Truist FinancialTFC

13F holders, Q2 2024 (June 30)
1,422holders
96new positions
94sold out
10famous investors
$38.83avg. 13F price*

At the end of Q2 2024, 1,422 institutions reported holding Truist Financial Corp. (TFC) in their 13F filings, unchanged from Q1 2024. 96 opened new positions and 94 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock Inc. ($3.8B) and State Street Corp. ($2.3B). 10 famous investors held it, including Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'s portfolio), John W. Rogers Jr. (0.4% of Ariel Investments's portfolio) and Ken Griffin (0.4% of Citadel Advisors's portfolio).

Company
Truist Financial Corp.
Sector
Finance
CUSIP
89832Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions96$299.4M
Exits94$407.7M

All 13F filers, Q1 2024 → Q2 2024: 73,681,232 shares bought and 50,775,809 shares sold, net +22,905,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,422 holders

Vanguard Group Inc. 0.09% Add +1.0% 117,753,374 $4.6B
BlackRock Inc. 0.09% Reduce -1.4% 99,010,537 $3.8B
State Street Corp. 0.10% Reduce -0.2% 59,144,734 $2.3B
Dodge & Cox 1.21% Reduce -0.5% 51,665,856 $2.0B
Capital International Investors 0.41% Add +342.7% 51,544,282 $2.0B
JPMorgan Chase & Co. 0.15% Add +25.9% 44,823,697 $1.7B
Bank of America Corp. 0.15% Add +0.1% 40,802,932 $1.6B
Geode Capital Management, LLC 0.09% Add +2.2% 26,984,539 $1.0B
Amundi 0.38% Reduce -2.0% 25,533,524 $992.5M
Charles Schwab Investment Management Inc. 0.13% Reduce -0.1% 17,600,272 $683.8M
Morgan Stanley 0.05% Reduce -11.5% 17,149,434 $666.3M
Royal Bank of Canada 0.14% Reduce -6.6% 15,008,674 $583.1M
Northern Trust Corp. 0.08% Reduce -0.5% 12,351,717 $479.9M
Harris Associates (Oakmark Funds) 0.70% Add +2.3% 10,682,202 $415.0M
American Century Companies Inc. 0.24% Reduce -5.9% 10,130,001 $393.6M
Citadel Advisors 0.38% Reduce -20.5% 9,613,309 $373.5M
Federated Hermes, Inc. 0.87% Reduce -4.8% 9,431,002 $366.4M
Invesco Ltd. 0.08% Add +2.1% 9,263,290 $359.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +24.6% 9,142,731 $355.2M
Macquarie Group Ltd. 0.41% Reduce -4.6% 9,073,390 $352.5M
Dimensional Fund Advisors LP 0.09% Add +3.5% 8,932,261 $347.0M
Norges Bank 0.05% Reduce -0.5% 8,514,872 $330.8M
Bank of New York Mellon Corp 0.06% Reduce -1.2% 8,134,739 $316.0M
Legal & General Group Plc 0.09% Reduce -3.4% 7,999,185 $310.8M
Franklin Resources Inc. 0.09% Add +0.4% 7,361,229 $286.0M
Massachusetts Financial Services Co. 0.07% Reduce -1.8% 6,039,057 $234.6M
Goldman Sachs Group Inc. 0.05% Add +8.7% 5,957,421 $231.4M
Truist Financial Corp. 0.29% Add +6.7% 4,931,783 $191.6M
UBS Group AG 0.06% Add +2.7% 4,889,242 $189.9M
Barclays PLC 0.08% Reduce -37.6% 4,719,740 $183.4M
Cullen Capital Management, LLC 2.05% Reduce -8.0% 4,578,313 $177.9M
Hotchkis & Wiley Capital Management LLC 0.62% New 4,557,705 $177.1M
FMR LLC 0.01% Reduce -12.2% 4,524,220 $175.8M
Deutsche Bank AG 0.08% Add +27.7% 4,522,248 $175.7M
Jennison Associates LLC 0.10% Add +1.2% 3,886,871 $151.0M
Arrowstreet Capital, Limited Partnership 0.13% Reduce -27.6% 3,799,632 $147.6M
Wells Fargo & Company 0.04% Add +0.6% 3,650,236 $141.8M
Raymond James & Associates 0.09% Reduce -2.0% 3,634,706 $141.2M
Nuveen Asset Management, LLC 0.04% Reduce -14.0% 3,455,550 $134.2M
Bank of Montreal 0.04% Reduce -14.3% 3,611,359 $133.9M
HighTower Advisors, LLC 0.19% Add +1.6% 3,094,243 $120.2M
T. Rowe Price Associates Inc. 0.01% Reduce -11.5% 3,088,727 $120.0M
LPL Financial LLC 0.06% Reduce -5.1% 3,006,233 $116.8M
Envestnet Asset Management Inc. 0.04% Reduce -0.6% 3,003,377 $116.7M
APG Asset Management N.V. 0.21% Add +3.5% 3,197,666 $115.9M
HSBC Holdings PLC 0.07% Add +2.0% 2,986,841 $115.8M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -7.1% 2,972,984 $115.5M
National Pension Service 0.13% Add +2.4% 2,969,777 $115.4M
Nordea Investment Management AB 0.13% Add +8.4% 2,940,113 $113.2M
KBC Group NV 0.33% Reduce -13.1% 2,810,074 $109.2M
Prana Capital Management, LP 5.17% Add +1.4% 2,796,427 $108.6M
Bessemer Group Inc. 0.18% Reduce -1.4% 2,676,753 $104.0M
Samlyn Capital, LLC 1.78% Add +6.8% 2,660,105 $103.3M
Rhumbline Advisers 0.10% Add +0.5% 2,643,069 $102.7M
Burgundy Asset Management Ltd. 0.97% Reduce -25.7% 2,377,381 $92.4M
California Public Employees Retirement System 0.07% Reduce -1.9% 2,366,578 $91.9M
Stifel Financial Corp. 0.10% Reduce -18.2% 2,323,064 $90.3M
North Reef Capital Management LP 4.14% Add +39.4% 2,300,000 $89.4M
Equity Investment Corp. 2.25% Add +0.7% 2,271,923 $88.3M
Ameriprise Financial Inc. 0.02% Reduce -4.4% 2,264,025 $88.0M
Sanders Capital, LLC 0.13% Reduce -0.1% 2,190,014 $85.1M
California State Teachers Retirement System 0.10% Reduce -2.1% 2,173,146 $84.4M
First Trust Advisors LP 0.09% Reduce -29.6% 2,172,952 $84.4M
Verition Fund Management LLC 0.70% Add +37.4% 2,098,488 $81.5M
National Bank of Canada 0.12% Add +9.8% 2,014,891 $79.1M
Parnassus Investments, LLC 0.17% Reduce -14.0% 2,010,845 $78.1M
Citigroup Inc. 0.07% Add +23.2% 1,898,923 $73.8M
Alliancebernstein L.P. 0.02% Reduce -1.2% 1,814,410 $70.5M
Neuberger Berman Group LLC 0.06% Reduce -29.3% 1,808,388 $70.3M
Moore Capital Management, LP 1.55% Reduce -13.1% 1,756,698 $68.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +10.4% 1,752,308 $68.1M
Junto Capital Management LP 1.46% New 1,704,283 $66.2M
Letko, Brosseau & Associates Inc. 1.26% Add +1.8% 1,704,091 $66.2M
New York State Common Retirement Fund 0.08% Reduce -0.9% 1,662,847 $64.6M
LSV Asset Management 0.14% Reduce -3.0% 1,615,100 $62.7M
Manufacturers Life Insurance Company, The 0.06% Reduce -7.6% 1,541,113 $59.9M
State Board of Administration of Florida Retirement System 0.11% Reduce -0.2% 1,474,128 $57.3M
Principal Financial Group Inc. 0.03% Reduce -1.3% 1,460,662 $56.7M
NFJ Investment Group, LLC 1.73% Reduce -4.3% 1,454,749 $56.5M
Rhino Investment Partners, Inc 10.12% Add +2.9% 1,452,367 $56.4M
Bank of Nova Scotia 0.11% Reduce -4.6% 1,428,169 $55.5M
Douglas Lane & Associates, LLC 0.77% Reduce -4.0% 1,399,242 $54.4M
Epoch Investment Partners, Inc. 0.25% Reduce -3.0% 1,382,411 $53.7M
PNC Financial Services Group, Inc. 0.03% Reduce -2.5% 1,316,623 $51.2M
Prudential Financial Inc. 0.07% Reduce -43.0% 1,265,729 $49.2M
Welch Group, LLC 2.28% Add +2.1% 1,222,780 $47.5M
Homestead Advisers Corp 1.17% Reduce -1.9% 1,217,400 $47.3M
Fort Washington Investment Advisors Inc. 0.30% Reduce -9.2% 1,203,671 $46.8M
Retirement Systems of Alabama 0.17% Add +4.5% 1,163,250 $45.2M
CANADA LIFE ASSURANCE Co 0.08% Add +5.7% 1,157,110 $45.0M
Sei Investments Co. 0.06% Reduce -3.2% 1,143,810 $44.4M
Aberdeen Group plc 0.08% Reduce -1.9% 1,135,156 $44.1M
New York State Teachers Retirement System 0.09% Reduce -6.6% 1,112,501 $43.2M
Schwartz Investment Counsel Inc. 1.56% Add +1.3% 1,086,795 $42.2M
Royal London Asset Management Ltd. 0.11% Reduce -9.7% 1,082,930 $42.1M
Ariel Investments 0.42% Reduce -2.9% 995,605 $38.7M
Janney Montgomery Scott LLC 0.11% Add +1.5% 969,767 $37.7M
Susquehanna Portfolio Strategies, LLC 1.48% No change 922,747 $35.8M
Schroder Investment Management Group 0.04% Add +9.9% 912,694 $35.5M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.9% 868,358 $33.7M
AQR Capital Management 0.05% Add +16.6% 878,298 $33.6M
Aviva PLC 0.09% Add +37.2% 857,347 $33.3M
Rafferty Asset Management, LLC 0.12% Add +4.4% 840,602 $32.7M
Nisa Investment Advisors, LLC 0.21% Reduce -7.6% 840,244 $32.6M
STRS Ohio 0.13% Add +8.0% 819,742 $31.8M
State of Wisconsin Investment Board 0.08% Reduce -0.3% 807,661 $31.4M
Morningstar Investment Services LLC 0.34% Reduce -1.5% 826,610 $31.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.13% Reduce -5.8% 785,976 $30.5M
Kornitzer Capital Management Inc. 0.58% Add +0.6% 781,551 $30.4M
Tweedy, Browne Co LLC 1.39% Reduce -2.1% 779,724 $30.3M
Raymond James Financial Services Advisors, Inc. 0.04% Add +26.8% 778,007 $30.2M
Swedbank AB 0.04% Reduce -0.6% 763,898 $29.7M
Captrust Financial Advisors 0.10% Reduce -1.3% 760,894 $29.6M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -42.0% 758,564 $29.5M
Canada Pension Plan Investment Board 0.03% Reduce -36.7% 749,278 $29.1M
Commonwealth Equity Services, LLC 0.04% Reduce -3.5% 727,865 $28.3M
Brandes Investment Partners, LP 0.35% Add +19.8% 727,013 $28.2M
Pictet Asset Management Holding SA 0.03% Reduce -2.2% 688,593 $26.8M
TD Asset Management Inc 0.02% Add +15.6% 686,042 $26.7M
Capital International, Inc. 0.34% Add +882.5% 666,237 $25.9M
Regal Partners Ltd 2.68% No change 665,781 $25.9M
Toronto Dominion Bank 0.04% Reduce -13.2% 655,723 $25.5M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -11.3% 634,273 $24.6M
Ensign Peak Advisors, Inc 0.04% Reduce -11.1% 630,109 $24.5M
Alps Advisors Inc. 0.17% Add +3.3% 624,703 $24.3M
Susquehanna International Group, LLP 0.04% Reduce -32.1% 608,749 $23.6M
Public Employees Retirement System of Ohio 0.09% Reduce -3.8% 600,077 $23.3M
Treasurer of the State of North Carolina 0.10% Reduce -3.9% 585,400 $22.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +139.4% 573,423 $22.3M
Corient Private Wealth LP 0.04% Reduce -3.5% 566,100 $22.0M
Man Group plc 0.06% Reduce -38.6% 561,135 $21.8M
Zacks Investment Management 0.24% Add +8.2% 549,477 $21.3M
DekaBank Deutsche Girozentrale 0.04% Add +1.2% 566,025 $21.3M
Danske Bank A/S 0.08% Reduce -6.2% 545,421 $21.2M
Storebrand Asset Management As 0.07% Reduce -8.2% 545,407 $21.2M
Cerity Partners LLC 0.06% Add +11.6% 539,022 $20.9M
SpiderRock Advisors, LLC 0.55% Add +2.6% 538,568 $20.9M
Professional Advisory Services Inc. 2.62% Reduce -6.6% 535,031 $20.8M
Deprince Race & Zollo Inc. 0.46% Reduce -1.2% 527,716 $20.5M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -2.8% 524,100 $20.4M
Voya Investment Management LLC 0.02% Reduce -75.1% 522,228 $20.3M
Natixis 0.13% Reduce -44.0% 520,137 $20.2M
South Dakota Investment Council 0.41% Reduce -6.0% 519,210 $20.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +3.4% 511,132 $19.9M
State of Tennessee, Department of Treasury 0.07% Reduce -2.9% 510,754 $19.8M
Assenagon Asset Management S.A. 0.05% Reduce -30.7% 508,599 $19.8M
Asset Management One Co., Ltd. 0.07% Reduce -3.1% 488,577 $19.0M
Swiss Life Asset Management Ltd 0.22% Add +2.5% 483,805 $18.8M
Pinebridge Investments, L.P. 0.15% Add +105.2% 479,879 $18.6M
Resona Asset Management Co.,Ltd. 0.11% Reduce -7.6% 478,971 $18.6M
DAVENPORT & Co LLC 0.11% Reduce -42.1% 465,524 $18.1M
State of New Jersey Common Pension Fund D 0.08% Reduce -37.6% 463,600 $18.0M
Victory Capital Management Inc. 0.02% Add +10.8% 457,653 $17.8M
USS Investment Management Ltd 0.14% Reduce -1.6% 452,345 $17.6M
Godsey & Gibb, Inc. 1.82% Add +1.1% 452,096 $17.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -70.8% 449,258 $17.5M
Synovus Financial Corp. 0.22% Reduce -1.9% 437,551 $17.0M
Manning & Napier Advisors LLC 0.19% — 437,022 $17.0M
Advisors Capital Management, LLC 0.29% Add +1.2% 432,577 $16.8M
Cetera Investment Advisers 0.04% Reduce -3.3% 429,358 $16.7M
US Bancorp \de 0.02% Reduce -1.7% 423,089 $16.4M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 422,000 $16.4M
Natixis Advisors, LLC 0.04% Add +17.9% 420,950 $16.4M
Comerica Bank 0.07% Reduce -2.9% 418,964 $16.3M
Mariner, LLC 0.03% Add +4.1% 418,880 $16.3M
Rockefeller Capital Management L.P. 0.05% Reduce -4.8% 417,869 $16.2M
AE Wealth Management LLC 0.16% Add +8.3% 414,261 $16.1M
Cantor Fitzgerald Investment Advisors L.P. 1.24% Reduce -2.3% 413,102 $16.0M
Oppenheimer Asset Management Inc. 0.20% Add +17.3% 404,113 $15.7M
Jane Street Group, LLC 0.02% Add +50.6% 398,480 $15.5M
Nomura Asset Management Co. Ltd. 0.05% Add +4.2% 397,857 $15.5M
State of Michigan Retirement System 0.08% Reduce -0.5% 392,543 $15.3M
Cibc World Markets Corp. 0.10% Reduce -1.8% 392,214 $15.2M
Guggenheim Capital LLC 0.11% Reduce -6.9% 390,602 $15.2M
Varma Mutual Pension Insurance Co 0.12% Reduce -12.7% 387,080 $15.0M
Arizona State Retirement System 0.10% Add +1.1% 386,905 $15.0M
Corebridge Financial, Inc. 0.08% — 385,966 $15.0M
1832 Asset Management L.P. 0.03% Reduce -22.4% 385,915 $15.0M
American Assets Investment Management, LLC 1.40% No change 384,000 $14.9M
Verity & Verity, LLC 1.62% Add +1.4% 383,605 $14.9M
Creative Planning 0.02% Reduce -6.2% 378,370 $14.7M
Cramer Rosenthal McGlynn LLC 0.86% Add +5.7% 377,783 $14.7M
Candriam S.C.A. 0.09% Add +245.4% 371,817 $14.4M
Danica Pension, Livsforsikringsaktieselskab 0.29% Add +7.3% 366,745 $14.2M
Edge Capital Group, LLC 0.68% Add +4.2% 362,336 $14.1M
Stieven Capital Advisors, L.P. 3.07% Add +40.5% 357,000 $13.9M
MetLife Investment Management, LLC 0.08% Add +14.3% 356,852 $13.9M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -1.8% 354,123 $13.8M
Great Lakes Advisors, LLC 0.12% Reduce -1.2% 338,330 $13.1M
Montgomery Investment Management Inc. 5.13% Reduce -0.3% 333,549 $13.0M
Credit Agricole S A 0.08% Add +294.6% 323,706 $12.6M
Delta Asset Management LLC 1.13% Reduce -0.3% 322,267 $12.5M
Baird Financial Group, Inc. 0.03% Reduce -46.6% 317,090 $12.3M
Millennium Management 0.01% Reduce -51.3% 316,089 $12.3M
Sonora Investment Management Group, LLC 0.96% No change 313,792 $12.2M
Schonfeld Strategic Advisors LLC 0.09% Reduce -73.5% 311,427 $12.1M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +163.1% 310,952 $12.1M
Peapack Gladstone Financial Corp. 0.19% Add +0.3% 310,060 $12.0M
Tudor Investment Corporation 0.13% Reduce -76.1% 300,248 $11.7M
Mackenzie Financial Corp. 0.02% Add +52.2% 299,914 $11.7M
Coerente Capital Management 2.26% Add +0.6% 297,927 $11.6M
Novare Capital Management LLC 1.04% Reduce -3.1% 297,843 $11.6M
Brookstone Capital Management 0.19% Reduce -13.2% 268,118 $11.6M
Salem Investment Counselors Inc. 0.37% Reduce -1.9% 294,838 $11.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +0.4% 293,914 $11.4M
Ategra Capital Management, LLC 9.72% Reduce -15.5% 291,934 $11.3M
Brown Advisory Inc. 0.01% Reduce -1.3% 289,912 $11.3M
Auto-Owners Insurance Co 0.30% No change 288,000 $11.2M
Osaic Holdings, Inc. 0.03% Add +7.2% 283,722 $11.0M
ProShare Advisors LLC 0.03% Add +4.8% 283,534 $11.0M
Modera Wealth Management, LLC 0.16% Add +6.2% 283,376 $11.0M
CIBC Asset Management Inc 0.04% Reduce -3.5% 282,350 $11.0M
McRae Capital Management Inc. 2.49% Add +1.6% 281,029 $10.9M
IFM Investors Pty Ltd 0.11% Add +1.6% 278,981 $10.8M
Jones Financial Companies LLLP 0.01% Add +226.3% 277,801 $10.8M
MML Investors Services, LLC 0.04% Reduce -12.2% 277,622 $10.8M
Handelsbanken Fonder AB 0.05% Reduce -33.6% 277,548 $10.8M
Financial Counselors Inc. 0.17% Reduce -9.5% 276,108 $10.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.12% — 275,454 $10.7M
Panagora Asset Management Inc. 0.05% Add +1759.3% 272,459 $10.6M
B. Metzler seel. Sohn & Co. AG 0.10% Reduce -14.4% 272,325 $10.6M
Forsta Ap-Fonden 0.09% Reduce -10.0% 270,000 $10.5M
Amalgamated Bank 0.09% Reduce -2.0% 269,976 $10.5M
Kanawha Capital Management LLC 0.81% Add +1.6% 264,964 $10.3M
Cresset Asset Management, LLC 0.04% Add +1.1% 265,783 $10.3M
Wellington Management Group LLP 0.00% Add +27.5% 263,667 $10.2M
Skandinaviska Enskilda Banken AB (publ) 0.05% No change 262,620 $10.2M
Schaper Benz & Wise Investment Counsel Inc. 0.88% Add +1.1% 262,490 $10.2M
Rothschild Investment LLC 0.69% Add +0.3% 255,985 $9.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +60.5% 255,640 $9.9M
Independent Advisor Alliance 0.34% Add +3.2% 255,199 $9.9M
Czech National Bank 0.11% Add +8.7% 254,986 $9.9M
Capital Investment Advisory Services, LLC 1.02% Reduce -0.4% 253,526 $9.8M
Old National Bancorp 0.23% Add +5.4% 252,554 $9.8M
Wilmington Savings Fund Society, FSB 0.38% Reduce -0.6% 252,456 $9.8M
Bokf, NA 0.17% Reduce -9.5% 246,193 $9.6M
Wealthcare Advisory Partners LLC 0.29% Add +10.3% 241,665 $9.4M
Aquatic Capital Management LLC 0.35% Reduce -49.7% 241,290 $9.4M
Hunter Perkins Capital Management, LLC 1.97% Reduce -2.4% 240,616 $9.3M
Point72 Europe (London) LLP 0.79% Reduce -9.1% 240,490 $9.3M
Choreo, LLC 0.16% Add +986.7% 236,912 $9.3M
Bryn Mawr Trust Advisors, LLC 0.51% Add +2.6% 237,843 $9.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +17.2% 236,352 $9.2M
Avity Investment Management Inc. 0.74% Reduce -29.1% 235,750 $9.2M
Systematic Alpha Investments, LLC 0.35% No change 233,937 $9.1M
Regions Financial Corp. 0.07% Reduce -13.2% 233,703 $9.1M
Capital Group Private Client Services, Inc. 0.09% Add +97.9% 232,092 $9.0M
Russell Investments Group, Ltd. 0.01% Add +1.0% 232,879 $9.0M
SG Americas Securities, LLC 0.06% Reduce -25.9% 230,412 $9.0M
Public Sector Pension Investment Board 0.06% Add +8.2% 226,903 $8.8M
Socorro Asset Management LP 3.43% Reduce -8.7% 226,855 $8.8M
Kestra Advisory Services, LLC 0.05% Add +6.3% 225,976 $8.8M
Xponance LLC 0.09% Add +23.3% 225,746 $8.8M
Korea Investment CORP 0.02% Reduce -3.9% 224,793 $8.7M
Los Angeles Capital Management LLC 0.03% Add +3224.5% 224,404 $8.7M
Sanctuary Advisors, LLC 0.06% — 225,461 $8.6M
Utah Retirement Systems 0.10% Reduce -4.1% 219,825 $8.5M
Pinnacle Associates Ltd. 0.13% Add +0.3% 216,629 $8.4M
DNB Asset Management AS 0.04% Add +6.8% 215,048 $8.4M
Maltese Capital Management LLC 1.56% Add +32.3% 215,000 $8.4M
First National Trust Co 0.34% Add +0.2% 209,635 $8.1M
1834 Investment Advisors Co. 0.98% Add +3.5% 209,181 $8.1M
QRG Capital Management, Inc. 0.10% Add +25.9% 207,736 $8.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 206,850 $8.0M
New York Life Investment Management LLC 0.08% Add +1.3% 204,022 $7.9M
Rowlandmiller & Partners.adv 1.70% Reduce -7.2% 200,881 $7.8M
Capitolis Liquid Global Markets LLC 0.10% New 200,000 $7.8M
NTV Asset Management LLC 1.11% Add +2.4% 198,986 $7.7M
Sheaff Brock Investment Advisors, LLC 0.72% Reduce -14.1% 198,719 $7.7M
Continental Advisors LLC 5.96% Add +29.3% 198,650 $7.7M
Mercer Global Advisors Inc. 0.02% Add +10.2% 194,219 $7.5M
Cardinal Capital Management 1.27% Add +0.4% 193,869 $7.5M
M&T Bank Corp 0.03% Add +5.2% 192,752 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -1.7% 191,444 $7.4M
Logan Capital Management Inc. 0.32% Reduce -0.5% 189,890 $7.4M
Highland Capital Management, LLC 0.44% Reduce -11.6% 189,566 $7.4M
Investment Management Corp of Ontario 0.20% Add +4.5% 188,732 $7.3M
Intact Investment Management Inc. 0.27% Reduce -4.7% 188,660 $7.3M
Foyston, Gordon & Payne Inc 1.79% Reduce -0.2% 186,602 $7.2M
Boothbay Fund Management, LLC 0.25% Add +31.0% 186,364 $7.2M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.5% 183,012 $7.1M
Towne Trust Company, N.A 2.74% Reduce -6.0% 181,784 $7.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +0.9% 180,669 $7.0M
Advisory Services Network, LLC 0.14% Add +56.1% 179,897 $7.0M
Alpha Omega Wealth Management LLC 1.33% Add +0.6% 179,684 $7.0M
Diversified Trust Co. 0.20% Add +0.3% 179,244 $7.0M
Bogart Wealth, LLC 0.33% Add +44.9% 169,073 $6.6M
Mutual of America Capital Management LLC 0.07% Reduce -3.5% 168,743 $6.6M
Parallax Volatility Advisers, L.P. 0.19% Reduce -25.2% 168,478 $6.5M
Ethic Inc. 0.15% Reduce -0.0% 168,152 $6.5M
Pathstone Holdings, LLC 0.03% Add +1.5% 165,937 $6.4M
Janus Henderson Group PLC 0.00% Reduce -11.4% 164,417 $6.4M
NorthCoast Asset Management LLC 0.05% Add +3.0% 161,820 $6.3M
Argent Trust Co 0.27% Reduce -1.9% 159,395 $6.2M
Lighthouse Investment Partners, LLC 0.34% Add +41.7% 157,593 $6.1M
AMG National Trust Bank 0.17% Add +0.9% 157,301 $6.1M
Advisors Asset Management, Inc. 0.12% Reduce -25.0% 156,434 $6.1M
Nissay Asset Management Corp. /Japan 0.04% Add +2.7% 154,647 $6.0M
CIBC Private Wealth Group LLC 0.01% Add +1.3% 156,571 $6.0M
Montag A & Associates Inc. 0.30% Reduce -1.6% 153,614 $6.0M
Kingsview Wealth Management, LLC 0.14% Add +101.5% 150,851 $5.9M
Harvest Portfolios Group Inc. 0.22% Reduce -0.1% 150,377 $5.8M
Cullinan Associates Inc. 0.33% Reduce -0.1% 150,337 $5.8M
Linscomb Wealth, Inc. 0.30% Reduce -0.7% 149,231 $5.8M
NewEdge Advisors, LLC 0.04% Add +0.3% 148,053 $5.8M
Robeco Institutional Asset Management B.V. 0.01% Reduce -13.5% 146,285 $5.7M
Whitener Capital Management, Inc. 1.71% Reduce -2.8% 145,685 $5.7M
State of Alaska, Department of Revenue 0.06% Add +0.6% 145,553 $5.7M
Zions Bancorporation, N.A. 0.45% Reduce -2.7% 145,445 $5.7M
Daiwa Securities Group Inc. 0.03% Add +10.2% 145,406 $5.6M
Colonial Trust Co / SC 0.99% Add +276.8% 145,350 $5.6M
Raymond James Trust N.A. 0.13% Reduce -0.3% 145,217 $5.6M
Associated Banc-Corp 0.17% Reduce -0.7% 144,361 $5.6M
Oppenheimer & Co. Inc. 0.09% Add +6.0% 143,166 $5.6M
Stephens Inc. 0.08% Add +0.7% 138,944 $5.4M
Avantax Advisory Services, Inc. 0.04% Add +16.3% 138,746 $5.4M
Baugh & Associates, LLC 2.80% Add +9.9% 133,379 $5.4M
O'shaughnessy Asset Management, LLC 0.05% Add +22.3% 136,899 $5.3M
Parcion Private Wealth LLC 0.48% Add +0.0% 135,459 $5.3M
Davis Selected Advisers 0.03% No change 134,912 $5.2M
Atria Investments, Inc 0.07% Add +4.2% 132,550 $5.1M
Huber Capital Management LLC 1.16% Reduce -13.9% 131,464 $5.1M
Allianz Asset Management GmbH 0.01% Add +15.9% 131,314 $5.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.40% Add +0.7% 128,352 $5.1M
Concurrent Investment Advisors, LLC 0.17% Add +252.8% 130,078 $5.1M
tru Independence LLC 1.52% Reduce -2.4% 129,704 $5.0M
Dana Investment Advisors, Inc. 0.17% Reduce -6.6% 129,076 $5.0M
Simplex Trading, LLC 0.16% Reduce -24.0% 129,031 $5.0M
Csenge Advisory Group 0.28% Add +360.4% 128,561 $5.0M
Jamison Private Wealth Management, Inc. 0.83% Add +0.2% 128,140 $5.0M
Wealthfront Advisers LLC 0.02% Add +16.1% 126,241 $4.9M
Loudon Investment Management, LLC 2.87% Reduce -0.3% 125,627 $4.9M
Kempner Capital Management Inc. 2.59% No change 125,483 $4.9M
D. E. Shaw & Co. 0.01% Reduce -77.8% 125,459 $4.9M
Chesley Taft & Associates LLC 0.24% Add +0.9% 125,236 $4.9M
Patten & Patten Inc. 0.33% Reduce -9.9% 122,020 $4.7M
Cornerstone Wealth Group, LLC 0.42% Add +3.0% 120,893 $4.7M
Bridge Creek Capital Management LLC 1.51% Reduce -0.1% 120,793 $4.7M
Fifth Third Bancorp 0.02% Add +23.1% 119,061 $4.6M
First Citizens Bank & Trust Co. 0.09% Reduce -0.8% 117,022 $4.5M
Wesbanco Bank Inc. 0.17% Reduce -10.5% 116,244 $4.5M
Oregon Public Employees Retirement Fund 0.09% Add +0.8% 114,915 $4.5M
Ibex Wealth Advisors 0.70% New 114,890 $4.5M
Sterling Investment Advisors, Ltd. 1.20% Reduce -3.3% 114,570 $4.5M
Elo Mutual Pension Insurance Co 0.10% Add +65.3% 114,103 $4.4M
PMC FIG Opportunities LLC 6.67% Add +35.7% 113,636 $4.4M
DRW Securities, LLC 0.27% Reduce -2.6% 113,449 $4.4M
Commerce Bank 0.03% Add +7.4% 113,482 $4.4M
Colonial Trust Advisors 0.42% Add +5.8% 113,453 $4.4M
Griffin Asset Management, Inc. 0.51% Reduce -3.1% 112,701 $4.4M
AXA S.A. 0.01% Add +24.3% 112,178 $4.4M
Gulf International Bank (UK) Ltd 0.11% No change 109,935 $4.3M
Arkadios Wealth Advisors 0.29% Add +1.6% 109,231 $4.2M
United Capital Management of KS, Inc. 0.93% Add +1.0% 108,917 $4.2M
SteelPeak Wealth, LLC 0.20% Reduce -51.8% 108,070 $4.2M
Benjamin F. Edwards & Company, Inc. 0.07% Add +16.5% 107,592 $4.2M
Tower Research Capital LLC (TRC) 0.07% Add +303.3% 106,911 $4.2M
Marshall Wace, LLP 0.01% Reduce -81.8% 106,680 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +39.5% 106,366 $4.1M
Jacobs Asset Management, LLC 2.62% Add +69.6% 106,000 $4.1M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.9% 105,945 $4.1M
Asio Capital, LLC 0.83% Add +1.2% 104,278 $4.1M
Keybank National Association 0.02% Reduce -2.6% 104,158 $4.0M
Maryland State Retirement & Pension System 0.07% No change 103,233 $4.0M
Mizuho Securities USA LLC 0.09% New 103,175 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.9% 103,131 $4.0M
Verdence Capital Advisors LLC 0.36% Reduce -5.9% 102,810 $4.0M
LaFleur & Godfrey LLC 0.58% Reduce -0.3% 102,290 $4.0M
Kentucky Retirement Systems 0.11% Reduce -0.5% 100,834 $3.9M
Proquility Private Wealth Partners, LLC 1.34% Add +34.3% 100,825 $3.9M
Clearstead Advisors, LLC 0.07% Add +390.9% 100,684 $3.9M
XML Financial, LLC 0.39% Reduce -2.3% 100,071 $3.9M
Hyman Charles D 0.22% Reduce -4.2% 99,991 $3.9M
Chartwell Investment Partners, LLC 0.14% No change 100,000 $3.9M
Bragg Financial Advisors, Inc 0.17% Reduce -3.4% 98,989 $3.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -0.4% 98,795 $3.8M
Orion Portfolio Solutions, LLC 0.04% Reduce -0.4% 98,795 $3.8M
Level Four Advisory Services, LLC 0.17% Add +67.4% 96,884 $3.8M
Iowa State Bank 0.83% Add +5.2% 96,518 $3.7M
Carlson Capital, L.P. 0.58% Reduce -36.7% 96,400 $3.7M
Squarepoint Ops LLC 0.01% Reduce -39.2% 96,240 $3.7M
HB Wealth Management, LLC 0.04% Add +2.1% 96,236 $3.7M
MBB Public Markets I LLC 0.08% New 96,170 $3.7M
Pacer Advisors, Inc. 0.01% Add +4.6% 95,577 $3.7M
Boston Common Asset Management, LLC 0.09% Reduce -13.8% 92,840 $3.6M
Cadence Bank 0.27% Add +1.3% 91,862 $3.6M
Vanguard Personalized Indexing Management, LLC 0.07% Add +14.6% 95,421 $3.6M
Semmax Financial Advisors Inc. 1.07% Add +21.2% 84,168 $3.6M
Community Bank, N.A. 0.47% Reduce -3.8% 91,170 $3.5M
Ingalls & Snyder LLC 0.15% Reduce -5.4% 90,696 $3.5M
Sandy Spring Bank 0.15% Reduce -10.4% 90,201 $3.5M
Thomasville National Bank 0.28% Reduce -11.6% 89,055 $3.5M
Fort Pitt Capital Group, LLC 0.10% Add +4.3% 88,853 $3.5M
Hedeker Wealth, LLC 1.00% Reduce -14.1% 88,822 $3.5M
Wealth Group, Ltd. 2.47% Reduce -0.2% 88,761 $3.4M
Signature Wealth Management Group 1.50% Add +1.1% 87,940 $3.4M
Am Investment Strategies LLC 0.84% Add +0.1% 87,798 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -59.5% 89,931 $3.4M
Hartford Investment Management Co. 0.11% Reduce -0.7% 85,475 $3.3M
Legacy Financial Advisors, Inc. 0.59% Reduce -4.6% 85,017 $3.3M
Fiduciary Alliance LLC 0.54% Reduce -0.3% 83,427 $3.3M
Alaska Permanent Fund Corp 0.05% Add +2.3% 73,805 $3.3M
Van Eck Associates Corp. 0.00% Add +255.7% 84,016 $3.3M
Townsquare Capital LLC 0.04% Add +18.6% 83,399 $3.2M
&partners 0.14% Add +190.3% 83,190 $3.2M
Dakota Wealth Management 0.08% Reduce -18.4% 82,026 $3.2M
Anchor Investment Management, LLC 0.33% Add +0.3% 81,488 $3.2M
Pettyjohn, Wood & White, Inc. 0.61% Reduce -3.5% 80,853 $3.1M
Crossmark Global Holdings, Inc. 0.06% Reduce -11.3% 80,200 $3.1M
EJF Capital LP 2.29% Reduce -28.9% 79,373 $3.1M
Wellington Shields Capital Management, LLC 0.55% Add +1.6% 78,150 $3.0M
Stock Yards Bank & Trust Co. 0.10% Reduce -21.0% 78,017 $3.0M
Cary Street Partners Investment Advisory LLC 0.12% Add +1.1% 77,689 $3.0M
Federation des caisses Desjardins du Quebec 0.02% Add +397.5% 77,459 $3.0M
Empowered Funds, LLC 0.05% Add +8.6% 77,452 $3.0M
TD Private Client Wealth LLC 0.09% Add +4.5% 77,350 $3.0M
Securian Asset Management, Inc. 0.09% Reduce -2.1% 76,941 $3.0M
AIA Group Ltd 0.09% Add +33.0% 76,564 $3.0M
Louisiana State Employees Retirement System 0.06% Reduce -2.5% 75,700 $2.9M
Hengehold Capital Management LLC 0.31% Add +0.0% 75,666 $2.9M
Private Advisor Group, LLC 0.02% Add +1.2% 74,756 $2.9M
Commonwealth Retirement Investments LLC 1.32% Add +8.3% 74,009 $2.9M
United Bank 1.43% Add +2.6% 73,824 $2.9M
Kestra Private Wealth Services, LLC 0.06% Add +6.3% 73,759 $2.9M
Concord Wealth Partners 0.50% Reduce -1.8% 73,427 $2.9M
Morningstar Investment Management LLC 0.29% Reduce -10.9% 72,246 $2.8M
Moors & Cabot, Inc. 0.15% Reduce -1.4% 72,187 $2.8M
M&G PLC 0.02% New 71,901 $2.8M
Salzhauer Michael 2.26% Add +136.6% 72,172 $2.8M
Edmp, Inc. 2.54% Reduce -0.4% 72,157 $2.8M
Drucker Wealth 3.0, LLC 0.74% — 72,112 $2.8M
Moloney Securities Asset Management, LLC 0.41% Reduce -0.7% 71,694 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 71,546 $2.8M
Daiichi Life Insurance Co., Ltd. 0.07% Add +27.1% 71,538 $2.8M
Sandhill Capital Partners LLC 0.21% Reduce -0.0% 71,408 $2.8M
MassMutual Private Wealth & Trust, FSB 0.08% Add +10.1% 71,188 $2.8M
BlueChip Wealth Advisors LLC 1.62% Reduce -11.3% 70,901 $2.8M
Kavar Capital Partners Group, LLC 0.50% Add +3.2% 70,885 $2.8M
JT Stratford LLC 0.51% Add +0.6% 70,664 $2.7M
Prudential PLC 0.02% Reduce -32.7% 70,633 $2.7M
Axxcess Wealth Management, LLC 0.07% Reduce -14.8% 70,382 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -5.9% 69,955 $2.7M
Huntington National Bank 0.03% Reduce -2.7% 68,869 $2.7M
Camden National Bank 0.41% Add +15.9% 68,829 $2.7M
Peloton Wealth Strategists 1.11% Add +0.2% 68,217 $2.6M
Praxis Investment Management Inc. 0.18% No change 70,530 $2.6M
F/m Investments LLC 0.10% New 68,267 $2.6M
Foster Victor Wealth Advisors, LLC 0.22% Reduce -0.1% 61,944 $2.6M
New Mexico Educational Retirement Board 0.09% No change 67,188 $2.6M
Equitable Trust Co. 0.18% Reduce -2.7% 66,427 $2.6M
Inspire Trust Co, N.A. 0.84% Add +47.4% 65,837 $2.6M
King Luther Capital Management Corp. 0.01% Reduce -3.4% 65,796 $2.6M
Y-Intercept (Hong Kong) Ltd 0.14% Reduce -63.5% 65,456 $2.5M
First Eagle Investment Management, LLC 0.01% Reduce -41.8% 64,890 $2.5M
Nicholas Hoffman & Company, LLC. 0.12% Add +5.2% 64,718 $2.5M
Savant Capital, LLC 0.03% Add +10.7% 64,436 $2.5M
Pinnacle Financial Partners Inc 0.05% Add +0.8% 64,203 $2.5M
Principle Wealth Partners LLC 0.19% Add +0.0% 63,779 $2.5M
StoneX Group Inc. 0.19% Add +11.3% 62,384 $2.4M
Venture Visionary Partners LLC 0.11% Add +2.6% 62,155 $2.4M
Capital Investment Counsel, Inc 0.36% Add +0.4% 62,111 $2.4M
Triangle Securities Wealth Management 0.68% Reduce -2.5% 62,000 $2.4M
Fulton Bank, N.A. 0.10% Reduce -3.2% 61,723 $2.4M
Shelton Capital Management 0.07% Reduce -0.0% 61,694 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -5.9% 60,879 $2.4M
Abn Amro Investment Solutions 0.04% Reduce -8.7% 60,498 $2.4M
Holderness Investments Co. 0.55% Add +0.6% 60,145 $2.3M
First Hawaiian Bank 0.08% Reduce -3.2% 59,879 $2.3M
E. Ohman J:or Asset Management AB 0.06% Add +5.6% 58,800 $2.3M
Tidal Investments LLC 0.03% Add +20.2% 58,774 $2.3M
Hardin Capital Partners, LLC 1.48% — 58,362 $2.3M
Quantinno Capital Management LP 0.04% Add +23.4% 58,002 $2.3M
Gator Capital Management, LLC 1.14% No change 58,000 $2.3M
Lee Danner & Bass Inc. 0.17% — 57,753 $2.2M
Stonebridge Capital Advisors LLC 0.20% Reduce -11.0% 57,241 $2.2M
Buckingham Strategic Wealth, LLC 0.02% Add +1.0% 56,706 $2.2M
Rakuten Investment Management, Inc. 0.01% Add +58.7% 56,925 $2.2M
Rather & Kittrell, Inc. 0.59% No change 55,392 $2.2M
Vident Advisory, LLC 0.06% Add +2.8% 55,367 $2.2M
Farmers National Bank 0.64% Add +18.9% 54,935 $2.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -40.5% 54,563 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -36.9% 54,428 $2.1M
Cibc World Market Inc. 0.01% Add +26.2% 54,071 $2.1M
Global Retirement Partners, LLC 0.07% Add +33.6% 53,961 $2.1M
First Bank & Trust 0.43% Add +3.3% 53,862 $2.1M
Vinva Investment Management Ltd 0.10% Add +9.6% 55,275 $2.1M
Ossiam 0.04% Reduce -78.3% 53,307 $2.1M
Graves Light Lenhart Wealth, Inc. 0.24% Reduce -0.0% 52,608 $2.1M
Poehling Capital Management, INC. 0.56% Add +1.8% 52,677 $2.0M
Motley Fool Asset Management LLC 0.14% Add +31.9% 51,992 $2.0M
Metis Global Partners, LLC 0.07% Reduce -1.3% 52,460 $2.0M
IVC Wealth Advisors LLC 1.13% Add +3.4% 52,149 $2.0M
Carnegie Investment Counsel 0.06% Add +0.3% 51,786 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +6.4% 51,481 $2.0M
Atlantic Union Bankshares Corp 0.12% Add +25.1% 51,455 $2.0M
Laurel Wealth Advisors LLC 0.35% Reduce -2.0% 51,383 $2.0M
Disciplined Equity Management, Inc. 1.31% No change 51,290 $2.0M
Waverly Advisors, LLC 0.04% Reduce -12.5% 50,969 $2.0M
Wright Investors Service Inc. 0.52% Reduce -23.4% 50,554 $2.0M
Trust Co. of Toledo NA 0.28% Add +1.9% 50,490 $2.0M
Thompson Siegel & Walmsley LLC 0.03% Reduce -1.6% 50,387 $2.0M
NEOS Investment Management LLC 0.08% Add +47.4% 49,568 $1.9M
Arvest Trust Co. N A 0.11% Reduce -9.4% 49,568 $1.9M
Hancock Whitney Corp. 0.07% Reduce -1.7% 49,362 $1.9M
Signaturefd, LLC 0.04% Add +1.4% 49,056 $1.9M
Culbertson A N & Co. Inc. 0.33% Add +3.2% 48,817 $1.9M
Cornercap Investment Counsel Inc. 0.31% Reduce -1.4% 48,572 $1.9M
Allworth Financial LP 0.01% Add +8.4% 44,191 $1.9M
SeaCrest Wealth Management, LLC 0.21% Add +0.5% 48,193 $1.9M
Prospera Financial Services Inc 0.05% Add +0.8% 48,183 $1.9M
Bailard, Inc. 0.05% Add +1.1% 48,074 $1.9M
Pathway Financial Advisers, LLC 0.67% Reduce -0.1% 48,121 $1.9M
ZWJ Investment Counsel Inc. 0.08% Add +7.9% 47,594 $1.8M
Norinchukin Bank, The 0.05% Add +6.6% 47,592 $1.8M
Glenmede Trust Co. NA 0.01% Reduce -8.9% 47,450 $1.8M
Principal Securities, Inc. 0.05% Add +6.1% 47,046 $1.8M
Ahl Investment Management, Inc. 1.32% Reduce -26.4% 46,312 $1.8M
OMERS ADMINISTRATION Corp 0.02% New 46,292 $1.8M
Marco Investment Management LLC 0.17% Reduce -2.9% 46,256 $1.8M
Argyle Capital Management, LLC 0.73% Add +2.5% 45,475 $1.8M
First Trust Direct Indexing L.P. 0.11% Add +12.9% 45,074 $1.8M
Hills Bank & Trust Co 0.14% Add +4.5% 44,880 $1.7M
Empirical Finance, LLC 0.11% Reduce -6.5% 44,840 $1.7M
Quadrature Capital Ltd 0.03% New 44,798 $1.7M
Bray Capital Advisors 0.44% Add +3.2% 44,674 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +5.0% 44,317 $1.7M
Tradewinds, LLC. 0.53% Add +281.7% 44,291 $1.7M
Investors Research Corp 0.39% No change 43,479 $1.7M
International Assets Investment Management, LLC 0.16% Reduce -5.5% 43,191 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -1.9% 43,159 $1.7M
First American Bank 0.13% Add +1.1% 43,136 $1.7M
Apollon Wealth Management, LLC 0.05% Reduce -5.4% 43,021 $1.7M
Focus Partners Wealth 0.01% Add +266.0% 42,990 $1.7M
J. Safra Sarasin Holding AG 0.03% — 42,850 $1.7M
Gratus Capital, LLC 0.07% Add +0.8% 42,766 $1.7M
Marotta Asset Management 0.34% Add +0.6% 42,248 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.6% 42,583 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -54.2% 42,453 $1.6M
Arvest Investments, Inc. 0.26% Reduce -4.5% 42,176 $1.6M
Heritage Wealth Advisors 0.07% Reduce -2.2% 41,830 $1.6M
Ballast, Inc. 0.50% Add +2.1% 41,641 $1.6M
GHP Investment Advisors, Inc. 0.08% Reduce -2.3% 41,106 $1.6M
Kintegral Advisory, LLC 0.15% Add +9.4% 40,807 $1.6M
FinTrust Capital Advisors, LLC 0.29% Reduce -21.8% 40,732 $1.6M
Argent Advisors, Inc. 0.63% Reduce -6.1% 40,729 $1.6M
Citizens & Northern Corp. 0.49% Reduce -3.4% 40,606 $1.6M
Assetmark, Inc. 0.00% Add +4.0% 40,191 $1.6M
Lanark Financial, Inc. 0.14% Reduce -2.9% 40,197 $1.6M
Heritage Trust Co 0.20% Add +7.4% 39,912 $1.6M
Fiduciary Family Office, LLC 0.61% Add +1.0% 39,878 $1.5M
Glass Wealth Management Co LLC 0.91% Add +62.1% 39,870 $1.5M
Capital Investment Advisors, LLC 0.04% Add +0.4% 39,828 $1.5M
Bahl & Gaynor LLC 0.01% Reduce -4.1% 39,725 $1.5M
IFG Advisory, LLC 0.10% Add +6.2% 39,698 $1.5M
Icon Advisers Inc. 0.35% No change 39,100 $1.5M
Twin City Private Wealth, LLC 1.45% Add +6.5% 39,470 $1.5M
River Wealth Advisors LLC 0.22% Reduce -19.3% 39,328 $1.5M
Norris Financial Group, LLC 0.79% Reduce -2.7% 39,150 $1.5M
RKL Wealth Management LLC 0.15% Add +2.9% 39,131 $1.5M
Ieq Capital, LLC 0.02% Add +17.5% 39,125 $1.5M
Caprock Group, LLC 0.06% Add +22.5% 39,069 $1.5M
Ostrum Asset Management 0.13% Reduce -5.7% 38,952 $1.5M
Cordgrass Capital Advisors, LLC 0.47% Add +0.0% 38,877 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.39% Add +6.1% 38,755 $1.5M
Mgo One Seven LLC 0.07% Add +14.9% 38,679 $1.5M
Financial Partners Group, LLC 0.58% Add +2.5% 38,553 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -4.3% 38,394 $1.5M
Patten Group, Inc. 0.35% Reduce -4.9% 37,947 $1.5M
Mutual Advisors, LLC 0.04% Add +3.0% 33,110 $1.5M
Wealth Alliance, LLC 0.19% Add +3.6% 37,842 $1.5M
Blue Trust, Inc. 0.02% Add +4.0% 37,713 $1.5M
Cwm, LLC 0.01% Reduce -8.6% 37,765 $1.5M
United Services Automobile Association 0.04% Reduce -6.9% 37,523 $1.5M
Physicians Financial Services, Inc. 0.47% Add +1.6% 37,435 $1.5M
Sompo Asset Management Co., Ltd. 0.24% Reduce -12.1% 37,170 $1.4M
St. Johns Investment Management Company, LLC 0.68% Add +1.8% 36,999 $1.4M
Paradigm Asset Management Co. LLC 0.40% Add +3305.6% 36,883 $1.4M
Bayesian Capital Management, LP 0.16% Reduce -62.4% 36,828 $1.4M
Lido Advisors, LLC 0.01% Add +42.1% 36,746 $1.4M
ING Groep NV 0.01% Reduce -6.8% 36,613 $1.4M
Diamant Asset Management, Inc. 0.95% No change 36,511 $1.4M
Neville Rodie & Shaw Inc. 0.11% No change 36,373 $1.4M
Berkeley Capital Partners, LLC 0.42% Add +4.8% 36,179 $1.4M
Park Avenue Securities LLC 0.02% Add +3.4% 36,136 $1.4M
Sequoia Financial Advisors, LLC 0.02% Add +4.1% 36,015 $1.4M
Raleigh Capital Management Inc. 0.59% Reduce -5.9% 35,799 $1.4M
Arcus Capital Partners, LLC 0.53% No change 35,526 $1.4M
BHK Investment Advisors, LLC 0.54% Reduce -17.5% 35,347 $1.4M
Eagle Bluffs Wealth Management LLC 0.79% New 35,043 $1.4M
Silvercrest Asset Management Group LLC 0.01% Add +0.4% 35,006 $1.4M
Bleakley Financial Group, LLC 0.04% Add +2.4% 34,727 $1.3M
Simplicity Wealth,LLC 0.03% Add +2.9% 34,678 $1.3M
Trust Co. of Vermont 0.07% Reduce -10.3% 34,574 $1.3M
Allen Mooney & Barnes Investment Advisors LLC 0.24% Reduce -3.0% 34,525 $1.3M
Canandaigua National Bank & Trust Co. 0.14% Reduce -4.7% 34,231 $1.3M
Jacobi Capital Management LLC 0.11% Add +6.5% 33,914 $1.3M
Independence Bank of Kentucky 0.35% Reduce -0.1% 33,698 $1.3M
MCF Advisors LLC 0.10% Reduce -0.4% 33,589 $1.3M
J.W. Cole Advisors, Inc. 0.06% Reduce -8.3% 33,445 $1.3M
New England Research & Management, Inc. 0.62% Reduce -3.0% 33,024 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +1.8% 32,353 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +13.4% 32,334 $1.3M
Davis Investment Partners, LLC 0.52% Reduce -1.6% 31,008 $1.3M
Walleye Capital LLC 0.01% Reduce -71.3% 32,273 $1.3M
Applied Capital LLC 1.08% Add +3.8% 31,884 $1.2M
Quadcap Wealth Management, LLC 0.22% Reduce -7.1% 31,682 $1.2M
Nicolet Bankshares Inc. 0.26% Reduce -0.9% 31,539 $1.2M
Octavia Wealth Advisors, LLC 0.17% Add +49.5% 31,483 $1.2M
Blair William & Co. 0.00% Reduce -12.7% 30,609 $1.2M
Foundations Investment Advisors, LLC 0.03% Reduce -0.9% 30,546 $1.2M
Taylor Financial Group, Inc. 0.91% Reduce -0.3% 30,508 $1.2M
BCS Wealth Management 0.58% Reduce -0.4% 30,425 $1.2M
Jaffetilchin Investment Partners, LLC 0.10% Add +1.3% 30,212 $1.2M
Welch & Forbes LLC 0.02% Reduce -24.0% 30,153 $1.2M
Brooks, Moore & Associates, Inc. 0.75% Reduce -15.8% 30,138 $1.2M
Burke & Herbert Bank & Trust Co. 0.28% Add +427.7% 29,379 $1.1M
Merit Financial Group, LLC 0.03% Add +21.6% 29,255 $1.1M
V-Square Quantitative Management LLC 0.18% Add +4.0% 29,154 $1.1M
Bank Ozk 0.49% Reduce -5.3% 29,152 $1.1M
Acadian Asset Management LLC 0.00% New 28,636 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +1.1% 29,206 $1.1M
Landscape Capital Management, L.L.C. 0.09% New 28,362 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +53284.9% 28,294 $1.1M
Ally Financial Inc. 0.13% No change 28,000 $1.1M
Founders Financial Alliance, LLC 0.32% Reduce -0.1% 27,867 $1.1M
Old North State Trust, LLC 0.93% No change 27,727 $1.1M
D.A. Davidson & Co. 0.01% Reduce -7.4% 27,646 $1.1M
William B. Walkup & Associates, Inc. 0.70% — 27,429 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.42% Add +13.1% 27,369 $1.1M
Dividend Assets Capital, LLC 0.22% No change 27,364 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% No change 27,058 $1.1M
PBMares Wealth Management LLC 0.26% Add +2.7% 27,033 $1.1M
Patton Albertson Miller Group, LLC 0.15% Reduce -8.0% 26,996 $1.0M
Smith Chas P & Associates Pa Cpas 0.06% Add +0.0% 26,915 $1.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.06% New 26,915 $1.0M
Linden Thomas Advisory Services, LLC 0.16% Add +0.1% 26,781 $1.0M
WealthShield Partners, LLC 0.16% Reduce -12.8% 26,740 $1.0M
SVB Wealth LLC 0.03% Reduce -2.9% 26,580 $1.0M
Meeder Advisory Services, Inc. 0.07% Add +41.4% 26,570 $1.0M
United Bank 0.13% No change 26,377 $1.0M
LBP Am SA 0.04% Add +0.2% 26,163 $1.0M
Impax Asset Management Group plc 0.00% Add +52.9% 26,000 $1.0M
Abundance Wealth Counselors 0.46% New 25,995 $1.0M
Groupama Asset Managment 0.01% Add +144.3% 25,949 $1.0M
Teacher Retirement System of Texas 0.01% Reduce -23.5% 25,955 $1.0M
HighPoint Advisor Group LLC 0.06% Add +3.1% 22,404 $1.0M
RBF Capital, LLC 0.06% No change 25,900 $1.0M
MADDEN SECURITIES Corp 0.44% No change 25,750 $1.0M
Gotham Asset Management 0.01% Reduce -19.2% 25,300 $983K
Tiaa Trust, National Association 0.00% Add +0.8% 25,279 $982K
Jefferies Financial Group Inc. 0.02% New 25,000 $971K
Symphony Financial, Ltd. Co. 0.18% New 24,746 $966K
Wealthspire Advisors, LLC 0.01% Reduce -5.7% 24,742 $961K
Bridges Investment Management Inc. 0.01% No change 24,650 $958K
Ballentine Partners, LLC 0.02% Add +3.1% 24,649 $958K
Weaver C. Barksdale & Associates, Inc. 0.90% Reduce -2.0% 24,422 $949K
Trust Co of the South 0.22% No change 24,353 $946K
Great Lakes Retirement, Inc. 0.13% Add +2.6% 24,311 $944K
RFP Financial Group LLC 0.35% Reduce -0.3% 24,265 $943K
Brighton Jones LLC 0.03% Add +0.6% 24,263 $943K
Horizon Investments, LLC 0.03% Add +0.3% 24,556 $942K
Moody National Bank Trust Division 0.07% Reduce -4.4% 24,141 $938K
Integrated Wealth Concepts LLC 0.01% Reduce -5.5% 24,088 $936K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -8.6% 23,971 $931K
Glenview Trust Co 0.02% Reduce -0.5% 23,827 $926K
Bison Wealth, LLC 0.15% No change 23,718 $925K
First County Bank 0.47% Reduce -10.1% 23,742 $922K
Vestcor Inc 0.03% No change 23,727 $922K
Greenwood Capital Associates LLC 0.12% Add +0.5% 23,457 $911K
Intrua Financial, LLC 0.15% Reduce -14.3% 23,266 $904K
Snowden Capital Advisors LLC 0.03% Add +1.3% 23,249 $903K
Sound View Wealth Advisors Group, LLC 0.09% Reduce -6.3% 23,217 $902K
Widmann Financial Services, Inc. 0.73% Reduce -0.9% 23,183 $901K
KG Capital Management 0.31% Reduce -8.0% 22,929 $891K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.7% 22,775 $885K
Profund Advisors LLC 0.03% Reduce -4.4% 22,771 $885K
Spire Wealth Management 0.03% Reduce -38.0% 22,770 $885K
DoubleLine ETF Adviser LP 0.23% Reduce -4.3% 22,760 $884K
Salomon & Ludwin, LLC 0.10% Reduce -26.6% 22,652 $880K
Gratus Wealth Advisors, LLC 0.15% Reduce -29.4% 20,730 $879K
Financial Security Advisor, Inc. 0.29% Reduce -36.1% 22,539 $876K
SouthState Bank Corp 0.06% Reduce -2.3% 22,457 $872K
Bank & Trust Co 0.74% — 22,429 $871K
Northwest Bank & Trust Co 0.73% Add +6.5% 22,430 $871K
Wealth Advisors of Tampa Bay, LLC 0.41% Add +2.2% 22,405 $870K
Monument Capital Management 0.25% No change 22,304 $867K
Certified Advisory Corp 0.11% Add +0.3% 22,255 $865K
Plimoth Trust Co. LLC 0.23% Reduce -3.3% 22,202 $863K
Marino, Stram & Associates LLC 0.21% Reduce -0.1% 22,084 $858K
RFG Advisory, LLC 0.03% Reduce -20.3% 22,008 $855K
Hennessy Advisors Inc. 0.03% Add +46.7% 22,000 $855K
Vontobel Holding Ltd. 0.00% Reduce -4.5% 21,891 $850K
Capital Asset Advisory Services LLC 0.05% Add +0.3% 21,740 $846K
Capital Management Associates 1.00% Reduce -1.3% 21,674 $842K
Legacy Capital Wealth Partners, LLC 0.21% New 21,666 $842K
Penobscot Investment Management Company, Inc. 0.08% New 42,350 $841K
Staley Capital Advisers Inc. 0.04% No change 21,500 $835K
Meridian Wealth Management, LLC 0.10% New 21,453 $833K
Carson Advisory Inc. 0.58% Reduce -3.2% 21,278 $827K
Beacon Pointe Advisors, LLC 0.01% Reduce -47.4% 21,223 $824K
AlphaStar Capital Management, LLC 0.08% Reduce -0.8% 21,099 $820K
PARK CIRCLE Co 0.80% No change 20,930 $813K
Cullen/Frost Bankers, Inc. 0.01% Reduce -17.7% 20,810 $808K
Fort Sheridan Advisors LLC 0.13% Reduce -6.7% 20,799 $808K
First Horizon Advisors, Inc. 0.02% Add +3.0% 20,760 $807K
Cravens & Co Advisors, LLC 0.60% Add +0.0% 20,706 $804K
Valeo Financial Advisors, LLC 0.03% Reduce -9.1% 20,665 $803K
Cornerstone Advisors, LLC 0.03% Reduce -59.7% 20,600 $800K
Kingswood Wealth Advisors, LLC 0.07% Add +72.2% 20,576 $799K
Engineers Gate Manager LP 0.02% Reduce -78.8% 20,550 $798K
Aptus Capital Advisors, LLC 0.02% Reduce -59.4% 20,533 $798K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -10.2% 20,416 $793K
Cornerstone Advisory, LLC 0.11% Add +3.6% 20,354 $791K
LVW Advisors, LLC 0.12% Reduce -6.9% 20,173 $784K
Midland Wealth Advisors, LLC 0.05% Reduce -8.9% 20,083 $780K
Leavell Investment Management, Inc. 0.04% Reduce -10.3% 19,917 $774K
Siemens Fonds Invest GmbH 0.06% Add +2.2% 19,906 $773K
Trust Investment Advisors 0.49% Add +4.6% 19,903 $773K
Fee-Only Financial Planning, L.C. 0.52% Reduce -0.7% 19,882 $772K
Lebenthal Global Advisors, LLC 0.17% Reduce -0.1% 19,744 $767K
Impact Partnership Wealth, LLC 0.20% Add +12.5% 19,572 $760K
HF Advisory Group, LLC 0.39% Add +84.6% 19,489 $757K
Sigma Planning Corp 0.02% Add +25.1% 19,361 $752K
TCV Trust & Wealth Management, Inc. 0.07% Add +1.0% 19,358 $752K
Nomura Holdings Inc. 0.00% Add +81.8% 19,358 $752K
Pitcairn Co. 0.05% Add +3.7% 19,255 $748K
Icon Wealth Advisors, LLC 0.07% Reduce -1.0% 16,696 $746K
Elevated Capital Advisors, LLC 0.21% New 19,205 $746K
UMB Bank, n.a. 0.01% Reduce -1.7% 19,035 $740K
Farmers & Merchants Investments Inc. 0.02% Reduce -5.0% 19,021 $739K
Financial Advocates Investment Management 0.05% Reduce -3.7% 18,980 $737K
Todd Asset Management LLC 0.02% Add +0.4% 18,927 $735K
Invst, LLC 0.08% Reduce -4.5% 18,730 $735K
American Trust 0.06% No change 18,904 $734K
RMR Wealth Builders 0.08% No change 18,841 $732K
GAMMA Investing LLC 0.10% Add +124.8% 18,736 $728K
TCW Group Inc. 0.01% Add +4.0% 18,665 $725K
CSS LLC 0.16% No change 18,618 $723K
Coldstream Capital Management Inc. 0.02% Add +1.5% 18,593 $722K
Provident Investment Management, Inc. 0.07% Add +25.9% 18,530 $720K
Gallagher Fiduciary Advisors, LLC 0.16% Reduce -3.0% 18,435 $716K
Hennion & Walsh Asset Management, Inc. 0.04% Add +37.6% 18,371 $714K
Maven Securities LTD 0.11% New 18,363 $713K
Hilltop Holdings Inc. 0.08% Reduce -12.1% 18,261 $709K
Sheets Smith Wealth Management 0.08% Reduce -0.4% 18,089 $703K
Brown Brothers Harriman & Co. 0.01% Reduce -2.3% 18,083 $703K
Cerro Pacific Wealth Advisors LLC 0.27% — 18,055 $701K
Nicolet Advisory Services, LLC 0.07% Add +31.4% 17,813 $699K
Douglass Winthrop Advisors, LLC 0.01% Add +2.2% 17,916 $696K
Financial Management Network Inc. 0.17% New 18,207 $696K
Whittier Trust Co. 0.01% Reduce -23.6% 17,848 $693K
Menard Financial Group LLC 0.49% Add +118.4% 17,823 $692K
Moneta Group Investment Advisors LLC 0.01% Reduce -12.1% 17,771 $690K
Brady Family Wealth, LLC 0.22% Add +23.0% 17,657 $686K
MAI Capital Management 0.01% Add +3.2% 17,537 $681K
Cunning Capital Partners, LP 0.38% No change 17,500 $680K
Bayview Asset Management, LLC 0.40% Reduce -27.1% 17,500 $680K
Ignite Planners, LLC 0.17% Reduce -4.3% 17,786 $680K
Procyon Advisors, LLC 0.05% Reduce -3.8% 17,416 $677K
Legacy Wealth Asset Management, LLC 0.19% Reduce -28.8% 17,364 $675K
Leisure Capital Management 0.31% Reduce -1.1% 17,346 $674K
Tower Bridge Advisors 0.08% Reduce -81.5% 17,290 $672K
Canal Capital Management, LLC 0.11% Add +0.3% 17,272 $671K
Essex Financial Services, Inc. 0.05% Add +7.5% 15,946 $670K
Eastover Investment Advisors LLC 0.32% No change 16,920 $669K
AlTi Global, Inc. 0.02% Reduce -13.3% 17,203 $668K
GTS Securities LLC 0.01% New 17,127 $665K
Badgley Phelps Wealth Managers, LLC 0.02% Add +1.4% 17,043 $662K
Gabelli Funds LLC 0.01% No change 17,000 $660K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -6.0% 16,915 $657K
Rossmore Private Capital 0.09% No change 16,817 $653K
Meitav Investment House Ltd. 0.01% Reduce -5.7% 17,247 $653K
Woodard & Co. Asset Management Group Inc. 0.16% No change 16,788 $652K
OmniStar Financial Group, Inc. 0.58% Add +0.3% 16,627 $646K
Resources Management Corp. /CT/ 0.09% No change 16,600 $645K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -1.6% 16,590 $645K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -22.1% 16,587 $644K
Cyndeo Wealth Partners, LLC 0.05% Add +1.1% 16,575 $644K
Northwest & Ethical Investments L.P. 0.02% Reduce -30.4% 16,500 $641K
Franklin Street Advisors Inc. 0.05% Add +3.2% 16,489 $641K
Busey Bank 0.02% Reduce -2.9% 16,489 $641K
Signature Estate & Investment Advisors LLC 0.02% Add +138.7% 16,483 $640K
Mayfair Advisory Group, LLC 0.43% Reduce -4.0% 15,792 $640K
HM Payson & Co. 0.01% Add +2.7% 16,345 $635K
Dudley Capital Management, LLC 0.36% Reduce -0.9% 16,328 $634K
Stratos Wealth Advisors, LLC 0.03% Add +1.4% 16,143 $627K
Fourpath Capital Management, LLC 0.46% Reduce -3.7% 16,097 $625K
Register Financial Advisors LLC 0.31% Reduce -6.1% 16,008 $622K
Sumitomo Life Insurance Co. 0.01% Reduce -10.4% 15,955 $620K
North Star Investment Management Corp. 0.05% Reduce -3.2% 15,893 $617K
FLC Capital Advisors 0.15% No change 15,849 $616K
Trust Asset Management LLC 0.05% No change 15,787 $613K
Strategic Blueprint, LLC 0.04% Add +5.9% 15,693 $610K
PGGM Investments 0.01% No change 15,679 $609K
Atticus Wealth Management, LLC 0.20% Reduce -0.9% 15,634 $607K
Strategic Advisors LLC 0.12% No change 15,600 $606K
Westwood Holdings Group Inc. 0.01% Add +0.0% 15,547 $604K
Private Trust Co. NA 0.07% Reduce -12.3% 15,521 $603K
Inspirion Wealth Advisors, LLC 0.09% No change 15,500 $602K
Central Pacific Bank - Trust Division 0.08% No change 15,500 $602K
Thompson Investment Management, Inc. 0.09% Reduce -0.3% 15,437 $600K
Smartleaf Asset Management LLC 0.10% Add +26.1% 15,843 $600K
City Holding Co. 0.09% Reduce -22.0% 15,427 $599K
Delta Accumulation, LLC 3.33% Add +0.0% 15,330 $596K
Versor Investments LP 0.11% Add +6.3% 15,300 $594K
Wealth Quarterback LLC 0.34% Reduce -14.6% 15,238 $592K
Aspire Private Capital, LLC 0.15% Add +12.0% 15,232 $592K
Beacon Investment Advisors LLC 0.30% Add +67.0% 15,125 $588K
Fifth Third Wealth Advisors LLC 0.04% New 15,104 $587K
Outfitters Financial LLC 0.49% Reduce -14.5% 15,077 $586K
iA Global Asset Management Inc. 0.01% New 15,052 $585K
PFG Investments, LLC 0.04% Add +1.2% 14,958 $581K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -45.4% 14,905 $579K
Aull & Monroe Investment Management Corp 0.28% Reduce -1.3% 14,843 $577K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% Reduce -0.4% 14,721 $572K
Community Trust & Investment Co. 0.04% Add +3.5% 14,671 $570K
Montag & Caldwell, LLC 0.11% No change 14,562 $566K
Evercore Wealth Management, LLC 0.01% Add +2.1% 14,548 $565K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -86.8% 14,534 $565K
Smith & Howard Wealth Management, LLC 0.17% New 14,486 $563K
Intech Investment Management LLC 0.01% Add +63.3% 14,415 $560K
Waterloo Capital, L.P. 0.07% Add +9.3% 14,412 $560K
Hamilton Capital Partners Inc. 0.06% Add +14.3% 14,400 $559K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +2.0% 14,339 $557K
Fiduciary Group, LLC 0.06% Reduce -4.7% 14,329 $557K
Insigneo Advisory Services, LLC 0.06% Reduce -6.3% 13,461 $554K
Evergreen Capital Management LLC 0.02% Add +8.1% 14,228 $553K
Vaughan David Investments LLC 0.01% Reduce -10.4% 14,210 $552K
Summit Trail Advisors, LLC 0.01% Add +39.9% 14,148 $550K
Live Oak Private Wealth LLC 0.09% Add +24.2% 14,104 $548K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.4% 14,081 $547K
Prosperity Wealth Management, Inc. 0.27% No change 14,024 $545K
Cigna Investments Inc. 0.10% Reduce -0.8% 13,955 $542K
Hilltop National Bank 0.17% Add +0.0% 13,942 $542K
Premier Path Wealth Partners, LLC 0.09% Add +17.2% 13,869 $539K
Concourse Financial Group Securities, Inc. 0.03% Add +4.0% 13,816 $537K
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -69.6% 13,798 $536K
Freedom Investment Management, Inc. 0.04% Add +4.5% 13,770 $535K
MainStreet Investment Advisors LLC 0.07% Reduce -83.1% 13,765 $535K
Cobblestone Capital Advisors LLC 0.03% Add +1.6% 13,706 $532K
Partners in Financial Planning 0.12% Add +0.2% 13,641 $530K
Aigen Investment Management, LP 0.10% New 13,622 $529K
Pinnacle Holdings, LLC 0.25% No change 13,520 $525K
Penserra Capital Management LLC 0.01% No change 13,518 $525K
Marcum Wealth, LLC 0.05% Reduce -0.3% 13,480 $524K
Naples Global Advisors, LLC 0.05% Reduce -0.0% 13,460 $523K
NBT Bank, N.A. 0.04% Add +15.5% 13,414 $521K
Archer Investment Corp 0.15% Add +15.8% 13,409 $521K
Chemung Canal Trust Co. 0.10% Add +0.6% 13,404 $521K
Transatlantique Private Wealth LLC 0.21% Reduce -9.1% 13,279 $518K
CNB Bank 0.25% Reduce -54.3% 13,308 $517K
Crawford Investment Counsel Inc. 0.01% Add +12.6% 13,267 $515K
Keel Point, LLC 0.05% Add +2.4% 12,362 $515K
Fullerton Fund Management Co Ltd. 0.02% Add +22.4% 13,241 $514K
Mitchell McLeod Pugh & Williams Inc. 0.12% Reduce -1.8% 13,139 $510K
Ransom Advisory, Ltd 0.26% Reduce -11.5% 13,124 $510K
Supplemental Annuity Collective Trust of NJ 0.16% No change 13,123 $510K
Quadrant Private Wealth Management, LLC 0.12% Add +5.1% 13,077 $508K
Wealth Alliance Advisory Group, LLC 0.11% No change 13,011 $505K
Avalon Trust Co 0.04% No change 13,000 $505K
Teza Capital Management LLC 0.06% Reduce -51.1% 12,971 $504K
Chilton Investment Co. Inc. 0.01% No change 12,950 $503K
X-Square Capital, LLC 0.18% Reduce -0.4% 12,934 $502K
Readystate Asset Management LP 0.04% New 12,796 $497K
Bard Financial Services, Inc. 0.05% Reduce -3.8% 12,700 $493K
Centaurus Financial, Inc. 0.03% Add +1.3% 12,609 $490K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -3.1% 12,603 $490K
Applied Finance Capital Management, LLC 0.02% Add +23.1% 12,567 $488K
Uncommon Cents Investing LLC 0.15% Add +12.0% 12,540 $487K
Sowell Financial Services LLC 0.02% New 12,407 $482K
Driehaus Capital Management LLC 0.00% Reduce -32.3% 12,312 $478K
Greenleaf Trust 0.00% Add +7.0% 12,304 $478K
Texas Yale Capital Corp. 0.02% Add +1.1% 12,248 $476K
Koshinski Asset Management, Inc. 0.04% Add +7.2% 12,172 $474K
Equitable Holdings, Inc. 0.01% Add +23.4% 12,155 $472K
World Investment Advisors 0.03% New 12,131 $471K
Cidel Asset Management Inc. 0.04% No change 12,123 $471K
Park Place Capital Corp 0.15% Reduce -21.6% 12,120 $471K
Compound Planning, Inc. 0.03% Add +36.6% 12,114 $471K
Select Asset Management & Trust 0.19% Reduce -51.6% 12,097 $470K
Washington Capital Management, Inc. 0.40% No change 12,000 $466K
NorthRock Partners, LLC 0.02% Add +10.2% 11,982 $466K
Exencial Wealth Advisors, LLC 0.02% Reduce -3.2% 11,957 $465K
Intrust Bank NA 0.05% Reduce -7.3% 11,945 $464K
Geneos Wealth Management Inc. 0.02% Add +0.2% 11,919 $463K
Hazlett, Burt & Watson, Inc. 0.24% Reduce -4.5% 11,917 $462K
Westhampton Capital, LLC 0.25% No change 11,870 $461K
Pathway Financial Advisors LLC 0.12% No change 11,864 $461K
Longfellow Investment Management Co. LLC 0.11% Add +0.7% 11,723 $455K
Montchanin Asset Management, LLC 0.43% Reduce -2.4% 11,690 $454K
Sculati Wealth Management, LLC 0.19% No change 11,659 $453K
Haverford Trust Co 0.00% Add +26.6% 11,631 $452K
Klingman & Associates, LLC 0.03% Add +2.6% 11,547 $449K
Ellevest, Inc. 0.03% Reduce -8.9% 11,543 $448K
First Manhattan Co. Llc. 0.00% Add +6.7% 11,520 $448K
Boltwood Capital Management 0.14% Reduce -0.0% 11,510 $447K
Ascentis Independent Advisors 0.09% — 11,491 $446K
Gardner Russo & Quinn 0.00% Add +0.8% 11,470 $446K
Farmers Trust Co. 0.09% Reduce -2.5% 11,402 $443K
Checchi Capital Advisers, LLC 0.03% Add +4.9% 11,363 $441K
Roman Butler Fullerton & Co. 0.14% Add +3.9% 11,226 $441K
Tandem Investment Advisors, Inc. 0.02% Reduce -6.8% 11,334 $440K
First City Capital Management, Inc. 0.25% Add +70.5% 11,309 $439K
Seven Eight Capital, LP 0.05% New 11,172 $434K
Banque Cantonale Vaudoise 0.02% New 11,192 $434K
Silver Oak Securities, Incorporated 0.06% Add +26.0% 11,140 $433K
GW Henssler & Associates Ltd. 0.03% Add +13.4% 11,138 $433K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.3% 10,913 $424K
Legacy Capital Group California, Inc. 0.15% Add +1.0% 10,904 $424K
Alliance Wealth Advisors, LLC 0.27% Reduce -4.6% 10,880 $423K
Perpetual Ltd 0.00% No change 10,851 $422K
FSB Premier Wealth Management, Inc. 0.19% Reduce -11.2% 10,820 $420K
Pine Harbor Wealth Management, LLC 0.25% Reduce -1.1% 10,728 $417K
Tocqueville Asset Management L.P. 0.01% Reduce -1.6% 10,697 $416K
IFP Advisors, Inc 0.02% Reduce -14.4% 10,643 $413K
Wilkins Investment Counsel Inc. 0.06% No change 10,620 $413K
Good Life Advisors, LLC 0.03% Add +3.6% 10,616 $412K
Verum Partners LLC 0.13% Add +2.5% 10,573 $411K
Concord Asset Management, LLC 0.10% Reduce -6.1% 10,537 $409K
Clarius Group, LLC 0.03% Reduce -6.5% 10,527 $409K
1776 Wealth LLC 0.18% Reduce -5.8% 10,500 $408K
Convergence Financial, LLC 0.11% New 10,486 $407K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +123.6% 10,471 $407K
Centennial Wealth Advisory LLC 0.18% Add +15.6% 10,433 $405K
Chiron Capital Management, LLC 0.39% Reduce -1.9% 10,407 $404K
Keudell/Morrison Wealth Management 0.12% Reduce -1.3% 10,387 $404K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -5.5% 10,378 $403K
Successful Portfolios LLC 0.28% Add +0.1% 10,341 $402K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -28.4% 10,316 $401K
Forum Financial Management, LP 0.01% Add +0.1% 10,306 $400K
Taylor Hoffman Wealth Management 0.16% No change 10,188 $400K
BSW Wealth Partners 0.07% Reduce -6.9% 10,221 $397K
Prime Capital Investment Advisors, LLC 0.01% Add +2.6% 10,129 $394K
Headinvest, LLC 0.08% Reduce -7.7% 10,123 $393K
Rakuten Securities, Inc. 0.17% Add +1.9% 10,121 $393K
Cypress Capital Group 0.05% Reduce -1.2% 10,067 $391K
American Assets Inc. 0.14% No change 10,000 $389K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.7% 9,994 $388K
Newman Dignan & Sheerar, Inc. 0.10% Add +0.7% 9,969 $387K
Bridgefront Capital, LLC 0.16% New 9,956 $387K
Smith Salley Wealth Management 0.03% Reduce -37.6% 9,953 $387K
WealthTrust Axiom LLC 0.13% No change 9,944 $386K
Hoxton Planning & Management, LLC 0.18% Reduce -2.9% 9,933 $386K
My Legacy Advisors, LLC 0.12% Reduce -0.0% 9,933 $386K
Valmark Advisers, Inc. 0.01% Add +1.6% 9,902 $385K
Valley National Advisers Inc. 0.06% Reduce -4.5% 9,908 $384K
Parallel Advisors, LLC 0.01% Add +5.0% 9,843 $382K
Wedmont Private Capital 0.02% Add +43.3% 9,417 $381K
Southeast Asset Advisors, LLC 0.05% No change 9,765 $379K
Pettee Investors, Inc. 0.18% Reduce -4.2% 9,665 $375K
Waldron Private Wealth LLC 0.02% Add +75.1% 9,649 $375K
Sage Mountain Advisors LLC 0.03% Add +19.1% 9,646 $375K
Venturi Wealth Management, LLC 0.02% Add +5.3% 9,630 $374K
Farther Finance Advisors, LLC 0.02% Add +165.3% 9,488 $372K
Wealthspire Retirement, LLC 0.03% Add +0.1% 9,581 $372K
Community Bank & Trust, Waco, Texas 0.09% Add +42.2% 9,580 $372K
Heartwood Wealth Advisors LLC 0.04% Add +40.5% 9,531 $370K
Simmons Bank 0.03% Add +17.5% 9,408 $366K
Shepherd Financial Partners LLC 0.05% Add +2.8% 9,393 $365K
Quadrant Capital Group LLC 0.03% Add +45.3% 9,376 $364K
IHT Wealth Management, LLC 0.01% Reduce -3.6% 9,368 $364K
Financial Management Professionals, Inc. 0.05% Add +9.4% 9,338 $363K
FWG Holdings, LLC 0.18% No change 8,212 $363K
ForthRight Wealth Management, LLC 0.13% Reduce -7.5% 9,313 $362K
Rede Wealth, LLC 0.33% Reduce -2.7% 9,305 $362K
MTM Investment Management, LLC 0.15% Add +0.2% 9,200 $357K
Summit Asset Management, LLC 0.04% Add +0.2% 9,177 $357K
M Holdings Securities, Inc. 0.05% New 9,155 $356K
Parthenon LLC 0.05% Add +0.5% 9,155 $356K
Everett Harris & Co. 0.00% Reduce -1.8% 9,133 $355K
Aspiriant, LLC 0.01% Reduce -17.1% 9,118 $354K
Arlington Trust Co LLC 0.08% Add +108.8% 9,077 $353K
Accurate Wealth Management, LLC 0.08% Add +36.2% 8,535 $353K
International Private Wealth Advisors LLC 0.59% Add +6.8% 9,050 $352K
Hayek Kallen Investment Management 0.13% No change 9,047 $351K
Berkshire Asset Management LLC 0.02% New 8,977 $349K
EverSource Wealth Advisors, LLC 0.02% Add +12.5% 7,802 $349K
Empower Advisory Group, LLC 0.00% Add +19.4% 8,956 $348K
Avior Wealth Management, LLC 0.01% Add +81.4% 8,944 $347K
Perigon Wealth Management, LLC 0.01% Reduce -3.8% 8,943 $347K
Fiducient Advisors LLC 0.05% No change 8,915 $346K
EP Wealth Advisors, LLC 0.00% Add +42.6% 8,914 $346K
Secure Asset Management, LLC 0.07% Reduce -7.3% 8,904 $346K
Cooper Financial Group 0.05% Reduce -41.6% 8,878 $345K
Eagle Strategies LLC 0.07% Add +62.6% 8,839 $343K
PEAK6 Investments LLC 0.02% Reduce -59.3% 8,832 $343K
Foster & Motley Inc. 0.02% New 8,838 $343K
HHM Wealth Advisors, LLC 0.05% Add +13.2% 8,764 $340K
Beverly Hills Private Wealth, LLC 0.07% Reduce -9.9% 8,714 $339K
Hill Investment Group Partners, LLC 0.05% Add +1.1% 7,648 $338K
Bristlecone Advisors, LLC 0.03% Reduce -9.6% 8,683 $337K
Ted Buchan & Co 0.18% New 8,679 $337K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 8,675 $337K
Birmingham Capital Management Co. Inc. 0.13% Add +1.4% 8,665 $337K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +361.8% 8,650 $336K
Searle & Co. 0.08% No change 8,644 $336K
Capital City Trust Co. 0.09% No change 8,624 $335K
Citizens Financial Group Inc. 0.01% Add +33.0% 8,610 $335K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +1.1% 8,584 $333K
Aviance Capital Partners, LLC 0.05% Add +0.9% 8,578 $333K
Selective Wealth Management, Inc. 0.15% No change 8,545 $332K
Independent Financial Group, LLC 0.01% New 8,554 $332K
3Chopt Investment Partners, LLC 0.10% New 8,525 $331K
BIP Wealth, LLC 0.03% No change 8,473 $329K
Mather Group, Llc. 0.00% Add +135.7% 8,408 $328K
Institute for Wealth Management, LLC. 0.04% Add +0.9% 8,432 $328K
Lake Street Advisors Group, LLC 0.02% Add +1.4% 8,418 $327K
Wedbush Securities Inc. 0.01% Add +4.4% 8,414 $327K
Clark Capital Management Group, Inc. 0.00% New 8,412 $327K
Westpac Banking Corp. 0.03% Reduce -12.9% 8,397 $326K
Calton & Associates, Inc. 0.16% Add +63.2% 8,393 $326K
Cim Investment Management Inc. 0.10% Reduce -0.6% 8,363 $325K
Ti-Trust, Inc. 0.25% No change 8,330 $324K
Prestige Wealth Management Group LLC 0.07% Reduce -1.9% 8,326 $323K
Malaga Cove Capital, LLC 0.13% Reduce -1.4% 8,322 $323K
Formidable Asset Management, LLC 0.05% Reduce -2.0% 8,304 $323K
Kovack Advisors, Inc. 0.04% Reduce -10.3% 8,296 $322K
Cornerstone Advisors Asset Management, LLC 0.09% No change 8,208 $319K
Rehmann Capital Advisory Group 0.02% Reduce -4.7% 8,203 $319K
Cypress Wealth Services, LLC 0.07% Reduce -3.0% 8,197 $318K
New Hampshire Trust 0.07% Reduce -7.1% 8,138 $316K
LBMC Investment Advisors, LLC 0.03% No change 8,098 $315K
Adapt Wealth Advisors, LLC 0.20% Add +26.8% 8,050 $313K
CX Institutional 0.01% Add +3.4% 8,050 $313K
Parkside Financial Bank & Trust 0.05% Reduce -5.1% 8,045 $313K
Duncan Williams Asset Management, LLC 0.26% Add +37.7% 8,042 $312K
Qtron Investments LLC 0.05% Reduce -27.9% 8,038 $312K
GeoWealth Management, LLC 0.01% Add +10.3% 8,030 $312K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -42.1% 8,011 $311K
Compagnie Lombard Odier SCmA 0.01% No change 8,000 $311K
Eads & Heald Wealth Management 0.15% Add +33.6% 7,972 $310K
Abacus Planning Group, Inc. 0.06% Add +0.7% 7,969 $310K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -31.3% 7,888 $306K
Wagner Wealth Management, LLC 0.09% Add +0.9% 7,860 $305K
Lafayette Investments, Inc. 0.07% No change 7,845 $305K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -4.6% 7,805 $303K
Conning Inc. 0.01% Add +4.3% 7,789 $303K
ProVise Management Group, LLC 0.03% Reduce -75.2% 7,768 $302K
SYSTM Wealth Solutions LLC 0.07% Reduce -10.6% 7,759 $301K
Fonville Wealth Management LLC 0.12% Add +0.3% 7,704 $299K
Morris Financial Concepts, Inc. 0.14% Add +6.6% 7,688 $299K
Fiduciary Trust Co 0.00% Add +1.3% 7,688 $299K
Fisher Asset Management 0.00% Add +26.5% 7,650 $297K
CreativeOne Wealth, LLC 0.01% Reduce -42.3% 7,642 $297K
Stone Summit Wealth LLC 0.11% Reduce -5.0% 7,600 $295K
Tritonpoint Wealth, LLC 0.03% Reduce -5.2% 7,562 $294K
NewEdge Wealth, LLC 0.01% Add +17.6% 7,535 $293K
Continuum Advisory, LLC 0.04% Add +0.5% 7,487 $291K
XTX Topco Ltd 0.02% Reduce -76.1% 7,486 $291K
Central Bank & Trust Co. 0.04% Add +72.6% 7,423 $288K
HBK Sorce Advisory LLC 0.01% Reduce -4.8% 7,394 $287K
MBL Wealth, LLC 0.03% Reduce -59.6% 7,367 $286K
Cannon Financial Strategists, Inc. 0.05% New 7,360 $286K
Vise Technologies, Inc. 0.05% New 7,335 $285K
Aldebaran Financial Inc. 0.37% Add +2.4% 7,315 $284K
Cassia Capital Partners, LLC 0.19% Reduce -49.9% 7,311 $284K
Colton Groome Financial Advisors, LLC 0.11% New 7,280 $283K
Wrapmanager Inc. 0.08% Reduce -14.4% 7,275 $283K
Johnson Investment Counsel Inc. 0.00% Reduce -14.4% 7,264 $282K
Caldwell Trust Co 0.03% Reduce -6.2% 7,260 $282K
Holocene Advisors, LP 0.00% Reduce -99.7% 7,259 $282K
Daymark Wealth Partners, LLC 0.01% Reduce -10.6% 7,216 $280K
LexAurum Advisors, LLC 0.07% Reduce -1.4% 7,201 $280K
Peachtree Investment Partners, LLC 0.11% Reduce -5.5% 7,194 $279K
NORTHSTAR ASSET MANAGEMENT Co 0.07% New 7,193 $279K
WBH Advisory Inc. 0.03% Reduce -4.5% 7,187 $279K
Belpointe Asset Management LLC 0.02% Reduce -0.6% 7,172 $279K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 7,172 $279K
Paragon Capital Management Ltd 0.05% New 7,117 $276K
First Heartland Consultants, Inc. 0.03% Add +2.5% 7,117 $276K
Meridian Financial Partners LLC 0.16% Reduce -7.2% 6,472 $275K
Wolverine Trading, LLC 0.00% Reduce -71.3% 7,057 $274K
Westover Capital Advisors, LLC 0.07% Reduce -0.6% 7,018 $273K
Avaii Wealth Management, LLC 0.15% Add +3.2% 7,005 $272K
1ST Source Bank 0.02% Add +4.5% 6,987 $271K
CENTRAL TRUST Co 0.01% Reduce -14.9% 6,913 $269K
Biltmore Family Office, LLC 0.05% No change 6,880 $267K
Sapient Capital LLC 0.01% Reduce -15.8% 6,847 $266K
Geller Advisors LLC 0.02% Add +2.8% 6,821 $265K
Aprio Wealth Management, LLC 0.05% Reduce -6.6% 6,804 $264K
Norway Savings Bank 0.15% Reduce -38.6% 6,802 $264K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.8% 6,741 $262K
Councilmark Asset Management, LLC 0.18% No change 6,650 $258K
Transcend Capital Advisors, LLC 0.02% New 6,649 $258K
Xcel Wealth Management, LLC 0.08% Reduce -18.4% 6,639 $258K
Hodges Capital Management Inc. 0.02% Reduce -6.9% 6,623 $257K
Yeomans Consulting Group, Inc. 0.10% Add +11.9% 6,585 $256K
Paloma Partners Management Co 0.03% Add +114.8% 6,574 $255K
Capital Square, LLC 0.17% Reduce -3.4% 5,818 $255K
Plato Investment Management Ltd 0.02% Add +48.2% 6,537 $254K
New Wave Wealth Advisors LLC 0.14% — 6,535 $254K
Canton Hathaway, LLC 0.07% No change 6,516 $253K
LifePlan Financial, LLC 0.23% New 6,502 $253K
Catalyst Financial Partners LLC 0.06% New 6,485 $252K
Gateway Investment Advisers LLC 0.00% Reduce -97.7% 6,452 $251K
Phillips Wealth Planners LLC 0.26% Add +1.2% 6,379 $250K
Trust Point Inc. 0.02% Reduce -7.3% 6,443 $250K
Family Legacy, Inc. 0.09% Reduce -3.9% 6,433 $250K
FDx Advisors, Inc. 0.07% Reduce -22.5% 6,415 $249K
Cable Hill Partners, LLC 0.03% New 6,377 $248K
United Community Bank 0.10% Reduce -47.1% 6,368 $247K
Emfo, LLC 0.22% Reduce -0.2% 6,315 $245K
Great Valley Advisor Group, Inc. 0.01% New 6,292 $245K
Curi Capital, LLC 0.01% Add +5.7% 6,268 $244K
Keystone Financial Group 0.09% Add +2.2% 6,222 $242K
Main Street Financial Solutions, LLC 0.02% Add +13.1% 6,212 $241K
Symmetry Partners, LLC 0.01% No change 6,193 $241K
Gradient Investments LLC 0.01% Add +182.0% 6,195 $241K
Oakworth Capital, Inc. 0.02% Add +145.5% 6,190 $240K
1620 Investment Advisors, Inc. 0.19% Reduce -0.5% 6,183 $240K
Cassady Schiller Wealth Management, LLC 0.10% No change 6,172 $240K
Altrius Capital Management Inc 0.06% Reduce -4.3% 6,153 $239K
Capstone Investment Advisors, LLC 0.01% Reduce -26.6% 6,146 $239K
Sunpointe, LLC 0.16% Add +5.9% 6,138 $238K
RiverFront Investment Group, LLC 0.01% No change 6,113 $237K
ARS Wealth Advisors Group, LLC 0.03% Reduce -49.2% 6,105 $237K
Quotient Wealth Partners, LLC 0.01% Reduce -1.4% 6,060 $235K
Rock Point Advisors, LLC 0.07% Reduce -3.2% 6,050 $235K
Gsa Capital Partners LLP 0.02% Reduce -54.2% 6,039 $235K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.8% 6,047 $235K
Evermay Wealth Management LLC 0.04% Reduce -7.0% 5,985 $233K
Lindbrook Capital, LLC 0.02% Reduce -0.5% 5,970 $232K
Ballew Advisors, Inc 0.15% No change 5,602 $232K
Virtue Capital Management, LLC 0.04% New 5,222 $231K
Romano Brothers and Company 0.03% No change 5,925 $230K
Klingenstein Fields & Co. LP 0.01% No change 5,912 $230K
Mendel Money Management 0.11% Reduce -13.8% 5,889 $229K
Strategic Wealth Investment Group, LLC 0.03% — 5,827 $229K
Trexquant Investment LP 0.00% New 5,884 $229K
Personal Cfo Solutions, LLC 0.04% New 5,869 $228K
Lantern Wealth Advisors, LLC 0.16% New 5,811 $226K
Kenora Financial, LLC 0.09% Reduce -0.9% 5,807 $226K
Aaron Wealth Advisors LLC 0.03% New 5,787 $225K
D'Orazio & Associates, Inc. 0.03% No change 5,780 $225K
Davis R M Inc. 0.00% New 5,778 $224K
Augustine Asset Management Inc. 0.09% Reduce -2.0% 5,737 $223K
Horizon Bancorp Inc. 0.11% Add +19.5% 5,727 $222K
Baron Wealth Management LLC 0.12% No change 5,714 $222K
Patrick M Sweeney & Associates, Inc. 0.18% Add +0.0% 5,707 $222K
CIC Wealth, LLC 0.06% Reduce -7.4% 5,670 $220K
Smith Thornton Advisors LLC 0.16% — 5,668 $220K
Kingfisher Capital LLC 0.05% No change 5,657 $220K
Greatmark Investment Partners, Inc. 0.03% New 5,658 $220K
Carolinas Wealth Consulting LLC 0.04% Reduce -0.2% 5,649 $219K
Graypoint LLC 0.02% Add +8.9% 5,606 $218K
Carmichael Hill & Associates, Inc. 0.09% No change 5,578 $217K
Harmony Asset Management LLC 0.09% Reduce -35.8% 5,555 $216K
Sugarloaf Wealth Management, LLC 0.04% Reduce -0.5% 5,547 $215K
CVA Family Office, LLC 0.04% Add +0.8% 5,542 $215K
Scotia Capital Inc. 0.00% Add +3.8% 5,526 $215K
Cornerstone Management, Inc. 0.05% No change 5,521 $214K
Toth Financial Advisory Corp. 0.03% Add +8.3% 5,511 $214K
Enterprise Financial Services Corp 0.13% Reduce -0.5% 5,499 $214K
LMCG Investments, LLC 0.01% No change 5,493 $213K
AlphaMark Advisors, LLC 0.07% Reduce -5.2% 5,482 $213K
High Net Worth Advisory Group LLC 0.06% No change 5,477 $213K
Avestar Capital, LLC 0.02% New 5,467 $212K
Asset Dedication, LLC 0.01% Reduce -11.5% 5,433 $211K
World Equity Group, Inc. 0.06% Reduce -6.9% 5,430 $211K
First American Trust, FSB 0.02% Reduce -17.7% 5,430 $211K
Country Club Bank 0.01% No change 5,550 $210K
CI Investments Inc. 0.00% Reduce -9.8% 5,409 $210K
Stonegate Investment Group, LLC 0.01% Reduce -12.9% 5,392 $209K
AJOVista, LLC 0.60% No change 5,392 $209K
CFO4Life Group, LLC 0.04% Add +2.0% 5,375 $209K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -25.2% 5,366 $208K
Summit X, LLC 0.05% New 5,297 $208K
Muirfield Wealth Advisors LLC 0.20% Add +1.4% 5,346 $208K
LongView Wealth Management 0.08% Reduce -2.7% 5,322 $207K
Future Financial Wealth Managment LLC 0.18% Add +82.8% 5,300 $206K
Harbour Trust & Investment Management Co 0.02% Reduce -14.6% 5,289 $205K
Dover Advisors, LLC 0.13% No change 5,285 $205K
Cape Investment Advisory, Inc. 0.09% Reduce -1.8% 5,278 $205K
Next Level Private LLC 0.09% Add +1.4% 5,266 $205K
M. Kulyk & Associates, LLC 0.05% No change 5,252 $204K
PFW Advisors LLC 0.06% Add +0.1% 5,214 $203K
West Family Investments, Inc. 0.06% No change 5,213 $203K
Apexium Financial, LP 0.01% New 5,210 $202K
Keynote Financial Services LLC 0.17% New 5,203 $202K
SC&H Financial Advisors, Inc. 0.05% No change 5,183 $201K
Southern Capital Advisors, LLC 0.12% New 5,178 $201K
Hexagon Capital Partners LLC 0.04% Add +578.0% 5,112 $199K
USA Financial Formulas 0.03% Add +13005.1% 5,111 $199K
Castleview Partners, LLC 0.11% Reduce -10.0% 5,059 $197K
Family Firm, Inc. 0.04% New 4,723 $184K
Realta Investment Advisors 0.04% Add +0.5% 4,611 $179K
Nemes Rush Group LLC 0.02% Reduce -12.1% 4,600 $179K
Abich Financial Wealth Management LLC 0.12% Add +22.8% 4,543 $177K
Hartford Financial Management Inc. 0.04% No change 4,399 $171K
Bollard Group LLC 0.00% Add +1.4% 4,276 $166K
CarsonAllaria Wealth Management, Ltd. 0.10% Reduce -6.8% 4,207 $163K
Cromwell Holdings LLC 0.10% — 4,108 $160K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -90.0% 4,048 $157K
Wellington Shields & Co., LLC 0.05% Add +33.3% 4,000 $155K
Bruce G. Allen Investments, LLC 0.13% Add +9.8% 3,896 $151K
Dakota Community Bank & Trust NA 0.81% Reduce -14.4% 3,878 $151K
Fairscale Capital, LLC 0.13% — 3,503 $149K
American Capital Advisory, LLC 0.11% Reduce -8.8% 4,026 $149K
Sound Income Strategies, LLC 0.01% Add +1.1% 3,785 $147K
Harbour Investments, Inc. 0.00% Add +0.2% 3,776 $147K
Unique Wealth Strategies, LLC 0.07% New 3,747 $146K
Deseret Mutual Benefit Administrators 0.07% Reduce -4.3% 3,683 $143K
Caldwell Sutter Capital, Inc. 0.07% Add +3.2% 3,657 $142K
WASHINGTON TRUST Co 0.01% Add +2.3% 3,614 $140K
Alta Advisers Ltd 0.07% No change 3,600 $140K
Manchester Capital Management LLC 0.02% Add +27.5% 3,600 $140K
Capital Analysts, LLC 0.01% Reduce -2.3% 3,555 $138K
Transamerica Financial Advisors, LLC 0.01% No change 3,508 $137K
Arax Advisory Partners 0.01% Add +19.6% 3,504 $136K
Leonteq Securities AG 0.02% Reduce -12.1% 3,426 $133K
Lazard Asset Management LLC 0.00% New 3,396 $130K
Riverview Trust Co 0.12% No change 3,295 $128K
Creative Financial Designs Inc. 0.01% Add +0.4% 3,258 $127K
MV Capital Management, Inc. 0.01% Add +0.5% 3,253 $126K
EdgeRock Capital LLC 0.10% New 3,245 $126K
Lynx Investment Advisory 0.09% — 3,106 $121K
Boyd Watterson Asset Management LLC 0.03% No change 3,012 $117K
First PREMIER Bank 0.03% No change 3,000 $117K
Tompkins Financial Corp. 0.01% No change 3,005 $117K
Tobam 0.02% Reduce -70.7% 2,964 $115K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,925 $114K
Evolution Advisers, Inc. 0.07% Add +0.0% 74,865 $113K
Baldwin Wealth Partners LLC 0.01% Add +2.3% 2,870 $112K
First United Bank & Trust 0.04% No change 2,838 $110K
CKW Financial Group 0.01% No change 2,800 $110K
Main Street Group, LTD 0.05% Reduce -16.6% 2,795 $109K
LRI Investments, LLC 0.01% Add +2959.3% 2,784 $108K
Sunbelt Securities, Inc. 0.01% Reduce -42.7% 2,774 $108K
Raffa Wealth Management, LLC 0.03% No change 2,765 $107K
Bare Financial Services, Inc 0.06% Add +11.3% 2,396 $107K
SOA Wealth Advisors, LLC. 0.02% Add +656.4% 2,723 $106K
Summit Securities Group LLC 0.04% Add +58.8% 2,700 $105K
AlphaQuest LLC 0.01% Reduce -88.9% 2,625 $102K
AdvisorNet Financial, Inc 0.01% Reduce -9.6% 2,599 $101K
Proffitt & Goodson Inc. 0.02% No change 2,587 $101K
Silvant Capital Management LLC 0.00% No change 2,587 $101K
Janiczek Wealth Management, LLC 0.02% No change 2,526 $98K
Clear Investment Research, LLC 0.13% No change 2,481 $96K
Larson Financial Group LLC 0.01% Add +22.8% 2,454 $95K
Chilton Capital Management LLC 0.00% Add +5344.4% 2,450 $95K
Ashton Thomas Private Wealth, LLC 0.00% New 2,299 $89K
TD Waterhouse Canada Inc. 0.00% Reduce -12.8% 2,260 $89K
Quent Capital, LLC 0.01% Add +22.0% 2,271 $88K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Add +44.7% 2,200 $85K
Sittner & Nelson, LLC 0.04% No change 2,175 $84K
Gables Capital Management Inc. 0.04% Reduce -14.2% 2,171 $84K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +8.0% 2,171 $84K
Pinnacle Bancorp, Inc. 0.02% No change 2,124 $83K
Covestor Ltd 0.05% Reduce -5.3% 2,109 $82K
Smithfield Trust Co 0.00% Reduce -11.8% 2,068 $80K
Chris Bulman Inc 0.05% — 2,019 $78K
Grove Bank & Trust 0.01% Reduce -40.8% 2,010 $78K
Capital Advisors, Ltd. LLC 0.01% Add +0.1% 1,959 $76K
Providence Capital Advisors, LLC 0.02% No change 1,857 $72K
Clearstead Trust, LLC 0.02% No change 1,846 $72K
Benjamin Edwards Inc. 0.01% Add +31.6% 1,826 $71K
Loomis Sayles & Co. L P 0.00% Reduce -1.8% 1,811 $70K
First Foundation Advisors 0.00% Reduce -41.3% 1,771 $69K
Optimum Investment Advisors 0.03% Add +21.9% 1,671 $65K
POM Investment Strategies, LLC 0.05% Add +1.4% 1,635 $64K
Stephens Consulting, LLC 0.02% No change 1,555 $60K
Mechanics Financial Corp 0.03% Reduce -32.0% 1,495 $58K
Coppell Advisory Solutions LLC 0.01% — 1,475 $57K
Macroview Investment Management LLC 0.06% No change 1,390 $54K
GW&K Investment Management, LLC 0.00% Add +9.1% 1,276 $50K
Investment Research & Advisory Group, Inc. 0.02% Reduce -89.2% 1,283 $50K
Arrow Financial Corp 0.00% Reduce -8.9% 1,275 $50K
Winch Advisory Services, LLC 0.01% Reduce -11.3% 1,265 $49K
Trust Co 0.01% No change 1,233 $48K
Private Wealth Management Group, LLC 0.02% No change 1,227 $48K
Tyler-Stone Wealth Management 0.02% Add +1.3% 1,216 $47K
Voisard Asset Management Group, Inc. 0.02% New 1,200 $47K
Washington Trust Advisors, Inc. 0.00% Reduce -65.5% 1,094 $43K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 1,083 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,077 $42K
West Paces Advisors Inc. 0.01% Reduce -56.7% 1,077 $42K
Abound Wealth Management 0.02% Add +17.1% 1,074 $42K
Beacon Capital Management, LLC 0.01% Add +4.3% 1,059 $41K
Accordant Advisory Group Inc 0.04% Reduce -30.4% 1,036 $40K
Winthrop Capital Management, LLC 0.02% Reduce -87.9% 1,019 $40K
Criterion Capital Advisors, LLC 0.03% No change 1,024 $40K
TCTC Holdings, LLC 0.00% No change 1,023 $40K
Cedar Wealth Management, LLC 0.01% Reduce -33.3% 1,000 $39K
Hobbs Group Advisors, LLC 0.01% — 970 $38K
JFS Wealth Advisors, LLC 0.00% No change 955 $37K
Burkett Financial Services, LLC 0.02% Add +1.4% 945 $37K
Horizons Wealth Management 0.03% No change 853 $36K
Kiely Wealth Advisory Group, Inc. 0.02% No change 816 $34K
Missouri Trust & Investment Co 0.01% No change 854 $33K
Pin Oak Investment Advisors Inc. 0.03% No change 854 $33K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -74.4% 837 $33K
Rise Advisors, LLC 0.02% Add +1.3% 833 $32K
Versant Capital Management, Inc 0.01% Reduce -16.1% 833 $32K
Ofi Invest Asset Management 0.00% Add +7.3% 887 $32K
Johnson Financial Group, Inc. 0.00% No change 812 $32K
Mfa Wealth Advisors, LLC 0.01% New 767 $30K
MidAtlantic Capital Management, Inc. 0.02% Reduce -6.6% 745 $29K
Halpern Financial, Inc. 0.01% No change 742 $29K
BOK Financial Private Wealth, Inc. 0.00% New 737 $29K
SWAN Capital LLC 0.02% New 732 $28K
Union Savings Bank 0.01% No change 705 $27K
Wiser Advisor Group LLC 0.04% Reduce -16.9% 691 $27K
Annapolis Financial Services, LLC 0.01% No change 690 $27K
Crewe Advisors LLC 0.00% No change 686 $27K
Opal Wealth Advisors, LLC 0.01% Reduce -11.7% 657 $26K
Steph & Co. 0.01% Add +8.8% 570 $22K
Peoples Financial Services Corp. 0.01% No change 568 $22K
Rosenberg Matthew Hamilton 0.01% Reduce -27.5% 538 $21K
AllSquare Wealth Management LLC 0.01% No change 513 $20K
Financial Perspectives, Inc 0.01% No change 505 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 498 $19K
City State Bank 0.01% No change 453 $18K
CoreCap Advisors, LLC 0.00% Add +99.6% 449 $17K
Meeder Asset Management Inc. 0.00% Add +15.5% 446 $17K
Flputnam Investment Management Co. 0.00% New 445 $17K
Tucker Asset Management LLC 0.00% Add +1.4% 445 $17K
Morton Brown Family Wealth, LLC 0.01% Add +1.0% 403 $17K
Focused Wealth Management, Inc 0.00% New 436 $17K
WR Wealth Planners, LLC 0.01% Reduce -6.7% 429 $17K
McIlrath & Eck, LLC 0.00% No change 427 $17K
Fairman Group, LLC 0.02% Add +1.2% 407 $16K
Exchange Traded Concepts, LLC 0.00% Reduce -30.5% 405 $16K
FSC Wealth Advisors, LLC 0.01% No change 399 $16K
NewSquare Capital LLC 0.00% No change 393 $15K
Monetary Management Group Inc. 0.00% No change 388 $15K
Scarborough Advisors, LLC 0.01% Add +49.6% 377 $15K
Aspect Partners, LLC 0.01% No change 375 $15K
NFSG Corp 0.01% Reduce -79.0% 375 $15K
Richard W. Paul & Associates, LLC 0.01% Reduce -1.6% 374 $15K
Maryland Capital Advisors Inc. 0.01% No change 372 $14K
Piscataqua Savings Bank 0.01% No change 360 $14K
Redwood Wealth Management Group, LLC 0.01% New 350 $14K
Webster Bank, N. A. 0.00% Reduce -5.3% 342 $13K
Bell Investment Advisors, Inc 0.00% No change 337 $13K
M&R Capital Management Inc. 0.00% Reduce -80.7% 336 $13K
REAP Financial Group, LLC 0.00% Add +12.5% 334 $13K
Armstrong Advisory Group, Inc. 0.00% Reduce -33.6% 320 $12K
Operose Advisors LLC 0.00% No change 315 $12K
Solstein Capital, LLC 0.01% No change 311 $12K
Bangor Savings Bank 0.00% Reduce -1.9% 310 $12K
Tradewinds Capital Management, LLC 0.00% Add +1.6% 309 $12K
Olistico Wealth, LLC 0.01% New 300 $12K
Transcendent Capital Group LLC 0.01% No change 300 $12K
Old Second National Bank of Aurora 0.00% Reduce -23.3% 300 $12K
PSI Advisors, LLC 0.00% No change 288 $11K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 280 $11K
Glen Eagle Advisors, LLC 0.00% Reduce -52.7% 269 $10K
Valued Wealth Advisors LLC 0.01% Add +17.5% 268 $10K
Global Trust Asset Management, LLC 0.00% No change 250 $10K
ORG Partners LLC 0.00% Add +36.5% 247 $10K
Harbor Investment Advisory, LLC 0.00% Add +3.9% 243 $9K
Wetzel Investment Advisors, Inc. 0.01% No change 241 $9K
Atwood & Palmer Inc. 0.00% No change 225 $9K
Motco 0.00% No change 223 $9K
Iron Horse Wealth Management, LLC 0.00% No change 222 $9K
Security National Bank 0.00% No change 215 $8K
Stone House Investment Management, LLC 0.00% Reduce -31.8% 212 $8K
First Personal Financial Services 0.00% Reduce -27.8% 200 $8K
Planning Capital Management Corp 0.01% No change 195 $8K
CBIZ Investment Advisory Services, LLC 0.00% Add +19.5% 184 $7K
Fortitude Family Office, LLC 0.00% Add +35.3% 180 $7K
Sachetta, LLC 0.00% Reduce -15.9% 153 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 173 $7K
Hollencrest Capital Management 0.00% No change 168 $7K
Triad Wealth Partners, LLC 0.00% New 165 $6K
Centennial Bank 0.00% Reduce -46.1% 161 $6K
Key Financial Inc 0.00% No change 156 $6K
Anfield Capital Management, LLC 0.00% New 155 $6K
Avion Wealth 0.00% Add +49.1% 176 $6K
Fortis Group Advisors, LLC 0.00% No change 150 $6K
Gleason Group, Inc. 0.00% New 150 $6K
Kodai Capital Management LP 0.00% New 146 $6K
Cornerstone Planning Group LLC 0.00% Add +9.0% 133 $5K
Highline Wealth Partners LLC 0.00% New 138 $5K
Dunhill Financial, LLC 0.00% Add +2.3% 133 $5K
Sit Investment Associates Inc. 0.00% No change 125 $5K
Hantz Financial Services, Inc. 0.00% Reduce -44.9% 136 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +26.6% 119 $5K
First Financial Corp. 0.00% Reduce -61.5% 120 $5K
Core Alternative Capital 0.00% No change 104 $4K
Coston, McIsaac & Partners 0.00% No change 114 $4K
PFG Private Wealth Management, LLC 0.00% No change 101 $4K
Indiana Trust & Investment Management Co 0.00% Reduce -60.0% 100 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $4K
Strategic Financial Concepts, LLC 0.00% New 14,649 $4K
TFC Financial Management, Inc. 0.00% Add +193.6% 91 $4K
DT Investment Partners, LLC 0.00% No change 88 $3K
Rogco, LP 0.00% Reduce -18.9% 86 $3K
SJS Investment Consulting Inc. 0.00% Add +1.2% 82 $3K
Nvwm, LLC 0.00% Add +22.7% 81 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 78 $3K
Trifecta Capital Advisors, LLC 0.00% No change 76 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 73 $3K
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 68 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +26.4% 67 $3K
Legend Financial Advisors, Inc. 0.00% New 64 $2K
Front Row Advisors LLC 0.00% No change 64 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 63 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $2K
Ancora Advisors LLC 0.00% No change 60 $2K
Frazier Financial Advisors, LLC 0.00% No change 59 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +6.1% 52 $2K
Cypress Capital, LLC 0.00% New 51 $2K
Wolff Wiese Magana LLC 0.00% No change 40 $2K
American National Bank & Trust 0.00% New 40 $2K
Lowe Wealth Advisors, LLC 0.00% No change 30 $1K
Creekmur Asset Management LLC 0.00% Add +4.0% 26 $1K
Strengthening Families & Communities, LLC 0.00% New 16 $1K
Headlands Technologies LLC 0.00% Reduce -99.9% 20 $777
Ruedi Wealth Management, Inc. 0.00% New 19 $738
ClariVest Asset Management LLC 0.00% No change 19 $719
Atlantic Private Wealth, LLC 0.00% No change 15 $583
Chesapeake Asset Management LLC 0.00% Reduce -93.0% 15 $582
Country Trust Bank 0.00% New 12 $466
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $389
Gilliland Jeter Wealth Management LLC 0.00% No change 10 $389
WestEnd Advisors, LLC 0.00% Add +40.0% 7 $272
Pacific Capital Wealth Advisors, Inc. 0.00% New 7 $272
Financial Network Wealth Advisors LLC 0.00% New 5 $194
First Command Advisory Services, Inc. 0.00% Reduce -82.3% 43 $155
Y.D. More Investments Ltd 0.00% New 790 $82
McClarren Financial Advisors, Inc. 0.00% Reduce -51.6% 77 $6

"% of holder's portfolio" is TFC's weight in each manager's 13F, not the share of Truist Financial Corp. the manager owns.