Truist FinancialTFC

13F holders, Q3 2025 (September 30)
1,562holders +13
117new positions
88sold out
13famous investors
$45.72avg. 13F price*

At the end of Q3 2025, 1,562 institutions reported holding Truist Financial Corp. (TFC) in their 13F filings, up 13 from Q2 2025. 117 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($5.4B), Capital International Investors ($4.9B) and BlackRock, Inc. ($4.7B). 13 famous investors held it, including David Tepper (0.9% of Appaloosa's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions117$296.6M
Exits88$88.5M

All 13F filers, Q2 2025 → Q3 2025: 52,627,526 shares bought and 54,811,050 shares sold, net −2,183,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,562 holders

Vanguard Group Inc. 0.08% Reduce -1.2% 119,039,920 $5.4B
Capital International Investors 0.80% Add +0.3% 107,642,731 $4.9B
BlackRock, Inc. 0.08% Reduce -4.2% 102,345,535 $4.7B
State Street Corp. 0.09% Reduce -0.8% 59,611,119 $2.7B
Bank of America Corp. 0.13% Reduce -2.1% 37,894,314 $1.7B
Victory Capital Management Inc. 0.80% Reduce -5.9% 29,738,105 $1.4B
Geode Capital Management, LLC 0.08% Add +2.7% 28,954,823 $1.3B
Morgan Stanley 0.06% Add +1.0% 20,334,024 $929.7M
Charles Schwab Investment Management Inc. 0.13% Add +0.1% 17,589,559 $804.2M
JPMorgan Chase & Co. 0.04% Reduce -4.1% 14,450,490 $660.7M
Invesco Ltd. 0.10% Reduce -1.3% 13,819,823 $631.8M
Northern Trust Corp. 0.08% Reduce -1.2% 13,561,263 $620.0M
Royal Bank of Canada 0.10% Reduce -16.1% 12,504,570 $571.7M
FMR LLC 0.03% Reduce -30.7% 11,683,178 $534.2M
American Century Companies Inc. 0.27% Reduce -10.3% 11,507,232 $526.1M
Federated Hermes, Inc. 0.84% Add +8.4% 10,445,658 $477.6M
Wellington Management Group LLP 0.08% Add +13511.7% 10,386,831 $474.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -24.4% 9,330,295 $426.6M
Dimensional Fund Advisors LP 0.08% Add +2.0% 8,492,845 $388.3M
Goldman Sachs Group Inc. 0.05% Add +13.9% 8,002,091 $365.9M
Legal & General Group Plc 0.08% Add +9.1% 7,902,804 $361.3M
Bank of New York Mellon Corp 0.06% Reduce -1.2% 7,633,093 $349.0M
UBS Group AG 0.06% Add +6.0% 6,815,944 $311.6M
Raymond James Financial Inc. 0.07% Add +8.8% 4,946,081 $226.1M
Truist Financial Corp. 0.30% Add +11.3% 4,869,015 $222.6M
Hotchkis & Wiley Capital Management LLC 0.68% Reduce -1.5% 4,817,579 $220.3M
LPL Financial LLC 0.06% Add +6.8% 4,686,207 $214.3M
Cullen Capital Management, LLC 2.30% Add +10.3% 4,591,783 $209.9M
Wells Fargo & Company 0.04% Add +12.2% 4,438,285 $202.9M
AQR Capital Management 0.12% Add +30.2% 4,120,930 $188.4M
Deutsche Bank AG 0.06% Reduce -17.9% 4,093,835 $187.2M
Envestnet Asset Management Inc. 0.05% Add +10.2% 3,943,441 $180.3M
Jennison Associates LLC 0.10% Add +203.1% 3,918,994 $179.2M
Barclays PLC 0.06% Reduce -30.8% 3,781,633 $172.9M
National Pension Service 0.12% Add +2.6% 3,381,215 $154.6M
Macquarie Group Ltd. 0.18% Reduce -27.0% 3,350,167 $153.2M
Arrowstreet Capital, Limited Partnership 0.10% Add +64.0% 3,310,824 $151.4M
First Trust Advisors LP 0.11% Add +12.6% 3,157,536 $144.4M
Citadel Advisors 0.12% Reduce -36.5% 3,082,638 $140.9M
Amundi 0.04% Reduce -35.6% 3,056,612 $138.6M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -1.3% 3,013,779 $137.8M
Bank of Montreal 0.06% Reduce -3.6% 2,917,101 $133.4M
Balyasny Asset Management L.P. 0.27% Add +10275.5% 2,883,032 $131.8M
Stifel Financial Corp. 0.12% Reduce -5.8% 2,845,230 $130.1M
Nuveen, LLC 0.03% Reduce -7.6% 2,692,951 $123.1M
Millennium Management 0.10% Add +1497.3% 2,682,094 $122.6M
HSBC Holdings PLC 0.07% Reduce -11.0% 2,682,082 $121.7M
Prana Capital Management, LP 4.04% Add +5.4% 2,648,012 $121.1M
T. Rowe Price Associates Inc. 0.01% Reduce -3.6% 2,644,677 $120.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +3.1% 2,573,653 $117.7M
Azora Capital LP 5.35% New 2,524,440 $115.4M
BNP Paribas Financial Markets 0.09% Add +44.6% 2,479,063 $113.3M
Rhumbline Advisers 0.09% Reduce -0.4% 2,344,013 $107.2M
Two Sigma Investments, LP 0.17% Add +93.9% 2,330,419 $106.5M
Skandinaviska Enskilda Banken AB (publ) 0.42% Add +164.0% 2,308,054 $105.5M
Equity Investment Corp. 2.17% Add +0.3% 2,264,186 $103.5M
Two Sigma Advisers, LP 0.21% Add +26.6% 2,252,260 $103.0M
California Public Employees Retirement System 0.06% Add +1.3% 2,226,147 $101.8M
Sanders Capital, LLC 0.12% Reduce -0.2% 2,168,782 $99.2M
California State Teachers Retirement System 0.10% Add +2.6% 2,115,019 $96.7M
Burgundy Asset Management Ltd. 0.89% Reduce -1.9% 2,006,383 $93.9M
Point72 Asset Management 0.20% Add +33.3% 1,928,664 $88.2M
Ameriprise Financial Inc. 0.02% Add +21.1% 1,895,581 $86.7M
Bessemer Group Inc. 0.13% Add +0.2% 1,893,979 $86.6M
Letko, Brosseau & Associates Inc. 1.31% Reduce -0.5% 1,664,556 $76.1M
Jones Financial Companies LLLP 0.05% Add +13.9% 1,652,406 $76.0M
Shapiro Capital Management LLC 3.12% Add +58.3% 1,574,798 $72.0M
New York State Common Retirement Fund 0.09% Reduce -7.7% 1,510,547 $69.1M
Swiss Life Asset Management Ltd 0.35% Reduce -2.0% 1,465,499 $67.0M
Alliancebernstein L.P. 0.02% Add +2.6% 1,449,944 $66.3M
Capital International, Inc. 0.52% Add +14.1% 1,425,303 $65.2M
Parnassus Investments, LLC 0.15% Reduce -3.8% 1,421,042 $65.0M
Appaloosa 0.86% New 1,387,500 $63.4M
Principal Financial Group Inc. 0.03% Reduce -2.3% 1,378,026 $63.0M
Citigroup Inc. 0.04% Reduce -41.3% 1,359,120 $62.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Add +55.4% 1,351,601 $61.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +469.0% 1,337,200 $61.1M
Assenagon Asset Management S.A. 0.09% Reduce -59.4% 1,336,496 $61.1M
Welch Group, LLC 2.34% Add +1.0% 1,311,936 $60.0M
State Board of Administration of Florida Retirement System 0.10% Reduce -7.2% 1,238,553 $56.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -2.6% 1,235,643 $56.5M
HighTower Advisors, LLC 0.06% Reduce -75.4% 1,216,655 $55.6M
Royal London Asset Management Ltd. 0.12% Reduce -1.6% 1,181,366 $54.0M
Epoch Investment Partners, Inc. 0.29% Reduce -4.4% 1,145,789 $52.4M
Douglas Lane & Associates, LLC 0.73% Reduce -1.0% 1,143,828 $52.3M
Canada Pension Plan Investment Board 0.04% Add +295.8% 1,135,375 $51.9M
Fort Washington Investment Advisors Inc. 0.28% Reduce -1.5% 1,124,191 $51.4M
LSV Asset Management 0.11% Reduce -4.9% 1,102,800 $50.4M
Los Angeles Capital Management LLC 0.16% Add +631.0% 1,031,457 $47.2M
Janney Montgomery Scott LLC 0.11% Add +4.2% 1,024,144 $46.8M
Aviva PLC 0.08% Add +4.2% 1,020,203 $46.6M
Schroder Investment Management Group 0.03% Add +0.2% 952,466 $43.7M
Aberdeen Group plc 0.07% Reduce -11.8% 953,829 $42.9M
Regal Partners Ltd 3.00% No change 917,804 $42.0M
New York State Teachers Retirement System 0.08% Reduce -1.3% 897,742 $41.0M
Verition Fund Management LLC 0.24% Reduce -8.9% 893,525 $40.9M
PNC Financial Services Group, Inc. 0.02% Reduce -5.8% 884,608 $40.4M
CANADA LIFE ASSURANCE Co 0.06% Reduce -0.1% 878,386 $40.3M
Adage Capital Partners Gp, L.L.C. 0.06% Add +18.4% 869,564 $39.8M
Toronto Dominion Bank 0.08% Add +2.9% 866,079 $39.6M
STRS Ohio 0.14% Add +7.0% 864,102 $39.5M
National Bank of Canada 0.04% Reduce -20.4% 861,117 $39.4M
Schwartz Investment Counsel Inc. 1.29% Add +0.2% 842,695 $38.5M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +114.4% 841,044 $38.5M
Homestead Advisers Corp 0.90% Reduce -21.4% 830,100 $38.0M
O'shaughnessy Asset Management, LLC 0.22% Add +45.5% 827,914 $37.9M
Pictet Asset Management Holding SA 0.04% Reduce -22.8% 825,030 $37.7M
State of Wisconsin Investment Board 0.08% Add +2.7% 797,938 $36.5M
Wealth Enhancement Advisory Services, LLC 0.05% Add +5.8% 802,815 $36.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Reduce -3.6% 791,589 $36.2M
ExodusPoint Capital Management, LP 0.51% Add +55.7% 789,536 $36.1M
Brandes Investment Partners, LP 0.29% Add +2.8% 781,602 $35.7M
Cetera Investment Advisers 0.04% Add +40.2% 777,708 $35.6M
Franklin Resources Inc. 0.01% Reduce -63.9% 756,222 $34.6M
Danske Bank A/S 0.08% Add +16.6% 739,866 $33.8M
Captrust Financial Advisors 0.07% Add +0.9% 738,290 $33.8M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -6.7% 734,159 $33.6M
Bridgewater Associates 0.13% Add +238.2% 732,520 $33.5M
Prudential Financial Inc. 0.04% Reduce -77.4% 731,231 $33.4M
Kornitzer Capital Management Inc. 0.67% Reduce -3.1% 722,761 $33.0M
Swedbank AB 0.03% Reduce -1.0% 710,624 $32.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.59% Reduce -1.1% 692,182 $31.6M
Zacks Investment Management 0.24% Add +7.3% 669,771 $30.6M
Rakuten Investment Management, Inc. 0.11% — 166,883 $30.6M
Capitolis Liquid Global Markets LLC 0.24% New 665,900 $30.4M
Rafferty Asset Management, LLC 0.10% Reduce -6.4% 665,207 $30.4M
Deprince Race & Zollo Inc. 0.60% Reduce -1.9% 656,518 $30.0M
APG Asset Management N.V. 0.08% Reduce -34.5% 769,663 $29.9M
Commonwealth Equity Services, LLC 0.04% Add +0.9% 651,322 $29.8M
GW Henssler & Associates Ltd. 1.46% Reduce -3.9% 640,865 $29.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% Reduce -14.9% 638,436 $29.2M
D. E. Shaw & Co. 0.02% Reduce -2.8% 596,611 $27.3M
TD Asset Management Inc 0.02% Reduce -1.6% 596,544 $27.3M
Natixis 0.15% Add +413.7% 593,082 $27.1M
Korea Investment CORP 0.05% Add +175.3% 580,020 $26.5M
Treasurer of the State of North Carolina 0.08% Reduce -5.2% 580,014 $26.5M
Cerity Partners LLC 0.04% Add +6.0% 576,988 $26.4M
Tweedy, Browne Co LLC 2.29% Reduce -0.8% 575,735 $26.3M
DekaBank Deutsche Girozentrale 0.04% No change 572,564 $26.2M
NFJ Investment Group, LLC 0.90% Reduce -43.2% 571,899 $26.1M
Vinva Investment Management Ltd 0.51% Add +159.1% 568,169 $26.1M
Russell Investments Group, Ltd. 0.03% Add +11.0% 547,679 $25.1M
Asset Management One Co., Ltd. 0.07% Reduce -0.5% 544,331 $24.9M
Alps Advisors Inc. 0.14% Reduce -10.0% 542,736 $24.8M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -3.8% 538,526 $24.6M
Public Employees Retirement System of Ohio 0.08% Add +0.3% 536,003 $24.5M
Tudor Investment Corporation 0.16% Add +71.2% 525,903 $24.0M
Pinebridge Investments, L.P. 0.18% Add +416.0% 525,629 $24.0M
Sei Investments Co. 0.03% Reduce -1.3% 524,040 $24.0M
Rhino Investment Partners, Inc 7.49% Reduce -5.0% 519,254 $23.7M
AE Wealth Management LLC 0.15% Add +4.1% 514,415 $23.5M
Osaic Holdings, Inc. 0.03% Add +24.5% 507,543 $23.5M
DAVENPORT & Co LLC 0.12% Add +4.0% 500,071 $22.9M
Mariner, LLC 0.03% Add +9.7% 495,224 $22.6M
Mn Services Vermogensbeheer B.V. 0.15% Add +1.5% 494,400 $22.6M
Credit Agricole S A 0.07% — 478,726 $21.9M
Godsey & Gibb, Inc. 1.93% Reduce -1.0% 478,119 $21.9M
KLP Kapitalforvaltning As 0.09% Add +3.8% 475,996 $21.8M
Neuberger Berman Group LLC 0.02% Add +30.6% 471,322 $21.6M
Brandywine Global Investment Management, LLC 0.15% Add +0.3% 462,653 $21.2M
Resona Asset Management Co.,Ltd. 0.10% Reduce -5.0% 460,786 $21.1M
Advisors Capital Management, LLC 0.26% Reduce -1.1% 459,144 $21.0M
Nomura Asset Management Co. Ltd. 0.05% Reduce -0.1% 455,525 $20.8M
Cantor Fitzgerald Investment Advisors L.P. 1.37% Add +0.8% 440,455 $20.1M
Professional Advisory Services Inc. 2.37% Reduce -5.6% 436,633 $20.0M
Natixis Advisors, LLC 0.03% Add +1.9% 434,056 $19.8M
State of New Jersey Common Pension Fund D 0.07% No change 429,141 $19.6M
Oppenheimer Asset Management Inc. 0.21% Add +2.6% 421,809 $19.3M
Creative Planning 0.01% Add +6.9% 415,438 $19.0M
Comerica Bank 0.07% Add +0.1% 407,615 $18.6M
Synovus Financial Corp. 0.21% Reduce -6.7% 393,992 $18.0M
Nisa Investment Advisors, LLC 0.07% Reduce -13.1% 392,974 $18.0M
Silvercrest Asset Management Group LLC 0.12% Add +0.1% 389,174 $17.8M
Cambridge Investment Research Advisors, Inc. 0.05% Add +4.2% 388,192 $17.7M
SCS Capital Management LLC 0.19% Add +1.4% 387,828 $17.7M
Storebrand Asset Management As 0.05% Reduce -0.5% 384,807 $17.6M
American Assets Investment Management, LLC 1.29% No change 384,000 $17.6M
Arizona State Retirement System 0.09% Reduce -0.1% 382,348 $17.5M
State of Michigan Retirement System 0.08% Reduce -1.9% 377,143 $17.2M
US Bancorp \de 0.02% Reduce -0.1% 371,525 $17.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +2.7% 368,651 $16.8M
Great Lakes Advisors, LLC 0.14% Add +3.8% 364,128 $16.6M
Sonora Investment Management Group, LLC 1.15% Reduce -0.8% 354,672 $16.2M
Bokf, NA 0.24% Add +0.1% 353,625 $16.2M
KLCM Advisors, Inc. 1.55% Reduce -0.2% 339,398 $15.5M
Brookstone Capital Management 0.18% Add +12.3% 336,095 $15.4M
Cadence Bank 0.93% Add +8.0% 335,969 $15.4M
Coerente Capital Management 2.69% Add +1.3% 330,761 $15.1M
Peapack Gladstone Financial Corp. 0.20% Add +0.4% 329,218 $15.1M
Independent Advisor Alliance 0.39% Add +9.7% 329,093 $15.0M
Czech National Bank 0.10% Add +2.3% 327,490 $15.0M
Pinnacle Associates Ltd. 0.20% Add +38.3% 321,962 $14.7M
Quantinno Capital Management LP 0.04% Add +38.0% 320,408 $14.6M
MetLife Investment Management, LLC 0.07% Reduce -4.1% 319,939 $14.6M
Montgomery Investment Management Inc. 5.14% Reduce -0.1% 319,341 $14.6M
Rockefeller Capital Management L.P. 0.03% Reduce -6.2% 318,619 $14.6M
Ategra Capital Management, LLC 9.74% Reduce -13.4% 317,620 $14.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +3.3% 316,976 $14.5M
Susquehanna International Group, LLP 0.02% Reduce -57.7% 316,503 $14.5M
&partners 0.09% Add +9.8% 307,149 $14.4M
Delta Asset Management LLC 1.22% Reduce -0.3% 315,522 $14.4M
Guggenheim Capital LLC 0.11% Add +7.9% 312,895 $14.3M
Baird Financial Group, Inc. 0.02% Reduce -3.7% 311,373 $14.2M
Qube Research & Technologies Ltd 0.02% New 310,461 $14.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -3.6% 309,640 $14.2M
Handelsbanken Fonder AB 0.04% Reduce -4.2% 309,285 $14.1M
Avity Investment Management Inc. 0.99% Reduce -1.5% 308,846 $14.1M
NorthCoast Asset Management LLC 0.06% Add +1.1% 308,820 $14.1M
McRae Capital Management Inc. 2.75% Add +0.3% 302,859 $13.8M
Forsta Ap-Fonden 0.08% Add +6.2% 299,400 $13.7M
ProShare Advisors LLC 0.03% Add +2.2% 296,098 $13.5M
Varma Mutual Pension Insurance Co 0.09% Add +21.9% 295,080 $13.5M
Ossiam 0.17% Add +697.7% 294,525 $13.5M
SG Americas Securities, LLC 0.05% Add +3760.4% 294,317 $13.5M
MML Investors Services, LLC 0.04% Reduce -0.0% 291,402 $13.3M
Wilmington Savings Fund Society, FSB 0.32% Reduce -4.4% 288,962 $13.2M
Auto-Owners Insurance Co 0.34% No change 288,000 $13.2M
Midwest Trust Co 0.17% Add +11.1% 287,262 $13.1M
South Dakota Investment Council 0.25% Reduce -5.2% 283,434 $13.0M
Skba Capital Management LLC 1.78% Add +0.2% 281,500 $12.9M
Public Sector Pension Investment Board 0.05% Add +3.2% 278,041 $12.7M
State of Tennessee, Department of Treasury 0.04% Reduce -40.4% 275,313 $12.6M
Retirement Systems of Alabama 0.04% Reduce -2.1% 275,061 $12.6M
Salem Investment Counselors Inc. 0.36% Reduce -1.8% 272,697 $12.5M
Schonfeld Strategic Advisors LLC 0.09% Reduce -38.4% 272,644 $12.5M
Cramer Rosenthal McGlynn LLC 0.80% Reduce -8.7% 270,929 $12.4M
Assetmark, Inc. 0.03% Add +30.7% 266,870 $12.2M
IFM Investors Pty Ltd 0.11% Reduce -1.1% 265,057 $12.2M
Brown Advisory Inc. 0.02% Reduce -0.5% 262,682 $12.0M
Benjamin Edwards Inc. 0.13% Add +15.7% 259,788 $11.9M
Bogart Wealth, LLC 0.48% Reduce -26.8% 257,081 $11.8M
Schaper Benz & Wise Investment Counsel Inc. 0.87% Reduce -2.3% 255,641 $11.7M
Bryn Mawr Trust Advisors, LLC 0.57% Add +0.4% 253,364 $11.6M
Old National Bancorp 0.20% Reduce -2.0% 252,208 $11.5M
Jump Financial, LLC 0.15% Add +166.9% 251,584 $11.5M
CIBC Asset Management Inc 0.03% Reduce -0.6% 245,327 $11.2M
Amalgamated Bank 0.08% Reduce -3.2% 245,044 $11.2M
DNB Asset Management AS 0.04% Add +3.3% 244,144 $11.2M
Bank of Nova Scotia 0.02% Add +92.9% 243,763 $11.1M
Allworth Financial LP 0.05% Add +1.5% 242,433 $11.1M
Wealthfront Advisers LLC 0.03% Reduce -4.4% 242,093 $11.1M
Sanctuary Advisors, LLC 0.06% Reduce -2.6% 239,115 $10.9M
King Luther Capital Management Corp. 0.05% Add +94.2% 238,788 $10.9M
Modera Wealth Management, LLC 0.13% Reduce -2.2% 238,375 $10.9M
Interval Partners, LP 0.23% Reduce -7.8% 237,375 $10.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 238,147 $10.8M
Systematic Alpha Investments, LLC 0.35% No change 233,937 $10.7M
KBC Group NV 0.03% Reduce -54.2% 233,008 $10.7M
Corient Private Wealth LP 0.02% Reduce -13.1% 230,212 $10.5M
Horizon Investments, LLC 0.14% Add +16.1% 229,690 $10.5M
Robeco Institutional Asset Management B.V. 0.02% Reduce -18.3% 227,593 $10.4M
Ensign Peak Advisors, Inc 0.02% Reduce -41.1% 225,217 $10.3M
Jain Global LLC 0.14% Add +603.8% 224,800 $10.3M
Basswood Capital Management, L.L.C. 0.47% Reduce -55.3% 223,030 $10.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Reduce -0.4% 219,898 $10.1M
NewEdge Advisors, LLC 0.05% Add +35.3% 219,520 $10.0M
Man Group plc 0.02% Reduce -38.6% 217,283 $9.9M
Wealthcare Advisory Partners LLC 0.21% Add +2.5% 216,618 $9.9M
Utah Retirement Systems 0.09% Reduce -2.4% 213,146 $9.7M
Kanawha Capital Management LLC 0.67% Reduce -6.8% 212,994 $9.7M
Voya Investment Management LLC 0.01% Reduce -19.4% 211,328 $9.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +5.4% 211,197 $9.7M
Arkadios Wealth Advisors 0.24% Add +10.4% 210,429 $9.6M
Kestra Advisory Services, LLC 0.04% Reduce -3.4% 209,216 $9.6M
Cardinal Capital Management 1.31% Add +0.8% 206,940 $9.5M
USS Investment Management Ltd 0.05% No change 206,926 $9.5M
Police & Firemen's Retirement System of New Jersey 0.08% Add +4.3% 206,663 $9.4M
Cresset Asset Management, LLC 0.04% Add +8.8% 205,864 $9.4M
Cambria Investment Management, L.P. 0.57% New 204,443 $9.3M
Daiwa Securities Group Inc. 0.03% Add +3.7% 203,532 $9.3M
Hunter Perkins Capital Management, LLC 2.06% Reduce -0.6% 203,099 $9.3M
Teacher Retirement System of Texas 0.04% Reduce -11.7% 202,728 $9.3M
Danica Pension, Livsforsikringsaktieselskab 0.14% No change 202,070 $9.2M
Nearwater Capital Markets, Ltd 0.12% No change 200,000 $9.1M
SteelPeak Wealth, LLC 0.29% Add +80.6% 190,918 $8.7M
Focus Partners Wealth 0.01% Add +62.4% 192,004 $8.7M
Atlantic Union Bankshares Corp 0.16% Add +32.2% 190,514 $8.7M
Rowlandmiller & Partners.adv 1.71% Reduce -1.1% 190,467 $8.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.7% 188,203 $8.6M
1834 Investment Advisors Co. 1.06% Add +0.0% 188,173 $8.6M
Mercer Global Advisors Inc. 0.01% Reduce -1.7% 187,767 $8.6M
NEOS Investment Management LLC 0.06% Add +45.3% 185,824 $8.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +13.8% 185,778 $8.5M
Pathstone Holdings, LLC 0.03% Add +11.1% 182,838 $8.4M
Ibex Wealth Advisors 0.80% Add +0.9% 182,148 $8.3M
Huber Capital Management LLC 1.31% No change 181,464 $8.3M
Xponance LLC 0.07% Reduce -5.7% 180,441 $8.2M
CIBC Bancorp USA Inc. 0.05% — 178,618 $8.2M
Logan Capital Management Inc. 0.34% Add +0.2% 177,534 $8.1M
Manning & Napier Advisors LLC 0.10% Reduce -44.8% 175,251 $8.0M
Ethic Inc. 0.13% Add +2.0% 175,084 $8.0M
New York Life Investment Management LLC 0.07% Reduce -1.7% 175,054 $8.0M
Pinnacle Financial Partners Inc 0.19% Add +30.0% 174,839 $8.0M
Cibc World Market Inc. 0.02% Add +17.2% 174,041 $8.0M
Argent Trust Co 0.28% Reduce -0.7% 170,465 $7.8M
Woodline Partners LP 0.04% Add +20.3% 170,416 $7.8M
Ieq Capital, LLC 0.02% Add +21.5% 169,679 $7.8M
Oppenheimer & Co. Inc. 0.09% Add +18.6% 169,030 $7.7M
Yousif Capital Management, LLC 0.08% Reduce -6.8% 167,621 $7.7M
Diversified Trust Co. 0.15% Reduce -2.3% 167,444 $7.7M
Capital Group Private Client Services, Inc. 0.13% Reduce -84.7% 167,095 $7.6M
Kingsview Wealth Management, LLC 0.12% Add +3.5% 166,335 $7.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.5% 165,389 $7.6M
Nissay Asset Management Corp. /Japan 0.04% Add +0.9% 165,262 $7.6M
Continental Advisors LLC 5.10% No change 165,172 $7.6M
Alerus Financial NA 0.38% Add +6.9% 164,428 $7.5M
NTV Asset Management LLC 0.82% Reduce -3.2% 164,252 $7.5M
Point72 Europe (London) LLP 0.41% Reduce -55.2% 163,555 $7.5M
Colonial Trust Advisors 0.57% Add +58.1% 162,771 $7.4M
M&T Bank Corp 0.02% Reduce -8.8% 160,112 $7.3M
Linscomb Wealth, Inc. 0.32% Add +1.1% 159,996 $7.3M
Concurrent Investment Advisors, LLC 0.12% Add +8.8% 157,184 $7.2M
Janus Henderson Group PLC 0.00% Reduce -5.8% 156,884 $7.2M
Davis Selected Advisers 0.04% Add +0.4% 156,437 $7.2M
Zions Bancorporation, National Association 0.35% Reduce -4.8% 156,055 $7.1M
Alpha Omega Wealth Management LLC 1.18% Reduce -3.5% 155,614 $7.1M
Reliant Investment Partners, LLC 5.55% Reduce -0.4% 155,598 $7.1M
Cwm, LLC 0.02% Add +102.8% 154,659 $7.1M
HB Wealth Management, LLC 0.05% Add +29.8% 154,147 $7.0M
Mackenzie Financial Corp. 0.01% Add +1.0% 153,232 $7.0M
Regions Financial Corp. 0.04% Reduce -10.8% 150,644 $6.9M
Socorro Asset Management LP 2.57% Reduce -13.8% 149,474 $6.8M
Jamison Private Wealth Management, Inc. 0.87% Add +4.9% 147,582 $6.7M
Oregon Public Employees Retirement Fund 0.09% Add +30.2% 147,314 $6.7M
Towne Trust Company, N.A 2.15% Reduce -5.3% 145,400 $6.6M
Pacer Advisors, Inc. 0.02% Add +35.4% 144,355 $6.6M
Advisory Services Network, LLC 0.10% Add +2.9% 144,155 $6.6M
OP Asset Management Ltd 0.09% Add +1.8% 142,625 $6.5M
Atria Investments, Inc 0.07% Add +3.8% 141,530 $6.5M
State of Alaska, Department of Revenue 0.07% Reduce -4.2% 140,933 $6.4M
Cornerstone Wealth Group, LLC 0.43% Reduce -0.1% 140,041 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -6.9% 139,773 $6.4M
Harvest Portfolios Group Inc. 0.12% Reduce -4.3% 138,947 $6.4M
Vanguard Personalized Indexing Management, LLC 0.06% Add +6.7% 136,982 $6.3M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -33.0% 134,574 $6.2M
Boston Common Asset Management, LLC 0.17% Reduce -23.4% 134,155 $6.1M
United Capital Management of KS, Inc. 0.83% Add +2.9% 132,785 $6.1M
Stephens Inc. 0.08% Reduce -0.1% 130,793 $6.0M
Shelton Capital Management 0.13% Reduce -0.1% 131,599 $6.0M
Hilton Capital Management, LLC 0.48% Add +1418.6% 130,809 $6.0M
Griffith & Werner, Inc. 3.07% — 131,445 $5.9M
Global Wealth Management Investment Advisory, Inc. 0.99% Add +0.1% 129,032 $5.9M
Highland Capital Management, LLC 0.29% Reduce -23.1% 127,328 $5.8M
Associated Banc-Corp 0.15% Reduce -4.2% 126,853 $5.8M
Nordea Investment Management AB 0.01% Add +10.7% 126,017 $5.7M
Chesley Taft & Associates LLC 0.24% Reduce -0.3% 123,652 $5.7M
Whitener Capital Management, Inc. 1.34% Add +0.9% 121,985 $5.6M
Loudon Investment Management, LLC 2.89% Reduce -3.2% 120,774 $5.5M
Equitable Trust Co. 0.25% Add +48.9% 118,261 $5.4M
LaFleur & Godfrey LLC 0.65% Reduce -0.7% 117,769 $5.4M
DRW Securities, LLC 0.27% Reduce -19.9% 115,954 $5.3M
Baugh & Associates, LLC 2.64% Reduce -2.3% 126,043 $5.3M
Inspire Trust Co, N.A. 0.94% Add +4.6% 113,000 $5.2M
Candriam S.C.A. 0.03% No change 112,891 $5.2M
Country Club Bank 0.30% Reduce -0.9% 111,351 $5.1M
AustralianSuper Pty Ltd 0.02% Reduce -35.6% 111,150 $5.1M
Verdence Capital Advisors LLC 0.29% Add +11.7% 113,281 $5.1M
First Citizens Bank & Trust Co. 0.11% Reduce -0.4% 110,076 $5.0M
Bridge Creek Capital Management LLC 1.39% Reduce -4.1% 109,524 $5.0M
Simon Quick Advisors, LLC 0.22% Reduce -0.1% 107,583 $4.9M
Elo Mutual Pension Insurance Co 0.08% Add +73.2% 107,366 $4.9M
ASR Vermogensbeheer N.V. 0.06% Reduce -0.4% 106,393 $4.9M
Hedeker Wealth, LLC 1.01% Add +2.5% 106,298 $4.9M
Griffin Asset Management, Inc. 0.54% Reduce -1.2% 104,976 $4.8M
Patten & Patten Inc. 0.28% Add +3.1% 104,238 $4.8M
iSAM Funds (UK) Ltd 0.98% New 103,928 $4.8M
Venture Visionary Partners LLC 0.16% Add +3.1% 103,773 $4.7M
Teachers Retirement System of the State of Kentucky 0.04% No change 103,733 $4.7M
Keybank National Association 0.02% Add +14.5% 103,308 $4.7M
TD Private Client Wealth LLC 0.11% Add +34.4% 102,849 $4.7M
Wellington Shields Capital Management, LLC 0.70% Reduce -0.6% 101,424 $4.6M
Avanza Fonder AB 0.12% Add +15.9% 101,159 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Reduce -18.9% 100,351 $4.6M
Dana Investment Advisors, Inc. 0.13% Add +0.3% 100,013 $4.6M
Intact Investment Management Inc. 0.14% Reduce -38.3% 98,500 $4.5M
Clearstead Advisors, LLC 0.07% Add +2.4% 98,346 $4.5M
Sciencast Management LP 0.84% Add +94.5% 98,115 $4.5M
Kestra Private Wealth Services, LLC 0.06% Add +6.2% 97,939 $4.5M
Brevan Howard Capital Management LP 0.06% Add +8.4% 97,010 $4.4M
Mizuho Securities USA LLC 0.09% Add +3.8% 93,914 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +15.8% 95,827 $4.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -14.4% 95,589 $4.4M
Jefferies Financial Group Inc. 0.04% Reduce -53.8% 94,545 $4.3M
Community Bank, N.A. 0.52% Add +1.5% 93,599 $4.3M
Sompo Asset Management Co., Ltd. 0.73% Reduce -8.8% 93,285 $4.3M
Sterling Investment Advisors, Ltd. 0.83% Reduce -3.7% 92,786 $4.2M
Capital Investment Advisory Services, LLC 0.33% Reduce -2.8% 91,945 $4.2M
Signature Wealth Management Group 1.62% Add +2.6% 91,279 $4.2M
Commerce Bank 0.02% Add +8.2% 90,118 $4.1M
Iowa State Bank 0.78% Add +0.5% 90,051 $4.1M
Axxcess Wealth Management, LLC 0.09% Reduce -2.4% 89,404 $4.1M
Motley Fool Asset Management LLC 0.17% Add +32.6% 89,044 $4.1M
Waverly Advisors, LLC 0.04% Add +0.8% 87,186 $4.0M
Am Investment Strategies LLC 0.86% Reduce -0.1% 86,999 $4.0M
Cary Street Partners Financial LLC 0.10% Add +8.2% 86,494 $4.0M
Fiduciary Alliance LLC 0.27% Reduce -6.4% 86,481 $4.0M
Hengehold Capital Management LLC 0.33% Add +2.4% 85,428 $3.9M
Thomasville National Bank 0.25% Reduce -1.2% 85,367 $3.9M
Tidal Investments LLC 0.02% Add +111.0% 85,113 $3.9M
XML Financial, LLC 0.32% Reduce -5.4% 84,664 $3.9M
QRG Capital Management, Inc. 0.05% Reduce -21.1% 84,530 $3.9M
Csenge Advisory Group 0.18% Add +10.4% 83,186 $3.8M
Arbor Investment Advisors, LLC 0.48% Add +1327.7% 82,718 $3.8M
StoneX Group Inc. 0.16% Reduce -4.5% 81,681 $3.7M
First National Trust Co 0.13% Reduce -61.7% 81,575 $3.7M
Kentucky Retirement Systems 0.10% Reduce -5.3% 80,993 $3.7M
Tocqueville Asset Management L.P. 0.05% Reduce -0.3% 80,934 $3.7M
Groupe la Francaise 0.05% Reduce -6.2% 80,717 $3.7M
Abn Amro Investment Solutions 0.08% Reduce -27.7% 80,435 $3.7M
Bragg Financial Advisors, Inc 0.12% Reduce -1.8% 78,607 $3.6M
Catherine Avery Investment Management LLC 2.30% Add +17.6% 77,943 $3.6M
Van Eck Associates Corp. 0.00% Reduce -4.0% 77,898 $3.6M
Engineers Gate Manager LP 0.04% Reduce -20.7% 76,950 $3.5M
Glass Wealth Management Co LLC 1.57% Add +1.2% 76,945 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Add +14.0% 76,652 $3.5M
Merit Financial Group, LLC 0.03% Add +5.1% 76,512 $3.5M
Private Advisor Group, LLC 0.02% Reduce -2.0% 76,434 $3.5M
GMO 0.01% Reduce -25.8% 75,720 $3.5M
Dean Investment Associates, LLC 0.48% New 75,444 $3.4M
Hartford Investment Management Co. 0.10% Reduce -4.7% 74,721 $3.4M
Y-Intercept (Hong Kong) Ltd 0.08% Add +27.9% 73,910 $3.4M
Norinchukin Bank, The 0.05% Add +0.6% 73,823 $3.4M
J.W. Cole Advisors, Inc. 0.06% Add +0.4% 71,273 $3.3M
Concord Wealth Partners 0.44% No change 69,847 $3.2M
Anchor Investment Management, LLC 0.26% Reduce -0.7% 69,506 $3.2M
Allianz Asset Management GmbH 0.00% Add +1.4% 69,332 $3.2M
Thompson Siegel & Walmsley LLC 0.05% Add +40.8% 68,673 $3.1M
Montag A & Associates Inc. 0.14% Add +3.6% 68,342 $3.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.18% New 67,704 $3.1M
Louisiana State Employees Retirement System 0.05% Reduce -2.0% 67,700 $3.1M
Carnegie Investment Counsel 0.06% Add +10.8% 67,042 $3.1M
Squarepoint Ops LLC 0.01% Reduce -95.4% 66,960 $3.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -2.2% 66,525 $3.0M
Edmp, Inc. 2.40% Add +1.6% 66,181 $3.0M
Fifth Third Bancorp 0.01% Add +0.2% 65,770 $3.0M
Global Retirement Partners, LLC 0.07% Add +12.3% 65,140 $3.0M
Pettyjohn, Wood & White, Inc. 0.49% Reduce -0.8% 65,030 $3.0M
Camden National Bank 0.41% Reduce -0.7% 64,829 $3.0M
Larson Financial Group LLC 0.10% Reduce -6.6% 64,776 $3.0M
Foster Victor Wealth Advisors, LLC 0.18% Add +4.6% 64,966 $3.0M
Maryland State Retirement & Pension System 0.06% Add +1.5% 64,623 $3.0M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -16.4% 64,574 $3.0M
Stratos Wealth Partners, LTD. 0.04% Add +14.9% 64,424 $2.9M
Wesbanco Bank Inc. 0.08% Reduce -6.3% 64,173 $2.9M
Arax Advisory Partners 0.04% Add +513.1% 63,415 $2.9M
Intech Investment Management LLC 0.03% Add +47.2% 62,884 $2.9M
Principle Wealth Partners LLC 0.17% Reduce -0.4% 62,783 $2.9M
United Bank 0.99% Reduce -10.3% 62,368 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -9.0% 62,271 $2.8M
Commerzbank Aktiengesellschaft 0.06% Add +12.9% 61,957 $2.8M
Moors & Cabot, Inc. 0.12% Add +22.8% 61,943 $2.8M
Simmons Bank 0.19% Add +1.0% 61,453 $2.8M
Jane Street Group, LLC 0.00% Add +7.5% 61,426 $2.8M
Investment Management Corp of Ontario 0.04% Add +91.7% 61,412 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.2% 61,205 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +95.8% 60,951 $2.8M
AIA Group Ltd 0.05% Add +60.5% 60,849 $2.8M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -4.4% 60,758 $2.8M
Generali Asset Management SPA SGR 0.06% Reduce -43.0% 60,749 $2.8M
AlphaQuest LLC 0.18% Add +730.4% 60,649 $2.8M
SummitTX Capital, L.P. 0.11% Add +908.1% 60,212 $2.8M
ING Groep NV 0.01% Reduce -4.7% 60,194 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -21.5% 60,072 $2.7M
Daiichi Life Insurance Co., Ltd. 0.07% No change 59,599 $2.7M
New Mexico Educational Retirement Board 0.08% Reduce -4.7% 59,188 $2.7M
First Bank & Trust 0.45% Add +3.8% 58,836 $2.7M
Gator Capital Management, LLC 0.69% Add +1.0% 58,580 $2.7M
Lee Danner & Bass Inc. 0.19% Reduce -0.8% 58,494 $2.7M
Crossmark Global Holdings, Inc. 0.04% Add +0.1% 58,322 $2.7M
United Capital Financial Advisors, LLC 0.02% Add +6.5% 58,233 $2.7M
Apollon Wealth Management, LLC 0.05% Add +5.8% 58,224 $2.7M
Cullinan Associates Inc. 0.17% Reduce -44.0% 57,435 $2.6M
HF Advisory Group, LLC 0.96% Add +4.9% 57,375 $2.6M
Colonial Trust Co / SC 0.35% Reduce -1.9% 57,326 $2.6M
Holderness Investments Co. 0.53% Reduce -4.8% 57,321 $2.6M
Kavar Capital Partners Group, LLC 0.35% Reduce -10.1% 56,968 $2.6M
Kempner Capital Management Inc. 2.16% Reduce -46.8% 56,812 $2.6M
Fulton Bank, N.A. 0.09% Add +1.9% 56,678 $2.6M
Dakota Wealth Management 0.05% Reduce -12.2% 56,311 $2.6M
Rather & Kittrell, Inc. 0.45% Add +0.9% 55,921 $2.6M
Hennion & Walsh Asset Management, Inc. 0.09% Add +4.5% 55,579 $2.5M
Bayview Asset Management, LLC 1.94% Add +101.1% 55,308 $2.5M
Hardin Capital Partners, LLC 1.35% Reduce -0.3% 55,110 $2.5M
Peloton Wealth Strategists 1.01% Reduce -3.5% 54,900 $2.5M
Arvest Bank Trust Division 0.14% Reduce -4.3% 54,813 $2.5M
Cordgrass Capital Advisors, LLC 0.61% Add +2.0% 54,382 $2.5M
Disciplined Equity Management, Inc. 1.34% Reduce -2.1% 54,030 $2.5M
Farmers National Bank 0.59% Add +2.5% 54,008 $2.5M
Heritage Trust Co 0.26% Add +1.0% 53,862 $2.5M
Canada Post Corp Registered Pension Plan 0.11% Add +15.3% 53,198 $2.4M
Quantbot Technologies LP 0.07% Reduce -37.4% 53,262 $2.4M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -0.2% 52,937 $2.4M
Poehling Capital Management, INC. 0.50% Reduce -0.7% 52,374 $2.4M
Bleakley Financial Group, LLC 0.06% Add +15.1% 52,029 $2.4M
Laurel Wealth Advisors LLC 0.33% Reduce -4.4% 51,942 $2.4M
Prospera Financial Services Inc 0.04% Reduce -0.8% 51,164 $2.3M
Ally Financial Inc. 0.29% No change 51,000 $2.3M
KMG Fiduciary Partners, LLC 0.16% Add +1.7% 50,914 $2.3M
E. Ohman J:or Asset Management AB 0.05% No change 50,884 $2.3M
Lazard Asset Management LLC 0.00% Add +507.5% 50,368 $2.3M
Huntington National Bank 0.02% Add +1.5% 50,338 $2.3M
BlueChip Wealth Advisors LLC 0.98% Reduce -3.6% 50,319 $2.3M
IVC Wealth Advisors LLC 1.01% Add +0.1% 49,668 $2.3M
Allstate Corp. 0.05% New 49,451 $2.3M
Wealth Advisors of Tampa Bay, LLC 0.75% Add +0.6% 49,402 $2.3M
Argyle Capital Management, LLC 0.78% No change 49,366 $2.3M
Vident Advisory, LLC 0.02% Add +10.1% 49,336 $2.3M
AG2R La Mondiale Gestion D'actifs 0.12% No change 52,167 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -6.3% 48,965 $2.2M
Park Avenue Securities LLC 0.02% Add +2.2% 48,614 $2.2M
SageView Advisory Group, LLC 0.08% Add +417.5% 48,373 $2.2M
Southern Capital Advisors, LLC 1.03% Reduce -0.5% 48,221 $2.2M
CWA Asset Management Group, LLC 0.08% Reduce -3.2% 48,020 $2.2M
Praxis Investment Management Inc. 0.13% No change 47,920 $2.2M
Glenmede Investment Management, LP 0.01% Add +10.5% 47,718 $2.2M
OMERS ADMINISTRATION Corp 0.02% No change 47,639 $2.2M
Davis Investment Partners, LLC 0.74% Add +33.7% 47,363 $2.2M
Principal Securities, Inc. 0.04% Add +13.0% 47,193 $2.2M
Graves Light Lenhart Wealth, Inc. 0.24% Reduce -8.7% 47,057 $2.2M
EJF Capital LP 1.24% Add +4.0% 46,686 $2.1M
Empirical Finance, LLC 0.10% Add +0.9% 46,666 $2.1M
Empowered Funds, LLC 0.02% Reduce -71.8% 46,647 $2.1M
Abundance Wealth Counselors 0.36% Add +0.5% 46,134 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +0.2% 46,015 $2.1M
GHP Investment Advisors, Inc. 0.09% Add +2.2% 45,848 $2.1M
Pathway Financial Advisers, LLC 0.61% Reduce -2.3% 45,664 $2.1M
Verity & Verity, LLC 0.17% Reduce -83.1% 45,337 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +32.8% 45,505 $2.1M
Raleigh Capital Management Inc. 0.78% Add +26.9% 44,965 $2.1M
Argent Advisors, Inc. 0.61% Add +0.9% 44,936 $2.1M
SeaCrest Wealth Management, LLC 0.22% Reduce -5.3% 46,370 $2.0M
Caprock Group, LLC 0.05% — 43,125 $2.0M
Morningstar Investment Management LLC 0.07% Add +183.2% 44,544 $2.0M
Guardian Wealth Advisors, LLC / NC 0.13% Add +228.5% 44,409 $2.0M
Lido Advisors, LLC 0.01% Add +549.0% 44,324 $2.0M
New England Research & Management, Inc. 0.93% Add +37.9% 44,225 $2.0M
Advisors Asset Management, Inc. 0.03% Reduce -32.2% 43,925 $2.0M
Metis Global Partners, LLC 0.05% Reduce -22.6% 43,834 $2.0M
Investors Research Corp 0.37% Add +0.7% 43,678 $2.0M
ZWJ Investment Counsel Inc. 0.07% Reduce -0.1% 43,266 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +5.6% 43,117 $2.0M
Fearless Solutions, LLC dba Best Invest 1.25% Reduce -3.9% 42,620 $1.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +165.2% 41,596 $1.9M
Procyon Advisors, LLC 0.11% Add +1.3% 41,466 $1.9M
Fox Run Management, L.L.C. 0.30% New 41,436 $1.9M
San Luis Wealth Advisors LLC 0.34% Add +17.2% 41,216 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.6% 41,097 $1.9M
Marco Investment Management LLC 0.14% Reduce -3.0% 40,681 $1.9M
one8zero8, LLC 0.40% Reduce -3.6% 40,672 $1.9M
Jacobi Capital Management LLC 0.11% Add +1.2% 40,301 $1.8M
Arvest Investments, Inc. 0.26% Reduce -0.9% 40,158 $1.8M
Tradewinds, LLC. 0.45% New 40,129 $1.8M
Savant Capital, LLC 0.01% Add +3.4% 40,064 $1.8M
Ballast, Inc. 0.45% Reduce -2.6% 39,997 $1.8M
Ahl Investment Management, Inc. 1.25% Reduce -4.0% 39,954 $1.8M
Level Four Advisory Services, LLC 0.06% Add +2.6% 39,890 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -9.0% 39,595 $1.8M
Blue Trust, Inc. 0.02% Add +2.9% 39,585 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -18.4% 39,479 $1.8M
Kentucky Trust Co 0.98% Reduce -0.6% 39,443 $1.8M
Heritage Wealth Advisors 0.08% Add +0.5% 39,407 $1.8M
Novare Capital Management LLC 0.14% Reduce -10.7% 39,334 $1.8M
Icon Advisers Inc. 0.40% No change 39,100 $1.8M
Nkcfo LLC 0.53% New 38,700 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% No change 38,478 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +3.3% 38,442 $1.8M
Berkeley Capital Partners, LLC 0.42% Reduce -1.2% 38,411 $1.8M
BankPlus Trust Department 0.47% Add +0.3% 38,278 $1.8M
Meitav Investment House Ltd. 0.02% Add +19.0% 38,244 $1.7M
Cornercap Investment Counsel Inc. 0.87% Reduce -1.7% 38,217 $1.7M
St. Johns Investment Management Company, LLC 0.74% Reduce -0.5% 38,215 $1.7M
Kintegral Advisory, LLC 0.15% Reduce -0.5% 38,128 $1.7M
Frank, Rimerman Advisors LLC 0.11% Reduce -3.5% 38,116 $1.7M
Norris Financial Group, LLC 0.64% Add +1.7% 38,093 $1.7M
Blair William & Co. 0.00% Add +7.1% 38,030 $1.7M
Signaturefd, LLC 0.03% Add +0.9% 38,001 $1.7M
Mufg Securities Americas Inc. 0.11% Add +19.9% 37,640 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.73% New 37,582 $1.7M
Hancock Whitney Corp. 0.03% Reduce -42.1% 37,554 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.33% Add +57.9% 37,454 $1.7M
Quadrant Capital Group LLC 0.06% Add +0.7% 37,409 $1.7M
IFG Advisory, LLC 0.08% Reduce -6.3% 37,332 $1.7M
Drucker Wealth 3.0, LLC 0.30% Reduce -31.2% 37,142 $1.7M
Royal Fund Management, LLC 0.20% New 36,950 $1.7M
Mutual Advisors, LLC 0.04% Reduce -15.1% 38,614 $1.7M
Arcus Capital Partners, LLC 0.73% No change 36,722 $1.7M
Diamant Asset Management, Inc. 1.24% Reduce -4.4% 36,721 $1.7M
Hennessy Advisors Inc. 0.06% No change 36,500 $1.7M
Choreo, LLC 0.02% Reduce -65.3% 36,343 $1.7M
Creative Financial Designs Inc. 0.11% Add +7.3% 36,108 $1.7M
Wealth Alliance, LLC 0.17% Reduce -0.8% 35,984 $1.6M
D.A. Davidson & Co. 0.01% Add +11.3% 35,564 $1.6M
Marotta Asset Management 0.30% Add +0.6% 35,419 $1.6M
AMG National Trust Bank 0.04% No change 35,195 $1.6M
Physicians Financial Services, Inc. 0.44% Add +0.2% 34,999 $1.6M
Trust Co. of Toledo NA 0.16% Reduce -4.3% 34,701 $1.6M
Crews Bank & Trust 0.23% Reduce -0.3% 34,629 $1.6M
Eagle Bluffs Wealth Management LLC 0.68% Add +2.6% 34,567 $1.6M
Mindset Wealth Management, LLC 0.43% Reduce -2.6% 34,466 $1.6M
Citizens & Northern Corp. 0.39% Reduce -5.8% 34,348 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -6.5% 33,949 $1.6M
Twin City Private Wealth, LLC 1.20% Add +15.3% 33,755 $1.5M
Summit Trail Advisors, LLC 0.02% Add +9.8% 33,309 $1.5M
Voya Financial Advisors, Inc. 0.15% Reduce -0.5% 33,114 $1.5M
Foundations Investment Advisors, LLC 0.02% Reduce -17.3% 33,245 $1.5M
Parallel Advisors, LLC 0.03% Add +131.4% 33,188 $1.5M
Mgo One Seven LLC 0.04% Add +15.0% 33,180 $1.5M
Taylor Financial Group, Inc. 0.87% Reduce -0.6% 33,138 $1.5M
Nomura Holdings Inc. 0.01% Add +588.7% 33,091 $1.5M
Neville Rodie & Shaw Inc. 0.11% Reduce -3.8% 32,845 $1.5M
Ballentine Partners, LLC 0.02% Add +3.4% 32,545 $1.5M
Allen Mooney & Barnes Investment Advisors LLC 0.23% Reduce -0.7% 32,440 $1.5M
Octavia Wealth Advisors, LLC 0.15% Reduce -3.9% 32,323 $1.5M
Stonebridge Capital Advisors LLC 0.11% Reduce -2.0% 32,322 $1.5M
GAMMA Investing LLC 0.08% Add +10.0% 32,173 $1.5M
Canandaigua National Bank & Trust Co. 0.13% Add +1.1% 32,129 $1.5M
Capital Investment Counsel, Inc 0.18% Reduce -34.4% 31,673 $1.4M
PBMares Wealth Management LLC 0.23% Add +2.0% 31,564 $1.4M
Ted Buchan & Co 0.56% Add +13.0% 31,490 $1.4M
AssuredPartners Investment Advisors, LLC 0.32% Reduce -0.3% 31,476 $1.4M
Applied Capital LLC 1.02% Reduce -0.3% 31,261 $1.4M
Ostrum Asset Management 0.06% Reduce -6.6% 31,046 $1.4M
Prudential PLC 0.01% Add +2.0% 30,858 $1.4M
Brighton Jones LLC 0.03% Add +20.3% 30,748 $1.4M
Gotham Asset Management 0.01% Add +1.0% 30,525 $1.4M
Hilltop Holdings Inc. 0.07% Add +9.6% 30,301 $1.4M
V. M. Manning & Co., Inc. 1.26% No change 29,384 $1.4M
First American Bank 0.09% Reduce -1.5% 30,082 $1.4M
Trust Co. of Vermont 0.06% Add +0.3% 30,070 $1.4M
JT Stratford LLC 0.18% Reduce -16.7% 29,709 $1.4M
Quadcap Wealth Management, LLC 0.16% Reduce -0.1% 29,616 $1.4M
VestGen Advisors, LLC 0.04% Add +13.7% 29,560 $1.4M
Brooks, Moore & Associates, Inc. 0.68% Reduce -1.0% 29,426 $1.3M
Great Lakes Retirement, Inc. 0.15% Add +7.1% 29,186 $1.3M
Vise Technologies, Inc. 0.05% Reduce -40.2% 29,173 $1.3M
V-Square Quantitative Management LLC 0.22% Add +5.6% 29,069 $1.3M
MCF Advisors LLC 0.08% No change 28,991 $1.3M
Caisse Des Depots Et Consignations 0.06% No change 28,842 $1.3M
Old Port Advisors 0.33% Add +39.9% 28,748 $1.3M
Tounjian Advisory Partners, LLC 0.44% Reduce -13.7% 28,742 $1.3M
Linden Thomas Advisory Services, LLC 0.13% Add +1.3% 28,243 $1.3M
J. Safra Sarasin Holding AG 0.02% Add +57.2% 28,170 $1.3M
Sound View Wealth Advisors Group, LLC 0.09% Reduce -0.8% 28,121 $1.3M
Independence Bank of Kentucky 0.16% Reduce -15.3% 28,025 $1.3M
Cobblestone Capital Advisors LLC 0.06% New 27,772 $1.3M
Tiaa Trust, National Association 0.00% Add +1.1% 27,705 $1.3M
Moloney Securities Asset Management, LLC 0.15% Reduce -46.7% 27,687 $1.3M
World Investment Advisors 0.03% Add +15.1% 27,542 $1.3M
Wealth Quarterback LLC 0.49% Add +3.9% 27,534 $1.3M
New Century Financial Group, LLC 2.21% Reduce -2.6% 27,249 $1.2M
Dividend Assets Capital, LLC 0.22% Reduce -0.5% 27,239 $1.2M
William B. Walkup & Associates, Inc. 0.67% Reduce -0.1% 27,194 $1.2M
Lowe Brockenbrough & Co. Inc. 0.06% Add +4.8% 27,126 $1.2M
Huntleigh Advisors, Inc. 0.21% Add +1.1% 27,052 $1.2M
United Bank 0.15% No change 27,000 $1.2M
Symphony Financial, Ltd. Co. 0.15% Add +8.9% 27,268 $1.2M
Ascent Group, LLC 0.04% Add +26.4% 26,936 $1.2M
HighPoint Advisor Group LLC 0.06% Add +11.0% 26,830 $1.2M
HRT Financial LP 0.00% Reduce -79.0% 26,802 $1.2M
Impax Asset Management Group plc 0.01% No change 26,596 $1.2M
BCS Wealth Management 0.27% Reduce -12.6% 26,109 $1.2M
WealthShield Partners, LLC 0.14% Reduce -0.6% 26,101 $1.2M
Bank & Trust Co 0.88% No change 26,081 $1.2M
RBF Capital, LLC 0.05% No change 25,900 $1.2M
Founders Financial Alliance, LLC 0.22% Reduce -4.3% 25,795 $1.2M
FORA Capital, LLC 0.21% Add +9.3% 25,769 $1.2M
Meridian Wealth Management, LLC 0.04% Add +14.4% 25,647 $1.2M
Trust Co of the South 0.19% Reduce -4.2% 25,600 $1.2M
Plato Investment Management Ltd 0.08% Add +21.6% 25,757 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -8.0% 25,467 $1.2M
GC Wealth Management RIA, LLC 0.04% Add +89.1% 25,355 $1.2M
Patten Group, Inc. 0.23% Reduce -5.8% 25,319 $1.2M
Argentarii, LLC 0.46% Reduce -17.1% 25,091 $1.1M
Versor Investments LP 0.21% Add +64.4% 25,008 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +1.3% 24,998 $1.1M
Siemens Fonds Invest GmbH 0.06% Reduce -1.4% 24,870 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.35% Add +1.1% 24,797 $1.1M
Vestcor Inc 0.03% Reduce -12.3% 24,742 $1.1M
Bridges Investment Management Inc. 0.01% No change 24,711 $1.1M
MUFG Securities EMEA plc 0.03% Add +536.6% 24,681 $1.1M
Community Trust & Investment Co. 0.06% No change 24,640 $1.1M
Meeder Advisory Services, Inc. 0.05% Reduce -5.4% 24,599 $1.1M
Snowden Capital Advisors LLC 0.03% Add +2.0% 24,554 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -0.1% 24,552 $1.1M
Cornerstone Select Advisors, LLC 0.82% Add +4.1% 24,383 $1.1M
Provident Investment Management, Inc. 0.10% Add +3.4% 24,330 $1.1M
Marietta Investment Partners LLC 0.21% Add +6.1% 24,251 $1.1M
Smartleaf Asset Management LLC 0.07% Add +30.2% 24,122 $1.1M
NewEdge Wealth, LLC 0.02% Add +79.9% 24,992 $1.1M
Coldstream Capital Management Inc. 0.01% Add +17.8% 23,998 $1.1M
Intrua Financial, LLC 0.13% Add +5.7% 23,858 $1.1M
Ritholtz Wealth Management 0.02% Add +169.1% 23,846 $1.1M
LOM Asset Management Ltd 0.33% Add +4.1% 23,797 $1.1M
Forum Financial Management, LP 0.01% Add +18.5% 23,758 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +8.0% 23,541 $1.1M
Patton Albertson Miller Group, LLC 0.13% Reduce -5.3% 23,539 $1.1M
Scotia Capital Inc. 0.00% Add +1.8% 23,533 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Reduce -17.0% 23,476 $1.1M
SouthState Bank Corp 0.05% Add +23.7% 23,416 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -5.2% 23,394 $1.1M
Certified Advisory Corp 0.10% Add +0.2% 23,341 $1.1M
Welch & Forbes LLC 0.01% Reduce -4.7% 23,295 $1.1M
Farther Finance Advisors, LLC 0.02% Add +8.5% 23,294 $1.1M
Edgemoor Investment Advisors, Inc. 0.08% New 23,199 $1.1M
Glenview Trust Co 0.02% Add +6.5% 23,185 $1.1M
River Wealth Advisors LLC 0.12% Reduce -5.0% 23,024 $1.1M
Harris Associates (Oakmark Funds) 0.00% Reduce -17.6% 23,000 $1.1M
Financial Security Advisor, Inc. 0.22% Add +0.0% 22,985 $1.1M
Greenwood Capital Associates LLC 0.12% No change 22,742 $1.0M
Triangle Securities Wealth Management 0.23% Reduce -9.3% 22,561 $1.0M
NewSquare Capital LLC 0.07% Add +12.4% 22,524 $1.0M
Tema ETFs LLC 0.09% New 22,507 $1.0M
PARK CIRCLE Co 0.88% Reduce -33.5% 22,285 $1.0M
Monument Capital Management 0.25% No change 22,280 $1.0M
Fort Sheridan Advisors LLC 0.13% Reduce -3.5% 22,272 $1.0M
EPG Wealth Management LLC 0.28% Add +0.0% 22,268 $1.0M
BIP Wealth, LLC 0.05% Add +10.7% 22,183 $1.0M
Widmann Financial Services, Inc. 0.64% Add +0.0% 22,179 $1.0M
Silver Oak Securities, Incorporated 0.08% Add +9.8% 22,179 $1.0M
Freemont Management S.A. 0.79% Reduce -88.2% 22,100 $1.0M
Dover Advisors, LLC 0.40% Reduce -2.1% 21,944 $1.0M
Salomon & Ludwin, LLC 0.09% Add +1.1% 21,934 $998K
Oakworth Capital, Inc. 0.06% Add +5.0% 21,758 $995K
International Assets Investment Management, LLC 0.08% No change 22,420 $991K
BHK Investment Advisors, LLC 0.37% Reduce -0.7% 21,670 $991K
Keystone Financial Group, Inc. 0.55% Add +1.1% 21,512 $984K
FIL Ltd 0.00% Add +208.7% 21,419 $979K
Old North State Trust, LLC 0.59% Reduce -22.7% 21,204 $969K
Legacy Financial Advisors, Inc. 0.13% Reduce -7.0% 20,956 $958K
Dodge & Cox 0.00% No change 20,911 $956K
American Trust 0.08% Add +5.6% 20,910 $956K
Carson Advisory Inc. 0.52% Reduce -0.5% 20,898 $955K
PFG Investments, LLC 0.05% Add +25.2% 20,892 $955K
Summit Financial, LLC 0.01% New 20,888 $955K
Weaver C. Barksdale & Associates, Inc. 0.91% Reduce -6.2% 20,799 $951K
RFG Advisory, LLC 0.02% Reduce -11.5% 20,707 $947K
Applied Finance Capital Management, LLC 0.07% Reduce -4.4% 20,706 $947K
Register Financial Advisors LLC 0.37% Add +0.3% 20,665 $945K
Avior Wealth Management, LLC 0.03% Add +3.6% 20,656 $944K
City Holding Co. 0.12% Add +34.3% 20,635 $943K
Cornerstone Advisors, LLC 0.03% No change 20,600 $942K
Capital Asset Advisory Services LLC 0.04% Reduce -0.4% 20,526 $938K
Callan Family Office, LLC 0.03% Reduce -0.8% 20,494 $937K
Moody National Bank Trust Division 0.08% Reduce -11.1% 20,449 $935K
Legacy Advisors, LLC 0.11% — 20,323 $929K
Lebenthal Global Advisors, LLC 0.16% Reduce -0.5% 20,296 $928K
Geneos Wealth Management Inc. 0.02% Reduce -13.3% 20,284 $927K
Sterling Investment Management, LLC 0.55% New 20,188 $923K
Bank Ozk 0.33% Reduce -19.4% 20,140 $921K
Canandaigua National Trust Co of Florida 0.73% Reduce -5.8% 20,136 $921K
Staley Capital Advisers Inc. 0.04% No change 20,000 $914K
Leisure Capital Management 0.31% Add +1.2% 19,985 $914K
AlphaStar Capital Management, LLC 0.08% Add +0.8% 19,969 $913K
Commonwealth Retirement Investments LLC 0.31% Reduce -7.2% 19,702 $901K
Compound Planning, Inc. 0.03% Add +28.2% 19,624 $897K
Fourpath Capital Management, LLC 0.13% Add +24.7% 19,591 $896K
Ingalls & Snyder LLC 0.03% Reduce -11.6% 19,508 $892K
RMR Wealth Builders 0.07% Add +1.4% 19,476 $890K
Profund Advisors LLC 0.03% Add +11.4% 19,468 $890K
AXA Investment Managers S.A. 0.00% — 19,386 $886K
Cyndeo Wealth Partners, LLC 0.05% Add +1.5% 19,351 $885K
Ignite Planners, LLC 0.14% Add +0.1% 19,251 $880K
Hodges Capital Management Inc. 0.08% Reduce -18.0% 19,213 $878K
Paradigm Capital Management, LLC 0.88% Reduce -21.6% 19,095 $873K
Adapt Wealth Advisors, LLC 0.32% Reduce -3.1% 19,092 $873K
OmniStar Financial Group, Inc. 0.53% Add +15.7% 19,089 $873K
West Paces Advisors Inc. 0.17% Reduce -0.8% 19,070 $872K
KG Capital Management 0.24% Reduce -2.6% 19,009 $869K
Todd Asset Management LLC 0.02% No change 18,986 $868K
Douglass Winthrop Advisors, LLC 0.01% Add +1.1% 18,865 $863K
UMB Bank, n.a. 0.01% Reduce -11.2% 18,841 $861K
Community Bank & Trust, Waco, Texas 0.18% Add +9.9% 18,833 $861K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -0.2% 18,791 $859K
Burke & Herbert Bank & Trust Co. 0.18% Reduce -10.7% 18,737 $857K
Equitable Holdings, Inc. 0.01% Add +6.5% 18,685 $854K
Cornerstone Advisory, LLC 0.08% Add +0.5% 18,648 $853K
CSS LLC 0.15% No change 18,618 $851K
Weiss Asset Management LP 0.02% New 18,610 $851K
Private Trust Co. NA 0.07% Add +0.4% 18,563 $849K
Valeo Financial Advisors, LLC 0.02% Reduce -15.9% 18,467 $844K
Plimoth Trust Co. LLC 0.19% Reduce -4.5% 18,372 $840K
Fiduciary Trust Co 0.01% Add +26.8% 18,303 $837K
Smith Salley Wealth Management 0.04% Reduce -12.8% 18,289 $836K
Wbi Investments, LLC 0.21% Reduce -16.6% 18,144 $830K
Chilton Investment Co. Inc. 0.02% Add +29.1% 18,102 $828K
Sheets Smith Wealth Management 0.09% Reduce -0.2% 18,060 $826K
Insigneo Advisory Services, LLC 0.06% Add +4.0% 17,909 $819K
Beese Fulmer Investment Management, Inc. 0.06% Add +0.7% 17,815 $815K
Badgley Phelps Wealth Managers, LLC 0.02% No change 17,759 $812K
Catalyst Funds Management Pty Ltd 0.12% New 17,700 $809K
HM Payson & Co. 0.01% Add +4.8% 17,693 $809K
Legacy Capital Wealth Partners, LLC 0.18% Reduce -1.1% 17,682 $808K
Essex Financial Services, Inc. 0.05% Add +2.5% 17,672 $808K
Congress Asset Management Co. 0.01% Reduce -6.7% 17,578 $804K
Point72 Asia (Singapore) Pte. Ltd. 0.12% Reduce -72.3% 17,529 $801K
Woodard & Co. Asset Management Group Inc. 0.13% Add +11.4% 17,497 $800K
J.Safra Asset Management Corp 0.05% Add +53.7% 17,395 $795K
Oddo BHF Asset Management Sas 0.03% Add +1.8% 17,221 $787K
Invst, LLC 0.09% Reduce -2.2% 17,204 $787K
Pitcairn Co. 0.06% Add +12.7% 17,088 $781K
Washington Capital Management, Inc. 0.56% Add +41.7% 17,000 $777K
United Community Bank 0.24% Add +169.0% 16,924 $774K
Hills Bank & Trust Co 0.05% Reduce -56.7% 16,906 $773K
WESPAC Advisors, LLC 0.45% New 16,875 $772K
Naples Global Advisors, LLC 0.06% Add +1.7% 16,758 $766K
Legacy Wealth Asset Management, LLC 0.19% Add +1.6% 16,718 $764K
Infrastructure Capital Advisors, LLC 0.14% Reduce -8.8% 17,112 $764K
NBT Bank, N.A. 0.05% Add +5.3% 16,696 $763K
1620 Investment Advisors, Inc. 0.52% Add +161.9% 16,679 $763K
Capital International Sarl 0.01% Reduce -61.8% 16,657 $762K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.3% 16,609 $759K
Elevated Capital Advisors, LLC 0.19% Reduce -8.6% 16,565 $757K
Vestmark Advisory Solutions, Inc. 0.01% Add +50.7% 16,553 $757K
MAI Capital Management 0.00% Reduce -2.0% 16,464 $753K
Signature Estate & Investment Advisors LLC 0.02% Reduce -7.6% 16,458 $752K
NorthRock Partners, LLC 0.01% Add +9.0% 16,385 $749K
Strategic Advisors LLC 0.12% Reduce -0.7% 16,330 $747K
Dudley Capital Management, LLC 0.34% No change 16,328 $747K
Mather Group, Llc. 0.01% Add +157.7% 16,249 $743K
Canal Capital Management, LLC 0.11% Add +0.8% 16,224 $742K
Waterloo Capital, L.P. 0.06% Add +2.8% 16,190 $740K
Broyhill Asset Management, LLC 0.65% Add +0.9% 16,130 $737K
Gabelli Funds LLC 0.01% Reduce -4.2% 16,000 $732K
Convergence Investment Partners, LLC 0.16% New 15,985 $731K
Curi Capital, LLC 0.01% Add +47.0% 15,958 $730K
Kingswood Wealth Advisors, LLC 0.04% Reduce -1.5% 15,948 $729K
Bahl & Gaynor LLC 0.00% Reduce -25.1% 15,935 $729K
Cullen/Frost Bankers, Inc. 0.01% Reduce -4.1% 15,924 $728K
YANKCOM Partnership 0.33% Add +13.2% 15,857 $725K
FLC Capital Advisors 0.14% Add +0.0% 15,850 $725K
EverSource Wealth Advisors, LLC 0.03% Reduce -1.3% 15,766 $721K
Townsquare Capital LLC 0.11% Reduce -4.6% 15,747 $720K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +169.3% 15,659 $716K
Atticus Wealth Management, LLC 0.18% No change 15,634 $715K
Lanark Financial, Inc. 0.06% Reduce -3.5% 15,574 $712K
Mayfair Advisory Group, LLC 0.30% Reduce -0.6% 15,497 $709K
Tower Research Capital LLC (TRC) 0.02% Reduce -70.3% 15,484 $708K
Trust Asset Management LLC 0.05% No change 15,324 $701K
Vontobel Holding Ltd. 0.00% Reduce -16.6% 15,319 $700K
First County Bank 0.36% Reduce -7.3% 15,200 $695K
Strategic Blueprint, LLC 0.03% Add +0.7% 15,197 $695K
Ausdal Financial Partners, Inc. 0.03% Add +113.8% 15,172 $694K
FSM Wealth Advisors, LLC 0.10% Add +1.9% 15,161 $693K
Riverbend Wealth Management, LLC 0.48% Add +1.3% 15,148 $693K
Cerro Pacific Wealth Advisors LLC 0.19% Reduce -22.6% 15,127 $692K
Princeton Capital Management LLC 0.19% Reduce -64.5% 15,090 $690K
Pines Wealth Management, LLC 0.23% Reduce -6.1% 15,049 $688K
Centennial Wealth Advisory LLC 0.19% Add +3.8% 15,038 $688K
Integrated Advisors Network LLC 0.03% Reduce -5.0% 15,038 $688K
Aspire Private Capital, LLC 0.15% Reduce -16.6% 15,024 $687K
Centurion Wealth Management LLC 0.16% Add +1.1% 14,954 $684K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +89.4% 14,918 $682K
Savvy Advisors, Inc. 0.03% Add +19.5% 14,914 $682K
Partners in Financial Planning 0.12% No change 14,808 $677K
Centaurus Financial, Inc. 0.03% Add +41.7% 14,801 $677K
Marino, Stram & Associates LLC 0.12% Add +0.5% 14,798 $677K
EntryPoint Capital, LLC 0.26% New 14,796 $676K
Legacy Capital Group California, Inc. 0.17% Add +0.0% 14,771 $675K
Panagora Asset Management Inc. 0.00% Reduce -1.5% 14,748 $674K
Advocacy Wealth Management, LLC 0.03% New 14,720 $673K
Aviance Capital Partners, LLC 0.08% Add +4.7% 14,715 $673K
Moisand Fitzgerald Tamayo, LLC 0.08% No change 14,712 $673K
Sterling Capital Management LLC 0.01% Reduce -0.5% 14,695 $672K
Inspirion Wealth Advisors, LLC 0.09% Reduce -7.2% 15,700 $671K
X-Square Capital, LLC 0.21% Add +0.0% 14,638 $669K
Sunpointe, LLC 0.24% Add +14.7% 14,608 $668K
Fiduciary Family Office, LLC 0.19% Add +4.7% 14,602 $668K
Prosperity Consulting Group, LLC 0.03% Add +7.6% 14,586 $667K
Alteri Wealth LLC 0.23% Add +3.5% 14,577 $666K
3Chopt Investment Partners, LLC 0.15% Reduce -16.5% 14,520 $664K
Icon Wealth Advisors, LLC 0.04% Add +1.5% 14,514 $664K
Oak Hill Wealth Advisors, LLC 0.12% Add +4.7% 14,494 $663K
Wedmont Private Capital 0.02% Add +10.1% 14,578 $659K
Texas Yale Capital Corp. 0.02% Reduce -0.9% 14,400 $658K
First City Capital Management, Inc. 0.35% Add +0.1% 14,359 $656K
Citizens Financial Group Inc. 0.01% Reduce -16.5% 14,349 $656K
Busey Bank 0.02% Reduce -3.1% 14,329 $655K
Lombard Odier Asset Management (Switzerland) SA 0.03% New 14,306 $654K
Alamea Verwaltungs GmbH 0.45% Add +17.1% 14,287 $653K
Capital Fund Management S.A. 0.01% New 14,280 $653K
First Horizon Corp. 0.03% — 14,256 $652K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% Reduce -2.3% 14,252 $652K
Keel Point, LLC 0.04% Reduce -1.5% 14,232 $651K
Hudson Bay Capital Management LP 0.00% New 14,140 $646K
Sigma Planning Corp 0.02% Reduce -11.3% 14,108 $645K
Sumitomo Life Insurance Co. 0.02% Reduce -3.9% 14,101 $645K
Rossmore Private Capital 0.07% Reduce -0.1% 14,098 $645K
Prosperity Wealth Management, Inc. 0.22% Add +0.1% 14,032 $642K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +20.1% 13,944 $638K
Polymer Capital Management (US) LLC 0.08% New 13,867 $634K
Gladstone Institutional Advisory LLC 0.02% Add +0.6% 13,840 $633K
SVB Wealth LLC 0.03% Reduce -17.3% 13,750 $629K
Hazlett, Burt & Watson, Inc. 0.22% Add +10.0% 13,748 $628K
F/m Investments LLC 0.02% Reduce -2.0% 13,720 $627K
Premier Path Wealth Partners, LLC 0.08% Add +9.7% 13,687 $626K
CreativeOne Wealth, LLC 0.02% Add +18.9% 13,658 $624K
Klingman & Associates, LLC 0.03% Add +0.6% 13,586 $621K
Sivia Capital Partners, LLC 0.17% Add +1.3% 13,559 $620K
Pinnacle Holdings, LLC 0.24% No change 13,520 $618K
Fee-Only Financial Planning, L.C. 0.36% Reduce -12.1% 13,506 $617K
First Financial Group Corp 0.53% Reduce -5.8% 13,498 $617K
Eastover Investment Advisors LLC 0.27% No change 13,481 $616K
Koshinski Asset Management, Inc. 0.04% Reduce -0.5% 13,440 $614K
Groupama Asset Managment 0.01% New 13,431 $614K
Archer Investment Corp 0.14% No change 13,411 $613K
Krilogy Financial LLC 0.02% New 13,890 $612K
Aaron Wealth Advisors LLC 0.04% Add +64.3% 13,366 $611K
GeoWealth Management, LLC 0.02% Add +124.8% 13,217 $604K
Greenleaf Trust 0.01% Add +1.0% 13,174 $602K
Supplemental Annuity Collective Trust of NJ 0.16% No change 13,123 $600K
Uncommon Cents Investing LLC 0.15% Add +2.2% 13,020 $595K
Leavell Investment Management, Inc. 0.03% Reduce -31.0% 12,991 $594K
Hoxton Planning & Management, LLC 0.19% Reduce -6.1% 12,982 $594K
Teza Capital Management LLC 3.20% Reduce -38.3% 12,957 $592K
IHT Wealth Management, LLC 0.01% Reduce -3.9% 12,888 $589K
Paragon Private Wealth Management, LLC 0.19% Add +30.4% 12,875 $589K
BTG Pactual Asset Management US LLC 0.07% New 12,835 $587K
Prime Capital Investment Advisors, LLC 0.01% Add +1.2% 12,832 $587K
RFP Financial Group LLC 0.24% Add +1.2% 12,966 $586K
Payden & Rygel 0.05% No change 12,800 $585K
Duncan Williams Asset Management, LLC 0.16% Reduce -1.8% 12,773 $584K
LexAurum Advisors, LLC 0.08% Add +163.1% 12,772 $584K
Westhampton Capital, LLC 0.28% Reduce -1.3% 12,755 $583K
Syon Capital LLC 0.03% Reduce -4.5% 12,691 $580K
Cigna Investments Inc. 0.08% Reduce -0.9% 12,681 $580K
Wealth Alliance Advisory Group, LLC 0.10% No change 12,624 $577K
Exencial Wealth Advisors, LLC 0.02% Reduce -10.2% 12,619 $577K
Intrust Bank NA 0.05% Add +0.3% 12,598 $576K
Wolff Financial Management LLC 0.13% Reduce -0.2% 12,560 $574K
Oxford Asset Management LLP 0.19% New 12,552 $574K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.4% 12,538 $573K
Forefront Wealth Partners, LLC 0.14% Reduce -0.1% 12,526 $573K
Live Oak Private Wealth LLC 0.08% Add +1.4% 12,448 $569K
Ransom Advisory, Ltd 0.26% Reduce -5.3% 12,430 $568K
CenterBook Partners LP 0.03% New 12,402 $567K
Aull & Monroe Investment Management Corp 0.29% No change 12,335 $564K
Thompson Investment Management, Inc. 0.08% No change 12,276 $561K
CX Institutional 0.02% Add +29.7% 12,277 $561K
Foster & Motley Inc. 0.03% Reduce -6.1% 12,252 $560K
Farmers & Merchants Investments Inc. 0.02% Add +2.2% 12,242 $560K
Code Waechter LLC 0.36% Add +1.7% 12,681 $557K
Sage Mountain Advisors LLC 0.03% Add +52.7% 12,172 $556K
Laurion Capital Management LP 0.08% New 12,093 $553K
Venturi Wealth Management, LLC 0.03% Add +2.8% 11,968 $547K
Evercore Wealth Management, LLC 0.01% Reduce -4.2% 11,968 $547K
Moneta Group Investment Advisors LLC 0.00% Reduce -6.6% 11,920 $545K
Shepherd Financial Partners LLC 0.05% Add +0.2% 11,915 $545K
Mitchell McLeod Pugh & Williams Inc. 0.09% Reduce -0.4% 12,249 $543K
Gratus Wealth Advisors, LLC 0.08% Reduce -37.5% 11,828 $541K
Hilltop National Bank 0.13% Reduce -6.4% 11,823 $541K
Heritage Investors Management Corp. 0.02% No change 11,775 $538K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.9% 11,753 $537K
Eads & Heald Wealth Management 0.25% Add +2.8% 11,688 $534K
Adams Wealth Management 0.11% Reduce -15.5% 11,672 $534K
CacheTech Inc. 0.11% Reduce -15.5% 11,672 $534K
Chemung Canal Trust Co. 0.11% Reduce -8.3% 11,662 $533K
Sculati Wealth Management, LLC 0.19% No change 11,659 $533K
Culbertson A N & Co. Inc. 0.08% Reduce -0.8% 11,628 $532K
Parkside Financial Bank & Trust 0.04% Add +5.3% 11,623 $531K
Nalls Sherbakoff Group, LLC 0.36% No change 11,622 $531K
HUB Investment Partners, LLC 0.02% Add +3.4% 11,522 $527K
Simplicity Wealth,LLC 0.03% Reduce -21.5% 11,454 $524K
Evergreen Capital Management LLC 0.01% Add +24.1% 11,453 $524K
HBK Sorce Advisory LLC 0.01% Add +22.7% 12,074 $522K
Cidel Asset Management Inc. 0.03% Add +2.7% 11,409 $522K
Perigon Wealth Management, LLC 0.01% Add +10.5% 11,394 $521K
North Star Investment Management Corp. 0.03% No change 11,342 $519K
Tower Bridge Advisors 0.05% Reduce -2.6% 11,290 $516K
Howe & Rusling Inc. 0.04% New 11,251 $514K
Fiduciary Group, LLC 0.05% Reduce -15.8% 11,248 $514K
Vaughan David Investments LLC 0.01% Add +0.2% 11,146 $510K
SLT Holdings LLC 0.34% Reduce -0.6% 11,114 $508K
Alliance Wealth Advisors, LLC 0.25% Add +0.1% 11,093 $507K
Longfellow Investment Management Co. LLC 0.12% No change 11,083 $507K
Whittier Trust Co. 0.01% Reduce -7.7% 11,126 $506K
Daymark Wealth Partners, LLC 0.02% Add +30.8% 11,061 $506K
Hayek Kallen Investment Management 0.16% No change 11,047 $505K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -8.2% 11,031 $504K
New Hampshire Trust 0.10% Add +25.8% 11,030 $504K
Franklin Street Advisors Inc. 0.03% No change 10,975 $502K
Caxton Associates LLP 0.01% Reduce -21.5% 10,875 $497K
Verum Partners LLC 0.11% No change 10,818 $495K
MBL Wealth, LLC 0.04% Add +5.0% 10,806 $494K
Northwest & Ethical Investments L.P. 0.01% Reduce -28.0% 10,800 $494K
Johnson Investment Counsel Inc. 0.00% Reduce -1.3% 10,726 $490K
First Dallas Securities Inc. 0.18% Add +10.4% 10,686 $489K
Westwood Holdings Group Inc. 0.00% Reduce -11.0% 10,629 $486K
Park Place Capital Corp 0.10% Add +17.5% 10,606 $485K
Parallax Volatility Advisers, L.P. 0.02% New 10,598 $485K
Quadrant Private Wealth Management, LLC 0.09% Add +0.5% 10,575 $484K
Kennebec Savings Bank 0.44% Add +10.7% 10,533 $482K
Valmark Advisers, Inc. 0.01% Reduce -0.4% 10,499 $480K
Compass Ion Advisors, LLC 0.05% Reduce -50.0% 10,484 $479K
Sowell Financial Services LLC 0.02% Add +6.1% 10,475 $479K
Concord Asset Management, LLC 0.09% Reduce -85.0% 10,449 $478K
RKL Wealth Management LLC 0.04% Reduce -17.8% 10,438 $477K
Checchi Capital Advisers, LLC 0.03% Reduce -10.9% 10,389 $475K
Successful Portfolios LLC 0.28% Add +0.6% 10,357 $474K
Wright Investors Service Inc. 0.14% Reduce -5.6% 10,357 $474K
Rothschild Investment LLC 0.03% Reduce -0.1% 10,308 $471K
Bridgefront Capital, LLC 0.14% New 10,295 $471K
Berkshire Money Management, Inc. 0.05% New 10,292 $471K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -47.6% 10,249 $469K
Hamilton Capital Partners Inc. 0.02% No change 10,227 $468K
Pine Harbor Wealth Management, LLC 0.15% Reduce -2.9% 10,208 $467K
CI Investments Inc. 0.00% Add +15.5% 10,187 $466K
Erste Asset Management GmbH 0.00% Reduce -67.7% 10,138 $466K
Bartlett & Co. Wealth Management LLC 0.01% No change 10,177 $465K
Hardy Reed LLC 0.03% Add +1.3% 10,171 $465K
CHICAGO TRUST Co NA 0.07% New 10,139 $464K
Cassaday & Co Wealth Management LLC 0.01% No change 10,113 $462K
Pallas Capital Advisors LLC 0.02% Add +18.8% 10,079 $461K
Patriot Investment Management Group, Inc. 0.03% No change 10,077 $461K
Taylor Hoffman Capital Management LLC 0.14% No change 10,067 $460K
Banco Santander, S.A. 0.00% Reduce -16.7% 10,021 $458K
Westover Capital Advisors, LLC 0.08% No change 10,018 $458K
American Assets Inc. 0.15% No change 10,000 $457K
Bayesian Capital Management, LP 0.09% New 10,000 $457K
Nicolet Bankshares Inc. 0.07% Reduce -52.0% 9,988 $457K
Wilkins Investment Counsel Inc. 0.06% No change 9,975 $456K
Asahi Life Asset Management Co., LTD. 0.25% New 9,878 $452K
Phillips Wealth Planners LLC 0.37% Add +22.0% 9,956 $451K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -3.5% 9,831 $449K
Stonebridge Financial Group, LLC 0.04% Add +0.3% 9,831 $449K
Transcend Capital Advisors, LLC 0.03% Add +19.2% 9,823 $449K
Guyasuta Investment Advisors Inc. 0.03% Reduce -17.0% 9,769 $447K
Southeast Asset Advisors, LLC 0.05% No change 9,765 $446K
Chancellor Financial Group WB LP 0.32% Reduce -2.0% 9,746 $446K
BSW Wealth Partners 0.05% Reduce -9.5% 9,616 $440K
5T Wealth, LLC 0.19% Reduce -0.0% 9,606 $439K
Raiffeisen Bank International AG 0.01% Reduce -36.0% 9,546 $438K
Brady Family Wealth, LLC 0.14% Reduce -45.8% 9,581 $438K
Rehmann Capital Advisory Group 0.02% Reduce -0.3% 9,577 $438K
Waycross Partners, LLC 0.04% No change 9,525 $435K
Aspiriant, LLC 0.01% Reduce -18.4% 9,502 $434K
Trivium Point Advisory, LLC 0.04% Add +24.6% 9,490 $434K
Calamos Wealth Management LLC 0.02% New 9,466 $433K
Ellevest, Inc. 0.06% Add +13.2% 9,433 $431K
Roxbury Financial LLC 0.40% Add +0.9% 9,430 $431K
LVW Advisors, LLC 0.04% Reduce -0.2% 9,411 $430K
Toth Financial Advisory Corp. 0.05% Add +0.8% 9,390 $429K
Clark Financial Services Group Inc. 0.23% Add +9.9% 9,383 $429K
Gardner Russo & Quinn 0.00% Add +0.8% 9,355 $428K
Greatmark Investment Partners, Inc. 0.05% Add +0.2% 9,320 $426K
Meiji Yasuda Life Insurance Co 0.01% New 9,303 $425K
MTM Investment Management, LLC 0.14% Add +0.4% 9,296 $425K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -46.9% 9,281 $424K
Cypress Capital Group 0.05% No change 9,217 $421K
Main Street Financial Solutions, LLC 0.03% Add +34.9% 9,150 $418K
HHM Wealth Advisors, LLC 0.05% Add +2.2% 9,136 $418K
Parthenon LLC 0.05% No change 9,112 $417K
Myriad Asset Management US LP 0.23% New 9,110 $417K
Everett Harris & Co. 0.01% No change 9,080 $415K
Tompkins Financial Corp. 0.03% Add +14.8% 9,023 $413K
Howard Capital Management, LLC 0.01% Add +3.3% 9,012 $412K
Midland Wealth Advisors, LLC 0.02% Reduce -24.8% 9,010 $412K
Financial Management Network Inc. 0.07% Reduce -32.0% 9,073 $411K
Pinnacle Wealth Planning Services, Inc. 0.05% New 8,994 $411K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +54.5% 8,977 $410K
Fiducient Advisors LLC 0.05% No change 8,915 $408K
Cornerstone Advisors Asset Management, LLC 0.07% Add +6.5% 8,910 $407K
Colonial River Investments, LLC 0.15% Reduce -0.1% 8,893 $407K
Arlington Trust Co LLC 0.07% No change 8,892 $407K
Accurate Wealth Management, LLC 0.05% Add +11.4% 9,208 $404K
BankPlus Wealth Management LLC 0.24% Add +9.2% 8,833 $404K
Avalon Trust Co 0.03% Add +0.4% 8,807 $403K
Blake Schutter Theil Wealth Advisors, LLC 0.40% Add +24.9% 8,799 $402K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 8,766 $401K
Fisher Asset Management 0.00% Add +21.7% 8,728 $399K
Transamerica Financial Advisors, LLC 0.03% Add +58.1% 8,687 $397K
SkyView Investment Advisors, LLC 0.05% Add +24.2% 8,671 $396K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.0% 8,644 $395K
Valley National Advisers Inc. 0.06% Add +0.1% 8,640 $395K
Clark Capital Management Group, Inc. 0.00% Add +2.1% 8,626 $394K
Wealthspire Retirement, LLC 0.03% Reduce -3.3% 8,623 $394K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -8.7% 8,609 $394K
Institute for Wealth Management, LLC. 0.04% Add +5.3% 8,567 $392K
Aprio Wealth Management, LLC 0.04% Add +2.7% 8,564 $392K
FSB Premier Wealth Management, Inc. 0.13% Reduce -4.6% 8,539 $390K
AA Financial Advisors, LLC 0.08% Reduce -1.0% 8,537 $390K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.8% 8,524 $390K
Ti-Trust, Inc. 0.24% Add +2.1% 8,504 $389K
Eagle Strategies LLC 0.05% Reduce -6.1% 8,482 $388K
Journey Strategic Wealth LLC 0.01% Add +27.8% 8,467 $387K
Cypress Wealth Services, LLC 0.06% Add +0.2% 8,466 $387K
Keystone Financial Group 0.03% Reduce -2.7% 8,434 $386K
Spire Wealth Management 0.01% Add +0.3% 8,425 $385K
Asset Dedication, LLC 0.03% Add +0.2% 8,406 $384K
Landscape Capital Management, L.L.C. 0.02% New 8,365 $382K
Souders Financial Advisors 0.05% Add +51.2% 8,308 $380K
Cary Street Partners Investment Advisory LLC 0.16% Add +27.5% 8,286 $379K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -1.2% 8,285 $379K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.3% 8,284 $377K
Regal Investment Advisors LLC 0.02% Add +24.3% 8,224 $376K
Beacon Pointe Advisors, LLC 0.00% Reduce -76.2% 8,202 $375K
International Private Wealth Advisors LLC 0.24% Reduce -14.2% 8,184 $374K
1ST Source Bank 0.02% Reduce -5.4% 8,114 $371K
LBMC Investment Advisors, LLC 0.02% No change 8,098 $370K
Cim Investment Management Inc. 0.10% Reduce -1.1% 8,095 $370K
Lantz Financial LLC 0.08% Add +25.2% 8,064 $369K
IFP Advisors, Inc 0.01% Add +4.5% 8,011 $366K
Compagnie Lombard Odier SCmA 0.00% No change 8,000 $366K
Ballew Advisors, Inc 0.20% Reduce -0.2% 8,304 $365K
Wynn Capital, LLC 0.18% No change 7,974 $365K
Summit Asset Management, LLC 0.06% Reduce -13.8% 7,959 $364K
Polymer Capital Management (HK) LTD 0.05% New 7,804 $357K
Abacus Planning Group, Inc. 0.05% Reduce -0.6% 7,780 $356K
Voleon Capital Management LP 0.01% Reduce -22.9% 7,774 $355K
tru Independence LLC 0.09% Add +4.0% 7,757 $355K
Aldebaran Financial Inc. 0.35% Reduce -5.9% 7,728 $353K
Morris Financial Concepts, Inc. 0.13% No change 7,688 $351K
Crawford Investment Counsel Inc. 0.01% Reduce -14.0% 7,683 $351K
First United Bank & Trust 0.11% No change 7,637 $349K
Nwam LLC 0.02% Add +0.3% 7,963 $346K
Bayforest Capital Ltd 0.16% Add +64.6% 7,571 $346K
Founders Grove Wealth Partners, LLC 0.08% Reduce -8.7% 7,524 $344K
B. Riley Wealth Advisors, Inc. 0.02% Add +9.4% 7,517 $344K
Chicago Partners Investment Group LLC 0.01% Add +1.8% 7,713 $342K
Selective Wealth Management, Inc. 0.11% Add +2.6% 7,560 $342K
Eisler Capital Management Ltd. 0.01% Reduce -98.2% 7,453 $341K
Waddell & Associates, LLC 0.03% Add +3.9% 7,409 $339K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -18.4% 7,354 $336K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 7,284 $333K
Elevation Point Wealth Partners, LLC 0.02% Add +132.3% 7,275 $333K
Biltmore Family Office, LLC 0.05% No change 7,274 $333K
Genesis Private Wealth, LLC 0.14% Add +19.1% 7,266 $332K
Caldwell Trust Co 0.03% Add +6.0% 7,228 $330K
Manske Wealth Management 0.10% Reduce -2.7% 7,125 $326K
Select Asset Management & Trust 0.10% No change 7,097 $324K
Apella Capital, LLC 0.01% Add +15.6% 7,856 $323K
ForthRight Wealth Management, LLC 0.09% Reduce -7.7% 7,032 $321K
Sage Investment Counsel LLC 0.35% Add +0.2% 7,004 $320K
Stone Summit Wealth LLC 0.09% Reduce -5.4% 7,000 $320K
FDx Advisors, Inc. 0.10% Add +21.6% 7,170 $320K
IFS Group,LLC 0.28% — 7,008 $319K
Formidable Asset Management, LLC 0.05% Reduce -8.1% 7,424 $319K
Empower Advisory Group, LLC 0.00% Add +10.4% 6,963 $318K
Stonegate Investment Group, LLC 0.01% Add +0.1% 6,944 $317K
Castleview Partners, LLC 0.17% Add +13.8% 6,903 $316K
Three Magnolias Financial Advisors, LLC 0.20% Add +27.8% 6,900 $315K
First Manhattan Co. Llc. 0.00% New 6,874 $314K
Fonville Wealth Management LLC 0.07% Reduce -0.1% 6,834 $312K
Haverford Trust Co 0.00% Reduce -6.3% 6,761 $309K
Ashton Thomas Private Wealth, LLC 0.01% Add +18.1% 6,749 $309K
Cornerstone Management, Inc. 0.05% No change 6,678 $305K
Gradient Investments LLC 0.01% New 6,636 $303K
Joel Isaacson & Co., LLC 0.01% Add +33.9% 6,630 $303K
PDS Planning, Inc 0.02% Add +0.1% 6,624 $303K
West Family Investments, Inc. 0.07% Add +0.7% 6,615 $302K
Whipplewood Advisors, LLC 0.20% Reduce -1.9% 6,609 $302K
Silverlake Wealth Management LLC 0.07% Add +23.6% 6,595 $302K
DGS Capital Management, LLC 0.05% New 6,577 $301K
Armistice Capital, LLC 0.01% New 6,544 $299K
CVA Family Office, LLC 0.04% Add +2.5% 6,522 $298K
Canton Hathaway, LLC 0.06% No change 6,516 $298K
Wagner Wealth Management, LLC 0.07% Reduce -1.8% 6,501 $297K
Victory Financial Group, LLC 0.04% Add +14.1% 6,482 $297K
Harbour Investments, Inc. 0.01% Add +22.1% 6,440 $294K
ARS Wealth Advisors Group, LLC 0.03% Add +0.4% 6,423 $294K
Meridian Financial Partners LLC 0.12% Add +0.1% 6,616 $292K
Norden Group LLC 0.03% Add +22.5% 6,376 $292K
Alta Advisers Ltd 0.09% No change 6,350 $290K
44 Wealth Management LLC 0.10% Reduce -0.1% 6,349 $290K
Platform Technology Partners 0.07% Reduce -1.8% 6,330 $289K
Quotient Wealth Partners, LLC 0.01% Add +1.4% 6,287 $287K
Patrick M Sweeney & Associates, Inc. 0.19% Reduce -1.5% 6,285 $287K
Tennessee Valley Asset Management Partners 0.04% Add +20.6% 6,273 $287K
Hill Investment Group Partners, LLC 0.03% Reduce -6.5% 6,259 $286K
Bailard, Inc. 0.01% Reduce -88.5% 6,212 $284K
Beverly Hills Private Wealth, LLC 0.05% Add +1.9% 6,153 $281K
Councilmark Asset Management, LLC 0.16% Reduce -8.2% 6,142 $281K
L2 Asset Management, LLC 0.04% Add +5.5% 6,116 $280K
Peachtree Investment Partners, LLC 0.10% Reduce -2.2% 6,109 $279K
Apexium Financial, LP 0.01% Add +1.5% 6,106 $279K
Retirement Planning Group, LLC 0.01% New 6,100 $279K
Strategic Wealth Investment Group, LLC 0.02% New 6,099 $279K
WBH Advisory Inc. 0.02% Add +3.2% 6,097 $279K
Outfitters Financial LLC 0.23% Reduce -31.1% 6,091 $278K
Frederick Financial Consultants, LLC 0.16% Add +0.9% 6,090 $278K
Everstar Asset Management, LLC 0.16% Add +2.6% 6,063 $277K
Aegis Wealth Management LLC 0.15% Reduce -17.0% 6,042 $276K
Brooklyn Investment Group 0.04% Reduce -4.3% 6,479 $276K
Court Place Advisors, LLC 0.08% Add +3.4% 6,022 $275K
Avaii Wealth Management, LLC 0.10% Add +0.1% 6,007 $275K
Salzhauer Michael 0.14% No change 57,327 $274K
Sapient Capital LLC 0.00% Reduce -9.8% 5,954 $273K
Timonier Family Office, LTD. 0.09% No change 5,941 $272K
Parcion Private Wealth LLC 0.02% Add +7.2% 5,925 $271K
Klingenstein Fields & Co. LP 0.01% No change 5,912 $270K
Cascades Capital Asset Management, LLC 0.12% Reduce -1.1% 5,901 $270K
Smith Thornton Advisors LLC 0.14% Add +4.1% 5,900 $270K
Family Legacy, Inc. 0.08% No change 5,870 $268K
Patton Fund Management, Inc. 0.05% No change 5,846 $267K
D'Orazio & Associates, Inc. 0.04% Reduce -2.2% 5,844 $267K
Convergence Financial, LLC 0.04% Reduce -12.5% 5,831 $267K
BLB&B Advisors, LLC 0.01% Add +2.8% 5,788 $265K
Smith, Moore & Co. 0.02% Add +7.9% 5,787 $265K
Allegiance Financial Group Advisory Services LLC 0.06% Add +3.0% 5,774 $264K
Evermay Wealth Management LLC 0.03% Reduce -0.9% 5,755 $263K
Wedbush Securities Inc. 0.01% New 5,763 $263K
Kestra Investment Management, LLC 0.01% Add +12.6% 5,739 $262K
Bridgewater Advisors Inc. 0.02% Add +9.4% 7,963 $262K
Lafayette Investments, Inc. 0.05% No change 5,727 $262K
Calton & Associates, Inc. 0.04% Reduce -9.6% 5,719 $261K
Muirfield Wealth Advisors LLC 0.19% Add +1.1% 5,665 $259K
GTS Securities LLC 0.01% Reduce -7.6% 5,653 $258K
Clarius Group, LLC 0.02% Reduce -28.1% 5,606 $256K
Faithward Advisors, LLC 0.04% Add +9.8% 5,581 $255K
Penserra Capital Management LLC 0.00% No change 5,585 $254K
Next Level Private LLC 0.07% Add +0.9% 5,579 $253K
Johnson Financial Group, Inc. 0.01% Add +48.9% 5,525 $253K
Gries Financial LLC 0.04% Add +4.4% 5,507 $252K
New Wave Wealth Advisors LLC 0.10% Add +9.1% 5,502 $252K
Rock Point Advisors, LLC 0.07% No change 5,475 $250K
Integrated Quantitative Investments LLC 0.07% New 5,474 $250K
FWG Holdings, LLC 0.11% No change 5,694 $250K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -77.3% 5,449 $249K
Financial Consulate, Inc. 0.03% New 5,413 $247K
TrueWealth Advisors, LLC 0.07% Add +1.0% 5,390 $246K
Mountain Pacific Investment Advisers LLC 0.04% No change 5,366 $245K
Harmony Asset Management LLC 0.08% Add +0.2% 5,364 $245K
Obsidian Personal Planning Solutions LLC 0.08% New 5,447 $243K
Conning Inc. 0.01% No change 5,312 $243K
WealthTrust Axiom LLC 0.06% No change 5,301 $242K
Waldron Private Wealth LLC 0.01% Add +0.3% 5,290 $242K
Atlantic Family Wealth, LLC 0.19% Reduce -0.9% 5,269 $241K
Baron Wealth Management LLC 0.08% Add +0.0% 5,257 $240K
MASTERINVEST Kapitalanlage GmbH 0.02% New 5,244 $240K
M. Kulyk & Associates, LLC 0.05% No change 5,210 $238K
Nilsine Partners, LLC 0.02% Reduce -20.2% 5,203 $238K
Great Valley Advisor Group, Inc. 0.00% Reduce -0.6% 5,171 $236K
Parsonex Advisory Services, Inc. 0.16% Add +7.9% 5,171 $236K
Modern Wealth Management, LLC 0.00% New 5,168 $236K
Focus Financial Network, Inc. 0.01% Reduce -10.6% 5,165 $236K
Gitterman Wealth Management, LLC 0.05% New 5,147 $235K
Roehl & Yi Investment Advisors, LLC 0.10% Add +1.8% 5,136 $235K
Augustine Asset Management Inc. 0.05% Reduce -1.7% 5,128 $234K
Philadelphia Trust Co. 0.02% Add +4.3% 5,127 $234K
Cape Investment Advisory, Inc. 0.23% Reduce -12.2% 5,103 $233K
Shayne & Jacobs, LLC 0.07% No change 5,084 $232K
Nicolet Advisory Services, LLC 0.02% Reduce -12.7% 5,135 $232K
Spirepoint Private Client, LLC 0.02% No change 5,071 $232K
Fortress Private Ledger, LLC 0.08% Reduce -14.6% 5,069 $232K
TradeWell Securities, LLC. 0.10% Reduce -2.3% 5,085 $232K
Element Wealth, LLC 0.10% Add +0.2% 5,052 $231K
Sunbelt Securities, Inc. 0.02% Add +128.6% 5,048 $231K
Evoke Wealth, LLC 0.00% Reduce -9.0% 5,044 $231K
Newman Dignan & Sheerar, Inc. 0.05% Reduce -36.9% 5,032 $230K
Capital Analysts, LLC 0.01% Reduce -5.0% 5,014 $230K
Paragon Capital Management Ltd 0.04% Reduce -4.8% 5,022 $230K
Continuum Advisory, LLC 0.02% Reduce -9.7% 5,020 $230K
Payne Capital Management, LLC 0.07% No change 5,000 $229K
McAdam, LLC 0.01% New 4,972 $227K
High Net Worth Advisory Group LLC 0.05% No change 4,960 $227K
PFW Advisors LLC 0.07% No change 4,951 $226K
Total Clarity Wealth Management, Inc. 0.06% Reduce -0.7% 4,924 $225K
Childress Capital Advisors, LLC 0.04% New 4,913 $225K
Yeomans Consulting Group, Inc. 0.08% Reduce -5.5% 4,891 $223K
Davis R M Inc. 0.00% No change 4,861 $222K
LongView Wealth Management 0.06% Reduce -2.3% 4,839 $221K
NorthCrest Asset Manangement, LLC 0.01% New 4,817 $218K
Chicago Capital, LLC 0.01% No change 4,762 $218K
Integrated Investment Consultants, LLC 0.04% Reduce -16.6% 4,756 $217K
Bollard Group LLC 0.01% Add +1.1% 4,756 $217K
Keynote Financial Services LLC 0.13% No change 4,740 $217K
Sandhill Capital Partners LLC 0.02% Reduce -0.6% 4,737 $217K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -2.3% 4,737 $217K
Capital Square, LLC 0.11% Reduce -17.2% 4,718 $216K
Future Financial Wealth Managment LLC 0.14% No change 4,700 $215K
Tritonpoint Wealth, LLC 0.02% New 4,696 $215K
Alaethes Wealth, LLC 0.06% No change 4,694 $215K
Catalyst Financial Partners LLC 0.03% New 4,672 $214K
Invested Advisors 0.31% — 4,858 $214K
Lloyd Advisory Services, LLC. 0.10% New 4,650 $213K
Bradley Foster & Sargent Inc. 0.00% New 4,646 $212K
waypoint wealth counsel 0.08% New 4,637 $212K
Sound Income Strategies, LLC 0.01% Reduce -6.9% 4,790 $212K
Pathway Financial Advisors LLC 0.03% New 4,626 $212K
Nikulski Financial, Inc. 0.05% New 4,600 $210K
CNB Bank 0.09% Add +5.5% 4,596 $210K
Colton Groome Financial Advisors, LLC 0.06% Reduce -5.2% 4,595 $210K
Creekmur Asset Management LLC 0.03% No change 4,580 $209K
Kathmere Capital Management, LLC 0.01% New 4,570 $209K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% New 4,558 $208K
Fidelis Capital Partners, LLC 0.02% New 4,534 $207K
CENTRAL TRUST Co 0.00% Reduce -6.6% 4,526 $207K
MV Capital Management, Inc. 0.02% Add +15.6% 4,522 $207K
Boltwood Capital Management 0.05% New 4,510 $206K
Mill Capital Management, LLC 0.02% New 4,509 $206K
American Capital Advisory, LLC 0.10% No change 4,506 $206K
Inscription Capital, LLC 0.02% New 4,475 $205K
Providence Capital Advisors, LLC 0.04% Reduce -6.3% 4,475 $205K
LRI Investments, LLC 0.02% Add +6.8% 4,461 $204K
Johnson Financial Group, LLC 0.02% New 4,446 $203K
Capital Management Corp. 0.03% New 4,443 $203K
Chase Investment Counsel Corp. 0.06% New 4,421 $202K
Trust Point Inc. 0.02% New 4,415 $202K
Facet Wealth, Inc. 0.00% New 4,400 $201K
Cubist Systematic Strategies, LLC 0.00% New 4,397 $201K
Eastern Bank 0.00% Reduce -0.2% 4,350 $199K
Accordant Advisory Group Inc 0.13% No change 4,299 $197K
NFSG Corp 0.03% Add +0.3% 4,269 $195K
Westpac Banking Corp. 0.01% No change 4,184 $191K
Cromwell Holdings LLC 0.10% No change 4,108 $188K
Hantz Financial Services, Inc. 0.00% Add +263.2% 3,966 $181K
Grove Bank & Trust 0.02% Reduce -6.1% 3,862 $177K
Bruce G. Allen Investments, LLC 0.12% Add +0.2% 3,787 $173K
Dakota Community Bank & Trust NA 0.68% Add +10.1% 3,748 $171K
VSM Wealth Advisory, LLC 0.05% Reduce -38.3% 3,730 $171K
TD Waterhouse Canada Inc. 0.00% Add +6.8% 3,730 $170K
Manchester Capital Management LLC 0.02% Reduce -5.9% 3,641 $166K
CYBER HORNET ETFs LLC 0.11% Add +3.8% 3,621 $166K
Fairscale Capital, LLC 0.11% No change 3,503 $160K
Binnacle Investments Inc 0.09% Add +10.1% 3,503 $160K
Global Trust Asset Management, LLC 0.07% No change 3,401 $155K
Deseret Mutual Benefit Administrators 0.06% No change 3,234 $148K
Heartwood Wealth Advisors LLC 0.01% Reduce -42.6% 3,222 $147K
Exchange Traded Concepts, LLC 0.00% Reduce -33.2% 3,203 $146K
Sentry Investment Management LLC 0.09% Reduce -28.5% 3,137 $138K
Wellington Shields & Co., LLC 0.04% No change 3,000 $137K
Viking Fund Management LLC 0.02% No change 3,000 $137K
First PREMIER Bank 0.03% No change 3,000 $137K
Ameritas Advisory Services, LLC 0.01% Reduce -30.9% 2,918 $133K
Boyd Watterson Asset Management LLC 0.04% Reduce -3.1% 2,907 $133K
PEAK6 LLC 0.00% New 2,820 $129K
Caldwell Sutter Capital, Inc. 0.05% Reduce -8.4% 2,677 $122K
Proffitt & Goodson Inc. 0.02% Add +3.5% 2,656 $121K
Summit Securities Group LLC 0.04% Add +197.5% 2,624 $120K
Silvant Capital Management LLC 0.00% No change 2,587 $118K
Quent Capital, LLC 0.01% New 2,558 $117K
Evolution Advisers, Inc. 0.05% No change 74,770 $116K
Ameriflex Group, Inc. 0.04% Add +1157.7% 2,528 $116K
Millstone Evans Group, LLC 0.07% No change 2,483 $114K
South Plains Financial, Inc. 0.07% Add +7.0% 2,476 $113K
Curat Global, LLC 0.10% No change 2,443 $112K
Cranbrook Wealth Management, LLC 0.02% No change 2,430 $111K
AlphaCore Capital LLC 0.00% New 2,410 $110K
Clear Investment Research, LLC 0.14% No change 2,360 $108K
Clearstead Trust, LLC 0.02% Reduce -18.9% 2,320 $106K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +25.9% 2,290 $105K
Root Financial Partners, LLC 0.01% New 2,250 $103K
Hughes Financial Services, LLC 0.02% Add +1.1% 2,278 $103K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 2,246 $103K
Essential Partners LLC 0.03% Add +17.7% 2,199 $101K
Sittner & Nelson, LLC 0.04% No change 2,175 $99K
Gables Capital Management Inc. 0.04% No change 2,171 $99K
Versant Capital Management, Inc 0.01% Add +24.3% 2,124 $97K
Abound Wealth Management 0.02% Add +1.1% 2,111 $96K
SBI Securities Co., Ltd. 0.00% Reduce -15.6% 2,103 $96K
Capital Advisors, Ltd. LLC 0.01% No change 2,088 $95K
Golden State Wealth Management, LLC 0.01% Reduce -1.9% 2,077 $95K
GW&K Investment Management, LLC 0.00% Reduce -0.9% 1,972 $90K
IMA Advisory Services, Inc. 0.01% No change 1,961 $90K
Smithfield Trust Co 0.00% No change 1,970 $89K
Nemes Rush Group LLC 0.01% Reduce -6.2% 1,893 $87K
AdvisorNet Financial, Inc 0.00% Reduce -5.3% 1,823 $83K
REAP Financial Group, LLC 0.02% Add +9.3% 1,783 $82K
Catalyst Capital Advisors LLC 0.00% Add +27.8% 1,738 $79K
Physician Wealth Advisors, Inc. 0.01% Add +27.8% 1,729 $79K
Truvestments Capital LLC 0.01% Add +20.5% 1,672 $76K
Investment Research & Advisory Group, Inc. 0.03% Reduce -1.0% 1,627 $76K
SOA Wealth Advisors, LLC. 0.01% Reduce -20.4% 1,655 $76K
Stephens Consulting, LLC 0.02% Reduce -1.8% 1,555 $71K
Riverview Trust Co 0.09% Reduce -42.9% 1,549 $71K
Richardson Financial Services Inc. 0.04% Reduce -8.6% 1,549 $71K
Main Street Group, LTD 0.02% Add +0.1% 1,544 $71K
Hillsdale Investment Management Inc. 0.00% Add +504.0% 1,510 $69K
Chilton Capital Management LLC 0.00% No change 1,500 $69K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,450 $66K
JPL Wealth Management, LLC 0.02% New 1,394 $64K
Mechanics Financial Corp 0.02% No change 1,375 $63K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,340 $61K
Pinney & Scofield, Inc. 0.04% No change 1,310 $60K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +13.9% 1,303 $60K
Walleye Capital LLC 0.00% Reduce -95.8% 1,290 $59K
Banque Cantonale Vaudoise 0.00% Reduce -96.2% 1,276 $58K
Burkett Financial Services, LLC 0.02% Add +1.1% 1,255 $57K
Private Wealth Management Group, LLC 0.02% No change 1,235 $56K
Private Wealth Asset Management, LLC 0.01% Reduce -46.9% 1,211 $55K
Horizon Bancorp Inc. 0.03% Reduce -7.3% 1,210 $55K
City State Bank 0.02% No change 1,169 $53K
Optimum Investment Advisors 0.02% No change 1,153 $53K
Foster Dykema Cabot & Partners, LLC 0.00% New 1,106 $51K
Washington Trust Advisors, Inc. 0.00% No change 1,094 $50K
Paradigm Asset Management Co. LLC 0.01% No change 1,083 $50K
Pin Oak Investment Advisors Inc. 0.03% No change 1,069 $49K
Curio Wealth, LLC 0.02% Reduce -65.7% 1,037 $47K
Harbor Investment Advisory, LLC 0.00% Add +10.5% 1,029 $47K
TCTC Holdings, LLC 0.00% No change 1,023 $47K
CoreCap Advisors, LLC 0.00% Reduce -4.3% 1,020 $47K
Hemington Wealth Management 0.01% Add +9.6% 1,018 $46K
Flagship Wealth Advisors, LLC 0.01% Add +1.6% 976 $45K
Aventura Private Wealth, LLC 0.02% Reduce -47.5% 940 $43K
Steigerwald, Gordon & Koch Inc. 0.00% New 887 $41K
Pinnacle Bancorp, Inc. 0.01% No change 859 $39K
Missouri Trust & Investment Co 0.01% No change 854 $39K
Horizons Wealth Management 0.03% No change 853 $39K
Sachetta, LLC 0.01% Add +6.4% 834 $38K
Winthrop Capital Management, LLC 0.01% Reduce -8.1% 840 $38K
Tripletail Wealth Management, LLC 0.04% New 817 $37K
Rise Advisors, LLC 0.01% Add +2.4% 810 $37K
Ramirez Asset Management, Inc. 0.01% No change 800 $37K
Rossby Financial, LCC 0.01% No change 743 $34K
Atlantic Private Wealth, LLC 0.02% No change 715 $33K
Winch Advisory Services, LLC 0.01% Add +1.0% 704 $32K
Covestor Ltd 0.02% Add +3.1% 696 $32K
Princeton Global Asset Management LLC 0.01% No change 696 $32K
Darwin Wealth Management, LLC 0.01% Add +631.6% 695 $32K
Ancora Advisors LLC 0.00% Add +259.1% 693 $32K
Rosenberg Matthew Hamilton 0.01% No change 668 $31K
Aspect Partners, LLC 0.01% No change 643 $29K
Financial Perspectives, Inc 0.01% No change 637 $29K
Wealth Preservation Advisors, LLC 0.02% Reduce -0.8% 636 $29K
Horizon Financial Services, LLC 0.01% New 627 $29K
Loomis Sayles & Co. L P 0.00% Add +1.8% 623 $28K
Valley Wealth Managers, Inc. 0.00% New 619 $28K
Dagco, Inc. 0.01% Add +1.1% 617 $28K
Hopwood Financial Services, Inc. 0.02% No change 600 $27K
Motco 0.00% No change 591 $27K
Navigoe, LLC 0.02% No change 600 $27K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 594 $27K
SWAN Capital LLC 0.01% No change 570 $26K
Peoples Financial Services Corp. 0.01% No change 568 $26K
Ogorek Anthony Joseph /NY/ 0.01% Add +12.6% 546 $24K
Bare Financial Services, Inc 0.01% No change 524 $24K
AllSquare Wealth Management LLC 0.01% No change 513 $23K
Vermillion & White Wealth Management Group, LLC 0.01% No change 498 $23K
True Wealth Design, LLC 0.01% Add +333.3% 494 $23K
Richard W. Paul & Associates, LLC 0.01% Add +27.4% 488 $22K
Glen Eagle Advisors, LLC 0.00% Add +189.7% 478 $22K
Prestige Wealth Management Group LLC 0.00% Reduce -18.5% 468 $21K
Hartford Financial Management Inc. 0.01% Reduce -87.0% 449 $21K
Old Second National Bank of Aurora 0.00% Add +48.3% 445 $20K
Rialto Wealth Management, LLC 0.01% Add +2.1% 427 $20K
McIlrath & Eck, LLC 0.00% No change 427 $20K
Maseco LLP 0.00% No change 424 $19K
Morton Brown Family Wealth, LLC 0.01% Add +1.0% 421 $19K
Palisade Asset Management, LLC 0.00% New 419 $19K
Hanson & Doremus Investment Management 0.00% Add +14.6% 408 $19K
ORG Partners LLC 0.00% Add +50.5% 411 $19K
Edmond DE Rothschild Holding S.A. 0.00% No change 403 $18K
TD Capital Management LLC 0.00% Reduce -5.2% 402 $18K
N.E.W. Advisory Services LLC 0.00% Reduce -20.0% 400 $18K
Country Trust Bank 0.00% Add +1140.6% 397 $18K
WPG Advisers, LLC 0.01% No change 388 $18K
Monetary Management Group Inc. 0.00% No change 388 $18K
Orion Capital Management LLC 0.01% Add +17.4% 385 $18K
Fairman Group, LLC 0.01% Add +1.3% 384 $18K
Westfuller Advisors, LLC 0.01% New 381 $17K
Lowe Wealth Advisors, LLC 0.01% No change 377 $17K
Maryland Capital Advisors Inc. 0.01% No change 372 $17K
Meeder Asset Management Inc. 0.00% Reduce -65.9% 365 $17K
PFS Partners, LLC 0.01% Add +29.2% 363 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -82.3% 362 $17K
Piscataqua Savings Bank 0.01% No change 360 $16K
High Note Wealth, LLC 0.00% Add +1.9% 330 $15K
Dunhill Financial, LLC 0.00% Add +0.3% 320 $15K
Armstrong Advisory Group, Inc. 0.00% No change 320 $15K
Solstein Capital, LLC 0.01% No change 311 $14K
Advantage Trust Co 0.01% No change 300 $14K
Coastline Trust Co 0.00% No change 300 $14K
Fortitude Family Office, LLC 0.00% No change 294 $13K
Dogwood Wealth Management LLC 0.01% Add +22.5% 289 $13K
Rakuten Securities, Inc. 0.00% Reduce -95.3% 281 $13K
Proathlete Wealth Management LLC 0.00% No change 281 $13K
Howard Hughes Medical Institute 0.01% Reduce -2.5% 277 $13K
Valued Wealth Advisors LLC 0.01% Add +1.1% 272 $12K
Stone House Investment Management, LLC 0.00% Add +5.4% 272 $12K
Highline Wealth Partners LLC 0.00% No change 267 $12K
Bangor Savings Bank 0.00% Reduce -1.1% 267 $12K
Miller Wealth Advisors, LLC 0.00% New 250 $11K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -68.1% 249 $11K
St Germain D J Co. Inc. 0.00% No change 248 $11K
JFS Wealth Advisors, LLC 0.00% Reduce -3.5% 245 $11K
Duncker Streett & Co. Inc. 0.00% Add +62.7% 244 $11K
Avion Wealth 0.00% Reduce -0.8% 246 $11K
Raffa Wealth Management, LLC 0.00% Add +19.2% 236 $11K
Bell Investment Advisors, Inc 0.00% Reduce -2.1% 236 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 226 $10K
Atwood & Palmer Inc. 0.00% No change 225 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 211 $10K
Cedar Mountain Advisors, LLC 0.00% New 210 $10K
GoalVest Advisory LLC 0.00% No change 205 $9K
Webster Bank, N. A. 0.00% No change 200 $9K
Coston, McIsaac & Partners 0.00% Add +77.2% 202 $9K
Wolff Wiese Magana LLC 0.01% No change 195 $9K
Global X Japan Co., Ltd. 0.00% Reduce -23.7% 180 $8K
Marquette Asset Management, LLC 0.00% New 179 $8K
Boreal Capital Management LLC 0.01% No change 176 $8K
Kilter Group LLC 0.00% Add +68.3% 175 $8K
Anfield Capital Management, LLC 0.00% Add +12.3% 174 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 173 $8K
Hollencrest Capital Management 0.00% No change 168 $8K
Centennial Bank 0.00% No change 161 $7K
Key Financial Inc 0.00% Reduce -10.3% 156 $7K
Fortis Group Advisors, LLC 0.00% No change 150 $7K
Strategic Investment Solutions, Inc. 0.00% Add +0.7% 144 $7K
Sit Investment Associates Inc. 0.00% No change 125 $6K
Scarborough Advisors, LLC 0.00% No change 125 $6K
Pacifica Partners Inc. 0.00% New 121 $6K
IMG Wealth Management, Inc. 0.00% No change 120 $5K
First Financial Corp. 0.00% No change 120 $5K
JDM Financial Group LLC 0.00% New 115 $5K
Turning Point Benefit Group, Inc. 0.00% New 113 $5K
Strategic Advocates LLC 0.00% New 109 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 109 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 108 $5K
Crowley Wealth Management, Inc. 0.00% No change 106 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 105 $5K
Pineridge Advisors LLC 0.00% No change 100 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 93 $4K
Nova Wealth Management, Inc. 0.00% Reduce -36.0% 89 $4K
Clark Wealth Partners 0.00% New 82 $4K
DT Investment Partners, LLC 0.00% No change 88 $4K
Cloud Capital Management, LLC 0.00% New 91 $4K
Barnes Dennig Private Wealth Management LLC 0.00% No change 85 $4K
North Capital, Inc. 0.00% No change 85 $4K
Addison Advisors LLC 0.00% Reduce -66.9% 81 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 78 $4K
Trifecta Capital Advisors, LLC 0.00% No change 76 $3K
Nvwm, LLC 0.00% No change 72 $3K
SJS Investment Consulting Inc. 0.00% No change 72 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +31.5% 71 $3K
Tortoise Investment Management, LLC 0.00% Reduce -1.5% 65 $3K
Beaird Harris Wealth Management, LLC 0.00% Add +8.6% 63 $3K
FSA Wealth Management LLC 0.00% No change 62 $3K
Frazier Financial Advisors, LLC 0.00% No change 59 $3K
Legacy Wealth Managment, LLC 0.00% No change 59 $3K
Wealth Watch Advisors, INC 0.00% New 54 $2K
Aventus Investment Advisors, Inc. 0.00% No change 50 $2K
Core Alternative Capital 0.00% No change 50 $2K
RMG Wealth Management LLC 0.00% No change 50 $2K
Guerra Advisors Inc 0.00% New 46 $2K
Winnacle Wealth LLC 0.00% Reduce -99.0% 41 $2K
Elevation Wealth Partners, LLC 0.00% New 40 $2K
Quest 10 Wealth Builders, Inc. 0.00% Add +12.1% 37 $2K
Texas Capital Bancshares Inc 0.00% New 37 $2K
Delta Accumulation, LLC 0.01% No change 39 $2K
Quaker Wealth Management, LLC 0.00% No change 36 $2K
Evolution Wealth Management Inc. 0.00% New 33 $2K
TFC Financial Management, Inc. 0.00% No change 31 $1K
Principia Wealth Advisory, LLC 0.00% Add +20.8% 29 $1K
HFM Investment Advisors, LLC 0.00% Add +11.5% 29 $1K
WestEnd Advisors, LLC 0.00% No change 29 $1K
Financial Network Wealth Advisors LLC 0.00% No change 26 $1K
Kings Path Partners LLC 0.00% New 25 $1K
MPWM Advisory Solutions, LLC 0.00% No change 24 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -78.5% 28 $1K
Cornerstone Planning Group LLC 0.00% Reduce -95.7% 8 $720
Y.D. More Investments Ltd 0.00% Reduce -8.4% 4,246 $587
Davis Capital Management 0.00% — 12 $549
Seneschal Advisors, LLC 0.00% New 12 $549
Breakwater Investment Management 0.00% New 11 $503
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $458
Abich Financial Wealth Management LLC 0.00% — 8 $370
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 8 $366
West Branch Capital LLC 0.00% No change 7 $321
Strengthening Families & Communities, LLC 0.00% Reduce -98.4% 6 $277
Hurley Capital, LLC 0.00% New 5 $229
First Command Advisory Services, Inc. 0.00% No change 4 $183
Leonteq Securities AG 0.00% Reduce -99.8% 2 $91
FNY Investment Advisers, LLC 0.00% New 14 $0

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