UnileverUL
13F holders, Q2 2024 (June 30)1,109holders +18
82new positions
74sold out
6famous investors
$55.04avg. 13F price*
At the end of Q2 2024, 1,109 institutions reported holding Unilever PLC (UL) in their 13F filings, up 18 from Q1 2024. 82 opened new positions and 74 sold out. The largest holders were Wellington Management Group LLP ($1.9B), Fisher Asset Management ($858.5M) and Hotchkis & Wiley Capital Management LLC ($458.4M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio).
- Company
- Unilever PLC
- CUSIP
- 904767704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $86.3M |
| Exits | 74 | $127.2M |
All 13F filers, Q1 2024 → Q2 2024: 12,229,427 shares bought and 30,735,499 shares sold, net −18,506,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Wellington Management Group LLP | 0.34% | Reduce -1.6% | 35,068,585 | $1.9B |
| Fisher Asset Management | 0.37% | Add +9.1% | 15,612,223 | $858.5M |
| Hotchkis & Wiley Capital Management LLC | 1.60% | Reduce -1.1% | 8,336,226 | $458.4M |
| Morgan Stanley | 0.03% | Add +0.3% | 8,088,389 | $444.8M |
| BlackRock Inc. | 0.01% | Reduce -52.6% | 7,563,053 | $415.9M |
| Bank of America Corp. | 0.04% | Reduce -18.6% | 7,267,778 | $399.7M |
| State Farm Mutual Automobile Insurance Co. | 0.34% | No change | 6,887,758 | $378.8M |
| FMR LLC | 0.02% | Reduce -39.3% | 5,861,525 | $322.3M |
| Wells Fargo & Company | 0.07% | Reduce -2.4% | 5,124,625 | $281.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +3.1% | 4,696,118 | $258.2M |
| Lazard Asset Management LLC | 0.33% | Add +6.2% | 4,389,176 | $241.4M |
| Dimensional Fund Advisors LP | 0.06% | Add +26.2% | 4,384,944 | $241.1M |
| Fiduciary Management Inc. | 2.00% | Reduce -6.0% | 3,909,891 | $215.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -8.3% | 3,870,207 | $212.8M |
| Alliancebernstein L.P. | 0.07% | Add +24.4% | 3,714,740 | $204.3M |
| American Century Companies Inc. | 0.11% | Reduce -16.3% | 3,129,635 | $172.1M |
| Norges Bank | 0.02% | No change | 2,980,106 | $163.9M |
| Royal Bank of Canada | 0.04% | Reduce -14.5% | 2,910,373 | $160.0M |
| Cullen Capital Management, LLC | 1.83% | Reduce -3.0% | 2,888,988 | $158.9M |
| Saratoga Research & Investment Management | 6.92% | Add +0.8% | 2,767,207 | $152.2M |
| Hamlin Capital Management, LLC | 4.01% | Reduce -0.8% | 2,473,215 | $136.1M |
| Raymond James & Associates | 0.09% | Reduce -11.7% | 2,445,407 | $134.5M |
| Equity Investment Corp. | 3.06% | Reduce -25.2% | 2,176,049 | $119.7M |
| LMR Partners LLP | 2.72% | Add +21.5% | 1,800,928 | $99.0M |
| Bank of Montreal | 0.03% | Add +249.5% | 1,748,329 | $98.2M |
| Scharf Investments, LLC | 2.73% | Reduce -31.6% | 1,738,034 | $95.6M |
| Everett Harris & Co. | 1.19% | Reduce -0.3% | 1,681,559 | $92.5M |
| Cooke & Bieler LP | 0.84% | Add +9.4% | 1,586,816 | $87.3M |
| Natixis Advisors, LLC | 0.17% | Reduce -4.9% | 1,462,284 | $80.4M |
| Northern Trust Corp. | 0.01% | Add +6.8% | 1,385,015 | $76.2M |
| Corient Private Wealth LP | 0.13% | Add +1.4% | 1,327,225 | $73.0M |
| Clearbridge Investments, LLC | 0.06% | Add +598.7% | 1,301,239 | $71.6M |
| Schonfeld Strategic Advisors LLC | 0.55% | Add +1647.2% | 1,284,310 | $70.6M |
| HSBC Holdings PLC | 0.04% | Reduce -27.7% | 1,225,413 | $67.4M |
| Millennium Management | 0.05% | Reduce -34.8% | 1,157,808 | $63.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -1.6% | 1,123,336 | $61.8M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2.04% | Reduce -8.2% | 1,115,236 | $61.3M |
| Aristotle Capital Management, LLC | 0.12% | Add +2.3% | 1,080,916 | $59.4M |
| GMO | 0.18% | Add +54.5% | 989,316 | $54.4M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +2.0% | 989,050 | $54.4M |
| Truist Financial Corp. | 0.08% | Reduce -11.5% | 959,037 | $52.7M |
| First Trust Advisors LP | 0.05% | Reduce -24.8% | 948,446 | $52.2M |
| Neuberger Berman Group LLC | 0.04% | Add +27.4% | 903,485 | $49.7M |
| LPL Financial LLC | 0.02% | Reduce -16.3% | 883,473 | $48.6M |
| Captrust Financial Advisors | 0.16% | Reduce -14.4% | 878,099 | $48.3M |
| Welch Group, LLC | 2.29% | Add +0.9% | 865,256 | $47.6M |
| CORDA Investment Management, LLC. | 3.84% | Reduce -0.8% | 859,000 | $47.2M |
| Trillium Asset Management, LLC | 1.18% | Reduce -4.5% | 848,585 | $46.7M |
| Brown Advisory Inc. | 0.06% | Add +3.1% | 835,346 | $45.9M |
| UBS Group AG | 0.01% | Add +0.3% | 716,015 | $39.4M |
| St. James Investment Company, LLC | 6.73% | Reduce -5.9% | 699,687 | $38.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 698,382 | $38.4M |
| Advisors Capital Management, LLC | 0.67% | Add +5.2% | 691,958 | $38.1M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Add +3.7% | 669,290 | $36.8M |
| Oppenheimer Asset Management Inc. | 0.46% | Add +12.0% | 648,117 | $35.6M |
| River Road Asset Management, LLC | 0.51% | Reduce -6.3% | 641,231 | $35.3M |
| M&T Bank Corp | 0.12% | Reduce -1.3% | 635,120 | $34.9M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +4.4% | 620,432 | $34.1M |
| Morningstar Investment Services LLC | 0.37% | Add +0.6% | 609,621 | $33.7M |
| Capital Advisors Inc. | 0.69% | Add +11.1% | 608,453 | $33.5M |
| Tocqueville Asset Management L.P. | 0.54% | Add +0.2% | 598,000 | $32.9M |
| Stifel Financial Corp. | 0.04% | Reduce -65.8% | 581,015 | $32.0M |
| Saturna Capital Corp. | 0.42% | Add +6.3% | 571,239 | $31.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +4.5% | 544,547 | $29.9M |
| First Eagle Investment Management, LLC | 0.06% | Add +8.7% | 516,573 | $28.4M |
| Polen Capital Management LLC | 0.07% | Reduce -0.0% | 500,714 | $27.5M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -5.6% | 487,705 | $26.8M |
| Cibc World Market Inc. | 0.07% | Reduce -3.5% | 478,360 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.3% | 474,137 | $26.1M |
| GQG Partners LLC | 0.04% | New | 469,935 | $25.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -8.0% | 457,203 | $25.1M |
| Grandfield & Dodd, LLC | 1.54% | Reduce -4.1% | 441,115 | $24.3M |
| National Bank of Canada | 0.04% | Reduce -6.0% | 440,747 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.4% | 436,540 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -6.9% | 434,263 | $23.9M |
| Jane Street Group, LLC | 0.03% | Add +71.4% | 424,090 | $23.3M |
| Chevy Chase Trust Holdings, LLC | 0.07% | Reduce -1.7% | 411,630 | $22.6M |
| Cardinal Capital Management, Inc. | 0.85% | Add +0.6% | 401,452 | $22.1M |
| QV Investors Inc. | 2.04% | Add +24.8% | 394,314 | $21.7M |
| Compagnie Lombard Odier SCmA | 0.36% | No change | 391,000 | $21.5M |
| Ameriprise Financial Inc. | 0.01% | Add +16.5% | 389,087 | $21.4M |
| Mariner, LLC | 0.04% | Reduce -3.8% | 375,900 | $20.7M |
| Clark Estates Inc. | 3.87% | Reduce -6.3% | 375,000 | $20.6M |
| Segall Bryant & Hamill, LLC | 0.36% | Add +26.3% | 368,689 | $20.3M |
| Ingalls & Snyder LLC | 0.87% | Reduce -1.8% | 367,001 | $20.2M |
| Boston Common Asset Management, LLC | 0.51% | Reduce -5.3% | 364,890 | $20.1M |
| Franklin Resources Inc. | 0.01% | Add +0.4% | 336,053 | $18.5M |
| Levin Capital Strategies, L.P. | 1.85% | Reduce -21.4% | 317,411 | $17.5M |
| Wallace Capital Management Inc. | 2.42% | Add +6.1% | 303,982 | $16.7M |
| Yacktman Asset Management | 0.15% | Reduce -0.6% | 297,868 | $16.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.5% | 295,752 | $16.3M |
| Northstar Asset Management Inc. | 3.94% | Reduce -6.8% | 280,832 | $15.4M |
| Scotia Capital Inc. | 0.09% | Reduce -6.0% | 278,968 | $15.3M |
| Townsquare Capital LLC | 0.21% | Add +15.1% | 275,225 | $15.1M |
| Zevin Asset Management LLC | 2.44% | Reduce -4.2% | 274,025 | $15.1M |
| Creative Planning | 0.02% | Add +9.8% | 271,907 | $15.0M |
| Capital Fund Management S.A. | 0.17% | Reduce -42.5% | 268,956 | $14.8M |
| Euro Pacific Asset Management, LLC | 2.86% | Reduce -1.2% | 260,821 | $14.4M |
| Cetera Investment Advisers | 0.03% | Reduce -6.4% | 259,854 | $14.3M |
| Sei Investments Co. | 0.02% | Add +5.9% | 251,012 | $13.8M |
| Cresset Asset Management, LLC | 0.06% | Add +24.4% | 250,491 | $13.8M |
| Alpha Cubed Investments, LLC | 0.64% | Reduce -1.1% | 242,740 | $13.3M |
| Modera Wealth Management, LLC | 0.20% | Reduce -0.1% | 241,553 | $13.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +236.4% | 240,500 | $13.1M |
| MML Investors Services, LLC | 0.05% | Reduce -9.2% | 232,176 | $12.8M |
| Groupama Asset Managment | 0.17% | Add +35.1% | 314,374 | $12.5M |
| Old Mission Capital LLC | 0.32% | Reduce -52.3% | 222,817 | $12.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.3% | 221,640 | $12.2M |
| GFS Advisors, LLC | 1.85% | Reduce -99.5% | 979 | $11.5M |
| Crossmark Global Holdings, Inc. | 0.21% | Reduce -7.4% | 201,799 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +28.7% | 197,045 | $10.8M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +28.7% | 197,045 | $10.8M |
| Manning & Napier Advisors LLC | 0.12% | — | 192,861 | $10.6M |
| Matthew Goff Investment Advisor, LLC | 2.16% | Add +11.4% | 192,478 | $10.6M |
| Federated Hermes, Inc. | 0.03% | Reduce -77.6% | 192,471 | $10.6M |
| Jennison Associates LLC | 0.01% | Reduce -0.5% | 191,953 | $10.6M |
| Citigroup Inc. | 0.01% | Reduce -36.7% | 186,223 | $10.2M |
| Sustainable Growth Advisers, LP | 0.05% | Add +6.2% | 185,995 | $10.2M |
| Managed Asset Portfolios, LLC | 1.51% | Reduce -4.0% | 185,180 | $10.2M |
| Lowe Brockenbrough & Co. Inc. | 0.68% | Add +0.1% | 184,877 | $10.2M |
| Rockland Trust Co. | 0.54% | Add +3.7% | 184,559 | $10.1M |
| Sound Income Strategies, LLC | 0.71% | Add +7.5% | 184,494 | $10.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 181,951 | $10.0M |
| First Personal Financial Services | 2.20% | Reduce -1.0% | 177,298 | $9.7M |
| Cary Street Partners Investment Advisory LLC | 0.38% | Add +1.3% | 173,635 | $9.5M |
| Nicholas Company, Inc. | 0.16% | Reduce -0.0% | 173,550 | $9.5M |
| Waverly Advisors, LLC | 0.19% | Add +2696.0% | 171,843 | $9.4M |
| American Assets Investment Management, LLC | 0.87% | No change | 170,000 | $9.3M |
| Clean Yield Group | 3.48% | Reduce -5.0% | 169,513 | $9.3M |
| Cerity Partners LLC | 0.03% | Add +18.7% | 167,794 | $9.2M |
| Optiver Holding B.V. | 0.18% | Reduce -84.5% | 166,195 | $9.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +14.3% | 164,607 | $9.1M |
| Mar Vista Investment Partners LLC | 0.44% | Add +4.3% | 164,080 | $9.0M |
| Kornitzer Capital Management Inc. | 0.17% | Reduce -0.4% | 162,942 | $9.0M |
| Ycg, LLC | 0.73% | Reduce -44.0% | 162,668 | $8.9M |
| Pathstone Holdings, LLC | 0.04% | Reduce -7.5% | 162,051 | $8.9M |
| ProVise Management Group, LLC | 0.75% | Add +3.7% | 161,259 | $8.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.0% | 159,169 | $8.8M |
| Martin Capital Partners, LLC | 3.46% | Reduce -2.4% | 155,576 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -2.3% | 154,083 | $8.5M |
| Templeton & Phillips Capital Management, LLC | 7.45% | Reduce -6.1% | 152,751 | $8.4M |
| NewSquare Capital LLC | 0.71% | Add +2.3% | 149,996 | $8.2M |
| Guardian Capital LP | 0.31% | Reduce -0.5% | 149,669 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -7.4% | 148,937 | $8.2M |
| QRG Capital Management, Inc. | 0.10% | Add +29.3% | 148,886 | $8.2M |
| Systematic Alpha Investments, LLC | 0.31% | No change | 147,881 | $8.1M |
| Prio Wealth Limited Partnership | 0.24% | New | 146,024 | $8.0M |
| XML Financial, LLC | 0.80% | Reduce -8.0% | 145,183 | $8.0M |
| Alerus Financial NA | 0.59% | Reduce -0.8% | 144,359 | $7.9M |
| Gabelli Funds LLC | 0.06% | Reduce -12.9% | 143,669 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -88.5% | 143,114 | $7.9M |
| Advocate Group LLC | 1.57% | Reduce -0.2% | 141,556 | $7.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.2% | 140,214 | $7.7M |
| Sanders Capital, LLC | 0.01% | Reduce -2.7% | 139,000 | $7.6M |
| Cwm, LLC | 0.04% | Reduce -7.5% | 137,214 | $7.5M |
| NorthCrest Asset Manangement, LLC | 0.25% | Add +1.4% | 137,205 | $7.5M |
| Wilmington Savings Fund Society, FSB | 0.29% | Reduce -0.4% | 136,381 | $7.5M |
| Destination Wealth Management | 0.25% | Reduce -1.1% | 135,674 | $7.5M |
| One Capital Management, LLC | 0.25% | Add +1.7% | 130,811 | $7.2M |
| Chartwell Investment Partners, LLC | 0.25% | Add +0.9% | 129,246 | $7.1M |
| Windle Wealth, LLC | 4.30% | Add +5.6% | 128,310 | $7.1M |
| Ethic Inc. | 0.17% | Add +15.7% | 128,226 | $7.1M |
| Trexquant Investment LP | 0.11% | New | 127,262 | $7.0M |
| Oxbow Advisors, LLC | 0.84% | Reduce -0.4% | 125,648 | $6.9M |
| Silvercrest Asset Management Group LLC | 0.05% | Reduce -1.6% | 125,123 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -3.2% | 123,857 | $6.8M |
| Marshall Wace, LLP | 0.01% | New | 122,192 | $6.7M |
| Snowden Capital Advisors LLC | 0.20% | Add +12.8% | 121,883 | $6.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -11.3% | 121,051 | $6.7M |
| US Bancorp \de | 0.01% | Add +8.5% | 119,998 | $6.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +43.6% | 119,841 | $6.6M |
| Focus Partners Wealth | 0.02% | Add +82.4% | 114,812 | $6.3M |
| Barry Investment Advisors, LLC | 2.11% | Reduce -1.0% | 114,043 | $6.3M |
| Auxier Asset Management LLC | 0.98% | Reduce -5.7% | 112,743 | $6.2M |
| Live Oak Private Wealth LLC | 1.06% | Reduce -7.7% | 112,468 | $6.2M |
| Bell Bank | 0.52% | Add +153.8% | 112,265 | $6.2M |
| Shufro Rose & Co. LLC | 0.50% | Reduce -0.8% | 111,131 | $6.1M |
| Hamilton Point Investment Advisors, LLC | 1.16% | Reduce -0.1% | 108,779 | $6.0M |
| Keating Investment Counselors Inc. | 1.90% | Reduce -1.8% | 107,603 | $5.9M |
| Becker Capital Management Inc. | 0.20% | Reduce -5.3% | 107,289 | $5.9M |
| Fiera Capital Corp | 0.02% | Reduce -1.9% | 106,624 | $5.9M |
| Moran Wealth Management, LLC | 0.19% | Reduce -0.1% | 106,153 | $5.8M |
| Guyasuta Investment Advisors Inc. | 0.42% | Reduce -0.4% | 119,155 | $5.8M |
| Hennessy Advisors Inc. | 0.22% | Reduce -2.1% | 104,800 | $5.8M |
| Portland Global Advisors LLC | 0.78% | Reduce -0.3% | 104,195 | $5.7M |
| tru Independence LLC | 1.71% | Reduce -1.1% | 102,710 | $5.6M |
| Oak Ridge Investments LLC | 0.54% | Add +4.8% | 102,658 | $5.6M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +2.1% | 102,374 | $5.6M |
| Jacobs & Co. | 0.59% | Reduce -4.2% | 101,770 | $5.6M |
| Kavar Capital Partners Group, LLC | 1.01% | Reduce -6.5% | 101,686 | $5.6M |
| New England Asset Management Inc. | 0.95% | New | 99,670 | $5.5M |
| Stablepoint Partners, LLC | 1.05% | Reduce -1.0% | 89,000 | $5.4M |
| Sanctuary Advisors, LLC | 0.04% | — | 105,709 | $5.4M |
| Coston, McIsaac & Partners | 1.70% | Add +2.5% | 98,077 | $5.4M |
| Tweedy, Browne Co LLC | 0.25% | Reduce -7.8% | 97,693 | $5.4M |
| Butensky & Cohen Financial Security, Inc. | 1.70% | Reduce -0.2% | 97,224 | $5.3M |
| Motco | 0.31% | Reduce -1.5% | 96,449 | $5.3M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +29.5% | 94,931 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.4% | 94,587 | $5.2M |
| Headinvest, LLC | 1.02% | Reduce -0.5% | 94,343 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.9% | 93,243 | $5.1M |
| Quantinno Capital Management LP | 0.09% | Add +90.7% | 93,220 | $5.1M |
| Hantz Financial Services, Inc. | 0.10% | Reduce -24.4% | 90,136 | $5.0M |
| Lorne Steinberg Wealth Management Inc. | 1.46% | Add +0.5% | 82,370 | $4.5M |
| Tevis Investment Management | 3.57% | Add +2.8% | 80,863 | $4.4M |
| Pinkerton Wealth, LLC | 0.68% | Add +6.8% | 80,039 | $4.4M |
| Balyasny Asset Management L.P. | 0.01% | Add +168.5% | 79,071 | $4.3M |
| Capital Investment Counsel, LLC | 0.85% | Add +4.5% | 78,672 | $4.3M |
| Regions Financial Corp. | 0.03% | Add +3.9% | 78,635 | $4.3M |
| Reynders McVeigh Capital Management, LLC | 0.24% | Reduce -33.5% | 78,243 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 77,888 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -44.4% | 77,917 | $4.3M |
| Mutual Advisors, LLC | 0.13% | Add +25.2% | 69,571 | $4.2M |
| Bonness Enterprises Inc. | 1.53% | No change | 76,040 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +393.3% | 75,030 | $4.1M |
| Haverford Trust Co | 0.04% | Reduce -21.7% | 74,830 | $4.1M |
| Sandy Spring Bank | 0.18% | Reduce -1.1% | 74,537 | $4.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -6.6% | 73,420 | $4.0M |
| Azzad Asset Management Inc. | 0.47% | Add +21.6% | 72,895 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.5% | 72,301 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -0.6% | 72,179 | $4.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.1% | 71,909 | $4.0M |
| Ancora Advisors LLC | 0.10% | Reduce -3.6% | 71,581 | $3.9M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -6.6% | 70,550 | $3.9M |
| Perpetual Ltd | 0.04% | Add +5.8% | 69,792 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.9% | 68,912 | $3.8M |
| Beacon Financial Group | 0.43% | Reduce -3.2% | 68,481 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +8.5% | 68,133 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Add +65.0% | 65,717 | $3.6M |
| Autumn Glory Partners, LLC | 1.84% | Add +1.2% | 65,393 | $3.6M |
| GYL Financial Synergies, LLC | 0.28% | Add +3.9% | 65,250 | $3.6M |
| Keene & Associates, Inc. | 2.92% | Reduce -0.5% | 65,128 | $3.6M |
| Gilman Hill Asset Management, LLC | 0.65% | Add +6.8% | 64,872 | $3.6M |
| Keybank National Association | 0.01% | Add +1.7% | 64,525 | $3.5M |
| Courier Capital LLC | 0.28% | Reduce -0.3% | 64,009 | $3.5M |
| Atria Investments, Inc | 0.05% | Reduce -15.6% | 63,659 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +2.3% | 63,323 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +20.0% | 63,106 | $3.4M |
| apricus wealth, LLC | 2.43% | Reduce -4.6% | 61,862 | $3.4M |
| Prosperity Consulting Group, LLC | 0.46% | Reduce -18.3% | 61,302 | $3.4M |
| Logan Capital Management Inc. | 0.15% | Reduce -3.5% | 61,292 | $3.4M |
| Royce & Associates LP | 0.03% | No change | 61,000 | $3.4M |
| Smithbridge Asset Management Inc. | 0.69% | Add +4.5% | 60,390 | $3.3M |
| Beacon Bank & Trust | 0.83% | Reduce -4.0% | 59,902 | $3.3M |
| Arlington Partners LLC | 1.63% | Reduce -4.5% | 59,879 | $3.3M |
| Cary Street Partners Asset Management LLC | 0.48% | Add +3.0% | 59,744 | $3.3M |
| Naviter Wealth, LLC | 0.48% | Add +4.4% | 58,991 | $3.2M |
| Dakota Wealth Management | 0.08% | Reduce -1.9% | 58,654 | $3.2M |
| Old Port Advisors | 0.95% | Add +1.3% | 57,955 | $3.2M |
| Stephens Inc. | 0.05% | Reduce -5.6% | 57,874 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 57,862 | $3.2M |
| NewEdge Wealth, LLC | 0.07% | Add +1.8% | 57,793 | $3.2M |
| Heartland Advisors Inc. | 0.18% | Reduce -1.7% | 57,784 | $3.2M |
| Fullcircle Wealth LLC | 1.56% | — | 56,161 | $3.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -4.4% | 56,420 | $3.1M |
| Strategic Advisors LLC | 0.61% | Reduce -3.5% | 57,112 | $3.1M |
| Prentiss Smith & Co. Inc. | 2.19% | Reduce -1.7% | 57,059 | $3.1M |
| Grey Ledge Advisors, LLC | 0.85% | Reduce -0.7% | 56,828 | $3.1M |
| Rhumbline Advisers | 0.00% | Add +1.3% | 56,706 | $3.1M |
| Invesco Ltd. | 0.00% | Reduce -4.9% | 56,119 | $3.1M |
| Kanawha Capital Management LLC | 0.24% | Reduce -1.3% | 55,944 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -6.4% | 55,606 | $3.1M |
| Advisory Research Inc. | 0.57% | New | 55,479 | $3.1M |
| Advisors Management Group Inc. | 0.75% | Reduce -13.7% | 54,586 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +4.6% | 54,169 | $3.0M |
| Anchor Capital Advisors LLC | 0.08% | Add +4.6% | 54,073 | $3.0M |
| Hall Laurie J Trustee | 1.03% | Reduce -1.4% | 53,833 | $3.0M |
| Guardian Capital Advisors LP | 0.31% | Reduce -17.5% | 52,245 | $3.0M |
| Redmond Asset Management, LLC | 0.97% | Add +8.4% | 53,523 | $2.9M |
| Allen Capital Group, LLC | 0.41% | Reduce -3.5% | 53,254 | $2.9M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -23.2% | 53,243 | $2.9M |
| Naples Global Advisors, LLC | 0.29% | Reduce -2.0% | 53,137 | $2.9M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.8% | 52,807 | $2.9M |
| Trajan Wealth LLC | 0.18% | Add +14.4% | 52,424 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Reduce -3.3% | 51,973 | $2.9M |
| Bleakley Financial Group, LLC | 0.08% | Add +17.4% | 51,632 | $2.8M |
| Simplicity Wealth,LLC | 0.06% | Add +17.4% | 51,632 | $2.8M |
| Raymond James Trust N.A. | 0.07% | Reduce -17.2% | 51,412 | $2.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -0.7% | 48,868 | $2.8M |
| SYSTM Wealth Solutions LLC | 0.62% | Reduce -46.3% | 50,630 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -34.9% | 50,333 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +6.4% | 50,241 | $2.8M |
| HBW Advisory Services LLC | 0.46% | Add +21.3% | 50,142 | $2.8M |
| Benedict Financial Advisors Inc. | 0.69% | Reduce -0.8% | 49,814 | $2.7M |
| Eldred Rock Partners, LLC | 1.14% | Add +56.0% | 49,714 | $2.7M |
| Thomasville National Bank | 0.22% | Reduce -0.3% | 49,697 | $2.7M |
| Bar Harbor Wealth Management | 0.18% | Reduce -3.0% | 48,629 | $2.7M |
| Kennon-Green & Company, LLC | 2.44% | Reduce -3.3% | 48,325 | $2.7M |
| SevenBridge Financial Group, LLC | 0.58% | Reduce -0.8% | 42,663 | $2.6M |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 47,412 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -5.8% | 47,273 | $2.6M |
| First Trust Direct Indexing L.P. | 0.16% | Reduce -10.5% | 47,212 | $2.6M |
| Mgo One Seven LLC | 0.12% | Reduce -3.3% | 47,207 | $2.6M |
| Beach Investment Counsel Inc. | 0.31% | Reduce -24.8% | 46,141 | $2.5M |
| Callahan Advisors, LLC | 0.26% | Reduce -0.2% | 46,100 | $2.5M |
| Pavion Blue Capital, LLC | 1.25% | Add +2.8% | 46,005 | $2.5M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -6.5% | 45,910 | $2.5M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -7.1% | 45,787 | $2.5M |
| Arvest Trust Co. N A | 0.15% | Reduce -6.3% | 45,591 | $2.5M |
| Meritage Portfolio Management | 0.16% | Reduce -2.2% | 45,511 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +15.1% | 44,649 | $2.5M |
| Legacy Wealth Management, LLC / MS | 1.03% | No change | 44,410 | $2.4M |
| Foresight Capital Management Advisors, Inc. | 1.65% | Add +3.3% | 44,295 | $2.4M |
| Portside Wealth Group, LLC | 0.46% | Add +8.3% | 43,835 | $2.4M |
| Moors & Cabot, Inc. | 0.13% | Add +1.6% | 43,667 | $2.4M |
| Texas Yale Capital Corp. | 0.11% | Add +2.4% | 43,620 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.5% | 43,588 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | Reduce -3.2% | 43,449 | $2.4M |
| Paradigm Asset Management Co. LLC | 0.66% | Reduce -14.9% | 43,300 | $2.4M |
| Anchor Investment Management, LLC | 0.24% | Add +0.1% | 43,011 | $2.4M |
| Fiduciary Trust Co | 0.04% | Reduce -7.7% | 42,819 | $2.4M |
| Capital Insight Partners, LLC | 0.44% | Reduce -1.2% | 42,491 | $2.3M |
| Hedges Asset Management LLC | 1.67% | Add +24.6% | 42,300 | $2.3M |
| Farther Finance Advisors, LLC | 0.11% | Add +4.0% | 42,369 | $2.3M |
| State Street Corp. | 0.00% | Add +15.0% | 42,032 | $2.3M |
| JPL Wealth Management, LLC | 1.12% | Add +3.7% | 41,625 | $2.3M |
| Bard Financial Services, Inc. | 0.24% | Reduce -16.5% | 41,450 | $2.3M |
| Todd Asset Management LLC | 0.05% | Reduce -1.2% | 41,193 | $2.3M |
| Forte Capital LLC | 0.27% | Reduce -0.3% | 41,042 | $2.3M |
| W1M Asset Management Ltd | 0.19% | Add +8.3% | 40,992 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.3% | 40,233 | $2.2M |
| Quadcap Wealth Management, LLC | 0.39% | Reduce -1.1% | 39,531 | $2.2M |
| Caprock Group, LLC | 0.09% | Reduce -6.9% | 39,447 | $2.2M |
| SkyOak Wealth, LLC | 0.51% | Reduce -3.5% | 39,382 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -2.0% | 39,374 | $2.2M |
| Timber Creek Capital Management LLC | 0.65% | Reduce -5.9% | 39,348 | $2.2M |
| Cardinal Capital Management | 0.36% | Add +2.3% | 38,928 | $2.1M |
| Signaturefd, LLC | 0.04% | Add +6.6% | 38,816 | $2.1M |
| Ritholtz Wealth Management | 0.07% | Add +4.0% | 38,368 | $2.1M |
| Earnest Partners LLC | 0.01% | Reduce -6.8% | 38,252 | $2.1M |
| Optimist Retirement Group LLC | 1.10% | Add +6.8% | 38,125 | $2.1M |
| Arvest Investments, Inc. | 0.33% | Reduce -3.8% | 37,866 | $2.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -20.8% | 37,862 | $2.1M |
| Trust Co. of Vermont | 0.11% | Reduce -1.7% | 37,185 | $2.0M |
| Empowered Funds, LLC | 0.04% | Add +172.6% | 37,142 | $2.0M |
| Narwhal Capital Management | 0.19% | Reduce -12.3% | 37,126 | $2.0M |
| Regatta Capital Group, LLC | 0.44% | Add +2.4% | 37,011 | $2.0M |
| Pathway Financial Advisers, LLC | 0.72% | Add +2.0% | 36,726 | $2.0M |
| Three Bridge Wealth Advisors, LLC | 0.79% | Reduce -3.6% | 36,294 | $2.0M |
| Verdence Capital Advisors LLC | 0.18% | Reduce -4.0% | 36,273 | $2.0M |
| Northwest Investment Counselors, LLC | 0.50% | Reduce -1.8% | 36,120 | $2.0M |
| Financial Gravity Asset Management, Inc. | 0.49% | Add +13.4% | 35,597 | $2.0M |
| WCG Wealth Advisors LLC | 0.14% | Add +13.0% | 35,506 | $2.0M |
| Choate Investment Advisors | 0.05% | Reduce -5.4% | 35,348 | $1.9M |
| Aviance Capital Partners, LLC | 0.27% | Reduce -7.6% | 35,066 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Reduce -10.4% | 34,936 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -29.3% | 34,786 | $1.9M |
| Westhampton Capital, LLC | 1.02% | Add +2.9% | 34,368 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Reduce -16.5% | 34,317 | $1.9M |
| Americana Partners, LLC | 0.15% | Add +2.7% | 34,258 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 34,005 | $1.9M |
| SpiderRock Advisors, LLC | 0.05% | Reduce -33.8% | 33,862 | $1.9M |
| Pacifica Partners Inc. | 0.80% | Reduce -1.3% | 33,860 | $1.9M |
| Choreo, LLC | 0.03% | Add +200.5% | 33,877 | $1.9M |
| Greenwood Capital Associates LLC | 0.24% | Add +71.9% | 33,714 | $1.9M |
| Whittier Trust Co. | 0.03% | Reduce -12.2% | 33,609 | $1.8M |
| Inlet Private Wealth, LLC | 0.50% | Reduce -2.0% | 33,426 | $1.8M |
| BTC Capital Management, Inc. | 0.17% | Reduce -9.1% | 33,265 | $1.8M |
| Argent Trust Co | 0.08% | Add +3.5% | 33,062 | $1.8M |
| Highland Capital Management, LLC | 0.10% | Reduce -7.6% | 31,982 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | Add +26.1% | 31,777 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -10.6% | 31,465 | $1.7M |
| Tectonic Advisors LLC | 0.12% | Add +0.5% | 31,379 | $1.7M |
| Drexel Morgan & Co. | 0.37% | Reduce -1.1% | 31,372 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.63% | Reduce -1.7% | 31,165 | $1.7M |
| Lester Murray Antman dba SimplyRich | 0.54% | Reduce -4.7% | 31,121 | $1.7M |
| Auxano Advisors, LLC | 0.47% | Add +0.7% | 30,629 | $1.7M |
| Delta Capital Management LLC | 1.03% | Reduce -0.0% | 30,590 | $1.7M |
| MAI Capital Management | 0.02% | Add +11.4% | 30,512 | $1.7M |
| Pullen Investment Management, LLC | 1.38% | Add +35.5% | 30,375 | $1.7M |
| Schechter Investment Advisors, LLC | 0.13% | Reduce -21.6% | 30,323 | $1.7M |
| Quinn Opportunity Partners LLC | 0.19% | Reduce -57.4% | 30,223 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Reduce -46.4% | 30,047 | $1.7M |
| RBF Capital, LLC | 0.10% | No change | 30,000 | $1.6M |
| Buffington Mohr McNeal | 0.28% | Add +8.4% | 29,490 | $1.6M |
| Aviso Financial Inc. | 0.09% | — | 29,353 | $1.6M |
| Old Second National Bank of Aurora | 0.41% | Reduce -2.4% | 29,289 | $1.6M |
| HM Payson & Co. | 0.03% | Reduce -25.7% | 28,732 | $1.6M |
| Ceera Investments, LLC | 0.67% | Add +0.1% | 28,610 | $1.6M |
| Altman Advisors, Inc. | 0.89% | Reduce -0.0% | 28,598 | $1.6M |
| Slocum, Gordon & Co LLP | 1.17% | Reduce -0.8% | 28,556 | $1.6M |
| ICW Investment Advisors LLC | 0.71% | Reduce -1.7% | 28,319 | $1.6M |
| Columbus Macro, LLC | 0.60% | Reduce -2.9% | 28,070 | $1.5M |
| Commerce Bank | 0.01% | Reduce -1.9% | 27,934 | $1.5M |
| Ellevest, Inc. | 0.09% | Add +21.2% | 27,797 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -1.9% | 27,507 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.12% | Reduce -2.9% | 27,442 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.44% | Add +1.0% | 27,340 | $1.5M |
| Signet Investment Advisory Group, Inc. | 0.80% | Add +6.6% | 27,239 | $1.5M |
| Lineweaver Wealth Advisors, LLC | 0.30% | Reduce -1.2% | 26,407 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +5.1% | 26,308 | $1.4M |
| Chesapeake Asset Management LLC | 1.37% | No change | 26,002 | $1.4M |
| Guardian Wealth Management, Inc. | 1.09% | Add +2.2% | 25,980 | $1.4M |
| Ashton Thomas Securities, LLC | 0.34% | — | 32,861 | $1.4M |
| Diversify Wealth Management, LLC | 0.18% | — | 23,337 | $1.4M |
| Capstone Financial Advisors, Inc. | 0.09% | Add +0.8% | 25,487 | $1.4M |
| Arjuna Capital | 0.38% | Add +0.9% | 25,347 | $1.4M |
| Summit Securities Group LLC | 0.53% | Reduce -97.2% | 1,348 | $1.4M |
| Permanent Capital Management, LP | 0.29% | — | 22,388 | $1.4M |
| Northwest & Ethical Investments L.P. | 0.04% | Reduce -6.4% | 24,179 | $1.3M |
| Nia Impact Advisors, LLC | 0.47% | Add +0.4% | 24,025 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -9.3% | 23,979 | $1.3M |
| Dodge & Cox | 0.00% | No change | 23,900 | $1.3M |
| Syon Capital LLC | 0.12% | Reduce -2.9% | 23,818 | $1.3M |
| Principal Securities, Inc. | 0.04% | Reduce -11.1% | 23,787 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | New | 23,638 | $1.3M |
| First Hawaiian Bank | 0.04% | Reduce -11.3% | 23,612 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +0.1% | 23,575 | $1.3M |
| &partners | 0.06% | Add +231.1% | 23,559 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +212.3% | 23,072 | $1.3M |
| Catalyst Capital Advisors LLC | 0.03% | No change | 22,760 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -2.7% | 22,462 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -24.2% | 22,387 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +97.5% | 22,366 | $1.2M |
| First Bank & Trust | 0.25% | Reduce -20.1% | 22,349 | $1.2M |
| Rodgers Brothers Inc. | 0.17% | Reduce -6.7% | 22,167 | $1.2M |
| Qtron Investments LLC | 0.18% | No change | 22,144 | $1.2M |
| River Wealth Advisors LLC | 0.17% | Reduce -7.6% | 22,052 | $1.2M |
| Keystone Financial Group | 0.44% | Add +0.2% | 22,024 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -96.9% | 21,991 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.83% | Reduce -1.5% | 21,988 | $1.2M |
| Aua Capital Management, LLC | 0.73% | No change | 21,982 | $1.2M |
| Jeppson Wealth Management, LLC | 0.46% | Add +77.9% | 21,909 | $1.2M |
| Griffin Asset Management, Inc. | 0.14% | Reduce -0.3% | 21,865 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.7% | 21,813 | $1.2M |
| Kimelman & Baird, LLC | 0.10% | — | 21,810 | $1.2M |
| Long Run Wealth Advisors, LLC | 0.30% | Add +1.4% | 21,766 | $1.2M |
| Intrust Bank NA | 0.13% | Reduce -14.1% | 21,677 | $1.2M |
| World Equity Group, Inc. | 0.35% | Reduce -51.0% | 21,565 | $1.2M |
| Essex Financial Services, Inc. | 0.09% | Add +30.9% | 19,162 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -5.3% | 21,392 | $1.2M |
| Zions Bancorporation, N.A. | 0.09% | Reduce -63.6% | 21,279 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +4.7% | 21,289 | $1.2M |
| Vise Technologies, Inc. | 0.20% | Add +43.5% | 21,234 | $1.2M |
| Compound Planning, Inc. | 0.09% | Add +77.1% | 21,106 | $1.2M |
| InTrack Investment Management Inc | 0.82% | Reduce -24.6% | 21,067 | $1.2M |
| Ativo Capital Management LLC | 1.20% | Reduce -0.9% | 21,018 | $1.2M |
| Gibbs Wealth Management | 0.47% | Add +43.8% | 20,910 | $1.1M |
| Allen Wealth Management, LLC | 1.02% | Reduce -5.9% | 20,848 | $1.1M |
| Voya Financial Advisors, Inc. | 0.13% | Reduce -1.6% | 20,532 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +1.5% | 20,625 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +2.1% | 20,570 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -11.0% | 20,354 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 20,332 | $1.1M |
| Vident Advisory, LLC | 0.03% | Reduce -23.9% | 20,286 | $1.1M |
| Bank of Nova Scotia Trust Co. | 0.12% | Add +54.1% | 20,075 | $1.1M |
| Smith Thornton Advisors LLC | 0.81% | — | 20,002 | $1.1M |
| Eley Financial Management, Inc | 0.46% | Add +0.9% | 19,903 | $1.1M |
| Columbia Asset Management | 0.20% | Add +0.1% | 19,870 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Reduce -7.3% | 19,871 | $1.1M |
| Tower Bridge Advisors | 0.12% | Reduce -0.1% | 19,795 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | Reduce -24.7% | 17,812 | $1.1M |
| Semmax Financial Advisors Inc. | 0.32% | Add +7.8% | 17,627 | $1.1M |
| HighPoint Advisor Group LLC | 0.06% | Add +4.3% | 17,692 | $1.1M |
| Scott & Selber, Inc. | 0.34% | Add +1.8% | 19,562 | $1.1M |
| Weatherly Asset Management L. P. | 0.10% | Reduce -10.1% | 19,300 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 19,219 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +1.8% | 18,940 | $1.0M |
| Spire Wealth Management | 0.04% | Reduce -12.6% | 18,936 | $1.0M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 18,815 | $1.0M |
| Northstar Group, Inc. | 0.20% | No change | 18,738 | $1.0M |
| Chiron Capital Management, LLC | 0.97% | Reduce -9.3% | 18,518 | $1.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.8% | 18,334 | $1.0M |
| Hanson & Doremus Investment Management | 0.17% | Add +5.1% | 18,259 | $1.0M |
| Valley National Advisers Inc. | 0.15% | Reduce -4.9% | 18,242 | $1.0M |
| Huntington National Bank | 0.01% | Reduce -0.3% | 18,181 | $1000K |
| Prudential Financial Inc. | 0.00% | Reduce -15.8% | 18,051 | $993K |
| Bridges Investment Management Inc. | 0.02% | New | 18,050 | $993K |
| GoalVest Advisory LLC | 0.32% | Reduce -6.5% | 18,012 | $990K |
| Northeast Investment Management | 0.05% | No change | 18,000 | $990K |
| Foyston, Gordon & Payne Inc | 0.24% | Reduce -7.2% | 17,865 | $982K |
| Mitchell & Pahl Private Wealth, LLC | 0.52% | Reduce -0.2% | 17,803 | $979K |
| First Affirmative Financial Network | 0.68% | Add +6.0% | 17,708 | $974K |
| Bridgewater Advisors Inc. | 0.12% | New | 16,320 | $964K |
| Tidal Investments LLC | 0.01% | Add +17.5% | 17,475 | $961K |
| Ballentine Partners, LLC | 0.02% | Add +7.6% | 17,444 | $959K |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -1.8% | 17,259 | $949K |
| Horizon Investments, LLC | 0.03% | Add +1.8% | 17,334 | $946K |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.6% | 17,268 | $945K |
| First Pacific Financial | 0.24% | Reduce -4.0% | 17,126 | $942K |
| UMB Bank, n.a. | 0.02% | Reduce -2.1% | 16,984 | $934K |
| Curbstone Financial Management Corp | 0.20% | No change | 16,928 | $931K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -10.8% | 16,715 | $919K |
| Great Lakes Retirement, Inc. | 0.13% | Reduce -24.7% | 16,703 | $919K |
| Legacy Financial Advisors, Inc. | 0.16% | Add +5.4% | 16,502 | $907K |
| Norden Group LLC | 0.18% | Reduce -9.7% | 16,362 | $900K |
| Leisure Capital Management | 0.42% | Reduce -0.6% | 16,213 | $892K |
| Banco de Sabadell, S.A | 0.65% | Add +2.2% | 16,243 | $890K |
| Salvus Wealth Management, LLC | 0.61% | Reduce -1.3% | 16,065 | $883K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.2% | 16,048 | $882K |
| True Wealth Design, LLC | 0.22% | Reduce -0.1% | 16,003 | $880K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1442.2% | 15,900 | $874K |
| HF Advisory Group, LLC | 0.45% | Add +18.9% | 15,879 | $873K |
| Avior Wealth Management, LLC | 0.04% | Reduce -5.3% | 15,837 | $871K |
| LCM Capital Management Inc | 0.54% | Add +2.1% | 15,827 | $870K |
| Wynn Capital, LLC | 0.64% | Add +0.3% | 15,750 | $866K |
| Merit Financial Group, LLC | 0.02% | Add +7.6% | 15,713 | $864K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -1.4% | 15,702 | $863K |
| Quadrant Capital Group LLC | 0.06% | Add +4.3% | 15,429 | $848K |
| WR Wealth Planners, LLC | 0.26% | Add +17.5% | 15,400 | $847K |
| DRW Securities, LLC | 0.05% | Reduce -3.1% | 15,353 | $844K |
| Israel Discount Bank of New York | 1.34% | No change | 15,323 | $843K |
| Greenleaf Trust | 0.01% | Add +90.8% | 15,313 | $842K |
| Old National Bancorp | 0.02% | Add +10.2% | 15,179 | $835K |
| Wealthspire Advisors, LLC | 0.01% | Add +2.3% | 15,150 | $833K |
| Murphy Pohlad Asset Management LLC | 0.36% | No change | 15,082 | $829K |
| Pitcairn Co. | 0.05% | Add +13.9% | 15,050 | $828K |
| Boothbay Fund Management, LLC | 0.03% | Add +62.9% | 15,045 | $827K |
| Coldstream Capital Management Inc. | 0.02% | Add +8.9% | 15,044 | $827K |
| Bailard, Inc. | 0.02% | Add +1.2% | 15,014 | $826K |
| Summit Trail Advisors, LLC | 0.02% | Add +161.4% | 14,937 | $821K |
| Drucker Wealth 3.0, LLC | 0.22% | — | 14,797 | $814K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +17.6% | 14,723 | $810K |
| Unique Wealth Strategies, LLC | 0.38% | No change | 16,116 | $809K |
| Berkeley Capital Partners, LLC | 0.24% | Reduce -0.7% | 14,544 | $800K |
| River Street Advisors LLC | 0.49% | Reduce -0.6% | 14,494 | $797K |
| Marks Group Wealth Management, Inc | 0.08% | Add +236.5% | 14,493 | $797K |
| Aberdeen Wealth Management LLC | 0.54% | Reduce -3.4% | 14,426 | $793K |
| Roundview Capital LLC | 0.06% | Reduce -8.1% | 14,421 | $793K |
| Welch & Forbes LLC | 0.01% | Reduce -10.0% | 14,266 | $792K |
| Raab & Moskowitz Asset Management LLC | 0.21% | Reduce -5.6% | 14,348 | $789K |
| Raelipskie Partnership | 0.42% | Add +6.6% | 14,257 | $784K |
| Joel Isaacson & Co., LLC | 0.04% | Add +4.0% | 14,134 | $777K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +9.5% | 14,123 | $777K |
| Dearborn Partners LLC | 0.03% | Add +5.5% | 14,108 | $776K |
| Legacy Capital Group California, Inc. | 0.28% | Add +21.6% | 14,087 | $775K |
| Liberty One Investment Management, LLC | 0.09% | Reduce -6.3% | 14,080 | $774K |
| Transcend Capital Advisors, LLC | 0.06% | Add +59.0% | 14,040 | $772K |
| Global Retirement Partners, LLC | 0.02% | Add +14.3% | 13,962 | $768K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -37.0% | 13,930 | $766K |
| BCGM Wealth Management, LLC | 0.26% | Reduce -6.4% | 13,872 | $763K |
| Mengis Capital Management, Inc. | 0.16% | Reduce -0.9% | 13,862 | $762K |
| Excalibur Management Corp. | 0.31% | Add +1.8% | 13,801 | $759K |
| GAMCO Investors | 0.01% | Reduce -1.2% | 13,771 | $757K |
| HB Wealth Management, LLC | 0.01% | Add +0.4% | 13,760 | $757K |
| BKM Wealth Management, LLC | 0.36% | Reduce -0.3% | 13,667 | $752K |
| Cadence Bank | 0.06% | Reduce -0.2% | 13,592 | $747K |
| Hilltop Holdings Inc. | 0.09% | Reduce -5.8% | 13,533 | $744K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.1% | 13,538 | $744K |
| Aaron Wealth Advisors LLC | 0.10% | Add +2.8% | 13,476 | $741K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -27.1% | 13,387 | $736K |
| Garner Asset Management Corp | 0.27% | Reduce -1.7% | 13,390 | $736K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +7.3% | 13,373 | $735K |
| Vontobel Holding Ltd. | 0.00% | Add +54.0% | 13,256 | $729K |
| Flputnam Investment Management Co. | 0.01% | Add +2.8% | 13,241 | $728K |
| Fayez Sarofim & Co | 0.00% | Reduce -5.2% | 13,237 | $728K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 13,221 | $727K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +3661.0% | 13,201 | $726K |
| Modern Wealth Management, LLC | 0.05% | Add +17.4% | 13,110 | $721K |
| Boit C F David | 0.37% | New | 13,000 | $715K |
| Fifth Third Bancorp | 0.00% | Reduce -25.0% | 12,920 | $710K |
| Hartford Funds Management Co LLC | 0.07% | Add +10.2% | 12,825 | $705K |
| FLC Capital Advisors | 0.17% | No change | 12,762 | $702K |
| North Star Investment Management Corp. | 0.05% | No change | 12,744 | $701K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.8% | 12,666 | $696K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -1.9% | 12,575 | $691K |
| Beverly Hills Private Wealth, LLC | 0.15% | Reduce -11.5% | 12,550 | $690K |
| Legacy Capital Wealth Partners, LLC | 0.17% | New | 12,444 | $684K |
| Phraction Management LLC | 0.27% | New | 12,280 | $675K |
| FSB Premier Wealth Management, Inc. | 0.30% | Add +48.6% | 11,956 | $657K |
| Lanark Financial, Inc. | 0.06% | Reduce -36.6% | 11,865 | $652K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -22.8% | 11,825 | $650K |
| Allworth Financial LP | 0.00% | Add +10.9% | 11,124 | $646K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -21.3% | 11,669 | $642K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -7.1% | 11,609 | $638K |
| PAX Financial Group, LLC | 0.12% | Add +2.2% | 11,591 | $637K |
| Retirement Guys Formula LLC | 0.30% | Reduce -8.7% | 11,520 | $634K |
| Navellier & Associates Inc. | 0.07% | No change | 11,492 | $632K |
| Cerro Pacific Wealth Advisors LLC | 0.24% | — | 11,444 | $629K |
| Sandy Cove Advisors, LLC | 0.28% | Add +5.6% | 11,320 | $622K |
| LGL Partners, LLC | 0.09% | Reduce -12.7% | 11,296 | $621K |
| Jones Financial Companies LLLP | 0.00% | Add +1453.3% | 11,230 | $618K |
| Shelton Capital Management | 0.02% | Reduce -5.6% | 11,220 | $617K |
| NorthCoast Asset Management LLC | 0.01% | Add +16.0% | 11,219 | $617K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -36.0% | 11,086 | $616K |
| IHT Wealth Management, LLC | 0.02% | Add +3.5% | 11,198 | $616K |
| Manchester Capital Management LLC | 0.07% | No change | 11,142 | $613K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -5.9% | 11,093 | $610K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -70.6% | 11,048 | $608K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 10,990 | $604K |
| Level Four Advisory Services, LLC | 0.03% | Add +50.1% | 10,976 | $604K |
| PFG Investments, LLC | 0.04% | Add +3.2% | 10,915 | $600K |
| Rathbones Group PLC | 0.00% | No change | 10,918 | $600K |
| Leavell Investment Management, Inc. | 0.03% | Add +1.2% | 10,897 | $599K |
| Twin City Private Wealth, LLC | 0.56% | Add +3.3% | 10,818 | $595K |
| AQR Capital Management | 0.00% | New | 10,796 | $594K |
| Smart Money Group LLC | 0.21% | Add +13.8% | 9,637 | $592K |
| Keystone Financial Services | 0.24% | Add +8.7% | 10,696 | $588K |
| Old North State Trust, LLC | 0.51% | No change | 10,654 | $586K |
| Physicians Financial Services, Inc. | 0.19% | Add +0.6% | 10,623 | $584K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -21.2% | 10,357 | $570K |
| Strategic Global Advisors, LLC | 0.12% | Reduce -49.0% | 5,511 | $569K |
| Garrett Wealth Advisory Group, LLC | 0.21% | Reduce -1.2% | 10,306 | $567K |
| Range Financial Group LLC | 0.29% | Reduce -1.2% | 10,282 | $565K |
| Glenview Trust Co | 0.01% | Reduce -10.6% | 10,260 | $564K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.4% | 10,246 | $563K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.7% | 10,232 | $563K |
| Cozad Asset Management Inc. | 0.06% | No change | 10,210 | $561K |
| Colonial Trust Co / SC | 0.10% | Reduce -10.5% | 10,195 | $561K |
| Peregrine Asset Advisers, Inc. | 0.22% | No change | 10,175 | $560K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.4% | 10,144 | $558K |
| Evergreen Capital Management LLC | 0.02% | Reduce -20.4% | 10,099 | $555K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.4% | 9,936 | $546K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -90.6% | 9,935 | $546K |
| Ignite Planners, LLC | 0.13% | Add +4.3% | 9,787 | $543K |
| Red Door Wealth Management, LLC | 0.10% | Add +0.1% | 9,873 | $543K |
| Blue Trust, Inc. | 0.01% | Add +47.7% | 10,754 | $540K |
| Ieq Capital, LLC | 0.01% | Add +21.0% | 9,784 | $538K |
| Mather Group, Llc. | 0.01% | Add +11.8% | 10,680 | $536K |
| Mezzasalma Advisors, LLC | 0.23% | Add +62.7% | 9,670 | $532K |
| Riverwater Partners LLC | 0.39% | No change | 9,621 | $529K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 9,600 | $527K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 9,567 | $526K |
| Chemistry Wealth Management LLC | 0.14% | Add +0.1% | 9,546 | $525K |
| Daymark Wealth Partners, LLC | 0.02% | Add +14.3% | 9,525 | $524K |
| Fulton Bank, N.A. | 0.02% | Reduce -63.9% | 9,498 | $522K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +2.3% | 9,493 | $522K |
| Wealth Alliance, LLC | 0.07% | Reduce -15.2% | 9,486 | $522K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -5.4% | 9,438 | $519K |
| Phillips Wealth Planners LLC | 0.55% | Reduce -11.7% | 9,169 | $518K |
| Roman Butler Fullerton & Co. | 0.17% | Reduce -0.9% | 9,140 | $517K |
| Powers Advisory Group, LLC | 0.28% | Reduce -3.0% | 9,388 | $516K |
| Icon Wealth Advisors, LLC | 0.05% | Add +14.4% | 8,321 | $511K |
| Baker Tilly Wealth Management, LLC | 0.21% | Reduce -73.9% | 9,283 | $510K |
| Bond & Devick Financial Network, Inc. | 0.27% | Add +0.5% | 9,261 | $509K |
| Private Trust Co. NA | 0.05% | Reduce -0.8% | 9,249 | $509K |
| Wedbush Securities Inc. | 0.02% | Add +40.7% | 9,208 | $506K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -13.3% | 9,139 | $503K |
| WCM Investment Management, LLC | 0.00% | Add +75.6% | 9,079 | $503K |
| Hilltop National Bank | 0.16% | Reduce -0.6% | 9,121 | $502K |
| West Family Investments, Inc. | 0.15% | No change | 9,116 | $501K |
| Sky Investment Group LLC | 0.10% | Reduce -12.6% | 9,115 | $501K |
| Financial & Tax Architects, LLC | 0.13% | Add +27.8% | 9,113 | $501K |
| Marcum Wealth, LLC | 0.05% | Reduce -5.1% | 9,100 | $500K |
| Ransom Advisory, Ltd | 0.25% | Reduce -0.9% | 9,033 | $497K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -1.0% | 9,017 | $496K |
| Mission Wealth Management, LP | 0.01% | Add +35.8% | 9,010 | $495K |
| Court Place Advisors, LLC | 0.15% | Add +4.7% | 8,975 | $494K |
| Boston Trust Walden Corp | 0.00% | Add +1.0% | 8,970 | $493K |
| Sage Rhino Capital LLC | 0.12% | Add +2.6% | 8,938 | $492K |
| Savant Capital, LLC | 0.00% | Add +7.1% | 8,888 | $489K |
| Malaga Cove Capital, LLC | 0.20% | Reduce -1.3% | 8,878 | $488K |
| RS Crum Inc. | 0.13% | No change | 8,871 | $488K |
| Applied Finance Capital Management, LLC | 0.02% | Add +45.8% | 8,770 | $482K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -7.4% | 8,769 | $482K |
| Lido Advisors, LLC | 0.00% | Add +5.0% | 8,764 | $482K |
| Spinnaker Trust | 0.03% | Reduce -1.7% | 8,735 | $480K |
| PDS Planning, Inc | 0.05% | Add +4.6% | 8,681 | $477K |
| Country Club Bank | 0.03% | Reduce -2.9% | 8,580 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -56.5% | 8,625 | $474K |
| First County Bank | 0.24% | Reduce -51.9% | 8,615 | $474K |
| Woodmont Investment Counsel LLC | 0.04% | Add +25.3% | 8,598 | $473K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -26.5% | 8,554 | $470K |
| Centaurus Financial, Inc. | 0.03% | Add +34.6% | 8,538 | $469K |
| Principle Wealth Partners LLC | 0.04% | Reduce -18.9% | 8,469 | $466K |
| Chicago Capital, LLC | 0.01% | No change | 8,434 | $464K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +35.1% | 8,420 | $463K |
| Twelve Points Wealth Management LLC | 0.16% | No change | 8,411 | $463K |
| Value Partners Investments Inc. | 0.04% | Add +18.6% | 8,369 | $460K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,259 | $454K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 8,250 | $453K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -3.8% | 8,233 | $453K |
| Fox Run Management, L.L.C. | 0.08% | New | 8,163 | $449K |
| Geneos Wealth Management Inc. | 0.02% | Add +24.6% | 8,096 | $445K |
| Pinion Investment Advisors, LLC | 0.22% | Add +8.1% | 8,087 | $445K |
| WealthTrust Axiom LLC | 0.15% | No change | 8,077 | $444K |
| Allen Investment Management, LLC | 0.01% | No change | 8,005 | $440K |
| Aprio Wealth Management, LLC | 0.08% | New | 8,004 | $440K |
| Intellectus Partners, LLC | 0.12% | Reduce -30.7% | 7,991 | $439K |
| Sivia Capital Partners, LLC | 0.29% | Reduce -1.7% | 7,949 | $437K |
| FourThought Financial Partners, LLC | 0.06% | Add +6.0% | 7,927 | $436K |
| Tranquilli Financial Advisor LLC | 0.29% | Reduce -0.5% | 7,940 | $434K |
| Jacobi Capital Management LLC | 0.04% | Add +2.2% | 7,848 | $432K |
| Bessemer Group Inc. | 0.00% | Reduce -1.6% | 7,827 | $430K |
| Rbo & Co. LLC | 0.08% | Reduce -17.3% | 7,769 | $427K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -1.4% | 7,744 | $426K |
| Calydon Capital | 0.08% | No change | 7,744 | $426K |
| Bollard Group LLC | 0.01% | Add +237.2% | 7,706 | $424K |
| SouthState Bank Corp | 0.03% | Reduce -0.4% | 7,648 | $421K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 7,627 | $419K |
| BSW Wealth Partners | 0.07% | Add +0.9% | 7,578 | $417K |
| Gallacher Capital Management LLC | 0.22% | Add +2.5% | 7,575 | $417K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -6.5% | 7,563 | $416K |
| Cohen Investment Advisors LLC | 0.33% | Add +10.4% | 8,393 | $415K |
| Searle & Co. | 0.10% | No change | 7,500 | $412K |
| FRG Family Wealth Advisors LLC | 0.08% | No change | 6,725 | $412K |
| Cordatus Wealth Management LLC | 0.15% | New | 7,484 | $412K |
| King Luther Capital Management Corp. | 0.00% | Add +3.1% | 7,461 | $410K |
| First Horizon Advisors, Inc. | 0.01% | Add +112.2% | 7,456 | $410K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +10.2% | 7,455 | $410K |
| Breakwater Capital Group | 0.09% | Add +4.5% | 7,383 | $406K |
| Graypoint LLC | 0.03% | Add +3.5% | 7,292 | $401K |
| Brighton Jones LLC | 0.01% | Reduce -14.3% | 7,275 | $400K |
| Freestone Capital Holdings, LLC | 0.01% | Add +20.8% | 7,249 | $399K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.4% | 7,239 | $398K |
| Arete Wealth Advisors, LLC | 0.03% | New | 7,209 | $396K |
| Sterling Investment Advisors, Ltd. | 0.11% | No change | 7,176 | $395K |
| Claro Advisors Inc. | 0.06% | Add +8.6% | 7,175 | $395K |
| GAMMA Investing LLC | 0.05% | Reduce -8.6% | 7,166 | $394K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -9.7% | 7,127 | $392K |
| Independent Advisor Alliance | 0.01% | Add +7.5% | 7,128 | $392K |
| New Wave Wealth Advisors LLC | 0.21% | — | 7,081 | $389K |
| Parsons Capital Management Inc. | 0.03% | Reduce -15.6% | 7,064 | $388K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +7.6% | 7,032 | $387K |
| SVB Wealth LLC | 0.01% | Reduce -24.6% | 7,010 | $385K |
| Fca Corp. | 0.12% | No change | 7,000 | $385K |
| Aspen Grove Capital, LLC | 0.09% | Add +2.6% | 6,954 | $382K |
| Abbrea Capital, LLC | 0.05% | Reduce -9.1% | 6,830 | $376K |
| Procyon Advisors, LLC | 0.03% | Reduce -17.1% | 6,833 | $376K |
| Rehmann Capital Advisory Group | 0.03% | Add +2.9% | 6,832 | $376K |
| Clarius Group, LLC | 0.03% | Reduce -19.9% | 6,752 | $371K |
| Aries Wealth Management | 0.12% | No change | 6,729 | $370K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 6,722 | $370K |
| Sapient Capital LLC | 0.01% | Reduce -44.5% | 6,668 | $367K |
| O'Brien Greene & Co. Inc | 0.12% | Add +2.7% | 6,653 | $366K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -2.3% | 6,647 | $366K |
| Callan Capital, LLC | 0.03% | Add +22.4% | 6,640 | $365K |
| Ti-Trust, Inc. | 0.28% | No change | 6,625 | $364K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +6.1% | 6,606 | $363K |
| Smithfield Trust Co | 0.02% | No change | 6,619 | $363K |
| Nilsine Partners, LLC | 0.05% | Add +18.6% | 6,558 | $361K |
| Lindbrook Capital, LLC | 0.03% | Add +2.2% | 6,538 | $360K |
| 1900 Wealth Management LLC | 0.03% | Add +0.8% | 6,522 | $359K |
| Cladis Investment Advisory, LLC | 0.26% | No change | 6,500 | $357K |
| Port Capital LLC | 0.02% | No change | 6,500 | $357K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 6,490 | $357K |
| Great Diamond Partners, LLC | 0.08% | Reduce -10.9% | 6,463 | $355K |
| Lincoln Capital LLC | 0.08% | No change | 6,434 | $354K |
| Pine Haven Investment Counsel, Inc | 0.30% | Add +1.6% | 6,358 | $350K |
| Caldwell Trust Co | 0.04% | Reduce -6.9% | 6,330 | $348K |
| Diligent Investors, LLC | 0.09% | Reduce -1.5% | 6,318 | $347K |
| Mane Global Capital Management LP | 0.02% | No change | 6,314 | $347K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 6,263 | $344K |
| Schrum Private Wealth Management LLC | 0.31% | Add +1.0% | 6,223 | $342K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -8.4% | 6,215 | $342K |
| Addison Advisors LLC | 0.11% | Add +8.1% | 6,204 | $341K |
| Cetera Trust Company, N.A | 0.21% | No change | 6,195 | $341K |
| Realta Investment Advisors | 0.07% | Reduce -29.0% | 6,186 | $340K |
| Mitchell Sinkler & Starr | 0.09% | Add +42.2% | 5,849 | $339K |
| Inscription Capital, LLC | 0.05% | Add +0.1% | 6,080 | $334K |
| White Knight Strategic Wealth Advisors, LLC | 0.33% | Reduce -0.8% | 6,080 | $334K |
| Gentry Private Wealth, LLC | 0.29% | — | 6,016 | $331K |
| Phocas Financial Corp. | 0.04% | No change | 6,000 | $330K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 6,000 | $330K |
| Probity Advisors, Inc. | 0.07% | No change | 5,973 | $328K |
| Aptus Capital Advisors, LLC | 0.01% | Add +4.0% | 5,950 | $327K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +14.5% | 5,945 | $327K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 5,941 | $327K |
| Intrua Financial, LLC | 0.05% | Reduce -36.4% | 5,931 | $326K |
| CVA Family Office, LLC | 0.06% | Reduce -0.5% | 5,921 | $326K |
| Platform Technology Partners | 0.11% | — | 5,860 | $322K |
| IFG Advisory, LLC | 0.02% | New | 5,847 | $322K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +43.5% | 5,829 | $321K |
| Forum Financial Management, LP | 0.01% | Add +0.9% | 5,820 | $320K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -12.7% | 5,813 | $320K |
| V-Square Quantitative Management LLC | 0.05% | Add +3.5% | 5,772 | $318K |
| Drive Wealth Management, LLC | 0.09% | Reduce -4.1% | 5,767 | $317K |
| Eagle Bay Advisors LLC | 0.19% | Add +0.6% | 5,764 | $317K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -13.1% | 5,754 | $316K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.8% | 5,750 | $316K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +2.1% | 5,739 | $316K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +2.6% | 5,730 | $315K |
| Optas, LLC | 0.08% | Add +5.8% | 5,701 | $313K |
| Argonautica Private Wealth Management, Inc. | 0.11% | Add +0.2% | 5,651 | $311K |
| HUB Investment Partners, LLC | 0.01% | Add +6.2% | 5,647 | $311K |
| Atlas Brown,Inc. | 0.11% | Add +0.1% | 5,646 | $310K |
| Diversified Trust Co. | 0.01% | Reduce -3.3% | 5,564 | $306K |
| Empire Financial Management Company, LLC | 0.10% | Add +22.0% | 5,546 | $305K |
| Hexagon Capital Partners LLC | 0.07% | Add +7.9% | 5,523 | $304K |
| Fielder Capital Group LLC | 0.12% | New | 5,521 | $304K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -11.4% | 5,461 | $300K |
| Frisch Financial Group, Inc. | 0.09% | Reduce -16.5% | 5,455 | $300K |
| Boston Financial Mangement LLC | 0.01% | No change | 5,451 | $300K |
| Silverlake Wealth Management LLC | 0.12% | New | 5,440 | $299K |
| Sabal Trust CO | 0.02% | Add +0.4% | 5,430 | $299K |
| Legacy Private Trust Co. | 0.02% | No change | 5,423 | $298K |
| Hummer Financial Advisory Services Inc | 0.26% | No change | 5,394 | $297K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +1.5% | 5,373 | $295K |
| Keudell/Morrison Wealth Management | 0.09% | Reduce -24.4% | 5,337 | $293K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.1% | 5,306 | $292K |
| Wallace Advisory Group, LLC | 0.21% | New | 5,274 | $290K |
| Fiduciary Group, LLC | 0.03% | Reduce -10.8% | 5,257 | $289K |
| Graybill Wealth Management, LTD. | 0.12% | Add +1.7% | 5,254 | $289K |
| Fulcrum Capital LLC | 0.07% | No change | 5,220 | $287K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +4.0% | 5,212 | $287K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.5% | 5,178 | $285K |
| SageView Advisory Group, LLC | 0.02% | New | 5,170 | $284K |
| Transamerica Financial Advisors, LLC | 0.03% | No change | 5,155 | $284K |
| Borer Denton & Associates, Inc. | 0.10% | No change | 5,155 | $283K |
| Northwest Capital Management Inc | 0.10% | No change | 5,146 | $283K |
| Cable Hill Partners, LLC | 0.03% | New | 5,137 | $282K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | New | 5,132 | $282K |
| Franklin Street Advisors Inc. | 0.02% | No change | 5,123 | $282K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.12% | No change | 5,125 | $282K |
| Steinberg Asset Management LLC | 0.22% | No change | 5,100 | $280K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Add +5.8% | 5,076 | $279K |
| Wambolt & Associates, LLC | 0.08% | Reduce -16.1% | 5,099 | $279K |
| Hancock Whitney Corp. | 0.01% | Add +13.6% | 5,055 | $278K |
| AdvisorNet Financial, Inc | 0.03% | Add +9.0% | 5,033 | $277K |
| Wellington Shields & Co., LLC | 0.09% | Reduce -41.8% | 5,012 | $276K |
| Verity & Verity, LLC | 0.03% | No change | 5,000 | $275K |
| SPC Financial, Inc. | 0.03% | No change | 4,975 | $274K |
| Absher Wealth Management, LLC | 0.04% | Reduce -3.5% | 4,954 | $272K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +3.1% | 4,926 | $271K |
| Augustine Asset Management Inc. | 0.10% | Add +1.2% | 4,917 | $270K |
| Freedom Investment Management, Inc. | 0.02% | Add +6.8% | 4,912 | $270K |
| Tacita Capital Inc | 0.19% | No change | 4,900 | $269K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 4,900 | $269K |
| Fiduciary Financial Group, LLC | 0.06% | — | 4,674 | $268K |
| IFP Advisors, Inc | 0.01% | Add +8.6% | 4,815 | $265K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -35.4% | 4,814 | $265K |
| Causeway Capital Management LLC | 0.01% | Reduce -31.9% | 4,776 | $263K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -34.0% | 4,770 | $262K |
| CHICAGO TRUST Co NA | 0.05% | No change | 4,760 | $262K |
| Financial Network Wealth Advisors LLC | 0.19% | Reduce -1.9% | 4,720 | $260K |
| Human Investing LLC | 0.05% | Reduce -2.4% | 4,686 | $258K |
| Park Place Capital Corp | 0.08% | Reduce -40.2% | 4,640 | $255K |
| Delta Financial Advisors LLC | 0.10% | Add +0.1% | 4,637 | $255K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -42.2% | 4,623 | $254K |
| Edge Capital Group, LLC | 0.01% | Reduce -12.9% | 4,616 | $254K |
| Schnieders Capital Management LLC | 0.05% | No change | 4,612 | $254K |
| Seeds Investor LLC | 0.13% | New | 4,608 | $253K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.2% | 4,103 | $252K |
| M. Kulyk & Associates, LLC | 0.06% | Reduce -32.0% | 4,574 | $252K |
| Regal Investment Advisors LLC | 0.02% | Reduce -2.2% | 4,544 | $250K |
| Aurora Private Wealth, Inc. | 0.22% | Add +1.2% | 4,522 | $249K |
| Carr Financial Group Corp | 0.08% | Add +0.7% | 4,524 | $249K |
| Lafayette Investments, Inc. | 0.06% | No change | 4,520 | $249K |
| Marino, Stram & Associates LLC | 0.06% | Add +0.0% | 4,519 | $249K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -1.9% | 4,518 | $248K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +6.2% | 4,510 | $248K |
| Embree Financial Group | 0.05% | Reduce -7.8% | 4,509 | $248K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 4,500 | $247K |
| Balanced Rock Investment Advisors LLC | 0.21% | Reduce -4.3% | 4,489 | $247K |
| Seven Mile Advisory | 0.18% | New | 4,481 | $246K |
| Hyman Charles D | 0.01% | No change | 4,465 | $246K |
| Cromwell Holdings LLC | 0.15% | — | 4,445 | $244K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -0.2% | 4,413 | $243K |
| Engineers Gate Manager LP | 0.01% | Reduce -49.0% | 4,414 | $243K |
| Alhambra Investment Management LLC | 0.13% | No change | 4,400 | $242K |
| Essex Bank | 0.07% | Add +0.5% | 4,392 | $242K |
| Kuhn & Co Investment Counsel | 0.22% | No change | 4,388 | $241K |
| Wedmont Private Capital | 0.02% | Reduce -1.8% | 4,188 | $241K |
| DMC Group, LLC | 0.21% | Reduce -66.4% | 4,386 | $241K |
| Five Oceans Advisors | 0.13% | Reduce -58.4% | 4,378 | $241K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 4,355 | $239K |
| WoodTrust Financial Corp | 0.04% | No change | 4,350 | $239K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 4,341 | $239K |
| Good Life Advisors, LLC | 0.02% | Add +7.2% | 4,340 | $239K |
| Blue Barn Wealth, LLC | 0.13% | New | 4,339 | $239K |
| Brandes Investment Partners, LP | 0.00% | Reduce -99.0% | 4,296 | $237K |
| USA Financial Formulas | 0.04% | Reduce -9.3% | 4,295 | $236K |
| Grove Bank & Trust | 0.04% | Reduce -3.1% | 4,293 | $236K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +2.0% | 4,292 | $236K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 4,285 | $236K |
| Somerville Kurt F | 0.04% | Reduce -41.4% | 4,242 | $233K |
| Moseley Investment Management Inc. | 0.11% | Reduce -0.4% | 4,218 | $232K |
| Newman Dignan & Sheerar, Inc. | 0.06% | No change | 4,200 | $231K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +4.2% | 4,193 | $231K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +4.7% | 4,159 | $229K |
| Arkadios Wealth Advisors | 0.02% | New | 4,156 | $229K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -15.7% | 4,128 | $228K |
| Broadwater Capital Management LLC | 0.18% | No change | 4,150 | $228K |
| Private Wealth Partners, LLC | 0.02% | Add +1.2% | 4,150 | $228K |
| Rwa Wealth Partners, LLC | 0.00% | Add +3.7% | 4,149 | $228K |
| Keel Point, LLC | 0.02% | New | 3,709 | $226K |
| Sepio Capital, LP | 0.02% | No change | 4,096 | $225K |
| Toronto Dominion Bank | 0.00% | Add +1.5% | 4,076 | $224K |
| Stonegate Investment Group, LLC | 0.01% | Add +0.2% | 4,073 | $224K |
| Carret Asset Management, LLC | 0.03% | No change | 4,044 | $222K |
| Boston Mountain Money Management Inc. | 0.15% | Reduce -13.7% | 4,029 | $222K |
| Traveka Wealth, LLC | 0.11% | Reduce -17.0% | 4,008 | $220K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 4,002 | $220K |
| Cannell & Spears LLC | 0.00% | No change | 3,987 | $219K |
| Hemenway Trust Co LLC | 0.02% | Reduce -20.0% | 3,953 | $217K |
| Financial Advocates Investment Management | 0.01% | New | 3,922 | $216K |
| Wealthstream Advisors, Inc. | 0.08% | New | 3,904 | $215K |
| Boston Family Office LLC | 0.02% | Reduce -4.7% | 3,898 | $214K |
| S.A. Mason LLC | 0.12% | Reduce -7.2% | 3,883 | $214K |
| Archford Capital Strategies, LLC | 0.03% | New | 3,867 | $213K |
| Proficio Capital Partners LLC | 0.02% | New | 3,859 | $212K |
| Riverview Trust Co | 0.20% | No change | 3,849 | $212K |
| Alan B Lancz & Associates, Inc. | 0.20% | — | 3,750 | $206K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 3,749 | $206K |
| Pinnacle Financial Partners Inc | 0.00% | New | 3,742 | $206K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 3,735 | $205K |
| Capital Analysts, LLC | 0.01% | Add +7.6% | 3,727 | $205K |
| Trust Point Inc. | 0.02% | Reduce -15.3% | 3,711 | $204K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 3,701 | $204K |
| Gryphon Financial Partners LLC | 0.03% | New | 3,699 | $203K |
| Kovack Advisors, Inc. | 0.02% | New | 3,697 | $203K |
| Wintrust Investments LLC | 0.02% | New | 3,678 | $202K |
| Integrated Advisors Network LLC | 0.01% | New | 3,667 | $202K |
| 9258 Wealth Management, LLC | 0.03% | New | 3,655 | $201K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,653 | $201K |
| Equitable Holdings, Inc. | 0.00% | Reduce -44.3% | 3,644 | $200K |
| Sittner & Nelson, LLC | 0.10% | Add +0.2% | 3,626 | $199K |
| United Community Bank | 0.08% | No change | 3,550 | $195K |
| BNP Paribas Financial Markets | 0.00% | No change | 3,535 | $194K |
| WASHINGTON TRUST Co | 0.01% | Reduce -0.3% | 3,388 | $186K |
| Arlington Trust Co LLC | 0.04% | New | 3,333 | $183K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,213 | $177K |
| Tyler-Stone Wealth Management | 0.07% | No change | 3,198 | $176K |
| GeoWealth Management, LLC | 0.01% | Add +121.2% | 3,178 | $175K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | Add +27.3% | 3,086 | $170K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.5% | 3,034 | $167K |
| Nordwand Advisors, LLC | 0.07% | Add +3029.2% | 3,004 | $165K |
| Heck Capital Advisors, LLC | 0.02% | Add +100.0% | 3,000 | $165K |
| Delta Asset Management LLC | 0.01% | Reduce -3.3% | 2,990 | $164K |
| Montag A & Associates Inc. | 0.01% | Add +7.0% | 2,950 | $162K |
| Heritage Wealth Advisors | 0.01% | Reduce -4.1% | 2,815 | $155K |
| Independence Bank of Kentucky | 0.04% | Reduce -6.7% | 2,785 | $153K |
| Bruce G. Allen Investments, LLC | 0.13% | Reduce -12.2% | 2,771 | $152K |
| West Branch Capital LLC | 0.06% | Add +0.1% | 2,722 | $150K |
| Creative Financial Designs Inc. | 0.01% | Add +0.8% | 2,600 | $143K |
| Opal Wealth Advisors, LLC | 0.04% | Reduce -23.9% | 2,486 | $137K |
| Walleye Capital LLC | 0.00% | New | 2,431 | $134K |
| Compass Wealth Management LLC | 0.03% | No change | 2,351 | $129K |
| Global Trust Asset Management, LLC | 0.05% | No change | 2,337 | $129K |
| CI Investments Inc. | 0.00% | Reduce -3.7% | 2,196 | $121K |
| Larson Financial Group LLC | 0.01% | Add +2752.1% | 2,025 | $111K |
| Camelot Portfolios, LLC | 0.06% | New | 2,000 | $110K |
| Rothschild Investment LLC | 0.01% | Add +51.3% | 1,950 | $107K |
| Thompson Investment Management, Inc. | 0.02% | No change | 1,950 | $107K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -16.9% | 1,922 | $106K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,847 | $102K |
| Hartford Financial Management Inc. | 0.02% | No change | 1,836 | $101K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -35.0% | 1,812 | $100K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 1,774 | $98K |
| Cape Investment Advisory, Inc. | 0.04% | Add +0.7% | 1,682 | $92K |
| Chilton Capital Management LLC | 0.00% | No change | 1,660 | $91K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,627 | $89K |
| Mondrian Investment Partners LTD | 0.00% | Add +3.6% | 1,363 | $84K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,517 | $83K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,485 | $82K |
| LGT Financial Advisors LLC | 0.17% | Add +0.5% | 1,463 | $80K |
| Field & Main Bank | 0.03% | Reduce -6.6% | 1,425 | $78K |
| Concord Wealth Partners | 0.01% | Reduce -15.0% | 1,400 | $77K |
| Pingora Partners LLC | 0.05% | No change | 1,392 | $77K |
| Colonial Trust Advisors | 0.01% | Reduce -11.3% | 1,372 | $75K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -61.7% | 1,323 | $72K |
| CENTRAL TRUST Co | 0.00% | Reduce -86.8% | 1,309 | $72K |
| Castleview Partners, LLC | 0.04% | Add +0.4% | 1,257 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.3% | 1,246 | $69K |
| Barclays PLC | 0.00% | Reduce -27.0% | 1,242 | $68K |
| LRI Investments, LLC | 0.01% | Add +708.5% | 1,237 | $68K |
| CNB Bank | 0.03% | No change | 1,229 | $68K |
| Front Row Advisors LLC | 0.02% | No change | 1,214 | $67K |
| Strengthening Families & Communities, LLC | 0.02% | New | 1,200 | $66K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,200 | $66K |
| Crewe Advisors LLC | 0.01% | Add +17.3% | 1,186 | $65K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,139 | $63K |
| Arax Advisory Partners | 0.01% | Add +81.2% | 1,127 | $62K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,123 | $62K |
| LFA - Lugano Financial Advisors SA | 0.05% | New | 1,100 | $60K |
| Investors Research Corp | 0.01% | No change | 1,088 | $60K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -53.0% | 1,063 | $58K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 1,052 | $58K |
| Olistico Wealth, LLC | 0.04% | New | 1,000 | $55K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,000 | $55K |
| Continuum Advisory, LLC | 0.01% | Add +6.7% | 971 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.9% | 956 | $53K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 950 | $52K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +120.3% | 934 | $51K |
| American Capital Advisory, LLC | 0.04% | Add +0.3% | 1,055 | $51K |
| Smartleaf Asset Management LLC | 0.01% | Add +235.3% | 912 | $50K |
| Global Financial Private Client, LLC | 0.02% | No change | 906 | $50K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -6.5% | 868 | $48K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 827 | $45K |
| First United Bank & Trust | 0.02% | No change | 825 | $45K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 813 | $45K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 809 | $44K |
| SWS Partners | 0.01% | New | 798 | $44K |
| Financial Management Professionals, Inc. | 0.01% | Add +25.7% | 767 | $42K |
| Atticus Wealth Management, LLC | 0.01% | No change | 719 | $40K |
| Evolution Advisers, Inc. | 0.02% | Add +1.0% | 707 | $38K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +7.9% | 680 | $37K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.1% | 673 | $37K |
| Oakworth Capital, Inc. | 0.00% | No change | 664 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.6% | 652 | $36K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 650 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 634 | $35K |
| Webster Bank, N. A. | 0.00% | Add +54.3% | 617 | $34K |
| Johnson Financial Group, Inc. | 0.00% | New | 609 | $33K |
| Godsey & Gibb, Inc. | 0.00% | No change | 600 | $33K |
| Avalon Trust Co | 0.00% | Reduce -84.0% | 600 | $33K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -3.1% | 592 | $33K |
| Financial Avengers, Inc. | 0.02% | Add +0.5% | 588 | $32K |
| Rise Advisors, LLC | 0.02% | Add +0.9% | 566 | $31K |
| Country Trust Bank | 0.00% | No change | 563 | $31K |
| Quent Capital, LLC | 0.00% | No change | 559 | $31K |
| TCTC Holdings, LLC | 0.00% | Reduce -41.9% | 556 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 545 | $30K |
| NFSG Corp | 0.01% | Add +0.4% | 537 | $30K |
| Abich Financial Wealth Management LLC | 0.02% | Add +393.5% | 533 | $29K |
| St Germain D J Co. Inc. | 0.00% | Add +423.8% | 529 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -11.2% | 523 | $29K |
| City State Bank | 0.01% | No change | 517 | $28K |
| Red Tortoise LLC | 0.02% | No change | 512 | $28K |
| JNBA Financial Advisors | 0.00% | No change | 507 | $28K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -94.2% | 504 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +13.4% | 509 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 477 | $26K |
| RFP Financial Group LLC | 0.01% | Add +11.2% | 475 | $26K |
| Roble, Belko & Company, Inc | 0.00% | No change | 480 | $26K |
| Bangor Savings Bank | 0.00% | No change | 469 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 440 | $24K |
| Asset Dedication, LLC | 0.00% | Add +13.6% | 417 | $23K |
| Aspire Private Capital, LLC | 0.01% | Reduce -19.0% | 404 | $22K |
| Indiana Trust & Investment Management Co | 0.01% | New | 403 | $22K |
| Chelsea Counsel Co. | 0.01% | No change | 400 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $22K |
| Clearstead Trust, LLC | 0.01% | No change | 400 | $22K |
| Core Alternative Capital | 0.00% | No change | 400 | $22K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -17.7% | 400 | $22K |
| Trust Co | 0.00% | No change | 400 | $22K |
| Frazier Financial Advisors, LLC | 0.02% | Add +5.8% | 386 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | Add +38.0% | 374 | $21K |
| Coppell Advisory Solutions LLC | 0.00% | — | 359 | $20K |
| Citizens National Bank Trust Department | 0.00% | New | 358 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 358 | $20K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 342 | $19K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 335 | $18K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +0.7% | 284 | $18K |
| Bokf, NA | 0.00% | Reduce -64.0% | 312 | $17K |
| GW&K Investment Management, LLC | 0.00% | Add +8.0% | 312 | $17K |
| Kelly Financial Services LLC | 0.01% | Add +15.4% | 300 | $16K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 323 | $16K |
| Key Financial Inc | 0.00% | No change | 290 | $16K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 275 | $15K |
| Costello Asset Management, INC | 0.01% | Reduce -89.3% | 275 | $15K |
| HBC Financial Services, PLLC | 0.01% | Add +0.8% | 255 | $15K |
| SRH Advisors, LLC | 0.00% | No change | 267 | $15K |
| Bray Capital Advisors | 0.00% | No change | 250 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 232 | $13K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 235 | $13K |
| Venturi Wealth Management, LLC | 0.00% | New | 227 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +94.3% | 206 | $11K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 206 | $11K |
| Robinswood Financial LLC | 0.00% | New | 204 | $11K |
| Baillie Gifford & Co. | 0.00% | Reduce -33.7% | 203 | $11K |
| Richardson Financial Services Inc. | 0.01% | No change | 200 | $11K |
| Monetary Management Group Inc. | 0.00% | No change | 200 | $11K |
| West Paces Advisors Inc. | 0.00% | New | 200 | $11K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 200 | $11K |
| Albion Financial Group | 0.00% | No change | 194 | $11K |
| Beacon Capital Management, LLC | 0.00% | Add +1.1% | 187 | $10K |
| Towne Trust Company, N.A | 0.00% | Reduce -88.6% | 183 | $10K |
| Triad Wealth Partners, LLC | 0.01% | New | 182 | $10K |
| First Community Trust NA | 0.01% | No change | 172 | $9K |
| Adirondack Trust Co. | 0.00% | No change | 170 | $9K |
| General Partner, Inc. | 0.01% | No change | 167 | $9K |
| Macquarie Group Ltd. | 0.00% | Reduce -8.1% | 159 | $9K |
| Fairscale Capital, LLC | 0.01% | — | 145 | $8K |
| Archer Investment Corp | 0.00% | No change | 150 | $8K |
| Balefire, LLC | 0.00% | No change | 149 | $8K |
| Family Firm, Inc. | 0.00% | New | 142 | $8K |
| Lynx Investment Advisory | 0.01% | — | 141 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +24.8% | 141 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -62.7% | 138 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 136 | $7K |
| Founders Capital Management | 0.00% | No change | 129 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 128 | $7K |
| MCF Advisors LLC | 0.00% | No change | 128 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 128 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 125 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 124 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 124 | $7K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 121 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 121 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 111 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +754.5% | 94 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $5K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 97 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 87 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 86 | $5K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 84 | $5K |
| HighMark Wealth Management LLC | 0.00% | No change | 70 | $4K |
| Gradient Investments LLC | 0.00% | New | 60 | $3K |
| Covestor Ltd | 0.00% | Reduce -5.9% | 48 | $3K |
| Wiser Advisor Group LLC | 0.00% | Add +1.9% | 53 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 52 | $3K |
| VitalStone Financial, LLC | 0.00% | New | 52 | $3K |
| Pittenger & Anderson Inc. | 0.00% | No change | 50 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 50 | $3K |
| New Millennium Group LLC | 0.00% | New | 44 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 42 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $2K |
| Mendota Financial Group, LLC | 0.00% | New | 36 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 35 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 34 | $2K |
| Institutional & Family Asset Management, LLC | 0.00% | New | 30 | $2K |
| Planning Capital Management Corp | 0.00% | No change | 29 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 28 | $2K |
| Fairman Group, LLC | 0.00% | No change | 26 | $1K |
| ORG Partners LLC | 0.00% | Reduce -70.9% | 25 | $1K |
| Gold Investment Management Ltd. | 0.00% | No change | 25 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -40.5% | 25 | $1K |
| Macroview Investment Management LLC | 0.00% | New | 19 | $1K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 19 | $1K |
| Cohen & Steers, Inc. | 0.00% | New | 27 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -89.4% | 17 | $954 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 17 | $935 |
| Creekmur Asset Management LLC | 0.00% | New | 13 | $715 |
| First Financial Corp. | 0.00% | Reduce -90.1% | 11 | $604 |
| Robbins Farley | 0.00% | No change | 10 | $550 |
| Bank of New Hampshire | 0.00% | No change | 4 | $220 |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.