UnileverUL
13F holders, Q4 2024 (December 31)1,185holders +11
62new positions
104sold out
12famous investors
$56.71avg. 13F price*
At the end of Q4 2024, 1,185 institutions reported holding Unilever PLC (UL) in their 13F filings, up 11 from Q3 2024. 62 opened new positions and 104 sold out. The largest holders were Wellington Management Group LLP ($1.4B), Fisher Asset Management ($1.0B) and Morgan Stanley ($491.4M). 12 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Unilever PLC
- CUSIP
- 904767704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $94.2M |
| Exits | 104 | $161.8M |
All 13F filers, Q3 2024 → Q4 2024: 15,504,991 shares bought and 14,923,347 shares sold, net +581,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,185 holders
| Wellington Management Group LLP | 0.26% | Reduce -1.3% | 24,679,388 | $1.4B |
| Fisher Asset Management | 0.40% | Add +7.3% | 17,940,963 | $1.0B |
| Morgan Stanley | 0.03% | Add +4.9% | 8,665,884 | $491.4M |
| Bank of America Corp. | 0.04% | Add +3.4% | 7,906,824 | $448.3M |
| State Farm Mutual Automobile Insurance Co. | 0.36% | No change | 6,887,758 | $390.5M |
| GQG Partners LLC | 0.55% | Reduce -35.9% | 6,496,305 | $368.3M |
| FMR LLC | 0.02% | Reduce -6.3% | 5,458,651 | $309.5M |
| Dimensional Fund Advisors LP | 0.07% | Add +5.2% | 5,103,075 | $289.3M |
| Hotchkis & Wiley Capital Management LLC | 0.96% | Reduce -0.8% | 5,062,911 | $287.1M |
| Wells Fargo & Company | 0.07% | Reduce -2.8% | 4,757,076 | $269.7M |
| Goldman Sachs Group Inc. | 0.05% | Add +2.5% | 4,634,183 | $262.8M |
| Lazard Asset Management LLC | 0.39% | Reduce -1.0% | 4,378,983 | $248.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +9.3% | 3,830,532 | $217.2M |
| Clearbridge Investments, LLC | 0.17% | Add +140.1% | 3,719,284 | $210.9M |
| Fiduciary Management Inc. | 1.92% | Reduce -4.1% | 3,636,325 | $206.2M |
| Alliancebernstein L.P. | 0.07% | Reduce -0.3% | 3,534,105 | $200.4M |
| Jennison Associates LLC | 0.12% | Add +66.4% | 3,454,686 | $195.9M |
| Raymond James Financial Inc. | 0.07% | — | 3,118,273 | $176.8M |
| Royal Bank of Canada | 0.04% | Add +0.5% | 2,926,892 | $166.0M |
| Hamlin Capital Management, LLC | 4.04% | Add +7.8% | 2,874,929 | $163.0M |
| American Century Companies Inc. | 0.09% | Add +4.8% | 2,847,686 | $161.5M |
| Norges Bank | 0.02% | Reduce -9.1% | 2,709,106 | $153.6M |
| Cullen Capital Management, LLC | 1.74% | Reduce -3.7% | 2,639,907 | $149.7M |
| BlackRock, Inc. | 0.00% | Reduce -35.6% | 2,320,989 | $131.6M |
| Saratoga Research & Investment Management | 6.37% | Reduce -14.6% | 2,226,748 | $126.3M |
| Equity Investment Corp. | 2.88% | Add +1.7% | 2,169,194 | $123.0M |
| Northern Trust Corp. | 0.02% | Add +52.1% | 2,166,456 | $122.8M |
| Everett Harris & Co. | 1.18% | Reduce -1.4% | 1,650,419 | $93.6M |
| JPMorgan Chase & Co. | 0.01% | Add +401.5% | 1,465,523 | $83.1M |
| Natixis Advisors, LLC | 0.14% | Add +0.7% | 1,309,586 | $74.3M |
| Corient Private Wealth LP | 0.12% | Reduce -2.6% | 1,254,454 | $71.1M |
| Allspring Global Investments Holdings, LLC | 0.11% | Add +18.2% | 1,240,653 | $70.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -16.3% | 1,232,599 | $69.9M |
| Neuberger Berman Group LLC | 0.05% | Reduce -4.2% | 1,147,354 | $65.1M |
| D. E. Shaw & Co. | 0.07% | Add +592.8% | 1,070,818 | $60.7M |
| Aristotle Capital Management, LLC | 0.12% | Reduce -2.0% | 1,060,305 | $60.1M |
| Cooke & Bieler LP | 0.58% | Reduce -1.6% | 1,056,241 | $59.9M |
| LPL Financial LLC | 0.02% | Add +9.6% | 989,748 | $56.1M |
| First Trust Advisors LP | 0.05% | Add +7.8% | 965,733 | $54.8M |
| Citadel Advisors | 0.05% | Add +93.8% | 928,777 | $52.7M |
| Truist Financial Corp. | 0.08% | Reduce -0.1% | 928,716 | $52.7M |
| Brown Advisory Inc. | 0.06% | Reduce -0.3% | 887,234 | $50.3M |
| Welch Group, LLC | 2.21% | Add +0.6% | 863,801 | $49.0M |
| Captrust Financial Advisors | 0.14% | Reduce -1.1% | 862,299 | $48.9M |
| Ameriprise Financial Inc. | 0.01% | Add +1.9% | 844,989 | $47.9M |
| CORDA Investment Management, LLC. | 3.74% | Reduce -0.5% | 825,118 | $46.8M |
| Trillium Asset Management, LLC | 1.16% | Reduce -4.7% | 790,970 | $44.8M |
| Advisors Capital Management, LLC | 0.64% | Add +2.3% | 716,472 | $40.6M |
| Bank of New York Mellon Corp | 0.01% | Add +4.2% | 701,859 | $39.8M |
| UBS Group AG | 0.01% | Add +1.4% | 693,804 | $39.3M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.23% | No change | 686,647 | $39.0M |
| Renaissance Technologies | 0.06% | New | 681,240 | $38.6M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Add +3.1% | 664,094 | $37.7M |
| Oppenheimer Asset Management Inc. | 0.45% | Add +1.5% | 655,964 | $37.2M |
| M&T Bank Corp | 0.12% | Add +2.4% | 654,910 | $37.1M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +1.2% | 654,875 | $37.1M |
| St. James Investment Company, LLC | 6.33% | Reduce -4.6% | 645,946 | $36.6M |
| Bank of Montreal | 0.02% | Reduce -66.2% | 612,996 | $34.8M |
| Capital Advisors Inc. | 0.69% | Add +0.6% | 608,887 | $34.5M |
| River Road Asset Management, LLC | 0.45% | Add +10.0% | 602,653 | $34.2M |
| Tocqueville Asset Management L.P. | 0.53% | Reduce -0.3% | 599,645 | $34.0M |
| United Capital Financial Advisors, LLC | 0.29% | Add +28.2% | 599,334 | $34.0M |
| Saturna Capital Corp. | 0.46% | Add +4.1% | 597,643 | $33.9M |
| First Eagle Investment Management, LLC | 0.07% | Add +3.6% | 574,689 | $32.6M |
| Mar Vista Investment Partners LLC | 2.18% | Add +31.1% | 561,274 | $31.8M |
| Stifel Financial Corp. | 0.03% | Add +20.1% | 527,458 | $29.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +17.5% | 493,987 | $28.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +2.1% | 467,492 | $26.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.7% | 433,007 | $24.6M |
| HighTower Advisors, LLC | 0.03% | Add +4.3% | 425,390 | $24.1M |
| Cibc World Market Inc. | 0.06% | Add +1.7% | 424,442 | $24.1M |
| Cardinal Capital Management, Inc. | 0.80% | Add +1.6% | 414,394 | $23.5M |
| Grandfield & Dodd, LLC | 1.44% | Reduce -3.2% | 412,022 | $23.4M |
| Chevy Chase Trust Holdings, LLC | 0.07% | Add +1.1% | 411,204 | $23.3M |
| Compagnie Lombard Odier SCmA | 0.33% | Add +0.3% | 392,000 | $22.2M |
| National Bank of Canada | 0.03% | Add +1.5% | 388,007 | $22.0M |
| Mariner, LLC | 0.04% | Add +5.8% | 387,835 | $22.0M |
| Ingalls & Snyder LLC | 0.81% | Reduce -0.3% | 362,779 | $20.6M |
| Franklin Resources Inc. | 0.01% | Add +3.7% | 359,032 | $20.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -23.7% | 348,444 | $19.8M |
| Sei Investments Co. | 0.02% | Add +8.0% | 340,970 | $19.3M |
| Crossmark Global Holdings, Inc. | 0.35% | Add +10.4% | 337,629 | $19.1M |
| Creative Planning | 0.02% | Add +5.8% | 312,693 | $17.7M |
| GMO | 0.05% | Add +67.6% | 296,176 | $16.8M |
| Townsquare Capital LLC | 0.18% | Add +5.1% | 288,829 | $16.4M |
| Wallace Capital Management Inc. | 2.22% | Reduce -3.6% | 286,379 | $16.2M |
| Yacktman Asset Management | 0.18% | Reduce -3.3% | 271,963 | $15.4M |
| Alpha Cubed Investments, LLC | 0.69% | Add +12.4% | 264,738 | $15.0M |
| Zevin Asset Management LLC | 2.19% | Reduce -2.4% | 262,752 | $14.9M |
| Boston Common Asset Management, LLC | 0.43% | Reduce -20.7% | 262,282 | $14.9M |
| Northstar Asset Management Inc. | 3.90% | Reduce -4.2% | 261,777 | $14.8M |
| MML Investors Services, LLC | 0.05% | Add +19.9% | 254,593 | $14.4M |
| Levin Capital Strategies, L.P. | 1.36% | Add +4.4% | 252,083 | $14.3M |
| Euro Pacific Asset Management, LLC | 3.06% | Reduce -2.2% | 250,238 | $14.2M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -36.9% | 248,281 | $14.1M |
| Polen Capital Management LLC | 0.04% | Reduce -5.3% | 244,122 | $13.8M |
| Kornitzer Capital Management Inc. | 0.27% | Add +48.8% | 242,399 | $13.7M |
| HRT Financial LP | 0.07% | Add +75.5% | 238,978 | $13.6M |
| Scotia Capital Inc. | 0.07% | Reduce -12.4% | 237,916 | $13.5M |
| Modera Wealth Management, LLC | 0.16% | Reduce -1.8% | 236,630 | $13.4M |
| QRG Capital Management, Inc. | 0.14% | Add +6.3% | 235,108 | $13.3M |
| Clark Estates Inc. | 2.58% | No change | 235,000 | $13.3M |
| QV Investors Inc. | 1.35% | Reduce -25.6% | 230,904 | $13.1M |
| Millennium Management | 0.01% | Add +297.3% | 229,487 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +7.0% | 226,017 | $12.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +19.0% | 203,903 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -1.9% | 203,580 | $11.5M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -1.9% | 203,580 | $11.5M |
| Cerity Partners LLC | 0.03% | Reduce -4.8% | 195,097 | $11.5M |
| Matthew Goff Investment Advisor, LLC | 2.02% | Add +0.0% | 191,530 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.0% | 188,344 | $10.7M |
| Manning & Napier Advisors LLC | 0.12% | Reduce -3.5% | 186,842 | $10.6M |
| Capital Fund Management S.A. | 0.10% | Reduce -14.5% | 185,523 | $10.5M |
| Old Mission Capital LLC | 0.24% | Add +51.2% | 184,041 | $10.4M |
| Citigroup Inc. | 0.01% | Reduce -83.7% | 180,193 | $10.2M |
| Rockland Trust Co. | 0.51% | Reduce -2.4% | 178,003 | $10.1M |
| Two Sigma Investments, LP | 0.02% | New | 175,195 | $9.9M |
| ProVise Management Group, LLC | 0.84% | Add +4.4% | 172,993 | $9.8M |
| Cubist Systematic Strategies, LLC | 0.16% | Add +1109.8% | 171,811 | $9.7M |
| American Assets Investment Management, LLC | 0.78% | No change | 170,000 | $9.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.3% | 168,093 | $9.5M |
| Sustainable Growth Advisers, LP | 0.05% | Add +4.8% | 166,562 | $9.4M |
| Cresset Asset Management, LLC | 0.05% | Reduce -37.0% | 165,777 | $9.4M |
| Cary Street Partners Financial LLC | 0.30% | — | 163,509 | $9.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +6.3% | 160,534 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.7% | 159,923 | $9.1M |
| Allworth Financial LP | 0.05% | Add +1351.8% | 161,211 | $9.0M |
| Waverly Advisors, LLC | 0.14% | Add +4.6% | 159,116 | $9.0M |
| Managed Asset Portfolios, LLC | 1.32% | Reduce -14.4% | 157,074 | $8.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +41.6% | 156,469 | $8.9M |
| Nicholas Company, Inc. | 0.14% | Reduce -0.0% | 153,150 | $8.7M |
| Edge Capital Group, LLC | 0.39% | Add +3569.2% | 152,932 | $8.7M |
| Abc Arbitrage SA | 1.23% | — | 151,767 | $8.6M |
| Guardian Capital LP | 0.32% | Add +1.1% | 151,115 | $8.6M |
| Templeton & Phillips Capital Management, LLC | 6.75% | No change | 150,191 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -25.4% | 149,711 | $8.5M |
| NewSquare Capital LLC | 0.68% | Add +0.2% | 149,275 | $8.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +5.6% | 149,114 | $8.5M |
| Systematic Alpha Investments, LLC | 0.31% | No change | 147,881 | $8.4M |
| Quantinno Capital Management LP | 0.08% | Add +32.5% | 147,724 | $8.4M |
| Clean Yield Group | 2.61% | Reduce -1.7% | 144,503 | $8.2M |
| Lowe Brockenbrough & Co. Inc. | 0.52% | Add +1.3% | 143,743 | $8.2M |
| NorthCrest Asset Manangement, LLC | 0.24% | Add +1.1% | 143,017 | $8.1M |
| Jane Street Group, LLC | 0.01% | Reduce -38.0% | 142,047 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.3% | 140,585 | $8.0M |
| US Bancorp \de | 0.01% | Add +6.2% | 138,847 | $7.9M |
| Alerus Financial NA | 0.59% | Reduce -0.1% | 136,875 | $7.8M |
| GFS Advisors, LLC | 1.18% | New | 136,782 | $7.8M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -0.8% | 135,033 | $7.7M |
| Destination Wealth Management | 0.24% | Add +1.4% | 134,650 | $7.6M |
| Sanders Capital, LLC | 0.01% | Reduce -0.7% | 133,480 | $7.6M |
| Oxbow Advisors, LLC | 0.90% | Add +4.3% | 131,776 | $7.5M |
| Advocate Group LLC | 1.40% | Reduce -7.8% | 130,990 | $7.4M |
| XML Financial, LLC | 0.68% | Reduce -4.8% | 130,825 | $7.4M |
| Windle Wealth, LLC | 4.04% | Add +0.6% | 128,871 | $7.3M |
| One Capital Management, LLC | 0.24% | Reduce -0.7% | 127,549 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +2.0% | 127,190 | $7.2M |
| Snowden Capital Advisors LLC | 0.22% | Reduce -4.8% | 124,829 | $7.1M |
| Federated Hermes, Inc. | 0.02% | Reduce -33.3% | 123,084 | $7.0M |
| Focus Partners Wealth | 0.02% | Add +168.7% | 121,225 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 118,098 | $6.7M |
| Cwm, LLC | 0.03% | Reduce -7.9% | 116,446 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.9% | 112,789 | $6.6M |
| Oak Ridge Investments LLC | 0.52% | Add +5.5% | 115,946 | $6.6M |
| Hantz Financial Services, Inc. | 0.11% | Add +79.1% | 113,122 | $6.4M |
| Auxier Asset Management LLC | 0.99% | Reduce -0.1% | 112,568 | $6.4M |
| Bell Bank | 0.47% | Add +18.5% | 111,816 | $6.3M |
| Ethic Inc. | 0.13% | Add +0.7% | 111,654 | $6.3M |
| Hamilton Point Investment Advisors, LLC | 1.12% | Add +2.5% | 109,964 | $6.2M |
| Shufro Rose & Co. LLC | 0.48% | Reduce -1.6% | 109,329 | $6.2M |
| Guyasuta Investment Advisors Inc. | 0.39% | Reduce -2.0% | 109,187 | $6.2M |
| Eldred Rock Partners, LLC | 2.13% | Add +0.2% | 109,171 | $6.2M |
| &partners | 0.07% | Add +149.5% | 109,451 | $6.2M |
| Keating Investment Counselors Inc. | 1.90% | Reduce -0.1% | 107,288 | $6.1M |
| Portland Global Advisors LLC | 0.77% | Add +1.1% | 107,066 | $6.1M |
| Fiera Capital Corp | 0.02% | Reduce -1.2% | 104,458 | $5.9M |
| Moran Wealth Management, LLC | 0.18% | Reduce -3.2% | 101,239 | $5.7M |
| Hennessy Advisors Inc. | 0.17% | Reduce -3.4% | 101,200 | $5.7M |
| Kavar Capital Partners Group, LLC | 0.95% | Reduce -0.0% | 99,073 | $5.6M |
| Coston, McIsaac & Partners | 1.66% | Reduce -1.1% | 98,970 | $5.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +75.3% | 96,600 | $5.5M |
| Todd Asset Management LLC | 0.13% | Add +18.8% | 96,299 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +56.3% | 95,809 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 94,495 | $5.4M |
| tru Independence LLC | 1.64% | Reduce -6.9% | 91,976 | $5.2M |
| Jacobs & Co. | 0.53% | Reduce -5.0% | 91,963 | $5.2M |
| Headinvest, LLC | 0.98% | Reduce -1.2% | 91,895 | $5.2M |
| Butensky & Cohen Financial Security, Inc. | 1.64% | Add +0.2% | 91,869 | $5.2M |
| Stablepoint Partners, LLC | 0.94% | Add +2.1% | 90,510 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +57.1% | 89,713 | $5.1M |
| First Manhattan Co. Llc. | 0.01% | Add +217.7% | 53,519 | $5.1M |
| New England Asset Management Inc. | 0.90% | Reduce -11.6% | 88,740 | $5.0M |
| Evelyn Partners Asset Management Ltd | 1.34% | — | 87,828 | $5.0M |
| Advisory Research Inc. | 0.82% | Reduce -1.1% | 87,503 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.7% | 86,943 | $4.9M |
| Verition Fund Management LLC | 0.03% | Reduce -52.2% | 86,098 | $4.9M |
| Regions Financial Corp. | 0.04% | Reduce -1.8% | 85,523 | $4.8M |
| Motco | 0.48% | Reduce -3.7% | 82,419 | $4.7M |
| Tevis Investment Management | 3.46% | Add +0.3% | 82,280 | $4.7M |
| Lorne Steinberg Wealth Management Inc. | 1.35% | Reduce -0.0% | 82,210 | $4.7M |
| Pinkerton Wealth, LLC | 0.68% | Add +2.9% | 82,116 | $4.7M |
| Morningstar Investment Services LLC | 0.42% | Reduce -86.5% | 82,013 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 81,850 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +7.8% | 81,652 | $4.6M |
| Mackenzie Financial Corp. | 0.01% | New | 81,443 | $4.6M |
| WCM Investment Management, LLC | 0.01% | Add +166.4% | 81,313 | $4.6M |
| Farther Finance Advisors, LLC | 0.17% | Add +69.9% | 80,747 | $4.6M |
| NewEdge Wealth, LLC | 0.08% | Add +2.9% | 79,942 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +4.6% | 79,191 | $4.5M |
| Becker Capital Management Inc. | 0.15% | Reduce -15.0% | 79,167 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +12.4% | 78,227 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.8% | 78,055 | $4.4M |
| Gabelli Funds LLC | 0.03% | Reduce -2.6% | 77,769 | $4.4M |
| Capital Investment Counsel, LLC | 0.73% | Add +0.0% | 77,567 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +351.1% | 77,150 | $4.4M |
| Bonness Enterprises Inc. | 1.51% | No change | 76,040 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -68.3% | 75,717 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +7.5% | 74,563 | $4.2M |
| Arlington Partners LLC | 1.64% | Add +7.5% | 74,367 | $4.2M |
| Bayesian Capital Management, LP | 0.51% | New | 73,500 | $4.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +22.7% | 73,077 | $4.1M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +1.4% | 72,278 | $4.1M |
| Gilman Hill Asset Management, LLC | 0.71% | Add +11.4% | 71,972 | $4.1M |
| Reynders McVeigh Capital Management, LLC | 0.21% | Reduce -2.5% | 71,145 | $4.0M |
| Sandy Spring Bank | 0.16% | Reduce -2.9% | 70,922 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -1.0% | 70,620 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +35.0% | 70,571 | $4.0M |
| World Investment Advisors | 0.11% | Add +38.5% | 70,557 | $4.0M |
| XTX Topco Ltd | 0.33% | Add +42.1% | 70,140 | $4.0M |
| Haverford Trust Co | 0.04% | Reduce -7.2% | 70,083 | $4.0M |
| Tweedy, Browne Co LLC | 0.26% | Reduce -2.1% | 68,803 | $3.9M |
| Mutual Advisors, LLC | 0.11% | Add +2.9% | 69,935 | $3.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.5% | 67,447 | $3.8M |
| Trajan Wealth LLC | 0.21% | Add +11.1% | 67,308 | $3.8M |
| Royce & Associates LP | 0.03% | Add +8.2% | 66,000 | $3.7M |
| Beacon Bank & Trust | 0.87% | Add +1.4% | 65,613 | $3.7M |
| Heartland Advisors Inc. | 0.20% | Add +16.6% | 65,314 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +3.4% | 64,935 | $3.7M |
| Autumn Glory Partners, LLC | 1.80% | Reduce -16.7% | 64,805 | $3.7M |
| Beacon Financial Group | 0.39% | Reduce -2.2% | 64,586 | $3.7M |
| Logan Capital Management Inc. | 0.15% | Add +1.6% | 64,489 | $3.7M |
| Bleakley Financial Group, LLC | 0.11% | Add +5.4% | 64,430 | $3.7M |
| Keybank National Association | 0.01% | Reduce -1.1% | 63,247 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.6% | 62,386 | $3.5M |
| Stephens Inc. | 0.05% | Add +8.2% | 61,192 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Reduce -12.5% | 61,081 | $3.5M |
| Allen Capital Group, LLC | 0.42% | Add +8.5% | 61,039 | $3.5M |
| Summit Global Investments | 0.22% | Add +58.1% | 60,779 | $3.4M |
| Courier Capital LLC | 0.23% | Reduce -5.2% | 59,685 | $3.4M |
| Squarepoint Ops LLC | 0.01% | Add +246.2% | 59,111 | $3.4M |
| SGL Investment Advisors, Inc. | 1.69% | Add +1.6% | 55,752 | $3.3M |
| Quantbot Technologies LP | 0.12% | Add +41.0% | 57,935 | $3.3M |
| Grey Ledge Advisors, LLC | 0.83% | Add +1.5% | 56,860 | $3.2M |
| Old Port Advisors | 0.92% | Reduce -0.5% | 56,681 | $3.2M |
| Naviter Wealth, LLC | 0.39% | Reduce -2.3% | 56,550 | $3.2M |
| apricus wealth, LLC | 2.08% | Reduce -2.1% | 56,516 | $3.2M |
| Dakota Wealth Management | 0.07% | Reduce -3.8% | 56,138 | $3.2M |
| JPL Wealth Management, LLC | 0.91% | — | 56,115 | $3.2M |
| Prentiss Smith & Co. Inc. | 2.08% | Reduce -0.0% | 56,066 | $3.2M |
| DRW Securities, LLC | 0.21% | Add +140.0% | 56,041 | $3.2M |
| Zions Bancorporation, N.A. | 0.20% | Add +63.3% | 55,596 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +187.4% | 55,190 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +8.7% | 55,031 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +9.5% | 54,981 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +17.2% | 54,951 | $3.1M |
| Redmond Asset Management, LLC | 0.78% | Add +0.8% | 54,859 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.8% | 54,557 | $3.1M |
| Fullcircle Wealth LLC | 1.26% | Reduce -1.3% | 55,195 | $3.1M |
| Rhumbline Advisers | 0.00% | Reduce -8.3% | 54,192 | $3.1M |
| Strategic Advisors LLC | 0.56% | Reduce -5.3% | 54,112 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -1.2% | 53,482 | $3.0M |
| Kanawha Capital Management LLC | 0.24% | Reduce -1.6% | 52,988 | $3.0M |
| Meridian Wealth Management, LLC | 0.14% | Add +0.5% | 52,751 | $3.0M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -3.2% | 52,221 | $3.0M |
| JCIC Asset Management Inc. | 1.20% | Add +1.7% | 52,100 | $3.0M |
| Hall Laurie J Trustee | 0.97% | Reduce -1.4% | 51,995 | $2.9M |
| Bar Harbor Wealth Management | 0.19% | Add +6.1% | 50,688 | $2.9M |
| Naples Global Advisors, LLC | 0.27% | Reduce -0.2% | 50,676 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -22.9% | 50,660 | $2.9M |
| Guardian Partners Inc. | 0.29% | — | 50,600 | $2.8M |
| Norden Group LLC | 0.32% | Reduce -1.4% | 49,443 | $2.8M |
| Benedict Financial Advisors Inc. | 0.68% | Reduce -0.2% | 49,176 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Add +6.4% | 48,657 | $2.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -2.3% | 47,411 | $2.8M |
| Prosperity Consulting Group, LLC | 0.21% | Reduce -6.0% | 48,308 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +9.5% | 48,171 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -6.2% | 48,102 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +1.0% | 47,847 | $2.7M |
| Foresight Capital Management Advisors, Inc. | 1.59% | Add +3.0% | 47,813 | $2.7M |
| IFP Advisors, Inc | 0.09% | Add +833.4% | 47,726 | $2.7M |
| Kennon-Green & Company, LLC | 2.34% | Reduce -1.1% | 47,662 | $2.7M |
| Natural Investments, LLC | 0.74% | — | 47,456 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +21.3% | 47,269 | $2.7M |
| Callahan Advisors, LLC | 0.25% | No change | 46,100 | $2.6M |
| Argent Trust Co | 0.10% | Add +34.1% | 45,387 | $2.6M |
| Pavion Blue Capital, LLC | 1.20% | Reduce -1.1% | 45,240 | $2.6M |
| Portside Wealth Group, LLC | 0.42% | Reduce -0.3% | 45,216 | $2.6M |
| WCG Wealth Advisors LLC | 0.17% | Add +27.6% | 45,087 | $2.6M |
| Ritholtz Wealth Management | 0.07% | Reduce -20.2% | 45,031 | $2.6M |
| Capital Insight Partners, LLC | 0.44% | Add +4.9% | 44,511 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 44,045 | $2.5M |
| Texas Yale Capital Corp. | 0.10% | Reduce -1.3% | 43,970 | $2.5M |
| Moors & Cabot, Inc. | 0.12% | Add +7.2% | 43,385 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | New | 43,289 | $2.5M |
| Choreo, LLC | 0.04% | Add +17.4% | 43,210 | $2.5M |
| Columbus Macro, LLC | 0.34% | Add +58.5% | 42,656 | $2.4M |
| Empowered Funds, LLC | 0.04% | Add +0.3% | 42,541 | $2.4M |
| SevenBridge Financial Group, LLC | 0.46% | Reduce -6.9% | 40,872 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -82.5% | 42,450 | $2.4M |
| Parr McKnight Wealth Management Group, LLC | 0.34% | — | 42,428 | $2.4M |
| Hedges Asset Management LLC | 1.58% | No change | 42,300 | $2.4M |
| Signaturefd, LLC | 0.05% | Add +4.7% | 42,242 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | No change | 42,212 | $2.4M |
| Aquatic Capital Management LLC | 0.06% | New | 42,000 | $2.4M |
| SkyOak Wealth, LLC | 0.51% | Add +5.8% | 41,641 | $2.4M |
| Perpetual Ltd | 0.03% | Reduce -34.0% | 41,260 | $2.3M |
| W1M Asset Management Ltd | 0.20% | Reduce -2.2% | 41,137 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +551.9% | 41,063 | $2.3M |
| Arvest Bank Trust Division | 0.14% | Reduce -3.4% | 40,974 | $2.3M |
| Eastern Bank | 0.04% | Reduce -4.5% | 40,944 | $2.3M |
| Anchor Investment Management, LLC | 0.22% | Reduce -3.6% | 40,874 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -7.6% | 40,720 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Add +4.1% | 40,580 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -9.0% | 39,937 | $2.3M |
| Forte Capital LLC | 0.25% | Reduce -0.8% | 39,890 | $2.3M |
| Cardinal Capital Management | 0.35% | Add +0.8% | 39,777 | $2.3M |
| Timber Creek Capital Management LLC | 0.65% | Add +0.2% | 39,622 | $2.2M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -16.1% | 39,059 | $2.2M |
| Regatta Capital Group, LLC | 0.43% | Add +3.0% | 38,845 | $2.2M |
| Optimist Retirement Group LLC | 1.04% | Reduce -1.3% | 38,644 | $2.2M |
| Mgo One Seven LLC | 0.08% | Add +28.0% | 38,546 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +43.6% | 38,271 | $2.2M |
| Earnest Partners LLC | 0.01% | Reduce -1.1% | 37,985 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -10.8% | 37,936 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +28.4% | 37,759 | $2.1M |
| BTC Capital Management, Inc. | 0.20% | Add +8.4% | 37,958 | $2.1M |
| Calamos Wealth Management LLC | 0.11% | Add +39.3% | 37,437 | $2.1M |
| Martin Capital Partners, LLC | 2.47% | Reduce -59.1% | 36,709 | $2.1M |
| Pathway Financial Advisers, LLC | 0.70% | Add +0.4% | 36,700 | $2.1M |
| Verdence Capital Advisors LLC | 0.17% | Add +1.1% | 36,547 | $2.1M |
| State Street Corp. | 0.00% | Reduce -14.3% | 36,017 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +4.7% | 35,898 | $2.0M |
| Trust Co. of Vermont | 0.10% | Reduce -5.0% | 35,548 | $2.0M |
| Procyon Advisors, LLC | 0.13% | Add +357.4% | 35,333 | $2.0M |
| Founders Financial Securities LLC | 0.18% | Add +86.1% | 35,220 | $2.0M |
| Caprock Group, LLC | 0.06% | Reduce -10.7% | 34,902 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | New | 34,900 | $2.0M |
| Lester Murray Antman dba SimplyRich | 0.56% | Add +1.1% | 34,755 | $2.0M |
| Three Bridge Wealth Advisors, LLC | 0.69% | Add +0.6% | 34,740 | $2.0M |
| Greenwood Capital Associates LLC | 0.26% | Add +2.2% | 34,717 | $2.0M |
| Beach Investment Counsel Inc. | 0.26% | Reduce -22.6% | 34,552 | $2.0M |
| Bard Financial Services, Inc. | 0.23% | No change | 34,450 | $2.0M |
| Westhampton Capital, LLC | 1.00% | Add +0.0% | 34,369 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -31.9% | 34,112 | $1.9M |
| Horizon Investments, LLC | 0.05% | Add +94.1% | 33,546 | $1.9M |
| Quadcap Wealth Management, LLC | 0.28% | Reduce -2.8% | 33,452 | $1.9M |
| AQR Capital Management | 0.00% | Add +122.2% | 33,420 | $1.9M |
| Aviso Financial Inc. | 0.10% | Add +2.9% | 33,172 | $1.9M |
| Americana Partners, LLC | 0.08% | Reduce -6.0% | 33,077 | $1.9M |
| Financial Gravity Companies, Inc. | 0.43% | Add +3.0% | 33,014 | $1.9M |
| Parsons Capital Management Inc. | 0.10% | Add +367.8% | 32,809 | $1.9M |
| Choate Investment Advisors | 0.04% | Reduce -3.5% | 32,752 | $1.9M |
| Pacifica Partners Inc. | 0.79% | Reduce -3.6% | 32,345 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | Reduce -0.5% | 32,001 | $1.8M |
| Entropy Technologies, LP | 0.19% | New | 31,915 | $1.8M |
| Drexel Morgan & Co. | 0.37% | No change | 31,372 | $1.8M |
| Arvest Investments, Inc. | 0.28% | Reduce -6.7% | 31,250 | $1.8M |
| Engineers Gate Manager LP | 0.03% | New | 31,244 | $1.8M |
| Auxano Advisors, LLC | 0.44% | Add +1.7% | 30,840 | $1.7M |
| Qtron Investments LLC | 0.24% | No change | 30,502 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -2.5% | 30,483 | $1.7M |
| Walleye Capital LLC | 0.02% | Add +1035.4% | 30,305 | $1.7M |
| Inlet Private Wealth, LLC | 0.45% | Reduce -9.3% | 30,295 | $1.7M |
| Buffington Mohr McNeal | 0.28% | Add +2.2% | 30,105 | $1.7M |
| HM Payson & Co. | 0.03% | No change | 30,017 | $1.7M |
| RBF Capital, LLC | 0.09% | No change | 30,000 | $1.7M |
| Delta Capital Management LLC | 0.98% | Reduce -2.5% | 29,840 | $1.7M |
| Schechter Investment Advisors, LLC | 0.13% | Reduce -3.0% | 29,727 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.59% | Reduce -2.4% | 29,298 | $1.7M |
| Altman Advisors, Inc. | 0.71% | Add +1.8% | 29,169 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +15.0% | 29,151 | $1.7M |
| Ellevest, Inc. | 0.09% | Reduce -4.0% | 28,986 | $1.6M |
| Compound Planning, Inc. | 0.08% | Add +10.6% | 28,860 | $1.6M |
| ICW Investment Advisors LLC | 0.68% | Add +0.3% | 28,741 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.9% | 28,598 | $1.6M |
| Tectonic Advisors LLC | 0.11% | Add +0.8% | 28,538 | $1.6M |
| Signet Investment Advisory Group, Inc. | 0.81% | Add +0.7% | 27,953 | $1.6M |
| Pullen Investment Management, LLC | 1.02% | Reduce -10.5% | 27,706 | $1.6M |
| Gibbs Wealth Management | 0.42% | Add +22.3% | 27,621 | $1.6M |
| MAI Capital Management | 0.01% | Add +8.7% | 27,389 | $1.6M |
| Lineweaver Wealth Advisors, LLC | 0.28% | Add +3.2% | 27,124 | $1.5M |
| Vident Advisory, LLC | 0.03% | Add +5.3% | 27,106 | $1.5M |
| Voya Financial Advisors, Inc. | 0.17% | Add +30.1% | 26,891 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.39% | Add +0.8% | 26,636 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -2.0% | 26,306 | $1.5M |
| Narwhal Capital Management | 0.13% | Reduce -0.8% | 26,185 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.12% | Reduce -0.5% | 26,134 | $1.5M |
| Ceera Investments, LLC | 0.51% | Reduce -8.8% | 26,090 | $1.5M |
| Diversify Wealth Management, LLC | 0.12% | Add +12.7% | 26,789 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +144.7% | 25,957 | $1.5M |
| Capstone Financial Advisors, Inc. | 0.09% | Add +0.8% | 25,882 | $1.5M |
| Empire Financial Management Company, LLC | 0.45% | Add +456.8% | 25,310 | $1.4M |
| Intrust Bank NA | 0.15% | Add +13.2% | 25,258 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.5% | 25,173 | $1.4M |
| Vise Technologies, Inc. | 0.12% | Reduce -0.3% | 25,036 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -28.2% | 24,775 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +2.3% | 24,275 | $1.4M |
| Guardian Wealth Management, Inc. | 0.94% | Reduce -8.6% | 24,274 | $1.4M |
| Nia Impact Advisors, LLC | 0.45% | Add +0.5% | 24,169 | $1.4M |
| Dodge & Cox | 0.00% | No change | 23,900 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +28.4% | 23,491 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +2.6% | 23,261 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +1.7% | 22,872 | $1.3M |
| American Capital Advisory, LLC | 0.72% | Reduce -2.9% | 22,776 | $1.3M |
| Slocum, Gordon & Co LLP | 1.06% | Reduce -18.9% | 22,775 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -0.1% | 22,650 | $1.3M |
| Rodgers Brothers Inc. | 0.16% | No change | 22,067 | $1.3M |
| Waldron Private Wealth LLC | 0.05% | Reduce -2.5% | 22,045 | $1.2M |
| Syon Capital LLC | 0.11% | Reduce -6.2% | 22,011 | $1.2M |
| Abundance Wealth Counselors | 0.27% | Add +1.6% | 21,896 | $1.2M |
| Long Run Wealth Advisors, LLC | 0.30% | Add +9.6% | 21,900 | $1.2M |
| Keystone Financial Group | 0.12% | Reduce -0.6% | 21,856 | $1.2M |
| Bollard Group LLC | 0.03% | Reduce -1.4% | 21,672 | $1.2M |
| Kimelman & Baird, LLC | 0.10% | No change | 21,610 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.82% | No change | 21,488 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -0.8% | 21,390 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +0.5% | 21,354 | $1.2M |
| SBI Securities Co., Ltd. | 0.04% | — | 21,320 | $1.2M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -2.2% | 21,265 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 21,170 | $1.2M |
| Semmax Financial Advisors Inc. | 0.32% | Add +30.9% | 21,426 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +113.9% | 21,067 | $1.2M |
| Bank of Nova Scotia Trust Co. | 0.12% | Reduce -0.1% | 20,875 | $1.2M |
| Catalyst Capital Advisors LLC | 0.03% | Reduce -8.8% | 20,760 | $1.2M |
| Commerce Bank | 0.01% | Reduce -0.6% | 20,704 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 20,678 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | New | 20,560 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +22.8% | 20,536 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.0% | 20,504 | $1.2M |
| Ativo Capital Management LLC | 1.15% | Reduce -1.9% | 20,480 | $1.2M |
| Synovus Financial Corp. | 0.01% | Reduce -13.8% | 20,440 | $1.2M |
| Callan Family Office, LLC | 0.07% | New | 20,354 | $1.2M |
| Radnor Capital Management, LLC | 0.19% | Reduce -5.2% | 20,261 | $1.1M |
| Huntington National Bank | 0.01% | Add +6.4% | 20,048 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Reduce -6.7% | 20,038 | $1.1M |
| Legacy Capital Group California, Inc. | 0.34% | Add +29.7% | 19,932 | $1.1M |
| Eley Financial Management, Inc | 0.44% | Add +1.1% | 19,930 | $1.1M |
| Unique Wealth Strategies, LLC | 0.50% | Add +17.9% | 19,895 | $1.1M |
| Aigen Investment Management, LP | 0.20% | New | 19,839 | $1.1M |
| Sigma Planning Corp | 0.04% | Reduce -20.0% | 19,823 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +23.9% | 19,261 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +17.2% | 19,657 | $1.1M |
| Chesapeake Asset Management LLC | 1.04% | Reduce -23.4% | 19,602 | $1.1M |
| Tower Bridge Advisors | 0.12% | Reduce -1.0% | 19,595 | $1.1M |
| Allen Wealth Management, LLC | 0.79% | Reduce -3.0% | 19,498 | $1.1M |
| Quadrant Capital Group LLC | 0.08% | Add +10.4% | 19,489 | $1.1M |
| Larson Financial Group LLC | 0.06% | Add +3.0% | 19,260 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 19,215 | $1.1M |
| Mitchell & Pahl Private Wealth, LLC | 0.51% | Add +7.6% | 19,137 | $1.1M |
| River Wealth Advisors LLC | 0.14% | Reduce -9.8% | 19,093 | $1.1M |
| Aaron Wealth Advisors LLC | 0.12% | Add +14.1% | 18,975 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -1.3% | 18,874 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.0% | 18,827 | $1.1M |
| Fox Run Management, L.L.C. | 0.19% | Add +15.7% | 18,754 | $1.1M |
| Northstar Group, Inc. | 0.18% | No change | 18,738 | $1.1M |
| GoalVest Advisory LLC | 0.29% | Reduce -0.1% | 18,650 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +13.4% | 18,569 | $1.1M |
| First Affirmative Financial Network | 0.61% | Add +4.4% | 18,555 | $1.1M |
| Arjuna Capital | 0.28% | Reduce -20.7% | 18,474 | $1.0M |
| Columbia Asset Management | 0.20% | Reduce -8.1% | 18,265 | $1.0M |
| Weatherly Asset Management L. P. | 0.09% | Reduce -1.6% | 18,142 | $1.0M |
| Bridgewater Advisors Inc. | 0.11% | Add +13.3% | 18,781 | $1.0M |
| Marietta Investment Partners LLC | 0.22% | Add +460.2% | 17,993 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +23.0% | 17,927 | $1.0M |
| HF Advisory Group, LLC | 0.47% | Add +6.5% | 17,920 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -11.1% | 17,797 | $1.0M |
| Checchi Capital Advisers, LLC | 0.08% | Add +0.4% | 17,723 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Add +3.1% | 17,628 | $1000K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.0% | 17,610 | $999K |
| FSB Premier Wealth Management, Inc. | 0.40% | Add +21.7% | 17,516 | $993K |
| William Blair Investment Management, LLC | 0.00% | Reduce -29.4% | 17,386 | $986K |
| Evelyn Partners Investment Management LLP | 0.03% | — | 17,340 | $983K |
| Coldstream Capital Management Inc. | 0.02% | Add +0.9% | 17,282 | $980K |
| Evergreen Capital Management LLC | 0.03% | Add +24.9% | 17,225 | $977K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +26.4% | 17,085 | $969K |
| First Pacific Financial | 0.22% | Reduce -2.0% | 17,007 | $964K |
| Marks Group Wealth Management, Inc | 0.10% | Reduce -0.7% | 17,006 | $964K |
| Hilltop Holdings Inc. | 0.06% | Reduce -12.0% | 16,985 | $963K |
| Henshaw Capital LLC | 0.04% | Add +40.3% | 16,969 | $962K |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.5% | 16,872 | $956K |
| Curbstone Financial Management Corp | 0.20% | No change | 16,728 | $948K |
| Wynn Capital, LLC | 0.59% | Add +2.3% | 16,590 | $941K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +118.0% | 16,532 | $938K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +2.2% | 16,518 | $937K |
| Great Lakes Retirement, Inc. | 0.12% | Reduce -2.2% | 16,300 | $924K |
| Pitcairn Co. | 0.05% | Add +12.4% | 16,291 | $924K |
| Exchange Capital Management, Inc. | 0.15% | Add +0.7% | 16,209 | $919K |
| Legacy Financial Advisors, Inc. | 0.15% | Add +2.0% | 16,182 | $918K |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 16,101 | $913K |
| Salvus Wealth Management, LLC | 0.58% | Reduce -0.4% | 16,090 | $912K |
| Essex Financial Services, Inc. | 0.06% | Reduce -4.7% | 16,078 | $912K |
| Integrated Wealth Concepts LLC | 0.01% | Add +36.1% | 16,058 | $910K |
| Insigneo Advisory Services, LLC | 0.09% | Add +12.2% | 15,995 | $907K |
| LCM Capital Management Inc | 0.51% | Add +0.3% | 15,946 | $904K |
| TD Private Client Wealth LLC | 0.03% | Reduce -5.2% | 15,858 | $899K |
| Twin City Private Wealth, LLC | 0.79% | Add +48.4% | 15,809 | $896K |
| Leisure Capital Management | 0.35% | Reduce -4.7% | 15,745 | $893K |
| Legacy Capital Wealth Partners, LLC | 0.22% | Add +26.0% | 15,737 | $892K |
| Bailard, Inc. | 0.02% | Add +4.3% | 15,635 | $887K |
| Meriwether Wealth & Planning, LLC | 0.63% | — | 15,528 | $880K |
| Spire Wealth Management | 0.03% | Reduce -6.3% | 15,510 | $879K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 15,468 | $877K |
| Israel Discount Bank of New York | 0.63% | No change | 15,323 | $869K |
| Raelipskie Partnership | 0.42% | Add +5.8% | 15,082 | $855K |
| Highland Capital Management, LLC | 0.05% | Reduce -53.0% | 14,936 | $847K |
| Old National Bancorp | 0.02% | Reduce -0.1% | 14,924 | $846K |
| Murphy Pohlad Asset Management LLC | 0.36% | No change | 14,750 | $836K |
| Drucker Wealth 3.0, LLC | 0.19% | Reduce -3.1% | 14,628 | $829K |
| Wealthspire Advisors, LLC | 0.01% | Add +4.6% | 14,622 | $829K |
| Axxcess Wealth Management, LLC | 0.02% | Add +53.7% | 14,481 | $821K |
| Welch & Forbes LLC | 0.01% | Reduce -0.9% | 14,422 | $818K |
| Raab & Moskowitz Asset Management LLC | 0.20% | Add +1.7% | 14,414 | $817K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 14,391 | $816K |
| Lido Advisors, LLC | 0.01% | Reduce -9.7% | 14,348 | $814K |
| Merit Financial Group, LLC | 0.01% | Add +45.5% | 14,321 | $812K |
| WR Wealth Planners, LLC | 0.26% | Reduce -10.5% | 14,269 | $809K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.8% | 14,226 | $807K |
| Cadence Bank | 0.05% | Add +0.6% | 14,175 | $804K |
| Dearborn Partners LLC | 0.03% | Add +0.2% | 14,166 | $803K |
| Virtu Financial LLC | 0.04% | Reduce -10.3% | 14,155 | $803K |
| Hartford Funds Management Co LLC | 0.07% | Add +7.1% | 14,157 | $803K |
| Berkeley Capital Partners, LLC | 0.22% | Add +0.6% | 14,127 | $801K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -14.7% | 14,024 | $795K |
| NorthCoast Asset Management LLC | 0.00% | Add +9.3% | 13,993 | $793K |
| Ieq Capital, LLC | 0.01% | Add +15.7% | 13,946 | $791K |
| First Bank & Trust | 0.15% | Reduce -36.7% | 13,863 | $786K |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -2.0% | 13,845 | $785K |
| Potentia Wealth | 0.35% | — | 13,816 | $783K |
| BIP Wealth, LLC | 0.05% | Reduce -0.6% | 13,779 | $781K |
| Excalibur Management Corp. | 0.31% | Reduce -0.1% | 13,731 | $779K |
| Retirement Guys Formula LLC | 0.39% | Add +10.8% | 13,670 | $775K |
| North Star Investment Management Corp. | 0.05% | Add +8.3% | 13,602 | $771K |
| Modern Wealth Management, LLC | 0.03% | Add +1.1% | 13,598 | $771K |
| Mengis Capital Management, Inc. | 0.16% | Reduce -2.2% | 13,562 | $769K |
| Blue Trust, Inc. | 0.01% | Reduce -26.7% | 13,541 | $768K |
| Tudor Investment Corporation | 0.01% | New | 13,496 | $765K |
| Northeast Investment Management | 0.03% | Reduce -25.3% | 13,328 | $756K |
| PAX Financial Group, LLC | 0.14% | Add +14.2% | 13,312 | $755K |
| Lake Street Advisors Group, LLC | 0.03% | Add +0.4% | 13,257 | $752K |
| Fayez Sarofim & Co | 0.00% | No change | 13,237 | $751K |
| Global View Capital Management LLC | 0.26% | — | 13,246 | $749K |
| BCGM Wealth Management, LLC | 0.24% | Reduce -6.0% | 13,176 | $747K |
| Cerro Pacific Wealth Advisors LLC | 0.25% | Add +0.1% | 11,455 | $744K |
| Aberdeen Wealth Management LLC | 0.51% | Reduce -9.4% | 13,077 | $741K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -6.6% | 13,005 | $737K |
| Boit C F David | 0.37% | No change | 13,000 | $737K |
| Roundview Capital LLC | 0.05% | Reduce -3.7% | 12,999 | $737K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -9.1% | 12,799 | $726K |
| Global Retirement Partners, LLC | 0.02% | Reduce -2.3% | 12,753 | $723K |
| Bridges Investment Management Inc. | 0.01% | No change | 12,690 | $720K |
| Confluence Investment Management LLC | 0.01% | Reduce -3.7% | 12,639 | $717K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +11.4% | 12,610 | $715K |
| Fifth Third Bancorp | 0.00% | Add +1.0% | 12,567 | $713K |
| Liberty One Investment Management, LLC | 0.08% | Reduce -6.2% | 12,528 | $710K |
| BKM Wealth Management, LLC | 0.29% | Reduce -0.7% | 12,489 | $708K |
| FLC Capital Advisors | 0.16% | Reduce -3.6% | 12,299 | $697K |
| Phraction Management LLC | 0.26% | No change | 12,280 | $696K |
| Banco de Sabadell, S.A | 0.54% | Reduce -3.7% | 12,208 | $692K |
| Keystone Financial Services | 0.26% | Add +5.7% | 12,174 | $690K |
| Flputnam Investment Management Co. | 0.01% | Reduce -10.6% | 12,117 | $687K |
| Geneos Wealth Management Inc. | 0.02% | Add +14.9% | 12,114 | $687K |
| Voloridge Investment Management, LLC | 0.00% | New | 12,048 | $683K |
| GAMCO Investors | 0.01% | Reduce -3.8% | 11,999 | $680K |
| InTrack Investment Management Inc | 0.47% | Reduce -18.3% | 12,282 | $672K |
| Ameritas Advisory Services, LLC | 0.02% | Add +13.1% | 11,852 | $672K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +66.3% | 11,848 | $672K |
| Smartleaf Asset Management LLC | 0.07% | Add +262.6% | 11,825 | $671K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -90.4% | 11,835 | $671K |
| Forum Financial Management, LP | 0.01% | Add +90.3% | 11,728 | $665K |
| Smart Money Group LLC | 0.23% | Add +10.4% | 11,658 | $661K |
| Mezzasalma Advisors, LLC | 0.21% | Add +16.7% | 11,656 | $661K |
| Garner Asset Management Corp | 0.30% | Reduce -3.7% | 11,620 | $659K |
| Garrett Wealth Advisory Group, LLC | 0.15% | Add +6.8% | 11,605 | $658K |
| Navellier & Associates Inc. | 0.08% | No change | 11,492 | $652K |
| Transcend Capital Advisors, LLC | 0.05% | Add +2.5% | 11,485 | $651K |
| IHT Wealth Management, LLC | 0.02% | Reduce -31.6% | 11,483 | $651K |
| Baker Tilly Wealth Management, LLC | 0.25% | Add +218.9% | 11,456 | $650K |
| Sandy Cove Advisors, LLC | 0.25% | Add +0.3% | 11,361 | $644K |
| Mission Wealth Management, LP | 0.02% | Add +7.6% | 11,338 | $643K |
| Level Four Advisory Services, LLC | 0.03% | Add +11.6% | 11,319 | $642K |
| Shelton Capital Management | 0.02% | Reduce -1.7% | 11,247 | $638K |
| Manchester Capital Management LLC | 0.07% | No change | 11,142 | $632K |
| Strategic Global Advisors, LLC | 0.12% | Reduce -0.8% | 11,118 | $630K |
| Avior Wealth Management, LLC | 0.02% | Reduce -4.1% | 10,930 | $620K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.6% | 10,832 | $614K |
| Rathbones Group PLC | 0.00% | Reduce -3.2% | 10,768 | $613K |
| Old North State Trust, LLC | 0.39% | Add +0.3% | 10,728 | $608K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.2% | 10,714 | $607K |
| Cozad Asset Management Inc. | 0.06% | Add +7.5% | 10,651 | $604K |
| Bond & Devick Financial Network, Inc. | 0.26% | No change | 9,261 | $602K |
| GAMMA Investing LLC | 0.05% | Reduce -0.9% | 10,583 | $600K |
| Brighton Jones LLC | 0.02% | Add +5.4% | 10,572 | $599K |
| PFG Investments, LLC | 0.04% | Reduce -0.7% | 10,533 | $597K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -4.3% | 10,504 | $596K |
| Ascentis Independent Advisors | 0.11% | Add +49.8% | 10,501 | $595K |
| Physicians Financial Services, Inc. | 0.18% | Reduce -2.1% | 10,497 | $595K |
| Marcum Wealth, LLC | 0.05% | Add +24.9% | 10,478 | $594K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 10,346 | $587K |
| Financial & Tax Architects, LLC | 0.15% | Add +11.1% | 10,335 | $586K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.7% | 10,290 | $583K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -3.2% | 10,507 | $579K |
| Range Financial Group LLC | 0.27% | Add +216.2% | 10,215 | $579K |
| Red Door Wealth Management, LLC | 0.09% | Add +4.7% | 10,207 | $579K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +21.4% | 10,195 | $578K |
| Glenview Trust Co | 0.01% | No change | 10,179 | $577K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.6% | 10,384 | $576K |
| Colonial Trust Co / SC | 0.09% | No change | 10,085 | $572K |
| Quotient Wealth Partners, LLC | 0.02% | Add +22.9% | 10,082 | $572K |
| UMB Bank, n.a. | 0.01% | Reduce -40.9% | 10,018 | $568K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.9% | 9,956 | $565K |
| Tranquilli Financial Advisor LLC | 0.36% | Add +25.3% | 9,954 | $564K |
| Ignite Planners, LLC | 0.12% | Add +4.2% | 9,877 | $558K |
| LGL Partners, LLC | 0.08% | Add +0.9% | 9,770 | $554K |
| Peregrine Asset Advisers, Inc. | 0.20% | Reduce -3.5% | 9,575 | $543K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -48.2% | 9,202 | $542K |
| Strive Asset Management, LLC | 0.41% | — | 9,536 | $541K |
| Independence Bank of Kentucky | 0.08% | Add +252.3% | 9,477 | $537K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -10.6% | 9,476 | $537K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.4% | 9,432 | $535K |
| Powers Advisory Group, LLC | 0.27% | Add +0.3% | 9,394 | $533K |
| West Family Investments, Inc. | 0.18% | Reduce -1.6% | 9,334 | $529K |
| Avantra Family Wealth, Inc. | 0.49% | — | 9,327 | $529K |
| PDS Planning, Inc | 0.05% | Reduce -0.3% | 9,314 | $528K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +5.7% | 9,269 | $526K |
| Private Trust Co. NA | 0.05% | Add +6.6% | 9,252 | $525K |
| Riverwater Partners LLC | 0.26% | No change | 9,251 | $525K |
| Pinion Investment Advisors, LLC | 0.21% | Add +1.9% | 9,250 | $524K |
| Thomasville National Bank | 0.04% | Reduce -0.3% | 9,239 | $524K |
| Wealth Alliance, LLC | 0.06% | Reduce -2.1% | 9,198 | $522K |
| Sage Rhino Capital LLC | 0.11% | Reduce -1.1% | 9,122 | $517K |
| First Hawaiian Bank | 0.02% | Add +3.2% | 9,108 | $516K |
| Malaga Cove Capital, LLC | 0.20% | Add +1.1% | 9,074 | $514K |
| Wescott Financial Advisory Group, LLC | 0.05% | No change | 9,032 | $512K |
| Boston Trust Walden Corp | 0.00% | Add +0.7% | 9,030 | $512K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.0% | 9,016 | $511K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.3% | 9,012 | $511K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -14.1% | 8,958 | $508K |
| King Luther Capital Management Corp. | 0.00% | Add +12.7% | 8,956 | $508K |
| FORA Capital, LLC | 0.06% | New | 8,939 | $507K |
| DecisionMap Wealth Management, LLC | 0.40% | — | 8,936 | $507K |
| Brucke Financial, Inc. | 0.44% | — | 8,825 | $506K |
| Value Partners Investments Inc. | 0.28% | Add +1.8% | 8,907 | $505K |
| ICONIQ Capital, LLC | 0.01% | Add +50.4% | 8,899 | $505K |
| Jacobi Capital Management LLC | 0.04% | Add +0.1% | 8,892 | $504K |
| Principle Wealth Partners LLC | 0.04% | Add +4.8% | 8,874 | $503K |
| Callan Capital, LLC | 0.04% | Reduce -9.8% | 8,866 | $503K |
| Hilltop National Bank | 0.15% | Reduce -1.1% | 8,835 | $501K |
| Banco Santander, S.A. | 0.01% | Reduce -2.2% | 8,810 | $500K |
| Aprio Wealth Management, LLC | 0.07% | Add +18.8% | 8,775 | $498K |
| RS Crum Inc. | 0.12% | Reduce -1.6% | 8,725 | $495K |
| Phillips Wealth Planners LLC | 0.49% | Add +2.2% | 8,970 | $495K |
| Centaurus Financial, Inc. | 0.03% | Add +2.2% | 8,721 | $494K |
| Chicago Capital, LLC | 0.01% | Add +3.2% | 8,706 | $494K |
| 44 Wealth Management LLC | 0.19% | Reduce -0.1% | 8,687 | $493K |
| Hanson & Doremus Investment Management | 0.08% | Reduce -9.2% | 8,573 | $486K |
| Simon Quick Advisors, LLC | 0.03% | Add +9.2% | 8,565 | $486K |
| Country Club Bank | 0.03% | Add +0.5% | 8,539 | $485K |
| Ransom Advisory, Ltd | 0.22% | No change | 8,533 | $484K |
| Two Sigma Securities, LLC | 0.09% | New | 8,425 | $478K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -5.3% | 8,425 | $478K |
| Stonegate Investment Group, LLC | 0.01% | Add +155.2% | 8,415 | $477K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -10.7% | 8,413 | $477K |
| Spinnaker Trust | 0.03% | Reduce -2.7% | 8,255 | $468K |
| Hunter Associates Investment Management LLC | 0.07% | No change | 8,250 | $468K |
| Twelve Points Wealth Management LLC | 0.13% | Reduce -4.0% | 8,129 | $461K |
| WealthTrust Axiom LLC | 0.14% | Reduce -0.6% | 8,106 | $460K |
| Beutel, Goodman & Co Ltd. | 0.00% | Reduce -7.1% | 8,015 | $454K |
| Allen Investment Management, LLC | 0.01% | No change | 8,005 | $454K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -16.0% | 7,796 | $453K |
| Fulton Bank, N.A. | 0.02% | Reduce -1.2% | 7,974 | $452K |
| BSW Wealth Partners | 0.07% | Add +3.8% | 7,971 | $452K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -20.9% | 7,959 | $451K |
| Haven Private, LLC | 0.25% | — | 7,941 | $450K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -1.6% | 7,920 | $449K |
| Sivia Capital Partners, LLC | 0.22% | Reduce -6.7% | 7,870 | $446K |
| Clarius Group, LLC | 0.03% | Add +48.7% | 7,859 | $446K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 7,798 | $442K |
| Rbo & Co. LLC | 0.07% | No change | 7,769 | $441K |
| Bridgewater Associates | 0.00% | New | 7,760 | $440K |
| Calydon Capital | 0.09% | Reduce -49.7% | 7,744 | $439K |
| GeoWealth Management, LLC | 0.01% | Add +75.5% | 7,676 | $435K |
| Gallacher Capital Management LLC | 0.22% | Add +3.0% | 7,667 | $435K |
| Sage Investment Counsel LLC | 0.57% | — | 7,659 | $434K |
| Rehmann Capital Advisory Group | 0.03% | Add +3.5% | 7,664 | $434K |
| V-Square Quantitative Management LLC | 0.06% | Add +31.8% | 7,607 | $433K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 7,627 | $432K |
| Court Place Advisors, LLC | 0.14% | Reduce -13.6% | 7,625 | $432K |
| Cohen Investment Advisors LLC | 0.26% | Add +2.1% | 7,575 | $430K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -0.7% | 7,540 | $428K |
| Cordatus Wealth Management LLC | 0.11% | Add +0.5% | 7,519 | $426K |
| Searle & Co. | 0.12% | No change | 7,500 | $425K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +45.7% | 7,478 | $424K |
| Cravens & Co Advisors, LLC | 0.32% | New | 7,471 | $424K |
| Sound Income Strategies, LLC | 0.03% | Reduce -92.5% | 7,448 | $422K |
| Hickory Asset Management, Inc. | 0.36% | — | 7,390 | $419K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -0.9% | 7,326 | $415K |
| SVB Wealth LLC | 0.01% | New | 7,276 | $413K |
| Optas, LLC | 0.09% | Add +1.8% | 7,275 | $412K |
| SouthState Bank Corp | 0.03% | Reduce -5.7% | 7,215 | $409K |
| Oregon Pacific Wealth Management, LLC | 0.40% | — | 7,199 | $408K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.9% | 7,189 | $408K |
| Breed's Hill Capital LLC | 0.21% | Add +19.7% | 7,140 | $405K |
| Everstar Asset Management, LLC | 0.29% | Reduce -30.3% | 7,138 | $405K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.4% | 7,138 | $405K |
| Wolverine Trading, LLC | 0.01% | Add +15.6% | 7,069 | $401K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 7,073 | $401K |
| Valley National Advisers Inc. | 0.07% | Reduce -12.5% | 7,076 | $401K |
| Foundations Investment Advisors, LLC | 0.01% | Add +17.6% | 7,069 | $401K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +12.4% | 7,038 | $399K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -1.6% | 7,030 | $399K |
| Graypoint LLC | 0.02% | Reduce -4.0% | 7,022 | $398K |
| Novem Group | 0.06% | — | 7,001 | $397K |
| Independent Advisor Alliance | 0.01% | Add +12.3% | 7,000 | $397K |
| Manske Wealth Management | 0.16% | — | 6,921 | $392K |
| BridgePort Financial Solutions, LLC | 0.17% | — | 6,821 | $385K |
| Fca Corp. | 0.12% | No change | 7,000 | $385K |
| Mather Group, Llc. | 0.01% | Add +2.3% | 6,785 | $385K |
| Breakwater Capital Group | 0.08% | Add +4.8% | 6,722 | $381K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -24.8% | 6,719 | $381K |
| Parkside Financial Bank & Trust | 0.05% | Add +1.4% | 6,686 | $379K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +7.0% | 6,680 | $379K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -0.2% | 6,490 | $378K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -5.4% | 6,652 | $377K |
| O'Brien Greene & Co. Inc | 0.12% | Add +2.6% | 6,650 | $377K |
| Smithfield Trust Co | 0.02% | No change | 6,619 | $376K |
| Ti-Trust, Inc. | 0.25% | No change | 6,625 | $376K |
| 1900 Wealth Management LLC | 0.03% | Add +0.8% | 6,623 | $376K |
| Crux Wealth Advisors | 0.21% | — | 6,605 | $375K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +0.0% | 6,607 | $374K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -6.2% | 6,581 | $373K |
| Tyler-Stone Wealth Management | 0.07% | Add +2.8% | 6,576 | $373K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -14.3% | 6,563 | $372K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +2.2% | 6,509 | $369K |
| Port Capital LLC | 0.02% | No change | 6,500 | $369K |
| Griffith & Werner, Inc. | 0.24% | — | 6,473 | $367K |
| White Knight Strategic Wealth Advisors, LLC | 0.15% | Add +100.0% | 6,410 | $363K |
| Diversified Trust Co. | 0.01% | Add +11.4% | 6,359 | $361K |
| Lincoln Capital LLC | 0.08% | Reduce -0.7% | 6,340 | $360K |
| New Wave Wealth Advisors LLC | 0.15% | Reduce -7.1% | 6,334 | $359K |
| United Advisor Group, LLC | 0.07% | Reduce -12.3% | 6,317 | $358K |
| Mane Global Capital Management LP | 0.02% | No change | 6,314 | $358K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.37% | No change | 6,245 | $354K |
| Pine Haven Investment Counsel, Inc | 0.29% | Reduce -1.4% | 6,243 | $354K |
| Cetera Trust Company, N.A | 0.23% | Add +0.6% | 6,230 | $353K |
| Schrum Private Wealth Management LLC | 0.30% | Reduce -37.3% | 6,223 | $353K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.1% | 6,222 | $353K |
| Maia Wealth LLC | 0.08% | Add +68.7% | 6,056 | $352K |
| Sky Investment Group LLC | 0.07% | Reduce -24.4% | 6,190 | $351K |
| SageView Advisory Group, LLC | 0.02% | New | 6,188 | $351K |
| Arkadios Wealth Advisors | 0.02% | Reduce -4.7% | 6,177 | $350K |
| Seeds Investor LLC | 0.10% | Add +8.0% | 6,129 | $347K |
| Wallace Advisory Group, LLC | 0.24% | Add +4.6% | 5,303 | $344K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +0.3% | 6,020 | $341K |
| Phocas Financial Corp. | 0.05% | No change | 6,000 | $340K |
| Point72 Asset Management | 0.00% | Reduce -71.4% | 6,000 | $340K |
| Lindbrook Capital, LLC | 0.03% | Add +0.2% | 5,973 | $339K |
| Mitchell Sinkler & Starr | 0.09% | No change | 5,940 | $337K |
| Fielder Capital Group LLC | 0.10% | Add +7.3% | 5,921 | $336K |
| CVA Family Office, LLC | 0.05% | No change | 5,921 | $336K |
| Probity Advisors, Inc. | 0.06% | Reduce -1.1% | 5,910 | $335K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 5,910 | $335K |
| Addison Advisors LLC | 0.09% | Reduce -0.4% | 5,905 | $335K |
| Nilsine Partners, LLC | 0.04% | No change | 5,900 | $335K |
| Tru Independence Asset Management 2, LLC | 0.28% | Reduce -3.3% | 5,886 | $334K |
| HUB Investment Partners, LLC | 0.01% | Add +1.0% | 5,857 | $332K |
| Certior Financial Group, LLC | 0.29% | — | 5,842 | $331K |
| Roberts Glore & Co. Inc. | 0.10% | Reduce -1.7% | 5,841 | $331K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -33.6% | 5,793 | $328K |
| Bridgefront Capital, LLC | 0.11% | Reduce -10.7% | 5,776 | $327K |
| Sterling Investment Advisors, Ltd. | 0.08% | Reduce -17.3% | 5,726 | $325K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +42.5% | 5,712 | $324K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.4% | 5,697 | $323K |
| Eagle Bay Advisors LLC | 0.20% | Add +1.4% | 5,695 | $323K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +0.3% | 5,689 | $323K |
| Atlas Brown,Inc. | 0.11% | Add +0.0% | 5,649 | $320K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +3.4% | 5,646 | $320K |
| Diligent Investors, LLC | 0.07% | Reduce -1.7% | 5,619 | $319K |
| Gryphon Financial Partners LLC | 0.05% | Add +2.0% | 5,615 | $318K |
| Fulcrum Capital LLC | 0.07% | Add +7.0% | 5,585 | $317K |
| Sierra Ocean, LLC | 0.26% | — | 5,553 | $315K |
| Resonant Capital Advisors, LLC | 0.02% | Add +7.1% | 5,552 | $315K |
| Drive Wealth Management, LLC | 0.08% | Add +1.9% | 5,552 | $315K |
| Financial Advocates Investment Management | 0.02% | Add +29.9% | 5,537 | $314K |
| FRG Family Wealth Advisors LLC | 0.06% | Reduce -18.4% | 5,485 | $311K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | Add +1.9% | 5,470 | $310K |
| Claro Advisors Inc. | 0.04% | Reduce -40.6% | 5,455 | $309K |
| Sabal Trust CO | 0.02% | Add +1.4% | 5,428 | $308K |
| Legacy Private Trust Co. | 0.02% | No change | 5,423 | $307K |
| HBW Advisory Services LLC | 0.03% | Reduce -7.8% | 5,403 | $306K |
| Hummer Financial Advisory Services Inc | 0.24% | No change | 5,394 | $306K |
| Blue Barn Wealth, LLC | 0.16% | Add +8.0% | 5,373 | $305K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.1% | 5,371 | $305K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 5,336 | $303K |
| Franklin Street Advisors Inc. | 0.02% | Add +4.0% | 5,327 | $302K |
| Tidal Investments LLC | 0.00% | Reduce -53.8% | 5,262 | $298K |
| SPC Financial, Inc. | 0.03% | Add +7.9% | 5,258 | $298K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -3.8% | 5,250 | $298K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -7.8% | 5,222 | $296K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -3.3% | 5,222 | $296K |
| Aries Wealth Management | 0.08% | Reduce -20.1% | 5,219 | $296K |
| May Hill Capital, LLC | 0.11% | — | 5,213 | $296K |
| Borer Denton & Associates, Inc. | 0.10% | No change | 5,155 | $292K |
| Hancock Whitney Corp. | 0.01% | Reduce -24.1% | 5,153 | $292K |
| Northwest Capital Management Inc | 0.13% | No change | 5,146 | $292K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.11% | No change | 5,125 | $291K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 5,099 | $289K |
| Knightsbridge Asset Management, LLC | 0.07% | Add +43.8% | 5,079 | $288K |
| Wedmont Private Capital | 0.02% | Reduce -3.4% | 5,220 | $288K |
| Seven Mile Advisory | 0.18% | Add +7.1% | 5,057 | $287K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +4.4% | 5,040 | $286K |
| Platform Technology Partners | 0.09% | Reduce -5.3% | 5,021 | $285K |
| Net Worth Advisory Group | 0.09% | Reduce -3.2% | 5,020 | $285K |
| Steinberg Asset Management LLC | 0.21% | Reduce -2.5% | 4,960 | $281K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -3.5% | 4,940 | $280K |
| Caldwell Trust Co | 0.03% | Reduce -4.3% | 4,935 | $280K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 4,926 | $279K |
| Tacita Capital Inc | 0.20% | No change | 4,900 | $278K |
| Absher Wealth Management, LLC | 0.04% | Add +0.5% | 4,898 | $278K |
| Traveka Wealth, LLC | 0.15% | Add +13.7% | 4,893 | $277K |
| Intrua Financial, LLC | 0.04% | Reduce -1.9% | 4,873 | $276K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 4,782 | $271K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -59.1% | 4,747 | $269K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +10.6% | 4,703 | $267K |
| CHICAGO TRUST Co NA | 0.05% | No change | 4,702 | $267K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -0.9% | 4,833 | $266K |
| Cable Hill Partners, LLC | 0.03% | Add +4.5% | 4,664 | $264K |
| Summit Financial, LLC | 0.01% | Add +8.7% | 4,656 | $264K |
| M. Kulyk & Associates, LLC | 0.06% | Add +3.4% | 4,653 | $264K |
| Embree Financial Group | 0.04% | Add +2.7% | 4,648 | $264K |
| DGS Capital Management, LLC | 0.07% | Add +34.5% | 4,647 | $263K |
| Delta Financial Advisors LLC | 0.10% | Add +0.1% | 4,644 | $263K |
| Schnieders Capital Management LLC | 0.05% | No change | 4,638 | $263K |
| Essex Bank | 0.06% | Add +5.2% | 4,628 | $262K |
| IFG Advisory, LLC | 0.01% | New | 4,618 | $262K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -10.0% | 4,590 | $260K |
| Alhambra Investment Management LLC | 0.13% | Add +4.2% | 4,586 | $260K |
| Grove Bank & Trust | 0.04% | Reduce -0.4% | 4,578 | $260K |
| Augustine Asset Management Inc. | 0.07% | Reduce -7.5% | 4,546 | $258K |
| Marino, Stram & Associates LLC | 0.06% | Add +0.4% | 4,542 | $258K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -13.2% | 4,531 | $257K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 4,532 | $257K |
| Carr Financial Group Corp | 0.08% | Reduce -0.3% | 4,520 | $256K |
| Lafayette Investments, Inc. | 0.05% | No change | 4,520 | $256K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +9.3% | 4,506 | $255K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 4,500 | $255K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.2% | 4,492 | $255K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 4,488 | $254K |
| CW Advisors, LLC | 0.00% | Reduce -36.2% | 4,484 | $254K |
| Boston Financial Mangement LLC | 0.01% | Reduce -2.9% | 4,476 | $254K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.1% | 4,464 | $253K |
| Washington Trust Advisors, Inc. | 0.02% | Add +2.7% | 4,459 | $253K |
| Cromwell Holdings LLC | 0.15% | No change | 4,445 | $252K |
| Kuhn & Co Investment Counsel | 0.21% | No change | 4,388 | $249K |
| Five Oceans Advisors | 0.11% | No change | 4,378 | $248K |
| WoodTrust Financial Corp | 0.03% | No change | 4,350 | $247K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 4,355 | $247K |
| Great Diamond Partners, LLC | 0.06% | Reduce -8.3% | 4,333 | $246K |
| Wellington Shields & Co., LLC | 0.07% | No change | 4,312 | $244K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.4% | 4,291 | $243K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 4,285 | $243K |
| Capital Advantage, Inc. | 0.04% | New | 4,268 | $242K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -0.2% | 4,262 | $242K |
| Trust Point Inc. | 0.02% | Add +23.2% | 4,221 | $239K |
| Good Life Advisors, LLC | 0.02% | Reduce -7.2% | 4,208 | $239K |
| Moseley Investment Management Inc. | 0.09% | Reduce -1.4% | 4,206 | $238K |
| Newman Dignan & Sheerar, Inc. | 0.06% | No change | 4,200 | $238K |
| Aurora Private Wealth, Inc. | 0.18% | Reduce -4.6% | 4,205 | $238K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -1.9% | 4,206 | $238K |
| New Republic Capital, LLC | 0.15% | New | 4,169 | $236K |
| Oarsman Capital, Inc. | 0.04% | Add +0.7% | 4,163 | $236K |
| Broadwater Capital Management LLC | 0.18% | No change | 4,150 | $235K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.3% | 4,146 | $235K |
| Fiduciary Group, LLC | 0.02% | Reduce -15.4% | 4,134 | $234K |
| Live Oak Private Wealth LLC | 0.04% | Reduce -4.7% | 4,119 | $234K |
| Wealthstream Advisors, Inc. | 0.04% | Add +3.1% | 4,107 | $233K |
| Sepio Capital, LP | 0.02% | Reduce -22.1% | 4,096 | $232K |
| Carret Asset Management, LLC | 0.03% | No change | 4,044 | $229K |
| Claris Advisors, LLC / Mo / | 0.09% | Add +9523.8% | 4,042 | $229K |
| RD Lewis Holdings, Inc. | 0.25% | — | 3,926 | $229K |
| Toronto Dominion Bank | 0.00% | Reduce -1.5% | 4,015 | $227K |
| Paragon Private Wealth Management, LLC | 0.10% | Add +3.5% | 4,001 | $227K |
| Kathmere Capital Management, LLC | 0.02% | New | 3,995 | $227K |
| Berry Wealth Group, LP | 0.16% | Add +8.4% | 3,988 | $226K |
| Cannell & Spears LLC | 0.00% | No change | 3,987 | $226K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -13.0% | 3,958 | $224K |
| Certuity, LLC | 0.02% | Add +22.1% | 3,938 | $223K |
| Community Financial Services Group, LLC | 0.04% | Add +11.4% | 3,931 | $223K |
| Holderness Investments Co. | 0.05% | Add +10.8% | 3,925 | $223K |
| Moneco Advisors, LLC | 0.02% | New | 3,900 | $221K |
| Somerville Kurt F | 0.04% | Reduce -8.3% | 3,892 | $221K |
| S.A. Mason LLC | 0.12% | No change | 3,883 | $220K |
| R Squared Ltd | 0.21% | — | 3,880 | $220K |
| Archford Capital Strategies, LLC | 0.03% | Add +0.1% | 3,866 | $219K |
| Integrated Advisors Network LLC | 0.01% | Add +11.7% | 3,865 | $219K |
| Riverview Trust Co | 0.20% | No change | 3,849 | $218K |
| Wedbush Securities Inc. | 0.01% | New | 3,850 | $218K |
| Walleye Trading LLC | 0.00% | Reduce -22.9% | 3,844 | $218K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 3,798 | $215K |
| Keudell/Morrison Wealth Management | 0.06% | Add +3.3% | 3,789 | $215K |
| Pinnacle Financial Partners Inc | 0.00% | Add +0.7% | 3,785 | $215K |
| Stokes Family Office, LLC | 0.02% | New | 3,777 | $214K |
| Opes Wealth Management LLC | 0.04% | Add +16.3% | 3,770 | $214K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 3,735 | $212K |
| United Community Bank | 0.08% | Add +6.1% | 3,730 | $211K |
| Cottonwood Capital Advisors, LLC | 0.15% | Add +14.3% | 3,721 | $211K |
| USA Financial Formulas | 0.03% | Reduce -2.6% | 3,700 | $210K |
| Proficio Capital Partners LLC | 0.02% | New | 3,700 | $210K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,687 | $209K |
| Cypress Wealth Services, LLC | 0.04% | New | 3,685 | $209K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 3,672 | $208K |
| Frisch Financial Group, Inc. | 0.06% | Add +0.7% | 3,648 | $207K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -31.8% | 3,643 | $207K |
| Sittner & Nelson, LLC | 0.09% | Add +0.2% | 3,640 | $206K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.8% | 3,621 | $205K |
| Harbour Investments, Inc. | 0.01% | Add +19.9% | 3,613 | $205K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | Add +0.0% | 3,588 | $203K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -13.8% | 3,570 | $203K |
| Causeway Capital Management LLC | 0.00% | Reduce -4.7% | 3,566 | $202K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.9% | 3,544 | $201K |
| Catalina Capital Group, LLC | 0.07% | Add +14.7% | 3,535 | $200K |
| Kovack Advisors, Inc. | 0.02% | Add +1.2% | 3,533 | $200K |
| Tradewinds, LLC. | 0.06% | New | 3,408 | $200K |
| Bruce G. Allen Investments, LLC | 0.16% | Reduce -3.4% | 3,513 | $199K |
| Contravisory Investment Management, Inc. | 0.04% | New | 3,468 | $197K |
| Parvin Asset Management, LLC | 0.21% | — | 3,385 | $192K |
| Dunhill Financial, LLC | 0.09% | Add +14864.3% | 4,190 | $191K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,350 | $190K |
| Arlington Trust Co LLC | 0.04% | No change | 3,333 | $189K |
| Rosenberg Matthew Hamilton | 0.05% | Add +149.2% | 3,297 | $187K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,213 | $182K |
| Ameriflex Group, Inc. | 0.08% | — | 3,096 | $178K |
| Human Investing LLC | 0.03% | Reduce -31.2% | 3,015 | $171K |
| SG Americas Securities, LLC | 0.00% | New | 2,980 | $169K |
| Creative Financial Designs Inc. | 0.01% | Add +6.7% | 2,966 | $168K |
| Delta Asset Management LLC | 0.01% | Reduce -0.3% | 2,890 | $164K |
| Heritage Wealth Advisors | 0.01% | No change | 2,815 | $160K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.06% | — | 2,800 | $159K |
| St Germain D J Co. Inc. | 0.01% | Add +217.0% | 2,729 | $155K |
| Old Second National Bank of Aurora | 0.03% | Reduce -90.7% | 2,636 | $149K |
| Montag A & Associates Inc. | 0.01% | No change | 2,600 | $147K |
| Bessemer Group Inc. | 0.00% | Add +6.3% | 2,509 | $143K |
| West Paces Advisors Inc. | 0.03% | Reduce -7.4% | 2,500 | $142K |
| Cape Investment Advisory, Inc. | 0.06% | Add +15.5% | 2,494 | $141K |
| Compass Wealth Management LLC | 0.03% | No change | 2,351 | $133K |
| CI Investments Inc. | 0.00% | No change | 2,196 | $125K |
| Chilton Capital Management LLC | 0.01% | Add +28.8% | 2,203 | $125K |
| Park Place Capital Corp | 0.03% | Reduce -13.3% | 2,155 | $122K |
| Barclays PLC | 0.00% | Reduce -4.5% | 2,100 | $119K |
| Global Trust Asset Management, LLC | 0.04% | No change | 2,062 | $117K |
| Brooklyn Investment Group | 0.03% | Add +228.1% | 2,034 | $115K |
| Rothschild Investment LLC | 0.01% | Reduce -2.9% | 2,020 | $115K |
| CoreCap Advisors, LLC | 0.01% | Add +3.4% | 1,978 | $112K |
| Financial Network Wealth Advisors LLC | 0.21% | Reduce -55.5% | 1,975 | $112K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,922 | $109K |
| Hara Capital LLC | 0.07% | No change | 1,882 | $107K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,812 | $103K |
| CENTRAL TRUST Co | 0.00% | Add +38.3% | 1,807 | $102K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -10.3% | 1,750 | $99K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -43.6% | 1,735 | $98K |
| Hartford Financial Management Inc. | 0.02% | Reduce -7.4% | 1,700 | $96K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,627 | $92K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 1,627 | $92K |
| Avalon Trust Co | 0.01% | Add +166.7% | 1,600 | $91K |
| Concord Wealth Partners | 0.01% | Reduce -5.7% | 1,574 | $89K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,517 | $86K |
| Heck Capital Advisors, LLC | 0.01% | No change | 1,500 | $85K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,485 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -26.2% | 1,477 | $84K |
| Pingora Partners LLC | 0.05% | No change | 1,392 | $79K |
| Continuum Advisory, LLC | 0.01% | Add +33.2% | 1,333 | $76K |
| Millstone Evans Group, LLC | 0.05% | — | 1,309 | $74K |
| LRI Investments, LLC | 0.01% | No change | 1,245 | $71K |
| Venturi Wealth Management, LLC | 0.00% | Add +814.1% | 1,234 | $70K |
| West Branch Capital LLC | 0.02% | No change | 1,226 | $69K |
| Field & Main Bank | 0.02% | Reduce -14.0% | 1,225 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.8% | 1,201 | $68K |
| Colonial Trust Advisors | 0.01% | Reduce -12.5% | 1,200 | $68K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,139 | $65K |
| LGT Financial Advisors LLC | 0.14% | Reduce -23.4% | 1,124 | $64K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,123 | $64K |
| Arax Advisory Partners | 0.00% | Reduce -3.5% | 1,120 | $64K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,076 | $61K |
| Flagship Wealth Advisors, LLC | 0.04% | — | 1,071 | $61K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 1,063 | $60K |
| Greenline Partners, LLC | 0.01% | New | 1,021 | $58K |
| Olistico Wealth, LLC | 0.03% | No change | 1,000 | $57K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,000 | $57K |
| Versant Capital Management, Inc | 0.01% | Add +721.5% | 994 | $56K |
| Castleview Partners, LLC | 0.03% | Reduce -0.5% | 994 | $56K |
| Talon Private Wealth, LLC | 0.01% | No change | 972 | $55K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 950 | $54K |
| Whipplewood Advisors, LLC | 0.03% | — | 948 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.6% | 945 | $54K |
| Caitong International Asset Management Co., Ltd | 0.05% | — | 900 | $51K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +6.5% | 882 | $50K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | — | 875 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 827 | $48K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +90.9% | 840 | $48K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -13.4% | 828 | $47K |
| First United Bank & Trust | 0.02% | No change | 825 | $47K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 813 | $46K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 809 | $46K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -6.5% | 791 | $45K |
| Accredited Wealth Management, LLC | 0.04% | — | 766 | $43K |
| Kestra Investment Management, LLC | 0.00% | New | 756 | $43K |
| Atticus Wealth Management, LLC | 0.01% | No change | 719 | $41K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 718 | $41K |
| Coastline Trust Co | 0.00% | Reduce -3.8% | 712 | $40K |
| Evolution Advisers, Inc. | 0.02% | No change | 707 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 690 | $39K |
| Murphy & Mullick Capital Management Corp | 0.04% | — | 688 | $39K |
| Bogart Wealth, LLC | 0.00% | No change | 673 | $38K |
| Mondrian Investment Partners LTD | 0.00% | Add +1.7% | 660 | $38K |
| Oakworth Capital, Inc. | 0.00% | No change | 664 | $38K |
| NFSG Corp | 0.01% | New | 636 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 634 | $36K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 706 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 617 | $35K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -51.6% | 609 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -23.6% | 613 | $35K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -15.5% | 600 | $34K |
| Financial Avengers, Inc. | 0.02% | Add +0.5% | 594 | $34K |
| Rise Advisors, LLC | 0.02% | Add +0.9% | 575 | $33K |
| Country Trust Bank | 0.00% | No change | 563 | $32K |
| TCTC Holdings, LLC | 0.00% | No change | 556 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 545 | $31K |
| Mainstream Capital Management LLC | 0.02% | New | 543 | $31K |
| Roxbury Financial LLC | 0.03% | — | 509 | $30K |
| Roble, Belko & Company, Inc | 0.00% | Add +10.4% | 530 | $30K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 522 | $30K |
| City State Bank | 0.01% | No change | 517 | $29K |
| Red Tortoise LLC | 0.02% | No change | 512 | $29K |
| VSM Wealth Advisory, LLC | 0.01% | — | 500 | $28K |
| American National Bank & Trust | 0.00% | New | 500 | $28K |
| Financial Life Planners | 0.02% | — | 486 | $28K |
| Bangor Savings Bank | 0.00% | No change | 469 | $27K |
| Golden State Wealth Management, LLC | 0.00% | — | 450 | $26K |
| JNBA Financial Advisors | 0.00% | No change | 424 | $24K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 423 | $24K |
| Duncker Streett & Co. Inc. | 0.00% | New | 423 | $24K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -99.8% | 419 | $24K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -15.4% | 411 | $23K |
| Albion Financial Group | 0.00% | Add +108.8% | 405 | $23K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 403 | $23K |
| Chelsea Counsel Co. | 0.01% | No change | 400 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $23K |
| Paradigm Asset Management Co. LLC | 0.01% | Reduce -99.1% | 400 | $23K |
| Core Alternative Capital | 0.00% | No change | 400 | $23K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 400 | $23K |
| Trust Co | 0.00% | No change | 400 | $23K |
| Baillie Gifford & Co. | 0.00% | Add +28.0% | 398 | $23K |
| Hemington Wealth Management | 0.01% | No change | 392 | $22K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 372 | $21K |
| Noble Wealth Management PBC | 0.01% | — | 369 | $21K |
| Citizens National Bank Trust Department | 0.00% | No change | 358 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 358 | $20K |
| Activest Wealth Management | 0.01% | Add +75.0% | 350 | $20K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 348 | $20K |
| Key Financial Inc | 0.00% | Add +16.9% | 339 | $19K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 334 | $19K |
| Centricity Wealth Management, LLC | 0.02% | — | 329 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | Add +13.7% | 324 | $19K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 325 | $18K |
| Synergy Asset Management, LLC | 0.00% | New | 279 | $18K |
| GW&K Investment Management, LLC | 0.00% | No change | 315 | $18K |
| Kozak & Associates, Inc. | 0.00% | Add +6.5% | 295 | $17K |
| WPG Advisers, LLC | 0.02% | — | 291 | $17K |
| Pineridge Advisors LLC | 0.01% | New | 286 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +0.4% | 276 | $16K |
| Y.D. More Investments Ltd | 0.00% | New | 270 | $15K |
| Bayforest Capital Ltd | 0.02% | — | 267 | $15K |
| SRH Advisors, LLC | 0.00% | No change | 267 | $15K |
| Lee Danner & Bass Inc. | 0.00% | New | 267 | $15K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 232 | $15K |
| Lavaca Capital LLC | 0.01% | New | 264 | $15K |
| S&T Bank | 0.00% | New | 260 | $15K |
| Bray Capital Advisors | 0.00% | No change | 250 | $14K |
| Sterling Capital Management LLC | 0.00% | No change | 246 | $14K |
| Aspetuck Financial Management LLC | 0.01% | — | 225 | $13K |
| Atwood & Palmer Inc. | 0.00% | No change | 221 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | — | 218 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 217 | $12K |
| Rakuten Securities, Inc. | 0.00% | Add +928.6% | 216 | $12K |
| Chapman Financial Group, LLC | 0.01% | — | 200 | $11K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 200 | $11K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.0% | 200 | $11K |
| Monetary Management Group Inc. | 0.00% | No change | 200 | $11K |
| Capital & Planning, LLC | 0.01% | — | 184 | $10K |
| Stonebridge Financial Group, LLC | 0.00% | — | 184 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -25.6% | 183 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 183 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 175 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 175 | $10K |
| CGC Financial Services, LLC | 0.00% | New | 179 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +42.7% | 177 | $10K |
| Park Square Financial Group, LLC | 0.01% | — | 173 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +37.6% | 172 | $10K |
| First Community Trust NA | 0.01% | No change | 172 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 170 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +486.2% | 170 | $10K |
| General Partner, Inc. | 0.01% | No change | 167 | $9K |
| Fairway Wealth LLC | 0.00% | New | 166 | $9K |
| Conquis Financial LLC | 0.01% | — | 162 | $9K |
| BankPlus Trust Department | 0.00% | — | 160 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.3% | 157 | $9K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 155 | $9K |
| Archer Investment Corp | 0.00% | No change | 150 | $9K |
| Fairscale Capital, LLC | 0.01% | No change | 145 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +6.2% | 137 | $8K |
| Tower View Wealth Management LLC | 0.00% | Add +0.7% | 137 | $8K |
| 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 124 | $7K |
| Nemes Rush Group LLC | 0.00% | New | 123 | $7K |
| FWL Investment Management, LLC | 0.00% | New | 120 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -14.3% | 114 | $6K |
| Center for Financial Planning, Inc. | 0.00% | New | 113 | $6K |
| Highline Wealth Partners LLC | 0.00% | Reduce -26.0% | 111 | $6K |
| Atala Financial Inc | 0.00% | — | 110 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -30.8% | 110 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +0.9% | 108 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $6K |
| Atlatl Advisers LLC | 0.00% | — | 100 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $6K |
| Pflug Koory, LLC | 0.00% | No change | 100 | $6K |
| Rialto Wealth Management, LLC | 0.00% | — | 99 | $6K |
| Nordwand Advisors, LLC | 0.00% | No change | 96 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 93 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 90 | $5K |
| Holos Integrated Wealth LLC | 0.00% | — | 78 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 75 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | — | 73 | $4K |
| HighMark Wealth Management LLC | 0.00% | No change | 70 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 69 | $4K |
| TD Capital Management LLC | 0.00% | New | 67 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | — | 62 | $3K |
| Advantage Trust Co | 0.00% | New | 60 | $3K |
| Investment Management Corp. /Va/ | 0.00% | — | 54 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 52 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | Reduce -40.0% | 51 | $3K |
| Tucker Asset Management LLC | 0.00% | Add +50.0% | 51 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 51 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 50 | $3K |
| Pittenger & Anderson Inc. | 0.00% | No change | 50 | $3K |
| Copeland Capital Management, LLC | 0.00% | No change | 50 | $3K |
| New Millennium Group LLC | 0.00% | No change | 44 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -94.3% | 44 | $2K |
| REAP Financial Group, LLC | 0.00% | Reduce -80.8% | 40 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 40 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $2K |
| Mendota Financial Group, LLC | 0.00% | Reduce -68.1% | 36 | $2K |
| Covestor Ltd | 0.00% | Reduce -27.1% | 35 | $2K |
| Cohen & Steers, Inc. | 0.00% | No change | 27 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 35 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 33 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 31 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 29 | $2K |
| Fairman Group, LLC | 0.00% | No change | 26 | $1K |
| Gold Investment Management Ltd. | 0.00% | No change | 25 | $1K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 23 | $1K |
| Curio Wealth, LLC | 0.00% | — | 22 | $1K |
| Abound Wealth Management | 0.00% | New | 21 | $1K |
| Transce3nd, LLC | 0.00% | — | 20 | $1K |
| Caitlin John, LLC | 0.00% | Add +5.9% | 18 | $999 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 17 | $964 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -91.9% | 17 | $937 |
| Quent Capital, LLC | 0.00% | Reduce -97.3% | 15 | $851 |
| Creekmur Asset Management LLC | 0.00% | No change | 13 | $737 |
| First Financial Corp. | 0.00% | No change | 11 | $624 |
| Lanark Financial, Inc. | 0.06% | — | 10 | $620 |
| Sachetta, LLC | 0.00% | New | 10 | $574 |
| Robbins Farley | 0.00% | No change | 10 | $567 |
| Bank of New Hampshire | 0.00% | No change | 4 | $227 |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.