UnileverUL
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,176 institutions reported holding Unilever PLC (UL) in their 13F filings, down 9 from Q4 2024. 85 opened new positions and 89 sold out. The largest holders were Wellington Management Group LLP ($1.7B), Fisher Asset Management ($1.2B) and Morgan Stanley ($552.2M). 11 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Unilever PLC
- CUSIP
- 904767704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $204.7M |
| Exits | 89 | $91.9M |
All 13F filers, Q4 2024 → Q1 2025: 20,275,529 shares bought and 20,288,554 shares sold, net −13,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,176 holders
| Wellington Management Group LLP | 0.32% | Add +13.9% | 28,100,442 | $1.7B |
| Fisher Asset Management | 0.51% | Add +9.2% | 19,589,017 | $1.2B |
| Morgan Stanley | 0.04% | Add +7.0% | 9,272,087 | $552.2M |
| State Farm Mutual Automobile Insurance Co. | 0.38% | No change | 6,887,758 | $410.2M |
| Bank of America Corp. | 0.03% | Reduce -22.9% | 6,096,124 | $363.0M |
| Clearbridge Investments, LLC | 0.30% | Add +54.3% | 5,738,845 | $341.7M |
| FMR LLC | 0.02% | Reduce -4.4% | 5,220,866 | $310.9M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.6% | 5,074,369 | $302.2M |
| Wells Fargo & Company | 0.07% | Add +6.2% | 5,050,103 | $300.7M |
| Hotchkis & Wiley Capital Management LLC | 0.99% | Reduce -1.3% | 4,999,641 | $297.7M |
| Lazard Asset Management LLC | 0.45% | Add +3.3% | 4,522,744 | $269.3M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -3.1% | 4,491,834 | $267.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.5% | 3,925,891 | $233.8M |
| Fiduciary Management Inc. | 1.99% | Reduce -4.7% | 3,466,906 | $206.5M |
| Jennison Associates LLC | 0.14% | Reduce -1.2% | 3,413,364 | $203.3M |
| Raymond James Financial Inc. | 0.07% | Add +7.1% | 3,340,231 | $198.9M |
| Hamlin Capital Management, LLC | 4.38% | Add +6.8% | 3,070,860 | $182.9M |
| Royal Bank of Canada | 0.04% | Add +0.2% | 2,933,630 | $174.7M |
| Cullen Capital Management, LLC | 1.79% | Reduce -1.6% | 2,596,946 | $154.6M |
| American Century Companies Inc. | 0.09% | Reduce -10.0% | 2,564,146 | $152.7M |
| Norges Bank | 0.02% | Reduce -6.3% | 2,537,106 | $151.1M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 2,399,288 | $142.9M |
| Northern Trust Corp. | 0.02% | Add +4.3% | 2,260,133 | $134.6M |
| Saratoga Research & Investment Management | 7.10% | Add +1.4% | 2,257,438 | $134.4M |
| Equity Investment Corp. | 2.82% | Reduce -2.5% | 2,114,903 | $125.9M |
| Bank of Montreal | 0.06% | Add +192.5% | 1,792,992 | $106.8M |
| Neuberger Berman Group LLC | 0.08% | Add +43.7% | 1,648,706 | $98.2M |
| Everett Harris & Co. | 1.25% | Reduce -0.9% | 1,635,860 | $97.4M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +25.5% | 1,557,291 | $92.8M |
| JPMorgan Chase & Co. | 0.01% | Add +2.5% | 1,501,532 | $89.4M |
| Natixis Advisors, LLC | 0.14% | Add +0.0% | 1,310,032 | $78.0M |
| Captrust Financial Advisors | 0.16% | Add +27.1% | 1,095,846 | $65.3M |
| Corient Private Wealth LP | 0.11% | Reduce -13.8% | 1,081,323 | $64.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.89% | Add +57.4% | 1,080,615 | $64.4M |
| Cooke & Bieler LP | 0.62% | Reduce -1.1% | 1,044,982 | $62.2M |
| Brown Advisory Inc. | 0.09% | Add +17.2% | 1,040,191 | $61.9M |
| Aristotle Capital Management, LLC | 0.12% | Reduce -3.1% | 1,027,346 | $61.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -17.1% | 1,022,450 | $60.9M |
| Ameriprise Financial Inc. | 0.02% | Add +18.7% | 1,002,812 | $60.3M |
| Bank of New York Mellon Corp | 0.01% | Add +33.2% | 934,804 | $55.7M |
| Truist Financial Corp. | 0.09% | Reduce -1.1% | 918,340 | $54.7M |
| First Trust Advisors LP | 0.05% | Reduce -9.6% | 873,108 | $52.0M |
| CORDA Investment Management, LLC. | 3.87% | Reduce -1.0% | 816,782 | $48.6M |
| LPL Financial LLC | 0.02% | Reduce -21.2% | 779,880 | $46.4M |
| BNP Paribas Financial Markets | 0.04% | Add +764.5% | 775,561 | $46.2M |
| Clark Capital Management Group, Inc. | 0.33% | New | 762,610 | $45.4M |
| Marshall Wace, LLP | 0.06% | New | 753,927 | $44.9M |
| Trillium Asset Management, LLC | 1.25% | Reduce -7.6% | 730,702 | $43.5M |
| UBS Group AG | 0.01% | Add +2.9% | 713,811 | $42.5M |
| Federation des caisses Desjardins du Quebec | 0.20% | Add +3.8% | 679,553 | $40.5M |
| Oppenheimer Asset Management Inc. | 0.50% | Add +2.8% | 673,983 | $40.1M |
| JARISLOWSKY, FRASER Ltd | 0.25% | Reduce -1.0% | 657,459 | $39.2M |
| St. James Investment Company, LLC | 6.47% | Add +0.9% | 651,806 | $38.8M |
| M&T Bank Corp | 0.14% | Reduce -1.0% | 648,601 | $38.6M |
| United Capital Financial Advisors, LLC | 0.33% | Add +7.0% | 641,427 | $38.2M |
| First Eagle Investment Management, LLC | 0.08% | Add +10.8% | 636,970 | $37.9M |
| Cerity Partners LLC | 0.08% | Add +220.9% | 626,102 | $37.3M |
| Capital Advisors Inc. | 0.74% | Add +2.5% | 624,126 | $37.2M |
| Advisors Capital Management, LLC | 0.56% | Reduce -14.8% | 610,138 | $36.3M |
| Saturna Capital Corp. | 0.54% | Add +1.4% | 605,943 | $36.1M |
| Stifel Financial Corp. | 0.04% | Add +14.4% | 603,382 | $35.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +20.5% | 595,219 | $35.4M |
| River Road Asset Management, LLC | 0.48% | Reduce -1.7% | 592,165 | $35.3M |
| Factory Mutual Insurance Co. | 0.40% | New | 579,900 | $34.5M |
| Tocqueville Asset Management L.P. | 0.55% | Reduce -5.4% | 567,001 | $33.8M |
| GQG Partners LLC | 0.05% | Reduce -91.8% | 535,011 | $31.9M |
| Mar Vista Investment Partners LLC | 2.55% | Reduce -7.2% | 521,079 | $31.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.7% | 470,962 | $28.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.0% | 441,744 | $26.3M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 436,116 | $26.0M |
| Chevy Chase Trust Holdings, LLC | 0.08% | Add +3.7% | 426,248 | $25.4M |
| Cardinal Capital Management, Inc. | 0.86% | Add +2.2% | 423,359 | $25.2M |
| Cibc World Market Inc. | 0.06% | Reduce -0.7% | 421,576 | $25.1M |
| Creative Planning | 0.02% | Add +32.1% | 412,930 | $24.6M |
| Grandfield & Dodd, LLC | 1.51% | Reduce -0.5% | 410,166 | $24.4M |
| Cheviot Value Management, LLC | 3.00% | New | 384,032 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +13.7% | 408,204 | $24.3M |
| Capital Fund Management S.A. | 0.30% | Add +116.2% | 401,057 | $23.9M |
| Compagnie Lombard Odier SCmA | 0.29% | No change | 392,000 | $23.3M |
| National Bank of Canada | 0.03% | Reduce -4.6% | 370,233 | $22.0M |
| Kornitzer Capital Management Inc. | 0.46% | Add +52.7% | 370,152 | $22.0M |
| Sei Investments Co. | 0.03% | Add +6.7% | 363,851 | $21.7M |
| Mariner, LLC | 0.04% | Reduce -7.3% | 359,653 | $21.4M |
| Ingalls & Snyder LLC | 0.65% | Reduce -9.6% | 328,014 | $19.5M |
| Crossmark Global Holdings, Inc. | 0.34% | Reduce -5.4% | 319,304 | $19.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -71.2% | 308,391 | $18.4M |
| Millennium Management | 0.02% | Add +28.5% | 294,927 | $17.6M |
| Alpha Cubed Investments, LLC | 0.76% | Add +8.1% | 286,047 | $17.0M |
| Wallace Capital Management Inc. | 2.17% | Reduce -0.4% | 285,180 | $17.0M |
| Townsquare Capital LLC | 0.18% | Reduce -3.3% | 279,201 | $16.6M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +118.5% | 277,878 | $16.5M |
| Managed Asset Portfolios, LLC | 2.19% | Add +69.1% | 265,562 | $15.8M |
| MML Investors Services, LLC | 0.05% | Add +4.0% | 264,677 | $15.8M |
| Northstar Asset Management Inc. | 4.59% | Reduce -0.5% | 260,394 | $15.5M |
| Yacktman Asset Management | 0.20% | Reduce -7.9% | 250,411 | $14.9M |
| Zevin Asset Management LLC | 2.34% | Reduce -5.5% | 248,304 | $14.8M |
| Euro Pacific Asset Management, LLC | 2.67% | Reduce -1.6% | 246,179 | $14.7M |
| Abc Arbitrage SA | 2.72% | Add +61.7% | 245,415 | $14.6M |
| Scotia Capital Inc. | 0.08% | Add +2.7% | 244,299 | $14.5M |
| Cetera Investment Advisers | 0.03% | Add +6.1% | 239,802 | $14.3M |
| Clark Estates Inc. | 2.96% | No change | 235,000 | $14.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +65.1% | 232,096 | $13.8M |
| Levin Capital Strategies, L.P. | 1.46% | Reduce -8.3% | 231,043 | $13.8M |
| Modera Wealth Management, LLC | 0.18% | Reduce -3.5% | 228,427 | $13.6M |
| QRG Capital Management, Inc. | 0.14% | Reduce -3.8% | 226,120 | $13.5M |
| Osaic Holdings, Inc. | 0.03% | Add +19.4% | 224,943 | $13.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +134.8% | 221,909 | $13.2M |
| Segall Bryant & Hamill, LLC | 0.20% | Reduce -12.0% | 218,567 | $13.0M |
| HRT Financial LP | 0.08% | Reduce -9.6% | 216,000 | $12.9M |
| QV Investors Inc. | 1.27% | Reduce -8.2% | 211,914 | $12.6M |
| Boston Common Asset Management, LLC | 0.38% | Reduce -19.8% | 210,376 | $12.5M |
| Citigroup Inc. | 0.01% | Add +10.7% | 199,393 | $11.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +25.5% | 196,346 | $11.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.7% | 196,202 | $11.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -44.4% | 193,882 | $11.5M |
| Matthew Goff Investment Advisor, LLC | 2.13% | Add +1.1% | 193,550 | $11.5M |
| Quantinno Capital Management LP | 0.07% | Add +30.7% | 193,102 | $11.5M |
| ProVise Management Group, LLC | 0.94% | Add +7.6% | 186,073 | $11.1M |
| Alerus Financial NA | 0.87% | Add +33.2% | 182,308 | $10.9M |
| Manning & Napier Advisors LLC | 0.13% | Reduce -2.8% | 181,685 | $10.8M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +20.2% | 179,236 | $10.7M |
| Squarepoint Ops LLC | 0.03% | Add +201.3% | 178,073 | $10.6M |
| Renaissance Technologies | 0.02% | Reduce -73.9% | 177,840 | $10.6M |
| Allworth Financial LP | 0.06% | Add +0.2% | 161,494 | $10.3M |
| American Assets Investment Management, LLC | 0.89% | No change | 170,000 | $10.1M |
| Rockland Trust Co. | 0.50% | Reduce -5.3% | 168,600 | $10.0M |
| Sustainable Growth Advisers, LP | 0.06% | Reduce 0.0% | 166,554 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -18.2% | 166,518 | $9.9M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -18.2% | 166,518 | $9.9M |
| Old Mission Capital LLC | 0.19% | Reduce -10.3% | 165,013 | $9.8M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.3% | 162,010 | $9.6M |
| Cary Street Partners Financial LLC | 0.30% | Reduce -3.9% | 157,217 | $9.4M |
| M. Kulyk & Associates, LLC | 2.07% | Add +3171.0% | 152,200 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -5.2% | 151,665 | $9.0M |
| Guardian Capital LP | 0.35% | Add +0.2% | 151,394 | $9.0M |
| Hantz Financial Services, Inc. | 0.16% | Add +32.7% | 150,114 | $8.9M |
| Templeton & Phillips Capital Management, LLC | 6.43% | Reduce -0.1% | 150,081 | $8.9M |
| NewSquare Capital LLC | 0.72% | Reduce -0.3% | 148,854 | $8.9M |
| Systematic Alpha Investments, LLC | 0.34% | No change | 147,881 | $8.8M |
| Lowe Brockenbrough & Co. Inc. | 0.58% | Add +2.2% | 146,911 | $8.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.0% | 146,703 | $8.7M |
| Jane Street Group, LLC | 0.02% | Add +2.7% | 145,830 | $8.7M |
| Clean Yield Group | 2.82% | Add +0.7% | 145,458 | $8.7M |
| Eldred Rock Partners, LLC | 2.64% | Add +33.4% | 145,616 | $8.7M |
| NorthCrest Asset Manangement, LLC | 0.26% | Add +1.3% | 144,850 | $8.6M |
| Waverly Advisors, LLC | 0.10% | Reduce -12.0% | 139,967 | $8.3M |
| Focus Partners Wealth | 0.02% | Add +15.0% | 139,425 | $8.3M |
| Nicholas Company, Inc. | 0.14% | Reduce -10.1% | 137,720 | $8.2M |
| Todd Asset Management LLC | 0.19% | Add +42.0% | 136,751 | $8.1M |
| US Bancorp \de | 0.01% | Reduce -2.9% | 134,889 | $8.0M |
| Oxbow Advisors, LLC | 0.86% | Add +1.6% | 133,900 | $8.0M |
| Destination Wealth Management | 0.25% | Reduce -1.4% | 132,818 | $7.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +539.8% | 131,545 | $7.8M |
| Wilmington Savings Fund Society, FSB | 0.15% | Reduce -3.5% | 130,355 | $7.8M |
| Windle Wealth, LLC | 3.99% | Add +0.8% | 129,967 | $7.7M |
| GMO | 0.02% | Reduce -56.4% | 129,186 | $7.7M |
| Snowden Capital Advisors LLC | 0.24% | Add +2.1% | 127,477 | $7.6M |
| Citadel Advisors | 0.01% | Reduce -86.4% | 126,251 | $7.5M |
| One Capital Management, LLC | 0.25% | Reduce -1.7% | 125,428 | $7.5M |
| XML Financial, LLC | 0.69% | Reduce -4.8% | 124,557 | $7.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +9.7% | 123,770 | $7.4M |
| Campbell & CO Investment Adviser LLC | 0.57% | Add +185.9% | 123,762 | $7.4M |
| Advocate Group LLC | 1.34% | Reduce -6.0% | 123,119 | $7.3M |
| Bell Bank | 0.39% | Add +7.1% | 119,753 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -25.6% | 119,432 | $7.1M |
| Sanders Capital, LLC | 0.01% | Reduce -10.9% | 118,880 | $7.1M |
| Fiduciary Trust Co | 0.09% | Add +137.0% | 114,163 | $6.8M |
| &partners | 0.07% | Add +2.5% | 112,160 | $6.7M |
| Cwm, LLC | 0.03% | Reduce -3.8% | 112,023 | $6.7M |
| Auxier Asset Management LLC | 0.99% | Reduce -0.5% | 112,018 | $6.7M |
| New England Asset Management Inc. | 1.13% | Add +25.3% | 111,180 | $6.6M |
| Barclays PLC | 0.00% | Add +5138.6% | 110,010 | $6.6M |
| Hamilton Point Investment Advisors, LLC | 1.17% | Reduce -0.5% | 109,407 | $6.5M |
| Guyasuta Investment Advisors Inc. | 0.42% | Reduce -0.6% | 108,587 | $6.5M |
| Portland Global Advisors LLC | 0.81% | Add +0.7% | 107,840 | $6.4M |
| Shufro Rose & Co. LLC | 0.51% | Reduce -1.4% | 107,787 | $6.4M |
| Ethic Inc. | 0.13% | Reduce -3.8% | 107,420 | $6.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -13.1% | 107,023 | $6.4M |
| Keating Investment Counselors Inc. | 1.87% | Reduce -3.2% | 103,888 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -13.0% | 102,750 | $6.1M |
| Fiera Capital Corp | 0.02% | Reduce -2.4% | 101,957 | $6.1M |
| Assetmark, Inc. | 0.02% | Add +30.4% | 100,610 | $6.0M |
| Stablepoint Partners, LLC | 1.08% | Add +10.7% | 100,165 | $6.0M |
| Coston, McIsaac & Partners | 1.73% | Add +0.4% | 99,407 | $5.9M |
| Kavar Capital Partners Group, LLC | 0.98% | Reduce -0.2% | 98,859 | $5.9M |
| Hennessy Advisors Inc. | 0.19% | Reduce -2.9% | 98,300 | $5.9M |
| Bedell Frazier Investment Counselling, LLC | 1.46% | New | 96,630 | $5.8M |
| HSBC Holdings PLC | 0.00% | Reduce -0.2% | 95,591 | $5.7M |
| Lorne Steinberg Wealth Management Inc. | 1.65% | Add +15.3% | 94,831 | $5.6M |
| tru Independence LLC | 1.74% | Add +2.3% | 94,117 | $5.6M |
| NewEdge Wealth, LLC | 0.10% | Add +15.0% | 91,901 | $5.5M |
| Butensky & Cohen Financial Security, Inc. | 1.67% | Reduce -0.5% | 91,446 | $5.4M |
| Jacobs & Co. | 0.57% | Reduce -1.7% | 90,403 | $5.4M |
| Headinvest, LLC | 1.04% | Reduce -1.9% | 90,165 | $5.4M |
| Evelyn Partners Asset Management Ltd | 1.48% | Add +1.7% | 89,293 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.8% | 87,674 | $5.2M |
| Nixon Peabody Trust Co. | 0.43% | New | 84,812 | $5.1M |
| Regions Financial Corp. | 0.04% | Reduce -1.2% | 84,463 | $5.0M |
| Becker Capital Management Inc. | 0.17% | Add +6.5% | 84,307 | $5.0M |
| Pinkerton Wealth, LLC | 0.64% | Add +0.5% | 82,502 | $4.9M |
| Advisory Research Inc. | 0.86% | Reduce -6.0% | 82,264 | $4.9M |
| Farther Finance Advisors, LLC | 0.12% | Add +0.3% | 80,953 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 80,944 | $4.8M |
| World Investment Advisors | 0.12% | Add +14.1% | 80,490 | $4.8M |
| Quadrant Capital Group LLC | 0.18% | Add +309.2% | 79,754 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.6% | 79,454 | $4.7M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +9.2% | 78,901 | $4.7M |
| Gabelli Funds LLC | 0.04% | Add +1.4% | 78,822 | $4.7M |
| Tevis Investment Management | 3.46% | No change | 82,280 | $4.7M |
| WCM Investment Management, LLC | 0.01% | Reduce -3.3% | 78,609 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +10.7% | 78,118 | $4.7M |
| Moran Wealth Management, LLC | 0.15% | Reduce -23.7% | 77,290 | $4.6M |
| Reynders McVeigh Capital Management, LLC | 0.26% | Add +8.5% | 77,175 | $4.6M |
| Arlington Partners LLC | 1.80% | Add +3.5% | 76,981 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.6% | 76,771 | $4.6M |
| Capital Investment Counsel, LLC | 0.75% | Reduce -1.7% | 76,223 | $4.5M |
| Bonness Enterprises Inc. | 1.48% | No change | 76,040 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +1.4% | 75,635 | $4.5M |
| Slocum, Gordon & Co LLP | 3.35% | Add +232.0% | 75,613 | $4.5M |
| Trajan Wealth LLC | 0.25% | Add +12.2% | 75,496 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +4.8% | 73,992 | $4.4M |
| Gilman Hill Asset Management, LLC | 0.76% | Add +2.3% | 73,642 | $4.4M |
| Motco | 0.46% | Reduce -11.0% | 73,341 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.4% | 71,633 | $4.3M |
| Haverford Trust Co | 0.04% | Add +1.5% | 71,104 | $4.2M |
| Sandy Spring Bank | 0.18% | Add +0.1% | 71,019 | $4.2M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +28.3% | 70,805 | $4.2M |
| Allen Capital Group, LLC | 0.48% | Add +15.7% | 70,622 | $4.2M |
| K.J. Harrison & Partners Inc | 0.81% | New | 70,000 | $4.2M |
| Procyon Advisors, LLC | 0.25% | Add +92.8% | 68,122 | $4.1M |
| Beacon Bank & Trust | 0.97% | Add +2.3% | 67,141 | $4.0M |
| Tweedy, Browne Co LLC | 0.35% | Reduce -3.1% | 66,675 | $4.0M |
| Beacon Financial Group | 0.43% | Add +2.7% | 66,347 | $4.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -6.7% | 68,216 | $3.9M |
| Zions Bancorporation, National Association | 0.25% | — | 66,232 | $3.9M |
| Azzad Asset Management Inc. | 0.46% | New | 66,166 | $3.9M |
| Royce & Associates LP | 0.04% | No change | 66,000 | $3.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.4% | 65,830 | $3.9M |
| Logan Capital Management Inc. | 0.18% | Add +1.3% | 65,338 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 65,330 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -17.8% | 65,087 | $3.9M |
| Heartland Advisors Inc. | 0.22% | Reduce -0.7% | 64,868 | $3.9M |
| Mutual Advisors, LLC | 0.11% | Reduce -12.1% | 61,493 | $3.9M |
| HB Wealth Management, LLC | 0.03% | Add +211.3% | 64,379 | $3.8M |
| Smithbridge Asset Management Inc. | 0.70% | — | 63,466 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.6% | 63,362 | $3.8M |
| Keybank National Association | 0.02% | Add +0.1% | 63,315 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | New | 63,106 | $3.8M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -2.7% | 62,670 | $3.7M |
| Empowered Funds, LLC | 0.05% | Add +46.7% | 62,424 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +14.2% | 62,305 | $3.7M |
| Exencial Wealth Advisors, LLC | 0.14% | Add +1.9% | 62,215 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +11.7% | 61,421 | $3.7M |
| IFP Advisors, Inc | 0.11% | Add +27.8% | 60,969 | $3.6M |
| Park Avenue Securities LLC | 0.04% | Add +27.7% | 60,376 | $3.6M |
| Fullcircle Wealth LLC | 1.47% | Add +2.3% | 56,442 | $3.6M |
| apricus wealth, LLC | 2.08% | Add +3.9% | 58,736 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -4.0% | 58,720 | $3.5M |
| Courier Capital LLC | 0.23% | Reduce -2.0% | 58,500 | $3.5M |
| JPL Wealth Management, LLC | 0.98% | Add +2.5% | 57,525 | $3.4M |
| SGL Investment Advisors, Inc. | 1.77% | Reduce -2.8% | 54,219 | $3.4M |
| Naviter Wealth, LLC | 0.41% | Add +0.7% | 56,969 | $3.4M |
| Old Port Advisors | 1.00% | Reduce -0.6% | 56,318 | $3.4M |
| Grey Ledge Advisors, LLC | 0.88% | Reduce -1.6% | 55,981 | $3.3M |
| Redmond Asset Management, LLC | 0.85% | Add +1.4% | 55,625 | $3.3M |
| Davis-Rea LTD. | 0.88% | New | 55,579 | $3.3M |
| Dakota Wealth Management | 0.08% | Reduce -3.4% | 54,231 | $3.2M |
| Choreo, LLC | 0.05% | Add +24.7% | 53,884 | $3.2M |
| Guardian Partners Inc. | 0.33% | Reduce -1.3% | 49,959 | $3.2M |
| Rhumbline Advisers | 0.00% | Reduce -0.7% | 53,814 | $3.2M |
| Founders Financial Securities LLC | 0.27% | Add +42.6% | 50,217 | $3.2M |
| Strategic Advisors LLC | 0.61% | Reduce -2.3% | 52,849 | $3.1M |
| Anchor Capital Advisors LLC | 0.09% | Add +0.5% | 52,464 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.1% | 51,612 | $3.1M |
| JCIC Asset Management Inc. | 1.28% | Reduce -1.3% | 51,438 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -4.3% | 51,168 | $3.0M |
| Hall Laurie J Trustee | 1.08% | Reduce -2.3% | 50,815 | $3.0M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -3.9% | 50,695 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -8.4% | 50,379 | $3.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -1.7% | 46,596 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.2% | 50,229 | $3.0M |
| Naples Global Advisors, LLC | 0.28% | Reduce -1.5% | 49,921 | $3.0M |
| Horizon Investments, LLC | 0.09% | Add +47.5% | 49,465 | $2.9M |
| Benedict Financial Advisors Inc. | 0.68% | Reduce -0.1% | 49,146 | $2.9M |
| Foresight Capital Management Advisors, Inc. | 1.82% | Add +2.6% | 49,049 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -3.4% | 48,961 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +1.9% | 48,746 | $2.9M |
| Norden Group LLC | 0.33% | Reduce -2.0% | 48,457 | $2.9M |
| Kanawha Capital Management LLC | 0.22% | Reduce -9.1% | 48,157 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 47,980 | $2.8M |
| Glenmede Trust Co. NA | 0.02% | Reduce -3.3% | 47,071 | $2.8M |
| Kennon-Green & Company, LLC | 2.28% | Reduce -1.5% | 46,934 | $2.8M |
| Argent Trust Co | 0.11% | Add +1.4% | 46,004 | $2.7M |
| Prosperity Consulting Group, LLC | 0.21% | Reduce -5.2% | 45,794 | $2.7M |
| Pavion Blue Capital, LLC | 1.28% | Reduce -0.1% | 45,185 | $2.7M |
| Signaturefd, LLC | 0.05% | Add +5.0% | 44,333 | $2.6M |
| Portside Wealth Group, LLC | 0.43% | Reduce -2.5% | 44,063 | $2.6M |
| Texas Yale Capital Corp. | 0.11% | Reduce -0.2% | 43,870 | $2.6M |
| Capital Insight Partners, LLC | 0.45% | Reduce -2.3% | 43,511 | $2.6M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -3.8% | 43,392 | $2.6M |
| Moors & Cabot, Inc. | 0.13% | Add +0.0% | 43,386 | $2.6M |
| Morningstar Investment Services LLC | 0.47% | Reduce -47.1% | 43,375 | $2.6M |
| Verdence Capital Advisors LLC | 0.20% | Add +18.4% | 43,255 | $2.6M |
| Parr McKnight Wealth Management Group, LLC | 0.37% | Add +0.9% | 42,809 | $2.5M |
| Columbus Macro, LLC | 0.33% | Reduce -0.2% | 42,582 | $2.5M |
| Hedges Asset Management LLC | 1.65% | No change | 42,300 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +2.7% | 42,158 | $2.5M |
| Natural Investments, LLC | 0.70% | Reduce -13.2% | 41,209 | $2.5M |
| SkyOak Wealth, LLC | 0.54% | Reduce -1.3% | 41,114 | $2.4M |
| Florida Trust Wealth Management Co | 0.08% | Reduce -2.6% | 41,104 | $2.4M |
| Anchor Investment Management, LLC | 0.23% | Add +0.0% | 40,875 | $2.4M |
| BTC Capital Management, Inc. | 0.22% | Add +7.6% | 40,837 | $2.4M |
| SCS Capital Management LLC | 0.03% | New | 40,649 | $2.4M |
| Arvest Bank Trust Division | 0.15% | Reduce -2.2% | 40,069 | $2.4M |
| Cardinal Capital Management | 0.37% | Add +0.4% | 39,953 | $2.4M |
| Timber Creek Capital Management LLC | 0.63% | Add +0.6% | 39,840 | $2.4M |
| Forte Capital LLC | 0.28% | Reduce -0.1% | 39,834 | $2.4M |
| Caprock Group, LLC | 0.07% | Add +13.8% | 39,725 | $2.4M |
| Vident Advisory, LLC | 0.03% | Add +46.0% | 39,581 | $2.4M |
| Regatta Capital Group, LLC | 0.46% | Add +1.9% | 39,573 | $2.4M |
| Pinnacle Associates Ltd. | 0.03% | Add +4.0% | 39,466 | $2.4M |
| Optimist Retirement Group LLC | 1.17% | Add +1.8% | 39,332 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +88.1% | 38,444 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -1.9% | 38,327 | $2.3M |
| Greenwood Capital Associates LLC | 0.30% | Add +9.3% | 37,940 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -7.2% | 37,789 | $2.3M |
| Callahan Advisors, LLC | 0.21% | Reduce -18.4% | 37,600 | $2.2M |
| Mgo One Seven LLC | 0.09% | Reduce -2.8% | 37,462 | $2.2M |
| William Blair Investment Management, LLC | 0.01% | Add +115.1% | 37,398 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -6.5% | 37,336 | $2.2M |
| Klein Pavlis & Peasley Financial, Inc. | 1.60% | New | 37,300 | $2.2M |
| Pathway Financial Advisers, LLC | 0.76% | Add +1.0% | 37,083 | $2.2M |
| Perpetual Ltd | 0.03% | Reduce -10.6% | 36,909 | $2.2M |
| Martin Capital Partners, LLC | 2.61% | Reduce -0.0% | 36,697 | $2.2M |
| Eastern Bank | 0.04% | Reduce -10.4% | 36,676 | $2.2M |
| Financial Gravity Asset Management, Inc. | 0.47% | — | 36,114 | $2.2M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +0.6% | 36,107 | $2.2M |
| State Street Corp. | 0.00% | No change | 36,017 | $2.1M |
| Ritholtz Wealth Management | 0.06% | Reduce -20.1% | 35,971 | $2.1M |
| Principal Securities, Inc. | 0.05% | No change | 37,759 | $2.1M |
| Trust Co. of Vermont | 0.11% | Add +0.5% | 35,729 | $2.1M |
| Blueshift Asset Management, LLC | 0.84% | New | 35,594 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +41.0% | 35,494 | $2.1M |
| Three Bridge Wealth Advisors, LLC | 0.73% | Add +2.1% | 35,462 | $2.1M |
| AQR Capital Management | 0.00% | Add +4.8% | 35,007 | $2.1M |
| Bard Financial Services, Inc. | 0.25% | Reduce -1.9% | 33,800 | $2.0M |
| Pacifica Partners Inc. | 0.92% | Reduce -0.6% | 32,165 | $2.0M |
| Invesco Ltd. | 0.00% | Reduce -23.8% | 33,560 | $2.0M |
| Auxano Advisors, LLC | 0.53% | Add +8.7% | 33,516 | $2.0M |
| Earnest Partners LLC | 0.01% | Reduce -12.2% | 33,367 | $2.0M |
| Americana Partners, LLC | 0.08% | Add +0.8% | 33,334 | $2.0M |
| Westhampton Capital, LLC | 1.08% | Reduce -3.2% | 33,269 | $2.0M |
| Quadcap Wealth Management, LLC | 0.29% | Reduce -1.1% | 33,099 | $2.0M |
| Aviso Financial Inc. | 0.10% | Reduce -0.6% | 32,985 | $2.0M |
| Parsons Capital Management Inc. | 0.11% | Reduce -0.1% | 32,763 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -20.0% | 32,466 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -5.3% | 32,296 | $1.9M |
| Altman Advisors, Inc. | 0.88% | Add +3.1% | 30,061 | $1.9M |
| Compound Planning, Inc. | 0.09% | Add +10.2% | 31,802 | $1.9M |
| Beach Investment Counsel Inc. | 0.28% | Reduce -8.1% | 31,752 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.16% | Add +20.8% | 31,559 | $1.9M |
| Lester Murray Antman dba SimplyRich | 0.54% | Reduce -9.3% | 31,531 | $1.9M |
| Drexel Morgan & Co. | 0.39% | No change | 31,372 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -61.7% | 31,286 | $1.9M |
| Game Plan Financial Advisors, LLC | 1.05% | New | 31,152 | $1.9M |
| Summit Securities Group LLC | 1.28% | New | 30,950 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +50.6% | 30,877 | $1.8M |
| SevenBridge Financial Group, LLC | 0.36% | Reduce -27.0% | 29,854 | $1.8M |
| Qtron Investments LLC | 0.27% | No change | 30,502 | $1.8M |
| Inlet Private Wealth, LLC | 0.47% | No change | 30,295 | $1.8M |
| RBF Capital, LLC | 0.11% | No change | 30,000 | $1.8M |
| Arvest Investments, Inc. | 0.28% | Reduce -4.7% | 29,771 | $1.8M |
| Lineweaver Wealth Advisors, LLC | 0.30% | Add +9.5% | 29,707 | $1.8M |
| Delta Capital Management LLC | 1.03% | Reduce -1.0% | 29,530 | $1.8M |
| Catalyst Capital Advisors LLC | 0.04% | Add +39.2% | 28,900 | $1.7M |
| Diversify Wealth Management, LLC | 0.13% | Add +1.4% | 27,154 | $1.7M |
| Guardian Wealth Management, Inc. | 1.14% | Add +18.4% | 28,744 | $1.7M |
| ICW Investment Advisors LLC | 0.69% | Reduce -0.3% | 28,645 | $1.7M |
| Advisors Preferred, LLC | 0.23% | New | 28,584 | $1.7M |
| Gibbs Wealth Management | 0.41% | Add +3.3% | 28,536 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -6.5% | 28,493 | $1.7M |
| Autumn Glory Partners, LLC | 0.84% | Add +1.6% | 65,837 | $1.7M |
| Pullen Investment Management, LLC | 1.07% | Add +2.3% | 28,341 | $1.7M |
| Schechter Investment Advisors, LLC | 0.14% | Reduce -6.1% | 27,926 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Add +94.0% | 27,789 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 27,720 | $1.7M |
| Voya Financial Advisors, Inc. | 0.18% | Add +3.3% | 27,771 | $1.6M |
| Choate Investment Advisors | 0.04% | Reduce -17.3% | 27,084 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +57.0% | 26,816 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.62% | Add +52.9% | 26,778 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -2.6% | 26,687 | $1.6M |
| Narwhal Capital Management | 0.14% | Reduce -0.0% | 26,181 | $1.6M |
| Capstone Financial Advisors, Inc. | 0.10% | Add +0.8% | 26,084 | $1.6M |
| Ceera Investments, LLC | 0.53% | Reduce -0.4% | 25,990 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +39.0% | 25,810 | $1.5M |
| Intrust Bank NA | 0.15% | Add +1.9% | 25,747 | $1.5M |
| Tectonic Advisors LLC | 0.10% | Reduce -9.9% | 25,710 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.2% | 25,403 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Reduce -20.8% | 25,362 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -3.6% | 25,350 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +7.5% | 25,257 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +257.8% | 25,183 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.39% | Reduce -5.5% | 25,171 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +8.0% | 25,125 | $1.5M |
| Henshaw Capital LLC | 0.06% | Add +45.7% | 24,731 | $1.5M |
| Abundance Wealth Counselors | 0.31% | Add +15.0% | 25,183 | $1.5M |
| Ellevest, Inc. | 0.10% | Reduce -14.9% | 24,661 | $1.5M |
| Long Run Wealth Advisors, LLC | 0.33% | Add +12.1% | 24,554 | $1.5M |
| Nia Impact Advisors, LLC | 0.53% | Reduce -0.7% | 24,000 | $1.4M |
| Hurley Capital, LLC | 1.08% | New | 23,942 | $1.4M |
| Dodge & Cox | 0.00% | No change | 23,900 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -2.8% | 23,590 | $1.4M |
| Rodgers Brothers Inc. | 0.19% | Add +6.1% | 23,417 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -19.7% | 23,410 | $1.4M |
| Semmax Financial Advisors Inc. | 0.37% | Add +1.5% | 21,755 | $1.4M |
| GoalVest Advisory LLC | 0.37% | Add +20.7% | 22,515 | $1.3M |
| Optiver Holding B.V. | 0.05% | New | 22,301 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +4.3% | 22,267 | $1.3M |
| Pinion Investment Advisors, LLC | 0.29% | Add +139.4% | 22,142 | $1.3M |
| Shelton Capital Management | 0.03% | Add +96.3% | 22,080 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +25.2% | 22,069 | $1.3M |
| Keystone Financial Group | 0.13% | Add +0.8% | 22,040 | $1.3M |
| W1M Asset Management Ltd | 0.11% | Reduce -46.6% | 21,954 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -3.5% | 21,845 | $1.3M |
| Fox Run Management, L.L.C. | 0.20% | Add +15.4% | 21,651 | $1.3M |
| Kimelman & Baird, LLC | 0.11% | No change | 21,610 | $1.3M |
| DRW Securities, LLC | 0.11% | Reduce -61.6% | 21,541 | $1.3M |
| SBI Securities Co., Ltd. | 0.04% | Add +0.8% | 21,492 | $1.3M |
| Creegan & Nassoura Financial Group, LLC | 0.85% | Reduce -0.1% | 21,463 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +0.1% | 21,408 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -6.5% | 21,391 | $1.3M |
| Legacy Capital Group California, Inc. | 0.44% | Add +7.0% | 21,326 | $1.3M |
| Syon Capital LLC | 0.10% | Reduce -5.4% | 20,814 | $1.2M |
| HF Advisory Group, LLC | 0.54% | Add +16.1% | 20,796 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Add +3.2% | 20,678 | $1.2M |
| Whittier Trust Co. | 0.02% | Reduce -17.9% | 20,348 | $1.2M |
| Ativo Capital Management LLC | 1.03% | Reduce -0.9% | 20,287 | $1.2M |
| Radnor Capital Management, LLC | 0.20% | No change | 20,261 | $1.2M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -5.3% | 20,133 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.1% | 20,108 | $1.2M |
| Eley Financial Management, Inc | 0.48% | Add +0.7% | 20,076 | $1.2M |
| Commerce Bank | 0.01% | Reduce -3.9% | 19,890 | $1.2M |
| Bridgewater Associates | 0.01% | Add +155.9% | 19,859 | $1.2M |
| GWN Securities Inc. | 0.07% | New | 19,533 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.0% | 19,852 | $1.2M |
| TrueMark Investments, LLC | 0.31% | New | 19,792 | $1.2M |
| Unique Wealth Strategies, LLC | 0.53% | Reduce -1.4% | 19,606 | $1.2M |
| Tower Bridge Advisors | 0.13% | No change | 19,595 | $1.2M |
| Aaron Wealth Advisors LLC | 0.13% | Add +3.2% | 19,581 | $1.2M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +1.9% | 19,574 | $1.2M |
| Allen Wealth Management, LLC | 0.79% | Reduce -0.8% | 19,348 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Add +8.6% | 19,244 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +8.7% | 19,136 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +1.4% | 19,093 | $1.1M |
| Mitchell & Pahl Private Wealth, LLC | 0.52% | Reduce -1.8% | 18,800 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -0.4% | 18,797 | $1.1M |
| Chicago Capital, LLC | 0.03% | Add +115.7% | 18,775 | $1.1M |
| Chesapeake Asset Management LLC | 1.06% | Reduce -4.4% | 18,742 | $1.1M |
| HM Payson & Co. | 0.02% | Reduce -38.3% | 18,526 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Reduce -16.0% | 18,508 | $1.1M |
| Huntington National Bank | 0.01% | Reduce -8.0% | 18,439 | $1.1M |
| Bollard Group LLC | 0.03% | Reduce -15.4% | 18,344 | $1.1M |
| Virtu Financial LLC | 0.06% | Add +29.4% | 18,311 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -7.9% | 18,259 | $1.1M |
| Northstar Group, Inc. | 0.18% | Reduce -3.0% | 18,170 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +25.2% | 18,130 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.16% | Add +75.2% | 18,122 | $1.1M |
| Weatherly Asset Management L. P. | 0.10% | Reduce -0.5% | 18,044 | $1.1M |
| Arjuna Capital | 0.30% | Reduce -2.7% | 17,975 | $1.1M |
| Marietta Investment Partners LLC | 0.26% | Reduce -0.1% | 17,971 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +30.8% | 17,715 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Add +2.6% | 17,680 | $1.1M |
| Meriwether Wealth & Planning, LLC | 0.69% | Add +13.8% | 17,676 | $1.1M |
| First Affirmative Financial Network | 0.64% | Reduce -5.0% | 17,626 | $1.0M |
| Bridgewater Advisors Inc. | 0.09% | Reduce -11.5% | 16,619 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.41% | Add +53.5% | 17,589 | $1.0M |
| Evelyn Partners Investment Management LLP | 0.03% | No change | 17,340 | $1.0M |
| Columbia Asset Management | 0.21% | Reduce -5.1% | 17,335 | $1.0M |
| Pitcairn Co. | 0.06% | Add +5.0% | 17,113 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.0% | 17,037 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +0.3% | 17,028 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.25% | Add +8.2% | 17,023 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -99.5% | 17,001 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +2.9% | 16,988 | $1.0M |
| Exchange Capital Management, Inc. | 0.16% | Add +4.7% | 16,965 | $1.0M |
| Wynn Capital, LLC | 0.60% | Add +1.5% | 16,845 | $1.0M |
| Leisure Capital Management | 0.41% | Add +6.5% | 16,760 | $998K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -20.5% | 16,751 | $998K |
| First Pacific Financial | 0.20% | Reduce -2.1% | 16,657 | $992K |
| NorthCoast Asset Management LLC | 0.01% | Add +19.0% | 16,650 | $991K |
| Salvus Wealth Management, LLC | 0.62% | Add +3.1% | 16,595 | $988K |
| Lido Advisors, LLC | 0.01% | Add +15.6% | 16,583 | $988K |
| River Wealth Advisors LLC | 0.14% | Reduce -13.2% | 16,570 | $987K |
| Curbstone Financial Management Corp | 0.21% | Reduce -1.2% | 16,528 | $984K |
| Hanson & Doremus Investment Management | 0.14% | Add +92.2% | 16,474 | $981K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -3.4% | 16,429 | $978K |
| Retirement Guys Formula LLC | 0.49% | Add +20.1% | 16,414 | $977K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +29.6% | 16,338 | $973K |
| Legacy Financial Advisors, Inc. | 0.16% | Add +0.8% | 16,306 | $971K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +37.3% | 16,265 | $969K |
| LCM Capital Management Inc | 0.57% | Add +2.0% | 16,258 | $968K |
| Hohimer Wealth Management, LLC | 0.19% | New | 16,253 | $968K |
| Essex Financial Services, Inc. | 0.07% | Add +1.0% | 16,246 | $967K |
| Greenleaf Trust | 0.01% | Add +0.9% | 16,242 | $967K |
| Spire Wealth Management | 0.03% | Add +3.6% | 16,063 | $957K |
| Great Lakes Retirement, Inc. | 0.12% | Reduce -1.9% | 15,987 | $952K |
| Janus Henderson Group PLC | 0.00% | Reduce -10.5% | 15,922 | $942K |
| Bailard, Inc. | 0.02% | Reduce -0.0% | 15,634 | $931K |
| Callan Family Office, LLC | 0.07% | Reduce -24.1% | 15,438 | $919K |
| Applied Finance Capital Management, LLC | 0.07% | Add +20.6% | 15,435 | $919K |
| Twin City Private Wealth, LLC | 0.81% | Reduce -2.7% | 15,381 | $916K |
| Smart Money Group LLC | 0.31% | Add +31.6% | 15,348 | $914K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.8% | 15,645 | $913K |
| Larson Financial Group LLC | 0.04% | Reduce -20.4% | 15,328 | $913K |
| 44 Wealth Management LLC | 0.34% | Add +75.6% | 15,255 | $908K |
| Geneos Wealth Management Inc. | 0.03% | Add +24.7% | 15,108 | $900K |
| Banco Santander, S.A. | 0.01% | Add +70.6% | 15,030 | $895K |
| FORA Capital, LLC | 0.09% | Add +67.9% | 15,008 | $894K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.2% | 14,899 | $887K |
| Murphy Pohlad Asset Management LLC | 0.37% | No change | 14,750 | $878K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 14,677 | $874K |
| Raelipskie Partnership | 0.45% | Reduce -2.9% | 14,638 | $872K |
| Ieq Capital, LLC | 0.01% | Add +5.0% | 14,637 | $872K |
| Empire Financial Management Company, LLC | 0.27% | Reduce -42.5% | 14,546 | $866K |
| Hartford Funds Management Co LLC | 0.08% | Add +2.4% | 14,497 | $863K |
| BCGM Wealth Management, LLC | 0.26% | Add +9.3% | 14,407 | $858K |
| Joel Isaacson & Co., LLC | 0.04% | Add +4.0% | 14,392 | $857K |
| Modern Wealth Management, LLC | 0.03% | Add +5.8% | 14,389 | $857K |
| Strategic Global Advisors, LLC | 0.17% | Add +29.2% | 14,366 | $855K |
| Stonegate Investment Group, LLC | 0.02% | Add +69.7% | 14,282 | $850K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.3% | 14,276 | $850K |
| Raab & Moskowitz Asset Management LLC | 0.21% | Reduce -1.1% | 14,249 | $849K |
| Berkeley Capital Partners, LLC | 0.23% | Add +0.1% | 14,140 | $842K |
| Welch & Forbes LLC | 0.01% | Reduce -2.9% | 14,006 | $834K |
| Value Partners Investments Inc. | 0.07% | Add +56.7% | 13,958 | $832K |
| Highland Capital Management, LLC | 0.05% | Reduce -6.7% | 13,936 | $830K |
| Bank of Nova Scotia Trust Co. | 0.09% | Reduce -33.8% | 13,825 | $823K |
| Potentia Wealth | 0.39% | No change | 13,816 | $823K |
| Dearborn Partners LLC | 0.04% | Reduce -2.5% | 13,808 | $822K |
| Summit Global Investments | 0.06% | Reduce -77.3% | 13,792 | $821K |
| BIP Wealth, LLC | 0.05% | Add +0.0% | 13,785 | $821K |
| Excalibur Management Corp. | 0.32% | Add +0.1% | 13,741 | $818K |
| Future Fund LLC | 1.05% | New | 13,709 | $816K |
| North Star Investment Management Corp. | 0.06% | No change | 13,602 | $810K |
| Savant Capital, LLC | 0.01% | Reduce -24.2% | 13,594 | $810K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -4.0% | 13,460 | $802K |
| Mengis Capital Management, Inc. | 0.17% | Reduce -1.1% | 13,412 | $799K |
| Confluence Investment Management LLC | 0.01% | Add +5.5% | 13,329 | $794K |
| PAX Financial Group, LLC | 0.14% | Reduce -0.2% | 13,283 | $791K |
| First Bank & Trust | 0.15% | Reduce -4.3% | 13,269 | $790K |
| Fayez Sarofim & Co | 0.00% | No change | 13,237 | $788K |
| BKM Wealth Management, LLC | 0.32% | Add +5.5% | 13,171 | $784K |
| GAMMA Investing LLC | 0.06% | Add +24.0% | 13,127 | $782K |
| Northeast Investment Management | 0.04% | Reduce -1.8% | 13,092 | $780K |
| Aberdeen Wealth Management LLC | 0.54% | Add +0.0% | 13,078 | $779K |
| Crux Wealth Advisors | 0.40% | Add +97.2% | 13,024 | $776K |
| Boit C F David | 0.39% | No change | 13,000 | $774K |
| Israel Discount Bank of New York | 0.59% | Reduce -15.9% | 12,879 | $767K |
| Ascentis Independent Advisors | 0.15% | Add +22.2% | 12,831 | $764K |
| Smartleaf Asset Management LLC | 0.07% | Add +8.6% | 12,836 | $760K |
| Keystone Financial Services | 0.29% | Add +4.3% | 12,691 | $756K |
| Bridges Investment Management Inc. | 0.01% | No change | 12,690 | $756K |
| Roundview Capital LLC | 0.05% | Reduce -2.6% | 12,657 | $754K |
| Level Four Advisory Services, LLC | 0.03% | Add +11.8% | 12,649 | $753K |
| HighPoint Advisor Group LLC | 0.04% | Add +27.0% | 11,683 | $738K |
| XTX Topco Ltd | 0.04% | Reduce -82.4% | 12,334 | $734K |
| FLC Capital Advisors | 0.16% | No change | 12,299 | $732K |
| Banco de Sabadell, S.A | 0.56% | Add +0.7% | 12,295 | $732K |
| Garrett Wealth Advisory Group, LLC | 0.16% | Add +5.9% | 12,287 | $732K |
| Phraction Management LLC | 0.26% | No change | 12,280 | $731K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -2.1% | 12,269 | $731K |
| Navellier & Associates Inc. | 0.10% | No change | 11,492 | $729K |
| Drucker Wealth 3.0, LLC | 0.16% | Reduce -16.3% | 12,248 | $729K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +3.3% | 12,224 | $728K |
| Brooklyn Investment Group | 0.16% | Add +496.9% | 12,140 | $723K |
| Transcend Capital Advisors, LLC | 0.05% | Add +4.9% | 12,045 | $717K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -30.3% | 12,042 | $717K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +60.0% | 11,968 | $713K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -18.3% | 11,943 | $711K |
| Fifth Third Bancorp | 0.00% | Reduce -6.7% | 11,731 | $699K |
| Sandy Cove Advisors, LLC | 0.28% | Add +2.6% | 11,661 | $694K |
| Forum Financial Management, LP | 0.01% | Reduce -0.7% | 11,645 | $693K |
| Global View Capital Management LLC | 0.25% | Reduce -12.4% | 11,606 | $691K |
| Mezzasalma Advisors, LLC | 0.24% | Reduce -1.1% | 11,524 | $686K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 11,518 | $686K |
| Mission Wealth Management, LP | 0.02% | Add +1.4% | 11,497 | $685K |
| Callan Capital, LLC | 0.05% | Add +29.2% | 11,453 | $682K |
| GAMCO Investors | 0.01% | Reduce -5.4% | 11,347 | $676K |
| Financial & Tax Architects, LLC | 0.17% | Add +9.8% | 11,343 | $675K |
| UMB Bank, n.a. | 0.01% | Add +13.0% | 11,322 | $674K |
| PFG Investments, LLC | 0.04% | Add +7.2% | 11,286 | $672K |
| Quotient Wealth Partners, LLC | 0.02% | Add +11.6% | 11,255 | $670K |
| Marcum Wealth, LLC | 0.06% | Add +7.2% | 11,230 | $669K |
| Diversify Advisory Services, LLC | 0.04% | Add +0.3% | 10,536 | $665K |
| Everstar Asset Management, LLC | 0.44% | Add +56.4% | 11,164 | $665K |
| Versant Capital Management, Inc | 0.11% | Add +1022.6% | 11,159 | $665K |
| Manchester Capital Management LLC | 0.08% | No change | 11,142 | $664K |
| Cerro Pacific Wealth Advisors LLC | 0.21% | Add +1.3% | 11,603 | $658K |
| PDS Planning, Inc | 0.05% | Add +17.3% | 10,923 | $650K |
| Leavell Investment Management, Inc. | 0.03% | No change | 10,832 | $645K |
| Aprio Wealth Management, LLC | 0.08% | Add +23.3% | 10,820 | $644K |
| Rathbones Group PLC | 0.00% | No change | 10,768 | $641K |
| Welch Group, LLC | 0.03% | Reduce -98.8% | 10,747 | $636K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.5% | 10,663 | $635K |
| Walleye Capital LLC | 0.01% | Reduce -64.8% | 10,656 | $635K |
| Cozad Asset Management Inc. | 0.06% | No change | 10,651 | $634K |
| Cadence Bank | 0.05% | Reduce -24.9% | 10,650 | $634K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.5% | 10,553 | $628K |
| Ignite Planners, LLC | 0.12% | Add +0.1% | 9,891 | $623K |
| TD Private Client Wealth LLC | 0.02% | Reduce -34.1% | 10,442 | $622K |
| Colonial Trust Co / SC | 0.10% | Add +3.3% | 10,420 | $621K |
| Jefferies Financial Group Inc. | 0.01% | New | 10,326 | $615K |
| Nuveen, LLC | 0.00% | — | 10,290 | $613K |
| Old National Bancorp | 0.02% | Reduce -31.2% | 10,268 | $611K |
| Physicians Financial Services, Inc. | 0.19% | Reduce -2.4% | 10,248 | $610K |
| Tranquilli Financial Advisor LLC | 0.39% | Add +2.9% | 10,241 | $610K |
| Old North State Trust, LLC | 0.39% | No change | 10,728 | $608K |
| Glenview Trust Co | 0.01% | Reduce -0.1% | 10,164 | $605K |
| Brighton Jones LLC | 0.02% | Reduce -4.1% | 10,137 | $604K |
| Breakwater Capital Group | 0.11% | Add +49.8% | 10,066 | $599K |
| Corient IA LP | 0.42% | — | 10,000 | $596K |
| Range Financial Group LLC | 0.26% | Reduce -2.2% | 9,992 | $595K |
| Flputnam Investment Management Co. | 0.01% | Reduce -17.6% | 9,987 | $595K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.5% | 9,906 | $590K |
| CW Advisors, LLC | 0.01% | Add +121.6% | 9,935 | $590K |
| Bar Harbor Wealth Management | 0.04% | Reduce -80.6% | 9,854 | $587K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +25.3% | 9,767 | $582K |
| Lanark Financial, Inc. | 0.05% | — | 9,745 | $580K |
| Haven Private, LLC | 0.33% | Add +22.4% | 9,721 | $579K |
| DecisionMap Wealth Management, LLC | 0.44% | Add +8.3% | 9,681 | $576K |
| Centaurus Financial, Inc. | 0.03% | Add +10.3% | 9,623 | $573K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -26.3% | 9,590 | $571K |
| Beverly Hills Private Wealth, LLC | 0.11% | Add +0.8% | 9,548 | $569K |
| Jacobi Capital Management LLC | 0.04% | Add +7.1% | 9,520 | $567K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.4% | 9,508 | $566K |
| Marex Group Ltd | 0.01% | New | 9,465 | $564K |
| Wealth Alliance, LLC | 0.07% | Add +2.7% | 9,449 | $563K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -7.4% | 9,440 | $562K |
| West Family Investments, Inc. | 0.21% | Add +0.9% | 9,414 | $561K |
| OneAscent Investment Solutions LLC | 0.66% | — | 9,396 | $560K |
| Independence Bank of Kentucky | 0.09% | Reduce -1.1% | 9,377 | $558K |
| Brucke Financial, Inc. | 0.48% | Reduce -0.9% | 8,748 | $556K |
| Malaga Cove Capital, LLC | 0.24% | Add +2.7% | 9,322 | $555K |
| Private Trust Co. NA | 0.06% | Add +0.6% | 9,305 | $554K |
| Bond & Devick Financial Network, Inc. | 0.20% | Add +0.3% | 9,289 | $553K |
| Novem Group | 0.08% | Add +32.6% | 9,287 | $553K |
| Sage Rhino Capital LLC | 0.13% | Add +1.3% | 9,241 | $550K |
| Peregrine Asset Advisers, Inc. | 0.20% | Reduce -4.2% | 9,175 | $546K |
| Cordatus Wealth Management LLC | 0.15% | Add +21.5% | 9,138 | $544K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -43.0% | 9,118 | $543K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.7% | 9,075 | $540K |
| Wescott Financial Advisory Group, LLC | 0.06% | No change | 9,032 | $538K |
| Boston Trust Walden Corp | 0.00% | Reduce -0.7% | 8,970 | $534K |
| Riverwater Partners LLC | 0.27% | Reduce -3.1% | 8,961 | $534K |
| Powers Advisory Group, LLC | 0.25% | Reduce -5.1% | 8,914 | $531K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.5% | 8,880 | $529K |
| Strive Asset Management, LLC | 0.37% | Reduce -6.9% | 8,875 | $529K |
| Principle Wealth Partners LLC | 0.04% | No change | 8,874 | $528K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.4% | 8,769 | $522K |
| Phillips Wealth Planners LLC | 0.55% | Reduce -6.4% | 8,398 | $520K |
| RS Crum Inc. | 0.14% | No change | 8,725 | $520K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -47.6% | 8,657 | $516K |
| Thomasville National Bank | 0.04% | Reduce -6.7% | 8,622 | $513K |
| Gallacher Capital Management LLC | 0.25% | Add +11.3% | 8,535 | $508K |
| Country Club Bank | 0.03% | Add +0.6% | 8,586 | $508K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +18.4% | 8,512 | $507K |
| Garner Asset Management Corp | 0.22% | Reduce -26.9% | 8,495 | $506K |
| Two Sigma Securities, LLC | 0.08% | Add +0.8% | 8,494 | $506K |
| Beutel, Goodman & Co Ltd. | 0.00% | Add +4.4% | 8,365 | $498K |
| Ransom Advisory, Ltd | 0.25% | Reduce -2.3% | 8,333 | $496K |
| Ascent Group, LLC | 0.02% | New | 8,270 | $492K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 8,250 | $492K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -3.6% | 8,258 | $492K |
| Spinnaker Trust | 0.03% | No change | 8,255 | $492K |
| Sivia Capital Partners, LLC | 0.23% | Add +4.0% | 8,189 | $488K |
| Clarius Group, LLC | 0.03% | Add +2.7% | 8,070 | $481K |
| Twelve Points Wealth Management LLC | 0.13% | Reduce -0.8% | 8,061 | $480K |
| Woodmont Investment Counsel LLC | 0.03% | Add +1.5% | 8,039 | $479K |
| Allen Investment Management, LLC | 0.01% | No change | 8,005 | $477K |
| King Luther Capital Management Corp. | 0.00% | Reduce -11.6% | 7,921 | $472K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +18.3% | 7,905 | $471K |
| Sowell Financial Services LLC | 0.02% | New | 7,902 | $471K |
| FourThought Financial Partners, LLC | 0.05% | Add +4.6% | 7,889 | $470K |
| Manske Wealth Management | 0.18% | Add +13.7% | 7,868 | $469K |
| Roman Butler Fullerton & Co. | 0.18% | Reduce -3.5% | 7,521 | $467K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.4% | 7,780 | $463K |
| Rbo & Co. LLC | 0.07% | No change | 7,769 | $463K |
| Independent Advisor Alliance | 0.02% | Add +11.0% | 7,768 | $463K |
| Calydon Capital | 0.09% | No change | 7,744 | $461K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -8.5% | 7,707 | $459K |
| Tidal Investments LLC | 0.00% | Add +45.5% | 7,654 | $456K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +0.3% | 7,649 | $456K |
| Cohen Investment Advisors LLC | 0.26% | Add +0.9% | 7,641 | $455K |
| Court Place Advisors, LLC | 0.15% | No change | 7,625 | $454K |
| V-Square Quantitative Management LLC | 0.07% | No change | 7,607 | $453K |
| GTS Securities LLC | 0.02% | New | 7,591 | $452K |
| SouthState Bank Corp | 0.02% | Add +5.0% | 7,579 | $451K |
| WealthTrust Axiom LLC | 0.14% | Reduce -6.6% | 7,573 | $451K |
| Arkadios Wealth Advisors | 0.02% | Add +21.9% | 7,530 | $448K |
| Searle & Co. | 0.13% | No change | 7,500 | $447K |
| BSW Wealth Partners | 0.07% | Reduce -6.3% | 7,473 | $445K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -11.7% | 7,430 | $442K |
| May Hill Capital, LLC | 0.17% | Add +41.8% | 7,392 | $440K |
| Hickory Asset Management, Inc. | 0.39% | Reduce -0.9% | 7,324 | $436K |
| Mane Global Capital Management LP | 0.03% | Add +15.9% | 7,319 | $436K |
| Gentry Private Wealth, LLC | 0.35% | New | 7,238 | $431K |
| ICONIQ Capital, LLC | 0.01% | Reduce -18.9% | 7,217 | $430K |
| Aspen Grove Capital, LLC | 0.08% | Add +1.5% | 7,138 | $425K |
| Cordgrass Capital Advisors, LLC | 0.12% | New | 7,123 | $424K |
| Breed's Hill Capital LLC | 0.23% | Reduce -0.3% | 7,121 | $424K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -7.1% | 7,120 | $424K |
| Mather Group, Llc. | 0.00% | Add +4.8% | 7,113 | $424K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -24.7% | 7,101 | $423K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 7,073 | $421K |
| Sound Income Strategies, LLC | 0.02% | Reduce -5.1% | 7,071 | $421K |
| Graypoint LLC | 0.03% | Reduce -0.0% | 7,021 | $418K |
| Fca Corp. | 0.13% | No change | 7,000 | $417K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 6,490 | $415K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -5.6% | 6,916 | $412K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -13.2% | 6,911 | $412K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +46.1% | 6,869 | $410K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.09% | Add +19.6% | 6,542 | $407K |
| BridgePort Financial Solutions, LLC | 0.18% | Add +0.1% | 6,830 | $407K |
| Resonant Capital Advisors, LLC | 0.03% | Add +21.8% | 6,764 | $403K |
| Red Door Wealth Management, LLC | 0.06% | Reduce -33.8% | 6,758 | $402K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +1.3% | 6,739 | $401K |
| Carnegie Investment Counsel | 0.01% | Reduce -3.5% | 6,888 | $399K |
| 1900 Wealth Management LLC | 0.03% | Add +0.8% | 6,675 | $397K |
| Contravisory Investment Management, Inc. | 0.08% | Add +91.9% | 6,656 | $396K |
| O'Brien Greene & Co. Inc | 0.13% | No change | 6,650 | $396K |
| Bessemer Group Inc. | 0.00% | Add +164.6% | 6,638 | $395K |
| Ti-Trust, Inc. | 0.26% | No change | 6,625 | $395K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -1.1% | 6,609 | $394K |
| Port Capital LLC | 0.02% | No change | 6,500 | $387K |
| Hancock Whitney Corp. | 0.01% | Add +26.0% | 6,491 | $387K |
| Lincoln Capital LLC | 0.08% | Reduce -6.9% | 5,902 | $386K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -27.6% | 6,481 | $386K |
| Griffith & Werner, Inc. | 0.24% | No change | 6,473 | $385K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Add +13.6% | 6,465 | $385K |
| Maia Wealth LLC | 0.09% | Add +2.0% | 6,176 | $384K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -1.7% | 6,454 | $384K |
| Valley National Advisers Inc. | 0.07% | Reduce -8.8% | 6,454 | $384K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -4.8% | 6,399 | $381K |
| Smithfield Trust Co | 0.02% | Reduce -3.9% | 6,361 | $381K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -2.2% | 6,366 | $379K |
| GeoWealth Management, LLC | 0.02% | Reduce -17.2% | 6,353 | $378K |
| Good Steward Wealth Advisors,LLC | 0.34% | — | 6,316 | $376K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -4.7% | 6,271 | $373K |
| Fulcrum Capital LLC | 0.08% | Add +12.1% | 6,258 | $373K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.42% | Add +0.2% | 6,257 | $373K |
| Pine Haven Investment Counsel, Inc | 0.31% | No change | 6,243 | $372K |
| Cetera Trust Company, N.A | 0.24% | No change | 6,230 | $371K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.1% | 6,225 | $371K |
| Schrum Private Wealth Management LLC | 0.33% | No change | 6,223 | $371K |
| Gryphon Financial Partners LLC | 0.05% | Add +10.1% | 6,184 | $368K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.9% | 6,156 | $367K |
| Diversified Trust Co. | 0.01% | Reduce -4.0% | 6,106 | $364K |
| Lindbrook Capital, LLC | 0.03% | Add +2.1% | 6,099 | $363K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Reduce -8.2% | 6,065 | $363K |
| Optas, LLC | 0.06% | Reduce -17.3% | 6,020 | $358K |
| Phocas Financial Corp. | 0.05% | No change | 6,000 | $357K |
| Addison Advisors LLC | 0.10% | Add +0.8% | 5,954 | $355K |
| Certior Financial Group, LLC | 0.29% | Add +1.8% | 5,947 | $354K |
| Fielder Capital Group LLC | 0.10% | No change | 5,921 | $353K |
| CVA Family Office, LLC | 0.05% | No change | 5,921 | $353K |
| Probity Advisors, Inc. | 0.07% | No change | 5,910 | $352K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 5,910 | $352K |
| Tru Independence Asset Management 2, LLC | 0.26% | No change | 5,886 | $351K |
| Sky Investment Group LLC | 0.07% | Reduce -5.1% | 5,875 | $350K |
| Roberts Glore & Co. Inc. | 0.11% | No change | 5,841 | $348K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +3.4% | 5,840 | $348K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.7% | 5,817 | $346K |
| Sabal Trust CO | 0.02% | Add +5.8% | 5,745 | $342K |
| Sterling Investment Advisors, Ltd. | 0.08% | Reduce -0.0% | 5,725 | $341K |
| Nilsine Partners, LLC | 0.04% | Reduce -3.0% | 5,721 | $341K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -1.4% | 5,710 | $340K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -13.4% | 5,696 | $339K |
| Berry Wealth Group, LP | 0.26% | Add +41.4% | 5,639 | $336K |
| Atlas Brown,Inc. | 0.12% | Reduce -0.2% | 5,639 | $336K |
| Wedmont Private Capital | 0.02% | Add +3.8% | 5,418 | $335K |
| Diligent Investors, LLC | 0.08% | No change | 5,619 | $335K |
| Seeds Investor LLC | 0.09% | Reduce -8.6% | 5,604 | $334K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 5,500 | $328K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 5,485 | $327K |
| Claro Advisors Inc. | 0.04% | Add +0.3% | 5,469 | $326K |
| Hexagon Capital Partners LLC | 0.06% | Add +10.4% | 5,452 | $325K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.3% | 5,388 | $321K |
| Sierra Ocean, LLC | 0.25% | Reduce -3.1% | 5,383 | $321K |
| Eagle Bay Advisors LLC | 0.27% | Reduce -5.5% | 5,380 | $320K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -6.4% | 5,348 | $318K |
| SPC Financial, Inc. | 0.03% | Add +1.5% | 5,338 | $318K |
| Lummis Asset Management, LP | 0.22% | New | 5,000 | $318K |
| Blue Barn Wealth, LLC | 0.17% | Reduce -0.9% | 5,324 | $317K |
| Franklin Street Advisors Inc. | 0.02% | No change | 5,327 | $317K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +1.9% | 5,321 | $317K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +28.1% | 5,310 | $316K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -7.4% | 5,273 | $314K |
| Mitchell Sinkler & Starr | 0.09% | Reduce -11.8% | 5,240 | $312K |
| Absher Wealth Management, LLC | 0.04% | Add +6.5% | 5,218 | $311K |
| Good Life Advisors, LLC | 0.02% | Add +24.0% | 5,218 | $311K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.6% | 5,192 | $309K |
| Wallace Advisory Group, LLC | 0.21% | Add +2.5% | 5,438 | $308K |
| SageView Advisory Group, LLC | 0.01% | Reduce -16.6% | 5,161 | $307K |
| Borer Denton & Associates, Inc. | 0.11% | No change | 5,155 | $307K |
| Northwest Capital Management Inc | 0.13% | No change | 5,146 | $306K |
| Fermata Advisors, LLC | 0.06% | New | 5,134 | $306K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.12% | No change | 5,125 | $305K |
| Kathmere Capital Management, LLC | 0.03% | Add +28.1% | 5,119 | $305K |
| Inscription Capital, LLC | 0.05% | — | 6,073 | $305K |
| Sage Investment Counsel LLC | 0.39% | Reduce -33.4% | 5,100 | $304K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -4.4% | 5,099 | $304K |
| Cable Hill Partners, LLC | 0.03% | Add +1.8% | 4,748 | $302K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +11.8% | 5,038 | $300K |
| Platform Technology Partners | 0.09% | No change | 5,021 | $299K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -2.4% | 4,975 | $296K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +34.9% | 4,974 | $296K |
| Steinberg Asset Management LLC | 0.24% | Add +0.0% | 4,962 | $295K |
| Grove Bank & Trust | 0.04% | Add +7.7% | 4,931 | $294K |
| Legacy Private Trust Co. | 0.02% | Reduce -9.3% | 4,921 | $293K |
| Tacita Capital Inc | 0.21% | No change | 4,900 | $292K |
| Drive Wealth Management, LLC | 0.07% | Reduce -11.7% | 4,900 | $292K |
| Caldwell Trust Co | 0.03% | Reduce -0.9% | 4,888 | $291K |
| Intrua Financial, LLC | 0.05% | Add +0.3% | 4,886 | $291K |
| Hummer Financial Advisory Services Inc | 0.23% | Reduce -9.9% | 4,860 | $289K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -7.5% | 4,855 | $289K |
| Graybill Wealth Management, LTD. | 0.10% | — | 4,850 | $289K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -1.9% | 4,833 | $288K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -1.0% | 4,783 | $287K |
| Fortress Private Ledger, LLC | 0.16% | New | 4,803 | $286K |
| Net Worth Advisory Group | 0.09% | Reduce -4.5% | 4,794 | $285K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +0.9% | 4,789 | $285K |
| Freedom Investment Management, Inc. | 0.02% | Add +12.1% | 4,776 | $284K |
| Knightsbridge Asset Management, LLC | 0.07% | Reduce -6.0% | 4,772 | $284K |
| New York State Common Retirement Fund | 0.00% | Reduce -88.8% | 4,751 | $283K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +10.5% | 4,735 | $282K |
| Essex Bank | 0.07% | Add +2.0% | 4,719 | $281K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -1.6% | 4,707 | $280K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.2% | 4,690 | $279K |
| Summit Financial, LLC | 0.01% | Add +0.4% | 4,674 | $278K |
| Embree Financial Group | 0.05% | Add +0.5% | 4,669 | $278K |
| Delta Financial Advisors LLC | 0.10% | Add +0.1% | 4,648 | $277K |
| Empower Advisory Group, LLC | 0.00% | Add +3.5% | 4,647 | $277K |
| Schnieders Capital Management LLC | 0.06% | No change | 4,638 | $276K |
| Abel Hall, LLC | 0.17% | New | 4,621 | $275K |
| Alhambra Investment Management LLC | 0.14% | Add +0.6% | 4,611 | $275K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +2.3% | 4,591 | $273K |
| IFG Advisory, LLC | 0.01% | Reduce -1.5% | 4,550 | $271K |
| Marino, Stram & Associates LLC | 0.06% | No change | 4,542 | $270K |
| Augustine Asset Management Inc. | 0.08% | Reduce -0.2% | 4,536 | $270K |
| Carr Financial Group Corp | 0.09% | Add +0.2% | 4,530 | $270K |
| Financial Advocates Investment Management | 0.02% | Reduce -18.3% | 4,524 | $269K |
| Lafayette Investments, Inc. | 0.06% | No change | 4,520 | $269K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 4,500 | $268K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -11.2% | 4,477 | $267K |
| Cromwell Holdings LLC | 0.17% | No change | 4,445 | $265K |
| Main Street Financial Solutions, LLC | 0.02% | New | 4,440 | $264K |
| Buffington Mohr McNeal | 0.05% | Reduce -85.3% | 4,430 | $264K |
| Traveka Wealth, LLC | 0.15% | Reduce -9.7% | 4,421 | $263K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.0% | 4,420 | $263K |
| Washington Trust Bank | 0.03% | New | 4,400 | $262K |
| Kuhn & Co Investment Counsel | 0.22% | No change | 4,388 | $261K |
| Five Oceans Advisors | 0.12% | No change | 4,378 | $261K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 4,355 | $259K |
| WoodTrust Financial Corp | 0.04% | No change | 4,350 | $259K |
| Two Sigma Investments, LP | 0.00% | Reduce -97.5% | 4,299 | $256K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -5.7% | 4,271 | $254K |
| Eagle Strategies LLC | 0.04% | New | 4,254 | $253K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 4,252 | $253K |
| Keudell/Morrison Wealth Management | 0.06% | Add +11.3% | 4,219 | $251K |
| Moseley Investment Management Inc. | 0.10% | Add +0.1% | 4,208 | $251K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -97.9% | 4,201 | $250K |
| Newman Dignan & Sheerar, Inc. | 0.07% | No change | 4,200 | $250K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -2.2% | 4,197 | $250K |
| Great Diamond Partners, LLC | 0.07% | Reduce -3.3% | 4,190 | $250K |
| Broadwater Capital Management LLC | 0.19% | No change | 4,150 | $247K |
| New Wave Wealth Advisors LLC | 0.11% | Reduce -34.9% | 4,123 | $246K |
| Live Oak Private Wealth LLC | 0.04% | No change | 4,119 | $245K |
| Aurora Private Wealth, Inc. | 0.20% | Reduce -2.3% | 4,107 | $245K |
| Ameriflex Group, Inc. | 0.10% | Add +32.4% | 4,099 | $244K |
| Sepio Capital, LP | 0.02% | No change | 4,096 | $244K |
| Capital Advantage, Inc. | 0.04% | No change | 4,268 | $242K |
| Carret Asset Management, LLC | 0.03% | No change | 4,044 | $241K |
| Claris Advisors, LLC / Mo / | 0.09% | No change | 4,042 | $241K |
| Rwa Wealth Partners, LLC | 0.00% | New | 4,023 | $240K |
| Cottonwood Capital Advisors, LLC | 0.18% | Add +7.8% | 4,013 | $239K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -33.5% | 4,000 | $238K |
| Scientech Research LLC | 0.06% | New | 3,996 | $238K |
| Fiduciary Group, LLC | 0.02% | Reduce -3.4% | 3,995 | $238K |
| Wealthstream Advisors, Inc. | 0.04% | Reduce -2.8% | 3,992 | $238K |
| Cannell & Spears LLC | 0.01% | No change | 3,987 | $237K |
| Rosenberg Matthew Hamilton | 0.06% | Add +20.5% | 3,972 | $237K |
| Tradition Wealth Management, LLC | 0.02% | No change | 3,958 | $236K |
| RD Lewis Holdings, Inc. | 0.26% | Reduce -6.2% | 3,681 | $234K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Reduce -45.7% | 3,910 | $233K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 3,907 | $233K |
| Armstrong, Fleming & Moore, Inc | 0.28% | New | 3,890 | $232K |
| Sage Mountain Advisors LLC | 0.02% | Add +6.7% | 3,888 | $232K |
| S.A. Mason LLC | 0.12% | No change | 3,883 | $231K |
| Paragon Private Wealth Management, LLC | 0.11% | Reduce -3.2% | 3,873 | $231K |
| LMR Partners LLP | 0.01% | New | 3,863 | $230K |
| Wedbush Securities Inc. | 0.01% | Add +0.2% | 3,856 | $230K |
| Riverview Trust Co | 0.23% | No change | 3,849 | $229K |
| Toronto Dominion Bank | 0.00% | Reduce -4.4% | 3,840 | $229K |
| Somerville Kurt F | 0.04% | Reduce -1.4% | 3,837 | $228K |
| Wellington Shields & Co., LLC | 0.07% | Reduce -11.6% | 3,812 | $227K |
| Pinnacle Financial Partners Inc | 0.00% | Add +0.5% | 3,803 | $226K |
| Certuity, LLC | 0.02% | Reduce -4.3% | 3,767 | $224K |
| Opes Wealth Management LLC | 0.05% | Reduce -0.2% | 3,761 | $224K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 3,735 | $222K |
| United Community Bank | 0.08% | No change | 3,730 | $222K |
| Csenge Advisory Group | 0.01% | New | 3,461 | $221K |
| Brookstone Capital Management | 0.00% | New | 3,706 | $221K |
| Capital Analysts, LLC | 0.01% | Add +0.5% | 3,692 | $220K |
| Tradewinds, LLC. | 0.06% | Add +8.4% | 3,694 | $220K |
| Frisch Financial Group, Inc. | 0.06% | Add +1.0% | 3,685 | $219K |
| Proficio Capital Partners LLC | 0.02% | Reduce -0.7% | 3,673 | $219K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.2% | 3,657 | $218K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -0.8% | 3,656 | $218K |
| Comprehensive Money Management Services LLC | 0.18% | New | 3,655 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.8% | 3,649 | $217K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,648 | $217K |
| Sittner & Nelson, LLC | 0.09% | Reduce -0.8% | 3,609 | $215K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | Add +0.0% | 3,589 | $214K |
| New Republic Capital, LLC | 0.09% | Reduce -14.2% | 3,576 | $213K |
| Nicolet Advisory Services, LLC | 0.02% | New | 3,535 | $212K |
| Oarsman Capital, Inc. | 0.04% | Reduce -14.8% | 3,547 | $211K |
| Kovack Advisors, Inc. | 0.02% | Add +0.2% | 3,539 | $211K |
| Trust Point Inc. | 0.02% | Reduce -16.5% | 3,526 | $210K |
| Boston Family Office LLC | 0.01% | New | 3,511 | $209K |
| Verity & Verity, LLC | 0.02% | New | 3,500 | $208K |
| Fourpath Capital Management, LLC | 0.04% | New | 3,454 | $206K |
| Bruce G. Allen Investments, LLC | 0.16% | Reduce -3.3% | 3,396 | $202K |
| Parvin Asset Management, LLC | 0.23% | No change | 3,385 | $202K |
| MMBG Investment Advisors Co. | 0.02% | New | 3,381 | $201K |
| Equitable Holdings, Inc. | 0.00% | New | 3,369 | $201K |
| Holderness Investments Co. | 0.05% | Reduce -14.2% | 3,368 | $201K |
| Foyston, Gordon & Payne Inc | 0.05% | New | 3,366 | $200K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,350 | $199K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -20.6% | 3,341 | $199K |
| Financial Network Wealth Advisors LLC | 0.26% | Add +68.9% | 3,335 | $199K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.9% | 3,327 | $198K |
| State of Wyoming | 0.03% | New | 3,290 | $196K |
| Creative Financial Designs Inc. | 0.02% | Add +9.2% | 3,239 | $193K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,213 | $191K |
| Binnacle Investments Inc | 0.14% | — | 3,199 | $191K |
| Delta Asset Management LLC | 0.02% | Add +0.9% | 2,915 | $174K |
| Cape Investment Advisory, Inc. | 0.07% | Add +12.9% | 2,815 | $168K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.06% | No change | 2,800 | $167K |
| Old Second National Bank of Aurora | 0.04% | No change | 2,636 | $157K |
| Montag A & Associates Inc. | 0.01% | No change | 2,600 | $155K |
| HHM Wealth Advisors, LLC | 0.02% | Add +34.6% | 2,587 | $154K |
| Arax Advisory Partners | 0.01% | Add +120.4% | 2,468 | $147K |
| Compass Wealth Management LLC | 0.04% | No change | 2,351 | $140K |
| CX Institutional | 0.01% | New | 2,276 | $136K |
| Heritage Wealth Advisors | 0.01% | Reduce -21.7% | 2,205 | $131K |
| Chilton Capital Management LLC | 0.01% | No change | 2,203 | $131K |
| CI Investments Inc. | 0.00% | Reduce -3.8% | 2,112 | $126K |
| Global Trust Asset Management, LLC | 0.07% | No change | 2,062 | $123K |
| Sunbelt Securities, Inc. | 0.01% | Add +222.5% | 1,977 | $118K |
| Rothschild Investment LLC | 0.01% | Reduce -3.3% | 1,953 | $116K |
| Hara Capital LLC | 0.08% | No change | 1,882 | $112K |
| Johnson Financial Group, Inc. | 0.01% | Add +205.3% | 1,859 | $111K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,812 | $108K |
| Thompson Investment Management, Inc. | 0.02% | Add +1.5% | 1,776 | $106K |
| Park Place Capital Corp | 0.03% | Reduce -17.7% | 1,773 | $106K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.7% | 1,740 | $104K |
| Abound Financial, LLC | 0.05% | New | 1,729 | $103K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 1,720 | $102K |
| Hartford Financial Management Inc. | 0.02% | Reduce -2.1% | 1,665 | $99K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.3% | 1,632 | $97K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,627 | $97K |
| St Germain D J Co. Inc. | 0.00% | Reduce -41.0% | 1,609 | $96K |
| Greenline Partners, LLC | 0.01% | Add +56.3% | 1,596 | $95K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +278.5% | 1,586 | $94K |
| Concord Wealth Partners | 0.02% | No change | 1,574 | $94K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -0.1% | 1,516 | $90K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.7% | 1,510 | $90K |
| Heck Capital Advisors, LLC | 0.01% | No change | 1,500 | $89K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,485 | $88K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,477 | $88K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -67.2% | 1,465 | $87K |
| HBW Advisory Services LLC | 0.01% | Reduce -73.2% | 1,447 | $86K |
| Rossby Financial, LCC | 0.04% | New | 1,344 | $84K |
| Pingora Partners LLC | 0.06% | No change | 1,392 | $83K |
| Millstone Evans Group, LLC | 0.06% | Add +5.5% | 1,381 | $82K |
| Arlington Trust Co LLC | 0.02% | Reduce -59.1% | 1,364 | $81K |
| Continuum Advisory, LLC | 0.01% | Reduce -3.9% | 1,281 | $76K |
| West Branch Capital LLC | 0.02% | Add +0.1% | 1,227 | $73K |
| Field & Main Bank | 0.03% | No change | 1,225 | $73K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.3% | 1,197 | $71K |
| First United Bank & Trust | 0.03% | Add +42.4% | 1,175 | $70K |
| LRI Investments, LLC | 0.01% | Reduce -8.0% | 1,145 | $68K |
| LGT Financial Advisors LLC | 0.20% | No change | 1,124 | $67K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,123 | $67K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,076 | $64K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,071 | $64K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,056 | $63K |
| Colonial Trust Advisors | 0.01% | Reduce -12.5% | 1,050 | $63K |
| Olistico Wealth, LLC | 0.04% | No change | 1,000 | $60K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,000 | $60K |
| Aventura Private Wealth, LLC | 0.03% | New | 992 | $59K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 950 | $57K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 950 | $57K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -5.5% | 896 | $54K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +5.5% | 886 | $53K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 882 | $53K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 875 | $52K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 828 | $49K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 813 | $48K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -2.3% | 773 | $46K |
| Accredited Wealth Management, LLC | 0.04% | Add +0.3% | 768 | $46K |
| Avior Wealth Management, LLC | 0.00% | Reduce -93.3% | 731 | $44K |
| Atticus Wealth Management, LLC | 0.01% | No change | 719 | $43K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 718 | $43K |
| Group One Trading LLC | 0.00% | New | 699 | $42K |
| Mondrian Investment Partners LTD | 0.00% | Add +4.7% | 691 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 690 | $41K |
| Evolution Advisers, Inc. | 0.02% | Reduce -1.0% | 700 | $41K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 688 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +0.5% | 676 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 664 | $40K |
| Financial Perspectives, Inc | 0.01% | Add +0.2% | 635 | $38K |
| Richardson Financial Services Inc. | 0.03% | Add +209.0% | 618 | $37K |
| Webster Bank, N. A. | 0.00% | No change | 617 | $37K |
| Godsey & Gibb, Inc. | 0.00% | No change | 600 | $36K |
| Avalon Trust Co | 0.00% | Reduce -62.5% | 600 | $36K |
| Financial Avengers, Inc. | 0.02% | Add +0.5% | 597 | $36K |
| Country Trust Bank | 0.00% | Add +5.9% | 596 | $35K |
| Coastline Trust Co | 0.00% | Reduce -18.5% | 580 | $35K |
| TCTC Holdings, LLC | 0.00% | No change | 556 | $33K |
| Brentview Investment Management LLC | 0.02% | New | 553 | $33K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 545 | $32K |
| Roble, Belko & Company, Inc | 0.01% | No change | 530 | $32K |
| American National Bank & Trust | 0.00% | Add +5.6% | 528 | $31K |
| NFSG Corp | 0.01% | Reduce -17.4% | 525 | $31K |
| City State Bank | 0.01% | No change | 517 | $31K |
| Red Tortoise LLC | 0.02% | No change | 512 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | New | 505 | $30K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 500 | $30K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -56.1% | 500 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | New | 500 | $30K |
| Roxbury Financial LLC | 0.03% | Add +0.8% | 513 | $29K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -41.1% | 487 | $29K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -9.4% | 473 | $28K |
| Bangor Savings Bank | 0.00% | No change | 469 | $28K |
| Core Alternative Capital | 0.01% | Add +9.0% | 436 | $26K |
| McIlrath & Eck, LLC | 0.00% | Add +19.0% | 426 | $25K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 423 | $25K |
| Baillie Gifford & Co. | 0.00% | Add +4.0% | 414 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -8.7% | 411 | $24K |
| Tortoise Investment Management, LLC | 0.00% | No change | 411 | $24K |
| Chelsea Counsel Co. | 0.01% | No change | 400 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $24K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 400 | $24K |
| Trust Co | 0.00% | No change | 400 | $24K |
| Hemington Wealth Management | 0.00% | No change | 392 | $23K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 372 | $22K |
| Park Square Financial Group, LLC | 0.02% | Add +115.0% | 372 | $22K |
| North Capital, Inc. | 0.02% | — | 365 | $22K |
| Asset Dedication, LLC | 0.00% | Add +66.8% | 362 | $22K |
| JNBA Financial Advisors | 0.00% | Reduce -15.3% | 359 | $21K |
| Citizens National Bank Trust Department | 0.00% | No change | 358 | $21K |
| Key Financial Inc | 0.00% | No change | 339 | $20K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -51.7% | 341 | $20K |
| FSC Wealth Advisors, LLC | 0.01% | Add +0.9% | 337 | $20K |
| Wayfinding Financial, LLC | 0.01% | New | 340 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +124.1% | 307 | $20K |
| Centricity Wealth Management, LLC | 0.02% | No change | 329 | $20K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 325 | $19K |
| GW&K Investment Management, LLC | 0.00% | No change | 315 | $19K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 297 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +81.2% | 308 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 300 | $18K |
| Garde Capital, Inc. | 0.00% | New | 300 | $18K |
| Proathlete Wealth Management LLC | 0.01% | New | 298 | $18K |
| Wolff Wiese Magana LLC | 0.01% | New | 293 | $17K |
| American Capital Advisory, LLC | 0.01% | Reduce -98.7% | 292 | $17K |
| MCF Advisors LLC | 0.00% | Add +121.1% | 283 | $17K |
| Beacon Capital Management, LLC | 0.00% | Add +0.7% | 278 | $17K |
| Noble Wealth Management PBC | 0.01% | Reduce -26.0% | 273 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 267 | $16K |
| S&T Bank | 0.01% | No change | 260 | $15K |
| Kestra Investment Management, LLC | 0.00% | Reduce -66.8% | 251 | $15K |
| Sterling Capital Management LLC | 0.00% | No change | 246 | $15K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 235 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | — | 225 | $13K |
| Rakuten Securities, Inc. | 0.01% | Add +1.4% | 219 | $13K |
| Highline Wealth Partners LLC | 0.00% | Add +97.3% | 219 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 218 | $13K |
| Albion Financial Group | 0.00% | Reduce -47.9% | 211 | $13K |
| Bear Mountain Capital, Inc. | 0.00% | New | 190 | $12K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 200 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 200 | $12K |
| Stonebridge Financial Group, LLC | 0.00% | Add +6.5% | 196 | $12K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 190 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 183 | $11K |
| Towne Trust Company, N.A | 0.00% | No change | 183 | $11K |
| CGC Financial Services, LLC | 0.00% | No change | 179 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 175 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 170 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.7% | 169 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 177 | $10K |
| General Partner, Inc. | 0.01% | No change | 167 | $10K |
| WPG Advisers, LLC | 0.01% | Reduce -44.3% | 162 | $10K |
| BankPlus Trust Department | 0.00% | No change | 160 | $10K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.6% | 158 | $9K |
| Accent Capital Management, LLC | 0.01% | New | 156 | $9K |
| Archer Investment Corp | 0.00% | No change | 150 | $9K |
| Fairscale Capital, LLC | 0.01% | No change | 145 | $9K |
| REAP Financial Group, LLC | 0.00% | Add +260.0% | 144 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 128 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 128 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +9.7% | 125 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 124 | $7K |
| TFC Financial Management, Inc. | 0.00% | New | 117 | $7K |
| Tower View Wealth Management LLC | 0.00% | Reduce -16.1% | 115 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 113 | $7K |
| Atala Financial Inc | 0.00% | No change | 110 | $7K |
| True Wealth Design, LLC | 0.00% | Reduce -2.7% | 107 | $6K |
| TD Capital Management LLC | 0.00% | Add +58.2% | 106 | $6K |
| YANKCOM Partnership | 0.00% | New | 102 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $6K |
| Pflug Koory, LLC | 0.00% | No change | 100 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $6K |
| Rialto Wealth Management, LLC | 0.00% | No change | 99 | $6K |
| Nordwand Advisors, LLC | 0.00% | No change | 96 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 93 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 91 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 90 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 87 | $5K |
| Blume Capital Management, Inc. | 0.00% | New | 81 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 80 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 78 | $5K |
| Redmont Wealth Advisors LLC | 0.01% | New | 77 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 75 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 73 | $4K |
| HighMark Wealth Management LLC | 0.00% | No change | 70 | $4K |
| Pittenger & Anderson Inc. | 0.00% | Add +40.0% | 70 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 62 | $4K |
| Investment Management Corp. /Va/ | 0.00% | No change | 54 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 52 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | Add +2.0% | 52 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -98.8% | 51 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 50 | $3K |
| Copeland Capital Management, LLC | 0.00% | No change | 50 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 44 | $3K |
| New Millennium Group LLC | 0.00% | No change | 44 | $3K |
| Atwood & Palmer Inc. | 0.00% | Reduce -81.0% | 42 | $3K |
| Bayforest Capital Ltd | 0.00% | Reduce -85.8% | 38 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 35 | $2K |
| Covestor Ltd | 0.00% | Reduce -22.9% | 27 | $2K |
| Cohen & Steers, Inc. | 0.00% | No change | 27 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 33 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 31 | $2K |
| Gold Investment Management Ltd. | 0.00% | No change | 25 | $1K |
| Fairman Group, LLC | 0.00% | No change | 26 | $1K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 23 | $1K |
| Abound Wealth Management | 0.00% | No change | 21 | $1K |
| Perkins Coie Trust Co | 0.00% | New | 21 | $1K |
| Curio Wealth, LLC | 0.00% | Reduce -95.5% | 1 | $1K |
| Transce3nd, LLC | 0.00% | No change | 20 | $1K |
| Perritt Capital Management Inc | 0.00% | New | 19 | $1K |
| WealthCollab, LLC | 0.00% | New | 18 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 17 | $1K |
| Quent Capital, LLC | 0.00% | No change | 15 | $893 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 14 | $834 |
| Copia Wealth Management | 0.00% | New | 11 | $655 |
| Robbins Farley | 0.00% | No change | 10 | $596 |
| Main Street Group, LTD | 0.00% | New | 10 | $556 |
| High Note Wealth, LLC | 0.00% | New | 9 | $536 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -47.1% | 9 | $535 |
| Bank of New Hampshire | 0.00% | No change | 4 | $238 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.7% | 3 | $179 |
| Rise Advisors, LLC | 0.00% | Reduce -99.7% | 2 | $97 |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC the manager owns.