US BancorpUSB

13F holders, Q1 2025 (March 31)
1,821holders −33
137new positions
166sold out
12famous investors
$42.19avg. 13F price*

At the end of Q1 2025, 1,821 institutions reported holding US Bancorp (USB) in their 13F filings, down 33 from Q4 2024. 137 opened new positions and 166 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($5.2B) and State Street Corp. ($3.0B). 12 famous investors held it, including Andreas Halvorsen (4.7% of Viking Global Investors's portfolio), Charlie Munger (2.3% of Daily Journal's portfolio) and Jeremy Grantham (2.1% of GMO's portfolio).

Company
US Bancorp
Sector
Finance
CUSIP
902973304
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,703Q1 2024Q2 2024: 1,675Q2 2024Q3 2024: 1,719Q3 2024Q4 2024: 1,854Q4 2024Q1 2025: 1,821Q1 2025Q2 2025: 1,838Q2 2025Q3 2025: 1,871Q3 2025Q4 2025: 2,013Q4 2025Q1 2026: 1,983Q1 2026Q2 2026: 2,071Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions137$540.5M
Exits166$397.5M

All 13F filers, Q4 2024 → Q1 2025: 83,002,413 shares bought and 101,289,404 shares sold, net −18,286,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,821 holders

Vanguard Group Inc. 0.11% Add +1.7% 141,230,279 $6.0B
BlackRock, Inc. 0.11% Add +0.6% 124,237,308 $5.2B
State Street Corp. 0.12% Add +0.8% 69,175,600 $3.0B
FMR LLC 0.18% Add +0.5% 67,481,308 $2.8B
Mufg Bank, LTD. 70.68% No change 44,374,155 $1.9B
Geode Capital Management, LLC 0.12% Add +6.6% 36,175,520 $1.5B
Viking Global Investors 4.68% Add +42.6% 34,863,502 $1.5B
JPMorgan Chase & Co. 0.11% Reduce -17.4% 33,797,758 $1.4B
Morgan Stanley 0.08% Add +4.1% 27,312,475 $1.2B
Aristotle Capital Management, LLC 1.87% Reduce -2.7% 22,246,044 $939.2M
Amundi 0.28% Add +2.2% 19,907,665 $773.3M
Royal Bank of Canada 0.17% Reduce -2.6% 17,547,415 $740.9M
Norges Bank 0.10% Add +2.7% 16,691,089 $704.7M
Northern Trust Corp. 0.10% Reduce -2.4% 16,643,739 $702.7M
Invesco Ltd. 0.13% Reduce -1.6% 16,527,866 $697.8M
GMO 2.13% Add +23.6% 15,983,454 $674.8M
Bank of America Corp. 0.06% Add +6.8% 15,757,653 $665.3M
Davis Selected Advisers 3.62% Add +3.6% 14,889,014 $628.6M
T. Rowe Price Associates Inc. 0.07% Reduce -2.6% 13,318,490 $562.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +0.8% 12,679,104 $535.3M
Bank of New York Mellon Corp 0.10% Reduce -29.8% 12,496,338 $527.6M
Marshall Wace, LLP 0.64% Add +95.2% 11,300,333 $477.1M
Goldman Sachs Group Inc. 0.09% Add +5.5% 10,877,635 $459.3M
American Century Companies Inc. 0.26% Add +17.4% 10,070,174 $425.2M
Hotchkis & Wiley Capital Management LLC 1.41% Add +9.4% 10,029,832 $423.5M
Charles Schwab Investment Management Inc. 0.08% Reduce -80.0% 9,957,689 $420.4M
Van Eck Associates Corp. 0.54% Reduce -3.3% 9,843,442 $415.6M
Legal & General Group Plc 0.11% Add +1.4% 9,509,276 $401.5M
Federated Hermes, Inc. 0.86% Add +0.3% 9,485,614 $400.5M
First Eagle Investment Management, LLC 0.79% Add +0.2% 8,891,198 $375.4M
Franklin Resources Inc. 0.11% Reduce -7.7% 8,700,260 $367.3M
Dimensional Fund Advisors LP 0.09% Add +0.3% 8,537,191 $360.4M
UBS Group AG 0.07% Reduce -13.3% 7,731,384 $326.4M
US Bancorp \de 0.43% Reduce -2.5% 7,605,079 $321.1M
Barclays PLC 0.14% Add +52.0% 7,413,773 $313.0M
Envestnet Asset Management Inc. 0.10% Reduce -10.8% 7,221,567 $304.9M
State Farm Mutual Automobile Insurance Co. 0.26% No change 6,719,795 $283.7M
Wells Fargo & Company 0.06% Reduce -7.4% 6,104,546 $257.7M
Fisher Asset Management 0.10% Add +12.9% 5,517,287 $232.9M
Deutsche Bank AG 0.08% Add +10.7% 4,536,979 $191.6M
Millennium Management 0.19% Add +276.8% 4,362,985 $184.2M
Clearbridge Investments, LLC 0.15% Reduce -37.3% 4,002,656 $169.0M
First Trust Advisors LP 0.15% Add +20.8% 3,991,384 $168.5M
Los Angeles Capital Management LLC 0.72% Reduce -3.2% 3,873,719 $163.5M
Raymond James Financial Inc. 0.06% Reduce -2.9% 3,748,543 $158.3M
HSBC Holdings PLC 0.10% Add +10.7% 3,686,019 $155.1M
BNP Paribas Financial Markets 0.12% Add +10.0% 3,655,766 $154.3M
Jane Street Group, LLC 0.28% Add +2808.3% 3,613,908 $152.6M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +2.8% 3,591,115 $151.6M
Squarepoint Ops LLC 0.36% Add +8286.3% 3,515,102 $148.4M
Stifel Financial Corp. 0.16% Reduce -0.4% 3,475,310 $146.7M
National Pension Service 0.14% Add +6.3% 3,421,131 $144.4M
Prudential Financial Inc. 0.20% Add +22.4% 3,395,059 $143.3M
Nuveen, LLC 0.04% — 3,272,926 $138.2M
Bank of Montreal 0.07% Reduce -25.4% 3,227,345 $136.3M
Ameriprise Financial Inc. 0.04% Reduce -0.2% 3,204,016 $135.4M
Alecta Tjanstepension Omsesidigt 0.73% Add +32.5% 3,080,000 $130.0M
California Public Employees Retirement System 0.09% Add +6.6% 3,077,949 $130.0M
Rhumbline Advisers 0.12% Reduce -4.7% 2,939,543 $124.1M
Baird Financial Group, Inc. 0.23% Reduce -55.2% 2,877,579 $121.5M
Citigroup Inc. 0.09% Add +7.3% 2,870,720 $121.2M
PNC Financial Services Group, Inc. 0.06% Reduce -2.3% 2,824,600 $119.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +11.1% 2,765,766 $116.8M
Artisan Partners Limited Partnership 0.19% Add +6.8% 2,716,920 $114.7M
Equity Investment Corp. 2.56% Reduce -0.5% 2,710,898 $114.5M
Bahl & Gaynor LLC 0.58% Reduce -5.5% 2,689,565 $113.6M
LPL Financial LLC 0.04% Add +5.0% 2,554,569 $107.9M
Prana Capital Management, LP 4.27% Add +13.7% 2,488,411 $105.1M
Schroder Investment Management Group 0.10% Reduce -1.6% 2,451,470 $102.4M
HRT Financial LP 0.65% New 2,416,726 $102.0M
California State Teachers Retirement System 0.13% Reduce -0.5% 2,394,689 $101.1M
Sei Investments Co. 0.12% Reduce -2.5% 2,251,787 $95.1M
Cincinnati Insurance Co. 1.62% No change 2,199,500 $92.9M
Citadel Advisors 0.09% Add +37.5% 2,073,208 $87.5M
Mairs & Power Inc. 0.91% Reduce -50.8% 2,067,615 $87.3M
Capital Research Global Investors 0.02% Add +0.3% 2,021,517 $85.3M
New York State Common Retirement Fund 0.12% Add +0.0% 1,943,856 $82.1M
Confluence Investment Management LLC 1.17% Reduce -2.0% 1,919,167 $81.0M
Manufacturers Life Insurance Company, The 0.08% Reduce -15.2% 1,887,277 $79.7M
Rathbones Group PLC 0.38% Add +11.0% 1,881,353 $79.4M
Epoch Investment Partners, Inc. 0.40% Add +8.4% 1,809,191 $76.4M
National Bank of Canada 0.09% Add +124.8% 1,802,961 $76.1M
Principal Financial Group Inc. 0.04% Reduce -0.6% 1,740,383 $73.5M
Bank Julius Baer & Co. Ltd, Zurich 0.24% Add +10.7% 1,723,619 $72.8M
Alliancebernstein L.P. 0.03% Add +0.9% 1,701,639 $71.8M
Fort Washington Investment Advisors Inc. 0.42% Reduce -2.6% 1,620,859 $68.4M
State Board of Administration of Florida Retirement System 0.13% Reduce -0.6% 1,580,204 $66.7M
CANADA LIFE ASSURANCE Co 0.11% Reduce -8.1% 1,508,107 $63.8M
Basswood Capital Management, L.L.C. 3.58% Add +30.9% 1,507,593 $63.7M
Bridges Investment Management Inc. 0.91% Reduce -0.2% 1,497,422 $63.2M
Zacks Investment Management 0.57% Add +2.2% 1,453,297 $61.4M
Douglas Lane & Associates, LLC 0.90% Reduce -2.0% 1,451,566 $61.3M
Schonfeld Strategic Advisors LLC 0.41% Add +444.0% 1,434,781 $60.6M
Adage Capital Partners Gp, L.L.C. 0.11% Add +7.3% 1,418,700 $59.9M
Tetrad Corp. 5.31% No change 1,410,000 $59.5M
New York State Teachers Retirement System 0.13% Add +0.3% 1,374,336 $58.0M
Nomura Asset Management Co. Ltd. 0.18% Add +7.9% 1,362,692 $57.5M
Worldquant Millennium Advisors LLC 0.34% Reduce -6.0% 1,288,457 $54.4M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +61.9% 1,280,756 $54.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Reduce -6.8% 1,251,526 $52.8M
Pictet Asset Management Holding SA 0.06% Add +32.4% 1,230,685 $52.0M
Royal London Asset Management Ltd. 0.12% Reduce -1.0% 1,226,967 $51.8M
M&T Bank Corp 0.19% Add +5.8% 1,225,665 $51.7M
Swiss Life Asset Management Ltd 0.38% Add +4.8% 1,223,187 $51.6M
Danica Pension, Livsforsikringsaktieselskab 1.02% Add +5.2% 1,217,000 $51.4M
Korea Investment CORP 0.12% Reduce -8.4% 1,210,751 $51.1M
Coho Partners, Ltd. 3.05% Reduce -28.8% 1,198,345 $50.6M
First Manhattan Co. Llc. 0.14% Reduce -2.6% 1,162,207 $49.6M
Verition Fund Management LLC 0.28% Add +33.0% 1,128,000 $47.6M
Aberdeen Group plc 0.09% Add +105.5% 1,114,791 $46.6M
Janus Henderson Group PLC 0.03% Add +31.9% 1,092,277 $46.1M
Walleye Capital LLC 0.57% Add +16.5% 1,092,362 $46.1M
Two Sigma Investments, LP 0.10% Add +1418.9% 1,092,060 $46.1M
Aviva PLC 0.11% Add +16.0% 1,090,087 $46.0M
Truist Financial Corp. 0.07% Reduce -14.3% 1,087,669 $45.9M
Sandhill Capital Partners LLC 3.47% Reduce -7.3% 999,362 $42.2M
Caisse de depot et placement du Quebec 0.09% Reduce -17.2% 993,900 $42.0M
State of Wisconsin Investment Board 0.10% Add +10.4% 954,505 $40.3M
APG Asset Management N.V. 0.12% Reduce -7.6% 1,012,815 $39.6M
Man Group plc 0.12% Add +1832.2% 932,433 $39.4M
CORDA Investment Management, LLC. 3.13% Reduce -0.8% 931,825 $39.3M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +2.0% 926,999 $39.1M
Tudor Investment Corporation 0.35% Add +6223.2% 920,284 $38.9M
Cambiar Investors LLC 1.60% Reduce -5.2% 893,582 $37.7M
Russell Investments Group, Ltd. 0.05% Reduce -6.2% 879,018 $37.1M
Huntington National Bank 0.36% Add +12.9% 878,384 $37.1M
ExodusPoint Capital Management, LP 0.48% Add +637.9% 870,750 $36.8M
AMF Tjanstepension AB 0.27% Reduce -9.3% 859,446 $36.4M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -16.7% 852,467 $36.0M
Jump Financial, LLC 0.54% Add +1952.5% 840,308 $35.5M
MML Investors Services, LLC 0.12% Add +2.0% 833,378 $35.2M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -0.1% 832,215 $35.1M
Vaughan David Investments LLC 0.82% Add +1.8% 828,113 $35.0M
Voya Investment Management LLC 0.05% Add +47.8% 827,593 $34.9M
Deprince Race & Zollo Inc. 0.71% Reduce -2.1% 812,904 $34.3M
Two Sigma Advisers, LP 0.08% New 800,000 $33.8M
Fifth Third Bancorp 0.13% Reduce -2.1% 797,897 $33.7M
HighTower Advisors, LLC 0.05% Reduce -1.1% 796,551 $33.6M
Creative Planning 0.03% Add +17.5% 794,100 $33.5M
Quantbot Technologies LP 1.06% New 790,448 $33.4M
Mizuho Markets Americas LLC 0.72% New 787,030 $33.2M
TD Asset Management Inc 0.03% Reduce -3.2% 775,411 $32.7M
Cincinnati Financial Corp. 0.72% No change 763,500 $32.2M
Renaissance Technologies 0.05% New 755,700 $31.9M
NFJ Investment Group, LLC 1.07% Add +0.2% 750,615 $31.7M
Commonwealth Equity Services, LLC 0.04% Add +5.4% 735,758 $31.1M
Victory Capital Management Inc. 0.03% Add +2.1% 730,630 $30.8M
Cerity Partners LLC 0.06% Add +0.5% 729,100 $30.8M
AEGON ASSET MANAGEMENT UK Plc 0.44% Reduce -19.9% 715,015 $30.2M
Treasurer of the State of North Carolina 0.12% Add +4.1% 713,752 $30.1M
Danske Bank A/S 0.09% Reduce -12.0% 708,788 $29.9M
Interval Partners, LP 1.05% Add +87.5% 705,833 $29.8M
Clarkston Capital Partners, LLC 0.59% Add +0.2% 704,302 $29.7M
Brevan Howard Capital Management LP 0.84% Add +1402.6% 701,545 $29.6M
Johnson Investment Counsel Inc. 0.28% Reduce -1.8% 690,987 $29.2M
Thomasville National Bank 2.11% Add +3.0% 682,144 $28.8M
Swedbank AB 0.04% Add +22.2% 677,610 $28.6M
Nordea Investment Management AB 0.03% Add +139.3% 683,247 $28.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +10.8% 673,271 $28.4M
Matrix Asset Advisors Inc. 3.09% Add +6.6% 662,406 $28.0M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Add +26.9% 659,018 $27.8M
South Dakota Investment Council 0.57% Add +2.3% 656,209 $27.7M
Asset Management One Co., Ltd. 0.10% Add +9.2% 653,367 $27.6M
Miller Howard Investments Inc. 0.87% Reduce -16.8% 645,787 $27.3M
Cetera Investment Advisers 0.05% Add +10.2% 645,487 $27.3M
Robeco Institutional Asset Management B.V. 0.05% Add +105.9% 643,648 $27.2M
Public Employees Retirement System of Ohio 0.10% Reduce -3.2% 641,355 $27.1M
Twinbeech Capital LP 0.48% New 625,237 $26.4M
AQR Capital Management 0.03% Add +4.4% 628,247 $26.1M
Toronto Dominion Bank 0.07% Reduce -26.4% 614,700 $26.0M
Reik & Co., LLC 5.93% Reduce -0.5% 603,165 $25.5M
Alps Advisors Inc. 0.15% Add +19.8% 601,058 $25.4M
Davis Asset Management, L.P. 1.05% No change 600,000 $25.3M
Credit Agricole S A 0.09% Add +2.7% 594,789 $25.1M
STRS Ohio 0.10% Reduce -0.3% 580,014 $24.5M
Ensign Peak Advisors, Inc 0.05% Reduce -4.9% 571,721 $24.1M
Minneapolis Portfolio Management Group, LLC 3.34% Reduce -0.9% 569,868 $24.1M
Mn Services Vermogensbeheer B.V. 0.19% Reduce -7.2% 568,700 $24.0M
Pinebridge Investments, L.P. 0.19% Add +49.7% 568,124 $24.0M
Cubist Systematic Strategies, LLC 0.31% New 567,679 $24.0M
Trexquant Investment LP 0.28% Reduce -18.9% 567,095 $23.9M
Glenmede Trust Co. NA 0.13% Reduce -2.6% 563,211 $23.8M
Becker Capital Management Inc. 0.78% Reduce -0.8% 555,733 $23.7M
State of Tennessee, Department of Treasury 0.09% Add +2.1% 561,309 $23.7M
KLP Kapitalforvaltning As 0.11% Add +0.8% 542,596 $23.1M
Corient Private Wealth LP 0.04% Reduce -11.3% 546,766 $23.1M
Pinnacle Financial Partners Inc 0.46% Add +0.1% 486,248 $23.0M
Storebrand Asset Management As 0.07% Reduce -12.0% 543,612 $23.0M
Resona Asset Management Co.,Ltd. 0.13% Add +9.0% 537,308 $22.7M
Tocqueville Asset Management L.P. 0.37% Add +0.7% 536,981 $22.7M
Daymark Wealth Partners, LLC 0.95% Reduce -4.1% 523,116 $22.1M
Foundry Partners, LLC 1.15% New 514,985 $21.7M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +2.6% 514,464 $21.7M
FUKOKU MUTUAL LIFE INSURANCE Co 1.60% No change 511,623 $21.6M
Rafferty Asset Management, LLC 0.09% Reduce -7.1% 511,423 $21.6M
State of New Jersey Common Pension Fund D 0.10% Reduce -8.4% 507,601 $21.4M
Comerica Bank 0.09% Reduce -9.8% 503,994 $21.3M
Dorsey & Whitney Trust CO LLC 1.22% Reduce -2.8% 500,914 $21.1M
AE Wealth Management LLC 0.18% Add +14.9% 497,604 $21.0M
Natixis 0.12% Add +45.4% 500,357 $20.9M
Mariner, LLC 0.03% Reduce -4.6% 486,926 $20.6M
Old Republic International Corp. 0.79% No change 480,000 $20.3M
Thrivent Financial for Lutherans 0.04% Add +6.0% 469,630 $20.0M
GW Henssler & Associates Ltd. 1.15% New 473,681 $20.0M
Brandywine Global Investment Management, LLC 0.15% Add +12.3% 472,254 $19.9M
Arizona State Retirement System 0.12% Add +1.9% 457,827 $19.3M
Susquehanna International Group, LLP 0.03% Reduce -42.6% 451,497 $19.1M
State of Michigan Retirement System 0.11% Reduce -0.0% 445,282 $18.8M
Natixis Advisors, LLC 0.03% Reduce -1.8% 440,148 $18.6M
Professional Advisory Services Inc. 2.32% Add +9.5% 436,557 $18.4M
Manning & Napier Advisors LLC 0.22% Reduce -4.1% 430,955 $18.2M
Macquarie Group Ltd. 0.02% Reduce -93.1% 427,062 $18.0M
DekaBank Deutsche Girozentrale 0.03% Reduce -0.1% 427,241 $17.7M
Parkwood LLC 1.73% Add +48.0% 419,392 $17.7M
Public Sector Pension Investment Board 0.08% Add +3.0% 417,137 $17.6M
Coerente Capital Management 3.42% Add +1.1% 415,987 $17.6M
Osaic Holdings, Inc. 0.04% Reduce -16.9% 413,639 $17.5M
MetLife Investment Management, LLC 0.09% Reduce -1.9% 405,169 $17.1M
O'shaughnessy Asset Management, LLC 0.14% Reduce -0.3% 401,609 $17.0M
Nisa Investment Advisors, LLC 0.08% Reduce -6.7% 394,550 $16.9M
Aquatic Capital Management LLC 0.43% New 397,820 $16.8M
Madison Asset Management, LLC 0.19% Reduce -80.4% 395,490 $16.7M
Focus Partners Wealth 0.04% Reduce -0.3% 394,721 $16.7M
Handelsbanken Fonder AB 0.07% Reduce -10.3% 393,683 $16.6M
D. E. Shaw & Co. 0.02% New 387,919 $16.4M
Financial Counselors Inc. 0.25% Reduce -3.2% 386,326 $16.3M
Commerce Bank 0.10% Reduce -6.6% 384,620 $16.2M
D.A. Davidson & Co. 0.13% Add +0.3% 381,886 $16.1M
Bartlett & Co. Wealth Management LLC 0.23% Reduce -1.1% 373,158 $15.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -4.2% 375,606 $15.9M
Sanctuary Advisors, LLC 0.11% Add +9.2% 374,636 $15.8M
Bank of Nova Scotia 0.04% Add +14.8% 368,860 $15.6M
Forsta Ap-Fonden 0.12% Add +11.3% 368,400 $15.6M
ProShare Advisors LLC 0.03% Add +9.3% 365,309 $15.4M
CIBC Asset Management Inc 0.05% Reduce -24.8% 363,936 $15.4M
Corebridge Financial, Inc. 0.09% Reduce -3.1% 361,670 $15.3M
Jain Global LLC 0.32% Add +1156.7% 360,946 $15.2M
Czech National Bank 0.14% Add +5.9% 358,140 $15.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +7.5% 356,752 $15.1M
Teacher Retirement System of Texas 0.06% Add +10.4% 355,201 $15.0M
Candriam S.C.A. 0.09% Add +124.5% 354,385 $15.0M
Cantor Fitzgerald Investment Advisors L.P. 1.08% Add +1.8% 352,259 $14.9M
Retirement Systems of Alabama 0.06% Reduce -0.8% 335,228 $14.2M
First Long Island Investors, LLC 1.16% Reduce -2.2% 332,070 $14.0M
Wesbanco Bank Inc. 0.48% Add +31.6% 325,056 $13.7M
DSG Capital Advisors, LLC 2.71% Reduce -0.6% 317,862 $13.4M
King Luther Capital Management Corp. 0.06% Reduce -22.7% 312,817 $13.2M
Wealthfront Advisers LLC 0.04% Add +25.8% 312,513 $13.2M
Cibc World Market Inc. 0.03% Add +55.3% 312,100 $13.2M
Stonebridge Capital Advisors LLC 1.06% Add +1.4% 307,537 $13.0M
Jefferies Financial Group Inc. 0.23% Reduce -66.0% 306,837 $13.0M
Abn Amro Investment Solutions 0.27% Add +23.2% 303,948 $12.8M
Amalgamated Bank 0.11% Add +1.2% 302,637 $12.8M
Exchange Traded Concepts, LLC 0.23% Add +61.7% 302,435 $12.8M
Engineers Gate Manager LP 0.21% New 301,471 $12.7M
Silvercrest Asset Management Group LLC 0.09% Add +2.0% 300,990 $12.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -0.2% 298,331 $12.6M
Stephens Inc. 0.18% Reduce -1.0% 298,263 $12.6M
Rockefeller Capital Management L.P. 0.03% Reduce -0.6% 295,793 $12.5M
Schaper Benz & Wise Investment Counsel Inc. 1.01% Reduce -0.2% 293,653 $12.4M
River Road Asset Management, LLC 0.17% Reduce -8.6% 293,482 $12.4M
Janney Montgomery Scott LLC 0.03% New 290,416 $12.3M
Pathstone Holdings, LLC 0.05% Reduce -2.5% 287,360 $12.1M
Allianz Asset Management GmbH 0.02% Reduce -35.1% 285,359 $12.0M
DNB Asset Management AS 0.05% Reduce -53.6% 281,528 $11.9M
Heritage Wealth Management, Inc. 4.01% Reduce -4.0% 279,090 $11.8M
Black Cypress Capital Management, LLC 10.72% Add +12.9% 278,565 $11.8M
IFM Investors Pty Ltd 0.13% No change 277,500 $11.7M
Palisade Asset Management, LLC 1.19% Add +0.5% 275,485 $11.6M
Stockman Wealth Management, Inc. 1.72% Add +6.6% 275,338 $11.6M
M&G PLC 0.08% Add +372.0% 275,265 $11.6M
Silicon Valley Capital Partners 1.51% Add +25.7% 273,301 $11.5M
American Assets Investment Management, LLC 1.00% No change 270,000 $11.4M
Captrust Financial Advisors 0.03% Add +11.2% 269,996 $11.4M
Peapack Gladstone Financial Corp. 0.17% Add +4.7% 267,359 $11.3M
Farmers & Merchants Investments Inc. 0.36% Add +5.5% 265,368 $11.2M
Brookstone Capital Management 0.16% Add +7.8% 263,793 $11.1M
Varma Mutual Pension Insurance Co 0.10% Reduce -9.2% 263,520 $11.1M
Utah Retirement Systems 0.13% No change 258,227 $10.9M
Boston Trust Walden Corp 0.08% Add +38.4% 255,996 $10.8M
Townsquare Capital LLC 0.11% Add +8.7% 254,509 $10.7M
Meiji Yasuda Asset Management Co Ltd. 0.43% Add +23.3% 250,097 $10.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Reduce -36.6% 247,219 $10.4M
Goelzer Investment Management, Inc. 0.59% Add +0.1% 240,412 $10.2M
Logan Capital Management Inc. 0.46% Add +0.2% 238,969 $10.1M
Lountzis Asset Management, LLC 3.81% Reduce -0.2% 251,058 $10.1M
Crossmark Global Holdings, Inc. 0.18% Add +136.1% 238,231 $10.1M
Aspen Capital Management, LLC 3.20% — 237,194 $10.0M
Allied Investment Advisors, LLC 1.88% Add +4.9% 234,965 $9.9M
Jones Financial Companies LLLP 0.01% Add +32.2% 233,224 $9.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +7.2% 233,157 $9.8M
Xponance LLC 0.09% Add +5.9% 232,029 $9.8M
Atria Investments, Inc 0.13% Reduce -17.4% 231,496 $9.8M
Am Investment Strategies LLC 2.37% Add +4.3% 230,988 $9.8M
USS Investment Management Ltd 0.07% Reduce -43.6% 229,919 $9.7M
New York Life Investment Management LLC 0.10% Reduce -0.5% 229,882 $9.7M
Keystone Financial Planning, Inc. 2.88% Add +215.4% 229,008 $9.7M
Oppenheimer & Co. Inc. 0.15% Add +75.4% 227,832 $9.6M
Police & Firemen's Retirement System of New Jersey 0.10% Add +0.5% 227,678 $9.6M
AustralianSuper Pty Ltd 0.05% No change 226,520 $9.6M
TCV Trust & Wealth Management, Inc. 0.88% Reduce -0.1% 224,714 $9.5M
Daiwa Securities Group Inc. 0.04% Add +9.4% 224,224 $9.5M
Kanawha Capital Management LLC 0.73% Add +0.6% 223,846 $9.5M
Guggenheim Capital LLC 0.09% Reduce -20.7% 222,649 $9.4M
Freestone Grove Partners LP 0.10% No change 221,756 $9.4M
SFE Investment Counsel 1.87% Add +7.7% 221,629 $9.4M
Sonora Investment Management Group, LLC 0.74% Reduce -1.4% 218,974 $9.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +8.8% 217,657 $9.2M
Mackenzie Financial Corp. 0.01% Add +15.0% 215,487 $9.1M
Yousif Capital Management, LLC 0.11% Reduce -1.0% 214,688 $9.1M
KBC Group NV 0.03% Reduce -8.1% 214,494 $9.1M
HB Wealth Management, LLC 0.08% Add +10.4% 214,235 $9.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +10.6% 213,187 $9.0M
Davis R M Inc. 0.18% Reduce -36.6% 210,722 $8.9M
TD Waterhouse Canada Inc. 0.07% Add +1.7% 206,283 $8.9M
Providence Capital Advisors, LLC 1.84% Add +6.6% 209,182 $8.8M
Tweedy, Browne Co LLC 0.78% Reduce -10.0% 208,109 $8.8M
Ethic Inc. 0.18% Reduce -3.8% 208,610 $8.7M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.2% 206,230 $8.7M
Arrowstreet Capital, Limited Partnership 0.01% New 205,528 $8.7M
TD Private Client Wealth LLC 0.24% Add +2.8% 203,684 $8.6M
Quantinno Capital Management LP 0.06% Add +67.1% 202,197 $8.5M
S.E.E.D. Planning Group LLC 2.85% Add +8.8% 200,382 $8.5M
SteelPeak Wealth, LLC 0.36% Add +9.8% 197,948 $8.5M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -36.7% 198,712 $8.4M
Nicholas Company, Inc. 0.14% Add +25.7% 197,965 $8.4M
Zions Bancorporation, National Association 0.52% — 196,716 $8.3M
DAVENPORT & Co LLC 0.05% Add +2.2% 195,966 $8.3M
Eastern Bank 0.16% Reduce -2.7% 195,373 $8.2M
ICICI Prudential Asset Management Co Ltd 1.07% No change 194,027 $8.2M
Bokf, NA 0.14% Reduce -2.5% 193,831 $8.2M
Skba Capital Management LLC 1.21% Reduce -0.4% 192,975 $8.1M
Auto-Owners Insurance Co 0.21% Reduce -94.6% 33,598 $8.1M
Taikang Asset Management (Hong Kong) Co Ltd 1.09% New 189,256 $8.0M
Cibc World Markets Corp. 0.06% Reduce -23.6% 188,167 $7.9M
Nissay Asset Management Corp. /Japan 0.05% Add +1.2% 188,107 $7.9M
Partners Capital Investment Group, LLP 0.13% Add +91.3% 187,852 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -85.3% 192,780 $7.8M
State of Alaska, Department of Revenue 0.09% Add +2.7% 182,739 $7.7M
Mercer Global Advisors Inc. 0.02% Reduce -5.6% 182,687 $7.7M
Park Avenue Securities LLC 0.09% Add +4.3% 182,304 $7.7M
Mutual of America Capital Management LLC 0.09% Reduce -13.3% 181,420 $7.7M
Intact Investment Management Inc. 0.26% Add +62.0% 181,000 $7.6M
CIBC Private Wealth Group LLC 0.02% Reduce -95.9% 209,556 $7.6M
Quantessence Capital LLC 1.90% New 180,000 $7.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +2.7% 177,902 $7.5M
Kestra Advisory Services, LLC 0.04% Add +2.9% 175,919 $7.4M
Commerzbank Aktiengesellschaft 0.17% Add +49.8% 172,332 $7.3M
Sequoia Financial Advisors, LLC 0.06% Add +30.6% 172,295 $7.3M
Bell Bank 0.39% Add +2876.4% 172,158 $7.3M
Aigen Investment Management, LP 1.16% Add +1262.5% 172,065 $7.3M
Busey Bank 0.24% Reduce -0.1% 171,113 $7.2M
PGGM Investments 0.10% Add +63.4% 170,491 $7.2M
Olstein Capital Management, L.P. 1.31% Add +2.8% 168,000 $7.1M
Washington Trust Bank 0.71% Reduce -0.4% 167,837 $7.1M
Cwm, LLC 0.03% Reduce -1.9% 166,363 $7.0M
Andra AP-fonden 0.12% New 166,300 $7.0M
New England Asset Management Inc. 1.19% Add +0.7% 166,185 $7.0M
Foster Victor Wealth Advisors, LLC 0.56% Reduce -2.1% 184,097 $7.0M
AXA S.A. 0.02% Add +60.0% 163,832 $6.9M
OP Asset Management Ltd 0.12% — 163,512 $6.9M
Cresset Asset Management, LLC 0.03% Reduce -14.2% 160,557 $6.9M
Associated Banc-Corp 0.21% Reduce -3.3% 161,854 $6.8M
Fieldview Capital Management, LLC 0.96% Add +4.6% 161,194 $6.8M
Generali Asset Management SPA SGR 0.17% Add +49.6% 160,126 $6.8M
Wellington Management Group LLP 0.00% Add +56.9% 159,937 $6.8M
Qsemble Capital Management, LP 0.72% New 159,931 $6.8M
Hills Bank & Trust Co 0.47% Reduce -0.0% 159,362 $6.7M
Kentucky Trust Co 3.96% Add +0.3% 157,816 $6.7M
First National Bank of Omaha 0.45% Reduce -0.8% 157,293 $6.6M
Blair William & Co. 0.02% Reduce -8.6% 155,075 $6.5M
ASR Vermogensbeheer N.V. 0.10% — 154,616 $6.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +9.7% 153,416 $6.5M
Calamos Advisors LLC 0.04% Add +1.1% 151,091 $6.4M
Y-Intercept (Hong Kong) Ltd 0.43% Add +386.4% 150,837 $6.4M
Voleon Capital Management LP 0.49% New 149,656 $6.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.80% Reduce -3.1% 148,899 $6.3M
Benjamin Edwards Inc. 0.09% Add +0.3% 148,350 $6.3M
Avantax Advisory Services, Inc. 0.04% Add +4.5% 147,750 $6.2M
Ironwood Investment Counsel, LLC 1.08% Add +0.9% 147,536 $6.2M
FJ Capital Management LLC 0.64% New 146,391 $6.2M
Harvest Portfolios Group Inc. 0.18% Add +20.2% 146,242 $6.2M
Rakuten Investment Management, Inc. 0.03% — 143,678 $6.1M
Alley Investment Management Company, LLC 0.75% Add +0.9% 140,758 $5.9M
Sit Investment Associates Inc. 0.14% Reduce -9.0% 139,044 $5.9M
InvesTrust 1.58% Add +0.7% 136,730 $5.8M
Arkadios Wealth Advisors 0.22% Add +29.5% 134,813 $5.7M
Oregon Public Employees Retirement Fund 0.11% Add +0.2% 134,059 $5.7M
&partners 0.06% Reduce -2.0% 133,653 $5.7M
Weiss Asset Management LP 0.22% New 131,957 $5.6M
Woodline Partners LP 0.04% Add +40.7% 131,797 $5.6M
Monarch Capital Management Inc. 1.55% Reduce -0.9% 130,187 $5.6M
KLCM Advisors, Inc. 0.64% Reduce -0.8% 130,044 $5.5M
First Nebraska Trust Co 0.54% Reduce -0.7% 128,576 $5.4M
LMG Wealth Partners, LLC 1.20% Add +0.4% 127,834 $5.4M
Lido Advisors, LLC 0.03% Reduce -2.7% 126,366 $5.4M
Bayesian Capital Management, LP 0.88% New 125,600 $5.3M
Ellsworth Advisors, LLC 1.39% Add +1.9% 125,062 $5.3M
Mizuho Securities USA LLC 0.11% Reduce -15.5% 124,909 $5.3M
Hantz Financial Services, Inc. 0.09% Reduce -3.0% 124,166 $5.2M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -3.7% 123,873 $5.2M
Summitry LLC 0.26% Add +8.1% 123,023 $5.2M
Bridgewater Associates 0.02% New 122,009 $5.2M
Avanza Fonder AB 0.17% Add +6.8% 118,514 $5.1M
Teachers Retirement System of the State of Kentucky 0.05% Add +6.8% 120,458 $5.1M
Nwam LLC 0.44% Add +1.1% 120,299 $5.1M
Prospera Financial Services Inc 0.12% Add +3.4% 119,637 $5.1M
Daily Journal 2.34% No change 119,500 $5.0M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -16.8% 118,073 $5.0M
SlateStone Wealth, LLC 0.50% Add +0.0% 118,044 $5.0M
Laurion Capital Management LP 0.39% New 116,849 $4.9M
Glenview Trust Co 0.09% Reduce -2.1% 114,280 $4.8M
Leonteq Securities AG 0.37% Add +264.1% 115,444 $4.8M
NEOS Investment Management LLC 0.09% Add +22.9% 114,086 $4.8M
Neuberger Berman Group LLC 0.00% Add +15.2% 113,408 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 113,000 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Add +45.2% 112,436 $4.7M
Eliot Finkel Investment Counsel, LLC 3.13% Reduce -1.2% 109,112 $4.6M
GAM Holding AG 0.36% Reduce -5.9% 108,722 $4.6M
Philip James Wealth Mangement, LLC 0.58% Reduce -6.6% 108,541 $4.6M
Camden National Bank 0.68% Add +60.1% 108,097 $4.6M
Culbertson A N & Co. Inc. 0.73% Add +8.3% 107,811 $4.6M
Private Advisor Group, LLC 0.03% Reduce -8.1% 107,753 $4.5M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -2.3% 106,556 $4.5M
Kentucky Retirement Systems 0.14% Reduce -0.7% 106,476 $4.5M
Summit Financial Wealth Advisors, LLC 0.89% Add +2.3% 106,138 $4.5M
Edgar Lomax Co. 0.28% Reduce -54.9% 105,996 $4.5M
Focus Partners Advisor Solutions, LLC 0.07% Add +4.5% 105,726 $4.5M
Synergy Asset Management, LLC 0.56% Add +33683.8% 104,392 $4.4M
EP Wealth Advisors, LLC 0.03% Add +3.3% 103,322 $4.4M
MainStreet Investment Advisors LLC 0.63% Reduce -1.1% 103,132 $4.4M
Royal Fund Management, LLC 0.52% Add +25.5% 102,245 $4.3M
Bcwm, LLC 1.50% Reduce -11.8% 101,959 $4.3M
AMG National Trust Bank 0.12% Reduce -0.3% 101,535 $4.3M
Machina Capital S.A.S. 1.27% Add +565.9% 101,050 $4.3M
Lakeside Advisors, INC. 2.81% Reduce -0.7% 100,629 $4.2M
Assetmark, Inc. 0.01% Add +10.4% 100,343 $4.2M
Goodman Advisory Group, LLC 1.29% Reduce -12.8% 99,952 $4.2M
Perennial Advisors, LLC 0.84% Add +7.8% 99,723 $4.2M
Edgestream Partners, L.P. 0.14% New 99,248 $4.2M
Catalyst Funds Management Pty Ltd 1.09% New 98,280 $4.1M
Strategic Planning Group, LLC 0.81% Reduce -0.3% 97,915 $4.1M
Rice Partnership, LLC 0.85% Reduce -0.2% 97,551 $4.1M
UMB Bank, n.a. 0.07% Reduce -11.2% 97,388 $4.1M
J. L. Bainbridge & Co., Inc. 0.42% No change 96,930 $4.1M
Brown Brothers Harriman & Co. 0.03% Reduce -3.4% 96,003 $4.1M
Point72 Asia (Singapore) Pte. Ltd. 1.06% New 95,849 $4.0M
All Terrain Financial Advisors, LLC 1.57% Reduce -1.5% 95,374 $4.0M
Hartford Investment Management Co. 0.14% Reduce -1.0% 95,365 $4.0M
Schulhoff & Co. Inc. 1.76% Add +0.1% 94,041 $4.0M
ArrowMark Colorado Holdings LLC 0.06% Reduce -1.5% 93,210 $3.9M
Boston Research & Management Inc. 0.97% Reduce -1.5% 93,093 $3.9M
LSV Asset Management 0.01% Add +900.0% 93,000 $3.9M
CTC Alternative Strategies, Ltd. 4.80% New 92,960 $3.9M
Hillman Capital Management, Inc. 1.93% Reduce -21.6% 92,723 $3.9M
Gulf International Bank (UK) Ltd 0.13% Reduce -21.6% 91,584 $3.9M
Integrated Wealth Concepts LLC 0.04% Add +1.0% 91,275 $3.9M
Motco 0.41% Reduce -11.8% 91,240 $3.9M
Ally Financial Inc. 0.43% Add +12.3% 91,000 $3.8M
QRG Capital Management, Inc. 0.04% Add +6.0% 90,731 $3.8M
BOS Asset Management, LLC 1.32% Reduce -0.1% 90,477 $3.8M
Citizens Business Bank 0.82% Add +42.4% 90,008 $3.8M
Valley Wealth Managers, Inc. 0.29% Reduce -0.3% 89,804 $3.8M
Choreo, LLC 0.06% Reduce -3.7% 88,755 $3.8M
Signet Investment Advisory Group, Inc. 1.91% Add +5.5% 89,754 $3.8M
Moneta Group Investment Advisors LLC 0.05% Reduce -0.4% 88,922 $3.8M
Walkner Condon Financial Advisors LLC 0.75% Add +0.2% 88,407 $3.7M
DMKC Advisory Services, LLC 3.35% Add +1.1% 88,108 $3.7M
GHP Investment Advisors, Inc. 0.18% Add +2.2% 88,101 $3.7M
Brown Advisory Inc. 0.01% Reduce -3.5% 87,692 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -3.5% 88,139 $3.7M
Compagnie Lombard Odier SCmA 0.04% No change 86,500 $3.7M
Synovus Financial Corp. 0.05% Add +6.5% 86,202 $3.6M
Elo Mutual Pension Insurance Co 0.08% Reduce -39.6% 85,954 $3.6M
Detalus Advisors, LLC 1.13% Reduce -1.3% 85,523 $3.6M
Garda Capital Partners LP 2.01% New 84,834 $3.6M
Carnegie Investment Counsel 0.08% Reduce -11.6% 96,747 $3.6M
Aptus Capital Advisors, LLC 0.04% Add +2.1% 84,382 $3.6M
Fiduciary Trust Co 0.05% Add +0.2% 84,200 $3.6M
Covea Finance 0.16% New 84,000 $3.5M
Louisiana State Employees Retirement System 0.07% No change 83,900 $3.5M
Sciencast Management LP 0.82% New 83,749 $3.5M
Cornerstone Advisors, LLC 0.15% No change 83,100 $3.5M
Securian Asset Management, Inc. 0.11% Reduce -1.5% 82,576 $3.5M
Avantax Planning Partners, Inc. 0.12% Reduce -19.2% 82,004 $3.5M
Hengehold Capital Management LLC 0.33% Add +4.2% 81,586 $3.4M
R.H. Investment Group, LLC 3.29% No change 80,954 $3.4M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.5% 80,227 $3.4M
Cincinnati Casualty Co. 1.94% No change 80,000 $3.4M
Grandfield & Dodd, LLC 0.21% Reduce -0.3% 79,718 $3.4M
Pacer Advisors, Inc. 0.01% Reduce -53.4% 79,675 $3.4M
NewEdge Advisors, LLC 0.02% Reduce -17.7% 79,125 $3.3M
Norinchukin Bank, The 0.06% Add +14.8% 78,763 $3.3M
Cincinnati Specialty Underwriters Insurance CO 1.00% No change 78,500 $3.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -33.8% 78,286 $3.3M
Orion Portfolio Solutions, LLC 0.03% Reduce -33.8% 78,286 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +1.1% 78,235 $3.3M
First Bank & Trust 0.64% Reduce -4.1% 77,935 $3.3M
Wealthspire Advisors, LLC 0.02% Add +81.2% 77,916 $3.3M
Black Maple Capital Management LP 2.57% New 77,500 $3.3M
HBW Advisory Services LLC 0.46% Add +16.3% 53,608 $3.3M
NorthCoast Asset Management LLC 0.02% Add +7.0% 77,258 $3.3M
WD Rutherford LLC 1.73% Add +0.2% 84,214 $3.3M
StoneX Group Inc. 0.18% Add +0.2% 75,861 $3.2M
Bradley Foster & Sargent Inc. 0.06% Reduce -0.4% 76,254 $3.2M
Mountain Pacific Investment Advisers LLC 0.24% Reduce -0.0% 76,054 $3.2M
World Investment Advisors 0.08% Add +13.5% 75,555 $3.2M
Exchange Capital Management, Inc. 0.52% Reduce -1.6% 75,556 $3.2M
Heritage Trust Co 0.38% Reduce -3.8% 75,038 $3.2M
Metis Global Partners, LLC 0.09% Add +15.2% 74,700 $3.2M
TRUE Private Wealth Advisors 0.38% Reduce -1.1% 74,403 $3.1M
MAI Capital Management 0.02% Add +0.8% 74,274 $3.1M
Entropy Technologies, LP 0.30% Add +347.2% 74,074 $3.1M
WealthTrust Asset Management, LLC 2.32% No change 74,000 $3.1M
Johnson Financial Group, Inc. 0.15% Add +5.4% 73,089 $3.1M
Keybank National Association 0.01% Add +2.0% 73,657 $3.1M
Community Bank of Raymore 2.51% Reduce -1.1% 73,457 $3.1M
Old National Bancorp 0.08% Reduce -7.0% 73,442 $3.1M
LS Investment Advisors, LLC 0.48% Reduce -8.4% 73,281 $3.1M
Maryland State Retirement & Pension System 0.07% Reduce -12.8% 72,903 $3.1M
Allworth Financial LP 0.02% Reduce -2.3% 76,838 $3.1M
New Mexico Educational Retirement Board 0.11% Reduce -2.0% 72,861 $3.1M
CW Advisors, LLC 0.04% Reduce -7.9% 72,782 $3.1M
Vista Investment Partners Ii, LLC 1.70% Reduce -0.3% 72,793 $3.1M
Morton Community Bank 0.80% Add +0.8% 72,240 $3.0M
Deane Retirement Strategies, Inc. 1.45% Add +2.0% 72,169 $3.0M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -12.3% 71,333 $3.0M
IFG Advisory, LLC 0.17% Add +6.5% 71,285 $3.0M
Hilltop Holdings Inc. 0.19% Reduce -0.1% 71,273 $3.0M
Independent Advisor Alliance 0.10% Add +7.0% 71,120 $3.0M
Alkeme Wealth, LLC 1.33% Reduce -1.0% 70,427 $3.0M
Dynamic Technology Lab Private Ltd 0.43% Add +271.4% 70,216 $3.0M
Principal Securities, Inc. 0.07% Add +0.2% 61,829 $3.0M
SummitTX Capital, L.P. 0.13% — 69,808 $2.9M
E. Ohman J:or Asset Management AB 0.08% Add +208.9% 69,500 $2.9M
Brookmont Capital Management 1.65% Reduce -6.0% 69,235 $2.9M
Lynch & Associates 0.63% Add +2.5% 68,946 $2.9M
Point72 (DIFC) Ltd 0.28% New 68,769 $2.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.34% Reduce -3.8% 68,734 $2.9M
Investment Management Corp of Ontario 0.06% New 68,032 $2.9M
XML Financial, LLC 0.27% Add +0.0% 68,000 $2.9M
Virtu Financial LLC 0.16% Add +1025.3% 67,663 $2.9M
KMG Fiduciary Partners, LLC 0.24% Add +6.0% 67,623 $2.9M
Mgo One Seven LLC 0.11% Reduce -4.2% 67,580 $2.9M
Cascade Investment Advisors, Inc. 1.92% Add +2.8% 67,400 $2.8M
Regions Financial Corp. 0.02% Reduce -11.8% 66,514 $2.8M
Naples Global Advisors, LLC 0.27% Add +2.6% 65,723 $2.8M
First PREMIER Bank 0.71% Add +0.0% 66,394 $2.8M
Rokos Capital Management LLP 0.08% New 66,269 $2.8M
Trust Co. of Vermont 0.14% Reduce -0.7% 65,969 $2.8M
Steward Partners Investment Advisory, LLC 0.02% Add +2.3% 65,960 $2.8M
Estabrook Capital Management 0.45% No change 65,525 $2.8M
Highland Capital Management, LLC 0.16% Add +1.3% 65,244 $2.8M
Keudell/Morrison Wealth Management 0.65% Reduce -4.1% 65,190 $2.8M
Nomura Holdings Inc. 0.01% Add +25.1% 65,096 $2.7M
Legacy Trust 0.66% Add +2.5% 65,007 $2.7M
Coldstream Capital Management Inc. 0.06% Reduce -6.0% 64,876 $2.7M
Cacti Asset Management LLC 0.21% Reduce -6.2% 64,697 $2.7M
Bessemer Group Inc. 0.00% Reduce -58.5% 64,672 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -3.9% 64,621 $2.7M
Accredited Investors Inc. 0.17% Reduce -3.2% 64,101 $2.7M
LCNB Corp. 0.98% Add +0.1% 63,155 $2.7M
Campbell & CO Investment Adviser LLC 0.20% Add +761.6% 62,954 $2.7M
Citizens Financial Group Inc. 0.05% Add +7.6% 62,179 $2.7M
Creative Financial Designs Inc. 0.21% Reduce -1.9% 62,445 $2.6M
Ascent Group, LLC 0.11% Add +12.5% 62,322 $2.6M
Prudential PLC 0.01% Reduce -38.7% 62,155 $2.6M
Concurrent Investment Advisors, LLC 0.06% Add +32.6% 61,933 $2.6M
Alaska Permanent Fund Corp 0.04% No change 64,760 $2.6M
Aurdan Capital Management, LLC 0.98% Reduce -30.1% 61,495 $2.6M
Kingsview Wealth Management, LLC 0.05% Reduce -25.4% 61,182 $2.6M
Bard Financial Services, Inc. 0.31% Reduce -1.7% 60,344 $2.5M
AG2R La Mondiale Gestion D'actifs 0.14% — 58,435 $2.5M
HBK Sorce Advisory LLC 0.07% Reduce -3.8% 60,300 $2.5M
BNC Wealth Management, LLC 0.91% Add +977.8% 60,141 $2.5M
Tealwood Asset Management Inc. 1.18% Reduce -1.9% 60,130 $2.5M
Cullen/Frost Bankers, Inc. 0.04% Add +0.5% 59,915 $2.5M
PEAK6 LLC 0.10% New 59,724 $2.5M
Advisory Services Network, LLC 0.05% Reduce -5.7% 59,696 $2.5M
Integras Partners LLC 2.40% Reduce -2.1% 59,435 $2.5M
Atria Wealth Solutions, Inc. 0.03% Reduce -16.2% 57,978 $2.5M
Loudon Investment Management, LLC 1.41% Reduce -0.4% 58,285 $2.5M
Williams Jones Wealth Management, LLC. 0.03% Add +1.1% 58,043 $2.5M
Alberta Investment Management Corp 0.02% New 57,497 $2.4M
Ritholtz Wealth Management 0.07% Add +6.0% 57,462 $2.4M
New Age Alpha Advisors, LLC 0.11% Add +12.4% 57,079 $2.4M
Kornitzer Capital Management Inc. 0.05% Add +0.6% 56,899 $2.4M
Cary Street Partners Financial LLC 0.08% Add +14.0% 56,480 $2.4M
Tradition Wealth Management, LLC 0.21% Reduce -0.9% 56,461 $2.4M
FineMark National Bank & Trust 0.09% Reduce -0.2% 56,343 $2.4M
Occudo Quantitative Strategies LP 0.32% Add +197.4% 56,859 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -73.7% 56,113 $2.4M
CENTRAL TRUST Co 0.06% Reduce -2.5% 56,080 $2.4M
Focus Financial Network, Inc. 0.10% Reduce -12.7% 56,055 $2.4M
OMERS ADMINISTRATION Corp 0.02% Reduce -14.6% 55,500 $2.3M
Granite Group Advisors, LLC 1.61% Add +4.7% 54,912 $2.3M
America First Investment Advisors, LLC 0.49% No change 54,842 $2.3M
McDonald Partners LLC 0.60% Add +1.7% 54,405 $2.3M
Argent Trust Co 0.09% Add +0.7% 54,308 $2.3M
Tidal Investments LLC 0.02% Reduce -18.0% 54,282 $2.3M
Bearing Point Capital, LLC 0.49% Add +11.5% 54,272 $2.3M
Mutual Advisors, LLC 0.07% Add +0.7% 57,392 $2.3M
Great Valley Advisor Group, Inc. 0.05% Reduce -8.7% 54,208 $2.3M
SG Americas Securities, LLC 0.01% Reduce -84.5% 53,885 $2.3M
Parcion Private Wealth LLC 0.18% Add +1.5% 53,757 $2.3M
Resonant Capital Advisors, LLC 0.16% Reduce -1.4% 52,884 $2.3M
NJ State Employees Deferred Compensation Plan 0.29% No change 53,500 $2.3M
Independence Bank of Kentucky 0.35% Reduce -1.8% 53,275 $2.2M
Siemens Fonds Invest GmbH 0.15% Add +1.9% 53,255 $2.2M
Advisors Asset Management, Inc. 0.04% Reduce -45.0% 52,997 $2.2M
Laird Norton Wetherby Trust Company, LLC 0.36% No change 52,300 $2.2M
Pinnacle Associates Ltd. 0.03% Add +0.5% 52,644 $2.2M
Bridgeway Capital Management, LLC 0.06% No change 52,600 $2.2M
Centiva Capital, LP 0.13% Add +648.0% 52,533 $2.2M
Caprock Group, LLC 0.07% Reduce -5.8% 51,689 $2.2M
Allstate Corp. 0.06% Add +12.1% 52,195 $2.2M
Waverly Advisors, LLC 0.03% Reduce -5.3% 52,148 $2.2M
Northwest & Ethical Investments L.P. 0.06% Add +22.1% 52,090 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -16.1% 51,334 $2.2M
Birch Hill Investment Advisors LLC 0.10% Reduce -9.1% 51,620 $2.2M
Vinva Investment Management Ltd 0.09% Reduce -8.9% 51,525 $2.2M
LifeSteps Financial, Inc. 1.76% Reduce -0.1% 51,371 $2.2M
CreativeOne Wealth, LLC 0.06% Add +105.2% 51,068 $2.2M
Fulton Bank, N.A. 0.09% Reduce -0.2% 50,963 $2.2M
Tiaa Trust, National Association 0.01% Reduce -8.8% 50,612 $2.1M
Assenagon Asset Management S.A. 0.00% Add +0.8% 50,597 $2.1M
Empirical Finance, LLC 0.13% Add +1.9% 50,373 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Add +25.9% 50,271 $2.1M
Mediolanum International Funds Ltd 0.03% Add +53.8% 50,092 $2.1M
IMS Capital Management 1.07% Add +1.1% 50,024 $2.1M
RW Investment Management LLC 0.26% Add +0.1% 50,009 $2.1M
Lee Danner & Bass Inc. 0.17% Add +0.9% 49,859 $2.1M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Reduce -16.5% 49,662 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 49,616 $2.1M
Tarbox Family Office, Inc. 0.35% Reduce -0.2% 49,580 $2.1M
iSAM Funds (UK) Ltd 1.03% Add +371.6% 49,272 $2.1M
United Community Bank 0.77% Add +21.8% 49,066 $2.1M
Legacy Private Trust Co. 0.14% Add +6.7% 48,828 $2.1M
Lantz Financial LLC 0.56% Reduce -2.3% 48,437 $2.0M
Stolper Co 0.67% New 48,038 $2.0M
Verdence Capital Advisors LLC 0.15% Add +2.5% 47,859 $2.0M
Marks Group Wealth Management, Inc 0.19% Add +0.5% 47,764 $2.0M
LVW Advisors, LLC 0.24% Reduce -13.1% 47,661 $2.0M
Bleakley Financial Group, LLC 0.06% Add +5.7% 47,646 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +3.9% 47,351 $2.0M
Wedbush Securities Inc. 0.07% Reduce -18.1% 47,336 $2.0M
Pflug Koory, LLC 1.11% Reduce -1.1% 47,277 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.93% Add +3.5% 47,247 $2.0M
Claris Advisors, LLC / Mo / 0.74% Reduce -0.3% 47,048 $2.0M
Savant Capital, LLC 0.02% Reduce -23.2% 46,901 $2.0M
Mirabella Financial Services LLP 0.08% Add +143.7% 46,555 $2.0M
Radnor Capital Management, LLC 0.33% Reduce -0.4% 46,296 $2.0M
Atom Investors LP 0.24% Add +21.3% 45,992 $1.9M
Stock Yards Bank & Trust Co. 0.07% Reduce -1.2% 45,918 $1.9M
Lawson Kroeker Investment Management Inc. 0.36% Add +4.4% 45,860 $1.9M
Tower Research Capital LLC (TRC) 0.06% Reduce -54.0% 46,379 $1.9M
Plancorp, LLC 0.08% Add +0.6% 45,473 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -29.9% 45,351 $1.9M
Intrua Financial, LLC 0.30% Add +31.8% 45,305 $1.9M
Cornerstone Wealth Management, LLC 0.13% Add +7.6% 44,813 $1.9M
Raleigh Capital Management Inc. 0.85% Reduce -1.5% 44,704 $1.9M
Ashton Thomas Private Wealth, LLC 0.07% Add +1.5% 43,150 $1.8M
NBT Bank, N.A. 0.13% Reduce -5.9% 43,295 $1.8M
J.W. Cole Advisors, Inc. 0.06% Add +185.6% 43,249 $1.8M
ING Groep NV 0.01% Reduce -2.2% 43,208 $1.8M
Bristlecone Advisors, LLC 0.15% Reduce -5.6% 43,175 $1.8M
Praxis Investment Management Inc. 0.12% No change 43,127 $1.8M
Teewinot Capital Advisers, L.L.C. 0.19% Reduce -93.9% 43,117 $1.8M
Allen Mooney & Barnes Investment Advisors LLC 0.29% Add +85.5% 42,972 $1.8M
NorthRock Partners, LLC 0.06% Reduce -1.4% 42,188 $1.8M
Vontobel Holding Ltd. 0.01% Add +36.9% 42,636 $1.8M
Somerset Group LLC 1.63% No change 42,484 $1.8M
Bill Few Associates, Inc. 0.64% Reduce -0.1% 42,292 $1.8M
Bridgefront Capital, LLC 0.52% Add +239.5% 42,257 $1.8M
Viawealth, LLC 1.09% Reduce -1.0% 41,900 $1.8M
Moloney Securities Asset Management, LLC 0.24% Reduce -11.2% 41,655 $1.8M
Farther Finance Advisors, LLC 0.04% Add +189.0% 41,810 $1.7M
OneAscent Financial Services LLC 0.11% Add +296.3% 41,224 $1.7M
Portside Wealth Group, LLC 0.28% Add +5.3% 41,168 $1.7M
KPP Advisory Services LLC 0.33% Reduce -4.6% 41,134 $1.7M
Iams Wealth Management, LLC 0.79% Add +18.7% 41,041 $1.7M
Point72 Hong Kong Ltd 0.12% New 40,735 $1.7M
Premier Path Wealth Partners, LLC 0.27% Reduce -1.6% 40,628 $1.7M
Ancora Advisors LLC 0.04% Reduce -4.1% 40,061 $1.7M
Curbstone Financial Management Corp 0.35% Reduce -0.3% 39,760 $1.7M
Tounjian Advisory Partners, LLC 0.31% — 39,696 $1.7M
Quadrature Capital Ltd 0.04% New 39,386 $1.7M
Oak Thistle LLC 0.33% Add +455.7% 39,359 $1.7M
Sterling Capital Management LLC 0.03% Add +5.0% 39,351 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -19.2% 39,338 $1.7M
Dakota Wealth Management 0.04% Reduce -9.6% 39,194 $1.7M
Intech Investment Management LLC 0.02% Add +18.9% 39,276 $1.7M
Western Wealth Management, LLC 0.11% Reduce -16.6% 39,263 $1.7M
Redmond Asset Management, LLC 0.43% Add +5.1% 39,111 $1.7M
Summit Financial, LLC 0.05% Add +15.1% 38,954 $1.6M
Inceptionr LLC 0.49% New 38,637 $1.6M
Cullinan Associates Inc. 0.11% Add +0.8% 38,218 $1.6M
SageView Advisory Group, LLC 0.07% Reduce -10.9% 38,160 $1.6M
HighPoint Advisor Group LLC 0.09% Add +2.6% 39,536 $1.6M
Probity Advisors, Inc. 0.31% Add +21.4% 37,821 $1.6M
Vision Capital Management, Inc. 0.23% Reduce -35.9% 37,424 $1.6M
WINTON GROUP Ltd 0.10% Reduce -55.6% 37,406 $1.6M
Brady Family Wealth, LLC 0.51% Reduce -0.0% 37,404 $1.6M
Cohen Klingenstein LLC 0.06% No change 37,300 $1.6M
GS Investments, Inc. 0.74% Reduce -0.3% 37,065 $1.6M
Principle Wealth Partners LLC 0.11% Reduce -3.7% 36,869 $1.6M
Parsons Capital Management Inc. 0.08% No change 36,821 $1.6M
TCTC Holdings, LLC 0.05% Reduce -3.2% 36,751 $1.6M
Enterprise Financial Services Corp 0.92% Reduce -0.1% 36,744 $1.6M
GAMMA Investing LLC 0.12% Add +0.9% 36,656 $1.5M
Private Wealth Asset Management, LLC 0.22% — 36,485 $1.5M
Studio Investment Management LLC 0.32% Reduce -7.2% 36,049 $1.5M
SouthState Bank Corp 0.07% Add +1.5% 36,327 $1.5M
Delta Accumulation, LLC 13.64% Add +0.0% 33,489 $1.5M
Brighton Jones LLC 0.05% Reduce -24.9% 36,273 $1.5M
Coppell Advisory Solutions LLC 0.21% Reduce -10.7% 37,585 $1.5M
Quadrant Capital Group LLC 0.06% Add +66.7% 36,047 $1.5M
Meeder Advisory Services, Inc. 0.09% Add +11.2% 35,991 $1.5M
Pitcairn Co. 0.09% Reduce -17.4% 35,991 $1.5M
ZWJ Investment Counsel Inc. 0.06% Reduce -4.3% 35,977 $1.5M
Wealth Forward, LLC 1.08% Reduce -0.0% 35,965 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -22.5% 35,958 $1.5M
Alpine Woods Capital Investors, LLC 0.38% New 35,802 $1.5M
Vident Advisory, LLC 0.02% Reduce -26.5% 35,779 $1.5M
Eukles Asset Management 0.66% Add +4.3% 35,691 $1.5M
Wilmington Savings Fund Society, FSB 0.03% Reduce -3.6% 35,583 $1.5M
Arete Wealth Advisors, LLC 0.11% Add +2.3% 35,490 $1.5M
Simmons Bank 0.11% Reduce -1.0% 35,473 $1.5M
Schnieders Capital Management LLC 0.32% Reduce -2.0% 35,338 $1.5M
Thrive Capital Management, LLC 0.89% New 35,303 $1.5M
LBP Am SA 0.02% Add +91.1% 35,253 $1.5M
United Services Automobile Association 0.05% No change 35,088 $1.5M
Investors Research Corp 0.32% Add +0.8% 35,051 $1.5M
Donoghue Forlines LLC 0.47% Add +14.3% 34,906 $1.5M
Aviso Wealth Management 0.78% Reduce -8.2% 34,545 $1.5M
Carret Asset Management, LLC 0.16% Reduce -1.6% 34,534 $1.5M
Empowered Funds, LLC 0.02% Add +2.1% 34,411 $1.5M
Wealthcare Advisory Partners LLC 0.04% Reduce -0.4% 34,394 $1.5M
Journey Advisory Group, LLC 0.12% Reduce -1.8% 34,386 $1.5M
Paradigm Capital Management, LLC 1.51% Reduce -15.7% 34,348 $1.4M
Parthenon LLC 0.18% No change 34,216 $1.4M
Arbor Capital Management Inc. 1.39% Add +5.4% 33,781 $1.4M
Gotham Asset Management 0.01% Add +3.7% 33,903 $1.4M
Cannell & Spears LLC 0.03% Reduce -2.4% 33,812 $1.4M
Merit Financial Group, LLC 0.02% Reduce -4.1% 33,447 $1.4M
ZEGA Investments, LLC 0.41% Add +0.3% 33,193 $1.4M
Greenleaf Trust 0.01% Add +0.6% 33,030 $1.4M
Hartford Financial Management Inc. 0.29% No change 33,000 $1.4M
Columbia Asset Management 0.28% Reduce -9.9% 32,768 $1.4M
Midwest Financial Group LLC 0.80% Add +2.8% 32,751 $1.4M
International Assets Investment Management, LLC 0.12% Add +53.0% 32,546 $1.4M
Cedar Wealth Management, LLC 0.49% No change 32,440 $1.4M
V-Square Quantitative Management LLC 0.20% Add +7.1% 32,311 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +3.6% 32,302 $1.4M
Stoneridge Investment Partners LLC 1.15% New 32,153 $1.4M
Curi Capital, LLC 0.03% Add +4.9% 31,752 $1.4M
Sky Investment Group LLC 0.26% Reduce -4.0% 32,071 $1.4M
Cornercap Investment Counsel Inc. 0.71% Reduce -1.2% 32,020 $1.4M
Prosperity Consulting Group, LLC 0.10% Reduce -3.1% 31,809 $1.3M
LifePlan Financial, LLC 1.17% Add +3.4% 31,740 $1.3M
17 Capital Partners, LLC 0.86% No change 31,648 $1.3M
Annex Advisory Services, LLC 0.04% Add +0.1% 31,600 $1.3M
Qtron Investments LLC 0.20% No change 31,521 $1.3M
Legacy Financial Advisors, Inc. 0.22% Reduce -1.8% 31,510 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -6.3% 31,481 $1.3M
First National Advisers, LLC 0.21% Add +3.0% 31,462 $1.3M
Weaver Capital Management LLC 0.35% Reduce -2.4% 31,456 $1.3M
Park National Corp. 0.05% Reduce -2.0% 31,440 $1.3M
1ST Source Bank 0.08% Reduce -2.1% 31,433 $1.3M
Financial Advocates Investment Management 0.09% Reduce -0.2% 31,400 $1.3M
DCM Advisors, LLC 0.71% Reduce -0.1% 44,271 $1.3M
Cardinal Capital Management, Inc. 0.04% Reduce -14.5% 31,171 $1.3M
Stablepoint Partners, LLC 0.24% Add +2.3% 31,115 $1.3M
Missouri Trust & Investment Co 0.46% No change 30,927 $1.3M
Applied Capital LLC 1.05% Reduce -0.3% 30,823 $1.3M
Trust Co. of Toledo NA 0.17% Reduce -1.8% 30,353 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 30,183 $1.3M
Horizon Investments, LLC 0.04% Add +4.0% 30,125 $1.3M
Somerset Trust Co 0.45% Add +7.1% 30,090 $1.3M
Woodmont Investment Counsel LLC 0.09% Reduce -2.7% 30,009 $1.3M
Vestcor Inc 0.04% Add +0.2% 29,926 $1.3M
Horan Capital Advisors, LLC. 0.43% Add +1.5% 29,865 $1.3M
Wealth Alliance, LLC 0.15% Reduce -23.8% 29,840 $1.3M
Csenge Advisory Group 0.07% Add +1.0% 32,867 $1.3M
Bull Street Advisors, LLC 0.60% Reduce -3.5% 29,640 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Add +0.7% 29,425 $1.2M
Virtus Investment Advisers, LLC 0.34% New 29,331 $1.2M
Fiduciary Group, LLC 0.12% Add +2.8% 29,279 $1.2M
Ascent Wealth Partners, LLC 0.17% Add +1.8% 29,244 $1.2M
Harbour Investments, Inc. 0.04% Reduce -5.4% 29,165 $1.2M
Syverson Strege & Co 0.39% Reduce -0.8% 29,062 $1.2M
Community Bank, N.A. 0.16% Reduce -21.1% 29,030 $1.2M
Teza Capital Management LLC 0.56% Reduce -59.7% 28,864 $1.2M
Nicholas Hoffman & Company, LLC. 0.05% Add +4.1% 28,847 $1.2M
Buffington Mohr McNeal 0.24% Reduce -10.6% 28,762 $1.2M
Peloton Wealth Strategists 0.52% Add +1.4% 28,625 $1.2M
Legacy Advisors, LLC 0.12% Reduce -3.6% 28,175 $1.2M
Secured Retirement Advisors, LLC 0.78% Add +13.7% 28,479 $1.2M
Bluespring Wealth Management, LLC 0.12% Reduce -3.2% 28,058 $1.2M
Motley Fool Wealth Management, LLC 0.07% Reduce -11.6% 28,388 $1.2M
Doliver Advisors, LP 0.34% Reduce -0.2% 28,287 $1.2M
Haverford Trust Co 0.01% Reduce -7.3% 28,228 $1.2M
Wood Tarver Financial Group, LLC 0.39% Reduce -0.9% 28,156 $1.2M
Corundum Group, Inc. 0.57% Reduce -35.8% 28,022 $1.2M
Formidable Asset Management, LLC 0.20% Add +0.9% 27,830 $1.2M
HighMark Wealth Management LLC 0.69% Reduce -2.8% 27,829 $1.2M
Linden Thomas Advisory Services, LLC 0.15% Add +0.3% 27,814 $1.2M
Cahill Financial Advisors Inc. 0.16% Add +20.1% 27,725 $1.2M
Stiles Financial Services Inc 0.45% Reduce -5.2% 27,724 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -3.9% 27,634 $1.2M
Brady Martz Wealth Solutions, LLC 0.26% Reduce -0.3% 27,300 $1.2M
Manske Wealth Management 0.43% Add +121.0% 27,211 $1.1M
First Community Trust NA 1.00% Reduce -5.8% 27,103 $1.1M
Apollon Wealth Management, LLC 0.03% Reduce -6.5% 27,039 $1.1M
Cable Hill Partners, LLC 0.11% Reduce -18.2% 28,265 $1.1M
Welch & Forbes LLC 0.01% Reduce -1.9% 26,987 $1.1M
Banque Cantonale Vaudoise 0.05% — 26,964 $1.1M
Trivium Point Advisory, LLC 0.14% Reduce -9.6% 26,907 $1.1M
Smith, Moore & Co. 0.10% Add +8.7% 26,862 $1.1M
FIL Ltd 0.00% Reduce -7.1% 26,831 $1.1M
Integrity Alliance, Llc. 0.04% Add +524.7% 26,737 $1.1M
Hayek Kallen Investment Management 0.42% Add +0.1% 26,707 $1.1M
Equitable Trust Co. 0.06% Reduce -4.9% 26,645 $1.1M
Richards, Merrill & Peterson, Inc. 0.58% Add +0.2% 26,614 $1.1M
Potomac Fund Management Inc. 0.48% Add +13.1% 29,183 $1.1M
First Financial Bank - Trust Division 0.11% Reduce -16.0% 26,078 $1.1M
Cairn Investment Group, Inc. 0.62% Reduce -0.2% 26,038 $1.1M
Shell Asset Management Co. 0.05% Reduce -2.5% 25,980 $1.1M
Plato Investment Management Ltd 0.09% Add +17.9% 25,656 $1.1M
Griffin Asset Management, Inc. 0.13% Reduce -4.5% 25,742 $1.1M
Larson Financial Group LLC 0.05% Add +63.8% 25,603 $1.1M
Meridian Financial Partners LLC 0.55% Add +2.1% 25,534 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -20.6% 25,495 $1.1M
Caxton Associates LLP 0.04% — 25,465 $1.1M
Pioneer Trust Bank N A 0.28% No change 25,333 $1.1M
Pathway Financial Advisers, LLC 0.37% Add +2.2% 25,254 $1.1M
Cravens & Co Advisors, LLC 0.83% No change 25,212 $1.1M
Everett Harris & Co. 0.01% Reduce -5.2% 25,207 $1.1M
Forum Financial Management, LP 0.02% Add +1.0% 25,081 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -52.8% 25,060 $1.1M
Litman Gregory Wealth Management LLC 0.09% No change 25,038 $1.1M
Procyon Advisors, LLC 0.06% Add +34.3% 27,214 $1.1M
Evercore Wealth Management, LLC 0.02% Reduce -6.2% 24,984 $1.1M
Wealthquest Corp 0.09% Reduce -3.9% 24,984 $1.1M
AIA Group Ltd 0.03% Add +153.6% 24,936 $1.1M
Neville Rodie & Shaw Inc. 0.08% No change 24,777 $1.0M
Credit Industriel Et Commercial 0.24% New 24,654 $1.0M
Flagstone Financial Management 0.33% Add +0.0% 24,629 $1.0M
Hunter Perkins Capital Management, LLC 0.24% Reduce -33.7% 24,125 $1.0M
Rockland Trust Co. 0.05% Add +1.7% 24,169 $1.0M
Profund Advisors LLC 0.04% Reduce -16.1% 24,165 $1.0M
Legacy Capital Wealth Partners, LLC 0.25% Reduce -6.9% 24,138 $1.0M
Fourthstone LLC 0.25% New 24,100 $1.0M
Disciplined Equity Management, Inc. 0.71% Add +1.8% 24,050 $1.0M
Field & Main Bank 0.36% Add +5.0% 23,858 $1.0M
R Squared Ltd 1.08% Add +4874.9% 23,830 $1.0M
Capital Advisors Wealth Management, LLC 0.18% Reduce -12.1% 23,825 $1.0M
Moody National Bank Trust Division 0.10% Reduce -0.3% 23,713 $1.0M
Scotia Capital Inc. 0.01% Reduce -1.3% 23,670 $999K
Compound Planning, Inc. 0.05% Reduce -15.9% 23,564 $995K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -2.0% 23,505 $992K
Elevated Capital Advisors, LLC 0.28% Add +2.9% 23,481 $991K
Ieq Capital, LLC 0.01% Reduce -71.0% 23,464 $991K
Boothbay Fund Management, LLC 0.04% New 23,289 $983K
Chemung Canal Trust Co. 0.22% Reduce -70.6% 23,279 $983K
Sittner & Nelson, LLC 0.42% Reduce -4.8% 23,246 $981K
Fourpath Capital Management, LLC 0.17% Reduce -0.1% 23,241 $981K
Resources Management Corp. /CT/ 0.14% Reduce -0.2% 23,225 $981K
Stableford Capital II LLC 0.41% Add +0.0% 25,653 $980K
Magellan Asset Management Ltd 0.01% Add +1032.5% 23,160 $978K
Aire Advisors, LLC 0.21% Reduce -16.9% 23,091 $975K
TCW Group Inc. 0.01% Add +5.6% 23,051 $973K
Signaturefd, LLC 0.02% Add +2.1% 23,020 $972K
Dearborn Partners LLC 0.05% Reduce -12.7% 23,010 $971K
Oddo BHF Asset Management Sas 0.04% New 22,914 $967K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +111.7% 22,793 $962K
Kerrisdale Advisers, LLC 0.40% Reduce -39.6% 22,736 $960K
Clean Yield Group 0.31% Reduce -4.3% 22,548 $952K
Mengis Capital Management, Inc. 0.20% No change 22,532 $951K
Buck Wealth Strategies, LLC 0.17% Add +63.2% 22,417 $946K
Jacobi Capital Management LLC 0.07% Add +1.6% 22,355 $944K
Applied Finance Capital Management, LLC 0.07% No change 22,259 $940K
Independent Financial Group, LLC 0.03% Reduce -8.6% 22,253 $940K
Private Trust Co. NA 0.10% Add +2.9% 22,168 $936K
Frank, Rimerman Advisors LLC 0.07% Reduce -50.8% 22,162 $936K
Ameritas Advisory Services, LLC 0.04% Add +2.4% 21,488 $935K
AlphaCore Capital LLC 0.08% Add +5.6% 21,489 $918K
Gsa Capital Partners LLP 0.08% Add +138.8% 21,707 $916K
HFG Advisors, Inc. 0.78% New 21,556 $910K
DMC Group, LLC 0.74% Reduce -10.2% 21,541 $909K
Callan Family Office, LLC 0.07% Reduce -41.5% 21,517 $908K
Canada Pension Plan Investment Board 0.00% Reduce -87.2% 21,474 $907K
Parkside Financial Bank & Trust 0.11% Reduce -3.7% 21,353 $902K
Caisse Des Depots Et Consignations 0.04% No change 21,201 $895K
Weitzel Financial Services, Inc. 0.43% No change 22,979 $891K
Winthrop Capital Management, LLC 0.24% Reduce -9.0% 21,043 $888K
Norden Group LLC 0.10% Reduce -10.1% 21,014 $887K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.7% 20,996 $886K
Portland Global Advisors LLC 0.11% Reduce -4.6% 20,950 $885K
Ameritas Investment Partners, Inc. 0.03% Add +1.6% 20,942 $884K
Peak Retirement Planning, Inc. 0.49% New 20,788 $878K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -16.5% 20,484 $875K
Geneos Wealth Management Inc. 0.03% Add +28.0% 20,673 $873K
Winnacle Wealth LLC 0.80% Add +66480.6% 20,640 $871K
Capital Management Associates, Inc 0.20% Add +100.0% 20,594 $869K
Exencial Wealth Advisors, LLC 0.03% Add +9.1% 20,558 $868K
CX Institutional 0.03% Reduce -16.0% 20,514 $866K
MIdWestOne Financial Group, Inc. 0.12% Add +1.2% 20,504 $866K
Caas Capital Management LP 0.41% New 20,500 $866K
Lecap Asset Management Ltd. 0.20% New 20,440 $863K
Dark Forest Capital Management LP 0.04% New 20,372 $860K
Ballentine Partners, LLC 0.01% Reduce -5.9% 20,368 $860K
HCR Wealth Advisors 0.11% Add +1.2% 20,345 $859K
Fifth Third Wealth Advisors LLC 0.04% Add +1.5% 20,323 $858K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.1% 20,311 $858K
North Star Investment Management Corp. 0.06% Add +0.5% 20,299 $857K
CWA Asset Management Group, LLC 0.04% Add +86.8% 20,258 $855K
Perigon Wealth Management, LLC 0.02% Reduce -1.4% 20,241 $855K
Financial Perspectives, Inc 0.29% Reduce -0.5% 20,137 $850K
Aspiriant, LLC 0.03% Add +0.7% 20,119 $849K
Bank of Hawaii 0.05% Reduce -12.5% 20,057 $847K
Hudson Bay Capital Management LP 0.01% New 20,050 $847K
Parallel Advisors, LLC 0.02% Reduce -1.0% 19,992 $844K
Dana Investment Advisors, Inc. 0.03% Add +3.3% 19,522 $824K
Longfellow Investment Management Co. LLC 0.20% Add +33.7% 19,379 $818K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -52.9% 19,369 $818K
Modern Wealth Management, LLC 0.03% Add +6.9% 19,247 $813K
Sowell Financial Services LLC 0.04% Reduce -28.2% 19,079 $806K
Fox Run Management, L.L.C. 0.12% New 19,006 $802K
CFS Investment Advisory Services, LLC 0.07% Add +0.1% 18,961 $801K
Panagora Asset Management Inc. 0.00% Reduce -7.4% 18,893 $798K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -0.2% 18,474 $789K
Quantitative Investment Management, LLC 0.07% New 18,673 $788K
Mission Wealth Management, LP 0.02% Reduce -36.4% 18,513 $782K
First County Bank 0.43% Reduce -4.4% 18,489 $781K
Triangle Securities Wealth Management 0.20% Add +3.2% 18,411 $777K
JGP Wealth Management, LLC 0.10% Reduce -2.3% 18,339 $774K
Evergreen Capital Management LLC 0.03% Add +3.4% 18,118 $774K
Sumitomo Life Insurance Co. 0.03% Reduce -0.9% 18,107 $764K
Grove Bank & Trust 0.10% Reduce -44.9% 17,994 $760K
Wealth Alliance Advisory Group, LLC 0.16% Reduce -10.7% 17,972 $759K
Steph & Co. 0.27% Add +11.2% 17,941 $757K
Trust Asset Management LLC 0.06% Add +9.3% 17,831 $753K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -20.9% 17,797 $751K
My Legacy Advisors, LLC 0.29% Reduce -1.3% 17,769 $750K
Cohen Capital Management, Inc. 0.13% No change 17,700 $747K
Bridgewater Advisors Inc. 0.06% Reduce -2.2% 18,288 $741K
Arnhold LLC 0.07% No change 17,530 $740K
Ahl Investment Management, Inc. 0.51% No change 17,506 $739K
FAS Wealth Partners, Inc. 0.06% Reduce -2.0% 17,488 $738K
Wedmont Private Capital 0.04% Reduce -15.1% 19,453 $736K
Ostrum Asset Management 0.04% Add +73.1% 17,380 $734K
Davidson Trust Co. 0.35% Reduce -1.7% 17,273 $729K
Shepherd Financial Partners LLC 0.09% Add +3.5% 17,257 $729K
Sagespring Wealth Partners, LLC 0.02% Add +10.9% 17,251 $728K
Morningstar Investment Management LLC 0.06% Reduce -12.0% 17,178 $725K
Poehling Capital Management, INC. 0.18% No change 17,126 $723K
Vestor Capital, LLC 0.06% Reduce -0.1% 17,136 $723K
Foster & Motley Inc. 0.05% Add +83.9% 17,013 $718K
Impact Partnership Wealth, LLC 0.15% No change 16,942 $715K
Natural Investments, LLC 0.20% No change 16,823 $710K
Good Steward Wealth Advisors,LLC 0.64% — 16,767 $708K
IFP Advisors, Inc 0.02% Add +23.0% 16,727 $706K
Howe & Rusling Inc. 0.06% Reduce -81.5% 16,604 $701K
Thoroughbred Financial Services, LLC 0.04% Add +0.4% 16,624 $701K
Leavell Investment Management, Inc. 0.03% Reduce -8.9% 16,400 $701K
Valley National Advisers Inc. 0.13% Reduce -29.8% 16,602 $700K
Capital Square, LLC 0.41% No change 16,547 $699K
Gallagher Capital Advisors, LLC 0.53% Add +1.0% 16,546 $699K
Badgley Phelps Wealth Managers, LLC 0.02% No change 16,314 $697K
Wilkins Investment Counsel Inc. 0.10% No change 16,450 $695K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +22.2% 16,450 $694K
North Star Asset Management Inc. 0.03% Reduce -3.3% 16,351 $690K
Sunbelt Securities, Inc. 0.06% Reduce -5.2% 16,312 $689K
Altfest L J & Co. Inc. 0.09% Reduce -0.5% 16,301 $688K
IFG Advisors, LLC 0.13% No change 16,274 $687K
Integrated Advisors Network LLC 0.03% Add +12.7% 16,237 $686K
Rovin Capital /Ut/ 0.22% Add +4.9% 16,139 $681K
Visionary Wealth Advisors 0.04% Reduce -3.2% 16,100 $680K
Moors & Cabot, Inc. 0.03% Reduce -7.2% 16,093 $679K
Groupama Asset Managment 0.01% New 16,060 $679K
Powers Advisory Group, LLC 0.32% Reduce -0.2% 16,009 $676K
Pacific Global Investment Management Co. 0.95% Add +20.9% 15,979 $675K
RFG Advisory, LLC 0.02% Add +8.8% 15,971 $674K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.8% 15,945 $673K
Prossimo Advisors, LLC 0.50% Add +2.2% 15,896 $671K
L & S Advisors Inc 0.09% No change 15,800 $667K
Live Oak Investment Partners 0.52% New 15,731 $664K
Cigna Investments Inc. 0.12% Reduce -2.3% 15,701 $663K
SBI Securities Co., Ltd. 0.02% Add +2.6% 15,661 $661K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -63.7% 15,562 $657K
Montag A & Associates Inc. 0.03% Reduce -3.7% 15,367 $656K
Atwood & Palmer Inc. 0.05% Reduce -6.9% 15,498 $654K
Legacy Wealth Asset Management, LLC 0.18% Reduce -1.6% 15,475 $653K
GTS Securities LLC 0.03% Reduce -17.3% 15,470 $653K
Oldfather Financial Services, LLC 0.25% Add +2.6% 15,439 $652K
Axim Planning & Wealth 0.58% No change 15,423 $651K
Howard Capital Management, LLC 0.02% Reduce -0.7% 15,419 $651K
Sunpointe, LLC 0.35% Add +0.4% 15,216 $650K
Total Clarity Wealth Management, Inc. 0.21% No change 13,488 $645K
Sheaff Brock Investment Advisors, LLC 0.06% Add +9.1% 15,226 $643K
Chicago Partners Investment Group LLC 0.02% Add +20.1% 15,556 $642K
Centennial Wealth Advisory LLC 0.23% Add +22.7% 15,179 $641K
Raiffeisen Bank International AG 0.01% Add +41.1% 15,147 $640K
Bank of Stockton 0.20% Add +3.2% 15,125 $639K
Personal Cfo Solutions, LLC 0.13% Reduce -1.0% 15,069 $636K
Van Hulzen Asset Management, LLC 0.06% Reduce -13.4% 14,935 $631K
Argus Investors' Counsel, Inc. 0.48% Reduce -28.3% 14,933 $630K
Wallace Advisory Group, LLC 0.43% Reduce -2.5% 13,097 $626K
Stratos Wealth Advisors, LLC 0.03% Reduce -3.4% 14,780 $624K
Bollard Group LLC 0.02% Reduce -7.0% 14,720 $621K
Davis Investment Partners, LLC 0.27% New 16,247 $621K
Sabal Trust CO 0.03% Reduce -97.0% 14,614 $617K
Orion Capital Management LLC 0.26% New 14,600 $616K
Prime Capital Investment Advisors, LLC 0.01% Add +10.2% 14,554 $614K
Gilbert & Cook, Inc. 0.09% Add +2.0% 14,550 $614K
Cidel Asset Management Inc. 0.04% Reduce -2.4% 14,381 $607K
Lanark Financial, Inc. 0.05% — 14,273 $602K
Sound View Wealth Advisors Group, LLC 0.05% Add +20.3% 14,256 $602K
Grange Capital, LLC 0.70% Reduce -1.1% 14,243 $601K
McGlone Suttner Wealth Management, Inc. 0.10% Add +37.1% 14,179 $599K
Jag Capital Management, LLC 0.08% Reduce -0.0% 14,083 $595K
Smartleaf Asset Management LLC 0.06% Add +2.4% 14,062 $594K
Manchester Capital Management LLC 0.07% Reduce -1.4% 13,883 $586K
Monetary Management Group Inc. 0.16% No change 13,865 $585K
Northwest Wealth Management, LLC 0.12% Reduce -3.0% 13,851 $585K
Fusion Capital, LLC 0.22% Add +2.4% 13,840 $584K
Rogco, LP 0.23% Add +4.3% 13,747 $580K
Flputnam Investment Management Co. 0.01% Add +29.8% 13,715 $579K
Kintegral Advisory, LLC 0.06% Reduce -0.3% 13,551 $579K
Composition Wealth, LLC 0.01% Reduce -11.9% 13,677 $577K
San Luis Wealth Advisors LLC 0.13% New 13,666 $577K
Bedel Financial Consulting, Inc. 0.08% No change 13,994 $573K
Isthmus Partners, LLC 0.07% No change 13,558 $572K
Intrust Bank NA 0.06% Reduce -4.3% 13,550 $572K
Foundations Investment Advisors, LLC 0.01% Reduce -12.0% 13,529 $571K
Emerald Advisors, LLC 0.08% Add +9.0% 13,524 $571K
Interactive Financial Advisors, Inc. 0.30% No change 13,462 $568K
Pinnacle Bancorp, Inc. 0.19% Reduce -2.2% 13,462 $568K
Precision Wealth Strategies, LLC 0.43% Add +21.9% 13,407 $566K
Florida Trust Wealth Management Co 0.02% Reduce -10.1% 13,369 $564K
Wolff Financial Management LLC 0.16% Add +0.0% 13,364 $564K
Quad-Cities Investment Group, LLC 0.28% Add +0.1% 13,353 $564K
Balyasny Asset Management L.P. 0.00% Add +133.3% 13,306 $562K
Supplemental Annuity Collective Trust of NJ 0.18% No change 13,271 $560K
Perkins Capital Management Inc. 0.59% Reduce -1.9% 13,250 $559K
MOKAN Wealth Management Inc. 0.34% New 13,234 $559K
Auxier Asset Management LLC 0.08% No change 13,009 $549K
Infrastructure Capital Advisors, LLC 0.09% Add +6.9% 12,990 $548K
Debussy Capital Management LP 0.09% Add +0.7% 12,863 $543K
Essex Bank 0.13% Add +4.1% 12,852 $543K
Northeast Investment Management 0.03% Reduce -20.8% 12,842 $542K
Moran Wealth Management, LLC 0.02% Add +4.9% 12,802 $541K
Vest Financial, LLC 0.01% Add +73.5% 12,772 $539K
JFS Wealth Advisors, LLC 0.04% Add +0.2% 12,704 $536K
Forbes J M & Co. LLP 0.05% No change 12,677 $535K
Lion Street Advisors, LLC 0.17% Reduce -0.1% 12,653 $534K
First Horizon Advisors, Inc. 0.01% Reduce -4.0% 12,642 $534K
Keystone Financial Group 0.05% Add +13.8% 12,581 $531K
First Business Financial Services, Inc. 0.05% No change 12,571 $531K
WealthPLAN Partners, LLC 0.07% Add +1.9% 12,517 $528K
Siren, L.L.C. 0.03% New 12,500 $528K
Blackhawk Capital Partners, LLC 0.27% Reduce -29.2% 12,467 $526K
Banco Santander, S.A. 0.01% Add +81.9% 12,445 $525K
Koshinski Asset Management, Inc. 0.04% Reduce -9.0% 12,420 $524K
Ontario Teachers Pension Plan Board 0.01% Add +147.7% 12,393 $523K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -6.8% 12,352 $522K
Everpar Advisors LLC 0.28% Reduce -9.7% 12,343 $521K
United Bank 0.07% Reduce -96.0% 12,328 $520K
Acropolis Investment Management, LLC 0.03% Reduce -4.6% 12,280 $518K
City Center Advisors, LLC 0.61% Add +1.2% 12,276 $518K
Ullmann Wealth Partners Group, LLC 0.07% No change 12,213 $516K
Cornell Pochily Investment Advisors, Inc. 0.18% Reduce -6.9% 12,197 $515K
Sage Investment Counsel LLC 0.64% Add +0.1% 12,032 $508K
Gifford Fong Associates 0.13% No change 12,000 $507K
Graypoint LLC 0.03% Add +0.6% 12,005 $507K
Park Place Capital Corp 0.14% Add +4.6% 11,973 $506K
Boyd Watterson Asset Management LLC 0.16% No change 11,973 $506K
Laffer Tengler Investments, Inc. 0.13% Reduce -65.4% 11,919 $503K
Cherry Tree Wealth Management, LLC 0.12% Reduce -16.2% 11,866 $501K
Modera Wealth Management, LLC 0.01% Reduce -1.1% 11,817 $499K
SeaCrest Wealth Management, LLC 0.06% Reduce -3.3% 11,775 $497K
Penobscot Investment Management Company, Inc. 0.05% Add +0.2% 11,772 $497K
Ignite Planners, LLC 0.10% Add +11.6% 12,252 $496K
VeraBank, N.A. 0.14% Reduce -6.4% 11,717 $495K
Lombard Odier Asset Management (Switzerland) SA 0.03% No change 11,695 $494K
Bremer Bank National Association 0.09% Add +25.1% 11,674 $493K
Checchi Capital Advisers, LLC 0.03% Add +8.9% 11,630 $491K
WESPAC Advisors, LLC 0.40% New 11,517 $486K
Berger Financial Group, Inc 0.03% Reduce -0.6% 11,439 $483K
Atlas Brown,Inc. 0.17% Reduce -7.1% 11,429 $483K
Greenfield Savings Bank 0.24% Reduce -13.3% 11,415 $482K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -0.0% 11,392 $481K
SCS Capital Management LLC 0.01% New 11,255 $481K
CHICAGO TRUST Co NA 0.09% Reduce -13.7% 11,316 $478K
Whittier Trust Co. 0.01% Add +1.2% 11,293 $477K
Aventura Private Wealth, LLC 0.25% Reduce -1.8% 11,242 $475K
Mitchell Sinkler & Starr 0.13% Reduce -1.0% 11,239 $475K
111 Capital 0.09% New 11,196 $473K
Rothschild Investment LLC 0.03% Reduce -0.6% 11,160 $471K
Western Financial Corp 0.27% Add +8.7% 11,147 $471K
Postrock Partners LLC 0.23% No change 11,125 $470K
Sylvest Advisors, LLC 0.29% Add +3.0% 11,120 $469K
DF Dent & Co. Inc. 0.01% Reduce -27.5% 11,070 $467K
Everhart Financial Group, Inc. 0.06% Add +3.2% 10,992 $464K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 10,985 $464K
AGH Wealth Advisors, LLC 0.45% Add +0.6% 10,977 $463K
Simon Quick Advisors, LLC 0.03% Add +81.0% 10,962 $463K
Smart Portfolios, LLC 0.50% Reduce -0.2% 10,878 $459K
Wrapmanager Inc. 0.12% Reduce -18.0% 10,854 $458K
Eagle Rock Investment Company, LLC 0.08% Add +1.6% 10,818 $457K
Carlson Capital, L.P. 0.25% Reduce -63.3% 10,800 $456K
Matisse Capital 0.24% No change 10,783 $455K
Accretive Wealth Partners, LLC 0.16% New 11,100 $455K
Defined Wealth Management, LLC 0.30% Reduce -0.3% 10,725 $453K
White Pine Capital LLC 0.16% Reduce -0.8% 10,724 $453K
Phillips Wealth Planners LLC 0.48% Add +1.4% 11,958 $453K
Future Financial Wealth Managment LLC 0.33% No change 10,694 $452K
First Bancorp, Inc 0.29% Reduce -2.0% 10,681 $451K
Institute for Wealth Management, LLC. 0.06% Reduce -0.4% 10,662 $450K
Parr McKnight Wealth Management Group, LLC 0.06% No change 10,655 $450K
Essex Financial Services, Inc. 0.03% Reduce -9.6% 10,576 $447K
Chase Investment Counsel Corp. 0.16% Reduce -0.3% 10,571 $446K
Sage Capital Advisors,llc 0.12% No change 10,559 $446K
Accurate Wealth Management, LLC 0.09% Add +18.5% 11,771 $446K
Axxcess Wealth Management, LLC 0.01% Reduce -16.4% 10,527 $444K
Elevation Point Wealth Partners, LLC 0.04% Reduce -5.6% 10,519 $444K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -11.9% 10,409 $444K
Creegan & Nassoura Financial Group, LLC 0.30% Reduce -1.0% 10,500 $443K
Westpac Banking Corp. 0.03% Reduce -17.9% 10,499 $443K
Kingswood Wealth Advisors, LLC 0.04% Add +3.5% 10,495 $443K
Axq Capital, LP 0.18% Add +79.3% 10,440 $441K
Caldwell Sutter Capital, Inc. 0.21% Reduce -5.1% 10,433 $440K
Polymer Capital Management (US) LLC 0.13% New 10,396 $439K
Harvest Fund Management Co., Ltd 0.02% Add +4.7% 9,193 $437K
Excalibur Management Corp. 0.17% No change 10,329 $436K
NewEdge Wealth, LLC 0.01% Add +36.9% 10,227 $432K
International Private Wealth Advisors LLC 0.41% Add +12.5% 10,215 $431K
IHT Wealth Management, LLC 0.01% Reduce -1.7% 10,210 $431K
Allianz SE 0.01% Add +155.0% 10,200 $431K
Trust Point Inc. 0.04% Reduce -5.7% 10,197 $431K
Texas Capital Bank Wealth Management Services Inc 0.04% New 10,138 $428K
Arcataur Capital Management LLC 0.15% Reduce -3.4% 10,128 $428K
Versor Investments LP 0.07% New 10,100 $426K
Ellevest, Inc. 0.03% Reduce -4.9% 9,992 $422K
Chronos Wealth Management, LLC 0.23% No change 9,970 $421K
Meridian Wealth Management, LLC 0.02% Add +0.8% 9,959 $420K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.3% 9,941 $420K
Kiker Wealth Management, LLC 0.29% Reduce -6.7% 9,927 $419K
Code Waechter LLC 0.34% New 9,918 $419K
City State Bank 0.14% Add +3.1% 9,876 $417K
Wynn Capital, LLC 0.25% New 9,830 $415K
RDA Financial Network 0.12% Reduce -5.2% 9,815 $414K
Marcum Wealth, LLC 0.04% Reduce -8.1% 9,812 $414K
PFG Investments, LLC 0.03% Add +2.4% 9,794 $414K
Clark Capital Management Group, Inc. 0.00% Reduce -6.0% 9,752 $412K
Secure Asset Management, LLC 0.08% Add +2.5% 9,747 $412K
Shelton Capital Management 0.01% No change 9,740 $411K
Conning Inc. 0.02% Reduce -2.1% 9,694 $409K
Oxford Asset Management LLP 0.19% Reduce -73.3% 9,665 $408K
Beck Mack & Oliver LLC 0.01% No change 9,653 $408K
Chicago Capital, LLC 0.01% Reduce -7.7% 9,635 $407K
VestGen Advisors, LLC 0.02% — 9,604 $405K
Courier Capital LLC 0.03% No change 9,587 $405K
Farringdon Capital, Ltd. 0.20% New 9,586 $405K
Mraz, Amerine & Associates, Inc. 0.07% No change 9,550 $404K
Pallas Capital Advisors LLC 0.02% Reduce -15.9% 9,556 $403K
Chilton Investment Co. Inc. 0.01% Reduce -5.0% 9,544 $403K
Center for Financial Planning, Inc. 0.05% Add +5.1% 9,493 $401K
Cape Cod Five Cents Savings Bank 0.04% No change 8,724 $399K
Duncker Streett & Co. Inc. 0.08% Reduce -0.2% 9,422 $398K
Ti-Trust, Inc. 0.26% Reduce -2.7% 9,410 $397K
Forza Wealth Management, LLC 0.18% No change 9,390 $396K
Moss Adams Wealth Advisors LLC 0.04% Add +7.3% 9,272 $396K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +57.5% 9,158 $396K
Sompo Asset Management Co., Ltd. 0.07% Add +5.7% 9,330 $394K
Dynasty Wealth Management, LLC 0.01% Add +3.3% 9,304 $393K
MBM Wealth Consultants, LLC 0.12% Add +12.9% 9,181 $392K
Blue Trust, Inc. 0.01% Reduce -9.5% 9,268 $391K
2UniFi Bank 0.25% Reduce -0.5% 8,343 $391K
Rwa Wealth Partners, LLC 0.00% Reduce -1.2% 9,261 $391K
Syon Capital LLC 0.03% New 9,192 $388K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.7% 9,178 $387K
ICONIQ Capital, LLC 0.01% Add +4.2% 9,074 $383K
Asahi Life Asset Management Co., LTD. 0.25% New 9,070 $383K
McAdam, LLC 0.02% Add +4.9% 9,055 $382K
Clearstead Advisors, LLC 0.01% Reduce -1.8% 9,050 $382K
Valmark Advisers, Inc. 0.01% Reduce -2.2% 9,029 $381K
Barr E S & Co. 0.02% Reduce -1.6% 9,018 $381K
Integrated Quantitative Investments LLC 0.19% New 9,000 $380K
Romano Brothers and Company 0.05% No change 8,991 $380K
Marco Investment Management LLC 0.04% No change 8,970 $379K
Hiley Hunt Wealth Management 0.21% Reduce -11.8% 9,009 $376K
Paulson Wealth Management Inc. 0.11% Add +1.0% 8,911 $376K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.3% 8,896 $375K
Idaho Trust Co 0.15% New 8,883 $375K
Freedom Financial Partners LLC 0.17% New 8,862 $374K
Clifford Swan Investment Counsel LLC 0.01% Add +0.2% 8,850 $374K
Hendershot Investments Inc. 0.05% No change 8,816 $372K
One Capital Management, LLC 0.01% Add +99.9% 8,799 $371K
Mather Group, Llc. 0.00% Reduce -19.8% 8,789 $371K
Advisors Management Group Inc. 0.08% Reduce -1.7% 8,763 $370K
HRC Wealth Management, LLC 0.23% Add +0.7% 8,706 $368K
Alliance Wealth Advisors, LLC 0.10% Add +6.7% 8,659 $366K
Brown Miller Wealth Management, LLC 0.13% New 8,631 $364K
Severin Investments, LLC 0.36% Add +10.4% 8,616 $364K
New Hampshire Trust 0.08% Reduce -9.9% 8,613 $364K
Earned Wealth Advisors, LLC 0.08% Add +5.1% 8,604 $363K
Ameriflex Group, Inc. 0.15% No change 8,594 $363K
New Century Financial Group, LLC 0.42% Add +3.2% 8,546 $361K
Bolthouse Investments, LLC 0.38% No change 8,525 $360K
Trilogy Capital Inc. 0.02% Add +1.1% 8,524 $360K
SkyView Investment Advisors, LLC 0.05% New 8,496 $359K
Belpointe Asset Management LLC 0.02% Add +7.2% 8,462 $357K
AdvisorNet Financial, Inc 0.03% Reduce -20.4% 8,419 $355K
MCF Advisors LLC 0.03% Add +68.5% 8,335 $355K
Eagle Harbor Asset Management Inc. 0.36% Add +12.8% 8,410 $355K
Hall Laurie J Trustee 0.13% No change 8,405 $355K
Laurel Wealth Advisors LLC 0.06% No change 8,393 $354K
Kathmere Capital Management, LLC 0.03% Reduce -10.0% 8,350 $353K
CI Investments Inc. 0.00% Reduce -6.0% 8,344 $352K
Sterling Investment Counsel, LLC 0.12% Add +5.0% 8,317 $351K
Alerus Financial NA 0.03% Reduce -18.3% 8,310 $351K
Hummer Financial Advisory Services Inc 0.28% Add +3.8% 8,212 $351K
Kellett Wealth Advisors, LLC 0.24% Add +0.2% 8,308 $351K
Oxford Financial Group, LTD. LLC 0.02% Reduce -2.6% 8,204 $346K
XTX Topco Ltd 0.02% New 8,203 $346K
Bison Wealth, LLC 0.03% New 8,583 $346K
SS&H Financial Advisors, Inc. 0.13% No change 8,186 $346K
Aaron Wealth Advisors LLC 0.04% Add +3.3% 8,190 $346K
Fiduciary Financial Group, LLC 0.08% Reduce -0.6% 9,278 $346K
PDS Planning, Inc 0.03% Add +11.6% 8,182 $345K
Aegis Wealth Management LLC 0.20% Reduce -0.5% 8,173 $345K
Continuum Advisory, LLC 0.04% Add +9.0% 8,171 $345K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +2.8% 8,168 $345K
Choate Investment Advisors 0.01% Add +3.5% 8,156 $344K
Oarsman Capital, Inc. 0.06% Reduce -2.7% 8,134 $343K
Integral Investment Advisors, Inc. 0.11% No change 8,080 $341K
Burt Wealth Advisors 0.09% No change 8,080 $341K
Bestgate Wealth Advisors, LLC 0.70% Add +3.3% 8,031 $339K
Alpha Family Trust 0.20% Add +35.4% 8,025 $339K
Kessler Investment Group, LLC 0.17% No change 8,009 $338K
Core Wealth Partners LLC 0.20% No change 8,000 $338K
Adero Partners, LLC 0.02% Add +1.4% 7,992 $337K
Archford Capital Strategies, LLC 0.05% Add +11.4% 7,978 $337K
Petros Family Wealth, LLC 0.37% Reduce -2.7% 7,976 $337K
Perpetual Ltd 0.00% Reduce -0.3% 7,971 $337K
LBMC Investment Advisors, LLC 0.03% Add +0.3% 7,950 $336K
Liberty Wealth Management LLC 0.06% Reduce -7.3% 7,888 $333K
Rise Advisors, LLC 0.15% Reduce -13.8% 7,880 $333K
Capital Investment Advisors, LLC 0.01% Add +10.1% 7,871 $332K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 7,863 $332K
Venturi Wealth Management, LLC 0.02% Reduce -0.7% 7,854 $332K
Dodds Wealth, LLC 0.11% No change 7,815 $330K
AlphaQuest LLC 0.04% Reduce -45.5% 7,785 $329K
Headlands Technologies LLC 0.04% New 7,770 $328K
Dynamic Advisor Solutions LLC 0.01% New 7,755 $327K
Paladin Advisory Group, LLC 0.26% No change 7,740 $327K
Advisory Alpha, LLC 0.01% Add +11.1% 7,720 $326K
Fairfield, Bush & Co. 0.21% Reduce -2.5% 7,716 $326K
XY Capital Ltd 0.21% Reduce -7.4% 7,705 $325K
Creekside Partners 0.17% No change 7,702 $325K
FSB Premier Wealth Management, Inc. 0.13% Add +1.6% 7,647 $323K
Alta Advisers Ltd 0.14% Add +51.6% 7,640 $323K
Whipplewood Advisors, LLC 0.19% Reduce -3.2% 7,314 $320K
44 Wealth Management LLC 0.12% Add +4.8% 7,580 $320K
Mosaic Family Wealth Partners, LLC 0.05% Reduce -1.8% 7,556 $319K
Quotient Wealth Partners, LLC 0.01% Reduce -2.8% 7,552 $319K
Morningstar Investment Services LLC 0.06% Reduce -44.5% 7,535 $318K
Pure Financial Advisors, LLC 0.01% Add +7.7% 7,528 $318K
Lynx Investment Advisory 0.21% Reduce -26.7% 7,527 $318K
Allegheny Financial Group 0.08% Reduce -2.8% 7,516 $317K
Sanders Morris Harris LLC 0.05% No change 7,560 $316K
Greater Midwest Financial Group, LLC 0.22% Reduce -4.4% 7,474 $316K
Country Club Bank 0.02% Reduce -1.3% 7,440 $314K
MBB Public Markets I LLC 0.04% New 7,397 $312K
Sigma Planning Corp 0.01% Reduce -2.3% 7,359 $311K
FDx Advisors, Inc. 0.10% Reduce -1.9% 7,351 $310K
Landaas & Co. /Wi 0.09% Add +0.5% 7,331 $310K
Fenimore Asset Management Inc 0.01% No change 7,332 $310K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -0.5% 6,437 $308K
DHJJ Financial Advisors, Ltd. 0.12% No change 7,292 $308K
Capstone Investment Advisors, LLC 0.00% Reduce -55.9% 7,285 $308K
First Interstate Bank 0.02% Reduce -10.4% 7,279 $307K
Wedgewood Investors Inc. 0.36% No change 7,278 $307K
Rehmann Capital Advisory Group 0.02% Add +0.8% 7,277 $307K
Keel Point, LLC 0.02% Add +18.8% 7,217 $305K
Cambridge Advisors Inc. 0.07% No change 7,216 $305K
Laraway Financial Advisors Inc 0.24% No change 7,198 $304K
Delta Asset Management LLC 0.03% Reduce -2.3% 7,187 $303K
JNBA Financial Advisors 0.03% No change 7,174 $303K
Capital City Trust Co. 0.08% Reduce -21.1% 7,164 $302K
BSW Wealth Partners 0.05% Reduce -3.3% 7,160 $302K
Accent Capital Management, LLC 0.17% Add +17.7% 7,062 $302K
Fiduciary Alliance LLC 0.03% Add +15.4% 7,142 $302K
Impact Investors, Inc 0.23% No change 7,133 $301K
Ellenbecker Investment Group 0.05% Add +0.4% 7,106 $300K
Woodward Diversified Capital, LLC 0.21% Add +4.3% 7,099 $300K
Summit X, LLC 0.06% Add +0.1% 7,092 $299K
HM Payson & Co. 0.01% Add +224.4% 7,078 $299K
Gradient Investments LLC 0.01% Add +48.3% 7,049 $298K
Nvest Financial, LLC 0.16% No change 7,034 $297K
Catalyst Financial Partners LLC 0.05% Reduce -6.3% 7,013 $296K
Western Pacific Wealth Management, LP 0.27% No change 7,007 $296K
Sovran Advisors, LLC 0.04% Add +2.8% 7,742 $296K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +2.2% 6,990 $295K
Avestar Capital, LLC 0.03% Reduce -19.8% 6,964 $294K
Peak Asset Management, LLC 0.06% No change 6,959 $294K
Accel Wealth Management 0.11% Add +0.6% 6,953 $294K
Lindbrook Capital, LLC 0.03% Add +3.9% 6,928 $293K
Prelude Capital Management, LLC 0.03% Add +23.0% 6,878 $290K
Nicolet Advisory Services, LLC 0.03% Reduce -38.4% 7,785 $290K
Canandaigua National Bank & Trust Co. 0.03% Reduce -14.2% 6,865 $290K
Brooklyn Investment Group 0.06% Add +31.8% 6,857 $290K
Central Bank & Trust Co. 0.05% No change 6,851 $289K
Ameliora Wealth Management Ltd. 0.11% No change 6,840 $289K
First Merchants Corp. 0.01% New 6,829 $288K
Great Lakes Advisors, LLC 0.00% Reduce -4.6% 6,809 $287K
Horan Securities, Inc. 0.11% Reduce -0.1% 6,797 $287K
Crestwood Advisors Group, LLC 0.01% Add +10.6% 6,784 $286K
Hoxton Planning & Management, LLC 0.11% Reduce -1.4% 6,773 $286K
NTV Asset Management LLC 0.04% Add +1.2% 6,773 $286K
Old Port Advisors 0.08% Reduce -12.1% 6,757 $285K
Wealthspire Retirement, LLC 0.02% Add +1.6% 6,735 $284K
New Covenant Trust Company, N.A. 0.30% Reduce -4.0% 6,699 $283K
Joel Isaacson & Co., LLC 0.01% Add +19.1% 6,698 $283K
PFG Advisors 0.02% Add +26.2% 6,697 $283K
Gibbs Wealth Management 0.07% Add +10.1% 6,683 $282K
DiNuzzo Private Wealth, Inc. 0.04% Add +0.0% 6,679 $282K
Baron Wealth Management LLC 0.12% Reduce -16.3% 6,674 $282K
Pekin Hardy Strauss, Inc. 0.03% Add +0.1% 6,674 $282K
Advisor OS, LLC 0.03% Add +4.3% 6,660 $281K
TCI Wealth Advisors, Inc. 0.02% Add +13.5% 6,636 $280K
Riverwater Partners LLC 0.14% No change 6,635 $280K
Hickory Point Bank & Trust 0.25% Reduce -11.1% 6,615 $279K
Charter Research & Investment Group, Inc. 0.21% No change 6,612 $279K
AA Financial Advisors, LLC 0.07% New 6,603 $279K
Avior Wealth Management, LLC 0.01% Reduce -26.6% 6,599 $279K
Kavar Capital Partners Group, LLC 0.05% Add +27.8% 6,590 $278K
Potentia Wealth 0.13% No change 6,563 $277K
Impact Capital Partners LLC 0.10% Reduce -6.1% 6,562 $277K
L2 Asset Management, LLC 0.06% Add +10.2% 6,557 $277K
Brookwood Investment Group LLC 0.05% — 6,545 $276K
Values Added Financial LLC 0.15% Reduce -6.2% 6,536 $276K
Diversify Wealth Management, LLC 0.02% Reduce -7.6% 6,806 $276K
Concorde Asset Management, LLC 0.15% Reduce -0.0% 7,012 $276K
Headinvest, LLC 0.05% No change 6,501 $274K
Genesis Private Wealth, LLC 0.15% Reduce -12.0% 6,497 $274K
Boltwood Capital Management 0.08% Reduce -1.3% 6,490 $274K
Brand Asset Management Group, Inc. 0.11% Add +54.0% 6,484 $274K
Beverly Hills Private Wealth, LLC 0.05% Reduce -1.1% 6,481 $274K
Voya Financial Advisors, Inc. 0.03% Reduce -7.5% 6,459 $273K
Encompass More Asset Management 0.08% Reduce -1.4% 6,432 $272K
Austin Private Wealth, LLC 0.02% Add +18.5% 6,424 $271K
Peoples Financial Services Corp. 0.13% Reduce -3.0% 6,410 $271K
Journey Strategic Wealth LLC 0.01% Add +2.3% 6,384 $270K
Barlow Wealth Partners, LLC 0.04% No change 6,736 $269K
Sebold Capital Management, Inc. 0.18% Add +7.1% 6,335 $267K
IVC Wealth Advisors LLC 0.14% Add +15.2% 6,327 $267K
Atlantic Union Bankshares Corp 0.02% Reduce -0.4% 6,317 $267K
Epiq Partners, LLC 0.15% No change 6,313 $267K
Atlantic Family Wealth, LLC 0.25% Add +4.2% 6,312 $266K
Community Bank & Trust, Waco, Texas 0.06% No change 6,301 $266K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -1.5% 6,270 $265K
Ballast, Inc. 0.07% Reduce -24.6% 6,282 $265K
NorthCrest Asset Manangement, LLC 0.01% Reduce -7.0% 6,267 $265K
Alteri Wealth LLC 0.12% Reduce -16.5% 6,246 $264K
Linscomb Wealth, Inc. 0.01% Reduce -0.1% 6,243 $264K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Add +2.1% 6,191 $261K
Level Four Advisory Services, LLC 0.01% Reduce -1.8% 6,167 $260K
Community Trust & Investment Co. 0.02% Reduce -1.4% 6,163 $260K
Graves Light Lenhart Wealth, Inc. 0.03% No change 6,155 $260K
First Heartland Consultants, Inc. 0.03% Reduce -2.8% 6,143 $259K
Gladstone Institutional Advisory LLC 0.01% Reduce -13.7% 6,121 $258K
Lincoln Capital LLC 0.05% No change 6,620 $258K
Sculati Wealth Management, LLC 0.10% No change 6,113 $258K
Trifecta Capital Advisors, LLC 0.05% Reduce -6.4% 6,108 $258K
Virtue Capital Management, LLC 0.03% Add +1.9% 6,120 $257K
Talon Private Wealth, LLC 0.03% New 6,093 $257K
Transamerica Financial Advisors, LLC 0.03% Reduce -1.3% 6,081 $257K
TruNorth Capital Management, LLC 0.06% New 6,084 $257K
Quarry LP 0.07% Add +351.4% 6,058 $256K
Crawford Investment Counsel Inc. 0.00% Add +8.7% 6,047 $255K
Strategic Family Wealth Counselors, L.L.C. 0.08% Add +0.2% 6,028 $255K
Investment House LLC 0.01% Reduce -1.6% 6,025 $254K
SevenBridge Financial Group, LLC 0.05% Reduce -25.0% 5,777 $254K
Fortress Private Ledger, LLC 0.14% Add +33.1% 6,011 $254K
Knollwood Investment Advisory, LLC 0.03% No change 6,001 $253K
Promus Capital, LLC 0.19% No change 6,000 $253K
Freestone Capital Holdings, LLC 0.01% Reduce -7.2% 5,998 $253K
Koss-Olinger Consulting, LLC 0.02% Reduce -86.3% 5,986 $253K
TBH Global Asset Management, LLC 0.05% Add +0.2% 5,963 $252K
Jeppson Wealth Management, LLC 0.09% Reduce -1.7% 5,949 $251K
Asset Dedication, LLC 0.02% Reduce -13.7% 5,918 $250K
Michael A. Dubis Financial Planning, LLC 0.24% No change 5,909 $249K
D'Orazio & Associates, Inc. 0.04% Reduce -9.6% 5,881 $248K
Intrinsic Value Partners, LLC 0.24% Reduce -2.7% 5,864 $248K
Clearstead Trust, LLC 0.05% Reduce -3.8% 5,802 $245K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -4.4% 5,779 $244K
Venture Visionary Partners LLC 0.01% Reduce -0.2% 5,770 $244K
German American Bancorp, Inc. 0.03% No change 5,768 $244K
Horst & Graben Wealth Management LLC 0.04% Add +1.8% 5,763 $243K
JT Stratford LLC 0.04% Reduce -0.6% 5,756 $243K
EverSource Wealth Advisors, LLC 0.01% Reduce -22.0% 5,709 $241K
Riverview Trust Co 0.24% Reduce -0.8% 5,704 $241K
Aberdeen Wealth Management LLC 0.17% Reduce -5.9% 5,700 $241K
Ransom Advisory, Ltd 0.12% Add +1.8% 5,690 $240K
Foster Group, Inc. 0.01% Add +1.5% 5,688 $240K
Capital Investment Advisory Services, LLC 0.02% Reduce -6.7% 5,665 $239K
St Germain D J Co. Inc. 0.01% Add +9.3% 5,657 $239K
Meridian Financial Advisors, LLC 0.17% Add +0.2% 5,645 $238K
Insigneo Advisory Services, LLC 0.02% Reduce -47.4% 5,643 $238K
Aprio Wealth Management, LLC 0.03% Reduce -11.4% 5,642 $238K
Bond & Devick Financial Network, Inc. 0.09% Add +20.8% 5,624 $237K
Versant Capital Management, Inc 0.04% Add +361.6% 5,618 $237K
Liberty Capital Management, Inc. 0.05% Add +0.8% 5,609 $237K
Walker Asset Management, LLC 0.14% Add +0.3% 5,603 $237K
Madison Wealth Partners, Inc 0.06% Add +0.2% 5,590 $236K
Capital Asset Advisory Services LLC 0.01% Reduce -9.1% 5,469 $235K
Red Door Wealth Management, LLC 0.03% Add +3.9% 5,570 $235K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% No change 5,566 $235K
Soltis Investment Advisors LLC 0.02% Reduce -24.0% 5,561 $235K
Bingham Private Wealth, LLC 0.24% Add +13.3% 5,551 $234K
Blueshift Asset Management, LLC 0.09% New 5,537 $234K
Bragg Financial Advisors, Inc 0.01% Reduce -12.1% 5,453 $230K
Byrne Asset Management LLC 0.20% Reduce -2.9% 5,445 $230K
Schechter Investment Advisors, LLC 0.02% Reduce -8.4% 5,444 $230K
Keb Asset Management, LLC 0.07% Reduce -1.4% 5,441 $230K
FSA Wealth Management LLC 0.10% No change 5,428 $229K
Wealthedge Investment Advisors, LLC 0.10% Reduce -2.9% 5,424 $229K
Moseley Investment Management Inc. 0.09% Reduce -7.0% 5,413 $229K
Wright Investors Service Inc. 0.08% Reduce -9.2% 5,404 $228K
MQS Management LLC 0.13% New 5,400 $228K
High Note Wealth, LLC 0.06% Add +76.3% 5,387 $227K
Red Wave Investments LLC 0.08% No change 5,384 $227K
Truepoint, Inc. 0.01% Reduce -0.5% 5,360 $226K
Aveo Capital Partners, LLC 0.04% Reduce -34.2% 5,473 $226K
Shulman DeMeo Asset Management LLC 0.06% Reduce -1.0% 5,346 $226K
Viking Fund Management LLC 0.03% No change 5,340 $225K
Security National Bank 0.04% No change 5,335 $225K
West Family Investments, Inc. 0.08% Reduce -14.6% 5,327 $225K
Affinity Investment Advisors, LLC 0.18% Reduce -7.1% 5,319 $225K
Sheets Smith Wealth Management 0.03% Reduce -7.7% 5,303 $224K
Great Waters Wealth Management 0.03% Reduce -45.1% 5,286 $223K
Wealth Preservation Advisors, LLC 0.16% — 5,280 $223K
Bogart Wealth, LLC 0.01% Add +1.5% 5,274 $223K
Provenance Wealth Advisors, LLC 0.03% Reduce -47.4% 5,224 $221K
RiverFront Investment Group, LLC 0.00% New 5,216 $220K
Priebe Wealth Holdings LLC 0.14% Add +2.5% 5,203 $220K
KRS Capital Management, LLC 0.17% New 5,199 $219K
Richmond Investment Services, LLC 0.12% Add +0.1% 5,194 $219K
Berkshire Asset Management LLC 0.01% Reduce -49.5% 5,185 $218K
Financial Partners Group, LLC 0.09% Reduce -15.5% 5,165 $218K
Spinnaker Trust 0.01% No change 5,165 $218K
Quest Investment Management LLC 0.03% No change 5,157 $218K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +2.6% 5,131 $217K
First Citizens Financial Corp 0.12% No change 5,123 $216K
Dillon & Associates Inc. 0.03% No change 5,150 $216K
Oxinas Partners, LLC 0.13% Reduce -1.9% 5,100 $215K
Strategic Blueprint, LLC 0.01% Add +10.3% 5,084 $215K
PharVision Advisers, LLC 0.30% New 5,083 $215K
Tyche Wealth Partners LLC 0.05% Reduce -5.8% 5,081 $215K
Focused Wealth Management, Inc 0.03% Reduce -4.7% 5,073 $214K
VanWeelden Wealth Management, LLC 0.19% No change 5,065 $214K
Element Wealth, LLC 0.11% Add +0.3% 5,061 $214K
One Wealth Capital Management, LLC 0.11% Add +1.4% 5,049 $213K
Symmetry Partners, LLC 0.03% Add +0.5% 5,027 $212K
Encompass Wealth Advisors, LLC 0.09% Reduce -2.4% 5,023 $212K
Hyperion Capital Advisors LP 0.11% No change 5,000 $211K
McRae Capital Management Inc. 0.04% No change 5,000 $211K
Pine Valley Investments Ltd Liability Co 0.01% No change 4,999 $211K
Boston Family Office LLC 0.01% No change 4,995 $211K
GeoWealth Management, LLC 0.01% Add +16.9% 4,981 $210K
Richardson Financial Services Inc. 0.16% Reduce -0.6% 4,961 $209K
Tucker Asset Management LLC 0.07% Reduce -22.8% 4,926 $208K
New Wave Wealth Advisors LLC 0.09% Reduce -19.5% 4,908 $207K
Empower Advisory Group, LLC 0.00% Reduce -4.2% 4,901 $207K
N.E.W. Advisory Services LLC 0.02% New 4,894 $207K
Evoke Wealth, LLC 0.01% Reduce -5.2% 4,835 $207K
SIH Partners, LLLP 0.02% New 4,887 $206K
Waldron Private Wealth LLC 0.01% Reduce -65.0% 4,825 $206K
Rossmore Private Capital 0.03% Add +0.1% 4,878 $206K
Baldwin Wealth Partners LLC 0.01% Reduce -53.8% 4,866 $205K
Diversify Advisory Services, LLC 0.01% Reduce -70.3% 5,070 $205K
Simplicity Wealth,LLC 0.02% New 4,863 $205K
Marietta Investment Partners LLC 0.05% No change 4,861 $205K
Kure Advisory, LLC 0.15% — 4,859 $205K
Sippican Capital Advisors 0.15% No change 4,857 $205K
Hexagon Capital Partners LLC 0.04% Add +0.6% 4,818 $203K
Uncommon Cents Investing LLC 0.06% No change 4,817 $203K
Nautilus Advisors LLC 0.17% No change 4,805 $203K
Empire Financial Management Company, LLC 0.06% Add +2.1% 4,804 $203K
Relyea Zuckerberg Hanson LLC 0.03% Add +8.9% 4,801 $203K
Grey Ledge Advisors, LLC 0.05% Add +3.9% 4,800 $203K
Northern Financial Advisors Inc 0.17% Reduce -6.4% 4,792 $202K
Beacon Financial Group 0.02% Reduce -21.4% 4,774 $202K
Clarius Group, LLC 0.01% Reduce -1.6% 4,755 $201K
Octavia Wealth Advisors, LLC 0.02% Reduce -0.4% 4,690 $200K
LRI Investments, LLC 0.02% Reduce -36.6% 4,735 $200K
Evelyn Partners Investment Management LLP 0.01% No change 4,720 $199K
Mechanics Financial Corp 0.09% Reduce -1.1% 4,566 $193K
CVA Family Office, LLC 0.03% Reduce -2.5% 4,550 $192K
Arax Advisory Partners 0.01% Reduce -3.7% 4,518 $191K
Wayfinding Financial, LLC 0.08% Reduce -8.8% 4,468 $190K
Cromwell Holdings LLC 0.12% No change 4,424 $189K
City Holding Co. 0.03% Add +0.3% 4,425 $187K
Sentry Investment Management LLC 0.13% New 5,021 $185K
Creative Capital Management Investments LLC 0.07% Reduce -0.1% 4,361 $184K
American Capital Advisory, LLC 0.10% Reduce -13.1% 4,179 $176K
Indiana Trust & Investment Management Co 0.06% No change 4,024 $170K
Acadian Asset Management LLC 0.00% Reduce -94.8% 3,980 $168K
von Borstel & Associates, Inc. 0.05% New 3,772 $161K
West Financial Advisors, LLC 0.03% Reduce -13.9% 3,725 $157K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -12.0% 3,670 $155K
Vermillion Wealth Management, Inc. 0.05% Add +0.4% 3,667 $155K
Marshall Investment Management, LLC 0.09% No change 3,611 $152K
Deseret Mutual Benefit Administrators 0.07% No change 3,527 $149K
Bank & Trust Co 0.12% Add +885.6% 3,499 $148K
Washington Trust Advisors, Inc. 0.01% Reduce -8.8% 3,418 $144K
Lazard Asset Management LLC 0.00% Add +5801.7% 3,423 $144K
MJT & Associates Financial Advisory Group, Inc. 0.14% — 3,406 $144K
Hopwood Financial Services, Inc. 0.11% Reduce -4.2% 3,321 $140K
Ossiam 0.00% New 3,295 $139K
Caldwell Trust Co 0.01% Reduce -5.8% 3,257 $138K
Anchor Investment Management, LLC 0.01% No change 3,200 $135K
Crews Bank & Trust 0.02% Add +8.5% 3,156 $133K
Northwest Capital Management Inc 0.05% No change 3,124 $132K
Cypress Capital Management LLC (WY) 0.16% No change 3,102 $131K
Optimum Investment Advisors 0.06% Reduce -1.2% 3,037 $128K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -67.0% 3,004 $127K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -39.4% 2,948 $124K
Loomis Sayles & Co. L P 0.00% Add +76.1% 2,890 $122K
Colonial Trust Co / SC 0.02% Reduce -5.8% 2,867 $121K
Crowley Wealth Management, Inc. 0.11% Add +0.8% 2,848 $120K
Pittenger & Anderson Inc. 0.00% No change 2,825 $119K
Cohen & Steers, Inc. 0.00% Add +1628.4% 2,800 $118K
Sachetta, LLC 0.05% Reduce -0.8% 2,737 $116K
Capital Analysts, LLC 0.00% Reduce -2.1% 2,705 $114K
Bruce G. Allen Investments, LLC 0.09% Reduce -23.0% 2,622 $111K
VSM Wealth Advisory, LLC 0.04% Add +0.0% 2,618 $111K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,735 $108K
Bank of New Hampshire 0.03% Reduce -30.9% 2,524 $107K
Maj Invest Holding A/S 0.00% No change 2,500 $106K
Dakota Community Bank & Trust NA 0.51% No change 2,500 $106K
Medallion Wealth Advisors, LLC 0.05% Add +33.3% 2,523 $106K
Atlas Capital Advisors Inc. 0.01% No change 2,478 $105K
Hoese & Co LLP 0.09% No change 2,470 $104K
Olde Wealth Management, LLC 0.04% New 2,400 $102K
Cary Street Partners Investment Advisory LLC 0.06% Add +44.6% 2,368 $100K
Operose Advisors LLC 0.03% No change 2,307 $97K
WASHINGTON TRUST Co 0.00% Add +31.9% 2,286 $97K
Tompkins Financial Corp. 0.01% New 2,249 $95K
Kestra Investment Management, LLC 0.00% Add +367.6% 2,240 $95K
Golden State Wealth Management, LLC 0.01% Reduce -5.5% 2,218 $94K
Financially Speaking Inc 0.07% No change 2,208 $93K
Spire Wealth Management 0.00% Reduce -23.6% 2,144 $91K
Quent Capital, LLC 0.01% Add +1.1% 2,095 $88K
Proathlete Wealth Management LLC 0.03% New 2,066 $87K
Bellwether Advisors, LLC 0.02% No change 1,981 $84K
Adirondack Trust Co. 0.03% No change 1,922 $81K
Hemington Wealth Management 0.01% Add +8.4% 1,888 $79K
Pacific Center for Financial Services 0.02% No change 1,864 $79K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -40.4% 1,829 $78K
Gen-Wealth Partners Inc 0.03% Reduce -10.3% 1,839 $78K
Key Financial Inc 0.02% No change 1,835 $77K
Tradewinds Capital Management, LLC 0.02% No change 1,792 $76K
MilWealth Group LLC 0.02% No change 1,790 $76K
South Plains Financial, Inc. 0.06% No change 1,790 $76K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +0.1% 1,777 $75K
West Oak Capital, LLC 0.04% No change 1,755 $74K
Covestor Ltd 0.05% Reduce -11.0% 1,740 $74K
First Command Advisory Services, Inc. 0.00% Reduce -6.6% 1,735 $73K
Marquette Asset Management, LLC 0.01% Reduce -0.1% 1,731 $73K
Capula Management Ltd 0.00% New 1,709 $72K
Game Plan Financial Advisors, LLC 0.04% No change 1,700 $72K
Sierra Ocean, LLC 0.06% Add +0.1% 1,682 $71K
Blue Bell Private Wealth Management, LLC 0.01% Add +13.5% 1,654 $70K
Peoples Bank 0.05% Reduce -5.7% 1,650 $70K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 1,600 $68K
Silvant Capital Management LLC 0.00% No change 1,575 $66K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,550 $65K
PrairieView Partners, LLC 0.01% Add +1.5% 1,527 $64K
Manitou Investment Management Ltd. 0.01% New 1,510 $64K
Truvestments Capital LLC 0.01% Add +434.6% 1,470 $62K
WPG Advisers, LLC 0.06% Reduce -51.1% 1,451 $61K
Ofi Invest Asset Management 0.00% Add +60.1% 1,491 $58K
Accredited Wealth Management, LLC 0.05% Reduce -6.9% 1,345 $57K
Rossby Financial, LCC 0.02% New 1,419 $57K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.3% 1,334 $56K
Cetera Trust Company, N.A 0.04% Reduce -8.7% 1,312 $55K
West Paces Advisors Inc. 0.01% Reduce -64.5% 1,287 $54K
Rosenberg Matthew Hamilton 0.01% Add +10.1% 1,279 $54K
Concord Wealth Partners 0.01% Reduce -10.3% 1,276 $54K
Beaird Harris Wealth Management, LLC 0.00% No change 1,270 $54K
Pinnacle Holdings, LLC 0.02% New 1,253 $53K
Avalon Trust Co 0.00% Add +10.0% 1,252 $53K
Citizens National Bank Trust Department 0.01% Add +180.2% 1,244 $53K
Fairscale Capital, LLC 0.05% No change 1,223 $52K
Ulland Investment Advisors, LLC 0.05% No change 1,242 $52K
CoreCap Advisors, LLC 0.00% Add +34.7% 1,218 $51K
Asset Planning,Inc 0.04% Add +0.9% 1,218 $51K
Bellevue Asset Management, LLC 0.03% No change 1,191 $50K
Transce3nd, LLC 0.02% Reduce -47.7% 1,188 $50K
Carolinas Wealth Consulting LLC 0.01% Reduce -52.7% 1,165 $49K
Kennebec Savings Bank 0.05% No change 1,159 $49K
Costello Asset Management, INC 0.02% Add +15.2% 1,152 $49K
Compass Financial Services Inc 0.03% Add +21.5% 1,147 $48K
eCIO, Inc. 0.02% — 1,114 $47K
Addison Advisors LLC 0.01% Reduce -3.5% 1,108 $47K
Blume Capital Management, Inc. 0.01% No change 1,102 $47K
Compass Wealth Management LLC 0.01% No change 1,100 $46K
Bell Investment Advisors, Inc 0.01% Add +0.2% 1,099 $46K
CNB Bank 0.02% Reduce -6.4% 1,083 $46K
Ridgewood Investments LLC 0.02% No change 1,080 $46K
Tortoise Investment Management, LLC 0.00% No change 1,066 $45K
Rialto Wealth Management, LLC 0.01% Add +52.6% 1,059 $45K
Opal Wealth Advisors, LLC 0.01% New 1,050 $44K
REAP Financial Group, LLC 0.01% Add +63.1% 1,047 $44K
Hanson & Doremus Investment Management 0.01% No change 1,050 $44K
Dagco, Inc. 0.01% New 1,036 $44K
Slocum, Gordon & Co LLP 0.03% No change 1,000 $42K
Olistico Wealth, LLC 0.03% No change 1,000 $42K
Kimelman & Baird, LLC 0.00% No change 1,000 $42K
Meeder Asset Management Inc. 0.00% Add +118.4% 987 $42K
Global Financial Private Client, LLC 0.02% Add +2.2% 966 $41K
Groupe la Francaise 0.00% New 941 $41K
DT Investment Partners, LLC 0.00% No change 953 $40K
Park Square Financial Group, LLC 0.03% No change 919 $39K
BOK Financial Private Wealth, Inc. 0.00% Add +543.6% 901 $38K
MorganRosel Wealth Management, LLC 0.01% New 887 $37K
Spectrum Wealth Counsel, LLC 0.00% No change 885 $37K
Legacy Wealth Managment, LLC 0.03% No change 882 $37K
Glen Eagle Advisors, LLC 0.01% No change 880 $37K
Main Street Group, LTD 0.02% Add +264.3% 856 $36K
First Financial Corp. 0.02% No change 854 $36K
Princeton Global Asset Management LLC 0.01% Reduce -26.1% 850 $36K
MV Capital Management, Inc. 0.00% Reduce -11.4% 843 $36K
Ogorek Anthony Joseph /NY/ 0.01% New 837 $35K
Sandy Spring Bank 0.00% Reduce -11.4% 821 $35K
Oakworth Capital, Inc. 0.00% No change 810 $34K
Evermay Wealth Management LLC 0.00% No change 800 $34K
Cedar Mountain Advisors, LLC 0.01% Add +4.3% 805 $34K
Stonebridge Financial Group, LLC 0.00% Add +29.5% 803 $34K
WFA Asset Management Corp 0.02% Add +9.1% 757 $34K
Rakuten Securities, Inc. 0.02% Add +1212.1% 761 $32K
Cornerstone Planning Group LLC 0.01% Add +118.0% 776 $31K
GW&K Investment Management, LLC 0.00% Add +4.3% 706 $30K
Alpine Bank Wealth Management 0.00% — 700 $30K
YANKCOM Partnership 0.02% Add +59.4% 698 $29K
Cape Investment Advisory, Inc. 0.01% Add +22.7% 691 $29K
Sound Income Strategies, LLC 0.00% Add +20.3% 683 $29K
Murphy & Mullick Capital Management Corp 0.03% Reduce -0.3% 659 $28K
Millstone Evans Group, LLC 0.02% No change 652 $28K
Westend Capital Management, LLC 0.01% New 633 $27K
Pension & Wealth Management Advisors, Inc. 0.01% No change 625 $26K
ORG Partners LLC 0.01% Add +51.8% 621 $26K
Saudi Central Bank 0.14% New 614 $26K
Bangor Savings Bank 0.00% Reduce -31.6% 604 $26K
Hollencrest Capital Management 0.00% Reduce -17.8% 601 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -7.7% 600 $25K
Webster Bank, N. A. 0.00% Reduce -46.0% 600 $25K
Frazier Financial Advisors, LLC 0.02% Reduce -6.7% 596 $25K
Christopher J. Hasenberg, Inc 0.01% No change 602 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 596 $25K
Financial Network Wealth Advisors LLC 0.03% New 568 $24K
Clarity Asset Management, Inc. 0.02% Add +1.1% 568 $24K
Picton Mahoney Asset Management 0.00% Reduce -11.9% 548 $23K
Winch Advisory Services, LLC 0.01% Add +0.9% 540 $23K
Plante Moran Financial Advisors, LLC 0.00% Reduce -2.7% 540 $23K
GPS Wealth Strategies Group, LLC 0.00% Add +0.8% 536 $23K
Gables Capital Management Inc. 0.01% No change 530 $22K
Gleason Group, Inc. 0.00% Add +1.0% 519 $22K
Fortitude Family Office, LLC 0.01% Reduce -61.6% 517 $22K
FSC Wealth Advisors, LLC 0.01% Add +1.0% 507 $21K
Hager Investment Management Services, LLC 0.01% No change 505 $21K
Thompson Investment Management, Inc. 0.00% No change 505 $21K
Canopy Partners, LLC 0.01% Add +6.8% 503 $21K
Heritage Wealth Advisors 0.00% Reduce -65.0% 500 $21K
Parvin Asset Management, LLC 0.02% No change 500 $21K
First United Bank & Trust 0.01% Reduce -12.3% 500 $21K
Archer Investment Corp 0.01% No change 479 $20K
Iron Horse Wealth Management, LLC 0.01% Add +112.4% 478 $20K
Abound Wealth Management 0.01% Reduce -27.1% 468 $20K
Financial Avengers, Inc. 0.01% Add +1.1% 458 $19K
Richard W. Paul & Associates, LLC 0.01% Reduce -1.9% 455 $19K
Clear Investment Research, LLC 0.03% No change 452 $19K
Gold Investment Management Ltd. 0.01% No change 450 $19K
Crewe Advisors LLC 0.00% No change 450 $19K
Retirement Wealth Solutions LLC 0.01% No change 434 $18K
S&T Bank 0.01% No change 430 $18K
First Pacific Financial 0.00% Add +39.7% 429 $18K
1620 Investment Advisors, Inc. 0.01% No change 421 $18K
NewSquare Capital LLC 0.00% Add +207.5% 412 $17K
Noble Wealth Management PBC 0.01% No change 407 $17K
Fairman Group, LLC 0.02% Reduce -2.0% 348 $17K
Beacon Capital Management, LLC 0.00% Add +71.3% 406 $17K
Union Savings Bank 0.01% No change 400 $17K
Aviso Financial Inc. 0.00% No change 400 $17K
Mascoma Wealth Management LLC 0.00% No change 378 $16K
Clark Wealth Partners 0.01% Reduce -26.8% 363 $15K
Albion Financial Group 0.00% Reduce -48.1% 361 $15K
Global Wealth Strategies & Associates 0.00% Reduce -41.5% 353 $15K
Trust Co 0.00% Add +12.1% 353 $15K
McIlrath & Eck, LLC 0.00% No change 338 $14K
Pingora Partners LLC 0.01% No change 335 $14K
Vision Financial Markets LLC 0.02% Add +112.8% 332 $14K
Syntax Research, Inc. 0.01% No change 326 $14K
Morton Brown Family Wealth, LLC 0.00% Add +0.9% 326 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.03% Reduce -11.6% 320 $14K
Stephens Consulting, LLC 0.00% Reduce -4.3% 311 $13K
Guardian Wealth Management, Inc. 0.01% Add +1.0% 309 $13K
Advantage Trust Co 0.01% No change 300 $13K
Barrett & Company, Inc. 0.01% No change 300 $13K
TD Capital Management LLC 0.00% New 298 $13K
Private Wealth Management Group, LLC 0.00% No change 286 $12K
New England Capital Financial Advisors LLC 0.01% Reduce -15.8% 272 $11K
Piscataqua Savings Bank 0.01% No change 269 $11K
Bayforest Capital Ltd 0.00% New 266 $11K
Coastline Trust Co 0.00% No change 265 $11K
Ruedi Wealth Management, Inc. 0.00% No change 264 $11K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 263 $11K
BankPlus Trust Department 0.00% No change 261 $11K
Halbert Hargrove Global Advisors, LLC 0.00% Add +14.1% 259 $11K
Highline Wealth Partners LLC 0.00% Reduce -19.5% 256 $11K
Binnacle Investments Inc 0.01% — 254 $11K
Prestige Wealth Management Group LLC 0.00% No change 250 $11K
Acima Private Wealth, LLC 0.00% No change 252 $11K
Chilton Capital Management LLC 0.00% Reduce -39.1% 248 $10K
Country Trust Bank 0.00% Add +1052.4% 242 $10K
PFS Partners, LLC 0.01% Add +1.3% 239 $10K
Valued Wealth Advisors LLC 0.01% Add +0.9% 234 $10K
CBIZ Investment Advisory Services, LLC 0.00% New 232 $10K
HHM Wealth Advisors, LLC 0.00% No change 232 $10K
Darwin Wealth Management, LLC 0.00% No change 203 $10K
Horrell Capital Management, Inc. 0.00% Add +1.3% 229 $10K
Nemes Rush Group LLC 0.00% No change 229 $10K
Eisler Capital Management Ltd. 0.00% Reduce -94.7% 223 $9K
Cheviot Value Management, LLC 0.00% New 225 $9K
Physician Wealth Advisors, Inc. 0.00% No change 217 $9K
Hazlett, Burt & Watson, Inc. 0.00% Add +1.5% 207 $9K
Avion Wealth 0.00% No change 205 $9K
Broadwater Capital Management LLC 0.01% No change 209 $9K
Pandora Wealth, Inc. 0.01% — 200 $8K
Decker Retirement Planning Inc. 0.01% New 200 $8K
Creekmur Asset Management LLC 0.00% No change 200 $8K
Anfield Capital Management, LLC 0.00% No change 194 $8K
Midwest Capital Advisors, LLC 0.01% No change 192 $8K
Brown, Lisle/Cummings, Inc. 0.00% Add +240.0% 187 $8K
Raffa Wealth Management, LLC 0.00% No change 182 $8K
Harbor Investment Advisory, LLC 0.00% No change 179 $8K
Salem Investment Counselors Inc. 0.00% Add +46.5% 170 $7K
Your Advocates Ltd., LLP 0.00% No change 165 $7K
Minot DeBlois Advisors LLC 0.01% No change 160 $7K
Investment Management Corp. /Va/ 0.01% Add +0.6% 160 $7K
Chesapeake Asset Management LLC 0.01% Add +6.8% 157 $7K
Fourth Dimension Wealth, LLC 0.00% No change 146 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 140 $6K
TFC Financial Management, Inc. 0.00% Add +35.9% 140 $6K
Dunhill Financial, LLC 0.00% Reduce -38.5% 139 $6K
IFS Advisors, LLC 0.00% No change 135 $6K
Armstrong Advisory Group, Inc. 0.00% No change 119 $6K
PFG Private Wealth Management, LLC 0.00% No change 131 $6K
Finley Financial, LLC 0.00% No change 132 $5K
Tsfg, LLC 0.00% Reduce -18.8% 130 $5K
Penserra Capital Management LLC 0.00% Reduce -96.9% 126 $5K
Pineridge Advisors LLC 0.00% Reduce -90.9% 117 $5K
Centennial Bank 0.00% No change 114 $5K
Dogwood Wealth Management LLC 0.00% New 107 $5K
Flaharty Asset Management, LLC 0.00% New 100 $4K
True Wealth Design, LLC 0.00% Reduce -42.0% 98 $4K
Red Tortoise LLC 0.00% No change 96 $4K
Fortis Group Advisors, LLC 0.00% No change 93 $4K
Activest Wealth Management 0.00% Add +0.0% 86 $4K
North Capital, Inc. 0.00% — 84 $4K
CGC Financial Services, LLC 0.00% No change 83 $4K
SJS Investment Consulting Inc. 0.00% No change 82 $3K
Pacifica Partners Inc. 0.00% New 89 $3K
Contravisory Investment Management, Inc. 0.00% No change 81 $3K
Holos Integrated Wealth LLC 0.00% No change 77 $3K
Greenline Partners, LLC 0.00% New 77 $3K
Toth Financial Advisory Corp. 0.00% No change 76 $3K
WealthTrak Capital Management LLC 0.00% Add +25.0% 75 $3K
Kozak & Associates, Inc. 0.00% Add +1.2% 83 $3K
Prudent Man Investment Management, Inc. 0.00% No change 63 $3K
Briaud Financial Planning Inc 0.00% No change 90 $3K
Smithfield Trust Co 0.00% Reduce -46.8% 74 $3K
Nvwm, LLC 0.00% Add +112.9% 66 $3K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -60.0% 64 $3K
Granite FO LLC 0.00% No change 64 $3K
Hughes Financial Services, LLC 0.00% New 64 $3K
Nova Wealth Management, Inc. 0.00% New 59 $2K
Bernard Wealth Management Corp. 0.00% New 58 $2K
Financial Management Professionals, Inc. 0.00% New 55 $2K
Core Alternative Capital 0.00% Reduce -59.1% 52 $2K
Redwood Park Advisors LLC 0.00% No change 51 $2K
WestEnd Advisors, LLC 0.00% Add +187.5% 46 $2K
Capital A Wealth Management, LLC 0.00% Add +22.9% 43 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 30 $1K
ROSS\JOHNSON & Associates LLC 0.02% Add +32.0% 33 $1K
Bare Financial Services, Inc 0.00% New 33 $1K
Semmax Financial Advisors Inc. 0.00% New 26 $1K
Osterweis Capital Management Inc. 0.00% Reduce -98.1% 25 $1K
PayPay Securities Corp 0.06% Reduce -56.6% 23 $972
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 23 $972
Westside Investment Management, Inc. 0.00% No change 23 $971
Bear Mountain Capital, Inc. 0.00% New 23 $932
Bay Harbor Wealth Management, LLC 0.00% New 20 $854
JCIC Asset Management Inc. 0.00% New 19 $802
Parkworth Wealth Management, Inc. 0.00% No change 18 $760
Richardson Capital Management LLC 0.00% New 18 $760
Salomon & Ludwin, LLC 0.00% No change 18 $760
Principia Wealth Advisory, LLC 0.00% Reduce -60.5% 17 $668
West Branch Capital LLC 0.00% No change 15 $634
Y.D. More Investments Ltd 0.00% Add +131.6% 4,477 $508
SWAN Capital LLC 0.00% No change 12 $486
GoalVest Advisory LLC 0.00% New 11 $464
Birchbrook, Inc. 0.00% No change 10 $423
PSI Advisors, LLC 0.00% Reduce -97.6% 10 $422
HFM Investment Advisors, LLC 0.00% — 8 $338
Aspect Partners, LLC 0.00% No change 5 $211
New Millennium Group LLC 0.00% Reduce -50.0% 4 $169

"% of holder's portfolio" is USB's weight in each manager's 13F, not the share of US Bancorp the manager owns.