Wells Fargo &WFC

13F holders, Q1 2024 (March 31)
2,202holders
18famous investors
$57.91avg. 13F price*

At the end of Q1 2024, 2,202 institutions reported holding Wells Fargo & Co. (WFC) in their 13F filings. The largest holders were Vanguard Group Inc. ($18.4B), BlackRock Inc. ($15.0B) and FMR LLC ($10.8B). 18 famous investors held it, including Charlie Munger (46.2% of Daily Journal's portfolio), Bill Nygren (2.1% of Harris Associates (Oakmark Funds)'s portfolio) and Jeremy Grantham (1.9% of GMO's portfolio).

Company
Wells Fargo & Co.
Sector
Finance
CUSIP
949746101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions173$377.4M
Exits128$314.0M

Ownership 2,202 holders

Vanguard Group Inc. 0.36% Reduce -1.3% 317,688,566 $18.4B
BlackRock Inc. 0.35% Reduce -0.7% 259,409,386 $15.0B
FMR LLC 0.73% Add +5.4% 186,791,308 $10.8B
State Street Corp. 0.38% Reduce -0.4% 146,638,332 $8.5B
Dodge & Cox 3.89% Reduce -1.8% 115,176,052 $6.7B
JPMorgan Chase & Co. 0.59% Add +0.0% 113,849,016 $6.6B
Geode Capital Management, LLC 0.38% Add +2.3% 71,749,034 $4.1B
Wellington Management Group LLP 0.62% Add +219.9% 60,176,482 $3.5B
Capital International Investors 0.70% Reduce -8.6% 59,374,633 $3.4B
T. Rowe Price Associates Inc. 0.42% Reduce -16.8% 59,298,893 $3.4B
Norges Bank 0.45% Reduce -7.7% 49,191,451 $2.9B
State Farm Mutual Automobile Insurance Co. 2.37% Reduce -0.8% 45,375,042 $2.6B
Primecap Management Co. 1.83% Reduce -1.0% 42,419,390 $2.5B
Invesco Ltd. 0.50% Add +0.4% 39,981,224 $2.3B
Morgan Stanley 0.18% Reduce -0.9% 39,518,645 $2.3B
Ameriprise Financial Inc. 0.60% Reduce -4.8% 37,508,675 $2.2B
Northern Trust Corp. 0.33% Reduce -5.8% 33,303,118 $1.9B
Arrowstreet Capital, Limited Partnership 1.66% Reduce -1.4% 31,012,371 $1.8B
Nuveen Asset Management, LLC 0.51% Reduce -1.9% 29,758,470 $1.7B
Sanders Capital, LLC 2.42% Reduce -0.7% 25,046,826 $1.5B
Bank of New York Mellon Corp 0.26% Reduce -6.6% 23,715,079 $1.4B
Davis Selected Advisers 7.64% Reduce -19.9% 23,503,511 $1.4B
Charles Schwab Investment Management Inc. 0.31% Add +0.8% 23,418,872 $1.4B
Bank of America Corp. 0.13% Add +8.4% 23,124,201 $1.3B
Harris Associates (Oakmark Funds) 2.13% Reduce -2.0% 22,697,396 $1.3B
Capital World Investors 0.22% Reduce -14.1% 22,603,108 $1.3B
Alliancebernstein L.P. 0.44% Reduce -1.2% 21,682,679 $1.3B
Eagle Capital Management LLC 4.64% Reduce -3.0% 20,706,908 $1.2B
Legal & General Group Plc 0.33% Reduce -2.5% 19,515,416 $1.1B
Dimensional Fund Advisors LP 0.30% Add +0.4% 19,016,315 $1.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.24% Reduce -6.7% 18,561,111 $1.1B
Pzena Investment Management LLC 3.41% Reduce -4.7% 17,129,130 $992.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.35% Reduce -4.3% 17,098,058 $991.0M
Hotchkis & Wiley Capital Management LLC 3.16% Reduce -14.5% 16,342,577 $947.2M
Goldman Sachs Group Inc. 0.18% Add +4.4% 14,364,607 $832.6M
Barclays PLC 0.36% Add +15.4% 13,904,723 $805.9M
Boston Partners 0.83% Reduce -12.3% 11,969,758 $694.7M
Barrow Hanley Mewhinney & Strauss LLC 2.01% Reduce -16.2% 10,321,630 $598.2M
Deutsche Bank AG 0.26% Reduce -25.0% 9,742,119 $564.7M
Royal Bank of Canada 0.13% Reduce -25.5% 8,999,775 $521.6M
GMO 1.88% Add +20.9% 8,940,546 $518.2M
LSV Asset Management 1.05% Reduce -6.1% 8,743,650 $506.8M
Sumitomo Mitsui Trust Group, Inc. 0.34% Reduce -0.9% 8,504,568 $492.9M
HSBC Holdings PLC 0.34% Add +15.9% 8,210,068 $475.8M
Lazard Asset Management LLC 0.62% Reduce -3.1% 8,157,073 $472.8M
Voya Investment Management LLC 0.51% Reduce -10.1% 7,774,196 $450.6M
APG Asset Management N.V. 0.79% Add +1.1% 8,365,191 $448.9M
Bank of Montreal 0.14% Reduce -0.9% 7,716,784 $444.8M
UBS Group AG 0.14% Add +15.6% 7,183,787 $416.4M
California Public Employees Retirement System 0.29% Add +1.8% 7,060,958 $409.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.61% Reduce -26.3% 6,785,816 $393.3M
American Century Companies Inc. 0.23% Reduce -0.5% 6,377,618 $369.6M
Rhumbline Advisers 0.35% Reduce -1.5% 6,360,917 $368.7M
New York State Common Retirement Fund 0.48% Reduce -4.8% 6,209,753 $359.9M
Manufacturers Life Insurance Company, The 0.33% Reduce -7.3% 6,110,957 $354.1M
National Pension Service 0.41% Add +1.1% 5,909,759 $342.5M
Theleme Partners LLP 18.81% Reduce -15.7% 5,906,610 $342.3M
California State Teachers Retirement System 0.43% Reduce -0.2% 5,893,570 $341.6M
1832 Asset Management L.P. 0.62% Add +67.1% 5,852,764 $339.2M
Amundi 0.14% Reduce -50.0% 5,388,462 $316.5M
Prudential Financial Inc. 0.43% Reduce -22.6% 5,291,222 $306.7M
First Pacific Advisors, LP 4.28% Add +0.4% 5,170,186 $299.7M
Canada Pension Plan Investment Board 0.31% Add +38.1% 5,131,320 $297.4M
Nordea Investment Management AB 0.34% Reduce -13.9% 4,977,450 $288.3M
Neuberger Berman Group LLC 0.24% Add +20.4% 4,942,958 $286.4M
FIL Ltd 0.28% Reduce -12.0% 4,912,701 $284.7M
Russell Investments Group, Ltd. 0.43% Add +1.1% 4,662,953 $270.0M
Principal Financial Group Inc. 0.15% Add +0.6% 4,547,389 $263.6M
Ensign Peak Advisors, Inc 0.48% Reduce -1.4% 4,491,213 $260.3M
Brandes Investment Partners, LP 3.32% Add +5.8% 4,451,212 $258.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.35% Add +19.8% 4,408,826 $255.5M
Panagora Asset Management Inc. 1.22% Add +10.0% 4,021,679 $233.1M
Credit Suisse AG/ 0.22% Reduce -24.8% 4,037,346 $230.1M
Thrivent Financial for Lutherans 0.46% Reduce -2.5% 3,943,376 $228.6M
Van Eck Associates Corp. 0.35% Reduce -46.6% 3,937,124 $228.2M
BNP Paribas Financial Markets 0.28% Add +162.6% 3,913,772 $226.8M
Envestnet Asset Management Inc. 0.08% Add +1.8% 3,891,709 $225.6M
New York State Teachers Retirement System 0.46% Reduce -3.0% 3,777,556 $218.9M
Adage Capital Partners Gp, L.L.C. 0.39% Add +0.1% 3,532,596 $204.7M
Baird Financial Group, Inc. 0.40% Add +2.0% 3,297,576 $191.1M
Citigroup Inc. 0.21% Reduce -7.3% 3,276,761 $189.9M
Raymond James & Associates 0.13% Add +0.4% 3,266,068 $189.3M
Franklin Resources Inc. 0.06% Reduce -10.1% 3,211,225 $186.1M
Brandywine Global Investment Management, LLC 1.25% Add +114.9% 2,972,102 $172.3M
Canoe Financial LP 2.81% Reduce -0.9% 2,946,348 $170.8M
Stifel Financial Corp. 0.19% Add +7.8% 2,885,563 $167.2M
Toronto Dominion Bank 0.26% Reduce -12.0% 2,866,083 $166.1M
Millennium Management 0.14% Reduce -27.7% 2,808,799 $162.8M
State Board of Administration of Florida Retirement System 0.38% Add +9.1% 4,344,971 $162.4M
Lord, Abbett & Co. LLC 0.52% Add +129.0% 2,782,530 $161.3M
Mondrian Investment Partners LTD 2.16% Reduce -6.7% 2,716,282 $157.4M
Victory Capital Management Inc. 0.15% Add +80.2% 2,670,613 $154.8M
Mairs & Power Inc. 1.50% Reduce -4.2% 2,668,307 $154.7M
Natixis Advisors, LLC 0.35% Add +7.3% 2,660,835 $154.2M
State of Wisconsin Investment Board 0.40% Add +3.6% 2,620,256 $151.9M
Rokos Capital Management LLP 3.96% Add +141.6% 2,620,868 $151.9M
Equity Investment Corp. 3.76% Add +0.9% 2,589,953 $150.1M
Yacktman Asset Management 1.32% Reduce -0.7% 2,540,840 $147.3M
Great Lakes Advisors, LLC 1.20% Add +4.0% 2,433,679 $141.1M
US Bancorp \de 0.20% Reduce -6.0% 2,420,980 $140.3M
Allianz Asset Management GmbH 0.23% Reduce -17.1% 2,387,932 $138.4M
Retirement Systems of Alabama 0.53% Reduce -0.3% 2,382,319 $138.1M
North Reef Capital Management LP 6.95% Add +74.2% 2,300,000 $133.3M
Korea Investment CORP 0.34% Reduce -39.4% 2,297,070 $133.1M
PNC Financial Services Group, Inc. 0.09% Reduce -1.2% 2,261,382 $131.1M
Zurich Insurance Group Ltd 1.19% Add +0.6% 2,248,367 $130.3M
Massachusetts Financial Services Co. 0.04% Add +20.8% 2,232,081 $129.4M
Rwwm, Inc. 13.93% Reduce -8.7% 2,228,150 $129.1M
Wells Fargo & Company 0.03% Add +28.4% 2,194,656 $127.2M
Clearbridge Investments, LLC 0.10% Reduce -44.7% 2,179,279 $126.3M
HighTower Advisors, LLC 0.20% Reduce -16.2% 2,176,745 $126.2M
Keybank National Association 0.52% Add +2.9% 2,170,042 $125.8M
Sound Shore Management Inc 3.88% Reduce -5.2% 2,142,026 $124.2M
TD Asset Management Inc 0.11% Reduce -0.6% 2,088,267 $121.0M
Artemis Investment Management LLP 1.56% Reduce -37.3% 2,079,003 $120.4M
Epoch Investment Partners, Inc. 0.53% Reduce -0.5% 2,075,094 $120.3M
State of New Jersey Common Pension Fund D 0.36% No change 2,074,457 $120.2M
Corient Private Wealth LP 0.21% Reduce -0.9% 2,018,413 $117.0M
National Bank of Canada 0.20% Add +27.0% 1,887,622 $116.8M
Latash Investments, LLC 82.65% Reduce -15.8% 2,006,178 $116.3M
Chevy Chase Trust Holdings, LLC 0.38% Reduce -1.8% 1,999,831 $115.9M
Sei Investments Co. 0.17% Add +1.6% 1,974,231 $114.4M
Mitsubishi UFJ Trust & Banking Corp 0.26% Reduce -10.5% 1,932,960 $112.0M
Schroder Investment Management Group 0.13% Reduce -2.6% 1,870,360 $108.4M
CI Investments Inc. 0.43% Reduce -37.5% 1,848,214 $107.1M
Morningstar Investment Services LLC 1.18% Reduce -51.5% 1,859,089 $107.1M
LPL Financial LLC 0.06% Reduce -9.3% 1,837,089 $106.5M
Calamos Advisors LLC 0.75% Reduce -3.6% 1,816,485 $105.3M
STRS Ohio 0.41% Reduce -4.3% 1,775,621 $102.9M
Public Employees Retirement System of Ohio 0.40% Reduce -8.3% 1,762,168 $102.1M
Healthcare of Ontario Pension Plan Trust Fund 0.34% Add +76.9% 1,679,000 $97.3M
Treasurer of the State of North Carolina 0.42% Reduce -1.3% 1,654,630 $95.9M
Mackenzie Financial Corp. 0.14% Reduce -4.0% 1,622,665 $94.0M
American Assets Inc. 34.83% No change 1,600,626 $92.8M
Westwood Holdings Group Inc. 0.74% Reduce -9.1% 1,597,527 $92.6M
Pictet Asset Management Holding SA 0.10% Reduce -1.4% 1,570,827 $91.0M
State of Tennessee, Department of Treasury 0.34% Reduce -16.6% 1,564,771 $90.7M
Danske Bank A/S 0.28% — 1,560,624 $90.5M
Aberdeen Group plc 0.18% Reduce -1.6% 1,547,483 $89.7M
DekaBank Deutsche Girozentrale 0.16% Add +5.9% 1,544,598 $88.4M
Royal London Asset Management Ltd. 0.22% Add +0.1% 1,509,858 $87.5M
CANADA LIFE ASSURANCE Co 0.18% Reduce -2.6% 1,504,570 $87.3M
Tredje AP-fonden 0.88% Add +1.6% 1,464,424 $84.9M
Mn Services Vermogensbeheer B.V. 0.62% New 1,463,400 $84.8M
SG Americas Securities, LLC 0.44% Add +666.9% 1,453,246 $84.2M
Daily Journal 46.22% Reduce -11.2% 1,413,000 $81.9M
Aviva PLC 0.27% Add +2.5% 1,396,272 $80.9M
DAVENPORT & Co LLC 0.50% Reduce -1.6% 1,398,317 $80.9M
Susquehanna International Group, LLP 0.12% Reduce -23.4% 1,388,351 $80.5M
Asset Management One Co., Ltd. 0.31% Reduce -8.9% 1,369,132 $79.4M
Clark Capital Management Group, Inc. 0.57% Add +2.0% 1,323,174 $76.7M
Jane Street Group, LLC 0.10% Reduce -48.0% 1,294,548 $75.0M
Banque Pictet & Cie SA 0.78% Reduce -3.1% 1,289,104 $74.7M
Cibc World Market Inc. 0.19% Add +16.2% 1,283,392 $74.4M
Fort Washington Investment Advisors Inc. 0.48% Reduce -8.7% 1,279,584 $74.2M
Handelsbanken Fonder AB 0.32% Add +6.7% 1,270,524 $73.6M
Rafferty Asset Management, LLC 0.27% Reduce -1.7% 1,265,851 $73.4M
Hosking Partners LLP 2.65% Add +10.1% 1,237,231 $71.7M
Employees Retirement System of Texas 0.78% Reduce -3.7% 1,236,300 $71.7M
Nomura Asset Management Co. Ltd. 0.26% Reduce -2.1% 1,222,973 $70.9M
Resona Asset Management Co.,Ltd. 0.42% — 1,218,470 $70.6M
UniSuper Management Pty Ltd 0.67% Add +378.5% 1,198,987 $69.5M
Teacher Retirement System of Texas 0.43% Reduce -6.1% 1,171,380 $67.9M
Bank of Nova Scotia 0.13% Reduce -74.4% 1,135,820 $65.8M
Letko, Brosseau & Associates Inc. 1.09% Reduce -0.2% 1,085,499 $62.9M
Fifth Third Bancorp 0.25% Add +4.8% 1,082,905 $62.8M
Public Sector Pension Investment Board 0.45% Reduce -0.1% 1,066,879 $61.8M
State of Michigan Retirement System 0.33% Reduce -0.8% 1,062,549 $61.6M
Capital Group Private Client Services, Inc. 0.62% Add +9.2% 1,051,910 $61.0M
Truist Financial Corp. 0.09% Add +18.4% 1,044,822 $60.6M
Arizona State Retirement System 0.42% Add +1.2% 1,042,158 $60.4M
Deprince Race & Zollo Inc. 1.29% Reduce -10.9% 1,036,565 $60.1M
Gabelli Funds LLC 0.44% Reduce -3.2% 1,024,775 $59.4M
Squarepoint Ops LLC 0.25% Add +8.7% 1,016,366 $58.9M
AustralianSuper Pty Ltd 0.34% Add +303.0% 1,014,816 $58.5M
Wealth Enhancement Advisory Services, LLC 0.15% Add +22.5% 1,006,162 $58.3M
Renaissance Technologies 0.09% New 996,511 $57.8M
McDonald Capital Investors Inc. 3.56% Reduce -1.9% 980,070 $56.8M
Cibc World Markets Corp. 0.36% Reduce -8.8% 952,540 $55.2M
Comerica Bank 0.23% Reduce -0.7% 935,555 $54.2M
Nisa Investment Advisors, LLC 0.35% Reduce -0.8% 921,089 $53.4M
Regal Partners Ltd 5.36% Reduce -5.8% 920,813 $53.4M
American International Group, Inc. 0.19% Reduce -1.2% 911,525 $52.8M
Summitry LLC 2.77% Add +1.2% 910,146 $52.8M
GAMCO Investors 0.53% Reduce -4.0% 898,244 $52.1M
Tweedy, Browne Co LLC 2.43% Reduce -0.9% 892,334 $51.7M
Bridgewater Associates 0.26% Add +67.2% 889,047 $51.5M
D. E. Shaw & Co. 0.07% Reduce -77.7% 888,301 $51.5M
Schwerin Boyle Capital Management Inc. 5.07% Reduce -0.5% 878,834 $50.9M
Forsta Ap-Fonden 0.43% Add +13.5% 869,200 $50.4M
NewEdge Wealth, LLC 1.13% Add +10.0% 839,500 $50.2M
Federation des caisses Desjardins du Quebec 0.35% Reduce -14.3% 845,602 $48.9M
MetLife Investment Management, LLC 0.33% Reduce -4.5% 842,727 $48.8M
Cerity Partners LLC 0.13% Add +82.5% 821,438 $48.1M
NewEdge Advisors, LLC 0.41% Add +1.7% 816,704 $47.3M
Gateway Investment Advisers LLC 0.54% Reduce -14.4% 812,762 $47.1M
Seizert Capital Partners, LLC 2.14% Add +1.1% 801,811 $46.5M
State of Alaska, Department of Revenue 0.52% Reduce -6.9% 794,939 $46.1M
Varma Mutual Pension Insurance Co 0.40% Add +489.4% 791,500 $45.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.31% Reduce -0.7% 790,056 $45.8M
Creative Planning 0.05% Add +4.6% 777,912 $45.1M
Mariner, LLC 0.09% Add +1.6% 776,499 $45.0M
Cresset Asset Management, LLC 0.22% Add +19.1% 774,594 $44.9M
Commonwealth Equity Services, LLC 0.07% Reduce -6.2% 767,901 $44.5M
Mount Capital Ltd 18.71% No change 765,576 $44.4M
Swedbank AB 0.06% Reduce -0.8% 757,835 $43.9M
Lazard Freres Gestion S.A.S. 1.08% Reduce -0.0% 787,495 $43.7M
Amalgamated Bank 0.37% Reduce -15.9% 745,026 $43.2M
O'shaughnessy Asset Management, LLC 0.48% Add +55.9% 744,441 $43.1M
Texas Permanent School Fund Corp. 0.34% Reduce -0.8% 743,745 $43.1M
Advisors Capital Management, LLC 0.79% Add +1.3% 740,716 $42.9M
Bank Pictet & Cie (Europe) AG 1.10% Add +17.6% 730,314 $42.3M
Wedge Capital Management L L P 0.69% Reduce -14.8% 730,174 $42.3M
Skandinaviska Enskilda Banken AB (publ) 0.20% Add +0.9% 719,157 $41.7M
ProShare Advisors LLC 0.11% Reduce -7.3% 715,985 $41.5M
IFM Investors Pty Ltd 0.45% Reduce -0.8% 715,815 $41.5M
Raymond James Financial Services Advisors, Inc. 0.06% Add +4.3% 705,594 $40.9M
Federated Hermes, Inc. 0.09% Reduce -25.3% 684,442 $39.7M
Gardner Russo & Quinn 0.40% Reduce -5.2% 674,969 $39.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Reduce -5.2% 668,024 $38.7M
Cetera Investment Advisers 0.09% Add +172.2% 668,009 $38.7M
AQR Capital Management 0.06% Reduce -8.3% 658,179 $38.1M
Perpetual Ltd 0.37% Add +2.2% 656,961 $38.1M
First Trust Advisors LP 0.04% Reduce -10.3% 635,949 $36.9M
Auto-Owners Insurance Co 0.97% No change 635,018 $36.8M
Osaic Holdings, Inc. 0.08% Reduce -37.2% 633,800 $36.7M
Czech National Bank 0.47% Reduce -0.5% 633,279 $36.7M
M&G PLC 0.25% — 630,707 $36.6M
Utah Retirement Systems 0.42% Reduce -1.8% 625,145 $36.2M
Factory Mutual Insurance Co. 0.41% Reduce -30.9% 616,464 $35.7M
Macquarie Group Ltd. 0.04% Reduce -4.5% 615,722 $35.7M
Clifford Swan Investment Counsel LLC 1.31% Reduce -2.6% 609,053 $35.3M
CIBC Asset Management Inc 0.12% Reduce -2.5% 602,312 $34.9M
Qube Research & Technologies Ltd 0.06% Reduce -72.9% 601,218 $34.8M
Wilsey Asset Management Inc. 7.10% Reduce -1.0% 600,907 $34.8M
Basswood Capital Management, L.L.C. 2.00% Add +3.4% 591,823 $34.3M
Xponance LLC 0.35% Add +5.4% 577,676 $33.5M
Cardinal Capital Management, Inc. 1.47% Reduce -1.2% 571,442 $33.1M
Yousif Capital Management, LLC 0.37% Reduce -3.3% 570,908 $33.1M
USS Investment Management Ltd 0.27% Reduce -3.0% 569,150 $33.0M
Atalanta Sosnoff Capital, LLC 0.76% Add +0.3% 567,336 $32.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.36% Add +2.9% 555,145 $32.2M
American Assets Investment Management, LLC 3.06% No change 555,000 $32.2M
South Dakota Investment Council 0.66% Reduce -34.1% 547,788 $31.8M
Old National Bancorp 0.74% Add +0.5% 541,475 $31.4M
DNB Asset Management AS 0.16% Reduce -21.4% 538,159 $31.2M
Glenmede Trust Co. NA 0.16% Reduce -7.8% 535,739 $31.1M
Teewinot Capital Advisers, L.L.C. 3.25% New 534,887 $31.0M
Captrust Financial Advisors 0.11% Reduce -33.9% 534,288 $31.0M
Manning & Napier Group, LLC 0.38% Reduce -9.3% 529,805 $30.7M
QRG Capital Management, Inc. 0.39% Add +86.6% 528,859 $30.7M
Mercer Global Advisors Inc. 0.09% Add +91.4% 520,418 $30.6M
Cobblestone Capital Advisors LLC 1.92% Add +0.2% 527,278 $30.6M
Public Employees Retirement Association of Colorado 0.13% Reduce -5.1% 515,746 $29.9M
Crossmark Global Holdings, Inc. 0.57% Reduce -4.5% 509,856 $29.6M
Teachers Retirement System of the State of Kentucky 0.26% Reduce -10.0% 499,831 $29.0M
Illinois Municipal Retirement Fund 0.44% Reduce -1.6% 498,568 $28.9M
Edgar Lomax Co. 1.77% Add +246.4% 494,230 $28.6M
New York Life Investment Management LLC 0.29% Reduce -4.5% 494,112 $28.6M
Storebrand Asset Management As 0.10% Reduce -0.4% 485,580 $28.1M
Worldquant Millennium Advisors LLC 0.35% Reduce -68.0% 483,393 $28.0M
Holocene Advisors, LP 0.10% New 479,853 $27.8M
Janus Henderson Group PLC 0.02% Reduce -15.7% 479,726 $27.8M
Allspring Global Investments Holdings, LLC 0.04% Add +28.9% 473,444 $27.4M
Manitou Investment Management Ltd. 5.49% Reduce -0.1% 473,307 $27.4M
Mutual of America Capital Management LLC 0.29% Reduce -2.9% 471,847 $27.3M
TCW Group Inc. 0.28% Add +6.1% 471,767 $27.3M
Rockefeller Capital Management L.P. 0.08% Reduce -6.6% 467,936 $27.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +3.4% 613,510 $26.9M
Moore Capital Management, LP 0.57% New 461,672 $26.8M
Delta Asset Management LLC 2.36% Reduce -1.2% 460,571 $26.7M
First Manhattan Co. Llc. 0.09% Reduce -3.1% 456,659 $26.5M
Payden & Rygel Investment Group 1.80% — 454,000 $26.3M
Payden & Rygel 1.80% Add +0.3% 454,000 $26.3M
MML Investors Services, LLC 0.11% Add +9.2% 443,918 $25.7M
Cambridge Investment Research Advisors, Inc. 0.10% Add +3.8% 438,533 $25.4M
HRT Financial LP 0.16% Add +122.7% 438,014 $25.4M
Poplar Forest Capital LLC 3.41% Reduce -17.7% 437,556 $25.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% Add +3.3% 435,052 $25.2M
Marathon Asset Management Ltd 0.67% Reduce -20.9% 433,973 $25.2M
Townsquare Capital LLC 0.37% Add +11.6% 432,059 $25.0M
Citadel Advisors 0.02% Reduce -7.6% 430,240 $24.9M
Nissay Asset Management Corp. /Japan 0.17% Reduce -39.3% 430,160 $24.9M
Beacon Pointe Advisors, LLC 0.27% Add +1.5% 423,038 $24.5M
KLCM Advisors, Inc. 3.15% Reduce -3.1% 422,641 $24.5M
Braun Stacey Associates Inc. 0.97% Add +0.8% 421,755 $24.4M
Rempart Asset Management Inc. 4.62% Add +3.4% 414,905 $24.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.29% Add +4.1% 397,921 $23.1M
Alpine Woods Capital Investors, LLC 4.54% Reduce -1.5% 385,191 $22.8M
Dana Investment Advisors, Inc. 0.76% Reduce -3.3% 393,356 $22.8M
M&T Bank Corp 0.08% Reduce -30.5% 390,728 $22.6M
Holowesko Partners Ltd. 9.10% Reduce -3.5% 383,981 $22.3M
ArrowMark Colorado Holdings LLC 0.25% Reduce -51.7% 383,310 $22.2M
Pathstone Holdings, LLC 0.10% Add +9.2% 372,958 $21.6M
Cantor Fitzgerald Investment Advisors L.P. 1.59% Reduce -2.3% 369,365 $21.4M
Eubel Brady & Suttman Asset Management Inc. 2.94% Reduce -15.8% 363,632 $21.1M
Schaper Benz & Wise Investment Counsel Inc. 1.75% Add +0.2% 362,303 $21.0M
Guggenheim Capital LLC 0.15% Add +8.0% 360,865 $20.9M
Daiwa Securities Group Inc. 0.12% Add +7.8% 358,715 $20.8M
ProVise Management Group, LLC 1.78% Add +5.0% 354,005 $20.5M
Polar Capital Holdings Plc 0.11% Reduce -8.6% 344,475 $20.0M
ING Groep NV 0.14% New 343,546 $19.9M
Kiltearn Partners LLP 1.84% Reduce -64.6% 345,499 $19.9M
Shelton Capital Management 0.56% Add +326.2% 337,595 $19.6M
Assetmark, Inc. 0.06% Add +0.3% 337,467 $19.6M
ExodusPoint Capital Management, LP 0.24% Add +165.8% 337,331 $19.6M
Elo Mutual Pension Insurance Co 0.45% Add +3.9% 331,830 $19.2M
Edmond DE Rothschild Holding S.A. 0.32% Reduce -0.3% 330,425 $19.2M
Steigerwald, Gordon & Koch Inc. 2.32% Add +0.8% 321,683 $18.6M
Caisse de depot et placement du Quebec 0.04% New 313,529 $18.2M
Janney Montgomery Scott LLC 0.05% Reduce -3.5% 311,850 $18.1M
Scotia Capital Inc. 0.11% Reduce -3.9% 311,487 $18.1M
Gulf International Bank (UK) Ltd 0.45% Add +0.5% 310,333 $18.0M
Oregon Public Employees Retirement Fund 0.35% Reduce -38.3% 307,655 $17.8M
Certuity, LLC 1.56% Reduce -0.7% 304,320 $17.6M
Sprucegrove Investment Management Ltd. 0.71% Add +65.7% 304,127 $17.6M
Glenview Trust Co 0.38% Add +16.6% 301,991 $17.5M
Founders Capital Management, LLC 3.27% Reduce -0.1% 301,928 $17.5M
St Germain D J Co. Inc. 0.85% Add +0.0% 301,620 $17.5M
United Capital Financial Advisors, LLC 0.14% Reduce -9.9% 298,510 $17.3M
SP Asset Management LLC 1.59% Reduce -2.7% 294,260 $17.1M
KBC Group NV 0.05% Reduce -71.2% 288,206 $16.7M
Wealthfront Advisers LLC 0.06% Add +3.9% 286,167 $16.6M
Berkshire Asset Management LLC 0.86% Reduce -1.0% 280,055 $16.2M
Maltese Capital Management LLC 3.17% Reduce -24.4% 280,000 $16.2M
Harbor Island Capital LLC 7.43% No change 279,964 $16.2M
Maryland State Retirement & Pension System 0.32% Reduce -1.2% 282,367 $16.0M
Kentucky Retirement Systems 0.47% Reduce -5.9% 273,308 $15.8M
Bridgeway Capital Management, LLC 0.32% Reduce -0.9% 270,295 $15.7M
Oppenheimer Asset Management Inc. 0.23% Reduce -23.4% 265,520 $15.4M
Leith Wheeler Investment Counsel Ltd. 1.49% Reduce -50.0% 264,184 $15.3M
Private Advisor Group, LLC 0.11% Add +2.5% 263,937 $15.3M
Weiss Asset Management LP 0.90% New 263,625 $15.3M
QV Investors Inc. 1.32% Reduce -0.8% 263,317 $15.3M
Blair William & Co. 0.05% Reduce -0.4% 262,394 $15.2M
Cwm, LLC 0.07% Add +4.0% 261,880 $15.2M
Natixis 0.08% Reduce -84.3% 261,529 $15.2M
M3F, Inc. 5.33% Reduce -22.4% 260,000 $15.1M
Griffin Asset Management, Inc. 1.79% Reduce -0.1% 259,114 $15.0M
Atria Investments, Inc 0.21% Add +10.0% 258,834 $15.0M
Meyer Handelman Co. 0.52% Add +0.2% 255,944 $14.8M
B. Metzler seel. Sohn & Co. AG 0.16% Reduce -10.5% 255,145 $14.8M
Ilmarinen Mutual Pension Insurance Co 0.18% No change 255,000 $14.8M
Logan Capital Management Inc. 0.63% Reduce -4.2% 254,114 $14.7M
Los Angeles Capital Management LLC 0.05% Add +0.0% 253,316 $14.7M
Lountzis Asset Management, LLC 6.93% Reduce -0.1% 252,571 $14.6M
Waycross Partners, LLC 2.50% Add +8.5% 251,006 $14.5M
ICICI Prudential Asset Management Co Ltd 1.63% Reduce -34.6% 249,118 $14.4M
Brown Advisory Inc. 0.02% Add +0.9% 247,650 $14.4M
Pacer Advisors, Inc. 0.03% Add +2.4% 246,070 $14.3M
Capital International, Inc. 0.19% Add +11.7% 241,502 $14.0M
Matrix Asset Advisors Inc. 1.66% Reduce -2.1% 239,930 $13.9M
Connors Investor Services Inc. 1.46% Reduce -0.1% 239,745 $13.9M
AXA S.A. 0.04% Reduce -36.9% 234,324 $13.6M
Hartford Investment Management Co. 0.48% Reduce -4.9% 232,630 $13.5M
HUB Investment Partners, LLC 0.74% Reduce -12.9% 232,213 $13.5M
Credit Agricole S A 0.23% Add +71.3% 228,321 $13.4M
Brandywine Trust Co. 2.26% Reduce -3.6% 230,162 $13.3M
D.A. Davidson & Co. 0.12% Reduce -0.1% 227,944 $13.2M
Vanguard Personalized Indexing Management, LLC 0.28% Add +20.1% 226,481 $13.1M
Phoenix Financial Ltd. 0.18% Add +64.9% 223,271 $12.9M
Skba Capital Management LLC 2.02% No change 223,150 $12.9M
Freestone Capital Holdings, LLC 0.48% Add +16.0% 221,414 $12.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -5.1% 222,256 $12.8M
Ategra Capital Management, LLC 5.78% Reduce -15.9% 217,213 $12.6M
Commerce Bank 0.08% Add +15.8% 217,091 $12.6M
Calamos Wealth Management LLC 0.72% Reduce -13.1% 216,950 $12.6M
Intact Investment Management Inc. 0.49% Reduce -9.6% 213,100 $12.4M
Securian Asset Management, Inc. 0.36% Reduce -7.8% 211,971 $12.3M
First Hawaiian Bank 0.38% Add +0.1% 210,285 $12.2M
Louisiana State Employees Retirement System 0.24% Reduce -4.6% 209,500 $12.1M
Cornerstone Advisors, LLC 0.50% Add +2.1% 207,900 $12.0M
Allied Investment Advisors, LLC 2.90% Add +2.9% 207,216 $12.0M
Quinn Opportunity Partners LLC 1.35% Reduce -59.1% 206,471 $12.0M
Unisphere Establishment 0.12% Reduce -19.6% 205,000 $11.9M
Markel Group 0.12% No change 204,450 $11.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.7% 203,386 $11.8M
Knights of Columbus Asset Advisors LLC 0.85% Reduce -3.5% 201,672 $11.7M
Black Cypress Capital Management, LLC 10.78% — 198,615 $11.5M
Pinnacle Associates Ltd. 0.18% Reduce -2.1% 197,701 $11.5M
Grassi Investment Management 1.02% Add +0.0% 194,002 $11.2M
Farmers & Merchants Investments Inc. 0.38% Reduce -4.3% 193,955 $11.2M
Eagle Global Advisors LLC 0.62% Reduce -0.1% 188,587 $10.9M
Hillman Capital Management, Inc. 3.46% Reduce -0.2% 185,804 $10.8M
Freemont Management S.A. 1.65% Reduce -23.7% 184,900 $10.7M
Robeco Institutional Asset Management B.V. 0.02% Reduce -15.6% 182,920 $10.6M
New Mexico Educational Retirement Board 0.38% Reduce -6.3% 182,916 $10.6M
Adams Asset Advisors, LLC 1.40% Reduce -0.2% 181,318 $10.5M
BTC Capital Management, Inc. 0.95% — 179,095 $10.4M
CIBC Private Wealth Group LLC 0.02% Add +1.9% 177,577 $10.2M
Quantinno Capital Management LP 0.22% Add +49.6% 175,435 $10.2M
Ziegler Capital Management, LLC 0.38% Reduce -3.4% 173,335 $10.0M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3.85% No change 169,510 $9.8M
Channing Capital Management, LLC 0.26% Reduce -0.2% 169,202 $9.8M
NorthCrest Asset Manangement, LLC 0.33% Add +4.9% 168,514 $9.8M
Wittenberg Investment Management, Inc. 3.35% Reduce -16.9% 167,877 $9.7M
Kestra Advisory Services, LLC 0.06% Add +7.8% 166,646 $9.7M
Hilton Capital Management, LLC 0.87% Add +0.4% 166,350 $9.6M
Consilium Wealth Advisory, LLC 5.36% Reduce -3.0% 164,237 $9.5M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -5.3% 161,379 $9.4M
Capital Markets Trading UK LLP 6.77% Add +72.2% 161,213 $9.3M
Interval Partners, LP 0.35% New 160,779 $9.3M
CSM Advisors, LLC 0.61% Add +0.7% 158,772 $9.2M
Metis Global Partners, LLC 0.33% Reduce -2.2% 157,668 $9.1M
Marathon Trading Investment Management LLC 3.69% Reduce -59.1% 157,031 $9.1M
Bokf, NA 0.16% Reduce -6.0% 154,214 $8.9M
Alerus Financial NA 0.67% Reduce -2.3% 152,666 $8.8M
Wedmont Private Capital 0.64% Add +16.4% 152,910 $8.8M
Bessemer Group Inc. 0.02% Add +81.4% 151,683 $8.8M
RBF Capital, LLC 0.49% No change 150,000 $8.7M
New England Asset Management Inc. 1.40% Add +4.8% 149,225 $8.6M
Poehling Capital Management, INC. 2.30% Reduce -0.0% 148,127 $8.6M
Eagle Asset Management Inc. 0.04% Add +10.0% 148,516 $8.6M
Highland Capital Management, LLC 0.49% Reduce -1.4% 147,257 $8.5M
Dorsey & Whitney Trust CO LLC 0.58% Reduce -2.4% 145,720 $8.4M
Metropolitan Life Insurance Co 0.37% Reduce -1.8% 145,153 $8.4M
Parkwood LLC 0.87% New 144,166 $8.4M
Meritage Portfolio Management 0.53% Reduce -6.3% 144,171 $8.4M
Blume Capital Management, Inc. 2.03% Reduce -0.2% 143,378 $8.3M
Raymond James Trust N.A. 0.20% Reduce -9.9% 143,149 $8.3M
Allianz SE 0.26% — 142,402 $8.3M
ARGA Investment Management, LP 0.28% Reduce -0.2% 141,752 $8.2M
Mediolanum International Funds Ltd 0.13% — 141,651 $8.2M
Monte Financial Group, LLC 3.57% Reduce -5.0% 140,602 $8.1M
Ieq Capital, LLC 0.12% Add +12.8% 138,469 $8.0M
Empirical Finance, LLC 0.49% Add +3.3% 137,747 $8.0M
Sowell Financial Services LLC 0.37% Reduce -1.4% 136,089 $7.9M
SpiderRock Advisors, LLC 0.26% — 136,480 $7.9M
Tower Research Capital LLC (TRC) 0.19% Reduce -77.2% 134,968 $7.8M
Hennessy Advisors Inc. 0.33% Reduce -17.8% 134,500 $7.8M
Estabrook Capital Management 1.21% Reduce -0.9% 134,217 $7.8M
Orion Porfolio Solutions, LLC 0.08% Add +4.2% 134,127 $7.8M
Orion Portfolio Solutions, LLC 0.08% Add +4.2% 134,127 $7.8M
Chesley Taft & Associates LLC 0.39% Add +3.5% 132,590 $7.7M
Picton Mahoney Asset Management 0.32% Reduce -6.2% 132,140 $7.7M
Tufton Capital Management 1.50% Reduce -0.8% 132,004 $7.7M
Hikari Power Ltd 0.65% No change 130,460 $7.6M
Olstein Capital Management, L.P. 1.23% Reduce -18.8% 130,000 $7.5M
NorthCoast Asset Management LLC 0.10% Add +0.5% 129,474 $7.5M
Salzhauer Michael 5.99% Reduce -14.6% 128,833 $7.5M
EP Wealth Advisors, LLC 0.09% Reduce -7.6% 128,048 $7.4M
Sirios Capital Management L P 1.39% Reduce -33.9% 127,508 $7.4M
Hoey Investments, Inc. 1.64% Add +9.7% 126,710 $7.3M
Uncommon Cents Investing LLC 2.25% Reduce -0.7% 126,629 $7.3M
DCM Advisors, LLC 3.02% Reduce -6.8% 126,566 $7.3M
tru Independence LLC 2.16% Reduce -4.3% 126,470 $7.3M
Institutional & Family Asset Management, LLC 1.16% Reduce -7.5% 125,513 $7.3M
Norinchukin Bank, The 0.22% Reduce -2.2% 124,762 $7.2M
Empowered Funds, LLC 0.13% Reduce -27.8% 124,719 $7.2M
Sicart Associates LLC 2.64% Reduce -1.2% 124,275 $7.2M
Intech Investment Management LLC 0.10% Reduce -41.7% 124,067 $7.2M
Marble Harbor Investment Counsel, LLC 0.83% Add +6.4% 123,689 $7.2M
Steward Partners Investment Advisory, LLC 0.08% Add +127.4% 121,353 $7.0M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -1.7% 121,326 $7.0M
Chartwell Investment Partners, LLC 0.24% Add +0.5% 121,245 $7.0M
Gibraltar Capital Management, Inc. 3.27% Reduce -22.6% 121,075 $7.0M
Vinva Investment Management Ltd 0.39% Reduce -5.5% 119,868 $6.9M
Avantax Advisory Services, Inc. 0.06% Reduce -3.6% 119,750 $6.9M
Baxter Bros Inc. 0.88% Reduce -3.1% 118,897 $6.9M
Kentucky Retirement Systems Insurance Trust Fund 0.47% Reduce -8.2% 118,765 $6.9M
Lido Advisors, LLC 0.06% Reduce -3.4% 117,928 $6.8M
Mission Wealth Management, LP 0.18% Add +156.5% 116,718 $6.8M
TD Waterhouse Canada Inc. 0.05% Reduce -14.6% 105,122 $6.8M
Northwestern Mutual Investment Management Company, LLC 0.17% Reduce -0.7% 114,198 $6.6M
Providence Capital Advisors, LLC 1.44% Reduce -1.5% 113,695 $6.6M
Beacon Financial Group 0.75% Reduce -4.3% 113,160 $6.6M
Ashton Thomas Private Wealth, LLC 0.37% Add +3.1% 110,933 $6.4M
Fuller & Thaler Asset Management, Inc. 0.03% Reduce -41.4% 110,456 $6.4M
Atria Wealth Solutions, Inc. 0.07% Add +8.7% 110,229 $6.4M
Allworth Financial LP 0.04% Add +30.2% 109,276 $6.3M
Tritonpoint Wealth, LLC 0.66% Add +2.0% 140,026 $6.3M
MAI Capital Management 0.07% Add +34.9% 108,793 $6.3M
NBW Capital LLC 1.29% Reduce -0.3% 108,685 $6.3M
Rathbones Group PLC 0.04% Reduce -2.9% 108,123 $6.3M
Prospera Financial Services Inc 0.19% Add +4.1% 107,561 $6.2M
TD Private Client Wealth LLC 0.20% Add +7.5% 107,354 $6.2M
California First Leasing Corp. 2.87% No change 106,400 $6.2M
United Services Automobile Association 0.15% Reduce -1.2% 105,986 $6.1M
King Luther Capital Management Corp. 0.03% Reduce -1.4% 105,805 $6.1M
Whittier Trust Co. 0.09% Add +2.6% 105,819 $6.1M
Procyon Advisors, LLC 0.47% Reduce -0.3% 105,159 $6.1M
Bard Financial Services, Inc. 0.64% Reduce -12.8% 104,110 $6.0M
Tudor Investment Corporation 0.07% Reduce -77.7% 103,827 $6.0M
Long Focus Capital Management, LLC 0.69% Reduce -20.1% 103,000 $6.0M
Robinson Value Management, Ltd. 4.00% Reduce -18.4% 102,884 $6.0M
Unison Asset Management LLC 3.12% Reduce -0.8% 102,668 $6.0M
Man Group plc 0.02% Reduce -53.2% 101,940 $5.9M
Advisory Services Network, LLC 0.13% Add +36.3% 101,071 $5.9M
Hutchinson Capital Management 1.18% Add +0.0% 100,894 $5.8M
Cloverfields Capital Group, LP 1.96% Add +6.3% 100,171 $5.8M
Mark Asset Management LP 0.78% Add +66.3% 99,662 $5.8M
Swiss Life Asset Management Ltd 0.08% Reduce -79.6% 99,198 $5.7M
First National Bank of Omaha 0.39% Reduce -23.6% 80,016 $5.7M
Atlantic Union Bankshares Corp 0.48% Add +10.5% 98,951 $5.7M
PFG Advisors 0.42% Reduce -0.5% 98,870 $5.7M
Morningstar Investment Management LLC 0.61% Reduce -2.6% 97,801 $5.7M
DORCHESTER WEALTH MANAGEMENT Co 1.01% Reduce -3.9% 96,783 $5.6M
Ameritas Investment Partners, Inc. 0.19% Add +8.6% 96,731 $5.6M
Stephens Inc. 0.09% Reduce -1.6% 95,818 $5.6M
Winslow Asset Management Inc. 1.05% Reduce -0.5% 95,791 $5.6M
Harvest Portfolios Group Inc. 0.22% Reduce -3.5% 95,755 $5.5M
Madison Asset Management, LLC 0.07% Reduce -2.0% 94,757 $5.5M
Kestra Private Wealth Services, LLC 0.12% Add +1.0% 94,745 $5.5M
Siemens Fonds Invest GmbH 0.42% Reduce -5.0% 93,362 $5.4M
Bahl & Gaynor LLC 0.03% Reduce -1.1% 92,420 $5.4M
Brookmont Capital Management 2.82% Add +0.4% 92,376 $5.4M
NEOS Investment Management LLC 0.33% Add +78.5% 92,011 $5.3M
Concentric Wealth Management, LLC 1.42% Add +2.1% 91,726 $5.3M
Integrated Wealth Concepts LLC 0.08% Reduce -26.2% 91,682 $5.3M
Callan Family Office, LLC 1.24% Add +1.0% 91,465 $5.3M
Elgethun Capital Management 1.34% Reduce -0.2% 91,640 $5.3M
Continental Advisors LLC 4.17% Add +3.4% 90,906 $5.3M
Cohen Klingenstein LLC 0.20% No change 90,900 $5.3M
Western Financial Corp 3.23% No change 90,877 $5.3M
Clayton Partners LLC 4.47% Reduce -4.5% 90,798 $5.3M
Savant Capital, LLC 0.06% Add +7.0% 90,752 $5.3M
Tokio Marine Asset Management Co. Ltd. 0.27% Add +10.1% 90,560 $5.2M
Tiaa Trust, National Association 0.02% Add +2.1% 90,515 $5.2M
iA Global Asset Management Inc. 0.11% Reduce -9.9% 89,732 $5.2M
Assenagon Asset Management S.A. 0.01% Add +1.8% 88,754 $5.1M
Altrafin AG 1.85% Reduce -0.3% 88,300 $5.1M
Mill Capital Management, LLC 0.43% Reduce -0.7% 88,168 $5.1M
Gifford Fong Associates 1.41% No change 88,052 $5.1M
Tidal Investments LLC 0.09% Add +20.8% 88,063 $5.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.52% Reduce -3.1% 87,738 $5.1M
Stratos Wealth Partners, LTD. 0.09% Reduce -6.8% 87,706 $5.1M
Longbow Finance SA 0.51% New 87,569 $5.1M
Richard Bernstein Advisors LLC 0.11% No change 87,213 $5.1M
Wesleyan Assurance Society 0.44% No change 86,500 $5.0M
Woodward Diversified Capital, LLC 3.07% Reduce -0.4% 85,183 $4.9M
Alberta Investment Management Corp 0.05% Reduce -24.4% 84,800 $4.9M
Horizon Investments, LLC 0.13% Add +1.4% 85,048 $4.9M
Acadian Asset Management LLC 0.02% Reduce -15.6% 84,464 $4.9M
Barr E S & Co. 0.32% Reduce -14.8% 84,307 $4.9M
Principal Securities, Inc. 0.15% Add +10.3% 84,170 $4.9M
Regions Financial Corp. 0.04% Reduce -1.7% 83,437 $4.8M
Simplicity Wealth,LLC 0.12% Add +719.6% 83,350 $4.8M
Merit Financial Group, LLC 0.12% Add +79.6% 80,560 $4.8M
Semmax Financial Advisors Inc. 1.59% Reduce -15.3% 78,244 $4.8M
RFG Advisory, LLC 0.16% Add +0.6% 83,089 $4.8M
Compagnie Lombard Odier SCmA 0.09% Reduce -4.6% 83,010 $4.8M
Meiji Yasuda Asset Management Co Ltd. 0.20% Add +13.2% 82,988 $4.8M
Focus Partners Wealth 0.04% Add +356.7% 82,913 $4.8M
AE Wealth Management LLC 0.05% Reduce -77.9% 80,729 $4.7M
Kingsview Wealth Management, LLC 0.12% Add +25.9% 80,161 $4.6M
Twin Capital Management Inc. 0.57% Reduce -6.1% 79,459 $4.6M
First Trust Direct Indexing L.P. 0.34% Add +8.6% 79,007 $4.6M
Central Pacific Bank - Trust Division 0.60% — 79,375 $4.6M
Argent Trust Co 0.21% Add +19.5% 78,694 $4.6M
Weik Capital Management 1.91% Reduce -0.6% 77,398 $4.5M
NJ State Employees Deferred Compensation Plan 0.57% No change 77,000 $4.5M
Verition Fund Management LLC 0.05% Reduce -2.1% 76,559 $4.4M
Prudential PLC 0.04% Reduce -58.5% 75,494 $4.4M
Thompson Siegel & Walmsley LLC 0.07% Reduce -64.4% 75,486 $4.4M
HighMark Wealth Management LLC 2.69% Reduce -0.1% 74,775 $4.3M
Wedbush Securities Inc. 0.16% Add +5.9% 74,687 $4.3M
Connable Office Inc. 0.49% Reduce -1.9% 74,363 $4.3M
Entropy Technologies, LP 0.46% New 74,183 $4.3M
Synovus Financial Corp. 0.05% Add +0.1% 72,910 $4.2M
Axxcess Wealth Management, LLC 0.12% Add +10.9% 72,567 $4.2M
Genus Capital Management Inc. 0.54% — 72,400 $4.2M
Daymark Wealth Partners, LLC 0.23% Add +7.3% 72,256 $4.2M
Banco Santander, S.A. 0.05% Reduce -27.3% 72,189 $4.2M
Bell & Brown Wealth Advisors, LLC 1.78% Reduce -24.5% 71,766 $4.2M
Park Avenue Securities LLC 0.05% Add +14.2% 71,737 $4.2M
Apollon Wealth Management, LLC 0.13% Add +2.3% 71,490 $4.1M
Bradley Foster & Sargent Inc. 0.07% Reduce -0.9% 71,465 $4.1M
Peapack Gladstone Financial Corp. 0.06% Reduce -6.9% 70,760 $4.1M
Lawson Kroeker Investment Management Inc. 0.77% Reduce -7.5% 70,115 $4.1M
AIA Group Ltd 0.13% Add +177.3% 69,892 $4.1M
Level Four Advisory Services, LLC 0.22% Add +7.3% 82,294 $4.1M
SWS Partners 1.20% Add +4.9% 69,507 $4.0M
Vestcor Inc 0.14% Reduce -11.3% 68,852 $4.0M
Welch & Forbes LLC 0.05% Add +0.7% 68,538 $4.0M
NWF Advisory Services Inc. 0.66% Reduce -17.7% 68,441 $4.0M
Greenleaf Trust 0.04% Reduce -3.3% 68,270 $4.0M
Culbertson A N & Co. Inc. 0.68% Reduce -1.8% 67,987 $3.9M
Karpas Strategies, LLC 1.20% Add +0.4% 66,470 $3.9M
Guardian Capital Advisors LP 0.41% Reduce -6.3% 67,022 $3.8M
Empower Advisory Group, LLC 0.01% Add +17.9% 65,571 $3.8M
Plato Investment Management Ltd 0.39% Add +1634.4% 65,490 $3.8M
Portside Wealth Group, LLC 0.69% Reduce -11.3% 64,564 $3.7M
Oldfather Financial Services, LLC 1.54% Reduce -0.4% 64,552 $3.7M
Sigma Planning Corp 0.12% Add +120.8% 64,339 $3.7M
HighPoint Advisor Group LLC 0.26% Add +2.5% 60,723 $3.7M
LGT Group Foundation 0.09% Reduce -19.8% 63,334 $3.7M
HB Wealth Management, LLC 0.05% Add +0.8% 62,908 $3.6M
Cullen/Frost Bankers, Inc. 0.05% Reduce -0.4% 62,855 $3.6M
DoubleLine ETF Adviser LP 0.92% Add +3.2% 62,659 $3.6M
Independent Advisor Alliance 0.13% Reduce -9.8% 62,557 $3.6M
Pinnacle Financial Partners Inc 0.08% Add +0.3% 61,314 $3.6M
Bleakley Financial Group, LLC 0.10% Reduce -4.8% 60,677 $3.5M
Waterloo Capital, L.P. 0.45% Add +20.7% 60,647 $3.5M
Lombard Odier Asset Management (Switzerland) SA 0.25% New 60,490 $3.5M
SVB Wealth LLC 0.08% Reduce -2.0% 59,911 $3.5M
Asio Capital, LLC 0.74% Reduce -28.0% 59,870 $3.5M
Avior Wealth Management, LLC 0.16% Add +19.3% 59,663 $3.5M
Focus Financial Network, Inc. 0.17% — 58,401 $3.4M
Williams Jones Wealth Management, LLC. 0.04% Add +1.9% 58,810 $3.4M
Investment Management Corp of Ontario 0.10% Reduce -62.4% 58,632 $3.4M
Qtron Investments LLC 0.48% Add +12.1% 58,292 $3.4M
Lowe Brockenbrough & Co. Inc. 0.22% Reduce -2.8% 57,383 $3.3M
Robertson Stephens Wealth Management, LLC 0.18% Add +16.8% 57,300 $3.3M
Moors & Cabot, Inc. 0.18% Add +0.3% 56,776 $3.3M
Cidel Asset Management Inc. 0.25% Reduce -1.8% 56,692 $3.3M
Signet Financial Management, LLC 0.45% Add +1.5% 56,683 $3.3M
Parcion Private Wealth LLC 0.29% No change 56,583 $3.3M
Choreo, LLC 0.08% Add +13.6% 56,495 $3.3M
Capital Investment Advisors, LLC 0.08% Reduce -0.1% 56,486 $3.3M
Profund Advisors LLC 0.13% Reduce -1.6% 56,182 $3.3M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +2.4% 55,519 $3.2M
Sequoia Financial Advisors, LLC 0.04% Reduce -33.0% 55,253 $3.2M
Mitchell Sinkler & Starr 0.80% Reduce -3.1% 55,125 $3.2M
Summit Trail Advisors, LLC 0.08% Add +5.7% 54,996 $3.2M
Capital International Sarl 0.11% Add +34.7% 54,824 $3.2M
Legato Capital Management LLC 0.38% No change 54,661 $3.2M
Selway Asset Management 1.27% No change 54,600 $3.2M
S&co Inc. 0.22% Reduce -5.6% 54,573 $3.2M
Perkins Coie Trust Co 0.74% Reduce -0.7% 54,363 $3.2M
Stonebridge Capital Advisors LLC 0.28% Reduce -3.1% 54,173 $3.1M
Qsemble Capital Management, LP 0.68% Reduce -57.5% 53,780 $3.1M
Quad-Cities Investment Group, LLC 1.81% Reduce -2.0% 53,295 $3.1M
Montag A & Associates Inc. 0.15% Reduce -8.9% 53,294 $3.1M
Cynosure Group, LLC 0.55% Reduce -52.3% 53,255 $3.1M
Buckingham Strategic Wealth, LLC 0.03% Reduce -1.3% 53,008 $3.1M
Capitolis Liquid Global Markets LLC 0.05% New 52,800 $3.1M
Haverford Trust Co 0.03% Add +25.1% 52,773 $3.1M
Checchi Capital Advisers, LLC 0.24% Add +2.9% 52,716 $3.1M
Oppenheimer & Co. Inc. 0.05% Add +30.4% 52,634 $3.1M
Trust Point Inc. 0.24% Add +3.4% 52,470 $3.0M
Clear Harbor Asset Management, LLC 0.27% No change 52,268 $3.0M
Signaturefd, LLC 0.06% Add +7.0% 52,244 $3.0M
SOL Capital Management CO 0.38% Reduce -2.8% 52,143 $3.0M
NorthRock Partners, LLC 0.12% Add +0.1% 52,124 $3.0M
D L Carlson Investment Group Inc. 0.58% Add +3.4% 51,579 $3.0M
Valeo Financial Advisors, LLC 0.11% Reduce -11.8% 49,255 $3.0M
Goelzer Investment Management, Inc. 0.17% Reduce -7.4% 51,498 $3.0M
CENTRAL TRUST Co 0.07% Reduce -5.0% 51,191 $3.0M
Huntington National Bank 0.03% Reduce -15.7% 51,092 $3.0M
Paradigm Asset Management Co. LLC 0.75% Reduce -2.6% 51,052 $3.0M
Jackson Hole Capital Partners, LLC 0.68% Add +3.7% 50,891 $2.9M
Kingswood Wealth Advisors, LLC 0.34% Reduce -4.9% 50,700 $2.9M
Van Leeuwen & Company, LLC 1.49% Reduce -10.0% 50,601 $2.9M
Transcend Capital Advisors, LLC 0.23% Add +3.1% 50,363 $2.9M
InterOcean Capital Group, LLC 0.07% Reduce -6.1% 50,299 $2.9M
Iat Reinsurance Co. LTD. 1.44% No change 50,000 $2.9M
Aft, Forsyth & Sober, LLC 1.03% Reduce -2.9% 50,000 $2.9M
Ally Financial Inc. 0.39% New 50,000 $2.9M
Associated Banc-Corp 0.09% Reduce -1.2% 49,998 $2.9M
Forum Financial Management, LP 0.05% Reduce -1.3% 49,938 $2.9M
FineMark National Bank & Trust 0.11% Add +9.6% 49,775 $2.9M
Global Retirement Partners, LLC 0.11% Add +2.7% 49,663 $2.9M
Clearstead Advisors, LLC 0.14% Reduce -5.1% 46,857 $2.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -4.7% 49,542 $2.9M
Capital Asset Advisory Services LLC 0.16% Add +16.3% 49,995 $2.9M
Waverly Advisors, LLC 0.07% Add +34.2% 49,364 $2.9M
Apexium Financial, LP 0.22% Reduce -50.0% 49,218 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 49,162 $2.8M
IMS Capital Management 1.33% Reduce -19.8% 49,133 $2.8M
Avestar Capital, LLC 0.33% Add +35.5% 49,013 $2.8M
Gotham Asset Management 0.04% Add +176.6% 48,953 $2.8M
Global Frontier Investments LLC 0.83% No change 48,661 $2.8M
LBP Am SA 0.11% Reduce -68.0% 48,634 $2.8M
Prime Capital Investment Advisors, LLC 0.04% Reduce -25.1% 48,308 $2.8M
Hamilton Capital Partners Inc. 0.34% Add +151.7% 48,070 $2.8M
Foster Group, Inc. 0.14% Add +1.9% 48,029 $2.8M
Meiji Yasuda Life Insurance Co 0.06% Add +0.5% 47,945 $2.8M
Stoneridge Investment Partners LLC 1.06% Reduce -58.8% 47,934 $2.8M
Coppell Advisory Solutions Corp. 0.52% — 47,851 $2.8M
Sumitomo Life Insurance Co. 0.07% Reduce -3.7% 47,786 $2.8M
Twin City Private Wealth, LLC 2.72% — 47,656 $2.8M
Somerset Group LLC 2.59% No change 47,629 $2.8M
Baker Tilly Wealth Management, LLC 0.50% Reduce -15.8% 47,498 $2.8M
B. Riley Wealth Advisors, Inc. 0.07% Add +22.7% 67,346 $2.8M
Trajan Wealth LLC 0.19% — 47,429 $2.7M
Fiduciary Family Office, LLC 1.08% Add +41.7% 47,312 $2.7M
OneDigital Investment Advisors LLC 0.04% Reduce -14.8% 47,209 $2.7M
Trust Asset Management LLC 0.24% Reduce -0.6% 47,042 $2.7M
Lincoln National Corp. 0.04% Add +5.9% 46,786 $2.7M
Walleye Capital LLC 0.03% Reduce -89.0% 46,765 $2.7M
Bison Wealth, LLC 0.44% Reduce -5.4% 46,706 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -81.9% 46,637 $2.7M
Ritholtz Wealth Management 0.09% Add +3.1% 46,535 $2.7M
Factorial Partners, LLC 1.53% Reduce -51.0% 46,400 $2.7M
Pavion Blue Capital, LLC 1.33% Reduce -0.5% 46,296 $2.7M
Patriot Financial Group Insurance Agency, LLC 0.43% Add +12.2% 46,279 $2.7M
Equitable Holdings, Inc. 0.03% Add +35.5% 46,110 $2.7M
Fiduciary Trust Co 0.04% Add +1.6% 46,068 $2.7M
Brighton Jones LLC 0.10% Add +29.1% 46,058 $2.7M
Pring Turner Capital Group Inc. 1.94% Reduce -2.6% 46,004 $2.7M
Union Heritage Capital, LLC 1.06% No change 45,970 $2.7M
Meeder Advisory Services, Inc. 0.27% Add +5.6% 45,925 $2.7M
HTLF Bank 0.31% Reduce -0.8% 45,898 $2.7M
Cohen Investment Advisors LLC 1.72% Add +12.2% 45,878 $2.7M
Paloma Partners Management Co 0.56% Add +79.3% 45,724 $2.7M
Argyle Capital Management, LLC 1.02% Reduce -4.9% 45,693 $2.6M
Peoples Bank 2.07% Reduce -5.1% 45,649 $2.6M
Capital Investment Counsel, Inc 0.45% Reduce -17.0% 45,181 $2.6M
Avitas Wealth Management LLC 0.40% New 45,177 $2.6M
Kuhn & Co Investment Counsel 2.46% No change 45,101 $2.6M
3Chopt Investment Partners, LLC 1.07% Add +9.0% 44,926 $2.6M
Slagle Financial, LLC 1.41% Reduce -67.6% 44,862 $2.6M
Mount Lucas Management LP 0.87% Reduce -7.8% 44,729 $2.6M
Joel Isaacson & Co., LLC 0.14% Add +38.8% 44,667 $2.6M
Alaska Permanent Fund Corp 0.04% Reduce -18.4% 44,645 $2.6M
Moneco Advisors, LLC 0.41% Add +551.5% 44,568 $2.6M
White Pine Capital LLC 0.98% Reduce -2.0% 43,544 $2.6M
IFP Advisors, Inc 0.11% Reduce -1.1% 44,534 $2.6M
Snowden Capital Advisors LLC 0.08% Reduce -2.4% 44,477 $2.6M
First National Advisers, LLC 0.58% Add +27.4% 49,459 $2.6M
Easterly Investment Partners LLC 0.20% Reduce -4.1% 44,309 $2.6M
Vaughan Nelson Investment Management, L.P. 0.02% No change 44,305 $2.6M
Vise Technologies, Inc. 0.50% Reduce -18.6% 44,221 $2.6M
Convergence Investment Partners, LLC 0.98% Add +5.8% 44,024 $2.6M
Insigneo Advisory Services, LLC 0.30% Add +5.4% 43,813 $2.5M
Bank of Stockton 0.78% Reduce -0.2% 43,651 $2.5M
UMB Bank, n.a. 0.04% Reduce -86.8% 43,325 $2.5M
Brown Brothers Harriman & Co. 0.02% Reduce -16.1% 42,837 $2.5M
WCG Wealth Advisors LLC 0.21% Reduce -22.4% 42,743 $2.5M
Premier Path Wealth Partners, LLC 0.47% Add +1.7% 42,668 $2.5M
Xcel Wealth Management, LLC 0.78% Reduce -2.8% 42,579 $2.5M
Franklin Street Advisors Inc. 0.18% Add +0.4% 42,558 $2.5M
GS Investments, Inc. 1.19% No change 42,400 $2.5M
Alpha DNA Investment Management LLC 1.34% Reduce -53.9% 42,247 $2.4M
Meridian Wealth Partners, LLC 0.44% Add +0.6% 42,175 $2.4M
Centaurus Financial, Inc. 0.17% Reduce -4.9% 42,131 $2.4M
Pitcairn Co. 0.16% Reduce -10.2% 41,891 $2.4M
Advisors Asset Management, Inc. 0.05% Add +8.9% 41,715 $2.4M
Geneos Wealth Management Inc. 0.11% Add +3.3% 41,699 $2.4M
Naviter Wealth, LLC 0.39% Reduce -4.2% 41,594 $2.4M
Choate Investment Advisors 0.06% Reduce -7.9% 41,586 $2.4M
Round Hill Asset Management 1.46% Reduce -0.6% 41,547 $2.4M
YHB Investment Advisors, Inc. 0.21% Reduce -12.2% 41,314 $2.4M
Smith Salley Wealth Management 0.19% Reduce -31.8% 41,231 $2.4M
Wynn Capital, LLC 1.85% Reduce -1.8% 41,224 $2.4M
United Asset Strategies, Inc. 0.24% Reduce -2.4% 41,180 $2.4M
Thompson Investment Management, Inc. 0.36% Reduce -64.0% 41,114 $2.4M
River Global Investors LLP 0.60% Reduce -47.6% 41,061 $2.4M
Shayne & Jacobs, LLC 0.65% No change 40,977 $2.4M
HM Payson & Co. 0.04% Reduce -1.2% 40,804 $2.4M
KCM Investment Advisors LLC 0.09% Reduce -9.9% 40,608 $2.4M
Tower Bridge Advisors 0.24% Reduce -69.1% 40,471 $2.3M
Elevation Point Wealth Partners, LLC 0.18% Reduce -8.0% 40,409 $2.3M
Banque Cantonale Vaudoise 0.09% Add +7.9% 40,406 $2.3M
Burney Co./ 0.09% Reduce -9.6% 40,394 $2.3M
Wesbanco Bank Inc. 0.09% Add +25.9% 40,298 $2.3M
Hedges Asset Management LLC 1.63% No change 40,100 $2.3M
Caprock Group, LLC 0.13% Add +4.3% 40,094 $2.3M
NBT Bank, N.A. 0.17% Reduce -7.5% 40,069 $2.3M
Focus Partners Advisor Solutions, LLC 0.07% Add +133.8% 39,907 $2.3M
Schwarz Dygos Wheeler Investment Advisors LLC 0.66% Reduce -1.3% 39,900 $2.3M
Pallas Capital Advisors LLC 0.10% Add +0.7% 39,778 $2.3M
Cornercap Investment Counsel Inc. 0.35% New 39,432 $2.3M
Engineers Gate Manager LP 0.06% Reduce -44.5% 39,313 $2.3M
HF Advisory Group, LLC 1.27% Add +15.0% 39,203 $2.3M
St. Louis Financial Planners Asset Management, LLC 2.03% Reduce -13.4% 39,567 $2.3M
Stonegate Investment Group, LLC 0.07% Add +5.2% 38,925 $2.3M
Heartland Advisors Inc. 0.12% Add +0.6% 38,864 $2.3M
Cunning Capital Partners, LP 1.24% No change 38,675 $2.2M
Schnieders Capital Management LLC 0.47% Reduce -6.2% 38,554 $2.2M
Cigna Investments Inc. 0.42% Reduce -2.2% 38,211 $2.2M
PICTET BANK & TRUST Ltd 2.32% Reduce -11.9% 38,015 $2.2M
Venture Visionary Partners LLC 0.10% Add +6.5% 37,998 $2.2M
Stableford Capital II LLC 0.88% Reduce -21.0% 37,951 $2.2M
Crestwood Advisors Group, LLC 0.05% Add +0.4% 37,899 $2.2M
Evercore Wealth Management, LLC 0.03% Reduce -0.3% 37,848 $2.2M
Aspen Grove Capital, LLC 0.62% Reduce -33.8% 37,627 $2.2M
Triangle Securities Wealth Management 0.62% Reduce -0.1% 37,517 $2.2M
Yarbrough Capital, LLC 0.09% No change 37,485 $2.2M
Shell Asset Management Co. 0.10% Add +39.8% 36,470 $2.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.36% Add +0.3% 37,177 $2.2M
First Citizens Bank & Trust Co. 0.04% Add +52.7% 37,113 $2.2M
Vident Advisory, LLC 0.04% Add +15.9% 36,947 $2.1M
Marks Group Wealth Management, Inc 0.22% Reduce -9.5% 36,893 $2.1M
Atom Investors LP 0.27% Add +76.0% 36,831 $2.1M
Quadrant Capital Group LLC 0.17% Reduce -11.0% 36,738 $2.1M
Adero Partners, LLC 0.16% Add +60.2% 36,616 $2.1M
Azimuth Capital Investment Management LLC 0.09% Reduce -0.5% 36,558 $2.1M
Keystone Wealth Services, LLC 0.68% Reduce -0.3% 36,076 $2.1M
Hyman Charles D 0.11% Reduce -5.5% 35,801 $2.1M
Ballentine Partners, LLC 0.04% Add +5.4% 35,785 $2.1M
Portfolio Design Labs, LLC 0.70% New 35,776 $2.1M
Oarsman Capital, Inc. 0.50% Reduce -8.9% 35,771 $2.1M
Ascent Group, LLC 0.18% Add +295.6% 35,587 $2.1M
Marotta Asset Management 0.42% No change 35,181 $2.0M
Moody National Bank Trust Division 0.16% Add +1.0% 35,175 $2.0M
Alpha Cubed Investments, LLC 0.11% Add +0.8% 35,034 $2.0M
Peak Asset Management, LLC 0.40% No change 34,879 $2.0M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -12.9% 34,680 $2.0M
American Money Management, LLC 0.42% No change 34,626 $2.0M
Johnson Financial Group, Inc. 0.11% Reduce -9.8% 34,578 $2.0M
Grey Street Capital, LLC 0.27% Add +285.1% 34,513 $2.0M
Pearl River Capital, LLC 0.31% Add +131.7% 34,367 $2.0M
Voya Financial Advisors, Inc. 0.23% Add +14.1% 34,515 $2.0M
Ethic Inc. 0.05% Add +4.6% 34,093 $2.0M
Miller Investment Management, LP 0.25% No change 34,082 $2.0M
Iams Wealth Management, LLC 1.21% Reduce -7.0% 36,098 $2.0M
Country Club Bank 0.14% Reduce -0.6% 33,822 $2.0M
Auxier Asset Management LLC 0.30% Reduce -2.7% 33,752 $2.0M
Duff & Phelps Investment Management Co. 0.02% Add +4.6% 33,566 $1.9M
Concurrent Investment Advisors, LLC 0.08% Add +4.5% 33,525 $1.9M
Carret Asset Management, LLC 0.23% Reduce -2.5% 33,397 $1.9M
Silvant Capital Management LLC 0.09% Add +4.4% 33,230 $1.9M
Balyasny Asset Management L.P. 0.01% Reduce -84.3% 33,230 $1.9M
AlphaStar Capital Management, LLC 0.20% Add +24.5% 33,220 $1.9M
Norden Group LLC 0.39% Add +24.9% 32,903 $1.9M
Bennett Selby Investments LP 0.89% Reduce -3.2% 32,768 $1.9M
Diversify Advisory Services, LLC 0.11% — 32,864 $1.9M
Bank Pictet & Cie (asia) Ltd. 1.04% Reduce -48.8% 32,600 $1.9M
Supplemental Annuity Collective Trust of NJ 0.58% No change 32,200 $1.9M
Cullinan Associates Inc. 0.10% Reduce -0.9% 32,145 $1.9M
Applied Capital LLC 1.52% Add +0.1% 32,134 $1.9M
Mine & Arao Wealth Creation & Management, LLC. 0.92% Add +0.5% 32,068 $1.9M
AF Advisors, Inc. 0.40% No change 32,040 $1.9M
Boothbay Fund Management, LLC 0.06% Add +98.1% 32,024 $1.9M
Parallel Advisors, LLC 0.05% Add +6.9% 31,993 $1.9M
Coldstream Capital Management Inc. 0.05% Add +0.4% 31,924 $1.9M
Smith Shellnut Wilson LLC 0.98% No change 31,856 $1.8M
Jump Financial, LLC 0.05% Reduce -53.1% 31,852 $1.8M
SYSTM Wealth Solutions LLC 0.23% Reduce -2.8% 31,733 $1.8M
Northwest Capital Management Inc 0.59% Reduce -2.8% 31,695 $1.8M
Granite Investment Partners, LLC 0.07% No change 31,587 $1.8M
Wrapmanager Inc. 0.51% Add +22.6% 31,579 $1.8M
Massachusetts Wealth Management 1.29% Add +1.8% 31,577 $1.8M
Dynamic Advisor Solutions LLC 0.06% Reduce -28.5% 31,181 $1.8M
Mgo One Seven LLC 0.09% Reduce -12.2% 31,122 $1.8M
Teza Capital Management LLC 0.24% Reduce -50.9% 31,001 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -0.9% 30,867 $1.8M
Integrated Advisors Network LLC 0.09% Add +9.1% 30,736 $1.8M
Rehmann Capital Advisory Group 0.13% Add +3.0% 30,501 $1.8M
Conning Inc. 0.06% Reduce -2.4% 30,471 $1.8M
Jones Financial Companies LLLP 0.00% Add +104.7% 30,466 $1.8M
ZWJ Investment Counsel Inc. 0.08% Add +50.0% 30,448 $1.8M
Wilkinson Global Asset Management LLC 0.11% No change 30,400 $1.8M
Founders Financial Securities LLC 0.18% Reduce -1.4% 30,295 $1.8M
J.W. Cole Advisors, Inc. 0.09% Reduce -3.6% 30,154 $1.7M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -2.5% 30,130 $1.7M
Sendero Wealth Management, LLC 0.30% Reduce -67.5% 30,105 $1.7M
Scott & Selber, Inc. 0.59% Add +0.2% 30,069 $1.7M
Mystic Asset Management, Inc. 0.72% Reduce -3.5% 30,057 $1.7M
MYDA Advisors LLC 0.61% New 30,000 $1.7M
Greenwood Capital Associates LLC 0.23% Reduce -5.1% 29,852 $1.7M
Pacifica Partners Inc. 0.77% Reduce -0.7% 30,508 $1.7M
Shelton Wealth Management, LLC 1.08% Add +0.1% 29,567 $1.7M
Capital Fund Management S.A. 0.02% Reduce -89.5% 29,551 $1.7M
Nvwm, LLC 0.47% Reduce -1.6% 29,522 $1.7M
CWA Asset Management Group, LLC 0.10% Add +407.8% 29,438 $1.7M
Vista Investment Management 0.69% Reduce -4.9% 29,404 $1.7M
Dynasty Wealth Management, LLC 0.05% — 29,316 $1.7M
Silvercrest Asset Management Group LLC 0.01% Add +23.9% 29,090 $1.7M
Foundations Investment Advisors, LLC 0.04% Reduce -4.5% 29,046 $1.7M
Meridian Investment Counsel Inc. 0.56% Reduce -2.5% 28,892 $1.7M
Tradition Wealth Management, LLC 0.17% Reduce -0.4% 28,817 $1.7M
Nicolet Advisory Services, LLC 0.17% Add +7.0% 28,861 $1.7M
Hoylecohen, LLC 0.13% Add +0.0% 28,471 $1.7M
Whittier Trust Co. of Nevada Inc. 0.05% Add +11.2% 28,328 $1.6M
N.E.W. Advisory Services LLC 0.18% Add +0.5% 28,200 $1.6M
Benjamin F. Edwards & Company, Inc. 0.03% Add +4.7% 28,112 $1.6M
Strategic Planning Group, LLC 0.41% Add +9.7% 28,025 $1.6M
Lummis Asset Management, LP 2.17% Reduce -18.0% 27,878 $1.6M
Marco Investment Management LLC 0.15% No change 27,701 $1.6M
Kerrisdale Advisers, LLC 0.50% Reduce -61.9% 27,696 $1.6M
Argent Advisors, Inc. 0.63% Add +4.6% 27,639 $1.6M
Blue Trust, Inc. 0.02% Add +8.7% 27,506 $1.6M
Eos Management, L.P. 0.66% No change 27,500 $1.6M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -8.4% 27,491 $1.6M
Chemistry Wealth Management LLC 0.43% Reduce -1.6% 27,370 $1.6M
Cinctive Capital Management LP 0.08% New 27,352 $1.6M
Jeppson Wealth Management, LLC 0.61% Reduce -1.4% 27,317 $1.6M
Harbour Investments, Inc. 0.06% Add +1.4% 27,276 $1.6M
Inceptionr LLC 0.41% New 27,249 $1.6M
Evergreen Capital Management LLC 0.06% Reduce -5.4% 27,240 $1.6M
Everett Harris & Co. 0.02% Reduce -2.5% 27,229 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +154.2% 27,222 $1.6M
Cove Street Capital, LLC 0.50% Reduce -20.0% 27,200 $1.6M
Northside Capital Management, LLC 0.28% No change 27,127 $1.6M
National Philanthropic Trust 0.03% Reduce -2.9% 27,115 $1.6M
Schechter Investment Advisors, LLC 0.12% Reduce -12.9% 26,987 $1.6M
Resources Management Corp. /CT/ 0.23% Reduce -7.5% 26,975 $1.6M
Verdence Capital Advisors LLC 0.14% Add +49.6% 26,835 $1.6M
Citizens National Bank Trust Department 0.36% Add +2.2% 26,827 $1.6M
Fiduciary Group, LLC 0.17% Add +0.2% 26,793 $1.6M
Main Street Research LLC 0.10% Add +30.9% 26,644 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.51% Reduce -7.6% 26,623 $1.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -35.5% 26,638 $1.5M
Rothschild Investment LLC 0.11% Add +0.8% 26,610 $1.5M
Chicago Partners Investment Group LLC 0.07% Reduce -1.9% 25,280 $1.5M
Moneta Group Investment Advisors LLC 0.03% Add +17.3% 26,479 $1.5M
Brevan Howard Capital Management LP 0.14% Reduce -25.7% 26,314 $1.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.32% New 26,000 $1.5M
Beese Fulmer Investment Management, Inc. 0.14% Reduce -8.0% 25,971 $1.5M
Wright Investors Service Inc. 0.38% Reduce -2.4% 25,815 $1.5M
Aspiriant, LLC 0.06% Reduce -2.8% 25,601 $1.5M
Neville Rodie & Shaw Inc. 0.11% Reduce -3.8% 25,553 $1.5M
Holderness Investments Co. 0.36% Reduce -0.4% 25,505 $1.5M
Catalyst Funds Management Pty Ltd 0.41% — 25,500 $1.5M
Trinity Financial Advisors LLC 0.66% Reduce -5.0% 25,433 $1.5M
Sterling Investment Management, LLC 1.04% Reduce -1.9% 25,337 $1.5M
Diversified Trust Co. 0.04% Reduce -15.6% 25,322 $1.5M
Valley National Advisers Inc. 0.22% Reduce -0.6% 25,323 $1.5M
Islay Capital Management, LLC 1.10% Reduce -0.5% 25,290 $1.5M
LJI Wealth Management, LLC 0.38% Reduce -2.2% 25,159 $1.5M
Aspire Private Capital, LLC 0.38% Add +9.2% 25,153 $1.5M
London Co. of Virginia 0.01% Reduce -51.0% 25,087 $1.5M
Lake Street Advisors Group, LLC 0.07% Add +12.8% 24,921 $1.4M
GAMMA Investing LLC 0.29% Add +20.5% 24,741 $1.4M
Tealwood Asset Management Inc. 0.65% No change 24,730 $1.4M
TRUE Private Wealth Advisors 0.16% Reduce -4.4% 24,585 $1.4M
Cadinha & Co. LLC 0.24% No change 24,572 $1.4M
First Financial Bank - Trust Division 0.14% Reduce -1.3% 24,564 $1.4M
OneAscent Financial Services LLC 0.16% Reduce -2.0% 24,549 $1.4M
Realta Investment Advisors 0.29% Reduce -5.2% 24,515 $1.4M
CW Advisors, LLC 0.02% Add +7.9% 24,512 $1.4M
GHP Investment Advisors, Inc. 0.07% Add +2.4% 24,488 $1.4M
First Horizon Advisors, Inc. 0.04% Add +3.1% 24,475 $1.4M
PCJ Investment Counsel Ltd. 0.47% Reduce -2.6% 24,360 $1.4M
Thomasville National Bank 0.12% Reduce -4.1% 24,256 $1.4M
Modera Wealth Management, LLC 0.02% Add +1.5% 24,237 $1.4M
Leavell Investment Management, Inc. 0.08% Add +2.1% 24,079 $1.4M
Pinnacle Bancorp, Inc. 0.41% Reduce -0.4% 24,036 $1.4M
Mountain Pacific Investment Advisers LLC 0.08% Reduce -11.1% 23,943 $1.4M
RIA Advisory Group LLC 0.56% New 23,930 $1.4M
Insight Advisors, LLC/ PA 0.27% Add +0.3% 23,922 $1.4M
Veltria Advisors Corp. 0.36% New 23,901 $1.4M
Balentine LLC 0.04% Add +20.6% 23,855 $1.4M
FDx Advisors, Inc. 0.21% Reduce -66.8% 23,805 $1.4M
Trust Co. of Toledo NA 0.22% Reduce -7.2% 23,740 $1.4M
Laurel Wealth Advisors LLC 0.24% Add +1.8% 23,727 $1.4M
Sweeney & Michel, LLC 0.61% — 22,166 $1.4M
Lanark Financial, Inc. 0.13% Reduce -1.9% 23,592 $1.4M
First City Capital Management, Inc. 0.76% Add +0.7% 23,526 $1.4M
Degroof Petercam Asset Management 0.02% No change 23,500 $1.4M
Fulton Bank, N.A. 0.06% Add +3.0% 23,485 $1.4M
Great Valley Advisor Group, Inc. 0.04% Add +3.6% 23,437 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.49% Add +15.2% 23,373 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -5.0% 23,333 $1.4M
Argus Investors' Counsel, Inc. 0.83% Reduce -0.4% 23,286 $1.3M
Sherbrooke Park Advisers LLC 0.26% Add +134.2% 23,265 $1.3M
Aerodigm Wealth, LLC 0.54% Reduce -37.9% 23,218 $1.3M
WASHINGTON TRUST Co 0.05% Add +0.1% 23,143 $1.3M
Rossmore Private Capital 0.17% Add +2.2% 22,975 $1.3M
GTS Securities LLC 0.04% Reduce -85.0% 22,954 $1.3M
Group One Trading LLC 0.05% Reduce -96.3% 22,932 $1.3M
Duality Advisers, LP 0.13% Reduce -78.4% 22,927 $1.3M
Davidson Trust Co. 0.77% Reduce -3.8% 22,885 $1.3M
Baker Avenue Asset Management, LP 0.05% Reduce -15.8% 22,836 $1.3M
Drive Wealth Management, LLC 0.37% Reduce -4.2% 22,786 $1.3M
Buffington Mohr McNeal 0.24% Reduce -6.2% 22,783 $1.3M
Sunbelt Securities, Inc. 0.15% Reduce -3.3% 22,695 $1.3M
Great Lakes Retirement, Inc. 0.19% Reduce -0.4% 22,683 $1.3M
Murphy Pohlad Asset Management LLC 0.51% Reduce -5.0% 22,670 $1.3M
Fisher Asset Management 0.00% Add +8.3% 22,636 $1.3M
Pflug Koory, LLC 0.09% No change 22,554 $1.3M
Westmount Partners, LLC 0.47% Add +0.5% 22,475 $1.3M
Citadel Investment Advisory, Inc. 0.73% Reduce -9.1% 22,436 $1.3M
Sheaff Brock Investment Advisors, LLC 0.10% Reduce -5.4% 22,396 $1.3M
One Capital Management, LLC 0.05% Reduce -38.3% 22,378 $1.3M
Martin & Co. Inc. 0.32% Reduce -3.4% 22,304 $1.3M
Soltis Investment Advisors LLC 0.14% Reduce -1.5% 22,253 $1.3M
Louisbourg Investments Inc. 0.36% Reduce -0.3% 29,244 $1.3M
Private Trust Co. NA 0.14% Reduce -1.1% 22,164 $1.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.32% Reduce -3.9% 22,103 $1.3M
Cetera Trust Company, N.A 0.77% Reduce -0.9% 22,078 $1.3M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -27.9% 22,070 $1.3M
Wunderlich Capital Managemnt 0.58% Reduce -4.2% 22,046 $1.3M
BNP Paribas 0.06% — 22,000 $1.3M
Jaffetilchin Investment Partners, LLC 0.11% Add +0.6% 21,996 $1.3M
Ruffer LLP 0.05% No change 22,000 $1.3M
Foresight Global Investors, Inc. 0.62% Add +14.7% 21,820 $1.3M
Sawyer & Company, Inc 0.50% Reduce -1.5% 21,775 $1.3M
Clarius Group, LLC 0.09% Reduce -12.6% 21,759 $1.3M
MassMutual Private Wealth & Trust, FSB 0.04% Add +1.2% 21,756 $1.3M
Unique Wealth Strategies, LLC 0.62% Add +16.4% 21,712 $1.3M
Wealthspire Advisors, LLC 0.02% Reduce -47.0% 21,629 $1.3M
Retireful, LLC 0.52% New 21,623 $1.3M
Independent Financial Group, LLC 0.06% Reduce -5.5% 21,535 $1.2M
Aptus Capital Advisors, LLC 0.03% Add +30.6% 21,533 $1.2M
Spire Wealth Management 0.02% Add +6.2% 21,373 $1.2M
Seneca Financial Advisors LLC 0.66% No change 21,273 $1.2M
Carnegie Investment Counsel 0.04% Reduce -3.1% 21,230 $1.2M
Graves Light Lenhart Wealth, Inc. 0.14% Reduce -1.9% 21,102 $1.2M
Sompo Asset Management Co., Ltd. 0.20% Add +14.1% 21,000 $1.2M
Affinity Investment Advisors, LLC 0.89% Reduce -3.9% 20,992 $1.2M
BBR Partners, LLC 0.10% Add +79.8% 20,975 $1.2M
Lazari Capital Management, Inc. 0.66% Reduce -8.2% 20,938 $1.2M
Kennedy Investment Group, Inc. 0.65% Reduce -0.1% 20,905 $1.2M
IHT Wealth Management, LLC 0.05% Add +7.2% 20,846 $1.2M
Sentry Investment Management LLC 0.47% Add +43.2% 20,840 $1.2M
Fort Sheridan Advisors LLC 0.23% Reduce -30.4% 20,745 $1.2M
First Bank & Trust 0.25% Reduce -13.5% 20,732 $1.2M
L. Roy Papp & Associates, LLP 0.14% Add +270.6% 20,633 $1.2M
Excalibur Management Corp. 0.51% Add +0.4% 20,571 $1.2M
W1M Asset Management Ltd 0.09% Add +0.4% 20,556 $1.2M
Courier Capital LLC 0.09% Reduce -3.5% 20,541 $1.2M
Sepio Capital, LP 0.10% Reduce -4.0% 20,527 $1.2M
HBK Sorce Advisory LLC 0.04% Reduce -0.3% 20,483 $1.2M
Apella Capital, LLC 0.06% Add +0.8% 20,608 $1.2M
Composition Wealth, LLC 0.03% Add +1.2% 20,454 $1.2M
Mutual Advisors, LLC 0.04% Add +21.4% 20,431 $1.2M
Essex Financial Services, Inc. 0.11% Add +9.5% 20,390 $1.2M
Brooklyn Investment Group 0.51% Reduce -2.4% 20,442 $1.2M
1834 Investment Advisors Co. 0.14% Add +10.7% 20,306 $1.2M
Prudent Man Advisors, LLC 0.44% Reduce -7.3% 20,255 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.28% Add +2.6% 20,221 $1.2M
LS Investment Advisors, LLC 0.19% No change 20,213 $1.2M
Lindbrook Capital, LLC 0.11% Reduce -1.5% 20,198 $1.2M
XML Financial, LLC 0.12% Reduce -0.5% 20,189 $1.2M
Private Wealth Group, LLC 0.60% No change 20,112 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.55% Reduce -7.6% 20,047 $1.2M
E Fund Management Co., Ltd. 0.07% Add +249.0% 20,003 $1.2M
Harbor Advisors LLC 0.21% No change 20,000 $1.2M
Chou Associates Management Inc. 1.35% No change 19,542 $1.2M
Sage Rhino Capital LLC 0.27% Reduce -1.9% 19,939 $1.2M
Kanawha Capital Management LLC 0.09% Add +9.6% 19,926 $1.2M
Castle Rock Wealth Management, LLC 0.31% Reduce -0.8% 19,353 $1.2M
LexAurum Advisors, LLC 0.29% Reduce -0.5% 19,847 $1.2M
CX Institutional 0.06% Reduce -2.3% 19,808 $1.1M
Fox Run Management, L.L.C. 0.25% Reduce -39.4% 19,758 $1.1M
Citizens Financial Group Inc. 0.04% Reduce -3.2% 19,730 $1.1M
Csenge Advisory Group 0.06% Reduce -0.4% 19,728 $1.1M
Chiron Capital Management, LLC 1.04% Reduce -34.6% 19,713 $1.1M
VELA Investment Management, LLC 0.42% Reduce -6.6% 19,685 $1.1M
JT Stratford LLC 0.23% Add +37.2% 19,642 $1.1M
Ransom Advisory, Ltd 0.61% — 19,586 $1.1M
Leonteq Securities AG 0.15% Add +52.3% 19,582 $1.1M
Ceeto Capital Group, LLC 0.46% No change 19,503 $1.1M
Brookstone Capital Management 0.02% Add +6.9% 19,476 $1.1M
Telos Capital Management, Inc. 0.13% Reduce -4.9% 19,391 $1.1M
Eisler Capital (UK) Ltd. 0.14% Reduce -85.2% 19,317 $1.1M
DMC Group, LLC 0.97% Add +5.5% 19,273 $1.1M
American State Bank (Iowa) 0.75% Reduce -8.5% 19,204 $1.1M
Capital Investment Advisory Services, LLC 0.12% Reduce -6.2% 19,151 $1.1M
Busey Bank 0.04% Reduce -2.5% 19,151 $1.1M
Mengis Capital Management, Inc. 0.17% Add +69.6% 19,135 $1.1M
Principle Wealth Partners LLC 0.09% Add +7.3% 19,081 $1.1M
Investors Research Corp 0.26% Reduce -2.2% 19,013 $1.1M
L2 Asset Management, LLC 0.36% Add +35.4% 18,984 $1.1M
Annandale Capital, LLC 0.25% Add +0.0% 18,908 $1.1M
AlTi Global, Inc. 0.03% Add +181.5% 18,876 $1.1M
Symmetry Partners, LLC 0.09% No change 18,870 $1.1M
Alps Advisors Inc. 0.01% Reduce -29.3% 18,854 $1.1M
Capstone Investment Advisors, LLC 0.04% Reduce -76.3% 18,827 $1.1M
Sentry LLC 0.21% No change 18,784 $1.1M
Syon Capital LLC 0.10% Add +4.2% 18,770 $1.1M
EverSource Wealth Advisors, LLC 0.09% Reduce -2.1% 18,322 $1.1M
Becker Capital Management Inc. 0.04% Add +21.0% 18,675 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -0.4% 18,651 $1.1M
First National Trust Co 0.04% Add +2.2% 18,630 $1.1M
Ancora Advisors LLC 0.02% Reduce -35.2% 18,628 $1.1M
Belpointe Asset Management LLC 0.08% Add +46.6% 18,625 $1.1M
BLB&B Advisors, LLC 0.06% Reduce -1.8% 18,593 $1.1M
Arete Wealth Advisors, LLC 0.10% Reduce -9.0% 18,593 $1.1M
One Wealth Advisors, LLC 0.19% Add +41.8% 18,586 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.62% Reduce -1.5% 18,518 $1.1M
GeoWealth Management, LLC 0.04% Add +75.5% 18,429 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -94.3% 18,429 $1.1M
Quilter Plc 0.03% Reduce -1.2% 18,413 $1.1M
Fidelis Capital Partners, LLC 0.16% Reduce -22.1% 18,390 $1.1M
Compound Planning, Inc. 0.10% Add +32.6% 18,376 $1.1M
Lodestar Private Asset Management LLC 0.15% Add +5.1% 18,355 $1.1M
Analyst IMS Investment Management Services Ltd. 0.05% Add +22.2% 18,328 $1.1M
Retirement Planning Co of New England, Inc. 0.58% Reduce -50.1% 18,319 $1.1M
Wolverine Trading, LLC 0.01% Reduce -95.4% 18,317 $1.1M
RNC Capital Management LLC 0.06% Reduce -15.7% 18,264 $1.1M
LifePlan Financial, LLC 0.97% Reduce -9.2% 18,252 $1.1M
Stewart & Patten Co. LLC 0.16% Reduce -1.9% 18,170 $1.1M
Palisade Asset Management, LLC 0.10% Add +2.8% 18,113 $1.0M
Regents of the University of California 0.30% No change 18,106 $1.0M
Caldwell Trust Co 0.12% Reduce -2.7% 18,023 $1.0M
Barbara Oil Co. 0.44% No change 18,000 $1.0M
WP Advisors, LLC 0.34% Add +0.6% 17,995 $1.0M
Jacobi Capital Management LLC 0.10% Add +33.6% 17,954 $1.0M
Financial Partners Group, LLC 0.40% Reduce -2.6% 17,932 $1.0M
Equitable Trust Co. 0.07% Reduce -3.1% 17,875 $1.0M
Cornerstone Wealth Management, LLC 0.08% Reduce -0.6% 17,828 $1.0M
Mirabella Financial Services LLP 0.07% New 17,770 $1.0M
Exencial Wealth Advisors, LLC 0.04% Add +87.6% 17,768 $1.0M
StoneX Group Inc. 0.09% Add +54.7% 17,756 $1.0M
Gryphon Financial Partners LLC 0.17% Reduce -32.9% 17,750 $1.0M
Wharton Business Group, LLC 0.05% No change 17,700 $1.0M
Personal Cfo Solutions, LLC 0.16% Reduce -13.2% 17,697 $1.0M
Two Sigma Securities, LLC 0.05% Reduce -88.4% 17,652 $1.0M
Summit Financial Group, Inc. 0.36% No change 17,635 $1.0M
SteelPeak Wealth, LLC 0.05% Reduce -79.3% 17,614 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +13.1% 17,612 $1.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -9.3% 17,569 $1.0M
Salem Investment Counselors Inc. 0.03% Reduce -16.2% 17,523 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +36.0% 17,498 $1.0M
Wallace Advisory Group, LLC 0.76% Reduce -0.1% 20,585 $1.0M
Greatmark Investment Partners, Inc. 0.14% Reduce -1.4% 17,473 $1.0M
Diligent Investors, LLC 0.25% Reduce -3.4% 17,339 $1.0M
Knuff & Co LLC 0.34% Add +30.1% 17,304 $1.0M
V-Square Quantitative Management LLC 0.14% No change 17,295 $1.0M
Ramiah Investment Group 0.93% Reduce -4.3% 17,142 $994K
Keystone Financial Services 0.43% Add +6.3% 17,119 $992K
SeaCrest Wealth Management, LLC 0.12% Reduce -46.5% 17,032 $987K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -0.3% 17,028 $987K
Garrison Point Advisors, LLC 0.63% Add +1.8% 17,026 $987K
GM Advisory Group, LLC 0.07% Add +0.9% 16,924 $981K
Breakwater Capital Group 0.25% Add +9.4% 16,906 $980K
Intrinsic Value Partners, LLC 1.04% Reduce -2.5% 16,875 $978K
Sittner & Nelson, LLC 0.49% Reduce -1.6% 16,851 $977K
Fragasso Financial Advisors Inc 0.08% Reduce -0.9% 16,842 $976K
LMCG Investments, LLC 0.06% Reduce -2.5% 16,817 $975K
Washington Trust Bank 0.09% Add +80.3% 16,782 $973K
Dakota Wealth Management 0.02% Add +14.7% 16,729 $970K
Boltwood Capital Management 0.30% No change 16,700 $968K
Douglass Winthrop Advisors, LLC 0.02% Add +1.5% 16,650 $965K
Marcum Wealth, LLC 0.10% Reduce -1.7% 16,594 $962K
Nicolet Bankshares Inc. 0.20% Add +4.2% 16,581 $961K
AdvisorNet Financial, Inc 0.09% Reduce -5.1% 16,580 $961K
Harvest Fund Management Co., Ltd 0.09% Add +228.0% 16,566 $960K
1ST Source Bank 0.06% Reduce -6.3% 16,471 $955K
Curi Capital, LLC 0.02% Reduce -85.9% 16,422 $952K
Perennial Advisors, LLC 0.22% No change 16,381 $949K
Pinnacle Wealth Planning Services, Inc. 0.14% Reduce -50.6% 16,379 $949K
JFS Wealth Advisors, LLC 0.08% Add +0.2% 16,318 $946K
Lipe & Dalton 0.49% Reduce -5.8% 16,300 $945K
Heartland Bank & Trust Co 0.55% Reduce -0.4% 16,280 $944K
Lantz Financial LLC 0.30% Reduce -1.4% 16,241 $941K
Nomura Holdings Inc. 0.01% Reduce -81.1% 16,160 $937K
Pure Financial Advisors, LLC 0.03% Reduce -7.3% 16,115 $934K
Sather Financial Group Inc 0.07% Reduce -97.9% 16,109 $934K
Studio Investment Management LLC 0.22% Reduce -7.1% 16,085 $932K
Hexagon Capital Partners LLC 0.21% Reduce -15.2% 16,080 $932K
Wealthspire Retirement, LLC 0.08% Add +275.1% 16,028 $929K
Commerzbank Aktiengesellschaft 0.03% Add +35.4% 16,012 $928K
Cascade Investment Advisors, Inc. 0.60% Reduce -3.6% 16,000 $927K
Lafayette Investments, Inc. 0.21% Reduce -1.5% 15,995 $927K
Essex Bank 0.27% No change 18,835 $927K
AMG National Trust Bank 0.03% Add +1.0% 15,963 $925K
Boit C F David 0.50% Reduce -19.9% 15,519 $924K
North Star Investment Management Corp. 0.07% Add +6.0% 15,850 $919K
Jupiter Wealth Management LLC 0.49% No change 15,000 $918K
Continuum Advisory, LLC 0.14% Reduce -55.1% 14,978 $918K
Livforsakringsbolaget Skandia, Omsesidigt 0.08% No change 15,832 $917K
Peoples Financial Services Corp. 0.40% Reduce -4.3% 15,811 $916K
Hartford Funds Management Co LLC 0.09% Add +14.8% 15,739 $912K
FSB Premier Wealth Management, Inc. 0.42% Add +28.3% 15,719 $911K
Ironwood Investment Counsel, LLC 0.16% Reduce -34.7% 15,711 $911K
Highlander Capital Management, LLC 0.36% Add +4.9% 15,698 $910K
Graypoint LLC 0.07% Add +4.6% 15,693 $910K
Edge Capital Group, LLC 0.05% Add +1.9% 15,679 $909K
Hartline Investment Corp./ 0.16% New 15,678 $909K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Add +1.0% 15,678 $909K
Tobam 0.08% Reduce -4.1% 15,670 $908K
Abbrea Capital, LLC 0.12% Add +8.4% 15,628 $906K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -8.7% 15,618 $905K
Circle Wealth Management, LLC 0.02% Add +0.7% 15,602 $904K
Cypress Wealth Services, LLC 0.21% Reduce -4.3% 15,596 $904K
Relative Value Partners Group, LLC 0.06% No change 17,993 $903K
Avion Wealth 0.24% Reduce -10.3% 15,472 $897K
Financial Network Wealth Advisors LLC 0.89% Reduce -3.7% 15,453 $896K
Hilltop National Bank 0.30% — 15,452 $896K
Gilbert & Cook, Inc. 0.12% Add +0.1% 15,337 $889K
Waldron Private Wealth LLC 0.04% Add +2.0% 15,307 $887K
MV Capital Management, Inc. 0.10% Add +7.8% 15,303 $887K
Financial Counselors Inc. 0.01% Add +11.2% 15,196 $881K
IVC Wealth Advisors LLC 0.51% Add +0.3% 15,190 $880K
Hutner Capital Management Inc. 0.48% Add +0.0% 15,127 $877K
Pacific Center for Financial Services 0.25% Reduce -30.8% 15,095 $875K
Providence Wealth Advisors, LLC 0.74% Reduce -10.6% 15,179 $873K
Ameritas Advisory Services, LLC 0.04% Add +32.4% 14,778 $871K
Alterna Wealth Management, Inc. 0.71% Add +34.0% 15,028 $871K
Lebenthal Global Advisors, LLC 0.19% Reduce -17.1% 15,027 $871K
Rovin Capital /Ut/ 0.36% Reduce -4.8% 15,010 $870K
Ridgecrest Wealth Partners, LLC 0.52% No change 14,968 $868K
Anchor Investment Management, LLC 0.09% Reduce -0.3% 14,936 $866K
Tranquilli Financial Advisor LLC 0.58% Add +18.4% 14,916 $865K
VCI Wealth Management LLC 0.58% Reduce -5.5% 14,851 $861K
Legacy Financial Group LLC 0.17% New 14,844 $860K
MTM Investment Management, LLC 0.35% Add +0.0% 14,812 $859K
Keudell/Morrison Wealth Management 0.26% Reduce -9.8% 14,792 $857K
Arkadios Wealth Advisors 0.07% Add +3.1% 14,785 $857K
Segment Wealth Management, LLC 0.06% Add +0.5% 14,741 $854K
Stock Yards Bank & Trust Co. 0.03% Reduce -7.0% 14,735 $854K
Northwest Wealth Management, LLC 0.23% Add +0.7% 14,711 $853K
Vontobel Holding Ltd. 0.01% Add +71.8% 14,711 $853K
McDaniel Terry & Co. 0.08% Add +2.0% 14,700 $852K
Welch Group, LLC 0.04% No change 14,666 $850K
Cambridge Trust Co. 0.03% Reduce -2.6% 14,620 $847K
LifeSteps Financial, Inc. 0.63% Add +0.7% 14,402 $835K
Pinebridge Investments, L.P. 0.01% Add +83.9% 14,396 $834K
Strategic Investment Advisors / MI 0.11% Reduce -13.9% 14,382 $834K
Cullen Investment Group, LTD. 0.13% Add +3.9% 14,527 $833K
First PREMIER Bank 0.22% Reduce -27.2% 14,323 $831K
Prio Wealth Limited Partnership 0.02% No change 14,309 $829K
First National Bank Sioux Falls 0.45% Reduce -10.3% 14,307 $829K
Wealth Alliance, LLC 0.11% Reduce -8.3% 14,301 $829K
FUKOKU MUTUAL LIFE INSURANCE Co 0.07% Reduce -10.2% 14,238 $825K
Mainstay Capital Management LLC 0.16% Reduce -11.7% 14,223 $824K
Pacific Global Investment Management Co. 0.16% Add +4.0% 14,221 $824K
JNBA Financial Advisors 0.09% Reduce -8.1% 14,210 $824K
Obermeyer Wealth Partners 0.05% Add +12.5% 14,209 $824K
Mather Group, Llc. 0.01% Reduce -0.1% 16,716 $823K
Legacy Financial Advisors, Inc. 0.15% Add +25.4% 14,178 $822K
Brooks, Moore & Associates, Inc. 0.52% No change 14,100 $817K
Kiley Juergens Wealth Management, LLC 0.25% Add +2.5% 14,070 $815K
Intrua Financial, LLC 0.13% Reduce -20.3% 14,042 $814K
Black Maple Capital Management LP 0.54% Add +174.5% 14,000 $811K
Gradient Investments LLC 0.02% Reduce -2.1% 13,977 $810K
MBB Public Markets I LLC 0.05% New 13,910 $806K
Cannell & Spears LLC 0.02% Add +220.6% 13,880 $804K
Pointe Capital Management LLC 0.49% No change 13,846 $803K
Cladis Investment Advisory, LLC 0.59% Add +0.0% 13,823 $801K
&partners 0.11% Add +97.7% 14,071 $800K
Park National Corp. 0.03% No change 13,771 $798K
Eclectic Associates Inc. 0.36% Add +4.0% 13,716 $795K
Vivid Wealth Management, LLC 0.50% Add +3.0% 13,715 $795K
Shakespeare Wealth Management, LLC 0.23% No change 13,709 $795K
Neumann Capital Management, LLC 0.28% No change 13,622 $790K
Richwood Investment Advisors, LLC 0.70% No change 13,617 $789K
American National Bank & Trust Co. 0.19% — 13,615 $789K
Vertex Planning Partners, LLC 0.22% Reduce -7.0% 13,609 $789K
Wealthspan Partners, LLC 0.46% New 13,529 $784K
Boston Trust Walden Corp 0.01% Reduce -6.9% 13,515 $783K
Cardiff Park Advisors, LLC 0.07% Add +0.1% 13,512 $783K
DF Dent & Co. Inc. 0.01% Add +116.5% 13,438 $779K
Wealthcare Advisory Partners LLC 0.03% Add +3.0% 13,414 $778K
Gibbs Wealth Management 0.44% — 13,350 $774K
Longfellow Investment Management Co. LLC 0.17% Add +0.7% 13,334 $773K
Farther Finance Advisors, LLC 0.05% Add +16.9% 13,412 $773K
Plancorp, LLC 0.03% Add +38.1% 13,274 $769K
Cassaday & Co Wealth Management LLC 0.02% Add +134.4% 13,234 $767K
North Star Asset Management Inc. 0.04% No change 13,229 $767K
Weatherly Asset Management L. P. 0.07% No change 13,170 $763K
Highline Wealth Partners LLC 0.31% Add +0.0% 13,146 $762K
MeadowBrook Investment Advisors LLC 0.72% Reduce -1.6% 13,145 $762K
Benjamin Edwards Inc. 0.15% Add +46.8% 13,105 $760K
Van Cleef Asset Management,Inc 0.10% Reduce -21.2% 13,063 $757K
Gagnon Securities LLC 0.18% No change 13,056 $757K
Private Management Group Inc. 0.03% Reduce -41.1% 13,050 $756K
Wilson & Boucher Capital Management, LLC 0.59% Reduce -1.7% 12,972 $752K
Bragg Financial Advisors, Inc 0.03% Reduce -4.6% 12,901 $748K
Zacks Investment Management 0.01% Add +81.6% 12,877 $746K
C2C Wealth Management, LLC 0.74% Reduce -3.7% 12,861 $745K
Ingalls & Snyder LLC 0.03% Reduce -10.5% 12,830 $744K
9258 Wealth Management, LLC 0.12% Reduce -1.1% 12,834 $744K
Heritage Wealth Management, LLC 0.38% Add +0.2% 12,814 $743K
Element Wealth, LLC 0.43% Reduce -19.4% 12,810 $742K
Family Legacy, Inc. 0.27% No change 12,800 $742K
Wimmer Associates 1, LLC 0.39% Reduce -2.6% 12,796 $742K
Hills Bank & Trust Co 0.06% Add +189.5% 12,751 $739K
PFG Investments, LLC 0.04% Add +68.9% 12,684 $735K
Hilltop Holdings Inc. 0.08% Reduce -1.4% 12,623 $732K
Carson Advisory Inc. 0.51% Reduce -0.4% 12,614 $731K
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +2.4% 12,548 $727K
Tyche Wealth Partners LLC 0.18% Add +22.3% 12,534 $726K
Operose Advisors LLC 0.25% Reduce -5.3% 12,527 $726K
Formidable Asset Management, LLC 0.12% Add +128.3% 12,527 $726K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -0.6% 12,516 $725K
Members Trust Co 0.02% Add +5.4% 12,454 $722K
Quotient Wealth Partners, LLC 0.03% Reduce -15.8% 12,449 $722K
Aaron Wealth Advisors LLC 0.10% Add +35.7% 12,387 $718K
Western Wealth Management, LLC 0.06% Reduce -38.8% 12,383 $718K
Bremer Bank National Association 0.13% Reduce -1.1% 12,358 $716K
AIMZ Investment Advisors, LLC 0.27% Reduce -5.2% 12,330 $715K
Wintrust Investments LLC 0.06% Reduce -1.2% 12,280 $712K
Deseret Mutual Benefit Administrators 0.36% Reduce -0.2% 12,271 $711K
Trust Co. of Vermont 0.04% Add +10.4% 12,250 $710K
Allstate Corp. 0.05% Reduce -3.3% 12,200 $707K
Eisler Capital (US) LLC 0.24% New 12,151 $704K
Alliance Wealth Advisors, LLC 0.21% Reduce -7.1% 12,092 $701K
CHICAGO TRUST Co NA 0.14% Add +11.3% 12,048 $698K
Chilton Capital Management LLC 0.03% Reduce -2.9% 12,030 $697K
Claro Advisors Inc. 0.12% Reduce -7.7% 11,968 $694K
Crawford Investment Counsel Inc. 0.01% Add +8.6% 11,965 $693K
Fayez Sarofim & Co 0.00% Reduce -4.0% 11,938 $692K
Liberty Wealth Management LLC 0.13% New 11,868 $688K
FirstPurpose Wealth LLC 0.25% Reduce -12.1% 12,082 $688K
Peak Planning Group, LLC 0.43% No change 11,854 $687K
Accredited Investors Inc. 0.04% Reduce -38.4% 11,817 $685K
Florida Trust Wealth Management Co 0.02% Add +2.9% 11,778 $683K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -13.8% 11,761 $682K
Farmers Trust Co. 0.14% Reduce -1.4% 11,742 $681K
Concourse Financial Group Securities, Inc. 0.04% Reduce -6.7% 11,730 $680K
Correct Capital Wealth Management 0.16% No change 11,651 $675K
Tributary Capital Management, LLC 0.06% Add +19.5% 11,650 $675K
Parkside Financial Bank & Trust 0.11% Add +3.0% 11,576 $671K
IPG Investment Advisors LLC 0.15% Reduce -55.6% 11,534 $669K
Bridges Investment Management Inc. 0.02% No change 11,507 $667K
Sage Mountain Advisors LLC 0.07% Add +22.1% 11,484 $666K
PFW Advisors LLC 0.20% Reduce -2.4% 11,483 $666K
Good Life Advisors, LLC 0.06% Add +2.7% 11,474 $665K
Douglas Lane & Associates, LLC 0.01% Add +8.0% 11,406 $661K
HCR Wealth Advisors 0.10% No change 11,396 $661K
Carlson Capital Management 0.03% Reduce -64.6% 11,353 $658K
World Equity Group, Inc. 0.14% Add +3.0% 11,344 $657K
Leisure Capital Management 0.33% Reduce -2.8% 11,310 $656K
Cumberland Advisors Inc. 0.24% No change 11,300 $655K
G&S Capital LLC 0.29% Reduce -0.0% 11,216 $650K
Perennial Investment Advisors, LLC 0.10% Reduce -1.4% 11,213 $650K
River Wealth Advisors LLC 0.09% Add +1.0% 11,202 $649K
Flagstone Financial Management 0.25% Reduce -0.3% 11,176 $648K
Alliance Wealth Advisors, LLC 0.41% Add +0.3% 11,154 $646K
Kovack Advisors, Inc. 0.08% Add +2.5% 11,146 $646K
First Nebraska Trust Co 0.07% Reduce -0.5% 11,061 $641K
Tocqueville Asset Management L.P. 0.01% Add +13.3% 11,061 $641K
Valtinson Bruner Financial Planning LLC 0.27% Add +0.0% 11,055 $641K
Chicago Capital, LLC 0.02% Reduce -36.1% 10,969 $636K
Cohen Capital Management, Inc. 0.11% Add +32.3% 10,946 $634K
Sterneck Capital Management, LLC 0.38% Reduce -63.3% 10,873 $630K
Woodmont Investment Counsel LLC 0.05% Reduce -4.1% 10,826 $627K
Radnor Capital Management, LLC 0.11% No change 10,816 $627K
Abel Hall, LLC 0.47% Add +3.1% 10,806 $626K
Dumont & Blake Investment Advisors LLC 0.18% Add +0.0% 10,787 $625K
Aviso Wealth Management 0.39% Reduce -1.6% 10,768 $624K
Mechanics Bank Trust Department 0.09% No change 10,738 $622K
Quadrant Private Wealth Management, LLC 0.16% Reduce -24.2% 10,706 $621K
Montecito Bank & Trust 0.12% Reduce -15.5% 10,705 $620K
Sebold Capital Management, Inc. 0.42% Reduce -7.5% 10,658 $618K
Hikari Tsushin, Inc. 0.05% No change 10,631 $616K
Jefferies Financial Group Inc. 0.01% Add +62.1% 10,558 $612K
Coastal Bridge Advisors, LLC 0.14% No change 10,552 $612K
Private Portfolio Partners LLC 0.13% Reduce -1.6% 10,548 $611K
Jacobs & Co. 0.06% Reduce -13.2% 10,557 $611K
Sandy Spring Bank 0.03% Reduce -28.9% 10,537 $611K
Quent Capital, LLC 0.07% Reduce -3.0% 10,534 $611K
LGT Financial Advisors LLC 0.71% No change 10,532 $610K
Rockland Trust Co. 0.03% Reduce -11.3% 10,516 $610K
Osborne Partners Capital Management, LLC 0.04% No change 10,501 $609K
Childress Capital Advisors, LLC 0.18% Add +8.6% 10,480 $607K
Basepoint Wealth LLC 0.46% Reduce -12.3% 10,474 $607K
Tarbox Family Office, Inc. 0.11% No change 10,472 $607K
All Terrain Financial Advisors, LLC 0.26% Reduce -10.1% 10,468 $607K
Global Trust Asset Management, LLC 0.25% No change 10,459 $606K
LMG Wealth Partners, LLC 0.15% No change 10,423 $604K
Hancock Whitney Corp. 0.02% No change 10,410 $603K
Institute for Wealth Management, LLC. 0.08% Add +0.1% 10,393 $602K
CIC Wealth, LLC 0.17% Reduce -4.3% 10,344 $600K
Fifth Third Wealth Advisors LLC 0.09% Reduce -10.8% 10,328 $599K
Sivia Capital Partners, LLC 0.41% Reduce -1.7% 10,304 $597K
Steph & Co. 0.20% No change 10,248 $594K
Smartleaf Asset Management LLC 0.11% Add +108.7% 10,298 $593K
Everhart Financial Group, Inc. 0.17% Add +23.2% 10,220 $592K
Quadcap Wealth Management, LLC 0.13% Reduce -12.8% 10,202 $591K
Sheets Smith Wealth Management 0.07% Add +0.2% 10,172 $590K
Webster Bank, N. A. 0.07% Add +2.0% 10,153 $588K
SouthState Bank Corp 0.05% Reduce -9.7% 10,143 $588K
Journey Strategic Wealth LLC 0.03% Add +40.8% 10,129 $587K
Athena Investment Management 0.35% Reduce -0.4% 10,090 $585K
Marshall Wace, LLP 0.00% Reduce -98.8% 10,027 $581K
Appleton Partners Inc. 0.05% Reduce -37.0% 10,020 $581K
Beaton Management Co. Inc. 0.32% Reduce -3.9% 10,000 $580K
Par Capital Management Inc. 0.02% New 10,000 $580K
Canandaigua National Bank & Trust Co. 0.09% Reduce -9.7% 9,994 $579K
Zuckerman Investment Group, LLC 0.07% New 9,968 $578K
Koshinski Asset Management, Inc. 0.06% New 9,963 $577K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +33.4% 9,960 $577K
Sapient Capital LLC 0.01% Reduce -15.1% 9,937 $576K
Alta Advisers Ltd 0.28% No change 9,900 $574K
Monument Capital Management 0.16% Reduce -1.5% 9,866 $572K
Bedel Financial Consulting, Inc. 0.09% Add +0.2% 9,838 $570K
Catalyst Financial Partners LLC 0.15% Add +12.1% 9,955 $569K
RB Capital Management, LLC 0.16% Add +17.3% 9,809 $569K
Keystone Financial Group 0.08% Add +10.0% 9,784 $567K
Iron Horse Wealth Management, LLC 0.22% Reduce -2.3% 9,780 $567K
Concord Wealth Partners 0.10% Reduce -24.6% 9,774 $566K
Zions Bancorporation, N.A. 0.04% Reduce -18.3% 9,734 $564K
OneAscent Wealth Management LLC 0.22% Reduce -3.4% 9,725 $564K
SilverOak Wealth Management LLC 0.14% No change 9,695 $562K
Royal Capital Wealth Management, LLC 0.44% Add +0.1% 9,675 $561K
Verum Partners LLC 0.20% Reduce -7.2% 9,626 $558K
Hartford Financial Management Inc. 0.12% No change 9,595 $556K
Aspen Investment Management Inc 0.28% No change 9,580 $555K
Monarch Capital Management Inc. 0.16% No change 9,555 $554K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.38% Add +46.7% 9,537 $553K
McCarthy Asset Management, Inc. 0.34% Reduce -6.7% 9,520 $552K
Regatta Capital Group, LLC 0.12% Add +5.7% 9,514 $551K
West Family Investments, Inc. 0.17% No change 9,495 $550K
West Bancorporation Inc. 0.36% Reduce -1.1% 9,450 $548K
KG Capital Management 0.22% Reduce -16.6% 10,617 $544K
Harbor Investment Advisory, LLC 0.06% Add +2.7% 9,331 $541K
Texas Capital Bancshares Inc 0.24% Add +1.7% 9,317 $540K
Linscomb Wealth, Inc. 0.03% Reduce -1.7% 9,304 $539K
Eagle Strategies LLC 0.12% New 9,293 $539K
Hodges Capital Management Inc. 0.03% Reduce -10.2% 9,275 $538K
CreativeOne Wealth, LLC 0.02% Add +96.7% 9,278 $538K
Prentice Wealth Management LLC 0.19% Add +7.3% 9,242 $536K
Manchester Capital Management LLC 0.07% Reduce -0.1% 9,240 $536K
Stratos Investment Management, LLC 0.05% New 9,226 $535K
Royal Fund Management, LLC 0.06% Add +0.5% 9,216 $534K
Advisors Management Group Inc. 0.13% Reduce -0.1% 9,210 $534K
LVW Advisors, LLC 0.09% Add +0.6% 9,210 $534K
CYBER HORNET ETFs LLC 0.64% Reduce -3.6% 9,262 $534K
Aviance Capital Partners, LLC 0.08% New 9,200 $533K
Centiva Capital, LP 0.03% Reduce -70.5% 9,170 $531K
Cahill Financial Advisors Inc. 0.07% Add +4.3% 9,134 $529K
Front Street Capital Management, Inc. 0.10% Reduce -1.9% 9,111 $528K
Altfest L J & Co. Inc. 0.07% Add +6.9% 9,113 $528K
Fairview Capital Investment Management, LLC 0.03% Reduce -0.1% 9,105 $528K
Financial Engines Advisors L.L.C. 0.00% Reduce -7.7% 9,083 $526K
Integral Investment Advisors, Inc. 0.22% Add +104.9% 9,132 $526K
Westover Capital Advisors, LLC 0.15% Add +76.8% 9,047 $524K
Icon Wealth Advisors, LLC 0.05% Add +14.4% 9,033 $524K
Steele Capital Management, Inc. 0.03% No change 9,032 $523K
Cim Investment Management Inc. 0.16% No change 9,029 $523K
WealthPlan Investment Management, LLC 0.08% Reduce -11.3% 8,995 $521K
XTX Topco Ltd 0.07% Add +15.5% 8,988 $521K
1900 Wealth Management LLC 0.05% Reduce -12.1% 8,981 $521K
Triumph Capital Management 0.21% Reduce -43.3% 8,988 $518K
Tucker Asset Management LLC 0.12% Add +20.0% 8,919 $517K
Lauterbach Financial Advisors, LLC 0.34% Add +10.0% 8,895 $516K
Delta Financial Group, Inc. 0.15% Reduce -13.2% 8,892 $515K
Spectrum Wealth Counsel, LLC 0.06% No change 8,885 $515K
Walled Lake Planning & Wealth Management, LLC 0.21% No change 8,874 $514K
Oakworth Capital, Inc. 0.04% Add +351.6% 8,843 $513K
Marietta Investment Partners LLC 0.11% No change 8,800 $510K
Summit Financial, LLC 0.03% Reduce -19.7% 8,794 $510K
Hudock, Inc. 0.11% Add +0.0% 8,760 $508K
Spinnaker Trust 0.03% Add +4.2% 8,744 $507K
Northeast Investment Management 0.02% No change 8,735 $506K
Western Pacific Wealth Management, LP 0.37% Add +20.2% 8,734 $506K
FAS Wealth Partners, Inc. 0.04% Reduce -7.0% 8,727 $506K
Davis R M Inc. 0.01% Reduce -1.4% 8,715 $505K
Biltmore Family Office, LLC 0.10% No change 8,704 $504K
Evermay Wealth Management LLC 0.08% Reduce -0.4% 8,701 $504K
Summa Corp. 0.28% No change 8,700 $504K
Bray Capital Advisors 0.13% Add +0.1% 8,697 $504K
Bluespring Wealth Management, LLC 0.06% Add +0.3% 8,686 $503K
Fort Point Capital Partners LLC 0.07% Reduce -7.4% 8,684 $503K
Legacy Advisors, LLC 0.06% Add +11.0% 8,633 $500K
Mosaic Financial Group, LLC 0.40% — 8,625 $500K
Weaver Consulting Group 0.18% Add +61.6% 8,578 $497K
First Bancorp, Inc 0.38% Add +0.7% 8,556 $496K
Aull & Monroe Investment Management Corp 0.23% Reduce -14.7% 8,544 $495K
Intrust Bank NA 0.05% Add +0.2% 8,531 $494K
Meeder Asset Management Inc. 0.03% Add +15.4% 8,426 $488K
PDS Planning, Inc 0.05% Add +7.1% 8,382 $486K
Pin Oak Investment Advisors Inc. 0.47% No change 8,329 $483K
Humankind Investments LLC 0.13% Reduce -9.5% 8,317 $482K
Sippican Capital Advisors 0.37% Reduce -45.6% 8,293 $481K
Wealth Architects, LLC 0.06% Add +0.9% 8,284 $480K
STAR Financial Bank 0.41% No change 8,257 $479K
West Branch Capital LLC 0.19% Add +8.7% 8,238 $477K
Raleigh Capital Management Inc. 0.21% Add +30.9% 8,231 $477K
Lakeside Advisors, INC. 0.30% Reduce -2.4% 8,200 $475K
Bristlecone Advisors, LLC 0.04% Reduce -26.4% 8,198 $475K
Simon Quick Advisors, LLC 0.04% Add +31.6% 8,174 $474K
Asahi Life Asset Management Co., LTD. 0.28% No change 8,170 $474K
Cutler Investment Counsel LLC 0.06% Reduce -9.2% 8,136 $472K
Beta Wealth Group, Inc. 0.23% Reduce -12.7% 8,128 $471K
Nilsine Partners, LLC 0.06% Add +44.7% 8,094 $469K
Monetary Management Group Inc. 0.13% No change 8,065 $467K
Cyndeo Wealth Partners, LLC 0.04% Add +0.7% 8,056 $467K
Campion Asset Management 0.36% Reduce -2.0% 8,005 $464K
Americana Partners, LLC 0.04% Reduce -42.8% 8,001 $464K
Fortis Capital Advisors, LLC 0.20% New 7,996 $463K
Winning Points Advisors, LLC 0.71% No change 9,406 $463K
BancFirst Trust & Investment Management 0.22% No change 7,976 $462K
Old North State Trust, LLC 0.39% — 7,934 $460K
MCF Advisors LLC 0.04% Reduce -28.7% 7,925 $459K
Kathmere Capital Management, LLC 0.05% Add +4.3% 7,916 $459K
Titleist Asset Management, LLC 0.08% Add +72.9% 7,874 $456K
Gladstone Institutional Advisory LLC 0.02% Reduce -10.8% 7,836 $454K
AlphaCore Capital LLC 0.12% Add +3.6% 7,829 $454K
Weil Company, Inc. 0.18% Add +0.2% 7,823 $453K
Maverick Capital 0.01% New 7,818 $453K
Sky Investment Group LLC 0.09% No change 7,795 $452K
Doliver Advisors, LP 0.13% Reduce -8.7% 7,770 $450K
Stratos Wealth Advisors, LLC 0.03% Reduce -4.9% 7,749 $449K
Ghe, LLC 0.21% No change 7,733 $448K
Faithward Advisors, LLC 0.08% New 7,719 $447K
Blueprint Investment Partners LLC 0.09% Add +25.5% 7,690 $446K
Catalina Capital Group, LLC 0.19% New 7,667 $444K
Evoke Wealth, LLC 0.01% New 7,663 $444K
Auxano Advisors, LLC 0.13% Add +53.6% 7,656 $444K
Van Strum & Towne Inc. 0.16% No change 7,639 $443K
Vontobel Asset Management Inc. 0.00% Reduce -14.0% 7,638 $443K
Traynor Capital Management, Inc. 0.04% Reduce -31.0% 7,626 $442K
Thrive Wealth Management, LLC 0.09% Add +10.7% 7,618 $442K
Everpar Advisors LLC 0.27% Reduce -58.1% 7,608 $441K
Ullmann Wealth Partners Group, LLC 0.07% Add +4.9% 7,589 $440K
Simmons Bank 0.03% Reduce -16.6% 7,511 $435K
Retirement Group, LLC 0.16% No change 7,510 $435K
Pursue Wealth Partners LLC 0.26% No change 7,500 $435K
Benchmark Financial Wealth Advisors, LLC 0.17% Add +6.3% 7,495 $434K
Agf Management Ltd. 0.00% Reduce -48.0% 7,463 $433K
Berger Financial Group, Inc 0.04% Add +9.5% 7,414 $430K
Confluence Wealth Services, Inc. 0.04% Add +12.2% 7,413 $430K
Steel Grove Capital Advisors, LLC 0.06% Add +51.0% 7,402 $429K
New Jersey Better Educational Savings Trust 0.81% No change 7,401 $429K
Cowa, LLC 0.25% No change 7,400 $429K
Bridge Creek Capital Management LLC 0.14% No change 7,400 $429K
First Dallas Securities Inc. 0.20% Reduce -4.5% 7,350 $426K
TCTC Holdings, LLC 0.01% Reduce -31.9% 7,335 $425K
Pacifica Capital Investments, LLC 0.13% Reduce -12.0% 7,335 $425K
Guardian Wealth Advisors, LLC / NC 0.05% Add +14.0% 7,324 $424K
Bailard, Inc. 0.01% Reduce -0.5% 7,321 $424K
Delta Investment Management, LLC 0.10% No change 7,320 $424K
Well Done, LLC 0.08% Add +5.0% 7,300 $423K
Proficio Capital Partners LLC 0.05% Add +4.6% 7,259 $423K
China Universal Asset Management Co., Ltd. 0.05% New 7,292 $423K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -9.4% 7,290 $423K
First National Bank & Trust Co. of Newtown 0.09% No change 7,288 $422K
Cedar Brook Financial Partners, LLC 0.08% Add +1.6% 7,282 $422K
Lynch & Associates 0.10% Reduce -0.3% 7,253 $420K
Piscataqua Savings Bank 0.37% Reduce -3.2% 7,253 $420K
Valmark Advisers, Inc. 0.01% Reduce -10.9% 7,243 $420K
Washington Trust Advisors, Inc. 0.04% Add +1.2% 7,234 $419K
Heritage Trust Co 0.06% Reduce -10.5% 7,222 $419K
Alpha Family Trust 0.25% No change 7,220 $418K
Cornerstone Advisory, LLC 0.06% Reduce -10.7% 7,214 $418K
GYL Financial Synergies, LLC 0.03% Add +52.6% 7,197 $417K
Crown Wealth Group, LLC 0.21% Add +37.7% 7,194 $417K
DeepCurrents Investment Group LLC 0.38% Reduce -74.8% 7,181 $416K
Capula Management Ltd 0.01% New 7,178 $416K
New Hampshire Trust 0.10% No change 7,105 $412K
S.A. Mason LLC 0.25% Add +2.4% 7,103 $412K
Nichols & Pratt Advisers LLP 0.03% No change 7,100 $412K
Fortem Financial Group, LLC 0.18% Add +11.1% 7,087 $411K
Cadence Bank 0.03% Reduce -1.4% 7,083 $411K
Kathleen S. Wright Associates Inc. 0.19% Add +0.3% 7,094 $410K
Main Street Financial Solutions, LLC 0.04% Reduce -0.9% 7,063 $409K
Kearns & Associates LLC 0.31% No change 7,000 $406K
First Trust Investment Solutions L.P. 0.07% Add +17.1% 6,998 $406K
Westhampton Capital, LLC 0.22% No change 6,990 $405K
Founders Financial Alliance, LLC 0.12% Reduce -3.0% 6,972 $404K
Schulhoff & Co. Inc. 0.18% Reduce -4.1% 6,972 $404K
Physician Wealth Advisors, Inc. 0.08% Add +6.1% 7,156 $404K
Sierra Summit Advisors LLC 0.11% Reduce -42.9% 6,934 $402K
CM Wealth Advisors LLC 0.11% New 6,662 $401K
Gratus Capital, LLC 0.02% Add +3.3% 6,922 $401K
Richard W. Paul & Associates, LLC 0.16% Reduce -3.1% 6,918 $401K
Bouchey Financial Group, Ltd. 0.04% Add +0.5% 6,913 $401K
John W. Brooker & Co., CPAs 0.21% No change 6,904 $400K
Ssi Investment Management LLC 0.16% Reduce -0.5% 6,886 $399K
Field & Main Bank 0.15% Add +2.0% 6,882 $399K
Cambridge Advisors Inc. 0.09% Add +11.0% 6,862 $398K
Angeles Wealth Management, LLC 0.04% Add +50.9% 6,843 $397K
Ausdal Financial Partners, Inc. 0.05% Reduce -1.4% 6,825 $396K
Evolution Advisers, Inc. 0.23% Reduce -0.0% 6,811 $395K
Morris Financial Concepts, Inc. 0.20% No change 6,811 $395K
Summit Asset Management, LLC 0.05% No change 6,800 $394K
Stevens Capital Management LP 0.08% New 6,795 $394K
LBMC Investment Advisors, LLC 0.03% Add +3.7% 6,797 $394K
ERn Financial, LLC 0.07% Reduce -2.8% 6,750 $391K
Drexel Morgan & Co. 0.08% No change 6,747 $391K
WealthShield Partners, LLC 0.06% Reduce -32.0% 6,740 $391K
Wagner Wealth Management, LLC 0.12% Reduce -7.5% 6,730 $390K
Plante Moran Financial Advisors, LLC 0.04% Reduce -1.0% 6,722 $390K
Sand Hill Global Advisors, LLC 0.02% Reduce -8.7% 6,718 $389K
Baldwin Wealth Partners LLC 0.03% No change 6,700 $388K
Keel Point, LLC 0.04% Reduce -20.3% 6,678 $387K
Roberts Financial Services LLC 0.08% Reduce -0.9% 6,673 $387K
Arbor Investment Advisors, LLC 0.06% No change 6,671 $387K
Lincoln Capital LLC 0.09% No change 6,665 $386K
Sweet Financial Partners, LLC 0.09% Reduce -32.1% 6,649 $385K
Red Door Wealth Management, LLC 0.07% Reduce -10.8% 6,635 $385K
Transamerica Financial Advisors, LLC 0.04% Reduce -4.9% 6,604 $383K
Vicus Capital 0.03% Add +7.7% 6,591 $382K
Wayfinding Financial, LLC 0.22% Reduce -8.6% 6,239 $382K
New Vernon Capital Holdings II LLC 0.20% New 6,584 $382K
Cape Investment Advisory, Inc. 0.18% Reduce -2.6% 6,571 $381K
BNC Wealth Management, LLC 0.16% Reduce -0.7% 6,557 $380K
Stiles Financial Services Inc 0.15% Add +1.4% 6,553 $380K
Waddell & Associates, LLC 0.05% Reduce -15.4% 6,544 $379K
Front Row Advisors LLC 0.14% Add +7.2% 6,529 $378K
Smith, Moore & Co. 0.04% Reduce -4.4% 6,527 $378K
AA Financial Advisors, LLC 0.15% New 6,520 $378K
Fruth Investment Management 0.10% Add +3.2% 6,518 $377K
Canopy Partners, LLC 0.18% Add +33.2% 6,502 $377K
Cascade Financial Partners, LLC 0.05% — 6,663 $376K
Imprint Wealth LLC 0.09% Add +30.5% 6,460 $372K
Visionary Wealth Advisors 0.03% Reduce -11.0% 6,414 $372K
Charles Schwab Trust Co 0.04% New 6,400 $371K
Capital Square, LLC 0.26% Add +28.0% 6,398 $371K
Resonant Capital Advisors, LLC 0.03% Add +55.0% 6,391 $370K
Key Client Fiduciary Advisors, LLC 0.20% Add +25.0% 6,390 $370K
Sound Income Strategies, LLC 0.03% Reduce -7.8% 6,385 $370K
GW&K Investment Management, LLC 0.00% Reduce -98.0% 6,382 $370K
TBH Global Asset Management, LLC 0.07% Add +19.1% 6,382 $370K
West Oak Capital, LLC 0.16% No change 6,375 $369K
CKW Financial Group 0.05% No change 6,400 $369K
CMG Global Holdings, LLC 0.25% Add +0.0% 6,365 $369K
Transform Wealth, LLC 0.04% Add +42.6% 6,362 $369K
AXS Investments LLC 0.09% Add +7.0% 6,341 $368K
First Financial Corp. 0.18% Add +36.8% 6,286 $364K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.14% Add +7.3% 6,551 $364K
Arrow Financial Corp 0.04% Reduce -1.0% 6,273 $364K
Allegheny Financial Group 0.11% Add +10.4% 6,265 $363K
Successful Portfolios LLC 0.25% Reduce -13.2% 6,264 $363K
Core Alternative Capital 0.06% Reduce -11.3% 6,247 $362K
Mach-1 Financial Group, LLC 0.28% Reduce -93.3% 6,242 $362K
Legacy Bridge, LLC 0.21% No change 6,229 $361K
Heritage Investment Group, Inc. 0.05% Reduce -5.6% 6,205 $360K
Seven Mile Advisory 0.27% Add +5.6% 6,200 $359K
MQS Management LLC 0.21% New 6,200 $359K
CoreFirst Bank & Trust 0.22% Reduce -1.4% 6,195 $359K
Epiq Partners, LLC 0.24% Reduce -6.9% 6,190 $359K
Patten & Patten Inc. 0.03% Add +8.8% 6,189 $359K
Atlas Brown,Inc. 0.13% Add +3.9% 6,178 $358K
Sunflower Bank, N.A. 0.08% Reduce -0.7% 6,161 $357K
Burton Enright Welch 0.09% New 6,151 $357K
Family Firm, Inc. 0.09% Add +8.5% 6,146 $356K
Nations Financial Group Inc, /Ia/ 0.03% Add +3.9% 6,114 $354K
Cutler Group LLC / CA 0.18% Reduce -49.3% 6,114 $354K
Wealthstream Advisors, Inc. 0.13% Add +1.7% 6,100 $354K
Allen Capital Group, LLC 0.05% Add +14.2% 6,067 $352K
Means Investment Co., Inc. 0.05% Add +0.3% 6,063 $351K
E&G Advisors, LLC 0.11% Reduce -8.9% 6,062 $351K
Alaska Wealth Advisors, LLC 0.05% No change 6,046 $350K
SeaBridge Investment Advisors LLC 0.09% No change 6,045 $350K
Candriam S.C.A. 0.00% Reduce -2.3% 6,032 $350K
Avidian Wealth Enterprises, LLC 0.02% Add +31.8% 6,027 $349K
Diversified, LLC 0.05% Reduce -0.0% 6,020 $349K
Josh Arnold Investment Consultant, LLC 0.37% No change 6,000 $348K
Fenimore Asset Management Inc 0.01% No change 6,000 $348K
Kesler, Norman & Wride, LLC 0.07% Add +0.3% 5,978 $346K
Angeles Investment Advisors, LLC 0.02% Add +11.6% 5,962 $346K
SPC Financial, Inc. 0.03% Add +2.7% 5,956 $345K
Financial Advocates Investment Management 0.02% Reduce -8.3% 5,939 $344K
Silvia McColl Wealth Management, LLC 0.29% Add +0.0% 6,039 $344K
M3 Advisory Group, LLC 0.31% Add +0.4% 5,928 $344K
Atwood & Palmer Inc. 0.03% Reduce -37.3% 5,925 $343K
Traphagen Investment Advisors LLC 0.04% Reduce -7.4% 5,920 $343K
Arcataur Capital Management LLC 0.12% No change 5,914 $343K
Oliver Luxxe Assets LLC 0.07% No change 5,902 $342K
Pioneer Trust Bank N A 0.10% No change 5,900 $342K
Strategic Blueprint, LLC 0.02% Add +5.2% 5,893 $342K
Bedell Frazier Investment Counselling, LLC 0.09% Add +13.7% 5,889 $341K
Investment Advisory Group, LLC 0.14% Add +0.3% 5,862 $340K
Relyea Zuckerberg Hanson LLC 0.06% Add +4.0% 5,849 $339K
Summit Global Investments 0.03% Reduce -3.5% 5,825 $338K
Flputnam Investment Management Co. 0.01% Add +2.0% 5,822 $337K
Smithfield Trust Co 0.02% No change 5,828 $337K
Zullo Investment Group, Inc. 0.16% Reduce -18.9% 5,808 $337K
Trustmark Bank Trust Department 0.03% Add +5.9% 5,807 $337K
Ayrshire Capital Management LLC 0.18% Reduce -22.8% 5,800 $336K
Koss-Olinger Consulting, LLC 0.18% Reduce -87.7% 5,800 $336K
Addison Capital Co 0.17% Reduce -35.1% 5,784 $335K
MSH Capital Advisors LLC 0.12% Add +2.0% 5,770 $334K
Narwhal Capital Management 0.03% Reduce -74.4% 5,768 $334K
Psagot Value Holdings Ltd. / (Israel) 3.04% Reduce -87.2% 5,757 $334K
Parsons Capital Management Inc. 0.02% Add +0.9% 5,754 $334K
Credential Qtrade Securities Inc. 0.02% Reduce -2.0% 5,715 $331K
Aprio Wealth Management, LLC 0.06% Add +13.9% 5,710 $331K
Burke & Herbert Bank & Trust Co. 0.25% Reduce -29.0% 5,697 $330K
Fortitude Family Office, LLC 0.22% Add +5.5% 5,694 $330K
Ballast, Inc. 0.10% No change 5,690 $330K
Penserra Capital Management LLC 0.00% Reduce -74.4% 5,693 $329K
Cooper Financial Group 0.05% New 5,670 $329K
CarsonAllaria Wealth Management, Ltd. 0.21% Reduce -17.4% 5,660 $328K
G2 Capital Management, LLC / Oh 0.11% No change 5,647 $327K
HHM Wealth Advisors, LLC 0.05% No change 5,645 $327K
Nwam LLC 0.03% Reduce -3.6% 5,454 $327K
Register Financial Advisors LLC 0.17% Reduce -4.0% 5,620 $326K
Detalus Advisors, LLC 0.12% No change 5,600 $325K
Silverlake Wealth Management LLC 0.16% Reduce -0.5% 5,580 $323K
Moss Adams Wealth Advisors LLC 0.05% New 5,534 $321K
Baron Wealth Management LLC 0.17% Reduce -16.5% 5,507 $319K
Nexus Investment Management ULC 0.03% Reduce -15.4% 5,500 $319K
Blue Barn Wealth, LLC 0.18% Reduce -38.0% 5,497 $319K
Janiczek Wealth Management, LLC 0.07% Add +1.0% 5,484 $318K
Occidental Asset Management, LLC 0.06% Reduce -32.0% 5,470 $317K
Callan Capital, LLC 0.03% New 5,462 $317K
Eagle Harbor Asset Management Inc. 0.34% No change 5,457 $316K
Howard Capital Management Group, LLC 0.02% No change 5,450 $316K
Weinberger Asset Management, Inc 0.15% Add +0.5% 5,442 $315K
Duncker Streett & Co. Inc. 0.06% Reduce -9.8% 5,442 $315K
Advus Financial Partners, LLC 0.10% Reduce -1.4% 5,440 $315K
McAdam, LLC 0.02% Add +9.3% 5,431 $315K
Encompass More Asset Management 0.26% New 5,424 $314K
Denver Wealth Management, Inc. 0.16% Reduce -1.4% 5,420 $314K
Bar Harbor Wealth Management 0.02% New 5,412 $314K
Bridgewealth Advisory Group, LLC 0.15% Add +0.0% 5,393 $313K
Inscription Capital, LLC 0.05% New 5,390 $312K
Guyasuta Investment Advisors Inc. 0.02% No change 6,331 $312K
Patton Albertson Miller Group, LLC 0.05% Add +4.6% 5,364 $311K
Alaethes Wealth, LLC 0.14% No change 5,363 $311K
Security National Bank of So Dak 0.19% Reduce -25.8% 5,357 $310K
Hardy Reed LLC 0.04% Add +0.7% 5,349 $310K
Portfolio Strategies, Inc. 0.02% New 5,349 $310K
CFO4Life Group, LLC 0.06% Add +2.1% 5,342 $310K
Howe & Rusling Inc. 0.03% Reduce -15.7% 5,339 $309K
First Command Advisory Services, Inc. 0.00% Add +2.2% 4,752 $309K
Hohimer Wealth Management, LLC 0.07% New 5,323 $309K
Mosaic Family Wealth Partners, LLC 0.05% Reduce -0.2% 5,317 $308K
Patrick M Sweeney & Associates, Inc. 0.25% Add +15.8% 5,312 $308K
Raelipskie Partnership 0.17% No change 5,300 $307K
Constitution Capital LLC 0.17% No change 5,300 $307K
McGlone Suttner Wealth Management, Inc. 0.06% Reduce -10.6% 5,272 $306K
Coastline Trust Co 0.04% Add +7.3% 5,272 $306K
Wallace Capital Management Inc. 0.04% No change 5,268 $305K
Brave Warrior Advisors 0.01% No change 5,250 $304K
Redhawk Wealth Advisors, Inc. 0.05% Add +0.3% 5,239 $304K
Ellevest, Inc. 0.02% New 5,237 $304K
Guardian Wealth Management, Inc. 0.23% Reduce -4.8% 5,224 $303K
Advisory Alpha, LLC 0.01% Add +1.7% 5,220 $303K
Magnus Financial Group LLC 0.04% Reduce -1.9% 5,216 $302K
Crewe Advisors LLC 0.04% New 5,211 $302K
Boston Mountain Money Management Inc. 0.21% — 5,210 $302K
Legacy Private Trust Co. 0.02% Reduce -15.4% 5,205 $302K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -25.8% 4,926 $301K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -34.3% 5,186 $301K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +18.0% 5,184 $300K
Nicholas Wealth, LLC. 0.23% New 5,182 $300K
Salomon & Ludwin, LLC 0.03% Reduce -1.3% 5,181 $300K
Narus Financial Partners, LLC 0.13% Add +0.5% 5,173 $300K
Matrix Private Capital Group LLC 0.20% Add +0.3% 5,171 $300K
Chapin Davis, Inc. 0.11% Reduce -4.8% 5,160 $299K
Pegasus Partners Ltd. 0.03% Add +5.9% 5,154 $299K
Annex Advisory Services, LLC 0.01% New 5,142 $298K
New Republic Capital, LLC 0.19% Reduce -25.8% 5,121 $297K
Burt Wealth Advisors 0.08% No change 5,117 $297K
Oxford Financial Group, LTD. LLC 0.02% Add +7.4% 5,115 $296K
Wilmington Savings Fund Society, FSB 0.01% — 5,114 $296K
Whalerock Point Partners, LLC 0.08% No change 5,108 $296K
Bruce G. Allen Investments, LLC 0.24% Reduce -12.0% 5,105 $296K
CVA Family Office, LLC 0.05% Add +0.8% 5,084 $295K
Birch Hill Investment Advisors LLC 0.01% New 5,079 $294K
Caldwell Sutter Capital, Inc. 0.14% Reduce -3.3% 5,077 $294K
Vest Financial, LLC 0.01% New 5,070 $294K
Check Capital Management Inc. 0.02% Reduce -26.2% 5,063 $293K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 5,056 $293K
Forte Capital LLC 0.04% Reduce -5.5% 5,053 $293K
MKT Advisors LLC 0.16% Reduce -35.0% 5,141 $293K
Cornerstone Wealth Group, LLC 0.03% New 5,039 $292K
Mokosak Advisory Group, LLC 0.10% Add +16.3% 5,015 $291K
Indiana Trust & Investment Management Co 0.12% No change 5,015 $291K
Alternative Investment Advisors, LLC. 0.18% Add +0.1% 5,045 $291K
Financial Architects, LLC 0.20% New 5,002 $290K
Verity & Verity, LLC 0.03% Reduce -47.4% 5,001 $290K
Triad Investment Management 0.35% No change 5,000 $290K
Ameliora Wealth Management Ltd. 0.13% Add +150.0% 5,000 $290K
Hourglass Capital, LLC 0.09% No change 5,000 $290K
Puzo Michael J 0.08% No change 5,000 $290K
Warwick Investment Management, Inc. 0.07% New 4,994 $289K
Quantum Financial Advisors, LLC 0.05% New 4,992 $289K
Marino, Stram & Associates LLC 0.07% Reduce -0.7% 4,972 $288K
GFS Advisors, LLC 0.05% Reduce -51.5% 4,948 $287K
WoodTrust Financial Corp 0.05% Add +0.9% 4,947 $287K
Cornerstone Wealth Advisors, Inc. 0.09% No change 4,949 $287K
Founders Capital Management 0.19% Reduce -27.5% 4,942 $286K
Wealth Management Associates, Inc. 0.13% Reduce -5.9% 4,807 $286K
Saxon Interests, Inc. 0.14% Add +1.8% 4,925 $285K
Jacobsen Capital Management 0.13% Add +0.8% 4,921 $285K
Optas, LLC 0.08% Add +1.7% 4,910 $285K
Willner & Heller, LLC 0.28% Add +0.6% 4,908 $284K
Regent Peak Wealth Advisors LLC 0.07% Add +0.8% 4,900 $284K
Houlihan Financial Resource Group, Ltd. 0.13% Reduce -9.3% 4,894 $284K
Fortis Group Advisors, LLC 0.05% Add +294.3% 4,889 $283K
Walker Asset Management, LLC 0.19% Add +0.6% 4,883 $283K
Verus Capital Partners, LLC 0.03% Reduce -4.2% 4,873 $282K
CPC Advisors, LLC 0.05% Reduce -7.6% 4,868 $282K
Stockman Wealth Management, Inc. 0.05% Add +3.7% 4,864 $282K
Girard Partners LTD. 0.03% Add +8.4% 4,861 $282K
Cutter & CO Brokerage, Inc. 0.07% Reduce -1.2% 4,852 $281K
Vaughan David Investments LLC 0.01% Reduce -5.8% 4,845 $281K
Quantum Portfolio Management LLC 0.16% New 4,834 $280K
Klingenstein Fields & Co. LP 0.01% Reduce -19.4% 4,775 $277K
Hayek Kallen Investment Management 0.11% Reduce -2.1% 4,760 $276K
Millennium Capital Advisors, LLC 0.19% Reduce -22.8% 4,750 $275K
Gilliland Jeter Wealth Management LLC 0.10% New 4,748 $275K
Penobscot Investment Management Company, Inc. 0.03% Add +5.2% 4,746 $275K
Bank of Hawaii 0.01% Reduce -12.4% 4,743 $275K
Leo Wealth, LLC 0.03% Add +5.3% 4,747 $275K
FinTrust Capital Advisors, LLC 0.05% Reduce -65.8% 4,740 $275K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.3% 4,724 $274K
MBL Wealth, LLC 0.03% Add +5.5% 4,724 $274K
O'ROURKE & COMPANY, Inc 0.16% Add +0.1% 4,717 $273K
Belmont Capital, LLC 0.07% Reduce -48.9% 4,705 $273K
LRI Investments, LLC 0.07% — 4,685 $272K
Avaii Wealth Management, LLC 0.16% Reduce -7.4% 4,683 $271K
Talisman Wealth Advisors LLC 0.34% Add +1.7% 4,667 $271K
Bill Few Associates, Inc. 0.11% Add +0.5% 4,658 $270K
Cordgrass Capital Advisors, LLC 0.08% New 4,650 $270K
Prosperity Consulting Group, LLC 0.03% Add +14.2% 4,644 $269K
New Covenant Trust Company, N.A. 0.27% — 4,636 $269K
Colonial Trust Advisors 0.03% Reduce -12.1% 4,634 $269K
Modern Wealth Management, LLC 0.02% New 4,625 $268K
Community Trust & Investment Co. 0.02% No change 4,619 $268K
Northeast Financial Consultants Inc 0.01% Add +7.0% 4,600 $267K
GC Wealth Management RIA, LLC 0.05% New 4,599 $267K
Ellenbecker Investment Group 0.06% Add +8.9% 4,576 $265K
Octavia Wealth Advisors, LLC 0.04% Reduce -2.2% 4,572 $265K
Prentiss Smith & Co. Inc. 0.19% No change 4,560 $264K
Wealth Alliance Advisory Group, LLC 0.06% No change 4,556 $264K
Uptick Partners, LLC 0.20% Reduce -1.5% 4,543 $263K
Monograph Wealth Advisors, LLC 0.04% New 4,500 $261K
Amarillo National Bank 0.05% Reduce -1.5% 4,485 $260K
Powers Advisory Group, LLC 0.15% Reduce -18.9% 4,482 $260K
Amplius Wealth Advisors, LLC 0.03% Reduce -6.2% 4,476 $259K
Mayflower Financial Advisors, LLC 0.04% Add +0.5% 4,471 $259K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -9.8% 4,567 $259K
Buckhead Capital Management LLC 0.09% No change 4,464 $259K
J. L. Bainbridge & Co., Inc. 0.03% No change 4,457 $258K
Beach Investment Counsel Inc. 0.03% No change 5,233 $258K
Waypoint Capital Advisors, LLC 0.07% Add +3.5% 4,435 $257K
Johnson & White Wealth Management, LLC 0.19% Reduce -15.5% 4,436 $257K
Affinity Capital Advisors, LLC 0.06% Reduce -1.1% 4,431 $257K
Laraway Financial Advisors Inc 0.23% Add +0.0% 4,427 $257K
Private Capital Management LLC 0.06% New 4,420 $256K
First Citizens Financial Corp 0.15% Add +2.5% 4,419 $256K
Advisor OS, LLC 0.03% Reduce -38.3% 4,409 $256K
Five Oceans Advisors 0.13% Add +0.4% 4,403 $255K
HC Advisors, LLC 0.12% Reduce -12.1% 4,383 $254K
Mirador Capital Partners LP 0.05% Add +3.7% 4,383 $254K
Romano Brothers and Company 0.03% No change 4,353 $252K
First Western Trust Bank 0.01% Reduce -1.6% 4,353 $252K
Samalin Investment Counsel, LLC 0.12% Add +0.5% 4,345 $252K
Concord Asset Management, LLC 0.07% Add +0.2% 4,330 $251K
Acorn Wealth Advisors, LLC 0.13% Reduce -4.9% 4,329 $251K
Wealth Group, Ltd. 0.19% — 4,306 $250K
Levin Capital Strategies, L.P. 0.03% Reduce -15.3% 4,300 $249K
First Personal Financial Services 0.06% Add +25.8% 4,294 $249K
Concentrum Wealth Management 0.11% New 4,271 $248K
Chesapeake Wealth Management 0.09% Add +0.6% 4,266 $247K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -12.5% 4,261 $247K
First American Bank 0.02% No change 4,255 $247K
WealthPLAN Partners, LLC 0.03% Add +0.3% 4,253 $246K
Builder Investment Group Inc. 0.07% Reduce -0.2% 4,250 $246K
X-Square Capital, LLC 0.12% Reduce -10.7% 4,142 $246K
Gradient Capital Advisors, LLC 0.09% Add +0.4% 4,244 $246K
TCI Wealth Advisors, Inc. 0.02% Add +1.1% 4,242 $246K
WealthTrust Axiom LLC 0.08% No change 4,237 $246K
Fermata Advisors, LLC 0.06% Reduce -9.6% 4,229 $245K
Tradewinds Capital Management, LLC 0.07% Add +412.1% 4,225 $245K
Steward Partners Investment Solutions, LLC 0.04% Reduce -11.9% 4,225 $245K
Cherry Creek Investment Advisors, Inc. 0.13% Reduce -33.3% 4,223 $245K
1858 Wealth Management, LLC 0.23% No change 4,963 $244K
IFG Advisors, LLC 0.06% Add +2.4% 4,209 $244K
Professional Financial Advisors, LLC 0.07% Add +0.6% 4,208 $244K
Woodstock Corp. 0.03% Reduce -3.9% 4,205 $244K
James Hambro & Partners LLP 0.01% No change 4,194 $243K
Blue Bell Private Wealth Management, LLC 0.05% Add +1.6% 4,177 $242K
Gould Asset Management LLC 0.06% No change 4,157 $241K
Arden Trust Co 0.03% Reduce -13.5% 4,155 $241K
First County Bank 0.12% Reduce -0.7% 4,151 $241K
Tillman Hartley LLC 0.08% No change 4,147 $240K
MinichMacGregor Wealth Management, LLC 0.06% No change 4,168 $240K
Osterweis Capital Management Inc. 0.02% Reduce -70.2% 4,141 $240K
Pinnacle Holdings, LLC 0.10% Reduce -2.2% 4,133 $240K
Syverson Strege & Co 0.09% Reduce -30.3% 4,133 $240K
Skyline Advisors, Inc. 0.11% Reduce -4.6% 4,132 $240K
Cravens & Co Advisors, LLC 0.20% New 4,125 $239K
Community Bank, N.A. 0.03% No change 4,125 $239K
Northwest Investment Counselors, LLC 0.06% Reduce -24.3% 4,121 $239K
Ipswich Investment Management Co., Inc. 0.06% Reduce -19.6% 4,101 $238K
Keynote Financial Services LLC 0.20% — 4,100 $238K
Financial Security Advisor, Inc. 0.08% Add +0.3% 4,091 $237K
United Community Bank 0.09% Reduce -1.1% 4,090 $237K
One Wealth Management Investment & Advisory Services, LLC 0.10% New 4,079 $236K
Centurion Wealth Management LLC 0.09% New 4,079 $236K
Invenio Wealth Partners LLC 0.13% New 4,067 $236K
QVR LLC 0.04% New 4,066 $236K
Prelude Capital Management, LLC 0.02% New 4,063 $235K
Investment House LLC 0.01% New 4,054 $235K
Encompass Wealth Advisors, LLC 0.06% Reduce -18.6% 4,053 $235K
Brown, Lisle/Cummings, Inc. 0.08% Reduce -2.4% 4,052 $235K
Abacus Planning Group, Inc. 0.05% New 4,050 $235K
Twin Focus Capital Partners, LLC 0.04% New 4,047 $235K
Moloney Securities Asset Management, LLC 0.04% Reduce -14.4% 4,045 $234K
West Financial Advisors, LLC 0.05% Add +104.0% 4,039 $234K
Coyle Financial Counsel LLC 0.08% New 4,038 $234K
Asset Dedication, LLC 0.02% No change 4,052 $234K
SignalPoint Asset Management, LLC 0.06% New 4,033 $234K
Solidarity Wealth, LLC 0.07% New 4,023 $233K
Hurlow Wealth Management Group, Inc. 0.08% New 4,017 $233K
United Bank 0.03% New 4,000 $232K
Centennial Bank 0.12% Reduce -12.8% 3,989 $231K
17 Capital Partners, LLC 0.17% Reduce -15.9% 3,966 $230K
Executive Wealth Management, LLC 0.02% New 3,981 $229K
HFG Advisors, Inc. 0.20% Reduce -9.1% 3,953 $229K
Sachetta, LLC 0.11% No change 4,654 $229K
Holistic Financial Partners 0.12% New 3,947 $229K
M&R Capital Management Inc. 0.06% Reduce -24.1% 3,954 $229K
Revolve Wealth Partners, LLC 0.04% New 3,946 $229K
Dark Forest Capital Management LP 0.04% New 3,911 $227K
Peddock Capital Advisors, LLC 0.06% New 3,905 $226K
Hara Capital LLC 0.14% New 3,895 $226K
Summit X, LLC 0.06% New 3,891 $226K
Financial Advisory Group 0.04% New 3,883 $225K
First Pacific Financial 0.06% Reduce -8.7% 3,879 $225K
Demars Financial Group, LLC 0.11% New 3,875 $225K
Ewa, LLC 0.10% New 3,623 $224K
Newman Dignan & Sheerar, Inc. 0.06% Reduce -11.6% 3,830 $222K
Bernardo Wealth Planning LLC 0.06% New 3,826 $222K
Tompkins Financial Corp. 0.03% No change 3,820 $221K
Full Sail Capital, LLC 0.02% New 3,804 $220K
Denali Advisors LLC 0.06% Reduce -61.6% 3,800 $220K
First Foundation Advisors 0.01% No change 3,797 $220K
Spinnaker Investment Group, LLC 0.06% New 3,784 $219K
Copperleaf Capital, LLC 0.19% New 3,770 $219K
Brio Consultants, LLC 0.04% New 3,769 $218K
One Plus One Wealth Management, LLC 0.13% New 3,768 $218K
ICA Group Wealth Management, LLC 0.04% Reduce -20.9% 3,766 $218K
Sovereign Financial Group, Inc. 0.06% New 3,761 $218K
Washington Capital Management, Inc. 0.18% New 3,760 $218K
HRC Wealth Management, LLC 0.16% New 3,756 $218K
Boston Financial Mangement LLC 0.01% New 3,753 $218K
Cottonwood Capital Advisors, LLC 0.17% New 3,814 $217K
American Trust 0.02% New 3,738 $217K
Rise Advisors, LLC 0.12% Add +100.7% 3,723 $216K
Calydon Capital 0.04% New 3,478 $215K
Hazlett, Burt & Watson, Inc. 0.13% Reduce -8.1% 3,687 $215K
Vantage Financial Partners Ltd., Inc. 0.06% New 3,700 $214K
Boston Family Office LLC 0.02% Reduce -21.3% 3,698 $214K
Eagle Wealth Strategies LLC 0.17% New 3,713 $214K
Affiance Financial, LLC 0.06% New 3,683 $213K
Traveka Wealth, LLC 0.10% New 3,679 $213K
Independent Wealth Network Inc. 0.10% New 3,679 $213K
Financial Insights, Inc. 0.06% New 3,675 $213K
Bryn Mawr Trust Advisors, LLC 0.01% New 3,675 $213K
Bell Investment Advisors, Inc 0.04% Reduce -0.5% 3,673 $213K
Interchange Capital Partners, LLC 0.14% New 3,628 $213K
Power Wealth Management LLC 0.13% New 3,662 $212K
Flagship Harbor Advisors, LLC 0.01% Reduce -35.7% 3,662 $212K
Hantz Financial Services, Inc. 0.00% Reduce -6.7% 3,652 $212K
Financial Management Network Inc. 0.05% New 3,728 $211K
Outlook Wealth Advisors, LLC 0.07% New 3,642 $211K
Cozad Asset Management Inc. 0.02% New 3,642 $211K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,643 $211K
City State Bank 0.09% Reduce -9.9% 3,629 $210K
Seed Wealth Management, Inc. 0.20% New 3,643 $210K
Wealthquest Corp 0.02% New 3,609 $209K
Endowment Wealth Management, Inc. 0.16% New 3,600 $209K
West Wealth Group, LLC 0.08% Reduce -28.5% 3,595 $208K
Heritage Investors Management Corp. 0.01% New 3,585 $208K
Finer Wealth Management, Inc. 0.14% Reduce -22.3% 3,581 $208K
Cedar Point Capital Partners, LLC 0.16% New 3,564 $207K
Towerpoint Wealth, LLC 0.10% New 3,561 $206K
Pinnacle Wealth Management Group, Inc. 0.15% New 3,550 $206K
RKL Wealth Management LLC 0.02% New 3,543 $205K
Keebeck Wealth Management 0.03% New 3,533 $205K
Oxbow Advisors, LLC 0.03% New 3,533 $205K
Echo45 Advisors LLC 0.15% New 3,522 $204K
Buttonwood Financial Advisors Inc. 0.10% New 3,519 $204K
AJOVista, LLC 0.55% No change 3,509 $203K
Deltec Asset Management LLC 0.04% New 3,500 $203K
McKinley Carter Wealth Services, Inc. 0.01% New 3,495 $203K
HBW Advisory Services LLC 0.04% No change 4,109 $202K
Heartwood Wealth Advisors LLC 0.02% New 3,483 $202K
Boyd Watterson Asset Management LLC 0.07% No change 3,482 $202K
Northstar Group, Inc. 0.04% New 3,479 $202K
TCV Trust & Wealth Management, Inc. 0.02% New 3,476 $201K
Madrona Financial Services, LLC 0.07% New 3,474 $201K
Sprinkle Financial Consultants LLC 0.17% New 3,473 $201K
Goldstone Financial Group, LLC 0.05% New 3,468 $201K
Strategic Wealth Partners, Ltd. 0.02% New 3,467 $201K
Chilton Investment Co. Inc. 0.01% Reduce -16.5% 3,465 $201K
Quantum Private Wealth, LLC 0.07% New 3,463 $201K
Cherry Tree Wealth Management, LLC 0.05% Reduce -2.3% 3,459 $200K
CoreCap Advisors, LLC 0.01% New 3,416 $198K
Bangor Savings Bank 0.02% Reduce -9.9% 3,350 $194K
Hall Laurie J Trustee 0.07% Reduce -16.5% 3,347 $194K
Hendershot Investments Inc. 0.03% No change 3,266 $189K
Hillsdale Investment Management Inc. 0.01% Reduce -17.7% 3,250 $188K
Powell Investment Advisors, LLC 0.10% No change 3,169 $184K
Creative Financial Designs Inc. 0.02% Reduce -1.6% 3,121 $181K
Capital Advisors, Ltd. LLC 0.02% Add +2.2% 3,020 $175K
Grove Bank & Trust 0.03% No change 3,014 $175K
SOA Wealth Advisors, LLC. 0.04% Add +79.6% 2,978 $173K
Colonial Trust Co / SC 0.03% Reduce -1.9% 2,961 $172K
Eagle Bay Advisors LLC 0.11% Reduce -12.7% 2,960 $172K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -3.2% 2,954 $171K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% No change 2,950 $171K
West Paces Advisors Inc. 0.04% Reduce -12.1% 2,913 $169K
Clear Investment Research, LLC 0.21% No change 2,734 $158K
Capital Analysts, LLC 0.01% Add +0.6% 2,717 $157K
CNB Bank 0.07% Add +6.8% 2,614 $152K
Gladius Capital Management LP 0.15% Add +4245.0% 2,607 $151K
Missouri Trust & Investment Co 0.06% No change 2,605 $151K
Pathway Financial Advisers, LLC 0.05% Reduce -0.0% 2,596 $151K
Arax Advisory Partners 0.02% Add +0.2% 2,583 $150K
Rosenberg Matthew Hamilton 0.04% Reduce -6.5% 2,573 $148K
BKM Wealth Management, LLC 0.06% Add +26.1% 2,523 $146K
Carmichael Hill & Associates, Inc. 0.06% Add +0.2% 2,521 $146K
Marquette Asset Management, LLC 0.03% No change 2,505 $145K
First United Bank & Trust 0.05% Reduce -2.0% 2,484 $144K
Ostrum Asset Management 0.01% Reduce -91.5% 2,480 $144K
PSI Advisors, LLC 0.05% Reduce -21.6% 2,360 $137K
Glen Eagle Advisors, LLC 0.03% Reduce -12.4% 2,340 $136K
Trust Co 0.02% Add +12.0% 2,337 $135K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +2.2% 2,315 $134K
Versant Capital Management, Inc 0.04% Add +0.2% 2,301 $133K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4.57% New 2,200 $128K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 2,194 $127K
Sugarloaf Wealth Management, LLC 0.03% Reduce -4.4% 2,147 $124K
Voisard Asset Management Group, Inc. 0.07% No change 2,064 $120K
BOK Financial Private Wealth, Inc. 0.01% No change 2,040 $118K
Syntax Research, Inc. 0.09% No change 2,036 $118K
Centerpoint Advisors, LLC 0.04% Add +128.2% 2,024 $117K
Global Financial Private Client, LLC 0.05% No change 2,021 $116K
Clean Yield Group 0.05% No change 2,000 $116K
Spirit of America Management Corp. 0.02% No change 2,000 $116K
Laffer Tengler Investments, Inc. 0.04% Add +4.2% 1,982 $115K
AlphaCentric Advisors LLC 0.07% Reduce -11.5% 1,946 $113K
DT Investment Partners, LLC 0.01% No change 1,940 $112K
Carolinas Wealth Consulting LLC 0.02% Add +22.2% 1,940 $112K
Tyler-Stone Wealth Management 0.05% Reduce -1.0% 1,898 $110K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,906 $110K
American Capital Advisory, LLC 0.09% Reduce -0.3% 2,836 $106K
Winch Advisory Services, LLC 0.03% Add +0.6% 1,828 $106K
Gables Capital Management Inc. 0.06% No change 1,800 $104K
Rational Advisors, Inc. 0.01% Reduce -37.4% 1,774 $103K
American National Bank & Trust 0.01% Reduce -27.2% 1,773 $103K
Larson Financial Group LLC 0.01% Reduce -31.9% 1,727 $100K
Nixon Capital, LLC 0.04% New 1,720 $100K
Adirondack Trust Co. 0.04% Add +10.9% 1,714 $99K
Riverview Trust Co 0.08% New 1,710 $99K
Armstrong Advisory Group, Inc. 0.01% No change 1,983 $98K
Abound Wealth Management 0.04% Add +2.0% 1,677 $97K
Rogco, LP 0.04% Reduce -9.2% 1,665 $97K
Covestor Ltd 0.06% Reduce -12.7% 1,644 $95K
Clearstead Trust, LLC 0.02% Add +13.0% 1,617 $94K
Heritage Wealth Advisors 0.00% No change 1,606 $93K
Prestige Wealth Management Group LLC 0.02% Reduce -87.3% 1,604 $93K
Mendota Financial Group, LLC 0.05% No change 1,604 $93K
SJS Investment Consulting Inc. 0.02% Add +4.1% 1,586 $92K
Bay Harbor Wealth Management, LLC 0.03% Reduce -0.6% 1,550 $90K
Frazier Financial Advisors, LLC 0.07% Add +5.4% 1,544 $89K
WR Wealth Planners, LLC 0.03% New 1,523 $88K
Independence Bank of Kentucky 0.03% Reduce -49.6% 1,515 $88K
Addison Advisors LLC 0.03% Add +6.7% 1,504 $87K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -6.3% 1,495 $87K
Macroview Investment Management LLC 0.10% Reduce -1.2% 1,500 $87K
Key Financial Inc 0.02% No change 1,477 $86K
Hollencrest Capital Management 0.00% No change 1,457 $84K
Ulland Investment Advisors, LLC 0.07% No change 1,435 $83K
Cranbrook Wealth Management, LLC 0.02% No change 1,425 $83K
SRH Advisors, LLC 0.03% No change 1,400 $81K
Westpac Banking Corp. 0.01% Reduce -73.4% 1,400 $81K
New England Capital Financial Advisors LLC 0.04% Reduce -6.6% 1,365 $79K
Clarity Asset Management, Inc. 0.05% Add +0.4% 1,355 $79K
Family CFO Inc 0.05% No change 1,347 $78K
Kessler Investment Group, LLC 0.05% No change 1,328 $77K
Beacon Capital Management, LLC 0.02% Add +18.2% 1,316 $76K
Northwest Bank & Trust Co 0.07% No change 1,285 $76K
Union Savings Bank 0.04% Reduce -7.8% 1,293 $75K
Glass Jacobson Investment Advisors llc 0.03% No change 1,278 $74K
Optimum Investment Advisors 0.03% No change 1,276 $74K
Avalon Trust Co 0.01% No change 1,268 $73K
First Community Trust NA 0.07% No change 1,267 $73K
Ramirez Asset Management, Inc. 0.01% No change 1,244 $72K
Investment Research & Advisory Group, Inc. 0.03% No change 1,225 $71K
Bank of New Hampshire 0.02% No change 1,220 $71K
WFA Asset Management Corp 0.04% Add +0.5% 1,213 $70K
McIlrath & Eck, LLC 0.01% No change 1,194 $69K
Towne Trust Company, N.A 0.02% Add +294.3% 1,183 $69K
City Holding Co. 0.01% No change 1,160 $67K
Loomis Sayles & Co. L P 0.00% Add +9.7% 1,143 $66K
Spotlight Asset Group, Inc. 0.05% Reduce -9.1% 1,091 $63K
Silicon Valley Capital Partners 0.01% Add +66.9% 1,088 $63K
GPS Wealth Strategies Group, LLC 0.01% No change 1,069 $62K
MidAtlantic Capital Management, Inc. 0.05% No change 1,068 $62K
Annapolis Financial Services, LLC 0.02% Add +0.3% 1,058 $61K
Atticus Wealth Management, LLC 0.02% No change 1,050 $61K
Financial Perspectives, Inc 0.02% Reduce -83.6% 1,011 $59K
Creekmur Asset Management LLC 0.02% No change 1,006 $58K
Keener Financial Planning LLC 0.04% No change 1,000 $58K
Westport Asset Management Inc. 0.03% No change 1,000 $58K
Kelly Lawrence W & Associates Inc. 0.01% New 1,000 $58K
Arcadia Investment Management Corp. 0.01% No change 1,000 $58K
Richardson Financial Services Inc. 0.04% No change 995 $58K
Opal Wealth Advisors, LLC 0.02% New 983 $57K
Foster Dykema Cabot & Partners, LLC 0.01% No change 979 $57K
Paladin Advisory Group, LLC 0.04% No change 958 $55K
Lam Group, Inc. 0.04% No change 900 $52K
Central Bank & Trust Co. 0.01% No change 899 $52K
FSA Wealth Management LLC 0.02% No change 897 $52K
Cyrus J. Lawrence, LLC 0.01% — 900 $52K
Security National Bank 0.01% No change 896 $52K
Country Trust Bank 0.00% Add +14.4% 890 $52K
Tortoise Investment Management, LLC 0.01% Add +10.0% 880 $51K
Caitlin John, LLC 0.04% Add +0.6% 871 $51K
Bogart Wealth, LLC 0.00% Reduce -54.4% 863 $50K
Financial Management Professionals, Inc. 0.01% Add +3.3% 845 $49K
PrairieView Partners, LLC 0.01% Reduce -2.3% 842 $49K
Pittenger & Anderson Inc. 0.00% No change 831 $48K
Activest Wealth Management 0.02% New 812 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -8.5% 804 $47K
Advantage Trust Co 0.03% No change 800 $46K
Impact Partnership Wealth, LLC 0.02% No change 800 $46K
Global Assets Advisory, LLC 0.03% New 790 $46K
Atlas Capital Advisors Inc. 0.01% Add +115.8% 779 $45K
Bfsg, LLC 0.01% Add +12.4% 769 $45K
J.Safra Asset Management Corp 0.00% Add +704.4% 740 $43K
Venturi Wealth Management, LLC 0.00% Add +1.7% 736 $43K
Signature Resources Capital Management, LLC 0.04% No change 851 $42K
Timber Creek Capital Management LLC 0.01% No change 700 $41K
MUFG Securities EMEA plc 0.00% Reduce -73.5% 697 $40K
Hoese & Co LLP 0.04% No change 724 $40K
Mascoma Wealth Management LLC 0.01% Reduce -46.8% 681 $39K
Wetzel Investment Advisors, Inc. 0.02% No change 660 $39K
Transcendent Capital Group LLC 0.02% No change 655 $38K
Cornerstone Planning Group LLC 0.01% Add +0.5% 632 $38K
Optiver Holding B.V. 0.00% New 628 $36K
Cedar Mountain Advisors, LLC 0.01% Reduce -2.8% 625 $36K
AllSquare Wealth Management LLC 0.02% No change 600 $35K
Aristotle Capital Management, LLC 0.00% New 600 $35K
Financial Freedom, LLC 0.02% Add +0.3% 577 $33K
Private Ocean, LLC 0.00% Reduce -16.2% 570 $33K
Beaird Harris Wealth Management, LLC 0.00% Reduce -18.8% 560 $32K
St. Johns Investment Management Company, LLC 0.02% No change 553 $32K
NFSG Corp 0.01% Reduce -76.2% 548 $32K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 534 $31K
Truvestments Capital LLC 0.01% No change 520 $30K
RE Dickinson Investment Advisors, LLC 0.02% No change 520 $30K
Orion Capital Management LLC 0.02% No change 500 $29K
Gen-Wealth Partners Inc 0.01% — 500 $29K
Core Wealth Advisors, Inc. 0.01% No change 500 $29K
Arlington Trust Co LLC 0.01% Reduce -6.2% 485 $28K
Barrett & Company, Inc. 0.01% No change 477 $28K
Sanctuary Wealth Management, L.L.C. 0.02% No change 477 $28K
Park Place Capital Corp 0.01% Reduce -21.2% 477 $28K
Stone House Investment Management, LLC 0.01% Add +0.4% 467 $27K
Horizon Bancorp Inc. 0.01% No change 470 $27K
JDM Financial Group LLC 0.02% No change 465 $27K
Private Wealth Management Group, LLC 0.01% No change 450 $26K
RFP Financial Group LLC 0.01% Reduce -26.9% 440 $26K
Byrne Asset Management LLC 0.02% Add +17.3% 440 $26K
McClarren Financial Advisors, Inc. 0.02% Add +0.7% 425 $25K
Bellevue Asset Management, LLC 0.01% Add +0.7% 425 $25K
Mb, Levis & Associates, LLC 0.01% No change 419 $24K
Hanson & Doremus Investment Management 0.00% Add +30.6% 406 $24K
Valued Wealth Advisors LLC 0.02% Add +102.0% 410 $24K
Tidemark, LLC 0.01% Add +79.4% 409 $24K
Rakuten Securities, Inc. 0.01% Reduce -16.7% 404 $23K
nVerses Capital, LLC 0.06% New 400 $23K
Costello Asset Management, INC 0.02% No change 398 $23K
NewSquare Capital LLC 0.00% Reduce -0.3% 383 $22K
EnRich Financial Partners LLC 0.01% New 375 $22K
Archer Investment Corp 0.01% Add +3.0% 374 $22K
Stephens Consulting, LLC 0.01% No change 355 $21K
Navera Investment Management Ltd. 0.00% No change 350 $20K
America First Investment Advisors, LLC 0.00% No change 341 $20K
Y.D. More Investments Ltd 0.00% No change 339 $20K
Kelly Financial Services LLC 0.01% Add +2.7% 337 $20K
Red Tortoise LLC 0.01% No change 336 $19K
Main Street Group, LTD 0.01% Add +2.8% 328 $19K
Redmont Wealth Advisors LLC 0.03% New 320 $19K
Raffa Wealth Management, LLC 0.01% Reduce -14.2% 314 $18K
PFS Partners, LLC 0.01% No change 311 $18K
Westside Investment Management, Inc. 0.00% No change 300 $17K
Newton One Investments LLC 0.01% Add +0.7% 299 $17K
Legacies Wealth LLC 0.02% No change 299 $17K
Dunhill Financial, LLC 0.01% Add +19.3% 291 $17K
Breakwater Investment Management 0.01% — 288 $17K
CGC Financial Services, LLC 0.01% No change 280 $16K
Jamison Private Wealth Management, Inc. 0.00% Add +41.0% 275 $16K
Coston, McIsaac & Partners 0.00% Add +0.4% 259 $15K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -98.8% 255 $15K
Balefire, LLC 0.01% Reduce -64.3% 255 $15K
Naples Money Management LLC 0.01% No change 249 $14K
Kozak & Associates, Inc. 0.00% Add +0.9% 219 $13K
Center for Financial Planning, Inc. 0.00% No change 230 $13K
Gleason Group, Inc. 0.00% Add +0.4% 226 $13K
Norwood Financial Corp 0.02% Reduce -10.0% 225 $13K
ORG Partners LLC 0.02% Reduce -79.3% 216 $12K
Kiely Wealth Advisory Group, Inc. 0.01% No change 200 $12K
REAP Financial Group, LLC 0.00% Add +0.5% 206 $12K
Dixon Mitchell Investment Counsel Inc. 0.00% New 200 $12K
Princeton Global Asset Management LLC 0.00% Add +0.5% 196 $11K
ClariVest Asset Management LLC 0.00% Add +20.5% 182 $11K
EntryPoint Capital, LLC 0.01% Add +25.9% 175 $10K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -96.8% 177 $10K
Castleview Partners, LLC 0.01% No change 168 $10K
Wolff Wiese Magana LLC 0.01% No change 160 $9K
Nordwand Advisors, LLC 0.00% New 160 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 160 $9K
Tanglewood Legacy Advisors, LLC 0.00% Add +55.0% 155 $9K
Trifecta Capital Advisors, LLC 0.00% No change 152 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -78.0% 150 $9K
PayPay Securities Corp 0.43% Reduce -19.6% 148 $9K
Exchange Traded Concepts, LLC 0.00% Reduce -61.3% 135 $8K
Broadwater Capital Management LLC 0.01% No change 133 $8K
Criterion Capital Advisors, LLC 0.01% Add +46.7% 132 $8K
Global Wealth Strategies & Associates 0.00% New 127 $7K
Riggs Asset Managment Co. Inc. 0.00% Add +12.7% 124 $7K
IFS Advisors, LLC 0.01% No change 118 $7K
Carolina Wealth Advisors, LLC 0.00% No change 113 $7K
Granite FO LLC 0.00% No change 108 $6K
Nemes Rush Group LLC 0.00% No change 104 $6K
DHJJ Financial Advisors, Ltd. 0.00% Add +13.0% 104 $6K
Eukles Asset Management 0.00% No change 101 $6K
Horizon Financial Services, LLC 0.00% New 97 $6K
TFC Financial Management, Inc. 0.00% Reduce -71.4% 93 $5K
Toth Financial Advisory Corp. 0.00% No change 93 $5K
Provenance Wealth Advisors, LLC 0.00% Reduce -60.6% 89 $5K
Burkett Financial Services, LLC 0.00% No change 88 $5K
Motco 0.00% Reduce -60.0% 82 $5K
LFA - Lugano Financial Advisors SA 0.00% No change 81 $5K
Delos Wealth Advisors, LLC 0.01% Add +58.0% 79 $5K
Cassady Schiller Wealth Management, LLC 0.00% No change 79 $5K
Delta Accumulation, LLC 0.03% No change 73 $4K
Moser Wealth Advisors, LLC 0.00% New 72 $4K
Aspect Partners, LLC 0.00% No change 70 $4K
FSC Wealth Advisors, LLC 0.00% No change 68 $4K
Albion Financial Group 0.00% No change 67 $4K
Chesapeake Asset Management LLC 0.00% No change 63 $4K
Elevation Wealth Partners, LLC 0.00% No change 60 $3K
AlphaMark Advisors, LLC 0.00% No change 50 $3K
Frank, Rimerman Advisors LLC 0.00% No change 40 $2K
TFO Wealth Partners, LLC 0.00% No change 35 $2K
Valley Wealth Managers, Inc. 0.00% No change 26 $2K
GoalVest Advisory LLC 0.00% New 15 $869
WestEnd Advisors, LLC 0.00% New 14 $811
TD Capital Management LLC 0.00% New 12 $696
Planning Capital Management Corp 0.00% Reduce -96.5% 10 $580
Deane Retirement Strategies, Inc. 0.00% No change 2 $116
GFG Capital, LLC 0.00% Add +0.5% 23,556 $0

"% of holder's portfolio" is WFC's weight in each manager's 13F, not the share of Wells Fargo & Co. the manager owns.