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JPM Holdings Changes image
This page summarizes the JPM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether JPM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing JPM Share Count
Copeland Capital Management LLC 500 37,690 +37,190 +7438.00%
Simplicity Wealth LLC 2,172 105,831 +103,659 +4772.51%
GW&K Investment Management LLC 2,653 82,457 +79,804 +3008.07%
AustralianSuper Pty Ltd 11,677 336,408 +324,731 +2780.95%
Teamwork Financial Advisors LLC 2,435 50,739 +48,304 +1983.74%
San Luis Wealth Advisors LLC 1,202 20,985 +19,783 +1645.84%
Lloyd Advisory Services LLC. 2,375 16,250 +13,875 +584.21%
Codex Capital L.L.C. 3,300 21,000 +17,700 +536.36%
Headlands Technologies LLC 173 939 +766 +442.77%
Kesler Norman & Wride LLC 2,702 12,165 +9,463 +350.22%
Signal Advisors Wealth LLC 2,124 9,214 +7,090 +333.80%
OPTIMAS CAPITAL Ltd 11,453 41,500 +30,047 +262.35%
Schneider Downs Wealth Management Advisors LP 2,005 6,786 +4,781 +238.45%
Retirement Group LLC 48 157 +109 +227.08%
Your Advocates Ltd. LLP 50 150 +100 +200.00%
PFG Investments LLC 24,562 69,781 +45,219 +184.10%
Rakuten Securities Inc. 261 727 +466 +178.54%
Inscription Capital LLC 11,938 32,315 +20,377 +170.69%
Catalina Capital Group LLC 3,724 9,416 +5,692 +152.85%
Capstone Triton Financial Group LLC 1,922 4,747 +2,825 +146.98%
Guidance Capital Inc. 3,112 7,664 +4,552 +146.27%
TFB Advisors LLC 1,928 4,742 +2,814 +145.95%
Integral Investment Advisors Inc. 5,064 12,192 +7,128 +140.76%
Sanders Morris Harris LLC 8,861 20,494 +11,633 +131.28%
Schrum Private Wealth Management LLC 5,001 11,528 +6,527 +130.51%
Financial Synergies Wealth Advisors Inc. 348 787 +439 +126.15%
Sigma Planning Corp 33,779 75,270 +41,491 +122.83%
Fermata Advisors LLC 1,357 3,021 +1,664 +122.62%
Capital Management Associates NY 4,902 10,671 +5,769 +117.69%
Willis Johnson & Associates Inc. 1,363 2,939 +1,576 +115.63%
Capstone Investment Advisors LLC 722 1,538 +816 +113.02%
Eagle Strategies LLC 5,510 11,714 +6,204 +112.60%
Aprio Wealth Management LLC 6,685 13,954 +7,269 +108.74%
Arcataur Capital Management LLC 5,402 11,151 +5,749 +106.42%
SG Americas Securities LLC 188,695 378,184 +189,489 +100.42%
Pensionfund Sabic 3,000 6,000 +3,000 +100.00%
Capital Advisory Group Advisory Services LLC 1,629 3,223 +1,594 +97.85%
D. B. Root & Company LLC 1,419 2,798 +1,379 +97.18%
Tanager Wealth Management LLP 4,388 8,511 +4,123 +93.96%
Dover Advisors LLC 8,653 16,677 +8,024 +92.73%
Hollencrest Capital Management 37,111 71,493 +34,382 +92.65%
International Assets Investment Management LLC 323,532 608,675 +285,143 +88.13%
Peninsula Wealth LLC 2,656 4,991 +2,335 +87.91%
Violich Capital Management Inc. 10,485 19,695 +9,210 +87.84%
Rise Advisors LLC 1,748 3,193 +1,445 +82.67%
Koshinski Asset Management Inc. 13,823 25,020 +11,197 +81.00%
Better Money Decisions LLC 1,703 3,048 +1,345 +78.98%
Centric Wealth Management 4,075 7,247 +3,172 +77.84%
Fortis Capital Advisors LLC 3,960 7,001 +3,041 +76.79%
Obermeyer Wood Investment Counsel Lllp 18,958 32,973 +14,015 +73.93%
Sutton Place Investors LLC 13,099 22,725 +9,626 +73.49%
Milestone Asset Management LLC 2,353 4,075 +1,722 +73.18%
Capital Management Associates Inc 2,147 3,655 +1,508 +70.24%
Opus Capital Group LLC 1,455 2,476 +1,021 +70.17%
Aviance Capital Partners LLC 48,911 83,165 +34,254 +70.03%
GoalVest Advisory LLC 8,669 14,662 +5,993 +69.13%
BIP Wealth LLC 2,408 4,066 +1,658 +68.85%
Merit Financial Group LLC 45,094 76,071 +30,977 +68.69%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 3,719 6,232 +2,513 +67.57%
Motive Wealth Advisors 1,851 3,082 +1,231 +66.50%
Astoria Portfolio Advisors LLC. 8,772 14,477 +5,705 +65.04%
Robeco Institutional Asset Management B.V. 1,784,592 2,923,969 +1,139,377 +63.85%
jvl associates llc 1,196 1,911 +715 +59.78%
Mission Wealth Management LP 34,379 54,386 +20,007 +58.20%
Lakewood Asset Management LLC 2,012 3,171 +1,159 +57.60%
Vaughan Nelson Investment Management L.P. 820,968 1,292,959 +471,991 +57.49%
Wiley BROS. Aintree Capital LLC 19,306 30,260 +10,954 +56.74%
Barrett & Company Inc. 6,401 10,024 +3,623 +56.60%
BHK Investment Advisors LLC 7,021 10,975 +3,954 +56.32%
Peterson Financial Group Inc. 16,174 25,254 +9,080 +56.14%
Valued Wealth Advisors LLC 489 763 +274 +56.03%
New Republic Capital LLC 12,197 18,975 +6,778 +55.57%
SlateStone Wealth LLC 43,847 68,104 +24,257 +55.32%
Sterling Financial Planning Inc. 1,306 2,006 +700 +53.60%
Oxbow Advisors LLC 1,300 1,979 +679 +52.23%
WFA Asset Management Corp 804 1,216 +412 +51.24%
First Citizens Bank & Trust Co. 111,037 167,359 +56,322 +50.72%
Carr Financial Group Corp 4,221 6,358 +2,137 +50.63%
Actinver Wealth Management Inc. 2,238 3,353 +1,115 +49.82%
Interchange Capital Partners LLC 2,176 3,203 +1,027 +47.20%
Shikiar Asset Management Inc. 2,040 2,990 +950 +46.57%
MONECO Advisors LLC 13,041 18,715 +5,674 +43.51%
Sterling Investment Counsel LLC 10,338 14,810 +4,472 +43.26%
Fulcrum Equity Management 2,112 2,995 +883 +41.81%
Carolina Wealth Advisors LLC 99 139 +40 +40.40%
STA Wealth Management LLC 12,175 17,084 +4,909 +40.32%
Mogy Joel R Investment Counsel Inc. 3,966 5,524 +1,558 +39.28%
Guardian Asset Advisors LLC 1,822 2,535 +713 +39.13%
WMG Financial Advisors LLC 1,762 2,450 +688 +39.05%
Summit Trail Advisors LLC 31,539 43,352 +11,813 +37.46%
Coastline Trust Co 23,027 31,544 +8,517 +36.99%
Honkamp Krueger Financial Services Inc. 58,073 79,397 +21,324 +36.72%
Aaron Wealth Advisors 11,555 15,664 +4,109 +35.56%
AlphaStar Capital Management LLC 10,864 14,694 +3,830 +35.25%
Baltimore Washington Financial Advisors Inc. 79,886 107,506 +27,620 +34.57%
VCI Wealth Management LLC 2,384 3,205 +821 +34.44%
Silicon Valley Capital Partners 5,818 7,802 +1,984 +34.10%
Carmel Capital Partners LLC 2,488 3,333 +845 +33.96%
W.H. Cornerstone Investments Inc. 1,516 2,025 +509 +33.58%
Hanlon Investment Management Inc. 1,238 1,650 +412 +33.28%
Quantum Financial Advisors LLC 4,504 5,980 +1,476 +32.77%
Manchester Capital Management LLC 15,250 20,114 +4,864 +31.90%
MN Wealth Advisors LLC 35,353 46,627 +11,274 +31.89%
Smartleaf Asset Management LLC 12,862 16,932 +4,070 +31.64%
Stevens Capital Management LP 66,672 87,680 +21,008 +31.51%
Southland Equity Partners LLC 4,648 6,111 +1,463 +31.48%
Moss Adams Wealth Advisors LLC 4,590 6,017 +1,427 +31.09%
Cornerstone Wealth Group LLC 45,267 59,270 +14,003 +30.93%
Andrew Hill Investment Advisors Inc. 18,571 24,259 +5,688 +30.63%
Cedrus LLC 3,369 4,394 +1,025 +30.42%
Schear Investment Advisers LLC 7,229 9,413 +2,184 +30.21%
Onyx Bridge Wealth Group LLC 10,740 13,945 +3,205 +29.84%
Nelson Van Denburg & Campbell Wealth Management Group LLC 39,404 50,982 +11,578 +29.38%
Wealthcare Advisory Partners LLC 39,388 50,960 +11,572 +29.38%
Worth Asset Management LLC 1,611 2,079 +468 +29.05%
ClariVest Asset Management LLC 131 169 +38 +29.01%
Occidental Asset Management LLC 18,460 23,778 +5,318 +28.81%
American Institute for Advanced Investment Management LLP 1,383 1,781 +398 +28.78%
Atticus Wealth Management LLC 2,440 3,138 +698 +28.61%
American Financial Advisors LLC 1,667 2,135 +468 +28.07%
Dakota Wealth Management 141,896 181,306 +39,410 +27.77%
Fifth Third Wealth Advisors LLC 34,284 43,557 +9,273 +27.05%
Concord Wealth Partners 21,869 27,727 +5,858 +26.79%
Global Strategic Investment Solutions LLC 2,184 2,767 +583 +26.69%
Trust Co. of Vermont 164,754 208,593 +43,839 +26.61%
Meeder Asset Management Inc. 7,164 9,058 +1,894 +26.44%
Borer Denton & Associates Inc. 3,415 4,304 +889 +26.03%
Syverson Strege & Co 1,610 2,028 +418 +25.96%
Patron Partners Advisors LLC 3,569 4,492 +923 +25.86%
BNP Paribas Arbitrage SA 2,563,990 3,223,548 +659,558 +25.72%
Tobam 1,703 2,134 +431 +25.31%
Independence Bank of Kentucky 35,963 45,017 +9,054 +25.18%
Callan Capital LLC 6,326 7,918 +1,592 +25.17%
Solitude Financial Services 2,460 3,065 +605 +24.59%
Wesbanco Bank Inc. 261,304 323,479 +62,175 +23.79%
Baskin Financial Services Inc. 1,545 1,910 +365 +23.62%
Pekin Hardy Strauss Inc. 11,271 13,871 +2,600 +23.07%
Simon Quick Advisors LLC 17,246 21,213 +3,967 +23.00%
Centennial Wealth Advisory LLC 1,308 1,608 +300 +22.94%
One Wealth Advisors LLC 5,954 7,235 +1,281 +21.51%
Aletheian Wealth Advisors LLC 5,701 6,926 +1,225 +21.49%
OMNI 360 Wealth Inc. 1,555 1,884 +329 +21.16%
Purus Wealth Management LLC 8,719 10,555 +1,836 +21.06%
Counterweight Ventures LLC 12,873 15,547 +2,674 +20.77%
Monument Capital Management 10,328 12,464 +2,136 +20.68%
Cherrydale Wealth Management LLC 1,968 2,370 +402 +20.43%
ETF Store Inc. 1,216 1,463 +247 +20.31%
Stiles Financial Services Inc 7,132 8,578 +1,446 +20.27%
Sandy Cove Advisors LLC 7,843 9,433 +1,590 +20.27%
Banque Pictet & Cie SA 42,408 50,860 +8,452 +19.93%
Red Tortoise LLC 342 410 +68 +19.88%
WestEnd Advisors LLC 56 67 +11 +19.64%
MJP Associates Inc. ADV 12,230 14,603 +2,373 +19.40%
Fidelis Capital Partners LLC 30,326 36,210 +5,884 +19.40%
Baron Silver Stevens Financial Advisors LLC 6,805 8,115 +1,310 +19.25%
Harel Insurance Investments & Financial Services Ltd. 9,373 11,174 +1,801 +19.21%
Total Clarity Wealth Management Inc. 9,268 11,041 +1,773 +19.13%
Advisory Services Network LLC 123,260 146,135 +22,875 +18.56%
Kinsale Capital Group Inc. 23,873 28,246 +4,373 +18.32%
Integrity Financial Corp WA 2,622 3,097 +475 +18.12%
CBOE Vest Financial LLC 81,514 96,180 +14,666 +17.99%
Bell Bank 16,192 19,102 +2,910 +17.97%
West Paces Advisors Inc. 8,749 10,298 +1,549 +17.70%
Lipe & Dalton 1,530 1,800 +270 +17.65%
Bogart Wealth LLC 37,852 44,529 +6,677 +17.64%
Eudaimonia Advisors LLC 9,938 11,671 +1,733 +17.44%
Benchmark Financial Wealth Advisors LLC 2,266 2,646 +380 +16.77%
Perkins Coie Trust Co 17,769 20,743 +2,974 +16.74%
Baron Wealth Management LLC 4,284 4,998 +714 +16.67%
Financial Strategies Group Inc. 24,858 28,977 +4,119 +16.57%
Magnolia Capital Advisors LLC 19,124 22,293 +3,169 +16.57%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 515,755 600,376 +84,621 +16.41%
Quent Capital LLC 10,708 12,448 +1,740 +16.25%
Warren Street Wealth Advisors LLC 3,502 4,067 +565 +16.13%
Stablepoint Partners LLC 43,440 50,398 +6,958 +16.02%
Beech Hill Advisors Inc. 17,031 19,751 +2,720 +15.97%
Chickasaw Capital Management LLC 1,575 1,826 +251 +15.94%
Tevis Investment Management 3,788 4,380 +592 +15.63%
Compagnie Lombard Odier SCmA 815,501 942,739 +127,238 +15.60%
Schaper Benz & Wise Investment Counsel Inc. WI 1,928 2,228 +300 +15.56%
Perfromance Wealth Partners LLC 102,181 118,071 +15,890 +15.55%
Strategic Planning Group LLC 21,121 24,354 +3,233 +15.31%
Whelan Financial 2,692 3,102 +410 +15.23%
NorthRock Partners LLC 33,467 38,560 +5,093 +15.22%
Crew Capital Management Ltd. 5,483 6,317 +834 +15.21%
Vicus Capital 9,494 10,931 +1,437 +15.14%
BNC Wealth Management LLC 5,960 6,856 +896 +15.03%
Cassia Capital Partners LLC 4,069 4,678 +609 +14.97%
K.J. Harrison & Partners Inc 41,583 47,794 +6,211 +14.94%
Atomi Financial Group Inc. 39,328 45,179 +5,851 +14.88%
AIA Group Ltd 60,471 69,423 +8,952 +14.80%
Equitable Trust Co. 47,792 54,770 +6,978 +14.60%
Prospect Financial Services LLC 1,938 2,221 +283 +14.60%
O Keefe Stevens Advisory Inc. 4,946 5,664 +718 +14.52%
Smith Anglin Financial LLC 2,681 3,070 +389 +14.51%
Lake Street Financial LLC 40,206 45,985 +5,779 +14.37%
Avalon Trust Co 4,413 5,047 +634 +14.37%
Godsey & Gibb Associates 2,443 2,793 +350 +14.33%
Addison Capital Co 27,694 31,650 +3,956 +14.28%
Unique Wealth Strategies LLC 6,289 7,185 +896 +14.25%
Emerald Advisors LLC 3,162 3,612 +450 +14.23%
Aveo Capital Partners LLC 5,151 5,882 +731 +14.19%
Wallace Advisory Group LLC 5,975 6,821 +846 +14.16%
McClarren Financial Advisors Inc. 1,054 1,202 +148 +14.04%
Magnolia Capital Management Ltd. 2,925 3,325 +400 +13.68%
Aspire Private Capital LLC 3,806 4,324 +518 +13.61%
Tarbox Family Office Inc. 1,697 1,926 +229 +13.49%
Summitry LLC 2,763 3,135 +372 +13.46%
Envestnet Portfolio Solutions Inc. 324,830 368,430 +43,600 +13.42%
Bernardo Wealth Planning LLC 2,298 2,603 +305 +13.27%
Main Street Financial Solutions LLC 13,635 15,432 +1,797 +13.18%
Nations Financial Group Inc. IA ADV 50,128 56,670 +6,542 +13.05%
Warther Private Wealth LLC 4,087 4,619 +532 +13.02%
RAM Investment Partners LLC 1,346 1,521 +175 +13.00%
Bigelow Investment Advisors LLC 10,124 11,436 +1,312 +12.96%
McGlone Suttner Wealth Management Inc. 7,717 8,710 +993 +12.87%
Coerente Capital Management 43,234 48,761 +5,527 +12.78%
Cooper Financial Group 7,709 8,693 +984 +12.76%
NovaPoint Capital LLC 2,565 2,892 +327 +12.75%
Hudson Value Partners LLC 14,609 16,469 +1,860 +12.73%
Opinicus Capital Inc. 16,956 19,068 +2,112 +12.46%
Baker Boyer National Bank 1,210 1,360 +150 +12.40%
Angeles Wealth Management LLC 10,549 11,855 +1,306 +12.38%
SJS Investment Consulting Inc. 2,334 2,615 +281 +12.04%
RiverFront Investment Group LLC 54,421 60,955 +6,534 +12.01%
Howard Wealth Management LLC 3,482 3,897 +415 +11.92%
Stock Yards Bank & Trust Co. 403,016 450,675 +47,659 +11.83%
Belpointe Asset Management LLC 32,291 36,075 +3,784 +11.72%
Private Capital Management LLC 5,672 6,330 +658 +11.60%
Allred Capital Management LLC 11,568 12,909 +1,341 +11.59%
NewEdge Wealth LLC 265,191 295,728 +30,537 +11.52%
Advocate Group LLC 38,710 43,156 +4,446 +11.49%
Zimmermann Investment Management & Planning LLC 4,291 4,781 +490 +11.42%
USAdvisors Wealth Management LLC 1,546 1,721 +175 +11.32%
Smallwood Wealth Investment Management LLC 1,767 1,967 +200 +11.32%
Hartford Funds Management Co LLC 13,157 14,638 +1,481 +11.26%
Applied Finance Capital Management LLC 137,684 153,108 +15,424 +11.20%
Joel Isaacson & Co. LLC 42,971 47,730 +4,759 +11.07%
Keystone Financial Group 18,814 20,873 +2,059 +10.94%
Parkside Financial Bank & Trust 27,919 30,936 +3,017 +10.81%
Meadow Creek Wealth Advisors LLC 10,275 11,384 +1,109 +10.79%
Nilsine Partners LLC 28,585 31,665 +3,080 +10.77%
Wealth Alliance Advisory Group LLC 11,921 13,202 +1,281 +10.75%
CWM LLC 295,794 327,311 +31,517 +10.66%
CORDA Investment Management LLC. 6,523 7,218 +695 +10.65%
Richardson Financial Services Inc. 4,914 5,436 +522 +10.62%
Natixis Advisors L.P. 1,950,699 2,157,416 +206,717 +10.60%
MBE Wealth Management LLC 1,672 1,849 +177 +10.59%
Summit Global Investments 22,465 24,806 +2,341 +10.42%
Finer Wealth Management Inc. 19,270 21,252 +1,982 +10.29%
Magnus Financial Group LLC 46,011 50,734 +4,723 +10.26%
NDVR Inc. 1,280 1,410 +130 +10.16%
BI Asset Management Fondsmaeglerselskab A S 361,576 398,236 +36,660 +10.14%
CFO4Life Group LLC 9,119 10,041 +922 +10.11%
Strong Tower Advisory Services 5,947 6,548 +601 +10.11%
Kohmann Bosshard Financial Services LLC 3,987 4,387 +400 +10.03%
Arbor Investment Advisors LLC 2,074 2,281 +207 +9.98%
Los Angeles Capital Management & Equity Research Inc. 1,171,696 1,287,369 +115,673 +9.87%
Tributary Capital Management LLC 5,260 5,779 +519 +9.87%
Derbend Asset Management 4,913 5,398 +485 +9.87%
Legacy Trust 36,504 40,088 +3,584 +9.82%
GDS Wealth Management 60,730 66,654 +5,924 +9.75%
Capital Performance Advisors LLP 1,747 1,917 +170 +9.73%
Grove Bank & Trust 24,292 26,648 +2,356 +9.70%
American Planning Services Inc. 2,069 2,269 +200 +9.67%
Northstar Group Inc. 3,451 3,784 +333 +9.65%
Collective Family Office LLC 3,387 3,714 +327 +9.65%
Keener Financial Planning LLC 1,507 1,652 +145 +9.62%
Berger Financial Group Inc 5,922 6,491 +569 +9.61%
JJJ Advisors Inc. 2,467 2,703 +236 +9.57%
Tokio Marine Asset Management Co. Ltd. 64,940 71,146 +6,206 +9.56%
Wellspring Financial Advisors LLC 2,991 3,272 +281 +9.39%
Oregon Public Employees Retirement Fund 225,971 247,171 +21,200 +9.38%
Forsta AP Fonden 668,500 730,600 +62,100 +9.29%
Bensler LLC 1,266 1,382 +116 +9.16%
Oakwell Private Wealth Management LLC 5,330 5,811 +481 +9.02%
Little House Capital LLC 31,371 34,192 +2,821 +8.99%
Advisors Capital Management LLC 400,341 435,744 +35,403 +8.84%
Evolution Wealth Advisors LLC 4,968 5,406 +438 +8.82%
Omnia Family Wealth LLC 4,873 5,302 +429 +8.80%
Sovereign Financial Group Inc. 4,750 5,163 +413 +8.69%
Dechtman Wealth Management LLC 5,217 5,670 +453 +8.68%
Meyer Handelman Co. 261,108 283,626 +22,518 +8.62%
Sfmg LLC 15,235 16,546 +1,311 +8.61%
GAMMA Investing LLC 51,737 56,159 +4,422 +8.55%
Nadler Financial Group Inc. 4,243 4,605 +362 +8.53%
Next Level Private LLC 55,208 59,917 +4,709 +8.53%
Veriti Management LLC 71,563 77,612 +6,049 +8.45%
Charter Oak Capital Management LLC 7,574 8,210 +636 +8.40%
Henrickson Nauta Wealth Advisors Inc. 3,130 3,391 +261 +8.34%
Roundview Capital LLC 55,006 59,552 +4,546 +8.26%
Gray Wealth Management Inc. 6,450 6,980 +530 +8.22%
Empowered Funds LLC 84,159 91,066 +6,907 +8.21%
HF Advisory Group LLC 11,454 12,391 +937 +8.18%
BKD Wealth Advisors LLC 62,596 67,707 +5,111 +8.17%
Boyar Asset Management Inc. 53,711 58,083 +4,372 +8.14%
First National Bank of Hutchinson 9,992 10,805 +813 +8.14%
Gilliland Jeter Wealth Management LLC 23,954 25,899 +1,945 +8.12%
Relyea Zuckerberg Hanson LLC 18,337 19,824 +1,487 +8.11%
CLARET ASSET MANAGEMENT Corp 2,539 2,743 +204 +8.03%
Consilium Wealth Advisory LLC 12,155 13,131 +976 +8.03%
Hemenway Trust Co LLC 10,169 10,984 +815 +8.01%
Mcdaniel Terry & Co. 5,658 6,108 +450 +7.95%
Apollon Financial LLC 4,274 4,612 +338 +7.91%
Sendero Wealth Management LLC 5,811 6,268 +457 +7.86%
Latitude Advisors LLC 4,644 5,005 +361 +7.77%
Norwood Financial Corp 2,048 2,207 +159 +7.76%
Main Street Research LLC 179,855 193,783 +13,928 +7.74%
McAdam LLC 3,233 3,483 +250 +7.73%
Ritholtz Wealth Management 66,775 71,921 +5,146 +7.71%
MAI Capital Management 328,998 354,167 +25,169 +7.65%
Thrive Wealth Management LLC 7,299 7,854 +555 +7.60%
Avion Wealth 1,186 1,276 +90 +7.59%
Accurate Wealth Management LLC 25,106 26,993 +1,887 +7.52%
Diversified LLC 9,072 9,738 +666 +7.34%
First Merchants Corp 56,989 61,142 +4,153 +7.29%
Almanack Investment Partners LLC. 4,580 4,914 +334 +7.29%
Fiduciary Family Office LLC 14,605 15,668 +1,063 +7.28%
Sound Income Strategies LLC 7,760 8,319 +559 +7.20%
Gryphon Financial Partners LLC 25,004 26,798 +1,794 +7.17%
Narwhal Capital Management 128,836 137,976 +9,140 +7.09%
Stonebrook Private Inc. 30,375 32,527 +2,152 +7.08%
Breakwater Capital Group 8,872 9,498 +626 +7.06%
Centurion Wealth Management LLC 4,790 5,127 +337 +7.04%
Braun Bostich & Associates Inc. 2,959 3,167 +208 +7.03%
Fortem Financial Group LLC 13,893 14,867 +974 +7.01%
First Command Advisory Services Inc. 7,481 8,004 +523 +6.99%
Financial Partners Group Inc 4,721 5,036 +315 +6.67%
Davis Capital Management 438 467 +29 +6.62%
Benjamin F. Edwards & Company Inc. 100,251 106,865 +6,614 +6.60%
Daiwa Securities Group Inc. 347,197 370,120 +22,923 +6.60%
Hassell Wealth Management LLC 3,764 4,012 +248 +6.59%
Consilio Wealth Advisors LLC 2,952 3,145 +193 +6.54%
Centerpoint Advisors LLC 6,215 6,618 +403 +6.48%
Precedent Wealth Partners LLC 7,879 8,387 +508 +6.45%
Hudson Valley Investment Advisors Inc. ADV 83,089 88,347 +5,258 +6.33%
Gerber LLC 4,962 5,275 +313 +6.31%
Coastal Investment Advisors Inc. 17,552 18,646 +1,094 +6.23%
Neumann Capital Management LLC 12,872 13,672 +800 +6.22%
Cornerstone Advisory LLC 12,638 13,424 +786 +6.22%
TD Asset Management Inc. 4,475,574 4,752,835 +277,261 +6.19%
Prosperity Consulting Group LLC 28,906 30,683 +1,777 +6.15%
Catalyst Financial Partners LLC 15,378 16,319 +941 +6.12%
WNY Asset Management LLC 3,636 3,858 +222 +6.11%
StoneX Group Inc. 28,610 30,332 +1,722 +6.02%
TI Trust Inc. 8,641 9,159 +518 +5.99%
Riggs Asset Managment Co. Inc. 552 585 +33 +5.98%
TrueWealth Advisors LLC 6,687 7,086 +399 +5.97%
First Heartland Consultants Inc. 6,330 6,704 +374 +5.91%
Vance Wealth Inc. 2,458 2,603 +145 +5.90%
Tectonic Advisors LLC 5,206 5,512 +306 +5.88%
Valmark Advisers Inc. 30,114 31,872 +1,758 +5.84%
Cavalier Investments LLC 3,882 4,106 +224 +5.77%
High Note Wealth LLC 24,610 26,024 +1,414 +5.75%
Altus Wealth Management LLC 3,105 3,283 +178 +5.73%
Hutchens & Kramer Investment Management Group LLC 1,599 1,690 +91 +5.69%
Royal Fund Management LLC 59,650 63,004 +3,354 +5.62%
Ruedi Wealth Management Inc. 1,867 1,972 +105 +5.62%
Mayfair Advisory Group LLC 2,995 3,163 +168 +5.61%
Heritage Investment Group Inc. 4,191 4,426 +235 +5.61%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 15,125 15,962 +837 +5.53%
QRG Capital Management Inc. 412,672 435,455 +22,783 +5.52%
Wedmont Private Capital 30,440 32,102 +1,662 +5.46%
Resonant Capital Advisors LLC 27,790 29,304 +1,514 +5.45%
West Branch Capital LLC 30,183 31,824 +1,641 +5.44%
MGB Wealth Management LLC 10,099 10,646 +547 +5.42%
Abel Hall LLC 3,330 3,509 +179 +5.38%
O ROURKE & COMPANY Inc 21,870 23,041 +1,171 +5.35%
RMR Wealth Builders 28,856 30,382 +1,526 +5.29%
Turtle Creek Wealth Advisors LLC 33,780 35,528 +1,748 +5.17%
Mirador Capital Partners LP 51,276 53,922 +2,646 +5.16%
Benjamin Edwards Inc. 25,710 27,034 +1,324 +5.15%
Capital Advisors Wealth Management LLC 4,739 4,983 +244 +5.15%
Hennion & Walsh Asset Management Inc. 25,819 27,149 +1,330 +5.15%
Core Wealth Partners LLC 5,807 6,106 +299 +5.15%
Chemistry Wealth Management LLC 37,174 39,084 +1,910 +5.14%
Sterling Investment Management Inc. 1,330 1,398 +68 +5.11%
Patriot Financial Group Insurance Agency LLC 24,620 25,866 +1,246 +5.06%
Kiley Juergens Wealth Management LLC 13,167 13,829 +662 +5.03%
Tanglewood Legacy Advisors LLC 260 273 +13 +5.00%
Capital City Trust Co. FL 8,973 9,416 +443 +4.94%
PDS Planning Inc 38,162 40,044 +1,882 +4.93%
Family Firm Inc. 4,387 4,602 +215 +4.90%
Mitchell Capital Management Co. 55,930 58,664 +2,734 +4.89%
David R. Rahn & Associates Inc. 1,576 1,653 +77 +4.89%
Canvas Wealth Advisors LLC 9,638 10,108 +470 +4.88%
Cardinal Capital Management 54,803 57,445 +2,642 +4.82%
Steel Peak Wealth Management LLC 73,757 77,314 +3,557 +4.82%
Viewpoint Capital Management LLC 6,492 6,804 +312 +4.81%
Waterway Wealth Management LLC 3,000 3,144 +144 +4.80%
L.M. Kohn & Company 16,249 17,028 +779 +4.79%
LifePro Asset Management 6,160 6,455 +295 +4.79%
Rather & Kittrell Inc. 1,327 1,390 +63 +4.75%
Russell Investments Group Ltd. 1,777,588 1,861,761 +84,173 +4.74%
MWA Asset Management 9,557 10,008 +451 +4.72%
River Street Advisors LLC 17,810 18,651 +841 +4.72%
Silverlake Wealth Management LLC 3,536 3,703 +167 +4.72%
Tsfg LLC 3,652 3,824 +172 +4.71%
Register Financial Advisors LLC 17,777 18,615 +838 +4.71%
Ackerman Capital Advisors LLC 2,987 3,127 +140 +4.69%
Motley Fool Asset Management LLC 79,608 83,331 +3,723 +4.68%
TAGStone Capital Inc. 2,359 2,469 +110 +4.66%
Retirement Systems of Alabama 994,111 1,040,244 +46,133 +4.64%
St. Louis Trust Co 19,290 20,181 +891 +4.62%
State Board of Administration of Florida Retirement System 3,006,368 3,145,106 +138,738 +4.61%
Ballentine Partners LLC 76,870 80,388 +3,518 +4.58%
BEAM Asset Management LLC 2,294 2,399 +105 +4.58%
Oak Harvest Investment Services 84,249 88,049 +3,800 +4.51%
Whalen Wealth Management Inc. 3,862 4,035 +173 +4.48%
Meeder Advisory Services Inc. 47,769 49,850 +2,081 +4.36%
M. Kraus & Co 8,249 8,608 +359 +4.35%
Strategic Blueprint LLC 34,252 35,741 +1,489 +4.35%
Burt Wealth Advisors 5,426 5,661 +235 +4.33%
Reynders McVeigh Capital Management LLC 5,054 5,272 +218 +4.31%
Consolidated Planning Corp 51,046 53,248 +2,202 +4.31%
Goelzer Investment Management Inc. 51,317 53,526 +2,209 +4.30%
Bradley & Co. Private Wealth Management LLC 40,219 41,947 +1,728 +4.30%
Kowal Investment Group LLC 9,585 9,996 +411 +4.29%
Worth Financial Advisory Group LLC 17,505 18,256 +751 +4.29%
YHB Investment Advisors Inc. 37,634 39,232 +1,598 +4.25%
Pallas Capital Advisors LLC 95,521 99,522 +4,001 +4.19%
Bremer Bank National Association 16,160 16,831 +671 +4.15%
Total Investment Management Inc. 3,689 3,840 +151 +4.09%
Covenant Asset Management LLC 29,236 30,431 +1,195 +4.09%
Capital Market Strategies LLC 1,496 1,557 +61 +4.08%
Verum Partners LLC 5,952 6,195 +243 +4.08%
Mayport LLC 2,578 2,683 +105 +4.07%
Proficio Capital Partners LLC 13,335 13,877 +542 +4.06%
Asset Allocation Strategies LLC 1,313 1,366 +53 +4.04%
Hartline Investment Corp 15,343 15,962 +619 +4.03%
Harbor Investment Advisory LLC 65,743 68,374 +2,631 +4.00%
Mitsubishi UFJ Asset Management UK Ltd. 25,000 26,000 +1,000 +4.00%
Arkfeld Wealth Strategies L.L.C. 3,512 3,652 +140 +3.99%
Dillon & Associates Inc. 15,922 16,555 +633 +3.98%
FFT Wealth Management LLC 1,433 1,490 +57 +3.98%
Adamsbrown Wealth Consultants LLC 1,305 1,357 +52 +3.98%
Detalus Advisors LLC 1,714 1,782 +68 +3.97%
Fjarde AP Fonden Fourth Swedish National Pension Fund 432,114 449,214 +17,100 +3.96%
NorthStar Asset Management LLC NJ 7,994 8,310 +316 +3.95%
Convergence Investment Partners LLC 22,631 23,521 +890 +3.93%
Patton Albertson Miller Group LLC 47,225 49,077 +1,852 +3.92%
Sonata Capital Group Inc. 11,496 11,946 +450 +3.91%
Sumitomo Mitsui DS Asset Management Company Ltd 618,481 642,651 +24,170 +3.91%
Mason & Associates Inc 6,090 6,327 +237 +3.89%
Powers Advisory Group LLC 5,805 6,031 +226 +3.89%
Eagle Capital Management LLC LA 20,970 21,783 +813 +3.88%
Nixon Peabody Trust Co. 83,499 86,736 +3,237 +3.88%
Fountainhead AM LLC 3,246 3,372 +126 +3.88%
Orrstown Financial Services Inc. 6,252 6,494 +242 +3.87%
First Affirmative Financial Network 2,594 2,694 +100 +3.86%
S.A. Mason LLC 3,765 3,909 +144 +3.82%
OFI Invest Asset Management 444,652 461,617 +16,965 +3.82%
Leonard Rickey Investment Advisors P.L.L.C. 4,807 4,990 +183 +3.81%
Game Plan Financial Advisors LLC 17,093 17,743 +650 +3.80%
Advisory Alpha LLC 9,673 10,040 +367 +3.79%
M3 Advisory Group LLC 3,461 3,589 +128 +3.70%
Illinois Municipal Retirement Fund 208,208 215,840 +7,632 +3.67%
Prentice Wealth Management LLC 10,272 10,649 +377 +3.67%
DMG Group LLC 6,954 7,209 +255 +3.67%
Criterion Capital Advisors LLC 18,172 18,835 +663 +3.65%
KFG Wealth Management LLC 1,538 1,594 +56 +3.64%
Liberty One Investment Management LLC 21,525 22,306 +781 +3.63%
Pennsylvania Capital Management Inc. ADV 2,154 2,232 +78 +3.62%
Ballast Inc. 13,746 14,242 +496 +3.61%
Lineweaver Wealth Advisors LLC 21,998 22,782 +784 +3.56%
Horizon Wealth Management LLC 4,855 5,028 +173 +3.56%
Lakeridge Wealth Management LLC 9,179 9,504 +325 +3.54%
Retirement Planning Group 5,411 5,602 +191 +3.53%
Riversedge Advisors LLC 1,982 2,052 +70 +3.53%
BluePath Capital Management LLC 7,837 8,114 +277 +3.53%
Johnson & White Wealth Management LLC 7,332 7,590 +258 +3.52%
Legacy Financial Strategies LLC 3,165 3,276 +111 +3.51%
Crown Wealth Group LLC 4,383 4,537 +154 +3.51%
Atlas Capital Advisors LLC 7,102 7,347 +245 +3.45%
Miracle Mile Advisors LLC 60,529 62,615 +2,086 +3.45%
Empirical Finance LLC 102,877 106,367 +3,490 +3.39%
Zhang Financial LLC 10,735 11,097 +362 +3.37%
Clarity Financial LLC 6,299 6,511 +212 +3.37%
Inspirion Wealth Advisors LLC 2,989 3,089 +100 +3.35%
Keel Point LLC 9,783 10,110 +327 +3.34%
Barnes Pettey Financial Advisors LLC 5,715 5,906 +191 +3.34%
TCP Asset Management LLC 1,944 2,009 +65 +3.34%
Rede Wealth LLC 3,575 3,694 +119 +3.33%
Toth Financial Advisory Corp 1,567 1,619 +52 +3.32%
J. W. Coons Advisors LLC 26,591 27,468 +877 +3.30%
Hedeker Wealth LLC 18,739 19,354 +615 +3.28%
Alta Capital Management LLC 26,772 27,646 +874 +3.26%
Schwarz Dygos Wheeler Investment Advisors LLC 18,062 18,648 +586 +3.24%
Wealth Advisors of Iowa LLC 2,844 2,936 +92 +3.23%
Blodgett Wealth Advisors LLC 11,681 12,055 +374 +3.20%
Planning Center Inc. 4,498 4,642 +144 +3.20%
Central Bank & Trust Co. 16,833 17,368 +535 +3.18%
Hohimer Wealth Management LLC 38,502 39,728 +1,226 +3.18%
Platte River Wealth Advisors LLC 21,257 21,922 +665 +3.13%
KCM Investment Advisors LLC 170,397 175,691 +5,294 +3.11%
True North Advisors LLC 6,141 6,332 +191 +3.11%
Measured Wealth Private Client Group LLC 5,191 5,352 +161 +3.10%
Trinity Legacy Partners LLC 23,378 24,101 +723 +3.09%
Brown Miller Wealth Management LLC 43,925 45,284 +1,359 +3.09%
Mystic Asset Management Inc. 25,295 26,072 +777 +3.07%
Tempus Wealth Planning LLC 8,832 9,102 +270 +3.06%
Allspring Global Investments Holdings LLC 751,289 774,304 +23,015 +3.06%
HB Wealth Management LLC 146,385 150,867 +4,482 +3.06%
Nvest Financial LLC 17,238 17,765 +527 +3.06%
Financial Partners Group LLC 46,910 48,347 +1,437 +3.06%
Atlantic Edge Private Wealth Management LLC 16,842 17,358 +516 +3.06%
Ellsworth Advisors LLC 6,408 6,603 +195 +3.04%
Summit X LLC 3,920 4,038 +118 +3.01%
Ashton Thomas Private Wealth LLC 73,945 76,166 +2,221 +3.00%
Joseph P. Lucia & Associates LLC 1,272 1,310 +38 +2.99%
Center for Financial Planning Inc. 17,496 18,017 +521 +2.98%
Charter Trust Co. 86,201 88,753 +2,552 +2.96%
Asset Dedication LLC 51,788 53,315 +1,527 +2.95%
Signaturefd LLC 69,801 71,829 +2,028 +2.91%
Foster Group Inc. 6,233 6,414 +181 +2.90%
Horizon Bancorp Inc. IN 2,288 2,354 +66 +2.88%
Bill Few Associates Inc. 33,909 34,883 +974 +2.87%
Avaii Wealth Management LLC 5,490 5,647 +157 +2.86%
CFM Wealth Partners LLC 27,400 28,179 +779 +2.84%
Whittier Trust Co. of Nevada Inc. 301,921 310,363 +8,442 +2.80%
BCGM Wealth Management LLC 18,545 19,061 +516 +2.78%
Lane & Associates LLC 2,701 2,776 +75 +2.78%
Edmp Inc. 1,301 1,337 +36 +2.77%
Confluence Wealth Services Inc. 40,030 41,133 +1,103 +2.76%
Mirae Asset Global Investments Co. Ltd. 955,799 982,096 +26,297 +2.75%
Sei Investments Co. 739,872 759,950 +20,078 +2.71%
Cumberland Advisors Inc. 16,250 16,690 +440 +2.71%
Salomon & Ludwin LLC 6,012 6,175 +163 +2.71%
Leavell Investment Management Inc. 89,148 91,554 +2,406 +2.70%
Lakeside Advisors INC. 1,705 1,751 +46 +2.70%
Processus Wealth & Capital Management LLC 18,565 19,067 +502 +2.70%
Hourglass Capital LLC 3,613 3,710 +97 +2.68%
Rehmann Capital Advisory Group 26,590 27,297 +707 +2.66%
Inspire Advisors LLC 2,049 2,103 +54 +2.64%
Investment Advisory Group LLC 3,683 3,780 +97 +2.63%
Annex Advisory Services LLC 98,854 101,443 +2,589 +2.62%
Affinity Capital Advisors LLC 4,200 4,310 +110 +2.62%
South State CORP. 143,419 147,129 +3,710 +2.59%
Sander Capital Advisors Inc. 780 800 +20 +2.56%
Townsend Asset Management Corp NC ADV 41,489 42,541 +1,052 +2.54%
Allworth Financial LP 83,644 85,772 +2,128 +2.54%
Morton Community Bank 24,822 25,452 +630 +2.54%
Sugarloaf Wealth Management LLC 21,148 21,682 +534 +2.53%
Kaizen Financial Strategies 2,142 2,196 +54 +2.52%
Austin Private Wealth LLC 7,162 7,341 +179 +2.50%
Spire Wealth Management 106,304 108,947 +2,643 +2.49%
AMG National Trust Bank 52,452 53,754 +1,302 +2.48%
Atlas Private Wealth Management 28,906 29,624 +718 +2.48%
Heritage Wealth Management Inc. CA 1,105 1,132 +27 +2.44%
Chatham Capital Group Inc. 15,407 15,782 +375 +2.43%
Channel Wealth LLC 17,668 18,095 +427 +2.42%
Five Oceans Advisors 5,866 6,007 +141 +2.40%
Capital Investment Advisors LLC 208,341 213,266 +4,925 +2.36%
Catalyst Private Wealth LLC 2,091 2,140 +49 +2.34%
First Horizon Advisors Inc. 238,782 244,319 +5,537 +2.32%
CAPROCK Group Inc. 37,075 37,930 +855 +2.31%
Parallel Advisors LLC 122,950 125,771 +2,821 +2.29%
Raymond James & Associates 9,116,168 9,320,640 +204,472 +2.24%
Trust Co. of Toledo NA OH 93,166 95,241 +2,075 +2.23%
City Holding Co. 43,402 44,360 +958 +2.21%
Palmer Knight Co 33,329 34,064 +735 +2.21%
Panagora Asset Management Inc. 1,464,530 1,496,803 +32,273 +2.20%
Applied Capital LLC FL 10,220 10,445 +225 +2.20%
Moors & Cabot Inc. 132,402 135,305 +2,903 +2.19%
Arthur M. Cohen & Associates LLC 3,944 4,030 +86 +2.18%
Shepherd Financial Partners LLC 44,919 45,898 +979 +2.18%
Madison Park Capital Advisors LLC 1,890 1,931 +41 +2.17%
Hofer & Associates. Inc 5,047 5,156 +109 +2.16%
Financial Enhancement Group LLC 2,413 2,465 +52 +2.15%
Vigilare Wealth Management 4,358 4,451 +93 +2.13%
Walkner Condon Financial Advisors LLC 10,040 10,254 +214 +2.13%
Trifecta Capital Advisors LLC 22,164 22,636 +472 +2.13%
NBC Securities Inc. 43,315 44,232 +917 +2.12%
Smart Portfolios LLC 4,719 4,819 +100 +2.12%
Atwater Malick LLC 1,823 1,861 +38 +2.08%
Quantum Private Wealth LLC 3,653 3,729 +76 +2.08%
Fragasso Group Inc. 14,519 14,820 +301 +2.07%
BKM Wealth Management LLC 14,363 14,660 +297 +2.07%
KFA Private Wealth Group LLC 2,434 2,484 +50 +2.05%
Fortitude Family Office LLC 5,763 5,881 +118 +2.05%
Howard Financial Services LTD. 5,895 6,015 +120 +2.04%
Peddock Capital Advisors LLC 29,082 29,672 +590 +2.03%
Waypoint Capital Advisors LLC 6,503 6,635 +132 +2.03%
Yeomans Consulting Group Inc. 1,489 1,519 +30 +2.01%
Montecito Bank & Trust 26,087 26,610 +523 +2.00%
Lincoln National Corp 113,003 115,243 +2,240 +1.98%
Murphy Middleton Hinkle & Parker Inc. 2,782 2,837 +55 +1.98%
Segment Wealth Management LLC 15,160 15,458 +298 +1.97%
Brandywine Oak Private Wealth LLC 25,741 26,247 +506 +1.97%
E&G Advisors LP 31,348 31,962 +614 +1.96%
Parisi Gray Wealth Management 25,929 26,437 +508 +1.96%
Jamison Private Wealth Management Inc. 49,297 50,265 +968 +1.96%
ERn Financial LLC 5,636 5,746 +110 +1.95%
Salem Investment Counselors Inc. 226,986 231,388 +4,402 +1.94%
CHICAGO TRUST Co NA 30,041 30,620 +579 +1.93%
Sage Mountain Advisors LLC 42,188 42,994 +806 +1.91%
J.W. Cole Advisors Inc. 38,898 39,638 +740 +1.90%
Financial Advocates Investment Management 23,855 24,307 +452 +1.89%
Revolve Wealth Partners LLC 11,146 11,354 +208 +1.87%
Neville Rodie & Shaw Inc. 142,094 144,719 +2,625 +1.85%
Alliance Wealth Advisors LLC 4,827 4,916 +89 +1.84%
Regatta Capital Group LLC 19,264 19,618 +354 +1.84%
Legend Financial Advisors Inc. 988 1,006 +18 +1.82%
Rockline Wealth Management LLC 29,874 30,418 +544 +1.82%
Scott Capital Advisors LLC 1,279 1,302 +23 +1.80%
Trust Co. of Oklahoma 2,321 2,362 +41 +1.77%
Financial Advisory Service Inc. 31,709 32,271 +562 +1.77%
Waddell & Associates LLC 11,447 11,649 +202 +1.76%
JNB Advisors LLC 43,575 44,340 +765 +1.76%
SFG Wealth Management LLC. 2,557 2,602 +45 +1.76%
Atwood & Palmer Inc. 7,245 7,372 +127 +1.75%
Proequities Inc. 28,046 28,535 +489 +1.74%
Cohen Investment Advisors LLC 21,500 21,875 +375 +1.74%
Cypress Wealth Services LLC 9,727 9,894 +167 +1.72%
Traynor Capital Management Inc. 41,613 42,325 +712 +1.71%
Sarasin & Partners LLP 766,139 779,034 +12,895 +1.68%
Prairiewood Capital LLC 1,187 1,207 +20 +1.68%
Sebold Capital Management Inc. 1,485 1,510 +25 +1.68%
Allen Capital Group LLC 37,807 38,439 +632 +1.67%
Insight Advisors LLC PA 4,611 4,688 +77 +1.67%
Gulf International Bank UK Ltd 242,552 246,585 +4,033 +1.66%
WoodTrust Financial Corp 77,694 78,985 +1,291 +1.66%
Signet Investment Advisory Group Inc. 24,628 25,029 +401 +1.63%
Klingman & Associates LLC 11,369 11,553 +184 +1.62%
Verus Capital Partners LLC 13,366 13,579 +213 +1.59%
Financial Insights Inc. 11,406 11,586 +180 +1.58%
Phillips Financial Management LLC 15,301 15,539 +238 +1.56%
GPS Wealth Strategies Group LLC 4,111 4,175 +64 +1.56%
Ferguson Wellman Capital Management Inc. 774,421 786,454 +12,033 +1.55%
Capital Advisors Ltd. LLC 10,325 10,484 +159 +1.54%
PCA Investment Advisory Services Inc. 6,222 6,317 +95 +1.53%
Money Concepts Capital Corp 11,102 11,271 +169 +1.52%
Park Avenue Securities LLC 120,347 122,156 +1,809 +1.50%
Bedel Financial Consulting Inc. 30,882 31,341 +459 +1.49%
St. Johns Investment Management Company LLC 11,135 11,300 +165 +1.48%
Arizona State Retirement System 817,609 829,622 +12,013 +1.47%
Northwest Bancshares Inc. 44,964 45,620 +656 +1.46%
SkyOak Wealth LLC 27,494 27,894 +400 +1.45%
Greenleaf Trust 123,389 125,150 +1,761 +1.43%
Advance Capital Management Inc. 3,380 3,428 +48 +1.42%
Avenue 1 Advisors LLC 2,600 2,637 +37 +1.42%
Claro Advisors LLC 40,765 41,339 +574 +1.41%
Bank of Stockton 24,011 24,345 +334 +1.39%
Red Door Wealth Management LLC 58,395 59,205 +810 +1.39%
Joule Financial LLC 8,394 8,511 +117 +1.39%
Great Lakes Advisors LLC 1,178,393 1,194,556 +16,163 +1.37%
Grandview Asset Management LLC 14,781 14,983 +202 +1.37%
Bleakley Financial Group LLC 85,890 87,063 +1,173 +1.37%
First National Bank 5,517 5,592 +75 +1.36%
Allen Wealth Management LLC 2,892 2,931 +39 +1.35%
9258 Wealth Management LLC 30,157 30,560 +403 +1.34%
waypoint wealth counsel 6,695 6,785 +90 +1.34%
Sandbox Financial Partners LLC 5,468 5,541 +73 +1.34%
Alta Advisers Ltd 7,500 7,600 +100 +1.33%
Investment Research & Advisory Group Inc. 25,102 25,437 +335 +1.33%
Davis Investment Partners LLC 6,106 6,187 +81 +1.33%
Chicago Partners Investment Group LLC 78,785 79,828 +1,043 +1.32%
Matrix Trust Co 9,949 10,078 +129 +1.30%
Modus Advisors LLC 25,776 26,112 +336 +1.30%
Rowland & Co. Investment Counsel ADV 25,633 25,963 +330 +1.29%
Roof Eidam & Maycock ADV 15,292 15,489 +197 +1.29%
Maltin Wealth Management Inc. 3,700 3,747 +47 +1.27%
Dohj LLC 8,552 8,661 +109 +1.27%
Wilbanks Smith & Thomas Asset Management LLC 115,573 117,034 +1,461 +1.26%
NTV Asset Management LLC 33,275 33,690 +415 +1.25%
GHP Investment Advisors Inc. 90,489 91,611 +1,122 +1.24%
Cullen Investment Group LTD. 101,101 102,334 +1,233 +1.22%
Grimes & Company Inc. 91,243 92,356 +1,113 +1.22%
Naviter Wealth LLC 20,806 21,057 +251 +1.21%
Kanawha Capital Management LLC 132,254 133,846 +1,592 +1.20%
Baker Ellis Asset Management LLC 52,297 52,922 +625 +1.20%
First United Bank Trust 19,310 19,540 +230 +1.19%
Sunbelt Securities Inc. 28,197 28,529 +332 +1.18%
Arbor Trust Wealth Advisors LLC 18,609 18,829 +220 +1.18%
Armstrong Fleming & Moore Inc 10,195 10,315 +120 +1.18%
Impax Asset Management Group plc 403,894 408,572 +4,678 +1.16%
Gilbert & Cook Inc. 11,360 11,491 +131 +1.15%
Wells Trecaso Financial Group LLC 64,544 65,285 +741 +1.15%
Shira Ridge Wealth Management 1,570 1,588 +18 +1.15%
Addison Advisors LLC 8,701 8,800 +99 +1.14%
Kornitzer Capital Management Inc. KS 91,836 92,870 +1,034 +1.13%
Cornell Pochily Investment Advisors Inc. 15,877 16,056 +179 +1.13%
Delta Financial Advisors LLC 15,110 15,281 +171 +1.13%
McElhenny Sheffield Capital Management LLC 8,030 8,121 +91 +1.13%
Summit Financial Group Inc. 13,381 13,531 +150 +1.12%
Pinnacle Wealth Management Advisory Group LLC 40,609 41,063 +454 +1.12%
DeDora Capital Inc. 20,515 20,744 +229 +1.12%
Morton Capital Management LLC CA 9,505 9,611 +106 +1.12%
Global Retirement Partners LLC 62,226 62,914 +688 +1.11%
Hayek Kallen Investment Management 27,257 27,558 +301 +1.10%
Aspiriant LLC 29,408 29,728 +320 +1.09%
Holistic Financial Partners 15,504 15,672 +168 +1.08%
Trust Co of the South 4,893 4,946 +53 +1.08%
Howard Capital Management Group LLC 211,334 213,593 +2,259 +1.07%
Winthrop Capital Management LLC 12,928 13,066 +138 +1.07%
PFW Advisors LLC 5,177 5,232 +55 +1.06%
Americana Partners LLC 29,510 29,819 +309 +1.05%
Clarity Wealth Advisors LLC 32,748 33,090 +342 +1.04%
Seizert Capital Partners LLC 364,466 368,222 +3,756 +1.03%
Waverton Investment Management Ltd 304,377 307,502 +3,125 +1.03%
Signet Financial Management LLC 9,496 9,594 +98 +1.03%
Intelligence Driven Advisers LLC 2,126 2,148 +22 +1.03%
Parthenon LLC 44,746 45,199 +453 +1.01%
DekaBank Deutsche Girozentrale 3,395,061 3,429,115 +34,054 +1.00%
Avantax Advisory Services Inc. 193,746 195,655 +1,909 +0.99%
Avitas Wealth Management LLC 67,145 67,812 +667 +0.99%
Foster Victor Wealth Advisors LLC 7,561 7,635 +74 +0.98%
Sunburst Financial Group LLC 5,331 5,383 +52 +0.98%
Silvia Mccoll Wealth Management LLC 5,920 5,978 +58 +0.98%
Hixon Zuercher LLC 45,474 45,917 +443 +0.97%
PBMares Wealth Management LLC 6,562 6,625 +63 +0.96%
Gillespie Robinson & Grimm Inc. 114,875 115,968 +1,093 +0.95%
Cohen Capital Management Inc. 86,553 87,375 +822 +0.95%
Fagan Associates Inc. 62,366 62,959 +593 +0.95%
Stratos Wealth Partners LTD. 220,827 222,897 +2,070 +0.94%
Life Planning Partners Inc 1,067 1,077 +10 +0.94%
Wealthstream Advisors Inc. 4,529 4,571 +42 +0.93%
Webster Bank N. A. 106,159 107,133 +974 +0.92%
Bath Savings Trust Co 12,684 12,800 +116 +0.91%
Moody Lynn & Lieberson LLC 190,297 192,019 +1,722 +0.90%
Snider Financial Group 18,283 18,443 +160 +0.88%
Talbot Financial LLC 92,120 92,926 +806 +0.87%
Blue Bell Private Wealth Management LLC 2,952 2,977 +25 +0.85%
Thomasville National Bank 201,465 203,181 +1,716 +0.85%
FSC Wealth Advisors LLC 358 361 +3 +0.84%
Everett Harris & Co. CA 17,644 17,790 +146 +0.83%
Baugh & Associates LLC 36,322 36,622 +300 +0.83%
Bourgeon Capital Management LLC 127,635 128,685 +1,050 +0.82%
Woodward Diversified Capital LLC 10,470 10,556 +86 +0.82%
Marest Capital LLC 16,483 16,618 +135 +0.82%
CRA Financial Services LLC 10,121 10,203 +82 +0.81%
Griffin Asset Management Inc. 66,686 67,219 +533 +0.80%
Echo45 Advisors LLC 2,129 2,146 +17 +0.80%
Arcadia Investment Management Corp MI 2,022 2,038 +16 +0.79%
Investment Partners Asset Management Inc. 5,159 5,200 +41 +0.79%
TFG Advisers LLC 35,950 36,233 +283 +0.79%
Seven Mile Advisory 8,994 9,065 +71 +0.79%
Royal Harbor Partners LLC 16,823 16,955 +132 +0.78%
Kestra Private Wealth Services LLC 241,474 243,339 +1,865 +0.77%
IFG Advisory LLC 31,989 32,234 +245 +0.77%
Northwest Investment Counselors LLC 3,287 3,312 +25 +0.76%
Stonegate Investment Group LLC 709,641 715,015 +5,374 +0.76%
Strengthening Families & Communities LLC 132 133 +1 +0.76%
Riverview Trust Co 16,007 16,127 +120 +0.75%
Checchi Capital Advisers LLC 38,231 38,519 +288 +0.75%
Harbour Capital Advisors LLC 48,399 48,760 +361 +0.75%
Canal Capital Management LLC 44,687 45,018 +331 +0.74%
Optas LLC 11,392 11,476 +84 +0.74%
Arkadios Wealth Advisors 52,292 52,676 +384 +0.73%
Flynn Zito Capital Management LLC 1,811 1,824 +13 +0.72%
Sterling Financial Group Inc. 1,659 1,671 +12 +0.72%
Amplius Wealth Advisors LLC 14,335 14,437 +102 +0.71%
Apeiron RIA LLC 2,715 2,734 +19 +0.70%
Highland Capital Management LLC 195,484 196,837 +1,353 +0.69%
Seascape Capital Management 23,382 23,544 +162 +0.69%
Carmel Capital Management L.L.C. 62,008 62,433 +425 +0.69%
Daymark Wealth Partners LLC 337,670 340,006 +2,336 +0.69%
Team Hewins LLC 26,392 26,573 +181 +0.69%
Livforsakringsbolaget Skandia Omsesidigt 117,084 117,884 +800 +0.68%
180 Wealth Advisors LLC 19,297 19,426 +129 +0.67%
Essex Financial Services Inc. 59,463 59,858 +395 +0.66%
West Oak Capital LLC 21,452 21,594 +142 +0.66%
Cambridge Investment Research Advisors Inc. 602,650 606,649 +3,999 +0.66%
RDA Financial Network 30,505 30,703 +198 +0.65%
Vista Wealth Management Group LLC 16,717 16,826 +109 +0.65%
MRP Capital Investments LLC 11,761 11,838 +77 +0.65%
Ascent Wealth Partners LLC 51,810 52,143 +333 +0.64%
Sustainable Insight Capital Management LLC 15,748 15,848 +100 +0.64%
Chicago Capital LLC 55,608 55,965 +357 +0.64%
Compton Wealth Advisory Group LLC 27,786 27,963 +177 +0.64%
Massachusetts Wealth Management 21,719 21,859 +140 +0.64%
Cherry Tree Wealth Management LLC 3,119 3,139 +20 +0.64%
Apella Capital LLC 8,035 8,086 +51 +0.63%
My Personal CFO LLC 2,999 3,018 +19 +0.63%
Barlow Wealth Partners Inc. 77,923 78,411 +488 +0.63%
Wsfs Capital Management LLC 148,244 149,169 +925 +0.62%
GenWealth Group Inc. 3,898 3,922 +24 +0.62%
Pegasus Asset Management Inc. 31,769 31,967 +198 +0.62%
Northstar Asset Management LLC 20,616 20,741 +125 +0.61%
Ipswich Investment Management Co. Inc. 45,267 45,544 +277 +0.61%
Sierra Capital LLC 4,568 4,596 +28 +0.61%
Cherry Creek Investment Advisors Inc. 1,794 1,805 +11 +0.61%
Horst & Graben Wealth Management LLC 2,658 2,674 +16 +0.60%
Trevian Wealth Management LLC 1,502 1,511 +9 +0.60%
Sheets Smith Wealth Management 23,212 23,350 +138 +0.59%
Maryland State Retirement & Pension System 224,540 225,861 +1,321 +0.59%
M&T Bank Corp 2,051,288 2,063,183 +11,895 +0.58%
Garrett Investment Advisors LLC 17,389 17,490 +101 +0.58%
Newton One Investments LLC 1,041 1,047 +6 +0.58%
Kraematon Investment Advisors Inc. 2,409 2,423 +14 +0.58%
Syntax Research Inc. 8,168 8,215 +47 +0.58%
Wendell David Associates Inc. 4,546 4,572 +26 +0.57%
Profund Advisors LLC 47,852 48,127 +275 +0.57%
LVZ Advisors Inc. 5,228 5,258 +30 +0.57%
Wealthfront Advisers LLC 263,312 264,806 +1,494 +0.57%
Monterey Private Wealth Inc. 7,498 7,541 +43 +0.57%
Holistic Planning LLC 4,029 4,052 +23 +0.57%
Moseley Investment Management Inc. 17,909 18,009 +100 +0.56%
Gimbal Financial 1,774 1,784 +10 +0.56%
Woodmont Investment Counsel LLC 82,270 82,725 +455 +0.55%
Spinnaker Trust 74,076 74,484 +408 +0.55%
Cambridge Advisors Inc. 5,434 5,464 +30 +0.55%
KMG Fiduciary Partners LLC 122,683 123,353 +670 +0.55%
Whittier Trust Co. 626,794 630,167 +3,373 +0.54%
Diversified Portfolios Inc. 3,679 3,699 +20 +0.54%
Oxler Private Wealth LLC 5,183 5,211 +28 +0.54%
Dentgroup LLC 1,292 1,299 +7 +0.54%
Montz Harcus Wealth Management LLC 8,392 8,437 +45 +0.54%
Smith Chas P & Associates PA Cpas 386,259 388,322 +2,063 +0.53%
Beacon Bridge Wealth Partners LLC 2,254 2,266 +12 +0.53%
Zullo Investment Group Inc. 20,256 20,362 +106 +0.52%
Buffington Mohr McNeal 64,725 65,052 +327 +0.51%
Donaldson Capital Management LLC 341,773 343,502 +1,729 +0.51%
WealthBridge Capital Management LLC 11,405 11,463 +58 +0.51%
Security Financial Services INC. 6,751 6,785 +34 +0.50%
Peterson Wealth Advisors LLC 1,431 1,438 +7 +0.49%
Firestone Capital Management 5,481 5,508 +27 +0.49%
Hummer Financial Advisory Services Inc 8,840 8,883 +43 +0.49%
Security National Bank 36,823 36,998 +175 +0.48%
Roth Financial Partners LLC 1,868 1,877 +9 +0.48%
Denver Wealth Management Inc. 1,877 1,886 +9 +0.48%
Commons Capital LLC 7,963 8,001 +38 +0.48%
Westchester Capital Management Inc. 93,262 93,704 +442 +0.47%
Cubic Asset Management LLC 6,539 6,570 +31 +0.47%
Firethorn Wealth Partners LLC 2,825 2,838 +13 +0.46%
Carson Advisory Inc. 11,286 11,338 +52 +0.46%
Krilogy Financial LLC 15,823 15,892 +69 +0.44%
Czech National Bank 506,428 508,676 +2,248 +0.44%
Marion Wealth Management 15,816 15,886 +70 +0.44%
Well Done LLC 13,042 13,098 +56 +0.43%
Gables Capital Management Inc. 23,024 23,124 +100 +0.43%
Insight 2811 Inc. 3,173 3,186 +13 +0.41%
Jackson Grant Investment Advisers Inc. 2,924 2,936 +12 +0.41%
Victory Capital Management Inc. 3,003,422 3,015,256 +11,834 +0.39%
Summit Financial Wealth Advisors LLC 9,473 9,510 +37 +0.39%
Veracity Capital LLC 7,970 8,001 +31 +0.39%
Alta Wealth Advisors LLC 7,747 7,777 +30 +0.39%
Papp L Roy & Associates 25,727 25,825 +98 +0.38%
Carnegie Capital Asset Management LLC 355,586 356,938 +1,352 +0.38%
Narus Financial Partners LLC 5,282 5,302 +20 +0.38%
Parkside Investments LLC 2,764 2,774 +10 +0.36%
Principle Wealth Partners LLC 352,942 354,208 +1,266 +0.36%
Bristol John W & Co. Inc. NY 986,779 990,243 +3,464 +0.35%
JCIC Asset Management Inc. 65,821 66,051 +230 +0.35%
Liberty Capital Management Inc. 25,349 25,435 +86 +0.34%
Focused Wealth Management Inc 10,100 10,134 +34 +0.34%
DiNuzzo Private Wealth Inc. 290 291 +1 +0.34%
Patten Group Inc. 33,424 33,534 +110 +0.33%
Eagle Bluffs Wealth Management LLC 12,420 12,461 +41 +0.33%
SP Asset Management LLC 2,408 2,416 +8 +0.33%
Pioneer Trust Bank N A OR 55,996 56,176 +180 +0.32%
Boyd Watterson Asset Management LLC OH 44,055 44,194 +139 +0.32%
Crestwood Advisors Group LLC 246,401 247,190 +789 +0.32%
REDW Wealth LLC 6,789 6,811 +22 +0.32%
Mainsail Financial Group LLC 4,667 4,682 +15 +0.32%
Janney Montgomery Scott LLC 1,763,717 1,769,106 +5,389 +0.31%
Holland Advisory Services Inc. 3,579 3,590 +11 +0.31%
West Wealth Group LLC 1,272 1,276 +4 +0.31%
Mechanics Bank Trust Department 38,634 38,750 +116 +0.30%
BLB&B Advisors LLC 127,551 127,926 +375 +0.29%
RFG Advisory LLC 29,316 29,401 +85 +0.29%
Santori & Peters Inc. 3,786 3,797 +11 +0.29%
Apollon Wealth Management LLC 122,103 122,452 +349 +0.29%
PPS&V Asset Management Consultants Inc. 1,384 1,388 +4 +0.29%
Pettyjohn Wood & White Inc. 69,980 70,175 +195 +0.28%
Sage Rhino Capital LLC 9,665 9,692 +27 +0.28%
TruWealth Advisors LLC 127,562 127,913 +351 +0.28%
Keystone Wealth Services LLC 4,279 4,291 +12 +0.28%
Patrick M Sweeney & Associates Inc. 23,940 24,008 +68 +0.28%
Octavia Wealth Advisors LLC 24,465 24,531 +66 +0.27%
Delta Financial Group Inc. 22,868 22,929 +61 +0.27%
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 633,093 634,661 +1,568 +0.25%
Armor Investment Advisors LLC 15,019 15,057 +38 +0.25%
Compass Financial Group INC SD 1,977 1,982 +5 +0.25%
Marino Stram & Associates LLC 28,133 28,197 +64 +0.23%
Buckhead Capital Management LLC 29,846 29,914 +68 +0.23%
Oxinas Partners Wealth Management LLC 1,708 1,712 +4 +0.23%
Cadent Capital Advisors LLC 1,331 1,334 +3 +0.23%
Lewis Asset Management LLC 1,770 1,774 +4 +0.23%
Pegasus Partners Ltd. 17,589 17,627 +38 +0.22%
Aua Capital Management LLC 4,989 5,000 +11 +0.22%
Steigerwald Gordon & Koch Inc. 129,902 130,192 +290 +0.22%
Rosenberg Matthew Hamilton 5,016 5,027 +11 +0.22%
Financial Freedom LLC 2,747 2,753 +6 +0.22%
Fielder Capital Group LLC 9,405 9,426 +21 +0.22%
Vanguard Capital Wealth Advisors 3,344 3,351 +7 +0.21%
Lorne Steinberg Wealth Management Inc. 38,949 39,031 +82 +0.21%
Beese Fulmer Investment Management Inc. 90,716 90,900 +184 +0.20%
Karpas Strategies LLC 18,631 18,669 +38 +0.20%
TCI Wealth Advisors Inc. 16,213 16,245 +32 +0.20%
CVA Family Office LLC 10,532 10,553 +21 +0.20%
Montis Financial LLC 2,525 2,530 +5 +0.20%
Kaydan Wealth Management Inc. 3,985 3,993 +8 +0.20%
Ironwood Financial llc 15,719 15,749 +30 +0.19%
Market Street Wealth Management Advisors LLC 3,126 3,132 +6 +0.19%
NewSquare Capital LLC 76,105 76,243 +138 +0.18%
PFS Partners LLC 1,100 1,102 +2 +0.18%
S. R. Schill & Associates 4,188 4,195 +7 +0.17%
Community Bank & Trust Waco Texas 47,301 47,380 +79 +0.17%
Allied Investment Advisors LLC 73,628 73,756 +128 +0.17%
Paradigm Strategies in Wealth Management LLC 1,209 1,211 +2 +0.17%
Busey Wealth Management 235,782 236,162 +380 +0.16%
FLC Capital Advisors 20,625 20,656 +31 +0.15%
Csenge Advisory Group 32,164 32,209 +45 +0.14%
Northern Financial Advisors Inc 11,122 11,138 +16 +0.14%
BOS Asset Management LLC 5,149 5,156 +7 +0.14%
Voisard Asset Management Group Inc. 4,882 4,889 +7 +0.14%
Sprinkle Financial Consultants LLC 2,082 2,085 +3 +0.14%
Meitav Dash Investments Ltd. 373,118 373,586 +468 +0.13%
Hurlow Wealth Management Group Inc. 5,575 5,582 +7 +0.13%
Texas Permanent School Fund 596,903 597,597 +694 +0.12%
Pinnacle Bank 16,026 16,045 +19 +0.12%
AM Investment Strategies LLC 25,823 25,855 +32 +0.12%
Drexel Morgan & Co. 113,464 113,589 +125 +0.11%
Sage Capital Advisors llc 1,892 1,894 +2 +0.11%
Mechanics Financial Corp 24,162 24,188 +26 +0.11%
City State Bank 9,065 9,075 +10 +0.11%
Semus Wealth Partners LLC 3,775 3,779 +4 +0.11%
LVM Capital Management Ltd. MI 13,080 13,093 +13 +0.10%
Scott & Selber Inc. 26,387 26,413 +26 +0.10%
Cedar Brook Financial Partners LLC 17,617 17,635 +18 +0.10%
BCS Wealth Management 1,934 1,936 +2 +0.10%
Eudaimonia Partners LLC 31,373 31,403 +30 +0.10%
Ronald Blue Trust Inc. 28,990 29,017 +27 +0.09%
State of Michigan Retirement System 791,531 792,131 +600 +0.08%
Valtinson Bruner Financial Planning LLC 1,307 1,308 +1 +0.08%
Defined Wealth Management LLC 8,749 8,756 +7 +0.08%
Garrett Wealth Advisory Group LLC 1,507 1,508 +1 +0.07%
Fiduciary Planning LLC 4,578 4,581 +3 +0.07%
Pasadena Private Wealth LLC 3,361 3,363 +2 +0.06%
McLean Asset Management Corp 6,365 6,369 +4 +0.06%
Paragon Financial Partners Inc. 1,554 1,555 +1 +0.06%
Texas Yale Capital Corp. 109,309 109,366 +57 +0.05%
North Star Investment Management Corp. 291,845 291,996 +151 +0.05%
Verus Financial Partners Inc. 2,048 2,049 +1 +0.05%
Grassi Investment Management 108,047 108,099 +52 +0.05%
Sanchez Wealth Management Group 1,819 1,820 +1 +0.05%
Skyline Advisors Inc. 2,055 2,056 +1 +0.05%
BlueChip Wealth Advisors LLC 1,901 1,902 +1 +0.05%
Migdal Insurance & Financial Holdings Ltd. 255,556 255,669 +113 +0.04%
GFS Advisors LLC 57,978 58,001 +23 +0.04%
Wilson & Boucher Capital Management LLC 2,340 2,341 +1 +0.04%
MKT Advisors LLC 2,577 2,578 +1 +0.04%
Kennedy Investment Group 4,782 4,784 +2 +0.04%
Dearborn Partners LLC 110,990 111,019 +29 +0.03%
Gemmer Asset Management LLC 3,086 3,087 +1 +0.03%
Taddei Ludwig & Associates Inc. 3,072 3,073 +1 +0.03%
LCM Capital Management Inc 3,810 3,811 +1 +0.03%
Cutler Investment Counsel LLC 52,423 52,435 +12 +0.02%
Stanley Laman Group Ltd. 10,015 10,017 +2 +0.02%
Good Life Advisors LLC 17,825 17,827 +2 +0.01%
Advanced Asset Management Advisors Inc 38,302 38,303 +1 +0.00%
Nichols & Pratt Advisers LLP MA 23,733 23,734 +1 +0.00%
Nikulski Financial Inc. 32,468 32,469 +1 +0.00%
13F Filers Reporting New Positions In JPM
Barings LLC 0 1,508 +1,508 +100%
Stonebridge Capital Management Inc. 0 1,000 +1,000 +100%
BNP Paribas 0 227,429 +227,429 +100%
American National Bank & Trust Co. VA 0 49,333 +49,333 +100%
Garrison Bradford & Associates Inc. 0 1,000 +1,000 +100%
Auxier Asset Management 0 1,163 +1,163 +100%
Rational Advisors LLC 0 1,502 +1,502 +100%
Broderick Brian C 0 2,110 +2,110 +100%
Westend Capital Management LLC 0 292 +292 +100%
BCM Advisors LLC 0 1,235 +1,235 +100%
Richard C. Young & CO. LTD. 0 47,926 +47,926 +100%
Susquehanna Fundamental Investments LLC 0 177,156 +177,156 +100%
Mesirow Financial Investment Management Inc. 0 328,343 +328,343 +100%
Eastover Investment Advisors LLC 0 1,135 +1,135 +100%
Lesa Sroufe & Co 0 1,061 +1,061 +100%
Genus Capital Management Inc. 0 51,286 +51,286 +100%
Berkshire Money Management Inc. 0 1,510 +1,510 +100%
Community Financial Services Group LLC 0 43,712 +43,712 +100%
Stonehearth Capital Management LLC 0 1,114 +1,114 +100%
Litman Gregory Asset Management LLC 0 1,856 +1,856 +100%
Flossbach Von Storch AG 0 1,611 +1,611 +100%
Madrona Financial Services LLC 0 1,301 +1,301 +100%
Parkside Advisors LLC 0 1,064 +1,064 +100%
Silver Lake Advisory LLC 0 3,038 +3,038 +100%
Friedenthal Financial 0 45 +45 +100%
Mendel Money Management 0 10,646 +10,646 +100%
Wealthstar Advisors LLC 0 1,460 +1,460 +100%
BTC Capital Management Inc. 0 102,248 +102,248 +100%
Richardson Capital Management LLC 0 170 +170 +100%
Mn Services Vermogensbeheer B.V. 0 683,400 +683,400 +100%
Horizon Financial Services LLC 0 484 +484 +100%
GenTrust LLC 0 2,885 +2,885 +100%
SpiderRock Advisors LLC 0 149,344 +149,344 +100%
Quattro Financial Advisors LLC 0 40,000 +40,000 +100%
Towerpoint Wealth LLC 0 1,133 +1,133 +100%
Leeward Financial Partners LLC 0 1,156 +1,156 +100%
FNY Investment Advisers LLC 0 5,000 +5,000 +100%
Unigestion Holding SA 0 4,229 +4,229 +100%
Brand Asset Management Group Inc. 0 1,080 +1,080 +100%
Portfolio Strategies Inc. 0 382,549 +382,549 +100%
EWG Elevate Inc. 0 1,051 +1,051 +100%
Outlook Wealth Advisors LLC 0 1,178 +1,178 +100%
MA Private Wealth 0 1,093 +1,093 +100%
CCG Wealth Management LLC 0 1,167 +1,167 +100%
Hilltop Wealth Advisors LLC 0 1,048 +1,048 +100%
Triton Wealth Management PLLC 0 1,047 +1,047 +100%
UMA Financial Services Inc. 0 1,326 +1,326 +100%
Epiq Partners LLC 0 1,068 +1,068 +100%
Briaud Financial Planning Inc 0 200 +200 +100%
AMJ Financial Wealth Management 0 2,892 +2,892 +100%
Goodwin Investment Advisory 0 18 +18 +100%
Davidson Capital Management Inc. 0 186 +186 +100%
Cypress Point Wealth Management LLC 0 1,136 +1,136 +100%
Prospect Hill Management LLC 0 1,150 +1,150 +100%
Coulter & Justus Financial Services LLC 0 125,066 +125,066 +100%
Sterling Manor Financial LLC 0 1,316 +1,316 +100%
FOCUS Wealth Advisors LLC 0 1,111 +1,111 +100%
Spectrum Investment Advisors Inc. 0 1,097 +1,097 +100%
Caerus Investment Advisors LLC 0 1,133 +1,133 +100%
Strategic Financial Concepts LLC 0 1,962 +1,962 +100%
Penobscot Wealth Management 0 1,072 +1,072 +100%
Epic Trust Investment Advisors LLC 0 1,234 +1,234 +100%
Riverwater Partners LLC 0 1,362 +1,362 +100%
Enzi Wealth 0 1,183 +1,183 +100%
Kercheville Advisors LLC 0 2,370 +2,370 +100%
DGS Capital Management LLC 0 1,038 +1,038 +100%
Geometric Wealth Advisors 0 1,153 +1,153 +100%
Highlander Partners L.P. 0 1,500 +1,500 +100%
China Universal Asset Management Co. Ltd. 0 5,914 +5,914 +100%
Kathleen S. Wright Associates Inc. 0 200 +200 +100%
Treasure Coast Financial Planning 0 1,114 +1,114 +100%
Pinnacle Wealth Management LLC 0 9,934 +9,934 +100%
Vantage Financial Partners LLC 0 3,986 +3,986 +100%
Capasso Planning Partners LLC 0 1,064 +1,064 +100%
Cyrus J. Lawrence LLC 0 57,257 +57,257 +100%
Greenspring Advisors LLC 0 1,065 +1,065 +100%
Capstone Wealth Management Group LLC 0 1,065 +1,065 +100%
Lansing Street Advisors 0 1,970 +1,970 +100%
Presidio Capital Management LLC 0 2,079 +2,079 +100%
Tradewinds LLC. 0 34,990 +34,990 +100%
Global Assets Advisory LLC 0 154,974 +154,974 +100%
EnRich Financial Partners LLC 0 562 +562 +100%
RIA Advisory Group LLC 0 23,329 +23,329 +100%
Melfa Wealth Management LLC 0 2,468 +2,468 +100%
Rooted Wealth Advisors Inc. 0 1,180 +1,180 +100%
Bbjs Financial Advisors LLC 0 50 +50 +100%
25 LLC 0 1,047 +1,047 +100%
O Connor Financial Group LLC 0 1,042 +1,042 +100%
Entropy Technologies LP 0 17,686 +17,686 +100%
Root Financial Partners LLC 0 1,450 +1,450 +100%
Rappaport Reiches Capital Management LLC 0 1,053 +1,053 +100%
Norden Group LLC 0 18,869 +18,869 +100%
Capstone Capital Wealth Advisors 0 1,080 +1,080 +100%
Philip James Wealth Mangement LLC 0 1,140 +1,140 +100%
StoneCrest Wealth Management Inc. 0 1,000 +1,000 +100%
Focus Financial Network Inc. 0 32,686 +32,686 +100%
Clayton Financial Group LLC 0 2,355 +2,355 +100%
Edge Financial Advisors LLC 0 7,595 +7,595 +100%
Pullen Investment Management LLC 0 2,794 +2,794 +100%
Oceanside Advisors LLC 0 1,460 +1,460 +100%
Triad Wealth Partners LLC 0 3,852 +3,852 +100%
Accordant Advisory Group Inc 0 4,836 +4,836 +100%
SWP Financial LLC 0 1,042 +1,042 +100%
Muirfield Wealth Advisors LLC 0 1,188 +1,188 +100%
Foguth Wealth Management LLC. 0 1,099 +1,099 +100%
AA Financial Advisors LLC 0 9,190 +9,190 +100%
Summerhill Capital Management lnc. 0 40,037 +40,037 +100%
Glass Wealth Management Co LLC 0 3,379 +3,379 +100%
Emprise Bank 0 11,048 +11,048 +100%
Cascade Wealth Advisors Inc 0 1,468 +1,468 +100%
Central Pacific Bank Trust Division 0 17,881 +17,881 +100%
Davies Financial Advisors Inc. 0 2,859 +2,859 +100%
McCarthy & Cox 0 1,744 +1,744 +100%
Diversify Advisory Services LLC 0 52,087 +52,087 +100%
Mittelman Wealth Management 0 8,877 +8,877 +100%
Hilltop National Bank 0 10,390 +10,390 +100%
Mediolanum International Funds Ltd 0 220,510 +220,510 +100%
Concord Investment Counsel Inc. 0 41,836 +41,836 +100%
49 Wealth Management LLC 0 2,094 +2,094 +100%
13F Filers With Unchanged Share Count
Adams Diversified Equity Fund Inc. 304,363 304,363 UNCH 0.00%
Central Securities Corp 200,000 200,000 UNCH 0.00%
Cincinnati Financial Corp 90,000 90,000 UNCH 0.00%
General American Investors Co. Inc. 80,000 80,000 UNCH 0.00%
Cozad Asset Management Inc. 9,298 9,298 UNCH 0.00%
Ogorek Anthony Joseph NY ADV 1,175 1,175 UNCH 0.00%
Gill Capital Partners LLC 1,526 1,526 UNCH 0.00%
U S Global Investors Inc. 6,800 6,800 UNCH 0.00%
Account Management LLC 22,215 22,215 UNCH 0.00%
CALIFORNIA FIRST LEASING Corp 4,380 4,380 UNCH 0.00%
First National Corp MA ADV 4,356 4,356 UNCH 0.00%
Monetta Financial Services Inc. 28,000 28,000 UNCH 0.00%
Delta Capital Management LLC 27,145 27,145 UNCH 0.00%
Allen Holding Inc. NY 30,000 30,000 UNCH 0.00%
Valley Forge Investment Consultants Inc. ADV 563 563 UNCH 0.00%
Guyasuta Investment Advisors Inc. 41,829 41,829 UNCH 0.00%
Matthew Goff Investment Advisor LLC 1,640 1,640 UNCH 0.00%
Doheny Asset Management CA 4,905 4,905 UNCH 0.00%
Smith Shellnut Wilson LLC ADV 1,832 1,832 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 299,740 299,740 UNCH 0.00%
Cobblestone Capital Advisors LLC NY 20,213 20,213 UNCH 0.00%
Optimum Investment Advisors 14,063 14,063 UNCH 0.00%
Spirit of America Management Corp NY 20,992 20,992 UNCH 0.00%
Jacobs & Co. CA 2,424 2,424 UNCH 0.00%
Everence Capital Management Inc. 83,705 83,705 UNCH 0.00%
Beach Investment Counsel Inc. PA 109,866 109,866 UNCH 0.00%
Financial Advisory Corp UT ADV 3,070 3,070 UNCH 0.00%
Salzhauer Michael 7,270 7,270 UNCH 0.00%
Gould Asset Management LLC CA 6,226 6,226 UNCH 0.00%
Markel Corp 252,550 252,550 UNCH 0.00%
North Point Portfolio Managers Corp OH 2,937 2,937 UNCH 0.00%
Penn Davis Mcfarland Inc. 2,373 2,373 UNCH 0.00%
Mainstay Capital Management LLC ADV 11,033 11,033 UNCH 0.00%
Bourne Lent Asset Management Inc. 1,500 1,500 UNCH 0.00%
First Community Trust NA 3,151 3,151 UNCH 0.00%
Prentiss Smith & Co. Inc. 1,269 1,269 UNCH 0.00%
Harvey Investment Co. LLC 19,266 19,266 UNCH 0.00%
Conestoga Capital Advisors LLC 2,066 2,066 UNCH 0.00%
FCA Corp TX 4,471 4,471 UNCH 0.00%
Cim Investment Mangement Inc. 13,553 13,553 UNCH 0.00%
Rice Hall James & Associates LLC 2,058 2,058 UNCH 0.00%
Deltec Asset Management LLC 3,225 3,225 UNCH 0.00%
Cincinnati Insurance Co. 2,012,000 2,012,000 UNCH 0.00%
Cincinnati Casualty Co. 93,000 93,000 UNCH 0.00%
Profit Investment Management LLC 6,327 6,327 UNCH 0.00%
Covenant Partners LLC 7,451 7,451 UNCH 0.00%
Boit C F David 16,629 16,629 UNCH 0.00%
America First Investment Advisors LLC 2,529 2,529 UNCH 0.00%
First National Bank & Trust Co. of Newtown 8,686 8,686 UNCH 0.00%
AlphaMark Advisors LLC 1,465 1,465 UNCH 0.00%
Private Capital Advisors Inc. 1,600 1,600 UNCH 0.00%
Merrion Investment Management Co LLC 4,544 4,544 UNCH 0.00%
Horrell Capital Management Inc. 548 548 UNCH 0.00%
Reik & CO. LLC 2,732 2,732 UNCH 0.00%
Marquette Asset Management LLC 400 400 UNCH 0.00%
Cincinnati Specialty Underwriters Insurance CO 93,000 93,000 UNCH 0.00%
Gibson Capital LLC 1,432 1,432 UNCH 0.00%
Legato Capital Management LLC 21,465 21,465 UNCH 0.00%
Cacti Asset Management LLC 11,110 11,110 UNCH 0.00%
Cohen Klingenstein LLC 72,700 72,700 UNCH 0.00%
Shelter Mutual Insurance Co 29,000 29,000 UNCH 0.00%
Moller Financial Services 5,576 5,576 UNCH 0.00%
New Jersey Better Educational Savings Trust 6,461 6,461 UNCH 0.00%
Supplemental Annuity Collective Trust of NJ 29,700 29,700 UNCH 0.00%
State of New Jersey Common Pension Fund D 1,652,573 1,652,573 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 74,800 74,800 UNCH 0.00%
Thomas Story & Son LLC 3,940 3,940 UNCH 0.00%
Bright Rock Capital Management LLC 85,000 85,000 UNCH 0.00%
Crystal Rock Capital Management 28,068 28,068 UNCH 0.00%
Timber Creek Capital Management LLC 950 950 UNCH 0.00%
Rocky Mountain Advisers LLC 57,240 57,240 UNCH 0.00%
First Business Financial Services Inc. 29,810 29,810 UNCH 0.00%
CapWealth Advisors LLC 2,252 2,252 UNCH 0.00%
Peregrine Asset Advisers Inc. 5,780 5,780 UNCH 0.00%
Ramsay Stattman Vela & Price Inc. 9,741 9,741 UNCH 0.00%
Hendershot Investments Inc. 8,333 8,333 UNCH 0.00%
National Mutual Insurance Federation of Agricultural Cooperatives 184,900 184,900 UNCH 0.00%
Eos Management L.P. 25,000 25,000 UNCH 0.00%
Macroview Investment Management LLC 842 842 UNCH 0.00%
Consolidated Investment Group LLC 27,692 27,692 UNCH 0.00%
Sather Financial Group Inc 8,279 8,279 UNCH 0.00%
Lowe Wealth Advisors LLC 150 150 UNCH 0.00%
Loudon Investment Management LLC 16,303 16,303 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 4,217 4,217 UNCH 0.00%
Cranbrook Wealth Management LLC 4,110 4,110 UNCH 0.00%
Bank Pictet & Cie Asia Ltd. 1,380 1,380 UNCH 0.00%
Hamel Associates Inc. 13,747 13,747 UNCH 0.00%
Mengis Capital Management Inc. 57,954 57,954 UNCH 0.00%
Alliance Wealth Management Group 4,991 4,991 UNCH 0.00%
Evanson Asset Management LLC 7,096 7,096 UNCH 0.00%
Northside Capital Management LLC 6,700 6,700 UNCH 0.00%
AllSquare Wealth Management LLC 7,329 7,329 UNCH 0.00%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 29,078 29,078 UNCH 0.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12,849 12,849 UNCH 0.00%
Westhampton Capital LLC 4,958 4,958 UNCH 0.00%
Arcus Capital Partners LLC 1,571 1,571 UNCH 0.00%
Mandatum Life Insurance Co Ltd 41,502 41,502 UNCH 0.00%
Curtis Advisory Group LLC 1,500 1,500 UNCH 0.00%
Home Federal Bank of Tennessee 17,808 17,808 UNCH 0.00%
Harbor Advisors LLC 24,148 24,148 UNCH 0.00%
Ascension Capital Advisors Inc. 1,363 1,363 UNCH 0.00%
Sloy Dahl & Holst LLC 2,564 2,564 UNCH 0.00%
Benson Investment Management Company Inc. 4,950 4,950 UNCH 0.00%
Courant Investment Management LLC 114,592 114,592 UNCH 0.00%
Sicart Associates LLC 1,385 1,385 UNCH 0.00%
Access Financial Services Inc. 8,256 8,256 UNCH 0.00%
Affiance Financial LLC 7,148 7,148 UNCH 0.00%
PrairieView Partners LLC 1,000 1,000 UNCH 0.00%
White Lighthouse Investment Management Inc. 1,378 1,378 UNCH 0.00%
Sanctuary Wealth Management L.L.C. 20 20 UNCH 0.00%
Retirement Income Solutions Inc 4,526 4,526 UNCH 0.00%
Northwest Capital Management Inc 1,304 1,304 UNCH 0.00%
Luken Investment Analytics LLC 1,932 1,932 UNCH 0.00%
Requisite Capital Management LLC 2,080 2,080 UNCH 0.00%
Solstein Capital LLC 6,242 6,242 UNCH 0.00%
Paradiem LLC 35,174 35,174 UNCH 0.00%
Arnhold LLC 2,492 2,492 UNCH 0.00%
Red Cedar Investment Management LLC 24,379 24,379 UNCH 0.00%
LFA Lugano Financial Advisors SA 1,490 1,490 UNCH 0.00%
Silvant Capital Management LLC 31,284 31,284 UNCH 0.00%
Pflug Koory LLC 7,777 7,777 UNCH 0.00%
Ariston Services Group 3,276 3,276 UNCH 0.00%
MinichMacGregor Wealth Management LLC 4,736 4,736 UNCH 0.00%
Exeter Financial LLC 2,158 2,158 UNCH 0.00%
Essex Savings Bank 26,048 26,048 UNCH 0.00%
Elwood & Goetz Wealth Advisory Group LLC 2,018 2,018 UNCH 0.00%
Monte Financial Group LLC 8,198 8,198 UNCH 0.00%
Dougherty Wealth Advisers LLC 3,674 3,674 UNCH 0.00%
Independent Family Office LLC 3,422 3,422 UNCH 0.00%
Black Diamond Financial LLC 5,678 5,678 UNCH 0.00%
Sage Financial Management Group Inc. 1,787 1,787 UNCH 0.00%
Insight Financial Services 10 10 UNCH 0.00%
Galibier Capital Management Ltd. 5,760 5,760 UNCH 0.00%
Defender Capital LLC. 1,849 1,849 UNCH 0.00%
Hillcrest Wealth Advisors NY LLC 4,310 4,310 UNCH 0.00%
Yarbrough Capital LLC 97,875 97,875 UNCH 0.00%
Wolff Financial Management LLC 3,209 3,209 UNCH 0.00%
Brendel Financial Advisors LLC 13,448 13,448 UNCH 0.00%
O Brien Greene & Co. Inc 7,078 7,078 UNCH 0.00%
HBW Advisory Services LLC 4,264 4,264 UNCH 0.00%
Capital Planning LLC 1,730 1,730 UNCH 0.00%
Bay Rivers Group 6,000 6,000 UNCH 0.00%
PFG Private Wealth Management LLC 68 68 UNCH 0.00%
General Partner Inc. 7,637 7,637 UNCH 0.00%
RE Dickinson Investment Advisors LLC 1,115 1,115 UNCH 0.00%
Key Financial Inc 22,740 22,740 UNCH 0.00%
Lion Street Advisors LLC 6,529 6,529 UNCH 0.00%
Powell Investment Advisors LLC 7,257 7,257 UNCH 0.00%
Summit Wealth Group LLC 2,190 2,190 UNCH 0.00%
Asio Capital LLC 8,896 8,896 UNCH 0.00%
Rebalance LLC 1,650 1,650 UNCH 0.00%
Citadel Investment Advisory Inc. 8,936 8,936 UNCH 0.00%
StrongBox Wealth LLC 20,872 20,872 UNCH 0.00%
Lountzis Asset Management LLC 1,415 1,415 UNCH 0.00%
Planned Solutions Inc. 2,343 2,343 UNCH 0.00%
Wealthgate Family Office LLC 2,360 2,360 UNCH 0.00%
David J Yvars Group 1,757 1,757 UNCH 0.00%
Schiavi & Co LLC 1,847 1,847 UNCH 0.00%
Hoese & Co LLP 445 445 UNCH 0.00%
4J Wealth Management LLC 1,252 1,252 UNCH 0.00%
Legal Advantage Investments Inc. 5,703 5,703 UNCH 0.00%
Levy Wealth Management Group LLC 3,133 3,133 UNCH 0.00%
Bluesphere Advisors LLC 5,124 5,124 UNCH 0.00%
ADE LLC 1,692 1,692 UNCH 0.00%
Boyd Wealth Management LLC 1,527 1,527 UNCH 0.00%
One One Wealth Management LLC 7,258 7,258 UNCH 0.00%
Border to Coast Pensions Partnership Ltd 423,492 423,492 UNCH 0.00%
Maryland Capital Advisors Inc. 678 678 UNCH 0.00%
Bromfield Sneider Wealth Advisors 290 290 UNCH 0.00%
Centered Wealth LLC dba Miller Equity Capital Advisors 2,677 2,677 UNCH 0.00%
Paralel Advisors LLC 1,028,000 1,028,000 UNCH 0.00%
Family Investment Center Inc. 1,484 1,484 UNCH 0.00%
Pine Haven Investment Counsel Inc 4,357 4,357 UNCH 0.00%
Cross Staff Investments Inc 5,437 5,437 UNCH 0.00%
Keb Asset Management LLC 3,528 3,528 UNCH 0.00%
Hedges Asset Management LLC 5,100 5,100 UNCH 0.00%
Evolution Advisers Inc. 651 651 UNCH 0.00%
Graham Capital Wealth Management LLC 1,650 1,650 UNCH 0.00%
Von Berge Wealth Management Group LLC 1,753 1,753 UNCH 0.00%
Fortress Wealth Management Inc. 1,330 1,330 UNCH 0.00%
Wealthspan Partners LLC 1,952 1,952 UNCH 0.00%
Intrinsic Value Partners LLC 2,257 2,257 UNCH 0.00%
5th Street Advisors LLC 5,918 5,918 UNCH 0.00%
Icapital Wealth LLC 7,484 7,484 UNCH 0.00%
Ulland Investment Advisors LLC 209 209 UNCH 0.00%
Autumn Glory Partners LLC 10,287 10,287 UNCH 0.00%
Global Wealth Strategies & Associates 515 515 UNCH 0.00%
Clay Northam Wealth Management LLC 2,257 2,257 UNCH 0.00%
Keating Wealth Management LLC 3,094 3,094 UNCH 0.00%
Argonautica Private Wealth Management Inc. 1,774 1,774 UNCH 0.00%
Armstrong Advisory Group Inc. 3,599 3,599 UNCH 0.00%
DecisionPoint Financial LLC 610 610 UNCH 0.00%
Highland Financial Advisors LLC 7,006 7,006 UNCH 0.00%
Signature Resources Capital Management LLC 486 486 UNCH 0.00%
Philo Smith Capital Corp 9,550 9,550 UNCH 0.00%
Horizons Wealth Management 278 278 UNCH 0.00%
V Square Quantitative Management LLC 6,268 6,268 UNCH 0.00%
Crane Advisory LLC 1,240 1,240 UNCH 0.00%
Etfidea LLC 1,937 1,937 UNCH 0.00%
Creative Capital Management Investments LLC 267 267 UNCH 0.00%
Nordwand Advisors LLC 439 439 UNCH 0.00%
VitalStone Financial LLC 253 253 UNCH 0.00%
Seed Wealth Management Inc. 1,496 1,496 UNCH 0.00%
Heritage Wealth Partners LLC 2,656 2,656 UNCH 0.00%
Auto Owners Insurance Co 3,915 3,915 UNCH 0.00%
Palo Alto Wealth Advisors LLC 1,983 1,983 UNCH 0.00%
Glass Jacobson Investment Advisors llc 622 622 UNCH 0.00%
New England Capital Financial Advisors LLC 130 130 UNCH 0.00%
Evergreen Wealth Management LLC 11,488 11,488 UNCH 0.00%
Monument Group Wealth Advisors LLC 1,743 1,743 UNCH 0.00%
LMG Wealth Partners LLC 13,173 13,173 UNCH 0.00%
Foundation Wealth Management LLC 2,347 2,347 UNCH 0.00%
Values Added Financial LLC 1,373 1,373 UNCH 0.00%
North Ridge Wealth Advisors Inc. 1,736 1,736 UNCH 0.00%
Hudson Canyon Capital Management 16,137 16,137 UNCH 0.00%
Sykon Capital LLC 2,071 2,071 UNCH 0.00%
Dupree Financial Group LLC 2,173 2,173 UNCH 0.00%
Cultivar Capital Inc. 2,200 2,200 UNCH 0.00%
Slocum Gordon & Co LLP 16,650 16,650 UNCH 0.00%
Halpern Financial Inc. 1,490 1,490 UNCH 0.00%
Financiere des Professionnels Fonds d investissement inc. 60,735 60,735 UNCH 0.00%
Silverberg Bernstein Capital Management LLC 1,449 1,449 UNCH 0.00%
Advantage Trust Co 790 790 UNCH 0.00%
Bear Mountain Capital Inc. 302 302 UNCH 0.00%
Arbor Wealth Advisors LLC 3,113 3,113 UNCH 0.00%
Access Investment Management LLC 60,000 60,000 UNCH 0.00%
Sachetta LLC 5,011 5,011 UNCH 0.00%
Partnership Wealth Management LLC 207 207 UNCH 0.00%
Seamount Financial Group Inc. 5,271 5,271 UNCH 0.00%
Mustard Seed Financial LLC 1,663 1,663 UNCH 0.00%
1858 Wealth Management LLC 2,689 2,689 UNCH 0.00%
Transcendent Capital Group LLC 312 312 UNCH 0.00%
Cove Private Wealth LLC 18,400 18,400 UNCH 0.00%
Walden Wealth Partners LLC 4,193 4,193 UNCH 0.00%
Fairman Group LLC 899 899 UNCH 0.00%
Mainsail Asset Management LLC 1,394 1,394 UNCH 0.00%
IMZ Advisory Inc 1,402 1,402 UNCH 0.00%
New Insight Wealth Advisors 3,354 3,354 UNCH 0.00%
13F Filers Decreasing JPM Share Count
Kessler Investment Group LLC 7,667 26 -7,641 -99.66%
Granite Bay Wealth Management LLC 1,324,858 22,378 -1,302,480 -98.31%
Buck Wealth Strategies LLC 47,015 3,111 -43,904 -93.38%
Signature Wealth Management Group 25,728 2,080 -23,648 -91.92%
ORG Partners LLC 15,018 1,218 -13,800 -91.89%
GUNN & Co INVESTMENT MANAGEMENT INC. 386,259 32,074 -354,185 -91.70%
Activest Wealth Management 436 37 -399 -91.51%
Naples Money Management LLC 14,880 1,380 -13,500 -90.73%
Exchange Traded Concepts LLC 686 66 -620 -90.38%
Susquehanna Portfolio Strategies LLC 304,609 33,300 -271,309 -89.07%
AFS Financial Group LLC 15,532 2,361 -13,171 -84.80%
Financial Connections Group Inc. 1,231 197 -1,034 -84.00%
Consolidated Portfolio Review Corp 9,464 2,299 -7,165 -75.71%
Investment House LLC 20,596 5,351 -15,245 -74.02%
UNIVEST FINANCIAL Corp 30,093 7,822 -22,271 -74.01%
Atlas Private Wealth Advisors 8,982 2,409 -6,573 -73.18%
Ardent Capital Management Inc. 40,981 10,997 -29,984 -73.17%
Redmont Wealth Advisors LLC 1,176 328 -848 -72.11%
Venturi Wealth Management LLC 16,140 4,873 -11,267 -69.81%
Jessup Wealth Management Inc 47,460 15,256 -32,204 -67.86%
Ninety One SA PTY Ltd 167,364 54,312 -113,052 -67.55%
Exane Asset Management 126,800 45,142 -81,658 -64.40%
Retirement Planning Co of New England Inc. 11,911 4,425 -7,486 -62.85%
Newbridge Financial Services Group Inc. 10,706 4,017 -6,689 -62.48%
Disciplined Investments LLC 4,389 1,670 -2,719 -61.95%
Krane Funds Advisors LLC 5,146 1,966 -3,180 -61.80%
Morton Brown Family Wealth LLC 289 115 -174 -60.21%
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. 39,747 15,992 -23,755 -59.77%
Whitcomb & Hess Inc. 5,556 2,551 -3,005 -54.09%
Shilanski & Associates Inc. 3,473 1,619 -1,854 -53.38%
Seelaus Asset Management LLC 3,099 1,544 -1,555 -50.18%
Axim Planning & Wealth 3,657 1,833 -1,824 -49.88%
Davis Rea LTD. 35,682 19,022 -16,660 -46.69%
Ninety One UK Ltd 288,486 154,666 -133,820 -46.39%
James J. Burns & Company LLC 9,159 4,919 -4,240 -46.29%
First Pacific Financial 2,051 1,113 -938 -45.73%
Brookstone Capital Management 150,939 82,889 -68,050 -45.08%
Cullinan Associates Inc. 160,915 88,915 -72,000 -44.74%
Southern Capital Advisors LLC 2,585 1,437 -1,148 -44.41%
Triumph Capital Management 3,694 2,067 -1,627 -44.04%
USA Financial Portformulas Corp 2,727 1,536 -1,191 -43.67%
MCF Advisors LLC 21,616 12,199 -9,417 -43.56%
Synergy Financial Management LLC 30,238 17,097 -13,141 -43.46%
Round Rock Advisors LLC 8,930 5,123 -3,807 -42.63%
Leith Wheeler Investment Counsel Ltd. 54,971 31,684 -23,287 -42.36%
Heartwood Wealth Advisors LLC 10,964 6,363 -4,601 -41.96%
Sippican Capital Advisors 11,843 7,018 -4,825 -40.74%
CX Institutional 39,509 23,489 -16,020 -40.55%
Alpine Woods Capital Investors LLC 132,085 78,539 -53,546 -40.54%
Disciplined Equity Management Inc. 7,981 4,863 -3,118 -39.07%
Israel Discount Bank of New York 8,127 4,994 -3,133 -38.55%
Private Management Group Inc. 308,668 190,590 -118,078 -38.25%
Overbrook Management Corp 89,914 55,705 -34,209 -38.05%
Western Wealth Management LLC 50,931 31,608 -19,323 -37.94%
Versant Capital Management Inc 1,972 1,233 -739 -37.47%
MADDEN SECURITIES Corp 4,520 2,849 -1,671 -36.97%
WealthTrust Asset Management LLC 5,950 3,775 -2,175 -36.55%
Safeguard Financial LLC 2,145 1,373 -772 -35.99%
Prestige Wealth Management Group LLC 23,628 15,211 -8,417 -35.62%
Source Financial Advisors LLC 27,321 17,679 -9,642 -35.29%
Ignite Planners LLC 15,386 9,963 -5,423 -35.25%
Susquehanna International Group LLP 1,872,568 1,219,968 -652,600 -34.85%
Orgel Wealth Management LLC 1,619 1,055 -564 -34.84%
Albert D Mason Inc. 3,437 2,255 -1,182 -34.39%
Northern Oak Wealth Management Inc. 46,253 30,361 -15,892 -34.36%
Osher Van de Voorde Investment Management 136,099 89,747 -46,352 -34.06%
Miramar Capital LLC 80,553 53,275 -27,278 -33.86%
Shufro Rose & Co. LLC 187,481 124,773 -62,708 -33.45%
Wambolt & Associates LLC 13,994 9,317 -4,677 -33.42%
Gibraltar Capital Management Inc. 43,820 29,407 -14,413 -32.89%
EFG Asset Management Americas Corp. 46,083 30,985 -15,098 -32.76%
Apexium Financial LP 14,401 9,744 -4,657 -32.34%
Edmond DE Rothschild Holding S.A. 137,461 93,688 -43,773 -31.84%
Signature Wealth Management Partners LLC 20,256 13,814 -6,442 -31.80%
Thoroughbred Financial Services LLC 99,339 68,069 -31,270 -31.48%
SYM FINANCIAL Corp 6,922 4,789 -2,133 -30.81%
Oak Ridge Investments LLC 1,566 1,087 -479 -30.59%
Connective Portfolio Management LLC 13,080 9,080 -4,000 -30.58%
Hennessy Advisors Inc. 57,750 40,200 -17,550 -30.39%
Handelsinvest Investeringsforvaltning 23,483 16,351 -7,132 -30.37%
Gitterman Wealth Management LLC 2,213 1,547 -666 -30.09%
Martin Capital Partners LLC 54,899 38,419 -16,480 -30.02%
Capital Wealth Planning LLC 2,748,515 1,940,025 -808,490 -29.42%
Tower Wealth Partners Inc. 2,467 1,767 -700 -28.37%
Mendota Financial Group LLC 1,561 1,119 -442 -28.32%
Weil Company Inc. 31,381 22,551 -8,830 -28.14%
ACT Wealth Management LLC 2,173 1,570 -603 -27.75%
Caldwell Investment Management Ltd. 11,460 8,300 -3,160 -27.57%
Locust Wood Capital Advisers LLC 408,974 296,653 -112,321 -27.46%
Opal Wealth Advisors LLC 5,765 4,191 -1,574 -27.30%
Diversified Trust Co 79,871 58,258 -21,613 -27.06%
Sweet Financial Partners LLC 4,629 3,377 -1,252 -27.05%
JB Capital LLC 96,276 70,275 -26,001 -27.01%
Polaris Capital Management LLC 304,451 222,251 -82,200 -27.00%
Creative Financial Designs Inc. ADV 6,348 4,648 -1,700 -26.78%
CWS Financial Advisors LLC 6,220 4,561 -1,659 -26.67%
ACR Alpine Capital Research LLC 1,372,428 1,017,609 -354,819 -25.85%
Pzena Investment Management LLC 1,768,274 1,314,755 -453,519 -25.65%
Planning Capital Management Corp 3,924 2,932 -992 -25.28%
Symphony Financial Ltd. Co. 17,539 13,112 -4,427 -25.24%
Willis Investment Counsel 106,980 80,180 -26,800 -25.05%
Pure Financial Advisors Inc. 26,737 20,209 -6,528 -24.42%
Stratos Wealth Advisors LLC 88,156 66,637 -21,519 -24.41%
Cantor Fitzgerald Investment Adviser L.P. 149,589 113,111 -36,478 -24.39%
PSI Advisors LLC 6,076 4,606 -1,470 -24.19%
Cambiar Investors LLC 322,292 244,742 -77,550 -24.06%
Heritage Wealth Advisors 16,423 12,522 -3,901 -23.75%
Roble Belko & Company Inc 2,342 1,786 -556 -23.74%
Jag Capital Management LLC 2,950 2,259 -691 -23.42%
Asahi Life Asset Management CO. LTD. 22,603 17,323 -5,280 -23.36%
Private Wealth Management Group LLC 2,294 1,765 -529 -23.06%
LexAurum Advisors LLC 11,024 8,482 -2,542 -23.06%
Advisor Resource Council 27,972 21,571 -6,401 -22.88%
Bell Investment Advisors Inc 2,068 1,601 -467 -22.58%
FDx Advisors Inc. 15,879 12,312 -3,567 -22.46%
PayPay Securities Corp 41 32 -9 -21.95%
Clearview Wealth Advisors LLC 5,449 4,257 -1,192 -21.88%
Gemsstock Ltd. 168,100 131,500 -36,600 -21.77%
Robinson Smith Wealth Advisors LLC 4,057 3,176 -881 -21.72%
Smith Salley & Associates 222,242 174,704 -47,538 -21.39%
Oppenheimer Asset Management Inc. 673,226 532,049 -141,177 -20.97%
Vista Capital Partners Inc. 3,861 3,052 -809 -20.95%
Acorn Financial Advisory Services Inc. ADV 2,488 1,991 -497 -19.98%
Renaissance Investment Group LLC 1,355 1,085 -270 -19.93%
Spinnaker Investment Group LLC 6,551 5,252 -1,299 -19.83%
Alaska Permanent Fund Corp 16,414 13,170 -3,244 -19.76%
Verde Servicos Internacionais S.A. 113,167 91,311 -21,856 -19.31%
Hudock Inc. 28,113 22,690 -5,423 -19.29%
Sterneck Capital Management LLC 5,660 4,571 -1,089 -19.24%
CarsonAllaria Wealth Management Ltd. 2,564 2,073 -491 -19.15%
QV Investors Inc. 43,440 35,310 -8,130 -18.72%
Tyche Wealth Partners LLC 24,769 20,150 -4,619 -18.65%
Marotta Asset Management 2,460 2,005 -455 -18.50%
Castle Wealth Management LLC 9,601 7,832 -1,769 -18.43%
Founders Financial Securities LLC 19,470 15,933 -3,537 -18.17%
Calton & Associates Inc. 10,193 8,382 -1,811 -17.77%
Hodges Capital Management Inc. 63,262 52,046 -11,216 -17.73%
Sequent Asset Management LLC 2,921 2,406 -515 -17.63%
TRUE Private Wealth Advisors 37,316 30,792 -6,524 -17.48%
Kingswood Wealth Advisors LLC 41,817 34,526 -7,291 -17.44%
Annapolis Financial Services LLC 1,704 1,407 -297 -17.43%
TFC Financial Management 5,897 4,879 -1,018 -17.26%
Compass Ion Advisors LLC 3,725 3,085 -640 -17.18%
Vantage Investment Partners LLC 93,975 78,008 -15,967 -16.99%
Ceredex Value Advisors LLC 322,966 268,197 -54,769 -16.96%
KBC Group NV 1,712,901 1,424,797 -288,104 -16.82%
Levin Easterly Partners LLC 155,325 129,299 -26,026 -16.76%
Farrow Financial Inc. 13,000 10,827 -2,173 -16.72%
Lifestyle Asset Management Inc. 1,602 1,337 -265 -16.54%
Janney Capital Management LLC 191,321 159,751 -31,570 -16.50%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 259,445 216,649 -42,796 -16.50%
Kovack Advisors Inc. 37,311 31,178 -6,133 -16.44%
Lincluden Management Ltd. 28,573 23,913 -4,660 -16.31%
Grant GrossMendelsohn LLC 10,848 9,082 -1,766 -16.28%
Morris Retirement Advisors LLC 5,666 4,746 -920 -16.24%
SeaCrest Wealth Management LLC 32,002 26,809 -5,193 -16.23%
Significant Wealth Partners LLC 1,424 1,196 -228 -16.01%
ORBA Wealth Advisors L.L.C. 8,792 7,392 -1,400 -15.92%
Thompson Investment Management Inc. 75,705 63,726 -11,979 -15.82%
Traveka Wealth LLC 5,673 4,781 -892 -15.72%
Swisher Financial Concepts Inc. 6,613 5,582 -1,031 -15.59%
Abacus Wealth Partners LLC 3,414 2,883 -531 -15.55%
Udine Wealth Management Inc. 38,636 32,633 -6,003 -15.54%
RWM Asset Management LLC 2,205 1,863 -342 -15.51%
Avondale Wealth Management 1,625 1,375 -250 -15.38%
CGC Financial Services LLC 2,604 2,210 -394 -15.13%
Benedetti & Gucer Inc. 5,609 4,774 -835 -14.89%
Investors Research Corp 6,549 5,583 -966 -14.75%
Amalgamated Bank 700,285 597,301 -102,984 -14.71%
Haverford Financial Services Inc. 81,755 69,905 -11,850 -14.49%
Perpetual Ltd 15,086 12,904 -2,182 -14.46%
Francis Financial Inc. 2,386 2,042 -344 -14.42%
Summa Corp. 4,901 4,197 -704 -14.36%
Insight Wealth Strategies LLC 14,040 12,032 -2,008 -14.30%
Financial Advisory Partners LLC 25,116 21,548 -3,568 -14.21%
Key Client Fiduciary Advisors LLC 8,451 7,251 -1,200 -14.20%
American Capital Advisory LLC 4,731 4,063 -668 -14.12%
Stoneridge Investment Partners LLC 13,585 11,667 -1,918 -14.12%
Olistico Wealth LLC 7,775 6,680 -1,095 -14.08%
Trinity Financial Advisors LLC 22,072 18,983 -3,089 -14.00%
WCM Investment Management LLC 1,659 1,428 -231 -13.92%
Reuter James Wealth Management LLC 3,485 3,018 -467 -13.40%
Soltis Investment Advisors LLC 44,681 38,712 -5,969 -13.36%
Court Place Advisors LLC 17,603 15,253 -2,350 -13.35%
OLD National Bancorp IN 157,326 136,395 -20,931 -13.30%
Clear Creek Financial Management LLC 23,142 20,100 -3,042 -13.14%
AAFCPAs Wealth Management LLC 1,310 1,138 -172 -13.13%
Burke & Herbert Bank & Trust Co. 6,406 5,566 -840 -13.11%
WealthShield Partners LLC 33,794 29,382 -4,412 -13.06%
Wasatch Advisors Inc. 27,630 24,030 -3,600 -13.03%
JMG Financial Group Ltd. 2,315 2,015 -300 -12.96%
InTrack Investment Management Inc 5,758 5,013 -745 -12.94%
Cowa LLC 2,905 2,529 -376 -12.94%
Alpha Cubed Investments LLC 208,961 182,458 -26,503 -12.68%
Skylands Capital LLC 56,450 49,315 -7,135 -12.64%
Farmers & Merchants Trust Co of Chambersburg PA 23,985 20,975 -3,010 -12.55%
Hemington Wealth Management 10,518 9,202 -1,316 -12.51%
South Dakota Investment Council 139,495 122,095 -17,400 -12.47%
Mitchell Sinkler & Starr PA 72,564 63,668 -8,896 -12.26%
Argus Investors Counsel Inc. 24,663 21,657 -3,006 -12.19%
Wagner Wealth Management LLC 5,084 4,468 -616 -12.12%
Triasima Portfolio Management inc. 23,298 20,477 -2,821 -12.11%
JGP Wealth Management LLC 105,682 92,951 -12,731 -12.05%
Summit Financial LLC 44,285 38,959 -5,326 -12.03%
Fiera Capital Corp 4,175 3,675 -500 -11.98%
Costello Asset Management INC 7,889 6,952 -937 -11.88%
Yarger Wealth Strategies LLC 11,449 10,113 -1,336 -11.67%
Institutional & Family Asset Management LLC 41,966 37,067 -4,899 -11.67%
Greenwood Capital Associates LLC 61,246 54,141 -7,105 -11.60%
AlphaCentric Advisors LLC 1,096 969 -127 -11.59%
McKinley Carter Wealth Services Inc. 27,912 24,694 -3,218 -11.53%
Matrix Asset Advisors Inc. NY 208,218 184,245 -23,973 -11.51%
Richard P Slaughter Associates Inc 26,411 23,376 -3,035 -11.49%
HighTower Advisors LLC 3,116,208 2,760,870 -355,338 -11.40%
Allegheny Financial Group LTD 7,234 6,413 -821 -11.35%
Anchor Capital Advisors LLC 198,164 175,756 -22,408 -11.31%
SYSTM Wealth Solutions LLC 26,864 23,830 -3,034 -11.29%
Secure Asset Management LLC 19,591 17,410 -2,181 -11.13%
Souders Financial Advisors 40,622 36,118 -4,504 -11.09%
Cardinal Strategic Wealth Guidance 4,619 4,107 -512 -11.08%
West Bancorporation Inc. 6,041 5,373 -668 -11.06%
Highview Capital Management LLC DE 11,438 10,188 -1,250 -10.93%
Yoder Wealth Management Inc. 1,557 1,387 -170 -10.92%
AMF Pensionsforsakring AB 1,085,072 966,694 -118,378 -10.91%
Hallmark Capital Management Inc. 33,813 30,123 -3,690 -10.91%
Trust Co 7,441 6,630 -811 -10.90%
O Brien Wealth Partners LLC 1,166 1,039 -127 -10.89%
Successful Portfolios LLC 3,724 3,321 -403 -10.82%
Manning & Napier Group LLC 596,646 532,154 -64,492 -10.81%
Werba Rubin Papier Wealth Management 5,756 5,136 -620 -10.77%
Stableford Capital II LLC 11,864 10,587 -1,277 -10.76%
Isthmus Partners LLC 3,033 2,707 -326 -10.75%
Unionview LLC 3,663 3,271 -392 -10.70%
Fortitude Advisory Group L.L.C. 10,408 9,295 -1,113 -10.69%
Proquility Private Wealth Partners LLC 23,871 21,333 -2,538 -10.63%
Robbins Farley LLC 421 377 -44 -10.45%
Park Place Capital Corp 10,687 9,578 -1,109 -10.38%
Hunter Perkins Capital Management LLC 26,592 23,832 -2,760 -10.38%
Evexia Wealth LLC 46,103 41,351 -4,752 -10.31%
Tower Bridge Advisors 149,363 134,049 -15,314 -10.25%
First National Trust Co 224,645 201,712 -22,933 -10.21%
Sage Investment Advisers LLC 17,392 15,619 -1,773 -10.19%
ARGA Investment Management LP 7,737 6,950 -787 -10.17%
Twin Peaks Wealth Advisors LLC 1,907 1,714 -193 -10.12%
Guardian Investment Management 22,435 20,174 -2,261 -10.08%
Empower Advisory Group LLC 1,127,250 1,014,957 -112,293 -9.96%
HBC Financial Services PLLC 994 895 -99 -9.96%
LGT Financial Advisors LLC 3,429 3,088 -341 -9.94%
ProShare Advisors LLC 747,104 672,937 -74,167 -9.93%
Bridgewealth Advisory Group LLC 4,097 3,691 -406 -9.91%
Clarius Group LLC 30,148 27,159 -2,989 -9.91%
Elk River Wealth Management LLC 49,126 44,276 -4,850 -9.87%
Cedar Mountain Advisors LLC 347 313 -34 -9.80%
Stony Point Wealth Management Inc. 50,826 45,886 -4,940 -9.72%
Calamos Wealth Management LLC 27,924 25,224 -2,700 -9.67%
Iron Horse Wealth Management LLC 415 375 -40 -9.64%
LaFleur & Godfrey LLC 168,178 152,145 -16,033 -9.53%
Bruce G. Allen Investments LLC 3,985 3,608 -377 -9.46%
Capital Advisors Inc. OK 608,857 551,606 -57,251 -9.40%
Tandem Investment Advisors Inc. 2,643 2,397 -246 -9.31%
Keating Investment Counselors Inc. 3,225 2,925 -300 -9.30%
Butensky & Cohen Financial Security Inc. 30,724 27,879 -2,845 -9.26%
CJM Wealth Advisers Ltd. 4,964 4,508 -456 -9.19%
Orca Investment Management LLC 8,125 7,379 -746 -9.18%
MBL Wealth LLC 11,433 10,398 -1,035 -9.05%
Transform Wealth LLC 102,709 93,427 -9,282 -9.04%
Arvest Investments Inc. 45,800 41,658 -4,142 -9.04%
Eaton Financial Holdings Company LLC 4,943 4,499 -444 -8.98%
Denali Advisors LLC 6,700 6,100 -600 -8.96%
Longbow Finance SA 125,624 114,426 -11,198 -8.91%
Oldfather Financial Services LLC 5,780 5,265 -515 -8.91%
Integris Wealth Management LLC 2,778 2,532 -246 -8.86%
Etesian Wealth Advisors Inc. 15,283 13,933 -1,350 -8.83%
Wolff Wiese Magana LLC 12,243 11,166 -1,077 -8.80%
New Potomac Partners LLC 19,048 17,375 -1,673 -8.78%
Columbus Macro LLC 1,860 1,699 -161 -8.66%
IMA Wealth Inc. 25,161 22,986 -2,175 -8.64%
Fortune Financial Advisors LLC 17,797 16,289 -1,508 -8.47%
Cidel Asset Management Inc. 29,452 26,959 -2,493 -8.46%
Eads & Heald Wealth Management 18,286 16,742 -1,544 -8.44%
WESPAC Advisors LLC 1,903 1,745 -158 -8.30%
Gateway Investment Advisers LLC 770,211 706,254 -63,957 -8.30%
Northcape Wealth Management LLC 22,242 20,401 -1,841 -8.28%
Connecticut Wealth Management LLC 24,390 22,370 -2,020 -8.28%
Trust Point Inc. 29,321 26,897 -2,424 -8.27%
Clarus Group Inc. 9,681 8,881 -800 -8.26%
MEMBERS Trust Co 9,013 8,271 -742 -8.23%
AAFMAA Wealth Management & Trust LLC 27,240 25,000 -2,240 -8.22%
Cornerstone Investment Partners LLC 320,548 294,275 -26,273 -8.20%
Notis McConarty Edward 12,817 11,767 -1,050 -8.19%
Strata Wealth Advisors LLC 1,179 1,083 -96 -8.14%
Drive Wealth Management LLC 10,724 9,865 -859 -8.01%
Greystone Financial Group LLC 61,275 56,389 -4,886 -7.97%
Portland Global Advisors LLC 4,047 3,725 -322 -7.96%
Moloney Securities Asset Management LLC 27,813 25,620 -2,193 -7.88%
Jmac Enterprises LLC 22,637 20,858 -1,779 -7.86%
RSM US Wealth Management LLC 68,139 62,795 -5,344 -7.84%
Marks Group Wealth Management Inc 23,417 21,583 -1,834 -7.83%
Bank Hapoalim BM 27,270 25,148 -2,122 -7.78%
Marshall Financial Group LLC 2,546 2,349 -197 -7.74%
Clarus Wealth Advisors 1,602 1,478 -124 -7.74%
Nicholas Hoffman & Company LLC. 13,922 12,845 -1,077 -7.74%
Mckinley Capital Management LLC Delaware 42,520 39,230 -3,290 -7.74%
Colton Groome Financial Advisors LLC 6,598 6,088 -510 -7.73%
Nova R Wealth Inc. 1,557 1,437 -120 -7.71%
Iams Wealth Management LLC 11,689 10,790 -899 -7.69%
Barometer Capital Management Inc. 63,813 58,917 -4,896 -7.67%
Phoenix Wealth Advisors 21,474 19,836 -1,638 -7.63%
Redmond Asset Management LLC 50,545 46,708 -3,837 -7.59%
Murphy Pohlad Asset Management LLC 2,640 2,440 -200 -7.58%
Financial Security Advisor Inc. 2,677 2,475 -202 -7.55%
Global Trust Asset Management LLC 10,760 9,948 -812 -7.55%
Independent Advisor Alliance 193,055 178,545 -14,510 -7.52%
Fortis Group Advisors LLC 3,951 3,655 -296 -7.49%
Washburn Capital Management Inc. 1,718 1,590 -128 -7.45%
Foundry Partners LLC 267,117 247,521 -19,596 -7.34%
OneAscent Financial Services LLC 20,588 19,091 -1,497 -7.27%
New Century Financial Group LLC 6,699 6,216 -483 -7.21%
Humankind Investments LLC 4,079 3,786 -293 -7.18%
Cutter & CO Brokerage Inc. 5,267 4,889 -378 -7.18%
Choate Investment Advisors 125,480 116,510 -8,970 -7.15%
Quad Cities Investment Group LLC 1,484 1,378 -106 -7.14%
Childress Capital Advisors LLC 8,374 7,778 -596 -7.12%
NatWest Group plc 73,071 67,910 -5,161 -7.06%
Power Wealth Management LLC 1,636 1,521 -115 -7.03%
Securian Asset Management Inc 183,096 170,279 -12,817 -7.00%
Lynch & Associates IN 60,081 55,904 -4,177 -6.95%
Doliver Advisors LP 26,481 24,653 -1,828 -6.90%
Outfitter Financial LLC 21,898 20,393 -1,505 -6.87%
Davy Global Fund Management Ltd 113,786 105,988 -7,798 -6.85%
Country Trust Bank 277,689 258,880 -18,809 -6.77%
AFT Forsyth & Company Inc. 11,820 11,025 -795 -6.73%
Concurrent Investment Advisors LLC 68,218 63,699 -4,519 -6.62%
Redwood Financial Network Corp 1,288 1,203 -85 -6.60%
Perigon Wealth Management LLC 128,078 119,646 -8,432 -6.58%
Stephenson National Bank & Trust 8,500 7,941 -559 -6.58%
Smith Group Asset Management LLC 166,212 155,324 -10,888 -6.55%
Cardinal Capital Management Inc. 196,464 183,601 -12,863 -6.55%
Teacher Retirement System of Texas 837,016 782,398 -54,618 -6.53%
Congress Park Capital LLC 19,932 18,632 -1,300 -6.52%
SPC Financial Inc. 37,628 35,219 -2,409 -6.40%
Flower City Capital 1,458 1,365 -93 -6.38%
Essex Investment Management Co. LLC 4,177 3,912 -265 -6.34%
Ausdal Financial Partners Inc. 9,635 9,027 -608 -6.31%
Lathrop Investment Management Corp 2,519 2,363 -156 -6.19%
Dupont Capital Management Corp 118,691 111,410 -7,281 -6.13%
Valley Brook Capital Group 24,054 22,582 -1,472 -6.12%
Wealth Advisory Solutions LLC 49,929 46,873 -3,056 -6.12%
SWS Partners 24,457 22,965 -1,492 -6.10%
Sky Investment Group LLC 10,370 9,742 -628 -6.06%
AdvisorNet Financial Inc 28,630 26,900 -1,730 -6.04%
KLR Investment Advisors LLC 5,300 4,987 -313 -5.91%
Meritage Portfolio Management 60,320 56,760 -3,560 -5.90%
HTG Investment Advisors Inc. 3,616 3,403 -213 -5.89%
WD Rutherford LLC 25,161 23,678 -1,483 -5.89%
Corundum Group Inc. 10,953 10,309 -644 -5.88%
Canandaigua National Bank & Trust Co. 106,985 100,727 -6,258 -5.85%
Altfest L J & Co. Inc. 22,332 21,029 -1,303 -5.83%
First Hawaiian Bank 52,690 49,625 -3,065 -5.82%
Wealth Effects LLC 32,350 30,477 -1,873 -5.79%
Congress Wealth Management LLC DE 167,056 157,385 -9,671 -5.79%
Bond & Devick Financial Network Inc. 2,903 2,735 -168 -5.79%
Piscataqua Savings Bank 20,816 19,613 -1,203 -5.78%
Haverford Trust Co. 1,614,895 1,521,671 -93,224 -5.77%
Galvin Gaustad & Stein LLC 171,429 161,559 -9,870 -5.76%
Brown Advisory Inc. 1,332,012 1,255,346 -76,666 -5.76%
Youngs Advisory Group Inc. 3,109 2,932 -177 -5.69%
Facet Wealth Inc. 2,210 2,085 -125 -5.66%
Symmetry Partners LLC 58,290 54,992 -3,298 -5.66%
Dakota Community Bank & Trust NA 3,344 3,155 -189 -5.65%
Private Trust Co. NA 46,640 44,005 -2,635 -5.65%
Valeo Financial Advisors LLC 184,588 174,232 -10,356 -5.61%
Sontag Advisory LLC 54,535 51,511 -3,024 -5.55%
Monticello Wealth Management LLC 34,936 32,999 -1,937 -5.54%
Addenda Capital Inc. 62,715 59,243 -3,472 -5.54%
Larson Financial Group LLC 22,094 20,876 -1,218 -5.51%
Eclectic Associates Inc. ADV 16,909 15,983 -926 -5.48%
Emfo LLC 15,986 15,111 -875 -5.47%
Steele Capital Management Inc. 8,760 8,282 -478 -5.46%
New York State Common Retirement Fund 4,331,140 4,095,087 -236,053 -5.45%
Mcdonald Partners LLC 42,210 39,913 -2,297 -5.44%
Artemis Investment Management LLP 96,107 90,900 -5,207 -5.42%
Hexagon Capital Partners LLC 6,801 6,433 -368 -5.41%
JFS Wealth Advisors LLC 5,599 5,296 -303 -5.41%
Werlinich Asset Management LLC 37,197 35,197 -2,000 -5.38%
Banque Cantonale Vaudoise 108,297 102,506 -5,791 -5.35%
Oliver Luxxe Assets LLC 5,648 5,346 -302 -5.35%
Stewart & Patten Co. LLC 212,886 201,529 -11,357 -5.33%
Flagstone Financial Management 3,278 3,105 -173 -5.28%
Waller Financial Planning Group Inc. 1,878 1,779 -99 -5.27%
Raymond James Trust CO. of NH 1,843 1,746 -97 -5.26%
WealthPLAN Partners LLC 33,192 31,447 -1,745 -5.26%
Hutchinson Capital Management CA 2,206 2,090 -116 -5.26%
SOL Capital Management CO 25,538 24,198 -1,340 -5.25%
Hall Laurie J Trustee 6,015 5,700 -315 -5.24%
Centre Asset Management LLC 29,006 27,491 -1,515 -5.22%
Lbmc Investment Advisors LLC 7,490 7,101 -389 -5.19%
Appleton Partners Inc. MA 169,879 161,121 -8,758 -5.16%
Advisors Management Group Inc. ADV 22,965 21,784 -1,181 -5.14%
B.O.S.S. Retirement Advisors LLC 28,382 26,931 -1,451 -5.11%
N.E.W. Advisory Services LLC 9,758 9,259 -499 -5.11%
Mill Capital Management LLC 223,162 211,772 -11,390 -5.10%
DNB Asset Management AS 1,210,200 1,149,265 -60,935 -5.04%
MPS Loria Financial Planners LLC 1,735 1,648 -87 -5.01%
Berkshire Bank 41,807 39,723 -2,084 -4.98%
Financial Management Network Inc. 7,523 7,149 -374 -4.97%
Rockland Trust Co. 207,597 197,280 -10,317 -4.97%
Sunflower Bank N.A. 7,145 6,791 -354 -4.95%
HMS Capital Management LLC 11,231 10,677 -554 -4.93%
Iron Financial LLC 9,311 8,857 -454 -4.88%
Blue Square Asset Management LLC 11,663 11,096 -567 -4.86%
S.E.E.D. Planning Group LLC 14,624 13,917 -707 -4.83%
Stockman Wealth Management Inc. 81,913 77,956 -3,957 -4.83%
Capital Investment Counsel Inc 7,807 7,432 -375 -4.80%
Smithfield Trust Co. 29,139 27,754 -1,385 -4.75%
Schoolcraft Capital LLC 2,869 2,733 -136 -4.74%
CNB Bank 21,321 20,317 -1,004 -4.71%
LS Investment Advisors LLC 15,190 14,474 -716 -4.71%
Farmers Trust Co. 88,259 84,100 -4,159 -4.71%
Moisand Fitzgerald Tamayo LLC 747 712 -35 -4.69%
Gradient Investments LLC 213,974 203,998 -9,976 -4.66%
Connable Office Inc. 29,109 27,763 -1,346 -4.62%
Conning Inc. 232,390 221,718 -10,672 -4.59%
Lodestar Private Asset Management LLC 5,840 5,574 -266 -4.55%
Valicenti Advisory Services Inc. 79,767 76,148 -3,619 -4.54%
Financial Council Asset Management Inc 6,439 6,148 -291 -4.52%
Jacobsen Capital Management 4,268 4,075 -193 -4.52%
Asset Management One Co. Ltd. 1,389,900 1,327,444 -62,456 -4.49%
Viking Fund Management LLC 67,000 64,000 -3,000 -4.48%
Washington Capital Management Inc. 12,845 12,270 -575 -4.48%
Berry Wealth Group LP 29,930 28,593 -1,337 -4.47%
Gouws Capital LLC 1,570 1,500 -70 -4.46%
Stone Point Wealth LLC 35,640 34,049 -1,591 -4.46%
Invera Wealth Advisors LLC 27,832 26,597 -1,235 -4.44%
Cabot Wealth Management Inc. 106,592 101,861 -4,731 -4.44%
Wakefield Asset Management LLLP 23,766 22,713 -1,053 -4.43%
LVW Advisors LLC 31,800 30,395 -1,405 -4.42%
G&S Capital LLC 10,071 9,628 -443 -4.40%
First Interstate Bank 45,805 43,802 -2,003 -4.37%
AFG Fiduciary Services Limited Partnership 1,192 1,140 -52 -4.36%
Phillips Wealth Planners LLC 7,230 6,918 -312 -4.32%
Arkansas Financial Group Inc. 3,890 3,722 -168 -4.32%
WASHINGTON TRUST Co 217,447 208,082 -9,365 -4.31%
Householder Group Estate & Retirement Specialist LLC 8,905 8,522 -383 -4.30%
Alpha Omega Wealth Management LLC 42,173 40,367 -1,806 -4.28%
Mawer Investment Management Ltd. 590,838 565,539 -25,299 -4.28%
Xcel Wealth Management LLC 64,253 61,510 -2,743 -4.27%
B & T Capital Management DBA Alpha Capital Management 48,060 46,015 -2,045 -4.26%
Eagle Bay Advisors LLC 6,331 6,062 -269 -4.25%
Hoxton Planning & Management LLC 3,115 2,983 -132 -4.24%
New Mexico Educational Retirement Board 152,050 145,650 -6,400 -4.21%
Sunpointe LLC 7,495 7,181 -314 -4.19%
United Community Bank 13,161 12,610 -551 -4.19%
Weaver Consulting Group 3,127 2,996 -131 -4.19%
Bfsg LLC 30,940 29,644 -1,296 -4.19%
Kwmg LLC 1,413 1,354 -59 -4.18%
First Bank & Trust 13,319 12,766 -553 -4.15%
Pictet North America Advisors SA 80,316 76,983 -3,333 -4.15%
Paladin Advisory Group LLC 2,923 2,802 -121 -4.14%
Mosley Wealth Management 4,248 4,073 -175 -4.12%
KAMES CAPITAL plc 1,072,836 1,028,615 -44,221 -4.12%
Dravo Bay LLC 1,508 1,446 -62 -4.11%
Blume Capital Management Inc. 24,623 23,612 -1,011 -4.11%
Bender Robert & Associates 3,526 3,381 -145 -4.11%
Hartford Investment Management Co. 194,803 186,820 -7,983 -4.10%
Welch Group LLC 328,466 315,037 -13,429 -4.09%
Investors Asset Management of Georgia Inc. GA ADV 28,697 27,524 -1,173 -4.09%
Whitaker Myers Wealth Managers LTD. 2,285 2,192 -93 -4.07%
Community Bank of Raymore 77,186 74,048 -3,138 -4.07%
Krueger & Catalano Capital Partners LLC 2,164 2,076 -88 -4.07%
Fidelity D & D Bancorp Inc. 6,556 6,290 -266 -4.06%
Golden Road Advisors LLC 1,359 1,304 -55 -4.05%
Crestone Asset Management LLC 1,900 1,823 -77 -4.05%
First Financial Bank Trust Division 95,182 91,327 -3,855 -4.05%
SNS Financial Group LLC 2,626 2,520 -106 -4.04%
MeadowBrook Investment Advisors LLC 18,955 18,191 -764 -4.03%
Hyperion Partners LLC 6,535 6,273 -262 -4.01%
Fiduciary Alliance LLC 103,981 99,810 -4,171 -4.01%
Enterprise Bank & Trust Co 30,277 29,066 -1,211 -4.00%
Liberty Wealth Management LLC 4,576 4,394 -182 -3.98%
Chapman Investment Management LLC 13,727 13,181 -546 -3.98%
Coston McIsaac & Partners 1,310 1,258 -52 -3.97%
Nisa Investment Advisors LLC 984,990 945,894 -39,096 -3.97%
Argyle Capital Management Inc. 35,327 33,927 -1,400 -3.96%
MTM Investment Management LLC 30,581 29,373 -1,208 -3.95%
Level Financial Advisors Inc. 2,106 2,023 -83 -3.94%
Atlantic Union Bankshares Corp 118,864 114,186 -4,678 -3.94%
Cottonwood Capital Advisors LLC 4,277 4,109 -168 -3.93%
MV Capital Management Inc. 29,651 28,496 -1,155 -3.90%
GSG Advisors LLC 3,597 3,457 -140 -3.89%
LongView Wealth Management 3,699 3,555 -144 -3.89%
Carmichael Hill & Associates Inc. 6,762 6,502 -260 -3.85%
NBT Bank N A NY 152,200 146,377 -5,823 -3.83%
Grey Fox Wealth Advisors LLC 3,721 3,579 -142 -3.82%
Camden National Bank 58,914 56,662 -2,252 -3.82%
Baader Bank INC 44,406 42,716 -1,690 -3.81%
Cary Street Partners Asset Management LLC 32,082 30,863 -1,219 -3.80%
Roffman Miller Associates Inc. PA 292,523 281,399 -11,124 -3.80%
Ridgecrest Wealth Partners LLC 9,357 9,002 -355 -3.79%
SC&H Financial Advisors Inc. 7,582 7,296 -286 -3.77%
Plimoth Trust Co. LLC 58,144 55,958 -2,186 -3.76%
Rogco LP 8,409 8,094 -315 -3.75%
Embree Financial Group 48,152 46,353 -1,799 -3.74%
KRS Capital Management LLC 7,939 7,642 -297 -3.74%
New York Life Investment Management LLC 410,089 394,757 -15,332 -3.74%
Buckingham Capital Management Inc. 28,340 27,283 -1,057 -3.73%
Financial Counselors Inc. 474,807 457,110 -17,697 -3.73%
Trueblood Wealth Management LLC 56,652 54,544 -2,108 -3.72%
Louisiana State Employees Retirement System 174,800 168,300 -6,500 -3.72%
Lederer & Associates Investment Counsel CA 16,625 16,013 -612 -3.68%
Bordeaux Wealth Advisors LLC 7,649 7,368 -281 -3.67%
Tritonpoint Wealth LLC 100,642 96,972 -3,670 -3.65%
Norway Savings Bank 22,958 22,123 -835 -3.64%
Axiom Financial Strategies LLC 2,100 2,024 -76 -3.62%
Trivant Custom Portfolio Group LLC 17,488 16,857 -631 -3.61%
Clear Investment Research LLC 139 134 -5 -3.60%
Callahan Advisors LLC 138,921 133,945 -4,976 -3.58%
Evergreen Private Wealth LLC 29,221 28,178 -1,043 -3.57%
Burns J W & Co. Inc. NY 80,183 77,318 -2,865 -3.57%
Tower View Investment Management & Research LLC 281 271 -10 -3.56%
James Investment Research Inc. 84,394 81,398 -2,996 -3.55%
Sowell Financial Services LLC 86,315 83,256 -3,059 -3.54%
Peoples Financial Services CORP. 18,703 18,040 -663 -3.54%
Harrington Investments INC 2,915 2,812 -103 -3.53%
Princeton Global Asset Management LLC 60,513 58,385 -2,128 -3.52%
Abner Herrman & Brock LLC 141,881 136,880 -5,001 -3.52%
Virginia Wealth Management Group Inc. 22,916 22,111 -805 -3.51%
Satovsky Asset Management LLC 1,199 1,157 -42 -3.50%
OLD Second National Bank of Aurora 47,667 46,000 -1,667 -3.50%
Harbour Trust & Investment Management Co 92,124 88,912 -3,212 -3.49%
Strategic Advisors LLC 44,359 42,814 -1,545 -3.48%
Westwood Wealth Management 2,887 2,787 -100 -3.46%
Principal Financial Group Inc. 6,099,267 5,888,868 -210,399 -3.45%
Deroy & Devereaux Private Investment Counsel Inc. 175,585 169,543 -6,042 -3.44%
Falcon Wealth Planning 12,913 12,470 -443 -3.43%
Cetera Trust Company N.A 19,766 19,091 -675 -3.41%
OneAscent Wealth Management LLC 3,634 3,510 -124 -3.41%
Absher Wealth Management LLC 145,104 140,155 -4,949 -3.41%
Premier Path Wealth Partners LLC 24,087 23,268 -819 -3.40%
STAR Financial Bank 8,490 8,201 -289 -3.40%
Valley National Advisers Inc. 27,984 27,032 -952 -3.40%
Arlington Financial Advisors LLC 27,410 26,481 -929 -3.39%
Sumitomo Mitsui Trust Holdings Inc. 7,506,096 7,251,851 -254,245 -3.39%
Clifford Swan Investment Counsel LLC 217,938 210,579 -7,359 -3.38%
Miller Wealth Advisors LLC 445 430 -15 -3.37%
Private Advisor Group LLC 343,791 332,278 -11,513 -3.35%
One Day In July LLC 1,974 1,908 -66 -3.34%
JNBA Financial Advisors 10,762 10,403 -359 -3.34%
Peterson Wealth Services 44,721 43,230 -1,491 -3.33%
Strid Group LLC 2,919 2,822 -97 -3.32%
Wesleyan Assurance Society 150,207 145,257 -4,950 -3.30%
Nvwm LLC 21,484 20,776 -708 -3.30%
Selective Wealth Management Inc. 2,979 2,881 -98 -3.29%
Radnor Capital Management LLC 58,882 56,957 -1,925 -3.27%
Park National Corp OH 460,753 445,822 -14,931 -3.24%
Noesis Capital Mangement Corp 129,220 125,066 -4,154 -3.21%
Capital Investment Advisory Services LLC 23,221 22,481 -740 -3.19%
Bank of New York Mellon Corp 28,813,913 27,894,605 -919,308 -3.19%
Legacy Capital Group California Inc. 8,305 8,041 -264 -3.18%
Wellington Shields Capital Management LLC 68,254 66,087 -2,167 -3.17%
AMI Asset Management Corp 9,253 8,960 -293 -3.17%
Vivid Wealth Management LLC 5,376 5,206 -170 -3.16%
Hoertkorn Richard Charles 62,366 60,403 -1,963 -3.15%
A. D. Beadell Investment Counsel Inc. 11,604 11,239 -365 -3.15%
Adviser Investments LLC 425,779 412,427 -13,352 -3.14%
Lwmg LLC 4,124 3,995 -129 -3.13%
JTC Employer Solutions Trusteee Ltd 334,103 323,631 -10,472 -3.13%
Hara Capital LLC 5,612 5,437 -175 -3.12%
Boston Trust Walden Corp 1,231,724 1,193,244 -38,480 -3.12%
Sumitomo Life Insurance Co. 53,940 52,257 -1,683 -3.12%
McNaughton Wealth Management LLC 6,017 5,830 -187 -3.11%
Portside Wealth Group LLC 20,074 19,460 -614 -3.06%
Transcend Wealth Collective LLC 82,581 80,063 -2,518 -3.05%
Lionsbridge Wealth Management LLC 7,249 7,031 -218 -3.01%
Sabal Trust CO 267,195 259,224 -7,971 -2.98%
MGO Private Wealth LLC 2,185 2,120 -65 -2.97%
Townsend & Associates Inc 16,379 15,895 -484 -2.96%
Assetmark Inc. 156,988 152,344 -4,644 -2.96%
New York State Teachers Retirement System 2,923,149 2,836,790 -86,359 -2.95%
Abacus Planning Group Inc. 20,912 20,304 -608 -2.91%
Baron Financial Group LLC 1,730 1,680 -50 -2.89%
MainStreet Investment Advisors LLC 98,030 95,211 -2,819 -2.88%
Institute for Wealth Management LLC. 16,196 15,729 -467 -2.88%
BOK Financial Private Wealth Inc. 26,391 25,630 -761 -2.88%
Heritage Investors Management Corp 233,434 226,717 -6,717 -2.88%
Everpar Advisors LLC 32,302 31,374 -928 -2.87%
Gilman Hill Asset Management LLC 9,458 9,187 -271 -2.87%
First Dallas Securities Inc. 15,106 14,672 -434 -2.87%
Integrated Advisors Network LLC 80,505 78,209 -2,296 -2.85%
Trust Co. of Virginia VA 102,120 99,205 -2,915 -2.85%
Watershed Private Wealth LLC 4,372 4,248 -124 -2.84%
Lindbrook Capital LLC 36,074 35,052 -1,022 -2.83%
tru Independence LLC 38,785 37,695 -1,090 -2.81%
Auxano Advisors LLC 11,516 11,194 -322 -2.80%
SeaBridge Investment Advisors LLC 24,989 24,292 -697 -2.79%
First National Bank of Mount Dora Trust Investment Services 28,668 27,875 -793 -2.77%
White Pine Investment CO 37,726 36,681 -1,045 -2.77%
Eagle Ridge Investment Management 71,788 69,806 -1,982 -2.76%
Strategic Financial Services Inc 28,915 28,116 -799 -2.76%
M&R Capital Management Inc. 57,655 56,069 -1,586 -2.75%
Cornerstone Planning Group LLC 984 957 -27 -2.74%
Klingenstein Fields & Co. LP 218,990 213,059 -5,931 -2.71%
Pine Valley Investments Ltd Liability Co 58,854 57,267 -1,587 -2.70%
Buckley Wealth Management LLC 66,652 64,851 -1,801 -2.70%
Taurus Asset Management LLC 253,789 246,973 -6,816 -2.69%
Nordea Investment Management AB 2,690,167 2,618,180 -71,987 -2.68%
Van Hulzen Asset Management LLC 71,211 69,309 -1,902 -2.67%
First Long Island Investors LLC 129,430 125,973 -3,457 -2.67%
Parcion Private Wealth LLC 41,428 40,324 -1,104 -2.66%
Aurum Wealth Management Group LLC 35,143 34,208 -935 -2.66%
Hudson Capital Management LLC 27,017 26,300 -717 -2.65%
Fundamentun LLC 55,700 54,225 -1,475 -2.65%
Gleason Group Inc. 15,903 15,483 -420 -2.64%
Wilsey Asset Management Inc. 184,697 179,847 -4,850 -2.63%
Benin Management CORP 17,446 16,987 -459 -2.63%
Verdence Capital Advisors LLC 92,142 89,736 -2,406 -2.61%
Kathmere Capital Management LLC 5,085 4,953 -132 -2.60%
Financial Advisors LLC 12,146 11,831 -315 -2.59%
Proathlete Wealth Management LLC 5,096 4,965 -131 -2.57%
SignalPoint Asset Management LLC 7,874 7,672 -202 -2.57%
Fi3 FINANCIAL ADVISORS LLC 5,952 5,800 -152 -2.55%
Aull & Monroe Investment Management Corp 18,000 17,543 -457 -2.54%
Chesapeake Wealth Management 11,429 11,140 -289 -2.53%
Ehrlich Financial Group 3,374 3,289 -85 -2.52%
Beacon Financial Group 44,311 43,196 -1,115 -2.52%
Howland Capital Management LLC 39,448 38,456 -992 -2.51%
First Fiduciary Investment Counsel Inc. 153,227 149,381 -3,846 -2.51%
Allegiance Financial Group Advisory Services LLC 1,722 1,679 -43 -2.50%
TKG Advisors LLC 6,249 6,094 -155 -2.48%
Brave Asset Management Inc. 52,275 50,983 -1,292 -2.47%
Wealth Management Partners LLC 11,480 11,198 -282 -2.46%
Terril Brothers Inc. 9,344 9,115 -229 -2.45%
Keyes Stange & Wooten Wealth Management LLC 8,195 7,995 -200 -2.44%
HTLF Bank 56,603 55,223 -1,380 -2.44%
Mascoma Wealth Management LLC 2,473 2,413 -60 -2.43%
Marietta Wealth Management LLC 51,639 50,388 -1,251 -2.42%
RF&L Wealth Management LLC 7,493 7,313 -180 -2.40%
Integrated Investment Consultants LLC 18,773 18,323 -450 -2.40%
Country Club Bank GFN 70,709 69,012 -1,697 -2.40%
Factory Mutual Insurance Co. 593,325 579,125 -14,200 -2.39%
DORCHESTER WEALTH MANAGEMENT Co 63,784 62,265 -1,519 -2.38%
Tlwm 8,298 8,103 -195 -2.35%
Compass Wealth Management LLC 53,479 52,232 -1,247 -2.33%
Crescent Sterling Ltd. 20,828 20,342 -486 -2.33%
Curbstone Financial Management Corp 23,930 23,380 -550 -2.30%
Hamilton Point Investment Advisors LLC 31,289 30,570 -719 -2.30%
Moody Aldrich Partners LLC 2,828 2,763 -65 -2.30%
626 Financial LLC 11,504 11,240 -264 -2.29%
TNF LLC 1,529 1,494 -35 -2.29%
Perennial Advisors LLC 59,804 58,433 -1,371 -2.29%
Cornerstone Wealth Management LLC 24,791 24,224 -567 -2.29%
Newman Dignan & Sheerar Inc. 25,203 24,627 -576 -2.29%
Legacy Advisors LLC 20,824 20,349 -475 -2.28%
Wynn Capital LLC 18,564 18,142 -422 -2.27%
Proffitt & Goodson Inc. 8,313 8,124 -189 -2.27%
Morris Financial Concepts Inc. 9,939 9,715 -224 -2.25%
First Financialcorp IN 12,288 12,012 -276 -2.25%
Boltwood Capital Management 15,871 15,516 -355 -2.24%
Aurora Private Wealth Inc. 6,017 5,883 -134 -2.23%
Douglas Lane & Associates LLC 873,754 854,255 -19,499 -2.23%
Camarda Financial Advisors LLC 11,715 11,454 -261 -2.23%
ERTS Wealth Advisors LLC 4,823 4,716 -107 -2.22%
Commonwealth Retirement Investments LLC 50,685 49,564 -1,121 -2.21%
US Asset Management LLC 9,375 9,168 -207 -2.21%
Darden Wealth Group Inc 4,417 4,320 -97 -2.20%
Tranquility Partners LLC 18,595 18,185 -410 -2.20%
Inlet Private Wealth LLC 55,596 54,371 -1,225 -2.20%
Renaissance Group LLC 5,414 5,295 -119 -2.20%
Legacy CG LLC 31,994 31,292 -702 -2.19%
United Asset Strategies Inc. 96,598 94,496 -2,102 -2.18%
Byrne Asset Management LLC 12,962 12,682 -280 -2.16%
Fairhaven Wealth Management LLC 30,010 29,364 -646 -2.15%
Contravisory Investment Management Inc. 2,657 2,600 -57 -2.15%
LifeSteps Financial Inc. 10,240 10,021 -219 -2.14%
Agate Pass Investment Management LLC 20,488 20,051 -437 -2.13%
Smith & Howard Wealth Management LLC 1,877 1,837 -40 -2.13%
Jeppson Wealth Management LLC 14,647 14,337 -310 -2.12%
Future Financial Wealth Managment LLC 4,728 4,628 -100 -2.12%
Pitti Group Wealth Management LLC 2,837 2,777 -60 -2.11%
Sequoia Financial Advisors LLC 281,021 275,081 -5,940 -2.11%
Hanson & Doremus Investment Management 18,212 17,827 -385 -2.11%
Meridian Management Co. 4,503 4,409 -94 -2.09%
Vishria Bird Financial Group LLC 1,927 1,887 -40 -2.08%
Tilson Financial Group Inc. 1,311 1,284 -27 -2.06%
Greenhaven Associates Inc. 4,723,504 4,626,384 -97,120 -2.06%
Chemung Canal Trust Co. 70,778 69,328 -1,450 -2.05%
Courier Capital LLC 95,011 93,071 -1,940 -2.04%
Masso Torrence Wealth Management Inc. 9,221 9,034 -187 -2.03%
Blue Chip Partners Inc. 181,095 177,442 -3,653 -2.02%
UMB Bank N A MO 507,313 497,181 -10,132 -2.00%
CIC Wealth LLC 10,894 10,677 -217 -1.99%
Strategy Asset Managers LLC 72,683 71,238 -1,445 -1.99%
Wright Investors Service Inc. 50,042 49,047 -995 -1.99%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 46,319 45,401 -918 -1.98%
Family Legacy Inc. 33,958 33,284 -674 -1.98%
Assenagon Asset Management S.A. 93,931 92,088 -1,843 -1.96%
Ellerson Group Inc. ADV 13,413 13,152 -261 -1.95%
Acorn Wealth Advisors LLC 11,808 11,579 -229 -1.94%
Sitrin Capital Management LLC 37,394 36,670 -724 -1.94%
Fulcrum Capital LLC 53,930 52,889 -1,041 -1.93%
Jennison Associates LLC 2,260,149 2,216,546 -43,603 -1.93%
Mountain Pacific Investment Advisers Inc. ID 26,178 25,676 -502 -1.92%
Bangor Savings Bank 49,251 48,312 -939 -1.91%
Comprehensive Financial Consultants Institutional Inc. 32,350 31,736 -614 -1.90%
Oppenheimer & Co. Inc. 353,805 347,118 -6,687 -1.89%
Beacon Harbor Wealth Advisors Inc. 31,774 31,177 -597 -1.88%
Sandy Spring Bank 169,786 166,594 -3,192 -1.88%
Grant Street Asset Management Inc. 5,446 5,344 -102 -1.87%
Founders Capital Management 36,868 36,189 -679 -1.84%
Investment Partners LTD. 19,302 18,947 -355 -1.84%
Hunter Associates Investment Management LLC 10,531 10,338 -193 -1.83%
Lincoln Capital Corp 24,417 23,973 -444 -1.82%
CENTRAL TRUST Co 177,822 174,592 -3,230 -1.82%
Bard Financial Services Inc. 59,025 57,965 -1,060 -1.80%
Investment Advisory Services Inc. TX ADV 19,377 19,030 -347 -1.79%
Caldwell Sutter Capital Inc. 9,178 9,014 -164 -1.79%
Ethos Financial Group LLC 18,561 18,231 -330 -1.78%
PFG Advisors 37,537 36,871 -666 -1.77%
Westover Capital Advisors LLC 39,224 38,531 -693 -1.77%
Family Capital Trust Co 55,866 54,879 -987 -1.77%
Sivia Capital Partners LLC 8,437 8,289 -148 -1.75%
Edge Wealth Management LLC 94,470 92,813 -1,657 -1.75%
Massmutual Trust Co. FSB ADV 318,498 312,932 -5,566 -1.75%
Bowman & Co S.C. 22,066 21,683 -383 -1.74%
Schmidt P J Investment Management Inc. 35,749 35,128 -621 -1.74%
Hazlett Burt & Watson Inc. 10,994 10,803 -191 -1.74%
Tilia Fiduciary Partners Inc. 8,224 8,082 -142 -1.73%
Grandfield & Dodd LLC 24,469 24,045 -424 -1.73%
Lauterbach Financial Advisors LLC 29,535 29,028 -507 -1.72%
Carl P. Sherr & Co. LLC 14,328 14,081 -247 -1.72%
Zurcher Kantonalbank Zurich Cantonalbank 1,237,378 1,216,039 -21,339 -1.72%
Manchester Financial Inc. 1,629 1,601 -28 -1.72%
Dixon Mitchell Investment Counsel Inc. 136,632 134,300 -2,332 -1.71%
Helen Stephens Group LLC 5,445 5,352 -93 -1.71%
PFC Capital Group Inc. 8,875 8,725 -150 -1.69%
Navalign LLC 9,558 9,396 -162 -1.69%
Wetzel Investment Advisors Inc. 47,015 46,227 -788 -1.68%
Paragon Capital Management Ltd 3,750 3,687 -63 -1.68%
WESPAC Advisors SoCal LLC 46,999 46,214 -785 -1.67%
Staley Capital Advisers Inc. 493,543 485,315 -8,228 -1.67%
Financial Management Professionals Inc. 10,721 10,545 -176 -1.64%
Tompkins Financial Corp 80,372 79,061 -1,311 -1.63%
Saxon Interests Inc. 9,803 9,644 -159 -1.62%
Great Oak Capital Partners LLC 4,593 4,519 -74 -1.61%
Citizens Business Bank 34,166 33,621 -545 -1.60%
Private Ocean LLC 1,446 1,423 -23 -1.59%
Putnam FL Investment Management Co. 338,657 333,261 -5,396 -1.59%
Mcdonald Capital Investors Inc. CA 250,392 246,417 -3,975 -1.59%
Mutual of America Capital Management LLC 404,122 397,696 -6,426 -1.59%
Dixon Fnancial Services Inc. 7,733 7,611 -122 -1.58%
Washington Trust Advisors Inc. 32,144 31,637 -507 -1.58%
WealthBridge Investment Counsel Inc. 71,451 70,331 -1,120 -1.57%
Copperwynd Financial LLC 5,370 5,286 -84 -1.56%
Triangle Securities Wealth Management 29,339 28,882 -457 -1.56%
California Public Employees Retirement System 6,454,646 6,354,293 -100,353 -1.55%
Cassaday & Co Wealth Management LLC 20,525 20,209 -316 -1.54%
Mather Group LLC. 20,493 20,178 -315 -1.54%
Single Point Partners LLC 3,734 3,677 -57 -1.53%
American National Bank 51,288 50,501 -787 -1.53%
Fulton Bank N.A. 53,992 53,169 -823 -1.52%
Keene & Associates Inc. 3,194 3,146 -48 -1.50%
Tennessee Valley Asset Management Partners 6,550 6,452 -98 -1.50%
Capital Square LLC 8,177 8,054 -123 -1.50%
Leisure Capital Management 20,802 20,493 -309 -1.49%
DAVENPORT & Co LLC 1,201,432 1,183,552 -17,880 -1.49%
Argent Advisors Inc. 31,256 30,793 -463 -1.48%
Culbertson A N & Co. Inc. 124,821 122,987 -1,834 -1.47%
ST Germain D J Co. Inc. 204,931 201,916 -3,015 -1.47%
IAG Wealth Partners LLC 1,030 1,015 -15 -1.46%
NorthCrest Asset Manangement LLC 228,669 225,359 -3,310 -1.45%
Regent Peak Wealth Advisors LLC 6,360 6,268 -92 -1.45%
Lutz Financial Services LLC 1,581 1,558 -23 -1.45%
Diligent Investors LLC 11,204 11,041 -163 -1.45%
O Dell Group LLC 19,908 19,621 -287 -1.44%
Forza Wealth Management LLC 17,454 17,204 -250 -1.43%
High Net Worth Advisory Group LLC 12,774 12,591 -183 -1.43%
Miller Howard Investments Inc. NY 309,754 305,332 -4,422 -1.43%
Chapin Davis Inc. 32,298 31,835 -463 -1.43%
Sterling Investment Advisors Ltd. 24,588 24,239 -349 -1.42%
Arlington Trust Co LLC 13,876 13,680 -196 -1.41%
Congress Asset Management Co. MA 107,103 105,593 -1,510 -1.41%
Romano Brothers AND Company 29,815 29,396 -419 -1.41%
F M Investments LLC 5,701 5,621 -80 -1.40%
Charles Schwab Trust Co 23,433 23,104 -329 -1.40%
Mcrae Capital Management Inc. 45,402 44,767 -635 -1.40%
Central Valley Advisors LLC 23,011 22,691 -320 -1.39%
GSB Wealth Management LLC 16,293 16,067 -226 -1.39%
Walter & Keenan Financial Consulting Co. MI ADV 46,633 45,984 -649 -1.39%
Compton Financial Group LLC 2,195 2,165 -30 -1.37%
Regions Financial Corp 1,181,662 1,165,494 -16,168 -1.37%
Pinnacle Associates Ltd. 478,369 471,798 -6,571 -1.37%
Nelson Roberts Investment Advisors LLC 45,252 44,638 -614 -1.36%
BSW Wealth Partners 11,185 11,033 -152 -1.36%
US Bancorp DE 4,018,295 3,963,777 -54,518 -1.36%
Cahaba Wealth Management Inc. 3,281 3,237 -44 -1.34%
Donald L. Hagan LLC 12,617 12,448 -169 -1.34%
Bridgewater Advisors Inc. 37,625 37,120 -505 -1.34%
Dynamic Advisor Solutions LLC 95,291 94,023 -1,268 -1.33%
Crescent Grove Advisors LLC 10,004 9,872 -132 -1.32%
Great Valley Advisor Group Inc. 131,867 130,142 -1,725 -1.31%
Smithbridge Asset Management Inc. DE 50,901 50,236 -665 -1.31%
Twelve Points Wealth Management LLC 16,247 16,035 -212 -1.30%
Moser Wealth Advisors LLC 17,359 17,134 -225 -1.30%
Telos Capital Management Inc. 75,986 75,006 -980 -1.29%
Villere ST Denis J & Co. LLC 233,892 230,892 -3,000 -1.28%
Osborne Partners Capital Management LLC 134,633 132,903 -1,730 -1.28%
Asset Planning Services Inc. LA ADV 44,142 43,577 -565 -1.28%
Peoples Bank KS 12,843 12,681 -162 -1.26%
Redwood Wealth Management Group LLC 1,910 1,886 -24 -1.26%
Alexander Randolph Advisory Inc. 18,929 18,690 -239 -1.26%
CKW Financial Group 11,126 10,987 -139 -1.25%
Exchange Capital Management Inc. 36,963 36,504 -459 -1.24%
Essex LLC 38,456 37,988 -468 -1.22%
Live Oak Private Wealth LLC 64,231 63,445 -786 -1.22%
Adirondack Trust Co. 23,048 22,770 -278 -1.21%
Williams Jones Wealth Management LLC. 585,096 578,093 -7,003 -1.20%
Abbrea Capital LLC 45,648 45,098 -550 -1.20%
Wealth Enhancement Advisory Services LLC 1,549,539 1,530,987 -18,552 -1.20%
Windsor Capital Management LLC 11,544 11,405 -139 -1.20%
Bridges Investment Management Inc. 243,728 240,837 -2,891 -1.19%
Winthrop Advisory Group LLC 14,569 14,397 -172 -1.18%
Achmea Investment Management B.V. 242,540 239,673 -2,867 -1.18%
Hengehold Capital Management LLC 30,638 30,276 -362 -1.18%
Pinnacle Wealth Management Group Inc. 11,276 11,144 -132 -1.17%
Intact Investment Management Inc. 51,900 51,300 -600 -1.16%
Intergy Private Wealth LLC 2,779 2,747 -32 -1.15%
Keudell Morrison Wealth Management 11,199 11,070 -129 -1.15%
Bridge Creek Capital Management LLC 51,120 50,534 -586 -1.15%
Roanoke Asset Management Corp NY 24,624 24,340 -284 -1.15%
McBroom & Associates LLC 34,998 34,600 -398 -1.14%
Great Diamond Partners LLC 5,444 5,382 -62 -1.14%
Acropolis Investment Management LLC 19,659 19,434 -225 -1.14%
Fifth Third Bancorp 2,282,565 2,256,431 -26,134 -1.14%
Mayflower Financial Advisors LLC 20,332 20,102 -230 -1.13%
Carlton Hofferkamp & Jenks Wealth Management LLC 13,148 12,999 -149 -1.13%
River & Mercantile Asset Management LLP 20,356 20,126 -230 -1.13%
Garland Capital Management Inc. 46,020 45,500 -520 -1.13%
Stephens Consulting LLC 7,969 7,880 -89 -1.12%
Anderson Hoagland & Co. 101,622 100,480 -1,142 -1.12%
Paces Ferry Wealth Advisors LLC 11,668 11,539 -129 -1.11%
Allen Investment Management LLC 171,963 170,058 -1,905 -1.11%
Commerce Bank 1,231,959 1,218,296 -13,663 -1.11%
Eagle Wealth Strategies LLC 8,422 8,329 -93 -1.10%
SOA Wealth Advisors LLC. 21,415 21,180 -235 -1.10%
Chevy Chase Trust Holdings Inc. 2,368,636 2,342,481 -26,155 -1.10%
Affinity Investment Advisors LLC 27,678 27,376 -302 -1.09%
Brookmont Capital Management 29,058 28,742 -316 -1.09%
Means Investment CO. Inc. 83,247 82,346 -901 -1.08%
Strategic Investment Advisors MI 14,301 14,148 -153 -1.07%
One Capital Management LLC 67,529 66,804 -725 -1.07%
Buttonwood Financial Advisors Inc. 5,896 5,834 -62 -1.05%
Yousif Capital Management LLC 435,106 430,551 -4,555 -1.05%
Bellevue Asset Management LLC 5,448 5,391 -57 -1.05%
Capital Insight Partners LLC 36,368 35,985 -383 -1.05%
Argent Capital Management LLC 253,524 250,853 -2,671 -1.05%
Cypress Capital Group 71,619 70,872 -747 -1.04%
Armbruster Capital Management Inc. 7,255 7,180 -75 -1.03%
Clarity Capital Partners LLC 2,846 2,817 -29 -1.02%
GLOBALT Investments LLC GA 77,997 77,198 -799 -1.02%
Visionary Horizons LLC 3,139 3,107 -32 -1.02%
Lockerman Financial Group Inc. 3,327 3,293 -34 -1.02%
Cigna Investments Inc. New 30,861 30,546 -315 -1.02%
Financial Perspectives Inc 9,214 9,121 -93 -1.01%
Pacifica Partners Inc. 23,392 23,156 -236 -1.01%
AMI Investment Management Inc. 37,915 37,536 -379 -1.00%
WP Advisors LLC 18,480 18,297 -183 -0.99%
Lmcg Investments LLC 192,998 191,095 -1,903 -0.99%
WBH Advisory Inc. 13,096 12,966 -130 -0.99%
Moody National Bank Trust Division 33,211 32,881 -330 -0.99%
Allen Mooney & Barnes Investment Advisors LLC 85,331 84,516 -815 -0.96%
Corbyn Investment Management Inc. MD 1,349 1,336 -13 -0.96%
Citizens National Bank Trust Department 40,016 39,636 -380 -0.95%
Candriam Luxembourg S.C.A. 490,863 486,210 -4,653 -0.95%
Calamos Advisors LLC 775,446 768,064 -7,382 -0.95%
Carret Asset Management LLC 153,552 152,097 -1,455 -0.95%
Alhambra Investment Partners LLC 7,688 7,616 -72 -0.94%
Hi Line Capital Management LLC 108,176 107,162 -1,014 -0.94%
Paulson Wealth Management Inc. 10,095 10,000 -95 -0.94%
Hills Bank & Trust Co 62,944 62,355 -589 -0.94%
Van Strum & Towne Inc. 39,399 39,029 -370 -0.94%
Hibernia Wealth Partners LLC 3,654 3,620 -34 -0.93%
Ruffer LLP 15,681 15,536 -145 -0.92%
KG&L Capital Management LLC 53,003 52,523 -480 -0.91%
Sigma Investment Counselors Inc. 56,835 56,315 -520 -0.91%
Forbes J M & Co. LLP 113,607 112,572 -1,035 -0.91%
Fishman Jay A Ltd. MI 173,846 172,261 -1,585 -0.91%
Cyndeo Wealth Partners LLC 66,940 66,338 -602 -0.90%
Oakworth Capital Inc. 202,194 200,373 -1,821 -0.90%
Horan Capital Advisors LLC. 35,484 35,166 -318 -0.90%
Palisade Asset Management LLC 84,044 83,287 -757 -0.90%
Monarch Capital Management Inc. 28,998 28,736 -262 -0.90%
Horizon Investment Services LLC 1,271 1,260 -11 -0.87%
Birinyi Associates Inc. 11,255 11,157 -98 -0.87%
Chilton Capital Management LLC 193,055 191,394 -1,661 -0.86%
Schnieders Capital Management LLC 77,208 76,550 -658 -0.85%
Wallington Asset Management LLC 3,534 3,504 -30 -0.85%
Weatherly Asset Management L. P. 11,718 11,618 -100 -0.85%
Montag A & Associates Inc. 86,933 86,191 -742 -0.85%
TrinityPoint Wealth LLC 26,088 25,869 -219 -0.84%
Greylin Investment Mangement Inc. 5,975 5,925 -50 -0.84%
Cora Capital Advisors LLC 8,098 8,031 -67 -0.83%
Stokes Capital Advisors LLC 45,597 45,219 -378 -0.83%
Greenfield Savings Bank 25,008 24,803 -205 -0.82%
Acas LLC 1,475 1,463 -12 -0.81%
Flagship Harbor Advisors LLC 44,558 44,199 -359 -0.81%
First Personal Financial Services 37,256 36,954 -302 -0.81%
Indiana Trust & Investment Management CO 26,761 26,544 -217 -0.81%
SilverOak Wealth Management LLC 2,386 2,367 -19 -0.80%
Palumbo Wealth Management LLC 10,243 10,162 -81 -0.79%
SFE Investment Counsel 71,317 70,761 -556 -0.78%
Baldwin Brothers Inc. MA 94,366 93,634 -732 -0.78%
State of Alaska Department of Revenue 328,147 325,612 -2,535 -0.77%
Bristlecone Advisors LLC 40,543 40,234 -309 -0.76%
Malaga Cove Capital LLC 25,963 25,765 -198 -0.76%
Bouchey Financial Group Ltd 8,428 8,364 -64 -0.76%
Bailard Inc. 136,977 135,939 -1,038 -0.76%
Prairie Sky Financial Group LLC 6,826 6,775 -51 -0.75%
FinTrust Capital Advisors LLC 12,479 12,386 -93 -0.75%
Oak Family Advisors LLC 18,473 18,337 -136 -0.74%
Altus Wealth Group LLC 7,525 7,469 -56 -0.74%
Aries Wealth Management 18,197 18,062 -135 -0.74%
IFM Investors Pty Ltd 589,990 585,642 -4,348 -0.74%
Welch & Forbes LLC 722,717 717,425 -5,292 -0.73%
MBA Advisors LLC 11,827 11,742 -85 -0.72%
Hubbell Strickland Wealth Management LLC 1,246 1,237 -9 -0.72%
FirstPurpose Wealth LLC 5,895 5,854 -41 -0.70%
Bay Harbor Wealth Management LLC 430 427 -3 -0.70%
Union Savings Bank 13,429 13,336 -93 -0.69%
New World Advisors LLC 2,191 2,176 -15 -0.68%
Farmers & Merchants Investments Inc. 165,804 164,683 -1,121 -0.68%
Lincoln Capital LLC 31,688 31,475 -213 -0.67%
Tufton Capital Management 83,981 83,421 -560 -0.67%
Amarillo National Bank 29,786 29,586 -200 -0.67%
Parsons Capital Management Inc. RI 145,543 144,565 -978 -0.67%
Wulff Hansen & CO. 14,088 13,993 -95 -0.67%
Park Edge Advisors LLC 11,149 11,075 -74 -0.66%
Beacon Financial Advisory LLC 7,999 7,946 -53 -0.66%
Legacy Private Trust Co. 70,903 70,434 -469 -0.66%
Franklin Street Advisors Inc. NC 157,567 156,527 -1,040 -0.66%
Stokes Family Office LLC 48,189 47,874 -315 -0.65%
Iowa State Bank 76,581 76,082 -499 -0.65%
Winslow Asset Management Inc. 77,787 77,278 -509 -0.65%
LSV Asset Management 861,500 855,900 -5,600 -0.65%
Exchange Bank 12,616 12,535 -81 -0.64%
Walker Asset Management LLC 2,490 2,474 -16 -0.64%
Savant Capital LLC 122,977 122,197 -780 -0.63%
Adell Harriman & Carpenter Inc. 112,984 112,267 -717 -0.63%
New Hampshire Trust 36,490 36,264 -226 -0.62%
Cravens & Co Advisors LLC 6,049 6,012 -37 -0.61%
Madison Wealth Partners Inc 7,702 7,655 -47 -0.61%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 49,012 48,712 -300 -0.61%
Augustine Asset Management Inc. 35,144 34,928 -216 -0.61%
Acorn Creek Capital LLC 3,177 3,158 -19 -0.60%
Houlihan Financial Resource Group Ltd. 1,668 1,658 -10 -0.60%
Cottage Street Advisors LLC 35,111 34,901 -210 -0.60%
BayBridge Capital Group LLC 6,486 6,448 -38 -0.59%
Arden Trust Co 32,033 31,848 -185 -0.58%
Bray Capital Advisors 52,114 51,812 -302 -0.58%
Somerset Trust Co 37,688 37,468 -220 -0.58%
Pinnacle West Asset Management Inc. 15,860 15,770 -90 -0.57%
Cascade Investment Advisors Inc. 3,513 3,493 -20 -0.57%
Northeast Investment Management 206,105 204,926 -1,179 -0.57%
VeraBank N.A. 21,613 21,491 -122 -0.56%
Atlas Brown Inc. 26,572 26,423 -149 -0.56%
Ables Iannone Moore & Associates Inc. 26,189 26,044 -145 -0.55%
Uncommon Cents Investing LLC 26,940 26,793 -147 -0.55%
Pathway Financial Advisors LLC 6,667 6,631 -36 -0.54%
Pictet & Cie Europe SA 191,944 190,911 -1,033 -0.54%
Harbor Advisory Corp MA 37,242 37,042 -200 -0.54%
Spectrum Wealth Counsel LLC 60,847 60,526 -321 -0.53%
Hartford Financial Management Inc. 55,473 55,179 -294 -0.53%
Town & Country Bank & Trust CO dba First Bankers Trust CO 17,051 16,960 -91 -0.53%
ZWJ Investment Counsel Inc. 252,466 251,138 -1,328 -0.53%
Huntington National Bank 1,865,446 1,855,613 -9,833 -0.53%
ZRC Wealth Management LLC 3,295 3,278 -17 -0.52%
Sapient Capital LLC 375,062 373,132 -1,930 -0.51%
Capital Asset Advisory Services LLC 39,818 39,616 -202 -0.51%
Westside Investment Management Inc. 5,846 5,816 -30 -0.51%
Westbourne Investment Advisors Inc. 8,595 8,553 -42 -0.49%
Archford Capital Strategies LLC 20,892 20,789 -103 -0.49%
Raymond James Financial Services Advisors Inc. 4,294,121 4,273,175 -20,946 -0.49%
Mezzasalma Advisors LLC 2,088 2,078 -10 -0.48%
New England Professional Planning Group Inc. 1,452 1,445 -7 -0.48%
DHJJ Financial Advisors Ltd. 1,926 1,917 -9 -0.47%
Trilogy Capital Inc. 2,787 2,774 -13 -0.47%
Benedict Financial Advisors Inc. 14,532 14,463 -69 -0.47%
Albion Financial Group UT 131,491 130,881 -610 -0.46%
FCG Investment Co 16,507 16,432 -75 -0.45%
Aspen Investment Management Inc 18,516 18,433 -83 -0.45%
First PREMIER Bank 26,785 26,666 -119 -0.44%
Patriot Investment Management Inc. 5,601 5,577 -24 -0.43%
Matisse Capital 4,601 4,581 -20 -0.43%
W.G. Shaheen & Associates DBA Whitney & Co 106,581 106,138 -443 -0.42%
Baxter Bros Inc. 93,825 93,432 -393 -0.42%
Abundance Wealth Counselors 15,922 15,857 -65 -0.41%
Roberts Wealth Advisors LLC 37,067 36,920 -147 -0.40%
Pointe Capital Management LLC 12,633 12,583 -50 -0.40%
Stillwater Capital Advisors LLC 115,623 115,161 -462 -0.40%
Geneos Wealth Management Inc. 47,405 47,220 -185 -0.39%
Crumly & Associates Inc. 5,954 5,931 -23 -0.39%
Gradient Capital Advisors LLC 25,262 25,167 -95 -0.38%
Cookson Peirce & Co. Inc. 6,498 6,474 -24 -0.37%
Shoker Investment Counsel Inc. 25,814 25,721 -93 -0.36%
Norris Perne & French LLP MI 11,019 10,979 -40 -0.36%
Ameliora Wealth Management Ltd. 23,020 22,939 -81 -0.35%
Long Run Wealth Advisors LLC 27,985 27,888 -97 -0.35%
Chronos Wealth Management LLC 40,839 40,695 -144 -0.35%
IFG Advisors LLC 7,656 7,629 -27 -0.35%
Nexus Investment Management ULC 261,797 260,887 -910 -0.35%
Schulhoff & Co. Inc. 47,470 47,303 -167 -0.35%
Fort Pitt Capital Group LLC 206,882 206,183 -699 -0.34%
Commonwealth Equity Services LLC 1,806,540 1,800,333 -6,207 -0.34%
Woodstock Corp 71,472 71,237 -235 -0.33%
Pavion Blue Capital LLC 23,329 23,255 -74 -0.32%
Oak Asset Management LLC 19,009 18,949 -60 -0.32%
Lantz Financial LLC 6,511 6,491 -20 -0.31%
Kinneret Advisory LLC 45,776 45,634 -142 -0.31%
Fulton Breakefield Broenniman LLC 6,840 6,819 -21 -0.31%
Peoples Bank OH 11,540 11,504 -36 -0.31%
Herbst Group LLC 8,285 8,260 -25 -0.30%
Hosking Partners LLP 244,537 243,802 -735 -0.30%
Pinnacle Financial Partners Inc. 637,423 635,493 -1,930 -0.30%
DLK Investment Management LLC 38,227 38,118 -109 -0.29%
Prossimo Advisors LLC 8,673 8,648 -25 -0.29%
Tradewinds Capital Management LLC 1,072 1,069 -3 -0.28%
Raymond James Trust N.A. 362,384 361,363 -1,021 -0.28%
Oak Harbor Wealth Partners LLC 17,992 17,943 -49 -0.27%
Naples Global Advisors LLC 67,771 67,587 -184 -0.27%
Navis Wealth Advisors LLC 2,349 2,343 -6 -0.26%
Duncker Streett & Co. Inc. 44,818 44,703 -115 -0.26%
Harbor Group Inc. 3,998 3,988 -10 -0.25%
Private Wealth Advisors LLC 5,546 5,532 -14 -0.25%
RBA Wealth Management LLC 3,670 3,661 -9 -0.25%
Horan Securities Inc. 5,238 5,225 -13 -0.25%
Affinity Wealth Management LLC 17,705 17,660 -45 -0.25%
Gold Investment Management Ltd. 19,343 19,297 -46 -0.24%
Zevenbergen Capital Investments LLC 30,388 30,318 -70 -0.23%
Pittenger & Anderson Inc. 53,652 53,531 -121 -0.23%
AJ Advisors LLC 9,901 9,879 -22 -0.22%
James Hambro & Partners 762,102 760,422 -1,680 -0.22%
Actiam N.V. 622,006 620,616 -1,390 -0.22%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 18,265 18,225 -40 -0.22%
Constitution Capital LLC 58,273 58,148 -125 -0.21%
Diamant Asset Management Inc. 4,871 4,861 -10 -0.21%
Legacy Bridge LLC 8,549 8,531 -18 -0.21%
RKL Wealth Management LLC 19,812 19,770 -42 -0.21%
Graybill Bartz & Assoc Ltd. 18,886 18,849 -37 -0.20%
Independent Investors Inc. 57,049 56,934 -115 -0.20%
Folger Nolan Fleming Douglas Capital Management Inc. 94,017 93,831 -186 -0.20%
Roman Butler Fullerton & Co. 11,653 11,630 -23 -0.20%
Accel Wealth Management 7,999 7,984 -15 -0.19%
Selway Asset Management 41,117 41,037 -80 -0.19%
Braun Stacey Associates Inc. 197,020 196,643 -377 -0.19%
IVC Wealth Advisors LLC 3,957 3,950 -7 -0.18%
Bennett Selby Investments LP 8,922 8,906 -16 -0.18%
Procyon Private Wealth Partners LLC 92,671 92,501 -170 -0.18%
Hyman Charles D 186,501 186,171 -330 -0.18%
W Advisors LLC 8,374 8,360 -14 -0.17%
Cary Street Partners Investment Advisory LLC 102,238 102,070 -168 -0.16%
Intellectus Partners LLC 21,545 21,510 -35 -0.16%
Metis Global Partners LLC 157,012 156,765 -247 -0.16%
Field & Main Bank 32,211 32,159 -52 -0.16%
Mathes Company Inc. 25,083 25,043 -40 -0.16%
Mount Vernon Associates Inc. MD 25,362 25,322 -40 -0.16%
AHL Investment Management Inc. 32,850 32,800 -50 -0.15%
Cordatus Wealth Management LLC 35,610 35,555 -55 -0.15%
Randolph Co Inc 170,785 170,528 -257 -0.15%
Chesley Taft & Associates LLC 204,220 203,917 -303 -0.15%
Schechter Investment Advisors LLC 45,537 45,475 -62 -0.14%
Lodestone Wealth Management LLC 21,998 21,968 -30 -0.14%
Insight Inv LLC 14,046 14,026 -20 -0.14%
Stolper Co 60,241 60,157 -84 -0.14%
Granite Harbor Advisors Inc. 4,744 4,738 -6 -0.13%
Birchcreek Wealth Management LLC 7,085 7,076 -9 -0.13%
Whitener Capital Management Inc. 77,608 77,504 -104 -0.13%
Lyell Wealth Management LP 86,483 86,381 -102 -0.12%
First National Bank Sioux Falls 8,609 8,599 -10 -0.12%
Eagle Rock Investment Company LLC 77,019 76,931 -88 -0.11%
Rempart Asset Management Inc. 130,612 130,473 -139 -0.11%
Sentry LLC 6,142 6,136 -6 -0.10%
Bull Street Advisors LLC 17,585 17,568 -17 -0.10%
Mutual Advisors LLC 103,527 103,422 -105 -0.10%
RPG Investment Advisory LLC 44,299 44,255 -44 -0.10%
TriaGen Wealth Management LLC 16,021 16,006 -15 -0.09%
Shulman DeMeo Asset Management LLC 4,473 4,469 -4 -0.09%
Probity Advisors Inc. 5,654 5,649 -5 -0.09%
Novare Capital Management LLC 88,871 88,793 -78 -0.09%
CHURCHILL MANAGEMENT Corp 31,015 30,987 -28 -0.09%
Burkett Financial Services LLC 3,634 3,631 -3 -0.08%
Wedge Capital Management L L P NC 4,729 4,725 -4 -0.08%
Keystone Financial Planning Inc. 1,366 1,365 -1 -0.07%
Wellington Shields & Co. LLC 48,364 48,332 -32 -0.07%
Ballast Advisors LLC 51,455 51,425 -30 -0.06%
Meridian Financial Partners LLC 9,782 9,776 -6 -0.06%
Wittenberg Investment Management Inc. 46,440 46,412 -28 -0.06%
Sawyer & Company Inc 18,600 18,590 -10 -0.05%
Mitchell Mcleod Pugh & Williams Inc. 33,362 33,344 -18 -0.05%
Summit Asset Management LLC 6,011 6,008 -3 -0.05%
Hardy Reed LLC 382,718 382,549 -169 -0.04%
Sara Bay Financial 62,224 62,211 -13 -0.02%
J.P. Marvel Investment Advisors LLC 110,766 110,749 -17 -0.02%
Foster & Motley Inc. 63,432 63,420 -12 -0.02%
North Star Asset Management Inc. 76,356 76,341 -15 -0.02%
Bank of New Hampshire 31,592 31,588 -4 -0.01%
Skopos Labs Inc. 17,123 17,121 -2 -0.01%
Dumont & Blake Investment Advisors LLC 17,881 17,879 -2 -0.01%
13F Filers Exiting JPM
Cooksen Wealth LLC 643 0 -643 -100.00%
True Vision MN LLC 3,337 0 -3,337 -100.00%
Sollinda Capital Management LLC 2,004 0 -2,004 -100.00%
Lecap Asset Management Ltd. 1,697 0 -1,697 -100.00%
Midwest Financial Group LLC 1,570 0 -1,570 -100.00%
Oak Hill Wealth Advisors LLC 11,628 0 -11,628 -100.00%
XY Capital Ltd 1,628 0 -1,628 -100.00%
Spartan Fund Management Inc. 4,312 0 -4,312 -100.00%
Independent Wealth Network Inc. 1,417 0 -1,417 -100.00%
Revisor Wealth Management LLC 1,348 0 -1,348 -100.00%
Koss Olinger Consulting LLC 3,685 0 -3,685 -100.00%
Sterling Group Wealth Management LLC 4,187 0 -4,187 -100.00%
Cordant Inc. 449 0 -449 -100.00%
Petix & Botte Co 1,616 0 -1,616 -100.00%
HighMark Wealth Management LLC 61 0 -61 -100.00%
Curated Wealth Partners LLC 4,475 0 -4,475 -100.00%
Ocean Capital Management LLC 2,700 0 -2,700 -100.00%
BlueSky Wealth Advisors LLC 3,756 0 -3,756 -100.00%
Meridian Wealth Management LLC 178,990 0 -178,990 -100.00%
McMahon Financial Advisors LLC 2,767 0 -2,767 -100.00%
Ibex Wealth Advisors 3 0 -3 -100.00%
Peak Financial Management Inc. 1,340 0 -1,340 -100.00%
Sciencast Management LP 2,782 0 -2,782 -100.00%
Genesee Capital Advisors LLC 1,241 0 -1,241 -100.00%
Glassman Wealth Services 7,083 0 -7,083 -100.00%
Jacobson & Schmitt Advisors LLC 1,624 0 -1,624 -100.00%
D. Scott Neal Inc. 1,360 0 -1,360 -100.00%
Carlson Capital Management 7,982 0 -7,982 -100.00%
Verity & Verity LLC 143,953 0 -143,953 -100.00%
Cutler Group LP 40,158 0 -40,158 -100.00%
Mizuho Securities Co. Ltd. 110 0 -110 -100.00%
Halbert Hargrove Global Advisors LLC 1,341 0 -1,341 -100.00%
Arlington Partners LLC 1,781 0 -1,781 -100.00%
Bernzott Capital Advisors 34,623 0 -34,623 -100.00%
Riverbridge Partners LLC 6,457 0 -6,457 -100.00%
John G Ullman & Associates Inc. 42,018 0 -42,018 -100.00%
Van ECK Associates Corp 24,168 0 -24,168 -100.00%
Planning Alternatives Ltd. ADV 1,276 0 -1,276 -100.00%

See Summary: Institutional Holders of JPM
See Details: Top 10 Hedge Funds Holding JPM
Also See: JPM Insider Buying

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