Arthur J Gallagher &AJG
13F holders, Q4 2024 (December 31)1,325holders +123
142new positions
77sold out
10famous investors
$283.76avg. 13F price*
At the end of Q4 2024, 1,325 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, up 123 from Q3 2024. 142 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($8.4B), BlackRock, Inc. ($5.5B) and JPMorgan Chase & Co. ($3.6B). 10 famous investors held it, including George Soros (2.2% of Soros Fund Management's portfolio), Ken Griffin (0.6% of Citadel Advisors's portfolio) and David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio).
- Company
- Arthur J Gallagher & Co.
- Filed as
- GALLAGHER ARTHUR J & CO (Q4 2024)
- Sector
- Finance
- CUSIP
- 363576109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $2.7B |
| Exits | 77 | $125.5M |
All 13F filers, Q3 2024 → Q4 2024: 49,988,130 shares bought and 6,373,134 shares sold, net +43,614,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,325 holders
| Vanguard Group Inc. | 0.15% | Add +14.9% | 29,672,134 | $8.4B |
| BlackRock, Inc. | 0.11% | Add +11.3% | 19,509,682 | $5.5B |
| JPMorgan Chase & Co. | 0.28% | Add +159.2% | 12,557,538 | $3.6B |
| FMR LLC | 0.20% | Reduce -2.8% | 11,959,180 | $3.4B |
| State Street Corp. | 0.12% | Add +15.1% | 10,282,064 | $2.9B |
| Capital International Investors | 0.54% | Add +3.1% | 10,067,647 | $2.9B |
| Capital World Investors | 0.35% | Add +30.4% | 8,199,413 | $2.3B |
| Morgan Stanley | 0.13% | Reduce -6.6% | 6,482,851 | $1.8B |
| Geode Capital Management, LLC | 0.14% | Add +14.3% | 6,277,993 | $1.8B |
| Norges Bank | 0.19% | Reduce -3.3% | 5,008,248 | $1.4B |
| Brown Advisory Inc. | 1.06% | Add +9.7% | 2,957,633 | $839.5M |
| Massachusetts Financial Services Co. | 0.26% | Reduce -8.2% | 2,933,988 | $832.8M |
| Wellington Management Group LLP | 0.15% | Add +162.1% | 2,822,319 | $801.1M |
| Winslow Capital Management, LLC | 2.56% | New | 2,534,749 | $719.5M |
| Citadel Advisors | 0.64% | Add +7975.3% | 2,405,296 | $682.7M |
| Northern Trust Corp. | 0.09% | Add +25.6% | 2,355,301 | $668.6M |
| WCM Investment Management, LLC | 1.56% | Reduce -0.6% | 2,328,997 | $662.5M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +10.0% | 2,029,256 | $576.0M |
| Principal Financial Group Inc. | 0.31% | Add +126.2% | 2,003,237 | $568.6M |
| Invesco Ltd. | 0.10% | Reduce -1.8% | 1,897,042 | $538.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.52% | Reduce -8.5% | 1,913,076 | $536.4M |
| Jane Street Group, LLC | 0.85% | Add +5771.7% | 1,857,335 | $527.2M |
| D. E. Shaw & Co. | 0.59% | Add +1511.2% | 1,758,166 | $499.1M |
| Baillie Gifford & Co. | 0.36% | Reduce -31.6% | 1,628,965 | $462.4M |
| Janus Henderson Group PLC | 0.22% | Add +12.7% | 1,499,875 | $425.7M |
| Envestnet Asset Management Inc. | 0.13% | Add +4.0% | 1,478,054 | $419.5M |
| Bank of New York Mellon Corp | 0.08% | Add +3.4% | 1,455,254 | $413.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +27.4% | 1,438,960 | $408.4M |
| Brown Brothers Harriman & Co. | 2.83% | Reduce -2.6% | 1,420,137 | $403.1M |
| Balyasny Asset Management L.P. | 0.89% | Add +53148.8% | 1,319,505 | $374.5M |
| Bank of America Corp. | 0.03% | Add +16.4% | 1,293,829 | $367.3M |
| Legal & General Group Plc | 0.10% | Add +6.6% | 1,287,386 | $365.4M |
| Findlay Park Partners LLP | 3.26% | Add +34.3% | 1,156,601 | $328.3M |
| UBS Group AG | 0.07% | Add +109.0% | 1,148,148 | $325.9M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -20.2% | 1,135,252 | $322.2M |
| California Public Employees Retirement System | 0.19% | Add +1.6% | 1,011,224 | $287.0M |
| Ghisallo Capital Management LLC | 16.27% | New | 950,000 | $269.7M |
| Manufacturers Life Insurance Company, The | 0.24% | Add +7.4% | 944,484 | $268.1M |
| Alliancebernstein L.P. | 0.09% | Add +282.4% | 938,410 | $266.4M |
| TD Asset Management Inc | 0.22% | Add +11.6% | 892,709 | $253.4M |
| FIL Ltd | 0.23% | Add +0.7% | 858,487 | $243.7M |
| Guinness Asset Management LTD | 4.49% | Add +5.2% | 841,026 | $238.7M |
| Millennium Management | 0.20% | Add +1762.0% | 793,643 | $225.3M |
| Beck Mack & Oliver LLC | 4.05% | Add +0.5% | 771,326 | $218.9M |
| Mawer Investment Management Ltd. | 0.98% | Reduce -4.8% | 761,948 | $216.3M |
| Zimmer Partners, LP | 3.69% | New | 750,000 | $212.9M |
| Sei Investments Co. | 0.27% | Add +307.2% | 742,746 | $210.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +7.1% | 728,910 | $206.9M |
| Amundi | 0.07% | Add +61.6% | 723,447 | $206.5M |
| Voya Investment Management LLC | 0.24% | Reduce -7.7% | 710,227 | $201.5M |
| Swiss National Bank | 0.13% | Add +8.7% | 705,100 | $200.1M |
| Nuveen Asset Management, LLC | 0.05% | Add +3.5% | 683,206 | $193.9M |
| Boston Partners | 0.23% | Reduce -23.6% | 677,113 | $192.5M |
| Royal Bank of Canada | 0.04% | Reduce -0.8% | 649,251 | $184.3M |
| Chilton Investment Co. Inc. | 4.64% | Add +9.9% | 636,499 | $180.7M |
| Bessemer Group Inc. | 0.29% | Reduce -26.4% | 626,401 | $177.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.19% | Reduce -32.9% | 622,916 | $176.8M |
| Burgundy Asset Management Ltd. | 1.73% | Add +3.9% | 601,954 | $170.9M |
| Bain Capital Public Equity Management II, LLC | 7.73% | New | 592,420 | $168.2M |
| Axiom Investors LLC | 1.21% | Add +78.1% | 579,327 | $164.4M |
| Raymond James Financial Inc. | 0.06% | — | 574,552 | $163.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.50% | Add +9.5% | 533,761 | $162.9M |
| Lord, Abbett & Co. LLC | 0.54% | Add +30.7% | 571,019 | $162.1M |
| Woodline Partners LP | 1.08% | Add +430.3% | 563,770 | $160.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Add +14.6% | 561,330 | $159.3M |
| Allianz Asset Management GmbH | 0.23% | Reduce -5.9% | 560,267 | $159.0M |
| Burkehill Global Management, LP | 14.85% | — | 550,000 | $156.1M |
| Barclays PLC | 0.07% | Reduce -10.8% | 531,044 | $150.7M |
| Unisphere Establishment | 1.31% | Add +2486.8% | 530,300 | $150.5M |
| Franklin Resources Inc. | 0.04% | Add +0.7% | 526,861 | $149.5M |
| BNP Paribas Financial Markets | 0.12% | Add +126.2% | 521,614 | $148.1M |
| HSBC Holdings PLC | 0.09% | Reduce -19.3% | 519,437 | $147.5M |
| Global Retirement Partners, LLC | 4.14% | Reduce -0.0% | 509,481 | $144.6M |
| NorthCoast Asset Management LLC | 0.69% | Add +4180.5% | 497,477 | $141.2M |
| Deutsche Bank AG | 0.05% | Add +26.2% | 490,751 | $139.3M |
| Zacks Investment Management | 1.28% | Reduce -9.9% | 488,589 | $138.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 3.67% | Reduce -27.5% | 462,397 | $131.3M |
| Congress Asset Management Co. | 0.88% | Add +1.2% | 456,502 | $129.6M |
| National Pension Service | 0.12% | Reduce -0.9% | 445,721 | $126.5M |
| Assenagon Asset Management S.A. | 0.22% | Add +6581.9% | 437,464 | $124.2M |
| Alyeska Investment Group, L.P. | 0.45% | Add +356.9% | 422,472 | $119.9M |
| Rhumbline Advisers | 0.11% | Add +5.0% | 421,095 | $119.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +8.5% | 412,304 | $117.0M |
| Adage Capital Partners Gp, L.L.C. | 0.20% | Add +323.2% | 408,403 | $115.9M |
| Fenimore Asset Management Inc | 2.41% | Reduce -0.8% | 404,002 | $114.7M |
| Samlyn Capital, LLC | 1.81% | New | 399,477 | $113.4M |
| Regions Financial Corp. | 0.83% | Reduce -1.1% | 398,359 | $113.1M |
| Wells Fargo & Company | 0.03% | Add +8.2% | 395,137 | $112.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | Add +712.2% | 394,595 | $112.0M |
| TrinityBridge Ltd | 3.14% | No change | 392,644 | $111.5M |
| Aviva PLC | 0.29% | Add +10.5% | 391,216 | $111.0M |
| CCLA Investment Management | 1.74% | New | 385,937 | $109.5M |
| Natixis Advisors, LLC | 0.19% | Add +3.5% | 364,457 | $103.5M |
| Artisan Partners Limited Partnership | 0.16% | Reduce -35.4% | 361,276 | $102.5M |
| California State Teachers Retirement System | 0.12% | Add +9.8% | 351,594 | $99.8M |
| Westfield Capital Management Co. LP | 0.43% | Add +51.0% | 346,232 | $98.3M |
| Junto Capital Management LP | 1.95% | New | 345,300 | $98.0M |
| Champlain Investment Partners, LLC | 0.62% | Reduce -3.4% | 343,280 | $97.4M |
| APG Asset Management N.V. | 0.27% | Add +223.5% | 348,034 | $95.4M |
| Holocene Advisors, LP | 0.31% | New | 333,626 | $94.7M |
| Nomura Asset Management Co. Ltd. | 0.28% | Add +0.1% | 324,359 | $92.1M |
| Verition Fund Management LLC | 0.46% | New | 314,380 | $89.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.18% | — | 312,758 | $88.8M |
| CI Investments Inc. | 0.33% | Reduce -8.8% | 306,592 | $87.0M |
| Marshall Wace, LLP | 0.11% | Add +1833.5% | 305,920 | $86.8M |
| Welch & Forbes LLC | 1.10% | Reduce -0.9% | 300,141 | $85.2M |
| Soros Fund Management | 2.15% | New | 300,000 | $85.2M |
| Westwood Holdings Group Inc. | 0.63% | Reduce -2.4% | 282,683 | $80.2M |
| Kornitzer Capital Management Inc. | 1.57% | Reduce -2.7% | 282,118 | $80.1M |
| Bank of Montreal | 0.04% | Add +11.2% | 280,901 | $79.7M |
| Oribel Capital Management, LP | 5.33% | New | 276,800 | $78.6M |
| Woodley Farra Manion Portfolio Management Inc. | 3.88% | Reduce -0.0% | 274,619 | $78.0M |
| Capital Research Global Investors | 0.02% | Add +1.9% | 267,036 | $75.8M |
| Gillson Capital LP | 6.50% | New | 254,280 | $72.2M |
| Comerica Bank | 0.29% | Add +4.6% | 253,307 | $71.9M |
| Jain Global LLC | 2.15% | — | 253,209 | $71.9M |
| King Luther Capital Management Corp. | 0.30% | Reduce -0.4% | 244,954 | $69.5M |
| Nissay Asset Management Corp. /Japan | 0.42% | Reduce -12.5% | 240,984 | $69.1M |
| Welch Group, LLC | 3.00% | Reduce -0.4% | 234,210 | $66.6M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +0.7% | 230,506 | $65.4M |
| Employees Retirement System of Texas | 0.63% | No change | 223,000 | $63.3M |
| Freestone Grove Partners LP | 0.76% | — | 219,395 | $62.3M |
| Moore Capital Management, LP | 1.23% | New | 214,144 | $60.8M |
| State Board of Administration of Florida Retirement System | 0.12% | Add +8.1% | 213,084 | $60.5M |
| Walleye Capital LLC | 0.64% | Add +2320.8% | 212,889 | $60.4M |
| Capital Group Private Client Services, Inc. | 0.55% | Reduce -2.0% | 209,101 | $59.4M |
| Ameriprise Financial Inc. | 0.01% | Add +114.7% | 204,024 | $57.9M |
| Premier Fund Managers Ltd | 2.03% | No change | 200,000 | $56.9M |
| Eventide Asset Management, LLC | 1.02% | Add +3.0% | 197,950 | $56.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.13% | Reduce -34.7% | 196,627 | $55.8M |
| Old Republic International Corp. | 2.13% | No change | 190,800 | $54.2M |
| Mountain Pacific Investment Advisers LLC | 3.80% | Reduce -1.2% | 190,173 | $54.0M |
| Stifel Financial Corp. | 0.06% | Add +11.7% | 189,201 | $53.7M |
| NewEdge Advisors, LLC | 0.32% | Add +2.0% | 188,469 | $53.5M |
| MML Investors Services, LLC | 0.18% | Add +1.9% | 187,298 | $53.2M |
| Gateway Investment Advisers LLC | 0.59% | Reduce -0.0% | 186,997 | $53.1M |
| Lighthouse Investment Partners, LLC | 2.04% | Add +1032.3% | 185,305 | $52.6M |
| LPL Financial LLC | 0.02% | Add +41.7% | 182,470 | $51.8M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2.01% | Add +24.6% | 181,540 | $51.5M |
| Retirement Systems of Alabama | 0.19% | Add +4.0% | 181,269 | $51.5M |
| Russell Investments Group, Ltd. | 0.07% | Add +87.0% | 179,676 | $51.0M |
| New York State Teachers Retirement System | 0.11% | Add +0.3% | 176,376 | $50.1M |
| Danske Bank A/S | 0.15% | Add +13.1% | 174,106 | $49.4M |
| Renaissance Technologies | 0.07% | Add +91.0% | 173,200 | $49.2M |
| New York State Common Retirement Fund | 0.07% | Reduce -9.5% | 172,477 | $49.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.29% | Add +48.8% | 169,568 | $48.1M |
| Shellback Capital, LP | 3.26% | New | 166,634 | $47.3M |
| Schroder Investment Management Group | 0.04% | Add +48.0% | 160,500 | $45.7M |
| KBC Group NV | 0.12% | Reduce -19.7% | 159,378 | $45.2M |
| Clark Capital Management Group, Inc. | 0.31% | Add +0.1% | 155,337 | $44.1M |
| Storebrand Asset Management As | 0.13% | Add +4.1% | 154,951 | $44.0M |
| Susquehanna International Group, LLP | 0.06% | Add +396.5% | 152,099 | $43.2M |
| Blackstone Inc. | 0.20% | New | 150,000 | $42.6M |
| Citigroup Inc. | 0.04% | Reduce -51.9% | 146,589 | $41.6M |
| Dearborn Partners LLC | 1.71% | Reduce -1.5% | 143,366 | $40.7M |
| Campbell Newman Asset Management Inc. | 3.23% | Add +13.9% | 141,163 | $40.1M |
| Beacon Pointe Advisors, LLC | 0.44% | Add +6415.3% | 140,274 | $39.8M |
| Royal London Asset Management Ltd. | 0.10% | Add +11.1% | 139,641 | $39.6M |
| State of Wisconsin Investment Board | 0.10% | Add +11.6% | 139,544 | $39.6M |
| Tudor Investment Corporation | 0.42% | New | 138,626 | $39.3M |
| Truist Financial Corp. | 0.06% | Reduce -9.7% | 135,546 | $38.5M |
| Prudential Financial Inc. | 0.05% | Reduce -15.2% | 133,375 | $37.9M |
| Anchor Capital Advisors LLC | 1.07% | Reduce -5.1% | 132,525 | $37.6M |
| Chevy Chase Trust Holdings, LLC | 0.11% | Add +11.6% | 131,129 | $37.2M |
| Korea Investment CORP | 0.09% | Reduce -33.3% | 127,050 | $36.1M |
| Mackenzie Financial Corp. | 0.05% | Add +19.4% | 125,588 | $35.6M |
| AQR Capital Management | 0.05% | Add +6.3% | 125,377 | $35.6M |
| National Bank of Canada | 0.05% | Add +4.7% | 125,304 | $35.6M |
| Macquarie Group Ltd. | 0.04% | Add +3.1% | 134,528 | $35.4M |
| Fort Washington Investment Advisors Inc. | 0.21% | Reduce -25.6% | 124,510 | $35.3M |
| Schonfeld Strategic Advisors LLC | 0.22% | Add +890.8% | 122,404 | $34.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -29.6% | 121,682 | $34.5M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -2.0% | 118,991 | $34.0M |
| Thomasville National Bank | 2.43% | Reduce -0.0% | 119,040 | $33.8M |
| Cullen/Frost Bankers, Inc. | 0.46% | Add +27.3% | 118,288 | $33.6M |
| Jia Investment Alliance Pte. LTD. | 3.38% | No change | 115,400 | $32.8M |
| Cornerstone Capital, Inc. | 3.43% | Reduce -9.2% | 114,894 | $32.6M |
| M&G PLC | 0.21% | Add +7.7% | 113,925 | $32.4M |
| STRS Ohio | 0.13% | Reduce -5.8% | 113,000 | $32.1M |
| Ferguson Wellman Capital Management, Inc. | 0.60% | Reduce -2.2% | 110,539 | $31.4M |
| Capital International, Inc. | 0.37% | Add +26.4% | 110,263 | $31.3M |
| DekaBank Deutsche Girozentrale | 0.06% | No change | 109,639 | $31.1M |
| Treasurer of the State of North Carolina | 0.12% | Add +15.3% | 108,720 | $30.9M |
| Pictet Asset Management Holding SA | 0.03% | Add +2.5% | 108,589 | $30.8M |
| Victory Capital Management Inc. | 0.03% | Add +6.2% | 106,991 | $30.4M |
| Central Securities Corp | 2.85% | No change | 105,000 | $29.8M |
| Benjamin Edwards Inc. | 0.42% | Add +1.1% | 102,303 | $29.0M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -11.4% | 101,013 | $28.7M |
| Sonora Investment Management Group, LLC | 2.22% | Add +9.7% | 100,925 | $28.6M |
| Capital International Sarl | 0.66% | Add +9.7% | 100,731 | $28.6M |
| RDST Capital LLC | 4.02% | Add +16.8% | 99,885 | $28.4M |
| Asset Management One Co., Ltd. | 0.10% | Add +15.6% | 97,918 | $28.1M |
| Boston Financial Mangement LLC | 0.84% | Add +0.9% | 98,118 | $27.9M |
| Van Hulzen Asset Management, LLC | 2.04% | Add +2.0% | 98,039 | $27.8M |
| PhiloSmith Capital Corp | 7.86% | Reduce -8.4% | 97,725 | $27.7M |
| Philadelphia Financial Management of San Francisco, LLC | 5.49% | New | 96,216 | $27.3M |
| Resona Asset Management Co.,Ltd. | 0.16% | Add +3.9% | 95,646 | $27.2M |
| Cumberland Partners Ltd | 1.84% | Reduce -0.4% | 92,977 | $26.4M |
| Blair William & Co. | 0.08% | Add +3.9% | 92,499 | $26.3M |
| Dakota Wealth Management | 0.59% | Add +4.6% | 90,613 | $25.7M |
| US Bancorp \de | 0.03% | Reduce -1.2% | 90,515 | $25.7M |
| Toronto Dominion Bank | 0.05% | Add +13.4% | 89,808 | $25.5M |
| Ceredex Value Advisors LLC | 0.51% | New | 88,800 | $25.2M |
| Rafferty Asset Management, LLC | 0.09% | Add +18.5% | 88,037 | $25.0M |
| Calamos Advisors LLC | 0.17% | No change | 87,649 | $24.9M |
| Fisher Funds Management LTD | 0.59% | — | 86,988 | $24.7M |
| Cinctive Capital Management LP | 1.33% | New | 86,731 | $24.6M |
| Mn Services Vermogensbeheer B.V. | 0.16% | Add +2.0% | 84,910 | $24.1M |
| Public Employees Retirement System of Ohio | 0.08% | New | 84,473 | $24.0M |
| ARS Investment Partners, LLC | 2.15% | Add +1.2% | 84,182 | $23.9M |
| Tredje AP-fonden | 0.21% | No change | 84,059 | $23.9M |
| Corient Private Wealth LP | 0.04% | Add +13.8% | 83,938 | $23.8M |
| KLP Kapitalforvaltning As | 0.11% | — | 82,810 | $23.5M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -1.7% | 81,711 | $23.2M |
| Prospector Partners LLC | 2.64% | Add +0.2% | 81,139 | $23.0M |
| State of New Jersey Common Pension Fund D | 0.09% | No change | 81,027 | $23.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.09% | — | 80,934 | $23.0M |
| Sequoia Financial Advisors, LLC | 0.22% | Add +23.5% | 80,678 | $22.9M |
| Pamalican Asset Management Ltd | 10.03% | — | 80,000 | $22.7M |
| BNP Paribas | 0.31% | Add +4.2% | 79,529 | $22.6M |
| Baldwin Wealth Partners LLC | 1.56% | Add +2.4% | 79,669 | $22.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.19% | Add +64.7% | 76,100 | $21.6M |
| Exencial Wealth Advisors, LLC | 0.78% | Reduce -1.7% | 74,978 | $21.3M |
| 11 Capital Partners LP | 8.71% | Add +27.6% | 74,752 | $21.2M |
| Professional Advisory Services Inc. | 2.66% | Reduce -2.3% | 74,125 | $21.0M |
| Distillate Capital Partners LLC | 1.02% | New | 72,990 | $20.7M |
| Arizona State Retirement System | 0.13% | Add +15.9% | 72,641 | $20.6M |
| Lawson Kroeker Investment Management Inc. | 3.80% | Reduce -2.8% | 71,015 | $20.2M |
| Boothbay Fund Management, LLC | 0.63% | Add +3553.9% | 70,556 | $20.0M |
| Monashee Investment Management LLC | 2.76% | New | 70,000 | $19.9M |
| Corebridge Financial, Inc. | 0.11% | Add +9.3% | 69,567 | $19.7M |
| CW Advisors, LLC | 0.27% | Add +2.8% | 69,268 | $19.7M |
| Bristlecone Advisors, LLC | 1.53% | Reduce -0.6% | 68,794 | $19.5M |
| North Point Portfolio Managers Corp. | 3.39% | Reduce -2.0% | 68,656 | $19.5M |
| GW&K Investment Management, LLC | 0.16% | Add +0.3% | 68,290 | $19.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +23.0% | 68,124 | $19.3M |
| State of Michigan Retirement System | 0.10% | Add +13.6% | 67,787 | $19.2M |
| Handelsbanken Fonder AB | 0.07% | Add +7.9% | 67,062 | $19.0M |
| MetLife Investment Management, LLC | 0.10% | Add +16.0% | 66,796 | $19.0M |
| AMF Tjanstepension AB | 0.13% | New | 66,384 | $18.8M |
| Cetera Investment Advisers | 0.04% | Add +5.7% | 66,111 | $18.8M |
| Interval Partners, LP | 0.48% | New | 65,623 | $18.6M |
| First Trust Advisors LP | 0.02% | Reduce -22.0% | 64,995 | $18.4M |
| Public Sector Pension Investment Board | 0.08% | Add +69.7% | 64,816 | $18.4M |
| Creative Planning | 0.02% | Add +8.0% | 64,417 | $18.3M |
| Payden & Rygel | 1.57% | Reduce -24.0% | 64,300 | $18.3M |
| Nisa Investment Advisors, LLC | 0.07% | Add +0.5% | 63,760 | $18.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.6% | 63,319 | $18.0M |
| Capital International Ltd. | 0.73% | Add +5.3% | 62,895 | $17.9M |
| Aberdeen Group plc | 0.03% | Reduce -14.0% | 61,781 | $17.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.18% | Add +19.6% | 61,694 | $17.5M |
| Mariner, LLC | 0.03% | Add +6.4% | 60,407 | $17.1M |
| Alley Investment Management Company, LLC | 2.15% | Add +2.0% | 59,980 | $17.0M |
| D. Scott Neal, Inc. | 9.31% | Reduce -0.5% | 59,815 | $17.0M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -25.2% | 58,109 | $16.5M |
| Newport Capital Group, LLC | 12.01% | No change | 57,447 | $16.3M |
| Sanctuary Advisors, LLC | 0.10% | Add +2.6% | 54,485 | $16.3M |
| HighTower Advisors, LLC | 0.02% | Add +0.3% | 56,852 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -15.1% | 55,646 | $15.9M |
| State of Tennessee, Department of Treasury | 0.06% | Reduce -22.3% | 55,707 | $15.8M |
| Teacher Retirement System of Texas | 0.06% | Add +546.9% | 54,389 | $15.4M |
| Czech National Bank | 0.14% | Add +21.4% | 54,162 | $15.4M |
| Cooper Investors PTY Ltd. | 2.41% | Reduce -19.2% | 53,840 | $15.3M |
| ProShare Advisors LLC | 0.03% | Add +26.9% | 53,459 | $15.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Add +11.4% | 53,116 | $15.1M |
| Annex Advisory Services, LLC | 0.45% | Add +29.0% | 53,021 | $15.1M |
| William Blair Investment Management, LLC | 0.04% | New | 52,624 | $14.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.76% | Add +13.7% | 51,745 | $14.7M |
| Tompkins Financial Corp. | 1.35% | Reduce -0.3% | 51,109 | $14.5M |
| Hantz Financial Services, Inc. | 0.25% | Reduce -3.0% | 50,418 | $14.3M |
| State of Alaska, Department of Revenue | 0.16% | Add +5.2% | 49,797 | $14.1M |
| Oppenheimer Asset Management Inc. | 0.17% | Add +6.1% | 48,996 | $13.9M |
| Running Oak Capital LLC | 1.81% | Add +8.9% | 48,722 | $13.8M |
| Rench Wealth Management, Inc. | 4.71% | Add +2.4% | 48,701 | $13.8M |
| Amalgamated Bank | 0.11% | Add +12.2% | 48,372 | $13.7M |
| Appleton Partners Inc. | 1.01% | Reduce -0.4% | 48,344 | $13.7M |
| CIBC Asset Management Inc | 0.04% | Add +12.1% | 48,314 | $13.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +9.3% | 47,236 | $13.4M |
| FineMark National Bank & Trust | 0.46% | Add +1.7% | 46,869 | $13.3M |
| Mediolanum International Funds Ltd | 0.17% | Reduce -2.4% | 46,594 | $13.2M |
| Daiwa Securities Group Inc. | 0.06% | Reduce -2.9% | 46,510 | $13.2M |
| Crestline Management, L.P. | 0.46% | New | 46,379 | $13.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +268.3% | 46,052 | $13.1M |
| DNB Asset Management AS | 0.06% | Add +23.8% | 45,399 | $12.9M |
| Busey Bank | 0.42% | Add +2.3% | 45,262 | $12.8M |
| Alaska Permanent Fund Corp | 0.19% | No change | 45,026 | $12.8M |
| Hudson Bay Capital Management LP | 0.09% | New | 45,012 | $12.8M |
| South Street Advisors LLC | 1.94% | Add +0.6% | 44,536 | $12.6M |
| Forsta Ap-Fonden | 0.09% | Add +0.5% | 44,300 | $12.6M |
| Segment Wealth Management, LLC | 0.84% | Add +1.5% | 43,623 | $12.4M |
| Polar Capital Holdings Plc | 0.07% | New | 41,881 | $11.9M |
| Verity & Verity, LLC | 1.08% | Add +3.9% | 41,759 | $11.9M |
| Varma Mutual Pension Insurance Co | 0.09% | Reduce -24.2% | 41,650 | $11.8M |
| IFM Investors Pty Ltd | 0.12% | Reduce -7.4% | 41,591 | $11.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +35.4% | 41,214 | $11.7M |
| Rit Capital Partners PLC | 2.86% | No change | 41,200 | $11.7M |
| Picton Mahoney Asset Management | 0.44% | New | 40,525 | $11.5M |
| Catalyst Funds Management Pty Ltd | 2.81% | Add +13233.3% | 40,000 | $11.4M |
| Brant Point Investment Management LLC | 2.70% | No change | 40,000 | $11.4M |
| Ensign Peak Advisors, Inc | 0.02% | Add +28.9% | 39,963 | $11.3M |
| Cibc World Markets Corp. | 0.07% | Reduce -7.0% | 39,409 | $11.2M |
| Kodai Capital Management LP | 0.46% | New | 39,301 | $11.2M |
| Nicola Wealth Management LTD. | 1.01% | No change | 37,600 | $10.7M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +5.3% | 37,208 | $10.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -92.8% | 37,176 | $10.6M |
| Credit Agricole S A | 0.04% | Add +6.2% | 36,733 | $10.4M |
| New York Life Investment Management LLC | 0.10% | Add +13.0% | 36,562 | $10.4M |
| Focus Partners Wealth | 0.03% | Add +1033.0% | 36,539 | $10.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +47.6% | 35,947 | $10.3M |
| Police & Firemen's Retirement System of New Jersey | 0.10% | — | 35,749 | $10.1M |
| Utah Retirement Systems | 0.11% | No change | 35,730 | $10.1M |
| Xponance LLC | 0.09% | Add +13.1% | 35,644 | $10.1M |
| USS Investment Management Ltd | 0.07% | Reduce -5.3% | 34,945 | $9.9M |
| Renaissance Investment Group LLC | 2.09% | Add +4.5% | 34,864 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Add +5.4% | 34,813 | $9.9M |
| Park Avenue Securities LLC | 0.10% | Add +26.0% | 34,738 | $9.9M |
| Intech Investment Management LLC | 0.09% | Reduce -42.6% | 34,352 | $9.8M |
| Talbot Financial, LLC | 1.14% | Reduce -0.6% | 33,712 | $9.6M |
| Man Group plc | 0.03% | Reduce -34.9% | 33,482 | $9.5M |
| Bank of Nova Scotia | 0.02% | Reduce -18.7% | 33,328 | $9.5M |
| Caprock Group, LLC | 0.31% | New | 33,208 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 33,043 | $9.4M |
| Yousif Capital Management, LLC | 0.10% | Add +6.5% | 32,996 | $9.4M |
| Sterling Capital Management LLC | 0.13% | Add +88.4% | 32,893 | $9.3M |
| Sigma Investment Counselors Inc. | 0.54% | Add +0.5% | 32,624 | $9.3M |
| North Star Investment Management Corp. | 0.64% | No change | 32,479 | $9.2M |
| Erste Asset Management GmbH | 0.11% | Add +11.5% | 32,000 | $9.2M |
| Bain Capital Public Equity, LP | 6.03% | New | 31,836 | $9.0M |
| First Manhattan Co. Llc. | 0.03% | Add +2.0% | 31,746 | $9.0M |
| McKinley Carter Wealth Services, Inc. | 0.54% | Add +1.5% | 31,241 | $8.9M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +2.9% | 31,203 | $8.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.9% | 31,144 | $8.8M |
| Rathbones Group PLC | 0.04% | Add +2.1% | 30,962 | $8.8M |
| Cerity Partners LLC | 0.02% | Add +44.6% | 30,928 | $8.8M |
| Bahl & Gaynor LLC | 0.05% | Reduce -5.7% | 30,775 | $8.7M |
| Atria Investments, Inc | 0.11% | Add +1.3% | 30,593 | $8.7M |
| Brookstone Capital Management | 0.13% | Add +47.2% | 30,499 | $8.7M |
| Gotham Asset Management | 0.08% | Reduce -13.8% | 30,373 | $8.6M |
| Strategy Asset Managers LLC | 1.67% | Reduce -1.2% | 30,302 | $8.6M |
| Marks Group Wealth Management, Inc | 0.84% | Reduce -1.6% | 30,074 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.0% | 30,045 | $8.5M |
| Kingdon Capital Management, L.L.C. | 1.46% | New | 30,000 | $8.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.8% | 29,968 | $8.5M |
| M&T Bank Corp | 0.03% | Add +6.7% | 29,959 | $8.5M |
| Mutual of America Capital Management LLC | 0.09% | Add +10.9% | 29,926 | $8.5M |
| Wealthfront Advisers LLC | 0.02% | Add +1.6% | 29,866 | $8.5M |
| Ayrshire Capital Management LLC | 4.07% | Add +1.6% | 29,416 | $8.3M |
| Douglass Winthrop Advisors, LLC | 0.16% | Reduce -2.8% | 29,393 | $8.3M |
| Segall Bryant & Hamill, LLC | 0.11% | No change | 29,210 | $8.3M |
| Ethic Inc. | 0.16% | Add +2.9% | 28,590 | $8.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | Add +23.5% | 28,055 | $8.0M |
| First Citizens Bank & Trust Co. | 0.15% | Reduce -2.1% | 27,920 | $7.9M |
| Fourpath Capital Management, LLC | 1.46% | Reduce -2.6% | 27,745 | $7.9M |
| Fifth Third Bancorp | 0.03% | Add +1.5% | 27,094 | $7.7M |
| James Investment Research, Inc. | 0.91% | Reduce -0.7% | 26,889 | $7.6M |
| Jackson Wealth Management, LLC | 0.86% | Add +0.1% | 26,853 | $7.6M |
| Sculptor Capital LP | 0.18% | New | 26,300 | $7.5M |
| Aquatic Capital Management LLC | 0.20% | New | 26,163 | $7.4M |
| Flputnam Investment Management Co. | 0.13% | Add +19.6% | 25,930 | $7.4M |
| Twinbeech Capital LP | 0.12% | Reduce -25.1% | 25,592 | $7.3M |
| Vontobel Holding Ltd. | 0.02% | Add +2.6% | 25,501 | $7.2M |
| Sit Investment Associates Inc. | 0.16% | Reduce -2.4% | 25,025 | $7.1M |
| Seven Grand Managers, LLC | 3.25% | New | 25,000 | $7.1M |
| Discovery Capital Management, LLC / CT | 0.49% | New | 25,000 | $7.1M |
| Silvant Capital Management LLC | 0.29% | No change | 24,752 | $7.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Add +139.5% | 24,490 | $7.0M |
| KG Capital Management | 2.25% | No change | 24,669 | $7.0M |
| Ascent Wealth Partners, LLC | 0.94% | Reduce -0.6% | 24,663 | $7.0M |
| Commerce Bank | 0.04% | Add +3.4% | 24,006 | $6.8M |
| Mizuho Securities USA LLC | 0.12% | Add +66.6% | 23,672 | $6.7M |
| Cwm, LLC | 0.03% | Reduce -0.7% | 23,510 | $6.7M |
| Pacer Advisors, Inc. | 0.01% | Reduce -21.6% | 23,315 | $6.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -39.4% | 23,125 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +9.5% | 22,833 | $6.5M |
| Ieq Capital, LLC | 0.06% | Reduce -26.5% | 22,826 | $6.5M |
| Family Legacy, Inc. | 2.19% | Reduce -0.1% | 22,645 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +67.9% | 37,594 | $6.4M |
| Nordea Investment Management AB | 0.01% | Add +16.7% | 22,436 | $6.4M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +4.8% | 22,162 | $6.3M |
| Colonial Trust Co / SC | 0.93% | Reduce -0.4% | 21,991 | $6.2M |
| Swiss Life Asset Management Ltd | 0.05% | Add +12.6% | 22,003 | $6.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 21,746 | $6.2M |
| Prospera Financial Services Inc | 0.14% | Add +42.4% | 21,623 | $6.1M |
| Candriam S.C.A. | 0.04% | Add +34.0% | 21,564 | $6.1M |
| Oregon Public Employees Retirement Fund | 0.11% | Add +14.5% | 21,405 | $6.1M |
| CENTRAL TRUST Co | 0.15% | Add +1.0% | 21,281 | $6.0M |
| Torray Investment Partners LLC | 0.86% | Add +1.1% | 21,071 | $6.0M |
| Ballew Advisors, Inc | 3.79% | Add +4.3% | 20,782 | $5.9M |
| Bath Savings Trust Co | 0.60% | Add +70.0% | 20,916 | $5.9M |
| Duncker Streett & Co. Inc. | 1.08% | Add +2.6% | 20,563 | $5.8M |
| Atlantic Union Bankshares Corp | 0.34% | Reduce -2.5% | 20,446 | $5.8M |
| Point72 Europe (London) LLP | 0.33% | New | 20,200 | $5.7M |
| Bradley Foster & Sargent Inc. | 0.10% | Reduce -18.9% | 20,152 | $5.7M |
| First Hawaiian Bank | 0.19% | Reduce -1.5% | 20,120 | $5.7M |
| Avanza Fonder AB | 0.17% | — | 20,003 | $5.7M |
| Weiss Asset Management LP | 0.18% | New | 20,000 | $5.7M |
| Elo Mutual Pension Insurance Co | 0.12% | Reduce -3.7% | 19,995 | $5.7M |
| 1832 Asset Management L.P. | 0.01% | New | 19,768 | $5.6M |
| TD Private Client Wealth LLC | 0.16% | Add +3.1% | 19,736 | $5.6M |
| AIA Group Ltd | 0.14% | No change | 19,719 | $5.6M |
| Transamerica Financial Advisors, LLC | 0.54% | Reduce -2.6% | 19,189 | $5.4M |
| Keebeck Wealth Management | 0.78% | Add +21.1% | 19,089 | $5.4M |
| First American Bank | 0.38% | Add +0.3% | 19,068 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -84.2% | 19,055 | $5.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -67.8% | 19,032 | $5.4M |
| PFG Advisors | 0.33% | Add +2.8% | 18,801 | $5.3M |
| Silvercrest Asset Management Group LLC | 0.04% | Add +7.9% | 18,777 | $5.3M |
| Pittenger & Anderson Inc. | 0.19% | Add +2.6% | 18,702 | $5.3M |
| Gulf International Bank (UK) Ltd | 0.13% | Add +10.0% | 18,662 | $5.3M |
| Otter Creek Advisors, LLC | 3.65% | Add +8.5% | 18,658 | $5.3M |
| Cibc World Market Inc. | 0.01% | Add +8.0% | 18,602 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.9% | 18,293 | $5.2M |
| Brookmont Capital Management | 2.77% | Reduce -12.5% | 18,232 | $5.2M |
| Geneos Wealth Management Inc. | 0.18% | Add +1.5% | 18,232 | $5.2M |
| ExodusPoint Capital Management, LP | 0.05% | New | 17,968 | $5.1M |
| Dorsey Wright & Associates | 1.21% | Add +3.8% | 17,928 | $5.1M |
| Choreo, LLC | 0.07% | Add +40.1% | 17,813 | $5.1M |
| Mission Creek Capital Partners, Inc. | 1.10% | Add +384.8% | 17,835 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 17,799 | $5.0M |
| Gabelli Funds LLC | 0.04% | New | 17,594 | $5.0M |
| Sitrin Capital Management LLC | 2.46% | Reduce -2.0% | 17,202 | $4.9M |
| Journey Advisory Group, LLC | 0.58% | No change | 18,660 | $4.8M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Reduce -0.7% | 16,993 | $4.8M |
| UniSuper Management Pty Ltd | 0.03% | Add +35.3% | 16,898 | $4.8M |
| Oddo BHF Asset Management Sas | 0.24% | Add +25.6% | 16,804 | $4.8M |
| Wexford Capital LP | 1.21% | New | 16,693 | $4.7M |
| Barbara Oil Co. | 1.94% | No change | 16,500 | $4.7M |
| EULAV Asset Management | 0.11% | Add +32.3% | 16,400 | $4.7M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -31.3% | 16,393 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +10.8% | 16,347 | $4.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 16,214 | $4.6M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -1.8% | 16,186 | $4.6M |
| DAVENPORT & Co LLC | 0.03% | Add +142.3% | 16,150 | $4.6M |
| Bfsg, LLC | 0.53% | Reduce -0.1% | 16,064 | $4.6M |
| Donor Advised Charitable Giving, Inc. | 0.10% | Reduce -17.7% | 16,030 | $4.6M |
| Spirepoint Private Client, LLC | 0.57% | Add +10.1% | 15,973 | $4.5M |
| Triasima Portfolio Management inc. | 0.87% | Reduce -7.7% | 15,842 | $4.5M |
| Romano Brothers and Company | 0.56% | Reduce -1.6% | 15,765 | $4.5M |
| WINTON GROUP Ltd | 0.29% | Add +28.6% | 15,629 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +18.3% | 15,486 | $4.4M |
| Hartford Investment Management Co. | 0.14% | Add +11.1% | 15,434 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +4.7% | 15,414 | $4.4M |
| Maven Securities LTD | 0.70% | New | 15,391 | $4.4M |
| Freedom Day Solutions, LLC | 1.29% | Reduce -0.1% | 15,146 | $4.3M |
| Kentucky Retirement Systems | 0.13% | Reduce -1.4% | 15,056 | $4.3M |
| Sheaff Brock Investment Advisors, LLC | 0.37% | Add +0.3% | 15,001 | $4.3M |
| Fortress Investment Group LLC | 0.68% | New | 15,000 | $4.3M |
| Tidal Investments LLC | 0.03% | Add +52.3% | 14,965 | $4.2M |
| Andra AP-fonden | 0.07% | Add +20.2% | 14,900 | $4.2M |
| Callan Family Office, LLC | 0.27% | Add +97.7% | 14,855 | $4.2M |
| Crossmark Global Holdings, Inc. | 0.08% | Reduce -15.4% | 14,632 | $4.2M |
| Bokf, NA | 0.07% | Reduce -19.6% | 14,412 | $4.1M |
| Legacy Wealth Management, LLC / MS | 1.64% | Reduce -5.0% | 14,541 | $4.1M |
| Oxbow Advisors, LLC | 0.49% | No change | 14,424 | $4.1M |
| Harvest Investment Services, LLC | 0.97% | Add +37.2% | 13,949 | $4.0M |
| Coldstream Capital Management Inc. | 0.08% | Add +2.2% | 13,853 | $3.9M |
| Robbins Farley | 1.91% | Add +14.5% | 13,821 | $3.9M |
| Swedbank AB | 0.00% | Add +9.3% | 13,790 | $3.9M |
| Nelson Capital Management, LLC | 0.64% | Reduce -1.5% | 13,585 | $3.9M |
| Trust Co. of Toledo NA | 0.51% | Reduce -1.1% | 13,584 | $3.9M |
| Capital Group Investment Management Pte. LTD. | 0.73% | Add +2.5% | 13,564 | $3.9M |
| NewEdge Wealth, LLC | 0.07% | Add +3.2% | 13,462 | $3.8M |
| Securian Asset Management, Inc. | 0.11% | Add +11.6% | 13,454 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Add +8.9% | 13,400 | $3.8M |
| Quantinno Capital Management LP | 0.04% | Add +33.0% | 13,282 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.5% | 13,238 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.6% | 13,236 | $3.8M |
| Maryland State Retirement & Pension System | 0.08% | Add +7.1% | 13,228 | $3.8M |
| DRW Securities, LLC | 0.25% | Add +27.9% | 13,228 | $3.8M |
| Gunderson Capital Management LLC | 1.84% | Reduce -64.3% | 13,179 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +6.4% | 13,072 | $3.7M |
| Prosperity Consulting Group, LLC | 0.28% | Add +8.5% | 13,053 | $3.7M |
| Illinois Municipal Retirement Fund | 0.05% | No change | 12,907 | $3.7M |
| Prescott Group Capital Management, L.L.C. | 0.49% | No change | 12,847 | $3.6M |
| GAMCO Investors | 0.04% | Add +1002.9% | 12,827 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +12.1% | 12,594 | $3.6M |
| PDT Partners, LLC | 0.32% | No change | 12,550 | $3.6M |
| Synovus Financial Corp. | 0.05% | Reduce -48.7% | 12,527 | $3.6M |
| Vaughan Nelson Investment Management, L.P. | 0.03% | No change | 12,395 | $3.5M |
| Brasada Capital Management, LP | 0.62% | Add +3.5% | 12,282 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.8% | 12,344 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.8% | 12,344 | $3.5M |
| Clearstead Advisors, LLC | 0.05% | Add +4.7% | 12,230 | $3.5M |
| Arthur M. Cohen & Associates, LLC | 0.61% | Add +4.1% | 12,193 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Add +4.2% | 12,096 | $3.4M |
| GAM Holding AG | 0.25% | Reduce -9.3% | 11,993 | $3.4M |
| Wendell David Associates Inc. | 0.33% | Add +75.9% | 11,667 | $3.3M |
| Whittier Trust Co. | 0.04% | Add +0.4% | 11,665 | $3.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.49% | Reduce -37.2% | 11,658 | $3.3M |
| E. Ohman J:or Asset Management AB | 0.08% | Add +33.5% | 11,610 | $3.3M |
| Stonebridge Capital Management Inc. | 1.34% | Reduce -2.1% | 11,562 | $3.3M |
| Bollard Group LLC | 0.09% | Reduce -55.1% | 11,533 | $3.3M |
| Principal Securities, Inc. | 0.07% | Add +29.5% | 11,317 | $3.2M |
| ING Groep NV | 0.02% | Add +2.2% | 11,290 | $3.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -70.0% | 11,241 | $3.2M |
| Daiichi Life Insurance Co., Ltd. | 0.09% | No change | 11,032 | $3.1M |
| Cornerstone Advisors, LLC | 0.12% | No change | 11,000 | $3.1M |
| NEOS Investment Management LLC | 0.07% | Add +29.2% | 10,988 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.6% | 10,899 | $3.1M |
| Sovereign's Capital Management, LLC | 1.98% | — | 10,936 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +9.6% | 11,198 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Add +0.6% | 10,674 | $3.0M |
| Telligent Fund, LP | 2.86% | — | 10,600 | $3.0M |
| Exchange Traded Concepts, LLC | 0.06% | Add +303.0% | 10,592 | $3.0M |
| Chicago Capital, LLC | 0.08% | Add +7.0% | 10,555 | $3.0M |
| Game Creek Capital, LP | 1.63% | No change | 10,500 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +4.0% | 10,500 | $3.0M |
| New Mexico Educational Retirement Board | 0.10% | Reduce -1.9% | 10,450 | $3.0M |
| Marsico Capital Management LLC | 0.08% | Reduce -45.9% | 10,246 | $2.9M |
| Terra Nova Asset Management LLC | 2.21% | Add +0.9% | 10,201 | $2.9M |
| Norinchukin Bank, The | 0.06% | Add +18.2% | 10,195 | $2.9M |
| Tilia Fiduciary Partners, Inc. | 1.97% | Add +3.8% | 10,169 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Reduce -1.6% | 10,077 | $2.9M |
| Ancora Advisors LLC | 0.06% | Reduce -1.1% | 10,027 | $2.8M |
| Anthracite Investment Company, Inc. | 1.42% | No change | 10,000 | $2.8M |
| Metis Global Partners, LLC | 0.09% | Add +6.2% | 9,968 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Add +25.6% | 9,845 | $2.8M |
| Old North State Trust, LLC | 1.73% | No change | 9,599 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -14.5% | 9,466 | $2.7M |
| Farther Finance Advisors, LLC | 0.10% | Add +7.5% | 9,404 | $2.7M |
| Savant Capital, LLC | 0.02% | Add +4.5% | 9,396 | $2.7M |
| Trueblood Wealth Management, LLC | 1.31% | Add +0.2% | 9,361 | $2.7M |
| Vinva Investment Management Ltd | 0.10% | Reduce -5.2% | 9,204 | $2.6M |
| Knollwood Investment Advisory, LLC | 0.27% | No change | 9,200 | $2.6M |
| Townsquare Capital LLC | 0.03% | Add +11.0% | 9,194 | $2.6M |
| Coppell Advisory Solutions LLC | 0.36% | Add +55.8% | 9,166 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -22.1% | 9,175 | $2.6M |
| UMB Bank, n.a. | 0.04% | Add +1.7% | 9,130 | $2.6M |
| Empowered Funds, LLC | 0.04% | Add +11.6% | 9,129 | $2.6M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +20.5% | 9,012 | $2.6M |
| Leavell Investment Management, Inc. | 0.12% | Add +0.3% | 8,892 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +29.0% | 8,820 | $2.5M |
| SVB Wealth LLC | 0.05% | New | 8,810 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Reduce -10.2% | 8,789 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -5.1% | 8,664 | $2.5M |
| Ritholtz Wealth Management | 0.07% | Reduce -2.4% | 8,574 | $2.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +32.3% | 8,514 | $2.4M |
| Harbor Advisors LLC | 0.37% | Add +28.9% | 8,375 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Add +1.8% | 8,353 | $2.4M |
| Leeward Financial Partners, LLC | 0.84% | Add +0.3% | 8,250 | $2.3M |
| Nomura Holdings Inc. | 0.01% | New | 8,227 | $2.3M |
| First Nebraska Trust Co | 0.22% | Add +2.5% | 8,124 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +4.7% | 7,979 | $2.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.34% | Reduce -5.5% | 7,968 | $2.3M |
| Iams Wealth Management, LLC | 1.04% | Add +65.0% | 7,962 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +3.1% | 7,960 | $2.3M |
| Merit Financial Group, LLC | 0.04% | Add +42.9% | 7,947 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +14.2% | 7,931 | $2.3M |
| Bellwether Advisors, LLC | 0.40% | New | 7,895 | $2.2M |
| Concourse Financial Group Securities, Inc. | 0.13% | Add +1.4% | 7,619 | $2.2M |
| Heritage Family Offices, LLP | 1.11% | Add +31.5% | 7,860 | $2.2M |
| VCI Wealth Management LLC | 0.94% | Add +18.1% | 7,810 | $2.2M |
| Praxis Investment Management Inc. | 0.14% | Add +69.0% | 7,640 | $2.2M |
| HighPoint Advisor Group LLC | 0.12% | Add +1.9% | 6,733 | $2.2M |
| Bright Rock Capital Management, LLC | 0.45% | No change | 7,500 | $2.1M |
| Moody National Bank Trust Division | 0.22% | Reduce -5.5% | 7,472 | $2.1M |
| Cox Capital Mgt LLC | 1.36% | Reduce -0.4% | 7,466 | $2.1M |
| BTG Pactual Asset Management US LLC | 0.27% | New | 7,435 | $2.1M |
| Fairfield Financial Advisors, LTD | 0.74% | Add +20.0% | 7,366 | $2.1M |
| Littlejohn Financial Services, Inc. | 1.87% | — | 7,346 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +1.1% | 7,255 | $2.1M |
| Brendel Financial Advisors LLC | 1.24% | Add +0.5% | 7,237 | $2.1M |
| Portfolio Design Labs, LLC | 0.42% | Reduce -4.8% | 7,187 | $2.0M |
| Geller Advisors LLC | 0.13% | Reduce -0.3% | 7,166 | $2.0M |
| RFG Advisory, LLC | 0.06% | Add +3.9% | 7,159 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -47.9% | 7,150 | $2.0M |
| Provident Wealth Management, LLC | 0.67% | No change | 7,088 | $2.0M |
| RFG - Bristol Wealth Advisors, LLC | 0.66% | — | 7,085 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.4% | 7,041 | $2.0M |
| Eagle Wealth Strategies LLC | 1.44% | No change | 7,020 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -1.2% | 6,988 | $2.0M |
| Allstate Corp. | 0.06% | New | 6,966 | $2.0M |
| Natixis | 0.01% | Add +39.1% | 6,823 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -8.9% | 6,817 | $1.9M |
| HB Wealth Management, LLC | 0.02% | Add +105.8% | 6,786 | $1.9M |
| Panagora Asset Management Inc. | 0.01% | Reduce -14.8% | 6,570 | $1.9M |
| C WorldWide Group Holding A/S | 0.02% | Add +14.2% | 6,549 | $1.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.07% | Reduce -3.0% | 6,510 | $1.8M |
| Cabot Wealth Management Inc. | 0.23% | No change | 6,508 | $1.8M |
| Troluce Capital Advisors LLC | 0.18% | New | 6,460 | $1.8M |
| Meiji Yasuda Life Insurance Co | 0.03% | Reduce -10.0% | 6,354 | $1.8M |
| Tokio Marine Asset Management Co. Ltd. | 0.06% | No change | 6,268 | $1.8M |
| Frank, Rimerman Advisors LLC | 0.13% | Add +3.2% | 6,252 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -3.1% | 6,128 | $1.7M |
| Ostrum Asset Management | 0.15% | Add +23.6% | 6,081 | $1.7M |
| Ossiam | 0.03% | Reduce -0.1% | 6,037 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -0.5% | 5,982 | $1.7M |
| Gilbert & Cook, Inc. | 0.24% | Add +11.5% | 5,970 | $1.7M |
| Alteri Wealth LLC | 0.47% | — | 5,958 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Reduce -82.3% | 5,895 | $1.7M |
| Ascent Group, LLC | 0.13% | Reduce -10.1% | 5,884 | $1.7M |
| Legato Capital Management LLC | 0.22% | Reduce -42.6% | 5,856 | $1.7M |
| Disciplined Investments, LLC | 0.82% | Add +0.1% | 5,852 | $1.7M |
| Inceptionr LLC | 0.37% | Reduce -6.1% | 5,802 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +4.4% | 5,773 | $1.6M |
| Contravisory Investment Management, Inc. | 0.35% | Reduce -0.4% | 5,772 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | Add +473.6% | 5,770 | $1.6M |
| South Dakota Investment Council | 0.03% | No change | 5,617 | $1.6M |
| Unigestion Holding SA | 0.09% | Add +58.3% | 5,601 | $1.6M |
| Builder Investment Group Inc. | 0.43% | No change | 5,596 | $1.6M |
| Mount Lucas Management LP | 0.55% | Reduce -4.8% | 5,584 | $1.6M |
| Bleakley Financial Group, LLC | 0.05% | Add +5.6% | 5,561 | $1.6M |
| Shell Asset Management Co. | 0.07% | Reduce -2.1% | 5,561 | $1.6M |
| Schear Investment Advisers, LLC | 0.83% | Add +4.7% | 5,487 | $1.6M |
| Seelaus Asset Management LLC | 1.44% | No change | 5,481 | $1.6M |
| Anfield Capital Management, LLC | 0.56% | No change | 5,466 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Reduce -24.6% | 5,398 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -34.1% | 5,384 | $1.5M |
| Dover Advisors, LLC | 0.87% | No change | 5,335 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -0.6% | 5,315 | $1.5M |
| LGT Fund Management Co Ltd. | 0.13% | Add +60.4% | 5,312 | $1.5M |
| BankPlus Trust Department | 0.49% | — | 5,292 | $1.5M |
| Covenant Partners, LLC | 0.46% | Reduce -0.7% | 5,288 | $1.5M |
| Composition Wealth, LLC | 0.03% | Add +13.0% | 5,180 | $1.5M |
| GAMMA Investing LLC | 0.12% | Add +51.2% | 5,151 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | Add +16.0% | 5,082 | $1.4M |
| Capstone Investment Advisors, LLC | 0.02% | Add +22.4% | 5,057 | $1.4M |
| Sandia Investment Management LP | 2.71% | New | 5,000 | $1.4M |
| Merrion Investment Management Co, LLC | 0.99% | No change | 5,000 | $1.4M |
| HBK Investments L P | 0.03% | New | 5,000 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 4,980 | $1.4M |
| K.J. Harrison & Partners Inc | 0.22% | No change | 5,100 | $1.4M |
| New Vernon Investment Management LLC | 1.86% | Add +204.3% | 73,891 | $1.4M |
| CenterBook Partners LP | 0.08% | Reduce -42.8% | 4,904 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Add +0.0% | 4,887 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -11.7% | 4,883 | $1.4M |
| Argent Trust Co | 0.06% | Add +14.3% | 4,843 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 4,764 | $1.4M |
| Potomac Fund Management Inc. | 0.08% | — | 4,720 | $1.3M |
| Oak Ridge Investments LLC | 0.10% | Reduce -0.5% | 4,688 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Add +6.4% | 4,677 | $1.3M |
| Farringdon Capital, Ltd. | 0.54% | — | 4,612 | $1.3M |
| VestGen Investment Management | 0.36% | Reduce -5.3% | 4,600 | $1.3M |
| HMS Capital Management, LLC | 0.63% | Add +0.7% | 4,571 | $1.3M |
| Ninety One North America, Inc. | 0.08% | Reduce -11.6% | 4,558 | $1.3M |
| Fiduciary Alliance LLC | 0.13% | New | 4,554 | $1.3M |
| Advisor OS, LLC | 0.15% | Reduce -11.9% | 4,473 | $1.3M |
| TrinityPoint Wealth, LLC | 0.18% | Add +2.5% | 4,470 | $1.3M |
| Guinness Atkinson Asset Management Inc | 0.64% | Add +23.4% | 4,453 | $1.3M |
| Prudential PLC | 0.01% | Reduce -47.2% | 4,451 | $1.3M |
| Vestcor Inc | 0.04% | No change | 4,444 | $1.3M |
| AXS Investments LLC | 0.35% | New | 4,414 | $1.3M |
| Everett Harris & Co. | 0.02% | Add +13.4% | 4,403 | $1.2M |
| Qsemble Capital Management, LP | 0.17% | Reduce -48.5% | 4,383 | $1.2M |
| Ellis Investment Partners, LLC | 0.24% | Add +0.0% | 4,349 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -75.3% | 4,334 | $1.2M |
| Court Place Advisors, LLC | 0.40% | No change | 4,308 | $1.2M |
| St Germain D J Co. Inc. | 0.05% | No change | 4,219 | $1.2M |
| Fieldview Capital Management, LLC | 0.18% | — | 4,214 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +16.1% | 4,209 | $1.2M |
| EPG Wealth Management LLC | 0.31% | Reduce -0.8% | 4,184 | $1.2M |
| Keeley-Teton Advisors, LLC | 0.14% | Reduce -5.0% | 4,155 | $1.2M |
| Lebenthal Global Advisors, LLC | 0.21% | Add +13.4% | 4,099 | $1.2M |
| &partners | 0.01% | Add +25.6% | 4,143 | $1.2M |
| Ibex Wealth Advisors | 0.14% | New | 4,097 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Add +5.2% | 4,082 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -5.9% | 4,067 | $1.2M |
| Agf Management Ltd. | 0.01% | Add +212.3% | 4,066 | $1.2M |
| Independent Advisor Alliance | 0.02% | Add +13.3% | 4,054 | $1.2M |
| Keybank National Association | 0.00% | Add +35.8% | 4,028 | $1.1M |
| Arlington Trust Co LLC | 0.24% | Reduce -0.2% | 3,990 | $1.1M |
| Nvwm, LLC | 0.29% | Reduce -0.5% | 3,985 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +0.2% | 3,947 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +7.7% | 3,927 | $1.1M |
| Curi Capital, LLC | 0.03% | Add +12.1% | 3,923 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +165.1% | 3,887 | $1.1M |
| Essex Investment Management Co. LLC | 0.20% | No change | 3,880 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +1.7% | 3,867 | $1.1M |
| Allworth Financial LP | 0.01% | Add +25.9% | 3,710 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -5.7% | 3,813 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +86.0% | 3,803 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -70.1% | 3,797 | $1.1M |
| Menard Financial Group LLC | 0.64% | Add +0.3% | 3,780 | $1.1M |
| Summit Financial, LLC | 0.04% | New | 3,722 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.9% | 3,705 | $1.1M |
| Mufg Securities Americas Inc. | 0.14% | — | 3,688 | $1.0M |
| Marino, Stram & Associates LLC | 0.23% | Reduce -0.5% | 3,677 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -8.8% | 3,670 | $1.0M |
| Profund Advisors LLC | 0.04% | Add +5.6% | 3,660 | $1.0M |
| Forte Capital LLC | 0.12% | Add +0.9% | 3,658 | $1.0M |
| Meeder Advisory Services, Inc. | 0.06% | Add +3.1% | 3,576 | $1.0M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Add +1.4% | 3,575 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +0.1% | 3,569 | $1.0M |
| Canada Post Corp Registered Pension Plan | 0.06% | — | 3,529 | $1.0M |
| Abn Amro Investment Solutions | 0.02% | Add +48.1% | 3,521 | $999K |
| Vident Advisory, LLC | 0.02% | Reduce -55.0% | 3,487 | $990K |
| AlphaMark Advisors, LLC | 0.43% | Add +3.2% | 3,476 | $987K |
| Wedmont Private Capital | 0.05% | Add +3.6% | 3,432 | $985K |
| Sfm, LLC | 0.69% | Add +3.3% | 3,468 | $984K |
| Avantax Planning Partners, Inc. | 0.04% | No change | 3,459 | $982K |
| GPS Wealth Strategies Group, LLC | 0.13% | Add +0.9% | 3,442 | $977K |
| Trustmark Bank Trust Department | 0.07% | No change | 3,439 | $976K |
| Financial Advocates Investment Management | 0.06% | Reduce -5.9% | 3,432 | $974K |
| Horizon Investments, LLC | 0.03% | Add +1.3% | 3,426 | $972K |
| Haverford Trust Co | 0.01% | No change | 3,401 | $965K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -25.6% | 3,385 | $963K |
| Allred Capital Management, LLC | 0.37% | Add +1.0% | 3,380 | $960K |
| Catalina Capital Group, LLC | 0.32% | Add +1.1% | 3,380 | $959K |
| BankPlus Wealth Management LLC | 0.70% | — | 3,330 | $945K |
| Greenleaf Trust | 0.01% | Add +1.1% | 3,310 | $940K |
| VeraBank, N.A. | 0.26% | No change | 3,300 | $937K |
| WBH Advisory Inc. | 0.09% | Reduce -17.2% | 3,294 | $935K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -22.6% | 3,284 | $932K |
| Accurate Wealth Management, LLC | 0.18% | Add +6.9% | 3,241 | $930K |
| Triangle Securities Wealth Management | 0.24% | Reduce -1.1% | 3,263 | $926K |
| Jones Financial Companies LLLP | 0.00% | Add +337.6% | 3,243 | $921K |
| Allen Investment Management, LLC | 0.01% | Reduce -2.1% | 3,242 | $920K |
| Fosun International Ltd | 0.29% | Reduce -61.7% | 3,234 | $918K |
| Montchanin Asset Management, LLC | 0.89% | No change | 3,220 | $914K |
| Raleigh Capital Management Inc. | 0.35% | Reduce -4.3% | 3,217 | $913K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 3,201 | $909K |
| National Wealth Management Group, LLC | 0.60% | Add +105.0% | 3,185 | $904K |
| Private Advisory Group LLC | 0.10% | Reduce -15.7% | 3,161 | $897K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -15.8% | 3,161 | $897K |
| Procyon Advisors, LLC | 0.06% | Add +38.8% | 3,154 | $895K |
| Tritonpoint Wealth, LLC | 0.08% | Add +6.5% | 3,146 | $893K |
| Financial Counselors Inc. | 0.01% | Reduce -0.5% | 3,131 | $889K |
| World Equity Group, Inc. | 0.19% | Add +4.6% | 3,112 | $883K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +104.9% | 3,111 | $883K |
| Sawgrass Asset Management LLC | 0.10% | Reduce -14.2% | 3,103 | $881K |
| New Century Financial Group, LLC | 0.37% | Reduce -12.5% | 3,131 | $878K |
| Full Sail Capital, LLC | 0.06% | No change | 3,067 | $871K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -2.4% | 3,019 | $857K |
| MJP Associates Inc. | 0.15% | Add +15.4% | 3,013 | $855K |
| GTS Securities LLC | 0.04% | Add +74.2% | 2,998 | $851K |
| D.A. Davidson & Co. | 0.01% | Add +3.3% | 2,940 | $835K |
| Virtue Capital Management, LLC | 0.17% | Reduce -1.7% | 2,935 | $833K |
| Clarus Wealth Advisors | 0.41% | Add +28.7% | 2,913 | $832K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -3.5% | 2,930 | $832K |
| Occidental Asset Management, LLC | 0.13% | Reduce -1.8% | 2,917 | $828K |
| Master's Wealth Management Inc. | 0.44% | — | 2,910 | $826K |
| Kolinsky Wealth Management, LLC | 0.50% | Add +17.5% | 2,908 | $825K |
| Scotia Capital Inc. | 0.00% | Add +5.7% | 2,903 | $824K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +18.9% | 2,493 | $819K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.1% | 2,881 | $818K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -4.3% | 2,868 | $814K |
| Webster Bank, N. A. | 0.09% | No change | 2,850 | $809K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +0.8% | 2,843 | $807K |
| Burney Co./ | 0.03% | No change | 2,840 | $806K |
| Rwa Wealth Partners, LLC | 0.01% | New | 2,828 | $803K |
| NewSquare Capital LLC | 0.06% | New | 2,807 | $797K |
| Park National Corp. | 0.03% | Reduce -6.9% | 2,801 | $795K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 2,800 | $795K |
| OneAscent Financial Services LLC | 0.07% | Reduce -3.9% | 2,795 | $793K |
| Ashton Thomas Securities, LLC | 0.22% | Add +0.2% | 2,787 | $792K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.6% | 2,787 | $791K |
| Promus Capital, LLC | 0.60% | — | 2,776 | $788K |
| Aventura Private Wealth, LLC | 0.42% | — | 2,738 | $777K |
| Csenge Advisory Group | 0.04% | Add +5.4% | 2,714 | $770K |
| TFR Capital, LLC. | 0.38% | — | 2,713 | $770K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 2,711 | $770K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | Add +3.4% | 2,670 | $758K |
| Oxford Asset Management LLP | 0.34% | Add +113.8% | 2,651 | $752K |
| Crawford Investment Counsel Inc. | 0.01% | Add +0.3% | 2,639 | $749K |
| Linscomb Wealth, Inc. | 0.04% | Add +2.2% | 2,628 | $746K |
| Atom Investors LP | 0.09% | Reduce -8.0% | 2,576 | $731K |
| Nixon Peabody Trust Co. | 0.06% | Add +7.3% | 2,575 | $731K |
| Foundation Wealth Management, LLC\PA | 0.35% | — | 2,540 | $721K |
| Heartland Bank & Trust Co | 0.39% | Reduce -4.2% | 2,535 | $720K |
| Cigna Investments Inc. | 0.13% | Add +13.0% | 2,527 | $718K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +8.6% | 2,502 | $710K |
| Bank of New Hampshire | 0.18% | No change | 2,500 | $710K |
| Okabena Investment Services Inc. | 0.20% | Reduce -67.2% | 2,494 | $708K |
| Plan A Wealth LLC | 0.65% | — | 2,486 | $706K |
| PAX Financial Group, LLC | 0.13% | Reduce -5.4% | 2,462 | $699K |
| Texas Capital Bancshares Inc | 0.28% | Reduce -15.7% | 2,459 | $698K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +10.1% | 2,443 | $693K |
| Roundview Capital LLC | 0.05% | No change | 2,429 | $689K |
| Anchor Investment Management, LLC | 0.06% | No change | 2,422 | $687K |
| Trust Asset Management LLC | 0.05% | No change | 2,404 | $682K |
| Generali Asset Management SPA SGR | 0.02% | — | 2,399 | $681K |
| Choate Investment Advisors | 0.02% | Add +62.3% | 2,396 | $680K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -5.5% | 2,395 | $680K |
| Mather Group, Llc. | 0.01% | Add +0.7% | 2,380 | $676K |
| Spire Wealth Management | 0.02% | Add +13.9% | 2,374 | $674K |
| Diversified Trust Co. | 0.02% | Add +5.5% | 2,358 | $669K |
| ERn Financial, LLC | 0.10% | Add +0.8% | 2,347 | $666K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 2,347 | $666K |
| Live Oak Private Wealth LLC | 0.11% | Add +5.8% | 2,344 | $665K |
| Pinnacle Financial Partners Inc | 0.01% | Add +3.5% | 2,340 | $664K |
| Syon Capital LLC | 0.06% | Reduce -1.6% | 2,334 | $663K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -2.7% | 2,356 | $661K |
| Ingalls & Snyder LLC | 0.03% | Add +0.2% | 2,326 | $660K |
| Clifford Group, LLC | 0.50% | Add +0.7% | 2,319 | $658K |
| Prudent Man Advisors, LLC | 0.24% | Reduce -4.2% | 2,318 | $658K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -10.6% | 2,302 | $653K |
| Phocas Financial Corp. | 0.09% | No change | 2,300 | $653K |
| Montag A & Associates Inc. | 0.03% | No change | 2,300 | $653K |
| Country Club Bank | 0.04% | No change | 2,277 | $648K |
| V-Square Quantitative Management LLC | 0.09% | Add +4.5% | 2,266 | $643K |
| Integrated Advisors Network LLC | 0.03% | New | 2,251 | $639K |
| Balboa Wealth Partners | 0.15% | Add +3.8% | 2,250 | $639K |
| Aptus Capital Advisors, LLC | 0.01% | Add +19.8% | 2,218 | $630K |
| Hartline Investment Corp./ | 0.07% | No change | 2,200 | $624K |
| Woodward Diversified Capital, LLC | 0.46% | Reduce -44.3% | 2,196 | $623K |
| Howard Capital Management, LLC | 0.01% | Add +58.1% | 2,193 | $622K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -3.6% | 2,183 | $620K |
| Austin Private Wealth, LLC | 0.06% | Add +16.6% | 2,162 | $614K |
| Smithfield Trust Co | 0.03% | No change | 2,123 | $604K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +35.5% | 2,116 | $601K |
| Colonial Trust Advisors | 0.05% | No change | 2,110 | $599K |
| Cynosure Group, LLC | 0.09% | Reduce -20.2% | 2,101 | $596K |
| Pathway Financial Advisors LLC | 0.14% | No change | 2,100 | $596K |
| Private Trust Co. NA | 0.06% | Reduce -1.1% | 2,095 | $595K |
| Somerset Trust Co | 0.22% | Reduce -1.6% | 2,090 | $593K |
| GeoWealth Management, LLC | 0.02% | Reduce -44.2% | 2,086 | $592K |
| Edge Capital Group, LLC | 0.03% | Reduce -86.4% | 325 | $590K |
| NorthRock Partners, LLC | 0.02% | Add +10.6% | 2,067 | $587K |
| Tyche Wealth Partners LLC | 0.12% | New | 2,067 | $587K |
| Pitcairn Co. | 0.03% | Add +8.3% | 2,064 | $586K |
| CreativeOne Wealth, LLC | 0.02% | Add +2.3% | 2,015 | $572K |
| 44 Wealth Management LLC | 0.22% | Reduce -6.1% | 2,012 | $571K |
| Oakworth Capital, Inc. | 0.04% | No change | 2,002 | $568K |
| Settian Capital LP | 0.41% | Reduce -33.3% | 2,000 | $568K |
| Biltmore Family Office, LLC | 0.10% | No change | 2,000 | $568K |
| Symmetry Investments LP | 0.03% | New | 2,000 | $568K |
| Citizens Financial Group Inc. | 0.01% | Add +73.6% | 1,998 | $567K |
| Smartleaf Asset Management LLC | 0.06% | Add +27.9% | 1,987 | $565K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.04% | No change | 1,982 | $563K |
| Fidelis Capital Partners, LLC | 0.06% | Add +12.8% | 1,800 | $556K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 1,957 | $555K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.3% | 1,957 | $555K |
| IronOak Wealth LLC. | 0.61% | — | 1,931 | $548K |
| Drive Wealth Management, LLC | 0.13% | Reduce -2.0% | 1,929 | $547K |
| Graypoint LLC | 0.03% | Add +1.7% | 1,924 | $546K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +2.3% | 1,911 | $542K |
| Cary Street Partners Financial LLC | 0.02% | — | 1,906 | $541K |
| Wrapmanager Inc. | 0.14% | Reduce -40.5% | 1,897 | $538K |
| American National Bank & Trust | 0.06% | Add +9.2% | 1,897 | $538K |
| Northside Capital Management, LLC | 0.14% | No change | 1,891 | $537K |
| Harbor Investment Advisory, LLC | 0.05% | Add +0.1% | 1,879 | $533K |
| Equitable Holdings, Inc. | 0.01% | Add +6.6% | 1,869 | $531K |
| Mutual Advisors, LLC | 0.02% | Add +12.1% | 1,790 | $530K |
| RiverGlades Family Offices LLC | 0.38% | Add +5.1% | 1,863 | $529K |
| Kenora Financial, LLC | 0.21% | Add +3.3% | 1,859 | $528K |
| Waverly Advisors, LLC | 0.01% | New | 1,822 | $517K |
| TCV Trust & Wealth Management, Inc. | 0.05% | No change | 1,818 | $516K |
| Personal Cfo Solutions, LLC | 0.10% | Add +15.2% | 1,814 | $515K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.1% | 1,812 | $514K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | No change | 1,806 | $513K |
| Rothschild Investment LLC | 0.03% | Reduce -28.7% | 1,805 | $512K |
| Obermeyer Wealth Partners | 0.03% | Add +3.8% | 1,803 | $512K |
| Zions Bancorporation, N.A. | 0.03% | Add +863.1% | 1,801 | $511K |
| Archford Capital Strategies, LLC | 0.08% | Add +0.1% | 1,800 | $511K |
| Lantz Financial LLC | 0.14% | Add +21.7% | 1,791 | $508K |
| Simmons Bank | 0.04% | No change | 1,789 | $508K |
| Mairs & Power Inc. | 0.00% | Add +18.4% | 1,776 | $504K |
| Quadrant Capital Group LLC | 0.03% | Add +0.5% | 1,758 | $499K |
| IFP Advisors, Inc | 0.02% | Reduce -0.2% | 1,740 | $499K |
| Patron Partners, LLC | 0.27% | Reduce -0.7% | 1,757 | $499K |
| Quadcap Wealth Management, LLC | 0.07% | Add +7.2% | 1,750 | $497K |
| Cookson Peirce & Co. Inc. | 0.02% | Add +0.6% | 1,748 | $496K |
| Boston Common Asset Management, LLC | 0.01% | No change | 1,748 | $496K |
| Lombard Odier Asset Management (USA) Corp | 0.22% | New | 1,745 | $495K |
| SG Americas Securities, LLC | 0.00% | Reduce -78.0% | 1,745 | $495K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 1,736 | $493K |
| SMART Wealth LLC | 0.17% | New | 1,705 | $484K |
| Ellevest, Inc. | 0.03% | Add +23.7% | 1,703 | $483K |
| Regal Investment Advisors LLC | 0.04% | Add +4.1% | 1,703 | $483K |
| Patrick M Sweeney & Associates, Inc. | 0.36% | No change | 1,700 | $483K |
| Mitchell Sinkler & Starr | 0.13% | No change | 1,700 | $483K |
| Huntington National Bank | 0.00% | Add +12.9% | 1,693 | $481K |
| Caldwell Trust Co | 0.05% | Add +9.2% | 1,680 | $477K |
| Florida Trust Wealth Management Co | 0.02% | New | 1,676 | $476K |
| Miller Investment Management, LP | 0.05% | No change | 1,672 | $475K |
| Clarendon Private LLC | 0.50% | — | 1,670 | $474K |
| Plato Investment Management Ltd | 0.03% | No change | 1,651 | $470K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,650 | $468K |
| Sigma Planning Corp | 0.01% | Reduce -84.1% | 1,633 | $464K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -2.5% | 1,631 | $463K |
| Cozad Asset Management Inc. | 0.04% | Add +2.3% | 1,617 | $459K |
| CX Institutional | 0.02% | Reduce -22.9% | 1,615 | $458K |
| Mission Wealth Management, LP | 0.01% | Add +1.1% | 1,613 | $458K |
| Lake Street Private Wealth, LLC | 0.07% | Add +12.2% | 1,612 | $458K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -8.2% | 1,609 | $457K |
| LS Investment Advisors, LLC | 0.07% | No change | 1,600 | $454K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.6% | 1,600 | $454K |
| OneAscent Wealth Management LLC | 0.19% | Reduce -27.3% | 1,593 | $452K |
| Compton Wealth Advisory Group, LLC | 0.12% | No change | 1,591 | $452K |
| Gen-Wealth Partners Inc | 0.19% | Reduce -3.9% | 1,574 | $447K |
| AMG National Trust Bank | 0.01% | Add +7.9% | 1,573 | $447K |
| Allen Capital Group, LLC | 0.05% | Add +17.6% | 1,570 | $446K |
| FFT Wealth Management LLC | 0.03% | Add +99.6% | 1,569 | $445K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -5.1% | 1,567 | $445K |
| Penserra Capital Management LLC | 0.01% | Add +53.0% | 1,571 | $444K |
| Advisory Alpha, LLC | 0.02% | Add +19.7% | 1,559 | $443K |
| Modera Wealth Management, LLC | 0.01% | Add +4.8% | 1,558 | $442K |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -6.8% | 1,555 | $441K |
| Longview Financial Advisors, Inc. | 0.35% | Reduce -9.6% | 1,551 | $440K |
| Hoxton Planning & Management, LLC | 0.17% | Reduce -0.1% | 1,550 | $440K |
| W Advisors, LLC | 0.27% | Add +1.4% | 1,536 | $436K |
| Western Wealth Management, LLC | 0.02% | Add +11.8% | 1,529 | $434K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +28.9% | 1,515 | $431K |
| Trust Co. of Vermont | 0.02% | No change | 1,509 | $428K |
| Johnson Investment Counsel Inc. | 0.00% | Add +36.3% | 1,506 | $427K |
| Strategic Blueprint, LLC | 0.03% | Add +63.7% | 1,506 | $427K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.83% | Reduce -6.1% | 1,503 | $427K |
| West Paces Advisors Inc. | 0.10% | No change | 1,500 | $426K |
| Aviance Capital Partners, LLC | 0.06% | No change | 1,500 | $426K |
| Heritage Wealth Advisors | 0.02% | No change | 1,498 | $425K |
| Stonegate Investment Group, LLC | 0.01% | Add +35.7% | 1,495 | $424K |
| Perigon Wealth Management, LLC | 0.01% | Add +19.4% | 1,421 | $420K |
| SteelPeak Wealth, LLC | 0.02% | Add +7.6% | 1,477 | $419K |
| Marex Group Ltd | 0.01% | New | 1,473 | $418K |
| Mgo One Seven LLC | 0.02% | Reduce -1.7% | 1,467 | $416K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.1% | 1,464 | $416K |
| Qtron Investments LLC | 0.06% | Reduce -34.1% | 1,460 | $414K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -17.2% | 1,450 | $412K |
| River Wealth Advisors LLC | 0.05% | Reduce -2.3% | 1,426 | $405K |
| Tudor Financial Inc. | 0.24% | No change | 1,425 | $404K |
| Tucker Asset Management LLC | 0.09% | Add +3.0% | 1,419 | $403K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 1,415 | $402K |
| Banco Santander, S.A. | 0.00% | New | 1,410 | $400K |
| Insight 2811, Inc. | 0.20% | No change | 1,400 | $397K |
| J. W. Coons Advisors, LLC | 0.10% | Reduce -33.5% | 1,400 | $397K |
| Wilkins Investment Counsel Inc. | 0.06% | Add +12.0% | 1,400 | $397K |
| Shufro Rose & Co. LLC | 0.03% | No change | 1,400 | $397K |
| Vestor Capital, LLC | 0.03% | Reduce -1.6% | 1,394 | $396K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.2% | 1,384 | $393K |
| Compound Planning, Inc. | 0.02% | Add +4.8% | 1,384 | $393K |
| AdvisorNet Financial, Inc | 0.03% | Add +285.0% | 1,359 | $386K |
| Two Sigma Investments, LP | 0.00% | New | 1,346 | $382K |
| Values First Advisors, Inc. | 0.21% | Reduce -14.0% | 1,345 | $382K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.3% | 1,339 | $380K |
| Conning Inc. | 0.01% | Reduce -1.9% | 1,309 | $372K |
| Berkshire Asset Management LLC | 0.02% | Add +0.2% | 1,273 | $369K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.7% | 1,297 | $368K |
| Ridgeline Wealth, LLC | 0.30% | — | 1,295 | $368K |
| Arkadios Wealth Advisors | 0.02% | Add +16.7% | 1,295 | $368K |
| Vise Technologies, Inc. | 0.03% | Add +69.9% | 1,286 | $365K |
| StoneX Group Inc. | 0.02% | Add +10.2% | 1,281 | $363K |
| Veltria Advisors Corp. | 0.15% | Add +20.8% | 1,278 | $363K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +12.5% | 1,276 | $362K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -43.5% | 1,272 | $361K |
| ICONIQ Capital, LLC | 0.01% | New | 1,257 | $357K |
| Shelton Capital Management | 0.01% | No change | 1,256 | $357K |
| Encompass More Asset Management | 0.12% | Add +29.4% | 1,254 | $356K |
| Challenger Wealth Management | 0.31% | — | 1,252 | $355K |
| Wayfinding Financial, LLC | 0.19% | New | 1,253 | $355K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,250 | $355K |
| FORA Capital, LLC | 0.04% | Reduce -83.8% | 1,247 | $354K |
| Successful Portfolios LLC | 0.23% | Reduce -0.4% | 1,237 | $351K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -96.4% | 1,236 | $351K |
| Savvy Advisors, Inc. | 0.04% | Add +8.5% | 1,226 | $348K |
| West Family Investments, Inc. | 0.12% | Reduce -1.8% | 1,226 | $348K |
| First Horizon Advisors, Inc. | 0.01% | Add +2.4% | 1,221 | $347K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 1,221 | $347K |
| Ballentine Partners, LLC | 0.01% | Add +4.2% | 1,214 | $345K |
| Sandy Spring Bank | 0.01% | No change | 1,213 | $344K |
| AssuredPartners Investment Advisors, LLC | 0.07% | — | 1,213 | $344K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -63.3% | 1,213 | $344K |
| Westpac Banking Corp. | 0.02% | No change | 1,211 | $344K |
| Park Place Capital Corp | 0.10% | Add +0.1% | 1,210 | $343K |
| Carderock Capital Management Inc. | 0.09% | No change | 1,200 | $341K |
| Balefire, LLC | 0.12% | Reduce -1.7% | 1,231 | $340K |
| Nicolet Advisory Services, LLC | 0.03% | Add +18.7% | 1,183 | $340K |
| Kathmere Capital Management, LLC | 0.03% | Add +2.8% | 1,196 | $340K |
| Asset Planning,Inc | 0.26% | — | 1,196 | $339K |
| Tranquility Partners, LLC | 0.13% | New | 1,196 | $339K |
| Diametric Capital, LP | 0.23% | New | 1,196 | $339K |
| Spinnaker Trust | 0.02% | No change | 1,195 | $339K |
| Carnegie Investment Counsel | 0.01% | Add +5.8% | 1,194 | $339K |
| Ignite Planners, LLC | 0.07% | Add +1.3% | 1,188 | $333K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.2% | 1,173 | $333K |
| Jump Financial, LLC | 0.01% | Reduce -60.1% | 1,166 | $331K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 1,166 | $331K |
| Manchester Capital Management LLC | 0.04% | Reduce -0.2% | 1,160 | $329K |
| Oak Hill Wealth Advisors, LLC | 0.08% | — | 1,159 | $329K |
| Wrenne Financial Planning LLC | 0.19% | No change | 1,153 | $327K |
| Keel Point, LLC | 0.03% | Add +14.6% | 1,143 | $324K |
| San Luis Wealth Advisors LLC | 0.06% | Add +0.1% | 1,136 | $323K |
| Fortress Private Ledger, LLC | 0.20% | — | 1,133 | $322K |
| HBW Advisory Services LLC | 0.03% | Add +2.9% | 1,132 | $321K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,124 | $319K |
| Lake Street Advisors Group, LLC | 0.01% | Add +6.5% | 1,123 | $319K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 1,117 | $317K |
| Avestar Capital, LLC | 0.03% | Add +7.7% | 1,116 | $317K |
| Excalibur Management Corp. | 0.13% | No change | 1,109 | $315K |
| City Holding Co. | 0.04% | No change | 1,106 | $314K |
| Roble, Belko & Company, Inc | 0.05% | No change | 1,102 | $313K |
| Defined Financial Planning LLC | 0.33% | — | 1,100 | $312K |
| BXM Wealth LLC | 0.44% | — | 1,097 | $311K |
| Old North State Wealth Management, LLC | 0.17% | Add +7.1% | 1,090 | $311K |
| KCM Investment Advisors LLC | 0.01% | Reduce -0.2% | 1,082 | $307K |
| Prossimo Advisors, LLC | 0.22% | No change | 1,080 | $307K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,081 | $307K |
| Brooklyn Investment Group | 0.09% | Add +5.0% | 1,060 | $301K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.7% | 1,053 | $299K |
| Red Spruce Capital, LLC | 0.13% | New | 1,050 | $298K |
| Cherry Creek Investment Advisors, Inc. | 0.15% | Add +0.2% | 1,050 | $298K |
| Optivise Advisory Services LLC | 0.16% | Add +6.2% | 1,049 | $298K |
| First Business Financial Services, Inc. | 0.03% | Reduce -1.0% | 1,037 | $294K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,037 | $294K |
| OneAscent Family Office, LLC | 0.53% | — | 1,032 | $293K |
| Kozak & Associates, Inc. | 0.07% | Reduce -48.9% | 1,035 | $290K |
| Sivia Capital Partners, LLC | 0.14% | Reduce -3.6% | 1,022 | $290K |
| World Investment Advisors | 0.01% | New | 1,020 | $290K |
| Capital Advisors Inc. | 0.01% | Reduce -1.2% | 1,017 | $289K |
| Angeles Wealth Management, LLC | 0.02% | Add +19.7% | 1,014 | $288K |
| Fulton Bank, N.A. | 0.01% | Reduce -15.3% | 1,006 | $286K |
| LongView Wealth Management | 0.09% | Add +0.2% | 1,003 | $285K |
| Garde Capital, Inc. | 0.02% | No change | 1,000 | $284K |
| RFP Financial Group LLC | 0.11% | No change | 1,000 | $284K |
| Grove Bank & Trust | 0.04% | Add +0.6% | 1,000 | $284K |
| RBF Capital, LLC | 0.01% | No change | 1,000 | $284K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,000 | $284K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -83.4% | 1,000 | $283K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +2.2% | 994 | $282K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.6% | 994 | $282K |
| Raiffeisen Bank International AG | 0.00% | — | 988 | $281K |
| Perennial Investment Advisors, LLC | 0.03% | Add +2.8% | 990 | $281K |
| Burns Matteson Capital Management, LLC | 0.16% | New | 987 | $280K |
| Kingsview Wealth Management, LLC | 0.01% | Add +13.8% | 982 | $279K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.7% | 981 | $278K |
| Glenview Trust Co | 0.01% | Add +20.5% | 980 | $278K |
| Axq Capital, LP | 0.13% | Reduce -46.9% | 979 | $278K |
| Trek Financial, LLC | 0.02% | Reduce -3.5% | 977 | $277K |
| Carret Asset Management, LLC | 0.03% | No change | 975 | $277K |
| Cadence Bank | 0.02% | Reduce -22.1% | 975 | $277K |
| Trinity Financial Advisors LLC | 0.10% | No change | 1,000 | $276K |
| Paragon Private Wealth Management, LLC | 0.13% | Add +25.8% | 967 | $275K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -1.4% | 966 | $274K |
| KLCM Advisors, Inc. | 0.03% | No change | 965 | $274K |
| Sage Mountain Advisors LLC | 0.02% | Add +23.1% | 950 | $270K |
| Texas Bank & Trust Co | 0.11% | — | 950 | $270K |
| Proficio Capital Partners LLC | 0.02% | Add +19.7% | 948 | $269K |
| Clarius Group, LLC | 0.02% | Add +0.3% | 946 | $269K |
| Bison Wealth, LLC | 0.03% | — | 945 | $268K |
| Brighton Jones LLC | 0.01% | Reduce -0.3% | 943 | $268K |
| Harbour Investments, Inc. | 0.01% | Add +5.7% | 935 | $266K |
| Verdence Capital Advisors LLC | 0.02% | No change | 932 | $265K |
| Portside Wealth Group, LLC | 0.04% | Add +18.1% | 931 | $264K |
| Investmark Advisory Group LLC | 0.13% | No change | 927 | $263K |
| Longboard Asset Management, LP | 0.69% | — | 924 | $262K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.4% | 918 | $261K |
| Northwest Bancshares, Inc. | 0.05% | No change | 917 | $260K |
| Kaizen Financial Strategies | 0.15% | Add +0.2% | 907 | $257K |
| Fort Sheridan Advisors LLC | 0.04% | Add +12.5% | 900 | $255K |
| Summit Global Investments | 0.02% | Reduce -3.0% | 897 | $255K |
| PDS Planning, Inc | 0.02% | Add +2.6% | 898 | $255K |
| Sentry Investment Management LLC | 0.12% | Reduce -14.0% | 896 | $254K |
| Wealth Alliance, LLC | 0.03% | New | 892 | $253K |
| LGL Partners, LLC | 0.04% | Add +11.9% | 892 | $253K |
| Sierra Ocean, LLC | 0.21% | — | 890 | $253K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +1.5% | 890 | $253K |
| Graham Capital Management, L.P. | 0.01% | New | 888 | $252K |
| Catalyst Financial Partners LLC | 0.05% | Add +5.4% | 875 | $248K |
| Certuity, LLC | 0.03% | Add +6.9% | 864 | $245K |
| Whipplewood Advisors, LLC | 0.14% | — | 860 | $244K |
| International Assets Investment Management, LLC | 0.02% | Add +6.9% | 883 | $244K |
| West Branch Capital LLC | 0.08% | No change | 858 | $244K |
| Investment Advisory Services Inc. /TX | 0.09% | Add +7.3% | 857 | $243K |
| Lindbrook Capital, LLC | 0.02% | Add +2.8% | 854 | $242K |
| Flow Traders U.S. LLC | 0.01% | New | 850 | $241K |
| Bellecapital International Ltd. | 0.04% | New | 848 | $241K |
| L2 Asset Management, LLC | 0.05% | Reduce -1.1% | 841 | $239K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | New | 835 | $237K |
| JT Stratford LLC | 0.04% | Reduce -2.1% | 834 | $237K |
| Parcion Private Wealth LLC | 0.02% | Reduce -2.8% | 831 | $236K |
| Essex Bank | 0.06% | Add +1.4% | 828 | $235K |
| SC&H Financial Advisors, Inc. | 0.05% | Reduce -45.9% | 824 | $234K |
| Wesbanco Bank Inc. | 0.01% | Reduce -4.3% | 821 | $233K |
| Eastern Bank | 0.00% | Reduce -4.8% | 820 | $233K |
| Wealth Architects, LLC | 0.03% | No change | 810 | $230K |
| 1620 Investment Advisors, Inc. | 0.18% | No change | 808 | $229K |
| BOS Asset Management, LLC | 0.08% | No change | 808 | $229K |
| WPG Advisers, LLC | 0.21% | — | 807 | $229K |
| Simon Quick Advisors, LLC | 0.01% | New | 805 | $229K |
| Diversify Advisory Services, LLC | 0.01% | New | 794 | $228K |
| Axecap Investments, LLC | 0.17% | Reduce -90.8% | 800 | $227K |
| Westshore Wealth, LLC | 0.09% | No change | 800 | $227K |
| Altfest L J & Co. Inc. | 0.03% | Add +3.1% | 797 | $226K |
| Trust Point Inc. | 0.02% | Add +0.9% | 791 | $225K |
| Kavar Capital Partners Group, LLC | 0.04% | New | 789 | $224K |
| Fullcircle Wealth LLC | 0.09% | New | 674 | $221K |
| Advisors Capital Management, LLC | 0.00% | New | 778 | $221K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -65.9% | 775 | $220K |
| Formidable Asset Management, LLC | 0.04% | No change | 769 | $218K |
| Equitable Trust Co. | 0.01% | No change | 762 | $216K |
| Baker Tilly Wealth Management, LLC | 0.08% | New | 761 | $216K |
| Truepoint, Inc. | 0.01% | New | 760 | $216K |
| West Oak Capital, LLC | 0.11% | No change | 756 | $215K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -5.5% | 756 | $215K |
| Fisher Asset Management | 0.00% | New | 755 | $215K |
| Aprio Wealth Management, LLC | 0.03% | New | 752 | $213K |
| Regent Peak Wealth Advisors LLC | 0.05% | Add +1.9% | 751 | $213K |
| Morton Capital Management LLC | 0.04% | No change | 750 | $213K |
| Titleist Asset Management, LLC | 0.02% | New | 740 | $210K |
| Federated Hermes, Inc. | 0.00% | Reduce -33.8% | 739 | $210K |
| Washington Trust Bank | 0.02% | Add +0.1% | 737 | $209K |
| Trust Co | 0.02% | No change | 737 | $209K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | Reduce -10.3% | 736 | $209K |
| Trivium Point Advisory, LLC | 0.03% | New | 736 | $209K |
| Evergreen Capital Management LLC | 0.01% | Add +0.4% | 735 | $209K |
| Beacon Investment Advisors LLC | 0.10% | New | 729 | $207K |
| Mountain Hill Investment Partners Corp. | 0.21% | — | 725 | $206K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -1.9% | 724 | $205K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 722 | $205K |
| Baader Bank Aktiengesellschaft | 0.02% | Reduce -13.0% | 721 | $204K |
| Alta Advisers Ltd | 0.13% | Add +19.7% | 718 | $204K |
| CPC Advisors, LLC | 0.03% | New | 716 | $203K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 715 | $203K |
| AlphaCentric Advisors LLC | 0.20% | Reduce -2.7% | 711 | $202K |
| Empirical Asset Management, LLC | 0.07% | New | 710 | $202K |
| Moran Wealth Management, LLC | 0.01% | New | 710 | $202K |
| SageView Advisory Group, LLC | 0.01% | New | 709 | $201K |
| Embree Financial Group | 0.03% | New | 706 | $200K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | New | 712 | $200K |
| Pflug Koory, LLC | 0.01% | Reduce -3.7% | 648 | $184K |
| Key Financial Inc | 0.04% | Add +29.8% | 636 | $181K |
| Acadian Asset Management LLC | 0.00% | No change | 637 | $180K |
| HM Payson & Co. | 0.00% | Reduce -0.7% | 611 | $173K |
| Gables Capital Management Inc. | 0.08% | No change | 580 | $165K |
| Stance Capital LLC | 0.10% | — | 570 | $162K |
| Atwood & Palmer Inc. | 0.01% | No change | 556 | $158K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +58.3% | 543 | $154K |
| Center for Financial Planning, Inc. | 0.02% | No change | 535 | $152K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -39.0% | 522 | $148K |
| Resources Management Corp. /CT/ | 0.02% | Reduce -10.4% | 518 | $147K |
| Osterweis Capital Management Inc. | 0.01% | Reduce -22.8% | 507 | $144K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Add +0.2% | 500 | $142K |
| Reyes Financial Architecture, Inc. | 0.11% | — | 500 | $142K |
| Cromwell Holdings LLC | 0.08% | No change | 493 | $140K |
| CoreCap Advisors, LLC | 0.01% | Add +21.1% | 483 | $137K |
| Arax Advisory Partners | 0.01% | Add +700.0% | 480 | $136K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -81.7% | 478 | $136K |
| Chelsea Counsel Co. | 0.07% | No change | 475 | $135K |
| Parkside Financial Bank & Trust | 0.02% | Add +5.4% | 468 | $133K |
| TruNorth Capital Management, LLC | 0.04% | No change | 468 | $133K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 465 | $132K |
| Clean Yield Group | 0.04% | No change | 454 | $129K |
| Leonteq Securities AG | 0.01% | Add +185.1% | 439 | $125K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -0.7% | 438 | $124K |
| Mascoma Wealth Management LLC | 0.03% | No change | 426 | $121K |
| Bangor Savings Bank | 0.01% | No change | 414 | $118K |
| Washington Trust Advisors, Inc. | 0.01% | New | 402 | $114K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +4033.3% | 372 | $105K |
| Catalyst Capital Advisors LLC | 0.00% | New | 363 | $103K |
| SBI Securities Co., Ltd. | 0.00% | — | 332 | $94K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +107.2% | 315 | $93K |
| Tobam | 0.03% | No change | 325 | $92K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 324 | $92K |
| Nemes Rush Group LLC | 0.01% | Add +8.3% | 300 | $85K |
| Optiver Holding B.V. | 0.00% | Reduce -13.4% | 291 | $83K |
| Deseret Mutual Benefit Administrators | 0.04% | Reduce -2.0% | 289 | $82K |
| TCTC Holdings, LLC | 0.00% | No change | 281 | $80K |
| MCF Advisors LLC | 0.01% | Add +1.8% | 277 | $79K |
| Larson Financial Group LLC | 0.00% | Reduce -34.0% | 266 | $75K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 265 | $75K |
| Beacon Capital Management, LLC | 0.01% | Add +0.4% | 264 | $75K |
| Venturi Wealth Management, LLC | 0.00% | Add +6.8% | 250 | $71K |
| Hexagon Capital Partners LLC | 0.01% | Add +22.4% | 246 | $70K |
| EnRich Financial Partners LLC | 0.02% | No change | 239 | $68K |
| Bayforest Capital Ltd | 0.08% | — | 238 | $68K |
| Versant Capital Management, Inc | 0.01% | Add +87.4% | 238 | $68K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -4.7% | 223 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 218 | $62K |
| Financial Network Wealth Advisors LLC | 0.11% | Reduce -42.7% | 215 | $61K |
| REAP Financial Group, LLC | 0.01% | Add +50.0% | 213 | $60K |
| Lavaca Capital LLC | 0.03% | New | 205 | $58K |
| Tortoise Investment Management, LLC | 0.01% | Add +1.5% | 204 | $58K |
| Hilltop National Bank | 0.02% | No change | 203 | $58K |
| Riverview Trust Co | 0.05% | No change | 201 | $57K |
| Paladin Advisory Group, LLC | 0.04% | No change | 200 | $57K |
| Broadwater Capital Management LLC | 0.04% | No change | 200 | $57K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +100.0% | 200 | $57K |
| Intact Investment Management Inc. | 0.00% | New | 200 | $57K |
| Hoese & Co LLP | 0.05% | No change | 200 | $57K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -15.6% | 195 | $55K |
| Wintrust Investments LLC | 0.05% | Reduce -22.0% | 195 | $55K |
| Quent Capital, LLC | 0.01% | Reduce -32.5% | 191 | $54K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +3.9% | 188 | $53K |
| Retirement Wealth Solutions LLC | 0.04% | — | 183 | $53K |
| Elevation Wealth Partners, LLC | 0.02% | Add +15.2% | 174 | $49K |
| Continuum Advisory, LLC | 0.01% | No change | 174 | $49K |
| Roxbury Financial LLC | 0.05% | — | 155 | $49K |
| Delta Asset Management LLC | 0.00% | No change | 170 | $48K |
| Kestra Investment Management, LLC | 0.00% | New | 168 | $48K |
| Richardson Financial Services Inc. | 0.03% | Reduce -31.1% | 162 | $46K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 162 | $46K |
| GoalVest Advisory LLC | 0.01% | No change | 160 | $45K |
| Hollencrest Capital Management | 0.00% | No change | 156 | $44K |
| Intelligent Financial Strategies | 0.02% | No change | 154 | $44K |
| Oarsman Capital, Inc. | 0.01% | Add +23.4% | 153 | $43K |
| DT Investment Partners, LLC | 0.00% | No change | 152 | $43K |
| City State Bank | 0.01% | No change | 150 | $43K |
| Piscataqua Savings Bank | 0.04% | No change | 150 | $43K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 147 | $42K |
| Ofi Invest Asset Management | 0.00% | — | 152 | $42K |
| Security National Bank | 0.01% | No change | 145 | $41K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 143 | $41K |
| Transcendent Capital Group LLC | 0.02% | No change | 140 | $40K |
| MV Capital Management, Inc. | 0.00% | Add +0.7% | 138 | $39K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 135 | $38K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 130 | $37K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 129 | $37K |
| Fortitude Family Office, LLC | 0.01% | No change | 129 | $37K |
| Financial Life Planners | 0.03% | — | 128 | $36K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.9% | 128 | $36K |
| Parvin Asset Management, LLC | 0.04% | — | 125 | $35K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +1.6% | 124 | $35K |
| WR Wealth Planners, LLC | 0.01% | Add +20.4% | 124 | $35K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.03% | New | 123 | $35K |
| Johnson Financial Group, Inc. | 0.00% | Add +205.4% | 113 | $34K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -5.5% | 120 | $34K |
| Covestor Ltd | 0.02% | Add +22.9% | 118 | $34K |
| LGT Financial Advisors LLC | 0.07% | No change | 119 | $34K |
| Painted Porch Advisors LLC | 0.02% | Add +11.2% | 119 | $34K |
| Rise Advisors, LLC | 0.02% | No change | 113 | $32K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 112 | $32K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 110 | $31K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 109 | $31K |
| New Age Alpha Advisors, LLC | 0.00% | Add +81.7% | 109 | $31K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 103 | $29K |
| Disciplina Capital Management LLC | 0.00% | No change | 101 | $29K |
| MRP Capital Investments, LLC | 0.03% | New | 100 | $28K |
| CVA Family Office, LLC | 0.00% | Add +26.9% | 99 | $28K |
| Evergreen Private Wealth LLC | 0.01% | No change | 96 | $27K |
| Tsfg, LLC | 0.01% | No change | 96 | $27K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 93 | $26K |
| Creekmur Asset Management LLC | 0.01% | No change | 90 | $25K |
| Valley National Advisers Inc. | 0.00% | New | 91 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +16.0% | 87 | $25K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 82 | $23K |
| 2UniFi Bank | 0.02% | — | 81 | $23K |
| Hemington Wealth Management | 0.01% | Add +69.0% | 71 | $20K |
| Global Wealth Strategies & Associates | 0.01% | New | 70 | $20K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 69 | $20K |
| Meeder Asset Management Inc. | 0.00% | Reduce -8.2% | 67 | $19K |
| Global Financial Private Client, LLC | 0.01% | Add +8.2% | 66 | $19K |
| Park Square Financial Group, LLC | 0.01% | — | 64 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 58 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 57 | $16K |
| High Note Wealth, LLC | 0.00% | New | 57 | $16K |
| Truvestments Capital LLC | 0.00% | No change | 56 | $16K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 60 | $16K |
| Rakuten Securities, Inc. | 0.01% | Reduce -48.0% | 53 | $15K |
| J.Safra Asset Management Corp | 0.00% | New | 48 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -27.3% | 48 | $14K |
| Keener Financial Planning LLC | 0.01% | No change | 49 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 46 | $13K |
| Wolff Wiese Magana LLC | 0.01% | Add +780.0% | 44 | $12K |
| Abound Wealth Management | 0.00% | Add +2.4% | 43 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Add +10.5% | 42 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 42 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 41 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 39 | $11K |
| Princeton Global Asset Management LLC | 0.00% | New | 37 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 34 | $10K |
| Operose Advisors LLC | 0.00% | New | 36 | $10K |
| Centricity Wealth Management, LLC | 0.01% | — | 34 | $10K |
| Cetera Trust Company, N.A | 0.01% | No change | 34 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 33 | $9K |
| Crewe Advisors LLC | 0.00% | Reduce -5.9% | 32 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 32 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 32 | $9K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 30 | $9K |
| Capital Analysts, LLC | 0.00% | Reduce -50.9% | 27 | $8K |
| ORG Partners LLC | 0.00% | New | 28 | $8K |
| Sachetta, LLC | 0.00% | No change | 27 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 26 | $7K |
| Dunhill Financial, LLC | 0.00% | Add +62.5% | 26 | $7K |
| WASHINGTON TRUST Co | 0.00% | Reduce -7.4% | 25 | $7K |
| Pineridge Advisors LLC | 0.00% | No change | 25 | $7K |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $7K |
| Addison Advisors LLC | 0.00% | No change | 24 | $7K |
| FLP Wealth Management, LLC | 0.02% | — | 24 | $7K |
| Aspect Partners, LLC | 0.00% | Reduce -16.7% | 20 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 20 | $6K |
| Godsey & Gibb, Inc. | 0.00% | No change | 20 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 19 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 19 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +28.6% | 18 | $5K |
| Avion Wealth | 0.00% | Add +31.3% | 21 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -9.5% | 19 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 17 | $5K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -11.1% | 16 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 16 | $5K |
| First Pacific Financial | 0.00% | New | 15 | $4K |
| Core Alternative Capital | 0.00% | No change | 15 | $4K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -40.0% | 15 | $4K |
| Motco | 0.00% | New | 14 | $4K |
| Albion Financial Group | 0.00% | No change | 13 | $4K |
| Tidemark, LLC | 0.00% | New | 13 | $4K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -31.6% | 13 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 12 | $3K |
| WealthTrak Capital Management LLC | 0.00% | — | 11 | $3K |
| Clark Wealth Partners | 0.00% | — | 11 | $3K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +233.3% | 10 | $3K |
| Mattson Financial Services, LLC | 0.00% | Reduce -99.8% | 10 | $3K |
| Missouri Trust & Investment Co | 0.00% | New | 9 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 8 | $2K |
| Avalon Trust Co | 0.00% | New | 8 | $2K |
| Measured Risk Portfolios, Inc. | 0.00% | — | 7 | $2K |
| Conquis Financial LLC | 0.00% | — | 7 | $2K |
| Orion Capital Management LLC | 0.00% | New | 7 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | New | 7 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 7 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | — | 6 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 6 | $2K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 6 | $2K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 5 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 5 | $1K |
| Horizon Financial Services, LLC | 0.00% | No change | 5 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 4 | $1K |
| Sugar Maple Asset Management, LLC | 0.00% | New | 4 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 4 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 4 | $1K |
| Coastline Trust Co | 0.00% | New | 4 | $1K |
| Winnacle Wealth LLC | 0.00% | — | 4 | $1K |
| True Wealth Design, LLC | 0.00% | New | 4 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 6 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $852 |
| Redwood Park Advisors LLC | 0.00% | — | 3 | $852 |
| Old Second National Bank of Aurora | 0.00% | New | 3 | $852 |
| Sound Income Strategies, LLC | 0.00% | Reduce -85.0% | 3 | $852 |
| Activest Wealth Management | 0.00% | New | 2 | $568 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2 | $568 |
| Concord Wealth Partners | 0.00% | No change | 2 | $568 |
| WestEnd Advisors, LLC | 0.00% | No change | 2 | $568 |
| Chesapeake Asset Management LLC | 0.00% | No change | 2 | $567 |
| Sittner & Nelson, LLC | 0.00% | New | 1 | $284 |
| Y.D. More Investments Ltd | 0.00% | Add +124.0% | 271 | $211 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 5 | $14 |
"% of holder's portfolio" is AJG's weight in each manager's 13F, not the share of Arthur J Gallagher & Co. the manager owns.