Arthur J Gallagher &AJG

13F holders, Q2 2025 (June 30)
1,379holders +18
122new positions
104sold out
7famous investors
$319.67avg. 13F price*

At the end of Q2 2025, 1,379 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, up 18 from Q1 2025. 122 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($10.0B), BlackRock, Inc. ($6.1B) and JPMorgan Chase & Co. ($5.4B). 7 famous investors held it, including Andreas Halvorsen (0.7% of Viking Global Investors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Arthur J Gallagher & Co.
Filed as
GALLAGHER ARTHUR J & CO (Q2 2025)
Sector
Finance
CUSIP
363576109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions122$398.3M
Exits104$704.3M

All 13F filers, Q1 2025 → Q2 2025: 10,365,900 shares bought and 11,314,685 shares sold, net −948,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,379 holders

Vanguard Group Inc. 0.16% Add +2.3% 31,096,542 $10.0B
BlackRock, Inc. 0.12% Reduce -5.8% 18,983,067 $6.1B
JPMorgan Chase & Co. 0.38% Reduce -2.1% 17,008,328 $5.4B
FMR LLC 0.24% Reduce -4.8% 13,063,193 $4.2B
Capital World Investors 0.55% Add +0.9% 11,681,821 $3.7B
State Street Corp. 0.13% Add +1.1% 10,743,493 $3.4B
Capital International Investors 0.40% Reduce -1.1% 7,149,487 $2.3B
Morgan Stanley 0.15% Reduce -0.7% 7,092,653 $2.3B
Geode Capital Management, LLC 0.13% Reduce -10.8% 5,911,460 $1.9B
Norges Bank 0.19% Add +1.9% 4,798,919 $1.5B
Wellington Management Group LLP 0.17% Reduce -2.8% 2,875,503 $920.5M
Massachusetts Financial Services Co. 0.28% Reduce -4.8% 2,734,635 $875.4M
WCM Investment Management, LLC 1.79% Add +5.5% 2,464,662 $783.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.61% Add +4.2% 2,381,835 $762.5M
Invesco Ltd. 0.13% Add +27.2% 2,354,632 $753.8M
Northern Trust Corp. 0.10% Reduce -0.7% 2,348,343 $751.8M
Brown Advisory Inc. 0.96% Reduce -18.0% 2,286,798 $732.1M
Principal Financial Group Inc. 0.38% Add +9.8% 2,273,303 $727.7M
Charles Schwab Investment Management Inc. 0.11% Reduce -1.3% 2,036,794 $652.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +16.7% 1,784,809 $571.4M
Janus Henderson Group PLC 0.24% Add +1.2% 1,548,291 $495.5M
Capital Research Global Investors 0.10% Add +5.7% 1,544,814 $494.5M
Goldman Sachs Group Inc. 0.08% Add +2.5% 1,493,812 $478.2M
Bank of America Corp. 0.04% Add +6.8% 1,463,879 $468.6M
Envestnet Asset Management Inc. 0.13% Reduce -2.0% 1,397,218 $447.3M
Bank of New York Mellon Corp 0.08% Reduce -6.4% 1,391,782 $445.5M
Legal & General Group Plc 0.10% Add +0.5% 1,316,494 $421.4M
FIL Ltd 0.33% Reduce -11.8% 1,210,440 $387.5M
Alliancebernstein L.P. 0.12% Reduce -6.9% 1,126,093 $360.5M
Sands Capital Management, LLC 1.03% Add +453.4% 1,121,249 $358.9M
Brown Brothers Harriman & Co. 2.27% Reduce -0.8% 1,103,478 $353.2M
APG Asset Management N.V. 0.97% Add +79.4% 1,197,868 $326.7M
Findlay Park Partners LLP 3.12% Reduce -19.5% 944,101 $302.2M
Baillie Gifford & Co. 0.22% Reduce -9.3% 940,528 $301.1M
Amundi 0.10% Add +63.3% 908,339 $286.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.29% Reduce -26.2% 879,739 $281.6M
Deutsche Bank AG 0.10% Add +65.1% 867,905 $277.8M
California Public Employees Retirement System 0.17% Reduce -13.6% 858,170 $274.7M
UBS Group AG 0.06% Reduce -26.4% 846,124 $270.9M
Guinness Asset Management LTD 4.76% Add +1.5% 831,166 $266.0M
Winslow Capital Management, LLC 0.89% Add +0.6% 828,466 $265.2M
Manufacturers Life Insurance Company, The 0.23% Reduce -9.4% 801,588 $256.6M
TD Asset Management Inc 0.21% Reduce -14.7% 782,914 $250.6M
Barclays PLC 0.10% Add +22.1% 777,911 $249.0M
Swiss National Bank 0.15% Add +9.9% 774,100 $247.8M
Balyasny Asset Management L.P. 0.57% Add +41475.5% 770,394 $246.6M
Nuveen, LLC 0.07% Add +6.3% 740,655 $237.1M
Boston Partners 0.26% Add +0.6% 737,299 $234.7M
Viking Global Investors 0.67% Add +8.9% 725,795 $232.3M
Dimensional Fund Advisors LP 0.05% Reduce -1.7% 723,640 $231.6M
Royal Bank of Canada 0.04% Add +21.2% 710,262 $227.4M
Voya Investment Management LLC 0.26% Reduce -7.3% 709,390 $226.3M
Beck Mack & Oliver LLC 4.29% Reduce -10.4% 701,443 $224.5M
Chilton Investment Co. Inc. 4.92% Add +2.0% 692,603 $221.7M
Mawer Investment Management Ltd. 1.11% Reduce -7.8% 681,510 $218.2M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +4.6% 590,461 $189.0M
Raymond James Financial Inc. 0.06% Add +0.1% 581,582 $186.2M
Lord, Abbett & Co. LLC 0.63% Reduce -11.1% 581,217 $186.1M
HSBC Holdings PLC 0.12% Add +2.8% 572,809 $182.8M
Bank Julius Baer & Co. Ltd, Zurich 0.54% Reduce -1.0% 567,540 $181.7M
Bessemer Group Inc. 0.28% Reduce -14.8% 533,819 $170.9M
Unisphere Establishment 1.37% No change 530,300 $169.8M
American Century Companies Inc. 0.09% Add +79.6% 530,255 $169.7M
Global Retirement Partners, LLC 3.99% — 502,693 $160.9M
Adage Capital Partners Gp, L.L.C. 0.27% Add +72.3% 494,603 $158.3M
Wells Fargo & Company 0.03% Add +10.3% 478,342 $153.1M
National Pension Service 0.13% Reduce -6.7% 470,347 $150.6M
Stonehage Fleming Financial Services Holdings Ltd 4.28% Add +1.4% 460,359 $147.4M
Rhumbline Advisers 0.12% Reduce -1.5% 452,830 $145.0M
NorthCoast Asset Management LLC 0.60% Reduce -9.8% 440,539 $141.0M
CCLA Investment Management 2.21% Add +6.5% 422,130 $135.1M
Millennium Management 0.12% Reduce -3.8% 408,818 $130.9M
Congress Asset Management Co. 0.88% Reduce -12.2% 401,712 $128.6M
CI Investments Inc. 0.48% Reduce -0.1% 399,577 $127.9M
T. Rowe Price Associates Inc. 0.01% Reduce -7.2% 395,654 $126.7M
California State Teachers Retirement System 0.14% Add +11.0% 389,897 $124.8M
Sei Investments Co. 0.14% Reduce -0.7% 384,822 $123.2M
Allianz Asset Management GmbH 0.16% Reduce -17.6% 378,156 $121.1M
Assenagon Asset Management S.A. 0.19% Add +210.1% 368,437 $117.9M
Woodline Partners LP 0.61% Add +3018.4% 363,575 $116.4M
BNP Paribas Financial Markets 0.09% Add +3.1% 362,333 $116.0M
Regions Financial Corp. 0.80% Reduce -7.3% 361,047 $115.6M
Franklin Resources Inc. 0.03% Reduce -32.3% 357,498 $114.4M
Fenimore Asset Management Inc 2.28% Reduce -2.9% 356,342 $114.1M
Renaissance Technologies 0.15% Add +9.6% 349,600 $111.9M
New York State Common Retirement Fund 0.15% Add +87.5% 342,723 $109.7M
Nomura Asset Management Co. Ltd. 0.29% Reduce -12.1% 334,279 $107.0M
Natixis Advisors, LLC 0.17% Reduce -14.7% 329,935 $105.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Reduce -3.6% 323,355 $103.5M
Westfield Capital Management Co. LP 0.43% Reduce -0.9% 321,606 $103.0M
CIBC Private Wealth Group LLC 0.18% Add +0.8% 307,672 $98.5M
Zacks Investment Management 0.82% Add +1.1% 299,068 $95.7M
Welch & Forbes LLC 1.18% Reduce -1.1% 294,591 $94.3M
Woodley Farra Manion Portfolio Management Inc. 4.08% Reduce -1.3% 270,941 $86.7M
CANADA LIFE ASSURANCE Co 0.13% Add +9.2% 262,869 $84.2M
Aviva PLC 0.17% Reduce -34.9% 263,000 $84.2M
Kornitzer Capital Management Inc. 1.68% Reduce -1.8% 258,560 $82.8M
Comerica Bank 0.32% Add +0.0% 257,697 $82.5M
Citigroup Inc. 0.06% Reduce -5.1% 254,448 $81.5M
LPL Financial LLC 0.03% Add +6.0% 238,844 $76.5M
Westwood Holdings Group Inc. 0.55% Reduce -0.6% 236,565 $75.7M
Russell Investments Group, Ltd. 0.10% Add +3.5% 234,681 $75.1M
Danske Bank A/S 0.18% Add +21.1% 231,342 $74.1M
State Board of Administration of Florida Retirement System 0.13% Add +2.8% 228,964 $73.3M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +512.4% 226,803 $72.6M
Bank of Montreal 0.04% Reduce -8.9% 225,323 $72.1M
Welch Group, LLC 3.00% Reduce -0.8% 224,038 $71.7M
King Luther Capital Management Corp. 0.31% Reduce -7.6% 222,772 $71.3M
Ameriprise Financial Inc. 0.02% Reduce -7.0% 221,319 $70.6M
Stifel Financial Corp. 0.07% Add +16.5% 215,775 $69.1M
Freestone Grove Partners LP 0.52% Add +11.3% 215,065 $68.8M
Employees Retirement System of Texas 0.66% Reduce -2.7% 214,600 $68.7M
Eventide Asset Management, LLC 1.18% Add +0.7% 210,571 $67.4M
NewEdge Advisors, LLC 0.35% Add +1.3% 209,308 $67.0M
Capital Group Private Client Services, Inc. 0.55% Reduce -2.1% 198,484 $63.5M
Axiom Investors LLC 0.52% Reduce -74.7% 197,748 $63.3M
National Bank of Canada 0.07% Add +6.5% 197,576 $63.2M
Old Republic International Corp. 2.39% No change 190,800 $61.1M
Gateway Investment Advisers LLC 0.64% Reduce -2.1% 183,472 $58.7M
MML Investors Services, LLC 0.17% Add +2.9% 182,774 $58.5M
Retirement Systems of Alabama 0.20% Reduce -1.1% 177,643 $56.9M
New York State Teachers Retirement System 0.12% Reduce -1.4% 176,652 $56.5M
Mountain Pacific Investment Advisers LLC 4.09% Reduce -2.9% 175,977 $56.3M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -6.2% 175,820 $56.3M
Capital International, Inc. 0.54% Add +28.3% 173,805 $55.6M
Storebrand Asset Management As 0.16% Add +4.6% 167,515 $53.6M
Susquehanna International Group, LLP 0.08% Add +679.6% 162,674 $52.1M
First Trust Advisors LP 0.04% Add +59.1% 160,687 $51.4M
Prudential Financial Inc. 0.07% Add +15.5% 158,467 $50.7M
Clark Capital Management Group, Inc. 0.34% Add +1.4% 155,303 $49.7M
Royal London Asset Management Ltd. 0.11% Reduce -1.3% 152,170 $48.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.28% Reduce -4.8% 148,538 $47.5M
Marshall Wace, LLP 0.06% Reduce -39.9% 147,138 $47.1M
KBC Group NV 0.13% Reduce -4.0% 146,962 $47.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.81% Reduce -4.0% 146,105 $46.8M
State of Wisconsin Investment Board 0.11% Add +1.4% 144,112 $46.1M
Korea Investment CORP 0.10% Reduce -1.7% 141,675 $45.4M
Beacon Pointe Advisors, LLC 0.47% Reduce -0.2% 140,121 $44.9M
Aberdeen Group plc 0.08% Add +3.9% 139,796 $44.8M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -11.8% 138,159 $44.2M
Toronto Dominion Bank 0.09% Add +3.7% 136,496 $43.7M
Federation des caisses Desjardins du Quebec 0.19% Add +7.5% 135,530 $43.4M
Chevy Chase Trust Holdings, LLC 0.13% Add +1.4% 135,370 $43.3M
AQR Capital Management 0.04% Reduce -1.5% 134,503 $42.7M
Fort Washington Investment Advisors Inc. 0.24% Add +2.2% 132,802 $42.5M
Premier Fund Managers Ltd 1.51% Add +0.4% 130,544 $41.5M
Cullen/Frost Bankers, Inc. 0.52% Add +0.0% 129,276 $41.4M
Moore Capital Management, LP 0.88% New 128,432 $41.1M
Benjamin Edwards Inc. 0.51% Add +3.3% 125,455 $40.2M
Pictet Asset Management Holding SA 0.04% Add +9.8% 125,099 $40.0M
Dearborn Partners LLC 1.89% Add +1.1% 124,890 $40.0M
Anchor Capital Advisors LLC 1.17% Reduce -1.4% 124,156 $39.7M
TrinityBridge Ltd 1.15% Reduce -60.1% 122,695 $39.3M
Nissay Asset Management Corp. /Japan 0.23% Reduce -46.7% 122,416 $39.2M
Schroder Investment Management Group 0.03% Reduce -6.8% 121,991 $39.1M
Sequoia Financial Advisors, LLC 0.27% Add +4.3% 121,783 $39.0M
Campbell Newman Asset Management Inc. 3.08% Reduce -3.7% 120,880 $38.7M
Macquarie Group Ltd. 0.05% Add +8.6% 120,459 $38.6M
ASR Vermogensbeheer N.V. 0.49% Add +33.5% 118,559 $38.0M
Treasurer of the State of North Carolina 0.12% Add +5.3% 118,467 $37.9M
Blair William & Co. 0.10% Add +18.9% 116,969 $37.4M
Captrust Financial Advisors 0.08% Add +0.9% 113,086 $36.2M
Ferguson Wellman Capital Management, Inc. 0.63% Add +1.7% 111,979 $35.8M
Asset Management One Co., Ltd. 0.11% Add +3.5% 111,964 $35.8M
Truist Financial Corp. 0.05% Reduce -1.6% 110,998 $35.5M
Mackenzie Financial Corp. 0.05% Reduce -16.1% 109,557 $35.1M
DekaBank Deutsche Girozentrale 0.06% Add +6.2% 109,639 $35.1M
Lighthouse Investment Partners, LLC 1.50% Add +44.6% 107,482 $34.4M
Thomasville National Bank 2.34% Reduce -4.2% 107,222 $34.3M
Central Securities Corp 2.97% No change 105,000 $33.6M
Resona Asset Management Co.,Ltd. 0.16% Add +4.7% 105,084 $33.6M
HRT Financial LP 0.15% New 104,807 $33.5M
Public Employees Retirement System of Ohio 0.11% Add +36.6% 103,434 $33.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +105.3% 103,332 $33.0M
STRS Ohio 0.12% Reduce -9.4% 102,334 $32.8M
Cornerstone Capital, Inc. 3.35% Reduce -4.7% 100,186 $32.1M
Fortress Investment Group LLC 4.62% New 100,000 $32.0M
Capital International Sarl 0.61% Add +1.0% 99,357 $31.8M
Mn Services Vermogensbeheer B.V. 0.21% Add +19.6% 95,610 $30.6M
Sonora Investment Management Group, LLC 2.21% Reduce -8.2% 92,827 $29.7M
Swedbank AB 0.03% Add +25.9% 91,942 $29.4M
KLP Kapitalforvaltning As 0.12% Add +5.5% 90,410 $28.9M
Chilton Capital Management LLC 1.05% New 89,347 $28.6M
State of Tennessee, Department of Treasury 0.10% Add +6.7% 89,011 $28.5M
Calamos Advisors LLC 0.18% No change 88,636 $28.4M
PNC Financial Services Group, Inc. 0.02% Add +27.4% 87,146 $27.9M
State of New Jersey Common Pension Fund D 0.11% Add +2.1% 85,749 $27.4M
Rafferty Asset Management, LLC 0.09% Add +2.1% 85,149 $27.3M
Victory Capital Management Inc. 0.02% Reduce -21.5% 84,601 $27.1M
Dakota Wealth Management 0.57% Reduce -10.5% 84,309 $27.0M
ARS Investment Partners, LLC 1.97% Add +1.1% 84,212 $27.0M
Cumberland Partners Ltd 1.85% Reduce -9.4% 83,494 $26.7M
Van Hulzen Asset Management, LLC 2.22% Add +5.1% 83,122 $26.6M
BNP Paribas 0.86% Add +0.8% 83,025 $26.5M
US Bancorp \de 0.03% Add +0.2% 82,573 $26.4M
Teacher Retirement System of Texas 0.11% Reduce -3.3% 82,560 $26.4M
Investment Management Corp of Ontario 0.38% Reduce -1.0% 81,236 $26.0M
Canada Pension Plan Investment Board 0.02% Reduce -7.9% 79,669 $25.5M
Tredje AP-fonden 0.20% No change 79,212 $25.4M
Baldwin Wealth Partners LLC 1.71% Reduce -1.4% 78,717 $25.2M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Reduce -4.6% 78,667 $25.2M
Cetera Investment Advisers 0.04% Add +2.7% 77,753 $24.9M
PhiloSmith Capital Corp 6.92% No change 77,725 $24.9M
Prospector Partners LLC 2.91% Reduce -3.8% 77,663 $24.9M
Handelsbanken Fonder AB 0.09% Add +18.5% 77,415 $24.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Add +19.9% 77,294 $24.7M
Quantinno Capital Management LP 0.11% Add +12.7% 77,023 $24.7M
Annex Advisory Services, LLC 0.59% Add +16.1% 76,997 $24.6M
Arizona State Retirement System 0.14% Add +2.0% 74,762 $23.9M
Twinbeech Capital LP 0.54% New 74,271 $23.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +37.1% 74,190 $23.7M
Neuberger Berman Group LLC 0.02% Reduce -55.0% 74,004 $23.7M
Weiss Asset Management LP 0.44% New 73,201 $23.4M
Envestnet Portfolio Solutions, Inc. 0.08% Add +14.8% 71,934 $23.0M
CW Advisors, LLC 0.22% Reduce -0.7% 71,688 $22.9M
Baltimore-Washington Financial Advisors, Inc. 1.06% Add +29.3% 70,936 $22.7M
State of Michigan Retirement System 0.12% Add +0.9% 69,587 $22.3M
Creative Planning 0.02% Reduce -1.4% 69,240 $22.2M
11 Capital Partners LP 6.89% Add +48.5% 68,464 $21.9M
Ilmarinen Mutual Pension Insurance Co 0.18% Reduce -10.5% 68,100 $21.8M
North Point Portfolio Managers Corp. 3.73% Reduce -1.7% 67,876 $21.7M
Bristlecone Advisors, LLC 1.82% Reduce -0.7% 67,794 $21.7M
Lawson Kroeker Investment Management Inc. 3.95% Reduce -2.9% 66,293 $21.2M
Forsta Ap-Fonden 0.14% Add +10.7% 66,000 $21.1M
MetLife Investment Management, LLC 0.12% Reduce -1.1% 65,916 $21.1M
Nisa Investment Advisors, LLC 0.09% Add +0.9% 65,697 $21.0M
Fisher Funds Management LTD 0.50% Reduce -24.7% 65,466 $21.0M
Corient Private Wealth LP 0.03% Reduce -13.1% 64,874 $20.8M
Professional Advisory Services Inc. 2.56% Reduce -0.2% 64,609 $20.7M
CIBC Asset Management Inc 0.06% Add +5.3% 64,383 $20.6M
Mariner, LLC 0.03% Add +6.6% 64,042 $20.5M
Payden & Rygel 1.69% Reduce -5.1% 63,700 $20.4M
Janney Montgomery Scott LLC 0.05% Add +98.4% 63,029 $20.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +8.0% 62,810 $20.1M
Czech National Bank 0.16% Add +7.2% 62,599 $20.0M
Alley Investment Management Company, LLC 2.38% Add +0.9% 61,510 $19.7M
Mediolanum International Funds Ltd 0.23% Reduce -20.3% 60,487 $19.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Reduce -0.4% 59,799 $19.1M
Longbow Finance SA 2.03% Add +399.7% 59,360 $19.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -11.3% 59,661 $19.0M
HighTower Advisors, LLC 0.02% Add +1.0% 57,939 $18.5M
D. Scott Neal, Inc. 9.19% Add +0.1% 57,614 $18.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +15.7% 57,342 $18.4M
Capstone Investment Advisors, LLC 0.19% New 57,174 $18.3M
ProShare Advisors LLC 0.04% Reduce -4.9% 56,645 $18.1M
Distillate Capital Partners LLC 0.95% Reduce -4.8% 55,330 $17.7M
Capital International Ltd. 0.67% Reduce -4.6% 54,990 $17.6M
Daiwa Securities Group Inc. 0.07% Add +3.0% 54,984 $17.6M
Geneos Wealth Management Inc. 0.43% Add +29.3% 54,525 $17.5M
Public Sector Pension Investment Board 0.07% Reduce -22.6% 52,667 $16.9M
Ensign Peak Advisors, Inc 0.03% Reduce -11.3% 52,428 $16.8M
Brevan Howard Capital Management LP 0.18% New 51,969 $16.6M
Running Oak Capital LLC 1.85% Add +6.5% 51,867 $16.6M
Sanctuary Advisors, LLC 0.10% Add +0.8% 51,746 $16.6M
Newport Capital Group, LLC 11.14% Reduce -0.0% 51,330 $16.4M
Picton Mahoney Asset Management 0.23% Add +17.7% 50,728 $16.2M
State of Alaska, Department of Revenue 0.17% Reduce -2.0% 50,637 $16.2M
Amalgamated Bank 0.12% Add +2.5% 50,357 $16.1M
Vident Advisory, LLC 0.18% Add +583.8% 50,139 $16.1M
Rench Wealth Management, Inc. 5.01% Add +0.6% 49,475 $15.8M
Thrivent Financial for Lutherans 0.04% Reduce -12.9% 48,950 $15.7M
Tompkins Financial Corp. 1.43% Reduce -4.0% 48,701 $15.6M
DNB Asset Management AS 0.06% Add +10.1% 48,510 $15.5M
South Street Advisors LLC 2.30% Add +8.6% 48,433 $15.5M
Appleton Partners Inc. 1.09% Reduce -0.4% 48,290 $15.5M
FineMark National Bank & Trust 0.52% Reduce -0.5% 48,090 $15.4M
IFM Investors Pty Ltd 0.15% Add +8.4% 47,638 $15.2M
Erste Asset Management GmbH 0.13% Add +75.3% 47,580 $15.1M
GW&K Investment Management, LLC 0.13% Reduce -17.6% 46,845 $15.0M
Osaic Holdings, Inc. 0.03% Add +99.0% 44,217 $14.5M
Kestra Advisory Services, LLC 0.07% Add +247.1% 45,013 $14.4M
Kingdon Capital Management, L.L.C. 2.78% New 45,000 $14.4M
Man Group plc 0.03% Reduce -3.3% 44,992 $14.4M
Busey Bank 0.44% Add +2.0% 44,708 $14.3M
United Capital Financial Advisors, LLC 0.11% Reduce -1.9% 43,636 $14.0M
Oppenheimer Asset Management Inc. 0.16% Reduce -8.8% 43,389 $13.9M
Segment Wealth Management, LLC 0.88% Reduce -1.1% 43,332 $13.9M
Railway Pension Investments Ltd 0.19% Add +3.9% 42,900 $13.7M
O'shaughnessy Asset Management, LLC 0.09% Add +5.1% 42,882 $13.7M
Xponance LLC 0.11% Add +11.4% 41,797 $13.4M
Verity & Verity, LLC 1.14% Add +0.1% 41,306 $13.2M
Varma Mutual Pension Insurance Co 0.10% Add +9.6% 41,250 $13.2M
USS Investment Management Ltd 0.08% Add +17.9% 41,199 $13.2M
First Citizens Bank & Trust Co. 0.24% Add +39.5% 41,069 $13.1M
Utah Retirement Systems 0.14% Add +0.5% 40,915 $13.1M
Assetmark, Inc. 0.03% Add +39.8% 40,567 $13.0M
Natixis 0.06% Add +241.9% 40,501 $13.0M
Mercer Global Advisors Inc. 0.03% Add +8.8% 39,798 $12.7M
Cerity Partners LLC 0.02% Add +7.7% 38,502 $12.3M
Hudson Bay Capital Management LP 0.09% Add +9.9% 38,482 $12.3M
Police & Firemen's Retirement System of New Jersey 0.11% Add +7.6% 38,477 $12.3M
Brookstone Capital Management 0.16% Add +22.8% 38,413 $12.3M
New York Life Investment Management LLC 0.11% Add +2.3% 38,329 $12.3M
Talbot Financial, LLC 1.15% Add +15.8% 38,090 $12.2M
Cibc World Market Inc. 0.03% Reduce -19.3% 37,992 $12.2M
Commonwealth Equity Services, LLC 0.02% Add +4.3% 37,378 $12.0M
Pathstone Holdings, LLC 0.05% Reduce -7.0% 36,659 $11.8M
Renaissance Investment Group LLC 2.56% Add +0.8% 36,905 $11.8M
Hantz Financial Services, Inc. 0.18% Reduce -8.1% 35,342 $11.3M
Gotham Asset Management 0.07% Add +21.6% 35,260 $11.3M
Brant Point Investment Management LLC 2.56% Add +0.1% 35,072 $11.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +15.3% 34,548 $11.1M
Park Avenue Securities LLC 0.10% New 34,396 $11.0M
Public Employees Retirement Association of Colorado 0.04% Add +4.3% 34,397 $11.0M
Exencial Wealth Advisors, LLC 0.38% Reduce -54.4% 34,085 $10.9M
Cooper Investors PTY Ltd. 1.97% Reduce -32.4% 33,884 $10.8M
Rathbones Group PLC 0.05% Add +8.5% 33,604 $10.8M
Yousif Capital Management, LLC 0.12% Reduce -0.0% 33,518 $10.7M
Baird Financial Group, Inc. 0.02% Add +4.1% 33,475 $10.7M
William Blair Investment Management, LLC 0.03% Reduce -53.4% 33,385 $10.7M
Sigma Investment Counselors Inc. 0.58% Add +3.8% 32,980 $10.6M
Smithbridge Asset Management Inc. 1.82% Reduce -0.5% 32,520 $10.4M
McKinley Carter Wealth Services, Inc. 0.58% Add +4.7% 32,419 $10.4M
Cibc World Markets Corp. 0.07% Add +5.7% 32,214 $10.3M
Wealthfront Advisers LLC 0.03% Add +2.1% 32,177 $10.3M
Polar Capital Holdings Plc 0.05% Reduce -38.6% 31,967 $10.2M
Dorsey Wright & Associates 2.40% Add +3.9% 31,516 $10.1M
North Star Investment Management Corp. 0.70% Reduce -3.6% 31,209 $10.0M
Citadel Advisors 0.01% Reduce -5.2% 30,696 $9.8M
First Manhattan Co. Llc. 0.03% Reduce -1.1% 30,575 $9.8M
Bahl & Gaynor LLC 0.05% No change 30,475 $9.8M
M&T Bank Corp 0.03% Reduce -0.4% 30,344 $9.7M
Private Advisor Group, LLC 0.05% Reduce -0.1% 29,944 $9.6M
Strategy Asset Managers LLC 1.79% Add +2.3% 29,933 $9.6M
Squarepoint Ops LLC 0.02% Add +337.0% 29,850 $9.6M
Mutual of America Capital Management LLC 0.10% Reduce -0.7% 29,369 $9.4M
Focus Partners Wealth 0.02% Add +5.8% 29,315 $9.4M
PFG Advisors 0.43% Add +13.6% 29,265 $9.4M
Marks Group Wealth Management, Inc 0.86% Reduce -0.1% 28,934 $9.3M
Swiss Life Asset Management Ltd 0.06% Add +5.6% 28,837 $9.2M
Rockefeller Capital Management L.P. 0.02% Add +3.3% 28,709 $9.2M
Intech Investment Management LLC 0.09% Add +6.0% 28,570 $9.1M
Bath Savings Trust Co 0.91% Add +17.1% 28,049 $9.0M
Vanguard Personalized Indexing Management, LLC 0.10% Add +14.7% 27,960 $9.0M
Donor Advised Charitable Giving, Inc. 0.18% Add +73.8% 27,855 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -28.0% 27,663 $8.9M
Fourpath Capital Management, LLC 1.37% Reduce -1.4% 27,283 $8.7M
Prudential PLC 0.05% Add +195.6% 27,262 $8.7M
Flputnam Investment Management Co. 0.15% Add +2.5% 27,047 $8.7M
OP Asset Management Ltd 0.13% Add +3.6% 27,019 $8.6M
Avantax Advisory Services, Inc. 0.05% Add +16.3% 26,655 $8.5M
Bank of Nova Scotia 0.02% Add +1.0% 26,553 $8.5M
Pacer Advisors, Inc. 0.02% Add +37.1% 26,448 $8.5M
XTX Topco Ltd 0.35% New 26,362 $8.4M
Tocqueville Asset Management L.P. 0.13% Add +0.1% 26,214 $8.4M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +41.9% 26,100 $8.4M
James Investment Research, Inc. 0.99% Reduce -2.3% 26,004 $8.3M
Capitolis Liquid Global Markets LLC 0.06% New 26,000 $8.3M
Jackson Wealth Management, LLC 0.90% Reduce -1.0% 25,928 $8.3M
Ethic Inc. 0.15% Reduce -21.6% 26,053 $8.3M
GAMCO Investors 0.08% Add +9.6% 25,728 $8.2M
Fifth Third Bancorp 0.03% Reduce -7.2% 25,678 $8.2M
Atria Investments, Inc 0.10% Add +1.2% 25,401 $8.1M
EULAV Asset Management 0.19% No change 25,400 $8.1M
Nordea Investment Management AB 0.01% Add +8.2% 25,583 $8.1M
Douglass Winthrop Advisors, LLC 0.15% Reduce -0.1% 25,202 $8.1M
Sit Investment Associates Inc. 0.17% Reduce -0.5% 25,064 $8.0M
Nicola Wealth Management LTD. 0.75% Reduce -21.9% 25,000 $8.0M
Cwm, LLC 0.03% Reduce -1.2% 24,982 $8.0M
KG Capital Management 2.36% Add +1.4% 24,969 $8.0M
Ascent Wealth Partners, LLC 0.98% Add +0.4% 24,838 $8.0M
Commerce Bank 0.04% Reduce -0.9% 23,560 $7.5M
Stratos Wealth Partners, LTD. 0.10% Reduce -1.7% 23,225 $7.4M
Prospera Financial Services Inc 0.14% Add +2.7% 23,010 $7.4M
Ayrshire Capital Management LLC 3.53% Reduce -3.1% 22,989 $7.4M
HighPoint Advisor Group LLC 0.38% Add +5.6% 22,379 $7.2M
Candriam S.C.A. 0.04% Add +4.1% 22,291 $7.1M
Oregon Public Employees Retirement Fund 0.12% No change 22,036 $7.1M
Colonial Trust Co / SC 1.02% Reduce -0.5% 21,878 $7.0M
Vontobel Holding Ltd. 0.02% Reduce -2.4% 21,644 $6.9M
Silvercrest Asset Management Group LLC 0.05% Add +3.0% 21,414 $6.9M
AIA Group Ltd 0.15% Reduce -3.3% 21,359 $6.8M
Marsico Capital Management LLC 0.19% Reduce -13.6% 21,347 $6.8M
CENTRAL TRUST Co 0.16% Add +0.2% 21,011 $6.7M
Ieq Capital, LLC 0.04% Reduce -24.6% 20,929 $6.7M
Gabelli Funds LLC 0.05% Add +16.9% 20,925 $6.7M
Duncker Streett & Co. Inc. 1.20% Add +0.1% 20,489 $6.6M
Atlantic Union Bankshares Corp 0.15% Add +1.9% 20,342 $6.5M
Chicago Partners Investment Group LLC 0.19% Add +87.7% 20,846 $6.5M
Engineers Gate Manager LP 0.08% New 20,156 $6.5M
First American Bank 0.44% Add +4.3% 20,004 $6.4M
Peapack Gladstone Financial Corp. 0.09% Add +2919.2% 19,987 $6.4M
Family Legacy, Inc. 2.06% Reduce -5.2% 19,814 $6.3M
Teachers Retirement System of the State of Kentucky 0.05% Add +2.1% 19,697 $6.3M
Callan Family Office, LLC 0.20% Add +84.0% 19,603 $6.3M
Empowered Funds, LLC 0.07% Add +86.1% 19,529 $6.3M
Elo Mutual Pension Insurance Co 0.13% New 19,420 $6.2M
Pittenger & Anderson Inc. 0.22% Add +3.7% 19,147 $6.1M
Torray Investment Partners LLC 0.89% Reduce -6.6% 19,062 $6.1M
Private Management Group Inc. 0.20% New 18,810 $6.0M
Journey Advisory Group, LLC 0.47% Add +1.0% 18,789 $6.0M
Gillson Capital LP 0.46% Reduce -27.7% 18,722 $6.0M
Spirepoint Private Client, LLC 0.67% Add +3.4% 18,634 $6.0M
U.S. Capital Wealth Advisors, LLC 0.17% Add +174.8% 18,529 $5.9M
Tower Research Capital LLC (TRC) 0.16% Add +143.4% 18,508 $5.9M
Avanza Fonder AB 0.17% Add +0.3% 18,455 $5.9M
Silvant Capital Management LLC 0.22% Reduce -25.5% 18,441 $5.9M
Sterling Capital Management LLC 0.08% Reduce -36.9% 18,133 $5.8M
Segall Bryant & Hamill, LLC 0.08% Reduce -13.6% 17,895 $5.7M
UniSuper Management Pty Ltd 0.04% Reduce -0.6% 17,717 $5.7M
Mizuho Securities USA LLC 0.12% — 17,696 $5.7M
1832 Asset Management L.P. 0.01% Reduce -97.2% 17,662 $5.7M
Generate Investment Management Ltd 0.31% New 17,601 $5.6M
Bfsg, LLC 0.63% Reduce -2.6% 17,597 $5.6M
DAVENPORT & Co LLC 0.03% Add +3.7% 17,469 $5.6M
Oddo BHF Asset Management Sas 0.21% Reduce -0.2% 17,343 $5.6M
Sitrin Capital Management LLC 2.81% No change 17,202 $5.5M
Keebeck Wealth Management 0.72% Reduce -0.0% 17,068 $5.5M
NEOS Investment Management LLC 0.07% Add +26.4% 17,065 $5.5M
Ballew Advisors, Inc 3.16% Reduce -5.8% 16,755 $5.3M
Brookmont Capital Management 3.03% Reduce -2.6% 16,535 $5.3M
Barbara Oil Co. 2.08% No change 16,500 $5.3M
Quantbot Technologies LP 0.13% New 16,389 $5.2M
TD Private Client Wealth LLC 0.13% Reduce -18.5% 15,934 $5.1M
Wendell David Associates Inc. 0.51% Add +6.4% 15,932 $5.1M
Kentucky Retirement Systems 0.15% Reduce -6.2% 15,752 $5.0M
Romano Brothers and Company 0.62% Reduce -1.6% 15,702 $5.0M
Hartford Investment Management Co. 0.16% Reduce -0.4% 15,495 $5.0M
Hennion & Walsh Asset Management, Inc. 0.20% Add +1.8% 15,447 $4.9M
Two Sigma Securities, LLC 0.61% New 15,330 $4.9M
Transamerica Financial Advisors, LLC 0.45% Reduce -20.3% 15,125 $4.8M
Andra AP-fonden 0.07% Add +420.7% 15,100 $4.8M
Triasima Portfolio Management inc. 0.88% Reduce -7.0% 15,077 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.9% 14,861 $4.8M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -40.9% 14,843 $4.8M
Orion Porfolio Solutions, LLC 0.04% Add +14.8% 14,758 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 14,576 $4.7M
Factory Mutual Insurance Co. 0.05% Add +107.1% 14,500 $4.6M
Oxbow Advisors, LLC 0.51% No change 14,424 $4.6M
New Age Alpha Advisors, LLC 0.20% Reduce -18.6% 14,274 $4.6M
Prescott Group Capital Management, L.L.C. 0.53% Add +2.9% 14,138 $4.5M
Aster Capital Management (DIFC) Ltd 1.01% Add +424.4% 13,890 $4.4M
Coldstream Capital Management Inc. 0.07% Add +4.3% 13,720 $4.4M
Pinebridge Investments, L.P. 0.03% New 13,629 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -1.5% 13,500 $4.3M
Legacy Wealth Management, LLC / MS 1.31% Reduce -5.7% 13,491 $4.3M
Bradley Foster & Sargent Inc. 0.07% Add +0.3% 13,400 $4.3M
Securian Asset Management, Inc. 0.12% Reduce -0.5% 13,381 $4.3M
Occudo Quantitative Strategies LP 0.48% New 13,341 $4.3M
Y-Intercept (Hong Kong) Ltd 0.10% New 13,265 $4.2M
Nelson Capital Management, LLC 0.56% Add +1.2% 13,169 $4.2M
Norinchukin Bank, The 0.06% Add +11.7% 13,147 $4.2M
TD Waterhouse Canada Inc. 0.03% Add +13.4% 13,027 $4.2M
Arthur M. Cohen & Associates, LLC 0.73% Add +4.2% 12,975 $4.2M
Verition Fund Management LLC 0.02% Add +1265.7% 12,947 $4.1M
Taikang Asset Management (Hong Kong) Co Ltd 0.53% Add +14.4% 12,878 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -22.9% 12,852 $4.1M
Principal Securities, Inc. 0.08% Add +13.5% 12,847 $4.1M
Gulf International Bank (UK) Ltd 0.14% Reduce -12.2% 12,756 $4.1M
Trust Co. of Toledo NA 0.45% Reduce -5.3% 12,676 $4.1M
Brasada Capital Management, LP 0.69% Add +1.8% 12,661 $4.0M
GAM Holding AG 0.28% Reduce -10.3% 12,547 $4.0M
Merit Financial Group, LLC 0.04% Add +47.7% 12,531 $4.0M
AlphaStar Capital Management, LLC 0.28% New 12,454 $4.0M
Metis Global Partners, LLC 0.10% Reduce -2.7% 12,436 $4.0M
Vaughan Nelson Investment Management, L.P. 0.04% Reduce -85.4% 12,395 $4.0M
ING Groep NV 0.02% Add +8.6% 12,386 $4.0M
Maryland State Retirement & Pension System 0.09% Add +7.3% 12,326 $3.9M
SVB Wealth LLC 0.21% New 12,303 $3.9M
Robbins Farley 1.82% Add +0.5% 12,221 $3.9M
Crossmark Global Holdings, Inc. 0.06% Reduce -14.1% 12,193 $3.9M
New Vernon Investment Management LLC 4.52% Reduce -50.0% 12,141 $3.9M
Bollard Group LLC 0.09% Add +4.9% 12,116 $3.9M
Telligent Fund, LP 3.51% Add +6.2% 12,000 $3.8M
Hilltop Holdings Inc. 0.25% Reduce -3.3% 11,987 $3.8M
Parallax Volatility Advisers, L.P. 0.19% New 11,962 $3.8M
NewEdge Wealth, LLC 0.06% Reduce -7.1% 13,111 $3.8M
Chicago Capital, LLC 0.09% Add +6.7% 11,737 $3.8M
New Mexico Educational Retirement Board 0.12% No change 11,650 $3.7M
Sovereign's Capital Management, LLC 1.99% Add +8.3% 11,629 $3.7M
WINTON GROUP Ltd 0.19% New 11,561 $3.7M
Daiichi Life Insurance Co., Ltd. 0.10% No change 11,498 $3.7M
Capital Group Investment Management Pte. LTD. 0.65% Reduce -4.8% 11,475 $3.7M
iSAM Funds (UK) Ltd 0.80% New 11,473 $3.7M
Dark Forest Capital Management LP 0.15% Add +22.7% 11,432 $3.7M
Clearstead Advisors, LLC 0.05% Add +0.9% 11,395 $3.6M
Prosperity Consulting Group, LLC 0.26% Reduce -4.8% 11,244 $3.6M
Two Sigma Advisers, LP 0.01% New 11,100 $3.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.4% 11,121 $3.6M
E. Ohman J:or Asset Management AB 0.09% Reduce -1.2% 11,075 $3.5M
Cornerstone Advisors, LLC 0.12% No change 11,000 $3.5M
WESPAC Advisors SoCal, LLC 0.78% New 10,945 $3.5M
Whittier Trust Co. 0.04% Reduce -0.2% 10,866 $3.5M
Allworth Financial LP 0.02% Add +175.7% 10,855 $3.5M
Qube Research & Technologies Ltd 0.00% New 10,711 $3.4M
Choreo, LLC 0.05% Reduce -22.3% 10,647 $3.4M
Jones Financial Companies LLLP 0.00% Add +100.7% 10,525 $3.3M
Summit Global Investments 0.20% Add +96.1% 10,438 $3.3M
Terra Nova Asset Management LLC 2.30% Add +0.6% 10,268 $3.3M
Stonebridge Capital Management Inc. 1.28% Reduce -4.4% 10,262 $3.3M
Walleye Trading LLC 0.08% Add +316.6% 10,224 $3.3M
Tilia Fiduciary Partners, Inc. 2.00% Add +1.2% 10,213 $3.3M
DMKC Advisory Services, LLC 1.69% New 10,307 $3.2M
Lombard Odier Asset Management (Switzerland) SA 0.16% Reduce -0.5% 10,019 $3.2M
Ancora Advisors LLC 0.07% Add +0.6% 10,015 $3.2M
Anthracite Investment Company, Inc. 1.67% No change 10,000 $3.2M
Game Creek Capital, LP 1.64% No change 10,000 $3.2M
Virtu Financial LLC 0.16% New 10,000 $3.2M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +17.4% 9,993 $3.2M
Trueblood Wealth Management, LLC 1.34% Add +1.9% 9,990 $3.2M
Fairfield Financial Advisors, LTD 1.12% Add +21.4% 9,961 $3.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -22.0% 9,903 $3.2M
Ritholtz Wealth Management 0.07% Add +8.2% 9,835 $3.1M
AG2R La Mondiale Gestion D'actifs 0.16% Add +4.0% 9,703 $3.1M
Lombard Odier Asset Management (USA) Corp 0.95% Add +30.4% 9,565 $3.1M
Synovus Financial Corp. 0.04% Reduce -1.1% 9,556 $3.1M
Apollon Wealth Management, LLC 0.06% Add +30.3% 9,385 $3.0M
Leavell Investment Management, Inc. 0.13% Add +3.5% 9,338 $3.0M
Jane Street Group, LLC 0.00% Reduce -83.8% 9,337 $3.0M
Old North State Trust, LLC 2.03% Reduce -3.2% 9,295 $3.0M
UMB Bank, n.a. 0.05% Add +0.5% 9,294 $3.0M
Knollwood Investment Advisory, LLC 0.28% No change 9,200 $2.9M
HB Wealth Management, LLC 0.02% Reduce -8.1% 9,184 $2.9M
Qsemble Capital Management, LP 0.28% New 9,181 $2.9M
QRG Capital Management, Inc. 0.03% Reduce -10.7% 9,174 $2.9M
LGT Fund Management Co Ltd. 0.26% Add +20.3% 9,145 $2.9M
Glenmede Investment Management, LP 0.01% — 9,115 $2.9M
Lido Advisors, LLC 0.02% Add +27.7% 8,963 $2.9M
Exchange Traded Concepts, LLC 0.04% Add +2685.7% 8,942 $2.9M
Jump Financial, LLC 0.04% New 8,826 $2.8M
Heritage Family Offices, LLP 1.38% Add +10.4% 7,999 $2.7M
Illinois Municipal Retirement Fund 0.04% Reduce -35.0% 8,394 $2.7M
Harbor Advisors LLC 0.44% No change 8,375 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +7.3% 8,347 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +1.0% 8,169 $2.6M
First Nebraska Trust Co 0.25% No change 8,099 $2.6M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -0.3% 8,009 $2.6M
Wolverine Trading, LLC 0.06% New 8,000 $2.5M
Farther Finance Advisors, LLC 0.05% Reduce -9.4% 7,872 $2.5M
Provident Wealth Management, LLC 0.82% No change 7,819 $2.5M
VeraBank, N.A. 0.50% Add +136.2% 7,800 $2.5M
Concurrent Investment Advisors, LLC 0.05% Add +2.0% 7,783 $2.5M
Fulcrum Asset Management LLP 0.71% — 7,774 $2.5M
Harvest Investment Services, LLC 0.56% Add +99.6% 7,764 $2.5M
Tidal Investments LLC 0.02% Reduce -31.7% 7,730 $2.5M
Trillium Asset Management, LLC 0.07% No change 7,726 $2.5M
OMERS ADMINISTRATION Corp 0.02% No change 7,725 $2.5M
Bailard, Inc. 0.06% New 7,698 $2.5M
Siemens Fonds Invest GmbH 0.14% Add +10.9% 7,691 $2.5M
Quantessence Capital LLC 0.71% New 7,548 $2.4M
Advisory Services Network, LLC 0.04% Add +3.4% 8,399 $2.4M
Bright Rock Capital Management, LLC 0.49% No change 7,500 $2.4M
OneDigital Investment Advisors LLC 0.03% Reduce -6.4% 7,499 $2.4M
Wealthspire Advisors, LLC 0.01% Reduce -1.3% 7,474 $2.4M
Guggenheim Capital LLC 0.02% Reduce -0.1% 7,453 $2.4M
BTG Pactual Asset Management US LLC 0.32% New 7,424 $2.4M
Pinnacle Wealth Planning Services, Inc. 0.31% Add +4.0% 7,410 $2.4M
Arlington Trust Co LLC 0.46% Add +26.3% 7,382 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.0% 7,271 $2.3M
Praxis Investment Management Inc. 0.15% Reduce -5.1% 7,260 $2.3M
Arkadios Wealth Advisors 0.07% Add +26.4% 7,211 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -7.8% 7,210 $2.3M
RFG Advisory, LLC 0.05% Add +0.2% 7,208 $2.3M
Inceptionr LLC 0.53% Add +851.5% 7,174 $2.3M
Cox Capital Mgt LLC 1.55% Reduce -2.7% 7,103 $2.3M
Moody National Bank Trust Division 0.21% Reduce -4.5% 7,022 $2.2M
Pine Valley Investments Ltd Liability Co 0.13% Add +4.1% 7,017 $2.2M
Atom Investors LP 0.20% New 6,997 $2.2M
Axxcess Wealth Management, LLC 0.05% Reduce -6.8% 6,967 $2.2M
Meiji Yasuda Life Insurance Co 0.07% Add +2.4% 6,917 $2.2M
AE Wealth Management LLC 0.02% Add +0.8% 6,910 $2.2M
Iams Wealth Management, LLC 1.00% Reduce -4.3% 6,834 $2.2M
Savant Capital, LLC 0.02% Add +6.9% 6,834 $2.2M
Leeward Financial Partners, LLC 0.69% Reduce -5.5% 6,822 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -4.9% 6,806 $2.2M
Shell Asset Management Co. 0.07% Add +27.9% 6,734 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% Reduce -6.5% 6,686 $2.1M
VCI Wealth Management LLC 0.75% Add +8.1% 6,671 $2.1M
C WorldWide Group Holding A/S 0.03% No change 6,549 $2.1M
Schear Investment Advisers, LLC 1.03% Add +10.4% 6,490 $2.1M
Cabot Wealth Management Inc. 0.24% Reduce -3.3% 6,415 $2.1M
EP Wealth Advisors, LLC 0.01% Add +207.5% 6,369 $2.0M
Stephens Inc. 0.03% Add +3.8% 6,270 $2.0M
J.W. Cole Advisors, Inc. 0.04% Add +13.9% 6,254 $2.0M
Quadrant Capital Group LLC 0.07% Add +38.9% 6,076 $1.9M
Frank, Rimerman Advisors LLC 0.13% Reduce -4.4% 6,014 $1.9M
Alteri Wealth LLC 0.73% Reduce -1.7% 5,916 $1.9M
Disciplined Investments, LLC 0.79% Reduce -0.0% 5,897 $1.9M
Ossiam 0.02% Add +4.5% 5,841 $1.9M
Keybank National Association 0.01% Reduce -1.0% 5,750 $1.8M
PEAK6 LLC 0.06% Add +22.1% 5,750 $1.8M
Mufg Securities Americas Inc. 0.16% Add +26.1% 5,676 $1.8M
South Dakota Investment Council 0.03% No change 5,617 $1.8M
Independent Advisor Alliance 0.05% Add +32.5% 5,535 $1.8M
MAI Capital Management 0.01% Add +11.7% 5,503 $1.8M
Contravisory Investment Management, Inc. 0.35% Add +0.6% 5,501 $1.8M
Eagle Wealth Strategies LLC 0.98% Reduce -0.3% 5,500 $1.8M
Builder Investment Group Inc. 0.43% Reduce -1.8% 5,496 $1.8M
Seelaus Asset Management LLC 1.57% Reduce -0.4% 5,461 $1.7M
Trustmark Bank Trust Department 0.12% Add +53.1% 5,432 $1.7M
Empower Advisory Group, LLC 0.01% Add +91.3% 5,391 $1.7M
Potomac Fund Management Inc. 0.10% Add +3.4% 5,566 $1.7M
BankPlus Trust Department 0.51% Add +8.3% 5,334 $1.7M
Coppell Advisory Solutions LLC 0.20% Reduce -5.4% 5,361 $1.7M
RFG - Bristol Wealth Advisors, LLC 0.53% Reduce -4.8% 5,311 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +27.8% 5,299 $1.7M
&partners 0.01% Add +40.2% 5,282 $1.7M
Covenant Partners, LLC 0.51% No change 5,288 $1.7M
Dover Advisors, LLC 0.74% Reduce -1.6% 5,228 $1.7M
Oak Thistle LLC 0.25% New 5,226 $1.7M
Argent Trust Co 0.06% Add +14.0% 5,220 $1.7M
Legato Capital Management LLC 0.20% Add +0.5% 5,210 $1.7M
Parsons Capital Management Inc. 0.10% Add +2.1% 5,192 $1.7M
GAMMA Investing LLC 0.10% Add +20.1% 5,187 $1.7M
Vestcor Inc 0.05% Add +6.7% 5,183 $1.7M
Penobscot Investment Management Company, Inc. 0.14% Reduce -0.1% 5,170 $1.7M
K.J. Harrison & Partners Inc 0.27% Add +0.1% 5,104 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +63.4% 5,032 $1.6M
Atria Wealth Solutions, Inc. 0.04% Reduce -46.4% 5,015 $1.6M
Merrion Investment Management Co, LLC 1.04% No change 5,000 $1.6M
Jefferies Financial Group Inc. 0.03% New 5,000 $1.6M
Scientech Research LLC 0.39% New 4,931 $1.6M
Walleye Capital LLC 0.02% Add +226.6% 4,902 $1.6M
Ascent Group, LLC 0.06% Reduce -22.8% 4,770 $1.5M
Curi Capital, LLC 0.03% New 4,746 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -0.8% 4,746 $1.5M
VestGen Investment Management 1.09% Reduce -4.6% 4,733 $1.5M
Horizon Investments, LLC 0.02% Add +13.0% 4,615 $1.5M
Meeder Advisory Services, Inc. 0.08% Add +1.6% 4,610 $1.5M
EPG Wealth Management LLC 0.44% Add +2.3% 4,602 $1.5M
Coastal Bridge Advisors, LLC 0.12% New 4,602 $1.5M
Landscape Capital Management, L.L.C. 0.12% New 4,590 $1.5M
Wedbush Securities Inc. 0.05% Add +5.1% 4,580 $1.5M
Ostrum Asset Management 0.07% Reduce -40.7% 4,569 $1.5M
Union Bancaire Privee, UBP SA 0.02% New 5,710 $1.5M
Marino, Stram & Associates LLC 0.29% Add +13.2% 4,484 $1.4M
Laurion Capital Management LP 0.17% New 4,372 $1.4M
HMS Capital Management, LLC 0.63% Reduce -3.3% 4,365 $1.4M
Sfm, LLC 0.90% Add +8.4% 4,361 $1.4M
Signaturefd, LLC 0.02% Add +3.9% 4,360 $1.4M
Brooklyn Investment Group 0.18% Add +211.0% 4,342 $1.4M
Court Place Advisors, LLC 0.44% Reduce -1.5% 4,333 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -38.6% 4,312 $1.4M
Fiduciary Trust Co 0.02% Add +5.0% 4,299 $1.4M
Ellis Investment Partners, LLC 0.27% Reduce -1.8% 4,271 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -35.0% 4,271 $1.4M
St Germain D J Co. Inc. 0.06% No change 4,195 $1.3M
Everett Harris & Co. 0.02% No change 4,193 $1.3M
Gilbert & Cook, Inc. 0.18% Add +1.4% 4,121 $1.3M
Parallel Advisors, LLC 0.03% Reduce -3.9% 4,083 $1.3M
Sigma Planning Corp 0.04% Add +147.4% 4,035 $1.3M
Banque Cantonale Vaudoise 0.05% Add +19.8% 4,009 $1.3M
Fiduciary Alliance LLC 0.10% Add +2.1% 3,996 $1.3M
Bokf, NA 0.02% Reduce -70.5% 3,995 $1.3M
Morningstar Investment Management LLC 0.11% New 3,964 $1.3M
Forte Capital LLC 0.14% Add +5.1% 3,963 $1.3M
Nvwm, LLC 0.31% Reduce -0.6% 3,955 $1.3M
Pinnacle Associates Ltd. 0.02% Add +3.8% 3,953 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Add +1.2% 3,932 $1.3M
Oak Ridge Investments LLC 0.09% Reduce -14.1% 3,928 $1.3M
Abn Amro Investment Solutions 0.03% Reduce -14.3% 3,924 $1.3M
Citizens Financial Group Inc. 0.02% Add +3.7% 3,920 $1.3M
Advisor OS, LLC 0.12% Reduce -5.5% 3,911 $1.3M
Connecticut Wealth Management, LLC 0.06% No change 3,901 $1.2M
Clarus Wealth Advisors 0.58% Add +49.4% 3,971 $1.2M
Essex Investment Management Co. LLC 0.23% No change 3,887 $1.2M
Dynamic Technology Lab Private Ltd 0.17% New 3,822 $1.2M
Susquehanna Fundamental Investments, LLC 0.03% No change 3,799 $1.2M
Lebenthal Global Advisors, LLC 0.23% Reduce -2.9% 3,780 $1.2M
Menard Financial Group LLC 0.71% Reduce -1.9% 3,739 $1.2M
Blue Trust, Inc. 0.01% Reduce -2.3% 3,739 $1.2M
Promus Capital, LLC 0.77% Add +23.9% 3,696 $1.2M
World Investment Advisors 0.03% Add +192.7% 3,671 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -63.5% 3,622 $1.2M
Catalyst Funds Management Pty Ltd 0.32% New 3,600 $1.2M
Pinnacle Financial Partners Inc 0.02% Add +40.1% 3,593 $1.2M
PFG Investments, LLC 0.07% Add +0.1% 3,582 $1.1M
Canada Post Corp Registered Pension Plan 0.07% New 3,529 $1.1M
Arete Wealth Advisors, LLC 0.08% Add +5.9% 3,479 $1.1M
Guinness Atkinson Asset Management Inc 0.58% No change 3,463 $1.1M
Wedmont Private Capital 0.05% Reduce -1.8% 3,513 $1.1M
Greenleaf Trust 0.01% Reduce -7.5% 3,452 $1.1M
TFR Capital, LLC. 0.40% Add +3.9% 3,434 $1.1M
Ibex Wealth Advisors 0.12% New 3,387 $1.1M
CTC Alternative Strategies, Ltd. 0.94% New 3,360 $1.1M
Cinctive Capital Management LP 0.06% Reduce -27.7% 3,356 $1.1M
GPS Wealth Strategies Group, LLC 0.12% Add +0.7% 3,354 $1.1M
EverSource Wealth Advisors, LLC 0.05% Add +16.6% 3,333 $1.1M
Ninety One North America, Inc. 0.05% Reduce -15.3% 3,328 $1.1M
Avestar Capital, LLC 0.08% Add +301.0% 3,308 $1.1M
Haverford Trust Co 0.01% Reduce -4.1% 3,261 $1.0M
Allen Investment Management, LLC 0.01% No change 3,242 $1.0M
Equitable Holdings, Inc. 0.01% Add +39.3% 3,236 $1.0M
Triangle Securities Wealth Management 0.25% Reduce -0.5% 3,231 $1.0M
Tritonpoint Wealth, LLC 0.10% Add +1.1% 3,222 $1.0M
Allred Capital Management, LLC 0.38% Reduce -5.0% 3,208 $1.0M
Prudent Man Advisors, LLC 0.33% Add +34.2% 3,208 $1.0M
Dana Investment Advisors, Inc. 0.03% Reduce -1.7% 3,208 $1.0M
Profund Advisors LLC 0.04% Reduce -9.9% 3,199 $1.0M
World Equity Group, Inc. 0.28% Reduce -3.4% 3,196 $1.0M
Ashton Thomas Private Wealth, LLC 0.04% Add +15.8% 3,180 $1.0M
BankPlus Wealth Management LLC 0.67% Reduce -2.1% 3,174 $1.0M
WBH Advisory Inc. 0.09% Reduce -0.1% 3,166 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -3.8% 3,154 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -18.7% 3,152 $1.0M
Mgo One Seven LLC 0.03% Add +10.6% 3,152 $1.0M
Scotia Capital Inc. 0.00% Add +12.8% 3,144 $1.0M
SG Americas Securities, LLC 0.00% Reduce -85.7% 3,144 $1.0M
Private Advisory Group LLC 0.09% Reduce -7.8% 3,136 $1.0M
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -3.8% 3,126 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.04% — 3,117 $998K
IFP Advisors, Inc 0.03% Add +40.2% 3,023 $988K
Summit Trail Advisors, LLC 0.02% New 3,074 $984K
Northwest & Ethical Investments L.P. 0.02% No change 3,066 $974K
VestGen Advisors, LLC 0.04% Reduce -4.2% 3,028 $969K
Farringdon Capital, Ltd. 0.32% New 3,016 $965K
Sunbelt Securities, Inc. 0.08% Add +4.8% 3,385 $961K
Williamson Legacy Group, LLC 0.81% Add +9.3% 2,985 $956K
Heartland Bank & Trust Co 0.44% Reduce -3.4% 2,949 $944K
OneAscent Investment Solutions LLC 1.01% Reduce -14.2% 2,946 $943K
Midwest Trust Co 0.01% — 2,941 $941K
Occidental Asset Management, LLC 0.13% Reduce -0.3% 2,935 $940K
Clifford Swan Investment Counsel LLC 0.03% Reduce -3.3% 2,925 $936K
Master's Wealth Management Inc. 0.44% Add +1.0% 2,915 $933K
D.A. Davidson & Co. 0.01% Add +1.2% 2,892 $926K
Vise Technologies, Inc. 0.04% — 2,882 $923K
Ashton Thomas Securities, LLC 0.22% Reduce -1.0% 2,867 $918K
Trust Asset Management LLC 0.07% No change 2,865 $917K
Webster Bank, N. A. 0.09% No change 2,850 $912K
NewSquare Capital LLC 0.07% Reduce -1.6% 2,839 $909K
Rwa Wealth Partners, LLC 0.01% Add +0.2% 2,824 $904K
Guyasuta Investment Advisors Inc. 0.05% No change 2,800 $896K
Aventura Private Wealth, LLC 0.39% Reduce -4.1% 2,794 $894K
DRW Securities, LLC 0.06% New 2,780 $890K
MJP Associates Inc. 0.13% Reduce -3.5% 2,777 $889K
Advisory Alpha, LLC 0.03% Add +17.8% 2,775 $888K
Park National Corp. 0.03% Reduce -0.7% 2,763 $884K
ExodusPoint Capital Management, LP 0.01% New 2,742 $878K
Fifth Third Wealth Advisors LLC 0.04% Reduce -4.2% 2,741 $877K
Woodward Diversified Capital, LLC 0.44% Add +61.6% 2,731 $874K
Summit Financial, LLC 0.02% Reduce -9.1% 2,730 $874K
Csenge Advisory Group 0.05% Reduce -3.2% 2,515 $874K
Avantax Planning Partners, Inc. 0.03% No change 2,714 $869K
Eschler Asset Management LLP 0.66% New 2,713 $868K
Two Sigma Investments, LP 0.00% New 2,700 $864K
Cresset Asset Management, LLC 0.00% Reduce -26.5% 2,697 $863K
Burney Co./ 0.03% Reduce -5.0% 2,660 $852K
Full Sail Capital, LLC 0.05% Reduce -2.9% 2,631 $842K
Dorsey & Whitney Trust CO LLC 0.04% Add +1.4% 2,623 $840K
Linscomb Wealth, Inc. 0.04% Reduce -0.9% 2,615 $837K
Strategic Wealth Partners, Ltd. 0.07% — 2,605 $834K
NorthCrest Asset Manangement, LLC 0.02% Add +1.9% 2,597 $826K
Sawgrass Asset Management LLC 0.09% Reduce -9.8% 2,579 $826K
Generali Asset Management SPA SGR 0.02% Reduce -69.3% 2,572 $823K
Dynasty Wealth Management, LLC 0.01% Add +5.9% 2,565 $821K
Pitcairn Co. 0.05% Add +20.7% 2,564 $821K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.7% 2,542 $814K
V-Square Quantitative Management LLC 0.11% Add +21.4% 2,539 $813K
Petra Financial Advisors Inc. 0.52% New 2,537 $812K
Townsquare Capital LLC 0.08% Reduce -77.2% 2,535 $812K
Portfolio Design Labs, LLC 0.16% Reduce -47.7% 2,531 $810K
Cigna Investments Inc. 0.14% Add +1.1% 2,531 $810K
Checchi Capital Advisers, LLC 0.06% Reduce -13.5% 2,508 $803K
Florida Trust Wealth Management Co 0.02% Add +1.0% 2,501 $801K
Okabena Investment Services Inc. 0.18% No change 2,494 $798K
Sumitomo Life Insurance Co. 0.05% New 2,493 $798K
Accurate Wealth Management, LLC 0.12% Add +3.0% 2,526 $792K
Graypoint LLC 0.04% Add +19.0% 2,449 $784K
Catalina Capital Group, LLC 0.53% Reduce -6.7% 2,435 $779K
Great Valley Advisor Group, Inc. 0.02% Reduce -15.6% 2,433 $778K
Syon Capital LLC 0.05% Add +2.5% 2,426 $777K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.1% 2,417 $774K
Texas Capital Bancshares Inc 0.28% Reduce -2.0% 2,409 $771K
GC Wealth Management RIA, LLC 0.06% Add +72.3% 2,396 $767K
Roundview Capital LLC 0.05% Reduce -1.8% 2,396 $767K
Foundation Wealth Management, LLC\PA 0.33% Add +0.1% 2,386 $764K
Anchor Investment Management, LLC 0.07% Reduce -1.9% 2,377 $761K
Forum Financial Management, LP 0.01% Add +8.6% 2,363 $756K
Live Oak Private Wealth LLC 0.11% Add +0.4% 2,354 $754K
Mather Group, Llc. 0.01% Reduce -3.7% 2,347 $751K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -4.7% 2,341 $749K
Choate Investment Advisors 0.02% Reduce -0.6% 2,326 $745K
Cynosure Group, LLC 0.08% Add +14.7% 2,323 $744K
Ingalls & Snyder LLC 0.03% Reduce -0.8% 2,310 $739K
CenterBook Partners LP 0.04% Add +82.9% 2,303 $737K
Bank of New Hampshire 0.18% Reduce -8.0% 2,300 $736K
Phocas Financial Corp. 0.11% No change 2,300 $736K
Montag A & Associates Inc. 0.04% No change 2,300 $736K
Empirical Asset Management, LLC 0.23% New 2,299 $736K
SCS Capital Management LLC 0.01% Add +0.9% 2,297 $735K
Clarendon Private LLC 0.70% Add +0.9% 2,288 $733K
Stock Yards Bank & Trust Co. 0.02% Add +0.3% 2,275 $728K
NorthRock Partners, LLC 0.02% Add +10.0% 2,275 $728K
Country Club Bank 0.05% No change 2,277 $723K
Neo Ivy Capital Management 0.23% Add +38.6% 2,251 $721K
Mission Creek Capital Partners, Inc. 0.16% Reduce -25.8% 2,240 $717K
Tiaa Trust, National Association 0.00% Add +7.9% 2,225 $712K
Regal Investment Advisors LLC 0.05% Add +7.8% 2,221 $711K
Clifford Group, LLC 0.58% Add +0.5% 2,207 $706K
Hartline Investment Corp./ 0.08% No change 2,200 $704K
OneAscent Financial Services LLC 0.05% Reduce -56.3% 2,196 $702K
Private Trust Co. NA 0.07% Reduce -1.3% 2,141 $685K
Garde Capital, Inc. 0.04% No change 2,139 $685K
Smithfield Trust Co 0.03% No change 2,123 $679K
Colonial Trust Advisors 0.06% No change 2,110 $675K
Personal Cfo Solutions, LLC 0.12% Reduce -2.8% 2,100 $672K
Pathway Financial Advisors LLC 0.10% No change 2,100 $672K
Fosun International Ltd 0.19% Reduce -35.8% 2,075 $664K
Balboa Wealth Partners 0.13% No change 2,064 $661K
Waverly Advisors, LLC 0.01% Add +11.5% 2,034 $651K
Cary Street Partners Investment Advisory LLC 0.31% Add +36.7% 2,029 $650K
Somerset Trust Co 0.21% Reduce -0.7% 2,026 $649K
Vestor Capital, LLC 0.05% Add +366.9% 6,308 $645K
Nixon Peabody Trust Co. 0.05% Reduce -1.3% 1,999 $640K
Caldwell Trust Co 0.06% Add +2.8% 1,998 $640K
Huntington National Bank 0.01% Add +9.2% 1,995 $639K
Patron Partners, LLC 0.32% Add +2.7% 1,990 $637K
Crawford Investment Counsel Inc. 0.01% Reduce -23.0% 1,988 $636K
Voleon Capital Management LP 0.03% New 1,970 $631K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -2.6% 1,963 $628K
Mutual Advisors, LLC 0.02% Add +1.6% 1,991 $628K
Horizon Kinetics Asset Management LLC 0.01% No change 1,957 $626K
Lantz Financial LLC 0.16% Add +0.5% 1,953 $625K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% Add +97.0% 1,944 $622K
IronOak Wealth LLC. 0.60% — 1,944 $622K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,942 $622K
RiverGlades Family Offices LLC 0.41% Add +0.1% 1,941 $621K
Virtue Capital Management, LLC 0.11% Reduce -15.8% 1,931 $618K
SteelPeak Wealth, LLC 0.02% Add +29.9% 1,912 $612K
Quantum Portfolio Management LLC 0.29% Add +6.3% 1,901 $609K
Elevation Point Wealth Partners, LLC 0.05% Add +24.3% 1,898 $608K
Drive Wealth Management, LLC 0.13% Reduce -1.3% 1,891 $605K
Northside Capital Management, LLC 0.05% No change 1,891 $605K
Harbor Investment Advisory, LLC 0.05% Add +0.4% 1,888 $604K
Allen Capital Group, LLC 0.06% Add +17.2% 1,878 $601K
Johnson Investment Counsel Inc. 0.01% Add +8.7% 1,865 $597K
Raiffeisen Bank International AG 0.01% Reduce -3.5% 1,879 $596K
Manchester Capital Management LLC 0.08% No change 1,854 $594K
Archford Capital Strategies, LLC 0.08% Add +2.1% 1,853 $593K
GeoWealth Management, LLC 0.02% Reduce -7.1% 1,833 $587K
Wolff Wiese Magana LLC 0.36% Add +38.5% 1,825 $584K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 1,806 $578K
Mitchell Sinkler & Starr 0.27% Add +11.9% 1,790 $573K
Sowell Financial Services LLC 0.02% No change 1,790 $573K
Howard Capital Management, LLC 0.01% Add +19.9% 1,783 $571K
Burns Matteson Capital Management, LLC 0.28% Add +2.2% 1,779 $569K
McGlone Suttner Wealth Management, Inc. 0.09% Add +1.3% 1,770 $567K
Simmons Bank 0.04% Reduce -3.7% 1,761 $564K
Sagespring Wealth Partners, LLC 0.01% Add +23.1% 1,761 $564K
Ballentine Partners, LLC 0.01% Add +9.3% 1,760 $563K
Shelton Capital Management 0.01% Add +39.8% 1,756 $562K
Boston Common Asset Management, LLC 0.02% No change 1,748 $560K
CX Institutional 0.02% Reduce -1.3% 1,746 $559K
Capital Asset Advisory Services LLC 0.03% Reduce -24.8% 1,747 $558K
Obermeyer Wealth Partners 0.03% Reduce -0.1% 1,740 $557K
Cookson Peirce & Co. Inc. 0.02% Reduce -2.1% 1,737 $556K
CreativeOne Wealth, LLC 0.01% Add +0.1% 1,729 $554K
Dynamic Advisor Solutions LLC 0.02% Add +7.1% 1,728 $553K
Raleigh Capital Management Inc. 0.23% Reduce -6.0% 1,724 $552K
Financial Advocates Investment Management 0.04% Reduce -51.4% 1,716 $549K
ClearAlpha Technologies LP 1.58% New 1,715 $549K
Paragon Private Wealth Management, LLC 0.22% Add +31.3% 1,715 $549K
PAX Financial Group, LLC 0.10% Reduce -11.7% 1,710 $547K
Rothschild Investment LLC 0.03% Reduce -2.0% 1,706 $546K
Nomura Holdings Inc. 0.00% Reduce -78.9% 1,696 $543K
Quotient Wealth Partners, LLC 0.02% Add +9.8% 1,694 $542K
Spire Wealth Management 0.02% Reduce -40.6% 1,690 $541K
Commerzbank Aktiengesellschaft 0.01% No change 1,681 $539K
Fidelis Capital Partners, LLC 0.05% Add +2.9% 1,870 $535K
Miller Investment Management, LP 0.06% No change 1,672 $535K
Tranquility Partners, LLC 0.19% Reduce -0.1% 1,670 $535K
Ellevest, Inc. 0.09% Reduce -26.6% 1,667 $534K
Patrick M Sweeney & Associates, Inc. 0.37% Reduce -1.5% 1,675 $533K
Kenora Financial, LLC 0.20% Reduce -13.4% 1,659 $531K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.1% 1,650 $528K
Plato Investment Management Ltd 0.04% Add +0.1% 1,652 $527K
OneAscent Wealth Management LLC 0.19% Add +6.3% 1,643 $526K
Quadcap Wealth Management, LLC 0.07% Add +0.4% 1,641 $525K
Mission Wealth Management, LP 0.01% Reduce -1.6% 1,633 $523K
Compound Planning, Inc. 0.02% Reduce -2.4% 1,631 $522K
Perigon Wealth Management, LLC 0.01% Add +14.8% 1,625 $520K
AA Financial Advisors, LLC 0.11% Add +165.7% 1,613 $516K
Banco Santander, S.A. 0.00% No change 1,612 $516K
Mesirow Financial Investment Management, Inc. 0.01% Add +2.2% 1,606 $514K
Valeo Financial Advisors, LLC 0.01% Add +3.1% 1,604 $513K
LS Investment Advisors, LLC 0.07% No change 1,600 $512K
Cozad Asset Management Inc. 0.04% Reduce -1.9% 1,587 $508K
Oakworth Capital, Inc. 0.03% Reduce -21.1% 1,586 $508K
Proficio Capital Partners LLC 0.03% Add +51.4% 1,584 $507K
Smartleaf Asset Management LLC 0.04% Reduce -21.4% 1,594 $506K
AMG National Trust Bank 0.01% Reduce -0.1% 1,574 $504K
Wrapmanager Inc. 0.12% Reduce -13.0% 1,547 $495K
SeaCrest Wealth Management, LLC 0.05% Add +2.3% 1,542 $494K
Hoxton Planning & Management, LLC 0.17% Reduce -1.5% 1,534 $491K
Modera Wealth Management, LLC 0.01% Add +1.3% 1,526 $488K
Shufro Rose & Co. LLC 0.04% No change 1,400 $483K
Journey Strategic Wealth LLC 0.02% Add +12.4% 1,508 $483K
Western Wealth Management, LLC 0.03% No change 1,507 $482K
Longview Financial Advisors, Inc. 0.41% Reduce -0.2% 1,502 $481K
West Paces Advisors Inc. 0.10% No change 1,500 $480K
Biltmore Family Office, LLC 0.08% Reduce -25.0% 1,500 $480K
Aviance Capital Partners, LLC 0.06% No change 1,500 $480K
Heritage Wealth Advisors 0.02% No change 1,498 $480K
Ifrah Financial Services, Inc. 0.13% Reduce -1.5% 1,495 $479K
Kingsview Wealth Management, LLC 0.01% Reduce -20.7% 1,490 $477K
SMART Wealth LLC 0.15% Reduce -19.6% 1,489 $477K
Old North State Wealth Management, LLC 0.25% Add +14.5% 1,479 $475K
Harbour Investments, Inc. 0.01% Add +60.9% 1,475 $472K
ICONIQ Capital, LLC 0.01% Add +6.7% 1,466 $469K
Keel Point, LLC 0.03% Reduce -11.8% 1,464 $469K
West Family Investments, Inc. 0.12% Add +107.7% 1,452 $465K
American National Bank & Trust 0.05% Reduce -11.5% 1,441 $461K
Capital Investment Advisory Services, LLC 0.04% New 1,441 $461K
First Horizon Advisors, Inc. 0.01% Reduce -6.6% 1,440 $461K
Qtron Investments LLC 0.06% Reduce -26.3% 1,432 $458K
Tudor Financial Inc. 0.26% Add +0.1% 1,427 $457K
Bridges Investment Management Inc. 0.01% Add +0.2% 1,427 $457K
Conning Inc. 0.02% Add +3.7% 1,427 $457K
Alpine Woods Capital Investors, LLC 0.11% Add +0.6% 1,420 $455K
Austin Private Wealth, LLC 0.04% Add +7.5% 1,414 $453K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +27.0% 1,401 $449K
Insight 2811, Inc. 0.21% No change 1,400 $448K
AustralianSuper Pty Ltd 0.00% No change 1,389 $445K
Integrated Advisors Network LLC 0.02% Add +0.5% 1,389 $445K
Lake Street Private Wealth, LLC 0.06% Reduce -3.5% 1,387 $444K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.5% 1,387 $444K
Penserra Capital Management LLC 0.01% Reduce -75.3% 1,389 $443K
River Wealth Advisors LLC 0.06% Reduce -1.3% 1,381 $442K
Freedom Investment Management, Inc. 0.03% Reduce -5.2% 1,358 $435K
Savvy Advisors, Inc. 0.03% Add +18.1% 1,358 $435K
Boothbay Fund Management, LLC 0.01% Reduce -87.0% 1,344 $430K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -11.5% 1,343 $430K
SummitTX Capital, L.P. 0.02% New 1,332 $426K
AdvisorNet Financial, Inc 0.03% Reduce -0.1% 1,330 $426K
Trust Co. of Vermont 0.02% Reduce -2.7% 1,325 $424K
Group One Trading LLC 0.01% Add +1148.6% 1,311 $420K
New Century Financial Group, LLC 0.49% Add +14.0% 1,308 $419K
Brown Miller Wealth Management, LLC 0.13% Add +16.4% 1,307 $418K
Integrated Wealth Concepts LLC 0.00% Reduce -31.2% 1,304 $417K
Nicolet Advisory Services, LLC 0.04% Add +10.3% 1,468 $417K
J. W. Coons Advisors, LLC 0.09% No change 1,300 $416K
Ridgeline Wealth, LLC 0.34% No change 1,295 $415K
George Kaiser Family Foundation 0.06% Add +43.6% 1,291 $413K
Cordgrass Capital Advisors, LLC 0.11% Add +15.6% 1,287 $412K
Armistice Capital, LLC 0.02% New 1,286 $412K
Stratos Wealth Advisors, LLC 0.02% Add +10.3% 1,277 $409K
Berkshire Asset Management LLC 0.02% No change 1,273 $408K
Gsa Capital Partners LLP 0.03% New 1,268 $406K
Portside Wealth Group, LLC 0.06% Add +8.1% 1,256 $402K
OneAscent Family Office, LLC 0.38% Add +58.6% 1,256 $402K
Reynders McVeigh Capital Management, LLC 0.02% Add +0.5% 1,256 $402K
Angeles Wealth Management, LLC 0.03% Add +11.4% 1,252 $401K
Balefire, LLC 0.09% Add +6.4% 1,235 $395K
Sage Mountain Advisors LLC 0.03% Add +4.5% 1,228 $393K
Kathmere Capital Management, LLC 0.03% Add +1.2% 1,226 $393K
Alta Advisers Ltd 0.14% No change 1,218 $390K
Successful Portfolios LLC 0.24% Reduce -0.3% 1,216 $389K
Los Angeles Capital Management LLC 0.00% Add +14.9% 1,213 $388K
Syntegra Private Wealth Group, LLC 0.04% Add +0.4% 1,208 $387K
Strategic Blueprint, LLC 0.02% Reduce -7.2% 1,208 $387K
Carnegie Investment Counsel 0.01% Reduce -0.1% 1,207 $386K
Legacy Financial Advisors, Inc. 0.06% Add +4.5% 1,206 $386K
Mowery & Schoenfeld Wealth Management, LLC 0.62% Reduce -4.8% 1,203 $385K
Asset Planning,Inc 0.29% Add +0.3% 1,201 $384K
Spinnaker Trust 0.02% No change 1,195 $383K
Principle Wealth Partners LLC 0.02% New 1,192 $382K
Park Place Capital Corp 0.09% No change 1,194 $381K
Alpine Global Management, LLC 0.10% New 1,187 $380K
Wilkins Investment Counsel Inc. 0.05% Reduce -9.9% 1,185 $379K
MQS Management LLC 0.20% New 1,161 $372K
Legacy Capital Group California, Inc. 0.10% Add +8.3% 1,161 $372K
Wrenne Financial Planning LLC 0.17% Add +1.1% 1,168 $370K
Tucker Asset Management LLC 0.12% Add +4.1% 1,152 $369K
Challenger Wealth Management 0.26% Reduce -8.1% 1,152 $369K
Gen-Wealth Partners Inc 0.14% Reduce -8.5% 1,151 $368K
Boston Family Office LLC 0.02% New 1,150 $368K
Coyle Financial Counsel LLC 0.10% Add +33.0% 1,144 $366K
HBK Sorce Advisory LLC 0.01% Reduce -2.2% 1,142 $366K
City Holding Co. 0.05% No change 1,140 $365K
San Luis Wealth Advisors LLC 0.08% Add +0.2% 1,139 $364K
L2 Asset Management, LLC 0.06% Add +5.7% 1,136 $364K
Oak Hill Wealth Advisors, LLC 0.08% No change 1,159 $364K
Clarius Group, LLC 0.02% Add +20.6% 1,130 $362K
CWA Asset Management Group, LLC 0.02% Add +0.3% 1,128 $361K
StoneX Group Inc. 0.02% Reduce -9.1% 1,128 $361K
Schonfeld Strategic Advisors LLC 0.00% Reduce -76.7% 1,126 $360K
Fortress Private Ledger, LLC 0.16% Reduce -13.2% 1,125 $360K
HM Payson & Co. 0.01% Add +19.4% 1,116 $357K
Foundations Investment Advisors, LLC 0.01% Reduce -0.1% 1,113 $356K
PGIM Custom Harvest LLC 0.01% New 1,111 $356K
Excalibur Management Corp. 0.13% No change 1,109 $355K
Compton Wealth Advisory Group, LLC 0.09% No change 1,109 $355K
Cadence Bank 0.02% Add +0.2% 1,102 $353K
Values First Advisors, Inc. 0.19% Reduce -10.1% 1,100 $352K
Creekmur Asset Management LLC 0.06% Add +24.8% 1,092 $350K
PDS Planning, Inc 0.03% Add +4.5% 1,090 $349K
Perennial Investment Advisors, LLC 0.03% Add +2.2% 1,089 $348K
KCM Investment Advisors LLC 0.01% Reduce -0.7% 1,083 $347K
Prossimo Advisors, LLC 0.28% No change 1,080 $346K
Westpac Banking Corp. 0.02% No change 1,079 $345K
Fulton Bank, N.A. 0.01% Add +2.5% 1,078 $345K
Lifestyle Asset Management, Inc. 0.16% Add +4.6% 1,073 $344K
Cahaba Wealth Management, Inc. 0.03% Add +0.2% 1,073 $343K
HBW Advisory Services LLC 0.04% Reduce -12.1% 1,072 $343K
GTS Securities LLC 0.02% Reduce -22.8% 1,064 $341K
Hutchens & Kramer Investment Management Group, LLC 0.16% Add +4.2% 1,065 $340K
Vicus Capital 0.03% New 1,055 $338K
Epoch Investment Partners, Inc. 0.00% Reduce -17.4% 1,051 $336K
Red Spruce Capital, LLC 0.15% No change 1,050 $336K
Carderock Capital Management Inc. 0.09% Reduce -4.5% 1,050 $336K
Cherry Creek Investment Advisors, Inc. 0.16% No change 1,050 $336K
Glenview Trust Co 0.01% Add +0.5% 1,046 $335K
Atwood & Palmer Inc. 0.02% No change 1,040 $333K
Sivia Capital Partners, LLC 0.11% Reduce -2.1% 1,037 $332K
First Business Financial Services, Inc. 0.03% No change 1,037 $332K
Roble, Belko & Company, Inc 0.05% No change 1,029 $329K
CPC Advisors, LLC 0.04% New 1,026 $328K
Parsonex Advisory Services, Inc. 0.27% — 1,024 $328K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -15.8% 1,020 $327K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +3.5% 1,019 $326K
Moran Wealth Management, LLC 0.01% Add +29.0% 1,019 $326K
S-Bank Fund Management Ltd 0.05% Reduce -26.0% 1,014 $325K
Capital Advisors Inc. 0.01% Reduce -0.3% 1,008 $323K
RFP Financial Group LLC 0.13% No change 1,000 $320K
Trinity Financial Advisors LLC 0.10% No change 1,000 $320K
RBF Capital, LLC 0.02% No change 1,000 $320K
Consolidated Portfolio Review Corp 0.04% New 999 $320K
Catalyst Financial Partners LLC 0.03% Add +3.5% 994 $318K
Grove Bank & Trust 0.04% Add +2.1% 991 $317K
Cerro Pacific Wealth Advisors LLC 0.09% Add +22.3% 989 $317K
Compass Ion Advisors, LLC 0.03% Reduce -18.3% 986 $316K
Icon Wealth Advisors, LLC 0.02% Reduce -0.5% 984 $315K
Carret Asset Management, LLC 0.03% No change 975 $312K
Clear Creek Financial Management, LLC 0.03% Add +40.4% 974 $312K
KLCM Advisors, Inc. 0.03% No change 965 $309K
Brighton Jones LLC 0.01% Add +7.1% 961 $308K
Summit Securities Group LLC 0.11% New 959 $307K
LongView Wealth Management 0.09% Reduce -4.1% 959 $307K
Texas Bank & Trust Co 0.12% No change 950 $304K
Verdence Capital Advisors LLC 0.02% Add +0.4% 943 $302K
Sierra Ocean, LLC 0.22% Add +2.1% 938 $301K
Souders Financial Advisors 0.04% Add +38.5% 932 $298K
Investmark Advisory Group LLC 0.14% No change 928 $297K
Longboard Asset Management, LP 0.74% No change 924 $296K
Zions Bancorporation, National Association 0.02% Reduce -7.7% 918 $294K
Northwest Bancshares, Inc. 0.05% No change 917 $294K
W Advisors, LLC 0.17% Add +0.4% 915 $293K
Kaizen Financial Strategies 0.15% Add +0.4% 915 $293K
Prosperity Financial Group, Inc. 0.12% New 912 $292K
111 Capital 0.05% New 910 $291K
International Assets Investment Management, LLC 0.02% Reduce -13.2% 909 $291K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.1% 909 $291K
MASTERINVEST Kapitalanlage GmbH 0.03% — 903 $289K
Westshore Wealth, LLC 0.11% Add +12.5% 900 $288K
Fort Sheridan Advisors LLC 0.04% No change 900 $288K
Hibernia Wealth Partners, LLC 0.10% New 892 $285K
Klingman & Associates, LLC 0.02% New 891 $285K
Norden Group LLC 0.03% Add +19.8% 890 $285K
Certuity, LLC 0.03% Add +1.9% 888 $284K
44 Wealth Management LLC 0.10% Reduce -57.9% 878 $281K
Resonant Capital Advisors, LLC 0.02% Add +39.0% 874 $280K
Independent Financial Group, LLC 0.01% Add +48.1% 874 $280K
Fiduciary Family Office, LLC 0.09% Reduce -10.0% 871 $279K
Stonegate Investment Group, LLC 0.01% Reduce -31.3% 866 $277K
Koshinski Asset Management, Inc. 0.02% Reduce -5.7% 864 $277K
Jacobi Capital Management LLC 0.02% Add +22.3% 860 $275K
Composition Wealth, LLC 0.00% Reduce -83.3% 855 $274K
Bellecapital International Ltd. 0.05% No change 848 $271K
Grant Street Asset Management, Inc. 0.06% Add +21.7% 841 $269K
J. Safra Sarasin Holding AG 0.00% Add +1.2% 836 $268K
Fragasso Financial Advisors Inc 0.02% New 832 $266K
Parcion Private Wealth LLC 0.02% No change 831 $266K
Ignite Planners, LLC 0.05% Add +1.4% 848 $266K
Bridgewater Advisors Inc. 0.02% Add +2.8% 950 $265K
Whipplewood Advisors, LLC 0.14% Reduce -18.7% 824 $264K
Aprio Wealth Management, LLC 0.03% Add +8.9% 823 $264K
Alpha Family Trust 0.13% No change 820 $262K
SC&H Financial Advisors, Inc. 0.04% Reduce -1.1% 815 $261K
Maven Securities LTD 0.07% Reduce -9.6% 814 $261K
NTV Asset Management LLC 0.03% New 811 $260K
1620 Investment Advisors, Inc. 0.19% No change 808 $259K
BOS Asset Management, LLC 0.08% No change 808 $259K
Wesbanco Bank Inc. 0.01% No change 808 $259K
Grandview Asset Management LLC 0.08% New 804 $257K
Allstate Corp. 0.02% Reduce -93.6% 798 $255K
Baker Tilly Wealth Management, LLC 0.09% Reduce -1.0% 794 $254K
Advyzon Investment Management, LLC 0.06% New 788 $252K
Advisors Capital Management, LLC 0.00% Add +2.1% 787 $252K
Beacon Investment Advisors LLC 0.11% Add +1.0% 790 $251K
Wayfinding Financial, LLC 0.11% Reduce -13.8% 885 $251K
MBB Public Markets I LLC 0.03% Reduce -18.3% 782 $250K
Essex Bank 0.06% Reduce -5.7% 782 $250K
Premier Path Wealth Partners, LLC 0.03% Reduce -21.7% 781 $250K
McAdam, LLC 0.01% New 778 $249K
Federated Hermes, Inc. 0.00% Reduce -30.7% 775 $248K
Evergreen Capital Management LLC 0.01% Add +0.8% 773 $247K
Sentry Investment Management LLC 0.14% No change 786 $247K
Defined Financial Planning LLC 0.22% Reduce -27.3% 800 $246K
Vinva Investment Management Ltd 0.01% Reduce -90.3% 772 $245K
Baader Bank Aktiengesellschaft 0.02% Reduce -18.9% 807 $245K
Voya Financial Advisors, Inc. 0.02% Reduce -5.0% 771 $245K
Morton Capital Management LLC 0.04% No change 762 $244K
Mairs & Power Inc. 0.00% Reduce -5.0% 760 $243K
Diversify Advisory Services, LLC 0.01% Add +3.3% 835 $243K
MUFG Securities EMEA plc 0.01% New 757 $242K
Accredited Investors Inc. 0.01% New 752 $241K
Intrepid Capital Management Inc. 0.13% No change 750 $240K
Bison Wealth, LLC 0.02% Add +17.8% 749 $240K
Equitable Trust Co. 0.01% Reduce -1.7% 749 $240K
Aspiriant, LLC 0.01% No change 746 $239K
Encompass More Asset Management 0.06% Reduce -38.0% 743 $238K
Pure Financial Advisors, LLC 0.00% Add +9.8% 743 $238K
Ameritas Advisory Services, LLC 0.01% Add +23.2% 743 $238K
Washington Trust Bank 0.02% Reduce -4.4% 740 $237K
Trust Co 0.03% No change 739 $237K
Natural Investments, LLC 0.06% Add +5.6% 740 $236K
Bingham Private Wealth, LLC 0.22% Reduce -1.7% 737 $236K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.1% 737 $236K
Daymark Wealth Partners, LLC 0.01% Reduce -1.1% 735 $235K
Childress Capital Advisors, LLC 0.06% Add +7.3% 733 $235K
Somerville Kurt F 0.04% No change 730 $234K
West Oak Capital, LLC 0.12% Reduce -4.0% 726 $232K
Gryphon Financial Partners LLC 0.03% Reduce -5.7% 725 $232K
Kelly Financial Services LLC 0.07% Add +13.7% 724 $232K
Formidable Asset Management, LLC 0.04% No change 669 $231K
WPG Advisers, LLC 0.19% Reduce -5.2% 719 $230K
Lanark Financial, Inc. 0.02% Add +8.4% 719 $230K
D'Orazio & Associates, Inc. 0.03% Add +0.4% 716 $229K
Altfest L J & Co. Inc. 0.03% Reduce -8.3% 715 $229K
Arax Advisory Partners 0.01% Add +14.5% 142 $228K
Embree Financial Group 0.03% Add +0.6% 710 $227K
Beacon Bank & Trust 0.05% Add +10.9% 710 $227K
Fullcircle Wealth LLC 0.08% Add +8.2% 793 $226K
Wealth Alliance, LLC 0.03% Reduce -13.4% 704 $225K
Relyea Zuckerberg Hanson LLC 0.03% Add +1.4% 701 $224K
Mountain Hill Investment Partners Corp. 0.19% Reduce -3.5% 700 $224K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -6.5% 700 $224K
TradeLink Capital LLC 0.79% New 700 $224K
FourThought Financial Partners, LLC 0.02% Reduce -0.4% 698 $223K
Cornerstone Wealth Management, LLC 0.01% No change 693 $222K
Optivise Advisory Services LLC 0.11% Reduce -21.7% 691 $221K
Fielder Capital Group LLC 0.06% Reduce -0.1% 690 $221K
Kuhn & Co Investment Counsel 0.17% No change 686 $220K
Patton Fund Management, Inc. 0.05% New 683 $219K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -31.7% 677 $217K
Redwood Financial Network Corp 0.15% No change 676 $216K
Consolidated Capital Management, LLC 0.08% Reduce -18.2% 675 $216K
GW Henssler & Associates Ltd. 0.01% Reduce -6.6% 675 $216K
IHT Wealth Management, LLC 0.01% No change 674 $216K
Wealth Architects, LLC 0.02% Reduce -0.6% 674 $216K
BBR Partners, LLC 0.01% No change 671 $215K
Eastern Bank 0.00% Reduce -18.3% 670 $214K
SBI Securities Co., Ltd. 0.01% Add +98.2% 668 $214K
Trivium Point Advisory, LLC 0.02% Reduce -3.2% 664 $213K
West Branch Capital LLC 0.06% Reduce -8.3% 662 $212K
Kozak & Associates, Inc. 0.04% Reduce -35.1% 672 $212K
SageView Advisory Group, LLC 0.01% Reduce -2.7% 684 $212K
Mengis Capital Management, Inc. 0.05% No change 660 $211K
Mechanics Bank Trust Department 0.03% Reduce -36.4% 660 $211K
Diversified Trust Co. 0.00% Reduce -1.1% 659 $211K
Elm3 Financial Group, LLC 0.18% Reduce -2.2% 658 $211K
Advus Financial Partners, LLC 0.05% Add +10.1% 654 $209K
E Fund Management Co., Ltd. 0.01% Reduce -18.6% 654 $209K
Avidian Wealth Enterprises, LLC 0.01% Reduce -0.6% 654 $209K
LRI Investments, LLC 0.02% No change 651 $208K
Pflug Koory, LLC 0.11% No change 648 $207K
Garda Capital Partners LP 0.06% New 643 $206K
JT Stratford LLC 0.03% New 641 $205K
Phoenix Financial Ltd. 0.00% Add +3.2% 640 $205K
Ironwood Investment Counsel, LLC 0.03% Add +0.9% 638 $204K
Key Financial Inc 0.04% No change 637 $204K
Acadian Asset Management LLC 0.00% Reduce -85.9% 637 $203K
Fayez Sarofim & Co 0.00% No change 634 $203K
Burton Enright Welch 0.03% Add +0.8% 627 $201K
Foster Group, Inc. 0.01% Add +3.5% 625 $200K
Larson Financial Group LLC 0.01% Add +13.4% 601 $192K
Reyes Financial Architecture, Inc. 0.17% Add +20.0% 600 $192K
Gables Capital Management Inc. 0.09% No change 580 $186K
Parkside Financial Bank & Trust 0.02% Add +6.5% 570 $182K
CYBER HORNET ETFs LLC 0.13% New 568 $182K
Cary Street Partners Financial LLC 0.01% Reduce -47.6% 565 $181K
Pinnacle Bancorp, Inc. 0.05% No change 543 $174K
CoreCap Advisors, LLC 0.01% Reduce -9.0% 537 $172K
Center for Financial Planning, Inc. 0.02% No change 535 $171K
CarsonAllaria Wealth Management, Ltd. 0.09% Add +0.2% 501 $160K
Cromwell Holdings LLC 0.10% Reduce -2.4% 493 $158K
Chelsea Counsel Co. 0.08% No change 475 $152K
Osterweis Capital Management Inc. 0.01% Reduce -6.9% 472 $151K
Proathlete Wealth Management LLC 0.05% Add +0.9% 471 $151K
TruNorth Capital Management, LLC 0.03% No change 468 $150K
Clean Yield Group 0.04% No change 454 $145K
Catalyst Capital Advisors LLC 0.00% New 453 $145K
Bangor Savings Bank 0.01% No change 414 $133K
Opal Wealth Advisors, LLC 0.03% Reduce -13.3% 393 $126K
Quarry LP 0.03% New 393 $126K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +1.2% 340 $109K
Bruce G. Allen Investments, LLC 0.08% Add +35.5% 332 $106K
Mark Sheptoff Financial Planning, LLC 0.06% Add +2.1% 332 $106K
Resources Management Corp. /CT/ 0.01% Reduce -36.2% 329 $105K
TCTC Holdings, LLC 0.00% No change 328 $105K
Leonteq Securities AG 0.01% Reduce -36.8% 327 $105K
Valley National Advisers Inc. 0.02% Add +37.2% 328 $104K
Rosenberg Matthew Hamilton 0.02% No change 324 $104K
Financial Network Wealth Advisors LLC 0.12% Add +3.6% 316 $101K
REAP Financial Group, LLC 0.02% Add +58.9% 313 $100K
Covestor Ltd 0.06% Add +150.0% 310 $99K
Mascoma Wealth Management LLC 0.02% No change 301 $96K
Nemes Rush Group LLC 0.01% Add +1.4% 292 $93K
LFA - Lugano Financial Advisors SA 0.06% No change 291 $93K
Deseret Mutual Benefit Administrators 0.04% No change 289 $93K
Beacon Capital Management, LLC 0.01% Add +5.2% 286 $91K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 285 $91K
MCF Advisors LLC 0.01% Reduce -1.8% 272 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 265 $85K
Johnson Financial Group, Inc. 0.00% Add +143.0% 260 $83K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +102.3% 259 $83K
Cornerstone Planning Group LLC 0.02% Reduce -20.0% 288 $82K
Versant Capital Management, Inc 0.01% Add +3.2% 256 $82K
ORG Partners LLC 0.02% Add +41.8% 241 $77K
Elevation Wealth Partners, LLC 0.03% Add +10.3% 214 $69K
Tortoise Investment Management, LLC 0.01% Add +4.9% 214 $69K
Lavaca Capital LLC 0.03% No change 205 $66K
Broadwater Capital Management LLC 0.05% Add +31912.0% 64,024 $64K
Paladin Advisory Group, LLC 0.05% No change 200 $64K
Hoese & Co LLP 0.05% No change 200 $64K
Hilltop National Bank 0.02% — 185 $59K
Tsfg, LLC 0.01% No change 171 $55K
Boreal Capital Management LLC 0.05% — 170 $54K
Bayforest Capital Ltd 0.02% Add +8.3% 170 $54K
Delta Asset Management LLC 0.00% No change 170 $54K
Meeder Asset Management Inc. 0.00% Add +13.1% 164 $53K
Richardson Financial Services Inc. 0.04% Add +1.2% 164 $52K
Stuart Chaussee & Associates, Inc. 0.01% No change 162 $52K
CBIZ Investment Advisory Services, LLC 0.00% Add +26.2% 159 $51K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.6% 158 $50K
Disciplina Capital Management LLC 0.01% No change 154 $49K
Intelligent Financial Strategies 0.03% No change 154 $49K
Solstein Capital, LLC 0.03% New 153 $49K
Rise Advisors, LLC 0.02% Add +0.7% 153 $49K
DT Investment Partners, LLC 0.00% No change 152 $49K
City State Bank 0.02% No change 150 $48K
Piscataqua Savings Bank 0.04% No change 150 $48K
CVA Family Office, LLC 0.01% Add +10.5% 147 $47K
Farmers & Merchants Investments Inc. 0.00% Add +14.1% 146 $47K
Security National Bank 0.01% No change 145 $46K
Washington Trust Advisors, Inc. 0.00% Add +1.4% 144 $46K
Valley Wealth Managers, Inc. 0.00% No change 143 $46K
Salomon & Ludwin, LLC 0.00% New 144 $45K
MV Capital Management, Inc. 0.00% Reduce -0.7% 141 $45K
Prestige Wealth Management Group LLC 0.01% No change 135 $43K
Hollencrest Capital Management 0.00% No change 133 $43K
Glen Eagle Advisors, LLC 0.01% No change 130 $42K
Cornerstone National Bank & Trust Co 0.02% No change 129 $41K
Parvin Asset Management, LLC 0.04% Reduce -15.5% 125 $40K
Steph & Co. 0.01% New 124 $40K
Princeton Global Asset Management LLC 0.01% Add +229.7% 122 $39K
Private Wealth Asset Management, LLC 0.01% Reduce -8.3% 122 $39K
GoalVest Advisory LLC 0.01% Reduce -2.5% 115 $37K
SJS Investment Consulting Inc. 0.01% Reduce -5.8% 113 $36K
Pin Oak Investment Advisors Inc. 0.03% No change 103 $35K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.9% 109 $35K
Painted Porch Advisors LLC 0.01% No change 107 $34K
Twin Peaks Wealth Advisors, LLC 0.01% New 118 $34K
Rakuten Securities, Inc. 0.01% Add +650.0% 105 $34K
Retirement Wealth Solutions LLC 0.02% No change 103 $33K
Hemington Wealth Management 0.00% Add +9.4% 105 $33K
Binnacle Investments Inc 0.02% Reduce -2.8% 103 $33K
J.Safra Asset Management Corp 0.00% Add +209.1% 102 $33K
Motco 0.00% No change 112 $32K
Centennial Bank 0.01% Reduce -9.9% 100 $32K
Evergreen Private Wealth LLC 0.01% No change 96 $31K
Central Pacific Bank - Trust Division 0.00% Reduce -37.7% 96 $31K
Strategic Investment Solutions, Inc. 0.01% No change 93 $30K
Bogart Wealth, LLC 0.00% Add +4.6% 91 $29K
2UniFi Bank 0.01% Reduce -17.4% 81 $26K
Beaird Harris Wealth Management, LLC 0.00% Add +87.8% 77 $25K
JFS Wealth Advisors, LLC 0.00% Reduce -19.6% 74 $24K
SouthState Bank Corp 0.00% Reduce -33.9% 74 $24K
Global Wealth Strategies & Associates 0.01% No change 70 $22K
Westside Investment Management, Inc. 0.00% New 68 $22K
Park Square Financial Group, LLC 0.01% Add +8.6% 63 $20K
Clearstead Trust, LLC 0.00% New 62 $20K
Chung Wu Investment Group, LLC 0.02% Reduce -94.0% 62 $20K
AlphaQuest LLC 0.00% Reduce -36.1% 62 $20K
United Community Bank 0.01% No change 59 $19K
Rialto Wealth Management, LLC 0.01% Reduce -4.9% 58 $19K
Asset Dedication, LLC 0.00% No change 58 $19K
Highline Wealth Partners LLC 0.01% No change 57 $18K
High Note Wealth, LLC 0.00% Reduce -8.1% 57 $18K
Activest Wealth Management 0.00% No change 56 $18K
Truvestments Capital LLC 0.00% No change 56 $18K
Financial Management Professionals, Inc. 0.00% Add +1.8% 56 $18K
Howard Hughes Medical Institute 0.01% New 54 $17K
Salem Investment Counselors Inc. 0.00% No change 49 $16K
Evolution Wealth Management Inc. 0.02% — 48 $15K
Alerus Financial NA 0.00% New 48 $15K
Keener Financial Planning LLC 0.01% No change 49 $15K
Hazlett, Burt & Watson, Inc. 0.01% No change 47 $15K
Capital Analysts, LLC 0.00% No change 47 $15K
Missouri Trust & Investment Co 0.00% Add +411.1% 46 $15K
MTM Investment Management, LLC 0.00% New 45 $14K
West Financial Advisors, LLC 0.00% New 44 $14K
Addison Advisors LLC 0.00% Add +79.2% 43 $14K
Abound Wealth Management 0.00% No change 42 $13K
Rossby Financial, LCC 0.00% Add +583.3% 41 $13K
Crewe Advisors LLC 0.00% Reduce -17.0% 39 $13K
Kilter Group LLC 0.01% New 37 $12K
LGT Financial Advisors LLC 0.03% Add +111.8% 36 $12K
Bell Investment Advisors, Inc 0.00% No change 34 $11K
Centricity Wealth Management, LLC 0.01% No change 34 $11K
Cetera Trust Company, N.A 0.01% No change 34 $11K
Ameriflex Group, Inc. 0.01% No change 34 $11K
Greykasell Wealth Strategies, Inc. 0.00% No change 32 $10K
Armstrong Advisory Group, Inc. 0.00% No change 32 $10K
Sachetta, LLC 0.00% Add +14.8% 31 $10K
GFG Capital, LLC 0.00% New 31 $10K
BOK Financial Private Wealth, Inc. 0.00% New 31 $10K
Aventus Investment Advisors, Inc. 0.01% — 30 $10K
Quintet Private Bank (Europe) S.A. 0.00% No change 30 $10K
Briaud Financial Planning Inc 0.00% New 30 $9K
Avion Wealth 0.00% Add +38.1% 29 $9K
TD Capital Management LLC 0.00% No change 28 $9K
Fortitude Family Office, LLC 0.00% Reduce -56.9% 28 $9K
WealthTrak Capital Management LLC 0.01% Add +85.7% 26 $8K
Caitong International Asset Management Co., Ltd 0.01% Reduce -49.0% 26 $8K
Raffa Wealth Management, LLC 0.00% No change 26 $8K
Dunhill Financial, LLC 0.00% Add +56.3% 25 $8K
Pineridge Advisors LLC 0.00% No change 25 $8K
Bare Financial Services, Inc 0.00% Add +2300.0% 24 $8K
Private Wealth Management Group, LLC 0.00% No change 23 $7K
HighMark Wealth Management LLC 0.00% Reduce -16.0% 21 $7K
Nova Wealth Management, Inc. 0.00% Add +250.0% 21 $7K
Nalls Sherbakoff Group, LLC 0.00% No change 20 $6K
Godsey & Gibb, Inc. 0.00% No change 20 $6K
Aspect Partners, LLC 0.00% No change 20 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 20 $6K
Capital Advisors, Ltd. LLC 0.00% Reduce -32.1% 19 $6K
Tidemark, LLC 0.00% Add +38.5% 18 $6K
Dogwood Wealth Management LLC 0.00% Add +260.0% 18 $6K
IMG Wealth Management, Inc. 0.00% New 17 $5K
Valued Wealth Advisors LLC 0.00% No change 16 $5K
Redmont Wealth Advisors LLC 0.01% New 15 $5K
Sound Income Strategies, LLC 0.00% Add +50.0% 15 $5K
Team Financial Group, LLC 0.00% New 15 $5K
Principia Wealth Advisory, LLC 0.00% Add +27.3% 14 $4K
Clark Wealth Partners 0.00% No change 14 $4K
Riggs Asset Managment Co. Inc. 0.00% Add +160.0% 13 $4K
Vega Investment Solutions 0.00% No change 13 $4K
Cranbrook Wealth Management, LLC 0.00% No change 13 $4K
Albion Financial Group 0.00% No change 13 $4K
MPWM Advisory Solutions, LLC 0.00% Reduce -79.0% 12 $4K
C M Bidwell & Associates Ltd. 0.00% No change 12 $4K
Horizon Financial Services, LLC 0.00% Add +50.0% 12 $4K
Bellwether Advisors, LLC 0.00% Reduce -99.9% 12 $4K
Hughes Financial Services, LLC 0.00% Reduce -7.7% 12 $3K
True Wealth Design, LLC 0.00% Add +57.1% 11 $3K
Physician Wealth Advisors, Inc. 0.00% New 10 $3K
Evelyn Partners Investment Management LLP 0.00% New 10 $3K
Harvest Fund Management Co., Ltd 0.00% Reduce -96.3% 8 $3K
Silicon Valley Capital Partners 0.00% New 9 $3K
Transce3nd, LLC 0.00% New 9 $3K
Cape Investment Advisory, Inc. 0.00% Reduce -75.8% 8 $3K
Stephens Consulting, LLC 0.00% New 8 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 8 $3K
Orion Capital Management LLC 0.00% No change 7 $2K
HHM Wealth Advisors, LLC 0.00% No change 7 $2K
Provenance Wealth Advisors, LLC 0.00% No change 7 $2K
Quaker Wealth Management, LLC 0.00% — 6 $2K
Longfellow Investment Management Co. LLC 0.00% No change 6 $2K
Core Alternative Capital 0.00% No change 6 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
WestEnd Advisors, LLC 0.00% Reduce -14.3% 6 $2K
First Command Advisory Services, Inc. 0.00% No change 6 $2K
Bellevue Asset Management, LLC 0.00% No change 6 $2K
Parkworth Wealth Management, Inc. 0.00% Add +66.7% 5 $2K
Wealth Preservation Advisors, LLC 0.00% No change 5 $2K
American Capital Advisory, LLC 0.00% Add +25.0% 5 $2K
Delos Wealth Advisors, LLC 0.00% New 4 $1K
Carolina Wealth Advisors, LLC 0.00% No change 4 $1K
HFM Investment Advisors, LLC 0.00% Add +100.0% 4 $1K
Total Investment Management Inc. 0.00% New 4 $1K
Wood Tarver Financial Group, LLC 0.00% No change 6 $1K
Redwood Park Advisors LLC 0.00% No change 3 $961
NFSG Corp 0.00% New 3 $960
IMA Advisory Services, Inc. 0.00% New 2 $640
Creative Financial Designs Inc. 0.00% No change 2 $640
DecisionPoint Financial, LLC 0.00% New 2 $639
Maseco LLP 0.00% — 1 $320
Y.D. More Investments Ltd 0.00% Reduce -35.0% 204 $192

"% of holder's portfolio" is AJG's weight in each manager's 13F, not the share of Arthur J Gallagher & Co. the manager owns.