Arthur J Gallagher &AJG

13F holders, Q3 2025 (September 30)
1,342holders −37
103new positions
133sold out
10famous investors
$309.18avg. 13F price*

At the end of Q3 2025, 1,342 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, down 37 from Q2 2025. 103 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($9.7B), JPMorgan Chase & Co. ($6.3B) and BlackRock, Inc. ($5.8B). 10 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Arthur J Gallagher & Co.
Filed as
GALLAGHER ARTHUR J & CO (Q3 2025)
Sector
Finance
CUSIP
363576109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions103$441.8M
Exits133$1.0B

All 13F filers, Q2 2025 → Q3 2025: 14,813,110 shares bought and 13,003,356 shares sold, net +1,809,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,342 holders

Vanguard Group Inc. 0.14% Add +0.3% 31,173,310 $9.7B
JPMorgan Chase & Co. 0.40% Add +19.6% 20,338,533 $6.3B
BlackRock, Inc. 0.10% Reduce -2.2% 18,563,980 $5.8B
FMR LLC 0.20% Reduce -4.1% 12,532,601 $3.9B
Capital World Investors 0.50% Add +0.9% 11,783,119 $3.6B
State Street Corp. 0.12% Add +1.4% 10,891,080 $3.4B
Morgan Stanley 0.16% Add +21.1% 8,585,790 $2.7B
Capital International Investors 0.36% Add +0.6% 7,194,743 $2.2B
Geode Capital Management, LLC 0.12% Add +1.5% 6,002,006 $1.9B
Wellington Management Group LLP 0.18% Add +13.8% 3,270,807 $1.0B
Mitsubishi UFJ Asset Management Co., Ltd. 0.69% Add +30.5% 3,107,390 $962.5M
Principal Financial Group Inc. 0.45% Add +26.1% 2,866,786 $888.0M
T. Rowe Price Investment Management, Inc. 0.50% Add +1806.5% 2,634,040 $815.9M
Brown Advisory Inc. 1.02% Add +10.1% 2,517,922 $779.9M
WCM Investment Management, LLC 1.55% Reduce -1.3% 2,431,998 $743.5M
Northern Trust Corp. 0.09% Reduce -1.3% 2,317,351 $717.8M
Charles Schwab Investment Management Inc. 0.10% Reduce -0.4% 2,028,958 $628.5M
Invesco Ltd. 0.08% Reduce -30.0% 1,647,624 $510.3M
Janus Henderson Group PLC 0.23% Add +5.3% 1,630,287 $505.1M
Bank of America Corp. 0.04% Add +7.0% 1,565,997 $485.1M
Capital Research Global Investors 0.09% Reduce -0.3% 1,540,553 $477.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -14.6% 1,524,561 $472.2M
Envestnet Asset Management Inc. 0.13% Add +1.2% 1,414,100 $438.0M
Goldman Sachs Group Inc. 0.06% Reduce -6.1% 1,402,183 $434.3M
Legal & General Group Plc 0.10% Add +5.3% 1,385,702 $429.2M
FIL Ltd 0.33% Add +12.9% 1,366,380 $423.2M
Bank of New York Mellon Corp 0.08% Reduce -2.2% 1,360,869 $421.5M
Massachusetts Financial Services Co. 0.13% Reduce -51.3% 1,333,179 $412.9M
Sands Capital Management, LLC 0.93% Reduce -2.4% 1,094,070 $338.9M
Findlay Park Partners LLP 3.48% Add +13.3% 1,069,901 $331.4M
Brown Brothers Harriman & Co. 2.02% Reduce -3.1% 1,069,715 $331.3M
Alliancebernstein L.P. 0.10% Reduce -8.0% 1,035,632 $320.8M
Boston Partners 0.33% Add +40.0% 1,032,253 $319.6M
APG Asset Management N.V. 0.89% Add +0.0% 1,197,878 $315.8M
Baillie Gifford & Co. 0.21% Reduce -3.4% 908,885 $281.5M
Deutsche Bank AG 0.09% Add +3.1% 894,562 $277.1M
UBS Group AG 0.05% Reduce -0.7% 840,297 $260.3M
California Public Employees Retirement System 0.15% Reduce -3.8% 825,828 $255.8M
Guinness Asset Management LTD 4.05% Reduce 0.0% 831,125 $254.1M
Royal Bank of Canada 0.05% Add +15.2% 818,059 $253.4M
Barclays PLC 0.09% Add +4.3% 811,244 $251.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.23% Reduce -8.1% 808,952 $250.6M
Chilton Investment Co. Inc. 4.84% Add +10.6% 765,795 $237.2M
Swiss National Bank 0.13% Reduce -4.6% 738,300 $228.7M
Beck Mack & Oliver LLC 4.14% Add +4.7% 734,079 $227.4M
Dimensional Fund Advisors LP 0.05% Reduce -3.9% 695,538 $215.4M
Nuveen, LLC 0.06% Reduce -7.3% 686,536 $212.6M
Mawer Investment Management Ltd. 1.04% Reduce -5.2% 646,298 $200.2M
Balyasny Asset Management L.P. 0.40% Reduce -18.4% 628,509 $194.7M
Raymond James Financial Inc. 0.06% Add +2.8% 597,620 $185.1M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +0.8% 595,365 $184.4M
Allianz Asset Management GmbH 0.22% Add +50.9% 570,565 $176.7M
Amundi 0.06% Reduce -38.3% 560,869 $173.4M
Bank Julius Baer & Co. Ltd, Zurich 0.49% Reduce -1.5% 559,143 $173.2M
HSBC Holdings PLC 0.10% Reduce -2.3% 559,881 $173.0M
Lord, Abbett & Co. LLC 0.52% Reduce -6.2% 545,105 $168.8M
Manufacturers Life Insurance Company, The 0.14% Reduce -32.3% 542,875 $168.1M
Unisphere Establishment 1.31% Add +1.4% 537,500 $166.5M
Bessemer Group Inc. 0.25% Reduce -0.1% 533,333 $165.2M
Global Retirement Partners, LLC 3.49% Add +0.1% 503,025 $155.8M
National Pension Service 0.11% Add +1.6% 477,628 $147.9M
CCLA Investment Management 2.36% Add +12.6% 475,182 $147.3M
Stonehage Fleming Financial Services Holdings Ltd 4.06% Add +0.5% 462,596 $143.3M
Rhumbline Advisers 0.11% Reduce -0.2% 451,928 $140.0M
Wells Fargo & Company 0.03% Reduce -6.4% 447,567 $138.6M
NorthCoast Asset Management LLC 0.54% Add +1.0% 445,096 $137.9M
Franklin Resources Inc. 0.03% Add +19.2% 426,049 $132.0M
Renaissance Technologies 0.16% Add +14.6% 400,500 $124.1M
Congress Asset Management Co. 0.82% Reduce -0.6% 399,210 $123.7M
T. Rowe Price Associates Inc. 0.01% Add +0.2% 396,461 $122.8M
Nomura Asset Management Co. Ltd. 0.31% Add +16.2% 388,480 $120.3M
TD Asset Management Inc 0.10% Reduce -50.4% 388,058 $120.2M
California State Teachers Retirement System 0.12% Reduce -0.9% 386,510 $119.7M
American Century Companies Inc. 0.06% Reduce -30.9% 366,652 $113.6M
Assenagon Asset Management S.A. 0.17% Reduce -2.0% 361,006 $111.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +10.7% 358,048 $110.9M
Regions Financial Corp. 0.72% Reduce -1.2% 356,875 $110.5M
Fenimore Asset Management Inc 2.21% Reduce -0.3% 355,301 $110.1M
BNP Paribas Financial Markets 0.09% Reduce -3.8% 348,430 $107.9M
Natixis Advisors, LLC 0.15% Add +1.6% 335,248 $103.8M
New York State Common Retirement Fund 0.13% Reduce -4.4% 327,639 $101.5M
Credit Agricole S A 0.32% — 307,798 $95.3M
Russell Investments Group, Ltd. 0.11% Add +29.5% 303,854 $94.1M
Zacks Investment Management 0.73% Reduce -0.7% 296,878 $92.0M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -40.7% 293,103 $90.8M
Welch & Forbes LLC 1.09% Reduce -0.6% 292,770 $90.7M
CIBC Private Wealth Group LLC 0.15% Reduce -11.1% 273,659 $84.8M
Nissay Asset Management Corp. /Japan 0.47% Add +122.6% 272,527 $84.4M
Westfield Capital Management Co. LP 0.35% Reduce -16.8% 267,709 $82.9M
CANADA LIFE ASSURANCE Co 0.12% Add +1.7% 267,316 $81.7M
Kornitzer Capital Management Inc. 1.55% Reduce -4.4% 247,099 $76.5M
Ameriprise Financial Inc. 0.02% Add +8.2% 239,487 $74.2M
Bank of Montreal 0.03% Add +5.8% 238,322 $73.8M
Welch Group, LLC 2.74% Add +1.1% 226,514 $70.2M
State Board of Administration of Florida Retirement System 0.12% Reduce -1.8% 224,763 $69.6M
Comerica Bank 0.26% Reduce -13.8% 222,225 $68.8M
Westwood Holdings Group Inc. 0.50% Reduce -6.3% 221,751 $68.7M
LPL Financial LLC 0.02% Reduce -8.8% 217,909 $67.5M
Eventide Asset Management, LLC 1.10% Add +2.9% 216,693 $67.1M
Capital International, Inc. 0.54% Add +24.2% 215,889 $66.9M
NewEdge Advisors, LLC 0.29% Reduce -0.2% 208,890 $64.7M
Sei Investments Co. 0.07% Reduce -46.8% 204,836 $63.5M
Citigroup Inc. 0.04% Reduce -20.4% 202,521 $62.7M
Retirement Systems of Alabama 0.21% Add +13.2% 201,076 $62.3M
Aviva PLC 0.11% Reduce -24.7% 198,056 $61.3M
Millennium Management 0.05% Reduce -52.1% 195,826 $60.7M
Old Republic International Corp. 2.19% No change 190,800 $59.1M
King Luther Capital Management Corp. 0.24% Reduce -15.4% 188,346 $58.3M
Stifel Financial Corp. 0.05% Reduce -14.3% 184,806 $57.2M
Aberdeen Group plc 0.09% Add +33.4% 186,425 $57.0M
Cincinnati Insurance Co. 0.88% New 183,710 $56.9M
Gateway Investment Advisers LLC 0.55% Add +0.0% 183,496 $56.8M
Employees Retirement System of Texas 0.52% Reduce -17.5% 177,100 $54.9M
New York State Teachers Retirement System 0.11% Reduce -0.0% 176,605 $54.7M
Fiera Capital Corp 0.18% New 175,945 $54.5M
MML Investors Services, LLC 0.15% Reduce -3.8% 175,907 $54.5M
Storebrand Asset Management As 0.14% Add +1.3% 169,748 $52.6M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -7.9% 161,976 $50.2M
CI Investments Inc. 0.18% Reduce -60.3% 158,723 $49.2M
Clark Capital Management Group, Inc. 0.31% Add +1.5% 157,699 $48.8M
Federation des caisses Desjardins du Quebec 0.19% Add +15.8% 156,983 $48.6M
KBC Group NV 0.12% Add +6.6% 156,714 $48.5M
Bank of Nova Scotia 0.09% Add +488.4% 156,239 $48.4M
Danske Bank A/S 0.12% Reduce -34.3% 151,970 $47.1M
Royal London Asset Management Ltd. 0.10% Reduce -1.0% 150,584 $46.6M
Woodley Farra Manion Portfolio Management Inc. 2.19% Reduce -44.5% 150,286 $46.5M
Korea Investment CORP 0.09% Add +5.0% 148,786 $46.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.65% No change 146,105 $45.3M
AQR Capital Management 0.03% Add +9.0% 146,664 $45.1M
Fort Washington Investment Advisors Inc. 0.24% Add +9.3% 145,220 $45.0M
Moore Capital Management, LP 0.91% Add +13.0% 145,184 $45.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.26% Reduce -2.3% 145,171 $45.0M
Prudential Financial Inc. 0.05% Reduce -8.9% 144,329 $44.7M
Anchor Capital Advisors LLC 1.29% Add +16.2% 144,228 $44.7M
Beacon Pointe Advisors, LLC 0.37% Add +0.7% 141,074 $43.7M
Cincinnati Financial Corp. 0.85% New 138,259 $42.8M
Voya Investment Management LLC 0.05% Reduce -80.8% 136,476 $42.3M
State of Wisconsin Investment Board 0.10% Reduce -5.5% 136,177 $42.2M
National Bank of Canada 0.05% Reduce -31.5% 135,271 $41.9M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -3.3% 130,885 $40.5M
Benjamin Edwards Inc. 0.45% Add +3.4% 129,719 $40.2M
Premier Fund Managers Ltd 1.64% Add +0.2% 130,761 $40.0M
Oribel Capital Management, LP 3.21% New 128,700 $39.9M
Sequoia Financial Advisors, LLC 0.24% Add +4.8% 127,661 $39.5M
Toronto Dominion Bank 0.08% Reduce -7.4% 126,377 $39.1M
Cullen/Frost Bankers, Inc. 0.45% Reduce -2.5% 126,071 $39.0M
Dearborn Partners LLC 1.83% Add +0.9% 125,990 $39.0M
ASR Vermogensbeheer N.V. 0.46% Add +4.2% 123,553 $38.3M
Campbell Newman Asset Management Inc. 2.79% Add +2.1% 123,392 $38.2M
Macquarie Group Ltd. 0.04% Add +1.3% 122,052 $37.8M
Osaic Holdings, Inc. 0.05% Add +160.1% 114,991 $35.5M
Treasurer of the State of North Carolina 0.11% Reduce -3.8% 114,019 $35.3M
Blair William & Co. 0.09% Reduce -2.8% 113,753 $35.2M
Asset Management One Co., Ltd. 0.10% Add +1.6% 113,750 $35.2M
Captrust Financial Advisors 0.07% Add +0.2% 113,289 $35.1M
Ferguson Wellman Capital Management, Inc. 0.57% Add +0.8% 112,921 $35.0M
Truist Financial Corp. 0.05% Add +1.4% 112,608 $34.9M
Citadel Advisors 0.03% Add +262.3% 111,218 $34.4M
Freestone Grove Partners LP 0.26% Reduce -48.5% 110,811 $34.3M
Pictet Asset Management Holding SA 0.03% Reduce -12.4% 109,580 $33.9M
Tredje AP-fonden 0.27% Add +37.9% 109,212 $33.8M
Thomasville National Bank 2.11% Add +1.1% 108,348 $33.6M
Sandhill Capital Partners LLC 2.34% New 108,253 $33.5M
DekaBank Deutsche Girozentrale 0.06% No change 109,639 $33.4M
Cetera Investment Advisers 0.04% Add +36.9% 106,425 $33.0M
Visualize Group LP 11.03% New 106,294 $32.9M
Bowie Capital Management, LLC 1.48% New 106,196 $32.9M
Natixis 0.18% Add +160.1% 105,326 $32.6M
Central Securities Corp 2.68% No change 105,000 $32.5M
Capital International Sarl 0.55% Add +4.1% 103,449 $32.0M
Investment Management Corp of Ontario 0.48% Add +25.6% 102,052 $31.6M
Quantinno Capital Management LP 0.09% Add +32.2% 101,816 $31.5M
Public Employees Retirement System of Ohio 0.10% Reduce -2.1% 101,302 $31.4M
Mercer Global Advisors Inc. 0.05% Add +153.1% 100,720 $31.2M
Resona Asset Management Co.,Ltd. 0.15% Reduce -4.9% 99,951 $30.9M
Marshall Wace, LLP 0.03% Reduce -32.3% 99,597 $30.8M
Cornerstone Capital, Inc. 2.97% Reduce -2.1% 98,038 $30.4M
Mn Services Vermogensbeheer B.V. 0.19% Add +1.1% 96,710 $30.0M
Schroder Investment Management Group 0.02% Reduce -21.9% 95,265 $29.5M
Annex Advisory Services, LLC 0.63% Add +23.6% 95,153 $29.5M
Swedbank AB 0.03% Add +1.9% 93,691 $29.0M
Canada Pension Plan Investment Board 0.02% Add +17.1% 93,261 $28.9M
KLP Kapitalforvaltning As 0.11% Add +2.1% 92,310 $28.6M
Fisher Funds Management LTD 0.75% Add +40.6% 92,078 $28.5M
Sonora Investment Management Group, LLC 2.02% Reduce -1.0% 91,858 $28.5M
BNP Paribas 0.85% Add +9.7% 91,053 $28.0M
PNC Financial Services Group, Inc. 0.02% Add +3.7% 90,375 $28.0M
State of New Jersey Common Pension Fund D 0.10% Add +4.4% 89,544 $27.7M
Chilton Capital Management LLC 0.93% Reduce -0.8% 88,664 $27.5M
Calamos Advisors LLC 0.16% No change 88,636 $27.5M
Van Hulzen Asset Management, LLC 2.04% Add +6.4% 88,445 $27.4M
State of Tennessee, Department of Treasury 0.09% Reduce -3.6% 85,840 $26.6M
United Capital Financial Advisors, LLC 0.19% Add +96.5% 85,730 $26.6M
Rafferty Asset Management, LLC 0.09% Add +0.2% 85,314 $26.4M
Victory Capital Management Inc. 0.02% Reduce -0.2% 84,395 $26.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +11.7% 82,899 $25.7M
Cumberland Partners Ltd 1.67% Reduce -1.1% 82,593 $25.6M
ARS Investment Partners, LLC 1.67% Reduce -2.8% 81,897 $25.4M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Add +3.4% 81,364 $25.2M
US Bancorp \de 0.03% Reduce -2.1% 80,803 $25.0M
Handelsbanken Fonder AB 0.08% Add +2.4% 79,268 $24.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +31.6% 78,522 $24.3M
PhiloSmith Capital Corp 6.69% No change 77,725 $24.1M
Baldwin Wealth Partners LLC 1.55% Reduce -2.4% 76,829 $23.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.20% Reduce -1.7% 75,994 $23.5M
Baltimore-Washington Financial Advisors, Inc. 1.01% Add +6.8% 75,734 $23.5M
Mountain Pacific Investment Advisers LLC 3.63% Reduce -57.4% 74,916 $23.2M
Ceredex Value Advisors LLC 0.54% New 74,900 $23.2M
Arizona State Retirement System 0.12% Add +0.1% 74,852 $23.2M
Assetmark, Inc. 0.05% Add +80.6% 73,272 $22.7M
Creative Planning 0.02% Add +4.0% 72,012 $22.3M
Public Sector Pension Investment Board 0.08% Add +35.4% 71,304 $22.1M
Professional Advisory Services Inc. 2.57% Add +8.2% 69,909 $21.7M
State of Michigan Retirement System 0.10% Reduce -0.4% 69,287 $21.5M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -3.8% 69,185 $21.4M
Forsta Ap-Fonden 0.13% Add +4.1% 68,700 $21.3M
Ilmarinen Mutual Pension Insurance Co 0.16% No change 68,100 $21.1M
Bristlecone Advisors, LLC 1.75% No change 67,794 $21.0M
North Point Portfolio Managers Corp. 3.45% Reduce -0.8% 67,330 $20.9M
11 Capital Partners LP 5.88% Reduce -2.0% 67,074 $20.8M
HighTower Advisors, LLC 0.02% Add +14.5% 66,340 $20.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Add +10.2% 65,889 $20.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -36.3% 65,789 $20.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +14.6% 65,688 $20.3M
Nisa Investment Advisors, LLC 0.08% Reduce -0.3% 65,484 $20.3M
Czech National Bank 0.14% Add +4.0% 65,111 $20.2M
MetLife Investment Management, LLC 0.10% Reduce -2.5% 64,291 $19.9M
Janney Montgomery Scott LLC 0.05% Add +0.5% 63,368 $19.6M
Lawson Kroeker Investment Management Inc. 3.58% Reduce -4.7% 63,168 $19.6M
Vident Advisory, LLC 0.19% Add +25.3% 62,808 $19.5M
Alley Investment Management Company, LLC 2.25% Add +1.7% 62,558 $19.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -2.0% 61,562 $19.1M
Mariner, LLC 0.02% Reduce -5.2% 60,717 $18.8M
Mackenzie Financial Corp. 0.02% Reduce -44.8% 60,438 $18.7M
STRS Ohio 0.07% Reduce -41.6% 59,781 $18.5M
Ensign Peak Advisors, Inc 0.03% Add +11.2% 58,290 $18.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -74.6% 57,649 $17.9M
Daiwa Securities Group Inc. 0.06% Add +4.1% 57,241 $17.7M
CIBC Asset Management Inc 0.05% Reduce -11.8% 56,769 $17.6M
D. Scott Neal, Inc. 8.12% Reduce -1.6% 56,663 $17.6M
Capital International Ltd. 0.63% Add +1.7% 55,933 $17.3M
Running Oak Capital LLC 1.90% Add +5.5% 54,724 $17.0M
Distillate Capital Partners LLC 0.88% Reduce -1.3% 54,634 $16.9M
iA Global Asset Management Inc. 0.22% New 52,890 $16.4M
Mediolanum International Funds Ltd 0.17% Reduce -11.9% 53,258 $16.3M
Longbow Finance SA 1.59% Reduce -12.3% 52,079 $16.1M
ProShare Advisors LLC 0.03% Reduce -9.2% 51,455 $15.9M
Newport Capital Group, LLC 9.99% Add +0.0% 51,333 $15.9M
Brookstone Capital Management 0.19% Add +33.6% 51,316 $15.9M
Thrivent Financial for Lutherans 0.03% Add +4.5% 51,167 $15.8M
Rench Wealth Management, Inc. 4.58% Add +1.9% 50,435 $15.6M
Varma Mutual Pension Insurance Co 0.10% Add +21.8% 50,250 $15.6M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +91.8% 50,072 $15.5M
Generate Investment Management Ltd 0.79% Add +184.1% 50,000 $15.5M
Amalgamated Bank 0.11% Reduce -1.4% 49,635 $15.4M
DNB Asset Management AS 0.06% Add +2.1% 49,533 $15.3M
Factory Mutual Insurance Co. 0.15% Add +241.4% 49,500 $15.3M
State of Alaska, Department of Revenue 0.16% Reduce -2.8% 49,247 $15.3M
Appleton Partners Inc. 1.02% Add +1.2% 48,854 $15.1M
South Street Advisors LLC 1.97% Add +0.4% 48,609 $15.1M
Picton Mahoney Asset Management 0.19% Reduce -4.4% 48,481 $15.0M
Sanctuary Advisors, LLC 0.09% Reduce -7.1% 48,061 $14.9M
Tompkins Financial Corp. 1.24% Reduce -1.4% 48,007 $14.9M
FineMark National Bank & Trust 0.48% Reduce -0.5% 47,833 $14.8M
Trillium Asset Management, LLC 0.39% Add +519.0% 47,820 $14.8M
Pathstone Holdings, LLC 0.06% Add +27.6% 46,788 $14.5M
IFM Investors Pty Ltd 0.13% Reduce -0.2% 47,540 $14.5M
Gotham Asset Management 0.06% Add +32.3% 46,662 $14.5M
Capital Group Private Client Services, Inc. 0.24% Reduce -76.8% 46,016 $14.3M
Busey Bank 0.39% Add +1.5% 45,364 $14.1M
GW&K Investment Management, LLC 0.12% Reduce -3.8% 45,051 $14.0M
Prospector Partners LLC 1.70% Reduce -42.1% 44,964 $13.9M
Teachers Retirement System of the State of Kentucky 0.11% Add +127.3% 44,777 $13.9M
Pelham Capital Ltd. 7.20% New 44,672 $13.8M
First Trust Advisors LP 0.01% Reduce -72.3% 44,462 $13.8M
Taikang Asset Management (Hong Kong) Co Ltd 1.53% Add +242.4% 44,100 $13.7M
Focus Partners Wealth 0.02% Add +49.7% 43,876 $13.6M
Segment Wealth Management, LLC 0.81% Add +0.6% 43,578 $13.5M
Corient Private Wealth LP 0.02% Reduce -32.9% 43,554 $13.5M
O'shaughnessy Asset Management, LLC 0.08% Add +0.4% 43,067 $13.3M
Oppenheimer Asset Management Inc. 0.15% Reduce -1.1% 42,904 $13.3M
Nicola Wealth Management LTD. 1.18% Add +71.6% 42,900 $13.3M
Utah Retirement Systems 0.13% Add +2.4% 41,907 $13.0M
USS Investment Management Ltd 0.06% No change 41,199 $12.8M
Police & Firemen's Retirement System of New Jersey 0.10% Add +6.1% 40,819 $12.6M
Verity & Verity, LLC 1.01% Reduce -1.3% 40,780 $12.6M
First Citizens Bank & Trust Co. 0.27% Reduce -2.0% 40,257 $12.5M
Commonwealth Equity Services, LLC 0.02% Add +7.4% 40,156 $12.4M
Talbot Financial, LLC 1.04% Add +4.6% 39,858 $12.3M
Teacher Retirement System of Texas 0.05% Reduce -52.1% 39,521 $12.2M
Bridgewater Associates 0.05% New 39,190 $12.1M
Xponance LLC 0.09% Reduce -8.6% 38,191 $11.8M
Renaissance Investment Group LLC 2.35% Add +1.5% 37,454 $11.6M
New York Life Investment Management LLC 0.10% Reduce -2.5% 37,387 $11.6M
Cerity Partners LLC 0.02% Reduce -3.1% 37,292 $11.6M
Park Avenue Securities LLC 0.09% Add +8.3% 37,257 $11.5M
CIBC Bancorp USA Inc. 0.07% — 35,361 $11.0M
Cibc World Market Inc. 0.02% Reduce -7.1% 35,295 $10.9M
Brant Point Investment Management LLC 2.41% No change 35,072 $10.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +0.4% 34,683 $10.7M
Rathbones Group PLC 0.04% Add +2.4% 34,399 $10.7M
D. E. Shaw & Co. 0.01% New 34,390 $10.7M
Wealthfront Advisers LLC 0.02% Add +5.7% 34,023 $10.5M
Baird Financial Group, Inc. 0.02% Add +1.1% 33,849 $10.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -3.2% 33,306 $10.3M
Sigma Investment Counselors Inc. 0.54% Add +1.0% 33,296 $10.3M
Exencial Wealth Advisors, LLC 0.33% Reduce -3.1% 33,013 $10.2M
PFG Advisors 0.42% Add +12.0% 32,787 $10.2M
McKinley Carter Wealth Services, Inc. 0.53% Reduce -0.1% 32,377 $10.0M
Smithbridge Asset Management Inc. 1.45% Reduce -1.2% 32,144 $10.0M
Private Advisor Group, LLC 0.05% Add +7.1% 32,059 $9.9M
Caprock Group, LLC 0.24% — 32,625 $9.9M
Bath Savings Trust Co 0.98% Add +13.6% 31,863 $9.9M
Hantz Financial Services, Inc. 0.15% Reduce -9.9% 31,841 $9.9M
Ethic Inc. 0.16% Add +18.1% 30,777 $9.5M
Dakota Wealth Management 0.19% Reduce -63.6% 30,688 $9.5M
North Star Investment Management Corp. 0.60% Reduce -2.7% 30,361 $9.4M
Bahl & Gaynor LLC 0.05% Reduce -1.0% 30,160 $9.3M
Agf Management Ltd. 0.04% New 29,823 $9.2M
Yousif Capital Management, LLC 0.10% Reduce -11.9% 29,543 $9.2M
Oregon Public Employees Retirement Fund 0.12% Add +33.0% 29,307 $9.1M
Strategy Asset Managers LLC 1.60% Reduce -3.9% 28,776 $8.9M
LBP Am SA 0.11% New 28,738 $8.9M
Vanguard Personalized Indexing Management, LLC 0.09% Add +2.7% 28,706 $8.9M
Marks Group Wealth Management, Inc 0.82% Reduce -1.8% 28,429 $8.8M
Rockefeller Capital Management L.P. 0.02% Reduce -1.7% 28,219 $8.7M
Nordea Investment Management AB 0.01% Add +10.3% 28,216 $8.7M
Donor Advised Charitable Giving, Inc. 0.17% No change 27,855 $8.6M
Mutual of America Capital Management LLC 0.09% Reduce -5.4% 27,790 $8.6M
OP Asset Management Ltd 0.11% Add +2.5% 27,702 $8.6M
Geneos Wealth Management Inc. 0.22% Reduce -49.2% 27,677 $8.6M
Fourpath Capital Management, LLC 1.19% Reduce -0.7% 27,106 $8.4M
Swiss Life Asset Management Ltd 0.04% Reduce -7.2% 26,755 $8.3M
First Manhattan Co. Llc. 0.02% Reduce -12.6% 26,725 $8.3M
Tocqueville Asset Management L.P. 0.12% Add +1.9% 26,717 $8.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.4% 26,712 $8.3M
Interval Partners, LP 0.18% New 26,552 $8.2M
AIA Group Ltd 0.14% Add +23.2% 26,309 $8.1M
Jackson Wealth Management, LLC 0.81% Add +1.5% 26,306 $8.1M
NEOS Investment Management LLC 0.06% Add +50.3% 25,645 $7.9M
James Investment Research, Inc. 0.86% Reduce -1.8% 25,546 $7.9M
GAMCO Investors 0.08% Reduce -0.8% 25,529 $7.9M
Fifth Third Bancorp 0.03% Reduce -1.1% 25,407 $7.9M
EULAV Asset Management 0.18% No change 25,400 $7.9M
Virtue Capital Management, LLC 1.25% Add +6719.7% 131,689 $7.8M
KG Capital Management 2.14% Add +0.7% 25,139 $7.8M
Douglass Winthrop Advisors, LLC 0.14% Reduce -0.5% 25,065 $7.8M
Ascent Wealth Partners, LLC 0.88% Reduce -1.1% 24,565 $7.6M
Torray Investment Partners LLC 1.06% Add +27.9% 24,387 $7.6M
Boothbay Fund Management, LLC 0.20% Add +1712.6% 24,361 $7.5M
Cwm, LLC 0.02% Reduce -2.8% 24,277 $7.5M
Sit Investment Associates Inc. 0.15% Reduce -4.6% 23,907 $7.4M
Stratos Wealth Partners, LTD. 0.09% Add +2.8% 23,885 $7.4M
Susquehanna International Group, LLP 0.01% Reduce -85.5% 23,586 $7.3M
Prospera Financial Services Inc 0.12% Add +2.4% 23,563 $7.3M
Susquehanna Fundamental Investments, LLC 0.28% Add +513.6% 23,311 $7.2M
Commerce Bank 0.04% Reduce -2.7% 22,918 $7.1M
Elo Mutual Pension Insurance Co 0.12% Add +17.5% 22,814 $7.1M
Peapack Gladstone Financial Corp. 0.09% Add +12.4% 22,461 $7.0M
Silvercrest Asset Management Group LLC 0.05% Add +3.2% 22,092 $6.8M
HighPoint Advisor Group LLC 0.33% Reduce -1.5% 22,048 $6.8M
Colonial Trust Co / SC 0.91% Add +0.0% 21,879 $6.8M
UniSuper Management Pty Ltd 0.04% Add +23.1% 21,813 $6.8M
Atria Investments, Inc 0.08% Reduce -15.3% 21,512 $6.7M
Callan Family Office, LLC 0.21% Add +8.6% 21,293 $6.6M
M&T Bank Corp 0.02% Reduce -30.1% 21,223 $6.6M
Candriam S.C.A. 0.03% Reduce -5.6% 21,042 $6.5M
Gabelli Funds LLC 0.04% No change 20,925 $6.5M
Ieq Capital, LLC 0.02% Reduce -1.2% 20,677 $6.4M
Pacer Advisors, Inc. 0.02% Reduce -22.0% 20,628 $6.4M
Vontobel Holding Ltd. 0.02% Reduce -5.0% 20,556 $6.4M
Duncker Streett & Co. Inc. 1.10% Reduce -0.2% 20,453 $6.3M
Avanza Fonder AB 0.16% Add +10.4% 20,367 $6.3M
Atlantic Union Bankshares Corp 0.12% Reduce -1.9% 19,959 $6.2M
CENTRAL TRUST Co 0.13% Reduce -5.2% 19,909 $6.2M
Family Legacy, Inc. 1.88% Add +0.4% 19,901 $6.2M
Empowered Funds, LLC 0.06% Add +0.6% 19,639 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +31.8% 19,585 $6.1M
Spirepoint Private Client, LLC 0.62% Add +2.9% 19,169 $5.9M
Journey Advisory Group, LLC 0.43% Add +0.6% 18,903 $5.9M
First American Bank 0.37% Reduce -6.0% 18,811 $5.8M
Pittenger & Anderson Inc. 0.21% Reduce -2.5% 18,673 $5.8M
Private Management Group Inc. 0.17% Reduce -1.7% 18,485 $5.7M
GAM Holding AG 0.35% Add +46.5% 18,377 $5.7M
Mizuho Securities USA LLC 0.11% Add +5.5% 18,672 $5.7M
Wendell David Associates Inc. 0.56% Add +14.1% 18,174 $5.6M
Flputnam Investment Management Co. 0.08% Reduce -33.4% 18,017 $5.6M
Chicago Partners Investment Group LLC 0.15% Reduce -0.2% 20,810 $5.6M
DAVENPORT & Co LLC 0.03% Add +2.2% 17,848 $5.5M
Bfsg, LLC 0.52% Reduce -1.8% 17,286 $5.4M
Sitrin Capital Management LLC 2.55% Reduce -0.3% 17,143 $5.3M
Andra AP-fonden 0.07% Add +13.3% 17,100 $5.3M
Hennion & Walsh Asset Management, Inc. 0.19% Add +7.4% 16,597 $5.1M
Barbara Oil Co. 1.90% No change 16,500 $5.1M
Keebeck Wealth Management 0.60% Reduce -3.3% 16,500 $5.1M
TD Private Client Wealth LLC 0.11% Add +2.6% 16,348 $5.1M
Kentucky Retirement Systems 0.14% Add +1.1% 15,922 $4.9M
SummitTX Capital, L.P. 0.20% Add +1092.7% 15,887 $4.9M
Brookmont Capital Management 2.72% Reduce -4.5% 15,788 $4.9M
Transamerica Financial Advisors, LLC 0.40% Add +4.0% 15,738 $4.9M
Romano Brothers and Company 0.55% Reduce -2.0% 15,392 $4.8M
Freedom Day Solutions, LLC 1.27% New 15,146 $4.7M
Hartford Investment Management Co. 0.14% Reduce -2.7% 15,071 $4.7M
1832 Asset Management L.P. 0.01% Reduce -15.1% 15,000 $4.6M
Ballew Advisors, Inc 2.55% Reduce -10.4% 15,014 $4.6M
Ayrshire Capital Management LLC 2.10% Reduce -36.4% 14,617 $4.5M
Oxbow Advisors, LLC 0.42% No change 14,424 $4.5M
Kestra Advisory Services, LLC 0.02% Reduce -68.7% 14,101 $4.4M
Intech Investment Management LLC 0.04% Reduce -50.9% 14,021 $4.3M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -24.5% 13,996 $4.3M
Principal Securities, Inc. 0.07% Add +8.9% 13,995 $4.3M
Coldstream Capital Management Inc. 0.06% Add +1.3% 13,892 $4.3M
Robbins Farley 1.77% Add +12.4% 13,733 $4.3M
Bradley Foster & Sargent Inc. 0.06% Add +2.3% 13,712 $4.2M
Ariel Investments 0.05% New 13,645 $4.2M
William Blair Investment Management, LLC 0.01% Reduce -59.5% 13,511 $4.2M
Louisiana State Employees Retirement System 0.07% No change 13,500 $4.2M
Arthur M. Cohen & Associates, LLC 0.70% Add +3.3% 13,402 $4.2M
Norinchukin Bank, The 0.06% Add +1.7% 13,369 $4.1M
Nelson Capital Management, LLC 0.49% Add +1.3% 13,343 $4.1M
Brasada Capital Management, LP 0.70% Add +5.1% 13,302 $4.1M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -12.9% 12,924 $4.0M
New Age Alpha Advisors, LLC 0.17% Reduce -10.4% 12,791 $4.0M
Neuberger Berman Group LLC 0.00% Reduce -82.8% 12,714 $3.9M
Synovus Financial Corp. 0.04% Add +32.9% 12,700 $3.9M
Maryland State Retirement & Pension System 0.08% Add +2.5% 12,638 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.18% Add +25.9% 12,615 $3.9M
Trust Co. of Toledo NA 0.39% Reduce -1.3% 12,518 $3.9M
Gulf International Bank (UK) Ltd 0.13% Reduce -1.9% 12,509 $3.9M
Securian Asset Management, Inc. 0.10% Reduce -7.3% 12,398 $3.8M
Vaughan Nelson Investment Management, L.P. 0.03% No change 12,395 $3.8M
SVB Wealth LLC 0.21% Add +0.6% 12,379 $3.8M
Daiichi Life Insurance Co., Ltd. 0.10% Add +7.5% 12,363 $3.8M
Eastern Bank 0.07% Add +1737.6% 12,312 $3.8M
New Vernon Investment Management LLC 3.51% No change 12,141 $3.8M
Bollard Group LLC 0.09% Add +0.2% 12,138 $3.8M
Crossmark Global Holdings, Inc. 0.06% Reduce -0.7% 12,106 $3.7M
ING Groep NV 0.02% Reduce -3.1% 12,006 $3.7M
Hilltop Holdings Inc. 0.19% Reduce -0.8% 11,892 $3.7M
TrinityBridge Ltd 0.08% Reduce -90.3% 11,844 $3.7M
Jones Financial Companies LLLP 0.00% Add +14.4% 12,045 $3.7M
Panagora Asset Management Inc. 0.01% Add +176.7% 11,817 $3.7M
Sovereign's Capital Management, LLC 1.96% Add +0.2% 11,648 $3.6M
Clearstead Advisors, LLC 0.05% Add +1.9% 11,610 $3.6M
New Mexico Educational Retirement Board 0.11% Reduce -0.9% 11,550 $3.6M
Chicago Capital, LLC 0.09% Reduce -1.7% 11,538 $3.6M
WESPAC Advisors SoCal, LLC 0.72% Add +5.1% 11,504 $3.6M
Capital Group Investment Management Pte. LTD. 0.60% No change 11,475 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +57.6% 11,457 $3.5M
Prosperity Consulting Group, LLC 0.17% Add +1.3% 11,389 $3.5M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -11.6% 11,366 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.6% 11,275 $3.5M
Jefferies Financial Group Inc. 0.03% Add +124.0% 11,200 $3.5M
Walleye Trading LLC 0.06% Add +9.3% 11,172 $3.5M
Prescott Group Capital Management, L.L.C. 0.36% Reduce -21.2% 11,138 $3.4M
E. Ohman J:or Asset Management AB 0.08% No change 11,075 $3.4M
Allworth Financial LP 0.02% Add +1.9% 11,063 $3.4M
Cornerstone Advisors, LLC 0.11% No change 11,000 $3.4M
Whittier Trust Co. 0.04% Add +0.5% 10,915 $3.4M
Neo Ivy Capital Management 0.82% Add +385.0% 10,918 $3.4M
Landscape Capital Management, L.L.C. 0.21% Add +136.9% 10,876 $3.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -26.5% 10,841 $3.4M
LGT Fund Management Co Ltd. 0.27% Add +19.7% 10,945 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +5.4% 10,530 $3.3M
Legacy Wealth Management, LLC / MS 0.98% Reduce -22.3% 10,483 $3.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -4.9% 10,573 $3.2M
Tilia Fiduciary Partners, Inc. 1.86% Add +1.8% 10,392 $3.2M
NewEdge Wealth, LLC 0.05% Reduce -1.5% 12,911 $3.2M
Verition Fund Management LLC 0.02% Reduce -20.1% 10,338 $3.2M
Trueblood Wealth Management, LLC 1.22% Add +1.3% 10,121 $3.1M
AG2R La Mondiale Gestion D'actifs 0.16% No change 9,703 $3.1M
Ritholtz Wealth Management 0.06% Add +1.8% 10,016 $3.1M
Telligent Fund, LP 2.65% Reduce -16.7% 10,000 $3.1M
Game Creek Capital, LP 1.33% No change 10,000 $3.1M
Harvest Investment Services, LLC 0.62% Add +28.7% 9,992 $3.1M
Metis Global Partners, LLC 0.07% Reduce -19.8% 9,972 $3.1M
Ancora Advisors LLC 0.06% Reduce -1.0% 9,918 $3.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -1.5% 9,754 $3.0M
Fairfield Financial Advisors, LTD 1.01% Reduce -3.2% 9,646 $3.0M
Lido Advisors, LLC 0.01% Add +7.6% 9,642 $3.0M
Apollon Wealth Management, LLC 0.05% Add +2.1% 9,579 $3.0M
Jane Street Group, LLC 0.00% Add +2.5% 9,572 $3.0M
HB Wealth Management, LLC 0.02% Add +4.0% 9,553 $3.0M
Group One Trading LLC 0.09% Add +618.1% 9,415 $2.9M
Farther Finance Advisors, LLC 0.04% Add +17.5% 9,250 $2.9M
Choreo, LLC 0.04% Reduce -13.3% 9,233 $2.9M
C WorldWide Group Holding A/S 0.04% Add +40.9% 9,224 $2.9M
UMB Bank, n.a. 0.04% Reduce -0.8% 9,221 $2.9M
Ostrum Asset Management 0.13% Add +101.8% 9,220 $2.9M
Old North State Trust, LLC 1.73% Reduce -1.1% 9,190 $2.8M
Knollwood Investment Advisory, LLC 0.26% Reduce -0.3% 9,168 $2.8M
Allstate Corp. 0.06% Add +1042.1% 9,114 $2.8M
Worldquant Millennium Advisors LLC 0.01% New 9,052 $2.8M
Glenmede Investment Management, LP 0.01% Reduce -3.0% 8,844 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +5.6% 8,814 $2.7M
Tidal Investments LLC 0.01% Add +12.1% 8,666 $2.7M
Leavell Investment Management, Inc. 0.11% Reduce -7.5% 8,635 $2.7M
Atom Investors LP 0.20% Add +22.9% 8,600 $2.7M
Harbor Advisors LLC 0.40% No change 8,375 $2.6M
Delta Global Management LP 0.19% New 8,328 $2.6M
Arkadios Wealth Advisors 0.06% Add +13.7% 8,198 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.0% 8,170 $2.5M
Iams Wealth Management, LLC 1.01% Add +18.8% 8,119 $2.5M
Nations Financial Group Inc, /Ia/ 0.16% Add +1.1% 8,099 $2.5M
First Nebraska Trust Co 0.23% Reduce -0.2% 8,084 $2.5M
Concurrent Investment Advisors, LLC 0.04% Add +3.9% 8,083 $2.5M
Merit Financial Group, LLC 0.02% Reduce -35.9% 8,036 $2.5M
Hohimer Wealth Management, LLC 0.35% New 7,976 $2.5M
Terra Nova Asset Management LLC 1.56% Reduce -22.4% 7,967 $2.5M
Sterling Capital Management LLC 0.04% Reduce -56.4% 7,903 $2.4M
Provident Wealth Management, LLC 0.73% No change 7,819 $2.4M
Leeward Financial Partners, LLC 0.69% Add +14.3% 7,794 $2.4M
OMERS ADMINISTRATION Corp 0.02% No change 7,725 $2.4M
RFG Advisory, LLC 0.05% Add +7.0% 7,710 $2.4M
Siemens Fonds Invest GmbH 0.13% No change 7,691 $2.4M
Lombard Odier Asset Management (USA) Corp 0.64% Reduce -19.6% 7,688 $2.4M
Nomura Holdings Inc. 0.01% Add +350.2% 7,636 $2.4M
Bailard, Inc. 0.05% Reduce -1.2% 7,605 $2.4M
Fulcrum Asset Management LLP 0.65% Reduce -2.7% 7,564 $2.3M
VeraBank, N.A. 0.44% Reduce -3.5% 7,524 $2.3M
Bright Rock Capital Management, LLC 0.46% No change 7,500 $2.3M
Arlington Trust Co LLC 0.41% No change 7,382 $2.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 7,373 $2.3M
Cox Capital Mgt LLC 1.48% Add +3.0% 7,316 $2.3M
Wealthspire Advisors, LLC 0.01% Reduce -2.4% 7,294 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Add +1.0% 7,281 $2.3M
Praxis Investment Management Inc. 0.13% No change 7,260 $2.2M
OneDigital Investment Advisors LLC 0.02% Reduce -4.6% 7,151 $2.2M
&partners 0.01% Add +35.3% 7,147 $2.2M
Ascent Group, LLC 0.08% Add +47.9% 7,055 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.26% Reduce -4.9% 7,044 $2.2M
Moody National Bank Trust Division 0.18% Add +0.2% 7,033 $2.2M
Savant Capital, LLC 0.01% Add +2.7% 7,021 $2.2M
Wolverine Trading, LLC 0.04% Reduce -11.2% 7,104 $2.2M
Heritage Family Offices, LLP 1.01% Reduce -12.4% 7,007 $2.2M
Mufg Securities Americas Inc. 0.14% Add +21.8% 6,914 $2.1M
Squarepoint Ops LLC 0.00% Reduce -77.1% 6,838 $2.1M
Oppenheimer & Co. Inc. 0.03% Add +0.5% 6,837 $2.1M
Manhattan West Asset Management, LLC 0.45% New 6,821 $2.1M
AE Wealth Management LLC 0.01% Reduce -1.8% 6,787 $2.1M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -3.3% 6,785 $2.1M
Meiji Yasuda Life Insurance Co 0.06% Reduce -2.9% 6,714 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -0.2% 6,674 $2.1M
SG Americas Securities, LLC 0.01% Add +109.6% 6,590 $2.0M
MAI Capital Management 0.01% Add +19.6% 6,580 $2.0M
Quadrant Capital Group LLC 0.07% Add +7.7% 6,544 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Add +21.4% 6,431 $2.0M
Schear Investment Advisers, LLC 0.89% Reduce -1.0% 6,424 $2.0M
Cabot Wealth Management Inc. 0.22% No change 6,415 $2.0M
Rakuten Investment Management, Inc. 0.01% — 39,959 $2.0M
J.W. Cole Advisors, Inc. 0.04% Reduce -1.3% 6,170 $1.9M
Summit Trail Advisors, LLC 0.03% Add +100.5% 6,165 $1.9M
Disciplined Investments, LLC 0.75% Add +3.0% 6,077 $1.9M
Keybank National Association 0.01% Add +5.3% 6,052 $1.9M
Frank, Rimerman Advisors LLC 0.12% Add +0.6% 6,051 $1.9M
Coppell Advisory Solutions LLC 0.20% Add +12.8% 6,048 $1.8M
Virtus Investment Advisers, LLC 0.53% New 5,929 $1.8M
Alteri Wealth LLC 0.63% Add +0.1% 5,920 $1.8M
Empower Advisory Group, LLC 0.00% Add +5.7% 5,696 $1.8M
Stephens Inc. 0.02% Reduce -10.9% 5,587 $1.7M
Potomac Fund Management Inc. 0.07% Reduce -0.7% 5,527 $1.7M
Parsons Capital Management Inc. 0.10% Add +6.3% 5,519 $1.7M
Eagle Wealth Strategies LLC 0.85% Add +0.1% 5,503 $1.7M
Seelaus Asset Management LLC 1.37% Add +0.7% 5,498 $1.7M
Builder Investment Group Inc. 0.38% No change 5,496 $1.7M
Contravisory Investment Management, Inc. 0.33% Reduce -1.4% 5,424 $1.7M
Roundview Capital LLC 0.11% Add +124.4% 5,376 $1.7M
Trustmark Bank Trust Department 0.11% Reduce -2.0% 5,321 $1.6M
Covenant Partners, LLC 0.46% No change 5,288 $1.6M
BankPlus Trust Department 0.43% Reduce -1.8% 5,237 $1.6M
Legato Capital Management LLC 0.18% No change 5,210 $1.6M
Dover Advisors, LLC 0.64% Reduce -0.8% 5,184 $1.6M
Vestcor Inc 0.05% No change 5,183 $1.6M
GAMMA Investing LLC 0.09% Reduce -1.0% 5,134 $1.6M
Guggenheim Capital LLC 0.01% Reduce -31.1% 5,134 $1.6M
Prudential PLC 0.01% Reduce -81.4% 5,074 $1.6M
GC Wealth Management RIA, LLC 0.05% Add +111.5% 5,067 $1.6M
Ossiam 0.02% Reduce -13.3% 5,061 $1.6M
Canada Post Corp Registered Pension Plan 0.07% Add +45.1% 5,119 $1.6M
QRG Capital Management, Inc. 0.02% Reduce -44.9% 5,051 $1.6M
Oddo BHF Asset Management Sas 0.06% Reduce -71.2% 5,003 $1.5M
Merrion Investment Management Co, LLC 0.89% No change 5,000 $1.5M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +58.2% 4,946 $1.5M
Aptus Capital Advisors, LLC 0.01% Reduce -1.7% 4,946 $1.5M
Portfolio Design Labs, LLC 0.26% Add +95.0% 4,935 $1.5M
Curi Capital, LLC 0.03% Add +3.5% 4,913 $1.5M
MUFG Securities EMEA plc 0.04% Add +548.2% 4,907 $1.5M
EPG Wealth Management LLC 0.42% Add +6.2% 4,885 $1.5M
South Dakota Investment Council 0.03% Reduce -16.0% 4,717 $1.5M
Maridea Wealth Management LLC 0.23% New 5,230 $1.5M
Wedbush Securities Inc. 0.05% Add +1.7% 4,658 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -33.8% 4,610 $1.4M
Meeder Advisory Services, Inc. 0.07% Reduce -0.1% 4,605 $1.4M
Gilbert & Cook, Inc. 0.18% Add +11.4% 4,593 $1.4M
Advisory Services Network, LLC 0.02% Reduce -45.5% 4,580 $1.4M
Coastal Bridge Advisors, LLC 0.11% Reduce -0.6% 4,576 $1.4M
Penobscot Investment Management Company, Inc. 0.11% Reduce -11.9% 4,555 $1.4M
Sfm, LLC 0.82% Add +4.3% 4,548 $1.4M
Signaturefd, LLC 0.02% Add +2.8% 4,480 $1.4M
Brooklyn Investment Group 0.19% Reduce -0.1% 4,340 $1.4M
Independent Advisor Alliance 0.04% Reduce -19.9% 4,431 $1.4M
Pinebridge Investments, L.P. 0.01% Reduce -67.6% 4,415 $1.4M
Horizon Investments, LLC 0.02% Reduce -5.5% 4,361 $1.4M
Court Place Advisors, LLC 0.40% No change 4,333 $1.3M
Fiduciary Trust Co 0.02% Add +0.7% 4,330 $1.3M
Argent Trust Co 0.05% Reduce -18.4% 4,257 $1.3M
HMS Capital Management, LLC 0.55% Reduce -3.4% 4,217 $1.3M
St Germain D J Co. Inc. 0.05% No change 4,195 $1.3M
DRW Securities, LLC 0.07% Add +50.2% 4,175 $1.3M
World Investment Advisors 0.03% Add +13.9% 4,180 $1.3M
Parallel Advisors, LLC 0.02% Add +2.3% 4,178 $1.3M
Everett Harris & Co. 0.02% Reduce -0.6% 4,168 $1.3M
Advisor OS, LLC 0.11% Add +5.8% 4,136 $1.3M
Shell Asset Management Co. 0.13% Reduce -38.7% 4,125 $1.3M
Raiffeisen Bank International AG 0.02% Add +122.3% 4,176 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -4.9% 4,099 $1.3M
Menard Financial Group LLC 0.85% Add +9.4% 4,090 $1.3M
Ellis Investment Partners, LLC 0.23% Reduce -5.4% 4,042 $1.3M
Lebenthal Global Advisors, LLC 0.22% Add +6.1% 4,011 $1.2M
Citizens Financial Group Inc. 0.02% Add +1.0% 3,958 $1.2M
Oak Ridge Investments LLC 0.08% Add +0.7% 3,954 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -0.1% 3,930 $1.2M
Abn Amro Investment Solutions 0.02% No change 3,924 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -0.8% 3,922 $1.2M
Great Valley Advisor Group, Inc. 0.02% Add +60.8% 3,913 $1.2M
AustralianSuper Pty Ltd 0.01% Add +181.7% 3,913 $1.2M
Essex Investment Management Co. LLC 0.18% No change 3,887 $1.2M
Tema ETFs LLC 0.10% New 3,858 $1.2M
Fiduciary Alliance LLC 0.08% Reduce -4.2% 3,828 $1.2M
Sigma Planning Corp 0.03% Reduce -5.8% 3,802 $1.2M
Promus Capital, LLC 0.75% Add +2.3% 3,780 $1.2M
Pinnacle Financial Partners Inc 0.03% Add +5.1% 3,777 $1.2M
Connecticut Wealth Management, LLC 0.05% Reduce -3.6% 3,759 $1.2M
Equitable Holdings, Inc. 0.01% Add +16.2% 3,759 $1.2M
Marino, Stram & Associates LLC 0.21% Reduce -16.5% 3,746 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +15.9% 3,686 $1.1M
Evercore Wealth Management, LLC 0.02% Reduce -22.4% 3,684 $1.1M
Wedmont Private Capital 0.04% Add +3.0% 3,619 $1.1M
Voleon Capital Management LP 0.03% Add +83.7% 3,618 $1.1M
Tritonpoint Wealth, LLC 0.10% Add +12.3% 3,617 $1.1M
FORA Capital, LLC 0.20% New 3,612 $1.1M
PFG Investments, LLC 0.06% Reduce -1.0% 3,547 $1.1M
Mgo One Seven LLC 0.03% Add +11.8% 3,525 $1.1M
TFR Capital, LLC. 0.36% Add +2.5% 3,519 $1.1M
Profund Advisors LLC 0.04% Add +9.7% 3,509 $1.1M
Payden & Rygel 0.09% Reduce -94.5% 3,500 $1.1M
World Equity Group, Inc. 0.24% Add +8.9% 3,481 $1.1M
EverSource Wealth Advisors, LLC 0.04% Add +4.1% 3,471 $1.1M
Arete Wealth Advisors, LLC 0.07% Reduce -0.3% 3,469 $1.1M
GPS Wealth Strategies Group, LLC 0.11% Add +3.3% 3,464 $1.1M
Greenleaf Trust 0.01% Add +0.3% 3,463 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.31% Reduce -35.0% 3,450 $1.1M
BTG Pactual Asset Management US LLC 0.13% Reduce -53.6% 3,444 $1.1M
Avestar Capital, LLC 0.08% Add +4.0% 3,439 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -5.6% 3,420 $1.1M
Guinness Atkinson Asset Management Inc 0.50% No change 3,463 $1.1M
Advisory Alpha, LLC 0.03% Add +19.6% 3,320 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +136.1% 3,307 $1.0M
Sunbelt Securities, Inc. 0.07% Reduce -2.5% 3,299 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +4.4% 3,254 $1.0M
IFP Advisors, Inc 0.03% Add +7.4% 3,248 $1.0M
Allen Investment Management, LLC 0.01% No change 3,242 $1.0M
Triangle Securities Wealth Management 0.23% No change 3,231 $1.0M
Haverford Trust Co 0.01% Reduce -1.0% 3,229 $1.0M
Allred Capital Management, LLC 0.35% Add +0.5% 3,223 $998K
Tred Avon Family Wealth, LLC 0.34% — 3,204 $992K
NorthRock Partners, LLC 0.02% Add +40.6% 3,198 $991K
Johnson Financial Group, Inc. 0.04% Add +1125.4% 3,186 $987K
Private Advisory Group LLC 0.09% Add +1.2% 3,175 $983K
WBH Advisory Inc. 0.07% No change 3,166 $981K
BankPlus Wealth Management LLC 0.58% Reduce -0.4% 3,162 $979K
Regal Investment Advisors LLC 0.06% Add +41.6% 3,144 $974K
Quantum Portfolio Management LLC 0.29% Add +65.1% 3,139 $972K
Midwest Trust Co 0.01% Add +5.3% 3,097 $959K
Arax Advisory Partners 0.01% Add +2061.3% 3,069 $951K
Blue Trust, Inc. 0.01% Reduce -18.2% 3,060 $948K
Scotia Capital Inc. 0.00% Reduce -2.7% 3,059 $948K
Snowden Capital Advisors LLC 0.03% Reduce -3.9% 3,030 $938K
Fifth Third Wealth Advisors LLC 0.03% Add +10.5% 3,028 $938K
Northwest & Ethical Investments L.P. 0.02% No change 3,066 $937K
Heartland Bank & Trust Co 0.38% Add +0.4% 2,961 $917K
Master's Wealth Management Inc. 0.39% Add +0.6% 2,932 $908K
D.A. Davidson & Co. 0.01% Add +1.3% 2,930 $908K
Occidental Asset Management, LLC 0.11% Reduce -0.2% 2,928 $907K
Sageworth Trust Co 0.04% New 2,899 $898K
Ashton Thomas Securities, LLC 0.12% Add +0.9% 2,893 $894K
Cresset Asset Management, LLC 0.00% Add +6.9% 2,882 $892K
OneAscent Investment Solutions LLC 0.95% Reduce -2.4% 2,874 $890K
Trust Asset Management LLC 0.06% No change 2,865 $887K
Webster Bank, N. A. 0.09% No change 2,850 $883K
Prudent Man Advisors, LLC 0.33% Reduce -11.3% 2,845 $881K
Rwa Wealth Partners, LLC 0.01% Add +0.3% 2,833 $878K
Kestra Private Wealth Services, LLC 0.01% Add +11.3% 2,830 $877K
Guyasuta Investment Advisors Inc. 0.05% No change 2,800 $867K
Clifford Swan Investment Counsel LLC 0.03% Reduce -4.3% 2,799 $867K
Chico Wealth RIA 0.59% New 2,789 $864K
MJP Associates Inc. 0.11% Add +0.0% 2,778 $860K
Park National Corp. 0.03% No change 2,763 $856K
Man Group plc 0.00% Reduce -93.9% 2,759 $855K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +17.2% 2,744 $850K
PAX Financial Group, LLC 0.15% Add +59.6% 2,729 $845K
Woodward Diversified Capital, LLC 0.39% Reduce -0.8% 2,709 $839K
VestGen Advisors, LLC 0.03% Reduce -11.8% 2,670 $827K
Burney Co./ 0.03% No change 2,660 $824K
Aventura Private Wealth, LLC 0.30% Reduce -5.0% 2,655 $822K
Mission Wealth Management, LP 0.02% Add +61.0% 2,629 $814K
Dynasty Wealth Management, LLC 0.01% Add +2.5% 2,628 $814K
Linscomb Wealth, Inc. 0.04% Add +0.3% 2,623 $812K
Paragon Private Wealth Management, LLC 0.27% Add +52.7% 2,619 $811K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.5% 2,609 $808K
NorthCrest Asset Manangement, LLC 0.02% Add +0.3% 2,605 $807K
Csenge Advisory Group 0.04% Add +3.5% 2,603 $806K
Accurate Wealth Management, LLC 0.11% Add +4.6% 2,642 $802K
Syon Capital LLC 0.04% Add +5.7% 2,565 $795K
Generali Asset Management SPA SGR 0.02% Reduce -0.3% 2,565 $794K
Forum Financial Management, LP 0.01% Add +7.7% 2,545 $788K
Simplex Trading, LLC 0.02% New 2,518 $779K
Scratch Capital LLC 0.51% New 2,501 $775K
Florida Trust Wealth Management Co 0.02% Reduce -0.0% 2,500 $774K
Okabena Investment Services Inc. 0.15% Add +0.1% 2,497 $773K
Ninety One North America, Inc. 0.04% Reduce -25.0% 2,497 $773K
Tower Research Capital LLC (TRC) 0.02% Reduce -86.5% 2,496 $773K
Cigna Investments Inc. 0.11% Reduce -1.6% 2,491 $771K
Catalina Capital Group, LLC 0.47% No change 2,435 $754K
Hartford Funds Management Co LLC 0.06% New 2,431 $753K
Sumitomo Life Insurance Co. 0.02% Reduce -3.6% 2,403 $744K
Sawgrass Asset Management LLC 0.09% Reduce -7.8% 2,378 $737K
Anchor Investment Management, LLC 0.06% No change 2,377 $736K
AlTi Global, Inc. 0.02% New 2,362 $732K
Axq Capital, LP 0.28% New 2,358 $730K
Mather Group, Llc. 0.01% Add +0.3% 2,353 $729K
Full Sail Capital, LLC 0.04% Reduce -10.7% 2,350 $728K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.3% 2,337 $724K
Choate Investment Advisors 0.01% Add +0.3% 2,332 $722K
Live Oak Private Wealth LLC 0.10% Reduce -1.3% 2,323 $720K
Cynosure Group, LLC 0.08% No change 2,323 $720K
My Personal CFO, LLC 0.28% New 2,320 $719K
Foundation Wealth Management, LLC\PA 0.28% Reduce -2.8% 2,320 $719K
Checchi Capital Advisers, LLC 0.05% Reduce -7.6% 2,317 $718K
SCS Capital Management LLC 0.01% Add +0.7% 2,314 $717K
Bank of New Hampshire 0.16% No change 2,300 $712K
Phocas Financial Corp. 0.09% No change 2,300 $712K
Montag A & Associates Inc. 0.03% No change 2,300 $712K
Vise Technologies, Inc. 0.03% Reduce -20.2% 2,299 $712K
Bokf, NA 0.01% Reduce -42.7% 2,288 $709K
Jump Financial, LLC 0.01% Reduce -74.2% 2,277 $705K
Stock Yards Bank & Trust Co. 0.02% No change 2,275 $705K
Country Club Bank 0.04% No change 2,277 $696K
Ballentine Partners, LLC 0.01% Add +25.9% 2,216 $686K
Huntington National Bank 0.01% Add +10.3% 2,200 $681K
Hartline Investment Corp./ 0.07% Reduce -0.5% 2,190 $678K
Clifford Group, LLC 0.52% Reduce -1.6% 2,171 $672K
Ingalls & Snyder LLC 0.02% Reduce -6.5% 2,160 $669K
Tiaa Trust, National Association 0.00% Reduce -3.7% 2,142 $663K
Garde Capital, Inc. 0.03% No change 2,139 $663K
Johnson Investment Counsel Inc. 0.01% Add +14.2% 2,130 $660K
Smithfield Trust Co 0.03% No change 2,123 $655K
Colonial Trust Advisors 0.05% No change 2,110 $654K
Pathway Financial Advisors LLC 0.09% No change 2,100 $650K
Aster Capital Management (DIFC) Ltd 0.33% Reduce -84.9% 2,093 $648K
Lantz Financial LLC 0.14% Add +6.9% 2,088 $647K
Cary Street Partners Investment Advisory LLC 0.27% Add +2.4% 2,078 $644K
Fosun International Ltd 0.24% No change 2,075 $643K
Banque Cantonale Vaudoise 0.02% Reduce -48.3% 2,074 $642K
OneAscent Financial Services LLC 0.04% Reduce -5.7% 2,070 $641K
Personal Cfo Solutions, LLC 0.11% Reduce -1.5% 2,069 $641K
Mission Creek Capital Partners, Inc. 0.13% Reduce -7.8% 2,065 $640K
Quotient Wealth Partners, LLC 0.02% Add +21.8% 2,064 $639K
Patron Partners, LLC 0.29% Add +3.4% 2,057 $637K
Smartleaf Asset Management LLC 0.04% Add +30.6% 2,082 $637K
Vestor Capital, LLC 0.04% Reduce -67.6% 2,045 $633K
Somerset Trust Co 0.19% No change 2,026 $628K
RiverGlades Family Offices LLC 0.38% Add +3.7% 2,012 $623K
Private Trust Co. NA 0.05% Reduce -6.4% 2,004 $621K
Clarendon Private LLC 0.56% Reduce -12.5% 2,001 $620K
Crawford Investment Counsel Inc. 0.01% Reduce -0.4% 1,980 $613K
Mutual Advisors, LLC 0.01% Add +8.4% 2,158 $610K
Legacy Capital Wealth Partners, LLC 0.13% Add +0.1% 1,964 $608K
Empirical Asset Management, LLC 0.17% Add +64.6% 3,784 $608K
Horizon Kinetics Asset Management LLC 0.01% No change 1,957 $606K
Waverly Advisors, LLC 0.01% Reduce -3.8% 1,956 $606K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,942 $602K
EagleClaw Capital Managment, LLC 0.08% New 1,940 $601K
Dana Investment Advisors, Inc. 0.02% Reduce -39.6% 1,937 $600K
Caldwell Trust Co 0.06% Reduce -3.1% 1,935 $599K
Fidelis Capital Partners, LLC 0.05% Add +2.8% 1,923 $596K
SteelPeak Wealth, LLC 0.02% Add +0.1% 1,913 $592K
Balboa Wealth Partners 0.10% Reduce -7.9% 1,901 $589K
Banco Santander, S.A. 0.01% Add +17.6% 1,895 $587K
Northside Capital Management, LLC 0.05% No change 1,891 $586K
Harbor Investment Advisory, LLC 0.05% Reduce -0.3% 1,883 $583K
Avantax Planning Partners, Inc. 0.02% Reduce -30.9% 1,876 $581K
Wolff Wiese Magana LLC 0.33% Add +2.5% 1,871 $580K
Simmons Bank 0.04% Add +5.3% 1,855 $575K
Allen Capital Group, LLC 0.05% Reduce -1.6% 1,848 $572K
Capstone Investment Advisors, LLC 0.01% Reduce -96.8% 1,844 $571K
Howard Capital Management, LLC 0.01% Add +1.9% 1,816 $562K
Archford Capital Strategies, LLC 0.07% Reduce -2.0% 1,815 $562K
Pitcairn Co. 0.04% Reduce -29.6% 1,806 $559K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,806 $559K
Dynamic Advisor Solutions LLC 0.02% Add +4.2% 1,800 $557K
Sagespring Wealth Partners, LLC 0.01% Add +2.2% 1,799 $557K
TD Waterhouse Canada Inc. 0.00% Reduce -86.0% 1,819 $556K
Valeo Financial Advisors, LLC 0.01% Add +11.6% 1,790 $555K
Mitchell Sinkler & Starr 0.25% No change 1,790 $554K
CX Institutional 0.02% Add +2.1% 1,782 $552K
Summit Financial, LLC 0.01% Reduce -35.0% 1,776 $550K
GeoWealth Management, LLC 0.02% Reduce -3.1% 1,776 $550K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.1% 1,771 $549K
Obermeyer Wealth Partners 0.03% Add +1.2% 1,761 $545K
Shelton Capital Management 0.01% No change 1,756 $544K
Boston Common Asset Management, LLC 0.02% No change 1,748 $541K
Cookson Peirce & Co. Inc. 0.02% No change 1,737 $538K
Quantitative Investment Management, LLC 0.07% New 1,738 $538K
Kenora Financial, LLC 0.18% Add +3.9% 1,724 $534K
Nixon Peabody Trust Co. 0.04% Reduce -13.8% 1,724 $534K
Ellevest, Inc. 0.08% Add +3.2% 1,721 $533K
Commerzbank Aktiengesellschaft 0.01% No change 1,681 $521K
Patrick M Sweeney & Associates, Inc. 0.34% No change 1,675 $519K
Drive Wealth Management, LLC 0.11% Reduce -11.6% 1,672 $518K
Miller Investment Management, LP 0.05% No change 1,672 $518K
OneAscent Wealth Management LLC 0.17% Add +1.3% 1,664 $515K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.7% 1,662 $515K
Hamilton Capital Partners Inc. 0.02% New 1,660 $514K
Rothschild Investment LLC 0.03% Reduce -2.9% 1,656 $513K
Perigon Wealth Management, LLC 0.01% Add +1.5% 1,649 $511K
Sowell Financial Services LLC 0.02% Reduce -8.1% 1,645 $510K
Plato Investment Management Ltd 0.03% No change 1,652 $508K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.1% 1,624 $503K
Townsquare Capital LLC 0.08% Reduce -35.9% 1,624 $503K
Los Angeles Capital Management LLC 0.00% Add +33.7% 1,622 $502K
AMG National Trust Bank 0.01% Add +2.7% 1,616 $501K
Capital Asset Advisory Services LLC 0.02% Reduce -7.6% 1,614 $500K
AA Financial Advisors, LLC 0.10% No change 1,613 $500K
Fiduciary Family Office, LLC 0.14% Add +85.0% 1,611 $499K
National Wealth Management Group, LLC 0.19% New 1,604 $497K
Illinois Municipal Retirement Fund 0.01% Reduce -80.9% 1,602 $496K
LS Investment Advisors, LLC 0.07% No change 1,600 $496K
Inceptionr LLC 0.12% Reduce -77.8% 1,594 $494K
Spire Wealth Management 0.02% Reduce -5.9% 1,590 $493K
Texas Capital Bancshares Inc 0.19% Reduce -34.1% 1,588 $492K
Cozad Asset Management Inc. 0.04% No change 1,587 $491K
Oakworth Capital, Inc. 0.03% No change 1,586 $491K
Cordgrass Capital Advisors, LLC 0.12% Add +23.1% 1,584 $491K
Erste Asset Management GmbH 0.00% Reduce -96.7% 1,591 $486K
Raleigh Capital Management Inc. 0.18% Reduce -9.2% 1,565 $485K
Nicolet Advisory Services, LLC 0.04% Add +6.5% 1,564 $485K
Shufro Rose & Co. LLC 0.04% No change 1,400 $483K
CenterBook Partners LP 0.02% Reduce -32.3% 1,559 $483K
SageView Advisory Group, LLC 0.02% Add +127.3% 1,555 $482K
XTX Topco Ltd 0.03% Reduce -94.1% 1,555 $482K
Compound Planning, Inc. 0.02% Reduce -4.8% 1,552 $481K
Journey Strategic Wealth LLC 0.01% Add +2.9% 1,551 $480K
Austin Private Wealth, LLC 0.04% Add +9.2% 1,544 $478K
Hoxton Planning & Management, LLC 0.15% Add +0.4% 1,540 $477K
Western Wealth Management, LLC 0.02% Add +0.7% 1,518 $470K
Optimize Financial Inc. 0.24% New 1,506 $466K
Longview Financial Advisors, Inc. 0.33% No change 1,502 $465K
Fulton Bank, N.A. 0.02% Add +39.3% 1,502 $465K
West Paces Advisors Inc. 0.09% No change 1,500 $465K
Biltmore Family Office, LLC 0.07% No change 1,500 $465K
Aviance Capital Partners, LLC 0.06% No change 1,500 $465K
Heritage Wealth Advisors 0.02% No change 1,498 $464K
Old North State Wealth Management, LLC 0.22% Add +0.9% 1,493 $464K
Stratos Wealth Advisors, LLC 0.02% Add +17.1% 1,495 $463K
Modera Wealth Management, LLC 0.01% Reduce -2.5% 1,488 $461K
Quadcap Wealth Management, LLC 0.05% Reduce -9.6% 1,483 $459K
HBW Advisory Services LLC 0.05% Add +37.1% 1,470 $455K
Ifrah Financial Services, Inc. 0.12% Reduce -2.3% 1,460 $452K
Tranquility Partners, LLC 0.15% Reduce -12.6% 1,459 $452K
Capital Investment Advisory Services, LLC 0.04% Add +0.8% 1,453 $450K
Kingsview Wealth Management, LLC 0.01% Reduce -2.9% 1,447 $448K
Elevation Point Wealth Partners, LLC 0.03% Reduce -24.0% 1,442 $447K
CreativeOne Wealth, LLC 0.01% Reduce -16.7% 1,440 $446K
Conning Inc. 0.02% No change 1,427 $442K
Tudor Financial Inc. 0.23% Reduce -0.1% 1,425 $441K
Aaron Wealth Advisors LLC 0.03% New 1,420 $440K
Alpine Woods Capital Investors, LLC 0.10% Reduce -0.8% 1,409 $436K
Penserra Capital Management LLC 0.01% Add +1.1% 1,404 $434K
Insight 2811, Inc. 0.19% No change 1,400 $434K
Bridges Investment Management Inc. 0.01% Reduce -2.0% 1,398 $433K
Lake Street Private Wealth, LLC 0.06% No change 1,387 $430K
FJ Capital Management LLC 0.05% New 1,371 $425K
River Wealth Advisors LLC 0.05% Reduce -1.0% 1,367 $423K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.7% 1,363 $422K
AdvisorNet Financial, Inc 0.02% Add +1.8% 1,354 $419K
SeaCrest Wealth Management, LLC 0.04% Reduce -12.0% 1,357 $417K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,343 $416K
GTS Securities LLC 0.02% Add +24.9% 1,329 $412K
Sage Mountain Advisors LLC 0.02% Add +8.1% 1,328 $411K
Trust Co. of Vermont 0.02% Add +0.2% 1,328 $411K
Keel Point, LLC 0.03% Reduce -10.3% 1,313 $407K
Strategic Blueprint, LLC 0.02% Add +8.3% 1,308 $405K
Ridgeline Wealth, LLC 0.30% No change 1,295 $401K
George Kaiser Family Foundation 0.06% No change 1,291 $400K
Berkshire Asset Management LLC 0.02% No change 1,273 $394K
West Family Investments, Inc. 0.09% Reduce -12.8% 1,266 $392K
Koshinski Asset Management, Inc. 0.03% Add +45.7% 1,259 $390K
Brevan Howard Capital Management LP 0.01% Reduce -97.6% 1,253 $388K
Freestone Capital Holdings, LLC 0.01% New 1,252 $388K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -0.5% 1,250 $387K
Park Place Capital Corp 0.08% Add +4.6% 1,249 $387K
Syntegra Private Wealth Group, LLC 0.04% Add +3.3% 1,248 $387K
Angeles Wealth Management, LLC 0.02% Reduce -0.6% 1,244 $385K
Integrated Advisors Network LLC 0.02% Reduce -10.9% 1,238 $383K
Savvy Advisors, Inc. 0.02% Reduce -9.1% 1,235 $382K
Roble, Belko & Company, Inc 0.05% Add +19.6% 1,231 $381K
Deltec Asset Management LLC 0.06% New 1,230 $381K
Alta Advisers Ltd 0.12% No change 1,218 $377K
HM Payson & Co. 0.01% Add +9.0% 1,216 $377K
Kathmere Capital Management, LLC 0.03% Reduce -0.8% 1,216 $377K
Walleye Capital LLC 0.00% Reduce -75.3% 1,213 $376K
Integrated Wealth Concepts LLC 0.00% Reduce -7.5% 1,206 $374K
Harbour Investments, Inc. 0.01% Reduce -18.4% 1,204 $373K
Asset Planning,Inc 0.27% Add +0.2% 1,203 $373K
Mowery & Schoenfeld Wealth Management, LLC 0.64% No change 1,203 $373K
L2 Asset Management, LLC 0.05% Add +5.2% 1,195 $370K
Spinnaker Trust 0.02% No change 1,195 $370K
OneAscent Family Office, LLC 0.30% Reduce -5.1% 1,192 $369K
Principle Wealth Partners LLC 0.02% No change 1,192 $369K
Carnegie Investment Counsel 0.01% Reduce -1.4% 1,190 $369K
Wilkins Investment Counsel Inc. 0.05% No change 1,185 $367K
Moran Wealth Management, LLC 0.01% Add +16.2% 1,184 $367K
San Luis Wealth Advisors LLC 0.07% Add +2.8% 1,171 $363K
Lifestyle Asset Management, Inc. 0.12% Add +8.7% 1,166 $361K
Prosperity Wealth Management, Inc. 0.12% New 1,163 $360K
Oak Hill Wealth Advisors, LLC 0.07% No change 1,159 $359K
Wrenne Financial Planning LLC 0.15% Reduce -1.1% 1,155 $358K
Boston Family Office LLC 0.02% No change 1,150 $356K
Strategic Investment Advisors / MI 0.03% New 1,142 $354K
Tucker Asset Management LLC 0.11% Reduce -1.8% 1,131 $350K
Meyer Handelman Co. 0.01% New 1,131 $350K
CWA Asset Management Group, LLC 0.01% No change 1,128 $349K
KCM Investment Advisors LLC 0.01% Add +4.1% 1,127 $349K
PDS Planning, Inc 0.02% Add +2.9% 1,122 $348K
HBK Sorce Advisory LLC 0.01% Add +2.7% 1,173 $347K
PGIM Custom Harvest LLC 0.01% Add +0.4% 1,115 $345K
Balefire, LLC 0.07% Reduce -9.9% 1,113 $345K
Burns Matteson Capital Management, LLC 0.14% Reduce -37.5% 1,111 $344K
Excalibur Management Corp. 0.12% No change 1,109 $344K
Cadence Bank 0.02% Add +0.5% 1,108 $343K
Souders Financial Advisors 0.04% Add +18.7% 1,106 $343K
Successful Portfolios LLC 0.20% Reduce -9.2% 1,104 $342K
NTV Asset Management LLC 0.04% Add +35.3% 1,097 $340K
Gen-Wealth Partners Inc 0.11% Reduce -5.0% 1,094 $339K
Perennial Investment Advisors, LLC 0.03% Reduce -0.1% 1,088 $337K
Cerro Pacific Wealth Advisors LLC 0.09% Add +9.8% 1,086 $337K
Values First Advisors, Inc. 0.18% Reduce -1.6% 1,082 $335K
Westpac Banking Corp. 0.02% No change 1,079 $334K
Fortress Private Ledger, LLC 0.12% Reduce -4.3% 1,077 $334K
Cinctive Capital Management LP 0.02% Reduce -67.9% 1,076 $333K
Prosperity Financial Group, Inc. 0.12% Add +17.5% 1,072 $332K
Legacy Financial Advisors, Inc. 0.05% Reduce -11.2% 1,071 $332K
American National Bank & Trust 0.03% Reduce -25.7% 1,071 $332K
Cahaba Wealth Management, Inc. 0.02% Reduce -0.2% 1,071 $332K
Sivia Capital Partners, LLC 0.09% Add +2.8% 1,066 $330K
Fulton Breakefield Broenniman LLC 0.02% New 1,055 $327K
Center for Financial Planning, Inc. 0.03% Add +96.5% 1,051 $326K
Epoch Investment Partners, Inc. 0.00% No change 1,051 $326K
Red Spruce Capital, LLC 0.13% No change 1,050 $325K
Carderock Capital Management Inc. 0.08% No change 1,050 $325K
Cherry Creek Investment Advisors, Inc. 0.14% No change 1,050 $325K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -1.5% 1,049 $325K
Portside Wealth Group, LLC 0.05% Reduce -16.5% 1,049 $325K
First Business Financial Services, Inc. 0.03% No change 1,037 $321K
Independent Financial Group, LLC 0.01% Add +18.5% 1,036 $321K
Baker Tilly Wealth Management, LLC 0.07% Add +30.1% 1,033 $320K
KLCM Advisors, Inc. 0.03% Add +6.9% 1,032 $320K
Parsonex Advisory Services, Inc. 0.22% Add +0.5% 1,029 $319K
City Holding Co. 0.04% Reduce -10.3% 1,022 $317K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -0.2% 1,018 $315K
Texas Capital Bank Wealth Management Services Inc 0.03% New 1,014 $314K
MASTERINVEST Kapitalanlage GmbH 0.03% Add +12.2% 1,013 $314K
Chung Wu Investment Group, LLC 0.26% Add +1532.3% 1,012 $313K
Glenview Trust Co 0.01% Reduce -3.4% 1,010 $313K
Foundations Investment Advisors, LLC 0.00% Reduce -9.3% 1,009 $312K
Capital Advisors Inc. 0.01% Reduce -0.4% 1,004 $311K
S-Bank Fund Management Ltd 0.04% Reduce -1.3% 1,001 $310K
RFP Financial Group LLC 0.13% No change 1,000 $310K
Trinity Financial Advisors LLC 0.09% No change 1,000 $310K
RBF Capital, LLC 0.01% No change 1,000 $310K
Catalyst Financial Partners LLC 0.04% Add +0.4% 998 $309K
Grove Bank & Trust 0.04% No change 991 $307K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -2.9% 989 $306K
Atwood & Palmer Inc. 0.02% Reduce -4.9% 989 $306K
Compass Ion Advisors, LLC 0.03% Add +0.1% 987 $306K
Brighton Jones LLC 0.01% Add +2.0% 980 $303K
Carret Asset Management, LLC 0.03% No change 975 $302K
Clear Creek Financial Management, LLC 0.03% Reduce -0.3% 971 $301K
Evergreen Capital Management LLC 0.01% Add +25.5% 970 $300K
Natural Investments, LLC 0.07% Add +31.1% 970 $300K
Beacon Investment Advisors LLC 0.12% Add +22.1% 965 $299K
LongView Wealth Management 0.08% Add +0.2% 961 $298K
Jacobi Capital Management LLC 0.02% Add +10.6% 951 $295K
Texas Bank & Trust Co 0.11% No change 950 $294K
Optas, LLC 0.05% New 946 $293K
International Assets Investment Management, LLC 0.02% No change 909 $290K
W Advisors, LLC 0.15% Add +2.4% 937 $290K
Fisher Asset Management 0.00% New 931 $289K
Ibex Wealth Advisors 0.03% Reduce -72.5% 931 $288K
Somerville Kurt F 0.05% Add +27.4% 930 $288K
Investmark Advisory Group LLC 0.12% Add +0.1% 929 $288K
Northwest Bancshares, Inc. 0.05% No change 917 $284K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.9% 901 $279K
Westshore Wealth, LLC 0.10% No change 900 $279K
Fort Sheridan Advisors LLC 0.04% No change 900 $279K
Certuity, LLC 0.02% Add +1.2% 899 $278K
Foster Victor Wealth Advisors, LLC 0.02% New 895 $278K
Clarius Group, LLC 0.02% Reduce -21.4% 888 $275K
Wayfinding Financial, LLC 0.12% Reduce -0.1% 884 $273K
Moors & Cabot, Inc. 0.01% New 872 $270K
Grant Street Asset Management, Inc. 0.06% Add +3.0% 866 $268K
Altfest L J & Co. Inc. 0.03% Add +21.0% 865 $268K
Invested Advisors 0.39% — 938 $268K
Carr Financial Group Corp 0.07% New 860 $266K
Ignite Planners, LLC 0.04% Add +0.7% 854 $265K
Verdence Capital Advisors LLC 0.02% Add +0.2% 945 $264K
BXM Wealth LLC 0.25% New 851 $264K
Parcion Private Wealth LLC 0.02% Add +2.4% 851 $264K
Childress Capital Advisors, LLC 0.05% Add +15.8% 849 $263K
Bellecapital International Ltd. 0.04% No change 848 $263K
Old National Bancorp 0.00% New 841 $260K
Wesbanco Bank Inc. 0.01% Add +3.2% 834 $258K
KW Wealth Management LLC 0.44% — 829 $257K
Capital Investment Advisors, LLC 0.00% New 828 $257K
Alpha Family Trust 0.12% No change 820 $254K
Resonant Capital Advisors, LLC 0.01% Reduce -6.3% 819 $254K
SC&H Financial Advisors, Inc. 0.04% No change 815 $252K
Wilmington Savings Fund Society, FSB 0.01% Reduce -74.2% 813 $252K
1620 Investment Advisors, Inc. 0.17% No change 808 $250K
BOS Asset Management, LLC 0.07% No change 808 $250K
KERR FINANCIAL PLANNING Corp 0.35% — 955 $249K
Defined Financial Planning LLC 0.20% No change 800 $246K
IHT Wealth Management, LLC 0.01% Add +17.2% 790 $245K
44 Wealth Management LLC 0.08% Reduce -10.9% 782 $242K
Norden Group LLC 0.02% Reduce -12.3% 781 $242K
Kelly Financial Services LLC 0.06% Add +7.3% 777 $241K
Aspiriant, LLC 0.01% Add +3.4% 771 $239K
Advisors Capital Management, LLC 0.00% Reduce -2.2% 770 $239K
Turtle Creek Wealth Advisors, LLC 0.02% New 769 $238K
Gryphon Financial Partners LLC 0.03% Add +5.8% 767 $238K
Morton Capital Management LLC 0.04% No change 762 $236K
Vinva Investment Management Ltd 0.00% No change 772 $236K
Pure Financial Advisors, LLC 0.00% Add +2.3% 760 $235K
Mairs & Power Inc. 0.00% No change 760 $235K
Engineers Gate Manager LP 0.00% Reduce -96.3% 755 $234K
Fullcircle Wealth LLC 0.08% Add +17.0% 928 $234K
Regent Peak Wealth Advisors LLC 0.05% — 752 $233K
Intrepid Capital Management Inc. 0.11% No change 750 $232K
Equitable Trust Co. 0.01% No change 749 $232K
Caitong International Asset Management Co., Ltd 0.16% Add +2769.2% 746 $231K
Stokes Family Office, LLC 0.02% New 744 $230K
Trust Co 0.02% Add +0.3% 741 $230K
Washington Trust Bank 0.02% No change 740 $229K
Keeler & Nadler Financial Planning & Wealth Management 0.08% No change 737 $228K
Lanark Financial, Inc. 0.02% Add +2.5% 737 $228K
Encompass More Asset Management 0.04% Reduce -0.9% 736 $228K
Grandview Asset Management LLC 0.06% Reduce -8.6% 735 $228K
Embree Financial Group 0.03% Add +3.0% 731 $227K
Eisler Capital Management Ltd. 0.01% New 725 $224K
Creekmur Asset Management LLC 0.04% Reduce -34.0% 721 $223K
Aprio Wealth Management, LLC 0.02% Reduce -12.9% 717 $222K
WPG Advisers, LLC 0.17% Reduce -0.6% 715 $221K
Beacon Bank & Trust 0.05% No change 710 $220K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +4.6% 708 $219K
Essex Bank 0.05% Reduce -9.6% 707 $219K
Stonegate Investment Group, LLC 0.01% Reduce -18.6% 705 $218K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Add +0.1% 701 $217K
Mountain Hill Investment Partners Corp. 0.19% No change 700 $217K
Carlson Capital, L.P. 0.12% New 700 $217K
Baader Bank Aktiengesellschaft 0.02% Reduce -13.3% 700 $217K
Banque Pictet & Cie SA 0.00% New 700 $217K
Composition Wealth, LLC 0.00% Reduce -18.3% 699 $216K
Sierra Ocean, LLC 0.18% Reduce -25.7% 697 $216K
Cornerstone Wealth Management, LLC 0.01% Add +0.3% 695 $215K
Essex Financial Services, Inc. 0.01% New 693 $215K
Formidable Asset Management, LLC 0.03% No change 669 $214K
Federated Hermes, Inc. 0.00% Reduce -10.8% 691 $214K
Fielder Capital Group LLC 0.05% No change 690 $214K
Optivise Advisory Services LLC 0.13% Reduce -0.4% 688 $213K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -2.1% 686 $212K
Patton Fund Management, Inc. 0.04% No change 683 $212K
D'Orazio & Associates, Inc. 0.03% Reduce -4.8% 682 $211K
Fragasso Financial Advisors Inc 0.01% Reduce -18.4% 679 $211K
Corundum Group, Inc. 0.09% New 680 $211K
Kuhn & Co Investment Counsel 0.17% Reduce -1.2% 678 $210K
von Borstel & Associates, Inc. 0.03% New 839 $210K
Redwood Financial Network Corp 0.13% No change 676 $209K
Consolidated Capital Management, LLC 0.07% No change 675 $209K
GW Henssler & Associates Ltd. 0.01% No change 675 $209K
Wealth Architects, LLC 0.02% Reduce -0.5% 671 $208K
BBR Partners, LLC 0.01% No change 671 $208K
J. Safra Sarasin Holding AG 0.00% Reduce -19.7% 671 $208K
Wealth Alliance, LLC 0.02% Reduce -5.5% 665 $206K
Ascentis Independent Advisors 0.03% New 663 $205K
ICW Investment Advisors LLC 0.07% New 663 $205K
Volterra Technologies LP 0.14% New 661 $205K
Everhart Financial Group, Inc. 0.02% New 661 $205K
Diversified Trust Co. 0.00% Add +0.3% 661 $205K
Mengis Capital Management, Inc. 0.04% No change 660 $204K
Great Diamond Partners, LLC 0.04% New 660 $204K
Fayez Sarofim & Co 0.00% Add +3.9% 659 $204K
Bridgewater Advisors Inc. 0.01% Reduce -4.1% 911 $203K
Sentry Investment Management LLC 0.14% Reduce -16.0% 660 $203K
Signature Estate & Investment Advisors LLC 0.00% New 655 $203K
Symphony Financial, Ltd. Co. 0.02% New 655 $202K
Advus Financial Partners, LLC 0.05% Reduce -0.1% 653 $202K
FourThought Financial Partners, LLC 0.02% Reduce -6.5% 653 $202K
JT Stratford LLC 0.03% Add +1.7% 652 $202K
StoneX Group Inc. 0.01% Reduce -42.4% 650 $201K
Trivium Point Advisory, LLC 0.02% Reduce -2.3% 649 $201K
Premier Path Wealth Partners, LLC 0.03% Reduce -16.9% 649 $201K
Moss Adams Wealth Advisors LLC 0.02% New 648 $201K
Pflug Koory, LLC 0.10% No change 648 $201K
Acadian Asset Management LLC 0.00% No change 637 $197K
Key Financial Inc 0.04% Add +0.6% 641 $196K
Parkside Financial Bank & Trust 0.02% Add +10.3% 629 $195K
Measured Wealth Private Client Group, LLC 0.05% New 621 $192K
Reyes Financial Architecture, Inc. 0.13% No change 600 $186K
LRI Investments, LLC 0.02% Reduce -8.0% 599 $186K
CYBER HORNET ETFs LLC 0.12% Add +3.5% 588 $182K
Gables Capital Management Inc. 0.08% No change 580 $180K
SBI Securities Co., Ltd. 0.00% Reduce -14.8% 569 $176K
Kozak & Associates, Inc. 0.03% Add +0.1% 673 $175K
Pinnacle Bancorp, Inc. 0.05% No change 543 $168K
First Horizon Corp. 0.01% — 542 $168K
Leonteq Securities AG 0.01% Add +61.2% 527 $163K
Family Capital Trust Co 0.05% New 526 $163K
Mark Sheptoff Financial Planning, LLC 0.08% Add +52.7% 507 $157K
West Branch Capital LLC 0.04% Reduce -24.0% 503 $156K
CoreCap Advisors, LLC 0.01% Reduce -6.3% 503 $156K
Cromwell Holdings LLC 0.08% No change 493 $153K
Chelsea Counsel Co. 0.07% No change 475 $147K
TruNorth Capital Management, LLC 0.03% No change 468 $145K
Proathlete Wealth Management LLC 0.04% Reduce -0.8% 467 $145K
Cary Street Partners Financial LLC 0.00% Reduce -18.4% 461 $143K
Clean Yield Group 0.04% Reduce -0.7% 451 $140K
Summit Securities Group LLC 0.05% Reduce -53.8% 443 $137K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $134K
Advisors Asset Management, Inc. 0.00% New 433 $134K
Grey Fox Wealth Advisors, LLC 0.03% New 418 $129K
Bangor Savings Bank 0.01% No change 414 $128K
Larson Financial Group LLC 0.00% Reduce -33.3% 401 $124K
Manchester Capital Management LLC 0.02% Reduce -78.7% 395 $122K
Cornerstone Planning Group LLC 0.02% Add +58.0% 455 $119K
REAP Financial Group, LLC 0.03% Add +20.8% 378 $117K
Strategic Wealth Partners, Ltd. 0.01% Reduce -85.9% 368 $114K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +40.4% 400 $113K
Financial Network Wealth Advisors LLC 0.11% Add +7.0% 338 $105K
Resources Management Corp. /CT/ 0.01% No change 329 $102K
TCTC Holdings, LLC 0.00% No change 328 $102K
Rosenberg Matthew Hamilton 0.02% No change 324 $100K
Bruce G. Allen Investments, LLC 0.07% Reduce -3.3% 321 $99K
JPL Wealth Management, LLC 0.02% New 318 $98K
ORG Partners LLC 0.02% Add +27.8% 308 $96K
Tripletail Wealth Management, LLC 0.11% New 300 $93K
LFA - Lugano Financial Advisors SA 0.05% No change 291 $90K
Deseret Mutual Benefit Administrators 0.04% No change 289 $90K
MCF Advisors LLC 0.01% Add +5.9% 288 $89K
Nemes Rush Group LLC 0.01% Reduce -1.4% 288 $89K
Salomon & Ludwin, LLC 0.01% Add +91.7% 276 $86K
Zions Bancorporation, National Association 0.00% Reduce -71.0% 266 $82K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 265 $82K
Versant Capital Management, Inc 0.01% Add +0.4% 257 $80K
Mascoma Wealth Management LLC 0.02% Reduce -14.9% 256 $79K
Valley National Advisers Inc. 0.01% Reduce -22.3% 255 $78K
Root Financial Partners, LLC 0.00% New 237 $73K
Covestor Ltd 0.04% Reduce -25.8% 230 $71K
Elevation Wealth Partners, LLC 0.02% Add +2.3% 219 $68K
Richardson Financial Services Inc. 0.04% Add +31.7% 216 $67K
AlphaQuest LLC 0.00% Add +232.3% 206 $64K
Quent Capital, LLC 0.01% New 205 $64K
Lavaca Capital LLC 0.01% No change 205 $63K
Tortoise Investment Management, LLC 0.01% Reduce -4.2% 205 $63K
Paladin Advisory Group, LLC 0.05% No change 200 $62K
Broadwater Capital Management LLC 0.05% Reduce -99.7% 200 $62K
Steigerwald, Gordon & Koch Inc. 0.01% New 200 $62K
Osterweis Capital Management Inc. 0.00% Reduce -58.3% 197 $61K
Hilltop National Bank 0.01% Add +0.5% 186 $58K
Nvwm, LLC 0.01% Reduce -95.4% 181 $56K
Valley Wealth Managers, Inc. 0.00% Add +21.7% 174 $54K
Tsfg, LLC 0.01% No change 171 $53K
Boreal Capital Management LLC 0.05% No change 170 $53K
Delta Asset Management LLC 0.00% No change 170 $53K
Ameriflex Group, Inc. 0.02% Add +382.4% 164 $51K
Medallion Wealth Advisors, LLC 0.02% New 163 $50K
Stuart Chaussee & Associates, Inc. 0.01% No change 162 $50K
Exchange Traded Concepts, LLC 0.00% Reduce -98.2% 162 $50K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.6% 159 $49K
Rise Advisors, LLC 0.02% Add +2.6% 157 $49K
Disciplina Capital Management LLC 0.01% Add +0.7% 155 $48K
Solstein Capital, LLC 0.02% No change 153 $47K
DT Investment Partners, LLC 0.00% No change 152 $47K
City State Bank 0.01% No change 150 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -42.9% 148 $46K
Parvin Asset Management, LLC 0.04% Add +16.8% 146 $45K
Farmers & Merchants Investments Inc. 0.00% No change 146 $45K
MV Capital Management, Inc. 0.00% No change 141 $44K
Prestige Wealth Management Group LLC 0.01% No change 135 $42K
Central Pacific Bank - Trust Division 0.01% Add +40.6% 135 $42K
Westside Investment Management, Inc. 0.01% Add +100.0% 136 $42K
Hollencrest Capital Management 0.00% No change 133 $41K
Glen Eagle Advisors, LLC 0.01% No change 130 $40K
Cornerstone National Bank & Trust Co 0.02% No change 129 $40K
Financial Life Planners 0.03% New 125 $39K
Rakuten Securities, Inc. 0.01% Add +19.1% 125 $39K
Private Wealth Asset Management, LLC 0.00% No change 122 $38K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -25.2% 119 $37K
GoalVest Advisory LLC 0.01% No change 115 $36K
J.Safra Asset Management Corp 0.00% Add +11.8% 114 $35K
SJS Investment Consulting Inc. 0.00% No change 113 $35K
Princeton Global Asset Management LLC 0.01% Reduce -8.2% 112 $35K
Motco 0.00% No change 112 $35K
Dunhill Financial, LLC 0.01% Add +336.0% 109 $34K
DiNuzzo Private Wealth, Inc. 0.00% No change 109 $33K
Retirement Wealth Solutions LLC 0.02% No change 103 $32K
Pin Oak Investment Advisors Inc. 0.02% No change 103 $32K
Binnacle Investments Inc 0.02% Reduce -1.0% 102 $32K
Centennial Bank 0.01% No change 100 $31K
SOA Wealth Advisors, LLC. 0.01% New 100 $31K
CVA Family Office, LLC 0.00% Reduce -32.6% 99 $31K
Physician Wealth Advisors, Inc. 0.00% Add +870.0% 97 $30K
Hemington Wealth Management 0.00% Reduce -5.7% 99 $30K
Evergreen Private Wealth LLC 0.01% No change 96 $30K
Truvestments Capital LLC 0.01% Add +67.9% 94 $29K
Bogart Wealth, LLC 0.00% Add +3.3% 94 $29K
Strategic Investment Solutions, Inc. 0.01% No change 93 $29K
Imprint Wealth LLC 0.08% — 84 $26K
2UniFi Bank 0.01% No change 81 $25K
Beaird Harris Wealth Management, LLC 0.00% Add +2.6% 79 $24K
Salem Investment Counselors Inc. 0.00% Add +61.2% 79 $24K
Piscataqua Savings Bank 0.02% Reduce -50.0% 75 $23K
Painted Porch Advisors LLC 0.01% Reduce -30.8% 74 $23K
JFS Wealth Advisors, LLC 0.00% No change 74 $23K
High Note Wealth, LLC 0.00% Add +28.1% 73 $23K
Global Wealth Strategies & Associates 0.01% No change 70 $22K
Wealth Watch Advisors, INC 0.01% New 67 $21K
United Community Bank 0.01% Add +11.9% 66 $20K
Asset Dedication, LLC 0.00% Add +13.8% 66 $20K
Rialto Wealth Management, LLC 0.01% Add +10.3% 64 $20K
SouthState Bank Corp 0.00% Reduce -14.9% 63 $20K
Clearstead Trust, LLC 0.00% No change 62 $19K
Meeder Asset Management Inc. 0.00% Reduce -64.0% 59 $18K
Hazlett, Burt & Watson, Inc. 0.01% Add +27.7% 60 $18K
Ameritas Advisory Services, LLC 0.00% Reduce -92.2% 58 $18K
Howard Hughes Medical Institute 0.01% Add +1.9% 55 $17K
Horizon Financial Services, LLC 0.01% Add +341.7% 53 $16K
Park Square Financial Group, LLC 0.07% Reduce -20.6% 50 $15K
Westfuller Advisors, LLC 0.01% New 50 $15K
West Financial Advisors, LLC 0.00% Add +9.1% 48 $15K
Keener Financial Planning LLC 0.01% No change 49 $15K
Evolution Wealth Management Inc. 0.02% No change 48 $15K
Guerra Advisors Inc 0.01% New 47 $15K
Financial Management Professionals, Inc. 0.00% Reduce -17.9% 46 $14K
Capital Analysts, LLC 0.00% No change 47 $14K
MTM Investment Management, LLC 0.00% No change 45 $14K
Activest Wealth Management 0.00% Reduce -23.2% 43 $13K
Rossby Financial, LCC 0.00% No change 41 $13K
LGT Financial Advisors LLC 0.03% Add +11.1% 40 $12K
Abound Wealth Management 0.00% Reduce -7.1% 39 $12K
Kilter Group LLC 0.01% Add +5.4% 39 $12K
Capital Advisors, Ltd. LLC 0.00% Add +100.0% 38 $12K
Missouri Trust & Investment Co 0.00% Reduce -19.6% 37 $11K
Addison Advisors LLC 0.00% Reduce -16.3% 36 $11K
Bell Investment Advisors, Inc 0.00% Add +5.9% 36 $11K
Fortitude Family Office, LLC 0.00% Add +25.0% 35 $11K
Creative Financial Designs Inc. 0.00% Add +1650.0% 35 $11K
Sachetta, LLC 0.00% Add +9.7% 34 $11K
Cetera Trust Company, N.A 0.01% No change 34 $11K
Crewe Advisors LLC 0.00% Reduce -15.4% 33 $10K
Avion Wealth 0.00% Add +13.8% 33 $10K
Greykasell Wealth Strategies, Inc. 0.00% No change 32 $10K
Raffa Wealth Management, LLC 0.00% Add +23.1% 32 $10K
Armstrong Advisory Group, Inc. 0.00% No change 32 $10K
Aventus Investment Advisors, Inc. 0.01% No change 30 $9K
Quintet Private Bank (Europe) S.A. 0.00% No change 30 $9K
Hanson & Doremus Investment Management 0.00% New 29 $9K
TD Capital Management LLC 0.00% No change 28 $9K
Highline Wealth Partners LLC 0.00% Reduce -52.6% 27 $8K
Marquette Asset Management, LLC 0.00% New 27 $8K
Palisade Asset Management, LLC 0.00% New 26 $8K
Aspect Partners, LLC 0.00% Add +30.0% 26 $8K
Pineridge Advisors LLC 0.00% No change 25 $8K
Cape Investment Advisory, Inc. 0.01% Add +200.0% 24 $7K
Private Wealth Management Group, LLC 0.00% No change 23 $7K
Cloud Capital Management, LLC 0.00% New 23 $7K
Alerus Financial NA 0.00% Reduce -54.2% 22 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -93.5% 22 $7K
HighMark Wealth Management LLC 0.00% No change 21 $7K
Bare Financial Services, Inc 0.00% Reduce -12.5% 21 $7K
Nalls Sherbakoff Group, LLC 0.00% No change 20 $6K
Dogwood Wealth Management LLC 0.00% Add +11.1% 20 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 20 $6K
Quest 10 Wealth Builders, Inc. 0.01% New 19 $6K
Tidemark, LLC 0.00% No change 18 $6K
IMG Wealth Management, Inc. 0.00% No change 17 $5K
Valued Wealth Advisors LLC 0.00% No change 16 $5K
Nova Wealth Management, Inc. 0.00% Reduce -23.8% 16 $5K
Redmont Wealth Advisors LLC 0.01% No change 15 $5K
Sound Income Strategies, LLC 0.00% No change 15 $5K
Team Financial Group, LLC 0.00% No change 15 $5K
Cranbrook Wealth Management, LLC 0.00% No change 13 $4K
Albion Financial Group 0.00% No change 13 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -14.3% 12 $4K
MPWM Advisory Solutions, LLC 0.00% No change 12 $4K
C M Bidwell & Associates Ltd. 0.00% No change 12 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +37.5% 11 $3K
Breakwater Investment Management 0.00% New 10 $3K
Evelyn Partners Investment Management LLP 0.00% No change 10 $3K
True Wealth Design, LLC 0.00% Reduce -9.1% 10 $3K
Bellevue Asset Management, LLC 0.00% Add +33.3% 8 $2K
Wealth Preservation Advisors, LLC 0.00% Add +40.0% 7 $2K
Orion Capital Management LLC 0.00% No change 7 $2K
Provenance Wealth Advisors, LLC 0.00% No change 7 $2K
Harvest Fund Management Co., Ltd 0.00% No change 8 $2K
Strengthening Families & Communities, LLC 0.00% New 6 $2K
Winnacle Wealth LLC 0.00% New 6 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
Core Alternative Capital 0.00% No change 6 $2K
Longfellow Investment Management Co. LLC 0.00% No change 6 $2K
WestEnd Advisors, LLC 0.00% No change 6 $2K
First Command Advisory Services, Inc. 0.00% No change 6 $2K
West Oak Capital, LLC 0.00% Reduce -34.9% 473 $1K
Delos Wealth Advisors, LLC 0.00% No change 4 $1K
PFS Partners, LLC 0.00% New 4 $1K
HFM Investment Advisors, LLC 0.00% No change 4 $1K
Quaker Wealth Management, LLC 0.00% Reduce -33.3% 4 $1K
Avalon Trust Co 0.00% New 4 $1K
Coston, McIsaac & Partners 0.00% New 4 $1K
Redwood Park Advisors LLC 0.00% No change 3 $930
American Capital Advisory, LLC 0.00% Reduce -40.0% 3 $930
NFSG Corp 0.00% No change 3 $929
Essential Partners LLC 0.00% New 2 $623
Seneschal Advisors, LLC 0.00% New 2 $620
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $619
Davis Capital Management 0.00% — 2 $619
IMA Advisory Services, Inc. 0.00% No change 2 $619
DecisionPoint Financial, LLC 0.00% No change 2 $612
Hughes Financial Services, LLC 0.00% Reduce -83.3% 2 $502
Hurley Capital, LLC 0.00% New 1 $310
Stone House Investment Management, LLC 0.00% New 1 $310
Y.D. More Investments Ltd 0.00% No change 204 $191

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