Arthur J Gallagher &AJG

13F holders, Q2 2026 (June 30)
1,293holders +45
145new positions
104sold out
8famous investors
$229.31avg. 13F price*

At the end of Q2 2026, 1,293 institutions reported holding Arthur J Gallagher & Co. (AJG) in their 13F filings, up 45 from Q1 2026. 145 opened new positions and 104 sold out. The largest holders were BlackRock, Inc. ($4.6B), FMR LLC ($4.3B) and Vanguard Capital Management LLC ($3.9B). 8 famous investors held it, including Glenn Greenberg (6.4% of Brave Warrior Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and John W. Rogers Jr. (0.0% of Ariel Investments's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions145$824.9M
Exits104$338.0M

All 13F filers, Q1 2026 → Q2 2026: 23,461,005 shares bought and 21,978,054 shares sold, net +1,482,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,293 holders

BlackRock, Inc. 0.07% Add +2.7% 19,822,870 $4.6B
FMR LLC 0.19% Add +27.5% 18,645,620 $4.3B
Vanguard Capital Management LLC 0.08% Add +0.5% 16,777,183 $3.9B
JPMorgan Chase & Co. 0.19% Reduce -26.6% 14,356,764 $3.3B
Capital World Investors 0.34% Reduce -9.4% 12,511,991 $2.9B
Vanguard Portfolio Management LLC 0.13% Add +0.3% 12,454,725 $2.9B
State Street Corp. 0.08% Add +3.0% 11,303,790 $2.6B
Dodge & Cox 1.13% Add +27.3% 9,363,634 $2.1B
Norges Bank 0.15% — 6,733,790 $1.5B
Geode Capital Management, LLC 0.08% Add +0.9% 6,298,870 $1.4B
Eagle Capital Management LLC 3.43% Add +83.5% 4,890,612 $1.1B
Principal Financial Group Inc. 0.39% Add +7.8% 3,494,796 $802.3M
Goldman Sachs Group Inc. 0.07% Add +44.3% 2,818,022 $646.9M
Morgan Stanley 0.03% Reduce -36.1% 2,591,858 $595.0M
Capital Research Global Investors 0.08% Reduce -13.2% 2,585,853 $593.6M
WCM Investment Management, LLC 1.00% Add +2.7% 2,425,562 $550.9M
GTCR LLC 13.95% No change 2,373,773 $544.9M
Franklin Resources Inc. 0.11% Add +13.6% 2,219,141 $509.4M
Northern Trust Corp. 0.06% Reduce -1.1% 2,204,733 $506.1M
Charles Schwab Investment Management Inc. 0.07% Add +2.2% 2,156,506 $495.1M
Capital International Investors 0.10% Reduce -22.9% 2,002,580 $459.5M
Jupiter Topco LLC 0.18% — 1,940,663 $445.4M
Manufacturers Life Insurance Company, The 0.35% Add +494.4% 1,917,615 $440.2M
Invesco Ltd. 0.03% Add +2.0% 1,750,848 $401.9M
Bank of America Corp. 0.02% Reduce -16.9% 1,540,997 $353.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +0.3% 1,453,774 $333.7M
Vanguard Fiduciary Trust Co. 0.07% Reduce -0.4% 1,442,494 $331.2M
First Pacific Advisors, LP 3.85% Add +244.7% 1,336,290 $306.8M
Legal & General Group Plc 0.06% Reduce -4.9% 1,306,295 $299.9M
Brave Warrior Advisors 6.43% New 1,285,022 $295.0M
Wellington Management Group LLP 0.05% Reduce -50.4% 1,281,475 $294.2M
Bank of New York Mellon Corp 0.05% Reduce -2.1% 1,260,984 $289.5M
Brown Advisory Inc. 0.44% Reduce -22.2% 1,229,898 $282.4M
FIL Ltd 0.19% Reduce -6.9% 1,125,965 $258.5M
T. Rowe Price Investment Management, Inc. 0.17% Add +13.2% 1,117,177 $256.5M
UBS Group AG 0.04% Add +7.6% 1,064,498 $244.4M
Beck Mack & Oliver LLC 4.75% Reduce -0.1% 1,061,905 $243.8M
Brown Brothers Harriman & Co. 1.01% Reduce -3.0% 1,000,945 $229.8M
Guinness Asset Management LTD 3.30% Reduce -5.6% 851,348 $194.7M
Envestnet Asset Management Inc. 0.05% Reduce -14.8% 833,230 $191.3M
Dimensional Fund Advisors LP 0.03% Reduce -3.2% 826,025 $189.6M
Brandes Investment Partners, LP 1.31% Add +15.9% 813,014 $186.6M
Amundi 0.04% Reduce -14.9% 799,475 $183.5M
Adage Capital Partners Gp, L.L.C. 0.26% Add +134.5% 799,003 $183.4M
Focus Partners Wealth 0.18% Reduce -44.1% 771,225 $177.1M
Cooke & Bieler LP 2.04% Add +23.6% 769,623 $176.7M
CIBC Bancorp USA Inc. 0.22% Add +20.0% 761,528 $174.9M
Nuveen, LLC 0.04% Add +1.5% 725,837 $166.6M
Swiss National Bank 0.09% Reduce -3.8% 725,060 $166.5M
Arrowstreet Capital, Limited Partnership 0.07% Add +2355.4% 716,424 $164.5M
Deutsche Bank AG 0.05% Reduce -8.1% 693,775 $159.3M
BLS Capital Fondsmaeglerselskab A/S 5.84% Add +2.0% 659,908 $151.5M
Unisphere Establishment 1.25% Add +0.6% 639,700 $146.9M
Tidal Investments LLC 0.36% Add +303.7% 638,601 $146.6M
T. Rowe Price Associates Inc. 0.01% Add +26.4% 632,135 $145.1M
BNP Paribas Financial Markets 0.08% Add +81.1% 627,989 $144.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Reduce -52.0% 625,018 $143.5M
Stonehage Fleming Financial Services Holdings Ltd 4.87% Reduce -4.4% 621,432 $142.7M
Woodline Partners LP 0.42% Reduce -29.1% 596,462 $136.9M
Connor, Clark & Lunn Investment Management Ltd. 0.25% Add +44.2% 579,093 $132.9M
Fenimore Asset Management Inc 2.74% Add +1.8% 577,158 $132.5M
Vanguard Global Advisers, LLC 0.06% Add +0.3% 570,955 $131.1M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -5.6% 555,071 $127.4M
Jupiter Asset Management Ltd. 0.63% Add +5.2% 559,087 $125.9M
Wells Fargo & Company 0.02% Add +12.7% 546,230 $125.4M
Natixis Advisors, LLC 0.14% Add +68.0% 541,466 $124.3M
Royal Bank of Canada 0.02% Add +9.3% 529,273 $121.5M
National Pension Service 0.08% Add +3.6% 516,323 $118.5M
Mawer Investment Management Ltd. 0.80% Reduce -12.3% 510,025 $117.1M
Bank Julius Baer & Co. Ltd, Zurich 0.30% Reduce -1.2% 502,345 $115.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% Add +14.2% 501,471 $115.1M
Barclays PLC 0.04% Reduce -22.3% 492,767 $113.1M
HSBC Holdings PLC 0.05% Add +6.5% 489,350 $112.2M
Raymond James Financial Inc. 0.03% Reduce -4.8% 471,875 $108.3M
Lord, Abbett & Co. LLC 0.31% Reduce -19.8% 444,109 $102.0M
Global Retirement Partners, LLC 1.55% — 441,225 $101.3M
Rhumbline Advisers 0.07% Reduce -1.8% 420,980 $96.6M
Jones Financial Companies LLLP 0.04% Add +91.2% 424,430 $95.9M
Lazard Asset Management LLC 0.14% Add +26.6% 416,536 $95.6M
Van Lanschot Kempen Investment Management N.V. 0.73% New 415,941 $95.5M
Chilton Investment Co. Inc. 2.28% Reduce -15.8% 413,100 $94.8M
Milford Funds Ltd. 1.52% Add +13.7% 407,718 $93.6M
NZS Capital, LLC 2.32% Add +5.6% 389,613 $89.4M
Bowie Capital Management, LLC 4.30% Reduce -13.8% 378,174 $86.8M
California State Teachers Retirement System 0.08% Add +1.7% 375,360 $86.2M
Citigroup Inc. 0.04% Add +26.1% 372,212 $85.4M
APG Asset Management N.V. 0.21% Reduce -63.9% 425,155 $85.4M
Artisan Partners Limited Partnership 0.14% Reduce -59.0% 362,658 $83.3M
Gillson Capital LP 4.82% Add +207.8% 356,202 $81.8M
Regions Financial Corp. 0.46% Reduce -2.4% 332,381 $76.3M
TD Asset Management Inc 0.07% Reduce -6.9% 329,799 $75.7M
Sei Investments Co. 0.06% Add +7.7% 311,535 $71.5M
Mairs & Power Inc. 0.66% New 311,539 $71.5M
California Public Employees Retirement System 0.04% Reduce -61.9% 301,121 $69.1M
Welch & Forbes LLC 0.81% Reduce -1.2% 289,883 $66.5M
Zacks Investment Management 0.47% Reduce -1.1% 288,036 $66.1M
Bank of Montreal 0.02% Add +26.2% 283,417 $65.1M
New York State Common Retirement Fund 0.08% Reduce -33.0% 276,963 $63.6M
Balyasny Asset Management L.P. 0.12% Add +11.8% 267,170 $61.3M
Welch Group, LLC 2.06% Add +3.6% 262,241 $60.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Reduce -23.1% 261,632 $60.1M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +1519.1% 261,297 $60.0M
Fort Washington Investment Advisors Inc. 0.30% Add +40.4% 257,445 $59.1M
Central Securities Corp 4.37% Add +88.9% 255,000 $58.5M
Alliancebernstein L.P. 0.02% Reduce -66.2% 264,344 $57.3M
Russell Investments Group, Ltd. 0.05% Add +11.0% 241,888 $55.5M
Kornitzer Capital Management Inc. 1.15% Reduce -1.3% 239,226 $54.9M
Cincinnati Financial Corp. 1.02% Reduce -11.1% 232,259 $53.3M
Gotham Asset Management 0.12% Add +258.3% 227,886 $52.3M
Prana Capital Management, LP 1.57% New 224,273 $51.5M
Ceredex Value Advisors LLC 1.43% Add +55.5% 222,002 $51.0M
State Board of Administration of Florida Retirement System 0.08% Reduce -1.6% 215,977 $49.6M
Ameriprise Financial Inc. 0.01% Reduce -10.9% 213,152 $48.9M
Fifth Third Bancorp 0.08% Reduce -2.8% 212,739 $48.8M
Aviva PLC 0.07% Add +0.1% 211,681 $48.6M
Quantinno Capital Management LP 0.06% Add +33.5% 209,501 $48.1M
Retirement Systems of Alabama 0.14% Reduce -0.3% 200,358 $46.0M
Zurich Insurance Group Ltd 0.32% New 200,247 $46.0M
Capital International, Inc. 0.32% Reduce -2.8% 195,342 $44.8M
Nissay Asset Management Corp. /Japan 0.19% Add +13.0% 193,547 $44.4M
Aberdeen Group plc 0.06% Add +0.6% 192,229 $44.1M
Old Republic International Corp. 1.64% No change 190,800 $43.8M
Baillie Gifford & Co. 0.04% Add +38.0% 184,065 $42.3M
Fisher Funds Management LTD 1.18% Reduce -12.7% 181,006 $41.6M
CANADA LIFE ASSURANCE Co 0.07% Reduce -8.3% 179,937 $41.2M
LPL Financial LLC 0.01% Add +7.8% 179,131 $41.1M
New York State Teachers Retirement System 0.07% No change 176,619 $40.5M
Stifel Financial Corp. 0.03% Add +0.3% 174,924 $40.2M
First Trust Advisors LP 0.02% Add +0.8% 171,579 $39.4M
Assetmark, Inc. 0.07% Add +97.4% 170,168 $39.1M
AQR Capital Management 0.01% Add +15.8% 170,308 $38.7M
Woodley Farra Manion Portfolio Management Inc. 1.74% Add +1.3% 157,666 $36.2M
Cincinnati Insurance Co. 0.52% Reduce -36.1% 157,374 $36.1M
Voya Investment Management LLC 0.04% Add +9.2% 156,439 $35.9M
Danske Bank A/S 0.07% Add +1.7% 153,637 $35.3M
Gateway Investment Advisers LLC 0.34% Reduce -0.4% 151,193 $34.7M
Freestone Grove Partners LP 0.23% Add +0.3% 150,548 $34.6M
Sequoia Financial Advisors, LLC 0.17% Add +7.1% 149,799 $34.4M
Nexus Investment Management ULC 4.48% New 149,765 $34.4M
Royal London Asset Management Ltd. 0.06% Reduce -1.3% 145,448 $33.4M
Life Cycle Investment Partners Ltd 0.16% Add +22.0% 144,936 $33.3M
Storebrand Asset Management As 0.08% Add +0.2% 144,832 $33.2M
PNC Financial Services Group, Inc. 0.02% Add +18.3% 141,214 $32.4M
State of Wisconsin Investment Board 0.06% Reduce -1.8% 136,982 $31.4M
Millennium Management 0.02% Reduce -41.9% 136,089 $31.2M
Benjamin Edwards Inc. 0.28% Reduce -15.8% 132,485 $30.4M
ASR Vermogensbeheer N.V. 0.31% Reduce -17.6% 131,719 $30.2M
Vanguard Investments Australia, Ltd. 0.07% Add +2.3% 130,604 $30.0M
KBC Group NV 0.06% Add +5.2% 128,765 $29.6M
1832 Asset Management L.P. 0.04% New 128,537 $29.5M
King Luther Capital Management Corp. 0.12% Reduce -20.6% 128,413 $29.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.52% No change 125,585 $28.8M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.1% 125,018 $28.7M
Prudential Financial Inc. 0.03% Reduce -1.3% 121,518 $27.9M
SG Americas Securities, LLC 0.02% Add +260.0% 120,348 $27.6M
Asset Management One Co., Ltd. 0.07% Reduce -6.0% 119,813 $27.5M
Schonfeld Strategic Advisors LLC 0.14% Add +2957.5% 118,845 $27.3M
Korea Investment CORP 0.05% Reduce -42.8% 116,247 $26.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +11.1% 116,106 $26.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -1.9% 115,870 $26.6M
Dearborn Partners LLC 1.51% Reduce -8.0% 115,800 $26.6M
Thomasville National Bank 1.44% — 114,282 $26.2M
Cullen/Frost Bankers, Inc. 0.26% Add +3.4% 114,169 $26.2M
State of Tennessee, Department of Treasury 0.08% Add +15.8% 112,062 $25.7M
Citadel Advisors 0.01% Reduce -85.5% 110,798 $25.4M
Pictet Asset Management Holding SA 0.02% Reduce -1.4% 109,044 $25.0M
Massachusetts Financial Services Co. 0.01% Reduce -4.9% 108,856 $25.0M
Treasurer of the State of North Carolina 0.06% Add +0.0% 108,599 $24.9M
Professional Advisory Services Inc. 2.74% Add +11.7% 108,452 $24.9M
National Bank of Canada 0.02% Add +154.6% 106,348 $24.4M
Alyeska Investment Group, L.P. 0.06% Reduce -37.9% 105,400 $24.2M
Lighthouse Investment Partners, LLC 0.75% Add +5.3% 104,357 $24.0M
Cornerstone Capital, Inc. 2.12% Reduce -0.0% 103,180 $23.7M
DekaBank Deutsche Girozentrale 0.04% No change 109,639 $23.6M
Tredje AP-fonden 0.11% Add +34.8% 102,522 $23.5M
KLP Kapitalforvaltning As 0.08% Add +7.6% 101,730 $23.4M
MML Investors Services, LLC 0.05% Add +24.7% 101,450 $23.3M
Distillate Capital Partners LLC 1.20% Add +2.1% 100,446 $23.1M
CI Investments Inc. 0.07% Add +84.9% 99,953 $22.9M
Creative Planning 0.01% Add +4.2% 98,089 $22.5M
Capital International Sarl 0.32% Reduce -37.5% 98,019 $22.5M
Handelsbanken Fonder AB 0.06% Add +11.8% 97,942 $22.5M
PhiloSmith Capital Corp 6.07% Reduce -0.3% 97,425 $22.4M
Swedbank AB 0.02% Add +4.0% 96,765 $22.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +6.4% 96,714 $22.2M
Corient Private Wealth LP 0.03% Add +3.1% 96,002 $22.0M
ARS Investment Partners, LLC 0.96% Add +0.9% 95,960 $22.0M
Public Employees Retirement System of Ohio 0.06% Reduce -5.7% 95,014 $21.8M
Nomura Asset Management International Inc. 0.03% Reduce -4.5% 94,731 $21.7M
Nomura Asset Management Co. Ltd. 0.05% Reduce -43.2% 93,579 $21.5M
Factory Mutual Insurance Co. 0.20% Add +44.6% 93,265 $21.4M
Osterweis Capital Management Inc. 1.15% New 91,965 $21.1M
Toronto Dominion Bank 0.04% Reduce -15.2% 91,023 $20.9M
Truist Financial Corp. 0.02% Reduce -3.0% 89,354 $20.5M
Eventide Asset Management, LLC 0.27% Add +3.7% 86,769 $19.9M
Victory Capital Management Inc. 0.01% Reduce -2.0% 85,372 $19.6M
Calamos Advisors LLC 0.10% Reduce -1.8% 83,974 $19.3M
SEB Asset Management AB 0.07% Add +51.0% 83,937 $19.3M
State of New Jersey Common Pension Fund D 0.07% Reduce -5.5% 83,193 $19.1M
STRS Ohio 0.07% Add +12.1% 82,809 $19.0M
Cetera Investment Advisers 0.02% Add +16.5% 82,024 $18.8M
Nykredit A/S 0.07% — 81,908 $18.8M
Marsico Capital Management LLC 0.49% New 81,899 $18.8M
Lansforsakringar Fondforvaltning AB (publ) 0.08% Reduce -5.1% 77,934 $17.9M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.7% 77,243 $17.7M
Credit Agricole S A 0.04% Reduce -33.7% 76,382 $17.5M
Mountain Pacific Investment Advisers LLC 2.72% Reduce -0.1% 75,408 $17.3M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -23.5% 74,921 $17.2M
Rafferty Asset Management, LLC 0.04% Add +19.8% 74,837 $17.2M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +54.7% 74,414 $17.1M
Public Sector Pension Investment Board 0.04% Add +0.4% 73,397 $16.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -10.1% 73,199 $16.8M
Czech National Bank 0.09% Add +4.5% 73,124 $16.8M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +9.9% 72,507 $16.6M
Madison Asset Management, LLC 0.20% New 72,448 $16.6M
CIBC Asset Management Inc 0.04% Reduce -1.1% 71,689 $16.5M
Arizona State Retirement System 0.08% Add +1.4% 71,341 $16.4M
Blair William & Co. 0.04% Reduce -4.8% 71,325 $16.4M
US Bancorp \de 0.02% Reduce -2.9% 70,413 $16.2M
Evelyn Partners Group Ltd 0.28% — 69,686 $16.0M
Investment Management Corp of Ontario 0.20% Reduce -2.7% 69,186 $15.9M
Baldwin Wealth Partners LLC 1.03% Reduce -0.8% 68,374 $15.7M
Beacon Pointe Advisors, LLC 0.07% Reduce -3.5% 67,904 $15.6M
Picton Mahoney Asset Management 0.14% Add +193.2% 67,626 $15.5M
Lawson Kroeker Investment Management Inc. 4.23% Reduce -0.6% 66,344 $15.2M
State of Michigan Retirement System 0.07% Reduce -1.9% 65,787 $15.1M
North Point Portfolio Managers Corp. 2.48% Reduce -1.6% 65,400 $15.0M
Nicola Wealth Management LTD. 1.73% Add +52.5% 65,400 $15.0M
Cornerstone Advisors, LLC 0.48% Reduce -7.5% 63,877 $14.7M
Point72 Asset Management 0.02% Add +104.0% 63,010 $14.5M
Nisa Investment Advisors, LLC 0.04% Reduce -0.9% 62,544 $14.4M
Vident Advisory, LLC 0.11% Add +12.6% 61,671 $14.2M
Blackstone Inc. 0.05% Add +360.1% 61,499 $14.1M
Teachers Retirement System of the State of Kentucky 0.10% Add +9.6% 61,089 $14.0M
Varma Mutual Pension Insurance Co 0.07% Add +5.2% 60,550 $13.9M
Premier Fund Managers Ltd 1.23% Reduce -39.8% 59,733 $13.6M
MetLife Investment Management, LLC 0.06% Reduce -3.2% 58,740 $13.5M
Payden & Rygel 1.03% New 58,660 $13.5M
DNB Asset Management AS 0.04% Add +3.4% 58,548 $13.4M
Interval Partners, LP 0.43% Add +47.6% 58,066 $13.3M
United Capital Financial Advisors, LLC 0.07% Reduce -20.1% 57,766 $13.3M
Trillium Asset Management, LLC 0.41% Add +48.5% 57,579 $13.2M
IFM Investors Pty Ltd 0.09% Add +13.3% 57,035 $13.1M
Teacher Retirement System of Texas 0.04% Add +24.5% 56,943 $13.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -5.2% 56,742 $13.0M
Commerce Bank 0.06% Reduce -2.9% 56,398 $12.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +24.8% 49,438 $12.5M
ProShare Advisors LLC 0.02% Add +4.1% 53,928 $12.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.28% Add +12.9% 53,857 $12.4M
iA Global Asset Management Inc. 0.15% New 53,410 $12.3M
Canada Pension Plan Investment Board 0.01% Reduce -53.2% 52,824 $12.1M
Jia Investment Alliance Pte. LTD. 1.12% No change 52,400 $12.0M
Rench Wealth Management, Inc. 3.23% Add +1.1% 52,366 $12.0M
Savant Capital, LLC 0.04% Add +654.8% 48,595 $11.9M
Newport Capital Group, LLC 6.61% Reduce -0.1% 51,261 $11.8M
Running Oak Capital LLC 1.95% Reduce -20.3% 49,796 $11.4M
Philadelphia Financial Management of San Francisco, LLC 3.12% Add +50.0% 49,500 $11.4M
Abn Amro Investment Solutions 0.10% Add +294.8% 49,356 $11.3M
Capital International Ltd. 0.36% Reduce -39.6% 48,304 $11.1M
Segment Wealth Management, LLC 0.57% Add +3.9% 47,937 $11.0M
Tompkins Financial Corp. 0.76% Reduce -0.0% 47,397 $10.9M
Tocqueville Asset Management L.P. 0.14% Add +1.4% 47,168 $10.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -15.1% 47,030 $10.8M
Daiwa Securities Group Inc. 0.02% Add +5.8% 46,473 $10.7M
Baird Financial Group, Inc. 0.01% Add +8.1% 46,221 $10.6M
Xponance LLC 0.06% Reduce -2.1% 45,526 $10.5M
State of Alaska, Department of Revenue 0.10% Reduce -4.7% 44,742 $10.3M
Ferguson Wellman Capital Management, Inc. 0.12% Reduce -8.0% 44,277 $10.2M
Amalgamated Bank 0.07% Reduce -5.0% 44,265 $10.2M
HighTower Advisors, LLC 0.01% Reduce -7.6% 44,081 $10.1M
Busey Bank 0.25% Add +0.6% 44,078 $10.1M
Cerity Partners LLC 0.01% Reduce -5.9% 43,956 $10.1M
Renaissance Investment Group LLC 1.98% Add +4.8% 43,844 $10.1M
USS Investment Management Ltd 0.04% Add +0.5% 43,849 $10.1M
Cardinal Capital Management, Inc. 0.24% Add +1.3% 43,710 $10.0M
Clark Capital Management Group, Inc. 0.05% Add +16.4% 43,612 $10.0M
Kestra Advisory Services, LLC 0.03% Add +3.8% 42,881 $9.8M
GW&K Investment Management, LLC 0.08% Reduce -0.7% 42,795 $9.8M
Mercer Global Advisors Inc. 0.01% Reduce -11.6% 42,107 $9.7M
NEOS Investment Management LLC 0.04% Add +13.8% 41,756 $9.6M
Rakuten Investment Management, Inc. 0.03% Add +10.2% 42,030 $9.5M
Talbot Financial, LLC 0.70% Add +1.3% 41,390 $9.5M
Nicholas Company, Inc. 0.17% New 40,710 $9.3M
Pathstone Holdings, LLC 0.03% Add +6.5% 40,375 $9.3M
Utah Retirement Systems 0.08% Reduce -6.1% 38,709 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -30.5% 38,574 $8.9M
Verity & Verity, LLC 0.61% Reduce -0.6% 38,433 $8.8M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -2.0% 38,236 $8.8M
Glenmede Trust Co. NA 0.04% Add +46.2% 37,580 $8.6M
Allianz Asset Management GmbH 0.01% Reduce -8.3% 37,355 $8.6M
Commonwealth Equity Services, LLC 0.01% Add +3.8% 37,074 $8.5M
New York Life Investment Management LLC 0.06% Reduce -2.6% 37,053 $8.5M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +19.7% 36,476 $8.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.3% 36,123 $8.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Add +9.5% 35,708 $8.2M
Cincinnati Specialty Underwriters Insurance CO 1.82% No change 35,671 $8.2M
Wealthfront Advisers LLC 0.02% Add +22.4% 35,646 $8.2M
Hamilton Point Investment Advisors, LLC 1.10% Reduce -1.0% 33,955 $7.8M
Janney Montgomery Scott LLC 0.02% Add +50.8% 33,864 $7.8M
Swiss Life Asset Management Ltd 0.03% Add +8.6% 33,659 $7.7M
NewEdge Advisors, LLC 0.02% Reduce -12.0% 33,623 $7.7M
Assenagon Asset Management S.A. 0.01% Reduce -46.0% 33,610 $7.7M
Caprock Group, LLC 0.15% New 33,354 $7.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 33,194 $7.6M
Bath Savings Trust Co 0.78% Reduce -5.8% 32,678 $7.5M
Smithbridge Asset Management Inc. 1.02% Add +0.3% 32,662 $7.5M
Vanguard Personalized Indexing Management, LLC 0.06% Add +16.9% 32,250 $7.4M
O'shaughnessy Asset Management, LLC 0.03% Reduce -5.8% 32,026 $7.4M
Oregon Public Employees Retirement Fund 0.08% Add +7.3% 31,589 $7.3M
EagleClaw Capital Managment, LLC 0.96% Add +40.3% 31,285 $7.2M
Seizert Capital Partners, LLC 0.29% Add +37.2% 30,920 $7.1M
Rockefeller Capital Management L.P. 0.01% Add +0.1% 30,798 $7.1M
North Star Investment Management Corp. 0.38% No change 30,382 $7.0M
Strategy Asset Managers LLC 1.04% Add +2.2% 30,362 $7.0M
Empowered Funds, LLC 0.04% Add +20.0% 30,340 $7.0M
James Hambro & Partners LLP 0.24% New 29,250 $6.7M
Mackenzie Financial Corp. 0.01% Reduce -1.4% 28,960 $6.6M
PFA Pension, Forsikringsaktieselskab 0.02% Add +5.3% 28,937 $6.6M
Dockside LLC 1.55% — 28,905 $6.6M
Ethic Inc. 0.08% Add +19.0% 28,859 $6.6M
UniSuper Management Pty Ltd 0.03% Add +25.0% 28,671 $6.6M
OP Asset Management Ltd 0.07% Add +8.3% 28,322 $6.5M
Nordea Investment Management AB 0.01% Reduce -1.9% 28,678 $6.5M
Bahl & Gaynor LLC 0.03% Reduce -4.4% 27,969 $6.4M
Ayrshire Capital Management LLC 2.94% Add +1.2% 27,328 $6.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.57% Reduce -60.0% 27,269 $6.3M
Bank of Nova Scotia 0.01% Reduce -24.5% 27,018 $6.2M
Sigma Investment Counselors Inc. 0.30% Reduce -13.9% 26,902 $6.2M
Mutual of America Capital Management LLC 0.06% Reduce -3.2% 26,457 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -85.7% 26,321 $6.0M
Torray Investment Partners LLC 0.90% Reduce -9.5% 26,276 $6.0M
Capital Group Private Client Services, Inc. 0.08% Reduce -13.0% 25,919 $6.0M
TriCert Investment Counsel Inc. 0.55% — 25,509 $5.9M
Marks Group Wealth Management, Inc 0.51% Reduce -15.1% 25,435 $5.8M
Geneos Wealth Management Inc. 0.12% Add +2.2% 25,149 $5.8M
Cane Capital Partners, LLC 2.30% Reduce -2.1% 24,930 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.3% 24,774 $5.7M
Brant Point Investment Management LLC 1.26% Reduce -6.2% 24,730 $5.7M
Yousif Capital Management, LLC 0.06% Reduce -6.5% 24,727 $5.7M
Ensign Peak Advisors, Inc 0.01% Add +3.6% 24,633 $5.7M
Macquarie Group Ltd. 0.02% Add +13.4% 24,523 $5.6M
Fulcrum Asset Management LLP 0.56% Add +225.3% 24,583 $5.6M
Concurrent Investment Advisors, LLC 0.05% Add +128.9% 24,267 $5.6M
Avanza Fonder AB 0.12% No change 24,193 $5.6M
Marex Group Ltd 0.04% New 24,001 $5.5M
Freedom Day Solutions, LLC 1.21% New 23,813 $5.5M
Polar Asset Management Partners Inc. 0.13% Add +21.6% 23,100 $5.3M
TD Waterhouse Canada Inc. 0.01% Add +1.0% 22,035 $5.3M
Colonial Trust Co / SC 0.67% Add +0.2% 22,938 $5.3M
Captrust Financial Advisors 0.01% Reduce -41.6% 22,868 $5.2M
Prospera Financial Services Inc 0.08% Reduce -4.5% 22,839 $5.2M
Susquehanna International Group, LLP 0.00% Add +44.3% 22,804 $5.2M
Donor Advised Charitable Giving, Inc. 0.12% Reduce -6.5% 22,700 $5.2M
Chicago Partners Investment Group LLC 0.10% Add +0.3% 21,473 $5.2M
Hantz Financial Services, Inc. 0.07% Reduce -3.9% 22,573 $5.2M
Cary Street Partners Financial LLC 0.11% Add +3.3% 22,323 $5.1M
Element Capital Management LLC 0.28% New 22,200 $5.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.7% 21,967 $5.0M
Osaic Holdings, Inc. 0.01% Reduce -20.3% 21,922 $5.0M
Douglass Winthrop Advisors, LLC 0.09% Reduce -10.1% 21,475 $4.9M
Rothschild Investment LLC 0.18% Add +1102.2% 21,255 $4.9M
Elo Mutual Pension Insurance Co 0.06% Add +11.2% 21,083 $4.8M
Sit Investment Associates Inc. 0.09% Reduce -62.7% 20,993 $4.8M
Atria Investments, Inc 0.05% Add +22.0% 20,780 $4.8M
Fourpath Capital Management, LLC 0.63% Reduce -1.2% 20,761 $4.8M
Wendell David Associates Inc. 0.50% Reduce -2.4% 20,660 $4.7M
Ieq Capital, LLC 0.02% Reduce -0.3% 20,527 $4.7M
Candriam S.C.A. 0.02% Reduce -1.0% 20,428 $4.7M
Callan Family Office, LLC 0.09% Add +0.2% 20,355 $4.7M
BNP Paribas 0.13% Reduce -23.6% 20,452 $4.7M
Mizuho Securities USA LLC 0.07% Add +29.5% 20,112 $4.6M
Family Legacy, Inc. 1.22% Reduce -0.1% 19,951 $4.6M
Cresset Asset Management, LLC 0.02% Add +212.1% 19,882 $4.6M
M&T Bank Corp 0.01% Reduce -10.8% 19,828 $4.6M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.5% 19,494 $4.5M
New Vernon Investment Management LLC 5.46% Add +43.6% 19,403 $4.5M
Westwood Holdings Group Inc. 0.03% Reduce -88.5% 19,361 $4.4M
Atlantic Union Bankshares Corp 0.07% Reduce -0.6% 19,337 $4.4M
Pacer Advisors, Inc. 0.01% Reduce -5.0% 19,167 $4.4M
B. Metzler seel. Sohn & Co. AG 0.04% Add +52.6% 19,123 $4.4M
McLean Asset Management Corp 0.57% Add +67.6% 17,408 $4.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.24% Reduce -2.8% 18,854 $4.3M
First American Bank 0.24% Add +1.3% 18,679 $4.3M
Ariel Investments 0.04% Reduce -5.9% 18,597 $4.3M
Nomura Holdings Inc. 0.02% Add +176.7% 18,572 $4.3M
Moore Capital Management, LP 0.10% New 18,504 $4.2M
Principal Securities, Inc. 0.05% Add +98.9% 18,196 $4.2M
Choreo, LLC 0.05% Add +38.6% 18,137 $4.2M
Saudi Central Bank 0.05% Add +89.9% 17,997 $4.1M
Fideuram Asset Management (Ireland) dac 0.08% New 19,287 $4.1M
Steward Partners Investment Advisory, LLC 0.02% Add +151.1% 17,813 $4.1M
American Century Companies Inc. 0.00% Reduce -93.8% 17,515 $4.0M
Eurizon Capital SGR S.p.A. 0.01% Add +4.5% 17,512 $4.0M
Cullinan Associates Inc. 0.30% New 17,500 $4.0M
Sanctuary Advisors, LLC 0.02% Add +4.0% 17,311 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -6.2% 17,309 $4.0M
Community Trust & Investment Co. 0.20% Add +1.5% 17,288 $4.0M
Sand Hill Global Advisors, LLC 0.12% Reduce -8.0% 17,197 $3.9M
Sitrin Capital Management LLC 1.74% Reduce -0.0% 17,138 $3.9M
WCG Wealth Advisors LLC 0.09% New 16,934 $3.9M
CENTRAL TRUST Co 0.07% Reduce -4.0% 16,504 $3.8M
Barbara Oil Co. 1.27% No change 16,500 $3.8M
Ballew Advisors, Inc 1.95% Add +0.1% 14,915 $3.8M
Carderock Capital Management Inc. 0.82% New 16,330 $3.7M
Kentucky Retirement Systems 0.09% New 16,009 $3.7M
Pinnacle Financial Partners, Inc. 0.03% Add +1.6% 15,968 $3.7M
Sovereign's Capital Management, LLC 2.42% Reduce -1.2% 15,809 $3.6M
Bfsg, LLC 0.32% Reduce -5.5% 15,804 $3.6M
First Nebraska Trust Co 0.29% Add +15.7% 15,739 $3.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 15,626 $3.6M
Brookmont Capital Management 1.90% Reduce -6.6% 15,421 $3.5M
Clearstead Advisors, LLC 0.03% Reduce -1.2% 15,319 $3.5M
Orion Porfolio Solutions, LLC 0.03% Add +57.7% 15,134 $3.5M
Romano Brothers and Company 0.35% Reduce -0.5% 15,089 $3.5M
Bessemer Group Inc. 0.00% Reduce -5.0% 14,851 $3.4M
OpenArc Corporate Advisory, LLC 0.04% Reduce -47.9% 14,709 $3.4M
Van Hulzen Asset Management, LLC 0.24% Reduce -46.3% 14,687 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -10.0% 14,704 $3.4M
PFG Advisors 0.17% Reduce -19.7% 14,366 $3.3M
Neuberger Berman Group LLC 0.00% Add +15.8% 14,318 $3.3M
Norinchukin Bank, The 0.03% Add +2.6% 14,312 $3.3M
Hartford Investment Management Co. 0.09% Reduce -2.8% 14,229 $3.3M
James Investment Research, Inc. 0.33% Reduce -2.2% 14,208 $3.3M
Schroder Investment Management Group 0.00% Reduce -24.6% 14,341 $3.3M
Coldstream Capital Management Inc. 0.04% Reduce -0.6% 14,006 $3.2M
Maryland State Retirement & Pension System 0.05% Add +9.2% 13,804 $3.2M
Oxbow Advisors, LLC 0.26% No change 13,800 $3.2M
Wealthspire Advisors, LLC 0.02% Reduce -0.3% 13,761 $3.2M
Private Management Group Inc. 0.08% Reduce -9.7% 13,613 $3.1M
Apollon Wealth Management, LLC 0.04% Add +62.5% 13,496 $3.1M
Bleakley Financial Group, LLC 0.04% New 13,343 $3.1M
Hennion & Walsh Asset Management, Inc. 0.09% Reduce -2.4% 13,175 $3.0M
Louisiana State Employees Retirement System 0.04% No change 13,100 $3.0M
New Mexico Educational Retirement Board 0.07% Add +7.6% 12,750 $2.9M
Nelson Capital Management, LLC 0.32% Reduce -2.1% 12,636 $2.9M
Elwood Capital Partners LP 2.09% No change 12,510 $2.9M
Tilia Fiduciary Partners, Inc. 1.35% Add +5.8% 12,426 $2.9M
Clio Asset Management LLC 2.23% New 12,241 $2.8M
AG2R La Mondiale Gestion D'actifs 0.10% Add +15.4% 12,181 $2.8M
HB Wealth Management, LLC 0.02% Add +25.4% 12,157 $2.8M
Squarepoint Ops LLC 0.01% Add +77.4% 12,120 $2.8M
Natixis 0.01% Reduce -46.3% 12,092 $2.8M
OMERS ADMINISTRATION Corp 0.02% Add +14.8% 11,922 $2.7M
Mariner, LLC 0.00% Reduce -46.9% 11,893 $2.7M
Vontobel Holding Ltd. 0.01% Add +0.9% 11,882 $2.7M
Bollard Group LLC 0.08% Add +0.3% 11,864 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Add +0.9% 11,362 $2.7M
Trust Co. of Toledo NA 0.22% Reduce -3.8% 11,751 $2.7M
Arthur M. Cohen & Associates, LLC 0.42% Reduce -9.7% 11,690 $2.7M
FJ Capital Management LLC 0.34% New 11,571 $2.7M
Andra AP-fonden 0.03% Reduce -6.8% 11,507 $2.6M
Panagora Asset Management Inc. 0.01% Add +23.9% 11,443 $2.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -17.2% 11,303 $2.6M
Jane Street Group, LLC 0.00% Add +0.6% 11,294 $2.6M
Boston Partners 0.00% Reduce -98.6% 11,121 $2.6M
Dorsey & Whitney Trust CO LLC 0.12% Add +376.3% 11,026 $2.5M
New Age Alpha Advisors, LLC 0.11% Reduce -1.3% 10,782 $2.5M
Bridges Investment Management Inc. 0.03% Add +54.6% 10,705 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -0.2% 10,609 $2.4M
Legacy Wealth Management, LLC / MS 0.62% Reduce -21.9% 10,541 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +5.3% 10,540 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -16.1% 10,449 $2.4M
Meiji Yasuda Life Insurance Co 0.08% Add +27.6% 10,443 $2.4M
GAM Holding AG 0.18% Reduce -4.1% 10,421 $2.4M
Anchor Investment Management, LLC 0.18% Add +13.1% 10,389 $2.4M
Employees Retirement System of Texas 0.02% Reduce -93.7% 10,388 $2.4M
Man Group plc 0.00% New 10,335 $2.4M
Whittier Trust Co. 0.02% Reduce -5.8% 9,446 $2.4M
&partners 0.01% Add +27.3% 10,225 $2.4M
Leavell Investment Management, Inc. 0.09% Add +3.3% 10,244 $2.4M
Crossmark Global Holdings, Inc. 0.03% Reduce -4.0% 10,082 $2.3M
Chicago Capital, LLC 0.06% Reduce -14.3% 10,078 $2.3M
MUFG Securities EMEA plc 0.02% Reduce -76.4% 10,062 $2.3M
Arax Advisory Partners 0.02% Add +627.3% 9,978 $2.3M
Stonebridge Financial Group, LLC 0.32% — 9,972 $2.3M
Capital Group Investment Management Pte. LTD. 0.34% Reduce -41.9% 9,935 $2.3M
Argo Wealth Advisory, LLC 1.25% Add +2.3% 9,853 $2.3M
Alley Investment Management Company, LLC 0.26% Reduce -55.6% 9,809 $2.3M
Rathbones Group PLC 0.01% Reduce -72.1% 9,796 $2.2M
Peapack Gladstone Financial Corp. 0.03% Add +35.7% 9,755 $2.2M
UMB Bank, n.a. 0.03% Add +2.8% 9,738 $2.2M
Manhattan West Asset Management, LLC 0.36% Reduce -8.8% 9,451 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 9,401 $2.2M
MAI Capital Management 0.01% Reduce -6.5% 9,379 $2.2M
Ancora Advisors LLC 0.04% Reduce -3.4% 9,350 $2.1M
DRW Securities, LLC 0.13% New 9,282 $2.1M
Pine Valley Investments Ltd Liability Co 0.09% Add +6.1% 9,254 $2.1M
Iams Wealth Management, LLC 0.64% Reduce -19.8% 9,216 $2.1M
Knollwood Investment Advisory, LLC 0.19% No change 9,168 $2.1M
Argent Trust Co 0.06% Add +127.7% 9,118 $2.1M
Summit Trail Advisors, LLC 0.03% Add +34.3% 9,114 $2.1M
E. Ohman J:or Asset Management AB 0.05% No change 9,063 $2.1M
Roundview Capital LLC 0.11% Add +265.1% 9,040 $2.1M
Merit Financial Group, LLC 0.01% Add +15.5% 9,034 $2.1M
Intech Investment Management LLC 0.02% Reduce -1.0% 8,929 $2.0M
Fiduciary Alliance LLC 0.14% Add +48.7% 8,833 $2.0M
Flputnam Investment Management Co. 0.02% Reduce -0.5% 8,681 $2.0M
Osmosis Investment Management UK Ltd 0.09% Reduce -48.5% 8,678 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -14.3% 8,451 $1.9M
Lido Advisors, LLC 0.01% Reduce -41.3% 8,416 $1.9M
Harbor Advisors LLC 0.24% No change 8,375 $1.9M
Raiffeisen Bank International AG 0.02% Add +0.8% 8,442 $1.9M
AE Wealth Management LLC 0.01% Add +8.0% 8,332 $1.9M
Pacific Capital Partners Ltd 1.65% No change 8,290 $1.9M
AIA Group Ltd 0.02% Reduce -54.5% 8,282 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 8,237 $1.9M
Poehling Capital Management, INC. 0.40% New 8,081 $1.9M
Brevan Howard Capital Management LP 0.03% Add +292.6% 8,059 $1.9M
Old North State Trust, LLC 0.95% Reduce -1.9% 8,041 $1.8M
Shayne & Jacobs, LLC 0.54% New 7,960 $1.8M
Neo Ivy Capital Management 0.42% New 7,957 $1.8M
Kestra Private Wealth Services, LLC 0.02% Reduce -0.4% 7,939 $1.8M
Arkadios Wealth Advisors 0.03% Reduce -3.2% 7,920 $1.8M
Equitable Holdings, Inc. 0.01% Reduce -9.2% 7,877 $1.8M
Provident Wealth Management, LLC 0.46% No change 7,819 $1.8M
Mufg Securities Americas Inc. 0.09% Add +8.8% 7,738 $1.8M
Ascent Group, LLC 0.05% Add +8.5% 7,618 $1.7M
Securian Asset Management, Inc. 0.06% Reduce -2.0% 6,846 $1.7M
Bailard, Inc. 0.04% Add +3.1% 7,550 $1.7M
North Dakota State Investment Board 0.07% Add +2.6% 7,541 $1.7M
Stonebridge Capital Management Inc. 0.83% Reduce -3.2% 7,512 $1.7M
Bright Rock Capital Management, LLC 0.34% No change 7,500 $1.7M
Trueblood Wealth Management, LLC 0.60% Reduce -0.5% 7,436 $1.7M
Wedmont Private Capital 0.05% Add +94.4% 6,696 $1.7M
Metis Global Partners, LLC 0.04% Reduce -13.8% 7,371 $1.7M
Siemens Fonds Invest GmbH 0.08% Add +2.1% 7,370 $1.7M
Keybank National Association 0.01% Reduce -1.5% 7,356 $1.7M
Park Avenue Securities LLC 0.01% Reduce -56.4% 7,270 $1.7M
TD Private Client Wealth LLC 0.03% Reduce -39.0% 7,254 $1.7M
Taylor Frigon Capital Management LLC 0.78% Reduce -0.5% 7,215 $1.7M
Ostrum Asset Management 0.08% Add +25.2% 7,204 $1.7M
Mgo One Seven LLC 0.03% Add +153.0% 6,950 $1.6M
Arlington Trust Co LLC 0.13% No change 6,949 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -72.5% 6,937 $1.6M
Cincinnati Indemnity Co. 3.85% No change 6,882 $1.6M
Meeder Advisory Services, Inc. 0.06% Add +19.5% 6,785 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.15% Reduce -0.2% 6,783 $1.6M
Hartford Funds Management Co LLC 0.12% Add +96.1% 6,733 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -0.5% 6,644 $1.5M
Potomac Fund Management Inc. 0.04% Add +2.8% 6,560 $1.5M
Farther Finance Advisors, LLC 0.01% Reduce -3.5% 6,503 $1.5M
QRG Capital Management, Inc. 0.01% Add +19.2% 6,497 $1.5M
Vestmark Advisory Solutions, Inc. 0.01% Add +23.1% 6,454 $1.5M
Jefferies Financial Group Inc. 0.01% Reduce -33.8% 6,425 $1.5M
Alteri Wealth LLC 0.41% Add +0.0% 6,405 $1.5M
Advisory Alpha, LLC 0.04% Add +38.8% 6,388 $1.5M
World Investment Advisors 0.02% Reduce -1.3% 6,647 $1.4M
Vise Technologies, Inc. 0.02% Add +12.6% 6,282 $1.4M
AustralianSuper Pty Ltd 0.01% No change 6,244 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -34.7% 6,116 $1.4M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -45.8% 5,963 $1.4M
Portfolio Design Labs, LLC 0.22% Add +14.4% 5,940 $1.4M
Dover Advisors, LLC 0.56% Add +1.4% 5,259 $1.4M
Dynasty Wealth Management, LLC 0.01% Add +113.5% 5,889 $1.4M
Frank, Rimerman Advisors LLC 0.08% Add +0.0% 5,873 $1.3M
Fiduciary Trust Co 0.01% Add +34.4% 5,824 $1.3M
Ossiam 0.02% New 5,737 $1.3M
Third View Private Wealth, LLC 0.16% Reduce -0.7% 5,650 $1.3M
Cabot Wealth Management Inc. 0.13% Reduce -9.9% 5,623 $1.3M
VeraBank, N.A. 0.21% Reduce -21.4% 5,616 $1.3M
Sendero Wealth Management, LLC 0.13% Add +98.4% 5,588 $1.3M
Eagle Wealth Strategies LLC 0.49% Add +0.0% 5,536 $1.3M
Oppenheimer & Co. Inc. 0.01% Reduce -6.2% 5,468 $1.3M
Gilbert & Cook, Inc. 0.14% Add +9.2% 5,465 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -6.2% 5,450 $1.3M
Belpointe Asset Management LLC 0.04% No change 5,386 $1.2M
Canada Post Corp Registered Pension Plan 0.04% No change 5,329 $1.2M
J.W. Cole Advisors, Inc. 0.02% New 5,276 $1.2M
Seelaus Asset Management LLC 0.86% Reduce -3.8% 5,266 $1.2M
Builder Investment Group Inc. 0.24% Reduce -4.9% 5,226 $1.2M
Vestcor Inc 0.03% No change 5,183 $1.2M
GeoWealth Management, LLC 0.04% Add +157.7% 5,178 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +48.6% 5,177 $1.2M
SBI Okasan Asset Management Co.Ltd. 0.04% No change 5,210 $1.2M
Avidian Wealth Enterprises, LLC 0.03% Add +13.1% 5,141 $1.2M
Directional Asset Management 1.12% Reduce -10.3% 5,100 $1.2M
Waverly Advisors, LLC 0.01% Reduce -10.1% 5,114 $1.2M
Prudential PLC 0.01% No change 5,074 $1.2M
Permanens Capital L.P. 0.12% Add +74.0% 5,056 $1.2M
EPG Wealth Management LLC 0.28% Reduce -2.1% 5,012 $1.2M
Merrion Investment Management Co, LLC 0.54% No change 5,000 $1.1M
Game Creek Capital, LP 0.50% Reduce -9.1% 5,000 $1.1M
Storgate, LLC 0.24% Add +256.5% 4,959 $1.1M
Monetary Management Group Inc. 0.23% Add +4.8% 4,945 $1.1M
Allstate Corp. 0.01% Reduce -75.8% 4,914 $1.1M
Clear Harbor Asset Management, LLC 0.07% Add +1.4% 4,886 $1.1M
Tema ETFs LLC 0.04% Add +26.3% 4,880 $1.1M
Avior Wealth Management, LLC 0.03% Add +23.6% 4,873 $1.1M
Invst, LLC 0.11% New 4,866 $1.1M
Guinness Atkinson Asset Management Inc 0.50% Reduce -6.4% 4,859 $1.1M
Moody National Bank Trust Division 0.09% Reduce -4.6% 4,832 $1.1M
Vaughan Nelson Investment Management, L.P. 0.01% No change 4,785 $1.1M
Horizon Investments, LLC 0.01% Add +1.3% 4,761 $1.1M
Lombard Odier Asset Management (USA) Corp 1.51% New 4,737 $1.1M
Xcelsior Advisor Partners LLC 0.14% New 4,723 $1.1M
BankPlus Trust Department 0.25% Add +0.5% 4,723 $1.1M
Wealth Enhancement Trust Services, Inc. 0.12% Add +17.2% 4,650 $1.1M
Prosperity Consulting Group, LLC 0.04% Add +1.8% 4,650 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -38.4% 4,633 $1.1M
Ticino Wealth 0.34% Add +34.3% 4,629 $1.1M
Quadrant Capital Group LLC 0.03% Add +14.5% 4,602 $1.1M
SVB Wealth LLC 0.07% Reduce -1.7% 4,567 $1.0M
Everett Harris & Co. 0.01% Reduce -9.3% 4,525 $1.0M
South Dakota Investment Council 0.02% No change 4,437 $1.0M
Disciplined Investments, LLC 0.33% Reduce -16.1% 4,419 $1.0M
Advisory Services Network, LLC 0.01% Add +3.2% 4,359 $1.0M
44 Wealth Management LLC 0.33% Reduce -6.3% 4,347 $998K
Cape Investment Advisory, Inc. 0.26% New 4,311 $990K
TCW Group Inc. 0.01% Add +1.8% 4,281 $983K
Brookstone Capital Management 0.01% Add +11.5% 4,266 $979K
Praxis Investment Management Inc. 0.05% Reduce -24.3% 4,261 $978K
Guyasuta Investment Advisors Inc. 0.05% No change 4,256 $977K
Parallel Advisors, LLC 0.01% Add +3.1% 4,238 $973K
Simplex Trading, LLC 0.03% New 4,225 $970K
Twin City Private Wealth, LLC 0.68% New 4,217 $968K
Savvy Advisors, Inc. 0.02% Add +15.8% 4,209 $966K
GAMMA Investing LLC 0.04% Add +14.3% 4,200 $964K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +1.4% 4,199 $964K
St Germain D J Co. Inc. 0.03% No change 4,195 $963K
Norden Group LLC 0.08% New 4,178 $959K
Guggenheim Capital LLC 0.01% Add +14.8% 4,121 $946K
Marshall Wace, LLP 0.00% Reduce -98.5% 4,115 $945K
Fifth Third Wealth Advisors LLC 0.03% Add +17.3% 4,097 $941K
Accurate Wealth Management, LLC 0.09% Add +13.3% 3,698 $936K
YHB Investment Advisors, Inc. 0.06% Add +61.0% 4,059 $932K
NorthCoast Asset Management LLC 0.02% Reduce -6.9% 4,038 $927K
Signaturefd, LLC 0.01% Reduce -15.6% 3,980 $914K
Regal Investment Advisors LLC 0.05% Reduce -8.5% 3,979 $914K
Aptus Capital Advisors, LLC 0.01% Reduce -82.7% 3,932 $903K
V2 Financial group LLC 0.33% Reduce -19.9% 3,916 $899K
Independent Advisor Alliance 0.02% Reduce -2.3% 3,842 $882K
Triangle Securities Wealth Management 0.17% Reduce -6.8% 3,841 $882K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -9.9% 3,458 $881K
Englebert Financial Advisers, LLC 0.87% Add +12.5% 3,809 $874K
PFG Investments, LLC 0.03% Add +0.1% 3,760 $863K
Essex Investment Management Co. LLC 0.11% No change 3,746 $860K
Pinnacle Associates Ltd. 0.01% Reduce -3.8% 3,738 $858K
Ellis Investment Partners, LLC 0.13% Add +0.0% 3,717 $853K
Connecticut Wealth Management, LLC 0.03% Reduce -2.5% 3,664 $841K
WBH Advisory Inc. 0.06% No change 3,651 $838K
Simplicity Wealth,LLC 0.03% New 3,587 $824K
Evolve Private Wealth, LLC 0.05% New 3,583 $823K
Moors & Cabot, Inc. 0.03% Add +26.7% 3,583 $823K
Unique Wealth Strategies, LLC 0.30% New 3,544 $814K
Balentine LLC 0.03% Add +71.4% 3,504 $804K
Heartland Bank & Trust Co 0.17% Reduce -1.2% 3,492 $802K
SummitTX Capital, L.P. 0.02% Reduce -46.6% 3,470 $797K
Evercore Wealth Management, LLC 0.01% No change 3,464 $795K
Mather Group, Llc. 0.01% Add +137.4% 3,461 $794K
TFR Capital, LLC. 0.22% Reduce -21.7% 3,410 $783K
Empower Advisory Group, LLC 0.00% Add +18.3% 3,405 $782K
Evergreen Capital Management LLC 0.01% Add +29.4% 3,367 $773K
Aprio Wealth Management, LLC 0.04% Add +0.1% 3,350 $769K
Jacobi Capital Management LLC 0.04% Add +23.6% 3,341 $767K
Allworth Financial LP 0.00% Reduce -30.3% 3,332 $765K
Allen Investment Management, LLC 0.01% Add +0.9% 3,292 $756K
Harbour Investments, Inc. 0.01% Reduce -16.1% 3,273 $751K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -4.0% 3,244 $745K
Huntington National Bank 0.00% Add +32.2% 3,234 $742K
Midwest Trust Co 0.01% Add +6.5% 3,214 $738K
Tred Avon Family Wealth, LLC 0.23% Reduce -0.4% 3,202 $735K
Grey Ledge Advisors, LLC 0.14% New 3,125 $717K
Tower Research Capital LLC (TRC) 0.02% Reduce -15.6% 3,111 $714K
Ascent Wealth Partners, LLC 0.07% Reduce -16.4% 3,099 $711K
Coastal Bridge Advisors, LLC 0.04% Reduce -30.0% 3,077 $706K
D.A. Davidson & Co. 0.00% Reduce -6.6% 3,049 $700K
Private Advisor Group, LLC 0.00% Reduce -90.9% 3,044 $699K
Asempa Wealth Advisors 0.53% No change 3,026 $695K
VestGen Advisors, LLC 0.02% Add +6.0% 3,004 $690K
Patron Partners, LLC 0.26% Add +13.8% 2,993 $687K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -18.1% 2,991 $687K
Occidental Asset Management, LLC 0.07% Reduce -2.4% 2,968 $681K
Axxcess Wealth Management, LLC 0.01% New 2,964 $681K
Frec Markets, Inc. 0.06% Add +82.3% 2,960 $680K
Valeo Financial Advisors, LLC 0.01% Add +9.1% 2,952 $678K
Virtue Capital Management, LLC 0.09% Reduce -19.1% 2,944 $676K
Robeco Institutional Asset Management B.V. 0.00% Reduce -35.6% 2,927 $672K
Spirepoint Private Client, LLC 0.05% Reduce -88.0% 2,922 $671K
Chico Wealth RIA 0.35% Add +0.3% 2,906 $667K
Crux Wealth Advisors 0.23% New 2,891 $664K
Fisher Asset Management 0.00% Add +8.5% 2,886 $663K
BankPlus Wealth Management LLC 0.30% Add +1.0% 2,885 $662K
Gryphon Financial Partners LLC 0.06% Add +65.3% 2,879 $661K
Sagespring Wealth Partners, LLC 0.01% Add +16.8% 2,869 $659K
RFG Advisory, LLC 0.01% Add +6.3% 2,869 $659K
TritonPoint Partners, LLC 0.05% Reduce -27.6% 2,854 $655K
Webster Bank, N. A. 0.06% No change 2,850 $654K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -90.1% 2,839 $652K
Circle Wealth Management, LLC 0.01% Add +60.8% 2,815 $646K
Trust Asset Management LLC 0.04% Add +1.4% 2,805 $644K
Samara Investment Management, LLC 0.59% Reduce -4.3% 2,799 $643K
Carr Financial Group Corp 0.15% Add +7.5% 2,791 $641K
Ballentine Partners, LLC 0.01% Reduce -20.5% 2,788 $640K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.2% 2,784 $639K
Gabelli Funds LLC 0.00% No change 2,783 $639K
Park National Corp. 0.02% No change 2,762 $634K
Integrated Wealth Concepts LLC 0.00% Add +6.1% 2,760 $634K
Woodward Diversified Capital, LLC 0.28% Reduce -4.0% 2,747 $631K
Perigon Wealth Management, LLC 0.01% Add +73.1% 2,733 $627K
C WorldWide Group Holding A/S 0.01% Reduce -19.9% 2,708 $622K
Wilmington Savings Fund Society, FSB 0.01% Add +14.2% 2,704 $621K
Sfm, LLC 0.32% Reduce -41.4% 2,701 $620K
Intesa Sanpaolo Wealth Management 0.12% No change 2,665 $612K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.0% 2,663 $611K
CX Institutional 0.02% Add +54.6% 2,651 $609K
Syon Capital LLC 0.03% Reduce -14.0% 2,643 $607K
Hamilton Capital Partners Inc. 0.02% No change 2,639 $606K
Scotia Capital Inc. 0.00% Reduce -2.3% 2,632 $604K
One Wealth Map LLC 0.28% New 2,240 $602K
Central Pacific Bank - Trust Division 0.06% Add +26.8% 2,600 $597K
Stock Yards Bank & Trust Co. 0.02% No change 2,588 $594K
Dana Investment Advisors, Inc. 0.02% Add +101.8% 2,571 $590K
Sun Financial Inc 0.28% Reduce -0.1% 2,338 $590K
Greenleaf Trust 0.01% Reduce -1.9% 2,549 $585K
HBK Sorce Advisory LLC 0.01% Add +33.8% 2,306 $579K
V-Square Quantitative Management LLC 0.05% Reduce -4.7% 2,515 $577K
PCM Encore, LLC 0.10% Reduce -1.3% 2,504 $575K
Compass Ion Advisors, LLC 0.05% Add +0.0% 2,498 $573K
Okabena Investment Services Inc. 0.10% No change 2,494 $573K
Mission Wealth Management, LP 0.01% Add +18.3% 2,473 $568K
DDD Partners, LLC 0.04% New 2,458 $564K
Florida Trust Wealth Management Co 0.01% Add +0.2% 2,456 $564K
Commerzbank Aktiengesellschaft 0.01% Reduce -9.6% 2,442 $561K
Sivia Capital Partners, LLC 0.07% New 2,441 $560K
Sumitomo Life Insurance Co. 0.01% Reduce -3.0% 2,436 $559K
Voya Financial Advisors, Inc. 0.05% New 2,457 $558K
Mutual Advisors, LLC 0.01% Add +12.4% 2,427 $557K
Citizens Financial Group Inc. 0.01% Add +0.3% 2,401 $551K
Cigna Investments Inc. 0.07% No change 2,394 $550K
Erste Asset Management GmbH 0.00% Add +22.3% 2,415 $548K
Checchi Capital Advisers, LLC 0.03% Add +2.9% 2,361 $542K
Summit Financial, LLC 0.01% Add +33.6% 2,330 $535K
Haverford Trust Co 0.00% Reduce -5.3% 2,322 $533K
Pathway Financial Advisors LLC 0.06% No change 2,100 $530K
Washington Capital Management, Inc. 0.35% New 2,305 $529K
Phocas Financial Corp. 0.07% No change 2,300 $528K
Montag A & Associates Inc. 0.02% No change 2,300 $528K
111 Capital 0.09% Add +65.0% 2,293 $526K
Choate Investment Advisors 0.01% Reduce -3.3% 2,254 $517K
First National Bank of Omaha 0.01% No change 2,277 $517K
Colonial Trust Advisors 0.04% Add +6.0% 2,237 $514K
SPWM Advisors LLC 0.47% New 2,021 $513K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.17% — 2,217 $509K
Kenora Financial, LLC 0.16% Reduce -6.5% 2,216 $509K
Live Oak Private Wealth LLC 0.06% Reduce -1.3% 2,215 $508K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +0.3% 2,209 $507K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.9% 2,209 $507K
PAX Financial Group, LLC 0.07% Reduce -16.1% 2,196 $504K
Allen Capital Group, LLC 0.04% Add +1.4% 2,192 $503K
Advyzon Investment Management, LLC 0.04% Reduce -3.4% 2,174 $499K
Drive Wealth Management, LLC 0.09% Add +62.8% 2,173 $499K
Smartleaf Asset Management LLC 0.02% No change 2,195 $499K
Alps Advisors Inc. 0.00% New 2,166 $497K
Foundation Wealth Management, LLC\PA 0.15% Reduce -4.9% 2,165 $497K
Profund Advisors LLC 0.01% Reduce -2.9% 2,152 $494K
Smithfield Trust Co 0.02% Reduce -3.1% 2,154 $494K
Ingalls & Snyder LLC 0.01% No change 2,145 $492K
Krilogy Financial LLC 0.01% Add +46.8% 2,142 $492K
Garde Capital, Inc. 0.02% No change 2,139 $491K
Personal Cfo Solutions, LLC 0.07% Reduce -15.0% 2,134 $490K
Lantz Financial LLC 0.09% Add +1.0% 2,101 $482K
Journey Advisory Group, LLC 0.04% Reduce -86.8% 2,097 $481K
Clifford Group, LLC 0.33% Add +4.8% 2,096 $481K
Fosun International Ltd 0.12% No change 2,075 $476K
Blue Trust, Inc. 0.01% Reduce -4.3% 2,070 $475K
MASTERINVEST Kapitalanlage GmbH 0.04% Reduce -24.3% 2,064 $474K
Allred Capital Management, LLC 0.16% Add +0.8% 2,063 $474K
Rwa Wealth Partners, LLC 0.00% Add +1.9% 2,062 $473K
Ewa, LLC 0.09% New 2,058 $473K
Avity Investment Management Inc. 0.03% New 2,057 $472K
AlphaCore Capital LLC 0.01% New 2,057 $472K
SCS Capital Management LLC 0.00% Add +0.9% 2,040 $468K
Advisors Asset Management, Inc. 0.01% Add +20.9% 2,023 $464K
Crawford Investment Counsel Inc. 0.01% Add +1.5% 2,009 $461K
Bayban 0.35% No change 2,000 $459K
Bank of New Hampshire 0.10% No change 2,000 $459K
Montchanin Asset Management, LLC 0.47% No change 2,000 $459K
Johnson Investment Counsel Inc. 0.00% Reduce -12.6% 1,999 $459K
Texas Yale Capital Corp. 0.01% New 1,993 $458K
Prelude Capital Management, LLC 0.03% New 1,990 $457K
Frontier Capital Management Co. LLC 0.00% Add +11.1% 1,988 $456K
Aaron Wealth Advisors LLC 0.02% Add +15.8% 1,987 $456K
Banco Santander, S.A. 0.00% No change 1,983 $455K
GC Wealth Management RIA, LLC 0.03% Reduce -10.8% 1,958 $449K
nVerses Capital, LLC 0.68% New 1,929 $443K
CSU Producer Resources, Inc. 1.46% No change 1,927 $442K
Howard Capital Management, LLC 0.01% Add +82.6% 1,926 $442K
Boston Family Office LLC 0.03% Add +67.0% 1,921 $441K
Jump Financial, LLC 0.00% Reduce -12.6% 1,916 $440K
SmartHarvest Portfolios, LLC 0.14% Add +62.1% 1,915 $440K
PGIM Custom Harvest LLC 0.01% Add +1.0% 1,908 $438K
EverSource Wealth Advisors, LLC 0.01% Reduce -22.4% 1,904 $437K
Avantra Family Wealth, Inc. 0.28% Add +2.6% 1,903 $437K
Northside Capital Management, LLC 0.04% No change 1,891 $434K
Archford Capital Strategies, LLC 0.04% Add +2.4% 1,871 $430K
Keebeck Wealth Management 0.04% Reduce -52.6% 1,867 $429K
AlTi Global, Inc. 0.01% Reduce -17.2% 1,855 $426K
Indivisible Partners 0.02% Add +29.8% 1,836 $421K
Wealth Science Advisors LLC 0.19% Add +2338.7% 1,829 $420K
Quotient Wealth Partners, LLC 0.01% Add +10.4% 1,820 $418K
Capital Asset Advisory Services LLC 0.02% Add +16.7% 1,816 $417K
RiverGlades Family Offices LLC 0.19% Reduce -12.1% 1,808 $415K
Cambria Investment Management, L.P. 0.02% New 1,805 $414K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,806 $414K
Clean Yield Group 0.10% Add +299.1% 1,800 $413K
Elevation Point Wealth Partners, LLC 0.01% Reduce -22.4% 1,797 $413K
Dynamic Advisor Solutions LLC 0.01% Add +3.9% 1,772 $407K
Mitchell Sinkler & Starr 0.17% No change 1,760 $404K
Generali Asset Management SPA SGR 0.01% Reduce -2.4% 1,759 $404K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -0.8% 1,757 $403K
Shelton Capital Management 0.01% No change 1,756 $403K
Fidelis Capital Partners, LLC 0.02% Reduce -1.7% 1,750 $402K
Boston Common Asset Management, LLC 0.02% No change 1,748 $401K
Mission Creek Capital Partners, Inc. 0.07% No change 1,740 $399K
Ritholtz Wealth Management 0.01% Add +2.2% 1,735 $398K
Jackson Wealth Management, LLC 0.23% Reduce -93.4% 1,735 $398K
Pitcairn Wealth Advisors LLC 0.04% New 1,731 $397K
RMR Capital Management, LLC 0.27% New 1,715 $394K
Patrick M Sweeney & Associates, Inc. 0.23% Add +4.0% 1,710 $393K
RiverFront Investment Group, LLC 0.01% Add +9.2% 1,709 $392K
Obermeyer Wealth Partners 0.02% No change 1,708 $392K
Fairfield Financial Advisors, LTD 0.15% Reduce -68.0% 1,700 $390K
Rockland Trust Co. 0.02% Reduce -9.7% 1,695 $389K
StoneX Group Inc. 0.02% Reduce -21.7% 1,684 $387K
Miller Investment Management, LP 0.04% No change 1,672 $384K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.4% 1,664 $382K
Bokf, NA 0.01% Reduce -21.1% 1,658 $381K
Supplemental Annuity Collective Trust of NJ 0.10% Reduce -5.2% 1,648 $378K
Aventura Private Wealth, LLC 0.12% Reduce -26.9% 1,633 $375K
Oakworth Capital, Inc. 0.02% Add +0.4% 1,593 $372K
Shepherd Street Advisors LLC 0.32% Reduce -22.7% 1,490 $369K
71 West Capital Partners 0.01% Add +60.6% 1,603 $368K
LS Investment Advisors, LLC 0.05% No change 1,600 $367K
Compound Planning, Inc. 0.01% Add +0.6% 1,597 $367K
Oppenheimer Asset Management Inc. 0.00% Reduce -14.8% 1,566 $360K
Leeward Financial Partners, LLC 0.09% Reduce -6.4% 1,560 $358K
AA Financial Advisors, LLC 0.04% Add +28.8% 1,556 $357K
Biltmore Family Office, LLC 0.05% No change 1,547 $355K
Raleigh Capital Management Inc. 0.11% Reduce -1.5% 1,538 $353K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -5.0% 1,535 $352K
MQS Management LLC 0.43% New 1,527 $351K
Snowden Capital Advisors LLC 0.01% Reduce -19.3% 1,518 $348K
West Paces Advisors Inc. 0.06% Add +0.7% 1,510 $347K
AMG National Trust Bank 0.01% Reduce -10.7% 1,507 $346K
Ellevest, Inc. 0.04% Reduce -3.1% 1,503 $345K
Cozad Asset Management Inc. 0.02% Reduce -50.0% 1,503 $345K
Longview Financial Advisors, Inc. 0.20% No change 1,502 $345K
Carlson Capital, L.P. 0.07% Reduce -6.3% 1,500 $344K
Private Advisory Group LLC 0.02% Reduce -12.0% 1,500 $344K
Heritage Wealth Advisors 0.01% Reduce -36.1% 1,498 $344K
Resonant Capital Advisors, LLC 0.02% New 1,495 $343K
Penserra Capital Management LLC 0.00% Add +3.3% 1,496 $342K
OneAscent Financial Services LLC 0.02% Reduce -5.6% 1,489 $342K
Balboa Wealth Partners 0.05% Reduce -4.5% 1,481 $340K
Nicolet Bankshares Inc. 0.01% Reduce -7.1% 1,352 $338K
Private Trust Co. NA 0.03% Reduce -7.6% 1,468 $337K
Keel Point, LLC 0.02% New 1,467 $337K
Eastern Bank 0.01% Reduce -31.9% 1,465 $336K
Modern Wealth Management, LLC 0.00% New 1,458 $335K
L2 Asset Management, LLC 0.03% Add +5.5% 1,455 $334K
CWA Asset Management Group, LLC 0.01% New 1,444 $331K
IFP Advisors, Inc 0.01% Reduce -54.1% 1,440 $331K
Trust Co of the South 0.05% No change 1,439 $330K
Western Wealth Management, LLC 0.01% Reduce -4.6% 1,437 $330K
Sigma Planning Corp 0.01% New 1,432 $329K
Tudor Financial Inc. 0.15% No change 1,425 $327K
Insight 2811, Inc. 0.13% Add +1.4% 1,420 $326K
Cookson Peirce & Co. Inc. 0.01% No change 1,410 $324K
Baker Tilly Wealth Management, LLC 0.07% New 1,401 $322K
Shufro Rose & Co. LLC 0.02% No change 1,400 $321K
Catalyst Financial Partners LLC 0.03% Add +27.4% 1,396 $320K
Strategic Investment Advisors / MI 0.02% Add +85.6% 1,396 $320K
Evansbrook LLC 0.19% No change 1,392 $320K
Kathmere Capital Management, LLC 0.02% Add +12.0% 1,391 $319K
Provident Investment Management, Inc. 0.03% No change 1,391 $319K
Ascentis Wealth Management, LLC 0.05% New 1,391 $319K
Modera Wealth Management, LLC 0.00% Reduce -7.2% 1,389 $319K
Lake Street Private Wealth, LLC 0.04% No change 1,387 $318K
Essex Financial Services, Inc. 0.02% New 1,359 $312K
Horizon Kinetics Asset Management LLC 0.00% Reduce -30.7% 1,354 $311K
Diversify Advisory Services, LLC 0.01% New 1,225 $310K
Diversify Wealth Management, LLC 0.01% Add +8.8% 1,225 $310K
Berkshire Asset Management LLC 0.01% Add +6.4% 1,351 $310K
Eaton Financial Holdings Company, LLC 0.08% Reduce -7.8% 1,345 $309K
Ifrah Financial Services, Inc. 0.08% Reduce -2.4% 1,342 $308K
Rothschild Wealth LLC 0.02% New 1,341 $308K
Vantus Wealth LLC 0.16% — 1,334 $306K
Plato Investment Management Ltd 0.02% Reduce -18.9% 1,340 $306K
Arlington Partners LLC 0.55% Add +17.8% 1,324 $304K
Trust Co. of Vermont 0.01% — 1,318 $303K
Levin Capital Strategies, L.P. 0.02% New 1,315 $302K
Hilltop Holdings Inc. 0.02% Reduce -1.6% 1,297 $298K
McAdam, LLC 0.01% New 1,296 $298K
Ridgeline Wealth, LLC 0.17% No change 1,295 $297K
KERR FINANCIAL PLANNING Corp 0.33% Reduce -2.2% 1,295 $297K
George Kaiser Family Foundation 0.03% No change 1,291 $296K
Prescott Group Capital Management, L.L.C. 0.03% No change 1,291 $296K
HM Payson & Co. 0.00% Reduce -25.9% 1,291 $296K
Advisor OS, LLC 0.02% Reduce -6.5% 1,291 $296K
Mosaic Family Wealth Partners, LLC 0.02% New 1,287 $295K
NewEdge Wealth, LLC 0.00% Reduce -27.9% 1,286 $295K
AdvisorNet Financial, Inc 0.01% Reduce -6.1% 1,274 $293K
Crestwood Advisors Group, LLC 0.00% Add +33.8% 1,264 $290K
Master's Wealth Management Inc. 0.09% Reduce -37.0% 1,257 $289K
Gateway Wealth Partners, LLC 0.02% Reduce -18.1% 1,254 $288K
Transamerica Financial Advisors, LLC 0.02% Reduce -10.2% 1,251 $287K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -0.1% 1,250 $287K
Penobscot Investment Management Company, Inc. 0.02% Reduce -49.7% 1,250 $287K
Expressive Wealth LLC 0.27% New 1,241 $285K
Successful Portfolios LLC 0.13% No change 1,113 $282K
Roble, Belko & Company, Inc 0.03% Reduce -14.1% 1,229 $282K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,225 $281K
Center for Financial Planning, Inc. 0.03% No change 1,223 $281K
Strategic Blueprint, LLC 0.01% Reduce -9.8% 1,222 $281K
Cibc World Market Inc. 0.00% Reduce -80.2% 1,218 $280K
ICW Investment Advisors LLC 0.10% Add +10.6% 1,217 $279K
Natural Investments, LLC 0.06% Add +27.2% 1,216 $279K
Souders Financial Advisors 0.03% Add +6.2% 1,212 $278K
Pure Financial Advisors, LLC 0.00% New 1,207 $277K
Perennial Investment Advisors, LLC 0.02% New 1,207 $277K
NTV Asset Management LLC 0.03% Add +30.3% 1,205 $277K
Spinnaker Trust 0.01% Add +0.5% 1,201 $276K
Angeles Wealth Management, LLC 0.01% Add +2.6% 1,200 $275K
HMS Capital Management, LLC 0.10% Add +0.1% 1,197 $275K
SteelPeak Wealth, LLC 0.01% Reduce -26.6% 1,193 $274K
Hoxton Planning & Management, LLC 0.07% Reduce -1.3% 1,190 $273K
San Luis Wealth Advisors LLC 0.04% Add +1.6% 1,190 $273K
Principle Wealth Partners LLC 0.01% No change 1,189 $273K
Tucker Asset Management LLC 0.07% Reduce -10.1% 1,188 $273K
Howe & Rusling Inc. 0.02% Reduce -5.4% 1,186 $272K
Red Door Wealth Management, LLC 0.02% New 1,186 $272K
Wilkins Investment Counsel Inc. 0.04% No change 1,185 $272K
KCM Investment Advisors LLC 0.01% Reduce -11.6% 1,182 $271K
Quadcap Wealth Management, LLC 0.03% Add +1.3% 1,169 $268K
Oregon Pacific Wealth Management, LLC 0.25% New 1,163 $267K
Los Angeles Capital Management LLC 0.00% No change 1,152 $264K
Resolute Capital, LLC 0.09% Add +0.3% 1,149 $264K
Brighton Jones LLC 0.00% Add +14.1% 1,149 $264K
Hunter Perkins Capital Management, LLC 0.06% Reduce -3.0% 1,139 $261K
TrinityBridge Ltd 0.01% Reduce -8.1% 1,136 $261K
Wrenne Financial Planning LLC 0.09% Reduce -2.3% 1,128 $259K
E Fund Management Co., Ltd. 0.01% Add +13.6% 1,127 $259K
Sowell Financial Services LLC 0.01% Reduce -1.2% 1,119 $257K
Syntegra Private Wealth Group, LLC 0.02% No change 1,117 $256K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -34.7% 1,115 $256K
Armistice Capital, LLC 0.01% New 1,113 $256K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -8.2% 1,113 $256K
Carnegie Investment Counsel 0.01% Reduce -5.1% 1,111 $255K
Excalibur Management Corp. 0.08% No change 1,109 $255K
Fulton Breakefield Broenniman LLC 0.01% Reduce -9.7% 1,102 $253K
Foundations Investment Advisors, LLC 0.00% Reduce -11.1% 1,101 $253K
MidFirst Bank 0.02% No change 1,098 $252K
Beacon Investment Advisors LLC 0.08% Add +2.5% 1,091 $250K
PDS Planning, Inc 0.01% New 1,086 $249K
Diversified Trust Co. 0.00% New 1,086 $249K
Boothbay Fund Management, LLC 0.00% New 1,084 $249K
J. Safra Sarasin Holding AG 0.00% No change 1,146 $248K
Corundum Group, Inc. 0.07% Reduce -2.4% 1,079 $248K
Larson Financial Group LLC 0.01% Add +166.4% 1,079 $248K
Cahaba Wealth Management, Inc. 0.01% Reduce -5.0% 1,076 $247K
First Citizens Bank & Trust Co. 0.00% Reduce -26.9% 1,075 $247K
Koshinski Asset Management, Inc. 0.01% Reduce -4.5% 1,074 $247K
Simmons Bank 0.01% Reduce -11.1% 1,071 $246K
Insigneo Advisory Services, LLC 0.01% New 1,071 $246K
Kingsview Wealth Management, LLC 0.00% Reduce -3.7% 1,066 $245K
Red Spruce Capital, LLC 0.08% No change 1,050 $241K
Texas Bank & Trust Co 0.08% No change 1,050 $241K
Cherry Creek Investment Advisors, Inc. 0.09% No change 1,050 $241K
Caldwell Trust Co 0.02% Reduce -31.4% 1,044 $240K
Ignite Planners, LLC 0.03% Add +6.4% 1,041 $239K
Defiance ETFs, LLC 0.00% New 995 $238K
First Business Financial Services, Inc. 0.02% No change 1,037 $238K
Fielder Capital Group LLC 0.05% New 1,031 $237K
Alpha Family Trust 0.09% No change 1,025 $235K
KLCM Advisors, Inc. 0.02% No change 1,022 $235K
Capital Advisors Inc. 0.00% Reduce -0.2% 1,016 $233K
Verdence Capital Advisors LLC 0.01% Reduce -2.8% 1,011 $232K
Anchor Capital Advisors LLC 0.01% No change 1,011 $232K
Csenge Advisory Group 0.01% Add +1.1% 1,010 $232K
Somerset Trust Co 0.07% Reduce -5.4% 1,005 $231K
Consolidated Capital Management, LLC 0.06% No change 1,005 $231K
Great Valley Advisor Group, Inc. 0.00% Reduce -19.1% 1,003 $230K
RFP Financial Group LLC 0.10% No change 1,000 $230K
Trinity Financial Advisors LLC 0.06% No change 1,000 $230K
Venator Management LLC 0.05% New 1,000 $230K
Aviance Capital Partners, LLC 0.02% Reduce -33.3% 1,000 $230K
RBF Capital, LLC 0.01% No change 1,000 $230K
Stronghold Wealth Management L.L.C. 0.31% Add +1.5% 993 $228K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -7.6% 897 $228K
Grove Bank & Trust 0.02% No change 991 $228K
Congress Asset Management Co. 0.00% Reduce -54.7% 984 $226K
City Holding Co. 0.03% Reduce -3.9% 982 $225K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -0.3% 981 $225K
CreativeOne Wealth, LLC 0.00% Reduce -35.8% 981 $225K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -26.2% 989 $225K
Alta Advisers Ltd 0.05% No change 978 $225K
Catalyst Investment Management LLC 0.20% No change 975 $224K
Carret Asset Management, LLC 0.02% No change 975 $224K
Triad Wealth Partners, LLC 0.01% New 901 $223K
Moss Adams Wealth Advisors LLC 0.01% New 970 $223K
Cypress Wealth Services, LLC 0.03% New 970 $223K
Sterling Capital Management LLC 0.00% Add +15.1% 968 $222K
Spire Wealth Management 0.01% Reduce -14.9% 967 $222K
Optivise Advisory Services LLC 0.11% New 960 $220K
Positano Wealth Management Ltd 0.12% Add +1395.3% 957 $220K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -0.6% 953 $219K
Mowery & Schoenfeld Wealth Management, LLC 0.29% Reduce -7.1% 942 $216K
Conning Inc. 0.01% New 940 $216K
Marino, Stram & Associates LLC 0.03% Reduce -69.7% 935 $215K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.0% 931 $214K
Dakota Wealth Management 0.00% Reduce -88.3% 930 $213K
Tranquilli Financial Advisor LLC 0.11% New 928 $213K
Westpac Banking Corp. 0.01% Reduce -14.1% 927 $213K
Turtle Creek Wealth Advisors, LLC 0.01% Reduce -28.8% 923 $212K
OneAscent Investment Solutions LLC 0.20% Reduce -49.6% 917 $211K
Northwest Bancshares, Inc. 0.04% New 917 $211K
ZWJ Investment Counsel Inc. 0.01% New 915 $210K
Investor's Fiduciary Advisor Network, LLC 0.07% Reduce -6.6% 912 $209K
BOS Asset Management, LLC 0.05% New 908 $208K
Schear Investment Advisers, LLC 0.07% New 903 $207K
Asset Planning,Inc 0.13% Reduce -25.5% 901 $207K
Independent Financial Group, LLC 0.00% New 900 $207K
Fort Sheridan Advisors LLC 0.02% New 900 $207K
Capital Investment Advisors, LLC 0.00% Reduce -5.8% 896 $206K
Nicholas Hoffman & Company, LLC. 0.00% Reduce -5.2% 894 $205K
Confluence Wealth Services, Inc. 0.01% New 890 $204K
Sax Wealth Advisors, LLC 0.01% New 941 $204K
American National Bank & Trust 0.02% Reduce -16.5% 873 $200K
Continuum Advisory, LLC 0.02% New 872 $200K
Parkside Financial Bank & Trust 0.01% Add +4.9% 811 $186K
Lanark Financial, Inc. 0.01% Add +21.9% 801 $184K
Swiss Re Ltd. 0.02% Add +792.1% 794 $182K
TIAA Wealth Investment Management LLC 0.00% Add +5.6% 757 $174K
1620 Investment Advisors, Inc. 0.11% Reduce -7.2% 750 $172K
Northwest & Ethical Investments L.P. 0.00% Reduce -35.1% 722 $164K
Park Place Capital Corp 0.03% Reduce -29.8% 709 $163K
Mountain Hill Investment Partners Corp. 0.09% No change 700 $161K
CYBER HORNET ETFs LLC 0.09% Reduce -1.1% 699 $160K
Trust Co 0.01% Reduce -45.9% 684 $157K
Pflug Koory, LLC 0.06% Reduce -1.2% 640 $147K
Gen-Wealth Partners Inc 0.04% Reduce -18.5% 640 $147K
United Community Bank 0.05% Add +31750.0% 637 $146K
Harbor Investment Advisory, LLC 0.01% Reduce -46.3% 637 $146K
Acadian Asset Management LLC 0.00% No change 637 $146K
Key Financial Inc 0.02% No change 631 $145K
Ninety One North America, Inc. 0.01% Reduce -47.4% 628 $144K
Vestor Capital, LLC 0.01% Add +37.5% 2,811 $139K
WPG Advisers, LLC 0.08% Reduce -8.0% 601 $138K
International Assets Investment Management, LLC 0.01% Add +0.5% 573 $137K
Family Capital Trust Co 0.04% No change 577 $132K
MCF Advisors LLC 0.00% Add +97.9% 558 $128K
Kozak & Associates, Inc. 0.02% Add +0.4% 529 $127K
Measured Wealth Private Client Group, LLC 0.03% Add +0.2% 550 $126K
LRI Investments, LLC 0.01% Add +5.2% 550 $126K
Salomon & Ludwin, LLC 0.01% Add +75.6% 518 $124K
Markowski Investments 0.03% — 528 $121K
REAP Financial Group, LLC 0.02% Reduce -2.6% 518 $119K
CoreCap Advisors, LLC 0.00% Add +7.3% 516 $118K
Mark Sheptoff Financial Planning, LLC 0.06% No change 500 $115K
Pinnacle Bancorp, Inc. 0.03% Reduce -7.9% 500 $115K
Knuff & Co LLC 0.03% New 500 $115K
Cromwell Holdings LLC 0.05% Reduce -20.7% 495 $114K
Dara Capital Us, Inc. 0.08% No change 500 $114K
Zions Bancorporation, National Association 0.01% Add +19.6% 494 $113K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 485 $111K
Proathlete Wealth Management LLC 0.03% No change 467 $107K
Manchester Capital Management LLC 0.01% Add +44.1% 461 $106K
Federated Hermes, Inc. 0.00% Reduce -10.7% 457 $105K
Gables Capital Management Inc. 0.04% No change 450 $103K
First Horizon Corp. 0.00% Reduce -2.0% 443 $102K
West Branch Capital LLC 0.02% Reduce -0.7% 426 $98K
Keating Financial Advisory Services, Inc. 0.01% Reduce -9.7% 420 $96K
Bangor Savings Bank 0.01% No change 414 $95K
Optiver Holding B.V. 0.00% New 413 $95K
Owl Creek Wealth Partners LLC 0.03% Add +74.5% 410 $94K
Highland Investment Advisors LLC 0.04% — 398 $91K
Nemes Rush Group LLC 0.01% No change 388 $89K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +37.7% 365 $84K
Cornerstone Planning Group LLC 0.01% Reduce -8.8% 340 $83K
Community Financial Services Group, LLC 0.01% No change 343 $82K
CVA Family Office, LLC 0.01% Add +151.8% 350 $80K
Strategic Wealth Partners, Ltd. 0.00% Reduce -1.4% 343 $79K
Burnham & Co LLC 0.06% — 332 $76K
Quarry LP 0.01% New 331 $76K
Tripletail Wealth Management, LLC 0.09% No change 300 $76K
JPL Wealth Management, LLC 0.01% Reduce -3.8% 329 $76K
Rosenberg Matthew Hamilton 0.01% No change 324 $74K
Deseret Mutual Benefit Administrators 0.02% Add +49.8% 304 $70K
Elevation Wealth Partners, LLC 0.02% No change 301 $69K
Versant Capital Management, Inc 0.01% Reduce -25.8% 293 $67K
LFA - Lugano Financial Advisors SA 0.04% No change 291 $67K
Horizon Financial Services, LLC 0.03% Add +114.2% 287 $66K
University of Texas/Texas Am Investment Management Co. 0.01% New 277 $64K
Quent Capital, LLC 0.00% Reduce -8.6% 277 $63K
Walleye Capital LLC 0.00% Add +31.4% 268 $62K
Financial Network Wealth Advisors LLC 0.06% Reduce -28.6% 264 $61K
Atwood & Palmer Inc. 0.00% No change 255 $59K
Westfuller Advisors, LLC 0.02% Add +796.4% 251 $58K
Silver Grove Financial Group, Inc. 0.03% Reduce -16.7% 250 $57K
IMA Advisory Services, Inc. 0.00% Add +12400.0% 250 $57K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -42.0% 250 $57K
Vanguard National Trust Co 0.00% No change 245 $56K
Thompson Investment Management, Inc. 0.01% No change 243 $56K
First Command Advisory Services, Inc. 0.00% Add +283.6% 234 $54K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +200.0% 231 $53K
SOA Wealth Advisors, LLC. 0.01% Add +11.5% 223 $51K
Bruce G. Allen Investments, LLC 0.03% Reduce -14.3% 222 $51K
Parallax Volatility Advisers, L.P. 0.00% Reduce -58.2% 222 $51K
Exchange Traded Concepts, LLC 0.00% No change 215 $49K
Steigerwald, Gordon & Koch Inc. 0.00% Add +5.2% 202 $46K
Broadwater Capital Management LLC 0.03% No change 200 $46K
Entrust Financial LLC 0.03% No change 197 $45K
Compass Financial Management LLC 0.01% — 182 $45K
EFG International AG 0.00% Reduce -22.0% 188 $43K
Rossby Financial, LCC 0.01% Reduce -9.0% 182 $42K
Valley Wealth Managers, Inc. 0.00% No change 174 $40K
Boreal Capital Management LLC 0.03% No change 170 $39K
Paladin Advisory Group, LLC 0.03% No change 167 $38K
Allied Private Wealth LLC 0.02% — 149 $38K
Bogart Wealth, LLC 0.00% Add +73.4% 163 $38K
Covestor Ltd 0.02% Reduce -28.1% 159 $37K
DT Investment Partners, LLC 0.00% No change 152 $35K
Axiom Investment Management LLC 0.02% Add +15.0% 146 $34K
MV Capital Management, Inc. 0.00% Add +6.6% 146 $34K
Farmers & Merchants Investments Inc. 0.00% No change 146 $34K
Mascoma Wealth Management LLC 0.01% No change 145 $33K
Richardson Financial Services Inc. 0.02% Add +14.2% 145 $33K
Joseph Group Capital Management 0.01% Add +195.8% 142 $33K
Basecamp Wealth Advisors LLC 0.01% Add +3.7% 140 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 138 $32K
Westside Investment Management, Inc. 0.00% No change 136 $31K
Cornerstone National Bank & Trust Co 0.01% No change 129 $31K
Prestige Wealth Management Group LLC 0.01% No change 134 $31K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 124 $31K
Glen Eagle Advisors, LLC 0.00% Add +2.3% 133 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.8% 132 $30K
Avalon Trust Co 0.00% Reduce -29.7% 130 $30K
Solstein Capital, LLC 0.01% No change 130 $30K
Disciplina Capital Management LLC 0.00% Reduce -9.1% 130 $30K
Financial Life Planners 0.02% No change 126 $29K
Parvin Asset Management, LLC 0.02% No change 125 $29K
Lodestone Wealth Management LLC 0.01% No change 123 $28K
Princeton Global Asset Management LLC 0.00% Add +7.1% 120 $28K
IFG Advisory, LLC 0.00% New 119 $27K
Valley National Advisers Inc. 0.00% Reduce -50.2% 118 $27K
Motco 0.00% Add +5.4% 118 $27K
Compagnie Lombard Odier SCmA 0.00% New 118 $27K
Cassaday & Co Wealth Management LLC 0.00% Reduce -13.5% 115 $26K
Abound Financial, LLC 0.01% New 110 $25K
Kemnay Advisory Services Inc. 0.00% Add +3.9% 107 $25K
Lavaca Capital LLC 0.00% Reduce -48.8% 105 $24K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.9% 105 $24K
Pin Oak Investment Advisors Inc. 0.02% Add +2.9% 106 $24K
Duncker Streett & Co. Inc. 0.00% No change 103 $24K
Planning Strategies Inc. 0.01% — 102 $23K
Wilkerson Advisory Group LLC 0.01% Add +45.7% 102 $23K
Sfam, LLC 0.02% New 100 $23K
Stance Capital LLC 0.01% New 100 $23K
Signature Equity Partners, LLC 0.01% Reduce -55.9% 98 $22K
Institute for Wealth Management, LLC. 0.00% New 97 $22K
Physician Wealth Advisors, Inc. 0.00% Add +13.3% 94 $22K
Strategic Investment Solutions, Inc. 0.00% No change 93 $21K
SJS Investment Consulting Inc. 0.00% Reduce -2.2% 90 $21K
Nvwm, LLC 0.00% Add +1.1% 88 $20K
High Note Wealth, LLC 0.00% Add +10.0% 88 $20K
Rialto Wealth Management, LLC 0.00% Add +24.6% 86 $20K
Community Bank, N.A. 0.00% New 84 $19K
1015 Capital Partners, LLC 0.02% Add +252.2% 81 $19K
NBH Bank 0.01% — 81 $19K
Private Wealth Asset Management, LLC 0.00% No change 80 $18K
Piscataqua Savings Bank 0.01% No change 75 $17K
Retirement Wealth Solutions LLC 0.01% Reduce -30.1% 72 $17K
JFS Wealth Advisors, LLC 0.00% Reduce -2.8% 70 $16K
Fiduciary Financial Advisors 0.00% New 74 $16K
First Pacific Financial 0.00% Add +570.0% 67 $15K
Bare Financial Services, Inc 0.00% Add +261.1% 65 $15K
Hazlett, Burt & Watson, Inc. 0.00% No change 60 $14K
Summit Securities Group LLC 0.00% Add +42.9% 60 $14K
SHP Wealth Management 0.00% Add +51.3% 59 $13K
Cornerstone Financial Management LLC 0.01% Add +115.4% 56 $13K
Meeder Asset Management Inc. 0.00% Add +24.4% 56 $13K
Crewe Advisors LLC 0.00% Add +69.7% 56 $13K
West Financial Advisors, LLC 0.00% Add +5.7% 56 $13K
Kilter Group LLC 0.00% Add +11.1% 50 $11K
City State Bank 0.00% Reduce -66.7% 50 $11K
Truvestments Capital LLC 0.00% Reduce -43.2% 50 $11K
Fortitude Family Office, LLC 0.00% Add +28.9% 49 $11K
SBI Securities Co., Ltd. 0.00% Reduce -12.7% 48 $11K
Avion Wealth 0.00% Add +20.0% 48 $11K
Capital Analysts, LLC 0.00% Reduce -4.1% 47 $11K
MTM Investment Management, LLC 0.00% No change 45 $10K
Raffa Wealth Management, LLC 0.00% Reduce -30.2% 44 $10K
Creative Financial Designs Inc. 0.00% Add +25.7% 44 $10K
Evolution Wealth Management Inc. 0.01% No change 43 $10K
Dogwood Wealth Management LLC 0.00% Add +223.1% 42 $10K
Beaird Harris Wealth Management, LLC 0.00% No change 42 $10K
Hilltop National Bank 0.00% No change 41 $9K
Titan Wealth (CI) Ltd 0.00% No change 41 $9K
Whipplewood Advisors, LLC 0.01% Reduce -90.0% 39 $9K
Concord Wealth Partners 0.00% New 39 $9K
Highline Wealth Partners LLC 0.00% Add +20.0% 36 $8K
SouthState Bank Corp 0.00% Add +100.0% 34 $8K
Cetera Trust Company, N.A 0.00% No change 34 $8K
Financial Management Professionals, Inc. 0.00% No change 34 $8K
Advocate Investing Services LLC 0.01% No change 33 $8K
Armstrong Advisory Group, Inc. 0.00% No change 32 $7K
Greykasell Wealth Strategies, Inc. 0.00% No change 32 $7K
Delta Asset Management LLC 0.00% Reduce -75.8% 31 $7K
Chilton Capital Management LLC 0.00% Reduce -86.2% 30 $7K
Aventus Investment Advisors, Inc. 0.01% No change 30 $7K
Essential Partners LLC 0.00% Add +25.0% 30 $7K
Synergy Investment Management, LLC 0.00% Add +400.0% 25 $7K
Bell Investment Advisors, Inc 0.00% Reduce -30.0% 28 $6K
Leonteq Securities AG 0.00% No change 28 $6K
Private Wealth Management Group, LLC 0.00% Add +62.5% 26 $6K
Johnson Financial Group, Inc. 0.00% Reduce -64.8% 25 $6K
Dunhill Financial, LLC 0.00% Reduce -72.7% 24 $6K
Principia Wealth Advisory, LLC 0.00% Add +33.3% 24 $6K
Aspect Partners, LLC 0.00% Reduce -20.7% 23 $5K
Alerus Financial NA 0.00% No change 22 $5K
Marquette Asset Management, LLC 0.00% New 21 $5K
Hughes Financial Services, LLC 0.00% Add +320.0% 21 $5K
Rakuten Securities, Inc. 0.00% Reduce -46.0% 20 $5K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -37.5% 20 $5K
True Wealth Design, LLC 0.00% Reduce -13.6% 19 $4K
Asset Dedication, LLC 0.00% Add +125.0% 18 $4K
Valued Wealth Advisors LLC 0.00% No change 16 $4K
Clark Wealth Partners 0.00% New 16 $4K
Torren Management, LLC 0.00% No change 16 $4K
Basepoint Wealth LLC 0.00% No change 15 $3K
Fairway Wealth LLC 0.00% New 15 $3K
Salem Investment Counselors Inc. 0.00% No change 15 $3K
Abound Wealth Management 0.00% Reduce -67.4% 15 $3K
Imprint Wealth LLC 0.01% Reduce -50.0% 14 $3K
Bard Associates Inc. 0.00% Add +55.6% 14 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -12.5% 14 $3K
Washington Trust Advisors, Inc. 0.00% New 14 $3K
Capital Advisors, Ltd. LLC 0.00% Add +66.7% 15 $3K
Cranbrook Wealth Management, LLC 0.00% No change 13 $3K
Albion Financial Group 0.00% Reduce -7.1% 13 $3K
Creative Capital Management Investments LLC 0.00% New 13 $3K
C M Bidwell & Associates Ltd. 0.00% No change 12 $3K
American Capital Advisory, LLC 0.00% Add +50.0% 12 $3K
Longfellow Investment Management Co. LLC 0.00% No change 11 $3K
GoalVest Advisory LLC 0.00% New 11 $3K
Activest Wealth Management 0.00% Reduce -50.0% 11 $3K
Key Capital Management, INC 0.00% No change 10 $2K
Global Trust Asset Management, LLC 0.00% New 10 $2K
Financial Consulate, Inc. 0.00% Add +66.7% 10 $2K
Kingdom Financial Group LLC. 0.00% Add +80.0% 9 $2K
Quaker Wealth Management, LLC 0.00% Add +12.5% 9 $2K
PayPay Securities Corp 0.05% No change 9 $2K
Ameriflex Group, Inc. 0.00% Reduce -10.0% 9 $2K
NBT Bank, N.A. 0.00% No change 9 $2K
WestEnd Advisors, LLC 0.00% Add +12.5% 9 $2K
POM Investment Strategies, LLC 0.00% No change 8 $2K
Benson Wealth Management INC 0.00% No change 8 $2K
Investors Research Corp 0.00% No change 8 $2K
HFM Investment Advisors, LLC 0.00% Add +250.0% 7 $2K
Provenance Wealth Advisors, LLC 0.00% No change 7 $2K
Golden State Wealth Management, LLC 0.00% New 7 $2K
Davis Capital Management 0.00% Add +66.7% 5 $1K
Morton Brown Family Wealth, LLC 0.00% New 5 $1K
TFC Financial Management, Inc. 0.00% No change 5 $1K
Buck Wealth Strategies, LLC 0.00% New 5 $1K
Banque Cantonale Vaudoise 0.00% Add +88.5% 4,952 $1K
CKW Financial Group 0.00% New 6 $1K
PFS Partners, LLC 0.00% No change 4 $919
BOK Financial Private Wealth, Inc. 0.00% New 4 $919
Barnes Dennig Private Wealth Management LLC 0.00% New 4 $918
Sunrise Financial Services, LLC 0.00% No change 4 $918
Triumph Capital Management 0.00% No change 3 $689
NFSG Corp 0.00% No change 3 $689
GHP Investment Advisors, Inc. 0.00% No change 3 $689
Plante Moran Financial Advisors, LLC 0.00% New 3 $689
PEAK6 LLC 0.00% New 3 $672
Halbert Hargrove Global Advisors, LLC 0.00% New 3 $616
DecisionPoint Financial, LLC 0.00% No change 2 $480
Seneschal Advisors, LLC 0.00% No change 2 $460
Redwood Park Advisors LLC 0.00% No change 2 $460
Breakwater Investment Management 0.00% No change 2 $460
Downshift Financial, LLC 0.00% New 2 $459
Elevated Capital Advisors, LLC 0.00% No change 2 $459
Strengthening Families & Communities, LLC 0.00% New 2 $459
Caitong International Asset Management Co., Ltd 0.00% New 2 $459
Spectrum Wealth Advisory Group, LLC 0.00% New 1 $230
Maryland Capital Advisors Inc. 0.00% — 1 $230
Medallion Wealth Advisors, LLC 0.00% Reduce -99.7% 1 $230
Y.D. More Investments Ltd 0.00% Add +0.6% 165 $127
Tounjian Advisory Partners, LLC 0.00% New 1 $125
Evolution Advisers, Inc. 0.00% New 1 $0
Coston, McIsaac & Partners 0.00% No change 4 $0
Navigoe, LLC 0.00% New 2 $0

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