Aon PLC Class AAON

13F holders, Q2 2025 (June 30)
1,223holders −44
91new positions
133sold out
11famous investors
$356.71avg. 13F price*

At the end of Q2 2025, 1,223 institutions reported holding Aon PLC Class A (AON) in their 13F filings, down 44 from Q1 2025. 91 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($7.2B), BlackRock, Inc. ($5.7B) and Capital World Investors ($4.3B). 11 famous investors held it, including Warren Buffett (0.6% of Berkshire Hathaway's portfolio), Tom Gayner (0.4% of Markel Group's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Aon PLC Class A
Sector
Finance
CUSIP
G0403H108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions91$696.0M
Exits133$660.7M

All 13F filers, Q1 2025 → Q2 2025: 12,973,248 shares bought and 12,191,833 shares sold, net +781,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,223 holders

Vanguard Group Inc. 0.12% Add +2.6% 20,289,743 $7.2B
BlackRock, Inc. 0.11% Add +5.5% 15,930,760 $5.7B
Capital World Investors 0.63% Add +0.4% 12,144,237 $4.3B
Morgan Stanley 0.22% Add +8.5% 9,467,412 $3.4B
State Street Corp. 0.12% Reduce -0.5% 9,124,310 $3.3B
Massachusetts Financial Services Co. 1.01% Reduce -8.9% 8,952,011 $3.2B
Geode Capital Management, LLC 0.14% Add +3.2% 5,588,279 $2.0B
JPMorgan Chase & Co. 0.12% Reduce -16.9% 4,699,602 $1.7B
HPS Investment Partners, LLC 99.49% Reduce -2.2% 4,243,321 $1.5B
Berkshire Hathaway 0.57% No change 4,100,000 $1.5B
Bank of New York Mellon Corp 0.24% Add +15.6% 3,507,656 $1.3B
Mawer Investment Management Ltd. 5.38% Reduce -9.2% 2,971,533 $1.1B
Polen Capital Management LLC 3.01% Reduce -8.7% 2,745,627 $979.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.77% Add +13.2% 2,706,904 $965.7M
Eagle Capital Management LLC 2.69% Reduce -12.9% 2,284,259 $814.9M
Northern Trust Corp. 0.11% Reduce -1.0% 2,268,683 $809.4M
Artisan Partners Limited Partnership 1.16% Add +1.9% 2,176,045 $776.3M
Norges Bank 0.09% Add +27.0% 2,115,346 $754.7M
Neuberger Berman Group LLC 0.57% Reduce -2.6% 2,080,814 $742.3M
WCM Investment Management, LLC 1.64% Reduce -0.6% 2,040,243 $719.7M
Farallon Capital Management, L.L.C. 3.24% Add +45.9% 1,986,417 $708.7M
Sustainable Growth Advisers, LP 3.40% Add +16.0% 1,847,140 $659.0M
Lazard Asset Management LLC 0.99% Reduce -18.7% 1,822,886 $650.3M
Veritas Asset Management LLP 6.14% Reduce -6.5% 1,720,988 $614.0M
Capital International Investors 0.11% Add +1.3% 1,703,080 $607.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.58% Add +29.9% 1,574,511 $561.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +12.6% 1,542,969 $550.5M
Boston Partners 0.59% Reduce -30.2% 1,481,152 $528.8M
Independent Franchise Partners LLP 3.51% Reduce -6.5% 1,480,916 $528.3M
FMR LLC 0.03% Add +59.8% 1,457,728 $520.1M
Bank of America Corp. 0.04% Reduce -23.8% 1,423,988 $508.0M
Longview Partners (Guernsey) LTD 4.02% Reduce -5.3% 1,307,961 $466.6M
Legal & General Group Plc 0.12% Reduce -1.1% 1,306,915 $466.3M
Charles Schwab Investment Management Inc. 0.08% Add +2.4% 1,284,021 $458.1M
Goldman Sachs Group Inc. 0.07% Add +12.0% 1,258,909 $449.1M
Invesco Ltd. 0.08% Add +7.8% 1,247,865 $445.2M
Cantillon Capital Management LLC 2.57% Reduce -2.8% 1,247,354 $445.0M
UBS Group AG 0.09% Reduce -6.5% 1,219,986 $435.2M
Wellington Management Group LLP 0.07% Reduce -9.4% 1,113,733 $397.3M
Ameriprise Financial Inc. 0.09% Add +14.6% 1,060,628 $378.4M
Nuveen, LLC 0.10% Reduce -17.4% 1,045,223 $372.9M
FIL Ltd 0.30% Reduce -7.7% 991,656 $353.8M
Amundi 0.12% Add +18.9% 989,186 $347.7M
Dimensional Fund Advisors LP 0.07% Add +10.3% 896,498 $319.8M
California Public Employees Retirement System 0.17% Reduce -11.5% 734,499 $262.0M
Two Sigma Advisers, LP 0.53% New 724,400 $258.4M
Altrinsic Global Advisors LLC 8.95% Add +193.2% 692,633 $247.1M
Mackenzie Financial Corp. 0.32% Reduce -48.9% 683,556 $243.9M
Voya Investment Management LLC 0.28% Reduce -8.8% 678,641 $242.1M
First Pacific Advisors, LP 3.38% Reduce -4.1% 652,019 $232.6M
Barclays PLC 0.09% Reduce -25.9% 650,846 $232.2M
Royal Bank of Canada 0.05% Reduce -3.3% 649,827 $231.8M
USS Investment Management Ltd 1.43% Add +0.1% 640,774 $228.6M
Two Sigma Investments, LP 0.42% Add +11928.2% 629,555 $224.6M
T. Rowe Price Associates Inc. 0.03% Reduce -6.0% 621,576 $221.8M
C WorldWide Group Holding A/S 3.00% Reduce -14.8% 620,660 $221.4M
OMERS ADMINISTRATION Corp 1.69% No change 601,417 $214.6M
Swiss National Bank 0.13% Add +7.2% 588,400 $209.9M
Blair William & Co. 0.56% Add +2.4% 567,987 $202.6M
First Trust Advisors LP 0.16% Add +6.8% 552,605 $197.1M
Fiera Capital Corp 0.63% Add +15.1% 521,804 $186.2M
Prana Capital Management, LP 6.69% Add +104.9% 517,507 $184.6M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +2.2% 463,796 $165.5M
Vontobel Holding Ltd. 0.54% Add +276.0% 460,971 $164.5M
Envestnet Asset Management Inc. 0.04% Reduce -7.1% 428,491 $152.9M
National Pension Service 0.13% Add +19.3% 416,461 $148.6M
Woodline Partners LP 0.78% Add +22.7% 412,953 $147.3M
Deutsche Bank AG 0.05% Reduce -12.8% 410,381 $146.4M
Wells Fargo & Company 0.03% Add +1.0% 406,896 $145.2M
Sei Investments Co. 0.17% Reduce -3.4% 404,969 $144.5M
Douglass Winthrop Advisors, LLC 2.56% Add +8.0% 397,087 $141.7M
Rhumbline Advisers 0.12% Add +4.5% 394,383 $140.7M
Haverford Trust Co 1.31% Reduce -0.4% 385,302 $137.5M
Alyeska Investment Group, L.P. 0.48% New 376,714 $134.4M
Fiducient Advisors LLC 14.77% Reduce -20.4% 338,200 $120.7M
New York State Common Retirement Fund 0.16% Add +4.2% 333,116 $118.8M
Bank of Montreal 0.06% Reduce -12.6% 323,682 $115.5M
NorthCoast Asset Management LLC 0.48% Reduce -3.5% 316,001 $112.7M
California State Teachers Retirement System 0.12% Add +0.9% 312,618 $111.5M
Aviva PLC 0.23% Add +24.8% 311,540 $111.1M
Manufacturers Life Insurance Company, The 0.10% Add +142.0% 311,314 $111.1M
Adage Capital Partners Gp, L.L.C. 0.18% Add +76.8% 302,269 $107.8M
BNP Paribas Financial Markets 0.08% Reduce -19.8% 295,551 $105.4M
Alliancebernstein L.P. 0.03% Add +35.2% 292,210 $104.2M
Russell Investments Group, Ltd. 0.13% Add +1.2% 291,660 $104.0M
T. Rowe Price Investment Management, Inc. 0.06% Add +1.2% 287,915 $102.7M
BloombergSen Inc. 8.62% Reduce -1.2% 286,027 $102.0M
DAVENPORT & Co LLC 0.54% Reduce 0.0% 276,125 $98.2M
Bowie Capital Management, LLC 4.60% Add +17.5% 272,441 $97.2M
DekaBank Deutsche Girozentrale 0.17% Add +0.1% 275,444 $97.0M
Principal Financial Group Inc. 0.05% Reduce -1.6% 261,332 $93.2M
Natixis Advisors, LLC 0.14% Reduce -11.4% 253,905 $90.6M
Verition Fund Management LLC 0.54% Add +4.0% 253,876 $90.6M
Raymond James Financial Inc. 0.03% Reduce -7.4% 252,030 $89.9M
Bristol John W & Co. Inc. 1.44% New 249,542 $89.0M
Lord, Abbett & Co. LLC 0.30% Add +1.1% 245,439 $87.6M
Marshall Wace, LLP 0.10% Add +694.0% 241,619 $86.2M
Ensign Peak Advisors, Inc 0.15% Reduce -7.8% 239,326 $85.4M
Wealthspire Advisors, LLC 0.47% Reduce -19.1% 233,162 $83.2M
Cryder Capital Partners LLP 4.65% New 231,314 $82.5M
Scharf Investments, LLC 2.36% Reduce -0.4% 229,454 $81.9M
National Bank of Canada 0.09% Add +8.2% 229,203 $81.7M
Qube Research & Technologies Ltd 0.11% Reduce -0.2% 224,782 $80.2M
Weitz Investment Management, Inc. 4.09% No change 213,450 $76.2M
Moore Capital Management, LP 1.54% Add +520.9% 201,024 $71.7M
Canada Pension Plan Investment Board 0.06% Add +462.2% 196,911 $70.2M
Citigroup Inc. 0.05% Reduce -16.9% 196,664 $70.2M
State Board of Administration of Florida Retirement System 0.12% Add +1.2% 189,622 $67.6M
Frontier Capital Management Co. LLC 0.62% Add +4.4% 186,844 $66.7M
Nicholas Company, Inc. 1.08% Reduce -8.3% 181,427 $64.7M
CIBC Asset Management Inc 0.20% Add +2.0% 179,589 $64.0M
Capital Group Private Client Services, Inc. 0.55% Reduce -3.3% 179,192 $63.9M
CapitalatWork S.A. 1.94% Add +14.9% 178,725 $63.8M
Nomura Asset Management Co. Ltd. 0.17% Add +0.4% 174,704 $62.3M
Assenagon Asset Management S.A. 0.10% Reduce -64.8% 173,607 $61.9M
D. E. Shaw & Co. 0.07% Add +111.1% 172,969 $61.7M
HSBC Holdings PLC 0.04% Add +10.7% 168,759 $60.1M
GFI Investment Counsel Ltd. 6.48% Add +2.0% 166,610 $59.4M
Janus Henderson Group PLC 0.03% Add +533.0% 158,617 $56.6M
Onex Canada Asset Management Inc. 6.85% Add +17.5% 157,386 $56.1M
New York State Teachers Retirement System 0.12% Reduce -0.1% 156,380 $55.8M
Aberdeen Group plc 0.09% Add +5.6% 152,186 $54.3M
Ycg, LLC 4.03% Reduce -1.2% 146,192 $52.2M
Stifel Financial Corp. 0.05% Add +0.2% 144,314 $51.5M
Storebrand Asset Management As 0.15% Add +0.6% 143,907 $51.3M
Ceredex Value Advisors LLC 1.04% Add +8.8% 136,113 $48.6M
HM Payson & Co. 0.75% Add +3.0% 133,506 $47.6M
State of Tennessee, Department of Treasury 0.17% Add +12.3% 132,058 $47.1M
Jupiter Asset Management Ltd. 0.39% Add +109.4% 131,483 $46.9M
Markel Group 0.39% Add +0.3% 129,800 $46.3M
Citadel Advisors 0.04% Reduce -54.2% 129,484 $46.2M
AMF Tjanstepension AB 0.30% Add +124.6% 126,792 $45.3M
Davis R M Inc. 0.83% Reduce -0.0% 125,256 $44.7M
TCTC Holdings, LLC 1.38% No change 120,061 $42.8M
Petrus Trust Company, LTA 4.43% Add +1.8% 119,585 $42.7M
Chevy Chase Trust Holdings, LLC 0.12% Add +0.6% 117,135 $41.8M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -2.3% 115,442 $41.2M
Ninety One North America, Inc. 2.01% Add +1433.9% 114,785 $41.0M
PNC Financial Services Group, Inc. 0.03% Reduce -1.8% 114,718 $40.9M
Summit Trail Advisors, LLC 0.70% Add +2.7% 114,375 $40.8M
Tidal Investments LLC 0.27% Add +252.4% 113,657 $40.5M
Broad Run Investment Management, LLC 6.19% Reduce -3.3% 113,237 $40.4M
M.D. Sass, LLC 3.19% Reduce -21.0% 111,005 $39.6M
Cannell & Spears LLC 0.78% Add +0.6% 108,323 $38.6M
APG Asset Management N.V. 0.11% Add +4.3% 125,100 $38.0M
Night Owl Capital Management, LLC 4.38% Reduce -33.1% 106,085 $37.8M
Ironvine Capital Partners, LLC 3.91% Add +0.7% 105,746 $37.7M
State of Wisconsin Investment Board 0.09% Reduce -5.0% 105,706 $37.7M
Korea Investment CORP 0.08% Reduce -18.5% 105,510 $37.6M
Danske Bank A/S 0.09% Add +18.2% 104,882 $37.4M
Border to Coast Pensions Partnership Ltd 0.67% Add +4.6% 102,557 $36.6M
Obermeyer Wealth Partners 1.82% Reduce -2.3% 102,502 $36.6M
Focus Partners Wealth 0.08% Reduce -20.5% 100,049 $35.7M
Central Securities Corp 3.15% No change 100,000 $35.7M
Susquehanna Fundamental Investments, LLC 0.94% Reduce -6.7% 98,393 $35.1M
Treasurer of the State of North Carolina 0.11% Add +9.1% 98,084 $35.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +4.9% 96,075 $34.3M
Teacher Retirement System of Texas 0.14% Add +30.4% 95,512 $34.1M
Gateway Investment Advisers LLC 0.36% Reduce -0.3% 93,368 $33.3M
Schroder Investment Management Group 0.03% Reduce -19.3% 93,083 $33.2M
Pictet Asset Management Holding SA 0.03% Reduce -10.8% 91,533 $32.7M
Gillson Capital LP 2.48% Add +77.0% 90,881 $32.4M
Asset Management One Co., Ltd. 0.10% Add +3.4% 89,950 $32.1M
Dudley & Shanley, Inc. 4.97% Reduce -0.0% 88,632 $31.6M
Advisors Capital Management, LLC 0.43% Add +5.0% 87,556 $31.2M
LFL Advisers, LLC 12.48% Add +2.9% 87,531 $31.2M
Royal London Asset Management Ltd. 0.07% Reduce -3.7% 86,848 $31.0M
Canoe Financial LP 0.44% Add +3.8% 86,829 $31.0M
Public Employees Retirement System of Ohio 0.10% Add +5.1% 86,726 $30.9M
KLP Kapitalforvaltning As 0.13% Add +1.2% 85,252 $30.4M
Capital International, Inc. 0.29% Add +17.8% 83,350 $29.7M
Cercano Management LLC 0.85% New 83,237 $29.7M
Saraza Management, LP 7.04% Add +58.7% 81,750 $29.2M
Corient Private Wealth LP 0.04% Reduce -8.8% 80,546 $28.7M
Capital International Sarl 0.54% Add +4.6% 79,262 $28.3M
Arrowstreet Capital, Limited Partnership 0.02% Add +368.0% 78,753 $28.1M
TD Asset Management Inc 0.02% Reduce -7.3% 78,181 $27.9M
Susquehanna International Group, LLP 0.04% Add +173.6% 77,408 $27.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +15.5% 73,085 $26.1M
Mn Services Vermogensbeheer B.V. 0.18% Reduce -1.8% 72,700 $25.9M
Allianz Asset Management GmbH 0.03% Add +80.8% 72,007 $25.7M
Rafferty Asset Management, LLC 0.08% Add +1.3% 71,790 $25.6M
Schonfeld Strategic Advisors LLC 0.19% Reduce -37.0% 71,776 $25.6M
STRS Ohio 0.09% Add +11.4% 71,239 $25.4M
Franklin Resources Inc. 0.01% Reduce -3.1% 70,887 $25.3M
Victory Capital Management Inc. 0.02% Reduce -3.4% 68,697 $24.5M
Vestor Capital, LLC 1.82% Add +931.6% 18,146 $24.3M
State of New Jersey Common Pension Fund D 0.09% No change 65,619 $23.4M
Squarepoint Ops LLC 0.05% Reduce -66.8% 65,007 $23.2M
Artemis Investment Management LLP 0.29% Add +349.9% 64,175 $22.9M
MetLife Investment Management, LLC 0.13% Add +14.2% 63,755 $22.7M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Reduce -4.0% 61,927 $22.1M
Resona Asset Management Co.,Ltd. 0.11% New 61,738 $22.0M
LPL Financial LLC 0.01% Reduce -9.8% 61,218 $21.8M
Hantz Financial Services, Inc. 0.35% Reduce -6.9% 60,905 $21.7M
Orion Porfolio Solutions, LLC 0.19% Reduce -5.4% 60,849 $21.7M
Handelsbanken Fonder AB 0.08% Add +1.7% 60,479 $21.6M
Capitolis Liquid Global Markets LLC 0.15% Add +506.3% 59,112 $21.1M
State of Michigan Retirement System 0.11% Add +0.2% 58,758 $21.0M
Swedbank AB 0.02% Add +4.4% 58,487 $20.9M
Ninety One UK Ltd 0.05% Reduce -2.5% 57,949 $20.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -96.1% 57,877 $20.6M
Glenmede Investment Management, LP 0.10% — 57,587 $20.5M
Financiere des Professionnels - Fonds d'investissement inc. 1.24% Reduce -6.5% 57,555 $20.5M
Robeco Institutional Asset Management B.V. 0.03% Add +5.7% 57,175 $20.4M
Arizona State Retirement System 0.12% Reduce -0.5% 56,831 $20.3M
Nisa Investment Advisors, LLC 0.09% Reduce -0.9% 55,985 $20.0M
Abner Herrman & Brock LLC 2.22% Reduce -1.1% 55,787 $19.9M
Managed Asset Portfolios, LLC 2.52% Add +40.7% 54,280 $19.4M
Cibc World Markets Corp. 0.13% Add +2.2% 54,275 $19.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +7.1% 52,960 $18.9M
Picton Mahoney Asset Management 0.27% Add +3.5% 52,813 $18.8M
Czech National Bank 0.15% Add +6.3% 52,783 $18.8M
Xponance LLC 0.15% Add +72.0% 51,332 $18.3M
Oppenheimer Asset Management Inc. 0.21% Add +0.1% 50,651 $18.1M
Williams Jones Wealth Management, LLC. 0.21% Reduce -29.3% 49,891 $17.8M
Global Frontier Investments LLC 4.17% — 49,000 $17.5M
Cullen/Frost Bankers, Inc. 0.21% Add +2.0% 47,966 $17.1M
ProShare Advisors LLC 0.03% Reduce -5.7% 47,799 $17.1M
Amalgamated Bank 0.13% Add +10.8% 47,798 $17.1M
Bank of Nova Scotia 0.04% Add +111.5% 47,779 $17.0M
Cibc World Market Inc. 0.04% Reduce -8.3% 47,298 $16.9M
AXA S.A. 0.05% Add +0.2% 46,492 $16.6M
Retirement Systems of Alabama 0.06% Reduce -0.3% 46,337 $16.5M
Factory Mutual Insurance Co. 0.18% Add +12.2% 46,000 $16.4M
Intech Investment Management LLC 0.15% Add +420.2% 45,557 $16.3M
Kornitzer Capital Management Inc. 0.32% No change 44,866 $16.0M
Unio Capital LLC 4.69% Add +22.6% 44,630 $15.9M
Public Sector Pension Investment Board 0.07% Reduce -23.1% 44,475 $15.9M
Forsta Ap-Fonden 0.10% Add +2.9% 42,600 $15.2M
AQR Capital Management 0.01% Add +23.6% 42,125 $14.9M
GM Advisory Group, LLC 0.74% Reduce -43.0% 41,709 $14.9M
Capital International Ltd. 0.57% Add +1.9% 41,398 $14.8M
Stephens Inc. 0.20% Add +8.0% 40,785 $14.6M
Mariner, LLC 0.02% Reduce -9.6% 40,706 $14.5M
Tower Bridge Advisors 1.58% Reduce -5.4% 40,610 $14.5M
Corsair Capital Management, L.P. 2.76% Reduce -0.2% 40,368 $14.4M
Quantinno Capital Management LP 0.06% Add +46.1% 40,044 $14.3M
Avalon Trust Co 1.04% Reduce -10.2% 39,781 $14.2M
HighTower Advisors, LLC 0.02% Reduce -11.5% 38,723 $13.8M
Jane Street Group, LLC 0.02% Add +1203.5% 37,787 $13.5M
Varma Mutual Pension Insurance Co 0.10% Add +11.2% 37,700 $13.4M
Cerity Partners LLC 0.02% Reduce -5.6% 37,603 $13.4M
Prudential Financial Inc. 0.02% Add +34.1% 37,345 $13.3M
Pathstone Holdings, LLC 0.05% Reduce -5.0% 37,237 $13.3M
DNB Asset Management AS 0.05% Add +6.6% 36,620 $13.1M
Nippon Life Global Investors Americas, Inc. 0.55% Add +54.9% 35,110 $12.5M
Boston Common Asset Management, LLC 0.35% Add +31.8% 34,833 $12.4M
Gotham Asset Management 0.07% Add +90.2% 34,700 $12.4M
1832 Asset Management L.P. 0.02% Add +92.8% 34,005 $12.1M
Premier Fund Managers Ltd 0.44% Add +9.6% 34,228 $12.1M
Utah Retirement Systems 0.12% Add +1.8% 33,072 $11.8M
Zevin Asset Management LLC 1.70% Reduce -0.1% 33,024 $11.8M
Borer Denton & Associates, Inc. 4.06% Reduce -0.1% 32,777 $11.7M
KBC Group NV 0.03% Reduce -2.5% 32,198 $11.5M
Van Eck Associates Corp. 0.01% Reduce -11.9% 31,993 $11.4M
Police & Firemen's Retirement System of New Jersey 0.11% Add +11.7% 31,883 $11.4M
Wedge Capital Management L L P 0.20% Add +32.2% 31,770 $11.3M
US Bancorp \de 0.01% Reduce -3.5% 30,939 $11.0M
Daiwa Securities Group Inc. 0.04% Add +5.5% 30,662 $10.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -17.8% 30,588 $10.9M
Osaic Holdings, Inc. 0.02% Add +138.5% 29,297 $10.9M
Man Group plc 0.02% Reduce -16.1% 30,295 $10.8M
Peapack Gladstone Financial Corp. 0.15% Reduce -0.9% 30,222 $10.8M
Motley Fool Asset Management LLC 0.49% Reduce -1.8% 30,059 $10.7M
State of Alaska, Department of Revenue 0.11% Add +18.2% 29,935 $10.7M
Creative Planning 0.01% Reduce -6.2% 29,476 $10.5M
M&T Bank Corp 0.04% Reduce -4.5% 29,474 $10.5M
New York Life Investment Management LLC 0.10% Add +1.5% 29,337 $10.5M
Yousif Capital Management, LLC 0.11% Add +0.3% 29,292 $10.5M
Motco 0.98% Add +2.4% 28,806 $10.2M
Quantbot Technologies LP 0.26% Add +157.6% 28,657 $10.2M
First Manhattan Co. Llc. 0.03% Reduce -0.8% 28,342 $10.1M
Macquarie Group Ltd. 0.01% Reduce -12.7% 28,129 $10.0M
Select Equity Group, L.P. 0.04% New 28,041 $10.0M
Susquehanna Portfolio Strategies, LLC 0.22% New 27,987 $10.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +9.8% 27,943 $10.0M
Baird Financial Group, Inc. 0.02% Add +3.4% 27,836 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -40.2% 27,104 $9.6M
Beese Fulmer Investment Management, Inc. 0.71% Add +1.7% 26,716 $9.5M
Silvercrest Asset Management Group LLC 0.06% Add +0.4% 26,613 $9.5M
Vanguard Personalized Indexing Management, LLC 0.11% Add +26.9% 26,556 $9.5M
Motley Fool Wealth Management, LLC 0.57% Reduce -14.3% 26,490 $9.5M
GHP Investment Advisors, Inc. 0.42% Add +0.6% 26,475 $9.4M
American Century Companies Inc. 0.01% Reduce -15.9% 26,465 $9.4M
Citizens Financial Group Inc. 0.15% Add +0.7% 26,276 $9.4M
Captrust Financial Advisors 0.02% Add +7.9% 26,248 $9.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Reduce -6.7% 26,140 $9.3M
Cornerstone Advisors, LLC 0.32% Add +111.5% 25,800 $9.2M
Marks Group Wealth Management, Inc 0.85% Add +1.1% 25,630 $9.1M
Public Employees Retirement Association of Colorado 0.04% Reduce -2.2% 25,589 $9.1M
Fifth Third Bancorp 0.03% Add +2.5% 25,447 $9.1M
Aryeh Capital Management Ltd. 7.10% No change 25,400 $9.1M
Commonwealth Equity Services, LLC 0.01% Add +5.6% 25,109 $9.0M
Bell Asset Management Ltd 1.97% Add +65.6% 25,029 $8.9M
Ethic Inc. 0.16% Add +4.9% 25,268 $8.9M
O'shaughnessy Asset Management, LLC 0.06% Reduce -12.2% 24,944 $8.9M
Mutual of America Capital Management LLC 0.10% Reduce -1.5% 24,763 $8.8M
YHB Investment Advisors, Inc. 0.67% Reduce -1.2% 24,505 $8.7M
Intermede Investment Partners Ltd 0.26% Reduce -1.9% 23,990 $8.6M
Dash Acquisitions Inc. 1.81% Add +3.5% 23,887 $8.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -0.4% 23,240 $8.3M
Haverford Financial Services, Inc. 2.44% Reduce -0.2% 23,102 $8.2M
CIBC Private Wealth Group LLC 0.01% Reduce -5.1% 22,678 $8.1M
Prudential PLC 0.05% Add +89.5% 22,374 $8.0M
Occudo Quantitative Strategies LP 0.89% Add +3680.9% 22,194 $7.9M
Fiduciary Group, LLC 0.74% Reduce -0.4% 21,907 $7.8M
Live Oak Private Wealth LLC 1.16% Add +2.5% 21,797 $7.8M
Gerber, LLC 5.44% Reduce -4.7% 21,713 $7.7M
Bridgewater Advisors Inc. 0.58% Reduce -0.0% 21,687 $7.7M
Violich Capital Management, Inc. 1.07% Reduce -1.4% 21,308 $7.6M
Pacer Advisors, Inc. 0.02% Add +50.0% 21,251 $7.6M
NEOS Investment Management LLC 0.09% Add +23.6% 20,992 $7.5M
Cetera Investment Advisers 0.01% Reduce -14.2% 20,803 $7.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.5% 20,711 $7.4M
Carderock Capital Management Inc. 1.85% Add +3.5% 20,245 $7.2M
Employees Retirement System of Texas 0.07% Add +88.1% 20,174 $7.2M
Truist Financial Corp. 0.01% Reduce -19.5% 20,002 $7.1M
ASR Vermogensbeheer N.V. 0.09% Add +27.8% 19,865 $7.1M
Kestra Advisory Services, LLC 0.03% Add +7.4% 19,769 $7.1M
Elo Mutual Pension Insurance Co 0.14% Reduce -7.2% 19,544 $7.0M
Trexquant Investment LP 0.08% New 19,449 $6.9M
Strategy Asset Managers LLC 1.28% Add +0.3% 19,151 $6.8M
Commerce Bank 0.04% Reduce -4.9% 18,888 $6.7M
Oregon Public Employees Retirement Fund 0.12% Add +0.5% 18,652 $6.7M
Kwmg, LLC 0.62% Add +1.4% 18,488 $6.6M
Bleakley Financial Group, LLC 0.17% Add +16.3% 18,414 $6.6M
Johnson Investment Counsel Inc. 0.06% Add +4.1% 18,091 $6.5M
Clifford Swan Investment Counsel LLC 0.23% Add +24.6% 17,952 $6.4M
Fayez Sarofim & Co 0.02% Add +1.2% 17,921 $6.4M
Atria Investments, Inc 0.07% Add +23.1% 17,369 $6.2M
Nordea Investment Management AB 0.01% Add +6.6% 17,062 $6.1M
Teachers Retirement System of the State of Kentucky 0.05% Add +1.5% 16,947 $6.0M
Sanctuary Advisors, LLC 0.04% Reduce -7.4% 16,639 $5.9M
Biltmore Family Office, LLC 1.00% Reduce -1.8% 16,549 $5.9M
Baader Bank Aktiengesellschaft 0.50% Reduce -15.4% 16,256 $5.8M
DRW Securities, LLC 0.40% New 15,994 $5.7M
Clearstead Advisors, LLC 0.08% Add +16.8% 15,722 $5.6M
Avanza Fonder AB 0.16% No change 15,282 $5.5M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -42.1% 15,272 $5.4M
Regions Financial Corp. 0.04% Reduce -14.7% 15,145 $5.4M
Mizuho Securities USA LLC 0.11% — 14,926 $5.3M
LBP Am SA 0.07% Reduce -37.0% 14,913 $5.3M
NewEdge Advisors, LLC 0.03% Add +28.4% 14,704 $5.2M
Cresset Asset Management, LLC 0.03% Reduce -26.9% 14,091 $5.0M
Wesbanco Bank Inc. 0.15% Add +17.4% 14,016 $5.0M
Pine Valley Investments Ltd Liability Co 0.29% Add +12.6% 13,949 $5.0M
Pittenger & Anderson Inc. 0.18% No change 13,815 $4.9M
Capital Planning Advisors, LLC 0.71% Reduce -0.6% 13,488 $4.8M
First Foundation Advisors 0.18% Reduce -15.9% 13,481 $4.8M
Jasper Ridge Partners, L.P. 0.12% No change 13,390 $4.8M
Sequoia Financial Advisors, LLC 0.03% Add +0.3% 13,304 $4.7M
Modera Wealth Management, LLC 0.06% Add +5.7% 13,272 $4.7M
Regency Capital Management Inc.\DE 2.48% Add +28.7% 13,262 $4.7M
Yacktman Asset Management 0.06% Add +10.7% 12,915 $4.6M
Arlington Partners LLC 1.67% Add +10.4% 12,704 $4.5M
Kentucky Retirement Systems 0.13% Reduce -6.2% 12,582 $4.5M
MML Investors Services, LLC 0.01% Reduce -1.0% 12,466 $4.4M
Accurate Wealth Management, LLC 0.67% Add +0.1% 12,177 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -82.0% 12,217 $4.4M
Wealthfront Advisers LLC 0.01% Reduce -18.1% 12,159 $4.3M
Buckhead Capital Management LLC 1.66% Reduce -12.8% 12,036 $4.3M
Illinois Municipal Retirement Fund 0.06% Add +61.6% 11,726 $4.2M
Vestmark Advisory Solutions, Inc. 0.06% Add +29.3% 11,543 $4.1M
Janney Montgomery Scott LLC 0.01% Add +2.2% 11,478 $4.1M
Savant Capital, LLC 0.03% Add +0.8% 11,458 $4.1M
Louisiana State Employees Retirement System 0.07% Reduce -1.7% 11,400 $4.1M
Cwm, LLC 0.01% Reduce -7.6% 11,365 $4.1M
Wealthspire Retirement, LLC 0.27% Reduce -1.1% 11,343 $4.0M
Securian Asset Management, Inc. 0.11% Reduce -1.1% 11,281 $4.0M
Norinchukin Bank, The 0.06% Add +8.1% 11,272 $4.0M
Bessemer Group Inc. 0.01% Add +9.6% 11,258 $4.0M
Assetmark, Inc. 0.01% Add +16.7% 11,245 $4.0M
Stanley-Laman Group, Ltd. 0.58% Reduce -7.7% 10,903 $3.9M
Seascape Capital Management 1.22% Reduce -0.8% 10,856 $3.9M
Gabelli Funds LLC 0.03% Add +0.6% 10,720 $3.8M
Metis Global Partners, LLC 0.10% Reduce -6.0% 10,634 $3.8M
Pure Financial Advisors, LLC 0.07% Add +3.0% 10,632 $3.8M
Portside Wealth Group, LLC 0.56% Reduce -3.9% 10,628 $3.8M
Radnor Capital Management, LLC 0.60% Add +1.5% 10,585 $3.8M
Rockefeller Capital Management L.P. 0.01% New 10,571 $3.8M
Maryland State Retirement & Pension System 0.08% Add +11.2% 10,205 $3.6M
IMC-Chicago, LLC 0.09% New 10,203 $3.6M
Anderson Hoagland & Co. 0.35% Reduce -4.8% 10,170 $3.6M
New Mexico Educational Retirement Board 0.12% No change 10,145 $3.6M
Union Heritage Capital, LLC 1.24% No change 9,967 $3.6M
Gulf International Bank (UK) Ltd 0.13% Reduce -10.8% 9,920 $3.5M
Cumberland Partners Ltd 0.24% Add +1.5% 9,880 $3.5M
Jensen Investment Management Inc. 0.04% Add +11.0% 9,800 $3.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.1% 9,726 $3.5M
&partners 0.03% Add +48.7% 9,737 $3.5M
Sterling Capital Management LLC 0.05% Add +1510.9% 9,633 $3.4M
Lido Advisors, LLC 0.02% Add +61.9% 9,629 $3.4M
Busey Bank 0.10% Reduce -0.4% 9,532 $3.4M
Ostrum Asset Management 0.16% Reduce -1.4% 9,521 $3.4M
Alps Advisors Inc. 0.02% Reduce -6.6% 9,448 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -1.4% 9,456 $3.4M
CX Institutional 0.12% Reduce -1.2% 9,427 $3.4M
LBMC Investment Advisors, LLC 0.24% No change 9,391 $3.4M
Scotia Capital Inc. 0.02% Add +4.4% 9,231 $3.3M
Elevation Point Wealth Partners, LLC 0.26% Reduce -0.3% 9,229 $3.3M
CW Advisors, LLC 0.03% Add +61.4% 9,214 $3.3M
Point72 Europe (London) LLP 0.17% New 9,200 $3.3M
Kampmann Melissa S. 2.44% Reduce -1.2% 9,125 $3.3M
MIdWestOne Financial Group, Inc. 0.42% No change 9,103 $3.2M
Exencial Wealth Advisors, LLC 0.11% Add +12.9% 8,874 $3.2M
Daiichi Life Insurance Co., Ltd. 0.09% Add +17.4% 8,756 $3.1M
Larson Financial Group LLC 0.12% Add +20.4% 8,622 $3.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +3.0% 8,607 $3.1M
Progressive Investment Management Corp 0.77% Reduce -1.2% 8,511 $3.0M
Cary Street Partners Financial LLC 0.09% Reduce -3.9% 8,486 $3.0M
Capital Group Investment Management Pte. LTD. 0.54% Add +1.3% 8,454 $3.0M
Kathmere Capital Management, LLC 0.23% Reduce -1.0% 8,449 $3.0M
Parkside Financial Bank & Trust 0.32% Add +84.7% 8,427 $3.0M
Agf Management Ltd. 0.01% Add +21.1% 8,322 $3.0M
Icon Wealth Advisors, LLC 0.21% Reduce -0.6% 8,211 $2.9M
Mercer Global Advisors Inc. 0.01% Reduce -2.2% 8,149 $2.9M
MAI Capital Management 0.02% Reduce -6.9% 8,079 $2.9M
Ascent Group, LLC 0.11% Reduce -0.4% 8,001 $2.9M
Verdence Capital Advisors LLC 0.19% Reduce -19.8% 7,968 $2.8M
Gibbs Wealth Management 0.55% Add +16.9% 7,956 $2.8M
MV Capital Management, Inc. 0.29% Reduce -2.5% 7,938 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.5% 7,887 $2.8M
Equitable Trust Co. 0.14% Add +1.5% 7,793 $2.8M
Journey Advisory Group, LLC 0.22% Add +1.1% 7,774 $2.8M
South Dakota Investment Council 0.05% No change 7,770 $2.8M
VestGen Advisors, LLC 0.11% Reduce -0.4% 7,752 $2.8M
Vinva Investment Management Ltd 0.07% Add +10.1% 7,821 $2.8M
Tredje AP-fonden 0.02% New 7,716 $2.8M
Choreo, LLC 0.04% Add +13.1% 7,490 $2.7M
Diversified Trust Co. 0.06% Reduce -55.4% 7,486 $2.7M
Alliance Wealth Advisors, LLC 0.64% Reduce -8.3% 7,427 $2.6M
Equitable Holdings, Inc. 0.02% Add +720.0% 7,405 $2.6M
HB Wealth Management, LLC 0.02% Reduce -5.1% 7,351 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -6.5% 7,271 $2.6M
Beacon Financial Group 0.27% Add +0.4% 7,194 $2.6M
Millennium Management 0.00% Reduce -98.3% 7,123 $2.5M
Keybank National Association 0.01% Reduce -3.3% 7,033 $2.5M
Brighton Jones LLC 0.07% Reduce -4.3% 6,993 $2.5M
Peak Financial Advisors LLC 1.26% New 6,908 $2.5M
Salvus Wealth Management, LLC 1.41% Reduce -1.5% 6,775 $2.4M
EP Wealth Advisors, LLC 0.02% Add +4.9% 6,774 $2.4M
Integrated Wealth Concepts LLC 0.02% Reduce -14.0% 6,751 $2.4M
Zions Bancorporation, National Association 0.13% Reduce -17.0% 6,726 $2.4M
Ossiam 0.03% Reduce -36.2% 6,724 $2.4M
Quadrant Capital Group LLC 0.09% Add +43.9% 6,666 $2.4M
Brown Advisory Inc. 0.00% Add +3.9% 6,664 $2.4M
First National Bank & Trust Co. of Newtown 0.48% Add +565.8% 6,658 $2.4M
Lafayette Investments, Inc. 0.48% Add +1.4% 6,633 $2.4M
Delta Global Management LP 0.16% Add +4.7% 6,601 $2.4M
Axxcess Wealth Management, LLC 0.06% Reduce -8.3% 6,583 $2.3M
NewEdge Wealth, LLC 0.04% Reduce -15.3% 6,396 $2.3M
Diversified Enterprises, LLC 0.17% Reduce -0.2% 6,519 $2.3M
Private Advisor Group, LLC 0.01% Add +0.2% 6,370 $2.3M
Coldstream Capital Management Inc. 0.04% Add +7.8% 6,367 $2.3M
Anchor Capital Advisors LLC 0.07% Reduce -6.5% 6,353 $2.3M
Aire Advisors, LLC 0.43% Reduce -0.0% 6,232 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +6.1% 6,221 $2.2M
Romano Brothers and Company 0.27% Add +0.7% 6,171 $2.2M
Ancora Advisors LLC 0.05% Add +1.9% 6,137 $2.2M
Crestwood Advisors Group, LLC 0.04% Reduce -36.3% 6,125 $2.2M
WoodTrust Financial Corp 0.28% No change 6,085 $2.2M
Merit Financial Group, LLC 0.02% Add +43.7% 6,051 $2.2M
Mitchell Capital Management Co. 0.40% Reduce -12.8% 6,028 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% — 5,984 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +46.1% 5,932 $2.1M
Horizon Investments, LLC 0.03% Add +67.0% 5,845 $2.1M
Tealwood Asset Management Inc. 0.92% New 5,792 $2.1M
Norden Group LLC 0.22% Reduce -11.8% 5,707 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -1.9% 5,699 $2.0M
Brookstone Capital Management 0.03% Add +449.4% 5,604 $2.0M
GAMCO Investors 0.02% New 5,600 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -7.3% 5,575 $2.0M
Crossmark Global Holdings, Inc. 0.03% Reduce -19.2% 5,522 $2.0M
Empowered Funds, LLC 0.02% Add +13.4% 5,493 $2.0M
Tyler-Stone Wealth Management 0.32% Add +4.8% 5,491 $2.0M
Wilmington Savings Fund Society, FSB 0.03% Reduce -1.6% 5,475 $2.0M
Personal Cfo Solutions, LLC 0.36% Reduce -6.6% 5,403 $1.9M
Pragma Gestao DE Patrimonio Ltd. 0.84% Reduce -71.4% 5,400 $1.9M
Scott Marsh Financial, LLC 0.71% — 5,356 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -6.5% 5,340 $1.9M
Grove Bank & Trust 0.24% Reduce -1.6% 5,327 $1.9M
Fischer Financial Services, Inc. 0.56% Reduce -1.8% 5,313 $1.9M
Caldwell Trust Co 0.19% No change 5,200 $1.9M
Welch Group, LLC 0.08% Add +0.0% 5,130 $1.8M
Townsquare Capital LLC 0.18% Reduce -92.6% 5,078 $1.8M
Cohen Klingenstein LLC 0.06% No change 5,000 $1.8M
Triumph Capital Management 0.53% Add +2.1% 4,949 $1.8M
Avantax Advisory Services, Inc. 0.01% Reduce -7.3% 4,871 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -2.9% 4,822 $1.7M
SG Americas Securities, LLC 0.01% Reduce -17.2% 4,800 $1.7M
Investment Management Corp of Ontario 0.02% Reduce -12.7% 4,796 $1.7M
Mufg Securities Americas Inc. 0.15% Add +25.0% 4,786 $1.7M
Whittier Trust Co. 0.02% Reduce -9.9% 4,743 $1.7M
Old National Bancorp 0.03% Add +119.3% 4,693 $1.7M
Plato Investment Management Ltd 0.13% Reduce -0.1% 4,706 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Reduce -3.8% 4,711 $1.7M
Dynasty Wealth Management, LLC 0.03% Add +8.8% 4,601 $1.6M
NorthRock Partners, LLC 0.04% Add +26.1% 4,599 $1.6M
Enterprise Financial Services Corp 0.87% Reduce -6.8% 4,593 $1.6M
Fiduciary Alliance LLC 0.12% Reduce -17.4% 4,563 $1.6M
Greenleaf Trust 0.01% Reduce -10.5% 4,498 $1.6M
Jones Financial Companies LLLP 0.00% Add +13.1% 4,544 $1.6M
Vident Advisory, LLC 0.02% Add +13.0% 4,489 $1.6M
Canandaigua National Bank & Trust Co. 0.15% Reduce -14.4% 4,485 $1.6M
Barings LLC 0.04% Reduce -11.7% 4,447 $1.6M
BBR Partners, LLC 0.10% Add +19.4% 4,381 $1.6M
HighPoint Advisor Group LLC 0.08% Reduce -2.3% 4,290 $1.5M
Private Wealth Asset Management, LLC 0.20% Reduce -0.1% 4,260 $1.5M
NBT Bank, N.A. 0.10% Add +16.7% 4,254 $1.5M
Factor Wealth Management LTD 0.41% Reduce -4.1% 4,245 $1.5M
Simplicity Wealth,LLC 0.06% Add +115.9% 4,240 $1.5M
Vestcor Inc 0.05% Add +7.0% 4,230 $1.5M
Accredited Investors Inc. 0.09% No change 4,222 $1.5M
Meeder Advisory Services, Inc. 0.08% Reduce -1.0% 4,199 $1.5M
Circle Wealth Management, LLC 0.03% Add +69.7% 4,190 $1.5M
Sompo Asset Management Co., Ltd. 0.26% Add +2.2% 4,160 $1.5M
Mediolanum International Funds Ltd 0.02% Reduce -88.7% 4,207 $1.5M
Tema ETFs LLC 0.39% New 4,156 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +2.9% 4,138 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +4.2% 4,133 $1.5M
Huntington National Bank 0.01% Reduce -6.0% 4,106 $1.5M
Chesley Taft & Associates LLC 0.06% No change 4,072 $1.5M
Applied Finance Capital Management, LLC 0.10% Reduce -20.2% 4,063 $1.4M
Mission Wealth Management, LP 0.03% Add +0.0% 3,993 $1.4M
Ellis Investment Partners, LLC 0.28% Reduce -2.1% 3,985 $1.4M
QRG Capital Management, Inc. 0.01% Reduce -2.6% 3,968 $1.4M
Auxier Asset Management LLC 0.21% No change 3,967 $1.4M
Catalyst Capital Advisors LLC 0.03% Add +107.3% 3,953 $1.4M
Garrison Bradford & Associates Inc. 1.54% Reduce -2.5% 3,900 $1.4M
LGT Fund Management Co Ltd. 0.12% Reduce -45.9% 3,895 $1.4M
ProVise Management Group, LLC 0.11% Reduce -9.4% 3,869 $1.4M
Syon Capital LLC 0.09% Add +8.1% 3,848 $1.4M
Dakota Wealth Management 0.03% Add +0.2% 3,814 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -35.8% 3,802 $1.4M
Praxis Investment Management Inc. 0.09% Reduce -31.5% 3,780 $1.3M
MOKAN Wealth Management Inc. 0.74% Add +20.4% 3,714 $1.3M
Dark Forest Capital Management LP 0.05% Add +297.4% 3,712 $1.3M
Pekin Hardy Strauss, Inc. 0.15% No change 3,711 $1.3M
Stance Capital LLC 0.49% New 3,682 $1.3M
NFJ Investment Group, LLC 0.05% Reduce -10.4% 3,674 $1.3M
Callan Family Office, LLC 0.04% Add +165.6% 3,641 $1.3M
Rothschild Investment LLC 0.08% Reduce -12.9% 3,637 $1.3M
Quantitative Investment Management, LLC 0.17% New 3,580 $1.3M
First American Bank 0.09% No change 3,540 $1.3M
Canton Hathaway, LLC 0.25% No change 3,500 $1.2M
Americana Partners, LLC 0.04% Reduce -8.5% 3,454 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -4.6% 3,451 $1.2M
ABN AMRO Bank N.V. 0.02% No change 3,402 $1.2M
Banque Cantonale Vaudoise 0.05% Reduce -58.5% 3,411 $1.2M
LGT Group Foundation 0.02% No change 3,400 $1.2M
Bank Pictet & Cie (Europe) AG 0.03% Reduce -92.8% 3,387 $1.2M
World Investment Advisors 0.03% Add +9.0% 3,352 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -8.7% 3,341 $1.2M
Private Trust Co. NA 0.11% Reduce -4.8% 3,335 $1.2M
Morningstar Investment Management LLC 0.10% New 3,301 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -14.4% 3,295 $1.2M
Duncker Streett & Co. Inc. 0.21% No change 3,289 $1.2M
Legacy Wealth Asset Management, LLC 0.29% Add +1.0% 3,242 $1.2M
Mattern Capital Management, LLC 0.14% Add +12.4% 3,237 $1.2M
Phoenix Financial Ltd. 0.02% New 3,143 $1.2M
Entropy Technologies, LP 0.09% Add +131.1% 3,226 $1.2M
Comprehensive Financial Management LLC 0.03% New 3,197 $1.1M
Frank, Rimerman Advisors LLC 0.08% Reduce -7.5% 3,132 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% No change 3,125 $1.1M
Hancock Whitney Corp. 0.02% Add +56.9% 3,120 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +0.9% 3,105 $1.1M
Citrine Capital LLC 0.59% No change 3,100 $1.1M
Curated Wealth Partners LLC 0.13% Add +17.3% 3,075 $1.1M
Tectonic Advisors LLC 0.06% Add +3.9% 3,064 $1.1M
Machina Capital S.A.S. 0.23% Reduce -71.8% 3,036 $1.1M
Arthur M. Cohen & Associates, LLC 0.19% Reduce -10.4% 3,020 $1.1M
Rathbones Group PLC 0.00% New 3,004 $1.1M
RBF Capital, LLC 0.05% No change 3,000 $1.1M
Oxford Financial Group, LTD. LLC 0.06% Reduce -29.6% 2,967 $1.1M
Mather Group, Llc. 0.01% Reduce -4.6% 2,957 $1.1M
Two Sigma Securities, LLC 0.13% Add +18.2% 2,945 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -0.7% 2,902 $1.0M
Diversify Wealth Management, LLC 0.06% Reduce -6.1% 2,846 $1.0M
Greenwood Gearhart LLC 0.06% Reduce -0.0% 2,884 $1.0M
PFW Advisors LLC 0.32% Reduce -0.2% 2,879 $1.0M
Freedom Investment Management, Inc. 0.08% Reduce -1.4% 2,867 $1.0M
Intellectus Partners, LLC 0.22% Reduce -0.3% 2,843 $1.0M
Fortis Capital Advisors, LLC 0.18% Reduce -0.4% 2,839 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -24.9% 2,839 $1.0M
Armor Investment Advisors, LLC 0.38% Add +0.2% 2,828 $1.0M
Edgestream Partners, L.P. 0.03% Add +121.9% 2,825 $1.0M
Signaturefd, LLC 0.02% Reduce -2.7% 2,811 $1.0M
Value Partners Investments Inc. 0.08% Add +19.8% 2,811 $1.0M
Brooklyn Investment Group 0.13% Add +45.9% 2,803 $1000K
Regal Investment Advisors LLC 0.07% Reduce -0.1% 2,793 $996K
Diversify Advisory Services, LLC 0.04% Add +27.1% 2,734 $995K
Permanens Capital L.P. 0.13% Add +21.2% 2,763 $986K
FourThought Financial Partners, LLC 0.10% Add +5.9% 2,755 $983K
Profund Advisors LLC 0.04% Reduce -9.5% 2,736 $976K
Farringdon Capital, Ltd. 0.33% Add +55.6% 2,716 $969K
Websterrogers Financial Advisors, LLC 0.31% No change 2,713 $968K
TD Private Client Wealth LLC 0.02% Reduce -3.3% 2,704 $965K
Twelve Points Wealth Management LLC 0.26% Add +3.9% 2,695 $962K
Copperwynd Financial, LLC 0.24% New 2,693 $961K
Nomura Holdings Inc. 0.01% Reduce -60.9% 2,668 $952K
Wallace Advisory Group, LLC 0.69% New 2,384 $951K
Waterfront Wealth Inc. 0.21% Reduce -3.0% 2,663 $950K
King Luther Capital Management Corp. 0.00% Reduce -3.6% 2,639 $941K
Joel Isaacson & Co., LLC 0.04% No change 2,638 $941K
Oppenheimer & Co. Inc. 0.01% Reduce -5.4% 2,636 $940K
Graypoint LLC 0.05% Add +4.8% 2,616 $933K
Jefferies Financial Group Inc. 0.02% Reduce -98.1% 2,601 $928K
Northwest & Ethical Investments L.P. 0.02% New 2,629 $928K
Hamilton Capital Partners Inc. 0.05% Add +93.4% 2,588 $923K
Tiaa Trust, National Association 0.00% Add +2.0% 2,569 $916K
Stratos Wealth Partners, LTD. 0.01% Reduce -34.2% 2,557 $913K
Hartline Investment Corp./ 0.10% Add +0.2% 2,546 $908K
Connecticut Wealth Management, LLC 0.04% Reduce -1.5% 2,544 $908K
Heritage Family Offices, LLP 0.45% No change 2,273 $897K
Harbor Advisors LLC 0.15% No change 2,500 $892K
Moneta Group Investment Advisors LLC 0.01% Add +2.6% 2,481 $885K
Trust Asset Management LLC 0.07% No change 2,467 $880K
Covenant Partners, LLC 0.26% No change 2,454 $875K
Beverly Hills Private Wealth, LLC 0.17% Add +6.4% 2,442 $871K
Valeo Financial Advisors, LLC 0.02% Add +7.6% 2,434 $868K
Sendero Wealth Management, LLC 0.11% Reduce -25.1% 2,408 $859K
LeClair Wealth Partners LLC 0.58% Reduce -0.0% 2,379 $849K
First Financial Bankshares Inc 0.02% New 2,374 $847K
Soltis Investment Advisors LLC 0.07% New 2,355 $840K
Bangor Savings Bank 0.07% No change 2,333 $832K
Painted Porch Advisors LLC 0.34% No change 2,325 $829K
Qtron Investments LLC 0.11% Reduce -13.7% 2,321 $828K
Park Avenue Securities LLC 0.01% Reduce -39.6% 2,313 $825K
Redwood Wealth Management Group, LLC 0.37% Reduce -1.3% 2,286 $816K
SageView Advisory Group, LLC 0.03% Reduce -2.4% 2,191 $809K
Walleye Capital LLC 0.01% Reduce -70.7% 2,256 $805K
Generali Asset Management SPA SGR 0.02% Reduce -66.2% 2,255 $804K
D.A. Davidson & Co. 0.01% Reduce -3.8% 2,238 $798K
Panagora Asset Management Inc. 0.00% Reduce -12.9% 2,228 $795K
Chilton Investment Co. Inc. 0.02% Add +173.3% 2,219 $792K
Compound Planning, Inc. 0.03% Reduce -10.7% 2,204 $786K
Empirical Asset Management, LLC 0.24% New 2,200 $785K
Apollon Wealth Management, LLC 0.02% Reduce -1.7% 2,198 $784K
Aviso Financial Inc. 0.04% Add +0.1% 2,196 $783K
Bayesian Capital Management, LP 0.12% New 2,193 $782K
Evernest Financial Advisors, LLC 0.25% Add +9.0% 2,177 $777K
V-Square Quantitative Management LLC 0.10% Reduce -2.1% 2,176 $776K
Prairie Sky Financial Group LLC 0.43% No change 2,172 $775K
Hills Bank & Trust Co 0.05% No change 2,147 $766K
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.8% 2,141 $764K
Act Two Investors LLC 0.15% No change 2,121 $757K
Summit Global Investments 0.04% New 2,110 $753K
Allworth Financial LP 0.00% Reduce -3.0% 2,108 $752K
Fidelis Capital Partners, LLC 0.07% Reduce -2.1% 2,027 $737K
Commerzbank Aktiengesellschaft 0.02% Add +2.6% 2,060 $735K
Chicago Capital, LLC 0.02% No change 2,058 $734K
Ritholtz Wealth Management 0.02% Reduce -5.9% 2,058 $734K
Founders Financial Alliance, LLC 0.17% Reduce -4.8% 2,057 $734K
Wedmont Private Capital 0.03% Add +0.3% 2,052 $732K
Checchi Capital Advisers, LLC 0.05% Reduce -0.6% 2,051 $732K
Cigna Investments Inc. 0.13% Add +3.6% 2,047 $730K
Parallel Advisors, LLC 0.01% Reduce -7.1% 2,046 $730K
Future Fund LLC 0.32% New 2,032 $725K
Blue Chip Partners, LLC 0.06% Add +1.0% 2,005 $715K
Deltec Asset Management LLC 0.13% New 2,000 $714K
Thompson Investment Management, Inc. 0.10% No change 2,000 $714K
Ballentine Partners, LLC 0.01% Add +0.3% 1,995 $712K
Saturna Capital Corp. 0.01% No change 1,989 $710K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -3.8% 1,979 $706K
Martin Investment Management, LLC 0.18% Add +15.4% 1,950 $696K
Fifth Third Wealth Advisors LLC 0.03% Reduce -2.1% 1,939 $692K
Townsend & Associates, Inc 0.07% Reduce -6.0% 1,855 $692K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -5.5% 1,924 $686K
Mgo One Seven LLC 0.02% Reduce -5.2% 1,921 $685K
GAMMA Investing LLC 0.04% Add +0.1% 1,911 $682K
iA Global Asset Management Inc. 0.01% Reduce -8.0% 1,908 $681K
Lountzis Asset Management, LLC 0.24% No change 1,900 $678K
PUREfi Wealth, LLC 0.54% Add +13.5% 1,899 $677K
Rede Wealth, LLC 0.24% No change 1,898 $677K
Plante Moran Financial Advisors, LLC 0.05% No change 1,895 $676K
Gsa Capital Partners LLP 0.05% Reduce -30.0% 1,896 $676K
Global Retirement Partners, LLC 0.02% — 1,892 $675K
West Family Investments, Inc. 0.17% Add +28.1% 1,878 $670K
Composition Wealth, LLC 0.01% Reduce -10.1% 1,876 $669K
Capital Investment Advisors, LLC 0.01% Reduce -3.9% 1,843 $658K
Barrett & Company, Inc. 0.25% No change 1,843 $658K
Altfest L J & Co. Inc. 0.08% Add +6.8% 1,841 $657K
S-Bank Fund Management Ltd 0.10% New 1,830 $653K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -28.1% 1,818 $649K
Connable Office Inc. 0.06% Reduce -6.9% 1,801 $643K
Acadian Asset Management LLC 0.00% Reduce -90.4% 1,803 $642K
Arkadios Wealth Advisors 0.02% Add +9.8% 1,797 $641K
CHICAGO TRUST Co NA 0.09% Reduce -1.1% 1,784 $636K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,784 $636K
Perigon Wealth Management, LLC 0.01% Reduce -3.5% 1,783 $636K
Synovus Financial Corp. 0.01% Reduce -46.6% 1,767 $631K
Wealthedge Investment Advisors, LLC 0.26% No change 1,766 $630K
One Wealth Capital Management, LLC 0.30% Reduce -0.1% 1,763 $629K
Arax Advisory Partners 0.03% Add +167.0% 1,754 $626K
Vise Technologies, Inc. 0.03% — 1,754 $626K
Thomasville National Bank 0.04% No change 1,752 $625K
Three Seasons Wealth, LLC 0.07% Add +10.4% 1,748 $624K
Yarbrough Capital, LLC 0.02% No change 1,746 $623K
Hilltop Holdings Inc. 0.04% Reduce -8.0% 1,740 $621K
Lantz Financial LLC 0.15% Reduce -13.1% 1,738 $620K
Lanark Financial, Inc. 0.05% Reduce -0.8% 1,723 $614K
AustralianSuper Pty Ltd 0.00% No change 1,719 $613K
Impact Investors, Inc 0.43% Reduce -0.3% 1,719 $613K
Lester Murray Antman dba SimplyRich 0.17% No change 1,711 $610K
Hummer Financial Advisory Services Inc 0.46% No change 1,703 $608K
Evelyn Partners Investment Management LLP 0.02% Reduce -2.9% 1,700 $606K
Hudock, Inc. 0.10% Reduce -1.7% 1,691 $604K
Northern Capital Management, Inc. 0.35% No change 1,688 $602K
Fosun International Ltd 0.17% New 1,677 $598K
Sunflower Bank, N.A. 0.15% Add +1.8% 1,675 $598K
Waverly Advisors, LLC 0.01% Add +3.3% 1,675 $598K
Kintegral Advisory, LLC 0.05% Reduce -0.1% 1,654 $590K
Bridgefront Capital, LLC 0.16% New 1,652 $589K
Lansing Street Advisors 0.17% Add +66.6% 1,638 $584K
Crane Advisory, LLC 0.10% Reduce -0.8% 1,643 $584K
Wellspring Financial Advisors, LLC 0.05% Add +1.4% 1,632 $582K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.1% 1,630 $582K
Fulton Bank, N.A. 0.02% Add +2.4% 1,619 $578K
OmniStar Financial Group, Inc. 0.43% Add +8.1% 1,616 $577K
Summit Financial, LLC 0.01% Add +123.1% 1,615 $576K
Pitcairn Co. 0.04% Reduce -12.1% 1,606 $573K
Pinnacle Financial Partners Inc 0.01% Add +2.3% 1,603 $572K
Raiffeisen Bank International AG 0.01% Reduce -3.6% 1,611 $571K
KFG Wealth Management, LLC 0.09% Add +0.4% 1,600 $571K
Conning Inc. 0.02% Reduce -3.2% 1,596 $569K
SkyView Investment Advisors, LLC 0.08% Reduce -14.5% 1,611 $568K
UMB Bank, n.a. 0.01% Reduce -13.2% 1,589 $567K
Nordwand Advisors, LLC 0.09% New 1,585 $565K
Good Life Advisors, LLC 0.04% Reduce -24.0% 1,583 $565K
Gilman Hill Asset Management, LLC 0.09% No change 1,578 $563K
Texas Capital Bank Wealth Management Services Inc 0.05% Reduce -1.3% 1,572 $561K
Birch Financial Group, LLC 0.44% Add +0.2% 1,544 $551K
Insigneo Advisory Services, LLC 0.05% Reduce -7.0% 1,538 $549K
Prime Capital Investment Advisors, LLC 0.01% Reduce -17.5% 1,533 $547K
Stratos Wealth Advisors, LLC 0.03% No change 1,530 $546K
Journey Strategic Wealth LLC 0.02% Add +144.3% 1,527 $545K
Freestone Capital Holdings, LLC 0.02% Reduce -10.1% 1,525 $544K
PDS Planning, Inc 0.04% Add +57.4% 1,519 $542K
Arrowroot Family Office, LLC 0.24% — 1,516 $541K
Sagespring Wealth Partners, LLC 0.01% Reduce -11.8% 1,504 $537K
Conservest Capital Advisors, Inc. 0.05% Add +0.3% 1,504 $537K
CWA Asset Management Group, LLC 0.02% Reduce -12.9% 1,502 $536K
Game Creek Capital, LP 0.27% No change 1,500 $535K
Aptus Capital Advisors, LLC 0.01% Add +4.8% 1,497 $534K
Voleon Capital Management LP 0.03% New 1,497 $534K
Arete Wealth Advisors, LLC 0.04% Add +0.3% 1,495 $534K
Elyxium Wealth, LLC 0.20% Add +2.5% 1,466 $523K
Neville Rodie & Shaw Inc. 0.04% Reduce -0.5% 1,450 $517K
Logan Capital Management Inc. 0.02% Reduce -63.7% 1,445 $516K
Forum Financial Management, LP 0.01% Add +44.4% 1,430 $510K
Murphy & Mullick Capital Management Corp 0.41% No change 1,432 $509K
Fort Point Capital Partners LLC 0.05% Reduce -2.3% 1,414 $504K
MBL Wealth, LLC 0.05% Reduce -5.9% 1,414 $504K
Independent Advisor Alliance 0.01% Add +1.0% 1,414 $504K
Sage Mountain Advisors LLC 0.03% Reduce -6.1% 1,410 $503K
Mendel Money Management 0.22% No change 1,409 $503K
Waldron Private Wealth LLC 0.02% Add +3.1% 1,406 $502K
Ridgewood Investments LLC 0.22% No change 1,395 $498K
IFG Advisors, LLC 0.08% Reduce -5.2% 1,390 $496K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -2.7% 1,388 $495K
Goelzer Investment Management, Inc. 0.03% No change 1,386 $494K
First Business Financial Services, Inc. 0.04% No change 1,384 $494K
Farther Finance Advisors, LLC 0.01% Add +9.1% 1,380 $492K
Proficio Capital Partners LLC 0.03% Add +27.8% 1,380 $492K
Ashton Thomas Private Wealth, LLC 0.02% Add +12.1% 1,376 $491K
GC Wealth Management RIA, LLC 0.04% Add +69.8% 1,375 $491K
Wedbush Securities Inc. 0.02% Reduce -1.8% 1,367 $488K
Prairie Wealth Advisors, Inc. 0.21% No change 1,366 $487K
Essex Financial Services, Inc. 0.03% Add +16.1% 1,358 $484K
Perpetual Ltd 0.01% Add +7.5% 1,356 $484K
Roehl & Yi Investment Advisors, LLC 0.25% Reduce -0.9% 1,355 $483K
Catalyst Financial Partners LLC 0.05% Add +12.8% 1,353 $483K
SeaCrest Wealth Management, LLC 0.05% No change 1,352 $482K
Amplius Wealth Advisors, LLC 0.04% Reduce -0.1% 1,352 $482K
NORTHSTAR ASSET MANAGEMENT Co 0.11% No change 1,350 $482K
Newton One Investments LLC 0.15% No change 1,335 $476K
North Star Investment Management Corp. 0.03% No change 1,335 $476K
BTS Asset Management, Inc. 0.57% New 1,326 $473K
Pallas Capital Advisors LLC 0.02% Reduce -9.6% 1,314 $469K
CENTRAL TRUST Co 0.01% Add +5.7% 1,311 $468K
Forte Capital LLC 0.05% Add +27.2% 1,308 $467K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.2% 1,296 $462K
Arjuna Capital 0.12% New 1,294 $462K
Clarius Group, LLC 0.03% Reduce -2.9% 1,287 $459K
Great Valley Advisor Group, Inc. 0.01% Add +52.6% 1,279 $456K
Visionary Wealth Advisors 0.02% Reduce -1.2% 1,266 $452K
Cardiff Park Advisors, LLC 0.04% No change 1,266 $452K
RDA Financial Network 0.12% No change 1,261 $450K
Gryphon Financial Partners LLC 0.06% Reduce -23.0% 1,256 $448K
State of Wyoming 0.05% Add +9.2% 1,253 $447K
J.W. Cole Advisors, Inc. 0.01% Add +3.3% 1,244 $444K
Bradley Foster & Sargent Inc. 0.01% No change 1,239 $442K
Ieq Capital, LLC 0.00% Reduce -91.7% 1,232 $439K
Deseret Mutual Benefit Administrators 0.21% No change 1,227 $438K
Fortis Capital Management LLC 0.07% Reduce -5.0% 1,227 $438K
Sargent Investment Group, LLC 0.06% Reduce -0.7% 1,200 $436K
SYM FINANCIAL Corp 0.05% Add +1.7% 1,222 $436K
Focused Wealth Management, Inc 0.05% No change 1,214 $433K
Howard Capital Management, LLC 0.01% Add +12.5% 1,214 $433K
Meiji Yasuda Life Insurance Co 0.01% New 1,213 $433K
Aaron Wealth Advisors LLC 0.04% Reduce -4.5% 1,196 $427K
Shelton Capital Management 0.01% Reduce -1.2% 1,196 $427K
FineMark National Bank & Trust 0.01% Add +0.7% 1,179 $421K
Sapient Capital LLC 0.01% Reduce -0.8% 1,178 $420K
VSM Wealth Advisory, LLC 0.14% No change 1,155 $412K
O'Brien Greene & Co. Inc 0.13% No change 1,151 $411K
Bfsg, LLC 0.05% No change 1,133 $404K
Annandale Capital, LLC 0.07% No change 1,123 $401K
Nwam LLC 0.02% Add +1.5% 1,121 $400K
Wealthstream Advisors, Inc. 0.07% Add +13.1% 1,119 $399K
Jacobi Capital Management LLC 0.03% Add +108.2% 1,116 $398K
Intrust Bank NA 0.04% Add +22.4% 1,113 $397K
Smartleaf Asset Management LLC 0.03% Reduce -30.3% 1,118 $394K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -0.9% 1,105 $394K
CI Investments Inc. 0.00% Add +25.2% 1,078 $385K
FreeGulliver LLC 0.18% Reduce -3.7% 1,077 $384K
Delta Investment Management, LLC 0.07% Add +2.2% 1,076 $384K
J.Safra Asset Management Corp 0.03% No change 1,073 $383K
Penserra Capital Management LLC 0.01% Reduce -72.6% 1,073 $382K
Wrapmanager Inc. 0.09% Reduce -13.9% 1,068 $381K
IFC Advisors LLC 0.07% Reduce -8.6% 1,068 $381K
Kestra Private Wealth Services, LLC 0.01% Reduce -14.1% 1,063 $379K
Fox Run Management, L.L.C. 0.06% New 1,061 $379K
Spirepoint Private Client, LLC 0.04% No change 1,052 $375K
Weaver Consulting Group 0.10% Reduce -6.1% 1,047 $374K
Sandy Cove Advisors, LLC 0.13% Reduce -4.6% 1,044 $372K
Ascentis Wealth Management, LLC 0.10% Add +14.8% 1,042 $372K
Newman Dignan & Sheerar, Inc. 0.09% Reduce -0.9% 1,041 $371K
Pinnacle Associates Ltd. 0.01% Add +19.6% 1,038 $370K
MPS Loria Financial Planners, LLC 0.11% No change 1,030 $367K
Cynosure Group, LLC 0.04% New 1,028 $367K
Inspirion Wealth Advisors, LLC 0.05% Reduce -8.9% 1,027 $366K
True North Advisors, LLC 0.07% Add +38.3% 1,011 $361K
Alta Advisers Ltd 0.13% No change 1,010 $360K
EverSource Wealth Advisors, LLC 0.02% Add +9.7% 1,009 $360K
Chicago Partners Investment Group LLC 0.01% Reduce -1.9% 1,006 $359K
Los Angeles Capital Management LLC 0.00% Reduce -57.5% 1,007 $359K
Grassi Investment Management 0.03% Reduce -28.6% 1,000 $357K
Optimum Investment Advisors 0.15% No change 1,000 $357K
BlackDiamond Wealth Management, LLC 0.21% Reduce -2.1% 996 $356K
Evergreen Capital Management LLC 0.01% Add +1.3% 992 $354K
Creekside Partners 0.17% No change 982 $350K
Csenge Advisory Group 0.02% Reduce -21.9% 937 $349K
Fiduciary Trust Co 0.00% Add +3.6% 977 $349K
Ellevest, Inc. 0.06% Reduce -6.1% 977 $349K
FDx Advisors, Inc. 0.11% Reduce -5.4% 976 $348K
City National Bank of Florida 0.25% Add +0.1% 970 $346K
Smith, Moore & Co. 0.03% No change 968 $345K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -1.4% 965 $344K
West Paces Advisors Inc. 0.07% No change 959 $342K
Cornerstone Wealth Group, LLC 0.03% Add +2.7% 957 $341K
JFS Wealth Advisors, LLC 0.02% Reduce -1.0% 957 $341K
Empower Advisory Group, LLC 0.00% Reduce -0.2% 950 $339K
waypoint wealth counsel 0.17% Add +0.6% 943 $336K
Choate Investment Advisors 0.01% Reduce -0.6% 939 $335K
Castleview Partners, LLC 0.21% Add +3.1% 937 $334K
L2 Asset Management, LLC 0.05% Add +5.0% 936 $334K
Pioneer Trust Bank N A 0.08% No change 919 $328K
Sumitomo Life Insurance Co. 0.02% Reduce -70.1% 913 $326K
Legacy Financial Advisors, Inc. 0.05% Reduce -5.6% 912 $325K
Todd Asset Management LLC 0.01% Reduce -0.2% 912 $325K
Cobblestone Capital Advisors LLC 0.02% Reduce -0.3% 912 $325K
Linscomb Wealth, Inc. 0.01% Reduce -48.2% 912 $325K
ICONIQ Capital, LLC 0.01% Reduce -7.9% 910 $325K
Everhart Financial Group, Inc. 0.04% Add +1.2% 909 $324K
Old Mission Investment Co LLC 0.09% No change 905 $323K
Abacus Planning Group, Inc. 0.05% Reduce -12.2% 904 $323K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 901 $321K
RiverGlades Family Offices LLC 0.21% No change 900 $321K
Westbourne Investment Advisors, Inc. 0.10% No change 900 $321K
Baldwin Investment Management, LLC 0.04% No change 900 $321K
Maripau Wealth Management LLC 0.16% Add +15.7% 897 $320K
Argent Trust Co 0.01% Reduce -3.6% 892 $318K
Integrated Advisors Network LLC 0.01% Reduce -1.4% 891 $318K
Keel Point, LLC 0.02% Reduce -5.9% 890 $318K
Retirement Planning Group, LLC 0.01% Reduce -4.8% 889 $317K
Tanager Wealth Management LLP 0.04% Reduce -3.6% 872 $311K
Trivium Point Advisory, LLC 0.03% Reduce -3.5% 861 $307K
Kohmann Bosshard Financial Services, LLC 0.03% No change 859 $306K
Engineers Gate Manager LP 0.00% Reduce -95.6% 851 $304K
Guyasuta Investment Advisors Inc. 0.02% No change 850 $303K
Advisory Services Network, LLC 0.00% Add +12.2% 848 $302K
Sowell Financial Services LLC 0.01% Add +29.8% 846 $302K
Great Lakes Advisors, LLC 0.00% Reduce -0.4% 838 $299K
First National Bank of Hutchinson 0.18% Add +5.2% 828 $295K
Quantum Portfolio Management LLC 0.14% Add +15.8% 828 $295K
Aspen Grove Capital, LLC 0.05% Add +25.3% 821 $293K
J. Safra Sarasin Holding AG 0.01% New 819 $292K
Welch & Forbes LLC 0.00% Reduce -0.3% 813 $290K
Heritage Wealth Advisors 0.01% No change 811 $289K
Blue Trust, Inc. 0.00% Reduce -9.9% 806 $287K
Exchange Bank 0.23% Reduce -2.9% 805 $287K
Connors Investor Services Inc. 0.03% No change 800 $285K
RVW Wealth, LLC 0.02% No change 800 $285K
Balefire, LLC 0.06% New 794 $283K
Trust Co. of Oklahoma 0.09% Reduce -13.1% 793 $283K
Inspire Advisors, LLC 0.03% No change 790 $282K
Mutual Advisors, LLC 0.01% Add +17.6% 754 $281K
Broadway Wealth Solutions, Inc. 0.17% Add +2.2% 787 $281K
Rwa Wealth Partners, LLC 0.00% Add +11.2% 784 $280K
Apella Capital, LLC 0.01% Add +2.1% 786 $278K
Flower City Capital 0.16% Reduce -10.0% 774 $276K
Fisher Asset Management 0.00% New 772 $276K
Flaharty Asset Management, LLC 0.04% No change 768 $274K
Quadcap Wealth Management, LLC 0.03% Reduce -1.7% 763 $272K
Dynamic Financial Group 0.26% No change 762 $272K
Moors & Cabot, Inc. 0.01% Reduce -7.4% 761 $271K
Blue Barn Wealth, LLC 0.13% Reduce -6.3% 758 $270K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 757 $270K
Net Worth Advisory Group 0.06% Add +3.9% 755 $269K
Signal Advisors Wealth, LLC 0.02% Reduce -4.1% 754 $269K
Watts Gwilliam & Co., LLC 0.04% No change 762 $269K
Garrison Point Advisors, LLC 0.12% No change 753 $269K
TRUE Private Wealth Advisors 0.03% Reduce -3.0% 746 $266K
New Capital Management LP 0.07% No change 741 $264K
Van Hulzen Asset Management, LLC 0.02% Reduce -15.9% 740 $264K
Wexford Capital LP 0.07% Reduce -26.0% 740 $264K
Seed Wealth Management, Inc. 0.20% New 737 $263K
Avestar Capital, LLC 0.02% Reduce -10.2% 737 $263K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +8.6% 736 $263K
Fullcircle Wealth LLC 0.10% Add +0.3% 727 $262K
FSM Wealth Advisors, LLC 0.04% Reduce -3.5% 738 $261K
Penobscot Investment Management Company, Inc. 0.02% Reduce -2.0% 730 $260K
Norris Perne & French LLP 0.02% Add +7.3% 730 $260K
Alpine Bank Wealth Management 0.04% No change 725 $259K
Venture Visionary Partners LLC 0.01% Reduce -0.8% 722 $258K
AE Wealth Management LLC 0.00% Add +24.1% 721 $257K
Camden National Bank 0.04% Reduce -3.5% 721 $257K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -9.0% 720 $257K
Leslie Global Wealth, LLC 0.14% Reduce -3.1% 718 $256K
River Wealth Advisors LLC 0.03% Reduce -0.1% 718 $256K
One Wealth Advisors, LLC 0.04% Reduce -4.2% 715 $255K
Clifford Group, LLC 0.21% No change 710 $253K
McLean Asset Management Corp 0.07% Add +1.7% 721 $253K
Nilsine Partners, LLC 0.03% Reduce -16.0% 705 $252K
Harris Associates (Oakmark Funds) 0.00% New 699 $249K
Carr Financial Group Corp 0.07% Add +2.7% 694 $248K
ING Groep NV 0.00% New 694 $248K
Wealth Alliance, LLC 0.03% Reduce -11.3% 693 $247K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -31.6% 690 $246K
Alpha Family Trust 0.12% No change 690 $246K
Granite Group Advisors, LLC 0.15% No change 689 $246K
Fragasso Financial Advisors Inc 0.02% Add +0.7% 687 $245K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -73.4% 684 $244K
Savvy Advisors, Inc. 0.02% New 675 $241K
Concurrent Investment Advisors, LLC 0.00% Add +3.7% 674 $240K
Asset Dedication, LLC 0.02% No change 673 $240K
Kingsview Wealth Management, LLC 0.00% Add +0.9% 665 $237K
Vest Financial, LLC 0.00% Add +16.1% 662 $236K
Hopwood Financial Services, Inc. 0.18% No change 660 $235K
Avalon Capital Management 0.06% New 660 $235K
Legacies Wealth LLC 0.16% No change 659 $235K
MBB Public Markets I LLC 0.03% Reduce -18.8% 658 $235K
REAP Financial Group, LLC 0.05% Add +0.1% 656 $234K
Bison Wealth, LLC 0.02% Add +0.1% 656 $234K
Center for Financial Planning, Inc. 0.03% No change 653 $233K
Uhlmann Price Securities, LLC 0.17% No change 651 $232K
Goldstream Capital Management Ltd 0.10% No change 649 $232K
Hilltop National Bank 0.06% — 649 $232K
Matrix Asset Advisors Inc. 0.02% No change 648 $231K
Sentry Investment Management LLC 0.13% No change 652 $231K
ARS Investment Partners, LLC 0.02% New 645 $230K
Stevens Capital Management LP 0.06% New 645 $230K
Chancellor Financial Group WB LP 0.18% No change 642 $229K
Beacon Investment Advisory Services, Inc. 0.01% New 639 $228K
MUFG Securities EMEA plc 0.01% New 637 $227K
Federated Hermes, Inc. 0.00% Reduce -33.8% 635 $227K
Seeds Investor LLC 0.05% Reduce -22.5% 630 $225K
SVB Wealth LLC 0.01% Reduce -58.3% 629 $224K
Waddell & Associates, LLC 0.02% No change 629 $224K
Dover Advisors, LLC 0.10% No change 625 $223K
Geneos Wealth Management Inc. 0.01% Add +23.8% 624 $223K
Community Bank & Trust, Waco, Texas 0.05% Add +0.3% 623 $222K
Gitterman Wealth Management, LLC 0.05% Reduce -40.3% 622 $222K
Balentine LLC 0.01% Reduce -12.8% 622 $222K
Stonebrook Private Inc. 0.05% Add +9.5% 621 $222K
Bar Harbor Wealth Management 0.01% Reduce -19.2% 620 $221K
Main Street Research LLC 0.01% Reduce -0.3% 620 $221K
Calydon Capital 0.02% New 618 $221K
Benjamin Edwards Inc. 0.00% New 618 $220K
LRI Investments, LLC 0.02% Add +2.9% 614 $219K
American Trust 0.02% New 614 $219K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.7% 612 $218K
Canopy Partners, LLC 0.08% Add +0.7% 611 $218K
Blueshift Asset Management, LLC 0.07% New 611 $218K
Northeast Financial Consultants Inc 0.01% No change 610 $218K
Lewis Asset Management, LLC 0.10% New 609 $217K
McDonald Partners LLC 0.05% No change 608 $217K
Abel Hall, LLC 0.10% New 607 $217K
Verus Capital Partners, LLC 0.02% No change 605 $216K
KCM Investment Advisors LLC 0.01% Reduce -1.1% 602 $215K
Port Capital LLC 0.01% No change 600 $214K
Flagship Harbor Advisors, LLC 0.01% Add +0.2% 599 $214K
Cornerstone Advisory, LLC 0.02% Reduce -0.8% 598 $213K
TCI Wealth Advisors, Inc. 0.01% No change 592 $211K
Hemenway Trust Co LLC 0.02% Reduce -5.5% 590 $210K
Genesis Private Wealth, LLC 0.10% Reduce -15.6% 589 $210K
Natural Investments, LLC 0.05% New 589 $210K
Cromwell Holdings LLC 0.13% No change 588 $210K
Trust Point Inc. 0.02% Reduce -6.5% 588 $210K
Sunpointe, LLC 0.08% Reduce -0.5% 593 $210K
Westpac Banking Corp. 0.01% Reduce -3.5% 587 $209K
HCR Wealth Advisors 0.02% Reduce -14.0% 582 $208K
Mill Creek Capital Advisors, LLC 0.00% Reduce -13.9% 581 $207K
Bantamac Capital, LLC 0.07% No change 578 $206K
Focus Financial Network, Inc. 0.01% Add +5.7% 577 $206K
Grove Street Fiduciary, LLC 0.10% No change 576 $205K
Colonial Trust Advisors 0.02% No change 575 $205K
Acorn Creek Capital LLC 0.09% Reduce -2.9% 574 $205K
CYBER HORNET ETFs LLC 0.15% Reduce -0.5% 571 $204K
D'Orazio & Associates, Inc. 0.03% Reduce -2.1% 566 $202K
Carolina Wealth Advisors, LLC 0.10% No change 557 $199K
High Note Wealth, LLC 0.04% Reduce -0.6% 546 $195K
GeoWealth Management, LLC 0.01% Reduce -3.6% 536 $191K
IFP Advisors, Inc 0.01% Reduce -66.3% 100 $191K
Principal Securities, Inc. 0.00% Reduce -81.3% 512 $183K
First Horizon Advisors, Inc. 0.00% Reduce -2.3% 502 $179K
Financial Gravity Companies, Inc. 0.04% — 501 $179K
Addison Advisors LLC 0.04% No change 500 $178K
Neo Ivy Capital Management 0.06% New 497 $177K
Financial Freedom, LLC 0.09% No change 492 $175K
Smithfield Trust Co 0.01% Reduce -6.4% 466 $164K
Opal Wealth Advisors, LLC 0.05% Reduce -4.0% 458 $163K
Oakworth Capital, Inc. 0.01% Add +12.4% 452 $161K
Capital Analysts, LLC 0.01% Reduce -26.7% 450 $161K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +1.1% 444 $158K
Manchester Capital Management LLC 0.02% Add +0.7% 442 $158K
Advisors Asset Management, Inc. 0.00% Reduce -15.0% 435 $155K
Boreal Capital Management LLC 0.15% — 434 $155K
Salem Investment Counselors Inc. 0.00% Reduce -2.3% 425 $152K
American National Bank & Trust 0.01% No change 409 $146K
Rossby Financial, LCC 0.05% Add +9.1% 406 $145K
CVA Family Office, LLC 0.02% Reduce -4.5% 401 $143K
Matrix Trust Co 0.02% Add +7.1% 394 $141K
Exchange Traded Concepts, LLC 0.00% Add +32.5% 367 $131K
Eastern Bank 0.00% No change 351 $125K
Versant Capital Management, Inc 0.02% Reduce -28.8% 344 $123K
S&T Bank 0.04% No change 336 $120K
Spire Wealth Management 0.00% Reduce -24.7% 314 $112K
Kiker Wealth Management, LLC 0.06% No change 300 $107K
Horizon Bancorp Inc. 0.05% No change 290 $103K
Harbor Investment Advisory, LLC 0.01% No change 281 $100K
Ameritas Advisory Services, LLC 0.01% New 275 $98K
Golden State Wealth Management, LLC 0.01% No change 268 $96K
Hemington Wealth Management 0.01% Reduce -7.0% 251 $89K
Ameriflex Group, Inc. 0.05% No change 250 $88K
Trust Co. of Vermont 0.00% No change 242 $86K
Cary Street Partners Investment Advisory LLC 0.04% Add +10.2% 237 $85K
Andra AP-fonden 0.00% New 227 $81K
IMA Advisory Services, Inc. 0.01% Add +0.5% 223 $80K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 205 $73K
Optiver Holding B.V. 0.00% Reduce -39.0% 202 $72K
Lavaca Capital LLC 0.03% No change 200 $71K
Arlington Trust Co LLC 0.01% No change 200 $71K
Alerus Financial NA 0.01% New 200 $71K
Rosenberg Matthew Hamilton 0.02% No change 199 $71K
ORG Partners LLC 0.01% Add +3100.0% 192 $69K
AdvisorNet Financial, Inc 0.00% Add +12.6% 188 $67K
Hollencrest Capital Management 0.00% No change 185 $66K
Pin Oak Investment Advisors Inc. 0.05% New 162 $64K
Orion Capital Management LLC 0.02% No change 176 $63K
Harbour Investments, Inc. 0.00% Add +2.3% 175 $62K
Maseco LLP 0.00% — 172 $61K
NewSquare Capital LLC 0.00% Add +193.1% 170 $61K
Nemes Rush Group LLC 0.01% No change 155 $55K
First United Bank & Trust 0.02% No change 150 $54K
Dagco, Inc. 0.01% No change 150 $54K
Summit Securities Group LLC 0.02% New 145 $52K
Farmers & Merchants Investments Inc. 0.00% No change 144 $51K
Sagard Holdings Management Inc. 0.14% — 142 $51K
Financial Network Wealth Advisors LLC 0.06% No change 139 $50K
Elevation Wealth Partners, LLC 0.02% Add +16.0% 138 $49K
Boyd Watterson Asset Management LLC 0.02% No change 138 $49K
Coston, McIsaac & Partners 0.01% No change 140 $49K
Meeder Asset Management Inc. 0.00% Add +19.6% 134 $48K
Rise Advisors, LLC 0.02% Add +0.8% 131 $47K
Frazier Financial Advisors, LLC 0.03% Add +11.3% 118 $42K
Prestige Wealth Management Group LLC 0.01% No change 116 $41K
GW&K Investment Management, LLC 0.00% Add +3.6% 115 $41K
SouthState Bank Corp 0.00% Reduce -72.3% 114 $41K
Mascoma Wealth Management LLC 0.01% No change 111 $40K
Centricity Wealth Management, LLC 0.03% No change 108 $39K
Bell Investment Advisors, Inc 0.01% Reduce -1.9% 105 $37K
Garde Capital, Inc. 0.00% No change 105 $37K
Covestor Ltd 0.02% Reduce -0.9% 104 $37K
Twin Peaks Wealth Advisors, LLC 0.01% New 102 $37K
Bruce G. Allen Investments, LLC 0.03% Reduce -43.3% 102 $36K
Accent Capital Management, LLC 0.02% No change 101 $36K
Medallion Wealth Advisors, LLC 0.01% No change 100 $36K
Tsfg, LLC 0.01% No change 92 $33K
Pinnacle Bancorp, Inc. 0.01% Add +56.9% 91 $32K
Millstone Evans Group, LLC 0.02% No change 90 $32K
Trust Co. of Toledo NA 0.00% New 90 $32K
Atlantic Union Bankshares Corp 0.00% New 87 $31K
HHM Wealth Advisors, LLC 0.00% No change 82 $29K
Anchor Investment Management, LLC 0.00% No change 80 $29K
Washington Trust Advisors, Inc. 0.00% Add +23.7% 73 $26K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.5% 72 $26K
Rational Advisors, Inc. 0.00% New 72 $26K
Headlands Technologies LLC 0.00% Reduce -91.1% 69 $25K
Key Financial Inc 0.00% New 66 $24K
Redmont Wealth Advisors LLC 0.03% New 64 $23K
Union Savings Bank 0.01% Reduce -7.3% 64 $23K
Access Investment Management LLC 0.01% — 62 $22K
SOA Wealth Advisors, LLC. 0.00% Reduce -17.1% 58 $21K
St Germain D J Co. Inc. 0.00% No change 57 $20K
Hughes Financial Services, LLC 0.00% Reduce -8.3% 55 $20K
Sit Investment Associates Inc. 0.00% No change 54 $19K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 52 $19K
Tortoise Investment Management, LLC 0.00% Add +13.0% 52 $19K
Aspect Partners, LLC 0.01% Reduce -4.2% 46 $16K
Howard Hughes Medical Institute 0.01% New 46 $16K
Bank of New Hampshire 0.00% No change 45 $16K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -11.3% 47 $16K
Clearstead Trust, LLC 0.00% Add +22.9% 43 $15K
Valley National Advisers Inc. 0.00% Reduce -4.4% 43 $15K
Fortitude Family Office, LLC 0.01% Add +31.3% 42 $15K
McIlrath & Eck, LLC 0.00% No change 42 $15K
GPS Wealth Strategies Group, LLC 0.00% Add +8.1% 40 $14K
United Community Bank 0.00% No change 40 $14K
Riggs Asset Managment Co. Inc. 0.00% Add +1800.0% 38 $14K
Raffa Wealth Management, LLC 0.00% Reduce -12.2% 36 $13K
Princeton Global Asset Management LLC 0.00% New 36 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Add +133.3% 35 $12K
Westside Investment Management, Inc. 0.00% Add +400.0% 35 $12K
Whipplewood Advisors, LLC 0.01% Reduce -46.1% 35 $12K
Caitong International Asset Management Co., Ltd 0.01% New 34 $12K
Solstein Capital, LLC 0.01% New 34 $12K
SBI Securities Co., Ltd. 0.00% Add +88.9% 34 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 33 $12K
Kilter Group LLC 0.01% New 30 $11K
Coastline Trust Co 0.00% No change 30 $11K
Armstrong Advisory Group, Inc. 0.00% No change 28 $10K
Financial Management Professionals, Inc. 0.00% No change 28 $10K
Activest Wealth Management 0.00% Reduce -43.2% 25 $9K
Sunbelt Securities, Inc. 0.00% Add +4.3% 24 $9K
Abound Wealth Management 0.00% Reduce -7.7% 24 $9K
Bare Financial Services, Inc 0.00% Add +300.0% 24 $9K
CoreCap Advisors, LLC 0.00% Reduce -38.5% 24 $9K
Physician Wealth Advisors, Inc. 0.00% Add +4.5% 23 $8K
Glen Eagle Advisors, LLC 0.00% No change 23 $8K
Beacon Capital Management, LLC 0.00% No change 21 $8K
Principia Wealth Advisory, LLC 0.01% Add +200.0% 21 $7K
Sierra Ocean, LLC 0.01% No change 21 $7K
Sachetta, LLC 0.00% Add +23.5% 21 $7K
Kings Path Partners LLC 0.00% No change 21 $7K
First Pacific Financial 0.00% Add +42.9% 20 $7K
DT Investment Partners, LLC 0.00% No change 20 $7K
Cornerstone Planning Group LLC 0.00% Reduce -50.0% 18 $7K
Avion Wealth 0.00% Add +18.8% 19 $6K
Dunhill Financial, LLC 0.00% No change 16 $6K
Valued Wealth Advisors LLC 0.00% Reduce -5.9% 16 $6K
Albion Financial Group 0.00% No change 16 $6K
Fairman Group, LLC 0.00% No change 16 $6K
SRH Advisors, LLC 0.00% No change 16 $6K
Creative Financial Designs Inc. 0.00% No change 16 $6K
Battery Global Advisors, LLC 0.00% No change 15 $5K
PFS Partners, LLC 0.00% No change 15 $5K
WPG Advisers, LLC 0.00% Add +7.1% 15 $5K
Colonial Trust Co / SC 0.00% Reduce -74.1% 14 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +27.3% 14 $5K
IMG Wealth Management, Inc. 0.00% New 13 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 13 $5K
Crews Bank & Trust 0.00% No change 13 $5K
Mendota Financial Group, LLC 0.00% No change 12 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $4K
Clark Wealth Partners 0.00% No change 12 $4K
Webster Bank, N. A. 0.00% New 12 $4K
Dogwood Wealth Management LLC 0.00% Add +200.0% 12 $4K
Nova Wealth Management, Inc. 0.00% New 12 $4K
GFG Capital, LLC 0.00% New 11 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 11 $4K
NFSG Corp 0.00% No change 10 $4K
Park Square Financial Group, LLC 0.00% Reduce -56.5% 10 $4K
CBIZ Investment Advisory Services, LLC 0.00% Add +100.0% 10 $4K
DecisionPoint Financial, LLC 0.00% Add +80.0% 9 $3K
Wealth Preservation Advisors, LLC 0.00% No change 9 $3K
New Millennium Group LLC 0.00% No change 9 $3K
True Wealth Design, LLC 0.00% Add +12.5% 9 $3K
TFC Financial Management, Inc. 0.00% No change 8 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 8 $3K
Country Trust Bank 0.00% No change 8 $3K
HighMark Wealth Management LLC 0.00% No change 7 $3K
MPWM Advisory Solutions, LLC 0.00% No change 7 $2K
Core Alternative Capital 0.00% No change 7 $2K
TD Capital Management LLC 0.00% No change 6 $2K
WealthTrak Capital Management LLC 0.00% Reduce -33.3% 6 $2K
Highline Wealth Partners LLC 0.00% Reduce -40.0% 6 $2K
Nvwm, LLC 0.00% No change 6 $2K
Redwood Park Advisors LLC 0.00% No change 5 $2K
American Capital Advisory, LLC 0.00% Add +150.0% 5 $2K
Tidemark, LLC 0.00% New 5 $2K
Morse Asset Management, Inc 0.00% New 5 $2K
SJS Investment Consulting Inc. 0.00% Reduce -37.5% 5 $2K
WestEnd Advisors, LLC 0.00% Reduce -16.7% 5 $2K
Pacifica Partners Inc. 0.00% No change 5 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $1K
Wolff Wiese Magana LLC 0.00% No change 4 $1K
Quaker Wealth Management, LLC 0.00% — 4 $1K
Rialto Wealth Management, LLC 0.00% Add +300.0% 4 $1K
PayPay Securities Corp 0.07% Add +100.0% 4 $1K
Binnacle Investments Inc 0.00% No change 4 $1K
Total Investment Management Inc. 0.00% New 4 $1K
Bartlett & Co. Wealth Management LLC 0.00% Add +300.0% 4 $1K
Stephens Consulting, LLC 0.00% New 3 $1K
Parkworth Wealth Management, Inc. 0.00% Add +50.0% 3 $1K
HFM Investment Advisors, LLC 0.00% Add +200.0% 3 $1K
Clean Yield Group 0.00% No change 3 $1K
Proathlete Wealth Management LLC 0.00% New 3 $1K
Contravisory Investment Management, Inc. 0.00% No change 3 $1K
PEAK6 LLC 0.00% Add +50.0% 3 $987
Richardson Financial Services Inc. 0.00% Reduce -95.1% 2 $714
Essential Partners LLC 0.00% — 2 $714
Bogart Wealth, LLC 0.00% Reduce -89.5% 2 $714
Sound Income Strategies, LLC 0.00% New 2 $714
Quest 10 Wealth Builders, Inc. 0.00% No change 1 $407
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $357
Hara Capital LLC 0.00% No change 1 $357
Brown, Lisle/Cummings, Inc. 0.00% No change 1 $357
Tradewinds Capital Management, LLC 0.00% No change 1 $357
Scarborough Advisors, LLC 0.00% New 1 $357
Y.D. More Investments Ltd 0.00% Reduce -35.1% 198 $207

"% of holder's portfolio" is AON's weight in each manager's 13F, not the share of Aon PLC Class A the manager owns.