Aon PLC Class AAON

13F holders, Q4 2025 (December 31)
1,279holders +33
87new positions
96sold out
14famous investors
$352.67avg. 13F price*

At the end of Q4 2025, 1,279 institutions reported holding Aon PLC Class A (AON) in their 13F filings, up 33 from Q3 2025. 87 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($7.1B), BlackRock, Inc. ($5.7B) and Capital World Investors ($4.3B). 14 famous investors held it, including Andreas Halvorsen (0.7% of Viking Global Investors's portfolio), Warren Buffett (0.5% of Berkshire Hathaway's portfolio) and Tom Gayner (0.4% of Markel Group'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions87$341.8M
Exits96$220.5M

All 13F filers, Q3 2025 → Q4 2025: 13,649,084 shares bought and 13,790,614 shares sold, net −141,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,279 holders

Vanguard Group Inc. 0.10% Add +1.0% 20,171,049 $7.1B
BlackRock, Inc. 0.10% Add +2.5% 16,236,934 $5.7B
Capital World Investors 0.59% Add +1.5% 12,252,904 $4.3B
State Street Corp. 0.11% Reduce -0.3% 9,203,973 $3.2B
Massachusetts Financial Services Co. 0.97% Reduce -2.4% 8,545,036 $3.0B
Dodge & Cox 1.50% Add +126.6% 7,852,456 $2.8B
Morgan Stanley 0.12% Reduce -9.2% 5,570,506 $2.0B
Geode Capital Management, LLC 0.11% Add +0.6% 5,141,363 $1.8B
Berkshire Hathaway 0.46% Reduce -12.1% 3,602,995 $1.3B
Bank of New York Mellon Corp 0.22% Reduce -6.4% 3,479,061 $1.2B
Norges Bank 0.12% — 3,275,848 $1.2B
JPMorgan Chase & Co. 0.08% Reduce -4.6% 3,192,216 $1.1B
Farallon Capital Management, L.L.C. 4.89% Add +17.0% 2,665,238 $940.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.75% Add +8947.7% 2,415,006 $852.2M
Eagle Capital Management LLC 2.49% Reduce -0.7% 2,269,414 $800.8M
Independent Franchise Partners LLP 4.75% Add +0.9% 2,115,523 $746.5M
Northern Trust Corp. 0.09% Reduce -5.1% 2,099,652 $740.9M
WCM Investment Management, LLC 1.46% Reduce -2.5% 1,986,128 $708.0M
Veritas Asset Management LLP 7.19% Reduce -3.0% 1,992,453 $703.1M
Polen Capital Management LLC 2.78% Reduce -25.9% 1,846,294 $651.5M
Neuberger Berman Group LLC 0.47% Reduce -22.6% 1,804,303 $636.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.42% Reduce -0.6% 1,812,888 $624.1M
Boston Partners 0.60% Reduce -4.5% 1,635,007 $576.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.89% Add +2.1% 1,596,315 $563.3M
Mawer Investment Management Ltd. 2.92% Reduce -40.9% 1,477,693 $521.4M
Goldman Sachs Group Inc. 0.07% Add +7.5% 1,409,797 $497.5M
Bank of America Corp. 0.04% Reduce -5.2% 1,360,588 $480.1M
Legal & General Group Plc 0.11% Reduce -4.3% 1,350,069 $476.4M
FMR LLC 0.02% Add +129.9% 1,341,164 $473.3M
Invesco Ltd. 0.04% Add +6.9% 1,336,129 $471.5M
Charles Schwab Investment Management Inc. 0.07% Add +1.2% 1,310,740 $462.5M
Lazard Asset Management LLC 0.77% Add +2.0% 1,286,072 $453.8M
Capital International Investors 0.07% Reduce -28.5% 1,255,765 $443.4M
Cantillon Capital Management LLC 2.37% Add +0.8% 1,243,018 $438.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -5.0% 1,239,308 $437.3M
Sustainable Growth Advisers, LP 2.99% Reduce -7.3% 1,221,467 $431.0M
Amundi 0.13% Reduce -12.0% 1,217,341 $429.6M
Artisan Partners Limited Partnership 0.60% Reduce -11.8% 1,117,428 $394.3M
Ameriprise Financial Inc. 0.09% Reduce -6.2% 1,108,214 $391.1M
Longview Partners (Guernsey) LTD 4.07% Reduce -4.4% 1,105,784 $390.2M
Dimensional Fund Advisors LP 0.08% Add +10.3% 1,040,718 $367.3M
Royal Bank of Canada 0.06% Add +0.9% 954,748 $336.9M
FIL Ltd 0.23% Reduce -4.8% 883,757 $311.9M
UBS Group AG 0.06% Reduce -31.4% 820,117 $289.4M
Nuveen, LLC 0.07% Reduce -22.9% 808,183 $285.2M
Deutsche Bank AG 0.09% Add +29.9% 795,630 $280.8M
Viking Global Investors 0.73% Reduce -44.6% 783,650 $276.5M
Vontobel Holding Ltd. 0.88% Reduce -14.5% 760,139 $268.2M
USS Investment Management Ltd 1.19% Add +6.4% 681,743 $240.6M
First Pacific Advisors, LP 3.11% Add +0.3% 656,531 $231.7M
Altrinsic Global Advisors LLC 8.24% Reduce -4.6% 651,207 $229.8M
Southpoint Capital Advisors LP 5.33% New 650,000 $229.4M
Millennium Management 0.17% Add +28.3% 636,922 $224.8M
California Public Employees Retirement System 0.12% Reduce -14.1% 608,213 $214.6M
Adage Capital Partners Gp, L.L.C. 0.32% Reduce -6.1% 606,569 $214.0M
Barclays PLC 0.08% Reduce -12.6% 588,544 $207.7M
T. Rowe Price Associates Inc. 0.02% Reduce -5.8% 578,391 $204.1M
OMERS ADMINISTRATION Corp 1.43% Reduce -5.6% 567,479 $200.3M
Swiss National Bank 0.12% Reduce -5.1% 561,340 $198.1M
Focus Partners Wealth 0.22% Add +396.1% 546,204 $192.8M
Fiera Capital Corp 0.60% Reduce -2.9% 533,582 $188.3M
Blair William & Co. 0.47% Reduce -6.3% 496,307 $175.1M
National Pension Service 0.12% Add +12.4% 472,500 $166.7M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -3.5% 470,902 $166.2M
Voya Investment Management LLC 0.19% Reduce -16.9% 466,216 $164.5M
Sei Investments Co. 0.16% Add +24.4% 461,800 $163.0M
Arrowstreet Capital, Limited Partnership 0.09% Add +157.8% 456,552 $161.1M
Citadel Advisors 0.11% Reduce -51.3% 442,286 $156.1M
C WorldWide Group Holding A/S 2.66% Reduce -16.5% 432,180 $152.5M
AQR Capital Management 0.08% Add +276.1% 430,173 $151.8M
BNP Paribas Financial Markets 0.10% Add +78.3% 422,064 $148.9M
Douglass Winthrop Advisors, LLC 2.42% Reduce -2.3% 392,615 $138.5M
Balyasny Asset Management L.P. 0.27% Reduce -54.3% 387,013 $136.6M
Rhumbline Advisers 0.11% Reduce -2.8% 383,823 $135.4M
Haverford Trust Co 1.10% Reduce -7.6% 351,168 $123.9M
Envestnet Asset Management Inc. 0.04% Reduce -16.7% 344,312 $121.5M
Bowie Capital Management, LLC 5.01% Reduce -3.6% 344,149 $121.4M
Wells Fargo & Company 0.02% Reduce -8.6% 340,049 $120.0M
Natixis Advisors, LLC 0.17% Reduce -6.0% 334,511 $118.0M
Aviva PLC 0.20% Add +2.0% 333,454 $117.7M
Mackenzie Financial Corp. 0.14% Reduce -28.7% 328,701 $116.9M
California State Teachers Retirement System 0.11% Reduce -2.2% 318,341 $112.3M
Bank of Montreal 0.05% Reduce -22.3% 315,972 $111.5M
Russell Investments Group, Ltd. 0.12% Add +4.4% 306,498 $108.2M
Cryder Capital Partners LLP 6.15% Add +27.6% 295,151 $104.2M
Franklin Resources Inc. 0.03% Add +271.1% 290,264 $102.4M
Bristol John W & Co. Inc. 1.55% Add +16.9% 286,128 $101.0M
Wealthspire Advisors, LLC 0.77% Add +18.5% 273,596 $96.5M
Lord, Abbett & Co. LLC 0.31% Add +9.2% 272,046 $96.0M
DAVENPORT & Co LLC 0.52% Reduce -0.9% 269,360 $95.3M
BloombergSen Inc. 9.79% Reduce -7.2% 262,750 $92.7M
Comgest Global Investors S.A.S. 1.61% Add +1860.3% 256,800 $90.6M
Woodline Partners LP 0.35% Reduce -8.5% 256,381 $90.5M
Principal Financial Group Inc. 0.04% Reduce -3.2% 248,481 $87.7M
Raymond James Financial Inc. 0.03% Reduce -5.3% 246,645 $87.0M
New York State Common Retirement Fund 0.11% Reduce -23.7% 242,632 $85.6M
DekaBank Deutsche Girozentrale 0.15% No change 275,444 $85.0M
Manufacturers Life Insurance Company, The 0.07% Reduce -6.2% 232,033 $81.9M
Citigroup Inc. 0.05% Reduce -7.1% 222,425 $78.5M
Weitz Investment Management, Inc. 4.58% Add +2.5% 218,735 $77.2M
Alliancebernstein L.P. 0.02% Reduce -7.3% 218,495 $77.1M
Scharf Investments, LLC 1.97% Reduce -5.4% 208,111 $73.4M
Verition Fund Management LLC 0.42% Add +0.9% 207,562 $73.2M
Ensign Peak Advisors, Inc 0.13% Reduce -10.6% 206,485 $72.9M
CapitalatWork S.A. 2.14% Add +2.9% 197,854 $69.8M
HSBC Holdings PLC 0.04% Add +3.2% 190,679 $67.7M
Gillson Capital LP 4.36% Add +34.4% 189,000 $66.7M
Point72 Asset Management 0.11% Add +3.4% 188,218 $66.4M
State Board of Administration of Florida Retirement System 0.11% Reduce -2.0% 181,412 $64.0M
Nicholas Company, Inc. 1.12% Reduce -0.0% 181,402 $64.0M
Ninety One North America, Inc. 2.52% Add +21.5% 176,485 $62.3M
Nomura Asset Management Co. Ltd. 0.15% Add +0.1% 167,846 $59.2M
GFI Investment Counsel Ltd. 6.29% Reduce -0.3% 167,162 $59.0M
Intech Investment Management LLC 0.49% Add +128.3% 156,255 $55.1M
Prana Capital Management, LP 2.00% Reduce -54.1% 156,157 $55.1M
New York State Teachers Retirement System 0.11% Reduce -0.3% 155,300 $54.8M
Aberdeen Group plc 0.08% Reduce -1.9% 153,289 $54.1M
Ycg, LLC 4.03% Add +0.1% 151,443 $53.4M
Stifel Financial Corp. 0.05% Add +0.6% 144,432 $51.0M
Petrus Trust Company, LTA 5.14% Add +5.5% 144,000 $50.8M
SG Americas Securities, LLC 0.07% Add +1640.4% 143,163 $50.5M
Storebrand Asset Management As 0.14% Reduce -1.2% 142,585 $50.3M
Moore Capital Management, LP 1.05% Reduce -34.2% 139,600 $49.3M
Ninety One UK Ltd 0.10% Add +21.2% 138,223 $48.8M
State of Tennessee, Department of Treasury 0.16% Add +2.8% 138,801 $48.5M
Markel Group 0.38% Add +3.3% 134,050 $47.3M
Davis R M Inc. 0.77% Add +0.2% 126,495 $44.6M
HM Payson & Co. 0.62% Reduce -6.1% 124,963 $44.1M
Zurich Insurance Group Ltd 0.31% Add +93.0% 124,889 $44.1M
Jefferies Financial Group Inc. 0.37% Add +2.0% 123,030 $43.4M
Danske Bank A/S 0.10% Add +2.6% 121,060 $42.7M
TCTC Holdings, LLC 1.27% Add +0.1% 120,161 $42.4M
Onex Canada Asset Management Inc. 5.86% Reduce -29.5% 119,655 $42.2M
Fiducient Advisors LLC 5.23% Reduce -54.9% 119,590 $42.2M
AMF Tjanstepension AB 0.26% Reduce -5.8% 119,466 $42.2M
Quantinno Capital Management LP 0.08% Add +59.7% 116,315 $41.0M
PNC Financial Services Group, Inc. 0.02% Reduce -2.6% 114,797 $40.5M
Teacher Retirement System of Texas 0.14% Add +11.9% 112,281 $39.6M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -0.9% 112,058 $39.5M
Cannell & Spears LLC 0.74% Add +2.5% 110,849 $39.1M
Night Owl Capital Management, LLC 4.21% Add +1.6% 108,774 $38.4M
M.D. Sass, LLC 3.02% Add +1.1% 108,531 $38.3M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -10.6% 108,472 $38.3M
State of Wisconsin Investment Board 0.09% Reduce -1.1% 108,259 $38.2M
Ironvine Capital Partners, LLC 3.80% Add +2.2% 107,680 $38.0M
Broad Run Investment Management, LLC 6.98% Reduce -0.1% 106,567 $37.6M
Korea Investment CORP 0.07% Reduce -17.2% 103,939 $36.7M
Central Securities Corp 2.84% No change 100,000 $35.3M
Nippon Life Global Investors Americas, Inc. 1.45% Add +4.5% 98,970 $34.9M
Obermeyer Wealth Partners 1.59% Reduce -2.7% 98,342 $34.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -2.2% 97,642 $34.5M
APG Asset Management N.V. 0.10% Reduce -8.2% 114,203 $34.3M
Asset Management One Co., Ltd. 0.09% Reduce -0.2% 94,545 $33.7M
Pictet Asset Management Holding SA 0.03% Add +2.1% 93,966 $33.2M
Gateway Investment Advisers LLC 0.31% Add +0.5% 93,696 $33.1M
KLP Kapitalforvaltning As 0.13% Reduce -0.7% 93,672 $33.1M
LFL Advisers, LLC 10.73% Add +2.8% 92,657 $32.7M
Advisors Capital Management, LLC 0.38% Add +1.1% 90,353 $31.9M
CIBC Asset Management Inc 0.08% Reduce -44.0% 89,600 $31.6M
Dudley & Shanley, Inc. 5.04% Add +0.1% 88,782 $31.3M
Capital International, Inc. 0.25% Reduce -8.1% 88,460 $31.2M
Treasurer of the State of North Carolina 0.10% Reduce -6.8% 87,975 $31.0M
Swedbank AB 0.03% Add +5.4% 87,409 $30.8M
Summit Trail Advisors, LLC 0.52% Reduce -23.4% 86,028 $30.4M
Royal London Asset Management Ltd. 0.06% Reduce -0.6% 85,994 $30.3M
Public Employees Retirement System of Ohio 0.09% Add +0.3% 84,663 $29.9M
Wellington Management Group LLP 0.01% Reduce -81.1% 84,227 $29.7M
Gotham Asset Management 0.10% Reduce -1.3% 81,509 $28.8M
Walleye Capital LLC 0.17% Add +14763.2% 81,153 $28.6M
Tidal Investments LLC 0.12% Reduce -33.7% 80,290 $28.3M
TD Asset Management Inc 0.02% Add +0.1% 78,161 $27.6M
Canoe Financial LP 0.37% Reduce -1.9% 77,749 $27.4M
Corient Private Wealth LP 0.04% Add +5.1% 76,111 $27.0M
Mn Services Vermogensbeheer B.V. 0.16% Add +2.8% 75,686 $26.7M
LPL Financial LLC 0.01% Add +7.3% 75,490 $26.6M
Schroder Investment Management Group 0.02% Reduce -18.4% 73,929 $26.4M
Schonfeld Strategic Advisors LLC 0.13% Reduce -38.2% 71,374 $25.2M
State of New Jersey Common Pension Fund D 0.09% Reduce -1.1% 71,293 $25.2M
Barings LLC 0.48% Add +19.2% 71,077 $25.1M
Credit Agricole S A 0.07% Add +15.8% 69,537 $24.5M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Add +8.0% 68,951 $24.3M
Cibc World Markets Corp. 0.12% — 68,101 $24.0M
Victory Capital Management Inc. 0.01% Add +1.5% 67,645 $23.9M
Handelsbanken Fonder AB 0.07% Add +9.1% 67,034 $23.7M
Alyeska Investment Group, L.P. 0.07% Reduce -73.1% 66,645 $23.5M
Capital International Sarl 0.38% Reduce -21.4% 66,641 $23.5M
STRS Ohio 0.09% Reduce -5.6% 65,582 $23.1M
Rafferty Asset Management, LLC 0.08% Reduce -8.6% 65,568 $23.1M
JLB & Associates Inc. 3.09% New 64,912 $22.9M
Saraza Management, LP 8.82% Add +3.5% 64,700 $22.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.28% Add +11.8% 63,703 $22.5M
Robeco Institutional Asset Management B.V. 0.03% Add +11.9% 63,195 $22.3M
National Bank of Canada 0.02% Reduce -61.9% 61,526 $21.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% Reduce -20.2% 61,365 $21.7M
MetLife Investment Management, LLC 0.10% Reduce -2.9% 60,797 $21.5M
Frontier Capital Management Co. LLC 0.22% Reduce -58.0% 58,593 $20.7M
Managed Asset Portfolios, LLC 2.46% Add +5.4% 57,831 $20.4M
Arizona State Retirement System 0.11% Reduce -3.8% 57,655 $20.3M
Resona Asset Management Co.,Ltd. 0.10% Reduce -6.9% 57,523 $20.3M
Avalon Trust Co 1.30% Add +43.7% 56,886 $20.1M
Czech National Bank 0.13% Add +3.5% 56,676 $20.0M
State of Michigan Retirement System 0.10% Reduce -3.6% 56,258 $19.9M
Picton Mahoney Asset Management 0.22% Add +1.0% 56,124 $19.8M
Qube Research & Technologies Ltd 0.03% Reduce -50.3% 54,770 $19.3M
Public Sector Pension Investment Board 0.07% Add +17.6% 54,744 $19.3M
Xponance LLC 0.14% Add +8.0% 54,582 $19.3M
MUFG Securities EMEA plc 0.22% Add +1220.8% 54,511 $19.2M
Abner Herrman & Brock LLC 1.95% Reduce -2.0% 54,155 $19.1M
Nisa Investment Advisors, LLC 0.06% Add +5.7% 53,802 $19.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% New 52,665 $18.6M
Caisse de depot et placement du Quebec 0.03% Reduce -28.3% 51,114 $18.0M
Ilmarinen Mutual Pension Insurance Co 0.14% Add +229.2% 50,272 $17.7M
Cullen/Frost Bankers, Inc. 0.20% Add +4.0% 50,223 $17.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -3.5% 49,995 $17.6M
Global Frontier Investments LLC 3.41% No change 49,000 $17.3M
Cibc World Market Inc. 0.03% Reduce -0.1% 48,938 $17.3M
Mariner, LLC 0.02% Add +17.1% 48,617 $17.2M
Glenmede Trust Co. NA 0.08% — 48,468 $17.1M
Bank of Nova Scotia 0.03% Reduce -18.8% 48,067 $17.0M
Forsta Ap-Fonden 0.10% Reduce -0.1% 47,960 $16.9M
Cerity Partners LLC 0.02% Add +16.8% 47,193 $16.7M
Varma Mutual Pension Insurance Co 0.10% Add +12.4% 46,100 $16.3M
Amalgamated Bank 0.12% Reduce -5.2% 45,751 $16.1M
Retirement Systems of Alabama 0.05% Reduce -0.6% 45,725 $16.1M
ProShare Advisors LLC 0.03% Add +4.8% 45,369 $16.0M
Kornitzer Capital Management Inc. 0.33% No change 44,866 $15.8M
Orion Porfolio Solutions, LLC 0.11% Reduce -16.6% 43,322 $15.3M
Capital Group Private Client Services, Inc. 0.24% Reduce -5.0% 42,571 $15.0M
D. E. Shaw & Co. 0.01% Reduce -46.5% 42,435 $15.0M
HighTower Advisors, LLC 0.02% Add +2.6% 42,030 $14.8M
GM Advisory Group, LLC 0.58% Add +0.2% 41,789 $14.7M
Allianz Asset Management GmbH 0.02% Add +194.4% 41,747 $14.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -38.6% 41,496 $14.6M
DNB Asset Management AS 0.05% Add +4.8% 41,361 $14.6M
Artemis Investment Management LLP 0.18% Add +1.0% 41,229 $14.5M
Hantz Financial Services, Inc. 0.21% Reduce -16.8% 40,270 $14.2M
Stephens Inc. 0.18% Add +0.1% 40,256 $14.2M
Corsair Capital Management, L.P. 2.34% Add +0.9% 40,101 $14.2M
Creative Planning 0.01% Add +24.7% 40,030 $14.1M
IFM Investors Pty Ltd 0.12% New 39,539 $14.0M
Pathstone Holdings, LLC 0.05% Add +4.1% 38,938 $13.7M
First Trust Advisors LP 0.01% Reduce -93.1% 38,917 $13.7M
Entropy Technologies, LP 0.74% Add +340.1% 38,629 $13.6M
Prudential Financial Inc. 0.02% Add +8.9% 37,861 $13.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +21.0% 37,552 $13.3M
KBC Group NV 0.03% Add +1.5% 36,782 $13.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +23.3% 36,348 $12.8M
Marshall Wace, LLP 0.01% Add +1.4% 35,374 $12.5M
1832 Asset Management L.P. 0.02% Reduce -8.1% 34,914 $12.3M
Utah Retirement Systems 0.12% No change 34,698 $12.2M
Sone Capital Management, LLC 0.98% Reduce -41.0% 34,302 $12.1M
Zevin Asset Management LLC 1.61% Add +4.7% 34,010 $12.0M
Daiwa Securities Group Inc. 0.04% Add +3.2% 34,010 $12.0M
NEOS Investment Management LLC 0.07% Add +8.3% 33,800 $11.9M
Capital International Ltd. 0.42% Reduce -20.9% 33,444 $11.8M
Tower Bridge Advisors 1.20% Reduce -5.4% 33,362 $11.8M
Premier Fund Managers Ltd 0.67% Reduce -8.4% 32,828 $11.7M
Oppenheimer Asset Management Inc. 0.14% Reduce -25.1% 32,952 $11.6M
Borer Denton & Associates, Inc. 3.92% Reduce -0.5% 32,944 $11.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.17% — 32,861 $11.6M
Factory Mutual Insurance Co. 0.12% Reduce -35.9% 32,700 $11.5M
Hudson Bay Capital Management LP 0.07% Add +11.7% 32,508 $11.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -55.5% 32,664 $11.4M
Police & Firemen's Retirement System of New Jersey 0.09% Reduce -4.7% 32,218 $11.4M
US Bancorp \de 0.01% Add +0.3% 31,468 $11.1M
Captrust Financial Advisors 0.02% Add +22.4% 31,191 $11.0M
Cercano Management LLC 0.41% New 30,352 $10.7M
Peapack Gladstone Financial Corp. 0.13% Reduce -0.5% 30,178 $10.7M
Williams Jones Wealth Management, LLC. 0.12% Reduce -17.4% 29,577 $10.4M
Beese Fulmer Investment Management, Inc. 0.68% Add +5.6% 29,544 $10.4M
Baird Financial Group, Inc. 0.02% Add +2.9% 29,329 $10.3M
Motco 0.93% Add +0.4% 29,073 $10.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +1.8% 28,366 $10.0M
Macquarie Group Ltd. 0.04% Add +7.2% 28,298 $10.0M
American Century Companies Inc. 0.01% Add +3.2% 28,291 $10.0M
Elo Mutual Pension Insurance Co 0.15% Add +3.5% 28,192 $9.9M
Vanguard Personalized Indexing Management, LLC 0.10% Add +1.6% 28,002 $9.9M
Motley Fool Asset Management LLC 0.38% Reduce -3.7% 27,819 $9.8M
Boston Common Asset Management, LLC 0.59% Reduce -29.8% 27,617 $9.7M
Cetera Investment Advisers 0.01% Add +1.2% 27,494 $9.7M
Ieq Capital, LLC 0.03% Add +123.4% 27,347 $9.7M
Susquehanna International Group, LLP 0.01% Reduce -54.3% 27,097 $9.6M
State of Alaska, Department of Revenue 0.10% Reduce -7.5% 27,065 $9.6M
Engineers Gate Manager LP 0.11% Reduce -52.8% 26,552 $9.4M
GHP Investment Advisors, Inc. 0.38% Reduce -0.4% 26,518 $9.4M
M&T Bank Corp 0.03% Add +2.8% 26,503 $9.4M
Fayez Sarofim & Co 0.02% Add +46.0% 26,336 $9.3M
Cornerstone Advisors, LLC 0.30% No change 25,800 $9.1M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.3% 25,794 $9.1M
Commonwealth Equity Services, LLC 0.01% Reduce -0.5% 25,768 $9.1M
First Manhattan Co. Llc. 0.02% Reduce -5.0% 25,456 $9.0M
Yousif Capital Management, LLC 0.10% Reduce -5.4% 26,370 $9.0M
Mediolanum International Funds Ltd 0.09% Add +63.1% 24,700 $8.8M
Susquehanna Fundamental Investments, LLC 0.30% Add +72.1% 24,892 $8.8M
Citizens Financial Group Inc. 0.12% Reduce -4.5% 24,633 $8.7M
Oregon Public Employees Retirement Fund 0.11% Reduce -0.4% 24,595 $8.7M
YHB Investment Advisors, Inc. 0.60% No change 24,535 $8.7M
Janus Henderson Group PLC 0.00% Reduce -92.3% 24,351 $8.6M
Fifth Third Bancorp 0.03% Reduce -2.7% 24,313 $8.6M
Old National Bancorp 0.14% Add +15.9% 24,300 $8.6M
Clifford Swan Investment Counsel LLC 0.28% Add +1.6% 24,291 $8.6M
Swiss Life Asset Management Ltd 0.04% Reduce -37.0% 24,203 $8.5M
Ethic Inc. 0.13% Add +6.6% 24,067 $8.5M
O'shaughnessy Asset Management, LLC 0.05% Reduce -11.6% 23,779 $8.4M
Osaic Holdings, Inc. 0.01% Reduce -21.5% 23,470 $8.3M
Intermede Investment Partners Ltd 0.34% Add +0.4% 23,160 $8.2M
Callan Family Office, LLC 0.18% Add +98.3% 23,152 $8.2M
Silvercrest Asset Management Group LLC 0.06% Reduce -23.2% 23,098 $8.2M
Mutual of America Capital Management LLC 0.09% Reduce -1.3% 23,081 $8.1M
Wedge Capital Management L L P 0.14% Reduce -19.4% 22,809 $8.0M
Live Oak Private Wealth LLC 1.08% Add +1.9% 22,563 $8.0M
Strategy Asset Managers LLC 1.31% Add +16.4% 22,512 $7.9M
Carderock Capital Management Inc. 1.92% Add +3.7% 22,438 $7.9M
Dash Acquisitions Inc. 1.65% Reduce -4.3% 22,555 $7.9M
Canada Pension Plan Investment Board 0.01% Reduce -21.3% 22,347 $7.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.1% 22,301 $7.9M
Haverford Financial Services, Inc. 2.18% Reduce -1.2% 22,017 $7.8M
CIBC Private Wealth Group LLC 0.01% Reduce -5.1% 21,767 $7.7M
Violich Capital Management, Inc. 0.85% Add +2.9% 21,608 $7.6M
Fiduciary Group, LLC 0.63% Reduce -1.0% 21,422 $7.6M
Truist Financial Corp. 0.01% Add +6.5% 21,013 $7.4M
Prudential PLC 0.06% No change 20,800 $7.3M
Nordea Investment Management AB 0.01% Add +4.0% 19,985 $7.1M
ASR Vermogensbeheer N.V. 0.08% Add +1.0% 20,004 $7.1M
Motley Fool Wealth Management, LLC 0.54% Reduce -15.2% 19,857 $7.0M
Trexquant Investment LP 0.06% Reduce -31.9% 19,816 $7.0M
Kwmg, LLC 0.60% Add +3.8% 19,709 $7.0M
Marks Group Wealth Management, Inc 0.66% Reduce -20.6% 19,674 $6.9M
Bleakley Financial Group, LLC 0.12% Add +5.5% 19,665 $6.9M
Gerber, LLC 3.85% Reduce -4.4% 19,553 $6.9M
Pacer Advisors, Inc. 0.02% Add +12.3% 19,504 $6.9M
Two Sigma Investments, LP 0.01% Reduce -79.6% 19,497 $6.9M
Vinva Investment Management Ltd 0.08% Add +78.5% 19,096 $6.8M
Avanza Fonder AB 0.17% Add +10.7% 18,957 $6.7M
Kestra Advisory Services, LLC 0.03% Reduce -5.3% 18,946 $6.7M
Savant Capital, LLC 0.04% Add +62.6% 18,799 $6.6M
Empowered Funds, LLC 0.11% Add +75.2% 18,604 $6.6M
Voleon Capital Management LP 0.14% Add +406.9% 18,510 $6.5M
Commerce Bank 0.04% Reduce -1.9% 18,434 $6.5M
Dockside LLC 1.62% — 17,873 $6.3M
Janney Capital Management LLC 0.39% New 17,461 $6.2M
Investment Management Corp of Ontario 0.08% Add +81.0% 17,372 $6.1M
Johnson Investment Counsel Inc. 0.05% Reduce -0.4% 17,348 $6.1M
Teachers Retirement System of the State of Kentucky 0.04% No change 16,947 $6.0M
Mercer Global Advisors Inc. 0.01% Add +29.5% 16,870 $6.0M
NewEdge Wealth, LLC 0.07% Add +110.2% 16,807 $5.9M
Berman McAleer LLC 0.80% Reduce -8.4% 16,613 $5.9M
Biltmore Family Office, LLC 0.81% Add +0.1% 16,562 $5.8M
Obion Capital Management LP 5.49% — 16,189 $5.7M
Bell Asset Management Ltd 1.51% Reduce -16.4% 15,941 $5.7M
Wesbanco Bank Inc. 0.16% Add +9.4% 16,030 $5.7M
Pine Valley Investments Ltd Liability Co 0.28% Add +4.1% 15,825 $5.6M
Man Group plc 0.01% Add +137.7% 15,821 $5.6M
Cresset Asset Management, LLC 0.02% Reduce -3.7% 15,774 $5.6M
Sanctuary Advisors, LLC 0.03% Reduce -0.9% 15,753 $5.6M
Mizuho Securities USA LLC 0.09% Reduce -0.3% 15,650 $5.5M
Allstate Corp. 0.08% Add +105.0% 15,636 $5.5M
Sequoia Financial Advisors, LLC 0.03% Add +15.5% 15,202 $5.4M
Illinois Municipal Retirement Fund 0.07% Add +9.1% 14,712 $5.2M
Wealthfront Advisers LLC 0.01% Add +7.7% 14,410 $5.1M
Atria Investments, Inc 0.06% Reduce -13.9% 13,981 $4.9M
Cwm, LLC 0.01% Add +21.6% 13,931 $4.9M
Pittenger & Anderson Inc. 0.19% Add +0.6% 13,897 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Add +4.7% 13,591 $4.8M
MML Investors Services, LLC 0.01% Add +2.6% 13,486 $4.8M
NewEdge Advisors, LLC 0.02% Reduce -8.0% 13,453 $4.7M
Jasper Ridge Partners, L.P. 0.10% No change 13,390 $4.7M
Bridgewater Associates 0.02% Add +134.3% 13,368 $4.7M
Assetmark, Inc. 0.01% Add +5.5% 13,321 $4.7M
Osmosis Investment Management UK Ltd 0.12% — 13,309 $4.7M
Modera Wealth Management, LLC 0.05% Add +1.0% 13,265 $4.7M
Diversified Trust Co. 0.09% Add +3.9% 13,186 $4.7M
Kentucky Retirement Systems 0.13% No change 13,183 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -25.3% 13,069 $4.6M
Yacktman Asset Management 0.06% No change 12,915 $4.6M
Allspring Global Investments Holdings, LLC 0.01% Add +0.9% 13,046 $4.5M
Scotia Capital Inc. 0.02% Add +32.1% 12,633 $4.5M
Annandale Capital, LLC 0.72% Add +132.8% 12,619 $4.5M
2Xideas AG 1.22% New 12,371 $4.4M
Buckhead Capital Management LLC 1.56% Add +1.3% 12,309 $4.3M
Regency Capital Management Inc.\DE 1.79% Reduce -5.1% 12,201 $4.3M
&partners 0.02% Add +6.3% 12,118 $4.3M
Norinchukin Bank, The 0.05% Add +4.6% 12,097 $4.3M
Accurate Wealth Management, LLC 0.53% Reduce -2.6% 11,825 $4.1M
Capital Planning Advisors, LLC 0.55% Reduce -6.0% 11,616 $4.1M
Laird Norton Wetherby Trust Company, LLC 0.08% New 11,516 $4.1M
Regions Financial Corp. 0.03% Reduce -1.5% 11,500 $4.1M
Janney Montgomery Scott LLC 0.01% Reduce -0.9% 11,456 $4.0M
Employees Retirement System of Texas 0.04% Reduce -44.0% 11,301 $4.0M
LBP Am SA 0.05% Reduce -25.5% 11,290 $4.0M
Wealthspire Retirement, LLC 0.24% Add +0.0% 11,287 $4.0M
Pure Financial Advisors, LLC 0.06% Add +6.0% 11,272 $4.0M
Seascape Capital Management 1.11% Add +0.3% 11,030 $3.9M
Louisiana State Employees Retirement System 0.07% Reduce -2.6% 11,000 $3.9M
Lido Advisors, LLC 0.02% Add +1.4% 10,868 $3.9M
Miller Capital Partners, Inc. 1.95% — 10,833 $3.8M
Radnor Capital Management, LLC 0.56% Reduce -0.3% 10,632 $3.8M
Jensen Investment Management Inc. 0.06% Add +5.0% 10,603 $3.7M
Clearstead Advisors, LLC 0.05% Add +3.1% 10,538 $3.7M
Maryland State Retirement & Pension System 0.08% No change 10,467 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +9.7% 10,448 $3.7M
Bessemer Group Inc. 0.01% Reduce -14.4% 10,343 $3.7M
Ostrum Asset Management 0.17% Reduce -19.1% 10,275 $3.6M
HRT Financial LP 0.01% Reduce -90.5% 10,041 $3.5M
Stanley-Laman Group, Ltd. 0.45% Add +3.8% 9,969 $3.5M
Union Heritage Capital, LLC 1.19% No change 9,967 $3.5M
Exencial Wealth Advisors, LLC 0.11% Add +6.6% 9,960 $3.5M
New Mexico Educational Retirement Board 0.10% Add +2.0% 9,945 $3.5M
First Foundation Advisors 0.13% Reduce -11.7% 9,878 $3.5M
Capitolis Liquid Global Markets LLC 0.02% No change 9,750 $3.4M
Gulf International Bank (UK) Ltd 0.11% No change 9,738 $3.4M
Anderson Hoagland & Co. 0.30% Reduce -1.3% 9,730 $3.4M
Cumberland Partners Ltd 0.21% Reduce -1.5% 9,730 $3.4M
Larson Financial Group LLC 0.11% Add +0.4% 9,584 $3.4M
Busey Bank 0.09% Reduce -0.4% 9,525 $3.4M
MV Capital Management, Inc. 0.32% Add +2.5% 9,513 $3.4M
LBMC Investment Advisors, LLC 0.21% No change 9,391 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -2.5% 9,366 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.6% 9,127 $3.2M
MIdWestOne Financial Group, Inc. 0.36% No change 9,103 $3.2M
Jane Street Group, LLC 0.00% Reduce -95.5% 9,036 $3.2M
MAI Capital Management 0.02% Add +2.6% 9,032 $3.2M
Ascent Group, LLC 0.11% Add +3.4% 8,732 $3.1M
Jump Financial, LLC 0.04% Reduce -10.2% 8,697 $3.1M
Metis Global Partners, LLC 0.07% Reduce -15.2% 8,639 $3.0M
Horizon Investments, LLC 0.04% Add +16.4% 8,367 $3.0M
Burkett Asset Management Ltd 2.98% — 8,359 $2.9M
Tower Research Capital LLC (TRC) 0.07% Add +3.1% 8,354 $2.9M
Agf Management Ltd. 0.01% Reduce -6.4% 8,282 $2.9M
FORA Capital, LLC 0.35% New 8,197 $2.9M
Sterling Capital Management LLC 0.05% Reduce -2.8% 8,151 $2.9M
Merit Financial Group, LLC 0.02% Add +26.9% 8,136 $2.9M
Gsa Capital Partners LLP 0.24% Add +176.9% 8,007 $2.8M
Kampmann Melissa S. 2.09% Reduce -3.6% 8,485 $2.8M
T. Rowe Price Investment Management, Inc. 0.00% Add +111.5% 7,969 $2.8M
Verdence Capital Advisors LLC 0.17% Reduce -2.4% 7,945 $2.8M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -16.2% 7,845 $2.8M
Machina Capital S.A.S. 0.53% Reduce -35.6% 7,814 $2.8M
Cary Street Partners Financial LLC 0.07% Reduce -3.6% 7,801 $2.8M
Tredje AP-fonden 0.02% No change 7,716 $2.7M
Choreo, LLC 0.03% Reduce -6.1% 7,614 $2.7M
North Dakota State Investment Board 0.09% — 7,196 $2.5M
Beacon Financial Group 0.25% Reduce -0.1% 7,186 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +45.9% 7,143 $2.5M
Zions Bancorporation, National Association 0.12% Add +2.0% 7,060 $2.5M
Portside Wealth Group, LLC 0.34% Reduce -21.2% 7,051 $2.5M
VestGen Advisors, LLC 0.11% Reduce -21.7% 7,014 $2.5M
Assenagon Asset Management S.A. 0.00% Reduce -97.3% 6,893 $2.4M
Caprock Group, LLC 0.05% Add +43.2% 6,836 $2.4M
Keybank National Association 0.01% Reduce -6.6% 6,823 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.4% 6,817 $2.4M
Salvus Wealth Management, LLC 1.34% Add +2.9% 6,774 $2.4M
Lafayette Investments, Inc. 0.44% Add +0.4% 6,670 $2.4M
First National Bank & Trust Co. of Newtown 0.43% No change 6,658 $2.3M
Diversified Enterprises, LLC 0.14% Add +1.8% 6,636 $2.3M
Axxcess Wealth Management, LLC 0.04% Reduce -0.0% 6,580 $2.3M
Gabelli Funds LLC 0.02% Reduce -38.2% 6,560 $2.3M
Edgestream Partners, L.P. 0.06% Add +452.1% 6,526 $2.3M
Catalyst Capital Advisors LLC 0.05% Add +65.3% 6,505 $2.3M
Capital Group Investment Management Pte. LTD. 0.37% Reduce -25.9% 6,439 $2.3M
Crestwood Advisors Group, LLC 0.04% Add +2.9% 6,429 $2.3M
Legacy Wealth Asset Management, LLC 0.56% Reduce -8.3% 6,420 $2.3M
Private Advisor Group, LLC 0.01% Reduce -1.8% 6,336 $2.2M
Warner Group LLC 1.37% Reduce -4.0% 6,304 $2.2M
Aire Advisors, LLC 0.40% Add +0.2% 6,257 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -15.1% 6,211 $2.2M
South Dakota Investment Council 0.04% Reduce -6.1% 6,170 $2.2M
Wbi Investments, LLC 0.56% New 6,108 $2.2M
EP Wealth Advisors, LLC 0.01% — 6,014 $2.1M
Ancora Advisors LLC 0.04% Reduce -1.0% 5,981 $2.1M
Anchor Capital Advisors LLC 0.06% Reduce -3.4% 5,948 $2.1M
GAMCO Investors 0.02% Add +0.5% 5,856 $2.1M
Securian Asset Management, Inc. 0.08% Reduce -44.5% 5,844 $2.1M
HB Wealth Management, LLC 0.01% Reduce -19.8% 5,839 $2.1M
Equitable Trust Co. 0.09% Reduce -11.1% 5,795 $2.0M
Mufg Securities Americas Inc. 0.13% Reduce -0.4% 5,790 $2.0M
Coldstream Capital Management Inc. 0.03% Reduce -7.0% 5,784 $2.0M
Virtus Investment Advisers, LLC 0.55% Add +16.5% 5,780 $2.0M
Brown Advisory Inc. 0.00% Reduce -3.2% 5,762 $2.0M
Squarepoint Ops LLC 0.00% Reduce -94.2% 5,728 $2.0M
WoodTrust Financial Corp 0.24% Reduce -6.2% 5,705 $2.0M
Virtu Financial LLC 0.08% Add +33.7% 5,666 $2.0M
Brown Brothers Harriman & Co. 0.01% Add +21.9% 5,630 $2.0M
HighPoint Advisor Group LLC 0.04% Add +33.3% 5,618 $2.0M
Quantitative Investment Management, LLC 0.19% New 5,562 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.13% No change 5,526 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -16.2% 5,442 $1.9M
Praxis Investment Management Inc. 0.11% Reduce -7.2% 5,433 $1.9M
Nomura Holdings Inc. 0.01% Reduce -21.2% 5,410 $1.9M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.6% 5,374 $1.9M
Jones Financial Companies LLLP 0.00% Add +10.3% 5,271 $1.9M
Snowden Capital Advisors LLC 0.05% Add +13.7% 5,238 $1.8M
Caldwell Trust Co 0.16% Reduce -8.9% 5,200 $1.8M
Welch Group, LLC 0.07% Add +0.3% 5,148 $1.8M
Vident Advisory, LLC 0.02% Reduce -5.7% 5,017 $1.8M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.8M
Fischer Financial Services, Inc. 0.46% Reduce -4.3% 4,963 $1.8M
Triumph Capital Management 0.38% Add +0.0% 4,950 $1.7M
Personal Cfo Solutions, LLC 0.28% Reduce -5.0% 4,937 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -8.4% 4,932 $1.7M
Romano Brothers and Company 0.20% Add +1.1% 4,907 $1.7M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -13.4% 4,891 $1.7M
Tealwood Asset Management Inc. 0.76% Reduce -16.8% 4,781 $1.7M
Concurrent Investment Advisors, LLC 0.02% Add +591.4% 4,736 $1.7M
Plato Investment Management Ltd 0.11% No change 4,697 $1.7M
Brooklyn Investment Group 0.08% Add +67.5% 4,667 $1.7M
Greenland Capital Management LP 0.26% New 4,700 $1.7M
Meeder Advisory Services, Inc. 0.07% Add +4.3% 4,674 $1.6M
Altfest L J & Co. Inc. 0.18% Add +155.6% 4,660 $1.6M
Fiduciary Alliance LLC 0.11% Reduce -2.5% 4,612 $1.6M
Parkside Financial Bank & Trust 0.12% Add +0.4% 4,604 $1.6M
Oak Thistle LLC 0.22% Reduce -61.7% 4,580 $1.6M
Magnetar Financial LLC 0.02% Reduce -79.3% 4,576 $1.6M
Enterprise Financial Services Corp 0.81% Add +1.0% 4,536 $1.6M
Gibbs Wealth Management 0.38% Reduce -18.2% 4,522 $1.6M
Syon Capital LLC 0.08% Add +5.8% 4,494 $1.6M
Quadrant Capital Group LLC 0.05% Reduce -14.5% 4,458 $1.6M
Cambria Investment Management, L.P. 0.09% Add +42.9% 4,448 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +3.4% 4,442 $1.6M
BBR Partners, LLC 0.08% Reduce -0.2% 4,381 $1.5M
Icon Wealth Advisors, LLC 0.10% Reduce -35.3% 4,376 $1.5M
CX Institutional 0.05% Reduce -54.5% 4,337 $1.5M
Canandaigua National Bank & Trust Co. 0.14% Reduce -4.3% 4,291 $1.5M
Ossiam 0.03% Reduce -28.8% 4,253 $1.5M
Arkadios Wealth Advisors 0.03% Add +83.2% 4,240 $1.5M
Private Wealth Asset Management, LLC 0.16% Reduce -0.6% 4,235 $1.5M
Vestcor Inc 0.04% No change 4,230 $1.5M
NBT Bank, N.A. 0.10% Reduce -0.2% 4,210 $1.5M
Accredited Investors Inc. 0.08% Reduce -0.2% 4,185 $1.5M
Evolve Private Wealth, LLC 0.09% — 4,180 $1.5M
Factor Wealth Management LTD 0.32% Reduce -1.6% 4,179 $1.5M
QRG Capital Management, Inc. 0.02% Add +12.9% 4,120 $1.5M
Logan Capital Management Inc. 0.06% No change 4,078 $1.4M
Chesley Taft & Associates LLC 0.06% Add +0.1% 4,078 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -46.6% 4,078 $1.4M
TCW Group Inc. 0.01% New 4,068 $1.4M
Stance Capital LLC 0.52% Add +11.1% 4,015 $1.4M
Value Partners Investments Inc. 0.11% Add +19.5% 4,007 $1.4M
Huntington National Bank 0.01% Add +1.5% 3,993 $1.4M
Ellis Investment Partners, LLC 0.25% Add +0.1% 3,987 $1.4M
Mattern Capital Management, LLC 0.17% Add +0.8% 3,974 $1.4M
Auxier Asset Management LLC 0.20% Add +0.1% 3,972 $1.4M
Nordwand Advisors, LLC 0.24% Add +1.3% 3,960 $1.4M
Norden Group LLC 0.14% Reduce -27.7% 3,957 $1.4M
Americana Partners, LLC 0.04% Add +17.6% 3,932 $1.4M
Rothschild Investment LLC 0.08% Add +6.8% 3,930 $1.4M
Mission Wealth Management, LP 0.03% Add +1.6% 3,909 $1.4M
Garrison Bradford & Associates Inc. 1.49% No change 3,900 $1.4M
MOKAN Wealth Management Inc. 0.61% Add +6.9% 3,900 $1.4M
Permanens Capital L.P. 0.18% New 3,877 $1.4M
LGT Fund Management Co Ltd. 0.11% No change 3,818 $1.4M
Curated Wealth Partners LLC 0.15% Add +22.5% 3,856 $1.4M
Highland Capital Management, LLC 0.07% New 3,850 $1.4M
Dynasty Wealth Management, LLC 0.01% Reduce -4.0% 3,836 $1.4M
Circle Wealth Management, LLC 0.02% Reduce -10.6% 3,828 $1.4M
Nomura Asset Management International Inc. 0.00% — 3,774 $1.3M
Greenleaf Trust 0.01% Reduce -6.5% 3,726 $1.3M
NorthCoast Asset Management LLC 0.03% Reduce -99.0% 3,724 $1.3M
Silver Lake Advisory, LLC 0.50% No change 3,623 $1.3M
Pekin Hardy Strauss, Inc. 0.12% Reduce -0.6% 3,616 $1.3M
Waterfront Wealth Inc. 0.24% Add +0.5% 3,755 $1.3M
Belpointe Asset Management LLC 0.05% Add +29.9% 3,599 $1.3M
First American Bank 0.08% No change 3,540 $1.2M
Canton Hathaway, LLC 0.24% No change 3,500 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.7% 3,492 $1.2M
LGT Group Foundation 0.01% Reduce -0.6% 3,400 $1.2M
ABN AMRO Bank N.V. 0.01% No change 3,402 $1.2M
Signaturefd, LLC 0.02% Add +19.9% 3,377 $1.2M
Bank Pictet & Cie (Europe) AG 0.02% No change 3,335 $1.2M
Vise Technologies, Inc. 0.02% Add +47.5% 3,334 $1.2M
Raiffeisen Bank International AG 0.02% Reduce -4.1% 3,290 $1.2M
Quantbot Technologies LP 0.04% Reduce -74.7% 3,321 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -5.0% 3,316 $1.2M
Pinnacle Financial Partners, Inc. 0.01% — 3,293 $1.2M
Ceredex Value Advisors LLC 0.03% Reduce -97.0% 3,291 $1.2M
Duncker Streett & Co. Inc. 0.21% No change 3,289 $1.2M
World Investment Advisors 0.02% Reduce -2.5% 3,264 $1.2M
Private Trust Co. NA 0.10% Reduce -2.2% 3,262 $1.2M
Exchange Traded Concepts, LLC 0.01% Add +54.4% 3,225 $1.1M
Comprehensive Financial Management LLC 0.03% No change 3,197 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +0.5% 3,181 $1.1M
Rathbones Group PLC 0.00% No change 3,174 $1.1M
NorthRock Partners, LLC 0.02% Reduce -38.8% 3,155 $1.1M
DRW Securities, LLC 0.08% Reduce -65.4% 3,132 $1.1M
Farther Finance Advisors, LLC 0.01% Add +90.2% 3,130 $1.1M
Frank, Rimerman Advisors LLC 0.07% Add +1.1% 3,121 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% No change 3,110 $1.1M
Citrine Capital LLC 0.51% No change 3,100 $1.1M
Henshaw Capital LLC 0.04% No change 3,058 $1.1M
ProVise Management Group, LLC 0.08% Reduce -7.4% 3,027 $1.1M
Arthur M. Cohen & Associates, LLC 0.17% No change 3,020 $1.1M
Guggenheim Capital LLC 0.01% New 3,019 $1.1M
RBF Capital, LLC 0.05% No change 3,000 $1.1M
Alberta Investment Management Corp 0.01% No change 3,000 $1.1M
Oxford Financial Group, LTD. LLC 0.06% Add +0.9% 2,993 $1.1M
First Financial Bankshares Inc 0.02% Reduce -7.8% 2,978 $1.1M
Regal Investment Advisors LLC 0.06% Add +5.5% 2,966 $1.0M
Perigon Wealth Management, LLC 0.02% Add +22.4% 2,937 $1.0M
Mather Group, Llc. 0.01% Add +3.7% 2,925 $1.0M
Intellectus Partners, LLC 0.20% Reduce -1.3% 2,919 $1.0M
PFW Advisors LLC 0.31% No change 2,879 $1.0M
Armor Investment Advisors, LLC 0.37% Add +0.2% 2,840 $1.0M
Venturi Wealth Management, LLC 0.04% Add +2.7% 2,839 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.2% 2,806 $990K
Oppenheimer & Co. Inc. 0.01% Add +8.8% 2,797 $987K
Ameritas Investment Partners, Inc. 0.03% Reduce -1.4% 2,792 $985K
Kingsview Wealth Management, LLC 0.01% Reduce -2.2% 2,774 $979K
Chilton Investment Co. Inc. 0.02% Reduce -0.7% 2,770 $977K
Fortis Capital Advisors, LLC 0.14% Reduce -0.2% 2,765 $976K
Northwest & Ethical Investments L.P. 0.02% Reduce -9.8% 2,731 $974K
FourThought Financial Partners, LLC 0.08% Reduce -20.2% 2,747 $969K
Joel Isaacson & Co., LLC 0.03% Add +3.6% 2,734 $965K
Sivia Capital Partners, LLC 0.20% New 2,729 $963K
Mutual Advisors, LLC 0.02% Reduce -7.9% 2,724 $961K
Sompo Asset Management Co., Ltd. 0.16% Reduce -26.9% 2,710 $956K
Koa Wealth Management, LLC 0.65% New 2,702 $953K
Axq Capital, LP 0.21% Add +348.3% 2,694 $951K
Wilmington Savings Fund Society, FSB 0.02% Add +1.1% 2,667 $941K
TD Private Client Wealth LLC 0.02% Reduce -4.6% 2,659 $938K
Websterrogers Financial Advisors, LLC 0.27% No change 2,647 $934K
Foundation Wealth Management, LLC 0.64% Add +0.2% 2,644 $933K
Park Avenue Securities LLC 0.01% Add +3.0% 2,637 $931K
Allworth Financial LP 0.00% Add +13.3% 2,595 $916K
CWA Asset Management Group, LLC 0.03% Reduce -2.8% 2,580 $910K
Alliance Wealth Advisors, LLC 0.20% Reduce -50.8% 2,576 $909K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -50.2% 2,556 $902K
Global Retirement Partners, LLC 0.02% Add +31.2% 2,545 $898K
GTS Securities LLC 0.03% Add +133.5% 2,533 $894K
Quantum Financial Advisors, LLC 0.10% New 2,526 $891K
Mgo One Seven LLC 0.02% Reduce -5.8% 2,523 $890K
Compound Planning, Inc. 0.03% Reduce -13.7% 2,521 $890K
Harbor Advisors LLC 0.13% No change 2,500 $882K
Tiaa Trust, National Association 0.00% Reduce -2.8% 2,479 $875K
Fideuram Asset Management (Ireland) dac 0.07% — 2,182 $872K
Covenant Partners, LLC 0.25% No change 2,454 $866K
Uptick Partners, LLC 0.18% New 2,449 $864K
Polymer Capital Management (US) LLC 0.11% Add +37.5% 2,433 $859K
Three Seasons Wealth, LLC 0.08% Add +1.7% 2,430 $857K
Sendero Wealth Management, LLC 0.09% Reduce -0.3% 2,406 $849K
Beverly Hills Private Wealth, LLC 0.15% Reduce -0.4% 2,405 $849K
Bridgefront Capital, LLC 0.21% Add +37.4% 2,401 $847K
Trust Asset Management LLC 0.06% Reduce -3.1% 2,390 $843K
Moneta Group Investment Advisors LLC 0.01% Reduce -11.7% 2,389 $843K
LeClair Wealth Partners LLC 0.49% No change 2,379 $840K
Brookstone Capital Management 0.01% Reduce -51.3% 2,363 $834K
SageView Advisory Group, LLC 0.03% Reduce -0.2% 2,351 $829K
Connecticut Wealth Management, LLC 0.04% No change 2,344 $827K
Diversify Advisory Services, LLC 0.03% Reduce -8.8% 2,399 $825K
Valeo Financial Advisors, LLC 0.02% Reduce -1.0% 2,332 $823K
Greenspring Advisors, LLC 0.05% Add +167.4% 2,326 $821K
Aviso Financial Inc. 0.03% Add +4.9% 2,317 $818K
a16z Perennial Management, L.P. 0.06% Add +0.3% 2,310 $815K
Bangor Savings Bank 0.06% No change 2,283 $806K
Act Two Investors LLC 0.14% No change 2,275 $803K
Waverly Advisors, LLC 0.01% Add +37.9% 2,269 $801K
Arax Advisory Partners 0.02% Reduce -13.5% 2,266 $800K
D.A. Davidson & Co. 0.00% Add +0.7% 2,248 $793K
Future Fund LLC 0.25% Reduce -12.3% 2,242 $791K
Panagora Asset Management Inc. 0.00% Add +56.6% 2,237 $789K
Scientech Research LLC 0.50% Add +92.7% 2,235 $789K
Profund Advisors LLC 0.02% Reduce -24.7% 2,235 $789K
Smartleaf Asset Management LLC 0.03% Reduce -6.3% 2,202 $785K
Griffin Asset Management, Inc. 0.08% New 2,212 $781K
Cache Advisors, LLC 0.09% New 2,173 $767K
Hills Bank & Trust Co 0.04% Add +0.9% 2,173 $767K
Hamilton Capital Partners Inc. 0.03% Reduce -16.6% 2,158 $762K
iA Global Asset Management Inc. 0.01% New 2,150 $759K
Ballentine Partners, LLC 0.01% Add +6.9% 2,119 $748K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 2,105 $743K
Commerzbank Aktiengesellschaft 0.02% Add +1.9% 2,100 $741K
Chicago Capital, LLC 0.02% No change 2,058 $726K
Blue Chip Partners, LLC 0.05% Reduce -2.1% 2,055 $725K
Krilogy Financial LLC 0.02% Add +155.3% 2,139 $725K
Founders Financial Alliance, LLC 0.14% Reduce -5.0% 2,053 $725K
Cigna Investments Inc. 0.11% No change 2,047 $723K
Heritage Family Offices, LLP 0.33% Reduce -11.4% 2,045 $722K
Forum Financial Management, LP 0.01% Add +21.7% 2,039 $720K
Apollon Wealth Management, LLC 0.01% Add +8.6% 2,014 $711K
Thompson Investment Management, Inc. 0.09% No change 2,000 $706K
State of Wyoming 0.08% Add +1.9% 1,997 $705K
Fidelis Capital Partners, LLC 0.05% Reduce -3.9% 1,995 $704K
Fifth Third Wealth Advisors LLC 0.02% Reduce -4.3% 1,990 $702K
Generali Asset Management SPA SGR 0.01% Reduce -11.5% 1,990 $702K
Saturna Capital Corp. 0.01% No change 1,989 $702K
Venture Visionary Partners LLC 0.02% Add +178.4% 1,988 $702K
Mirabella Financial Services LLP 0.07% New 1,988 $702K
Dakota Wealth Management 0.01% Add +6.2% 1,982 $699K
Parallel Advisors, LLC 0.01% Reduce -1.8% 1,964 $693K
Composition Wealth, LLC 0.01% Add +0.5% 1,948 $687K
Journey Retirement Planning & Investment Management LLC 0.14% — 1,948 $687K
Hancock Whitney Corp. 0.01% Reduce -2.0% 1,937 $684K
Sound View Wealth Advisors Group, LLC 0.05% Add +1.5% 1,935 $683K
Ritholtz Wealth Management 0.01% Reduce -4.3% 1,933 $682K
King Luther Capital Management Corp. 0.00% No change 1,906 $673K
Soltis Investment Advisors LLC 0.04% Reduce -19.8% 1,902 $671K
Redwood Wealth Management Group, LLC 0.28% Reduce -16.8% 1,900 $670K
Lountzis Asset Management, LLC 0.24% No change 1,900 $670K
Rede Wealth, LLC 0.23% New 1,898 $670K
Capital Investment Advisors, LLC 0.01% Add +1.8% 1,882 $664K
Greenwood Gearhart LLC 0.04% Reduce -35.0% 1,874 $661K
Birch Financial Group, LLC 0.38% Add +9.0% 1,870 $660K
Painted Porch Advisors LLC 0.26% Reduce -14.1% 1,864 $658K
Wedmont Private Capital 0.02% Reduce -8.7% 1,876 $656K
Fulton Bank, N.A. 0.02% Add +4.0% 1,856 $655K
Barrett & Company, Inc. 0.22% No change 1,843 $650K
J.W. Cole Advisors, Inc. 0.02% Add +1.9% 1,863 $648K
Diversify Wealth Management, LLC 0.03% Reduce -11.8% 1,864 $642K
Townsend & Associates, Inc 0.06% No change 1,855 $640K
West Family Investments, Inc. 0.15% Reduce -4.5% 1,812 $639K
Checchi Capital Advisers, LLC 0.04% Reduce -2.7% 1,807 $637K
Connable Office Inc. 0.06% No change 1,801 $636K
Elevation Point Wealth Partners, LLC 0.03% Add +8.4% 1,800 $635K
Yanni & Associates Investment Advisors, LLC 0.63% — 1,792 $632K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.2% 1,791 $632K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.8% 1,784 $629K
Wellspring Financial Advisors, LLC 0.05% Add +8.5% 1,781 $629K
Banque Cantonale Vaudoise 0.02% Reduce -11.4% 1,776 $627K
Hartline Investment Corp./ 0.07% Reduce -28.9% 1,771 $625K
Murphy, Middleton, Hinkle & Parker, Inc. 0.30% New 12,200 $624K
Wealthedge Investment Advisors, LLC 0.23% Reduce -0.1% 1,766 $623K
Vestor Capital, LLC 0.05% Add +1228.7% 23,372 $621K
Aster Capital Management (DIFC) Ltd 0.27% New 1,751 $618K
V-Square Quantitative Management LLC 0.06% New 1,749 $617K
Hilltop Holdings Inc. 0.04% Reduce -2.7% 1,748 $617K
Yarbrough Capital, LLC 0.02% No change 1,746 $616K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +2.8% 1,736 $613K
CHICAGO TRUST Co NA 0.10% Reduce -1.1% 1,724 $608K
Empower Advisory Group, LLC 0.00% Add +18.4% 1,722 $608K
Maridea Wealth Management LLC 0.09% Add +152.7% 1,716 $605K
Lester Murray Antman dba SimplyRich 0.16% No change 1,711 $603K
Aaron Wealth Advisors LLC 0.03% Reduce -26.3% 1,696 $598K
Hudock, Inc. 0.09% No change 1,691 $597K
Northern Capital Management, Inc. 0.31% No change 1,688 $596K
Hummer Financial Advisory Services Inc 0.42% No change 1,683 $594K
Fosun International Ltd 0.15% No change 1,677 $592K
Evelyn Partners Investment Management LLP 0.02% No change 1,675 $591K
Avidian Wealth Enterprises, LLC 0.02% Add +1.0% 1,673 $590K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.6% 1,654 $584K
GAMMA Investing LLC 0.03% Reduce -37.5% 1,631 $576K
SYM FINANCIAL Corp 0.06% Add +27.1% 1,630 $575K
SkyView Investment Advisors, LLC 0.07% Reduce -0.6% 1,626 $574K
Summit Financial, LLC 0.01% Reduce -1.6% 1,625 $573K
Atlantic Union Bankshares Corp 0.01% No change 1,624 $573K
Crane Advisory, LLC 0.09% No change 1,631 $572K
AlphaGrep UK Ltd 0.19% — 1,614 $570K
Plante Moran Financial Advisors, LLC 0.04% Reduce -16.1% 1,606 $567K
AE Wealth Management LLC 0.00% Add +14.8% 1,605 $567K
Kintegral Advisory, LLC 0.05% Reduce -2.7% 1,603 $566K
KFG Wealth Management, LLC 0.08% Reduce -0.1% 1,600 $565K
Ascentis Wealth Management, LLC 0.14% Add +78.1% 1,594 $562K
Freestone Capital Holdings, LLC 0.02% Reduce -5.9% 1,588 $560K
Lantz Financial LLC 0.12% Add +3.5% 1,585 $559K
MBL Wealth, LLC 0.04% Add +0.2% 1,585 $559K
EverSource Wealth Advisors, LLC 0.02% Add +36.8% 1,584 $559K
Kathmere Capital Management, LLC 0.04% Add +2.1% 1,582 $558K
Lanark Financial, Inc. 0.04% Reduce -2.4% 1,577 $556K
UMB Bank, n.a. 0.01% Reduce -2.1% 1,569 $554K
Westco Advisory Services Inc. 0.34% — 1,558 $550K
Two Sigma Securities, LLC 0.08% New 1,549 $547K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -7.5% 1,544 $545K
Turtle Creek Wealth Advisors, LLC 0.04% Add +72.2% 1,534 $541K
Balentine LLC 0.02% Add +144.0% 1,530 $540K
Central Pacific Bank - Trust Division 0.07% Add +113.3% 1,525 $538K
PCM Encore, LLC 0.11% — 1,517 $535K
Rwa Wealth Partners, LLC 0.01% Add +92.5% 1,513 $534K
Pinnacle Associates Ltd. 0.01% Add +45.0% 1,510 $533K
Game Creek Capital, LP 0.20% No change 1,500 $529K
Accuvest Global Advisors 0.39% No change 1,500 $529K
One Wealth Capital Management, LLC 0.22% Reduce -10.0% 1,496 $528K
Independent Advisor Alliance 0.01% Add +0.7% 1,488 $525K
Stratos Wealth Advisors, LLC 0.03% No change 1,487 $525K
Twelve Points Wealth Management LLC 0.12% Reduce -37.6% 1,491 $523K
Perpetual Ltd 0.01% Add +7.6% 1,479 $522K
Neville Rodie & Shaw Inc. 0.04% No change 1,450 $512K
Elyxium Wealth, LLC 0.14% Add +0.5% 1,443 $509K
Insigneo Advisory Services, LLC 0.04% Reduce -0.6% 1,441 $509K
Conservest Capital Advisors, Inc. 0.05% Reduce -0.3% 1,439 $508K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.8% 1,435 $507K
Murphy & Mullick Capital Management Corp 0.36% No change 1,432 $505K
Prime Capital Investment Advisors, LLC 0.01% Reduce -10.0% 1,430 $505K
Relyea Zuckerberg Hanson LLC 0.05% Add +1.5% 1,422 $502K
Thomasville National Bank 0.03% Reduce -17.4% 1,422 $502K
Daybright Advisory Services, Inc. 0.13% — 1,419 $501K
Essex Financial Services, Inc. 0.03% Add +16.3% 1,418 $500K
Sage Mountain Advisors LLC 0.03% Reduce -6.5% 1,416 $500K
PDS Planning, Inc 0.03% Reduce -6.0% 1,406 $496K
IFG Advisors, LLC 0.08% No change 1,390 $491K
Goelzer Investment Management, Inc. 0.02% No change 1,386 $489K
First Business Financial Services, Inc. 0.04% No change 1,384 $488K
Aptus Capital Advisors, LLC 0.00% Reduce -2.4% 1,378 $486K
Waldron Private Wealth LLC 0.02% Reduce -1.7% 1,366 $482K
Grove Bank & Trust 0.05% Reduce -69.0% 1,358 $479K
Sunflower Bank, N.A. 0.12% Reduce -19.0% 1,356 $479K
North Star Investment Management Corp. 0.03% Add +1.2% 1,352 $477K
NORTHSTAR ASSET MANAGEMENT Co 0.10% No change 1,350 $476K
Legacy Financial Advisors, Inc. 0.07% Add +31.7% 1,345 $475K
CENTRAL TRUST Co 0.01% Add +2.6% 1,341 $473K
Newton One Investments LLC 0.14% No change 1,335 $471K
Pallas Capital Advisors LLC 0.02% Add +0.5% 1,332 $470K
Martin Investment Management, LLC 0.13% Reduce -33.3% 1,325 $468K
Ashton Thomas Private Wealth, LLC 0.01% Add +5.6% 1,311 $463K
Farringdon Capital, Ltd. 0.11% Reduce -39.0% 1,308 $462K
Mendel Money Management 0.19% No change 1,300 $459K
Gryphon Financial Partners LLC 0.05% Add +19.5% 1,280 $452K
GAM Holding AG 0.03% New 1,278 $451K
Equitable Holdings, Inc. 0.00% Reduce -24.2% 1,273 $449K
Deseret Mutual Benefit Administrators 0.19% Add +2.2% 1,271 $449K
Cardiff Park Advisors, LLC 0.04% No change 1,266 $447K
Howard Capital Management, LLC 0.01% Add +2.3% 1,256 $443K
Arrowroot Family Office, LLC 0.16% Reduce -17.1% 1,256 $443K
Shelton Wealth Management, LLC 0.19% New 1,253 $442K
RDA Financial Network 0.11% No change 1,251 $441K
Chicago Partners Investment Group LLC 0.01% Add +15.7% 1,295 $439K
Focused Wealth Management, Inc 0.05% Add +2.1% 1,239 $437K
Fortis Capital Management LLC 0.06% Reduce -0.3% 1,236 $436K
Kestra Private Wealth Services, LLC 0.01% Add +4.7% 1,233 $435K
Wedbush Securities Inc. 0.01% Reduce -3.5% 1,232 $435K
Lecap Asset Management Ltd. 0.17% New 1,231 $434K
Fiduciary Trust Co 0.00% Add +7.5% 1,230 $434K
FreeGulliver LLC 0.19% Reduce -0.7% 1,228 $433K
Ducere Wealth Management LLC 0.17% — 1,226 $432K
Catalyst Financial Partners LLC 0.05% Reduce -3.1% 1,222 $431K
Platform Wealth Management, LLC 0.11% — 1,218 $430K
Walleye Trading LLC 0.01% Add +52.1% 1,209 $427K
S-Bank Fund Management Ltd 0.05% Reduce -34.0% 1,192 $421K
Sargent Investment Group, LLC 0.05% New 1,181 $417K
Conning Inc. 0.01% Reduce -26.0% 1,181 $417K
Amplius Wealth Advisors, LLC 0.03% Add +0.9% 1,179 $416K
Aerodigm Wealth, LLC 0.16% New 1,174 $414K
Clarius Group, LLC 0.02% Add +20.7% 1,173 $414K
Shelton Capital Management 0.01% No change 1,170 $413K
Journey Strategic Wealth LLC 0.01% Reduce -29.5% 1,155 $408K
VSM Wealth Advisory, LLC 0.12% No change 1,155 $408K
FineMark National Bank & Trust 0.01% Add +7.3% 1,155 $408K
Cambient Family Office, LLC 0.06% — 1,149 $405K
Roehl & Yi Investment Advisors, LLC 0.16% Reduce -13.9% 1,145 $404K
SHP Wealth Management 0.03% — 1,143 $403K
Everhart Financial Group, Inc. 0.04% Reduce -1.6% 1,142 $403K
First Horizon Corp. 0.02% Add +69.9% 1,140 $402K
Nwam LLC 0.02% Add +1.2% 1,141 $402K
O'Brien Greene & Co. Inc 0.12% No change 1,134 $400K
Bfsg, LLC 0.04% No change 1,133 $400K
Ingalls & Snyder LLC 0.01% Add +0.5% 1,128 $398K
Golden State Wealth Management, LLC 0.04% Add +307.8% 1,105 $390K
PEAK6 LLC 0.01% Add +55100.0% 1,104 $390K
Parkway Wealth Management Group, LLC 0.05% — 1,102 $389K
Bradley Foster & Sargent Inc. 0.01% Reduce -11.7% 1,094 $386K
Evernest Financial Advisors, LLC 0.08% Reduce -32.3% 1,242 $385K
Evergreen Capital Management LLC 0.01% Reduce -14.1% 1,090 $385K
True North Advisors, LLC 0.05% Add +1.1% 1,085 $383K
Flow Traders U.S. LLC 0.01% New 1,082 $382K
SeaCrest Wealth Management, LLC 0.04% Reduce -3.4% 1,088 $381K
Choate Investment Advisors 0.01% Add +14.1% 1,078 $380K
Delta Investment Management, LLC 0.07% Reduce -0.1% 1,076 $380K
Boothbay Fund Management, LLC 0.01% Reduce -65.0% 1,074 $379K
J.Safra Asset Management Corp 0.02% No change 1,073 $379K
Blue Water Asset Management 0.14% — 1,071 $378K
Penserra Capital Management LLC 0.00% Reduce -1.0% 1,074 $378K
IFC Advisors LLC 0.06% No change 1,068 $377K
waypoint wealth counsel 0.14% Add +12.3% 1,064 $375K
1834 Investment Advisors Co. 0.05% Reduce -0.8% 1,063 $375K
Sandy Cove Advisors, LLC 0.11% Add +0.7% 1,060 $374K
Kera Capital Partners, Inc. 0.05% New 1,068 $373K
Weaver Consulting Group 0.09% Add +0.6% 1,053 $372K
L2 Asset Management, LLC 0.05% Add +7.2% 1,051 $371K
Directional Asset Management 0.32% — 1,050 $371K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -0.5% 1,047 $369K
Newman Dignan & Sheerar, Inc. 0.08% Reduce -0.1% 1,040 $367K
Legacy Wealth Partners, LLC 0.09% — 1,037 $366K
MPS Loria Financial Planners, LLC 0.09% No change 1,030 $363K
Blue Trust, Inc. 0.00% Reduce -22.4% 1,027 $362K
Waddell & Associates, LLC 0.02% Add +51.6% 1,025 $362K
Sowell Financial Services LLC 0.01% Add +6.2% 1,017 $359K
JFS Wealth Advisors, LLC 0.02% Add +2.9% 986 $348K
Creekside Partners 0.15% No change 982 $347K
Argent Trust Co 0.01% Reduce -8.0% 972 $343K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.1% 965 $341K
Smith, Moore & Co. 0.03% Reduce -0.3% 965 $340K
Cornerstone Wealth Group, LLC 0.02% Add +2.2% 962 $339K
Advisor OS, LLC 0.03% Add +2.2% 936 $330K
Retirement Planning Group, LLC 0.01% Add +5.2% 936 $330K
Trust Point Inc. 0.03% Add +5.7% 935 $330K
GC Wealth Management RIA, LLC 0.01% Reduce -65.3% 932 $329K
Keel Point, LLC 0.02% Add +3.2% 929 $328K
Intrust Bank NA 0.03% Add +0.9% 926 $327K
Potomac Fund Management Inc. 0.01% Add +26.5% 925 $327K
Savvy Advisors, Inc. 0.01% Add +8.4% 925 $326K
Noble Family Wealth, LLC 0.07% No change 920 $325K
Pioneer Trust Bank N A 0.08% No change 919 $324K
Federated Hermes, Inc. 0.00% Reduce -2.8% 917 $324K
Frec Markets, Inc. 0.09% — 915 $323K
Linscomb Wealth, Inc. 0.01% No change 912 $322K
Castleview Partners, LLC 0.16% Reduce -4.4% 910 $321K
Old Mission Investment Co LLC 0.08% Add +0.4% 909 $321K
Inspirion Wealth Advisors, LLC 0.04% Reduce -25.9% 909 $321K
Todd Asset Management LLC 0.01% No change 907 $320K
Westbourne Investment Advisors, Inc. 0.09% No change 900 $318K
Baldwin Investment Management, LLC 0.04% No change 900 $318K
Trivium Point Advisory, LLC 0.03% Reduce -2.7% 899 $317K
Sumitomo Life Insurance Co. 0.01% Add +1.1% 897 $317K
BlackDiamond Wealth Management, LLC 0.15% Add +4.1% 1,018 $316K
Simplicity Wealth,LLC 0.02% Reduce -59.3% 885 $312K
Wallace Advisory Group, LLC 0.33% Reduce -44.8% 885 $312K
Indivisible Partners 0.03% — 885 $312K
Los Angeles Capital Management LLC 0.00% Reduce -3.9% 949 $311K
Ehrenkranz Partners L.P. 0.35% New 881 $311K
Jacobi Capital Management LLC 0.02% Reduce -13.3% 880 $311K
Broadway Wealth Solutions, Inc. 0.16% Add +3.3% 872 $308K
Tanager Wealth Management LLP 0.03% Add +0.6% 871 $307K
City National Bank of Florida 0.20% Add +3.8% 867 $306K
Redwood Family Wealth LLC 0.30% — 860 $304K
Tranquility Partners, LLC 0.11% New 860 $303K
West Paces Advisors Inc. 0.06% No change 859 $303K
Kohmann Bosshard Financial Services, LLC 0.03% No change 859 $303K
Alta Advisers Ltd 0.11% Reduce -15.8% 850 $300K
Transcend Capital Advisors, LLC 0.02% New 848 $299K
LWM Advisory Services, LLC 0.18% New 848 $299K
Abacus Planning Group, Inc. 0.04% Reduce -5.2% 846 $299K
Quantum Portfolio Management LLC 0.13% No change 828 $292K
Main Street Research LLC 0.02% Add +30.9% 821 $290K
FSM Wealth Advisors, LLC 0.04% Add +11.3% 818 $289K
SmartHarvest Portfolios, LLC 0.10% — 814 $287K
CI Investments Inc. 0.00% Reduce -5.7% 813 $287K
Integrated Advisors Network LLC 0.01% Reduce -6.4% 809 $285K
Exchange Bank 0.20% Add +0.1% 806 $284K
71 West Capital Partners 0.01% — 805 $284K
Heritage Wealth Advisors 0.01% No change 803 $283K
Connors Investor Services Inc. 0.02% No change 800 $282K
RVW Wealth, LLC 0.02% No change 800 $282K
Apella Capital, LLC 0.01% Add +3.0% 799 $282K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -11.7% 796 $281K
Curi Capital, LLC 0.00% New 792 $280K
Inspire Advisors, LLC 0.03% No change 790 $279K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -56.3% 784 $276K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 783 $276K
Community Bank & Trust, Waco, Texas 0.06% Add +14.7% 781 $276K
Ellevest, Inc. 0.04% Reduce -7.0% 780 $275K
Flaharty Asset Management, LLC 0.03% No change 768 $271K
Salem Investment Counselors Inc. 0.01% No change 764 $270K
Dynamic Financial Group 0.23% No change 762 $269K
One Wealth Advisors, LLC 0.03% Reduce -4.0% 761 $269K
Moors & Cabot, Inc. 0.01% No change 761 $269K
Global Wealth Management Investment Advisory, Inc. 0.04% No change 757 $267K
Abel Hall, LLC 0.06% New 756 $267K
Garrison Point Advisors, LLC 0.12% No change 753 $266K
Trust Co. of Oklahoma 0.08% Reduce -4.5% 752 $265K
TRUE Private Wealth Advisors 0.03% No change 746 $263K
Wealth Alliance, LLC 0.03% No change 744 $263K
Benjamin Edwards Inc. 0.00% Add +7.1% 739 $261K
Laurel Oak Wealth Management, LLC 0.04% — 737 $260K
Tectonic Advisors LLC 0.01% Reduce -9.1% 737 $260K
Spirepoint Private Client, LLC 0.02% No change 735 $259K
Nilsine Partners, LLC 0.02% Add +6.4% 735 $259K
Camden National Bank 0.04% Reduce -3.2% 733 $259K
Alpine Bank Wealth Management 0.04% No change 725 $256K
Leslie Global Wealth, LLC 0.11% New 723 $255K
Leonteq Securities AG 0.01% New 718 $253K
Norris Perne & French LLP 0.02% No change 715 $252K
Steinberganna Wealth Management 0.12% No change 712 $251K
Clifford Group, LLC 0.19% No change 710 $251K
New Capital Management LP 0.06% No change 707 $249K
Aspen Grove Capital, LLC 0.04% Reduce -9.6% 703 $248K
Harris Associates (Oakmark Funds) 0.00% Reduce -0.7% 699 $247K
River Wealth Advisors LLC 0.03% Reduce -2.8% 698 $246K
Impact Investors, Inc 0.17% Reduce -18.4% 698 $246K
McLean Asset Management Corp 0.04% Reduce -0.1% 710 $246K
Advisory Services Network, LLC 0.00% Reduce -22.8% 695 $245K
Fragasso Financial Advisors Inc 0.01% Reduce -2.9% 693 $245K
Alpha Family Trust 0.11% No change 690 $243K
Csenge Advisory Group 0.01% Reduce -4.0% 690 $243K
Balefire, LLC 0.05% Reduce -9.9% 688 $243K
New Republic Capital, LLC 0.06% New 686 $242K
Granite Group Advisors, LLC 0.14% Reduce -1.0% 682 $241K
Sentry Investment Management LLC 0.16% No change 679 $240K
Asset Dedication, LLC 0.02% No change 680 $240K
Penobscot Investment Management Company, Inc. 0.02% Reduce -8.2% 670 $236K
Hopwood Financial Services, Inc. 0.16% No change 660 $233K
Avalon Capital Management 0.06% Reduce -41.1% 660 $233K
Legacies Wealth LLC 0.13% No change 659 $233K
REAP Financial Group, LLC 0.05% Add +0.3% 659 $232K
Quadcap Wealth Management, LLC 0.03% Reduce -14.1% 658 $232K
Patton Fund Management, Inc. 0.03% No change 655 $231K
Nations Financial Group Inc, /Ia/ 0.01% New 654 $231K
Center for Financial Planning, Inc. 0.02% No change 653 $230K
Uhlmann Price Securities, LLC 0.14% No change 651 $230K
Goldstream Capital Management Ltd 0.09% No change 649 $229K
Matrix Asset Advisors Inc. 0.02% No change 648 $229K
Appleton Partners Inc. 0.01% New 645 $228K
ARS Investment Partners, LLC 0.01% No change 645 $228K
Genesis Private Wealth, LLC 0.07% Add +12.0% 644 $227K
Dover Advisors, LLC 0.09% Reduce -0.6% 643 $227K
Purpose Unlimited Inc. 0.01% — 642 $227K
Chancellor Financial Group WB LP 0.15% No change 642 $227K
CrossGen Wealth, LLC 0.20% — 636 $224K
Canopy Partners, LLC 0.07% Add +2.1% 636 $224K
Fisher Asset Management 0.00% Add +8.4% 635 $224K
LRI Investments, LLC 0.02% Reduce -5.7% 631 $223K
Natural Investments, LLC 0.06% Add +7.3% 630 $222K
Optas, LLC 0.03% New 627 $221K
CYBER HORNET ETFs LLC 0.13% Add +6.1% 627 $221K
JM2 Capital Inc. 0.18% — 626 $221K
Tempo Wealth, LLC 0.04% — 621 $219K
Seeds Investor LLC 0.04% No change 619 $218K
Signature Estate & Investment Advisors LLC 0.00% Add +1.0% 616 $217K
Flower City Capital 0.11% No change 613 $216K
Angeles Wealth Management, LLC 0.01% New 613 $216K
KCM Investment Advisors LLC 0.01% Reduce -3.6% 613 $216K
Welch & Forbes LLC 0.00% No change 613 $216K
Lewis Asset Management, LLC 0.09% No change 609 $215K
Beacon Investment Advisory Services, Inc. 0.01% No change 609 $215K
McDonald Partners LLC 0.07% No change 608 $215K
Cornerstone Advisory, LLC 0.02% No change 608 $215K
Verus Capital Partners, LLC 0.01% No change 605 $213K
Fourth Dimension Wealth, LLC 0.08% Reduce -3.0% 603 $213K
Three Magnolias Financial Advisors, LLC 0.13% No change 600 $212K
Carlson Capital, L.P. 0.10% No change 600 $212K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -9.4% 596 $210K
Inscription Capital, LLC 0.02% Reduce -6.2% 592 $209K
Cromwell Holdings LLC 0.11% No change 588 $207K
Mill Creek Capital Advisors, LLC 0.00% Reduce -4.4% 588 $207K
Hollencrest Capital Management 0.01% Add +216.2% 585 $206K
HCR Wealth Advisors 0.02% No change 581 $205K
Bantamac Capital, LLC 0.14% No change 578 $204K
Acorn Creek Capital LLC 0.07% Reduce -0.3% 576 $203K
Cypress Wealth Services, LLC 0.03% New 575 $203K
Colonial Trust Advisors 0.02% No change 575 $203K
Grove Street Fiduciary, LLC 0.08% Reduce -0.5% 573 $202K
Hilltop National Bank 0.05% Reduce -28.6% 573 $202K
Westpac Banking Corp. 0.01% Reduce -7.7% 572 $202K
Oakworth Capital, Inc. 0.01% Add +8.1% 559 $197K
Carolina Wealth Advisors, LLC 0.09% No change 557 $197K
High Note Wealth, LLC 0.04% Reduce -0.6% 543 $192K
Versant Capital Management, Inc 0.02% Reduce -51.2% 502 $177K
Financial Gravity Asset Management, Inc. 0.03% No change 501 $177K
Addison Advisors LLC 0.04% No change 500 $176K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -27.3% 497 $176K
Goodman Advisory Group, LLC 0.04% Reduce -32.6% 496 $175K
Financial Freedom, LLC 0.09% No change 492 $174K
Manchester Capital Management LLC 0.02% Add +8.3% 468 $165K
IFP Advisors, Inc 0.00% Add +28.8% 465 $164K
Smithfield Trust Co 0.01% No change 466 $164K
Flagship Harbor Advisors, LLC 0.01% Reduce -27.0% 446 $158K
Capital Analysts, LLC 0.00% Reduce -3.8% 433 $153K
BankPlus Trust Department 0.04% No change 430 $152K
CVA Family Office, LLC 0.02% Add +1.4% 425 $150K
Geneos Wealth Management Inc. 0.00% No change 423 $149K
Boreal Capital Management LLC 0.14% Add +7.4% 421 $149K
Harbour Investments, Inc. 0.00% Add +119.4% 419 $148K
American National Bank & Trust 0.01% Add +1.5% 415 $146K
Westfuller Advisors, LLC 0.06% Reduce -3.1% 405 $143K
Summit Securities Group LLC 0.03% Add +7.0% 398 $140K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +19.2% 391 $138K
Trust Co. of Vermont 0.01% Add +0.3% 390 $138K
Advisors Asset Management, Inc. 0.00% Reduce -10.6% 379 $134K
Eastern Bank 0.00% Reduce -6.1% 370 $131K
Acadian Asset Management LLC 0.00% Reduce -54.7% 365 $128K
Havemeyer Place LP 0.03% — 360 $127K
S&T Bank 0.04% No change 336 $119K
Spire Wealth Management 0.00% Add +6.4% 331 $117K
MidFirst Bank 0.01% — 317 $112K
Root Financial Partners, LLC 0.01% Reduce -8.8% 313 $110K
IMA Advisory Services, Inc. 0.01% No change 312 $110K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -35.3% 308 $109K
Johnson Financial Group, Inc. 0.00% Reduce -1.0% 305 $108K
DV Equities, LLC 0.02% — 299 $106K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 285 $101K
Ameriflex Group, Inc. 0.05% Reduce -49.8% 251 $89K
Horizon Bancorp Inc. 0.04% Reduce -17.2% 240 $85K
Maseco LLP 0.00% Add +36.0% 234 $83K
Essential Partners LLC 0.03% Add +150.0% 230 $81K
Quarry LP 0.01% Reduce -76.4% 222 $78K
Alerus Financial NA 0.00% No change 220 $78K
Covestor Ltd 0.04% Reduce -4.5% 212 $75K
Godfrey Financial Associates, Inc. 0.06% — 211 $74K
Harbor Investment Advisory, LLC 0.01% Add +14.9% 208 $73K
Reflection Asset Management 0.05% — 203 $72K
Lavaca Capital LLC 0.01% No change 200 $71K
Rosenberg Matthew Hamilton 0.01% No change 199 $70K
Resources Management Corp. /CT/ 0.01% New 190 $67K
Basecamp Wealth Advisors LLC 0.01% — 188 $66K
AdvisorNet Financial, Inc 0.00% Add +0.5% 188 $66K
Orion Capital Management LLC 0.02% No change 176 $62K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 174 $58K
West Financial Advisors, LLC 0.01% No change 162 $57K
Nemes Rush Group LLC 0.01% Add +3.2% 160 $56K
Elevation Wealth Partners, LLC 0.02% Add +6.8% 157 $55K
Pin Oak Investment Advisors Inc. 0.04% Reduce -1.2% 160 $55K
First United Bank & Trust 0.02% No change 150 $53K
Dagco, Inc. 0.01% No change 150 $53K
Farmers & Merchants Investments Inc. 0.00% Add +3.5% 149 $53K
Coston, McIsaac & Partners 0.01% No change 140 $49K
Boyd Watterson Asset Management LLC 0.01% No change 138 $49K
Palladiem, LLC 0.04% — 132 $47K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +884.6% 128 $45K
Prestige Wealth Management Group LLC 0.01% Add +9.5% 127 $45K
Rossby Financial, LCC 0.01% Reduce -71.9% 119 $42K
Frazier Financial Advisors, LLC 0.02% No change 118 $42K
Salomon & Ludwin, LLC 0.00% Add +39.3% 117 $41K
Financial Network Wealth Advisors LLC 0.04% Reduce -8.4% 109 $38K
Cornerstone Financial Management LLC 0.04% — 106 $37K
Measured Wealth Private Client Group, LLC 0.01% No change 103 $36K
GW&K Investment Management, LLC 0.00% Reduce -7.2% 103 $36K
Medallion Wealth Advisors, LLC 0.01% No change 100 $35K
Mascoma Wealth Management LLC 0.01% Reduce -14.4% 95 $34K
Wellington Grp LLC 0.01% — 92 $32K
Tsfg, LLC 0.00% No change 92 $32K
Millstone Evans Group, LLC 0.02% No change 90 $32K
Pinnacle Bancorp, Inc. 0.01% Reduce -2.2% 89 $31K
Bell Investment Advisors, Inc 0.00% Reduce -17.0% 88 $31K
Washington Trust Advisors, Inc. 0.00% No change 88 $31K
Eagle Bay Advisors LLC 0.02% New 86 $30K
Bruce G. Allen Investments, LLC 0.02% Reduce -9.5% 86 $30K
SouthState Bank Corp 0.00% Add +31.8% 83 $29K
Kemnay Advisory Services Inc. 0.00% New 83 $29K
DV Trading LLC 0.00% — 80 $28K
Anchor Investment Management, LLC 0.00% No change 80 $28K
Keating Financial Advisory Services, Inc. 0.00% — 79 $28K
Quent Capital, LLC 0.00% Add +66.0% 78 $28K
Wealth Watch Advisors, INC 0.01% Add +10.0% 77 $27K
University of Texas/Texas Am Investment Management Co. 0.00% New 76 $27K
HHM Wealth Advisors, LLC 0.00% No change 74 $26K
Rational Advisors, Inc. 0.00% Add +16.1% 72 $25K
Alphadyne Asset Management LP 0.00% New 71 $25K
Capital Advisors, Ltd. LLC 0.00% No change 72 $25K
Westside Investment Management, Inc. 0.00% Add +2.9% 72 $25K
Optiver Holding B.V. 0.00% New 70 $25K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 68 $24K
True Wealth Design, LLC 0.01% Add +407.7% 66 $23K
Redmont Wealth Advisors LLC 0.03% No change 64 $23K
Union Savings Bank 0.01% — 64 $23K
Key Financial Inc 0.00% No change 64 $23K
Trust Co. of Toledo NA 0.00% Reduce -30.0% 63 $22K
Access Investment Management LLC 0.01% No change 62 $22K
Hughes Financial Services, LLC 0.00% Add +19.2% 62 $22K
DT Investment Partners, LLC 0.00% Add +190.0% 58 $20K
SOA Wealth Advisors, LLC. 0.00% Reduce -1.7% 57 $20K
St Germain D J Co. Inc. 0.00% No change 57 $20K
Cornerstone Planning Group LLC 0.00% Reduce -13.0% 60 $20K
New Age Alpha Advisors, LLC 0.00% New 56 $20K
Sit Investment Associates Inc. 0.00% No change 54 $19K
Physician Wealth Advisors, Inc. 0.00% Reduce -11.7% 53 $19K
Kingdom Financial Group LLC. 0.01% New 53 $19K
Transamerica Financial Advisors, LLC 0.00% Add +188.9% 52 $18K
Optima Capital LLC 0.01% New 52 $18K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 52 $18K
Group One Trading LLC 0.00% New 52 $18K
Aspect Partners, LLC 0.01% Reduce -2.0% 50 $18K
Meeder Asset Management Inc. 0.00% No change 49 $17K
Montag A & Associates Inc. 0.00% New 48 $17K
United Community Bank 0.01% No change 48 $17K
Fortitude Family Office, LLC 0.00% Add +6.7% 48 $17K
Howard Hughes Medical Institute 0.01% No change 46 $16K
Bank of New Hampshire 0.00% No change 45 $16K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Add +25.7% 44 $16K
McIlrath & Eck, LLC 0.00% No change 42 $15K
Lodestone Wealth Management LLC 0.01% New 41 $14K
Truvestments Capital LLC 0.00% No change 41 $14K
Park Square Financial Group, LLC 0.09% New 40 $14K
Monetary Solutions, Ltd 0.01% — 40 $14K
Valley National Advisers Inc. 0.00% Reduce -2.3% 42 $14K
Sunbelt Securities, Inc. 0.00% Add +69.6% 39 $14K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -5.0% 38 $13K
Princeton Global Asset Management LLC 0.00% No change 36 $13K
Raffa Wealth Management, LLC 0.00% No change 36 $13K
SJS Investment Consulting Inc. 0.00% Add +414.3% 36 $13K
Kilter Group LLC 0.01% Add +13.3% 34 $12K
Solstein Capital, LLC 0.00% No change 34 $12K
Financial Management Professionals, Inc. 0.00% Reduce -47.7% 34 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 33 $12K
Nvest Wealth Strategies, Inc. 0.01% — 32 $11K
Ares Financial Consulting, LLC 0.01% — 32 $11K
SBI Securities Co., Ltd. 0.00% Add +33.3% 32 $11K
Colonial Trust Co / SC 0.00% No change 31 $11K
Albion Financial Group 0.00% Reduce -9.1% 30 $11K
MCF Advisors LLC 0.00% Add +172.7% 30 $11K
Coastline Trust Co 0.00% No change 30 $11K
NFJ Investment Group, LLC 0.00% No change 30 $11K
Bayban 0.01% — 28 $10K
Sound Income Strategies, LLC 0.00% Add +1300.0% 28 $10K
First Pacific Financial 0.00% Add +85.7% 26 $9K
ORG Partners LLC 0.00% Reduce -82.7% 26 $9K
Abound Wealth Management 0.00% Reduce -4.0% 24 $8K
Planning Project LLC 0.00% — 24 $8K
Glen Eagle Advisors, LLC 0.00% No change 23 $8K
Arlington Trust Co LLC 0.00% Reduce -88.5% 23 $8K
Avion Wealth 0.00% Add +20.0% 24 $8K
Prosperity Bancshares Inc 0.01% — 22 $8K
Activest Wealth Management 0.00% Reduce -55.1% 22 $8K
Sachetta, LLC 0.00% Reduce -22.2% 21 $7K
Bare Financial Services, Inc 0.00% Reduce -22.2% 21 $7K
Kings Path Partners LLC 0.00% No change 21 $7K
CoreCap Advisors, LLC 0.00% Reduce -19.2% 21 $7K
United Financial Planning Group LLC 0.00% New 20 $7K
Meramec Financial Planners, LLC 0.00% — 20 $7K
Wilkerson Advisory Group LLC 0.00% — 19 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +90.0% 19 $7K
Dunhill Financial, LLC 0.00% Add +12.5% 18 $6K
Bravera Wealth 0.00% — 18 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 18 $6K
Valued Wealth Advisors LLC 0.00% No change 16 $6K
IMG Wealth Management, Inc. 0.00% Add +23.1% 16 $6K
SRH Advisors, LLC 0.00% No change 16 $6K
Joseph Group Capital Management 0.00% New 16 $6K
Country Trust Bank 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% No change 15 $5K
Creative Financial Designs Inc. 0.00% Reduce -6.3% 15 $5K
1015 Capital Partners, LLC 0.00% — 14 $5K
Paladin Partners, LLC 0.00% — 13 $5K
Crews Bank & Trust 0.00% No change 13 $5K
Tompkins Financial Corp. 0.00% New 13 $5K
Greenline Wealth Management LLC 0.00% — 12 $4K
Webster Bank, N. A. 0.00% No change 12 $4K
Piscataqua Savings Bank 0.00% New 12 $4K
City Holding Co. 0.00% No change 12 $4K
Beaird Harris Wealth Management, LLC 0.00% Reduce -26.7% 11 $4K
Signature Equity Partners, LLC 0.00% — 11 $4K
Merited Wealth, LLC 0.00% — 11 $4K
Tucker Asset Management LLC 0.00% New 11 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 11 $4K
Crewe Advisors LLC 0.00% New 11 $4K
NFSG Corp 0.00% Reduce -96.8% 10 $4K
PayPay Securities Corp 0.10% Add +25.0% 10 $4K
Bayforest Capital Ltd 0.00% New 10 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -9.1% 10 $4K
Wealth Preservation Advisors, LLC 0.00% No change 10 $4K
New Millennium Group LLC 0.00% No change 9 $3K
Rialto Wealth Management, LLC 0.00% Add +80.0% 9 $3K
DecisionPoint Financial, LLC 0.00% No change 9 $3K
TFC Financial Management, Inc. 0.00% No change 8 $3K
Fairman Group, LLC 0.00% Reduce -50.0% 8 $3K
Nova Wealth Management, Inc. 0.00% No change 8 $3K
Corsicana & Co. 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
Proathlete Wealth Management LLC 0.00% New 7 $2K
Nvwm, LLC 0.00% Add +16.7% 7 $2K
Valley Wealth Managers, Inc. 0.00% New 7 $2K
WestEnd Advisors, LLC 0.00% Add +40.0% 7 $2K
First Command Advisory Services, Inc. 0.00% New 7 $2K
TD Capital Management LLC 0.00% No change 6 $2K
Clayton Financial Group LLC 0.00% New 6 $2K
Dogwood Wealth Management LLC 0.00% Reduce -60.0% 6 $2K
Rakuten Securities, Inc. 0.00% Add +100.0% 6 $2K
Highline Wealth Partners LLC 0.00% No change 6 $2K
Redwood Park Advisors LLC 0.00% No change 5 $2K
HFM Investment Advisors, LLC 0.00% No change 5 $2K
Financial Consulate, Inc. 0.00% No change 5 $2K
Reyes Financial Architecture, Inc. 0.00% New 5 $2K
Tidemark, LLC 0.00% New 5 $2K
Independence Bank of Kentucky 0.00% New 5 $2K
Bogart Wealth, LLC 0.00% Add +25.0% 5 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +25.0% 5 $2K
Pacifica Partners Inc. 0.00% No change 5 $2K
RMG Wealth Management LLC 0.00% New 5 $2K
Wolff Wiese Magana LLC 0.00% No change 4 $1K
Torren Management, LLC 0.00% — 4 $1K
Seneschal Advisors, LLC 0.00% No change 3 $1K
American Capital Advisory, LLC 0.00% Reduce -40.0% 3 $1K
Clean Yield Group 0.00% No change 3 $1K
Quaker Wealth Management, LLC 0.00% Reduce -25.0% 3 $1K
Arcadia Investment Management Corp. 0.00% New 3 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 3 $1K
Richardson Financial Services Inc. 0.00% New 2 $833
Cape Investment Advisory, Inc. 0.00% New 2 $706
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $699
Investors Portfolio Services LLC 0.00% — 2 $579
Quest 10 Wealth Builders, Inc. 0.00% No change 1 $402
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $353
Davis Capital Management 0.00% Reduce -50.0% 1 $353
Hara Capital LLC 0.00% No change 1 $353
Legacy Wealth Managment, LLC 0.00% New 1 $353
Brown, Lisle/Cummings, Inc. 0.00% No change 1 $353
Tradewinds Capital Management, LLC 0.00% No change 1 $353
Luken Investment Analytics, LLC 0.00% New 1 $353
Elevated Capital Advisors, LLC 0.00% New 1 $353
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.7% 1 $353
Y.D. More Investments Ltd 0.00% Reduce -9.9% 155 $171

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