Aon PLC Class AAON

13F holders, Q1 2026 (March 31)
1,255holders −24
118new positions
142sold out
14famous investors
$323.07avg. 13F price*

At the end of Q1 2026, 1,255 institutions reported holding Aon PLC Class A (AON) in their 13F filings, down 24 from Q4 2025. 118 opened new positions and 142 sold out. The largest holders were BlackRock, Inc. ($5.2B), Vanguard Capital Management LLC ($4.4B) and Capital World Investors ($3.7B). 14 famous investors held it, including Seth Klarman (4.9% of Baupost Group's portfolio), Andreas Halvorsen (1.0% of Viking Global Investors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions118$732.5M
Exits142$1.5B

All 13F filers, Q4 2025 → Q1 2026: 17,189,515 shares bought and 15,534,811 shares sold, net +1,654,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,255 holders

BlackRock, Inc. 0.09% Reduce -0.5% 16,148,507 $5.2B
Vanguard Capital Management LLC 0.11% — 13,581,756 $4.4B
Capital World Investors 0.51% Reduce -6.3% 11,477,788 $3.7B
State Street Corp. 0.10% Add +0.2% 9,219,773 $3.0B
Massachusetts Financial Services Co. 0.93% Reduce -2.2% 8,358,097 $2.8B
Dodge & Cox 1.44% Add +3.4% 8,116,095 $2.6B
Morgan Stanley 0.12% Add +14.4% 6,374,945 $2.1B
JPMorgan Chase & Co. 0.12% Add +76.7% 5,641,431 $1.8B
Geode Capital Management, LLC 0.10% Add +2.0% 5,244,309 $1.7B
Vanguard Portfolio Management LLC 0.08% — 4,559,035 $1.5B
Bank of New York Mellon Corp 0.20% Reduce -4.5% 3,321,092 $1.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.88% Add +22.1% 2,948,410 $951.7M
Independent Franchise Partners LLP 5.85% Add +22.3% 2,588,002 $835.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.55% Add +38.8% 2,516,637 $812.3M
Farallon Capital Management, L.L.C. 4.83% Reduce -5.7% 2,512,638 $811.0M
Northern Trust Corp. 0.09% Reduce -0.8% 2,082,105 $672.1M
WCM Investment Management, LLC 1.44% Reduce -1.7% 1,952,379 $632.7M
Boston Partners 0.66% Add +19.6% 1,955,032 $631.1M
Neuberger Berman Group LLC 0.46% Add +3.0% 1,857,834 $599.7M
Artisan Partners Limited Partnership 0.87% Add +47.1% 1,644,152 $530.7M
Goldman Sachs Group Inc. 0.07% Add +12.4% 1,583,991 $511.3M
Bank of America Corp. 0.04% Add +16.3% 1,582,680 $510.9M
Veritas Asset Management LLP 8.31% Reduce -23.7% 1,520,277 $490.7M
Amundi 0.13% Add +23.5% 1,502,890 $485.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 3.00% Reduce -6.8% 1,487,887 $480.3M
Invesco Ltd. 0.05% Add +11.3% 1,486,623 $479.9M
Charles Schwab Investment Management Inc. 0.07% Add +3.4% 1,355,094 $437.4M
Polen Capital Management LLC 3.02% Reduce -26.7% 1,354,053 $437.1M
Legal & General Group Plc 0.10% Reduce -0.7% 1,341,222 $432.9M
T. Rowe Price Associates Inc. 0.05% Add +121.5% 1,280,926 $413.5M
Mawer Investment Management Ltd. 2.67% Reduce -13.6% 1,277,088 $412.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +1.8% 1,262,123 $407.4M
Dimensional Fund Advisors LP 0.08% Add +20.5% 1,253,769 $404.7M
Vanguard Fiduciary Trust Co. 0.10% — 1,225,563 $395.6M
Lazard Asset Management LLC 0.65% Reduce -5.3% 1,217,243 $392.9M
Cantillon Capital Management LLC 2.35% Reduce -11.9% 1,095,574 $353.6M
Viking Global Investors 0.98% Add +38.7% 1,087,114 $350.9M
Ameriprise Financial Inc. 0.08% Reduce -2.5% 1,080,672 $348.8M
Sustainable Growth Advisers, LP 3.20% Reduce -13.9% 1,051,805 $339.5M
Vontobel Holding Ltd. 1.11% Add +31.4% 999,176 $322.5M
Wealthspire Advisors, LLC 2.49% Add +259.7% 984,075 $317.6M
AQR Capital Management 0.14% Add +127.8% 979,755 $316.2M
Longview Partners (Guernsey) LTD 4.46% Reduce -11.7% 976,263 $315.1M
UBS Group AG 0.05% Add +10.2% 903,928 $291.8M
Nuveen, LLC 0.07% Add +5.3% 851,081 $274.7M
Capital International Investors 0.06% Reduce -35.7% 807,075 $260.6M
Arrowstreet Capital, Limited Partnership 0.14% Add +74.7% 797,418 $257.4M
Baupost Group 4.85% New 769,000 $248.2M
FIL Ltd 0.19% Reduce -15.6% 745,959 $240.8M
First Pacific Advisors, LP 3.24% Add +7.1% 703,258 $227.0M
Royal Bank of Canada 0.04% Reduce -27.9% 688,130 $222.1M
Meritage Group LP 8.28% New 680,169 $219.5M
Altrinsic Global Advisors LLC 7.64% Add +1.5% 660,724 $213.3M
Deutsche Bank AG 0.07% Reduce -19.0% 644,736 $208.1M
Focus Partners Wealth 0.23% Add +15.5% 630,805 $203.6M
Comgest Global Investors S.A.S. 4.42% Add +144.8% 628,700 $202.9M
Barclays PLC 0.07% Add +2.0% 600,554 $193.8M
Swiss National Bank 0.11% Add +6.8% 599,260 $193.4M
OMERS ADMINISTRATION Corp 1.18% No change 567,479 $183.2M
Fiera Capital Corp 0.61% Add +3.1% 550,287 $177.6M
Manufacturers Life Insurance Company, The 0.15% Add +136.1% 547,850 $176.8M
FMR LLC 0.01% Reduce -61.0% 523,184 $168.9M
USS Investment Management Ltd 0.69% Reduce -26.3% 502,480 $162.2M
Southpoint Capital Advisors LP 3.32% Reduce -23.1% 500,000 $161.4M
California Public Employees Retirement System 0.09% Reduce -21.8% 475,942 $153.6M
National Pension Service 0.12% Add +0.6% 475,543 $153.5M
Vanguard Global Advisers, LLC 0.08% — 469,130 $151.4M
Eagle Capital Management LLC 0.50% Reduce -79.6% 463,350 $149.6M
Sei Investments Co. 0.13% Reduce -2.1% 451,925 $145.9M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -5.0% 447,301 $144.4M
Envestnet Asset Management Inc. 0.04% Add +22.9% 423,209 $136.6M
Blair William & Co. 0.39% Reduce -15.1% 421,605 $136.1M
C WorldWide Group Holding A/S 2.77% Reduce -7.6% 399,312 $128.9M
Douglass Winthrop Advisors, LLC 2.33% Add +0.5% 394,536 $127.3M
Rhumbline Advisers 0.11% Reduce -0.8% 380,644 $122.9M
BNP Paribas Financial Markets 0.08% Reduce -12.7% 368,360 $118.9M
Wells Fargo & Company 0.02% Add +7.5% 365,706 $118.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% — 361,858 $116.8M
Franklin Resources Inc. 0.03% Add +24.5% 361,315 $116.6M
HSBC Holdings PLC 0.07% Add +85.7% 354,158 $114.4M
Haverford Trust Co 1.02% Reduce -1.4% 346,117 $111.7M
Natixis Advisors, LLC 0.15% Add +2.2% 341,937 $110.4M
DAVENPORT & Co LLC 0.60% Add +25.1% 337,041 $108.9M
Prana Capital Management, LP 3.20% Add +107.1% 323,458 $104.4M
Bowie Capital Management, LLC 4.92% Reduce -6.4% 322,167 $104.0M
Cryder Capital Partners LLP 6.78% Add +9.0% 321,689 $103.8M
Aviva PLC 0.17% Reduce -6.9% 310,335 $100.2M
California State Teachers Retirement System 0.11% Reduce -2.9% 308,973 $99.7M
Lord, Abbett & Co. LLC 0.33% Add +9.7% 298,530 $96.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +453.2% 291,337 $94.1M
Bank of Montreal 0.04% Reduce -8.8% 288,235 $93.0M
Bristol John W & Co. Inc. 1.50% Reduce -1.1% 283,054 $91.4M
DekaBank Deutsche Girozentrale 0.15% No change 275,444 $90.4M
CapitalatWork S.A. 2.62% Add +37.5% 272,003 $87.8M
Canada Pension Plan Investment Board 0.06% Add +1104.0% 269,059 $86.8M
Russell Investments Group, Ltd. 0.09% Reduce -14.2% 262,916 $84.9M
Scharf Investments, LLC 2.54% Add +22.5% 254,941 $82.3M
BloombergSen Inc. 9.18% Reduce -3.3% 254,006 $82.0M
Jones Financial Companies LLLP 0.04% Add +4814.3% 259,033 $81.3M
Principal Financial Group Inc. 0.04% Add +1.0% 250,925 $81.0M
Citigroup Inc. 0.05% Add +12.6% 250,447 $80.8M
New York State Common Retirement Fund 0.11% Add +0.7% 244,232 $78.8M
Alliancebernstein L.P. 0.03% Add +0.8% 220,323 $77.7M
Raymond James Financial Inc. 0.02% Reduce -4.9% 234,621 $75.7M
Verition Fund Management LLC 0.76% Add +9.9% 228,209 $73.7M
Quantinno Capital Management LP 0.12% Add +94.1% 225,807 $72.9M
Balyasny Asset Management L.P. 0.15% Reduce -42.0% 224,321 $72.4M
Ensign Peak Advisors, Inc 0.13% Add +8.1% 223,178 $72.0M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -63.4% 222,169 $71.7M
Weitz Investment Management, Inc. 4.82% Reduce -2.2% 213,860 $69.0M
Fiducient Advisors LLC 7.73% Add +53.3% 183,310 $59.2M
State Board of Administration of Florida Retirement System 0.11% No change 181,412 $58.6M
Nicholas Company, Inc. 1.15% Reduce -0.1% 181,227 $58.5M
Teacher Retirement System of Texas 0.24% Add +61.1% 180,893 $58.4M
Eminence Capital, LP 1.32% New 179,019 $57.8M
Ninety One North America, Inc. 2.54% Reduce -0.5% 175,559 $56.7M
Nomura Asset Management Co. Ltd. 0.15% Add +3.9% 174,425 $56.3M
Korea Investment CORP 0.11% Add +61.7% 168,112 $54.3M
Mackenzie Financial Corp. 0.06% Reduce -49.4% 166,498 $53.7M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +284.1% 159,373 $51.4M
Aberdeen Group plc 0.08% Add +3.5% 158,598 $51.2M
GFI Investment Counsel Ltd. 6.95% Reduce -5.8% 157,437 $50.8M
New York State Teachers Retirement System 0.10% No change 155,300 $50.1M
State of Tennessee, Department of Treasury 0.17% Add +10.5% 153,379 $49.5M
Petrus Trust Company, LTA 5.41% Add +6.5% 153,300 $49.5M
Stifel Financial Corp. 0.04% Add +3.3% 149,135 $48.1M
Zurich Insurance Group Ltd 0.38% Add +18.8% 148,305 $47.9M
Ycg, LLC 4.29% Reduce -2.9% 147,010 $47.5M
Intech Investment Management LLC 0.46% Reduce -7.6% 144,445 $46.6M
M.D. Sass, LLC 3.48% Add +31.2% 142,362 $46.0M
Man Group plc 0.09% Add +780.2% 139,252 $44.9M
Ninety One UK Ltd 0.10% Reduce -0.5% 137,569 $44.4M
Storebrand Asset Management As 0.13% Reduce -3.5% 137,534 $44.4M
Markel Group 0.37% Add +1.3% 135,800 $43.8M
National Bank of Canada 0.04% Add +120.6% 135,728 $43.8M
Nippon Life Global Investors Americas, Inc. 1.90% Add +32.0% 130,660 $42.2M
D. E. Shaw & Co. 0.04% Add +202.4% 128,323 $41.4M
Davis R M Inc. 0.73% Add +1.1% 127,830 $41.3M
LFL Advisers, LLC 12.30% Add +36.7% 126,666 $40.9M
AMF Tjanstepension AB 0.26% Add +2.8% 122,843 $39.7M
HM Payson & Co. 0.57% Reduce -2.2% 122,238 $39.5M
Danske Bank A/S 0.09% Reduce -0.4% 120,577 $38.9M
Voya Investment Management LLC 0.05% Reduce -74.2% 120,463 $38.9M
TCTC Holdings, LLC 1.10% Reduce -0.1% 120,000 $38.7M
1832 Asset Management L.P. 0.05% Add +242.5% 119,568 $38.6M
Schroder Investment Management Group 0.03% Add +59.9% 118,198 $38.3M
Voloridge Investment Management, LLC 0.15% New 114,974 $37.1M
Schonfeld Strategic Advisors LLC 0.30% Add +59.7% 114,003 $36.8M
State of Wisconsin Investment Board 0.08% Add +2.8% 111,288 $35.9M
Tidal Investments LLC 0.11% Add +38.3% 111,064 $35.8M
Cannell & Spears LLC 0.70% Reduce -0.8% 109,902 $35.5M
Night Owl Capital Management, LLC 4.12% Add +0.7% 109,488 $35.3M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -3.0% 108,749 $35.1M
Ironvine Capital Partners, LLC 3.82% Add +0.0% 107,688 $34.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -0.9% 107,509 $34.7M
Gillson Capital LP 2.72% Reduce -45.6% 102,720 $33.2M
Woodline Partners LP 0.13% Reduce -60.1% 102,369 $33.0M
LPL Financial LLC 0.01% Add +35.3% 102,111 $33.0M
Vanguard Investments Australia, Ltd. 0.10% — 102,047 $32.9M
Broad Run Investment Management, LLC 5.75% Reduce -5.1% 101,157 $32.7M
Capital International, Inc. 0.25% Add +11.8% 98,915 $31.9M
Obermeyer Wealth Partners 1.46% Add +0.0% 98,353 $31.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +0.5% 98,090 $31.7M
KLP Kapitalforvaltning As 0.12% Add +4.6% 97,952 $31.6M
APG Asset Management N.V. 0.10% Reduce -1.9% 112,043 $31.4M
Gateway Investment Advisers LLC 0.35% Add +3.2% 96,683 $31.2M
Asset Management One Co., Ltd. 0.09% Reduce -0.3% 94,239 $30.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.16% Add +52.0% 93,305 $30.1M
Onex Canada Asset Management Inc. 4.97% Reduce -22.7% 92,519 $29.9M
Wellington Management Group LLP 0.01% Add +8.5% 91,374 $29.5M
PNC Financial Services Group, Inc. 0.02% Reduce -20.8% 90,965 $29.4M
Capitolis Liquid Global Markets LLC 0.19% — 90,429 $29.2M
Summit Trail Advisors, LLC 0.42% Add +4.9% 90,234 $29.1M
Pictet Asset Management Holding SA 0.03% Reduce -4.3% 89,972 $29.0M
Treasurer of the State of North Carolina 0.09% Add +2.2% 89,894 $29.0M
Gotham Asset Management 0.09% Add +8.9% 88,805 $28.7M
Dudley & Shanley, Inc. 4.69% No change 88,782 $28.7M
Royal London Asset Management Ltd. 0.06% Add +2.8% 88,381 $28.5M
Swedbank AB 0.03% Add +0.1% 87,464 $28.2M
Advisors Capital Management, LLC 0.33% Reduce -4.3% 86,431 $27.9M
Public Employees Retirement System of Ohio 0.09% Add +0.3% 84,942 $27.4M
TD Asset Management Inc 0.02% Add +3.0% 80,527 $26.0M
Assetmark, Inc. 0.05% Add +504.3% 80,499 $26.0M
Citadel Advisors 0.02% Reduce -81.8% 80,300 $25.9M
Central Securities Corp 2.13% Reduce -20.0% 80,000 $25.8M
SG Americas Securities, LLC 0.03% Reduce -44.9% 78,916 $25.5M
Mariner, LLC 0.03% Add +59.2% 77,401 $25.0M
CIBC Bancorp USA Inc. 0.03% — 75,189 $24.3M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -1.6% 74,486 $24.0M
Capital International Sarl 0.38% Add +8.5% 72,301 $23.3M
Squarepoint Ops LLC 0.05% Add +1155.8% 71,935 $23.2M
Managed Asset Portfolios, LLC 2.77% Add +23.8% 71,613 $23.1M
Susquehanna Fundamental Investments, LLC 0.87% Add +187.4% 71,538 $23.1M
State of New Jersey Common Pension Fund D 0.09% Reduce -1.4% 70,259 $22.7M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Add +0.4% 69,198 $22.3M
CIBC Asset Management Inc 0.05% Reduce -23.0% 68,971 $22.3M
STRS Ohio 0.09% Add +4.9% 68,808 $22.2M
Cerity Partners LLC 0.03% Add +42.8% 67,369 $21.7M
Handelsbanken Fonder AB 0.07% Reduce -0.2% 66,913 $21.6M
SEB Asset Management AB 0.09% — 66,899 $21.6M
Distillate Capital Partners LLC 1.11% New 65,551 $21.2M
Picton Mahoney Asset Management 0.21% Add +12.3% 63,005 $20.3M
Bank of Nova Scotia 0.04% Add +30.1% 62,532 $20.2M
JLB & Associates Inc. 2.87% Reduce -4.5% 61,966 $20.0M
Alyeska Investment Group, L.P. 0.06% Reduce -7.4% 61,730 $19.9M
Victory Capital Management Inc. 0.01% Reduce -9.4% 61,296 $19.8M
Tredje AP-fonden 0.11% Add +691.7% 61,086 $19.7M
Public Sector Pension Investment Board 0.06% Add +11.5% 61,016 $19.7M
Tudor Investment Corporation 0.11% New 61,000 $19.7M
Credit Agricole S A 0.06% Reduce -15.3% 58,883 $19.0M
MetLife Investment Management, LLC 0.10% Reduce -3.3% 58,801 $19.0M
Czech National Bank 0.12% Add +3.1% 58,418 $18.9M
Xponance LLC 0.13% Add +6.9% 58,330 $18.8M
Resona Asset Management Co.,Ltd. 0.09% Add +0.9% 58,047 $18.7M
Saraza Management, LP 7.75% Reduce -11.4% 57,325 $18.5M
Avalon Trust Co 1.27% Add +0.6% 57,236 $18.5M
Glenmede Trust Co. NA 0.09% Add +16.3% 56,358 $18.2M
State of Michigan Retirement System 0.10% Reduce -0.4% 56,058 $18.1M
Arizona State Retirement System 0.11% Reduce -3.0% 55,957 $18.1M
Canoe Financial LP 0.24% Reduce -29.0% 55,189 $17.8M
Abner Herrman & Brock LLC 1.91% Reduce -1.0% 53,632 $17.3M
Ieq Capital, LLC 0.08% Add +94.0% 53,062 $17.1M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.26% Add +60.3% 52,661 $17.0M
Robeco Institutional Asset Management B.V. 0.02% Reduce -16.8% 52,608 $17.0M
Rafferty Asset Management, LLC 0.07% Reduce -20.5% 52,151 $16.8M
Cullen/Frost Bankers, Inc. 0.19% Add +1.1% 50,781 $16.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -0.1% 49,966 $16.1M
Creative Planning 0.01% Add +24.3% 49,764 $16.1M
Cibc World Market Inc. 0.03% Add +1.6% 49,729 $16.1M
Global Frontier Investments LLC 2.16% No change 49,000 $15.8M
Barings LLC 0.25% Reduce -34.9% 46,248 $14.9M
Varma Mutual Pension Insurance Co 0.09% No change 46,100 $14.9M
Retirement Systems of Alabama 0.05% Reduce -0.4% 45,550 $14.7M
DNB Asset Management AS 0.05% Add +7.8% 44,583 $14.4M
Suncoast Equity Management 1.72% New 44,390 $14.3M
Amalgamated Bank 0.11% Reduce -3.0% 44,362 $14.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.4% 43,713 $14.1M
ProShare Advisors LLC 0.02% Reduce -4.8% 43,186 $13.9M
Allianz Asset Management GmbH 0.02% Add +3.3% 43,114 $13.9M
Stephens Inc. 0.17% Add +5.7% 42,556 $13.7M
HighTower Advisors, LLC 0.01% Add +0.3% 42,170 $13.6M
Orion Porfolio Solutions, LLC 0.12% Reduce -3.5% 41,812 $13.5M
Nisa Investment Advisors, LLC 0.05% Reduce -22.5% 41,675 $13.5M
IFM Investors Pty Ltd 0.11% Add +3.3% 40,827 $13.2M
Corsair Capital Management, L.P. 1.92% No change 40,101 $12.9M
Kornitzer Capital Management Inc. 0.28% Reduce -10.7% 40,050 $12.9M
Daiwa Securities Group Inc. 0.04% Add +15.9% 39,430 $12.7M
Corient Private Wealth LP 0.02% Reduce -46.6% 40,653 $12.6M
Pathstone Holdings, LLC 0.05% Reduce -0.6% 38,692 $12.5M
Captrust Financial Advisors 0.02% Add +23.4% 38,482 $12.4M
Artemis Investment Management LLP 0.13% Reduce -10.9% 36,724 $11.9M
Ilmarinen Mutual Pension Insurance Co 0.09% Reduce -27.4% 36,500 $11.8M
Cetera Investment Advisers 0.01% Add +32.5% 36,423 $11.8M
KBC Group NV 0.03% Reduce -1.9% 36,063 $11.6M
GM Advisory Group, LLC 0.44% Reduce -14.4% 35,752 $11.5M
Frontier Capital Management Co. LLC 0.12% Reduce -40.3% 34,992 $11.3M
Capital International Ltd. 0.42% Add +4.2% 34,832 $11.2M
Zevin Asset Management LLC 1.53% Add +0.7% 34,261 $11.1M
Utah Retirement Systems 0.11% Reduce -1.6% 34,131 $11.0M
Factory Mutual Insurance Co. 0.12% Add +4.0% 34,000 $11.0M
Fayez Sarofim & Co 0.03% Add +27.7% 33,620 $10.9M
Tower Bridge Advisors 1.04% Add +0.3% 33,476 $10.8M
Point72 Asset Management 0.02% Reduce -82.3% 33,297 $10.7M
Borer Denton & Associates, Inc. 3.79% Reduce -0.2% 32,886 $10.6M
Janney Montgomery Scott LLC 0.03% Add +183.2% 32,439 $10.5M
Police & Firemen's Retirement System of New Jersey 0.09% Add +0.3% 32,297 $10.4M
Eurizon Capital SGR S.p.A. 0.03% New 31,906 $10.3M
Sone Capital Management, LLC 0.85% Reduce -8.2% 31,483 $10.2M
Beese Fulmer Investment Management, Inc. 0.65% Add +5.7% 31,236 $10.1M
Truist Financial Corp. 0.01% Add +48.5% 31,199 $10.1M
Premier Fund Managers Ltd 0.70% Reduce -6.6% 30,668 $9.9M
Baird Financial Group, Inc. 0.02% Add +4.7% 30,711 $9.9M
NEOS Investment Management LLC 0.05% Reduce -9.6% 30,543 $9.9M
O'shaughnessy Asset Management, LLC 0.05% Add +28.4% 30,522 $9.9M
Motco 0.91% Add +4.5% 30,391 $9.8M
Peapack Gladstone Financial Corp. 0.12% Add +0.1% 30,194 $9.7M
Elo Mutual Pension Insurance Co 0.16% Add +7.1% 30,191 $9.7M
Engineers Gate Manager LP 0.12% Add +11.3% 29,551 $9.5M
Cwm, LLC 0.03% Add +112.0% 29,527 $9.5M
Prudential Financial Inc. 0.01% Reduce -23.4% 29,018 $9.4M
Mediolanum International Funds Ltd 0.10% Add +16.0% 28,645 $9.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.0% 28,640 $9.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -22.6% 28,141 $9.1M
MML Investors Services, LLC 0.03% Add +107.8% 28,019 $9.0M
Philadelphia Financial Management of San Francisco, LLC 2.90% New 28,000 $9.0M
Mercer Global Advisors Inc. 0.01% Add +64.5% 27,748 $9.0M
First Trust Advisors LP 0.01% Reduce -28.9% 27,672 $8.9M
Clifford Swan Investment Counsel LLC 0.30% Add +11.5% 27,076 $8.7M
Vanguard Personalized Indexing Management, LLC 0.09% Reduce -3.5% 27,025 $8.7M
American Century Companies Inc. 0.00% Reduce -5.1% 26,854 $8.7M
Vinva Investment Management Ltd 0.11% Add +40.0% 26,725 $8.7M
Janus Henderson Group PLC 0.00% Add +9.8% 26,747 $8.6M
Boston Common Asset Management, LLC 0.55% Reduce -3.3% 26,695 $8.6M
State of Alaska, Department of Revenue 0.09% Reduce -1.4% 26,675 $8.6M
Motley Fool Asset Management LLC 0.37% Reduce -4.4% 26,587 $8.6M
Old National Bancorp 0.14% Add +8.6% 26,400 $8.5M
Oppenheimer Asset Management Inc. 0.10% Reduce -19.9% 26,392 $8.5M
GHP Investment Advisors, Inc. 0.35% Reduce -0.5% 26,374 $8.5M
Fifth Third Bancorp 0.02% Add +7.2% 26,074 $8.4M
Yousif Capital Management, LLC 0.10% Reduce -2.1% 25,814 $8.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 25,766 $8.3M
Callan Family Office, LLC 0.19% Add +11.1% 25,719 $8.3M
Jensen Investment Management Inc. 0.16% Add +141.2% 25,569 $8.3M
Thrivent Financial for Lutherans 0.02% Add +168.0% 25,105 $8.1M
Allstate Corp. 0.09% Add +59.9% 25,006 $8.1M
US Bancorp \de 0.01% Reduce -20.9% 24,891 $8.0M
Oregon Public Employees Retirement Fund 0.10% Add +0.2% 24,637 $8.0M
M&T Bank Corp 0.03% Reduce -7.3% 24,572 $7.9M
Ethic Inc. 0.12% Add +2.1% 24,563 $7.9M
Capital Group Private Client Services, Inc. 0.13% Reduce -42.4% 24,516 $7.9M
Qube Research & Technologies Ltd 0.01% Reduce -55.6% 24,328 $7.9M
Dash Acquisitions Inc. 1.61% Add +3.3% 23,289 $7.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -12.4% 28,622 $7.6M
First Manhattan Co. Llc. 0.02% Reduce -9.4% 23,071 $7.4M
Osaic Holdings, Inc. 0.01% Reduce -1.8% 23,049 $7.4M
YHB Investment Advisors, Inc. 0.53% Reduce -6.1% 23,048 $7.4M
Hyperion Capital Advisors LP 3.57% New 23,001 $7.4M
Federation des caisses Desjardins du Quebec 0.03% Add +69.2% 22,989 $7.4M
Live Oak Private Wealth LLC 1.03% Add +1.7% 22,945 $7.4M
Mutual of America Capital Management LLC 0.08% Reduce -1.1% 22,816 $7.4M
Silvercrest Asset Management Group LLC 0.05% Reduce -1.6% 22,735 $7.3M
FORA Capital, LLC 0.53% Add +175.9% 22,617 $7.3M
Empowered Funds, LLC 0.05% Add +20.9% 22,496 $7.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.6% 22,425 $7.2M
Waverly Advisors, LLC 0.05% Add +872.8% 22,073 $7.1M
Strategy Asset Managers LLC 1.16% Reduce -2.4% 21,983 $7.1M
Fiduciary Group, LLC 0.60% Add +0.9% 21,616 $7.0M
Carderock Capital Management Inc. 1.72% Reduce -3.8% 21,586 $7.0M
Bleakley Financial Group, LLC 0.11% Add +9.0% 21,435 $6.9M
Violich Capital Management, Inc. 0.81% Reduce -1.1% 21,365 $6.9M
Annandale Capital, LLC 1.11% Add +66.7% 21,032 $6.8M
Bridgewater Advisors Inc. 0.40% New 21,857 $6.8M
Nordea Investment Management AB 0.01% Add +5.2% 21,029 $6.7M
Kwmg, LLC 0.55% Add +3.6% 20,420 $6.6M
ASR Vermogensbeheer N.V. 0.08% Add +1.7% 20,344 $6.6M
Bridgewater Associates 0.03% Add +51.3% 20,219 $6.5M
Guggenheim Capital LLC 0.05% Add +564.8% 20,069 $6.5M
Millennium Management 0.01% Reduce -96.9% 19,976 $6.4M
Gerber, LLC 3.57% No change 19,553 $6.3M
Two Sigma Investments, LP 0.01% Add +0.2% 19,537 $6.3M
Commerce Bank 0.03% Add +5.4% 19,432 $6.3M
Abn Amro Investment Solutions 0.08% New 19,265 $6.2M
Obion Capital Management LP 6.07% Add +17.9% 19,079 $6.2M
Avanza Fonder AB 0.17% No change 18,957 $6.1M
Savant Capital, LLC 0.03% Reduce -0.9% 18,626 $6.0M
Macquarie Group Ltd. 0.04% Reduce -34.6% 18,502 $6.0M
Sanctuary Advisors, LLC 0.03% Add +15.0% 18,119 $5.8M
Blue Sparrow, LLC 0.10% New 18,000 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -30.6% 17,879 $5.8M
Haverford Financial Services, Inc. 1.72% Reduce -18.9% 17,853 $5.8M
Bell Asset Management Ltd 1.69% Add +11.7% 17,801 $5.8M
Susquehanna International Group, LLP 0.01% Reduce -35.9% 17,363 $5.6M
Teachers Retirement System of the State of Kentucky 0.04% No change 16,947 $5.5M
Prudential PLC 0.04% Reduce -19.5% 16,747 $5.4M
Williams Jones Wealth Management, LLC. 0.07% Reduce -43.5% 16,715 $5.4M
Berman McAleer LLC 0.73% Reduce -0.0% 16,609 $5.4M
Investment Management Corp of Ontario 0.07% Reduce -5.3% 16,450 $5.3M
Graham Capital Management, L.P. 0.24% New 16,254 $5.2M
Wedge Capital Management L L P 0.10% Reduce -29.5% 16,077 $5.2M
Sequoia Financial Advisors, LLC 0.03% Add +4.6% 15,907 $5.1M
Gulf International Bank (UK) Ltd 0.11% Add +61.6% 15,738 $5.1M
Wealthfront Advisers LLC 0.01% Add +8.8% 15,672 $5.1M
Cresset Asset Management, LLC 0.02% Reduce -1.0% 15,619 $5.0M
Kestra Advisory Services, LLC 0.02% Reduce -17.9% 15,553 $5.0M
Illinois Municipal Retirement Fund 0.06% Add +5.2% 15,480 $5.0M
Hantz Financial Services, Inc. 0.08% Reduce -61.7% 15,434 $5.0M
Johnson Investment Counsel Inc. 0.04% Reduce -13.7% 14,964 $4.8M
Aptus Capital Advisors, LLC 0.04% Add +980.1% 14,884 $4.8M
Motley Fool Wealth Management, LLC 0.51% Reduce -29.4% 14,022 $4.5M
Osmosis Investment Management UK Ltd 0.12% Add +5.1% 13,983 $4.5M
Pittenger & Anderson Inc. 0.18% No change 13,897 $4.5M
United Capital Financial Advisors, LLC 0.03% Add +180.7% 13,842 $4.5M
Entropy Technologies, LP 0.21% Reduce -64.2% 13,833 $4.5M
Pacer Advisors, Inc. 0.01% Reduce -30.0% 13,647 $4.4M
Trexquant Investment LP 0.03% Reduce -31.9% 13,488 $4.4M
Jasper Ridge Partners, L.P. 0.10% No change 13,390 $4.3M
Atria Investments, Inc 0.05% Reduce -5.7% 13,185 $4.3M
Integrated Wealth Concepts LLC 0.03% Add +221.4% 13,107 $4.2M
Modera Wealth Management, LLC 0.05% Reduce -1.2% 13,105 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.2% 13,043 $4.2M
Mizuho Securities USA LLC 0.10% Reduce -17.1% 12,967 $4.2M
Marks Group Wealth Management, Inc 0.40% Reduce -34.3% 12,928 $4.2M
Yacktman Asset Management 0.06% No change 12,915 $4.2M
Buckhead Capital Management LLC 1.47% Reduce -1.8% 12,083 $3.9M
Norinchukin Bank, The 0.05% Reduce -0.7% 12,013 $3.9M
Gabelli Funds LLC 0.03% Add +81.1% 11,880 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +13.4% 11,845 $3.8M
Laird Norton Wetherby Trust Company, LLC 0.08% Add +2.2% 11,771 $3.8M
Renaissance Technologies 0.01% New 11,601 $3.7M
Accurate Wealth Management, LLC 0.45% Add +0.1% 11,832 $3.7M
Clearstead Advisors, LLC 0.03% Add +8.6% 11,444 $3.7M
Seascape Capital Management 1.06% Add +3.6% 11,424 $3.7M
Agf Management Ltd. 0.02% Add +37.5% 11,388 $3.7M
Gsa Capital Partners LLP 0.23% Add +41.8% 11,353 $3.7M
&partners 0.02% Reduce -7.5% 11,213 $3.6M
MAI Capital Management 0.02% Add +24.1% 11,210 $3.6M
Bessemer Group Inc. 0.01% Add +6.9% 11,055 $3.6M
Jane Street Group, LLC 0.00% Add +22.0% 11,026 $3.6M
Miller Capital Partners, Inc. 1.72% Add +1.6% 11,008 $3.6M
Wealthspire Retirement, LLC 0.21% Reduce -2.6% 10,997 $3.5M
Regions Financial Corp. 0.02% Reduce -4.9% 10,939 $3.5M
Louisiana State Employees Retirement System 0.06% Reduce -0.9% 10,900 $3.5M
Elevation Point Wealth Partners, LLC 0.08% Add +495.8% 10,724 $3.5M
World Investment Advisors 0.06% Add +226.4% 10,654 $3.4M
Merit Financial Group, LLC 0.03% Add +30.5% 10,614 $3.4M
Steward Partners Investment Advisory, LLC 0.02% Add +490.3% 10,573 $3.4M
Machina Capital S.A.S. 0.67% Add +35.1% 10,561 $3.4M
Radnor Capital Management, LLC 0.50% Reduce -0.8% 10,547 $3.4M
Exencial Wealth Advisors, LLC 0.10% Add +5.1% 10,468 $3.4M
Maryland State Retirement & Pension System 0.07% No change 10,467 $3.4M
Ostrum Asset Management 0.19% Add +1.5% 10,432 $3.4M
Stanley-Laman Group, Ltd. 0.41% Add +4.6% 10,425 $3.4M
Scotia Capital Inc. 0.01% Reduce -18.2% 10,329 $3.3M
2Xideas AG 1.30% Reduce -16.9% 10,275 $3.3M
Sivia Capital Partners, LLC 0.64% Add +275.6% 10,250 $3.3M
Voleon Capital Management LP 0.07% Reduce -45.1% 10,159 $3.3M
T. Rowe Price Investment Management, Inc. 0.00% Add +27.3% 10,141 $3.3M
Pure Financial Advisors, LLC 0.05% Reduce -10.6% 10,076 $3.3M
Larson Financial Group LLC 0.10% Add +4.4% 10,002 $3.2M
Union Heritage Capital, LLC 1.20% No change 9,967 $3.2M
New Mexico Educational Retirement Board 0.10% No change 9,945 $3.2M
Anderson Hoagland & Co. 0.27% Add +1.7% 9,894 $3.2M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -37.7% 9,855 $3.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -25.2% 9,763 $3.1M
MV Capital Management, Inc. 0.31% Add +1.6% 9,669 $3.1M
Diversified Trust Co. 0.06% Reduce -27.8% 9,515 $3.1M
Busey Bank 0.08% Reduce -1.2% 9,411 $3.0M
Horizon Investments, LLC 0.03% Add +12.3% 9,393 $3.0M
Citizens Financial Group Inc. 0.04% Reduce -62.4% 9,262 $3.0M
Tower Research Capital LLC (TRC) 0.08% Add +10.0% 9,186 $3.0M
Private Advisor Group, LLC 0.01% Add +44.3% 9,142 $3.0M
LBMC Investment Advisors, LLC 0.18% Reduce -3.0% 9,113 $2.9M
Nicolet Bankshares Inc. 0.11% New 9,106 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.5% 8,896 $2.9M
MUFG Securities EMEA plc 0.04% Reduce -83.9% 8,794 $2.8M
First Foundation Advisors 0.11% Reduce -12.2% 8,678 $2.8M
Burkett Asset Management Ltd 2.75% Add +3.4% 8,639 $2.8M
Lido Advisors, LLC 0.01% Reduce -22.8% 8,396 $2.7M
Equitable Holdings, Inc. 0.02% Add +498.4% 7,617 $2.7M
Assenagon Asset Management S.A. 0.00% Add +19.3% 8,220 $2.7M
Quantitative Investment Management, LLC 0.28% Add +47.6% 8,210 $2.6M
ProVise Management Group, LLC 0.19% Add +163.7% 7,982 $2.6M
TD Waterhouse Canada Inc. 0.01% Add +79.9% 7,990 $2.6M
VestGen Advisors, LLC 0.07% Add +15.6% 8,105 $2.6M
Vestmark Advisory Solutions, Inc. 0.03% Add +1.2% 7,941 $2.6M
Metis Global Partners, LLC 0.06% Reduce -8.9% 7,866 $2.5M
Cullen Investment Group, LTD. 0.33% New 7,696 $2.5M
Verdence Capital Advisors LLC 0.14% Reduce -4.0% 7,631 $2.5M
Northwest & Ethical Investments L.P. 0.06% Add +176.5% 7,552 $2.4M
Saudi Central Bank 0.05% New 7,537 $2.4M
HB Wealth Management, LLC 0.02% Add +28.6% 7,509 $2.4M
Americana Partners, LLC 0.06% Add +90.3% 7,484 $2.4M
Legacy Wealth Asset Management, LLC 0.59% Add +16.4% 7,470 $2.4M
Cary Street Partners Financial LLC 0.06% Reduce -4.6% 7,442 $2.4M
DRW Securities, LLC 0.13% Add +137.3% 7,433 $2.4M
Kampmann Melissa S. 1.91% Reduce -13.3% 7,355 $2.4M
Crestwood Advisors Group, LLC 0.04% Add +13.6% 7,302 $2.4M
Choreo, LLC 0.03% Reduce -5.0% 7,235 $2.3M
Capital Group Investment Management Pte. LTD. 0.40% Add +12.1% 7,219 $2.3M
Crossmark Global Holdings, Inc. 0.03% Add +0.5% 7,178 $2.3M
Beacon Financial Group 0.23% Reduce -0.4% 7,156 $2.3M
Keybank National Association 0.01% Add +3.2% 7,044 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.17% New 7,000 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.0% 6,957 $2.2M
Vident Advisory, LLC 0.02% Add +37.0% 6,872 $2.2M
ExodusPoint Capital Management, LP 0.02% New 6,843 $2.2M
Lafayette Investments, Inc. 0.44% Add +1.9% 6,800 $2.2M
PFA Pension, Forsikringsaktieselskab 0.01% New 6,769 $2.2M
Salvus Wealth Management, LLC 1.26% Reduce -0.8% 6,717 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.08% New 6,713 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -50.5% 6,664 $2.2M
First National Bank & Trust Co. of Newtown 0.46% No change 6,658 $2.1M
Catalyst Capital Advisors LLC 0.04% Add +1.1% 6,577 $2.1M
Brown Brothers Harriman & Co. 0.01% Add +16.8% 6,577 $2.1M
Ascent Group, LLC 0.07% Reduce -24.8% 6,563 $2.1M
Ninety One SA (Pty) Ltd 0.09% New 6,550 $2.1M
Personal Cfo Solutions, LLC 0.29% Add +28.2% 6,331 $2.0M
Brighton Jones LLC 0.05% New 6,329 $2.0M
Nomura Holdings Inc. 0.02% Add +16.8% 6,317 $2.0M
Aire Advisors, LLC 0.37% Add +0.3% 6,273 $2.0M
South Dakota Investment Council 0.04% No change 6,170 $2.0M
QRG Capital Management, Inc. 0.02% Add +49.7% 6,169 $2.0M
NewEdge Wealth, LLC 0.02% Reduce -63.6% 6,123 $2.0M
North Dakota State Investment Board 0.08% Reduce -15.5% 6,082 $2.0M
Ancora Advisors LLC 0.04% Add +1.2% 6,052 $2.0M
Ashton Thomas Securities, LLC 0.24% New 6,030 $1.9M
K.J. Harrison & Partners Inc 0.32% New 6,000 $1.9M
EP Wealth Advisors, LLC 0.01% Reduce -0.3% 5,995 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +112.9% 5,955 $1.9M
GAMCO Investors 0.02% Add +1.4% 5,939 $1.9M
Anchor Capital Advisors LLC 0.05% Reduce -0.2% 5,938 $1.9M
Mufg Securities Americas Inc. 0.12% Add +2.5% 5,935 $1.9M
Beacon Pointe Advisors, LLC 0.01% Add +68.9% 5,899 $1.9M
Equitable Trust Co. 0.09% Add +1.1% 5,861 $1.9M
Securian Asset Management, Inc. 0.07% No change 5,844 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -6.1% 5,834 $1.9M
Warner Group LLC 1.22% Reduce -7.9% 5,804 $1.9M
Rothschild Investment LLC 0.10% Add +47.3% 5,790 $1.9M
Occudo Quantitative Strategies LP 0.10% New 5,883 $1.8M
Meeder Advisory Services, Inc. 0.08% Add +19.8% 5,601 $1.8M
Brown Advisory Inc. 0.00% Reduce -3.6% 5,553 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% No change 5,526 $1.8M
Brooklyn Investment Group 0.06% Add +17.3% 5,474 $1.8M
TCW Group Inc. 0.01% Add +32.4% 5,384 $1.7M
Bank of Nova Scotia Trust Co. 0.15% New 5,267 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -4.2% 5,211 $1.7M
Caldwell Trust Co 0.15% No change 5,200 $1.7M
Welch Group, LLC 0.06% No change 5,148 $1.7M
Concurrent Investment Advisors, LLC 0.02% Add +8.0% 5,113 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -3.1% 5,074 $1.6M
NorthCrest Asset Manangement, LLC 0.05% Reduce -5.9% 5,059 $1.6M
Caprock Group, LLC 0.04% Reduce -26.3% 5,041 $1.6M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.6M
Coldstream Capital Management Inc. 0.02% Reduce -13.8% 4,987 $1.6M
Ossiam 0.03% Add +17.2% 4,984 $1.6M
Triumph Capital Management 0.33% Add +0.0% 4,952 $1.6M
Pragma Gestao DE Patrimonio Ltd. 0.84% New 4,900 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.1% 4,897 $1.6M
Romano Brothers and Company 0.18% Reduce -0.5% 4,882 $1.6M
Tealwood Asset Management Inc. 0.71% Add +1.8% 4,867 $1.6M
Sterling Capital Management LLC 0.03% Reduce -40.6% 4,838 $1.6M
Plato Investment Management Ltd 0.10% Add +2.9% 4,832 $1.6M
Mgo One Seven LLC 0.03% Add +89.8% 4,789 $1.5M
Quadrant Capital Group LLC 0.05% Add +5.5% 4,705 $1.5M
Argent Trust Co 0.05% Add +381.7% 4,682 $1.5M
Canandaigua National Corp. 0.13% — 4,659 $1.5M
Waterfront Wealth Inc. 0.28% Add +23.8% 4,650 $1.5M
Diversify Wealth Management, LLC 0.03% Add +148.3% 4,629 $1.5M
Syon Capital LLC 0.07% Add +2.1% 4,589 $1.5M
Parkside Financial Bank & Trust 0.11% Reduce -1.7% 4,526 $1.5M
Value Partners Investments Inc. 0.11% Add +12.6% 4,513 $1.5M
Richard Bernstein Advisors LLC 0.04% New 4,425 $1.4M
Praxis Investment Management Inc. 0.09% Reduce -18.9% 4,406 $1.4M
Enterprise Financial Services Corp 0.72% Reduce -3.1% 4,397 $1.4M
Nomura Asset Management International Inc. 0.00% Add +15.2% 4,348 $1.4M
Ashton Thomas Private Wealth, LLC 0.03% Add +231.0% 4,339 $1.4M
Arkadios Wealth Advisors 0.02% Add +2.2% 4,334 $1.4M
Greenland Capital Management LP 0.32% Reduce -8.0% 4,325 $1.4M
Banque Cantonale Vaudoise 0.05% Add +143.2% 4,319 $1.4M
Biltmore Family Office, LLC 0.19% Reduce -74.4% 4,242 $1.4M
Private Wealth Asset Management, LLC 0.15% Reduce -0.1% 4,233 $1.4M
Norden Group LLC 0.13% Add +6.8% 4,227 $1.4M
Auxier Asset Management LLC 0.20% Add +6.3% 4,222 $1.4M
CX Institutional 0.04% Reduce -4.7% 4,135 $1.3M
Cambria Investment Management, L.P. 0.07% Reduce -7.1% 4,133 $1.3M
Mission Wealth Management, LP 0.03% Add +5.6% 4,129 $1.3M
Mattern Capital Management, LLC 0.16% Add +3.6% 4,116 $1.3M
Exchange Traded Concepts, LLC 0.01% Add +27.4% 4,110 $1.3M
Portside Wealth Group, LLC 0.18% Reduce -42.0% 4,092 $1.3M
Chesley Taft & Associates LLC 0.06% Reduce -0.1% 4,073 $1.3M
Accredited Investors Inc. 0.07% Reduce -2.8% 4,067 $1.3M
Wealthedge Investment Advisors, LLC 0.48% Add +129.8% 4,059 $1.3M
Vestcor Inc 0.04% Reduce -5.2% 4,010 $1.3M
Dynasty Wealth Management, LLC 0.01% Add +3.9% 3,984 $1.3M
Ellis Investment Partners, LLC 0.22% Reduce -2.1% 3,903 $1.3M
Huntington National Bank 0.01% Reduce -2.7% 3,885 $1.3M
Highland Capital Management, LLC 0.07% No change 3,850 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% New 3,847 $1.2M
Farther Finance Advisors, LLC 0.01% Add +23.1% 3,854 $1.2M
LGT Fund Management Co Ltd. 0.05% No change 3,818 $1.2M
Curated Wealth Partners LLC 0.15% Reduce -2.5% 3,761 $1.2M
NorthCoast Asset Management LLC 0.03% Add +0.0% 3,725 $1.2M
Regal Investment Advisors LLC 0.07% Add +25.3% 3,715 $1.2M
Hillsdale Investment Management Inc. 0.03% New 3,700 $1.2M
NorthRock Partners, LLC 0.02% Add +16.7% 3,683 $1.2M
NBT Bank, N.A. 0.08% Reduce -13.2% 3,655 $1.2M
Vise Technologies, Inc. 0.02% No change 3,334 $1.2M
Silver Lake Advisory, LLC 0.46% No change 3,623 $1.2M
Panagora Asset Management Inc. 0.00% Add +60.7% 3,594 $1.2M
Allworth Financial LP 0.00% Add +38.3% 3,589 $1.2M
Evolve Private Wealth, LLC 0.06% Reduce -14.3% 3,584 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Add +7.1% 3,550 $1.1M
First American Bank 0.07% No change 3,540 $1.1M
Canton Hathaway, LLC 0.23% No change 3,500 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +164.1% 3,420 $1.1M
ABN AMRO Bank N.V. 0.01% No change 3,402 $1.1M
Harbor Capital Advisors, Inc. 0.09% New 3,416 $1.1M
Signaturefd, LLC 0.02% Add +1.2% 3,417 $1.1M
LGT Group Foundation 0.01% Add +0.1% 3,402 $1.1M
Greenleaf Trust 0.01% Reduce -9.4% 3,377 $1.1M
Bank Pictet & Cie (Europe) AG 0.02% No change 3,335 $1.1M
Principal Securities, Inc. 0.02% New 3,329 $1.1M
Raiffeisen Bank International AG 0.02% Add +0.5% 3,306 $1.1M
Apollon Wealth Management, LLC 0.02% Add +64.6% 3,315 $1.1M
Gibbs Wealth Management 0.14% Reduce -27.2% 3,291 $1.1M
Uptick Partners, LLC 0.21% Add +34.4% 3,291 $1.1M
Duncker Streett & Co. Inc. 0.20% No change 3,289 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +3.3% 3,286 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +14.5% 3,212 $1.0M
Private Trust Co. NA 0.09% Reduce -1.6% 3,209 $1.0M
Diversified Enterprises, LLC 0.06% Reduce -51.7% 3,207 $1.0M
Comprehensive Financial Management LLC 0.03% No change 3,197 $1.0M
Venturi Wealth Management, LLC 0.05% Add +12.3% 3,189 $1.0M
Rathbones Group PLC 0.00% No change 3,174 $1.0M
Chicago Capital, LLC 0.03% Add +51.8% 3,123 $1.0M
Marble Harbor Investment Counsel, LLC 0.11% Reduce -0.3% 3,100 $1.0M
Nordwand Advisors, LLC 0.17% Reduce -22.1% 3,085 $996K
Frank, Rimerman Advisors LLC 0.07% Reduce -1.5% 3,073 $992K
Citrine Capital LLC 0.43% Reduce -1.0% 3,070 $991K
Pinnacle Financial Partners, Inc. 0.01% Reduce -6.9% 3,066 $990K
Intellectus Partners, LLC 0.20% Add +4.9% 3,063 $989K
Henshaw Capital LLC 0.04% No change 3,058 $987K
Pekin Hardy Strauss, Inc. 0.10% Reduce -16.2% 3,030 $978K
Arthur M. Cohen & Associates, LLC 0.17% No change 3,020 $970K
Perigon Wealth Management, LLC 0.02% Add +2.1% 3,000 $968K
Ally Financial Inc. 0.12% New 3,000 $968K
RBF Capital, LLC 0.05% No change 3,000 $968K
Oxford Financial Group, LTD. LLC 0.05% Reduce -0.7% 2,971 $959K
Perpetual Ltd 0.01% Add +100.1% 2,959 $955K
GeoWealth Management, LLC 0.03% New 2,918 $942K
PFW Advisors LLC 0.29% No change 2,879 $929K
Armor Investment Advisors, LLC 0.33% Add +0.2% 2,846 $919K
Mather Group, Llc. 0.01% Reduce -4.1% 2,805 $905K
Ameritas Investment Partners, Inc. 0.03% Add +0.1% 2,794 $902K
Kestra Private Wealth Services, LLC 0.01% Add +125.5% 2,781 $898K
Ritholtz Wealth Management 0.02% Add +42.4% 2,752 $888K
Joel Isaacson & Co., LLC 0.03% No change 2,734 $882K
Compound Planning, Inc. 0.03% Add +8.4% 2,733 $882K
Beverly Hills Private Wealth, LLC 0.15% Add +13.3% 2,726 $880K
Circle Wealth Management, LLC 0.01% Reduce -29.1% 2,715 $876K
GFS Advisors, LLC 0.06% New 12,630 $876K
Mutual Advisors, LLC 0.02% Reduce -0.9% 2,699 $871K
Sompo Asset Management Co., Ltd. 0.16% Reduce -0.7% 2,690 $868K
Kingsview Wealth Management, LLC 0.01% Reduce -3.8% 2,670 $862K
LBP Am SA 0.01% Reduce -76.5% 2,655 $857K
Foundation Wealth Management, LLC 0.58% Add +0.3% 2,651 $856K
Websterrogers Financial Advisors, LLC 0.24% No change 2,647 $854K
EverSource Wealth Advisors, LLC 0.03% Add +66.5% 2,638 $851K
Koa Wealth Management, LLC 0.62% Reduce -2.4% 2,636 $851K
Parallax Volatility Advisers, L.P. 0.05% New 2,532 $849K
Hamilton Capital Partners Inc. 0.03% Add +18.5% 2,558 $826K
Modern Wealth Management, LLC 0.01% New 2,550 $820K
TD Private Client Wealth LLC 0.02% Reduce -5.4% 2,516 $812K
Harbor Advisors LLC 0.12% No change 2,500 $807K
Zions Bancorporation, National Association 0.05% Reduce -64.9% 2,475 $799K
Fifth Third Wealth Advisors LLC 0.03% Add +24.3% 2,474 $799K
SageView Advisory Group, LLC 0.03% Add +4.8% 2,465 $796K
Park Avenue Securities LLC 0.01% Reduce -7.0% 2,453 $792K
Crux Wealth Advisors 0.30% New 2,419 $781K
Trust Asset Management LLC 0.06% No change 2,390 $771K
Advisor OS, LLC 0.06% Add +153.5% 2,373 $766K
Connecticut Wealth Management, LLC 0.03% No change 2,344 $757K
Griffin Asset Management, Inc. 0.09% Add +5.7% 2,337 $754K
Factor Wealth Management LTD 0.14% Reduce -44.4% 2,324 $750K
Advisory Services Network, LLC 0.01% Add +233.8% 2,320 $749K
a16z Perennial Management, L.P. 0.06% No change 2,310 $746K
Pallas Capital Advisors LLC 0.03% Add +73.0% 2,304 $744K
Dark Forest Capital Management LP 0.07% New 2,299 $742K
Arax Advisory Partners 0.02% Add +0.6% 2,280 $735K
Act Two Investors LLC 0.16% No change 2,275 $734K
Capital Investment Advisors, LLC 0.01% Add +20.7% 2,271 $733K
Aviso Financial Inc. 0.03% Reduce -2.2% 2,267 $732K
Fidelis Capital Partners, LLC 0.05% Add +13.4% 2,263 $730K
Future Fund LLC 0.26% Add +0.7% 2,257 $729K
Three Seasons Wealth, LLC 0.28% Reduce -7.3% 2,252 $727K
Employees Retirement System of Texas 0.01% Reduce -80.1% 2,245 $725K
Evernest Financial Advisors, LLC 0.15% Add +79.5% 2,230 $722K
Greenspring Advisors, LLC 0.04% Reduce -4.0% 2,233 $721K
Bangor Savings Bank 0.06% Reduce -2.6% 2,223 $718K
MBL Wealth, LLC 0.05% Add +39.8% 2,216 $715K
MOKAN Wealth Management Inc. 0.31% Reduce -43.5% 2,202 $711K
Founders Financial Alliance, LLC 0.13% Add +6.1% 2,179 $703K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.8% 2,179 $703K
Cache Advisors, LLC 0.08% No change 2,173 $701K
Wilmington Savings Fund Society, FSB 0.02% Reduce -18.8% 2,167 $699K
Aaron Wealth Advisors LLC 0.04% Add +27.5% 2,163 $698K
Sagespring Wealth Partners, LLC 0.01% Add +20.1% 2,142 $691K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% No change 2,105 $679K
Twin City Private Wealth, LLC 0.51% New 2,100 $678K
Westpac Banking Corp. 0.05% Add +265.9% 2,093 $676K
GTS Securities LLC 0.02% Reduce -17.6% 2,086 $673K
Parallel Advisors, LLC 0.01% Add +6.0% 2,081 $672K
Wesbanco Bank Inc. 0.02% Reduce -87.0% 2,078 $671K
Checchi Capital Advisers, LLC 0.05% Add +14.9% 2,077 $670K
Krilogy Financial LLC 0.02% Reduce -6.7% 1,995 $669K
Hills Bank & Trust Co 0.03% Reduce -5.1% 2,062 $666K
Blue Chip Partners, LLC 0.05% Reduce -0.7% 2,041 $659K
Belpointe Asset Management LLC 0.02% Reduce -43.8% 2,024 $653K
Sagewood Asset Management LP 0.20% New 2,022 $653K
Garrison Bradford & Associates Inc. 0.73% Reduce -48.7% 2,000 $646K
Thompson Investment Management, Inc. 0.08% No change 2,000 $646K
Saturna Capital Corp. 0.01% No change 1,989 $642K
Venture Visionary Partners LLC 0.02% Reduce -0.1% 1,987 $641K
Soltis Investment Advisors LLC 0.04% Add +4.4% 1,985 $641K
Cigna Investments Inc. 0.10% Reduce -3.4% 1,978 $639K
Smartleaf Asset Management LLC 0.02% Reduce -11.7% 1,945 $630K
D.A. Davidson & Co. 0.00% Reduce -13.3% 1,950 $629K
J.W. Cole Advisors, Inc. 0.02% Add +4.0% 1,938 $626K
Evergreen Capital Management LLC 0.01% Add +77.3% 1,933 $624K
Bull Harbor Capital LLC 0.17% — 1,915 $618K
Fulton Bank, N.A. 0.02% Add +2.9% 1,909 $616K
Redwood Wealth Management Group, LLC 0.27% No change 1,900 $613K
Lountzis Asset Management, LLC 0.22% No change 1,900 $613K
Rede Wealth, LLC 0.22% No change 1,898 $613K
Ballentine Partners, LLC 0.01% Reduce -10.7% 1,893 $611K
Hancock Whitney Corp. 0.01% Add +0.8% 1,952 $609K
King Luther Capital Management Corp. 0.00% Reduce -1.9% 1,870 $604K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -3.6% 1,866 $602K
Painted Porch Advisors LLC 0.29% No change 1,864 $602K
Profund Advisors LLC 0.02% Reduce -17.3% 1,848 $596K
Barrett & Company, Inc. 0.20% No change 1,843 $595K
Evoke Wealth, LLC 0.01% New 1,835 $593K
Two Sigma Securities, LLC 0.07% Add +17.9% 1,827 $590K
Brookstone Capital Management 0.01% Reduce -22.8% 1,825 $589K
Altfest L J & Co. Inc. 0.06% Reduce -60.9% 1,823 $588K
iSAM Funds (UK) Ltd 0.29% New 1,822 $588K
State of Wyoming 0.07% Reduce -9.1% 1,816 $586K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +17.5% 1,814 $586K
V-Square Quantitative Management LLC 0.06% Add +3.2% 1,805 $583K
Unique Wealth Strategies, LLC 0.24% New 1,804 $582K
Yanni & Associates Investment Advisors, LLC 0.60% No change 1,792 $578K
Wedmont Private Capital 0.02% Reduce -6.7% 1,751 $577K
Connable Office Inc. 0.06% Reduce -1.0% 1,783 $576K
Summit Financial, LLC 0.01% Add +9.3% 1,776 $573K
Aigen Investment Management, LP 0.15% New 1,772 $572K
Jump Financial, LLC 0.01% Reduce -79.7% 1,763 $569K
Vestor Capital, LLC 0.04% Reduce -92.5% 1,759 $568K
Avidian Wealth Enterprises, LLC 0.02% Add +4.6% 1,750 $565K
AE Wealth Management LLC 0.00% Add +8.4% 1,740 $562K
CHICAGO TRUST Co NA 0.09% No change 1,724 $556K
Journey Strategic Wealth LLC 0.01% Add +48.6% 1,716 $554K
Lester Murray Antman dba SimplyRich 0.14% No change 1,711 $552K
Deseret Mutual Benefit Administrators 0.19% Add +34.5% 1,710 $552K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,707 $551K
PEAK6 LLC 0.02% Add +53.9% 1,699 $548K
Townsend & Associates, Inc 0.05% Reduce -9.7% 1,675 $547K
Crane Advisory, LLC 0.08% No change 1,631 $547K
Hudock, Inc. 0.08% No change 1,691 $546K
Northern Capital Management, Inc. 0.27% No change 1,688 $545K
Hummer Financial Advisory Services Inc 0.38% No change 1,683 $543K
Fosun International Ltd 0.15% No change 1,677 $541K
Evelyn Partners Investment Management LLP 0.01% No change 1,675 $541K
SkyView Investment Advisors, LLC 0.07% Add +2.4% 1,665 $537K
Birch Financial Group, LLC 0.31% Reduce -11.7% 1,651 $533K
Meriwether Wealth & Planning, LLC 0.29% New 1,632 $527K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Reduce -6.1% 1,630 $526K
BBR Partners, LLC 0.03% Reduce -62.8% 1,630 $526K
Fiduciary Trust Co 0.01% Add +32.1% 1,625 $525K
HighPoint Advisor Group LLC 0.02% Reduce -71.2% 1,616 $522K
Fox Run Management, L.L.C. 0.09% New 1,608 $521K
Plante Moran Financial Advisors, LLC 0.03% No change 1,606 $518K
KFG Wealth Management, LLC 0.07% No change 1,600 $516K
Ingalls & Snyder LLC 0.02% Add +41.4% 1,595 $515K
Lanark Financial, Inc. 0.04% Add +0.8% 1,589 $513K
Baker Avenue Asset Management, LP 0.01% New 1,583 $511K
Generali Asset Management SPA SGR 0.01% Reduce -20.5% 1,582 $511K
Waddell & Associates, LLC 0.03% Add +53.7% 1,575 $508K
PCM Encore, LLC 0.10% Add +3.4% 1,568 $506K
Sageworth Trust Co 0.02% New 1,561 $504K
Westco Advisory Services Inc. 0.32% No change 1,558 $503K
GAMMA Investing LLC 0.02% Reduce -5.8% 1,536 $496K
Kintegral Advisory, LLC 0.05% Reduce -4.2% 1,535 $495K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.3% 1,534 $495K
Central Pacific Bank - Trust Division 0.07% No change 1,525 $492K
SYM FINANCIAL Corp 0.05% Reduce -6.5% 1,524 $492K
Avity Investment Management Inc. 0.04% New 1,382 $491K
CWA Asset Management Group, LLC 0.02% Reduce -41.0% 1,522 $491K
Frec Markets, Inc. 0.08% Add +66.2% 1,521 $491K
Pinnacle Associates Ltd. 0.01% Add +0.1% 1,512 $488K
Game Creek Capital, LP 0.19% No change 1,500 $484K
Accuvest Global Advisors 0.45% No change 1,500 $484K
Elyxium Wealth, LLC 0.15% Add +3.7% 1,497 $483K
Lantz Financial LLC 0.10% Reduce -5.9% 1,492 $482K
Relyea Zuckerberg Hanson LLC 0.05% Add +4.6% 1,488 $480K
Stratos Wealth Advisors, LLC 0.03% No change 1,487 $480K
PDS Planning, Inc 0.03% Add +5.1% 1,478 $477K
GAM Holding AG 0.04% Add +15.2% 1,472 $475K
Greenwood Gearhart LLC 0.03% Reduce -21.9% 1,464 $473K
AlphaGrep UK Ltd 0.14% Reduce -9.7% 1,457 $470K
Supplemental Annuity Collective Trust of NJ 0.13% New 1,455 $470K
Keystone Financial Services 0.14% New 1,453 $469K
Twelve Points Wealth Management LLC 0.10% Reduce -2.7% 1,451 $468K
UMB Bank, n.a. 0.01% Reduce -7.6% 1,450 $468K
Neville Rodie & Shaw Inc. 0.03% No change 1,450 $468K
Conservest Capital Advisors, Inc. 0.04% Add +0.6% 1,448 $467K
Daybright Advisory Services, Inc. 0.13% No change 1,419 $458K
Patrick M Sweeney & Associates, Inc. 0.29% New 1,413 $456K
RDA Financial Network 0.11% Add +12.7% 1,410 $455K
Waldron Private Wealth LLC 0.02% Add +2.9% 1,405 $453K
Murphy & Mullick Capital Management Corp 0.33% Reduce -2.1% 1,402 $453K
Golden State Wealth Management, LLC 0.05% Add +26.8% 1,401 $452K
Optimize Financial Inc. 0.22% New 1,398 $451K
Ascentis Wealth Management, LLC 0.10% Reduce -12.7% 1,391 $449K
IFG Advisors, LLC 0.07% No change 1,390 $449K
Fortis Capital Advisors, LLC 0.06% Reduce -49.8% 1,387 $448K
Goelzer Investment Management, Inc. 0.02% No change 1,386 $447K
First Business Financial Services, Inc. 0.04% No change 1,384 $447K
Geneos Wealth Management Inc. 0.01% Add +226.7% 1,382 $446K
West Family Investments, Inc. 0.16% Reduce -23.8% 1,381 $446K
Polymer Capital Management (US) LLC 0.07% Reduce -43.8% 1,368 $442K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.6% 1,364 $440K
Daymark Wealth Partners, LLC 0.01% New 1,358 $438K
Sunflower Bank, N.A. 0.11% Reduce -0.3% 1,352 $436K
WoodTrust Financial Corp 0.06% Reduce -76.3% 1,350 $436K
NORTHSTAR ASSET MANAGEMENT Co 0.10% No change 1,350 $436K
AlphaCore Capital LLC 0.01% New 1,340 $432K
Newton One Investments LLC 0.12% Add +0.2% 1,338 $432K
North Star Investment Management Corp. 0.03% Reduce -1.1% 1,337 $432K
Empower Advisory Group, LLC 0.00% Reduce -22.8% 1,329 $429K
Quantum Portfolio Management LLC 0.19% Add +60.1% 1,326 $428K
Mendel Money Management 0.18% Add +2.0% 1,326 $428K
Cambient Family Office, LLC 0.06% Add +15.3% 1,325 $428K
Roehl & Yi Investment Advisors, LLC 0.16% Add +15.0% 1,317 $425K
Intrust Bank NA 0.03% Add +42.1% 1,316 $425K
True North Advisors, LLC 0.05% Add +21.2% 1,315 $424K
SPWM Advisors LLC 0.37% New 1,339 $424K
Legacy Financial Advisors, Inc. 0.06% Reduce -3.4% 1,300 $420K
LWM Advisory Services, LLC 0.45% Add +52.7% 1,295 $418K
Essex Financial Services, Inc. 0.02% Reduce -9.6% 1,282 $414K
Wedbush Securities Inc. 0.01% Add +3.8% 1,279 $413K
Catalyst Financial Partners LLC 0.05% Add +4.7% 1,279 $413K
Rothschild Wealth LLC 0.04% New 1,278 $413K
Cardiff Park Advisors, LLC 0.03% No change 1,266 $409K
Mayflower Financial Advisors, LLC 0.05% Reduce -12.1% 1,261 $407K
Arrowroot Family Office, LLC 0.13% No change 1,256 $405K
Fieldview Capital Management, LLC 0.12% New 1,251 $404K
Unique Wealth, LLC 0.06% New 1,250 $403K
Focused Wealth Management, Inc 0.04% Add +0.4% 1,244 $402K
Alliance Wealth Advisors, LLC 0.09% Reduce -52.8% 1,215 $392K
Kera Capital Partners, Inc. 0.05% Add +13.8% 1,215 $392K
Amplius Wealth Advisors, LLC 0.03% Add +1.4% 1,195 $386K
Freestone Capital Holdings, LLC 0.01% Reduce -24.8% 1,195 $386K
Blue Trust, Inc. 0.00% Add +15.2% 1,183 $382K
Ridgewood Investments LLC 0.15% — 1,171 $378K
Shelton Capital Management 0.01% No change 1,170 $378K
SHP Wealth Management 0.03% Add +2.1% 1,167 $377K
Grove Bank & Trust 0.04% Reduce -14.1% 1,166 $376K
Heritage Family Offices, LLP 0.17% Reduce -43.0% 1,165 $376K
FourThought Financial Partners, LLC 0.03% Reduce -57.7% 1,162 $375K
Everhart Financial Group, Inc. 0.03% Add +1.2% 1,156 $373K
VSM Wealth Advisory, LLC 0.11% No change 1,155 $373K
71 West Capital Partners 0.02% Add +43.2% 1,153 $372K
Bfsg, LLC 0.04% Add +1.6% 1,151 $372K
S-Bank Fund Management Ltd 0.06% Reduce -3.6% 1,149 $371K
Aerodigm Wealth, LLC 0.14% Reduce -2.9% 1,140 $368K
O'Brien Greene & Co. Inc 0.10% No change 1,134 $366K
Nwam LLC 0.02% Reduce -0.8% 1,132 $365K
Cornerstone Wealth Group, LLC 0.02% Add +13.0% 1,087 $364K
Aster Capital Management (DIFC) Ltd 0.12% Reduce -47.9% 912 $364K
L2 Asset Management, LLC 0.03% Add +7.0% 1,124 $363K
Chilton Investment Co. Inc. 0.01% Reduce -59.6% 1,120 $362K
Tranquilli Financial Advisor LLC 0.21% New 1,116 $360K
Parkway Wealth Management Group, LLC 0.05% No change 1,102 $359K
Penserra Capital Management LLC 0.00% Add +3.1% 1,107 $356K
RiverGlades Family Offices LLC 0.21% — 1,100 $355K
Carlson Capital, L.P. 0.14% Add +83.3% 1,100 $355K
TIAA Wealth Investment Management LLC 0.00% — 1,098 $354K
Voya Financial Advisors, Inc. 0.04% New 1,118 $351K
Sandy Cove Advisors, LLC 0.10% Add +2.4% 1,085 $350K
First Horizon Corp. 0.01% Reduce -4.8% 1,085 $350K
CI Investments Inc. 0.00% Add +33.2% 1,083 $350K
Kathmere Capital Management, LLC 0.02% Reduce -31.7% 1,080 $349K
Blue Water Asset Management 0.12% Add +0.2% 1,073 $346K
LeClair Wealth Partners LLC 0.12% Reduce -54.9% 1,073 $346K
J.Safra Asset Management Corp 0.02% No change 1,073 $346K
Ausdal Financial Partners, Inc. 0.02% New 1,070 $345K
Sowell Financial Services LLC 0.01% Add +5.2% 1,070 $345K
IFC Advisors LLC 0.05% Add +0.1% 1,069 $345K
Delta Investment Management, LLC 0.06% Reduce -0.8% 1,067 $344K
CENTRAL TRUST Co 0.01% Reduce -20.7% 1,063 $343K
Martin Investment Management, LLC 0.10% Reduce -20.0% 1,060 $342K
Newman Dignan & Sheerar, Inc. 0.07% Add +1.6% 1,057 $341K
Directional Asset Management 0.31% No change 1,050 $339K
Weaver Consulting Group 0.08% Reduce -0.7% 1,046 $338K
Simplicity Wealth,LLC 0.02% Add +17.4% 1,039 $335K
Legacy Wealth Partners, LLC 0.08% No change 1,037 $335K
Revisor Wealth Management LLC 0.09% New 1,036 $334K
Independent Advisor Alliance 0.00% Reduce -30.5% 1,034 $334K
MPS Loria Financial Planners, LLC 0.09% No change 1,030 $332K
Sargent Investment Group, LLC 0.04% Reduce -13.1% 1,026 $331K
Apella Capital, LLC 0.00% Add +24.2% 992 $329K
Dakota Wealth Management 0.01% Reduce -48.6% 1,019 $329K
Savvy Advisors, Inc. 0.01% Add +9.7% 1,015 $328K
Broadway Wealth Solutions, Inc. 0.17% Add +16.3% 1,014 $327K
BlackDiamond Wealth Management, LLC 0.16% Reduce -1.3% 1,005 $324K
Jefferies Financial Group Inc. 0.00% Reduce -99.2% 1,004 $324K
Choate Investment Advisors 0.01% Reduce -7.3% 999 $322K
Conning Inc. 0.01% Reduce -16.4% 987 $319K
1834 Investment Advisors Co. 0.04% Reduce -7.4% 984 $318K
Creekside Partners 0.13% No change 982 $317K
Composition Wealth, LLC 0.00% Reduce -50.0% 975 $315K
Abel Hall, LLC 0.07% Add +28.4% 971 $313K
Indivisible Partners 0.03% Add +9.5% 969 $313K
JFS Wealth Advisors, LLC 0.02% Reduce -2.0% 966 $312K
Smith, Moore & Co. 0.02% No change 965 $311K
Smith Chas P & Associates Pa Cpas 0.02% No change 965 $311K
Capital Planning Advisors, LLC 0.04% Reduce -91.8% 958 $309K
BW Gestao de Investimentos Ltda. 0.01% New 954 $308K
Jacobi Capital Management LLC 0.02% Add +8.4% 954 $308K
Transcend Capital Advisors, LLC 0.02% Add +12.2% 951 $307K
Los Angeles Capital Management LLC 0.00% No change 949 $306K
Insigneo Advisory Services, LLC 0.02% Reduce -34.2% 948 $306K
Tranquility Partners, LLC 0.12% Add +10.0% 946 $305K
FDx Advisors, Inc. 0.10% New 935 $302K
Sumitomo Life Insurance Co. 0.01% Add +3.2% 926 $299K
Ducere Wealth Management LLC 0.12% Reduce -24.8% 922 $297K
Noble Family Wealth, LLC 0.06% No change 920 $297K
Valeo Financial Advisors, LLC 0.01% Reduce -60.6% 919 $297K
Pioneer Trust Bank N A 0.07% No change 919 $297K
Ellevest, Inc. 0.04% Add +17.8% 919 $297K
Potomac Fund Management Inc. 0.01% Reduce -1.0% 916 $296K
Benjamin Edwards Inc. 0.00% Add +23.6% 913 $295K
Linscomb Wealth, Inc. 0.01% No change 912 $294K
Inspirion Wealth Advisors, LLC 0.04% No change 909 $293K
Todd Asset Management LLC 0.01% No change 907 $293K
Old Mission Investment Co LLC 0.07% Reduce -0.4% 905 $292K
Icon Wealth Advisors, LLC 0.02% Reduce -79.3% 905 $292K
Gateway Wealth Partners, LLC 0.01% New 900 $291K
Westbourne Investment Advisors, Inc. 0.08% No change 900 $291K
Baldwin Investment Management, LLC 0.03% No change 900 $291K
QTR Family Wealth, LLC 0.12% New 896 $289K
Retirement Planning Group, LLC 0.01% Reduce -4.5% 894 $289K
Caerus Investment Advisors, LLC 0.12% New 886 $286K
Nilsine Partners, LLC 0.02% Add +18.2% 869 $281K
Sapient Capital LLC 0.00% New 865 $279K
GC Wealth Management RIA, LLC 0.01% Reduce -7.3% 864 $279K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -17.5% 864 $279K
Kohmann Bosshard Financial Services, LLC 0.03% No change 859 $277K
Redwood Family Wealth LLC 0.27% Reduce -1.2% 850 $274K
Alta Advisers Ltd 0.10% No change 850 $274K
Abacus Planning Group, Inc. 0.04% Reduce -0.1% 845 $273K
Community Bank & Trust, Waco, Texas 0.05% Add +7.7% 841 $271K
Cardinal Point Capital Management ULC 0.02% New 836 $270K
TRB Wealth Management, LLC 0.04% — 824 $266K
Ehrenkranz Partners L.P. 0.21% Reduce -6.8% 821 $265K
Heritage Wealth Advisors 0.01% Add +1.6% 816 $263K
Financial Solutions Advisory Group, Inc. 0.04% — 812 $262K
Earned Wealth Advisors, LLC 0.02% New 811 $262K
Genesis Private Wealth, LLC 0.08% Add +25.6% 809 $261K
Auxano Advisors, LLC 0.05% New 808 $261K
Inspire Advisors, LLC 0.02% Add +2.1% 807 $260K
Diversify Advisory Services, LLC 0.04% Reduce -66.4% 807 $260K
Connors Investor Services Inc. 0.02% No change 800 $258K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -47.9% 799 $258K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 796 $257K
E Fund Management Co., Ltd. 0.01% — 795 $257K
One Wealth Advisors, LLC 0.03% Add +4.3% 794 $256K
Cypress Wealth Services, LLC 0.04% Add +37.9% 793 $256K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.9% 790 $255K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 784 $253K
Rwa Wealth Partners, LLC 0.00% Reduce -48.5% 780 $252K
TRUE Private Wealth Advisors 0.02% Add +4.2% 777 $251K
FSM Wealth Advisors, LLC 0.03% Reduce -5.8% 771 $249K
Essential Partners LLC 0.08% Add +235.2% 771 $249K
Wealth Alliance, LLC 0.02% Add +3.5% 770 $249K
Bison Wealth, LLC 0.02% New 798 $248K
Flaharty Asset Management, LLC 0.03% No change 768 $248K
Balefire, LLC 0.05% Add +11.2% 765 $247K
BlueSky Wealth Advisors, LLC 0.03% New 765 $247K
Salem Investment Counselors Inc. 0.01% No change 764 $247K
Dynamic Financial Group 0.20% No change 762 $246K
Global Wealth Management Investment Advisory, Inc. 0.04% Add +0.4% 760 $245K
West Paces Advisors Inc. 0.05% Reduce -11.6% 759 $245K
Jackson Thornton Wealth Management, LLC 0.02% New 780 $244K
Garrison Point Advisors, LLC 0.11% No change 753 $243K
Castleview Partners, LLC 0.12% Reduce -17.5% 751 $242K
Trivium Point Advisory, LLC 0.04% Reduce -16.9% 747 $241K
Root Financial Partners, LLC 0.01% Add +138.7% 747 $241K
Integrated Advisors Network LLC 0.01% Reduce -7.7% 747 $241K
Premier Path Wealth Partners, LLC 0.03% New 745 $240K
HF Advisory Group, LLC 0.08% New 739 $239K
Keel Point, LLC 0.02% Reduce -20.7% 737 $238K
Aspen Grove Capital, LLC 0.05% Add +4.8% 737 $238K
Laurel Oak Wealth Management, LLC 0.04% No change 737 $238K
Spirepoint Private Client, LLC 0.02% No change 735 $237K
Camden National Bank 0.03% No change 733 $237K
Arlington Partners LLC 0.47% New 730 $236K
Quadcap Wealth Management, LLC 0.03% Add +10.3% 726 $234K
Alpine Bank Wealth Management 0.03% No change 725 $234K
Leslie Global Wealth, LLC 0.12% Add +0.1% 724 $234K
Patton Fund Management, Inc. 0.04% Add +9.8% 719 $232K
Sendero Wealth Management, LLC 0.03% Reduce -70.2% 716 $231K
Steinberganna Wealth Management 0.11% No change 712 $230K
Clifford Group, LLC 0.18% No change 710 $229K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% New 709 $229K
New Capital Management LP 0.06% No change 707 $228K
Versant Capital Management, Inc 0.02% Add +40.8% 707 $228K
River Wealth Advisors LLC 0.03% Add +0.4% 701 $226K
Trust Co. of Oklahoma 0.07% Reduce -8.0% 692 $223K
Alpha Family Trust 0.11% No change 690 $223K
Defiance ETFs, LLC 0.00% New 690 $223K
Adelphi Trust Co 0.18% New 684 $221K
Simplex Trading, LLC 0.01% New 684 $221K
Optas, LLC 0.03% Add +8.8% 682 $220K
Granite Group Advisors, LLC 0.13% No change 682 $220K
Fragasso Financial Advisors Inc 0.01% Reduce -3.5% 669 $218K
J. Goldman & Co LP 0.01% New 675 $218K
Natural Investments, LLC 0.05% Add +6.7% 672 $216K
Uhlmann Price Securities, LLC 0.01% Add +2.0% 664 $214K
REAP Financial Group, LLC 0.04% Add +0.1% 660 $213K
Hopwood Financial Services, Inc. 0.14% No change 660 $213K
Cary Street Partners Investment Advisory LLC 0.05% Add +114.3% 660 $213K
Center for Financial Planning, Inc. 0.02% No change 653 $211K
KCM Investment Advisors LLC 0.01% Add +6.2% 651 $210K
Matrix Asset Advisors Inc. 0.02% No change 648 $209K
SmartHarvest Portfolios, LLC 0.09% Reduce -20.5% 647 $209K
ARS Investment Partners, LLC 0.01% No change 645 $208K
Appleton Partners Inc. 0.01% No change 645 $208K
Purpose Unlimited Inc. 0.01% No change 642 $207K
Chancellor Financial Group WB LP 0.15% No change 642 $207K
Dover Advisors, LLC 0.09% Reduce -0.3% 641 $207K
McLean Asset Management Corp 0.04% Reduce -10.1% 638 $206K
CrossGen Wealth, LLC 0.18% No change 636 $205K
Howard Capital Management, LLC 0.00% Reduce -49.4% 635 $205K
Allegiance Financial Group Advisory Services LLC 0.04% New 632 $204K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -3.5% 631 $204K
Cornerstone Advisory, LLC 0.02% Add +3.8% 631 $204K
JM2 Capital Inc. 0.17% No change 626 $202K
Signature Estate & Investment Advisors LLC 0.00% Add +1.1% 623 $201K
Trust Point Inc. 0.02% Reduce -33.5% 622 $201K
Main Street Research LLC 0.01% Reduce -24.2% 622 $201K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.5% 617 $199K
Vanguard National Trust Co 0.01% — 608 $196K
Axiom Investment Management LLC 0.15% — 603 $195K
Hilltop National Bank 0.05% Add +3.1% 591 $191K
Cromwell Holdings LLC 0.11% No change 588 $190K
Colonial Trust Advisors 0.01% Add +2.1% 587 $189K
CYBER HORNET ETFs LLC 0.12% Reduce -6.1% 589 $189K
IFP Advisors, Inc 0.00% Add +20.9% 562 $181K
High Note Wealth, LLC 0.04% Add +3.0% 559 $180K
Oakworth Capital, Inc. 0.01% No change 559 $180K
Carolina Wealth Advisors, LLC 0.07% No change 557 $180K
Legacies Wealth LLC 0.11% Reduce -19.6% 530 $171K
Federated Hermes, Inc. 0.00% Reduce -42.8% 525 $169K
CVA Family Office, LLC 0.02% Add +22.8% 522 $168K
Financial Gravity Asset Management, Inc. 0.03% No change 501 $162K
Addison Advisors LLC 0.04% No change 500 $161K
Goodman Advisory Group, LLC 0.04% No change 496 $160K
Financial Freedom, LLC 0.08% No change 492 $159K
Harbour Investments, Inc. 0.00% Add +16.7% 489 $158K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -20.5% 484 $156K
Smithfield Trust Co 0.01% No change 466 $150K
Atlantic Union Bankshares Corp 0.00% Reduce -72.2% 451 $146K
Manchester Capital Management LLC 0.02% Reduce -5.8% 441 $142K
BankPlus Trust Department 0.04% No change 430 $139K
Bayforest Capital Ltd 0.15% Add +4130.0% 423 $137K
American National Bank & Trust 0.01% Reduce -0.7% 412 $133K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -17.7% 409 $132K
Asset Dedication, LLC 0.01% Reduce -39.9% 409 $132K
Capital Analysts, LLC 0.00% Reduce -7.2% 402 $130K
Spire Wealth Management 0.00% Add +20.9% 400 $129K
United Community Bank 0.04% Add +729.2% 398 $128K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% No change 391 $126K
Opal Wealth Advisors, LLC 0.03% New 384 $124K
LRI Investments, LLC 0.01% Reduce -41.4% 370 $120K
S&T Bank 0.04% Add +1.8% 342 $110K
MidFirst Bank 0.01% Add +0.3% 318 $103K
IMA Advisory Services, Inc. 0.01% No change 312 $101K
Owl Creek Wealth Partners LLC 0.03% — 287 $93K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 285 $92K
Capula Management Ltd 0.00% New 273 $88K
Caitong International Asset Management Co., Ltd 0.02% Add +27100.0% 272 $88K
Eastern Bank 0.00% Reduce -27.3% 269 $87K
JPL Wealth Management, LLC 0.02% New 260 $84K
Ameriflex Group, Inc. 0.04% Reduce -0.4% 250 $81K
Horizon Bancorp Inc. 0.04% No change 240 $77K
Basecamp Wealth Advisors LLC 0.02% Add +25.0% 235 $76K
Johnson Financial Group, Inc. 0.00% Reduce -29.5% 215 $69K
Boreal Capital Management LLC 0.07% Reduce -49.9% 211 $68K
Godfrey Financial Associates, Inc. 0.06% Reduce -0.5% 210 $68K
Alerus Financial NA 0.00% Reduce -6.4% 206 $66K
True Wealth Design, LLC 0.02% Add +193.9% 194 $63K
Farmers & Merchants Investments Inc. 0.00% Add +28.9% 192 $62K
Cassaday & Co Wealth Management LLC 0.00% New 190 $61K
AdvisorNet Financial, Inc 0.00% Add +0.5% 189 $61K
Resources Management Corp. /CT/ 0.01% No change 190 $61K
Rosenberg Matthew Hamilton 0.01% Reduce -6.5% 186 $60K
Walleye Capital LLC 0.00% Reduce -99.8% 186 $60K
Hollencrest Capital Management 0.00% Reduce -68.4% 185 $60K
Quent Capital, LLC 0.00% Add +126.9% 177 $57K
Orion Capital Management LLC 0.02% No change 176 $57K
Harbor Investment Advisory, LLC 0.00% Reduce -18.8% 169 $55K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 174 $54K
St Germain D J Co. Inc. 0.00% Add +193.0% 167 $54K
Elevation Wealth Partners, LLC 0.02% Add +3.8% 163 $53K
West Financial Advisors, LLC 0.01% No change 162 $52K
Pin Oak Investment Advisors Inc. 0.04% No change 160 $52K
Nemes Rush Group LLC 0.00% Reduce -0.6% 159 $51K
Rossby Financial, LCC 0.01% Add +32.8% 158 $51K
Wall Street Financial Group, Inc. 0.03% New 153 $49K
Hurley Capital, LLC 0.03% New 150 $48K
First United Bank & Trust 0.02% No change 150 $48K
Dagco, Inc. 0.01% No change 150 $48K
Coston, McIsaac & Partners 0.01% No change 140 $45K
Advisors Asset Management, Inc. 0.00% Reduce -63.3% 139 $45K
Boyd Watterson Asset Management LLC 0.01% No change 138 $45K
Palladiem, LLC 0.04% No change 132 $43K
SJS Investment Consulting Inc. 0.01% Add +258.3% 129 $42K
Bruce G. Allen Investments, LLC 0.03% Add +44.2% 124 $40K
GW&K Investment Management, LLC 0.00% Add +19.4% 123 $40K
MCF Advisors LLC 0.00% Add +296.7% 119 $38K
Frazier Financial Advisors, LLC 0.02% No change 118 $38K
Keating Financial Advisory Services, Inc. 0.01% Add +43.0% 113 $36K
Southern Michigan Bank & Trust 0.01% — 108 $35K
Cornerstone Financial Management LLC 0.03% No change 106 $34K
Twin Peaks Wealth Advisors, LLC 0.01% New 106 $34K
Covestor Ltd 0.02% Reduce -50.0% 106 $34K
Transamerica Financial Advisors, LLC 0.00% Add +100.0% 104 $34K
Measured Wealth Private Client Group, LLC 0.01% No change 103 $33K
Salomon & Ludwin, LLC 0.00% Reduce -12.8% 102 $33K
Trust Co. of Toledo NA 0.00% Add +61.9% 102 $33K
Medallion Wealth Advisors, LLC 0.01% No change 100 $32K
Pinnacle Bancorp, Inc. 0.01% Add +5.6% 94 $30K
Mascoma Wealth Management LLC 0.01% Reduce -1.1% 94 $30K
Wealth Preservation Advisors, LLC 0.02% Add +830.0% 93 $30K
Washington Trust Advisors, Inc. 0.00% Add +5.7% 93 $30K
Tsfg, LLC 0.00% No change 92 $30K
Millstone Evans Group, LLC 0.02% No change 90 $29K
Kemnay Advisory Services Inc. 0.00% Add +1.2% 84 $27K
New Age Alpha Advisors, LLC 0.00% Add +48.2% 83 $27K
Anchor Investment Management, LLC 0.00% No change 80 $26K
Bell Investment Advisors, Inc 0.00% Reduce -10.2% 79 $26K
Cornerstone Planning Group LLC 0.00% Add +30.0% 78 $25K
University of Texas/Texas Am Investment Management Co. 0.00% No change 76 $25K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 75 $24K
Capital Advisors, Ltd. LLC 0.00% Add +1.4% 73 $24K
HHM Wealth Advisors, LLC 0.00% No change 74 $24K
Fortitude Family Office, LLC 0.01% Add +54.2% 74 $24K
Westside Investment Management, Inc. 0.00% No change 72 $23K
Rational Advisors, Inc. 0.00% No change 72 $23K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 68 $22K
Key Financial Inc 0.00% No change 64 $21K
Community Financial Services Group, LLC 0.00% New 63 $20K
Access Investment Management LLC 0.01% No change 62 $20K
Joseph Group Capital Management 0.00% Add +281.3% 61 $20K
Ares Financial Consulting, LLC 0.02% Add +90.6% 61 $20K
Hughes Financial Services, LLC 0.00% Reduce -4.8% 59 $19K
SOA Wealth Advisors, LLC. 0.00% Reduce -5.3% 54 $17K
Lloyd Advisory Services, LLC. 0.00% New 53 $17K
Kingdom Financial Group LLC. 0.00% No change 53 $17K
SouthState Bank Corp 0.00% Reduce -36.1% 53 $17K
Valley National Advisers Inc. 0.00% Add +30.9% 55 $17K
Sit Investment Associates Inc. 0.00% No change 54 $17K
Wilkerson Advisory Group LLC 0.01% Add +173.7% 52 $17K
Prestige Wealth Management Group LLC 0.00% Reduce -59.1% 52 $17K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 52 $17K
EFG International AG 0.00% New 51 $16K
Aspect Partners, LLC 0.01% No change 50 $16K
Destiny Wealth Partners, LLC 0.00% New 50 $16K
Ascentis Independent Advisors 0.00% New 50 $16K
Physician Wealth Advisors, Inc. 0.00% Reduce -9.4% 48 $16K
Bank of New Hampshire 0.00% No change 45 $15K
Westfuller Advisors, LLC 0.01% Reduce -89.6% 42 $14K
Activest Wealth Management 0.00% Add +90.9% 42 $14K
McIlrath & Eck, LLC 0.00% No change 42 $14K
Lodestone Wealth Management LLC 0.01% No change 41 $13K
Truvestments Capital LLC 0.00% No change 41 $13K
Monetary Solutions, Ltd 0.01% No change 40 $13K
Raffa Wealth Management, LLC 0.00% Add +5.6% 38 $12K
JNBA Financial Advisors 0.00% New 38 $12K
Sunbelt Securities, Inc. 0.00% Reduce -2.6% 38 $12K
Meeder Asset Management Inc. 0.00% Reduce -22.4% 38 $12K
First Pacific Financial 0.00% Add +38.5% 36 $12K
Arlington Trust Co LLC 0.00% Add +56.5% 36 $12K
Prosperity Bancshares Inc 0.01% Add +59.1% 35 $11K
Summit Securities Group LLC 0.01% Reduce -91.2% 35 $11K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -2.6% 37 $11K
Avion Wealth 0.00% Add +45.8% 35 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 33 $11K
Nvest Wealth Strategies, Inc. 0.01% No change 32 $10K
CoreCap Advisors, LLC 0.00% Add +52.4% 32 $10K
Kilter Group LLC 0.00% Reduce -11.8% 30 $10K
Albion Financial Group 0.00% No change 30 $10K
Highline Wealth Partners LLC 0.00% Add +400.0% 30 $10K
Coastline Trust Co 0.00% No change 30 $10K
Whipplewood Advisors, LLC 0.00% New 29 $9K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1350.0% 29 $9K
Bayban 0.01% No change 28 $9K
Princeton Global Asset Management LLC 0.00% Reduce -22.2% 28 $9K
Sachetta, LLC 0.00% Add +28.6% 27 $9K
Abound Wealth Management 0.00% No change 24 $8K
Glen Eagle Advisors, LLC 0.00% No change 23 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +21.1% 23 $7K
Financial Management Professionals, Inc. 0.00% Reduce -35.3% 22 $7K
Phillip James Consulting Co. 0.01% New 22 $7K
DT Investment Partners, LLC 0.00% Reduce -65.5% 20 $6K
SBI Securities Co., Ltd. 0.00% Reduce -37.5% 20 $6K
Strive Financial Group ,LLC 0.00% New 19 $6K
Meramec Financial Planners, LLC 0.00% Reduce -15.0% 17 $6K
Bartlett & Co. Wealth Management LLC 0.00% New 17 $5K
TD Capital Management LLC 0.00% Add +166.7% 16 $5K
Valued Wealth Advisors LLC 0.00% No change 16 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.1% 16 $5K
SRH Advisors, LLC 0.00% No change 16 $5K
Country Trust Bank 0.00% No change 16 $5K
Sound Income Strategies, LLC 0.00% Reduce -42.9% 16 $5K
Battery Global Advisors, LLC 0.00% No change 15 $5K
PFS Partners, LLC 0.00% No change 15 $5K
Creative Financial Designs Inc. 0.00% No change 15 $5K
Richardson Capital Management LLC 0.00% New 14 $5K
Dogwood Wealth Management LLC 0.00% Add +133.3% 14 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -89.8% 13 $4K
1015 Capital Partners, LLC 0.00% Reduce -7.1% 13 $4K
Principia Wealth Advisory, LLC 0.00% Add +30.0% 13 $4K
Crews Bank & Trust 0.00% No change 13 $4K
Rialto Wealth Management, LLC 0.00% Add +33.3% 12 $4K
Piscataqua Savings Bank 0.00% No change 12 $4K
Vermillion Wealth Management, Inc. 0.00% New 12 $4K
City Holding Co. 0.00% No change 12 $4K
Webster Bank, N. A. 0.00% No change 12 $4K
Dunhill Financial, LLC 0.00% Reduce -38.9% 11 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $4K
WPG Advisers, LLC 0.00% Reduce -26.7% 11 $4K
Synergy Investment Management, LLC 0.00% New 11 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 11 $4K
NFSG Corp 0.00% No change 10 $3K
Burk Holdings LLC 0.00% New 10 $3K
First Command Advisory Services, Inc. 0.00% Add +42.9% 10 $3K
Corsicana & Co. 0.00% No change 8 $3K
American Capital Advisory, LLC 0.00% Add +200.0% 9 $3K
DecisionPoint Financial, LLC 0.00% No change 9 $3K
Bogart Wealth, LLC 0.00% Add +80.0% 9 $3K
TFC Financial Management, Inc. 0.00% No change 8 $3K
Fairman Group, LLC 0.00% No change 8 $3K
PayPay Securities Corp 0.08% Reduce -30.0% 7 $2K
HighMark Wealth Management LLC 0.00% No change 7 $2K
MPWM Advisory Solutions, LLC 0.00% No change 7 $2K
HFM Investment Advisors, LLC 0.00% Add +40.0% 7 $2K
Proathlete Wealth Management LLC 0.00% No change 7 $2K
Park Place Capital Corp 0.00% New 7 $2K
WestEnd Advisors, LLC 0.00% No change 7 $2K
Colonial Trust Co / SC 0.00% Reduce -80.7% 6 $2K
Raleigh Capital Management Inc. 0.00% New 6 $2K
Quaker Wealth Management, LLC 0.00% Add +100.0% 6 $2K
Signature Equity Partners, LLC 0.00% Reduce -54.5% 5 $2K
Pacifica Partners Inc. 0.00% No change 5 $2K
Bare Financial Services, Inc 0.00% Reduce -76.2% 5 $2K
Tidemark, LLC 0.00% No change 5 $2K
RMG Wealth Management LLC 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 4 $1K
Torren Management, LLC 0.00% No change 4 $1K
Rakuten Securities, Inc. 0.00% Reduce -33.3% 4 $1K
Seneschal Advisors, LLC 0.00% No change 3 $969
Arcadia Investment Management Corp. 0.00% No change 3 $969
Intentional Wealth Strategies, LLC 0.00% — 3 $968
Curio Wealth, LLC 0.00% New 3 $968
Nvwm, LLC 0.00% Reduce -57.1% 3 $968
Portus Wealth Advisors, LLC 0.00% New 2 $646
Redwood Park Advisors LLC 0.00% Reduce -60.0% 2 $646
Silver Grove Financial Group, Inc. 0.00% New 2 $646
Davis Capital Management 0.00% Add +100.0% 2 $646
Richardson Financial Services Inc. 0.00% No change 2 $646
TopTier Wealth Management, LLC 0.00% New 2 $646
MBM Wealth Consultants, LLC 0.00% New 2 $646
Napier Financial, LLC 0.00% New 2 $646
Investors Portfolio Services LLC 0.00% No change 2 $562
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $323
3 Factor Indexing, LLC 0.00% — 1 $323
Hara Capital LLC 0.00% No change 1 $323
Clayton Financial Group LLC 0.00% Reduce -83.3% 1 $323
Legacy Wealth Managment, LLC 0.00% No change 1 $323
Brown, Lisle/Cummings, Inc. 0.00% No change 1 $323
Tradewinds Capital Management, LLC 0.00% No change 1 $323
Elevated Capital Advisors, LLC 0.00% No change 1 $323
Y.D. More Investments Ltd 0.00% Reduce -11.6% 137 $140

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