Ares CapitalARCC
13F holders, Q4 2024 (December 31)827holders +77
81new positions
46sold out
4famous investors
$21.89avg. 13F price*
At the end of Q4 2024, 827 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, up 77 from Q3 2024. 81 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($324.8M), Van Eck Associates Corp. ($309.6M) and Bank of America Corp. ($174.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $92.3M |
| Exits | 46 | $84.2M |
All 13F filers, Q3 2024 → Q4 2024: 21,882,169 shares bought and 11,939,280 shares sold, net +9,942,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 827 holders
| Morgan Stanley | 0.02% | Add +7.3% | 14,838,080 | $324.8M |
| Van Eck Associates Corp. | 0.40% | Add +11.8% | 14,145,706 | $309.6M |
| Bank of America Corp. | 0.02% | Add +12.3% | 7,951,926 | $174.1M |
| Legal & General Group Plc | 0.03% | Reduce -5.0% | 4,651,750 | $101.9M |
| JPMorgan Chase & Co. | 0.01% | Add +26.0% | 4,268,547 | $93.4M |
| Royal Bank of Canada | 0.02% | Reduce -5.7% | 4,090,665 | $89.5M |
| FMR LLC | 0.01% | Add +9.0% | 4,005,401 | $87.7M |
| Generali Asset Management SPA SGR | 2.16% | — | 3,856,848 | $84.4M |
| Confluence Investment Management LLC | 1.16% | Reduce -0.6% | 3,813,221 | $83.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -14.5% | 3,724,408 | $81.5M |
| Wells Fargo & Company | 0.02% | Add +6.4% | 3,565,473 | $78.0M |
| Advisors Capital Management, LLC | 1.22% | Add +3.1% | 3,523,651 | $77.1M |
| LPL Financial LLC | 0.03% | Reduce -9.1% | 3,274,374 | $71.7M |
| UBS Group AG | 0.01% | Add +30.7% | 2,851,552 | $62.4M |
| Allen Investment Management, LLC | 0.69% | Add +31.2% | 2,744,273 | $60.1M |
| Two Sigma Investments, LP | 0.14% | Add +81.0% | 2,678,525 | $58.6M |
| Raymond James Financial Inc. | 0.02% | — | 2,656,928 | $58.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.6% | 2,476,178 | $54.2M |
| BlackRock, Inc. | 0.00% | Add +29.4% | 2,439,749 | $53.4M |
| Stifel Financial Corp. | 0.05% | Add +6.7% | 2,333,402 | $51.1M |
| Sound Income Strategies, LLC | 3.13% | Add +4.4% | 2,314,269 | $50.7M |
| CCLA Investment Management | 0.77% | Add +31.6% | 2,211,955 | $48.4M |
| Progeny 3, Inc. | 3.70% | Add +2.2% | 2,125,718 | $46.5M |
| Ares Management LLC | 1.46% | Reduce -11.9% | 1,897,505 | $41.5M |
| Border to Coast Pensions Partnership Ltd | 0.79% | No change | 1,850,000 | $40.5M |
| Rockefeller Capital Management L.P. | 0.10% | Add +10.3% | 1,782,203 | $39.0M |
| Partners Group Holding AG | 1.25% | Reduce -10.7% | 1,596,590 | $34.9M |
| Gilbert & Cook, Inc. | 4.84% | Add +3.5% | 1,567,270 | $34.3M |
| LSV Asset Management | 0.08% | Reduce -7.6% | 1,512,190 | $33.1M |
| Nomura Asset Management Co. Ltd. | 0.10% | Reduce -1.4% | 1,510,691 | $33.1M |
| Capital Advisors Inc. | 0.65% | Add +2.9% | 1,481,732 | $32.4M |
| HighTower Advisors, LLC | 0.04% | Add +48.6% | 1,400,539 | $30.7M |
| Clearbridge Investments, LLC | 0.02% | Add +10.5% | 1,399,012 | $30.6M |
| Balyasny Asset Management L.P. | 0.07% | Add +11.6% | 1,385,664 | $30.3M |
| Bruni J V & Co. | 3.38% | Reduce -1.2% | 1,363,478 | $29.8M |
| OMERS ADMINISTRATION Corp | 0.26% | Reduce -29.3% | 1,355,127 | $29.7M |
| Two Sigma Advisers, LP | 0.07% | Add +189.6% | 1,302,501 | $28.5M |
| HRT Financial LP | 0.15% | Add +45.7% | 1,282,205 | $28.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -0.0% | 1,271,561 | $27.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -29.7% | 1,144,796 | $25.1M |
| Stephens Inc. | 0.35% | Add +2.8% | 1,142,859 | $25.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +11.0% | 1,135,609 | $24.9M |
| McGowan Group Asset Management, Inc. | 3.11% | Add +0.4% | 1,042,586 | $22.8M |
| Cetera Investment Advisers | 0.05% | Add +16.6% | 1,036,690 | $22.7M |
| Evercore Wealth Management, LLC | 0.34% | Reduce -0.1% | 1,033,109 | $22.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.4% | 1,008,411 | $22.1M |
| Sage Advisors, LLC | 15.77% | Add +5.9% | 964,688 | $21.1M |
| Muzinich & Co., Inc. | 14.87% | Add +7.0% | 961,831 | $21.1M |
| Northern Trust Corp. | 0.00% | Reduce -7.8% | 940,746 | $20.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +6.0% | 938,635 | $20.5M |
| Citadel Advisors | 0.02% | Add +215.1% | 934,640 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +13.1% | 896,996 | $19.6M |
| D.A. Davidson & Co. | 0.15% | Reduce -0.2% | 851,480 | $18.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +5.7% | 805,214 | $17.6M |
| Neuberger Berman Group LLC | 0.01% | Add +10.2% | 799,512 | $17.5M |
| Franklin Resources Inc. | 0.00% | Add +22.3% | 795,120 | $17.4M |
| Melia Wealth LLC | 8.54% | Add +2.4% | 747,044 | $16.4M |
| Edgemoor Investment Advisors, Inc. | 1.41% | Reduce -0.3% | 727,922 | $15.9M |
| TCW Group Inc. | 0.13% | No change | 714,971 | $15.7M |
| 1832 Asset Management L.P. | 0.03% | Reduce -26.0% | 714,776 | $15.6M |
| Sigma Investment Counselors Inc. | 0.91% | Add +4.0% | 708,916 | $15.5M |
| Northeast Financial Consultants Inc | 0.65% | Add +14.4% | 701,486 | $15.4M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +64.7% | 686,316 | $15.0M |
| Naviter Wealth, LLC | 1.78% | Reduce -15.8% | 674,715 | $14.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +15.0% | 649,677 | $14.2M |
| Denali Advisors LLC | 1.37% | Reduce -4.6% | 595,041 | $13.0M |
| Baillie Gifford & Co. | 0.01% | Add +72.2% | 589,640 | $12.9M |
| Clearstead Advisors, LLC | 0.19% | Add +9.9% | 583,638 | $12.8M |
| Palisade Capital Management, LP | 0.37% | Add +5.7% | 565,986 | $12.4M |
| Corient Private Wealth LP | 0.02% | Reduce -4.9% | 566,519 | $11.5M |
| New South Capital Management Inc. | 0.48% | Reduce -5.5% | 517,078 | $11.3M |
| Chicago Partners Investment Group LLC | 0.37% | Add +5.3% | 507,374 | $11.2M |
| BNP Paribas Financial Markets | 0.01% | Add +184.9% | 507,795 | $11.1M |
| LGT Capital Partners LTD. | 0.42% | Reduce -26.1% | 507,000 | $11.1M |
| Edge Capital Group, LLC | 0.49% | No change | 502,513 | $11.0M |
| Credit Agricole S A | 0.04% | Reduce -12.6% | 495,926 | $10.9M |
| Bell Bank | 0.79% | Add +13.2% | 484,052 | $10.6M |
| Enstar Group LTD | 3.57% | New | 468,925 | $10.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.8% | 443,747 | $9.8M |
| Gritstone Asset Management LLC | 10.50% | — | 446,479 | $9.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.51% | Add +4.2% | 446,327 | $9.8M |
| Merit Financial Group, LLC | 0.17% | Add +0.1% | 444,165 | $9.7M |
| Sfmg, LLC | 0.77% | Add +1.1% | 444,118 | $9.7M |
| Graypoint LLC | 0.58% | No change | 440,327 | $9.6M |
| Boston Partners | 0.01% | Add +19.5% | 437,215 | $9.6M |
| Tectonic Advisors LLC | 0.62% | Add +13.6% | 435,220 | $9.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +130.9% | 431,981 | $9.5M |
| Columbus Macro, LLC | 1.23% | New | 405,215 | $8.9M |
| Invesco Ltd. | 0.00% | Reduce -85.7% | 404,780 | $8.9M |
| Cerity Partners LLC | 0.02% | Add +8.8% | 404,482 | $8.8M |
| Advisors Asset Management, Inc. | 0.16% | Add +12.3% | 397,039 | $8.7M |
| one8zero8, LLC | 1.82% | — | 385,064 | $8.4M |
| Vista Finance, LLC | 8.64% | New | 384,308 | $8.4M |
| LGT Group Foundation | 0.13% | New | 383,610 | $8.4M |
| Oppenheimer & Co. Inc. | 0.13% | Add +15.4% | 382,246 | $8.4M |
| Evergreen Capital Management LLC | 0.27% | Reduce -3.3% | 376,587 | $8.2M |
| M&G PLC | 0.05% | New | 365,000 | $8.0M |
| Mgo One Seven LLC | 0.31% | Reduce -6.7% | 366,265 | $8.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.3% | 365,419 | $8.0M |
| Romano Brothers and Company | 0.98% | Add +11.2% | 354,237 | $7.8M |
| Lido Advisors, LLC | 0.05% | Add +16.5% | 353,577 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Add +7.9% | 337,581 | $7.4M |
| Aquatic Capital Management LLC | 0.20% | Add +63.8% | 332,061 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.0% | 326,937 | $7.2M |
| Hilton Capital Management, LLC | 0.60% | Reduce -11.8% | 315,076 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -8.0% | 309,995 | $6.8M |
| Carnegie Investment Counsel | 0.19% | Add +5.8% | 309,022 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.5% | 305,583 | $6.7M |
| Nan Fung Trinity (hk) Ltd. | 1.35% | New | 303,100 | $6.6M |
| DAVENPORT & Co LLC | 0.04% | Add +1.4% | 295,967 | $6.5M |
| Foundations Investment Advisors, LLC | 0.12% | Add +23.3% | 294,528 | $6.4M |
| Foresight Capital Management Advisors, Inc. | 3.78% | Add +4.8% | 294,381 | $6.4M |
| Independent Financial Group, LLC | 0.20% | Add +5.0% | 281,892 | $6.2M |
| Blair William & Co. | 0.02% | Add +3.3% | 280,705 | $6.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | No change | 275,625 | $6.0M |
| Smith Asset Management Co., LLC | 5.75% | — | 269,725 | $5.9M |
| Creative Planning | 0.01% | Add +4.0% | 266,227 | $5.8M |
| Sargent Investment Group, LLC | 0.95% | Add +2.0% | 263,555 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +15.3% | 263,590 | $5.8M |
| Mirador Capital Partners LP | 0.96% | Add +1.3% | 242,811 | $5.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +14.4% | 239,343 | $5.2M |
| Kavar Capital Partners Group, LLC | 0.88% | Add +1.5% | 239,223 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.1% | 233,456 | $5.1M |
| Fernwood Investment Management, LLC | 1.77% | Add +0.7% | 232,577 | $5.1M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Add +8.9% | 230,654 | $5.0M |
| Independent Advisor Alliance | 0.07% | New | 229,547 | $5.0M |
| Baugh & Associates, LLC | 2.59% | Reduce 0.0% | 236,334 | $5.0M |
| Salem Investment Counselors Inc. | 0.16% | Reduce -23.9% | 227,140 | $5.0M |
| New England Asset Management Inc. | 0.89% | No change | 225,900 | $4.9M |
| SlateStone Wealth, LLC | 0.47% | Reduce -4.9% | 217,066 | $4.8M |
| Challenger Wealth Management | 4.09% | — | 216,998 | $4.8M |
| Wambolt & Associates, LLC | 1.52% | Reduce -11.7% | 216,539 | $4.7M |
| Barclays PLC | 0.00% | Add +60.9% | 200,721 | $4.4M |
| Condor Capital Management | 0.39% | Add +0.7% | 200,634 | $4.4M |
| Callodine Capital Management, LP | 0.90% | Reduce -20.0% | 200,000 | $4.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -15.9% | 199,872 | $4.4M |
| Waverly Advisors, LLC | 0.07% | Add +28.1% | 195,983 | $4.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 194,125 | $4.2M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +1.6% | 192,841 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -1.2% | 192,804 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -1.2% | 192,804 | $4.2M |
| First National Trust Co | 0.16% | Add +98.0% | 191,136 | $4.2M |
| Perennial Advisors, LLC | 0.91% | — | 191,040 | $4.2M |
| Mariner, LLC | 0.01% | Reduce -3.1% | 190,678 | $4.2M |
| Cottage Street Advisors LLC | 2.13% | Add +0.5% | 187,095 | $4.1M |
| Erste Asset Management GmbH | 0.05% | Add +484.1% | 184,000 | $4.0M |
| International Assets Investment Management, LLC | 0.34% | Reduce -14.1% | 180,878 | $4.0M |
| Clear Creek Financial Management, LLC | 0.43% | Add +3.8% | 182,389 | $4.0M |
| Apollon Wealth Management, LLC | 0.09% | Add +56.2% | 181,631 | $4.0M |
| Prairiewood Capital, LLC | 1.69% | Add +6.3% | 180,842 | $4.0M |
| Mutual Advisors, LLC | 0.11% | Add +3.7% | 171,559 | $3.9M |
| Meridian Wealth Management, LLC | 0.19% | Add +1.8% | 179,863 | $3.9M |
| Millennium Management | 0.00% | Add +232.7% | 179,560 | $3.9M |
| Parkwood LLC | 0.48% | New | 178,402 | $3.9M |
| Uniplan Investment Counsel, Inc. | 0.37% | Add +1.0% | 177,480 | $3.9M |
| HB Wealth Management, LLC | 0.04% | Add +5.8% | 177,018 | $3.9M |
| Granite FO LLC | 2.21% | No change | 176,965 | $3.9M |
| Cibc World Market Inc. | 0.01% | Reduce -1.5% | 175,904 | $3.9M |
| Obermeyer Wealth Partners | 0.20% | Add +12.1% | 174,913 | $3.8M |
| &partners | 0.05% | Add +532.0% | 172,304 | $3.8M |
| AE Wealth Management LLC | 0.03% | Add +10.2% | 174,282 | $3.8M |
| Rathbones Group PLC | 0.02% | Add +88.9% | 174,110 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Add +20.4% | 173,988 | $3.8M |
| Truvestments Capital LLC | 0.98% | Add +5.7% | 173,195 | $3.8M |
| Joel Isaacson & Co., LLC | 0.17% | Add +41.8% | 168,073 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +7.5% | 165,109 | $3.6M |
| Wellington Shields Capital Management, LLC | 0.64% | Add +0.6% | 164,914 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +100.4% | 163,943 | $3.6M |
| Comerica Bank | 0.01% | Add +49.5% | 163,695 | $3.6M |
| Brown Advisory Inc. | 0.00% | Reduce -16.1% | 163,006 | $3.6M |
| Marathon Capital Management | 0.90% | Reduce -1.3% | 162,740 | $3.6M |
| Crestwood Advisors Group, LLC | 0.07% | Add +71.8% | 161,305 | $3.5M |
| Copperwynd Financial, LLC | 0.97% | Add +8.7% | 160,177 | $3.5M |
| BBR Partners, LLC | 0.24% | Add +0.0% | 156,192 | $3.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.35% | Add +13.9% | 154,734 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +273.6% | 154,680 | $3.4M |
| Community Trust & Investment Co. | 0.21% | Add +3.2% | 154,505 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 153,849 | $3.4M |
| Providence Capital Advisors, LLC | 0.68% | Add +0.7% | 153,385 | $3.4M |
| Curated Wealth Partners LLC | 0.38% | No change | 153,208 | $3.4M |
| Prelude Capital Management, LLC | 0.28% | New | 150,358 | $3.3M |
| Jump Financial, LLC | 0.07% | Reduce -57.5% | 150,007 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +5.6% | 149,084 | $3.3M |
| Sigma Planning Corp | 0.10% | Add +3.5% | 147,991 | $3.2M |
| EWG Elevate Inc. | 0.98% | Add +3.6% | 147,633 | $3.2M |
| IHT Wealth Management, LLC | 0.10% | Add +2.9% | 147,120 | $3.2M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 144,139 | $3.2M |
| CW Advisors, LLC | 0.04% | Reduce -44.2% | 142,872 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -2.2% | 142,116 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 139,214 | $3.0M |
| Waterloo Capital, L.P. | 0.32% | Add +7.1% | 138,599 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 137,194 | $3.0M |
| Baker Avenue Asset Management, LP | 0.09% | Add +3.8% | 136,830 | $3.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.83% | Reduce -2.4% | 131,407 | $2.9M |
| Cornerstone Select Advisors, LLC | 2.70% | — | 128,132 | $2.8M |
| Rollins Financial Advisors, LLC | 0.43% | Add +47.4% | 125,301 | $2.7M |
| Magnolia Capital Advisors LLC | 0.69% | Add +51.7% | 121,773 | $2.7M |
| Aberdeen Group plc | 0.01% | Add +210.9% | 121,282 | $2.7M |
| Argent Trust Co | 0.11% | Add +1.0% | 120,981 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -6.6% | 120,044 | $2.6M |
| XTX Topco Ltd | 0.22% | Add +332.9% | 118,965 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -39.8% | 116,427 | $2.5M |
| Brown, Lisle/Cummings, Inc. | 0.76% | Add +14.6% | 116,200 | $2.5M |
| Essex Financial Services, Inc. | 0.18% | Reduce -2.6% | 115,771 | $2.5M |
| BluePointe Capital Management, LLC | 1.41% | Reduce -5.1% | 112,422 | $2.5M |
| S&T Bank | 0.78% | Reduce -13.1% | 112,132 | $2.5M |
| Arkadios Wealth Advisors | 0.13% | Reduce -4.6% | 112,018 | $2.5M |
| Sculati Wealth Management, LLC | 0.97% | Add +2.3% | 111,642 | $2.4M |
| Larson Financial Group LLC | 0.13% | Add +21.4% | 111,421 | $2.4M |
| Savant Capital, LLC | 0.02% | Reduce -4.7% | 110,384 | $2.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 110,362 | $2.4M |
| Whittier Trust Co. | 0.03% | Add +0.2% | 109,313 | $2.4M |
| Mainstay Capital Management LLC | 0.35% | Add +1.7% | 106,608 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | No change | 105,963 | $2.3M |
| NewEdge Wealth, LLC | 0.04% | Add +38.1% | 106,355 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.5% | 105,866 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +27.4% | 104,705 | $2.3M |
| Palogic Value Management, L.P. | 0.93% | Add +5.0% | 104,565 | $2.3M |
| Taylor Frigon Capital Management LLC | 1.15% | Reduce -1.8% | 103,937 | $2.3M |
| Brendel Financial Advisors LLC | 1.36% | Add +2.6% | 102,972 | $2.3M |
| GP Brinson Investments LLC | 0.93% | No change | 102,481 | $2.2M |
| United Advisor Group, LLC | 0.44% | Add +0.7% | 102,316 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.6% | 101,043 | $2.2M |
| Zuckerman Investment Group, LLC | 0.21% | Add +114.0% | 92,000 | $2.2M |
| Ieq Capital, LLC | 0.02% | Add +0.4% | 98,276 | $2.2M |
| Union Bancaire Privee, UBP SA | 0.04% | — | 97,805 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Add +17.0% | 95,784 | $2.1M |
| Albion Financial Group | 0.14% | Reduce -5.5% | 92,910 | $2.0M |
| Atom Investors LP | 0.25% | New | 92,592 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +50.0% | 92,384 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +76.9% | 90,676 | $2.0M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Add +194.5% | 89,599 | $2.0M |
| Cardiff Park Advisors, LLC | 0.18% | Reduce -10.4% | 88,401 | $1.9M |
| Eagle Bay Advisors LLC | 1.21% | Add +82.6% | 87,981 | $1.9M |
| Intellectus Partners, LLC | 0.43% | Add +8.1% | 87,953 | $1.9M |
| Stonebridge Financial Planning Group, LLC | 0.85% | Add +0.1% | 86,861 | $1.9M |
| Macquarie Group Ltd. | 0.00% | No change | 85,300 | $1.9M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -4.6% | 84,714 | $1.9M |
| FourThought Financial Partners, LLC | 0.19% | Add +1.7% | 84,533 | $1.9M |
| Eagle Global Advisors LLC | 0.08% | No change | 84,360 | $1.8M |
| Bank of New Hampshire | 0.47% | Reduce -15.2% | 84,335 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -1.7% | 83,399 | $1.8M |
| Gsa Capital Partners LLP | 0.13% | New | 83,187 | $1.8M |
| Richard P Slaughter Associates Inc | 0.40% | Reduce -3.0% | 81,349 | $1.8M |
| BankPlus Trust Department | 0.58% | — | 80,155 | $1.8M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -24.0% | 79,271 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -6.1% | 79,087 | $1.7M |
| RDA Financial Network | 0.50% | Reduce -0.9% | 77,860 | $1.7M |
| Alps Advisors Inc. | 0.01% | Reduce -4.3% | 77,715 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -6.5% | 77,578 | $1.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.2% | 77,559 | $1.7M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -1.8% | 76,878 | $1.7M |
| State Street Corp. | 0.00% | No change | 76,823 | $1.7M |
| MBM Wealth Consultants, LLC | 0.49% | Add +4.3% | 74,185 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +1.3% | 74,687 | $1.6M |
| Spire Wealth Management | 0.05% | Add +1.7% | 74,475 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +27.6% | 73,274 | $1.6M |
| Delphi Management Inc. | 1.55% | Add +4.5% | 73,215 | $1.6M |
| Transce3nd, LLC | 0.54% | — | 72,977 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -61.7% | 68,153 | $1.6M |
| Glassy Mountain Advisors, Inc. | 0.54% | Reduce -5.3% | 72,036 | $1.6M |
| Ayrshire Capital Management LLC | 0.77% | Add +3.7% | 71,945 | $1.6M |
| Texas Yale Capital Corp. | 0.06% | Add +2.0% | 71,890 | $1.6M |
| Family Manage LLC | 0.25% | Reduce -0.6% | 70,938 | $1.6M |
| Financial Gravity Companies, Inc. | 0.35% | New | 70,406 | $1.5M |
| Left Brain Wealth Management, LLC | 0.58% | Add +83.1% | 70,275 | $1.5M |
| Integras Partners LLC | 1.37% | — | 70,203 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.38% | Reduce -9.8% | 70,034 | $1.5M |
| Activest Wealth Management | 0.43% | Reduce -1.1% | 69,967 | $1.5M |
| Bramshill Investments, LLC | 0.24% | Reduce -1.0% | 69,881 | $1.5M |
| Samalin Investment Counsel, LLC | 0.66% | Add +2.4% | 69,689 | $1.5M |
| Second Line Capital, LLC | 0.41% | Add +27.7% | 69,126 | $1.5M |
| Round Rock Advisors LLC | 0.31% | New | 69,052 | $1.5M |
| Certior Financial Group, LLC | 1.34% | — | 68,735 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.3% | 67,173 | $1.5M |
| Key Client Fiduciary Advisors, LLC | 0.65% | Reduce -1.5% | 66,699 | $1.5M |
| FIL Ltd | 0.00% | Add +96.2% | 66,638 | $1.5M |
| Cascade Investment Group, Inc. | 1.02% | Reduce -2.0% | 65,011 | $1.4M |
| Tidal Investments LLC | 0.01% | Add +2.3% | 64,841 | $1.4M |
| Carnegie Lake Advisors LLC | 0.57% | Add +0.6% | 64,599 | $1.4M |
| Griffin Asset Management, Inc. | 0.17% | Add +1.2% | 64,355 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.54% | Add +1.3% | 64,324 | $1.4M |
| Cutter & CO Brokerage, Inc. | 0.34% | Reduce -3.0% | 63,237 | $1.4M |
| Register Financial Advisors LLC | 0.69% | Add +2.6% | 63,213 | $1.4M |
| Sunbelt Securities, Inc. | 0.12% | Add +4.2% | 63,025 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.6% | 63,150 | $1.4M |
| Stableford Capital II LLC | 0.54% | Reduce -0.5% | 62,784 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -20.5% | 62,577 | $1.4M |
| Duncker Streett & Co. Inc. | 0.25% | Reduce -5.2% | 62,527 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -26.9% | 61,300 | $1.3M |
| Modern Wealth Management, LLC | 0.05% | Add +7.5% | 60,628 | $1.3M |
| National Bank of Canada | 0.00% | Add +6.5% | 60,227 | $1.3M |
| Lantz Financial LLC | 0.35% | Add +0.1% | 60,091 | $1.3M |
| GoalVest Advisory LLC | 0.36% | Add +0.6% | 59,835 | $1.3M |
| Naples Global Advisors, LLC | 0.12% | Add +1.3% | 59,385 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +50.1% | 58,655 | $1.3M |
| Access Investment Management LLC | 0.37% | No change | 57,675 | $1.3M |
| Focus Partners Wealth | 0.00% | New | 57,580 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +16.1% | 57,528 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +13.5% | 57,383 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.24% | — | 56,288 | $1.2M |
| Rothschild Investment LLC | 0.08% | Add +0.5% | 56,232 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Add +0.9% | 56,182 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -3.3% | 53,149 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -22.4% | 55,488 | $1.2M |
| PFG Advisors | 0.07% | Add +4.1% | 55,360 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +18.9% | 54,836 | $1.2M |
| Beverly Hills Private Wealth, LLC | 0.24% | Reduce -11.5% | 54,206 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -20.3% | 52,809 | $1.2M |
| TFG Advisers LLC | 0.42% | Add +29.1% | 52,753 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -29.0% | 52,434 | $1.1M |
| Plan Group Financial, LLC | 0.60% | Add +11.8% | 52,283 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -4.3% | 48,532 | $1.1M |
| Midwest Professional Planners, LTD. | 0.34% | Reduce -40.8% | 51,665 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +1.9% | 51,475 | $1.1M |
| FLC Capital Advisors | 0.26% | Add +77.5% | 51,294 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +14.1% | 50,623 | $1.1M |
| C2C Wealth Management, LLC | 1.03% | No change | 50,600 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | New | 50,093 | $1.1M |
| Riverbridge Partners LLC | 0.01% | Reduce -0.4% | 50,043 | $1.1M |
| Baldwin Investment Management, LLC | 0.14% | Reduce -2.1% | 49,621 | $1.1M |
| M Holdings Securities, Inc. | 0.18% | Add +2.7% | 49,612 | $1.1M |
| Commerce Bank | 0.01% | Add +57.4% | 49,348 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +20.4% | 49,345 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +1.7% | 49,332 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.14% | Add +3.1% | 49,165 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Reduce -9.2% | 49,070 | $1.1M |
| FJ Capital Management LLC | 0.12% | New | 48,675 | $1.1M |
| Castle Wealth Management LLC | 0.42% | Reduce -2.8% | 48,310 | $1.1M |
| Balboa Wealth Partners | 0.24% | Reduce -3.7% | 48,215 | $1.1M |
| Stiles Financial Services Inc | 0.38% | Add +91.2% | 47,957 | $1.0M |
| Kathmere Capital Management, LLC | 0.09% | No change | 47,691 | $1.0M |
| Independent Wealth Network Inc. | 0.42% | Add +6.6% | 47,505 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -2.4% | 47,375 | $1.0M |
| Alberta Investment Management Corp | 0.01% | No change | 47,300 | $1.0M |
| Verity Asset Management, Inc. | 0.58% | Add +17.0% | 51,465 | $1.0M |
| IFG Advisory, LLC | 0.06% | Add +17.1% | 47,102 | $1.0M |
| Accel Wealth Management | 0.39% | Add +2.0% | 46,678 | $1.0M |
| Everstar Asset Management, LLC | 0.71% | Reduce -4.4% | 46,080 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 46,002 | $1.0M |
| Certuity, LLC | 0.11% | Add +181.9% | 45,565 | $997K |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +4.0% | 45,348 | $993K |
| Guild Investment Management, Inc. | 1.08% | Reduce -0.2% | 45,330 | $992K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -8.4% | 45,032 | $986K |
| SteelPeak Wealth, LLC | 0.04% | Add +0.3% | 44,954 | $984K |
| Integrated Wealth Concepts LLC | 0.01% | Add +29.3% | 44,739 | $979K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.5% | 44,235 | $968K |
| US Bancorp \de | 0.00% | Add +4.7% | 43,056 | $942K |
| Port Capital LLC | 0.04% | No change | 43,000 | $941K |
| Arete Wealth Advisors, LLC | 0.07% | Add +60.0% | 42,958 | $940K |
| Triumph Capital Management | 0.32% | Reduce -40.9% | 42,747 | $936K |
| Ascent Group, LLC | 0.07% | Reduce -4.8% | 42,535 | $931K |
| BKM Wealth Management, LLC | 0.38% | Add +1.8% | 42,388 | $928K |
| AXA S.A. | 0.00% | New | 42,378 | $928K |
| Belpointe Asset Management LLC | 0.06% | Add +0.7% | 43,612 | $919K |
| Bank Ozk | 0.37% | No change | 41,163 | $901K |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -23.6% | 40,769 | $892K |
| 1620 Investment Advisors, Inc. | 0.69% | Add +2.8% | 40,697 | $891K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +27.9% | 40,459 | $888K |
| AllSquare Wealth Management LLC | 0.50% | Add +1.0% | 39,754 | $870K |
| JBR Co Financial Management Inc | 0.52% | Add +18.0% | 38,997 | $854K |
| WESPAC Advisors, LLC | 0.62% | Add +8.9% | 38,565 | $844K |
| NewSquare Capital LLC | 0.07% | Reduce -0.6% | 38,562 | $844K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.9% | 38,556 | $844K |
| Summit Financial, LLC | 0.03% | New | 37,931 | $830K |
| Sowell Financial Services LLC | 0.04% | Add +2.9% | 37,464 | $820K |
| Allianz Asset Management GmbH | 0.00% | Add +4.2% | 37,420 | $819K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.6% | 37,086 | $812K |
| St Germain D J Co. Inc. | 0.04% | Reduce -8.9% | 36,900 | $808K |
| Hamilton Capital Partners Inc. | 0.06% | Reduce -0.8% | 36,200 | $792K |
| Brown Brothers Harriman & Co. | 0.01% | Add +16.0% | 36,159 | $792K |
| Mallini Complete Financial Planning LLC | 1.33% | — | 36,072 | $790K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -9.3% | 33,908 | $780K |
| Measured Wealth Private Client Group, LLC | 0.25% | Reduce -0.1% | 35,577 | $779K |
| Savvy Advisors, Inc. | 0.09% | New | 34,836 | $763K |
| Vantage Financial Partners, LLC | 0.19% | Add +0.6% | 33,812 | $740K |
| Financial Counselors Inc. | 0.01% | Reduce -1.9% | 33,382 | $731K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.0% | 33,280 | $729K |
| Equitable Holdings, Inc. | 0.01% | Add +17.7% | 33,259 | $728K |
| Almanack Investment Partners, LLC. | 0.11% | Add +72.3% | 33,099 | $725K |
| Virtus Advisers, LLC | 0.29% | Add +7.1% | 32,956 | $721K |
| Capital Management Associates | 0.85% | Reduce -17.9% | 32,829 | $719K |
| Glenview Trust Co | 0.01% | Reduce -13.7% | 32,500 | $711K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -6.6% | 32,426 | $710K |
| Advisory Research Inc. | 0.12% | Reduce -2.5% | 32,056 | $702K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +3.8% | 31,907 | $698K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +94.0% | 31,883 | $698K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.4% | 31,667 | $693K |
| Guggenheim Capital LLC | 0.01% | Add +27.3% | 31,663 | $693K |
| Mandatum Life Insurance Co Ltd | 0.20% | Add +12.8% | 31,582 | $691K |
| Compound Planning, Inc. | 0.03% | Add +5.5% | 31,557 | $691K |
| Lazard Asset Management LLC | 0.00% | Add +31.6% | 31,400 | $687K |
| Maridea Wealth Management LLC | 0.22% | — | 31,345 | $686K |
| Delta Financial Group, Inc. | 0.16% | Add +6.6% | 31,112 | $681K |
| Canal Capital Management, LLC | 0.11% | Reduce -22.2% | 31,091 | $681K |
| Samjo Management, LLC | 0.25% | No change | 30,880 | $676K |
| Pinion Investment Advisors, LLC | 0.27% | Reduce -1.9% | 30,839 | $675K |
| Hilltop Holdings Inc. | 0.04% | Add +2.3% | 30,757 | $673K |
| Magnus Financial Group LLC | 0.07% | New | 30,655 | $671K |
| Segment Wealth Management, LLC | 0.05% | Add +133.9% | 30,403 | $666K |
| MBL Wealth, LLC | 0.07% | New | 30,316 | $664K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -58.7% | 30,122 | $659K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 30,009 | $657K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $657K |
| Wedmont Private Capital | 0.03% | Add +0.4% | 29,786 | $655K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -9.0% | 29,801 | $652K |
| McDonald Partners LLC | 0.17% | Add +0.1% | 29,694 | $650K |
| Whitener Capital Management, Inc. | 0.18% | Reduce -4.0% | 29,586 | $648K |
| Palacios Wealth Management, LLC | 0.70% | — | 28,710 | $646K |
| MRP Capital Investments, LLC | 0.59% | Reduce -13.9% | 29,455 | $645K |
| AA Financial Advisors, LLC | 0.17% | Add +1.2% | 29,315 | $642K |
| Quad-Cities Investment Group, LLC | 0.31% | Reduce -5.2% | 29,067 | $636K |
| Lewis Asset Management, LLC | 0.49% | Add +1.2% | 29,055 | $636K |
| Trek Financial, LLC | 0.05% | Reduce -1.0% | 28,959 | $634K |
| Benjamin Edwards Inc. | 0.01% | Add +6.8% | 28,795 | $630K |
| Hudson Capital Management LLC | 0.20% | No change | 28,568 | $625K |
| PFG Investments, LLC | 0.04% | Add +14.0% | 28,515 | $624K |
| Cary Street Partners Financial LLC | 0.02% | — | 28,350 | $621K |
| Aurora Private Wealth, Inc. | 0.46% | Add +1.4% | 28,162 | $616K |
| Group One Trading LLC | 0.02% | New | 28,035 | $614K |
| Values Added Financial LLC | 0.35% | Add +112.0% | 27,980 | $612K |
| Founders Financial Alliance, LLC | 0.17% | Reduce -1.6% | 27,665 | $606K |
| Aua Capital Management, LLC | 0.39% | No change | 27,590 | $604K |
| Brookstone Capital Management | 0.01% | Add +117.0% | 27,548 | $603K |
| Platform Technology Partners | 0.18% | Add +3.3% | 27,450 | $601K |
| NorthRock Partners, LLC | 0.02% | Add +2.6% | 27,432 | $600K |
| Formidable Asset Management, LLC | 0.10% | No change | 26,951 | $590K |
| Global Retirement Partners, LLC | 0.02% | Reduce -45.4% | 26,715 | $585K |
| Navis Wealth Advisors, LLC | 0.63% | Add +0.3% | 26,533 | $581K |
| Western Financial Corp | 0.32% | Add +2.2% | 26,387 | $578K |
| BIP Wealth, LLC | 0.04% | Add +1.0% | 26,200 | $574K |
| Monument Capital Management | 0.16% | Reduce -0.8% | 26,182 | $573K |
| Tocqueville Asset Management L.P. | 0.01% | New | 25,430 | $557K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.8% | 25,419 | $556K |
| Evoke Wealth, LLC | 0.02% | Add +2.9% | 25,318 | $554K |
| Venture Visionary Partners LLC | 0.02% | Add +13.6% | 25,104 | $550K |
| Global Assets Advisory, LLC | 0.30% | Add +31.9% | 24,608 | $547K |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.3% | 24,766 | $542K |
| Canton Hathaway, LLC | 0.14% | Add +64.7% | 24,700 | $541K |
| Amitell Capital Pte Ltd | 0.48% | No change | 24,366 | $533K |
| Roman Butler Fullerton & Co. | 0.17% | Reduce -2.7% | 22,615 | $527K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -0.9% | 23,866 | $522K |
| SG Americas Securities, LLC | 0.00% | New | 23,695 | $519K |
| Ascent Capital Management, LLC | 0.53% | — | 23,558 | $516K |
| Choreo, LLC | 0.01% | Add +3.1% | 23,035 | $505K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 23,000 | $503K |
| Parcion Private Wealth LLC | 0.04% | No change | 22,982 | $503K |
| LeClair Wealth Partners LLC | 0.33% | — | 22,487 | $492K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 22,331 | $489K |
| Jane Street Group, LLC | 0.00% | Reduce -29.8% | 22,328 | $489K |
| DCM Advisors, LLC | 0.22% | Reduce -1.1% | 22,124 | $479K |
| Fiduciary Group, LLC | 0.05% | Add +2.3% | 21,851 | $478K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +4.5% | 21,540 | $472K |
| IFP Advisors, Inc | 0.02% | Add +8.3% | 21,429 | $469K |
| Bard Associates Inc. | 0.16% | Reduce -3.9% | 21,384 | $468K |
| Castlekeep Investment Advisors LLC | 0.33% | New | 21,322 | $467K |
| Prostatis Group LLC | 0.14% | Add +2.1% | 21,311 | $467K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 20,950 | $459K |
| Prossimo Advisors, LLC | 0.33% | Reduce -6.2% | 20,936 | $458K |
| Financial Advocates Investment Management | 0.03% | Add +13.3% | 20,913 | $458K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -1.4% | 20,874 | $457K |
| Dark Forest Capital Management LP | 0.07% | New | 20,804 | $455K |
| First Affirmative Financial Network | 0.26% | Add +46.5% | 20,615 | $451K |
| Gradient Investments LLC | 0.01% | Reduce -0.2% | 20,504 | $449K |
| 5T Wealth, LLC | 0.25% | — | 20,496 | $449K |
| Engineers Gate Manager LP | 0.01% | Reduce -69.5% | 20,484 | $448K |
| Keybank National Association | 0.00% | No change | 20,433 | $447K |
| PCG Wealth Advisors, LLC | 0.16% | Add +9.7% | 20,253 | $443K |
| Intrepid Capital Management Inc. | 0.28% | New | 20,209 | $442K |
| Heritage Trust Co | 0.05% | — | 20,185 | $442K |
| PARK CIRCLE Co | 0.40% | No change | 20,000 | $438K |
| TCTC Holdings, LLC | 0.02% | No change | 20,000 | $438K |
| Calydon Capital | 0.09% | Add +27.4% | 19,875 | $435K |
| RFG Advisory, LLC | 0.01% | Add +5.1% | 19,855 | $435K |
| Wealth Alliance Advisory Group, LLC | 0.09% | No change | 19,852 | $435K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.3% | 19,839 | $434K |
| Future Financial Wealth Managment LLC | 0.32% | No change | 19,800 | $433K |
| Redmond Asset Management, LLC | 0.11% | No change | 19,395 | $425K |
| BankPlus Wealth Management LLC | 0.32% | — | 19,317 | $423K |
| Baron Financial Group, LLC | 0.26% | Add +1.4% | 19,307 | $423K |
| Golden State Wealth Management, LLC | 0.06% | — | 19,248 | $421K |
| Eight 31 Financial, LLC | 0.32% | Add +1.5% | 19,230 | $421K |
| Meridian Investment Counsel Inc. | 0.13% | Reduce -10.7% | 19,200 | $420K |
| Trust Co. of Vermont | 0.02% | Add +33.4% | 19,181 | $420K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +2.3% | 19,148 | $419K |
| Verus Capital Partners, LLC | 0.04% | Add +33.5% | 19,095 | $418K |
| Bridgewealth Advisory Group, LLC | 0.12% | Reduce -1.7% | 17,955 | $414K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -1.4% | 18,804 | $412K |
| Generation Capital Management LLC | 0.35% | — | 18,750 | $410K |
| Trueblood Wealth Management, LLC | 0.20% | No change | 18,713 | $410K |
| Private Trust Co. NA | 0.04% | No change | 18,578 | $407K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -38.8% | 18,499 | $405K |
| Compass Capital Corp. /Ma/ | 0.16% | — | 17,196 | $404K |
| Cypress Wealth Services, LLC | 0.08% | New | 18,427 | $403K |
| Tradition Wealth Management, LLC | 0.04% | Add +1.1% | 18,371 | $402K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.2% | 18,339 | $401K |
| Fiduciary Alliance LLC | 0.04% | Add +0.6% | 18,186 | $398K |
| NWF Advisory Services Inc. | 0.06% | Add +49.3% | 18,105 | $396K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -32.3% | 18,059 | $395K |
| Castle Rock Wealth Management, LLC | 0.09% | Reduce -1.6% | 16,963 | $395K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.6% | 17,775 | $391K |
| Optimum Investment Advisors | 0.17% | Reduce -2.7% | 17,799 | $390K |
| Composition Wealth, LLC | 0.01% | Add +41.2% | 17,712 | $388K |
| XML Financial, LLC | 0.04% | Reduce -15.5% | 17,638 | $386K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +33.4% | 17,625 | $386K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -3.2% | 17,516 | $383K |
| LVW Advisors, LLC | 0.05% | Add +0.7% | 17,406 | $381K |
| JT Stratford LLC | 0.06% | Reduce -0.2% | 17,274 | $378K |
| Deutsche Bank AG | 0.00% | Reduce -5.9% | 17,228 | $377K |
| MAI Capital Management | 0.00% | Add +11.7% | 17,097 | $374K |
| Lindbrook Capital, LLC | 0.03% | Add +15.3% | 17,033 | $373K |
| DeepCurrents Investment Group LLC | 0.84% | No change | 17,007 | $372K |
| Scotia Capital Inc. | 0.00% | Add +21.5% | 16,950 | $371K |
| Adaptive Financial Consulting, LLC | 0.15% | No change | 16,830 | $368K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 16,693 | $365K |
| Fortis Capital Advisors, LLC | 0.12% | No change | 17,285 | $364K |
| Prospera Financial Services Inc | 0.01% | Add +5.2% | 16,620 | $364K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.6% | 16,539 | $362K |
| Tyche Wealth Partners LLC | 0.08% | Add +3.6% | 16,455 | $360K |
| United Capital Financial Advisors, LLC | 0.00% | Add +43.8% | 16,404 | $359K |
| Xcel Wealth Management, LLC | 0.10% | Add +4.5% | 16,350 | $358K |
| Kentucky Trust Co | 0.21% | — | 16,313 | $357K |
| Csenge Advisory Group | 0.02% | Reduce -5.0% | 16,276 | $356K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 15,950 | $349K |
| Worth Asset Management, LLC | 0.19% | Add +22.5% | 15,918 | $348K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.3% | 15,816 | $346K |
| Beck Capital Management, LLC | 0.09% | Add +2.3% | 15,666 | $343K |
| Intrua Financial, LLC | 0.06% | Reduce -10.6% | 15,603 | $342K |
| Bank of Montreal | 0.00% | Reduce -17.6% | 15,586 | $341K |
| AQR Capital Management | 0.00% | New | 15,502 | $339K |
| Chapin Davis, Inc. | 0.11% | No change | 16,124 | $338K |
| Wealthfront Advisers LLC | 0.00% | Add +29.2% | 15,347 | $336K |
| Jackson Thornton Wealth Management, LLC | 0.04% | New | 15,272 | $334K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -14.3% | 15,260 | $334K |
| Moody National Bank Trust Division | 0.03% | Reduce -0.2% | 15,178 | $332K |
| Merkkuri Wealth Advisors LLC | 0.26% | Add +0.0% | 15,117 | $331K |
| Secure Asset Management, LLC | 0.05% | Add +2.1% | 15,019 | $329K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 15,638 | $327K |
| Firestone Capital Management | 0.08% | No change | 14,850 | $325K |
| Webster Bank, N. A. | 0.03% | No change | 14,802 | $324K |
| Oregon Pacific Wealth Management, LLC | 0.32% | — | 14,679 | $321K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.8% | 14,675 | $321K |
| O'ROURKE & COMPANY, Inc | 0.16% | Add +8.3% | 14,623 | $320K |
| Kapitalo Investimentos Ltda | 0.21% | New | 14,478 | $317K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,544 | $314K |
| Silver Oak Securities, Incorporated | 0.03% | New | 14,139 | $310K |
| Brandywine Oak Private Wealth LLC | 0.03% | Reduce -25.9% | 14,159 | $310K |
| Ethos Financial Group, LLC | 0.04% | No change | 14,148 | $310K |
| Millennium Capital Advisors, LLC | 0.21% | No change | 14,135 | $309K |
| Cornerstone Advisory, LLC | 0.04% | Add +6.8% | 13,261 | $309K |
| Severin Investments, LLC | 0.31% | — | 14,078 | $308K |
| Oxford Asset Management LLP | 0.14% | New | 14,056 | $308K |
| Integrated Advisors Network LLC | 0.01% | New | 14,052 | $308K |
| Highlander Partners, L.P. | 0.17% | No change | 14,000 | $306K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 14,000 | $306K |
| IPG Investment Advisors LLC | 0.07% | Add +10.4% | 13,829 | $303K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 13,670 | $299K |
| Kovack Advisors, Inc. | 0.03% | Add +21.6% | 13,641 | $299K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.0% | 13,633 | $298K |
| Vista Investment Management | 0.11% | Reduce -9.8% | 13,549 | $297K |
| Meridian Wealth Advisors, LLC | 0.05% | Add +17.4% | 13,500 | $296K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.6% | 13,449 | $294K |
| Tyler-Stone Wealth Management | 0.05% | Add +1.9% | 13,402 | $293K |
| Sage Investment Counsel LLC | 0.38% | — | 13,390 | $293K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.7% | 13,389 | $293K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.8% | 13,362 | $293K |
| Western Pacific Wealth Management, LP | 0.24% | Add +11.8% | 13,314 | $291K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +3.0% | 13,223 | $289K |
| Diversify Wealth Management, LLC | 0.02% | New | 13,086 | $288K |
| PDS Planning, Inc | 0.03% | New | 13,103 | $287K |
| Seven Mile Advisory | 0.18% | No change | 13,000 | $285K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 12,994 | $284K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,975 | $284K |
| FineMark National Bank & Trust | 0.01% | New | 12,941 | $283K |
| Visionary Wealth Advisors | 0.02% | New | 12,635 | $277K |
| Autumn Glory Partners, LLC | 0.13% | Reduce -50.0% | 12,535 | $274K |
| World Investment Advisors | 0.01% | Add +4.1% | 12,521 | $274K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,484 | $273K |
| Investment Management Associates Inc. | 0.12% | Add +1.3% | 12,413 | $272K |
| Acorn Creek Capital LLC | 0.14% | New | 12,217 | $267K |
| Laidlaw Wealth Management LLC | 0.12% | Add +1.0% | 12,175 | $267K |
| Cannell & Spears LLC | 0.01% | Reduce -0.0% | 12,170 | $266K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 12,082 | $264K |
| CoreCap Advisors, LLC | 0.01% | Add +14.5% | 12,027 | $263K |
| Promethium Advisors,llc | 0.18% | No change | 12,025 | $263K |
| Burling Wealth Partners, LLC | 0.05% | — | 12,025 | $263K |
| Stablepoint Partners, LLC | 0.05% | New | 12,012 | $263K |
| Florida Trust Wealth Management Co | 0.01% | No change | 12,000 | $263K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 11,917 | $261K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.2% | 11,730 | $257K |
| Redmont Wealth Advisors LLC | 0.44% | No change | 11,713 | $256K |
| Anfield Capital Management, LLC | 0.09% | Reduce -5.3% | 11,689 | $256K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +16.9% | 11,582 | $254K |
| Ellis Investment Partners, LLC | 0.05% | Add +17.8% | 11,534 | $252K |
| Empowered Funds, LLC | 0.00% | New | 11,527 | $252K |
| Ipswich Investment Management Co., Inc. | 0.06% | Reduce -3.6% | 11,450 | $251K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.6% | 11,404 | $250K |
| CWA Asset Management Group, LLC | 0.01% | Add +6.3% | 11,329 | $248K |
| Quantinno Capital Management LP | 0.00% | Add +0.3% | 11,321 | $248K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 11,173 | $245K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -0.9% | 11,152 | $244K |
| Oakwell Private Wealth Management, LLC | 0.07% | No change | 11,100 | $243K |
| Accredited Investors Inc. | 0.01% | Add +1.9% | 10,955 | $240K |
| Penbrook Management LLC | 0.16% | New | 10,890 | $238K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.0% | 10,826 | $237K |
| TrueMark Investments, LLC | 0.08% | Reduce -46.5% | 10,792 | $236K |
| Watts Gwilliam & Co., LLC | 0.05% | Reduce -1.9% | 10,668 | $235K |
| ELCO Management Co., LLC | 0.12% | No change | 10,700 | $234K |
| Core Wealth Partners LLC | 0.13% | No change | 10,678 | $234K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.3% | 10,673 | $234K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -8.3% | 10,662 | $233K |
| GeoWealth Management, LLC | 0.01% | New | 10,614 | $232K |
| Banco Santander, S.A. | 0.00% | New | 10,550 | $231K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.7% | 10,546 | $231K |
| Signaturefd, LLC | 0.00% | Add +2.8% | 10,506 | $230K |
| Allie Family Office LLC | 0.13% | No change | 10,500 | $230K |
| North Star Investment Management Corp. | 0.02% | No change | 10,500 | $230K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 10,490 | $230K |
| SVB Wealth LLC | 0.00% | New | 10,489 | $230K |
| Hexagon Capital Partners LLC | 0.04% | Add +2.8% | 10,480 | $229K |
| Flputnam Investment Management Co. | 0.00% | Add +0.9% | 10,458 | $229K |
| KLCM Advisors, Inc. | 0.03% | No change | 10,370 | $227K |
| Elevatus Welath Management | 0.08% | Add +2.0% | 10,288 | $225K |
| Brighton Jones LLC | 0.01% | Add +4.1% | 10,273 | $225K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 10,248 | $224K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.10% | — | 10,200 | $223K |
| Clark Financial Services Group Inc. | 0.17% | Reduce -1.2% | 10,204 | $223K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +2.1% | 10,183 | $223K |
| M&T Bank Corp | 0.00% | New | 10,134 | $222K |
| Hanover Advisors Inc. | 0.09% | New | 10,116 | $221K |
| Successful Portfolios LLC | 0.15% | New | 10,111 | $221K |
| Commons Capital, LLC | 0.20% | New | 10,000 | $219K |
| Madison Park Capital Advisors, LLC | 0.17% | No change | 10,000 | $219K |
| Forthright Family Wealth Advisory LLC | 0.14% | Reduce -9.1% | 10,000 | $219K |
| Stelac Advisory Services LLC | 0.09% | No change | 10,000 | $219K |
| Capital Management Associates, Inc | 0.08% | Reduce -33.0% | 9,964 | $218K |
| Ascentis Independent Advisors | 0.04% | Reduce -6.7% | 9,947 | $218K |
| Emergent Wealth Advisors, LLC | 0.16% | No change | 9,867 | $216K |
| Consolidated Portfolio Review Corp | 0.03% | New | 9,814 | $215K |
| Vise Technologies, Inc. | 0.02% | New | 9,788 | $214K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | New | 9,757 | $214K |
| Summit Trail Advisors, LLC | 0.01% | New | 9,660 | $211K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 9,646 | $211K |
| Lane & Associates LLC | 0.11% | New | 8,891 | $210K |
| Huntleigh Advisors, Inc. | 0.05% | — | 9,599 | $210K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -6.1% | 9,589 | $210K |
| Evanson Asset Management, LLC | 0.01% | New | 9,541 | $209K |
| Fulton Bank, N.A. | 0.01% | Reduce -17.6% | 9,532 | $209K |
| Glenmede Trust Co. NA | 0.00% | New | 9,500 | $208K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 9,458 | $207K |
| Wealth Group, Ltd. | 0.13% | New | 9,452 | $207K |
| Annex Advisory Services, LLC | 0.01% | New | 9,455 | $207K |
| Beacon Capital Management, LLC | 0.03% | Add +14.7% | 9,353 | $205K |
| My Legacy Advisors, LLC | 0.08% | Reduce -18.3% | 9,006 | $204K |
| KG Capital Management | 0.07% | New | 9,270 | $203K |
| MCF Advisors LLC | 0.01% | Add +3.9% | 9,256 | $203K |
| Clare Market Investments LLC | 0.05% | Reduce -17.6% | 9,167 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +89.2% | 8,887 | $195K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.0% | 8,780 | $192K |
| Whipplewood Advisors, LLC | 0.11% | — | 8,715 | $191K |
| J.Safra Asset Management Corp | 0.01% | Add +79.5% | 7,932 | $174K |
| Allworth Financial LP | 0.00% | Reduce -17.7% | 6,912 | $162K |
| West Oak Capital, LLC | 0.08% | No change | 6,600 | $145K |
| Key Financial Inc | 0.03% | Add +18.0% | 6,465 | $142K |
| Orion Capital Management LLC | 0.06% | New | 6,410 | $140K |
| HM Payson & Co. | 0.00% | No change | 6,361 | $139K |
| Hollencrest Capital Management | 0.01% | Add +2.0% | 6,339 | $139K |
| FSC Wealth Advisors, LLC | 0.09% | Add +18.9% | 6,300 | $138K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $135K |
| Fifth Third Bancorp | 0.00% | Reduce -33.7% | 6,056 | $133K |
| Hurley Capital, LLC | 0.10% | — | 5,706 | $127K |
| Citigroup Inc. | 0.00% | Add +17.9% | 5,775 | $126K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.0% | 5,526 | $121K |
| Grove Bank & Trust | 0.02% | No change | 5,400 | $118K |
| Avior Wealth Management, LLC | 0.00% | Add +19.6% | 4,900 | $107K |
| Centennial Bank | 0.05% | No change | 4,856 | $106K |
| Luken Investment Analytics, LLC | 0.05% | No change | 4,600 | $101K |
| Principal Securities, Inc. | 0.00% | Reduce -16.7% | 4,534 | $99K |
| Bogart Wealth, LLC | 0.00% | Add +82.2% | 4,440 | $97K |
| Cedar Wealth Management, LLC | 0.03% | No change | 4,302 | $94K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 4,275 | $94K |
| Aventura Private Wealth, LLC | 0.05% | — | 4,194 | $92K |
| Heritage Wealth Advisors | 0.00% | Reduce -65.0% | 4,150 | $91K |
| Assetmark, Inc. | 0.00% | Add +361.8% | 3,999 | $88K |
| Chilton Capital Management LLC | 0.00% | No change | 3,998 | $88K |
| Sandy Spring Bank | 0.00% | Add +11.7% | 3,997 | $87K |
| Optiver Holding B.V. | 0.00% | Reduce -48.9% | 3,655 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $80K |
| Wintrust Investments LLC | 0.07% | Reduce -27.8% | 3,620 | $79K |
| Synergy Investment Management, LLC | 0.03% | — | 3,589 | $79K |
| First Horizon Advisors, Inc. | 0.00% | Add +20.3% | 3,564 | $78K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.3% | 3,511 | $77K |
| SouthState Bank Corp | 0.01% | No change | 3,500 | $77K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.9% | 3,373 | $74K |
| Security National Bank | 0.01% | No change | 3,272 | $72K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +200.0% | 3,000 | $66K |
| Montag A & Associates Inc. | 0.00% | Add +92.6% | 2,889 | $63K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,888 | $63K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,876 | $63K |
| Arax Advisory Partners | 0.00% | New | 2,742 | $60K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.6% | 2,431 | $53K |
| Summit Securities Group LLC | 0.02% | New | 2,300 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.4% | 2,289 | $50K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $50K |
| Promus Capital, LLC | 0.04% | — | 2,183 | $48K |
| Chesapeake Asset Management LLC | 0.04% | No change | 2,139 | $47K |
| Aspetuck Financial Management LLC | 0.04% | — | 2,100 | $46K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,835 | $40K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -77.9% | 1,778 | $39K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,700 | $37K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -22.9% | 1,682 | $37K |
| Estabrook Capital Management | 0.01% | No change | 1,650 | $36K |
| Clark Wealth Partners | 0.03% | — | 1,624 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -36.2% | 1,601 | $35K |
| VSM Wealth Advisory, LLC | 0.01% | — | 1,593 | $35K |
| Montag & Caldwell, LLC | 0.01% | New | 1,500 | $33K |
| Rogco, LP | 0.01% | No change | 1,388 | $30K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,342 | $29K |
| Hemington Wealth Management | 0.01% | Add +2.2% | 1,327 | $29K |
| Valley National Advisers Inc. | 0.01% | Add +0.4% | 1,357 | $29K |
| Acadian Asset Management LLC | 0.00% | Add +3.8% | 1,367 | $29K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.2% | 1,321 | $29K |
| Nemes Rush Group LLC | 0.00% | Add +4.5% | 1,293 | $28K |
| AlphaMark Advisors, LLC | 0.01% | Add +2.2% | 1,283 | $28K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +5.8% | 1,272 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,222 | $27K |
| CGC Financial Services, LLC | 0.01% | No change | 1,161 | $25K |
| Payden & Rygel | 0.00% | No change | 1,160 | $25K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,138 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $25K |
| Founders Capital Management | 0.02% | No change | 1,110 | $24K |
| High Note Wealth, LLC | 0.01% | New | 1,106 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $24K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,100 | $24K |
| Smithfield Trust Co | 0.00% | Reduce -1.0% | 1,100 | $24K |
| Ameriflex Group, Inc. | 0.01% | — | 985 | $23K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.1% | 1,004 | $22K |
| Cypress Capital Management LLC (WY) | 0.03% | No change | 1,000 | $22K |
| Investors Research Corp | 0.00% | No change | 1,000 | $22K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $22K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $22K |
| PSI Advisors, LLC | 0.01% | No change | 950 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 930 | $20K |
| Huntington National Bank | 0.00% | No change | 908 | $20K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $20K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 900 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 897 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -5.1% | 875 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 900 | $19K |
| Kessler Investment Group, LLC | 0.01% | No change | 837 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +176.3% | 829 | $18K |
| Morse Asset Management, Inc | 0.00% | Reduce -27.3% | 800 | $18K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 790 | $17K |
| Sachetta, LLC | 0.01% | No change | 706 | $15K |
| Asset Planning,Inc | 0.01% | — | 700 | $15K |
| Bernard Wealth Management Corp. | 0.01% | — | 700 | $15K |
| Raleigh Capital Management Inc. | 0.01% | No change | 700 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 676 | $15K |
| DT Investment Partners, LLC | 0.00% | Add +2.2% | 660 | $14K |
| Archer Investment Corp | 0.00% | Reduce -57.9% | 640 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 630 | $14K |
| Investment Management Corp. /Va/ | 0.01% | — | 622 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 599 | $13K |
| FNY Investment Advisers, LLC | 0.01% | New | 600 | $13K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +2.3% | 586 | $13K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +2.3% | 589 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +108.6% | 559 | $12K |
| 2UniFi Bank | 0.01% | — | 516 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $11K |
| Centricity Wealth Management, LLC | 0.01% | — | 500 | $11K |
| WR Wealth Planners, LLC | 0.00% | No change | 500 | $11K |
| LRI Investments, LLC | 0.00% | Add +2.2% | 468 | $10K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 458 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 440 | $10K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 438 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $9K |
| Hilltop National Bank | 0.00% | Add +112.5% | 425 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 415 | $9K |
| Accordant Advisory Group Inc | 0.01% | No change | 400 | $9K |
| Continuum Advisory, LLC | 0.00% | Reduce -2.0% | 387 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -84.4% | 382 | $8K |
| Creekmur Asset Management LLC | 0.00% | Reduce -1.0% | 305 | $7K |
| Putney Financial Group LLC | 0.01% | — | 300 | $7K |
| Studio Investment Management LLC | 0.00% | New | 300 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 270 | $6K |
| Evolution Advisers, Inc. | 0.00% | Add +4.6% | 318 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 270 | $6K |
| Lee Danner & Bass Inc. | 0.00% | New | 250 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 250 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 244 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| City Holding Co. | 0.00% | No change | 225 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 190 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 188 | $4K |
| Avion Wealth | 0.00% | No change | 200 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 170 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 139 | $3K |
| Covestor Ltd | 0.00% | Reduce -7.1% | 117 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.5% | 133 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 125 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 119 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 117 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 105 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 100 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -2.2% | 89 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -2.2% | 89 | $2K |
| Oarsman Capital, Inc. | 0.00% | New | 89 | $2K |
| Noble Wealth Management PBC | 0.00% | — | 75 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 72 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 70 | $2K |
| FLP Wealth Management, LLC | 0.00% | — | 61 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 60 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 45 | $985 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $854 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $656 |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 27 | $599 |
| Horizon Investments, LLC | 0.00% | No change | 23 | $503 |
| Tucker Asset Management LLC | 0.00% | Add +10.0% | 11 | $235 |
| Robinswood Financial LLC | 0.00% | No change | 10 | $234 |
| PayPay Securities Corp | 0.00% | Add +0.0% | 1 | $22 |
| Bessemer Group Inc. | 0.00% | New | 14 | $0 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.