Ares CapitalARCC
13F holders, Q1 2025 (March 31)831holders +4
85new positions
67sold out
4famous investors
$22.14avg. 13F price*
At the end of Q1 2025, 831 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, up 4 from Q4 2024. 85 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($388.6M), Van Eck Associates Corp. ($286.8M) and Bank of America Corp. ($176.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $96.9M |
| Exits | 67 | $46.5M |
All 13F filers, Q4 2024 → Q1 2025: 27,781,301 shares bought and 9,852,821 shares sold, net +17,928,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 831 holders
| Morgan Stanley | 0.03% | Add +18.2% | 17,534,350 | $388.6M |
| Van Eck Associates Corp. | 0.37% | Reduce -8.5% | 12,943,060 | $286.8M |
| Bank of America Corp. | 0.02% | Add +0.3% | 7,972,247 | $176.7M |
| Generali Asset Management SPA SGR | 3.23% | Add +53.5% | 5,919,811 | $131.2M |
| JPMorgan Chase & Co. | 0.01% | Add +26.5% | 5,398,416 | $119.6M |
| UBS Group AG | 0.02% | Add +76.1% | 5,022,341 | $111.3M |
| Legal & General Group Plc | 0.03% | Add +1.1% | 4,702,620 | $104.2M |
| Wells Fargo & Company | 0.02% | Add +7.8% | 3,844,068 | $85.2M |
| Confluence Investment Management LLC | 1.20% | Reduce -1.0% | 3,775,447 | $83.7M |
| Two Sigma Advisers, LP | 0.19% | Add +185.3% | 3,715,400 | $82.3M |
| Advisors Capital Management, LLC | 1.25% | Add +3.0% | 3,627,990 | $80.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.2% | 3,568,394 | $79.1M |
| LPL Financial LLC | 0.03% | Add +9.0% | 3,567,816 | $79.1M |
| Royal Bank of Canada | 0.02% | Reduce -13.0% | 3,560,479 | $78.9M |
| FMR LLC | 0.01% | Reduce -11.2% | 3,556,360 | $78.8M |
| Two Sigma Investments, LP | 0.15% | Add +12.4% | 3,011,884 | $66.7M |
| Allen Investment Management, LLC | 0.77% | Add +8.4% | 2,975,197 | $65.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.5% | 2,835,007 | $62.8M |
| CCLA Investment Management | 1.10% | Add +26.5% | 2,799,023 | $62.0M |
| Raymond James Financial Inc. | 0.02% | Add +2.4% | 2,720,010 | $60.3M |
| HighTower Advisors, LLC | 0.08% | Add +87.2% | 2,621,109 | $58.1M |
| Stifel Financial Corp. | 0.06% | Add +8.2% | 2,524,654 | $55.9M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 2,427,943 | $53.8M |
| Sound Income Strategies, LLC | 3.11% | Add +2.8% | 2,378,835 | $52.7M |
| Progeny 3, Inc. | 3.24% | No change | 2,125,718 | $47.1M |
| Rockefeller Capital Management L.P. | 0.11% | Add +9.4% | 1,949,990 | $43.2M |
| Ares Management LLC | 2.57% | Reduce -0.5% | 1,888,631 | $41.9M |
| Osaic Holdings, Inc. | 0.09% | Add +45.9% | 1,854,925 | $41.1M |
| Border to Coast Pensions Partnership Ltd | 0.84% | No change | 1,850,000 | $41.0M |
| Partners Group Holding AG | 1.53% | Add +3.5% | 1,652,729 | $36.6M |
| 1832 Asset Management L.P. | 0.07% | Add +128.9% | 1,635,870 | $36.3M |
| Capital Advisors Inc. | 0.68% | Add +3.3% | 1,530,843 | $33.9M |
| Clearbridge Investments, LLC | 0.03% | Add +9.3% | 1,529,612 | $33.9M |
| OMERS ADMINISTRATION Corp | 0.29% | Add +10.2% | 1,493,227 | $33.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +121.5% | 1,439,176 | $31.9M |
| Nomura Asset Management Co. Ltd. | 0.10% | Reduce -5.2% | 1,431,519 | $31.7M |
| Gilbert & Cook, Inc. | 4.32% | Reduce -14.3% | 1,342,899 | $29.8M |
| Bruni J V & Co. | 3.45% | Reduce -1.7% | 1,340,156 | $29.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +10.9% | 1,259,805 | $27.9M |
| LSV Asset Management | 0.07% | Reduce -16.7% | 1,259,190 | $27.9M |
| Stephens Inc. | 0.41% | Add +9.4% | 1,250,087 | $27.7M |
| McGowan Group Asset Management, Inc. | 3.41% | Add +9.8% | 1,144,321 | $25.4M |
| Citadel Advisors | 0.02% | Add +20.7% | 1,127,942 | $25.0M |
| Muzinich & Co., Inc. | 15.25% | Add +17.0% | 1,125,251 | $24.9M |
| Cetera Investment Advisers | 0.05% | Add +8.5% | 1,124,794 | $24.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +17.7% | 1,104,408 | $24.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.7% | 1,076,008 | $23.8M |
| Sage Advisors, LLC | 15.57% | Add +3.5% | 998,486 | $22.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +15.8% | 932,170 | $20.7M |
| Baird Financial Group, Inc. | 0.04% | Add +1.8% | 913,430 | $20.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.6% | 897,056 | $19.9M |
| D.A. Davidson & Co. | 0.16% | Add +3.1% | 877,617 | $19.4M |
| Franklin Resources Inc. | 0.01% | Add +10.1% | 875,581 | $19.4M |
| Northeast Financial Consultants Inc | 0.84% | Add +22.2% | 857,410 | $19.0M |
| HRT Financial LP | 0.11% | Reduce -36.8% | 810,117 | $18.0M |
| Neuberger Berman Group LLC | 0.01% | Add +0.6% | 803,919 | $17.8M |
| Credit Agricole S A | 0.06% | Add +55.7% | 772,219 | $17.1M |
| Baillie Gifford & Co. | 0.01% | Add +27.8% | 753,649 | $16.7M |
| Melia Wealth LLC | 8.60% | Add +0.8% | 752,630 | $16.7M |
| Edgemoor Investment Advisors, Inc. | 1.48% | Reduce -0.7% | 722,739 | $16.0M |
| Sigma Investment Counselors Inc. | 0.98% | Add +1.9% | 722,406 | $16.0M |
| BNP Paribas Financial Markets | 0.01% | Add +42.0% | 721,274 | $16.0M |
| TCW Group Inc. | 0.14% | No change | 714,971 | $15.8M |
| Naviter Wealth, LLC | 1.87% | Add +1.3% | 683,301 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 666,330 | $14.8M |
| Nan Fung Trinity (hk) Ltd. | 2.28% | Add +113.7% | 647,800 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -12.3% | 601,905 | $13.3M |
| Palisade Capital Management, LP | 0.42% | Add +2.5% | 579,985 | $12.9M |
| Denali Advisors LLC | 1.45% | Reduce -3.1% | 576,560 | $12.8M |
| Clearstead Advisors, LLC | 0.19% | Reduce -5.3% | 553,026 | $12.3M |
| Vista Finance, LLC | 10.54% | Add +42.6% | 548,195 | $12.1M |
| SCS Capital Management LLC | 0.15% | New | 531,499 | $11.8M |
| Corient Private Wealth LP | 0.02% | Reduce -7.2% | 525,480 | $11.6M |
| Spinnaker Trust | 0.74% | New | 513,981 | $11.4M |
| Chicago Partners Investment Group LLC | 0.37% | Add +6.0% | 538,042 | $11.2M |
| Bell Bank | 0.60% | Add +3.4% | 500,498 | $11.1M |
| LGT Group Foundation | 0.15% | Add +30.1% | 499,153 | $11.1M |
| Wellington Management Group LLP | 0.00% | New | 490,000 | $10.9M |
| Boston Partners | 0.01% | Add +11.7% | 488,486 | $10.8M |
| Evercore Wealth Management, LLC | 0.17% | Reduce -52.8% | 487,487 | $10.8M |
| Enstar Group LTD | 4.05% | Add +3.3% | 484,524 | $10.7M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -65.7% | 474,938 | $10.5M |
| Tectonic Advisors LLC | 0.65% | Add +7.5% | 467,953 | $10.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.55% | Add +3.7% | 462,684 | $10.3M |
| Sfmg, LLC | 0.81% | Add +4.1% | 462,399 | $10.2M |
| New South Capital Management Inc. | 0.49% | Reduce -10.7% | 461,803 | $10.2M |
| Merit Financial Group, LLC | 0.15% | Add +2.5% | 455,415 | $10.1M |
| Gritstone Asset Management LLC | 10.58% | Add +0.0% | 446,566 | $9.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +21.0% | 441,993 | $9.8M |
| Graypoint LLC | 0.61% | No change | 440,327 | $9.8M |
| NorthCoast Asset Management LLC | 0.05% | Add +1.4% | 438,266 | $9.7M |
| CW Advisors, LLC | 0.11% | Add +196.7% | 423,845 | $9.4M |
| Advisors Asset Management, Inc. | 0.17% | Add +4.1% | 413,375 | $9.2M |
| iA Global Asset Management Inc. | 0.16% | New | 408,569 | $9.1M |
| Columbus Macro, LLC | 1.17% | Reduce -0.8% | 401,924 | $8.9M |
| Aquatic Capital Management LLC | 0.23% | Add +20.4% | 399,945 | $8.9M |
| Oppenheimer & Co. Inc. | 0.13% | Add +4.0% | 397,694 | $8.8M |
| LGT Capital Partners LTD. | 0.39% | Reduce -21.6% | 397,500 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +28.8% | 393,517 | $8.7M |
| Mgo One Seven LLC | 0.34% | Add +7.1% | 392,374 | $8.7M |
| Invesco Ltd. | 0.00% | Reduce -5.2% | 383,805 | $8.5M |
| Cerity Partners LLC | 0.02% | Reduce -5.5% | 382,434 | $8.5M |
| one8zero8, LLC | 2.00% | Reduce -0.8% | 381,971 | $8.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -0.3% | 442,588 | $8.4M |
| M&G PLC | 0.05% | No change | 365,000 | $8.0M |
| Lido Advisors, LLC | 0.05% | Add +2.3% | 361,855 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Add +6.4% | 359,329 | $8.0M |
| Romano Brothers and Company | 1.02% | Add +0.6% | 356,439 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +19.9% | 316,178 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.8% | 314,641 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | Add +0.3% | 310,792 | $6.9M |
| Foundations Investment Advisors, LLC | 0.13% | Add +5.0% | 309,174 | $6.9M |
| Foresight Capital Management Advisors, Inc. | 4.14% | Add +1.9% | 299,902 | $6.6M |
| Blair William & Co. | 0.02% | Add +5.3% | 295,602 | $6.6M |
| Carnegie Investment Counsel | 0.15% | Add +4.5% | 322,812 | $6.2M |
| DAVENPORT & Co LLC | 0.04% | Reduce -5.1% | 280,776 | $6.2M |
| Barclays PLC | 0.00% | Add +39.3% | 279,534 | $6.2M |
| Smith Asset Management Co., LLC | 5.76% | Add +2.2% | 275,616 | $6.1M |
| Independent Financial Group, LLC | 0.21% | Reduce -2.6% | 274,473 | $6.1M |
| Evergreen Capital Management LLC | 0.20% | Reduce -27.5% | 273,038 | $6.1M |
| Sargent Investment Group, LLC | 0.93% | Add +0.2% | 264,149 | $5.9M |
| Hilton Capital Management, LLC | 0.48% | Reduce -19.4% | 254,082 | $5.6M |
| Kavar Capital Partners Group, LLC | 0.94% | Add +6.1% | 253,767 | $5.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -8.4% | 252,555 | $5.6M |
| Mirador Capital Partners LP | 0.96% | Add +1.7% | 247,028 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.7% | 241,119 | $5.3M |
| Creative Planning | 0.01% | Reduce -9.6% | 240,557 | $5.3M |
| Challenger Wealth Management | 4.18% | Add +9.7% | 237,939 | $5.3M |
| Tocqueville Asset Management L.P. | 0.09% | Add +828.2% | 236,052 | $5.2M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Add +0.8% | 232,455 | $5.2M |
| Salem Investment Counselors Inc. | 0.18% | Add +2.1% | 231,915 | $5.1M |
| Apollon Wealth Management, LLC | 0.11% | Add +26.4% | 229,630 | $5.1M |
| Rathbones Group PLC | 0.02% | Add +31.1% | 228,292 | $5.1M |
| Baugh & Associates, LLC | 2.54% | Add +0.1% | 236,474 | $5.0M |
| Truvestments Capital LLC | 1.09% | Add +30.7% | 226,358 | $5.0M |
| New England Asset Management Inc. | 0.85% | No change | 225,900 | $5.0M |
| Condor Capital Management | 0.46% | Add +10.3% | 221,332 | $4.9M |
| Wambolt & Associates, LLC | 1.64% | Reduce -0.6% | 215,245 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.8% | 212,906 | $4.7M |
| Mariner, LLC | 0.01% | Add +11.4% | 212,399 | $4.7M |
| Perennial Advisors, LLC | 0.92% | Add +8.6% | 207,390 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +6.5% | 205,329 | $4.6M |
| SlateStone Wealth, LLC | 0.45% | Reduce -7.0% | 201,924 | $4.5M |
| Crestwood Advisors Group, LLC | 0.08% | Add +24.1% | 200,216 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +2.4% | 198,735 | $4.4M |
| Waverly Advisors, LLC | 0.05% | Add +1.1% | 198,128 | $4.4M |
| Prairiewood Capital, LLC | 1.77% | Add +8.5% | 196,221 | $4.3M |
| First National Trust Co | 0.17% | No change | 191,136 | $4.2M |
| Cottage Street Advisors LLC | 2.09% | Add +0.6% | 188,142 | $4.2M |
| International Assets Investment Management, LLC | 0.36% | Add +3.8% | 187,706 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.8% | 187,470 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.8% | 187,470 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +75.8% | 186,070 | $4.1M |
| Clear Creek Financial Management, LLC | 0.42% | Add +1.4% | 185,015 | $4.1M |
| AE Wealth Management LLC | 0.03% | Add +5.9% | 184,575 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +4.6% | 183,952 | $4.1M |
| &partners | 0.04% | Add +4.2% | 179,567 | $4.0M |
| Parkwood LLC | 0.39% | No change | 178,402 | $4.0M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -0.9% | 178,173 | $3.9M |
| Erste Asset Management GmbH | 0.05% | Reduce -5.0% | 174,800 | $3.9M |
| Round Rock Advisors LLC | 0.70% | Add +148.0% | 171,263 | $3.8M |
| Joel Isaacson & Co., LLC | 0.17% | Add +1.7% | 170,971 | $3.8M |
| Uniplan Investment Counsel, Inc. | 0.38% | Reduce -3.7% | 170,864 | $3.8M |
| Granite FO LLC | 2.14% | Reduce -4.1% | 169,665 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Reduce -3.0% | 168,777 | $3.7M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.35% | New | 168,049 | $3.7M |
| Financial Management Network Inc. | 0.83% | New | 192,019 | $3.7M |
| Nebula Research & Development LLC | 0.34% | New | 167,272 | $3.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.37% | Add +7.9% | 166,924 | $3.7M |
| HB Wealth Management, LLC | 0.03% | Reduce -7.0% | 164,579 | $3.6M |
| Obermeyer Wealth Partners | 0.19% | Reduce -6.0% | 164,456 | $3.6M |
| Sigma Planning Corp | 0.12% | Add +10.5% | 163,519 | $3.6M |
| Marathon Capital Management | 0.97% | Add +0.2% | 163,035 | $3.6M |
| Comerica Bank | 0.02% | Reduce -0.6% | 162,792 | $3.6M |
| Brown Advisory Inc. | 0.01% | Reduce -1.9% | 159,911 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +14.8% | 159,766 | $3.5M |
| Copperwynd Financial, LLC | 0.98% | Reduce -0.3% | 159,731 | $3.5M |
| State Street Corp. | 0.00% | Add +106.4% | 158,534 | $3.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +2.1% | 157,906 | $3.5M |
| BBR Partners, LLC | 0.24% | Add +0.0% | 156,198 | $3.5M |
| Providence Capital Advisors, LLC | 0.71% | Add +0.8% | 154,676 | $3.4M |
| Curated Wealth Partners LLC | 0.44% | No change | 153,208 | $3.4M |
| Squarepoint Ops LLC | 0.01% | Add +27.6% | 153,180 | $3.4M |
| Mutual Advisors, LLC | 0.10% | Reduce -6.4% | 160,566 | $3.4M |
| EWG Elevate Inc. | 1.28% | Add +3.0% | 152,084 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +0.8% | 150,219 | $3.3M |
| Community Trust & Investment Co. | 0.21% | Reduce -3.2% | 149,618 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Add +0.7% | 148,084 | $3.3M |
| Truist Financial Corp. | 0.01% | Add +1.8% | 146,717 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -12.1% | 145,211 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -12.0% | 144,342 | $3.2M |
| Waterloo Capital, L.P. | 0.30% | Add +4.1% | 144,314 | $3.2M |
| Banque Cantonale Vaudoise | 0.14% | — | 144,000 | $3.2M |
| Cwm, LLC | 0.01% | Add +0.0% | 142,168 | $3.1M |
| Cornerstone Select Advisors, LLC | 2.96% | Add +10.3% | 141,291 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +527.1% | 140,013 | $3.1M |
| BluePointe Capital Management, LLC | 1.18% | Add +24.0% | 139,387 | $3.1M |
| Baker Avenue Asset Management, LP | 0.10% | Add +1.8% | 139,277 | $3.1M |
| Rollins Financial Advisors, LLC | 0.53% | Add +10.3% | 138,139 | $3.1M |
| Ieq Capital, LLC | 0.02% | Add +38.5% | 136,097 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.85% | Add +14.1% | 132,550 | $2.9M |
| AdvisorNet Financial, Inc | 0.21% | Add +5134.9% | 127,260 | $2.8M |
| Magnolia Capital Advisors LLC | 0.76% | Add +3.4% | 125,964 | $2.8M |
| Argent Trust Co | 0.11% | Add +3.4% | 125,077 | $2.8M |
| Aberdeen Group plc | 0.01% | Add +3.4% | 125,367 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +799.9% | 120,243 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Add +14.3% | 119,730 | $2.7M |
| Essex Financial Services, Inc. | 0.19% | Add +2.7% | 118,947 | $2.6M |
| Larson Financial Group LLC | 0.13% | Add +6.7% | 118,836 | $2.6M |
| Arkadios Wealth Advisors | 0.10% | Add +4.2% | 116,749 | $2.6M |
| Brendel Financial Advisors LLC | 1.57% | Add +13.2% | 116,570 | $2.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +2.3% | 112,908 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +17.8% | 112,804 | $2.5M |
| Sculati Wealth Management, LLC | 1.00% | Reduce -0.2% | 111,445 | $2.5M |
| S&T Bank | 0.80% | Reduce -1.6% | 110,342 | $2.4M |
| Whittier Trust Co. | 0.03% | No change | 109,313 | $2.4M |
| Palogic Value Management, L.P. | 1.06% | Add +2.1% | 106,765 | $2.4M |
| Mainstay Capital Management LLC | 0.32% | Reduce -0.2% | 106,408 | $2.4M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +18.5% | 106,198 | $2.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | No change | 105,963 | $2.3M |
| Taylor Frigon Capital Management LLC | 1.38% | Add +0.6% | 104,519 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.5% | 102,544 | $2.3M |
| Gateway Wealth Partners, LLC | 0.51% | New | 102,393 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.5% | 102,375 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +61.0% | 101,703 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -26.8% | 100,374 | $2.2M |
| Zuckerman Investment Group, LLC | 0.24% | Add +9.0% | 100,250 | $2.2M |
| Callodine Capital Management, LP | 0.37% | Reduce -50.0% | 100,000 | $2.2M |
| Savant Capital, LLC | 0.02% | Reduce -10.3% | 99,072 | $2.2M |
| Plan Group Financial, LLC | 0.78% | Add +88.7% | 98,642 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | Reduce -7.4% | 98,506 | $2.2M |
| Union Bancaire Privee, UBP SA | 0.04% | No change | 97,805 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +112.6% | 95,731 | $2.1M |
| Intellectus Partners, LLC | 0.52% | Add +8.4% | 95,349 | $2.1M |
| United Advisor Group, LLC | 0.42% | Reduce -9.7% | 92,437 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 92,384 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | Add +9.0% | 91,985 | $2.0M |
| Eagle Bay Advisors LLC | 1.70% | Add +2.9% | 90,532 | $2.0M |
| Millennium Management | 0.00% | Reduce -49.8% | 90,163 | $2.0M |
| Cardiff Park Advisors, LLC | 0.19% | Add +1.9% | 90,120 | $2.0M |
| Atria Investments, Inc | 0.03% | Reduce -0.7% | 90,039 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.89% | Add +1.5% | 88,149 | $2.0M |
| BankPlus Trust Department | 0.65% | Add +8.9% | 87,289 | $1.9M |
| FourThought Financial Partners, LLC | 0.20% | Add +3.0% | 87,076 | $1.9M |
| M&T Bank Corp | 0.01% | Add +753.9% | 86,534 | $1.9M |
| Macquarie Group Ltd. | 0.00% | No change | 85,300 | $1.9M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -0.6% | 84,214 | $1.9M |
| Transce3nd, LLC | 0.83% | Add +14.7% | 83,696 | $1.9M |
| Left Brain Wealth Management, LLC | 0.81% | Add +18.9% | 83,545 | $1.9M |
| Integras Partners LLC | 1.75% | Add +17.5% | 82,519 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -2.4% | 81,424 | $1.8M |
| Bank of New Hampshire | 0.47% | Reduce -3.6% | 81,307 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.0% | 80,691 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.3% | 80,156 | $1.8M |
| Atom Investors LP | 0.22% | Reduce -14.0% | 79,656 | $1.8M |
| FIL Ltd | 0.00% | Add +19.4% | 79,555 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.61% | Add +23.4% | 79,367 | $1.8M |
| RDA Financial Network | 0.52% | Add +1.3% | 78,844 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 78,842 | $1.7M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -0.9% | 78,543 | $1.7M |
| Stableford Capital II LLC | 0.73% | Add +35.0% | 84,743 | $1.7M |
| MBM Wealth Consultants, LLC | 0.51% | Add +4.7% | 77,699 | $1.7M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 77,559 | $1.7M |
| Ayrshire Capital Management LLC | 0.81% | Add +4.8% | 75,411 | $1.7M |
| Spire Wealth Management | 0.05% | Add +0.4% | 74,747 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.0% | 73,991 | $1.6M |
| Texas Yale Capital Corp. | 0.07% | Add +2.0% | 73,340 | $1.6M |
| Glassy Mountain Advisors, Inc. | 0.57% | Add +1.0% | 72,732 | $1.6M |
| Activest Wealth Management | 0.42% | Add +0.0% | 69,978 | $1.6M |
| Bramshill Investments, LLC | 0.16% | Add +0.1% | 69,955 | $1.6M |
| Family Manage LLC | 0.26% | Reduce -1.5% | 69,897 | $1.5M |
| Second Line Capital, LLC | 0.40% | Add +0.9% | 69,778 | $1.5M |
| Pinion Investment Advisors, LLC | 0.34% | Add +125.8% | 69,618 | $1.5M |
| FJ Capital Management LLC | 0.16% | Add +41.9% | 69,062 | $1.5M |
| Samalin Investment Counsel, LLC | 0.62% | Reduce -0.9% | 69,046 | $1.5M |
| GoalVest Advisory LLC | 0.42% | Add +14.6% | 68,590 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +54.3% | 68,250 | $1.5M |
| Register Financial Advisors LLC | 0.78% | Add +6.5% | 67,288 | $1.5M |
| Cutter & CO Brokerage, Inc. | 0.35% | Add +6.2% | 67,158 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.36% | Reduce -4.6% | 66,796 | $1.5M |
| Fieldview Capital Management, LLC | 0.21% | New | 66,794 | $1.5M |
| Certior Financial Group, LLC | 1.21% | Reduce -3.7% | 66,167 | $1.5M |
| Stiles Financial Services Inc | 0.56% | Add +37.8% | 66,106 | $1.5M |
| Delphi Management Inc. | 1.48% | Reduce -10.2% | 65,753 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +24.1% | 65,545 | $1.5M |
| Griffin Asset Management, Inc. | 0.18% | Add +1.2% | 65,112 | $1.4M |
| Albion Financial Group | 0.10% | Reduce -29.9% | 65,080 | $1.4M |
| Carnegie Lake Advisors LLC | 0.58% | Add +0.6% | 64,997 | $1.4M |
| Tidal Investments LLC | 0.01% | No change | 64,841 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +4.8% | 64,269 | $1.4M |
| Cascade Investment Group, Inc. | 1.09% | Reduce -1.6% | 63,961 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Add +107.7% | 63,889 | $1.4M |
| Sunbelt Securities, Inc. | 0.13% | Add +0.6% | 63,398 | $1.4M |
| AssuredPartners Investment Advisors, LLC | 0.27% | Add +12.4% | 63,268 | $1.4M |
| Duncker Streett & Co. Inc. | 0.28% | Add +0.2% | 62,666 | $1.4M |
| Financial Gravity Asset Management, Inc. | 0.30% | — | 62,432 | $1.4M |
| TFG Advisers LLC | 0.50% | Add +17.3% | 61,863 | $1.4M |
| Modern Wealth Management, LLC | 0.04% | Add +1.6% | 61,614 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.63% | Reduce -7.6% | 61,605 | $1.4M |
| Global Assets Advisory, LLC | 0.26% | Add +166.7% | 65,628 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -2.9% | 60,785 | $1.3M |
| HUB Investment Partners, LLC | 0.05% | Add +23.7% | 60,686 | $1.3M |
| Naples Global Advisors, LLC | 0.13% | Add +2.0% | 60,585 | $1.3M |
| FLC Capital Advisors | 0.30% | Add +18.1% | 60,566 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +4.9% | 60,349 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +21.0% | 59,698 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -0.6% | 59,849 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +5.9% | 59,547 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +7.2% | 59,458 | $1.3M |
| Virtu Financial LLC | 0.07% | New | 58,666 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.3% | 58,406 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +1.8% | 58,387 | $1.3M |
| Lantz Financial LLC | 0.35% | Reduce -4.6% | 57,305 | $1.3M |
| Sheaff Brock Investment Advisors, LLC | 0.12% | Add +1.1% | 56,776 | $1.3M |
| Western Wealth Management, LLC | 0.08% | Add +13.9% | 56,212 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -16.8% | 55,922 | $1.2M |
| Riverbridge Partners LLC | 0.02% | Add +10.4% | 55,241 | $1.2M |
| Canton Hathaway, LLC | 0.25% | Add +122.7% | 55,005 | $1.2M |
| Midwest Professional Planners, LTD. | 0.38% | Add +6.4% | 54,978 | $1.2M |
| Baldwin Investment Management, LLC | 0.15% | Add +10.8% | 54,964 | $1.2M |
| PFG Advisors | 0.07% | Reduce -0.8% | 54,895 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -6.1% | 54,066 | $1.2M |
| Tempus Wealth Planning, LLC | 0.36% | New | 53,642 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +9.0% | 53,589 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +6.7% | 53,452 | $1.2M |
| UMB Bank, n.a. | 0.02% | New | 52,873 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -2.8% | 50,981 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.23% | Reduce -6.1% | 50,921 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.4% | 50,779 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -7.7% | 50,640 | $1.1M |
| C2C Wealth Management, LLC | 1.05% | No change | 50,600 | $1.1M |
| M Holdings Securities, Inc. | 0.19% | Add +1.9% | 50,563 | $1.1M |
| Accel Wealth Management | 0.40% | Add +7.9% | 50,346 | $1.1M |
| Independent Wealth Network Inc. | 0.44% | Add +4.8% | 49,774 | $1.1M |
| Castle Wealth Management LLC | 0.43% | Add +2.9% | 49,698 | $1.1M |
| Commerce Bank | 0.01% | Reduce -1.0% | 48,833 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +1.2% | 47,935 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +18.2% | 47,840 | $1.1M |
| JBR Co Financial Management Inc | 0.62% | Add +22.2% | 47,670 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Add +5.6% | 47,463 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 47,300 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -6.9% | 47,121 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +2.8% | 46,629 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.25% | No change | 46,002 | $1.0M |
| Certuity, LLC | 0.11% | Add +0.6% | 45,847 | $1.0M |
| StoneX Group Inc. | 0.06% | Reduce -22.6% | 45,402 | $1.0M |
| Savvy Advisors, Inc. | 0.10% | Add +30.2% | 45,356 | $1.0M |
| Balboa Wealth Partners | 0.24% | Reduce -6.5% | 45,097 | $999K |
| US Bancorp \de | 0.00% | Add +4.2% | 44,866 | $994K |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | New | 44,717 | $991K |
| Texas Capital Bancshares Inc | 0.42% | New | 44,569 | $988K |
| Belpointe Asset Management LLC | 0.05% | Add +1.7% | 44,358 | $983K |
| AXA S.A. | 0.00% | Add +1.8% | 43,155 | $956K |
| Port Capital LLC | 0.04% | No change | 43,000 | $953K |
| Arete Wealth Advisors, LLC | 0.07% | No change | 42,958 | $952K |
| WealthPlan Investment Management, LLC | 0.09% | Add +4.4% | 42,578 | $944K |
| BKM Wealth Management, LLC | 0.38% | Reduce -0.6% | 42,121 | $933K |
| Mackenzie Financial Corp. | 0.00% | New | 41,899 | $928K |
| IFG Advisory, LLC | 0.05% | Reduce -11.4% | 41,711 | $924K |
| 1620 Investment Advisors, Inc. | 0.72% | Add +1.8% | 41,431 | $918K |
| Ascent Group, LLC | 0.04% | Reduce -3.0% | 41,253 | $914K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.9% | 41,194 | $913K |
| Bank Ozk | 0.38% | No change | 41,163 | $912K |
| FORA Capital, LLC | 0.09% | New | 41,020 | $909K |
| Everstar Asset Management, LLC | 0.60% | Reduce -11.9% | 40,580 | $899K |
| GWN Securities Inc. | 0.05% | New | 40,825 | $886K |
| Triumph Capital Management | 0.29% | Reduce -7.0% | 39,761 | $881K |
| AlphaCore Capital LLC | 0.07% | New | 39,538 | $876K |
| AllSquare Wealth Management LLC | 0.52% | Reduce -0.8% | 39,454 | $874K |
| NewSquare Capital LLC | 0.07% | Add +0.6% | 38,800 | $860K |
| Summit Financial, LLC | 0.02% | Add +1.2% | 38,375 | $850K |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.9% | 37,434 | $830K |
| Sowell Financial Services LLC | 0.04% | Reduce -1.3% | 36,977 | $819K |
| Mallini Complete Financial Planning LLC | 0.85% | Add +2.1% | 36,814 | $816K |
| Virtus Investment Advisers, LLC | 0.22% | New | 36,779 | $815K |
| Measured Wealth Private Client Group, LLC | 0.26% | Add +2.7% | 36,553 | $810K |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.7% | 36,403 | $807K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +11.9% | 36,279 | $804K |
| Perigon Wealth Management, LLC | 0.02% | Add +6.5% | 36,116 | $800K |
| WESPAC Advisors, LLC | 0.65% | Reduce -7.4% | 35,717 | $791K |
| Equitable Holdings, Inc. | 0.01% | Add +6.0% | 35,241 | $781K |
| Financial Counselors Inc. | 0.01% | Add +4.4% | 34,862 | $773K |
| Guild Investment Management, Inc. | 0.81% | Reduce -23.4% | 34,730 | $770K |
| Ascent Capital Management, LLC | 0.76% | Add +44.0% | 33,932 | $752K |
| Vantage Financial Partners, LLC | 0.19% | No change | 33,812 | $749K |
| Guggenheim Capital LLC | 0.01% | Add +6.4% | 33,681 | $746K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +4.8% | 33,453 | $741K |
| SFG Wealth Management, LLC. | 0.36% | New | 33,111 | $734K |
| Almanack Investment Partners, LLC. | 0.15% | No change | 33,099 | $733K |
| St Germain D J Co. Inc. | 0.03% | Reduce -10.6% | 33,000 | $731K |
| Segment Wealth Management, LLC | 0.05% | Add +7.6% | 32,723 | $725K |
| Lazard Asset Management LLC | 0.00% | Add +3.9% | 32,634 | $723K |
| Delta Financial Group, Inc. | 0.16% | Add +5.0% | 32,662 | $720K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.4% | 32,475 | $720K |
| Mandatum Life Insurance Co Ltd | 0.22% | Add +1.2% | 31,957 | $708K |
| Brookstone Capital Management | 0.01% | Add +15.6% | 31,836 | $705K |
| Founders Financial Alliance, LLC | 0.17% | Add +14.9% | 31,786 | $704K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -17.8% | 31,705 | $703K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.3% | 31,592 | $700K |
| Moors & Cabot, Inc. | 0.04% | Reduce -0.3% | 31,559 | $699K |
| Advisory Research Inc. | 0.12% | Reduce -1.6% | 31,526 | $699K |
| Magnus Financial Group LLC | 0.07% | Add +2.2% | 31,319 | $694K |
| Canal Capital Management, LLC | 0.12% | Add +0.5% | 31,247 | $692K |
| Maridea Wealth Management LLC | 0.22% | Reduce -1.4% | 30,913 | $685K |
| Samjo Management, LLC | 0.29% | No change | 30,880 | $684K |
| PFG Investments, LLC | 0.04% | Add +6.8% | 30,452 | $675K |
| Lewis Asset Management, LLC | 0.55% | Add +3.4% | 30,030 | $665K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 30,009 | $665K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $665K |
| McDonald Partners LLC | 0.17% | Add +0.5% | 29,836 | $661K |
| Compound Planning, Inc. | 0.03% | Reduce -6.2% | 29,607 | $656K |
| Values Added Financial LLC | 0.36% | Add +5.6% | 29,559 | $655K |
| AA Financial Advisors, LLC | 0.16% | No change | 29,315 | $650K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -3.0% | 28,903 | $640K |
| Quad-Cities Investment Group, LLC | 0.32% | Reduce -0.7% | 28,876 | $640K |
| Palacios Wealth Management, LLC | 0.47% | Reduce -0.2% | 28,655 | $635K |
| Hudson Capital Management LLC | 0.20% | No change | 28,568 | $633K |
| Aurora Private Wealth, Inc. | 0.51% | Add +1.4% | 28,547 | $633K |
| Whitener Capital Management, Inc. | 0.18% | Reduce -5.0% | 28,092 | $623K |
| Empowered Funds, LLC | 0.01% | Add +139.9% | 27,655 | $613K |
| Aua Capital Management, LLC | 0.40% | No change | 27,590 | $611K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +134.8% | 27,543 | $610K |
| MRP Capital Investments, LLC | 0.56% | Reduce -7.6% | 27,205 | $603K |
| Western Financial Corp | 0.35% | Add +2.2% | 26,961 | $597K |
| Navis Wealth Advisors, LLC | 0.58% | Add +1.3% | 26,872 | $595K |
| Wedmont Private Capital | 0.03% | Add +0.4% | 29,907 | $595K |
| Venture Visionary Partners LLC | 0.02% | Add +6.3% | 26,672 | $591K |
| Formidable Asset Management, LLC | 0.10% | Reduce -3.3% | 26,050 | $577K |
| BIP Wealth, LLC | 0.04% | Reduce -2.9% | 25,433 | $564K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -46.7% | 25,398 | $563K |
| Evoke Wealth, LLC | 0.01% | No change | 25,318 | $561K |
| IFP Advisors, Inc | 0.02% | Add +16.3% | 24,921 | $552K |
| Simon Quick Advisors, LLC | 0.03% | New | 24,847 | $551K |
| Pasadena Private Wealth, LLC | 0.11% | New | 24,750 | $548K |
| Trek Financial, LLC | 0.04% | Reduce -14.7% | 24,715 | $548K |
| Wealthcare Capital Partners, LLC | 0.28% | New | 24,669 | $547K |
| Fiduciary Group, LLC | 0.05% | Add +12.2% | 24,512 | $543K |
| FSA Advisors, Inc. | 0.43% | New | 24,369 | $540K |
| SG Americas Securities, LLC | 0.00% | Add +2.8% | 24,361 | $540K |
| Amitell Capital Pte Ltd | 0.42% | No change | 24,366 | $540K |
| Ethos Financial Group, LLC | 0.05% | Add +71.1% | 24,201 | $532K |
| Benjamin Edwards Inc. | 0.01% | Reduce -16.6% | 24,021 | $532K |
| Monument Capital Management | 0.16% | Reduce -8.3% | 24,022 | $532K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.6% | 23,626 | $524K |
| MBL Wealth, LLC | 0.05% | Reduce -23.1% | 23,316 | $517K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 23,000 | $510K |
| Parcion Private Wealth LLC | 0.04% | No change | 22,982 | $509K |
| Private Trust Co. NA | 0.05% | Add +23.7% | 22,976 | $509K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -19.8% | 22,730 | $504K |
| Moneco Advisors, LLC | 0.05% | Add +69.0% | 22,631 | $502K |
| LeClair Wealth Partners LLC | 0.36% | No change | 22,487 | $498K |
| Sax Wealth Advisors, LLC | 0.04% | New | 22,235 | $493K |
| United Capital Financial Advisors, LLC | 0.00% | Add +35.4% | 22,206 | $492K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -39.0% | 22,100 | $490K |
| DCM Advisors, LLC | 0.26% | Add +1.4% | 22,443 | $490K |
| PCG Wealth Advisors, LLC | 0.17% | Add +8.7% | 22,024 | $488K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -31.6% | 21,804 | $485K |
| Northern Trust Corp. | 0.00% | Reduce -97.7% | 21,790 | $483K |
| Prostatis Group LLC | 0.15% | Add +2.1% | 21,768 | $482K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -9.4% | 21,619 | $479K |
| Wolverine Trading, LLC | 0.02% | New | 21,603 | $478K |
| Garden State Investment Advisory Services LLC | 0.15% | No change | 21,540 | $477K |
| Dark Forest Capital Management LP | 0.02% | Add +3.4% | 21,514 | $477K |
| Bard Associates Inc. | 0.18% | No change | 21,384 | $474K |
| Gentry Private Wealth, LLC | 0.39% | New | 21,365 | $473K |
| Silver Oak Securities, Incorporated | 0.04% | Add +51.1% | 21,362 | $472K |
| Wealthfront Advisers LLC | 0.00% | Add +38.6% | 21,270 | $471K |
| Integrated Advisors Network LLC | 0.02% | Add +50.5% | 21,147 | $469K |
| First Affirmative Financial Network | 0.29% | Add +2.3% | 21,081 | $467K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.8% | 21,040 | $466K |
| Trueblood Wealth Management, LLC | 0.22% | Add +12.2% | 20,996 | $465K |
| Intrepid Capital Management Inc. | 0.28% | Add +3.7% | 20,959 | $464K |
| Prossimo Advisors, LLC | 0.35% | No change | 20,936 | $464K |
| World Equity Group, Inc. | 0.13% | New | 21,832 | $463K |
| Roman Butler Fullerton & Co. | 0.18% | Add +0.7% | 22,782 | $460K |
| Platform Technology Partners | 0.13% | Reduce -25.1% | 20,563 | $456K |
| Keybank National Association | 0.00% | No change | 20,433 | $453K |
| Calydon Capital | 0.08% | Add +2.5% | 20,375 | $452K |
| Future Financial Wealth Managment LLC | 0.33% | Add +2.5% | 20,300 | $450K |
| Heritage Trust Co | 0.05% | No change | 20,185 | $447K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.5% | 20,141 | $446K |
| Choreo, LLC | 0.01% | Reduce -12.9% | 20,055 | $444K |
| PARK CIRCLE Co | 0.39% | No change | 20,000 | $443K |
| Black Swift Group, LLC | 0.10% | New | 20,000 | $443K |
| TCTC Holdings, LLC | 0.02% | No change | 20,000 | $443K |
| Verus Capital Partners, LLC | 0.04% | Add +4.7% | 19,995 | $443K |
| Xcel Wealth Management, LLC | 0.14% | Add +21.7% | 19,900 | $441K |
| Wealth Alliance Advisory Group, LLC | 0.09% | No change | 19,852 | $440K |
| BankPlus Wealth Management LLC | 0.32% | Add +2.5% | 19,809 | $439K |
| Golden State Wealth Management, LLC | 0.06% | Add +2.0% | 19,633 | $435K |
| Baron Financial Group, LLC | 0.27% | Add +1.4% | 19,581 | $434K |
| Eight 31 Financial, LLC | 0.28% | Add +1.5% | 19,511 | $432K |
| Redmond Asset Management, LLC | 0.11% | No change | 19,395 | $430K |
| NorthRock Partners, LLC | 0.01% | Reduce -29.7% | 19,295 | $428K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.5% | 19,275 | $427K |
| Financial Advocates Investment Management | 0.03% | Reduce -8.1% | 19,213 | $426K |
| Meridian Investment Counsel Inc. | 0.13% | No change | 19,200 | $425K |
| RFG Advisory, LLC | 0.01% | Reduce -3.7% | 19,119 | $424K |
| Trust Co. of Vermont | 0.02% | Reduce -0.9% | 19,000 | $421K |
| Morningstar Investment Management LLC | 0.04% | New | 18,669 | $414K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -2.4% | 18,680 | $414K |
| Cypress Wealth Services, LLC | 0.08% | Add +1.2% | 18,642 | $413K |
| Generation Capital Management LLC | 0.37% | Reduce -0.8% | 18,600 | $412K |
| Tradition Wealth Management, LLC | 0.04% | Add +1.2% | 18,584 | $412K |
| Fortis Capital Advisors, LLC | 0.08% | Add +7.1% | 18,517 | $410K |
| Fullcircle Wealth LLC | 0.17% | New | 19,071 | $405K |
| XML Financial, LLC | 0.04% | Add +2.1% | 18,009 | $399K |
| Intrua Financial, LLC | 0.06% | Add +15.2% | 17,980 | $398K |
| Prospera Financial Services Inc | 0.01% | Add +6.9% | 17,771 | $394K |
| LVW Advisors, LLC | 0.05% | Add +0.7% | 17,524 | $388K |
| Compass Capital Corp. /Ma/ | 0.20% | No change | 17,196 | $379K |
| MAI Capital Management | 0.00% | Reduce -0.0% | 17,096 | $379K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -9.1% | 17,086 | $379K |
| Callahan Advisors, LLC | 0.04% | New | 17,027 | $377K |
| DeepCurrents Investment Group LLC | 0.39% | No change | 17,007 | $377K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 16,963 | $377K |
| Bank of Montreal | 0.00% | Add +9.0% | 16,982 | $376K |
| Quantinno Capital Management LP | 0.00% | Add +49.7% | 16,943 | $375K |
| Adaptive Financial Consulting, LLC | 0.16% | No change | 16,830 | $373K |
| CTC Alternative Strategies, Ltd. | 0.46% | New | 16,800 | $372K |
| Optimum Investment Advisors | 0.17% | Reduce -5.9% | 16,749 | $371K |
| Clark Financial Services Group Inc. | 0.26% | Add +64.1% | 16,747 | $371K |
| Fiduciary Alliance LLC | 0.04% | Reduce -8.1% | 16,720 | $371K |
| Composition Wealth, LLC | 0.01% | Reduce -5.8% | 16,676 | $370K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -5.6% | 16,528 | $366K |
| LexAurum Advisors, LLC | 0.07% | New | 16,518 | $366K |
| Tyche Wealth Partners LLC | 0.08% | Add +0.1% | 16,477 | $365K |
| AQR Capital Management | 0.00% | Add +6.5% | 16,502 | $365K |
| Worth Asset Management, LLC | 0.20% | Add +2.7% | 16,347 | $362K |
| Kentucky Trust Co | 0.22% | Add +0.1% | 16,328 | $362K |
| PDS Planning, Inc | 0.03% | Add +23.4% | 16,166 | $358K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -3.9% | 16,050 | $356K |
| JT Stratford LLC | 0.06% | Reduce -7.2% | 16,035 | $355K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 15,950 | $353K |
| TrueMark Investments, LLC | 0.09% | Add +47.2% | 15,889 | $352K |
| Jones Financial Companies LLLP | 0.00% | Add +77.5% | 15,776 | $349K |
| Gradient Investments LLC | 0.01% | Reduce -24.0% | 15,574 | $345K |
| Acorn Creek Capital LLC | 0.17% | Add +26.1% | 15,408 | $341K |
| Deutsche Bank AG | 0.00% | Reduce -11.0% | 15,340 | $340K |
| WealthPLAN Partners, LLC | 0.05% | Add +0.2% | 15,296 | $339K |
| Moody National Bank Trust Division | 0.04% | No change | 15,178 | $336K |
| Merkkuri Wealth Advisors LLC | 0.29% | No change | 15,117 | $335K |
| Oregon Pacific Wealth Management, LLC | 0.33% | Add +2.6% | 15,068 | $334K |
| Firestone Capital Management | 0.09% | No change | 14,850 | $329K |
| Webster Bank, N. A. | 0.04% | No change | 14,802 | $328K |
| Severin Investments, LLC | 0.33% | Add +5.0% | 14,779 | $327K |
| Csenge Advisory Group | 0.02% | Reduce -1.6% | 16,013 | $327K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.4% | 14,615 | $324K |
| O'ROURKE & COMPANY, Inc | 0.16% | Reduce -0.3% | 14,574 | $323K |
| Beck Capital Management, LLC | 0.09% | Reduce -7.4% | 14,512 | $322K |
| Bridgefront Capital, LLC | 0.09% | New | 14,461 | $320K |
| Secure Asset Management, LLC | 0.06% | Reduce -3.9% | 14,433 | $320K |
| Scotia Capital Inc. | 0.00% | Reduce -15.3% | 14,350 | $318K |
| GTS Securities LLC | 0.01% | New | 14,243 | $316K |
| EP Wealth Advisors, LLC | 0.00% | New | 14,238 | $316K |
| Thrivent Financial for Lutherans | 0.00% | No change | 14,544 | $314K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 14,135 | $313K |
| Diversify Wealth Management, LLC | 0.02% | Add +15.5% | 15,117 | $312K |
| NWF Advisory Services Inc. | 0.04% | Reduce -22.5% | 14,036 | $311K |
| Highlander Partners, L.P. | 0.19% | No change | 14,000 | $310K |
| Consolidated Portfolio Review Corp | 0.05% | Add +41.7% | 13,907 | $308K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 13,905 | $308K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.0% | 13,808 | $306K |
| Stonegate Investment Group, LLC | 0.01% | Add +23.7% | 13,796 | $306K |
| Park Avenue Securities LLC | 0.00% | Reduce -25.4% | 13,677 | $303K |
| Tyler-Stone Wealth Management | 0.05% | Add +1.9% | 13,662 | $303K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 13,629 | $302K |
| Calton & Associates, Inc. | 0.07% | New | 13,554 | $300K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +2.1% | 13,500 | $299K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 13,500 | $299K |
| Penbrook Management LLC | 0.23% | Add +23.9% | 13,490 | $299K |
| 5T Wealth, LLC | 0.17% | Reduce -34.4% | 13,444 | $298K |
| Sage Investment Counsel LLC | 0.38% | Add +0.2% | 13,420 | $297K |
| CoreCap Advisors, LLC | 0.01% | Add +11.2% | 13,373 | $296K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.6% | 13,374 | $296K |
| Western Pacific Wealth Management, LP | 0.27% | No change | 13,314 | $295K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +0.7% | 13,065 | $290K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -15.5% | 13,218 | $289K |
| J.Safra Asset Management Corp | 0.02% | Add +64.4% | 13,043 | $289K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -29.5% | 13,042 | $289K |
| Commons Capital, LLC | 0.26% | Add +30.0% | 13,000 | $288K |
| Seven Mile Advisory | 0.19% | No change | 13,000 | $288K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 12,994 | $288K |
| Visionary Wealth Advisors | 0.02% | Add +2.3% | 12,919 | $286K |
| Anfield Capital Management, LLC | 0.10% | Add +9.6% | 12,816 | $284K |
| World Investment Advisors | 0.01% | Add +1.6% | 12,718 | $282K |
| Tiaa Trust, National Association | 0.00% | Add +11.3% | 12,691 | $281K |
| Autumn Glory Partners, LLC | 0.14% | No change | 12,535 | $278K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +30.3% | 12,498 | $277K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,484 | $277K |
| Capital Management Associates, Inc | 0.06% | Add +25.0% | 12,454 | $276K |
| Virtue Capital Management, LLC | 0.03% | New | 12,445 | $276K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.1% | 13,267 | $274K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.5% | 12,334 | $273K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 12,330 | $273K |
| National Philanthropic Trust | 0.00% | New | 12,291 | $272K |
| Jump Financial, LLC | 0.00% | Reduce -91.9% | 12,204 | $270K |
| Oakwell Private Wealth Management, LLC | 0.07% | Add +9.0% | 12,100 | $268K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 12,082 | $268K |
| North Star Investment Management Corp. | 0.02% | Add +14.6% | 12,033 | $267K |
| Florida Trust Wealth Management Co | 0.01% | No change | 12,000 | $266K |
| Vista Investment Management | 0.10% | Reduce -11.5% | 11,986 | $266K |
| Clarus Wealth Advisors | 0.14% | New | 12,667 | $264K |
| Verdence Capital Advisors LLC | 0.02% | Add +9.3% | 11,828 | $262K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -36.1% | 11,535 | $256K |
| Ipswich Investment Management Co., Inc. | 0.06% | No change | 11,450 | $254K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 11,582 | $254K |
| Brighton Jones LLC | 0.01% | Add +11.0% | 11,401 | $253K |
| Fisher Asset Management | 0.00% | New | 11,374 | $252K |
| QRG Capital Management, Inc. | 0.00% | New | 11,328 | $251K |
| Plancorp, LLC | 0.01% | New | 11,326 | $251K |
| Fiduciary Family Office, LLC | 0.08% | New | 11,186 | $248K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -1.9% | 11,119 | $246K |
| Stablepoint Partners, LLC | 0.04% | Reduce -7.5% | 11,112 | $246K |
| Burling Wealth Partners, LLC | 0.05% | Reduce -8.3% | 11,025 | $244K |
| Accredited Investors Inc. | 0.02% | No change | 10,955 | $243K |
| Redmont Wealth Advisors LLC | 0.47% | Reduce -7.3% | 10,862 | $241K |
| Hanover Advisors Inc. | 0.10% | Add +7.2% | 10,839 | $240K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.3% | 10,816 | $240K |
| Summit Trail Advisors, LLC | 0.01% | Add +11.8% | 10,805 | $239K |
| Wealth Quarterback LLC | 0.13% | New | 10,706 | $237K |
| ELCO Management Co., LLC | 0.13% | No change | 10,700 | $237K |
| Hexagon Capital Partners LLC | 0.04% | Add +2.1% | 10,696 | $237K |
| Core Wealth Partners LLC | 0.14% | No change | 10,678 | $237K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Reduce -49.2% | 10,650 | $236K |
| Laidlaw Wealth Management LLC | 0.70% | Reduce -12.7% | 10,625 | $235K |
| Banco Santander, S.A. | 0.00% | No change | 10,550 | $234K |
| Watts Gwilliam & Co., LLC | 0.05% | Reduce -1.2% | 10,539 | $234K |
| Allie Family Office LLC | 0.13% | No change | 10,500 | $233K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | New | 10,479 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.2% | 10,423 | $231K |
| Camelot Portfolios, LLC | 0.14% | New | 10,401 | $230K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +2.1% | 10,393 | $230K |
| KLCM Advisors, Inc. | 0.03% | No change | 10,370 | $230K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.0% | 10,357 | $230K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -2.9% | 10,349 | $229K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -13.4% | 10,319 | $229K |
| Chapin Davis, Inc. | 0.08% | Reduce -36.1% | 10,307 | $228K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 10,248 | $227K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.10% | No change | 10,200 | $226K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.3% | 10,187 | $226K |
| Signaturefd, LLC | 0.00% | Reduce -3.2% | 10,168 | $225K |
| Successful Portfolios LLC | 0.15% | No change | 10,111 | $224K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 10,022 | $222K |
| First Citizens Bank & Trust Co. | 0.01% | New | 10,014 | $222K |
| Madison Park Capital Advisors, LLC | 0.19% | No change | 10,000 | $222K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | Add +2.1% | 9,960 | $221K |
| Ascentis Independent Advisors | 0.04% | No change | 9,947 | $220K |
| Emergent Wealth Advisors, LLC | 0.16% | No change | 9,867 | $219K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +2.1% | 9,853 | $218K |
| Cannell & Spears LLC | 0.00% | Reduce -20.2% | 9,715 | $215K |
| Strategic Blueprint, LLC | 0.01% | New | 9,675 | $214K |
| Sterling Investment Counsel, LLC | 0.07% | New | 9,663 | $214K |
| Promethium Advisors,llc | 0.14% | Reduce -20.3% | 9,586 | $212K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 9,539 | $211K |
| Beacon Capital Management, LLC | 0.03% | Add +1.9% | 9,534 | $211K |
| Fulton Bank, N.A. | 0.01% | Reduce -0.4% | 9,497 | $210K |
| UNIVEST FINANCIAL Corp | 0.01% | No change | 9,458 | $210K |
| Wealth Group, Ltd. | 0.14% | No change | 9,452 | $209K |
| IPG Investment Advisors LLC | 0.05% | Reduce -32.7% | 9,313 | $206K |
| Annex Advisory Services, LLC | 0.01% | Reduce -2.0% | 9,267 | $205K |
| Obsidian Cio, LLC | 0.03% | New | 9,217 | $204K |
| Clare Market Investments LLC | 0.05% | Add +0.4% | 9,203 | $204K |
| True North Advisors, LLC | 0.04% | New | 9,143 | $203K |
| Cadence Bank | 0.01% | New | 9,126 | $202K |
| Elevatus Welath Management | 0.11% | Reduce -11.3% | 9,126 | $202K |
| Mission Wealth Management, LP | 0.01% | New | 9,049 | $201K |
| MCF Advisors LLC | 0.01% | Reduce -3.4% | 8,938 | $198K |
| Whipplewood Advisors, LLC | 0.12% | Reduce -100.0% | 4 | $197K |
| Lindbrook Capital, LLC | 0.02% | Reduce -48.9% | 8,713 | $193K |
| Quantbot Technologies LP | 0.01% | New | 8,111 | $180K |
| Chilton Capital Management LLC | 0.01% | Add +100.1% | 8,000 | $177K |
| ORG Partners LLC | 0.04% | New | 10,896 | $162K |
| Citigroup Inc. | 0.00% | Add +22.5% | 7,076 | $157K |
| Sandy Spring Bank | 0.01% | Add +69.3% | 6,768 | $150K |
| Allworth Financial LP | 0.00% | Add +2.8% | 7,107 | $150K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4972.2% | 6,746 | $148K |
| Hollencrest Capital Management | 0.01% | Add +2.1% | 6,475 | $143K |
| Key Financial Inc | 0.03% | No change | 6,465 | $143K |
| HM Payson & Co. | 0.00% | No change | 6,361 | $141K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $137K |
| Orion Capital Management LLC | 0.06% | Reduce -4.7% | 6,110 | $135K |
| Hurley Capital, LLC | 0.10% | Add +2.2% | 5,830 | $129K |
| Fifth Third Bancorp | 0.00% | Reduce -6.6% | 5,655 | $125K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.0% | 5,580 | $124K |
| Grove Bank & Trust | 0.02% | No change | 5,400 | $120K |
| FSC Wealth Advisors, LLC | 0.08% | Reduce -15.9% | 5,300 | $117K |
| Centennial Bank | 0.05% | No change | 4,856 | $108K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 4,690 | $104K |
| Luken Investment Analytics, LLC | 0.05% | No change | 4,600 | $102K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,538 | $101K |
| Aventura Private Wealth, LLC | 0.05% | Add +7.4% | 4,504 | $100K |
| Principal Securities, Inc. | 0.00% | No change | 4,534 | $99K |
| Cedar Wealth Management, LLC | 0.03% | No change | 4,302 | $95K |
| Heritage Wealth Advisors | 0.00% | No change | 4,150 | $92K |
| Assetmark, Inc. | 0.00% | Reduce -0.1% | 3,994 | $89K |
| SVB Wealth LLC | 0.00% | Reduce -62.8% | 3,903 | $86K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,713 | $82K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $81K |
| SouthState Bank Corp | 0.00% | No change | 3,500 | $78K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 3,511 | $77K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.6% | 3,436 | $76K |
| Synergy Investment Management, LLC | 0.03% | Reduce -7.0% | 3,339 | $74K |
| Bessemer Group Inc. | 0.00% | Add +23571.4% | 3,314 | $73K |
| Security National Bank | 0.01% | No change | 3,272 | $73K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.7% | 3,216 | $72K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,000 | $66K |
| Bogart Wealth, LLC | 0.00% | Reduce -33.7% | 2,943 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,888 | $64K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,876 | $64K |
| Huntington National Bank | 0.00% | Add +204.3% | 2,763 | $61K |
| Rosenberg Matthew Hamilton | 0.01% | Add +137.6% | 2,704 | $60K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $56K |
| Archer Investment Corp | 0.01% | Add +281.3% | 2,440 | $54K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 2,241 | $50K |
| Promus Capital, LLC | 0.04% | No change | 2,183 | $48K |
| PSI Advisors, LLC | 0.02% | Add +121.0% | 2,100 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.8% | 2,088 | $46K |
| Chesapeake Asset Management LLC | 0.04% | Reduce -9.3% | 1,939 | $43K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,835 | $41K |
| Investment Management Corp. /Va/ | 0.04% | Add +193.9% | 1,828 | $41K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,778 | $39K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,700 | $38K |
| Estabrook Capital Management | 0.01% | No change | 1,650 | $37K |
| Arax Advisory Partners | 0.00% | Reduce -40.5% | 1,632 | $36K |
| Continuum Advisory, LLC | 0.00% | Add +320.7% | 1,628 | $36K |
| Clark Wealth Partners | 0.03% | No change | 1,624 | $36K |
| Blue Trust, Inc. | 0.00% | No change | 1,601 | $35K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.3% | 1,597 | $35K |
| Montag & Caldwell, LLC | 0.01% | No change | 1,500 | $33K |
| Rogco, LP | 0.01% | No change | 1,388 | $31K |
| Elequin Capital, LP | 0.01% | New | 1,363 | $30K |
| Acadian Asset Management LLC | 0.00% | No change | 1,367 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.2% | 1,350 | $30K |
| Nemes Rush Group LLC | 0.00% | Add +2.2% | 1,321 | $29K |
| West Oak Capital, LLC | 0.02% | Reduce -80.3% | 1,300 | $29K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.0% | 1,298 | $29K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,222 | $27K |
| Valley National Advisers Inc. | 0.00% | Reduce -10.8% | 1,210 | $26K |
| Payden & Rygel | 0.00% | No change | 1,160 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $25K |
| High Note Wealth, LLC | 0.01% | Add +0.5% | 1,112 | $25K |
| Founders Capital Management | 0.02% | No change | 1,110 | $25K |
| 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% | No change | 1,100 | $24K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 1,017 | $23K |
| 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 |
| Olde Wealth Management, LLC | 0.01% | New | 1,000 | $22K |
| Ameriflex Group, Inc. | 0.01% | No change | 985 | $22K |
| Rossby Financial, LCC | 0.01% | New | 1,008 | $21K |
| Colonial Trust Co / SC | 0.00% | Add +2.0% | 949 | $21K |
| Cheviot Value Management, LLC | 0.00% | New | 1,000 | $21K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $20K |
| Delta Asset Management LLC | 0.00% | Reduce -3.0% | 870 | $19K |
| Kessler Investment Group, LLC | 0.01% | No change | 837 | $19K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 829 | $18K |
| CGC Financial Services, LLC | 0.01% | Reduce -30.5% | 807 | $18K |
| Lanark Financial, Inc. | 0.00% | — | 728 | $16K |
| Sachetta, LLC | 0.01% | No change | 706 | $16K |
| Asset Planning,Inc | 0.01% | No change | 700 | $16K |
| Bernard Wealth Management Corp. | 0.01% | No change | 700 | $16K |
| Curat Global, LLC | 0.02% | — | 680 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 676 | $15K |
| DT Investment Partners, LLC | 0.00% | Add +2.3% | 675 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 630 | $14K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +2.2% | 602 | $13K |
| Morse Asset Management, Inc | 0.00% | Reduce -25.0% | 600 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 599 | $13K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +2.0% | 598 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +2.9% | 575 | $13K |
| Centricity Wealth Management, LLC | 0.01% | No change | 500 | $11K |
| Graybill Wealth Management, LTD. | 0.00% | — | 500 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $11K |
| LRI Investments, LLC | 0.00% | Add +1.9% | 477 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 458 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 440 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 415 | $9K |
| Accordant Advisory Group Inc | 0.01% | No change | 400 | $9K |
| Tsfg, LLC | 0.00% | New | 355 | $8K |
| Addison Advisors LLC | 0.00% | New | 329 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 325 | $7K |
| Evolution Advisers, Inc. | 0.00% | No change | 318 | $7K |
| Putney Financial Group LLC | 0.01% | No change | 300 | $7K |
| Studio Investment Management LLC | 0.00% | No change | 300 | $7K |
| Creekmur Asset Management LLC | 0.00% | Reduce -1.6% | 300 | $7K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -34.5% | 250 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 250 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +108.5% | 244 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 22 | $5K |
| City Holding Co. | 0.00% | No change | 225 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | New | 210 | $5K |
| Noble Wealth Management PBC | 0.00% | Add +166.7% | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 190 | $4K |
| Costello Asset Management, 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% | No change | 117 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 135 | $3K |
| Crewe Advisors LLC | 0.00% | New | 131 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 125 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | New | 112 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 105 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 100 | $2K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 100 | $2K |
| CX Institutional | 0.00% | New | 107 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 89 | $2K |
| Runnymede Capital Advisors, Inc. | 0.00% | New | 88 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +11.1% | 80 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $997 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $864 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 33 | $731 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $664 |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.7% | 28 | $619 |
| Horizon Investments, LLC | 0.00% | No change | 23 | $510 |
| Davis Capital Management | 0.00% | New | 2 | $50 |
| Roble, Belko & Company, Inc | 0.00% | New | 18 | $0 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.