Ares CapitalARCC
13F holders, Q4 2025 (December 31)832holders +42
91new positions
75sold out
6famous investors
$20.23avg. 13F price*
At the end of Q4 2025, 832 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, up 42 from Q3 2025. 91 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($355.2M), Van Eck Associates Corp. ($256.4M) and UBS Group AG ($226.6M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $175.4M |
| Exits | 75 | $141.5M |
All 13F filers, Q3 2025 → Q4 2025: 32,681,725 shares bought and 22,028,371 shares sold, net +10,653,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 832 holders
| Morgan Stanley | 0.02% | Add +2.0% | 17,558,581 | $355.2M |
| Van Eck Associates Corp. | 0.21% | Reduce -2.6% | 12,673,579 | $256.4M |
| UBS Group AG | 0.04% | Add +41.8% | 11,201,905 | $226.6M |
| Citadel Advisors | 0.11% | Add +227.8% | 8,077,163 | $163.4M |
| Bank of America Corp. | 0.01% | Reduce -8.2% | 7,876,224 | $159.3M |
| JPMorgan Chase & Co. | 0.01% | Add +25.5% | 7,815,945 | $158.1M |
| Legal & General Group Plc | 0.02% | Add +16.4% | 5,408,067 | $109.4M |
| Generali Asset Management SPA SGR | 2.09% | No change | 5,052,119 | $102.2M |
| Wells Fargo & Company | 0.02% | Add +1.5% | 4,387,637 | $88.8M |
| LPL Financial LLC | 0.02% | Add +3.5% | 4,210,365 | $85.2M |
| Ameriprise Financial Inc. | 0.02% | Add +9.8% | 4,162,978 | $84.2M |
| Advisors Capital Management, LLC | 0.86% | Add +13.5% | 3,566,790 | $72.2M |
| Confluence Investment Management LLC | 1.07% | Reduce -3.8% | 3,542,772 | $71.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 3,163,025 | $64.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.0% | 3,161,924 | $64.0M |
| Allen Investment Management, LLC | 0.69% | Reduce -1.6% | 3,086,449 | $62.4M |
| Royal Bank of Canada | 0.01% | Reduce -14.6% | 3,014,381 | $61.0M |
| Two Sigma Investments, LP | 0.09% | Add +31.5% | 2,967,739 | $60.0M |
| Evercore Wealth Management, LLC | 0.87% | Add +22.9% | 2,938,357 | $59.4M |
| Sound Income Strategies, LLC | 2.59% | Add +5.6% | 2,616,789 | $54.7M |
| Stifel Financial Corp. | 0.05% | Reduce -0.3% | 2,602,005 | $52.6M |
| Osaic Holdings, Inc. | 0.08% | Add +2.5% | 2,572,212 | $52.0M |
| FMR LLC | 0.00% | Add +27.0% | 2,503,635 | $50.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -18.8% | 2,447,058 | $49.5M |
| OMERS ADMINISTRATION Corp | 0.34% | Add +7.0% | 2,360,055 | $47.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +3.7% | 2,251,437 | $45.5M |
| Ares Management LLC | 2.60% | Add +9.3% | 2,245,810 | $45.4M |
| Progeny 3, Inc. | 2.42% | Add +4.7% | 2,224,728 | $45.0M |
| Muzinich & Co., Inc. | 13.63% | Add +30.6% | 2,142,606 | $43.3M |
| Border to Coast Pensions Partnership Ltd | 0.70% | Reduce -1.3% | 1,975,000 | $40.0M |
| Nomura Asset Management Co. Ltd. | 0.09% | Reduce -4.9% | 1,760,158 | $35.6M |
| CCLA Investment Management | 0.55% | Reduce -37.5% | 1,703,144 | $34.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +10.1% | 1,671,274 | $33.8M |
| Altshuler Shaham Ltd | 0.51% | New | 1,650,000 | $33.4M |
| Clearbridge Investments, LLC | 0.03% | No change | 1,644,729 | $33.3M |
| Capital Advisors Inc. | 0.51% | Add +0.8% | 1,568,369 | $31.7M |
| Franklin Resources Inc. | 0.01% | Add +16.6% | 1,506,468 | $30.5M |
| Cetera Investment Advisers | 0.03% | Add +5.9% | 1,473,064 | $29.8M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +55.2% | 1,363,669 | $27.7M |
| Michael & Susan Dell Foundation | 0.90% | New | 1,289,594 | $26.1M |
| Bruni J V & Co. | 2.54% | Add +0.2% | 1,277,403 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.3% | 1,275,267 | $25.8M |
| Northern Trust Corp. | 0.00% | Reduce -12.7% | 1,238,826 | $25.1M |
| Two Sigma Advisers, LP | 0.05% | Reduce -50.8% | 1,217,900 | $24.6M |
| Spinnaker Trust | 1.31% | Add +17.0% | 1,210,941 | $24.5M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.5% | 1,198,926 | $24.3M |
| Corient Private Wealth LP | 0.03% | Add +0.3% | 1,193,526 | $24.1M |
| Stephens Inc. | 0.29% | Reduce -3.3% | 1,136,260 | $23.0M |
| Baird Financial Group, Inc. | 0.03% | Add +10.6% | 1,075,147 | $21.8M |
| BNP Paribas Financial Markets | 0.01% | Add +60.2% | 1,073,821 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.8% | 1,051,488 | $21.3M |
| Balyasny Asset Management L.P. | 0.04% | New | 1,008,351 | $20.4M |
| Sage Advisors, LLC | 12.82% | Reduce -7.6% | 955,548 | $19.3M |
| iA Global Asset Management Inc. | 0.23% | Add +9.7% | 901,098 | $18.2M |
| Marshall Wace, LLP | 0.02% | Reduce -50.5% | 895,988 | $18.1M |
| Millennium Management | 0.01% | Add +33.3% | 889,620 | $18.0M |
| Barclays PLC | 0.01% | Add +20.0% | 841,558 | $17.0M |
| Trexquant Investment LP | 0.15% | Add +250.4% | 832,413 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -23.7% | 829,974 | $16.8M |
| Melia Wealth LLC | 7.58% | Add +1.1% | 810,232 | $16.4M |
| Cerity Partners LLC | 0.02% | Add +150.5% | 808,636 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 802,561 | $16.2M |
| Sigma Investment Counselors Inc. | 0.81% | Add +2.9% | 792,585 | $16.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.1% | 774,721 | $15.7M |
| Edgemoor Investment Advisors, Inc. | 1.11% | Add +0.1% | 704,973 | $14.3M |
| Focus Partners Wealth | 0.02% | Add +776.3% | 698,927 | $14.1M |
| Estate Planners Group, LLC | 5.95% | — | 678,831 | $13.7M |
| Tectonic Advisors LLC | 0.71% | Add +10.8% | 662,533 | $13.4M |
| D. E. Shaw & Co. | 0.01% | New | 630,267 | $12.8M |
| Naviter Wealth, LLC | 1.66% | Reduce -3.0% | 628,224 | $12.7M |
| Lido Advisors, LLC | 0.05% | Reduce -1.1% | 616,960 | $12.5M |
| D.A. Davidson & Co. | 0.08% | Reduce -31.4% | 617,702 | $12.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.52% | Add +10.0% | 613,371 | $12.4M |
| Chicago Partners Investment Group LLC | 0.29% | Add +0.6% | 575,641 | $12.0M |
| Columbus Macro, LLC | 1.23% | Add +9.8% | 554,804 | $11.2M |
| Palisade Capital Management, LP | 0.37% | Reduce -2.3% | 551,786 | $11.2M |
| LSV Asset Management | 0.02% | Reduce -27.5% | 544,100 | $11.0M |
| Bell Bank | 0.46% | Add +0.8% | 534,586 | $10.8M |
| Citigroup Inc. | 0.01% | Add +4308.9% | 527,964 | $10.7M |
| LGT Group Foundation | 0.11% | Add +1.9% | 518,349 | $10.5M |
| Gilbert & Cook, Inc. | 1.27% | Reduce -35.2% | 501,354 | $10.1M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.2% | 491,587 | $9.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.3% | 488,537 | $9.9M |
| Vista Finance, LLC | 6.54% | Reduce -19.9% | 485,910 | $9.8M |
| XTX Topco Ltd | 0.26% | New | 482,915 | $9.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -3.6% | 467,328 | $9.5M |
| SCS Capital Management LLC | 0.10% | Reduce -0.2% | 453,686 | $9.2M |
| State Street Corp. | 0.00% | Add +19.1% | 449,345 | $9.1M |
| Gritstone Asset Management LLC | 8.86% | Add +0.0% | 446,855 | $9.0M |
| Quantbot Technologies LP | 0.30% | Add +382.9% | 446,577 | $9.0M |
| Invesco Ltd. | 0.00% | Reduce -84.0% | 442,927 | $9.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.8% | 442,916 | $9.0M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -2.8% | 430,671 | $8.7M |
| Oppenheimer & Co. Inc. | 0.12% | Add +4.0% | 421,141 | $8.5M |
| Mgo One Seven LLC | 0.17% | Add +2.8% | 416,529 | $8.4M |
| Obermeyer Wealth Partners | 0.38% | Add +11.6% | 413,151 | $8.4M |
| Boston Partners | 0.01% | Reduce -10.0% | 412,739 | $8.3M |
| Carnegie Investment Counsel | 0.15% | Reduce -0.1% | 409,535 | $8.3M |
| Denali Advisors LLC | 0.88% | Reduce -12.0% | 392,429 | $7.9M |
| Liberty Mutual Group Asset Management Inc. | 0.75% | New | 389,962 | $7.9M |
| Pathstone Holdings, LLC | 0.03% | Add +8.2% | 389,766 | $7.9M |
| Jane Street Group, LLC | 0.01% | New | 386,533 | $7.8M |
| &partners | 0.04% | Add +77.1% | 382,138 | $7.7M |
| Rathbones Group PLC | 0.03% | Reduce -13.6% | 379,324 | $7.7M |
| one8zero8, LLC | 1.65% | Reduce -0.1% | 374,972 | $7.6M |
| New South Capital Management Inc. | 0.35% | Reduce -3.5% | 373,058 | $7.5M |
| Jump Financial, LLC | 0.10% | Add +90.3% | 372,695 | $7.5M |
| Romano Brothers and Company | 0.84% | Add +2.7% | 365,907 | $7.4M |
| Sfmg, LLC | 0.50% | Reduce -0.1% | 364,892 | $7.4M |
| Crestwood Advisors Group, LLC | 0.12% | Add +36.8% | 364,735 | $7.4M |
| Enstar Group LTD | 2.78% | Reduce -28.3% | 354,955 | $7.2M |
| Foundations Investment Advisors, LLC | 0.09% | Add +21.1% | 347,257 | $7.0M |
| Clearstead Advisors, LLC | 0.09% | Reduce -18.0% | 345,987 | $7.0M |
| Creative Planning | 0.01% | Add +30.9% | 345,689 | $7.0M |
| Mutual Advisors, LLC | 0.15% | Reduce -4.2% | 343,175 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.3% | 336,154 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.1% | 332,780 | $6.7M |
| Smith Asset Management Co., LLC | 5.26% | Add +6.3% | 315,198 | $6.4M |
| International Assets Investment Management, LLC | 0.43% | Add +13.6% | 313,458 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +11.1% | 312,340 | $6.3M |
| Foresight Capital Management Advisors, Inc. | 3.40% | Add +6.8% | 310,420 | $6.3M |
| Prairiewood Capital, LLC | 1.90% | Add +22.9% | 303,282 | $6.1M |
| ICG Advisors, LLC | 16.50% | — | 298,567 | $6.1M |
| Independent Financial Group, LLC | 0.13% | Add +1.1% | 291,228 | $5.9M |
| Sargent Investment Group, LLC | 0.72% | Reduce -2.5% | 282,916 | $5.7M |
| Merit Financial Group, LLC | 0.05% | Add +11.7% | 282,508 | $5.7M |
| Bayview Asset Management, LLC | 4.92% | New | 270,032 | $5.5M |
| Tudor Investment Corporation | 0.03% | Reduce -52.2% | 264,618 | $5.4M |
| Evergreen Capital Management LLC | 0.12% | Reduce -1.5% | 261,228 | $5.3M |
| Salem Investment Counselors Inc. | 0.15% | Add +6.0% | 257,855 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +6584.1% | 257,537 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -38.6% | 256,932 | $5.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 252,555 | $5.1M |
| Mirador Capital Partners LP | 0.70% | Add +0.8% | 252,301 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | New | 250,000 | $5.1M |
| Challenger Wealth Management | 3.79% | Add +1.4% | 245,791 | $5.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.28% | Add +31.6% | 241,090 | $4.9M |
| Blair William & Co. | 0.01% | Add +19.0% | 232,467 | $4.7M |
| Point72 Asset Management | 0.01% | New | 232,191 | $4.7M |
| Condor Capital Management | 0.38% | Add +0.7% | 231,926 | $4.7M |
| Perennial Advisors, LLC | 0.78% | Add +7.1% | 230,925 | $4.7M |
| AE Wealth Management LLC | 0.03% | Add +18.0% | 230,033 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +14.9% | 228,531 | $4.6M |
| Cwm, LLC | 0.01% | Reduce -31.4% | 222,421 | $4.5M |
| Mariner, LLC | 0.01% | Add +3.9% | 219,727 | $4.4M |
| Baugh & Associates, LLC | 2.11% | Reduce -2.7% | 230,450 | $4.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -4.8% | 211,837 | $4.3M |
| HB Wealth Management, LLC | 0.03% | Add +25.8% | 211,494 | $4.3M |
| Meridian Wealth Management, LLC | 0.15% | Add +7.7% | 207,458 | $4.2M |
| Marble Wealth, LLC | 0.58% | — | 206,813 | $4.2M |
| Truvestments Capital LLC | 0.73% | Reduce -1.1% | 198,426 | $4.0M |
| M&G PLC | 0.02% | Add +21.2% | 200,000 | $4.0M |
| Brown, Lisle/Cummings, Inc. | 0.98% | Add +35.0% | 196,275 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +10.9% | 195,514 | $4.0M |
| Clear Creek Financial Management, LLC | 0.32% | Add +1.4% | 193,377 | $3.9M |
| Aquatic Capital Management LLC | 0.11% | Add +23.0% | 191,620 | $3.9M |
| First National Trust Co | 0.13% | No change | 191,136 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +3.6% | 189,221 | $3.8M |
| Independent Advisor Alliance | 0.09% | New | 185,192 | $3.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -10.5% | 182,575 | $3.7M |
| Parkwood LLC | 0.31% | No change | 178,402 | $3.6M |
| Cottage Street Advisors LLC | 1.52% | Reduce -2.6% | 177,852 | $3.6M |
| Financial Management Network Inc. | 0.57% | Reduce -5.0% | 174,846 | $3.6M |
| Closed-End Fund Advisors, Inc. | 2.04% | — | 170,922 | $3.5M |
| Providence Capital Advisors, LLC | 0.58% | Add +3.6% | 169,551 | $3.4M |
| Baker Avenue Asset Management, LP | 0.08% | Add +9.2% | 168,438 | $3.4M |
| Sunbelt Securities, Inc. | 0.22% | Add +33.9% | 166,630 | $3.4M |
| Joel Isaacson & Co., LLC | 0.11% | Reduce -5.3% | 165,460 | $3.3M |
| Marathon Capital Management | 0.72% | Add +4.5% | 164,845 | $3.3M |
| NFSG Corp | 0.52% | Add +42.6% | 164,770 | $3.3M |
| SlateStone Wealth, LLC | 0.28% | Reduce -4.0% | 163,644 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +10.3% | 163,477 | $3.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.23% | No change | 162,125 | $3.3M |
| IHT Wealth Management, LLC | 0.08% | Add +2.5% | 159,277 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 158,758 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 156,642 | $3.2M |
| BBR Partners, LLC | 0.17% | Add +0.0% | 156,217 | $3.2M |
| Waterloo Capital, L.P. | 0.23% | Add +3.1% | 155,456 | $3.1M |
| Cornerstone Select Advisors, LLC | 2.17% | Add +5.8% | 154,525 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +15.2% | 154,514 | $3.1M |
| Curated Wealth Partners LLC | 0.34% | No change | 153,208 | $3.1M |
| Intellectus Partners, LLC | 0.59% | Add +22.1% | 150,388 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.6% | 149,363 | $3.0M |
| Granite FO LLC | 1.61% | Reduce -9.8% | 149,310 | $3.0M |
| Uniplan Investment Counsel, Inc. | 0.31% | Reduce -1.4% | 149,119 | $3.0M |
| Cornerstone Advisory, LLC | 0.28% | Add +1022.6% | 145,943 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +17.3% | 145,688 | $2.9M |
| Stableford Capital II LLC | 1.06% | Add +75.7% | 145,641 | $2.9M |
| Community Trust & Investment Co. | 0.16% | Reduce -1.8% | 144,928 | $2.9M |
| Comerica Bank | 0.01% | Reduce -9.7% | 144,661 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Add +1141.9% | 144,510 | $2.9M |
| Banque Cantonale Vaudoise | 0.10% | No change | 144,000 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -6.0% | 141,764 | $2.9M |
| Argent Trust Co | 0.10% | Add +1.2% | 140,154 | $2.8M |
| Taylor Frigon Capital Management LLC | 1.42% | Add +7.5% | 138,683 | $2.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +87.9% | 138,129 | $2.8M |
| Ieq Capital, LLC | 0.01% | Add +23.7% | 136,847 | $2.8M |
| Ticino Wealth | 1.00% | — | 133,150 | $2.7M |
| Arkadios Wealth Advisors | 0.05% | Add +3.9% | 130,900 | $2.6M |
| Aberdeen Group plc | 0.00% | No change | 130,322 | $2.6M |
| Larson Financial Group LLC | 0.09% | Reduce -4.9% | 130,255 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +4.9% | 130,111 | $2.6M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -62.4% | 129,933 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Add +17.1% | 129,540 | $2.6M |
| Brendel Financial Advisors LLC | 1.27% | Add +4.8% | 128,028 | $2.6M |
| FourThought Financial Partners, LLC | 0.22% | Add +7.4% | 127,369 | $2.6M |
| Gateway Wealth Partners, LLC | 0.29% | Add +11.4% | 127,292 | $2.6M |
| Brown Advisory Inc. | 0.00% | Reduce -8.3% | 126,166 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +196.9% | 125,441 | $2.5M |
| Sciencast Management LP | 0.35% | New | 125,036 | $2.5M |
| LFG Wealth Partners, LLC | 1.57% | — | 121,653 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -8.1% | 118,580 | $2.4M |
| Magnolia Capital Advisors LLC | 0.50% | Add +2.8% | 117,093 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.1% | 114,164 | $2.3M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -10.6% | 112,735 | $2.3M |
| Whipplewood Advisors, LLC | 1.46% | Add +53.9% | 112,490 | $2.3M |
| Palogic Value Management, L.P. | 0.97% | Add +0.6% | 110,571 | $2.2M |
| Global Strategic Management Inc. | 1.85% | — | 109,241 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +267.5% | 109,452 | $2.2M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -0.5% | 106,658 | $2.2M |
| ExodusPoint Capital Management, LP | 0.02% | New | 106,134 | $2.1M |
| United Advisor Group, LLC | 0.27% | Add +0.2% | 105,601 | $2.1M |
| Sculati Wealth Management, LLC | 0.75% | Reduce -1.4% | 105,476 | $2.1M |
| Plan Group Financial, LLC | 0.55% | Add +5.3% | 104,507 | $2.1M |
| Bramshill Investments, LLC | 0.12% | Add +61.0% | 104,362 | $2.1M |
| Mainstay Capital Management LLC | 0.16% | Reduce -5.1% | 104,163 | $2.1M |
| Essex Financial Services, Inc. | 0.12% | Reduce -12.5% | 103,962 | $2.1M |
| Dark Forest Capital Management LP | 0.09% | New | 102,041 | $2.1M |
| Riverbridge Partners LLC | 0.04% | Add +72.9% | 101,851 | $2.1M |
| Family Manage LLC | 0.26% | Add +63.8% | 101,143 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 100,374 | $2.0M |
| Eagle Global Advisors LLC | 0.07% | Add +1.6% | 99,760 | $2.0M |
| Texas Yale Capital Corp. | 0.06% | Add +1.1% | 98,550 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +12.6% | 98,293 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.8% | 97,796 | $2.0M |
| BankPlus Trust Department | 0.51% | Reduce -3.0% | 95,432 | $1.9M |
| MBM Wealth Consultants, LLC | 0.44% | Add +4.1% | 92,495 | $1.9M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -3.8% | 91,634 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.0% | 90,692 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -4.6% | 89,801 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.65% | Reduce -0.9% | 88,715 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.6% | 88,601 | $1.8M |
| Integras Partners LLC | 1.43% | Add +3.2% | 87,483 | $1.8M |
| Whittier Trust Co. | 0.02% | New | 85,383 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.0% | 92,681 | $1.7M |
| Bank of New Hampshire | 0.38% | Reduce -0.5% | 83,657 | $1.7M |
| AQR Capital Management | 0.00% | Add +7.4% | 83,018 | $1.7M |
| Virtu Financial LLC | 0.06% | New | 82,612 | $1.7M |
| Stiles Financial Services Inc | 0.51% | Reduce -1.5% | 82,404 | $1.7M |
| Ayrshire Capital Management LLC | 0.76% | Add +4.8% | 82,271 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -6.0% | 81,906 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 81,132 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 80,223 | $1.6M |
| RDA Financial Network | 0.39% | Add +0.8% | 80,098 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +1.9% | 79,580 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +427.2% | 79,580 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +33.0% | 79,216 | $1.6M |
| Brown Miller Wealth Management, LLC | 0.44% | Reduce -6.3% | 78,198 | $1.6M |
| Samalin Investment Counsel, LLC | 0.56% | Add +6.0% | 77,772 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.11% | Add +47.9% | 77,056 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Add +16.3% | 76,300 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +1.8% | 76,077 | $1.5M |
| Register Financial Advisors LLC | 0.60% | Add +0.8% | 75,888 | $1.5M |
| Savvy Advisors, Inc. | 0.05% | Add +11.4% | 75,145 | $1.5M |
| Marex Group Ltd | 0.02% | New | 74,779 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.8% | 74,153 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -29.7% | 73,604 | $1.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | New | 73,056 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +104.0% | 72,679 | $1.5M |
| Spire Wealth Management | 0.05% | Add +17.4% | 72,621 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +0.7% | 72,478 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +12.4% | 72,298 | $1.5M |
| GC Wealth Management RIA, LLC | 0.05% | Add +6.7% | 72,128 | $1.5M |
| Eos Management, L.P. | 0.56% | New | 70,000 | $1.4M |
| Naples Global Advisors, LLC | 0.11% | Add +2.3% | 69,975 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -5.1% | 67,753 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +34.4% | 67,618 | $1.4M |
| Castle Wealth Management LLC | 0.45% | Add +4.1% | 67,007 | $1.4M |
| Western Wealth Management, LLC | 0.06% | Add +1.1% | 66,759 | $1.4M |
| Caxton Associates LLP | 0.03% | New | 66,689 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | New | 66,661 | $1.3M |
| Carnegie Lake Advisors LLC | 0.51% | Reduce -0.1% | 66,113 | $1.3M |
| GoalVest Advisory LLC | 0.26% | Reduce -12.4% | 65,971 | $1.3M |
| National Bank of Canada | 0.00% | Add +1.1% | 65,641 | $1.3M |
| Permanens Capital L.P. | 0.17% | No change | 65,544 | $1.3M |
| Linden Thomas Advisory Services, LLC | 0.13% | Add +2.8% | 65,356 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 65,029 | $1.3M |
| Investment Partners Asset Management, Inc. | 0.82% | New | 64,976 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +1.6% | 64,502 | $1.3M |
| HSBC Holdings PLC | 0.00% | New | 64,500 | $1.3M |
| AA Financial Advisors, LLC | 0.24% | Add +117.2% | 64,328 | $1.3M |
| Delphi Management Inc. | 1.25% | Reduce -0.8% | 63,422 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +2.4% | 62,750 | $1.3M |
| Midwest Professional Planners, LTD. | 0.30% | Reduce -7.9% | 62,273 | $1.3M |
| Rothschild Investment LLC | 0.07% | Add +0.1% | 62,071 | $1.3M |
| Baldwin Investment Management, LLC | 0.14% | Add +1.3% | 61,575 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.43% | Add +6.1% | 61,458 | $1.2M |
| Glassy Mountain Advisors, Inc. | 0.37% | Reduce -10.3% | 60,165 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -11.4% | 59,999 | $1.2M |
| Cascade Investment Group, Inc. | 0.81% | Reduce -5.6% | 59,895 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +4.3% | 59,564 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.2% | 59,456 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 59,259 | $1.2M |
| Access Investment Management LLC | 0.32% | No change | 57,675 | $1.2M |
| Allworth Financial LP | 0.00% | Reduce -13.0% | 58,040 | $1.2M |
| Div Capital Phoenix Assets Ltd | 0.30% | — | 57,729 | $1.2M |
| HUB Investment Partners, LLC | 0.03% | Reduce -38.0% | 57,461 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | Add +9.1% | 57,301 | $1.2M |
| Lantz Financial LLC | 0.24% | Reduce -1.4% | 57,069 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -62.0% | 56,737 | $1.1M |
| J.M. Arbour, LLC | 1.14% | — | 56,399 | $1.1M |
| Essential Investment Partners LLC | 1.07% | — | 56,146 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -0.1% | 56,064 | $1.1M |
| S&T Bank | 0.36% | Reduce -32.7% | 55,986 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -2.9% | 55,802 | $1.1M |
| Accel Wealth Management | 0.30% | Reduce -10.9% | 55,122 | $1.1M |
| Certior Financial Group, LLC | 0.74% | Reduce -10.5% | 53,995 | $1.1M |
| Inspire Advisors, LLC | 0.10% | Add +13.7% | 53,652 | $1.1M |
| Independent Wealth Network Inc. | 0.33% | Add +5.3% | 53,241 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 53,051 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +6.2% | 53,052 | $1.1M |
| FLC Capital Advisors | 0.19% | Reduce -3.5% | 51,110 | $1.0M |
| Vantage Financial Partners, LLC | 0.21% | No change | 50,575 | $1.0M |
| C2C Wealth Management, LLC | 0.85% | No change | 49,850 | $1.0M |
| Duncker Streett & Co. Inc. | 0.18% | Reduce -19.6% | 49,793 | $1.0M |
| Merkkuri Wealth Advisors LLC | 0.68% | Add +228.6% | 49,673 | $1.0M |
| KG Capital Management | 0.26% | Add +344.7% | 49,670 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | New | 49,500 | $1.0M |
| Commerce Bank | 0.01% | Add +2.3% | 49,170 | $995K |
| SG Americas Securities, LLC | 0.00% | Add +69.8% | 49,148 | $994K |
| Beverly Hills Private Wealth, LLC | 0.17% | Reduce -3.0% | 48,974 | $991K |
| Ancora Advisors LLC | 0.02% | Add +4.3% | 48,931 | $990K |
| Cane Capital Partners, LLC | 0.42% | — | 48,920 | $990K |
| Icon Advisers Inc. | 0.22% | Reduce -71.4% | 48,622 | $984K |
| Natixis | 0.00% | New | 48,420 | $980K |
| Quantinno Capital Management LP | 0.00% | Add +21.2% | 48,356 | $978K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.6% | 47,199 | $955K |
| BKM Wealth Management, LLC | 0.35% | Add +10.9% | 46,997 | $951K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -79.6% | 46,468 | $940K |
| Brookstone Capital Management | 0.01% | Add +9.8% | 46,099 | $933K |
| First National Bank of Mount Dora, Trust Investment Services | 0.20% | No change | 46,002 | $931K |
| Equitable Holdings, Inc. | 0.01% | Add +23.3% | 45,850 | $928K |
| Westbourne Investment Advisors, Inc. | 0.26% | Add +3.4% | 45,696 | $924K |
| StoneX Group Inc. | 0.04% | Reduce -15.3% | 45,509 | $921K |
| QTR Family Wealth, LLC | 0.40% | New | 45,948 | $917K |
| Havemeyer Place LP | 0.18% | — | 45,180 | $914K |
| Cordoba Advisory Partners LLC | 0.22% | — | 44,436 | $899K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.0% | 43,457 | $879K |
| Meridian Investment Counsel Inc. | 0.21% | Add +19.1% | 43,440 | $879K |
| Albion Financial Group | 0.05% | Reduce -30.6% | 43,265 | $875K |
| Welch Financial Planning, LLC | 0.64% | — | 43,242 | $875K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 43,215 | $874K |
| Port Capital LLC | 0.04% | No change | 43,000 | $870K |
| UMB Bank, n.a. | 0.01% | Reduce -21.3% | 42,770 | $865K |
| Fieldview Capital Management, LLC | 0.15% | New | 42,289 | $856K |
| 1620 Investment Advisors, Inc. | 0.57% | Reduce -0.2% | 41,888 | $847K |
| Arete Wealth Advisors, LLC | 0.06% | Add +0.4% | 41,576 | $841K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -32.4% | 41,443 | $838K |
| Balboa Wealth Partners | 0.14% | Reduce -7.9% | 41,238 | $834K |
| Bank Ozk | 0.29% | No change | 41,166 | $833K |
| AlphaCore Capital LLC | 0.02% | Reduce -10.0% | 40,948 | $828K |
| Clayton Partners LLC | 0.58% | New | 40,000 | $809K |
| IFP Advisors, Inc | 0.02% | Add +0.7% | 39,649 | $802K |
| Mallini Complete Financial Planning LLC | 0.71% | Add +0.7% | 39,543 | $800K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.4% | 38,898 | $787K |
| Empowered Funds, LLC | 0.01% | Add +2.0% | 38,803 | $785K |
| Two Sigma Securities, LLC | 0.11% | New | 38,723 | $783K |
| Everstar Asset Management, LLC | 0.42% | No change | 38,380 | $776K |
| Werlinich Asset Management, LLC | 0.38% | New | 38,030 | $772K |
| VPR Management LLC | 0.34% | Add +67.2% | 38,073 | $770K |
| Belpointe Asset Management LLC | 0.03% | Reduce -14.0% | 37,900 | $767K |
| COFG Advisors, LLC | 0.19% | — | 37,893 | $767K |
| Cardiff Park Advisors, LLC | 0.06% | Reduce -59.7% | 37,799 | $765K |
| Sterling Group Wealth Management, LLC | 0.37% | New | 37,480 | $758K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.0% | 37,401 | $757K |
| Americana Partners, LLC | 0.02% | New | 36,500 | $738K |
| Monument Capital Management | 0.18% | Reduce -7.8% | 36,166 | $732K |
| IFG Advisory, LLC | 0.03% | Reduce -25.9% | 35,858 | $725K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -11.1% | 35,386 | $716K |
| Ares Financial Consulting, LLC | 0.68% | — | 35,385 | $716K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +161.1% | 34,988 | $708K |
| WESPAC Advisors, LLC | 0.38% | Reduce -10.3% | 34,949 | $707K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.6% | 34,700 | $702K |
| Cresset Asset Management, LLC | 0.00% | Add +21.4% | 34,636 | $701K |
| PFG Advisors | 0.03% | Reduce -43.9% | 34,495 | $698K |
| Midwest Trust Co | 0.01% | No change | 34,401 | $696K |
| Founders Financial Alliance, LLC | 0.13% | Add +1.8% | 34,362 | $695K |
| Summit Trail Advisors, LLC | 0.01% | Add +199.4% | 34,183 | $692K |
| Guggenheim Capital LLC | 0.01% | Add +5.4% | 34,129 | $690K |
| NewSquare Capital LLC | 0.06% | Reduce -17.7% | 33,934 | $686K |
| Activest Wealth Management | 0.13% | Reduce -50.7% | 33,782 | $683K |
| Tempus Wealth Planning, LLC | 0.16% | Reduce -37.3% | 33,642 | $681K |
| Canal Capital Management, LLC | 0.09% | Add +1.6% | 32,955 | $667K |
| Fiduciary Group, LLC | 0.06% | Add +0.4% | 32,710 | $662K |
| Millennium Capital Advisors, LLC | 0.39% | No change | 32,455 | $657K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 32,245 | $652K |
| St Germain D J Co. Inc. | 0.03% | Reduce -1.9% | 32,150 | $650K |
| Haven Private, LLC | 0.28% | New | 31,867 | $645K |
| Hilltop Holdings Inc. | 0.04% | Reduce -17.1% | 31,859 | $645K |
| Left Brain Wealth Management, LLC | 0.22% | Add +6.5% | 31,834 | $644K |
| Aigen Investment Management, LP | 0.15% | Add +161.3% | 31,808 | $643K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 31,679 | $641K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.6% | 31,433 | $636K |
| Maridea Wealth Management LLC | 0.10% | Reduce -4.9% | 31,428 | $636K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +62.3% | 31,169 | $631K |
| Wealthcare Capital Partners, LLC | 0.29% | Add +11.1% | 30,714 | $621K |
| Private Trust Co. NA | 0.05% | Add +16.4% | 30,573 | $618K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -40.9% | 30,470 | $616K |
| HighPoint Advisor Group LLC | 0.01% | New | 30,391 | $615K |
| Wedmont Private Capital | 0.02% | Add +0.5% | 30,383 | $613K |
| Keybank National Association | 0.00% | No change | 30,133 | $610K |
| Arax Advisory Partners | 0.02% | Reduce -33.0% | 30,098 | $609K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $607K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 30,000 | $607K |
| Quad-Cities Investment Group, LLC | 0.25% | Add +0.2% | 29,931 | $606K |
| Canton Hathaway, LLC | 0.12% | Add +3.0% | 29,640 | $600K |
| Triad Investment Management | 0.60% | — | 29,458 | $596K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.2% | 29,358 | $594K |
| Diversify Advisory Services, LLC | 0.02% | Add +2.0% | 28,186 | $589K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +145.7% | 28,914 | $585K |
| Western Financial Corp | 0.23% | Add +2.4% | 28,866 | $584K |
| Pasadena Private Wealth, LLC | 0.08% | Add +13.1% | 28,775 | $582K |
| Samjo Management, LLC | 0.22% | Reduce -8.1% | 28,500 | $577K |
| Lewis Asset Management, LLC | 0.23% | Reduce -10.8% | 28,488 | $576K |
| Compound Planning, Inc. | 0.02% | Reduce -7.1% | 28,176 | $570K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.8% | 28,147 | $569K |
| Roman Butler Fullerton & Co. | 0.15% | Add +15.0% | 27,185 | $568K |
| PFG Investments, LLC | 0.03% | Reduce -1.9% | 28,001 | $566K |
| Aua Capital Management, LLC | 0.28% | No change | 27,590 | $558K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.9% | 27,450 | $555K |
| Moors & Cabot, Inc. | 0.02% | Reduce -12.7% | 27,427 | $555K |
| Jones Financial Companies LLLP | 0.00% | Add +68.4% | 27,404 | $554K |
| Intrua Financial, LLC | 0.06% | Add +26.6% | 27,292 | $552K |
| Ascent Group, LLC | 0.02% | Reduce -21.7% | 27,141 | $549K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -21.0% | 26,745 | $541K |
| Virtus Investment Advisers, LLC | 0.15% | Reduce -12.3% | 26,744 | $541K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +21.6% | 26,341 | $533K |
| Clearstead Trust, LLC | 0.08% | New | 26,051 | $527K |
| Baron Financial Group, LLC | 0.28% | No change | 25,977 | $526K |
| Jefferies Financial Group Inc. | 0.00% | Add +780.8% | 25,552 | $517K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -39.9% | 25,527 | $516K |
| Evoke Wealth, LLC | 0.01% | Add +0.5% | 25,443 | $515K |
| Aurora Private Wealth, Inc. | 0.34% | — | 25,403 | $514K |
| Florida Trust Wealth Management Co | 0.01% | No change | 25,300 | $512K |
| Family Wealth Partners, LLC | 0.18% | Add +2.9% | 25,243 | $511K |
| Quadrature Capital Ltd | 0.01% | New | 25,134 | $508K |
| McDonald Partners LLC | 0.16% | Reduce -3.6% | 25,097 | $508K |
| Glenview Trust Co | 0.01% | Reduce -13.7% | 25,055 | $507K |
| Silver Oak Securities, Incorporated | 0.03% | Add +6.5% | 24,933 | $506K |
| Delphi Financial Group, Inc. | 0.26% | New | 25,000 | $506K |
| Venture Visionary Partners LLC | 0.02% | Reduce -6.0% | 24,996 | $506K |
| JBR Co Financial Management Inc | 0.21% | Reduce -37.2% | 24,985 | $505K |
| VestGen Advisors, LLC | 0.02% | Add +49.0% | 24,949 | $505K |
| Triumph Capital Management | 0.11% | Reduce -16.4% | 24,910 | $504K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.3% | 24,745 | $501K |
| Navis Wealth Advisors, LLC | 0.21% | Reduce -12.0% | 24,725 | $500K |
| Lazari Capital Management, Inc. | 0.17% | New | 24,650 | $499K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.6% | 24,616 | $498K |
| Formidable Asset Management, LLC | 0.07% | Reduce -5.4% | 24,194 | $494K |
| FSA Advisors, Inc. | 0.34% | No change | 24,369 | $493K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.9% | 24,197 | $490K |
| Maia Wealth LLC | 0.08% | Add +2.0% | 25,102 | $489K |
| Whitener Capital Management, Inc. | 0.11% | Reduce -5.9% | 23,711 | $480K |
| Trek Financial, LLC | 0.03% | Reduce -0.3% | 23,582 | $477K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -69.9% | 23,406 | $472K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.0% | 23,285 | $471K |
| MAI Capital Management | 0.00% | Reduce -3.9% | 23,258 | $471K |
| M Holdings Securities, Inc. | 0.03% | New | 23,246 | $470K |
| Global Assets Advisory, LLC | 0.13% | Reduce -48.1% | 23,067 | $467K |
| Parcion Private Wealth LLC | 0.03% | No change | 22,982 | $465K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -53.6% | 22,730 | $460K |
| Segment Wealth Management, LLC | 0.03% | Reduce -2.5% | 22,555 | $456K |
| Scotia Capital Inc. | 0.00% | Add +55.1% | 22,367 | $452K |
| Magnus Financial Group LLC | 0.03% | Reduce -32.5% | 22,110 | $447K |
| Griffin Asset Management, Inc. | 0.05% | Add +1.6% | 22,101 | $447K |
| World Investment Advisors | 0.01% | Add +65.0% | 21,920 | $443K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 21,842 | $442K |
| BankPlus Wealth Management LLC | 0.24% | Reduce -1.3% | 21,684 | $439K |
| Garden State Investment Advisory Services LLC | 0.10% | No change | 21,540 | $436K |
| DCM Advisors, LLC | 0.18% | Add +1.4% | 23,250 | $431K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.8% | 21,188 | $429K |
| Centaurus Financial, Inc. | 0.02% | Add +6.5% | 21,159 | $428K |
| Trueblood Wealth Management, LLC | 0.17% | Reduce -1.9% | 21,147 | $428K |
| LeClair Wealth Partners LLC | 0.25% | No change | 21,087 | $427K |
| Intrepid Capital Management Inc. | 0.20% | No change | 20,959 | $424K |
| Xcel Wealth Management, LLC | 0.11% | Add +9.5% | 20,935 | $424K |
| Eight 31 Financial, LLC | 0.23% | Add +2.4% | 20,887 | $423K |
| J.Safra Asset Management Corp | 0.02% | Add +18.9% | 20,827 | $421K |
| Future Financial Wealth Managment LLC | 0.28% | No change | 20,300 | $419K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +32.3% | 20,628 | $417K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 20,445 | $414K |
| SageGuard Financial Group, LLC | 0.07% | — | 20,402 | $413K |
| Rhodes Investment Advisors Inc. | 0.33% | — | 20,375 | $412K |
| PCG Wealth Advisors, LLC | 0.12% | Add +4.7% | 20,193 | $408K |
| Heritage Trust Co | 0.04% | No change | 20,185 | $408K |
| PARK CIRCLE Co | 0.36% | No change | 20,000 | $405K |
| American National Bank & Trust | 0.04% | No change | 20,000 | $405K |
| Choreo, LLC | 0.01% | Reduce -0.7% | 19,864 | $403K |
| Harbour Investments, Inc. | 0.01% | Reduce -58.9% | 19,887 | $402K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 19,852 | $402K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -2.7% | 19,762 | $400K |
| Trust Co. of Vermont | 0.02% | Add +8.8% | 19,680 | $398K |
| Redmond Asset Management, LLC | 0.10% | No change | 19,395 | $392K |
| Kovack Advisors, Inc. | 0.02% | New | 19,372 | $392K |
| Calton & Associates, Inc. | 0.06% | Add +18.6% | 19,274 | $390K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -68.8% | 19,198 | $388K |
| Ethos Financial Group, LLC | 0.03% | Reduce -34.5% | 19,107 | $387K |
| CoreCap Advisors, LLC | 0.01% | Add +11.7% | 19,103 | $386K |
| Commons Capital, LLC | 0.27% | Add +46.1% | 19,000 | $384K |
| TCTC Holdings, LLC | 0.01% | Reduce -5.0% | 19,000 | $384K |
| Clark Financial Services Group Inc. | 0.20% | Reduce -0.3% | 18,514 | $384K |
| Tradition Wealth Management, LLC | 0.03% | Add +1.3% | 18,811 | $381K |
| Prostatis Group LLC | 0.09% | Reduce -9.5% | 18,777 | $380K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -8.3% | 18,740 | $379K |
| Generation Capital Management LLC | 0.24% | No change | 18,600 | $376K |
| Compass Capital Corp. /Ma/ | 0.14% | Add +9.4% | 18,808 | $376K |
| Sowell Financial Services LLC | 0.01% | Add +22.2% | 18,513 | $375K |
| Bridgewealth Advisory Group, LLC | 0.08% | Add +37.7% | 18,490 | $374K |
| Gentry Private Wealth, LLC | 0.23% | Reduce -18.1% | 18,320 | $371K |
| NorthRock Partners, LLC | 0.01% | Add +1.9% | 18,308 | $370K |
| XML Financial, LLC | 0.03% | Add +9.7% | 18,269 | $370K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +10.0% | 18,201 | $368K |
| LVW Advisors, LLC | 0.04% | Add +0.8% | 17,915 | $362K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -79.1% | 17,904 | $362K |
| Values Added Financial LLC | 0.15% | Reduce -20.8% | 17,830 | $361K |
| DeepCurrents Investment Group LLC | 1.10% | Add +4.3% | 17,735 | $359K |
| SummitTX Capital, L.P. | 0.01% | New | 17,634 | $357K |
| Genesis Financial Group, LLC | 0.21% | — | 17,587 | $356K |
| Moneco Advisors, LLC | 0.03% | Reduce -3.7% | 17,574 | $356K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -12.9% | 17,534 | $355K |
| Oxford Asset Management LLP | 0.12% | Reduce -23.6% | 17,309 | $350K |
| Tyche Wealth Partners LLC | 0.06% | Add +2.5% | 17,202 | $348K |
| Beto Financial Group, LLC | 0.23% | — | 17,751 | $347K |
| Spinnaker Investment Group, LLC | 0.06% | Reduce -37.8% | 16,953 | $343K |
| SFG Wealth Management, LLC. | 0.13% | No change | 16,865 | $341K |
| HM Payson & Co. | 0.00% | No change | 16,611 | $336K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.6% | 16,363 | $331K |
| Hudson Capital Management LLC | 0.09% | Reduce -43.1% | 16,268 | $329K |
| Anfield Capital Management, LLC | 0.10% | Add +23.5% | 16,167 | $327K |
| Fox Run Management, L.L.C. | 0.05% | New | 16,132 | $326K |
| Palacios Wealth Management, LLC | 0.25% | Reduce -63.2% | 16,085 | $325K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | New | 15,723 | $324K |
| Angeles Wealth Management, LLC | 0.02% | New | 16,000 | $324K |
| Moody National Bank Trust Division | 0.03% | Add +3.9% | 15,840 | $320K |
| Wealth Quarterback LLC | 0.12% | Add +24.3% | 15,811 | $320K |
| Kentucky Trust Co | 0.17% | Reduce -3.4% | 15,785 | $319K |
| Csenge Advisory Group | 0.01% | No change | 15,627 | $316K |
| Rayburn West Financial Services LLC | 0.19% | — | 15,414 | $312K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.3% | 15,379 | $311K |
| Deutsche Bank AG | 0.00% | Reduce -0.1% | 15,352 | $311K |
| Calydon Capital | 0.05% | Reduce -18.6% | 15,275 | $309K |
| Clearwave Capital, LLC | 0.23% | — | 15,120 | $306K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -35.4% | 15,042 | $304K |
| Advisory Advocates, LLC | 0.30% | — | 14,856 | $301K |
| Firestone Capital Management | 0.06% | No change | 14,850 | $300K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -15.4% | 14,815 | $300K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -2.9% | 14,548 | $294K |
| Gsa Capital Partners LLP | 0.03% | New | 14,505 | $293K |
| CWS Financial Advisors, LLC | 0.08% | Add +31.6% | 14,374 | $291K |
| Ascentis Independent Advisors | 0.05% | Add +31.3% | 14,264 | $289K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +30.1% | 14,131 | $286K |
| Purkiss Capital Advisors LLC | 0.13% | Add +8.4% | 14,093 | $285K |
| Successful Portfolios LLC | 0.14% | Add +19.8% | 13,777 | $284K |
| O'ROURKE & COMPANY, Inc | 0.11% | Reduce -6.0% | 14,039 | $284K |
| BIP Wealth, LLC | 0.01% | No change | 14,012 | $283K |
| Highlander Partners, L.P. | 0.10% | No change | 14,000 | $283K |
| Severin Investments, LLC | 0.25% | Reduce -7.4% | 13,997 | $283K |
| Visionary Wealth Advisors | 0.01% | Reduce -8.4% | 13,862 | $280K |
| Oregon Pacific Wealth Management, LLC | 0.29% | Reduce -3.1% | 13,745 | $278K |
| North Star Investment Management Corp. | 0.02% | Add +30.8% | 13,736 | $278K |
| Trivium Point Advisory, LLC | 0.03% | Add +1.7% | 13,686 | $277K |
| Worth Asset Management, LLC | 0.12% | Reduce -19.4% | 13,426 | $272K |
| Verition Fund Management LLC | 0.00% | Reduce -88.4% | 13,400 | $271K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 13,311 | $269K |
| RFG Advisory, LLC | 0.01% | Reduce -20.6% | 13,105 | $265K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -11.1% | 12,933 | $265K |
| Sepio Capital, LP | 0.01% | New | 13,000 | $263K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 12,755 | $258K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.2% | 12,688 | $257K |
| Certuity, LLC | 0.02% | Add +16.1% | 12,594 | $255K |
| Signaturefd, LLC | 0.00% | Add +24.0% | 12,579 | $254K |
| Autumn Glory Partners, LLC | 0.09% | No change | 12,535 | $254K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -54.6% | 12,484 | $253K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +0.7% | 12,477 | $252K |
| Cary Street Partners Financial LLC | 0.01% | New | 12,353 | $250K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 12,333 | $249K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +10.7% | 12,317 | $249K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -97.4% | 12,235 | $248K |
| Procyon Advisors, LLC | 0.01% | New | 12,235 | $248K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -6.0% | 12,192 | $247K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.4% | 12,082 | $244K |
| Platform Technology Partners | 0.05% | Reduce -29.4% | 12,057 | $244K |
| Chapin Davis, Inc. | 0.06% | Add +7.8% | 12,014 | $243K |
| Fortis Capital Advisors, LLC | 0.04% | Add +12.3% | 11,996 | $243K |
| Rothschild Wealth LLC | 0.02% | New | 11,925 | $241K |
| Reicon Wealth Advisors, LLC | 0.17% | — | 11,809 | $239K |
| Beck Capital Management, LLC | 0.06% | Reduce -21.6% | 11,697 | $237K |
| Bank of Montreal | 0.00% | Reduce -93.0% | 11,674 | $236K |
| Promethium Advisors,llc | 0.13% | No change | 11,586 | $234K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.8% | 11,535 | $233K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 11,481 | $232K |
| Secure Asset Management, LLC | 0.04% | Reduce -17.1% | 11,448 | $232K |
| Sage Investment Counsel LLC | 0.25% | No change | 11,420 | $231K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 11,414 | $231K |
| PharVision Advisers, LLC | 0.12% | Add +14.6% | 11,400 | $231K |
| Stablepoint Partners, LLC | 0.04% | Add +0.5% | 11,396 | $231K |
| Benjamin Edwards Inc. | 0.00% | New | 11,387 | $230K |
| MBL Wealth, LLC | 0.02% | Reduce -26.1% | 11,316 | $229K |
| Annex Advisory Services, LLC | 0.00% | Add +12.2% | 11,300 | $229K |
| Bison Wealth, LLC | 0.03% | Add +6.9% | 12,723 | $229K |
| Western Pacific Wealth Management, LP | 0.22% | No change | 11,261 | $228K |
| Mission Wealth Management, LP | 0.00% | Add +0.3% | 11,239 | $227K |
| Fiduciary Family Office, LLC | 0.07% | No change | 11,186 | $226K |
| Plancorp, LLC | 0.01% | No change | 11,159 | $226K |
| Reliant Investment Partners, LLC | 0.18% | New | 11,118 | $225K |
| Oakwell Private Wealth Management, LLC | 0.04% | No change | 11,100 | $225K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +2.3% | 11,093 | $224K |
| Private Advisory Group LLC | 0.02% | New | 11,041 | $223K |
| Vista Investment Management | 0.07% | No change | 11,028 | $223K |
| Accredited Investors Inc. | 0.01% | No change | 10,955 | $222K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | New | 10,955 | $222K |
| 5T Wealth, LLC | 0.09% | Reduce -16.5% | 10,893 | $220K |
| Banco Santander, S.A. | 0.00% | No change | 10,779 | $218K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -44.2% | 10,772 | $218K |
| Miller Global Investments, LLC | 0.20% | — | 10,723 | $217K |
| Core Wealth Partners LLC | 0.10% | No change | 10,678 | $216K |
| Park Avenue Securities LLC | 0.00% | Reduce -19.2% | 10,695 | $216K |
| Vise Technologies, Inc. | 0.00% | Reduce -19.9% | 10,585 | $214K |
| First Citizens Bank & Trust Co. | 0.00% | Add +5.3% | 10,530 | $213K |
| Sterling Investment Counsel, LLC | 0.06% | New | 9,663 | $212K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -18.7% | 10,424 | $211K |
| KLCM Advisors, Inc. | 0.02% | No change | 10,370 | $210K |
| Burling Wealth Partners, LLC | 0.03% | No change | 10,287 | $208K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -15.4% | 10,262 | $208K |
| MCF Advisors LLC | 0.01% | Reduce -2.6% | 10,244 | $207K |
| Callahan Advisors, LLC | 0.02% | Reduce -22.7% | 10,200 | $206K |
| Summit Securities Group LLC | 0.04% | Add +2425.0% | 10,100 | $204K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 10,019 | $203K |
| ELCO Management Co., LLC | 0.13% | Reduce -1.0% | 10,013 | $203K |
| Madison Park Capital Advisors, LLC | 0.16% | No change | 10,000 | $202K |
| Astoria Portfolio Advisors LLC. | 0.05% | Add +5.9% | 10,616 | $202K |
| True North Advisors, LLC | 0.03% | New | 9,978 | $202K |
| Glass Jacobson Investment Advisors llc | 0.07% | New | 9,950 | $201K |
| Measured Wealth Private Client Group, LLC | 0.05% | Reduce -72.4% | 9,876 | $200K |
| Hyposwiss Advisors SA | 0.19% | — | 9,760 | $197K |
| Blue Trust, Inc. | 0.00% | Add +460.4% | 9,672 | $196K |
| Camelot Portfolios, LLC | 0.11% | Reduce -10.0% | 9,135 | $185K |
| American Capital Advisory, LLC | 0.07% | New | 8,123 | $164K |
| Hurley Capital, LLC | 0.09% | Add +1.9% | 7,700 | $156K |
| Leonteq Securities AG | 0.01% | Add +5.5% | 7,700 | $156K |
| Key Capital Management, INC | 0.15% | — | 7,605 | $154K |
| Neo Ivy Capital Management | 0.02% | New | 7,142 | $144K |
| Assetmark, Inc. | 0.00% | Reduce -7.8% | 6,828 | $138K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +9.9% | 112,977 | $132K |
| Anchor Investment Management, LLC | 0.01% | Reduce -6.1% | 6,161 | $125K |
| Titiun Yejiel | 0.15% | — | 6,000 | $121K |
| Fifth Third Bancorp | 0.00% | No change | 5,657 | $114K |
| CX Institutional | 0.00% | Reduce -69.7% | 5,637 | $114K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -64.7% | 5,625 | $114K |
| Chilton Capital Management LLC | 0.00% | No change | 5,500 | $111K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.2% | 5,437 | $110K |
| Redmont Wealth Advisors LLC | 0.16% | Reduce -54.1% | 5,174 | $105K |
| Centennial Bank | 0.04% | No change | 4,856 | $98K |
| Orion Capital Management LLC | 0.03% | No change | 4,830 | $98K |
| Golden State Wealth Management, LLC | 0.01% | No change | 4,630 | $94K |
| Luken Investment Analytics, LLC | 0.04% | No change | 4,600 | $93K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 4,524 | $92K |
| Aventura Private Wealth, LLC | 0.03% | No change | 4,244 | $86K |
| Delta Asset Management LLC | 0.01% | No change | 4,205 | $85K |
| VSM Wealth Advisory, LLC | 0.03% | Add +151.2% | 4,193 | $85K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 4,160 | $84K |
| Westfuller Advisors, LLC | 0.03% | Add +2.4% | 4,156 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | Add +42.9% | 4,128 | $84K |
| TD Waterhouse Canada Inc. | 0.00% | Add +22.0% | 4,034 | $82K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.1% | 3,673 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $74K |
| MRP Capital Investments, LLC | 0.06% | Reduce -79.3% | 3,500 | $71K |
| SouthState Bank Corp | 0.00% | No change | 3,500 | $71K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 3,500 | $71K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,363 | $68K |
| FNY Investment Advisers, LLC | 0.02% | New | 3,400 | $68K |
| Cedar Wealth Management, LLC | 0.02% | Reduce -23.3% | 3,302 | $67K |
| KERR FINANCIAL PLANNING Corp | 0.09% | Add +2.4% | 3,482 | $66K |
| First Command Advisory Services, Inc. | 0.00% | New | 3,190 | $65K |
| 1015 Capital Partners, LLC | 0.06% | — | 3,100 | $63K |
| Advocate Investing Services LLC | 0.06% | — | 3,068 | $62K |
| Security National Bank | 0.01% | New | 3,041 | $62K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 2,825 | $57K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.1% | 2,799 | $57K |
| Grove Bank & Trust | 0.01% | No change | 2,700 | $55K |
| Bellevue Asset Management, LLC | 0.02% | No change | 2,600 | $53K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $51K |
| MTM Investment Management, LLC | 0.02% | No change | 2,520 | $51K |
| Investors Research Corp | 0.01% | Add +69.2% | 2,446 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +2.4% | 2,399 | $49K |
| Bessemer Group Inc. | 0.00% | Add +209.3% | 2,369 | $48K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 2,300 | $47K |
| Bokf, NA | 0.00% | Add +582.0% | 2,271 | $46K |
| Princeton Global Asset Management LLC | 0.01% | New | 2,257 | $46K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 2,164 | $44K |
| SHP Wealth Management | 0.00% | — | 2,063 | $42K |
| Oakworth Capital, Inc. | 0.00% | New | 2,063 | $42K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,000 | $40K |
| Huntington National Bank | 0.00% | Reduce -34.4% | 1,908 | $39K |
| Wolff Wiese Magana LLC | 0.02% | Add +2.4% | 1,903 | $38K |
| Laurel Wealth Advisors LLC | 0.00% | New | 1,835 | $37K |
| Webster Bank, N. A. | 0.00% | No change | 1,822 | $37K |
| Heritage Wealth Advisors | 0.00% | Reduce -56.1% | 1,800 | $36K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,778 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 1,725 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,700 | $34K |
| WFA of San Diego, LLC | 0.02% | No change | 1,650 | $33K |
| Estabrook Capital Management | 0.00% | No change | 1,650 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | Add +30.8% | 1,631 | $33K |
| Clark Wealth Partners | 0.02% | No change | 1,624 | $33K |
| SJS Investment Consulting Inc. | 0.00% | New | 1,546 | $31K |
| SageView Advisory Group, LLC | 0.00% | New | 1,433 | $29K |
| Nemes Rush Group LLC | 0.00% | Add +2.4% | 1,415 | $29K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +2.4% | 1,403 | $28K |
| Sankala Group LLC | 0.02% | — | 1,524 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.6% | 1,380 | $28K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 1,340 | $27K |
| SWAN Capital LLC | 0.01% | No change | 1,330 | $27K |
| Palladiem, LLC | 0.03% | — | 1,301 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,222 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,217 | $25K |
| Bullock Wealth Management Group | 0.01% | — | 1,202 | $24K |
| City Holding Co. | 0.00% | Reduce -6.1% | 1,150 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $23K |
| Valley National Advisers Inc. | 0.00% | No change | 1,150 | $23K |
| Payden & Rygel | 0.00% | No change | 1,160 | $23K |
| Smithfield Trust Co | 0.00% | Add +3.6% | 1,140 | $23K |
| Founders Capital Management | 0.01% | No change | 1,110 | $22K |
| High Note Wealth, LLC | 0.00% | No change | 1,106 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $22K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 1,099 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.4% | 1,078 | $22K |
| Root Financial Partners, LLC | 0.00% | Reduce -48.4% | 1,043 | $21K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -32.5% | 1,039 | $21K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 1,000 | $20K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $20K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $20K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,000 | $20K |
| Key Financial Inc | 0.00% | Reduce -84.7% | 988 | $20K |
| ORG Partners LLC | 0.00% | Reduce -89.4% | 957 | $19K |
| Ameriflex Group, Inc. | 0.01% | Reduce -46.9% | 936 | $19K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $18K |
| Colonial Trust Co / SC | 0.00% | No change | 886 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $17K |
| CGC Financial Services, LLC | 0.00% | No change | 807 | $16K |
| Quarry LP | 0.00% | Reduce -52.8% | 769 | $16K |
| Quadrant Capital Group LLC | 0.00% | Reduce -94.9% | 731 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 728 | $15K |
| Curat Global, LLC | 0.02% | Add +2.3% | 726 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 719 | $15K |
| Global Wealth Strategies & Associates | 0.00% | Add +2115.6% | 709 | $14K |
| Asset Planning,Inc | 0.01% | No change | 700 | $14K |
| Bernard Wealth Management Corp. | 0.01% | No change | 700 | $14K |
| Blume Capital Management, Inc. | 0.00% | Reduce -36.4% | 700 | $14K |
| DT Investment Partners, LLC | 0.00% | No change | 689 | $14K |
| Reflection Asset Management | 0.01% | — | 671 | $14K |
| Towne Trust Company, N.A | 0.00% | New | 652 | $13K |
| Vision Retirement, LLC | 0.00% | — | 638 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -60.0% | 600 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 610 | $12K |
| Hollencrest Capital Management | 0.00% | Reduce -91.9% | 543 | $11K |
| Decker Retirement Planning Inc. | 0.01% | New | 510 | $10K |
| LRI Investments, LLC | 0.00% | Add +2.2% | 509 | $10K |
| Crewe Advisors LLC | 0.00% | Add +46.1% | 501 | $10K |
| Sunrise Financial Services, LLC | 0.01% | — | 482 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 477 | $10K |
| United Financial Planning Group LLC | 0.01% | No change | 465 | $9K |
| Tompkins Financial Corp. | 0.00% | New | 459 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 458 | $9K |
| FIL Ltd | 0.00% | No change | 456 | $9K |
| JNBA Financial Advisors | 0.00% | No change | 440 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $9K |
| Archer Investment Corp | 0.00% | Reduce -76.2% | 428 | $9K |
| Financial Consulate, Inc. | 0.00% | No change | 402 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 392 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +2.4% | 348 | $7K |
| Addison Advisors LLC | 0.00% | No change | 329 | $7K |
| Wealth Watch Advisors, INC | 0.00% | No change | 328 | $7K |
| Field & Main Bank | 0.00% | New | 322 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 312 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 300 | $6K |
| Evolution Advisers, Inc. | 0.00% | No change | 318 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 266 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 250 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $5K |
| Ankerstar Wealth, LLC | 0.00% | — | 238 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 210 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 200 | $4K |
| Hilltop National Bank | 0.00% | No change | 200 | $4K |
| Avion Wealth | 0.00% | No change | 200 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 220 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 190 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 190 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 189 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 188 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -82.1% | 180 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 164 | $3K |
| Obsidian Cio, LLC | 0.00% | Reduce -98.4% | 161 | $3K |
| Bayban | 0.00% | — | 150 | $3K |
| Country Trust Bank | 0.00% | No change | 149 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 161 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 131 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 110 | $2K |
| Covestor Ltd | 0.00% | Reduce -0.8% | 116 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -9.5% | 95 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 89 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 75 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 65 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 49 | $997 |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $972 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $789 |
| Sachetta, LLC | 0.00% | No change | 32 | $648 |
| Boreal Capital Management LLC | 0.00% | No change | 32 | $647 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -11.4% | 31 | $627 |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.5% | 30 | $606 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $606 |
| Pflug Koory, LLC | 0.00% | Add +3.9% | 27 | $544 |
| Horizon Investments, LLC | 0.00% | No change | 14 | $283 |
| Danske Bank A/S | 0.00% | New | 12 | $243 |
| Tucker Asset Management LLC | 0.00% | New | 11 | $232 |
| Davis Capital Management | 0.00% | No change | 10 | $212 |
| City State Bank | 0.00% | New | 2 | $40 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.