Bank of MontrealBMO
13F holders, Q4 2024 (December 31)536holders +66
81new positions
32sold out
5famous investors
$97.04avg. 13F price*
At the end of Q4 2024, 536 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 66 from Q3 2024. 81 opened new positions and 32 sold out. The largest holders were Royal Bank of Canada ($5.9B), Vanguard Group Inc. ($3.0B) and Bank of Montreal ($2.9B). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q4 2024)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $111.5M |
| Exits | 32 | $168.2M |
All 13F filers, Q3 2024 → Q4 2024: 24,432,158 shares bought and 21,680,708 shares sold, net +2,751,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 536 holders
| Royal Bank of Canada | 1.27% | Add +9.5% | 60,556,961 | $5.9B |
| Vanguard Group Inc. | 0.05% | Add +1.9% | 30,494,749 | $3.0B |
| Bank of Montreal | 1.45% | Add +7.9% | 29,873,166 | $2.9B |
| TD Asset Management Inc | 1.51% | Add +2.8% | 17,615,141 | $1.7B |
| Cibc World Market Inc. | 3.67% | Add +2.6% | 16,411,822 | $1.6B |
| National Bank of Canada | 1.73% | Reduce -0.0% | 13,748,503 | $1.3B |
| Mackenzie Financial Corp. | 1.61% | Add +15.4% | 12,215,628 | $1.2B |
| Norges Bank | 0.13% | Add +0.1% | 10,464,521 | $1.0B |
| Bank of Nova Scotia | 1.52% | Reduce -36.5% | 8,907,412 | $864.6M |
| Toronto Dominion Bank | 1.57% | Reduce -28.0% | 8,502,265 | $824.4M |
| 1832 Asset Management L.P. | 1.28% | Reduce -2.3% | 7,392,006 | $717.4M |
| Manufacturers Life Insurance Company, The | 0.58% | Add +42.7% | 6,838,171 | $664.7M |
| JARISLOWSKY, FRASER Ltd | 3.81% | Add +6.8% | 6,711,773 | $651.3M |
| Beutel, Goodman & Co Ltd. | 3.49% | Add +11.9% | 6,616,614 | $642.0M |
| CIBC Asset Management Inc | 2.04% | Reduce -3.9% | 6,371,405 | $620.9M |
| Caisse de depot et placement du Quebec | 1.09% | No change | 5,419,567 | $525.9M |
| FMR LLC | 0.03% | Add +3.2% | 5,208,431 | $505.6M |
| Federation des caisses Desjardins du Quebec | 2.43% | Reduce -3.2% | 4,927,693 | $476.4M |
| Geode Capital Management, LLC | 0.03% | Add +29.4% | 4,297,626 | $422.5M |
| Legal & General Group Plc | 0.11% | Add +2.4% | 4,244,870 | $411.9M |
| Fiera Capital Corp | 1.13% | Add +7.2% | 3,701,814 | $359.0M |
| JPMorgan Chase & Co. | 0.03% | Add +9.2% | 3,634,988 | $352.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.3% | 3,604,088 | $349.8M |
| Scotia Capital Inc. | 1.78% | Add +1.5% | 3,493,410 | $338.4M |
| TD Waterhouse Canada Inc. | 2.07% | Add +7.1% | 2,653,260 | $256.7M |
| Canada Pension Plan Investment Board | 0.20% | Reduce -12.6% | 2,207,553 | $214.0M |
| FIL Ltd | 0.20% | Add +25.8% | 2,169,083 | $210.6M |
| Guardian Capital LP | 7.76% | Reduce -0.3% | 2,151,876 | $208.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 1,913,716 | $185.7M |
| Letko, Brosseau & Associates Inc. | 3.52% | Reduce -2.1% | 1,878,964 | $182.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.80% | Reduce -7.9% | 1,827,757 | $177.2M |
| Bank of America Corp. | 0.02% | Reduce -17.4% | 1,743,745 | $169.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.34% | Reduce -61.8% | 1,625,441 | $157.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -1.4% | 1,608,452 | $156.1M |
| Nuveen Asset Management, LLC | 0.04% | Add +0.2% | 1,579,064 | $153.2M |
| Morgan Stanley | 0.01% | Reduce -27.1% | 1,534,257 | $148.9M |
| Clearbridge Investments, LLC | 0.12% | Reduce -2.0% | 1,465,507 | $143.1M |
| Alberta Investment Management Corp | 0.95% | Add +0.3% | 1,392,000 | $135.1M |
| Newport Trust Company, LLC | 0.33% | Reduce -0.4% | 1,383,319 | $134.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -26.3% | 1,360,444 | $132.0M |
| Cardinal Capital Management, Inc. | 4.24% | Reduce -0.9% | 1,286,702 | $124.6M |
| Federated Hermes, Inc. | 0.25% | Add +1527.7% | 1,160,494 | $112.6M |
| Mufg Securities (canada), LTD. | 3.90% | Add +72.1% | 1,114,100 | $108.1M |
| Invesco Ltd. | 0.02% | Add +35.8% | 1,094,053 | $106.2M |
| Addenda Capital Inc. | 3.75% | Add +5.5% | 760,614 | $106.1M |
| Agf Management Ltd. | 0.53% | Reduce -38.5% | 980,773 | $105.9M |
| Aviso Financial Inc. | 5.04% | Add +2.4% | 1,027,872 | $99.8M |
| Deutsche Bank AG | 0.04% | Add +8.2% | 1,016,659 | $98.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -0.4% | 935,625 | $90.8M |
| D. E. Shaw & Co. | 0.10% | Add +108.1% | 882,705 | $85.6M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -44.6% | 817,796 | $79.3M |
| Intact Investment Management Inc. | 2.70% | Add +35.6% | 797,460 | $77.4M |
| Amundi | 0.03% | Add +29.0% | 738,167 | $72.7M |
| Bank of New York Mellon Corp | 0.01% | Add +6.0% | 708,767 | $68.8M |
| Voloridge Investment Management, LLC | 0.23% | Reduce -11.4% | 656,919 | $63.8M |
| BlackRock, Inc. | 0.00% | Add +7.2% | 601,456 | $58.4M |
| Northern Trust Corp. | 0.01% | Add +74.2% | 537,809 | $52.2M |
| Two Sigma Investments, LP | 0.12% | Reduce -40.2% | 507,340 | $49.2M |
| Bank of Nova Scotia Trust Co. | 5.16% | Add +1.1% | 503,614 | $48.9M |
| Raymond James Financial Inc. | 0.02% | — | 498,232 | $48.4M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -0.7% | 480,066 | $46.5M |
| Korea Investment CORP | 0.11% | Add +2.6% | 478,191 | $46.4M |
| HSBC Holdings PLC | 0.03% | Add +35.6% | 460,970 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +665.8% | 460,720 | $44.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Reduce -85.7% | 453,454 | $44.0M |
| Wells Fargo & Company | 0.01% | Add +471.5% | 452,086 | $43.9M |
| First Trust Advisors LP | 0.04% | Reduce -16.0% | 447,435 | $43.4M |
| Aviva PLC | 0.11% | Add +27.9% | 439,079 | $42.5M |
| State of Tennessee, Department of Treasury | 0.15% | Add +0.2% | 418,328 | $40.6M |
| Hillsdale Investment Management Inc. | 2.04% | Add +2162.1% | 415,034 | $40.2M |
| APG Asset Management N.V. | 0.10% | New | 397,200 | $37.2M |
| Guardian Partners Inc. | 3.78% | — | 377,671 | $37.1M |
| Pictet Asset Management Holding SA | 0.04% | Add +19.1% | 380,900 | $37.0M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 2.53% | Add +66.7% | 356,924 | $34.6M |
| Franklin Resources Inc. | 0.01% | Add +2.4% | 334,333 | $32.4M |
| LPL Financial LLC | 0.01% | Add +276.7% | 324,268 | $31.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +7.0% | 291,338 | $28.3M |
| UBS Group AG | 0.01% | Reduce -26.4% | 271,717 | $26.4M |
| Citigroup Inc. | 0.03% | Add +64.5% | 271,694 | $26.4M |
| Millennium Management | 0.02% | Add +253.1% | 268,224 | $26.0M |
| Canerector Inc. | 11.59% | — | 125,000 | $23.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +13.1% | 238,353 | $23.1M |
| Cidel Asset Management Inc. | 1.53% | Reduce -6.0% | 233,896 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +58.1% | 231,195 | $22.4M |
| Rempart Asset Management Inc. | 4.35% | Add +0.6% | 225,823 | $21.9M |
| OMERS ADMINISTRATION Corp | 0.19% | No change | 219,955 | $21.3M |
| Van Eck Associates Corp. | 0.02% | Add +2.6% | 195,213 | $18.9M |
| American Century Companies Inc. | 0.01% | Add +8.0% | 194,218 | $18.9M |
| DORCHESTER WEALTH MANAGEMENT Co | 3.52% | Add +0.4% | 183,463 | $17.7M |
| Jane Street Group, LLC | 0.03% | Add +130.0% | 181,270 | $17.6M |
| Forsta Ap-Fonden | 0.12% | Reduce -4.7% | 173,000 | $16.8M |
| Two Sigma Advisers, LP | 0.04% | Add +74.0% | 163,398 | $15.9M |
| Varma Mutual Pension Insurance Co | 0.12% | Reduce -23.0% | 162,729 | $15.8M |
| Wellington Management Group LLP | 0.00% | Add +29.4% | 162,503 | $15.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | — | 161,418 | $15.7M |
| Burgundy Asset Management Ltd. | 0.16% | No change | 160,000 | $15.5M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Add +1.6% | 157,500 | $15.3M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +7.0% | 153,570 | $14.9M |
| Northwest & Ethical Investments L.P. | 0.38% | Add +24.4% | 144,108 | $14.0M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 144,747 | $13.9M |
| Pinnacle Financial Partners Inc | 0.28% | Reduce -20.9% | 140,691 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | New | 138,553 | $13.4M |
| Neuberger Berman Group LLC | 0.01% | Add +9.0% | 134,709 | $13.1M |
| Capital Fund Management S.A. | 0.12% | Add +62.5% | 128,495 | $12.5M |
| Investment Management Corp of Ontario | 0.39% | Reduce -2.2% | 122,783 | $11.9M |
| AMF Tjanstepension AB | 0.08% | No change | 114,887 | $11.2M |
| Vontobel Holding Ltd. | 0.04% | Reduce -11.2% | 113,519 | $11.0M |
| USS Investment Management Ltd | 0.08% | No change | 109,005 | $10.6M |
| Generali Asset Management SPA SGR | 0.26% | — | 71,581 | $10.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Add +1.9% | 96,987 | $9.4M |
| American Assets Investment Management, LLC | 0.76% | No change | 96,000 | $9.3M |
| Truist Financial Corp. | 0.01% | Add +397.1% | 91,654 | $8.9M |
| Utah Retirement Systems | 0.09% | No change | 81,172 | $7.9M |
| Intech Investment Management LLC | 0.08% | Reduce -25.1% | 80,210 | $7.8M |
| Janus Henderson Group PLC | 0.00% | Add +7.9% | 76,763 | $7.4M |
| St Germain D J Co. Inc. | 0.32% | Reduce -2.8% | 73,222 | $7.1M |
| Public Sector Pension Investment Board | 0.03% | Reduce -26.6% | 70,018 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | New | 69,232 | $6.7M |
| Lorne Steinberg Wealth Management Inc. | 1.94% | Reduce -0.4% | 68,940 | $6.7M |
| Swiss Life Asset Management Ltd | 0.05% | Add +806.4% | 65,697 | $6.4M |
| Waratah Capital Advisors Ltd. | 0.35% | New | 64,983 | $6.3M |
| Citadel Advisors | 0.01% | Reduce -85.1% | 64,262 | $6.2M |
| Avanza Fonder AB | 0.18% | — | 42,332 | $5.9M |
| M&T Bank Corp | 0.02% | Add +3.2% | 59,465 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.5% | 59,397 | $5.8M |
| Zions Bancorporation, N.A. | 0.36% | Add +33446.3% | 59,377 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.5% | 51,920 | $5.7M |
| Northwest Bancshares, Inc. | 1.02% | Reduce -10.7% | 56,719 | $5.5M |
| Value Partners Investments Inc. | 3.08% | Reduce -92.6% | 56,254 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +185.1% | 55,745 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 55,674 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 54,531 | $5.3M |
| Ossiam | 0.09% | Reduce -30.6% | 53,615 | $5.2M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -0.3% | 53,208 | $5.2M |
| Man Group plc | 0.02% | Add +52.1% | 52,757 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +0.8% | 52,159 | $5.1M |
| Romano Brothers and Company | 0.64% | Add +0.8% | 51,933 | $5.0M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 51,729 | $5.0M |
| Mariner, LLC | 0.01% | Add +8.0% | 50,178 | $4.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -2.5% | 49,433 | $4.8M |
| United Services Automobile Association | 0.16% | No change | 23,798 | $4.8M |
| Allianz Asset Management GmbH | 0.01% | Add +0.6% | 46,418 | $4.5M |
| Creative Planning | 0.00% | Add +34.4% | 46,000 | $4.5M |
| NBT Bank, N.A. | 0.31% | No change | 45,836 | $4.4M |
| GMO | 0.01% | New | 44,409 | $4.3M |
| PCJ Investment Counsel Ltd. | 1.44% | New | 44,040 | $4.3M |
| Maryland State Retirement & Pension System | 0.09% | Add +0.5% | 43,093 | $4.2M |
| Rathbones Group PLC | 0.02% | Reduce -11.6% | 42,543 | $4.1M |
| K.J. Harrison & Partners Inc | 0.60% | Reduce -0.9% | 39,738 | $3.9M |
| AXA S.A. | 0.01% | Reduce -80.6% | 38,885 | $3.8M |
| Twin Tree Management, LP | 0.09% | Reduce -23.6% | 38,300 | $3.7M |
| Vertex Planning Partners, LLC | 0.81% | Reduce -15.4% | 37,990 | $3.7M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.24% | New | 25,741 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 36,857 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Add +16.7% | 36,175 | $3.5M |
| Pinnacle Associates Ltd. | 0.04% | Add +63.9% | 33,600 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +293.1% | 33,361 | $3.2M |
| Union Bancaire Privee, UBP SA | 0.06% | — | 33,158 | $3.2M |
| Wolverine Trading, LLC | 0.07% | Add +59.0% | 30,994 | $3.0M |
| Rodgers Brothers Inc. | 0.39% | Add +137.2% | 30,900 | $3.0M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -3.5% | 30,688 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | New | 28,981 | $2.8M |
| Silver Lake Advisory, LLC | 1.23% | Reduce -4.9% | 28,741 | $2.8M |
| Metis Global Partners, LLC | 0.08% | Add +5.4% | 27,184 | $2.6M |
| US Bancorp \de | 0.00% | Add +32.5% | 25,257 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +140.6% | 24,958 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 24,816 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +151.7% | 24,321 | $2.4M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -10.3% | 24,130 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -3.1% | 24,111 | $2.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 23,701 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +10.7% | 23,379 | $2.3M |
| TD Private Client Wealth LLC | 0.06% | New | 22,782 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +11.6% | 22,296 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +13.3% | 21,587 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +1.3% | 21,371 | $2.1M |
| Gold Investment Management Ltd. | 0.87% | Add +1.2% | 21,148 | $2.1M |
| Resources Management Corp. /CT/ | 0.27% | Reduce -1.4% | 20,140 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -20.0% | 14,000 | $2.0M |
| Anson Funds Management LP | 0.24% | New | 20,000 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 19,612 | $1.9M |
| Credit Agricole S A | 0.01% | Reduce -0.7% | 18,781 | $1.8M |
| Columbus Macro, LLC | 0.25% | New | 18,521 | $1.8M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -11.6% | 12,813 | $1.8M |
| Naples Global Advisors, LLC | 0.17% | Add +29.6% | 18,215 | $1.8M |
| Employees Provident Fund Board | 0.02% | No change | 18,200 | $1.8M |
| NorthRock Partners, LLC | 0.06% | Reduce -0.1% | 17,941 | $1.7M |
| Algert Global LLC | 0.04% | Add +5.3% | 17,509 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.7% | 17,300 | $1.7M |
| Gries Financial LLC | 0.28% | Reduce -0.0% | 16,512 | $1.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | Add +0.5% | 16,440 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Add +77.8% | 16,215 | $1.6M |
| Atria Investments, Inc | 0.02% | New | 15,948 | $1.5M |
| Turn8 Private Wealth Inc. | 1.08% | — | 10,905 | $1.5M |
| Fulton Bank, N.A. | 0.05% | New | 14,497 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Add +24.0% | 14,472 | $1.4M |
| Spartan Fund Management Inc. | 4.63% | New | 14,200 | $1.4M |
| Cumberland Partners Ltd | 0.09% | Add +31.4% | 13,902 | $1.3M |
| Curbstone Financial Management Corp | 0.28% | No change | 13,834 | $1.3M |
| Shell Asset Management Co. | 0.06% | Add +7.9% | 13,691 | $1.3M |
| Cigna Investments Inc. | 0.23% | Add +0.1% | 13,506 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +11345.2% | 13,162 | $1.3M |
| IFG Advisory, LLC | 0.07% | Reduce -3.4% | 12,858 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 12,832 | $1.2M |
| Graham Capital Management, L.P. | 0.06% | Reduce -50.2% | 12,742 | $1.2M |
| Probity Advisors, Inc. | 0.24% | Reduce -1.8% | 12,650 | $1.2M |
| Associated Banc-Corp | 0.04% | Reduce -5.2% | 12,480 | $1.2M |
| SIG North Trading, ULC | 0.27% | Reduce -88.4% | 12,368 | $1.2M |
| Candriam S.C.A. | 0.01% | Add +45.8% | 12,007 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.8% | 11,753 | $1.1M |
| First Bank & Trust | 0.22% | New | 11,598 | $1.1M |
| State Street Corp. | 0.00% | Add +29.4% | 11,531 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -30.8% | 11,508 | $1.1M |
| Texas Yale Capital Corp. | 0.04% | Reduce -3.5% | 11,418 | $1.1M |
| Keybank National Association | 0.00% | Reduce -16.3% | 11,327 | $1.1M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.03% | New | 11,080 | $1.1M |
| Raleigh Capital Management Inc. | 0.41% | New | 10,872 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.6% | 10,855 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +21.8% | 10,829 | $1.1M |
| Ignite Planners, LLC | 0.23% | Add +3.0% | 10,780 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -0.2% | 10,916 | $1.0M |
| Vise Technologies, Inc. | 0.08% | Add +19.9% | 10,320 | $1.0M |
| Berger Financial Group, Inc | 0.07% | Reduce -1.4% | 9,827 | $954K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -13.4% | 9,778 | $949K |
| Smithfield Trust Co | 0.05% | No change | 9,766 | $947K |
| Capital World Investors | 0.00% | No change | 9,749 | $946K |
| Verdence Capital Advisors LLC | 0.08% | New | 9,640 | $936K |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.8% | 9,591 | $931K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 9,500 | $922K |
| Nebula Research & Development LLC | 0.11% | Reduce -3.9% | 9,391 | $911K |
| First American Bank | 0.06% | No change | 9,360 | $908K |
| Independent Advisor Alliance | 0.01% | Add +7.8% | 8,970 | $871K |
| Journey Strategic Wealth LLC | 0.03% | Add +0.6% | 8,720 | $846K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +11.9% | 8,641 | $839K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +77.0% | 8,443 | $819K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +77.0% | 8,443 | $819K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.9% | 8,442 | $819K |
| Louisbourg Investments Inc. | 0.21% | No change | 8,428 | $818K |
| North Star Asset Management Inc. | 0.04% | Add +1.2% | 8,422 | $817K |
| Captrust Financial Advisors | 0.00% | Add +177.4% | 8,325 | $808K |
| Blair William & Co. | 0.00% | Add +0.2% | 8,105 | $787K |
| &partners | 0.01% | New | 8,141 | $782K |
| Tiaa Trust, National Association | 0.00% | New | 8,032 | $780K |
| Wealth Alliance, LLC | 0.09% | New | 8,004 | $777K |
| Jones Financial Companies LLLP | 0.00% | Add +80.9% | 7,833 | $760K |
| International Assets Investment Management, LLC | 0.06% | New | 740,236 | $760K |
| CIBC Private Wealth Group LLC | 0.00% | Add +61.1% | 7,640 | $752K |
| Nicolet Advisory Services, LLC | 0.07% | Add +0.2% | 7,555 | $736K |
| Focus Partners Wealth | 0.00% | Add +122.7% | 7,527 | $731K |
| Jefferies Financial Group Inc. | 0.01% | No change | 7,492 | $727K |
| VAUGHAN & Co SECURITIES, INC. | 0.43% | Reduce -0.8% | 7,390 | $717K |
| Acadian Asset Management LLC | 0.00% | Add +24.0% | 7,242 | $701K |
| Entropy Technologies, LP | 0.07% | Reduce -76.4% | 7,030 | $682K |
| Harbour Investments, Inc. | 0.02% | Add +0.7% | 6,945 | $674K |
| Mairs & Power Inc. | 0.01% | Reduce -12.8% | 6,846 | $664K |
| Avantax Advisory Services, Inc. | 0.00% | Add +30.9% | 6,746 | $655K |
| Compound Planning, Inc. | 0.03% | Add +71.7% | 6,709 | $651K |
| Ti-Trust, Inc. | 0.43% | No change | 6,692 | $649K |
| Benjamin Edwards Inc. | 0.01% | Add +67.8% | 6,645 | $645K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.7% | 6,580 | $639K |
| Syon Capital LLC | 0.06% | Add +9.6% | 6,478 | $629K |
| Wealthspire Advisors, LLC | 0.01% | Add +2.0% | 6,355 | $617K |
| Harbour Trust & Investment Management Co | 0.07% | No change | 6,340 | $615K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,300 | $611K |
| Pacer Advisors, Inc. | 0.00% | Add +0.3% | 6,267 | $608K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.0% | 6,211 | $603K |
| Midland Wealth Advisors, LLC | 0.04% | No change | 6,200 | $602K |
| Fourpath Capital Management, LLC | 0.11% | New | 6,076 | $590K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 6,062 | $588K |
| Busey Bank | 0.02% | No change | 6,000 | $582K |
| XTX Topco Ltd | 0.05% | Add +0.9% | 5,888 | $571K |
| Evergreen Capital Management LLC | 0.02% | Add +20.0% | 5,836 | $566K |
| Pacifica Partners Inc. | 0.24% | Reduce -5.3% | 5,660 | $548K |
| Ipswich Investment Management Co., Inc. | 0.13% | Reduce -30.2% | 5,610 | $544K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -62.2% | 5,548 | $538K |
| Prudential PLC | 0.00% | Reduce -27.5% | 5,514 | $535K |
| HighPoint Advisor Group LLC | 0.03% | Add +5.5% | 5,376 | $535K |
| Squarepoint Ops LLC | 0.00% | Add +53.1% | 5,454 | $529K |
| Susquehanna International Group, LLP | 0.00% | Add +75.9% | 5,279 | $512K |
| SVB Wealth LLC | 0.01% | New | 5,176 | $502K |
| Passumpsic Savings Bank | 0.31% | Add +0.3% | 5,155 | $500K |
| Natixis | 0.00% | Add +2440.6% | 5,132 | $498K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -7.3% | 5,114 | $496K |
| Danske Bank A/S | 0.00% | New | 5,090 | $494K |
| World Investment Advisors | 0.01% | Add +32.1% | 4,963 | $482K |
| Intrua Financial, LLC | 0.08% | Add +6.7% | 4,951 | $481K |
| Crescent Grove Advisors, LLC | 0.05% | Reduce -23.3% | 4,949 | $480K |
| Financial Counselors Inc. | 0.01% | Reduce -0.6% | 4,885 | $474K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -1.7% | 4,864 | $472K |
| Prudential Financial Inc. | 0.00% | No change | 4,770 | $463K |
| Barclays PLC | 0.00% | Reduce -19.6% | 4,761 | $462K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 4,702 | $456K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +58.4% | 4,618 | $448K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.4% | 4,597 | $446K |
| KLCM Advisors, Inc. | 0.05% | Add +9.3% | 4,538 | $440K |
| Lido Advisors, LLC | 0.00% | New | 4,516 | $438K |
| Patrick M Sweeney & Associates, Inc. | 0.33% | No change | 4,508 | $438K |
| Ellenbecker Investment Group | 0.08% | No change | 4,505 | $437K |
| First Citizens Bank & Trust Co. | 0.01% | New | 4,480 | $435K |
| Rowlandmiller & Partners.adv | 0.09% | No change | 4,476 | $434K |
| Park Avenue Securities LLC | 0.00% | New | 4,476 | $434K |
| Certuity, LLC | 0.05% | Add +13.7% | 4,467 | $433K |
| Silverlake Wealth Management LLC | 0.17% | Add +0.1% | 4,443 | $431K |
| ICONIQ Capital, LLC | 0.01% | New | 4,406 | $428K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,360 | $423K |
| Avalon Capital Management | 0.14% | No change | 4,350 | $422K |
| Boltwood Capital Management | 0.13% | Add +4.2% | 4,300 | $417K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.25% | — | 4,275 | $415K |
| State of Wyoming | 0.05% | New | 4,225 | $410K |
| Chiron Capital Management, LLC | 0.38% | Reduce -41.0% | 4,161 | $404K |
| Commerce Bank | 0.00% | Add +1.6% | 4,059 | $394K |
| Jain Global LLC | 0.01% | — | 4,058 | $394K |
| Merit Financial Group, LLC | 0.01% | Add +28.2% | 4,020 | $390K |
| Watershed Private Wealth LLC | 0.15% | No change | 4,000 | $388K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,919 | $380K |
| Thrivent Financial for Lutherans | 0.00% | Add +10.3% | 4,045 | $380K |
| Beverly Hills Private Wealth, LLC | 0.08% | Add +71.9% | 3,912 | $380K |
| Onex Canada Asset Management Inc. | 0.05% | Reduce -14.7% | 3,910 | $379K |
| Nwam LLC | 0.02% | Reduce -13.0% | 3,876 | $376K |
| Nexus Investment Management ULC | 0.04% | Reduce -76.3% | 3,854 | $373K |
| Fifth Third Bancorp | 0.00% | Add +93.5% | 3,840 | $373K |
| Quilter Plc | 0.01% | No change | 3,770 | $366K |
| AE Wealth Management LLC | 0.00% | New | 3,755 | $364K |
| PDS Planning, Inc | 0.03% | Add +8.9% | 3,747 | $364K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 3,675 | $357K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.3% | 3,601 | $349K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 3,558 | $345K |
| Bleakley Financial Group, LLC | 0.01% | New | 3,553 | $345K |
| MAI Capital Management | 0.00% | New | 3,542 | $344K |
| Puzo Michael J | 0.10% | No change | 3,500 | $340K |
| Keudell/Morrison Wealth Management | 0.09% | New | 3,461 | $336K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.0% | 3,399 | $330K |
| Five Oceans Advisors | 0.15% | New | 3,366 | $327K |
| Procyon Advisors, LLC | 0.02% | New | 3,351 | $325K |
| Vantage Financial Partners, LLC | 0.08% | Add +0.1% | 3,321 | $322K |
| Stephens Inc. | 0.00% | New | 3,296 | $320K |
| Brighton Jones LLC | 0.01% | Reduce -3.4% | 3,271 | $317K |
| Ballentine Partners, LLC | 0.01% | Add +10.9% | 3,242 | $315K |
| FineMark National Bank & Trust | 0.01% | Reduce -63.7% | 3,240 | $314K |
| Cwm, LLC | 0.00% | Add +144.2% | 3,219 | $312K |
| Caprock Group, LLC | 0.01% | Add +4.6% | 3,185 | $309K |
| Baskin Financial Services Inc. | 0.02% | No change | 3,172 | $308K |
| Murphy & Mullick Capital Management Corp | 0.28% | — | 3,108 | $302K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 3,094 | $300K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,079 | $299K |
| AQR Capital Management | 0.00% | New | 3,069 | $298K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,040 | $295K |
| Savant Capital, LLC | 0.00% | Reduce -35.9% | 3,037 | $295K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.7% | 3,035 | $295K |
| Diversified Trust Co. | 0.01% | Add +0.2% | 3,025 | $294K |
| Lantz Financial LLC | 0.08% | New | 3,020 | $293K |
| Cherokee Insurance Co | 0.13% | — | 3,005 | $292K |
| WoodTrust Financial Corp | 0.04% | Add +10.1% | 2,988 | $290K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.1% | 2,991 | $290K |
| HB Wealth Management, LLC | 0.00% | New | 2,936 | $285K |
| Enterprise Bank & Trust Co | 0.09% | No change | 2,920 | $283K |
| Davis-Rea LTD. | 0.14% | No change | 2,925 | $283K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.6% | 2,865 | $278K |
| Magnus Financial Group LLC | 0.03% | No change | 2,857 | $277K |
| Park Place Capital Corp | 0.08% | New | 2,824 | $274K |
| Parallel Advisors, LLC | 0.01% | Add +8.0% | 2,802 | $272K |
| Cozad Asset Management Inc. | 0.03% | Reduce -3.7% | 2,797 | $271K |
| Argent Trust Co | 0.01% | New | 2,792 | $271K |
| Thompson Investment Management, Inc. | 0.04% | Reduce -7.7% | 2,758 | $268K |
| Smith, Moore & Co. | 0.02% | No change | 2,758 | $268K |
| Lindbrook Capital, LLC | 0.02% | Add +6.0% | 2,745 | $266K |
| First Merchants Corp. | 0.01% | New | 2,716 | $264K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.8% | 2,715 | $263K |
| Evelyn Partners Investment Management LLP | 0.01% | — | 2,700 | $262K |
| Medallion Wealth Advisors, LLC | 0.13% | — | 2,701 | $260K |
| Arkos Global Advisors | 0.04% | No change | 2,672 | $259K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.4% | 2,651 | $257K |
| Fielder Capital Group LLC | 0.08% | No change | 2,643 | $257K |
| Hilltop Holdings Inc. | 0.02% | New | 2,603 | $253K |
| Doliver Advisors, LP | 0.07% | Reduce -1.7% | 2,597 | $252K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,578 | $250K |
| Old National Bancorp | 0.01% | No change | 2,558 | $248K |
| CVA Family Office, LLC | 0.04% | No change | 2,525 | $245K |
| Checchi Capital Advisers, LLC | 0.02% | New | 2,516 | $244K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,500 | $243K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Add +1.2% | 2,444 | $237K |
| North Star Investment Management Corp. | 0.02% | Reduce -0.1% | 2,389 | $232K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 2,363 | $229K |
| Glenmede Trust Co. NA | 0.00% | New | 2,342 | $227K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,336 | $227K |
| Patten & Patten Inc. | 0.01% | No change | 2,328 | $226K |
| Park National Corp. | 0.01% | Reduce -2.5% | 2,325 | $226K |
| Townsquare Capital LLC | 0.00% | New | 2,310 | $224K |
| Wrapmanager Inc. | 0.06% | New | 2,310 | $224K |
| Trifecta Capital Advisors, LLC | 0.04% | Reduce -14.0% | 2,300 | $223K |
| Townsend & Associates, Inc | 0.02% | No change | 2,225 | $223K |
| Operose Advisors LLC | 0.08% | Reduce -34.2% | 2,293 | $223K |
| West Family Investments, Inc. | 0.08% | Reduce -4.1% | 2,277 | $221K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,269 | $220K |
| Curi Capital, LLC | 0.01% | No change | 2,264 | $220K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -8.4% | 2,236 | $217K |
| Annex Advisory Services, LLC | 0.01% | Reduce -20.6% | 2,232 | $217K |
| Intrust Bank NA | 0.02% | New | 2,229 | $216K |
| Bogart Wealth, LLC | 0.01% | No change | 2,202 | $214K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 2,200 | $214K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -4.0% | 2,185 | $212K |
| Schechter Investment Advisors, LLC | 0.02% | New | 2,182 | $212K |
| Choreo, LLC | 0.00% | New | 2,128 | $206K |
| Triasima Portfolio Management inc. | 0.04% | New | 2,115 | $205K |
| FDx Advisors, Inc. | 0.06% | New | 2,099 | $204K |
| Firestone Capital Management | 0.05% | New | 2,100 | $204K |
| First Affirmative Financial Network | 0.12% | Reduce -15.7% | 2,096 | $203K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,095 | $203K |
| Avant Financial Advisors LLC | 0.19% | — | 2,080 | $202K |
| Riverpoint Wealth Management Holdings, LLC | 0.05% | New | 2,075 | $201K |
| Bluespring Wealth Management, LLC | 0.02% | New | 2,065 | $200K |
| Investors Research Corp | 0.04% | Reduce -5.6% | 2,037 | $198K |
| Oarsman Capital, Inc. | 0.03% | Reduce -5.7% | 1,998 | $194K |
| Geneos Wealth Management Inc. | 0.01% | New | 1,970 | $191K |
| Allworth Financial LP | 0.00% | Add +27.6% | 1,707 | $171K |
| Cromwell Holdings LLC | 0.10% | No change | 1,739 | $169K |
| Pinney & Scofield, Inc. | 0.12% | — | 1,700 | $165K |
| Macquarie Group Ltd. | 0.00% | No change | 1,624 | $157K |
| GAMMA Investing LLC | 0.01% | No change | 1,570 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.1% | 1,514 | $147K |
| Caldwell Trust Co | 0.02% | No change | 1,500 | $146K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -29.3% | 1,499 | $145K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,490 | $145K |
| Studio Investment Management LLC | 0.03% | Reduce -10.8% | 1,488 | $144K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Add +473.7% | 1,595 | $137K |
| Webster Bank, N. A. | 0.01% | No change | 1,400 | $136K |
| Cyrus J. Lawrence, LLC | 0.03% | No change | 1,400 | $135K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.5% | 1,333 | $129K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,330 | $129K |
| Compass Wealth Management LLC | 0.03% | No change | 1,240 | $120K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.7% | 1,177 | $114K |
| GeoWealth Management, LLC | 0.00% | Add +2038.9% | 1,155 | $112K |
| Retirement Wealth Solutions LLC | 0.09% | — | 1,086 | $106K |
| Winthrop Capital Management, LLC | 0.03% | No change | 1,058 | $103K |
| Mather Group, Llc. | 0.00% | No change | 1,055 | $102K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +110.2% | 1,051 | $102K |
| Rhumbline Advisers | 0.00% | Add +16.2% | 1,049 | $102K |
| Hexagon Capital Partners LLC | 0.02% | Add +35.3% | 1,047 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +172.1% | 1,045 | $101K |
| Tompkins Financial Corp. | 0.01% | No change | 1,000 | $97K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,000 | $97K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 980 | $95K |
| Principal Securities, Inc. | 0.00% | Add +180.9% | 969 | $94K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 960 | $93K |
| Trust Co. of Vermont | 0.00% | Reduce -75.1% | 901 | $87K |
| Whittier Trust Co. | 0.00% | Reduce -17.6% | 900 | $87K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +3.2% | 879 | $85K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -11.0% | 864 | $84K |
| Private Trust Co. NA | 0.01% | Add +246.0% | 858 | $83K |
| Bray Capital Advisors | 0.02% | No change | 800 | $78K |
| McGlone Suttner Wealth Management, Inc. | 0.01% | New | 788 | $76K |
| Ridgewood Investments LLC | 0.04% | No change | 772 | $75K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -8.3% | 736 | $71K |
| Tacita Capital Inc | 0.05% | No change | 737 | $71K |
| Olistico Wealth, LLC | 0.04% | No change | 700 | $68K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +47.5% | 680 | $66K |
| Montag & Caldwell, LLC | 0.01% | New | 617 | $60K |
| First Horizon Advisors, Inc. | 0.00% | Add +140.9% | 612 | $59K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $58K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $53K |
| Grove Bank & Trust | 0.01% | Reduce -10.1% | 510 | $49K |
| JNBA Financial Advisors | 0.01% | No change | 500 | $49K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | — | 500 | $49K |
| Huntington National Bank | 0.00% | No change | 491 | $48K |
| Rothschild Investment LLC | 0.00% | Add +1.0% | 487 | $47K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.2% | 439 | $43K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 400 | $40K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 405 | $39K |
| Vision Financial Markets LLC | 0.04% | — | 400 | $39K |
| Dunhill Financial, LLC | 0.02% | New | 400 | $39K |
| Crewe Advisors LLC | 0.01% | No change | 400 | $39K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +29.6% | 350 | $34K |
| Winch Advisory Services, LLC | 0.01% | No change | 350 | $34K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -98.9% | 341 | $33K |
| IAG Wealth Partners, LLC | 0.01% | No change | 335 | $33K |
| Addison Advisors LLC | 0.01% | Add +282.8% | 333 | $32K |
| IFP Advisors, Inc | 0.00% | Add +179.5% | 313 | $30K |
| Bank & Trust Co | 0.02% | No change | 263 | $26K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 259 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 240 | $24K |
| Avior Wealth Management, LLC | 0.00% | No change | 218 | $21K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.5% | 198 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -35.7% | 198 | $19K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 190 | $18K |
| WFA Asset Management Corp | 0.01% | No change | 181 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 178 | $17K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -16.0% | 173 | $17K |
| Sierra Ocean, LLC | 0.01% | — | 153 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +6.7% | 143 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 139 | $13K |
| CoreCap Advisors, LLC | 0.00% | Add +130.5% | 136 | $13K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -33.3% | 130 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 129 | $13K |
| Blue Trust, Inc. | 0.00% | Reduce -81.1% | 126 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 125 | $12K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 122 | $12K |
| MCF Advisors LLC | 0.00% | No change | 110 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 100 | $10K |
| Pineridge Advisors LLC | 0.00% | No change | 96 | $9K |
| SouthState Bank Corp | 0.00% | New | 96 | $9K |
| Hemington Wealth Management | 0.00% | Reduce -5.0% | 95 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -97.8% | 83 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -89.4% | 78 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -85.7% | 79 | $8K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 75 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 71 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 65 | $6K |
| Penserra Capital Management LLC | 0.00% | No change | 63 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +34.9% | 58 | $6K |
| ORG Partners LLC | 0.00% | New | 59 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 56 | $5K |
| McIlrath & Eck, LLC | 0.00% | Reduce -65.6% | 55 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 53 | $5K |
| Financial Avengers, Inc. | 0.00% | No change | 50 | $5K |
| Stonebridge Financial Group, LLC | 0.00% | — | 50 | $5K |
| Financial Perspectives, Inc | 0.00% | Add +2.2% | 47 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +7.0% | 46 | $4K |
| Capital A Wealth Management, LLC | 0.01% | — | 44 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 43 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 40 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 39 | $4K |
| NewSquare Capital LLC | 0.00% | New | 38 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 32 | $3K |
| Optiver Holding B.V. | 0.00% | New | 28 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 24 | $2K |
| Sandy Spring Bank | 0.00% | No change | 23 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $2K |
| Colonial Trust Co / SC | 0.00% | New | 16 | $2K |
| Arax Advisory Partners | 0.00% | No change | 14 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +140.0% | 12 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -97.1% | 12 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 9 | $873 |
| Lanark Financial, Inc. | 0.03% | — | 3 | $356 |
| High Note Wealth, LLC | 0.00% | New | 3 | $291 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2 | $195 |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.