McKessonMCK

13F holders, Q1 2025 (March 31)
1,756holders +85
195new positions
110sold out
9famous investors
$672.95avg. 13F price*

At the end of Q1 2025, 1,756 institutions reported holding McKesson Corp. (MCK) in their 13F filings, up 85 from Q4 2024. 195 opened new positions and 110 sold out. The largest holders were Vanguard Group Inc. ($8.0B), BlackRock, Inc. ($7.3B) and State Street Corp. ($3.8B). 9 famous investors held it, including Cliff Asness (0.7% of AQR Capital Management's portfolio), Ray Dalio (0.5% of Bridgewater Associates's portfolio) and George Soros (0.3% of Soros Fund Management's portfolio).

Company
McKesson Corp.
Sector
Health Care
CUSIP
58155Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,565Q1 2024Q2 2024: 1,633Q2 2024Q3 2024: 1,548Q3 2024Q4 2024: 1,671Q4 2024Q1 2025: 1,756Q1 2025Q2 2025: 1,792Q2 2025Q3 2025: 1,835Q3 2025Q4 2025: 2,004Q4 2025Q1 2026: 2,049Q1 2026Q2 2026: 2,021Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions195$1.2B
Exits110$566.2M

All 13F filers, Q4 2024 → Q1 2025: 7,753,035 shares bought and 7,062,265 shares sold, net +690,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,756 holders

Vanguard Group Inc. 0.14% Reduce -0.4% 11,839,804 $8.0B
BlackRock, Inc. 0.15% Add +4.3% 10,889,306 $7.3B
State Street Corp. 0.16% Reduce -0.3% 5,693,458 $3.8B
Massachusetts Financial Services Co. 1.03% Reduce -2.5% 4,603,533 $3.1B
JPMorgan Chase & Co. 0.23% Add +3.1% 4,486,154 $3.0B
T. Rowe Price Investment Management, Inc. 1.26% Reduce -0.6% 2,831,365 $1.9B
Franklin Resources Inc. 0.54% Add +3.5% 2,711,396 $1.8B
Geode Capital Management, LLC 0.14% Add +1.7% 2,708,500 $1.8B
Morgan Stanley 0.12% Add +0.1% 2,406,384 $1.6B
Royal Bank of Canada 0.28% Reduce -0.5% 1,826,354 $1.2B
Norges Bank 0.17% Reduce -16.2% 1,765,736 $1.2B
FMR LLC 0.07% Reduce -36.6% 1,614,003 $1.1B
Bank of America Corp. 0.10% Add +6.1% 1,610,254 $1.1B
Northern Trust Corp. 0.15% Add +0.7% 1,542,382 $1.0B
Boston Partners 1.19% Add +33.3% 1,461,785 $984.9M
T. Rowe Price Associates Inc. 0.11% Add +9.1% 1,290,116 $868.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.22% Add +16.5% 1,284,881 $864.7M
Nordea Investment Management AB 0.77% Add +11.6% 1,089,007 $732.8M
WCM Investment Management, LLC 1.86% Add +0.1% 1,082,640 $723.3M
Invesco Ltd. 0.14% Add +0.7% 1,061,744 $714.5M
AQR Capital Management 0.66% Add +3.5% 954,710 $642.5M
Legal & General Group Plc 0.17% Reduce -6.3% 915,407 $616.1M
Alliancebernstein L.P. 0.22% Add +5.9% 905,629 $609.5M
Bank of New York Mellon Corp 0.12% Reduce -6.0% 895,060 $602.4M
Charles Schwab Investment Management Inc. 0.11% Add +3.0% 859,057 $578.1M
Arrowstreet Capital, Limited Partnership 0.43% Reduce -14.9% 790,476 $532.0M
TD Asset Management Inc 0.49% Add +25.6% 783,405 $527.2M
Goldman Sachs Group Inc. 0.10% Reduce -6.0% 755,144 $508.2M
Nuveen, LLC 0.14% — 706,155 $475.2M
Amundi 0.17% Add +3.5% 660,196 $473.3M
Janus Henderson Group PLC 0.26% Add +14.7% 702,340 $469.1M
UBS Group AG 0.10% Add +10.8% 650,611 $437.9M
Voya Investment Management LLC 0.57% Add +92.3% 650,851 $437.8M
Swedbank AB 0.57% Reduce -1.7% 639,408 $430.3M
Manufacturers Life Insurance Company, The 0.40% Add +0.3% 626,284 $421.5M
California Public Employees Retirement System 0.29% Reduce -3.5% 608,288 $409.4M
Holocene Advisors, LP 1.16% New 585,331 $393.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.45% Add +1252.1% 572,484 $385.3M
Bessemer Group Inc. 0.67% Reduce -0.7% 558,081 $375.6M
Farallon Capital Management, L.L.C. 2.00% Reduce -9.5% 552,500 $371.8M
Deutsche Bank AG 0.14% Reduce -29.1% 532,460 $358.3M
Jacobs Levy Equity Management, Inc. 1.39% Reduce -14.5% 521,314 $350.8M
Carmignac Gestion 5.15% Reduce -0.4% 465,876 $313.5M
Wells Fargo & Company 0.07% Add +9.6% 430,323 $289.6M
Wellington Management Group LLP 0.06% Add +4559.6% 427,703 $287.8M
Ameriprise Financial Inc. 0.08% Add +19.9% 416,012 $280.0M
Barclays PLC 0.13% Add +119.3% 409,356 $275.5M
Clearbridge Investments, LLC 0.24% Add +4.5% 408,907 $275.2M
Marshall Wace, LLP 0.36% Add +9.1% 391,651 $263.6M
Scharf Investments, LLC 7.75% Reduce -2.3% 380,950 $256.4M
Acadian Asset Management LLC 0.72% Add +22.0% 378,926 $255.0M
Dimensional Fund Advisors LP 0.06% Reduce -0.7% 375,086 $252.4M
Bank of Montreal 0.13% Add +18.4% 369,197 $248.5M
Mackenzie Financial Corp. 0.34% Reduce -5.5% 358,258 $241.1M
Swiss National Bank 0.17% Reduce -2.3% 358,050 $241.0M
Victory Capital Management Inc. 0.24% Add +28.9% 342,352 $230.4M
Brandes Investment Partners, LP 2.25% Reduce -7.8% 329,048 $221.4M
Two Sigma Investments, LP 0.50% Add +97.8% 325,934 $219.4M
National Pension Service 0.21% Add +3.4% 323,201 $217.5M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -2.1% 313,920 $211.3M
Russell Investments Group, Ltd. 0.29% Add +8.1% 308,235 $207.4M
Two Sigma Advisers, LP 0.45% Add +130.6% 295,183 $198.7M
SurgoCap Partners LP 9.78% Reduce -42.2% 294,137 $198.0M
Caisse de depot et placement du Quebec 0.40% Reduce -46.5% 285,012 $191.8M
Principal Financial Group Inc. 0.11% Reduce -0.2% 284,168 $191.2M
Envestnet Asset Management Inc. 0.06% Add +4.0% 282,844 $190.4M
Voloridge Investment Management, LLC 0.68% Reduce -36.9% 271,650 $182.8M
Rhumbline Advisers 0.16% Reduce 0.0% 258,238 $173.8M
HSBC Holdings PLC 0.11% Reduce -12.8% 251,578 $169.0M
Raymond James Financial Inc. 0.06% Add +11.6% 250,821 $168.8M
New York State Common Retirement Fund 0.24% Reduce -0.1% 239,962 $161.5M
Assenagon Asset Management S.A. 0.28% Reduce -5.8% 236,832 $159.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +10.8% 226,429 $152.4M
DekaBank Deutsche Girozentrale 0.29% Reduce -1.7% 223,717 $148.7M
Adage Capital Partners Gp, L.L.C. 0.27% Add +14.2% 218,130 $146.8M
Handelsbanken Fonder AB 0.60% Add +272.5% 215,869 $145.3M
California State Teachers Retirement System 0.17% Reduce -1.9% 209,777 $141.2M
1832 Asset Management L.P. 0.27% New 209,130 $140.7M
Natixis Advisors, LLC 0.26% Add +0.7% 209,031 $140.7M
Macquarie Group Ltd. 0.17% Add +1.5% 208,692 $140.4M
Nomura Asset Management Co. Ltd. 0.43% Add +4.3% 206,603 $139.0M
BNP Paribas Financial Markets 0.11% Add +7.9% 203,687 $137.1M
CANADA LIFE ASSURANCE Co 0.23% Reduce -0.2% 195,972 $132.2M
LSV Asset Management 0.31% Reduce -43.4% 194,740 $131.1M
Qube Research & Technologies Ltd 0.20% Add +8.8% 189,892 $127.8M
FIL Ltd 0.12% Add +0.1% 184,650 $124.3M
STRS Ohio 0.52% Add +2.0% 183,476 $123.5M
Wealth Enhancement Advisory Services, LLC 0.24% Add +4.3% 183,258 $123.3M
Corient Private Wealth LP 0.20% Reduce -3.7% 180,718 $121.6M
Robeco Institutional Asset Management B.V. 0.23% Reduce -23.2% 177,669 $119.6M
National Bank of Canada 0.14% Add +129.8% 177,384 $119.4M
Bristol Gate Capital Partners Inc. 5.66% Add +0.5% 172,281 $115.9M
Schroder Investment Management Group 0.12% Add +107.2% 171,690 $115.5M
Man Group plc 0.35% Reduce -33.5% 170,870 $115.0M
TrinityBridge Ltd 3.17% New 163,915 $110.4M
Bridgewater Associates 0.49% Reduce -52.6% 156,212 $105.1M
LPL Financial LLC 0.04% Add +12.8% 155,946 $105.0M
TCW Group Inc. 0.93% Add +7.4% 155,008 $104.3M
Danica Pension, Livsforsikringsaktieselskab 2.04% New 153,500 $103.3M
Capital International Investors 0.02% Add +0.4% 148,498 $99.9M
Sei Investments Co. 0.13% Add +7.0% 144,807 $97.5M
Citigroup Inc. 0.07% Add +107.8% 140,058 $94.3M
First Trust Advisors LP 0.08% Add +174.3% 139,186 $93.7M
Haverford Trust Co 0.93% Reduce -1.7% 137,950 $92.8M
Railway Pension Investments Ltd 1.32% Reduce -0.4% 137,922 $92.8M
Commerce Bank 0.59% Reduce -1.4% 137,691 $92.7M
Worldquant Millennium Advisors LLC 0.58% Reduce -9.1% 137,575 $92.6M
Storebrand Asset Management As 0.30% Reduce -4.8% 134,866 $90.8M
Atalanta Sosnoff Capital, LLC 2.11% Add +78.9% 131,157 $88.3M
Allianz Asset Management GmbH 0.13% Reduce -61.9% 131,107 $88.2M
Prudential Financial Inc. 0.12% Reduce -10.9% 128,976 $86.8M
Tredje AP-fonden 0.80% Add +9.3% 127,444 $85.8M
Neuberger Berman Group LLC 0.07% Add +98.6% 125,294 $84.3M
State Board of Administration of Florida Retirement System 0.17% Add +0.1% 124,768 $84.0M
Millennium Management 0.08% Reduce -29.2% 124,566 $83.8M
KBC Group NV 0.26% Reduce -9.2% 123,507 $83.1M
APG Asset Management N.V. 0.26% Reduce -9.0% 132,644 $82.6M
Candriam S.C.A. 0.51% Add +13.6% 121,403 $81.7M
Anchor Capital Advisors LLC 2.44% Reduce -4.2% 121,369 $81.7M
Aviva PLC 0.20% Add +11.7% 121,277 $81.6M
Clark Capital Management Group, Inc. 0.57% Add +0.5% 117,661 $79.2M
Mitsubishi UFJ Trust & Banking Corp 0.20% Reduce -3.2% 115,660 $77.8M
Korea Investment CORP 0.19% Add +2.5% 115,296 $77.6M
Ensign Peak Advisors, Inc 0.14% Add +5.1% 112,033 $75.4M
Meyer Handelman Co. 2.57% Reduce -1.5% 109,612 $73.8M
PNC Financial Services Group, Inc. 0.04% Add +10.4% 106,030 $71.4M
Public Sector Pension Investment Board 0.31% Add +571.3% 105,212 $70.8M
New York State Teachers Retirement System 0.16% Reduce -6.9% 103,329 $69.5M
PFM Health Sciences, LP 5.18% No change 97,498 $65.6M
Cornerstone Investment Partners, LLC 3.17% Add +10.8% 97,266 $65.5M
Pictet Asset Management Holding SA 0.07% Add +0.9% 94,099 $63.3M
Mediolanum International Funds Ltd 0.88% Add +46.5% 94,497 $63.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -6.0% 92,315 $62.1M
Sands Capital Management, LLC 0.21% New 91,750 $61.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.46% — 91,400 $61.5M
Panagora Asset Management Inc. 0.31% Reduce -9.1% 91,021 $61.3M
Skandinaviska Enskilda Banken AB (publ) 0.30% Reduce -15.5% 90,065 $60.6M
ING Groep NV 0.42% Reduce -11.2% 88,953 $59.9M
US Bancorp \de 0.08% Reduce -3.5% 85,759 $57.7M
Zurich Insurance Group Ltd 0.46% New 85,101 $57.3M
Becker Capital Management Inc. 1.86% Reduce -0.9% 83,948 $56.6M
Lord, Abbett & Co. LLC 0.21% Add +1.1% 83,947 $56.5M
Ninety One UK Ltd 0.15% Reduce -33.7% 82,546 $55.6M
Glenview Capital Management, LLC 1.36% Reduce -46.0% 81,852 $55.1M
Employees Retirement System of Texas 0.60% Reduce -1.1% 81,300 $54.7M
Mariner, LLC 0.09% Add +3.3% 79,104 $53.2M
D. E. Shaw & Co. 0.07% Reduce -68.1% 77,697 $52.3M
State of Wisconsin Investment Board 0.13% Reduce -11.3% 76,236 $51.3M
Oribel Capital Management, LP 6.33% New 75,700 $50.9M
Segall Bryant & Hamill, LLC 0.78% Reduce -7.0% 75,507 $50.8M
HighTower Advisors, LLC 0.07% Add +2.0% 73,868 $49.7M
Truist Financial Corp. 0.08% Add +3.2% 73,030 $49.1M
Focus Partners Wealth 0.12% Add +3.3% 71,558 $48.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -37.4% 71,085 $47.8M
Teacher Retirement System of Texas 0.20% Reduce -50.1% 70,792 $47.6M
Jane Street Group, LLC 0.09% Reduce -66.6% 70,531 $47.5M
Great Lakes Advisors, LLC 0.42% Reduce -3.0% 69,798 $47.0M
Royal London Asset Management Ltd. 0.11% Add +12.3% 69,308 $46.6M
CIBC Asset Management Inc 0.15% Reduce -2.5% 69,035 $46.4M
Main Street Research LLC 3.02% Add +1.3% 68,656 $46.3M
Aberdeen Group plc 0.09% Reduce -61.0% 68,338 $45.8M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -1.3% 66,217 $44.6M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +523.0% 64,794 $43.6M
Public Employees Retirement System of Ohio 0.15% Reduce -6.0% 63,298 $42.6M
Creative Planning 0.04% Add +2.9% 63,073 $42.4M
Van Eck Associates Corp. 0.06% Reduce -5.1% 63,052 $42.4M
Federation des caisses Desjardins du Quebec 0.21% Reduce -5.5% 61,752 $41.6M
Burney Co./ 1.51% Reduce -0.6% 61,722 $41.5M
Lido Advisors, LLC 0.25% Add +4.3% 61,612 $41.5M
Renaissance Group LLC 1.78% Add +0.2% 59,883 $40.3M
Asset Management One Co., Ltd. 0.14% Reduce -4.4% 59,665 $40.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +3.8% 59,277 $39.9M
Zuckerman Investment Group, LLC 4.24% Reduce -4.7% 58,691 $39.5M
Treasurer of the State of North Carolina 0.16% Reduce -13.3% 58,115 $39.1M
KLP Kapitalforvaltning As 0.19% Add +1.6% 57,810 $38.9M
Vontobel Holding Ltd. 0.14% Reduce -8.3% 57,824 $38.9M
Commonwealth Equity Services, LLC 0.05% Add +10.5% 57,590 $38.8M
Todd Asset Management LLC 0.90% Add +48.0% 56,849 $38.3M
Cerity Partners LLC 0.08% Add +26.0% 56,606 $38.1M
Achmea Investment Management B.V. 0.55% Add +14.2% 56,375 $37.9M
Danske Bank A/S 0.12% Reduce -27.0% 56,209 $37.8M
Resona Asset Management Co.,Ltd. 0.21% Add +4.6% 54,797 $36.8M
Signature Estate & Investment Advisors LLC 0.97% Reduce -47.0% 54,736 $36.8M
O'shaughnessy Asset Management, LLC 0.29% Add +6.7% 54,348 $36.6M
Federated Hermes, Inc. 0.08% Add +39.6% 54,093 $36.4M
Rathbones Group PLC 0.17% Add +89.6% 52,826 $35.6M
Nisa Investment Advisors, LLC 0.18% Reduce -45.6% 52,425 $35.3M
Allspring Global Investments Holdings, LLC 0.06% Reduce -20.0% 51,474 $34.7M
Stifel Financial Corp. 0.04% Add +7.9% 51,187 $34.5M
Alyeska Investment Group, L.P. 0.14% New 50,883 $34.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.41% Add +25.4% 50,853 $34.2M
State of Tennessee, Department of Treasury 0.13% Add +2.5% 50,227 $33.8M
Polar Capital Holdings Plc 0.21% Reduce -14.4% 49,886 $33.6M
Smith Group Asset Management, LLC 2.51% Add +5.0% 49,692 $33.4M
Susquehanna Fundamental Investments, LLC 0.56% Add +1.9% 49,509 $33.3M
Los Angeles Capital Management LLC 0.15% Add +2482.4% 49,194 $33.1M
Mn Services Vermogensbeheer B.V. 0.25% Reduce -7.0% 48,900 $32.9M
Horiko Capital Management LLC 9.68% Add +4.9% 48,903 $32.9M
Wedge Capital Management L L P 0.63% Add +2.8% 48,515 $32.7M
Toronto Dominion Bank 0.08% Reduce -13.4% 47,887 $32.2M
8 Knots Management, LLC 4.03% Reduce -52.1% 47,446 $31.9M
Rhenman & Partners Asset Management AB 3.65% Add +38.4% 47,217 $31.8M
Teachers Retirement System of the State of Kentucky 0.29% Add +36.2% 47,122 $31.7M
Northwest & Ethical Investments L.P. 0.86% Add +20.0% 47,054 $31.7M
DNB Asset Management AS 0.15% Add +26.3% 47,027 $31.6M
Janney Montgomery Scott LLC 0.09% Add +5.7% 46,811 $31.5M
Advisors Capital Management, LLC 0.49% Add +1.7% 46,724 $31.4M
BNP Paribas 1.30% Add +7.0% 46,509 $31.3M
State of New Jersey Common Pension Fund D 0.13% Reduce -11.0% 42,483 $28.6M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Reduce -50.9% 42,254 $28.4M
Squarepoint Ops LLC 0.07% Reduce -54.6% 41,917 $28.2M
Intech Investment Management LLC 0.29% Add +39.8% 41,702 $28.1M
Clifford Swan Investment Counsel LLC 1.03% Reduce -1.2% 41,241 $27.8M
Ilmarinen Mutual Pension Insurance Co 0.24% No change 40,428 $27.2M
Forsta Ap-Fonden 0.21% Reduce -5.8% 40,247 $27.1M
AXA S.A. 0.09% Reduce -24.8% 40,132 $27.0M
Captrust Financial Advisors 0.07% Add +6.5% 39,697 $26.7M
Florida Trust Wealth Management Co 0.84% Add +1.0% 38,614 $26.0M
Muhlenkamp & Co. Inc. 8.50% Reduce -0.2% 38,589 $26.0M
UniSuper Management Pty Ltd 0.19% Reduce -0.0% 38,517 $25.9M
Fred Alger Management, LLC 0.15% Add +1131.7% 38,072 $25.6M
Arizona State Retirement System 0.16% Add +1.6% 37,943 $25.5M
Cetera Investment Advisers 0.05% Add +11.4% 37,515 $25.2M
Steigerwald, Gordon & Koch Inc. 2.81% Reduce -0.3% 37,361 $25.1M
Baird Financial Group, Inc. 0.05% Add +5.9% 36,175 $24.3M
Martingale Asset Management L P 0.62% Add +4.8% 35,986 $24.2M
Braun Stacey Associates Inc. 0.99% Reduce -7.2% 35,962 $24.2M
Credit Agricole S A 0.09% Add +136.6% 35,666 $24.0M
Private Wealth Partners, LLC 1.97% Reduce -2.1% 35,257 $23.7M
MetLife Investment Management, LLC 0.13% Reduce -3.2% 34,966 $23.5M
Thompson Siegel & Walmsley LLC 0.40% Reduce -8.0% 34,838 $23.4M
Sanctuary Advisors, LLC 0.16% Add +21.6% 34,330 $23.1M
Empowered Funds, LLC 0.32% Add +7.5% 33,584 $22.6M
Stanley Capital Management, LLC 4.44% No change 33,500 $22.5M
Distillate Capital Partners LLC 1.14% Reduce -22.5% 33,046 $22.2M
Susquehanna International Group, LLP 0.04% Reduce -46.7% 32,853 $22.1M
M&G PLC 0.14% Add +9.1% 32,663 $22.0M
Payden & Rygel 1.87% Add +5.2% 32,300 $21.7M
Comerica Bank 0.09% Add +3.7% 32,061 $21.6M
King Luther Capital Management Corp. 0.10% Add +2.8% 32,045 $21.6M
Calamos Advisors LLC 0.15% Add +1.3% 31,782 $21.4M
Alaska Permanent Fund Corp 0.30% No change 29,751 $21.2M
Segment Wealth Management, LLC 1.43% Reduce -0.9% 31,349 $21.1M
Ceredex Value Advisors LLC 0.46% New 31,025 $20.9M
Flputnam Investment Management Co. 0.39% Add +1151.2% 30,667 $20.6M
Quantinno Capital Management LP 0.13% Add +52.6% 30,652 $20.6M
Bellevue Group AG 0.46% Add +58.3% 30,580 $20.6M
Corebridge Financial, Inc. 0.12% Reduce -4.4% 30,380 $20.4M
Amalgamated Bank 0.17% Reduce -1.5% 30,006 $20.2M
Xponance LLC 0.19% Add +0.1% 29,613 $19.9M
Point72 (DIFC) Ltd 1.91% Reduce -45.0% 29,500 $19.9M
Suncoast Equity Management 2.23% Add +1.1% 29,365 $19.8M
Schwerin Boyle Capital Management Inc. 2.01% No change 29,020 $19.5M
Ieq Capital, LLC 0.15% Add +37.9% 28,791 $19.4M
Czech National Bank 0.18% Add +4.6% 28,785 $19.4M
Badgley Phelps Wealth Managers, LLC 0.47% Add +0.8% 28,752 $19.4M
M&T Bank Corp 0.07% Reduce -7.4% 28,727 $19.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +6.2% 28,660 $19.3M
Union Bancaire Privee, UBP SA 0.37% Add +423.2% 28,298 $18.8M
Vestor Capital, LLC 1.52% Add +232.8% 27,475 $18.5M
Daiwa Securities Group Inc. 0.08% Add +2.1% 27,441 $18.5M
Tri Locum Partners LP 9.30% New 26,944 $18.1M
Retirement Systems of Alabama 0.07% Reduce -2.0% 26,931 $18.1M
Dana Investment Advisors, Inc. 0.65% Add +3.8% 26,909 $18.1M
MML Investors Services, LLC 0.06% Add +0.5% 26,898 $18.1M
Gotham Asset Management 0.15% Reduce -11.8% 26,770 $18.0M
Natixis 0.11% Reduce -26.9% 26,611 $17.8M
EP Wealth Advisors, LLC 0.14% Add +1.4% 26,502 $17.8M
Firetrail Investments PTY Ltd. 5.13% Add +3.7% 25,878 $17.6M
Pathstone Holdings, LLC 0.08% Add +0.4% 25,955 $17.5M
Osaic Holdings, Inc. 0.04% Reduce -39.4% 25,823 $17.4M
Wealthfront Advisers LLC 0.05% Add +38.5% 25,470 $17.1M
Varma Mutual Pension Insurance Co 0.15% Reduce -10.3% 25,253 $17.0M
Applied Finance Capital Management, LLC 1.25% Reduce -54.5% 25,155 $16.9M
Daiichi Life Insurance Co., Ltd. 0.49% Add +25.3% 24,955 $16.8M
Investment Management Associates Inc. 6.85% Reduce -5.8% 24,875 $16.7M
Mercer Global Advisors Inc. 0.04% Reduce -15.5% 24,453 $16.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -2.2% 24,279 $16.3M
Transform Wealth, LLC 0.98% Add +0.4% 23,919 $16.1M
Moran Wealth Management, LLC 0.54% Add +0.7% 23,646 $15.9M
HRT Financial LP 0.10% Reduce -52.5% 23,494 $15.8M
IFM Investors Pty Ltd 0.17% Reduce -0.7% 23,404 $15.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -3.0% 23,253 $15.6M
PGGM Investments 0.21% Reduce -15.6% 23,145 $15.6M
State of Alaska, Department of Revenue 0.18% Add +0.9% 23,141 $15.6M
Cookson Peirce & Co. Inc. 0.78% New 23,087 $15.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +18.9% 23,033 $15.5M
Rockefeller Capital Management L.P. 0.04% Add +14.9% 22,972 $15.5M
OP Asset Management Ltd 0.26% — 22,782 $15.3M
Crossmark Global Holdings, Inc. 0.27% Reduce -29.1% 22,619 $15.2M
Raiffeisen Bank International AG 0.24% Reduce -5.2% 22,471 $15.0M
USS Investment Management Ltd 0.11% Add +0.1% 22,103 $14.9M
Parkman Healthcare Partners LLC 1.76% Reduce -3.9% 22,101 $14.9M
Inlet Private Wealth, LLC 3.86% Reduce -0.2% 22,075 $14.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.83% Add +15.2% 21,932 $14.8M
Lynwood Price Capital Management LP 8.37% Add +73.0% 21,800 $14.7M
Verition Fund Management LLC 0.09% Add +29.0% 21,457 $14.4M
Scotia Capital Inc. 0.08% Reduce -3.7% 21,400 $14.4M
Culbertson A N & Co. Inc. 2.26% Reduce -1.2% 21,060 $14.2M
Utah Retirement Systems 0.16% Reduce -2.2% 21,015 $14.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +20.2% 21,068 $14.1M
Heritage Investors Management Corp. 0.48% Reduce -2.7% 20,642 $13.9M
Yousif Capital Management, LLC 0.16% Reduce -0.2% 20,434 $13.8M
ProShare Advisors LLC 0.03% Reduce -12.3% 20,339 $13.7M
First Horizon Advisors, Inc. 0.38% Reduce -10.5% 20,055 $13.5M
Canada Pension Plan Investment Board 0.01% Reduce -70.1% 19,451 $13.1M
TD Waterhouse Canada Inc. 0.11% Reduce -3.7% 19,407 $13.0M
Artemis Investment Management LLP 0.20% No change 19,239 $12.9M
Heron Bay Capital Management 2.72% Reduce -0.6% 19,206 $12.9M
Spire Wealth Management 0.41% Reduce -2.0% 18,842 $12.7M
QRG Capital Management, Inc. 0.13% Reduce -6.0% 18,800 $12.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.62% Add +142.1% 18,444 $12.4M
Police & Firemen's Retirement System of New Jersey 0.13% Reduce -2.0% 18,444 $12.4M
Castellan Group 3.47% Add +80.0% 18,438 $12.4M
Oak Associates Ltd. 0.92% Reduce -3.6% 18,263 $12.3M
Cibc World Market Inc. 0.03% Reduce -10.4% 18,150 $12.2M
Orion Porfolio Solutions, LLC 0.12% Reduce -7.3% 17,879 $12.0M
Orion Portfolio Solutions, LLC 0.12% Reduce -7.3% 17,879 $12.0M
Thrivent Financial for Lutherans 0.03% Add +0.1% 18,604 $12.0M
Vanguard Personalized Indexing Management, LLC 0.18% Add +8.6% 17,795 $12.0M
GHP Investment Advisors, Inc. 0.57% Add +0.4% 17,528 $11.8M
Public Employees Retirement Association of Colorado 0.05% Reduce -0.7% 17,430 $11.7M
Toth Financial Advisory Corp. 1.39% Add +6.9% 17,183 $11.6M
United Asset Strategies, Inc. 1.07% Add +1.5% 17,106 $11.5M
Foster & Motley Inc. 0.72% Reduce -5.7% 17,106 $11.5M
Elo Mutual Pension Insurance Co 0.26% Add +42.7% 16,890 $11.4M
New York Life Investment Management LLC 0.11% Reduce -1.6% 16,760 $11.3M
Pinebridge Investments, L.P. 0.09% Reduce -75.1% 16,632 $11.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +1.1% 16,530 $11.1M
ASR Vermogensbeheer N.V. 0.16% — 16,506 $11.1M
Evercore Wealth Management, LLC 0.18% Reduce -16.3% 16,466 $11.1M
Greystone Financial Group, LLC 2.01% Add +0.7% 16,433 $11.1M
Aware Super Pty Ltd as trustee of Aware Super 0.19% Reduce -53.9% 16,298 $11.0M
Mutual of America Capital Management LLC 0.12% Reduce -8.2% 16,122 $10.8M
Phoenix Financial Ltd. 0.17% Add +176.1% 16,045 $10.8M
Park National Corp. 0.40% Reduce -4.8% 16,035 $10.8M
Nissay Asset Management Corp. /Japan 0.07% Reduce -0.8% 15,859 $10.7M
Boothbay Fund Management, LLC 0.38% Add +738.6% 15,766 $10.6M
Leuthold Group, LLC 1.38% Reduce -6.4% 15,740 $10.6M
Schonfeld Strategic Advisors LLC 0.07% Reduce -33.9% 15,625 $10.5M
Vest Financial, LLC 0.16% New 15,429 $10.4M
Engineers Gate Manager LP 0.17% Reduce -57.4% 15,393 $10.4M
Swiss Life Asset Management Ltd 0.07% Reduce -37.9% 15,198 $10.2M
Cibc World Markets Corp. 0.08% Reduce -24.7% 15,191 $10.2M
Investment Management Corp of Ontario 0.21% Add +36.0% 15,148 $10.2M
Level Four Advisory Services, LLC 0.42% Add +6.1% 15,027 $10.1M
Soros Fund Management 0.25% New 15,000 $10.1M
NewEdge Advisors, LLC 0.06% Add +7.4% 14,989 $10.1M
Whittier Trust Co. 0.14% Add +0.4% 14,921 $10.0M
Fisher Funds Management LTD 0.24% No change 14,575 $9.8M
Oddo BHF Asset Management Sas 0.40% Add +1.7% 14,494 $9.8M
Trajan Wealth LLC 0.53% Add +5.2% 14,336 $9.6M
LGT Group Foundation 0.13% New 14,325 $9.6M
Patton Albertson Miller Group, LLC 1.42% Reduce -20.0% 14,233 $9.6M
Ingalls & Snyder LLC 0.32% Add +2.8% 14,208 $9.6M
Freestone Capital Holdings, LLC 0.36% Add +2.4% 14,123 $9.5M
Burton Enright Welch 1.93% Reduce -1.2% 14,100 $9.5M
Cumberland Partners Ltd 0.73% Add +77.7% 14,070 $9.5M
Peachtree Investment Partners, LLC 3.74% Add +1.8% 14,058 $9.5M
McKinley Carter Wealth Services, Inc. 0.58% Add +1.5% 13,949 $9.4M
Legacy Private Trust Co. 0.64% Reduce -10.3% 13,917 $9.4M
Kinsale Capital Group, Inc. 2.29% Add +14.6% 13,838 $9.3M
Assetmark, Inc. 0.03% Add +20.8% 13,829 $9.3M
Cwm, LLC 0.04% Add +28.4% 13,822 $9.3M
Generate Investment Management Ltd 0.65% Reduce -25.6% 13,804 $9.3M
ProVise Management Group, LLC 0.78% Add +1.0% 13,735 $9.2M
Haverford Financial Services, Inc. 2.84% Reduce -0.5% 13,695 $9.2M
Advisory Services Network, LLC 0.17% Add +1.0% 13,455 $9.1M
Blair William & Co. 0.03% Reduce -3.7% 13,319 $9.0M
Ritholtz Wealth Management 0.27% Add +1.3% 13,200 $8.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -6.6% 13,177 $8.9M
Zacks Investment Management 0.08% Add +0.2% 13,153 $8.9M
NorthCoast Asset Management LLC 0.04% Add +41.3% 13,143 $8.8M
Bank of Nova Scotia 0.02% Reduce -36.6% 13,140 $8.8M
Beacon Pointe Advisors, LLC 0.10% Add +1.9% 13,007 $8.8M
Atria Investments, Inc 0.11% Add +10.2% 12,959 $8.7M
Avanza Fonder AB 0.28% Reduce -11.0% 12,335 $8.6M
Hennion & Walsh Asset Management, Inc. 0.38% Reduce -16.5% 12,554 $8.4M
Group One Trading LLC 0.35% Reduce -57.1% 12,464 $8.4M
Illinois Municipal Retirement Fund 0.12% Reduce -9.3% 12,335 $8.3M
Argyle Capital Management, LLC 3.08% Reduce -0.8% 12,334 $8.3M
Lockheed Martin Investment Management Co. 0.33% New 12,100 $8.1M
Genus Capital Management Inc. 1.18% — 12,074 $8.1M
Integral Health Asset Management, LLC 0.89% Reduce -65.7% 12,000 $8.1M
Andra AP-fonden 0.13% Reduce -48.0% 11,900 $8.0M
Glenmede Trust Co. NA 0.04% Reduce -5.2% 11,841 $8.0M
American Century Companies Inc. 0.00% Reduce -77.1% 11,823 $8.0M
Ballentine Partners, LLC 0.14% Add +2.4% 11,769 $7.9M
Sterling Capital Management LLC 0.12% Reduce -6.9% 11,767 $7.9M
Martin & Co. Inc. 1.52% Reduce -0.6% 11,728 $7.9M
Tidal Investments LLC 0.07% Add +33.0% 11,668 $7.9M
Rafferty Asset Management, LLC 0.03% Reduce -19.4% 11,605 $7.8M
Rakuten Investment Management, Inc. 0.04% — 11,500 $7.7M
Westpac Banking Corp. 0.56% Reduce -12.5% 11,363 $7.6M
Whittier Trust Co. of Nevada Inc. 0.19% Add +6.6% 11,325 $7.6M
Edgestream Partners, L.P. 0.26% Add +1058.8% 11,252 $7.6M
Wells Trecaso Financial Group, LLC 2.49% Reduce -2.5% 11,089 $7.5M
Goelzer Investment Management, Inc. 0.43% Reduce -0.2% 11,049 $7.4M
Ancora Advisors LLC 0.17% Reduce -1.7% 11,049 $7.4M
Sivik Global Healthcare LLC 4.05% Reduce -26.7% 11,000 $7.4M
Merit Financial Group, LLC 0.11% Add +8.7% 10,935 $7.4M
Oregon Public Employees Retirement Fund 0.14% Reduce -0.8% 10,799 $7.3M
Gabelli Funds LLC 0.06% Reduce -36.3% 10,630 $7.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.18% Reduce -66.7% 10,590 $7.1M
Pacer Advisors, Inc. 0.02% Reduce -45.5% 10,508 $7.1M
Private Advisor Group, LLC 0.04% Reduce -4.1% 10,282 $6.9M
Savant Capital, LLC 0.06% Reduce -44.4% 10,237 $6.9M
Trust Co. of Toledo NA 0.90% Reduce -0.3% 10,158 $6.8M
Chase Investment Counsel Corp. 2.50% New 10,145 $6.8M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -12.6% 10,065 $6.8M
MTM Investment Management, LLC 2.62% Reduce -1.0% 10,060 $6.8M
Lakewood Asset Management LLC 4.56% Add +36.3% 10,036 $6.8M
Mizuho Securities USA LLC 0.15% Reduce -16.6% 10,035 $6.8M
Harel Insurance Investments & Financial Services Ltd. 0.09% Reduce -6.6% 9,975 $6.7M
Vident Advisory, LLC 0.10% Add +172.6% 9,947 $6.7M
CIBC Private Wealth Group LLC 0.01% Reduce -2.7% 10,168 $6.6M
CI Investments Inc. 0.03% Reduce -6.4% 9,772 $6.6M
Tobam 2.79% Reduce -25.9% 9,686 $6.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -30.4% 9,603 $6.5M
Councilmark Asset Management, LLC 4.36% No change 9,601 $6.5M
Lazard Asset Management LLC 0.01% Reduce -48.1% 9,483 $6.4M
Advisors Asset Management, Inc. 0.12% Reduce -3.6% 9,273 $6.2M
Generali Asset Management SPA SGR 0.15% Reduce -27.4% 9,265 $6.2M
Ashton Thomas Securities, LLC 1.72% Add +1.6% 9,200 $6.2M
Verdence Capital Advisors LLC 0.47% Add +3.7% 9,155 $6.2M
Fifth Third Bancorp 0.02% Reduce -2.7% 9,059 $6.1M
Act Two Investors LLC 1.29% No change 9,017 $6.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -12.9% 9,008 $6.1M
Settian Capital LP 4.71% No change 9,000 $6.1M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +0.7% 8,952 $6.0M
Resonant Capital Advisors, LLC 0.42% Add +3.6% 8,913 $6.0M
CENTRAL TRUST Co 0.15% Add +0.5% 8,896 $6.0M
CCM Investment Group, LLC 0.63% Reduce -11.8% 8,856 $5.9M
CreativeOne Wealth, LLC 0.18% Reduce -9.8% 8,725 $5.9M
Sequoia Financial Advisors, LLC 0.05% Add +24.1% 8,696 $5.9M
Brookstone Capital Management 0.08% Reduce -17.0% 8,688 $5.8M
Kentucky Retirement Systems 0.18% Reduce -2.7% 8,669 $5.8M
NEOS Investment Management LLC 0.11% Add +14.1% 8,669 $5.8M
Butensky & Cohen Financial Security, Inc. 1.79% Reduce -2.3% 8,666 $5.8M
Anchor Investment Management, LLC 0.54% Add +0.1% 8,617 $5.8M
Centaurus Financial, Inc. 0.34% Add +9.1% 8,439 $5.7M
Stanley-Laman Group, Ltd. 0.87% Add +0.0% 8,428 $5.7M
HB Wealth Management, LLC 0.05% Add +11.6% 8,410 $5.7M
Silvant Capital Management LLC 0.26% No change 8,394 $5.6M
Brevan Howard Capital Management LP 0.16% Reduce -20.9% 8,322 $5.6M
Rossmore Private Capital 0.69% Reduce -0.1% 8,322 $5.6M
Summit Global Investments 0.41% Reduce -58.8% 8,303 $5.6M
Choreo, LLC 0.09% Reduce -11.3% 8,199 $5.5M
Jones Financial Companies LLLP 0.00% Add +23.5% 8,221 $5.5M
Peapack Gladstone Financial Corp. 0.08% Reduce -8.6% 8,141 $5.5M
Longbow Finance SA 0.66% Reduce -17.7% 8,131 $5.5M
Soltis Investment Advisors LLC 0.49% Add +94.4% 8,106 $5.5M
Alberta Investment Management Corp 0.04% New 8,100 $5.5M
3Chopt Investment Partners, LLC 1.43% Reduce -0.3% 8,087 $5.4M
Tiaa Trust, National Association 0.02% Add +1.4% 8,078 $5.4M
Kenora Financial, LLC 2.23% Reduce -13.7% 8,075 $5.4M
Ellsworth Advisors, LLC 1.41% New 7,962 $5.4M
Financial Advisors Network, Inc. 0.89% Reduce -4.9% 7,935 $5.3M
Peddock Capital Advisors, LLC 1.35% Reduce -1.5% 7,911 $5.3M
Insight Wealth Strategies, LLC 0.72% Reduce -6.1% 7,905 $5.3M
Cornerstone Advisors, LLC 0.23% No change 7,900 $5.3M
Caprock Group, LLC 0.16% Reduce -0.8% 7,840 $5.3M
Richard Bernstein Advisors LLC 0.13% Reduce -5.8% 7,786 $5.2M
Meiji Yasuda Asset Management Co Ltd. 0.21% Reduce -4.8% 7,785 $5.2M
Kestra Advisory Services, LLC 0.03% Reduce -7.7% 7,762 $5.2M
Old National Bancorp 0.14% Reduce -5.5% 7,741 $5.2M
Greenleaf Trust 0.05% Add +0.1% 7,725 $5.2M
Wellington Shields Capital Management, LLC 0.93% No change 7,651 $5.1M
Hartford Investment Management Co. 0.18% Reduce -2.5% 7,648 $5.1M
OMERS ADMINISTRATION Corp 0.04% Add +2.6% 7,630 $5.1M
Ironwood Investment Counsel, LLC 0.89% Reduce -1.9% 7,615 $5.1M
Modera Wealth Management, LLC 0.07% Reduce -1.3% 7,404 $5.0M
CHICAGO TRUST Co NA 0.92% Add +0.2% 7,333 $4.9M
Stance Capital LLC 3.64% Add +2164.1% 7,313 $4.9M
Lombard Odier Asset Management (USA) Corp 2.05% New 7,288 $4.9M
Highland Capital Management, LLC 0.29% Reduce -1.1% 7,285 $4.9M
SummitTX Capital, L.P. 0.22% — 7,253 $4.9M
DAVENPORT & Co LLC 0.03% Add +237.6% 7,249 $4.9M
Gulf International Bank (UK) Ltd 0.17% Reduce -31.6% 7,248 $4.9M
Strategic Financial Services, Inc. 0.28% Reduce -0.7% 7,180 $4.8M
Unigestion Holding SA 0.28% Reduce -52.6% 7,000 $4.7M
Roundview Capital LLC 0.34% Add +4.3% 6,990 $4.7M
Advisor Resource Council 0.38% New 7,652 $4.7M
Clear Harbor Asset Management, LLC 0.37% Add +1.1% 6,958 $4.7M
Weatherly Asset Management L. P. 0.42% No change 6,905 $4.7M
Mesirow Financial Investment Management, Inc. 0.09% Reduce -0.7% 6,907 $4.6M
Gateway Investment Advisers LLC 0.05% Add +16.0% 6,893 $4.6M
Meridian Wealth Advisors, LLC 0.78% New 6,816 $4.6M
Ostrum Asset Management 0.24% Reduce -23.0% 6,782 $4.6M
Apollon Wealth Management, LLC 0.10% Reduce -13.0% 6,780 $4.6M
Norinchukin Bank, The 0.08% Add +15.5% 6,761 $4.6M
Motley Fool Asset Management LLC 0.25% Add +0.7% 6,746 $4.5M
William B. Walkup & Associates, Inc. 2.77% Add +0.5% 6,740 $4.5M
Banque Cantonale Vaudoise 0.20% — 6,724 $4.5M
Cercano Management LLC 0.13% Reduce -71.7% 6,717 $4.5M
Louisiana State Employees Retirement System 0.09% Reduce -1.5% 6,700 $4.5M
Fulton Bank, N.A. 0.18% Reduce -10.4% 6,678 $4.5M
Thompson Investment Management, Inc. 0.67% Reduce -26.1% 6,640 $4.5M
Securian Asset Management, Inc. 0.14% Reduce -3.5% 6,639 $4.5M
Te Ahumairangi Investment Management Ltd 0.94% Reduce -22.2% 6,614 $4.5M
Knollwood Investment Advisory, LLC 0.49% No change 6,583 $4.4M
Shell Asset Management Co. 0.21% Reduce -3.4% 6,579 $4.4M
Vinva Investment Management Ltd 0.17% Add +3.5% 6,561 $4.4M
Cetera Trust Company, N.A 2.79% Reduce -2.1% 6,505 $4.4M
Voleon Capital Management LP 0.34% Reduce -9.7% 6,499 $4.4M
Argent Trust Co 0.18% Add +10.1% 6,465 $4.4M
Pring Turner Capital Group Inc. 2.69% Reduce -1.0% 6,448 $4.3M
CX Institutional 0.16% Reduce -50.2% 6,435 $4.3M
Atria Wealth Solutions, Inc. 0.05% Reduce -26.0% 6,391 $4.3M
Lingohr Asset Management GmbH 1.06% Add +1507.7% 6,302 $4.2M
Huntington National Bank 0.04% Reduce -1.0% 6,298 $4.2M
Wolverine Trading, LLC 0.13% New 6,266 $4.2M
Connecticut Wealth Management, LLC 0.22% Add +0.6% 6,171 $4.2M
D.A. Davidson & Co. 0.03% Add +1.5% 6,153 $4.1M
Beck Capital Management, LLC 1.21% Reduce -1.9% 6,121 $4.1M
Hourglass Capital, LLC 1.08% Add +12.1% 6,113 $4.1M
Westwood Holdings Group Inc. 0.03% Add +81.0% 6,110 $4.1M
Diversified Trust Co. 0.10% Reduce -13.3% 6,080 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +11.6% 6,044 $4.1M
Capitolis Liquid Global Markets LLC 0.04% Reduce -57.1% 6,000 $4.0M
Metis Global Partners, LLC 0.11% Add +11.4% 5,968 $4.0M
Hudson Portfolio Management LLC 3.85% Reduce -3.3% 5,962 $4.0M
New Mexico Educational Retirement Board 0.14% Reduce -3.3% 5,952 $4.0M
LMR Partners LLP 0.11% New 5,948 $4.0M
Maryland State Retirement & Pension System 0.10% Reduce -14.9% 5,945 $4.0M
World Investment Advisors 0.10% Add +23.0% 5,857 $3.9M
Clarkston Capital Partners, LLC 0.08% No change 5,840 $3.9M
AE Wealth Management LLC 0.03% Add +4.9% 5,760 $3.9M
MIdWestOne Financial Group, Inc. 0.55% Reduce -26.7% 5,746 $3.9M
WD Rutherford LLC 2.06% Reduce -2.3% 5,581 $3.9M
Praxis Investment Management Inc. 0.26% No change 5,744 $3.9M
Prudential PLC 0.02% Reduce -30.9% 5,743 $3.9M
E. Ohman J:or Asset Management AB 0.10% Reduce -2.6% 5,650 $3.8M
Brentview Investment Management LLC 2.01% Add +6.1% 5,620 $3.8M
Beacon Financial Group 0.41% Reduce -3.6% 5,581 $3.8M
Blue Trust, Inc. 0.05% Add +0.5% 5,575 $3.8M
Allworth Financial LP 0.02% Add +50.1% 5,445 $3.7M
Tower Research Capital LLC (TRC) 0.11% Reduce -18.2% 5,511 $3.7M
Quantbot Technologies LP 0.12% Reduce -72.9% 5,474 $3.7M
Stephens Inc. 0.05% Add +278.9% 5,467 $3.7M
Brown Advisory Inc. 0.01% Add +3.0% 5,429 $3.7M
Aft, Forsyth & Sober, LLC 1.27% No change 5,400 $3.6M
Beese Fulmer Investment Management, Inc. 0.31% Reduce -4.2% 5,390 $3.6M
Atlantic Edge Private Wealth Management, LLC 1.10% Reduce -1.9% 5,372 $3.6M
SG Americas Securities, LLC 0.01% Add +303.7% 5,369 $3.6M
Oxbow Advisors, LLC 0.39% Add +1.3% 5,358 $3.6M
Calamos Wealth Management LLC 0.18% Add +14.1% 5,335 $3.6M
Tilia Fiduciary Partners, Inc. 2.39% Add +2.4% 5,324 $3.6M
Integrated Wealth Concepts LLC 0.04% Add +27.0% 5,323 $3.6M
BDF-Gestion 0.39% No change 5,309 $3.6M
Global Trust Asset Management, LLC 2.18% No change 5,305 $3.6M
Trustmark Bank Trust Department 0.26% Add +6.7% 5,259 $3.5M
Oak Thistle LLC 0.71% Add +2.7% 5,254 $3.5M
Roanoke Asset Management Corp./ NY 1.22% Reduce -4.6% 5,230 $3.5M
Lester Murray Antman dba SimplyRich 1.01% No change 5,191 $3.5M
Atlas Capital Advisors Inc. 0.43% Reduce -7.6% 5,167 $3.5M
Schechter Investment Advisors, LLC 0.28% Reduce -7.3% 5,124 $3.4M
AG2R La Mondiale Gestion D'actifs 0.18% — 4,708 $3.4M
Concord Wealth Partners 0.55% Add +3314.3% 5,019 $3.4M
Wilmington Savings Fund Society, FSB 0.06% Reduce -5.0% 5,011 $3.4M
Ethic Inc. 0.07% Reduce -0.7% 5,005 $3.4M
NJ State Employees Deferred Compensation Plan 0.43% No change 5,000 $3.4M
Petredis Investment Advisors LLC 0.35% Add +1.4% 4,949 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -25.6% 4,886 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -85.5% 4,869 $3.3M
Spirit of America Management Corp. 0.66% No change 4,845 $3.3M
&partners 0.03% Add +16.4% 4,860 $3.2M
CGN Advisors LLC 0.32% Reduce -8.9% 4,824 $3.2M
Allstate Corp. 0.10% Add +23.5% 4,819 $3.2M
Eagle Rock Investment Company, LLC 0.55% Add +0.4% 4,798 $3.2M
Empirical Finance, LLC 0.19% Add +1.6% 4,790 $3.2M
Montag A & Associates Inc. 0.16% Reduce -0.7% 4,729 $3.2M
Cadence Bank 0.23% Reduce -0.7% 4,705 $3.2M
B. Metzler seel. Sohn & Co. AG 0.03% Add +10.4% 4,694 $3.2M
Cove Private Wealth, LLC 1.68% Add +14.7% 4,675 $3.1M
Nilsine Partners, LLC 0.34% Add +4.9% 4,668 $3.1M
CHB Investment Group, LLC 1.66% Add +0.8% 4,643 $3.1M
Park Avenue Securities LLC 0.04% Add +8.1% 4,632 $3.1M
Concord Asset Management, LLC 0.69% New 4,499 $3.1M
Silphium Asset Management Ltd 2.48% No change 4,580 $3.1M
Oppenheimer Asset Management Inc. 0.04% Add +54.0% 4,541 $3.1M
Baron Capital (BAMCO) 0.01% New 4,500 $3.0M
North Star Asset Management Inc. 0.14% No change 4,484 $3.0M
Van Hulzen Asset Management, LLC 0.27% Reduce -0.2% 4,465 $3.0M
Aptus Capital Advisors, LLC 0.03% Add +9.0% 4,455 $3.0M
Aaron Wealth Advisors LLC 0.34% Add +1.8% 4,453 $3.0M
PDT Partners, LLC 0.21% Add +122.0% 4,439 $3.0M
HMS Capital Management, LLC 1.64% Reduce -2.6% 4,454 $2.9M
HighPoint Advisor Group LLC 0.17% Add +9.9% 4,116 $2.9M
Value Partners Investments Inc. 0.25% Add +10.9% 4,305 $2.9M
Graphene Investments SAS 2.11% Reduce -17.3% 4,300 $2.9M
Signaturefd, LLC 0.05% Add +4.8% 4,299 $2.9M
Thoroughbred Financial Services, LLC 0.18% Add +0.3% 4,285 $2.9M
LGT Fund Management Co Ltd. 0.26% No change 4,276 $2.9M
Quadrant Capital Group LLC 0.11% Add +86.3% 4,260 $2.9M
UMB Bank, n.a. 0.05% Reduce -23.6% 4,250 $2.9M
Avantax Advisory Services, Inc. 0.02% Add +19.1% 4,236 $2.9M
Holderness Investments Co. 0.66% Reduce -0.2% 4,213 $2.8M
Channel Wealth LLC 0.88% Reduce -37.6% 4,205 $2.8M
Mgo One Seven LLC 0.11% Reduce -22.3% 4,163 $2.8M
Signet Financial Management, LLC 0.38% Add +1.9% 4,140 $2.8M
Principal Securities, Inc. 0.06% No change 4,889 $2.8M
Arkadios Wealth Advisors 0.11% Add +124.2% 4,138 $2.8M
Siemens Fonds Invest GmbH 0.19% Add +0.6% 4,135 $2.8M
Fourpath Capital Management, LLC 0.48% New 4,129 $2.8M
Ascent Group, LLC 0.12% Add +37.9% 4,099 $2.8M
Mechanics Bank Trust Department 0.37% Add +7.8% 4,074 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +1.7% 4,046 $2.7M
Wynn Capital, LLC 1.62% No change 4,043 $2.7M
MAI Capital Management 0.02% Reduce -0.5% 4,023 $2.7M
Abundance Wealth Counselors 0.56% Reduce -0.1% 4,069 $2.7M
Mork Capital Management, LLC 2.11% No change 4,000 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.1% 3,985 $2.7M
Arjuna Capital 0.74% New 3,973 $2.7M
Vestcor Inc 0.09% Reduce -1.7% 3,968 $2.7M
Nomura Holdings Inc. 0.01% Reduce -5.5% 3,947 $2.7M
IAM Advisory, LLC 0.69% Reduce -2.3% 3,938 $2.7M
Keybank National Association 0.01% Add +3.0% 3,936 $2.6M
Plato Investment Management Ltd 0.22% Reduce -25.4% 3,888 $2.6M
Meeder Advisory Services, Inc. 0.16% Add +3.3% 3,899 $2.6M
Meridian Investment Counsel Inc. 0.77% No change 3,898 $2.6M
Townsquare Capital LLC 0.03% Add +6.5% 3,881 $2.6M
Kestra Private Wealth Services, LLC 0.04% Reduce -15.8% 3,855 $2.6M
Shelton Capital Management 0.06% Reduce -0.4% 3,852 $2.6M
Bellwether Advisors, LLC 0.53% Add +2044.1% 3,795 $2.6M
Machina Capital S.A.S. 0.76% Add +67.3% 3,792 $2.6M
Fidelis Capital Partners, LLC 0.27% Add +8.3% 3,635 $2.5M
Guggenheim Capital LLC 0.02% Reduce -7.4% 3,751 $2.5M
MGB Wealth Management, LLC 0.91% Add +10.5% 3,752 $2.5M
HM Payson & Co. 0.04% Reduce -9.4% 3,743 $2.5M
Jefferies Financial Group Inc. 0.05% Reduce -70.4% 3,734 $2.5M
Harvest Fund Management Co., Ltd 0.12% Add +79.9% 3,729 $2.5M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -8.7% 3,697 $2.5M
Bey-Douglas LLC 2.27% Reduce -0.3% 3,698 $2.5M
InTrack Investment Management Inc 2.26% Reduce -25.2% 3,696 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -54.6% 3,693 $2.5M
Citizens Financial Group Inc. 0.05% Reduce -12.9% 3,688 $2.5M
Cairn Investment Group, Inc. 1.40% Reduce -0.8% 3,685 $2.5M
Moors & Cabot, Inc. 0.13% Add +5.3% 3,659 $2.5M
SVB Wealth LLC 0.10% Reduce -2.6% 3,651 $2.5M
Oppenheimer & Co. Inc. 0.04% Reduce -6.2% 3,642 $2.5M
Gratus Wealth Advisors, LLC 0.40% Reduce -13.3% 3,616 $2.4M
Fiduciary Trust Co 0.03% Reduce -0.6% 3,614 $2.4M
Waverly Advisors, LLC 0.03% Add +56.8% 3,567 $2.4M
Wbi Investments, LLC 0.63% New 3,563 $2.4M
GAMMA Investing LLC 0.18% Add +12.5% 3,556 $2.4M
Navalign, LLC 0.68% Reduce -2.5% 3,546 $2.4M
Mainstay Capital Management LLC 0.33% Reduce -12.5% 3,545 $2.4M
C WorldWide Group Holding A/S 0.03% No change 3,536 $2.4M
J.W. Cole Advisors, Inc. 0.07% Add +320.0% 3,524 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -0.7% 3,519 $2.4M
AMG National Trust Bank 0.07% Reduce -0.5% 3,493 $2.4M
Ironwood Investment Management LLC 1.28% No change 3,490 $2.3M
TriaGen Wealth Management LLC 0.82% New 3,476 $2.3M
Coldstream Capital Management Inc. 0.05% Add +1.3% 3,459 $2.3M
Great Valley Advisor Group, Inc. 0.05% Reduce -69.3% 3,447 $2.3M
Eley Financial Management, Inc 0.92% Reduce -0.1% 3,411 $2.3M
Canandaigua National Bank & Trust Co. 0.23% Reduce -10.3% 3,408 $2.3M
Agf Management Ltd. 0.01% Add +39.4% 3,405 $2.3M
SS&H Financial Advisors, Inc. 0.85% No change 3,400 $2.3M
Mutual Advisors, LLC 0.07% Add +10.9% 3,268 $2.3M
Sanders Morris Harris LLC 0.35% No change 3,370 $2.3M
FORA Capital, LLC 0.23% New 3,360 $2.3M
Evergreen Capital Management LLC 0.08% Reduce -62.3% 3,338 $2.3M
Sowell Financial Services LLC 0.10% New 3,340 $2.2M
Transatlantique Private Wealth LLC 0.89% Add +5.2% 3,308 $2.2M
Knightsbridge Asset Management, LLC 0.58% Add +1.2% 3,299 $2.2M
Wahed Invest LLC 0.38% Reduce -1.9% 3,276 $2.2M
Providence First Trust Co 0.89% Reduce -0.8% 3,262 $2.2M
Center for Financial Planning, Inc. 0.28% No change 3,248 $2.2M
GF Fund Management Co. LTD. 0.05% No change 3,242 $2.2M
Pallas Capital Advisors LLC 0.09% Add +87.0% 3,225 $2.2M
Confluence Wealth Services, Inc. 0.14% No change 3,134 $2.2M
QV Investors Inc. 0.22% Reduce -6.7% 3,209 $2.2M
Bank of Hawaii 0.12% Add +0.8% 3,208 $2.2M
Pflug Koory, LLC 1.20% Reduce -0.8% 3,204 $2.2M
Hanson & Doremus Investment Management 0.31% Reduce -10.3% 3,182 $2.1M
Roof Eidam Maycock Peralta, LLC 0.57% No change 3,165 $2.1M
Kingsview Wealth Management, LLC 0.04% Add +1.2% 3,160 $2.1M
Dynasty Wealth Management, LLC 0.04% Add +6.6% 3,153 $2.1M
Coppell Advisory Solutions LLC 0.29% Add +1943.6% 6,744 $2.1M
Kendall Capital Management 0.62% Add +4.1% 3,144 $2.1M
Cunning Capital Partners, LP 1.35% Reduce -0.6% 3,137 $2.1M
ZEGA Investments, LLC 0.61% No change 3,095 $2.1M
B. Riley Wealth Advisors, Inc. 0.06% Add +1.7% 3,092 $2.1M
Tocqueville Asset Management L.P. 0.03% No change 3,068 $2.1M
Hancock Whitney Corp. 0.07% Add +1.9% 3,065 $2.1M
Denali Advisors LLC 0.23% Reduce -0.3% 3,018 $2.0M
GTS Securities LLC 0.09% Add +268.3% 3,013 $2.0M
MUFG Securities EMEA plc 0.05% New 3,000 $2.0M
United Services Automobile Association 0.06% New 3,015 $2.0M
Axecap Investments, LLC 1.67% New 2,925 $2.0M
Zhang Financial LLC 0.10% Reduce -5.5% 2,912 $2.0M
Essex Financial Services, Inc. 0.14% Reduce -1.9% 2,903 $2.0M
Meiji Yasuda Life Insurance Co 0.04% Reduce -0.3% 2,898 $2.0M
Texas Yale Capital Corp. 0.08% No change 2,891 $1.9M
Cullen/Frost Bankers, Inc. 0.03% Add +5.5% 2,883 $1.9M
CW Advisors, LLC 0.02% Add +9.9% 2,878 $1.9M
Prospera Financial Services Inc 0.04% Add +0.9% 2,863 $1.9M
Glenview Trust Co 0.04% Reduce -0.9% 2,862 $1.9M
Cooper Financial Group 0.25% Add +3.0% 2,861 $1.9M
Beverly Hills Private Wealth, LLC 0.38% Add +7.3% 2,845 $1.9M
Qtron Investments LLC 0.29% Add +4.3% 2,841 $1.9M
Morningstar Investment Services LLC 0.35% Reduce -48.2% 2,829 $1.9M
MPS Loria Financial Planners, LLC 0.56% Add +0.1% 2,824 $1.9M
Procyon Advisors, LLC 0.11% New 2,791 $1.9M
SteelPeak Wealth, LLC 0.08% Add +0.5% 2,771 $1.9M
Wesbanco Bank Inc. 0.06% No change 2,773 $1.9M
BIP Wealth, LLC 0.12% Reduce -7.5% 2,764 $1.9M
Regions Financial Corp. 0.01% Reduce -3.0% 2,753 $1.9M
Western Wealth Management, LLC 0.12% Add +0.1% 2,751 $1.9M
Pensionfund Sabic 0.55% Reduce -24.7% 2,750 $1.9M
Venturi Wealth Management, LLC 0.10% Add +4.2% 2,742 $1.8M
Arete Wealth Advisors, LLC 0.14% Add +83.5% 2,733 $1.8M
APG Asset Management US Inc. 0.01% No change 2,680 $1.8M
Capital Investment Advisors, LLC 0.04% Add +12.3% 2,672 $1.8M
Sfmg, LLC 0.14% Add +0.0% 2,658 $1.8M
Groupama Asset Managment 0.04% Add +15.8% 2,657 $1.8M
Persistent Asset Partners Ltd 1.56% Reduce -23.4% 2,628 $1.8M
Convergence Investment Partners, LLC 0.49% Reduce -9.9% 2,625 $1.8M
Titleist Asset Management, LLC 0.20% Add +0.1% 2,623 $1.8M
Lee Danner & Bass Inc. 0.14% No change 2,620 $1.8M
Syon Capital LLC 0.14% Add +5.0% 2,573 $1.7M
AlphaQuest LLC 0.19% Add +103.7% 2,566 $1.7M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.81% New 2,560 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.87% No change 2,554 $1.7M
Heritage Trust Co 0.21% No change 2,549 $1.7M
Central Pacific Bank - Trust Division 0.25% Add +153.0% 2,535 $1.7M
Farther Finance Advisors, LLC 0.04% Add +20.3% 2,526 $1.7M
AMF Tjanstepension AB 0.01% No change 2,523 $1.7M
Hantz Financial Services, Inc. 0.03% Add +1.6% 2,519 $1.7M
Parallel Advisors, LLC 0.04% Add +0.6% 2,501 $1.7M
Kornitzer Capital Management Inc. 0.03% No change 2,500 $1.7M
Schear Investment Advisers, LLC 0.97% Add +9.7% 2,497 $1.7M
WealthPLAN Partners, LLC 0.24% Add +74.5% 2,495 $1.7M
Pinnacle Associates Ltd. 0.02% Add +16.1% 2,486 $1.7M
Haven Private, LLC 0.95% Reduce -0.0% 2,486 $1.7M
Lineweaver Wealth Advisors, LLC 0.28% Add +0.0% 2,485 $1.7M
Koshinski Asset Management, Inc. 0.14% Add +2.3% 2,459 $1.7M
Wolf Group Capital Advisors 0.55% New 2,453 $1.7M
Brighton Jones LLC 0.05% Reduce -2.8% 2,453 $1.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.65% New 2,448 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -59.2% 2,445 $1.6M
Rehmann Capital Advisory Group 0.10% Add +0.2% 2,440 $1.6M
Redwood Investment Management, LLC 0.18% Reduce -13.5% 2,439 $1.6M
Foundations Investment Advisors, LLC 0.03% Reduce -90.1% 2,431 $1.6M
Claro Advisors Inc. 0.22% Reduce -5.5% 2,430 $1.6M
Stablepoint Partners, LLC 0.30% Reduce -1.5% 2,425 $1.6M
Fiduciary Family Office, LLC 0.54% New 2,424 $1.6M
Perpetual Ltd 0.02% Add +23.9% 2,401 $1.6M
Summit Trail Advisors, LLC 0.05% Add +33.6% 2,399 $1.6M
Pitcairn Co. 0.10% Reduce -0.9% 2,393 $1.6M
Roxbury Financial LLC 1.58% Reduce -3.3% 2,515 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +1.7% 2,391 $1.6M
Abn Amro Investment Solutions 0.03% Reduce -6.2% 2,376 $1.6M
Sigma Planning Corp 0.05% Add +1.8% 2,353 $1.6M
TFR Capital, LLC. 0.66% New 2,353 $1.6M
Choate Investment Advisors 0.04% Reduce -0.5% 2,350 $1.6M
One Wealth Advisors, LLC 0.24% Reduce -2.9% 2,343 $1.6M
Kellett Wealth Advisors, LLC 1.09% New 2,338 $1.6M
Neumann Capital Management, LLC 0.54% Reduce -4.9% 2,320 $1.6M
Copperwynd Financial, LLC 0.43% Add +0.9% 2,315 $1.6M
Kathmere Capital Management, LLC 0.13% Add +7.0% 2,299 $1.5M
SeaCrest Wealth Management, LLC 0.18% Reduce -5.5% 2,298 $1.5M
Jacobi Capital Management LLC 0.11% Add +2.5% 2,271 $1.5M
EPG Wealth Management LLC 0.42% Reduce -1.9% 2,252 $1.5M
Integrated Investment Consultants, LLC 0.30% Add +1.3% 2,226 $1.5M
Independent Advisor Alliance 0.05% Add +2.8% 2,223 $1.5M
Mufg Securities Americas Inc. 0.17% Add +18.4% 2,218 $1.5M
Wedmont Private Capital 0.08% Add +8.0% 2,163 $1.5M
Integrated Advisors Network LLC 0.08% Reduce -17.7% 2,212 $1.5M
Mount Lucas Management LP 0.70% Reduce -3.2% 2,209 $1.5M
Fox Run Management, L.L.C. 0.23% Add +314.1% 2,203 $1.5M
First National Trust Co 0.06% Reduce -16.4% 2,201 $1.5M
Aspire Private Capital, LLC 0.37% Reduce -0.2% 2,182 $1.5M
Montecito Bank & Trust 0.26% Reduce -3.8% 2,165 $1.5M
Fox Hill Wealth Management 0.86% Reduce -31.5% 2,156 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -61.7% 2,142 $1.4M
Wellington Shields & Co., LLC 0.45% Add +3.5% 2,137 $1.4M
Personal Cfo Solutions, LLC 0.29% Add +7.0% 2,126 $1.4M
Lanark Financial, Inc. 0.12% — 2,125 $1.4M
Pinnacle Financial Partners Inc 0.03% Add +1.2% 2,099 $1.4M
Dean Investment Associates, LLC 0.21% Reduce -1.6% 2,074 $1.4M
Caldwell Trust Co 0.15% Reduce -1.9% 2,070 $1.4M
Mission Wealth Management, LP 0.03% Reduce -16.9% 2,066 $1.4M
Private Trust Co. NA 0.14% Reduce -3.5% 2,066 $1.4M
AXS Investments LLC 0.38% Reduce -5.8% 2,065 $1.4M
Capital Management Associates 2.69% No change 2,050 $1.4M
Unique Wealth, LLC 0.26% Add +22.5% 2,048 $1.4M
Bailard, Inc. 0.04% Add +1.5% 2,043 $1.4M
Horizon Investments, LLC 0.04% Add +1.6% 2,038 $1.4M
EverSource Wealth Advisors, LLC 0.08% Add +1.4% 2,035 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -3.8% 2,020 $1.4M
Warther Private Wealth, LLC 0.45% Reduce -91.0% 2,019 $1.4M
CPC Advisors, LLC 0.19% Reduce -14.6% 2,018 $1.4M
Central Bank & Trust Co. 0.23% Add +49.2% 2,014 $1.4M
Ofi Invest Asset Management 0.04% Reduce -2.5% 2,174 $1.4M
Counterpoint Mutual Funds LLC 0.19% Reduce -16.4% 2,006 $1.4M
Investment Advisory Services Inc. /TX 0.49% Reduce -12.5% 2,004 $1.3M
GeoWealth Management, LLC 0.05% Reduce -22.3% 2,003 $1.3M
Moody National Bank Trust Division 0.14% Add +0.9% 2,003 $1.3M
Supplemental Annuity Collective Trust of NJ 0.42% No change 2,000 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -4.7% 1,992 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -0.8% 1,980 $1.3M
Inceptionr LLC 0.40% New 1,977 $1.3M
Peoples Bank 0.90% No change 1,975 $1.3M
Leisure Capital Management 0.55% Reduce -2.8% 1,974 $1.3M
Hilltop Holdings Inc. 0.08% Add +5.7% 1,966 $1.3M
Resources Management Corp. /CT/ 0.19% Add +0.5% 1,955 $1.3M
Field & Main Bank 0.46% Reduce -1.3% 1,953 $1.3M
Wedbush Securities Inc. 0.05% Add +29.3% 1,951 $1.3M
First Community Trust NA 1.13% No change 1,925 $1.3M
McBroom & Associates, LLC 0.74% Add +5.7% 1,920 $1.3M
Pine Valley Investments Ltd Liability Co 0.08% No change 1,917 $1.3M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -31.2% 1,918 $1.3M
RFG Advisory, LLC 0.03% Reduce -12.5% 1,917 $1.3M
Avantax Planning Partners, Inc. 0.05% Reduce -4.3% 1,914 $1.3M
Sard Wealth Management Group, LLC 0.85% Reduce -0.8% 1,891 $1.3M
FourThought Financial Partners, LLC 0.13% Reduce -4.3% 1,884 $1.3M
Belpointe Asset Management LLC 0.07% Add +11.6% 1,880 $1.3M
Equitable Trust Co. 0.07% Add +0.1% 1,876 $1.3M
Wealthcare Advisory Partners LLC 0.03% Reduce -6.4% 1,876 $1.3M
Fiduciary Group, LLC 0.13% Reduce -0.3% 1,873 $1.3M
IFG Advisory, LLC 0.07% Add +192.9% 1,863 $1.3M
Ossiam 0.02% Add +39.3% 1,856 $1.2M
Csenge Advisory Group 0.07% Reduce -7.5% 1,788 $1.2M
Impax Asset Management Group plc 0.01% Add +3.5% 1,846 $1.2M
IFP Advisors, Inc 0.04% Reduce -23.6% 1,838 $1.2M
Kane Investment Management, Inc. 0.59% Add +40.7% 1,831 $1.2M
Montanova Capital, LLC 0.05% No change 1,830 $1.2M
Pines Wealth Management, LLC 0.57% Add +1.9% 1,878 $1.2M
Peterson Wealth Management 0.82% Add +0.1% 1,812 $1.2M
Unique Wealth Strategies, LLC 0.55% Reduce -3.1% 1,807 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +11.3% 1,805 $1.2M
Founders Capital Management, LLC 0.23% Add +23.3% 1,802 $1.2M
Paradigm Asset Management Co. LLC 0.32% No change 1,800 $1.2M
Boston Trust Walden Corp 0.01% No change 1,795 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +5.9% 1,776 $1.2M
TD Private Client Wealth LLC 0.03% Reduce -6.7% 1,764 $1.2M
Klein Pavlis & Peasley Financial, Inc. 0.85% Add +6.9% 1,760 $1.2M
JSF Financial, LLC 0.31% New 1,757 $1.2M
Bristlecone Advisors, LLC 0.10% No change 1,750 $1.2M
CSS LLC 0.24% Add +12.9% 1,750 $1.2M
Snowden Capital Advisors LLC 0.04% Add +12.7% 1,746 $1.2M
Elevation Point Wealth Partners, LLC 0.10% Reduce -0.6% 1,747 $1.2M
Clare Market Investments LLC 0.31% No change 1,745 $1.2M
Summit Financial, LLC 0.03% Add +28.9% 1,737 $1.2M
Voya Financial Advisors, Inc. 0.13% Add +4.9% 1,748 $1.2M
Heritage Family Offices, LLP 0.60% No change 1,729 $1.2M
Profund Advisors LLC 0.05% Reduce -3.9% 1,715 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +8.6% 1,713 $1.2M
Quantum Portfolio Management LLC 0.58% Add +5.1% 1,705 $1.1M
New Age Alpha Advisors, LLC 0.05% Reduce -19.8% 1,704 $1.1M
Exchange Traded Concepts, LLC 0.02% Reduce -15.0% 1,689 $1.1M
Monument Capital Management 0.35% Add +0.1% 1,672 $1.1M
Clearstead Advisors, LLC 0.02% Reduce -3.8% 1,670 $1.1M
Avestar Capital, LLC 0.11% Add +8.3% 1,653 $1.1M
One Capital Management, LLC 0.04% Reduce -8.0% 1,653 $1.1M
Bank of Stockton 0.35% Reduce -5.8% 1,631 $1.1M
Seascape Capital Management 0.38% Reduce -4.7% 1,630 $1.1M
Silvercrest Asset Management Group LLC 0.01% Add +4.8% 1,627 $1.1M
Howe & Rusling Inc. 0.09% Reduce -20.4% 1,616 $1.1M
LBP Am SA 0.02% No change 1,607 $1.1M
FSB Premier Wealth Management, Inc. 0.42% Add +18.4% 1,605 $1.1M
Spectrum Asset Management, Inc. (NB/CA) 0.48% Add +166.7% 1,600 $1.1M
Charter Research & Investment Group, Inc. 0.82% Reduce -2.1% 1,600 $1.1M
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.6% 1,592 $1.1M
Semmax Financial Advisors Inc. 0.29% Reduce -12.1% 1,542 $1.1M
Thomasville National Bank 0.08% No change 1,586 $1.1M
Synovus Financial Corp. 0.01% Reduce -6.7% 1,577 $1.1M
Tema ETFs LLC 0.32% New 1,574 $1.1M
J. W. Coons Advisors, LLC 0.28% No change 1,570 $1.1M
Garrison Point Advisors, LLC 0.51% Reduce -11.3% 1,570 $1.1M
Douglass Winthrop Advisors, LLC 0.02% Add +4.1% 1,567 $1.1M
Equitable Holdings, Inc. 0.01% Add +11.9% 1,563 $1.1M
Coastline Trust Co 0.13% No change 1,560 $1.0M
Kingswood Wealth Advisors, LLC 0.10% Reduce -26.6% 1,548 $1.0M
China Universal Asset Management Co., Ltd. 0.10% New 1,548 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -9.8% 1,544 $1.0M
Forum Financial Management, LP 0.02% Reduce -19.2% 1,540 $1.0M
Wolff Wiese Magana LLC 0.70% Add +5803.9% 1,535 $1.0M
Quarry LP 0.27% Add +121.0% 1,529 $1.0M
Black Diamond Financial, LLC 0.15% No change 1,525 $1.0M
Quadcap Wealth Management, LLC 0.15% Reduce -1.2% 1,519 $1.0M
Relyea Zuckerberg Hanson LLC 0.14% Add +1.3% 1,518 $1.0M
Larson Financial Group LLC 0.05% Add +23.1% 1,517 $1.0M
Occudo Quantitative Strategies LP 0.14% Add +114.5% 1,527 $1.0M
Dakota Wealth Management 0.02% Reduce -4.2% 1,515 $1.0M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -1.6% 1,514 $1.0M
TCI Wealth Advisors, Inc. 0.08% Reduce -1.2% 1,512 $1.0M
KCM Investment Advisors LLC 0.04% Add +21.6% 1,505 $1.0M
Everhart Financial Group, Inc. 0.14% Add +7.4% 1,501 $1.0M
Deltec Asset Management LLC 0.22% No change 1,500 $1.0M
PKO Investment Management Joint-Stock Co 0.11% New 1,500 $1.0M
Performance Wealth Partners, LLC 0.04% Reduce -4.7% 1,490 $1.0M
SageView Advisory Group, LLC 0.04% Add +44.5% 1,485 $999K
Greater Midwest Financial Group, LLC 0.70% Add +0.1% 1,484 $999K
Thrive Wealth Management, LLC 0.19% Add +1.5% 1,482 $997K
Intellectus Partners, LLC 0.25% No change 1,478 $996K
Seed Wealth Management, Inc. 0.81% No change 1,474 $992K
Trust Asset Management LLC 0.08% Reduce -7.4% 1,471 $990K
Meridian Wealth Management, LLC 0.05% Reduce -3.1% 1,469 $989K
Flagship Harbor Advisors, LLC 0.05% Add +0.6% 1,468 $988K
First Financial Bankshares Inc 0.02% Reduce -3.3% 1,450 $976K
Virtue Capital Management, LLC 0.11% Add +6.9% 1,447 $973K
Smartleaf Asset Management LLC 0.09% Add +4.3% 1,449 $968K
West Family Investments, Inc. 0.36% Reduce -20.8% 1,427 $960K
Valeo Financial Advisors, LLC 0.03% Add +7.1% 1,426 $959K
Cary Street Partners Financial LLC 0.03% Add +643.9% 1,406 $946K
Victrix Investment Advisors 0.50% Reduce -3.2% 1,408 $946K
Sequent Planning LLC 0.34% Reduce -0.3% 1,404 $945K
SIH Partners, LLLP 0.08% New 1,404 $945K
Keystone Financial Services 0.36% Add +1.2% 1,404 $945K
EHP Funds Inc. 1.05% No change 1,400 $942K
Optimum Investment Advisors 0.44% No change 1,400 $942K
Thomas Story & Son LLC 0.37% No change 1,400 $942K
Dark Forest Capital Management LP 0.04% Add +36.6% 1,400 $942K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -6.2% 1,359 $941K
Excalibur Management Corp. 0.37% Reduce -0.5% 1,397 $940K
River Wealth Advisors LLC 0.13% Reduce -4.9% 1,391 $936K
Empower Advisory Group, LLC 0.00% Reduce -0.6% 1,389 $935K
Paloma Partners Management Co 0.33% New 1,378 $927K
Castle Rock Wealth Management, LLC 0.25% Add +0.1% 1,352 $911K
Arax Advisory Partners 0.06% Add +99.3% 1,351 $910K
Strategic Investment Advisors / MI 0.10% Reduce -12.4% 1,344 $904K
Old Port Advisors 0.27% Reduce -2.1% 1,338 $900K
Blueshift Asset Management, LLC 0.36% New 1,337 $900K
NorthRock Partners, LLC 0.03% Reduce -1.1% 1,331 $897K
HF Advisory Group, LLC 0.39% Add +0.1% 1,325 $892K
Harbour Investments, Inc. 0.03% Add +3.6% 1,323 $891K
Forza Wealth Management, LLC 0.40% Reduce -1.1% 1,319 $888K
Hager Investment Management Services, LLC 0.62% Reduce -4.7% 1,316 $886K
Checchi Capital Advisers, LLC 0.06% Add +4.0% 1,314 $884K
Geneos Wealth Management Inc. 0.03% Add +14.3% 1,307 $880K
SGL Investment Advisors, Inc. 0.46% Add +0.8% 1,274 $879K
Quent Capital, LLC 0.09% Add +10.1% 1,297 $873K
Red Cedar Investment Management, LLC 0.12% New 1,289 $867K
Western Financial Corp 0.50% Reduce -19.2% 1,289 $867K
Humankind Investments LLC 0.22% Add +3.6% 1,282 $863K
Cigna Investments Inc. 0.16% Reduce -4.0% 1,278 $860K
Tectonic Advisors LLC 0.05% Reduce -14.6% 1,275 $858K
Washington Trust Bank 0.09% Reduce -3.6% 1,273 $857K
Golden State Wealth Management, LLC 0.13% No change 1,268 $853K
Daymark Wealth Partners, LLC 0.04% Reduce -1.6% 1,267 $852K
Magnetar Financial LLC 0.01% Reduce -72.7% 1,262 $849K
Baldwin Investment Management, LLC 0.10% Reduce -4.5% 1,260 $848K
Stockman Wealth Management, Inc. 0.13% No change 1,259 $847K
International Assets Investment Management, LLC 0.07% Reduce -17.9% 1,257 $846K
Brooklyn Investment Group 0.18% Add +17.7% 1,257 $845K
Wealthspire Advisors, LLC 0.01% Reduce -0.3% 1,254 $844K
Meriwether Wealth & Planning, LLC 0.55% Add +12.6% 1,253 $843K
Ridgecrest Wealth Partners, LLC 0.44% No change 1,246 $839K
Sage Mountain Advisors LLC 0.06% Reduce -7.6% 1,243 $837K
Kintra Wealth, LLC 0.56% Reduce -12.5% 1,241 $835K
Buckley Wealth Management, LLC 0.26% Reduce -0.2% 1,232 $829K
Sara-Bay Financial 0.37% No change 1,241 $829K
Jackson Square Capital, LLC 0.27% No change 1,227 $826K
Community Bank & Trust, Waco, Texas 0.19% No change 1,225 $824K
Stratos Investment Management, LLC 0.04% Add +29.5% 1,217 $819K
Institute for Wealth Management, LLC. 0.10% Reduce -0.4% 1,211 $815K
Aries Wealth Management 0.22% No change 1,208 $813K
Fairtree Asset Management (Pty) Ltd 0.65% Reduce -11.7% 1,204 $810K
Legal Advantage Investments, Inc. 0.44% No change 1,201 $808K
Catalyst Funds Management Pty Ltd 0.21% Reduce -14.3% 1,200 $808K
Twin Focus Capital Partners, LLC 0.13% No change 1,200 $808K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -20.0% 1,200 $808K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.5% 1,194 $804K
Caldwell Investment Management Ltd. 0.59% New 1,200 $797K
Evoke Wealth, LLC 0.02% Add +23.4% 1,178 $793K
Perigon Wealth Management, LLC 0.02% Reduce -1.7% 1,178 $793K
Lindbrook Capital, LLC 0.07% Add +4.0% 1,177 $792K
Parcion Private Wealth LLC 0.06% Add +93.4% 1,174 $790K
Compound Planning, Inc. 0.04% Add +8.8% 1,166 $785K
HBK Sorce Advisory LLC 0.02% Reduce -0.3% 1,166 $785K
Eldridge Investment Advisors, Inc. 0.18% No change 1,165 $784K
Focus Partners Advisor Solutions, LLC 0.01% Add +33.9% 1,162 $782K
Transcend Capital Advisors, LLC 0.06% Add +19.8% 1,161 $781K
TruWealth Advisors, LLC 0.05% Add +7.6% 1,155 $777K
Williams Jones Wealth Management, LLC. 0.01% No change 1,150 $774K
Bokf, NA 0.01% No change 1,147 $772K
Family Firm, Inc. 0.17% Add +0.2% 1,144 $770K
Entropy Technologies, LP 0.07% Reduce -71.7% 1,141 $768K
Clear Creek Financial Management, LLC 0.08% Reduce -1.1% 1,132 $762K
SOL Capital Management CO 0.08% No change 1,130 $761K
Walleye Trading LLC 0.02% Reduce -90.1% 1,127 $758K
Kintegral Advisory, LLC 0.08% Reduce -0.3% 1,123 $757K
Sagespring Wealth Partners, LLC 0.02% Add +21.0% 1,123 $756K
Basepoint Wealth LLC 0.58% Reduce -8.3% 1,108 $746K
PDS Planning, Inc 0.06% Add +16.9% 1,107 $745K
Roehl & Yi Investment Advisors, LLC 0.40% Add +2.5% 1,103 $742K
Clarius Group, LLC 0.05% Reduce -0.6% 1,088 $732K
MorganRosel Wealth Management, LLC 0.22% Add +77.1% 1,082 $728K
Silver Oak Securities, Incorporated 0.07% No change 1,083 $724K
Financial Counselors Inc. 0.01% Add +16.7% 1,069 $719K
Yukon Wealth Management, Inc. 0.30% — 1,065 $717K
Drucker Wealth 3.0, LLC 0.16% Reduce -10.8% 1,063 $715K
IHT Wealth Management, LLC 0.02% Add +7.4% 1,062 $714K
Community Bank, N.A. 0.10% Reduce -19.1% 1,060 $713K
Mitchell McLeod Pugh & Williams Inc. 0.15% Add +10.4% 1,059 $713K
V-Square Quantitative Management LLC 0.10% Reduce -10.4% 1,059 $713K
Balboa Wealth Partners 0.17% Reduce -2.5% 1,050 $707K
Avantra Family Wealth, Inc. 0.68% Reduce -16.2% 1,048 $705K
Twin City Private Wealth, LLC 0.62% Reduce -5.1% 1,046 $705K
KLCM Advisors, Inc. 0.08% No change 1,045 $704K
Capital Wealth Planning, LLC 0.01% New 1,037 $698K
DeDora Capital, Inc. 0.20% Reduce -1.8% 1,035 $697K
Simon Quick Advisors, LLC 0.04% Add +55.3% 1,034 $696K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.0% 1,019 $686K
Trilogy Capital Inc. 0.04% Reduce -0.2% 1,017 $684K
Avant Financial Advisors LLC 0.62% No change 1,014 $682K
Pure Financial Advisors, LLC 0.01% Add +27.5% 1,010 $680K
Heartland Bank & Trust Co 0.35% Add +18.0% 1,010 $680K
Graypoint LLC 0.04% Add +0.3% 1,009 $679K
D'Orazio & Associates, Inc. 0.10% Add +2.5% 1,009 $679K
Campbell & CO Investment Adviser LLC 0.05% Reduce -78.7% 1,007 $678K
Fisher Asset Management 0.00% Add +8.9% 1,005 $677K
Forte Capital LLC 0.08% Add +146.3% 1,005 $676K
Harbor Advisors LLC 0.12% No change 1,000 $673K
Marex Group Ltd 0.01% Reduce -56.1% 1,000 $673K
Plancorp, LLC 0.03% Add +1.8% 998 $672K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.42% Reduce -78.1% 1,000 $668K
Great Waters Wealth Management 0.09% Reduce -65.5% 991 $667K
Chicago Partners Investment Group LLC 0.02% Reduce -27.2% 919 $664K
Sendero Wealth Management, LLC 0.09% No change 984 $662K
Arlington Trust Co LLC 0.14% No change 984 $662K
Cobblestone Capital Advisors LLC 0.04% Add +0.3% 983 $662K
CWA Asset Management Group, LLC 0.03% Add +6.3% 979 $659K
Courier Capital LLC 0.04% No change 975 $656K
Mather Group, Llc. 0.01% Add +13.1% 975 $656K
Twin Peaks Wealth Advisors, LLC 0.30% Reduce -1.1% 943 $653K
Gallagher Fiduciary Advisors, LLC 0.02% Add +61.0% 969 $652K
Frank, Rimerman Advisors LLC 0.05% Add +19.8% 967 $651K
Bank of Marin 0.82% No change 960 $646K
Galvin, Gaustad & Stein, LLC 0.06% Add +0.1% 955 $643K
Carnegie Investment Counsel 0.02% Reduce -0.1% 971 $643K
Opal Wealth Advisors, LLC 0.20% Reduce -4.7% 953 $641K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.1% 951 $640K
Isthmus Partners, LLC 0.08% Reduce -6.9% 950 $639K
First Western Trust Bank 0.03% Add +1.1% 941 $633K
Sompo Asset Management Co., Ltd. 0.12% No change 940 $633K
Old North State Trust, LLC 0.40% No change 1,107 $631K
Advus Financial Partners, LLC 0.18% Add +7.3% 937 $631K
Simmons Bank 0.05% No change 936 $630K
Ameritas Advisory Services, LLC 0.03% Reduce -46.3% 954 $629K
Graves Light Lenhart Wealth, Inc. 0.08% Add +0.1% 931 $627K
Coign Capital Advisors LLC 0.48% Reduce -6.0% 925 $623K
First City Capital Management, Inc. 0.37% Reduce -5.3% 925 $623K
Catalyst Financial Partners LLC 0.11% Add +1.5% 924 $622K
Venture Visionary Partners LLC 0.03% Reduce -10.2% 924 $622K
Keel Point, LLC 0.05% Add +12.7% 922 $621K
Cresset Asset Management, LLC 0.00% Reduce -18.5% 914 $616K
Austin Private Wealth, LLC 0.06% Reduce -0.5% 915 $616K
Crux Wealth Advisors 0.32% Add +78.8% 912 $614K
VestGen Advisors, LLC 0.03% — 907 $610K
Independent Financial Group, LLC 0.02% New 904 $608K
Archford Capital Strategies, LLC 0.09% Reduce -2.7% 904 $608K
StoneX Group Inc. 0.03% Reduce -20.8% 902 $607K
Systematic Alpha Investments, LLC 0.02% No change 900 $606K
Fairfield Financial Advisors, LTD 0.23% Add +6.0% 898 $604K
Benchmark Investment Advisors LLC 0.39% Reduce -24.2% 893 $601K
Prestige Wealth Management Group LLC 0.13% Reduce -3.9% 883 $595K
Two Sigma Securities, LLC 0.09% New 879 $592K
Interchange Capital Partners, LLC 0.17% Add +22.9% 879 $591K
Davidson Trust Co. 0.28% Reduce -18.6% 874 $588K
Fifth Third Wealth Advisors LLC 0.03% Add +3.1% 872 $587K
Capital Advisors Inc. 0.01% Reduce -40.7% 872 $587K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +4.2% 865 $582K
IFC Advisors LLC 0.12% Reduce -4.7% 865 $582K
Financial Harvest, LLC 0.48% New 6,466 $580K
Balyasny Asset Management L.P. 0.00% Reduce -98.3% 862 $580K
Pacific Sage Partners, LLC 0.13% Reduce -2.4% 860 $579K
Evernest Financial Advisors, LLC 0.21% No change 859 $578K
Adero Partners, LLC 0.04% Add +3.4% 856 $576K
Redmond Asset Management, LLC 0.15% Add +3.6% 854 $575K
Fire Capital Management LLC 0.42% No change 850 $572K
S.A. Mason LLC 0.30% Reduce -5.6% 850 $572K
MassMutual Private Wealth & Trust, FSB 0.02% Add +34.3% 849 $571K
Banco BTG Pactual S.A. 0.14% New 844 $568K
Callan Family Office, LLC 0.04% Add +4.3% 842 $567K
Bannerman Wealth Management Group, LLC 0.46% New 840 $565K
1776 Wealth LLC 0.26% No change 838 $564K
Moloney Securities Asset Management, LLC 0.08% New 835 $562K
First Nebraska Trust Co 0.06% No change 835 $562K
Brown Brothers Harriman & Co. 0.00% Add +0.2% 835 $562K
Valmark Advisers, Inc. 0.01% Add +1.2% 826 $556K
Journey Strategic Wealth LLC 0.02% Add +76.5% 824 $555K
Operose Advisors LLC 0.18% Reduce -10.3% 823 $554K
Midland Wealth Advisors, LLC 0.03% Reduce -4.1% 823 $554K
Aviance Capital Partners, LLC 0.08% No change 820 $552K
Cerro Pacific Wealth Advisors LLC 0.18% Reduce -22.8% 966 $551K
Burt Wealth Advisors 0.14% No change 816 $549K
WT Wealth Management 0.18% No change 815 $548K
Sweeney & Michel, LLC 0.24% — 839 $548K
Verus Financial Partners, Inc. 0.06% No change 790 $547K
Advanced Portfolio Management, LLC 1.10% New 812 $546K
Modern Wealth Management, LLC 0.02% Add +3.7% 810 $545K
HUB Investment Partners, LLC 0.02% Reduce -6.7% 809 $544K
Chesley Taft & Associates LLC 0.03% Add +24.4% 805 $542K
Hunter Associates Investment Management LLC 0.08% No change 801 $539K
Smith Anglin Financial, LLC 0.06% Add +1.8% 801 $539K
Moment Partners, LLC 0.11% No change 800 $538K
ZWJ Investment Counsel Inc. 0.02% No change 800 $538K
Hudson Bay Capital Management LP 0.00% New 800 $538K
Renaissance Technologies 0.00% Reduce -99.7% 800 $538K
Conning Inc. 0.02% Reduce -4.0% 799 $538K
OneAscent Financial Services LLC 0.03% Reduce -24.5% 796 $536K
Range Financial Group LLC 0.24% Add +7.1% 796 $536K
DSG Capital Advisors, LLC 0.11% Add +3.9% 794 $534K
Legacy Capital Wealth Partners, LLC 0.13% Add +10.0% 790 $532K
Lodestone Wealth Management LLC 0.28% Reduce -3.5% 789 $531K
Insigneo Advisory Services, LLC 0.05% Add +10.3% 782 $526K
GW Henssler & Associates Ltd. 0.03% New 781 $526K
E Fund Management Co., Ltd. 0.03% Reduce -10.9% 781 $526K
RD Lewis Holdings, Inc. 0.59% Reduce -1.1% 741 $525K
Dynamic Advisor Solutions LLC 0.02% Add +16.6% 778 $524K
Lazari Capital Management, Inc. 0.21% Reduce -0.4% 774 $521K
MKT Advisors LLC 0.24% No change 787 $521K
Wilson & Boucher Capital Management, LLC 0.39% Add +0.7% 773 $520K
Howard Capital Management, LLC 0.01% Reduce -13.3% 770 $518K
Insight 2811, Inc. 0.26% No change 769 $518K
Richard W. Paul & Associates, LLC 0.20% Reduce -4.1% 765 $515K
First National Bank & Trust Co. of Newtown 0.11% No change 763 $513K
Composition Wealth, LLC 0.01% Add +1.3% 762 $513K
Private Wealth Asset Management, LLC 0.07% — 760 $511K
Raleigh Capital Management Inc. 0.23% Reduce -10.4% 757 $510K
Good Life Advisors, LLC 0.04% No change 756 $509K
Hollencrest Capital Management 0.02% No change 754 $507K
MCF Advisors LLC 0.04% Reduce -6.0% 753 $507K
Commerzbank Aktiengesellschaft 0.01% Reduce -3.0% 745 $502K
Robertson Stephens Wealth Management, LLC 0.02% Add +6.5% 738 $497K
Vista Investment Partners Ii, LLC 0.28% Reduce -17.5% 739 $497K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -65.7% 736 $495K
Defined Wealth Management, LLC 0.33% Add +0.8% 734 $494K
Cullen Investment Group, LTD. 0.07% Reduce -8.3% 731 $492K
Brookwood Investment Group LLC 0.08% — 730 $491K
Centricity Wealth Management, LLC 0.45% Reduce -14.8% 729 $491K
Camden National Bank 0.07% Add +3.3% 729 $491K
NorthCrest Asset Manangement, LLC 0.01% Add +71.1% 727 $489K
Polymer Capital Management (US) LLC 0.15% Add +21.6% 726 $489K
Consolidated Portfolio Review Corp 0.08% Add +6.6% 723 $487K
Leavell Investment Management, Inc. 0.02% Reduce -8.1% 722 $487K
MQS Management LLC 0.28% New 723 $487K
First Manhattan Co. Llc. 0.00% Add +2.0% 721 $486K
Heritage Wealth Advisors 0.02% Reduce -0.3% 719 $484K
One Degree Advisors Inc 0.20% Add +0.3% 718 $483K
DRW Securities, LLC 0.04% Reduce -48.0% 717 $483K
Palisade Asset Management, LLC 0.05% Add +2.1% 715 $481K
Drive Wealth Management, LLC 0.11% Reduce -1.1% 709 $478K
Certified Advisory Corp 0.05% Reduce -0.7% 710 $478K
BayBridge Capital Group, LLC 0.34% Reduce -27.7% 710 $478K
Delta Investment Management, LLC 0.10% No change 708 $476K
Bahl & Gaynor LLC 0.00% No change 707 $476K
Accurate Wealth Management, LLC 0.09% Reduce -4.0% 690 $475K
Fiera Capital Corp 0.00% No change 704 $474K
Hamilton Capital, LLC 0.03% Add +1.4% 703 $473K
Measured Wealth Private Client Group, LLC 0.15% Add +5.6% 701 $472K
Ausdal Financial Partners, Inc. 0.04% Add +33.3% 700 $471K
Certuity, LLC 0.05% Add +0.3% 695 $468K
Princeton Capital Management LLC 0.16% Reduce -4.2% 693 $466K
Asset Dedication, LLC 0.04% Add +0.3% 691 $465K
ICONIQ Capital, LLC 0.01% Add +23.7% 690 $464K
LMG Wealth Partners, LLC 0.10% No change 689 $464K
Compass Capital Corp. /Ma/ 0.24% No change 687 $463K
Allegiance Financial Group Advisory Services LLC 0.14% Add +81.2% 683 $460K
AlphaCore Capital LLC 0.04% Add +28.9% 682 $459K
NFSG Corp 0.11% Add +1.0% 680 $458K
Payne Capital Management, LLC 0.19% No change 675 $454K
Uniting Wealth Partners, LLC 0.23% No change 673 $453K
Marco Investment Management LLC 0.04% Reduce -1.9% 673 $453K
Ascentis Independent Advisors 0.09% Add +11.3% 671 $452K
49 Wealth Management, LLC 0.05% Add +0.1% 671 $451K
Stratos Wealth Advisors, LLC 0.02% Reduce -17.7% 669 $451K
Cornerstone Wealth Group, LLC 0.04% Add +3.9% 664 $447K
Athena Investment Management 0.27% Reduce -21.7% 663 $446K
Kavar Capital Partners Group, LLC 0.07% No change 662 $446K
Etesian Wealth Advisors, Inc. 0.19% Reduce -0.8% 657 $442K
Accelerate Investment Advisors LLC 0.37% Add +0.3% 653 $439K
FineMark National Bank & Trust 0.02% No change 644 $433K
FAS Wealth Partners, Inc. 0.04% Add +0.2% 643 $432K
Meritage Portfolio Management 0.03% No change 642 $432K
Baker Avenue Asset Management, LP 0.01% New 642 $432K
First Bancorp, Inc 0.28% No change 641 $431K
Kanawha Capital Management LLC 0.03% Reduce -0.8% 640 $431K
Tiemann Investment Advisors, LLC 0.20% Reduce -0.8% 640 $431K
Schwarz Dygos Wheeler Investment Advisors LLC 0.10% No change 640 $431K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 640 $431K
First Foundation Advisors 0.02% No change 640 $431K
Jump Financial, LLC 0.01% Reduce -76.5% 640 $431K
Chiron Capital Management, LLC 0.39% No change 639 $430K
Natural Investments, LLC 0.12% Add +11.7% 639 $430K
Advisor OS, LLC 0.05% Add +20.2% 637 $429K
Peak Planning Group, LLC 0.18% Add +0.8% 637 $429K
Gitterman Wealth Management, LLC 0.11% New 636 $428K
Wealth Alliance, LLC 0.05% Add +0.6% 636 $428K
OxenFree Capital LLC 0.33% New 626 $427K
Penserra Capital Management LLC 0.01% Reduce -59.6% 636 $427K
Tranquilli Financial Advisor LLC 0.27% Reduce -0.6% 633 $426K
Lodestar Private Asset Management LLC 0.05% No change 633 $426K
Cardinal Point Capital Management ULC 0.04% Reduce -10.0% 631 $425K
Ferguson Shapiro LLC 0.16% No change 628 $423K
Paragon Private Wealth Management, LLC 0.20% Reduce -12.7% 626 $421K
Quantessence Capital LLC 0.11% Reduce -89.8% 625 $421K
Alta Advisers Ltd 0.18% Add +47.4% 622 $419K
Boyd Watterson Asset Management LLC 0.13% No change 620 $417K
Charles Schwab Trust Co 0.03% No change 613 $413K
GPS Wealth Strategies Group, LLC 0.06% Reduce -6.7% 612 $412K
Fiduciary Financial Group, LLC 0.09% New 604 $410K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 608 $409K
Icon Wealth Advisors, LLC 0.03% Add +18.8% 608 $409K
Tritonpoint Wealth, LLC 0.04% Add +5.0% 606 $408K
Maridea Wealth Management LLC 0.13% Reduce -20.4% 605 $407K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +2.0% 603 $406K
Marcum Wealth, LLC 0.04% Reduce -1.9% 603 $406K
Berger Financial Group, Inc 0.03% Add +2.0% 603 $406K
YHB Investment Advisors, Inc. 0.03% No change 602 $405K
Parkside Financial Bank & Trust 0.05% Add +34.5% 601 $404K
Hummer Financial Advisory Services Inc 0.33% No change 600 $404K
Fielder Capital Group LLC 0.12% Add +14.5% 600 $404K
Groesbeck Investment Management Corp. 0.57% No change 600 $404K
Nations Financial Group Inc, /Ia/ 0.03% Add +48.1% 600 $404K
Fort Washington Investment Advisors Inc. 0.00% New 600 $404K
Ameriflex Group, Inc. 0.16% Add +2.9% 598 $403K
Strategic Advisors LLC 0.08% No change 598 $402K
Bridgewater Advisors Inc. 0.03% New 564 $399K
Versant Capital Management, Inc 0.07% Add +75.7% 592 $398K
Stevens Capital Management LP 0.10% Add +5.5% 592 $398K
NDVR, Inc. 0.40% Reduce -6.1% 589 $396K
Permanent Capital Management, LP 0.11% Add +4.6% 586 $395K
Plum Street Advisors, LLC 0.19% No change 586 $394K
Provenance Wealth Advisors, LLC 0.06% Reduce -23.9% 586 $394K
Dover Advisors, LLC 0.17% New 585 $394K
Proficio Capital Partners LLC 0.03% Add +6.6% 585 $394K
Hickory Point Bank & Trust 0.35% Reduce -2.5% 585 $394K
Marathon Strategic Advisors, LLC 0.42% No change 583 $392K
OneAscent Family Office, LLC 0.36% Add +2.1% 578 $389K
Bingham Private Wealth, LLC 0.40% Add +11.4% 576 $388K
NewEdge Wealth, LLC 0.01% Reduce -16.1% 575 $387K
Ethos Financial Group, LLC 0.04% No change 678 $387K
Quadrant Private Wealth Management, LLC 0.10% Reduce -8.3% 574 $387K
Crestwood Advisors Group, LLC 0.01% Add +31.4% 574 $386K
Ariston Services Group 0.32% Reduce -9.5% 572 $385K
Gilman Hill Asset Management, LLC 0.07% No change 571 $384K
Burke & Herbert Bank & Trust Co. 0.09% No change 567 $382K
Leigh Baldwin & Co., LLC 0.30% No change 563 $379K
Annis Gardner Whiting Capital Advisors, LLC 0.16% Add +1.6% 561 $378K
Waterloo Capital, L.P. 0.03% New 556 $374K
Legacy Financial Advisors, Inc. 0.06% Reduce -0.4% 556 $374K
Veltria Advisors Corp. 0.24% Reduce -38.2% 555 $374K
Penobscot Investment Management Company, Inc. 0.04% Reduce -3.5% 555 $374K
Westshore Wealth, LLC 0.16% Reduce -1.8% 554 $373K
ForthRight Wealth Management, LLC 0.12% No change 551 $371K
Clear Point Advisors Inc. 0.33% No change 550 $370K
Kieckhefer Group LLC 0.27% No change 550 $370K
West Paces Advisors Inc. 0.08% No change 550 $370K
CRA Financial Services, LLC 0.06% Reduce -0.5% 550 $370K
Stonebridge Capital Advisors LLC 0.03% Reduce -22.2% 548 $369K
Visionary Wealth Advisors 0.02% Add +3.8% 546 $367K
Colonial River Investments, LLC 0.20% Reduce -62.9% 543 $365K
Axxcess Wealth Management, LLC 0.01% Reduce -75.0% 543 $365K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Reduce -2.6% 525 $364K
Inscription Capital, LLC 0.06% — 677 $363K
GM Advisory Group, LLC 0.02% No change 537 $362K
Paragon Financial Partners, Inc. 0.28% No change 537 $361K
Cynosure Group, LLC 0.05% Add +4.3% 537 $361K
Marotta Asset Management 0.07% No change 728 $360K
Stock Yards Bank & Trust Co. 0.01% No change 533 $359K
LVW Advisors, LLC 0.04% Add +3.5% 528 $355K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -15.5% 528 $355K
Novem Group 0.05% Add +46.4% 527 $355K
L2 Asset Management, LLC 0.07% Add +6.7% 527 $355K
Dixon Fnancial Services, Inc. 0.19% No change 523 $352K
First Business Financial Services, Inc. 0.03% No change 523 $352K
Childress Capital Advisors, LLC 0.10% Add +0.6% 522 $352K
Angeles Wealth Management, LLC 0.03% Add +10.6% 522 $351K
Alaethes Wealth, LLC 0.13% No change 521 $351K
AGH Wealth Advisors, LLC 0.34% Reduce -4.4% 519 $349K
Baron Wealth Management LLC 0.15% Add +3.4% 516 $347K
Davis R M Inc. 0.01% Reduce -40.5% 515 $346K
PGIM Custom Harvest LLC 0.01% Add +1.4% 512 $345K
Smithfield Trust Co 0.02% Add +7.0% 508 $344K
Steel Grove Capital Advisors, LLC 0.05% No change 508 $342K
Deseret Mutual Benefit Administrators 0.17% Reduce -7.3% 506 $341K
EagleClaw Capital Managment, LLC 0.05% Reduce -3.8% 505 $340K
Philip James Wealth Mangement, LLC 0.04% Reduce -19.6% 505 $340K
Menard Financial Group LLC 0.22% Reduce -1.0% 477 $339K
Earned Wealth Advisors, LLC 0.07% Add +37.4% 500 $337K
Wills Financial Group LLC 0.15% — 500 $336K
Am Investment Strategies LLC 0.08% No change 497 $334K
Crewe Advisors LLC 0.05% Add +2.3% 496 $334K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -75.0% 493 $332K
Sonora Investment Management Group, LLC 0.03% Reduce -3.0% 492 $331K
BLB&B Advisors, LLC 0.02% No change 489 $329K
Trust Investment Advisors 0.21% New 486 $327K
Intrust Bank NA 0.03% Add +6.4% 484 $326K
Petra Financial Advisors Inc. 0.27% New 481 $324K
Investment House LLC 0.02% New 480 $323K
MBB Public Markets I LLC 0.04% New 480 $323K
Five Oceans Advisors 0.15% Add +0.6% 478 $322K
Vertex Planning Partners, LLC 0.07% Add +0.2% 478 $322K
111 Capital 0.06% Reduce -60.3% 477 $321K
JT Stratford LLC 0.06% Reduce -15.9% 475 $320K
Richwood Investment Advisors, LLC 0.27% No change 475 $320K
Wealth Quarterback LLC 0.18% Reduce -6.3% 472 $318K
Genesis Private Wealth, LLC 0.17% Reduce -5.6% 472 $318K
Fortress Financial Group, LLC 0.32% No change 471 $317K
RW Investment Management LLC 0.04% Add +1.7% 470 $317K
Breakwater Capital Group 0.06% Add +8.3% 469 $316K
Prosperity Consulting Group, LLC 0.02% Reduce -1.9% 469 $316K
SouthState Bank Corp 0.01% Add +48.4% 469 $316K
Sunbelt Securities, Inc. 0.03% Reduce -1.9% 468 $315K
Acorn Financial Advisory Services Inc. 0.06% No change 468 $315K
Bell Bank 0.02% Reduce -5.1% 467 $314K
McLean Asset Management Corp 0.10% Add +1.9% 481 $314K
Main Street Group, LTD 0.14% No change 467 $314K
Versor Investments LP 0.05% New 466 $314K
M.E. Allison & Co., Inc. 0.31% No change 463 $312K
Planned Solutions, Inc. 0.13% Reduce -16.3% 463 $312K
Shulman DeMeo Asset Management LLC 0.09% No change 459 $309K
Regatta Capital Group, LLC 0.06% Reduce -5.4% 459 $309K
Capital Analysts, LLC 0.01% Add +17.1% 459 $309K
Moody Aldrich Partners LLC 0.06% New 455 $306K
Hayek Kallen Investment Management 0.11% No change 455 $306K
Grove Bank & Trust 0.04% No change 453 $305K
RMR Wealth Builders 0.03% Add +1.6% 452 $304K
Sawgrass Asset Management LLC 0.04% New 450 $303K
Legacy Edge Advisors, LLC 0.05% Add +6.4% 449 $302K
Rothschild Investment LLC 0.02% Reduce -2.4% 449 $302K
Plan A Wealth LLC 0.23% New 448 $302K
Cidel Asset Management Inc. 0.02% Add +4.9% 446 $300K
Salem Investment Counselors Inc. 0.01% Add +2.8% 445 $300K
Park Square Financial Group, LLC 0.24% Add +2.1% 445 $299K
NBT Bank, N.A. 0.02% Reduce -3.1% 444 $299K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 444 $299K
Premier Path Wealth Partners, LLC 0.05% Reduce -2.0% 443 $298K
Wayfinding Financial, LLC 0.13% Reduce -2.4% 443 $298K
Obsidian Personal Planning Solutions LLC 0.13% No change 414 $295K
Cromwell Holdings LLC 0.19% No change 438 $295K
Milestone Asset Management, LLC 0.06% New 435 $293K
AEGON ASSET MANAGEMENT UK Plc 0.00% Add +1042.1% 434 $292K
iSAM Funds (UK) Ltd 0.14% Reduce -54.9% 434 $292K
Manske Wealth Management 0.11% No change 433 $292K
Affinity Investment Advisors, LLC 0.24% Reduce -0.2% 433 $291K
Sabal Trust CO 0.02% No change 432 $291K
1ST Source Bank 0.02% No change 431 $290K
LBMC Investment Advisors, LLC 0.02% No change 430 $289K
Dynamic Technology Lab Private Ltd 0.04% New 430 $289K
Financial Advocates Investment Management 0.02% New 427 $288K
Regent Peak Wealth Advisors LLC 0.07% Reduce -0.2% 427 $287K
Nebula Research & Development LLC 0.03% New 427 $287K
Sentry Investment Management LLC 0.19% New 433 $287K
Parthenon LLC 0.04% No change 426 $287K
Beaird Harris Wealth Management, LLC 0.02% No change 426 $287K
CoreCap Advisors, LLC 0.01% Reduce -35.7% 424 $285K
Everpar Advisors LLC 0.15% Add +12.8% 424 $285K
Banco Santander, S.A. 0.00% Reduce -77.1% 424 $285K
Gladstone Institutional Advisory LLC 0.01% Reduce -71.6% 422 $284K
Whipplewood Advisors, LLC 0.17% Add +84.7% 807 $283K
Narus Financial Partners, LLC 0.10% Add +11.7% 421 $283K
AdviceOne Advisory Services, LLC 0.23% Reduce -1.9% 420 $283K
Main Street Financial Solutions, LLC 0.02% Add +0.7% 419 $282K
GC Wealth Management RIA, LLC 0.05% Reduce -9.5% 419 $282K
Traveka Wealth, LLC 0.16% Add +0.5% 417 $281K
Hickory Asset Management, Inc. 0.25% Reduce -1.4% 417 $281K
Maia Wealth LLC 0.06% Add +1.3% 403 $280K
Manchester Capital Management LLC 0.03% Add +22.1% 414 $279K
Elyxium Wealth, LLC 0.12% New 413 $278K
Wellspring Financial Advisors, LLC 0.03% Add +1.7% 413 $278K
Quad-Cities Investment Group, LLC 0.14% No change 412 $277K
Gradient Investments LLC 0.01% Add +0.2% 411 $277K
Beaumont Financial Advisors, LLC 0.02% Add +3.0% 411 $277K
Wealth Management Associates, Inc. 0.12% No change 410 $276K
WPG Advisers, LLC 0.26% Reduce -6.2% 408 $275K
Argus Investors' Counsel, Inc. 0.21% Reduce -86.9% 407 $274K
Meadow Creek Wealth Advisors LLC 0.20% Reduce -19.6% 407 $274K
Aspiriant, LLC 0.01% Reduce -1.7% 405 $273K
Webster Bank, N. A. 0.03% No change 405 $273K
StrongBox Wealth, LLC 0.11% Reduce -8.2% 403 $271K
Trust Co. of Vermont 0.01% Add +2.5% 403 $271K
Quotient Wealth Partners, LLC 0.01% Add +9.5% 403 $271K
Sawyer & Company, Inc 0.11% Reduce -20.1% 402 $271K
Gibbs Wealth Management 0.07% Add +1.3% 402 $271K
Cypress Wealth Services, LLC 0.05% Add +1.5% 402 $270K
Mattson Financial Services, LLC 0.08% No change 400 $269K
ERn Financial, LLC 0.04% No change 400 $269K
Caption Management, LLC 0.01% New 400 $269K
Camelot Portfolios, LLC 0.17% New 400 $269K
Beach Investment Counsel Inc. 0.04% No change 400 $269K
Parisi Gray Wealth Management 0.09% Add +1.0% 399 $269K
Bar Harbor Wealth Management 0.02% Add +2.6% 398 $268K
Gryphon Financial Partners LLC 0.04% Add +3.7% 395 $266K
180 Wealth Advisors, LLC 0.04% Add +3.4% 395 $266K
One Day In July LLC 0.03% Add +3.4% 392 $264K
Wealthstream Advisors, Inc. 0.05% Add +2.4% 391 $263K
Smith, Moore & Co. 0.02% Add +6.8% 391 $263K
RiverFront Investment Group, LLC 0.01% No change 391 $263K
Ceera Investments, LLC 0.09% Reduce -95.7% 390 $262K
Optas, LLC 0.05% New 386 $260K
Allegheny Financial Group 0.07% New 386 $260K
Sivia Capital Partners, LLC 0.12% New 385 $259K
Successful Portfolios LLC 0.18% No change 384 $258K
Union Savings Bank 0.13% No change 383 $258K
Donaldson Capital Management, LLC 0.01% New 383 $258K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.5% 382 $257K
Tsfg, LLC 0.05% No change 381 $257K
Founders Financial Securities LLC 0.02% New 367 $257K
Seaside Wealth Management, Inc. 0.09% Add +0.5% 380 $256K
Alpha Family Trust 0.15% No change 375 $252K
Goldstein Advisors, LLC 0.04% Reduce -1.1% 375 $252K
Busey Bank 0.01% Add +5.7% 373 $251K
McClarren Financial Advisors, Inc. 0.17% Add +80.2% 672 $251K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% No change 372 $250K
Vestmark Advisory Solutions, Inc. 0.01% Add +5.1% 371 $250K
Westover Capital Advisors, LLC 0.06% New 370 $249K
Strategent Financial, LLC 0.22% No change 368 $248K
Kapstone Financial Advisors LLC 0.14% No change 368 $248K
United Community Bank 0.09% Add +12.9% 368 $248K
Glen Eagle Advisors, LLC 0.04% No change 367 $247K
OneAscent Investment Solutions LLC 0.29% — 367 $247K
Columbia Bank 0.09% New 366 $246K
Vaughan David Investments LLC 0.01% Reduce -10.1% 366 $246K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -5.9% 368 $246K
Stokes Family Office, LLC 0.03% Reduce -8.8% 365 $246K
Essex Bank 0.06% New 365 $246K
PFG Advisors 0.01% Reduce -9.8% 361 $243K
Americana Partners, LLC 0.01% No change 361 $243K
RPS Advisory Solutions LLC 0.17% New 360 $242K
Rollins Financial Advisors, LLC 0.04% Reduce -11.8% 359 $242K
Atlantic Union Bankshares Corp 0.01% New 358 $241K
Holistic Financial Partners 0.12% Add +0.3% 357 $240K
Bank Ozk 0.10% Reduce -48.5% 357 $240K
Cypress Capital Group 0.03% Reduce -87.8% 357 $240K
Boston Family Office LLC 0.02% No change 355 $239K
Legacy Advisors, LLC 0.02% New 354 $238K
Gateway Wealth Partners, LLC 0.05% No change 353 $238K
Ariadne Wealth Management, LP 0.12% Reduce -25.0% 342 $237K
Swisher Financial Concepts, Inc. 0.20% New 352 $237K
Red Door Wealth Management, LLC 0.04% New 352 $237K
Oregon Pacific Wealth Management, LLC 0.24% New 351 $236K
SMART Wealth LLC 0.08% New 351 $236K
Talbot Financial, LLC 0.03% No change 351 $236K
Adirondack Trust Co. 0.09% Reduce -1.1% 351 $236K
Tempus Wealth Planning, LLC 0.07% Reduce -2.8% 351 $236K
Aberdeen Wealth Management LLC 0.16% New 350 $236K
Shoker Investment Counsel, Inc. 0.08% New 350 $236K
FLC Capital Advisors 0.05% New 350 $236K
Bard Financial Services, Inc. 0.03% New 350 $236K
Columbus Macro, LLC 0.03% Reduce -4.6% 349 $235K
M3 Advisory Group, LLC 0.19% New 349 $235K
AdvisorNet Financial, Inc 0.02% Add +79.4% 348 $234K
Veracity Capital LLC 0.09% Reduce -2.3% 348 $234K
Caxton Associates LLP 0.01% — 346 $233K
Chicago Capital, LLC 0.01% Reduce -97.8% 346 $233K
Cornerstone Advisory, LLC 0.03% New 327 $233K
Cascade Investment Advisors, Inc. 0.16% New 345 $232K
Integrity Alliance, Llc. 0.01% New 344 $232K
Elm3 Financial Group, LLC 0.20% New 344 $232K
Bradley Foster & Sargent Inc. 0.00% New 344 $232K
CYBER HORNET ETFs LLC 0.23% New 342 $230K
Redhawk Wealth Advisors, Inc. 0.03% New 342 $230K
Freedom Investment Management, Inc. 0.02% New 341 $230K
Sandy Spring Bank 0.01% No change 341 $229K
Savvy Advisors, Inc. 0.02% Reduce -19.6% 340 $229K
Avidian Wealth Enterprises, LLC 0.01% New 339 $228K
Atlas Private Wealth Advisors 0.03% New 339 $228K
Colonial Trust Co / SC 0.04% Reduce -24.2% 339 $228K
OneAscent Wealth Management LLC 0.10% Reduce -40.1% 337 $227K
CFO4Life Group, LLC 0.04% New 336 $226K
Romano Brothers and Company 0.03% New 336 $226K
Palisades Hudson Asset Management, L.P. 0.10% Reduce -31.1% 335 $226K
Eisler Capital Management Ltd. 0.01% New 335 $225K
Private Client Services, LLC 0.11% New 334 $225K
Eastern Bank 0.00% Reduce -13.5% 332 $223K
Seizert Capital Partners, LLC 0.01% New 331 $223K
XML Financial, LLC 0.02% Reduce -45.8% 331 $223K
NWK Group, Inc. 0.10% New 330 $222K
Moss Adams Wealth Advisors LLC 0.02% New 329 $222K
Trust Point Inc. 0.02% Reduce -37.2% 329 $221K
Clifford Group, LLC 0.21% New 329 $221K
Capital Investment Advisory Services, LLC 0.02% New 328 $221K
Prelude Capital Management, LLC 0.02% New 328 $221K
Buck Wealth Strategies, LLC 0.04% New 327 $220K
J.Safra Asset Management Corp 0.02% Reduce -8.2% 327 $220K
Henderson Brothers Financial Partners, LLC 0.11% — 268 $220K
Beirne Wealth Consulting Services, LLC 0.08% New 325 $219K
Johnson Financial Group, Inc. 0.01% Add +151.9% 325 $219K
Corps Capital Advisors, LLC 0.23% New 325 $219K
KG Capital Management 0.07% Reduce -57.0% 325 $219K
Magnus Financial Group LLC 0.02% New 323 $217K
PharVision Advisers, LLC 0.30% New 321 $216K
Addison Advisors LLC 0.06% Add +1.3% 321 $216K
Fi3 FINANCIAL ADVISORS, LLC 0.09% New 320 $215K
Continuum Advisory, LLC 0.03% Add +0.9% 319 $215K
Parkside Advisors LLC 0.05% New 318 $214K
Armstrong Advisory Group, Inc. 0.02% No change 375 $214K
Finward Bancorp 0.18% New 316 $213K
Impact Capital Partners LLC 0.08% New 316 $213K
AlphaStar Capital Management, LLC 0.02% Reduce -11.5% 316 $213K
Vantage Financial Partners, LLC 0.05% New 315 $212K
Capital Investment Services of America, Inc. 0.02% New 315 $212K
JGP Global Gestao de Recursos Ltda. 0.16% New 311 $209K
Destination Wealth Management 0.01% New 310 $209K
Allianz SE 0.01% No change 310 $209K
Macroview Investment Management LLC 0.20% New 309 $208K
Willow Creek Wealth Management Inc. 0.02% New 308 $207K
Bremer Bank National Association 0.04% Reduce -67.5% 307 $207K
PFG Investments, LLC 0.01% New 306 $206K
Occidental Asset Management, LLC 0.03% New 306 $206K
Wealthspire Retirement, LLC 0.02% New 306 $206K
Abacus Planning Group, Inc. 0.04% New 305 $205K
Tyche Wealth Partners LLC 0.04% New 305 $205K
Apella Capital, LLC 0.01% New 305 $205K
Hamilton Point Investment Advisors, LLC 0.04% New 301 $203K
Focus Financial Network, Inc. 0.01% New 300 $202K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 300 $202K
Aufman Associates Inc 0.14% New 300 $202K
Investment Partners, LTD. 0.08% New 300 $202K
BCGM Wealth Management, LLC 0.06% New 300 $202K
Keudell/Morrison Wealth Management 0.05% New 300 $202K
Burling Wealth Partners, LLC 0.04% New 300 $202K
Shufro Rose & Co. LLC 0.02% New 300 $202K
Poinciana Advisors Group, LLC 0.21% Reduce -39.4% 299 $202K
Cary Street Partners Investment Advisory LLC 0.12% Add +12.4% 299 $201K
Allen Capital Group, LLC 0.02% New 299 $201K
Virtus Advisers, LLC 0.13% New 298 $201K
Evermay Wealth Management LLC 0.03% No change 294 $198K
ORG Partners LLC 0.05% Add +4.3% 291 $196K
Pacific Center for Financial Services 0.05% No change 286 $192K
Clean Yield Group 0.06% Reduce -13.9% 286 $192K
Key Financial Inc 0.04% No change 273 $184K
First Command Advisory Services, Inc. 0.00% Add +3.1% 268 $180K
GW&K Investment Management, LLC 0.00% Add +1.1% 267 $180K
CVA Family Office, LLC 0.03% Add +6.0% 265 $178K
Fortitude Family Office, LLC 0.06% No change 262 $176K
Avion Wealth 0.04% No change 306 $174K
West Oak Capital, LLC 0.10% No change 255 $172K
Acropolis Investment Management, LLC 0.01% Add +0.8% 253 $170K
Greykasell Wealth Strategies, Inc. 0.09% New 244 $164K
Kelly Lawrence W & Associates Inc. 0.04% No change 240 $162K
BOK Financial Private Wealth, Inc. 0.01% Reduce -3.3% 236 $159K
Groupe la Francaise 0.00% Reduce -7.0% 238 $158K
General Partner, Inc. 0.10% No change 234 $157K
Plante Moran Financial Advisors, LLC 0.01% Add +37.6% 234 $157K
LRI Investments, LLC 0.01% Reduce -10.6% 229 $154K
Trifecta Capital Advisors, LLC 0.03% No change 227 $153K
First United Bank & Trust 0.06% No change 225 $151K
Davis Capital Management 0.12% Reduce -10.5% 222 $149K
North Capital, Inc. 0.14% — 217 $146K
Paladin Advisory Group, LLC 0.12% Reduce -13.9% 216 $145K
Westside Investment Management, Inc. 0.03% No change 205 $138K
Zions Bancorporation, National Association 0.01% — 203 $137K
City Holding Co. 0.02% No change 200 $135K
Hazlett, Burt & Watson, Inc. 0.06% Add +52.3% 198 $133K
Archer Investment Corp 0.03% No change 190 $128K
Bay Harbor Wealth Management, LLC 0.04% Reduce -4.6% 185 $125K
Olde Wealth Management, LLC 0.04% New 182 $122K
Banque Transatlantique SA 0.00% Add +1066.7% 175 $118K
Pacifica Partners Inc. 0.05% No change 164 $118K
FSA Wealth Management LLC 0.05% No change 174 $117K
North Star Investment Management Corp. 0.01% Add +1.2% 174 $117K
Dynamic Wealth Strategies, LLC 0.10% New 172 $116K
Laurel Wealth Advisors LLC 0.02% No change 170 $114K
Ameliora Wealth Management Ltd. 0.04% No change 170 $114K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.4% 170 $114K
Centerpoint Advisors, LLC 0.04% No change 169 $114K
Rosenberg Matthew Hamilton 0.03% Add +21.6% 169 $114K
Alpine Bank Wealth Management 0.02% — 169 $114K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 165 $111K
Flagship Wealth Advisors, LLC 0.05% No change 164 $110K
Rossby Financial, LCC 0.05% New 155 $108K
Delta Asset Management LLC 0.01% Reduce -1.9% 155 $105K
MV Capital Management, Inc. 0.01% Add +1.3% 154 $104K
Hurley Capital, LLC 0.08% No change 153 $103K
TCTC Holdings, LLC 0.00% Add +25.8% 151 $102K
1248 Management, LLC 0.04% New 150 $101K
Orion Capital Management LLC 0.04% No change 144 $97K
Financial Perspectives, Inc 0.03% No change 143 $96K
Hemington Wealth Management 0.01% Add +23.5% 142 $95K
Optiver Holding B.V. 0.00% New 140 $94K
SBI Securities Co., Ltd. 0.00% Reduce -74.4% 140 $94K
High Note Wealth, LLC 0.02% No change 133 $90K
Covestor Ltd 0.06% Reduce -20.6% 131 $88K
Leonteq Securities AG 0.01% Reduce -75.6% 130 $88K
Tacita Capital Inc 0.06% No change 130 $87K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -10.3% 130 $87K
Itau Unibanco Holding S.A. 0.00% Reduce -9.7% 130 $87K
Farmers & Merchants Investments Inc. 0.00% No change 129 $87K
Mission Creek Capital Partners, Inc. 0.02% No change 10,224 $85K
Bank of New Hampshire 0.02% Reduce -19.5% 124 $83K
Cape Investment Advisory, Inc. 0.03% Add +19.6% 122 $82K
Quest 10 Wealth Builders, Inc. 0.09% Add +0.8% 121 $81K
Costello Asset Management, INC 0.03% New 120 $81K
Truvestments Capital LLC 0.02% Reduce -0.8% 120 $81K
Private Wealth Management Group, LLC 0.03% Add +1.7% 118 $79K
Sarver Vrooman Wealth Advisors 0.05% — 118 $79K
True Wealth Design, LLC 0.03% Reduce -31.2% 117 $79K
St Germain D J Co. Inc. 0.00% No change 117 $79K
Hara Capital LLC 0.05% No change 116 $78K
Ransom Advisory, Ltd 0.04% No change 115 $77K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.7% 107 $72K
S&T Bank 0.02% No change 105 $71K
Frazier Financial Advisors, LLC 0.05% New 104 $70K
Chelsea Counsel Co. 0.04% No change 100 $67K
Birchbrook, Inc. 0.04% No change 100 $67K
Monetary Management Group Inc. 0.02% No change 100 $67K
Peoples Financial Services Corp. 0.03% No change 100 $67K
Cornerstone Planning Group LLC 0.02% Add +1840.0% 97 $67K
Centennial Bank 0.03% No change 99 $67K
Riverview Trust Co 0.06% Reduce -3.2% 91 $61K
Bollard Group LLC 0.00% No change 87 $58K
TFC Financial Management, Inc. 0.01% No change 84 $57K
Carolinas Wealth Consulting LLC 0.01% Reduce -1.2% 83 $56K
Winnacle Wealth LLC 0.05% Reduce -94.0% 83 $55K
Evolution Advisers, Inc. 0.03% No change 83 $55K
Richardson Financial Services Inc. 0.04% Reduce -2.4% 80 $54K
Pinnacle Bancorp, Inc. 0.02% No change 79 $53K
Creative Capital Management Investments LLC 0.02% No change 78 $52K
Bruce G. Allen Investments, LLC 0.04% Reduce -6.1% 77 $52K
Rise Advisors, LLC 0.02% Add +2.7% 76 $51K
Dagco, Inc. 0.02% New 70 $47K
Principia Wealth Advisory, LLC 0.04% Add +1.5% 68 $46K
Graney & King, LLC 0.03% No change 67 $45K
Pandora Wealth, Inc. 0.03% — 60 $40K
Atala Financial Inc 0.03% No change 59 $40K
Washington Trust Advisors, Inc. 0.00% Add +5.5% 58 $39K
SJS Investment Consulting Inc. 0.01% No change 58 $39K
Flaharty Asset Management, LLC 0.01% New 58 $39K
Crews Bank & Trust 0.01% No change 58 $39K
Bogart Wealth, LLC 0.00% Add +20.4% 53 $36K
Marquette Asset Management, LLC 0.01% No change 52 $35K
Mascoma Wealth Management LLC 0.01% No change 51 $34K
NewSquare Capital LLC 0.00% Add +466.7% 51 $34K
Saudi Central Bank 0.18% New 50 $34K
Millstone Evans Group, LLC 0.02% No change 50 $34K
Sittner & Nelson, LLC 0.01% No change 50 $34K
Binnacle Investments Inc 0.02% — 49 $33K
Core Alternative Capital 0.01% No change 49 $33K
Aventura Private Wealth, LLC 0.02% No change 47 $32K
Kestra Investment Management, LLC 0.00% Reduce -51.5% 47 $32K
Bell Investment Advisors, Inc 0.01% Add +2.2% 46 $31K
Harbor Investment Advisory, LLC 0.00% No change 45 $30K
Medallion Wealth Advisors, LLC 0.01% Add +7.3% 44 $30K
Hexagon Capital Partners LLC 0.01% No change 44 $30K
2UniFi Bank 0.02% Add +64.3% 46 $29K
Valued Wealth Advisors LLC 0.02% No change 43 $29K
Capital A Wealth Management, LLC 0.03% Reduce -6.5% 43 $29K
Vermillion Wealth Management, Inc. 0.01% No change 41 $28K
Aspect Partners, LLC 0.02% No change 41 $28K
Canton Hathaway, LLC 0.01% No change 40 $27K
Tanglewood Legacy Advisors, LLC 0.01% No change 40 $27K
Trust Co 0.00% No change 40 $27K
First Financial Corp. 0.01% No change 38 $26K
Physician Wealth Advisors, Inc. 0.00% Add +2.8% 37 $25K
American Capital Advisory, LLC 0.01% New 36 $24K
Clearstead Trust, LLC 0.01% Add +33.3% 36 $24K
Westend Capital Management, LLC 0.01% New 35 $24K
Indiana Trust & Investment Management Co 0.01% No change 35 $24K
Activest Wealth Management 0.01% Add +3200.0% 33 $22K
Cherry Tree Wealth Management, LLC 0.01% Add +43.5% 33 $22K
Sound Income Strategies, LLC 0.00% Add +26.9% 33 $22K
Ogorek Anthony Joseph /NY/ 0.01% New 34 $22K
HHM Wealth Advisors, LLC 0.00% No change 32 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +3.2% 32 $22K
Dunhill Financial, LLC 0.01% Reduce -8.8% 31 $21K
Sachetta, LLC 0.01% Reduce -3.2% 30 $20K
JDM Financial Group LLC 0.01% No change 30 $20K
Hoey Investments, Inc. 0.00% No change 30 $20K
Salomon & Ludwin, LLC 0.00% No change 30 $20K
Sierra Ocean, LLC 0.02% Add +45.0% 29 $20K
Atwood & Palmer Inc. 0.00% Reduce -20.6% 27 $18K
Hughes Financial Services, LLC 0.00% New 26 $18K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 26 $17K
Graybill Wealth Management, LTD. 0.01% — 25 $17K
Abound Wealth Management 0.01% Reduce -20.0% 24 $16K
IAG Wealth Partners, LLC 0.00% No change 24 $16K
Meeder Asset Management Inc. 0.00% Reduce -99.8% 23 $15K
Barnes Dennig Private Wealth Management LLC 0.02% — 20 $13K
Godsey & Gibb, Inc. 0.00% No change 20 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 19 $13K
Avalon Trust Co 0.00% No change 19 $13K
Pineridge Advisors LLC 0.00% Add +88.9% 17 $11K
Rakuten Securities, Inc. 0.01% Reduce -66.7% 17 $11K
Abound Financial, LLC 0.01% New 17 $11K
HighMark Wealth Management LLC 0.01% No change 16 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 16 $11K
LFA - Lugano Financial Advisors SA 0.01% New 15 $10K
Carolina Wealth Advisors, LLC 0.01% No change 15 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 15 $10K
Transce3nd, LLC 0.00% Add +7.1% 15 $10K
Disciplina Capital Management LLC 0.00% Reduce -76.2% 15 $10K
Albion Financial Group 0.00% No change 15 $10K
South Plains Financial, Inc. 0.01% No change 15 $10K
Highline Wealth Partners LLC 0.00% Add +27.3% 14 $9K
Solstein Capital, LLC 0.01% No change 14 $9K
Brown, Lisle/Cummings, Inc. 0.00% Add +40.0% 14 $9K
Beacon Capital Management, LLC 0.00% New 14 $9K
Coston, McIsaac & Partners 0.00% No change 13 $9K
Valley National Advisers Inc. 0.00% Reduce -26.3% 14 $9K
Fairway Wealth LLC 0.00% New 13 $9K
Estabrook Capital Management 0.00% No change 13 $9K
Country Trust Bank 0.00% No change 13 $9K
Copia Wealth Management 0.01% No change 12 $8K
LGT Financial Advisors LLC 0.02% Reduce -87.5% 11 $8K
Ridgewood Investments LLC 0.00% No change 11 $7K
Byrne Asset Management LLC 0.01% No change 10 $7K
Raffa Wealth Management, LLC 0.00% Reduce -16.7% 10 $7K
Piscataqua Savings Bank 0.01% No change 10 $7K
CBIZ Investment Advisory Services, LLC 0.00% Add +200.0% 9 $6K
Global Financial Private Client, LLC 0.00% Add +80.0% 9 $6K
McIlrath & Eck, LLC 0.00% New 9 $6K
JNBA Financial Advisors 0.00% Reduce -67.9% 9 $6K
Kozak & Associates, Inc. 0.00% New 8 $6K
ROSS\JOHNSON & Associates LLC 0.09% New 8 $5K
Park Place Capital Corp 0.00% No change 8 $5K
Financial Management Professionals, Inc. 0.00% Add +166.7% 8 $5K
N.E.W. Advisory Services LLC 0.00% New 8 $5K
Redmont Wealth Advisors LLC 0.01% New 7 $5K
Wealth Preservation Advisors, LLC 0.00% — 7 $5K
MPWM Advisory Solutions, LLC 0.00% No change 7 $5K
New Millennium Group LLC 0.00% No change 7 $4K
TD Capital Management LLC 0.00% No change 6 $4K
WealthTrak Capital Management LLC 0.00% Add +20.0% 6 $4K
Clark Wealth Partners 0.00% No change 6 $4K
Compass Financial Services Inc 0.00% New 6 $4K
Greenline Partners, LLC 0.00% New 6 $4K
Motco 0.00% Reduce -87.8% 6 $4K
BankPlus Trust Department 0.00% New 5 $3K
Blume Capital Management, Inc. 0.00% New 5 $3K
Arcadia Investment Management Corp. 0.00% No change 5 $3K
WestEnd Advisors, LLC 0.00% Add +150.0% 5 $3K
WealthCollab, LLC 0.00% No change 4 $3K
Gold Investment Management Ltd. 0.00% No change 4 $3K
Ruedi Wealth Management, Inc. 0.00% No change 4 $3K
Creative Financial Designs Inc. 0.00% New 4 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $3K
Parkworth Wealth Management, Inc. 0.00% No change 3 $2K
Legacy Wealth Managment, LLC 0.00% No change 3 $2K
Dogwood Wealth Management LLC 0.00% New 3 $2K
FWL Investment Management, LLC 0.00% New 3 $2K
Wood Tarver Financial Group, LLC 0.00% No change 3 $2K
Global Wealth Strategies & Associates 0.00% No change 3 $2K
Nvwm, LLC 0.00% No change 3 $2K
Nemes Rush Group LLC 0.00% No change 3 $2K
Tortoise Investment Management, LLC 0.00% No change 3 $2K
Redwood Park Advisors LLC 0.00% No change 2 $1K
Rialto Wealth Management, LLC 0.00% New 2 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
PayPay Securities Corp 0.05% Reduce -80.0% 1 $957
PEAK6 LLC 0.00% Reduce -99.9% 1 $757
HFM Investment Advisors, LLC 0.00% — 1 $673
Riggs Asset Managment Co. Inc. 0.00% No change 1 $673
West Branch Capital LLC 0.00% No change 1 $673
Iron Horse Wealth Management, LLC 0.00% New 1 $673
Stonebridge Financial Group, LLC 0.00% New 1 $673
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $673
Chesapeake Asset Management LLC 0.00% No change 1 $672
Perkins Coie Trust Co 0.00% New 1 $672

"% of holder's portfolio" is MCK's weight in each manager's 13F, not the share of McKesson Corp. the manager owns.