McKessonMCK

13F holders, Q2 2025 (June 30)
1,792holders +36
155new positions
109sold out
8famous investors
$732.05avg. 13F price*

At the end of Q2 2025, 1,792 institutions reported holding McKesson Corp. (MCK) in their 13F filings, up 36 from Q1 2025. 155 opened new positions and 109 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock, Inc. ($8.2B) and State Street Corp. ($4.2B). 8 famous investors held it, including Cliff Asness (0.5% of AQR Capital Management's portfolio), Ray Dalio (0.4% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions155$714.9M
Exits109$559.7M

All 13F filers, Q1 2025 → Q2 2025: 8,488,049 shares bought and 8,303,123 shares sold, net +184,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,792 holders

Vanguard Group Inc. 0.14% Add +2.0% 12,072,090 $8.8B
BlackRock, Inc. 0.16% Add +3.3% 11,250,908 $8.2B
State Street Corp. 0.16% Add +0.1% 5,699,009 $4.2B
JPMorgan Chase & Co. 0.24% Add +7.3% 4,812,846 $3.5B
Massachusetts Financial Services Co. 0.93% Reduce -13.4% 3,984,579 $2.9B
Geode Capital Management, LLC 0.14% Add +4.1% 2,820,724 $2.1B
Franklin Resources Inc. 0.51% Reduce -4.5% 2,590,373 $1.9B
Morgan Stanley 0.12% Add +0.1% 2,408,657 $1.8B
Alliancebernstein L.P. 0.54% Add +150.4% 2,268,015 $1.7B
FMR LLC 0.09% Add +33.0% 2,147,098 $1.6B
Norges Bank 0.17% Add +4.1% 1,837,742 $1.3B
T. Rowe Price Investment Management, Inc. 0.83% Reduce -36.9% 1,785,656 $1.3B
Bank of America Corp. 0.10% Add +6.6% 1,717,005 $1.3B
Northern Trust Corp. 0.15% Reduce -1.1% 1,526,243 $1.1B
Royal Bank of Canada 0.21% Reduce -17.6% 1,503,961 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Add +0.7% 1,294,232 $948.4M
Boston Partners 1.01% Reduce -14.7% 1,247,596 $913.1M
Arrowstreet Capital, Limited Partnership 0.64% Add +56.4% 1,236,536 $906.1M
Nordea Investment Management AB 0.67% Reduce -8.7% 994,678 $722.2M
WCM Investment Management, LLC 1.62% Reduce -9.6% 978,333 $710.1M
Invesco Ltd. 0.12% Reduce -11.4% 940,708 $689.3M
T. Rowe Price Associates Inc. 0.07% Reduce -30.3% 899,844 $659.4M
Charles Schwab Investment Management Inc. 0.11% Add +3.1% 885,908 $649.2M
Legal & General Group Plc 0.16% Reduce -4.5% 874,369 $640.7M
AQR Capital Management 0.51% Reduce -10.4% 855,699 $620.8M
Manufacturers Life Insurance Company, The 0.56% Add +34.1% 839,690 $615.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.64% Add +45.6% 833,780 $611.0M
Bank of New York Mellon Corp 0.12% Reduce -7.2% 830,724 $608.7M
Goldman Sachs Group Inc. 0.09% Add +0.8% 761,155 $557.8M
TD Asset Management Inc 0.47% Reduce -3.9% 752,872 $551.7M
Janus Henderson Group PLC 0.27% Add +5.6% 741,629 $543.4M
UBS Group AG 0.10% Add +3.7% 674,479 $494.2M
Acadian Asset Management LLC 0.96% Add +68.0% 636,596 $466.4M
Nuveen, LLC 0.13% Reduce -10.2% 633,868 $464.5M
Amundi 0.15% Reduce -4.4% 631,431 $445.4M
Swedbank AB 0.49% Reduce -6.9% 595,315 $436.2M
Voya Investment Management LLC 0.45% Reduce -17.8% 535,259 $391.7M
Pacer Advisors, Inc. 1.02% Add +4968.4% 532,583 $390.3M
Bessemer Group Inc. 0.62% Reduce -6.0% 524,801 $384.6M
California Public Employees Retirement System 0.24% Reduce -15.8% 512,057 $375.2M
GQG Partners LLC 0.51% New 490,526 $359.5M
Barclays PLC 0.14% Add +15.1% 470,962 $345.1M
Wellington Management Group LLP 0.06% Add +8.9% 465,802 $341.3M
Qube Research & Technologies Ltd 0.47% Add +143.7% 462,798 $339.1M
Wells Fargo & Company 0.07% Add +6.9% 459,937 $337.0M
Jacobs Levy Equity Management, Inc. 1.29% Reduce -13.8% 449,556 $329.4M
Deutsche Bank AG 0.12% Reduce -17.8% 437,967 $320.9M
Ameriprise Financial Inc. 0.08% Add +2.8% 427,700 $313.0M
Clearbridge Investments, LLC 0.24% Reduce -2.6% 398,456 $292.0M
Bank of Montreal 0.15% Add +6.1% 391,814 $287.1M
Carmignac Gestion 4.40% Reduce -16.3% 390,112 $285.9M
Holocene Advisors, LP 0.69% Reduce -35.1% 380,025 $278.5M
Swiss National Bank 0.17% Add +6.0% 379,350 $278.0M
National Pension Service 0.24% Add +16.6% 376,778 $276.1M
Dimensional Fund Advisors LP 0.06% Reduce -5.9% 352,815 $258.5M
Mackenzie Financial Corp. 0.33% Reduce -2.2% 350,357 $256.7M
Scharf Investments, LLC 7.35% Reduce -8.5% 348,429 $255.3M
Russell Investments Group, Ltd. 0.30% Add +3.7% 319,535 $233.9M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +0.4% 315,284 $231.0M
Farallon Capital Management, L.L.C. 1.05% Reduce -43.1% 314,600 $230.5M
Assenagon Asset Management S.A. 0.36% Add +30.5% 309,076 $226.5M
Two Sigma Advisers, LP 0.45% Add +1.4% 299,300 $219.3M
Envestnet Asset Management Inc. 0.06% Add +4.0% 294,196 $215.6M
Two Sigma Investments, LP 0.40% Reduce -11.2% 289,430 $212.1M
Raymond James Financial Inc. 0.07% Add +15.3% 289,278 $212.0M
Principal Financial Group Inc. 0.11% Reduce -0.9% 281,567 $206.3M
SurgoCap Partners LP 7.53% Reduce -8.8% 268,155 $196.5M
Victory Capital Management Inc. 0.13% Reduce -23.4% 262,296 $192.2M
Rhumbline Advisers 0.16% Add +1.5% 262,015 $192.0M
HSBC Holdings PLC 0.12% Add +3.8% 261,007 $191.0M
Man Group plc 0.39% Add +40.1% 239,324 $175.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +5.7% 239,319 $175.4M
FIL Ltd 0.14% Add +23.7% 228,481 $167.4M
BNP Paribas Financial Markets 0.13% Add +11.6% 227,251 $166.5M
DekaBank Deutsche Girozentrale 0.29% Add +1.7% 227,498 $165.2M
Handelsbanken Fonder AB 0.56% Add +0.5% 216,909 $158.9M
New York State Common Retirement Fund 0.20% Reduce -15.6% 202,630 $148.5M
California State Teachers Retirement System 0.16% Reduce -3.8% 201,830 $147.9M
Natixis Advisors, LLC 0.23% Reduce -3.8% 201,189 $147.4M
Renaissance Technologies 0.19% Add +24665.8% 198,126 $145.2M
Robeco Institutional Asset Management B.V. 0.23% Add +10.3% 195,912 $143.6M
Caisse de depot et placement du Quebec 0.31% Reduce -31.5% 195,318 $143.1M
PNC Financial Services Group, Inc. 0.09% Add +83.8% 194,904 $142.8M
TrinityBridge Ltd 4.12% Add +17.3% 192,315 $140.9M
CANADA LIFE ASSURANCE Co 0.22% Reduce -5.0% 186,134 $136.6M
LPL Financial LLC 0.05% Add +18.4% 184,589 $135.3M
Macquarie Group Ltd. 0.16% Reduce -12.6% 182,387 $133.6M
Wealth Enhancement Advisory Services, LLC 0.22% Add +1.4% 185,788 $133.6M
Brandes Investment Partners, LP 1.17% Reduce -46.1% 177,220 $129.9M
Nomura Asset Management Co. Ltd. 0.35% Reduce -16.6% 172,332 $126.3M
Corient Private Wealth LP 0.17% Reduce -4.9% 171,941 $126.0M
First Trust Advisors LP 0.10% Add +22.7% 170,755 $125.1M
Capital International Investors 0.02% Add +9.5% 162,554 $119.1M
Allianz Asset Management GmbH 0.16% Add +23.9% 162,414 $119.0M
Panagora Asset Management Inc. 0.52% Add +74.3% 158,666 $116.3M
Danica Pension, Livsforsikringsaktieselskab 1.93% Add +2.8% 157,748 $115.6M
STRS Ohio 0.42% Reduce -17.1% 152,016 $111.4M
Candriam S.C.A. 0.64% Add +24.1% 150,600 $110.4M
TCW Group Inc. 0.86% Reduce -3.3% 149,901 $109.8M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -31.3% 149,773 $109.8M
Sei Investments Co. 0.13% Add +2.8% 148,885 $109.1M
Bridgewater Associates 0.44% Reduce -5.4% 147,769 $108.3M
Schroder Investment Management Group 0.09% Reduce -14.4% 146,874 $107.6M
Sands Capital Management, LLC 0.31% Add +59.0% 145,867 $106.9M
Alecta Tjanstepension Omsesidigt 0.48% New 139,500 $102.2M
Commerce Bank 0.60% Add +1.2% 139,309 $102.1M
Haverford Trust Co 0.94% Reduce -2.1% 135,084 $99.0M
Neuberger Berman Group LLC 0.08% Add +7.0% 134,009 $98.2M
Tredje AP-fonden 0.78% Add +4.3% 132,896 $97.4M
Storebrand Asset Management As 0.28% Reduce -2.6% 131,356 $96.3M
Atalanta Sosnoff Capital, LLC 1.94% Reduce -0.7% 130,240 $95.4M
Railway Pension Investments Ltd 1.30% Reduce -8.6% 126,122 $92.4M
Public Sector Pension Investment Board 0.39% Add +18.4% 124,539 $91.3M
State Board of Administration of Florida Retirement System 0.16% Reduce -0.3% 124,371 $91.1M
Prudential Financial Inc. 0.12% Reduce -4.1% 123,719 $90.7M
Skandinaviska Enskilda Banken AB (publ) 0.39% Add +36.8% 123,246 $90.3M
Clark Capital Management Group, Inc. 0.60% Add +0.5% 118,204 $86.6M
Anchor Capital Advisors LLC 2.52% Reduce -3.6% 117,025 $85.8M
KBC Group NV 0.23% Reduce -5.7% 116,444 $85.3M
Citigroup Inc. 0.06% Reduce -18.0% 114,809 $84.1M
APG Asset Management N.V. 0.25% Add +1.0% 133,961 $83.6M
Aviva PLC 0.17% Reduce -6.6% 113,309 $83.0M
Korea Investment CORP 0.18% Reduce -4.3% 110,277 $80.8M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -7.0% 107,592 $78.8M
Meyer Handelman Co. 2.59% Reduce -2.3% 107,081 $78.5M
Canada Pension Plan Investment Board 0.07% Add +443.0% 105,613 $77.4M
National Bank of Canada 0.08% Reduce -40.6% 105,343 $77.2M
Bristol Gate Capital Partners Inc. 4.36% Reduce -39.2% 104,701 $76.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Add +12.2% 103,546 $75.9M
New York State Teachers Retirement System 0.16% Reduce -1.2% 102,058 $74.8M
D. E. Shaw & Co. 0.08% Add +29.2% 100,419 $73.6M
Danske Bank A/S 0.18% Add +74.5% 98,081 $71.9M
Cornerstone Investment Partners, LLC 3.15% Add +0.2% 97,419 $71.4M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +49.5% 96,890 $71.0M
Ensign Peak Advisors, Inc 0.12% Reduce -15.1% 95,129 $69.7M
AXA S.A. 0.19% Add +128.3% 91,625 $67.1M
Pictet Asset Management Holding SA 0.07% Reduce -3.8% 90,556 $66.4M
Mediolanum International Funds Ltd 0.74% Reduce -9.3% 85,688 $62.2M
US Bancorp \de 0.08% Reduce -2.3% 83,760 $61.4M
Mariner, LLC 0.09% Add +5.0% 83,065 $60.9M
Becker Capital Management Inc. 1.85% Reduce -3.6% 80,958 $59.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.35% Add +233.7% 81,020 $59.4M
Trexquant Investment LP 0.65% New 78,966 $57.9M
State of Wisconsin Investment Board 0.14% Add +3.0% 78,482 $57.5M
Truist Financial Corp. 0.08% Add +2.5% 74,841 $54.8M
Lord, Abbett & Co. LLC 0.18% Reduce -11.2% 74,573 $54.6M
HighTower Advisors, LLC 0.07% Add +0.2% 74,028 $54.2M
Employees Retirement System of Texas 0.52% Reduce -9.2% 73,849 $54.1M
PFM Health Sciences, LP 4.71% Reduce -25.8% 72,313 $53.0M
Aberdeen Group plc 0.09% Add +2.4% 69,971 $51.3M
Main Street Research LLC 3.16% Add +0.8% 69,178 $50.7M
Great Lakes Advisors, LLC 0.42% Reduce -1.9% 68,492 $50.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +13.1% 67,051 $49.1M
KLP Kapitalforvaltning As 0.21% Add +15.7% 66,910 $49.1M
Chevy Chase Trust Holdings, LLC 0.14% Add +0.7% 66,660 $48.8M
Creative Planning 0.04% Add +5.5% 66,509 $48.7M
Teacher Retirement System of Texas 0.20% Reduce -6.1% 66,482 $48.7M
Royal London Asset Management Ltd. 0.11% Reduce -5.2% 65,713 $48.2M
Los Angeles Capital Management LLC 0.18% Add +32.2% 65,045 $47.7M
Lido Advisors, LLC 0.25% Add +3.0% 63,480 $46.6M
CIBC Asset Management Inc 0.15% Reduce -8.1% 63,466 $46.4M
Focus Partners Wealth 0.10% Reduce -12.2% 62,844 $46.1M
Zurich Insurance Group Ltd 0.35% Reduce -26.3% 62,713 $46.0M
Public Employees Retirement System of Ohio 0.15% Reduce -2.1% 61,965 $45.4M
Burney Co./ 1.51% Reduce -1.2% 60,969 $44.7M
O'shaughnessy Asset Management, LLC 0.30% Add +9.6% 59,545 $43.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.40% Add +16.3% 59,153 $43.3M
Asset Management One Co., Ltd. 0.14% Reduce -1.3% 58,909 $43.2M
Treasurer of the State of North Carolina 0.14% Add +0.9% 58,623 $43.0M
Signature Estate & Investment Advisors LLC 0.99% Add +6.8% 58,471 $42.8M
Cerity Partners LLC 0.08% Add +2.1% 57,774 $42.3M
Stifel Financial Corp. 0.04% Add +11.9% 57,280 $42.0M
Achmea Investment Management B.V. 0.54% Add +1.2% 57,027 $41.8M
Todd Asset Management LLC 0.89% Reduce -1.1% 56,218 $41.2M
Rathbones Group PLC 0.17% Add +4.4% 55,157 $40.4M
Federation des caisses Desjardins du Quebec 0.18% Reduce -11.6% 54,572 $40.0M
Van Eck Associates Corp. 0.05% Reduce -13.4% 54,569 $40.0M
Resona Asset Management Co.,Ltd. 0.19% Reduce -0.8% 54,385 $39.8M
Westwood Holdings Group Inc. 0.29% Add +778.7% 53,690 $39.3M
BNP Paribas 1.26% Add +14.5% 53,259 $38.9M
Toronto Dominion Bank 0.08% Add +8.2% 51,829 $38.0M
Quadrature Capital Ltd 0.65% New 51,499 $37.7M
Marex Group Ltd 0.72% Add +5037.0% 51,370 $37.6M
Smith Group Asset Management, LLC 2.45% Add +2.7% 51,015 $37.4M
Zuckerman Investment Group, LLC 3.56% Reduce -15.0% 49,908 $36.6M
Susquehanna Fundamental Investments, LLC 0.98% No change 49,509 $36.3M
Renaissance Group LLC 1.40% Reduce -18.1% 49,014 $35.9M
Squarepoint Ops LLC 0.08% Add +16.4% 48,806 $35.8M
Commonwealth Equity Services, LLC 0.05% Reduce -15.5% 48,678 $35.7M
State of Tennessee, Department of Treasury 0.13% Reduce -3.4% 48,509 $35.5M
Ninety One UK Ltd 0.08% Reduce -42.1% 47,820 $35.0M
Teachers Retirement System of the State of Kentucky 0.28% Add +0.4% 47,329 $34.7M
Horiko Capital Management LLC 9.05% Reduce -3.1% 47,403 $34.7M
DNB Asset Management AS 0.14% Add +0.5% 47,277 $34.6M
Advisors Capital Management, LLC 0.48% Add +0.4% 46,931 $34.4M
Mn Services Vermogensbeheer B.V. 0.24% Reduce -4.3% 46,800 $34.3M
Janney Montgomery Scott LLC 0.09% Reduce -0.4% 46,616 $34.2M
Nisa Investment Advisors, LLC 0.15% Reduce -12.1% 46,067 $33.8M
Segall Bryant & Hamill, LLC 0.47% Reduce -39.6% 45,586 $33.4M
Wedge Capital Management L L P 0.58% Reduce -9.2% 44,062 $32.3M
Quantinno Capital Management LP 0.14% Add +43.4% 43,941 $32.2M
Tidal Investments LLC 0.21% Add +272.0% 43,403 $31.8M
Empowered Funds, LLC 0.36% Add +28.6% 43,207 $31.7M
Forsta Ap-Fonden 0.21% Add +6.5% 42,847 $31.4M
State of New Jersey Common Pension Fund D 0.12% Reduce -0.3% 42,356 $31.0M
Flputnam Investment Management Co. 0.53% Add +37.0% 42,023 $30.8M
Northwest & Ethical Investments L.P. 0.76% Reduce -11.0% 41,876 $30.7M
Captrust Financial Advisors 0.07% Add +2.1% 40,541 $29.7M
Bellevue Group AG 0.65% Add +32.3% 40,466 $29.7M
Ilmarinen Mutual Pension Insurance Co 0.24% No change 40,428 $29.6M
Vontobel Holding Ltd. 0.09% Reduce -32.3% 39,136 $28.7M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -7.8% 38,963 $28.6M
Clifford Swan Investment Counsel LLC 1.01% Reduce -5.6% 38,938 $28.5M
Baird Financial Group, Inc. 0.05% Add +5.7% 38,219 $28.0M
Xponance LLC 0.23% Add +29.0% 38,201 $28.0M
UniSuper Management Pty Ltd 0.19% Reduce -1.1% 38,097 $27.9M
Osaic Holdings, Inc. 0.05% Add +49.8% 38,670 $27.8M
Cetera Investment Advisers 0.05% Add +0.8% 37,812 $27.7M
M&G PLC 0.16% Add +14.3% 37,347 $27.4M
Steigerwald, Gordon & Koch Inc. 2.87% Reduce -0.5% 37,189 $27.3M
MetLife Investment Management, LLC 0.16% Add +6.3% 37,161 $27.2M
Florida Trust Wealth Management Co 0.83% Reduce -4.3% 36,968 $27.1M
Arizona State Retirement System 0.15% Reduce -3.4% 36,639 $26.8M
Gotham Asset Management 0.16% Add +36.4% 36,511 $26.8M
Braun Stacey Associates Inc. 0.95% Reduce -0.7% 35,708 $26.2M
Voloridge Investment Management, LLC 0.10% Reduce -86.9% 35,612 $26.1M
NorthCoast Asset Management LLC 0.11% Add +168.0% 35,223 $25.8M
Martingale Asset Management L P 0.62% Reduce -4.1% 34,507 $25.3M
Whittier Trust Co. 0.30% Add +128.1% 34,029 $24.9M
King Luther Capital Management Corp. 0.11% Add +6.0% 33,981 $24.9M
Sanctuary Advisors, LLC 0.15% Reduce -2.2% 33,586 $24.6M
Stanley Capital Management, LLC 4.13% No change 33,500 $24.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -53.6% 32,954 $24.1M
Ieq Capital, LLC 0.15% Add +14.0% 32,813 $24.0M
Payden & Rygel 1.96% No change 32,300 $23.7M
Private Wealth Partners, LLC 1.84% Reduce -8.8% 32,159 $23.6M
Comerica Bank 0.09% Add +0.1% 32,093 $23.5M
Calamos Advisors LLC 0.15% No change 31,782 $23.3M
Distillate Capital Partners LLC 1.24% Reduce -4.4% 31,593 $23.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +7.1% 30,684 $22.5M
Segment Wealth Management, LLC 1.42% Reduce -2.3% 30,620 $22.4M
Czech National Bank 0.17% Add +6.2% 30,581 $22.4M
Thompson Siegel & Walmsley LLC 0.37% Reduce -14.4% 29,830 $21.9M
Badgley Phelps Wealth Managers, LLC 0.48% Add +3.4% 29,720 $21.8M
Polar Capital Holdings Plc 0.11% Reduce -40.7% 29,589 $21.7M
Daiwa Securities Group Inc. 0.08% Add +6.9% 29,343 $21.5M
Suncoast Equity Management 2.19% Reduce -0.4% 29,240 $21.4M
BI Asset Management Fondsmaeglerselskab A/S 0.21% Add +492.0% 28,926 $21.2M
Amalgamated Bank 0.16% Reduce -3.9% 28,850 $21.1M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +5743.6% 28,809 $21.1M
Intech Investment Management LLC 0.20% Reduce -31.6% 28,544 $20.9M
Federated Hermes, Inc. 0.04% Reduce -47.8% 28,214 $20.7M
M&T Bank Corp 0.07% Reduce -3.0% 27,875 $20.4M
Rhenman & Partners Asset Management AB 2.57% Reduce -41.3% 27,717 $20.3M
Tiaa Trust, National Association 0.05% Add +243.1% 27,713 $20.3M
Wealthfront Advisers LLC 0.05% Add +7.1% 27,286 $20.0M
Lazard Asset Management LLC 0.03% Add +186.8% 27,194 $19.9M
Bank of Nova Scotia 0.04% Add +106.2% 27,089 $19.9M
Muhlenkamp & Co. Inc. 6.19% Reduce -29.8% 27,084 $19.8M
Retirement Systems of Alabama 0.07% Reduce -0.3% 26,846 $19.7M
Susquehanna International Group, LLP 0.03% Reduce -18.9% 26,644 $19.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.84% Add +20.5% 26,432 $19.4M
Allspring Global Investments Holdings, LLC 0.03% Reduce -48.5% 26,514 $19.3M
EP Wealth Advisors, LLC 0.13% Reduce -0.8% 26,281 $19.3M
Rockefeller Capital Management L.P. 0.04% Add +12.9% 25,941 $19.0M
Lynwood Price Capital Management LP 9.40% Add +18.4% 25,800 $18.9M
MML Investors Services, LLC 0.05% Reduce -4.3% 25,747 $18.9M
Glenview Capital Management, LLC 0.53% Reduce -68.7% 25,584 $18.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +9.9% 25,552 $18.7M
Firetrail Investments PTY Ltd. 4.83% Reduce -2.0% 25,371 $18.5M
Mercer Global Advisors Inc. 0.04% Add +3.1% 25,208 $18.5M
Moran Wealth Management, LLC 0.53% Reduce -0.4% 23,555 $17.3M
Schwerin Boyle Capital Management Inc. 1.92% Reduce -18.9% 23,550 $17.3M
IFM Investors Pty Ltd 0.16% Add +0.2% 23,460 $17.2M
Cookson Peirce & Co. Inc. 0.76% Add +1.6% 23,447 $17.2M
Pathstone Holdings, LLC 0.07% Reduce -10.0% 23,362 $17.1M
&partners 0.13% Add +378.8% 23,270 $17.1M
Applied Finance Capital Management, LLC 1.15% Reduce -8.4% 23,053 $16.9M
OP Asset Management Ltd 0.25% Reduce -0.1% 22,769 $16.7M
ProShare Advisors LLC 0.03% Add +10.9% 22,566 $16.5M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +7.0% 22,532 $16.5M
State of Alaska, Department of Revenue 0.18% Reduce -2.7% 22,511 $16.5M
Dana Investment Advisors, Inc. 0.54% Reduce -17.0% 22,344 $16.4M
Vanguard Personalized Indexing Management, LLC 0.18% Add +25.1% 22,263 $16.3M
Inlet Private Wealth, LLC 3.97% Reduce -0.2% 22,025 $16.1M
USS Investment Management Ltd 0.10% Reduce -1.7% 21,734 $15.9M
Scotia Capital Inc. 0.07% Add +1.1% 21,624 $15.8M
Natixis 0.08% Reduce -19.4% 21,438 $15.7M
TD Waterhouse Canada Inc. 0.11% Add +10.9% 21,518 $15.6M
Culbertson A N & Co. Inc. 2.36% Reduce -0.2% 21,015 $15.4M
Utah Retirement Systems 0.16% Reduce -0.8% 20,843 $15.3M
Point72 (DIFC) Ltd 1.21% Reduce -29.5% 20,800 $15.2M
Heritage Investors Management Corp. 0.48% Reduce -0.5% 20,547 $15.1M
Assetmark, Inc. 0.04% Add +47.4% 20,382 $14.9M
Swiss Life Asset Management Ltd 0.09% Add +33.2% 20,246 $14.8M
Yousif Capital Management, LLC 0.16% Reduce -2.7% 19,891 $14.6M
Crossmark Global Holdings, Inc. 0.23% Reduce -12.4% 19,806 $14.5M
Whittier Trust Co. of Nevada Inc. 0.33% Add +73.3% 19,626 $14.4M
First Horizon Advisors, Inc. 0.37% Reduce -2.3% 19,594 $14.4M
QRG Capital Management, Inc. 0.12% Add +3.9% 19,533 $14.3M
Raiffeisen Bank International AG 0.21% Reduce -11.4% 19,901 $14.3M
Townsend & Associates, Inc 1.41% New 19,927 $14.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -16.0% 19,351 $14.2M
Heron Bay Capital Management 2.77% Reduce -0.1% 19,192 $14.1M
Police & Firemen's Retirement System of New Jersey 0.13% Add +3.3% 19,044 $14.0M
Cibc World Market Inc. 0.03% Add +4.3% 18,925 $13.9M
New York Life Investment Management LLC 0.13% Add +11.8% 18,733 $13.7M
Investment Management Associates Inc. 4.58% Reduce -25.4% 18,560 $13.6M
Dakota Wealth Management 0.28% Add +1117.7% 18,448 $13.5M
GHP Investment Advisors, Inc. 0.59% Add +3.5% 18,145 $13.3M
Investment Management Corp of Ontario 0.19% Add +19.0% 18,029 $13.2M
Orion Porfolio Solutions, LLC 0.11% Reduce -0.8% 17,737 $13.0M
Merit Financial Group, LLC 0.14% Add +61.7% 17,678 $13.0M
Oak Associates Ltd. 0.85% Reduce -3.3% 17,663 $12.9M
Daiichi Life Insurance Co., Ltd. 0.36% Reduce -29.7% 17,549 $12.9M
Parkman Healthcare Partners LLC 1.48% Reduce -21.0% 17,458 $12.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +4.6% 17,292 $12.7M
Varma Mutual Pension Insurance Co 0.09% Reduce -32.9% 16,953 $12.4M
Phoenix Financial Ltd. 0.16% Add +4.3% 16,738 $12.3M
Elo Mutual Pension Insurance Co 0.25% Reduce -1.1% 16,702 $12.2M
Public Employees Retirement Association of Colorado 0.05% Reduce -5.0% 16,549 $12.1M
ING Groep NV 0.07% Reduce -81.5% 16,462 $12.1M
Evercore Wealth Management, LLC 0.18% Reduce -2.1% 16,122 $11.8M
Thrivent Financial for Lutherans 0.03% Reduce -13.4% 16,117 $11.8M
Foster & Motley Inc. 0.68% Reduce -6.5% 15,989 $11.7M
Toth Financial Advisory Corp. 1.37% Reduce -7.1% 15,962 $11.7M
ASR Vermogensbeheer N.V. 0.15% Reduce -4.0% 15,850 $11.6M
Mutual of America Capital Management LLC 0.13% Reduce -1.8% 15,836 $11.6M
Cumberland Partners Ltd 0.80% Add +12.4% 15,820 $11.6M
Longbow Finance SA 1.24% Add +94.5% 15,812 $11.6M
Nissay Asset Management Corp. /Japan 0.07% Reduce -0.6% 15,759 $11.5M
Cibc World Markets Corp. 0.08% Add +3.7% 15,756 $11.5M
Leuthold Group, LLC 1.35% Reduce -1.8% 15,453 $11.3M
United Asset Strategies, Inc. 0.96% Reduce -10.0% 15,402 $11.3M
NewEdge Advisors, LLC 0.06% Add +0.9% 15,130 $11.1M
Pinebridge Investments, L.P. 0.09% Reduce -9.3% 15,081 $11.1M
Park National Corp. 0.36% Reduce -6.1% 15,057 $11.0M
Kinsale Capital Group, Inc. 2.24% Add +7.5% 14,874 $10.9M
DE Burlo Group Inc. 1.43% New 14,775 $10.8M
Cwm, LLC 0.04% Add +5.7% 14,614 $10.7M
McKinley Carter Wealth Services, Inc. 0.59% Add +4.3% 14,549 $10.7M
Advisory Services Network, LLC 0.17% Add +11.9% 15,052 $10.4M
Peachtree Investment Partners, LLC 3.97% Add +0.9% 14,187 $10.4M
Ingalls & Snyder LLC 0.37% Reduce -0.2% 14,177 $10.4M
Burton Enright Welch 1.79% Reduce -0.2% 14,077 $10.3M
ProVise Management Group, LLC 0.81% Add +1.7% 13,973 $10.2M
Vest Financial, LLC 0.14% Reduce -10.2% 13,859 $10.2M
Sterling Capital Management LLC 0.14% Add +17.7% 13,854 $10.2M
Level Four Advisory Services, LLC 0.37% Reduce -8.1% 13,808 $10.1M
American Century Companies Inc. 0.01% Add +16.0% 13,718 $10.1M
Trajan Wealth LLC 0.49% Reduce -4.7% 13,656 $10.0M
Atria Investments, Inc 0.12% Add +5.1% 13,616 $10.0M
Legacy Private Trust Co. 0.64% Reduce -2.4% 13,585 $10.0M
Patton Albertson Miller Group, LLC 1.31% Reduce -4.7% 13,564 $9.9M
Generali Asset Management SPA SGR 0.23% Add +45.9% 13,518 $9.9M
Avidity Partners Management LP 1.98% New 13,500 $9.9M
Ritholtz Wealth Management 0.22% Add +2.1% 13,473 $9.9M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +7785.3% 13,405 $9.8M
Vestcor Inc 0.30% Add +237.7% 13,399 $9.8M
Oddo BHF Asset Management Sas 0.37% Reduce -8.1% 13,327 $9.8M
Glenmede Investment Management, LP 0.05% — 13,290 $9.7M
Beacon Pointe Advisors, LLC 0.10% Add +2.2% 13,288 $9.7M
Zacks Investment Management 0.08% Add +0.8% 13,262 $9.7M
Rafferty Asset Management, LLC 0.03% Add +13.9% 13,224 $9.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -0.3% 13,135 $9.6M
Fisher Funds Management LTD 0.23% Reduce -10.0% 13,118 $9.6M
Sivik Global Healthcare LLC 4.26% Add +18.2% 13,000 $9.5M
Haverford Financial Services, Inc. 2.75% Reduce -7.4% 12,686 $9.3M
Marshall Wace, LLP 0.01% Reduce -96.8% 12,522 $9.2M
Blair William & Co. 0.03% Reduce -6.2% 12,492 $9.2M
Freestone Capital Holdings, LLC 0.31% Reduce -11.9% 12,447 $9.1M
Jones Financial Companies LLLP 0.01% Add +52.7% 12,550 $9.1M
Avanza Fonder AB 0.27% Reduce -0.8% 12,235 $9.0M
Hennion & Walsh Asset Management, Inc. 0.36% Reduce -2.7% 12,220 $9.0M
Ballentine Partners, LLC 0.13% Add +3.1% 12,131 $8.9M
Fred Alger Management, LLC 0.04% Reduce -69.4% 11,654 $8.5M
Martin & Co. Inc. 1.56% Reduce -1.3% 11,579 $8.5M
Twinbeech Capital LP 0.19% New 11,563 $8.5M
Spire Wealth Management 0.30% Reduce -37.4% 11,795 $8.4M
Greystone Financial Group, LLC 1.37% Reduce -30.9% 11,348 $8.3M
Verdence Capital Advisors LLC 0.57% Add +23.6% 11,318 $8.3M
Brevan Howard Capital Management LP 0.09% Add +34.0% 11,153 $8.2M
CW Advisors, LLC 0.08% Add +282.5% 11,008 $8.1M
Goelzer Investment Management, Inc. 0.43% Reduce -2.1% 10,821 $7.9M
Union Bancaire Privee, UBP SA 0.12% Reduce -60.5% 11,179 $7.9M
Oregon Public Employees Retirement Fund 0.14% No change 10,799 $7.9M
Wells Trecaso Financial Group, LLC 2.43% Reduce -3.3% 10,728 $7.9M
Argyle Capital Management, LLC 2.84% Reduce -13.2% 10,704 $7.8M
Ancora Advisors LLC 0.16% Reduce -3.4% 10,676 $7.8M
Savant Capital, LLC 0.06% Add +4.0% 10,651 $7.8M
NEOS Investment Management LLC 0.09% Add +18.4% 10,263 $7.5M
CIBC Private Wealth Group LLC 0.01% Add +0.9% 10,257 $7.5M
Y-Intercept (Hong Kong) Ltd 0.18% Add +377.5% 10,229 $7.5M
Westpac Banking Corp. 0.50% Reduce -10.0% 10,223 $7.5M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.98% Reduce -44.7% 10,202 $7.5M
Chase Investment Counsel Corp. 2.38% Add +0.2% 10,161 $7.4M
Gabelli Funds LLC 0.05% Reduce -5.0% 10,095 $7.4M
Illinois Municipal Retirement Fund 0.10% Reduce -18.4% 10,071 $7.4M
Brookstone Capital Management 0.10% Add +15.8% 10,065 $7.4M
MTM Investment Management, LLC 2.48% Reduce -0.1% 10,055 $7.4M
CI Investments Inc. 0.03% Add +2.8% 10,043 $7.4M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -0.3% 10,030 $7.4M
Integral Health Asset Management, LLC 0.68% Reduce -16.7% 10,000 $7.3M
Trust Co. of Toledo NA 0.79% Reduce -3.9% 9,759 $7.2M
Cornerstone Advisors, LLC 0.24% Add +22.8% 9,700 $7.1M
Genus Capital Management Inc. 0.91% Reduce -20.2% 9,638 $7.1M
Highland Capital Management, LLC 0.38% Add +32.1% 9,627 $7.1M
Councilmark Asset Management, LLC 4.44% Reduce -0.2% 9,580 $7.0M
Private Advisor Group, LLC 0.04% Reduce -9.1% 9,343 $6.8M
Ascent Group, LLC 0.26% Add +125.6% 9,249 $6.8M
Act Two Investors LLC 1.35% No change 9,017 $6.6M
Settian Capital LP 4.65% No change 9,000 $6.6M
Sequoia Financial Advisors, LLC 0.05% Add +3.4% 8,988 $6.6M
Fifth Third Bancorp 0.02% Reduce -1.1% 8,962 $6.6M
Resonant Capital Advisors, LLC 0.42% Add +0.1% 8,924 $6.5M
Harel Insurance Investments & Financial Services Ltd. 0.07% Reduce -10.5% 8,926 $6.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.9% 8,928 $6.5M
CENTRAL TRUST Co 0.15% Reduce -0.2% 8,879 $6.5M
Graham Capital Management, L.P. 0.20% New 8,815 $6.5M
Lockheed Martin Investment Management Co. 0.24% Reduce -27.3% 8,800 $6.4M
Choreo, LLC 0.09% Add +6.6% 8,737 $6.4M
Kestra Advisory Services, LLC 0.03% Add +12.6% 8,740 $6.4M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -2.4% 8,739 $6.4M
Worldquant Millennium Advisors LLC 0.03% Reduce -93.7% 8,686 $6.4M
Soltis Investment Advisors LLC 0.50% Add +6.8% 8,659 $6.3M
Mizuho Securities USA LLC 0.14% — 8,641 $6.3M
Anchor Investment Management, LLC 0.55% Reduce -0.3% 8,592 $6.3M
Generate Investment Management Ltd 0.35% Reduce -38.4% 8,502 $6.2M
Erste Asset Management GmbH 0.05% Add +0.0% 8,596 $6.2M
Vinva Investment Management Ltd 0.16% Add +30.2% 8,541 $6.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% Reduce -20.4% 8,424 $6.2M
Silvant Capital Management LLC 0.23% No change 8,394 $6.2M
Ashton Thomas Securities, LLC 1.47% Reduce -9.8% 8,300 $6.1M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -14.1% 8,249 $6.0M
Mainstay Capital Management LLC 0.30% Add +132.5% 8,242 $6.0M
Rossmore Private Capital 0.70% Reduce -1.2% 8,224 $6.0M
Kentucky Retirement Systems 0.17% Reduce -6.1% 8,137 $6.0M
Financial Advisors Network, Inc. 0.90% Add +2.0% 8,098 $5.9M
Summit Global Investments 0.35% Reduce -2.7% 8,079 $5.9M
3Chopt Investment Partners, LLC 1.42% Reduce -0.2% 8,068 $5.9M
Kenora Financial, LLC 2.21% No change 8,075 $5.9M
Alyeska Investment Group, L.P. 0.02% Reduce -84.2% 8,065 $5.9M
OMERS ADMINISTRATION Corp 0.05% Add +5.2% 8,030 $5.9M
Westfield Capital Management Co. LP 0.02% New 8,011 $5.9M
Butensky & Cohen Financial Security, Inc. 1.74% Reduce -8.0% 7,973 $5.8M
Centaurus Financial, Inc. 0.34% Reduce -5.9% 7,944 $5.8M
Shell Asset Management Co. 0.20% Add +19.4% 7,857 $5.8M
Peddock Capital Advisors, LLC 1.33% Reduce -0.7% 7,854 $5.8M
Richard Bernstein Advisors LLC 0.14% No change 7,786 $5.7M
Motley Fool Asset Management LLC 0.26% Add +14.6% 7,729 $5.7M
Old National Bancorp 0.10% Reduce -0.3% 7,716 $5.7M
Wellington Shields Capital Management, LLC 0.95% Reduce -0.1% 7,641 $5.6M
Hartford Investment Management Co. 0.18% Reduce -1.2% 7,555 $5.5M
CreativeOne Wealth, LLC 0.14% Reduce -14.0% 7,504 $5.5M
Modera Wealth Management, LLC 0.07% Reduce -0.5% 7,371 $5.4M
Prudential PLC 0.03% Add +28.3% 7,366 $5.4M
Advisors Asset Management, Inc. 0.10% Reduce -20.9% 7,338 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -0.1% 7,242 $5.3M
Ironwood Investment Counsel, LLC 0.82% Add +52.5% 11,616 $5.3M
Peapack Gladstone Financial Corp. 0.07% Reduce -11.2% 7,228 $5.3M
Roundview Capital LLC 0.35% Add +3.4% 7,227 $5.3M
CHICAGO TRUST Co NA 0.76% Reduce -1.5% 7,222 $5.3M
Fieldview Capital Management, LLC 0.80% New 7,203 $5.3M
Banque Cantonale Vaudoise 0.21% Add +5.9% 7,120 $5.2M
Meridian Wealth Advisors, LLC 0.82% Add +4.2% 7,103 $5.2M
Greenleaf Trust 0.05% Reduce -8.8% 7,044 $5.2M
Verition Fund Management LLC 0.03% Reduce -67.2% 7,039 $5.2M
Alberta Investment Management Corp 0.04% Reduce -13.6% 7,000 $5.1M
Strategic Financial Services, Inc. 0.27% Reduce -3.2% 6,953 $5.1M
Norinchukin Bank, The 0.08% Add +2.2% 6,912 $5.1M
Weatherly Asset Management L. P. 0.43% Reduce -0.3% 6,882 $5.0M
Mesirow Financial Investment Management, Inc. 0.10% Reduce -1.1% 6,832 $5.0M
Ostrum Asset Management 0.23% Add +0.5% 6,817 $5.0M
Engineers Gate Manager LP 0.06% Reduce -55.8% 6,802 $5.0M
William B. Walkup & Associates, Inc. 2.91% No change 6,740 $4.9M
Argent Trust Co 0.19% Add +4.2% 6,736 $4.9M
Cercano Management LLC 0.14% No change 6,717 $4.9M
SG Americas Securities, LLC 0.02% Add +23.6% 6,635 $4.9M
HB Wealth Management, LLC 0.04% Reduce -21.3% 6,616 $4.8M
Clear Harbor Asset Management, LLC 0.36% Reduce -5.0% 6,609 $4.8M
Louisiana State Employees Retirement System 0.09% Reduce -1.5% 6,600 $4.8M
Apollon Wealth Management, LLC 0.10% Reduce -2.7% 6,598 $4.8M
Knollwood Investment Advisory, LLC 0.46% No change 6,583 $4.8M
Securian Asset Management, Inc. 0.14% Reduce -1.1% 6,564 $4.8M
Lakewood Asset Management LLC 3.18% Reduce -35.2% 6,505 $4.8M
Gulf International Bank (UK) Ltd 0.17% Reduce -10.3% 6,505 $4.8M
Baron Capital (BAMCO) 0.01% Add +44.4% 6,500 $4.8M
Huntington National Bank 0.04% Add +3.0% 6,488 $4.8M
Tobam 1.85% Reduce -33.3% 6,461 $4.7M
Cetera Trust Company, N.A 2.82% Reduce -0.8% 6,450 $4.7M
Prospera Financial Services Inc 0.09% Add +123.8% 6,406 $4.7M
Pring Turner Capital Group Inc. 3.00% Reduce -1.7% 6,338 $4.6M
Fulton Bank, N.A. 0.17% Reduce -5.2% 6,329 $4.6M
World Investment Advisors 0.11% Add +7.8% 6,313 $4.6M
Beck Capital Management, LLC 1.15% Add +2.8% 6,291 $4.6M
Portfolio Design Labs, LLC 0.90% New 6,238 $4.6M
Te Ahumairangi Investment Management Ltd 0.82% Reduce -6.0% 6,215 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +2.6% 6,200 $4.5M
Connecticut Wealth Management, LLC 0.22% Add +0.1% 6,178 $4.5M
CenterBook Partners LP 0.25% New 6,130 $4.5M
Group One Trading LLC 0.15% Reduce -50.9% 6,119 $4.5M
Hourglass Capital, LLC 1.11% No change 6,113 $4.5M
Maryland State Retirement & Pension System 0.10% Add +2.6% 6,100 $4.5M
B. Metzler seel. Sohn & Co. AG 0.04% Add +28.9% 6,052 $4.4M
Arkadios Wealth Advisors 0.13% Add +45.6% 6,025 $4.4M
Meiji Yasuda Asset Management Co Ltd. 0.22% Reduce -22.9% 6,006 $4.4M
Aware Super Pty Ltd as trustee of Aware Super 0.06% Reduce -63.2% 6,000 $4.4M
Capitolis Liquid Global Markets LLC 0.03% No change 6,000 $4.4M
New Mexico Educational Retirement Board 0.14% No change 5,952 $4.4M
Artemis Investment Management LLP 0.06% Reduce -69.4% 5,887 $4.3M
Insight Wealth Strategies, LLC 0.54% Reduce -25.9% 5,861 $4.3M
E. Ohman J:or Asset Management AB 0.11% Add +2.8% 5,806 $4.3M
Praxis Investment Management Inc. 0.27% No change 5,744 $4.2M
Allworth Financial LP 0.02% Add +5.4% 5,739 $4.2M
Coppell Advisory Solutions LLC 0.49% Reduce -15.0% 5,733 $4.2M
Monument Capital Management 1.08% Add +239.1% 5,670 $4.2M
Hudson Portfolio Management LLC 3.85% Reduce -5.6% 5,626 $4.1M
Stanley-Laman Group, Ltd. 0.61% Reduce -33.3% 5,624 $4.1M
Blue Trust, Inc. 0.05% Add +0.8% 5,619 $4.1M
Principal Securities, Inc. 0.08% Add +13.6% 5,554 $4.1M
AE Wealth Management LLC 0.03% Reduce -3.8% 5,544 $4.1M
Metis Global Partners, LLC 0.10% Reduce -7.1% 5,542 $4.1M
Laird Norton Wetherby Wealth Management, LLC 0.18% — 5,541 $4.1M
Diversified Trust Co. 0.09% Reduce -8.9% 5,540 $4.1M
Beacon Financial Group 0.42% Reduce -1.3% 5,508 $4.0M
Brentview Investment Management LLC 2.04% Reduce -2.0% 5,505 $4.0M
D.A. Davidson & Co. 0.03% Reduce -10.9% 5,485 $4.0M
Trustmark Bank Trust Department 0.28% Add +4.1% 5,476 $4.0M
WD Rutherford LLC 1.84% Reduce -2.1% 5,466 $4.0M
Aft, Forsyth & Sober, LLC 1.35% Add +0.9% 5,450 $4.0M
Oxbow Advisors, LLC 0.44% Add +1.3% 5,427 $4.0M
Calamos Wealth Management LLC 0.17% Add +0.4% 5,356 $3.9M
Brown Advisory Inc. 0.01% Reduce -1.6% 5,341 $3.9M
Signaturefd, LLC 0.07% Add +24.0% 5,330 $3.9M
Wolverine Trading, LLC 0.10% Reduce -14.1% 5,381 $3.9M
Vestmark Advisory Solutions, Inc. 0.06% Add +1336.7% 5,330 $3.9M
Atlantic Edge Private Wealth Management, LLC 1.07% Reduce -1.2% 5,308 $3.9M
Tilia Fiduciary Partners, Inc. 2.37% Reduce -0.3% 5,307 $3.9M
Beese Fulmer Investment Management, Inc. 0.29% Reduce -1.9% 5,289 $3.9M
Thompson Investment Management, Inc. 0.54% Reduce -21.8% 5,190 $3.8M
Cove Private Wealth, LLC 1.35% Add +11.0% 5,190 $3.8M
Lester Murray Antman dba SimplyRich 1.06% No change 5,191 $3.8M
Global Trust Asset Management, LLC 2.03% Reduce -2.5% 5,170 $3.8M
Bey-Douglas LLC 2.26% Add +39.7% 5,165 $3.8M
Integrated Wealth Concepts LLC 0.04% Reduce -3.0% 5,162 $3.8M
CHURCHILL MANAGEMENT Corp 0.04% New 5,098 $3.7M
Meeder Asset Management Inc. 0.23% Add +22034.8% 5,091 $3.7M
Aptus Capital Advisors, LLC 0.04% Add +13.3% 5,048 $3.7M
Petredis Investment Advisors LLC 0.32% Add +1.4% 5,020 $3.7M
Left Brain Wealth Management, LLC 1.29% New 4,989 $3.7M
Soundwatch Capital LLC 0.62% New 5,894 $3.7M
LGT Fund Management Co Ltd. 0.32% Add +15.4% 4,933 $3.6M
Ethic Inc. 0.06% Reduce -1.2% 4,945 $3.6M
CGN Advisors LLC 0.32% Reduce -0.0% 4,822 $3.5M
MIdWestOne Financial Group, Inc. 0.46% Reduce -16.1% 4,822 $3.5M
Wilmington Savings Fund Society, FSB 0.06% Reduce -3.8% 4,821 $3.5M
Empirical Finance, LLC 0.18% Add +0.6% 4,818 $3.5M
Eagle Rock Investment Company, LLC 0.56% Reduce -0.1% 4,794 $3.5M
Millennium Management 0.00% Reduce -96.2% 4,773 $3.5M
CHB Investment Group, LLC 1.78% Add +2.8% 4,771 $3.5M
Cinctive Capital Management LP 0.19% New 4,735 $3.5M
Spirit of America Management Corp. 0.72% Reduce -2.6% 4,720 $3.5M
AG2R La Mondiale Gestion D'actifs 0.18% No change 4,708 $3.4M
Cadence Bank 0.23% Add +0.0% 4,706 $3.4M
Nilsine Partners, LLC 0.35% Add +0.6% 4,697 $3.4M
Quadrant Capital Group LLC 0.12% Add +9.8% 4,677 $3.4M
Montag A & Associates Inc. 0.17% Reduce -1.4% 4,661 $3.4M
Vident Advisory, LLC 0.04% Reduce -53.2% 4,659 $3.4M
Benjamin Edwards Inc. 0.04% Add +90.1% 4,647 $3.4M
MGB Wealth Management, LLC 1.12% Add +23.7% 4,641 $3.4M
Atlas Capital Advisors Inc. 0.41% Reduce -10.5% 4,624 $3.4M
Patton Fund Management, Inc. 0.74% New 4,597 $3.4M
Claret Asset Management Corp 0.44% New 4,584 $3.4M
Avantax Advisory Services, Inc. 0.02% Add +7.5% 4,556 $3.3M
Park Avenue Securities LLC 0.03% Reduce -1.9% 4,542 $3.3M
Oppenheimer Asset Management Inc. 0.04% Reduce -0.2% 4,531 $3.3M
Aaron Wealth Advisors LLC 0.34% Add +1.4% 4,515 $3.3M
North Star Asset Management Inc. 0.14% No change 4,484 $3.3M
Harvest Fund Management Co., Ltd 0.15% Add +19.9% 4,473 $3.3M
Triasima Portfolio Management inc. 0.59% New 4,434 $3.2M
Holderness Investments Co. 0.69% Add +3.9% 4,378 $3.2M
CX Institutional 0.11% Reduce -32.9% 4,320 $3.2M
Capstone Investment Advisors, LLC 0.03% New 4,304 $3.2M
Graphene Investments SAS 2.05% No change 4,300 $3.2M
Van Hulzen Asset Management, LLC 0.26% Reduce -3.9% 4,293 $3.1M
Edgestream Partners, L.P. 0.09% Reduce -61.9% 4,285 $3.1M
HMS Capital Management, LLC 1.41% Reduce -4.0% 4,277 $3.1M
Siemens Fonds Invest GmbH 0.18% Add +1.7% 4,206 $3.1M
Summit Trail Advisors, LLC 0.05% Add +75.1% 4,200 $3.1M
Mgo One Seven LLC 0.10% Add +1.0% 4,203 $3.1M
Algert Global LLC 0.06% New 4,173 $3.1M
HighPoint Advisor Group LLC 0.16% Add +1.0% 4,159 $3.0M
Signet Financial Management, LLC 0.38% Add +0.5% 4,159 $3.0M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +2.6% 4,152 $3.0M
Fourpath Capital Management, LLC 0.48% Add +0.2% 4,136 $3.0M
PEAK6 LLC 0.10% Add +410100.0% 4,102 $3.0M
MAI Capital Management 0.02% Add +1.9% 4,099 $3.0M
Ashton Thomas Private Wealth, LLC 0.11% Add +10.6% 4,089 $3.0M
Meeder Advisory Services, Inc. 0.15% Add +3.9% 4,051 $3.0M
Wynn Capital, LLC 1.58% Reduce -0.1% 4,041 $3.0M
Mork Capital Management, LLC 2.14% No change 4,000 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.1% 3,991 $2.9M
GAMMA Investing LLC 0.18% Add +12.2% 3,989 $2.9M
Paralel Advisors LLC 0.12% New 3,969 $2.9M
GC Wealth Management RIA, LLC 0.24% Add +845.8% 3,963 $2.9M
Abundance Wealth Counselors 0.54% Reduce -0.6% 4,046 $2.9M
Riggs Asset Managment Co. Inc. 0.71% Add +392800.0% 3,929 $2.9M
Meridian Investment Counsel Inc. 0.78% No change 3,898 $2.9M
Axecap Investments, LLC 1.86% Add +33.2% 3,896 $2.9M
IAM Advisory, LLC 0.69% Reduce -1.1% 3,895 $2.9M
Plato Investment Management Ltd 0.21% Add +0.3% 3,898 $2.8M
Keybank National Association 0.01% Reduce -2.1% 3,854 $2.8M
Silphium Asset Management Ltd 1.00% Reduce -16.1% 3,843 $2.8M
Oppenheimer & Co. Inc. 0.04% Add +4.7% 3,813 $2.8M
Arjuna Capital 0.74% Reduce -4.2% 3,808 $2.8M
J.W. Cole Advisors, Inc. 0.06% Add +6.7% 3,760 $2.8M
Moors & Cabot, Inc. 0.13% Add +1.3% 3,707 $2.7M
Coldstream Capital Management Inc. 0.04% Add +6.5% 3,683 $2.7M
LGT Group Foundation 0.03% Reduce -74.5% 3,651 $2.7M
Cairn Investment Group, Inc. 1.40% Reduce -0.9% 3,650 $2.7M
United Capital Financial Advisors, LLC 0.02% Add +2.9% 3,620 $2.7M
Waverly Advisors, LLC 0.03% Add +1.1% 3,608 $2.6M
Magnetar Financial LLC 0.01% Add +184.6% 3,591 $2.6M
Bank of Hawaii 0.14% Add +11.3% 3,572 $2.6M
Concord Asset Management, LLC 0.39% Reduce -20.7% 3,569 $2.6M
Concord Wealth Partners 0.38% Reduce -28.9% 3,569 $2.6M
Gratus Wealth Advisors, LLC 0.40% Reduce -1.5% 3,563 $2.6M
Gateway Investment Advisers LLC 0.03% Reduce -48.6% 3,544 $2.6M
Hancock Whitney Corp. 0.05% Add +15.4% 3,538 $2.6M
C WorldWide Group Holding A/S 0.04% No change 3,536 $2.6M
Capital Investment Advisors, LLC 0.05% Add +31.2% 3,506 $2.6M
AMG National Trust Bank 0.07% Add +0.3% 3,505 $2.6M
Fidelis Capital Partners, LLC 0.23% Add +0.4% 3,648 $2.6M
Value Partners Investments Inc. 0.20% Reduce -18.5% 3,507 $2.6M
NJ State Employees Deferred Compensation Plan 0.30% Reduce -30.0% 3,500 $2.6M
Thoroughbred Financial Services, LLC 0.18% Reduce -18.3% 3,500 $2.6M
InTrack Investment Management Inc 1.72% Reduce -5.6% 3,490 $2.6M
TriaGen Wealth Management LLC 0.77% No change 3,476 $2.5M
UMB Bank, n.a. 0.04% Reduce -18.3% 3,474 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -6.5% 3,453 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -29.0% 3,455 $2.5M
Ironwood Investment Management LLC 1.22% Reduce -1.9% 3,425 $2.5M
Kestra Private Wealth Services, LLC 0.04% Reduce -11.2% 3,422 $2.5M
Pallas Capital Advisors LLC 0.10% Add +5.9% 3,414 $2.5M
Wahed Invest LLC 0.38% Add +4.2% 3,412 $2.5M
Citizens Financial Group Inc. 0.04% Reduce -7.8% 3,401 $2.5M
SS&H Financial Advisors, Inc. 0.83% No change 3,400 $2.5M
Bridgeway Capital Management, LLC 0.06% New 3,400 $2.5M
HM Payson & Co. 0.04% Reduce -9.3% 3,393 $2.5M
Eley Financial Management, Inc 0.95% Reduce -1.1% 3,375 $2.5M
Evergreen Capital Management LLC 0.07% Add +0.0% 3,339 $2.4M
Guggenheim Capital LLC 0.02% Reduce -11.0% 3,340 $2.4M
Fiduciary Trust Co 0.03% Reduce -8.4% 3,309 $2.4M
Element Squared LLC 1.50% — 3,294 $2.4M
Navalign, LLC 0.66% Reduce -7.6% 3,278 $2.4M
Center for Financial Planning, Inc. 0.28% Add +0.9% 3,277 $2.4M
Knightsbridge Asset Management, LLC 0.54% Reduce -0.8% 3,273 $2.4M
Brighton Jones LLC 0.06% Add +33.1% 3,265 $2.4M
Transatlantique Private Wealth LLC 0.87% Reduce -2.0% 3,242 $2.4M
QV Investors Inc. 0.23% Add +0.6% 3,229 $2.4M
GF Fund Management Co. LTD. 0.05% Reduce -0.7% 3,218 $2.4M
Pflug Koory, LLC 1.19% No change 3,204 $2.3M
Providence First Trust Co 0.83% Reduce -1.9% 3,201 $2.3M
Meiji Yasuda Life Insurance Co 0.07% Add +10.3% 3,196 $2.3M
GeoWealth Management, LLC 0.09% Add +58.8% 3,181 $2.3M
Mechanics Bank Trust Department 0.33% Reduce -22.0% 3,178 $2.3M
Voleon Capital Management LP 0.13% Reduce -51.2% 3,170 $2.3M
Roof Eidam Maycock Peralta, LLC 0.57% No change 3,165 $2.3M
Global Retirement Partners, LLC 0.06% — 3,165 $2.3M
Kingsview Wealth Management, LLC 0.04% Add +0.1% 3,162 $2.3M
Clearstead Advisors, LLC 0.03% Add +88.5% 3,148 $2.3M
Cunning Capital Partners, LP 1.20% No change 3,137 $2.3M
Kendall Capital Management 0.61% Reduce -0.3% 3,133 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Add +8.1% 3,117 $2.3M
Vise Technologies, Inc. 0.09% — 3,109 $2.3M
Confluence Wealth Services, Inc. 0.12% Reduce -1.2% 3,095 $2.3M
Lombard Odier Asset Management (USA) Corp 0.70% Reduce -57.8% 3,077 $2.3M
Tocqueville Asset Management L.P. 0.03% No change 3,068 $2.2M
Sowell Financial Services LLC 0.09% Reduce -8.7% 3,049 $2.2M
Mutual Advisors, LLC 0.06% Reduce -5.1% 3,101 $2.2M
Hanson & Doremus Investment Management 0.29% Reduce -5.9% 2,995 $2.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.81% Add +22.3% 2,993 $2.2M
ZEGA Investments, LLC 0.55% Reduce -4.0% 2,970 $2.2M
Essex Financial Services, Inc. 0.14% Add +2.3% 2,969 $2.2M
Syon Capital LLC 0.14% Add +14.9% 2,956 $2.2M
Denali Advisors LLC 0.23% Reduce -2.1% 2,954 $2.2M
Marion Wealth Management 0.53% New 2,910 $2.1M
Great Valley Advisor Group, Inc. 0.05% Reduce -15.6% 2,908 $2.1M
Western Wealth Management, LLC 0.13% Add +5.7% 2,908 $2.1M
Campbell & CO Investment Adviser LLC 0.13% Add +187.9% 2,899 $2.1M
Texas Yale Capital Corp. 0.07% No change 2,891 $2.1M
Venturi Wealth Management, LLC 0.10% Add +5.0% 2,879 $2.1M
Independent Advisor Alliance 0.06% Add +29.2% 2,872 $2.1M
Walleye Capital LLC 0.02% New 2,871 $2.1M
SteelPeak Wealth, LLC 0.08% Add +3.4% 2,864 $2.1M
Glenview Trust Co 0.04% Reduce -0.5% 2,849 $2.1M
Zhang Financial LLC 0.10% Reduce -2.4% 2,843 $2.1M
Qtron Investments LLC 0.27% No change 2,841 $2.1M
Dynasty Wealth Management, LLC 0.04% Reduce -9.9% 2,840 $2.1M
Cooper Financial Group 0.24% Reduce -1.0% 2,832 $2.1M
MPS Loria Financial Planners, LLC 0.61% Add +0.1% 2,827 $2.1M
Wesbanco Bank Inc. 0.06% Add +1.6% 2,818 $2.1M
Farther Finance Advisors, LLC 0.04% Add +11.0% 2,803 $2.1M
WealthPLAN Partners, LLC 0.33% Add +11.3% 2,778 $2.0M
Mufg Securities Americas Inc. 0.17% Add +25.0% 2,773 $2.0M
Groupama Asset Managment 0.03% Add +5.0% 2,789 $2.0M
Canandaigua National Bank & Trust Co. 0.19% Reduce -19.8% 2,734 $2.0M
Fairfield Financial Advisors, LTD 0.69% Add +198.9% 2,684 $2.0M
IFP Advisors, Inc 0.06% Add +44.5% 2,655 $2.0M
Regions Financial Corp. 0.01% Reduce -3.1% 2,668 $2.0M
Balyasny Asset Management L.P. 0.00% Add +208.9% 2,663 $2.0M
Sfmg, LLC 0.15% Reduce -0.0% 2,657 $1.9M
Rehmann Capital Advisory Group 0.12% Add +7.8% 2,631 $1.9M
Titleist Asset Management, LLC 0.19% No change 2,623 $1.9M
Lee Danner & Bass Inc. 0.15% No change 2,620 $1.9M
BIP Wealth, LLC 0.12% Reduce -5.2% 2,620 $1.9M
Counterpoint Mutual Funds LLC 0.17% Add +30.0% 2,607 $1.9M
Unique Wealth Strategies, LLC 0.80% Add +44.2% 2,605 $1.9M
APG Asset Management US Inc. 0.01% Reduce -2.8% 2,605 $1.9M
Schear Investment Advisers, LLC 0.93% Add +3.0% 2,573 $1.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.75% Reduce -0.3% 2,552 $1.9M
Connable Office Inc. 0.18% New 2,551 $1.9M
Parallel Advisors, LLC 0.04% Add +1.9% 2,548 $1.9M
Central Pacific Bank - Trust Division 0.25% No change 2,535 $1.9M
Shelton Capital Management 0.04% Reduce -34.3% 2,531 $1.9M
Convergence Investment Partners, LLC 0.47% Reduce -3.8% 2,525 $1.9M
AMF Tjanstepension AB 0.01% No change 2,523 $1.8M
Kornitzer Capital Management Inc. 0.04% No change 2,500 $1.8M
Lineweaver Wealth Advisors, LLC 0.29% Add +0.2% 2,489 $1.8M
Pinnacle Associates Ltd. 0.03% Add +0.1% 2,488 $1.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.84% Reduce -2.6% 2,488 $1.8M
Banco Santander, S.A. 0.02% Add +484.4% 2,478 $1.8M
Heritage Trust Co 0.21% Reduce -3.1% 2,469 $1.8M
Koshinski Asset Management, Inc. 0.14% Reduce -0.5% 2,448 $1.8M
Stablepoint Partners, LLC 0.30% Add +0.6% 2,439 $1.8M
Haven Private, LLC 0.79% Reduce -2.1% 2,433 $1.8M
Exchange Traded Concepts, LLC 0.02% Add +44.0% 2,433 $1.8M
Roxbury Financial LLC 1.73% Reduce -3.4% 2,429 $1.8M
TFR Capital, LLC. 0.64% Add +2.9% 2,421 $1.8M
Jacobi Capital Management LLC 0.12% Add +5.8% 2,402 $1.8M
EverSource Wealth Advisors, LLC 0.08% Add +18.0% 2,401 $1.8M
Ontario Teachers Pension Plan Board 0.04% New 2,393 $1.8M
Intellectus Partners, LLC 0.38% Add +61.3% 2,384 $1.7M
PDT Partners, LLC 0.10% Reduce -46.4% 2,380 $1.7M
Red Cedar Investment Management, LLC 0.22% Add +84.3% 2,376 $1.7M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -23.3% 2,373 $1.7M
Kathmere Capital Management, LLC 0.13% Add +3.0% 2,369 $1.7M
Twin Tree Management, LP 0.04% New 2,368 $1.7M
Equitable Holdings, Inc. 0.01% Add +51.1% 2,362 $1.7M
Wellington Shields & Co., LLC 0.49% Add +9.7% 2,344 $1.7M
Foundations Investment Advisors, LLC 0.03% Reduce -3.6% 2,343 $1.7M
Choate Investment Advisors 0.04% Reduce -0.3% 2,343 $1.7M
Callan Family Office, LLC 0.05% Add +175.7% 2,321 $1.7M
Sigma Planning Corp 0.05% Reduce -1.6% 2,315 $1.7M
Hantz Financial Services, Inc. 0.03% Reduce -8.5% 2,306 $1.7M
Neumann Capital Management, LLC 0.53% Reduce -0.9% 2,300 $1.7M
Pensionfund Sabic 0.48% Reduce -16.4% 2,300 $1.7M
EPG Wealth Management LLC 0.50% Add +1.7% 2,290 $1.7M
Kane Investment Management, Inc. 0.88% Add +24.7% 2,283 $1.7M
Fiduciary Family Office, LLC 0.55% Reduce -6.1% 2,276 $1.7M
Archford Capital Strategies, LLC 0.21% Add +151.8% 2,276 $1.7M
Arax Advisory Partners 0.08% Add +68.3% 2,273 $1.7M
Abn Amro Investment Solutions 0.03% Reduce -4.5% 2,270 $1.7M
SeaCrest Wealth Management, LLC 0.18% Reduce -1.4% 2,267 $1.7M
Wedmont Private Capital 0.07% Add +5.6% 2,284 $1.7M
Horizon Investments, LLC 0.03% Add +11.1% 2,265 $1.7M
Kellett Wealth Advisors, LLC 1.08% Reduce -3.2% 2,263 $1.7M
Copperwynd Financial, LLC 0.41% Reduce -2.5% 2,258 $1.7M
CPC Advisors, LLC 0.21% Add +11.3% 2,246 $1.6M
Bailard, Inc. 0.04% Add +9.4% 2,235 $1.6M
Wbi Investments, LLC 0.42% Reduce -38.0% 2,209 $1.6M
Pitcairn Co. 0.11% Reduce -7.8% 2,207 $1.6M
Procyon Advisors, LLC 0.15% Reduce -21.0% 2,204 $1.6M
Capital Wealth Planning, LLC 0.01% Add +112.0% 2,199 $1.6M
Integrated Advisors Network LLC 0.07% Reduce -0.9% 2,192 $1.6M
Channel Wealth LLC 0.45% Reduce -48.3% 2,174 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -9.2% 2,170 $1.6M
Quantum Portfolio Management LLC 0.75% Add +26.3% 2,153 $1.6M
Unique Wealth, LLC 0.25% Add +4.6% 2,143 $1.6M
Personal Cfo Solutions, LLC 0.29% Add +0.1% 2,128 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +4.2% 2,105 $1.5M
Claro Advisors Inc. 0.25% Reduce -13.6% 2,099 $1.5M
Pinnacle Financial Partners Inc 0.03% Reduce -0.4% 2,091 $1.5M
Wedbush Securities Inc. 0.05% Add +6.5% 2,077 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.17% Add +21.0% 2,073 $1.5M
Capital Management Associates 2.45% No change 2,050 $1.5M
Clare Market Investments LLC 0.33% Add +17.2% 2,045 $1.5M
Caldwell Trust Co 0.15% Reduce -2.1% 2,026 $1.5M
Mission Wealth Management, LP 0.03% Reduce -2.2% 2,021 $1.5M
First National Trust Co 0.06% Reduce -8.2% 2,021 $1.5M
One Wealth Advisors, LLC 0.21% Reduce -13.8% 2,019 $1.5M
Redwood Investment Management, LLC 0.16% Reduce -17.6% 2,011 $1.5M
Investment Advisory Services Inc. /TX 0.49% No change 2,004 $1.5M
Snowden Capital Advisors LLC 0.04% Add +14.0% 1,991 $1.5M
First Citizens Bank & Trust Co. 0.03% Add +0.6% 1,992 $1.5M
Concurrent Investment Advisors, LLC 0.03% Add +11.9% 1,987 $1.5M
FSB Premier Wealth Management, Inc. 0.52% Add +23.6% 1,984 $1.5M
Central Bank & Trust Co. 0.24% Reduce -1.5% 1,983 $1.5M
Hilltop Holdings Inc. 0.09% Add +0.6% 1,978 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +70.2% 1,978 $1.4M
Leisure Capital Management 0.55% No change 1,974 $1.4M
Resources Management Corp. /CT/ 0.20% Add +0.7% 1,968 $1.4M
Lanark Financial, Inc. 0.12% Reduce -7.5% 1,966 $1.4M
MorganRosel Wealth Management, LLC 0.39% Add +79.8% 1,945 $1.4M
West Family Investments, Inc. 0.37% Add +36.3% 1,945 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -2.8% 1,936 $1.4M
First Community Trust NA 1.15% No change 1,925 $1.4M
Moody National Bank Trust Division 0.13% Reduce -4.0% 1,922 $1.4M
Pine Valley Investments Ltd Liability Co 0.08% Add +0.1% 1,918 $1.4M
Avantax Planning Partners, Inc. 0.04% No change 1,914 $1.4M
Quantbot Technologies LP 0.04% Reduce -65.2% 1,906 $1.4M
IFG Advisory, LLC 0.07% Add +2.1% 1,903 $1.4M
LSV Asset Management 0.00% Reduce -99.0% 1,900 $1.4M
Canada Post Corp Registered Pension Plan 0.08% New 1,895 $1.4M
Fiduciary Group, LLC 0.13% No change 1,873 $1.4M
Equitable Trust Co. 0.07% Reduce -0.2% 1,872 $1.4M
SVB Wealth LLC 0.07% Reduce -48.8% 1,871 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.4% 1,868 $1.4M
Stephens Inc. 0.02% Reduce -65.9% 1,862 $1.4M
Avestar Capital, LLC 0.10% Add +11.9% 1,849 $1.4M
FourThought Financial Partners, LLC 0.13% Reduce -1.9% 1,848 $1.4M
Pines Wealth Management, LLC 0.48% No change 1,878 $1.4M
JSF Financial, LLC 0.32% Add +4.9% 1,843 $1.4M
Montanova Capital, LLC 0.05% No change 1,830 $1.3M
WINTON GROUP Ltd 0.07% New 1,814 $1.3M
Tower Research Capital LLC (TRC) 0.04% Reduce -67.2% 1,809 $1.3M
Larson Financial Group LLC 0.05% Add +19.1% 1,806 $1.3M
Summit Financial, LLC 0.03% Add +3.5% 1,798 $1.3M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -6.2% 1,800 $1.3M
Field & Main Bank 0.43% Reduce -8.4% 1,789 $1.3M
Inceptionr LLC 0.30% Reduce -9.6% 1,787 $1.3M
AlphaCore Capital LLC 0.05% Add +161.9% 1,786 $1.3M
Sard Wealth Management Group, LLC 0.80% Reduce -5.9% 1,779 $1.3M
RFG Advisory, LLC 0.03% Reduce -7.4% 1,775 $1.3M
Private Trust Co. NA 0.12% Reduce -14.5% 1,767 $1.3M
McBroom & Associates, LLC 0.74% No change 1,920 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -6.3% 1,761 $1.3M
Supplemental Annuity Collective Trust of NJ 0.36% Reduce -12.0% 1,760 $1.3M
Integrated Investment Consultants, LLC 0.25% Reduce -21.3% 1,751 $1.3M
Dean Investment Associates, LLC 0.19% Reduce -15.7% 1,748 $1.3M
Founders Capital Management, LLC 0.22% Reduce -3.3% 1,742 $1.3M
Nomura Holdings Inc. 0.01% Reduce -55.9% 1,740 $1.3M
Csenge Advisory Group 0.07% Reduce -1.3% 1,764 $1.3M
TD Private Client Wealth LLC 0.03% Reduce -2.0% 1,729 $1.3M
Castle Hook Partners LP 0.02% New 1,717 $1.3M
Voya Financial Advisors, Inc. 0.13% Reduce -1.4% 1,723 $1.3M
GAM Holding AG 0.09% New 1,701 $1.2M
Bristlecone Advisors, LLC 0.10% Reduce -2.9% 1,699 $1.2M
Hilltop National Bank 0.32% — 1,683 $1.2M
Silvercrest Asset Management Group LLC 0.01% Add +1.5% 1,652 $1.2M
Aspire Private Capital, LLC 0.28% Reduce -24.6% 1,646 $1.2M
Bank of Stockton 0.36% Add +0.2% 1,634 $1.2M
Brooklyn Investment Group 0.16% Add +28.4% 1,614 $1.2M
Boston Trust Walden Corp 0.01% Reduce -10.5% 1,607 $1.2M
Spectrum Asset Management, Inc. (NB/CA) 0.51% No change 1,600 $1.2M
Charter Research & Investment Group, Inc. 0.88% No change 1,600 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% Add +0.4% 1,598 $1.2M
Profund Advisors LLC 0.04% Reduce -6.8% 1,598 $1.2M
Everhart Financial Group, Inc. 0.13% Add +5.7% 1,586 $1.2M
Thomasville National Bank 0.08% No change 1,586 $1.2M
Heritage Family Offices, LLP 0.58% No change 1,729 $1.2M
Garrison Point Advisors, LLC 0.53% No change 1,570 $1.2M
J. W. Coons Advisors, LLC 0.26% No change 1,570 $1.2M
Menard Financial Group LLC 0.68% Add +228.9% 1,569 $1.1M
Elevation Point Wealth Partners, LLC 0.09% Reduce -10.3% 1,568 $1.1M
Nicholas Hoffman & Company, LLC. 0.03% Add +3.5% 1,567 $1.1M
Coastline Trust Co 0.13% No change 1,560 $1.1M
Beverly Hills Private Wealth, LLC 0.22% Reduce -45.5% 1,551 $1.1M
China Universal Asset Management Co., Ltd. 0.11% No change 1,548 $1.1M
Safe Harbor Fiduciary, LLC 1.06% New 1,548 $1.1M
Ossiam 0.01% Reduce -16.6% 1,548 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -14.5% 1,543 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +8.1% 1,542 $1.1M
Synovus Financial Corp. 0.01% Reduce -2.4% 1,539 $1.1M
Howe & Rusling Inc. 0.08% Reduce -5.0% 1,536 $1.1M
Black Diamond Financial, LLC 0.17% No change 1,525 $1.1M
Wolff Wiese Magana LLC 0.69% Reduce -0.7% 1,524 $1.1M
NorthRock Partners, LLC 0.03% Add +13.8% 1,515 $1.1M
TCI Wealth Advisors, Inc. 0.08% Add +0.1% 1,514 $1.1M
Forum Financial Management, LP 0.02% Reduce -2.6% 1,500 $1.1M
Greater Midwest Financial Group, LLC 0.83% Add +0.3% 1,488 $1.1M
Peoples Bank 0.73% Reduce -24.8% 1,485 $1.1M
Thrive Wealth Management, LLC 0.18% Add +0.1% 1,484 $1.1M
Relyea Zuckerberg Hanson LLC 0.13% Reduce -2.2% 1,484 $1.1M
Flagship Harbor Advisors, LLC 0.05% Add +0.9% 1,482 $1.1M
Quadcap Wealth Management, LLC 0.14% Reduce -2.8% 1,476 $1.1M
Douglass Winthrop Advisors, LLC 0.02% Reduce -5.9% 1,475 $1.1M
Seed Wealth Management, Inc. 0.80% No change 1,474 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -4.7% 1,472 $1.1M
Bfsg, LLC 0.12% New 1,471 $1.1M
Trust Asset Management LLC 0.08% No change 1,471 $1.1M
SageView Advisory Group, LLC 0.04% Add +1.5% 1,507 $1.1M
Harbour Investments, Inc. 0.03% Add +9.8% 1,452 $1.1M
NFSG Corp 0.17% Add +113.4% 1,451 $1.1M
Arete Wealth Advisors, LLC 0.08% Reduce -46.9% 1,451 $1.1M
First Financial Bankshares Inc 0.02% No change 1,450 $1.1M
Performance Wealth Partners, LLC 0.03% Reduce -2.8% 1,448 $1.1M
LBP Am SA 0.01% Reduce -10.1% 1,444 $1.1M
Perpetual Ltd 0.01% Reduce -39.9% 1,444 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Reduce -6.8% 1,443 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.70% Reduce -18.2% 1,439 $1.1M
Petra Financial Advisors Inc. 0.67% Add +198.5% 1,436 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -4.7% 1,435 $1.1M
Keystone Financial Services 0.36% Add +1.6% 1,427 $1.0M
Moneta Group Investment Advisors LLC 0.01% Add +39.8% 1,425 $1.0M
Islay Capital Management, LLC 0.68% New 1,422 $1.0M
Seascape Capital Management 0.33% Reduce -12.8% 1,422 $1.0M
Sequent Planning LLC 0.33% Add +0.9% 1,417 $1.0M
Geneos Wealth Management Inc. 0.03% Add +7.2% 1,401 $1.0M
Optimum Investment Advisors 0.45% No change 1,400 $1.0M
Thomas Story & Son LLC 0.39% No change 1,400 $1.0M
Paradigm Asset Management Co. LLC 0.25% Reduce -22.2% 1,400 $1.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +16.7% 1,400 $1.0M
Meridian Wealth Management, LLC 0.04% Reduce -5.2% 1,393 $1.0M
Excalibur Management Corp. 0.38% Reduce -0.4% 1,392 $1.0M
Tema ETFs LLC 0.27% Reduce -11.6% 1,392 $1.0M
Sage Mountain Advisors LLC 0.07% Add +11.3% 1,384 $1.0M
Semmax Financial Advisors Inc. 0.26% Reduce -1.8% 1,514 $1.0M
River Wealth Advisors LLC 0.13% Reduce -0.7% 1,381 $1.0M
Fairtree Asset Management (Pty) Ltd 0.76% Add +14.6% 1,380 $1.0M
Victrix Investment Advisors 0.45% Reduce -2.3% 1,376 $1.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.47% Add +37.0% 1,370 $1.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 1,359 $996K
Virtue Capital Management, LLC 0.18% Reduce -6.2% 1,357 $994K
Evoke Wealth, LLC 0.02% Add +14.8% 1,352 $992K
Empower Advisory Group, LLC 0.00% Reduce -2.9% 1,349 $989K
CoreCap Advisors, LLC 0.04% Add +216.3% 1,341 $983K
Providence Capital Advisors, LLC 0.18% New 1,338 $980K
Cobblestone Capital Advisors LLC 0.05% Add +34.6% 1,323 $969K
Old Port Advisors 0.26% Reduce -1.4% 1,320 $967K
Friedenthal Financial 0.53% New 1,319 $967K
Forza Wealth Management, LLC 0.40% No change 1,319 $967K
Castle Rock Wealth Management, LLC 0.22% No change 1,352 $962K
Wealthspire Advisors, LLC 0.01% Add +4.5% 1,310 $960K
Crux Wealth Advisors 0.41% Add +43.3% 1,307 $958K
Transcend Capital Advisors, LLC 0.07% Add +12.3% 1,304 $956K
Integrated Quantitative Investments LLC 0.28% New 1,301 $953K
Hager Investment Management Services, LLC 0.57% Reduce -1.4% 1,298 $951K
Sagespring Wealth Partners, LLC 0.02% Add +15.1% 1,292 $946K
CSS LLC 0.18% Reduce -26.3% 1,290 $945K
Stratos Investment Management, LLC 0.04% Add +5.5% 1,284 $941K
Tectonic Advisors LLC 0.05% Add +0.2% 1,277 $936K
Graypoint LLC 0.05% Add +25.9% 1,270 $931K
Golden State Wealth Management, LLC 0.11% No change 1,268 $929K
Brown Brothers Harriman & Co. 0.01% Add +51.5% 1,265 $927K
Daymark Wealth Partners, LLC 0.04% Reduce -0.5% 1,261 $924K
Baldwin Investment Management, LLC 0.11% No change 1,260 $923K
Checchi Capital Advisers, LLC 0.06% Reduce -4.2% 1,259 $923K
111 Capital 0.16% Add +163.5% 1,257 $921K
Cigna Investments Inc. 0.16% Reduce -3.0% 1,240 $908K
Meriwether Wealth & Planning, LLC 0.57% Reduce -1.7% 1,232 $903K
Jackson Square Capital, LLC 0.20% No change 1,227 $899K
Community Bank & Trust, Waco, Texas 0.20% No change 1,225 $898K
Smartleaf Asset Management LLC 0.08% Reduce -14.6% 1,237 $898K
TruWealth Advisors, LLC 0.05% Add +5.9% 1,223 $896K
Compound Planning, Inc. 0.03% Add +4.7% 1,221 $895K
HF Advisory Group, LLC 0.35% Reduce -7.8% 1,222 $895K
Buckley Wealth Management, LLC 0.27% Reduce -1.0% 1,220 $894K
Sara-Bay Financial 0.32% Reduce -2.1% 1,215 $890K
Institute for Wealth Management, LLC. 0.10% No change 1,211 $888K
Aries Wealth Management 0.23% No change 1,208 $885K
Fox Run Management, L.L.C. 0.15% Reduce -45.3% 1,206 $884K
Western Financial Corp 0.47% Reduce -6.7% 1,203 $882K
Twin Focus Capital Partners, LLC 0.12% No change 1,200 $879K
PDS Planning, Inc 0.07% Add +8.0% 1,196 $876K
Parcion Private Wealth LLC 0.06% Add +1.4% 1,191 $873K
VestGen Advisors, LLC 0.03% Add +34.1% 1,216 $871K
Quantitative Investment Management, LLC 0.12% New 1,185 $868K
HBK Sorce Advisory LLC 0.02% Add +1.4% 1,182 $866K
One Capital Management, LLC 0.03% Reduce -28.5% 1,182 $866K
Atria Wealth Solutions, Inc. 0.02% Reduce -81.5% 1,185 $866K
Ameritas Investment Partners, Inc. 0.03% Reduce -1.1% 1,181 $865K
Quent Capital, LLC 0.08% Reduce -9.3% 1,177 $862K
Journey Strategic Wealth LLC 0.03% Add +42.0% 1,170 $857K
IHT Wealth Management, LLC 0.02% Add +10.0% 1,168 $856K
Eldridge Investment Advisors, Inc. 0.18% No change 1,165 $854K
Washington Trust Bank 0.07% Reduce -10.0% 1,146 $840K
Ridgecrest Wealth Partners, LLC 0.44% Reduce -8.8% 1,136 $832K
Fox Hill Wealth Management 0.43% Reduce -47.5% 1,131 $829K
SOL Capital Management CO 0.08% No change 1,130 $828K
Perigon Wealth Management, LLC 0.02% Reduce -4.2% 1,129 $827K
Kintra Wealth, LLC 0.50% Reduce -9.3% 1,126 $825K
Kintegral Advisory, LLC 0.07% Reduce -0.2% 1,121 $822K
StoneX Group Inc. 0.04% Add +23.6% 1,115 $817K
Bayforest Capital Ltd 0.36% New 1,110 $813K
Clear Creek Financial Management, LLC 0.08% Reduce -2.0% 1,109 $813K
Pure Financial Advisors, LLC 0.01% Add +9.7% 1,108 $812K
Basepoint Wealth LLC 0.63% No change 1,108 $812K
Bokf, NA 0.01% Reduce -3.8% 1,104 $809K
Impact Partnership Wealth, LLC 0.15% New 1,103 $808K
Williams Jones Wealth Management, LLC. 0.01% Reduce -4.3% 1,100 $806K
Rwa Wealth Partners, LLC 0.01% New 1,083 $793K
Twin City Private Wealth, LLC 0.64% Add +2.9% 1,076 $789K
Midwest Trust Co 0.01% — 1,077 $789K
Hillsdale Investment Management Inc. 0.03% New 1,075 $788K
Yukon Wealth Management, Inc. 0.28% Add +0.4% 1,069 $783K
Mitchell McLeod Pugh & Williams Inc. 0.14% No change 1,059 $776K
Mather Group, Llc. 0.01% Add +7.4% 1,047 $767K
KLCM Advisors, Inc. 0.08% No change 1,045 $766K
DeDora Capital, Inc. 0.20% Add +0.9% 1,044 $765K
V-Square Quantitative Management LLC 0.10% Reduce -1.6% 1,042 $764K
Chicago Partners Investment Group LLC 0.02% Add +16.3% 1,069 $763K
Lewis Asset Management, LLC 0.36% New 1,040 $762K
Community Bank, N.A. 0.10% Reduce -2.4% 1,035 $758K
Clarius Group, LLC 0.04% Reduce -5.3% 1,030 $755K
Silver Oak Securities, Incorporated 0.06% Reduce -5.0% 1,029 $754K
Balboa Wealth Partners 0.15% Reduce -2.3% 1,026 $752K
Old North State Trust, LLC 0.51% Reduce -7.3% 1,026 $752K
Fisher Asset Management 0.00% Add +1.3% 1,018 $746K
Avant Financial Advisors LLC 0.61% No change 1,014 $743K
Roehl & Yi Investment Advisors, LLC 0.38% Reduce -8.6% 1,008 $739K
D'Orazio & Associates, Inc. 0.10% Reduce -0.2% 1,007 $738K
Humankind Investments LLC 0.18% Reduce -21.8% 1,002 $734K
Harbor Advisors LLC 0.12% No change 1,000 $733K
Heartland Bank & Trust Co 0.34% Reduce -1.1% 999 $732K
Great Waters Wealth Management 0.09% Add +0.1% 992 $727K
Cambria Investment Management, L.P. 0.05% New 991 $726K
Plancorp, LLC 0.03% Reduce -0.8% 990 $725K
Carnegie Investment Counsel 0.01% Add +1.9% 989 $725K
Sendero Wealth Management, LLC 0.09% No change 984 $721K
Ofi Invest Asset Management 0.02% Reduce -46.9% 1,155 $721K
Forte Capital LLC 0.08% Reduce -3.1% 974 $714K
Arlington Trust Co LLC 0.14% Reduce -1.3% 971 $712K
Opal Wealth Advisors, LLC 0.20% Add +1.1% 963 $706K
Bank of Marin 0.53% No change 960 $703K
Keel Point, LLC 0.05% Add +3.6% 955 $700K
Isthmus Partners, LLC 0.08% No change 950 $696K
Machina Capital S.A.S. 0.14% Reduce -75.0% 946 $693K
Catalyst Financial Partners LLC 0.08% Add +2.2% 944 $692K
Cyndeo Wealth Partners, LLC 0.04% Reduce -1.1% 941 $690K
Coign Capital Advisors LLC 0.46% Add +1.2% 936 $686K
Graves Light Lenhart Wealth, Inc. 0.08% No change 931 $682K
Fifth Third Wealth Advisors LLC 0.03% Add +6.5% 929 $681K
Ascentis Independent Advisors 0.13% Add +38.3% 928 $680K
Simmons Bank 0.05% Reduce -1.1% 926 $679K
Bryce Point Capital, LLC 0.57% New 926 $679K
First City Capital Management, Inc. 0.39% No change 925 $678K
AlphaQuest LLC 0.07% Reduce -64.0% 924 $677K
Venture Visionary Partners LLC 0.03% No change 924 $677K
Evernest Financial Advisors, LLC 0.22% Add +7.5% 923 $676K
Cerro Pacific Wealth Advisors LLC 0.19% Reduce -4.5% 923 $676K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -4.1% 916 $671K
Dark Forest Capital Management LP 0.03% Reduce -35.0% 910 $667K
Strategic Wealth Partners, Ltd. 0.05% — 909 $666K
Avantra Family Wealth, Inc. 0.55% Reduce -13.4% 907 $665K
EFG Asset Management (Americas) Corp. 0.12% New 907 $665K
Austin Private Wealth, LLC 0.05% Reduce -0.9% 907 $665K
Advus Financial Partners, LLC 0.17% Reduce -3.3% 906 $664K
Composition Wealth, LLC 0.01% Add +18.5% 903 $661K
CWA Asset Management Group, LLC 0.03% Reduce -8.1% 900 $660K
Systematic Alpha Investments, LLC 0.02% No change 900 $660K
Axxcess Wealth Management, LLC 0.02% Add +65.4% 898 $658K
Midland Wealth Advisors, LLC 0.04% Add +7.9% 888 $651K
Frank, Rimerman Advisors LLC 0.04% Reduce -8.4% 886 $649K
Capital Advisors Inc. 0.01% Add +1.5% 885 $648K
Prestige Wealth Management Group LLC 0.13% Reduce -0.1% 882 $647K
Strategic Investment Advisors / MI 0.06% Reduce -34.1% 886 $646K
Interchange Capital Partners, LLC 0.15% No change 879 $643K
Courier Capital LLC 0.04% Reduce -10.3% 875 $641K
Davidson Trust Co. 0.30% No change 874 $640K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -10.3% 869 $637K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +0.1% 866 $635K
MassMutual Private Wealth & Trust, FSB 0.02% Add +1.6% 863 $632K
Pacific Sage Partners, LLC 0.13% No change 860 $630K
Dynamic Advisor Solutions LLC 0.02% Add +10.4% 859 $630K
DRW Securities, LLC 0.04% Add +19.8% 859 $629K
Howard Capital Management, LLC 0.01% Add +11.4% 858 $629K
Independent Financial Group, LLC 0.02% Reduce -5.2% 857 $628K
S.A. Mason LLC 0.30% No change 850 $623K
Valmark Advisers, Inc. 0.01% Add +2.1% 843 $618K
Modern Wealth Management, LLC 0.02% Add +3.7% 840 $616K
1776 Wealth LLC 0.25% No change 838 $614K
Legacy Capital Wealth Partners, LLC 0.14% Add +5.8% 836 $612K
Drucker Wealth 3.0, LLC 0.12% Reduce -20.8% 842 $612K
First Nebraska Trust Co 0.06% No change 835 $612K
WT Wealth Management 0.18% Add +2.2% 833 $610K
Insigneo Advisory Services, LLC 0.05% Add +6.5% 833 $610K
Great Lakes Retirement, Inc. 0.07% New 831 $609K
IFC Advisors LLC 0.11% Reduce -4.0% 830 $608K
Aviance Capital Partners, LLC 0.08% Add +1.2% 830 $608K
FAS Wealth Partners, Inc. 0.04% Add +29.1% 830 $608K
Redmond Asset Management, LLC 0.14% Reduce -2.9% 829 $607K
Operose Advisors LLC 0.17% No change 823 $603K
LVM Capital Management Ltd. 0.06% New 819 $600K
Burt Wealth Advisors 0.14% No change 816 $598K
Fire Capital Management LLC 0.38% Reduce -4.2% 814 $596K
Sweeney & Michel, LLC 0.21% No change 839 $596K
Twin Peaks Wealth Advisors, LLC 0.19% Reduce -4.1% 904 $595K
Advanced Portfolio Management, LLC 1.66% No change 812 $595K
Chesley Taft & Associates LLC 0.03% No change 805 $590K
Smith Anglin Financial, LLC 0.05% Add +0.3% 803 $588K
Hunter Associates Investment Management LLC 0.09% No change 801 $587K
Financially Speaking Inc 0.39% New 800 $586K
Moment Partners, LLC 0.11% No change 800 $586K
Atlantic Union Bankshares Corp 0.01% Add +123.2% 799 $585K
Lodestone Wealth Management LLC 0.28% Add +1.0% 797 $584K
DSG Capital Advisors, LLC 0.10% No change 794 $582K
Range Financial Group LLC 0.23% Reduce -0.5% 792 $580K
NorthCrest Asset Manangement, LLC 0.02% Add +10.7% 805 $579K
HUB Investment Partners, LLC 0.02% Reduce -2.6% 788 $577K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +77.0% 786 $576K
Verus Financial Partners, Inc. 0.06% No change 790 $575K
Waterloo Capital, L.P. 0.05% Add +40.6% 782 $573K
MKT Advisors LLC 0.23% No change 787 $573K
CRA Financial Services, LLC 0.09% Add +41.6% 779 $571K
Wilson & Boucher Capital Management, LLC 0.40% Add +0.7% 778 $570K
Conning Inc. 0.02% Reduce -3.5% 771 $565K
Inscription Capital, LLC 0.08% Add +13.6% 769 $564K
Insight 2811, Inc. 0.27% No change 769 $564K
First National Bank & Trust Co. of Newtown 0.11% No change 763 $559K
Moloney Securities Asset Management, LLC 0.07% Reduce -9.2% 758 $555K
Private Wealth Asset Management, LLC 0.07% Reduce -0.5% 756 $554K
First Western Trust Bank 0.02% Reduce -20.1% 752 $551K
Bannerman Wealth Management Group, LLC 0.42% Reduce -10.6% 751 $550K
Sompo Asset Management Co., Ltd. 0.10% Reduce -20.2% 750 $550K
International Assets Investment Management, LLC 0.04% Reduce -40.4% 749 $549K
SMART Wealth LLC 0.17% Add +112.8% 747 $547K
GW Henssler & Associates Ltd. 0.03% Reduce -4.5% 746 $547K
Commerzbank Aktiengesellschaft 0.01% No change 745 $546K
Drive Wealth Management, LLC 0.12% Add +4.4% 740 $543K
Sherbrooke Park Advisers LLC 0.24% New 740 $542K
Vista Investment Partners Ii, LLC 0.26% No change 739 $542K
Agf Management Ltd. 0.00% Reduce -78.3% 739 $542K
Baker Avenue Asset Management, LP 0.02% Add +14.9% 738 $540K
Defined Wealth Management, LLC 0.33% Add +0.4% 737 $540K
EntryPoint Capital, LLC 0.27% New 735 $539K
First Manhattan Co. Llc. 0.00% Add +1.4% 731 $536K
MCF Advisors LLC 0.04% Reduce -2.9% 731 $536K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +19.7% 728 $533K
LMR Partners LLP 0.01% Reduce -87.8% 727 $533K
Delta Investment Management, LLC 0.10% Add +2.5% 726 $532K
BayBridge Capital Group, LLC 0.34% Add +1.6% 721 $528K
Stockman Wealth Management, Inc. 0.07% Reduce -42.9% 719 $527K
Brookwood Investment Group LLC 0.08% Reduce -1.8% 717 $526K
Cullen Investment Group, LTD. 0.07% Reduce -1.9% 717 $525K
One Degree Advisors Inc 0.19% Reduce -0.1% 717 $525K
ICONIQ Capital, LLC 0.01% Add +3.6% 715 $524K
Catalyst Capital Advisors LLC 0.01% New 714 $523K
Front Row Advisors LLC 0.18% New 712 $522K
Certified Advisory Corp 0.05% No change 710 $520K
ZWJ Investment Counsel Inc. 0.02% Reduce -11.3% 710 $520K
Polymer Capital Management (US) LLC 0.09% Reduce -2.5% 708 $519K
Bahl & Gaynor LLC 0.00% No change 707 $518K
Bowen Hanes & Co. Inc. 0.01% New 705 $517K
Certuity, LLC 0.05% Add +1.4% 705 $516K
Cornerstone Wealth Group, LLC 0.04% Add +5.7% 702 $514K
KG Capital Management 0.15% Add +114.8% 698 $511K
Two Sigma Securities, LLC 0.06% Reduce -20.8% 696 $510K
Princeton Capital Management LLC 0.15% Add +0.1% 694 $509K
Legacy Financial Advisors, Inc. 0.08% Add +24.3% 691 $506K
Asset Dedication, LLC 0.04% No change 691 $506K
Allegiance Financial Group Advisory Services LLC 0.13% Add +0.9% 689 $505K
LMG Wealth Partners, LLC 0.10% No change 689 $505K
Penserra Capital Management LLC 0.01% Add +8.5% 690 $504K
E Fund Management Co., Ltd. 0.02% Reduce -12.0% 687 $503K
Sivia Capital Partners, LLC 0.17% Add +77.9% 685 $502K
Teza Capital Management LLC 0.37% New 685 $502K
Accurate Wealth Management, LLC 0.08% Add +1.0% 697 $499K
Advisor OS, LLC 0.05% Add +6.9% 681 $499K
Strategic Advisors LLC 0.10% Add +13.7% 680 $498K
Columbia Bank 0.15% Add +87.7% 687 $497K
Payne Capital Management, LLC 0.19% Add +0.3% 677 $496K
LVW Advisors, LLC 0.06% Add +28.0% 676 $495K
Uniting Wealth Partners, LLC 0.19% No change 673 $493K
Marco Investment Management LLC 0.04% No change 673 $493K
49 Wealth Management, LLC 0.05% Add +0.1% 672 $493K
Leavell Investment Management, Inc. 0.02% Reduce -7.2% 670 $492K
Advisor Resource Council 0.24% Reduce -91.3% 668 $489K
Veltria Advisors Corp. 0.33% Add +20.2% 667 $489K
Consolidated Portfolio Review Corp 0.07% Reduce -8.0% 665 $488K
Kavar Capital Partners Group, LLC 0.07% No change 662 $485K
Bingham Private Wealth, LLC 0.46% Add +14.4% 659 $483K
RD Lewis Holdings, Inc. 0.49% Reduce -1.8% 728 $483K
Hamilton Capital, LLC 0.03% Reduce -6.3% 659 $483K
Plan A Wealth LLC 0.27% Add +46.6% 657 $481K
Etesian Wealth Advisors, Inc. 0.18% No change 657 $481K
Centricity Wealth Management, LLC 0.38% Reduce -10.0% 656 $481K
Parkside Financial Bank & Trust 0.05% Add +8.8% 654 $479K
Argus Investors' Counsel, Inc. 0.34% Add +60.7% 654 $479K
Wealth Alliance, LLC 0.05% Add +2.7% 653 $479K
ForthRight Wealth Management, LLC 0.15% Add +18.5% 653 $479K
Boyd Watterson Asset Management LLC 0.15% Add +5.2% 652 $478K
FineMark National Bank & Trust 0.02% Add +1.2% 652 $478K
Oak Grove Capital LLC 0.11% New 650 $476K
Crestwood Advisors Group, LLC 0.01% Add +13.1% 649 $475K
Stratos Wealth Advisors, LLC 0.03% Reduce -3.3% 647 $474K
Cardinal Point Capital Management ULC 0.04% Add +2.2% 645 $473K
Measured Wealth Private Client Group, LLC 0.14% Reduce -7.8% 646 $473K
Tranquilli Financial Advisor LLC 0.29% Add +1.7% 644 $472K
Trilogy Capital Inc. 0.02% Reduce -36.8% 643 $471K
Accelerate Investment Advisors LLC 0.35% Reduce -1.5% 643 $471K
Meritage Portfolio Management 0.03% No change 642 $470K
First Bancorp, Inc 0.27% No change 641 $470K
Boothbay Fund Management, LLC 0.01% Reduce -95.9% 641 $470K
Tiemann Investment Advisors, LLC 0.19% No change 640 $469K
Schwarz Dygos Wheeler Investment Advisors LLC 0.11% No change 640 $469K
First Foundation Advisors 0.02% No change 640 $469K
Chiron Capital Management, LLC 0.41% No change 639 $468K
OxenFree Capital LLC 0.29% Add +2.1% 639 $468K
Charles Schwab Trust Co 0.04% Add +4.1% 638 $468K
Peak Planning Group, LLC 0.30% No change 637 $467K
American Alpha Advisors, LLC 0.38% New 636 $466K
Camden National Bank 0.07% Reduce -12.8% 636 $466K
Kanawha Capital Management LLC 0.03% Reduce -0.8% 635 $466K
Proficio Capital Partners LLC 0.03% Add +8.2% 633 $464K
OneAscent Financial Services LLC 0.03% Reduce -20.2% 635 $464K
Good Life Advisors, LLC 0.03% Reduce -16.4% 632 $463K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +45.4% 631 $462K
Icon Wealth Advisors, LLC 0.03% Add +3.6% 630 $462K
Ferguson Shapiro LLC 0.16% No change 628 $461K
Simplicity Wealth,LLC 0.02% New 626 $459K
Smithfield Trust Co 0.02% Add +23.4% 627 $459K
XML Financial, LLC 0.04% Add +88.2% 623 $457K
Alta Advisers Ltd 0.16% No change 622 $456K
Colonial River Investments, LLC 0.20% Add +17.3% 637 $455K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -3.4% 618 $453K
Compass Capital Corp. /Ma/ 0.21% Reduce -7.7% 634 $452K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -16.5% 616 $452K
Fiera Capital Corp 0.00% Reduce -12.6% 615 $451K
GPS Wealth Strategies Group, LLC 0.05% Add +0.3% 614 $450K
Syverson Strege & Co 0.11% New 611 $448K
Fielder Capital Group LLC 0.12% Add +1.3% 608 $446K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +0.7% 607 $445K
PFG Advisors 0.02% Add +67.6% 605 $444K
Quarry LP 0.11% Reduce -60.6% 603 $442K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.5% 603 $442K
YHB Investment Advisors, Inc. 0.03% No change 602 $441K
Athena Investment Management 0.25% Reduce -9.3% 601 $440K
Hummer Financial Advisory Services Inc 0.33% No change 600 $440K
Groesbeck Investment Management Corp. 0.77% No change 600 $440K
PKO Investment Management Joint-Stock Co 0.05% Reduce -60.0% 600 $440K
Versant Capital Management, Inc 0.07% Add +1.0% 598 $438K
Morningstar Investment Management LLC 0.04% New 593 $435K
Alpine Woods Capital Investors, LLC 0.10% New 590 $432K
Versor Investments LP 0.08% Add +26.6% 590 $432K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +4.5% 586 $430K
NDVR, Inc. 0.40% Reduce -0.5% 586 $429K
Plum Street Advisors, LLC 0.19% No change 586 $429K
Provenance Wealth Advisors, LLC 0.06% No change 586 $429K
Dover Advisors, LLC 0.19% No change 585 $429K
Marathon Strategic Advisors, LLC 0.40% No change 583 $427K
Lodestar Private Asset Management LLC 0.05% Reduce -7.9% 583 $427K
Advyzon Investment Management, LLC 0.09% New 582 $427K
Childress Capital Advisors, LLC 0.11% Add +11.1% 580 $425K
Baron Wealth Management LLC 0.15% Add +12.4% 580 $425K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.3% 580 $425K
LM Advisors LLC 0.06% New 580 $425K
Bridgewater Advisors Inc. 0.03% Add +5.3% 594 $423K
Quadrant Private Wealth Management, LLC 0.09% Add +0.3% 576 $423K
GTS Securities LLC 0.02% Reduce -80.9% 575 $421K
Busey Bank 0.01% Add +53.6% 573 $420K
Paragon Private Wealth Management, LLC 0.17% Reduce -8.6% 572 $419K
Main Street Financial Solutions, LLC 0.03% Add +36.5% 572 $419K
Ariston Services Group 0.30% No change 572 $419K
Ausdal Financial Partners, Inc. 0.03% Reduce -18.3% 572 $419K
Gilman Hill Asset Management, LLC 0.07% No change 571 $418K
NewEdge Wealth, LLC 0.01% Add +9.7% 631 $418K
Richard W. Paul & Associates, LLC 0.15% Reduce -25.5% 570 $418K
Burke & Herbert Bank & Trust Co. 0.09% No change 567 $415K
Efficient Advisors, LLC 0.02% New 566 $415K
Leigh Baldwin & Co., LLC 0.27% No change 563 $413K
Angeles Wealth Management, LLC 0.03% Add +6.7% 557 $408K
Penobscot Investment Management Company, Inc. 0.03% No change 555 $407K
Westshore Wealth, LLC 0.16% No change 554 $406K
GM Advisory Group, LLC 0.02% Add +3.2% 554 $406K
L2 Asset Management, LLC 0.07% Add +4.7% 552 $404K
Cynosure Group, LLC 0.05% Add +2.8% 552 $404K
Kieckhefer Group LLC 0.22% No change 550 $403K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +4.6% 549 $402K
SouthState Bank Corp 0.02% Add +16.6% 547 $401K
Visionary Wealth Advisors 0.02% Add +0.2% 547 $401K
Raleigh Capital Management Inc. 0.17% Reduce -27.9% 546 $400K
Earned Wealth Advisors, LLC 0.08% Add +8.4% 542 $398K
Richmond Investment Services, LLC 0.08% New 542 $397K
Novem Group 0.05% Add +2.7% 541 $396K
Kestra Investment Management, LLC 0.01% Add +1046.8% 539 $395K
Paragon Financial Partners, Inc. 0.27% No change 537 $394K
Aspiriant, LLC 0.01% Add +32.1% 535 $392K
Hickory Point Bank & Trust 0.31% Reduce -9.7% 528 $387K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 528 $387K
Marotta Asset Management 0.08% Reduce -27.8% 526 $385K
Van Lanschot Kempen Investment Management N.V. 0.00% New 526 $385K
Cresset Asset Management, LLC 0.00% Reduce -42.6% 525 $385K
Dixon Fnancial Services, Inc. 0.19% No change 523 $383K
First Business Financial Services, Inc. 0.03% No change 523 $383K
Heritage Wealth Advisors 0.02% Reduce -28.0% 518 $380K
Warther Private Wealth, LLC 0.10% Reduce -74.4% 517 $379K
Davis R M Inc. 0.01% Add +0.2% 516 $378K
PGIM Custom Harvest LLC 0.01% No change 512 $375K
Farringdon Capital, Ltd. 0.13% New 512 $375K
Tritonpoint Wealth, LLC 0.03% Reduce -15.7% 511 $375K
Steel Grove Capital Advisors, LLC 0.04% No change 508 $372K
Natural Investments, LLC 0.10% Reduce -20.3% 509 $372K
Deseret Mutual Benefit Administrators 0.17% No change 506 $371K
West Paces Advisors Inc. 0.08% Reduce -8.0% 506 $371K
EagleClaw Capital Managment, LLC 0.06% No change 505 $370K
AGH Wealth Advisors, LLC 0.30% Reduce -2.9% 504 $369K
Simplex Trading, LLC 0.01% New 503 $368K
Wills Financial Group LLC 0.16% No change 500 $366K
Turtle Creek Wealth Advisors, LLC 0.04% New 499 $366K
Clear Point Advisors Inc. 0.31% Reduce -9.4% 498 $365K
Am Investment Strategies LLC 0.09% No change 497 $364K
Outbound Financial Inc 0.33% — 496 $363K
Crewe Advisors LLC 0.05% No change 496 $363K
JT Stratford LLC 0.06% Add +4.2% 495 $363K
Berger Financial Group, Inc 0.02% Reduce -17.9% 495 $363K
Elyxium Wealth, LLC 0.14% Add +19.4% 493 $361K
Sonora Investment Management Group, LLC 0.03% No change 492 $361K
Stock Yards Bank & Trust Co. 0.01% Reduce -7.7% 492 $361K
OneAscent Family Office, LLC 0.34% Reduce -15.2% 490 $359K
Everpar Advisors LLC 0.16% Add +14.9% 487 $357K
Private Client Services, LLC 0.14% Add +44.6% 483 $354K
Donaldson Capital Management, LLC 0.01% Add +26.1% 483 $354K
Vertex Planning Partners, LLC 0.07% Add +0.8% 482 $353K
Lazari Capital Management, Inc. 0.13% Reduce -37.9% 481 $353K
Prosperity Consulting Group, LLC 0.03% Add +2.6% 481 $352K
Investment House LLC 0.02% No change 480 $352K
Five Oceans Advisors 0.15% Add +0.4% 480 $352K
Gibbs Wealth Management 0.07% Add +18.9% 478 $350K
Premier Path Wealth Partners, LLC 0.05% Add +7.2% 475 $348K
Richwood Investment Advisors, LLC 0.29% No change 475 $348K
BLB&B Advisors, LLC 0.02% Reduce -3.1% 474 $347K
McLean Asset Management Corp 0.09% Add +2.3% 492 $347K
Wealth Quarterback LLC 0.16% Add +0.2% 473 $346K
Fortress Financial Group, LLC 0.29% No change 471 $346K
Breakwater Capital Group 0.06% No change 469 $344K
Quotient Wealth Partners, LLC 0.01% Add +16.1% 468 $343K
Bell Bank 0.02% No change 467 $342K
Main Street Group, LTD 0.12% Reduce -0.2% 466 $342K
Acorn Financial Advisory Services Inc. 0.06% Reduce -0.4% 466 $341K
Planned Solutions, Inc. 0.13% No change 463 $339K
RW Investment Management LLC 0.04% Reduce -1.5% 463 $339K
Grove Bank & Trust 0.04% Add +2.0% 462 $339K
Regatta Capital Group, LLC 0.06% Add +0.2% 460 $337K
Lighthouse Investment Partners, LLC 0.01% New 460 $337K
RMR Wealth Builders 0.03% Add +1.3% 458 $336K
Calton & Associates, Inc. 0.06% New 456 $334K
Groupe la Francaise 0.01% Add +92.4% 458 $334K
Shulman DeMeo Asset Management LLC 0.08% Reduce -1.1% 454 $333K
Legacy Edge Advisors, LLC 0.04% No change 449 $329K
Sawgrass Asset Management LLC 0.04% Reduce -0.2% 449 $329K
Gsa Capital Partners LLP 0.02% New 447 $328K
Cidel Asset Management Inc. 0.02% No change 446 $327K
Salem Investment Counselors Inc. 0.01% No change 445 $326K
AlTi Global, Inc. 0.01% New 444 $326K
Manchester Capital Management LLC 0.04% Add +7.3% 444 $325K
NBT Bank, N.A. 0.02% No change 444 $325K
Rothschild Investment LLC 0.02% Reduce -1.6% 442 $324K
Global Assets Advisory, LLC 0.13% New 444 $323K
MASTERINVEST Kapitalanlage GmbH 0.03% — 440 $322K
Cromwell Holdings LLC 0.19% No change 438 $321K
BCS Wealth Management 0.07% New 437 $320K
Freedom Investment Management, Inc. 0.03% Add +27.9% 436 $320K
Virtus Advisers, LLC 0.20% Add +46.3% 436 $319K
Intrust Bank NA 0.03% Reduce -9.9% 436 $319K
1ST Source Bank 0.02% Add +0.7% 434 $318K
Manske Wealth Management 0.10% No change 433 $317K
Beaird Harris Wealth Management, LLC 0.02% Add +1.2% 431 $316K
LBMC Investment Advisors, LLC 0.02% No change 430 $315K
Sentry Investment Management LLC 0.17% No change 433 $314K
Narus Financial Partners, LLC 0.10% Add +1.7% 428 $313K
Ameritas Advisory Services, LLC 0.02% Reduce -55.2% 427 $313K
Meadow Creek Wealth Advisors LLC 0.21% Add +4.7% 426 $312K
Parthenon LLC 0.04% No change 426 $312K
Colonial Trust Co / SC 0.05% Add +25.4% 425 $312K
Beaumont Financial Advisors, LLC 0.02% Add +3.2% 424 $311K
M.E. Allison & Co., Inc. 0.25% Reduce -8.9% 422 $309K
Hickory Asset Management, Inc. 0.25% No change 417 $306K
Cypress Wealth Services, LLC 0.05% Add +3.7% 417 $305K
AdviceOne Advisory Services, LLC 0.22% Reduce -1.2% 415 $304K
Savvy Advisors, Inc. 0.02% Add +22.1% 415 $304K
Obsidian Personal Planning Solutions LLC 0.12% No change 414 $303K
Quad-Cities Investment Group, LLC 0.14% No change 412 $302K
Gradient Investments LLC 0.01% Reduce -0.2% 410 $300K
Sound View Wealth Advisors Group, LLC 0.02% Add +7.3% 410 $300K
Wealth Management Associates, Inc. 0.12% No change 410 $300K
Genesis Private Wealth, LLC 0.14% Reduce -13.3% 409 $300K
Revisor Wealth Management LLC 0.11% New 416 $297K
Webster Bank, N. A. 0.03% No change 405 $297K
Trust Co. of Vermont 0.01% No change 403 $295K
StrongBox Wealth, LLC 0.11% No change 403 $295K
Affinity Investment Advisors, LLC 0.22% Reduce -7.6% 400 $293K
Essential Partners LLC 0.12% — 400 $293K
Mattson Financial Services, LLC 0.08% No change 400 $293K
Northside Capital Management, LLC 0.02% New 400 $293K
Hollencrest Capital Management 0.01% Reduce -47.0% 400 $293K
One Day In July LLC 0.03% Add +2.0% 400 $293K
Whipplewood Advisors, LLC 0.16% Reduce -50.6% 399 $292K
Moss Adams Wealth Advisors LLC 0.03% Add +21.0% 398 $292K
Calydon Capital 0.03% New 398 $292K
Parisi Gray Wealth Management 0.08% Reduce -0.5% 397 $291K
RPS Advisory Solutions LLC 0.16% Add +9.7% 395 $289K
MBB Public Markets I LLC 0.03% Reduce -17.9% 394 $289K
Park Square Financial Group, LLC 0.21% Reduce -11.7% 393 $288K
180 Wealth Advisors, LLC 0.04% Reduce -0.8% 392 $287K
Smith, Moore & Co. 0.02% No change 391 $287K
RiverFront Investment Group, LLC 0.01% No change 391 $287K
Ceera Investments, LLC 0.09% No change 390 $286K
Stokes Family Office, LLC 0.03% Add +6.8% 390 $286K
Allegheny Financial Group 0.06% Add +0.5% 388 $285K
United Community Bank 0.10% Add +5.4% 388 $284K
Optas, LLC 0.05% Add +0.3% 387 $284K
Seaside Wealth Management, Inc. 0.09% Add +1.3% 385 $282K
Successful Portfolios LLC 0.17% No change 384 $281K
Oxford Asset Management LLP 0.09% New 383 $281K
Stonebridge Capital Advisors LLC 0.02% Reduce -30.1% 383 $281K
Tsfg, LLC 0.05% No change 381 $280K
Gryphon Financial Partners LLC 0.04% Reduce -4.3% 378 $277K
Westover Capital Advisors, LLC 0.06% Add +2.2% 378 $277K
Alpha Family Trust 0.14% No change 375 $275K
Greatmark Investment Partners, Inc. 0.03% New 375 $275K
Continuum Advisory, LLC 0.03% Add +17.2% 374 $274K
UNIVEST FINANCIAL Corp 0.02% New 374 $274K
McClarren Financial Advisors, Inc. 0.18% Reduce -44.4% 374 $274K
Founders Financial Securities LLC 0.02% Add +1.6% 373 $273K
Bar Harbor Wealth Management 0.02% Reduce -6.3% 373 $273K
Sunbelt Securities, Inc. 0.02% Add +1.9% 477 $272K
Glen Eagle Advisors, LLC 0.04% Add +0.8% 370 $271K
Curi Capital, LLC 0.01% New 369 $270K
MUFG Securities EMEA plc 0.01% Reduce -87.7% 369 $270K
Gladstone Institutional Advisory LLC 0.01% Reduce -12.8% 368 $270K
Strategent Financial, LLC 0.21% No change 368 $270K
Cary Street Partners Investment Advisory LLC 0.13% Add +22.7% 367 $269K
Alaethes Wealth, LLC 0.08% Reduce -29.8% 366 $268K
Vaughan David Investments LLC 0.01% No change 366 $268K
Armstrong Advisory Group, Inc. 0.02% Reduce -2.7% 365 $267K
Essex Bank 0.06% No change 365 $267K
Union Savings Bank 0.12% No change 383 $266K
Red Door Wealth Management, LLC 0.03% Add +2.6% 361 $265K
Wellspring Financial Advisors, LLC 0.02% Reduce -12.6% 361 $265K
Americana Partners, LLC 0.01% No change 361 $265K
Intact Investment Management Inc. 0.01% New 360 $264K
Maridea Wealth Management LLC 0.07% Reduce -40.7% 359 $263K
Holistic Financial Partners 0.12% Add +0.6% 359 $263K
Capital Analysts, LLC 0.01% Reduce -21.8% 359 $263K
Kapstone Financial Advisors LLC 0.13% Reduce -3.0% 357 $262K
M3 Advisory Group, LLC 0.18% Add +2.3% 357 $261K
Maia Wealth LLC 0.05% Reduce -11.9% 355 $260K
Welch & Forbes LLC 0.00% New 355 $260K
Boston Family Office LLC 0.02% No change 355 $260K
Gateway Wealth Partners, LLC 0.05% No change 353 $259K
PharVision Advisers, LLC 0.37% Add +10.0% 353 $259K
American Trust 0.02% New 353 $259K
Wayfinding Financial, LLC 0.12% Reduce -17.8% 364 $258K
Swisher Financial Concepts, Inc. 0.17% No change 352 $258K
Adirondack Trust Co. 0.09% Add +0.3% 352 $258K
FLC Capital Advisors 0.05% Add +0.3% 351 $257K
Talbot Financial, LLC 0.02% No change 351 $257K
Aberdeen Wealth Management LLC 0.17% No change 350 $256K
Shoker Investment Counsel, Inc. 0.08% No change 350 $256K
Bard Financial Services, Inc. 0.03% No change 350 $256K
Atlas Private Wealth Advisors 0.03% Add +2.6% 348 $255K
OneAscent Wealth Management LLC 0.09% Add +3.0% 347 $254K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Add +7.8% 345 $253K
Rollins Financial Advisors, LLC 0.04% Reduce -4.2% 344 $252K
Philip James Wealth Mangement, LLC 0.03% Reduce -31.9% 344 $252K
Bradley Foster & Sargent Inc. 0.00% No change 344 $252K
Financial Advocates Investment Management 0.02% Reduce -19.7% 343 $252K
CYBER HORNET ETFs LLC 0.18% No change 342 $251K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% No change 372 $250K
Three Bridge Wealth Advisors, LLC 0.07% New 341 $250K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -1.5% 337 $247K
Cornerstone Advisory, LLC 0.03% Add +3.1% 337 $247K
ClearAlpha Technologies LP 0.71% New 337 $247K
Romano Brothers and Company 0.03% No change 336 $246K
Palisades Hudson Asset Management, L.P. 0.10% No change 335 $246K
Impact Capital Partners LLC 0.08% Add +5.7% 334 $245K
Patron Partners, LLC 0.12% New 332 $243K
Eastern Bank 0.00% No change 332 $243K
Columbus Macro, LLC 0.03% Reduce -4.9% 332 $243K
Elm3 Financial Group, LLC 0.20% Reduce -3.8% 331 $243K
Seizert Capital Partners, LLC 0.01% No change 331 $243K
Focus Financial Network, Inc. 0.01% Add +10.0% 330 $242K
Centric Wealth Management 0.06% New 362 $242K
NWK Group, Inc. 0.08% No change 330 $242K
Clifford Group, LLC 0.20% No change 329 $241K
Capital Investment Advisory Services, LLC 0.02% No change 328 $240K
CFO4Life Group, LLC 0.04% Reduce -2.4% 328 $240K
Grandview Asset Management LLC 0.08% New 327 $240K
Petrus Trust Company, LTA 0.02% New 327 $240K
Beirne Wealth Consulting Services, LLC 0.08% No change 325 $239K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -11.7% 325 $238K
Corps Capital Advisors, LLC 0.38% No change 325 $238K
Addison Advisors LLC 0.06% Add +0.6% 323 $237K
Allen Capital Group, LLC 0.02% Add +7.7% 322 $236K
Kera Capital Partners, Inc. 0.05% New 320 $234K
Goldstein Advisors, LLC 0.03% Reduce -14.7% 320 $234K
Parkside Advisors LLC 0.05% No change 318 $233K
ORG Partners LLC 0.05% Add +10.0% 320 $233K
Apella Capital, LLC 0.01% Add +3.6% 316 $232K
Foster Group, Inc. 0.01% New 317 $232K
Poinciana Advisors Group, LLC 0.21% Add +6.0% 317 $232K
Occidental Asset Management, LLC 0.03% Add +3.6% 317 $232K
Vantage Financial Partners, LLC 0.05% Add +0.3% 316 $231K
Palisade Asset Management, LLC 0.02% Reduce -55.9% 315 $231K
Capital Investment Services of America, Inc. 0.02% No change 315 $231K
AdvisorNet Financial, Inc 0.01% Reduce -9.5% 315 $231K
ARS Wealth Advisors Group, LLC 0.03% New 315 $231K
Hamilton Point Investment Advisors, LLC 0.04% Add +4.3% 314 $230K
Revolve Wealth Partners, LLC 0.03% New 311 $228K
SYM FINANCIAL Corp 0.03% New 311 $228K
JGP Global Gestao de Recursos Ltda. 0.11% Reduce -0.3% 310 $227K
Allianz SE 0.01% No change 310 $227K
Macroview Investment Management LLC 0.19% Add +0.3% 310 $227K
Willow Creek Wealth Management Inc. 0.02% Add +0.3% 309 $226K
Blalock Williams, LLC 0.22% New 307 $225K
Integrity Alliance, Llc. 0.01% Reduce -11.1% 306 $224K
WPG Advisers, LLC 0.19% Reduce -25.0% 306 $224K
Wealthspire Retirement, LLC 0.01% No change 306 $224K
Veracity Capital LLC 0.08% Reduce -12.1% 306 $224K
Abacus Planning Group, Inc. 0.03% No change 305 $223K
Warren Street Wealth Advisors, LLC 0.07% New 304 $223K
Tyche Wealth Partners LLC 0.04% Reduce -0.7% 303 $222K
PFG Investments, LLC 0.01% Reduce -1.6% 301 $221K
Moody Aldrich Partners LLC 0.04% Reduce -33.9% 301 $221K
Reston Wealth Management LLC 0.08% New 300 $220K
Vestor Capital, LLC 0.02% Reduce -98.2% 500 $220K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 300 $220K
Aufman Associates Inc 0.14% No change 300 $220K
Investment Partners, LTD. 0.08% No change 300 $220K
BCGM Wealth Management, LLC 0.06% No change 300 $220K
Burling Wealth Partners, LLC 0.04% No change 300 $220K
Leo Wealth, LLC 0.02% New 300 $220K
SGL Investment Advisors, Inc. 0.11% Reduce -76.3% 302 $219K
Keudell/Morrison Wealth Management 0.05% Reduce -1.0% 297 $218K
Evermay Wealth Management LLC 0.03% No change 294 $216K
Kovack Advisors, Inc. 0.02% New 294 $216K
Bank Ozk 0.08% Reduce -18.5% 291 $213K
Diversify Advisory Services, LLC 0.01% New 323 $213K
Intrua Financial, LLC 0.03% New 290 $213K
Wealth Dimensions Group, Ltd. 0.05% New 290 $213K
DDD Partners, LLC 0.02% New 290 $213K
Nadler Financial Group, Inc. 0.02% New 290 $213K
Pacific Center for Financial Services 0.06% No change 286 $210K
Clean Yield Group 0.06% No change 286 $210K
KOM Wealth Management Group, LLC 0.17% New 286 $210K
Tempus Wealth Planning, LLC 0.05% Reduce -18.8% 285 $209K
waypoint wealth counsel 0.10% New 284 $208K
Shira Ridge Wealth Management 0.10% New 284 $208K
Dorsey Wright & Associates 0.05% New 283 $208K
Coastwise Capital Group, LLC 0.16% New 282 $207K
Berkshire Asset Management LLC 0.01% New 281 $206K
Sovran Advisors, LLC 0.02% New 284 $206K
Debussy Capital Management LP 0.03% New 280 $205K
Allstate Corp. 0.01% Reduce -94.2% 280 $205K
OneAscent Investment Solutions LLC 0.22% Reduce -23.7% 280 $205K
Camelot Portfolios, LLC 0.12% Reduce -30.0% 280 $205K
Destination Wealth Management 0.01% Reduce -10.3% 278 $204K
GW&K Investment Management, LLC 0.00% Add +3.8% 277 $203K
J.Safra Asset Management Corp 0.01% Reduce -15.6% 276 $202K
Cobblestone Asset Management LLC 0.11% New 276 $202K
Shufro Rose & Co. LLC 0.02% No change 300 $202K
Sawyer & Company, Inc 0.07% Reduce -33.6% 267 $202K
Liberty Wealth Management LLC 0.03% New 274 $201K
Wetzel Investment Advisors, Inc. 0.09% New 274 $201K
Key Financial Inc 0.04% No change 273 $200K
CVA Family Office, LLC 0.03% Add +1.1% 268 $196K
First Command Advisory Services, Inc. 0.00% Reduce -0.4% 267 $196K
Barnes Dennig Private Wealth Management LLC 0.22% Add +1180.0% 256 $188K
West Oak Capital, LLC 0.09% No change 255 $187K
Fortitude Family Office, LLC 0.06% Reduce -2.7% 255 $187K
Rosenberg Matthew Hamilton 0.04% Add +46.8% 248 $182K
Kelly Lawrence W & Associates Inc. 0.05% No change 240 $176K
LRI Investments, LLC 0.01% Add +2.6% 235 $172K
General Partner, Inc. 0.10% No change 234 $171K
Westside Investment Management, Inc. 0.03% Add +14.2% 234 $171K
Osterweis Capital Management Inc. 0.01% New 226 $166K
Banque Transatlantique SA 0.00% Add +28.6% 225 $165K
Trifecta Capital Advisors, LLC 0.03% Reduce -0.9% 225 $165K
North Capital, Inc. 0.14% No change 217 $159K
Avion Wealth 0.04% Reduce -29.1% 217 $159K
Paladin Advisory Group, LLC 0.12% No change 216 $158K
BOK Financial Private Wealth, Inc. 0.01% Reduce -11.9% 208 $153K
Zions Bancorporation, National Association 0.01% Add +0.5% 204 $149K
Gitterman Wealth Management, LLC 0.03% Reduce -68.1% 203 $149K
FNY Investment Advisers, LLC 0.06% New 200 $146K
Leonteq Securities AG 0.01% Add +50.0% 195 $143K
Archer Investment Corp 0.03% No change 190 $140K
North Star Investment Management Corp. 0.01% Add +5.8% 184 $135K
Bellwether Advisors, LLC 0.02% Reduce -95.3% 180 $132K
FSA Wealth Management LLC 0.05% No change 174 $128K
Ameliora Wealth Management Ltd. 0.04% No change 170 $125K
Cary Street Partners Financial LLC 0.00% Reduce -88.0% 169 $124K
First United Bank & Trust 0.04% Reduce -26.7% 165 $121K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 165 $121K
SOA Wealth Advisors, LLC. 0.02% New 165 $121K
Flagship Wealth Advisors, LLC 0.05% No change 164 $120K
Pacifica Partners Inc. 0.05% No change 164 $119K
Plante Moran Financial Advisors, LLC 0.01% Reduce -32.5% 158 $116K
MV Capital Management, Inc. 0.01% Add +1.9% 157 $115K
Rossby Financial, LCC 0.04% No change 155 $114K
Hurley Capital, LLC 0.08% Add +0.7% 154 $113K
TCTC Holdings, LLC 0.00% No change 151 $111K
1248 Management, LLC 0.04% No change 150 $110K
Delta Asset Management LLC 0.01% Reduce -6.5% 145 $107K
Dynamic Wealth Strategies, LLC 0.08% Reduce -16.3% 144 $106K
Orion Capital Management LLC 0.04% No change 144 $106K
Financial Perspectives, Inc 0.03% No change 143 $105K
Bay Harbor Wealth Management, LLC 0.03% Reduce -23.2% 142 $104K
Covestor Ltd 0.06% Add +7.6% 141 $104K
Hemington Wealth Management 0.01% Reduce -1.4% 140 $102K
SBI Securities Co., Ltd. 0.00% Reduce -2.1% 137 $100K
High Note Wealth, LLC 0.02% No change 133 $97K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 130 $95K
Tacita Capital Inc 0.06% No change 130 $95K
Farmers & Merchants Investments Inc. 0.00% No change 129 $95K
Mission Creek Capital Partners, Inc. 0.02% No change 10,224 $92K
Bank of New Hampshire 0.02% No change 124 $91K
True Wealth Design, LLC 0.03% Add +4.3% 122 $90K
Costello Asset Management, INC 0.03% No change 120 $88K
Cape Investment Advisory, Inc. 0.03% Reduce -1.6% 120 $88K
Truvestments Capital LLC 0.02% No change 120 $88K
Alpine Bank Wealth Management 0.01% Reduce -29.6% 119 $87K
Bogart Wealth, LLC 0.00% Add +122.6% 118 $86K
CoreFirst Bank & Trust 0.05% New 117 $86K
St Germain D J Co. Inc. 0.00% No change 117 $86K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -4.1% 116 $85K
Ransom Advisory, Ltd 0.04% No change 115 $84K
Private Wealth Management Group, LLC 0.03% Reduce -3.4% 114 $84K
Itau Unibanco Holding S.A. 0.00% Reduce -13.1% 113 $83K
Capital Advisors, Ltd. LLC 0.01% No change 107 $78K
Johnson Financial Group, Inc. 0.00% Reduce -67.7% 105 $77K
Alerus Financial NA 0.01% New 104 $76K
Frazier Financial Advisors, LLC 0.05% No change 104 $76K
Chelsea Counsel Co. 0.04% No change 100 $73K
Birchbrook, Inc. 0.04% No change 100 $73K
Monetary Management Group Inc. 0.02% No change 100 $73K
Peoples Financial Services Corp. 0.04% No change 100 $73K
Centennial Bank 0.03% No change 99 $73K
Cornerstone Planning Group LLC 0.01% No change 97 $69K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -53.0% 93 $68K
Brown, Lisle/Cummings, Inc. 0.02% Add +535.7% 89 $65K
Bollard Group LLC 0.00% No change 87 $64K
NewSquare Capital LLC 0.00% Add +70.6% 87 $64K
Summit Securities Group LLC 0.02% New 85 $62K
TFC Financial Management, Inc. 0.01% No change 84 $62K
Evolution Advisers, Inc. 0.03% No change 83 $60K
Richardson Financial Services Inc. 0.04% Add +1.3% 81 $59K
Sarver Vrooman Wealth Advisors 0.04% Reduce -32.2% 80 $59K
Pinnacle Bancorp, Inc. 0.02% No change 79 $58K
Creative Capital Management Investments LLC 0.02% No change 78 $57K
Rise Advisors, LLC 0.02% Add +1.3% 77 $57K
S&T Bank 0.02% Reduce -26.7% 77 $56K
Hara Capital LLC 0.03% Reduce -34.5% 76 $56K
Ameriflex Group, Inc. 0.03% Reduce -87.6% 74 $53K
Principia Wealth Advisory, LLC 0.04% Add +2.9% 70 $51K
Dagco, Inc. 0.01% No change 70 $51K
Graney & King, LLC 0.03% No change 67 $49K
Pandora Wealth, Inc. 0.03% No change 60 $44K
Washington Trust Advisors, Inc. 0.00% Add +3.5% 60 $44K
Signature Resources Capital Management, LLC 0.03% New 59 $43K
Sound Income Strategies, LLC 0.00% Add +78.8% 59 $43K
Crews Bank & Trust 0.01% No change 58 $43K
SJS Investment Consulting Inc. 0.01% Reduce -3.5% 56 $41K
Access Investment Management LLC 0.01% — 55 $40K
Clearstead Trust, LLC 0.01% Add +52.8% 55 $40K
Loomis Sayles & Co. L P 0.00% New 53 $39K
Marquette Asset Management, LLC 0.01% No change 52 $38K
Mascoma Wealth Management LLC 0.01% No change 51 $37K
Millstone Evans Group, LLC 0.03% No change 50 $37K
Sittner & Nelson, LLC 0.01% No change 50 $37K
Bell Investment Advisors, Inc 0.01% Add +8.7% 50 $37K
Binnacle Investments Inc 0.02% No change 49 $36K
Core Alternative Capital 0.01% No change 49 $36K
Delos Wealth Advisors, LLC 0.03% New 48 $35K
Aventura Private Wealth, LLC 0.01% No change 47 $34K
Harbor Investment Advisory, LLC 0.00% No change 45 $33K
Physician Wealth Advisors, Inc. 0.01% Add +18.9% 44 $32K
Medallion Wealth Advisors, LLC 0.01% No change 44 $32K
Valued Wealth Advisors LLC 0.02% No change 43 $32K
Vermillion Wealth Management, Inc. 0.01% No change 41 $30K
Aspect Partners, LLC 0.01% No change 41 $30K
GFG Capital, LLC 0.01% New 41 $30K
Tanglewood Legacy Advisors, LLC 0.01% No change 40 $29K
Trust Co 0.00% No change 40 $29K
Canton Hathaway, LLC 0.01% No change 40 $29K
State of Wyoming 0.00% New 39 $29K
Solstein Capital, LLC 0.01% Add +171.4% 38 $28K
First Financial Corp. 0.01% No change 38 $28K
American Capital Advisory, LLC 0.01% Add +2.8% 37 $27K
Indiana Trust & Investment Management Co 0.01% No change 35 $26K
Westend Capital Management, LLC 0.01% No change 35 $26K
Sachetta, LLC 0.01% Add +13.3% 34 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +6.3% 34 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 33 $24K
Ogorek Anthony Joseph /NY/ 0.01% No change 34 $24K
Sierra Ocean, LLC 0.02% Add +10.3% 32 $23K
Activest Wealth Management 0.01% Reduce -3.0% 32 $23K
HHM Wealth Advisors, LLC 0.00% No change 32 $23K
Dunhill Financial, LLC 0.01% No change 31 $23K
Hoey Investments, Inc. 0.00% No change 30 $22K
JDM Financial Group LLC 0.01% No change 30 $22K
Salomon & Ludwin, LLC 0.00% No change 30 $21K
Transce3nd, LLC 0.01% Add +86.7% 28 $21K
Motco 0.00% Add +383.3% 29 $20K
Atwood & Palmer Inc. 0.00% No change 27 $20K
Howard Hughes Medical Institute 0.01% New 27 $20K
Hughes Financial Services, LLC 0.00% Add +7.7% 28 $20K
Oliver Lagore Vanvalin Investment Group 0.01% — 29 $20K
Fairscale Capital, LLC 0.01% New 28 $19K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 26 $19K
2UniFi Bank 0.01% Reduce -43.5% 26 $19K
Briaud Financial Planning Inc 0.01% New 26 $19K
CBIZ Investment Advisory Services, LLC 0.00% Add +177.8% 25 $18K
Bruce G. Allen Investments, LLC 0.01% Reduce -67.5% 25 $18K
Abound Wealth Management 0.00% Reduce -4.2% 23 $17K
iA Global Asset Management Inc. 0.00% New 23 $17K
Scarborough Advisors, LLC 0.00% New 23 $17K
Highline Wealth Partners LLC 0.00% Add +50.0% 21 $15K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -91.4% 21 $15K
Missouri Trust & Investment Co 0.01% New 21 $15K
Godsey & Gibb, Inc. 0.00% No change 20 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 19 $14K
Avalon Trust Co 0.00% No change 19 $14K
Evergreen Private Wealth LLC 0.01% New 18 $13K
Global X Japan Co., Ltd. 0.00% New 18 $13K
LGT Financial Advisors LLC 0.03% Add +54.5% 17 $13K
Pineridge Advisors LLC 0.00% No change 17 $13K
Creekmur Asset Management LLC 0.00% New 17 $12K
HighMark Wealth Management LLC 0.01% No change 16 $12K
Beacon Capital Management, LLC 0.00% Add +14.3% 16 $12K
LOM Asset Management Ltd 0.00% — 15 $11K
LFA - Lugano Financial Advisors SA 0.01% No change 15 $11K
Carolina Wealth Advisors, LLC 0.01% No change 15 $11K
Caldwell Sutter Capital, Inc. 0.01% No change 15 $11K
Rakuten Securities, Inc. 0.00% Reduce -11.8% 15 $11K
Disciplina Capital Management LLC 0.00% No change 15 $11K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.3% 15 $11K
Albion Financial Group 0.00% No change 15 $11K
South Plains Financial, Inc. 0.01% No change 15 $11K
Redmont Wealth Advisors LLC 0.02% Add +100.0% 14 $10K
Coston, McIsaac & Partners 0.00% No change 13 $10K
Valley National Advisers Inc. 0.00% No change 14 $10K
Fairway Wealth LLC 0.00% No change 13 $10K
Estabrook Capital Management 0.00% No change 13 $10K
Country Trust Bank 0.00% No change 13 $10K
Copia Wealth Management 0.01% No change 12 $9K
Kilter Group LLC 0.00% New 12 $9K
Park Place Capital Corp 0.00% Add +50.0% 12 $9K
Financial Management Professionals, Inc. 0.00% Add +37.5% 11 $8K
Ridgewood Investments LLC 0.00% No change 11 $8K
Bare Financial Services, Inc 0.00% New 11 $8K
WealthTrak Capital Management LLC 0.01% Add +66.7% 10 $7K
Raffa Wealth Management, LLC 0.00% No change 10 $7K
Piscataqua Savings Bank 0.01% No change 10 $7K
Boreal Capital Management LLC 0.01% — 9 $7K
First Pacific Financial 0.00% New 9 $7K
JNBA Financial Advisors 0.00% No change 9 $7K
IMG Wealth Management, Inc. 0.01% New 9 $7K
IAG Wealth Partners, LLC 0.00% Reduce -66.7% 8 $6K
Tortoise Investment Management, LLC 0.00% Add +166.7% 8 $6K
Kozak & Associates, Inc. 0.00% No change 8 $6K
Nova Wealth Management, Inc. 0.00% New 8 $6K
Decker Retirement Planning Inc. 0.00% New 7 $5K
DecisionPoint Financial, LLC 0.00% New 7 $5K
TD Capital Management LLC 0.00% No change 6 $4K
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 6 $4K
Clark Wealth Partners 0.00% No change 6 $4K
Wealth Preservation Advisors, LLC 0.00% Reduce -14.3% 6 $4K
Compass Financial Services Inc 0.00% No change 6 $4K
WestEnd Advisors, LLC 0.00% Add +20.0% 6 $4K
Byrne Asset Management LLC 0.00% Reduce -50.0% 5 $4K
MPWM Advisory Solutions, LLC 0.00% Reduce -28.6% 5 $4K
Mark Sheptoff Financial Planning, LLC 0.00% New 5 $4K
Rialto Wealth Management, LLC 0.00% Add +150.0% 5 $4K
Arcadia Investment Management Corp. 0.00% No change 5 $4K
Nemes Rush Group LLC 0.00% Add +66.7% 5 $4K
Total Investment Management Inc. 0.00% New 4 $3K
WealthCollab, LLC 0.00% No change 4 $3K
Caitong International Asset Management Co., Ltd 0.00% New 4 $3K
Creative Financial Designs Inc. 0.00% No change 4 $3K
Gold Investment Management Ltd. 0.00% No change 4 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 4 $3K
FWL Investment Management, 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
Princeton Global Asset Management LLC 0.00% New 3 $2K
Dogwood Wealth Management LLC 0.00% No change 3 $2K
Wood Tarver Financial Group, LLC 0.00% No change 3 $2K
PayPay Securities Corp 0.07% Add +100.0% 2 $1K
Redwood Park Advisors LLC 0.00% No change 2 $1K
Legacy Investment Solutions, LLC 0.00% — 2 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -33.3% 2 $1K
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $1K
Quaker Wealth Management, LLC 0.00% — 2 $1K
Atticus Wealth Management, LLC 0.00% New 2 $1K
Stephens Consulting, LLC 0.00% New 2 $1K
Smallwood Wealth Investment Management, LLC 0.00% New 2 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $844
West Branch Capital LLC 0.00% No change 1 $733
McIlrath & Eck, LLC 0.00% Reduce -88.9% 1 $733
Proathlete Wealth Management LLC 0.00% New 1 $732

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