McKessonMCK

13F holders, Q3 2025 (September 30)
1,835holders +43
146new positions
95sold out
9famous investors
$771.70avg. 13F price*

At the end of Q3 2025, 1,835 institutions reported holding McKesson Corp. (MCK) in their 13F filings, up 43 from Q2 2025. 146 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($9.3B), BlackRock, Inc. ($8.7B) and State Street Corp. ($4.4B). 9 famous investors held it, including Cliff Asness (0.4% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions146$439.5M
Exits95$590.6M

All 13F filers, Q2 2025 → Q3 2025: 5,478,082 shares bought and 6,836,678 shares sold, net −1,358,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,835 holders

Vanguard Group Inc. 0.14% Reduce -0.3% 12,031,610 $9.3B
BlackRock, Inc. 0.15% Add +0.4% 11,295,439 $8.7B
State Street Corp. 0.15% Add +0.9% 5,750,519 $4.4B
Massachusetts Financial Services Co. 0.94% Reduce -1.5% 3,924,282 $3.0B
FMR LLC 0.12% Add +36.4% 2,928,757 $2.3B
Geode Capital Management, LLC 0.14% Add +0.4% 2,832,262 $2.2B
JPMorgan Chase & Co. 0.14% Reduce -42.0% 2,792,649 $2.2B
Franklin Resources Inc. 0.52% Add +3.5% 2,681,321 $2.1B
Morgan Stanley 0.12% Add +2.5% 2,469,973 $1.9B
Alliancebernstein L.P. 0.58% Add +5.6% 2,394,699 $1.9B
Bank of America Corp. 0.10% Reduce -2.5% 1,673,581 $1.3B
T. Rowe Price Investment Management, Inc. 0.76% Reduce -10.4% 1,600,307 $1.2B
Royal Bank of Canada 0.21% Add +2.6% 1,543,763 $1.2B
Northern Trust Corp. 0.15% Add +0.4% 1,532,856 $1.2B
Boston Partners 1.06% Add +6.7% 1,330,953 $1.0B
Arrowstreet Capital, Limited Partnership 0.63% Add +4.2% 1,288,763 $995.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -8.1% 1,188,957 $918.5M
Nordea Investment Management AB 0.73% Add +9.9% 1,093,531 $837.3M
Manufacturers Life Insurance Company, The 0.64% Add +19.2% 1,000,687 $773.1M
Invesco Ltd. 0.12% Add +2.2% 961,757 $743.0M
WCM Investment Management, LLC 1.53% Reduce -1.3% 966,131 $736.0M
Goldman Sachs Group Inc. 0.10% Add +21.1% 921,878 $712.2M
Legal & General Group Plc 0.16% Add +5.3% 920,932 $711.5M
Charles Schwab Investment Management Inc. 0.11% Add +3.6% 918,190 $709.3M
T. Rowe Price Associates Inc. 0.07% Reduce -3.0% 872,597 $674.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.59% Add +0.2% 835,354 $645.3M
Bank of New York Mellon Corp 0.11% Reduce -0.4% 827,398 $639.2M
AQR Capital Management 0.40% Reduce -3.1% 829,038 $631.0M
TD Asset Management Inc 0.48% Add +1.6% 764,654 $590.7M
Janus Henderson Group PLC 0.26% Reduce -0.9% 734,688 $567.6M
Acadian Asset Management LLC 0.92% Add +6.7% 679,384 $524.8M
Swedbank AB 0.49% Add +4.7% 623,094 $481.4M
Wellington Management Group LLP 0.08% Add +32.9% 618,984 $478.2M
Voya Investment Management LLC 0.52% Add +11.9% 598,880 $462.1M
UBS Group AG 0.09% Reduce -13.9% 580,926 $448.8M
Ameriprise Financial Inc. 0.10% Add +33.9% 572,569 $442.4M
Pacer Advisors, Inc. 1.14% Add +5.7% 562,998 $434.9M
Nuveen, LLC 0.11% Reduce -13.1% 551,029 $425.7M
Deutsche Bank AG 0.14% Add +21.1% 530,598 $409.9M
Bessemer Group Inc. 0.62% Reduce -0.7% 520,942 $402.4M
Amundi 0.11% Reduce -25.3% 471,966 $349.9M
SurgoCap Partners LP 9.92% Add +68.7% 452,261 $349.4M
Barclays PLC 0.13% Reduce -6.6% 439,823 $339.8M
California Public Employees Retirement System 0.20% Reduce -14.9% 435,954 $336.8M
Wells Fargo & Company 0.07% Reduce -5.9% 432,730 $334.3M
Jacobs Levy Equity Management, Inc. 1.31% Reduce -5.4% 425,299 $328.6M
National Pension Service 0.23% Add +2.8% 387,456 $299.3M
Swiss National Bank 0.16% Reduce -5.0% 360,550 $278.5M
Dimensional Fund Advisors LP 0.06% Reduce -0.1% 352,321 $272.1M
Envestnet Asset Management Inc. 0.07% Add +12.4% 330,647 $255.4M
Farallon Capital Management, L.L.C. 1.43% Add +4.0% 327,100 $252.7M
Scharf Investments, LLC 6.31% Reduce -6.8% 324,733 $250.9M
Russell Investments Group, Ltd. 0.28% Add +0.5% 321,175 $247.7M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +1.1% 318,711 $246.2M
Carmignac Gestion 3.62% Reduce -19.5% 314,173 $242.7M
Clearbridge Investments, LLC 0.18% Reduce -21.7% 311,909 $241.0M
Man Group plc 0.46% Add +27.6% 305,492 $236.0M
Bank of Montreal 0.10% Reduce -24.2% 297,051 $229.5M
Mackenzie Financial Corp. 0.27% Reduce -16.4% 292,975 $226.3M
Principal Financial Group Inc. 0.11% Reduce -1.0% 278,762 $215.4M
Raymond James Financial Inc. 0.07% Reduce -6.9% 269,358 $208.1M
Assenagon Asset Management S.A. 0.30% Reduce -14.4% 264,514 $204.3M
HSBC Holdings PLC 0.12% Reduce -0.3% 260,318 $201.1M
Rhumbline Advisers 0.16% Reduce -0.9% 259,722 $200.6M
Panagora Asset Management Inc. 0.81% Add +63.2% 258,941 $200.0M
FIL Ltd 0.16% Add +12.8% 257,721 $199.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +5.2% 251,755 $194.5M
Qube Research & Technologies Ltd 0.27% Reduce -45.9% 250,442 $193.5M
Robeco Institutional Asset Management B.V. 0.28% Add +27.1% 248,988 $192.4M
PNC Financial Services Group, Inc. 0.11% Add +24.3% 242,256 $187.2M
Victory Capital Management Inc. 0.10% Reduce -12.5% 229,534 $177.3M
DekaBank Deutsche Girozentrale 0.29% No change 227,498 $173.0M
BNP Paribas Financial Markets 0.13% Reduce -3.4% 219,597 $169.6M
Public Sector Pension Investment Board 0.62% Add +75.4% 218,460 $168.8M
California State Teachers Retirement System 0.16% Add +0.7% 203,294 $157.1M
Natixis Advisors, LLC 0.22% Reduce -1.8% 197,504 $152.6M
LPL Financial LLC 0.04% Add +6.8% 197,040 $152.2M
New York State Common Retirement Fund 0.19% Reduce -3.8% 194,912 $150.6M
Candriam S.C.A. 0.77% Add +26.3% 190,186 $146.9M
CANADA LIFE ASSURANCE Co 0.20% Add +0.9% 187,803 $143.1M
Brandes Investment Partners, LP 1.14% Add +4.1% 184,441 $142.5M
Capital International Investors 0.02% Add +13.2% 183,925 $142.1M
Wealth Enhancement Advisory Services, LLC 0.21% Reduce -1.1% 183,753 $137.8M
Macquarie Group Ltd. 0.16% Reduce -3.0% 176,901 $136.7M
Danica Pension, Livsforsikringsaktieselskab 2.09% Add +11.1% 175,204 $135.4M
Nomura Asset Management Co. Ltd. 0.35% Add +0.3% 172,811 $133.5M
Handelsbanken Fonder AB 0.41% Reduce -22.1% 168,866 $130.5M
Corient Private Wealth LP 0.20% Reduce -2.4% 167,847 $129.7M
Tredje AP-fonden 1.04% Add +25.9% 167,271 $129.2M
First Trust Advisors LP 0.10% Reduce -2.8% 166,050 $128.3M
Danske Bank A/S 0.32% Add +68.3% 165,023 $127.5M
Sei Investments Co. 0.13% Add +8.4% 161,445 $124.7M
Sands Capital Management, LLC 0.33% Add +7.7% 157,146 $121.4M
TCW Group Inc. 1.01% Add +3.7% 155,414 $120.1M
Public Employees Retirement Association of Colorado 0.44% Add +830.4% 153,971 $118.9M
Schroder Investment Management Group 0.09% Add +4.2% 153,087 $118.3M
Allspring Global Investments Holdings, LLC 0.19% Add +475.4% 152,557 $116.7M
KBC Group NV 0.27% Add +23.1% 143,318 $110.7M
Commerce Bank 0.60% Add +0.3% 139,802 $108.0M
Alecta Tjanstepension Omsesidigt 0.48% No change 139,500 $107.8M
Prudential Financial Inc. 0.13% Add +10.6% 136,843 $105.7M
Storebrand Asset Management As 0.28% Add +3.3% 135,682 $104.8M
D. E. Shaw & Co. 0.09% Add +29.7% 130,252 $100.6M
Caisse de depot et placement du Quebec 0.18% Reduce -34.3% 128,393 $99.2M
Atalanta Sosnoff Capital, LLC 1.89% Reduce -2.1% 127,495 $98.5M
Railway Pension Investments Ltd 1.32% No change 126,122 $97.4M
Neuberger Berman Group LLC 0.07% Reduce -6.4% 125,441 $96.9M
Renaissance Technologies 0.12% Reduce -38.2% 122,426 $94.6M
Skandinaviska Enskilda Banken AB (publ) 0.38% Reduce -1.2% 121,756 $94.1M
Clark Capital Management Group, Inc. 0.58% Add +2.2% 120,802 $93.3M
Aviva PLC 0.17% Add +5.3% 119,366 $92.2M
AXA Investment Managers S.A. 0.24% — 115,229 $89.0M
STRS Ohio 0.33% Reduce -24.3% 115,085 $88.9M
Anchor Capital Advisors LLC 2.57% Reduce -1.8% 114,937 $88.8M
State Board of Administration of Florida Retirement System 0.16% Reduce -7.6% 114,923 $88.8M
Haverford Trust Co 0.80% Reduce -15.2% 114,506 $88.5M
Pictet Asset Management Holding SA 0.09% Add +26.0% 114,096 $88.1M
Mariner, LLC 0.11% Add +37.2% 113,997 $88.1M
Mitsubishi UFJ Trust & Banking Corp 0.19% Add +4.5% 112,458 $86.9M
APG Asset Management N.V. 0.24% Reduce -1.5% 131,939 $86.7M
Aberdeen Group plc 0.14% Add +61.6% 113,077 $86.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Add +5.0% 108,756 $84.0M
Millennium Management 0.07% Add +2172.5% 108,465 $83.8M
Korea Investment CORP 0.17% Reduce -2.8% 107,201 $82.8M
Citigroup Inc. 0.06% Reduce -7.1% 106,674 $82.4M
Canada Pension Plan Investment Board 0.06% Reduce -0.3% 105,338 $81.4M
Allianz Asset Management GmbH 0.10% Reduce -37.0% 102,247 $79.0M
New York State Teachers Retirement System 0.15% Reduce -0.3% 101,701 $78.6M
Meyer Handelman Co. 2.48% Reduce -5.3% 101,386 $78.3M
Bristol Gate Capital Partners Inc. 4.62% Reduce -3.3% 101,263 $78.2M
Squarepoint Ops LLC 0.17% Add +105.8% 100,464 $77.6M
Cornerstone Investment Partners, LLC 3.16% Add +0.6% 98,004 $75.7M
Jupiter Asset Management Ltd. 0.64% New 96,921 $74.9M
Worldquant Millennium Advisors LLC 0.32% Add +1011.3% 96,528 $74.6M
Westwood Holdings Group Inc. 0.52% Add +73.2% 93,012 $71.9M
National Bank of Canada 0.08% Reduce -14.1% 90,470 $69.9M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -40.3% 89,398 $69.1M
Tidal Investments LLC 0.29% Add +105.5% 89,197 $68.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.39% Add +10.0% 89,100 $68.8M
Mediolanum International Funds Ltd 0.68% Reduce -0.7% 85,115 $64.8M
US Bancorp \de 0.07% Reduce -2.6% 81,577 $63.0M
Becker Capital Management Inc. 1.79% Reduce -1.9% 79,395 $61.4M
KLP Kapitalforvaltning As 0.24% Add +18.4% 79,210 $61.2M
Teacher Retirement System of Texas 0.24% Add +14.9% 76,370 $59.0M
HighTower Advisors, LLC 0.07% Add +2.9% 76,186 $58.9M
Ensign Peak Advisors, Inc 0.10% Reduce -20.0% 76,085 $58.8M
Lord, Abbett & Co. LLC 0.18% Reduce -0.6% 74,106 $57.3M
Toronto Dominion Bank 0.11% Add +42.7% 73,945 $57.1M
PFM Health Sciences, LP 4.83% No change 72,313 $55.9M
Truist Financial Corp. 0.08% Reduce -3.6% 72,140 $55.7M
State of Wisconsin Investment Board 0.13% Reduce -9.9% 70,698 $54.6M
Employees Retirement System of Texas 0.50% Reduce -6.3% 69,217 $53.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +3.1% 69,110 $53.4M
Main Street Research LLC 2.88% Reduce -0.4% 68,892 $53.2M
Focus Partners Wealth 0.09% Add +8.5% 68,181 $52.7M
Great Lakes Advisors, LLC 0.44% Reduce -0.5% 68,135 $52.6M
Creative Planning 0.04% Add +1.3% 67,387 $52.1M
Public Employees Retirement System of Ohio 0.16% Add +7.4% 66,525 $51.4M
Liberty One Investment Management, LLC 2.85% New 65,696 $50.8M
Lido Advisors, LLC 0.21% Add +2.4% 65,013 $50.3M
Royal London Asset Management Ltd. 0.11% Reduce -1.5% 64,702 $50.0M
Stifel Financial Corp. 0.05% Add +12.1% 64,205 $49.6M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -3.9% 64,080 $49.5M
CIBC Asset Management Inc 0.14% Add +1.1% 64,144 $49.5M
Holocene Advisors, LP 0.11% Reduce -83.2% 63,820 $49.3M
Achmea Investment Management B.V. 0.59% Add +7.5% 61,287 $47.3M
Federation des caisses Desjardins du Quebec 0.18% Add +11.2% 60,679 $46.9M
O'shaughnessy Asset Management, LLC 0.27% Add +1.7% 60,562 $46.8M
Los Angeles Capital Management LLC 0.16% Reduce -7.0% 60,484 $46.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.40% Add +1.9% 60,253 $46.5M
Seven Grand Managers, LLC 3.76% New 60,000 $46.4M
Signature Estate & Investment Advisors LLC 0.98% Add +1.7% 59,487 $46.0M
Burney Co./ 1.45% Reduce -3.0% 59,122 $45.7M
Asset Management One Co., Ltd. 0.13% Reduce -1.0% 58,333 $45.1M
Cerity Partners LLC 0.07% Reduce -1.4% 56,955 $44.0M
Glenview Capital Management, LLC 1.06% Add +120.7% 56,469 $43.6M
Treasurer of the State of North Carolina 0.13% Reduce -3.7% 56,429 $43.6M
Bridgewater Associates 0.17% Reduce -62.0% 56,139 $43.4M
Rathbones Group PLC 0.17% Add +1.1% 55,769 $43.1M
Todd Asset Management LLC 0.87% Reduce -0.8% 55,757 $43.1M
Smith Group Asset Management, LLC 2.42% Add +6.7% 54,412 $42.0M
Resona Asset Management Co.,Ltd. 0.19% Reduce -3.4% 52,547 $40.5M
Van Eck Associates Corp. 0.04% Reduce -4.4% 52,156 $40.3M
Suncoast Equity Management 3.96% Add +75.7% 51,385 $39.7M
BNP Paribas 1.20% Reduce -3.0% 51,667 $39.6M
Cetera Investment Advisers 0.05% Add +35.1% 51,076 $39.5M
Osaic Holdings, Inc. 0.06% Add +36.2% 52,660 $39.4M
Quantinno Capital Management LP 0.11% Add +14.4% 50,253 $38.8M
NorthCoast Asset Management LLC 0.15% Add +38.9% 48,912 $37.8M
Commonwealth Equity Services, LLC 0.05% Add +0.4% 48,879 $37.8M
State of Tennessee, Department of Treasury 0.13% Add +0.7% 48,856 $37.7M
Renaissance Group LLC 1.42% Reduce -0.6% 48,726 $37.6M
Pinebridge Investments, L.P. 0.28% Add +219.9% 48,251 $37.3M
ING Groep NV 0.20% Add +192.7% 48,180 $37.2M
Advisors Capital Management, LLC 0.46% Add +1.8% 47,750 $36.9M
Mn Services Vermogensbeheer B.V. 0.24% Add +1.3% 47,400 $36.6M
Teachers Retirement System of the State of Kentucky 0.28% No change 47,329 $36.6M
Zuckerman Investment Group, LLC 3.39% Reduce -5.3% 47,278 $36.5M
Janney Montgomery Scott LLC 0.08% Reduce -0.7% 46,299 $35.8M
Horiko Capital Management LLC 8.45% Reduce -2.4% 46,281 $35.6M
Segall Bryant & Hamill, LLC 0.47% Add +0.7% 45,902 $35.5M
DE Burlo Group Inc. 4.27% Add +210.3% 45,840 $35.4M
Susquehanna Fundamental Investments, LLC 1.38% Reduce -7.7% 45,687 $35.3M
DNB Asset Management AS 0.13% Reduce -7.0% 43,957 $34.0M
Nisa Investment Advisors, LLC 0.13% Reduce -4.8% 43,877 $33.9M
State of New Jersey Common Pension Fund D 0.12% Add +2.6% 43,455 $33.6M
TrinityBridge Ltd 0.74% Reduce -77.5% 43,326 $33.5M
Empowered Funds, LLC 0.33% Reduce -1.4% 42,596 $32.9M
Northwest & Ethical Investments L.P. 0.77% Add +0.6% 42,126 $32.5M
Flputnam Investment Management Co. 0.49% Add +0.1% 42,070 $32.5M
UniSuper Management Pty Ltd 0.20% Add +8.4% 41,295 $31.9M
Ninety One UK Ltd 0.07% Reduce -15.1% 40,590 $31.4M
Ilmarinen Mutual Pension Insurance Co 0.23% No change 40,428 $31.2M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Add +1.2% 39,444 $30.5M
Captrust Financial Advisors 0.06% Reduce -2.7% 39,443 $30.5M
Forsta Ap-Fonden 0.18% Reduce -8.4% 39,247 $30.3M
M&G PLC 0.17% Add +4.2% 38,897 $30.1M
Clifford Swan Investment Counsel LLC 0.99% Reduce -0.9% 38,586 $29.8M
Xponance LLC 0.24% Add +0.6% 38,431 $29.7M
Gotham Asset Management 0.13% Add +5.3% 38,428 $29.7M
Baird Financial Group, Inc. 0.05% Add +0.2% 38,296 $29.6M
Bellevue Group AG 0.61% Reduce -6.2% 37,957 $29.3M
Lazard Asset Management LLC 0.04% Add +37.9% 37,502 $29.0M
Steigerwald, Gordon & Koch Inc. 2.79% Reduce -0.1% 37,165 $28.7M
Florida Trust Wealth Management Co 0.82% Add +0.3% 37,067 $28.6M
Intech Investment Management LLC 0.25% Add +28.8% 36,750 $28.4M
Credit Agricole S A 0.09% — 36,748 $28.4M
Arizona State Retirement System 0.15% Reduce -0.2% 36,559 $28.2M
MetLife Investment Management, LLC 0.13% Reduce -2.1% 36,367 $28.1M
King Luther Capital Management Corp. 0.12% Add +6.9% 36,340 $28.1M
Wedge Capital Management L L P 0.47% Reduce -18.0% 36,114 $27.9M
Braun Stacey Associates Inc. 0.90% Reduce -0.9% 35,396 $27.3M
Citadel Advisors 0.02% New 35,393 $27.3M
Oddo BHF Asset Management Sas 1.01% Add +158.1% 34,394 $26.6M
Sanctuary Advisors, LLC 0.15% Add +0.7% 33,811 $26.1M
Whittier Trust Co. 0.29% Add +2.5% 34,884 $25.7M
Quadrature Capital Ltd 0.30% Reduce -36.9% 32,489 $25.1M
Martingale Asset Management L P 0.62% Reduce -7.3% 31,985 $24.7M
Private Wealth Partners, LLC 1.76% Reduce -1.0% 31,841 $24.6M
Calamos Advisors LLC 0.14% No change 31,782 $24.6M
Czech National Bank 0.17% Add +3.3% 31,591 $24.4M
Point72 (DIFC) Ltd 1.68% Add +50.0% 31,200 $24.1M
Distillate Capital Partners LLC 1.25% Reduce -1.4% 31,141 $24.1M
Segment Wealth Management, LLC 1.42% Add +0.0% 30,633 $23.7M
Epoch Investment Partners, Inc. 0.13% New 30,340 $23.4M
Stanley Capital Management, LLC 3.83% Reduce -10.2% 30,100 $23.3M
Badgley Phelps Wealth Managers, LLC 0.49% Add +1.1% 30,032 $23.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -2.7% 29,869 $23.1M
Vontobel Holding Ltd. 0.07% Reduce -24.4% 29,588 $22.9M
Comerica Bank 0.09% Reduce -7.8% 29,574 $22.8M
Polar Capital Holdings Plc 0.11% Reduce -0.4% 29,476 $22.8M
Investment Management Corp of Ontario 0.34% Add +62.5% 29,301 $22.6M
American Century Companies Inc. 0.01% Add +113.4% 29,278 $22.6M
Thompson Siegel & Walmsley LLC 0.37% Reduce -1.9% 29,267 $22.6M
Lynwood Price Capital Management LP 11.30% Add +13.2% 29,200 $22.6M
Amalgamated Bank 0.16% Add +0.7% 29,051 $22.4M
Daiwa Securities Group Inc. 0.08% Reduce -1.4% 28,945 $22.4M
Parkman Healthcare Partners LLC 2.42% Add +63.5% 28,542 $22.0M
Walleye Capital LLC 0.20% Add +889.3% 28,402 $21.9M
Ieq Capital, LLC 0.07% Reduce -14.1% 28,193 $21.8M
Mercer Global Advisors Inc. 0.04% Add +10.9% 27,957 $21.6M
BI Asset Management Fondsmaeglerselskab A/S 0.19% Reduce -5.4% 27,376 $21.1M
Muhlenkamp & Co. Inc. 5.69% Add +0.1% 27,108 $20.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.82% Add +2.3% 27,032 $20.9M
Assetmark, Inc. 0.04% Add +32.4% 26,991 $20.9M
Federated Hermes, Inc. 0.04% Reduce -5.5% 26,674 $20.6M
Tiaa Trust, National Association 0.05% Reduce -3.9% 26,622 $20.6M
Rhenman & Partners Asset Management AB 2.27% Reduce -4.0% 26,600 $20.5M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +17.9% 26,562 $20.5M
Retirement Systems of Alabama 0.07% Reduce -1.2% 26,533 $20.5M
&partners 0.13% Add +10.0% 25,597 $19.8M
Wealthfront Advisers LLC 0.05% Reduce -6.3% 25,557 $19.7M
MML Investors Services, LLC 0.05% Reduce -3.6% 24,812 $19.2M
Firetrail Investments PTY Ltd. 4.71% Reduce -3.4% 24,520 $18.8M
Crossmark Global Holdings, Inc. 0.28% Add +22.8% 24,319 $18.8M
Cibc World Market Inc. 0.04% Add +28.1% 24,243 $18.7M
Cookson Peirce & Co. Inc. 0.77% Add +3.3% 24,217 $18.7M
Schwerin Boyle Capital Management Inc. 1.99% No change 23,550 $18.2M
Pathstone Holdings, LLC 0.07% Add +0.5% 23,479 $18.1M
Dana Investment Advisors, Inc. 0.53% Add +4.2% 23,272 $18.0M
Moran Wealth Management, LLC 0.54% Reduce -2.2% 23,046 $17.8M
M&T Bank Corp 0.06% Reduce -17.5% 22,991 $17.8M
IFM Investors Pty Ltd 0.16% Reduce -0.5% 23,336 $17.7M
OP Asset Management Ltd 0.23% Add +0.5% 22,882 $17.7M
Orion Porfolio Solutions, LLC 0.14% Add +27.6% 22,629 $17.5M
Aquatic Capital Management LLC 0.32% New 22,368 $17.3M
Payden & Rygel 1.45% Reduce -31.0% 22,300 $17.2M
Vanguard Personalized Indexing Management, LLC 0.18% Reduce -0.5% 22,158 $17.1M
State of Alaska, Department of Revenue 0.17% Reduce -2.0% 22,067 $17.0M
Inlet Private Wealth, LLC 3.84% Add +0.0% 22,027 $17.0M
TD Waterhouse Canada Inc. 0.11% Add +3.0% 22,162 $17.0M
ProShare Advisors LLC 0.04% Reduce -2.7% 21,955 $17.0M
Varma Mutual Pension Insurance Co 0.11% Add +28.9% 21,853 $16.9M
USS Investment Management Ltd 0.08% No change 21,734 $16.8M
Susquehanna International Group, LLP 0.02% Reduce -18.6% 21,680 $16.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +10.3% 21,345 $16.5M
Elo Mutual Pension Insurance Co 0.27% Add +26.2% 21,084 $16.3M
Scotia Capital Inc. 0.07% Reduce -2.7% 21,041 $16.3M
Townsend & Associates, Inc 1.54% Add +3.4% 20,595 $16.2M
Culbertson A N & Co. Inc. 2.29% Reduce -0.5% 20,913 $16.2M
Utah Retirement Systems 0.16% Reduce -0.5% 20,740 $16.0M
Swiss Life Asset Management Ltd 0.08% Add +1.5% 20,551 $15.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -19.6% 20,546 $15.9M
AustralianSuper Pty Ltd 0.07% New 20,460 $15.8M
Heritage Investors Management Corp. 0.47% Reduce -0.9% 20,354 $15.7M
Generate Investment Management Ltd 0.79% Add +138.4% 20,267 $15.7M
Police & Firemen's Retirement System of New Jersey 0.13% Add +6.0% 20,185 $15.6M
Daiichi Life Insurance Co., Ltd. 0.39% Add +14.6% 20,114 $15.5M
Natixis 0.08% Reduce -7.1% 19,922 $15.4M
Jump Financial, LLC 0.21% New 19,898 $15.4M
Raiffeisen Bank International AG 0.20% Reduce -2.8% 19,353 $14.7M
Whittier Trust Co. of Nevada Inc. 0.31% Add +1.3% 19,881 $14.7M
Yousif Capital Management, LLC 0.16% Reduce -5.4% 18,820 $14.5M
Heron Bay Capital Management 2.71% Reduce -2.1% 18,785 $14.5M
Rockefeller Capital Management L.P. 0.03% Reduce -28.4% 18,583 $14.4M
GHP Investment Advisors, Inc. 0.60% Add +2.4% 18,576 $14.4M
Applied Finance Capital Management, LLC 1.01% Reduce -20.5% 18,332 $14.2M
Merit Financial Group, LLC 0.13% Add +3.0% 18,210 $14.1M
New York Life Investment Management LLC 0.12% Reduce -3.1% 18,147 $14.0M
Investment Management Associates Inc. 4.16% Reduce -2.6% 18,080 $14.0M
8 Knots Management, LLC 1.54% New 17,596 $13.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +1.1% 17,476 $13.5M
ASR Vermogensbeheer N.V. 0.16% Add +9.2% 17,303 $13.4M
CIBC Bancorp USA Inc. 0.08% — 17,187 $13.3M
Cwm, LLC 0.04% Add +16.6% 17,039 $13.2M
Jones Financial Companies LLLP 0.01% Add +33.7% 16,783 $12.8M
Toth Financial Advisory Corp. 1.38% Add +3.5% 16,527 $12.8M
Barlow Wealth Partners, LLC 1.41% New 15,887 $12.6M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.44% Add +59.5% 16,270 $12.6M
Vestcor Inc 0.37% Add +19.8% 16,050 $12.4M
Leuthold Group, LLC 1.35% Add +3.5% 15,998 $12.4M
Kinsale Capital Group, Inc. 2.26% Add +7.5% 15,993 $12.4M
Nissay Asset Management Corp. /Japan 0.07% Add +0.9% 15,904 $12.3M
Thrivent Financial for Lutherans 0.02% Reduce -1.5% 15,881 $12.3M
Advisory Services Network, LLC 0.18% Add +4.9% 15,787 $12.2M
Park National Corp. 0.38% Add +4.1% 15,676 $12.1M
United Asset Strategies, Inc. 0.96% Add +1.1% 15,566 $12.0M
Bank of Nova Scotia 0.02% Reduce -43.4% 15,346 $11.9M
Jain Global LLC 0.16% New 15,299 $11.8M
Oak Associates Ltd. 0.72% Reduce -13.5% 15,281 $11.8M
Morningstar Investment Management LLC 0.43% Add +2451.4% 15,130 $11.7M
Foster & Motley Inc. 0.63% Reduce -5.5% 15,109 $11.7M
First Horizon Corp. 0.55% — 15,055 $11.6M
Integral Health Asset Management, LLC 0.84% Add +50.0% 15,000 $11.6M
Two Sigma Advisers, LP 0.02% Reduce -95.0% 15,000 $11.6M
Mutual of America Capital Management LLC 0.12% Reduce -5.8% 14,917 $11.5M
Vest Financial, LLC 0.15% Add +7.3% 14,871 $11.5M
Jefferies Financial Group Inc. 0.11% New 14,693 $11.4M
Motco 1.03% Add +50389.7% 14,642 $11.3M
ProVise Management Group, LLC 0.83% Add +4.2% 14,558 $11.2M
Beacon Pointe Advisors, LLC 0.09% Add +8.2% 14,378 $11.1M
NEOS Investment Management LLC 0.08% Add +40.0% 14,373 $11.1M
McKinley Carter Wealth Services, Inc. 0.58% Reduce -1.5% 14,335 $11.1M
NewEdge Advisors, LLC 0.05% Reduce -5.5% 14,295 $11.0M
Evercore Wealth Management, LLC 0.16% Reduce -11.9% 14,199 $11.0M
Voleon Capital Management LP 0.27% Add +347.4% 14,184 $11.0M
Oregon Public Employees Retirement Fund 0.14% Add +31.3% 14,177 $11.0M
Spire Wealth Management 0.37% Add +19.7% 14,116 $10.9M
Blair William & Co. 0.03% Add +12.5% 14,057 $10.9M
Rafferty Asset Management, LLC 0.03% Add +4.4% 13,807 $10.7M
Longbow Finance SA 1.04% Reduce -13.5% 13,680 $10.6M
Sterling Capital Management LLC 0.15% Reduce -1.6% 13,634 $10.5M
CX Institutional 0.32% Add +214.7% 13,595 $10.5M
Ingalls & Snyder LLC 0.34% Reduce -4.3% 13,562 $10.5M
Patton Albertson Miller Group, LLC 1.25% Reduce -1.1% 13,418 $10.4M
Ritholtz Wealth Management 0.20% Reduce -0.5% 13,405 $10.4M
Fred Alger Management, LLC 0.04% Add +13.9% 13,280 $10.3M
Avanza Fonder AB 0.27% Add +8.4% 13,258 $10.2M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -1.5% 13,200 $10.2M
Ostrum Asset Management 0.46% Add +93.2% 13,170 $10.2M
Fisher Funds Management LTD 0.27% No change 13,118 $10.1M
Peachtree Investment Partners, LLC 3.51% Reduce -7.6% 13,109 $10.1M
Voloridge Investment Management, LLC 0.03% Reduce -63.2% 13,096 $10.1M
Guggenheim Capital LLC 0.08% Add +291.6% 13,080 $10.1M
Legacy Private Trust Co. 0.60% Reduce -4.3% 13,000 $10.0M
Freestone Capital Holdings, LLC 0.30% Add +3.1% 12,838 $9.9M
Ossiam 0.13% Add +726.7% 12,797 $9.9M
Trajan Wealth LLC 0.42% Reduce -6.9% 12,718 $9.8M
Kestra Advisory Services, LLC 0.04% Add +45.3% 12,702 $9.8M
HRT Financial LP 0.04% New 12,694 $9.8M
Zacks Investment Management 0.08% Reduce -5.3% 12,566 $9.7M
Engineers Gate Manager LP 0.11% Add +82.5% 12,414 $9.6M
Burton Enright Welch 1.43% Reduce -12.9% 12,254 $9.5M
Glenmede Investment Management, LP 0.05% Reduce -8.4% 12,174 $9.4M
Quantbot Technologies LP 0.26% Add +536.8% 12,137 $9.4M
Level Four Advisory Services, LLC 0.32% Reduce -12.2% 12,124 $9.4M
Atria Investments, Inc 0.11% Reduce -11.4% 12,061 $9.3M
Martin & Co. Inc. 1.60% Add +0.7% 11,655 $9.0M
Brookstone Capital Management 0.11% Add +15.6% 11,634 $9.0M
Verdence Capital Advisors LLC 0.51% Reduce -2.9% 10,986 $8.9M
Rwa Wealth Partners, LLC 0.10% Add +956.1% 11,438 $8.8M
Greystone Financial Group, LLC 1.37% Add +0.8% 11,436 $8.8M
Phoenix Financial Ltd. 0.11% Reduce -32.4% 11,320 $8.8M
Goelzer Investment Management, Inc. 0.44% Reduce -0.9% 10,725 $8.3M
Argyle Capital Management, LLC 2.86% Reduce -0.1% 10,694 $8.3M
Strategic Global Advisors, LLC 1.25% New 10,667 $8.2M
Savant Capital, LLC 0.05% Reduce -0.8% 10,563 $8.2M
Lockheed Martin Investment Management Co. 0.30% Add +19.3% 10,500 $8.1M
Ancora Advisors LLC 0.16% Reduce -2.0% 10,465 $8.1M
Cumberland Partners Ltd 0.53% Reduce -34.0% 10,440 $8.1M
Vinva Investment Management Ltd 0.16% Add +22.8% 10,492 $8.0M
Highland Capital Management, LLC 0.40% Add +7.3% 10,332 $8.0M
Hennion & Walsh Asset Management, Inc. 0.29% Reduce -16.1% 10,256 $7.9M
Westpac Banking Corp. 0.49% Reduce -0.3% 10,191 $7.9M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -0.2% 10,011 $7.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% Add +18.8% 10,009 $7.7M
MTM Investment Management, LLC 2.45% Reduce -0.8% 9,980 $7.7M
CIBC Private Wealth Group LLC 0.01% Reduce -3.9% 9,859 $7.6M
Haverford Financial Services, Inc. 2.10% Reduce -23.8% 9,667 $7.5M
Trust Co. of Toledo NA 0.75% Reduce -1.0% 9,664 $7.5M
Gabelli Funds LLC 0.05% Reduce -4.6% 9,635 $7.4M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -26.8% 9,616 $7.4M
Councilmark Asset Management, LLC 4.24% Reduce -0.1% 9,575 $7.4M
Cornerstone Advisors, LLC 0.24% Reduce -2.1% 9,500 $7.3M
CI Investments Inc. 0.03% Reduce -5.6% 9,482 $7.3M
Ballentine Partners, LLC 0.10% Reduce -22.3% 9,429 $7.3M
Illinois Municipal Retirement Fund 0.09% Reduce -6.8% 9,385 $7.3M
Private Advisor Group, LLC 0.04% Reduce -0.5% 9,293 $7.2M
Aware Super Pty Ltd as trustee of Aware Super 0.10% Add +54.6% 9,274 $7.2M
Resonant Capital Advisors, LLC 0.41% Add +1.3% 9,038 $7.0M
Act Two Investors LLC 1.23% No change 9,017 $7.0M
Sequoia Financial Advisors, LLC 0.04% Add +0.3% 9,017 $7.0M
Settian Capital LP 4.73% No change 9,000 $7.0M
Soltis Investment Advisors LLC 0.47% Add +1.9% 8,825 $6.8M
CENTRAL TRUST Co 0.14% Reduce -1.7% 8,728 $6.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.2% 8,639 $6.7M
Anchor Investment Management, LLC 0.55% No change 8,592 $6.6M
Motley Fool Asset Management LLC 0.27% Add +11.1% 8,587 $6.6M
Fifth Third Bancorp 0.02% Reduce -4.9% 8,523 $6.6M
Forvis Mazars Wealth Advisors, LLC 0.13% Reduce -3.4% 8,440 $6.5M
Woodline Partners LP 0.03% New 8,438 $6.5M
Prudential PLC 0.05% Add +13.9% 8,392 $6.5M
Ashton Thomas Securities, LLC 0.90% Add +0.6% 8,353 $6.5M
Choreo, LLC 0.08% Reduce -5.0% 8,298 $6.4M
Alberta Investment Management Corp 0.05% Add +18.6% 8,300 $6.4M
Centaurus Financial, Inc. 0.30% Add +4.3% 8,288 $6.4M
Rossmore Private Capital 0.68% Reduce -0.3% 8,202 $6.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.8% 8,186 $6.3M
HB Wealth Management, LLC 0.04% Add +22.2% 8,087 $6.2M
Butensky & Cohen Financial Security, Inc. 1.74% Add +1.4% 8,084 $6.2M
Kenora Financial, LLC 2.11% No change 8,075 $6.2M
Mizuho Securities USA LLC 0.13% Add +4.8% 9,059 $6.2M
OMERS ADMINISTRATION Corp 0.04% No change 8,030 $6.2M
3Chopt Investment Partners, LLC 1.40% Reduce -1.4% 7,954 $6.2M
Silvant Capital Management LLC 0.21% Reduce -5.2% 7,954 $6.1M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -11.1% 7,933 $6.1M
Kentucky Retirement Systems 0.17% Reduce -3.2% 7,880 $6.1M
Summit Global Investments 0.36% Reduce -2.6% 7,870 $6.1M
Financial Advisors Network, Inc. 0.86% Reduce -2.9% 7,866 $6.1M
Jane Street Group, LLC 0.01% New 7,832 $6.1M
Prospera Financial Services Inc 0.10% Add +21.8% 7,804 $6.0M
Peddock Capital Advisors, LLC 1.29% Reduce -1.6% 7,725 $6.0M
Walleye Trading LLC 0.10% New 7,722 $6.0M
Wellington Shields Capital Management, LLC 0.90% Add +0.4% 7,671 $5.9M
Generali Asset Management SPA SGR 0.13% Reduce -43.5% 7,635 $5.9M
GC Wealth Management RIA, LLC 0.19% Add +91.0% 7,568 $5.8M
Old National Bancorp 0.10% Reduce -2.1% 7,554 $5.8M
CHICAGO TRUST Co NA 0.82% Add +3.9% 7,506 $5.8M
DAVENPORT & Co LLC 0.03% Add +3.5% 7,498 $5.8M
Roundview Capital LLC 0.36% Add +1.6% 7,339 $5.7M
Hartford Investment Management Co. 0.17% Reduce -3.5% 7,294 $5.6M
Meridian Wealth Advisors, LLC 0.80% Add +2.6% 7,285 $5.6M
Modera Wealth Management, LLC 0.06% Reduce -1.8% 7,242 $5.6M
Te Ahumairangi Investment Management Ltd 0.94% Add +15.2% 7,160 $5.5M
Qsemble Capital Management, LP 0.54% New 7,138 $5.5M
Apollon Wealth Management, LLC 0.10% Add +7.0% 7,062 $5.5M
Argent Trust Co 0.19% Add +4.7% 7,051 $5.4M
Greenleaf Trust 0.05% Reduce -0.5% 7,012 $5.4M
Norinchukin Bank, The 0.07% Add +1.3% 7,002 $5.4M
Steward Partners Investment Advisory, LLC 0.03% Add +12.9% 7,001 $5.4M
Sivik Global Healthcare LLC 2.84% Reduce -46.1% 7,000 $5.4M
Ascent Group, LLC 0.19% Reduce -24.5% 6,979 $5.4M
Caprock Group, LLC 0.13% — 7,811 $5.4M
Strategic Financial Services, Inc. 0.27% Reduce -1.1% 6,877 $5.3M
B. Metzler seel. Sohn & Co. AG 0.05% Add +13.3% 6,860 $5.3M
Mesirow Financial Investment Management, Inc. 0.09% Add +0.0% 6,834 $5.3M
CreativeOne Wealth, LLC 0.13% Reduce -9.2% 6,816 $5.3M
Huntington National Bank 0.04% Add +4.9% 6,804 $5.3M
Peapack Gladstone Financial Corp. 0.07% Reduce -5.9% 6,804 $5.3M
Balyasny Asset Management L.P. 0.01% Add +155.0% 6,791 $5.2M
Advisors Asset Management, Inc. 0.09% Reduce -7.6% 6,778 $5.2M
QRG Capital Management, Inc. 0.06% Reduce -65.4% 6,755 $5.2M
Hamilton Capital Partners Inc. 0.22% New 6,747 $5.2M
William B. Walkup & Associates, Inc. 2.79% No change 6,740 $5.2M
Westfield Capital Management Co. LP 0.02% Reduce -16.0% 6,732 $5.2M
Weatherly Asset Management L. P. 0.43% Reduce -2.4% 6,720 $5.2M
Coppell Advisory Solutions LLC 0.55% Add +18.9% 6,814 $5.2M
World Investment Advisors 0.10% Add +4.3% 6,583 $5.1M
Ironwood Investment Counsel, LLC 0.74% Reduce -43.4% 6,575 $5.1M
Knollwood Investment Advisory, LLC 0.46% Reduce -0.2% 6,569 $5.1M
Lakewood Asset Management LLC 3.06% Add +0.8% 6,555 $5.1M
E. Ohman J:or Asset Management AB 0.12% Add +12.2% 6,513 $5.0M
Louisiana State Employees Retirement System 0.08% Reduce -1.5% 6,500 $5.0M
Cetera Trust Company, N.A 2.79% No change 6,450 $5.0M
Banque Cantonale Vaudoise 0.19% Reduce -9.5% 6,445 $5.0M
Clear Harbor Asset Management, LLC 0.35% Reduce -2.9% 6,419 $5.0M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.7% 6,392 $4.9M
SG Americas Securities, LLC 0.02% Reduce -3.9% 6,374 $4.9M
Kepler Cheuvreux (Suisse) SA 0.26% — 6,350 $4.9M
Nomura Holdings Inc. 0.03% Add +264.9% 6,349 $4.9M
Beck Capital Management, LLC 1.12% Add +0.3% 6,312 $4.9M
Maryland State Retirement & Pension System 0.10% Add +3.0% 6,282 $4.9M
Chase Investment Counsel Corp. 1.43% Reduce -38.4% 6,261 $4.8M
Wells Trecaso Financial Group, LLC 2.29% Reduce -42.0% 6,225 $4.8M
Insight Wealth Strategies, LLC 0.56% Add +5.4% 6,175 $4.8M
Arkadios Wealth Advisors 0.12% Add +2.0% 6,143 $4.7M
Hourglass Capital, LLC 1.06% Add +0.3% 6,128 $4.7M
Vestor Capital, LLC 0.30% Add +1125.2% 6,126 $4.7M
Connecticut Wealth Management, LLC 0.21% Reduce -1.3% 6,096 $4.7M
AE Wealth Management LLC 0.03% Add +8.8% 6,031 $4.7M
Securian Asset Management, Inc. 0.12% Reduce -8.2% 6,024 $4.7M
Pring Turner Capital Group Inc. 2.84% Reduce -5.1% 6,014 $4.6M
Two Sigma Investments, LP 0.01% Reduce -97.9% 5,950 $4.6M
First Manhattan Co. Llc. 0.01% Add +701.9% 5,862 $4.5M
Blue Trust, Inc. 0.05% Add +4.3% 5,858 $4.5M
Armistice Capital, LLC 0.14% New 5,853 $4.5M
Trustmark Bank Trust Department 0.29% Add +6.3% 5,822 $4.5M
Bey-Douglas LLC 3.34% Add +12.6% 5,818 $4.5M
Avidity Partners Management LP 1.02% Reduce -57.0% 5,800 $4.5M
Allworth Financial LP 0.02% Add +1.0% 5,797 $4.5M
Arq Wealth Advisors, LLC 1.32% New 5,748 $4.4M
Praxis Investment Management Inc. 0.27% No change 5,744 $4.4M
Brentview Investment Management LLC 2.01% Add +4.0% 5,723 $4.4M
D.A. Davidson & Co. 0.03% Add +3.4% 5,669 $4.4M
Monument Capital Management 1.09% Reduce -0.0% 5,669 $4.4M
Principal Securities, Inc. 0.07% Add +1.8% 5,652 $4.4M
New Mexico Educational Retirement Board 0.14% Reduce -5.0% 5,652 $4.4M
Stanley-Laman Group, Ltd. 0.62% Add +0.4% 5,647 $4.4M
WD Rutherford LLC 1.85% Add +3.0% 5,632 $4.4M
Diversified Trust Co. 0.09% Add +1.1% 5,603 $4.3M
Verition Fund Management LLC 0.03% Reduce -20.5% 5,597 $4.3M
Laird Norton Wetherby Wealth Management, LLC 0.18% Add +0.5% 5,571 $4.3M
Hudson Portfolio Management LLC 3.79% Reduce -1.5% 5,541 $4.3M
Genus Capital Management Inc. 0.49% Reduce -42.8% 5,516 $4.3M
Aft, Forsyth & Sober, LLC 1.32% Add +0.9% 5,500 $4.2M
Beacon Financial Group 0.42% Reduce -0.3% 5,493 $4.2M
Oxbow Advisors, LLC 0.40% Add +1.2% 5,490 $4.2M
Arax Advisory Partners 0.06% Add +139.9% 5,453 $4.2M
Aptus Capital Advisors, LLC 0.04% Add +7.7% 5,438 $4.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +57.8% 5,452 $4.2M
Ashton Thomas Private Wealth, LLC 0.11% Add +32.6% 5,421 $4.2M
Calamos Wealth Management LLC 0.15% Add +0.5% 5,384 $4.2M
Fulton Bank, N.A. 0.15% Reduce -15.1% 5,375 $4.2M
Ethic Inc. 0.07% Add +8.7% 5,375 $4.2M
Occudo Quantitative Strategies LP 0.50% New 5,345 $4.1M
Baron Capital (BAMCO) 0.01% Reduce -18.5% 5,300 $4.1M
Beese Fulmer Investment Management, Inc. 0.28% Reduce -0.1% 5,284 $4.1M
Metis Global Partners, LLC 0.10% Reduce -4.9% 5,272 $4.1M
Atlantic Edge Private Wealth Management, LLC 1.04% Reduce -1.5% 5,228 $4.0M
Lester Murray Antman dba SimplyRich 1.08% No change 5,191 $4.0M
Vident Advisory, LLC 0.04% Add +11.3% 5,187 $4.0M
C WorldWide Group Holding A/S 0.06% Add +45.9% 5,158 $4.0M
Brown Advisory Inc. 0.01% Reduce -3.6% 5,150 $4.0M
Cinctive Capital Management LP 0.20% Add +8.0% 5,113 $3.9M
J.W. Cole Advisors, Inc. 0.08% Add +35.4% 5,089 $3.9M
Tilia Fiduciary Partners, Inc. 2.26% Reduce -4.5% 5,068 $3.9M
Cove Private Wealth, LLC 1.25% Reduce -2.9% 5,040 $3.9M
Graham Capital Management, L.P. 0.21% Reduce -42.9% 5,030 $3.9M
Thompson Investment Management, Inc. 0.52% Reduce -3.5% 5,007 $3.9M
Signaturefd, LLC 0.06% Reduce -6.4% 4,988 $3.9M
Petredis Investment Advisors LLC 0.31% Reduce -1.2% 4,962 $3.8M
Summit Trail Advisors, LLC 0.05% Add +17.2% 4,924 $3.8M
Left Brain Wealth Management, LLC 1.20% Reduce -1.3% 4,925 $3.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -94.9% 4,924 $3.8M
Integrated Wealth Concepts LLC 0.03% Reduce -4.9% 4,910 $3.8M
CenterBook Partners LP 0.19% Reduce -20.1% 4,899 $3.8M
LGT Fund Management Co Ltd. 0.31% No change 4,933 $3.8M
MAI Capital Management 0.02% Add +19.1% 4,883 $3.8M
Empirical Finance, LLC 0.18% Add +0.9% 4,861 $3.8M
MIdWestOne Financial Group, Inc. 0.45% No change 4,822 $3.7M
Benjamin Edwards Inc. 0.04% Add +3.7% 4,817 $3.7M
CGN Advisors LLC 0.30% Reduce -0.5% 4,799 $3.7M
Eagle Rock Investment Company, LLC 0.55% Reduce -0.1% 4,789 $3.7M
Global Trust Asset Management, LLC 1.66% Reduce -8.2% 4,744 $3.7M
Cadence Bank 0.22% Add +0.2% 4,715 $3.6M
Entropy Technologies, LP 0.27% New 4,695 $3.6M
Quadrant Capital Group LLC 0.12% Add +0.2% 4,686 $3.6M
Artemis Investment Management LLP 0.04% Reduce -20.7% 4,671 $3.6M
Spirit of America Management Corp. 0.72% Reduce -1.1% 4,670 $3.6M
Montag A & Associates Inc. 0.17% Reduce -0.7% 4,627 $3.6M
Nilsine Partners, LLC 0.32% Reduce -1.5% 4,625 $3.6M
Park Avenue Securities LLC 0.03% Add +0.2% 4,552 $3.5M
Allstate Corp. 0.08% Add +1510.7% 4,510 $3.5M
North Star Asset Management Inc. 0.14% No change 4,484 $3.5M
Fairfield Financial Advisors, LTD 1.17% Add +67.0% 4,482 $3.5M
Patton Fund Management, Inc. 0.62% Reduce -2.6% 4,476 $3.5M
AG2R La Mondiale Gestion D'actifs 0.18% No change 4,708 $3.4M
Mgo One Seven LLC 0.08% Add +6.0% 4,454 $3.4M
Claret Asset Management Corp 0.41% Reduce -3.3% 4,434 $3.4M
Oppenheimer Asset Management Inc. 0.04% Reduce -2.2% 4,430 $3.4M
Triasima Portfolio Management inc. 0.52% Reduce -0.1% 4,429 $3.4M
EFG Asset Management (Americas) Corp. 0.59% Add +385.0% 4,399 $3.4M
Dark Forest Capital Management LP 0.13% Add +382.2% 4,388 $3.4M
Van Hulzen Asset Management, LLC 0.25% Add +0.3% 4,307 $3.3M
Graphene Investments SAS 2.10% No change 4,300 $3.3M
Dynasty Wealth Management, LLC 0.04% Add +50.9% 4,285 $3.3M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +2.8% 4,270 $3.3M
HighPoint Advisor Group LLC 0.16% Add +2.3% 4,255 $3.3M
Aaron Wealth Advisors LLC 0.20% Reduce -6.9% 4,204 $3.2M
Mainstay Capital Management LLC 0.32% Reduce -49.2% 4,188 $3.2M
MGB Wealth Management, LLC 0.91% Reduce -9.7% 4,191 $3.2M
HMS Capital Management, LLC 1.35% Reduce -2.5% 4,171 $3.2M
Fourpath Capital Management, LLC 0.45% Add +0.1% 4,142 $3.2M
GAMMA Investing LLC 0.18% Add +3.6% 4,131 $3.2M
Axecap Investments, LLC 1.96% Add +5.6% 4,114 $3.2M
Signet Financial Management, LLC 0.37% Reduce -1.4% 4,101 $3.2M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -60.4% 4,053 $3.1M
Marex Group Ltd 0.04% Reduce -92.1% 4,043 $3.1M
Meeder Advisory Services, Inc. 0.15% Reduce -0.2% 4,042 $3.1M
Siemens Fonds Invest GmbH 0.17% Reduce -4.0% 4,040 $3.1M
Wynn Capital, LLC 1.51% Reduce -0.3% 4,029 $3.1M
Mork Capital Management, LLC 2.13% No change 4,000 $3.1M
Mechanics Bank Trust Department 0.43% Add +25.7% 3,995 $3.1M
Abundance Wealth Counselors 0.53% Reduce -1.7% 3,978 $3.1M
Paralel Advisors LLC 0.12% Add +0.1% 3,975 $3.1M
Accurate Wealth Management, LLC 0.41% Add +463.6% 3,928 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.7% 3,964 $3.1M
Unique Wealth, LLC 0.45% Add +84.5% 3,953 $3.1M
Gateway Investment Advisers LLC 0.03% Add +11.1% 3,937 $3.0M
Richard Bernstein Advisors LLC 0.09% Reduce -49.5% 3,930 $3.0M
Meridian Investment Counsel Inc. 0.75% Add +0.5% 3,916 $3.0M
Central Pacific Bank - Trust Division 0.38% Add +54.4% 3,913 $3.0M
IAM Advisory, LLC 0.68% Add +0.3% 3,908 $3.0M
Wilmington Savings Fund Society, FSB 0.07% Reduce -19.2% 3,895 $3.0M
Plato Investment Management Ltd 0.20% No change 3,898 $3.0M
Exchange Traded Concepts, LLC 0.03% Add +58.5% 3,856 $3.0M
SteelPeak Wealth, LLC 0.10% Add +34.5% 3,852 $3.0M
Horizon Investments, LLC 0.04% Add +70.0% 3,851 $3.0M
Silphium Asset Management Ltd 0.88% No change 3,843 $3.0M
Keybank National Association 0.01% Reduce -0.8% 3,825 $3.0M
United Capital Financial Advisors, LLC 0.02% Add +5.5% 3,820 $3.0M
Arjuna Capital 0.73% Reduce -0.3% 3,797 $2.9M
Concord Asset Management, LLC 0.53% Add +6.0% 3,782 $2.9M
Lombard Odier Asset Management (USA) Corp 0.77% Add +21.9% 3,751 $2.9M
Concord Wealth Partners 0.40% Add +4.8% 3,740 $2.9M
Coldstream Capital Management Inc. 0.04% Add +1.3% 3,732 $2.9M
Virtue Asset Management LLC 2.42% — 3,729 $2.9M
Fidelis Capital Partners, LLC 0.22% Add +2.1% 3,723 $2.9M
IFP Advisors, Inc 0.07% Add +37.5% 3,652 $2.8M
LGT Group Foundation 0.03% No change 3,651 $2.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.10% Add +157.1% 3,600 $2.8M
Cairn Investment Group, Inc. 1.27% Reduce -1.4% 3,600 $2.8M
Groupama Asset Managment 0.04% Add +28.9% 3,596 $2.8M
Evergreen Capital Management LLC 0.07% Add +7.0% 3,571 $2.8M
GWN Securities Inc. 0.64% New 3,570 $2.8M
Oppenheimer & Co. Inc. 0.03% Reduce -6.5% 3,565 $2.8M
Gratus Wealth Advisors, LLC 0.39% No change 3,563 $2.8M
InTrack Investment Management Inc 1.63% Add +1.4% 3,537 $2.7M
Hancock Whitney Corp. 0.05% Reduce -0.3% 3,526 $2.7M
Capital Investment Advisors, LLC 0.04% Add +0.4% 3,521 $2.7M
Farther Finance Advisors, LLC 0.04% Add +25.3% 3,512 $2.7M
Value Partners Investments Inc. 0.22% Add +0.1% 3,510 $2.7M
HM Payson & Co. 0.04% Add +3.4% 3,507 $2.7M
Counterpoint Mutual Funds LLC 0.21% Add +34.5% 3,505 $2.7M
Waverly Advisors, LLC 0.03% Reduce -3.0% 3,499 $2.7M
AMG National Trust Bank 0.07% Reduce -0.2% 3,497 $2.7M
UMB Bank, n.a. 0.04% Add +0.3% 3,483 $2.7M
Wolverine Trading, LLC 0.05% Reduce -34.5% 3,523 $2.7M
Moors & Cabot, Inc. 0.12% Reduce -6.7% 3,459 $2.7M
GF Fund Management Co. LTD. 0.05% Add +7.5% 3,459 $2.7M
Thoroughbred Financial Services, LLC 0.16% Reduce -1.3% 3,455 $2.7M
TriaGen Wealth Management LLC 0.70% Reduce -0.8% 3,449 $2.7M
Bank of Hawaii 0.13% Reduce -3.9% 3,432 $2.7M
Wahed Invest LLC 0.36% Add +0.3% 3,421 $2.6M
Ironwood Investment Management LLC 1.15% Reduce -0.2% 3,417 $2.6M
Element Squared LLC 1.50% Add +3.6% 3,414 $2.6M
SS&H Financial Advisors, Inc. 0.80% No change 3,400 $2.6M
Sanders Morris Harris LLC 0.35% New 3,370 $2.6M
Trexquant Investment LP 0.03% Reduce -95.7% 3,365 $2.6M
Mufg Securities Americas Inc. 0.17% Add +21.0% 3,355 $2.6M
Canada Post Corp Registered Pension Plan 0.11% Add +79.2% 3,395 $2.6M
Quantum Portfolio Management LLC 0.77% Add +55.5% 3,347 $2.6M
Procyon Advisors, LLC 0.15% Add +51.8% 3,345 $2.6M
Eley Financial Management, Inc 0.93% Reduce -1.2% 3,334 $2.6M
Shell Asset Management Co. 0.26% Reduce -57.7% 3,322 $2.6M
Erste Asset Management GmbH 0.02% Reduce -60.9% 3,359 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -4.3% 3,303 $2.6M
Kendall Capital Management 0.57% Add +5.4% 3,301 $2.6M
Kingsview Wealth Management, LLC 0.04% Add +3.7% 3,278 $2.5M
Center for Financial Planning, Inc. 0.27% No change 3,277 $2.5M
Providence First Trust Co 0.88% Add +2.3% 3,276 $2.5M
Pallas Capital Advisors LLC 0.09% Reduce -5.3% 3,233 $2.5M
QV Investors Inc. 0.22% No change 3,229 $2.5M
Navalign, LLC 0.66% Reduce -1.6% 3,224 $2.5M
Pflug Koory, LLC 1.16% Reduce -0.9% 3,176 $2.5M
Transatlantique Private Wealth LLC 0.80% Reduce -2.1% 3,175 $2.5M
Knightsbridge Asset Management, LLC 0.42% Reduce -3.1% 3,171 $2.4M
Portfolio Design Labs, LLC 0.42% Reduce -49.5% 3,147 $2.4M
Sowell Financial Services LLC 0.09% Add +3.0% 3,139 $2.4M
Cunning Capital Partners, LP 1.12% No change 3,137 $2.4M
Tema ETFs LLC 0.20% Add +125.1% 3,133 $2.4M
Confluence Wealth Services, Inc. 0.12% No change 3,095 $2.4M
Roof Eidam Maycock Peralta, LLC 0.58% Reduce -2.5% 3,085 $2.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.83% Add +3.0% 3,083 $2.4M
Union Bancaire Privee, UBP SA 0.03% Reduce -70.8% 3,264 $2.4M
Marion Wealth Management 0.56% Add +5.5% 3,071 $2.4M
Holderness Investments Co. 0.48% Reduce -29.9% 3,070 $2.4M
Clearstead Advisors, LLC 0.03% Reduce -2.7% 3,062 $2.4M
Tower Research Capital LLC (TRC) 0.07% Add +68.9% 3,056 $2.4M
Resources Management Corp. /CT/ 0.30% Add +54.9% 3,048 $2.4M
Syon Capital LLC 0.13% Add +2.7% 3,037 $2.3M
NJ State Employees Deferred Compensation Plan 0.26% Reduce -14.3% 3,000 $2.3M
ZEGA Investments, LLC 0.53% Add +0.1% 2,974 $2.3M
SHUTTLEWORTH & Co 2.08% — 2,973 $2.3M
Brighton Jones LLC 0.06% Reduce -8.9% 2,973 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Reduce -4.7% 2,970 $2.3M
Tocqueville Asset Management L.P. 0.03% Reduce -3.3% 2,967 $2.3M
WealthPLAN Partners, LLC 0.34% Add +6.0% 2,945 $2.3M
Essex Financial Services, Inc. 0.14% Reduce -0.9% 2,942 $2.3M
Texas Yale Capital Corp. 0.07% Add +1.7% 2,941 $2.3M
Citizens Financial Group Inc. 0.03% Reduce -13.9% 2,928 $2.3M
Global Retirement Partners, LLC 0.05% Reduce -8.3% 2,903 $2.2M
Oak Thistle LLC 0.34% New 2,890 $2.2M
Western Wealth Management, LLC 0.12% Reduce -0.8% 2,885 $2.2M
Zhang Financial LLC 0.09% Add +1.5% 2,885 $2.2M
Mutual Advisors, LLC 0.05% Reduce -9.6% 2,803 $2.2M
Cooper Financial Group 0.25% Add +1.6% 2,876 $2.2M
Equitable Holdings, Inc. 0.02% Add +20.9% 2,856 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +31.3% 2,598 $2.2M
Glenview Trust Co 0.03% Reduce -0.4% 2,837 $2.2M
MPS Loria Financial Planners, LLC 0.58% Add +0.1% 2,830 $2.2M
D L Carlson Investment Group Inc. 0.37% New 2,826 $2.2M
Wesbanco Bank Inc. 0.06% Reduce -0.3% 2,808 $2.2M
Independent Advisor Alliance 0.06% Reduce -2.5% 2,800 $2.2M
Great Valley Advisor Group, Inc. 0.04% Reduce -4.8% 2,768 $2.1M
Fiduciary Trust Co 0.02% Reduce -16.4% 2,766 $2.1M
Carnegie Investment Counsel 0.04% Add +179.6% 2,765 $2.1M
Atom Investors LP 0.16% New 2,749 $2.1M
Canandaigua National Bank & Trust Co. 0.18% Reduce -0.5% 2,720 $2.1M
GeoWealth Management, LLC 0.08% Reduce -14.6% 2,716 $2.1M
Rehmann Capital Advisory Group 0.11% Add +2.0% 2,685 $2.1M
Pine Valley Investments Ltd Liability Co 0.11% Add +38.7% 2,661 $2.1M
BIP Wealth, LLC 0.10% Add +1.6% 2,661 $2.1M
Qtron Investments LLC 0.25% Reduce -6.5% 2,657 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.87% Add +6.8% 2,656 $2.1M
VestGen Advisors, LLC 0.07% Add +118.2% 2,653 $2.0M
Peak Financial Advisors LLC 0.98% New 2,637 $2.0M
Sfmg, LLC 0.14% Reduce -1.2% 2,625 $2.0M
Pinnacle Associates Ltd. 0.03% Add +5.3% 2,620 $2.0M
Lee Danner & Bass Inc. 0.15% No change 2,620 $2.0M
Parallel Advisors, LLC 0.04% Add +2.0% 2,600 $2.0M
Schear Investment Advisers, LLC 0.89% Add +1.0% 2,599 $2.0M
APG Asset Management US Inc. 0.01% No change 2,605 $2.0M
Valley National Advisers Inc. 0.31% Add +18264.3% 2,571 $2.0M
Vise Technologies, Inc. 0.07% Reduce -17.7% 2,559 $2.0M
Connable Office Inc. 0.18% Add +0.2% 2,557 $2.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.79% No change 2,552 $2.0M
Titleist Asset Management, LLC 0.17% Reduce -3.2% 2,538 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -91.2% 2,528 $2.0M
PEAK6 LLC 0.05% Reduce -38.4% 2,525 $2.0M
AMF Tjanstepension AB 0.01% No change 2,523 $1.9M
Shelton Capital Management 0.04% Reduce -0.7% 2,513 $1.9M
Kornitzer Capital Management Inc. 0.04% No change 2,500 $1.9M
Lineweaver Wealth Advisors, LLC 0.28% Add +0.2% 2,495 $1.9M
Wellington Shields & Co., LLC 0.50% Add +6.4% 2,495 $1.9M
Heritage Trust Co 0.20% No change 2,469 $1.9M
TFR Capital, LLC. 0.64% Add +1.7% 2,462 $1.9M
Koshinski Asset Management, Inc. 0.14% Add +0.3% 2,456 $1.9M
Convergence Investment Partners, LLC 0.43% Reduce -2.9% 2,453 $1.9M
AlphaCore Capital LLC 0.06% Add +36.5% 2,438 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.24% Add +17.7% 2,440 $1.9M
EPG Wealth Management LLC 0.51% Add +5.3% 2,412 $1.9M
Banco Santander, S.A. 0.02% Reduce -2.7% 2,412 $1.9M
Roxbury Financial LLC 1.71% Reduce -1.4% 2,395 $1.9M
MUFG Securities EMEA plc 0.05% Add +545.3% 2,381 $1.8M
Kathmere Capital Management, LLC 0.13% Add +0.3% 2,377 $1.8M
Red Cedar Investment Management, LLC 0.22% No change 2,376 $1.8M
Meiji Yasuda Life Insurance Co 0.05% Reduce -25.7% 2,374 $1.8M
Personal Cfo Solutions, LLC 0.32% Add +11.5% 2,373 $1.8M
Venturi Wealth Management, LLC 0.08% Reduce -17.9% 2,365 $1.8M
Susquehanna Portfolio Strategies, LLC 0.03% New 2,363 $1.8M
Haven Private, LLC 0.81% Reduce -3.0% 2,359 $1.8M
Hanson & Doremus Investment Management 0.23% Reduce -21.3% 2,356 $1.8M
Machina Capital S.A.S. 0.32% Add +148.9% 2,355 $1.8M
Foundations Investment Advisors, LLC 0.03% Reduce -0.5% 2,331 $1.8M
Kestra Private Wealth Services, LLC 0.02% Reduce -31.9% 2,330 $1.8M
FSB Premier Wealth Management, Inc. 0.59% Add +17.2% 2,326 $1.8M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -2.0% 2,325 $1.8M
Choate Investment Advisors 0.04% Reduce -1.4% 2,310 $1.8M
Pensionfund Sabic 0.48% No change 2,300 $1.8M
Neumann Capital Management, LLC 0.52% No change 2,300 $1.8M
Fiduciary Family Office, LLC 0.50% Add +0.8% 2,295 $1.8M
iSAM Funds (UK) Ltd 0.36% New 2,295 $1.8M
Wedmont Private Capital 0.07% Add +3.0% 2,352 $1.8M
Tobam 0.64% Reduce -64.7% 2,279 $1.8M
Regions Financial Corp. 0.01% Reduce -15.1% 2,266 $1.8M
Kellett Wealth Advisors, LLC 1.06% Add +0.0% 2,264 $1.7M
Stablepoint Partners, LLC 0.28% Reduce -7.6% 2,253 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -62.5% 2,251 $1.7M
EverSource Wealth Advisors, LLC 0.07% Reduce -6.4% 2,247 $1.7M
NorthRock Partners, LLC 0.03% Add +47.7% 2,237 $1.7M
Hantz Financial Services, Inc. 0.03% Reduce -3.4% 2,228 $1.7M
Harvest Fund Management Co., Ltd 0.07% Reduce -50.2% 2,226 $1.7M
Bailard, Inc. 0.04% Reduce -0.9% 2,214 $1.7M
Channel Wealth LLC 0.46% Add +1.8% 2,213 $1.7M
Advisor OS, LLC 0.15% Add +221.4% 2,189 $1.7M
Jacobi Capital Management LLC 0.10% Reduce -9.0% 2,186 $1.7M
Integrated Advisors Network LLC 0.07% Reduce -0.8% 2,174 $1.7M
Caldwell Investment Management Ltd. 1.10% New 2,200 $1.7M
SeaCrest Wealth Management, LLC 0.18% Reduce -2.7% 2,206 $1.7M
Wedbush Securities Inc. 0.05% Add +3.6% 2,152 $1.7M
Sigma Planning Corp 0.05% Reduce -7.3% 2,147 $1.7M
Kestra Investment Management, LLC 0.04% Add +296.5% 2,137 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -1.9% 2,129 $1.6M
Atlantic Union Bankshares Corp 0.03% Add +165.7% 2,123 $1.6M
Claro Advisors Inc. 0.24% Add +1.0% 2,120 $1.6M
Abn Amro Investment Solutions 0.03% Reduce -7.5% 2,100 $1.6M
Hilltop Holdings Inc. 0.09% Add +6.0% 2,097 $1.6M
Callan Family Office, LLC 0.05% Reduce -9.9% 2,092 $1.6M
Pinnacle Financial Partners Inc 0.04% Add +0.1% 2,092 $1.6M
Larson Financial Group LLC 0.06% Add +15.2% 2,081 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -1.2% 2,079 $1.6M
LBP Am SA 0.02% Add +43.4% 2,071 $1.6M
HF Advisory Group, LLC 0.59% Add +69.4% 2,070 $1.6M
McBroom & Associates, LLC 0.76% Add +7.6% 2,066 $1.6M
Capital Management Associates 2.36% No change 2,050 $1.6M
Clare Market Investments LLC 0.32% No change 2,045 $1.6M
West Family Investments, Inc. 0.35% Add +5.0% 2,042 $1.6M
Caldwell Trust Co 0.15% Reduce -0.1% 2,024 $1.6M
GAM Holding AG 0.10% Add +19.0% 2,024 $1.6M
One Wealth Advisors, LLC 0.20% Reduce -0.3% 2,014 $1.6M
Johnson Investment Counsel Inc. 0.01% Add +4.0% 2,014 $1.6M
First National Trust Co 0.05% Reduce -0.5% 2,011 $1.6M
TD Private Client Wealth LLC 0.04% Add +16.3% 2,010 $1.6M
Ascentis Independent Advisors 0.26% Add +116.5% 2,009 $1.6M
Investment Advisory Services Inc. /TX 0.49% No change 2,004 $1.5M
PDT Partners, LLC 0.10% Reduce -16.0% 2,000 $1.5M
Mission Wealth Management, LP 0.03% Reduce -1.5% 1,991 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -0.4% 1,984 $1.5M
Stratos Investment Management, LLC 0.06% Add +53.7% 1,974 $1.5M
Leisure Capital Management 0.52% No change 1,974 $1.5M
Aspire Private Capital, LLC 0.33% Add +19.2% 1,962 $1.5M
Lanark Financial, Inc. 0.12% Reduce -0.8% 1,950 $1.5M
Concurrent Investment Advisors, LLC 0.03% Reduce -2.4% 1,939 $1.5M
Moody National Bank Trust Division 0.13% Add +0.7% 1,935 $1.5M
Archford Capital Strategies, LLC 0.18% Reduce -15.1% 1,933 $1.5M
Composition Wealth, LLC 0.02% Add +114.1% 1,933 $1.5M
Everhart Financial Group, Inc. 0.15% Add +21.6% 1,929 $1.5M
Terra Nova Asset Management LLC 0.93% New 1,917 $1.5M
Avantax Planning Partners, Inc. 0.04% Add +0.1% 1,915 $1.5M
Montecito Bank & Trust 0.23% — 1,915 $1.5M
Pines Wealth Management, LLC 0.49% Add +0.2% 1,881 $1.5M
Gladstone Institutional Advisory LLC 0.06% Add +409.0% 1,873 $1.4M
Equitable Trust Co. 0.07% No change 1,872 $1.4M
JSF Financial, LLC 0.32% Add +1.2% 1,865 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.4% 1,860 $1.4M
Montanova Capital, LLC 0.04% No change 1,830 $1.4M
Fiduciary Group, LLC 0.12% Reduce -2.6% 1,825 $1.4M
Sciencast Management LP 0.26% New 1,813 $1.4M
Fairtree Asset Management (Pty) Ltd 0.92% Add +31.3% 1,812 $1.4M
SVB Wealth LLC 0.08% Reduce -3.4% 1,807 $1.4M
Voya Financial Advisors, Inc. 0.13% Add +6.3% 1,832 $1.4M
Smartleaf Asset Management LLC 0.09% Add +48.0% 1,831 $1.4M
FourThought Financial Partners, LLC 0.12% Reduce -2.6% 1,800 $1.4M
RFG Advisory, LLC 0.03% Add +1.1% 1,794 $1.4M
Unique Wealth Strategies, LLC 0.54% Reduce -31.2% 1,792 $1.4M
Avestar Capital, LLC 0.10% Reduce -3.1% 1,791 $1.4M
Sard Wealth Management Group, LLC 0.78% Add +0.1% 1,781 $1.4M
AlphaQuest LLC 0.09% Add +91.2% 1,767 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -1.8% 1,767 $1.4M
Field & Main Bank 0.40% Reduce -1.4% 1,764 $1.4M
Supplemental Annuity Collective Trust of NJ 0.36% No change 1,760 $1.4M
Fisher Asset Management 0.00% Add +71.1% 1,742 $1.3M
IFG Advisory, LLC 0.06% Reduce -8.6% 1,740 $1.3M
Heritage Family Offices, LLP 0.62% Add +0.2% 1,733 $1.3M
Kane Investment Management, Inc. 0.65% Reduce -24.2% 1,730 $1.3M
Private Trust Co. NA 0.12% Reduce -2.3% 1,726 $1.3M
Denali Advisors LLC 0.15% Reduce -41.6% 1,725 $1.3M
Dean Investment Associates, LLC 0.19% Reduce -1.7% 1,718 $1.3M
Founders Capital Management, LLC 0.21% Reduce -1.8% 1,710 $1.3M
SageView Advisory Group, LLC 0.05% Add +13.3% 1,708 $1.3M
Summit Financial, LLC 0.02% Reduce -5.2% 1,704 $1.3M
MorganRosel Wealth Management, LLC 0.34% Reduce -12.4% 1,704 $1.3M
Bristlecone Advisors, LLC 0.11% No change 1,699 $1.3M
Investment Research Partners LLC 0.59% — 1,613 $1.3M
Blackstone Inc. 0.01% New 1,674 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -68.7% 1,671 $1.3M
Synovus Financial Corp. 0.01% Add +8.4% 1,668 $1.3M
Algebris (uk) Ltd. 0.15% New 1,655 $1.3M
Oxford Asset Management LLP 0.42% Add +329.5% 1,645 $1.3M
Central Bank & Trust Co. 0.20% Reduce -17.2% 1,642 $1.3M
Bank of Stockton 0.36% Reduce -0.2% 1,631 $1.3M
Wbi Investments, LLC 0.32% Reduce -26.4% 1,627 $1.3M
Hilltop National Bank 0.31% Reduce -3.5% 1,625 $1.3M
Impact Partnership Wealth, LLC 0.19% Add +47.2% 1,624 $1.3M
Stephens Inc. 0.02% Reduce -12.9% 1,622 $1.3M
Profund Advisors LLC 0.04% Add +0.5% 1,606 $1.2M
Spectrum Asset Management, Inc. (NB/CA) 0.44% No change 1,600 $1.2M
Charter Research & Investment Group, Inc. 0.86% No change 1,600 $1.2M
Andra AP-fonden 0.02% New 1,600 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -0.3% 1,594 $1.2M
Meridian Wealth Management, LLC 0.05% Add +14.0% 1,588 $1.2M
Northstar Advisory Group, LLC 0.50% New 1,587 $1.2M
Thomasville National Bank 0.08% No change 1,586 $1.2M
Beverly Hills Private Wealth, LLC 0.22% Add +2.1% 1,583 $1.2M
Garrison Point Advisors, LLC 0.51% No change 1,570 $1.2M
DSG Capital Advisors, LLC 0.19% Add +97.7% 1,570 $1.2M
Coastline Trust Co 0.13% No change 1,560 $1.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -5.8% 1,556 $1.2M
China Universal Asset Management Co., Ltd. 0.10% No change 1,548 $1.2M
Douglass Winthrop Advisors, LLC 0.02% Add +4.3% 1,539 $1.2M
Nicholas Hoffman & Company, LLC. 0.03% Reduce -1.9% 1,538 $1.2M
Flagship Harbor Advisors, LLC 0.05% Add +3.4% 1,533 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.8% 1,530 $1.2M
Klein Pavlis & Peasley Financial, Inc. 0.72% Add +6.1% 1,527 $1.2M
Black Diamond Financial, LLC 0.13% Add +0.1% 1,526 $1.2M
Arete Wealth Advisors, LLC 0.07% Add +4.5% 1,516 $1.2M
Belpointe Asset Management LLC 0.04% Reduce -13.9% 1,517 $1.2M
TCI Wealth Advisors, Inc. 0.07% Add +0.1% 1,515 $1.2M
Wolff Wiese Magana LLC 0.66% Reduce -0.8% 1,511 $1.2M
Greater Midwest Financial Group, LLC 0.75% Add +1.1% 1,504 $1.2M
Keystone Financial Services 0.36% Add +5.1% 1,500 $1.2M
Peoples Bank 1.14% No change 1,485 $1.1M
Boston Trust Walden Corp 0.01% Reduce -7.9% 1,480 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -4.0% 1,480 $1.1M
First Financial Bankshares Inc 0.02% Add +1.9% 1,477 $1.1M
Thrive Wealth Management, LLC 0.17% Reduce -0.6% 1,475 $1.1M
Howe & Rusling Inc. 0.08% Reduce -4.0% 1,474 $1.1M
Forum Financial Management, LP 0.02% Reduce -1.9% 1,472 $1.1M
Bfsg, LLC 0.11% No change 1,471 $1.1M
Trust Asset Management LLC 0.08% No change 1,471 $1.1M
Kingswood Wealth Advisors, LLC 0.07% Add +1.6% 1,466 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.6% 1,463 $1.1M
Petra Financial Advisors Inc. 0.66% Add +1.8% 1,462 $1.1M
KCM Investment Advisors LLC 0.04% Add +1.6% 1,458 $1.1M
Certuity, LLC 0.08% Add +106.2% 1,454 $1.1M
Performance Wealth Partners, LLC 0.03% No change 1,448 $1.1M
Brooklyn Investment Group 0.15% Reduce -5.1% 1,532 $1.1M
Sequent Planning LLC 0.31% Add +0.6% 1,426 $1.1M
Harbour Investments, Inc. 0.02% Reduce -1.9% 1,424 $1.1M
Crux Wealth Advisors 0.43% Add +8.3% 1,415 $1.1M
Perpetual Ltd 0.01% Reduce -2.2% 1,412 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -29.3% 1,407 $1.1M
Optimum Investment Advisors 0.43% No change 1,400 $1.1M
Thomas Story & Son LLC 0.40% No change 1,400 $1.1M
Paradigm Asset Management Co. LLC 0.25% No change 1,400 $1.1M
PKO Investment Management Joint-Stock Co 0.09% Add +133.3% 1,400 $1.1M
Caxton Associates LLP 0.03% New 1,395 $1.1M
Quadcap Wealth Management, LLC 0.13% Reduce -6.2% 1,384 $1.1M
River Wealth Advisors LLC 0.12% Reduce -0.8% 1,370 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -2.9% 1,319 $1.0M
Excalibur Management Corp. 0.38% Reduce -3.2% 1,348 $1.0M
Compound Planning, Inc. 0.03% Add +10.3% 1,347 $1.0M
Providence Capital Advisors, LLC 0.18% No change 1,338 $1.0M
Victrix Investment Advisors 0.56% Reduce -3.2% 1,332 $1.0M
Castle Rock Wealth Management, LLC 0.23% Add +0.1% 1,353 $1.0M
Relyea Zuckerberg Hanson LLC 0.11% Reduce -10.2% 1,332 $1.0M
Hager Investment Management Services, LLC 0.56% Add +2.6% 1,332 $1.0M
Hillsdale Investment Management Inc. 0.03% Add +23.3% 1,325 $1.0M
Cobblestone Capital Advisors LLC 0.05% No change 1,323 $1.0M
Intellectus Partners, LLC 0.20% Reduce -44.6% 1,320 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.16% Add +19.0% 1,260 $1.0M
Perigon Wealth Management, LLC 0.02% Add +16.0% 1,310 $1.0M
CSS LLC 0.18% Add +1.6% 1,310 $1.0M
Brown Brothers Harriman & Co. 0.01% Add +3.4% 1,308 $1.0M
Bokf, NA 0.02% Add +18.2% 1,305 $1.0M
Forza Wealth Management, LLC 0.38% Reduce -1.5% 1,299 $1.0M
Old Port Advisors 0.25% Reduce -1.7% 1,298 $1.0M
XTX Topco Ltd 0.05% New 1,292 $998K
Axxcess Wealth Management, LLC 0.02% Add +43.5% 1,289 $996K
TruWealth Advisors, LLC 0.05% Add +5.2% 1,287 $994K
Integrated Investment Consultants, LLC 0.17% Reduce -27.4% 1,272 $983K
Golden State Wealth Management, LLC 0.11% No change 1,268 $980K
Evoke Wealth, LLC 0.02% Reduce -7.0% 1,258 $973K
Western Financial Corp 0.41% Add +2.3% 1,231 $951K
Cigna Investments Inc. 0.13% Reduce -0.8% 1,230 $951K
Community Bank & Trust, Waco, Texas 0.20% No change 1,225 $946K
DF Dent & Co. Inc. 0.01% New 1,224 $946K
Sage Mountain Advisors LLC 0.05% Reduce -11.6% 1,224 $945K
Meriwether Wealth & Planning, LLC 0.55% Reduce -0.7% 1,223 $945K
Sara-Bay Financial 0.26% No change 1,215 $939K
Krilogy Financial LLC 0.04% New 1,111 $938K
Institute for Wealth Management, LLC. 0.10% No change 1,211 $936K
PDS Planning, Inc 0.06% Add +1.1% 1,209 $934K
Aries Wealth Management 0.22% No change 1,208 $933K
HBK Sorce Advisory LLC 0.02% Reduce -0.4% 1,177 $932K
Sagespring Wealth Partners, LLC 0.02% Reduce -7.0% 1,202 $929K
Twin Focus Capital Partners, LLC 0.12% No change 1,200 $927K
KLCM Advisors, Inc. 0.09% Add +14.6% 1,198 $926K
Parcion Private Wealth LLC 0.06% Add +0.6% 1,198 $926K
Buckley Wealth Management, LLC 0.25% Reduce -2.3% 1,192 $921K
Baldwin Investment Management, LLC 0.11% Reduce -5.6% 1,190 $919K
IHT Wealth Management, LLC 0.02% Add +1.5% 1,185 $916K
One Capital Management, LLC 0.03% Add +0.1% 1,183 $914K
Brevan Howard Capital Management LP 0.01% Reduce -89.5% 1,175 $908K
Checchi Capital Advisers, LLC 0.06% Reduce -7.1% 1,170 $904K
Eldridge Investment Advisors, Inc. 0.20% No change 1,165 $900K
Quent Capital, LLC 0.08% Reduce -1.0% 1,165 $900K
Independent Financial Group, LLC 0.02% Add +35.6% 1,162 $898K
Cambria Investment Management, L.P. 0.05% Add +17.1% 1,161 $897K
Washington Trust Bank 0.07% Add +0.6% 1,153 $891K
Geneos Wealth Management Inc. 0.02% Reduce -18.6% 1,141 $882K
BAM Wealth Management, LLC 0.68% — 1,138 $879K
Ridgecrest Wealth Partners, LLC 0.40% No change 1,136 $878K
Ameritas Investment Partners, Inc. 0.03% Reduce -4.0% 1,134 $876K
Pure Financial Advisors, LLC 0.01% Add +2.0% 1,130 $873K
SOL Capital Management CO 0.08% No change 1,130 $873K
Ausdal Financial Partners, Inc. 0.04% Add +96.0% 1,121 $866K
Kintegral Advisory, LLC 0.07% Reduce -0.5% 1,116 $863K
Kintra Wealth, LLC 0.49% Reduce -1.1% 1,114 $861K
Fox Hill Wealth Management 0.40% Reduce -1.7% 1,112 $859K
Humankind Investments LLC 0.20% Add +10.9% 1,111 $858K
Basepoint Wealth LLC 0.61% Add +0.1% 1,109 $856K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +40.2% 1,102 $851K
Frank, Rimerman Advisors LLC 0.05% Add +24.1% 1,100 $850K
Williams Jones Wealth Management, LLC. 0.01% No change 1,100 $850K
Yukon Wealth Management, Inc. 0.27% Add +0.5% 1,074 $830K
Chicago Partners Investment Group LLC 0.02% Reduce -4.0% 1,026 $826K
Tectonic Advisors LLC 0.04% Reduce -16.7% 1,064 $822K
Capstone Investment Advisors, LLC 0.01% Reduce -75.3% 1,064 $822K
Twin City Private Wealth, LLC 0.64% Reduce -1.6% 1,059 $819K
Graves Light Lenhart Wealth, Inc. 0.09% Add +13.8% 1,059 $818K
Csenge Advisory Group 0.04% Reduce -41.0% 1,041 $804K
Lewis Asset Management, LLC 0.33% No change 1,040 $803K
KG Capital Management 0.22% Add +48.7% 1,038 $802K
Journey Strategic Wealth LLC 0.02% Reduce -11.3% 1,038 $802K
Community Bank, N.A. 0.10% No change 1,035 $800K
DeDora Capital, Inc. 0.19% Reduce -1.0% 1,034 $799K
Global X Japan Co., Ltd. 0.07% Add +5633.3% 1,032 $797K
Mather Group, Llc. 0.01% Reduce -1.6% 1,030 $795K
Menard Financial Group LLC 0.53% Reduce -34.8% 1,023 $790K
Clear Creek Financial Management, LLC 0.07% Reduce -7.8% 1,023 $790K
Moneta Group Investment Advisors LLC 0.01% Reduce -28.4% 1,021 $789K
Old North State Trust, LLC 0.48% Reduce -1.1% 1,015 $784K
Avant Financial Advisors LLC 0.59% No change 1,014 $783K
Coign Capital Advisors LLC 0.43% Add +8.2% 1,013 $783K
Transcend Capital Advisors, LLC 0.06% Reduce -22.4% 1,012 $782K
Harbor Advisors LLC 0.12% No change 1,000 $773K
MCF Advisors LLC 0.05% Add +36.4% 997 $771K
Great Waters Wealth Management 0.09% No change 992 $766K
Isthmus Partners, LLC 0.09% Add +4.2% 990 $765K
Sendero Wealth Management, LLC 0.09% No change 984 $760K
Heartland Bank & Trust Co 0.31% Reduce -1.6% 983 $759K
Aigen Investment Management, LP 0.12% New 983 $759K
Interchange Capital Partners, LLC 0.15% Add +11.2% 977 $756K
R Squared Ltd 0.32% New 972 $751K
Arlington Trust Co LLC 0.14% No change 971 $750K
Plancorp, LLC 0.02% Reduce -1.9% 971 $750K
Catalyst Financial Partners LLC 0.09% Add +2.6% 969 $749K
Roehl & Yi Investment Advisors, LLC 0.32% Reduce -4.1% 967 $747K
Inceptionr LLC 0.18% Reduce -45.9% 966 $746K
Bank of Marin 0.52% No change 960 $742K
Fifth Third Wealth Advisors LLC 0.03% Add +3.3% 960 $742K
Opal Wealth Advisors, LLC 0.21% Reduce -0.7% 956 $739K
Cyndeo Wealth Partners, LLC 0.04% Add +1.4% 954 $737K
Midwest Trust Co 0.01% Reduce -11.6% 952 $735K
Country Trust Bank 0.02% Add +7192.3% 948 $732K
Keel Point, LLC 0.04% Reduce -1.6% 940 $726K
Howard Capital Management, LLC 0.01% Add +9.4% 939 $725K
Capital Advisors Inc. 0.01% Add +5.3% 932 $720K
Boothbay Fund Management, LLC 0.02% Add +44.6% 927 $716K
First City Capital Management, Inc. 0.39% No change 925 $715K
Venture Visionary Partners LLC 0.02% No change 924 $714K
Evernest Financial Advisors, LLC 0.20% No change 923 $713K
D'Orazio & Associates, Inc. 0.09% Reduce -8.6% 920 $711K
Legacy Capital Wealth Partners, LLC 0.15% Add +9.2% 913 $705K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.05% New 912 $705K
Ofi Invest Asset Management 0.01% Reduce -7.7% 1,066 $701K
Pitcairn Co. 0.06% Reduce -59.1% 903 $698K
Strategic Investment Advisors / MI 0.06% Add +1.7% 901 $696K
Systematic Alpha Investments, LLC 0.02% No change 900 $695K
Stevens Capital Management LP 0.09% New 899 $695K
Twin Peaks Wealth Advisors, LLC 0.24% Reduce -0.6% 899 $694K
Austin Private Wealth, LLC 0.05% Reduce -1.5% 893 $690K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -2.7% 891 $689K
CWA Asset Management Group, LLC 0.03% Reduce -1.1% 890 $688K
Balboa Wealth Partners 0.12% Reduce -13.4% 888 $686K
Astoria Portfolio Advisors LLC. 0.18% New 905 $684K
LVW Advisors, LLC 0.07% Add +30.6% 883 $682K
Simmons Bank 0.05% Reduce -4.9% 881 $681K
Sherbrooke Park Advisers LLC 0.32% Add +18.6% 878 $678K
Courier Capital LLC 0.04% No change 875 $676K
Davidson Trust Co. 0.28% No change 874 $675K
StoneX Group Inc. 0.03% Reduce -21.7% 873 $675K
Dynamic Advisor Solutions LLC 0.02% Add +1.4% 871 $673K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.7% 869 $671K
Quantitative Investment Management, LLC 0.09% Reduce -27.1% 864 $667K
Midland Wealth Advisors, LLC 0.04% Reduce -2.9% 862 $666K
Valmark Advisers, Inc. 0.01% Add +2.3% 862 $666K
Advus Financial Partners, LLC 0.16% Reduce -5.0% 861 $665K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.8% 859 $664K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +36.1% 859 $664K
Prestige Wealth Management Group LLC 0.13% Reduce -3.0% 856 $662K
Baker Avenue Asset Management, LP 0.02% Add +15.7% 854 $660K
S.A. Mason LLC 0.29% No change 850 $657K
NewEdge Wealth, LLC 0.01% Add +23.1% 777 $656K
Avantra Family Wealth, Inc. 0.49% Reduce -7.3% 841 $650K
1776 Wealth LLC 0.25% No change 838 $647K
First Nebraska Trust Co 0.06% No change 835 $645K
WT Wealth Management 0.19% Add +0.1% 834 $644K
Sweeney & Michel, LLC 0.22% Add +0.1% 840 $642K
FAS Wealth Partners, Inc. 0.04% No change 830 $641K
Aviance Capital Partners, LLC 0.08% No change 830 $641K
Redmond Asset Management, LLC 0.16% No change 829 $640K
IFC Advisors LLC 0.12% Reduce -0.4% 827 $639K
Operose Advisors LLC 0.16% No change 823 $636K
RD Lewis Holdings, Inc. 0.59% Add +3.3% 752 $632K
Elevation Point Wealth Partners, LLC 0.04% Reduce -47.9% 817 $632K
Burt Wealth Advisors 0.15% No change 816 $630K
Schonfeld Strategic Advisors LLC 0.00% New 816 $630K
Fire Capital Management LLC 0.36% No change 814 $629K
Great Lakes Retirement, Inc. 0.07% Reduce -2.5% 810 $626K
Modern Wealth Management, LLC 0.01% Reduce -3.7% 809 $625K
Chesley Taft & Associates LLC 0.03% Add +0.3% 807 $623K
Advanced Portfolio Management, LLC 1.62% Add +0.4% 815 $621K
Hunter Associates Investment Management LLC 0.09% No change 801 $619K
Financially Speaking Inc 0.41% No change 800 $618K
Moment Partners, LLC 0.11% No change 800 $618K
Stokes Family Office, LLC 0.06% Add +104.9% 799 $617K
Lodestone Wealth Management LLC 0.28% Add +0.1% 798 $617K
Cerro Pacific Wealth Advisors LLC 0.17% Reduce -14.1% 793 $613K
Columbia Bank 0.17% Add +12.5% 773 $612K
Seascape Capital Management 0.18% Reduce -44.4% 791 $611K
First United Bank & Trust 0.20% Add +378.8% 790 $610K
Wilson & Boucher Capital Management, LLC 0.39% No change 778 $601K
MKT Advisors LLC 0.22% Reduce -0.5% 783 $599K
Persistent Asset Partners Ltd 0.43% New 772 $596K
Conning Inc. 0.02% No change 771 $596K
Insight 2811, Inc. 0.26% No change 769 $594K
Inscription Capital, LLC 0.06% Reduce -0.3% 767 $592K
GW Henssler & Associates Ltd. 0.03% Add +2.7% 766 $592K
First National Bank & Trust Co. of Newtown 0.11% No change 763 $589K
Quarry LP 0.15% Add +26.2% 761 $588K
CRA Financial Services, LLC 0.08% Reduce -2.4% 760 $587K
Dakota Wealth Management 0.01% Reduce -95.9% 757 $585K
Private Wealth Asset Management, LLC 0.07% No change 756 $584K
Morey & Quinn Wealth Partners, LLC 0.43% New 754 $582K
LMR Partners LLP 0.01% Add +3.6% 753 $582K
Compass Capital Corp. /Ma/ 0.25% Add +6.6% 676 $581K
Crestwood Advisors Group, LLC 0.01% Add +15.9% 752 $581K
Drucker Wealth 3.0, LLC 0.10% Reduce -11.2% 748 $578K
Defined Wealth Management, LLC 0.33% Add +1.2% 746 $576K
Commerzbank Aktiengesellschaft 0.01% No change 745 $576K
J. Team Financial, Inc. 0.58% — 745 $575K
Vista Investment Partners Ii, LLC 0.27% Add +0.7% 744 $575K
Drive Wealth Management, LLC 0.12% Add +0.4% 743 $574K
Wealthspire Advisors, LLC 0.00% Reduce -43.3% 743 $574K
Moloney Securities Asset Management, LLC 0.07% Reduce -2.1% 742 $573K
First Western Trust Bank 0.03% Reduce -1.5% 741 $572K
NorthCrest Asset Manangement, LLC 0.01% Reduce -5.6% 760 $570K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.4% 738 $570K
HUB Investment Partners, LLC 0.02% Reduce -6.6% 736 $568K
Sompo Asset Management Co., Ltd. 0.10% Reduce -2.7% 730 $564K
Colonial River Investments, LLC 0.21% Add +14.0% 726 $561K
Delta Investment Management, LLC 0.10% No change 726 $561K
Parkside Financial Bank & Trust 0.04% Add +10.9% 725 $560K
Legacy Financial Advisors, Inc. 0.08% Add +4.2% 720 $556K
Stockman Wealth Management, Inc. 0.07% No change 719 $555K
Main Street Financial Solutions, LLC 0.04% Add +25.5% 718 $555K
One Degree Advisors Inc 0.17% No change 717 $554K
ZWJ Investment Counsel Inc. 0.02% Add +0.7% 715 $552K
Empower Advisory Group, LLC 0.00% Reduce -47.0% 715 $552K
Catalyst Capital Advisors LLC 0.01% No change 714 $552K
Front Row Advisors LLC 0.18% No change 712 $551K
Range Financial Group LLC 0.20% Reduce -10.1% 712 $550K
Johnson Financial Group, Inc. 0.02% Add +573.3% 707 $547K
Bahl & Gaynor LLC 0.00% No change 707 $546K
International Assets Investment Management, LLC 0.04% Add +0.1% 750 $545K
Money Concepts Capital Corp. 0.03% New 706 $545K
Versor Investments LP 0.10% Add +18.8% 701 $542K
Cresset Asset Management, LLC 0.00% Add +33.3% 700 $542K
Asset Dedication, LLC 0.04% Add +0.9% 697 $538K
Penserra Capital Management LLC 0.01% Add +1.0% 697 $538K
Bridgewater Advisors Inc. 0.04% Add +5.4% 626 $537K
Princeton Capital Management LLC 0.14% Reduce -0.1% 693 $535K
Cornerstone Wealth Group, LLC 0.04% Reduce -1.4% 692 $535K
James Investment Research, Inc. 0.06% New 690 $533K
LMG Wealth Partners, LLC 0.10% No change 689 $532K
Plan A Wealth LLC 0.27% Add +4.7% 688 $532K
Cullen Investment Group, LTD. 0.07% Add +0.1% 718 $530K
Brookwood Investment Group LLC 0.07% Reduce -4.5% 685 $529K
Turtle Creek Wealth Advisors, LLC 0.05% Add +36.5% 681 $526K
Prelude Capital Management, LLC 0.04% New 681 $526K
FineMark National Bank & Trust 0.02% Add +4.5% 681 $526K
Payne Capital Management, LLC 0.17% Reduce -0.3% 675 $521K
Silver Oak Securities, Incorporated 0.04% Reduce -34.5% 674 $521K
Uniting Wealth Partners, LLC 0.12% No change 673 $520K
Marco Investment Management LLC 0.04% No change 673 $520K
Leavell Investment Management, Inc. 0.02% Reduce -0.6% 666 $515K
Nations Financial Group Inc, /Ia/ 0.03% Add +10.1% 664 $513K
Ameriflex Group, Inc. 0.19% Add +794.6% 662 $511K
Kavar Capital Partners Group, LLC 0.07% No change 662 $511K
Kanawha Capital Management LLC 0.04% Add +3.9% 660 $510K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +8.6% 659 $509K
Etesian Wealth Advisors, Inc. 0.17% No change 657 $508K
Argus Investors' Counsel, Inc. 0.40% Reduce -0.8% 649 $501K
Cardinal Point Capital Management ULC 0.03% Add +0.2% 646 $497K
Accelerate Investment Advisors LLC 0.34% No change 643 $497K
Trilogy Capital Inc. 0.02% No change 643 $497K
Meritage Portfolio Management 0.03% No change 642 $496K
Tiemann Investment Advisors, LLC 0.19% No change 640 $494K
Schwarz Dygos Wheeler Investment Advisors LLC 0.10% No change 640 $494K
First Foundation Advisors 0.02% No change 640 $494K
Chiron Capital Management, LLC 0.42% No change 639 $494K
Charles Schwab Trust Co 0.03% No change 638 $493K
49 Wealth Management, LLC 0.05% Reduce -5.2% 637 $492K
Alpine Woods Capital Investors, LLC 0.11% Add +7.6% 635 $491K
OxenFree Capital LLC 0.27% Add +1.6% 649 $490K
Boyd Watterson Asset Management LLC 0.15% Reduce -2.9% 633 $489K
Tranquilli Financial Advisor LLC 0.29% Reduce -1.9% 632 $488K
Allegiance Financial Group Advisory Services LLC 0.11% Reduce -8.4% 631 $488K
Consolidated Portfolio Review Corp 0.06% Reduce -8.0% 612 $487K
Smithfield Trust Co 0.02% No change 627 $487K
Measured Wealth Private Client Group, LLC 0.13% Reduce -2.5% 630 $487K
Ferguson Shapiro LLC 0.16% No change 628 $485K
MQS Management LLC 0.28% New 628 $485K
American Alpha Advisors, LLC 0.35% Reduce -1.6% 626 $484K
XML Financial, LLC 0.04% Add +0.2% 624 $482K
Verus Financial Partners, Inc. 0.05% Reduce -21.1% 623 $481K
Alta Advisers Ltd 0.15% No change 622 $481K
Sivia Capital Partners, LLC 0.14% Reduce -9.5% 620 $479K
Insigneo Advisory Services, LLC 0.03% Reduce -25.7% 619 $478K
Paragon Private Wealth Management, LLC 0.16% Add +8.0% 618 $478K
Camden National Bank 0.07% Reduce -2.8% 618 $477K
Jackson Square Capital, LLC 0.10% Reduce -49.9% 615 $475K
Fiera Capital Corp 0.00% No change 615 $475K
Virtue Capital Management, LLC 0.08% Reduce -62.0% 516 $475K
GPS Wealth Strategies Group, LLC 0.05% No change 614 $474K
Daymark Wealth Partners, LLC 0.02% Reduce -51.4% 613 $473K
UNIVEST FINANCIAL Corp 0.03% Add +62.8% 609 $470K
Clarius Group, LLC 0.03% Reduce -41.0% 608 $470K
Benchmark Investment Advisors LLC 0.27% — 605 $468K
Seed Wealth Management, Inc. 0.32% Reduce -59.1% 603 $466K
ForthRight Wealth Management, LLC 0.14% Reduce -7.7% 603 $466K
United Community Bank 0.14% Add +54.9% 601 $464K
Hummer Financial Advisory Services Inc 0.34% No change 600 $464K
Fielder Capital Group LLC 0.11% Reduce -1.8% 597 $461K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +7.3% 589 $455K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -4.5% 588 $455K
Peak Planning Group, LLC 0.24% Reduce -7.7% 588 $454K
Baron Wealth Management LLC 0.15% Add +1.2% 587 $453K
Plum Street Advisors, LLC 0.17% No change 586 $453K
Provenance Wealth Advisors, LLC 0.06% No change 586 $453K
Americana Partners, LLC 0.01% Add +62.3% 586 $453K
Dover Advisors, LLC 0.18% No change 585 $452K
Quadrant Private Wealth Management, LLC 0.08% Add +1.4% 584 $452K
Childress Capital Advisors, LLC 0.08% Add +0.7% 584 $451K
Fort Washington Investment Advisors Inc. 0.00% Add +0.7% 584 $451K
First Bancorp, Inc 0.24% Reduce -9.1% 583 $450K
Lodestar Private Asset Management LLC 0.05% No change 583 $450K
L2 Asset Management, LLC 0.06% Add +5.1% 580 $448K
LM Advisors LLC 0.06% No change 580 $448K
Versant Capital Management, Inc 0.06% Reduce -3.5% 577 $446K
Syverson Strege & Co 0.11% Reduce -6.2% 573 $443K
Gilman Hill Asset Management, LLC 0.07% No change 571 $441K
Savvy Advisors, Inc. 0.02% Add +37.6% 571 $441K
Bannerman Wealth Management Group, LLC 0.32% Reduce -24.2% 569 $440K
Richard W. Paul & Associates, LLC 0.15% Reduce -0.5% 567 $438K
NDVR, Inc. 0.37% Reduce -3.2% 567 $438K
Baader Bank Aktiengesellschaft 0.04% New 566 $437K
Leigh Baldwin & Co., LLC 0.24% No change 563 $435K
BayBridge Capital Group, LLC 0.28% Reduce -22.1% 562 $434K
Burke & Herbert Bank & Trust Co. 0.09% Reduce -0.9% 562 $434K
Permanent Capital Management, LP 0.08% — 561 $434K
Marathon Strategic Advisors, LLC 0.35% Reduce -3.8% 561 $433K
Strategic Advisors LLC 0.07% Reduce -17.8% 559 $432K
Busey Bank 0.01% Reduce -2.6% 558 $431K
Crewe Advisors LLC 0.04% Add +12.3% 557 $430K
Capital Advisors, Ltd. LLC 0.05% Add +419.6% 556 $430K
Penobscot Investment Management Company, Inc. 0.03% No change 555 $429K
Requisite Capital Management, LLC 0.07% New 553 $427K
Cynosure Group, LLC 0.05% No change 552 $426K
Icon Wealth Advisors, LLC 0.03% Reduce -12.5% 551 $426K
Kieckhefer Group LLC 0.20% No change 550 $425K
Visionary Wealth Advisors 0.02% No change 547 $422K
Richmond Investment Services, LLC 0.08% Add +0.7% 546 $422K
NFSG Corp 0.06% Reduce -62.5% 544 $420K
Earned Wealth Advisors, LLC 0.07% Add +0.4% 544 $420K
Stratos Wealth Advisors, LLC 0.02% Reduce -16.1% 543 $420K
GTS Securities LLC 0.02% Reduce -5.9% 541 $418K
GM Advisory Group, LLC 0.02% Reduce -2.7% 539 $416K
Paragon Financial Partners, Inc. 0.26% No change 537 $415K
Weil Company, Inc. 0.10% New 536 $414K
Ritter Daniher Financial Advisory LLC / DE 0.07% Add +312.3% 536 $414K
Sawgrass Asset Management LLC 0.05% Add +19.1% 535 $413K
PFG Advisors 0.02% Reduce -11.7% 534 $412K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -13.9% 532 $411K
Raleigh Capital Management Inc. 0.16% Reduce -2.8% 531 $410K
Angeles Wealth Management, LLC 0.03% Reduce -5.0% 529 $409K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 528 $408K
Novem Group 0.05% Reduce -2.4% 528 $408K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 526 $406K
Westshore Wealth, LLC 0.14% Reduce -5.6% 523 $404K
Athena Investment Management 0.21% Reduce -13.0% 523 $404K
Dixon Fnancial Services, Inc. 0.18% No change 523 $404K
First Business Financial Services, Inc. 0.04% No change 523 $404K
CoreCap Advisors, LLC 0.01% Reduce -61.2% 520 $402K
Calton & Associates, Inc. 0.06% Add +13.8% 519 $401K
Hickory Point Bank & Trust 0.30% Reduce -1.9% 518 $400K
Heritage Wealth Advisors 0.02% No change 518 $400K
First American Trust, FSB 0.03% New 513 $396K
Prosperity Consulting Group, LLC 0.02% Add +6.0% 510 $394K
Tritonpoint Wealth, LLC 0.03% Reduce -0.6% 508 $393K
EHP Funds Inc. 0.51% New 500 $386K
Wills Financial Group LLC 0.16% No change 500 $386K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -42.5% 500 $386K
LSV Asset Management 0.00% Reduce -73.7% 500 $386K
YHB Investment Advisors, Inc. 0.03% Reduce -17.1% 499 $385K
Clear Point Advisors Inc. 0.30% Add +0.2% 499 $385K
Am Investment Strategies LLC 0.08% No change 497 $384K
Berger Financial Group, Inc 0.02% No change 495 $382K
Sunbelt Securities, Inc. 0.03% Add +3.6% 494 $382K
Sonora Investment Management Group, LLC 0.03% Add +0.4% 494 $382K
JT Stratford LLC 0.05% Reduce -0.2% 494 $382K
Premier Path Wealth Partners, LLC 0.05% Add +3.6% 492 $380K
Stock Yards Bank & Trust Co. 0.01% No change 492 $380K
Polymer Capital Management (US) LLC 0.05% Reduce -30.8% 490 $379K
RMR Wealth Builders 0.03% Add +6.8% 489 $378K
OneAscent Family Office, LLC 0.30% Reduce -1.0% 485 $375K
Global Assets Advisory, LLC 0.11% Add +9.0% 484 $374K
Vertex Planning Partners, LLC 0.07% Add +0.4% 484 $374K
Certified Advisory Corp 0.04% Reduce -32.0% 483 $373K
Steel Grove Capital Advisors, LLC 0.04% No change 508 $372K
Marotta Asset Management 0.07% Reduce -7.6% 486 $372K
EagleClaw Capital Managment, LLC 0.05% Reduce -5.0% 480 $371K
Allied Investment Advisors, LLC 0.06% New 479 $370K
Eastern Bank 0.01% Add +44.3% 479 $370K
Lazari Capital Management, Inc. 0.13% Reduce -0.6% 478 $370K
Quotient Wealth Partners, LLC 0.01% Add +1.9% 477 $369K
BLB&B Advisors, LLC 0.02% Add +0.4% 476 $368K
Richwood Investment Advisors, LLC 0.29% Reduce -0.2% 474 $367K
Wealth Quarterback LLC 0.14% No change 473 $365K
Fortress Financial Group, LLC 0.28% No change 471 $364K
McLean Asset Management Corp 0.07% Reduce -0.4% 490 $363K
Investment House LLC 0.02% Reduce -2.1% 470 $363K
Cidel Asset Management Inc. 0.02% Add +5.4% 470 $363K
Donaldson Capital Management, LLC 0.01% Reduce -2.9% 469 $362K
Breakwater Capital Group 0.05% No change 469 $362K
Revisor Wealth Management LLC 0.13% Add +14.9% 478 $362K
Five Oceans Advisors 0.13% Reduce -2.5% 468 $362K
Acorn Financial Advisory Services Inc. 0.06% No change 466 $360K
MASTERINVEST Kapitalanlage GmbH 0.04% Add +5.9% 466 $360K
Groupe la Francaise 0.00% Add +1.8% 466 $360K
RW Investment Management LLC 0.04% No change 463 $358K
Main Street Group, LTD 0.11% Reduce -0.6% 463 $358K
Planned Solutions, Inc. 0.12% No change 463 $358K
Grove Bank & Trust 0.04% No change 462 $357K
Broadway Wealth Solutions, Inc. 0.20% New 458 $354K
West Paces Advisors Inc. 0.07% Reduce -9.9% 456 $352K
Shulman DeMeo Asset Management LLC 0.08% No change 454 $351K
Cary Street Partners Investment Advisory LLC 0.15% Add +23.4% 453 $350K
Private Client Services, LLC 0.12% Reduce -6.8% 450 $347K
Legacy Edge Advisors, LLC 0.04% No change 449 $347K
DGS Capital Management, LLC 0.06% New 448 $346K
AGH Wealth Advisors, LLC 0.25% Reduce -11.1% 448 $346K
Obsidian Personal Planning Solutions LLC 0.12% Add +2.9% 426 $346K
Salem Investment Counselors Inc. 0.01% No change 445 $344K
Regatta Capital Group, LLC 0.05% Reduce -4.1% 441 $341K
Welch & Forbes LLC 0.00% Add +23.9% 440 $340K
AlTi Global, Inc. 0.01% Reduce -1.1% 439 $340K
Narus Financial Partners, LLC 0.09% Add +2.6% 439 $339K
Cromwell Holdings LLC 0.18% No change 438 $339K
Intrust Bank NA 0.03% No change 436 $337K
Beaird Harris Wealth Management, LLC 0.02% Add +0.9% 435 $336K
Elyxium Wealth, LLC 0.12% Reduce -12.0% 434 $335K
1ST Source Bank 0.02% No change 434 $335K
Natural Investments, LLC 0.08% Reduce -14.5% 435 $335K
Manske Wealth Management 0.10% No change 433 $335K
Manchester Capital Management LLC 0.05% Reduce -2.5% 433 $335K
LBMC Investment Advisors, LLC 0.02% No change 430 $332K
Warther Private Wealth, LLC 0.08% Reduce -17.2% 428 $331K
Regent Peak Wealth Advisors LLC 0.07% — 427 $330K
Focus Financial Network, Inc. 0.01% Add +29.1% 426 $330K
Parthenon LLC 0.04% No change 426 $329K
One Day In July LLC 0.03% Add +6.0% 424 $328K
Everpar Advisors LLC 0.13% Reduce -13.1% 423 $327K
American Trust 0.03% Add +19.8% 423 $327K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.2% 423 $327K
M.E. Allison & Co., Inc. 0.23% No change 422 $326K
Ariston Services Group 0.20% Reduce -26.4% 421 $325K
Glen Eagle Advisors, LLC 0.05% Add +13.5% 420 $325K
NBT Bank, N.A. 0.02% Reduce -5.6% 419 $324K
Gradient Investments LLC 0.01% Add +1.9% 418 $323K
AIA Group Ltd 0.01% New 417 $322K
Cypress Wealth Services, LLC 0.05% No change 417 $322K
AdviceOne Advisory Services, LLC 0.21% No change 415 $321K
Quad-Cities Investment Group, LLC 0.14% No change 412 $318K
180 Wealth Advisors, LLC 0.04% Add +4.6% 410 $317K
Wealth Management Associates, Inc. 0.11% No change 410 $317K
Wealth Alliance, LLC 0.03% Reduce -37.5% 408 $315K
Hudson Bay Capital Management LP 0.00% New 408 $315K
Maridea Wealth Management LLC 0.05% Add +10.9% 398 $313K
Moss Adams Wealth Advisors LLC 0.02% Add +1.8% 405 $313K
Webster Bank, N. A. 0.03% No change 405 $313K
Deseret Mutual Benefit Administrators 0.13% Reduce -20.2% 404 $312K
StrongBox Wealth, LLC 0.11% No change 403 $311K
Trust Co. of Vermont 0.01% No change 403 $311K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.9% 402 $311K
Smith, Moore & Co. 0.02% Add +2.6% 401 $310K
Armstrong Advisory Group, Inc. 0.02% Add +9.9% 401 $310K
Mattson Financial Services, LLC 0.07% No change 400 $309K
Catalyst Funds Management Pty Ltd 0.05% New 400 $309K
Northside Capital Management, LLC 0.03% No change 400 $309K
Hollencrest Capital Management 0.01% No change 400 $309K
Optas, LLC 0.05% Add +2.3% 396 $306K
RPS Advisory Solutions LLC 0.15% No change 395 $305K
von Borstel & Associates, Inc. 0.05% New 356 $305K
OneAscent Financial Services LLC 0.02% Reduce -38.0% 394 $305K
Rothschild Investment LLC 0.02% Reduce -10.9% 394 $304K
Parisi Gray Wealth Management 0.08% Reduce -1.3% 392 $303K
RiverFront Investment Group, LLC 0.01% No change 391 $302K
Maia Wealth LLC 0.05% Reduce -1.1% 351 $302K
Gateway Wealth Partners, LLC 0.04% Add +10.5% 390 $301K
Ceera Investments, LLC 0.09% No change 390 $301K
Aspiriant, LLC 0.01% Reduce -27.1% 390 $301K
Tsfg, LLC 0.05% Add +1.8% 388 $300K
Allegheny Financial Group 0.06% No change 388 $300K
1858 Wealth Management, LLC 0.21% New 388 $300K
Genesis Private Wealth, LLC 0.13% Reduce -5.4% 387 $299K
Kovack Advisors, Inc. 0.03% Add +30.9% 385 $298K
Successful Portfolios LLC 0.17% No change 384 $297K
Stonebridge Capital Advisors LLC 0.02% No change 383 $296K
Curi Capital, LLC 0.01% Add +3.8% 383 $296K
Seaside Wealth Management, Inc. 0.09% Reduce -1.0% 381 $295K
Centric Wealth Management 0.07% No change 362 $294K
Westover Capital Advisors, LLC 0.05% No change 378 $292K
Alpha Family Trust 0.14% No change 375 $290K
Greatmark Investment Partners, Inc. 0.03% No change 375 $290K
Gryphon Financial Partners LLC 0.03% Reduce -1.1% 374 $289K
McClarren Financial Advisors, Inc. 0.18% Add +106.7% 773 $289K
Bar Harbor Wealth Management 0.02% No change 373 $288K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% No change 372 $287K
Lebenthal Global Advisors, LLC 0.05% New 372 $287K
Ferguson Wellman Capital Management, Inc. 0.00% New 371 $287K
Invested Advisors 0.42% — 485 $286K
Simplicity Wealth,LLC 0.02% Reduce -40.9% 370 $286K
Banco BTG Pactual S.A. 0.04% New 370 $286K
Strategent Financial, LLC 0.20% No change 368 $284K
Zions Bancorporation, National Association 0.01% Add +80.4% 368 $284K
Alaethes Wealth, LLC 0.08% No change 366 $283K
Vaughan David Investments LLC 0.01% No change 366 $283K
Facet Wealth, Inc. 0.01% New 366 $283K
Strategic Wealth Investment Group, LLC 0.02% New 364 $281K
SMART Wealth LLC 0.11% Reduce -51.5% 362 $280K
Wayfinding Financial, LLC 0.12% Reduce -0.6% 362 $279K
Abner Herrman & Brock LLC 0.03% New 361 $279K
Bell Bank 0.01% Reduce -22.7% 361 $279K
Occidental Asset Management, LLC 0.03% Add +13.6% 360 $278K
Latitude Advisors, LLC 0.13% New 359 $277K
Holistic Financial Partners 0.11% No change 359 $277K
Boston Family Office LLC 0.02% No change 355 $274K
ORG Partners LLC 0.05% Add +10.6% 354 $274K
OneAscent Investment Solutions LLC 0.29% Add +26.4% 354 $273K
Capital Analysts, LLC 0.01% Reduce -1.7% 353 $273K
CYBER HORNET ETFs LLC 0.18% Add +3.2% 353 $273K
Kapstone Financial Advisors LLC 0.13% Reduce -1.1% 353 $273K
Coyle Financial Counsel LLC 0.06% New 353 $273K
Moody Aldrich Partners LLC 0.05% Add +17.3% 353 $273K
Swisher Financial Concepts, Inc. 0.16% No change 352 $272K
Gibbs Wealth Management 0.06% Reduce -26.4% 352 $272K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +112.7% 351 $271K
FLC Capital Advisors 0.05% No change 351 $271K
Talbot Financial, LLC 0.02% No change 351 $271K
Adirondack Trust Co. 0.09% Reduce -0.3% 351 $271K
Aberdeen Wealth Management LLC 0.17% No change 350 $270K
Shoker Investment Counsel, Inc. 0.08% No change 350 $270K
Ameritas Advisory Services, LLC 0.02% Reduce -18.0% 350 $270K
M3 Advisory Group, LLC 0.17% Reduce -2.2% 349 $270K
Red Door Wealth Management, LLC 0.03% Reduce -4.4% 345 $267K
Perennial Investment Advisors, LLC 0.02% New 344 $266K
Continuum Advisory, LLC 0.03% Reduce -8.0% 344 $266K
Bradley Foster & Sargent Inc. 0.00% No change 344 $266K
MJP Associates Inc. 0.03% New 343 $265K
Elm3 Financial Group, LLC 0.22% Add +3.3% 342 $264K
Davis R M Inc. 0.00% Reduce -33.9% 341 $263K
Apella Capital, LLC 0.01% Add +7.3% 339 $263K
Colonial Trust Co / SC 0.04% Reduce -20.2% 339 $262K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.3% 338 $261K
J.Safra Asset Management Corp 0.02% Add +21.7% 336 $260K
Whelan Financial 0.08% New 336 $260K
CFO4Life Group, LLC 0.04% Add +2.4% 336 $260K
Romano Brothers and Company 0.03% No change 336 $260K
Palisades Hudson Asset Management, L.P. 0.09% No change 335 $259K
Meadow Creek Wealth Advisors LLC 0.17% Reduce -21.6% 334 $259K
Goldstein Advisors, LLC 0.03% Add +4.4% 334 $258K
GDS Wealth Management 0.02% New 334 $258K
Eisler Capital Management Ltd. 0.01% New 332 $257K
Cornerstone Advisory, LLC 0.03% Reduce -1.5% 332 $257K
Philip James Wealth Mangement, LLC 0.03% Reduce -3.5% 332 $256K
Patron Partners, LLC 0.12% Reduce -0.3% 331 $256K
Seizert Capital Partners, LLC 0.01% No change 331 $256K
Sovran Advisors, LLC 0.02% Add +8.8% 309 $255K
NWK Group, Inc. 0.09% No change 330 $255K
Clifford Group, LLC 0.20% No change 329 $254K
Impact Capital Partners LLC 0.08% Reduce -1.5% 329 $254K
Capital Investment Advisory Services, LLC 0.02% No change 328 $254K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.3% 326 $252K
Palisade Asset Management, LLC 0.02% Add +3.5% 326 $252K
Corps Capital Advisors, LLC 0.38% No change 325 $251K
Addison Advisors LLC 0.06% No change 323 $250K
Bayforest Capital Ltd 0.12% Reduce -71.1% 321 $248K
SGL Investment Advisors, Inc. 0.10% No change 302 $248K
SouthState Bank Corp 0.01% Reduce -41.5% 320 $247K
Destination Wealth Management 0.01% Add +15.1% 320 $247K
Warren Street Wealth Advisors, LLC 0.07% Add +4.9% 319 $246K
Blalock Williams, LLC 0.22% Add +3.6% 318 $246K
OneAscent Wealth Management LLC 0.08% Reduce -8.4% 318 $246K
Foster Group, Inc. 0.01% No change 317 $245K
Vantage Financial Partners, LLC 0.05% No change 316 $244K
Capital Investment Services of America, Inc. 0.02% No change 315 $243K
Sawyer & Company, Inc 0.09% Add +24.3% 332 $243K
Hamilton Point Investment Advisors, LLC 0.04% No change 314 $243K
Revolve Wealth Partners, LLC 0.03% Add +1.0% 314 $243K
PGIM Custom Harvest LLC 0.00% Reduce -38.9% 313 $241K
JGP Global Gestao de Recursos Ltda. 0.14% Add +0.7% 312 $241K
Macroview Investment Management LLC 0.18% No change 310 $240K
Diversify Advisory Services, LLC 0.01% Reduce -9.6% 292 $240K
Allianz SE 0.01% No change 310 $239K
Willow Creek Wealth Management Inc. 0.02% No change 309 $239K
Columbus Macro, LLC 0.03% Reduce -7.2% 308 $238K
Avidian Wealth Enterprises, LLC 0.01% New 307 $237K
Freedom Investment Management, Inc. 0.06% Reduce -29.6% 307 $237K
Fox Run Management, L.L.C. 0.04% Reduce -74.5% 307 $237K
ARS Wealth Advisors Group, LLC 0.02% Reduce -2.5% 307 $237K
Veracity Capital LLC 0.08% Add +0.3% 307 $237K
Abacus Planning Group, Inc. 0.03% No change 305 $236K
Wealthspire Retirement, LLC 0.01% Reduce -0.3% 305 $236K
Sentry Investment Management LLC 0.16% Reduce -28.2% 311 $235K
Norden Group LLC 0.02% New 304 $235K
Tableaux LLC 0.09% New 304 $235K
Tyche Wealth Partners LLC 0.04% No change 303 $234K
WPG Advisers, LLC 0.18% Reduce -1.3% 302 $233K
Rollins Financial Advisors, LLC 0.04% Reduce -12.2% 302 $233K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 300 $232K
Aufman Associates Inc 0.13% No change 300 $232K
Investment Partners, LTD. 0.08% No change 300 $232K
Advanced Asset Management Advisors Inc 0.06% New 300 $232K
BCGM Wealth Management, LLC 0.06% No change 300 $232K
Bard Financial Services, Inc. 0.03% Reduce -14.3% 300 $232K
FNY Investment Advisers, LLC 0.08% Add +50.0% 300 $231K
Poinciana Advisors Group, LLC 0.20% Reduce -5.7% 299 $231K
Waterloo Capital, L.P. 0.02% Reduce -62.1% 296 $229K
111 Capital 0.04% Reduce -76.5% 295 $228K
Ariadne Wealth Management, LP 0.10% New 269 $228K
Evermay Wealth Management LLC 0.03% No change 294 $227K
Berkshire Asset Management LLC 0.01% Add +4.6% 294 $227K
Asset Allocation & Management Company, LLC 0.10% New 294 $227K
GW&K Investment Management, LLC 0.00% Add +5.4% 292 $226K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -15.4% 292 $226K
Wealth Dimensions Group, Ltd. 0.05% No change 290 $224K
Nadler Financial Group, Inc. 0.02% No change 290 $224K
Shira Ridge Wealth Management 0.09% Add +1.1% 287 $222K
DDD Partners, LLC 0.01% Reduce -1.0% 287 $222K
Seven Mile Advisory 0.04% New 287 $222K
KOM Wealth Management Group, LLC 0.17% No change 286 $221K
Clean Yield Group 0.06% No change 286 $221K
Debussy Capital Management LP 0.03% Add +1.4% 284 $219K
Dorsey Wright & Associates 0.05% No change 283 $219K
Capital Asset Advisory Services LLC 0.01% New 283 $219K
Affinity Investment Advisors, LLC 0.15% Reduce -29.3% 283 $219K
Coastwise Capital Group, LLC 0.15% No change 282 $218K
Bank Ozk 0.08% Reduce -3.1% 282 $218K
PFG Investments, LLC 0.01% Reduce -6.6% 281 $217K
Capula Management Ltd 0.00% New 280 $216K
Reston Wealth Management LLC 0.07% Reduce -6.7% 280 $216K
ERn Financial, LLC 0.04% New 277 $214K
Cobblestone Asset Management LLC 0.10% No change 276 $213K
Acropolis Investment Management, LLC 0.01% New 290 $213K
BlueStem Wealth Partners, LLC 0.02% New 275 $212K
Liberty Wealth Management LLC 0.03% No change 274 $211K
Ballast Advisors LLC 0.06% New 273 $211K
Allen Capital Group, LLC 0.02% Reduce -15.2% 273 $211K
Key Financial Inc 0.04% Add +0.4% 274 $210K
Barnes Dennig Private Wealth Management LLC 0.22% Add +5.9% 271 $209K
Chicago Capital, LLC 0.01% New 271 $209K
Foronjy Financial LLC 0.09% New 271 $209K
Keebeck Wealth Management 0.02% New 270 $209K
Cascade Investment Advisors, Inc. 0.13% New 270 $209K
Guyasuta Investment Advisors Inc. 0.01% New 270 $209K
Founders Grove Wealth Partners, LLC 0.05% New 270 $208K
Cypress Capital Group 0.02% New 269 $208K
Wela Strategies, Inc. 0.08% New 269 $207K
Intrua Financial, LLC 0.02% Reduce -7.6% 268 $207K
Bridges Investment Management Inc. 0.00% New 268 $207K
Secure Asset Management, LLC 0.03% New 270 $207K
PharVision Advisers, LLC 0.12% Reduce -24.4% 267 $206K
First Command Advisory Services, Inc. 0.00% No change 267 $206K
Pettyjohn, Wood & White, Inc. 0.03% New 266 $205K
CVA Family Office, LLC 0.03% Reduce -0.8% 266 $205K
Grandview Asset Management LLC 0.06% Reduce -19.0% 265 $205K
Insight Advisors, LLC/ PA 0.03% New 265 $205K
Empirical Asset Management, LLC 0.06% New 265 $205K
Essex Bank 0.05% Reduce -27.7% 264 $204K
Anderson Hoagland & Co. 0.02% New 263 $203K
Strategic Planning, Inc. 0.12% New 263 $203K
Westside Investment Management, Inc. 0.03% Add +12.4% 263 $203K
Willis Investment Counsel 0.01% New 262 $202K
Shufro Rose & Co. LLC 0.02% No change 300 $202K
Rothschild Capital Partners, LLC 0.05% New 260 $201K
Tempus Wealth Planning, LLC 0.05% Reduce -9.1% 259 $200K
Topsail Wealth Management, LLC 0.03% New 259 $200K
Root Financial Partners, LLC 0.01% New 255 $197K
Fortitude Family Office, LLC 0.05% Reduce -0.4% 254 $196K
AdvisorNet Financial, Inc 0.01% Reduce -19.4% 254 $196K
Rosenberg Matthew Hamilton 0.04% No change 248 $192K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -58.0% 246 $190K
Avion Wealth 0.04% Add +11.1% 241 $186K
Kelly Lawrence W & Associates Inc. 0.05% No change 240 $185K
Essential Partners LLC 0.06% Reduce -40.5% 238 $184K
General Partner, Inc. 0.10% No change 234 $181K
Wealth Watch Advisors, INC 0.07% New 233 $180K
Osterweis Capital Management Inc. 0.01% No change 226 $175K
Banque Transatlantique SA 0.00% No change 225 $174K
Davis Capital Management 0.12% — 223 $172K
Peoples Financial Services Corp. 0.08% Add +122.0% 222 $172K
Pacific Center for Financial Services 0.04% Reduce -23.4% 219 $169K
North Capital, Inc. 0.13% Add +0.5% 218 $168K
Paladin Advisory Group, LLC 0.13% No change 216 $167K
Summit Securities Group LLC 0.05% Add +154.1% 216 $167K
Trifecta Capital Advisors, LLC 0.02% Reduce -6.7% 210 $162K
Hazlett, Burt & Watson, Inc. 0.06% Add +123.7% 208 $162K
iA Global Asset Management Inc. 0.00% Add +813.0% 210 $162K
BOK Financial Private Wealth, Inc. 0.01% No change 208 $161K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.21% Reduce -85.4% 200 $155K
SBI Securities Co., Ltd. 0.00% Add +40.1% 192 $148K
Edmond DE Rothschild Holding S.A. 0.00% New 191 $148K
Archer Investment Corp 0.03% No change 190 $147K
Cary Street Partners Financial LLC 0.00% Add +10.1% 186 $144K
Louisbourg Investments Inc. 0.03% New 186 $144K
North Star Investment Management Corp. 0.01% No change 184 $142K
Delta Asset Management LLC 0.01% Add +26.9% 184 $142K
Abich Financial Wealth Management LLC 0.05% — 179 $138K
FSA Wealth Management LLC 0.05% No change 174 $134K
Ameliora Wealth Management Ltd. 0.04% No change 170 $131K
Generali Investments, Management Co LLC 0.03% New 169 $131K
Leonteq Securities AG 0.01% Reduce -14.4% 167 $129K
Plante Moran Financial Advisors, LLC 0.01% Add +5.7% 167 $129K
SOA Wealth Advisors, LLC. 0.02% No change 165 $127K
Flagship Wealth Advisors, LLC 0.04% No change 164 $127K
Pacifica Partners Inc. 0.04% No change 164 $126K
Bay Harbor Wealth Management, LLC 0.03% Add +14.1% 162 $125K
Grey Fox Wealth Advisors, LLC 0.03% New 159 $123K
SJS Investment Consulting Inc. 0.02% Add +178.6% 156 $121K
Strategic Wealth Partners, Ltd. 0.01% Reduce -83.1% 154 $119K
Hurley Capital, LLC 0.07% No change 154 $119K
Rossby Financial, LCC 0.04% No change 155 $119K
MV Capital Management, Inc. 0.01% Reduce -2.5% 153 $118K
Turning Point Benefit Group, Inc. 0.07% New 153 $117K
TCTC Holdings, LLC 0.00% No change 151 $117K
Orion Capital Management LLC 0.04% No change 144 $111K
Covestor Ltd 0.06% No change 141 $110K
Hemington Wealth Management 0.01% Add +2.1% 143 $110K
Financial Perspectives, Inc 0.03% Reduce -3.5% 138 $107K
High Note Wealth, LLC 0.02% No change 133 $103K
Farmers & Merchants Investments Inc. 0.00% Add +1.6% 131 $101K
Richardson Financial Services Inc. 0.06% Add +60.5% 130 $100K
Tacita Capital Inc 0.06% No change 130 $100K
Truvestments Capital LLC 0.02% Add +8.3% 130 $100K
1248 Management, LLC 0.06% Reduce -14.7% 128 $99K
Caitong International Asset Management Co., Ltd 0.07% Add +3075.0% 127 $98K
Aventura Private Wealth, LLC 0.04% Add +170.2% 127 $98K
Mission Creek Capital Partners, Inc. 0.02% No change 10,224 $97K
First Community Trust NA 0.07% Reduce -93.5% 125 $97K
Bank of New Hampshire 0.02% No change 124 $96K
Costello Asset Management, INC 0.03% No change 120 $93K
Bogart Wealth, LLC 0.00% Add +1.7% 120 $93K
Private Wealth Management Group, LLC 0.02% Add +2.6% 117 $90K
CoreFirst Bank & Trust 0.05% No change 117 $90K
State of Wyoming 0.01% Add +200.0% 117 $90K
St Germain D J Co. Inc. 0.00% No change 117 $90K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -1.7% 114 $88K
True Wealth Design, LLC 0.03% Reduce -8.2% 112 $87K
Alpine Bank Wealth Management 0.01% Reduce -6.7% 111 $86K
Cape Investment Advisory, Inc. 0.08% Reduce -8.3% 110 $85K
Itau Unibanco Holding S.A. 0.00% Reduce -4.4% 108 $83K
Cornerstone Planning Group LLC 0.01% Add +3.1% 100 $83K
Ransom Advisory, Ltd 0.04% Reduce -7.8% 106 $82K
Frazier Financial Advisors, LLC 0.05% No change 104 $80K
Alerus Financial NA 0.00% No change 104 $80K
Chelsea Counsel Co. 0.03% No change 100 $77K
Birchbrook, Inc. 0.04% No change 100 $77K
Monetary Management Group Inc. 0.02% No change 100 $77K
LRI Investments, LLC 0.01% Reduce -57.9% 99 $77K
Centennial Bank 0.03% No change 99 $76K
S&T Bank 0.02% Add +19.5% 92 $71K
Transamerica Financial Advisors, LLC 0.01% Add +4400.0% 90 $69K
Brown, Lisle/Cummings, Inc. 0.02% No change 89 $69K
Bollard Group LLC 0.00% No change 87 $67K
Salomon & Ludwin, LLC 0.01% Add +193.3% 88 $65K
TFC Financial Management, Inc. 0.01% No change 84 $65K
Winnacle Wealth LLC 0.05% New 82 $63K
Evolution Advisers, Inc. 0.03% No change 83 $63K
Sarver Vrooman Wealth Advisors 0.04% No change 80 $62K
Rise Advisors, LLC 0.02% Add +3.9% 80 $61K
Pinnacle Bancorp, Inc. 0.02% No change 79 $61K
Creative Capital Management Investments LLC 0.02% No change 78 $60K
Hara Capital LLC 0.03% No change 76 $59K
Dynamic Wealth Strategies, LLC 0.04% Reduce -50.7% 71 $55K
Dagco, Inc. 0.01% No change 70 $54K
Physician Wealth Advisors, Inc. 0.01% Add +56.8% 69 $53K
Principia Wealth Advisory, LLC 0.04% Reduce -1.4% 69 $53K
Graney & King, LLC 0.04% No change 67 $52K
Rakuten Investment Management, Inc. 0.00% — 275 $49K
Marquette Asset Management, LLC 0.01% Add +21.1% 63 $49K
Pandora Wealth, Inc. 0.03% No change 60 $46K
Crews Bank & Trust 0.01% No change 58 $45K
Washington Trust Advisors, Inc. 0.00% Reduce -3.3% 58 $45K
Sound Income Strategies, LLC 0.00% No change 59 $45K
Access Investment Management LLC 0.01% No change 55 $42K
Signature Resources Capital Management, LLC 0.02% Reduce -8.5% 54 $42K
Loomis Sayles & Co. L P 0.00% Add +1.9% 54 $42K
Clearstead Trust, LLC 0.01% Reduce -7.3% 51 $39K
Binnacle Investments Inc 0.02% Add +4.1% 51 $39K
Millstone Evans Group, LLC 0.02% No change 50 $39K
Sittner & Nelson, LLC 0.01% No change 50 $39K
Lynch Asset Management, Inc. 0.01% New 50 $39K
Manning & Napier Advisors LLC 0.00% New 50 $39K
Core Alternative Capital 0.01% No change 49 $38K
Delos Wealth Advisors, LLC 0.03% No change 48 $37K
Abound Wealth Management 0.01% Add +104.3% 47 $37K
Bell Investment Advisors, Inc 0.01% Reduce -8.0% 46 $36K
Harbor Investment Advisory, LLC 0.00% No change 45 $35K
Medallion Wealth Advisors, LLC 0.01% No change 44 $34K
Valued Wealth Advisors LLC 0.02% No change 43 $33K
Vermillion & White Wealth Management Group, LLC 0.02% New 43 $33K
Aspect Partners, LLC 0.02% Add +4.9% 43 $33K
Vermillion Wealth Management, Inc. 0.01% No change 41 $32K
Mascoma Wealth Management LLC 0.01% Reduce -19.6% 41 $32K
Canton Hathaway, LLC 0.01% No change 40 $31K
Hopwood Financial Services, Inc. 0.02% New 40 $31K
Tanglewood Legacy Advisors, LLC 0.01% No change 40 $31K
Trust Co 0.00% No change 40 $31K
Meeder Asset Management Inc. 0.00% Reduce -99.2% 40 $31K
Solstein Capital, LLC 0.01% No change 38 $29K
Park Square Financial Group, LLC 0.12% Reduce -90.8% 36 $28K
American Capital Advisory, LLC 0.01% Reduce -2.7% 36 $28K
Indiana Trust & Investment Management Co 0.01% No change 35 $27K
Westend Capital Management, LLC 0.01% No change 35 $27K
Ogorek Anthony Joseph /NY/ 0.01% Add +2.9% 35 $27K
Sachetta, LLC 0.01% Reduce -2.9% 33 $26K
GGM Financial LLC 0.01% New 33 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 33 $25K
Activest Wealth Management 0.01% Add +3.1% 33 $25K
Hughes Financial Services, LLC 0.00% Add +3.6% 29 $25K
Dunhill Financial, LLC 0.01% No change 31 $24K
Hoey Investments, Inc. 0.00% No change 30 $23K
JDM Financial Group LLC 0.01% No change 30 $23K
Fairscale Capital, LLC 0.01% No change 28 $22K
HHM Wealth Advisors, LLC 0.00% Reduce -12.5% 28 $22K
First Financial Corp. 0.01% Reduce -26.3% 28 $22K
Howard Hughes Medical Institute 0.01% No change 27 $21K
Atwood & Palmer Inc. 0.00% No change 27 $21K
2UniFi Bank 0.01% No change 26 $20K
Bruce G. Allen Investments, LLC 0.01% No change 25 $19K
Rakuten Securities, Inc. 0.01% Add +60.0% 24 $19K
Duncker Streett & Co. Inc. 0.00% New 24 $19K
Scarborough Advisors, LLC 0.00% No change 23 $18K
Mowery & Schoenfeld Wealth Management, LLC 0.03% Reduce -11.5% 23 $18K
JPL Wealth Management, LLC 0.00% New 23 $18K
Highline Wealth Partners LLC 0.00% No change 21 $16K
Avalon Trust Co 0.00% Add +10.5% 21 $16K
Greykasell Wealth Strategies, Inc. 0.01% No change 21 $16K
Missouri Trust & Investment Co 0.00% No change 21 $16K
Cedar Mountain Advisors, LLC 0.00% New 21 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 19 $15K
Evergreen Private Wealth LLC 0.01% No change 18 $14K
LGT Financial Advisors LLC 0.03% No change 17 $13K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -32.0% 17 $13K
Halbert Hargrove Global Advisors, LLC 0.00% New 17 $13K
Creekmur Asset Management LLC 0.00% No change 17 $13K
LOM Asset Management Ltd 0.00% No change 15 $12K
KERR FINANCIAL PLANNING Corp 0.02% — 14 $12K
Disciplina Capital Management LLC 0.00% No change 15 $12K
Financial Management Professionals, Inc. 0.00% Add +36.4% 15 $12K
Albion Financial Group 0.00% No change 15 $12K
LFA - Lugano Financial Advisors SA 0.01% No change 15 $12K
Caldwell Sutter Capital, Inc. 0.01% No change 15 $12K
Carolina Wealth Advisors, LLC 0.01% No change 15 $12K
Evelyn Partners Asset Management Ltd 0.00% New 15 $12K
Park Place Capital Corp 0.00% Add +25.0% 15 $12K
South Plains Financial, Inc. 0.01% No change 15 $12K
Centerpoint Advisors, LLC 0.00% New 14 $11K
Redmont Wealth Advisors LLC 0.02% No change 14 $11K
IMG Wealth Management, Inc. 0.01% Add +55.6% 14 $11K
Fairway Wealth LLC 0.00% No change 13 $10K
Estabrook Capital Management 0.00% No change 13 $10K
Cloud Capital Management, LLC 0.01% New 13 $10K
Coston, McIsaac & Partners 0.00% No change 13 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.7% 14 $10K
Copia Wealth Management 0.01% No change 12 $9K
Kilter Group LLC 0.00% No change 12 $9K
Raffa Wealth Management, LLC 0.00% Add +20.0% 12 $9K
Financial Life Planners 0.01% New 10 $8K
Spurstone Advisory Services, LLC 0.11% New 10 $8K
Piscataqua Savings Bank 0.01% No change 10 $8K
Boreal Capital Management LLC 0.01% No change 9 $7K
Bare Financial Services, Inc 0.00% Reduce -18.2% 9 $7K
First Pacific Financial 0.00% No change 9 $7K
JNBA Financial Advisors 0.00% No change 9 $7K
Tortoise Investment Management, LLC 0.00% Add +12.5% 9 $7K
Kozak & Associates, Inc. 0.00% No change 8 $7K
IAG Wealth Partners, LLC 0.00% No change 8 $6K
Pineridge Advisors LLC 0.00% Reduce -58.8% 7 $5K
Decker Retirement Planning Inc. 0.00% No change 7 $5K
Guerra Advisors Inc 0.00% New 7 $5K
DecisionPoint Financial, LLC 0.00% No change 7 $5K
Clark Wealth Partners 0.00% No change 6 $5K
TD Capital Management LLC 0.00% No change 6 $5K
Westfuller Advisors, LLC 0.00% New 6 $5K
Wealth Preservation Advisors, LLC 0.00% No change 6 $5K
Nova Wealth Management, Inc. 0.00% Reduce -25.0% 6 $5K
Financial Gravity Asset Management, Inc. 0.00% — 5 $4K
MPWM Advisory Solutions, LLC 0.00% No change 5 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 5 $4K
ESL Trust Services, LLC 0.00% New 5 $4K
Arcadia Investment Management Corp. 0.00% No change 5 $4K
Heartwood Wealth Advisors LLC 0.00% New 5 $4K
WealthCollab, LLC 0.00% No change 4 $3K
Rialto Wealth Management, LLC 0.00% Reduce -20.0% 4 $3K
Tradewinds Capital Management, LLC 0.00% New 4 $3K
Gold Investment Management Ltd. 0.00% No change 4 $3K
Kelleher Financial Advisors 0.00% New 4 $3K
Security National Bank 0.00% New 4 $3K
Creative Financial Designs Inc. 0.00% No change 4 $3K
Dogwood Wealth Management LLC 0.00% No change 3 $2K
Texas Capital Bancshares Inc 0.00% New 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% No change 3 $2K
Nemes Rush Group LLC 0.00% Reduce -40.0% 3 $2K
WestEnd Advisors, LLC 0.00% Reduce -50.0% 3 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -91.2% 3 $2K
PayPay Securities Corp 0.07% No change 2 $2K
Redwood Park Advisors LLC 0.00% No change 2 $2K
Legacy Wealth Managment, LLC 0.00% No change 2 $2K
Quaker Wealth Management, LLC 0.00% No change 2 $2K
HFM Investment Advisors, LLC 0.00% No change 2 $2K
West Oak Capital, LLC 0.00% Reduce -37.3% 160 $1K
Evolution Wealth Management Inc. 0.00% New 1 $773
Seneschal Advisors, LLC 0.00% New 1 $773
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 1 $773
Sellwood Investment Partners LLC 0.00% New 1 $773
West Branch Capital LLC 0.00% No change 1 $773
Stone House Investment Management, LLC 0.00% New 1 $773
McIlrath & Eck, LLC 0.00% No change 1 $773

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