Manulife FinancialMFC
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 773 institutions reported holding Manulife Financial Corp. (MFC) in their 13F filings, up 5 from Q4 2025. 61 opened new positions and 59 sold out. The largest holders were Royal Bank of Canada ($3.8B), Bank of Montreal ($2.0B) and Vanguard Capital Management LLC ($1.7B). 10 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Manulife Financial Corp.
- CUSIP
- 56501R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $19.3M |
| Exits | 59 | $135.2M |
All 13F filers, Q4 2025 → Q1 2026: 47,962,363 shares bought and 66,341,469 shares sold, net −18,379,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| Royal Bank of Canada | 0.72% | Reduce -16.4% | 110,979,590 | $3.8B |
| Bank of Montreal | 0.82% | Add +0.8% | 57,296,687 | $2.0B |
| Vanguard Capital Management LLC | 0.04% | — | 48,056,110 | $1.7B |
| TD Asset Management Inc | 1.14% | Add +6.7% | 40,746,302 | $1.4B |
| Mackenzie Financial Corp. | 1.24% | Add +4.7% | 29,894,048 | $1.0B |
| 1832 Asset Management L.P. | 1.29% | Reduce -1.1% | 28,248,714 | $972.9M |
| National Bank of Canada | 0.92% | Add +19.4% | 26,160,388 | $899.7M |
| Toronto Dominion Bank | 1.37% | Reduce -3.0% | 20,515,970 | $706.9M |
| Geode Capital Management, LLC | 0.04% | Add +4.4% | 17,545,184 | $623.2M |
| TD Waterhouse Canada Inc. | 1.72% | Add +142.1% | 16,675,574 | $580.5M |
| Cibc World Market Inc. | 1.02% | Reduce -33.4% | 16,811,222 | $579.0M |
| Vanguard Fiduciary Trust Co. | 0.13% | — | 14,772,184 | $508.9M |
| CIBC Asset Management Inc | 1.19% | Reduce -16.4% | 14,114,546 | $487.7M |
| Canada Pension Plan Investment Board | 0.29% | Add +17.9% | 12,990,620 | $447.6M |
| Vanguard Global Advisers, LLC | 0.22% | — | 11,920,832 | $410.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.67% | Add +183.7% | 11,702,230 | $403.0M |
| Bank of Nova Scotia | 0.69% | Reduce -4.8% | 11,370,691 | $391.6M |
| Legal & General Group Plc | 0.09% | Add +0.9% | 11,376,566 | $390.6M |
| Scotia Capital Inc. | 1.53% | Reduce -2.5% | 10,873,355 | $373.2M |
| Morgan Stanley | 0.02% | Add +2.5% | 10,429,680 | $359.2M |
| JPMorgan Chase & Co. | 0.02% | Add +22.8% | 10,350,002 | $348.3M |
| Beutel, Goodman & Co Ltd. | 2.36% | Reduce -8.2% | 10,117,802 | $347.4M |
| Federation des caisses Desjardins du Quebec | 1.13% | Reduce -8.3% | 9,161,534 | $313.5M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.2% | 8,257,487 | $284.4M |
| Wells Fargo & Company | 0.05% | Reduce -2.0% | 7,060,548 | $243.2M |
| Massachusetts Financial Services Co. | 0.07% | Add +1.2% | 5,759,073 | $219.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.49% | Reduce -18.9% | 6,133,150 | $211.3M |
| Letko, Brosseau & Associates Inc. | 3.34% | Reduce -1.8% | 6,038,452 | $207.3M |
| Man Group plc | 0.41% | Reduce -8.8% | 5,658,350 | $194.3M |
| Swiss National Bank | 0.11% | Add +25.7% | 5,645,600 | $194.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -50.1% | 4,687,316 | $161.4M |
| Cardinal Capital Management, Inc. | 4.33% | Add +2.3% | 4,675,188 | $160.5M |
| Harding Loevner LP | 1.59% | Reduce -5.2% | 4,479,701 | $154.4M |
| Caisse de depot et placement du Quebec | 0.25% | Add +93.0% | 4,487,458 | $154.1M |
| Amundi | 0.04% | Reduce -7.7% | 3,870,403 | $136.1M |
| Agf Management Ltd. | 0.60% | Reduce -8.3% | 3,446,160 | $132.9M |
| Bank of America Corp. | 0.01% | Reduce -12.8% | 3,772,871 | $129.9M |
| AustralianSuper Pty Ltd | 0.67% | Add +24.7% | 3,754,341 | $129.4M |
| Deutsche Bank AG | 0.04% | Reduce -14.5% | 3,466,430 | $119.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.10% | — | 3,394,634 | $116.9M |
| AQR Capital Management | 0.04% | Reduce -0.4% | 2,766,364 | $94.3M |
| UBS Group AG | 0.02% | Reduce -36.4% | 2,552,877 | $87.9M |
| Invesco Ltd. | 0.01% | Add +50.7% | 2,543,550 | $87.6M |
| Mufg Securities (canada), LTD. | 2.46% | Reduce -3.1% | 2,487,122 | $85.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.51% | Add +93.4% | 2,480,713 | $85.5M |
| Intact Investment Management Inc. | 2.42% | Add +4.9% | 2,467,191 | $85.0M |
| Quadrature Capital Ltd | 0.97% | Add +27.4% | 2,373,200 | $81.5M |
| Alberta Investment Management Corp | 0.55% | Reduce -15.8% | 2,323,084 | $80.0M |
| BlackRock, Inc. | 0.00% | Add +11.0% | 2,137,641 | $73.6M |
| Bridgewater Associates | 0.32% | Reduce -17.4% | 2,113,648 | $72.6M |
| DekaBank Deutsche Girozentrale | 0.12% | No change | 2,057,848 | $72.0M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +5.0% | 2,065,147 | $71.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 1,903,648 | $65.6M |
| FIL Ltd | 0.05% | Reduce -34.1% | 1,884,698 | $64.9M |
| Russell Investments Group, Ltd. | 0.07% | Add +25.8% | 1,882,609 | $64.5M |
| Hillsdale Investment Management Inc. | 1.75% | Add +161.9% | 1,866,622 | $64.3M |
| Aviva PLC | 0.11% | Add +3.0% | 1,848,199 | $63.5M |
| Van Eck Associates Corp. | 0.05% | Add +37.7% | 1,830,796 | $63.0M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +0.4% | 1,827,380 | $62.8M |
| Korea Investment CORP | 0.13% | Add +10.3% | 1,809,717 | $62.1M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 1,756,926 | $60.5M |
| Franklin Resources Inc. | 0.01% | Reduce -9.3% | 1,716,532 | $59.1M |
| Two Sigma Investments, LP | 0.05% | Reduce -21.5% | 1,686,870 | $58.1M |
| Clearbridge Investments, LLC | 0.05% | Add +0.3% | 1,538,713 | $53.0M |
| Value Partners Investments Inc. | 3.98% | Reduce 0.0% | 1,518,899 | $52.2M |
| Guardian Capital LP | 1.33% | Reduce -3.4% | 1,465,476 | $50.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.10% | Add +2.0% | 1,379,725 | $47.4M |
| GMO | 0.12% | Reduce -1.6% | 1,371,676 | $47.2M |
| Nuveen, LLC | 0.01% | Reduce -0.6% | 1,355,879 | $46.6M |
| Neuberger Berman Group LLC | 0.04% | Reduce -1.8% | 1,362,884 | $46.1M |
| Todd Asset Management LLC | 0.84% | Add +0.9% | 1,252,508 | $43.1M |
| First Trust Advisors LP | 0.03% | Add +1.3% | 1,175,854 | $40.5M |
| Renaissance Technologies | 0.06% | Add +189.8% | 1,125,424 | $38.8M |
| Canerector Inc. | 18.16% | Add +27.0% | 800,000 | $38.3M |
| American Century Companies Inc. | 0.02% | Add +0.4% | 1,096,834 | $37.8M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 2.71% | Reduce -15.9% | 1,094,428 | $37.7M |
| Addenda Capital Inc. | 1.03% | Reduce -0.8% | 764,467 | $36.6M |
| Public Sector Pension Investment Board | 0.11% | Add +312.6% | 1,058,887 | $36.5M |
| Picton Mahoney Asset Management | 0.38% | Reduce -44.2% | 1,058,547 | $36.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +517.3% | 1,010,344 | $34.8M |
| SEB Asset Management AB | 0.14% | — | 976,488 | $33.5M |
| Jones Financial Companies LLLP | 0.02% | Add +14.8% | 985,085 | $33.1M |
| Barclays PLC | 0.01% | Reduce -43.3% | 961,748 | $33.1M |
| State of Tennessee, Department of Treasury | 0.11% | Reduce -6.1% | 960,491 | $33.0M |
| Achmea Investment Management B.V. | 0.82% | Reduce -0.7% | 910,146 | $31.3M |
| Wellington Management Group LLP | 0.01% | Reduce -16.9% | 909,682 | $31.2M |
| Vanguard Investments Australia, Ltd. | 0.08% | — | 835,325 | $28.8M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.43% | Add +26.6% | 833,547 | $28.6M |
| Bank of Nova Scotia Trust Co. | 2.42% | Add +2.3% | 817,126 | $28.1M |
| Focus Partners Wealth | 0.03% | Add +2.4% | 815,597 | $28.1M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 753,560 | $26.0M |
| Millennium Management | 0.02% | Add +27.5% | 754,016 | $25.9M |
| APG Asset Management N.V. | 0.08% | Reduce -1.4% | 859,620 | $25.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 2.57% | Reduce -0.9% | 688,793 | $24.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +8.2% | 687,432 | $23.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.3% | 693,345 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.7% | 668,272 | $23.0M |
| Mn Services Vermogensbeheer B.V. | 0.15% | Reduce -1.4% | 659,556 | $22.6M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -3.7% | 654,036 | $22.5M |
| Citigroup Inc. | 0.01% | Reduce -26.9% | 646,834 | $22.2M |
| OMERS ADMINISTRATION Corp | 0.14% | Reduce -74.5% | 637,706 | $21.9M |
| Purpose Unlimited Inc. | 0.88% | Add +166.1% | 614,406 | $21.1M |
| LPL Financial LLC | 0.01% | Reduce -5.2% | 610,647 | $21.0M |
| Sienna Gestion | 1.34% | No change | 604,039 | $20.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -5.5% | 584,081 | $20.1M |
| Crestwood Advisors Group, LLC | 0.34% | Add +39.2% | 580,272 | $20.0M |
| Candriam S.C.A. | 0.10% | Reduce -20.3% | 570,607 | $19.6M |
| Lazard Asset Management LLC | 0.03% | Add +2001.4% | 537,669 | $18.5M |
| Lombard Odier Asset Management (Europe) Ltd | 1.51% | Reduce -22.2% | 535,006 | $18.4M |
| State of Wisconsin Investment Board | 0.04% | Reduce -11.1% | 529,140 | $18.2M |
| Promethos Capital, LLC | 4.76% | Add +0.2% | 514,005 | $17.7M |
| Creative Planning | 0.01% | Add +47.8% | 513,474 | $17.7M |
| Kepler Cheuvreux (Suisse) SA | 1.15% | Reduce -16.7% | 361,673 | $17.3M |
| Citadel Advisors | 0.01% | Add +116.7% | 478,356 | $16.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -15.8% | 476,562 | $16.4M |
| Cardinal Point Capital Management ULC | 0.99% | Add +1.4% | 471,351 | $16.2M |
| SIG North Trading, ULC | 3.23% | Add +23.7% | 467,903 | $16.1M |
| Delaney Capital Management Ltd. | 2.57% | Add +1.1% | 465,948 | $16.0M |
| Heathbridge Capital Management Ltd. | 5.70% | Reduce -0.6% | 456,500 | $15.7M |
| O'shaughnessy Asset Management, LLC | 0.08% | Reduce -51.7% | 441,493 | $15.2M |
| Jane Street Group, LLC | 0.02% | Add +40.0% | 436,793 | $15.0M |
| Assetmark, Inc. | 0.03% | Add +2.4% | 425,116 | $14.6M |
| Northwest & Ethical Investments L.P. | 0.33% | Reduce -3.1% | 418,622 | $14.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -57.9% | 418,347 | $14.4M |
| Cidel Asset Management Inc. | 0.78% | Add +1.3% | 416,206 | $14.3M |
| Grace & White Inc. | 2.53% | Reduce -0.5% | 410,003 | $14.1M |
| FMR LLC | 0.00% | Add +1.7% | 406,169 | $14.0M |
| Varma Mutual Pension Insurance Co | 0.08% | No change | 400,339 | $13.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.07% | Add +1.4% | 391,082 | $13.4M |
| Oddo BHF Asset Management Sas | 0.53% | Add +4.3% | 276,900 | $13.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.10% | No change | 365,000 | $12.6M |
| Quantinno Capital Management LP | 0.02% | Add +37.7% | 361,523 | $12.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.12% | Reduce -2.3% | 360,133 | $12.4M |
| Crossmark Global Holdings, Inc. | 0.17% | Add +395.2% | 335,310 | $11.5M |
| Susquehanna Fundamental Investments, LLC | 0.38% | Add +12.0% | 294,100 | $10.1M |
| USS Investment Management Ltd | 0.04% | No change | 279,167 | $9.6M |
| Foster & Motley Inc. | 0.48% | Reduce -1.7% | 268,438 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +25.6% | 260,321 | $9.0M |
| Intech Investment Management LLC | 0.09% | Reduce -17.2% | 257,359 | $8.8M |
| Investment Management Corp of Ontario | 0.11% | Add +15.6% | 238,770 | $8.2M |
| Point72 Asset Management | 0.01% | Reduce -50.4% | 233,618 | $8.0M |
| Genus Capital Management Inc. | 0.91% | Reduce -22.1% | 232,240 | $8.0M |
| Natixis | 0.03% | Reduce -20.0% | 219,069 | $7.5M |
| Lorne Steinberg Wealth Management Inc. | 1.77% | Add +1.3% | 217,164 | $7.5M |
| US Bancorp \de | 0.01% | Reduce -4.5% | 216,214 | $7.4M |
| JCIC Asset Management Inc. | 2.26% | Add +1.4% | 215,019 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +5.9% | 211,074 | $7.3M |
| Gold Investment Management Ltd. | 2.19% | Add +1.8% | 205,413 | $7.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -95.0% | 201,041 | $6.9M |
| Guardian Partners Inc. | 0.57% | Add +2.5% | 196,504 | $6.8M |
| Ritholtz Wealth Management | 0.12% | Add +5.4% | 194,430 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +7.7% | 192,595 | $6.6M |
| Maryland State Retirement & Pension System | 0.13% | Add +6.3% | 190,135 | $6.6M |
| Mariner, LLC | 0.01% | Add +6.7% | 188,908 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Add +71.7% | 152,190 | $6.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +26.8% | 188,291 | $6.5M |
| Utah Retirement Systems | 0.06% | Reduce -3.9% | 183,873 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Add +6.6% | 181,952 | $6.3M |
| Avanza Fonder AB | 0.17% | No change | 127,025 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 165,515 | $6.0M |
| Aviso Financial Inc. | 0.21% | Reduce -8.1% | 168,199 | $5.8M |
| Triasima Portfolio Management inc. | 0.87% | Add +1015.3% | 168,329 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -44.5% | 159,241 | $5.5M |
| Cerity Partners LLC | 0.01% | Add +2.6% | 155,759 | $5.4M |
| Burkett Asset Management Ltd | 4.84% | Add +1.4% | 142,830 | $4.9M |
| Affinity Wealth Management LLC | 0.71% | Add +2.1% | 136,863 | $4.7M |
| Public Employees Retirement System of Ohio | 0.02% | Add +10.2% | 136,509 | $4.7M |
| Vontobel Holding Ltd. | 0.02% | Reduce -9.6% | 134,905 | $4.6M |
| Bessemer Group Inc. | 0.01% | Add +1.0% | 134,475 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.4% | 133,583 | $4.6M |
| Voleon Capital Management LP | 0.10% | Reduce -3.7% | 133,291 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +12.8% | 131,076 | $4.5M |
| Arjuna Capital | 1.14% | Add +1.5% | 130,216 | $4.5M |
| Gulf International Bank (UK) Ltd | 0.10% | Add +51.1% | 129,058 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +576.3% | 126,534 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.5% | 125,305 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.2% | 121,900 | $4.2M |
| Osmosis Investment Management UK Ltd | 0.11% | Reduce -0.8% | 121,046 | $4.2M |
| BNP Paribas | 0.13% | Add +781.5% | 119,045 | $4.1M |
| Trustmark Bank Trust Department | 0.26% | Add +2.8% | 119,254 | $4.1M |
| Campbell & CO Investment Adviser LLC | 0.23% | New | 118,086 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +8.2% | 111,564 | $3.8M |
| Vident Advisory, LLC | 0.03% | Add +116.3% | 109,465 | $3.8M |
| Harvest Portfolios Group Inc. | 0.06% | Add +22.1% | 107,492 | $3.7M |
| Rathbones Group PLC | 0.01% | Add +0.9% | 107,799 | $3.7M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +0.8% | 104,571 | $3.6M |
| Corient Private Wealth LP | 0.01% | Reduce -8.0% | 103,415 | $3.5M |
| Barometer Capital Management Inc. | 1.21% | New | 73,700 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +5.2% | 102,389 | $3.5M |
| Prudential PLC | 0.03% | Reduce -15.8% | 102,343 | $3.5M |
| PCJ Investment Counsel Ltd. | 0.99% | Reduce -5.8% | 100,761 | $3.5M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.2% | 100,123 | $3.4M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -0.5% | 99,919 | $3.4M |
| BCV Asset Management Inc. | 0.12% | Add +241.0% | 100,477 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -2.5% | 99,375 | $3.4M |
| Spinnaker Trust | 0.19% | Reduce -0.8% | 98,279 | $3.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.04% | Reduce -33.9% | 97,900 | $3.3M |
| Vise Technologies, Inc. | 0.07% | No change | 91,662 | $3.3M |
| Susquehanna Advisors Group, Inc. | 0.22% | No change | 95,700 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.4% | 93,498 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -8.9% | 92,838 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 89,112 | $3.1M |
| &partners | 0.01% | Add +32.6% | 88,132 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.8% | 87,708 | $3.0M |
| Generali Asset Management SPA SGR | 0.06% | Add +21.1% | 62,523 | $3.0M |
| Claret Asset Management Corp | 0.36% | Reduce -0.3% | 86,392 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.5% | 85,074 | $2.9M |
| Fifth Third Bancorp | 0.01% | Reduce -2.9% | 80,232 | $2.8M |
| OpenArc Corporate Advisory, LLC | 0.04% | Add +0.2% | 79,411 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.1% | 79,197 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +4.3% | 78,323 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -22.1% | 77,068 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -0.6% | 77,052 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +5.3% | 76,421 | $2.6M |
| Credit Agricole S A | 0.01% | Add +10.6% | 76,391 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +8.0% | 75,835 | $2.6M |
| Walleye Trading LLC | 0.05% | Add +4828.9% | 73,243 | $2.5M |
| Callan Family Office, LLC | 0.06% | No change | 72,802 | $2.5M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -7.8% | 70,905 | $2.4M |
| Numerai GP LLC | 0.24% | Reduce -31.3% | 70,865 | $2.4M |
| Argent Trust Co | 0.08% | Reduce -27.8% | 70,362 | $2.4M |
| Assenagon Asset Management S.A. | 0.00% | Add +2.0% | 70,329 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +0.7% | 69,982 | $2.4M |
| LMG Wealth Partners, LLC | 0.42% | Add +5.7% | 66,530 | $2.3M |
| Metis Global Partners, LLC | 0.06% | Reduce -6.0% | 66,537 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.7% | 63,800 | $2.2M |
| Quadrant Capital Group LLC | 0.06% | Add +5.4% | 62,382 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -6.9% | 62,380 | $2.1M |
| Erste Asset Management GmbH | 0.02% | Reduce -1.5% | 64,000 | $2.1M |
| Keybank National Association | 0.01% | Add +11.1% | 60,500 | $2.1M |
| Americana Partners, LLC | 0.05% | Add +1.4% | 59,920 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -39.8% | 58,891 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Add +1.9% | 58,203 | $2.0M |
| Signaturefd, LLC | 0.03% | Add +1.9% | 57,000 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -19.6% | 56,609 | $1.9M |
| DGS Capital Management, LLC | 0.32% | Reduce -5.7% | 56,251 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +122.8% | 55,845 | $1.9M |
| BayBridge Capital Group, LLC | 1.17% | No change | 52,228 | $1.9M |
| Pacifica Partners Inc. | 0.63% | Add +37.9% | 54,858 | $1.9M |
| ASR Vermogensbeheer N.V. | 0.02% | No change | 54,570 | $1.9M |
| Westerkirk Capital Inc. | 0.20% | Add +5.2% | 54,250 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +0.4% | 53,713 | $1.8M |
| PDT Partners, LLC | 0.11% | Reduce -48.6% | 53,488 | $1.8M |
| Independent Advisor Alliance | 0.02% | Reduce -5.4% | 53,013 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 50,813 | $1.8M |
| Moors & Cabot, Inc. | 0.07% | No change | 50,754 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.6% | 49,972 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -3.9% | 49,345 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 6,237 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +15.7% | 48,477 | $1.7M |
| Evergreen Capital Management LLC | 0.04% | Reduce -1.8% | 48,229 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.1% | 46,638 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | No change | 33,300 | $1.6M |
| Choreo, LLC | 0.02% | Add +0.5% | 46,303 | $1.6M |
| Stamos Capital Partners, L.P. | 0.25% | Add +20.6% | 46,131 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.0% | 45,486 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 40,423 | $1.6M |
| Caprock Group, LLC | 0.04% | Reduce -0.2% | 44,412 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -6.5% | 44,200 | $1.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.06% | Reduce -10.5% | 43,941 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -2.6% | 43,432 | $1.5M |
| Sageworth Trust Co | 0.06% | No change | 43,048 | $1.5M |
| Quantbot Technologies LP | 0.06% | Reduce -1.9% | 42,933 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +2.3% | 42,205 | $1.5M |
| Commerce Bank | 0.01% | Add +152.6% | 41,467 | $1.4M |
| Hollencrest Capital Management | 0.05% | No change | 40,786 | $1.4M |
| Sterling Capital Management LLC | 0.03% | Reduce -10.7% | 40,602 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +67.8% | 40,217 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +3.3% | 40,057 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -42.6% | 40,062 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -4.4% | 39,193 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -5.5% | 38,714 | $1.3M |
| Advisory Resource Group | 0.23% | Reduce -3.9% | 38,320 | $1.3M |
| Kovack Advisors, Inc. | 0.07% | Reduce -0.2% | 37,109 | $1.3M |
| F/m Investments LLC | 0.08% | Reduce -48.0% | 37,061 | $1.3M |
| Magnetar Financial LLC | 0.01% | Reduce -24.6% | 36,150 | $1.2M |
| Little House Capital LLC | 0.31% | Reduce -1.9% | 35,405 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -34.7% | 34,370 | $1.2M |
| PFG Advisors | 0.06% | Add +14.8% | 33,564 | $1.2M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -3.0% | 33,391 | $1.2M |
| Invst, LLC | 0.13% | Reduce -9.7% | 32,880 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +72.1% | 32,772 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +33.1% | 32,235 | $1.1M |
| K.J. Harrison & Partners Inc | 0.18% | Reduce -0.7% | 32,261 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | Add +86.6% | 31,788 | $1.1M |
| Emerald Investment Advisers, LLC | 0.10% | — | 31,735 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +14.0% | 31,608 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +115.9% | 31,578 | $1.1M |
| Plato Investment Management Ltd | 0.07% | Reduce -0.1% | 31,413 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +1.2% | 31,052 | $1.1M |
| Westco Advisory Services Inc. | 0.68% | Reduce -3.4% | 30,683 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 31,164 | $1.1M |
| Nwam LLC | 0.06% | No change | 30,605 | $1.1M |
| Norden Group LLC | 0.10% | Add +0.2% | 30,507 | $1.1M |
| Cigna Investments Inc. | 0.16% | Reduce -3.0% | 29,885 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -13.6% | 29,704 | $1.0M |
| Burney Co./ | 0.03% | Add +48.9% | 29,582 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +185.1% | 29,435 | $1.0M |
| Bleakley Financial Group, LLC | 0.02% | Add +14.4% | 29,275 | $1.0M |
| Tacita Capital Inc | 0.60% | Add +0.1% | 29,293 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -12.0% | 28,428 | $979K |
| Wealth Architects, LLC | 0.09% | No change | 28,090 | $967K |
| Sumitomo Life Insurance Co. | 0.02% | Add +2.2% | 27,813 | $958K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +2.2% | 27,813 | $958K |
| Midwest Professional Planners, LTD. | 0.22% | Add +1.1% | 27,702 | $954K |
| Hoge Financial Services, LLC | 0.49% | Reduce -16.4% | 26,747 | $921K |
| Summit Global Investments | 0.05% | Add +4.8% | 26,519 | $913K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.4% | 25,795 | $888K |
| Archer Investment Corp | 0.19% | No change | 25,700 | $885K |
| Coastline Trust Co | 0.09% | Reduce -4.2% | 25,650 | $883K |
| Empowered Funds, LLC | 0.01% | New | 25,609 | $882K |
| Savvy Advisors, Inc. | 0.02% | Add +16.7% | 25,575 | $881K |
| AlphaCore Capital LLC | 0.02% | Reduce -36.7% | 25,154 | $866K |
| Wedbush Securities Inc. | 0.03% | Add +10.8% | 24,902 | $858K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.7% | 24,334 | $838K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 24,066 | $829K |
| Acadian Asset Management LLC | 0.00% | Reduce -98.1% | 24,116 | $826K |
| SG Americas Securities, LLC | 0.00% | Reduce -43.9% | 23,945 | $825K |
| Maverick Capital | 0.01% | New | 23,875 | $823K |
| Apollon Wealth Management, LLC | 0.01% | Add +15.9% | 23,634 | $814K |
| TD Private Client Wealth LLC | 0.02% | Add +4.1% | 23,254 | $801K |
| Wellington-Altus USA Inc. | 0.46% | Add +125.2% | 18,577 | $786K |
| Gateway Investment Advisers LLC | 0.01% | Add +13.5% | 22,801 | $785K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -0.3% | 22,616 | $779K |
| World Investment Advisors | 0.01% | Reduce -1.3% | 22,599 | $778K |
| Montag A & Associates Inc. | 0.04% | Reduce -0.5% | 22,279 | $767K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -1.7% | 21,893 | $754K |
| Syon Capital LLC | 0.04% | Add +2.7% | 21,376 | $736K |
| Hilltop National Bank | 0.17% | Reduce -1.3% | 21,169 | $729K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 20,868 | $719K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.2% | 20,697 | $713K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.5% | 20,616 | $710K |
| Blair William & Co. | 0.00% | Add +9.6% | 20,520 | $707K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +147.4% | 20,441 | $704K |
| Cumberland Partners Ltd | 0.05% | Add +89.0% | 19,962 | $686K |
| Huntington National Bank | 0.01% | Reduce -1.9% | 19,703 | $679K |
| One Wealth Advisors, LLC | 0.08% | Add +2.1% | 19,569 | $674K |
| Trek Financial, LLC | 0.04% | Add +22.4% | 19,392 | $668K |
| Yousif Capital Management, LLC | 0.01% | No change | 19,366 | $667K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.5% | 19,282 | $664K |
| TCTC Holdings, LLC | 0.02% | No change | 19,259 | $663K |
| Boothe Investment Group, Inc. | 0.21% | No change | 19,076 | $657K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.2% | 18,810 | $648K |
| Summitry LLC | 0.02% | Add +4.3% | 18,650 | $642K |
| Glenmede Trust Co. NA | 0.00% | Add +2.5% | 18,462 | $636K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -7.4% | 17,768 | $625K |
| Moss Adams Wealth Advisors LLC | 0.05% | Add +5.4% | 18,053 | $622K |
| Squarepoint Ops LLC | 0.00% | Add +45.0% | 18,045 | $621K |
| Expressive Wealth LLC | 0.59% | Reduce -17.8% | 15,499 | $619K |
| One Capital Management, LLC | 0.02% | No change | 18,022 | $619K |
| EP Wealth Advisors, LLC | 0.00% | Add +22.9% | 17,744 | $611K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -67.9% | 17,650 | $608K |
| Fideuram Asset Management (Ireland) dac | 0.08% | New | 11,739 | $605K |
| Principal Securities, Inc. | 0.01% | Add +9.3% | 17,496 | $603K |
| Inspire Advisors, LLC | 0.05% | Reduce -9.2% | 17,439 | $601K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +3.9% | 17,012 | $586K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.8% | 14,596 | $584K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 16,946 | $584K |
| NewEdge Wealth, LLC | 0.01% | Reduce -26.6% | 16,825 | $579K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 16,054 | $553K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 15,840 | $546K |
| Eddie Patel Inc | 0.42% | Reduce -22.5% | 15,742 | $542K |
| Sei Investments Co. | 0.00% | Add +21.1% | 15,636 | $539K |
| 111 Capital | 0.13% | Reduce -20.7% | 15,609 | $538K |
| Fayez Sarofim & Co | 0.00% | No change | 15,593 | $537K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.4% | 15,438 | $532K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -12.1% | 15,369 | $529K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 15,300 | $527K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.1% | 15,259 | $526K |
| Integrated Advisors Network LLC | 0.03% | Reduce -79.0% | 15,020 | $517K |
| Engineers Gate Manager LP | 0.01% | Reduce -68.8% | 15,010 | $517K |
| Equitable Holdings, Inc. | 0.00% | Add +2.8% | 14,251 | $517K |
| Financial & Tax Architects, LLC | 0.11% | New | 14,949 | $515K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +46.1% | 14,766 | $509K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.8% | 14,631 | $504K |
| Kathmere Capital Management, LLC | 0.03% | Add +1.3% | 14,605 | $503K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -2.5% | 14,254 | $491K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.3% | 14,238 | $490K |
| Bridges Investment Management Inc. | 0.01% | Reduce -11.5% | 14,191 | $489K |
| Sivia Capital Partners, LLC | 0.09% | Add +104.8% | 14,111 | $486K |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,988 | $482K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -4.7% | 13,750 | $474K |
| Clearstead Advisors, LLC | 0.00% | Add +56.1% | 13,741 | $473K |
| HUB Investment Partners, LLC | 0.01% | Add +2.3% | 13,425 | $462K |
| Burke & Herbert Bank & Trust Co. | 0.13% | No change | 13,286 | $458K |
| Allworth Financial LP | 0.00% | Add +10.9% | 13,254 | $456K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +98.0% | 13,138 | $452K |
| RNC Capital Management LLC | 0.02% | Reduce -0.4% | 13,039 | $449K |
| Independent Financial Group, LLC | 0.01% | Add +9.2% | 13,020 | $448K |
| Ascent Group, LLC | 0.02% | Add +2.6% | 12,823 | $442K |
| Elevated Financial Group LLC | 0.14% | Add +3.1% | 12,555 | $432K |
| MAI Capital Management | 0.00% | Add +40.7% | 12,510 | $431K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.8% | 12,486 | $430K |
| Baader Bank Aktiengesellschaft | 0.04% | Reduce -17.7% | 12,706 | $427K |
| Viewpoint Investment Partners Corp. | 0.20% | New | 12,184 | $426K |
| Yanni & Associates Investment Advisors, LLC | 0.43% | No change | 12,157 | $419K |
| Baron Wealth Management LLC | 0.13% | No change | 12,141 | $418K |
| Wealth Alliance, LLC | 0.04% | Reduce -3.3% | 12,113 | $417K |
| Capula Management Ltd | 0.00% | New | 12,073 | $416K |
| Curi Capital, LLC | 0.01% | Add +11.7% | 12,038 | $415K |
| Websterrogers Financial Advisors, LLC | 0.12% | No change | 12,026 | $414K |
| Fiera Capital Corp | 0.00% | Reduce -8.8% | 11,952 | $411K |
| Brown, Lisle/Cummings, Inc. | 0.10% | Reduce -6.7% | 11,925 | $411K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 11,794 | $406K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.8% | 11,636 | $405K |
| Bragg Financial Advisors, Inc | 0.01% | Add +0.1% | 11,670 | $402K |
| O'ROURKE & COMPANY, Inc | 0.16% | Reduce -6.1% | 11,552 | $398K |
| Louisbourg Investments Inc. | 0.08% | No change | 11,565 | $398K |
| Resources Management Corp. /CT/ | 0.05% | Reduce -1.9% | 11,520 | $397K |
| PDS Planning, Inc | 0.03% | No change | 11,526 | $397K |
| Stephens Inc. | 0.00% | Reduce -3.9% | 11,459 | $395K |
| CoreCap Advisors, LLC | 0.01% | Reduce -8.8% | 11,368 | $392K |
| Park Avenue Securities LLC | 0.00% | Reduce -52.6% | 11,346 | $391K |
| Spirepoint Private Client, LLC | 0.04% | Add +0.9% | 11,320 | $390K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.5% | 11,304 | $389K |
| Asahi Life Asset Management Co., LTD. | 0.25% | Add +39.4% | 11,259 | $387K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +412.5% | 11,218 | $386K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -0.0% | 11,217 | $386K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -16.4% | 11,025 | $380K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 10,981 | $378K |
| First Nebraska Trust Co | 0.03% | No change | 10,950 | $377K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -26.9% | 10,576 | $377K |
| Councilmark Asset Management, LLC | 0.22% | No change | 10,886 | $375K |
| Lewis Asset Management, LLC | 0.15% | Add +7.5% | 10,874 | $375K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +47.6% | 10,848 | $372K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.17% | Add +2.0% | 10,757 | $369K |
| State of Wyoming | 0.04% | Reduce -60.0% | 10,740 | $369K |
| Scientech Research LLC | 0.31% | Add +70.1% | 10,647 | $367K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -5.7% | 10,592 | $365K |
| First Affirmative Financial Network | 0.14% | — | 10,552 | $363K |
| Jain Global LLC | 0.00% | New | 10,500 | $362K |
| Haven Private, LLC | 0.16% | Add +1.3% | 10,423 | $359K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 10,326 | $356K |
| First National Bank & Trust Co. of Newtown | 0.08% | Reduce -5.4% | 10,306 | $355K |
| Strategic Investment Advisors / MI | 0.02% | Reduce -3.4% | 10,219 | $352K |
| Bridgewater Advisors Inc. | 0.02% | Add +3.3% | 8,675 | $346K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +10.2% | 9,874 | $340K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 9,850 | $339K |
| Fiduciary Wealth Partners, LLC | 0.22% | No change | 9,828 | $338K |
| Brighton Jones LLC | 0.01% | New | 9,742 | $336K |
| Hendershot Investments Inc. | 0.04% | Add +62.0% | 9,657 | $333K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 9,477 | $326K |
| American National Bank & Trust | 0.03% | No change | 9,429 | $325K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 9,424 | $325K |
| D.A. Davidson & Co. | 0.00% | Add +12.8% | 9,418 | $324K |
| QRG Capital Management, Inc. | 0.00% | Add +33.6% | 9,381 | $323K |
| Greenleaf Trust | 0.00% | Add +11.6% | 9,371 | $323K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 9,350 | $322K |
| Westwood Holdings Group Inc. | 0.00% | No change | 9,343 | $322K |
| Parallel Advisors, LLC | 0.01% | Add +34.8% | 9,285 | $320K |
| GF Fund Management Co. LTD. | 0.01% | No change | 9,279 | $320K |
| Ethic Inc. | 0.01% | Add +29.5% | 9,225 | $318K |
| Lester Murray Antman dba SimplyRich | 0.08% | New | 9,158 | $315K |
| Versant Capital Management, Inc | 0.03% | Add +63.5% | 9,079 | $313K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -42.5% | 9,064 | $312K |
| Personal Cfo Solutions, LLC | 0.04% | Add +1.9% | 8,941 | $308K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -2.7% | 8,926 | $307K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -19.1% | 8,869 | $305K |
| Flputnam Investment Management Co. | 0.00% | Add +7.4% | 8,815 | $304K |
| Trust Co of the South | 0.05% | No change | 8,764 | $302K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,753 | $301K |
| MQS Management LLC | 0.20% | New | 8,733 | $301K |
| Haverford Trust Co | 0.00% | No change | 8,703 | $300K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -1.2% | 8,647 | $298K |
| Seven Mile Advisory | 0.21% | Add +0.5% | 8,641 | $298K |
| Community Bank & Trust, Waco, Texas | 0.06% | New | 8,529 | $294K |
| Arkadios Wealth Advisors | 0.00% | New | 8,470 | $292K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.2% | 8,426 | $290K |
| REAP Financial Group, LLC | 0.06% | No change | 8,423 | $290K |
| Faithward Advisors, LLC | 0.04% | Reduce -0.1% | 8,414 | $290K |
| Epoch Investment Partners, Inc. | 0.00% | New | 8,383 | $289K |
| Blue Trust, Inc. | 0.00% | Reduce -4.1% | 8,381 | $289K |
| Brooklyn Investment Group | 0.01% | New | 8,337 | $287K |
| Virtu Financial LLC | 0.01% | New | 8,325 | $287K |
| OneAscent Financial Services LLC | 0.02% | Add +11.0% | 8,296 | $286K |
| Old National Bancorp | 0.00% | Add +0.7% | 8,284 | $285K |
| Hamilton Wealth, LLC | 0.05% | No change | 8,016 | $276K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,014 | $276K |
| Stonebridge Capital Management Inc. | 0.13% | — | 8,000 | $276K |
| JMN Financial LLC | 0.27% | Reduce -37.3% | 7,957 | $274K |
| Apella Capital, LLC | 0.00% | New | 7,050 | $274K |
| Modern Wealth Management, LLC | 0.00% | Add +1.6% | 7,867 | $274K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.5% | 7,865 | $271K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -7.0% | 7,848 | $270K |
| Shelton Capital Management | 0.01% | Reduce -31.0% | 7,833 | $270K |
| J. Safra Sarasin Holding AG | 0.00% | Add +6.0% | 7,789 | $267K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,754 | $267K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.7% | 7,607 | $262K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -50.9% | 7,560 | $260K |
| Fiduciary Alliance LLC | 0.02% | New | 6,692 | $260K |
| Wealth Quarterback LLC | 0.10% | Add +0.9% | 7,497 | $258K |
| Center for Financial Planning, Inc. | 0.03% | Add +8.2% | 7,487 | $258K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 7,480 | $258K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -7.8% | 7,478 | $258K |
| Alaska Wealth Advisors, LLC | 0.03% | No change | 7,469 | $257K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 7,395 | $255K |
| Allianz SE | 0.00% | Reduce -69.5% | 7,405 | $254K |
| Fisher Asset Management | 0.00% | New | 7,340 | $253K |
| Diversify Wealth Management, LLC | 0.00% | New | 6,579 | $251K |
| Crewe Advisors LLC | 0.02% | No change | 7,200 | $248K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.5% | 7,348 | $247K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.5% | 7,173 | $247K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -4.3% | 7,148 | $246K |
| LaFleur & Godfrey LLC | 0.03% | No change | 7,106 | $245K |
| Mitchell & Pahl Private Wealth, LLC | 0.10% | Reduce -0.2% | 7,100 | $245K |
| Larson Financial Group LLC | 0.01% | Reduce -1.5% | 7,097 | $244K |
| Sigma Planning Corp | 0.01% | Reduce -1.4% | 7,077 | $244K |
| ClearAlpha Technologies LP | 0.49% | New | 6,955 | $240K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,950 | $239K |
| Mustard Seed Financial, LLC | 0.14% | No change | 6,940 | $239K |
| Greenspring Advisors, LLC | 0.01% | New | 6,923 | $238K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.3% | 6,901 | $238K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.4% | 6,900 | $238K |
| Southland Equity Partners LLC | 0.05% | Add +1.6% | 6,872 | $237K |
| FMA Wealth Management, LLC | 0.16% | No change | 6,867 | $236K |
| C M Bidwell & Associates Ltd. | 0.11% | Reduce -0.3% | 6,812 | $235K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 6,794 | $234K |
| Saranac Partners Ltd | 0.10% | Reduce -14.7% | 4,810 | $232K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 6,745 | $232K |
| Cannell & Spears LLC | 0.00% | No change | 6,731 | $232K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 6,661 | $229K |
| Twin Tree Management, LP | 0.05% | New | 6,642 | $229K |
| Ieq Capital, LLC | 0.00% | Reduce -71.8% | 6,610 | $228K |
| HSBC Holdings PLC | 0.00% | New | 6,605 | $227K |
| XTX Topco Ltd | 0.00% | Reduce -90.0% | 6,548 | $226K |
| Insight 2811, Inc. | 0.10% | No change | 6,526 | $225K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -18.8% | 6,500 | $224K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.0% | 6,498 | $224K |
| Hunting Hill Global Capital, LLC | 0.27% | No change | 6,600 | $224K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 6,462 | $223K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +4.3% | 6,403 | $221K |
| McHugh Group, LLC | 0.13% | No change | 6,400 | $220K |
| Wealthedge Investment Advisors, LLC | 0.08% | No change | 6,367 | $219K |
| HFG Advisors, Inc. | 0.15% | No change | 6,367 | $219K |
| Keudell/Morrison Wealth Management | 0.04% | Reduce -7.4% | 6,341 | $218K |
| Bar Harbor Wealth Management | 0.01% | No change | 6,340 | $218K |
| Sowell Financial Services LLC | 0.01% | Add +0.5% | 6,300 | $217K |
| GoalVest Advisory LLC | 0.04% | Reduce -1.8% | 6,288 | $217K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,264 | $216K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.4% | 6,251 | $215K |
| Private Management Group Inc. | 0.01% | No change | 6,233 | $215K |
| Basecamp Wealth Advisors LLC | 0.04% | No change | 6,195 | $213K |
| Western Wealth Management, LLC | 0.01% | Add +5.4% | 6,192 | $213K |
| Retirement Planning Group, LLC | 0.01% | Reduce -8.2% | 6,085 | $210K |
| Meadow Creek Wealth Advisors LLC | 0.14% | No change | 6,060 | $209K |
| Wayfinding Financial, LLC | 0.09% | No change | 6,044 | $208K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,036 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | New | 6,024 | $207K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 5,376 | $207K |
| Estabrook Capital Management | 0.03% | No change | 6,000 | $207K |
| Anchor Capital Advisors LLC | 0.01% | No change | 6,000 | $207K |
| Arq Wealth Advisors, LLC | 0.04% | New | 5,963 | $205K |
| New England Capital Financial Advisors LLC | 0.06% | Add +0.1% | 5,951 | $205K |
| Rossby Financial, LCC | 0.04% | Add +6.3% | 5,877 | $204K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -61.1% | 5,862 | $202K |
| GHP Investment Advisors, Inc. | 0.01% | Add +143.8% | 5,851 | $202K |
| Five Oceans Advisors | 0.07% | No change | 5,817 | $200K |
| Rhumbline Advisers | 0.00% | Reduce -10.7% | 5,323 | $183K |
| Advisory Services Network, LLC | 0.00% | New | 5,143 | $177K |
| Group One Trading LLC | 0.01% | Add +203.9% | 5,093 | $175K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 5,063 | $174K |
| St Germain D J Co. Inc. | 0.01% | Add +27.5% | 4,939 | $170K |
| Private Trust Co. NA | 0.02% | Add +0.0% | 4,930 | $170K |
| Harbour Investments, Inc. | 0.00% | Add +131.9% | 4,900 | $169K |
| Cromwell Holdings LLC | 0.09% | No change | 4,768 | $164K |
| Bank of New Hampshire | 0.04% | Reduce -5.8% | 4,733 | $163K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,721 | $163K |
| Tompkins Financial Corp. | 0.01% | No change | 4,628 | $159K |
| First Horizon Corp. | 0.01% | Reduce -7.8% | 4,552 | $157K |
| HM Payson & Co. | 0.00% | No change | 4,308 | $148K |
| Arax Advisory Partners | 0.00% | Reduce -70.5% | 3,912 | $135K |
| Sachetta, LLC | 0.06% | Add +23.6% | 3,450 | $119K |
| Golden State Wealth Management, LLC | 0.01% | Add +176.7% | 3,210 | $111K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.7% | 3,121 | $107K |
| Colonial Trust Advisors | 0.01% | No change | 3,081 | $106K |
| LGT Financial Advisors LLC | 0.52% | No change | 2,955 | $102K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.5% | 2,931 | $101K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,822 | $97K |
| Capital Analysts, LLC | 0.00% | Reduce -6.0% | 2,829 | $97K |
| SHP Wealth Management | 0.01% | No change | 2,749 | $95K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,709 | $93K |
| IFP Advisors, Inc | 0.00% | Reduce -1.0% | 2,650 | $91K |
| Oslo Pensjonsforsikring AS | 0.01% | — | 2,600 | $89K |
| Entrust Financial LLC | 0.06% | No change | 2,543 | $88K |
| UMB Bank, n.a. | 0.00% | No change | 2,502 | $86K |
| IFG Advisory, LLC | 0.25% | New | 2,500 | $86K |
| Hughes Financial Services, LLC | 0.01% | No change | 2,477 | $85K |
| Legacy Bridge, LLC | 0.03% | No change | 2,460 | $85K |
| RMG Wealth Management LLC | 0.01% | No change | 2,101 | $84K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -1.9% | 2,422 | $83K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.2% | 2,389 | $82K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,347 | $82K |
| Financial Freedom, LLC | 0.04% | No change | 2,318 | $80K |
| Vanguard National Trust Co | 0.01% | — | 2,315 | $80K |
| Spire Wealth Management | 0.00% | No change | 2,296 | $79K |
| Danske Bank A/S | 0.00% | Reduce -69.8% | 2,298 | $79K |
| Creative Financial Designs Inc. | 0.00% | Add +0.1% | 2,278 | $78K |
| MTM Investment Management, LLC | 0.02% | Add +0.1% | 2,215 | $76K |
| Kozak & Associates, Inc. | 0.01% | No change | 2,000 | $75K |
| Dorato Capital Management | 0.05% | No change | 2,000 | $73K |
| Bfsg, LLC | 0.01% | Reduce -1.6% | 2,105 | $72K |
| LRI Investments, LLC | 0.01% | Reduce -12.9% | 2,093 | $72K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,078 | $72K |
| Colonial Trust Co / SC | 0.01% | No change | 2,053 | $71K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 2,014 | $69K |
| MCF Advisors LLC | 0.00% | No change | 2,000 | $69K |
| CENTRAL TRUST Co | 0.00% | No change | 1,928 | $66K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,894 | $65K |
| MidFirst Bank | 0.01% | Reduce -82.2% | 1,887 | $65K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -14.7% | 1,868 | $64K |
| Nemes Rush Group LLC | 0.01% | No change | 1,839 | $63K |
| V-Square Quantitative Management LLC | 0.01% | No change | 1,305 | $63K |
| Financial Perspectives, Inc | 0.02% | No change | 1,766 | $61K |
| Triumph Capital Management | 0.01% | Add +6.1% | 1,743 | $60K |
| WealthCollab, LLC | 0.02% | Reduce -5.1% | 1,740 | $60K |
| Ancora Advisors LLC | 0.00% | Reduce -7.5% | 1,659 | $57K |
| LOM Asset Management Ltd | 0.02% | No change | 1,190 | $57K |
| Southern Michigan Bank & Trust | 0.02% | — | 1,650 | $57K |
| EFG International AG | 0.00% | New | 1,650 | $57K |
| PFS Partners, LLC | 0.03% | No change | 1,648 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,632 | $56K |
| Graney & King, LLC | 0.03% | Add +0.1% | 1,623 | $56K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +1.0% | 1,587 | $55K |
| Barrett & Company, Inc. | 0.02% | No change | 1,535 | $53K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.0% | 1,510 | $52K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,446 | $50K |
| Millstone Evans Group, LLC | 0.03% | No change | 1,420 | $49K |
| Addison Advisors LLC | 0.01% | Add +18.9% | 1,411 | $49K |
| NFSG Corp | 0.01% | No change | 1,410 | $49K |
| Ossiam | 0.00% | Add +9.8% | 1,391 | $48K |
| Trust Co | 0.00% | No change | 1,373 | $47K |
| Mather Group, Llc. | 0.00% | New | 1,368 | $47K |
| Lanark Financial, Inc. | 0.00% | Reduce -12.9% | 1,353 | $47K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.9% | 1,348 | $46K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 1,318 | $45K |
| Vestor Capital, LLC | 0.00% | Add +220.4% | 1,317 | $45K |
| Manchester Capital Management LLC | 0.01% | No change | 1,270 | $44K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,248 | $43K |
| William B. Walkup & Associates, Inc. | 0.03% | No change | 1,368 | $43K |
| Accordant Advisory Group Inc | 0.03% | No change | 1,182 | $41K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -8.8% | 1,175 | $40K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 1,156 | $40K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,135 | $39K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,064 | $37K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,062 | $37K |
| Valued Wealth Advisors LLC | 0.01% | No change | 1,040 | $36K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,035 | $36K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.6% | 1,000 | $34K |
| Crews Bank & Trust | 0.01% | Add +33.4% | 998 | $34K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 985 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 984 | $34K |
| Main Street Group, LTD | 0.01% | New | 980 | $34K |
| Bare Financial Services, Inc | 0.01% | Add +5.3% | 937 | $32K |
| Grove Bank & Trust | 0.00% | No change | 926 | $32K |
| Mosley Wealth Management | 0.01% | New | 1,000 | $31K |
| Private Wealth Management Group, LLC | 0.01% | No change | 896 | $31K |
| West Financial Advisors, LLC | 0.01% | No change | 875 | $30K |
| Caldwell Trust Co | 0.00% | No change | 853 | $29K |
| CGC Financial Services, LLC | 0.01% | No change | 850 | $29K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 854 | $29K |
| CX Institutional | 0.00% | Reduce -16.1% | 851 | $29K |
| Heritage Wealth Advisors | 0.00% | No change | 838 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 817 | $28K |
| Pinney & Scofield, Inc. | 0.01% | No change | 810 | $28K |
| Sfam, LLC | 0.02% | No change | 775 | $27K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 762 | $26K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 762 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.1% | 765 | $26K |
| Core Alternative Capital | 0.01% | No change | 748 | $26K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 746 | $26K |
| Clearstead Trust, LLC | 0.00% | No change | 742 | $26K |
| First Pacific Financial | 0.00% | No change | 737 | $25K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 686 | $24K |
| Basepoint Wealth LLC | 0.01% | No change | 684 | $24K |
| Groupe la Francaise | 0.00% | New | 675 | $23K |
| Banque Transatlantique SA | 0.00% | New | 635 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +17.5% | 543 | $21K |
| Tobam | 0.01% | No change | 447 | $21K |
| Fortis Group Advisors, LLC | 0.00% | No change | 605 | $21K |
| Webster Bank, N. A. | 0.00% | No change | 605 | $21K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 643 | $21K |
| Sound Income Strategies, LLC | 0.00% | Reduce -8.8% | 570 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 564 | $19K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 555 | $19K |
| Tsfg, LLC | 0.00% | New | 550 | $19K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 550 | $19K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 548 | $19K |
| Piscataqua Savings Bank | 0.01% | No change | 545 | $19K |
| Key Financial Inc | 0.00% | No change | 536 | $18K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -21.2% | 534 | $18K |
| Operose Advisors LLC | 0.00% | New | 530 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 523 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 500 | $17K |
| True Link Financial Advisors, LLC | 0.00% | New | 498 | $17K |
| Dagco, Inc. | 0.00% | No change | 497 | $17K |
| Root Financial Partners, LLC | 0.00% | Reduce -40.5% | 488 | $17K |
| Bangor Savings Bank | 0.00% | No change | 458 | $16K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.9% | 454 | $16K |
| Missouri Trust & Investment Co | 0.00% | No change | 450 | $15K |
| JPL Wealth Management, LLC | 0.00% | New | 435 | $15K |
| Vision Retirement, LLC | 0.00% | Add +0.7% | 435 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.3% | 430 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 426 | $15K |
| Swiss Re Ltd. | 0.09% | No change | 408 | $14K |
| Union Savings Bank | 0.01% | No change | 390 | $13K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 386 | $13K |
| Financial Management Professionals, Inc. | 0.00% | No change | 379 | $13K |
| Eastern Bank | 0.00% | Reduce -61.0% | 378 | $13K |
| Gen-Wealth Partners Inc | 0.00% | No change | 372 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 372 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Add +157.3% | 368 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 350 | $12K |
| Bayforest Capital Ltd | 0.01% | New | 348 | $12K |
| Community Financial Services Group, LLC | 0.00% | New | 341 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 336 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -67.6% | 331 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 330 | $11K |
| First United Bank & Trust | 0.00% | No change | 327 | $11K |
| Darwin Wealth Management, LLC | 0.00% | Add +0.9% | 324 | $11K |
| Wealth Science Advisors LLC | 0.01% | New | 308 | $11K |
| Anfield Capital Management, LLC | 0.00% | New | 321 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 348 | $11K |
| Napier Financial, LLC | 0.00% | New | 311 | $11K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 295 | $10K |
| Highline Wealth Partners LLC | 0.00% | Reduce -0.7% | 294 | $10K |
| Smithfield Trust Co | 0.00% | No change | 298 | $10K |
| True Wealth Design, LLC | 0.00% | Add +104.2% | 290 | $10K |
| Country Trust Bank | 0.00% | No change | 289 | $10K |
| Centennial Bank | 0.00% | No change | 285 | $10K |
| Leo H. Evart, Inc. | 0.01% | — | 279 | $10K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -72.9% | 260 | $9K |
| TFC Financial Management, Inc. | 0.00% | New | 240 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -43.9% | 230 | $8K |
| Financial Consulate, Inc. | 0.00% | Add +2562.5% | 213 | $7K |
| Princeton Global Asset Management LLC | 0.00% | New | 212 | $7K |
| Zions Bancorporation, National Association | 0.00% | Reduce -54.9% | 209 | $7K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 180 | $6K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -7.3% | 177 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 160 | $6K |
| Nisa Investment Advisors, LLC | 0.00% | Add +52.7% | 171 | $6K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 169 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 169 | $6K |
| Cornerstone Financial Management LLC | 0.01% | Add +37.2% | 166 | $6K |
| CoreFirst Bank & Trust | 0.00% | No change | 160 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +75.6% | 137 | $5K |
| YANKCOM Partnership | 0.00% | No change | 132 | $5K |
| Leonteq Securities AG | 0.00% | Reduce -47.8% | 131 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 128 | $4K |
| CKW Financial Group | 0.00% | No change | 118 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 115 | $4K |
| Kilter Group LLC | 0.00% | Reduce -3.4% | 113 | $4K |
| Adirondack Trust Co. | 0.00% | Reduce -17.2% | 111 | $4K |
| North Star Investment Management Corp. | 0.00% | Add +34.6% | 109 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 108 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $3K |
| Penserra Capital Management LLC | 0.00% | Add +2.9% | 105 | $3K |
| Essential Partners LLC | 0.00% | No change | 70 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 60 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 79 | $2K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.3% | 71 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 49 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +15.4% | 45 | $2K |
| Quent Capital, LLC | 0.00% | No change | 40 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 38 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +22.6% | 38 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 34 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 31 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 35 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 28 | $964 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 27 | $930 |
| Essential Investment Partners LLC | 0.00% | No change | 10 | $344 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $34 |
| Optiver Holding B.V. | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is MFC's weight in each manager's 13F, not the share of Manulife Financial Corp. the manager owns.