Marsh & McLennan CosMRSH

13F holders, Q1 2024 (March 31)
1,443holders
9famous investors
$205.86avg. 13F price*

At the end of Q1 2024, 1,443 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings. The largest holders were Vanguard Group Inc. ($9.0B), BlackRock Inc. ($8.6B) and State Street Corp. ($4.3B). 9 famous investors held it, including Tom Gayner (1.4% of Markel Group's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Marsh & McLennan Cos
Sector
Finance
CUSIP
571748102
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions158$282.4M
Exits82$186.4M

Ownership 1,443 holders

Vanguard Group Inc. 0.18% Add +0.3% 43,917,270 $9.0B
BlackRock Inc. 0.20% Add +2.3% 41,958,346 $8.6B
State Street Corp. 0.19% Reduce -0.1% 20,968,401 $4.3B
Capital International Investors 0.83% Reduce -0.1% 19,952,473 $4.1B
FMR LLC 0.27% Reduce -1.3% 19,215,124 $4.0B
Capital World Investors 0.59% Add +0.0% 17,220,597 $3.5B
Wellington Management Group LLP 0.43% Reduce -4.3% 11,877,271 $2.4B
Massachusetts Financial Services Co. 0.69% Reduce -7.0% 11,264,852 $2.3B
T. Rowe Price Associates Inc. 0.27% Add +3.7% 10,624,073 $2.2B
Geode Capital Management, LLC 0.20% Add +5.9% 10,609,470 $2.2B
Ameriprise Financial Inc. 0.45% Add +2.6% 7,948,623 $1.6B
Bank of America Corp. 0.16% Add +18.4% 7,798,491 $1.6B
Mawer Investment Management Ltd. 6.79% Reduce -0.6% 7,113,494 $1.5B
Norges Bank 0.20% Add +10.0% 6,086,042 $1.3B
Morgan Stanley 0.10% Reduce -0.3% 6,070,102 $1.3B
Northern Trust Corp. 0.19% Reduce -4.3% 5,460,597 $1.1B
Nuveen Asset Management, LLC 0.29% Add +2.5% 4,693,226 $966.6M
JPMorgan Chase & Co. 0.09% Add +9.5% 4,653,869 $958.6M
Parnassus Investments, LLC 1.86% Reduce -1.0% 4,218,168 $868.9M
T. Rowe Price Investment Management, Inc. 0.51% Add +71.8% 4,047,528 $833.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.29% Reduce -4.1% 3,900,914 $803.5M
UBS Group AG 0.24% Add +2.9% 3,576,563 $736.7M
Legal & General Group Plc 0.21% Reduce -1.6% 3,571,448 $735.6M
Goldman Sachs Group Inc. 0.15% Reduce -4.5% 3,449,592 $710.5M
Artisan Partners Limited Partnership 1.03% Reduce -0.1% 3,448,374 $710.3M
Bank of New York Mellon Corp 0.14% Reduce -4.5% 3,420,795 $704.6M
Clearbridge Investments, LLC 0.55% Add +0.4% 3,350,649 $690.2M
Wells Fargo & Company 0.18% Add +0.8% 3,305,056 $680.8M
Lazard Asset Management LLC 0.88% Reduce -13.7% 3,237,013 $666.8M
Jensen Investment Management Inc. 5.01% Add +8.0% 3,186,076 $656.3M
California Public Employees Retirement System 0.45% Reduce -3.7% 3,125,541 $643.8M
Longview Partners (Guernsey) LTD 4.00% Reduce -2.7% 3,009,767 $620.0M
Primecap Management Co. 0.44% Reduce -0.8% 2,881,611 $593.6M
Deutsche Bank AG 0.27% Reduce -18.4% 2,828,757 $582.7M
Nippon Life Insurance Co. 22.45% No change 2,622,700 $540.2M
Charles Schwab Investment Management Inc. 0.12% Add +1.6% 2,622,523 $540.2M
Invesco Ltd. 0.11% Add +15.2% 2,389,961 $492.3M
Barclays PLC 0.22% Add +43.3% 2,376,331 $489.5M
Capital Research Global Investors 0.11% Add +5.7% 2,262,010 $465.9M
Janus Henderson Group PLC 0.24% Add +0.6% 2,142,400 $441.2M
Alphinity Investment Management Pty Ltd 3.59% Reduce -4.7% 1,966,588 $405.1M
Bahl & Gaynor LLC 2.14% Reduce -1.4% 1,863,556 $383.9M
Robeco Institutional Asset Management B.V. 0.83% Add +0.9% 1,863,417 $383.8M
Dimensional Fund Advisors LP 0.10% Add +3.7% 1,788,504 $368.4M
Montrusco Bolton Investments Inc. 3.67% Add +15.8% 1,708,923 $345.3M
Royal Bank of Canada 0.08% Add +3.8% 1,554,283 $320.2M
Amundi 0.14% Reduce -27.9% 1,580,828 $318.9M
Impax Asset Management Group plc 1.18% Add +8.6% 1,503,752 $309.0M
Swiss National Bank 0.21% Reduce -4.4% 1,476,600 $304.2M
Navera Investment Management Ltd. 5.67% Add +0.0% 1,404,770 $289.3M
Caisse de depot et placement du Quebec 0.69% Reduce -12.0% 1,391,480 $286.6M
Alliancebernstein L.P. 0.10% Reduce -10.2% 1,384,419 $285.2M
American Century Companies Inc. 0.18% Reduce -14.7% 1,378,222 $283.9M
Ako Capital LLP 3.72% Add +7.9% 1,275,051 $262.6M
Acadian Asset Management LLC 0.91% Reduce -22.2% 1,264,795 $260.5M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -1.2% 1,246,035 $256.7M
Credit Suisse AG/ 0.24% Add +2.9% 1,217,967 $250.9M
First Trust Advisors LP 0.25% Reduce -8.6% 1,199,684 $247.1M
Bank of Montreal 0.08% Reduce -14.3% 1,177,771 $242.2M
Findlay Park Partners LLP 2.20% Reduce -1.7% 1,164,167 $239.8M
DekaBank Deutsche Girozentrale 0.45% Reduce -0.4% 1,175,283 $239.7M
HSBC Holdings PLC 0.17% Add +18.1% 1,153,652 $237.5M
Storebrand Asset Management As 0.81% Add +1.0% 1,146,808 $236.2M
Qube Research & Technologies Ltd 0.41% Add +4.5% 1,111,338 $228.9M
FIL Ltd 0.21% Add +2.0% 1,051,803 $216.7M
Rhumbline Advisers 0.20% Reduce -0.1% 1,033,922 $213.0M
Polar Capital Holdings Plc 1.09% Add +5.2% 1,004,215 $206.8M
Envestnet Asset Management Inc. 0.08% Reduce -1.2% 1,000,244 $206.0M
Voloridge Investment Management, LLC 0.75% Add +24.7% 997,545 $205.5M
Manufacturers Life Insurance Company, The 0.19% Reduce -32.6% 978,456 $201.5M
W1M Investment Management Ltd 4.10% Add +5.9% 957,994 $197.2M
Aviva PLC 0.66% Add +2.4% 949,121 $195.5M
Jennison Associates LLC 0.13% Add +229.6% 932,452 $192.1M
Ninety One UK Ltd 0.53% Reduce -0.9% 918,936 $189.3M
Nordea Investment Management AB 0.22% Add +12.4% 906,976 $187.2M
Raymond James & Associates 0.13% Add +2.8% 902,278 $185.9M
National Pension Service 0.21% Add +2.2% 835,773 $172.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.70% Add +2.4% 832,258 $171.4M
California State Teachers Retirement System 0.21% Add +1.2% 824,404 $169.8M
Principal Financial Group Inc. 0.10% Reduce -0.7% 823,258 $169.6M
TD Asset Management Inc 0.16% Add +15.7% 811,988 $167.3M
Allianz Asset Management GmbH 0.27% Reduce -28.8% 773,306 $159.3M
New York State Common Retirement Fund 0.21% Reduce -1.0% 765,090 $157.6M
Capital Group Private Client Services, Inc. 1.60% Reduce -8.4% 759,556 $156.5M
Markel Group 1.41% Add +1.4% 694,000 $143.0M
Coho Partners, Ltd. 3.50% Reduce -9.9% 691,391 $142.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.16% Add +6.1% 671,493 $138.3M
Aberdeen Group plc 0.26% Add +1.7% 654,872 $134.9M
Assetmark, Inc. 0.44% Reduce -2.6% 653,985 $134.7M
Prudential Financial Inc. 0.19% Add +73.7% 651,368 $134.2M
Natixis Advisors, LLC 0.31% Add +6.5% 644,617 $132.8M
TrinityBridge Ltd 4.72% Add +7.5% 626,965 $129.1M
Schroder Investment Management Group 0.15% Add +2.4% 604,739 $124.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +19.3% 604,723 $124.5M
M&G PLC 0.82% — 574,531 $118.4M
CANADA LIFE ASSURANCE Co 0.23% Reduce -0.7% 553,546 $114.1M
PNC Financial Services Group, Inc. 0.08% Add +1.4% 552,070 $113.7M
Epoch Investment Partners, Inc. 0.50% Add +47.2% 542,808 $111.8M
Pictet Asset Management Holding SA 0.12% Reduce -9.4% 537,876 $110.8M
Degroof Petercam Asset Management 1.30% Add +19.3% 525,637 $108.3M
BNP Paribas Financial Markets 0.13% Reduce -0.5% 510,869 $105.2M
Bradley Foster & Sargent Inc. 1.89% Reduce -0.7% 509,042 $104.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.36% Reduce -15.4% 502,530 $103.5M
Intermede Investment Partners Ltd 2.10% Reduce -15.3% 499,151 $102.8M
Johnson Investment Counsel Inc. 1.06% Reduce -1.1% 475,328 $97.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% Reduce -40.5% 469,200 $96.6M
SG Americas Securities, LLC 0.50% Add +2623.2% 467,891 $96.4M
Bristol Gate Capital Partners Inc. 4.47% New 461,884 $95.1M
Russell Investments Group, Ltd. 0.15% Reduce -20.4% 458,884 $94.5M
Lord, Abbett & Co. LLC 0.30% No change 455,951 $93.9M
State Board of Administration of Florida Retirement System 0.22% Add +5.3% 554,980 $92.4M
CCLA Investment Management 1.41% Add +35.2% 446,288 $91.9M
APG Asset Management N.V. 0.16% Add +4.2% 479,821 $91.5M
Millennium Management 0.08% Add +112.5% 438,329 $90.3M
Birch Hill Investment Advisors LLC 4.39% Reduce -0.1% 437,581 $90.1M
Mariner, LLC 0.18% Add +2.8% 429,962 $88.6M
New York State Teachers Retirement System 0.18% Reduce -3.1% 421,442 $86.8M
Mackenzie Financial Corp. 0.12% Reduce -8.6% 407,132 $83.9M
Rathbones Group PLC 0.47% Add +81.4% 398,358 $82.1M
Truist Financial Corp. 0.12% Reduce -17.2% 393,004 $81.0M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -19.3% 390,353 $80.4M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -41.5% 382,561 $78.8M
Corient Private Wealth LP 0.14% Reduce -50.3% 378,284 $77.9M
Citigroup Inc. 0.08% Reduce -14.5% 372,812 $76.8M
Crawford Investment Counsel Inc. 1.43% Reduce -1.5% 371,980 $76.6M
Korea Investment CORP 0.19% Reduce -6.0% 362,752 $74.7M
Sei Investments Co. 0.11% Reduce -3.5% 354,970 $73.1M
Stifel Financial Corp. 0.08% Add +6.5% 352,591 $72.6M
Balyasny Asset Management L.P. 0.19% Add +6526.0% 348,328 $71.7M
Abn Amro Investment Solutions 1.20% Reduce -7.7% 335,033 $69.0M
Capital International, Inc. 0.92% Add +12.0% 329,975 $68.0M
AQR Capital Management 0.12% Add +3.5% 328,213 $67.6M
Nomura Asset Management Co. Ltd. 0.25% Add +18.7% 328,017 $67.6M
State of Wisconsin Investment Board 0.17% Reduce -1.6% 321,228 $66.2M
Erste Asset Management GmbH 0.88% Add +2.2% 315,769 $64.8M
Silvercrest Asset Management Group LLC 0.44% Add +0.9% 313,601 $64.6M
Baird Financial Group, Inc. 0.13% Add +2.3% 307,435 $63.3M
HighTower Advisors, LLC 0.10% Reduce -0.6% 297,816 $61.3M
Toronto Dominion Bank 0.09% Add +1.8% 294,095 $60.6M
Calamos Advisors LLC 0.42% Reduce -1.1% 283,245 $58.3M
Madison Asset Management, LLC 0.71% Add +2.1% 281,946 $58.1M
Swedbank AB 0.08% Add +1.1% 280,859 $57.9M
Bowen Hanes & Co. Inc. 1.65% Reduce -5.0% 280,826 $57.8M
Renaissance Technologies 0.09% Reduce -22.7% 280,019 $57.7M
State of New Jersey Common Pension Fund D 0.17% No change 278,655 $57.4M
Ensign Peak Advisors, Inc 0.10% Add +14.6% 277,128 $57.1M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -1.1% 273,524 $56.3M
Fifth Third Bancorp 0.22% Reduce -4.2% 273,200 $56.3M
Healthcare of Ontario Pension Plan Trust Fund 0.20% Reduce -48.5% 273,000 $56.2M
Unigestion Holding SA 2.74% Add +0.7% 272,406 $56.1M
Boston Trust Walden Corp 0.40% Reduce -1.0% 272,160 $56.1M
Van Lanschot Kempen Investment Management N.V. 0.69% Add +2.3% 270,738 $55.8M
Public Employees Retirement System of Ohio 0.22% Reduce -5.5% 267,127 $55.0M
Connor, Clark & Lunn Investment Management Ltd. 0.23% Add +3.9% 262,804 $54.1M
Canada Pension Plan Investment Board 0.06% Reduce -1.7% 258,624 $53.3M
Vaughan David Investments LLC 1.30% Reduce -0.3% 254,607 $52.4M
Quilter Plc 1.20% Add +6.2% 245,905 $50.7M
Intech Investment Management LLC 0.71% Reduce -0.8% 243,994 $50.3M
Voya Investment Management LLC 0.06% Reduce -57.7% 237,932 $49.0M
Hardman Johnston Global Advisors LLC 1.68% Reduce -0.9% 236,722 $48.8M
Kayne Anderson Rudnick Investment Management LLC 0.11% Add +3.2% 236,074 $48.6M
Panagora Asset Management Inc. 0.25% Reduce -47.9% 232,413 $47.9M
Treasurer of the State of North Carolina 0.21% Add +0.6% 227,387 $46.8M
Danske Bank A/S 0.15% — 225,837 $46.5M
Pathstone Holdings, LLC 0.21% Add +11.2% 220,899 $45.5M
Donaldson Capital Management, LLC 1.88% Add +4090.4% 218,781 $45.1M
Flputnam Investment Management Co. 0.95% Reduce -0.8% 216,428 $44.6M
Ycg, LLC 3.53% Reduce -0.2% 216,405 $44.4M
B. Metzler seel. Sohn & Co. AG 0.48% Add +6.6% 212,325 $43.7M
Royal London Asset Management Ltd. 0.11% Add +2.6% 207,124 $42.7M
LPL Financial LLC 0.02% Add +2.2% 205,755 $42.4M
Avity Investment Management Inc. 3.42% Add +0.8% 200,843 $41.4M
Asset Management One Co., Ltd. 0.16% Reduce -10.4% 200,166 $41.2M
Mn Services Vermogensbeheer B.V. 0.30% Reduce -15.1% 199,388 $41.1M
Victory Capital Management Inc. 0.04% Add +6.2% 198,998 $41.0M
Jane Street Group, LLC 0.05% Add +479.5% 198,259 $40.8M
Handelsbanken Fonder AB 0.17% Reduce -0.5% 189,743 $39.1M
Verition Fund Management LLC 0.41% Add +1465.0% 183,510 $37.8M
Allspring Global Investments Holdings, LLC 0.06% Reduce -1.3% 181,858 $37.5M
Dundas Partners LLP 2.90% No change 178,934 $36.9M
STRS Ohio 0.15% Reduce -9.4% 177,821 $36.6M
Franklin Resources Inc. 0.01% Reduce -1.4% 176,606 $36.4M
Zacks Investment Management 0.38% Add +6.8% 173,853 $35.8M
Rafferty Asset Management, LLC 0.13% Reduce -1.0% 173,059 $35.6M
Resona Asset Management Co.,Ltd. 0.21% — 172,684 $35.6M
Teacher Retirement System of Texas 0.23% Reduce -9.1% 172,461 $35.5M
Glenmede Trust Co. NA 0.18% Reduce -8.7% 171,535 $35.3M
AXA S.A. 0.11% Add +19.9% 169,320 $34.9M
Los Angeles Capital Management LLC 0.12% Reduce -33.2% 167,628 $34.5M
State of Tennessee, Department of Treasury 0.13% Reduce -33.5% 164,669 $33.9M
Thrivent Financial for Lutherans 0.07% Reduce -12.0% 160,355 $33.0M
Janney Montgomery Scott LLC 0.10% Add +3.1% 160,086 $33.0M
Nisa Investment Advisors, LLC 0.21% Add +2.2% 159,311 $32.8M
American International Group, Inc. 0.12% Reduce -1.4% 159,264 $32.8M
Comerica Bank 0.14% Reduce -3.1% 156,569 $32.3M
1832 Asset Management L.P. 0.06% Add +0.1% 152,183 $31.3M
US Bancorp \de 0.04% Add +3.2% 148,872 $30.7M
Forsta Ap-Fonden 0.26% Add +17.3% 148,700 $30.6M
Whittier Trust Co. 0.44% Add +1.8% 147,449 $30.4M
Badgley Phelps Wealth Managers, LLC 0.76% Reduce -0.6% 146,596 $30.2M
Teachers Retirement System of the State of Kentucky 0.27% Reduce -15.6% 146,271 $30.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.33% Add +0.5% 143,431 $29.5M
Cumberland Partners Ltd 2.14% Reduce -0.4% 142,911 $29.4M
State of Michigan Retirement System 0.16% Reduce -0.1% 142,875 $29.4M
Macquarie Group Ltd. 0.03% Reduce -34.4% 142,216 $29.3M
Arizona State Retirement System 0.20% Add +1.8% 141,495 $29.1M
Prio Wealth Limited Partnership 0.83% Add +11.9% 139,594 $28.8M
Guggenheim Capital LLC 0.20% Add +2.7% 139,371 $28.7M
Ilmarinen Mutual Pension Insurance Co 0.34% Add +75.9% 137,200 $28.3M
Xponance LLC 0.29% Add +1.6% 135,919 $28.0M
Neuberger Berman Group LLC 0.02% Reduce -0.7% 133,271 $27.5M
EULAV Asset Management 0.75% No change 132,000 $27.2M
MetLife Investment Management, LLC 0.18% Reduce -3.3% 131,656 $27.1M
Stock Yards Bank & Trust Co. 0.89% Reduce -1.1% 130,422 $26.9M
Federation des caisses Desjardins du Quebec 0.19% Add +5.4% 136,371 $26.8M
Formuepleje A/S 1.51% Reduce -0.3% 129,582 $26.7M
Man Group plc 0.07% Reduce -63.3% 128,087 $26.4M
Horizon Kinetics Asset Management LLC 0.50% Reduce -7.4% 126,449 $26.0M
Cibc World Markets Corp. 0.17% Reduce -3.1% 124,924 $25.7M
Daiichi Life Insurance Co., Ltd. 0.55% Reduce -18.6% 119,082 $24.5M
Onex Canada Asset Management Inc. 2.44% Reduce -4.6% 118,414 $24.4M
Susquehanna International Group, LLP 0.04% Reduce -12.1% 118,174 $24.3M
Varma Mutual Pension Insurance Co 0.21% Add +489.4% 117,300 $24.2M
Wafra Inc. 1.25% No change 115,722 $23.8M
Martingale Asset Management L P 0.47% Reduce -2.8% 113,535 $23.4M
AMF Tjanstepension AB 0.18% No change 113,181 $23.3M
Boston Family Office LLC 1.64% Reduce -4.1% 110,354 $22.7M
National Bank of Canada 0.04% Reduce -72.7% 110,336 $22.7M
Brown Brothers Harriman & Co. 0.17% Reduce -6.3% 108,660 $22.4M
Retirement Systems of Alabama 0.09% Reduce -0.1% 108,590 $22.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +0.0% 108,008 $22.2M
Cerity Partners LLC 0.06% Add +43.3% 107,597 $22.2M
DNB Asset Management AS 0.11% Reduce -11.6% 106,417 $21.9M
Amalgamated Bank 0.19% Reduce -14.1% 106,070 $21.8M
Tredje AP-fonden 0.23% Add +32.7% 105,492 $21.7M
QRG Capital Management, Inc. 0.27% Reduce -15.1% 103,904 $21.4M
WASHINGTON TRUST Co 0.78% Reduce -0.7% 103,675 $21.4M
Crestwood Advisors Group, LLC 0.46% Reduce -0.9% 102,218 $21.1M
Texas Permanent School Fund Corp. 0.17% Reduce -0.1% 101,701 $20.9M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Add +7.5% 100,575 $20.7M
Adams Diversified Equity Fund, Inc. 0.73% New 100,100 $20.6M
KBC Group NV 0.06% Reduce -67.4% 98,465 $20.3M
Bank of Nova Scotia 0.04% Reduce -63.1% 98,337 $20.3M
LGT Capital Partners LTD. 0.63% New 97,800 $20.1M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -38.8% 97,250 $20.0M
IFM Investors Pty Ltd 0.22% Reduce -0.5% 97,153 $20.0M
CIBC Asset Management Inc 0.07% Add +1.8% 96,837 $19.9M
ProShare Advisors LLC 0.05% Reduce -6.3% 96,111 $19.8M
USS Investment Management Ltd 0.16% Add +1.4% 95,659 $19.7M
Commonwealth Equity Services, LLC 0.03% Add +2.7% 95,455 $19.7M
D. E. Shaw & Co. 0.03% Reduce -8.3% 95,326 $19.6M
SVB Wealth LLC 0.44% Reduce -6.3% 94,980 $19.6M
Captrust Financial Advisors 0.07% Reduce -7.5% 94,957 $19.6M
Marathon Asset Management Ltd 0.52% Reduce -2.5% 94,768 $19.5M
Walter Public Investments Inc. 3.80% Add +0.8% 94,291 $19.4M
PGGM Investments 0.28% Reduce -2.2% 92,676 $19.1M
DAVENPORT & Co LLC 0.12% Reduce -11.6% 92,030 $19.0M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +1.6% 104,036 $18.7M
Van Eck Associates Corp. 0.03% Add +4.7% 89,844 $18.5M
Private Capital Advisors, Inc. 2.26% New 88,122 $18.2M
Torray Investment Partners LLC 2.68% No change 87,022 $17.9M
Czech National Bank 0.23% Add +0.2% 86,568 $17.8M
Creative Planning 0.02% Add +8.6% 86,556 $17.8M
Sequoia Financial Advisors, LLC 0.22% Reduce -5.2% 86,460 $17.8M
Wesleyan Assurance Society 1.58% No change 86,426 $17.8M
Carnegie Investment Counsel 0.55% Add +5.5% 86,358 $17.8M
Utah Retirement Systems 0.21% No change 85,821 $17.7M
Fort Pitt Capital Group, LLC 0.53% Reduce -8.8% 83,799 $17.3M
Osborne Partners Capital Management, LLC 1.06% Reduce -1.1% 83,226 $17.1M
Gabelli Funds LLC 0.13% Reduce -7.4% 81,600 $16.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +1.4% 80,521 $16.6M
Two Sigma Investments, LP 0.04% Add +237.9% 80,513 $16.6M
Worldquant Millennium Advisors LLC 0.20% Reduce -46.3% 79,848 $16.4M
Factory Mutual Insurance Co. 0.19% No change 79,400 $16.4M
TD Waterhouse Canada Inc. 0.12% Add +23.1% 67,637 $16.1M
Segment Wealth Management, LLC 1.22% Add +3.9% 78,068 $16.1M
Public Sector Pension Investment Board 0.12% Add +0.5% 77,543 $16.0M
Nixon Peabody Trust Co. 1.46% Add +7.0% 77,235 $15.9M
Scotia Capital Inc. 0.09% Add +0.1% 77,067 $15.9M
Natixis 0.09% Add +39.1% 76,952 $15.9M
Curi Capital, LLC 0.36% Add +0.4% 75,197 $15.5M
New York Life Investment Management LLC 0.15% Reduce -3.7% 73,966 $15.2M
Rockefeller Capital Management L.P. 0.04% Add +28.8% 71,604 $14.7M
Northwest & Ethical Investments L.P. 0.42% Reduce -13.0% 71,350 $14.7M
Yousif Capital Management, LLC 0.16% Reduce -1.9% 71,306 $14.7M
Alaska Permanent Fund Corp 0.21% Add +0.5% 70,125 $14.4M
Public Employees Retirement Association of Colorado 0.06% Reduce -5.1% 69,515 $14.3M
Fulton Breakefield Broenniman LLC 1.09% Add +3.5% 68,939 $14.2M
O'shaughnessy Asset Management, LLC 0.16% Add +8.8% 68,383 $14.1M
JLB & Associates Inc. 1.87% Reduce -2.6% 68,244 $14.1M
Baker Avenue Asset Management, LP 0.54% Add +4.4% 68,238 $14.1M
Ossiam 0.24% Reduce -82.8% 67,493 $13.9M
BI Asset Management Fondsmaeglerselskab A/S 0.26% Add +39.0% 67,474 $13.9M
Atria Investments, Inc 0.19% Add +6.3% 65,901 $13.6M
Banco Santander, S.A. 0.16% Add +687.1% 65,819 $13.6M
Compagnie Lombard Odier SCmA 0.24% Add +29.2% 65,662 $13.5M
West Coast Financial LLC 1.64% Add +0.1% 65,532 $13.5M
Levin Capital Strategies, L.P. 1.35% No change 64,588 $13.3M
Mutual of America Capital Management LLC 0.14% Reduce -2.2% 64,506 $13.3M
Washington Trust Bank 1.25% Add +5.9% 63,536 $13.1M
State of Alaska, Department of Revenue 0.15% Reduce -1.4% 63,435 $13.1M
Advisors Asset Management, Inc. 0.25% Reduce -19.7% 63,401 $13.1M
Cubist Systematic Strategies, LLC 0.15% Add +270.4% 62,105 $12.8M
ING Groep NV 0.09% Reduce -40.5% 62,036 $12.8M
Harbour Trust & Investment Management Co 1.56% Add +1.7% 60,346 $12.4M
First American Bank 0.93% Add +2.2% 59,561 $12.3M
Candriam S.C.A. 0.08% Add +6.3% 59,555 $12.3M
Achmea Investment Management B.V. 0.23% Reduce -11.9% 59,259 $12.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +3.9% 59,067 $12.2M
Apollon Wealth Management, LLC 0.38% Reduce -0.4% 58,571 $12.1M
Nissay Asset Management Corp. /Japan 0.08% Reduce -1.4% 58,222 $12.0M
Whittier Trust Co. of Nevada Inc. 0.34% Add +2.1% 57,873 $11.9M
Point72 (DIFC) Ltd 0.91% — 57,056 $11.8M
Orion Porfolio Solutions, LLC 0.13% Reduce -3.1% 57,017 $11.7M
Orion Portfolio Solutions, LLC 0.13% Reduce -3.1% 57,017 $11.7M
Brown Advisory Inc. 0.02% Reduce -1.6% 56,256 $11.6M
Dupont Capital Management Corp. 0.96% No change 56,251 $11.6M
Annex Advisory Services, LLC 0.41% Add +1.8% 56,149 $11.6M
Gotham Asset Management 0.17% Add +14.5% 55,598 $11.5M
Ethic Inc. 0.29% Add +3.5% 55,567 $11.4M
Cetera Investment Advisers 0.03% Add +236.7% 55,496 $11.4M
CI Investments Inc. 0.05% Reduce -4.3% 55,434 $11.4M
Wealthfront Advisers LLC 0.04% Reduce -0.5% 55,398 $11.4M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -5.1% 54,749 $11.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +18.5% 54,237 $11.2M
Azimuth Capital Investment Management LLC 0.46% Reduce -45.6% 54,224 $11.2M
Interval Partners, LP 0.42% Add +50.6% 54,075 $11.1M
Orange Investment Advisors, Inc. 1.33% Add +30.5% 54,062 $11.1M
Citadel Advisors 0.01% Add +43429.8% 53,977 $11.1M
MML Investors Services, LLC 0.05% Add +6.5% 53,927 $11.1M
CIBC Private Wealth Group LLC 0.02% Reduce -1.9% 54,431 $11.1M
Prudential PLC 0.09% Reduce -4.9% 53,787 $11.1M
M&T Bank Corp 0.04% Reduce -43.7% 53,778 $11.1M
Foyston, Gordon & Payne Inc 2.66% Reduce -3.5% 53,615 $11.0M
Segall Bryant & Hamill, LLC 0.20% Reduce -28.4% 52,933 $10.9M
Running Oak Capital LLC 1.73% Add +11.7% 52,407 $10.8M
Bell Asset Management Ltd 1.52% Add +30.3% 50,373 $10.4M
L1 Capital International Pty Ltd 4.61% Add +8.9% 50,827 $10.4M
Oppenheimer Asset Management Inc. 0.15% Reduce -19.1% 49,157 $10.1M
Pacer Advisors, Inc. 0.02% Reduce -4.2% 48,964 $10.1M
Daiwa Securities Group Inc. 0.06% Add +7.8% 48,868 $10.1M
Osaic Holdings, Inc. 0.02% Reduce -64.2% 47,787 $9.8M
Focus Partners Wealth 0.08% Add +16.9% 47,461 $9.8M
Sawgrass Asset Management LLC 1.06% Reduce -4.4% 47,144 $9.7M
Illinois Municipal Retirement Fund 0.15% Add +42.9% 46,775 $9.6M
Pinebridge Investments, L.P. 0.08% Reduce -18.7% 46,375 $9.6M
Mercer Global Advisors Inc. 0.03% Reduce -28.8% 45,626 $9.4M
Elo Mutual Pension Insurance Co 0.22% Add +4.5% 45,053 $9.3M
Tudor Investment Corporation 0.11% New 44,989 $9.3M
Envestnet Portfolio Solutions, Inc. 0.03% Add +25.8% 44,879 $9.2M
Vanguard Personalized Indexing Management, LLC 0.19% Add +13.8% 44,050 $9.1M
Swiss Life Asset Management Ltd 0.13% Reduce -65.6% 43,896 $9.0M
Aptus Capital Advisors, LLC 0.19% Add +8.7% 43,887 $9.0M
Andra AP-fonden 0.16% New 43,300 $8.9M
SpiderRock Advisors, LLC 0.29% — 42,926 $8.9M
Huntington National Bank 0.10% Add +5.0% 42,945 $8.8M
Oregon Public Employees Retirement Fund 0.17% Add +9.2% 42,065 $8.7M
Vestcor Inc 0.29% Reduce -3.6% 41,250 $8.5M
Trexquant Investment LP 0.17% New 41,156 $8.5M
Alberta Investment Management Corp 0.09% Add +303.1% 41,111 $8.5M
Gulf International Bank (UK) Ltd 0.21% Add +0.8% 40,996 $8.4M
Blair William & Co. 0.03% Add +0.4% 40,912 $8.4M
Contravisory Investment Management, Inc. 1.83% Reduce -1.5% 40,140 $8.3M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.08% No change 43,000 $8.2M
Builder Investment Group Inc. 2.37% Reduce -2.3% 39,461 $8.1M
Cresset Asset Management, LLC 0.04% Add +13.1% 39,427 $8.1M
Longbow Finance SA 0.81% Reduce -9.0% 38,866 $8.0M
Marks Group Wealth Management, Inc 0.83% Reduce -0.1% 38,500 $7.9M
Calamos Wealth Management LLC 0.45% Reduce -30.3% 38,419 $7.9M
Kentucky Retirement Systems 0.23% Reduce -5.3% 37,364 $7.7M
Maryland State Retirement & Pension System 0.15% Add +0.9% 38,863 $7.7M
ExodusPoint Capital Management, LP 0.09% Add +371.3% 36,489 $7.5M
Bennett Selby Investments LP 3.51% Reduce -0.3% 36,489 $7.5M
Executive Wealth Management, LLC 0.65% Add +10.5% 36,436 $7.4M
Auxier Asset Management LLC 1.12% Reduce -0.6% 35,613 $7.3M
Vontobel Holding Ltd. 0.06% Reduce -17.4% 35,559 $7.3M
Bancreek Capital Management, LP 5.44% New 35,438 $7.3M
Stokes Capital Advisors, LLC 2.11% Add +1.3% 35,227 $7.3M
Lido Advisors, LLC 0.06% Add +10.9% 34,740 $7.2M
Phoenix Financial Ltd. 0.10% Add +2.5% 34,666 $7.1M
Exencial Wealth Advisors, LLC 0.26% Reduce -4.8% 33,977 $7.0M
Ipswich Investment Management Co., Inc. 1.62% Add +0.5% 33,608 $6.9M
Steward Partners Investment Advisory, LLC 0.08% Add +9.2% 33,538 $6.9M
First American Trust, FSB 0.72% Add +4.2% 33,341 $6.9M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -0.5% 32,625 $6.7M
Hartford Investment Management Co. 0.24% Reduce -2.5% 32,465 $6.7M
SYSTM Wealth Solutions LLC 0.83% Add +6.6% 32,054 $6.6M
MinichMacGregor Wealth Management, LLC 1.68% New 32,218 $6.6M
NBT Bank, N.A. 0.48% Reduce -1.3% 31,732 $6.5M
Crossmark Global Holdings, Inc. 0.13% Reduce -11.6% 31,656 $6.5M
Siemens Fonds Invest GmbH 0.50% Reduce -2.6% 31,506 $6.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.7% 30,887 $6.4M
Alps Advisors Inc. 0.04% Add +1.3% 30,773 $6.3M
Stonegate Investment Group, LLC 0.20% Reduce -3.0% 30,491 $6.3M
Tower View Wealth Management LLC 3.67% Reduce -0.4% 30,447 $6.3M
Bleakley Financial Group, LLC 0.18% Add +1.5% 30,210 $6.2M
Simplicity Wealth,LLC 0.15% New 30,170 $6.2M
Vident Advisory, LLC 0.13% Add +156.5% 30,056 $6.2M
Federated Hermes, Inc. 0.01% Add +5.0% 29,819 $6.1M
Cary Street Partners Investment Advisory LLC 0.26% Add +0.8% 29,641 $6.1M
Credit Agricole S A 0.10% Add +113.1% 30,024 $6.1M
Shelton Capital Management 0.17% Add +20.7% 29,355 $6.0M
Occudo Quantitative Strategies LP 1.05% Add +19.1% 29,182 $6.0M
FORA Capital, LLC 0.49% Reduce -14.7% 29,136 $6.0M
Securian Asset Management, Inc. 0.18% Reduce -7.1% 28,978 $6.0M
Louisiana State Employees Retirement System 0.11% Reduce -4.0% 28,600 $5.9M
Ieq Capital, LLC 0.08% Add +7.0% 28,466 $5.9M
Snowden Capital Advisors LLC 0.19% Reduce -5.1% 28,448 $5.9M
HRT Financial LP 0.04% New 28,304 $5.8M
Synovus Financial Corp. 0.08% Add +0.6% 28,178 $5.8M
American Trust 0.48% Add +2.0% 27,713 $5.7M
Cornerstone Advisors, LLC 0.24% No change 27,700 $5.7M
Kintegral Advisory, LLC 0.56% Reduce -0.3% 27,417 $5.6M
Cape Cod Five Cents Savings Bank 0.54% Reduce -0.2% 26,998 $5.6M
Harrington Investments, INC 3.13% Add +0.1% 26,599 $5.5M
Bessemer Group Inc. 0.01% Add +109.0% 26,454 $5.4M
FineMark National Bank & Trust 0.20% Add +3.4% 26,306 $5.4M
Commerce Bank 0.04% Add +1.8% 25,906 $5.3M
Legacy Advisors, LLC 0.67% Reduce -6.9% 25,877 $5.3M
Cyndeo Wealth Partners, LLC 0.44% Add +0.3% 25,650 $5.3M
BNC Wealth Management, LLC 2.25% Reduce -3.0% 25,501 $5.3M
Bonness Enterprises Inc. 1.89% No change 25,500 $5.3M
Oak Ridge Investments LLC 0.53% Add +3.6% 25,482 $5.2M
Walleye Trading LLC 0.09% Reduce -44.9% 25,275 $5.2M
Zions Bancorporation, N.A. 0.38% Reduce -9.4% 25,226 $5.2M
Keybank National Association 0.02% Add +0.2% 25,096 $5.2M
Edmond DE Rothschild Holding S.A. 0.09% New 24,936 $5.1M
New Mexico Educational Retirement Board 0.18% Reduce -3.5% 24,841 $5.1M
Capital Planning Advisors, LLC 0.88% Add +5.4% 24,428 $5.0M
NewEdge Advisors, LLC 0.04% Add +9.0% 24,417 $5.0M
Reliant Investment Management, LLC 2.35% Add +831.2% 24,294 $5.0M
Edgestream Partners, L.P. 0.25% Add +2032.4% 24,075 $5.0M
Point72 Hong Kong Ltd 0.25% Reduce -30.2% 23,970 $4.9M
CX Institutional 0.24% Add +5.0% 23,722 $4.9M
Essex LLC 1.12% Add +2.2% 23,671 $4.9M
First National Bank of Mount Dora, Trust Investment Services 1.19% Add +7.9% 23,643 $4.9M
Capital International Sarl 0.16% Add +4.5% 23,640 $4.9M
Parcion Private Wealth LLC 0.43% Reduce -0.3% 23,616 $4.9M
BNP Paribas 0.23% — 23,496 $4.8M
Metis Global Partners, LLC 0.18% Reduce -0.2% 23,394 $4.8M
Tidal Investments LLC 0.08% Add +38.2% 23,307 $4.8M
Wolverine Trading, LLC 0.05% Add +595.5% 23,084 $4.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.38% No change 22,666 $4.7M
Schaper Benz & Wise Investment Counsel Inc. 0.38% Add +6.1% 22,349 $4.6M
Kestra Advisory Services, LLC 0.03% Add +0.1% 22,343 $4.6M
Centiva Capital, LP 0.28% Add +193.9% 22,106 $4.6M
Lafayette Investments, Inc. 1.02% Reduce -0.2% 22,073 $4.5M
Axxcess Wealth Management, LLC 0.13% Add +3.9% 21,926 $4.5M
Cwm, LLC 0.02% Reduce -0.2% 21,406 $4.4M
Red Cedar Investment Management, LLC 0.55% No change 21,258 $4.4M
GAMCO Investors 0.04% No change 21,159 $4.4M
Sompo Asset Management Co., Ltd. 0.71% Reduce -4.7% 21,080 $4.3M
Northcape Capital Pty Ltd 0.49% Reduce -2.6% 20,756 $4.3M
E. Ohman J:or Asset Management AB 0.11% Add +5.2% 20,124 $4.1M
Tower Research Capital LLC (TRC) 0.10% Reduce -73.3% 20,085 $4.1M
Triasima Portfolio Management inc. 0.35% Reduce -31.1% 20,070 $4.1M
AustralianSuper Pty Ltd 0.02% Reduce -38.8% 20,236 $4.1M
RBF Capital, LLC 0.23% No change 20,000 $4.1M
Metropolitan Life Insurance Co 0.18% Reduce -1.1% 19,844 $4.1M
Alerus Financial NA 0.31% Reduce -2.5% 19,624 $4.0M
Engineers Gate Manager LP 0.11% Add +211.6% 19,417 $4.0M
Teza Capital Management LLC 0.52% Add +42.3% 19,154 $3.9M
Argent Trust Co 0.18% Add +1.3% 19,089 $3.9M
Walleye Capital LLC 0.05% New 19,067 $3.9M
Kinsale Capital Group, Inc. 1.53% Add +26.8% 18,845 $3.9M
Mechanics Bank Trust Department 0.56% Reduce -0.8% 18,441 $3.8M
Becker Capital Management Inc. 0.13% Reduce -4.9% 18,430 $3.8M
LGT Group Foundation 0.09% Reduce -0.0% 18,360 $3.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.60% Add +0.8% 18,247 $3.8M
Souders Financial Advisors 0.59% Add +0.1% 18,136 $3.7M
Vinva Investment Management Ltd 0.21% Add +6.9% 18,096 $3.7M
Empirical Finance, LLC 0.23% Add +3.5% 17,965 $3.7M
Benjamin F. Edwards & Company, Inc. 0.07% Reduce -0.4% 17,760 $3.7M
Morton Community Bank 1.04% Add +5.7% 17,494 $3.6M
Financial Engines Advisors L.L.C. 0.01% Add +13.6% 17,220 $3.5M
Quantbot Technologies LP 0.20% Add +57.6% 17,066 $3.5M
Dynamic Technology Lab Private Ltd 0.37% New 17,008 $3.5M
Nomura Holdings Inc. 0.03% Add +70.6% 16,999 $3.5M
Norinchukin Bank, The 0.10% Reduce -1.6% 16,922 $3.5M
Agf Management Ltd. 0.02% Add +7.3% 16,731 $3.4M
Hantz Financial Services, Inc. 0.07% Reduce -4.2% 16,686 $3.4M
Quantitative Investment Management, LLC 0.20% Add +62.3% 16,655 $3.4M
Investment Management Corp of Ontario 0.10% Reduce -28.6% 16,617 $3.4M
Diversified Trust Co. 0.10% Reduce -2.1% 16,369 $3.4M
Occidental Asset Management, LLC 0.63% Add +6.4% 16,291 $3.4M
First Citizens Bank & Trust Co. 0.06% Add +732.8% 16,257 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -7.6% 16,236 $3.3M
NewEdge Wealth, LLC 0.07% Add +1.1% 16,730 $3.3M
Plato Investment Management Ltd 0.34% Add +827.5% 16,166 $3.3M
Northwest Investment Counselors, LLC 0.80% Reduce -1.0% 15,861 $3.3M
Regions Financial Corp. 0.02% Add +1.4% 15,793 $3.3M
Quantinno Capital Management LP 0.07% Add +3.5% 15,761 $3.2M
Strategic Investment Advisors / MI 0.42% Reduce -0.3% 15,736 $3.2M
Beacon Pointe Advisors, LLC 0.04% Add +2.1% 15,639 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +0.0% 15,612 $3.2M
Pitcairn Co. 0.20% Add +3.3% 15,353 $3.2M
United Services Automobile Association 0.08% Add +1.6% 15,176 $3.1M
Blue Trust, Inc. 0.04% Reduce -4.2% 15,125 $3.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -84.2% 14,933 $3.1M
Lindenwold Advisors, INC 1.64% Reduce -1.2% 14,884 $3.1M
Welch & Forbes LLC 0.04% Reduce -14.9% 14,846 $3.1M
Magnetar Financial LLC 0.08% Reduce -33.5% 14,802 $3.0M
River Wealth Advisors LLC 0.44% Reduce -2.9% 14,694 $3.0M
Private Advisor Group, LLC 0.02% Add +0.9% 14,691 $3.0M
South Dakota Investment Council 0.06% No change 14,668 $3.0M
Transcend Capital Advisors, LLC 0.24% Add +4.4% 14,604 $3.0M
Avantax Advisory Services, Inc. 0.03% Add +22.1% 14,548 $3.0M
Moody National Bank Trust Division 0.24% Reduce -0.8% 14,530 $3.0M
Accurate Wealth Management, LLC 0.87% Reduce -1.5% 14,785 $3.0M
AEGON ASSET MANAGEMENT UK Plc 0.04% Reduce -3.0% 14,469 $3.0M
United Capital Financial Advisors, LLC 0.02% Reduce -5.0% 14,384 $3.0M
NJ State Employees Deferred Compensation Plan 0.37% No change 14,100 $2.9M
Union Heritage Capital, LLC 1.15% Add +17.2% 14,064 $2.9M
Banque Cantonale Vaudoise 0.11% Add +68.2% 14,060 $2.9M
Sustainable Insight Capital Management, LLC 2.09% Reduce -1.4% 14,042 $2.9M
Sumitomo Life Insurance Co. 0.07% Reduce -2.8% 13,951 $2.9M
King Luther Capital Management Corp. 0.01% Reduce -0.5% 13,914 $2.9M
Kingsview Wealth Management, LLC 0.07% Add +0.0% 13,747 $2.8M
Composition Wealth, LLC 0.07% Add +1.5% 13,613 $2.8M
Assenagon Asset Management S.A. 0.01% Reduce -97.4% 13,613 $2.8M
Freestone Capital Holdings, LLC 0.10% Reduce -0.6% 13,592 $2.8M
CreativeOne Wealth, LLC 0.11% New 13,543 $2.8M
Bouvel Investment Partners, LLC 1.19% Reduce -0.9% 13,422 $2.8M
Squarepoint Ops LLC 0.01% Reduce -85.3% 13,343 $2.7M
G&S Capital LLC 1.22% New 13,333 $2.7M
Park Avenue Securities LLC 0.04% Add +2.5% 13,296 $2.7M
Rakuten Investment Management, Inc. 0.02% Add +985.2% 13,239 $2.7M
Merit Financial Group, LLC 0.06% Add +91.0% 13,617 $2.7M
Ascent Group, LLC 0.24% Reduce -18.8% 13,060 $2.7M
World Investment Advisors 0.38% Reduce -58.5% 5,326 $2.7M
V-Square Quantitative Management LLC 0.37% Add +18.8% 12,854 $2.6M
Brown, Lisle/Cummings, Inc. 0.90% Add +5.7% 12,821 $2.6M
HBK Sorce Advisory LLC 0.09% Reduce -0.7% 12,774 $2.6M
FDx Advisors, Inc. 0.40% Reduce -31.2% 12,771 $2.6M
Private Trust Co. NA 0.28% Reduce -0.5% 12,714 $2.6M
Dynasty Wealth Management, LLC 0.08% — 12,423 $2.6M
Pegasus Partners Ltd. 0.27% Add +3.2% 12,421 $2.6M
Bokf, NA 0.05% Reduce -28.6% 12,381 $2.5M
MAI Capital Management 0.03% Add +6.3% 12,110 $2.5M
Prescott Group Capital Management, L.L.C. 0.40% Add +19.9% 12,055 $2.5M
Icon Wealth Advisors, LLC 0.23% Reduce -9.5% 12,012 $2.5M
K.J. Harrison & Partners Inc 0.38% New 12,000 $2.5M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -0.9% 11,940 $2.5M
Empowered Funds, LLC 0.04% Add +12.5% 11,804 $2.4M
Heritage Trust Co 0.32% Reduce -3.1% 11,743 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +21.2% 11,733 $2.4M
Cibc World Market Inc. 0.01% Reduce -2.3% 11,700 $2.4M
Capital Asset Advisory Services LLC 0.14% Add +8.2% 11,643 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +8.2% 11,594 $2.4M
NEOS Investment Management LLC 0.15% Add +65.7% 11,566 $2.4M
Icon Advisers Inc. 0.52% No change 11,500 $2.3M
Two Sigma Advisers, LP 0.01% Reduce -38.3% 11,300 $2.3M
UniSuper Management Pty Ltd 0.02% Add +184.2% 11,198 $2.3M
Howland Capital Management LLC 0.11% Reduce -1.8% 11,193 $2.3M
HighPoint Advisor Group LLC 0.16% Reduce -5.2% 11,124 $2.3M
TCW Group Inc. 0.02% Reduce -9.4% 11,088 $2.3M
Horizon Investments, LLC 0.06% Add +1.5% 11,125 $2.3M
Tiaa Trust, National Association 0.01% Reduce -2.7% 11,032 $2.3M
iA Global Asset Management Inc. 0.05% Reduce -6.5% 10,818 $2.2M
Te Ahumairangi Investment Management Ltd 0.39% Reduce -6.6% 10,759 $2.2M
Hamilton Capital Partners Inc. 0.27% Add +495.6% 10,720 $2.2M
Brighton Jones LLC 0.08% Add +13.5% 10,668 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -0.4% 10,667 $2.2M
Girard Partners LTD. 0.21% Reduce -3.3% 10,587 $2.2M
Raymond James Trust N.A. 0.05% Add +4.4% 10,572 $2.2M
Larson Financial Group LLC 0.17% Add +7.5% 10,560 $2.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.10% No change 10,500 $2.2M
Aerodigm Wealth, LLC 0.87% Reduce -46.1% 10,490 $2.2M
TKG Advisors, LLC 1.20% New 10,445 $2.2M
First Trust Direct Indexing L.P. 0.16% Add +7.8% 10,261 $2.1M
Venture Visionary Partners LLC 0.10% Reduce -0.7% 10,218 $2.1M
Front Row Advisors LLC 0.78% Add +1.3% 10,209 $2.1M
Kestra Private Wealth Services, LLC 0.05% Add +5.3% 10,047 $2.1M
Cohen Klingenstein LLC 0.08% No change 10,000 $2.1M
Hills Bank & Trust Co 0.17% Reduce -1.1% 9,935 $2.0M
Greenleaf Trust 0.02% Add +1.5% 9,915 $2.0M
Praxis Investment Management Inc. 0.13% Reduce -17.8% 9,860 $2.0M
Dumont & Blake Investment Advisors LLC 0.58% Add +0.7% 9,855 $2.0M
Vectors Research Management, LLC 0.57% Reduce -5.1% 9,843 $2.0M
Mission Wealth Management, LP 0.05% Add +0.9% 9,756 $2.0M
Chatham Capital Group, Inc. 0.37% No change 9,710 $2.0M
Tealwood Asset Management Inc. 0.90% Reduce -0.1% 9,665 $2.0M
Exchange Traded Concepts, LLC 0.05% Add +723.5% 9,651 $2.0M
Enterprise Bank & Trust Co 0.68% Reduce -3.9% 9,618 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -0.3% 9,444 $1.9M
Courier Capital LLC 0.14% Reduce -2.3% 9,402 $1.9M
Beverly Hills Private Wealth, LLC 0.44% Reduce -6.3% 9,255 $1.9M
Vise Technologies, Inc. 0.37% Add +3.0% 9,229 $1.9M
Moneta Group Investment Advisors LLC 0.03% Reduce -0.5% 9,197 $1.9M
Nebula Research & Development LLC 0.41% New 9,182 $1.9M
HB Wealth Management, LLC 0.02% Add +13.3% 9,160 $1.9M
L & S Advisors Inc 0.24% Reduce -26.3% 9,157 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -55.4% 9,122 $1.9M
Coldstream Capital Management Inc. 0.05% Add +10.6% 9,084 $1.9M
Belpointe Asset Management LLC 0.14% Reduce -5.5% 9,031 $1.9M
Pensionfund Sabic 0.55% Reduce -7.2% 9,000 $1.9M
Clifford Swan Investment Counsel LLC 0.07% Reduce -1.1% 8,974 $1.8M
Signaturefd, LLC 0.04% Reduce -2.7% 8,971 $1.8M
Cary Street Partners Asset Management LLC 0.29% Reduce -0.0% 8,929 $1.8M
Ritholtz Wealth Management 0.06% Add +7.1% 8,902 $1.8M
Wealthcare Advisory Partners LLC 0.06% Add +1.1% 8,841 $1.8M
OneDigital Investment Advisors LLC 0.03% Add +2.1% 8,831 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.13% New 8,824 $1.8M
Evercore Wealth Management, LLC 0.03% Reduce -0.8% 8,819 $1.8M
Quadrant Capital Group LLC 0.14% Reduce -2.2% 8,816 $1.8M
Suncoast Equity Management 0.21% Add +8.9% 8,758 $1.8M
PFG Advisors 0.13% Add +11.2% 8,724 $1.8M
Groupama Asset Managment 0.03% Reduce -57.4% 4,400 $1.8M
First National Trust Co 0.07% Reduce -4.5% 8,707 $1.8M
RMR Wealth Builders 0.22% Reduce -2.0% 8,674 $1.8M
Wealth Alliance, LLC 0.23% Reduce -3.0% 8,655 $1.8M
Savant Capital, LLC 0.02% Reduce -11.8% 8,648 $1.8M
Fiduciary Trust Co 0.03% Reduce -4.8% 8,636 $1.8M
DoubleLine ETF Adviser LP 0.45% Add +3.9% 8,566 $1.8M
Neville Rodie & Shaw Inc. 0.13% No change 8,530 $1.8M
Atria Wealth Solutions, Inc. 0.02% Add +34.6% 8,492 $1.7M
Anthracite Investment Company, Inc. 0.87% New 8,424 $1.7M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -13.3% 8,420 $1.7M
Bartlett & Co. Wealth Management LLC 0.03% No change 8,411 $1.7M
Qtron Investments LLC 0.24% No change 8,378 $1.7M
TD Private Client Wealth LLC 0.06% Add +9.7% 8,245 $1.7M
First Manhattan Co. Llc. 0.01% Add +10.6% 8,109 $1.7M
Advisory Services Network, LLC 0.04% Reduce -30.9% 8,066 $1.7M
Syon Capital LLC 0.16% Add +3.8% 8,055 $1.7M
PDT Partners, LLC 0.16% New 8,036 $1.7M
LS Investment Advisors, LLC 0.26% No change 8,005 $1.6M
Credential Qtrade Securities Inc. 0.09% Add +193.8% 7,971 $1.6M
Capital Group Investment Management Pte. LTD. 0.29% Reduce -81.2% 7,922 $1.6M
CW Advisors, LLC 0.03% Add +22.4% 7,893 $1.6M
Value Partners Investments Inc. 0.13% New 7,808 $1.6M
TCTC Holdings, LLC 0.05% No change 7,738 $1.6M
Lantz Financial LLC 0.51% Add +0.5% 7,736 $1.6M
IAM Advisory, LLC 0.44% New 7,727 $1.6M
Ballentine Partners, LLC 0.03% Reduce -0.9% 7,719 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -2.6% 7,659 $1.6M
Missouri Trust & Investment Co 0.61% Reduce -5.1% 7,636 $1.6M
Chesley Taft & Associates LLC 0.08% Reduce -0.6% 7,615 $1.6M
Wimmer Associates 1, LLC 0.82% Add +2.0% 7,610 $1.6M
Relyea Zuckerberg Hanson LLC 0.27% Reduce -4.9% 7,605 $1.6M
Profund Advisors LLC 0.06% Add +14.1% 7,572 $1.6M
Clearstead Advisors, LLC 0.08% Add +0.6% 7,503 $1.5M
Matrix Trust Co 0.35% New 7,459 $1.5M
AlphaQuest LLC 0.27% Add +114.5% 7,449 $1.5M
Fidelis Capital Partners, LLC 0.23% Add +37.4% 7,442 $1.5M
Balentine LLC 0.05% Reduce -29.6% 7,348 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +60.9% 7,317 $1.5M
Citizens & Northern Corp. 0.50% Add +15.9% 7,212 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Reduce -1.4% 7,194 $1.5M
Summit Financial, LLC 0.09% Reduce -2.4% 7,192 $1.5M
Fox Run Management, L.L.C. 0.32% New 7,157 $1.5M
LMCG Investments, LLC 0.08% Reduce -4.9% 6,951 $1.4M
RCS Financial Planning, LLC 0.88% Add +0.0% 6,905 $1.4M
Wedmont Private Capital 0.10% Add +0.9% 6,816 $1.4M
Smithfield Trust Co 0.07% Add +1.0% 6,737 $1.4M
Boyd Watterson Asset Management LLC 0.50% Add +10.9% 6,676 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -0.6% 6,657 $1.4M
Wintrust Investments LLC 0.12% Reduce -1.9% 6,610 $1.4M
Venturi Wealth Management, LLC 0.09% Add +28.1% 6,532 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +1.5% 6,512 $1.3M
Edgemoor Investment Advisors, Inc. 0.13% Reduce -0.4% 6,449 $1.3M
Elmwood Wealth Management, Inc. 0.56% Add +78.8% 6,386 $1.3M
Citizens Financial Group Inc. 0.04% Reduce -0.2% 6,371 $1.3M
Parallel Advisors, LLC 0.04% Add +8.5% 6,294 $1.3M
DF Dent & Co. Inc. 0.02% Add +3.2% 6,289 $1.3M
Exchange Bank 1.06% Reduce -0.5% 6,239 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% Add +0.1% 6,217 $1.3M
Gries Financial LLC 0.21% Reduce -4.7% 6,189 $1.3M
Norway Savings Bank 0.53% Add +6.0% 6,166 $1.3M
United Bank 0.64% Add +1.1% 6,139 $1.3M
Concord Wealth Partners 0.23% Reduce -0.2% 6,132 $1.3M
AXS Investments LLC 0.30% Reduce -13.1% 6,103 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -0.5% 6,083 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -0.5% 6,057 $1.2M
Grey Street Capital, LLC 0.17% New 6,035 $1.2M
Concord Asset Management, LLC 0.33% Reduce -0.2% 6,026 $1.2M
Arden Trust Co 0.17% Reduce -9.5% 5,998 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% No change 5,986 $1.2M
Aries Wealth Management 0.39% Add +0.9% 5,946 $1.2M
Canandaigua National Bank & Trust Co. 0.18% Reduce -4.3% 5,944 $1.2M
US Asset Management LLC 1.10% Reduce -1.3% 5,937 $1.2M
Clark Capital Management Group, Inc. 0.01% Add +38.0% 5,923 $1.2M
Freedom Investment Management, Inc. 0.10% Add +14.2% 5,887 $1.2M
NorthRock Partners, LLC 0.05% Add +1.7% 5,884 $1.2M
Shell Asset Management Co. 0.05% Reduce -2.5% 5,710 $1.2M
Axq Capital, LP 0.29% New 5,800 $1.2M
Lester Murray Antman dba SimplyRich 0.38% Add +1.0% 5,774 $1.2M
Prosperity Financial Group, Inc. 0.73% Add +1.1% 5,705 $1.2M
Ironwood Investment Counsel, LLC 0.20% No change 5,700 $1.2M
Caitlin John, LLC 0.89% Add +16.0% 5,687 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.7% 5,681 $1.2M
Trust Asset Management LLC 0.10% No change 5,677 $1.2M
Meeder Advisory Services, Inc. 0.12% Add +5.1% 5,676 $1.2M
Perigon Wealth Management, LLC 0.04% Add +6.5% 5,653 $1.2M
D.A. Davidson & Co. 0.01% Reduce -3.0% 5,617 $1.2M
Knollwood Investment Advisory, LLC 0.21% No change 5,541 $1.1M
Caprock Group, LLC 0.07% Add +12.7% 5,505 $1.1M
Boltwood Capital Management 0.35% Reduce -0.9% 5,494 $1.1M
Morse Asset Management, Inc 0.29% New 5,420 $1.1M
Dover Advisors, LLC 0.76% New 5,394 $1.1M
Center For Asset Management LLC 0.90% Reduce -1.5% 5,343 $1.1M
AA Financial Advisors, LLC 0.44% New 5,307 $1.1M
Personal Cfo Solutions, LLC 0.17% Add +8.8% 5,300 $1.1M
Highview Capital Management LLC 0.49% Reduce -3.0% 5,252 $1.1M
Cigna Investments Inc. 0.20% Reduce -2.7% 5,232 $1.1M
Regents of the University of California 0.31% No change 5,200 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.62% No change 5,191 $1.1M
Bar Harbor Wealth Management 0.07% Add +17.9% 5,188 $1.1M
Principal Securities, Inc. 0.03% Add +12.8% 5,164 $1.1M
West Paces Advisors Inc. 0.28% Reduce -9.1% 5,144 $1.1M
Lake Street Advisors Group, LLC 0.05% Add +1.9% 5,136 $1.1M
Diversify Advisory Services, LLC 0.06% — 5,141 $1.0M
Dorsey & Whitney Trust CO LLC 0.07% Add +5.3% 5,085 $1.0M
Y-Intercept (Hong Kong) Ltd 0.08% Add +152.0% 5,075 $1.0M
Mgo One Seven LLC 0.05% Add +7.7% 5,070 $1.0M
Valeo Financial Advisors, LLC 0.04% Add +3.8% 5,148 $1.0M
Cascade Financial Partners, LLC 0.15% — 5,136 $1.0M
HM Payson & Co. 0.02% Add +0.3% 4,928 $1.0M
Boston Financial Mangement LLC 0.03% No change 4,924 $1.0M
Atlas Private Wealth Management, LLC 0.42% Add +18.3% 4,905 $1.0M
Douglas Lane & Associates, LLC 0.01% No change 4,897 $1.0M
Stephens Inc. 0.02% Add +11.4% 4,889 $1.0M
Townsquare Capital LLC 0.01% Add +78.2% 4,887 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Add +1.9% 4,860 $1.0M
Choate Investment Advisors 0.03% Add +202.2% 4,860 $1.0M
Global Retirement Partners, LLC 0.04% Add +0.1% 4,802 $989K
Schonfeld Strategic Advisors LLC 0.01% Reduce -23.9% 4,790 $987K
Murphy Pohlad Asset Management LLC 0.38% No change 4,730 $974K
Essex Investment Management Co. LLC 0.19% Reduce -7.7% 4,719 $972K
Beck Bode, LLC 0.20% No change 4,702 $969K
Jump Financial, LLC 0.03% New 4,702 $969K
Jefferies Financial Group Inc. 0.02% Reduce -6.5% 4,677 $963K
Criterion Capital Advisors, LLC 0.64% Reduce -2.5% 4,663 $961K
Integrated Advisors Network LLC 0.05% Add +0.2% 4,648 $957K
Manchester Capital Management LLC 0.12% Reduce -3.5% 4,630 $954K
Nilsine Partners, LLC 0.13% Reduce -6.7% 4,625 $953K
West Family Investments, Inc. 0.29% Add +4.4% 4,614 $950K
Kathmere Capital Management, LLC 0.11% Add +16.8% 4,576 $943K
Allred Capital Management, LLC 0.37% Reduce -0.8% 4,558 $939K
Red Door Wealth Management, LLC 0.18% Add +15.2% 4,538 $935K
Lincoln National Corp. 0.01% Add +10.7% 4,503 $928K
Capital Investment Advisors, LLC 0.02% Reduce -2.8% 4,486 $924K
Summit Trail Advisors, LLC 0.02% Add +32.4% 4,474 $922K
Pearl River Capital, LLC 0.15% New 4,460 $919K
Quadrant Private Wealth Management, LLC 0.23% Add +0.2% 4,444 $915K
Marshall Financial Group, LLC 0.26% Add +10.9% 4,428 $912K
Connecticut Wealth Management, LLC 0.05% Add +1.9% 4,382 $903K
Oppenheimer & Co. Inc. 0.01% Reduce -1.2% 4,380 $902K
EverSource Wealth Advisors, LLC 0.07% Add +7.4% 4,524 $902K
Moloney Securities Asset Management, LLC 0.14% Reduce -1.5% 4,375 $901K
JGP Wealth Management, LLC 0.13% Reduce -3.3% 4,332 $892K
Sfmg, LLC 0.08% Add +0.3% 4,326 $891K
Advance Capital Management, Inc. 0.06% Reduce -0.1% 4,292 $884K
Concurrent Investment Advisors, LLC 0.04% Add +10.7% 4,278 $881K
Schechter Investment Advisors, LLC 0.07% Add +3.6% 4,252 $876K
Genesee Capital Advisors, LLC 0.48% New 4,231 $872K
Spire Wealth Management 0.02% Reduce -7.6% 4,222 $870K
Symmetry Partners, LLC 0.07% No change 4,218 $869K
AMG National Trust Bank 0.03% Add +11.6% 4,214 $868K
SRN Advisors, LLC 0.68% Add +5.1% 4,205 $866K
Versor Investments LP 0.17% Reduce -42.5% 4,200 $865K
Robertson Stephens Wealth Management, LLC 0.05% New 4,180 $861K
Fulton Bank, N.A. 0.04% Reduce -2.2% 4,179 $861K
Western Wealth Management, LLC 0.07% Add +3.4% 4,179 $861K
Warther Private Wealth, LLC 0.38% New 4,169 $859K
Fortis Capital Advisors, LLC 0.36% Add +283.8% 4,164 $858K
Veltria Advisors Corp. 0.22% Add +227.7% 4,063 $837K
GM Advisory Group, LLC 0.06% Add +1.2% 4,058 $836K
Buckingham Strategic Wealth, LLC 0.01% Reduce -2.8% 4,053 $835K
Atlantic Union Bankshares Corp 0.07% No change 4,028 $830K
Wedbush Securities Inc. 0.03% Add +101.0% 4,005 $825K
Texas Capital Bank Wealth Management Services Inc 0.09% Reduce -16.4% 3,991 $822K
Financial Counselors Inc. 0.01% Add +3.8% 3,985 $821K
Fiducient Advisors LLC 0.16% Reduce -19.0% 3,936 $811K
Dakota Wealth Management 0.02% Reduce -1.4% 3,930 $810K
Nicolet Bankshares Inc. 0.17% Add +0.6% 3,917 $807K
Trust Point Inc. 0.06% Reduce -24.6% 3,917 $807K
Waypoint Capital Advisors, LLC 0.21% Add +0.4% 3,912 $806K
Brevan Howard Capital Management LP 0.08% Reduce -23.9% 3,897 $803K
Clarius Group, LLC 0.06% Reduce -12.8% 3,887 $801K
TrinityPoint Wealth, LLC 0.13% Reduce -0.9% 3,874 $798K
Prime Capital Investment Advisors, LLC 0.01% Add +3.9% 3,850 $793K
Csenge Advisory Group 0.04% Add +3.6% 3,809 $785K
Quadcap Wealth Management, LLC 0.18% Reduce -7.6% 3,792 $781K
VeraBank, N.A. 0.24% Reduce -0.2% 3,790 $781K
Gateway Investment Advisers LLC 0.01% Reduce -4.8% 3,787 $780K
Westpac Banking Corp. 0.06% Add +0.2% 3,775 $778K
Matthew Goff Investment Advisor, LLC 0.16% Reduce -3.6% 3,749 $772K
Two Sigma Securities, LLC 0.04% New 3,749 $772K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -14.1% 3,813 $768K
McAdam, LLC 0.05% Reduce -0.4% 3,728 $768K
Williams Jones Wealth Management, LLC. 0.01% No change 3,724 $767K
Northwest Bank & Trust Co 0.70% Reduce -0.4% 3,818 $761K
iSAM Funds (UK) Ltd 0.43% New 3,689 $760K
Capstone Investment Advisors, LLC 0.03% New 3,689 $760K
Louisbourg Investments Inc. 0.21% Reduce -0.3% 4,911 $759K
Hutchinson Capital Management 0.15% Add +0.2% 3,676 $757K
Integrated Wealth Concepts LLC 0.01% Add +19.1% 3,674 $757K
Shira Ridge Wealth Management 0.43% No change 3,669 $756K
Benjamin Edwards Inc. 0.15% Add +84.8% 3,664 $755K
Ostrum Asset Management 0.06% Add +63.3% 3,657 $753K
Concourse Financial Group Securities, Inc. 0.05% Add +31.0% 3,654 $753K
Conning Inc. 0.03% Reduce -2.4% 3,638 $749K
Ausdal Financial Partners, Inc. 0.09% Reduce -1.2% 3,624 $747K
Ellevest, Inc. 0.05% Reduce -4.4% 3,623 $746K
Vista Investment Partners LLC 0.26% No change 3,600 $742K
NorthStar Asset Management LLC 0.56% Add +21.1% 3,600 $742K
Campbell & CO Investment Adviser LLC 0.06% New 3,545 $730K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.6% 3,536 $728K
Truefg, LLC 0.26% No change 3,500 $721K
Noesis Capital Mangement Corp. 0.16% No change 3,500 $721K
Coulter & Justus Financial Services, LLC 0.16% New 3,500 $721K
Financial Advocates Investment Management 0.04% Add +7.6% 3,480 $717K
Caldwell Trust Co 0.08% Reduce -0.9% 3,471 $715K
Brooklyn Investment Group 0.31% Add +6.4% 3,499 $713K
Mma Asset Management LLC 0.33% New 3,495 $712K
Graypoint LLC 0.05% Add +1.0% 3,438 $708K
Procyon Advisors, LLC 0.05% Reduce -14.6% 3,438 $708K
Strategic Blueprint, LLC 0.05% Add +1.6% 3,411 $703K
SRB Corp. 0.04% New 3,401 $701K
Allworth Financial LP 0.00% Add +191.6% 3,351 $690K
Hilltop Holdings Inc. 0.08% No change 3,348 $690K
Empower Advisory Group, LLC 0.00% Add +0.4% 3,297 $679K
Buckley Wealth Management, LLC 0.22% Reduce -2.9% 3,273 $674K
Abbrea Capital, LLC 0.09% No change 3,259 $671K
Rodgers Brothers Inc. 0.09% No change 3,250 $669K
Kohmann Bosshard Financial Services, LLC 0.09% No change 3,244 $668K
Smartleaf Asset Management LLC 0.13% Add +35.2% 3,243 $667K
CWA Asset Management Group, LLC 0.04% Reduce -5.6% 3,224 $664K
Duncker Streett & Co. Inc. 0.13% No change 3,200 $659K
Leavell Investment Management, Inc. 0.04% Add +0.5% 3,175 $654K
Amplius Wealth Advisors, LLC 0.07% Reduce -13.0% 3,173 $654K
Waller Financial Planning Group, Inc. 0.17% Add +0.3% 3,168 $653K
WestHill Financial Advisors, Inc. 0.16% Add +175.0% 3,163 $652K
Thrive Wealth Management, LLC 0.13% Reduce -1.2% 3,155 $650K
Bill Few Associates, Inc. 0.26% No change 3,150 $649K
Ashton Thomas Private Wealth, LLC 0.04% Add +10.3% 3,116 $642K
Defined Wealth Management, LLC 0.46% Reduce -0.1% 3,115 $642K
Waldron Private Wealth LLC 0.03% Add +0.0% 3,106 $640K
Founders Financial Securities LLC 0.07% Add +6.4% 3,103 $639K
McElhenny Sheffield Capital Management, LLC 0.23% Reduce -5.8% 3,074 $633K
Baader Bank Aktiengesellschaft 0.05% Reduce -1.9% 3,070 $632K
Delta Financial Group, Inc. 0.19% No change 3,062 $631K
Florida Trust Wealth Management Co 0.02% No change 3,062 $631K
Spirepoint Private Client, LLC 0.10% — 3,058 $630K
Steward Partners Investment Solutions, LLC 0.11% Add +1.2% 3,034 $625K
Chilton Investment Co. Inc. 0.02% Add +2.1% 3,032 $625K
North Star Asset Management Inc. 0.03% Add +0.5% 3,030 $624K
Sage Mountain Advisors LLC 0.06% Reduce -2.5% 3,025 $623K
Stratos Wealth Partners, LTD. 0.01% Reduce -21.0% 3,013 $621K
Ceeto Capital Group, LLC 0.25% New 3,000 $618K
9258 Wealth Management, LLC 0.10% Add +0.1% 2,969 $612K
Sweet Financial Partners, LLC 0.14% Reduce -69.2% 2,967 $611K
B. Riley Wealth Advisors, Inc. 0.02% Add +22.6% 3,201 $609K
Archvest Wealth Advisors, Inc. 0.43% No change 2,987 $609K
Proficio Capital Partners LLC 0.07% Add +1.3% 2,923 $602K
Wilmington Savings Fund Society, FSB 0.02% — 2,917 $601K
X-Square Capital, LLC 0.28% Add +4.3% 2,906 $599K
Legacy Wealth Asset Management, LLC 0.17% Add +0.8% 2,883 $594K
Strid Group, LLC 0.11% No change 2,873 $592K
Kearns & Associates LLC 0.46% No change 2,860 $589K
Avestar Capital, LLC 0.07% Add +18.9% 2,847 $586K
Sentry Investment Management LLC 0.23% No change 2,837 $584K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -61.1% 2,835 $584K
Wealthspire Advisors, LLC 0.01% Reduce -6.9% 2,817 $580K
Sterling Wealth Management, Inc. 0.29% No change 2,813 $579K
Requisite Capital Management, LLC 0.13% No change 2,809 $579K
Montag A & Associates Inc. 0.03% No change 2,800 $577K
Foundations Investment Advisors, LLC 0.02% Add +0.3% 2,798 $576K
Meritas Wealth Management, LLC 0.40% No change 2,771 $571K
Florida Financial Advisors, LLC 0.42% Reduce -1.9% 2,758 $568K
Trust Co. of Toledo NA 0.09% Add +22.6% 2,754 $567K
Journey Strategic Wealth LLC 0.03% Add +26.6% 2,747 $566K
Premier Path Wealth Partners, LLC 0.11% Reduce -6.8% 2,710 $558K
Sonnipe Ltd. 0.06% No change 2,705 $557K
Fluent Financial, LLC 0.31% Add +0.8% 2,703 $557K
McRae Capital Management Inc. 0.12% New 2,703 $557K
Level Four Advisory Services, LLC 0.03% No change 2,935 $556K
MassMutual Private Wealth & Trust, FSB 0.02% Add +46.5% 2,648 $545K
REDW Wealth LLC 0.15% No change 2,637 $543K
Eads & Heald Wealth Management 0.25% Reduce -7.3% 2,622 $540K
Boston Research & Management Inc. 0.13% No change 2,620 $539K
Capital Advisors Inc. 0.01% No change 2,612 $538K
IHT Wealth Management, LLC 0.02% Reduce -7.3% 2,603 $536K
AE Wealth Management LLC 0.01% Reduce -68.3% 2,596 $535K
AlTi Global, Inc. 0.01% Add +50.5% 2,595 $535K
C2C Wealth Management, LLC 0.53% No change 2,580 $531K
Legacy Capital Group California, Inc. 0.20% Reduce -1.7% 2,574 $530K
Forum Financial Management, LP 0.01% Add +0.9% 2,574 $530K
Dynamic Advisor Solutions LLC 0.02% Add +3.0% 2,572 $530K
Northeast Financial Consultants Inc 0.03% No change 2,560 $527K
Pure Financial Advisors, LLC 0.02% Add +2.5% 2,554 $526K
PDS Planning, Inc 0.05% Add +15.9% 2,538 $523K
Broderick Brian C 0.11% New 2,500 $515K
Essex Financial Services, Inc. 0.05% Add +5.4% 2,477 $510K
InterOcean Capital Group, LLC 0.01% Add +0.1% 2,456 $506K
ARS Investment Partners, LLC 0.05% No change 2,453 $505K
SOL Capital Management CO 0.06% No change 2,445 $504K
Aberdeen Wealth Management LLC 0.29% No change 2,436 $502K
Walter & Keenan Wealth Management LLC /in/ 0.16% No change 2,431 $501K
Gladstone Institutional Advisory LLC 0.03% Reduce -18.7% 2,430 $501K
Point72 Asia (Singapore) Pte. Ltd. 0.13% New 2,428 $500K
Kessler Investment Group, LLC 0.31% Add +57.4% 2,426 $500K
Avior Wealth Management, LLC 0.02% Add +1655.1% 2,422 $499K
Arkadios Wealth Advisors 0.04% Add +0.1% 2,396 $493K
GeoWealth Management, LLC 0.02% Add +56.0% 2,392 $493K
Penobscot Investment Management Company, Inc. 0.05% Reduce -13.0% 2,377 $490K
Wbi Investments, LLC 0.10% New 2,372 $489K
Stockman Wealth Management, Inc. 0.09% Reduce -5.5% 2,371 $488K
Powell Investment Advisors, LLC 0.26% No change 2,359 $486K
PFG Investments, LLC 0.03% New 2,349 $484K
Faithward Advisors, LLC 0.09% Add +15.9% 2,343 $483K
Ledyard National Bank 0.05% Reduce -9.7% 2,334 $481K
Tower Bridge Advisors 0.05% Reduce -7.9% 2,329 $480K
Sigma Planning Corp 0.02% New 2,327 $479K
Adero Partners, LLC 0.04% Add +80.1% 2,327 $479K
Empirical Asset Management, LLC 0.23% New 2,320 $478K
Farther Finance Advisors, LLC 0.03% Add +59.3% 2,339 $477K
Penserra Capital Management LLC 0.01% Reduce -48.3% 2,313 $476K
Roble, Belko & Company, Inc 0.08% No change 2,306 $475K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 2,306 $475K
Chesapeake Asset Management LLC 0.47% Reduce -37.5% 2,293 $472K
Mutual Advisors, LLC 0.02% Add +1.3% 2,285 $471K
Glenview Trust Co 0.01% Add +2.3% 2,285 $471K
Drake & Associates, LLC 0.17% Add +1.6% 2,281 $470K
Reynders McVeigh Capital Management, LLC 0.03% Add +8.1% 2,270 $468K
Geller Advisors LLC 0.04% Add +1.9% 2,267 $467K
Talisman Wealth Advisors LLC 0.59% Reduce -0.8% 2,265 $467K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -7.8% 2,262 $466K
IFP Advisors, Inc 0.02% No change 2,260 $466K
TFB Advisors LLC 0.17% New 2,323 $464K
Opus Capital Group, LLC 0.07% Reduce -12.4% 2,224 $458K
Quotient Wealth Partners, LLC 0.02% Add +16.4% 2,218 $457K
Aaron Wealth Advisors LLC 0.06% Reduce -7.5% 2,184 $450K
Mairs & Power Inc. 0.00% Add +0.9% 2,178 $449K
Cynosure Group, LLC 0.08% New 2,177 $448K
Legacy Financial Advisors, Inc. 0.08% Add +10.0% 2,173 $448K
Nicolet Advisory Services, LLC 0.04% Add +7.2% 2,162 $442K
Patrick M Sweeney & Associates, Inc. 0.36% No change 2,138 $440K
Parsons Capital Management Inc. 0.03% No change 2,131 $439K
D'Orazio & Associates, Inc. 0.07% Add +0.6% 2,114 $435K
Bank of New Hampshire 0.11% Reduce -6.6% 2,111 $435K
Cassaday & Co Wealth Management LLC 0.01% Add +2.6% 2,106 $434K
Gratus Wealth Advisors, LLC 0.08% No change 2,149 $434K
Smith Salley Wealth Management 0.03% Add +24.9% 2,103 $433K
Smith & Howard Wealth Management, LLC 0.13% No change 2,100 $433K
GAMMA Investing LLC 0.09% Add +16.9% 2,094 $431K
Prosperity Consulting Group, LLC 0.05% New 2,088 $430K
Congress Asset Management Co. 0.00% No change 2,087 $430K
Evernest Financial Advisors, LLC 0.20% Add +19.5% 2,117 $429K
Brookstone Capital Management 0.01% Add +2.1% 2,070 $426K
Main Street Financial Solutions, LLC 0.05% Add +3.4% 2,060 $424K
Tobam 0.04% No change 2,057 $424K
Core Alternative Capital 0.08% Reduce -9.9% 2,056 $423K
Carolinas Wealth Consulting LLC 0.08% Add +0.2% 2,040 $420K
Mosley Wealth Management 0.39% No change 2,035 $419K
Merrion Investment Management Co, LLC 0.30% Add +32.7% 2,031 $418K
Scientech Research LLC 0.22% New 2,007 $413K
Kanawha Capital Management LLC 0.03% Add +2.2% 1,996 $411K
S&co Inc. 0.03% No change 2,000 $411K
Aprio Wealth Management, LLC 0.08% Add +5.6% 1,994 $411K
My Legacy Advisors, LLC 0.14% Add +23.3% 1,984 $409K
Catalina Capital Group, LLC 0.17% New 1,969 $406K
Wallace Capital Management Inc. 0.06% No change 1,960 $404K
Mirabella Financial Services LLP 0.03% New 1,959 $404K
Avantax Planning Partners, Inc. 0.01% New 1,953 $402K
Willow Creek Wealth Management Inc. 0.05% Add +0.5% 1,948 $401K
Verus Capital Partners, LLC 0.04% Reduce -2.7% 1,947 $401K
Journey Advisory Group, LLC 0.05% No change 1,920 $395K
Modera Wealth Management, LLC 0.01% Add +5.0% 1,913 $394K
CKW Financial Group 0.05% Add +0.2% 1,930 $394K
Inceptionr LLC 0.10% Add +18.6% 1,911 $394K
Capula Management Ltd 0.01% New 1,904 $392K
Mayflower Financial Advisors, LLC 0.07% Add +23.5% 1,903 $392K
Cypress Capital Group 0.05% Add +0.4% 1,894 $390K
Allstate Corp. 0.03% Reduce -9.0% 1,894 $390K
Acima Private Wealth, LLC 0.14% No change 1,881 $387K
Optas, LLC 0.11% Add +2.9% 1,880 $387K
GLOBALT Investments LLC / GA 0.02% Reduce -8.4% 1,868 $385K
SeaCrest Wealth Management, LLC 0.05% Reduce -6.2% 1,863 $384K
Hall Laurie J Trustee 0.13% No change 1,860 $383K
Commerzbank Aktiengesellschaft 0.01% Add +47.1% 1,850 $382K
Abner Herrman & Brock LLC 0.05% Reduce -1.1% 1,850 $381K
Gilbert & Cook, Inc. 0.05% Reduce -0.4% 1,846 $380K
AdvisorNet Financial, Inc 0.04% Add +3.8% 1,844 $380K
Compound Planning, Inc. 0.04% Add +16.6% 1,844 $380K
Westover Capital Advisors, LLC 0.11% No change 1,843 $380K
SOA Wealth Advisors, LLC. 0.08% Add +0.1% 1,831 $377K
Portfolio Design Labs, LLC 0.13% Reduce -69.2% 1,829 $377K
Humankind Investments LLC 0.10% Add +7.0% 1,825 $376K
Cambridge Trust Co. 0.01% Reduce -4.3% 1,825 $376K
James Hambro & Partners LLP 0.02% Reduce -31.2% 1,819 $374K
Cahaba Wealth Management, Inc. 0.03% Add +0.1% 1,812 $373K
Norris Perne & French LLP 0.03% Add +2.6% 1,802 $371K
Dillon & Associates Inc. 0.06% Add +20.0% 1,800 $371K
Litman Gregory Wealth Management LLC 0.03% No change 1,800 $371K
Equitable Holdings, Inc. 0.00% New 1,799 $371K
Cassady Schiller Wealth Management, LLC 0.17% No change 1,798 $370K
Tyche Wealth Partners LLC 0.09% Reduce -42.2% 1,797 $370K
Apriem Advisors 0.05% New 1,786 $368K
USA Financial Formulas 0.06% Reduce -77.6% 1,779 $366K
New Hampshire Trust 0.09% No change 1,778 $366K
Mayport, LLC 0.14% New 1,768 $364K
RDA Financial Network 0.12% Add +3.1% 1,762 $363K
Insigneo Advisory Services, LLC 0.04% Add +9.8% 1,756 $362K
Moors & Cabot, Inc. 0.02% Reduce -14.0% 1,745 $360K
Independent Advisor Alliance 0.01% Add +3.5% 1,741 $359K
Stevens Capital Management LP 0.07% Reduce -78.2% 1,734 $357K
Clarkston Capital Partners, LLC 0.01% No change 1,725 $355K
L2 Asset Management, LLC 0.12% Add +7.5% 1,712 $353K
Kinloch Capital, LLC 0.18% Add +1.7% 1,710 $352K
Douglass Winthrop Advisors, LLC 0.01% Add +42.3% 1,708 $352K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,700 $350K
MCF Advisors LLC 0.03% Add +0.3% 1,699 $350K
Ewa, LLC 0.16% Add +0.5% 1,699 $349K
Strategic Wealth Partners, Ltd. 0.04% Add +7.2% 1,686 $347K
Mitchell & Pahl Private Wealth, LLC 0.18% Reduce -4.0% 1,682 $346K
EP Wealth Advisors, LLC 0.00% Reduce -2.6% 1,658 $342K
Turtle Creek Wealth Advisors, LLC 0.08% Add +258.7% 1,643 $338K
Meridian Wealth Advisors, LLC 0.06% Add +0.1% 1,637 $337K
Motco 0.02% Add +40800.0% 1,636 $337K
Israel Discount Bank of New York 0.42% Reduce -22.6% 1,633 $336K
Park Place Capital Corp 0.12% Reduce -5.2% 1,633 $336K
Dechtman Wealth Management, LLC 0.08% Add +0.1% 1,628 $335K
Plante Moran Financial Advisors, LLC 0.04% Reduce -0.5% 1,621 $334K
Investment Partners, LTD. 0.15% Add +0.1% 1,617 $333K
Flagship Harbor Advisors, LLC 0.02% Add +0.5% 1,609 $332K
Mark Sheptoff Financial Planning, LLC 0.18% No change 1,609 $331K
Everpar Advisors LLC 0.20% Reduce -30.7% 1,607 $331K
Palisades Hudson Asset Management, L.P. 0.15% No change 1,607 $331K
NorthCoast Asset Management LLC 0.00% New 1,605 $331K
HTLF Bank 0.04% Add +9.1% 1,601 $330K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,585 $326K
RFG Advisory, LLC 0.01% Add +18.1% 1,583 $326K
First Affirmative Financial Network 0.24% Add +31.2% 1,582 $326K
Capital Management Corp. 0.06% No change 1,580 $325K
Carret Asset Management, LLC 0.04% No change 1,580 $325K
Davis R M Inc. 0.01% Reduce -16.4% 1,568 $323K
Deseret Mutual Benefit Administrators 0.16% Reduce -16.5% 1,557 $321K
Veracity Capital LLC 0.12% Add +2.8% 1,557 $321K
Cornerstone Advisory, LLC 0.05% Add +3.5% 1,551 $320K
Fielder Capital Group LLC 0.14% New 1,551 $319K
Acorn Creek Capital LLC 0.20% Add +2.0% 1,549 $319K
Mattern Capital Management, LLC 0.04% New 1,542 $318K
Detalus Advisors, LLC 0.11% No change 1,541 $317K
Bailard, Inc. 0.01% Reduce -1.2% 1,536 $316K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -1.0% 1,533 $316K
Lindbrook Capital, LLC 0.03% Reduce -9.0% 1,532 $316K
FourThought Financial Partners, LLC 0.04% Add +5.7% 1,526 $314K
Johnson & White Wealth Management, LLC 0.23% No change 1,519 $313K
Evergreen Capital Management LLC 0.01% Add +7.3% 1,517 $312K
Stiles Financial Services Inc 0.13% Reduce -6.0% 1,516 $312K
&partners 0.04% New 1,512 $311K
Prestige Wealth Management Group LLC 0.07% Reduce -50.5% 1,510 $311K
Mather Group, Llc. 0.00% Reduce -12.1% 1,630 $309K
Leonteq Securities AG 0.04% Reduce -22.8% 1,489 $307K
ML & R Wealth Management LLC 0.07% No change 1,473 $303K
HCR Wealth Advisors 0.05% Reduce -4.8% 1,467 $302K
CENTRAL TRUST Co 0.01% Add +1.2% 1,465 $302K
Joel Isaacson & Co., LLC 0.02% Add +9.8% 1,464 $302K
Cedar Brook Financial Partners, LLC 0.06% Add +2.4% 1,463 $301K
Busey Bank 0.01% Reduce -20.7% 1,462 $301K
Calydon Capital 0.06% New 1,463 $301K
Fayez Sarofim & Co 0.00% No change 1,450 $299K
Keel Point, LLC 0.03% Add +11.4% 1,444 $297K
Prospera Financial Services Inc 0.01% Add +4.3% 1,440 $297K
Focus Partners Advisor Solutions, LLC 0.01% New 1,439 $297K
Breakwater Capital Group 0.07% New 1,438 $296K
PFS Partners, LLC 0.20% No change 1,434 $295K
Diligent Investors, LLC 0.07% No change 1,425 $294K
New Potomac Partners, LLC 0.16% No change 1,420 $293K
Catalyst Financial Partners LLC 0.08% Add +5.0% 1,480 $292K
Main Line Retirement Advisors, LLC 0.23% Add +17.2% 1,417 $292K
Wellington Wealth Strategies, LLC. 0.14% New 1,414 $291K
EagleClaw Capital Managment, LLC 0.05% Reduce -15.0% 1,414 $291K
Baker Ellis Asset Management LLC 0.04% New 1,412 $291K
Capital Wealth Planning, LLC 0.00% No change 1,400 $288K
Advisors Capital Management, LLC 0.01% New 1,397 $288K
Columbia Bank 0.12% — 1,395 $287K
Inscription Capital, LLC 0.05% Reduce -1.4% 1,395 $287K
Gitterman Wealth Management, LLC 0.11% New 1,393 $287K
Fernwood Investment Management, LLC 0.08% Add +15.2% 1,382 $285K
Stratos Investment Management, LLC 0.03% Add +4.1% 1,375 $283K
Klingenstein Fields & Co. LP 0.01% Reduce -0.4% 1,370 $282K
First Nebraska Trust Co 0.03% Add +13.0% 1,363 $281K
Trilogy Capital Inc. 0.02% New 1,360 $280K
Patron Partners, LLC 0.17% Reduce -5.8% 1,353 $279K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $278K
UMB Bank, n.a. 0.00% Add +0.4% 1,348 $278K
Resources Management Corp. /CT/ 0.04% Reduce -6.9% 1,340 $276K
Hexagon Capital Partners LLC 0.06% Add +19.7% 1,339 $276K
Farmers & Merchants Investments Inc. 0.01% No change 1,338 $276K
Evoke Wealth, LLC 0.01% New 1,338 $276K
Voya Financial Advisors, Inc. 0.03% Add +0.1% 1,340 $276K
Summit Global Investments 0.02% Reduce -85.2% 1,334 $275K
Drive Wealth Management, LLC 0.08% Reduce -2.1% 1,333 $275K
Legacy Advisory Services, LLC 0.26% Add +0.4% 1,332 $274K
SlateStone Wealth, LLC 0.03% Add +12.3% 1,324 $273K
Appleton Partners Inc. 0.02% Reduce -9.3% 1,320 $272K
GTS Securities LLC 0.01% Reduce -85.8% 1,319 $272K
Granite FO LLC 0.16% No change 1,200 $271K
Nwam LLC 0.02% Reduce -0.3% 1,326 $270K
Trivium Point Advisory, LLC 0.06% New 1,308 $269K
Fort Washington Investment Advisors Inc. 0.00% Add +1.5% 1,308 $269K
GC Wealth Management RIA, LLC 0.05% New 1,305 $269K
Ameritas Advisory Services, LLC 0.01% Reduce -38.3% 1,328 $268K
YHB Investment Advisors, Inc. 0.02% Reduce -1.9% 1,301 $268K
Alta Advisers Ltd 0.13% No change 1,300 $268K
Allianz SE 0.01% — 1,300 $268K
Essex Bank 0.08% No change 1,413 $268K
Great Lakes Advisors, LLC 0.00% Reduce -6.3% 1,299 $268K
Thrive Capital Management, LLC 0.14% Add +0.1% 1,282 $264K
Vestor Capital, LLC 0.02% No change 1,282 $264K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $263K
FSM Wealth Advisors, LLC 0.09% Add +10.3% 1,273 $262K
Wesbanco Bank Inc. 0.01% Reduce -15.6% 1,271 $262K
Marcum Wealth, LLC 0.03% Add +8.8% 1,268 $261K
Crescent Grove Advisors, LLC 0.03% New 1,261 $260K
Twin Focus Capital Partners, LLC 0.05% No change 1,253 $258K
CYBER HORNET ETFs LLC 0.31% Reduce -3.0% 1,266 $258K
Anderson Hoagland & Co. 0.03% New 1,280 $258K
Dempze Nancy E 0.20% No change 1,250 $257K
Pointe Capital Management LLC 0.16% No change 1,246 $257K
Northside Capital Management, LLC 0.05% No change 1,235 $254K
Ignite Planners, LLC 0.07% Add +3.2% 1,246 $254K
Ballast, Inc. 0.08% No change 1,230 $253K
Sapient Capital LLC 0.01% Reduce -12.5% 1,230 $253K
Stablepoint Partners, LLC 0.05% New 1,222 $252K
ICA Group Wealth Management, LLC 0.05% Reduce -0.4% 1,221 $252K
Parthenon LLC 0.03% New 1,213 $250K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.7% 1,213 $250K
Schear Investment Advisers, LLC 0.20% New 1,212 $250K
New England Professional Planning Group Inc. 0.13% Reduce -0.2% 1,211 $249K
International Assets Investment Management, LLC 0.03% Reduce -1.2% 1,220 $249K
New Jersey Better Educational Savings Trust 0.47% No change 1,200 $247K
Court Place Advisors, LLC 0.08% Reduce -11.1% 1,200 $247K
Pathway Financial Advisors LLC 0.07% No change 1,200 $247K
Rehmann Capital Advisory Group 0.02% Reduce -2.8% 1,199 $247K
Perpetual Ltd 0.00% No change 1,200 $247K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.4% 1,197 $247K
Aveo Capital Partners, LLC 0.03% New 1,237 $246K
Everett Harris & Co. 0.00% No change 1,196 $246K
Systematic Portfolios LLC 0.81% New 1,191 $245K
Rossmore Private Capital 0.03% No change 1,181 $243K
C M Bidwell & Associates Ltd. 0.17% Reduce -0.2% 1,180 $243K
Guardian Wealth Advisors, LLC / NC 0.03% Add +6.2% 1,180 $243K
Rockland Trust Co. 0.01% Reduce -6.2% 1,175 $242K
Vicus Capital 0.02% New 1,170 $241K
Paloma Partners Management Co 0.05% Reduce -45.6% 1,166 $240K
Morningstar Investment Services LLC 0.00% Reduce -35.0% 1,164 $239K
Hollencrest Capital Management 0.01% No change 1,158 $239K
Blueprint Investment Partners LLC 0.05% New 1,152 $237K
Austin Private Wealth, LLC 0.03% New 1,166 $237K
J.W. Cole Advisors, Inc. 0.01% New 1,149 $237K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,145 $236K
Lockerman Financial Group, Inc. 0.45% New 1,138 $234K
Sivia Capital Partners, LLC 0.16% Add +0.2% 1,136 $234K
Schulz Wealth, LTD. 0.20% No change 1,135 $234K
Parkside Financial Bank & Trust 0.04% Add +6.9% 1,133 $233K
Wealth Management Associates, Inc. 0.11% Reduce -6.9% 1,099 $232K
Cornerstone Wealth Group, LLC 0.02% New 1,123 $231K
Beck Mack & Oliver LLC 0.00% No change 1,120 $231K
Meridian Wealth Management, LLC 0.04% Add +1.3% 1,116 $230K
Daymark Wealth Partners, LLC 0.01% New 1,116 $230K
Riverview Trust Co 0.18% No change 1,110 $229K
Middleton & Co. Inc. 0.03% No change 1,110 $229K
Bristlecone Advisors, LLC 0.02% No change 1,108 $228K
Waverly Advisors, LLC 0.01% No change 1,105 $228K
Elevation Point Wealth Partners, LLC 0.02% Reduce -31.9% 1,101 $227K
nVerses Capital, LLC 0.54% New 1,100 $227K
Angeles Investment Advisors, LLC 0.01% New 1,100 $227K
Ariston Services Group 0.21% Reduce -1.6% 1,084 $223K
Simon Quick Advisors, LLC 0.02% New 1,080 $222K
Garde Capital, Inc. 0.02% Reduce -27.9% 1,080 $222K
Gryphon Financial Partners LLC 0.04% Reduce -4.8% 1,073 $221K
MBB Public Markets I LLC 0.01% New 1,070 $220K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,068 $220K
Whalerock Point Partners, LLC 0.06% No change 1,063 $219K
Destination Wealth Management 0.01% Reduce -2.4% 1,057 $218K
Charter Oak Capital Management, LLC 0.02% New 1,050 $216K
Pallas Capital Advisors LLC 0.01% New 1,049 $216K
Family Investment Center, Inc. 0.07% New 1,047 $216K
HMS Capital Management, LLC 0.12% New 1,043 $215K
Wayfinding Financial, LLC 0.12% Reduce -3.8% 1,050 $213K
Grove Bank & Trust 0.04% No change 1,034 $213K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -12.8% 1,031 $212K
Bank of Nova Scotia Trust Co. 0.02% New 1,029 $212K
PGIM Custom Harvest LLC 0.01% New 1,025 $211K
Obermeyer Wealth Partners 0.01% New 1,024 $211K
Virtue Capital Management, LLC 0.04% Reduce -36.4% 1,059 $211K
Sabal Trust CO 0.01% New 1,021 $210K
Sunflower Bank, N.A. 0.05% New 1,020 $210K
Means Investment Co., Inc. 0.03% New 1,019 $210K
Astoria Portfolio Advisors LLC. 0.08% New 1,063 $210K
Colonial Trust Co / SC 0.04% Reduce -15.6% 1,015 $209K
Asahi Life Asset Management Co., LTD. 0.12% New 1,010 $208K
Riverwater Partners LLC 0.15% New 1,008 $208K
Harbour Investments, Inc. 0.01% Add +11.4% 1,008 $208K
Verdence Capital Advisors LLC 0.02% New 1,007 $207K
McGlone Suttner Wealth Management, Inc. 0.04% Add +2.5% 1,005 $207K
Alpha Family Trust 0.13% New 1,005 $207K
Prairieview Wealth Partners, LLC 0.19% New 1,003 $207K
R. W. Roge & Company, Inc. 0.12% New 1,000 $206K
Members Advisory Group LLC 0.12% New 1,000 $206K
Bluesphere Advisors LLC 0.11% New 1,000 $206K
Richard P Slaughter Associates Inc 0.05% New 1,000 $206K
Kornitzer Capital Management Inc. 0.00% New 1,000 $206K
Dudley Capital Management, LLC 0.12% New 1,010 $206K
FAS Wealth Partners, Inc. 0.02% New 998 $206K
BSW Wealth Partners 0.03% Reduce -6.4% 996 $205K
Kingfisher Capital LLC 0.05% New 995 $205K
Soltis Investment Advisors LLC 0.02% New 993 $205K
Summit Financial Group, Inc. 0.07% New 993 $205K
BayBridge Capital Group, LLC 0.18% New 1,015 $204K
Associated Banc-Corp 0.01% New 986 $203K
Regent Peak Wealth Advisors LLC 0.05% New 980 $202K
Wealthstream Advisors, Inc. 0.08% Reduce -31.3% 979 $202K
Fourpath Capital Management, LLC 0.14% New 979 $202K
FWG Holdings, LLC 0.11% New 984 $202K
New Covenant Trust Company, N.A. 0.19% — 906 $187K
CVA Family Office, LLC 0.03% Reduce -0.9% 902 $186K
Baldwin Wealth Partners LLC 0.01% No change 875 $180K
Chilton Capital Management LLC 0.01% Add +3.7% 861 $177K
American National Bank & Trust 0.02% Add +1756.5% 854 $176K
Kelly Financial Services LLC 0.07% Add +0.4% 825 $170K
St Germain D J Co. Inc. 0.01% No change 802 $165K
Horizon Bancorp Inc. 0.08% Add +23.0% 798 $164K
Independence Bank of Kentucky 0.05% Add +6.3% 739 $152K
Bruce G. Allen Investments, LLC 0.12% Add +10.3% 706 $145K
Gradient Investments LLC 0.00% Reduce -28.4% 693 $143K
Washington Trust Advisors, Inc. 0.01% No change 683 $141K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +112.8% 679 $140K
Raleigh Capital Management Inc. 0.06% Add +28.0% 645 $133K
Rosenberg Matthew Hamilton 0.04% No change 644 $131K
Lanark Financial, Inc. 0.01% Add +3.0% 622 $128K
Tompkins Financial Corp. 0.01% Reduce -28.8% 618 $127K
Harvest Fund Management Co., Ltd 0.01% Reduce -39.8% 609 $125K
Addison Advisors LLC 0.04% No change 597 $123K
Bogart Wealth, LLC 0.01% Reduce -5.8% 590 $122K
Rothschild Investment LLC 0.01% Reduce -8.5% 590 $122K
Tyler-Stone Wealth Management 0.05% Reduce -2.6% 554 $114K
Armstrong Advisory Group, Inc. 0.01% No change 559 $106K
New England Capital Financial Advisors LLC 0.06% Reduce -5.3% 513 $106K
Salomon & Ludwin, LLC 0.01% No change 512 $105K
Dogwood Wealth Management LLC 0.07% Add +24.6% 502 $103K
Union Savings Bank 0.05% No change 501 $103K
Continuum Advisory, LLC 0.02% Reduce -69.0% 500 $102K
First Horizon Advisors, Inc. 0.00% Reduce -3.7% 496 $102K
Sandy Spring Bank 0.00% Add +47.9% 494 $102K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -92.8% 494 $102K
Harbor Investment Advisory, LLC 0.01% Add +10.1% 470 $97K
Hilltop National Bank 0.03% — 468 $96K
Eagle Bay Advisors LLC 0.06% Add +3.9% 458 $94K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.4% 453 $93K
Islay Capital Management, LLC 0.07% No change 450 $93K
Central Pacific Bank - Trust Division 0.01% — 450 $92K
Hanson & Doremus Investment Management 0.02% Add +20.7% 437 $90K
Pittenger & Anderson Inc. 0.00% No change 429 $88K
Kozak & Associates, Inc. 0.02% Add +15.8% 417 $87K
Mowery & Schoenfeld Wealth Management, LLC 0.16% Add +612.1% 413 $85K
Brown Shipley& Co Ltd 0.03% Reduce -67.6% 416 $85K
DHJJ Financial Advisors, Ltd. 0.04% No change 410 $84K
Virtus Investment Advisers, LLC 0.06% Reduce -9.6% 404 $83K
MV Capital Management, Inc. 0.01% Add +1.8% 398 $82K
Beacon Capital Management, LLC 0.02% Add +22.1% 398 $82K
Ancora Advisors LLC 0.00% No change 395 $81K
Versant Capital Management, Inc 0.02% Reduce -2.0% 384 $79K
Trust Co. of Vermont 0.00% Add +64.0% 382 $79K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 380 $78K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $77K
Wetzel Investment Advisors, Inc. 0.04% Reduce -1.0% 379 $76K
Silvant Capital Management LLC 0.00% No change 358 $74K
Legacies Wealth LLC 0.06% Reduce -19.9% 355 $73K
Heritage Wealth Advisors 0.00% No change 341 $70K
Geneos Wealth Management Inc. 0.00% Reduce -2.3% 335 $69K
Transamerica Financial Advisors, LLC 0.01% Reduce -79.4% 331 $69K
Quent Capital, LLC 0.01% Add +16.1% 331 $68K
McClarren Financial Advisors, Inc. 0.05% No change 328 $68K
Caldwell Sutter Capital, Inc. 0.03% Add +11.9% 330 $68K
Webster Bank, N. A. 0.01% Add +10.4% 328 $68K
Arlington Trust Co LLC 0.02% Reduce -3.3% 327 $67K
Janiczek Wealth Management, LLC 0.01% Add +7.7% 323 $67K
Tortoise Investment Management, LLC 0.01% Add +0.3% 312 $64K
HighMark Wealth Management LLC 0.04% No change 308 $63K
Pension & Wealth Management Advisors, Inc. 0.04% No change 300 $62K
Chelsea Counsel Co. 0.04% Reduce -40.0% 300 $62K
General Partner, Inc. 0.04% New 298 $61K
Logan Capital Management Inc. 0.00% No change 298 $61K
Johnson Financial Group, Inc. 0.00% No change 290 $60K
Trifecta Capital Advisors, LLC 0.01% No change 289 $60K
Dunhill Financial, LLC 0.04% Add +1.8% 286 $59K
Perkins Coie Trust Co 0.01% Reduce -3.0% 286 $59K
EntryPoint Capital, LLC 0.05% Reduce -38.8% 278 $57K
DSM Capital Partners LLC 0.00% Reduce -26.3% 274 $56K
Financial Management Professionals, Inc. 0.01% Reduce -10.5% 264 $54K
Glen Eagle Advisors, LLC 0.01% Reduce -40.5% 253 $52K
Rise Advisors, LLC 0.03% New 250 $52K
Operose Advisors LLC 0.02% No change 240 $49K
SouthState Bank Corp 0.00% Add +12.9% 236 $49K
Loomis Sayles & Co. L P 0.00% Reduce -39.6% 233 $48K
Nemes Rush Group LLC 0.01% No change 231 $48K
Capital Analysts, LLC 0.00% Add +52.6% 232 $47K
Stone House Investment Management, LLC 0.01% New 228 $47K
JFS Wealth Advisors, LLC 0.00% Reduce -16.3% 226 $47K
Belmont Capital, LLC 0.01% New 225 $46K
Ofi Invest Asset Management 0.00% Add +42.3% 239 $46K
Quarry LP 0.02% Reduce -25.3% 218 $45K
Intelligent Financial Strategies 0.03% New 216 $44K
First United Bank & Trust 0.02% Reduce -10.1% 205 $42K
Capital Advisors, Ltd. LLC 0.01% Add +3.7% 198 $41K
Bell Investment Advisors, Inc 0.01% No change 197 $41K
Rogco, LP 0.02% Reduce -53.2% 196 $40K
Colonial Trust Advisors 0.00% Add +42.3% 195 $40K
Frazier Financial Advisors, LLC 0.03% Add +1.0% 194 $40K
Institutional & Family Asset Management, LLC 0.01% Reduce -0.5% 189 $39K
Kepos Capital LP 0.01% Reduce -13.2% 177 $36K
Dixon Mitchell Investment Counsel Inc. 0.00% New 170 $35K
Covestor Ltd 0.02% Reduce -1.2% 171 $35K
GW&K Investment Management, LLC 0.00% Reduce -19.3% 171 $35K
Canton Hathaway, LLC 0.01% No change 164 $34K
State of Wyoming 0.01% Reduce -64.1% 158 $33K
CoreCap Advisors, LLC 0.00% New 158 $33K
Atlas Capital Advisors Inc. 0.01% No change 158 $33K
Tradewinds Capital Management, LLC 0.01% Reduce -25.0% 150 $31K
Elevation Wealth Partners, LLC 0.02% No change 147 $30K
Jones Financial Companies LLLP 0.00% Reduce -44.1% 146 $30K
Cornerstone Planning Group LLC 0.01% Reduce -16.0% 147 $29K
Sachetta, LLC 0.01% No change 154 $29K
Clear Investment Research, LLC 0.04% Reduce -20.1% 139 $29K
Private Wealth Management Group, LLC 0.01% No change 139 $29K
Avalon Trust Co 0.00% No change 138 $28K
RFP Financial Group LLC 0.01% Reduce -6.8% 138 $28K
Pacific Center for Financial Services 0.01% No change 136 $28K
Solstein Capital, LLC 0.02% No change 135 $28K
Sunbelt Securities, Inc. 0.00% No change 132 $27K
Cherry Tree Wealth Management, LLC 0.01% No change 129 $27K
Headlands Technologies LLC 0.01% New 129 $27K
Piscataqua Savings Bank 0.02% Reduce -43.7% 129 $27K
Meeder Asset Management Inc. 0.00% New 124 $26K
Nvwm, LLC 0.01% Add +1.7% 121 $25K
Indiana Trust & Investment Management Co 0.01% New 120 $25K
Altshuler Shaham Ltd 0.00% Reduce -8.5% 119 $25K
Fortitude Family Office, LLC 0.02% Add +55.3% 118 $24K
Asset Dedication, LLC 0.00% No change 115 $24K
Valley National Advisers Inc. 0.00% Reduce -12.8% 116 $23K
REAP Financial Group, LLC 0.01% Reduce -15.3% 111 $23K
Atwood & Palmer Inc. 0.00% Add +179.5% 109 $22K
Abound Wealth Management 0.01% Add +0.9% 107 $22K
Key Financial Inc 0.01% No change 103 $21K
Perritt Capital Management Inc 0.01% No change 101 $21K
First Foundation Advisors 0.00% No change 99 $20K
Steph & Co. 0.01% New 97 $20K
WealthCollab, LLC 0.01% Reduce -39.9% 95 $20K
Raffa Wealth Management, LLC 0.01% No change 91 $19K
Slocum, Gordon & Co LLP 0.01% No change 90 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $18K
WR Wealth Planners, LLC 0.01% New 88 $18K
Anchor Investment Management, LLC 0.00% New 88 $18K
NFSG Corp 0.01% New 87 $18K
True Wealth Design, LLC 0.00% No change 85 $18K
FinTrust Capital Advisors, LLC 0.00% Reduce -12.4% 85 $18K
Clean Yield Group 0.01% No change 85 $18K
Oakworth Capital, Inc. 0.00% No change 85 $18K
First Personal Financial Services 0.00% No change 80 $16K
Crewe Advisors LLC 0.00% New 80 $16K
First Pacific Financial 0.00% No change 79 $16K
LRI Investments, LLC 0.00% — 78 $16K
Gleason Group, Inc. 0.00% No change 75 $15K
Arcadia Investment Management Corp. 0.00% No change 74 $15K
Cedar Wealth Management, LLC 0.00% New 71 $15K
Silicon Valley Capital Partners 0.00% No change 71 $15K
Carmichael Hill & Associates, Inc. 0.01% No change 70 $14K
Sound Income Strategies, LLC 0.00% No change 66 $14K
Aspect Partners, LLC 0.01% Add +1.6% 65 $13K
Central Bank & Trust Co. 0.00% No change 65 $13K
Global Assets Advisory, LLC 0.01% New 64 $13K
Tanglewood Legacy Advisors, LLC 0.01% No change 61 $13K
Creekmur Asset Management LLC 0.00% New 61 $13K
Pflug Koory, LLC 0.00% No change 61 $13K
Northwest Capital Management Inc 0.00% No change 58 $12K
Palisade Asset Management, LLC 0.00% New 57 $12K
Planning Capital Management Corp 0.01% Add +19.6% 55 $11K
Richardson Financial Services Inc. 0.01% Add +10.0% 55 $11K
Clearstead Trust, LLC 0.00% No change 55 $11K
Evermay Wealth Management LLC 0.00% Reduce -6.8% 55 $11K
Toth Financial Advisory Corp. 0.00% No change 55 $11K
FWL Investment Management, LLC 0.01% No change 52 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 50 $10K
Mascoma Wealth Management LLC 0.00% No change 50 $10K
LifeSteps Financial, Inc. 0.01% New 46 $9K
Salem Investment Counselors Inc. 0.00% Add +80.0% 45 $9K
Avion Wealth 0.00% Add +14.7% 39 $9K
Red Tortoise LLC 0.00% No change 43 $9K
Westend Capital Management, LLC 0.00% — 43 $9K
FSA Wealth Management LLC 0.00% No change 42 $9K
Rakuten Securities, Inc. 0.00% Reduce -21.1% 41 $8K
Horizons Wealth Management 0.01% No change 44 $8K
Global Financial Private Client, LLC 0.00% New 40 $8K
Bfsg, LLC 0.00% New 39 $8K
TFC Financial Management, Inc. 0.00% Add +5.9% 36 $7K
MeadowBrook Investment Advisors LLC 0.01% No change 36 $7K
Creative Capital Management Investments LLC 0.00% No change 35 $7K
First PREMIER Bank 0.00% New 36 $7K
Redmont Wealth Advisors LLC 0.01% New 33 $7K
Laurel Wealth Advisors LLC 0.00% No change 30 $6K
SJS Investment Consulting Inc. 0.00% Reduce -3.3% 29 $6K
DT Investment Partners, LLC 0.00% No change 29 $6K
Tacita Capital Inc 0.00% No change 29 $6K
Frank, Rimerman Advisors LLC 0.00% No change 29 $6K
First Financial Corp. 0.00% Reduce -88.7% 28 $6K
Valued Wealth Advisors LLC 0.00% Add +50.0% 27 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 21 $5K
Iron Horse Wealth Management, LLC 0.00% No change 24 $5K
Richard W. Paul & Associates, LLC 0.00% No change 24 $5K
Provenance Wealth Advisors, LLC 0.00% Reduce -48.9% 24 $5K
Main Street Group, LTD 0.00% No change 23 $5K
Arax Advisory Partners 0.00% Reduce -89.8% 22 $5K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
Pingora Partners LLC 0.00% New 20 $4K
Creative Financial Designs Inc. 0.00% New 20 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $4K
Pacific Capital Wealth Advisors, Inc. 0.00% New 19 $4K
North Star Investment Management Corp. 0.00% No change 18 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 17 $4K
Longfellow Investment Management Co. LLC 0.00% No change 17 $4K
Western Pacific Wealth Management, LP 0.00% New 16 $3K
Delos Wealth Advisors, LLC 0.00% Add +250.0% 14 $3K
Fairman Group, LLC 0.00% No change 13 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 11 $2K
Balefire, LLC 0.00% No change 11 $2K
Lummis Asset Management, LP 0.00% No change 8 $2K
GoalVest Advisory LLC 0.00% New 8 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 8 $2K
Highline Wealth Partners LLC 0.00% No change 6 $1K
Riggs Asset Managment Co. Inc. 0.00% New 5 $1K
Delta Asset Management LLC 0.00% No change 5 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 5 $1K
ClariVest Asset Management LLC 0.00% No change 5 $1K
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 3 $618
ORG Partners LLC 0.00% Reduce -99.8% 3 $611
WestEnd Advisors, LLC 0.00% New 2 $412
Castleview Partners, LLC 0.00% No change 1 $206
TFO Wealth Partners, LLC 0.00% Reduce -50.0% 1 $206

"% of holder's portfolio" is MRSH's weight in each manager's 13F, not the share of Marsh & McLennan Cos the manager owns.