Marsh & McLennan CosMRSH

13F holders, Q2 2024 (June 30)
1,476holders +33
101new positions
71sold out
11famous investors
$210.65avg. 13F price*

At the end of Q2 2024, 1,476 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, up 33 from Q1 2024. 101 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($9.3B), BlackRock Inc. ($8.9B) and FMR LLC ($4.4B). 11 famous investors held it, including Tom Gayner (1.5% of Markel Group's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions101$291.4M
Exits71$329.0M

All 13F filers, Q1 2024 → Q2 2024: 17,786,201 shares bought and 15,025,549 shares sold, net +2,760,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,476 holders

Vanguard Group Inc. 0.18% Add +0.3% 44,038,447 $9.3B
BlackRock Inc. 0.20% Add +0.9% 42,337,144 $8.9B
FMR LLC 0.28% Add +8.9% 20,926,925 $4.4B
State Street Corp. 0.19% Reduce -0.3% 20,903,224 $4.4B
Capital International Investors 0.79% Reduce -8.2% 18,308,112 $3.9B
Capital World Investors 0.61% Add +2.6% 17,672,247 $3.7B
Geode Capital Management, LLC 0.22% Add +9.8% 11,654,070 $2.5B
Massachusetts Financial Services Co. 0.72% Reduce -1.7% 11,069,159 $2.3B
T. Rowe Price Associates Inc. 0.27% Reduce -0.4% 10,582,471 $2.2B
Wellington Management Group LLP 0.34% Reduce -23.4% 9,094,262 $1.9B
Ameriprise Financial Inc. 0.45% Reduce -0.2% 7,936,217 $1.7B
Bank of America Corp. 0.15% Reduce -2.3% 7,620,429 $1.6B
Mawer Investment Management Ltd. 6.95% Reduce -2.0% 6,970,148 $1.5B
Morgan Stanley 0.10% Add +4.3% 6,328,329 $1.3B
Norges Bank 0.19% Reduce -0.1% 6,082,403 $1.3B
Northern Trust Corp. 0.19% Reduce -0.2% 5,451,616 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% Add +20.1% 4,684,969 $987.2M
Nuveen Asset Management, LLC 0.28% Reduce -1.6% 4,618,181 $973.1M
Parnassus Investments, LLC 1.92% Reduce -0.7% 4,189,126 $882.7M
T. Rowe Price Investment Management, Inc. 0.54% Add +0.3% 4,061,285 $855.8M
UBS Group AG 0.25% Add +9.9% 3,931,712 $828.5M
JPMorgan Chase & Co. 0.07% Reduce -18.0% 3,815,532 $804.0M
Goldman Sachs Group Inc. 0.16% Add +9.8% 3,786,103 $797.8M
Legal & General Group Plc 0.22% Add +1.2% 3,613,429 $761.4M
Deutsche Bank AG 0.33% Add +22.2% 3,457,956 $728.7M
Artisan Partners Limited Partnership 1.11% Add +0.1% 3,450,272 $727.0M
Clearbridge Investments, LLC 0.58% Add +1.7% 3,409,110 $718.4M
Bank of New York Mellon Corp 0.13% Reduce -3.3% 3,308,504 $697.2M
Wells Fargo & Company 0.18% Add +0.1% 3,307,049 $696.9M
Jensen Investment Management Inc. 5.56% Add +1.3% 3,226,258 $679.8M
Lazard Asset Management LLC 0.89% Reduce -3.8% 3,114,726 $656.3M
Primecap Management Co. 0.44% Reduce -0.3% 2,871,716 $605.1M
Amundi 0.23% Add +77.7% 2,808,972 $598.0M
Capital Research Global Investors 0.12% Add +18.2% 2,674,606 $563.6M
Charles Schwab Investment Management Inc. 0.11% Add +1.9% 2,673,495 $563.4M
Longview Partners (Guernsey) LTD 4.15% Reduce -11.8% 2,654,657 $559.4M
Nippon Life Insurance Co. 24.29% No change 2,622,700 $552.7M
Alphinity Investment Management Pty Ltd 3.84% Add +25.9% 2,475,115 $521.6M
Invesco Ltd. 0.11% Add +2.4% 2,446,585 $515.5M
California Public Employees Retirement System 0.37% Reduce -24.1% 2,370,939 $499.6M
Barclays PLC 0.22% Reduce -5.4% 2,247,910 $473.7M
Janus Henderson Group PLC 0.25% Add +2.2% 2,189,737 $461.4M
Royal Bank of Canada 0.10% Add +30.2% 2,023,274 $426.3M
Dimensional Fund Advisors LP 0.11% Add +10.6% 1,978,875 $417.0M
Bahl & Gaynor LLC 2.17% Reduce -1.1% 1,842,276 $388.2M
Impax Asset Management Group plc 1.47% Add +14.2% 1,716,610 $360.8M
Robeco Institutional Asset Management B.V. 0.74% Reduce -12.5% 1,630,916 $343.7M
Montrusco Bolton Investments Inc. 3.50% Reduce -5.3% 1,618,461 $333.9M
Ako Capital LLP 4.31% Add +16.6% 1,486,981 $313.3M
Navera Investment Management Ltd. 5.78% Add +4.0% 1,460,625 $307.8M
Swiss National Bank 0.21% Reduce -1.4% 1,455,700 $306.7M
Alliancebernstein L.P. 0.10% Reduce -1.2% 1,367,293 $288.1M
HSBC Holdings PLC 0.18% Add +14.4% 1,319,365 $278.2M
American Century Companies Inc. 0.17% Reduce -7.2% 1,278,660 $269.4M
Bank of Montreal 0.08% Add +3.0% 1,212,906 $260.2M
DekaBank Deutsche Girozentrale 0.46% Add +1.8% 1,196,279 $254.5M
Envestnet Asset Management Inc. 0.09% Add +17.5% 1,175,640 $247.7M
Storebrand Asset Management As 0.82% Add +1.7% 1,166,244 $245.8M
FIL Ltd 0.24% Add +10.7% 1,164,427 $245.4M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -6.7% 1,162,365 $244.9M
Acadian Asset Management LLC 0.75% Reduce -8.3% 1,159,536 $244.3M
Findlay Park Partners LLP 2.29% Reduce -0.8% 1,155,267 $243.4M
Caisse de depot et placement du Quebec 0.58% Reduce -18.3% 1,137,365 $239.7M
First Trust Advisors LP 0.24% Reduce -6.2% 1,125,566 $237.2M
W1M Investment Management Ltd 4.19% Add +10.1% 1,054,632 $222.2M
Aviva PLC 0.63% Add +10.9% 1,052,636 $221.8M
Rhumbline Advisers 0.20% Reduce -1.3% 1,020,054 $214.9M
Polar Capital Holdings Plc 1.26% Reduce -0.0% 1,004,011 $211.6M
Raymond James & Associates 0.13% Add +2.6% 925,411 $195.0M
Jennison Associates LLC 0.12% Reduce -0.8% 924,490 $194.8M
Voloridge Investment Management, LLC 0.71% Reduce -9.3% 904,686 $190.6M
Ninety One UK Ltd 0.52% Reduce -2.0% 900,747 $189.8M
Nordea Investment Management AB 0.22% Reduce -1.8% 890,890 $188.5M
National Pension Service 0.20% Add +1.3% 846,858 $178.4M
California State Teachers Retirement System 0.22% Add +1.7% 838,119 $176.6M
Principal Financial Group Inc. 0.10% Reduce -1.0% 815,133 $171.8M
Capital Group Private Client Services, Inc. 1.70% Add +6.0% 804,937 $169.6M
TD Asset Management Inc 0.15% Reduce -3.9% 780,053 $164.4M
Truist Financial Corp. 0.24% Add +93.9% 761,974 $160.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.18% Add +13.1% 759,145 $160.0M
New York State Common Retirement Fund 0.21% Reduce -1.0% 757,261 $159.6M
Qube Research & Technologies Ltd 0.28% Reduce -34.4% 729,295 $153.7M
Natixis Advisors, LLC 0.33% Add +10.8% 714,362 $150.5M
Markel Group 1.46% Add +1.8% 706,500 $148.9M
Assenagon Asset Management S.A. 0.36% Add +4991.4% 693,087 $146.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +12.1% 677,877 $142.8M
Schroder Investment Management Group 0.15% Add +8.5% 655,985 $138.2M
Aberdeen Group plc 0.26% Reduce -1.5% 645,021 $135.9M
Assetmark, Inc. 0.42% Reduce -2.4% 638,525 $134.5M
TrinityBridge Ltd 4.50% Add +0.2% 628,164 $132.4M
Woodline Partners LP 1.18% New 585,204 $123.3M
Epoch Investment Partners, Inc. 0.56% Add +7.7% 584,445 $123.2M
CANADA LIFE ASSURANCE Co 0.23% Add +3.8% 574,506 $121.1M
Prudential Financial Inc. 0.18% Reduce -12.3% 570,947 $120.3M
PNC Financial Services Group, Inc. 0.08% Add +2.6% 566,291 $119.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.30% Add +18.3% 554,864 $116.9M
Allianz Asset Management GmbH 0.19% Reduce -28.7% 551,463 $116.2M
BNP Paribas Financial Markets 0.13% Add +6.6% 544,811 $114.8M
M&G PLC 0.78% Reduce -6.3% 538,546 $113.6M
Lord, Abbett & Co. LLC 0.37% Add +15.4% 526,201 $110.9M
Coho Partners, Ltd. 3.81% Reduce -24.9% 519,069 $109.4M
Bradley Foster & Sargent Inc. 1.93% Reduce -0.4% 507,160 $106.9M
Credit Agricole S A 0.65% Add +1567.3% 500,579 $105.5M
Balyasny Asset Management L.P. 0.28% Add +42.6% 496,715 $104.7M
CCLA Investment Management 1.61% Add +11.2% 496,327 $104.6M
State Board of Administration of Florida Retirement System 0.21% Reduce -10.7% 495,800 $104.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.34% Reduce -2.8% 488,666 $103.0M
Citigroup Inc. 0.10% Add +30.0% 484,800 $102.2M
Pictet Asset Management Holding SA 0.12% Reduce -10.7% 480,417 $101.2M
Johnson Investment Counsel Inc. 1.05% Reduce -0.8% 471,754 $99.4M
Intermede Investment Partners Ltd 2.08% Reduce -6.2% 468,068 $98.6M
Russell Investments Group, Ltd. 0.16% Add +1.5% 465,875 $98.2M
APG Asset Management N.V. 0.17% Add +0.9% 484,321 $95.2M
Bristol Gate Capital Partners Inc. 4.62% Reduce -4.2% 442,665 $93.3M
Mariner, LLC 0.18% Add +2.9% 442,430 $93.2M
Rathbones Group PLC 0.50% Add +9.5% 436,203 $91.9M
Birch Hill Investment Advisors LLC 4.42% Reduce -0.8% 434,043 $91.5M
Mackenzie Financial Corp. 0.13% Add +3.6% 421,855 $88.9M
Ossiam 1.60% Add +494.1% 400,972 $84.5M
Manufacturers Life Insurance Company, The 0.08% Reduce -59.6% 394,819 $83.2M
New York State Teachers Retirement System 0.17% Reduce -7.2% 391,301 $82.5M
Crawford Investment Counsel Inc. 1.52% Add +1.8% 378,559 $79.8M
Stifel Financial Corp. 0.09% Add +6.4% 375,263 $79.1M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -4.1% 374,257 $78.9M
Capital International, Inc. 0.95% Add +3.0% 339,808 $71.6M
Renaissance Technologies 0.12% Add +21.3% 339,600 $71.6M
Canada Pension Plan Investment Board 0.07% Add +30.7% 337,980 $71.2M
AQR Capital Management 0.11% Add +2.3% 335,728 $70.7M
Sei Investments Co. 0.10% Reduce -6.8% 330,934 $69.7M
Nomura Asset Management Co. Ltd. 0.24% Add +0.5% 329,676 $69.5M
Erste Asset Management GmbH 0.92% Add +4.0% 328,411 $69.2M
Corient Private Wealth LP 0.12% Reduce -13.5% 327,275 $69.0M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -17.0% 317,661 $66.9M
Baird Financial Group, Inc. 0.14% Add +1.6% 312,343 $65.8M
Millennium Management 0.06% Reduce -29.0% 311,201 $65.6M
Abn Amro Investment Solutions 1.19% Reduce -7.3% 310,703 $65.5M
Silvercrest Asset Management Group LLC 0.45% Reduce -1.1% 310,050 $65.3M
HighTower Advisors, LLC 0.10% Add +2.6% 305,607 $64.4M
State of Wisconsin Investment Board 0.17% Reduce -6.4% 300,787 $63.4M
Van Lanschot Kempen Investment Management N.V. 0.69% Add +8.3% 293,265 $61.8M
Korea Investment CORP 0.15% Reduce -23.1% 279,086 $58.8M
Verition Fund Management LLC 0.50% Add +51.8% 278,547 $58.7M
Bowen Hanes & Co. Inc. 1.62% Reduce -1.1% 277,641 $58.5M
National Bank of Canada 0.09% Add +150.6% 276,466 $58.1M
Madison Asset Management, LLC 0.72% Reduce -2.3% 275,524 $58.1M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -1.4% 269,738 $56.8M
Swedbank AB 0.08% Reduce -5.1% 266,508 $56.2M
Calamos Advisors LLC 0.39% Reduce -6.5% 264,984 $55.8M
Teacher Retirement System of Texas 0.32% Add +52.6% 263,259 $55.5M
Quilter Plc 1.24% Add +7.0% 263,175 $55.5M
Boston Trust Walden Corp 0.40% Reduce -5.2% 257,952 $54.4M
Ensign Peak Advisors, Inc 0.10% Reduce -7.4% 256,727 $54.1M
Vaughan David Investments LLC 1.36% Reduce -0.0% 254,567 $53.6M
Toronto Dominion Bank 0.09% Reduce -14.3% 251,956 $53.1M
Fifth Third Bancorp 0.20% Reduce -7.9% 251,674 $53.0M
Public Employees Retirement System of Ohio 0.21% Reduce -6.5% 249,697 $52.6M
Unigestion Holding SA 2.82% Reduce -0.7% 270,598 $51.3M
Donaldson Capital Management, LLC 2.08% Add +7.5% 235,228 $49.6M
Skandinaviska Enskilda Banken AB (publ) 0.24% Add +139.2% 232,655 $49.0M
Danske Bank A/S 0.18% Add +2.8% 232,187 $48.9M
Hardman Johnston Global Advisors LLC 1.87% Reduce -3.1% 229,287 $48.3M
LPL Financial LLC 0.02% Add +9.9% 226,097 $47.6M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -5.4% 223,348 $47.1M
Treasurer of the State of North Carolina 0.20% Reduce -3.0% 220,678 $46.5M
Pathstone Holdings, LLC 0.21% Reduce -0.5% 219,757 $46.3M
Ycg, LLC 3.73% Add +0.2% 216,832 $45.7M
Voya Investment Management LLC 0.05% Reduce -9.2% 216,082 $45.5M
Flputnam Investment Management Co. 0.85% Reduce -1.2% 213,840 $45.1M
Two Sigma Investments, LP 0.11% Add +164.2% 212,750 $44.8M
Royal London Asset Management Ltd. 0.11% Reduce -0.5% 206,183 $43.4M
B. Metzler seel. Sohn & Co. AG 0.42% Reduce -3.4% 205,216 $43.2M
Avity Investment Management Inc. 3.41% Reduce -0.1% 200,691 $42.3M
Asset Management One Co., Ltd. 0.16% Reduce -1.9% 196,470 $41.4M
Mn Services Vermogensbeheer B.V. 0.30% Reduce -2.3% 194,888 $41.1M
State of Tennessee, Department of Treasury 0.15% Add +15.7% 190,543 $40.2M
Zacks Investment Management 0.45% Add +9.3% 190,017 $40.0M
Dundas Partners LLP 3.06% Add +4.8% 187,494 $39.5M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Reduce -30.6% 182,450 $38.4M
Victory Capital Management Inc. 0.04% Reduce -9.4% 180,218 $38.0M
State of New Jersey Common Pension Fund D 0.17% Reduce -35.5% 179,791 $37.9M
Handelsbanken Fonder AB 0.16% Reduce -5.8% 178,655 $37.6M
Franklin Resources Inc. 0.01% Add +0.0% 176,657 $37.2M
Jane Street Group, LLC 0.04% Reduce -12.0% 174,514 $36.8M
STRS Ohio 0.14% Reduce -2.4% 173,490 $36.6M
Rafferty Asset Management, LLC 0.14% Add +0.1% 173,307 $36.5M
Janney Montgomery Scott LLC 0.11% Add +8.0% 172,962 $36.4M
Thrivent Financial for Lutherans 0.07% Add +5.5% 169,151 $35.6M
Los Angeles Capital Management LLC 0.12% Reduce -1.2% 165,670 $34.9M
Glenmede Trust Co. NA 0.18% Reduce -4.3% 164,070 $34.6M
D. E. Shaw & Co. 0.05% Add +71.7% 163,640 $34.5M
Resona Asset Management Co.,Ltd. 0.21% Reduce -5.3% 163,567 $34.5M
LGT Capital Partners LTD. 1.17% Add +67.0% 163,280 $34.4M
Natixis 0.21% Add +110.0% 161,594 $34.1M
Citadel Advisors 0.03% Add +190.1% 156,587 $33.0M
Nisa Investment Advisors, LLC 0.21% Reduce -1.9% 156,262 $32.9M
Comerica Bank 0.14% Reduce -1.5% 154,257 $32.5M
Whittier Trust Co. 0.46% Add +3.7% 152,875 $32.2M
Corebridge Financial, Inc. 0.18% — 151,603 $31.9M
US Bancorp \de 0.04% Add +0.7% 149,948 $31.6M
1832 Asset Management L.P. 0.06% Reduce -1.9% 149,350 $31.5M
Macquarie Group Ltd. 0.04% Add +4.3% 148,351 $31.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.35% — 148,031 $31.2M
AXA S.A. 0.09% Reduce -12.9% 147,502 $31.1M
Allspring Global Investments Holdings, LLC 0.05% Reduce -19.9% 145,640 $30.7M
Formuepleje A/S 1.69% Add +12.1% 145,305 $30.6M
State of Michigan Retirement System 0.15% Add +0.2% 143,175 $30.2M
Arizona State Retirement System 0.20% Add +0.7% 142,534 $30.0M
Vancity Investment Management Ltd 1.89% New 149,498 $29.8M
Gillson Capital LP 2.86% New 140,766 $29.7M
Badgley Phelps Wealth Managers, LLC 0.73% Reduce -4.1% 140,579 $29.6M
Cumberland Partners Ltd 2.15% Reduce -1.7% 140,476 $29.6M
Teachers Retirement System of the State of Kentucky 0.26% Reduce -5.2% 138,659 $29.2M
Susquehanna International Group, LLP 0.05% Add +16.7% 137,906 $29.1M
Forsta Ap-Fonden 0.26% Reduce -7.7% 137,300 $28.9M
Ilmarinen Mutual Pension Insurance Co 0.34% No change 137,200 $28.9M
Neuberger Berman Group LLC 0.02% Add +1.8% 135,607 $28.6M
MetLife Investment Management, LLC 0.17% Add +2.2% 134,564 $28.4M
EULAV Asset Management 0.75% No change 132,000 $27.8M
HRT Financial LP 0.15% Add +361.8% 130,696 $27.5M
Stock Yards Bank & Trust Co. 0.91% Reduce -0.1% 130,333 $27.5M
Prio Wealth Limited Partnership 0.80% Reduce -8.8% 127,311 $26.8M
Federation des caisses Desjardins du Quebec 0.14% Reduce -7.0% 126,818 $26.7M
AEGON ASSET MANAGEMENT UK Plc 0.37% Add +761.6% 124,664 $26.3M
Choate Investment Advisors 0.67% Add +2402.3% 121,610 $25.6M
Guggenheim Capital LLC 0.18% Reduce -13.9% 120,033 $25.3M
Intech Investment Management LLC 0.31% Reduce -50.9% 119,743 $25.2M
Horizon Kinetics Asset Management LLC 0.45% Reduce -5.3% 119,714 $25.2M
Worldquant Millennium Advisors LLC 0.23% Add +48.7% 118,733 $25.0M
Tredje AP-fonden 0.24% Add +12.2% 118,392 $24.9M
Focus Partners Wealth 0.08% Add +140.5% 114,158 $24.1M
Daiichi Life Insurance Co., Ltd. 0.58% Reduce -4.3% 113,976 $24.0M
AMF Tjanstepension AB 0.18% No change 113,181 $23.9M
Alberta Investment Management Corp 0.26% Add +173.3% 112,338 $23.7M
Panagora Asset Management Inc. 0.12% Reduce -52.0% 111,521 $23.5M
Varma Mutual Pension Insurance Co 0.19% Reduce -5.2% 111,204 $23.4M
Boston Family Office LLC 1.65% Reduce -1.3% 108,946 $23.0M
Retirement Systems of Alabama 0.09% Add +0.1% 108,691 $22.9M
Brown Brothers Harriman & Co. 0.17% Reduce -0.2% 108,418 $22.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +0.2% 108,227 $22.8M
Onex Canada Asset Management Inc. 2.59% Reduce -8.8% 107,963 $22.7M
Captrust Financial Advisors 0.07% Add +13.6% 107,828 $22.7M
Walter Public Investments Inc. 4.34% Add +14.2% 107,687 $22.7M
Martingale Asset Management L P 0.49% Reduce -5.3% 107,545 $22.7M
DNB Asset Management AS 0.11% Add +0.8% 107,223 $22.6M
DAVENPORT & Co LLC 0.14% Add +13.3% 104,263 $22.0M
Xponance LLC 0.22% Reduce -23.3% 104,208 $22.0M
Sequoia Financial Advisors, LLC 0.26% Add +18.0% 102,025 $21.5M
Crestwood Advisors Group, LLC 0.44% Reduce -0.4% 101,843 $21.5M
WASHINGTON TRUST Co 0.78% Reduce -2.1% 101,459 $21.4M
ProShare Advisors LLC 0.06% Add +4.9% 100,846 $21.3M
Amalgamated Bank 0.18% Reduce -5.3% 100,406 $21.2M
Marshall Wace, LLP 0.03% New 99,100 $20.9M
Van Eck Associates Corp. 0.03% Add +10.0% 98,838 $20.8M
Cerity Partners LLC 0.06% Reduce -8.6% 98,374 $20.7M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Reduce -12.5% 87,976 $20.6M
USS Investment Management Ltd 0.17% Add +2.2% 97,740 $20.6M
IFM Investors Pty Ltd 0.21% Add +0.6% 97,688 $20.6M
Commonwealth Equity Services, LLC 0.03% Add +2.0% 97,356 $20.5M
QRG Capital Management, Inc. 0.24% Reduce -7.1% 96,515 $20.3M
Adams Diversified Equity Fund, Inc. 0.69% Reduce -3.9% 96,200 $20.3M
Cibc World Markets Corp. 0.13% Reduce -24.4% 94,380 $19.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +59.4% 94,175 $19.8M
KBC Group NV 0.06% Reduce -4.5% 94,067 $19.8M
SG Americas Securities, LLC 0.13% Reduce -79.9% 93,911 $19.8M
Czech National Bank 0.23% Add +8.5% 93,893 $19.8M
Creative Planning 0.02% Add +7.1% 92,722 $19.5M
CIBC Asset Management Inc 0.07% Reduce -4.7% 92,337 $19.5M
Tudor Investment Corporation 0.22% Add +103.4% 91,510 $19.3M
PGGM Investments 0.28% Reduce -1.6% 91,197 $19.2M
SVB Wealth LLC 0.48% Reduce -4.1% 91,094 $19.2M
Cibc World Market Inc. 0.05% Add +675.6% 90,749 $19.1M
Carnegie Investment Counsel 0.59% Add +3.9% 89,709 $18.9M
Squarepoint Ops LLC 0.07% Add +555.0% 87,391 $18.4M
Wesleyan Assurance Society 1.58% No change 86,426 $18.2M
Man Group plc 0.05% Reduce -32.7% 86,223 $18.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 85,430 $18.0M
Private Capital Advisors, Inc. 2.00% Reduce -3.4% 85,132 $17.9M
Osborne Partners Capital Management, LLC 1.07% Add +1.7% 84,638 $17.8M
Public Sector Pension Investment Board 0.11% Add +7.7% 83,525 $17.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +3.1% 83,052 $17.5M
Banco Santander, S.A. 0.21% Add +23.6% 81,369 $17.1M
Utah Retirement Systems 0.20% Reduce -5.4% 81,221 $17.1M
Fort Pitt Capital Group, LLC 0.51% Reduce -4.6% 79,915 $16.8M
Scotia Capital Inc. 0.10% Add +3.1% 79,423 $16.7M
Factory Mutual Insurance Co. 0.19% No change 79,400 $16.7M
TD Waterhouse Canada Inc. 0.15% Add +17.0% 79,150 $16.7M
Segment Wealth Management, LLC 1.23% Add +1.1% 78,919 $16.6M
Northwest & Ethical Investments L.P. 0.48% Add +10.3% 78,730 $16.6M
Torray Investment Partners LLC 2.45% Reduce -10.5% 77,877 $16.4M
Gabelli Funds LLC 0.13% Reduce -5.2% 77,400 $16.3M
Sanctuary Advisors, LLC 0.12% — 81,871 $16.2M
New York Life Investment Management LLC 0.16% Add +1.1% 74,798 $15.8M
Alaska Permanent Fund Corp 0.23% Add +0.5% 70,443 $15.7M
Atria Investments, Inc 0.20% Add +12.8% 74,306 $15.7M
O'shaughnessy Asset Management, LLC 0.16% Add +8.4% 74,134 $15.6M
Nixon Peabody Trust Co. 1.38% Reduce -4.3% 73,892 $15.6M
Curi Capital, LLC 0.36% Reduce -4.6% 71,733 $15.1M
Rockefeller Capital Management L.P. 0.04% Reduce -0.5% 71,264 $15.0M
Yousif Capital Management, LLC 0.17% Reduce -0.3% 71,100 $15.0M
Oppenheimer Asset Management Inc. 0.19% Add +41.0% 69,324 $14.6M
Compagnie Lombard Odier SCmA 0.24% Add +4.5% 68,584 $14.5M
Prudential PLC 0.10% Add +27.5% 68,579 $14.5M
Fulton Breakefield Broenniman LLC 1.07% Reduce -0.6% 68,535 $14.4M
Baker Avenue Asset Management, LP 0.49% Reduce -0.4% 67,961 $14.3M
Public Employees Retirement Association of Colorado 0.06% Reduce -2.7% 67,622 $14.2M
JLB & Associates Inc. 1.92% Reduce -0.9% 67,616 $14.2M
West Coast Financial LLC 1.65% Add +0.9% 66,111 $13.9M
Washington Trust Bank 1.35% Add +2.2% 64,921 $13.7M
Ethic Inc. 0.32% Add +16.5% 64,743 $13.6M
Brown Advisory Inc. 0.02% Add +14.3% 64,289 $13.5M
Levin Capital Strategies, L.P. 1.42% Reduce -1.1% 63,888 $13.5M
Candriam S.C.A. 0.08% Add +6.4% 63,355 $13.3M
Raymond James Financial Services Advisors, Inc. 0.02% Add +15.4% 63,192 $13.3M
State of Alaska, Department of Revenue 0.15% Reduce -1.6% 62,405 $13.1M
Mutual of America Capital Management LLC 0.14% Reduce -3.7% 62,134 $13.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +14.3% 61,972 $13.1M
ING Groep NV 0.08% Reduce -1.8% 60,943 $12.8M
Harbour Trust & Investment Management Co 1.52% Add +0.3% 60,532 $12.8M
Nissay Asset Management Corp. /Japan 0.08% Add +4.0% 60,529 $12.8M
Apollon Wealth Management, LLC 0.39% Add +2.9% 60,267 $12.7M
First American Bank 0.94% Add +0.3% 59,741 $12.6M
Whittier Trust Co. of Nevada Inc. 0.35% Add +1.8% 58,906 $12.4M
Annex Advisory Services, LLC 0.43% Add +2.5% 57,572 $12.1M
King Luther Capital Management Corp. 0.06% Add +313.5% 57,532 $12.1M
Aptus Capital Advisors, LLC 0.23% Add +30.1% 57,104 $12.0M
Swiss Life Asset Management Ltd 0.14% Add +28.8% 56,544 $11.9M
Orion Porfolio Solutions, LLC 0.12% Reduce -1.9% 55,946 $11.8M
Orion Portfolio Solutions, LLC 0.12% Reduce -1.9% 55,946 $11.8M
Wealthfront Advisers LLC 0.04% Add +0.7% 55,762 $11.8M
Running Oak Capital LLC 1.82% Add +6.3% 55,684 $11.7M
Bank of Nova Scotia 0.02% Reduce -43.4% 55,671 $11.7M
Cetera Investment Advisers 0.03% Reduce -0.9% 55,017 $11.6M
CIBC Private Wealth Group LLC 0.02% Reduce -1.1% 53,843 $11.5M
Azimuth Capital Investment Management LLC 0.46% Reduce -0.2% 54,114 $11.4M
Osaic Holdings, Inc. 0.03% Add +13.1% 54,032 $11.4M
L1 Capital International Pty Ltd 4.55% Add +6.5% 54,112 $11.4M
Daiwa Securities Group Inc. 0.06% Add +10.1% 53,816 $11.3M
Foyston, Gordon & Payne Inc 2.79% Add +0.2% 53,708 $11.3M
Capital International Sarl 0.33% Add +115.4% 50,926 $10.7M
M&T Bank Corp 0.04% Reduce -8.8% 49,045 $10.3M
Pacer Advisors, Inc. 0.02% Reduce -0.5% 48,719 $10.3M
Advisors Asset Management, Inc. 0.20% Reduce -23.2% 48,707 $10.3M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Reduce -28.0% 48,597 $10.2M
Vanguard Personalized Indexing Management, LLC 0.19% Add +10.1% 48,500 $10.2M
Segall Bryant & Hamill, LLC 0.18% Reduce -9.8% 47,762 $10.1M
Mercer Global Advisors Inc. 0.03% Add +4.6% 47,729 $10.1M
SpiderRock Advisors, LLC 0.26% Add +9.9% 47,188 $9.9M
Illinois Municipal Retirement Fund 0.15% No change 46,775 $9.9M
Bell Asset Management Ltd 1.37% Reduce -7.8% 46,442 $9.8M
Interval Partners, LP 0.29% Reduce -14.1% 46,430 $9.8M
Sawgrass Asset Management LLC 1.06% Reduce -1.7% 46,334 $9.8M
Dupont Capital Management Corp. 0.84% Reduce -18.4% 45,873 $9.7M
Pinebridge Investments, L.P. 0.08% Reduce -1.3% 45,755 $9.6M
MML Investors Services, LLC 0.04% Reduce -15.7% 45,461 $9.6M
Envestnet Portfolio Solutions, Inc. 0.03% Add +1.0% 45,309 $9.5M
Walleye Capital LLC 0.11% Add +132.7% 44,373 $9.4M
Cresset Asset Management, LLC 0.04% Add +10.5% 43,561 $9.2M
Orange Investment Advisors, Inc. 1.17% Reduce -13.0% 47,056 $9.0M
Artemis Investment Management LLP 0.12% New 42,555 $9.0M
Huntington National Bank 0.09% Reduce -1.2% 42,414 $8.9M
Oregon Public Employees Retirement Fund 0.18% Add +0.6% 42,325 $8.9M
Elo Mutual Pension Insurance Co 0.20% Reduce -7.9% 41,489 $8.7M
Vestcor Inc 0.29% Add +0.2% 41,329 $8.7M
Gulf International Bank (UK) Ltd 0.22% Reduce -0.3% 40,881 $8.6M
Blair William & Co. 0.03% Reduce -0.7% 40,630 $8.6M
Lido Advisors, LLC 0.07% Add +15.9% 40,277 $8.5M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.08% No change 43,000 $8.5M
Phoenix Financial Ltd. 0.13% Add +14.2% 39,591 $8.3M
Builder Investment Group Inc. 2.27% Reduce -0.1% 39,406 $8.3M
Contravisory Investment Management, Inc. 1.83% Reduce -2.5% 39,122 $8.2M
Calamos Wealth Management LLC 0.45% Add +1.7% 39,087 $8.2M
Avantax Advisory Services, Inc. 0.06% Add +166.2% 38,729 $8.2M
Maryland State Retirement & Pension System 0.15% Reduce -1.1% 38,431 $8.1M
Marks Group Wealth Management, Inc 0.84% Reduce -1.3% 38,017 $8.0M
Mizuho Securities USA LLC 0.18% New 37,988 $8.0M
Stokes Capital Advisors, LLC 2.19% Add +6.1% 37,376 $7.9M
Kentucky Retirement Systems 0.23% Reduce -0.6% 37,130 $7.8M
MinichMacGregor Wealth Management, LLC 1.89% Add +13.9% 36,705 $7.7M
Schonfeld Strategic Advisors LLC 0.06% Add +662.0% 36,498 $7.7M
Bennett Selby Investments LP 3.45% No change 36,489 $7.7M
Longbow Finance SA 0.79% Reduce -6.2% 36,444 $7.7M
Achmea Investment Management B.V. 0.14% Reduce -38.8% 36,289 $7.6M
CI Investments Inc. 0.03% Reduce -34.8% 36,148 $7.6M
Bancreek Capital Management, LP 5.92% Add +1.5% 35,976 $7.6M
Auxier Asset Management LLC 1.19% Reduce -0.0% 35,605 $7.5M
FORA Capital, LLC 0.91% Add +21.6% 35,423 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -66.3% 35,101 $7.4M
MBB Public Markets I LLC 0.15% Add +3139.9% 34,667 $7.3M
Strategic Wealth Investment Group, LLC 0.92% — 34,542 $7.3M
Steward Partners Investment Advisory, LLC 0.08% Add +1.0% 33,862 $7.1M
Ipswich Investment Management Co., Inc. 1.66% Add +0.4% 33,733 $7.1M
SYSTM Wealth Solutions LLC 1.58% Add +4.8% 33,585 $7.1M
Edmond DE Rothschild Holding S.A. 0.12% Add +33.9% 33,379 $7.0M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -0.0% 32,623 $6.9M
Crossmark Global Holdings, Inc. 0.13% Add +0.6% 31,860 $6.7M
Cary Street Partners Investment Advisory LLC 0.27% Add +7.1% 31,737 $6.7M
Hartford Investment Management Co. 0.23% Reduce -2.4% 31,680 $6.7M
Siemens Fonds Invest GmbH 0.50% Add +0.3% 31,596 $6.7M
NewEdge Advisors, LLC 0.05% Add +29.0% 31,492 $6.6M
Simplicity Wealth,LLC 0.15% Add +3.5% 31,213 $6.6M
NBT Bank, N.A. 0.47% Reduce -2.1% 31,051 $6.5M
Exencial Wealth Advisors, LLC 0.24% Reduce -9.4% 30,794 $6.5M
Alps Advisors Inc. 0.04% No change 30,773 $6.5M
Tower View Wealth Management LLC 3.71% Add +0.8% 30,690 $6.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.3% 30,483 $6.4M
Bayesian Capital Management, LP 0.73% New 30,371 $6.4M
Stonegate Investment Group, LLC 0.19% Reduce -0.4% 30,367 $6.4M
Ieq Capital, LLC 0.09% Add +6.6% 30,335 $6.4M
Bleakley Financial Group, LLC 0.18% Reduce -0.8% 29,983 $6.3M
Federated Hermes, Inc. 0.01% Reduce -1.7% 29,314 $6.2M
Synovus Financial Corp. 0.08% Add +3.3% 29,097 $6.1M
Bessemer Group Inc. 0.01% Add +8.3% 28,657 $6.0M
Securian Asset Management, Inc. 0.17% Reduce -2.2% 28,331 $6.0M
Louisiana State Employees Retirement System 0.11% Reduce -2.5% 27,900 $5.9M
Snowden Capital Advisors LLC 0.18% Reduce -1.9% 27,897 $5.9M
Legacy Advisors, LLC 0.71% Add +7.4% 27,793 $5.9M
Vontobel Holding Ltd. 0.02% Reduce -23.2% 27,299 $5.8M
Wolverine Trading, LLC 0.09% Add +17.1% 27,044 $5.7M
Oak Ridge Investments LLC 0.54% Add +5.6% 26,915 $5.7M
FineMark National Bank & Trust 0.21% Add +1.3% 26,658 $5.6M
Cape Cod Five Cents Savings Bank 0.54% Reduce -1.4% 26,614 $5.6M
Cornerstone Advisors, LLC 0.23% Reduce -5.0% 26,300 $5.5M
American Trust 0.45% Reduce -5.6% 26,169 $5.5M
Cyndeo Wealth Partners, LLC 0.43% Add +2.0% 26,162 $5.5M
Commerce Bank 0.04% Add +0.1% 25,943 $5.5M
Harrington Investments, INC 3.09% Reduce -2.8% 25,864 $5.5M
Diversified Trust Co. 0.15% Add +56.1% 25,553 $5.4M
Bonness Enterprises Inc. 1.97% No change 25,500 $5.4M
Capital Planning Advisors, LLC 0.92% Add +4.0% 25,415 $5.4M
BNC Wealth Management, LLC 1.96% Reduce -2.0% 25,001 $5.3M
New Mexico Educational Retirement Board 0.18% No change 24,841 $5.2M
CX Institutional 0.25% Add +4.5% 24,792 $5.2M
Keybank National Association 0.02% Reduce -1.2% 24,787 $5.2M
Reliant Investment Management, LLC 2.42% Add +0.5% 24,409 $5.1M
UniSuper Management Pty Ltd 0.04% Add +114.8% 24,053 $5.1M
Kestra Advisory Services, LLC 0.03% Add +8.2% 24,182 $5.1M
Parcion Private Wealth LLC 0.46% Add +0.9% 23,831 $5.0M
First National Bank of Mount Dora, Trust Investment Services 1.20% Reduce -0.1% 23,610 $5.0M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Add +5.1% 23,498 $5.0M
Metis Global Partners, LLC 0.17% Add +0.0% 23,397 $4.9M
Essex LLC 1.09% Reduce -2.0% 23,192 $4.9M
Kinsale Capital Group, Inc. 1.69% Add +22.7% 23,124 $4.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.38% Add +0.5% 22,784 $4.8M
BNP Paribas 0.24% Reduce -2.9% 22,823 $4.8M
Brevan Howard Capital Management LP 0.32% Add +477.1% 22,490 $4.7M
Lafayette Investments, Inc. 1.06% Reduce -0.2% 22,033 $4.6M
Axxcess Wealth Management, LLC 0.13% Add +0.1% 21,947 $4.6M
Conning Inc. 0.17% Add +497.5% 21,738 $4.6M
Cwm, LLC 0.02% Add +0.6% 21,527 $4.5M
E. Ohman J:or Asset Management AB 0.11% Add +5.7% 21,274 $4.5M
Quantinno Capital Management LP 0.08% Add +34.3% 21,162 $4.5M
Rakuten Investment Management, Inc. 0.03% Add +58.4% 20,964 $4.4M
Zions Bancorporation, N.A. 0.35% Reduce -17.9% 20,702 $4.4M
GAMCO Investors 0.05% Reduce -3.1% 20,509 $4.3M
Triasima Portfolio Management inc. 0.39% Add +1.8% 20,430 $4.3M
AustralianSuper Pty Ltd 0.02% No change 20,236 $4.3M
RBF Capital, LLC 0.25% No change 20,000 $4.2M
Susquehanna Fundamental Investments, LLC 0.10% New 19,900 $4.2M
Vinva Investment Management Ltd 0.21% Add +9.5% 19,814 $4.2M
Dumont & Blake Investment Advisors LLC 0.59% Add +100.5% 19,760 $4.2M
Sompo Asset Management Co., Ltd. 0.70% Reduce -6.6% 19,680 $4.1M
Investment Management Corp of Ontario 0.11% Add +18.1% 19,617 $4.1M
Argent Trust Co 0.18% Add +1.6% 19,402 $4.1M
Alerus Financial NA 0.30% Reduce -1.6% 19,310 $4.1M
Seven Eight Capital, LP 0.42% New 19,156 $4.0M
Andra AP-fonden 0.07% Reduce -56.1% 19,000 $4.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.65% Add +3.8% 18,940 $4.0M
Souders Financial Advisors 0.59% Add +2.4% 18,579 $3.9M
Morton Community Bank 1.09% Add +5.0% 18,378 $3.9M
LGT Group Foundation 0.06% No change 18,360 $3.9M
Tower Research Capital LLC (TRC) 0.07% Reduce -8.9% 18,294 $3.9M
Becker Capital Management Inc. 0.13% Reduce -2.3% 18,011 $3.8M
Agf Management Ltd. 0.02% Add +6.6% 17,836 $3.8M
Benjamin F. Edwards & Company, Inc. 0.07% Add +0.1% 17,774 $3.7M
Northcape Capital Pty Ltd 0.56% Reduce -14.4% 17,767 $3.7M
Mechanics Bank Trust Department 0.53% Reduce -4.0% 17,707 $3.7M
University of Texas/Texas Am Investment Management Co. 0.72% New 17,605 $3.7M
Red Cedar Investment Management, LLC 0.50% Reduce -17.6% 17,521 $3.7M
Two Sigma Advisers, LP 0.01% Add +54.0% 17,400 $3.7M
Transcend Capital Advisors, LLC 0.27% Add +19.0% 17,383 $3.7M
Occidental Asset Management, LLC 0.64% Add +5.6% 17,202 $3.6M
Norinchukin Bank, The 0.10% Add +1.3% 17,139 $3.6M
Pitcairn Co. 0.22% Add +11.6% 17,130 $3.6M
OMERS ADMINISTRATION Corp 0.03% New 17,090 $3.6M
Blue Trust, Inc. 0.05% Add +15.5% 17,470 $3.6M
Shelton Capital Management 0.10% Reduce -42.1% 16,985 $3.6M
Capital International Ltd. 0.16% New 16,908 $3.6M
Empirical Finance, LLC 0.22% Reduce -6.8% 16,738 $3.5M
Hantz Financial Services, Inc. 0.07% Add +0.3% 16,733 $3.5M
First Citizens Bank & Trust Co. 0.07% Add +2.8% 16,707 $3.5M
Sustainable Insight Capital Management, LLC 1.75% Add +18.2% 16,600 $3.5M
NEOS Investment Management LLC 0.14% Add +43.1% 16,546 $3.5M
ExodusPoint Capital Management, LP 0.04% Reduce -54.7% 16,519 $3.5M
Ascent Group, LLC 0.28% Add +26.1% 16,467 $3.5M
NewEdge Wealth, LLC 0.07% Reduce -1.8% 16,434 $3.5M
Kintegral Advisory, LLC 0.33% Reduce -40.1% 16,428 $3.5M
Plato Investment Management Ltd 0.32% Add +1.5% 16,403 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +8.8% 16,249 $3.4M
OneDigital Investment Advisors LLC 0.04% Add +83.1% 16,171 $3.4M
DRW Securities, LLC 0.21% New 16,056 $3.4M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -2.1% 15,892 $3.3M
Choreo, LLC 0.06% New 15,731 $3.3M
Northwest Investment Counselors, LLC 0.83% Reduce -1.0% 15,701 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.09% Add +0.4% 15,680 $3.3M
Beacon Pointe Advisors, LLC 0.04% Reduce -0.6% 15,551 $3.3M
Financial Engines Advisors L.L.C. 0.01% Reduce -10.5% 15,416 $3.2M
Strategic Investment Advisors / MI 0.39% Reduce -2.6% 15,321 $3.2M
Accurate Wealth Management, LLC 0.77% Reduce -1.0% 14,635 $3.2M
Private Advisor Group, LLC 0.02% Add +2.2% 15,020 $3.2M
Lindenwold Advisors, INC 1.67% Reduce -0.5% 14,804 $3.1M
Paloma Partners Management Co 0.34% Add +1167.5% 14,779 $3.1M
South Dakota Investment Council 0.06% Reduce -0.1% 14,652 $3.1M
Welch & Forbes LLC 0.04% Reduce -2.0% 14,546 $3.1M
Moody National Bank Trust Division 0.24% Add +0.1% 14,547 $3.1M
Aviso Financial Inc. 0.17% — 14,182 $3.0M
United Services Automobile Association 0.08% Reduce -6.9% 14,128 $3.0M
NJ State Employees Deferred Compensation Plan 0.37% No change 14,100 $3.0M
River Wealth Advisors LLC 0.43% Reduce -4.1% 14,094 $3.0M
Union Heritage Capital, LLC 1.17% No change 14,064 $3.0M
Suncoast Equity Management 0.33% Add +60.1% 14,020 $3.0M
Kingsview Wealth Management, LLC 0.07% Add +1.2% 13,910 $2.9M
Sumitomo Life Insurance Co. 0.07% Reduce -0.7% 13,859 $2.9M
Freestone Capital Holdings, LLC 0.10% Add +0.9% 13,718 $2.9M
Park Avenue Securities LLC 0.04% Add +3.0% 13,688 $2.9M
Gotham Asset Management 0.04% Reduce -75.5% 13,620 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -5.5% 13,598 $2.9M
Quadrature Capital Ltd 0.05% New 13,594 $2.9M
Hartline Investment Corp./ 0.38% New 13,582 $2.9M
Composition Wealth, LLC 0.07% Reduce -0.5% 13,544 $2.9M
Bouvel Investment Partners, LLC 1.09% Reduce -0.2% 13,391 $2.8M
G&S Capital LLC 1.22% Reduce -3.7% 12,840 $2.8M
World Investment Advisors 0.17% Add +149.0% 13,261 $2.8M
Empowered Funds, LLC 0.05% Add +12.0% 13,220 $2.8M
CreativeOne Wealth, LLC 0.14% Reduce -3.0% 13,143 $2.8M
V-Square Quantitative Management LLC 0.44% Add +1.3% 13,021 $2.7M
First Trust Direct Indexing L.P. 0.17% Add +26.6% 12,992 $2.7M
Kimelman & Baird, LLC 0.22% — 12,895 $2.7M
Brown, Lisle/Cummings, Inc. 0.88% Reduce -0.2% 12,791 $2.7M
Dynasty Wealth Management, LLC 0.08% Add +2.9% 12,784 $2.7M
Private Trust Co. NA 0.29% Reduce -0.1% 12,702 $2.7M
HBK Sorce Advisory LLC 0.09% Reduce -0.8% 12,672 $2.7M
Caprock Group, LLC 0.11% Add +129.2% 12,618 $2.7M
Virtu Financial LLC 0.19% New 12,589 $2.7M
Icon Wealth Advisors, LLC 0.23% Reduce -2.1% 11,759 $2.6M
Summit Financial, LLC 0.12% Add +72.4% 12,398 $2.6M
Bokf, NA 0.05% Add +0.1% 12,393 $2.6M
Vident Advisory, LLC 0.07% Reduce -58.8% 12,388 $2.6M
HB Wealth Management, LLC 0.03% Add +32.9% 12,171 $2.6M
Prescott Group Capital Management, L.L.C. 0.40% No change 12,055 $2.5M
Hamilton Capital Partners Inc. 0.27% Add +12.4% 12,052 $2.5M
Merit Financial Group, LLC 0.06% Reduce -12.5% 11,920 $2.5M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -0.9% 11,827 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +1.7% 11,793 $2.5M
MAI Capital Management 0.02% Reduce -4.1% 11,618 $2.4M
Heritage Trust Co 0.32% Reduce -1.4% 11,575 $2.4M
Icon Advisers Inc. 0.56% No change 11,500 $2.4M
HighPoint Advisor Group LLC 0.14% Reduce -2.9% 10,804 $2.4M
TCW Group Inc. 0.02% Add +2.4% 11,352 $2.4M
Horizon Investments, LLC 0.07% Add +1.9% 11,336 $2.4M
Sciencast Management LP 0.83% New 11,272 $2.4M
Larson Financial Group LLC 0.16% Add +5.2% 11,105 $2.3M
Tidal Investments LLC 0.03% Reduce -52.4% 11,102 $2.3M
Howland Capital Management LLC 0.11% Reduce -1.2% 11,062 $2.3M
Regions Financial Corp. 0.02% Reduce -30.0% 11,059 $2.3M
First Manhattan Co. Llc. 0.01% Add +36.3% 11,055 $2.3M
Tiaa Trust, National Association 0.01% Reduce -1.1% 10,912 $2.3M
Aigen Investment Management, LP 0.44% New 10,856 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +18.8% 10,840 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.4% 10,635 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -0.8% 10,578 $2.2M
Coldstream Capital Management Inc. 0.05% Add +16.1% 10,543 $2.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.14% No change 10,500 $2.2M
Y-Intercept (Hong Kong) Ltd 0.12% Add +105.7% 10,440 $2.2M
Venture Visionary Partners LLC 0.10% Add +1.8% 10,404 $2.2M
TKG Advisors, LLC 1.18% Reduce -1.4% 10,296 $2.2M
Capital Asset Advisory Services LLC 0.12% Reduce -12.2% 10,224 $2.2M
Girard Partners LTD. 0.20% Reduce -3.8% 10,189 $2.1M
Greenleaf Trust 0.02% Add +2.3% 10,143 $2.1M
Te Ahumairangi Investment Management Ltd 0.41% Reduce -5.8% 10,139 $2.1M
Brighton Jones LLC 0.07% Reduce -5.0% 10,135 $2.1M
Landscape Capital Management, L.L.C. 0.18% New 10,076 $2.1M
Hills Bank & Trust Co 0.17% Add +1.3% 10,063 $2.1M
Evercore Wealth Management, LLC 0.03% Add +13.8% 10,037 $2.1M
Axq Capital, LP 0.49% Add +72.7% 10,016 $2.1M
Wealthcare Advisory Partners LLC 0.07% Add +13.2% 10,010 $2.1M
K.J. Harrison & Partners Inc 0.35% Reduce -16.7% 10,000 $2.1M
Cohen Klingenstein LLC 0.08% No change 10,000 $2.1M
Campbell & CO Investment Adviser LLC 0.18% Add +181.7% 9,986 $2.1M
Belpointe Asset Management LLC 0.15% Add +10.4% 9,975 $2.1M
Vise Technologies, Inc. 0.37% Add +7.7% 9,937 $2.1M
Occudo Quantitative Strategies LP 0.37% Reduce -66.2% 9,875 $2.1M
Vectors Research Management, LLC 0.63% Reduce -1.1% 9,733 $2.1M
Kestra Private Wealth Services, LLC 0.04% Reduce -3.3% 9,719 $2.0M
Aerodigm Wealth, LLC 0.94% Reduce -7.7% 9,679 $2.0M
Raymond James Trust N.A. 0.05% Reduce -8.7% 9,651 $2.0M
Chatham Capital Group, Inc. 0.35% Reduce -1.0% 9,613 $2.0M
Enterprise Bank & Trust Co 0.69% Reduce -0.1% 9,612 $2.0M
Tealwood Asset Management Inc. 1.22% Reduce -0.6% 9,609 $2.0M
Front Row Advisors LLC 0.70% Reduce -6.4% 9,553 $2.0M
Cary Street Partners Asset Management LLC 0.29% Add +6.3% 9,488 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Add +11.4% 9,372 $2.0M
Praxis Investment Management Inc. 0.14% No change 9,860 $2.0M
Quadrant Capital Group LLC 0.15% Add +5.5% 9,304 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -1.6% 9,290 $2.0M
PFG Advisors 0.13% Add +6.2% 9,268 $2.0M
Teza Capital Management LLC 0.24% Reduce -51.8% 9,234 $1.9M
Signaturefd, LLC 0.04% Add +2.5% 9,195 $1.9M
Value Partners Investments Inc. 0.17% Add +16.9% 9,128 $1.9M
Courier Capital LLC 0.15% Reduce -3.8% 9,048 $1.9M
Pensionfund Sabic 0.56% No change 9,000 $1.9M
Moneta Group Investment Advisors LLC 0.03% Reduce -2.3% 8,984 $1.9M
Ritholtz Wealth Management 0.06% Add +0.6% 8,953 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +4.3% 8,856 $1.9M
&partners 0.08% Add +486.8% 8,872 $1.9M
Beverly Hills Private Wealth, LLC 0.41% Reduce -5.0% 8,796 $1.9M
Wbi Investments, LLC 0.45% Add +268.0% 8,728 $1.8M
Venturi Wealth Management, LLC 0.11% Add +33.3% 8,709 $1.8M
Walleye Trading LLC 0.04% Reduce -65.7% 8,678 $1.8M
RMR Wealth Builders 0.21% No change 8,674 $1.8M
Fiduciary Trust Co 0.03% Reduce -0.1% 8,630 $1.8M
Ballentine Partners, LLC 0.03% Add +11.6% 8,616 $1.8M
Wealth Alliance, LLC 0.23% Reduce -1.6% 8,513 $1.8M
Knollwood Investment Advisory, LLC 0.20% Add +52.1% 8,430 $1.8M
Anthracite Investment Company, Inc. 0.94% No change 8,424 $1.8M
Qtron Investments LLC 0.26% No change 8,378 $1.8M
Mission Wealth Management, LP 0.05% Reduce -14.2% 8,369 $1.8M
Advisory Services Network, LLC 0.04% Add +3.4% 8,337 $1.8M
Groupama Asset Managment 0.02% Add +88.5% 8,295 $1.7M
Trexquant Investment LP 0.03% Reduce -79.9% 8,275 $1.7M
Pegasus Partners Ltd. 0.17% Reduce -33.7% 8,236 $1.7M
DoubleLine ETF Adviser LP 0.46% Reduce -3.9% 8,234 $1.7M
First National Trust Co 0.07% Reduce -5.5% 8,225 $1.7M
TD Private Client Wealth LLC 0.05% Reduce -0.7% 8,187 $1.7M
Syon Capital LLC 0.16% Add +1.6% 8,182 $1.7M
GTS Securities LLC 0.04% Add +513.6% 8,094 $1.7M
Clearstead Advisors, LLC 0.03% Add +7.3% 8,051 $1.7M
Meeder Advisory Services, Inc. 0.12% Add +41.5% 8,029 $1.7M
LS Investment Advisors, LLC 0.26% No change 8,005 $1.7M
IAM Advisory, LLC 0.45% Add +2.3% 7,907 $1.7M
PDT Partners, LLC 0.16% Reduce -1.9% 7,883 $1.7M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -6.8% 7,848 $1.7M
Savant Capital, LLC 0.02% Reduce -9.7% 7,813 $1.6M
Relyea Zuckerberg Hanson LLC 0.27% Add +1.8% 7,744 $1.6M
TCTC Holdings, LLC 0.06% No change 7,738 $1.6M
Lantz Financial LLC 0.50% Reduce -0.3% 7,712 $1.6M
Clifford Swan Investment Counsel LLC 0.06% Reduce -14.5% 7,674 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -0.6% 7,610 $1.6M
Wimmer Associates 1, LLC 0.82% No change 7,610 $1.6M
Matrix Trust Co 0.36% Add +0.6% 7,503 $1.6M
Citizens Financial Group Inc. 0.04% Add +17.6% 7,494 $1.6M
Profund Advisors LLC 0.06% Reduce -2.0% 7,421 $1.6M
Exchange Traded Concepts, LLC 0.04% Reduce -23.2% 7,408 $1.6M
Chesley Taft & Associates LLC 0.08% Reduce -2.9% 7,391 $1.6M
Wedmont Private Capital 0.10% Add +3.5% 7,055 $1.5M
Essex Financial Services, Inc. 0.11% Add +179.3% 6,917 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Reduce -0.3% 7,174 $1.5M
Citizens & Northern Corp. 0.47% Reduce -0.6% 7,170 $1.5M
Nomura Holdings Inc. 0.01% Reduce -58.0% 7,131 $1.5M
Fidelis Capital Partners, LLC 0.21% Reduce -7.9% 6,852 $1.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -97.4% 7,000 $1.5M
RCS Financial Planning, LLC 0.86% No change 6,905 $1.5M
D.A. Davidson & Co. 0.01% Add +20.4% 6,763 $1.4M
Parallel Advisors, LLC 0.04% Add +6.7% 6,718 $1.4M
Norway Savings Bank 0.81% Add +8.8% 6,710 $1.4M
Boyd Watterson Asset Management LLC 0.41% Add +0.3% 6,698 $1.4M
Smithfield Trust Co 0.07% Reduce -0.6% 6,700 $1.4M
LMCG Investments, LLC 0.08% Reduce -3.7% 6,691 $1.4M
Pearl River Capital, LLC 0.22% Add +49.8% 6,680 $1.4M
Wintrust Investments LLC 0.11% Add +0.2% 6,622 $1.4M
Townsquare Capital LLC 0.02% Add +35.0% 6,595 $1.4M
Checchi Capital Advisers, LLC 0.11% Add +0.5% 6,543 $1.4M
NorthRock Partners, LLC 0.05% Add +10.4% 6,497 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% No change 6,449 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -3.4% 6,432 $1.4M
United Bank 0.66% Add +2.1% 6,266 $1.3M
Elmwood Wealth Management, Inc. 0.59% Reduce -2.0% 6,261 $1.3M
Exchange Bank 1.12% No change 6,239 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.0% 6,216 $1.3M
Freedom Investment Management, Inc. 0.10% Add +3.3% 6,082 $1.3M
Concord Wealth Partners 0.23% Reduce -1.0% 6,070 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -0.6% 6,020 $1.3M
CTC Alternative Strategies, Ltd. 0.54% New 6,000 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% No change 5,986 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -1.7% 5,982 $1.3M
Concord Asset Management, LLC 0.31% Reduce -1.0% 5,964 $1.3M
Concurrent Investment Advisors, LLC 0.04% Add +37.7% 5,892 $1.2M
Lester Murray Antman dba SimplyRich 0.39% Add +0.9% 5,827 $1.2M
AXS Investments LLC 0.34% Reduce -4.6% 5,820 $1.2M
Highview Capital Management LLC 0.50% Add +9.6% 5,755 $1.2M
Dynamic Technology Lab Private Ltd 0.14% Reduce -66.3% 5,726 $1.2M
Focus Partners Advisor Solutions, LLC 0.03% Add +296.9% 5,711 $1.2M
US Asset Management LLC 1.08% Reduce -4.0% 5,697 $1.2M
Ironwood Investment Counsel, LLC 0.21% Reduce -0.3% 5,684 $1.2M
Trust Asset Management LLC 0.10% No change 5,677 $1.2M
Gries Financial LLC 0.25% Reduce -8.7% 5,653 $1.2M
Global Retirement Partners, LLC 0.04% Add +17.4% 5,638 $1.2M
Kings Path Partners LLC 0.56% — 5,625 $1.2M
DF Dent & Co. Inc. 0.02% Reduce -10.8% 5,611 $1.2M
Arden Trust Co 0.17% Reduce -6.5% 5,609 $1.2M
Aries Wealth Management 0.37% Reduce -5.7% 5,607 $1.2M
Perigon Wealth Management, LLC 0.03% Reduce -0.9% 5,601 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.4% 5,545 $1.2M
Principal Securities, Inc. 0.03% Add +7.1% 5,532 $1.2M
Neville Rodie & Shaw Inc. 0.09% Reduce -35.2% 5,530 $1.2M
Prosperity Financial Group, Inc. 0.73% Reduce -3.4% 5,513 $1.2M
Summit Trail Advisors, LLC 0.03% Add +23.0% 5,504 $1.2M
Laurion Capital Management LP 0.04% New 5,499 $1.2M
Canandaigua National Bank & Trust Co. 0.13% Reduce -7.7% 5,486 $1.2M
Mgo One Seven LLC 0.05% Add +8.1% 5,480 $1.2M
Bar Harbor Wealth Management 0.08% Add +4.3% 5,413 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +23.4% 5,404 $1.1M
Center For Asset Management LLC 0.75% Add +1.0% 5,396 $1.1M
Dover Advisors, LLC 0.70% No change 5,394 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -26.4% 5,386 $1.1M
Boltwood Capital Management 0.35% Reduce -2.9% 5,337 $1.1M
Valeo Financial Advisors, LLC 0.04% Add +3.3% 5,317 $1.1M
Legacy Wealth Asset Management, LLC 0.31% Add +82.2% 5,254 $1.1M
Fullcircle Wealth LLC 0.54% — 5,090 $1.1M
AA Financial Advisors, LLC 0.39% Reduce -2.0% 5,201 $1.1M
Cigna Investments Inc. 0.20% Reduce -1.1% 5,175 $1.1M
Cascade Financial Partners, LLC 0.14% No change 5,136 $1.1M
West Paces Advisors Inc. 0.28% Reduce -0.7% 5,109 $1.1M
Csenge Advisory Group 0.06% Add +34.1% 5,108 $1.1M
Fortis Capital Advisors, LLC 0.39% Add +22.6% 5,103 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.62% Reduce -1.9% 5,091 $1.1M
Kathmere Capital Management, LLC 0.11% Add +11.0% 5,078 $1.1M
Integrated Advisors Network LLC 0.05% Add +7.9% 5,014 $1.1M
Boston Financial Mangement LLC 0.03% Add +1.2% 4,981 $1.0M
Concourse Financial Group Securities, Inc. 0.07% Add +34.8% 4,926 $1.0M
EverSource Wealth Advisors, LLC 0.07% Add +2.9% 4,657 $1.0M
Lake Street Advisors Group, LLC 0.05% Reduce -5.2% 4,867 $1.0M
Douglas Lane & Associates, LLC 0.01% Reduce -1.3% 4,833 $1.0M
HM Payson & Co. 0.02% Reduce -2.5% 4,806 $1.0M
Symmetry Partners, LLC 0.05% Add +13.9% 4,803 $1.0M
Manchester Capital Management LLC 0.12% Add +3.0% 4,768 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Add +332.1% 4,757 $1.0M
Marshall Financial Group, LLC 0.28% Add +7.2% 4,747 $1.0M
Criterion Capital Advisors, LLC 0.63% Add +1.5% 4,735 $998K
Murphy Pohlad Asset Management LLC 0.43% No change 4,730 $997K
Legacy Capital Wealth Partners, LLC 0.25% New 4,714 $993K
Beck Bode, LLC 0.20% No change 4,702 $991K
West Family Investments, Inc. 0.30% Add +1.9% 4,702 $991K
Pinnacle Wealth Management Advisory Group, LLC 0.10% Reduce -4.6% 4,638 $977K
Cullen/Frost Bankers, Inc. 0.01% Add +31.0% 4,633 $976K
SageView Advisory Group, LLC 0.06% New 4,632 $976K
Nilsine Partners, LLC 0.13% Reduce -0.2% 4,615 $972K
Leavell Investment Management, Inc. 0.05% Add +44.6% 4,591 $967K
Connecticut Wealth Management, LLC 0.05% Add +4.2% 4,568 $963K
Bridgewater Associates 0.01% New 4,547 $958K
Red Door Wealth Management, LLC 0.17% No change 4,538 $956K
Stephens Inc. 0.01% Reduce -7.7% 4,512 $951K
Quadrant Private Wealth Management, LLC 0.22% Add +1.3% 4,501 $949K
JGP Wealth Management, LLC 0.14% Add +3.9% 4,501 $948K
B. Riley Wealth Advisors, Inc. 0.02% Add +40.2% 4,489 $946K
Dorsey & Whitney Trust CO LLC 0.07% Reduce -11.9% 4,481 $944K
Fifth Third Wealth Advisors LLC 0.07% New 4,478 $944K
Jump Financial, LLC 0.02% Reduce -5.4% 4,446 $937K
Schechter Investment Advisors, LLC 0.07% Add +4.4% 4,438 $935K
Nicolet Bankshares Inc. 0.20% Add +13.1% 4,428 $933K
Diversify Advisory Services, LLC 0.05% Reduce -15.3% 4,357 $923K
Integrated Wealth Concepts LLC 0.01% Add +18.8% 4,363 $919K
Robertson Stephens Wealth Management, LLC 0.05% Add +3.4% 4,323 $911K
Western Wealth Management, LLC 0.07% Add +3.3% 4,316 $909K
Farther Finance Advisors, LLC 0.04% Add +84.9% 4,325 $909K
AMG National Trust Bank 0.02% Add +2.1% 4,303 $907K
Advance Capital Management, Inc. 0.04% Add +0.1% 4,294 $905K
Allred Capital Management, LLC 0.35% Reduce -5.8% 4,293 $905K
Essex Investment Management Co. LLC 0.17% Reduce -9.3% 4,282 $902K
Genesee Capital Advisors, LLC 0.44% Add +1.1% 4,276 $901K
SRN Advisors, LLC 0.74% No change 4,205 $886K
nVerses Capital, LLC 0.53% Add +281.8% 4,200 $885K
Point72 Hong Kong Ltd 0.05% Reduce -82.7% 4,150 $874K
Missouri Trust & Investment Co 0.33% Reduce -45.9% 4,133 $871K
iA Global Asset Management Inc. 0.02% Reduce -61.9% 4,119 $868K
Allworth Financial LP 0.01% Add +18.5% 3,971 $861K
Financial Advocates Investment Management 0.05% Add +17.2% 4,080 $860K
Caldwell Trust Co 0.09% Add +16.7% 4,051 $854K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.27% New 4,047 $853K
Qsemble Capital Management, LP 0.16% New 4,045 $852K
GM Advisory Group, LLC 0.05% Reduce -0.5% 4,036 $851K
Atlantic Union Bankshares Corp 0.05% No change 4,028 $849K
Quotient Wealth Partners, LLC 0.03% Add +81.3% 4,022 $848K
NorthStar Asset Management LLC 0.58% Add +11.0% 3,995 $842K
Smartleaf Asset Management LLC 0.14% Add +22.9% 3,984 $841K
Personal Cfo Solutions, LLC 0.13% Reduce -24.8% 3,986 $840K
Northwest Bank & Trust Co 0.70% Add +3.4% 3,949 $832K
Sfmg, LLC 0.07% Reduce -8.8% 3,946 $831K
Buckingham Strategic Wealth, LLC 0.01% Reduce -3.2% 3,923 $827K
Waypoint Capital Advisors, LLC 0.21% Add +0.2% 3,921 $826K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -1.2% 3,766 $824K
White Pine Investment CO 0.24% New 3,900 $822K
Benjamin Edwards Inc. 0.16% Add +6.4% 3,900 $822K
TrinityPoint Wealth, LLC 0.13% Add +0.1% 3,878 $817K
Journey Strategic Wealth LLC 0.03% Add +41.1% 3,877 $817K
Prime Capital Investment Advisors, LLC 0.01% Add +0.2% 3,856 $813K
Fulton Bank, N.A. 0.03% Reduce -8.2% 3,837 $809K
Dakota Wealth Management 0.02% Reduce -2.6% 3,828 $807K
Texas Capital Bank Wealth Management Services Inc 0.08% Reduce -4.6% 3,808 $802K
Clarius Group, LLC 0.06% Reduce -2.3% 3,797 $800K
VeraBank, N.A. 0.25% Reduce -0.4% 3,775 $795K
Westpac Banking Corp. 0.06% No change 3,775 $795K
Quadcap Wealth Management, LLC 0.14% Reduce -0.9% 3,759 $792K
Sageworth Trust Co 0.05% New 3,750 $790K
Wedbush Securities Inc. 0.03% Reduce -6.4% 3,747 $790K
Matthew Goff Investment Advisor, LLC 0.16% No change 3,749 $790K
NorthCoast Asset Management LLC 0.01% Add +132.8% 3,736 $788K
Williams Jones Wealth Management, LLC. 0.01% No change 3,724 $785K
Shira Ridge Wealth Management 0.44% Add +1.0% 3,707 $781K
McAdam, LLC 0.05% Reduce -1.2% 3,683 $776K
Hutchinson Capital Management 0.16% Add +0.1% 3,681 $776K
Strategic Blueprint, LLC 0.05% Add +7.8% 3,677 $775K
Trust Co. of Toledo NA 0.11% Add +33.3% 3,670 $773K
Louisbourg Investments Inc. 0.22% No change 4,911 $769K
Ausdal Financial Partners, Inc. 0.08% Add +0.1% 3,629 $765K
Vista Investment Partners LLC 0.25% No change 3,600 $759K
CW Advisors, LLC 0.01% Reduce -54.7% 3,576 $754K
Sage Mountain Advisors LLC 0.07% Add +15.9% 3,507 $739K
Mma Asset Management LLC 0.35% Add +0.3% 3,504 $738K
Ledyard National Bank 0.07% Add +50.0% 3,501 $738K
Truefg, LLC 0.27% No change 3,500 $738K
Noesis Capital Mangement Corp. 0.16% No change 3,500 $738K
Hilltop Holdings Inc. 0.09% Add +4.1% 3,485 $734K
Frank, Rimerman Advisors LLC 0.05% Add +11675.9% 3,415 $720K
Trivium Point Advisory, LLC 0.11% Add +161.0% 3,414 $719K
Gateway Investment Advisers LLC 0.01% Reduce -10.0% 3,408 $718K
Level Four Advisory Services, LLC 0.03% Add +16.1% 3,407 $718K
MassMutual Private Wealth & Trust, FSB 0.02% Add +28.4% 3,399 $716K
Spire Wealth Management 0.03% Reduce -19.6% 3,393 $715K
Ostrum Asset Management 0.06% Reduce -7.3% 3,392 $715K
Brooklyn Investment Group 0.31% No change 3,499 $713K
Graypoint LLC 0.05% Reduce -2.2% 3,362 $708K
Permanent Capital Management, LP 0.15% — 3,220 $704K
Empower Advisory Group, LLC 0.00% Add +1.3% 3,339 $704K
Two Sigma Securities, LLC 0.03% Reduce -11.1% 3,332 $702K
Abbrea Capital, LLC 0.09% Add +1.2% 3,298 $695K
Baader Bank Aktiengesellschaft 0.05% Add +9.0% 3,345 $694K
Capital Investment Advisors, LLC 0.02% Reduce -27.1% 3,271 $689K
Founders Financial Securities LLC 0.07% Add +5.4% 3,271 $689K
Napatree Capital LLC 0.56% New 3,269 $689K
Buckley Wealth Management, LLC 0.22% Reduce -0.3% 3,263 $688K
Rodgers Brothers Inc. 0.09% No change 3,250 $685K
Kohmann Bosshard Financial Services, LLC 0.09% No change 3,244 $684K
Stratos Wealth Partners, LTD. 0.01% Add +6.2% 3,201 $675K
Duncker Streett & Co. Inc. 0.13% No change 3,200 $674K
Banque Cantonale Vaudoise 0.03% Reduce -77.3% 3,190 $673K
Waldron Private Wealth LLC 0.03% Add +2.8% 3,193 $673K
GeoWealth Management, LLC 0.03% Add +33.2% 3,186 $671K
Thrive Wealth Management, LLC 0.13% Add +0.8% 3,180 $670K
Waller Financial Planning Group, Inc. 0.18% Add +0.3% 3,179 $670K
Capital Group Investment Management Pte. LTD. 0.14% Reduce -59.9% 3,176 $669K
Ellevest, Inc. 0.04% Reduce -12.3% 3,176 $669K
Bill Few Associates, Inc. 0.26% Add +0.7% 3,173 $669K
MQS Management LLC 0.40% New 3,143 $662K
Defined Wealth Management, LLC 0.46% Add +0.5% 3,131 $660K
IFP Advisors, Inc 0.03% Add +37.2% 3,100 $653K
Florida Trust Wealth Management Co 0.02% Add +0.6% 3,079 $649K
North Star Asset Management Inc. 0.03% No change 3,030 $638K
SOL Capital Management CO 0.08% Add +23.9% 3,030 $638K
Trust Point Inc. 0.05% Reduce -22.9% 3,018 $636K
Avestar Capital, LLC 0.07% Add +5.9% 3,014 $635K
Warther Private Wealth, LLC 0.25% Reduce -28.0% 3,000 $632K
Ceeto Capital Group, LLC 0.25% No change 3,000 $632K
Proficio Capital Partners LLC 0.07% Add +2.5% 2,995 $631K
9258 Wealth Management, LLC 0.10% Add +0.1% 2,972 $626K
X-Square Capital, LLC 0.23% Add +1.8% 2,957 $623K
Jefferies Financial Group Inc. 0.01% Reduce -37.0% 2,946 $621K
Chilton Investment Co. Inc. 0.02% Reduce -4.0% 2,912 $614K
Nicolet Advisory Services, LLC 0.06% Add +31.9% 2,851 $613K
Fluent Financial, LLC 0.31% Add +7.5% 2,905 $612K
McRae Capital Management Inc. 0.14% Add +7.3% 2,899 $611K
Strid Group, LLC 0.10% Add +0.9% 2,898 $611K
Archvest Wealth Advisors, Inc. 0.40% Reduce -3.0% 2,897 $609K
AE Wealth Management LLC 0.01% Add +10.5% 2,868 $604K
Foundations Investment Advisors, LLC 0.01% Add +2.2% 2,860 $603K
Kearns & Associates LLC 0.45% No change 2,860 $603K
McElhenny Sheffield Capital Management, LLC 0.21% Reduce -7.3% 2,848 $600K
Compound Planning, Inc. 0.04% Add +54.4% 2,847 $600K
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.6% 2,841 $599K
Sterling Wealth Management, Inc. 0.28% No change 2,813 $593K
Requisite Capital Management, LLC 0.13% No change 2,809 $592K
Spirepoint Private Client, LLC 0.08% Reduce -8.2% 2,808 $592K
Montag A & Associates Inc. 0.03% No change 2,800 $590K
GAMMA Investing LLC 0.08% Add +33.5% 2,795 $589K
Meritas Wealth Management, LLC 0.41% No change 2,771 $584K
Aaron Wealth Advisors LLC 0.08% Add +25.5% 2,740 $577K
Florida Financial Advisors, LLC 0.34% Reduce -2.6% 2,685 $566K
Capital Advisors Inc. 0.01% Add +2.7% 2,682 $565K
Heritage Oak Wealth Advisors LLC 0.30% — 2,677 $564K
Forum Financial Management, LP 0.01% Add +3.8% 2,672 $563K
Premier Path Wealth Partners, LLC 0.10% Reduce -1.8% 2,662 $561K
Adero Partners, LLC 0.04% Add +14.3% 2,661 $561K
Sweet Financial Partners, LLC 0.13% Reduce -10.4% 2,659 $560K
My Legacy Advisors, LLC 0.18% Add +34.0% 2,659 $560K
Amplius Wealth Advisors, LLC 0.06% Reduce -16.5% 2,650 $558K
IHT Wealth Management, LLC 0.02% Add +1.6% 2,646 $558K
Arkadios Wealth Advisors 0.04% Add +10.1% 2,638 $556K
Mutual Advisors, LLC 0.02% Add +10.5% 2,525 $555K
Boston Research & Management Inc. 0.14% No change 2,620 $552K
Prestige Wealth Management Group LLC 0.12% Add +73.0% 2,613 $551K
Quantitative Investment Management, LLC 0.06% Reduce -84.4% 2,605 $548K
Pure Financial Advisors, LLC 0.02% Add +1.7% 2,597 $547K
PDS Planning, Inc 0.06% Add +2.3% 2,596 $547K
C2C Wealth Management, LLC 0.53% No change 2,580 $544K
Point72 (DIFC) Ltd 0.05% Reduce -95.5% 2,574 $542K
TFB Advisors LLC 0.18% Add +10.8% 2,573 $542K
Legacy Capital Group California, Inc. 0.19% Reduce -0.7% 2,556 $539K
Procyon Advisors, LLC 0.04% Reduce -25.9% 2,547 $537K
Kessler Investment Group, LLC 0.29% Add +4.6% 2,538 $535K
REDW Wealth LLC 0.14% Reduce -3.8% 2,537 $535K
Wealthspire Advisors, LLC 0.01% Reduce -10.0% 2,536 $534K
Eads & Heald Wealth Management 0.26% Reduce -3.4% 2,534 $534K
Financial Counselors Inc. 0.01% Reduce -36.8% 2,517 $530K
Broderick Brian C 0.11% No change 2,500 $527K
James Hambro & Partners LLP 0.02% Add +36.7% 2,486 $524K
ARS Investment Partners, LLC 0.05% No change 2,453 $517K
Drake & Associates, LLC 0.18% Add +7.2% 2,445 $515K
Brass Tax Wealth Management, Inc. 0.10% New 2,445 $515K
PFG Investments, LLC 0.04% Add +4.0% 2,443 $515K
Aberdeen Wealth Management LLC 0.35% No change 2,436 $513K
Gladius Capital Management LP 0.51% New 2,429 $512K
Geller Advisors LLC 0.04% Add +6.6% 2,416 $509K
Ofi Invest Asset Management 0.01% Add +982.0% 2,586 $508K
Cynosure Group, LLC 0.08% Add +10.8% 2,412 $508K
Walter & Keenan Wealth Management LLC /in/ 0.16% Reduce -1.2% 2,401 $506K
Penobscot Investment Management Company, Inc. 0.05% Add +0.6% 2,392 $504K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.4% 2,371 $500K
Patrick M Sweeney & Associates, Inc. 0.40% Add +10.8% 2,368 $499K
Stockman Wealth Management, Inc. 0.09% Reduce -0.4% 2,361 $498K
Powell Investment Advisors, LLC 0.26% No change 2,359 $497K
Sentry Investment Management LLC 0.22% Reduce -17.0% 2,355 $496K
Veltria Advisors Corp. 0.18% Reduce -42.1% 2,352 $496K
EP Wealth Advisors, LLC 0.01% Add +41.8% 2,351 $495K
Faithward Advisors, LLC 0.09% Add +0.1% 2,346 $494K
Edgestream Partners, L.P. 0.02% Reduce -90.3% 2,336 $492K
D'Orazio & Associates, Inc. 0.08% Add +10.4% 2,335 $492K
Penserra Capital Management LLC 0.01% Add +0.3% 2,319 $488K
Dynamic Advisor Solutions LLC 0.02% Reduce -10.9% 2,291 $483K
Prospera Financial Services Inc 0.01% Add +58.6% 2,284 $482K
Talisman Wealth Advisors LLC 0.55% Reduce -0.0% 2,264 $477K
Glenview Trust Co 0.01% Reduce -1.0% 2,263 $477K
Sigma Planning Corp 0.02% Reduce -2.8% 2,262 $477K
Asahi Life Asset Management Co., LTD. 0.33% Add +122.8% 2,250 $474K
Chesapeake Asset Management LLC 0.45% Reduce -2.4% 2,239 $472K
Legacy Financial Advisors, Inc. 0.08% Add +2.3% 2,222 $468K
Everpar Advisors LLC 0.23% Add +37.1% 2,204 $464K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -3.3% 2,195 $463K
Cassaday & Co Wealth Management LLC 0.01% Add +3.3% 2,175 $458K
Catalina Capital Group, LLC 0.17% Add +9.1% 2,149 $453K
Opus Capital Group, LLC 0.06% Reduce -3.5% 2,145 $452K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -5.3% 2,143 $452K
Brookstone Capital Management 0.01% Reduce -1.2% 2,046 $452K
Parsons Capital Management Inc. 0.03% No change 2,131 $449K
Keel Point, LLC 0.04% Add +42.9% 2,063 $449K
Tower Bridge Advisors 0.05% Reduce -8.6% 2,129 $449K
Prosperity Consulting Group, LLC 0.06% Add +1.8% 2,125 $448K
Gratus Wealth Advisors, LLC 0.08% Reduce -4.1% 2,060 $447K
Gratus Capital, LLC 0.02% New 2,117 $446K
Independent Advisor Alliance 0.02% Add +21.6% 2,117 $446K
Smith & Howard Wealth Management, LLC 0.13% No change 2,100 $443K
WestHill Financial Advisors, Inc. 0.11% Reduce -33.7% 2,098 $442K
Rothschild Investment LLC 0.03% Add +254.6% 2,092 $441K
Congress Asset Management Co. 0.00% No change 2,087 $440K
Tradewinds, LLC. 0.13% New 2,078 $438K
Smith Salley Wealth Management 0.03% Reduce -1.3% 2,076 $437K
Evernest Financial Advisors, LLC 0.20% Reduce -2.1% 2,073 $437K
Core Alternative Capital 0.09% No change 2,056 $433K
Main Street Financial Solutions, LLC 0.04% Reduce -1.0% 2,039 $430K
Mosley Wealth Management 0.37% No change 2,035 $429K
Merrion Investment Management Co, LLC 0.29% No change 2,031 $428K
Avior Wealth Management, LLC 0.02% Reduce -16.4% 2,026 $427K
Carolinas Wealth Consulting LLC 0.08% Reduce -1.2% 2,016 $425K
Rockland Trust Co. 0.02% Add +70.5% 2,004 $422K
Kanawha Capital Management LLC 0.03% Add +0.3% 2,003 $422K
Versor Investments LP 0.08% Reduce -52.4% 1,998 $421K
S&co Inc. 0.03% No change 2,000 $421K
Alera Investment Advisors, LLC 0.05% New 1,986 $418K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -13.9% 1,985 $418K
Commerzbank Aktiengesellschaft 0.01% Add +7.0% 1,980 $418K
Mayflower Financial Advisors, LLC 0.07% Add +3.7% 1,974 $416K
Wallace Capital Management Inc. 0.06% No change 1,960 $413K
Avantax Planning Partners, Inc. 0.01% Add +0.1% 1,954 $412K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -37.3% 1,954 $412K
Mattern Capital Management, LLC 0.06% Add +26.5% 1,951 $411K
Willow Creek Wealth Management Inc. 0.05% Reduce -0.4% 1,940 $409K
Mather Group, Llc. 0.01% Add +21.4% 1,978 $407K
CKW Financial Group 0.05% Add +0.2% 1,934 $407K
Insigneo Advisory Services, LLC 0.05% Add +6.7% 1,873 $405K
Equitable Holdings, Inc. 0.00% Add +6.8% 1,921 $405K
Journey Advisory Group, LLC 0.05% No change 1,920 $405K
Roble, Belko & Company, Inc 0.07% Reduce -17.2% 1,910 $402K
Portfolio Design Labs, LLC 0.12% Add +3.7% 1,897 $400K
Cypress Capital Group 0.05% No change 1,894 $399K
Allstate Corp. 0.03% No change 1,894 $399K
L2 Asset Management, LLC 0.12% Add +10.2% 1,886 $397K
Strategic Wealth Partners, Ltd. 0.04% Add +11.9% 1,886 $397K
Optas, LLC 0.10% Add +0.3% 1,885 $397K
Acima Private Wealth, LLC 0.15% No change 1,881 $396K
Heritage Wealth Management, Inc. 0.13% — 1,852 $396K
SeaCrest Wealth Management, LLC 0.05% Add +0.9% 1,880 $396K
Modera Wealth Management, LLC 0.01% Reduce -2.1% 1,873 $395K
Hall Laurie J Trustee 0.14% No change 1,860 $392K
USA Financial Formulas 0.06% Add +4.5% 1,860 $392K
Abner Herrman & Brock LLC 0.05% No change 1,850 $390K
Gilbert & Cook, Inc. 0.06% No change 1,846 $389K
Westover Capital Advisors, LLC 0.10% No change 1,843 $388K
GLOBALT Investments LLC / GA 0.02% Reduce -1.8% 1,834 $386K
Simon Quick Advisors, LLC 0.03% Add +69.3% 1,828 $385K
Dillon & Associates Inc. 0.06% No change 1,800 $380K
Turtle Creek Wealth Advisors, LLC 0.09% Add +9.7% 1,802 $380K
Norris Perne & French LLP 0.03% No change 1,802 $380K
RDA Financial Network 0.12% Add +2.2% 1,800 $379K
Litman Gregory Wealth Management LLC 0.03% No change 1,800 $379K
Cassady Schiller Wealth Management, LLC 0.15% No change 1,798 $379K
Daymark Wealth Partners, LLC 0.02% Add +60.5% 1,791 $377K
Evergreen Capital Management LLC 0.01% Add +18.1% 1,791 $377K
Verus Capital Partners, LLC 0.04% Reduce -8.1% 1,789 $377K
Ewa, LLC 0.16% Add +1.3% 1,721 $377K
Apriem Advisors 0.05% No change 1,786 $376K
New Hampshire Trust 0.09% No change 1,778 $375K
Mayport, LLC 0.13% No change 1,768 $373K
Nations Financial Group Inc, /Ia/ 0.03% Add +15.3% 1,767 $372K
Motco 0.02% Add +7.3% 1,756 $370K
Douglass Winthrop Advisors, LLC 0.01% Add +2.8% 1,756 $370K
Cahaba Wealth Management, Inc. 0.03% Reduce -3.3% 1,753 $369K
Aprio Wealth Management, LLC 0.07% Reduce -12.2% 1,751 $369K
MCF Advisors LLC 0.03% Add +2.1% 1,735 $366K
Bank of New Hampshire 0.10% Reduce -17.8% 1,735 $366K
SOA Wealth Advisors, LLC. 0.07% Reduce -5.3% 1,734 $365K
Prossimo Advisors, LLC 0.33% New 1,732 $365K
Clarkston Capital Partners, LLC 0.01% No change 1,725 $363K
Moors & Cabot, Inc. 0.02% Reduce -1.4% 1,720 $363K
Investment Partners, LTD. 0.16% Add +6.3% 1,719 $362K
Koshinski Asset Management, Inc. 0.03% New 1,705 $361K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,700 $358K
Kinloch Capital, LLC 0.19% Reduce -0.9% 1,695 $357K
Gryphon Financial Partners LLC 0.05% Add +57.4% 1,689 $356K
Advisors Capital Management, LLC 0.01% Add +20.6% 1,685 $355K
Berkshire Asset Management LLC 0.02% New 1,683 $355K
Hexagon Capital Partners LLC 0.08% Add +24.4% 1,666 $351K
Capstone Investment Advisors, LLC 0.02% Reduce -54.8% 1,666 $351K
AdvisorNet Financial, Inc 0.03% Reduce -9.9% 1,662 $350K
Davis R M Inc. 0.01% Add +6.0% 1,662 $350K
Meridian Wealth Advisors, LLC 0.06% Add +0.6% 1,647 $347K
Advisors Preferred, LLC 0.06% New 1,641 $345K
Arete Wealth Advisors, LLC 0.03% New 1,637 $345K
Lockerman Financial Group, Inc. 0.62% Add +43.5% 1,633 $344K
Dechtman Wealth Management, LLC 0.08% Add +0.1% 1,629 $343K
Outlook Wealth Advisors, LLC 0.11% New 1,624 $342K
Leonteq Securities AG 0.05% Add +9.0% 1,623 $342K
Morningstar Investment Services LLC 0.00% Add +39.0% 1,618 $341K
Cornerstone Advisory, LLC 0.05% Add +3.9% 1,612 $340K
Baker Ellis Asset Management LLC 0.05% Add +14.2% 1,612 $340K
Plante Moran Financial Advisors, LLC 0.03% Reduce -0.6% 1,611 $339K
Mark Sheptoff Financial Planning, LLC 0.19% No change 1,609 $339K
Palisades Hudson Asset Management, L.P. 0.16% No change 1,607 $339K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.4% 1,602 $338K
HTLF Bank 0.04% Reduce -0.1% 1,599 $337K
Capital Wealth Planning, LLC 0.00% Add +14.0% 1,596 $336K
TCI Wealth Advisors, Inc. 0.03% New 1,593 $336K
Marcum Wealth, LLC 0.03% Add +25.6% 1,592 $335K
Clark Capital Management Group, Inc. 0.00% Reduce -73.1% 1,591 $335K
Joel Isaacson & Co., LLC 0.02% Add +8.5% 1,589 $335K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,585 $334K
Capital Management Corp. 0.07% No change 1,580 $333K
Carret Asset Management, LLC 0.04% No change 1,580 $333K
Acorn Creek Capital LLC 0.20% Add +2.0% 1,580 $333K
SlateStone Wealth, LLC 0.04% Add +18.8% 1,573 $332K
Sterling Group Wealth Management, LLC 0.19% — 1,575 $332K
Gateway Advisory, LLC 0.06% New 1,572 $331K
Catalyst Financial Partners LLC 0.07% Add +6.2% 1,571 $331K
Fisher Asset Management 0.00% New 1,570 $331K
First Affirmative Financial Network 0.23% Reduce -1.1% 1,564 $330K
Mitchell & Pahl Private Wealth, LLC 0.17% Reduce -7.4% 1,557 $328K
Deseret Mutual Benefit Administrators 0.15% No change 1,557 $328K
Fielder Capital Group LLC 0.13% Add +0.2% 1,554 $327K
PGIM Custom Harvest LLC 0.01% Add +50.6% 1,544 $325K
Detalus Advisors, LLC 0.11% No change 1,541 $325K
CENTRAL TRUST Co 0.01% Add +5.2% 1,541 $325K
Bailard, Inc. 0.01% Reduce -0.4% 1,530 $322K
UMB Bank, n.a. 0.01% Add +13.3% 1,528 $322K
Ameritas Advisory Services, LLC 0.01% Add +14.9% 1,526 $322K
Angeles Wealth Management, LLC 0.03% New 1,521 $321K
Veracity Capital LLC 0.13% Reduce -2.7% 1,515 $319K
Northeast Financial Consultants Inc 0.01% Reduce -41.4% 1,500 $316K
Stratos Investment Management, LLC 0.03% Add +7.7% 1,481 $312K
HCR Wealth Advisors 0.04% No change 1,467 $309K
Alta Advisers Ltd 0.15% Add +12.5% 1,463 $308K
Essex Bank 0.08% Add +2.8% 1,453 $306K
Fayez Sarofim & Co 0.00% No change 1,450 $306K
RFG Advisory, LLC 0.01% Reduce -8.7% 1,445 $304K
Breakwater Capital Group 0.07% No change 1,438 $303K
Lindbrook Capital, LLC 0.03% Reduce -6.3% 1,435 $302K
Schear Investment Advisers, LLC 0.22% Add +18.3% 1,434 $302K
German American Bancorp, Inc. 0.03% New 1,434 $302K
PFS Partners, LLC 0.19% No change 1,434 $302K
ORG Partners LLC 0.04% Add +47533.3% 1,429 $300K
Diligent Investors, LLC 0.07% No change 1,425 $300K
New Potomac Partners, LLC 0.16% No change 1,420 $299K
Main Line Retirement Advisors, LLC 0.23% No change 1,417 $299K
Haverford Trust Co 0.00% New 1,414 $298K
Park Place Capital Corp 0.09% Reduce -14.0% 1,405 $296K
Dempze Nancy E 0.20% Add +12.0% 1,400 $295K
Inscription Capital, LLC 0.05% No change 1,395 $294K
Rehmann Capital Advisory Group 0.02% Add +16.1% 1,392 $293K
Cromwell Holdings LLC 0.18% — 1,390 $293K
Drive Wealth Management, LLC 0.08% Add +3.7% 1,382 $291K
Fernwood Investment Management, LLC 0.09% No change 1,382 $291K
Columbia Bank 0.11% Reduce -1.1% 1,380 $291K
Waverly Advisors, LLC 0.01% Add +24.7% 1,378 $290K
Callan Family Office, LLC 0.06% New 1,378 $290K
Klingenstein Fields & Co. LP 0.01% No change 1,370 $289K
Stiles Financial Services Inc 0.11% Reduce -9.9% 1,366 $288K
Trilogy Capital Inc. 0.02% Add +0.1% 1,361 $287K
Tyche Wealth Partners LLC 0.07% Reduce -24.5% 1,356 $286K
Everett Harris & Co. 0.00% Add +13.2% 1,354 $285K
Court Place Advisors, LLC 0.09% Add +12.5% 1,350 $284K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $284K
Signature Estate & Investment Advisors LLC 0.01% New 1,345 $283K
International Assets Investment Management, LLC 0.03% Add +9.8% 1,339 $282K
Farmers & Merchants Investments Inc. 0.01% No change 1,338 $282K
Mairs & Power Inc. 0.00% Reduce -38.6% 1,338 $282K
Legacy Advisory Services, LLC 0.26% Add +0.3% 1,336 $282K
Voya Financial Advisors, Inc. 0.03% Reduce -0.6% 1,332 $281K
Busey Bank 0.01% Reduce -9.0% 1,330 $280K
YHB Investment Advisors, Inc. 0.02% Add +2.1% 1,329 $280K
Summit Global Investments 0.02% Reduce -0.5% 1,327 $280K
Resources Management Corp. /CT/ 0.04% Reduce -1.1% 1,325 $279K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.3% 1,291 $272K
Stratos Wealth Advisors, LLC 0.01% New 1,288 $272K
Anderson Hoagland & Co. 0.03% No change 1,280 $271K
CYBER HORNET ETFs LLC 0.30% Add +1.6% 1,286 $271K
Nwam LLC 0.08% Reduce -3.0% 1,286 $271K
Vicus Capital 0.02% Add +9.8% 1,285 $271K
Ignite Planners, LLC 0.07% Add +1.5% 1,265 $271K
Thrive Capital Management, LLC 0.12% Add +0.2% 1,284 $271K
FSM Wealth Advisors, LLC 0.09% Add +0.7% 1,282 $270K
Vestor Capital, LLC 0.02% No change 1,282 $270K
Bridgefront Capital, LLC 0.11% New 1,281 $270K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $269K
Aveo Capital Partners, LLC 0.03% Add +2.9% 1,273 $268K
Braun-Bostich & Associates Inc. 0.20% New 1,267 $267K
EagleClaw Capital Managment, LLC 0.05% Reduce -10.6% 1,264 $266K
Ballast, Inc. 0.08% Add +2.1% 1,256 $265K
Twin Focus Capital Partners, LLC 0.04% No change 1,253 $264K
Patron Partners, LLC 0.15% Reduce -7.6% 1,250 $263K
Sapient Capital LLC 0.01% Add +1.5% 1,249 $263K
Pointe Capital Management LLC 0.16% No change 1,246 $263K
Jones Financial Companies LLLP 0.00% Add +748.0% 1,238 $261K
Great Lakes Advisors, LLC 0.00% Reduce -4.8% 1,236 $261K
Pallas Capital Advisors LLC 0.01% Add +13.8% 1,194 $260K
Harbour Investments, Inc. 0.01% Add +21.2% 1,222 $258K
Parthenon LLC 0.03% No change 1,213 $256K
New England Professional Planning Group Inc. 0.13% No change 1,211 $255K
Cornerstone Wealth Group, LLC 0.02% Add +7.8% 1,210 $255K
First Nebraska Trust Co 0.03% Reduce -11.5% 1,206 $254K
TradeLink Capital LLC 0.73% New 1,200 $253K
Granite FO LLC 0.16% No change 1,200 $253K
Pathway Financial Advisors LLC 0.07% No change 1,200 $253K
Perpetual Ltd 0.00% No change 1,200 $253K
Gerber Kawasaki Wealth & Investment Management 0.01% No change 1,197 $252K
Austin Private Wealth, LLC 0.03% Add +2.7% 1,197 $252K
Northside Capital Management, LLC 0.04% Reduce -4.0% 1,185 $250K
C M Bidwell & Associates Ltd. 0.17% No change 1,180 $249K
Colonial Trust Co / SC 0.04% Add +16.0% 1,177 $248K
MainStreet Investment Advisors LLC 0.03% New 1,171 $247K
Rossmore Private Capital 0.03% Reduce -1.3% 1,166 $246K
Savvy Advisors, Inc. 0.08% New 1,161 $245K
Hollencrest Capital Management 0.01% No change 1,158 $244K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -1.9% 1,157 $244K
Parkside Financial Bank & Trust 0.04% Add +2.0% 1,156 $244K
Members Wealth LLC 0.16% — 1,138 $243K
Tuttle Capital Management, LLC 1.44% New 1,168 $242K
FWG Holdings, LLC 0.12% Add +12.3% 1,105 $242K
Wesbanco Bank Inc. 0.01% Reduce -10.0% 1,144 $241K
Sivia Capital Partners, LLC 0.16% No change 1,136 $239K
Schulz Wealth, LTD. 0.20% No change 1,135 $239K
Ibex Wealth Advisors 0.04% New 1,127 $237K
Beck Mack & Oliver LLC 0.00% No change 1,120 $236K
Riverview Trust Co 0.22% No change 1,110 $234K
Resonant Capital Advisors, LLC 0.02% New 1,109 $234K
Wealth Management Associates, Inc. 0.11% No change 1,099 $232K
Avidian Wealth Enterprises, LLC 0.01% New 1,096 $231K
Crescent Grove Advisors, LLC 0.03% Reduce -13.4% 1,092 $230K
J.W. Cole Advisors, Inc. 0.01% Reduce -5.4% 1,087 $229K
Soltis Investment Advisors LLC 0.02% Add +9.2% 1,084 $229K
Ariston Services Group 0.22% Reduce -0.1% 1,083 $228K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,068 $225K
Whalerock Point Partners, LLC 0.06% No change 1,063 $224K
Middleton & Co. Inc. 0.03% Reduce -4.5% 1,060 $223K
Calydon Capital 0.04% Reduce -27.9% 1,055 $222K
Virtue Capital Management, LLC 0.04% Reduce -4.9% 1,007 $221K
Family Investment Center, Inc. 0.07% No change 1,047 $221K
Charter Oak Capital Management, LLC 0.02% Reduce -0.5% 1,045 $220K
Kingfisher Capital LLC 0.05% Add +4.7% 1,042 $220K
HMS Capital Management, LLC 0.11% No change 1,043 $220K
GC Wealth Management RIA, LLC 0.04% Reduce -20.5% 1,038 $219K
BSW Wealth Partners 0.04% Add +3.7% 1,033 $218K
Verdence Capital Advisors LLC 0.02% Add +2.2% 1,029 $217K
Regent Peak Wealth Advisors LLC 0.05% Add +4.7% 1,026 $216K
Obermeyer Wealth Partners 0.01% No change 1,024 $216K
Wayfinding Financial, LLC 0.12% Reduce -2.8% 1,021 $215K
Means Investment Co., Inc. 0.03% Add +0.1% 1,020 $215K
BayBridge Capital Group, LLC 0.17% Add +0.3% 1,018 $215K
Childress Capital Advisors, LLC 0.06% New 1,014 $214K
Astoria Portfolio Advisors LLC. 0.08% Reduce -4.7% 1,013 $214K
Grove Bank & Trust 0.03% Reduce -2.1% 1,012 $213K
Horizon Bancorp Inc. 0.10% Add +26.6% 1,010 $213K
Dudley Capital Management, LLC 0.12% No change 1,010 $213K
Fourpath Capital Management, LLC 0.16% Add +3.0% 1,008 $212K
Hibernia Wealth Partners, LLC 0.07% New 1,007 $212K
Alpha Family Trust 0.12% No change 1,005 $212K
Members Advisory Group LLC 0.12% Add +0.3% 1,003 $211K
Prairieview Wealth Partners, LLC 0.18% No change 1,003 $211K
Ascentis Independent Advisors 0.04% — 1,001 $211K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 1,000 $211K
Bluesphere Advisors LLC 0.11% No change 1,000 $211K
Richard P Slaughter Associates Inc 0.05% No change 1,000 $211K
Kornitzer Capital Management Inc. 0.00% No change 1,000 $211K
Cedrus LLC 0.11% New 997 $210K
R. W. Roge & Company, Inc. 0.12% No change 1,000 $210K
EntryPoint Capital, LLC 0.10% Add +257.9% 995 $210K
Burke & Herbert Bank & Trust Co. 0.05% New 993 $209K
McLean Asset Management Corp 0.07% New 972 $209K
Advisory Alpha, LLC 0.01% New 990 $209K
AlTi Global, Inc. 0.01% Reduce -62.2% 982 $207K
Cubist Systematic Strategies, LLC 0.00% Reduce -98.4% 976 $206K
Appleton Partners Inc. 0.02% Reduce -26.1% 975 $205K
Riverwater Partners LLC 0.15% Reduce -3.6% 972 $205K
Sunflower Bank, N.A. 0.05% Reduce -4.7% 972 $205K
Bank of Nova Scotia Trust Co. 0.02% Reduce -5.5% 972 $205K
Dogwood Wealth Management LLC 0.13% Add +93.6% 972 $205K
Destination Wealth Management 0.01% Reduce -8.1% 971 $205K
Woodward Diversified Capital, LLC 0.12% New 963 $203K
New Century Financial Group, LLC 0.09% New 963 $203K
Moneco Advisors, LLC 0.03% New 962 $203K
Stablepoint Partners, LLC 0.04% Reduce -24.7% 920 $202K
Bristlecone Advisors, LLC 0.02% Reduce -14.2% 951 $200K
Principle Wealth Partners LLC 0.02% New 950 $200K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -17.5% 945 $199K
CVA Family Office, LLC 0.04% Add +4.0% 938 $198K
American National Bank & Trust 0.02% Add +3.9% 887 $187K
Kelly Financial Services LLC 0.07% Add +7.4% 886 $187K
Tobam 0.03% Reduce -57.3% 879 $185K
Baldwin Wealth Partners LLC 0.01% No change 875 $184K
Triad Wealth Partners, LLC 0.10% New 865 $182K
Independence Bank of Kentucky 0.05% Add +13.8% 841 $177K
St Germain D J Co. Inc. 0.01% No change 802 $169K
Continuum Advisory, LLC 0.02% Add +60.2% 801 $169K
Chilton Capital Management LLC 0.01% Reduce -7.1% 800 $169K
Family Firm, Inc. 0.04% New 794 $167K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +10.9% 753 $159K
Bruce G. Allen Investments, LLC 0.13% Add +5.7% 746 $157K
Gradient Investments LLC 0.00% Add +6.1% 735 $155K
Opal Wealth Advisors, LLC 0.05% New 698 $147K
Raleigh Capital Management Inc. 0.06% Add +7.9% 696 $147K
Washington Trust Advisors, Inc. 0.01% Reduce -5.9% 643 $135K
Rosenberg Matthew Hamilton 0.04% No change 644 $135K
Tompkins Financial Corp. 0.01% No change 618 $130K
Harvest Fund Management Co., Ltd 0.01% No change 609 $128K
Painted Porch Advisors LLC 0.07% New 604 $127K
Bogart Wealth, LLC 0.01% Reduce -1.5% 581 $122K
First Horizon Advisors, Inc. 0.00% Add +14.3% 567 $120K
Armstrong Advisory Group, Inc. 0.01% No change 559 $118K
Lanark Financial, Inc. 0.01% Reduce -11.3% 552 $116K
Union Savings Bank 0.06% No change 501 $106K
Salomon & Ludwin, LLC 0.01% Reduce -4.7% 488 $103K
Versant Capital Management, Inc 0.03% Add +25.0% 480 $101K
Eagle Bay Advisors LLC 0.06% Add +1.8% 466 $98K
Tyler-Stone Wealth Management 0.04% Reduce -16.3% 464 $98K
Harbor Investment Advisory, LLC 0.01% Reduce -2.8% 457 $96K
New England Capital Financial Advisors LLC 0.05% Reduce -11.1% 456 $96K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.2% 454 $96K
Islay Capital Management, LLC 0.07% No change 450 $95K
Central Pacific Bank - Trust Division 0.01% No change 450 $95K
Pittenger & Anderson Inc. 0.00% Add +4.7% 449 $95K
Kozak & Associates, Inc. 0.02% No change 417 $89K
Mowery & Schoenfeld Wealth Management, LLC 0.13% No change 413 $87K
MV Capital Management, Inc. 0.01% Add +3.8% 413 $87K
DHJJ Financial Advisors, Ltd. 0.04% No change 410 $86K
Beacon Capital Management, LLC 0.02% No change 398 $84K
Ancora Advisors LLC 0.00% No change 395 $83K
Tortoise Investment Management, LLC 0.01% Add +23.4% 385 $81K
Trust Co. of Vermont 0.00% No change 382 $80K
Janiczek Wealth Management, LLC 0.02% Add +18.0% 381 $80K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 380 $80K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $79K
Quent Capital, LLC 0.01% Add +8.8% 360 $76K
Sandy Spring Bank 0.00% Reduce -27.1% 360 $76K
Silvant Capital Management LLC 0.00% No change 358 $75K
Legacies Wealth LLC 0.07% No change 355 $75K
Beach Investment Counsel Inc. 0.01% New 350 $74K
Trifecta Capital Advisors, LLC 0.02% Add +21.1% 350 $74K
Heritage Wealth Advisors 0.00% No change 341 $72K
Transamerica Financial Advisors, LLC 0.01% No change 331 $70K
Geneos Wealth Management Inc. 0.00% Reduce -1.8% 329 $69K
Webster Bank, N. A. 0.01% No change 328 $69K
Arlington Trust Co LLC 0.02% No change 327 $69K
Hanson & Doremus Investment Management 0.01% Reduce -25.9% 324 $68K
HighMark Wealth Management LLC 0.04% No change 308 $65K
Pension & Wealth Management Advisors, Inc. 0.04% No change 300 $63K
Chelsea Counsel Co. 0.03% No change 300 $63K
General Partner, Inc. 0.04% No change 298 $63K
Johnson Financial Group, Inc. 0.00% Add +2.8% 298 $63K
Logan Capital Management Inc. 0.00% No change 298 $63K
Addison Advisors LLC 0.02% Reduce -51.4% 290 $61K
Caldwell Sutter Capital, Inc. 0.03% Reduce -12.4% 289 $61K
Dunhill Financial, LLC 0.04% Add +0.7% 288 $61K
Perkins Coie Trust Co 0.01% No change 286 $60K
Glen Eagle Advisors, LLC 0.01% Add +12.3% 284 $60K
Empirical Asset Management, LLC 0.02% Add +663.8% 17,720 $60K
DSM Capital Partners LLC 0.00% No change 274 $58K
Richardson Financial Services Inc. 0.04% Add +390.9% 270 $57K
Virtus Investment Advisers, LLC 0.05% Reduce -34.2% 266 $56K
Hobbs Group Advisors, LLC 0.02% — 256 $54K
Financial Management Professionals, Inc. 0.01% Reduce -4.2% 253 $53K
Rise Advisors, LLC 0.03% Add +0.4% 251 $53K
Fortitude Family Office, LLC 0.03% Add +103.4% 240 $51K
Operose Advisors LLC 0.02% No change 240 $51K
Loomis Sayles & Co. L P 0.00% Add +2.1% 238 $50K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -90.4% 232 $49K
Nemes Rush Group LLC 0.01% No change 231 $49K
Belmont Capital, LLC 0.01% No change 225 $47K
Sachetta, LLC 0.02% Add +36.4% 210 $47K
SouthState Bank Corp 0.00% Reduce -6.4% 221 $47K
Hilltop National Bank 0.01% Reduce -53.4% 218 $46K
Wetzel Investment Advisors, Inc. 0.03% Reduce -42.0% 220 $45K
Stone House Investment Management, LLC 0.01% Reduce -6.1% 214 $45K
JFS Wealth Advisors, LLC 0.00% Reduce -8.4% 207 $44K
Frazier Financial Advisors, LLC 0.03% Add +5.7% 205 $43K
First United Bank & Trust 0.02% No change 205 $43K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.5% 197 $42K
Bell Investment Advisors, Inc 0.01% No change 197 $42K
Rogco, LP 0.02% No change 196 $41K
Iron Horse Wealth Management, LLC 0.02% Add +712.5% 195 $41K
GW&K Investment Management, LLC 0.00% Add +12.9% 193 $41K
Ridgewood Investments LLC 0.02% New 193 $41K
Intelligent Financial Strategies 0.02% Reduce -12.5% 189 $40K
AlphaQuest LLC 0.01% Reduce -97.6% 178 $38K
Institutional & Family Asset Management, LLC 0.01% Reduce -6.3% 177 $37K
Covestor Ltd 0.02% Add +0.6% 172 $36K
FinTrust Capital Advisors, LLC 0.01% Add +97.7% 168 $35K
Kepos Capital LP 0.01% Reduce -5.7% 167 $35K
Canton Hathaway, LLC 0.01% No change 164 $35K
Cornerstone Planning Group LLC 0.01% Add +8.2% 159 $34K
Capital Analysts, LLC 0.00% Reduce -31.0% 160 $34K
Crewe Advisors LLC 0.00% Add +100.0% 160 $34K
Atlas Capital Advisors Inc. 0.00% No change 158 $33K
Tradewinds Capital Management, LLC 0.01% Add +4.7% 157 $33K
Quarry LP 0.01% Reduce -29.4% 154 $32K
State of Wyoming 0.01% Reduce -5.1% 150 $32K
Elevation Wealth Partners, LLC 0.01% No change 147 $31K
Clear Investment Research, LLC 0.04% No change 139 $29K
Avalon Trust Co 0.00% No change 138 $29K
Pacific Center for Financial Services 0.01% No change 136 $29K
Solstein Capital, LLC 0.02% No change 135 $28K
Nvwm, LLC 0.01% Add +11.6% 135 $28K
Valley National Advisers Inc. 0.00% Add +14.7% 133 $28K
Sunbelt Securities, Inc. 0.00% No change 132 $28K
Meeder Asset Management Inc. 0.00% Add +4.8% 130 $27K
Cherry Tree Wealth Management, LLC 0.01% No change 129 $27K
Piscataqua Savings Bank 0.02% No change 129 $27K
Indiana Trust & Investment Management Co 0.01% Add +2.5% 123 $26K
Private Wealth Management Group, LLC 0.01% Reduce -17.3% 115 $24K
Asset Dedication, LLC 0.00% No change 115 $24K
REAP Financial Group, LLC 0.01% No change 111 $23K
RFP Financial Group LLC 0.01% Reduce -23.2% 106 $22K
Steph & Co. 0.01% Add +8.3% 105 $22K
Abound Wealth Management 0.01% Reduce -1.9% 105 $22K
ESL Trust Services, LLC 0.01% New 103 $22K
Key Financial Inc 0.01% No change 103 $22K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +431.6% 101 $21K
Catalyst Funds Management Pty Ltd 0.01% New 100 $21K
Colonial Trust Advisors 0.00% Reduce -48.7% 100 $21K
Altshuler Shaham Ltd 0.00% Reduce -16.0% 100 $21K
First Foundation Advisors 0.00% No change 99 $21K
WealthCollab, LLC 0.01% No change 95 $20K
ICA Group Wealth Management, LLC 0.01% Reduce -92.2% 95 $20K
WR Wealth Planners, LLC 0.01% Add +6.8% 94 $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 $19K
Anchor Investment Management, LLC 0.00% No change 88 $19K
NFSG Corp 0.01% No change 87 $18K
True Wealth Design, LLC 0.00% No change 85 $18K
Clean Yield Group 0.01% No change 85 $18K
Oakworth Capital, Inc. 0.00% No change 85 $18K
Caitlin John, LLC 0.01% Reduce -98.5% 84 $18K
Atwood & Palmer Inc. 0.00% Reduce -25.7% 81 $17K
Stephens Consulting, LLC 0.00% New 80 $17K
First Personal Financial Services 0.00% No change 80 $17K
Valley Wealth Managers, Inc. 0.00% New 80 $17K
First Pacific Financial 0.00% No change 79 $17K
SWS Partners 0.01% New 79 $17K
LRI Investments, LLC 0.00% No change 78 $16K
Coppell Advisory Solutions LLC 0.00% — 77 $16K
Gleason Group, Inc. 0.00% No change 75 $16K
Sound Income Strategies, LLC 0.00% Add +13.6% 75 $16K
Arcadia Investment Management Corp. 0.00% No change 74 $16K
Silicon Valley Capital Partners 0.00% No change 71 $15K
Carmichael Hill & Associates, Inc. 0.01% No change 70 $15K
Aspect Partners, LLC 0.01% Add +7.7% 70 $15K
Creekmur Asset Management LLC 0.00% Add +14.8% 70 $15K
Field & Main Bank 0.01% New 65 $14K
Central Bank & Trust Co. 0.00% No change 65 $14K
Tanglewood Legacy Advisors, LLC 0.01% No change 61 $13K
Perritt Capital Management Inc 0.01% Reduce -39.6% 61 $13K
Northwest Capital Management Inc 0.00% No change 58 $12K
Planning Capital Management Corp 0.01% No change 55 $12K
Clearstead Trust, LLC 0.00% No change 55 $12K
Evermay Wealth Management LLC 0.00% No change 55 $12K
Toth Financial Advisory Corp. 0.00% No change 55 $12K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +600.0% 56 $11K
FWL Investment Management, LLC 0.01% No change 52 $11K
Lynx Investment Advisory 0.01% — 50 $11K
Mascoma Wealth Management LLC 0.00% No change 50 $11K
Cedar Wealth Management, LLC 0.00% Reduce -31.0% 49 $10K
Ruedi Wealth Management, Inc. 0.00% New 48 $10K
Horizons Wealth Management 0.01% No change 44 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -10.0% 45 $9K
Salem Investment Counselors Inc. 0.00% No change 45 $9K
Red Tortoise LLC 0.00% No change 43 $9K
Avion Wealth 0.00% Add +12.8% 44 $9K
Global Financial Private Client, LLC 0.00% No change 40 $8K
Bfsg, LLC 0.00% No change 39 $8K
MeadowBrook Investment Advisors LLC 0.01% No change 36 $8K
Creative Capital Management Investments LLC 0.00% No change 35 $7K
TFC Financial Management, Inc. 0.00% Reduce -5.6% 34 $7K
Tsfg, LLC 0.00% New 34 $7K
Redmont Wealth Advisors LLC 0.01% No change 33 $7K
GPS Wealth Strategies Group, LLC 0.00% New 32 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +19.2% 31 $7K
Valued Wealth Advisors LLC 0.00% Add +11.1% 30 $6K
Rakuten Securities, Inc. 0.00% Reduce -26.8% 30 $6K
SJS Investment Consulting Inc. 0.00% Add +3.5% 30 $6K
Laurel Wealth Advisors LLC 0.00% No change 30 $6K
Westside Investment Management, Inc. 0.00% New 30 $6K
Tacita Capital Inc 0.00% No change 29 $6K
McIlrath & Eck, LLC 0.00% New 29 $6K
DT Investment Partners, LLC 0.00% No change 29 $6K
Unique Wealth Strategies, LLC 0.00% New 27 $6K
Arax Advisory Partners 0.00% Add +18.2% 26 $6K
Richard W. Paul & Associates, LLC 0.00% No change 24 $5K
Provenance Wealth Advisors, LLC 0.00% No change 24 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 21 $5K
Fairway Wealth LLC 0.00% New 23 $5K
Main Street Group, LTD 0.00% No change 23 $5K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
Pingora Partners LLC 0.00% No change 20 $4K
Creative Financial Designs Inc. 0.00% No change 20 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 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
Financial Network Wealth Advisors LLC 0.00% New 16 $3K
Archer Investment Corp 0.00% New 16 $3K
Halpern Financial, Inc. 0.00% New 16 $3K
Delos Wealth Advisors, LLC 0.00% No change 14 $3K
Fairman Group, LLC 0.00% No change 13 $3K
Riggs Asset Managment Co. Inc. 0.00% Add +140.0% 12 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 11 $2K
Balefire, LLC 0.00% No change 11 $2K
Highline Wealth Partners LLC 0.00% Add +66.7% 10 $2K
Lummis Asset Management, LP 0.00% No change 8 $2K
Country Trust Bank 0.00% New 6 $1K
ClariVest Asset Management LLC 0.00% No change 5 $1K
Delta Asset Management LLC 0.00% No change 5 $1K
GHP Investment Advisors, Inc. 0.00% New 5 $1K
Strengthening Families & Communities, LLC 0.00% New 6 $1K
Redwood Wealth Management Group, LLC 0.00% New 4 $843
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $632
PEAK6 Investments LLC 0.00% New 3 $565
TruNorth Capital Management, LLC 0.00% New 2 $421
Strategic Financial Concepts, LLC 0.00% New 67,171 $302
Castleview Partners, LLC 0.00% No change 1 $211
Y.D. More Investments Ltd 0.00% New 261 $146
McClarren Financial Advisors, Inc. 0.00% Reduce -36.0% 210 $69

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