Marsh & McLennan CosMRSH

13F holders, Q3 2024 (September 30)
1,530holders +54
116new positions
66sold out
12famous investors
$223.04avg. 13F price*

At the end of Q3 2024, 1,530 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, up 54 from Q2 2024. 116 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($9.9B), BlackRock, Inc. ($9.3B) and FMR LLC ($4.8B). 12 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 David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions116$195.6M
Exits66$362.5M

All 13F filers, Q2 2024 → Q3 2024: 13,051,754 shares bought and 15,490,478 shares sold, net −2,438,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,530 holders

Vanguard Group Inc. 0.18% Add +0.8% 44,382,897 $9.9B
BlackRock, Inc. 0.20% — 41,609,881 $9.3B
FMR LLC 0.29% Add +2.5% 21,445,110 $4.8B
State Street Corp. 0.19% Add +0.1% 20,914,202 $4.7B
Capital International Investors 0.79% Add +0.1% 18,328,356 $4.1B
Capital World Investors 0.61% Reduce -0.5% 17,583,307 $3.9B
Geode Capital Management, LLC 0.21% Add +2.2% 11,905,431 $2.6B
Massachusetts Financial Services Co. 0.72% Reduce -2.2% 10,824,587 $2.4B
T. Rowe Price Associates Inc. 0.26% Reduce -5.0% 10,054,270 $2.2B
Wellington Management Group LLP 0.33% Reduce -5.9% 8,556,459 $1.9B
Ameriprise Financial Inc. 0.48% Add +5.6% 8,381,878 $1.9B
Bank of America Corp. 0.14% Reduce -3.6% 7,346,796 $1.6B
Mawer Investment Management Ltd. 7.03% Reduce -0.7% 6,918,358 $1.5B
Morgan Stanley 0.11% Add +2.9% 6,512,389 $1.5B
Norges Bank 0.18% Reduce -4.8% 5,787,136 $1.3B
Northern Trust Corp. 0.19% Reduce -4.5% 5,207,627 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.26% Reduce -1.6% 4,608,886 $1.0B
Parnassus Investments, LLC 2.02% Add +2.0% 4,274,880 $953.7M
Nuveen Asset Management, LLC 0.27% Reduce -7.5% 4,273,014 $953.3M
UBS Group AG 0.26% Add +4.3% 4,101,709 $915.1M
JPMorgan Chase & Co. 0.07% Add +4.8% 3,999,771 $892.3M
Goldman Sachs Group Inc. 0.17% Add +4.1% 3,941,499 $879.3M
Legal & General Group Plc 0.21% Reduce -2.6% 3,520,772 $785.4M
Artisan Partners Limited Partnership 1.16% Add +0.9% 3,480,934 $776.6M
Wells Fargo & Company 0.18% Reduce -2.0% 3,239,321 $722.7M
Bank of New York Mellon Corp 0.13% Reduce -2.8% 3,214,909 $717.2M
Clearbridge Investments, LLC 0.55% Reduce -7.6% 3,148,987 $702.5M
Lazard Asset Management LLC 0.98% Reduce -1.8% 3,057,825 $682.2M
Jensen Investment Management Inc. 5.69% Reduce -5.4% 3,050,831 $680.6M
Deutsche Bank AG 0.27% Reduce -14.4% 2,960,257 $660.4M
Primecap Management Co. 0.47% Reduce -0.1% 2,868,741 $640.0M
Charles Schwab Investment Management Inc. 0.12% Add +1.1% 2,703,862 $603.2M
Longview Partners (Guernsey) LTD 4.08% Add +0.5% 2,668,863 $595.4M
Nippon Life Insurance Co. 23.85% No change 2,622,700 $585.1M
Invesco Ltd. 0.11% Add +5.0% 2,569,224 $573.2M
Alphinity Investment Management Pty Ltd 3.31% Add +1.6% 2,514,064 $560.9M
Capital Research Global Investors 0.11% Reduce -10.0% 2,406,291 $536.8M
Amundi 0.19% Reduce -19.9% 2,249,169 $503.7M
California Public Employees Retirement System 0.35% Reduce -5.1% 2,249,371 $501.8M
Barclays PLC 0.22% Reduce -0.5% 2,237,668 $499.2M
Royal Bank of Canada 0.11% Add +8.0% 2,185,616 $487.6M
Janus Henderson Group PLC 0.25% Reduce -0.8% 2,171,137 $484.4M
T. Rowe Price Investment Management, Inc. 0.28% Reduce -49.0% 2,071,251 $462.1M
Ako Capital LLP 5.74% Add +32.7% 1,973,234 $440.2M
Dimensional Fund Advisors LP 0.11% Reduce -1.1% 1,957,134 $436.6M
Bahl & Gaynor LLC 2.22% Add +4.7% 1,928,915 $430.3M
Impax Asset Management Group plc 1.59% Add +5.6% 1,812,150 $403.2M
Acadian Asset Management LLC 1.16% Add +44.0% 1,669,488 $372.4M
Robeco Institutional Asset Management B.V. 0.73% Add +1.2% 1,650,436 $368.2M
Swiss National Bank 0.21% Add +0.6% 1,464,900 $326.8M
Navera Investment Management Ltd. 5.70% Reduce -1.7% 1,436,005 $320.4M
Alliancebernstein L.P. 0.10% Reduce -1.2% 1,350,788 $301.3M
Qube Research & Technologies Ltd 0.55% Add +84.1% 1,342,566 $299.5M
HSBC Holdings PLC 0.19% Add +0.9% 1,331,339 $296.9M
Bank of Montreal 0.14% Add +7.9% 1,308,827 $293.1M
Montrusco Bolton Investments Inc. 3.08% Reduce -17.8% 1,331,257 $292.0M
FIL Ltd 0.25% Add +4.4% 1,216,068 $271.3M
DekaBank Deutsche Girozentrale 0.49% Reduce -0.3% 1,193,291 $266.3M
Sumitomo Mitsui Trust Group, Inc. 0.18% Add +1.6% 1,180,567 $263.4M
Envestnet Asset Management Inc. 0.08% Add +0.3% 1,178,536 $262.9M
American Century Companies Inc. 0.15% Reduce -9.5% 1,156,765 $258.1M
First Trust Advisors LP 0.24% Reduce -1.2% 1,111,581 $248.0M
W1M Investment Management Ltd 4.05% Add +4.8% 1,104,799 $246.5M
Storebrand Asset Management As 0.77% Reduce -5.5% 1,101,601 $245.8M
Aviva PLC 0.62% Add +0.9% 1,061,916 $236.9M
Caisse de depot et placement du Quebec 0.45% Reduce -10.4% 1,019,104 $227.4M
Polar Capital Holdings Plc 1.07% Reduce -0.8% 996,375 $222.3M
BNP Paribas Financial Markets 0.22% Add +82.4% 993,881 $221.7M
Voloridge Investment Management, LLC 0.80% Add +8.8% 984,764 $219.7M
Rhumbline Advisers 0.20% Reduce -4.6% 973,331 $217.1M
Nordea Investment Management AB 0.25% Add +8.5% 966,685 $216.1M
National Pension Service 0.20% Add +11.7% 945,862 $211.0M
Raymond James & Associates 0.13% Add +0.8% 933,159 $208.2M
Schroder Investment Management Group 0.21% Add +38.0% 905,534 $202.8M
Adage Capital Partners Gp, L.L.C. 0.36% Add +186.0% 908,561 $202.7M
Manufacturers Life Insurance Company, The 0.18% Add +127.9% 899,716 $200.7M
Findlay Park Partners LLP 1.87% Reduce -23.1% 888,967 $198.3M
Ninety One UK Ltd 0.52% Reduce -2.5% 878,514 $196.0M
TD Asset Management Inc 0.17% Add +11.8% 871,927 $195.3M
California State Teachers Retirement System 0.22% Add +1.3% 849,061 $189.4M
Principal Financial Group Inc. 0.10% Add +3.0% 839,757 $187.3M
Capital Group Private Client Services, Inc. 1.67% Reduce -2.4% 785,288 $175.2M
Natixis Advisors, LLC 0.33% Add +6.3% 759,300 $169.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +7.7% 729,717 $162.8M
Markel Group 1.45% Add +2.3% 722,500 $161.2M
Prudential Financial Inc. 0.22% Add +23.3% 703,937 $157.0M
New York State Common Retirement Fund 0.20% Reduce -10.4% 678,182 $151.3M
TrinityBridge Ltd 4.57% Add +6.2% 666,809 $148.8M
Aberdeen Group plc 0.27% Add +3.1% 665,006 $148.4M
Assetmark, Inc. 0.42% Add +2.4% 653,781 $145.9M
National Bank of Canada 0.19% Add +128.1% 630,653 $140.7M
Credit Agricole S A 0.69% Add +18.2% 591,614 $132.0M
Epoch Investment Partners, Inc. 0.59% Add +1.2% 591,247 $131.9M
CANADA LIFE ASSURANCE Co 0.23% Add +2.5% 589,028 $131.6M
PNC Financial Services Group, Inc. 0.08% Add +3.7% 587,472 $131.1M
Rathbones Group PLC 0.66% Add +34.1% 585,167 $130.5M
Mackenzie Financial Corp. 0.18% Add +34.1% 565,749 $126.2M
Lord, Abbett & Co. LLC 0.40% Add +5.2% 553,640 $123.5M
Los Angeles Capital Management LLC 0.48% Add +219.4% 529,239 $118.1M
Jennison Associates LLC 0.07% Reduce -43.5% 522,377 $116.5M
Bradley Foster & Sargent Inc. 1.92% Add +1.6% 515,117 $114.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.12% Reduce -32.8% 510,202 $113.8M
Citigroup Inc. 0.11% Add +4.8% 508,245 $113.4M
Pictet Asset Management Holding SA 0.12% Add +3.4% 496,908 $110.9M
M&G PLC 0.68% Reduce -8.6% 492,103 $109.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% Reduce -0.4% 486,541 $108.5M
Russell Investments Group, Ltd. 0.16% Add +4.1% 485,008 $108.3M
State Board of Administration of Florida Retirement System 0.21% Reduce -2.4% 483,980 $108.0M
CCLA Investment Management 1.61% No change 496,327 $104.6M
Johnson Investment Counsel Inc. 1.01% Reduce -2.4% 460,455 $102.7M
Coho Partners, Ltd. 3.72% Reduce -12.0% 456,791 $101.9M
Mariner, LLC 0.18% Reduce 0.0% 442,421 $98.7M
Bristol Gate Capital Partners Inc. 4.50% Reduce -0.4% 440,749 $98.3M
Birch Hill Investment Advisors LLC 4.52% Reduce -0.6% 431,431 $96.2M
D. E. Shaw & Co. 0.14% Add +160.4% 426,166 $95.1M
Corient Private Wealth LP 0.15% Add +28.9% 421,728 $94.1M
Canada Pension Plan Investment Board 0.09% Add +20.5% 407,355 $90.9M
Truist Financial Corp. 0.13% Reduce -50.0% 380,979 $85.0M
Crawford Investment Counsel Inc. 1.44% Reduce -0.3% 377,625 $84.2M
New York State Teachers Retirement System 0.17% Reduce -4.0% 375,738 $83.8M
AQR Capital Management 0.12% Add +11.2% 373,320 $83.3M
Sterling Capital Management LLC 1.08% — 372,586 $83.1M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -2.1% 366,505 $81.8M
Allianz Asset Management GmbH 0.12% Reduce -34.7% 360,239 $80.4M
SG Americas Securities, LLC 0.31% Add +278.7% 355,673 $79.3M
Sei Investments Co. 0.10% Add +5.3% 348,417 $77.7M
Nomura Asset Management Co. Ltd. 0.24% Add +4.7% 345,027 $77.0M
Erste Asset Management GmbH 0.92% Add +4.1% 341,984 $76.4M
Capital International, Inc. 0.96% Add +0.8% 342,527 $76.4M
Thrivent Financial for Lutherans 0.15% Add +102.3% 342,190 $76.3M
Stifel Financial Corp. 0.08% Reduce -8.9% 341,786 $76.3M
Korea Investment CORP 0.18% Add +19.6% 333,699 $74.4M
Natixis 0.45% Add +105.2% 331,563 $74.0M
Citadel Advisors 0.08% Add +110.8% 330,061 $73.6M
State of Wisconsin Investment Board 0.18% Add +5.8% 318,232 $71.0M
Abn Amro Investment Solutions 1.24% Add +2.3% 317,903 $70.9M
Baird Financial Group, Inc. 0.14% Add +0.9% 315,274 $70.3M
Van Lanschot Kempen Investment Management N.V. 0.71% Add +6.4% 312,139 $69.6M
HighTower Advisors, LLC 0.10% Add +2.0% 311,582 $69.5M
Renaissance Technologies 0.10% Reduce -8.8% 309,900 $69.1M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Add +4261.4% 305,300 $68.1M
Silvercrest Asset Management Group LLC 0.46% Reduce -2.4% 302,680 $67.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Reduce -49.2% 281,859 $62.9M
Quilter Plc 1.27% Add +6.2% 279,557 $62.4M
Swedbank AB 0.08% Add +3.5% 275,694 $61.5M
Teacher Retirement System of Texas 0.29% Add +4.2% 274,291 $61.2M
Macquarie Group Ltd. 0.07% Add +83.7% 272,518 $60.7M
Madison Asset Management, LLC 0.68% Reduce -1.6% 271,209 $60.5M
Bowen Hanes & Co. Inc. 1.57% Reduce -3.7% 267,451 $59.7M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -2.0% 264,401 $59.0M
Calamos Advisors LLC 0.41% Reduce -0.7% 263,158 $58.7M
Toronto Dominion Bank 0.10% Add +1.2% 255,045 $56.9M
Vaughan David Investments LLC 1.30% Reduce -0.3% 253,895 $56.6M
Public Employees Retirement System of Ohio 0.24% Add +1.5% 253,468 $56.5M
Fifth Third Bancorp 0.20% Reduce -1.8% 247,058 $55.1M
Boston Trust Walden Corp 0.38% Reduce -4.9% 245,382 $54.7M
Danske Bank A/S 0.18% Add +4.3% 242,287 $54.1M
Donaldson Capital Management, LLC 2.06% Add +2.4% 240,747 $53.7M
Squarepoint Ops LLC 0.18% Add +173.9% 239,375 $53.4M
LPL Financial LLC 0.02% Add +5.5% 238,493 $53.2M
Unigestion Holding SA 2.56% Reduce -12.3% 237,375 $53.0M
Kayne Anderson Rudnick Investment Management LLC 0.11% Add +0.1% 223,631 $49.9M
Treasurer of the State of North Carolina 0.20% Add +0.5% 221,708 $49.5M
Ycg, LLC 3.77% Add +0.8% 218,616 $48.8M
Hardman Johnston Global Advisors LLC 1.91% Reduce -4.8% 218,192 $48.7M
KBC Group NV 0.15% Add +130.6% 216,947 $48.4M
Pathstone Holdings, LLC 0.22% Reduce -1.5% 216,454 $48.3M
Zacks Investment Management 0.42% Add +13.8% 216,319 $48.3M
Flputnam Investment Management Co. 0.86% Reduce -0.0% 213,769 $47.7M
Skandinaviska Enskilda Banken AB (publ) 0.22% Reduce -8.6% 212,558 $47.4M
Royal London Asset Management Ltd. 0.12% Add +2.0% 210,347 $46.9M
B. Metzler seel. Sohn & Co. Holding AG 0.46% — 209,394 $46.7M
B. Metzler seel. Sohn & Co. AG 0.46% Add +2.0% 209,394 $46.7M
Verition Fund Management LLC 0.35% Reduce -26.6% 204,367 $45.6M
Avity Investment Management Inc. 3.47% Reduce -0.5% 199,753 $44.6M
Asset Management One Co., Ltd. 0.16% Add +0.7% 197,803 $44.1M
Mn Services Vermogensbeheer B.V. 0.30% Reduce -1.9% 191,088 $42.6M
Dundas Partners LLP 3.01% No change 187,494 $41.8M
State of Tennessee, Department of Treasury 0.15% Reduce -2.7% 185,440 $41.4M
Two Sigma Investments, LP 0.09% Reduce -15.1% 180,698 $40.3M
State of New Jersey Common Pension Fund D 0.17% No change 179,791 $40.1M
Nisa Investment Advisors, LLC 0.24% Add +14.5% 178,967 $39.9M
Victory Capital Management Inc. 0.04% Reduce -2.3% 176,025 $39.3M
Handelsbanken Fonder AB 0.15% Reduce -2.0% 175,048 $39.1M
STRS Ohio 0.15% Reduce -1.1% 171,487 $38.3M
Voya Investment Management LLC 0.05% Reduce -20.9% 170,985 $38.1M
Janney Montgomery Scott LLC 0.11% Reduce -1.7% 169,985 $37.9M
LGT Capital Partners LTD. 1.31% Add +3.6% 169,180 $37.7M
Millennium Management 0.03% Reduce -45.8% 168,707 $37.6M
Rafferty Asset Management, LLC 0.13% Reduce -3.8% 166,721 $37.2M
Franklin Resources Inc. 0.01% Reduce -8.4% 161,829 $36.8M
Resona Asset Management Co.,Ltd. 0.21% Reduce -1.3% 161,474 $36.0M
Glenmede Trust Co. NA 0.17% Reduce -1.7% 161,337 $36.0M
1832 Asset Management L.P. 0.06% Add +6.9% 159,592 $35.6M
AXA S.A. 0.10% Add +5.8% 156,119 $34.8M
Whittier Trust Co. 0.47% Add +2.0% 155,986 $34.8M
Formuepleje A/S 1.77% Add +6.7% 155,099 $34.6M
US Bancorp \de 0.04% Add +2.4% 153,578 $34.3M
Comerica Bank 0.13% Reduce -1.5% 151,885 $33.9M
Forsta Ap-Fonden 0.26% Add +9.8% 150,800 $33.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.34% — 149,131 $33.3M
Allspring Global Investments Holdings, LLC 0.05% Add +1.4% 147,708 $33.0M
Corebridge Financial, Inc. 0.18% Reduce -2.7% 147,449 $32.9M
Bank of Nova Scotia 0.06% Add +155.9% 142,474 $31.8M
State of Michigan Retirement System 0.16% Reduce -0.8% 142,075 $31.7M
Arizona State Retirement System 0.20% Reduce -0.7% 141,507 $31.6M
Cumberland Partners Ltd 2.16% Reduce -0.7% 139,483 $31.1M
Badgley Phelps Wealth Managers, LLC 0.72% Reduce -1.7% 138,174 $30.8M
Ilmarinen Mutual Pension Insurance Co 0.33% No change 137,200 $30.6M
Teachers Retirement System of the State of Kentucky 0.27% Reduce -1.6% 136,368 $30.4M
APG Asset Management N.V. 0.20% Reduce -69.1% 149,536 $29.9M
AMF Tjanstepension AB 0.21% Add +16.8% 132,205 $29.5M
EULAV Asset Management 0.72% No change 132,000 $29.4M
Ensign Peak Advisors, Inc 0.05% Reduce -48.7% 131,701 $29.4M
MetLife Investment Management, LLC 0.17% Reduce -2.7% 130,970 $29.2M
Federation des caisses Desjardins du Quebec 0.14% Add +3.3% 130,971 $29.2M
Cerity Partners LLC 0.06% Add +32.9% 130,686 $29.2M
Neuberger Berman Group LLC 0.02% Reduce -4.1% 130,010 $29.0M
DNB Asset Management AS 0.13% Add +17.6% 126,142 $28.1M
Prio Wealth Limited Partnership 0.82% Reduce -1.6% 125,241 $27.9M
AEGON ASSET MANAGEMENT UK Plc 0.38% Add +0.3% 124,989 $27.9M
Tredje AP-fonden 0.25% Add +5.4% 124,822 $27.8M
Stock Yards Bank & Trust Co. 0.89% Reduce -5.4% 123,317 $27.5M
Choate Investment Advisors 0.69% No change 121,610 $27.1M
Worldquant Millennium Advisors LLC 0.20% Add +1.1% 120,099 $26.8M
Horizon Kinetics Asset Management LLC 0.40% Reduce -0.5% 119,074 $26.6M
Brown Brothers Harriman & Co. 0.18% Add +8.2% 117,357 $26.2M
Sequoia Financial Advisors, LLC 0.28% Add +13.1% 115,430 $25.8M
Jump Financial, LLC 0.53% Add +2451.0% 113,416 $25.3M
Captrust Financial Advisors 0.07% Add +4.6% 112,830 $25.2M
Walter Public Investments Inc. 4.38% Add +4.5% 112,494 $25.1M
Panagora Asset Management Inc. 0.12% Reduce -1.3% 110,114 $24.6M
Boston Family Office LLC 1.64% Reduce -0.3% 108,615 $24.2M
Van Eck Associates Corp. 0.03% Add +9.1% 107,814 $24.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -1.1% 107,051 $23.9M
Retirement Systems of Alabama 0.09% Reduce -1.6% 106,984 $23.9M
Point72 Asset Management 0.08% New 105,372 $23.5M
Amalgamated Bank 0.19% Add +4.9% 105,318 $23.5M
Varma Mutual Pension Insurance Co 0.18% Reduce -4.3% 106,404 $23.2M
WASHINGTON TRUST Co 0.79% Reduce -0.1% 101,393 $22.6M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Reduce -3.3% 85,120 $22.5M
Czech National Bank 0.23% Add +6.7% 100,175 $22.3M
Crestwood Advisors Group, LLC 0.43% Reduce -1.6% 100,160 $22.3M
Northwest & Ethical Investments L.P. 0.59% Add +26.9% 99,886 $22.3M
Daiichi Life Insurance Co., Ltd. 0.56% Reduce -13.1% 99,089 $22.1M
Creative Planning 0.02% Add +6.3% 98,579 $22.0M
USS Investment Management Ltd 0.16% Add +0.0% 97,761 $21.8M
Man Group plc 0.06% Add +13.2% 97,609 $21.8M
Commonwealth Equity Services, LLC 0.03% Add +0.1% 97,485 $21.7M
QRG Capital Management, Inc. 0.23% Add +0.8% 97,297 $21.7M
CIBC Asset Management Inc 0.07% Add +4.9% 96,867 $21.6M
IFM Investors Pty Ltd 0.21% Reduce -1.0% 96,686 $21.6M
Cibc World Markets Corp. 0.15% Add +1.1% 95,391 $21.3M
ProShare Advisors LLC 0.05% Reduce -5.5% 95,343 $21.3M
Xponance LLC 0.20% Reduce -10.7% 93,035 $20.8M
Tudor Investment Corporation 0.23% Add +1.4% 92,791 $20.7M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -49.5% 92,157 $20.6M
Martingale Asset Management L P 0.47% Reduce -14.3% 92,147 $20.6M
Vancity Investment Management Ltd 2.42% Reduce -39.4% 90,588 $20.2M
Carnegie Investment Counsel 0.59% Add +0.2% 89,919 $20.1M
Adams Diversified Equity Fund, Inc. 0.73% Reduce -7.3% 89,200 $19.9M
PGGM Investments 0.25% Reduce -2.2% 89,165 $19.9M
Sanctuary Advisors, LLC 0.12% Add +4.3% 85,424 $19.5M
TD Waterhouse Canada Inc. 0.16% Add +9.6% 86,706 $19.3M
Wesleyan Assurance Society 1.53% No change 86,426 $19.3M
Aquatic Capital Management LLC 0.50% New 86,300 $19.3M
Public Sector Pension Investment Board 0.10% Add +2.7% 85,793 $19.1M
Baillie Gifford & Co. 0.01% New 85,600 $19.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +2.2% 84,869 $18.9M
Private Capital Advisors, Inc. 2.06% Reduce -0.8% 84,455 $18.8M
Intech Investment Management LLC 0.21% Reduce -29.5% 84,407 $18.8M
Guggenheim Capital LLC 0.13% Reduce -29.8% 84,231 $18.8M
Atria Investments, Inc 0.23% Add +12.8% 83,853 $18.7M
Railway Pension Investments Ltd 0.22% New 83,700 $18.7M
Scotia Capital Inc. 0.10% Add +5.0% 83,416 $18.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -12.6% 82,346 $18.4M
Osborne Partners Capital Management, LLC 1.04% Reduce -3.2% 81,929 $18.3M
Utah Retirement Systems 0.21% Add +0.4% 81,521 $18.2M
Banco Santander, S.A. 0.21% No change 81,369 $18.2M
Alps Advisors Inc. 0.12% Add +163.3% 81,015 $18.1M
O'shaughnessy Asset Management, LLC 0.16% Add +7.1% 79,365 $18.1M
Onex Canada Asset Management Inc. 2.08% Reduce -26.3% 79,614 $17.8M
Factory Mutual Insurance Co. 0.18% No change 79,400 $17.7M
Segment Wealth Management, LLC 1.22% Add +0.4% 79,269 $17.7M
DAVENPORT & Co LLC 0.10% Reduce -24.0% 79,252 $17.7M
Susquehanna International Group, LLP 0.03% Reduce -42.8% 78,938 $17.6M
Fort Pitt Capital Group, LLC 0.49% Reduce -2.5% 77,890 $17.4M
Torray Investment Partners LLC 2.43% No change 77,877 $17.4M
Cubist Systematic Strategies, LLC 0.26% Add +7681.4% 75,946 $16.9M
Gabelli Funds LLC 0.12% Reduce -4.0% 74,300 $16.6M
Nixon Peabody Trust Co. 1.37% Add +0.1% 73,961 $16.5M
New York Life Investment Management LLC 0.16% Reduce -2.9% 72,636 $16.2M
Curi Capital, LLC 0.36% Reduce -1.2% 70,844 $15.8M
Compagnie Lombard Odier SCmA 0.25% Add +3.2% 70,788 $15.8M
Alaska Permanent Fund Corp 0.23% No change 70,443 $15.7M
Yousif Capital Management, LLC 0.17% Reduce -1.2% 70,222 $15.7M
Quantbot Technologies LP 0.61% New 69,881 $15.6M
Oppenheimer Asset Management Inc. 0.19% Add +0.3% 69,520 $15.5M
Aptus Capital Advisors, LLC 0.23% Add +21.2% 69,197 $15.4M
Achmea Investment Management B.V. 0.25% Add +88.7% 68,475 $15.3M
Baker Avenue Asset Management, LP 0.48% Add +0.4% 68,259 $15.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -20.2% 68,153 $15.2M
Fulton Breakefield Broenniman LLC 1.06% Reduce -1.0% 67,874 $15.1M
Schonfeld Strategic Advisors LLC 0.12% Add +85.6% 67,745 $15.1M
Public Employees Retirement Association of Colorado 0.06% Add +0.1% 67,697 $15.1M
Rockefeller Capital Management L.P. 0.04% Reduce -5.0% 67,702 $15.1M
West Coast Financial LLC 1.64% Add +1.1% 66,874 $14.9M
JLB & Associates Inc. 1.90% Reduce -2.0% 66,236 $14.8M
Brown Advisory Inc. 0.02% Add +1.8% 65,462 $14.6M
State of Alaska, Department of Revenue 0.15% Add +4.1% 64,960 $14.5M
Washington Trust Bank 1.37% Reduce -1.4% 64,016 $14.3M
Levin Capital Strategies, L.P. 1.38% Reduce -0.1% 63,853 $14.2M
Nissay Asset Management Corp. /Japan 0.09% Add +3.1% 62,424 $13.9M
HRT Financial LP 0.07% Reduce -52.3% 62,291 $13.9M
Apollon Wealth Management, LLC 0.39% Add +3.3% 62,270 $13.9M
L1 Capital International Pty Ltd 4.33% Add +12.3% 60,741 $13.5M
Cetera Investment Advisers 0.03% Add +10.2% 60,623 $13.5M
Mutual of America Capital Management LLC 0.14% Reduce -2.5% 60,557 $13.5M
Harbour Trust & Investment Management Co 1.53% Reduce -0.4% 60,296 $13.5M
Daiwa Securities Group Inc. 0.06% Add +12.0% 60,287 $13.4M
Whittier Trust Co. of Nevada Inc. 0.35% Add +1.8% 59,949 $13.4M
First American Bank 0.96% No change 59,741 $13.3M
Candriam S.C.A. 0.08% Reduce -5.7% 59,726 $13.3M
Strategic Wealth Investment Group, LLC 1.43% Add +73.0% 59,753 $13.3M
Annex Advisory Services, LLC 0.42% Add +3.1% 59,386 $13.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -6.2% 59,287 $13.2M
Pacer Advisors, Inc. 0.03% Add +19.0% 57,976 $12.9M
King Luther Capital Management Corp. 0.06% Add +0.4% 57,746 $12.9M
Running Oak Capital LLC 1.71% Add +1.6% 56,584 $12.6M
Wealthfront Advisers LLC 0.04% Add +0.8% 56,209 $12.5M
Azimuth Capital Investment Management LLC 0.48% Add +2.4% 55,386 $12.4M
Vanguard Personalized Indexing Management, LLC 0.20% Add +13.3% 54,948 $12.3M
Prudential PLC 0.06% Reduce -21.3% 53,999 $12.0M
Orion Porfolio Solutions, LLC 0.12% Reduce -4.8% 53,253 $11.9M
Orion Portfolio Solutions, LLC 0.12% Reduce -4.8% 53,253 $11.9M
CI Investments Inc. 0.04% Add +44.4% 52,200 $11.6M
Swiss Life Asset Management Ltd 0.13% Reduce -8.3% 51,873 $11.6M
Ethic Inc. 0.29% Reduce -14.2% 55,567 $11.4M
Capital International Sarl 0.29% Reduce -0.1% 50,880 $11.4M
BI Asset Management Fondsmaeglerselskab A/S 0.20% Add +4.3% 50,701 $11.3M
Orange Investment Advisors, Inc. 1.24% Add +7.0% 50,332 $11.2M
Osaic Holdings, Inc. 0.03% Reduce -8.1% 49,648 $11.1M
Mercer Global Advisors Inc. 0.03% Add +3.2% 49,269 $11.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +38.1% 48,487 $10.9M
CIBC Private Wealth Group LLC 0.02% Reduce -9.6% 48,671 $10.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -21.5% 48,643 $10.9M
Phoenix Financial Ltd. 0.16% Add +21.8% 48,210 $10.8M
Jane Street Group, LLC 0.02% Reduce -72.4% 48,169 $10.7M
Foyston, Gordon & Payne Inc 2.64% Reduce -11.7% 47,453 $10.6M
Segall Bryant & Hamill, LLC 0.14% Reduce -1.3% 47,142 $10.5M
Elo Mutual Pension Insurance Co 0.22% Add +13.1% 46,906 $10.5M
MML Investors Services, LLC 0.04% Add +2.8% 46,735 $10.4M
M&T Bank Corp 0.03% Reduce -5.2% 46,495 $10.4M
Envestnet Portfolio Solutions, Inc. 0.03% Add +1.8% 46,114 $10.3M
Dupont Capital Management Corp. 0.86% No change 45,873 $10.2M
SpiderRock Advisors, LLC 0.22% Reduce -3.5% 45,553 $10.2M
Edmond DE Rothschild Holding S.A. 0.16% Add +33.3% 44,496 $9.9M
Sawgrass Asset Management LLC 1.03% Reduce -4.1% 44,449 $9.9M
Bridges Investment Management Inc. 0.14% New 44,339 $9.9M
Longbow Finance SA 1.03% Add +19.3% 43,466 $9.7M
Trexquant Investment LP 0.12% Add +423.6% 43,327 $9.7M
Cresset Asset Management, LLC 0.04% Reduce -0.6% 43,287 $9.7M
Crossmark Global Holdings, Inc. 0.17% Add +33.8% 42,626 $9.5M
Oregon Public Employees Retirement Fund 0.18% Reduce -0.7% 42,045 $9.4M
Huntington National Bank 0.09% Reduce -1.1% 41,968 $9.4M
Twinbeech Capital LP 0.18% New 41,442 $9.2M
Vestcor Inc 0.29% No change 41,329 $9.2M
Lido Advisors, LLC 0.07% Add +1.4% 40,834 $9.1M
Blair William & Co. 0.03% Add +0.4% 40,789 $9.1M
Teza Capital Management LLC 0.98% Add +334.9% 40,157 $9.0M
Bancreek Capital Management, LP 5.59% Add +10.4% 39,732 $8.9M
Contravisory Investment Management, Inc. 1.89% Add +1.4% 39,688 $8.9M
Builder Investment Group Inc. 2.36% No change 39,406 $8.8M
Calamos Wealth Management LLC 0.46% Add +0.5% 39,281 $8.8M
Gulf International Bank (UK) Ltd 0.22% Reduce -4.3% 39,104 $8.7M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.11% No change 43,000 $8.6M
Marks Group Wealth Management, Inc 0.81% Add +0.4% 38,153 $8.5M
MinichMacGregor Wealth Management, LLC 1.80% Add +2.6% 37,675 $8.4M
Executive Wealth Management, LLC 0.65% New 37,372 $8.3M
Stokes Capital Advisors, LLC 2.13% Reduce -0.3% 37,267 $8.3M
Steward Partners Investment Advisory, LLC 0.08% Add +10.0% 37,235 $8.3M
Bennett Selby Investments LP 3.42% No change 36,489 $8.1M
Auxier Asset Management LLC 1.17% Reduce -0.2% 35,518 $7.9M
Advisors Asset Management, Inc. 0.14% Reduce -28.1% 35,006 $7.8M
University of Texas/Texas Am Investment Management Co. 1.25% Add +95.5% 34,421 $7.7M
Kentucky Retirement Systems 0.23% Reduce -7.7% 34,258 $7.6M
Point72 Hong Kong Ltd 0.55% Add +722.6% 34,137 $7.6M
Ipswich Investment Management Co., Inc. 1.74% Add +0.1% 33,755 $7.5M
Ieq Capital, LLC 0.09% Add +8.0% 32,764 $7.3M
Illinois Municipal Retirement Fund 0.10% Reduce -30.0% 32,733 $7.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.4% 32,732 $7.3M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -1.6% 32,117 $7.2M
Cary Street Partners Investment Advisory LLC 0.26% Add +0.8% 31,991 $7.1M
Mizuho Securities USA LLC 0.15% Reduce -16.1% 31,888 $7.1M
NewEdge Advisors, LLC 0.05% Add +0.3% 31,588 $7.0M
Campbell & CO Investment Adviser LLC 0.52% Add +215.6% 31,520 $7.0M
Siemens Fonds Invest GmbH 0.56% Reduce -0.4% 31,470 $7.0M
Quantinno Capital Management LP 0.09% Add +48.7% 31,460 $7.0M
Hartford Investment Management Co. 0.23% Reduce -1.5% 31,201 $7.0M
Seven Eight Capital, LP 0.62% Add +62.1% 31,053 $6.9M
Tower View Wealth Management LLC 3.76% Add +0.4% 30,825 $6.9M
Engineers Gate Manager LP 0.13% New 30,488 $6.8M
Bleakley Financial Group, LLC 0.21% Add +0.7% 30,182 $6.7M
Synovus Financial Corp. 0.08% Add +3.0% 29,970 $6.7M
NBT Bank, N.A. 0.44% Reduce -5.2% 29,432 $6.6M
CX Institutional 0.29% Add +18.6% 29,399 $6.6M
Exencial Wealth Advisors, LLC 0.24% Reduce -4.6% 29,390 $6.6M
Oak Ridge Investments LLC 0.56% Add +7.5% 28,948 $6.5M
Bell Asset Management Ltd 1.18% Reduce -37.8% 28,870 $6.4M
Bessemer Group Inc. 0.01% Add +0.4% 28,774 $6.4M
Maryland State Retirement & Pension System 0.13% Reduce -26.0% 28,435 $6.3M
Legacy Advisors, LLC 0.69% Add +2.3% 28,433 $6.3M
Magnetar Financial LLC 0.16% New 28,155 $6.3M
Rakuten Investment Management, Inc. 0.04% Add +33.1% 27,897 $6.2M
Snowden Capital Advisors LLC 0.19% Reduce -0.1% 27,856 $6.2M
Louisiana State Employees Retirement System 0.11% Reduce -0.7% 27,700 $6.2M
Stonegate Investment Group, LLC 0.16% Reduce -9.3% 27,544 $6.1M
Securian Asset Management, Inc. 0.18% Reduce -4.0% 27,198 $6.1M
Bellwether Advisors, LLC 1.16% New 27,180 $6.1M
Avantax Advisory Services, Inc. 0.04% Reduce -29.8% 27,176 $6.1M
Point72 (DIFC) Ltd 0.47% Add +955.1% 27,158 $6.1M
Kinsale Capital Group, Inc. 1.78% Add +16.8% 27,004 $6.0M
FORA Capital, LLC 0.71% Reduce -24.0% 26,934 $6.0M
Cape Cod Five Cents Savings Bank 0.55% Add +0.3% 26,703 $6.0M
Vontobel Holding Ltd. 0.02% Reduce -2.3% 26,684 $6.0M
FineMark National Bank & Trust 0.21% Reduce -0.2% 26,599 $5.9M
Cornerstone Advisors, LLC 0.23% No change 26,300 $5.9M
Commerce Bank 0.04% Reduce -0.2% 25,881 $5.8M
Capital Planning Advisors, LLC 0.87% Add +1.7% 25,846 $5.8M
Harrington Investments, INC 3.11% Reduce -1.2% 25,564 $5.7M
Diversified Trust Co. 0.14% Add +0.0% 25,555 $5.7M
Bonness Enterprises Inc. 1.89% No change 25,500 $5.7M
Parcion Private Wealth LLC 0.47% Add +6.7% 25,417 $5.7M
Investment Management Corp of Ontario 0.12% Add +27.5% 25,017 $5.6M
ING Groep NV 0.03% Reduce -59.3% 24,786 $5.5M
First National Bank of Mount Dora, Trust Investment Services 1.25% Add +4.5% 24,666 $5.5M
BNC Wealth Management, LLC 2.02% Reduce -1.8% 24,540 $5.5M
UniSuper Management Pty Ltd 0.04% Add +1.5% 24,424 $5.4M
Metis Global Partners, LLC 0.17% Add +3.6% 24,252 $5.4M
New Mexico Educational Retirement Board 0.18% Reduce -2.8% 24,141 $5.4M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Add +2.7% 24,124 $5.4M
BNP Paribas 0.22% Add +5.5% 24,080 $5.4M
AustralianSuper Pty Ltd 0.03% Add +18.1% 23,897 $5.3M
Zions Bancorporation, N.A. 0.38% Add +14.2% 23,648 $5.3M
Reliant Investment Management, LLC 2.48% Reduce -3.2% 23,619 $5.3M
Keybank National Association 0.02% Reduce -6.8% 23,106 $5.2M
&partners 0.10% Add +161.6% 23,213 $5.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.34% Reduce -1.1% 22,536 $5.0M
Impact Asset Management GmbH 1.92% — 22,365 $5.0M
Focus Partners Wealth 0.02% Reduce -80.4% 22,327 $5.0M
Agf Management Ltd. 0.03% Add +24.8% 22,252 $5.0M
American Trust 0.41% Reduce -15.2% 22,186 $4.9M
Cwm, LLC 0.02% Add +2.4% 22,050 $4.9M
Essex LLC 1.01% Reduce -5.1% 22,008 $4.9M
Axxcess Wealth Management, LLC 0.12% Reduce -0.9% 21,742 $4.9M
Benjamin Edwards Inc. 0.07% Add +453.1% 21,570 $4.8M
Sompo Asset Management Co., Ltd. 0.74% Add +8.0% 21,260 $4.7M
Dynamic Technology Lab Private Ltd 0.50% Add +267.7% 21,057 $4.7M
Capital International Ltd. 0.20% Add +24.2% 20,999 $4.7M
NEOS Investment Management LLC 0.14% Add +24.5% 20,606 $4.6M
Conning Inc. 0.16% Reduce -5.3% 20,578 $4.6M
Triasima Portfolio Management inc. 1.03% Add +0.3% 20,496 $4.6M
E. Ohman J:or Asset Management AB 0.11% Reduce -5.4% 20,124 $4.5M
Lafayette Investments, Inc. 0.94% Reduce -8.8% 20,083 $4.5M
RBF Capital, LLC 0.23% No change 20,000 $4.5M
Brevan Howard Capital Management LP 0.22% Reduce -11.4% 19,923 $4.4M
Kestra Advisory Services, LLC 0.02% Reduce -18.7% 19,668 $4.4M
Norinchukin Bank, The 0.10% Add +14.2% 19,575 $4.4M
Tower Research Capital LLC (TRC) 0.12% Add +6.9% 19,558 $4.4M
Argent Trust Co 0.18% Add +0.8% 19,552 $4.4M
GAMCO Investors 0.04% Reduce -5.1% 19,459 $4.3M
Transcend Capital Advisors, LLC 0.29% Add +11.2% 19,321 $4.3M
Plato Investment Management Ltd 0.35% Add +16.9% 19,184 $4.3M
Blue Trust, Inc. 0.06% Add +14.9% 20,081 $4.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.61% Reduce -0.8% 18,785 $4.2M
Suncoast Equity Management 0.48% Add +33.9% 18,775 $4.2M
Souders Financial Advisors 0.58% Reduce -0.3% 18,529 $4.1M
Aviso Financial Inc. 0.20% Add +30.1% 18,450 $4.1M
Alerus Financial NA 0.30% Reduce -5.0% 18,353 $4.1M
Morton Community Bank 1.07% Reduce -0.3% 18,323 $4.1M
Cyndeo Wealth Partners, LLC 0.28% Reduce -30.4% 18,213 $4.1M
Occidental Asset Management, LLC 0.64% Add +3.5% 17,804 $4.0M
Walleye Capital LLC 0.05% Reduce -60.1% 17,702 $3.9M
Vinva Investment Management Ltd 0.17% Reduce -11.1% 17,624 $3.9M
Prosperity Consulting Group, LLC 0.31% Add +727.6% 17,586 $3.9M
Argent Financial Group, Inc. 0.46% — 17,556 $3.9M
Red Cedar Investment Management, LLC 0.50% No change 17,521 $3.9M
Mechanics Bank Trust Department 0.52% Reduce -1.5% 17,443 $3.9M
ExodusPoint Capital Management, LP 0.04% Add +4.5% 17,263 $3.9M
Hantz Financial Services, Inc. 0.07% Add +3.1% 17,249 $3.8M
Becker Capital Management Inc. 0.13% Reduce -4.3% 17,241 $3.8M
World Investment Advisors 0.12% Add +29.9% 17,223 $3.8M
AIA Group Ltd 0.10% New 17,200 $3.8M
Edgestream Partners, L.P. 0.17% Add +632.2% 17,104 $3.8M
Empirical Finance, LLC 0.22% Add +2.2% 17,102 $3.8M
OMERS ADMINISTRATION Corp 0.04% No change 17,090 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +4.1% 16,922 $3.8M
NewEdge Wealth, LLC 0.07% Add +2.9% 16,915 $3.8M
First Trust Direct Indexing L.P. 0.20% Add +29.7% 16,855 $3.8M
Interval Partners, LP 0.11% Reduce -64.2% 16,643 $3.7M
Federated Hermes, Inc. 0.01% Reduce -44.5% 16,254 $3.6M
Kintegral Advisory, LLC 0.33% Reduce -1.3% 16,216 $3.6M
First Citizens Bank & Trust Co. 0.08% Reduce -3.4% 16,133 $3.6M
Ascent Group, LLC 0.27% Reduce -3.8% 15,843 $3.5M
Strategic Investment Advisors / MI 0.39% Add +3.4% 15,835 $3.5M
Choreo, LLC 0.05% Add +0.2% 15,763 $3.5M
Northwest Investment Counselors, LLC 0.79% Reduce -0.1% 15,682 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -0.6% 15,586 $3.5M
Y-Intercept (Hong Kong) Ltd 0.21% Add +49.0% 15,552 $3.5M
Algert Global LLC 0.09% New 15,029 $3.4M
Lindenwold Advisors, INC 1.68% Add +1.1% 14,961 $3.3M
Assenagon Asset Management S.A. 0.01% Reduce -97.8% 14,941 $3.3M
Kingsview Wealth Management, LLC 0.07% Add +7.3% 14,927 $3.3M
OneDigital Investment Advisors LLC 0.04% Reduce -7.8% 14,915 $3.3M
Gotham Asset Management 0.03% Add +9.2% 14,869 $3.3M
Exchange Traded Concepts, LLC 0.08% Add +98.7% 14,716 $3.3M
South Dakota Investment Council 0.06% No change 14,652 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -8.4% 14,560 $3.2M
Sustainable Insight Capital Management, LLC 1.47% Reduce -12.4% 14,542 $3.2M
Pitcairn Co. 0.19% Reduce -15.2% 14,529 $3.2M
Accurate Wealth Management, LLC 0.65% Reduce -2.1% 14,332 $3.2M
CreativeOne Wealth, LLC 0.11% Add +8.5% 14,266 $3.2M
AlphaQuest LLC 0.28% Add +7868.0% 14,183 $3.2M
NJ State Employees Deferred Compensation Plan 0.37% No change 14,100 $3.1M
Private Advisor Group, LLC 0.02% Reduce -6.2% 14,083 $3.1M
Sumitomo Life Insurance Co. 0.06% Add +1.5% 14,073 $3.1M
Union Heritage Capital, LLC 1.16% No change 14,064 $3.1M
V-Square Quantitative Management LLC 0.46% Add +7.8% 14,031 $3.1M
Empowered Funds, LLC 0.05% Add +5.4% 13,937 $3.1M
LBP Am SA 0.05% New 13,924 $3.1M
United Capital Financial Advisors, LLC 0.03% Add +2.4% 13,919 $3.1M
Hamilton Capital Partners Inc. 0.27% Add +15.2% 13,886 $3.1M
River Wealth Advisors LLC 0.41% Reduce -1.5% 13,885 $3.1M
Hartline Investment Corp./ 0.38% Add +1.3% 13,763 $3.1M
Freestone Capital Holdings, LLC 0.11% Add +0.3% 13,752 $3.1M
Vident Advisory, LLC 0.08% Add +10.9% 13,743 $3.1M
Bouvel Investment Partners, LLC 1.13% Add +0.6% 13,473 $3.0M
Beacon Pointe Advisors, LLC 0.03% Reduce -13.6% 13,441 $3.0M
Composition Wealth, LLC 0.07% Reduce -1.2% 13,378 $3.0M
Caprock Group, LLC 0.11% Add +5.1% 13,267 $3.0M
Welch & Forbes LLC 0.04% Reduce -9.3% 13,196 $2.9M
Commerzbank Aktiengesellschaft 0.08% Add +564.2% 13,152 $2.9M
Moody National Bank Trust Division 0.31% Reduce -10.2% 13,063 $2.9M
Tidal Investments LLC 0.03% Add +17.2% 13,013 $2.9M
G&S Capital LLC 1.21% Add +1.0% 12,968 $2.9M
Dynasty Wealth Management, LLC 0.09% Add +1.4% 12,967 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +9.7% 12,940 $2.9M
Kimelman & Baird, LLC 0.23% No change 12,895 $2.9M
Fiduciary Trust Co 0.04% Add +49.3% 12,883 $2.9M
Two Sigma Advisers, LP 0.01% Reduce -26.4% 12,800 $2.9M
Brown, Lisle/Cummings, Inc. 0.87% Reduce -0.1% 12,784 $2.9M
Virtu Financial LLC 0.16% Add +1.3% 12,756 $2.8M
Summit Financial, LLC 0.11% Add +2.1% 12,654 $2.8M
HB Wealth Management, LLC 0.03% Add +3.8% 12,638 $2.8M
Icon Wealth Advisors, LLC 0.23% Add +7.5% 12,637 $2.8M
Ossiam 0.05% Reduce -96.9% 12,604 $2.8M
Sciencast Management LP 0.83% Add +11.1% 12,526 $2.8M
Park Avenue Securities LLC 0.03% Reduce -8.6% 12,510 $2.8M
Private Trust Co. NA 0.28% Reduce -1.5% 12,509 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +16.4% 12,377 $2.8M
HBK Sorce Advisory LLC 0.08% Reduce -2.3% 12,375 $2.8M
Bokf, NA 0.05% Reduce -1.5% 12,211 $2.7M
Prescott Group Capital Management, L.L.C. 0.39% No change 12,055 $2.7M
First Manhattan Co. Llc. 0.01% Add +7.7% 11,903 $2.7M
Spire Wealth Management 0.09% Add +248.9% 11,839 $2.6M
Larson Financial Group LLC 0.15% Add +5.3% 11,690 $2.6M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -1.4% 11,655 $2.6M
Coldstream Capital Management Inc. 0.06% Add +9.2% 11,514 $2.6M
Lombard Odier Asset Management (Switzerland) SA 0.21% New 11,405 $2.5M
United Services Automobile Association 0.06% Reduce -20.0% 11,302 $2.5M
Horizon Investments, LLC 0.07% Reduce -0.2% 11,314 $2.5M
TCW Group Inc. 0.02% Reduce -1.4% 11,194 $2.5M
Cibc World Market Inc. 0.01% Reduce -87.8% 11,058 $2.5M
Howland Capital Management LLC 0.11% Reduce -1.2% 10,931 $2.4M
Tiaa Trust, National Association 0.01% Reduce -0.7% 10,837 $2.4M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -0.8% 10,754 $2.4M
Regions Financial Corp. 0.02% Reduce -4.3% 10,580 $2.4M
TKG Advisors, LLC 1.16% Add +2.5% 10,552 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -0.7% 10,509 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.21% No change 10,500 $2.3M
Te Ahumairangi Investment Management Ltd 0.41% Add +3.5% 10,499 $2.3M
HighPoint Advisor Group LLC 0.13% Reduce -3.0% 10,479 $2.3M
Wealthcare Advisory Partners LLC 0.07% Add +2.8% 10,286 $2.3M
Oddo BHF Asset Management Sas 0.11% — 10,281 $2.3M
Evercore Wealth Management, LLC 0.03% Add +2.1% 10,249 $2.3M
Greenleaf Trust 0.02% Add +1.0% 10,247 $2.3M
Townsquare Capital LLC 0.03% Add +53.6% 10,130 $2.3M
Capital Asset Advisory Services LLC 0.11% Reduce -1.8% 10,037 $2.2M
Kestra Private Wealth Services, LLC 0.04% Add +3.5% 10,062 $2.2M
Courier Capital LLC 0.15% Add +10.7% 10,013 $2.2M
Cohen Klingenstein LLC 0.08% No change 10,000 $2.2M
Axq Capital, LP 0.67% Reduce -0.5% 9,967 $2.2M
Hills Bank & Trust Co 0.17% Reduce -1.1% 9,955 $2.2M
Value Partners Investments Inc. 0.18% Add +8.2% 9,875 $2.2M
Praxis Investment Management Inc. 0.14% No change 9,860 $2.2M
Dumont & Blake Investment Advisors LLC 0.58% Reduce -50.3% 9,829 $2.2M
Qtron Investments LLC 0.30% Add +16.6% 9,770 $2.2M
Vectors Research Management, LLC 0.66% Add +0.2% 9,754 $2.2M
Enterprise Bank & Trust Co 0.70% Add +0.9% 9,700 $2.2M
Raymond James Trust N.A. 0.05% Add +0.4% 9,687 $2.2M
Tealwood Asset Management Inc. 0.95% Add +0.7% 9,679 $2.2M
Signaturefd, LLC 0.04% Add +4.5% 9,608 $2.1M
Aerodigm Wealth, LLC 1.35% Reduce -1.1% 9,574 $2.1M
Chatham Capital Group, Inc. 0.35% Reduce -1.0% 9,513 $2.1M
Front Row Advisors LLC 0.75% Reduce -1.4% 9,424 $2.1M
Perigon Wealth Management, LLC 0.06% Add +68.1% 9,416 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.0% 9,368 $2.1M
Vise Technologies, Inc. 0.27% Reduce -5.8% 9,365 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.3% 9,315 $2.1M
UNIVEST FINANCIAL Corp 0.14% New 9,302 $2.1M
Ritholtz Wealth Management 0.06% Add +3.4% 9,254 $2.1M
Cary Street Partners Asset Management LLC 0.27% Reduce -2.8% 9,227 $2.1M
Ballentine Partners, LLC 0.04% Add +6.9% 9,207 $2.1M
Northcape Capital Pty Ltd 0.30% Reduce -48.2% 9,201 $2.1M
Quadrant Capital Group LLC 0.14% Reduce -1.2% 9,196 $2.1M
Moneta Group Investment Advisors LLC 0.03% Add +0.5% 9,027 $2.0M
Merit Financial Group, LLC 0.04% Reduce -25.4% 8,898 $2.0M
Brass Tax Wealth Management, Inc. 0.42% Add +258.0% 8,754 $2.0M
Savant Capital, LLC 0.02% Add +11.9% 8,741 $2.0M
Centiva Capital, LP 0.09% New 8,694 $1.9M
RMR Wealth Builders 0.21% Add +0.0% 8,675 $1.9M
Wilmington Savings Fund Society, FSB 0.03% Add +204.1% 8,640 $1.9M
Belpointe Asset Management LLC 0.12% Reduce -13.5% 8,625 $1.9M
Atria Wealth Solutions, Inc. 0.02% Reduce -3.1% 8,583 $1.9M
Knollwood Investment Advisory, LLC 0.20% No change 8,430 $1.9M
Anthracite Investment Company, Inc. 0.89% No change 8,424 $1.9M
Hilltop Holdings Inc. 0.12% Add +140.9% 8,396 $1.9M
Wealth Alliance, LLC 0.22% Reduce -1.4% 8,394 $1.9M
Paloma Partners Management Co 0.13% Reduce -43.5% 8,347 $1.9M
Mission Wealth Management, LP 0.05% Reduce -0.5% 8,331 $1.9M
Scientech Research LLC 0.37% New 8,310 $1.9M
TD Private Client Wealth LLC 0.05% Add +1.1% 8,279 $1.8M
Clearstead Advisors, LLC 0.03% Add +2.7% 8,266 $1.8M
Landscape Capital Management, L.L.C. 0.19% Reduce -18.4% 8,223 $1.8M
Elevation Point Wealth Partners, LLC 0.18% Add +72.7% 8,217 $1.8M
First National Trust Co 0.07% Reduce -0.4% 8,193 $1.8M
Syon Capital LLC 0.16% Reduce -0.6% 8,137 $1.8M
Citizens Financial Group Inc. 0.04% Add +7.9% 8,089 $1.8M
IAM Advisory, LLC 0.45% Add +2.0% 8,068 $1.8M
Headlands Technologies LLC 0.21% New 8,009 $1.8M
LS Investment Advisors, LLC 0.26% No change 8,005 $1.8M
Meeder Advisory Services, Inc. 0.12% Reduce -0.8% 7,969 $1.8M
PFG Advisors 0.11% Reduce -14.2% 7,956 $1.8M
iA Global Asset Management Inc. 0.03% Add +92.6% 7,935 $1.8M
Brophy Wealth Management, LLC 0.63% — 7,880 $1.8M
Citizens & Northern Corp. 0.53% Add +9.9% 7,878 $1.8M
Advisory Services Network, LLC 0.04% No change 8,337 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +3.4% 7,867 $1.8M
PDT Partners, LLC 0.16% Reduce -0.4% 7,850 $1.8M
Profund Advisors LLC 0.07% Add +4.8% 7,774 $1.7M
Lantz Financial LLC 0.47% Add +0.3% 7,739 $1.7M
DoubleLine ETF Adviser LP 0.42% Reduce -6.2% 7,728 $1.7M
Venturi Wealth Management, LLC 0.09% Reduce -11.7% 7,689 $1.7M
Clifford Swan Investment Counsel LLC 0.06% No change 7,674 $1.7M
Beverly Hills Private Wealth, LLC 0.34% Reduce -13.8% 7,583 $1.7M
Wimmer Associates 1, LLC 0.83% Reduce -0.5% 7,570 $1.7M
Matrix Trust Co 0.31% Reduce -1.4% 7,399 $1.7M
Chesley Taft & Associates LLC 0.08% No change 7,391 $1.6M
Relyea Zuckerberg Hanson LLC 0.25% Reduce -4.6% 7,390 $1.6M
Mogy Joel R Investment Counsel Inc. 0.10% New 7,248 $1.6M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -8.0% 7,220 $1.6M
Wedmont Private Capital 0.09% Add +3.8% 7,322 $1.6M
Thompson Siegel & Walmsley LLC 0.02% Add +0.1% 7,182 $1.6M
Norway Savings Bank 0.87% Add +6.9% 7,171 $1.6M
TCTC Holdings, LLC 0.05% Reduce -7.4% 7,166 $1.6M
MAI Capital Management 0.02% Reduce -38.5% 7,144 $1.6M
Parallel Advisors, LLC 0.04% Add +5.0% 7,055 $1.6M
Summit Trail Advisors, LLC 0.04% Add +27.8% 7,035 $1.6M
Pensionfund Sabic 0.49% Reduce -22.2% 7,000 $1.6M
RCS Financial Planning, LLC 0.86% Reduce -0.0% 6,904 $1.5M
Concurrent Investment Advisors, LLC 0.05% Add +16.9% 6,890 $1.5M
Machina Capital S.A.S. 0.61% New 6,846 $1.5M
Aigen Investment Management, LP 0.30% Reduce -37.3% 6,804 $1.5M
Fidelis Capital Partners, LLC 0.18% Reduce -1.4% 6,759 $1.5M
Boyd Watterson Asset Management LLC 0.42% Add +0.5% 6,730 $1.5M
Smithfield Trust Co 0.07% Add +0.0% 6,703 $1.5M
Groupama Asset Managment 0.04% Add +0.5% 8,335 $1.5M
LMCG Investments, LLC 0.09% Reduce -0.3% 6,672 $1.5M
NorthRock Partners, LLC 0.05% Add +2.4% 6,653 $1.5M
Shelton Capital Management 0.04% Reduce -61.1% 6,598 $1.5M
Crestline Management, L.P. 0.08% New 6,452 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% No change 6,449 $1.4M
Freedom Investment Management, Inc. 0.11% Add +4.9% 6,380 $1.4M
Checchi Capital Advisers, LLC 0.10% Reduce -3.6% 6,308 $1.4M
United Bank 0.65% Add +0.5% 6,298 $1.4M
Venture Visionary Partners LLC 0.06% Reduce -39.6% 6,282 $1.4M
Pegasus Partners Ltd. 0.13% Reduce -23.9% 6,269 $1.4M
Exchange Bank 1.14% No change 6,239 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Add +39.1% 6,235 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.1% 6,209 $1.4M
Qsemble Capital Management, LP 0.25% Add +53.2% 6,197 $1.4M
Gries Financial LLC 0.26% Add +9.2% 6,170 $1.4M
Lester Murray Antman dba SimplyRich 0.38% Add +5.4% 6,140 $1.4M
Elmwood Wealth Management, Inc. 0.56% Reduce -2.4% 6,112 $1.4M
Concord Wealth Partners 0.23% Add +0.1% 6,077 $1.4M
Highview Capital Management LLC 0.55% Add +5.1% 6,048 $1.3M
Peapack Gladstone Financial Corp. 0.02% Add +0.5% 6,047 $1.3M
Principal Securities, Inc. 0.03% Add +8.9% 6,025 $1.3M
Concord Asset Management, LLC 0.30% No change 5,964 $1.3M
Fox Run Management, L.L.C. 0.30% New 5,951 $1.3M
Andra AP-fonden 0.02% Reduce -69.0% 5,900 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -1.9% 5,866 $1.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +1.8% 5,815 $1.3M
Brighton Jones LLC 0.05% Reduce -43.0% 5,778 $1.3M
US Asset Management LLC 1.13% Reduce -0.3% 5,678 $1.3M
AXS Investments LLC 0.34% Reduce -1.4% 5,740 $1.3M
Kathmere Capital Management, LLC 0.12% Add +12.9% 5,732 $1.3M
Ironwood Investment Counsel, LLC 0.21% Add +0.7% 5,725 $1.3M
DF Dent & Co. Inc. 0.02% Add +1.8% 5,713 $1.3M
Pinnacle Associates Ltd. 0.02% Add +4.1% 6,698 $1.3M
Trust Asset Management LLC 0.10% No change 5,677 $1.3M
D.A. Davidson & Co. 0.01% Reduce -16.3% 5,664 $1.3M
Global Retirement Partners, LLC 0.04% Add +0.4% 5,663 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +4.6% 5,634 $1.3M
Kings Path Partners LLC 0.53% No change 5,625 $1.3M
Aries Wealth Management 0.34% No change 5,607 $1.3M
Dark Forest Capital Management LP 0.16% New 5,548 $1.2M
Prosperity Financial Group, Inc. 0.69% Add +0.5% 5,541 $1.2M
Neville Rodie & Shaw Inc. 0.09% No change 5,530 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +2.3% 5,526 $1.2M
Shell Asset Management Co. 0.05% — 5,512 $1.2M
Center For Asset Management LLC 0.73% Add +1.9% 5,496 $1.2M
Smartleaf Asset Management LLC 0.15% Add +35.0% 5,377 $1.2M
Dover Advisors, LLC 0.68% No change 5,394 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +1.4% 5,391 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.7% 5,342 $1.2M
West Paces Advisors Inc. 0.29% Add +3.7% 5,297 $1.2M
Legacy Wealth Asset Management, LLC 0.32% Add +0.7% 5,292 $1.2M
Fullcircle Wealth LLC 0.52% Add +3.2% 5,255 $1.2M
AA Financial Advisors, LLC 0.34% No change 5,201 $1.2M
Canandaigua National Bank & Trust Co. 0.11% Reduce -5.3% 5,197 $1.2M
Concourse Financial Group Securities, Inc. 0.07% Add +5.4% 5,192 $1.2M
NorthStar Asset Management LLC 0.77% Add +28.8% 5,146 $1.1M
Cascade Financial Partners, LLC 0.14% No change 5,136 $1.1M
Boltwood Capital Management 0.34% Reduce -4.3% 5,105 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.61% No change 5,091 $1.1M
Cigna Investments Inc. 0.20% Reduce -2.0% 5,073 $1.1M
Bar Harbor Wealth Management 0.07% Reduce -7.6% 5,001 $1.1M
West Family Investments, Inc. 0.38% Add +6.1% 4,990 $1.1M
HM Payson & Co. 0.02% Add +2.7% 4,937 $1.1M
Lake Street Advisors Group, LLC 0.05% Add +1.2% 4,924 $1.1M
Pinebridge Investments, L.P. 0.01% Reduce -89.3% 4,912 $1.1M
nVerses Capital, LLC 0.50% Add +16.7% 4,900 $1.1M
Mgo One Seven LLC 0.05% Reduce -11.0% 4,879 $1.1M
Manchester Capital Management LLC 0.13% Add +2.0% 4,865 $1.1M
Csenge Advisory Group 0.06% Reduce -5.8% 4,813 $1.1M
Marshall Financial Group, LLC 0.26% Add +1.4% 4,814 $1.1M
Douglas Lane & Associates, LLC 0.01% Reduce -0.5% 4,811 $1.1M
Quadcap Wealth Management, LLC 0.17% Add +27.9% 4,806 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -4.5% 4,786 $1.1M
JGP Wealth Management, LLC 0.14% Add +5.6% 4,755 $1.1M
Murphy Pohlad Asset Management LLC 0.44% No change 4,730 $1.1M
Fifth Third Wealth Advisors LLC 0.06% Add +5.6% 4,727 $1.1M
EverSource Wealth Advisors, LLC 0.07% Add +1.1% 4,707 $1.1M
Beck Bode, LLC 0.20% No change 4,702 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +0.7% 4,667 $1.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% New 4,652 $1.0M
Connecticut Wealth Management, LLC 0.05% Add +1.2% 4,623 $1.0M
Leavell Investment Management, Inc. 0.05% Add +0.3% 4,607 $1.0M
Boston Financial Mangement LLC 0.03% Reduce -8.1% 4,580 $1.0M
Red Door Wealth Management, LLC 0.17% Reduce -0.1% 4,534 $1.0M
Quadrant Private Wealth Management, LLC 0.25% Add +0.4% 4,518 $1.0M
Schechter Investment Advisors, LLC 0.07% Add +1.7% 4,513 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +2.9% 4,489 $1.0M
Criterion Capital Advisors, LLC 0.63% No change 4,735 $998K
Legacy Capital Wealth Partners, LLC 0.20% Reduce -5.2% 4,468 $997K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Reduce -4.2% 4,445 $992K
Nicolet Bankshares Inc. 0.20% Add +0.4% 4,445 $992K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -1.3% 4,429 $987K
NorthCoast Asset Management LLC 0.01% Add +197.5% 11,116 $987K
Journey Strategic Wealth LLC 0.04% Add +12.3% 4,356 $972K
Quantitative Investment Management, LLC 0.10% Add +67.2% 4,356 $971K
Capital Group Investment Management Pte. LTD. 0.19% Add +36.1% 4,324 $965K
Advance Capital Management, Inc. 0.04% No change 4,294 $958K
Essex Investment Management Co. LLC 0.17% Reduce -0.3% 4,267 $952K
Nilsine Partners, LLC 0.12% Reduce -8.2% 4,238 $945K
GM Advisory Group, LLC 0.06% Add +4.0% 4,196 $936K
Allred Capital Management, LLC 0.37% Reduce -2.3% 4,194 $936K
Trust Co. of Toledo NA 0.13% Add +13.8% 4,178 $932K
Financial Advocates Investment Management 0.05% Add +2.1% 4,165 $929K
Farther Finance Advisors, LLC 0.03% Reduce -4.1% 4,146 $925K
Diversify Advisory Services, LLC 0.05% Reduce -4.5% 4,163 $923K
Virtus Advisers, LLC 0.42% New 4,062 $906K
SRN Advisors, LLC 0.80% Reduce -3.8% 4,044 $902K
Western Wealth Management, LLC 0.05% Reduce -6.3% 4,044 $902K
Atlantic Union Bankshares Corp 0.05% No change 4,028 $899K
Point72 Asia (Singapore) Pte. Ltd. 0.17% Add +1634.0% 4,023 $897K
Northwest Bank & Trust Co 0.68% Add +1.9% 4,023 $897K
Allworth Financial LP 0.01% Add +1.0% 4,012 $895K
Westpac Banking Corp. 0.06% Add +6.1% 4,004 $893K
Icon Advisers Inc. 0.20% Reduce -65.2% 4,000 $892K
Trivium Point Advisory, LLC 0.12% Add +15.7% 3,949 $891K
North Point Portfolio Managers Corp. 0.14% New 3,994 $891K
Quotient Wealth Partners, LLC 0.03% Reduce -1.0% 3,980 $888K
Sfmg, LLC 0.07% Add +0.5% 3,965 $885K
Waypoint Capital Advisors, LLC 0.19% Add +0.9% 3,956 $883K
Strategic Blueprint, LLC 0.05% Add +6.5% 3,917 $874K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.24% Reduce -3.8% 3,893 $868K
Personal Cfo Solutions, LLC 0.12% Reduce -2.3% 3,893 $868K
Brooklyn Investment Group 0.28% Add +11.0% 3,883 $866K
Ledyard National Bank 0.08% Add +10.8% 3,881 $866K
Fulton Bank, N.A. 0.03% Add +0.9% 3,870 $863K
Stephens Inc. 0.01% Reduce -14.3% 3,867 $863K
TrinityPoint Wealth, LLC 0.12% Reduce -0.3% 3,866 $862K
Missouri Trust & Investment Co 0.30% Reduce -6.5% 3,865 $862K
GAMMA Investing LLC 0.09% Add +38.3% 3,865 $862K
Texas Capital Bank Wealth Management Services Inc 0.08% Add +1.4% 3,863 $862K
AMG National Trust Bank 0.02% Reduce -10.5% 3,850 $859K
Fortis Capital Advisors, LLC 0.28% Reduce -25.4% 3,807 $849K
White Pine Investment CO 0.23% Reduce -2.4% 3,806 $849K
Entropy Technologies, LP 0.09% New 3,805 $849K
Dakota Wealth Management 0.02% Reduce -1.2% 3,783 $844K
VeraBank, N.A. 0.25% No change 3,775 $842K
McAdam, LLC 0.05% Add +2.5% 3,774 $842K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,766 $838K
Matthew Goff Investment Advisor, LLC 0.16% No change 3,749 $836K
Williams Jones Wealth Management, LLC. 0.01% Add +0.1% 3,726 $831K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.4% 3,725 $831K
Graypoint LLC 0.05% Add +10.6% 3,717 $829K
Leonteq Securities AG 0.10% Add +128.2% 3,703 $826K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -14.3% 3,703 $826K
Shira Ridge Wealth Management 0.42% Reduce -0.2% 3,699 $825K
GTS Securities LLC 0.02% Reduce -54.4% 3,695 $824K
Louisbourg Investments Inc. 0.21% No change 4,911 $824K
Sage Mountain Advisors LLC 0.07% Add +4.7% 3,670 $819K
Hutchinson Capital Management 0.16% Reduce -0.3% 3,670 $819K
Caldwell Trust Co 0.09% Reduce -9.5% 3,666 $818K
Clarius Group, LLC 0.06% Reduce -4.0% 3,646 $811K
Inceptionr LLC 0.20% New 3,627 $809K
Napatree Capital LLC 0.56% Add +10.2% 3,603 $804K
Vista Investment Partners LLC 0.26% No change 3,600 $803K
Frank, Rimerman Advisors LLC 0.06% Add +5.2% 3,594 $802K
Genesee Capital Advisors, LLC 0.38% Reduce -16.5% 3,571 $797K
Ausdal Financial Partners, Inc. 0.08% Reduce -1.6% 3,569 $796K
CW Advisors, LLC 0.01% Reduce -0.8% 3,546 $791K
Mma Asset Management LLC 0.21% No change 3,504 $782K
Truefg, LLC 0.26% No change 3,500 $781K
Noesis Capital Mangement Corp. 0.15% No change 3,500 $781K
IHT Wealth Management, LLC 0.02% Add +30.8% 3,460 $772K
Morningstar Investment Services LLC 0.01% Add +112.9% 3,445 $771K
Ostrum Asset Management 0.06% Add +1.2% 3,434 $766K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Add +263.4% 3,434 $766K
Balyasny Asset Management L.P. 0.00% Reduce -99.3% 3,420 $763K
Buckley Wealth Management, LLC 0.23% Add +4.2% 3,401 $759K
Nebula Research & Development LLC 0.09% New 3,383 $755K
Founders Financial Securities LLC 0.07% Add +3.4% 3,381 $754K
Essex Financial Services, Inc. 0.05% Reduce -51.0% 3,393 $753K
Gateway Investment Advisers LLC 0.01% Reduce -2.0% 3,341 $745K
Empower Advisory Group, LLC 0.00% Reduce -0.1% 3,335 $744K
Level Four Advisory Services, LLC 0.03% Reduce -0.6% 3,388 $739K
Ellevest, Inc. 0.04% Add +4.2% 3,309 $738K
Compound Planning, Inc. 0.05% Add +15.2% 3,280 $732K
Rodgers Brothers Inc. 0.09% No change 3,250 $725K
Kestra Investment Management, LLC 0.03% New 3,249 $725K
Kohmann Bosshard Financial Services, LLC 0.09% No change 3,244 $724K
EP Wealth Advisors, LLC 0.01% Add +37.7% 3,238 $722K
CWA Asset Management Group, LLC 0.04% — 3,228 $720K
Duncker Streett & Co. Inc. 0.13% No change 3,200 $714K
OmniStar Financial Group, Inc. 0.53% New 3,190 $713K
Waller Financial Planning Group, Inc. 0.18% Add +0.4% 3,191 $712K
Waldron Private Wealth LLC 0.03% Reduce -0.1% 3,189 $711K
Florida Trust Wealth Management Co 0.02% Add +3.6% 3,189 $711K
AE Wealth Management LLC 0.01% Add +11.1% 3,187 $711K
Bill Few Associates, Inc. 0.25% No change 3,173 $708K
Wealthspire Advisors, LLC 0.01% Add +24.7% 3,163 $706K
Foundations Investment Advisors, LLC 0.01% Add +10.3% 3,156 $704K
Defined Wealth Management, LLC 0.46% Add +0.5% 3,146 $702K
Thrive Wealth Management, LLC 0.13% Reduce -1.4% 3,134 $699K
Capital Investment Advisors, LLC 0.01% Reduce -4.5% 3,124 $697K
9258 Wealth Management, LLC 0.10% Add +4.1% 3,093 $690K
Net Worth Advisory Group 0.20% — 3,092 $690K
Baader Bank Aktiengesellschaft 0.06% Reduce -7.6% 3,091 $688K
Chilton Investment Co. Inc. 0.02% Add +5.3% 3,067 $684K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.3% 3,031 $676K
SOL Capital Management CO 0.08% No change 3,030 $676K
North Star Asset Management Inc. 0.03% No change 3,030 $676K
Ceeto Capital Group, LLC 0.25% No change 3,000 $669K
Capula Management Ltd 0.01% New 2,989 $667K
Financial Engines Advisors L.L.C. 0.00% Reduce -80.6% 2,989 $667K
44 Wealth Management LLC 0.23% — 2,976 $665K
Delta Investment Management, LLC 0.14% New 2,970 $663K
IFP Advisors, Inc 0.02% Reduce -4.4% 2,964 $661K
Savvy Advisors, Inc. 0.13% Add +155.1% 2,962 $661K
Howard Capital Management, LLC 0.01% New 2,952 $659K
Drake & Associates, LLC 0.21% Add +20.7% 2,951 $658K
Aaron Wealth Advisors LLC 0.08% Add +6.8% 2,925 $653K
Nicolet Advisory Services, LLC 0.06% Add +2.7% 2,929 $650K
Trust Point Inc. 0.05% Reduce -3.6% 2,910 $649K
McRae Capital Management Inc. 0.13% No change 2,899 $647K
Archvest Wealth Advisors, Inc. 0.41% No change 2,897 $646K
Financial Counselors Inc. 0.01% Add +15.0% 2,894 $646K
Strid Group, LLC 0.10% Reduce -0.9% 2,873 $641K
Mutual Advisors, LLC 0.02% Add +14.1% 2,881 $641K
Kearns & Associates LLC 0.42% No change 2,860 $638K
Sterling Wealth Management, Inc. 0.23% No change 2,813 $628K
Spirepoint Private Client, LLC 0.08% Add +0.2% 2,813 $628K
Requisite Capital Management, LLC 0.13% No change 2,809 $627K
Meritas Wealth Management, LLC 0.39% Add +1.2% 2,805 $626K
Warther Private Wealth, LLC 0.22% Reduce -6.7% 2,800 $625K
Montag A & Associates Inc. 0.03% No change 2,800 $625K
Arkadios Wealth Advisors 0.03% Add +4.3% 2,752 $614K
Swmg, LLC 0.25% New 2,719 $614K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -19.6% 2,732 $609K
Adero Partners, LLC 0.04% Add +2.3% 2,721 $607K
Forum Financial Management, LP 0.01% Add +0.1% 2,676 $597K
Neo Ivy Capital Management 0.19% New 2,664 $594K
Premier Path Wealth Partners, LLC 0.09% Reduce -0.1% 2,660 $593K
Capital Advisors Inc. 0.01% Reduce -1.0% 2,655 $592K
Fluent Financial, LLC 0.28% Reduce -8.7% 2,651 $591K
GeoWealth Management, LLC 0.02% Reduce -16.9% 2,646 $590K
Amplius Wealth Advisors, LLC 0.06% Reduce -0.4% 2,640 $589K
Pure Financial Advisors, LLC 0.01% Add +1.1% 2,626 $586K
McElhenny Sheffield Capital Management, LLC 0.19% Reduce -8.0% 2,620 $584K
Boston Research & Management Inc. 0.14% No change 2,620 $584K
Ashton Thomas Private Wealth, LLC 0.03% Add +33.8% 2,615 $583K
Avestar Capital, LLC 0.06% Reduce -13.4% 2,611 $582K
Asahi Life Asset Management Co., LTD. 0.35% Add +15.6% 2,600 $580K
PDS Planning, Inc 0.05% Reduce -0.3% 2,588 $577K
James Hambro & Partners LLP 0.02% Add +4.0% 2,586 $577K
Legacy Capital Group California, Inc. 0.19% Add +0.6% 2,570 $573K
REDW Wealth LLC 0.14% No change 2,537 $566K
Prospera Financial Services Inc 0.01% Add +10.6% 2,525 $563K
TFB Advisors LLC 0.17% Reduce -1.9% 2,525 $563K
C2C Wealth Management, LLC 0.52% No change 2,580 $563K
Eads & Heald Wealth Management 0.27% Reduce -0.4% 2,525 $563K
Broderick Brian C 0.11% No change 2,500 $558K
Kessler Investment Group, LLC 0.29% Reduce -1.6% 2,496 $557K
Advisors Preferred, LLC 0.08% Add +51.9% 2,492 $555K
ARS Investment Partners, LLC 0.05% Add +1.0% 2,478 $553K
Cynosure Group, LLC 0.08% Add +2.4% 2,469 $551K
My Legacy Advisors, LLC 0.22% Reduce -7.7% 2,455 $548K
Florida Financial Advisors, LLC 0.28% Reduce -8.6% 2,453 $547K
Geller Advisors LLC 0.04% Add +1.3% 2,447 $546K
Aberdeen Wealth Management LLC 0.36% No change 2,436 $543K
Walter & Keenan Wealth Management LLC /in/ 0.16% Add +0.9% 2,422 $540K
Glenview Trust Co 0.01% Add +7.0% 2,421 $540K
PFG Investments, LLC 0.03% Reduce -1.2% 2,413 $538K
Procyon Advisors, LLC 0.04% Reduce -5.7% 2,402 $536K
Penobscot Investment Management Company, Inc. 0.05% No change 2,392 $534K
Gladius Capital Management LP 0.32% Reduce -1.6% 2,391 $533K
Gladstone Institutional Advisory LLC 0.03% Add +0.4% 2,381 $531K
Verdad Advisers, LP 0.71% New 2,372 $529K
Patrick M Sweeney & Associates, Inc. 0.39% No change 2,368 $528K
Stockman Wealth Management, Inc. 0.08% Reduce -0.0% 2,360 $526K
Powell Investment Advisors, LLC 0.25% No change 2,359 $526K
Sentry Investment Management LLC 0.22% No change 2,355 $525K
Nations Financial Group Inc, /Ia/ 0.04% Add +33.1% 2,352 $525K
Veltria Advisors Corp. 0.21% No change 2,352 $525K
D'Orazio & Associates, Inc. 0.07% Add +0.6% 2,349 $524K
Chesapeake Asset Management LLC 0.45% Add +4.8% 2,347 $524K
Penserra Capital Management LLC 0.01% Add +1.3% 2,349 $523K
Dynamic Advisor Solutions LLC 0.02% Add +2.3% 2,343 $523K
Lecap Asset Management Ltd. 0.11% New 2,330 $520K
Proficio Capital Partners LLC 0.05% Reduce -22.7% 2,316 $517K
Legacy Financial Advisors, Inc. 0.09% Add +4.1% 2,314 $516K
Opus Capital Group, LLC 0.06% Add +6.8% 2,291 $511K
Faithward Advisors, LLC 0.09% Reduce -3.1% 2,272 $507K
Dogwood Wealth Management LLC 0.29% Add +133.4% 2,269 $506K
Hamilton Point Investment Advisors, LLC 0.09% New 2,266 $506K
Catalina Capital Group, LLC 0.17% Add +5.2% 2,260 $504K
Sigma Planning Corp 0.02% Reduce -0.1% 2,260 $504K
Talisman Wealth Advisors LLC 0.53% Reduce -1.3% 2,234 $500K
Evernest Financial Advisors, LLC 0.13% Add +7.6% 2,231 $498K
Tower Bridge Advisors 0.05% Add +4.2% 2,218 $495K
PGIM Custom Harvest LLC 0.01% Add +43.6% 2,217 $495K
Mattern Capital Management, LLC 0.06% Add +13.2% 2,209 $493K
Bison Wealth, LLC 0.08% New 2,195 $490K
Everpar Advisors LLC 0.25% Reduce -1.8% 2,165 $483K
Oak Thistle LLC 0.16% New 2,160 $482K
Harvest Fund Management Co., Ltd 0.03% Add +252.1% 2,144 $478K
WestHill Financial Advisors, Inc. 0.11% Add +2.1% 2,142 $478K
Parsons Capital Management Inc. 0.03% No change 2,131 $475K
Carolinas Wealth Consulting LLC 0.09% Add +5.0% 2,116 $472K
Mather Group, Llc. 0.01% Add +6.9% 2,114 $472K
Independent Advisor Alliance 0.02% Reduce -0.2% 2,112 $471K
Smith & Howard Wealth Management, LLC 0.13% No change 2,100 $468K
Cassaday & Co Wealth Management LLC 0.01% Reduce -3.5% 2,098 $468K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -4.6% 2,095 $467K
Congress Asset Management Co. 0.00% No change 2,087 $466K
Brookstone Capital Management 0.01% Add +1.7% 2,080 $464K
Equitable Holdings, Inc. 0.00% Add +7.9% 2,072 $462K
Gryphon Financial Partners LLC 0.06% Add +22.5% 2,069 $462K
Tradewinds, LLC. 0.14% Reduce -0.5% 2,067 $461K
Smith Salley Wealth Management 0.03% Reduce -0.5% 2,066 $461K
Simon Quick Advisors, LLC 0.03% Add +12.9% 2,063 $460K
Global Endowment Management, LP 0.05% New 2,059 $459K
Keel Point, LLC 0.04% Reduce -0.2% 2,058 $459K
Core Alternative Capital 0.09% No change 2,056 $459K
Avior Wealth Management, LLC 0.02% Add +0.4% 2,034 $454K
Strategic Wealth Partners, Ltd. 0.04% Add +7.8% 2,033 $454K
Merrion Investment Management Co, LLC 0.30% No change 2,031 $453K
Two Sigma Securities, LLC 0.04% Reduce -39.1% 2,030 $453K
Gratus Wealth Advisors, LLC 0.07% No change 2,060 $453K
Mosley Wealth Management 0.31% No change 2,035 $452K
Mayflower Financial Advisors, LLC 0.07% Add +1.9% 2,011 $449K
Kornitzer Capital Management Inc. 0.01% Add +100.0% 2,000 $446K
S&co Inc. 0.03% No change 2,000 $446K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,985 $443K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -7.4% 1,984 $443K
Wallace Capital Management Inc. 0.06% No change 1,960 $437K
Kanawha Capital Management LLC 0.03% Reduce -2.1% 1,960 $437K
L2 Asset Management, LLC 0.12% Add +3.5% 1,952 $435K
Baker Ellis Asset Management LLC 0.06% Add +20.8% 1,948 $435K
Optas, LLC 0.10% Add +3.1% 1,943 $433K
Eastern Bank 0.01% New 1,942 $433K
Willow Creek Wealth Management Inc. 0.05% No change 1,940 $433K
CKW Financial Group 0.05% Add +0.2% 1,937 $432K
Bridgefront Capital, LLC 0.17% Add +51.0% 1,935 $432K
Cypress Capital Group 0.05% Add +1.3% 1,918 $428K
International Assets Investment Management, LLC 0.03% Add +43.2% 1,917 $428K
Evergreen Capital Management LLC 0.01% Add +6.8% 1,912 $427K
Alera Investment Advisors, LLC 0.05% Reduce -3.8% 1,910 $426K
Roble, Belko & Company, Inc 0.07% No change 1,910 $426K
SeaCrest Wealth Management, LLC 0.05% Add +0.6% 1,891 $422K
Aprio Wealth Management, LLC 0.07% Add +7.9% 1,890 $422K
Acima Private Wealth, LLC 0.14% No change 1,881 $420K
Jones Financial Companies LLLP 0.00% Add +51.3% 1,873 $419K
Schear Investment Advisers, LLC 0.26% Add +29.9% 1,862 $415K
Hall Laurie J Trustee 0.13% No change 1,860 $415K
Turtle Creek Wealth Advisors, LLC 0.08% Add +3.0% 1,856 $414K
Heritage Wealth Management, Inc. 0.14% No change 1,852 $413K
Abner Herrman & Brock LLC 0.05% No change 1,850 $413K
TCI Wealth Advisors, Inc. 0.03% Add +16.1% 1,850 $413K
Gilbert & Cook, Inc. 0.06% No change 1,846 $412K
Westover Capital Advisors, LLC 0.08% No change 1,843 $411K
Modera Wealth Management, LLC 0.01% Reduce -1.8% 1,839 $410K
Prossimo Advisors, LLC 0.30% Add +5.5% 1,827 $408K
Motco 0.04% Add +4.0% 1,827 $408K
GLOBALT Investments LLC / GA 0.02% Reduce -0.4% 1,826 $407K
Journey Advisory Group, LLC 0.05% No change 1,920 $405K
First Affirmative Financial Network 0.22% Add +15.9% 1,813 $405K
Norris Perne & French LLP 0.03% No change 1,802 $402K
Litman Gregory Wealth Management LLC 0.03% No change 1,800 $402K
Cassady Schiller Wealth Management, LLC 0.15% No change 1,798 $401K
Dillon & Associates Inc. 0.06% No change 1,800 $401K
New Hampshire Trust 0.09% No change 1,778 $397K
Mayport, LLC 0.13% No change 1,768 $394K
Rothschild Investment LLC 0.03% Reduce -15.5% 1,767 $394K
Hexagon Capital Partners LLC 0.08% Add +5.6% 1,759 $392K
AdvisorNet Financial, Inc 0.03% Add +5.7% 1,757 $392K
Cahaba Wealth Management, Inc. 0.03% No change 1,753 $391K
Advisors Capital Management, LLC 0.01% Add +3.9% 1,750 $391K
MCF Advisors LLC 0.03% Add +0.6% 1,745 $389K
Guardian Wealth Advisors, LLC / NC 0.04% Add +50.8% 1,745 $389K
Ewa, LLC 0.14% Add +1.1% 1,740 $385K
Clarkston Capital Partners, LLC 0.01% No change 1,725 $385K
USA Financial Formulas 0.06% Reduce -7.3% 1,724 $385K
Outlook Wealth Advisors, LLC 0.11% Add +5.8% 1,718 $383K
Talon Private Wealth, LLC 0.08% — 1,708 $381K
Douglass Winthrop Advisors, LLC 0.01% Reduce -2.7% 1,708 $381K
SOA Wealth Advisors, LLC. 0.07% Reduce -1.6% 1,707 $381K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,700 $379K
Catalyst Financial Partners LLC 0.07% Add +8.1% 1,698 $379K
Verus Capital Partners, LLC 0.04% Reduce -5.5% 1,691 $377K
Koshinski Asset Management, Inc. 0.03% Reduce -1.4% 1,681 $375K
RDA Financial Network 0.12% Reduce -6.7% 1,680 $375K
LGT Group Foundation 0.01% Reduce -90.8% 1,680 $375K
Kinloch Capital, LLC 0.18% Reduce -1.4% 1,672 $373K
Davis R M Inc. 0.01% No change 1,662 $371K
Moors & Cabot, Inc. 0.02% Reduce -3.4% 1,661 $371K
Oxford Asset Management LLP 0.31% New 1,658 $370K
Readystate Asset Management LP 0.05% New 1,644 $367K
Lockerman Financial Group, Inc. 0.62% Add +0.5% 1,641 $366K
Meridian Wealth Advisors, LLC 0.06% Reduce -0.4% 1,641 $366K
Dechtman Wealth Management, LLC 0.07% Add +0.1% 1,631 $364K
Investment Partners, LTD. 0.15% Reduce -5.5% 1,625 $363K
Boothbay Fund Management, LLC 0.01% New 1,621 $362K
Cornerstone Advisory, LLC 0.05% Add +0.1% 1,613 $360K
Plante Moran Financial Advisors, LLC 0.03% No change 1,611 $359K
Evoke Wealth, LLC 0.01% New 1,610 $359K
Mark Sheptoff Financial Planning, LLC 0.19% No change 1,609 $359K
Palisades Hudson Asset Management, L.P. 0.15% No change 1,607 $358K
Flagship Harbor Advisors, LLC 0.02% No change 1,602 $357K
Stratos Investment Management, LLC 0.02% Add +8.0% 1,599 $357K
Capital Wealth Planning, LLC 0.00% No change 1,596 $356K
CENTRAL TRUST Co 0.01% Add +3.5% 1,595 $356K
Carret Asset Management, LLC 0.04% Add +0.6% 1,590 $355K
Berkshire Asset Management LLC 0.02% No change 1,683 $355K
Acorn Creek Capital LLC 0.19% Add +0.5% 1,588 $354K
Angeles Wealth Management, LLC 0.03% Add +4.3% 1,586 $354K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,585 $354K
Capital Management Corp. 0.06% No change 1,580 $352K
Sterling Group Wealth Management, LLC 0.19% No change 1,575 $351K
SlateStone Wealth, LLC 0.03% Add +0.1% 1,575 $351K
Callan Family Office, LLC 0.06% Add +14.1% 1,572 $351K
Fielder Capital Group LLC 0.11% No change 1,554 $347K
Veracity Capital LLC 0.13% Add +2.1% 1,547 $345K
Detalus Advisors, LLC 0.11% No change 1,541 $344K
Bailard, Inc. 0.01% Add +0.5% 1,537 $343K
Summit Global Investments 0.02% Add +15.7% 1,535 $342K
Sweet Financial Partners, LLC 0.07% Reduce -42.4% 1,532 $342K
Mitchell & Pahl Private Wealth, LLC 0.16% Reduce -1.7% 1,530 $341K
Rockland Trust Co. 0.02% Reduce -24.0% 1,523 $340K
OneAscent Financial Services LLC 0.24% New 1,517 $338K
Northeast Financial Consultants Inc 0.01% Add +0.9% 1,514 $338K
Vicus Capital 0.03% Add +17.6% 1,511 $337K
Clark Capital Management Group, Inc. 0.00% Reduce -5.3% 1,506 $336K
Catalyst Funds Management Pty Ltd 0.07% Add +1400.0% 1,500 $335K
Deseret Mutual Benefit Administrators 0.17% Reduce -4.2% 1,492 $333K
Insigneo Advisory Services, LLC 0.03% Reduce -20.8% 1,484 $331K
Breakwater Capital Group 0.07% Add +3.1% 1,483 $331K
ICONIQ Capital, LLC 0.01% New 1,474 $329K
UMB Bank, n.a. 0.01% Reduce -3.7% 1,472 $328K
Lindbrook Capital, LLC 0.03% Add +2.3% 1,468 $327K
HCR Wealth Advisors 0.04% No change 1,467 $327K
Alta Advisers Ltd 0.15% No change 1,463 $326K
Joel Isaacson & Co., LLC 0.02% Reduce -8.2% 1,459 $325K
Signature Estate & Investment Advisors LLC 0.01% Add +7.9% 1,451 $324K
Fayez Sarofim & Co 0.00% No change 1,450 $323K
Colonial River Investments, LLC 0.16% New 1,447 $323K
Drive Wealth Management, LLC 0.08% Add +4.3% 1,441 $321K
MBB Public Markets I LLC 0.03% Reduce -95.8% 1,440 $321K
Essex Bank 0.08% Reduce -1.1% 1,437 $321K
Bank of New Hampshire 0.08% Reduce -17.3% 1,435 $320K
PFS Partners, LLC 0.18% No change 1,434 $320K
Mission Creek Capital Partners, Inc. 0.07% New 1,433 $320K
Diligent Investors, LLC 0.07% No change 1,425 $318K
RFG Advisory, LLC 0.01% Reduce -1.7% 1,420 $317K
New Potomac Partners, LLC 0.16% No change 1,420 $317K
Main Line Retirement Advisors, LLC 0.22% No change 1,417 $316K
Columbia Bank 0.12% Add +2.2% 1,410 $315K
Inscription Capital, LLC 0.05% Add +1.0% 1,409 $314K
Blueshift Asset Management, LLC 0.08% New 1,405 $313K
Foster Dykema Cabot & Partners, LLC 0.03% Add +31.4% 1,403 $313K
Rehmann Capital Advisory Group 0.02% Add +0.5% 1,399 $312K
Cromwell Holdings LLC 0.20% No change 1,390 $310K
YHB Investment Advisors, Inc. 0.03% Add +4.5% 1,389 $310K
Braun-Bostich & Associates Inc. 0.22% Add +9.6% 1,388 $310K
Aveo Capital Partners, LLC 0.03% Add +8.7% 1,384 $309K
FSM Wealth Advisors, LLC 0.08% Add +7.9% 1,383 $309K
Daymark Wealth Partners, LLC 0.01% Reduce -23.3% 1,374 $307K
Mairs & Power Inc. 0.00% Add +2.7% 1,374 $307K
Pointe Capital Management LLC 0.18% Add +9.9% 1,370 $306K
Klingenstein Fields & Co. LP 0.01% No change 1,370 $306K
Prestige Wealth Management Group LLC 0.06% Reduce -47.6% 1,369 $305K
ORG Partners LLC 0.05% Reduce -4.5% 1,364 $304K
Marcum Wealth, LLC 0.03% Reduce -14.4% 1,362 $304K
Tyche Wealth Partners LLC 0.07% No change 1,356 $303K
Waverly Advisors, LLC 0.01% Reduce -1.7% 1,355 $302K
Five Oceans Advisors 0.14% New 1,354 $302K
Everett Harris & Co. 0.00% No change 1,354 $302K
Hollencrest Capital Management 0.01% Add +16.8% 1,352 $302K
Court Place Advisors, LLC 0.09% No change 1,350 $301K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $301K
German American Bancorp, Inc. 0.03% Reduce -6.1% 1,346 $300K
Busey Bank 0.01% Add +0.9% 1,342 $299K
Tuttle Capital Management, LLC 1.63% Add +14.9% 1,342 $299K
Legacy Advisory Services, LLC 0.26% Add +0.4% 1,341 $299K
Farmers & Merchants Investments Inc. 0.01% No change 1,338 $298K
Dempze Nancy E 0.17% Reduce -5.0% 1,330 $297K
Resources Management Corp. /CT/ 0.04% No change 1,325 $296K
Claro Advisors Inc. 0.04% New 1,310 $292K
HTLF Bank 0.03% Reduce -18.8% 1,299 $290K
CYBER HORNET ETFs LLC 0.29% Add +0.5% 1,292 $288K
Stratos Wealth Advisors, LLC 0.01% No change 1,288 $287K
Walleye Trading LLC 0.01% Reduce -85.2% 1,288 $287K
Thrive Capital Management, LLC 0.14% Add +0.1% 1,285 $287K
Stiles Financial Services Inc 0.10% Reduce -5.9% 1,285 $287K
Nwam LLC 0.02% Reduce -0.1% 1,285 $287K
Vestor Capital, LLC 0.02% No change 1,282 $286K
Ignite Planners, LLC 0.07% Add +1.3% 1,281 $286K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $285K
Geneos Wealth Management Inc. 0.01% Add +288.1% 1,277 $285K
SageView Advisory Group, LLC 0.01% Reduce -72.5% 1,276 $285K
Continuum Advisory, LLC 0.04% Add +58.7% 1,271 $282K
Sapient Capital LLC 0.01% Add +0.8% 1,259 $281K
Prelude Capital Management, LLC 0.02% New 1,258 $281K
Twin Focus Capital Partners, LLC 0.04% No change 1,253 $280K
Resonant Capital Advisors, LLC 0.02% Add +12.8% 1,251 $279K
Cornerstone Wealth Group, LLC 0.02% Add +3.3% 1,250 $279K
Benchmark Financial Wealth Advisors, LLC 0.09% New 1,249 $279K
Verdence Capital Advisors LLC 0.02% Add +21.0% 1,245 $278K
Trilogy Capital Inc. 0.01% Reduce -8.6% 1,244 $278K
Austin Private Wealth, LLC 0.03% Add +3.2% 1,235 $276K
Ballast, Inc. 0.08% Reduce -2.0% 1,231 $275K
Pallas Capital Advisors LLC 0.01% Add +3.3% 1,233 $274K
Smart Money Group LLC 0.10% New 1,252 $273K
Park Place Capital Corp 0.08% Reduce -13.4% 1,217 $272K
Parthenon LLC 0.03% No change 1,213 $271K
New England Professional Planning Group Inc. 0.13% No change 1,211 $270K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.1% 1,210 $270K
Great Lakes Advisors, LLC 0.00% Reduce -2.2% 1,209 $270K
Whalerock Point Partners, LLC 0.07% Add +13.4% 1,206 $269K
First Nebraska Trust Co 0.03% No change 1,206 $269K
Granite FO LLC 0.15% No change 1,200 $268K
Pathway Financial Advisors LLC 0.07% No change 1,200 $268K
Perpetual Ltd 0.00% No change 1,200 $268K
Banque Cantonale Vaudoise 0.01% Reduce -62.5% 1,197 $267K
C M Bidwell & Associates Ltd. 0.16% Add +0.8% 1,189 $265K
Simplicity Wealth,LLC 0.02% Reduce -96.2% 1,187 $265K
Parkside Financial Bank & Trust 0.04% Add +2.6% 1,186 $265K
Northside Capital Management, LLC 0.04% No change 1,185 $264K
Harbour Investments, Inc. 0.01% Reduce -3.1% 1,184 $264K
Main Street Financial Solutions, LLC 0.02% Reduce -42.3% 1,177 $263K
Rossmore Private Capital 0.03% No change 1,166 $260K
Wedbush Securities Inc. 0.01% Reduce -68.9% 1,166 $260K
Destination Wealth Management 0.01% Add +19.4% 1,159 $259K
Chicago Partners Investment Group LLC 0.01% New 1,156 $258K
Fisher Asset Management 0.00% Reduce -26.3% 1,157 $258K
Tyler-Stone Wealth Management 0.05% Add +147.6% 1,149 $256K
Soltis Investment Advisors LLC 0.02% Add +5.3% 1,142 $255K
Colonial Trust Co / SC 0.04% Reduce -3.0% 1,142 $255K
Sivia Capital Partners, LLC 0.15% Add +0.3% 1,139 $254K
Schulz Wealth, LTD. 0.20% No change 1,135 $253K
Sunflower Bank, N.A. 0.07% Add +16.8% 1,135 $253K
Bridgewater Associates 0.00% Reduce -75.1% 1,132 $253K
OneAscent Wealth Management LLC 0.10% New 1,128 $252K
Avantax Planning Partners, Inc. 0.01% Reduce -42.2% 1,129 $252K
Grove Bank & Trust 0.04% Add +10.4% 1,117 $249K
Riverview Trust Co 0.22% Add +0.5% 1,116 $249K
Principle Wealth Partners LLC 0.02% Add +17.5% 1,116 $249K
EagleClaw Capital Managment, LLC 0.04% Reduce -11.9% 1,114 $249K
WealthBridge Capital Management, LLC 0.07% New 1,113 $248K
Avidian Wealth Enterprises, LLC 0.01% Add +1.4% 1,111 $248K
Wesbanco Bank Inc. 0.01% Reduce -3.4% 1,105 $247K
Beck Mack & Oliver LLC 0.00% Reduce -1.8% 1,100 $245K
FWG Holdings, LLC 0.12% No change 1,105 $245K
Wealth Management Associates, Inc. 0.11% No change 1,099 $245K
Citizens Business Bank 0.05% New 1,096 $245K
Nomura Holdings Inc. 0.00% Reduce -84.6% 1,096 $245K
BSW Wealth Partners 0.04% Add +5.1% 1,086 $242K
Ariston Services Group 0.21% No change 1,083 $242K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.6% 1,080 $241K
Voya Financial Advisors, Inc. 0.03% Reduce -20.4% 1,060 $237K
Prairieview Wealth Partners, LLC 0.26% Add +6.0% 1,063 $237K
Middleton & Co. Inc. 0.03% No change 1,060 $236K
Cedrus LLC 0.09% Add +5.5% 1,052 $235K
Patron Partners, LLC 0.13% Reduce -15.9% 1,051 $234K
Moss Adams Wealth Advisors LLC 0.03% New 1,047 $234K
Family Investment Center, Inc. 0.06% No change 1,047 $234K
New Century Financial Group, LLC 0.09% Add +8.5% 1,045 $233K
Charter Oak Capital Management, LLC 0.02% No change 1,045 $233K
HMS Capital Management, LLC 0.11% No change 1,043 $233K
Associated Banc-Corp 0.01% New 1,042 $232K
Advisor Resource Council 0.11% New 1,039 $232K
Horizon Bancorp Inc. 0.11% Add +1.5% 1,025 $229K
Obermeyer Wealth Partners 0.01% No change 1,024 $228K
Childress Capital Advisors, LLC 0.06% Add +0.8% 1,022 $228K
BayBridge Capital Group, LLC 0.16% Add +0.4% 1,022 $228K
Means Investment Co., Inc. 0.03% Add +0.1% 1,021 $228K
First Trust Investment Solutions L.P. 0.03% New 1,019 $227K
Kingswood Wealth Advisors, LLC 0.02% New 1,019 $227K
Astoria Portfolio Advisors LLC. 0.08% Reduce -0.4% 1,009 $227K
Richard P Slaughter Associates Inc 0.05% Add +1.3% 1,013 $226K
Dudley Capital Management, LLC 0.12% No change 1,010 $225K
Members Advisory Group LLC 0.11% Add +0.4% 1,007 $225K
Alpha Family Trust 0.13% No change 1,005 $224K
Code Waechter LLC 0.21% — 1,003 $224K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 1,002 $224K
Bluesphere Advisors LLC 0.11% No change 1,000 $223K
R. W. Roge & Company, Inc. 0.12% No change 1,000 $223K
New Covenant Trust Company, N.A. 0.22% New 994 $223K
Calydon Capital 0.04% No change 1,055 $222K
Woodward Diversified Capital, LLC 0.14% Add +3.4% 996 $222K
Kingfisher Capital LLC 0.05% Reduce -4.5% 995 $222K
McGlone Suttner Wealth Management, Inc. 0.05% New 989 $221K
Regent Peak Wealth Advisors LLC 0.05% Reduce -3.8% 987 $220K
Advisory Alpha, LLC 0.01% Reduce -0.6% 984 $220K
Bank of Nova Scotia Trust Co. 0.02% Add +0.8% 980 $219K
Appleton Partners Inc. 0.02% No change 975 $218K
Hibernia Wealth Partners, LLC 0.08% Reduce -3.0% 977 $218K
Jacobi Capital Management LLC 0.02% New 975 $217K
Virtue Capital Management, LLC 0.04% Reduce -3.6% 971 $217K
GC Wealth Management RIA, LLC 0.04% Reduce -6.7% 968 $216K
Moneco Advisors, LLC 0.03% Add +0.5% 967 $216K
McLean Asset Management Corp 0.06% Reduce -0.3% 969 $215K
CVA Family Office, LLC 0.03% Add +2.5% 961 $214K
Portfolio Design Labs, LLC 0.06% Reduce -49.7% 955 $213K
Wealthstream Advisors, Inc. 0.04% New 953 $213K
Bristlecone Advisors, LLC 0.02% No change 951 $212K
Mesirow Financial Investment Management, Inc. 0.00% New 950 $212K
Sabal Trust CO 0.01% New 949 $212K
Schorn Wealth LLC 0.07% New 949 $212K
Riverwater Partners LLC 0.10% Reduce -2.6% 947 $211K
Sax Wealth Advisors, LLC 0.02% New 944 $211K
Heritage Investment Group, Inc. 0.04% New 941 $210K
Meridian Wealth Management, LLC 0.01% New 938 $209K
Meadow Creek Wealth Advisors LLC 0.17% New 936 $209K
Howard Bailey Securities, LLC 0.08% — 929 $207K
Burke & Herbert Bank & Trust Co. 0.05% Reduce -6.5% 928 $207K
Arvest Bank Trust Division 0.01% — 923 $206K
Baldwin Wealth Partners LLC 0.01% Add +5.4% 922 $206K
Ssi Investment Management LLC 0.08% New 921 $205K
Stablepoint Partners, LLC 0.04% No change 920 $205K
Cable Hill Partners, LLC 0.02% New 918 $205K
Unique Wealth, LLC 0.05% New 917 $205K
Oxinas Partners, LLC 0.13% New 915 $204K
Cannell & Spears LLC 0.00% New 913 $204K
Cottonwood Capital Advisors, LLC 0.15% New 907 $202K
Mills Wealth Advisors LLC 0.14% New 905 $202K
49 Wealth Management, LLC 0.03% New 902 $201K
Nicholas Hoffman & Company, LLC. 0.01% New 898 $200K
Kelly Financial Services LLC 0.07% Add +1.2% 897 $200K
American National Bank & Trust 0.02% No change 887 $198K
Tobam 0.04% No change 879 $196K
Independence Bank of Kentucky 0.04% Add +2.5% 862 $192K
Chilton Capital Management LLC 0.01% Add +4.1% 833 $186K
St Germain D J Co. Inc. 0.01% Reduce -3.1% 777 $173K
Aster Capital Management (DIFC) Ltd 0.04% — 749 $167K
Bruce G. Allen Investments, LLC 0.12% Reduce -4.8% 710 $158K
Hemington Wealth Management 0.04% New 720 $157K
Wintrust Investments LLC 0.11% Reduce -89.8% 675 $150K
Raleigh Capital Management Inc. 0.06% Reduce -3.5% 672 $150K
Rosenberg Matthew Hamilton 0.04% No change 644 $144K
Painted Porch Advisors LLC 0.07% No change 604 $135K
Bogart Wealth, LLC 0.01% No change 581 $130K
Ashton Thomas Securities, LLC 0.02% New 563 $126K
Armstrong Advisory Group, Inc. 0.01% No change 559 $125K
Washington Trust Advisors, Inc. 0.01% Reduce -14.5% 550 $123K
Versant Capital Management, Inc 0.03% Add +12.7% 541 $121K
First Horizon Advisors, Inc. 0.00% Reduce -7.9% 522 $117K
Fourpath Capital Management, LLC 0.02% Reduce -48.7% 517 $115K
Anchor Investment Management, LLC 0.01% Add +487.5% 517 $115K
Union Savings Bank 0.06% Add +2.2% 512 $114K
Lanark Financial, Inc. 0.01% Reduce -7.1% 513 $114K
Tompkins Financial Corp. 0.01% Reduce -18.8% 502 $112K
Quarry LP 0.04% Add +223.4% 498 $111K
Northwest Financial Advisors 0.09% New 496 $111K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +26.3% 480 $107K
Eagle Bay Advisors LLC 0.04% Add +0.9% 470 $105K
Salomon & Ludwin, LLC 0.01% Reduce -4.3% 467 $104K
New England Capital Financial Advisors LLC 0.05% No change 456 $102K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.4% 456 $102K
Harbor Investment Advisory, LLC 0.01% Reduce -0.4% 455 $102K
Hara Capital LLC 0.06% New 453 $101K
Islay Capital Management, LLC 0.07% No change 450 $100K
Central Pacific Bank - Trust Division 0.01% No change 450 $100K
Pittenger & Anderson Inc. 0.00% No change 449 $100K
MV Capital Management, Inc. 0.01% Add +8.5% 448 $100K
Kozak & Associates, Inc. 0.02% Add +4.1% 434 $99K
Trust Co. of Vermont 0.00% Add +14.4% 437 $97K
Tortoise Investment Management, LLC 0.01% Add +10.9% 427 $95K
Parallax Volatility Advisers, L.P. 0.00% New 427 $95K
Ascentis Independent Advisors 0.01% Reduce -58.0% 420 $94K
Mowery & Schoenfeld Wealth Management, LLC 0.15% No change 413 $92K
DHJJ Financial Advisors, Ltd. 0.04% No change 410 $91K
Johnson Financial Group, Inc. 0.00% Add +35.2% 403 $90K
Ancora Advisors LLC 0.00% Add +1.0% 399 $89K
Beacon Capital Management, LLC 0.01% No change 398 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -47.3% 397 $89K
Heritage Wealth Advisors 0.00% Add +13.8% 388 $87K
Cornerstone National Bank & Trust Co 0.04% New 375 $84K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $83K
Empirical Asset Management, LLC 0.03% Add +0.5% 17,808 $82K
Sandy Spring Bank 0.00% No change 360 $80K
Silvant Capital Management LLC 0.00% No change 358 $80K
Beach Investment Counsel Inc. 0.01% No change 350 $78K
SYSTM Wealth Solutions LLC 2.32% — 343 $77K
Legacies Wealth LLC 0.06% Reduce -5.9% 334 $75K
Morse Asset Management, Inc 0.02% New 334 $75K
Quent Capital, LLC 0.01% Reduce -8.9% 328 $73K
Webster Bank, N. A. 0.01% No change 328 $73K
McClarren Financial Advisors, Inc. 0.01% Add +6.2% 223 $73K
Arlington Trust Co LLC 0.02% No change 327 $73K
HighMark Wealth Management LLC 0.04% No change 308 $69K
Logan Capital Management Inc. 0.00% Add +1.3% 302 $67K
Chelsea Counsel Co. 0.03% No change 300 $67K
General Partner, Inc. 0.04% No change 298 $66K
Addison Advisors LLC 0.02% No change 290 $65K
Dunhill Financial, LLC 0.03% Add +0.7% 290 $65K
Trifecta Capital Advisors, LLC 0.01% Reduce -17.4% 289 $64K
Caldwell Sutter Capital, Inc. 0.03% Reduce -1.0% 286 $64K
Perkins Coie Trust Co 0.01% No change 286 $64K
Fortitude Family Office, LLC 0.03% Add +18.8% 285 $64K
Glen Eagle Advisors, LLC 0.01% No change 284 $63K
Operose Advisors LLC 0.02% Add +17.1% 281 $63K
DSM Capital Partners LLC 0.00% No change 274 $61K
Capstone Investment Advisors, LLC 0.00% Reduce -83.8% 270 $60K
Virtus Investment Advisers, LLC 0.05% No change 266 $59K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -12.0% 264 $59K
Richardson Financial Services Inc. 0.04% Add +1.9% 275 $58K
Hobbs Group Advisors, LLC 0.02% No change 256 $57K
Financial Management Professionals, Inc. 0.01% Add +0.4% 254 $57K
Rise Advisors, LLC 0.03% Add +0.4% 252 $56K
Loomis Sayles & Co. L P 0.00% Add +1.3% 241 $54K
Iron Horse Wealth Management, LLC 0.02% Add +23.1% 240 $54K
SouthState Bank Corp 0.00% No change 221 $49K
GW&K Investment Management, LLC 0.00% Add +14.5% 221 $49K
CoreCap Advisors, LLC 0.00% New 218 $49K
Stone House Investment Management, LLC 0.01% No change 214 $48K
Nemes Rush Group LLC 0.01% No change 231 $48K
JFS Wealth Advisors, LLC 0.00% Add +1.9% 211 $47K
Bangor Savings Bank 0.00% New 206 $46K
First United Bank & Trust 0.02% No change 205 $46K
Rogco, LP 0.02% Add +3.1% 202 $45K
Sachetta, LLC 0.02% Reduce -4.3% 201 $45K
Hilltop National Bank 0.01% Reduce -7.8% 201 $45K
Capital Advisors, Ltd. LLC 0.01% No change 197 $44K
Bell Investment Advisors, Inc 0.01% No change 197 $44K
Ridgewood Investments LLC 0.02% No change 193 $43K
Intelligent Financial Strategies 0.02% No change 189 $42K
Earned Wealth Advisors, LLC 0.01% New 183 $41K
Covestor Ltd 0.03% Add +4.1% 179 $40K
Frazier Financial Advisors, LLC 0.03% Reduce -13.2% 178 $40K
FinTrust Capital Advisors, LLC 0.01% No change 168 $37K
Canton Hathaway, LLC 0.01% No change 164 $37K
Crewe Advisors LLC 0.00% Add +2.5% 164 $37K
Hanson & Doremus Investment Management 0.01% Reduce -49.7% 163 $36K
Atlas Capital Advisors Inc. 0.01% No change 158 $35K
Tradewinds Capital Management, LLC 0.01% No change 157 $35K
Kepos Capital LP 0.01% Reduce -9.6% 151 $34K
Capital Analysts, LLC 0.00% Reduce -5.6% 151 $34K
Global Financial Private Client, LLC 0.01% Add +277.5% 151 $34K
Elevation Wealth Partners, LLC 0.01% No change 147 $33K
Meeder Asset Management Inc. 0.00% Add +13.1% 147 $33K
Nvwm, LLC 0.01% Add +8.2% 146 $33K
Clear Investment Research, LLC 0.04% No change 139 $31K
Catalyst Capital Advisors LLC 0.00% New 139 $31K
Pacific Center for Financial Services 0.01% No change 136 $30K
Solstein Capital, LLC 0.02% No change 135 $30K
Cornerstone Planning Group LLC 0.01% Reduce -15.1% 135 $30K
Carmichael Hill & Associates, Inc. 0.01% Add +85.7% 130 $29K
Cherry Tree Wealth Management, LLC 0.01% No change 129 $29K
Piscataqua Savings Bank 0.02% No change 129 $29K
Asset Dedication, LLC 0.00% Add +7.8% 124 $28K
Indiana Trust & Investment Management Co 0.01% No change 123 $27K
Sunbelt Securities, Inc. 0.00% Reduce -10.6% 118 $26K
Private Wealth Management Group, LLC 0.01% Reduce -1.7% 113 $25K
REAP Financial Group, LLC 0.01% Reduce -0.9% 110 $24K
Key Financial Inc 0.01% Add +2.9% 106 $24K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +5.0% 106 $24K
Jaffetilchin Investment Partners, LLC 0.00% New 106 $24K
LRI Investments, LLC 0.00% Add +35.9% 106 $23K
Steph & Co. 0.01% No change 105 $23K
Clean Yield Group 0.01% Add +23.5% 105 $23K
Abound Wealth Management 0.01% Reduce -0.9% 104 $23K
Peterson Financial Group, Inc. 0.09% New 102 $23K
Colonial Trust Advisors 0.00% No change 100 $22K
SJS Investment Consulting Inc. 0.00% Add +216.7% 95 $21K
WealthCollab, LLC 0.01% No change 95 $21K
New Age Alpha Advisors, LLC 0.01% New 93 $21K
Altshuler Shaham Ltd 0.00% Reduce -7.0% 93 $21K
NFSG Corp 0.01% Add +6.9% 93 $21K
Raffa Wealth Management, LLC 0.00% No change 91 $20K
DT Investment Partners, LLC 0.00% Add +210.3% 90 $20K
Slocum, Gordon & Co LLP 0.01% No change 90 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $20K
WR Wealth Planners, LLC 0.01% Reduce -8.5% 86 $19K
Oakworth Capital, Inc. 0.00% No change 85 $19K
Atwood & Palmer Inc. 0.00% No change 81 $18K
First Personal Financial Services 0.00% No change 80 $18K
Darwin Wealth Management, LLC 0.00% New 80 $18K
Valley Wealth Managers, Inc. 0.00% No change 80 $18K
First Pacific Financial 0.00% No change 79 $18K
Avalon Trust Co 0.00% Reduce -43.5% 78 $17K
Sound Income Strategies, LLC 0.00% Add +2.7% 77 $17K
Gleason Group, Inc. 0.00% Add +1.3% 76 $17K
Arcadia Investment Management Corp. 0.00% No change 74 $17K
GHP Investment Advisors, Inc. 0.00% Add +1340.0% 72 $16K
Silicon Valley Capital Partners 0.00% No change 71 $16K
Aspect Partners, LLC 0.01% No change 70 $16K
Creekmur Asset Management LLC 0.00% No change 70 $16K
Stephens Consulting, LLC 0.00% Reduce -15.0% 68 $15K
True Wealth Design, LLC 0.01% Reduce -23.5% 65 $15K
Ascentis Wealth Management, LLC 0.01% — 65 $15K
Field & Main Bank 0.01% No change 65 $15K
Legacy Investment Solutions, LLC 0.01% — 64 $14K
Legacy Wealth Managment, LLC 0.01% — 64 $14K
Tanglewood Legacy Advisors, LLC 0.01% No change 61 $14K
Pflug Koory, LLC 0.00% — 61 $14K
Perritt Capital Management Inc 0.01% No change 61 $14K
Northwest Capital Management Inc 0.00% No change 58 $13K
Salem Investment Counselors Inc. 0.00% Add +26.7% 57 $13K
Creative Financial Designs Inc. 0.00% Add +185.0% 57 $13K
Evermay Wealth Management LLC 0.00% No change 55 $12K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 56 $12K
Coppell Advisory Solutions LLC 0.00% Reduce -35.1% 50 $11K
Mascoma Wealth Management LLC 0.00% No change 50 $11K
Maryland Capital Advisors Inc. 0.01% New 50 $11K
Avion Wealth 0.00% Add +13.6% 50 $11K
Westend Capital Management, LLC 0.00% New 48 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 45 $10K
Horizons Wealth Management 0.01% No change 44 $10K
Red Tortoise LLC 0.00% No change 43 $10K
ESL Trust Services, LLC 0.00% Reduce -58.3% 43 $10K
FSA Wealth Management LLC 0.00% — 42 $9K
Coastline Trust Co 0.00% New 42 $9K
Bfsg, LLC 0.00% No change 39 $9K
Valued Wealth Advisors LLC 0.01% Add +20.0% 36 $8K
TFC Financial Management, Inc. 0.00% Add +5.9% 36 $8K
MeadowBrook Investment Advisors LLC 0.01% No change 36 $8K
Tsfg, LLC 0.00% No change 34 $8K
GPS Wealth Strategies Group, LLC 0.00% Add +9.4% 35 $8K
Creative Capital Management Investments LLC 0.00% No change 35 $8K
North Star Investment Management Corp. 0.00% Add +94.4% 35 $8K
Clearstead Trust, LLC 0.00% Reduce -38.2% 34 $8K
Redmont Wealth Advisors LLC 0.01% No change 33 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.2% 32 $7K
Caitlin John, LLC 0.00% Reduce -64.3% 30 $7K
Westside Investment Management, Inc. 0.00% No change 30 $7K
Laurel Wealth Advisors LLC 0.00% No change 30 $7K
Arax Advisory Partners 0.00% Add +11.5% 29 $7K
Tacita Capital Inc 0.00% No change 29 $6K
McIlrath & Eck, LLC 0.00% No change 29 $6K
Highline Wealth Partners LLC 0.00% Add +170.0% 27 $6K
HBC Financial Services, PLLC 0.00% New 28 $6K
Toth Financial Advisory Corp. 0.00% Reduce -54.5% 25 $6K
Carolina Wealth Advisors, LLC 0.00% New 25 $6K
Ruedi Wealth Management, Inc. 0.00% Reduce -50.0% 24 $5K
Provenance Wealth Advisors, LLC 0.00% No change 24 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 21 $5K
TD Capital Management LLC 0.00% New 21 $5K
Financial Network Wealth Advisors LLC 0.00% Add +25.0% 20 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
Main Street Group, LTD 0.00% Reduce -26.1% 17 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 17 $4K
Longfellow Investment Management Co. LLC 0.00% No change 17 $4K
Archer Investment Corp 0.00% No change 16 $4K
Halpern Financial, Inc. 0.00% No change 16 $4K
Fairman Group, LLC 0.00% No change 13 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 12 $3K
Financial Perspectives, Inc 0.00% New 12 $3K
Rakuten Securities, Inc. 0.00% Reduce -63.3% 11 $2K
Lummis Asset Management, LP 0.00% No change 8 $2K
JDM Financial Group LLC 0.00% New 7 $2K
Voisard Asset Management Group, Inc. 0.00% New 7 $2K
Strengthening Families & Communities, LLC 0.00% No change 6 $1K
Country Trust Bank 0.00% No change 6 $1K
1620 Investment Advisors, Inc. 0.00% New 6 $1K
ClariVest Asset Management LLC 0.00% No change 5 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.1% 3 $1K
West Branch Capital LLC 0.00% New 4 $893
Sanctuary Wealth Management, L.L.C. 0.00% Reduce -63.6% 4 $892
Reston Wealth Management LLC 0.00% New 4 $892
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $892
PEAK6 Investments LLC 0.00% No change 3 $560
TruNorth Capital Management, LLC 0.00% No change 2 $446
Annapolis Financial Services, LLC 0.00% New 2 $344
Mendota Financial Group, LLC 0.00% New 1 $224
Y.D. More Investments Ltd 0.00% Add +5.0% 274 $165

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