Marsh & McLennan CosMRSH

13F holders, Q4 2024 (December 31)
1,577holders +47
85new positions
104sold out
10famous investors
$212.33avg. 13F price*

At the end of Q4 2024, 1,577 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, up 47 from Q3 2024. 85 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($9.5B), BlackRock, Inc. ($8.8B) and State Street Corp. ($4.5B). 10 famous investors held it, including Tom Gayner (1.4% of Markel Group's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions85$245.1M
Exits104$137.4M

All 13F filers, Q3 2024 → Q4 2024: 20,709,287 shares bought and 14,144,384 shares sold, net +6,564,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,577 holders

Vanguard Group Inc. 0.17% Add +0.8% 44,739,515 $9.5B
BlackRock, Inc. 0.18% Add +0.0% 41,620,471 $8.8B
State Street Corp. 0.18% Add +1.6% 21,251,329 $4.5B
FMR LLC 0.27% Reduce -1.0% 21,234,404 $4.5B
Capital International Investors 0.73% Reduce -0.5% 18,243,788 $3.9B
Capital World Investors 0.57% Reduce -0.3% 17,527,365 $3.7B
Geode Capital Management, LLC 0.20% Add +1.2% 12,050,565 $2.6B
Massachusetts Financial Services Co. 0.69% Reduce -4.4% 10,346,113 $2.2B
T. Rowe Price Associates Inc. 0.25% Add +1.0% 10,151,020 $2.2B
Ameriprise Financial Inc. 0.46% Reduce -0.6% 8,332,473 $1.8B
Wellington Management Group LLP 0.32% Reduce -2.9% 8,309,240 $1.8B
Morgan Stanley 0.10% Add +0.9% 6,569,313 $1.4B
Bank of America Corp. 0.13% Reduce -11.4% 6,509,114 $1.4B
Mawer Investment Management Ltd. 6.00% Reduce -10.1% 6,221,464 $1.3B
Northern Trust Corp. 0.18% Add +13.9% 5,934,340 $1.3B
Norges Bank 0.16% Add +0.6% 5,819,813 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.26% Add +13.2% 5,218,488 $1.1B
JPMorgan Chase & Co. 0.08% Add +20.3% 4,809,597 $1.0B
Nuveen Asset Management, LLC 0.28% Add +7.2% 4,581,773 $973.2M
UBS Group AG 0.20% Add +4.3% 4,277,574 $908.6M
Amundi 0.30% Add +81.1% 4,072,976 $860.8M
Goldman Sachs Group Inc. 0.16% Add +2.1% 4,026,104 $855.2M
Deutsche Bank AG 0.31% Add +25.7% 3,719,830 $790.1M
Parnassus Investments, LLC 1.68% Reduce -16.5% 3,569,141 $758.1M
Legal & General Group Plc 0.20% Add +0.4% 3,535,195 $750.9M
Artisan Partners Limited Partnership 1.14% Add +0.1% 3,485,200 $740.3M
Wells Fargo & Company 0.18% Add +7.0% 3,466,282 $736.3M
Bank of New York Mellon Corp 0.13% Add +2.2% 3,286,899 $698.2M
Jensen Investment Management Inc. 5.85% Reduce -0.3% 3,040,551 $645.8M
Clearbridge Investments, LLC 0.52% Reduce -3.9% 3,025,709 $642.7M
Invesco Ltd. 0.11% Add +10.1% 2,827,608 $600.6M
Charles Schwab Investment Management Inc. 0.11% Add +3.3% 2,792,358 $593.1M
Lazard Asset Management LLC 0.92% Reduce -10.5% 2,736,052 $581.2M
Primecap Management Co. 0.45% Reduce -4.8% 2,732,326 $580.4M
Nippon Life Insurance Co. 9.42% No change 2,622,700 $557.1M
Longview Partners (Guernsey) LTD 4.06% Reduce -4.0% 2,561,114 $544.0M
Barclays PLC 0.26% Add +11.8% 2,502,691 $531.6M
Royal Bank of Canada 0.11% Add +12.0% 2,447,423 $519.9M
Alphinity Investment Management Pty Ltd 2.80% Reduce -3.4% 2,427,855 $515.7M
Capital Research Global Investors 0.11% Add +0.6% 2,420,723 $514.2M
California Public Employees Retirement System 0.32% Reduce -0.5% 2,238,499 $475.5M
Stifel Financial Corp. 0.49% Add +551.0% 2,224,932 $472.6M
Janus Henderson Group PLC 0.22% Reduce -4.9% 2,065,496 $438.7M
Ako Capital LLP 6.05% Add +4.5% 2,062,828 $438.2M
Dimensional Fund Advisors LP 0.10% Add +3.6% 2,028,627 $430.9M
Bahl & Gaynor LLC 2.14% Reduce -1.3% 1,904,629 $404.6M
Robeco Institutional Asset Management B.V. 0.67% Add +1.4% 1,673,831 $355.5M
Acadian Asset Management LLC 0.97% Reduce -6.0% 1,568,640 $333.2M
Impax Asset Management Group plc 1.49% Reduce -14.4% 1,550,711 $328.3M
Qube Research & Technologies Ltd 0.50% Add +8.2% 1,452,310 $308.5M
Navera Investment Management Ltd. 5.47% Add +0.2% 1,439,443 $305.8M
HSBC Holdings PLC 0.18% Add +5.5% 1,404,925 $298.2M
Swiss National Bank 0.20% Reduce -5.2% 1,389,300 $295.1M
Alliancebernstein L.P. 0.10% Reduce -0.9% 1,338,413 $284.3M
Envestnet Asset Management Inc. 0.08% Add +3.9% 1,224,318 $260.1M
CANADA LIFE ASSURANCE Co 0.43% Add +101.6% 1,187,312 $252.0M
DekaBank Deutsche Girozentrale 0.46% No change 1,193,291 $251.5M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +0.2% 1,183,396 $251.4M
W1M Investment Management Ltd 3.97% Add +6.2% 1,173,650 $249.3M
Storebrand Asset Management As 0.76% Add +6.4% 1,171,869 $248.9M
FIL Ltd 0.23% Reduce -6.6% 1,136,015 $241.3M
First Trust Advisors LP 0.21% Add +1.3% 1,125,624 $239.1M
American Century Companies Inc. 0.14% Reduce -2.8% 1,124,607 $238.9M
Assenagon Asset Management S.A. 0.42% Add +7320.9% 1,108,758 $235.5M
BNP Paribas Financial Markets 0.18% Add +7.8% 1,071,283 $227.6M
Voloridge Investment Management, LLC 0.78% Add +5.4% 1,037,566 $220.4M
Aviva PLC 0.56% Reduce -5.4% 1,004,622 $213.4M
Bank of Montreal 0.11% Reduce -23.3% 1,004,544 $213.4M
Manufacturers Life Insurance Company, The 0.18% Add +9.1% 981,589 $208.5M
Raymond James Financial Inc. 0.08% — 975,841 $207.3M
Rhumbline Advisers 0.18% Reduce -1.2% 961,373 $204.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.22% Add +86.7% 952,681 $202.4M
Ninety One UK Ltd 0.53% Add +6.4% 934,634 $198.5M
National Pension Service 0.19% Reduce -1.3% 933,501 $198.3M
Franklin Resources Inc. 0.06% Add +473.1% 927,525 $197.0M
Findlay Park Partners LLP 1.87% Reduce -0.1% 887,967 $188.6M
Polar Capital Holdings Plc 1.05% Reduce -12.3% 874,000 $185.6M
Nordea Investment Management AB 0.19% Reduce -9.9% 871,285 $184.8M
California State Teachers Retirement System 0.21% Add +1.1% 858,104 $182.3M
Principal Financial Group Inc. 0.10% Reduce -0.4% 836,693 $177.7M
Caisse de depot et placement du Quebec 0.37% Reduce -18.8% 827,581 $175.8M
TD Asset Management Inc 0.15% Reduce -6.4% 816,109 $173.3M
Capital Group Private Client Services, Inc. 1.55% Add +1.0% 793,400 $168.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +9.3% 797,786 $168.5M
Natixis Advisors, LLC 0.31% Add +3.9% 788,731 $167.5M
Millennium Management 0.15% Add +360.1% 776,188 $164.9M
Mackenzie Financial Corp. 0.22% Add +36.1% 769,879 $163.5M
Markel Group 1.38% Add +1.8% 735,500 $156.2M
Montrusco Bolton Investments Inc. 1.89% Reduce -43.5% 751,825 $156.2M
Credit Agricole S A 0.48% Add +13.8% 673,046 $143.0M
New York State Common Retirement Fund 0.19% Reduce -1.1% 670,888 $142.5M
Assetmark, Inc. 0.38% Add +2.0% 667,114 $141.7M
Lord, Abbett & Co. LLC 0.47% Add +20.5% 667,046 $141.7M
TrinityBridge Ltd 3.99% No change 666,809 $141.7M
National Bank of Canada 0.18% Add +4.0% 655,909 $139.3M
Rathbones Group PLC 0.67% Add +12.1% 655,849 $139.3M
Aberdeen Group plc 0.26% Reduce -2.5% 648,395 $137.2M
Worldquant Millennium Advisors LLC 0.85% Add +412.9% 616,037 $130.9M
PNC Financial Services Group, Inc. 0.08% Add +0.1% 587,941 $124.9M
Epoch Investment Partners, Inc. 0.59% Reduce -2.9% 574,190 $122.0M
Jennison Associates LLC 0.07% Add +7.9% 563,705 $119.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.24% — 559,056 $118.7M
CCLA Investment Management 1.85% Add +10.5% 548,546 $116.5M
Pictet Asset Management Holding SA 0.12% Add +8.4% 538,736 $114.4M
Two Sigma Investments, LP 0.27% Add +195.0% 532,990 $113.2M
Bradley Foster & Sargent Inc. 1.88% Add +2.3% 526,987 $111.9M
M&G PLC 0.69% Add +4.2% 512,989 $108.8M
Renaissance Technologies 0.16% Add +62.3% 503,100 $106.9M
Prudential Financial Inc. 0.14% Reduce -31.3% 483,922 $102.8M
State Board of Administration of Florida Retirement System 0.19% Reduce -1.2% 478,179 $101.6M
Verition Fund Management LLC 0.51% Add +127.8% 465,576 $98.9M
Healthcare of Ontario Pension Plan Trust Fund 0.21% Add +52.3% 465,000 $98.8M
Schroder Investment Management Group 0.09% Reduce -48.6% 465,627 $98.7M
Squarepoint Ops LLC 0.25% Add +93.2% 462,439 $98.2M
Russell Investments Group, Ltd. 0.14% Reduce -4.8% 461,564 $98.0M
Johnson Investment Counsel Inc. 0.95% Add +0.1% 460,996 $97.9M
Mariner, LLC 0.16% Add +1.4% 448,546 $95.3M
Bristol Gate Capital Partners Inc. 4.52% Reduce -0.8% 437,456 $92.9M
Birch Hill Investment Advisors LLC 4.25% Reduce -0.3% 430,111 $91.4M
Capital International, Inc. 1.05% Add +22.8% 420,633 $89.3M
AQR Capital Management 0.11% Add +11.1% 414,657 $88.1M
APG Asset Management N.V. 0.24% Add +177.4% 414,836 $85.1M
Los Angeles Capital Management LLC 0.34% Reduce -26.3% 390,020 $82.8M
Coho Partners, Ltd. 3.77% Reduce -15.6% 385,670 $81.9M
Citadel Advisors 0.08% Add +15.6% 381,494 $81.0M
Crawford Investment Counsel Inc. 1.44% Reduce -0.1% 377,324 $80.1M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -59.4% 369,161 $78.4M
Nomura Asset Management Co. Ltd. 0.24% Add +6.9% 368,711 $78.3M
Truist Financial Corp. 0.12% Reduce -3.9% 366,130 $77.8M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -0.3% 365,239 $77.6M
Corient Private Wealth LP 0.13% Reduce -14.4% 361,042 $76.7M
New York State Teachers Retirement System 0.16% Reduce -4.9% 357,187 $75.9M
Erste Asset Management GmbH 0.92% Add +3.5% 353,975 $75.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Reduce -27.5% 352,656 $74.9M
Allianz Asset Management GmbH 0.11% Reduce -2.3% 352,066 $74.8M
D. E. Shaw & Co. 0.09% Reduce -19.0% 345,071 $73.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.18% Add +21.1% 341,193 $72.5M
Sterling Capital Management LLC 0.98% Reduce -9.8% 336,161 $71.4M
Citigroup Inc. 0.07% Reduce -34.7% 331,665 $70.4M
Teacher Retirement System of Texas 0.25% Add +20.5% 330,506 $70.2M
HighTower Advisors, LLC 0.09% Add +3.9% 323,754 $68.8M
Baird Financial Group, Inc. 0.13% Add +1.6% 320,454 $68.1M
Raiffeisen Bank International AG 1.03% — 320,891 $68.0M
Silvercrest Asset Management Group LLC 0.45% Add +5.4% 318,918 $67.7M
Korea Investment CORP 0.16% Reduce -7.3% 309,166 $65.7M
State of Wisconsin Investment Board 0.17% Reduce -4.3% 304,458 $64.7M
Quilter Plc 1.25% Add +6.9% 298,907 $63.5M
Sei Investments Co. 0.08% Reduce -15.1% 295,812 $62.8M
LPL Financial LLC 0.03% Add +23.6% 294,788 $62.7M
Danske Bank A/S 0.18% Add +16.0% 281,025 $59.7M
Swedbank AB 0.07% Add +1.6% 279,960 $59.5M
Two Sigma Advisers, LP 0.13% Add +2041.4% 274,100 $58.2M
Madison Asset Management, LLC 0.65% Add +0.6% 272,729 $57.9M
Madison Investment Advisors, LLC 0.65% — 272,729 $57.9M
Abn Amro Investment Solutions 1.06% Reduce -16.4% 265,786 $56.5M
Calamos Advisors LLC 0.38% Add +0.4% 264,192 $56.1M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -2.3% 258,430 $54.9M
Bank of Nova Scotia 0.10% Add +81.0% 257,810 $54.8M
Vaughan David Investments LLC 1.28% Add +0.1% 254,246 $54.0M
Donaldson Capital Management, LLC 1.99% Add +2.1% 245,895 $52.2M
Boston Trust Walden Corp 0.36% Reduce -0.8% 243,397 $51.7M
AMF Tjanstepension AB 0.36% Add +82.7% 241,568 $51.3M
Kayne Anderson Rudnick Investment Management LLC 0.12% Add +7.5% 240,484 $51.1M
Fifth Third Bancorp 0.18% Reduce -3.0% 239,532 $50.9M
Public Employees Retirement System of Ohio 0.17% Reduce -6.2% 237,747 $50.5M
Treasurer of the State of North Carolina 0.18% Add +0.5% 222,718 $47.3M
Ycg, LLC 3.68% Reduce -0.2% 218,180 $46.3M
Van Lanschot Kempen Investment Management N.V. 0.46% Reduce -30.3% 217,622 $46.2M
KLP Kapitalforvaltning As 0.22% — 217,574 $46.2M
Flputnam Investment Management Co. 0.84% Add +1.7% 217,418 $46.2M
Bowen Hanes & Co. Inc. 1.23% Reduce -19.5% 215,236 $45.7M
Royal London Asset Management Ltd. 0.11% Add +1.8% 214,090 $45.5M
Pathstone Holdings, LLC 0.20% Reduce -1.6% 212,920 $45.2M
Asset Management One Co., Ltd. 0.15% Add +6.0% 209,566 $44.7M
Banque Pictet & Cie SA 0.43% New 208,338 $44.3M
Hardman Johnston Global Advisors LLC 1.79% Reduce -6.6% 203,732 $43.3M
Susquehanna International Group, LLP 0.06% Add +157.9% 203,560 $43.2M
Voya Investment Management LLC 0.05% Add +18.4% 202,440 $43.0M
Avity Investment Management Inc. 3.36% Add +1.1% 202,019 $42.9M
Unigestion Holding SA 2.43% Reduce -16.1% 199,067 $42.3M
Thrivent Financial for Lutherans 0.08% Reduce -42.3% 197,344 $42.0M
Teewinot Capital Advisers, L.L.C. 4.27% New 196,974 $41.8M
Mn Services Vermogensbeheer B.V. 0.28% Add +1.9% 194,788 $41.4M
Handelsbanken Fonder AB 0.16% Add +9.4% 191,512 $40.7M
Zacks Investment Management 0.37% Reduce -13.2% 187,687 $39.9M
Dundas Partners LLP 2.79% No change 187,494 $39.8M
AXA S.A. 0.12% Add +18.8% 185,486 $39.4M
Ilmarinen Mutual Pension Insurance Co 0.33% Add +34.0% 183,900 $39.1M
Allspring Global Investments Holdings, LLC 0.06% Add +24.7% 184,191 $38.9M
State of New Jersey Common Pension Fund D 0.15% No change 179,791 $38.2M
B. Metzler seel. Sohn & Co. AG 0.39% Reduce -14.3% 179,546 $38.1M
Nisa Investment Advisors, LLC 0.15% Add +0.2% 179,263 $38.1M
Bank Pictet & Cie (Europe) AG 0.82% New 175,031 $37.2M
Rafferty Asset Management, LLC 0.13% Add +3.9% 173,273 $36.8M
Public Sector Pension Investment Board 0.15% Add +100.9% 172,387 $36.6M
Victory Capital Management Inc. 0.04% Reduce -3.3% 170,245 $36.2M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +82.8% 168,493 $35.8M
Toronto Dominion Bank 0.07% Reduce -35.1% 165,451 $35.1M
LGT Capital Partners LTD. 1.34% Reduce -2.4% 165,180 $35.1M
Lansforsakringar Fondforvaltning AB (publ) 0.13% — 165,166 $35.1M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -24.3% 161,020 $34.1M
STRS Ohio 0.13% Reduce -7.5% 158,609 $33.7M
Resona Asset Management Co.,Ltd. 0.20% Reduce -2.4% 157,683 $33.5M
Whittier Trust Co. 0.44% Add +0.7% 157,129 $33.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.33% Add +3.2% 153,931 $32.7M
US Bancorp \de 0.04% Add +0.1% 153,667 $32.6M
Forsta Ap-Fonden 0.23% Reduce -0.2% 150,500 $32.0M
Comerica Bank 0.13% Reduce -1.5% 149,660 $31.8M
Formuepleje A/S 1.66% Reduce -6.5% 145,042 $30.8M
Horizon Kinetics Asset Management LLC 0.39% Add +21.5% 144,628 $30.7M
Macquarie Group Ltd. 0.04% Reduce -40.4% 162,372 $30.4M
Glenmede Trust Co. NA 0.15% Reduce -11.4% 142,876 $30.3M
Corebridge Financial, Inc. 0.16% Reduce -3.4% 142,445 $30.3M
Arizona State Retirement System 0.18% Add +0.4% 142,088 $30.2M
State of Tennessee, Department of Treasury 0.11% Reduce -23.5% 141,824 $30.1M
State of Michigan Retirement System 0.16% Reduce -1.0% 140,675 $29.9M
Federation des caisses Desjardins du Quebec 0.15% Add +6.3% 139,154 $29.5M
Cumberland Partners Ltd 2.05% Reduce -0.6% 138,707 $29.5M
Badgley Phelps Wealth Managers, LLC 0.68% Reduce -0.8% 137,067 $29.1M
MetLife Investment Management, LLC 0.15% Add +1.6% 133,004 $28.3M
EULAV Asset Management 0.68% No change 132,000 $28.0M
Sequoia Financial Advisors, LLC 0.27% Add +13.1% 130,509 $27.7M
Captrust Financial Advisors 0.08% Add +14.9% 129,681 $27.5M
Neuberger Berman Group LLC 0.02% Reduce -0.4% 129,548 $27.5M
Teachers Retirement System of the State of Kentucky 0.24% Reduce -6.4% 127,693 $27.1M
Panagora Asset Management Inc. 0.13% Add +15.7% 127,430 $27.1M
Cerity Partners LLC 0.06% Reduce -3.9% 125,657 $27.0M
Ossiam 0.47% Add +906.2% 126,821 $26.9M
Canada Pension Plan Investment Board 0.03% Reduce -69.7% 123,585 $26.3M
Ensign Peak Advisors, Inc 0.05% Reduce -6.2% 123,549 $26.2M
Stock Yards Bank & Trust Co. 0.90% Add +0.1% 123,395 $26.2M
Tredje AP-fonden 0.23% Reduce -2.2% 122,078 $25.9M
Choate Investment Advisors 0.62% Add +0.1% 121,756 $25.9M
AEGON ASSET MANAGEMENT UK Plc 0.34% Reduce -3.7% 120,410 $25.6M
Nearwater Capital Markets, Ltd 0.69% — 114,519 $24.3M
Walter Public Investments Inc. 4.29% Add +0.4% 112,942 $24.0M
Brown Brothers Harriman & Co. 0.17% Reduce -4.2% 112,450 $23.9M
Daiichi Life Insurance Co., Ltd. 0.65% Add +11.7% 110,650 $23.5M
Janney Montgomery Scott LLC 0.06% Reduce -35.6% 109,469 $23.3M
Baillie Gifford & Co. 0.02% Add +27.2% 108,919 $23.1M
Varma Mutual Pension Insurance Co 0.17% Add +0.8% 107,304 $22.8M
Boston Family Office LLC 1.56% Reduce -1.3% 107,164 $22.8M
Czech National Bank 0.21% Add +6.3% 106,485 $22.6M
Retirement Systems of Alabama 0.08% Reduce -0.6% 106,332 $22.6M
ProShare Advisors LLC 0.05% Add +11.3% 106,065 $22.5M
Van Eck Associates Corp. 0.03% Reduce -2.7% 104,879 $22.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -2.5% 104,427 $22.2M
Northwest & Ethical Investments L.P. 0.60% Add +4.2% 104,033 $22.1M
Amalgamated Bank 0.18% Reduce -1.7% 103,517 $22.0M
KBC Group NV 0.06% Reduce -52.6% 102,838 $21.8M
WASHINGTON TRUST Co 0.78% Add +0.4% 101,766 $21.6M
DNB Asset Management AS 0.09% Reduce -20.3% 100,515 $21.4M
Crestwood Advisors Group, LLC 0.40% Add +0.2% 100,342 $21.3M
CIBC Asset Management Inc 0.07% Add +3.5% 100,293 $21.3M
Candriam S.C.A. 0.12% Add +67.7% 100,151 $21.3M
Creative Planning 0.02% Add +1.1% 99,707 $21.2M
Freestone Grove Partners LP 0.26% — 99,473 $21.1M
Prudential PLC 0.11% Add +81.8% 98,144 $20.8M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Add +3.1% 87,732 $20.6M
Scotia Capital Inc. 0.11% Add +16.0% 96,728 $20.5M
Commonwealth Equity Services, LLC 0.03% Reduce -2.0% 95,511 $20.3M
USS Investment Management Ltd 0.15% Reduce -2.7% 95,145 $20.2M
TD Waterhouse Canada Inc. 0.16% Add +9.5% 94,952 $20.2M
QRG Capital Management, Inc. 0.21% Reduce -2.6% 94,748 $20.1M
Carnegie Investment Counsel 0.58% Add +5.0% 94,384 $20.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +14.3% 94,166 $20.0M
Cetera Investment Advisers 0.04% Add +52.6% 92,520 $19.7M
Sanctuary Advisors, LLC 0.12% Add +2.8% 87,798 $19.4M
DAVENPORT & Co LLC 0.11% Add +14.9% 91,056 $19.3M
Compagnie Lombard Odier SCmA 0.28% Add +28.4% 90,908 $19.3M
Arrowstreet Capital, Limited Partnership 0.02% New 89,642 $19.0M
Atria Investments, Inc 0.23% Add +5.8% 88,755 $18.9M
IFM Investors Pty Ltd 0.19% Reduce -8.3% 88,629 $18.8M
Aquatic Capital Management LLC 0.51% Add +2.0% 88,052 $18.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +3.4% 87,724 $18.6M
Martingale Asset Management L P 0.45% Reduce -6.0% 86,657 $18.4M
Banco Santander, S.A. 0.22% Add +6.5% 86,622 $18.4M
NorthCoast Asset Management LLC 0.09% Add +673.8% 86,018 $18.3M
Curi Capital, LLC 0.41% Add +19.4% 84,577 $18.0M
Railway Pension Investments Ltd 0.24% No change 83,700 $17.8M
PGGM Investments 0.24% Reduce -6.2% 83,666 $17.8M
Private Capital Advisors, Inc. 2.09% Reduce -1.9% 82,807 $17.6M
Wesleyan Assurance Society 1.33% Reduce -5.2% 81,926 $17.4M
Osborne Partners Capital Management, LLC 1.01% Reduce -0.1% 81,878 $17.4M
Utah Retirement Systems 0.19% Add +0.3% 81,721 $17.4M
Alps Advisors Inc. 0.11% Reduce -0.1% 80,947 $17.2M
O'shaughnessy Asset Management, LLC 0.15% Add +1.8% 80,799 $17.2M
Intech Investment Management LLC 0.17% Reduce -4.5% 80,655 $17.1M
Man Group plc 0.05% Reduce -17.4% 80,619 $17.1M
Segment Wealth Management, LLC 1.15% Add +0.6% 79,706 $16.9M
Factory Mutual Insurance Co. 0.18% No change 79,400 $16.9M
SVB Wealth LLC 0.31% New 78,679 $16.7M
Aptus Capital Advisors, LLC 0.20% Add +13.6% 78,618 $16.7M
Torray Investment Partners LLC 2.37% No change 77,877 $16.5M
Cibc World Markets Corp. 0.10% Reduce -18.7% 77,533 $16.5M
Xponance LLC 0.15% Reduce -16.8% 77,441 $16.4M
Gotham Asset Management 0.15% Add +409.7% 75,789 $16.1M
MUFG Securities EMEA plc 0.30% New 75,000 $15.9M
Itau Unibanco Holding S.A. 0.50% New 75,000 $15.9M
L1 Capital International Pty Ltd 4.87% Add +22.9% 74,639 $15.9M
Nixon Peabody Trust Co. 1.30% Add +0.4% 74,248 $15.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +7.1% 72,969 $15.5M
New York Life Investment Management LLC 0.15% Add +0.3% 72,824 $15.5M
Police & Firemen's Retirement System of New Jersey 0.15% — 71,908 $15.3M
Guggenheim Capital LLC 0.13% Reduce -14.8% 71,765 $15.2M
Cibc World Market Inc. 0.04% Add +547.1% 71,553 $15.2M
Alaska Permanent Fund Corp 0.22% No change 70,443 $15.0M
Oppenheimer Asset Management Inc. 0.18% Add +0.4% 69,814 $14.8M
Brown Advisory Inc. 0.02% Add +5.6% 69,131 $14.7M
Yousif Capital Management, LLC 0.16% Reduce -2.5% 68,497 $14.5M
Gabelli Funds LLC 0.11% Reduce -7.9% 68,400 $14.5M
Baker Avenue Asset Management, LP 0.44% Add +0.0% 68,264 $14.5M
West Coast Financial LLC 1.59% Add +1.4% 67,815 $14.4M
Rockefeller Capital Management L.P. 0.04% Add +0.0% 67,707 $14.4M
Ethic Inc. 0.29% Add +21.6% 67,569 $14.4M
Fulton Breakefield Broenniman LLC 1.02% Reduce -0.6% 67,445 $14.3M
Swiss Life Asset Management Ltd 0.10% Add +28.2% 66,490 $14.1M
Public Employees Retirement Association of Colorado 0.06% Reduce -2.7% 65,846 $14.0M
Generali Asset Management SPA SGR 0.36% — 65,707 $14.0M
Onex Canada Asset Management Inc. 1.67% Reduce -17.5% 65,690 $14.0M
Levin Capital Strategies, L.P. 1.32% Add +2.1% 65,228 $13.9M
Daiwa Securities Group Inc. 0.06% Add +7.1% 64,564 $13.7M
Quantbot Technologies LP 0.50% Reduce -7.9% 64,356 $13.7M
Apollon Wealth Management, LLC 0.31% Add +2.5% 63,843 $13.6M
JLB & Associates Inc. 1.84% Reduce -3.8% 63,754 $13.5M
Lido Advisors, LLC 0.08% Add +55.3% 63,423 $13.5M
Washington Trust Bank 1.28% Reduce -1.7% 62,932 $13.4M
State of Alaska, Department of Revenue 0.15% Reduce -3.2% 62,910 $13.4M
Whittier Trust Co. of Nevada Inc. 0.33% Add +4.7% 62,768 $13.3M
Annex Advisory Services, LLC 0.40% Add +4.4% 62,012 $13.2M
Running Oak Capital LLC 1.72% Add +9.6% 62,006 $13.2M
Nissay Asset Management Corp. /Japan 0.08% Reduce -2.2% 61,049 $13.0M
Harbour Trust & Investment Management Co 1.48% Add +1.4% 61,170 $13.0M
Capital International Sarl 0.30% Add +18.6% 60,367 $12.8M
First American Bank 0.90% Add +0.9% 60,303 $12.8M
Wealthfront Advisers LLC 0.04% Add +6.3% 59,730 $12.7M
Strategic Wealth Investment Group, LLC 0.69% Reduce -1.1% 59,128 $12.6M
Mutual of America Capital Management LLC 0.13% Reduce -2.8% 58,836 $12.5M
Vanguard Personalized Indexing Management, LLC 0.18% Add +3.0% 56,614 $12.0M
Azimuth Capital Investment Management LLC 0.47% Add +1.9% 56,441 $12.0M
CI Investments Inc. 0.04% Add +7.8% 56,246 $11.9M
King Luther Capital Management Corp. 0.05% Reduce -4.4% 55,196 $11.7M
Gillson Capital LP 1.02% New 53,070 $11.3M
Orion Porfolio Solutions, LLC 0.11% Reduce -0.4% 53,044 $11.3M
Orion Portfolio Solutions, LLC 0.11% Reduce -0.4% 53,044 $11.3M
Calamos Wealth Management LLC 0.56% Add +32.6% 52,105 $11.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.5% 51,333 $10.9M
Phoenix Financial Ltd. 0.15% Add +6.4% 51,317 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +5.3% 51,033 $10.9M
Orange Investment Advisors, Inc. 1.20% Reduce -0.8% 49,914 $10.6M
Bridges Investment Management Inc. 0.15% Add +11.4% 49,405 $10.5M
CIBC Private Wealth Group LLC 0.02% Add +0.8% 49,086 $10.4M
Union Bancaire Privee, UBP SA 0.19% — 49,597 $10.4M
Mercer Global Advisors Inc. 0.03% Reduce -1.8% 48,373 $10.3M
Voleon Capital Management LP 0.76% — 48,317 $10.3M
Pacer Advisors, Inc. 0.02% Reduce -16.8% 48,262 $10.3M
MML Investors Services, LLC 0.04% Add +2.8% 48,034 $10.2M
Tudor Investment Corporation 0.11% Reduce -49.5% 46,908 $10.0M
Foyston, Gordon & Payne Inc 2.64% Reduce -1.2% 46,866 $10.0M
Edmond DE Rothschild Holding S.A. 0.17% Add +4.7% 46,583 $9.9M
Mizuho Securities USA LLC 0.18% Add +46.0% 46,547 $9.9M
Dupont Capital Management Corp. 0.91% No change 45,873 $9.7M
Jump Financial, LLC 0.21% Reduce -59.8% 45,565 $9.7M
M&T Bank Corp 0.03% Reduce -2.4% 45,359 $9.6M
Elo Mutual Pension Insurance Co 0.20% Reduce -4.3% 44,876 $9.5M
Osaic Holdings, Inc. 0.02% Add +11.2% 55,226 $9.3M
Tokio Marine Asset Management Co. Ltd. 0.32% Add +232.2% 42,991 $9.1M
Blair William & Co. 0.03% Add +4.8% 42,763 $9.1M
Huntington National Bank 0.09% Add +1.6% 42,642 $9.1M
Aurdan Capital Management, LLC 3.47% — 42,542 $9.0M
Oregon Public Employees Retirement Fund 0.16% Add +0.1% 42,095 $8.9M
Sawgrass Asset Management LLC 0.98% Reduce -5.7% 41,912 $8.9M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.10% No change 43,000 $8.8M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -20.1% 40,526 $8.6M
Crossmark Global Holdings, Inc. 0.16% Reduce -5.0% 40,514 $8.6M
Vestcor Inc 0.28% Reduce -2.3% 40,376 $8.6M
Engineers Gate Manager LP 0.15% Add +30.5% 39,777 $8.4M
Contravisory Investment Management, Inc. 1.79% Reduce -0.8% 39,385 $8.4M
Builder Investment Group Inc. 2.27% Reduce -0.3% 39,306 $8.3M
MinichMacGregor Wealth Management, LLC 1.73% Add +3.9% 39,148 $8.3M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -98.1% 39,013 $8.3M
Gulf International Bank (UK) Ltd 0.21% Reduce -1.0% 38,729 $8.2M
Avanza Fonder AB 0.24% — 38,582 $8.2M
Ieq Capital, LLC 0.08% Add +17.6% 38,520 $8.2M
Steward Partners Investment Advisory, LLC 0.07% Add +3.2% 38,435 $8.2M
Quantinno Capital Management LP 0.08% Add +20.7% 37,974 $8.1M
Stokes Capital Advisors, LLC 2.08% Add +1.9% 37,966 $8.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -17.7% 37,961 $8.1M
Marks Group Wealth Management, Inc 0.78% Reduce -2.7% 37,127 $7.9M
Executive Wealth Management, LLC 0.61% Reduce -1.3% 36,881 $7.8M
Bennett Selby Investments LP 3.08% Add +0.1% 36,537 $7.8M
Achmea Investment Management B.V. 0.13% Reduce -47.7% 35,829 $7.6M
Aware Super Pty Ltd as trustee of Aware Super 0.12% — 35,634 $7.6M
Andra AP-fonden 0.12% Add +501.7% 35,500 $7.5M
NewEdge Advisors, LLC 0.04% Add +10.9% 35,036 $7.4M
&partners 0.09% Add +51.2% 35,100 $7.4M
HRT Financial LP 0.04% Reduce -44.5% 34,564 $7.3M
CreativeOne Wealth, LLC 0.22% Add +138.7% 34,048 $7.2M
Auxier Asset Management LLC 1.12% Reduce -4.3% 33,983 $7.2M
Kentucky Retirement Systems 0.21% Reduce -1.4% 33,793 $7.2M
Financial Engines Advisors L.L.C. 0.02% Add +1030.4% 33,788 $7.2M
Ipswich Investment Management Co., Inc. 1.72% Reduce -0.4% 33,609 $7.1M
Siemens Fonds Invest GmbH 0.75% Add +6.8% 33,620 $7.1M
CX Institutional 0.28% Add +12.9% 33,204 $7.1M
Illinois Municipal Retirement Fund 0.10% No change 32,733 $7.0M
Bleakley Financial Group, LLC 0.21% Add +8.1% 32,622 $6.9M
Bell Asset Management Ltd 1.26% Add +12.4% 32,465 $6.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.1% 32,029 $6.8M
Qsemble Capital Management, LP 0.90% Add +416.2% 31,989 $6.8M
CHURCHILL MANAGEMENT Corp 0.07% Reduce -0.9% 31,815 $6.8M
UniSuper Management Pty Ltd 0.05% Add +30.2% 31,800 $6.8M
BNP Paribas 0.09% Add +31.0% 31,555 $6.7M
Tower Research Capital LLC (TRC) 0.13% Add +60.4% 31,364 $6.7M
Tower View Wealth Management LLC 3.49% Add +0.9% 31,099 $6.6M
Kinsale Capital Group, Inc. 1.76% Add +14.0% 30,778 $6.5M
Oak Ridge Investments LLC 0.51% Add +5.9% 30,649 $6.5M
Hartford Investment Management Co. 0.21% Reduce -2.4% 30,449 $6.5M
1832 Asset Management L.P. 0.01% Reduce -81.1% 30,164 $6.4M
Zions Bancorporation, N.A. 0.40% Add +26.9% 30,008 $6.4M
Metis Global Partners, LLC 0.19% Add +20.5% 29,232 $6.2M
Synovus Financial Corp. 0.08% Reduce -3.3% 28,970 $6.2M
Avantax Advisory Services, Inc. 0.04% Add +5.9% 28,788 $6.1M
Bessemer Group Inc. 0.01% Reduce -0.3% 28,676 $6.1M
Groupe la Francaise 0.15% — 28,721 $6.1M
NBT Bank, N.A. 0.42% Reduce -2.7% 28,648 $6.1M
Vontobel Holding Ltd. 0.02% Add +6.4% 28,381 $6.0M
Capital Planning Advisors, LLC 0.93% Add +9.8% 28,378 $6.0M
Focus Partners Wealth 0.02% Add +26.8% 28,317 $6.0M
Exencial Wealth Advisors, LLC 0.22% Reduce -4.1% 28,179 $6.0M
Legacy Advisors, LLC 0.58% Reduce -0.9% 28,171 $6.0M
Advisors Asset Management, Inc. 0.11% Reduce -19.9% 28,049 $6.0M
Cape Cod Five Cents Savings Bank 0.53% No change 26,703 $6.0M
Sone Capital Management, LLC 0.75% — 28,008 $5.9M
Cary Street Partners Financial LLC 0.19% — 27,930 $5.9M
Cubist Systematic Strategies, LLC 0.09% Reduce -63.8% 27,508 $5.8M
Bancreek Capital Management, LP 5.68% Reduce -31.0% 27,420 $5.8M
Snowden Capital Advisors LLC 0.18% Reduce -3.6% 26,853 $5.7M
NEOS Investment Management LLC 0.13% Add +30.2% 26,822 $5.7M
Maryland State Retirement & Pension System 0.12% Reduce -6.7% 26,528 $5.6M
FineMark National Bank & Trust 0.20% Reduce -0.6% 26,444 $5.6M
Louisiana State Employees Retirement System 0.11% Reduce -4.7% 26,400 $5.6M
Securian Asset Management, Inc. 0.16% Reduce -3.0% 26,395 $5.6M
Cornerstone Advisors, LLC 0.22% No change 26,300 $5.6M
Callan Family Office, LLC 0.35% Add +1563.0% 26,142 $5.6M
Parcion Private Wealth LLC 0.42% Add +2.0% 25,938 $5.5M
Diversified Trust Co. 0.13% Add +0.5% 25,669 $5.5M
Bonness Enterprises Inc. 1.90% No change 25,500 $5.4M
Commerce Bank 0.03% Reduce -1.6% 25,476 $5.4M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Add +5.4% 25,426 $5.4M
Triasima Portfolio Management inc. 1.04% Add +23.6% 25,333 $5.4M
AustralianSuper Pty Ltd 0.03% Add +6.0% 25,321 $5.4M
Tidal Investments LLC 0.04% Add +94.3% 25,282 $5.4M
Harrington Investments, INC 2.95% Reduce -1.2% 25,255 $5.4M
Stonegate Investment Group, LLC 0.14% Reduce -8.5% 25,200 $5.4M
Reliant Investment Management, LLC 2.34% Add +5.6% 24,939 $5.3M
First National Bank of Mount Dora, Trust Investment Services 1.24% Add +0.9% 24,877 $5.3M
Vinva Investment Management Ltd 0.20% Add +39.7% 24,621 $5.2M
BNC Wealth Management, LLC 1.71% Reduce -0.3% 24,472 $5.2M
Sustainable Insight Capital Management, LLC 2.25% Add +66.3% 24,190 $5.1M
Cwm, LLC 0.02% Add +9.3% 24,105 $5.1M
Centiva Capital, LP 0.19% Add +173.8% 23,808 $5.1M
Bellwether Advisors, LLC 0.90% Reduce -12.7% 23,728 $5.0M
Capital International Ltd. 0.20% Add +12.6% 23,646 $5.0M
Elevation Point Wealth Partners, LLC 0.40% Add +186.6% 23,551 $5.0M
New Mexico Educational Retirement Board 0.17% Reduce -2.9% 23,441 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -65.4% 23,436 $5.0M
Jane Street Group, LLC 0.01% Reduce -51.4% 23,390 $5.0M
Keybank National Association 0.02% Reduce -0.6% 22,976 $4.9M
Point72 Hong Kong Ltd 0.30% Reduce -33.2% 22,800 $4.8M
E. Ohman J:or Asset Management AB 0.11% Add +10.6% 22,264 $4.7M
Benjamin Edwards Inc. 0.07% Add +3.0% 22,216 $4.7M
ING Groep NV 0.03% Reduce -10.4% 22,197 $4.7M
Aviso Financial Inc. 0.24% Add +20.3% 22,188 $4.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.33% Reduce -1.8% 22,142 $4.7M
AIA Group Ltd 0.11% Add +28.4% 22,081 $4.7M
Plato Investment Management Ltd 0.34% Add +14.2% 21,905 $4.7M
American Trust 0.35% Reduce -1.3% 21,906 $4.7M
Axxcess Wealth Management, LLC 0.11% Reduce -0.9% 21,541 $4.6M
Evelyn Partners Investment Management LLP 0.15% — 21,293 $4.5M
Brevan Howard Capital Management LP 0.11% Add +6.5% 21,210 $4.5M
Mediolanum International Funds Ltd 0.06% New 21,214 $4.5M
Conning Inc. 0.16% Add +1.8% 20,947 $4.4M
Essex LLC 0.93% Reduce -5.5% 20,788 $4.4M
Norinchukin Bank, The 0.09% Add +6.0% 20,748 $4.4M
OMERS ADMINISTRATION Corp 0.04% Add +20.4% 20,585 $4.4M
Sompo Asset Management Co., Ltd. 0.73% Reduce -4.7% 20,270 $4.3M
RBF Capital, LLC 0.22% No change 20,000 $4.2M
OneDigital Investment Advisors LLC 0.05% Add +33.6% 19,933 $4.2M
Lafayette Investments, Inc. 0.91% Reduce -0.8% 19,923 $4.2M
Park Avenue Securities LLC 0.04% Add +58.8% 19,861 $4.2M
Burling Wealth Partners, LLC 0.86% — 19,775 $4.2M
Argent Trust Co 0.17% Add +0.4% 19,632 $4.2M
Transcend Capital Advisors, LLC 0.30% Add +0.6% 19,437 $4.1M
Occidental Asset Management, LLC 0.64% Add +8.7% 19,359 $4.1M
GAMCO Investors 0.04% Reduce -0.8% 19,309 $4.1M
Suncoast Equity Management 0.46% Add +2.4% 19,221 $4.1M
Prosperity Consulting Group, LLC 0.30% Add +8.2% 19,030 $4.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.58% Add +1.2% 19,004 $4.0M
Cyndeo Wealth Partners, LLC 0.27% Add +3.3% 18,822 $4.0M
Agf Management Ltd. 0.02% Reduce -15.4% 18,814 $4.0M
Morton Community Bank 1.04% Add +0.8% 18,463 $3.9M
World Investment Advisors 0.11% Add +5.8% 18,221 $3.9M
Natixis 0.03% Reduce -94.6% 17,911 $3.8M
Cresset Asset Management, LLC 0.02% Reduce -58.9% 17,802 $3.8M
Mechanics Bank Trust Department 0.50% Add +1.5% 17,707 $3.8M
Kestra Advisory Services, LLC 0.02% Reduce -10.0% 17,697 $3.8M
Commerzbank Aktiengesellschaft 0.09% Add +34.4% 17,677 $3.8M
Neo Ivy Capital Management 0.75% Add +558.6% 17,544 $3.7M
Red Cedar Investment Management, LLC 0.47% No change 17,521 $3.7M
Point72 (DIFC) Ltd 0.34% Reduce -35.6% 17,499 $3.7M
Merit Financial Group, LLC 0.07% Add +95.4% 17,385 $3.7M
Heritage Trust Co 0.43% — 17,279 $3.7M
Becker Capital Management Inc. 0.12% No change 17,241 $3.7M
Brentview Investment Management LLC 2.07% — 17,113 $3.6M
Empirical Finance, LLC 0.21% Reduce -1.3% 16,876 $3.6M
Blue Trust, Inc. 0.05% Reduce -16.3% 16,800 $3.6M
Hamilton Capital Partners Inc. 0.27% Add +20.7% 16,758 $3.6M
NewEdge Wealth, LLC 0.06% Reduce -1.3% 16,692 $3.5M
Alerus Financial NA 0.27% Reduce -9.2% 16,669 $3.5M
DRW Securities, LLC 0.24% New 16,600 $3.5M
Ascent Group, LLC 0.26% Add +3.7% 16,427 $3.5M
Federated Hermes, Inc. 0.01% Add +1.0% 16,415 $3.5M
Canada Post Corp Registered Pension Plan 0.20% — 16,283 $3.5M
Nomura Holdings Inc. 0.02% Add +1376.3% 16,180 $3.4M
Praxis Investment Management Inc. 0.22% Add +63.5% 16,120 $3.4M
Choreo, LLC 0.05% Add +1.9% 16,068 $3.4M
Strategic Investment Advisors / MI 0.36% Reduce -0.1% 15,817 $3.4M
Allstate Corp. 0.10% New 15,805 $3.4M
First Citizens Bank & Trust Co. 0.06% Reduce -2.5% 15,730 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +0.0% 15,593 $3.3M
V-Square Quantitative Management LLC 0.47% Add +10.5% 15,503 $3.3M
Kintegral Advisory, LLC 0.31% Reduce -4.5% 15,494 $3.3M
Bayesian Capital Management, LP 0.39% New 15,125 $3.2M
Exchange Traded Concepts, LLC 0.07% Add +2.5% 15,086 $3.2M
Kingsview Wealth Management, LLC 0.06% Add +0.6% 15,021 $3.2M
Vident Advisory, LLC 0.06% Add +9.0% 14,977 $3.2M
Algert Global LLC 0.07% Reduce -1.2% 14,844 $3.2M
South Dakota Investment Council 0.06% No change 14,652 $3.1M
Sciencast Management LP 0.83% Add +14.4% 14,335 $3.0M
Entropy Technologies, LP 0.31% Add +275.2% 14,278 $3.0M
NJ State Employees Deferred Compensation Plan 0.36% No change 14,100 $3.0M
Union Heritage Capital, LLC 1.10% No change 14,064 $3.0M
HB Wealth Management, LLC 0.03% Add +11.0% 14,027 $3.0M
First Manhattan Co. Llc. 0.01% Add +17.8% 14,021 $3.0M
Accurate Wealth Management, LLC 0.57% Reduce -0.7% 14,230 $3.0M
Lindenwold Advisors, INC 1.59% Reduce -6.3% 14,011 $3.0M
Sumitomo Life Insurance Co. 0.06% Reduce -1.6% 13,845 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -1.1% 13,760 $2.9M
Freestone Capital Holdings, LLC 0.10% Reduce -0.4% 13,697 $2.9M
Dynasty Wealth Management, LLC 0.05% Add +5.3% 13,655 $2.9M
Souders Financial Advisors 0.41% Reduce -26.3% 13,651 $2.9M
Bouvel Investment Partners, LLC 1.04% Add +1.1% 13,626 $2.9M
Pitcairn Co. 0.17% Reduce -6.5% 13,580 $2.9M
Caprock Group, LLC 0.09% Add +2.3% 13,568 $2.9M
Prana Capital Management, LP 0.14% New 13,562 $2.9M
River Wealth Advisors LLC 0.38% Reduce -2.7% 13,512 $2.9M
Larson Financial Group LLC 0.15% Add +15.2% 13,467 $2.9M
Hantz Financial Services, Inc. 0.05% Reduce -23.1% 13,255 $2.8M
Summit Financial, LLC 0.10% Add +2.9% 13,024 $2.8M
Magnetar Financial LLC 0.07% Reduce -54.4% 12,841 $2.7M
Kimelman & Baird, LLC 0.22% Reduce -0.8% 12,795 $2.7M
Brown, Lisle/Cummings, Inc. 0.81% No change 12,784 $2.7M
Composition Wealth, LLC 0.06% Reduce -4.4% 12,784 $2.7M
G&S Capital LLC 1.11% Reduce -2.0% 12,712 $2.7M
Icon Wealth Advisors, LLC 0.22% Add +0.5% 12,695 $2.7M
Private Advisor Group, LLC 0.02% Reduce -10.1% 12,662 $2.7M
Private Trust Co. NA 0.27% Add +0.3% 12,549 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.20% Add +10.0% 12,547 $2.7M
Vise Technologies, Inc. 0.22% Add +33.9% 12,543 $2.7M
Oddo BHF Asset Management Sas 0.13% Add +21.6% 12,504 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.9% 12,483 $2.7M
Moody National Bank Trust Division 0.28% Reduce -5.0% 12,405 $2.6M
Hartline Investment Corp./ 0.30% Reduce -10.9% 12,265 $2.6M
Bokf, NA 0.04% Add +1.9% 12,443 $2.6M
Fiduciary Trust Co 0.03% Reduce -5.8% 12,139 $2.6M
HBK Sorce Advisory LLC 0.08% Reduce -2.2% 12,099 $2.6M
Prescott Group Capital Management, L.L.C. 0.35% No change 12,055 $2.6M
Coldstream Capital Management Inc. 0.05% Add +3.7% 11,941 $2.5M
Townsquare Capital LLC 0.03% Add +16.1% 11,761 $2.5M
Vestmark Advisory Solutions, Inc. 0.09% Add +0.7% 11,741 $2.5M
University of Texas/Texas Am Investment Management Co. 0.29% Reduce -66.0% 11,707 $2.5M
Moran Wealth Management, LLC 0.08% New 11,626 $2.5M
Horizon Investments, LLC 0.07% Add +2.3% 11,569 $2.4M
Beacon Pointe Advisors, LLC 0.03% Reduce -14.9% 11,437 $2.4M
HighPoint Advisor Group LLC 0.13% Add +1.4% 10,629 $2.4M
Te Ahumairangi Investment Management Ltd 0.51% Add +8.5% 11,395 $2.4M
TCW Group Inc. 0.02% Add +1.5% 11,366 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -32.9% 11,358 $2.4M
United Services Automobile Association 0.08% No change 11,302 $2.4M
Marshall Wace, LLP 0.00% New 11,188 $2.4M
Empowered Funds, LLC 0.03% Reduce -19.9% 11,164 $2.4M
Belpointe Asset Management LLC 0.14% Add +20.3% 10,374 $2.4M
Concourse Financial Group Securities, Inc. 0.13% Add +108.5% 10,825 $2.4M
Edgestream Partners, L.P. 0.10% Reduce -35.6% 11,010 $2.3M
Kestra Private Wealth Services, LLC 0.04% Add +9.3% 10,999 $2.3M
Tiaa Trust, National Association 0.01% Add +1.2% 10,970 $2.3M
Landscape Capital Management, L.L.C. 0.25% Add +33.1% 10,946 $2.3M
TKG Advisors, LLC 1.06% Reduce -0.3% 10,522 $2.3M
Perigon Wealth Management, LLC 0.06% Add +12.6% 10,598 $2.3M
Howland Capital Management LLC 0.10% Reduce -1.6% 10,760 $2.3M
Beck Bode, LLC 0.42% Add +128.4% 10,738 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -0.6% 10,692 $2.3M
Balyasny Asset Management L.P. 0.01% Add +212.1% 10,674 $2.3M
Northcape Capital Pty Ltd 0.36% Add +15.7% 10,648 $2.3M
iA Global Asset Management Inc. 0.04% Add +34.1% 10,644 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.99% No change 10,500 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Add +11.2% 10,420 $2.2M
Hills Bank & Trust Co 0.17% Add +4.0% 10,353 $2.2M
Wilmington Savings Fund Society, FSB 0.04% Add +19.7% 10,339 $2.2M
Value Partners Investments Inc. 1.24% Add +4.7% 10,337 $2.2M
Wealthcare Advisory Partners LLC 0.06% Add +0.1% 10,296 $2.2M
Capstone Investment Advisors, LLC 0.03% Add +3705.6% 10,275 $2.2M
Greenleaf Trust 0.02% Reduce -0.3% 10,213 $2.2M
Capital Asset Advisory Services LLC 0.11% Add +0.9% 10,126 $2.1M
Regions Financial Corp. 0.02% Reduce -4.9% 10,064 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -4.5% 10,038 $2.1M
Cohen Klingenstein LLC 0.07% No change 10,000 $2.1M
Pensionfund Sabic 0.56% Add +42.9% 10,000 $2.1M
Aerodigm Wealth, LLC 1.27% Add +4.3% 9,990 $2.1M
Pinnacle Associates Ltd. 0.03% Add +48.7% 9,960 $2.1M
Mogy Joel R Investment Counsel Inc. 0.13% Add +36.7% 9,910 $2.1M
Ballentine Partners, LLC 0.04% Add +6.2% 9,781 $2.1M
Oak Thistle LLC 0.61% Add +350.6% 9,733 $2.1M
Enterprise Bank & Trust Co 0.68% Add +0.2% 9,720 $2.1M
Tealwood Asset Management Inc. 0.85% Reduce -0.2% 9,659 $2.1M
Vectors Research Management, LLC 0.69% Reduce -2.6% 9,498 $2.0M
Signaturefd, LLC 0.04% Reduce -1.2% 9,490 $2.0M
Front Row Advisors LLC 0.69% No change 9,424 $2.0M
Chatham Capital Group, Inc. 0.33% Reduce -1.9% 9,328 $2.0M
Ritholtz Wealth Management 0.06% Reduce -1.0% 9,164 $1.9M
Quadrant Capital Group LLC 0.13% Reduce -0.5% 9,154 $1.9M
Moneta Group Investment Advisors LLC 0.03% Add +1.3% 9,144 $1.9M
Readystate Asset Management LP 0.15% Add +454.0% 9,108 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -2.6% 9,071 $1.9M
Savant Capital, LLC 0.02% Add +3.5% 9,051 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +5.0% 9,008 $1.9M
Jefferies Financial Group Inc. 0.02% New 8,975 $1.9M
Inceptionr LLC 0.43% Add +147.4% 8,974 $1.9M
UNIVEST FINANCIAL Corp 0.12% Reduce -4.3% 8,903 $1.9M
Qtron Investments LLC 0.26% Reduce -9.2% 8,870 $1.9M
Advisory Services Network, LLC 0.04% Add +6.0% 8,839 $1.9M
Brass Tax Wealth Management, Inc. 0.39% Add +0.1% 8,759 $1.9M
Brighton Jones LLC 0.05% Add +51.2% 8,738 $1.9M
AlphaQuest LLC 0.25% Reduce -38.4% 8,735 $1.9M
Hilltop Holdings Inc. 0.12% Add +3.7% 8,704 $1.8M
CW Advisors, LLC 0.03% Add +145.0% 8,688 $1.8M
Dumont & Blake Investment Advisors LLC 0.49% Reduce -12.0% 8,649 $1.8M
RMR Wealth Builders 0.19% Reduce -0.4% 8,637 $1.8M
TD Private Client Wealth LLC 0.05% Add +4.1% 8,619 $1.8M
Welch & Forbes LLC 0.02% Reduce -34.7% 8,616 $1.8M
Walleye Trading LLC 0.04% Add +552.5% 8,404 $1.8M
Citizens & Northern Corp. 0.48% Add +5.1% 8,282 $1.8M
IAM Advisory, LLC 0.44% Add +2.2% 8,242 $1.8M
Wealth Alliance, LLC 0.21% Reduce -1.9% 8,238 $1.7M
First National Trust Co 0.06% Reduce -0.9% 8,120 $1.7M
Nebula Research & Development LLC 0.20% Add +139.9% 8,115 $1.7M
Evercore Wealth Management, LLC 0.03% Reduce -21.0% 8,096 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -0.1% 8,077 $1.7M
Meeder Advisory Services, Inc. 0.11% Add +1.1% 8,060 $1.7M
Clearstead Advisors, LLC 0.03% Reduce -3.0% 8,016 $1.7M
Headlands Technologies LLC 0.17% Reduce -0.4% 7,978 $1.7M
Concurrent Investment Advisors, LLC 0.05% Add +15.1% 7,933 $1.7M
Rwa Wealth Partners, LLC 0.02% Add +0.2% 7,883 $1.7M
PDT Partners, LLC 0.15% Add +0.1% 7,854 $1.7M
LS Investment Advisors, LLC 0.24% Reduce -3.2% 7,749 $1.6M
Lantz Financial LLC 0.44% Reduce -0.1% 7,733 $1.6M
Impact Capital Partners LLC 0.58% — 7,715 $1.6M
Mission Wealth Management, LP 0.04% Reduce -7.5% 7,710 $1.6M
Clifford Swan Investment Counsel LLC 0.06% Reduce -0.5% 7,634 $1.6M
Syon Capital LLC 0.15% Reduce -6.3% 7,627 $1.6M
PFG Advisors 0.10% Reduce -4.5% 7,595 $1.6M
Matrix Trust Co 0.28% Add +2.2% 7,561 $1.6M
Venturi Wealth Management, LLC 0.08% Reduce -2.7% 7,483 $1.6M
IFP Advisors, Inc 0.05% Add +150.7% 7,432 $1.6M
Beverly Hills Private Wealth, LLC 0.32% Reduce -2.3% 7,406 $1.6M
Relyea Zuckerberg Hanson LLC 0.21% Reduce -0.5% 7,354 $1.6M
Courier Capital LLC 0.11% Reduce -26.8% 7,329 $1.6M
Wedmont Private Capital 0.08% Add +1.5% 7,435 $1.6M
MAI Capital Management 0.01% Add +1.8% 7,273 $1.5M
Mufg Securities Americas Inc. 0.20% — 7,251 $1.5M
Walleye Capital LLC 0.02% Reduce -59.1% 7,235 $1.5M
TCTC Holdings, LLC 0.05% Add +0.5% 7,198 $1.5M
Profund Advisors LLC 0.06% Reduce -7.5% 7,195 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Reduce -0.1% 7,174 $1.5M
Norway Savings Bank 0.84% Reduce -0.5% 7,137 $1.5M
Wimmer Associates 1, LLC 0.75% Reduce -6.1% 7,105 $1.5M
Ledyard National Bank 0.14% Add +81.5% 7,045 $1.5M
Douglas Lane & Associates, LLC 0.02% Add +45.6% 7,005 $1.5M
Parallel Advisors, LLC 0.03% Reduce -0.8% 7,000 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +19.6% 6,957 $1.5M
RCS Financial Planning, LLC 0.78% No change 6,904 $1.5M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -5.2% 6,847 $1.5M
United Bank 0.61% Add +7.7% 6,781 $1.4M
PICTET BANK & TRUST Ltd 1.42% New 6,696 $1.4M
Smithfield Trust Co 0.07% No change 6,703 $1.4M
Gries Financial LLC 0.25% Add +8.2% 6,674 $1.4M
Drake & Associates, LLC 0.40% Add +111.1% 6,230 $1.4M
Princeton Global Asset Management LLC 0.26% New 6,668 $1.4M
Shelton Capital Management 0.03% No change 6,598 $1.4M
Boyd Watterson Asset Management LLC 0.39% Reduce -2.3% 6,574 $1.4M
Essex Financial Services, Inc. 0.10% Add +91.3% 6,491 $1.4M
Freedom Investment Management, Inc. 0.11% Add +1.7% 6,489 $1.4M
Smartleaf Asset Management LLC 0.14% Add +20.8% 6,494 $1.4M
Chesley Taft & Associates LLC 0.06% Reduce -12.5% 6,466 $1.4M
LMCG Investments, LLC 0.08% Reduce -3.3% 6,452 $1.4M
Edgemoor Investment Advisors, Inc. 0.12% No change 6,449 $1.4M
Fifth Third Wealth Advisors LLC 0.07% Add +36.1% 6,435 $1.4M
Principal Securities, Inc. 0.03% Add +6.6% 6,422 $1.4M
Machina Capital S.A.S. 0.57% Reduce -6.7% 6,386 $1.4M
Fidelis Capital Partners, LLC 0.14% Reduce -8.5% 6,185 $1.4M
Checchi Capital Advisers, LLC 0.10% Add +0.7% 6,350 $1.3M
Teza Capital Management LLC 0.20% Reduce -84.3% 6,318 $1.3M
Exchange Bank 1.07% No change 6,239 $1.3M
Lester Murray Antman dba SimplyRich 0.38% Add +1.7% 6,242 $1.3M
Highview Capital Management LLC 0.51% Add +2.6% 6,204 $1.3M
Venture Visionary Partners LLC 0.06% Reduce -1.3% 6,199 $1.3M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -0.8% 6,161 $1.3M
Concord Wealth Partners 0.21% Add +1.3% 6,155 $1.3M
Axq Capital, LP 0.59% Reduce -38.4% 6,138 $1.3M
Elmwood Wealth Management, Inc. 0.52% Add +0.1% 6,116 $1.3M
Concord Asset Management, LLC 0.28% Add +1.4% 6,048 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Add +131.2% 6,047 $1.3M
Ostrum Asset Management 0.11% Add +75.5% 6,028 $1.3M
Fortis Capital Advisors, LLC 0.43% Add +46.1% 5,563 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -4.5% 5,953 $1.3M
AXS Investments LLC 0.35% Add +3.0% 5,910 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.4% 5,902 $1.3M
Mgo One Seven LLC 0.05% Add +19.3% 5,819 $1.2M
Louisbourg Investments Inc. 0.32% Add +67.2% 8,211 $1.2M
DF Dent & Co. Inc. 0.02% Add +0.9% 5,762 $1.2M
NorthStar Asset Management LLC 0.78% Add +11.9% 5,759 $1.2M
Prosperity Financial Group, Inc. 0.61% Add +3.9% 5,757 $1.2M
Access Financial Services, Inc. 0.54% New 5,756 $1.2M
Shell Asset Management Co. 0.05% Add +4.0% 5,735 $1.2M
Global Retirement Partners, LLC 0.03% Add +1.1% 5,725 $1.2M
Ironwood Investment Counsel, LLC 0.21% Reduce -0.5% 5,696 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +0.8% 5,679 $1.2M
Trust Asset Management LLC 0.09% No change 5,677 $1.2M
GTS Securities LLC 0.06% Add +53.1% 5,657 $1.2M
Kings Path Partners LLC 0.51% No change 5,625 $1.2M
Aries Wealth Management 0.33% Reduce -0.1% 5,599 $1.2M
Center For Asset Management LLC 0.77% Add +1.3% 5,569 $1.2M
US Asset Management LLC 1.06% Reduce -2.0% 5,563 $1.2M
Fullcircle Wealth LLC 0.48% Reduce -3.0% 5,097 $1.2M
Neville Rodie & Shaw Inc. 0.09% No change 5,530 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +2.4% 5,522 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -0.4% 5,503 $1.2M
D.A. Davidson & Co. 0.01% Reduce -3.2% 5,484 $1.2M
Twinbeech Capital LP 0.02% Reduce -87.0% 5,383 $1.1M
Dover Advisors, LLC 0.65% Reduce -0.4% 5,374 $1.1M
Kathmere Capital Management, LLC 0.10% Reduce -6.3% 5,370 $1.1M
Legacy Wealth Asset Management, LLC 0.31% Add +0.7% 5,327 $1.1M
West Paces Advisors Inc. 0.27% Reduce -0.6% 5,264 $1.1M
Sagespring Wealth Partners, LLC 0.03% — 5,250 $1.1M
AA Financial Advisors, LLC 0.29% No change 5,201 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.6% 5,147 $1.1M
Broadway Wealth Solutions, Inc. 0.82% — 5,107 $1.1M
1248 Management, LLC 0.47% — 5,107 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.61% No change 5,091 $1.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% — 5,060 $1.1M
Canandaigua National Bank & Trust Co. 0.11% Reduce -2.7% 5,056 $1.1M
Cigna Investments Inc. 0.19% Reduce -0.6% 5,044 $1.1M
EverSource Wealth Advisors, LLC 0.06% Add +7.1% 5,042 $1.1M
NorthRock Partners, LLC 0.03% Reduce -24.2% 5,041 $1.1M
Boltwood Capital Management 0.32% Reduce -2.1% 4,996 $1.1M
Stevens Capital Management LP 0.42% New 4,964 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +10.1% 4,942 $1.0M
HM Payson & Co. 0.02% Reduce -0.0% 4,935 $1.0M
Lake Street Advisors Group, LLC 0.05% Add +0.2% 4,935 $1.0M
Bar Harbor Wealth Management 0.07% Reduce -1.5% 4,926 $1.0M
JGP Wealth Management, LLC 0.13% Add +3.1% 4,901 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +4.6% 4,882 $1.0M
West Family Investments, Inc. 0.36% Reduce -2.2% 4,878 $1.0M
Manchester Capital Management LLC 0.12% Reduce -0.1% 4,859 $1.0M
Connecticut Wealth Management, LLC 0.05% Add +5.1% 4,858 $1.0M
Integrated Advisors Network LLC 0.05% Add +1.2% 4,844 $1.0M
SkyView Investment Advisors, LLC 0.16% New 4,831 $1.0M
Hamilton Point Investment Advisors, LLC 0.18% Add +109.6% 4,749 $1.0M
Quadcap Wealth Management, LLC 0.15% Reduce -1.5% 4,733 $1.0M
Murphy Pohlad Asset Management LLC 0.43% No change 4,730 $1.0M
Csenge Advisory Group 0.05% Reduce -2.1% 4,710 $1.0M
Capital Group Investment Management Pte. LTD. 0.19% Add +8.8% 4,706 $1000K
GAMMA Investing LLC 0.09% Add +21.7% 4,704 $999K
Criterion Capital Advisors, LLC 0.63% No change 4,735 $998K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Add +20.6% 4,694 $997K
Legacy Capital Wealth Partners, LLC 0.25% Add +4.6% 4,673 $993K
Cascade Financial Partners, LLC 0.13% Reduce -9.2% 4,666 $991K
Fjell Capital, LLC 1.02% — 4,657 $989K
Nicolet Bankshares Inc. 0.19% Add +4.6% 4,650 $988K
Independent Advisor Alliance 0.01% Add +119.5% 4,635 $985K
Red Door Wealth Management, LLC 0.15% Add +1.7% 4,612 $980K
Leavell Investment Management, Inc. 0.05% No change 4,607 $979K
Quadrant Private Wealth Management, LLC 0.24% Add +1.6% 4,589 $975K
Boston Financial Mangement LLC 0.03% No change 4,580 $973K
Spire Wealth Management 0.03% Reduce -61.5% 4,561 $969K
Waverly Advisors, LLC 0.01% Add +234.9% 4,538 $964K
Trust Co. of Toledo NA 0.13% Add +7.4% 4,487 $953K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +0.6% 4,470 $950K
Pinnacle Wealth Planning Services, Inc. 0.14% Reduce -23.8% 4,469 $949K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -4.1% 4,463 $948K
Northwest Bank & Trust Co 0.70% Add +1.0% 4,063 $948K
Kentucky Retirement Systems Insurance Trust Fund 0.16% Add +33.5% 19,434 $940K
Westpac Banking Corp. 0.06% Add +9.3% 4,377 $930K
Journey Strategic Wealth LLC 0.03% Add +0.4% 4,372 $929K
Kondo Wealth Advisors, Inc. 0.47% — 4,345 $923K
Advance Capital Management, Inc. 0.04% Reduce -0.2% 4,287 $911K
Jones Financial Companies LLLP 0.00% Add +128.5% 4,280 $909K
Essex Investment Management Co. LLC 0.16% No change 4,267 $906K
Western Wealth Management, LLC 0.05% Add +5.5% 4,265 $906K
Nilsine Partners, LLC 0.10% Add +0.3% 4,253 $903K
Farther Finance Advisors, LLC 0.03% Reduce -0.2% 4,136 $878K
GM Advisory Group, LLC 0.05% Reduce -3.0% 4,070 $864K
Atlantic Union Bankshares Corp 0.05% No change 4,028 $856K
Wingate Wealth Advisors, Inc. 0.84% — 4,022 $854K
Brooklyn Investment Group 0.25% Add +3.4% 4,015 $853K
Allworth Financial LP 0.00% Reduce -2.9% 3,897 $847K
Allred Capital Management, LLC 0.33% Reduce -5.0% 3,984 $846K
Sfmg, LLC 0.07% Add +0.1% 3,969 $843K
Schechter Investment Advisors, LLC 0.06% Reduce -12.1% 3,965 $842K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -10.6% 3,958 $841K
Florida Trust Wealth Management Co 0.03% Add +24.1% 3,956 $840K
Strategic Blueprint, LLC 0.05% Add +0.3% 3,927 $834K
McAdam, LLC 0.05% Add +3.4% 3,901 $829K
Trivium Point Advisory, LLC 0.10% Reduce -2.0% 3,868 $822K
Woodline Partners LP 0.01% New 3,864 $821K
TrinityPoint Wealth, LLC 0.12% Reduce -0.3% 3,854 $819K
AMG National Trust Bank 0.02% No change 3,850 $818K
MassMutual Private Wealth & Trust, FSB 0.02% Add +39.2% 3,802 $808K
Fulton Bank, N.A. 0.03% Reduce -2.0% 3,792 $805K
Quotient Wealth Partners, LLC 0.03% Reduce -5.6% 3,758 $798K
Matthew Goff Investment Advisor, LLC 0.15% No change 3,749 $796K
VeraBank, N.A. 0.22% Reduce -0.8% 3,745 $795K
White Pine Investment CO 0.21% Reduce -1.7% 3,741 $795K
Napatree Capital LLC 0.47% Add +3.8% 3,738 $794K
Williams Jones Wealth Management, LLC. 0.01% No change 3,726 $791K
Stephens Inc. 0.01% Reduce -3.7% 3,724 $791K
Shira Ridge Wealth Management 0.39% Add +0.6% 3,721 $790K
Missouri Trust & Investment Co 0.28% Reduce -3.8% 3,717 $790K
Hutchinson Capital Management 0.15% No change 3,670 $780K
Personal Cfo Solutions, LLC 0.15% Reduce -6.0% 3,661 $778K
Ashton Thomas Securities, LLC 0.21% Add +544.4% 3,628 $771K
Caldwell Trust Co 0.08% Reduce -1.4% 3,616 $768K
Oxford Asset Management LLP 0.35% Add +118.0% 3,615 $768K
Vista Investment Partners LLC 0.24% No change 3,600 $765K
Frank, Rimerman Advisors LLC 0.06% Reduce -0.1% 3,590 $763K
Dakota Wealth Management 0.02% Reduce -5.1% 3,590 $763K
EP Wealth Advisors, LLC 0.01% Add +10.6% 3,581 $761K
Ausdal Financial Partners, Inc. 0.07% Add +0.1% 3,571 $758K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -10.1% 3,386 $758K
Founders Financial Securities LLC 0.07% Add +5.2% 3,557 $756K
Graypoint LLC 0.05% Reduce -4.8% 3,540 $752K
Penserra Capital Management LLC 0.01% Add +50.8% 3,543 $751K
Integrity Alliance, Llc. 0.08% — 3,510 $746K
Mma Asset Management LLC 0.33% No change 3,504 $744K
Board of the Pension Protection Fund 0.86% — 3,500 $743K
Truefg, LLC 0.24% No change 3,500 $743K
Noesis Capital Mangement Corp. 0.14% No change 3,500 $743K
Level Four Advisory Services, LLC 0.03% Add +3.2% 3,497 $743K
Genesee Capital Advisors, LLC 0.35% Reduce -2.2% 3,494 $742K
Buckley Wealth Management, LLC 0.23% Add +2.6% 3,488 $741K
Empower Advisory Group, LLC 0.00% Add +4.6% 3,487 $741K
SG Americas Securities, LLC 0.00% Reduce -99.0% 3,481 $739K
Boothbay Fund Management, LLC 0.02% Add +114.3% 3,473 $738K
Sage Mountain Advisors LLC 0.05% Reduce -5.7% 3,461 $735K
Diversify Advisory Services, LLC 0.04% Reduce -15.8% 3,504 $733K
Rossby Financial, LCC 0.46% — 3,409 $724K
SRN Advisors, LLC 0.64% Reduce -16.0% 3,397 $722K
Prime Capital Investment Advisors, LLC 0.01% Reduce -9.0% 3,390 $720K
Wealthspire Advisors, LLC 0.01% Add +7.0% 3,385 $719K
LGT Group Foundation 0.01% Add +100.4% 3,366 $715K
Cary Street Partners Investment Advisory LLC 0.47% Reduce -89.5% 3,361 $714K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -2.9% 3,334 $708K
Polymer Capital Management (US) LLC 0.23% — 3,320 $705K
Ceeto Capital Group, LLC 0.26% Add +10.0% 3,300 $701K
Compound Planning, Inc. 0.04% Add +0.3% 3,291 $699K
Rodgers Brothers Inc. 0.09% No change 3,250 $690K
Forum Financial Management, LP 0.01% Add +21.3% 3,246 $689K
Texas Capital Bank Wealth Management Services Inc 0.07% Reduce -16.0% 3,244 $689K
Kohmann Bosshard Financial Services, LLC 0.08% No change 3,244 $689K
Proficio Capital Partners LLC 0.06% Add +40.1% 3,244 $689K
Nicolet Advisory Services, LLC 0.06% Add +12.4% 3,293 $689K
Clarius Group, LLC 0.05% Reduce -11.3% 3,233 $687K
Parvin Asset Management, LLC 0.74% — 3,230 $686K
CWA Asset Management Group, LLC 0.03% Reduce -0.1% 3,225 $685K
Chilton Investment Co. Inc. 0.02% Add +5.0% 3,219 $684K
Waller Financial Planning Group, Inc. 0.17% Add +0.3% 3,202 $680K
Duncker Streett & Co. Inc. 0.13% No change 3,200 $680K
Sava Infond d.o.o. 0.12% — 3,200 $680K
R Squared Ltd 0.66% — 3,190 $678K
Bill Few Associates, Inc. 0.24% Reduce -0.5% 3,156 $670K
OmniStar Financial Group, Inc. 0.54% Reduce -1.2% 3,151 $670K
Defined Wealth Management, LLC 0.44% Add +0.2% 3,151 $669K
Mutual Advisors, LLC 0.02% Add +7.3% 3,092 $669K
Gateway Investment Advisers LLC 0.01% Reduce -6.6% 3,121 $663K
Thrive Wealth Management, LLC 0.12% Reduce -0.5% 3,117 $662K
PGIM Custom Harvest LLC 0.01% Add +39.8% 3,100 $659K
Howard Capital Management, LLC 0.01% Add +5.0% 3,100 $658K
Waldron Private Wealth LLC 0.03% Reduce -2.9% 3,098 $658K
Net Worth Advisory Group 0.20% Add +0.2% 3,097 $658K
Delta Investment Management, LLC 0.13% Add +3.7% 3,079 $654K
Foundations Investment Advisors, LLC 0.01% Reduce -2.9% 3,064 $651K
Bison Wealth, LLC 0.14% Add +39.6% 3,064 $651K
Stratos Wealth Partners, LTD. 0.01% Add +0.9% 3,057 $649K
Aaron Wealth Advisors LLC 0.08% Add +4.2% 3,049 $648K
Capital Investment Advisors, LLC 0.01% Reduce -2.5% 3,045 $647K
Vicus Capital 0.06% Add +101.2% 3,040 $646K
SOL Capital Management CO 0.07% No change 3,030 $644K
North Star Asset Management Inc. 0.03% No change 3,030 $644K
Ellevest, Inc. 0.04% Reduce -8.5% 3,027 $643K
AE Wealth Management LLC 0.01% Reduce -5.7% 3,007 $639K
Trust Point Inc. 0.04% Add +3.3% 3,005 $638K
PDS Planning, Inc 0.06% Add +15.4% 2,987 $635K
Financial Counselors Inc. 0.01% Add +0.7% 2,914 $619K
McRae Capital Management Inc. 0.12% No change 2,899 $616K
Arkadios Wealth Advisors 0.03% Add +4.4% 2,874 $611K
Strid Group, LLC 0.10% No change 2,873 $610K
Kearns & Associates LLC 0.39% No change 2,860 $607K
Archvest Wealth Advisors, Inc. 0.44% Reduce -2.0% 2,840 $603K
Sterling Wealth Management, Inc. 0.22% No change 2,813 $598K
James Hambro & Partners LLP 0.02% Add +8.7% 2,811 $597K
Requisite Capital Management, LLC 0.12% No change 2,809 $597K
Spirepoint Private Client, LLC 0.07% Reduce -0.2% 2,808 $596K
Adero Partners, LLC 0.04% Add +3.2% 2,808 $596K
Meritas Wealth Management, LLC 0.36% No change 2,805 $596K
Cornerstone Wealth Management, LLC 0.04% New 2,805 $596K
Montag A & Associates Inc. 0.03% No change 2,800 $595K
Avestar Capital, LLC 0.05% Add +7.2% 2,799 $595K
My Legacy Advisors, LLC 0.23% Add +13.5% 2,787 $592K
Group One Trading LLC 0.02% New 2,787 $592K
Faithward Advisors, LLC 0.10% Add +22.4% 2,780 $590K
Swmg, LLC 0.23% Reduce -0.3% 2,710 $589K
Florida Financial Advisors, LLC 0.26% Add +12.9% 2,769 $588K
New Vernon Investment Management LLC 0.77% New 7,313 $584K
44 Wealth Management LLC 0.22% Reduce -7.7% 2,748 $584K
ICONIQ Capital, LLC 0.01% Add +86.2% 2,745 $583K
Warther Private Wealth, LLC 0.20% Reduce -2.1% 2,740 $582K
Coign Capital Advisors LLC 0.54% — 2,735 $581K
Avalon Trust Co 0.04% Add +3379.5% 2,714 $576K
Delta Financial Group, Inc. 0.13% New 2,708 $575K
Strategic Wealth Partners, Ltd. 0.05% Add +20.7% 2,453 $567K
Premier Path Wealth Partners, LLC 0.09% Reduce -0.0% 2,659 $565K
Capital Advisors Inc. 0.01% No change 2,655 $564K
Amplius Wealth Advisors, LLC 0.06% No change 2,640 $561K
Boston Research & Management Inc. 0.14% No change 2,620 $557K
Gsa Capital Partners LLP 0.04% New 2,613 $555K
Dogwood Wealth Management LLC 0.29% Add +14.1% 2,589 $550K
C2C Wealth Management, LLC 0.51% No change 2,580 $548K
Two Sigma Securities, LLC 0.10% Add +27.1% 2,580 $548K
TFB Advisors LLC 0.16% Add +2.0% 2,576 $547K
Legacy Capital Group California, Inc. 0.17% Reduce -0.2% 2,566 $545K
Prospera Financial Services Inc 0.01% Add +1.5% 2,563 $545K
Equitable Holdings, Inc. 0.01% Add +23.0% 2,549 $541K
Mattern Capital Management, LLC 0.07% Add +14.7% 2,533 $538K
Procyon Advisors, LLC 0.03% Add +5.0% 2,522 $536K
Ofi Invest Asset Management 0.01% — 2,591 $531K
Broderick Brian C 0.10% No change 2,500 $531K
Nations Financial Group Inc, /Ia/ 0.04% Add +5.8% 2,489 $529K
ARS Investment Partners, LLC 0.05% No change 2,478 $526K
Spectrum Wealth Advisory Group, LLC 0.25% New 2,457 $522K
Veltria Advisors Corp. 0.22% Add +4.4% 2,455 $521K
Asahi Life Asset Management Co., LTD. 0.32% Reduce -6.2% 2,440 $518K
Aberdeen Wealth Management LLC 0.35% No change 2,436 $517K
Glenview Trust Co 0.01% Add +0.4% 2,430 $516K
Walter & Keenan Wealth Management LLC /in/ 0.16% Add +0.1% 2,425 $515K
Eads & Heald Wealth Management 0.25% Reduce -4.0% 2,425 $515K
GeoWealth Management, LLC 0.02% Reduce -9.1% 2,405 $511K
Penobscot Investment Management Company, Inc. 0.05% No change 2,392 $508K
Patrick M Sweeney & Associates, Inc. 0.38% No change 2,368 $503K
Geller Advisors LLC 0.03% Reduce -3.4% 2,363 $502K
Stockman Wealth Management, Inc. 0.08% No change 2,360 $501K
Powell Investment Advisors, LLC 0.23% No change 2,359 $501K
Baker Ellis Asset Management LLC 0.07% Add +20.5% 2,348 $499K
Aprio Wealth Management, LLC 0.07% Add +24.1% 2,346 $498K
Chesapeake Asset Management LLC 0.46% Reduce -0.1% 2,345 $498K
Kessler Investment Group, LLC 0.24% Reduce -6.4% 2,337 $496K
D'Orazio & Associates, Inc. 0.07% Reduce -0.6% 2,335 $496K
Scientech Research LLC 0.14% Reduce -72.0% 2,329 $495K
Sigma Planning Corp 0.02% Add +2.9% 2,326 $494K
Dynamic Technology Lab Private Ltd 0.08% Reduce -89.0% 2,320 $493K
Fielder Capital Group LLC 0.15% Add +49.4% 2,321 $493K
Legacy Financial Advisors, Inc. 0.08% Add +0.1% 2,317 $492K
Catalina Capital Group, LLC 0.16% Add +1.6% 2,295 $488K
IHT Wealth Management, LLC 0.02% Reduce -34.7% 2,260 $480K
Financial Advocates Investment Management 0.03% Reduce -45.9% 2,254 $479K
LGT Fund Management Co Ltd. 0.04% New 2,240 $476K
Simon Quick Advisors, LLC 0.03% Add +8.5% 2,238 $475K
Mather Group, Llc. 0.01% Add +5.2% 2,224 $472K
Atala Financial Inc 0.33% — 2,202 $468K
Talisman Wealth Advisors LLC 0.49% Reduce -1.8% 2,194 $466K
OneAscent Financial Services LLC 0.04% Add +44.6% 2,194 $466K
Good Life Advisors, LLC 0.03% New 2,194 $466K
Advisors Capital Management, LLC 0.01% Add +25.3% 2,192 $466K
Great Lakes Advisors, LLC 0.00% Add +80.7% 2,184 $464K
Everpar Advisors LLC 0.23% Add +0.8% 2,183 $464K
Evernest Financial Advisors, LLC 0.12% Reduce -2.5% 2,174 $462K
Parsons Capital Management Inc. 0.03% Add +1.6% 2,166 $460K
111 Capital 0.10% — 2,159 $459K
Citizens Business Bank 0.11% No change 1,096 $456K
WestHill Financial Advisors, Inc. 0.10% No change 2,142 $455K
Tower Bridge Advisors 0.05% Reduce -4.0% 2,129 $452K
Tradewinds, LLC. 0.13% Reduce -4.3% 1,978 $450K
Smith Salley Wealth Management 0.03% Add +2.2% 2,111 $448K
Carolinas Wealth Consulting LLC 0.09% Reduce -0.5% 2,105 $447K
Mosley Wealth Management 0.28% No change 2,035 $446K
Smith & Howard Wealth Management, LLC 0.13% No change 2,100 $446K
Schear Investment Advisers, LLC 0.24% Add +12.7% 2,099 $446K
Cassaday & Co Wealth Management LLC 0.01% No change 2,098 $446K
Mayflower Financial Advisors, LLC 0.07% Add +4.1% 2,093 $445K
Congress Asset Management Co. 0.00% No change 2,087 $443K
Kestra Investment Management, LLC 0.02% Reduce -35.9% 2,082 $442K
Optas, LLC 0.09% Add +6.5% 2,070 $440K
Gratus Wealth Advisors, LLC 0.07% No change 2,060 $438K
Brookstone Capital Management 0.01% Reduce -1.0% 2,059 $437K
Core Alternative Capital 0.09% No change 2,056 $437K
PFG Investments, LLC 0.03% Reduce -15.4% 2,042 $434K
Arax Advisory Partners 0.03% Add +6913.8% 2,034 $432K
Merrion Investment Management Co, LLC 0.30% No change 2,031 $431K
Gladstone Institutional Advisory LLC 0.02% Reduce -14.8% 2,028 $431K
Sentry Investment Management LLC 0.20% Reduce -14.0% 2,025 $430K
Global Endowment Management, LP 0.05% Reduce -2.1% 2,015 $428K
Cynosure Group, LLC 0.06% Reduce -18.7% 2,008 $427K
Kornitzer Capital Management Inc. 0.01% No change 2,000 $425K
S&co Inc. 0.03% No change 2,000 $424K
Fisher Asset Management 0.00% Add +72.3% 1,993 $424K
Gryphon Financial Partners LLC 0.06% Reduce -4.0% 1,987 $422K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,985 $422K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.2% 1,980 $421K
SeaCrest Wealth Management, LLC 0.04% Add +3.9% 1,965 $417K
Wallace Capital Management Inc. 0.06% No change 1,960 $416K
Kanawha Capital Management LLC 0.03% No change 1,960 $416K
Advisors Preferred, LLC 0.07% Reduce -21.2% 1,964 $415K
Avior Wealth Management, LLC 0.02% Reduce -4.0% 1,952 $415K
CKW Financial Group 0.05% Add +0.2% 1,941 $412K
Berkshire Asset Management LLC 0.02% Add +10.8% 1,865 $408K
Prossimo Advisors, LLC 0.29% Add +4.5% 1,910 $406K
Roble, Belko & Company, Inc 0.06% No change 1,910 $406K
Journey Advisory Group, LLC 0.05% No change 1,920 $405K
L2 Asset Management, LLC 0.09% Reduce -2.6% 1,901 $404K
Dark Forest Capital Management LP 0.06% Reduce -65.8% 1,898 $403K
Hexagon Capital Partners LLC 0.07% Add +7.2% 1,886 $401K
Modera Wealth Management, LLC 0.00% Add +2.5% 1,885 $400K
Acima Private Wealth, LLC 0.13% No change 1,881 $400K
Opus Capital Group, LLC 0.05% Reduce -18.0% 1,878 $399K
AGH Wealth Advisors, LLC 0.37% — 1,872 $398K
UMB Bank, n.a. 0.01% Add +26.7% 1,865 $396K
Eastern Bank 0.01% Reduce -4.2% 1,861 $395K
Hall Laurie J Trustee 0.13% No change 1,860 $395K
International Assets Investment Management, LLC 0.03% Reduce -2.5% 1,869 $395K
Heritage Wealth Management, Inc. 0.13% No change 1,852 $393K
Willow Creek Wealth Management Inc. 0.04% Reduce -4.7% 1,849 $393K
Gilbert & Cook, Inc. 0.06% No change 1,846 $392K
Westover Capital Advisors, LLC 0.09% No change 1,843 $391K
Chicago Partners Investment Group LLC 0.01% Add +60.1% 1,851 $391K
Cassady Schiller Wealth Management, LLC 0.14% Add +2.4% 1,841 $391K
Cornerstone Advisory, LLC 0.04% Add +5.8% 1,707 $391K
Evergreen Capital Management LLC 0.01% Reduce -3.8% 1,839 $391K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -13.1% 1,820 $387K
LeClair Wealth Partners LLC 0.26% — 1,821 $387K
Daymark Wealth Partners, LLC 0.02% Add +31.5% 1,807 $384K
Tuttle Capital Management, LLC 1.97% Add +34.6% 1,806 $384K
Norris Perne & French LLP 0.03% No change 1,802 $383K
Harold Davidson & Associates Inc. 0.18% — 1,800 $382K
Litman Gregory Wealth Management LLC 0.03% No change 1,800 $382K
Dillon & Associates Inc. 0.05% No change 1,800 $382K
Northstar Financial Companies, Inc. 0.36% — 1,787 $380K
New Hampshire Trust 0.08% No change 1,778 $378K
Clark Capital Management Group, Inc. 0.00% Add +18.0% 1,777 $377K
Rothschild Investment LLC 0.02% Add +0.4% 1,774 $377K
RDA Financial Network 0.11% Add +5.5% 1,772 $376K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.4% 1,770 $376K
Mayport, LLC 0.11% No change 1,768 $375K
GLOBALT Investments LLC / GA 0.01% Reduce -3.9% 1,754 $373K
Cahaba Wealth Management, Inc. 0.03% Add +0.1% 1,754 $373K
Dynamic Advisor Solutions LLC 0.02% Reduce -25.2% 1,753 $372K
MCF Advisors LLC 0.03% No change 1,745 $371K
Ewa, LLC 0.14% Add +0.2% 1,743 $370K
WINTON GROUP Ltd 0.02% New 1,739 $369K
Keel Point, LLC 0.03% Reduce -15.6% 1,738 $369K
Blueshift Asset Management, LLC 0.13% Add +23.5% 1,735 $369K
Clarkston Capital Partners, LLC 0.01% No change 1,725 $366K
Catalyst Financial Partners LLC 0.07% Add +1.4% 1,722 $366K
Colonial River Investments, LLC 0.18% Add +18.7% 1,717 $365K
SOA Wealth Advisors, LLC. 0.07% Add +0.1% 1,709 $363K
Talon Private Wealth, LLC 0.08% No change 1,708 $363K
Douglass Winthrop Advisors, LLC 0.01% No change 1,708 $363K
ORG Partners LLC 0.05% Add +25.1% 1,707 $363K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,700 $361K
Asset Allocation & Management Company, LLC 0.20% New 1,700 $361K
Moors & Cabot, Inc. 0.02% Add +1.8% 1,690 $359K
Stratos Wealth Advisors, LLC 0.02% Add +30.8% 1,685 $358K
Investment Partners, LTD. 0.15% Add +3.6% 1,684 $358K
Lockerman Financial Group, Inc. 0.61% Add +2.6% 1,684 $358K
Tritonpoint Wealth, LLC 0.03% New 1,676 $356K
Kinloch Capital, LLC 0.18% No change 1,672 $355K
Koshinski Asset Management, Inc. 0.03% Reduce -1.4% 1,657 $352K
Evoke Wealth, LLC 0.01% Add +2.6% 1,652 $351K
First Affirmative Financial Network 0.20% Reduce -9.0% 1,650 $350K
Meridian Wealth Advisors, LLC 0.06% Add +0.2% 1,644 $349K
Dechtman Wealth Management, LLC 0.07% Add +0.1% 1,632 $347K
Pallas Capital Advisors LLC 0.01% Add +31.9% 1,626 $345K
Quantitative Investment Management, LLC 0.03% Reduce -62.7% 1,625 $345K
New Age Alpha Advisors, LLC 0.01% Add +1644.1% 1,622 $345K
Members Wealth LLC 0.26% — 1,504 $344K
Davis R M Inc. 0.01% Reduce -2.6% 1,618 $344K
Plante Moran Financial Advisors, LLC 0.03% No change 1,611 $342K
Mark Sheptoff Financial Planning, LLC 0.18% No change 1,609 $342K
Palisades Hudson Asset Management, L.P. 0.14% No change 1,607 $341K
PUREfi Wealth, LLC 0.33% — 1,598 $339K
Alteri Wealth LLC 0.09% — 1,595 $339K
Carret Asset Management, LLC 0.04% No change 1,590 $338K
Acorn Creek Capital LLC 0.17% Add +0.1% 1,590 $338K
TCI Wealth Advisors, Inc. 0.03% Reduce -14.2% 1,588 $337K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,585 $337K
Capital Management Corp. 0.06% No change 1,580 $336K
FourThought Financial Partners, LLC 0.03% New 1,579 $336K
Alta Advisers Ltd 0.21% Add +7.9% 1,578 $335K
CENTRAL TRUST Co 0.01% Reduce -1.1% 1,577 $335K
Bailard, Inc. 0.01% Add +2.1% 1,570 $333K
Savvy Advisors, Inc. 0.04% Reduce -47.1% 1,567 $333K
Pure Financial Advisors, LLC 0.01% Reduce -40.6% 1,560 $331K
Tyche Wealth Partners LLC 0.07% Add +14.6% 1,554 $330K
TigerOak Management, L.L.C. 0.12% — 1,553 $330K
OneAscent Wealth Management LLC 0.14% Add +36.8% 1,543 $328K
Detalus Advisors, LLC 0.11% No change 1,541 $327K
Veracity Capital LLC 0.12% Reduce -0.9% 1,533 $326K
SlateStone Wealth, LLC 0.03% Reduce -2.8% 1,531 $325K
FSM Wealth Advisors, LLC 0.08% Add +8.3% 1,498 $324K
Summit Global Investments 0.02% Reduce -0.8% 1,522 $323K
Virtu Financial LLC 0.02% Reduce -88.1% 1,518 $322K
Northeast Financial Consultants Inc 0.01% No change 1,514 $322K
FWG Holdings, LLC 0.15% Add +32.5% 1,464 $321K
ExodusPoint Capital Management, LP 0.00% Reduce -91.3% 1,511 $321K
Johnson & White Wealth Management, LLC 0.19% New 1,515 $320K
Aster Capital Management (DIFC) Ltd 0.12% Add +100.9% 1,505 $320K
Flagship Harbor Advisors, LLC 0.02% Reduce -6.2% 1,502 $319K
Stratos Investment Management, LLC 0.02% Reduce -6.2% 1,500 $319K
Yoffe Investment Management, LLC 0.47% — 1,500 $319K
Deseret Mutual Benefit Administrators 0.16% Add +0.3% 1,497 $318K
J.W. Cole Advisors, Inc. 0.01% Add +38.4% 1,495 $317K
Breakwater Capital Group 0.06% Reduce -0.3% 1,479 $314K
Lindbrook Capital, LLC 0.03% Add +0.1% 1,470 $312K
Drive Wealth Management, LLC 0.08% Add +1.4% 1,461 $310K
Austin Private Wealth, LLC 0.03% Add +18.1% 1,458 $310K
Fayez Sarofim & Co 0.00% No change 1,450 $308K
Rockland Trust Co. 0.02% Reduce -5.3% 1,443 $307K
Prestige Wealth Management Group LLC 0.06% Add +5.3% 1,442 $306K
WealthBridge Capital Management, LLC 0.09% Add +29.6% 1,442 $306K
Rehmann Capital Advisory Group 0.02% Add +2.7% 1,437 $305K
Columbia Bank 0.11% Add +1.4% 1,430 $305K
Bolthouse Investments, LLC 0.28% — 1,436 $305K
Bank of New Hampshire 0.08% No change 1,435 $305K
PFS Partners, LLC 0.17% No change 1,434 $305K
Mission Creek Capital Partners, Inc. 0.07% No change 1,433 $304K
Angeles Wealth Management, LLC 0.03% Reduce -9.8% 1,430 $304K
XTX Topco Ltd 0.03% New 1,429 $304K
Simplicity Wealth,LLC 0.06% Add +20.1% 1,426 $303K
Synergy Investment Management, LLC 0.13% — 1,427 $303K
Diligent Investors, LLC 0.07% No change 1,425 $303K
Joel Isaacson & Co., LLC 0.01% Reduce -2.4% 1,424 $302K
Claro Advisors Inc. 0.04% Add +8.6% 1,422 $302K
Wellington Wealth Strategies, LLC. 0.27% New 1,304 $301K
Main Line Retirement Advisors, LLC 0.20% Add +0.1% 1,418 $301K
Ameritas Advisory Services, LLC 0.01% New 1,417 $301K
Essex Bank 0.07% Reduce -1.4% 1,417 $301K
Everett Harris & Co. 0.00% Add +4.3% 1,412 $300K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,403 $298K
Capital Wealth Planning, LLC 0.00% Reduce -12.3% 1,400 $297K
Sterling Group Wealth Management, LLC 0.15% Reduce -11.2% 1,399 $297K
Mitchell & Pahl Private Wealth, LLC 0.14% Reduce -8.6% 1,399 $297K
Pointe Capital Management LLC 0.17% Add +1.6% 1,392 $296K
Cromwell Holdings LLC 0.17% No change 1,390 $295K
Verdence Capital Advisors LLC 0.02% Add +10.9% 1,381 $293K
Rothschild Capital Partners, LLC 0.07% New 1,380 $293K
Tyler-Stone Wealth Management 0.05% Add +20.1% 1,380 $293K
Verus Capital Partners, LLC 0.03% Reduce -18.6% 1,377 $292K
Mairs & Power Inc. 0.00% No change 1,374 $292K
Klingenstein Fields & Co. LP 0.01% No change 1,370 $291K
Harvest Fund Management Co., Ltd 0.01% Reduce -36.0% 1,371 $291K
Continuum Advisory, LLC 0.04% Add +7.6% 1,368 $291K
Stiles Financial Services Inc 0.11% Add +6.4% 1,367 $290K
Marcum Wealth, LLC 0.03% Reduce -0.1% 1,360 $289K
Hollencrest Capital Management 0.01% No change 1,352 $287K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $287K
RFG Advisory, LLC 0.01% Reduce -5.0% 1,349 $287K
Legacy Advisory Services, LLC 0.24% Add +0.4% 1,346 $286K
YHB Investment Advisors, Inc. 0.02% Reduce -3.5% 1,340 $285K
Signature Estate & Investment Advisors LLC 0.01% Reduce -7.7% 1,340 $285K
Farmers & Merchants Investments Inc. 0.01% No change 1,338 $284K
HCR Wealth Advisors 0.04% Reduce -8.8% 1,338 $284K
Colonial Trust Co / SC 0.04% Add +16.9% 1,335 $283K
Millstone Evans Group, LLC 0.19% — 1,325 $281K
Geneos Wealth Management Inc. 0.01% Add +3.7% 1,324 $281K
Aveo Capital Partners, LLC 0.03% Reduce -4.5% 1,322 $281K
Dempze Nancy E 0.16% Reduce -1.5% 1,310 $278K
Great Valley Advisor Group, Inc. 0.01% New 1,305 $277K
CYBER HORNET ETFs LLC 0.27% Add +0.8% 1,302 $277K
Resources Management Corp. /CT/ 0.04% Reduce -1.9% 1,300 $276K
Vestor Capital, LLC 0.02% Add +0.8% 1,292 $274K
Five Oceans Advisors 0.13% Reduce -4.8% 1,289 $274K
Rossmore Private Capital 0.03% Add +10.3% 1,286 $273K
Destination Wealth Management 0.01% Add +10.6% 1,282 $272K
Ignite Planners, LLC 0.06% Add +0.5% 1,287 $272K
Parkside Financial Bank & Trust 0.04% Add +7.8% 1,278 $271K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $271K
Groupama Asset Managment 0.01% Reduce -84.7% 1,279 $271K
Cornerstone Wealth Group, LLC 0.02% Add +2.0% 1,275 $271K
Medallion Wealth Advisors, LLC 0.13% — 1,275 $271K
Victrix Investment Advisors 0.20% — 1,273 $270K
German American Bancorp, Inc. 0.03% Reduce -5.4% 1,273 $270K
Busey Bank 0.01% Reduce -5.7% 1,266 $269K
Trust Co. of Vermont 0.01% Add +188.8% 1,262 $268K
New England Professional Planning Group Inc. 0.13% Add +4.1% 1,261 $268K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +4.1% 1,260 $268K
Ibex Wealth Advisors 0.03% New 1,259 $267K
Resonant Capital Advisors, LLC 0.02% Add +0.6% 1,259 $267K
Twin Focus Capital Partners, LLC 0.04% No change 1,253 $266K
Benchmark Financial Wealth Advisors, LLC 0.09% Add +0.3% 1,253 $266K
Smart Money Group LLC 0.09% No change 1,252 $266K
Nwam LLC 0.02% Reduce -2.9% 1,248 $265K
Wealth Management Associates, Inc. 0.11% Add +13.2% 1,244 $264K
SageView Advisory Group, LLC 0.01% Reduce -3.6% 1,230 $261K
Ballast, Inc. 0.07% Reduce -0.1% 1,230 $261K
Grove Bank & Trust 0.04% Add +10.0% 1,229 $261K
HTLF Bank 0.03% Reduce -6.2% 1,219 $259K
Genesis Private Wealth, LLC 0.14% — 1,218 $259K
E Fund Management Co., Ltd. 0.01% New 1,216 $258K
Duncan Williams Asset Management, LLC 0.10% New 1,215 $258K
Braun-Bostich & Associates Inc. 0.19% Reduce -12.5% 1,214 $258K
Pines Wealth Management, LLC 0.11% — 1,233 $258K
Parthenon LLC 0.03% No change 1,213 $258K
Harbour Investments, Inc. 0.01% Add +2.1% 1,209 $257K
Whalerock Point Partners, LLC 0.06% No change 1,206 $256K
First Nebraska Trust Co 0.02% No change 1,206 $256K
Sapient Capital LLC 0.00% Reduce -4.5% 1,203 $256K
Granite FO LLC 0.15% No change 1,200 $255K
Court Place Advisors, LLC 0.08% Reduce -11.1% 1,200 $255K
Pathway Financial Advisors LLC 0.06% No change 1,200 $255K
Perpetual Ltd 0.00% No change 1,200 $255K
StoneX Group Inc. 0.01% New 1,196 $254K
Insigneo Advisory Services, LLC 0.03% Reduce -19.4% 1,196 $254K
Intellus Advisors LLC 0.04% — 1,191 $253K
Northside Capital Management, LLC 0.07% No change 1,185 $252K
Park Place Capital Corp 0.07% Reduce -2.9% 1,182 $251K
Sunflower Bank, N.A. 0.07% Add +4.0% 1,181 $251K
Quarry LP 0.05% Add +136.9% 1,180 $251K
Beacon Investment Advisory Services, Inc. 0.01% New 1,176 $250K
Heritage Oak Wealth Advisors LLC 0.12% New 1,169 $248K
Moss Adams Wealth Advisors LLC 0.03% Add +10.1% 1,153 $245K
Soltis Investment Advisors LLC 0.02% Add +0.9% 1,152 $245K
Sivia Capital Partners, LLC 0.12% Add +0.3% 1,143 $243K
Richard P Slaughter Associates Inc 0.05% Add +12.6% 1,141 $242K
Schulz Wealth, LTD. 0.19% No change 1,135 $241K
Portfolio Design Labs, LLC 0.05% Add +18.2% 1,129 $240K
Advyzon Investment Management, LLC 0.09% — 1,128 $240K
Wesbanco Bank Inc. 0.01% Add +1.9% 1,126 $239K
Riverview Trust Co 0.22% Add +0.5% 1,122 $238K
Blueprint Investment Partners LLC 0.04% New 1,120 $238K
Avantax Planning Partners, Inc. 0.01% Reduce -0.8% 1,120 $238K
Calydon Capital 0.05% Add +6.1% 1,119 $238K
Principle Wealth Partners LLC 0.02% No change 1,116 $237K
EagleClaw Capital Managment, LLC 0.04% No change 1,114 $237K
Anchor Pointe Wealth Management, LLC 0.30% — 1,106 $234K
Avidian Wealth Enterprises, LLC 0.01% Reduce -1.4% 1,096 $233K
BSW Wealth Partners 0.03% Add +0.6% 1,093 $232K
Jacobi Capital Management LLC 0.02% Add +12.0% 1,092 $232K
Meadow Creek Wealth Advisors LLC 0.17% Add +16.2% 1,088 $231K
Wedbush Securities Inc. 0.01% Reduce -7.0% 1,084 $230K
Compass Capital Corp. /Ma/ 0.09% — 1,082 $230K
Moneco Advisors, LLC 0.02% Add +11.7% 1,080 $229K
Ariston Services Group 0.20% Reduce -0.4% 1,079 $229K
Alpha Financial Partners LLC 0.18% New 1,073 $228K
Cottonwood Capital Advisors, LLC 0.16% Add +17.8% 1,068 $227K
Patron Partners, LLC 0.12% Add +1.1% 1,063 $226K
Trueblood Wealth Management, LLC 0.11% New 1,054 $224K
Mesirow Financial Investment Management, Inc. 0.00% Add +10.5% 1,050 $223K
Obermeyer Wealth Partners 0.01% Add +2.1% 1,046 $222K
Advisory Alpha, LLC 0.01% Add +6.0% 1,043 $222K
HMS Capital Management, LLC 0.11% No change 1,043 $222K
Terril Brothers, Inc. 0.07% New 1,039 $221K
Longboard Asset Management, LP 0.58% — 1,028 $218K
FORA Capital, LLC 0.03% Reduce -96.2% 1,028 $218K
Main Street Financial Solutions, LLC 0.02% Reduce -12.8% 1,026 $218K
BayBridge Capital Group, LLC 0.16% Add +0.4% 1,026 $218K
Means Investment Co., Inc. 0.02% Add +0.1% 1,022 $217K
Wayfinding Financial, LLC 0.12% New 1,026 $217K
Childress Capital Advisors, LLC 0.06% Reduce -0.2% 1,020 $217K
Meridian Wealth Management, LLC 0.01% Add +8.7% 1,020 $217K
HHM Wealth Advisors, LLC 0.03% New 1,018 $216K
Regent Peak Wealth Advisors LLC 0.05% Add +3.0% 1,017 $216K
Horizon Bancorp Inc. 0.10% Reduce -0.9% 1,016 $216K
Family Investment Center, Inc. 0.05% Reduce -3.3% 1,012 $215K
McGlone Suttner Wealth Management, Inc. 0.04% Add +2.2% 1,011 $215K
Members Advisory Group LLC 0.09% Add +0.3% 1,010 $215K
Dudley Capital Management, LLC 0.11% No change 1,010 $215K
Sherbrooke Park Advisers LLC 0.07% New 1,006 $214K
Alpha Family Trust 0.12% No change 1,005 $213K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 1,004 $213K
Bluesphere Advisors LLC 0.10% No change 1,000 $212K
Cypress Capital Group 0.03% Reduce -47.9% 1,000 $212K
R. W. Roge & Company, Inc. 0.11% No change 1,000 $212K
CVA Family Office, LLC 0.03% Add +3.6% 996 $212K
Appleton Partners Inc. 0.02% Add +1.9% 994 $211K
USA Financial Formulas 0.03% Reduce -42.4% 993 $211K
Unique Wealth, LLC 0.04% Add +8.2% 992 $211K
GC Wealth Management RIA, LLC 0.04% Add +2.1% 988 $210K
WPG Advisers, LLC 0.19% — 986 $209K
McLean Asset Management Corp 0.06% Add +0.7% 976 $207K
Retirement Planning Group, LLC 0.01% New 973 $207K
New Covenant Trust Company, N.A. 0.20% Reduce -2.6% 968 $205K
Bingham Private Wealth, LLC 0.22% — 966 $205K
Sax Wealth Advisors, LLC 0.02% Add +1.9% 962 $204K
Schorn Wealth LLC 0.07% Add +0.9% 958 $204K
Stance Capital LLC 0.13% — 956 $203K
Bristlecone Advisors, LLC 0.02% No change 951 $202K
Sound View Wealth Advisors Group, LLC 0.02% New 949 $202K
Riverwater Partners LLC 0.10% Reduce -0.1% 946 $201K
American National Bank & Trust 0.02% Add +3.3% 916 $195K
Painted Porch Advisors LLC 0.09% Add +48.0% 894 $190K
AdvisorNet Financial, Inc 0.02% Reduce -50.4% 872 $185K
Leonteq Securities AG 0.02% Reduce -76.7% 863 $183K
Independence Bank of Kentucky 0.03% No change 862 $183K
Atlatl Advisers LLC 0.10% — 833 $177K
Chilton Capital Management LLC 0.01% No change 833 $177K
Hemington Wealth Management 0.04% Add +6.7% 768 $163K
St Germain D J Co. Inc. 0.01% Reduce -3.2% 752 $160K
Pacific Center for Financial Services 0.04% Add +452.2% 751 $160K
Nova Wealth Management, Inc. 0.14% — 746 $158K
Versant Capital Management, Inc 0.03% Add +37.3% 743 $158K
Catalyst Capital Advisors LLC 0.00% Add +422.3% 726 $154K
Bruce G. Allen Investments, LLC 0.12% Add +0.3% 712 $151K
Lavaca Capital LLC 0.07% New 700 $149K
Tobam 0.05% Reduce -20.9% 695 $148K
Raleigh Capital Management Inc. 0.05% Reduce -1.8% 660 $140K
Wintrust Investments LLC 0.12% Reduce -2.5% 658 $139K
Rosenberg Matthew Hamilton 0.04% No change 644 $137K
SBI Securities Co., Ltd. 0.00% — 642 $136K
Park Square Financial Group, LLC 0.09% — 639 $136K
Bogart Wealth, LLC 0.01% Add +6.2% 617 $131K
First Horizon Advisors, Inc. 0.00% Add +14.2% 596 $127K
Minot DeBlois Advisors LLC 0.12% — 595 $126K
Eisler Capital Management Ltd. 0.00% — 587 $124K
Mowery & Schoenfeld Wealth Management, LLC 0.24% Add +40.7% 581 $123K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.07% — 572 $121K
Armstrong Advisory Group, Inc. 0.01% No change 559 $119K
Tortoise Investment Management, LLC 0.01% Add +30.2% 556 $118K
Washington Trust Advisors, Inc. 0.01% No change 550 $117K
Anchor Investment Management, LLC 0.01% No change 517 $110K
Union Savings Bank 0.05% No change 512 $109K
Whipplewood Advisors, LLC 0.06% — 505 $107K
Tompkins Financial Corp. 0.01% No change 502 $107K
Beacon Capital Management, LLC 0.01% Add +23.4% 491 $104K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 480 $102K
Sachetta, LLC 0.04% Add +137.3% 477 $101K
Johnson Financial Group, Inc. 0.00% Add +15.1% 464 $101K
Bayforest Capital Ltd 0.12% — 468 $99K
Richardson Financial Services Inc. 0.07% Add +67.6% 461 $98K
Eagle Bay Advisors LLC 0.06% Reduce -2.5% 458 $97K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.4% 458 $97K
Harbor Investment Advisory, LLC 0.01% No change 455 $97K
Hara Capital LLC 0.06% No change 453 $96K
Islay Capital Management, LLC 0.07% No change 450 $96K
MV Capital Management, Inc. 0.01% Reduce -0.5% 446 $95K
S&T Bank 0.03% New 430 $91K
Pittenger & Anderson Inc. 0.00% Reduce -4.5% 429 $91K
New England Capital Financial Advisors LLC 0.04% Reduce -6.6% 426 $91K
Evelyn Partners Investment Management Services Ltd 0.02% — 420 $89K
Kozak & Associates, Inc. 0.02% Reduce -3.2% 420 $89K
DHJJ Financial Advisors, Ltd. 0.03% No change 410 $87K
Addison Advisors LLC 0.02% Add +41.0% 409 $87K
Ancora Advisors LLC 0.00% Add +0.5% 401 $85K
Empirical Asset Management, LLC 0.03% Add +28.8% 22,934 $84K
Heritage Wealth Advisors 0.00% Add +1.6% 394 $84K
Capital A Wealth Management, LLC 0.13% — 382 $81K
Cornerstone National Bank & Trust Co 0.04% No change 375 $80K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $79K
Centricity Wealth Management, LLC 0.07% — 372 $79K
Aventura Private Wealth, LLC 0.04% — 363 $77K
Silvant Capital Management LLC 0.00% No change 358 $76K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -10.6% 355 $75K
Legacies Wealth LLC 0.06% No change 334 $71K
Morse Asset Management, Inc 0.02% No change 334 $71K
Quent Capital, LLC 0.01% Add +0.9% 331 $70K
Webster Bank, N. A. 0.01% No change 328 $70K
Arlington Trust Co LLC 0.01% No change 327 $69K
Sandy Spring Bank 0.00% Reduce -12.2% 316 $67K
Dunhill Financial, LLC 0.03% Add +8.6% 315 $67K
HighMark Wealth Management LLC 0.04% No change 308 $65K
Logan Capital Management Inc. 0.00% Add +1.3% 306 $65K
First Financial Corp. 0.03% New 303 $64K
Chelsea Counsel Co. 0.03% No change 300 $64K
General Partner, Inc. 0.04% No change 298 $63K
Trifecta Capital Advisors, LLC 0.01% No change 289 $61K
Caldwell Sutter Capital, Inc. 0.03% Add +0.7% 288 $61K
Perkins Coie Trust Co 0.01% No change 286 $61K
Fortitude Family Office, LLC 0.02% No change 285 $61K
Glen Eagle Advisors, LLC 0.01% No change 284 $60K
Virtus Investment Advisers, LLC 0.05% No change 266 $57K
Physician Wealth Advisors, Inc. 0.01% New 264 $56K
Pension & Wealth Management Advisors, Inc. 0.02% No change 264 $56K
Nemes Rush Group LLC 0.01% Add +13.4% 262 $56K
Rise Advisors, LLC 0.03% Add +1.2% 255 $54K
Financial Management Professionals, Inc. 0.01% No change 254 $54K
CoreCap Advisors, LLC 0.00% Add +12.8% 246 $52K
Iron Horse Wealth Management, LLC 0.02% No change 240 $51K
J.Safra Asset Management Corp 0.00% New 239 $51K
GW&K Investment Management, LLC 0.00% Add +5.9% 234 $50K
LRI Investments, LLC 0.00% Add +121.7% 235 $50K
Lee Danner & Bass Inc. 0.00% New 231 $49K
Covestor Ltd 0.03% Add +29.1% 231 $49K
SouthState Bank Corp 0.00% No change 221 $47K
Halbert Hargrove Global Advisors, LLC 0.00% New 210 $45K
Bangor Savings Bank 0.00% No change 206 $44K
First United Bank & Trust 0.02% No change 205 $44K
Rogco, LP 0.02% No change 202 $43K
Golden State Wealth Management, LLC 0.01% — 194 $41K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.0% 195 $41K
Ridgewood Investments LLC 0.02% No change 193 $41K
Salomon & Ludwin, LLC 0.00% Reduce -59.3% 190 $40K
Intelligent Financial Strategies 0.02% No change 189 $40K
Bell Investment Advisors, Inc 0.01% Reduce -4.6% 188 $40K
Transce3nd, LLC 0.01% — 183 $39K
Hilltop National Bank 0.01% Reduce -9.4% 182 $39K
Albion Financial Group 0.00% New 180 $38K
Frazier Financial Advisors, LLC 0.03% No change 178 $38K
Elevation Wealth Partners, LLC 0.02% Add +21.1% 178 $38K
Ameriflex Group, Inc. 0.02% — 171 $37K
Sierra Ocean, LLC 0.03% — 171 $36K
Canton Hathaway, LLC 0.01% No change 164 $35K
Hanson & Doremus Investment Management 0.01% No change 163 $35K
JFS Wealth Advisors, LLC 0.00% Reduce -24.2% 160 $34K
Tradewinds Capital Management, LLC 0.01% No change 157 $33K
Global Financial Private Client, LLC 0.01% Add +4.0% 157 $33K
Financial Life Planners 0.03% — 155 $33K
Indiana Trust & Investment Management Co 0.01% Add +22.8% 151 $32K
Atlas Capital Advisors Inc. 0.00% Reduce -4.4% 151 $32K
Cornerstone Planning Group LLC 0.01% Add +2.2% 138 $31K
Nvwm, LLC 0.01% Reduce -2.7% 142 $30K
Motco 0.00% Reduce -92.3% 140 $30K
Clear Investment Research, LLC 0.04% No change 139 $30K
Meeder Asset Management Inc. 0.00% Reduce -5.4% 139 $30K
Private Wealth Management Group, LLC 0.01% Add +22.1% 138 $29K
Solstein Capital, LLC 0.02% No change 135 $29K
Cherry Tree Wealth Management, LLC 0.01% Add +2.3% 132 $28K
Piscataqua Savings Bank 0.02% No change 129 $27K
Asset Dedication, LLC 0.00% No change 124 $26K
Sunbelt Securities, Inc. 0.00% No change 118 $25K
Crewe Advisors LLC 0.00% Reduce -32.3% 111 $24K
Caitong International Asset Management Co., Ltd 0.02% — 110 $23K
REAP Financial Group, LLC 0.01% No change 110 $23K
Key Financial Inc 0.01% No change 106 $23K
Clean Yield Group 0.01% No change 105 $22K
Coppell Advisory Solutions LLC 0.00% Add +108.0% 104 $22K
Capital Analysts, LLC 0.00% Reduce -30.5% 105 $22K
2UniFi Bank 0.01% — 101 $21K
Abound Wealth Management 0.01% Reduce -3.9% 100 $21K
Colonial Trust Advisors 0.00% No change 100 $21K
WealthCollab, LLC 0.01% No change 95 $20K
High Note Wealth, LLC 0.01% New 95 $20K
Altshuler Shaham Ltd 0.00% Add +1.1% 94 $20K
NFSG Corp 0.01% No change 93 $20K
Birchbrook, Inc. 0.01% New 92 $20K
DT Investment Partners, LLC 0.00% No change 90 $19K
Slocum, Gordon & Co LLP 0.02% No change 90 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $19K
Murphy & Mullick Capital Management Corp 0.02% — 88 $19K
WR Wealth Planners, LLC 0.01% Add +2.3% 88 $19K
Oakworth Capital, Inc. 0.00% No change 85 $18K
Atwood & Palmer Inc. 0.00% No change 81 $17K
Valley Wealth Managers, Inc. 0.00% No change 80 $17K
Darwin Wealth Management, LLC 0.01% No change 80 $17K
First Pacific Financial 0.00% Add +1.3% 80 $17K
Mascoma Wealth Management LLC 0.00% Add +56.0% 78 $17K
Gleason Group, Inc. 0.00% No change 76 $16K
GHP Investment Advisors, Inc. 0.00% No change 72 $15K
Silicon Valley Capital Partners 0.00% Add +1.4% 72 $15K
Creekmur Asset Management LLC 0.00% No change 70 $15K
Aspect Partners, LLC 0.01% Reduce -2.9% 68 $14K
Steph & Co. 0.00% Reduce -36.2% 67 $14K
Fairway Wealth LLC 0.01% New 66 $14K
Field & Main Bank 0.00% No change 65 $14K
Copia Wealth Management 0.01% — 62 $13K
Perritt Capital Management Inc 0.01% No change 61 $13K
Tanglewood Legacy Advisors, LLC 0.01% No change 61 $13K
Pflug Koory, LLC 0.00% No change 61 $13K
Northwest Capital Management Inc 0.01% No change 58 $12K
Operose Advisors LLC 0.00% Reduce -79.4% 58 $12K
Creative Financial Designs Inc. 0.00% No change 57 $12K
Evermay Wealth Management LLC 0.00% No change 55 $12K
Avion Wealth 0.00% Add +4.0% 52 $11K
Raffa Wealth Management, LLC 0.00% Reduce -44.0% 51 $11K
POM Investment Strategies, LLC 0.01% New 48 $10K
Westend Capital Management, LLC 0.00% No change 48 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 45 $10K
Horizons Wealth Management 0.01% No change 44 $9K
Flagship Wealth Advisors, LLC 0.01% — 43 $9K
Red Tortoise LLC 0.00% No change 43 $9K
ESL Trust Services, LLC 0.00% No change 43 $9K
FSA Wealth Management LLC 0.00% No change 42 $9K
Winch Advisory Services, LLC 0.00% New 42 $9K
Coastline Trust Co 0.00% No change 42 $9K
Roxbury Financial LLC 0.01% — 38 $9K
Crews Bank & Trust 0.00% — 39 $8K
Bfsg, LLC 0.00% No change 39 $8K
Valued Wealth Advisors LLC 0.01% Add +5.6% 38 $8K
MeadowBrook Investment Advisors LLC 0.01% No change 36 $8K
Human Investing LLC 0.00% New 36 $8K
TFC Financial Management, Inc. 0.00% No change 36 $8K
Creative Capital Management Investments LLC 0.00% No change 35 $7K
Tsfg, LLC 0.00% No change 34 $7K
GPS Wealth Strategies Group, LLC 0.00% Reduce -8.6% 32 $7K
Old Second National Bank of Aurora 0.00% New 31 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.1% 31 $7K
Laurel Wealth Advisors LLC 0.00% No change 30 $6K
Caitlin John, LLC 0.00% No change 30 $6K
Rakuten Securities, Inc. 0.00% Add +172.7% 30 $6K
Clearstead Trust, LLC 0.00% Reduce -11.8% 30 $6K
Westside Investment Management, Inc. 0.00% No change 30 $6K
Sound Income Strategies, LLC 0.00% Reduce -62.3% 29 $6K
Quest 10 Wealth Builders, Inc. 0.01% — 29 $6K
Tacita Capital Inc 0.00% No change 29 $6K
McIlrath & Eck, LLC 0.00% No change 29 $6K
Legacy Investment Solutions, LLC 0.00% Reduce -60.9% 25 $6K
Legacy Wealth Managment, LLC 0.00% Reduce -60.9% 25 $6K
New Wave Wealth Advisors LLC 0.00% New 26 $6K
True Wealth Design, LLC 0.00% Reduce -61.5% 25 $5K
Glass Jacobson Investment Advisors llc 0.00% New 25 $5K
Toth Financial Advisory Corp. 0.00% No change 25 $5K
Conquis Financial LLC 0.01% — 25 $5K
Carolina Wealth Advisors, LLC 0.00% No change 25 $5K
Ruedi Wealth Management, Inc. 0.00% No change 24 $5K
Provenance Wealth Advisors, LLC 0.00% No change 24 $5K
HBC Financial Services, PLLC 0.00% No change 28 $5K
SJS Investment Consulting Inc. 0.00% Reduce -75.8% 23 $5K
Stephens Consulting, LLC 0.00% Reduce -67.7% 22 $5K
TD Capital Management LLC 0.00% No change 21 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
Salem Investment Counselors Inc. 0.00% Reduce -64.9% 20 $4K
Tucker Asset Management LLC 0.00% New 20 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% — 19 $4K
Global Wealth Strategies & Associates 0.00% New 19 $4K
North Star Investment Management Corp. 0.00% Reduce -48.6% 18 $4K
Main Street Group, LTD 0.00% No change 17 $4K
Longfellow Investment Management Co. LLC 0.00% No change 17 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 17 $4K
BankPlus Trust Department 0.00% — 16 $3K
Archer Investment Corp 0.00% No change 16 $3K
GoalVest Advisory LLC 0.00% New 16 $3K
Highline Wealth Partners LLC 0.00% Reduce -44.4% 15 $3K
Principia Wealth Advisory, LLC 0.00% — 15 $3K
Crowley Wealth Management, Inc. 0.00% — 15 $3K
Financial Perspectives, Inc 0.00% No change 12 $3K
PayPay Securities Corp 0.11% New 12 $3K
Asset Planning,Inc 0.00% — 12 $3K
NewSquare Capital LLC 0.00% New 12 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 12 $3K
Winnacle Wealth LLC 0.00% — 11 $2K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -61.9% 8 $2K
Clal Insurance Enterprises Holdings Ltd 0.00% New 8 $2K
MPWM Advisory Solutions, LLC 0.00% — 9 $2K
BOK Financial Private Wealth, Inc. 0.00% New 8 $2K
Lummis Asset Management, LP 0.00% No change 8 $2K
Cape Investment Advisory, Inc. 0.00% New 8 $2K
Parkworth Wealth Management, Inc. 0.00% — 6 $1K
Fairman Group, LLC 0.00% Reduce -53.9% 6 $1K
1620 Investment Advisors, Inc. 0.00% No change 6 $1K
WealthTrak Capital Management LLC 0.00% — 5 $1K
Redwood Park Advisors LLC 0.00% — 5 $1K
Sugar Maple Asset Management, LLC 0.00% New 5 $1K
Truvestments Capital LLC 0.00% New 5 $1K
Country Trust Bank 0.00% Reduce -16.7% 5 $1K
WestEnd Advisors, LLC 0.00% Add +25.0% 5 $1K
Wood Tarver Financial Group, LLC 0.00% — 9 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -33.3% 2 $1K
West Branch Capital LLC 0.00% No change 4 $850
Activest Wealth Management 0.00% New 4 $850
Van Hulzen Asset Management, LLC 0.00% New 3 $638
Y.D. More Investments Ltd 0.00% Add +121.2% 606 $353

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