Marsh & McLennan CosMRSH

13F holders, Q1 2025 (March 31)
1,626holders +49
154new positions
99sold out
9famous investors
$243.93avg. 13F price*

At the end of Q1 2025, 1,626 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, up 49 from Q4 2024. 154 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($11.1B), BlackRock, Inc. ($9.9B) and FMR LLC ($5.4B). 9 famous investors held it, including Tom Gayner (1.6% of Markel Group's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions154$187.8M
Exits99$207.5M

All 13F filers, Q4 2024 → Q1 2025: 22,839,627 shares bought and 22,769,361 shares sold, net +70,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,626 holders

Vanguard Group Inc. 0.20% Add +1.3% 45,321,445 $11.1B
BlackRock, Inc. 0.21% Reduce -2.5% 40,601,219 $9.9B
FMR LLC 0.35% Add +4.3% 22,151,590 $5.4B
State Street Corp. 0.22% Add +1.1% 21,490,479 $5.2B
Capital International Investors 0.88% Add +0.2% 18,274,214 $4.5B
Capital World Investors 0.70% Add +0.7% 17,651,003 $4.3B
Wellington Management Group LLP 0.60% Add +54.2% 12,814,788 $3.1B
Geode Capital Management, LLC 0.24% Add +3.6% 12,487,735 $3.0B
Massachusetts Financial Services Co. 0.82% Reduce -2.4% 10,097,141 $2.5B
T. Rowe Price Associates Inc. 0.26% Reduce -16.0% 8,527,241 $2.1B
Ameriprise Financial Inc. 0.52% Reduce -6.5% 7,793,082 $1.9B
Bank of America Corp. 0.15% Add +9.8% 7,143,588 $1.7B
Morgan Stanley 0.12% Add +4.2% 6,841,775 $1.7B
Capital Research Global Investors 0.35% Add +171.9% 6,580,931 $1.6B
Mawer Investment Management Ltd. 7.04% Reduce -4.0% 5,972,112 $1.5B
Northern Trust Corp. 0.21% Reduce -0.7% 5,893,411 $1.4B
Norges Bank 0.20% Reduce -1.8% 5,717,471 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.32% Reduce -0.7% 5,180,922 $1.3B
UBS Group AG 0.26% Add +10.9% 4,744,828 $1.2B
Goldman Sachs Group Inc. 0.20% Add +7.9% 4,345,211 $1.1B
Nuveen, LLC 0.32% — 4,256,009 $1.0B
JPMorgan Chase & Co. 0.08% Reduce -12.0% 4,233,038 $1.0B
Wells Fargo & Company 0.21% Add +3.6% 3,589,842 $876.0M
Artisan Partners Limited Partnership 1.35% Reduce -2.1% 3,411,336 $832.5M
Legal & General Group Plc 0.22% Reduce -5.4% 3,343,299 $815.9M
Bank of New York Mellon Corp 0.16% Reduce -0.6% 3,266,886 $797.2M
Deutsche Bank AG 0.31% Reduce -13.2% 3,227,890 $787.7M
Clearbridge Investments, LLC 0.63% Reduce -2.7% 2,943,040 $718.2M
Charles Schwab Investment Management Inc. 0.13% Add +2.4% 2,858,136 $697.5M
Parnassus Investments, LLC 1.64% Reduce -21.6% 2,797,477 $682.7M
Primecap Management Co. 0.54% Reduce -1.6% 2,687,926 $655.9M
Royal Bank of Canada 0.14% Add +8.1% 2,646,125 $645.7M
Jensen Investment Management Inc. 7.10% Reduce -13.5% 2,629,686 $641.7M
Nippon Life Insurance Co. 10.15% No change 2,622,700 $640.0M
Invesco Ltd. 0.12% Reduce -8.2% 2,595,714 $633.4M
Longview Partners (Guernsey) LTD 4.72% Reduce -6.1% 2,405,616 $587.0M
Ninety One UK Ltd 1.61% Add +153.7% 2,370,678 $578.5M
Lazard Asset Management LLC 0.96% Reduce -14.5% 2,338,379 $570.6M
Stifel Financial Corp. 0.59% Add +2.1% 2,271,586 $554.3M
California Public Employees Retirement System 0.37% Reduce -3.0% 2,171,746 $530.0M
Ako Capital LLP 6.72% Add +2.9% 2,121,730 $517.8M
Barclays PLC 0.24% Reduce -15.3% 2,118,514 $517.0M
Dimensional Fund Advisors LP 0.13% Add +1.7% 2,062,278 $503.2M
Robeco Institutional Asset Management B.V. 0.94% Add +18.2% 1,978,219 $482.7M
Bahl & Gaynor LLC 2.44% Add +2.9% 1,960,496 $478.4M
Janus Henderson Group PLC 0.26% Reduce -6.0% 1,942,306 $470.8M
BNP Paribas Financial Markets 0.31% Add +51.9% 1,627,515 $397.2M
Franklin Resources Inc. 0.11% Add +66.3% 1,542,849 $376.5M
Amundi 0.14% Reduce -62.5% 1,528,870 $373.5M
Navera Investment Management Ltd. 6.75% Add +5.0% 1,511,296 $368.8M
HSBC Holdings PLC 0.23% Reduce -0.4% 1,399,608 $340.7M
Alliancebernstein L.P. 0.12% Add +4.1% 1,392,735 $339.9M
Swiss National Bank 0.24% Reduce -0.3% 1,385,100 $338.0M
Envestnet Asset Management Inc. 0.10% Add +1.4% 1,241,197 $302.9M
CANADA LIFE ASSURANCE Co 0.52% Add +1.5% 1,205,627 $294.8M
W1M Investment Management Ltd 4.55% Add +2.8% 1,205,958 $294.3M
Acadian Asset Management LLC 0.83% Reduce -23.2% 1,205,122 $294.1M
Sumitomo Mitsui Trust Group, Inc. 0.21% Add +0.5% 1,189,105 $290.2M
Qube Research & Technologies Ltd 0.44% Reduce -20.0% 1,162,486 $283.7M
DekaBank Deutsche Girozentrale 0.55% Reduce -1.5% 1,175,283 $280.1M
FIL Ltd 0.26% Add +0.5% 1,141,469 $278.6M
Findlay Park Partners LLP 2.84% Add +27.3% 1,130,367 $275.8M
American Century Companies Inc. 0.17% Reduce -1.7% 1,105,037 $269.7M
First Trust Advisors LP 0.23% Reduce -4.3% 1,077,600 $263.0M
Aviva PLC 0.62% Add +4.4% 1,048,515 $255.9M
Storebrand Asset Management As 0.79% Reduce -15.0% 996,143 $243.1M
Caisse de depot et placement du Quebec 0.51% Add +19.9% 992,436 $242.2M
Rhumbline Advisers 0.23% Add +3.0% 989,962 $241.6M
National Pension Service 0.23% Add +4.8% 978,462 $238.8M
Voloridge Investment Management, LLC 0.88% Reduce -5.9% 976,695 $238.3M
TD Asset Management Inc 0.22% Add +18.7% 968,810 $236.4M
Raymond James Financial Inc. 0.09% Reduce -4.4% 933,112 $227.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.26% Reduce -5.9% 896,756 $218.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.20% Add +11.8% 891,714 $217.6M
Polar Capital Holdings Plc 1.31% No change 874,000 $213.3M
Bank of Montreal 0.11% Reduce -15.1% 852,473 $208.0M
California State Teachers Retirement System 0.26% Reduce -1.0% 849,663 $207.3M
Principal Financial Group Inc. 0.12% Add +0.4% 840,293 $205.1M
Alphinity Investment Management Pty Ltd 1.37% Reduce -65.9% 827,566 $202.0M
D. E. Shaw & Co. 0.25% Add +133.8% 806,914 $196.9M
Natixis Advisors, LLC 0.36% Add +2.0% 804,753 $196.4M
Montrusco Bolton Investments Inc. 2.56% Add +9.6% 823,645 $194.8M
Nordea Investment Management AB 0.20% Reduce -10.6% 778,763 $190.4M
Rathbones Group PLC 0.91% Add +17.5% 770,666 $188.1M
Capital Group Private Client Services, Inc. 1.83% Reduce -3.2% 767,655 $187.3M
Manufacturers Life Insurance Company, The 0.17% Reduce -23.8% 748,006 $182.5M
Markel Group 1.61% Add +1.1% 743,500 $181.4M
Mackenzie Financial Corp. 0.25% Reduce -5.0% 731,080 $178.4M
Epoch Investment Partners, Inc. 0.91% Add +25.5% 720,834 $175.9M
Lord, Abbett & Co. LLC 0.61% No change 667,046 $162.8M
Assetmark, Inc. 0.44% Reduce -1.3% 658,152 $160.6M
Swedbank AB 0.21% Add +132.8% 651,830 $159.1M
Prudential Financial Inc. 0.22% Add +31.7% 637,307 $155.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.32% Add +12.8% 630,885 $154.0M
New York State Common Retirement Fund 0.23% Reduce -6.3% 628,919 $153.5M
Renaissance Technologies 0.23% Add +23.0% 619,000 $151.1M
Worldquant Millennium Advisors LLC 0.93% Reduce -2.0% 603,467 $147.3M
CCLA Investment Management 2.60% Add +9.6% 601,373 $146.7M
PNC Financial Services Group, Inc. 0.08% Add +1.4% 595,851 $145.4M
Citigroup Inc. 0.11% Add +73.4% 574,994 $140.3M
Credit Agricole S A 0.52% Reduce -15.4% 569,410 $139.0M
AQR Capital Management 0.14% Add +33.0% 551,616 $134.6M
Bradley Foster & Sargent Inc. 2.25% Add +2.4% 539,387 $131.6M
Pictet Asset Management Holding SA 0.14% Reduce -1.8% 529,076 $129.1M
State Board of Administration of Florida Retirement System 0.23% No change 478,179 $116.7M
National Bank of Canada 0.13% Reduce -28.3% 470,235 $114.8M
Johnson Investment Counsel Inc. 1.09% Add +0.1% 461,278 $112.6M
Mariner, LLC 0.19% Add +2.7% 460,802 $112.4M
Bristol Gate Capital Partners Inc. 5.25% Add +0.7% 440,348 $107.5M
TrinityBridge Ltd 3.08% Reduce -34.1% 439,340 $107.2M
Impax Asset Management Group plc 0.64% Reduce -71.6% 440,881 $106.4M
Birch Hill Investment Advisors LLC 4.98% Add +0.1% 430,488 $105.1M
Healthcare of Ontario Pension Plan Trust Fund 0.23% Reduce -8.2% 426,856 $104.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.30% Add +19.4% 421,095 $102.8M
Capital International, Inc. 1.25% Reduce -0.1% 420,421 $102.6M
Millennium Management 0.10% Reduce -46.1% 417,979 $102.0M
Schroder Investment Management Group 0.10% Reduce -13.5% 402,611 $97.6M
Sterling Capital Management LLC 1.45% Add +13.8% 382,708 $93.4M
Aberdeen Group plc 0.18% Reduce -41.5% 379,069 $92.2M
Mitsubishi UFJ Trust & Banking Corp 0.24% Add +3.2% 376,980 $92.0M
Russell Investments Group, Ltd. 0.13% Reduce -18.7% 375,247 $91.5M
Erste Asset Management GmbH 1.14% Add +3.5% 366,489 $89.2M
APG Asset Management N.V. 0.28% Reduce -5.1% 393,736 $88.9M
Corient Private Wealth LP 0.14% Add +0.1% 361,411 $88.2M
Truist Financial Corp. 0.14% Reduce -1.4% 360,865 $88.1M
Adage Capital Partners Gp, L.L.C. 0.16% Reduce -3.1% 357,861 $87.3M
Silvercrest Asset Management Group LLC 0.61% Add +9.4% 348,798 $85.1M
New York State Teachers Retirement System 0.19% Reduce -3.5% 344,589 $84.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% Add +1.0% 344,456 $84.1M
Los Angeles Capital Management LLC 0.37% Reduce -12.7% 340,457 $83.1M
HighTower Advisors, LLC 0.11% Add +2.9% 333,113 $81.3M
Danske Bank A/S 0.25% Add +18.4% 332,725 $81.2M
Nomura Asset Management Co. Ltd. 0.25% Reduce -10.5% 329,862 $80.5M
Quilter Plc 1.66% Add +9.8% 328,257 $80.1M
Korea Investment CORP 0.19% Add +5.0% 324,608 $79.2M
Jennison Associates LLC 0.06% Reduce -42.6% 323,341 $78.9M
LPL Financial LLC 0.03% Add +9.9% 324,035 $78.7M
Voya Investment Management LLC 0.10% Add +58.7% 321,188 $78.4M
Baird Financial Group, Inc. 0.15% Reduce -1.2% 316,612 $77.3M
Madison Asset Management, LLC 0.86% Add +15.5% 314,949 $76.9M
Raiffeisen Bank International AG 1.17% Reduce -5.3% 303,725 $73.6M
T. Rowe Price Investment Management, Inc. 0.05% Add +670.2% 300,477 $73.3M
Crawford Investment Counsel Inc. 1.26% Reduce -22.8% 291,285 $71.1M
State of Wisconsin Investment Board 0.18% Reduce -6.1% 285,815 $69.7M
Sei Investments Co. 0.09% Reduce -6.1% 277,734 $67.8M
Calamos Advisors LLC 0.46% Add +4.5% 276,184 $67.4M
Allianz Asset Management GmbH 0.10% Reduce -22.0% 274,551 $67.0M
Coho Partners, Ltd. 4.03% Reduce -29.0% 273,841 $66.8M
Cerity Partners LLC 0.13% Add +107.7% 260,963 $63.7M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -0.0% 258,356 $63.0M
Donaldson Capital Management, LLC 2.33% Add +2.6% 252,203 $61.5M
Vaughan David Investments LLC 1.44% Reduce -0.9% 252,046 $61.5M
Teewinot Capital Advisers, L.L.C. 5.99% Add +21.9% 240,084 $58.6M
Boston Trust Walden Corp 0.42% Reduce -2.3% 237,831 $58.0M
Royal London Asset Management Ltd. 0.14% Add +10.3% 236,140 $57.6M
AMF Tjanstepension AB 0.42% Reduce -3.8% 232,340 $56.7M
Kayne Anderson Rudnick Investment Management LLC 0.14% Reduce -3.6% 231,933 $56.6M
Banque Pictet & Cie SA 0.60% Add +11.2% 231,586 $56.5M
Panagora Asset Management Inc. 0.28% Add +81.0% 230,704 $56.3M
Treasurer of the State of North Carolina 0.22% Add +1.4% 225,729 $55.1M
Asset Management One Co., Ltd. 0.19% Add +6.0% 222,158 $54.2M
Flputnam Investment Management Co. 1.00% Add +0.3% 218,028 $53.2M
Ycg, LLC 4.16% Reduce -0.1% 217,885 $53.2M
Public Employees Retirement System of Ohio 0.19% Reduce -8.8% 216,914 $52.9M
Two Sigma Investments, LP 0.12% Reduce -59.7% 214,871 $52.4M
Bank Pictet & Cie (Europe) AG 1.23% Add +20.9% 211,674 $51.7M
Bowen Hanes & Co. Inc. 1.43% Reduce -2.0% 210,821 $51.4M
Pathstone Holdings, LLC 0.22% Reduce -1.3% 210,129 $51.3M
Squarepoint Ops LLC 0.12% Reduce -55.3% 206,552 $50.4M
Fifth Third Bancorp 0.19% Reduce -13.9% 206,262 $50.3M
Ilmarinen Mutual Pension Insurance Co 0.44% Add +12.0% 205,900 $50.2M
Bank of Nova Scotia 0.11% Reduce -20.1% 205,865 $50.2M
Citadel Advisors 0.05% Reduce -46.5% 204,175 $49.8M
Teacher Retirement System of Texas 0.21% Reduce -38.4% 203,676 $49.7M
Abn Amro Investment Solutions 1.04% Reduce -23.7% 202,781 $49.5M
Avity Investment Management Inc. 3.97% Reduce -0.4% 201,241 $49.1M
Toronto Dominion Bank 0.13% Add +21.1% 200,362 $48.9M
Hardman Johnston Global Advisors LLC 2.33% Reduce -1.8% 200,142 $48.8M
AXA S.A. 0.16% Add +6.5% 197,627 $48.2M
KLP Kapitalforvaltning As 0.24% Reduce -9.3% 197,374 $48.2M
Thrivent Financial for Lutherans 0.11% Add +0.0% 197,357 $48.1M
Zacks Investment Management 0.44% Add +3.4% 194,109 $47.4M
Unigestion Holding SA 2.77% Reduce -2.8% 193,484 $47.2M
Allspring Global Investments Holdings, LLC 0.08% Add +4.5% 192,379 $46.9M
Dundas Partners LLP 3.37% No change 187,494 $45.8M
Federation des caisses Desjardins du Quebec 0.23% Add +34.0% 186,539 $45.5M
Handelsbanken Fonder AB 0.19% Reduce -2.8% 186,235 $45.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.54% Add +19.4% 183,731 $44.8M
Van Lanschot Kempen Investment Management N.V. 0.47% Reduce -15.6% 183,603 $44.8M
Mn Services Vermogensbeheer B.V. 0.34% Reduce -7.3% 180,588 $44.1M
Nisa Investment Advisors, LLC 0.22% Add +0.5% 180,237 $44.0M
B. Metzler seel. Sohn & Co. AG 0.45% Add +0.1% 179,663 $43.8M
State of Tennessee, Department of Treasury 0.17% Add +26.5% 179,391 $43.8M
Macquarie Group Ltd. 0.05% Add +8.4% 176,018 $42.9M
Sequoia Financial Advisors, LLC 0.32% Add +30.6% 170,440 $41.6M
Resona Asset Management Co.,Ltd. 0.24% Add +7.3% 169,263 $41.3M
Skandinaviska Enskilda Banken AB (publ) 0.20% Add +2.9% 165,698 $40.4M
Victory Capital Management Inc. 0.04% Reduce -3.1% 165,033 $40.3M
State of New Jersey Common Pension Fund D 0.18% Reduce -8.3% 164,828 $40.2M
Rafferty Asset Management, LLC 0.17% Reduce -7.1% 161,014 $39.3M
Lansforsakringar Fondforvaltning AB (publ) 0.24% Reduce -3.3% 159,791 $39.0M
Whittier Trust Co. 0.54% Add +0.8% 158,423 $38.7M
STRS Ohio 0.16% Reduce -0.8% 157,311 $38.4M
LGT Capital Partners LTD. 1.67% Reduce -6.7% 154,200 $37.6M
US Bancorp \de 0.05% Reduce -0.1% 153,548 $37.5M
Horizon Kinetics Asset Management LLC 0.42% Add +2.7% 148,593 $36.3M
Forsta Ap-Fonden 0.27% Reduce -1.9% 147,600 $36.0M
Arizona State Retirement System 0.23% Add +2.8% 146,034 $35.6M
Verition Fund Management LLC 0.21% Reduce -68.9% 144,682 $35.3M
Comerica Bank 0.15% Reduce -3.5% 144,496 $35.3M
Glenmede Trust Co. NA 0.19% Add +0.3% 143,376 $35.0M
State of Michigan Retirement System 0.20% No change 140,675 $34.3M
Cumberland Partners Ltd 2.56% Reduce -1.8% 136,164 $33.2M
DNB Asset Management AS 0.15% Add +34.8% 135,455 $33.1M
Badgley Phelps Wealth Managers, LLC 0.79% Reduce -2.0% 134,316 $32.8M
Canada Pension Plan Investment Board 0.03% Add +6.9% 132,155 $32.2M
EULAV Asset Management 0.80% No change 132,000 $32.2M
Public Sector Pension Investment Board 0.14% Reduce -23.8% 131,337 $32.1M
MetLife Investment Management, LLC 0.17% Reduce -1.9% 130,539 $31.9M
Ensign Peak Advisors, Inc 0.06% Add +3.8% 128,275 $31.3M
Connor, Clark & Lunn Investment Management Ltd. 0.14% Reduce -24.7% 126,930 $31.0M
Corebridge Financial, Inc. 0.18% Reduce -11.1% 126,621 $30.9M
CIBC Asset Management Inc 0.10% Add +24.8% 125,141 $30.5M
Formuepleje A/S 1.72% Reduce -14.9% 123,471 $30.1M
Stock Yards Bank & Trust Co. 1.07% Reduce -0.7% 122,598 $29.9M
Choate Investment Advisors 0.74% Add +0.1% 121,840 $29.7M
Walter Public Investments Inc. 5.42% Add +5.5% 119,126 $29.1M
Neuberger Berman Group LLC 0.02% Reduce -9.6% 117,062 $28.6M
Union Bancaire Privee, UBP SA 0.56% Add +139.8% 118,911 $28.5M
ProShare Advisors LLC 0.06% Add +9.2% 115,841 $28.3M
Teachers Retirement System of the State of Kentucky 0.26% Reduce -9.3% 115,802 $28.3M
Nearwater Capital Markets, Ltd 0.80% No change 114,519 $27.9M
ASR Vermogensbeheer N.V. 0.41% — 114,305 $27.9M
Capital Investment Advisors, LLC 0.54% Add +3623.4% 113,378 $27.7M
SG Americas Securities, LLC 0.10% Add +3146.7% 113,016 $27.6M
Czech National Bank 0.25% Add +5.9% 112,805 $27.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +7.5% 112,315 $27.4M
Janney Montgomery Scott LLC 0.08% Add +0.8% 110,315 $26.9M
Sabal Trust CO 1.49% New 110,182 $26.9M
Creative Planning 0.03% Add +10.1% 109,813 $26.8M
Daiichi Life Insurance Co., Ltd. 0.78% Reduce -1.5% 108,995 $26.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.27% Add +23.9% 108,680 $26.5M
Van Eck Associates Corp. 0.03% Add +3.0% 108,051 $26.4M
Brown Brothers Harriman & Co. 0.18% Reduce -5.5% 106,316 $25.9M
Retirement Systems of Alabama 0.10% Reduce -0.8% 105,538 $25.8M
Boston Family Office LLC 1.82% Reduce -1.6% 105,501 $25.7M
Cetera Investment Advisers 0.05% Add +12.6% 104,188 $25.4M
Compagnie Lombard Odier SCmA 0.31% Add +14.5% 104,083 $25.4M
Amalgamated Bank 0.22% Add +0.4% 103,970 $25.4M
Wealth Enhancement Advisory Services, LLC 0.05% Add +101.7% 103,551 $25.3M
Scotia Capital Inc. 0.13% Add +6.6% 103,096 $25.2M
AEGON ASSET MANAGEMENT UK Plc 0.36% Reduce -15.6% 101,675 $24.8M
Captrust Financial Advisors 0.06% Reduce -21.6% 101,646 $24.8M
DAVENPORT & Co LLC 0.15% Add +10.8% 100,875 $24.6M
WASHINGTON TRUST Co 0.94% Reduce -0.9% 100,820 $24.6M
Northwest & Ethical Investments L.P. 0.66% Reduce -4.2% 99,714 $24.3M
Cercano Management LLC 0.71% New 99,304 $24.2M
KBC Group NV 0.08% Reduce -3.7% 99,069 $24.2M
Crestwood Advisors Group, LLC 0.46% Reduce -1.5% 98,842 $24.1M
Commonwealth Equity Services, LLC 0.03% Add +2.6% 97,996 $23.9M
Baillie Gifford & Co. 0.02% Reduce -10.3% 97,682 $23.8M
O'shaughnessy Asset Management, LLC 0.19% Add +20.8% 97,561 $23.8M
Natixis 0.14% Add +445.7% 97,734 $23.8M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Add +10.6% 97,025 $23.7M
Varma Mutual Pension Insurance Co 0.20% Reduce -9.9% 96,704 $23.6M
Candriam S.C.A. 0.15% Reduce -4.1% 96,023 $23.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -0.3% 93,928 $22.9M
Prudential PLC 0.11% Reduce -6.5% 91,713 $22.4M
Railway Pension Investments Ltd 0.31% Add +8.5% 90,800 $22.2M
Vancity Investment Management Ltd 3.02% — 90,232 $22.0M
TD Waterhouse Canada Inc. 0.18% Reduce -5.5% 89,762 $21.9M
IFM Investors Pty Ltd 0.23% Reduce -0.5% 88,154 $21.5M
QRG Capital Management, Inc. 0.22% Reduce -7.3% 87,880 $21.4M
Aptus Capital Advisors, LLC 0.24% Add +11.0% 87,296 $21.3M
Carnegie Investment Counsel 0.50% Add +0.2% 94,545 $21.2M
Sanctuary Advisors, LLC 0.15% Reduce -2.5% 85,604 $20.9M
Swiss Life Asset Management Ltd 0.15% Add +26.1% 83,839 $20.5M
Martingale Asset Management L P 0.52% Reduce -3.9% 83,247 $20.3M
Atria Investments, Inc 0.26% Reduce -6.3% 83,117 $20.3M
PGGM Investments 0.27% Reduce -0.7% 83,116 $20.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +13.5% 82,851 $20.2M
Wesleyan Assurance Society 1.49% No change 81,926 $20.0M
Alps Advisors Inc. 0.12% Add +0.8% 81,606 $19.9M
Utah Retirement Systems 0.23% Reduce -0.2% 81,557 $19.9M
NorthCoast Asset Management LLC 0.10% Reduce -5.7% 81,144 $19.8M
Osborne Partners Capital Management, LLC 1.14% Reduce -1.0% 81,062 $19.8M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -9.7% 80,960 $19.8M
Oppenheimer Asset Management Inc. 0.24% Add +15.6% 80,667 $19.7M
USS Investment Management Ltd 0.15% Reduce -16.1% 79,845 $19.5M
Factory Mutual Insurance Co. 0.22% No change 79,400 $19.4M
Segment Wealth Management, LLC 1.30% Reduce -0.8% 79,039 $19.3M
Xponance LLC 0.18% Add +0.9% 78,179 $19.1M
Cibc World Market Inc. 0.04% Add +8.8% 77,829 $19.0M
L1 Capital International Pty Ltd 5.16% Add +3.0% 76,869 $18.8M
Bridges Investment Management Inc. 0.27% Add +52.4% 75,274 $18.4M
Guggenheim Capital LLC 0.17% Add +4.2% 74,806 $18.3M
Nixon Peabody Trust Co. 1.53% Reduce -0.3% 74,044 $18.1M
Ethic Inc. 0.36% Add +7.8% 72,805 $17.8M
New York Life Investment Management LLC 0.18% Reduce -0.4% 72,534 $17.7M
Police & Firemen's Retirement System of New Jersey 0.18% Reduce -0.5% 71,586 $17.5M
Torray Investment Partners LLC 2.57% Reduce -9.1% 70,815 $17.3M
Daiwa Securities Group Inc. 0.07% Add +9.3% 70,572 $17.2M
Gotham Asset Management 0.14% Reduce -7.2% 70,357 $17.2M
Quantinno Capital Management LP 0.11% Add +84.5% 70,063 $17.1M
Tredje AP-fonden 0.16% Reduce -42.7% 69,953 $17.1M
Brown Advisory Inc. 0.02% Reduce -0.3% 68,944 $16.8M
Baker Avenue Asset Management, LP 0.52% Add +0.3% 68,463 $16.7M
Curi Capital, LLC 0.41% Reduce -19.4% 68,164 $16.6M
Yousif Capital Management, LLC 0.19% Reduce -0.7% 68,002 $16.6M
Washington Trust Bank 1.65% Add +7.4% 67,589 $16.5M
Ninety One North America, Inc. 1.10% New 66,677 $16.3M
Running Oak Capital LLC 1.96% Add +7.5% 66,639 $16.3M
West Coast Financial LLC 1.85% Reduce -2.0% 66,483 $16.2M
Fulton Breakefield Broenniman LLC 1.17% Reduce -1.9% 66,178 $16.1M
Wealthfront Advisers LLC 0.04% Add +10.0% 65,722 $16.0M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.2% 65,717 $16.0M
Alaska Permanent Fund Corp 0.22% No change 70,443 $15.9M
Gabelli Funds LLC 0.12% Reduce -5.1% 64,900 $15.8M
Whittier Trust Co. of Nevada Inc. 0.40% Add +3.0% 64,679 $15.8M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Add +59.5% 64,627 $15.8M
State of Alaska, Department of Revenue 0.18% Add +2.5% 64,475 $15.7M
Rockefeller Capital Management L.P. 0.04% Reduce -4.8% 64,454 $15.7M
Capital International Sarl 0.36% Add +6.4% 64,242 $15.7M
Annex Advisory Services, LLC 0.44% Add +2.1% 63,300 $15.4M
Levin Capital Strategies, L.P. 1.63% Reduce -3.6% 62,872 $15.3M
Nissay Asset Management Corp. /Japan 0.10% Add +1.1% 61,723 $15.1M
Harbour Trust & Investment Management Co 1.80% Reduce -0.4% 60,935 $14.9M
JLB & Associates Inc. 2.07% Reduce -4.5% 60,869 $14.9M
First American Bank 1.09% Add +0.6% 60,642 $14.8M
Apollon Wealth Management, LLC 0.33% Reduce -5.1% 60,580 $14.8M
Lido Advisors, LLC 0.09% Reduce -5.4% 60,003 $14.6M
Vanguard Personalized Indexing Management, LLC 0.21% Add +5.4% 59,668 $14.6M
Cibc World Markets Corp. 0.11% Reduce -23.6% 59,241 $14.5M
Man Group plc 0.04% Reduce -27.0% 58,832 $14.4M
iA Global Asset Management Inc. 0.25% Add +451.8% 58,732 $14.3M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +15.8% 59,091 $14.3M
Intech Investment Management LLC 0.15% Reduce -27.4% 58,545 $14.3M
Mutual of America Capital Management LLC 0.16% Reduce -2.9% 57,116 $13.9M
Azimuth Capital Investment Management LLC 0.55% Add +0.5% 56,706 $13.8M
Orion Porfolio Solutions, LLC 0.13% Add +3.9% 55,104 $13.4M
Orion Portfolio Solutions, LLC 0.13% Add +3.9% 55,104 $13.4M
Generali Asset Management SPA SGR 0.33% Reduce -17.1% 54,465 $13.3M
Foyston, Gordon & Payne Inc 3.25% Add +15.0% 53,903 $13.2M
CI Investments Inc. 0.05% Reduce -5.9% 52,917 $12.9M
Calamos Wealth Management LLC 0.65% Add +1.2% 52,736 $12.9M
King Luther Capital Management Corp. 0.06% Reduce -5.3% 52,242 $12.7M
OP Asset Management Ltd 0.21% — 51,963 $12.7M
MML Investors Services, LLC 0.04% Add +4.5% 50,189 $12.2M
Edmond DE Rothschild Holding S.A. 0.21% Add +6.6% 49,647 $12.1M
Mercer Global Advisors Inc. 0.03% Add +2.0% 49,358 $12.0M
Dupont Capital Management Corp. 1.33% Add +7.0% 49,071 $12.0M
Elo Mutual Pension Insurance Co 0.27% Add +8.7% 48,771 $11.9M
Orange Investment Advisors, Inc. 1.41% Reduce -3.1% 48,365 $11.8M
Vontobel Holding Ltd. 0.04% Add +67.2% 47,455 $11.6M
Entropy Technologies, LP 1.12% Add +231.4% 47,314 $11.5M
Voleon Capital Management LP 0.90% Reduce -2.6% 47,050 $11.5M
M&T Bank Corp 0.04% Add +2.8% 46,639 $11.4M
Ieq Capital, LLC 0.09% Add +20.8% 46,542 $11.4M
Phoenix Financial Ltd. 0.17% Reduce -12.3% 45,029 $11.0M
Blair William & Co. 0.03% Add +4.7% 44,761 $10.9M
Rakuten Investment Management, Inc. 0.05% — 44,889 $10.9M
Tokio Marine Asset Management Co. Ltd. 0.39% Add +2.6% 44,090 $10.8M
Osaic Holdings, Inc. 0.02% Reduce -20.4% 43,959 $10.7M
Aquatic Capital Management LLC 0.27% Reduce -50.1% 43,938 $10.7M
Florida Trust Wealth Management Co 0.34% Add +985.8% 42,956 $10.5M
Oregon Public Employees Retirement Fund 0.20% Add +0.3% 42,243 $10.3M
CIBC Private Wealth Group LLC 0.02% Reduce -5.3% 46,484 $10.3M
Crossmark Global Holdings, Inc. 0.18% Add +1.7% 41,202 $10.1M
Sawgrass Asset Management LLC 1.20% Reduce -4.2% 40,165 $9.8M
Susquehanna International Group, LLP 0.02% Reduce -80.3% 40,089 $9.8M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.38% No change 43,000 $9.7M
Jane Street Group, LLC 0.02% Add +69.3% 39,602 $9.7M
BNP Paribas 0.40% Add +25.4% 39,563 $9.7M
Mizuho Securities USA LLC 0.21% Reduce -15.5% 39,325 $9.6M
Aurdan Capital Management, LLC 3.61% Reduce -7.7% 39,283 $9.6M
Stokes Capital Advisors, LLC 2.43% Add +3.2% 39,194 $9.6M
Steward Partners Investment Advisory, LLC 0.08% Add +1.9% 39,184 $9.6M
Builder Investment Group Inc. 2.72% Reduce -0.4% 39,156 $9.6M
Two Sigma Advisers, LP 0.02% Reduce -85.7% 39,121 $9.5M
Marex Group Ltd 0.18% New 39,000 $9.5M
UMB Bank, n.a. 0.16% Add +1978.1% 38,756 $9.5M
Huntington National Bank 0.09% Reduce -9.2% 38,702 $9.4M
Vestcor Inc 0.32% Reduce -4.5% 38,552 $9.4M
Quantbot Technologies LP 0.30% Reduce -40.6% 38,217 $9.3M
Onex Canada Asset Management Inc. 1.19% Reduce -42.2% 37,990 $9.3M
Marks Group Wealth Management, Inc 0.89% Add +1.7% 37,742 $9.2M
Aware Super Pty Ltd as trustee of Aware Super 0.16% Add +5.8% 37,696 $9.2M
Susquehanna Fundamental Investments, LLC 0.15% New 37,005 $9.0M
Oribel Capital Management, LP 1.12% New 36,900 $9.0M
Bennett Selby Investments LP 3.51% Reduce -0.3% 36,437 $8.9M
Avanza Fonder AB 0.29% Reduce -6.4% 36,099 $8.8M
Kinsale Capital Group, Inc. 2.16% Add +16.8% 35,948 $8.8M
Achmea Investment Management B.V. 0.13% Add +0.2% 35,899 $8.8M
&partners 0.09% Add +2.7% 36,039 $8.7M
CreativeOne Wealth, LLC 0.26% Add +3.9% 35,374 $8.6M
CX Institutional 0.32% Add +5.0% 34,852 $8.5M
Siemens Fonds Invest GmbH 0.58% Add +3.4% 34,773 $8.5M
HRT Financial LP 0.05% Add +0.5% 34,751 $8.5M
NewEdge Advisors, LLC 0.05% Reduce -2.4% 34,212 $8.3M
Auxier Asset Management LLC 1.24% Reduce -0.0% 33,973 $8.3M
Franklin, Parlapiano, Turner & Welch, LLC 2.23% New 33,834 $8.3M
Bleakley Financial Group, LLC 0.26% Add +3.5% 33,779 $8.2M
Kentucky Retirement Systems 0.25% Reduce -0.4% 33,673 $8.2M
Longbow Finance SA 0.98% New 33,501 $8.2M
Ipswich Investment Management Co., Inc. 2.00% Reduce -1.5% 33,091 $8.1M
NEOS Investment Management LLC 0.15% Add +23.3% 33,082 $8.1M
UniSuper Management Pty Ltd 0.06% Add +3.4% 32,891 $8.0M
Metis Global Partners, LLC 0.22% Add +12.0% 32,751 $8.0M
Illinois Municipal Retirement Fund 0.12% No change 32,733 $8.0M
Zions Bancorporation, National Association 0.50% — 32,719 $8.0M
Jump Financial, LLC 0.12% Reduce -28.6% 32,520 $7.9M
Pacer Advisors, Inc. 0.02% Reduce -32.7% 32,497 $7.9M
Oak Ridge Investments LLC 0.66% Add +5.9% 32,450 $7.9M
Groupe la Francaise 0.17% Add +12.0% 32,164 $7.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.3% 31,614 $7.7M
Engineers Gate Manager LP 0.13% Reduce -21.7% 31,132 $7.6M
CHURCHILL MANAGEMENT Corp 0.10% Reduce -2.7% 30,963 $7.6M
Tower View Wealth Management LLC 4.35% Reduce -1.5% 30,626 $7.5M
Capital Fund Management S.A. 0.09% New 30,255 $7.4M
W1M Asset Management Ltd 0.63% New 30,183 $7.4M
Hartford Investment Management Co. 0.26% Reduce -1.0% 30,137 $7.4M
Financial Engines Advisors L.L.C. 0.02% Reduce -11.1% 30,036 $7.3M
Avantax Advisory Services, Inc. 0.04% Add +1.8% 29,295 $7.1M
Focus Partners Wealth 0.02% Add +2.9% 29,138 $7.1M
Synovus Financial Corp. 0.09% Reduce -0.2% 28,917 $7.1M
Legacy Advisors, LLC 0.72% Add +2.3% 28,826 $7.0M
Snowden Capital Advisors LLC 0.22% Add +5.7% 28,370 $6.9M
Callan Family Office, LLC 0.51% Add +7.6% 28,126 $6.9M
Capital Planning Advisors, LLC 1.06% Reduce -1.0% 28,099 $6.9M
Gulf International Bank (UK) Ltd 0.24% Reduce -27.7% 28,016 $6.8M
Exencial Wealth Advisors, LLC 0.25% Reduce -1.5% 27,758 $6.8M
Parcion Private Wealth LLC 0.55% Add +6.3% 27,583 $6.7M
AIA Group Ltd 0.16% Add +24.6% 27,518 $6.7M
Quantitative Investment Management, LLC 0.61% Add +1565.8% 27,069 $6.6M
Bell Asset Management Ltd 1.21% Reduce -17.1% 26,926 $6.6M
Louisiana State Employees Retirement System 0.13% No change 26,400 $6.4M
FineMark National Bank & Trust 0.23% Reduce -0.3% 26,359 $6.4M
Cornerstone Advisors, LLC 0.28% No change 26,300 $6.4M
Cwm, LLC 0.03% Add +8.5% 26,149 $6.4M
Aviso Financial Inc. 0.31% Add +17.6% 26,094 $6.4M
Securian Asset Management, Inc. 0.19% Reduce -1.4% 26,028 $6.4M
MinichMacGregor Wealth Management, LLC 1.39% Reduce -34.9% 25,487 $6.2M
Schaper Benz & Wise Investment Counsel Inc. 0.50% Add +0.2% 25,481 $6.2M
Triasima Portfolio Management inc. 1.22% Add +0.2% 25,393 $6.2M
NBT Bank, N.A. 0.45% Reduce -11.7% 25,305 $6.2M
Bonness Enterprises Inc. 2.01% Reduce -0.8% 25,300 $6.2M
Cary Street Partners Financial LLC 0.19% Reduce -9.8% 25,189 $6.1M
Stonegate Investment Group, LLC 0.16% Reduce -0.2% 25,144 $6.1M
Vestmark Advisory Solutions, Inc. 0.16% Add +113.5% 25,068 $6.1M
Reliant Investment Management, LLC 3.15% Reduce -0.1% 24,904 $6.1M
Capital International Ltd. 0.26% Add +5.2% 24,864 $6.1M
Harrington Investments, INC 3.44% Reduce -2.0% 24,761 $6.0M
Diversified Trust Co. 0.15% Reduce -3.7% 24,730 $6.0M
Investment Management Corp of Ontario 0.12% New 24,512 $6.0M
M&G PLC 0.04% Reduce -95.2% 24,503 $6.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -35.5% 24,482 $6.0M
Vinva Investment Management Ltd 0.24% No change 24,621 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 26,703 $6.0M
First Manhattan Co. Llc. 0.02% Add +73.0% 24,252 $5.9M
Commerce Bank 0.04% Reduce -5.6% 24,047 $5.9M
Norinchukin Bank, The 0.11% Add +13.9% 23,639 $5.8M
Commerzbank Aktiengesellschaft 0.13% Add +31.6% 23,264 $5.7M
Edgestream Partners, L.P. 0.19% Add +110.9% 23,225 $5.7M
Elevation Point Wealth Partners, LLC 0.49% Reduce -1.5% 23,199 $5.7M
Maryland State Retirement & Pension System 0.13% Reduce -13.1% 23,056 $5.6M
New Mexico Educational Retirement Board 0.20% Reduce -2.1% 22,941 $5.6M
1832 Asset Management L.P. 0.01% Reduce -23.9% 22,939 $5.6M
BNC Wealth Management, LLC 2.00% Reduce -6.9% 22,784 $5.6M
Exchange Traded Concepts, LLC 0.10% Add +50.9% 22,766 $5.6M
Benjamin Edwards Inc. 0.08% Add +1.7% 22,598 $5.5M
Keybank National Association 0.02% Reduce -1.7% 22,576 $5.5M
Advisors Asset Management, Inc. 0.10% Reduce -21.1% 22,133 $5.4M
ING Groep NV 0.04% Reduce -0.8% 22,029 $5.4M
Tidal Investments LLC 0.05% Reduce -13.2% 21,947 $5.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.34% Reduce -2.1% 21,685 $5.3M
E. Ohman J:or Asset Management AB 0.14% Reduce -3.4% 21,514 $5.3M
Ascent Group, LLC 0.22% Add +28.6% 21,127 $5.2M
Evelyn Partners Investment Management LLP 0.17% Reduce -1.6% 20,960 $5.1M
Mogy Joel R Investment Counsel Inc. 0.33% Add +109.2% 20,728 $5.1M
Burling Wealth Partners, LLC 1.06% Add +4.7% 20,700 $5.1M
Occidental Asset Management, LLC 0.75% Add +5.8% 20,472 $5.0M
Vident Advisory, LLC 0.07% Add +36.5% 20,437 $5.0M
Mediolanum International Funds Ltd 0.07% Reduce -3.2% 20,530 $5.0M
Argent Trust Co 0.20% Add +3.9% 20,389 $5.0M
Merit Financial Group, LLC 0.07% Add +16.6% 20,262 $4.9M
Hamilton Capital Partners Inc. 0.31% Add +19.9% 20,102 $4.9M
RBF Capital, LLC 0.31% No change 20,000 $4.9M
World Investment Advisors 0.13% Add +9.0% 19,868 $4.8M
Lafayette Investments, Inc. 1.02% Reduce -0.7% 19,788 $4.8M
Transcend Capital Advisors, LLC 0.35% Add +1.6% 19,741 $4.8M
Tower Research Capital LLC (TRC) 0.14% Reduce -37.1% 19,737 $4.8M
Suncoast Equity Management 0.54% Add +2.7% 19,732 $4.8M
Sustainable Insight Capital Management, LLC 2.37% Reduce -19.3% 19,518 $4.8M
Agf Management Ltd. 0.03% Add +2.9% 19,368 $4.7M
Essex LLC 1.01% Reduce -7.8% 19,170 $4.7M
Geneva Partners, LLC 2.41% New 19,148 $4.7M
Prosperity Consulting Group, LLC 0.36% Reduce -0.9% 18,850 $4.6M
GAMCO Investors 0.05% Reduce -2.4% 18,842 $4.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.81% Reduce -1.2% 18,784 $4.6M
Bessemer Group Inc. 0.01% Reduce -34.8% 18,696 $4.6M
Summit Global Investments 0.33% Add +1119.4% 18,559 $4.5M
Kestra Advisory Services, LLC 0.02% Add +4.8% 18,540 $4.5M
Allstate Corp. 0.13% Add +14.4% 18,079 $4.4M
Brevan Howard Capital Management LP 0.13% Reduce -15.1% 18,016 $4.4M
Brentview Investment Management LLC 2.34% Add +5.2% 17,996 $4.4M
Algert Global LLC 0.11% Add +21.2% 17,992 $4.4M
Conning Inc. 0.16% Reduce -14.9% 17,833 $4.4M
Walleye Trading LLC 0.12% Add +111.8% 17,802 $4.3M
Banque Cantonale Vaudoise 0.19% — 17,796 $4.3M
Morton Community Bank 1.14% Reduce -3.8% 17,768 $4.3M
Blue Trust, Inc. 0.06% Add +5.3% 17,690 $4.3M
OMERS ADMINISTRATION Corp 0.04% Reduce -14.2% 17,660 $4.3M
AG2R La Mondiale Gestion D'actifs 0.23% — 18,208 $4.3M
Trexquant Investment LP 0.05% New 17,432 $4.3M
Becker Capital Management Inc. 0.14% Add +0.8% 17,371 $4.2M
Plato Investment Management Ltd 0.36% Reduce -21.8% 17,133 $4.2M
First National Bank of Mount Dora, Trust Investment Services 1.03% Reduce -30.5% 17,292 $4.2M
OneDigital Investment Advisors LLC 0.05% Reduce -13.5% 17,238 $4.2M
New Vernon Investment Management LLC 5.62% Add +135.5% 17,221 $4.2M
Mechanics Bank Trust Department 0.57% Reduce -2.8% 17,204 $4.2M
Cresset Asset Management, LLC 0.02% Reduce -3.7% 17,144 $4.2M
Empirical Finance, LLC 0.25% Add +1.5% 17,134 $4.2M
Bancreek Capital Management, LP 6.04% Reduce -39.7% 16,538 $4.0M
NewEdge Wealth, LLC 0.07% Reduce -1.2% 16,491 $4.0M
American Trust 0.97% Reduce -26.2% 16,157 $3.9M
Federated Hermes, Inc. 0.01% Reduce -1.8% 16,115 $3.9M
Cyndeo Wealth Partners, LLC 0.26% Reduce -14.7% 16,049 $3.9M
Heritage Trust Co 0.47% Reduce -7.3% 16,011 $3.9M
Praxis Investment Management Inc. 0.26% Reduce -1.7% 15,850 $3.9M
HB Wealth Management, LLC 0.03% Add +12.8% 15,827 $3.9M
XTX Topco Ltd 0.20% Add +1004.7% 15,786 $3.9M
Axxcess Wealth Management, LLC 0.10% Reduce -26.9% 15,756 $3.8M
Assenagon Asset Management S.A. 0.01% Reduce -98.6% 15,748 $3.8M
V-Square Quantitative Management LLC 0.56% Add +1.1% 15,682 $3.8M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.2% 15,621 $3.8M
Alerus Financial NA 0.30% Reduce -6.4% 15,600 $3.8M
Larson Financial Group LLC 0.18% Add +15.8% 15,596 $3.8M
Tiaa Trust, National Association 0.01% Add +41.5% 15,527 $3.8M
Nomura Holdings Inc. 0.02% Reduce -4.3% 15,493 $3.8M
Kintegral Advisory, LLC 0.38% Reduce -0.3% 15,441 $3.8M
Spire Wealth Management 0.12% Add +236.3% 15,339 $3.7M
Sciencast Management LP 0.86% Add +6.0% 15,197 $3.7M
Kingsview Wealth Management, LLC 0.07% Reduce -0.1% 15,010 $3.7M
Strategic Investment Advisors / MI 0.39% Reduce -5.4% 14,968 $3.7M
First Citizens Bank & Trust Co. 0.09% Reduce -5.0% 14,942 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.21% Add +18.0% 14,809 $3.6M
South Dakota Investment Council 0.07% No change 14,652 $3.6M
Choreo, LLC 0.06% Reduce -9.2% 14,595 $3.6M
Lindenwold Advisors, INC 1.96% Add +3.0% 14,424 $3.5M
Caprock Group, LLC 0.11% Add +5.8% 14,360 $3.5M
Kentucky Retirement Systems Insurance Trust Fund 0.25% Reduce -26.2% 14,342 $3.5M
United Capital Financial Advisors, LLC 0.03% Add +3.5% 14,242 $3.5M
NJ State Employees Deferred Compensation Plan 0.44% No change 14,100 $3.4M
Beacon Pointe Advisors, LLC 0.04% Add +23.0% 14,069 $3.4M
Union Heritage Capital, LLC 1.28% No change 14,064 $3.4M
Icon Wealth Advisors, LLC 0.28% Add +9.9% 13,951 $3.4M
Sumitomo Life Insurance Co. 0.12% Reduce -0.4% 13,791 $3.4M
Hantz Financial Services, Inc. 0.06% Add +3.6% 13,729 $3.4M
Quadrant Capital Group LLC 0.12% Add +49.6% 13,695 $3.3M
Freestone Capital Holdings, LLC 0.12% Reduce -0.3% 13,661 $3.3M
Red Cedar Investment Management, LLC 0.46% Reduce -22.5% 13,578 $3.3M
Accurate Wealth Management, LLC 0.63% Reduce -1.0% 14,086 $3.3M
Vectors Research Management, LLC 1.14% Add +41.1% 13,402 $3.3M
Townsquare Capital LLC 0.03% Add +13.5% 13,354 $3.3M
Summit Financial, LLC 0.09% Add +1.1% 13,174 $3.2M
Composition Wealth, LLC 0.06% Add +3.0% 13,172 $3.2M
Dynasty Wealth Management, LLC 0.05% Reduce -3.8% 13,130 $3.2M
Moran Wealth Management, LLC 0.11% Add +12.6% 13,089 $3.2M
Oddo BHF Asset Management Sas 0.13% Add +4.3% 13,039 $3.2M
Empowered Funds, LLC 0.05% Add +16.4% 12,994 $3.2M
AlphaQuest LLC 0.34% Add +48.1% 12,937 $3.2M
River Wealth Advisors LLC 0.44% Reduce -4.6% 12,895 $3.1M
Private Advisor Group, LLC 0.02% Add +1.1% 12,808 $3.1M
Brown, Lisle/Cummings, Inc. 0.91% Add +0.2% 12,807 $3.1M
Kimelman & Baird, LLC 0.27% No change 12,795 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.7% 12,564 $3.1M
Moody National Bank Trust Division 0.32% Add +0.7% 12,488 $3.0M
Fiduciary Trust Co 0.04% Add +2.8% 12,473 $3.0M
Te Ahumairangi Investment Management Ltd 0.64% Add +9.3% 12,461 $3.0M
Coldstream Capital Management Inc. 0.06% Add +3.5% 12,360 $3.0M
Horizon Investments, LLC 0.09% Add +6.8% 12,361 $3.0M
Bouvel Investment Partners, LLC 1.13% Reduce -1.1% 13,473 $3.0M
CW Advisors, LLC 0.04% Add +42.4% 12,370 $3.0M
Prescott Group Capital Management, L.L.C. 0.43% No change 12,055 $2.9M
Howland Capital Management LLC 0.13% Add +11.4% 11,982 $2.9M
Private Trust Co. NA 0.30% Reduce -4.5% 11,982 $2.9M
Pitcairn Co. 0.18% Reduce -12.0% 11,955 $2.9M
Sompo Asset Management Co., Ltd. 0.54% Reduce -41.2% 11,920 $2.9M
Kestra Private Wealth Services, LLC 0.05% Add +7.6% 11,839 $2.9M
HBK Sorce Advisory LLC 0.08% Reduce -3.0% 11,742 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +3.0% 11,701 $2.9M
G&S Capital LLC 1.20% Reduce -8.6% 11,624 $2.8M
PFG Advisors 0.16% Add +52.7% 11,599 $2.8M
TCW Group Inc. 0.03% Add +0.6% 11,438 $2.8M
United Services Automobile Association 0.08% No change 11,302 $2.7M
Concurrent Investment Advisors, LLC 0.07% Add +40.5% 11,142 $2.7M
Machina Capital S.A.S. 0.80% Add +72.8% 11,035 $2.7M
Value Partners Investments Inc. 0.23% Add +6.5% 11,007 $2.7M
Bokf, NA 0.05% Reduce -11.8% 10,969 $2.7M
Courier Capital LLC 0.17% Add +48.2% 10,860 $2.7M
Delta Global Management LP 0.19% New 10,825 $2.6M
Perigon Wealth Management, LLC 0.07% Add +2.0% 10,808 $2.6M
Meiji Yasuda Asset Management Co Ltd. 0.11% Add +0.6% 10,755 $2.6M
Greenleaf Trust 0.02% Add +4.9% 10,716 $2.6M
Hills Bank & Trust Co 0.18% Add +2.3% 10,589 $2.6M
Ossiam 0.04% Reduce -91.8% 10,454 $2.6M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.2% 10,441 $2.5M
Integrity Alliance, Llc. 0.10% Add +196.2% 10,398 $2.5M
Ritholtz Wealth Management 0.08% Add +12.4% 10,305 $2.5M
Wealthcare Advisory Partners LLC 0.07% Reduce -0.5% 10,250 $2.5M
TKG Advisors, LLC 1.23% Reduce -2.8% 10,231 $2.5M
Enterprise Bank & Trust Co 0.96% Add +5.1% 10,219 $2.5M
Wilmington Savings Fund Society, FSB 0.05% Reduce -1.9% 10,139 $2.5M
Brighton Jones LLC 0.08% Add +15.6% 10,105 $2.5M
Regions Financial Corp. 0.02% Reduce -0.4% 10,025 $2.4M
Cohen Klingenstein LLC 0.09% No change 10,000 $2.4M
Signaturefd, LLC 0.05% Add +5.1% 9,975 $2.4M
Pinnacle Associates Ltd. 0.03% Reduce -2.0% 9,762 $2.4M
Hartline Investment Corp./ 0.32% Reduce -20.6% 9,742 $2.4M
Aerodigm Wealth, LLC 1.30% Reduce -4.2% 9,574 $2.3M
Tealwood Asset Management Inc. 1.08% Reduce -1.3% 9,538 $2.3M
Ballentine Partners, LLC 0.04% Reduce -2.5% 9,539 $2.3M
RMR Wealth Builders 0.24% Add +10.0% 9,499 $2.3M
HighPoint Advisor Group LLC 0.13% Reduce -1.8% 10,439 $2.3M
Hilltop Holdings Inc. 0.14% Add +8.2% 9,419 $2.3M
Front Row Advisors LLC 0.88% Reduce -0.4% 9,384 $2.3M
Chatham Capital Group, Inc. 0.38% Reduce -0.9% 9,243 $2.3M
Boothbay Fund Management, LLC 0.08% Add +163.3% 9,144 $2.2M
Andra AP-fonden 0.04% Reduce -74.3% 9,110 $2.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -1.5% 8,936 $2.2M
Qtron Investments LLC 0.32% No change 8,870 $2.2M
Meeder Advisory Services, Inc. 0.13% Add +10.0% 8,867 $2.2M
Moneta Group Investment Advisors LLC 0.03% Reduce -3.7% 8,805 $2.1M
Souders Financial Advisors 0.30% Reduce -35.7% 8,783 $2.1M
TD Private Client Wealth LLC 0.06% Add +1.6% 8,753 $2.1M
Mufg Securities Americas Inc. 0.25% Add +19.9% 8,694 $2.1M
Advisory Services Network, LLC 0.04% Reduce -1.9% 8,669 $2.1M
UNIVEST FINANCIAL Corp 0.14% Reduce -2.8% 8,652 $2.1M
Dumont & Blake Investment Advisors LLC 0.59% No change 8,649 $2.1M
Wealth Alliance, LLC 0.26% Add +5.0% 8,648 $2.1M
Mission Wealth Management, LP 0.05% Add +11.8% 8,624 $2.1M
Jefferies Financial Group Inc. 0.04% Reduce -4.3% 8,588 $2.1M
Brass Tax Wealth Management, Inc. 0.44% Reduce -2.1% 8,576 $2.1M
Pensionfund Sabic 0.62% Reduce -15.0% 8,500 $2.1M
PICTET BANK & TRUST Ltd 2.50% Add +25.4% 8,395 $2.0M
Citizens & Northern Corp. 0.57% Add +0.6% 8,333 $2.0M
Citizens Financial Group Inc. 0.04% Add +2.5% 8,276 $2.0M
EP Wealth Advisors, LLC 0.02% Add +130.9% 8,268 $2.0M
Impact Capital Partners LLC 0.73% Add +6.9% 8,249 $2.0M
IAM Advisory, LLC 0.52% Reduce -0.2% 8,229 $2.0M
Savant Capital, LLC 0.02% Reduce -9.6% 8,184 $2.0M
F/m Investments LLC 0.08% New 8,134 $2.0M
Evercore Wealth Management, LLC 0.03% Reduce -0.0% 8,095 $2.0M
Syon Capital LLC 0.16% Add +5.8% 8,072 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +14.2% 7,946 $1.9M
Rwa Wealth Partners, LLC 0.02% Add +0.1% 7,887 $1.9M
Dark Forest Capital Management LP 0.09% Add +313.8% 7,854 $1.9M
Drake & Associates, LLC 0.54% Add +25.9% 7,846 $1.9M
S-Bank Fund Management Ltd 0.36% — 7,836 $1.9M
Lantz Financial LLC 0.52% Add +0.3% 7,759 $1.9M
LS Investment Advisors, LLC 0.29% No change 7,749 $1.9M
Matrix Trust Co 0.32% Add +1.2% 7,654 $1.9M
Clifford Swan Investment Counsel LLC 0.07% Add +0.1% 7,640 $1.9M
Oak Thistle LLC 0.37% Reduce -22.8% 7,511 $1.8M
Venturi Wealth Management, LLC 0.10% Add +0.2% 7,501 $1.8M
Wedmont Private Capital 0.09% Add +5.3% 7,833 $1.8M
Ledyard National Bank 0.18% Add +6.2% 7,482 $1.8M
IFP Advisors, Inc 0.06% Add +0.6% 7,479 $1.8M
MAI Capital Management 0.01% Add +1.5% 7,379 $1.8M
Clearstead Advisors, LLC 0.03% Reduce -8.2% 7,357 $1.8M
Relyea Zuckerberg Hanson LLC 0.24% Reduce -0.0% 7,353 $1.8M
Parallel Advisors, LLC 0.04% Add +4.1% 7,286 $1.8M
Campbell & CO Investment Adviser LLC 0.14% New 7,254 $1.8M
TCTC Holdings, LLC 0.06% Add +0.7% 7,247 $1.8M
First National Trust Co 0.07% Reduce -11.1% 7,216 $1.8M
Fifth Third Wealth Advisors LLC 0.09% Add +11.6% 7,181 $1.8M
Beverly Hills Private Wealth, LLC 0.35% Reduce -3.5% 7,146 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +25.7% 7,137 $1.7M
Penserra Capital Management LLC 0.03% Add +101.4% 7,136 $1.7M
Simplicity Wealth,LLC 0.14% Add +399.9% 7,129 $1.7M
Boyd Watterson Asset Management LLC 0.56% Add +7.5% 7,064 $1.7M
Mach-1 Financial Group, LLC 0.52% New 7,057 $1.7M
United Bank 0.71% Add +3.1% 6,993 $1.7M
Norway Savings Bank 0.97% Reduce -2.5% 6,957 $1.7M
Smartleaf Asset Management LLC 0.16% Add +7.4% 6,975 $1.7M
Gries Financial LLC 0.33% Add +3.7% 6,923 $1.7M
Atria Wealth Solutions, Inc. 0.02% Reduce -23.3% 6,912 $1.7M
RCS Financial Planning, LLC 0.89% No change 6,904 $1.7M
Access Financial Services, Inc. 0.67% Add +19.4% 6,870 $1.7M
US Asset Management LLC 1.60% Add +23.1% 6,847 $1.7M
Profund Advisors LLC 0.07% Reduce -4.9% 6,841 $1.7M
Douglas Lane & Associates, LLC 0.02% Reduce -2.8% 6,806 $1.7M
LMCG Investments, LLC 0.11% Add +4.7% 6,756 $1.6M
Ashton Thomas Private Wealth, LLC 0.06% Add +11.1% 6,716 $1.6M
Smithfield Trust Co 0.08% Reduce -0.4% 6,679 $1.6M
Princeton Global Asset Management LLC 0.32% No change 6,668 $1.6M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -2.7% 6,665 $1.6M
Capital Asset Advisory Services LLC 0.08% Reduce -34.9% 6,596 $1.6M
Shelton Capital Management 0.04% Reduce -1.2% 6,516 $1.6M
NorthStar Asset Management LLC 0.99% Add +12.9% 6,502 $1.6M
Edgemoor Investment Advisors, Inc. 0.15% No change 6,449 $1.6M
Checchi Capital Advisers, LLC 0.11% Add +1.5% 6,444 $1.6M
Banco Santander, S.A. 0.02% Reduce -92.6% 6,379 $1.6M
Matauro, LLC 0.31% New 6,322 $1.5M
Kathmere Capital Management, LLC 0.13% Add +17.5% 6,311 $1.5M
Lester Murray Antman dba SimplyRich 0.44% No change 6,242 $1.5M
Exchange Bank 1.23% No change 6,239 $1.5M
OmniStar Financial Group, Inc. 1.20% Add +97.7% 6,228 $1.5M
GAMMA Investing LLC 0.11% Add +32.0% 6,211 $1.5M
Venture Visionary Partners LLC 0.06% Reduce -1.2% 6,127 $1.5M
Chesley Taft & Associates LLC 0.07% Reduce -5.7% 6,099 $1.5M
Sagespring Wealth Partners, LLC 0.04% Add +15.9% 6,085 $1.5M
Thompson Siegel & Walmsley LLC 0.03% Reduce -15.6% 6,055 $1.5M
Graybill Wealth Management, LTD. 0.51% — 6,053 $1.5M
Concord Wealth Partners 0.24% Reduce -1.7% 6,048 $1.5M
Peapack Gladstone Financial Corp. 0.02% Add +0.2% 5,916 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -0.8% 5,905 $1.4M
Ostrum Asset Management 0.08% Reduce -2.6% 5,873 $1.4M
Prosperity Financial Group, Inc. 0.71% Add +1.7% 5,855 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -5.4% 5,828 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +5.9% 5,826 $1.4M
Louisbourg Investments Inc. 0.38% Reduce -0.4% 8,179 $1.4M
Jones Financial Companies LLLP 0.00% Add +36.0% 5,822 $1.4M
Shell Asset Management Co. 0.07% Add +0.6% 5,771 $1.4M
Ironwood Investment Counsel, LLC 0.24% Add +0.9% 5,749 $1.4M
EverSource Wealth Advisors, LLC 0.08% Add +13.7% 5,735 $1.4M
Elmwood Wealth Management, Inc. 0.57% Reduce -6.4% 5,722 $1.4M
Welch & Forbes LLC 0.02% Reduce -33.6% 5,720 $1.4M
Trust Asset Management LLC 0.11% Reduce -0.3% 5,662 $1.4M
Wimmer Associates 1, LLC 0.73% Reduce -13.3% 6,158 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.23% Add +20.2% 5,642 $1.4M
Principal Securities, Inc. 0.03% No change 6,422 $1.4M
Fidelis Capital Partners, LLC 0.14% Add +0.1% 6,191 $1.4M
AXS Investments LLC 0.38% Reduce -6.0% 5,557 $1.4M
Neville Rodie & Shaw Inc. 0.11% No change 5,530 $1.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.73% Reduce -47.6% 5,500 $1.3M
Landscape Capital Management, L.L.C. 0.12% Reduce -50.0% 5,478 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -15.7% 5,469 $1.3M
Valeo Financial Advisors, LLC 0.04% Reduce -1.4% 5,442 $1.3M
Concord Asset Management, LLC 0.29% Reduce -0.3% 6,033 $1.3M
West Paces Advisors Inc. 0.30% Add +2.8% 5,409 $1.3M
Center For Asset Management LLC 0.80% Reduce -3.3% 5,387 $1.3M
Integrated Advisors Network LLC 0.07% Add +10.4% 5,349 $1.3M
Mgo One Seven LLC 0.05% Reduce -8.9% 5,302 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Add +8.6% 5,300 $1.3M
Legacy Wealth Asset Management, LLC 0.36% Reduce -0.7% 5,292 $1.3M
Dover Advisors, LLC 0.56% Reduce -1.8% 5,279 $1.3M
NorthRock Partners, LLC 0.04% Add +4.7% 5,279 $1.3M
CenterBook Partners LP 0.08% New 5,263 $1.3M
Strategic Wealth Investment Group, LLC 2.23% Reduce -91.1% 5,261 $1.3M
AA Financial Advisors, LLC 0.31% No change 5,201 $1.3M
Hamilton Point Investment Advisors, LLC 0.23% Add +8.9% 5,174 $1.3M
Brooklyn Investment Group 0.27% Add +28.7% 5,168 $1.3M
SkyView Investment Advisors, LLC 0.19% Add +6.9% 5,165 $1.3M
Broadway Wealth Solutions, Inc. 0.91% Add +0.5% 5,133 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.70% No change 5,091 $1.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% No change 5,060 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.0% 5,043 $1.2M
AlphaCore Capital LLC 0.10% New 5,037 $1.2M
JGP Wealth Management, LLC 0.16% Add +1.3% 4,966 $1.2M
Cigna Investments Inc. 0.23% Reduce -1.9% 4,946 $1.2M
Canandaigua National Bank & Trust Co. 0.12% Reduce -2.4% 4,933 $1.2M
FORA Capital, LLC 0.12% Add +379.3% 4,927 $1.2M
Bar Harbor Wealth Management 0.08% Reduce -0.5% 4,903 $1.2M
HM Payson & Co. 0.02% Reduce -0.8% 4,893 $1.2M
Manchester Capital Management LLC 0.15% Add +0.5% 4,881 $1.2M
Independent Advisor Alliance 0.04% Add +5.3% 4,881 $1.2M
West Family Investments, Inc. 0.45% No change 4,878 $1.2M
DF Dent & Co. Inc. 0.02% Reduce -16.5% 4,809 $1.2M
Beck Bode, LLC 0.22% Reduce -55.3% 4,797 $1.2M
D.A. Davidson & Co. 0.01% Reduce -13.0% 4,772 $1.2M
Red Door Wealth Management, LLC 0.17% Add +3.3% 4,765 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +40.4% 4,759 $1.2M
Fullcircle Wealth LLC 0.48% Add +2.9% 5,245 $1.2M
Bridgewater Advisors Inc. 0.10% New 5,196 $1.2M
Capital Group Investment Management Pte. LTD. 0.23% No change 4,706 $1.1M
Belpointe Asset Management LLC 0.06% Reduce -54.8% 4,690 $1.1M
Cascade Financial Partners, LLC 0.14% Add +0.2% 4,676 $1.1M
Connecticut Wealth Management, LLC 0.06% Reduce -4.2% 4,654 $1.1M
Murphy Pohlad Asset Management LLC 0.48% Reduce -1.8% 4,645 $1.1M
Fjell Capital, LLC 1.15% Reduce -0.3% 4,644 $1.1M
WINTON GROUP Ltd 0.07% Add +166.4% 4,632 $1.1M
Boltwood Capital Management 0.34% Reduce -7.5% 4,622 $1.1M
Quadcap Wealth Management, LLC 0.16% Reduce -2.8% 4,600 $1.1M
Leavell Investment Management, Inc. 0.05% Reduce -1.4% 4,543 $1.1M
Quadrant Private Wealth Management, LLC 0.28% Reduce -1.1% 4,537 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +1.1% 4,517 $1.1M
Journey Strategic Wealth LLC 0.04% Add +3.2% 4,513 $1.1M
Board of the Pension Protection Fund 1.25% Add +28.6% 4,500 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Add +13.3% 4,485 $1.1M
1248 Management, LLC 0.46% Reduce -13.0% 4,444 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.16% Reduce -0.9% 4,427 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.11% Add +36.4% 4,425 $1.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% New 4,400 $1.1M
Trust Co. of Toledo NA 0.14% Reduce -2.3% 4,386 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -12.1% 4,343 $1.1M
Fiduciary Family Office, LLC 0.35% New 4,341 $1.1M
Sage Mountain Advisors LLC 0.08% Add +25.3% 4,335 $1.1M
Ceeto Capital Group, LLC 0.40% Add +30.3% 4,300 $1.0M
Advance Capital Management, Inc. 0.05% Add +0.2% 4,295 $1.0M
Waverly Advisors, LLC 0.01% Reduce -6.3% 4,252 $1.0M
Legacy Capital Wealth Partners, LLC 0.25% Reduce -9.7% 4,220 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +37.5% 4,214 $1.0M
Csenge Advisory Group 0.06% Reduce -1.2% 4,654 $1.0M
Trivium Point Advisory, LLC 0.13% Add +8.4% 4,193 $1.0M
Nilsine Partners, LLC 0.11% Reduce -1.9% 4,170 $1.0M
ExodusPoint Capital Management, LP 0.01% Add +172.1% 4,111 $1.0M
Western Wealth Management, LLC 0.07% Reduce -4.1% 4,089 $998K
GM Advisory Group, LLC 0.05% Add +0.3% 4,082 $996K
Financial Counselors Inc. 0.02% Add +39.8% 4,074 $994K
Atlantic Union Bankshares Corp 0.06% Add +0.7% 4,058 $990K
TOWER TRUST & INVESTMENT Co 0.80% — 4,382 $988K
AMG National Trust Bank 0.03% Add +4.9% 4,040 $986K
Sfmg, LLC 0.08% Add +1.7% 4,036 $985K
Wingate Wealth Advisors, Inc. 1.13% No change 4,022 $981K
Sowell Financial Services LLC 0.04% New 4,004 $977K
Kondo Wealth Advisors, Inc. 0.48% Reduce -8.5% 3,974 $970K
McAdam, LLC 0.06% Add +1.2% 3,948 $963K
Allred Capital Management, LLC 0.38% Reduce -1.0% 3,945 $963K
Net Worth Advisory Group 0.30% Add +27.4% 3,944 $962K
Essex Investment Management Co. LLC 0.20% Reduce -7.8% 3,933 $960K
MassMutual Private Wealth & Trust, FSB 0.03% Add +3.3% 3,927 $958K
Farther Finance Advisors, LLC 0.02% Reduce -5.4% 3,914 $955K
Napatree Capital LLC 0.54% Add +4.6% 3,911 $954K
Parisi Gray Wealth Management 0.31% New 3,881 $947K
Stephens Inc. 0.01% Add +3.5% 3,855 $941K
Aries Wealth Management 0.25% Reduce -31.5% 3,837 $936K
Genesee Capital Advisors, LLC 0.47% Add +9.5% 3,826 $934K
Compound Planning, Inc. 0.04% Add +15.7% 3,808 $929K
Frank, Rimerman Advisors LLC 0.07% Add +5.7% 3,795 $926K
Baker Ellis Asset Management LLC 0.13% Add +61.3% 3,788 $924K
Cary Street Partners Investment Advisory LLC 0.53% Add +12.6% 3,783 $923K
Fulton Bank, N.A. 0.04% Reduce -0.4% 3,777 $922K
Ausdal Financial Partners, Inc. 0.07% Add +5.5% 3,768 $919K
Matthew Goff Investment Advisor, LLC 0.17% Add +0.3% 3,761 $918K
VeraBank, N.A. 0.26% Add +0.1% 3,749 $915K
Shira Ridge Wealth Management 0.45% Reduce -0.1% 3,718 $907K
Graypoint LLC 0.06% Add +4.0% 3,683 $899K
Founders Financial Securities LLC 0.08% Add +14.6% 4,077 $899K
Personal Cfo Solutions, LLC 0.18% Add +0.5% 3,678 $898K
Ashton Thomas Securities, LLC 0.25% Add +1.1% 3,667 $895K
Quotient Wealth Partners, LLC 0.03% Reduce -3.5% 3,626 $885K
Contravisory Investment Management, Inc. 0.19% Reduce -90.8% 3,620 $883K
Caldwell Trust Co 0.09% No change 3,616 $882K
Westpac Banking Corp. 0.06% Reduce -17.4% 3,614 $882K
MQS Management LLC 0.51% New 3,613 $882K
Vista Investment Partners LLC 0.27% No change 3,600 $879K
Schechter Investment Advisors, LLC 0.07% Reduce -9.5% 3,589 $876K
Strategic Blueprint, LLC 0.05% Reduce -8.8% 3,581 $874K
Wealthspire Advisors, LLC 0.01% Add +4.5% 3,538 $863K
Rossby Financial, LCC 0.37% Add +14.9% 3,918 $859K
Glenview Trust Co 0.02% Add +44.8% 3,518 $858K
AE Wealth Management LLC 0.01% Add +16.8% 3,513 $857K
Mma Asset Management LLC 0.36% No change 3,504 $855K
Buckley Wealth Management, LLC 0.27% Add +0.4% 3,501 $854K
Truefg, LLC 0.28% No change 3,500 $854K
Noesis Capital Mangement Corp. 0.17% No change 3,500 $854K
Level Four Advisory Services, LLC 0.04% Add +0.1% 3,499 $854K
Thrive Wealth Management, LLC 0.16% Add +10.3% 3,439 $839K
CWA Asset Management Group, LLC 0.04% Add +6.5% 3,435 $838K
Allworth Financial LP 0.00% Reduce -1.9% 3,822 $837K
Balyasny Asset Management L.P. 0.00% Reduce -68.1% 3,404 $831K
Essex Financial Services, Inc. 0.06% Reduce -47.7% 3,397 $829K
Hutchinson Capital Management 0.16% Reduce -7.5% 3,395 $828K
Pallas Capital Advisors LLC 0.03% Add +105.6% 3,343 $816K
Livforsakringsbolaget Skandia, Omsesidigt 0.05% No change 3,334 $814K
PUREfi Wealth, LLC 0.81% Add +108.0% 3,324 $811K
Quadrature Capital Ltd 0.02% New 3,317 $809K
Missouri Trust & Investment Co 0.28% Reduce -10.9% 3,310 $808K
Williams Jones Wealth Management, LLC. 0.01% Reduce -11.3% 3,304 $806K
SRN Advisors, LLC 0.90% Reduce -3.0% 3,295 $804K
White Pine Investment CO 0.22% Reduce -11.9% 3,296 $804K
Aaron Wealth Advisors LLC 0.09% Add +7.8% 3,288 $802K
Proficio Capital Partners LLC 0.06% Add +0.6% 3,262 $796K
Ninety One SA (Pty) Ltd 0.15% New 3,254 $795K
Chilton Investment Co. Inc. 0.02% Add +1.1% 3,256 $795K
PDS Planning, Inc 0.07% Add +9.0% 3,255 $794K
Rodgers Brothers Inc. 0.11% No change 3,250 $793K
Kohmann Bosshard Financial Services, LLC 0.09% No change 3,244 $792K
Schear Investment Advisers, LLC 0.46% Add +54.5% 3,243 $791K
Gateway Investment Advisers LLC 0.01% Add +3.6% 3,235 $789K
Parvin Asset Management, LLC 0.89% No change 3,230 $788K
Arkadios Wealth Advisors 0.03% Add +11.9% 3,217 $785K
Waller Financial Planning Group, Inc. 0.22% Add +0.4% 3,214 $784K
Forum Financial Management, LP 0.01% Reduce -1.1% 3,212 $784K
Empower Advisory Group, LLC 0.00% Reduce -7.9% 3,212 $784K
Mutual Advisors, LLC 0.02% Add +15.4% 3,569 $782K
Duncker Streett & Co. Inc. 0.15% No change 3,200 $781K
Defined Wealth Management, LLC 0.52% Add +1.5% 3,198 $780K
Bison Wealth, LLC 0.07% New 3,451 $778K
OneAscent Financial Services LLC 0.05% Add +44.2% 3,164 $772K
Schonfeld Strategic Advisors LLC 0.01% Reduce -86.5% 3,155 $770K
Florida Financial Advisors, LLC 0.30% Add +13.7% 3,147 $768K
Bill Few Associates, Inc. 0.27% Reduce -0.7% 3,135 $765K
Ellevest, Inc. 0.05% Add +1.8% 3,082 $752K
Clarius Group, LLC 0.05% Reduce -4.8% 3,077 $751K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,386 $742K
Vicus Capital 0.07% Reduce -0.1% 3,038 $741K
Dakota Wealth Management 0.02% Reduce -15.6% 3,031 $740K
North Star Asset Management Inc. 0.03% No change 3,030 $739K
SOL Capital Management CO 0.08% No change 3,030 $739K
Nicolet Bankshares Inc. 0.15% Reduce -34.9% 3,026 $738K
ICONIQ Capital, LLC 0.01% Add +9.7% 3,012 $735K
Delta Investment Management, LLC 0.15% Reduce -2.3% 3,009 $734K
Nicolet Advisory Services, LLC 0.07% Reduce -2.7% 3,204 $733K
Equitable Holdings, Inc. 0.01% Add +17.6% 2,999 $732K
Avestar Capital, LLC 0.07% Add +6.8% 2,989 $729K
Dogwood Wealth Management LLC 0.38% Add +13.9% 2,948 $719K
Aprio Wealth Management, LLC 0.09% Add +25.7% 2,948 $719K
Groupama Asset Managment 0.01% Add +131.5% 2,961 $718K
Prospera Financial Services Inc 0.02% Add +13.2% 2,900 $708K
McRae Capital Management Inc. 0.15% No change 2,899 $708K
Simon Quick Advisors, LLC 0.04% Add +29.5% 2,898 $707K
Chesapeake Asset Management LLC 0.67% Add +22.7% 2,878 $702K
Strid Group, LLC 0.11% No change 2,873 $701K
Adero Partners, LLC 0.05% Add +2.0% 2,864 $699K
Kearns & Associates LLC 0.45% No change 2,860 $698K
Faithward Advisors, LLC 0.12% Add +2.7% 2,854 $696K
Archvest Wealth Advisors, Inc. 0.57% No change 2,840 $693K
My Legacy Advisors, LLC 0.27% Add +1.2% 2,820 $688K
PGIM Custom Harvest LLC 0.02% Reduce -9.3% 2,811 $686K
James Hambro & Partners LLP 0.03% No change 2,811 $686K
Meritas Wealth Management, LLC 0.40% No change 2,805 $685K
Spirepoint Private Client, LLC 0.09% Reduce -0.1% 2,804 $684K
Mattern Capital Management, LLC 0.09% Add +9.2% 2,766 $675K
Howard Capital Management, LLC 0.02% Reduce -11.1% 2,755 $672K
Avalon Trust Co 0.05% No change 2,714 $662K
Coign Capital Advisors LLC 0.51% Reduce -0.8% 2,714 $662K
Warther Private Wealth, LLC 0.22% Reduce -1.5% 2,700 $659K
Premier Path Wealth Partners, LLC 0.10% Add +0.2% 2,664 $650K
Smith Salley Wealth Management 0.04% Add +25.5% 2,649 $646K
Amplius Wealth Advisors, LLC 0.07% Add +0.2% 2,645 $645K
Capital Advisors Inc. 0.01% Reduce -0.5% 2,643 $645K
44 Wealth Management LLC 0.24% Reduce -4.3% 2,631 $642K
Boston Research & Management Inc. 0.16% No change 2,620 $639K
Ofi Invest Asset Management 0.02% Add +9.1% 2,827 $639K
Procyon Advisors, LLC 0.04% Add +2.6% 2,587 $631K
TFB Advisors LLC 0.18% Add +0.4% 2,586 $631K
C2C Wealth Management, LLC 0.59% No change 2,580 $630K
Delta Financial Group, Inc. 0.14% Reduce -1.6% 2,666 $625K
Walter & Keenan Wealth Management LLC /in/ 0.19% Add +4.8% 2,542 $620K
Tuttle Capital Management, LLC 2.71% Add +40.1% 2,530 $617K
IFC Advisors LLC 0.13% New 2,518 $614K
Wolverine Trading, LLC 0.02% New 2,533 $614K
Broderick Brian C 0.12% No change 2,500 $610K
Montag A & Associates Inc. 0.03% Reduce -11.6% 2,475 $604K
LGT Group Foundation 0.01% Reduce -26.5% 2,473 $603K
Eads & Heald Wealth Management 0.30% Add +1.4% 2,460 $600K
Spectrum Wealth Advisory Group, LLC 0.29% No change 2,457 $600K
Foguth Wealth Management, LLC. 0.15% New 2,454 $599K
Signal Advisors Wealth, LLC 0.06% New 2,448 $597K
Aberdeen Wealth Management LLC 0.41% No change 2,436 $594K
Great Lakes Advisors, LLC 0.01% Add +10.7% 2,418 $590K
Advisors Capital Management, LLC 0.01% Add +10.3% 2,417 $590K
Swmg, LLC 0.23% Reduce -0.9% 2,686 $589K
Gryphon Financial Partners LLC 0.09% Add +20.3% 2,391 $583K
Fielder Capital Group LLC 0.17% Add +2.8% 2,386 $582K
Advyzon Investment Management, LLC 0.21% Add +111.3% 2,384 $582K
Patrick M Sweeney & Associates, Inc. 0.43% No change 2,368 $578K
Powell Investment Advisors, LLC 0.28% No change 2,359 $576K
PFG Investments, LLC 0.04% Add +15.5% 2,358 $575K
D'Orazio & Associates, Inc. 0.09% Add +0.5% 2,346 $572K
Stockman Wealth Management, Inc. 0.08% Reduce -0.6% 2,345 $572K
Legacy Financial Advisors, Inc. 0.10% Add +1.1% 2,343 $572K
Wela Strategies, Inc. 0.24% New 2,325 $567K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -48.0% 2,323 $567K
IHT Wealth Management, LLC 0.02% Add +2.0% 2,306 $563K
Keel Point, LLC 0.04% Add +31.9% 2,292 $559K
National Wealth Management Group, LLC 0.37% New 2,285 $558K
Alta Advisers Ltd 0.24% Add +44.4% 2,278 $556K
Berkshire Asset Management LLC 0.03% Add +29.2% 2,410 $550K
Sigma Planning Corp 0.02% Reduce -3.1% 2,254 $550K
Intellus Advisors LLC 0.10% Add +88.2% 2,241 $547K
LGT Fund Management Co Ltd. 0.05% No change 2,240 $547K
GTS Securities LLC 0.02% Reduce -60.4% 2,239 $546K
Atala Financial Inc 0.39% No change 2,202 $537K
Penobscot Investment Management Company, Inc. 0.05% Reduce -8.3% 2,194 $535K
Financial Advocates Investment Management 0.04% Reduce -2.8% 2,192 $535K
Evernest Financial Advisors, LLC 0.19% No change 2,174 $531K
Parsons Capital Management Inc. 0.03% Add +0.3% 2,173 $530K
Good Life Advisors, LLC 0.04% Reduce -1.0% 2,172 $530K
Mather Group, Llc. 0.01% Reduce -2.4% 2,170 $530K
Fisher Asset Management 0.00% Add +8.8% 2,168 $529K
ARS Investment Partners, LLC 0.05% No change 2,478 $526K
Kessler Investment Group, LLC 0.26% Reduce -8.1% 2,147 $524K
Citizens Business Bank 0.11% No change 1,096 $524K
Modera Wealth Management, LLC 0.01% Add +13.3% 2,135 $521K
WestHill Financial Advisors, Inc. 0.12% Reduce -0.5% 2,132 $520K
Mayflower Financial Advisors, LLC 0.08% Add +1.7% 2,129 $520K
Eastern Bank 0.01% Add +14.2% 2,125 $519K
Tower Bridge Advisors 0.06% Reduce -0.3% 2,123 $518K
Hexagon Capital Partners LLC 0.10% Add +12.5% 2,121 $518K
Carolinas Wealth Consulting LLC 0.11% Add +0.6% 2,117 $517K
Smith & Howard Wealth Management, LLC 0.14% No change 2,100 $512K
Talisman Wealth Advisors LLC 0.53% Reduce -4.4% 2,098 $512K
Cassaday & Co Wealth Management LLC 0.01% No change 2,098 $512K
Brookstone Capital Management 0.01% Add +1.8% 2,096 $511K
Congress Asset Management Co. 0.00% No change 2,087 $509K
L2 Asset Management, LLC 0.10% Add +9.4% 2,079 $507K
Y-Intercept (Hong Kong) Ltd 0.03% New 2,073 $506K
Cynosure Group, LLC 0.07% Add +2.9% 2,067 $504K
McElhenny Sheffield Capital Management, LLC 0.19% New 2,059 $502K
Core Alternative Capital 0.12% Reduce -0.9% 2,037 $497K
Merrion Investment Management Co, LLC 0.36% No change 2,031 $496K
Optas, LLC 0.09% Reduce -2.1% 2,026 $494K
Andina Capital Management, LLC 0.35% New 2,025 $494K
Harvest Fund Management Co., Ltd 0.02% Add +47.7% 2,025 $494K
Pure Financial Advisors, LLC 0.01% Add +29.6% 2,022 $493K
Everpar Advisors LLC 0.26% Reduce -7.6% 2,018 $492K
OneAscent Family Office, LLC 0.46% New 2,018 $492K
Stratos Wealth Partners, LTD. 0.01% Reduce -34.4% 2,007 $490K
Kornitzer Capital Management Inc. 0.01% No change 2,000 $488K
S&co Inc. 0.03% No change 2,000 $488K
Evergreen Capital Management LLC 0.02% Add +8.7% 1,998 $488K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,985 $484K
Wallace Capital Management Inc. 0.06% No change 1,960 $478K
Kanawha Capital Management LLC 0.04% No change 1,960 $478K
Avior Wealth Management, LLC 0.02% Add +0.1% 1,955 $477K
Gratus Wealth Advisors, LLC 0.08% Reduce -5.5% 1,946 $475K
CKW Financial Group 0.06% Add +0.1% 1,944 $474K
Prossimo Advisors, LLC 0.36% Add +1.5% 1,939 $473K
Opus Capital Group, LLC 0.06% Add +2.6% 1,926 $470K
Evoke Wealth, LLC 0.01% Add +16.3% 1,921 $469K
Tradewinds, LLC. 0.13% Reduce -3.0% 1,918 $468K
Westover Capital Advisors, LLC 0.10% Add +2.1% 1,881 $459K
Acima Private Wealth, LLC 0.16% No change 1,881 $459K
Aster Capital Management (DIFC) Ltd 0.08% Add +27.7% 1,922 $457K
Cornerstone Advisory, LLC 0.05% Add +17.7% 2,009 $456K
Corient IA LP 0.32% — 1,860 $454K
Guardian Wealth Advisors, LLC / NC 0.04% Add +5.0% 1,858 $453K
Dynamic Advisor Solutions LLC 0.01% Add +5.9% 1,857 $453K
Willow Creek Wealth Management Inc. 0.04% Add +0.3% 1,854 $452K
Heritage Wealth Management, Inc. 0.15% No change 1,852 $452K
Portfolio Design Labs, LLC 0.09% Add +63.9% 1,850 $451K
Cypress Capital Group 0.06% Add +84.8% 1,848 $451K
Gilbert & Cook, Inc. 0.07% No change 1,846 $450K
Gladstone Institutional Advisory LLC 0.02% Reduce -9.0% 1,845 $450K
Catalyst Financial Partners LLC 0.08% Add +6.8% 1,840 $449K
RDA Financial Network 0.13% Add +3.8% 1,839 $449K
Rothschild Investment LLC 0.03% Add +3.6% 1,838 $449K
LeClair Wealth Partners LLC 0.32% No change 1,821 $444K
Trust Point Inc. 0.04% Reduce -39.4% 1,821 $444K
TFR Capital, LLC. 0.18% New 1,809 $441K
USA Financial Formulas 0.07% Add +82.2% 1,809 $441K
AGH Wealth Advisors, LLC 0.42% Reduce -3.6% 1,805 $440K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -9.0% 1,801 $439K
Dillon & Associates Inc. 0.07% No change 1,800 $439K
Davis R M Inc. 0.01% Add +11.1% 1,798 $439K
Northstar Financial Companies, Inc. 0.47% No change 1,787 $436K
Ewa, LLC 0.16% Add +2.2% 1,781 $435K
New Hampshire Trust 0.10% No change 1,778 $434K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -2.8% 1,770 $432K
Stratos Wealth Advisors, LLC 0.02% Add +4.9% 1,768 $432K
Mayport, LLC 0.12% No change 1,768 $431K
Tritonpoint Wealth, LLC 0.04% Add +5.0% 1,760 $429K
Main Street Financial Solutions, LLC 0.04% Add +71.3% 1,758 $429K
Norris Perne & French LLP 0.03% Reduce -2.5% 1,756 $429K
Cahaba Wealth Management, Inc. 0.04% No change 1,754 $428K
Waldron Private Wealth LLC 0.02% Reduce -43.7% 1,743 $425K
Moors & Cabot, Inc. 0.02% Add +2.8% 1,738 $424K
SeaCrest Wealth Management, LLC 0.05% Reduce -11.6% 1,737 $424K
J.W. Cole Advisors, Inc. 0.01% Add +15.5% 1,727 $421K
Clarkston Capital Partners, LLC 0.01% No change 1,725 $421K
SOA Wealth Advisors, LLC. 0.09% Add +0.1% 1,711 $418K
Douglass Winthrop Advisors, LLC 0.01% No change 1,708 $417K
MCF Advisors LLC 0.03% Reduce -2.2% 1,706 $416K
Asset Allocation & Management Company, LLC 0.21% No change 1,700 $415K
Journey Advisory Group, LLC 0.03% Reduce -11.5% 1,700 $415K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,700 $415K
Investment Partners, LTD. 0.17% Add +0.4% 1,690 $412K
Koshinski Asset Management, Inc. 0.04% Add +1.8% 1,687 $412K
RVW Wealth, LLC 0.04% New 1,681 $410K
Lockerman Financial Group, Inc. 0.62% Reduce -0.5% 1,676 $409K
FSM Wealth Advisors, LLC 0.09% Add +11.7% 1,673 $408K
Kinloch Capital, LLC 0.20% No change 1,672 $408K
Claro Advisors Inc. 0.05% Add +17.4% 1,669 $407K
SCS Capital Management LLC 0.01% New 1,657 $404K
Geneos Wealth Management Inc. 0.01% Add +24.4% 1,647 $402K
Meridian Wealth Advisors, LLC 0.07% Add +0.2% 1,647 $402K
Talon Private Wealth, LLC 0.05% Reduce -3.8% 1,644 $401K
Bellwether Advisors, LLC 0.08% Reduce -93.2% 1,616 $394K
Hall Laurie J Trustee 0.14% Reduce -13.4% 1,610 $393K
Mark Sheptoff Financial Planning, LLC 0.22% No change 1,609 $393K
TCI Wealth Advisors, Inc. 0.03% Add +1.3% 1,608 $392K
Palisades Hudson Asset Management, L.P. 0.18% No change 1,607 $392K
Savvy Advisors, Inc. 0.04% Add +2.2% 1,601 $391K
Sava Infond d.o.o. 0.07% Reduce -50.0% 1,600 $390K
Private Wealth Asset Management, LLC 0.06% — 1,599 $390K
Chicago Partners Investment Group LLC 0.01% Reduce -7.9% 1,704 $388K
Carret Asset Management, LLC 0.04% No change 1,590 $388K
Litman Gregory Wealth Management LLC 0.03% Reduce -11.7% 1,589 $388K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,585 $387K
Detalus Advisors, LLC 0.12% Add +2.5% 1,580 $386K
Capital Management Corp. 0.07% No change 1,580 $386K
Angeles Wealth Management, LLC 0.03% Add +10.4% 1,579 $385K
Optimize Financial Inc. 0.14% New 1,573 $384K
Axq Capital, LP 0.15% Reduce -74.4% 1,571 $383K
Bailard, Inc. 0.01% Add +0.1% 1,571 $383K
Roble, Belko & Company, Inc 0.06% Reduce -18.0% 1,566 $382K
VestGen Advisors, LLC 0.02% — 1,550 $378K
Veracity Capital LLC 0.15% Add +1.0% 1,548 $378K
Deseret Mutual Benefit Administrators 0.19% Add +3.4% 1,548 $378K
Alpha Family Trust 0.22% Add +53.7% 1,545 $377K
Parkside Financial Bank & Trust 0.05% Add +20.2% 1,536 $375K
SlateStone Wealth, LLC 0.04% Add +0.1% 1,533 $374K
Johnson & White Wealth Management, LLC 0.21% Add +0.3% 1,520 $371K
Northeast Financial Consultants Inc 0.02% No change 1,514 $369K
Lindbrook Capital, LLC 0.03% Add +3.0% 1,514 $369K
CENTRAL TRUST Co 0.01% Reduce -4.1% 1,512 $369K
Rossmore Private Capital 0.05% Add +17.3% 1,509 $368K
Acorn Creek Capital LLC 0.18% Reduce -5.1% 1,509 $368K
Columbia Bank 0.13% Add +5.5% 1,508 $368K
Rehmann Capital Advisory Group 0.02% Add +4.9% 1,507 $368K
Yoffe Investment Management, LLC 0.54% No change 1,500 $366K
Continuum Advisory, LLC 0.05% Add +9.5% 1,498 $366K
FourThought Financial Partners, LLC 0.04% Reduce -5.9% 1,486 $363K
St Germain D J Co. Inc. 0.02% Add +97.5% 1,485 $362K
Drive Wealth Management, LLC 0.09% Add +1.6% 1,485 $362K
Austin Private Wealth, LLC 0.03% Add +1.7% 1,483 $362K
TigerOak Management, L.L.C. 0.14% Reduce -4.7% 1,480 $361K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -40.5% 1,480 $361K
Resonant Capital Advisors, LLC 0.03% Add +17.3% 1,477 $360K
WealthBridge Capital Management, LLC 0.10% Add +2.3% 1,475 $360K
Prestige Wealth Management Group LLC 0.08% Add +1.4% 1,462 $357K
Robertson Stephens Wealth Management, LLC 0.01% New 1,454 $355K
Fayez Sarofim & Co 0.00% No change 1,450 $354K
Mairs & Power Inc. 0.00% Add +5.5% 1,449 $354K
First Affirmative Financial Network 0.22% Reduce -12.4% 1,446 $353K
Verdence Capital Advisors LLC 0.03% Add +4.3% 1,441 $352K
MBB Public Markets I LLC 0.04% New 1,440 $351K
Bolthouse Investments, LLC 0.37% No change 1,436 $350K
Bank of New Hampshire 0.09% No change 1,435 $350K
Breakwater Capital Group 0.06% Reduce -3.0% 1,435 $350K
PFS Partners, LLC 0.19% No change 1,434 $350K
Veltria Advisors Corp. 0.23% Reduce -41.6% 1,433 $350K
Mission Creek Capital Partners, Inc. 0.08% No change 1,433 $350K
Sentry Investment Management LLC 0.24% Reduce -23.0% 1,559 $349K
Synergy Investment Management, LLC 0.15% Reduce -0.1% 1,426 $348K
Diligent Investors, LLC 0.08% No change 1,425 $348K
Joel Isaacson & Co., LLC 0.02% No change 1,424 $347K
Retireful, LLC 0.33% New 1,432 $347K
Main Line Retirement Advisors, LLC 0.22% Add +0.1% 1,419 $346K
Everett Harris & Co. 0.00% No change 1,412 $345K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,403 $342K
Ameritas Advisory Services, LLC 0.01% Add +6.0% 1,502 $342K
Capital Wealth Planning, LLC 0.00% No change 1,400 $342K
Essex Bank 0.08% Reduce -1.2% 1,400 $342K
Sterling Group Wealth Management, LLC 0.18% No change 1,399 $341K
Stiles Financial Services Inc 0.13% Add +2.3% 1,398 $341K
Klingenstein Fields & Co. LP 0.01% Add +1.8% 1,395 $340K
Pointe Capital Management LLC 0.20% No change 1,392 $340K
Cromwell Holdings LLC 0.22% No change 1,390 $339K
Alteri Wealth LLC 0.15% Reduce -12.9% 1,389 $339K
New Age Alpha Advisors, LLC 0.02% Reduce -14.6% 1,385 $338K
Rothschild Capital Partners, LLC 0.09% No change 1,380 $337K
Ascentis Wealth Management, LLC 0.11% New 1,369 $334K
Signature Estate & Investment Advisors LLC 0.01% Add +1.6% 1,361 $332K
Colonial Trust Co / SC 0.05% Add +1.6% 1,356 $331K
Marcum Wealth, LLC 0.03% Reduce -0.4% 1,355 $331K
Legacy Advisory Services, LLC 0.28% Add +0.3% 1,350 $330K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $329K
Verus Capital Partners, LLC 0.03% Reduce -2.3% 1,346 $328K
Beacon Investment Advisory Services, Inc. 0.02% Add +14.2% 1,343 $328K
HCR Wealth Advisors 0.04% No change 1,338 $327K
Farmers & Merchants Investments Inc. 0.01% No change 1,338 $327K
FWG Holdings, LLC 0.16% Add +0.1% 1,465 $325K
Revisor Wealth Management LLC 0.14% New 1,329 $324K
Millstone Evans Group, LLC 0.22% No change 1,325 $323K
Hollencrest Capital Management 0.01% Reduce -2.2% 1,322 $323K
Busey Bank 0.01% Add +4.2% 1,319 $322K
Peachtree Investment Partners, LLC 0.13% New 1,315 $321K
International Assets Investment Management, LLC 0.03% Reduce -29.8% 1,313 $320K
Trueblood Wealth Management, LLC 0.15% Add +24.4% 1,311 $320K
RFG Advisory, LLC 0.01% Reduce -3.0% 1,309 $319K
CYBER HORNET ETFs LLC 0.32% Add +0.1% 1,303 $318K
Genesis Private Wealth, LLC 0.17% Add +6.1% 1,292 $315K
Five Oceans Advisors 0.15% Add +0.2% 1,291 $315K
Thrive Capital Management, LLC 0.19% New 1,289 $314K
Trust Co. of Vermont 0.02% Add +1.7% 1,283 $313K
Cornerstone Wealth Group, LLC 0.03% Add +0.6% 1,283 $313K
Vestor Capital, LLC 0.03% Reduce -0.8% 1,282 $313K
Braun-Bostich & Associates Inc. 0.23% Add +5.5% 1,281 $313K
Insigneo Advisory Services, LLC 0.03% Add +6.9% 1,278 $312K
EntryPoint Capital, LLC 0.14% New 1,277 $312K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $312K
Ignite Planners, LLC 0.06% Add +8.1% 1,391 $312K
Portside Wealth Group, LLC 0.05% New 1,275 $311K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.9% 1,272 $311K
Jacobi Capital Management LLC 0.02% Add +16.3% 1,270 $310K
GeoWealth Management, LLC 0.01% Reduce -47.3% 1,268 $310K
E Fund Management Co., Ltd. 0.01% Add +3.9% 1,263 $308K
New England Professional Planning Group Inc. 0.15% No change 1,261 $308K
Versant Capital Management, Inc 0.05% Add +69.6% 1,260 $307K
Victrix Investment Advisors 0.16% Reduce -1.2% 1,258 $307K
YHB Investment Advisors, Inc. 0.03% Reduce -6.3% 1,256 $307K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.9% 1,254 $306K
Twin Focus Capital Partners, LLC 0.05% No change 1,253 $306K
Harbour Investments, Inc. 0.01% Add +3.6% 1,253 $306K
Court Place Advisors, LLC 0.10% Add +4.0% 1,248 $305K
Old National Bancorp 0.01% New 1,248 $305K
SageView Advisory Group, LLC 0.01% Add +1.3% 1,246 $304K
Wealth Management Associates, Inc. 0.13% No change 1,244 $304K
Members Wealth LLC 0.23% Reduce -17.4% 1,243 $303K
Soltis Investment Advisors LLC 0.03% Add +7.6% 1,240 $303K
StoneX Group Inc. 0.02% Add +3.6% 1,239 $302K
Sivia Capital Partners, LLC 0.14% Add +8.4% 1,239 $302K
Ballast, Inc. 0.08% No change 1,230 $300K
OneAscent Investment Solutions LLC 0.36% — 1,230 $300K
Grove Bank & Trust 0.04% No change 1,229 $300K
Smart Money Group LLC 0.10% Reduce -2.0% 1,227 $300K
Daymark Wealth Partners, LLC 0.01% Reduce -32.2% 1,225 $299K
Stanley-Laman Group, Ltd. 0.05% New 1,220 $298K
Avidian Wealth Enterprises, LLC 0.01% Add +11.3% 1,220 $298K
Parthenon LLC 0.04% No change 1,213 $296K
Dempze Nancy E 0.18% Reduce -7.6% 1,210 $295K
Stratos Investment Management, LLC 0.02% Reduce -19.4% 1,209 $295K
First Nebraska Trust Co 0.03% No change 1,206 $294K
Tyche Wealth Partners LLC 0.06% Reduce -22.5% 1,204 $294K
Blalock Williams, LLC 0.33% New 1,203 $294K
Granite FO LLC 0.17% No change 1,200 $293K
Duncan Williams Asset Management, LLC 0.11% Reduce -1.2% 1,200 $293K
Pathway Financial Advisors LLC 0.05% No change 1,200 $293K
Perpetual Ltd 0.00% No change 1,200 $293K
Mitchell & Pahl Private Wealth, LLC 0.14% Reduce -14.8% 1,192 $291K
Benchmark Financial Wealth Advisors, LLC 0.11% Reduce -5.2% 1,188 $290K
Northside Capital Management, LLC 0.05% No change 1,185 $289K
Sunflower Bank, N.A. 0.08% Add +0.3% 1,184 $289K
Inscription Capital, LLC 0.05% — 1,395 $287K
Modern Wealth Management, LLC 0.01% New 1,175 $287K
Calydon Capital 0.05% Add +4.7% 1,171 $286K
Trust Investment Advisors 0.18% New 1,171 $286K
NorthCrest Asset Manangement, LLC 0.01% New 1,170 $285K
Flagship Harbor Advisors, LLC 0.01% Reduce -23.3% 1,152 $281K
Tyler-Stone Wealth Management 0.05% Reduce -16.8% 1,148 $280K
Childress Capital Advisors, LLC 0.08% Add +12.3% 1,145 $279K
Richard P Slaughter Associates Inc 0.07% No change 1,141 $278K
Unique Wealth, LLC 0.05% Add +14.7% 1,138 $278K
Schulz Wealth, LTD. 0.21% No change 1,135 $277K
BSW Wealth Partners 0.04% Add +3.4% 1,130 $276K
CVA Family Office, LLC 0.04% Add +13.3% 1,129 $276K
Resources Management Corp. /CT/ 0.04% Reduce -13.5% 1,125 $275K
German American Bancorp, Inc. 0.03% Reduce -11.8% 1,123 $274K
Sax Wealth Advisors, LLC 0.02% Add +16.3% 1,119 $273K
Principle Wealth Partners LLC 0.02% No change 1,116 $272K
Riverview Trust Co 0.27% Reduce -1.1% 1,110 $271K
Avantax Planning Partners, Inc. 0.01% Reduce -1.6% 1,102 $269K
Arax Advisory Partners 0.02% Reduce -46.2% 1,094 $267K
Sherbrooke Park Advisers LLC 0.12% Add +8.7% 1,093 $267K
Meadow Creek Wealth Advisors LLC 0.20% Add +0.4% 1,092 $266K
Wesbanco Bank Inc. 0.01% Reduce -3.0% 1,092 $266K
Catalina Capital Group, LLC 0.18% Reduce -52.9% 1,082 $264K
Ariston Services Group 0.22% No change 1,079 $263K
Clark Capital Management Group, Inc. 0.00% Reduce -39.3% 1,079 $263K
Alpha Financial Partners LLC 0.21% Add +0.4% 1,077 $263K
Founders Financial Alliance, LLC 0.06% New 1,068 $261K
Pines Wealth Management, LLC 0.12% Reduce -4.7% 1,175 $259K
Catalyst Capital Advisors LLC 0.01% Add +45.0% 1,053 $257K
eCIO, Inc. 0.10% — 1,050 $256K
Moss Adams Wealth Advisors LLC 0.03% Reduce -8.9% 1,050 $256K
Terril Brothers, Inc. 0.10% Add +1.0% 1,049 $256K
Sapient Capital LLC 0.01% Reduce -12.8% 1,049 $256K
Advisory Alpha, LLC 0.01% Add +0.4% 1,047 $255K
MV Capital Management, Inc. 0.03% Add +134.5% 1,046 $255K
Haverford Trust Co 0.00% New 1,037 $253K
Diversified Enterprises, LLC 0.02% New 1,033 $252K
Destination Wealth Management 0.01% Reduce -19.4% 1,033 $252K
Wedbush Securities Inc. 0.01% Reduce -4.7% 1,033 $252K
Riverwater Partners LLC 0.13% Add +9.0% 1,031 $252K
BayBridge Capital Group, LLC 0.18% Add +0.4% 1,030 $251K
Wayfinding Financial, LLC 0.11% Add +0.5% 1,031 $251K
Longboard Asset Management, LP 0.74% No change 1,028 $251K
McGlone Suttner Wealth Management, Inc. 0.04% Add +1.4% 1,025 $250K
Topsail Wealth Management, LLC 0.05% New 1,025 $250K
Obermeyer Wealth Partners 0.01% Reduce -2.1% 1,024 $250K
Means Investment Co., Inc. 0.03% Reduce -0.3% 1,019 $249K
HHM Wealth Advisors, LLC 0.03% No change 1,018 $248K
Dudley Capital Management, LLC 0.13% No change 1,010 $246K
Members Advisory Group LLC 0.10% No change 1,010 $246K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 1,006 $246K
Patron Partners, LLC 0.13% Reduce -5.4% 1,006 $245K
Regent Peak Wealth Advisors LLC 0.06% Reduce -1.1% 1,006 $245K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.11% Add +74.8% 1,000 $244K
R. W. Roge & Company, Inc. 0.13% No change 1,000 $244K
Hamilton Capital, LLC 0.01% New 999 $244K
Moneco Advisors, LLC 0.03% Reduce -8.4% 989 $241K
OneAscent Wealth Management LLC 0.10% Reduce -36.1% 986 $241K
Global Endowment Management, LP 0.03% Reduce -51.1% 986 $241K
Sound View Wealth Advisors Group, LLC 0.02% Add +3.4% 981 $239K
Appleton Partners Inc. 0.02% Reduce -1.9% 975 $238K
Arete Wealth Advisors, LLC 0.02% New 976 $238K
Family Investment Center, Inc. 0.06% Reduce -3.8% 974 $238K
Vest Financial, LLC 0.00% New 970 $237K
Schorn Wealth LLC 0.08% Add +0.4% 962 $235K
Plancorp, LLC 0.01% New 957 $234K
HMS Capital Management, LLC 0.13% No change 1,043 $233K
Arvest Bank Trust Division 0.01% New 956 $233K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -9.1% 955 $233K
Group One Trading LLC 0.01% Reduce -65.8% 953 $233K
Palumbo Wealth Management LLC 0.08% New 953 $233K
GC Wealth Management RIA, LLC 0.04% Reduce -3.6% 952 $232K
U.S. Capital Wealth Advisors, LLC 0.01% New 948 $231K
Aureus Asset Management, LLC 0.02% New 947 $231K
Leonteq Securities AG 0.02% Add +9.4% 944 $231K
Retirement Planning Group, LLC 0.01% Reduce -3.0% 944 $230K
Wealthstream Advisors, Inc. 0.04% New 943 $230K
Heritage Investment Group, Inc. 0.04% New 941 $230K
Compass Capital Corp. /Ma/ 0.12% No change 1,082 $229K
Drucker Wealth 3.0, LLC 0.05% New 934 $228K
New Covenant Trust Company, N.A. 0.24% Reduce -3.2% 937 $227K
Fiduciary Alliance LLC 0.02% New 928 $226K
Burke & Herbert Bank & Trust Co. 0.05% New 928 $226K
Norden Group LLC 0.03% New 920 $224K
Kelly Financial Services LLC 0.08% New 919 $224K
Oxinas Partners, LLC 0.13% New 915 $223K
EagleClaw Capital Managment, LLC 0.04% Reduce -17.9% 914 $223K
Rockland Trust Co. 0.01% Reduce -36.7% 914 $223K
American National Bank & Trust 0.02% Reduce -0.3% 913 $223K
Kingswood Wealth Advisors, LLC 0.02% New 912 $223K
Middleton & Co. Inc. 0.03% New 910 $222K
McLean Asset Management Corp 0.07% Add +3.1% 1,006 $222K
Investment Advisory Services Inc. /TX 0.08% New 905 $221K
Meridian Wealth Management, LLC 0.01% Reduce -11.5% 903 $220K
Bingham Private Wealth, LLC 0.23% Reduce -6.7% 901 $220K
Pollock Investment Advisors, LLC 0.18% New 900 $220K
Nicholas Hoffman & Company, LLC. 0.01% New 899 $219K
Teza Capital Management LLC 0.10% Reduce -85.8% 897 $219K
Cottonwood Capital Advisors, LLC 0.16% Reduce -16.1% 896 $219K
Associated Banc-Corp 0.01% New 896 $219K
Mills Wealth Advisors LLC 0.12% New 895 $218K
Narus Financial Partners, LLC 0.07% New 895 $218K
Painted Porch Advisors LLC 0.09% No change 894 $218K
Natural Investments, LLC 0.06% New 896 $218K
Watershed Private Wealth LLC 0.09% New 892 $218K
Roundview Capital LLC 0.02% New 890 $217K
Bank of Nova Scotia Trust Co. 0.02% New 889 $217K
Cable Hill Partners, LLC 0.02% New 954 $216K
One Capital Management, LLC 0.01% New 882 $215K
Cannell & Spears LLC 0.00% New 879 $215K
Clarendon Private LLC 0.23% New 877 $214K
Grove Street Fiduciary, LLC 0.11% New 875 $214K
Quarry LP 0.06% Reduce -25.9% 875 $214K
Goldstein Advisors, LLC 0.03% New 871 $213K
Baron Wealth Management LLC 0.09% New 870 $212K
Bogart Wealth, LLC 0.01% Add +40.5% 867 $212K
DHK Financial Advisors, Inc. 0.12% New 866 $211K
Humankind Investments LLC 0.05% New 864 $211K
Stablepoint Partners, LLC 0.04% New 861 $210K
Waterloo Capital, L.P. 0.02% New 859 $210K
Virtue Capital Management, LLC 0.02% New 854 $208K
Prudent Investors Network, Inc. 0.06% New 851 $208K
CHICAGO TRUST Co NA 0.04% New 851 $208K
Cordgrass Capital Advisors, LLC 0.06% New 847 $207K
Baldwin Wealth Partners LLC 0.01% New 847 $207K
Pinion Investment Advisors, LLC 0.05% New 841 $205K
Bank of Marin 0.26% New 841 $205K
Capital Management Associates, Inc 0.05% New 840 $205K
Jacobsen Capital Management 0.09% New 836 $204K
Prairieview Wealth Partners, LLC 0.25% New 833 $203K
American State Bank (Iowa) 0.12% New 831 $203K
Alley Investment Management Company, LLC 0.03% New 830 $203K
Hoxton Planning & Management, LLC 0.08% New 829 $202K
Crescent Grove Advisors, LLC 0.02% New 829 $202K
FDx Advisors, Inc. 0.07% New 823 $201K
Hemington Wealth Management 0.03% Add +7.4% 825 $201K
Howard Bailey Securities, LLC 0.07% New 820 $200K
Bellecapital International Ltd. 0.04% New 820 $200K
AdvisorNet Financial, Inc 0.01% Reduce -7.9% 803 $196K
Chilton Capital Management LLC 0.01% Reduce -4.0% 800 $195K
Opal Wealth Advisors, LLC 0.06% New 767 $187K
Pacific Center for Financial Services 0.05% No change 751 $183K
Horizon Bancorp Inc. 0.10% Reduce -26.3% 749 $183K
Nova Wealth Management, Inc. 0.16% No change 746 $182K
WPG Advisers, LLC 0.17% Reduce -24.8% 742 $181K
Park Place Capital Corp 0.05% Reduce -37.7% 736 $180K
First Horizon Advisors, Inc. 0.00% Add +20.0% 715 $175K
Cohen & Steers, Inc. 0.00% New 700 $171K
Lavaca Capital LLC 0.08% No change 700 $171K
Bruce G. Allen Investments, LLC 0.13% Reduce -2.8% 692 $169K
ORG Partners LLC 0.04% Reduce -61.8% 653 $159K
Independence Bank of Kentucky 0.02% Reduce -28.1% 620 $151K
Rosenberg Matthew Hamilton 0.04% Reduce -5.1% 611 $149K
Mowery & Schoenfeld Wealth Management, LLC 0.29% Add +4.1% 605 $148K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +66.2% 590 $144K
SBI Securities Co., Ltd. 0.00% Reduce -10.4% 575 $140K
SouthState Bank Corp 0.01% Add +152.9% 559 $136K
Washington Trust Advisors, Inc. 0.01% No change 550 $134K
Anchor Investment Management, LLC 0.01% No change 517 $126K
Union Savings Bank 0.06% No change 512 $125K
Capula Management Ltd 0.00% New 508 $124K
Whipplewood Advisors, LLC 0.07% Reduce -13.9% 435 $124K
Tompkins Financial Corp. 0.01% No change 502 $123K
Armstrong Advisory Group, Inc. 0.01% No change 559 $119K
Clearstead Trust, LLC 0.03% Add +1500.0% 480 $117K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 480 $117K
Sachetta, LLC 0.05% No change 477 $116K
Beacon Capital Management, LLC 0.02% Reduce -4.9% 467 $114K
Richardson Financial Services Inc. 0.09% No change 461 $112K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.2% 459 $112K
Harbor Investment Advisory, LLC 0.01% No change 455 $111K
Hara Capital LLC 0.07% No change 453 $111K
Islay Capital Management, LLC 0.07% No change 450 $110K
Capital A Wealth Management, LLC 0.11% Add +15.4% 441 $108K
Quent Capital, LLC 0.01% Add +32.0% 437 $107K
Kozak & Associates, Inc. 0.03% Add +6.9% 449 $107K
S&T Bank 0.03% No change 430 $105K
Pittenger & Anderson Inc. 0.00% No change 429 $105K
Minot DeBlois Advisors LLC 0.10% Reduce -28.6% 425 $104K
Johnson Financial Group, Inc. 0.01% Reduce -8.4% 425 $104K
Raleigh Capital Management Inc. 0.05% Reduce -36.2% 421 $103K
Evelyn Partners Investment Management Services Ltd 0.02% No change 420 $102K
Lanark Financial, Inc. 0.01% — 414 $101K
DHJJ Financial Advisors, Ltd. 0.04% No change 410 $100K
New England Capital Financial Advisors LLC 0.05% Reduce -4.5% 407 $99K
Ancora Advisors LLC 0.00% Add +0.5% 403 $98K
Addison Advisors LLC 0.03% Reduce -3.2% 396 $97K
Motco 0.01% Add +169.3% 377 $92K
Cornerstone National Bank & Trust Co 0.04% No change 375 $92K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $91K
Centricity Wealth Management, LLC 0.08% No change 372 $91K
Aventura Private Wealth, LLC 0.05% No change 363 $89K
Silvant Capital Management LLC 0.00% No change 358 $87K
Heritage Wealth Advisors 0.00% Reduce -14.5% 337 $82K
Legacies Wealth LLC 0.06% No change 334 $82K
Morse Asset Management, Inc 0.02% No change 334 $82K
Park Square Financial Group, LLC 0.06% Reduce -48.5% 329 $80K
Webster Bank, N. A. 0.01% No change 328 $80K
McClarren Financial Advisors, Inc. 0.05% New 244 $80K
Arlington Trust Co LLC 0.02% No change 327 $80K
Kestra Investment Management, LLC 0.00% Reduce -85.1% 310 $76K
HighMark Wealth Management LLC 0.04% No change 308 $75K
First Financial Corp. 0.04% No change 303 $74K
Logan Capital Management Inc. 0.00% Reduce -1.3% 302 $74K
Chelsea Counsel Co. 0.04% No change 300 $73K
Sandy Spring Bank 0.00% Reduce -5.1% 300 $73K
General Partner, Inc. 0.05% No change 298 $73K
State of Wyoming 0.01% New 297 $72K
Dunhill Financial, LLC 0.03% Reduce -7.3% 292 $71K
Trifecta Capital Advisors, LLC 0.01% No change 289 $71K
CoreCap Advisors, LLC 0.00% Add +17.1% 288 $70K
Perkins Coie Trust Co 0.02% Add +0.7% 288 $70K
Glen Eagle Advisors, LLC 0.01% No change 284 $69K
Rise Advisors, LLC 0.03% Add +9.8% 280 $68K
Iron Horse Wealth Management, LLC 0.02% Add +16.3% 279 $68K
Cornerstone Planning Group LLC 0.02% Add +124.6% 310 $68K
Tortoise Investment Management, LLC 0.01% Reduce -50.0% 278 $68K
Caldwell Sutter Capital, Inc. 0.03% Reduce -3.8% 277 $68K
Meeder Asset Management Inc. 0.00% Add +98.6% 276 $67K
Sarver Vrooman Wealth Advisors 0.04% — 269 $66K
Virtus Advisers, LLC 0.04% New 266 $65K
Physician Wealth Advisors, Inc. 0.01% Add +0.4% 265 $65K
Pension & Wealth Management Advisors, Inc. 0.02% No change 264 $64K
Stone House Investment Management, LLC 0.01% New 263 $64K
Nemes Rush Group LLC 0.01% Add +0.4% 263 $64K
Fortitude Family Office, LLC 0.02% Reduce -9.1% 259 $63K
Plante Moran Financial Advisors, LLC 0.01% Reduce -84.4% 251 $61K
FSA Wealth Management LLC 0.03% Add +492.9% 249 $61K
LRI Investments, LLC 0.01% Add +4.7% 246 $60K
Financial Management Professionals, Inc. 0.01% Reduce -5.1% 241 $59K
Covestor Ltd 0.04% Add +2.2% 236 $58K
GW&K Investment Management, LLC 0.00% Add +0.8% 236 $58K
Capital Advisors, Ltd. LLC 0.01% Add +13.8% 222 $54K
First United Bank & Trust 0.02% Add +5.4% 216 $53K
Elevation Wealth Partners, LLC 0.02% Add +16.3% 207 $51K
Bangor Savings Bank 0.00% No change 206 $50K
Bell Investment Advisors, Inc 0.01% Add +3.2% 194 $47K
Saudi Central Bank 0.25% New 193 $47K
Ridgewood Investments LLC 0.02% No change 193 $47K
Salomon & Ludwin, LLC 0.00% No change 190 $46K
Intelligent Financial Strategies 0.02% No change 189 $46K
First Pacific Financial 0.01% Add +133.8% 187 $46K
Rogco, LP 0.02% Reduce -9.4% 183 $45K
Albion Financial Group 0.00% No change 180 $44K
Sierra Ocean, LLC 0.03% No change 171 $42K
Garde Capital, Inc. 0.00% New 171 $42K
Ameriflex Group, Inc. 0.02% No change 171 $42K
Global Financial Private Client, LLC 0.02% Add +8.9% 171 $42K
Capital Analysts, LLC 0.00% Add +61.0% 169 $41K
Ogorek Anthony Joseph /NY/ 0.01% New 164 $40K
Canton Hathaway, LLC 0.01% No change 164 $40K
Hanson & Doremus Investment Management 0.01% No change 163 $40K
NewSquare Capital LLC 0.00% Add +1258.3% 163 $40K
JFS Wealth Advisors, LLC 0.00% Add +1.3% 162 $40K
Frazier Financial Advisors, LLC 0.03% Reduce -10.7% 159 $39K
Golden State Wealth Management, LLC 0.01% Reduce -20.1% 155 $38K
Indiana Trust & Investment Management Co 0.01% No change 151 $37K
Atlas Capital Advisors Inc. 0.00% No change 151 $37K
REAP Financial Group, LLC 0.01% Add +36.4% 150 $37K
City Holding Co. 0.01% New 150 $37K
Nvwm, LLC 0.01% Reduce -0.7% 141 $34K
Clear Investment Research, LLC 0.05% No change 139 $34K
Solstein Capital, LLC 0.02% No change 135 $33K
Cherry Tree Wealth Management, LLC 0.01% No change 132 $32K
Piscataqua Savings Bank 0.03% No change 129 $31K
Sunbelt Securities, Inc. 0.00% Add +3.4% 122 $30K
Asset Dedication, LLC 0.00% Reduce -4.0% 119 $29K
Activest Wealth Management 0.01% Add +2775.0% 115 $28K
Knuff & Co LLC 0.01% New 114 $28K
Private Wealth Management Group, LLC 0.01% Reduce -18.1% 113 $28K
Key Financial Inc 0.01% No change 106 $26K
Accent Capital Management, LLC 0.01% New 104 $25K
Caitong International Asset Management Co., Ltd 0.02% Reduce -8.2% 101 $25K
Curat Global, LLC 0.03% — 100 $24K
Colonial Trust Advisors 0.00% No change 100 $24K
WealthCollab, LLC 0.01% No change 95 $23K
High Note Wealth, LLC 0.01% No change 95 $23K
Clean Yield Group 0.01% Reduce -14.3% 90 $22K
Crewe Advisors LLC 0.00% Reduce -18.9% 90 $22K
DT Investment Partners, LLC 0.00% No change 90 $22K
Slocum, Gordon & Co LLP 0.02% No change 90 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $22K
Murphy & Mullick Capital Management Corp 0.02% No change 88 $21K
2UniFi Bank 0.01% Reduce -10.9% 90 $21K
Oakworth Capital, Inc. 0.00% No change 85 $21K
Atwood & Palmer Inc. 0.00% No change 81 $20K
NFSG Corp 0.00% Reduce -15.1% 79 $19K
Mascoma Wealth Management LLC 0.00% No change 78 $19K
GHP Investment Advisors, Inc. 0.00% Add +5.6% 76 $19K
Salem Investment Counselors Inc. 0.00% Add +275.0% 75 $18K
North Capital, Inc. 0.02% — 75 $18K
United Community Bank 0.01% New 71 $17K
Steph & Co. 0.01% Add +6.0% 71 $17K
Creative Financial Designs Inc. 0.00% Add +22.8% 70 $17K
Darwin Wealth Management, LLC 0.01% No change 80 $17K
Fairway Wealth LLC 0.01% No change 66 $16K
Field & Main Bank 0.01% No change 65 $16K
Aspect Partners, LLC 0.01% Reduce -7.3% 63 $15K
Transce3nd, LLC 0.01% Reduce -65.6% 63 $15K
Copia Wealth Management 0.01% No change 62 $15K
Perritt Capital Management Inc 0.01% No change 61 $15K
Pflug Koory, LLC 0.01% No change 61 $15K
Tanglewood Legacy Advisors, LLC 0.01% No change 61 $15K
Northwest Capital Management Inc 0.01% No change 58 $14K
Abound Wealth Management 0.00% Reduce -42.0% 58 $14K
Richardson Capital Management LLC 0.01% New 55 $13K
Evermay Wealth Management LLC 0.00% No change 55 $13K
Hughes Financial Services, LLC 0.00% New 55 $13K
Creekmur Asset Management LLC 0.00% Reduce -22.9% 54 $13K
Raffa Wealth Management, LLC 0.00% No change 51 $12K
BOK Financial Private Wealth, Inc. 0.00% Add +525.0% 50 $12K
Binnacle Investments Inc 0.01% — 48 $12K
Avion Wealth 0.00% No change 52 $11K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +475.0% 46 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 45 $11K
Investors Research Corp 0.00% New 45 $11K
Horizons Wealth Management 0.01% No change 44 $11K
Red Tortoise LLC 0.01% No change 43 $10K
Flagship Wealth Advisors, LLC 0.00% No change 43 $10K
ESL Trust Services, LLC 0.00% No change 43 $10K
True Wealth Design, LLC 0.00% Add +68.0% 42 $10K
Coastline Trust Co 0.00% No change 42 $10K
Operose Advisors LLC 0.00% Reduce -29.3% 41 $10K
Bfsg, LLC 0.00% No change 39 $10K
Crews Bank & Trust 0.00% No change 39 $10K
Valued Wealth Advisors LLC 0.01% No change 38 $9K
MorganRosel Wealth Management, LLC 0.00% New 38 $9K
TFC Financial Management, Inc. 0.00% No change 36 $9K
MeadowBrook Investment Advisors LLC 0.01% No change 36 $9K
DiNuzzo Private Wealth, Inc. 0.00% Add +9.7% 34 $8K
GPS Wealth Strategies Group, LLC 0.00% Add +3.1% 33 $8K
Pacifica Partners Inc. 0.00% New 33 $8K
Tsfg, LLC 0.00% No change 34 $8K
WealthTrak Capital Management LLC 0.01% Add +520.0% 31 $8K
Laurel Wealth Advisors LLC 0.00% No change 30 $7K
Westside Investment Management, Inc. 0.00% No change 30 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 29 $7K
Tacita Capital Inc 0.01% No change 29 $7K
McIlrath & Eck, LLC 0.00% No change 29 $7K
Barnes Dennig Private Wealth Management LLC 0.01% — 28 $7K
Sound Income Strategies, LLC 0.00% Reduce -6.9% 27 $7K
Clark Wealth Partners 0.00% New 25 $6K
Legacy Wealth Managment, LLC 0.00% No change 25 $6K
Carolina Wealth Advisors, LLC 0.00% No change 25 $6K
Toth Financial Advisory Corp. 0.00% No change 25 $6K
Ruedi Wealth Management, Inc. 0.00% No change 24 $6K
Provenance Wealth Advisors, LLC 0.00% No change 24 $6K
SJS Investment Consulting Inc. 0.00% No change 23 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 25 $5K
TD Capital Management LLC 0.00% No change 21 $5K
Wolff Wiese Magana LLC 0.00% No change 20 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $5K
Global Wealth Strategies & Associates 0.00% No change 19 $5K
Principia Wealth Advisory, LLC 0.00% Add +33.3% 20 $5K
Highline Wealth Partners LLC 0.00% Add +20.0% 18 $4K
North Star Investment Management Corp. 0.00% No change 18 $4K
Main Street Group, LTD 0.00% No change 17 $4K
Longfellow Investment Management Co. LLC 0.00% No change 17 $4K
BankPlus Trust Department 0.00% No change 16 $4K
Archer Investment Corp 0.00% No change 16 $4K
Winnacle Wealth LLC 0.00% Add +45.5% 16 $4K
Crowley Wealth Management, Inc. 0.00% No change 15 $4K
WestEnd Advisors, LLC 0.00% Add +200.0% 15 $4K
Financial Perspectives, Inc 0.00% No change 12 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 12 $3K
Asset Planning,Inc 0.00% No change 12 $3K
Stonebridge Financial Group, LLC 0.00% New 12 $3K
First Command Advisory Services, Inc. 0.00% New 11 $3K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -95.2% 10 $3K
Wood Tarver Financial Group, LLC 0.00% No change 9 $2K
MPWM Advisory Solutions, LLC 0.00% No change 9 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $2K
Valley National Advisers Inc. 0.00% New 9 $2K
Rakuten Securities, Inc. 0.00% Reduce -73.3% 8 $2K
Optimum Investment Advisors 0.00% New 8 $2K
Dagco, Inc. 0.00% New 8 $2K
Bay Harbor Wealth Management, LLC 0.00% New 8 $2K
Trust Co 0.00% New 8 $2K
Tradewinds Capital Management, LLC 0.00% Reduce -95.5% 7 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -12.5% 7 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 7 $2K
PayPay Securities Corp 0.09% Reduce -50.0% 6 $2K
Parkworth Wealth Management, Inc. 0.00% No change 6 $1K
GoalVest Advisory LLC 0.00% Reduce -62.5% 6 $1K
1620 Investment Advisors, Inc. 0.00% No change 6 $1K
Redwood Park Advisors LLC 0.00% No change 5 $1K
Bare Financial Services, Inc 0.00% New 5 $1K
Osterweis Capital Management Inc. 0.00% New 5 $1K
Tobam 0.00% Reduce -99.1% 6 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
American Capital Advisory, LLC 0.00% New 4 $977
West Branch Capital LLC 0.00% No change 4 $977
Greenline Partners, LLC 0.00% New 4 $976
N.E.W. Advisory Services LLC 0.00% New 4 $976
HFM Investment Advisors, LLC 0.00% — 3 $733
Rialto Wealth Management, LLC 0.00% New 2 $489
Y.D. More Investments Ltd 0.00% Add +13.9% 690 $453
Blume Capital Management, Inc. 0.00% New 1 $245

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