Marsh & McLennan CosMRSH

13F holders, Q2 2025 (June 30)
1,609holders −17
107new positions
127sold out
11famous investors
$217.29avg. 13F price*

At the end of Q2 2025, 1,609 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, down 17 from Q1 2025. 107 opened new positions and 127 sold out. The largest holders were Vanguard Group Inc. ($10.1B), BlackRock, Inc. ($8.8B) and State Street Corp. ($4.7B). 11 famous investors held it, including Tom Gayner (1.4% of Markel Group's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions107$569.5M
Exits127$661.5M

All 13F filers, Q1 2025 → Q2 2025: 26,525,293 shares bought and 21,159,337 shares sold, net +5,365,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,609 holders

Vanguard Group Inc. 0.16% Add +1.9% 46,158,562 $10.1B
BlackRock, Inc. 0.17% Reduce -0.8% 40,273,528 $8.8B
State Street Corp. 0.18% Reduce -0.2% 21,441,578 $4.7B
FMR LLC 0.25% Reduce -9.6% 20,036,974 $4.4B
Capital International Investors 0.69% Add +0.5% 18,369,664 $4.0B
Capital World Investors 0.56% Reduce -0.2% 17,610,131 $3.9B
Wellington Management Group LLP 0.55% Add +7.9% 13,831,044 $3.0B
Geode Capital Management, LLC 0.19% Add +1.6% 12,684,210 $2.8B
T. Rowe Price Associates Inc. 0.25% Add +17.8% 10,042,837 $2.2B
Capital Research Global Investors 0.43% Add +48.8% 9,792,241 $2.1B
Massachusetts Financial Services Co. 0.67% Reduce -4.2% 9,676,163 $2.1B
Ameriprise Financial Inc. 0.37% Reduce -12.2% 6,842,335 $1.5B
Bank of America Corp. 0.12% Reduce -7.3% 6,619,135 $1.4B
Morgan Stanley 0.09% Reduce -5.1% 6,494,294 $1.4B
Norges Bank 0.17% Add +6.3% 6,076,595 $1.3B
Northern Trust Corp. 0.17% Reduce -2.8% 5,727,176 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.25% Add +10.2% 5,706,940 $1.2B
Mawer Investment Management Ltd. 5.96% Reduce -10.0% 5,374,871 $1.2B
Goldman Sachs Group Inc. 0.16% Add +5.9% 4,599,815 $1.0B
UBS Group AG 0.21% Reduce -4.3% 4,539,709 $992.6M
JPMorgan Chase & Co. 0.07% Add +5.2% 4,451,953 $973.4M
Nuveen, LLC 0.25% Reduce -3.3% 4,116,867 $900.1M
Wells Fargo & Company 0.17% Reduce -0.7% 3,563,950 $779.2M
Artisan Partners Limited Partnership 1.12% Add +0.9% 3,443,454 $752.9M
Legal & General Group Plc 0.17% Reduce -5.6% 3,155,101 $689.8M
Deutsche Bank AG 0.25% Reduce -2.3% 3,154,512 $689.7M
Bank of New York Mellon Corp 0.13% Reduce -5.8% 3,076,874 $672.7M
Charles Schwab Investment Management Inc. 0.11% Add +1.5% 2,901,598 $634.4M
Royal Bank of Canada 0.12% Add +6.7% 2,822,214 $617.0M
Amundi 0.21% Add +89.2% 2,892,576 $615.3M
Parnassus Investments, LLC 1.34% Reduce -4.9% 2,659,484 $581.5M
Nippon Life Insurance Co. 8.66% No change 2,622,700 $573.4M
Lazard Asset Management LLC 0.87% Add +10.9% 2,593,291 $567.0M
Clearbridge Investments, LLC 0.46% Reduce -12.9% 2,562,974 $560.4M
Invesco Ltd. 0.09% Reduce -2.2% 2,539,360 $555.2M
Ninety One UK Ltd 1.30% Add +6.6% 2,527,744 $552.7M
Jensen Investment Management Inc. 6.21% Reduce -7.8% 2,423,637 $529.9M
Mackenzie Financial Corp. 0.65% Add +212.6% 2,285,194 $499.6M
Longview Partners (Guernsey) LTD 4.27% Reduce -5.7% 2,269,216 $496.1M
Stifel Financial Corp. 0.48% Reduce -0.7% 2,255,144 $493.1M
Dimensional Fund Advisors LP 0.10% Reduce -2.0% 2,020,456 $441.7M
Primecap Management Co. 0.34% Reduce -27.0% 1,962,826 $429.2M
Bahl & Gaynor LLC 2.14% Reduce -1.4% 1,933,318 $422.7M
Robeco Institutional Asset Management B.V. 0.67% Reduce -4.5% 1,889,293 $413.1M
Janus Henderson Group PLC 0.20% Reduce -4.5% 1,854,931 $405.6M
California Public Employees Retirement System 0.25% Reduce -16.1% 1,822,252 $398.4M
Ako Capital LLP 4.92% Reduce -16.0% 1,782,200 $389.7M
Barclays PLC 0.14% Reduce -26.6% 1,554,385 $339.9M
Franklin Resources Inc. 0.09% Reduce -1.4% 1,521,433 $332.6M
Navera Investment Management Ltd. 6.03% Add +0.4% 1,518,006 $331.9M
Swiss National Bank 0.20% Add +7.7% 1,491,600 $326.1M
Manufacturers Life Insurance Company, The 0.27% Add +79.3% 1,341,359 $293.3M
W1M Investment Management Ltd 3.89% Add +7.2% 1,292,140 $282.6M
Qube Research & Technologies Ltd 0.39% Add +10.3% 1,282,580 $280.4M
Alliancebernstein L.P. 0.09% Reduce -8.1% 1,279,323 $279.7M
Envestnet Asset Management Inc. 0.08% Add +2.4% 1,270,324 $277.7M
HSBC Holdings PLC 0.17% Reduce -12.1% 1,230,414 $268.5M
FIL Ltd 0.23% Add +5.5% 1,204,733 $263.4M
D. E. Shaw & Co. 0.28% Add +49.3% 1,204,529 $263.4M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +0.0% 1,189,513 $260.1M
CANADA LIFE ASSURANCE Co 0.41% Reduce -1.6% 1,186,608 $260.0M
DekaBank Deutsche Girozentrale 0.46% Add +1.5% 1,193,291 $258.7M
First Trust Advisors LP 0.21% Add +8.8% 1,172,398 $256.3M
American Century Companies Inc. 0.13% Reduce -0.0% 1,104,953 $241.6M
Aviva PLC 0.49% Add +3.0% 1,080,184 $236.2M
Jennison Associates LLC 0.14% Add +225.1% 1,051,055 $229.8M
National Pension Service 0.19% Add +3.8% 1,015,487 $222.0M
Two Sigma Investments, LP 0.41% Add +362.3% 993,284 $217.2M
Rathbones Group PLC 0.93% Add +28.6% 990,944 $216.7M
Renaissance Technologies 0.28% Add +57.3% 973,931 $212.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +7.4% 957,356 $209.3M
Rhumbline Advisers 0.18% Reduce -4.2% 948,045 $207.3M
Raymond James Financial Inc. 0.07% Reduce -0.5% 928,508 $203.0M
TD Asset Management Inc 0.17% Reduce -4.5% 925,535 $202.4M
Polar Capital Holdings Plc 1.05% Add +4.1% 910,000 $199.0M
Swedbank AB 0.22% Add +37.6% 896,659 $196.0M
Findlay Park Partners LLP 2.00% Reduce -21.6% 885,767 $193.7M
Storebrand Asset Management As 0.55% Reduce -13.1% 865,365 $189.2M
Principal Financial Group Inc. 0.09% Reduce -3.4% 811,629 $177.5M
Natixis Advisors, LLC 0.28% Add +0.7% 810,004 $177.1M
Assenagon Asset Management S.A. 0.28% Add +5035.9% 808,800 $176.8M
California State Teachers Retirement System 0.19% Reduce -7.0% 790,336 $172.8M
Worldquant Millennium Advisors LLC 0.82% Add +24.9% 753,658 $164.8M
Capital Group Private Client Services, Inc. 1.42% Reduce -2.5% 748,784 $163.7M
Markel Group 1.38% Add +0.7% 748,750 $163.7M
Voloridge Investment Management, LLC 0.57% Reduce -27.0% 713,413 $156.0M
Millennium Management 0.14% Add +66.0% 693,691 $151.7M
Assetmark, Inc. 0.35% Add +4.0% 684,512 $149.7M
Nordea Investment Management AB 0.13% Reduce -15.5% 658,140 $142.8M
Acadian Asset Management LLC 0.29% Reduce -46.7% 642,091 $140.4M
CCLA Investment Management 2.30% Add +6.7% 641,509 $140.3M
Epoch Investment Partners, Inc. 0.71% Reduce -12.4% 631,147 $138.0M
New York State Common Retirement Fund 0.18% Reduce -0.4% 626,229 $136.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.33% Add +78.4% 614,661 $134.4M
Lord, Abbett & Co. LLC 0.44% Reduce -10.0% 600,223 $131.2M
PNC Financial Services Group, Inc. 0.08% Add +0.4% 598,381 $130.8M
Bank of Montreal 0.06% Reduce -33.5% 567,020 $124.0M
Sarasin & Partners LLP 1.22% New 559,328 $122.3M
Prudential Financial Inc. 0.16% Reduce -12.5% 557,486 $121.9M
Capital International, Inc. 1.18% Add +31.6% 553,074 $120.9M
Healthcare of Ontario Pension Plan Trust Fund 0.24% Add +28.1% 546,655 $119.5M
Bradley Foster & Sargent Inc. 1.84% Reduce -0.4% 537,034 $117.4M
Pictet Asset Management Holding SA 0.12% Add +0.2% 530,301 $115.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.28% Add +23.6% 520,346 $113.8M
BNP Paribas Financial Markets 0.09% Reduce -68.8% 507,059 $110.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% Reduce -19.6% 506,910 $110.8M
Citigroup Inc. 0.07% Reduce -15.2% 487,792 $106.7M
Impax Asset Management Group plc 0.60% Add +9.4% 482,408 $104.4M
State Board of Administration of Florida Retirement System 0.18% Reduce -0.3% 476,515 $104.2M
Mariner, LLC 0.14% Reduce -0.7% 457,562 $100.0M
Johnson Investment Counsel Inc. 0.89% Reduce -1.9% 452,427 $98.9M
Squarepoint Ops LLC 0.22% Add +117.8% 449,852 $98.4M
Two Sigma Advisers, LP 0.19% Add +1000.2% 430,400 $94.1M
AQR Capital Management 0.08% Reduce -22.0% 430,405 $93.5M
Birch Hill Investment Advisors LLC 4.14% Reduce -0.9% 426,623 $93.3M
Erste Asset Management GmbH 0.79% Add +16.9% 428,392 $93.2M
Aberdeen Group plc 0.15% Add +8.3% 410,373 $89.0M
Sterling Capital Management LLC 1.26% Add +6.2% 406,559 $88.9M
Corient Private Wealth LP 0.12% Add +11.5% 403,125 $88.1M
Quilter Plc 1.50% Add +14.6% 376,213 $82.3M
Danske Bank A/S 0.20% Add +12.7% 374,884 $82.0M
Mitsubishi UFJ Trust & Banking Corp 0.19% Reduce -2.5% 367,743 $80.4M
Truist Financial Corp. 0.12% Add +0.1% 361,146 $79.0M
Cryder Capital Partners LLP 4.44% New 360,629 $78.8M
Bristol Gate Capital Partners Inc. 4.45% Reduce -18.8% 357,669 $78.2M
Schroder Investment Management Group 0.06% Reduce -14.3% 345,241 $75.5M
APG Asset Management N.V. 0.22% Add +2.0% 401,636 $74.8M
New York State Teachers Retirement System 0.16% Reduce -0.8% 341,903 $74.8M
Silvercrest Asset Management Group LLC 0.50% Reduce -2.1% 341,488 $74.7M
LPL Financial LLC 0.02% Add +4.1% 337,253 $73.7M
Russell Investments Group, Ltd. 0.09% Reduce -10.0% 337,595 $73.7M
Korea Investment CORP 0.16% Add +3.4% 335,522 $73.4M
Public Employees Retirement System of Ohio 0.25% Add +53.5% 332,959 $72.8M
HighTower Advisors, LLC 0.09% Reduce -1.3% 328,770 $71.9M
Baird Financial Group, Inc. 0.12% Add +2.3% 323,972 $70.8M
Cerity Partners LLC 0.12% Add +21.8% 317,894 $69.5M
Madison Asset Management, LLC 0.74% Reduce -0.8% 312,379 $68.3M
T. Rowe Price Investment Management, Inc. 0.04% Add +0.5% 301,885 $66.0M
Raiffeisen Bank International AG 0.97% Reduce -0.7% 301,626 $65.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% Reduce -66.9% 296,765 $64.9M
National Bank of Canada 0.07% Reduce -37.7% 293,129 $64.1M
Nomura Asset Management Co. Ltd. 0.18% Reduce -11.5% 291,881 $63.8M
TrinityBridge Ltd 1.86% Reduce -33.9% 290,356 $63.5M
Voya Investment Management LLC 0.07% Reduce -10.0% 288,931 $63.2M
Crawford Investment Counsel Inc. 1.10% Reduce -1.5% 286,867 $62.7M
AMF Tjanstepension AB 0.42% Add +23.3% 286,519 $62.7M
Calamos Advisors LLC 0.38% Add +0.1% 276,422 $60.4M
State of Wisconsin Investment Board 0.15% Reduce -4.6% 272,662 $59.6M
Sei Investments Co. 0.07% Reduce -3.0% 269,455 $58.9M
Toronto Dominion Bank 0.12% Add +30.4% 261,171 $57.1M
Chevy Chase Trust Holdings, LLC 0.17% Add +1.1% 261,154 $57.1M
Allianz Asset Management GmbH 0.08% Reduce -6.3% 257,297 $56.3M
Cubist Systematic Strategies, LLC 0.61% New 257,151 $56.2M
Donaldson Capital Management, LLC 2.03% Add +0.5% 253,348 $55.4M
Vaughan David Investments LLC 1.22% Reduce -1.3% 248,761 $54.4M
Treasurer of the State of North Carolina 0.16% Add +2.1% 230,547 $50.4M
Banque Pictet & Cie SA 0.52% Reduce -1.6% 227,968 $49.8M
Royal London Asset Management Ltd. 0.11% Reduce -3.7% 227,401 $49.7M
Kayne Anderson Rudnick Investment Management LLC 0.12% Reduce -3.0% 225,038 $49.2M
Asset Management One Co., Ltd. 0.15% Add +0.5% 223,237 $48.8M
Bank Pictet & Cie (Europe) AG 1.03% Add +4.0% 220,201 $48.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.44% Add +18.7% 218,131 $47.7M
Flputnam Investment Management Co. 0.81% Reduce -1.0% 215,820 $47.2M
Ycg, LLC 3.64% Reduce -1.1% 215,577 $47.1M
Compagnie Lombard Odier SCmA 0.60% Add +100.4% 208,567 $45.6M
KLP Kapitalforvaltning As 0.20% Add +5.2% 207,574 $45.4M
Jane Street Group, LLC 0.07% Add +423.3% 207,225 $45.3M
Pathstone Holdings, LLC 0.18% Reduce -1.7% 206,492 $45.1M
Avity Investment Management Inc. 3.27% Add +0.0% 201,301 $44.0M
Victory Capital Management Inc. 0.03% Add +21.7% 200,882 $43.7M
Hardman Johnston Global Advisors LLC 1.94% Reduce -0.2% 199,827 $43.7M
Coho Partners, Ltd. 3.25% Reduce -27.0% 199,808 $43.7M
Susquehanna Portfolio Strategies, LLC 0.94% New 197,642 $43.2M
Skandinaviska Enskilda Banken AB (publ) 0.19% Add +18.8% 196,760 $43.0M
Zacks Investment Management 0.36% Add +0.4% 194,956 $42.6M
Boston Trust Walden Corp 0.30% Reduce -18.8% 193,068 $42.2M
Abn Amro Investment Solutions 0.84% Reduce -5.1% 192,480 $42.1M
Fifth Third Bancorp 0.15% Reduce -6.7% 192,430 $42.1M
Thrivent Financial for Lutherans 0.09% Reduce -3.1% 191,188 $41.8M
AXA S.A. 0.12% Reduce -4.0% 189,785 $41.5M
Arrowstreet Capital, Limited Partnership 0.03% Add +132.3% 188,045 $41.1M
Dundas Partners LLP 2.85% No change 187,494 $41.0M
Sequoia Financial Advisors, LLC 0.28% Add +8.4% 184,725 $40.4M
Mn Services Vermogensbeheer B.V. 0.28% Add +2.0% 184,188 $40.3M
B. Metzler seel. Sohn & Co. AG 0.38% Add +2.0% 183,218 $40.1M
Ilmarinen Mutual Pension Insurance Co 0.32% Reduce -12.3% 180,500 $39.5M
Handelsbanken Fonder AB 0.14% Reduce -3.6% 179,430 $39.2M
Resona Asset Management Co.,Ltd. 0.19% Add +5.9% 179,249 $39.1M
Panagora Asset Management Inc. 0.17% Reduce -23.2% 177,268 $38.8M
Allspring Global Investments Holdings, LLC 0.06% Reduce -7.5% 177,903 $38.8M
State of Tennessee, Department of Treasury 0.13% Reduce -4.5% 171,388 $37.5M
Whittier Trust Co. 0.45% Add +7.4% 170,160 $37.2M
Bank of Nova Scotia 0.08% Reduce -18.1% 168,634 $36.9M
Macquarie Group Ltd. 0.05% Reduce -4.3% 168,417 $36.8M
Point72 Asset Management 0.09% New 167,460 $36.6M
STRS Ohio 0.14% Add +6.4% 167,440 $36.6M
State of New Jersey Common Pension Fund D 0.14% No change 164,828 $36.0M
Rafferty Asset Management, LLC 0.12% Add +1.8% 163,826 $35.8M
LGT Capital Partners LTD. 1.58% Add +5.7% 162,962 $35.6M
Horizon Kinetics Asset Management LLC 0.41% Add +5.5% 156,787 $34.3M
Nisa Investment Advisors, LLC 0.15% Reduce -13.3% 156,218 $34.2M
Lansforsakringar Fondforvaltning AB (publ) 0.19% Reduce -3.9% 153,541 $33.6M
Union Bancaire Privee, UBP SA 0.49% Add +18.8% 141,295 $33.4M
US Bancorp \de 0.04% Reduce -1.6% 151,026 $33.0M
Janney Montgomery Scott LLC 0.09% Add +35.9% 149,864 $32.8M
Forsta Ap-Fonden 0.22% Add +1.4% 149,700 $32.7M
W1M Asset Management Ltd 2.46% Add +390.6% 148,069 $32.4M
Arizona State Retirement System 0.18% Reduce -1.4% 144,045 $31.5M
Temasek Holdings (Private) Ltd 0.12% New 143,356 $31.3M
Citadel Advisors 0.03% Reduce -31.0% 140,823 $30.8M
State of Michigan Retirement System 0.16% Reduce -0.5% 139,975 $30.6M
Teacher Retirement System of Texas 0.13% Reduce -31.5% 139,505 $30.5M
Wealth Enhancement Advisory Services, LLC 0.05% Add +36.2% 141,029 $30.3M
Formuepleje A/S 1.72% No change 123,471 $30.1M
Susquehanna International Group, LLP 0.05% Add +243.5% 137,696 $30.1M
Glenmede Investment Management, LP 0.15% — 137,578 $30.1M
Stock Yards Bank & Trust Co. 1.00% Add +12.0% 137,283 $30.0M
Bowen Hanes & Co. Inc. 0.75% Reduce -35.7% 135,501 $29.6M
Cumberland Partners Ltd 2.05% Reduce -0.7% 135,232 $29.6M
Badgley Phelps Wealth Managers, LLC 0.64% Reduce -0.9% 133,120 $29.1M
Federation des caisses Desjardins du Quebec 0.13% Reduce -28.7% 132,924 $29.1M
EULAV Asset Management 0.68% No change 132,000 $28.9M
CIBC Asset Management Inc 0.09% Add +3.7% 129,800 $28.4M
Comerica Bank 0.11% Reduce -10.4% 129,482 $28.3M
MetLife Investment Management, LLC 0.16% Reduce -1.8% 128,226 $28.0M
Ensign Peak Advisors, Inc 0.05% Reduce -0.2% 128,031 $28.0M
Quantbot Technologies LP 0.71% Add +229.2% 125,817 $27.5M
Capital Investment Advisors, LLC 0.48% Add +10.0% 124,742 $27.3M
Teachers Retirement System of the State of Kentucky 0.22% Add +6.7% 123,602 $27.0M
Choate Investment Advisors 0.58% No change 121,840 $26.6M
Neuberger Berman Group LLC 0.02% Add +3.7% 121,366 $26.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +7.6% 120,844 $26.4M
Trexquant Investment LP 0.30% Add +591.7% 120,576 $26.4M
Czech National Bank 0.21% Add +6.8% 120,440 $26.3M
DNB Asset Management AS 0.11% Reduce -12.9% 117,942 $25.8M
Osaic Holdings, Inc. 0.05% Add +149.0% 109,466 $25.4M
Swiss Life Asset Management Ltd 0.15% Add +38.4% 116,034 $25.4M
ASR Vermogensbeheer N.V. 0.33% Add +0.9% 115,382 $25.2M
Hancock Whitney Corp. 0.47% New 112,178 $24.5M
ProShare Advisors LLC 0.05% Reduce -3.3% 111,988 $24.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.22% Add +2.1% 111,001 $24.3M
Scotia Capital Inc. 0.11% Add +6.8% 110,119 $24.1M
Creative Planning 0.02% Reduce -0.1% 109,729 $24.0M
Cetera Investment Advisers 0.04% Add +4.0% 108,347 $23.7M
Brown Brothers Harriman & Co. 0.15% Add +1.4% 107,760 $23.6M
Man Group plc 0.05% Add +82.8% 107,570 $23.5M
Tidal Investments LLC 0.15% Add +389.7% 107,482 $23.5M
Prudential PLC 0.14% Add +15.9% 106,302 $23.2M
Retirement Systems of Alabama 0.08% Add +0.2% 105,730 $23.1M
Boston Family Office LLC 1.53% Reduce -0.2% 105,293 $23.0M
Walter Public Investments Inc. 3.88% Reduce -12.1% 104,706 $22.9M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -70.9% 104,261 $22.8M
Carnegie Investment Counsel 0.45% Add +9.4% 103,395 $22.6M
DAVENPORT & Co LLC 0.12% Add +2.1% 103,005 $22.5M
Railway Pension Investments Ltd 0.32% Add +13.2% 102,800 $22.5M
Public Sector Pension Investment Board 0.09% Reduce -22.8% 101,426 $22.2M
WASHINGTON TRUST Co 0.78% Add +0.3% 101,085 $22.1M
Van Lanschot Kempen Investment Management N.V. 0.21% Reduce -45.2% 100,633 $22.0M
Amalgamated Bank 0.17% Reduce -3.7% 100,102 $21.9M
Crestwood Advisors Group, LLC 0.39% Reduce -0.0% 98,812 $21.6M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Add +1.7% 98,678 $21.6M
Ninety One North America, Inc. 1.05% Add +47.0% 98,045 $21.4M
KBC Group NV 0.06% Reduce -2.3% 96,839 $21.2M
Van Eck Associates Corp. 0.02% Reduce -10.4% 96,809 $21.2M
Tudor Investment Corporation 0.16% New 96,609 $21.1M
Quantinno Capital Management LP 0.09% Add +36.2% 95,435 $20.9M
TD Waterhouse Canada Inc. 0.15% Add +6.8% 95,850 $20.9M
Commonwealth Equity Services, LLC 0.03% Reduce -3.4% 94,712 $20.7M
Aptus Capital Advisors, LLC 0.20% Add +8.5% 94,685 $20.7M
O'shaughnessy Asset Management, LLC 0.14% Reduce -3.2% 94,414 $20.6M
IFM Investors Pty Ltd 0.20% Add +6.3% 93,731 $20.5M
Baillie Gifford & Co. 0.02% Reduce -5.2% 92,648 $20.3M
Varma Mutual Pension Insurance Co 0.15% Reduce -6.2% 90,704 $19.8M
AEGON ASSET MANAGEMENT UK Plc 0.25% Reduce -11.7% 89,793 $19.6M
Daiichi Life Insurance Co., Ltd. 0.55% Reduce -18.3% 89,033 $19.5M
Vancity Investment Management Ltd 2.43% Reduce -2.6% 87,911 $19.2M
Engineers Gate Manager LP 0.24% Add +180.1% 87,191 $19.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +4.8% 86,785 $19.0M
Northwest & Ethical Investments L.P. 0.46% Reduce -14.6% 85,130 $18.6M
Xponance LLC 0.15% Add +7.8% 84,277 $18.4M
Sanctuary Advisors, LLC 0.11% Reduce -1.8% 84,109 $18.4M
ExodusPoint Capital Management, LP 0.22% Add +1943.3% 84,002 $18.4M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -34.6% 83,069 $18.2M
Cadinha & Co. LLC 3.00% New 82,727 $18.1M
Martingale Asset Management L P 0.44% Reduce -1.2% 82,254 $18.0M
Wesleyan Assurance Society 1.16% No change 81,926 $17.9M
Utah Retirement Systems 0.19% Reduce -0.4% 81,210 $17.8M
USS Investment Management Ltd 0.11% Add +1.7% 81,192 $17.8M
Alps Advisors Inc. 0.10% Reduce -0.5% 81,201 $17.8M
Guggenheim Capital LLC 0.14% Add +8.2% 80,937 $17.7M
Rockefeller Capital Management L.P. 0.04% Add +22.1% 78,665 $17.6M
Factory Mutual Insurance Co. 0.19% No change 79,400 $17.4M
Oppenheimer Asset Management Inc. 0.20% Reduce -2.0% 79,089 $17.3M
Atria Investments, Inc 0.20% Reduce -6.1% 78,073 $17.1M
Segment Wealth Management, LLC 1.08% Reduce -1.3% 78,036 $17.1M
Osborne Partners Capital Management, LLC 0.90% Reduce -4.3% 77,560 $17.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -17.5% 77,530 $17.0M
Twinbeech Capital LP 0.38% New 76,513 $16.7M
Police & Firemen's Retirement System of New Jersey 0.15% Add +4.7% 74,976 $16.4M
Daiwa Securities Group Inc. 0.06% Add +5.6% 74,523 $16.3M
New York Life Investment Management LLC 0.15% Add +1.7% 73,780 $16.1M
Annex Advisory Services, LLC 0.39% Add +16.0% 73,440 $16.1M
Nixon Peabody Trust Co. 1.24% Reduce -1.2% 73,171 $16.0M
Bridges Investment Management Inc. 0.22% Reduce -3.0% 73,019 $16.0M
NorthCoast Asset Management LLC 0.07% Reduce -10.3% 72,768 $15.9M
Washington Trust Bank 1.34% Add +7.3% 72,513 $15.9M
State of Alaska, Department of Revenue 0.17% Add +12.4% 72,460 $15.8M
Running Oak Capital LLC 1.76% Add +8.7% 72,442 $15.8M
L1 Capital International Pty Ltd 3.87% Add +0.6% 77,347 $15.8M
Nearwater Capital Markets, Ltd 0.25% Reduce -38.4% 70,519 $15.4M
Curi Capital, LLC 0.29% Add +2.9% 70,151 $15.3M
Torray Investment Partners LLC 2.22% Reduce -1.1% 70,015 $15.3M
Baker Avenue Asset Management, LP 0.43% Add +0.7% 68,933 $15.1M
Brown Advisory Inc. 0.02% Reduce -0.5% 68,584 $15.0M
Ethic Inc. 0.27% Reduce -5.9% 68,479 $14.9M
Vanguard Personalized Indexing Management, LLC 0.17% Add +13.0% 67,440 $14.7M
Yousif Capital Management, LLC 0.16% Reduce -0.9% 67,386 $14.7M
Whittier Trust Co. of Nevada Inc. 0.33% Add +2.8% 66,462 $14.5M
Fulton Breakefield Broenniman LLC 0.97% Reduce -0.7% 65,710 $14.4M
Capital International Sarl 0.27% Add +1.7% 65,359 $14.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +9.3% 64,554 $14.1M
Public Employees Retirement Association of Colorado 0.05% Reduce -1.8% 64,518 $14.1M
Gabelli Funds LLC 0.10% Reduce -1.5% 63,900 $14.0M
Y-Intercept (Hong Kong) Ltd 0.34% Add +2964.0% 63,516 $13.9M
Harbour Trust & Investment Management Co 1.53% Add +3.7% 63,184 $13.8M
Levin Capital Strategies, L.P. 1.35% Reduce -0.2% 62,747 $13.7M
Callan Family Office, LLC 0.43% Add +121.1% 62,187 $13.6M
&partners 0.10% Add +72.2% 62,069 $13.6M
Cibc World Markets Corp. 0.09% Add +4.7% 62,004 $13.6M
Natixis 0.07% Reduce -37.4% 61,208 $13.4M
Nissay Asset Management Corp. /Japan 0.08% Reduce -1.2% 60,996 $13.3M
First American Bank 0.91% Add +0.4% 60,886 $13.3M
Wealthfront Advisers LLC 0.03% Reduce -7.8% 60,602 $13.3M
Lido Advisors, LLC 0.07% Reduce -1.5% 59,113 $12.9M
Apollon Wealth Management, LLC 0.26% Reduce -2.5% 59,094 $12.9M
Generali Asset Management SPA SGR 0.29% Add +6.6% 58,048 $12.7M
Foyston, Gordon & Payne Inc 2.85% Add +6.2% 57,216 $12.5M
Capital Fund Management S.A. 0.14% Add +88.9% 57,148 $12.5M
JLB & Associates Inc. 1.73% Reduce -6.6% 56,868 $12.4M
Azimuth Capital Investment Management LLC 0.46% Add +0.2% 56,806 $12.4M
Mutual of America Capital Management LLC 0.13% Reduce -1.1% 56,508 $12.4M
Orion Porfolio Solutions, LLC 0.10% Add +0.7% 55,502 $12.1M
Calamos Wealth Management LLC 0.50% Add +1.8% 53,696 $11.7M
OP Asset Management Ltd 0.17% Add +2.2% 53,108 $11.6M
Intech Investment Management LLC 0.11% Reduce -10.5% 52,404 $11.5M
CI Investments Inc. 0.04% Reduce -1.3% 52,233 $11.4M
King Luther Capital Management Corp. 0.05% Reduce -0.0% 52,225 $11.4M
Candriam S.C.A. 0.07% Reduce -46.0% 51,812 $11.3M
Edmond DE Rothschild Holding S.A. 0.18% Add +4.0% 51,608 $11.3M
Captrust Financial Advisors 0.03% Reduce -49.4% 51,459 $11.3M
Blair William & Co. 0.03% Add +14.7% 51,341 $11.2M
CIBC Private Wealth Group LLC 0.02% Add +5.9% 49,246 $10.8M
Dupont Capital Management Corp. 1.15% No change 49,071 $10.7M
Sawgrass Asset Management LLC 1.21% Add +21.5% 48,783 $10.7M
Elo Mutual Pension Insurance Co 0.22% Reduce -0.7% 48,428 $10.6M
Schonfeld Strategic Advisors LLC 0.08% Add +1406.2% 47,521 $10.4M
Pacer Advisors, Inc. 0.03% Add +44.9% 47,072 $10.3M
Orange Investment Advisors, Inc. 1.12% Reduce -2.9% 46,981 $10.3M
Sone Capital Management, LLC 0.95% New 46,853 $10.2M
UMB Bank, n.a. 0.16% Add +17.9% 45,678 $10.0M
Brevan Howard Capital Management LP 0.11% Add +153.2% 45,615 $10.0M
Caisse de depot et placement du Quebec 0.02% Reduce -95.4% 45,336 $9.9M
Gotham Asset Management 0.06% Reduce -36.1% 44,981 $9.8M
Cornerstone Advisors, LLC 0.34% Add +70.3% 44,800 $9.8M
Verition Fund Management LLC 0.06% Reduce -69.1% 44,698 $9.8M
Vontobel Holding Ltd. 0.03% Reduce -6.0% 44,592 $9.7M
Point72 Hong Kong Ltd 0.67% New 44,354 $9.7M
Phoenix Financial Ltd. 0.12% Reduce -3.9% 43,283 $9.5M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -33.1% 43,201 $9.4M
Florida Trust Wealth Management Co 0.29% Add +0.0% 42,966 $9.4M
Oregon Public Employees Retirement Fund 0.16% Add +0.7% 42,543 $9.3M
Steward Partners Investment Advisory, LLC 0.07% Add +7.6% 42,145 $9.2M
NEOS Investment Management LLC 0.11% Add +26.9% 41,998 $9.2M
Stokes Capital Advisors, LLC 2.23% Add +6.5% 41,749 $9.1M
QRG Capital Management, Inc. 0.08% Reduce -52.5% 41,717 $9.1M
BNP Paribas 0.29% Add +4.7% 41,401 $9.1M
Mercer Global Advisors Inc. 0.02% Reduce -19.3% 39,857 $8.7M
MML Investors Services, LLC 0.03% Reduce -20.6% 39,838 $8.7M
Kinsale Capital Group, Inc. 1.78% Add +10.6% 39,751 $8.7M
M&T Bank Corp 0.03% Reduce -15.9% 39,229 $8.6M
Illinois Municipal Retirement Fund 0.12% Add +19.8% 39,218 $8.6M
Vestcor Inc 0.26% Add +1.6% 39,182 $8.6M
Builder Investment Group Inc. 2.11% Reduce -0.1% 39,106 $8.6M
Huntington National Bank 0.07% Add +0.8% 39,013 $8.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +21.2% 38,316 $8.4M
Onex Canada Asset Management Inc. 1.02% Add +0.8% 38,291 $8.4M
Aurdan Capital Management, LLC 2.84% Reduce -3.1% 38,070 $8.3M
Marks Group Wealth Management, Inc 0.77% Add +0.6% 37,979 $8.3M
Bell Asset Management Ltd 1.82% Add +40.4% 37,795 $8.3M
Aware Super Pty Ltd as trustee of Aware Super 0.12% No change 37,696 $8.2M
Edgestream Partners, L.P. 0.23% Add +60.6% 37,298 $8.2M
Groupe la Francaise 0.13% Add +16.3% 37,416 $8.1M
Bennett Selby Investments LP 2.87% Add +1.4% 36,933 $8.1M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.11% No change 43,000 $8.0M
Avanza Fonder AB 0.23% No change 36,099 $7.9M
Qsemble Capital Management, LP 0.75% New 35,910 $7.9M
Siemens Fonds Invest GmbH 0.46% Add +2.9% 35,764 $7.8M
CX Institutional 0.27% Add +2.0% 35,538 $7.8M
Lathrop Investment Management Co. 1.47% New 35,463 $7.8M
CreativeOne Wealth, LLC 0.20% Reduce -0.9% 35,071 $7.7M
Franklin, Parlapiano, Turner & Welch, LLC 1.99% Add +2.8% 34,772 $7.6M
Bleakley Financial Group, LLC 0.19% Add +1.5% 34,291 $7.5M
Mizuho Securities USA LLC 0.16% — 34,054 $7.4M
Auxier Asset Management LLC 1.08% Reduce -0.6% 33,764 $7.4M
Los Angeles Capital Management LLC 0.03% Reduce -90.2% 33,275 $7.3M
Oak Ridge Investments LLC 0.52% Add +1.3% 32,857 $7.2M
UniSuper Management Pty Ltd 0.05% Reduce -1.0% 32,551 $7.1M
Zions Bancorporation, National Association 0.38% Reduce -0.8% 32,463 $7.1M
Ipswich Investment Management Co., Inc. 1.70% Reduce -2.5% 32,271 $7.1M
NewEdge Advisors, LLC 0.04% Reduce -7.3% 31,697 $6.9M
Kentucky Retirement Systems 0.20% Reduce -6.2% 31,602 $6.9M
Crossmark Global Holdings, Inc. 0.11% Reduce -23.7% 31,421 $6.9M
SVB Wealth LLC 0.37% New 31,345 $6.9M
Tower View Wealth Management LLC 3.48% Add +0.3% 30,708 $6.7M
Metis Global Partners, LLC 0.17% Reduce -6.3% 30,687 $6.7M
CHURCHILL MANAGEMENT Corp 0.07% Reduce -1.0% 30,652 $6.7M
Focus Partners Wealth 0.01% Add +4.3% 30,398 $6.6M
Hartford Investment Management Co. 0.21% Reduce -1.2% 29,762 $6.5M
Avantax Advisory Services, Inc. 0.04% Add +1.5% 29,723 $6.5M
Achmea Investment Management B.V. 0.08% Reduce -19.9% 28,750 $6.3M
Synovus Financial Corp. 0.08% Reduce -2.1% 28,315 $6.2M
Snowden Capital Advisors LLC 0.18% Reduce -0.5% 28,237 $6.2M
First Manhattan Co. Llc. 0.02% Add +16.1% 28,168 $6.2M
Parcion Private Wealth LLC 0.44% Add +1.1% 27,892 $6.1M
Capital Planning Advisors, LLC 0.89% Reduce -1.4% 27,700 $6.1M
M&G PLC 0.03% Add +12.5% 27,571 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 26,703 $6.0M
Aquatic Capital Management LLC 0.12% Reduce -38.9% 26,843 $5.9M
Canada Pension Plan Investment Board 0.01% Reduce -79.8% 26,729 $5.8M
Aviso Financial Inc. 0.26% Add +1.8% 26,553 $5.8M
Vinva Investment Management Ltd 0.15% Add +8.5% 26,711 $5.8M
Point72 (DIFC) Ltd 0.46% New 26,406 $5.8M
FineMark National Bank & Trust 0.20% Reduce -0.0% 26,353 $5.8M
Louisiana State Employees Retirement System 0.10% Reduce -1.5% 26,000 $5.7M
Advisors Asset Management, Inc. 0.10% Add +17.4% 25,972 $5.7M
Schaper Benz & Wise Investment Counsel Inc. 0.43% Add +1.6% 25,890 $5.7M
Norinchukin Bank, The 0.08% Add +9.3% 25,827 $5.6M
Securian Asset Management, Inc. 0.16% Reduce -0.8% 25,807 $5.6M
Bonness Enterprises Inc. 1.81% No change 25,300 $5.5M
Gulf International Bank (UK) Ltd 0.19% Reduce -10.4% 25,110 $5.5M
Capital International Ltd. 0.21% No change 24,864 $5.4M
Elevation Point Wealth Partners, LLC 0.42% Add +6.9% 24,805 $5.4M
Harrington Investments, INC 2.84% Reduce -0.8% 24,551 $5.4M
Commerzbank Aktiengesellschaft 0.12% Add +5.1% 24,459 $5.3M
Diversified Trust Co. 0.12% Reduce -2.1% 24,206 $5.3M
Stonegate Investment Group, LLC 0.13% Reduce -4.2% 24,096 $5.3M
Cary Street Partners Financial LLC 0.15% Reduce -4.4% 24,081 $5.3M
Maryland State Retirement & Pension System 0.11% Add +4.0% 23,988 $5.2M
Commerce Bank 0.03% Reduce -0.3% 23,979 $5.2M
Pinebridge Investments, L.P. 0.04% New 23,866 $5.2M
ING Groep NV 0.03% Add +8.2% 23,830 $5.2M
NBT Bank, N.A. 0.36% Reduce -5.9% 23,822 $5.2M
Benjamin Edwards Inc. 0.07% Add +3.4% 23,364 $5.1M
MinichMacGregor Wealth Management, LLC 1.09% Reduce -8.5% 23,327 $5.1M
Hamilton Capital Partners Inc. 0.26% Add +15.4% 23,190 $5.1M
Exencial Wealth Advisors, LLC 0.18% Reduce -16.9% 23,070 $5.0M
New Mexico Educational Retirement Board 0.16% No change 22,941 $5.0M
Investment Management Corp of Ontario 0.07% Reduce -7.3% 22,712 $5.0M
Cwm, LLC 0.02% Reduce -13.3% 22,665 $5.0M
Ieq Capital, LLC 0.03% Reduce -51.4% 22,620 $4.9M
AIA Group Ltd 0.11% Reduce -18.3% 22,487 $4.9M
Keybank National Association 0.02% Reduce -0.7% 22,409 $4.9M
BNC Wealth Management, LLC 1.45% Reduce -1.7% 22,403 $4.9M
Mogy Joel R Investment Counsel Inc. 0.28% Add +6.3% 22,023 $4.8M
Burling Wealth Partners, LLC 0.88% Add +5.3% 21,786 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -11.3% 21,725 $4.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +85.4% 21,698 $4.7M
Andra AP-fonden 0.07% Add +137.2% 21,610 $4.7M
Moneta Group Investment Advisors LLC 0.06% Add +145.0% 21,571 $4.7M
Vestmark Advisory Solutions, Inc. 0.07% Reduce -15.0% 21,312 $4.7M
Merit Financial Group, LLC 0.05% Add +4.3% 21,138 $4.6M
E. Ohman J:or Asset Management AB 0.11% Reduce -3.1% 20,837 $4.6M
Occidental Asset Management, LLC 0.63% Add +1.5% 20,775 $4.5M
Vident Advisory, LLC 0.05% Add +0.3% 20,488 $4.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.27% Reduce -6.3% 20,328 $4.4M
Ascent Group, LLC 0.17% Reduce -4.6% 20,150 $4.4M
Argent Trust Co 0.17% Reduce -1.4% 20,114 $4.4M
Suncoast Equity Management 0.45% Add +1.8% 20,082 $4.4M
RBF Capital, LLC 0.22% No change 20,000 $4.4M
Lafayette Investments, Inc. 0.87% Reduce -0.8% 19,624 $4.3M
Sustainable Insight Capital Management, LLC 1.92% Reduce -0.4% 19,441 $4.3M
GAMCO Investors 0.04% Add +2.7% 19,347 $4.2M
Park Avenue Securities LLC 0.04% New 19,289 $4.2M
Mediolanum International Funds Ltd 0.05% Reduce -5.8% 19,328 $4.2M
Conning Inc. 0.15% Add +6.7% 19,024 $4.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.53% Add +0.9% 18,954 $4.1M
Bessemer Group Inc. 0.01% Add +0.6% 18,810 $4.1M
Prosperity Consulting Group, LLC 0.30% Reduce -0.5% 18,748 $4.1M
World Investment Advisors 0.09% Reduce -5.7% 18,731 $4.1M
Summit Global Investments 0.24% Add +0.6% 18,667 $4.1M
Essex LLC 0.80% Reduce -2.8% 18,635 $4.1M
Cyndeo Wealth Partners, LLC 0.24% Add +16.0% 18,615 $4.1M
Larson Financial Group LLC 0.16% Add +19.3% 18,598 $4.1M
AG2R La Mondiale Gestion D'actifs 0.21% Add +1.8% 18,526 $4.1M
Vise Technologies, Inc. 0.17% — 18,457 $4.0M
Brown, Lisle/Cummings, Inc. 1.07% Add +44.0% 18,445 $4.0M
Agf Management Ltd. 0.02% Reduce -4.8% 18,444 $4.0M
Ossiam 0.05% Add +75.8% 18,378 $4.0M
Morton Community Bank 1.00% Add +3.4% 18,374 $4.0M
Banque Cantonale Vaudoise 0.16% Add +3.1% 18,342 $4.0M
Tower Research Capital LLC (TRC) 0.11% Reduce -7.3% 18,290 $4.0M
Sciencast Management LP 0.82% Add +19.0% 18,088 $4.0M
Bancreek Capital Management, LP 6.70% Add +8.0% 17,864 $3.9M
Evelyn Partners Investment Management LLP 0.12% Reduce -14.9% 17,830 $3.9M
Brentview Investment Management LLC 1.95% Reduce -1.6% 17,703 $3.9M
Blue Trust, Inc. 0.05% Add +0.0% 17,694 $3.9M
OMERS ADMINISTRATION Corp 0.03% No change 17,660 $3.9M
Transcend Capital Advisors, LLC 0.30% Reduce -11.2% 17,540 $3.8M
Empirical Finance, LLC 0.20% Add +0.7% 17,245 $3.8M
New Vernon Investment Management LLC 4.38% No change 17,221 $3.8M
Becker Capital Management Inc. 0.12% Reduce -1.0% 17,201 $3.8M
Mechanics Bank Trust Department 0.54% Reduce -0.7% 17,076 $3.7M
Horizon Investments, LLC 0.06% Add +38.4% 17,108 $3.7M
OneDigital Investment Advisors LLC 0.04% Reduce -1.3% 17,021 $3.7M
First National Bank of Mount Dora, Trust Investment Services 0.84% Reduce -1.6% 17,020 $3.7M
Tiaa Trust, National Association 0.01% Add +9.1% 16,940 $3.7M
Plato Investment Management Ltd 0.27% Reduce -2.1% 16,779 $3.7M
Quadrant Capital Group LLC 0.13% Add +22.0% 16,704 $3.7M
BLI - Banque de Luxembourg Investments 0.10% New 16,400 $3.6M
Private Trust Co. NA 0.34% Add +35.1% 16,187 $3.5M
American Trust 0.33% Reduce -0.1% 16,138 $3.5M
Algert Global LLC 0.07% Reduce -10.4% 16,113 $3.5M
Te Ahumairangi Investment Management Ltd 0.63% Add +29.3% 16,107 $3.5M
Jain Global LLC 0.06% New 16,048 $3.5M
Lombard Odier Asset Management (Switzerland) SA 0.18% Add +7.5% 15,914 $3.5M
Canada Post Corp Registered Pension Plan 0.20% New 15,779 $3.4M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.6% 15,719 $3.4M
NewEdge Wealth, LLC 0.05% Add +2.4% 16,885 $3.4M
Centiva Capital, LP 0.23% New 15,560 $3.4M
Alerus Financial NA 0.24% Reduce -0.4% 15,533 $3.4M
Kintegral Advisory, LLC 0.31% Reduce -0.1% 15,418 $3.4M
Exchange Traded Concepts, LLC 0.04% Reduce -32.6% 15,341 $3.4M
Perigon Wealth Management, LLC 0.08% Add +41.9% 15,337 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.13% Reduce -65.7% 15,123 $3.3M
Heritage Trust Co 0.38% Reduce -6.1% 15,032 $3.3M
Strategic Investment Advisors / MI 0.32% Add +0.1% 14,978 $3.3M
Lindenwold Advisors, INC 1.70% Add +3.5% 14,932 $3.3M
Kingsview Wealth Management, LLC 0.06% Reduce -0.5% 14,931 $3.3M
Choreo, LLC 0.04% Add +0.9% 14,728 $3.2M
South Dakota Investment Council 0.06% No change 14,652 $3.2M
Dynasty Wealth Management, LLC 0.05% Add +9.5% 14,382 $3.1M
PFG Advisors 0.15% Add +23.9% 14,377 $3.1M
1832 Asset Management L.P. 0.01% Reduce -37.5% 14,343 $3.1M
Axxcess Wealth Management, LLC 0.08% Reduce -9.2% 14,308 $3.1M
Oak Thistle LLC 0.46% Add +89.8% 14,257 $3.1M
HB Wealth Management, LLC 0.02% Reduce -10.8% 14,111 $3.1M
NJ State Employees Deferred Compensation Plan 0.36% No change 14,100 $3.1M
United Capital Financial Advisors, LLC 0.02% Reduce -1.1% 14,088 $3.1M
Union Heritage Capital, LLC 1.07% No change 14,064 $3.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -0.6% 13,983 $3.1M
SG Americas Securities, LLC 0.01% Reduce -87.6% 13,967 $3.1M
Icon Wealth Advisors, LLC 0.22% Reduce -0.4% 13,896 $3.0M
Hantz Financial Services, Inc. 0.05% Reduce -0.1% 13,710 $3.0M
Accurate Wealth Management, LLC 0.46% Reduce -1.2% 13,915 $3.0M
Bouvel Investment Partners, LLC 1.01% Add +1.2% 13,639 $3.0M
Freestone Capital Holdings, LLC 0.10% Reduce -0.2% 13,635 $3.0M
Simplicity Wealth,LLC 0.12% Add +91.2% 13,631 $3.0M
Coldstream Capital Management Inc. 0.05% Add +9.9% 13,589 $3.0M
Red Cedar Investment Management, LLC 0.37% No change 13,578 $3.0M
Moran Wealth Management, LLC 0.09% Add +3.6% 13,566 $3.0M
Federated Hermes, Inc. 0.01% Reduce -16.1% 13,518 $3.0M
Composition Wealth, LLC 0.05% Add +1.9% 13,419 $2.9M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -6.5% 13,413 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.0% 13,319 $2.9M
Sumitomo Life Insurance Co. 0.20% Reduce -4.1% 13,221 $2.9M
Empowered Funds, LLC 0.03% Add +1.0% 13,124 $2.9M
Vectors Research Management, LLC 0.98% Reduce -2.2% 13,108 $2.9M
Fiduciary Trust Co 0.03% Add +3.7% 12,930 $2.8M
CW Advisors, LLC 0.03% Add +4.4% 12,918 $2.8M
Kestra Private Wealth Services, LLC 0.04% Add +9.1% 12,912 $2.8M
Kimelman & Baird, LLC 0.23% No change 12,795 $2.8M
Concurrent Investment Advisors, LLC 0.05% Add +14.8% 12,793 $2.8M
Summit Financial, LLC 0.06% Reduce -4.1% 12,637 $2.8M
Praxis Investment Management Inc. 0.18% Reduce -20.3% 12,630 $2.8M
River Wealth Advisors LLC 0.34% Reduce -2.4% 12,591 $2.8M
Drake & Associates, LLC 0.66% Add +57.9% 12,391 $2.7M
Private Advisor Group, LLC 0.01% Reduce -3.3% 12,385 $2.7M
Moody National Bank Trust Division 0.24% Reduce -2.8% 12,140 $2.7M
Prescott Group Capital Management, L.L.C. 0.31% Reduce -1.3% 11,895 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -35.9% 11,889 $2.6M
Value Partners Investments Inc. 0.20% Add +8.2% 11,907 $2.6M
HRT Financial LP 0.01% Reduce -66.0% 11,820 $2.6M
Howland Capital Management LLC 0.10% Reduce -2.5% 11,682 $2.6M
Soundwatch Capital LLC 0.43% New 2,565,037 $2.5M
TCW Group Inc. 0.02% Add +1.4% 11,594 $2.5M
G&S Capital LLC 0.99% Reduce -1.4% 11,456 $2.5M
Financial Engines Advisors L.L.C. 0.00% Reduce -62.3% 11,316 $2.5M
HBK Sorce Advisory LLC 0.07% Reduce -5.8% 11,056 $2.4M
Peak Financial Advisors LLC 1.22% New 10,934 $2.4M
First Citizens Bank & Trust Co. 0.04% Reduce -26.9% 10,925 $2.4M
Bokf, NA 0.04% Reduce -0.4% 10,924 $2.4M
Mufg Securities Americas Inc. 0.21% Add +25.6% 10,920 $2.4M
Virtu Financial LLC 0.12% New 10,708 $2.3M
TKG Advisors, LLC 1.05% Add +4.5% 10,695 $2.3M
Hills Bank & Trust Co 0.15% Add +0.8% 10,675 $2.3M
Ritholtz Wealth Management 0.05% Add +3.2% 10,634 $2.3M
Summit Trail Advisors, LLC 0.04% New 10,484 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.6% 10,378 $2.3M
Pitcairn Co. 0.15% Reduce -14.3% 10,241 $2.2M
Wilmington Savings Fund Society, FSB 0.04% Add +0.7% 10,207 $2.2M
Enterprise Bank & Trust Co 0.83% Reduce -0.2% 10,201 $2.2M
Brighton Jones LLC 0.06% Add +0.9% 10,194 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% — 10,145 $2.2M
HighPoint Advisor Group LLC 0.12% Reduce -3.2% 10,105 $2.2M
Signaturefd, LLC 0.04% Add +1.2% 10,096 $2.2M
Cohen Klingenstein LLC 0.07% No change 10,000 $2.2M
Cresset Asset Management, LLC 0.01% Reduce -42.0% 9,947 $2.2M
Wealthcare Advisory Partners LLC 0.05% Reduce -3.1% 9,930 $2.2M
Pinnacle Associates Ltd. 0.03% Add +1.3% 9,892 $2.2M
V-Square Quantitative Management LLC 0.29% Reduce -37.0% 9,886 $2.2M
Ballentine Partners, LLC 0.03% Add +3.3% 9,855 $2.2M
Courier Capital LLC 0.13% Reduce -9.3% 9,851 $2.2M
Sompo Asset Management Co., Ltd. 0.37% Reduce -17.4% 9,840 $2.2M
Regions Financial Corp. 0.01% Reduce -3.6% 9,659 $2.1M
Nebula Research & Development LLC 0.18% New 9,651 $2.1M
Aerodigm Wealth, LLC 1.00% Reduce -0.0% 9,571 $2.1M
Princeton Global Asset Management LLC 0.38% Add +43.2% 9,551 $2.1M
Greenleaf Trust 0.02% Reduce -11.3% 9,506 $2.1M
RMR Wealth Builders 0.19% Reduce -0.7% 9,433 $2.1M
Hilltop Holdings Inc. 0.13% Reduce -0.1% 9,406 $2.1M
Meeder Advisory Services, Inc. 0.11% Add +4.9% 9,303 $2.0M
Tealwood Asset Management Inc. 0.90% Reduce -2.9% 9,263 $2.0M
Front Row Advisors LLC 0.70% Reduce -1.6% 9,232 $2.0M
Wealth Alliance, LLC 0.22% Add +6.0% 9,171 $2.0M
Chatham Capital Group, Inc. 0.30% Reduce -2.5% 9,008 $2.0M
MASTERINVEST Kapitalanlage GmbH 0.21% — 8,995 $2.0M
Qtron Investments LLC 0.25% No change 8,870 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -1.2% 8,829 $1.9M
Jump Financial, LLC 0.02% Reduce -72.9% 8,826 $1.9M
Mission Wealth Management, LP 0.04% Add +0.3% 8,653 $1.9M
IAM Advisory, LLC 0.45% Add +4.5% 8,601 $1.9M
Brass Tax Wealth Management, Inc. 0.36% Add +0.1% 8,582 $1.9M
Shell Asset Management Co. 0.06% Add +48.6% 8,577 $1.9M
Savant Capital, LLC 0.01% Add +3.8% 8,496 $1.9M
Jones Financial Companies LLLP 0.00% Add +46.7% 8,540 $1.9M
Syon Capital LLC 0.12% Add +4.5% 8,435 $1.8M
McAdam, LLC 0.10% Add +113.4% 8,424 $1.8M
PICTET BANK & TRUST Ltd 2.15% No change 8,395 $1.8M
Impact Capital Partners LLC 0.60% Add +1.5% 8,371 $1.8M
EP Wealth Advisors, LLC 0.01% Add +0.8% 8,337 $1.8M
Pensionfund Sabic 0.51% Reduce -2.4% 8,300 $1.8M
Dumont & Blake Investment Advisors LLC 0.47% Reduce -4.6% 8,248 $1.8M
MAI Capital Management 0.01% Add +11.4% 8,217 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +15.0% 8,205 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +3.6% 8,171 $1.8M
Prospera Financial Services Inc 0.03% Add +181.6% 8,166 $1.8M
Westerkirk Capital Inc. 0.22% — 8,110 $1.8M
Evercore Wealth Management, LLC 0.03% No change 8,095 $1.8M
Two Sigma Securities, LLC 0.22% New 8,094 $1.8M
Clearstead Advisors, LLC 0.02% Add +9.9% 8,087 $1.8M
Triasima Portfolio Management inc. 0.32% Reduce -68.4% 8,018 $1.8M
Ashton Thomas Private Wealth, LLC 0.06% Add +18.5% 7,956 $1.7M
Advisory Services Network, LLC 0.03% Reduce -0.2% 8,653 $1.7M
Ledyard National Bank 0.16% Add +4.7% 7,833 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -5.9% 7,790 $1.7M
Lantz Financial LLC 0.42% Reduce -0.0% 7,757 $1.7M
Principal Securities, Inc. 0.03% Add +20.7% 7,752 $1.7M
LS Investment Advisors, LLC 0.25% No change 7,749 $1.7M
Banco Santander, S.A. 0.02% Add +20.7% 7,697 $1.7M
Matrix Trust Co 0.27% No change 7,654 $1.7M
IFP Advisors, Inc 0.05% Reduce -7.7% 6,903 $1.7M
Hartline Investment Corp./ 0.19% Reduce -22.1% 7,591 $1.7M
Wedmont Private Capital 0.07% Reduce -1.2% 7,737 $1.7M
UNIVEST FINANCIAL Corp 0.10% Reduce -12.4% 7,576 $1.7M
Souders Financial Advisors 0.21% Reduce -14.4% 7,518 $1.6M
Clifford Swan Investment Counsel LLC 0.06% Reduce -1.9% 7,498 $1.6M
Welch & Forbes LLC 0.02% Add +29.6% 7,412 $1.6M
Relyea Zuckerberg Hanson LLC 0.19% Add +0.7% 7,403 $1.6M
Voleon Capital Management LP 0.09% Reduce -84.3% 7,385 $1.6M
Cibc World Market Inc. 0.00% Reduce -90.6% 7,324 $1.6M
S-Bank Fund Management Ltd 0.24% Reduce -6.9% 7,296 $1.6M
TCTC Holdings, LLC 0.05% No change 7,247 $1.6M
Venturi Wealth Management, LLC 0.08% Reduce -3.4% 7,243 $1.6M
First National Trust Co 0.06% Reduce -0.0% 7,215 $1.6M
NorthStar Asset Management LLC 0.82% Add +8.9% 7,078 $1.5M
Access Financial Services, Inc. 0.58% Add +2.7% 7,056 $1.5M
Journey Strategic Wealth LLC 0.05% Add +55.9% 7,034 $1.5M
Beverly Hills Private Wealth, LLC 0.29% Reduce -2.8% 6,945 $1.5M
RCS Financial Planning, LLC 0.75% No change 6,904 $1.5M
Norway Savings Bank 0.77% Reduce -0.9% 6,892 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +21.7% 6,865 $1.5M
US Asset Management LLC 1.30% No change 6,847 $1.5M
Mach-1 Financial Group, LLC 0.44% Reduce -3.1% 6,841 $1.5M
Parallel Advisors, LLC 0.03% Reduce -6.3% 6,830 $1.5M
Douglas Lane & Associates, LLC 0.02% Reduce -0.4% 6,777 $1.5M
Citizens & Northern Corp. 0.39% Reduce -19.5% 6,705 $1.5M
TD Private Client Wealth LLC 0.04% Reduce -23.6% 6,689 $1.5M
Venture Visionary Partners LLC 0.06% Add +9.1% 6,685 $1.5M
Boyd Watterson Asset Management LLC 0.46% Reduce -5.9% 6,645 $1.5M
Smithfield Trust Co 0.07% Reduce -0.9% 6,619 $1.4M
Gries Financial LLC 0.26% Reduce -4.4% 6,617 $1.4M
GAMMA Investing LLC 0.09% Add +5.9% 6,575 $1.4M
Dynamic Technology Lab Private Ltd 0.20% New 6,569 $1.4M
Shelton Capital Management 0.03% Reduce -0.5% 6,485 $1.4M
Edgemoor Investment Advisors, Inc. 0.12% Add +0.4% 6,472 $1.4M
Essex Financial Services, Inc. 0.09% Add +89.8% 6,448 $1.4M
Checchi Capital Advisers, LLC 0.10% No change 6,444 $1.4M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -3.9% 6,407 $1.4M
Hudson Bay Capital Management LP 0.01% New 6,363 $1.4M
Smartleaf Asset Management LLC 0.12% Reduce -8.4% 6,386 $1.4M
OmniStar Financial Group, Inc. 1.04% Add +1.7% 6,335 $1.4M
United Bank 0.53% Reduce -9.5% 6,327 $1.4M
Virtus Investment Advisers, LLC 0.47% New 6,319 $1.4M
DF Dent & Co. Inc. 0.02% Add +30.4% 6,271 $1.4M
Fifth Third Wealth Advisors LLC 0.06% Reduce -12.8% 6,260 $1.4M
Freedom Investment Management, Inc. 0.11% Add +13.6% 6,215 $1.4M
Wimmer Associates 1, LLC 0.69% Add +0.8% 6,208 $1.4M
Exchange Bank 1.07% Reduce -1.2% 6,164 $1.3M
Profund Advisors LLC 0.05% Reduce -10.4% 6,131 $1.3M
Chesley Taft & Associates LLC 0.06% Add +0.3% 6,120 $1.3M
LMCG Investments, LLC 0.08% Reduce -9.7% 6,100 $1.3M
Graybill Wealth Management, LTD. 0.43% No change 6,053 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Reduce -0.1% 6,049 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -23.9% 6,050 $1.3M
Concord Asset Management, LLC 0.20% No change 6,033 $1.3M
Concord Wealth Partners 0.19% Reduce -0.3% 6,033 $1.3M
Stance Capital LLC 0.49% New 5,985 $1.3M
Diversify Advisory Services, LLC 0.05% New 6,396 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +1.8% 5,933 $1.3M
Ironwood Investment Counsel, LLC 0.20% Add +2.6% 5,900 $1.3M
EverSource Wealth Advisors, LLC 0.06% Add +2.6% 5,883 $1.3M
Oddo BHF Asset Management Sas 0.05% Reduce -54.9% 5,882 $1.3M
Prosperity Financial Group, Inc. 0.55% Add +0.2% 5,869 $1.3M
Lester Murray Antman dba SimplyRich 0.36% Reduce -5.9% 5,871 $1.3M
West Family Investments, Inc. 0.33% Add +20.1% 5,858 $1.3M
Sagespring Wealth Partners, LLC 0.03% Reduce -4.7% 5,802 $1.3M
Fidelis Capital Partners, LLC 0.12% Add +0.3% 6,210 $1.3M
NorthRock Partners, LLC 0.03% Add +9.3% 5,772 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +5.9% 5,764 $1.3M
DRW Securities, LLC 0.09% New 5,747 $1.3M
Elmwood Wealth Management, Inc. 0.50% Add +0.0% 5,723 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Add +7.7% 5,709 $1.2M
Ostrum Asset Management 0.06% Reduce -2.8% 5,708 $1.2M
Kathmere Capital Management, LLC 0.10% Reduce -9.8% 5,691 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.70% No change 5,091 $1.2M
Peapack Gladstone Financial Corp. 0.02% Reduce -4.2% 5,665 $1.2M
Trust Asset Management LLC 0.09% No change 5,662 $1.2M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -2.9% 5,662 $1.2M
Red Door Wealth Management, LLC 0.15% Add +18.7% 5,656 $1.2M
R Squared Ltd 0.68% New 5,635 $1.2M
Strategic Wealth Investment Group, LLC 1.78% Add +6.9% 5,625 $1.2M
Brooklyn Investment Group 0.16% Add +8.7% 5,615 $1.2M
Neville Rodie & Shaw Inc. 0.09% No change 5,530 $1.2M
Landscape Capital Management, L.L.C. 0.09% Reduce -0.2% 5,465 $1.2M
West Paces Advisors Inc. 0.25% Add +1.0% 5,463 $1.2M
AA Financial Advisors, LLC 0.26% Add +4.8% 5,448 $1.2M
Integrated Advisors Network LLC 0.05% Add +1.7% 5,440 $1.2M
Integrity Alliance, Llc. 0.06% Reduce -47.9% 5,423 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -8.6% 5,400 $1.2M
Capital Asset Advisory Services LLC 0.05% Reduce -19.1% 5,336 $1.2M
Legacy Wealth Asset Management, LLC 0.30% Add +0.4% 5,311 $1.2M
Center For Asset Management LLC 0.71% Add +1.3% 5,457 $1.2M
Broadway Wealth Solutions, Inc. 0.70% No change 5,133 $1.1M
Arkadios Wealth Advisors 0.03% Add +58.9% 5,111 $1.1M
AlphaCore Capital LLC 0.04% Add +1.5% 5,111 $1.1M
Hamilton Point Investment Advisors, LLC 0.18% Reduce -1.8% 5,079 $1.1M
SkyView Investment Advisors, LLC 0.16% Reduce -1.1% 5,106 $1.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.09% No change 5,060 $1.1M
JGP Wealth Management, LLC 0.13% Add +1.4% 5,034 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -0.5% 5,016 $1.1M
Truefg, LLC 0.32% Add +42.9% 5,000 $1.1M
Twin Tree Management, LP 0.03% New 4,984 $1.1M
Leavell Investment Management, Inc. 0.05% Add +9.7% 4,982 $1.1M
Quadcap Wealth Management, LLC 0.14% Add +7.9% 4,965 $1.1M
HM Payson & Co. 0.02% Add +1.1% 4,946 $1.1M
Independent Advisor Alliance 0.03% Add +0.6% 4,909 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -54.4% 4,906 $1.1M
Bar Harbor Wealth Management 0.07% No change 4,903 $1.1M
Fullcircle Wealth LLC 0.40% Add +2.5% 5,375 $1.1M
Manchester Capital Management LLC 0.14% Reduce -0.2% 4,871 $1.1M
Global Retirement Partners, LLC 0.03% — 4,867 $1.1M
Cigna Investments Inc. 0.18% Reduce -1.9% 4,854 $1.1M
Canandaigua National Bank & Trust Co. 0.10% Reduce -1.8% 4,842 $1.1M
Parsonex Advisory Services, Inc. 0.88% — 4,835 $1.1M
Regency Capital Management Inc.\DE 0.55% New 4,809 $1.1M
Bridgewater Advisors Inc. 0.08% Reduce -0.9% 5,149 $1.0M
Bison Wealth, LLC 0.08% Add +41.4% 4,880 $1.0M
Matauro, LLC 0.19% Reduce -25.1% 4,738 $1.0M
Csenge Advisory Group 0.05% Reduce -4.8% 4,430 $1.0M
Capital Group Investment Management Pte. LTD. 0.18% No change 4,706 $1.0M
Beck Bode, LLC 0.17% Reduce -2.0% 4,702 $1.0M
PDS Planning, Inc 0.08% Add +44.1% 4,689 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -0.1% 4,687 $1.0M
Balyasny Asset Management L.P. 0.00% Add +37.7% 4,687 $1.0M
Fjell Capital, LLC 0.95% Add +0.8% 4,679 $1.0M
Cascade Financial Partners, LLC 0.12% No change 4,676 $1.0M
Texas Capital Bank Wealth Management Services Inc 0.10% Add +5.6% 4,671 $1.0M
Sowell Financial Services LLC 0.04% Add +16.6% 4,668 $1.0M
Allworth Financial LP 0.00% Add +21.7% 4,653 $1.0M
Murphy Pohlad Asset Management LLC 0.43% No change 4,645 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +2.2% 4,617 $1.0M
Annandale Capital, LLC 0.19% New 4,600 $1.0M
Polymer Capital Management (US) LLC 0.16% New 4,586 $1.0M
Boltwood Capital Management 0.28% Reduce -1.2% 4,567 $999K
Quadrant Private Wealth Management, LLC 0.21% Add +0.4% 4,556 $996K
Connecticut Wealth Management, LLC 0.05% Reduce -2.3% 4,549 $994K
D.A. Davidson & Co. 0.01% Reduce -6.5% 4,460 $975K
1248 Management, LLC 0.36% No change 4,444 $972K
Advance Capital Management, Inc. 0.04% Add +2.6% 4,406 $963K
Walleye Capital LLC 0.01% New 4,394 $961K
Trust Co. of Toledo NA 0.11% Reduce -0.1% 4,383 $958K
Western Wealth Management, LLC 0.06% Add +7.0% 4,376 $957K
Atlantic Union Bankshares Corp 0.02% Add +7.4% 4,358 $953K
Sage Mountain Advisors LLC 0.06% Add +0.3% 4,349 $951K
TOWER TRUST & INVESTMENT Co 0.67% Reduce -1.0% 4,337 $948K
Farther Finance Advisors, LLC 0.02% Add +9.8% 4,299 $940K
Ceeto Capital Group, LLC 0.33% No change 4,300 $940K
GM Advisory Group, LLC 0.05% Add +3.2% 4,214 $921K
Continuum Advisory, LLC 0.11% Add +180.7% 4,205 $919K
Fiduciary Family Office, LLC 0.30% Reduce -3.3% 4,197 $918K
Foundations Investment Advisors, LLC 0.01% Reduce -0.5% 4,194 $917K
Rossby Financial, LCC 0.34% Add +5.9% 4,149 $907K
VeraBank, N.A. 0.18% Add +10.6% 4,145 $906K
MassMutual Private Wealth & Trust, FSB 0.02% Add +4.8% 4,117 $900K
Coastal Bridge Advisors, LLC 0.07% New 4,091 $894K
Louisbourg Investments Inc. 0.21% Reduce -33.0% 5,479 $894K
AMG National Trust Bank 0.02% Add +0.6% 4,065 $889K
Wingate Wealth Advisors, Inc. 0.78% No change 4,022 $879K
Midwest Trust Co 0.01% — 4,016 $878K
Waverly Advisors, LLC 0.01% Reduce -5.5% 4,016 $878K
Nilsine Partners, LLC 0.09% Reduce -4.0% 4,005 $876K
Trivium Point Advisory, LLC 0.09% Reduce -5.1% 3,980 $870K
Kondo Wealth Advisors, Inc. 0.38% Add +0.0% 3,975 $866K
AE Wealth Management LLC 0.01% Add +12.7% 3,959 $866K
Sfmg, LLC 0.06% Reduce -2.1% 3,952 $864K
Essex Investment Management Co. LLC 0.16% No change 3,933 $860K
Stephens Inc. 0.01% Add +2.0% 3,932 $860K
Legacy Capital Wealth Partners, LLC 0.20% Reduce -6.9% 3,928 $859K
Cary Street Partners Investment Advisory LLC 0.41% Add +3.4% 3,913 $856K
AlphaQuest LLC 0.08% Reduce -69.8% 3,912 $855K
PUREfi Wealth, LLC 0.68% Add +17.5% 3,906 $854K
Mma Asset Management LLC 0.33% Add +11.3% 3,900 $853K
Glenview Trust Co 0.01% Add +10.8% 3,897 $852K
Parisi Gray Wealth Management 0.24% Add +0.0% 3,882 $849K
Genesee Capital Advisors, LLC 0.38% Add +0.9% 3,860 $844K
Marshall Financial Group, LLC 0.16% New 3,944 $841K
Net Worth Advisory Group 0.19% Reduce -2.5% 3,844 $840K
Aries Wealth Management 0.22% No change 3,837 $839K
Aigen Investment Management, LP 0.11% New 3,820 $835K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -14.1% 3,805 $832K
Mgo One Seven LLC 0.03% Reduce -28.3% 3,801 $831K
Boothbay Fund Management, LLC 0.03% Reduce -58.5% 3,794 $830K
Baker Ellis Asset Management LLC 0.11% No change 3,788 $828K
Walleye Trading LLC 0.02% Reduce -78.7% 3,787 $828K
Novem Group 0.10% New 3,765 $823K
Graypoint LLC 0.05% Add +2.2% 3,764 $823K
Matthew Goff Investment Advisor, LLC 0.15% No change 3,761 $822K
GC Wealth Management RIA, LLC 0.07% Add +294.9% 3,759 $822K
Allred Capital Management, LLC 0.31% Reduce -5.2% 3,741 $818K
Nicolet Bankshares Inc. 0.14% Add +22.7% 3,712 $812K
Empower Advisory Group, LLC 0.00% Add +15.1% 3,697 $808K
Founders Financial Securities LLC 0.06% Reduce -9.4% 3,695 $808K
Ausdal Financial Partners, Inc. 0.05% Reduce -2.0% 3,694 $808K
Howard Capital Management, LLC 0.01% Add +33.9% 3,689 $807K
Opes Wealth Management LLC 0.14% New 3,688 $806K
Shira Ridge Wealth Management 0.37% Reduce -1.4% 3,666 $802K
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.0% 3,666 $801K
Contravisory Investment Management, Inc. 0.16% Add +0.3% 3,631 $794K
Caldwell Trust Co 0.08% No change 3,616 $791K
Westpac Banking Corp. 0.05% No change 3,614 $790K
CWA Asset Management Group, LLC 0.03% Add +5.2% 3,612 $790K
GF Fund Management Co. LTD. 0.02% New 3,601 $787K
Vista Investment Partners LLC 0.23% No change 3,600 $787K
Ashton Thomas Securities, LLC 0.19% Reduce -1.8% 3,600 $787K
Avestar Capital, LLC 0.06% Add +20.4% 3,598 $787K
Forum Financial Management, LP 0.01% Add +11.8% 3,592 $785K
LGT Fund Management Co Ltd. 0.07% Add +58.7% 3,554 $777K
Mutual Advisors, LLC 0.02% Add +3.3% 3,687 $776K
Neo Ivy Capital Management 0.24% New 3,510 $767K
SRN Advisors, LLC 0.70% Add +6.3% 3,502 $766K
TBH Global Asset Management, LLC 0.16% New 3,501 $766K
Noesis Capital Mangement Corp. 0.13% No change 3,500 $765K
Equitable Holdings, Inc. 0.01% Add +16.5% 3,495 $764K
Numerai GP LLC 0.11% New 3,491 $763K
Level Four Advisory Services, LLC 0.03% Reduce -0.5% 3,482 $761K
Buckley Wealth Management, LLC 0.23% Reduce -0.6% 3,479 $761K
Personal Cfo Solutions, LLC 0.14% Reduce -6.8% 3,426 $749K
Strategic Blueprint, LLC 0.04% Reduce -4.5% 3,420 $748K
111 Capital 0.13% New 3,406 $745K
Frank, Rimerman Advisors LLC 0.05% Reduce -10.5% 3,395 $742K
Fulton Bank, N.A. 0.03% Reduce -10.1% 3,395 $742K
Quotient Wealth Partners, LLC 0.02% Reduce -6.9% 3,376 $738K
Atria Wealth Solutions, Inc. 0.02% Reduce -51.3% 3,364 $736K
Axq Capital, LP 0.24% Add +112.7% 3,342 $731K
Smith Salley Wealth Management 0.04% Add +26.0% 3,337 $730K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 3,334 $729K
Schear Investment Advisers, LLC 0.36% Add +2.4% 3,321 $726K
ICONIQ Capital, LLC 0.01% Add +9.8% 3,308 $723K
Williams Jones Wealth Management, LLC. 0.01% No change 3,304 $722K
Mattern Capital Management, LLC 0.09% Add +19.4% 3,302 $722K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -3.0% 3,286 $718K
Proficio Capital Partners LLC 0.04% Add +0.7% 3,284 $718K
Missouri Trust & Investment Co 0.23% Reduce -1.7% 3,255 $712K
Kohmann Bosshard Financial Services, LLC 0.08% No change 3,244 $709K
White Pine Investment CO 0.18% Reduce -1.7% 3,241 $709K
Chilton Investment Co. Inc. 0.02% Reduce -0.5% 3,240 $708K
Parvin Asset Management, LLC 0.73% No change 3,230 $706K
Waller Financial Planning Group, Inc. 0.17% Add +0.3% 3,225 $705K
Aaron Wealth Advisors LLC 0.07% Reduce -2.1% 3,220 $704K
Thrive Wealth Management, LLC 0.11% Reduce -6.4% 3,219 $704K
Defined Wealth Management, LLC 0.43% Add +0.1% 3,202 $700K
Compound Planning, Inc. 0.03% Reduce -16.0% 3,200 $700K
Duncker Streett & Co. Inc. 0.13% No change 3,200 $700K
Clarius Group, LLC 0.04% Add +3.4% 3,182 $696K
Integrated Wealth Concepts LLC 0.01% Reduce -26.8% 3,180 $695K
Ellevest, Inc. 0.11% Add +3.1% 3,179 $695K
Portland Global Advisors LLC 0.08% New 3,165 $692K
Rodgers Brothers Inc. 0.09% Reduce -3.1% 3,150 $689K
Spire Wealth Management 0.02% Reduce -79.5% 3,149 $688K
Ninety One SA (Pty) Ltd 0.11% Reduce -3.0% 3,158 $687K
Bill Few Associates, Inc. 0.19% No change 3,135 $685K
Florida Financial Advisors, LLC 0.17% Reduce -0.6% 3,129 $684K
Gateway Investment Advisers LLC 0.01% Reduce -3.4% 3,126 $683K
My Legacy Advisors, LLC 0.24% Add +12.8% 3,181 $683K
Dover Advisors, LLC 0.30% Reduce -41.2% 3,102 $678K
Dakota Wealth Management 0.01% Add +1.1% 3,066 $670K
Vicus Capital 0.06% Add +0.4% 3,049 $667K
North Star Asset Management Inc. 0.03% No change 3,030 $662K
SOL Capital Management CO 0.06% No change 3,030 $662K
Farringdon Capital, Ltd. 0.22% New 2,994 $655K
Gryphon Financial Partners LLC 0.09% Add +24.9% 2,987 $653K
Delta Investment Management, LLC 0.13% Reduce -0.8% 2,986 $653K
Pure Financial Advisors, LLC 0.01% Add +46.5% 2,963 $648K
Moors & Cabot, Inc. 0.03% Add +67.7% 2,915 $637K
McElhenny Sheffield Capital Management, LLC 0.17% Add +40.7% 2,897 $633K
Swmg, LLC 0.21% Add +13.6% 3,050 $629K
Strid Group, LLC 0.09% No change 2,873 $628K
Kearns & Associates LLC 0.36% No change 2,860 $625K
McRae Capital Management Inc. 0.13% Reduce -1.7% 2,849 $623K
Archvest Wealth Advisors, Inc. 0.54% No change 2,840 $621K
Aster Capital Management (DIFC) Ltd 0.14% Add +46.9% 2,824 $617K
Sterling Wealth Management, Inc. 0.21% — 2,818 $616K
Aprio Wealth Management, LLC 0.07% Reduce -4.6% 2,812 $615K
Meritas Wealth Management, LLC 0.34% No change 2,805 $613K
Spirepoint Private Client, LLC 0.07% Reduce -0.1% 2,800 $612K
PGIM Custom Harvest LLC 0.01% Reduce -0.4% 2,800 $612K
Premier Path Wealth Partners, LLC 0.09% Add +4.8% 2,792 $611K
Faithward Advisors, LLC 0.09% Reduce -2.2% 2,791 $610K
Coign Capital Advisors LLC 0.41% Add +2.0% 2,769 $605K
Wellington Capital Management, Inc. 0.90% — 2,760 $603K
44 Wealth Management LLC 0.21% Add +4.5% 2,749 $601K
Chesapeake Asset Management LLC 0.55% Reduce -4.6% 2,745 $600K
Fulcrum Asset Management LLP 0.17% — 2,741 $599K
Nomura Holdings Inc. 0.00% Reduce -82.3% 2,739 $599K
SOA Wealth Advisors, LLC. 0.11% Add +59.1% 2,723 $595K
Avalon Trust Co 0.04% No change 2,714 $593K
Penserra Capital Management LLC 0.01% Reduce -62.1% 2,706 $591K
Groupama Asset Managment 0.01% Reduce -8.7% 2,704 $587K
Capital Advisors Inc. 0.01% Add +0.9% 2,667 $583K
Warther Private Wealth, LLC 0.15% Reduce -1.9% 2,650 $579K
Nicolet Advisory Services, LLC 0.05% Reduce -8.8% 2,921 $578K
Amplius Wealth Advisors, LLC 0.05% Reduce -0.4% 2,635 $576K
Boston Research & Management Inc. 0.14% No change 2,620 $573K
Fogel Capital Management, Inc. 0.30% New 2,614 $572K
TFB Advisors LLC 0.15% Add +0.1% 2,590 $566K
C2C Wealth Management, LLC 0.51% No change 2,580 $564K
Financial Advocates Investment Management 0.05% Add +16.8% 2,561 $560K
Walter & Keenan Wealth Management LLC /in/ 0.16% Add +0.4% 2,552 $558K
Sigma Planning Corp 0.02% Add +12.2% 2,529 $553K
Mayflower Financial Advisors, LLC 0.08% Add +17.9% 2,510 $549K
Evernest Financial Advisors, LLC 0.18% Add +15.5% 2,510 $549K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.28% Reduce -54.5% 2,500 $547K
Broderick Brian C 0.11% No change 2,500 $547K
Advyzon Investment Management, LLC 0.12% Add +4.5% 2,490 $544K
Wela Strategies, Inc. 0.21% Add +6.7% 2,480 $542K
ARS Investment Partners, LLC 0.04% No change 2,478 $542K
Montag A & Associates Inc. 0.03% No change 2,475 $541K
LGT Group Foundation 0.01% No change 2,473 $541K
Strategic Wealth Partners, Ltd. 0.04% — 2,470 $540K
Spectrum Wealth Advisory Group, LLC 0.25% Add +0.0% 2,458 $537K
IFC Advisors LLC 0.10% Reduce -2.8% 2,447 $535K
Keel Point, LLC 0.04% Add +6.5% 2,442 $534K
Aberdeen Wealth Management LLC 0.35% No change 2,436 $533K
Signal Advisors Wealth, LLC 0.04% Reduce -0.6% 2,434 $532K
Geneva Partners, LLC 0.21% Reduce -87.4% 2,412 $527K
Reliant Investment Management, LLC 0.23% Reduce -90.3% 2,411 $527K
Foguth Wealth Management, LLC. 0.11% Reduce -1.8% 2,411 $527K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Reduce -45.5% 2,400 $525K
Gsa Capital Partners LLP 0.04% New 2,398 $524K
Pallas Capital Advisors LLC 0.02% Reduce -28.7% 2,385 $522K
Eads & Heald Wealth Management 0.26% Reduce -3.0% 2,385 $521K
Patrick M Sweeney & Associates, Inc. 0.36% Add +1.9% 2,413 $519K
J.W. Cole Advisors, Inc. 0.01% Add +36.9% 2,365 $517K
Powell Investment Advisors, LLC 0.19% No change 2,359 $516K
Calydon Capital 0.05% Add +100.0% 2,342 $512K
Asahi Life Asset Management Co., LTD. 0.30% New 2,340 $512K
James Hambro & Partners LLP 0.02% Reduce -17.3% 2,326 $509K
Scott Marsh Financial, LLC 0.19% — 2,324 $508K
JARISLOWSKY, FRASER Ltd 0.00% Add +36.6% 2,323 $508K
Wealthspire Advisors, LLC 0.00% Reduce -34.5% 2,319 $507K
D'Orazio & Associates, Inc. 0.07% Reduce -2.6% 2,286 $500K
Alta Advisers Ltd 0.18% No change 2,278 $498K
Advisors Capital Management, LLC 0.01% Reduce -6.9% 2,251 $492K
IHT Wealth Management, LLC 0.01% Reduce -2.4% 2,251 $492K
Blueshift Asset Management, LLC 0.15% New 2,248 $492K
Berkshire Asset Management LLC 0.02% Reduce -6.9% 2,244 $491K
Intellus Advisors LLC 0.07% No change 2,241 $490K
Clarkston Capital Partners, LLC 0.01% Add +29.0% 2,225 $486K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -50.5% 2,218 $485K
L2 Asset Management, LLC 0.08% Add +6.2% 2,207 $483K
Fielder Capital Group LLC 0.13% Reduce -7.5% 2,207 $482K
Brookstone Capital Management 0.01% Add +5.2% 2,204 $482K
Atala Financial Inc 0.33% No change 2,202 $481K
Penobscot Investment Management Company, Inc. 0.04% Reduce -0.1% 2,192 $479K
USA Financial Formulas 0.08% Add +20.8% 2,185 $478K
Parsons Capital Management Inc. 0.03% No change 2,173 $475K
BTS Asset Management, Inc. 0.57% New 2,164 $473K
Procyon Advisors, LLC 0.04% Reduce -16.5% 2,159 $472K
EntryPoint Capital, LLC 0.24% Add +68.2% 2,148 $470K
Cassaday & Co Wealth Management LLC 0.01% Add +2.1% 2,143 $469K
Everpar Advisors LLC 0.21% Add +6.0% 2,140 $468K
WestHill Financial Advisors, Inc. 0.10% No change 2,132 $466K
Mather Group, Llc. 0.01% Reduce -1.8% 2,131 $466K
Eastern Bank 0.01% No change 2,125 $465K
Tower Bridge Advisors 0.05% No change 2,123 $464K
Arax Advisory Partners 0.02% Add +13.1% 1,237 $463K
Smith & Howard Wealth Management, LLC 0.12% No change 2,100 $459K
Modera Wealth Management, LLC 0.01% Reduce -1.8% 2,097 $459K
Turtle Creek Wealth Advisors, LLC 0.05% New 2,089 $457K
Congress Asset Management Co. 0.00% No change 2,087 $456K
Andina Capital Management, LLC 0.32% Add +2.9% 2,084 $456K
Cornerstone Advisory, LLC 0.05% Add +2.6% 2,062 $451K
Good Life Advisors, LLC 0.03% Reduce -5.3% 2,057 $450K
Cynosure Group, LLC 0.05% Reduce -0.8% 2,051 $448K
Talisman Wealth Advisors LLC 0.41% Reduce -2.4% 2,048 $448K
Stockman Wealth Management, Inc. 0.06% Reduce -12.8% 2,045 $447K
Kessler Investment Group, LLC 0.18% Reduce -4.9% 2,042 $446K
Savvy Advisors, Inc. 0.03% Add +27.3% 2,038 $446K
Legacy Financial Advisors, Inc. 0.07% Reduce -13.3% 2,032 $444K
Merrion Investment Management Co, LLC 0.29% No change 2,031 $444K
Townsquare Capital LLC 0.04% Reduce -84.9% 2,011 $440K
Capstone Investment Advisors, LLC 0.00% New 2,004 $438K
Hutchinson Capital Management 0.08% Reduce -41.1% 2,000 $437K
Kornitzer Capital Management Inc. 0.01% No change 2,000 $437K
RDA Financial Network 0.12% Add +8.7% 1,999 $437K
S&co Inc. 0.03% No change 2,000 $437K
Optas, LLC 0.08% Reduce -1.4% 1,998 $437K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,985 $434K
Kanawha Capital Management LLC 0.03% Add +1.1% 1,982 $433K
Trust Point Inc. 0.04% Add +8.5% 1,976 $432K
Koshinski Asset Management, Inc. 0.03% Add +16.8% 1,971 $431K
Wallace Capital Management Inc. 0.06% No change 1,960 $429K
Gratus Wealth Advisors, LLC 0.06% No change 1,946 $425K
Northstar Financial Companies, Inc. 0.44% Add +8.6% 1,940 $424K
CKW Financial Group 0.05% Add +0.2% 1,948 $424K
Evergreen Capital Management LLC 0.01% Reduce -3.0% 1,939 $424K
Parkside Financial Bank & Trust 0.05% Add +26.2% 1,938 $424K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.9% 1,928 $422K
Opus Capital Group, LLC 0.05% No change 1,926 $421K
Jacobi Capital Management LLC 0.03% Add +50.4% 1,910 $418K
Joel Isaacson & Co., LLC 0.02% Add +33.6% 1,902 $416K
Catalyst Financial Partners LLC 0.05% Add +3.1% 1,897 $415K
Avior Wealth Management, LLC 0.01% Reduce -3.2% 1,893 $414K
Acima Private Wealth, LLC 0.14% No change 1,881 $411K
Westover Capital Advisors, LLC 0.08% Reduce -0.2% 1,877 $410K
Gladstone Institutional Advisory LLC 0.02% Add +1.3% 1,869 $409K
Quantitative Investment Management, LLC 0.05% Reduce -93.1% 1,868 $408K
NorthCrest Asset Manangement, LLC 0.01% Add +61.8% 1,893 $407K
Corient IA LP 0.24% No change 1,860 $407K
TFR Capital, LLC. 0.15% Add +2.6% 1,857 $406K
Willow Creek Wealth Management Inc. 0.04% No change 1,854 $405K
Caxton Associates LLP 0.01% New 1,854 $405K
Heritage Wealth Management, Inc. 0.13% No change 1,852 $405K
TrueMark Investments, LLC 0.09% New 1,852 $405K
Gilbert & Cook, Inc. 0.05% No change 1,846 $404K
Financial Management Professionals, Inc. 0.05% Add +663.9% 1,841 $403K
AGH Wealth Advisors, LLC 0.33% Add +1.7% 1,836 $401K
Revisor Wealth Management LLC 0.14% Add +40.4% 1,866 $401K
Harbour Investments, Inc. 0.01% Add +45.6% 1,825 $399K
Dillon & Associates Inc. 0.05% Add +0.9% 1,817 $398K
LeClair Wealth Partners LLC 0.27% Reduce -0.1% 1,820 $398K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -2.4% 1,813 $396K
Evoke Wealth, LLC 0.01% Reduce -5.8% 1,810 $396K
Dogwood Wealth Management LLC 0.19% Reduce -37.1% 1,854 $395K
Nwam LLC 0.02% New 1,967 $395K
iSAM Funds (UK) Ltd 0.09% New 1,802 $394K
Point72 Asia (Singapore) Pte. Ltd. 0.07% New 1,796 $393K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -0.6% 1,791 $392K
Ewa, LLC 0.12% Add +0.4% 1,788 $391K
Balefire, LLC 0.09% New 1,787 $391K
Angeles Wealth Management, LLC 0.03% Add +12.9% 1,783 $390K
New Hampshire Trust 0.08% No change 1,778 $389K
Kelleher Financial Advisors 0.13% New 1,777 $389K
Mayport, LLC 0.09% Add +0.3% 1,773 $388K
Foster Dykema Cabot & Partners, LLC 0.03% Add +25.9% 1,767 $386K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.3% 1,762 $385K
Norris Perne & French LLP 0.03% No change 1,756 $384K
FORA Capital, LLC 0.04% Reduce -64.4% 1,754 $383K
PFG Investments, LLC 0.02% Reduce -25.6% 1,754 $383K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.0% 1,745 $382K
FSM Wealth Advisors, LLC 0.06% Add +6.6% 1,783 $380K
Tritonpoint Wealth, LLC 0.04% Reduce -1.6% 1,731 $379K
Rothschild Investment LLC 0.02% Reduce -6.3% 1,723 $377K
Fisher Asset Management 0.00% Reduce -20.8% 1,718 $376K
Daymark Wealth Partners, LLC 0.01% Add +39.9% 1,714 $375K
SeaCrest Wealth Management, LLC 0.04% Reduce -1.4% 1,713 $375K
Chicago Partners Investment Group LLC 0.01% Add +4.6% 1,783 $374K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -3.4% 1,710 $374K
Douglass Winthrop Advisors, LLC 0.01% No change 1,708 $373K
MCF Advisors LLC 0.02% No change 1,706 $373K
Asset Allocation & Management Company, LLC 0.17% No change 1,700 $372K
iA Global Asset Management Inc. 0.01% Reduce -97.1% 1,700 $372K
Journey Advisory Group, LLC 0.03% No change 1,700 $372K
Investment Partners, LTD. 0.14% Add +0.4% 1,696 $371K
Citizens Business Bank 0.07% Reduce -18.8% 890 $369K
Great Lakes Advisors, LLC 0.00% Reduce -30.4% 1,684 $368K
Columbia Bank 0.11% Add +14.5% 1,726 $368K
Geneos Wealth Management Inc. 0.01% Add +2.1% 1,682 $368K
Advisors Preferred, LLC 0.06% New 1,685 $367K
Veltria Advisors Corp. 0.24% Add +16.9% 1,675 $366K
Kinloch Capital, LLC 0.17% No change 1,672 $366K
Private Wealth Asset Management, LLC 0.05% Add +4.3% 1,668 $365K
Scientech Research LLC 0.09% New 1,667 $364K
Wedbush Securities Inc. 0.01% Add +60.8% 1,661 $363K
Meridian Wealth Advisors, LLC 0.06% Add +0.2% 1,650 $361K
Talon Private Wealth, LLC 0.05% No change 1,644 $359K
RVW Wealth, LLC 0.03% Reduce -2.2% 1,644 $359K
Resonant Capital Advisors, LLC 0.02% Add +10.9% 1,638 $358K
Waldron Private Wealth LLC 0.02% Reduce -6.7% 1,626 $356K
Rehmann Capital Advisory Group 0.02% Add +7.7% 1,623 $355K
Davis R M Inc. 0.01% Reduce -10.0% 1,618 $354K
Lockerman Financial Group, Inc. 0.48% Reduce -3.5% 1,618 $354K
Bellwether Advisors, LLC 0.06% Reduce -0.2% 1,613 $353K
Hall Laurie J Trustee 0.12% No change 1,610 $352K
Mark Sheptoff Financial Planning, LLC 0.19% No change 1,609 $352K
Palisades Hudson Asset Management, L.P. 0.14% No change 1,607 $351K
Sava Infond d.o.o. 0.05% No change 1,600 $350K
Verdence Capital Advisors LLC 0.02% Add +10.3% 1,590 $348K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.2% 1,589 $347K
Litman Gregory Wealth Management LLC 0.03% No change 1,589 $347K
GeoWealth Management, LLC 0.01% Add +24.6% 1,580 $346K
Detalus Advisors, LLC 0.10% No change 1,580 $345K
Capital Management Corp. 0.06% No change 1,580 $345K
Carret Asset Management, LLC 0.04% Reduce -0.6% 1,580 $345K
Childress Capital Advisors, LLC 0.09% Add +37.7% 1,577 $345K
Veracity Capital LLC 0.12% Add +1.8% 1,576 $345K
Roble, Belko & Company, Inc 0.05% No change 1,566 $342K
Optimize Financial Inc. 0.21% Reduce -0.6% 1,563 $342K
Deseret Mutual Benefit Administrators 0.16% No change 1,548 $338K
St Germain D J Co. Inc. 0.01% Add +4.2% 1,547 $338K
Alpha Family Trust 0.17% No change 1,545 $338K
Stiles Financial Services Inc 0.12% Add +9.4% 1,530 $335K
Bailard, Inc. 0.01% Reduce -2.6% 1,530 $335K
Drive Wealth Management, LLC 0.07% Add +2.3% 1,519 $332K
Sentry Investment Management LLC 0.18% No change 1,559 $332K
Johnson & White Wealth Management, LLC 0.17% No change 1,520 $332K
SlateStone Wealth, LLC 0.03% Reduce -1.1% 1,516 $332K
Northeast Financial Consultants Inc 0.01% No change 1,514 $331K
SCS Capital Management LLC 0.00% Reduce -9.2% 1,505 $329K
Yoffe Investment Management, LLC 0.45% No change 1,500 $328K
Nations Financial Group Inc, /Ia/ 0.02% Add +1.2% 1,498 $328K
Sax Wealth Advisors, LLC 0.02% Add +33.4% 1,493 $326K
Cahaba Wealth Management, Inc. 0.03% Reduce -14.9% 1,492 $326K
Colonial Trust Co / SC 0.05% Add +9.9% 1,490 $326K
Prestige Wealth Management Group LLC 0.07% Add +1.6% 1,486 $325K
Quartz Partners, LLC 0.15% New 1,476 $323K
PFS Partners, LLC 0.16% Add +2.5% 1,470 $321K
Prossimo Advisors, LLC 0.26% Reduce -24.2% 1,470 $321K
GTS Securities LLC 0.01% Reduce -34.7% 1,462 $320K
Essex Bank 0.08% Add +4.4% 1,462 $320K
TigerOak Management, L.L.C. 0.11% Reduce -1.4% 1,460 $319K
MUFG Securities EMEA plc 0.01% New 1,456 $318K
Fayez Sarofim & Co 0.00% No change 1,450 $317K
Bolthouse Investments, LLC 0.31% No change 1,436 $314K
Bank of New Hampshire 0.08% No change 1,435 $314K
Synergy Investment Management, LLC 0.19% No change 1,426 $312K
Diligent Investors, LLC 0.07% No change 1,425 $312K
Stanley-Laman Group, Ltd. 0.05% Add +16.5% 1,421 $311K
Main Line Retirement Advisors, LLC 0.18% No change 1,419 $310K
Soltis Investment Advisors LLC 0.02% Add +14.3% 1,418 $310K
Everett Harris & Co. 0.00% Add +0.3% 1,417 $310K
Acorn Creek Capital LLC 0.13% Reduce -6.1% 1,417 $310K
Breakwater Capital Group 0.05% Reduce -1.5% 1,414 $309K
Principle Wealth Partners LLC 0.02% Add +26.4% 1,411 $309K
Mission Creek Capital Partners, Inc. 0.07% Reduce -2.3% 1,400 $306K
Capital Wealth Planning, LLC 0.00% No change 1,400 $306K
FourThought Financial Partners, LLC 0.03% Reduce -5.8% 1,399 $306K
Ignite Planners, LLC 0.05% Add +3.5% 1,440 $306K
Klingenstein Fields & Co. LP 0.01% No change 1,395 $305K
Pointe Capital Management LLC 0.16% No change 1,392 $304K
Insigneo Advisory Services, LLC 0.03% Add +8.8% 1,391 $304K
Cromwell Holdings LLC 0.18% No change 1,390 $304K
FAS Wealth Partners, Inc. 0.02% Add +37.8% 1,386 $303K
Old National Bancorp 0.01% Add +10.8% 1,383 $302K
CENTRAL TRUST Co 0.01% Reduce -8.7% 1,381 $302K
Rothschild Capital Partners, LLC 0.08% No change 1,380 $302K
RFG Advisory, LLC 0.01% Add +5.0% 1,375 $301K
Mairs & Power Inc. 0.00% Reduce -5.2% 1,374 $300K
StoneX Group Inc. 0.01% Add +10.4% 1,368 $299K
Ascentis Wealth Management, LLC 0.08% No change 1,369 $298K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.3% 1,357 $297K
Legacy Advisory Services, LLC 0.23% Add +0.4% 1,356 $296K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $295K
Rockland Trust Co. 0.01% Add +46.5% 1,339 $293K
HCR Wealth Advisors 0.03% No change 1,338 $293K
Farmers & Merchants Investments Inc. 0.01% No change 1,338 $293K
Millstone Evans Group, LLC 0.20% No change 1,325 $290K
Hollencrest Capital Management 0.01% No change 1,322 $289K
Drucker Wealth 3.0, LLC 0.06% Add +44.3% 1,348 $289K
Trueblood Wealth Management, LLC 0.12% Add +0.2% 1,314 $287K
Rossmore Private Capital 0.03% Reduce -13.0% 1,313 $287K
VestGen Advisors, LLC 0.01% Reduce -15.3% 1,313 $287K
Genesis Private Wealth, LLC 0.14% Add +1.5% 1,311 $287K
Verus Capital Partners, LLC 0.03% Reduce -2.7% 1,310 $286K
Sterling Group Wealth Management, LLC 0.16% Reduce -6.9% 1,302 $285K
Portside Wealth Group, LLC 0.04% Add +2.0% 1,301 $284K
WealthBridge Capital Management, LLC 0.07% Reduce -11.8% 1,301 $284K
Credit Capital Investments LLC 0.40% New 1,300 $284K
Quarry LP 0.07% Add +48.2% 1,297 $284K
J. Safra Sarasin Holding AG 0.00% New 1,293 $283K
CYBER HORNET ETFs LLC 0.20% Reduce -0.8% 1,292 $282K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.3% 1,289 $282K
Cornerstone Wealth Group, LLC 0.02% Add +0.4% 1,288 $282K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $279K
Modern Wealth Management, LLC 0.01% Add +8.5% 1,275 $279K
Trust Co. of Vermont 0.01% Reduce -0.8% 1,273 $278K
First Affirmative Financial Network 0.14% Reduce -12.2% 1,269 $278K
Parthenon LLC 0.03% Add +4.6% 1,269 $277K
Five Oceans Advisors 0.12% Reduce -1.9% 1,266 $277K
Unique Wealth, LLC 0.04% Add +11.1% 1,264 $276K
Fiduciary Alliance LLC 0.02% Add +36.0% 1,262 $276K
New England Professional Planning Group Inc. 0.13% No change 1,261 $276K
Blalock Williams, LLC 0.28% Add +4.7% 1,260 $275K
Victrix Investment Advisors 0.12% No change 1,258 $275K
YHB Investment Advisors, Inc. 0.02% No change 1,256 $275K
Twin Focus Capital Partners, LLC 0.04% No change 1,253 $274K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.2% 1,251 $273K
Court Place Advisors, LLC 0.09% No change 1,248 $273K
E Fund Management Co., Ltd. 0.01% Reduce -1.2% 1,248 $273K
Versant Capital Management, Inc 0.04% Reduce -1.1% 1,246 $272K
OneAscent Financial Services LLC 0.02% Reduce -60.7% 1,244 $271K
Hibernia Wealth Partners, LLC 0.10% New 1,238 $270K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -15.0% 1,236 $270K
Smart Money Group LLC 0.08% Add +0.4% 1,232 $269K
Ballast, Inc. 0.07% No change 1,230 $269K
Benchmark Financial Wealth Advisors, LLC 0.09% Add +2.6% 1,219 $267K
New Age Alpha Advisors, LLC 0.01% Reduce -12.1% 1,217 $266K
Stratos Investment Management, LLC 0.01% Add +0.3% 1,212 $265K
OneAscent Investment Solutions LLC 0.28% Reduce -1.5% 1,212 $265K
Dempze Nancy E 0.15% No change 1,210 $265K
First Nebraska Trust Co 0.03% No change 1,206 $264K
Duncan Williams Asset Management, LLC 0.08% Add +0.1% 1,201 $263K
Magnetar Financial LLC 0.00% New 1,201 $263K
Granite FO LLC 0.15% No change 1,200 $262K
Sunflower Bank, N.A. 0.07% Add +1.4% 1,200 $262K
Pathway Financial Advisors LLC 0.04% No change 1,200 $262K
Braun-Bostich & Associates Inc. 0.18% Reduce -6.8% 1,194 $261K
Avidian Wealth Enterprises, LLC 0.01% Reduce -2.2% 1,193 $261K
Tyche Wealth Partners LLC 0.05% Reduce -1.1% 1,191 $260K
CVA Family Office, LLC 0.04% Add +5.3% 1,189 $260K
Busey Bank 0.01% Reduce -10.2% 1,185 $259K
Grove Bank & Trust 0.03% Reduce -3.6% 1,185 $259K
Northside Capital Management, LLC 0.02% No change 1,185 $259K
MBB Public Markets I LLC 0.03% Reduce -18.3% 1,177 $257K
Wesbanco Bank Inc. 0.01% Add +7.8% 1,177 $257K
Meridian Wealth Management, LLC 0.01% Add +29.8% 1,172 $256K
Sivia Capital Partners, LLC 0.09% Reduce -5.6% 1,170 $256K
Ariston Services Group 0.18% Add +8.3% 1,168 $255K
Alteri Wealth LLC 0.10% Reduce -16.0% 1,167 $255K
Clear Creek Financial Management, LLC 0.02% New 1,166 $255K
Flagship Harbor Advisors, LLC 0.01% Add +0.9% 1,162 $254K
Moss Adams Wealth Advisors LLC 0.02% Add +10.3% 1,158 $253K
Woodward Diversified Capital, LLC 0.13% New 1,148 $251K
Simplex Trading, LLC 0.01% New 1,152 $251K
Richard P Slaughter Associates Inc 0.05% No change 1,141 $249K
Schulz Wealth, LTD. 0.19% No change 1,135 $248K
Resources Management Corp. /CT/ 0.03% No change 1,125 $246K
SageView Advisory Group, LLC 0.01% Reduce -4.5% 1,190 $246K
Avantax Planning Partners, Inc. 0.01% No change 1,102 $241K
Paradigm Asset Management Co. LLC 0.06% New 1,100 $241K
Pines Wealth Management, LLC 0.08% Reduce -5.0% 1,116 $240K
Global Endowment Management, LP 0.03% Add +11.1% 1,095 $239K
Aureus Asset Management, LLC 0.02% Add +15.4% 1,093 $239K
Tyler-Stone Wealth Management 0.04% Reduce -5.0% 1,090 $238K
Wealth Management Associates, Inc. 0.09% Reduce -13.0% 1,082 $237K
Terril Brothers, Inc. 0.09% Add +2.9% 1,079 $236K
Wolverine Trading, LLC 0.01% Reduce -57.2% 1,084 $235K
German American Bancorp, Inc. 0.02% Reduce -4.5% 1,073 $235K
Hamilton Capital, LLC 0.01% Add +7.0% 1,069 $234K
AlphaStar Capital Management, LLC 0.02% New 1,064 $233K
Ancora Advisors LLC 0.00% Add +163.8% 1,063 $232K
Advisory Alpha, LLC 0.01% Add +1.1% 1,059 $232K
Obermeyer Wealth Partners 0.01% Add +3.4% 1,059 $232K
Alpha Financial Partners LLC 0.17% Reduce -1.9% 1,056 $231K
McGlone Suttner Wealth Management, Inc. 0.03% Add +2.8% 1,054 $230K
Riverwater Partners LLC 0.11% Add +2.1% 1,053 $230K
Vestor Capital, LLC 0.02% Add +129.3% 2,940 $230K
OneAscent Wealth Management LLC 0.08% Add +6.1% 1,046 $229K
Sapient Capital LLC 0.00% Reduce -0.3% 1,046 $229K
HMS Capital Management, LLC 0.10% No change 1,043 $228K
eCIO, Inc. 0.10% Reduce -0.7% 1,043 $228K
MV Capital Management, Inc. 0.02% Reduce -0.7% 1,039 $227K
Roundview Capital LLC 0.02% Add +16.5% 1,037 $227K
BayBridge Capital Group, LLC 0.14% Add +0.3% 1,033 $226K
Mitchell & Pahl Private Wealth, LLC 0.10% Reduce -13.6% 1,030 $225K
Lanark Financial, Inc. 0.02% Add +149.3% 1,032 $225K
Longboard Asset Management, LP 0.56% No change 1,028 $225K
Means Investment Co., Inc. 0.02% Add +0.1% 1,020 $223K
HHM Wealth Advisors, LLC 0.03% No change 1,018 $223K
Dudley Capital Management, LLC 0.11% No change 1,010 $221K
Members Advisory Group LLC 0.08% No change 1,010 $221K
Destination Wealth Management 0.01% Reduce -2.2% 1,010 $221K
Moneco Advisors, LLC 0.02% Add +2.0% 1,009 $221K
Clark Capital Management Group, Inc. 0.00% Reduce -6.9% 1,005 $220K
Patton Fund Management, Inc. 0.05% New 1,004 $220K
Mesirow Financial Investment Management, Inc. 0.00% Add +4.9% 1,002 $219K
Arete Wealth Advisors, LLC 0.02% Add +2.8% 1,003 $219K
Cypress Capital Group 0.03% Reduce -45.9% 1,000 $219K
One Capital Management, LLC 0.01% Add +13.3% 999 $218K
McLean Asset Management Corp 0.06% Add +2.1% 1,027 $218K
Topsail Wealth Management, LLC 0.04% Reduce -2.6% 998 $218K
R. W. Roge & Company, Inc. 0.12% No change 1,000 $218K
Investment Advisory Services Inc. /TX 0.07% Add +9.7% 993 $217K
U.S. Capital Wealth Advisors, LLC 0.01% Add +4.6% 992 $217K
Patron Partners, LLC 0.11% Reduce -1.6% 990 $216K
Diversified Enterprises, LLC 0.02% Reduce -4.2% 990 $216K
CHICAGO TRUST Co NA 0.03% Add +16.2% 989 $216K
Nordwand Advisors, LLC 0.03% New 987 $216K
Klingman & Associates, LLC 0.01% New 984 $215K
Meadow Creek Wealth Advisors LLC 0.14% Reduce -10.6% 976 $213K
MQS Management LLC 0.12% Reduce -73.0% 975 $213K
Main Street Financial Solutions, LLC 0.02% Reduce -44.5% 975 $213K
Appleton Partners Inc. 0.02% No change 975 $213K
Plancorp, LLC 0.01% Add +1.5% 971 $212K
Norden Group LLC 0.02% Add +5.5% 971 $212K
Vest Financial, LLC 0.00% No change 970 $212K
Schorn Wealth LLC 0.07% Add +0.3% 965 $211K
Haverford Trust Co 0.00% Reduce -7.3% 961 $210K
Bank of Marin 0.16% Add +13.7% 956 $209K
Bogart Wealth, LLC 0.01% Add +10.0% 954 $209K
Austin Private Wealth, LLC 0.02% Reduce -35.9% 950 $208K
Bank of Nova Scotia Trust Co. 0.02% Add +6.8% 949 $207K
OneAscent Family Office, LLC 0.20% Reduce -53.1% 946 $207K
United Advisor Group, LLC 0.04% New 945 $207K
Heritage Investment Group, Inc. 0.04% No change 941 $206K
Alternative Investment Advisors, LLC. 0.10% New 935 $204K
Kelly Financial Services LLC 0.06% Add +1.7% 935 $204K
First Heartland Consultants, Inc. 0.02% New 934 $204K
Palumbo Wealth Management LLC 0.06% Reduce -2.0% 934 $204K
Pinion Investment Advisors, LLC 0.07% Add +10.3% 928 $203K
Burke & Herbert Bank & Trust Co. 0.05% No change 928 $203K
Osterweis Capital Management Inc. 0.01% Add +18440.0% 927 $203K
Leonteq Securities AG 0.01% Reduce -1.8% 927 $203K
Oxinas Partners, LLC 0.10% No change 915 $200K
First Horizon Advisors, Inc. 0.01% Add +26.3% 903 $197K
American National Bank & Trust 0.02% Reduce -2.9% 887 $194K
NFSG Corp 0.03% Add +1007.6% 875 $191K
AdvisorNet Financial, Inc 0.01% Add +5.8% 850 $186K
Chilton Capital Management LLC 0.01% Add +1.9% 815 $178K
Painted Porch Advisors LLC 0.07% Reduce -8.9% 814 $178K
Capula Management Ltd 0.00% Add +58.1% 803 $176K
Clearstead Trust, LLC 0.03% Add +65.6% 795 $174K
Hemington Wealth Management 0.02% Reduce -8.1% 758 $165K
Ameritas Advisory Services, LLC 0.01% Reduce -50.7% 740 $162K
Independence Bank of Kentucky 0.02% Add +17.9% 731 $160K
Lavaca Capital LLC 0.06% No change 700 $153K
Cohen & Steers, Inc. 0.00% No change 700 $153K
Opal Wealth Advisors, LLC 0.04% Reduce -9.5% 694 $152K
Horizon Bancorp Inc. 0.08% Reduce -7.9% 690 $151K
Bruce G. Allen Investments, LLC 0.11% Reduce -5.9% 651 $142K
Nova Wealth Management, Inc. 0.10% Reduce -13.7% 644 $141K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +5.3% 621 $136K
Pacific Center for Financial Services 0.04% Reduce -18.1% 615 $134K
Rosenberg Matthew Hamilton 0.03% No change 611 $134K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +27.1% 610 $133K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% New 609 $133K
Park Place Capital Corp 0.03% Reduce -17.4% 608 $132K
Mowery & Schoenfeld Wealth Management, LLC 0.21% Reduce -3.8% 582 $127K
Armstrong Advisory Group, Inc. 0.01% No change 559 $122K
Washington Trust Advisors, Inc. 0.01% No change 550 $120K
WPG Advisers, LLC 0.10% Reduce -27.1% 541 $118K
Anchor Investment Management, LLC 0.01% Add +2.3% 529 $116K
Johnson Financial Group, Inc. 0.01% Add +23.5% 525 $115K
Whipplewood Advisors, LLC 0.06% Add +16.8% 508 $111K
State of Wyoming 0.01% Add +70.4% 506 $111K
SBI Securities Co., Ltd. 0.00% Reduce -12.2% 505 $110K
Tompkins Financial Corp. 0.01% No change 502 $110K
Maseco LLP 0.00% — 485 $106K
Sachetta, LLC 0.04% Add +1.7% 485 $106K
Pittenger & Anderson Inc. 0.00% Add +11.7% 479 $105K
Richardson Financial Services Inc. 0.07% Add +3.3% 476 $104K
Beacon Capital Management, LLC 0.01% Add +0.4% 469 $102K
Union Savings Bank 0.05% No change 512 $102K
ORG Partners LLC 0.02% Reduce -29.1% 463 $101K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.4% 461 $101K
Harbor Investment Advisory, LLC 0.01% No change 455 $99K
Hara Capital LLC 0.06% No change 453 $99K
Catalyst Capital Advisors LLC 0.00% Reduce -57.0% 453 $99K
Islay Capital Management, LLC 0.06% No change 450 $98K
SouthState Bank Corp 0.00% Reduce -20.9% 442 $97K
Minot DeBlois Advisors LLC 0.09% No change 425 $93K
REAP Financial Group, LLC 0.02% Add +181.3% 422 $92K
Evelyn Partners Investment Management Services Ltd 0.01% No change 420 $92K
Ofi Invest Asset Management 0.00% Reduce -82.7% 490 $91K
Kozak & Associates, Inc. 0.02% Reduce -5.8% 423 $91K
DHJJ Financial Advisors, Ltd. 0.03% No change 410 $90K
New England Capital Financial Advisors LLC 0.04% No change 407 $89K
Morse Asset Management, Inc 0.02% Add +21.3% 405 $89K
Riverview Trust Co 0.11% Reduce -64.0% 400 $87K
Raleigh Capital Management Inc. 0.04% Reduce -8.6% 385 $84K
Dagco, Inc. 0.02% Add +4675.0% 382 $83K
Addison Advisors LLC 0.02% Reduce -3.8% 381 $83K
Cornerstone National Bank & Trust Co 0.04% No change 375 $82K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $82K
Centricity Wealth Management, LLC 0.07% No change 372 $81K
Aventura Private Wealth, LLC 0.04% Add +2.2% 371 $81K
Motco 0.01% Add +5.6% 398 $79K
Silvant Capital Management LLC 0.00% No change 358 $78K
Sound Income Strategies, LLC 0.00% Add +1218.5% 356 $78K
Heritage Wealth Advisors 0.00% No change 337 $74K
Legacies Wealth LLC 0.05% No change 334 $73K
Summit Securities Group LLC 0.03% New 332 $73K
Arlington Trust Co LLC 0.01% Add +1.5% 332 $73K
Park Square Financial Group, LLC 0.05% Add +0.3% 330 $72K
Webster Bank, N. A. 0.01% No change 328 $72K
Meeder Asset Management Inc. 0.00% Add +18.5% 327 $71K
Twin Peaks Wealth Advisors, LLC 0.02% New 330 $68K
HighMark Wealth Management LLC 0.03% No change 308 $67K
S&T Bank 0.02% Reduce -29.1% 305 $67K
CoreCap Advisors, LLC 0.00% Add +4.5% 301 $66K
Chelsea Counsel Co. 0.03% No change 300 $66K
Caldwell Sutter Capital, Inc. 0.03% Add +8.3% 300 $66K
Tortoise Investment Management, LLC 0.01% Add +7.9% 300 $66K
Caitong International Asset Management Co., Ltd 0.05% Add +195.1% 298 $65K
General Partner, Inc. 0.04% No change 298 $65K
Dunhill Financial, LLC 0.02% Reduce -0.3% 291 $64K
Trifecta Capital Advisors, LLC 0.01% No change 289 $63K
Perkins Coie Trust Co 0.01% Reduce -0.7% 286 $63K
Glen Eagle Advisors, LLC 0.01% No change 284 $62K
Rise Advisors, LLC 0.02% Add +0.4% 281 $61K
Iron Horse Wealth Management, LLC 0.02% No change 279 $61K
GW&K Investment Management, LLC 0.00% Add +17.8% 278 $61K
Physician Wealth Advisors, Inc. 0.01% Add +3.0% 273 $60K
Cornerstone Planning Group LLC 0.01% Reduce -4.8% 295 $59K
Sarver Vrooman Wealth Advisors 0.04% No change 269 $59K
Virtus Advisers, LLC 0.04% No change 266 $58K
Pension & Wealth Management Advisors, Inc. 0.02% No change 264 $58K
Plante Moran Financial Advisors, LLC 0.00% Add +2.8% 258 $56K
LRI Investments, LLC 0.00% Add +3.3% 254 $56K
Fortitude Family Office, LLC 0.02% Reduce -2.3% 253 $55K
Sierra Ocean, LLC 0.04% Add +44.4% 247 $54K
NewSquare Capital LLC 0.00% Add +47.2% 240 $52K
Covestor Ltd 0.03% Add +1.3% 239 $52K
Elevation Wealth Partners, LLC 0.02% Add +14.5% 237 $52K
RMG Wealth Management LLC 0.01% — 2,058 $51K
Nemes Rush Group LLC 0.01% Reduce -11.0% 234 $51K
Capital Advisors, Ltd. LLC 0.01% Add +4.5% 232 $51K
Essential Partners LLC 0.02% — 230 $50K
First United Bank & Trust 0.02% No change 216 $47K
Stone House Investment Management, LLC 0.01% Reduce -21.7% 206 $45K
Bangor Savings Bank 0.00% No change 206 $45K
Loomis Sayles & Co. L P 0.00% New 205 $45K
Bell Investment Advisors, Inc 0.01% Add +1.0% 196 $43K
Ridgewood Investments LLC 0.02% No change 193 $42K
Clean Yield Group 0.01% Add +114.4% 193 $42K
Intelligent Financial Strategies 0.02% No change 189 $41K
First Pacific Financial 0.01% No change 187 $41K
Salomon & Ludwin, LLC 0.00% No change 190 $40K
Rogco, LP 0.02% No change 183 $40K
FSA Wealth Management LLC 0.02% Reduce -26.9% 182 $40K
Frazier Financial Advisors, LLC 0.03% Add +14.5% 182 $40K
Albion Financial Group 0.00% No change 180 $39K
Access Investment Management LLC 0.01% — 179 $39K
Ameriflex Group, Inc. 0.02% Add +4.1% 178 $39K
Solstein Capital, LLC 0.02% Add +29.6% 175 $38K
Capital Analysts, LLC 0.00% Add +0.6% 170 $38K
Garde Capital, Inc. 0.00% No change 171 $37K
TD Capital Management LLC 0.00% Add +690.5% 166 $36K
Canton Hathaway, LLC 0.01% No change 164 $36K
Hanson & Doremus Investment Management 0.00% No change 163 $36K
JFS Wealth Advisors, LLC 0.00% Reduce -1.2% 160 $35K
Asset Dedication, LLC 0.00% Add +29.4% 154 $34K
Indiana Trust & Investment Management Co 0.01% No change 151 $33K
Atlas Capital Advisors Inc. 0.00% No change 151 $33K
Delos Wealth Advisors, LLC 0.03% New 148 $32K
Golden State Wealth Management, LLC 0.00% Reduce -5.8% 146 $32K
Clear Investment Research, LLC 0.04% No change 139 $31K
Nvwm, LLC 0.01% Reduce -1.4% 139 $30K
Westside Investment Management, Inc. 0.01% Add +363.3% 139 $30K
Headlands Technologies LLC 0.00% New 134 $29K
Aventus Investment Advisors, Inc. 0.03% — 130 $28K
Piscataqua Savings Bank 0.02% No change 129 $28K
Quest 10 Wealth Builders, Inc. 0.03% Add +324.1% 123 $27K
Cherry Tree Wealth Management, LLC 0.01% Reduce -7.6% 122 $27K
Sunbelt Securities, Inc. 0.00% Reduce -3.3% 118 $25K
Private Wealth Management Group, LLC 0.01% Reduce -1.8% 111 $24K
Howard Hughes Medical Institute 0.01% New 106 $23K
Key Financial Inc 0.00% No change 106 $23K
Accent Capital Management, LLC 0.01% No change 104 $23K
Chung Wu Investment Group, LLC 0.02% New 102 $22K
Curat Global, LLC 0.02% No change 100 $22K
Colonial Trust Advisors 0.00% No change 100 $22K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -39.6% 99 $21K
WealthCollab, LLC 0.01% No change 95 $21K
Activest Wealth Management 0.00% Reduce -19.1% 93 $20K
High Note Wealth, LLC 0.00% Reduce -4.2% 91 $20K
2UniFi Bank 0.01% No change 90 $20K
DT Investment Partners, LLC 0.00% No change 90 $20K
Slocum, Gordon & Co LLP 0.02% No change 90 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $19K
Oakworth Capital, Inc. 0.00% No change 85 $19K
Atwood & Palmer Inc. 0.00% No change 81 $18K
Murphy & Mullick Capital Management Corp 0.01% No change 88 $18K
Crewe Advisors LLC 0.00% Reduce -11.1% 80 $17K
Mascoma Wealth Management LLC 0.00% No change 78 $17K
GHP Investment Advisors, Inc. 0.00% No change 76 $17K
Salem Investment Counselors Inc. 0.00% Add +1.3% 76 $17K
North Capital, Inc. 0.01% No change 75 $16K
United Community Bank 0.01% No change 71 $16K
Steph & Co. 0.01% No change 71 $16K
Aspect Partners, LLC 0.01% Add +11.1% 70 $15K
Abound Wealth Management 0.00% Add +20.7% 70 $15K
Field & Main Bank 0.00% No change 65 $14K
Avion Wealth 0.00% Add +25.0% 65 $14K
Transce3nd, LLC 0.01% No change 63 $14K
Copia Wealth Management 0.01% No change 62 $14K
Perritt Capital Management Inc 0.01% No change 61 $13K
Pflug Koory, LLC 0.01% No change 61 $13K
Evermay Wealth Management LLC 0.00% No change 55 $12K
IMG Wealth Management, Inc. 0.01% New 55 $12K
Richardson Capital Management LLC 0.01% No change 55 $12K
Creekmur Asset Management LLC 0.00% No change 54 $12K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +8.7% 50 $11K
Binnacle Investments Inc 0.01% No change 48 $10K
Northwest Capital Management Inc 0.01% Reduce -17.2% 48 $10K
Creative Financial Designs Inc. 0.00% Reduce -31.4% 48 $10K
Hughes Financial Services, LLC 0.00% Reduce -9.1% 50 $10K
Kilter Group LLC 0.01% New 45 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 45 $10K
Investors Research Corp 0.00% No change 45 $10K
CBIZ Investment Advisory Services, LLC 0.00% Add +542.9% 45 $10K
Horizons Wealth Management 0.01% No change 44 $10K
Principia Wealth Advisory, LLC 0.01% Add +115.0% 43 $9K
Red Tortoise LLC 0.00% No change 43 $9K
Pacifica Partners Inc. 0.00% Add +30.3% 43 $9K
Valued Wealth Advisors LLC 0.00% Add +10.5% 42 $9K
Bare Financial Services, Inc 0.00% Add +740.0% 42 $9K
Coastline Trust Co 0.00% No change 42 $9K
Operose Advisors LLC 0.00% No change 41 $9K
MorganRosel Wealth Management, LLC 0.00% Add +7.9% 41 $9K
Westend Capital Management, LLC 0.00% New 40 $9K
Crews Bank & Trust 0.00% No change 39 $9K
Bfsg, LLC 0.00% No change 39 $9K
Alpine Bank Wealth Management 0.00% New 38 $8K
True Wealth Design, LLC 0.00% Reduce -11.9% 37 $8K
Riggs Asset Managment Co. Inc. 0.00% Add +208.3% 37 $8K
Tsfg, LLC 0.00% Add +2.9% 35 $8K
TFC Financial Management, Inc. 0.00% No change 36 $8K
Boreal Capital Management LLC 0.01% — 36 $8K
GPS Wealth Strategies Group, LLC 0.00% Add +3.0% 34 $8K
Raffa Wealth Management, LLC 0.00% Reduce -33.3% 34 $7K
Redmont Wealth Advisors LLC 0.01% New 33 $7K
WealthTrak Capital Management LLC 0.01% Add +3.2% 32 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -5.9% 32 $7K
VSM Wealth Advisory, LLC 0.00% New 32 $7K
Flagship Wealth Advisors, LLC 0.00% Reduce -30.2% 30 $7K
Tacita Capital Inc 0.00% No change 29 $6K
McIlrath & Eck, LLC 0.00% No change 29 $6K
Global Wealth Strategies & Associates 0.00% Add +42.1% 27 $6K
Clark Wealth Partners 0.00% No change 25 $5K
Carolina Wealth Advisors, LLC 0.00% No change 25 $5K
Total Investment Management Inc. 0.00% New 25 $5K
Toth Financial Advisory Corp. 0.00% No change 25 $5K
Provenance Wealth Advisors, LLC 0.00% No change 24 $5K
Stephens Consulting, LLC 0.00% New 22 $5K
Highline Wealth Partners LLC 0.00% Add +16.7% 21 $5K
LGT Financial Advisors LLC 0.01% New 21 $5K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
Core Alternative Capital 0.00% Reduce -99.0% 20 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $4K
Legacy Investment Solutions, LLC 0.00% — 18 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -28.0% 18 $4K
North Star Investment Management Corp. 0.00% No change 18 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +125.0% 18 $4K
Main Street Group, LTD 0.00% No change 17 $4K
Longfellow Investment Management Co. LLC 0.00% No change 17 $4K
Archer Investment Corp 0.00% No change 16 $3K
Crowley Wealth Management, Inc. 0.00% No change 15 $3K
SJS Investment Consulting Inc. 0.00% Reduce -43.5% 13 $3K
Parkworth Wealth Management, Inc. 0.00% Add +116.7% 13 $3K
MTM Investment Management, LLC 0.00% New 13 $3K
Financial Perspectives, Inc 0.00% No change 12 $3K
Asset Planning,Inc 0.00% No change 12 $3K
American Capital Advisory, LLC 0.00% Add +200.0% 12 $3K
Evolution Wealth Management Inc. 0.00% — 11 $2K
First Command Advisory Services, Inc. 0.00% No change 11 $2K
BankPlus Trust Department 0.00% Reduce -37.5% 10 $2K
WestEnd Advisors, LLC 0.00% Reduce -33.3% 10 $2K
PayPay Securities Corp 0.10% Add +50.0% 9 $2K
MPWM Advisory Solutions, LLC 0.00% No change 9 $2K
Rakuten Securities, Inc. 0.00% Add +12.5% 9 $2K
Quaker Wealth Management, LLC 0.00% — 9 $2K
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $2K
Trust Co 0.00% No change 8 $2K
Tradewinds Capital Management, LLC 0.00% No change 7 $2K
Cape Investment Advisory, Inc. 0.00% No change 7 $2K
IMA Advisory Services, Inc. 0.00% New 7 $2K
DecisionPoint Financial, LLC 0.00% New 6 $1K
1620 Investment Advisors, Inc. 0.00% Reduce -16.7% 5 $1K
Redwood Park Advisors LLC 0.00% No change 5 $1K
Atticus Wealth Management, LLC 0.00% New 5 $1K
Rialto Wealth Management, LLC 0.00% Add +150.0% 5 $1K
Tobam 0.00% No change 6 $1K
Centerpoint Advisors, LLC 0.00% New 5 $1K
Wood Tarver Financial Group, LLC 0.00% No change 9 $1K
West Branch Capital LLC 0.00% No change 4 $875
Logan Capital Management Inc. 0.00% Reduce -98.7% 4 $875
Y.D. More Investments Ltd 0.00% Reduce -35.1% 448 $288
Transamerica Financial Advisors, LLC 0.00% No change 2 $262

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