Marsh & McLennan CosMRSH

13F holders, Q3 2025 (September 30)
1,576holders −33
134new positions
151sold out
12famous investors
$201.46avg. 13F price*

At the end of Q3 2025, 1,576 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, down 33 from Q2 2025. 134 opened new positions and 151 sold out. The largest holders were Vanguard Group Inc. ($9.3B), BlackRock, Inc. ($7.8B) and State Street Corp. ($4.3B). 12 famous investors held it, including Tom Gayner (1.2% of Markel Group's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions134$313.4M
Exits151$406.1M

All 13F filers, Q2 2025 → Q3 2025: 22,022,609 shares bought and 31,235,021 shares sold, net −9,212,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,576 holders

Vanguard Group Inc. 0.14% Add +0.1% 46,202,533 $9.3B
BlackRock, Inc. 0.14% Reduce -3.7% 38,785,634 $7.8B
State Street Corp. 0.15% Add +0.5% 21,538,014 $4.3B
Capital International Investors 0.61% Add +1.2% 18,590,697 $3.7B
Capital World Investors 0.49% Add +0.5% 17,702,898 $3.6B
FMR LLC 0.17% Reduce -17.9% 16,455,084 $3.3B
Wellington Management Group LLP 0.53% Add +9.1% 15,091,478 $3.0B
Geode Capital Management, LLC 0.17% Add +2.2% 12,967,908 $2.6B
Capital Research Global Investors 0.37% Add +0.7% 9,861,067 $2.0B
Massachusetts Financial Services Co. 0.59% Reduce -2.1% 9,474,359 $1.9B
T. Rowe Price Associates Inc. 0.18% Reduce -16.9% 8,349,764 $1.7B
Morgan Stanley 0.09% Add +8.6% 7,052,786 $1.4B
Bank of America Corp. 0.10% Reduce -3.2% 6,405,611 $1.3B
Ameriprise Financial Inc. 0.27% Reduce -15.7% 5,767,988 $1.2B
Northern Trust Corp. 0.14% Reduce -1.8% 5,623,907 $1.1B
Goldman Sachs Group Inc. 0.15% Add +13.5% 5,221,331 $1.1B
JPMorgan Chase & Co. 0.06% Add +9.5% 4,872,982 $982.1M
Mawer Investment Management Ltd. 4.79% Reduce -14.9% 4,572,623 $921.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -20.4% 4,543,833 $915.7M
Clearbridge Investments, LLC 0.69% Add +76.2% 4,517,111 $910.3M
UBS Group AG 0.17% Reduce -6.3% 4,255,370 $857.6M
Nuveen, LLC 0.21% Reduce -6.5% 3,850,181 $775.9M
Artisan Partners Limited Partnership 1.00% Reduce -0.2% 3,437,011 $692.7M
Invesco Ltd. 0.10% Add +29.7% 3,293,188 $663.7M
Deutsche Bank AG 0.22% Add +4.3% 3,288,422 $662.7M
Legal & General Group Plc 0.14% Add +1.3% 3,196,714 $644.2M
Bank of New York Mellon Corp 0.11% Reduce -0.4% 3,065,069 $617.7M
Charles Schwab Investment Management Inc. 0.09% Add +0.1% 2,905,513 $585.5M
Lazard Asset Management LLC 0.75% Add +6.5% 2,763,189 $556.9M
Wells Fargo & Company 0.11% Reduce -25.1% 2,668,112 $537.7M
Parnassus Investments, LLC 1.20% Reduce -2.7% 2,586,704 $521.3M
D. E. Shaw & Co. 0.45% Add +113.9% 2,576,666 $519.3M
Jensen Investment Management Inc. 6.02% Reduce -0.7% 2,406,645 $485.0M
Stifel Financial Corp. 0.42% Add +1.8% 2,294,938 $462.5M
Royal Bank of Canada 0.08% Reduce -20.0% 2,256,873 $454.8M
Barclays PLC 0.17% Add +41.7% 2,202,372 $443.8M
Mackenzie Financial Corp. 0.51% Reduce -8.0% 2,102,286 $423.7M
Longview Partners (Guernsey) LTD 4.40% Reduce -7.9% 2,088,995 $421.0M
Dimensional Fund Advisors LP 0.09% Add +0.1% 2,023,475 $407.8M
Bahl & Gaynor LLC 1.85% Reduce -4.5% 1,846,515 $372.1M
Primecap Management Co. 0.28% Reduce -7.2% 1,821,016 $367.0M
Ako Capital LLP 5.16% Add +1.0% 1,799,753 $362.7M
Janus Henderson Group PLC 0.16% Reduce -8.8% 1,690,699 $340.7M
Navera Investment Management Ltd. 6.27% Add +7.0% 1,623,960 $327.3M
W1M Investment Management Ltd 4.05% Add +20.8% 1,560,628 $314.6M
Franklin Resources Inc. 0.08% Add +1.9% 1,549,969 $312.4M
California Public Employees Retirement System 0.18% Reduce -16.9% 1,514,767 $305.3M
Amundi 0.10% Reduce -48.9% 1,478,297 $297.6M
Robeco Institutional Asset Management B.V. 0.43% Reduce -21.8% 1,476,821 $297.6M
Swiss National Bank 0.17% Reduce -4.8% 1,420,300 $286.2M
Arrowstreet Capital, Limited Partnership 0.18% Add +654.7% 1,419,104 $286.0M
CANADA LIFE ASSURANCE Co 0.40% Add +17.7% 1,396,745 $279.4M
FIL Ltd 0.22% Add +14.9% 1,384,659 $279.1M
Voloridge Investment Management, LLC 0.93% Add +93.4% 1,379,436 $278.0M
Ninety One UK Ltd 0.59% Reduce -46.7% 1,346,803 $271.4M
BNP Paribas Financial Markets 0.21% Add +160.2% 1,319,258 $265.9M
Nippon Life Insurance Co. 4.45% Reduce -50.0% 1,311,350 $264.3M
Two Sigma Advisers, LP 0.53% Add +204.3% 1,309,700 $263.9M
Envestnet Asset Management Inc. 0.08% Add +2.1% 1,296,472 $261.3M
Qube Research & Technologies Ltd 0.36% Reduce -0.4% 1,277,357 $257.4M
Rathbones Group PLC 1.03% Add +27.6% 1,264,247 $254.8M
American Century Companies Inc. 0.13% Add +14.1% 1,260,479 $254.0M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +2.3% 1,217,043 $245.3M
Alliancebernstein L.P. 0.08% Reduce -6.9% 1,191,361 $240.1M
DekaBank Deutsche Girozentrale 0.40% No change 1,193,291 $237.4M
First Trust Advisors LP 0.17% Reduce -1.3% 1,157,404 $233.3M
Renaissance Technologies 0.30% Add +15.0% 1,120,300 $225.8M
Two Sigma Investments, LP 0.36% Add +10.8% 1,100,141 $221.7M
Swedbank AB 0.22% Add +21.9% 1,093,014 $220.3M
HSBC Holdings PLC 0.13% Reduce -11.8% 1,084,774 $218.4M
Findlay Park Partners LLP 2.26% Add +20.3% 1,065,967 $214.8M
Raymond James Financial Inc. 0.07% Add +12.3% 1,042,536 $210.1M
National Pension Service 0.16% Add +2.2% 1,037,834 $209.2M
AQR Capital Management 0.13% Add +139.9% 1,032,461 $206.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.15% Add +4.7% 1,002,026 $201.9M
TD Asset Management Inc 0.16% Add +6.1% 981,977 $197.9M
Storebrand Asset Management As 0.52% Add +13.2% 979,801 $197.5M
Rhumbline Advisers 0.15% Reduce -1.6% 932,537 $187.9M
Aviva PLC 0.34% Reduce -14.1% 927,765 $187.0M
Sarasin & Partners LLP 1.82% Add +65.6% 926,449 $185.5M
Polar Capital Holdings Plc 0.89% No change 910,000 $183.4M
Natixis Advisors, LLC 0.23% Reduce -2.5% 789,444 $159.1M
California State Teachers Retirement System 0.16% Reduce -0.2% 788,869 $159.0M
Principal Financial Group Inc. 0.08% Reduce -4.2% 777,177 $156.6M
Markel Group 1.23% Add +0.8% 755,000 $152.2M
Manufacturers Life Insurance Company, The 0.12% Reduce -45.1% 735,731 $148.3M
Assetmark, Inc. 0.30% Add +0.6% 688,583 $138.8M
Epoch Investment Partners, Inc. 0.75% Add +7.9% 680,915 $137.2M
PNC Financial Services Group, Inc. 0.08% Add +12.3% 671,907 $135.4M
Capital International, Inc. 1.08% Add +20.7% 667,621 $134.5M
CCLA Investment Management 2.12% Add +2.4% 656,634 $132.3M
Acadian Asset Management LLC 0.22% Reduce -2.0% 629,480 $126.8M
Lord, Abbett & Co. LLC 0.38% No change 600,223 $121.0M
Jennison Associates LLC 0.07% Reduce -42.9% 600,013 $120.9M
Macquarie Group Ltd. 0.14% Add +251.8% 592,509 $119.4M
New York State Common Retirement Fund 0.15% Reduce -6.3% 587,070 $118.3M
Nordea Investment Management AB 0.10% Reduce -12.9% 572,964 $114.9M
Prudential Financial Inc. 0.14% Add +1.9% 567,777 $114.4M
Bank of Montreal 0.05% Add +0.1% 567,330 $114.3M
Pictet Asset Management Holding SA 0.11% Add +5.2% 558,002 $112.5M
Bradley Foster & Sargent Inc. 1.60% Add +0.4% 539,325 $108.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% Reduce -1.2% 500,813 $100.9M
Citigroup Inc. 0.07% Add +1.9% 496,880 $100.1M
Bank of Nova Scotia 0.17% Add +188.5% 486,511 $98.0M
Johnson Investment Counsel Inc. 0.77% Add +0.9% 456,734 $92.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Reduce -13.0% 452,482 $91.2M
State Board of Administration of Florida Retirement System 0.16% Reduce -6.3% 446,458 $90.0M
Birch Hill Investment Advisors LLC 3.74% Add +2.9% 439,022 $88.5M
Impax Asset Management Group plc 0.51% Reduce -10.8% 430,210 $86.7M
Mariner, LLC 0.11% Reduce -7.0% 425,494 $85.7M
Aberdeen Group plc 0.13% Reduce -0.0% 410,219 $82.4M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Reduce -25.8% 405,462 $81.7M
Quilter Plc 1.40% Add +7.8% 405,379 $81.7M
Credit Agricole S A 0.27% — 399,553 $80.5M
Canada Pension Plan Investment Board 0.06% Add +1373.4% 393,830 $79.4M
Citadel Advisors 0.06% Add +178.0% 391,529 $78.9M
LPL Financial LLC 0.02% Add +15.0% 387,955 $78.2M
Squarepoint Ops LLC 0.17% Reduce -14.4% 385,231 $77.6M
Sterling Capital Management LLC 1.11% Reduce -7.7% 375,433 $75.7M
Corient Private Wealth LP 0.12% Reduce -8.1% 370,459 $74.7M
Cryder Capital Partners LLP 4.01% No change 360,629 $72.7M
Mitsubishi UFJ Trust & Banking Corp 0.15% Reduce -4.8% 349,901 $70.5M
Natixis 0.38% Add +465.8% 346,335 $69.8M
Bristol Gate Capital Partners Inc. 4.12% Reduce -3.2% 346,194 $69.8M
Worldquant Millennium Advisors LLC 0.30% Reduce -54.6% 342,388 $69.0M
New York State Teachers Retirement System 0.13% Reduce -0.1% 341,749 $68.9M
APG Asset Management N.V. 0.19% Reduce -0.6% 399,436 $68.5M
Truist Financial Corp. 0.09% Reduce -6.3% 338,416 $68.2M
HighTower Advisors, LLC 0.08% Add +2.5% 336,849 $67.9M
Silvercrest Asset Management Group LLC 0.44% Reduce -3.7% 328,895 $66.3M
Korea Investment CORP 0.14% Reduce -2.5% 327,006 $65.9M
Public Employees Retirement System of Ohio 0.21% Reduce -2.4% 325,110 $65.5M
Russell Investments Group, Ltd. 0.07% Reduce -4.0% 324,238 $65.3M
Baird Financial Group, Inc. 0.10% Reduce -0.3% 323,069 $65.1M
Madison Asset Management, LLC 0.71% Add +2.4% 319,737 $64.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Reduce -49.0% 313,321 $62.9M
Schroder Investment Management Group 0.05% Reduce -9.8% 311,523 $62.4M
Cerity Partners LLC 0.10% Reduce -3.8% 305,782 $61.6M
Banque Pictet & Cie SA 0.61% Add +32.1% 301,059 $60.7M
Raiffeisen Bank International AG 0.80% Reduce -0.0% 301,514 $60.4M
Crawford Investment Counsel Inc. 0.98% Add +2.6% 294,316 $59.3M
Jane Street Group, LLC 0.07% Add +41.3% 292,857 $59.0M
Sei Investments Co. 0.06% Add +7.0% 288,181 $58.1M
Nomura Asset Management Co. Ltd. 0.15% Reduce -2.2% 285,476 $57.5M
Bank Pictet & Cie (Europe) AG 1.12% Add +26.5% 278,615 $56.1M
Cincinnati Financial Corp. 1.11% New 278,334 $56.1M
Cincinnati Insurance Co. 0.86% New 275,766 $55.6M
AMF Tjanstepension AB 0.35% Reduce -4.4% 273,821 $55.2M
State of Wisconsin Investment Board 0.12% Reduce -1.6% 268,351 $54.1M
Calamos Advisors LLC 0.32% Reduce -3.1% 267,756 $54.0M
Danske Bank A/S 0.13% Reduce -31.0% 258,814 $52.2M
National Bank of Canada 0.06% Reduce -11.8% 258,537 $52.1M
Toronto Dominion Bank 0.10% Reduce -2.2% 255,362 $51.5M
Vaughan David Investments LLC 1.10% Add +2.1% 253,963 $51.2M
Allianz Asset Management GmbH 0.06% Reduce -1.7% 252,868 $51.0M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -3.7% 251,599 $50.7M
Allspring Global Investments Holdings, LLC 0.08% Add +37.5% 244,686 $49.3M
Kayne Anderson Rudnick Investment Management LLC 0.12% Add +7.9% 242,889 $48.9M
Asset Management One Co., Ltd. 0.13% Add +3.2% 230,471 $46.4M
Ycg, LLC 3.45% Add +5.8% 228,014 $46.0M
Royal London Asset Management Ltd. 0.10% Reduce -2.2% 222,299 $44.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.39% Add +1.8% 222,031 $44.7M
Treasurer of the State of North Carolina 0.14% Reduce -3.8% 221,909 $44.7M
Voya Investment Management LLC 0.05% Reduce -25.7% 214,568 $43.2M
W1M Asset Management Ltd 3.07% Add +44.0% 213,194 $43.0M
KLP Kapitalforvaltning As 0.17% Add +0.5% 208,674 $42.1M
Thrivent Financial for Lutherans 0.08% Add +7.5% 205,622 $41.4M
Zacks Investment Management 0.33% Add +5.5% 205,584 $41.4M
Avity Investment Management Inc. 2.91% Add +2.1% 205,459 $41.4M
Pathstone Holdings, LLC 0.16% Reduce -1.2% 204,088 $41.1M
Victory Capital Management Inc. 0.02% Reduce -2.7% 195,491 $39.4M
Wealth Enhancement Advisory Services, LLC 0.06% Add +35.7% 191,398 $39.0M
Handelsbanken Fonder AB 0.12% Add +5.3% 188,939 $38.1M
B. Metzler seel. Sohn & Co. AG 0.34% Add +3.0% 188,761 $38.0M
Abn Amro Investment Solutions 0.77% Reduce -2.8% 187,127 $37.7M
Mn Services Vermogensbeheer B.V. 0.24% Add +1.2% 186,388 $37.6M
Millennium Management 0.03% Reduce -73.5% 184,135 $37.1M
Capital Group Private Client Services, Inc. 0.62% Reduce -75.5% 183,444 $37.0M
Tudor Investment Corporation 0.25% Add +89.3% 182,841 $36.8M
Ilmarinen Mutual Pension Insurance Co 0.27% Add +0.6% 181,600 $36.6M
Janney Montgomery Scott LLC 0.09% Add +18.7% 177,904 $35.9M
LGT Capital Partners LTD. 1.74% Add +9.1% 177,731 $35.8M
Boston Trust Walden Corp 0.26% Reduce -8.0% 177,555 $35.8M
Temasek Holdings (Private) Ltd 0.12% Add +22.3% 175,306 $35.3M
Whittier Trust Co. 0.40% Add +2.5% 174,402 $35.1M
Compagnie Lombard Odier SCmA 0.38% Reduce -17.0% 173,112 $34.9M
State of New Jersey Common Pension Fund D 0.13% Add +4.7% 172,637 $34.8M
STRS Ohio 0.13% Add +2.9% 172,345 $34.7M
Resona Asset Management Co.,Ltd. 0.16% Reduce -6.0% 168,592 $33.9M
Flputnam Investment Management Co. 0.51% Reduce -22.2% 167,968 $33.9M
Capital Investment Advisors, LLC 0.56% Add +34.1% 167,263 $33.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +58.3% 165,061 $33.3M
Fifth Third Bancorp 0.11% Reduce -14.6% 164,318 $33.1M
Rafferty Asset Management, LLC 0.11% Reduce -0.1% 163,615 $33.0M
Aquatic Capital Management LLC 0.61% Add +506.2% 162,725 $32.8M
Hardman Johnston Global Advisors LLC 1.58% Reduce -19.9% 159,985 $32.2M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Add +2.5% 157,370 $31.7M
Horizon Kinetics Asset Management LLC 0.39% Add +0.3% 157,219 $31.7M
Nisa Investment Advisors, LLC 0.12% Reduce -2.2% 152,759 $30.8M
US Bancorp \de 0.04% Reduce -1.8% 148,374 $29.9M
Teacher Retirement System of Texas 0.12% Add +4.5% 145,839 $29.4M
Forsta Ap-Fonden 0.17% Reduce -3.7% 144,200 $29.1M
Arizona State Retirement System 0.15% Reduce -0.1% 143,908 $29.0M
Waycross Partners, LLC 2.42% New 139,521 $28.1M
State of Michigan Retirement System 0.13% Reduce -0.7% 138,975 $28.0M
Ensign Peak Advisors, Inc 0.05% Add +8.0% 138,306 $27.9M
Glenmede Investment Management, LP 0.13% Reduce -0.0% 137,552 $27.7M
Cetera Investment Advisers 0.03% Add +26.8% 137,330 $27.7M
Stock Yards Bank & Trust Co. 0.86% Reduce -0.6% 136,493 $27.5M
Brown Brothers Harriman & Co. 0.17% Add +26.4% 136,179 $27.4M
Federation des caisses Desjardins du Quebec 0.11% Add +0.8% 133,963 $27.0M
Cumberland Partners Ltd 1.76% Reduce -1.0% 133,918 $27.0M
EULAV Asset Management 0.62% No change 132,000 $26.6M
Badgley Phelps Wealth Managers, LLC 0.56% Reduce -1.2% 131,484 $26.5M
Comerica Bank 0.10% Add +1.3% 131,172 $26.4M
CIBC Asset Management Inc 0.08% Add +0.5% 130,463 $26.3M
Public Sector Pension Investment Board 0.10% Add +28.2% 130,015 $26.2M
J. Safra Sarasin Holding AG 0.41% Add +9575.9% 125,109 $25.2M
Czech National Bank 0.17% Add +3.7% 124,863 $25.2M
MetLife Investment Management, LLC 0.12% Reduce -2.7% 124,783 $25.1M
State of Tennessee, Department of Treasury 0.08% Reduce -27.3% 124,625 $25.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -58.1% 124,458 $25.1M
TrinityBridge Ltd 0.56% Reduce -57.3% 124,130 $25.0M
Teachers Retirement System of the State of Kentucky 0.19% No change 123,602 $24.9M
Swiss Life Asset Management Ltd 0.13% Add +5.9% 122,894 $24.8M
Choate Investment Advisors 0.51% Reduce -0.0% 121,790 $24.5M
Quantinno Capital Management LP 0.07% Add +27.3% 121,470 $24.5M
Hancock Whitney Corp. 0.44% Add +7.7% 120,764 $24.3M
Osaic Holdings, Inc. 0.03% Add +9.8% 120,198 $24.3M
Alps Advisors Inc. 0.13% Add +47.1% 119,481 $24.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -2.3% 118,057 $23.8M
DNB Asset Management AS 0.09% Reduce -1.1% 116,642 $23.5M
Gotham Asset Management 0.10% Add +157.9% 115,999 $23.4M
ASR Vermogensbeheer N.V. 0.28% Add +0.2% 115,654 $23.3M
Coho Partners, Ltd. 2.97% Reduce -42.5% 114,928 $23.2M
Susquehanna International Group, LLP 0.03% Reduce -16.8% 114,525 $23.1M
Walter Public Investments Inc. 3.75% Add +8.2% 113,299 $22.8M
Varma Mutual Pension Insurance Co 0.14% Add +21.9% 110,604 $22.3M
Capital Fund Management S.A. 0.22% Add +92.0% 109,744 $22.1M
Panagora Asset Management Inc. 0.09% Reduce -38.4% 109,279 $22.0M
Boston Family Office LLC 1.40% Add +3.5% 108,928 $21.9M
ProShare Advisors LLC 0.05% Reduce -3.6% 107,984 $21.8M
Creative Planning 0.02% Reduce -1.7% 107,840 $21.7M
Formuepleje A/S 1.20% Reduce -14.4% 105,657 $21.3M
Daiichi Life Insurance Co., Ltd. 0.53% Add +17.9% 104,977 $21.2M
Retirement Systems of Alabama 0.07% Reduce -0.8% 104,872 $21.1M
Glenview Trust Co 0.33% Add +2554.0% 103,427 $20.8M
Distillate Capital Partners LLC 1.08% New 103,284 $20.8M
WASHINGTON TRUST Co 0.68% Add +1.5% 102,646 $20.7M
Van Eck Associates Corp. 0.02% Add +4.8% 101,438 $20.4M
Scotia Capital Inc. 0.09% Reduce -8.5% 100,800 $20.3M
DAVENPORT & Co LLC 0.11% Reduce -4.0% 98,837 $19.9M
KBC Group NV 0.05% Add +1.9% 98,704 $19.9M
Amalgamated Bank 0.14% Reduce -1.5% 98,616 $19.9M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Reduce -0.4% 98,286 $19.8M
Crestwood Advisors Group, LLC 0.34% Reduce -0.5% 98,286 $19.8M
Ninety One North America, Inc. 0.90% No change 98,045 $19.8M
Aptus Capital Advisors, LLC 0.18% Add +3.3% 97,766 $19.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +12.6% 97,728 $19.7M
Carnegie Investment Counsel 0.37% Reduce -6.2% 97,020 $19.6M
Sanctuary Advisors, LLC 0.11% Add +15.2% 96,862 $19.5M
Annex Advisory Services, LLC 0.41% Add +31.2% 96,356 $19.4M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -51.2% 95,960 $19.3M
Prudential PLC 0.14% Reduce -9.8% 95,897 $19.3M
TD Waterhouse Canada Inc. 0.13% Add +0.0% 95,890 $19.3M
Deprince Race & Zollo Inc. 0.39% New 95,653 $19.3M
SG Americas Securities, LLC 0.07% Add +567.6% 93,243 $18.8M
IFM Investors Pty Ltd 0.16% Reduce -0.0% 93,705 $18.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Reduce -17.5% 91,586 $18.5M
Oppenheimer Asset Management Inc. 0.20% Add +13.0% 89,337 $18.0M
O'shaughnessy Asset Management, LLC 0.10% Reduce -6.2% 88,610 $17.9M
Vancity Investment Management Ltd 2.36% Add +0.3% 88,197 $17.8M
Y-Intercept (Hong Kong) Ltd 0.41% Add +35.1% 85,818 $17.3M
Northwest & Ethical Investments L.P. 0.40% Reduce -0.5% 84,718 $17.1M
Rockefeller Capital Management L.P. 0.03% Add +4.7% 82,394 $16.6M
Baillie Gifford & Co. 0.01% Reduce -11.1% 82,361 $16.6M
Wesleyan Assurance Society 0.99% No change 81,926 $16.5M
Utah Retirement Systems 0.16% Add +0.4% 81,559 $16.4M
USS Investment Management Ltd 0.08% No change 81,192 $16.4M
Atria Investments, Inc 0.18% Add +2.5% 80,004 $16.1M
Xponance LLC 0.13% Reduce -5.1% 79,998 $16.1M
Neuberger Berman Group LLC 0.01% Reduce -34.3% 79,688 $16.1M
Police & Firemen's Retirement System of New Jersey 0.13% Add +6.0% 79,447 $16.0M
Factory Mutual Insurance Co. 0.16% No change 79,400 $16.0M
Segment Wealth Management, LLC 0.95% Add +1.2% 78,968 $15.9M
L1 Capital International Pty Ltd 3.32% Add +1.9% 78,829 $15.9M
Guggenheim Capital LLC 0.12% Reduce -2.9% 78,556 $15.8M
Washington Trust Bank 1.16% Add +8.1% 78,388 $15.8M
Quantbot Technologies LP 0.43% Reduce -38.0% 78,065 $15.7M
Daiwa Securities Group Inc. 0.05% Add +4.3% 77,730 $15.7M
NorthCoast Asset Management LLC 0.06% Add +6.7% 77,667 $15.7M
Osborne Partners Capital Management, LLC 0.79% Reduce -0.3% 77,362 $15.6M
Running Oak Capital LLC 1.74% Add +6.2% 76,926 $15.5M
Bridges Investment Management Inc. 0.20% Add +4.3% 76,196 $15.4M
Strategic Wealth Investment Group, LLC 1.29% Add +1251.8% 76,036 $15.3M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -8.9% 75,675 $15.3M
Edgestream Partners, L.P. 0.44% Add +102.2% 75,416 $15.2M
CIBC Bancorp USA Inc. 0.09% — 74,161 $14.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +14.3% 73,768 $14.9M
Brown Advisory Inc. 0.02% Add +6.8% 73,237 $14.8M
Nixon Peabody Trust Co. 1.07% Reduce -1.1% 72,384 $14.6M
&partners 0.09% Add +15.8% 71,862 $14.5M
New York Life Investment Management LLC 0.13% Reduce -2.8% 71,725 $14.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -8.6% 70,891 $14.3M
Baker Avenue Asset Management, LP 0.34% Add +2.1% 70,416 $14.2M
Torray Investment Partners LLC 1.98% No change 70,015 $14.1M
State of Alaska, Department of Revenue 0.14% Reduce -3.9% 69,612 $14.0M
Commonwealth Equity Services, LLC 0.02% Reduce -26.6% 69,467 $14.0M
Focus Partners Wealth 0.02% Add +124.5% 68,252 $13.8M
Whittier Trust Co. of Nevada Inc. 0.29% Add +2.1% 67,878 $13.7M
Capital International Sarl 0.24% Add +3.3% 67,496 $13.6M
Mercer Global Advisors Inc. 0.02% Add +64.8% 65,698 $13.2M
Caisse de depot et placement du Quebec 0.02% Add +44.8% 65,661 $13.2M
Woodline Partners LP 0.06% New 64,974 $13.1M
Yousif Capital Management, LLC 0.14% Reduce -5.5% 63,688 $12.8M
Gabelli Funds LLC 0.09% Reduce -1.1% 63,200 $12.7M
Callan Family Office, LLC 0.40% Add +1.4% 63,029 $12.7M
NEOS Investment Management LLC 0.10% Add +49.9% 62,954 $12.7M
Jump Financial, LLC 0.17% Add +613.1% 62,935 $12.7M
Public Employees Retirement Association of Colorado 0.05% Reduce -3.3% 62,367 $12.6M
Harbour Trust & Investment Management Co 1.29% Reduce -1.6% 62,156 $12.5M
Levin Capital Strategies, L.P. 1.15% Reduce -1.0% 62,116 $12.5M
Bridgewater Associates 0.05% New 62,067 $12.5M
Ethic Inc. 0.21% Reduce -9.7% 61,873 $12.5M
Nissay Asset Management Corp. /Japan 0.07% Add +1.0% 61,626 $12.4M
First American Bank 0.77% Add +0.4% 61,146 $12.3M
Lido Advisors, LLC 0.05% Add +2.4% 60,533 $12.2M
Entropy Technologies, LP 0.91% New 60,429 $12.2M
Vanguard Personalized Indexing Management, LLC 0.12% Reduce -11.6% 59,589 $12.0M
Wealthfront Advisers LLC 0.03% Reduce -2.3% 59,230 $11.9M
Foyston, Gordon & Payne Inc 2.61% Add +3.4% 59,156 $11.9M
Curi Capital, LLC 0.22% Reduce -15.7% 59,148 $11.9M
Morningstar Investment Management LLC 0.43% New 58,435 $11.8M
JLB & Associates Inc. 1.52% Add +1.1% 57,516 $11.6M
AXA Investment Managers S.A. 0.03% — 57,137 $11.5M
Generali Asset Management SPA SGR 0.24% Reduce -2.0% 56,880 $11.5M
Apollon Wealth Management, LLC 0.20% Reduce -4.1% 56,695 $11.4M
Oregon Public Employees Retirement Fund 0.15% Add +32.2% 56,227 $11.3M
Azimuth Capital Investment Management LLC 0.40% Reduce -3.1% 55,034 $11.1M
Calamos Wealth Management LLC 0.40% Add +1.8% 54,675 $11.0M
Union Bancaire Privee, UBP SA 0.16% Reduce -71.9% 39,758 $11.0M
Schonfeld Strategic Advisors LLC 0.08% Add +14.6% 54,443 $11.0M
OP Asset Management Ltd 0.14% Add +1.6% 53,980 $10.9M
Mutual of America Capital Management LLC 0.11% Reduce -5.7% 53,291 $10.7M
King Luther Capital Management Corp. 0.04% Add +1.2% 52,838 $10.6M
Orion Porfolio Solutions, LLC 0.08% Reduce -5.8% 52,306 $10.5M
MUFG Securities EMEA plc 0.26% Add +3430.9% 51,410 $10.4M
Andra AP-fonden 0.13% Add +136.5% 51,110 $10.3M
Elo Mutual Pension Insurance Co 0.16% Add +2.8% 49,800 $10.0M
Candriam S.C.A. 0.05% Reduce -4.0% 49,765 $10.0M
CIBC Private Wealth Group LLC 0.02% Add +0.7% 49,608 $10.0M
Edmond DE Rothschild Holding S.A. 0.15% Reduce -5.8% 48,605 $9.8M
Captrust Financial Advisors 0.02% Reduce -5.7% 48,551 $9.8M
Orange Investment Advisors, Inc. 0.99% Add +0.2% 47,072 $9.5M
Blair William & Co. 0.03% Reduce -9.2% 46,599 $9.4M
Engineers Gate Manager LP 0.11% Reduce -47.0% 46,223 $9.3M
Van Lanschot Kempen Investment Management N.V. 0.08% Reduce -54.2% 46,134 $9.3M
Synergy Asset Management, LLC 0.34% New 46,118 $9.3M
Steward Partners Investment Advisory, LLC 0.05% Add +6.8% 44,999 $9.1M
Cornerstone Advisors, LLC 0.30% No change 44,800 $9.0M
Kinsale Capital Group, Inc. 1.61% Add +10.0% 43,735 $8.8M
Verition Fund Management LLC 0.05% Reduce -3.1% 43,321 $8.7M
Florida Trust Wealth Management Co 0.25% Add +0.8% 43,312 $8.7M
Vontobel Holding Ltd. 0.03% Reduce -4.5% 42,599 $8.6M
Stokes Capital Advisors, LLC 2.00% Add +2.0% 42,591 $8.6M
MML Investors Services, LLC 0.02% Add +4.2% 41,523 $8.4M
Sustainable Insight Capital Management, LLC 2.60% Add +111.5% 41,115 $8.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.3% 41,114 $8.3M
Vinva Investment Management Ltd 0.16% Add +54.5% 41,262 $8.3M
Avanza Fonder AB 0.21% Add +10.0% 39,722 $8.0M
Martingale Asset Management L P 0.20% Reduce -51.8% 39,664 $8.0M
Pacer Advisors, Inc. 0.02% Reduce -15.9% 39,595 $8.0M
UniSuper Management Pty Ltd 0.05% Add +21.4% 39,527 $8.0M
Illinois Municipal Retirement Fund 0.10% Add +0.1% 39,257 $7.9M
Dupont Capital Management Corp. 0.82% Reduce -20.2% 39,154 $7.9M
CX Institutional 0.24% Add +10.1% 39,110 $7.9M
Vestcor Inc 0.24% Reduce -0.2% 39,110 $7.9M
Builder Investment Group Inc. 1.77% No change 39,106 $7.9M
NewEdge Advisors, LLC 0.04% Add +23.1% 39,013 $7.9M
Siemens Fonds Invest GmbH 0.43% Add +8.3% 38,717 $7.8M
Onex Canada Asset Management Inc. 0.97% Reduce -0.9% 37,938 $7.6M
Aware Super Pty Ltd as trustee of Aware Super 0.10% No change 37,696 $7.6M
Ipswich Investment Management Co., Inc. 1.76% Add +16.1% 37,477 $7.6M
Huntington National Bank 0.06% Reduce -4.2% 37,369 $7.5M
Marks Group Wealth Management, Inc 0.70% Reduce -1.9% 37,237 $7.5M
Numerai GP LLC 1.06% Add +966.2% 37,220 $7.5M
Bennett Selby Investments LP 2.46% Reduce -0.1% 36,877 $7.4M
Bedrijfstakpensioenfonds Voor DE Media Pno 0.97% No change 43,000 $7.4M
Mizuho Securities USA LLC 0.15% Add +5.2% 35,807 $7.4M
Bell Asset Management Ltd 2.01% Reduce -3.3% 36,561 $7.4M
Cwm, LLC 0.02% Add +61.1% 36,505 $7.4M
Man Group plc 0.01% Reduce -66.1% 36,503 $7.4M
Bleakley Financial Group, LLC 0.16% Add +2.1% 35,028 $7.1M
Los Angeles Capital Management LLC 0.02% Add +4.8% 34,874 $7.0M
Lathrop Investment Management Co. 1.29% Reduce -1.8% 34,815 $7.0M
Canada Post Corp Registered Pension Plan 0.31% Add +120.4% 34,783 $7.0M
Franklin, Parlapiano, Turner & Welch, LLC 1.76% Reduce -0.9% 34,468 $6.9M
Aurdan Capital Management, LLC 2.19% Reduce -10.4% 34,108 $6.9M
Investment Management Corp of Ontario 0.10% Add +48.6% 33,742 $6.8M
ExodusPoint Capital Management, LP 0.10% Reduce -59.9% 33,685 $6.8M
Auxier Asset Management LLC 0.95% Reduce -0.4% 33,615 $6.8M
Oak Ridge Investments LLC 0.43% Reduce -0.1% 32,841 $6.6M
Intech Investment Management LLC 0.06% Reduce -37.9% 32,533 $6.6M
Brevan Howard Capital Management LP 0.09% Reduce -30.9% 31,508 $6.3M
Tower View Wealth Management LLC 3.24% Add +1.1% 31,053 $6.3M
Kentucky Retirement Systems 0.17% Reduce -1.9% 30,987 $6.2M
M&T Bank Corp 0.02% Reduce -21.8% 30,665 $6.2M
Advisors Asset Management, Inc. 0.10% Add +15.8% 30,078 $6.1M
Achmea Investment Management B.V. 0.08% Add +4.2% 29,967 $6.0M
Capitolis Liquid Global Markets LLC 0.05% New 29,800 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 26,703 $6.0M
Metis Global Partners, LLC 0.14% Reduce -4.6% 29,264 $5.9M
First Manhattan Co. Llc. 0.02% Add +3.2% 29,079 $5.9M
Hartford Investment Management Co. 0.18% Reduce -2.9% 28,889 $5.8M
Ieq Capital, LLC 0.02% Add +27.2% 28,770 $5.8M
Snowden Capital Advisors LLC 0.16% Add +1.7% 28,725 $5.8M
Synovus Financial Corp. 0.07% Add +1.0% 28,597 $5.8M
Hantz Financial Services, Inc. 0.09% Add +107.1% 28,394 $5.7M
Erste Asset Management GmbH 0.05% Reduce -93.4% 28,366 $5.7M
Empowered Funds, LLC 0.06% Add +113.7% 28,044 $5.7M
Parcion Private Wealth LLC 0.35% Add +0.5% 28,030 $5.6M
Crossmark Global Holdings, Inc. 0.08% Reduce -10.9% 27,984 $5.6M
Benjamin Edwards Inc. 0.06% Add +19.3% 27,875 $5.6M
SVB Wealth LLC 0.30% Reduce -11.5% 27,737 $5.6M
Hamilton Capital Partners Inc. 0.23% Add +19.6% 27,727 $5.6M
M&G PLC 0.03% No change 27,571 $5.6M
Horizon Investments, LLC 0.07% Add +59.8% 27,345 $5.5M
UMB Bank, n.a. 0.08% Reduce -41.9% 26,546 $5.3M
Norinchukin Bank, The 0.07% Add +2.1% 26,371 $5.3M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -39.4% 26,187 $5.3M
Elevation Point Wealth Partners, LLC 0.37% Add +4.9% 26,010 $5.2M
First National Bank of Mount Dora, Trust Investment Services 1.16% Add +52.5% 25,958 $5.2M
FineMark National Bank & Trust 0.17% Reduce -1.9% 25,866 $5.2M
Louisiana State Employees Retirement System 0.09% Reduce -0.8% 25,800 $5.2M
Aviso Financial Inc. 0.21% Reduce -3.2% 25,714 $5.2M
Schaper Benz & Wise Investment Counsel Inc. 0.38% Reduce -0.8% 25,670 $5.2M
Capital International Ltd. 0.19% Add +3.1% 25,645 $5.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +18.0% 25,604 $5.2M
Bonness Enterprises Inc. 1.67% No change 25,300 $5.1M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.8% 24,654 $5.0M
Maryland State Retirement & Pension System 0.10% Add +2.6% 24,609 $5.0M
Zions Bancorporation, National Association 0.24% Reduce -24.4% 24,537 $4.9M
Harrington Investments, INC 2.45% Reduce -0.7% 24,376 $4.9M
Stonegate Investment Group, LLC 0.11% Add +0.6% 24,250 $4.9M
Lighthouse Investment Partners, LLC 0.18% New 24,245 $4.9M
Commerce Bank 0.03% Reduce -0.6% 23,846 $4.8M
Securian Asset Management, Inc. 0.13% Reduce -8.0% 23,743 $4.8M
Exencial Wealth Advisors, LLC 0.15% Add +2.2% 23,584 $4.8M
Te Ahumairangi Investment Management Ltd 0.79% Add +43.5% 23,107 $4.7M
Diversified Trust Co. 0.09% Reduce -4.7% 23,076 $4.7M
Cary Street Partners Financial LLC 0.12% Reduce -4.3% 23,038 $4.6M
ING Groep NV 0.03% Reduce -3.4% 23,022 $4.6M
Exchange Traded Concepts, LLC 0.04% Add +49.7% 22,966 $4.6M
NBT Bank, N.A. 0.30% Reduce -3.0% 23,099 $4.6M
QRG Capital Management, Inc. 0.06% Reduce -45.3% 22,801 $4.6M
Moneta Group Investment Advisors LLC 0.04% Add +4.5% 22,538 $4.5M
Merit Financial Group, LLC 0.04% Add +6.6% 22,536 $4.5M
Burling Wealth Partners, LLC 0.75% Add +2.5% 22,334 $4.5M
BNC Wealth Management, LLC 1.13% Reduce -0.5% 22,283 $4.5M
Keybank National Association 0.02% Reduce -0.7% 22,254 $4.5M
New Mexico Educational Retirement Board 0.14% Reduce -3.0% 22,241 $4.5M
Capital Planning Advisors, LLC 0.61% Reduce -20.3% 22,089 $4.5M
Sciencast Management LP 0.83% Add +21.9% 22,044 $4.4M
Occidental Asset Management, LLC 0.55% Add +4.0% 21,606 $4.4M
Mogy Joel R Investment Counsel Inc. 0.24% Reduce -3.3% 21,298 $4.3M
Larson Financial Group LLC 0.15% Add +14.5% 21,297 $4.3M
Phoenix Financial Ltd. 0.05% Reduce -51.7% 20,921 $4.2M
AIA Group Ltd 0.07% Reduce -7.0% 20,902 $4.2M
Mediolanum International Funds Ltd 0.04% Add +8.8% 21,022 $4.2M
E. Ohman J:or Asset Management AB 0.10% No change 20,837 $4.2M
JB Capital LLC 0.18% New 20,742 $4.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.45% Add +8.7% 20,596 $4.2M
Vident Advisory, LLC 0.04% Add +0.4% 20,578 $4.1M
Agf Management Ltd. 0.02% Add +11.2% 20,516 $4.1M
Conning Inc. 0.14% Add +7.6% 20,462 $4.1M
Brown, Lisle/Cummings, Inc. 1.05% Add +10.3% 20,347 $4.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -7.0% 20,193 $4.1M
AG2R La Mondiale Gestion D'actifs 0.21% No change 18,526 $4.1M
RBF Capital, LLC 0.19% No change 20,000 $4.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.23% Reduce -2.0% 19,928 $4.0M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -6.8% 19,853 $4.0M
Suncoast Equity Management 0.40% Reduce -1.3% 19,825 $4.0M
Bessemer Group Inc. 0.01% Add +5.3% 19,806 $4.0M
Meiji Yasuda Asset Management Co Ltd. 0.19% Add +298.8% 19,563 $3.9M
Lafayette Investments, Inc. 0.75% Reduce -0.8% 19,476 $3.9M
GAMCO Investors 0.04% No change 19,347 $3.9M
DRW Securities, LLC 0.20% Add +231.5% 19,051 $3.9M
Arax Advisory Partners 0.05% Add +1435.4% 18,993 $3.8M
Cyndeo Wealth Partners, LLC 0.21% Add +1.8% 18,958 $3.8M
World Investment Advisors 0.08% Add +0.0% 18,732 $3.8M
Ascent Group, LLC 0.13% Reduce -7.5% 18,646 $3.8M
Allstate Corp. 0.09% New 18,568 $3.7M
Brentview Investment Management LLC 1.68% Add +3.4% 18,307 $3.7M
Beacon Pointe Advisors, LLC 0.03% Add +30.4% 18,233 $3.7M
Essex LLC 0.66% Reduce -3.3% 18,030 $3.6M
Banque Cantonale Vaudoise 0.13% Reduce -2.7% 17,840 $3.6M
Evelyn Partners Investment Management LLP 0.10% No change 17,830 $3.6M
Sequoia Financial Advisors, LLC 0.02% Reduce -90.4% 17,787 $3.6M
OMERS ADMINISTRATION Corp 0.03% No change 17,660 $3.6M
Empirical Finance, LLC 0.17% Add +1.0% 17,417 $3.5M
Blue Trust, Inc. 0.04% Reduce -1.9% 17,364 $3.5M
Yacktman Asset Management 0.05% New 17,345 $3.5M
Becker Capital Management Inc. 0.10% Add +0.7% 17,324 $3.5M
New Vernon Investment Management LLC 3.24% No change 17,221 $3.5M
Peapack Gladstone Financial Corp. 0.05% Add +203.8% 17,210 $3.5M
Morton Community Bank 0.80% Add +5.8% 19,437 $3.5M
Park Avenue Securities LLC 0.03% Reduce -10.9% 17,177 $3.5M
Transcend Capital Advisors, LLC 0.24% Reduce -2.4% 17,112 $3.4M
UNIVEST FINANCIAL Corp 0.19% Add +125.3% 17,069 $3.4M
Tidal Investments LLC 0.01% Reduce -84.1% 17,043 $3.4M
Kestra Private Wealth Services, LLC 0.04% Add +29.9% 16,768 $3.4M
Plato Investment Management Ltd 0.23% No change 16,779 $3.4M
Bancreek Capital Management, LP 6.99% Reduce -7.5% 16,522 $3.3M
Tiaa Trust, National Association 0.01% Reduce -3.0% 16,441 $3.3M
Mechanics Bank Trust Department 0.46% Reduce -3.9% 16,413 $3.3M
Praxis Investment Management Inc. 0.20% Add +29.2% 16,320 $3.3M
Axxcess Wealth Management, LLC 0.07% Add +13.4% 16,231 $3.3M
Prosperity Consulting Group, LLC 0.16% Reduce -13.9% 16,134 $3.3M
Lombard Odier Asset Management (Switzerland) SA 0.15% Add +0.6% 16,014 $3.2M
Assenagon Asset Management S.A. 0.00% Reduce -98.0% 15,909 $3.2M
American Trust 0.27% Reduce -1.8% 15,852 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.3% 15,669 $3.2M
Caprock Group, LLC 0.08% — 15,341 $3.2M
OneDigital Investment Advisors LLC 0.03% Reduce -8.1% 15,639 $3.2M
1832 Asset Management L.P. 0.01% Add +8.8% 15,609 $3.1M
Jain Global LLC 0.04% Reduce -3.2% 15,539 $3.1M
Alerus Financial NA 0.16% Reduce -0.9% 15,388 $3.1M
Kintegral Advisory, LLC 0.26% Reduce -0.5% 15,349 $3.1M
Argent Trust Co 0.11% Reduce -23.7% 15,346 $3.1M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +0.8% 15,252 $3.1M
PFG Advisors 0.13% Add +6.0% 15,235 $3.1M
Heritage Trust Co 0.32% Add +0.9% 15,169 $3.1M
Kingsview Wealth Management, LLC 0.05% Add +0.6% 15,013 $3.0M
Lindenwold Advisors, INC 1.43% Add +0.4% 14,994 $3.0M
Private Trust Co. NA 0.26% Reduce -9.1% 14,716 $3.0M
Lecap Asset Management Ltd. 1.03% New 14,651 $3.0M
Strategic Investment Advisors / MI 0.26% Reduce -3.7% 14,422 $2.9M
Ossiam 0.04% Reduce -22.1% 14,323 $2.9M
Vise Technologies, Inc. 0.11% Reduce -22.4% 14,319 $2.9M
Cibc World Market Inc. 0.01% Add +94.1% 14,215 $2.9M
Concurrent Investment Advisors, LLC 0.05% Add +10.8% 14,180 $2.9M
Machina Capital S.A.S. 0.50% New 14,140 $2.8M
NJ State Employees Deferred Compensation Plan 0.31% No change 14,100 $2.8M
Union Heritage Capital, LLC 0.92% No change 14,064 $2.8M
Abc Arbitrage SA 0.28% New 14,062 $2.8M
HB Wealth Management, LLC 0.02% Reduce -0.6% 14,021 $2.8M
Polymer Capital Management (US) LLC 0.37% Add +205.1% 13,992 $2.8M
Quadrant Capital Group LLC 0.09% Reduce -17.3% 13,810 $2.8M
Accurate Wealth Management, LLC 0.37% Reduce -3.5% 13,427 $2.8M
Icon Wealth Advisors, LLC 0.19% Reduce -1.4% 13,708 $2.8M
Freestone Capital Holdings, LLC 0.08% Add +0.3% 13,680 $2.8M
Landscape Capital Management, L.L.C. 0.17% Add +150.1% 13,668 $2.8M
Composition Wealth, LLC 0.04% Add +1.6% 13,638 $2.7M
CI Investments Inc. 0.01% Reduce -74.1% 13,551 $2.7M
Summit Trail Advisors, LLC 0.04% Add +28.5% 13,471 $2.7M
Bouvel Investment Partners, LLC 0.83% Reduce -1.6% 13,425 $2.7M
Perigon Wealth Management, LLC 0.06% Reduce -12.8% 13,380 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -5.3% 13,343 $2.7M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -95.6% 13,340 $2.7M
Vectors Research Management, LLC 0.84% Add +1.2% 13,271 $2.7M
Mufg Securities Americas Inc. 0.17% Add +21.4% 13,257 $2.7M
BLI - Banque de Luxembourg Investments 0.08% Reduce -19.5% 13,200 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -3.2% 12,988 $2.6M
Choreo, LLC 0.03% Reduce -12.7% 12,856 $2.6M
Coldstream Capital Management Inc. 0.03% Reduce -5.6% 12,834 $2.6M
Kimelman & Baird, LLC 0.20% No change 12,795 $2.6M
Nomura Holdings Inc. 0.01% Add +361.7% 12,647 $2.5M
Prospera Financial Services Inc 0.04% Add +53.6% 12,543 $2.5M
River Wealth Advisors LLC 0.29% Reduce -1.4% 12,418 $2.5M
South Dakota Investment Council 0.05% Reduce -15.7% 12,352 $2.5M
Moody National Bank Trust Division 0.21% Add +0.6% 12,218 $2.5M
Shelton Capital Management 0.05% Add +87.8% 12,182 $2.5M
Bowen Hanes & Co. Inc. 0.06% Reduce -91.0% 12,161 $2.5M
Brighton Jones LLC 0.06% Add +18.9% 12,119 $2.4M
Delta Global Management LP 0.18% New 12,111 $2.4M
Rockland Trust Co. 0.10% Add +801.6% 12,073 $2.4M
NewEdge Wealth, LLC 0.03% Reduce -19.3% 13,620 $2.4M
Private Advisor Group, LLC 0.01% Reduce -2.9% 12,026 $2.4M
Value Partners Investments Inc. 0.20% Add +0.3% 11,945 $2.4M
Signaturefd, LLC 0.04% Add +18.1% 11,921 $2.4M
Fiduciary Trust Co 0.03% Reduce -7.9% 11,903 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.7% 11,889 $2.4M
Howland Capital Management LLC 0.09% Add +0.1% 11,694 $2.4M
Pinebridge Investments, L.P. 0.02% Reduce -51.0% 11,685 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -1.9% 11,664 $2.4M
HBK Sorce Advisory LLC 0.06% Add +3.4% 11,431 $2.3M
Financial Engines Advisors L.L.C. 0.00% Add +1.8% 11,524 $2.3M
Bokf, NA 0.03% Add +5.1% 11,477 $2.3M
FORA Capital, LLC 0.41% Add +552.6% 11,447 $2.3M
Summit Global Investments 0.13% Reduce -38.8% 11,425 $2.3M
Cresset Asset Management, LLC 0.01% Add +13.3% 11,269 $2.3M
Wolverine Trading, LLC 0.04% Add +928.6% 11,150 $2.2M
Ostrum Asset Management 0.10% Add +93.3% 11,032 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +99.1% 12,047 $2.2M
Summit Financial, LLC 0.03% Reduce -14.2% 10,845 $2.2M
Louisbourg Investments Inc. 0.47% Add +170.0% 14,794 $2.2M
Jefferies Financial Group Inc. 0.02% New 10,725 $2.2M
Walleye Trading LLC 0.03% Add +181.9% 10,677 $2.2M
HighPoint Advisor Group LLC 0.10% Add +5.5% 10,659 $2.1M
Hills Bank & Trust Co 0.12% Reduce -1.7% 10,490 $2.1M
V-Square Quantitative Management LLC 0.36% Add +5.8% 10,456 $2.1M
Sageworth Trust Co 0.10% New 10,405 $2.1M
Ritholtz Wealth Management 0.04% Reduce -2.6% 10,356 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -70.6% 10,302 $2.1M
Donaldson Capital Management, LLC 0.07% Reduce -95.9% 10,294 $2.1M
Twinbeech Capital LP 0.08% Reduce -86.6% 10,261 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -1.6% 10,210 $2.1M
Pinnacle Associates Ltd. 0.03% Add +3.1% 10,199 $2.1M
Ashton Thomas Private Wealth, LLC 0.05% Add +28.0% 10,181 $2.1M
Founders Financial Securities LLC 0.14% Add +174.6% 10,146 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -0.1% 10,138 $2.0M
Cohen Klingenstein LLC 0.06% No change 10,000 $2.0M
Wealthcare Advisory Partners LLC 0.04% Add +0.7% 9,996 $2.0M
Hilltop Holdings Inc. 0.11% Add +6.1% 9,983 $2.0M
Wealth Alliance, LLC 0.20% Add +7.8% 9,882 $2.0M
Citizens Financial Group Inc. 0.03% Add +26.8% 9,881 $2.0M
Courier Capital LLC 0.11% Add +0.2% 9,873 $2.0M
Kepler Cheuvreux (Suisse) SA 0.11% — 9,834 $2.0M
Meeder Advisory Services, Inc. 0.09% Add +2.5% 9,532 $1.9M
Palouse Capital Management, Inc. 1.24% New 9,525 $1.9M
Bryn Mawr Trust Advisors, LLC 0.09% Add +47.9% 9,477 $1.9M
Jones Financial Companies LLLP 0.00% Add +11.7% 9,540 $1.9M
Balyasny Asset Management L.P. 0.00% Add +100.7% 9,406 $1.9M
Ballentine Partners, LLC 0.03% Reduce -4.8% 9,380 $1.9M
Regions Financial Corp. 0.01% Reduce -4.4% 9,236 $1.9M
Front Row Advisors LLC 0.63% No change 9,232 $1.9M
Clearstead Advisors, LLC 0.03% Add +13.1% 9,144 $1.8M
Tema ETFs LLC 0.15% New 9,141 $1.8M
RMR Wealth Builders 0.15% Reduce -4.0% 9,060 $1.8M
Spire Wealth Management 0.06% Add +185.8% 9,001 $1.8M
Syon Capital LLC 0.10% Add +6.5% 8,985 $1.8M
Tealwood Asset Management Inc. 0.72% Reduce -4.1% 8,887 $1.8M
Greenleaf Trust 0.02% Reduce -7.1% 8,835 $1.8M
IAM Advisory, LLC 0.40% Add +2.7% 8,834 $1.8M
Fulton Breakefield Broenniman LLC 0.12% Reduce -86.6% 8,832 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -0.3% 8,804 $1.8M
Belpointe Asset Management LLC 0.07% Add +85.1% 8,674 $1.7M
MASTERINVEST Kapitalanlage GmbH 0.17% Reduce -3.9% 8,641 $1.7M
Brass Tax Wealth Management, Inc. 0.29% Add +0.1% 8,588 $1.7M
Impact Capital Partners LLC 0.52% Add +2.6% 8,585 $1.7M
Mission Wealth Management, LP 0.04% Reduce -1.1% 8,559 $1.7M
Smartleaf Asset Management LLC 0.11% Add +34.0% 8,560 $1.7M
PICTET BANK & TRUST Ltd 2.03% No change 8,395 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +2.2% 8,383 $1.7M
Aerodigm Wealth, LLC 0.71% Reduce -12.8% 8,349 $1.7M
Pensionfund Sabic 0.46% No change 8,300 $1.7M
First Citizens Bank & Trust Co. 0.04% Reduce -24.3% 8,276 $1.7M
Princeton Global Asset Management LLC 0.28% Reduce -13.8% 8,230 $1.7M
MAI Capital Management 0.01% Add +0.1% 8,227 $1.7M
Dumont & Blake Investment Advisors LLC 0.40% Reduce -0.7% 8,189 $1.7M
Dover Advisors, LLC 0.66% Add +163.8% 8,183 $1.6M
Sumitomo Life Insurance Co. 0.05% Reduce -38.3% 8,161 $1.6M
Westerkirk Capital Inc. 0.19% No change 8,110 $1.6M
Bayview Asset Management, LLC 1.25% New 8,100 $1.6M
Evercore Wealth Management, LLC 0.02% Reduce -0.1% 8,089 $1.6M
AlphaQuest LLC 0.11% Add +106.7% 8,086 $1.6M
Principal Securities, Inc. 0.03% Add +3.3% 8,006 $1.6M
Neo Ivy Capital Management 0.39% Add +126.1% 7,936 $1.6M
Sompo Asset Management Co., Ltd. 0.27% Reduce -19.5% 7,920 $1.6M
Chatham Capital Group, Inc. 0.23% Reduce -12.8% 7,853 $1.6M
LS Investment Advisors, LLC 0.22% No change 7,749 $1.6M
Lantz Financial LLC 0.35% Reduce -0.2% 7,738 $1.6M
Capital Asset Advisory Services LLC 0.07% Add +44.2% 7,693 $1.6M
Ledyard National Bank 0.14% Reduce -1.9% 7,685 $1.5M
TD Private Client Wealth LLC 0.03% Add +14.6% 7,668 $1.5M
Occudo Quantitative Strategies LP 0.19% New 7,565 $1.5M
Advisory Services Network, LLC 0.02% Reduce -12.8% 7,544 $1.5M
NorthRock Partners, LLC 0.03% Add +30.1% 7,510 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -59.1% 7,472 $1.5M
Savant Capital, LLC 0.01% Reduce -12.8% 7,408 $1.5M
Dynasty Wealth Management, LLC 0.02% Reduce -48.7% 7,374 $1.5M
Arkadios Wealth Advisors 0.04% Add +43.8% 7,347 $1.5M
IFP Advisors, Inc 0.04% Add +6.2% 7,332 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Reduce -2.2% 7,330 $1.5M
NorthStar Asset Management LLC 0.70% Add +3.1% 7,301 $1.5M
TCTC Holdings, LLC 0.04% No change 7,247 $1.5M
S-Bank Fund Management Ltd 0.19% Reduce -1.3% 7,202 $1.5M
Wedmont Private Capital 0.05% Reduce -9.5% 7,003 $1.4M
Gries Financial LLC 0.23% Add +6.8% 7,066 $1.4M
Souders Financial Advisors 0.17% Reduce -6.1% 7,060 $1.4M
McAdam, LLC 0.07% Reduce -16.8% 7,010 $1.4M
Journey Strategic Wealth LLC 0.04% Reduce -1.1% 6,957 $1.4M
Welch & Forbes LLC 0.02% Reduce -6.4% 6,937 $1.4M
Voleon Capital Management LP 0.03% Reduce -6.1% 6,936 $1.4M
RCS Financial Planning, LLC 0.62% Reduce -0.0% 6,903 $1.4M
Rwa Wealth Partners, LLC 0.02% Reduce -15.7% 6,886 $1.4M
US Asset Management LLC 1.13% No change 6,847 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -33.1% 6,823 $1.4M
Dark Forest Capital Management LP 0.05% New 6,802 $1.4M
Relyea Zuckerberg Hanson LLC 0.14% Reduce -9.0% 6,740 $1.4M
Citizens & Northern Corp. 0.34% Add +0.3% 6,728 $1.4M
Profund Advisors LLC 0.04% Add +9.7% 6,727 $1.4M
Beverly Hills Private Wealth, LLC 0.24% Reduce -3.3% 6,719 $1.4M
Boyd Watterson Asset Management LLC 0.40% Add +1.0% 6,711 $1.4M
Venture Visionary Partners LLC 0.05% Add +0.3% 6,708 $1.4M
Simplicity Wealth,LLC 0.08% Reduce -51.2% 6,655 $1.3M
Farther Finance Advisors, LLC 0.02% Add +54.8% 6,653 $1.3M
Stance Capital LLC 0.49% Add +10.6% 6,622 $1.3M
Smithfield Trust Co 0.06% No change 6,619 $1.3M
United Bank 0.46% Add +2.9% 6,512 $1.3M
Equitable Trust Co. 0.06% New 6,478 $1.3M
Norway Savings Bank 0.63% Reduce -6.7% 6,434 $1.3M
Douglas Lane & Associates, LLC 0.02% Reduce -6.2% 6,360 $1.3M
Shell Asset Management Co. 0.13% Reduce -26.7% 6,290 $1.3M
AE Wealth Management LLC 0.01% Add +58.2% 6,262 $1.3M
Annandale Capital, LLC 0.22% Add +35.6% 6,239 $1.3M
GAMMA Investing LLC 0.07% Reduce -5.3% 6,228 $1.3M
Wimmer Associates 1, LLC 0.60% No change 6,208 $1.3M
Exchange Bank 0.86% No change 6,164 $1.2M
GC Wealth Management RIA, LLC 0.04% Add +63.7% 6,153 $1.2M
Fifth Third Wealth Advisors LLC 0.05% Reduce -2.6% 6,100 $1.2M
Mgo One Seven LLC 0.03% Add +59.9% 6,076 $1.2M
EntryPoint Capital, LLC 0.47% Add +182.4% 6,067 $1.2M
Graybill Wealth Management, LTD. 0.38% No change 6,053 $1.2M
Thompson Siegel & Walmsley LLC 0.02% No change 6,049 $1.2M
Chesley Taft & Associates LLC 0.05% Reduce -1.3% 6,041 $1.2M
R Squared Ltd 0.52% Add +7.1% 6,034 $1.2M
Concord Asset Management, LLC 0.22% No change 6,033 $1.2M
Concord Wealth Partners 0.17% No change 6,033 $1.2M
EverSource Wealth Advisors, LLC 0.05% Add +2.3% 6,020 $1.2M
Fidelis Capital Partners, LLC 0.09% Reduce -4.5% 5,933 $1.2M
LMCG Investments, LLC 0.07% Reduce -2.8% 5,928 $1.2M
Parallel Advisors, LLC 0.02% Reduce -13.6% 5,899 $1.2M
Verdence Capital Advisors LLC 0.07% Add +298.1% 6,329 $1.2M
CSM Advisors, LLC 0.03% New 5,864 $1.2M
West Family Investments, Inc. 0.26% Reduce -0.4% 5,834 $1.2M
XTX Topco Ltd 0.06% New 5,814 $1.2M
Bridgefront Capital, LLC 0.34% New 5,763 $1.2M
Brooklyn Investment Group 0.16% Reduce -4.9% 5,340 $1.2M
Lester Murray Antman dba SimplyRich 0.31% Reduce -2.1% 5,745 $1.2M
Elmwood Wealth Management, Inc. 0.41% No change 5,723 $1.2M
DF Dent & Co. Inc. 0.01% Reduce -9.3% 5,690 $1.1M
Trust Asset Management LLC 0.08% No change 5,662 $1.1M
Commerzbank Aktiengesellschaft 0.02% Reduce -76.9% 5,659 $1.1M
Baker Ellis Asset Management LLC 0.14% Add +48.3% 5,618 $1.1M
Sagespring Wealth Partners, LLC 0.02% Reduce -3.6% 5,595 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Reduce -2.1% 5,591 $1.1M
West Paces Advisors Inc. 0.22% Add +1.7% 5,554 $1.1M
Center For Asset Management LLC 0.60% Add +1.7% 5,552 $1.1M
AA Financial Advisors, LLC 0.22% Add +1.9% 5,549 $1.1M
Virtu Financial LLC 0.06% Reduce -48.3% 5,533 $1.1M
Neville Rodie & Shaw Inc. 0.08% No change 5,530 $1.1M
Ironwood Investment Counsel, LLC 0.16% Reduce -6.8% 5,496 $1.1M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -3.0% 5,492 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -5.0% 5,473 $1.1M
Trexquant Investment LP 0.01% Reduce -95.5% 5,452 $1.1M
Fiduciary Family Office, LLC 0.30% Add +26.3% 5,302 $1.1M
Integrity Alliance, Llc. 0.05% Reduce -2.3% 5,301 $1.1M
Prosperity Financial Group, Inc. 0.39% Reduce -9.7% 5,298 $1.1M
Nilsine Partners, LLC 0.10% Add +32.1% 5,291 $1.1M
Smith Salley Wealth Management 0.05% Add +58.4% 5,284 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -18.5% 5,249 $1.1M
Banco Santander, S.A. 0.01% Reduce -31.8% 5,247 $1.1M
Legacy Capital Wealth Partners, LLC 0.23% Add +33.5% 5,244 $1.1M
Stephens Inc. 0.01% Add +32.8% 5,221 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -3.8% 5,196 $1.0M
Kathmere Capital Management, LLC 0.07% Reduce -8.8% 5,188 $1.0M
Allworth Financial LP 0.00% Add +10.3% 5,134 $1.0M
Broadway Wealth Solutions, Inc. 0.58% No change 5,133 $1.0M
Hamilton Point Investment Advisors, LLC 0.16% Add +0.9% 5,126 $1.0M
JGP Wealth Management, LLC 0.11% Add +2.5% 5,160 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.50% No change 5,091 $1.0M
Federated Hermes, Inc. 0.00% Reduce -62.5% 5,065 $1.0M
SkyView Investment Advisors, LLC 0.13% Reduce -0.9% 5,060 $1.0M
Rakuten Investment Management, Inc. 0.00% — 2,987 $1.0M
Integrated Advisors Network LLC 0.04% Reduce -7.3% 5,043 $1.0M
Oppenheimer & Co. Inc. 0.01% Reduce -15.5% 5,015 $1.0M
Leavell Investment Management, Inc. 0.04% Add +0.4% 5,004 $1.0M
Truefg, LLC 0.28% No change 5,000 $1.0M
Perbak Capital Partners LLP 0.18% New 4,996 $1.0M
Global Retirement Partners, LLC 0.02% Add +2.5% 4,987 $1.0M
Access Financial Services, Inc. 0.36% Reduce -29.3% 4,986 $1.0M
Fullcircle Wealth LLC 0.35% Add +3.4% 5,557 $1.0M
Taikang Asset Management (Hong Kong) Co Ltd 0.11% New 4,965 $1.0M
HM Payson & Co. 0.01% Add +0.1% 4,950 $998K
Quadcap Wealth Management, LLC 0.12% Reduce -0.6% 4,935 $995K
Chilton Investment Co. Inc. 0.02% Add +52.3% 4,934 $994K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +6.5% 4,915 $991K
Texas Capital Bank Wealth Management Services Inc 0.08% Add +4.6% 4,886 $985K
Wbi Investments, LLC 0.25% New 4,882 $984K
Parsonex Advisory Services, Inc. 0.67% Add +0.8% 4,874 $982K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.4% 4,848 $977K
Canandaigua National Bank & Trust Co. 0.09% Reduce -0.1% 4,838 $975K
Diversify Advisory Services, LLC 0.03% Reduce -14.7% 5,457 $967K
Cary Street Partners Investment Advisory LLC 0.40% Add +22.2% 4,783 $964K
Independent Advisor Alliance 0.03% Reduce -2.7% 4,776 $963K
Cigna Investments Inc. 0.14% Reduce -1.9% 4,764 $960K
Fjell Capital, LLC 0.84% Add +1.6% 4,755 $958K
First National Trust Co 0.03% Reduce -34.7% 4,711 $949K
Capital Group Investment Management Pte. LTD. 0.16% No change 4,706 $948K
Beck Bode, LLC 0.15% Reduce -0.3% 4,689 $945K
Cascade Financial Partners, LLC 0.11% No change 4,676 $942K
Atlantic Union Bankshares Corp 0.02% Add +7.2% 4,672 $942K
Waverly Advisors, LLC 0.01% Add +15.8% 4,651 $937K
Murphy Pohlad Asset Management LLC 0.37% No change 4,645 $936K
Quadrant Private Wealth Management, LLC 0.17% Add +1.9% 4,645 $936K
Bar Harbor Wealth Management 0.06% Reduce -5.8% 4,621 $931K
Ausdal Financial Partners, Inc. 0.05% Add +24.7% 4,607 $928K
Venturi Wealth Management, LLC 0.04% Reduce -36.4% 4,606 $928K
Bridgewater Advisors Inc. 0.06% Add +0.9% 5,194 $916K
Boltwood Capital Management 0.24% Reduce -0.9% 4,527 $912K
Midwest Trust Co 0.01% Add +12.5% 4,517 $910K
D.A. Davidson & Co. 0.01% Add +1.2% 4,514 $910K
AlphaCore Capital LLC 0.03% Reduce -12.1% 4,494 $906K
TBH Global Asset Management, LLC 0.18% Add +28.3% 4,491 $905K
Rossby Financial, LCC 0.30% Add +8.2% 4,489 $904K
Sowell Financial Services LLC 0.03% Reduce -4.2% 4,473 $901K
Pitcairn Co. 0.07% Reduce -56.7% 4,435 $894K
BAM Wealth Management, LLC 0.69% — 4,428 $892K
Connecticut Wealth Management, LLC 0.04% Reduce -3.6% 4,385 $884K
Longfellow Investment Management Co. LLC 0.21% Add +25652.9% 4,378 $882K
TOWER TRUST & INVESTMENT Co 0.59% Reduce -0.6% 4,313 $869K
Ceeto Capital Group, LLC 0.25% No change 4,300 $867K
Trust Co. of Toledo NA 0.09% Reduce -2.0% 4,296 $866K
Western Wealth Management, LLC 0.05% Reduce -1.9% 4,291 $865K
Forum Financial Management, LP 0.01% Add +19.1% 4,278 $862K
LGT Fund Management Co Ltd. 0.07% Add +20.0% 4,264 $858K
KG Capital Management 0.23% New 4,239 $854K
Marshall Financial Group, LLC 0.17% Add +7.3% 4,231 $853K
GM Advisory Group, LLC 0.04% Reduce -0.8% 4,178 $842K
PDS Planning, Inc 0.06% Reduce -11.1% 4,171 $841K
Mattern Capital Management, LLC 0.10% Add +26.1% 4,164 $839K
MassMutual Private Wealth & Trust, FSB 0.02% Add +1.0% 4,160 $838K
PUREfi Wealth, LLC 0.64% Add +6.4% 4,155 $837K
Integrated Wealth Concepts LLC 0.01% Add +30.4% 4,148 $836K
Mutual Advisors, LLC 0.02% Add +20.0% 4,425 $832K
Generali Investments CEE, investicni spolecnost, a.s. 0.06% Reduce -18.4% 4,127 $832K
Bayesian Capital Management, LP 0.17% New 4,100 $826K
Bison Wealth, LLC 0.08% Reduce -8.1% 4,487 $821K
Wingate Wealth Advisors, Inc. 0.56% Add +0.5% 4,040 $814K
Mma Asset Management LLC 0.27% Add +2.9% 4,013 $809K
James Hambro & Partners LLP 0.03% Add +70.0% 3,953 $797K
Novem Group 0.09% Add +5.0% 3,952 $796K
Sfmg, LLC 0.06% Reduce -0.0% 3,951 $796K
VeraBank, N.A. 0.15% Reduce -4.8% 3,945 $795K
Coastal Bridge Advisors, LLC 0.06% Reduce -3.7% 3,938 $794K
Essex Investment Management Co. LLC 0.12% No change 3,933 $793K
Kondo Wealth Advisors, Inc. 0.32% Reduce -1.1% 3,931 $792K
Caldwell Trust Co 0.07% Add +8.6% 3,927 $791K
AMG National Trust Bank 0.02% Reduce -3.6% 3,919 $790K
TrueMark Investments, LLC 0.14% Add +111.2% 3,912 $788K
Parisi Gray Wealth Management 0.20% No change 3,882 $782K
Legacy Advisors, LLC 0.10% — 3,851 $776K
Swmg, LLC 0.23% Add +34.9% 4,114 $774K
Aries Wealth Management 0.18% Reduce -0.1% 3,833 $772K
Matauro, LLC 0.12% Reduce -19.6% 3,808 $767K
Howard Capital Management, LLC 0.01% Add +2.8% 3,793 $764K
Equitable Holdings, Inc. 0.01% Add +8.3% 3,786 $763K
Level Four Advisory Services, LLC 0.03% Add +8.6% 3,783 $762K
Sage Mountain Advisors LLC 0.04% Reduce -13.2% 3,773 $760K
Quotient Wealth Partners, LLC 0.02% Add +11.5% 3,763 $758K
Matthew Goff Investment Advisor, LLC 0.13% No change 3,761 $758K
Net Worth Advisory Group 0.22% Reduce -2.3% 3,756 $757K
Aaron Wealth Advisors LLC 0.05% Add +15.5% 3,718 $749K
Allred Capital Management, LLC 0.26% Reduce -0.8% 3,710 $748K
Qtron Investments LLC 0.09% Reduce -58.2% 3,706 $747K
Pallas Capital Advisors LLC 0.03% Add +54.3% 3,679 $741K
Shira Ridge Wealth Management 0.31% Add +0.1% 3,669 $739K
Weiss Asset Management LP 0.01% New 3,658 $737K
Manchester Capital Management LLC 0.10% Reduce -24.9% 3,657 $737K
Ashton Thomas Securities, LLC 0.10% Add +1.8% 3,663 $736K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -4.3% 3,640 $733K
Empower Advisory Group, LLC 0.00% Reduce -1.6% 3,639 $733K
Advance Capital Management, Inc. 0.03% Reduce -17.4% 3,638 $733K
Legacy Wealth Asset Management, LLC 0.18% Reduce -31.6% 3,631 $732K
Nicolet Advisory Services, LLC 0.06% Add +22.8% 3,587 $731K
Westpac Banking Corp. 0.05% No change 3,614 $728K
Compound Planning, Inc. 0.02% Add +12.8% 3,610 $728K
Nicolet Bankshares Inc. 0.12% Reduce -2.9% 3,605 $727K
Contravisory Investment Management, Inc. 0.14% Reduce -0.8% 3,603 $726K
Thrive Wealth Management, LLC 0.11% Add +11.9% 3,601 $726K
Vista Investment Partners LLC 0.20% No change 3,600 $726K
Essex Financial Services, Inc. 0.04% Reduce -44.6% 3,574 $720K
Delta Investment Management, LLC 0.13% Add +17.3% 3,503 $706K
Noesis Capital Mangement Corp. 0.11% No change 3,500 $705K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.6% 3,462 $698K
Strategic Blueprint, LLC 0.03% Add +1.0% 3,453 $696K
Turtle Creek Wealth Advisors, LLC 0.06% Add +62.9% 3,402 $686K
NorthCrest Asset Manangement, LLC 0.02% Add +76.4% 3,339 $681K
Buckley Wealth Management, LLC 0.19% Reduce -3.0% 3,375 $680K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 3,334 $672K
Fulton Bank, N.A. 0.02% Reduce -3.7% 3,270 $659K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.4% 3,259 $657K
Schear Investment Advisers, LLC 0.29% Reduce -2.0% 3,256 $656K
Kohmann Bosshard Financial Services, LLC 0.07% No change 3,244 $654K
Waller Financial Planning Group, Inc. 0.15% Add +0.4% 3,239 $653K
Parvin Asset Management, LLC 0.58% No change 3,230 $651K
Gateway Investment Advisers LLC 0.01% Add +3.1% 3,222 $649K
Permanent Capital Management, LP 0.12% — 3,220 $649K
Gryphon Financial Partners LLC 0.07% Add +7.3% 3,204 $646K
Duncker Streett & Co. Inc. 0.11% No change 3,200 $645K
Faithward Advisors, LLC 0.10% Add +14.0% 3,182 $641K
Portland Global Advisors LLC 0.07% No change 3,165 $638K
Rodgers Brothers Inc. 0.08% No change 3,150 $635K
Defined Wealth Management, LLC 0.37% Reduce -1.7% 3,147 $634K
Missouri Trust & Investment Co 0.19% Reduce -3.5% 3,140 $633K
Frank, Rimerman Advisors LLC 0.04% Reduce -7.6% 3,137 $632K
Coign Capital Advisors LLC 0.34% Add +12.0% 3,102 $625K
Vicus Capital 0.05% Add +1.4% 3,092 $623K
White Pine Investment CO 0.15% Reduce -4.6% 3,093 $623K
CWA Asset Management Group, LLC 0.02% Reduce -14.5% 3,088 $622K
Leonteq Securities AG 0.03% Add +233.1% 3,088 $622K
Bill Few Associates, Inc. 0.16% Reduce -1.6% 3,085 $622K
44 Wealth Management LLC 0.21% Add +12.1% 3,082 $621K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,286 $618K
Spirepoint Private Client, LLC 0.06% Add +9.4% 3,063 $617K
SOL Capital Management CO 0.05% No change 3,030 $611K
North Star Asset Management Inc. 0.02% No change 3,030 $611K
Regency Capital Management Inc.\DE 0.29% Reduce -37.5% 3,008 $606K
Avalon Trust Co 0.04% Add +8.2% 2,936 $592K
RiverFront Investment Group, LLC 0.01% New 2,929 $590K
Cadinha & Co. LLC 0.08% Reduce -96.5% 2,925 $589K
Wela Strategies, Inc. 0.22% Add +17.5% 2,915 $587K
Moors & Cabot, Inc. 0.03% Reduce -0.8% 2,893 $583K
Strid Group, LLC 0.07% No change 2,873 $579K
Kearns & Associates LLC 0.31% No change 2,860 $576K
Archvest Wealth Advisors, Inc. 0.51% Add +0.1% 2,843 $573K
Insigneo Advisory Services, LLC 0.04% Add +104.0% 2,837 $572K
Sterling Wealth Management, Inc. 0.17% Reduce -0.0% 2,817 $568K
Florida Financial Advisors, LLC 0.17% Reduce -10.3% 2,807 $566K
Meritas Wealth Management, LLC 0.28% No change 2,805 $565K
Trivium Point Advisory, LLC 0.06% Reduce -29.7% 2,799 $564K
Personal Cfo Solutions, LLC 0.10% Reduce -18.9% 2,779 $560K
Dakota Wealth Management 0.01% Reduce -9.4% 2,779 $560K
OmniStar Financial Group, Inc. 0.34% Reduce -56.2% 2,774 $559K
McRae Capital Management Inc. 0.11% Reduce -3.0% 2,764 $557K
SOA Wealth Advisors, LLC. 0.09% Add +1.4% 2,761 $557K
Baker Tilly Wealth Management, LLC 0.13% New 2,758 $556K
Bryce Point Capital, LLC 0.67% New 2,730 $550K
Penserra Capital Management LLC 0.01% Add +1.1% 2,736 $550K
PGIM Custom Harvest LLC 0.01% Reduce -2.7% 2,725 $549K
Advyzon Investment Management, LLC 0.09% Add +8.8% 2,710 $546K
Chesapeake Asset Management LLC 0.48% Reduce -1.5% 2,705 $545K
Fulcrum Asset Management LLP 0.15% Reduce -2.7% 2,667 $537K
Northstar Advisory Group, LLC 0.22% New 2,665 $537K
Csenge Advisory Group 0.03% Reduce -40.0% 2,657 $535K
Avestar Capital, LLC 0.04% Reduce -26.3% 2,653 $535K
Nvest Financial, LLC 0.31% New 2,649 $534K
Capital Advisors Inc. 0.01% Reduce -0.7% 2,649 $534K
Pure Financial Advisors, LLC 0.01% Reduce -10.8% 2,644 $533K
Meiji Yasuda Life Insurance Co 0.02% New 2,639 $532K
GTS Securities LLC 0.02% Add +80.4% 2,637 $531K
Mayflower Financial Advisors, LLC 0.07% Add +4.7% 2,628 $530K
Evergreen Capital Management LLC 0.01% Add +35.2% 2,622 $528K
Boston Research & Management Inc. 0.12% No change 2,620 $528K
Fogel Capital Management, Inc. 0.24% No change 2,614 $527K
Quadrature Capital Ltd 0.01% New 2,597 $523K
C2C Wealth Management, LLC 0.45% No change 2,580 $520K
Premier Path Wealth Partners, LLC 0.07% Reduce -8.7% 2,550 $514K
Sigma Planning Corp 0.01% Reduce -0.7% 2,511 $506K
Warther Private Wealth, LLC 0.12% Reduce -5.7% 2,500 $504K
Broderick Brian C 0.10% No change 2,500 $504K
Element Capital Management LLC 0.71% New 2,498 $503K
ARS Investment Partners, LLC 0.03% No change 2,478 $499K
Montag A & Associates Inc. 0.02% No change 2,475 $499K
LGT Group Foundation 0.01% No change 2,473 $498K
Groupama Asset Managment 0.01% Reduce -8.7% 2,469 $498K
Spectrum Wealth Advisory Group, LLC 0.20% Reduce -0.0% 2,457 $495K
Patrick M Sweeney & Associates, Inc. 0.32% Add +1.5% 2,449 $493K
Penobscot Investment Management Company, Inc. 0.04% Add +11.4% 2,442 $492K
Capstone Investment Advisors, LLC 0.01% Add +21.6% 2,437 $491K
Aberdeen Wealth Management LLC 0.31% No change 2,436 $491K
Genesee Capital Advisors, LLC 0.21% Reduce -37.0% 2,433 $490K
Advisors Capital Management, LLC 0.01% Add +7.3% 2,416 $487K
Jackson Thornton Wealth Management, LLC 0.05% New 2,358 $483K
Eastern Bank 0.01% Add +12.7% 2,395 $483K
Evernest Financial Advisors, LLC 0.13% Reduce -5.8% 2,365 $477K
Powell Investment Advisors, LLC 0.17% No change 2,359 $475K
Soltis Investment Advisors LLC 0.03% Add +65.8% 2,351 $474K
Trust Point Inc. 0.04% Add +18.8% 2,348 $473K
AdvisorShares Investments LLC 0.08% New 2,340 $472K
JARISLOWSKY, FRASER Ltd 0.00% No change 2,323 $468K
Evoke Wealth, LLC 0.01% Add +27.6% 2,310 $466K
IHT Wealth Management, LLC 0.01% Add +2.6% 2,309 $465K
L2 Asset Management, LLC 0.07% Add +4.6% 2,308 $465K
Ellevest, Inc. 0.07% Reduce -27.7% 2,299 $463K
Gsa Capital Partners LLP 0.04% Reduce -4.5% 2,289 $461K
Ridgewood Investments LLC 0.19% Add +1083.4% 2,284 $460K
Alta Advisers Ltd 0.14% No change 2,278 $459K
Andina Capital Management, LLC 0.26% Add +9.0% 2,272 $458K
Eads & Heald Wealth Management 0.22% Reduce -5.1% 2,263 $456K
Intellus Advisors LLC 0.06% No change 2,241 $452K
Reliant Investment Management, LLC 0.17% Reduce -7.3% 2,236 $451K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -12.5% 2,233 $450K
Clarkston Capital Partners, LLC 0.01% No change 2,225 $448K
Procyon Advisors, LLC 0.03% Add +3.0% 2,223 $448K
Fielder Capital Group LLC 0.10% Add +0.5% 2,218 $447K
Blueshift Asset Management, LLC 0.14% Reduce -1.6% 2,212 $446K
GAM Holding AG 0.03% New 2,212 $446K
Cornerstone Advisory, LLC 0.04% Add +7.1% 2,208 $445K
Avalon Capital Management 0.11% New 2,207 $445K
Aprio Wealth Management, LLC 0.04% Reduce -22.4% 2,182 $440K
Parsons Capital Management Inc. 0.02% No change 2,173 $438K
Cassaday & Co Wealth Management LLC 0.01% Add +0.5% 2,153 $434K
Foundations Investment Advisors, LLC 0.01% Reduce -48.9% 2,144 $432K
WestHill Financial Advisors, Inc. 0.08% No change 2,132 $430K
Childress Capital Advisors, LLC 0.08% Add +34.9% 2,127 $429K
Legacy Financial Advisors, Inc. 0.06% Add +4.4% 2,122 $428K
Rothschild Investment LLC 0.02% Add +22.2% 2,105 $424K
Smith & Howard Wealth Management, LLC 0.10% No change 2,100 $423K
Congress Asset Management Co. 0.00% No change 2,087 $421K
J.W. Cole Advisors, Inc. 0.01% Reduce -12.9% 2,059 $415K
Talisman Wealth Advisors LLC 0.34% No change 2,048 $413K
Waldron Private Wealth LLC 0.02% Add +25.8% 2,046 $412K
Stockman Wealth Management, Inc. 0.05% No change 2,045 $412K
Gladstone Institutional Advisory LLC 0.02% Add +9.2% 2,041 $411K
Kessler Investment Group, LLC 0.18% Reduce -0.1% 2,039 $411K
Merrion Investment Management Co, LLC 0.23% No change 2,031 $409K
Cynosure Group, LLC 0.04% Reduce -1.0% 2,030 $409K
Nwam LLC 0.02% Add +7.2% 2,108 $405K
Stratos Wealth Partners, LTD. 0.00% Add +3.9% 2,004 $404K
D'Orazio & Associates, Inc. 0.05% Reduce -12.4% 2,002 $403K
Hutchinson Capital Management 0.07% No change 2,000 $403K
Kornitzer Capital Management Inc. 0.01% No change 2,000 $403K
S&co Inc. 0.02% No change 2,000 $403K
Terril Brothers, Inc. 0.12% Add +85.3% 1,999 $403K
Keel Point, LLC 0.02% Reduce -19.6% 1,963 $396K
GEM Asset Management, LLC 0.19% New 1,938 $395K
Wallace Capital Management Inc. 0.05% No change 1,960 $395K
CKW Financial Group 0.04% Add +0.2% 1,952 $393K
Gratus Wealth Advisors, LLC 0.06% No change 1,946 $392K
USA Financial Formulas 0.07% Reduce -11.1% 1,943 $392K
Northstar Financial Companies, Inc. 0.36% No change 1,940 $391K
Pine Valley Investments Ltd Liability Co 0.02% Add +7.8% 1,930 $389K
SageView Advisory Group, LLC 0.01% Add +62.0% 1,928 $389K
Tower Bridge Advisors 0.04% Reduce -9.4% 1,923 $388K
Acima Private Wealth, LLC 0.12% Add +1.9% 1,917 $386K
Modera Wealth Management, LLC 0.00% Reduce -8.8% 1,912 $385K
Stokes Family Office, LLC 0.04% New 1,910 $385K
Joel Isaacson & Co., LLC 0.01% No change 1,902 $383K
Jacobi Capital Management LLC 0.02% Reduce -0.7% 1,897 $382K
FSM Wealth Advisors, LLC 0.05% Add +6.1% 1,891 $381K
Lombard Odier Asset Management (USA) Corp 0.10% New 1,883 $379K
McElhenny Sheffield Capital Management, LLC 0.09% Reduce -35.5% 1,869 $377K
Heritage Wealth Management, Inc. 0.11% No change 1,852 $373K
Clarius Group, LLC 0.02% Reduce -41.8% 1,851 $373K
Gilbert & Cook, Inc. 0.05% No change 1,846 $372K
Earned Wealth Advisors, LLC 0.06% New 1,837 $370K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -7.5% 1,837 $370K
Catalyst Financial Partners LLC 0.04% Reduce -3.5% 1,830 $369K
AGH Wealth Advisors, LLC 0.27% Reduce -0.4% 1,829 $369K
Opus Capital Group, LLC 0.04% Reduce -5.3% 1,824 $368K
Optas, LLC 0.06% Reduce -8.8% 1,823 $367K
Savvy Advisors, Inc. 0.02% Reduce -10.7% 1,821 $367K
Dillon & Associates Inc. 0.05% No change 1,817 $367K
LeClair Wealth Partners LLC 0.23% No change 1,820 $367K
Chicago Partners Investment Group LLC 0.01% Add +12.0% 1,997 $365K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.2% 1,809 $365K
Journey Advisory Group, LLC 0.03% Add +5.9% 1,800 $363K
Private Wealth Asset Management, LLC 0.04% Add +7.8% 1,798 $362K
Financial Management Professionals, Inc. 0.04% Reduce -2.4% 1,797 $362K
Dynamic Advisor Solutions LLC 0.01% Add +1.9% 1,779 $359K
Kelleher Financial Advisors 0.09% Add +0.1% 1,778 $358K
New Hampshire Trust 0.07% No change 1,778 $358K
Mayport, LLC 0.08% Add +0.1% 1,774 $357K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,767 $356K
Summit Asset Management, LLC 0.05% New 1,756 $354K
Norris Perne & French LLP 0.02% No change 1,756 $354K
Abner Herrman & Brock LLC 0.04% New 1,750 $353K
Ewa, LLC 0.10% Reduce -2.8% 1,738 $350K
Lockerman Financial Group, Inc. 0.44% Add +7.2% 1,735 $350K
Boothbay Fund Management, LLC 0.01% Reduce -54.4% 1,731 $349K
Avior Wealth Management, LLC 0.01% Reduce -8.6% 1,730 $349K
Columbia Bank 0.10% Reduce -1.6% 1,699 $346K
MCF Advisors LLC 0.02% Add +0.7% 1,718 $346K
Balefire, LLC 0.07% Reduce -4.0% 1,715 $346K
Wealthspire Advisors, LLC 0.00% Reduce -26.1% 1,715 $346K
Douglass Winthrop Advisors, LLC 0.01% Add +0.1% 1,710 $345K
Willow Creek Wealth Management Inc. 0.03% Reduce -7.9% 1,708 $344K
GeoWealth Management, LLC 0.01% Add +7.9% 1,705 $344K
Investment Partners, LTD. 0.12% Add +0.5% 1,704 $343K
PFG Investments, LLC 0.02% Reduce -3.0% 1,702 $343K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -1.5% 1,685 $340K
Citizens Business Bank 0.06% No change 890 $340K
StoneX Group Inc. 0.01% Add +22.9% 1,682 $339K
Sivia Capital Partners, LLC 0.10% Add +43.6% 1,680 $339K
Meridian Wealth Advisors, LLC 0.05% Add +1.8% 1,679 $338K
TFB Advisors LLC 0.10% Reduce -37.3% 1,624 $336K
Mather Group, Llc. 0.00% Reduce -22.1% 1,661 $335K
TFR Capital, LLC. 0.11% Reduce -11.1% 1,651 $333K
Tritonpoint Wealth, LLC 0.03% Reduce -4.8% 1,647 $332K
RVW Wealth, LLC 0.03% No change 1,644 $331K
SeaCrest Wealth Management, LLC 0.03% Reduce -6.0% 1,610 $330K
Middleton & Co. Inc. 0.04% New 1,635 $330K
Main Street Financial Solutions, LLC 0.02% Add +67.6% 1,634 $329K
Bellwether Advisors, LLC 0.05% Add +1.2% 1,633 $329K
Continuum Advisory, LLC 0.03% Reduce -61.3% 1,629 $328K
Tradewinds, LLC. 0.08% New 1,617 $326K
Hall Laurie J Trustee 0.11% No change 1,610 $324K
Mark Sheptoff Financial Planning, LLC 0.16% No change 1,609 $324K
Palisades Hudson Asset Management, L.P. 0.12% No change 1,607 $324K
Everpar Advisors LLC 0.13% Reduce -24.9% 1,607 $324K
Genesis Private Wealth, LLC 0.14% Add +22.5% 1,606 $324K
Rehmann Capital Advisory Group 0.02% Reduce -1.5% 1,598 $322K
Fisher Asset Management 0.00% Reduce -7.0% 1,597 $322K
TCI Wealth Advisors, Inc. 0.02% Add +0.4% 1,595 $321K
Global Endowment Management, LP 0.04% Add +45.4% 1,592 $321K
Litman Gregory Wealth Management LLC 0.02% No change 1,589 $320K
Old National Bancorp 0.01% Add +14.6% 1,585 $319K
Detalus Advisors, LLC 0.08% No change 1,580 $318K
Capital Management Corp. 0.05% No change 1,580 $318K
Carret Asset Management, LLC 0.03% No change 1,580 $318K
Hudson Bay Capital Management LP 0.00% Reduce -75.3% 1,572 $317K
Roble, Belko & Company, Inc 0.04% No change 1,566 $316K
Deseret Mutual Benefit Administrators 0.13% No change 1,548 $312K
Wesbanco Bank Inc. 0.01% Add +30.8% 1,540 $310K
Bailard, Inc. 0.01% Add +0.6% 1,539 $310K
Stiles Financial Services Inc 0.10% Add +0.2% 1,533 $309K
Capital Wealth Planning, LLC 0.00% Add +9.3% 1,530 $308K
Sentry Investment Management LLC 0.20% Reduce -4.0% 1,497 $307K
Johnson & White Wealth Management, LLC 0.14% No change 1,520 $306K
Ignite Planners, LLC 0.05% Add +5.5% 1,519 $306K
SlateStone Wealth, LLC 0.03% Add +0.1% 1,518 $306K
iA Global Asset Management Inc. 0.00% Reduce -10.6% 1,520 $306K
Davis R M Inc. 0.01% Reduce -6.2% 1,518 $306K
VestGen Advisors, LLC 0.01% Add +15.5% 1,517 $306K
IFC Advisors LLC 0.06% Reduce -38.5% 1,504 $303K
Prestige Wealth Management Group LLC 0.06% Add +1.1% 1,503 $303K
Yoffe Investment Management, LLC 0.39% No change 1,500 $302K
Vest Financial, LLC 0.00% Add +54.6% 1,500 $302K
Natural Investments, LLC 0.07% New 1,498 $301K
Oak Thistle LLC 0.05% Reduce -89.5% 1,490 $300K
Drucker Wealth 3.0, LLC 0.05% Add +10.0% 1,483 $299K
Axq Capital, LP 0.11% Reduce -55.6% 1,483 $299K
Colonial Trust Co / SC 0.04% Reduce -0.5% 1,482 $299K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -33.2% 1,482 $299K
Riverwater Partners LLC 0.12% Add +39.9% 1,473 $297K
PFS Partners, LLC 0.14% No change 1,470 $296K
Daymark Wealth Partners, LLC 0.01% Reduce -14.2% 1,470 $296K
Great Lakes Advisors, LLC 0.00% Reduce -12.9% 1,467 $296K
Headlands Technologies LLC 0.02% Add +993.3% 1,465 $295K
Berkshire Asset Management LLC 0.01% Reduce -34.9% 1,461 $294K
TigerOak Management, L.L.C. 0.09% No change 1,460 $294K
Revisor Wealth Management LLC 0.10% Reduce -24.2% 1,415 $293K
Fayez Sarofim & Co 0.00% No change 1,450 $292K
111 Capital 0.06% Reduce -57.5% 1,446 $291K
St Germain D J Co. Inc. 0.01% Reduce -7.0% 1,439 $290K
Parkside Financial Bank & Trust 0.02% Reduce -25.8% 1,438 $290K
Bolthouse Investments, LLC 0.26% No change 1,436 $289K
Sax Wealth Advisors, LLC 0.02% Reduce -4.1% 1,432 $289K
Caxton Associates LLP 0.01% Reduce -22.8% 1,432 $289K
Synergy Investment Management, LLC 0.11% No change 1,426 $287K
Everett Harris & Co. 0.00% Add +0.4% 1,423 $287K
Main Line Retirement Advisors, LLC 0.15% Add +0.1% 1,420 $286K
Essex Bank 0.06% Reduce -2.9% 1,420 $286K
Ascentis Wealth Management, LLC 0.07% Add +2.9% 1,409 $284K
Breakwater Capital Group 0.04% Reduce -0.4% 1,408 $284K
Eisler Capital Management Ltd. 0.01% New 1,431 $283K
Mission Creek Capital Partners, Inc. 0.06% No change 1,400 $282K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.14% Reduce -44.0% 1,400 $282K
Polymer Capital Management (HK) LTD 0.04% New 1,398 $282K
Harbour Investments, Inc. 0.01% Reduce -23.6% 1,395 $281K
Klingenstein Fields & Co. LP 0.01% No change 1,395 $281K
Pointe Capital Management LLC 0.14% No change 1,392 $281K
Cromwell Holdings LLC 0.15% No change 1,390 $280K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 1,389 $280K
Robertson Stephens Wealth Management, LLC 0.01% Add +11.6% 1,379 $278K
Mills Wealth Advisors LLC 0.11% New 1,378 $278K
Clear Creek Financial Management, LLC 0.02% Add +18.1% 1,377 $278K
Acorn Creek Capital LLC 0.10% Reduce -3.3% 1,371 $276K
Bank of New Hampshire 0.06% Reduce -4.5% 1,370 $276K
Legacy Advisory Services, LLC 0.21% Add +0.4% 1,362 $274K
Wedbush Securities Inc. 0.01% Reduce -18.0% 1,362 $274K
Mairs & Power Inc. 0.00% Reduce -1.3% 1,356 $273K
Lewis Asset Management, LLC 0.11% New 1,352 $272K
Hartline Investment Corp./ 0.03% Reduce -82.2% 1,352 $272K
Diligent Investors, LLC 0.07% Reduce -5.3% 1,350 $272K
Rice Hall James & Associates, LLC 0.01% No change 1,350 $272K
Drive Wealth Management, LLC 0.06% Reduce -11.3% 1,348 $272K
Proficio Capital Partners LLC 0.02% Reduce -59.1% 1,344 $271K
RFG Advisory, LLC 0.01% Reduce -2.5% 1,340 $270K
CYBER HORNET ETFs LLC 0.17% Add +3.6% 1,339 $270K
Essential Partners LLC 0.09% Add +481.3% 1,337 $269K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.1% 1,337 $269K
Blalock Williams, LLC 0.24% Add +6.0% 1,336 $269K
CENTRAL TRUST Co 0.01% Reduce -3.5% 1,332 $268K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.3% 1,326 $267K
Millstone Evans Group, LLC 0.17% No change 1,325 $267K
Stevens Capital Management LP 0.04% New 1,326 $267K
Hollencrest Capital Management 0.01% No change 1,322 $266K
HCR Wealth Advisors 0.03% Reduce -0.3% 1,334 $266K
Principle Wealth Partners LLC 0.02% Reduce -6.4% 1,321 $266K
FourThought Financial Partners, LLC 0.02% Reduce -5.7% 1,319 $266K
Trueblood Wealth Management, LLC 0.10% Add +0.2% 1,317 $265K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.1% 1,316 $265K
Outlook Wealth Advisors, LLC 0.07% New 1,315 $265K
Rossmore Private Capital 0.03% No change 1,313 $265K
MQS Management LLC 0.15% Add +34.7% 1,313 $265K
Lion Street Advisors, LLC 0.09% New 1,584 $264K
PharVision Advisers, LLC 0.15% New 1,307 $263K
Sterling Group Wealth Management, LLC 0.13% No change 1,302 $262K
Vestor Capital, LLC 0.02% Reduce -56.4% 1,282 $258K
Strategic Wealth Partners, Ltd. 0.02% Reduce -48.2% 1,280 $258K
Nichols & Pratt Advisers LLP 0.02% No change 1,277 $257K
Trust Co. of Vermont 0.01% No change 1,273 $257K
Parthenon LLC 0.03% No change 1,269 $256K
Kingswood Wealth Advisors, LLC 0.02% New 1,269 $256K
Stratos Wealth Advisors, LLC 0.01% Reduce -28.1% 1,267 $255K
Veracity Capital LLC 0.08% Reduce -19.8% 1,264 $255K
New England Professional Planning Group Inc. 0.12% No change 1,261 $254K
Cahaba Wealth Management, Inc. 0.02% Reduce -15.5% 1,261 $254K
Cornerstone Wealth Group, LLC 0.02% Reduce -2.3% 1,258 $254K
YHB Investment Advisors, Inc. 0.02% No change 1,256 $253K
Twin Focus Capital Partners, LLC 0.03% No change 1,253 $253K
Kinloch Capital, LLC 0.11% Reduce -25.1% 1,252 $252K
Amplius Wealth Advisors, LLC 0.02% Reduce -52.6% 1,249 $252K
Court Place Advisors, LLC 0.08% No change 1,248 $252K
First Nebraska Trust Co 0.02% Add +3.2% 1,245 $251K
Braun-Bostich & Associates Inc. 0.16% Add +3.2% 1,232 $248K
Ballast, Inc. 0.06% No change 1,230 $248K
Flagship Harbor Advisors, LLC 0.01% Add +5.5% 1,226 $247K
Baron Wealth Management LLC 0.08% New 1,223 $247K
Resonant Capital Advisors, LLC 0.01% Reduce -25.7% 1,217 $245K
New Age Alpha Advisors, LLC 0.01% No change 1,217 $245K
Dempze Nancy E 0.13% No change 1,210 $244K
United Advisor Group, LLC 0.03% Add +27.6% 1,206 $243K
Busey Bank 0.01% Add +1.7% 1,205 $243K
Duncan Williams Asset Management, LLC 0.07% Add +0.1% 1,202 $242K
Granite FO LLC 0.13% No change 1,200 $242K
Pathway Financial Advisors LLC 0.03% No change 1,200 $242K
BIP Wealth, LLC 0.01% New 1,199 $242K
Calydon Capital 0.04% Reduce -49.2% 1,189 $240K
Great Valley Advisor Group, Inc. 0.00% Reduce -5.0% 1,188 $239K
Westover Capital Advisors, LLC 0.04% Reduce -36.8% 1,186 $239K
Two Sigma Securities, LLC 0.04% Reduce -85.3% 1,186 $239K
Grove Bank & Trust 0.03% No change 1,185 $239K
Northside Capital Management, LLC 0.02% No change 1,185 $239K
Advisors Preferred, LLC 0.04% Reduce -29.8% 1,183 $238K
Paragon Private Wealth Management, LLC 0.08% New 1,178 $238K
Verus Capital Partners, LLC 0.02% Reduce -10.1% 1,178 $237K
Tyche Wealth Partners LLC 0.04% Reduce -1.2% 1,177 $237K
Avidian Wealth Enterprises, LLC 0.01% Reduce -1.3% 1,177 $237K
Benchmark Financial Wealth Advisors, LLC 0.07% Reduce -3.9% 1,172 $236K
Ariston Services Group 0.14% No change 1,168 $235K
Woodward Diversified Capital, LLC 0.11% Add +1.7% 1,167 $235K
Five Oceans Advisors 0.09% Reduce -8.2% 1,162 $234K
Townsquare Capital LLC 0.04% Reduce -42.5% 1,157 $233K
Thomasville National Bank 0.01% New 1,153 $232K
Maridea Wealth Management LLC 0.04% New 1,220 $232K
Arete Wealth Advisors, LLC 0.01% Add +14.5% 1,148 $230K
Aureus Asset Management, LLC 0.01% Add +4.4% 1,141 $230K
Alteri Wealth LLC 0.08% Reduce -2.4% 1,139 $230K
Schulz Wealth, LTD. 0.15% No change 1,135 $229K
Resources Management Corp. /CT/ 0.03% No change 1,125 $227K
Koshinski Asset Management, Inc. 0.02% Reduce -43.1% 1,121 $226K
Goldstein Advisors, LLC 0.03% New 1,120 $226K
Ninety One SA (Pty) Ltd 0.01% Reduce -64.6% 1,119 $226K
Red Door Wealth Management, LLC 0.02% Reduce -80.3% 1,113 $224K
Claro Advisors Inc. 0.03% New 1,112 $224K
Asset Allocation & Management Company, LLC 0.10% Reduce -34.6% 1,111 $224K
Group One Trading LLC 0.01% New 1,108 $223K
Beirne Wealth Consulting Services, LLC 0.05% New 1,106 $223K
Independent Solutions Wealth Management, LLC 0.04% New 1,105 $223K
Paradigm Asset Management Co. LLC 0.05% No change 1,100 $222K
Catalyst Funds Management Pty Ltd 0.03% New 1,100 $222K
Wealth Management Associates, Inc. 0.08% No change 1,082 $218K
Naples Global Advisors, LLC 0.02% New 1,068 $215K
Cambria Investment Management, L.P. 0.01% New 1,067 $215K
Riversedge Advisors, LLC 0.04% New 1,065 $215K
Sunflower Bank, N.A. 0.05% Reduce -11.5% 1,062 $214K
Obermeyer Wealth Partners 0.01% No change 1,059 $213K
Modern Wealth Management, LLC 0.00% Reduce -16.9% 1,059 $213K
McGlone Suttner Wealth Management, Inc. 0.03% Add +0.4% 1,058 $213K
Horizon Bancorp Inc. 0.10% Add +53.5% 1,059 $213K
Advisory Alpha, LLC 0.01% Add +0.7% 1,066 $213K
Founders Financial Alliance, LLC 0.04% New 1,055 $213K
Interchange Capital Partners, LLC 0.04% New 1,053 $212K
AdvisorNet Financial, Inc 0.01% Add +23.9% 1,053 $212K
Pines Wealth Management, LLC 0.07% Reduce -5.8% 1,051 $212K
Pinnacle Financial Partners Inc 0.01% New 1,045 $211K
Stratos Investment Management, LLC 0.01% Reduce -14.4% 1,037 $209K
Ofi Invest Asset Management 0.00% Add +148.8% 1,219 $209K
BayBridge Capital Group, LLC 0.13% No change 1,033 $208K
First Affirmative Financial Network 0.10% Reduce -19.1% 1,026 $207K
Sapient Capital LLC 0.00% Reduce -1.4% 1,031 $206K
MV Capital Management, Inc. 0.02% Reduce -1.8% 1,020 $206K
Valmark Advisers, Inc. 0.00% New 1,017 $205K
Seven Mile Advisory 0.03% New 1,016 $205K
Fiduciary Wealth Partners, LLC 0.09% New 1,015 $205K
Members Wealth LLC 0.13% — 1,014 $204K
Associated Banc-Corp 0.01% New 1,011 $204K
Dudley Capital Management, LLC 0.09% No change 1,010 $204K
Members Advisory Group LLC 0.07% No change 1,010 $204K
Ascentis Independent Advisors 0.03% New 1,010 $204K
Buck Wealth Strategies, LLC 0.03% New 1,010 $204K
SYM FINANCIAL Corp 0.02% New 1,009 $203K
Bank of Marin 0.14% Add +5.4% 1,008 $203K
R. W. Roge & Company, Inc. 0.10% Add +0.9% 1,009 $203K
Traub Capital Management LLC 0.20% New 1,007 $203K
Mitchell & Pahl Private Wealth, LLC 0.09% Reduce -2.3% 1,006 $203K
Alpha Family Trust 0.10% Reduce -35.0% 1,005 $203K
Patton Fund Management, Inc. 0.04% No change 1,004 $202K
Carlson Capital, L.P. 0.11% New 1,000 $202K
Portside Wealth Group, LLC 0.03% Reduce -23.1% 1,000 $202K
Cypress Capital Group 0.02% No change 1,000 $202K
HHM Wealth Advisors, LLC 0.02% Reduce -1.8% 1,000 $202K
First Heartland Consultants, Inc. 0.02% Add +7.1% 1,000 $202K
Unique Wealth, LLC 0.03% Reduce -21.0% 998 $201K
Lanark Financial, Inc. 0.02% Reduce -3.3% 998 $201K
CHICAGO TRUST Co NA 0.03% Add +0.7% 996 $201K
Atala Financial Inc 0.13% Reduce -41.4% 1,291 $200K
McLean Asset Management Corp 0.04% Reduce -3.2% 994 $200K
Ancora Advisors LLC 0.00% Reduce -8.4% 974 $196K
Bogart Wealth, LLC 0.01% Add +1.7% 970 $196K
CVA Family Office, LLC 0.03% Reduce -18.8% 966 $195K
First Horizon Corp. 0.01% — 896 $181K
Summit Securities Group LLC 0.06% Add +155.1% 847 $171K
Osterweis Capital Management Inc. 0.01% Reduce -9.3% 841 $169K
Clearstead Trust, LLC 0.03% Add +5.7% 840 $169K
Painted Porch Advisors LLC 0.06% No change 814 $164K
Sava Infond d.o.o. 0.02% Reduce -50.0% 800 $161K
Independence Bank of Kentucky 0.02% Add +8.9% 796 $160K
Clayton Financial Group LLC 0.12% New 791 $159K
Walleye Capital LLC 0.00% Reduce -82.6% 764 $154K
Caitong International Asset Management Co., Ltd 0.11% Add +156.0% 763 $154K
Ameritas Advisory Services, LLC 0.01% Add +3.0% 762 $153K
Bruce G. Allen Investments, LLC 0.11% Add +13.5% 739 $149K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +12.7% 700 $141K
Lavaca Capital LLC 0.03% No change 700 $141K
Versant Capital Management, Inc 0.02% Reduce -43.8% 700 $141K
Cohen & Steers, Inc. 0.00% No change 700 $141K
Hemington Wealth Management 0.02% Reduce -9.0% 690 $139K
Bayforest Capital Ltd 0.07% New 688 $139K
Quent Capital, LLC 0.01% New 625 $126K
Root Financial Partners, LLC 0.01% New 623 $125K
Pacific Center for Financial Services 0.03% No change 615 $124K
Rosenberg Matthew Hamilton 0.03% No change 611 $123K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 610 $123K
Park Place Capital Corp 0.03% Reduce -1.8% 597 $120K
BNP Paribas 0.00% Reduce -98.6% 594 $120K
Washington Trust Advisors, Inc. 0.01% Add +7.1% 589 $119K
Johnson Financial Group, Inc. 0.00% Add +7.2% 563 $113K
Mowery & Schoenfeld Wealth Management, LLC 0.19% Reduce -3.6% 561 $113K
Nova Wealth Management, Inc. 0.08% Reduce -13.0% 560 $113K
Manning & Napier Advisors LLC 0.00% New 548 $110K
Anchor Investment Management, LLC 0.01% No change 529 $107K
Armstrong Advisory Group, Inc. 0.01% Reduce -5.4% 529 $107K
True Wealth Design, LLC 0.03% Add +1243.2% 497 $100K
WPG Advisers, LLC 0.08% Reduce -8.3% 496 $100K
REAP Financial Group, LLC 0.02% Add +13.3% 478 $96K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.4% 463 $93K
SBI Securities Co., Ltd. 0.00% Reduce -8.9% 460 $93K
Harbor Investment Advisory, LLC 0.01% Add +0.9% 459 $93K
Hara Capital LLC 0.05% No change 453 $91K
Islay Capital Management, LLC 0.05% No change 450 $91K
Sachetta, LLC 0.03% Reduce -8.4% 444 $89K
Salomon & Ludwin, LLC 0.01% Add +132.6% 442 $89K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $87K
Employees Retirement System of Texas 0.00% New 432 $87K
Pittenger & Anderson Inc. 0.00% Reduce -10.4% 429 $86K
Evelyn Partners Investment Management Services Ltd 0.01% No change 420 $85K
GF Fund Management Co. LTD. 0.00% Reduce -88.5% 415 $84K
Ameriflex Group, Inc. 0.03% Add +131.5% 412 $83K
DHJJ Financial Advisors, Ltd. 0.03% No change 410 $83K
New England Capital Financial Advisors LLC 0.03% Add +0.3% 408 $82K
Richardson Financial Services Inc. 0.05% Reduce -14.5% 407 $82K
Morse Asset Management, Inc 0.02% No change 405 $82K
Riverview Trust Co 0.10% No change 400 $81K
Minot DeBlois Advisors LLC 0.07% Reduce -5.9% 400 $81K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% Reduce -94.4% 384 $77K
Dagco, Inc. 0.02% Add +0.3% 383 $77K
Kozak & Associates, Inc. 0.02% Add +0.9% 427 $77K
Cornerstone National Bank & Trust Co 0.03% No change 375 $76K
Stuart Chaussee & Associates, Inc. 0.02% No change 374 $75K
Aventura Private Wealth, LLC 0.03% No change 371 $75K
Raleigh Capital Management Inc. 0.03% Reduce -4.2% 369 $74K
Silvant Capital Management LLC 0.00% No change 358 $72K
Legacies Wealth LLC 0.04% No change 334 $67K
Sound Income Strategies, LLC 0.00% Reduce -9.3% 323 $67K
Geneos Wealth Management Inc. 0.00% Reduce -80.5% 328 $66K
Arlington Trust Co LLC 0.01% Reduce -1.5% 327 $66K
Quarry LP 0.02% Reduce -74.9% 325 $65K
Heritage Wealth Advisors 0.00% Reduce -3.9% 324 $65K
Caldwell Sutter Capital, Inc. 0.03% Add +5.7% 317 $64K
Glen Eagle Advisors, LLC 0.01% Add +10.2% 313 $63K
Plante Moran Financial Advisors, LLC 0.00% Add +20.9% 312 $63K
ORG Partners LLC 0.01% Reduce -32.8% 311 $63K
HighMark Wealth Management LLC 0.03% No change 308 $62K
S&T Bank 0.02% No change 305 $61K
SouthState Bank Corp 0.00% Reduce -31.9% 301 $61K
Chelsea Counsel Co. 0.03% No change 300 $60K
General Partner, Inc. 0.03% No change 298 $60K
Webster Bank, N. A. 0.01% Reduce -9.4% 297 $60K
Dunhill Financial, LLC 0.02% Reduce -0.7% 289 $58K
Trifecta Capital Advisors, LLC 0.01% No change 289 $58K
Rise Advisors, LLC 0.02% Add +2.5% 288 $58K
Perkins Coie Trust Co 0.01% No change 286 $58K
Motco 0.01% Reduce -28.6% 284 $57K
Physician Wealth Advisors, Inc. 0.01% Add +0.7% 275 $55K
Cornerstone Planning Group LLC 0.01% Add +3.0% 304 $54K
Sarver Vrooman Wealth Advisors 0.03% No change 269 $54K
Pension & Wealth Management Advisors, Inc. 0.02% No change 264 $53K
Elevation Wealth Partners, LLC 0.02% Add +8.9% 258 $52K
CoreCap Advisors, LLC 0.00% Reduce -15.3% 255 $51K
Fortitude Family Office, LLC 0.01% No change 253 $51K
Addison Advisors LLC 0.01% Reduce -34.1% 251 $51K
Tompkins Financial Corp. 0.00% Reduce -50.4% 249 $50K
Westside Investment Management, Inc. 0.01% Add +78.4% 248 $50K
GW&K Investment Management, LLC 0.00% Reduce -13.7% 240 $48K
Nemes Rush Group LLC 0.00% Add +0.4% 235 $47K
Transamerica Financial Advisors, LLC 0.00% Add +11450.0% 231 $46K
Covestor Ltd 0.03% Reduce -4.6% 228 $46K
First United Bank & Trust 0.01% No change 216 $44K
Hanson & Doremus Investment Management 0.01% Add +31.3% 214 $43K
Loomis Sayles & Co. L P 0.00% Add +1.9% 209 $42K
Bangor Savings Bank 0.00% No change 206 $42K
Stone House Investment Management, LLC 0.01% Reduce -2.9% 200 $40K
Clean Yield Group 0.01% No change 193 $39K
Bell Investment Advisors, Inc 0.01% Reduce -2.0% 192 $39K
Albion Financial Group 0.00% Add +6.7% 192 $39K
First Pacific Financial 0.01% Add +0.5% 188 $38K
Capital Advisors, Ltd. LLC 0.00% Reduce -21.6% 182 $37K
Rogco, LP 0.01% No change 183 $37K
FSA Wealth Management LLC 0.01% No change 182 $37K
Frazier Financial Advisors, LLC 0.02% Reduce -0.6% 181 $36K
Clear Investment Research, LLC 0.05% Add +24.5% 173 $35K
JPL Wealth Management, LLC 0.01% New 173 $35K
Capital Analysts, LLC 0.00% Add +0.6% 171 $34K
TD Capital Management LLC 0.00% Add +0.6% 167 $34K
Canton Hathaway, LLC 0.01% No change 164 $33K
JFS Wealth Advisors, LLC 0.00% Add +1.9% 163 $33K
Dogwood Wealth Management LLC 0.01% Reduce -91.4% 159 $32K
TruNorth Capital Management, LLC 0.01% New 158 $32K
Financial Life Planners 0.02% New 157 $32K
Asset Dedication, LLC 0.00% No change 154 $31K
Indiana Trust & Investment Management Co 0.01% No change 151 $30K
Delos Wealth Advisors, LLC 0.02% No change 148 $30K
Golden State Wealth Management, LLC 0.00% No change 146 $29K
KERR FINANCIAL PLANNING Corp 0.04% — 150 $27K
Solstein Capital, LLC 0.01% Reduce -22.9% 135 $27K
Nvwm, LLC 0.01% Reduce -5.0% 132 $27K
Aventus Investment Advisors, Inc. 0.02% No change 130 $26K
Piscataqua Savings Bank 0.02% No change 129 $26K
LRI Investments, LLC 0.00% Reduce -50.8% 125 $25K
Pinnacle Bancorp, Inc. 0.01% New 122 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 122 $25K
Meeder Asset Management Inc. 0.00% Reduce -65.4% 113 $23K
Tortoise Investment Management, LLC 0.00% Reduce -62.7% 112 $23K
Key Financial Inc 0.00% Add +4.7% 111 $22K
Private Wealth Management Group, LLC 0.01% Reduce -1.8% 109 $22K
Howard Hughes Medical Institute 0.01% No change 106 $21K
Accent Capital Management, LLC 0.01% No change 104 $21K
Chung Wu Investment Group, LLC 0.02% No change 102 $21K
Curat Global, LLC 0.02% No change 100 $20K
Colonial Trust Advisors 0.00% No change 100 $20K
WealthCollab, LLC 0.01% No change 95 $19K
Westfuller Advisors, LLC 0.01% New 94 $19K
Palisade Asset Management, LLC 0.00% New 91 $18K
High Note Wealth, LLC 0.00% No change 91 $18K
2UniFi Bank 0.01% No change 90 $18K
United Community Bank 0.01% Add +26.8% 90 $18K
DT Investment Partners, LLC 0.00% No change 90 $18K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -6.1% 93 $18K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $18K
Murphy & Mullick Capital Management Corp 0.01% No change 88 $18K
Truvestments Capital LLC 0.00% New 88 $18K
Oakworth Capital, Inc. 0.00% No change 85 $17K
Boreal Capital Management LLC 0.02% Add +130.6% 83 $17K
SJS Investment Consulting Inc. 0.00% Add +530.8% 82 $17K
Crewe Advisors LLC 0.00% No change 80 $16K
Avion Wealth 0.00% Add +26.1% 82 $16K
Mascoma Wealth Management LLC 0.00% No change 78 $16K
North Capital, Inc. 0.01% Add +1.3% 76 $15K
CBIZ Investment Advisory Services, LLC 0.00% Add +66.7% 75 $15K
Steph & Co. 0.00% Add +4.2% 74 $15K
GHP Investment Advisors, Inc. 0.00% Reduce -5.3% 72 $15K
1248 Management, LLC 0.01% Reduce -98.4% 72 $15K
Aspect Partners, LLC 0.01% Add +1.4% 71 $14K
Abound Wealth Management 0.00% No change 70 $14K
Navigoe, LLC 0.01% New 70 $14K
Field & Main Bank 0.00% No change 65 $13K
Copia Wealth Management 0.01% No change 62 $12K
Perritt Capital Management Inc 0.01% No change 61 $12K
West Branch Capital LLC 0.00% Add +1425.0% 61 $12K
Pflug Koory, LLC 0.01% No change 61 $12K
Wealth Watch Advisors, INC 0.01% New 60 $12K
Salem Investment Counselors Inc. 0.00% Reduce -26.3% 56 $11K
Evermay Wealth Management LLC 0.00% No change 55 $11K
IMG Wealth Management, Inc. 0.01% No change 55 $11K
Barnes Dennig Private Wealth Management LLC 0.01% New 54 $11K
Creekmur Asset Management LLC 0.00% No change 54 $11K
Marquette Asset Management, LLC 0.00% New 53 $11K
Raffa Wealth Management, LLC 0.00% Add +44.1% 49 $10K
Binnacle Investments Inc 0.01% No change 48 $10K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -61.8% 47 $9K
Creative Financial Designs Inc. 0.00% Reduce -4.2% 46 $9K
Evelyn Partners Asset Management Ltd 0.00% New 45 $9K
Investors Research Corp 0.00% No change 45 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 45 $9K
Cloud Capital Management, LLC 0.00% New 45 $9K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -14.0% 43 $9K
Grey Fox Wealth Advisors, LLC 0.00% New 43 $9K
Red Tortoise LLC 0.00% No change 43 $9K
Atwood & Palmer Inc. 0.00% Reduce -48.1% 42 $8K
Bare Financial Services, Inc 0.00% No change 42 $8K
Coastline Trust Co 0.00% No change 42 $8K
Highline Wealth Partners LLC 0.00% Add +95.2% 41 $8K
Operose Advisors LLC 0.00% No change 41 $8K
Kilter Group LLC 0.00% Reduce -11.1% 40 $8K
Westend Capital Management, LLC 0.00% No change 40 $8K
Crews Bank & Trust 0.00% No change 39 $8K
Bfsg, LLC 0.00% No change 39 $8K
Cedar Mountain Advisors, LLC 0.00% New 38 $8K
Alpine Bank Wealth Management 0.00% No change 38 $8K
Hughes Financial Services, LLC 0.00% Reduce -16.0% 42 $7K
TFC Financial Management, Inc. 0.00% No change 36 $7K
Valued Wealth Advisors LLC 0.00% Reduce -16.7% 35 $7K
Tsfg, LLC 0.00% No change 35 $7K
Redmont Wealth Advisors LLC 0.01% No change 33 $7K
American National Bank & Trust 0.00% Reduce -96.3% 33 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 32 $7K
Measured Wealth Private Client Group, LLC 0.00% New 32 $6K
Flagship Wealth Advisors, LLC 0.00% No change 30 $6K
Financial Consulate, Inc. 0.00% New 30 $6K
Tradewinds Capital Management, LLC 0.00% Add +314.3% 29 $6K
Tacita Capital Inc 0.00% No change 29 $6K
McIlrath & Eck, LLC 0.00% No change 29 $6K
Guerra Advisors Inc 0.00% New 28 $6K
Global Wealth Strategies & Associates 0.00% No change 27 $5K
Capula Management Ltd 0.00% Reduce -96.8% 26 $5K
Toth Financial Advisory Corp. 0.00% No change 25 $5K
Sunbelt Securities, Inc. 0.00% Reduce -78.8% 25 $5K
Provenance Wealth Advisors, LLC 0.00% No change 24 $5K
Clark Wealth Partners 0.00% Reduce -4.0% 24 $4K
LGT Financial Advisors LLC 0.01% No change 21 $4K
North Star Investment Management Corp. 0.00% Add +16.7% 21 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
Core Alternative Capital 0.00% No change 20 $4K
Pacifica Partners Inc. 0.00% Reduce -53.5% 20 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -41.2% 20 $4K
PayPay Securities Corp 0.14% Add +111.1% 19 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -58.1% 18 $4K
Legacy Wealth Managment, LLC 0.00% No change 18 $4K
Texas Capital Bancshares Inc 0.00% New 18 $4K
Main Street Group, LTD 0.00% No change 17 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -5.6% 17 $3K
Archer Investment Corp 0.00% No change 16 $3K
Heartwood Wealth Advisors LLC 0.00% New 16 $3K
Crowley Wealth Management, Inc. 0.00% No change 15 $3K
Corsicana & Co. 0.00% — 14 $3K
MTM Investment Management, LLC 0.00% No change 13 $3K
Financial Perspectives, Inc 0.00% No change 12 $2K
Pineridge Advisors LLC 0.00% New 12 $2K
Winnacle Wealth LLC 0.00% New 12 $2K
Asset Planning,Inc 0.00% No change 12 $2K
WestEnd Advisors, LLC 0.00% Add +20.0% 12 $2K
Rialto Wealth Management, LLC 0.00% Add +120.0% 11 $2K
Activest Wealth Management 0.00% Reduce -88.2% 11 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 11 $2K
First Command Advisory Services, Inc. 0.00% No change 11 $2K
American Capital Advisory, LLC 0.00% Reduce -16.7% 10 $2K
POM Investment Strategies, LLC 0.00% New 10 $2K
BankPlus Trust Department 0.00% No change 10 $2K
Tobam 0.00% Add +100.0% 12 $2K
Valley National Advisers Inc. 0.00% New 10 $2K
MPWM Advisory Solutions, LLC 0.00% No change 9 $2K
Rakuten Securities, Inc. 0.00% No change 9 $2K
Trust Co 0.00% No change 8 $2K
Global Trust Asset Management, LLC 0.00% New 7 $1K
Anfield Capital Management, LLC 0.00% New 6 $1K
Strengthening Families & Communities, LLC 0.00% New 6 $1K
ESL Trust Services, LLC 0.00% New 6 $1K
DecisionPoint Financial, LLC 0.00% No change 6 $1K
Davis Capital Management 0.00% — 5 $1K
Seneschal Advisors, LLC 0.00% New 5 $1K
HFM Investment Advisors, LLC 0.00% Reduce -37.5% 5 $1K
Quaker Wealth Management, LLC 0.00% Reduce -44.4% 5 $1K
Centerpoint Advisors, LLC 0.00% No change 5 $1K
Logan Capital Management Inc. 0.00% No change 4 $806
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 3 $605
Breakwater Investment Management 0.00% New 2 $404
Hurley Capital, LLC 0.00% New 2 $403
Turning Point Benefit Group, Inc. 0.00% New 2 $402
Y.D. More Investments Ltd 0.00% Reduce -12.5% 392 $239
Bear Mountain Capital, Inc. 0.00% New 1 $189

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