Marsh & McLennan CosMRSH

13F holders, Q4 2025 (December 31)
1,594holders +18
121new positions
165sold out
13famous investors
$185.56avg. 13F price*

At the end of Q4 2025, 1,594 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, up 18 from Q3 2025. 121 opened new positions and 165 sold out. The largest holders were Vanguard Group Inc. ($8.6B), BlackRock, Inc. ($7.5B) and State Street Corp. ($4.1B). 13 famous investors held it, including Tom Gayner (1.1% of Markel Group's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions121$430.7M
Exits165$291.0M

All 13F filers, Q3 2025 → Q4 2025: 28,409,985 shares bought and 33,232,825 shares sold, net −4,822,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,594 holders

Vanguard Group Inc. 0.13% Add +0.8% 46,589,633 $8.6B
BlackRock, Inc. 0.13% Add +4.3% 40,444,949 $7.5B
State Street Corp. 0.14% Add +1.6% 21,871,937 $4.1B
Capital International Investors 0.55% Add +0.9% 18,766,815 $3.5B
Capital World Investors 0.43% Reduce -4.4% 16,925,131 $3.1B
Wellington Management Group LLP 0.52% Add +6.0% 15,997,880 $3.0B
FMR LLC 0.14% Reduce -7.5% 15,225,442 $2.8B
Geode Capital Management, LLC 0.13% Reduce -10.2% 11,644,025 $2.2B
T. Rowe Price Associates Inc. 0.18% Add +10.4% 9,217,878 $1.7B
Massachusetts Financial Services Co. 0.52% Reduce -8.6% 8,662,457 $1.6B
Norges Bank 0.17% — 8,386,530 $1.6B
Capital Research Global Investors 0.27% Reduce -19.0% 7,987,794 $1.5B
Morgan Stanley 0.08% Reduce -2.6% 6,870,731 $1.3B
Bank of America Corp. 0.07% Reduce -13.8% 5,522,563 $1.0B
Northern Trust Corp. 0.13% Reduce -5.8% 5,297,560 $982.8M
Clearbridge Investments, LLC 0.76% Add +12.4% 5,076,693 $941.8M
Ameriprise Financial Inc. 0.20% Reduce -16.9% 4,790,808 $888.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +0.0% 4,545,663 $843.3M
JPMorgan Chase & Co. 0.05% Reduce -12.2% 4,278,658 $793.8M
Goldman Sachs Group Inc. 0.11% Reduce -23.1% 4,015,180 $744.9M
Mawer Investment Management Ltd. 4.06% Reduce -14.6% 3,905,686 $724.6M
Nuveen, LLC 0.19% Add +0.2% 3,858,156 $715.8M
UBS Group AG 0.14% Reduce -11.0% 3,787,465 $702.7M
Ninety One UK Ltd 1.41% Add +163.0% 3,542,004 $657.1M
Invesco Ltd. 0.06% Add +5.1% 3,460,878 $642.1M
Deutsche Bank AG 0.20% Add +2.4% 3,368,181 $624.9M
Amundi 0.19% Add +127.6% 3,364,627 $624.2M
Artisan Partners Limited Partnership 0.95% Reduce -2.3% 3,357,826 $622.9M
Bank of New York Mellon Corp 0.11% Add +8.4% 3,321,700 $616.2M
Royal Bank of Canada 0.10% Add +40.4% 3,167,895 $587.7M
Legal & General Group Plc 0.13% Reduce -1.6% 3,146,169 $583.7M
Charles Schwab Investment Management Inc. 0.09% Add +1.6% 2,950,894 $547.4M
Arrowstreet Capital, Limited Partnership 0.30% Add +94.3% 2,757,045 $511.5M
D. E. Shaw & Co. 0.39% Add +0.8% 2,596,011 $481.6M
Wells Fargo & Company 0.09% Reduce -8.4% 2,444,666 $453.5M
American Century Companies Inc. 0.22% Add +84.9% 2,330,508 $432.4M
Parnassus Investments, LLC 1.05% Reduce -16.0% 2,173,621 $403.3M
Stifel Financial Corp. 0.36% Reduce -6.0% 2,158,391 $400.4M
Dimensional Fund Advisors LP 0.08% Add +0.3% 2,029,841 $376.6M
Longview Partners (Guernsey) LTD 3.91% Reduce -3.4% 2,017,195 $374.2M
W1M Asset Management Ltd 3.66% Add +791.2% 1,900,000 $352.7M
Alliancebernstein L.P. 0.11% Add +54.4% 1,839,229 $341.2M
Navera Investment Management Ltd. 6.87% Add +8.0% 1,753,917 $325.5M
Voloridge Investment Management, LLC 1.12% Add +24.4% 1,716,766 $318.5M
Lazard Asset Management LLC 0.54% Reduce -38.1% 1,709,219 $317.1M
Franklin Resources Inc. 0.07% Add +0.3% 1,554,402 $288.4M
Manufacturers Life Insurance Company, The 0.24% Add +107.4% 1,526,227 $283.3M
Assenagon Asset Management S.A. 0.42% Add +9455.4% 1,520,164 $282.0M
Ako Capital LLP 4.19% Reduce -17.5% 1,484,860 $275.5M
AQR Capital Management 0.14% Add +43.1% 1,478,019 $274.2M
Barclays PLC 0.11% Reduce -33.6% 1,462,301 $271.3M
BNP Paribas Financial Markets 0.17% Add +9.2% 1,440,549 $267.3M
DekaBank Deutsche Girozentrale 0.45% No change 1,193,291 $259.7M
Swiss National Bank 0.15% Reduce -5.1% 1,348,300 $250.1M
Rathbones Group PLC 0.97% Add +5.4% 1,332,148 $247.1M
CANADA LIFE ASSURANCE Co 0.43% Reduce -5.7% 1,316,931 $244.6M
Two Sigma Advisers, LP 0.47% Add +0.2% 1,312,200 $243.4M
Nippon Life Insurance Co. 4.19% No change 1,311,350 $243.3M
Bahl & Gaynor LLC 1.21% Reduce -30.3% 1,287,401 $238.8M
First Trust Advisors LP 0.17% Add +9.7% 1,270,052 $235.6M
California Public Employees Retirement System 0.13% Reduce -16.5% 1,264,672 $234.6M
FIL Ltd 0.18% Reduce -9.0% 1,260,146 $233.8M
Two Sigma Investments, LP 0.37% Add +13.6% 1,249,912 $231.9M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -4.4% 1,163,607 $215.9M
HSBC Holdings PLC 0.12% Add +5.0% 1,139,486 $211.8M
National Pension Service 0.16% Add +9.9% 1,140,767 $211.6M
Envestnet Asset Management Inc. 0.06% Reduce -12.7% 1,131,946 $210.0M
Swedbank AB 0.20% Add +1.2% 1,105,862 $205.2M
Jensen Investment Management Inc. 3.17% Reduce -54.9% 1,084,317 $201.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +5.7% 1,058,647 $193.3M
Raymond James Financial Inc. 0.06% Reduce -2.5% 1,016,785 $188.6M
Polar Capital Holdings Plc 0.82% Add +6.0% 965,000 $179.0M
Storebrand Asset Management As 0.48% Reduce -2.5% 955,270 $177.2M
TD Asset Management Inc 0.14% Reduce -3.3% 949,563 $176.2M
Sarasin & Partners LLP 1.80% Add +0.9% 934,732 $173.4M
Worldquant Millennium Advisors LLC 0.64% Add +160.8% 892,933 $165.7M
Findlay Park Partners LLP 2.10% Reduce -16.8% 886,467 $164.5M
Natixis Advisors, LLC 0.23% Add +9.4% 863,503 $160.2M
Citadel Advisors 0.11% Add +110.0% 822,371 $152.6M
Markel Group 1.13% Add +0.9% 761,750 $141.3M
California State Teachers Retirement System 0.14% Reduce -4.6% 752,274 $139.6M
Acadian Asset Management LLC 0.23% Add +18.8% 747,581 $138.7M
Qube Research & Technologies Ltd 0.19% Reduce -42.7% 732,481 $135.9M
Millennium Management 0.10% Add +293.5% 724,648 $134.4M
Epoch Investment Partners, Inc. 0.76% Add +5.4% 717,643 $133.1M
Mackenzie Financial Corp. 0.15% Reduce -67.7% 680,074 $127.2M
Capital International, Inc. 1.00% Add +2.3% 682,950 $126.7M
PNC Financial Services Group, Inc. 0.07% Reduce -3.5% 648,524 $120.3M
CCLA Investment Management 1.93% Reduce -1.3% 647,823 $120.2M
Assetmark, Inc. 0.24% Reduce -6.2% 645,728 $119.8M
Caisse de depot et placement du Quebec 0.20% Add +870.3% 637,097 $118.2M
Principal Financial Group Inc. 0.06% Reduce -22.2% 604,866 $112.2M
New York State Common Retirement Fund 0.14% Reduce -2.7% 571,423 $106.0M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Add +36.2% 552,367 $102.5M
Bank of Montreal 0.04% Reduce -3.4% 548,093 $101.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% Add +7.6% 538,931 $100.5M
Lord, Abbett & Co. LLC 0.32% Reduce -9.9% 540,785 $100.3M
Squarepoint Ops LLC 0.20% Add +36.9% 527,486 $97.9M
Primecap Management Co. 0.07% Reduce -71.5% 518,200 $96.1M
DAVENPORT & Co LLC 0.52% Add +419.0% 512,998 $95.4M
Nordea Investment Management AB 0.08% Reduce -11.4% 507,728 $94.8M
Bradley Foster & Sargent Inc. 1.38% Reduce -6.4% 504,958 $93.7M
Johnson Investment Counsel Inc. 0.74% Add +6.4% 486,150 $90.2M
Cryder Capital Partners LLP 5.24% Add +32.5% 477,744 $88.6M
Citigroup Inc. 0.06% Reduce -4.8% 472,888 $87.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +50.4% 471,355 $87.5M
Quilter Plc 1.42% Add +12.7% 456,857 $84.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Reduce -0.3% 451,122 $83.7M
Birch Hill Investment Advisors LLC 3.40% Reduce -0.1% 438,591 $81.4M
Prudential Financial Inc. 0.10% Reduce -22.9% 437,961 $81.3M
State Board of Administration of Florida Retirement System 0.14% Reduce -2.4% 435,864 $80.9M
Mariner, LLC 0.10% Add +1.7% 432,621 $80.3M
Impax Asset Management Group plc 0.50% Reduce -0.6% 427,624 $79.3M
Pictet Asset Management Holding SA 0.08% Reduce -24.9% 418,961 $77.7M
Russell Investments Group, Ltd. 0.08% Add +28.2% 415,701 $77.3M
Aviva PLC 0.13% Reduce -55.6% 412,334 $76.5M
LPL Financial LLC 0.02% Add +4.5% 405,250 $75.2M
Nomura Asset Management International Inc. 0.11% — 403,538 $74.9M
Aberdeen Group plc 0.12% Reduce -1.7% 403,265 $74.8M
Renaissance Technologies 0.11% Reduce -64.5% 397,600 $73.8M
Silvercrest Asset Management Group LLC 0.51% Add +20.8% 397,444 $73.7M
PFA Pension, Forsikringsaktieselskab 0.21% — 388,354 $72.8M
Janus Henderson Group PLC 0.03% Reduce -77.3% 382,996 $71.1M
Jane Street Group, LLC 0.08% Add +29.1% 378,088 $70.1M
Scharf Investments, LLC 1.78% New 357,764 $66.4M
L1 Capital International Pty Ltd 3.43% Add +353.5% 357,469 $66.3M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +0.6% 351,973 $65.3M
HighTower Advisors, LLC 0.07% Add +2.1% 343,890 $63.8M
New York State Teachers Retirement System 0.12% Reduce -0.0% 341,676 $63.4M
APG Asset Management N.V. 0.16% Reduce -8.0% 367,491 $58.1M
Baird Financial Group, Inc. 0.09% Reduce -3.1% 312,893 $58.0M
Canada Pension Plan Investment Board 0.04% Reduce -20.6% 312,549 $58.0M
Nomura Asset Management Co. Ltd. 0.14% Add +7.2% 305,974 $56.8M
Robeco Institutional Asset Management B.V. 0.08% Reduce -79.7% 299,266 $55.5M
Crawford Investment Counsel Inc. 0.92% Add +1.1% 297,678 $55.2M
Madison Asset Management, LLC 0.62% Reduce -9.2% 290,337 $53.9M
Truist Financial Corp. 0.07% Reduce -15.4% 286,260 $53.1M
Schroder Investment Management Group 0.04% Reduce -9.3% 282,394 $52.9M
Korea Investment CORP 0.10% Reduce -13.4% 283,018 $52.5M
Bank of Nova Scotia 0.08% Reduce -41.9% 282,620 $52.4M
Banque Pictet & Cie SA 0.52% Reduce -6.4% 281,893 $52.3M
Cincinnati Financial Corp. 1.01% No change 278,334 $51.6M
Sterling Capital Management LLC 0.84% Reduce -26.1% 277,630 $51.5M
Danske Bank A/S 0.12% Add +6.8% 276,484 $51.3M
Cincinnati Insurance Co. 0.78% No change 275,766 $51.2M
AMF Tjanstepension AB 0.31% No change 273,821 $50.8M
Sei Investments Co. 0.05% Reduce -5.0% 273,786 $50.8M
Susquehanna Fundamental Investments, LLC 1.69% New 267,704 $49.7M
Ninety One North America, Inc. 2.01% Add +172.6% 267,244 $49.6M
Raiffeisen Bank International AG 0.62% Reduce -14.6% 257,606 $48.3M
State of Wisconsin Investment Board 0.11% Reduce -5.0% 255,026 $47.3M
Vaughan David Investments LLC 1.02% Reduce -0.4% 252,873 $46.9M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -0.9% 249,235 $46.2M
Toronto Dominion Bank 0.08% Reduce -2.5% 249,036 $46.2M
Gotham Asset Management 0.16% Add +108.3% 241,655 $44.8M
National Bank of Canada 0.05% Reduce -6.5% 241,660 $44.8M
Ycg, LLC 3.37% Add +5.6% 240,693 $44.7M
Allspring Global Investments Holdings, LLC 0.07% Reduce -2.1% 239,443 $43.7M
Munich Reinsurance Co Stock Corp in Munich 1.05% New 230,498 $43.2M
Corient Private Wealth LP 0.06% Reduce -37.5% 231,605 $43.0M
Eurizon Capital SGR S.p.A. 0.13% — 231,301 $42.9M
HRT Financial LP 0.14% New 231,359 $42.9M
Jennison Associates LLC 0.03% Reduce -61.8% 229,075 $42.5M
Bank Pictet & Cie (Europe) AG 0.84% Reduce -18.3% 227,777 $42.3M
Asset Management One Co., Ltd. 0.12% Reduce -2.6% 224,440 $42.1M
Victory Capital Management Inc. 0.02% Add +15.0% 224,734 $41.7M
Royal London Asset Management Ltd. 0.09% Reduce -0.8% 220,437 $40.9M
Tudor Investment Corporation 0.23% Add +20.4% 220,096 $40.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.33% Reduce -4.0% 213,231 $39.6M
Avity Investment Management Inc. 2.70% Add +1.1% 207,754 $38.5M
KLP Kapitalforvaltning As 0.15% Reduce -0.6% 207,374 $38.5M
Treasurer of the State of North Carolina 0.12% Reduce -6.8% 206,791 $38.4M
Holocene Advisors, LP 0.08% New 204,858 $38.0M
Boston Trust Walden Corp 0.29% Add +15.3% 204,655 $38.0M
Thrivent Financial for Lutherans 0.07% Reduce -1.1% 203,303 $37.7M
Public Employees Retirement System of Ohio 0.12% Reduce -37.7% 202,585 $37.6M
Pathstone Holdings, LLC 0.14% Reduce -1.0% 202,060 $37.5M
Polar Asset Management Partners Inc. 0.95% New 200,000 $37.1M
Teacher Retirement System of Texas 0.13% Add +36.1% 198,546 $36.8M
Handelsbanken Fonder AB 0.11% Add +3.6% 195,656 $36.3M
Zacks Investment Management 0.28% Reduce -5.3% 194,755 $36.1M
Compagnie Lombard Odier SCmA 0.39% Add +11.4% 192,881 $35.8M
Mn Services Vermogensbeheer B.V. 0.22% Add +3.2% 192,277 $35.7M
Ensign Peak Advisors, Inc 0.06% Add +36.0% 188,090 $34.9M
Point72 Asset Management 0.06% New 184,863 $34.3M
Abn Amro Investment Solutions 0.51% Reduce -1.4% 184,409 $34.2M
ExodusPoint Capital Management, LP 0.38% Add +445.1% 183,621 $34.1M
Ilmarinen Mutual Pension Insurance Co 0.27% No change 181,600 $33.7M
Cerity Partners LLC 0.05% Reduce -41.2% 179,904 $33.4M
Whittier Trust Co. 0.36% Add +2.3% 178,471 $33.1M
Capital Group Private Client Services, Inc. 0.53% Reduce -2.9% 178,221 $33.1M
CIBC Asset Management Inc 0.08% Add +36.1% 177,522 $32.9M
Temasek Holdings (Private) Ltd 0.10% No change 175,306 $32.5M
LGT Capital Partners LTD. 1.59% Reduce -2.5% 173,231 $32.1M
Janney Montgomery Scott LLC 0.07% Reduce -3.5% 171,705 $31.9M
State of New Jersey Common Pension Fund D 0.11% Reduce -1.6% 169,850 $31.5M
Waycross Partners, LLC 2.53% Add +19.7% 166,998 $31.0M
Resona Asset Management Co.,Ltd. 0.15% Reduce -3.6% 162,466 $30.2M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -33.5% 161,520 $30.0M
Capital Investment Advisors, LLC 0.45% Reduce -4.5% 159,662 $29.6M
Lansforsakringar Fondforvaltning AB (publ) 0.15% Add +0.9% 158,816 $29.5M
Nisa Investment Advisors, LLC 0.10% Add +3.1% 157,563 $29.2M
Quantinno Capital Management LP 0.06% Add +29.3% 157,063 $29.1M
Horizon Kinetics Asset Management LLC 0.39% Reduce -0.3% 156,685 $29.1M
State of Tennessee, Department of Treasury 0.09% Add +20.7% 150,454 $28.3M
Rafferty Asset Management, LLC 0.10% Reduce -8.7% 149,456 $27.7M
Voya Investment Management LLC 0.03% Reduce -30.6% 148,809 $27.6M
Jump Financial, LLC 0.37% Add +135.0% 147,887 $27.4M
Federation des caisses Desjardins du Quebec 0.10% Add +9.6% 146,860 $27.2M
Glenmede Trust Co. NA 0.13% — 144,482 $26.8M
Hardman Johnston Global Advisors LLC 1.27% Reduce -10.0% 143,970 $26.7M
US Bancorp \de 0.03% Reduce -3.7% 142,856 $26.5M
Cetera Investment Advisers 0.03% Add +2.6% 140,844 $26.1M
Focus Partners Wealth 0.03% Add +105.4% 140,191 $26.0M
Banco Santander, S.A. 0.19% Add +2561.5% 139,648 $25.9M
Arizona State Retirement System 0.14% Reduce -3.5% 138,852 $25.8M
Fifth Third Bancorp 0.08% Reduce -18.0% 134,772 $25.0M
Swiss Life Asset Management Ltd 0.13% Add +9.5% 134,542 $25.0M
Stock Yards Bank & Trust Co. 0.76% Reduce -2.4% 133,179 $24.7M
State of Michigan Retirement System 0.12% Reduce -4.6% 132,575 $24.6M
EULAV Asset Management 0.65% No change 132,000 $24.5M
Capital Fund Management S.A. 0.23% Add +20.2% 131,888 $24.5M
Forsta Ap-Fonden 0.15% Reduce -8.7% 131,700 $24.4M
Calamos Advisors LLC 0.14% Reduce -50.8% 131,672 $24.4M
Czech National Bank 0.16% Add +3.5% 129,182 $24.0M
Varma Mutual Pension Insurance Co 0.14% Add +14.9% 127,104 $23.6M
Badgley Phelps Wealth Managers, LLC 0.43% Reduce -3.5% 126,911 $23.5M
ASR Vermogensbeheer N.V. 0.27% Add +9.2% 126,320 $23.4M
Public Sector Pension Investment Board 0.08% Reduce -4.0% 124,804 $23.2M
J. Safra Sarasin Holding AG 0.37% Reduce -0.9% 123,955 $23.0M
Teachers Retirement System of the State of Kentucky 0.17% No change 123,602 $22.9M
Comerica Bank 0.09% Reduce -6.0% 123,365 $22.9M
Brown Brothers Harriman & Co. 0.12% Reduce -9.8% 122,804 $22.8M
Choate Investment Advisors 0.44% No change 121,790 $22.6M
Creative Planning 0.02% Add +11.8% 120,547 $22.4M
MetLife Investment Management, LLC 0.11% Reduce -3.6% 120,322 $22.3M
DNB Asset Management AS 0.08% Add +2.1% 119,088 $22.1M
Tidal Investments LLC 0.09% Add +580.1% 115,910 $21.5M
TrinityBridge Ltd 0.48% Reduce -6.8% 115,637 $21.5M
Deprince Race & Zollo Inc. 0.41% Add +19.7% 114,498 $21.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -3.5% 113,956 $21.1M
ProShare Advisors LLC 0.04% Add +5.1% 113,464 $21.0M
SG Americas Securities, LLC 0.03% Add +18.4% 110,441 $20.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +13.6% 111,016 $20.3M
Credit Agricole S A 0.06% Reduce -72.7% 109,079 $20.2M
Walter Public Investments Inc. 3.51% Reduce -5.6% 106,951 $19.8M
Van Eck Associates Corp. 0.02% Add +4.9% 106,411 $19.7M
Retirement Systems of Alabama 0.06% Reduce -0.6% 104,221 $19.3M
WASHINGTON TRUST Co 0.62% Reduce -0.1% 102,598 $19.0M
Marshall Wace, LLP 0.02% New 102,435 $19.0M
Distillate Capital Partners LLC 0.98% Reduce -0.9% 102,346 $19.0M
Quantbot Technologies LP 0.63% Add +30.9% 102,158 $19.0M
Trexquant Investment LP 0.17% Add +1765.0% 101,677 $18.9M
Aptus Capital Advisors, LLC 0.16% Add +3.2% 100,882 $18.7M
AE Wealth Management LLC 0.11% Add +1507.7% 100,672 $18.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.17% — 100,372 $18.6M
Flputnam Investment Management Co. 0.27% Reduce -40.3% 100,309 $18.6M
Formuepleje A/S 1.10% Reduce -6.2% 99,144 $18.4M
Prudential PLC 0.15% Add +3.3% 99,029 $18.4M
KBC Group NV 0.04% Add +0.1% 98,782 $18.3M
Boston Family Office LLC 1.15% Reduce -10.0% 98,027 $18.2M
Scotia Capital Inc. 0.07% Reduce -3.0% 97,728 $18.1M
Torray Investment Partners LLC 2.78% Add +39.5% 97,677 $18.1M
Crestwood Advisors Group, LLC 0.30% Reduce -1.6% 96,728 $17.9M
IFM Investors Pty Ltd 0.15% Add +1.1% 94,691 $17.6M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -1.9% 94,170 $17.5M
Amalgamated Bank 0.12% Reduce -6.3% 92,358 $17.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +0.5% 92,031 $17.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -26.8% 91,065 $16.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +20.6% 88,934 $16.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +23.2% 87,309 $16.2M
Baillie Gifford & Co. 0.01% Add +5.8% 87,167 $16.2M
Sanctuary Advisors, LLC 0.09% Reduce -10.5% 86,660 $16.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -54.8% 86,438 $16.0M
Oppenheimer Asset Management Inc. 0.19% Reduce -4.7% 85,159 $15.8M
Aquatic Capital Management LLC 0.45% Reduce -47.8% 84,897 $15.8M
Xponance LLC 0.12% Add +5.4% 84,288 $15.6M
Woodline Partners LP 0.06% Add +28.7% 83,626 $15.5M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -14.9% 83,588 $15.5M
Wesleyan Assurance Society 0.88% No change 81,926 $15.2M
Vancity Investment Management Ltd 2.06% Reduce -7.3% 81,766 $15.2M
Utah Retirement Systems 0.14% Reduce -0.1% 81,493 $15.1M
USS Investment Management Ltd 0.07% Add +0.2% 81,374 $15.1M
Ieq Capital, LLC 0.04% Add +176.7% 79,608 $14.8M
Washington Trust Bank 1.03% Add +1.2% 79,317 $14.7M
Entropy Technologies, LP 0.80% Add +31.2% 79,288 $14.7M
Rockefeller Capital Management L.P. 0.03% Reduce -4.3% 78,891 $14.6M
Osborne Partners Capital Management, LLC 0.75% Add +1.9% 78,816 $14.6M
&partners 0.08% Add +9.7% 78,859 $14.6M
O'shaughnessy Asset Management, LLC 0.08% Reduce -12.2% 77,786 $14.4M
Segment Wealth Management, LLC 0.84% Reduce -1.6% 77,735 $14.4M
Factory Mutual Insurance Co. 0.14% Reduce -3.8% 76,350 $14.2M
Callan Family Office, LLC 0.30% Add +21.0% 76,243 $14.1M
Neuberger Berman Group LLC 0.01% Reduce -4.4% 76,170 $14.1M
Cibc World Markets Corp. 0.07% — 75,653 $14.0M
MUFG Securities EMEA plc 0.16% Add +46.0% 75,084 $13.9M
Police & Firemen's Retirement System of New Jersey 0.12% Reduce -5.5% 75,044 $13.9M
Running Oak Capital LLC 1.74% Reduce -2.8% 74,745 $13.9M
Engineers Gate Manager LP 0.16% Add +60.0% 73,936 $13.7M
Bridges Investment Management Inc. 0.17% Reduce -3.0% 73,889 $13.7M
Atria Investments, Inc 0.15% Reduce -9.3% 72,591 $13.5M
Macquarie Group Ltd. 0.06% Reduce -87.9% 71,877 $13.3M
Brown Advisory Inc. 0.02% Reduce -2.5% 71,436 $13.3M
New York Life Investment Management LLC 0.11% Reduce -0.8% 71,155 $13.2M
Man Group plc 0.03% Add +93.3% 70,574 $13.1M
Foyston, Gordon & Payne Inc 2.85% Add +19.1% 70,462 $13.1M
Gillson Capital LP 0.84% New 69,600 $12.9M
NEOS Investment Management LLC 0.07% Add +8.7% 68,403 $12.7M
Susquehanna International Group, LLP 0.02% Reduce -40.5% 68,159 $12.6M
Northwest & Ethical Investments L.P. 0.28% Reduce -19.8% 67,927 $12.6M
Glenview Trust Co 0.19% Reduce -35.8% 66,443 $12.3M
Whittier Trust Co. of Nevada Inc. 0.26% Reduce -2.5% 66,208 $12.3M
State of Alaska, Department of Revenue 0.13% Reduce -5.5% 65,747 $12.2M
Rakuten Investment Management, Inc. 0.04% Add +2060.6% 64,536 $12.1M
Mercer Global Advisors Inc. 0.02% Reduce -0.7% 65,243 $12.1M
Commonwealth Equity Services, LLC 0.02% Reduce -6.9% 64,657 $12.0M
NewEdge Advisors, LLC 0.04% Add +65.3% 64,499 $12.0M
Cwm, LLC 0.03% Add +76.3% 64,363 $11.9M
Lido Advisors, LLC 0.05% Reduce -1.5% 59,635 $11.9M
Carnegie Investment Counsel 0.22% Reduce -34.0% 64,009 $11.9M
Vanguard Personalized Indexing Management, LLC 0.12% Add +6.7% 63,565 $11.8M
Vinva Investment Management Ltd 0.15% Add +50.9% 62,261 $11.7M
Elo Mutual Pension Insurance Co 0.18% Add +25.7% 62,597 $11.6M
Baker Avenue Asset Management, LP 0.27% Reduce -11.1% 62,570 $11.6M
Nissay Asset Management Corp. /Japan 0.06% Add +1.1% 62,271 $11.6M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.3% 62,191 $11.5M
Cibc World Market Inc. 0.02% Add +336.8% 62,092 $11.5M
Levin Capital Strategies, L.P. 1.00% Reduce -0.1% 62,066 $11.5M
TD Waterhouse Canada Inc. 0.07% Reduce -35.4% 61,945 $11.5M
Harbour Trust & Investment Management Co 1.17% Reduce -0.6% 61,770 $11.5M
Ethic Inc. 0.17% Reduce -1.0% 61,252 $11.4M
Guggenheim Capital LLC 0.08% Reduce -22.0% 61,251 $11.4M
Gabelli Funds LLC 0.08% Reduce -3.5% 61,000 $11.3M
First American Bank 0.68% Reduce -0.6% 60,787 $11.3M
Generali Asset Management SPA SGR 0.22% Add +3.9% 59,102 $11.0M
Yousif Capital Management, LLC 0.12% Reduce -6.1% 59,779 $10.8M
Capital International Sarl 0.17% Reduce -13.9% 58,099 $10.8M
Apollon Wealth Management, LLC 0.18% Reduce -0.9% 56,187 $10.4M
JLB & Associates Inc. 1.40% Reduce -2.6% 56,041 $10.4M
Oregon Public Employees Retirement Fund 0.13% Reduce -0.4% 56,027 $10.4M
Curi Capital, LLC 0.18% Reduce -7.3% 54,843 $10.2M
OP Asset Management Ltd 0.12% Add +1.0% 54,533 $10.1M
Andra AP-fonden 0.12% Add +5.9% 54,110 $10.0M
Strategic Wealth Investment Group, LLC 1.22% Reduce -29.8% 53,419 $9.9M
Orion Porfolio Solutions, LLC 0.07% Add +1.7% 53,188 $9.9M
Mutual of America Capital Management LLC 0.10% Reduce -1.3% 52,609 $9.8M
Wealthfront Advisers LLC 0.02% Reduce -11.4% 52,498 $9.7M
Osaic Holdings, Inc. 0.01% Reduce -57.1% 51,525 $9.6M
Allianz Asset Management GmbH 0.01% Reduce -79.9% 50,802 $9.4M
Captrust Financial Advisors 0.02% Add +3.0% 50,022 $9.3M
Candriam S.C.A. 0.05% Reduce -0.5% 49,518 $9.2M
Vestmark Advisory Solutions, Inc. 0.12% Add +144.2% 48,485 $9.0M
CIBC Private Wealth Group LLC 0.02% Reduce -3.0% 48,119 $8.9M
Kinsale Capital Group, Inc. 1.42% Add +5.7% 46,206 $8.6M
Quadrature Capital Ltd 0.09% Add +1657.8% 45,650 $8.5M
MML Investors Services, LLC 0.02% Add +8.3% 44,989 $8.3M
AIA Group Ltd 0.12% Add +114.5% 44,845 $8.3M
Cornerstone Advisors, LLC 0.28% No change 44,800 $8.3M
Annex Advisory Services, LLC 0.16% Reduce -54.2% 44,117 $8.2M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -4.5% 44,049 $8.2M
Investment Management Corp of Ontario 0.11% Add +30.4% 43,983 $8.2M
Pacer Advisors, Inc. 0.02% Add +10.8% 43,875 $8.1M
Vontobel Holding Ltd. 0.03% Add +2.8% 43,777 $8.1M
Florida Trust Wealth Management Co 0.22% Add +0.2% 43,385 $8.0M
Union Bancaire Privee, UBP SA 0.10% Reduce -35.4% 25,678 $8.0M
Numerai GP LLC 0.96% Add +15.8% 43,107 $8.0M
Sustainable Insight Capital Management, LLC 2.66% Add +4.4% 42,915 $8.0M
Balyasny Asset Management L.P. 0.02% Add +347.4% 42,078 $7.8M
CX Institutional 0.23% Add +5.0% 41,078 $7.6M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -78.7% 40,253 $7.5M
UniSuper Management Pty Ltd 0.04% Add +1.3% 40,040 $7.4M
Avanza Fonder AB 0.19% No change 39,722 $7.4M
Occudo Quantitative Strategies LP 0.49% Add +422.1% 39,495 $7.3M
Osmosis Investment Management UK Ltd 0.18% — 38,887 $7.2M
Peapack Gladstone Financial Corp. 0.09% Add +125.0% 38,729 $7.2M
Builder Investment Group Inc. 1.54% Reduce -1.7% 38,456 $7.1M
Stokes Capital Advisors, LLC 1.63% Reduce -9.7% 38,452 $7.1M
Blue Sparrow, LLC 0.13% — 38,291 $7.1M
Horizon Investments, LLC 0.09% Add +39.9% 38,255 $7.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.3% 38,130 $7.1M
Brevan Howard Capital Management LP 0.15% Add +20.5% 37,970 $7.0M
Bleakley Financial Group, LLC 0.12% Add +7.9% 37,799 $7.0M
Allstate Corp. 0.10% Add +103.0% 37,697 $7.0M
WINTON GROUP Ltd 0.24% New 37,235 $6.9M
Illinois Municipal Retirement Fund 0.09% Reduce -5.2% 37,227 $6.9M
Bennett Selby Investments LP 2.22% Add +0.8% 37,182 $6.9M
Ipswich Investment Management Co., Inc. 1.60% Reduce -0.8% 37,168 $6.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +83.4% 37,037 $6.9M
King Luther Capital Management Corp. 0.03% Reduce -30.2% 36,882 $6.8M
Verition Fund Management LLC 0.04% Reduce -15.1% 36,786 $6.8M
Huntington National Bank 0.05% Reduce -2.4% 36,488 $6.8M
Sone Capital Management, LLC 0.54% New 35,830 $6.6M
Blair William & Co. 0.02% Reduce -23.3% 35,729 $6.6M
Onex Canada Asset Management Inc. 0.92% Reduce -6.1% 35,639 $6.6M
Franklin, Parlapiano, Turner & Welch, LLC 1.64% Add +4.9% 36,169 $6.6M
Benjamin Edwards Inc. 0.07% Add +26.6% 35,293 $6.5M
Mizuho Securities USA LLC 0.11% Reduce -0.4% 35,672 $6.5M
Canada Post Corp Registered Pension Plan 0.25% Add +1.4% 35,258 $6.5M
New Vernon Investment Management LLC 6.22% Add +100.0% 34,442 $6.4M
Aurdan Capital Management, LLC 1.96% Add +0.6% 34,298 $6.4M
M&T Bank Corp 0.02% Add +11.8% 34,279 $6.4M
Marks Group Wealth Management, Inc 0.60% Reduce -8.6% 34,037 $6.3M
Advisors Asset Management, Inc. 0.11% Add +13.0% 33,983 $6.3M
M&G PLC 0.03% Add +22.3% 33,706 $6.3M
Siemens Fonds Invest GmbH 0.33% Reduce -14.2% 33,224 $6.2M
Auxier Asset Management LLC 0.86% Reduce -1.5% 33,115 $6.1M
Intech Investment Management LLC 0.05% Add +0.8% 32,805 $6.1M
Orange Investment Advisors, Inc. 0.67% Reduce -30.5% 32,697 $6.1M
Bell Asset Management Ltd 1.61% Reduce -11.6% 32,325 $6.0M
Hamilton Capital Partners Inc. 0.22% Add +16.8% 32,391 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 26,703 $6.0M
Los Angeles Capital Management LLC 0.02% Reduce -5.3% 33,017 $5.9M
Hantz Financial Services, Inc. 0.09% Add +11.7% 31,714 $5.9M
Lathrop Investment Management Co. 1.04% Reduce -10.9% 31,029 $5.8M
Y-Intercept (Hong Kong) Ltd 0.13% Reduce -63.9% 31,018 $5.8M
Kentucky Retirement Systems 0.16% No change 30,987 $5.7M
Daiichi Life Insurance Co., Ltd. 0.15% Reduce -71.0% 30,428 $5.6M
First Manhattan Co. Llc. 0.01% Add +4.1% 30,282 $5.6M
Capitolis Liquid Global Markets LLC 0.03% No change 29,800 $5.5M
Schonfeld Strategic Advisors LLC 0.03% Reduce -46.1% 29,323 $5.4M
Erste Asset Management GmbH 0.05% Add +1.0% 28,657 $5.4M
1832 Asset Management L.P. 0.01% Add +85.2% 28,900 $5.4M
LBP Am SA 0.06% New 28,840 $5.4M
Panagora Asset Management Inc. 0.02% Reduce -73.8% 28,630 $5.3M
Parcion Private Wealth LLC 0.32% Add +1.6% 28,480 $5.3M
Hartford Investment Management Co. 0.16% Reduce -1.9% 28,352 $5.3M
Vestcor Inc 0.15% Reduce -28.7% 27,888 $5.2M
Norinchukin Bank, The 0.06% Add +4.6% 27,587 $5.1M
JB Capital LLC 0.21% Add +32.2% 27,414 $5.1M
Twinbeech Capital LP 0.36% Add +166.4% 27,337 $5.1M
Pinnacle Financial Partners, Inc. 0.04% — 27,274 $5.1M
Steward Partners Investment Advisory, LLC 0.03% Reduce -39.5% 27,233 $5.1M
Aviso Financial Inc. 0.19% Add +5.3% 27,083 $5.0M
Tower View Wealth Management LLC 2.48% Reduce -13.1% 26,989 $5.0M
Zions Bancorporation, National Association 0.23% Add +8.8% 26,699 $5.0M
Landscape Capital Management, L.L.C. 0.33% Add +94.7% 26,614 $4.9M
Metis Global Partners, LLC 0.12% Reduce -9.3% 26,546 $4.9M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +1.3% 26,527 $4.9M
Snowden Capital Advisors LLC 0.13% Reduce -7.7% 26,520 $4.9M
First National Bank of Mount Dora, Trust Investment Services 1.07% Add +1.2% 26,281 $4.9M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Add +1.2% 25,967 $4.8M
Bridgewater Associates 0.02% Reduce -58.5% 25,777 $4.8M
Nixon Peabody Trust Co. 0.36% Reduce -64.4% 25,775 $4.8M
Crossmark Global Holdings, Inc. 0.07% Reduce -8.0% 25,746 $4.8M
Bonness Enterprises Inc. 1.62% No change 25,300 $4.7M
Annandale Capital, LLC 0.76% Add +242.7% 21,380 $4.6M
Louisiana State Employees Retirement System 0.08% Reduce -3.1% 25,000 $4.6M
Harrington Investments, INC 2.33% Add +2.5% 24,981 $4.6M
Te Ahumairangi Investment Management Ltd 0.82% Add +6.8% 24,687 $4.6M
Gulf International Bank (UK) Ltd 0.15% No change 24,654 $4.6M
Maryland State Retirement & Pension System 0.09% No change 24,609 $4.6M
Magnetar Financial LLC 0.05% New 24,579 $4.6M
Concurrent Investment Advisors, LLC 0.05% Add +70.7% 24,202 $4.5M
iSAM Funds (UK) Ltd 1.61% New 24,119 $4.5M
Commerce Bank 0.02% Add +1.0% 24,081 $4.5M
Conning Inc. 0.16% Add +17.0% 23,938 $4.4M
SVB Wealth LLC 0.26% Reduce -14.2% 23,796 $4.4M
Merit Financial Group, LLC 0.04% Add +5.4% 23,754 $4.4M
QRG Capital Management, Inc. 0.05% Add +4.1% 23,730 $4.4M
FineMark National Bank & Trust 0.14% Reduce -9.3% 23,450 $4.4M
Exencial Wealth Advisors, LLC 0.14% Reduce -0.8% 23,397 $4.3M
CI Investments Inc. 0.02% Add +71.4% 23,231 $4.3M
Meiji Yasuda Asset Management Co Ltd. 0.21% Add +18.7% 23,227 $4.3M
Occidental Asset Management, LLC 0.52% Add +7.3% 23,178 $4.3M
Diversified Trust Co. 0.08% Reduce -0.3% 23,002 $4.3M
New Mexico Educational Retirement Board 0.13% Add +1.8% 22,641 $4.2M
ING Groep NV 0.03% Reduce -1.8% 22,613 $4.2M
Keybank National Association 0.01% Add +0.7% 22,416 $4.2M
Edmond DE Rothschild Holding S.A. 0.06% Reduce -54.0% 22,340 $4.1M
BNC Wealth Management, LLC 1.05% Reduce -0.5% 22,170 $4.1M
AlphaQuest LLC 0.23% Add +173.7% 22,134 $4.1M
Capital International Ltd. 0.14% Reduce -13.9% 22,073 $4.1M
Moneta Group Investment Advisors LLC 0.03% Reduce -2.1% 22,064 $4.1M
Natixis 0.02% Reduce -93.9% 21,256 $3.9M
NBT Bank, N.A. 0.25% Reduce -8.2% 21,214 $3.9M
Agf Management Ltd. 0.02% Add +2.7% 21,064 $3.9M
Machina Capital S.A.S. 0.74% Add +48.6% 21,016 $3.9M
Tower Research Capital LLC (TRC) 0.09% Add +177.8% 20,758 $3.9M
Morton Community Bank 0.83% Add +5.1% 20,432 $3.8M
Banque Cantonale Vaudoise 0.14% Add +15.6% 20,614 $3.8M
Brown, Lisle/Cummings, Inc. 0.93% Add +0.0% 20,348 $3.8M
Cary Street Partners Financial LLC 0.09% Reduce -12.0% 20,267 $3.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.26% Reduce -2.0% 20,189 $3.7M
Burling Wealth Partners, LLC 0.58% Reduce -9.7% 20,168 $3.7M
RBF Capital, LLC 0.17% No change 20,000 $3.7M
T. Rowe Price Investment Management, Inc. 0.00% Add +49.3% 19,911 $3.7M
Qsemble Capital Management, LP 0.31% New 19,894 $3.7M
AG2R La Mondiale Gestion D'actifs 0.16% Add +6.2% 19,682 $3.7M
Capital Planning Advisors, LLC 0.48% Reduce -11.5% 19,546 $3.6M
Larson Financial Group LLC 0.12% Reduce -8.3% 19,527 $3.6M
Lafayette Investments, Inc. 0.68% Reduce -0.7% 19,347 $3.6M
GAMCO Investors 0.03% No change 19,347 $3.6M
Mediolanum International Funds Ltd 0.04% Reduce -9.0% 19,130 $3.6M
Yacktman Asset Management 0.05% Add +11.2% 19,280 $3.6M
Suncoast Equity Management 0.36% Reduce -3.0% 19,220 $3.6M
Laird Norton Wetherby Trust Company, LLC 0.07% New 18,968 $3.5M
Vident Advisory, LLC 0.03% Reduce -8.1% 18,916 $3.5M
Cyndeo Wealth Partners, LLC 0.18% Reduce -2.8% 18,425 $3.4M
Brentview Investment Management LLC 1.54% Add +0.3% 18,363 $3.4M
Bessemer Group Inc. 0.01% Reduce -7.9% 18,242 $3.4M
Vise Technologies, Inc. 0.06% Add +24.4% 17,805 $3.3M
OMERS ADMINISTRATION Corp 0.02% No change 17,660 $3.3M
Essex LLC 0.58% Reduce -2.3% 17,613 $3.3M
PEAK6 LLC 0.09% New 17,516 $3.2M
Axxcess Wealth Management, LLC 0.06% Add +7.8% 17,500 $3.2M
Evelyn Partners Investment Management LLP 0.09% Reduce -1.9% 17,495 $3.2M
Aigen Investment Management, LP 0.75% New 17,425 $3.2M
Dakota Wealth Management 0.06% Add +524.5% 17,354 $3.2M
XTX Topco Ltd 0.08% Add +197.8% 17,311 $3.2M
Becker Capital Management Inc. 0.09% Reduce -1.2% 17,111 $3.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -4.0% 17,085 $3.2M
E. Ohman J:or Asset Management AB 0.07% Reduce -18.3% 17,021 $3.2M
Viking Fund Management LLC 0.37% New 17,000 $3.2M
North Dakota State Investment Board 0.12% — 16,928 $3.1M
Hancock Whitney Corp. 0.06% Reduce -86.0% 16,870 $3.1M
Plato Investment Management Ltd 0.20% No change 16,779 $3.1M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +5.0% 16,814 $3.1M
World Investment Advisors 0.05% Reduce -10.8% 16,712 $3.1M
Empirical Finance, LLC 0.15% Reduce -4.2% 16,679 $3.1M
Phoenix Financial Ltd. 0.03% Reduce -21.4% 16,437 $3.0M
Heritage Trust Co 0.31% Add +7.8% 16,349 $3.0M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +6.8% 16,287 $3.0M
Exchange Traded Concepts, LLC 0.03% Reduce -29.2% 16,250 $3.0M
Blue Trust, Inc. 0.03% Reduce -6.6% 16,221 $3.0M
Park Avenue Securities LLC 0.03% Reduce -5.7% 16,207 $3.0M
Campbell & CO Investment Adviser LLC 0.14% New 16,200 $3.0M
Tiaa Trust, National Association 0.01% Reduce -1.5% 16,191 $3.0M
Oak Thistle LLC 0.42% Add +981.0% 16,107 $3.0M
Bridgefront Capital, LLC 0.75% Add +178.8% 16,070 $3.0M
NewEdge Wealth, LLC 0.03% Add +16.8% 15,905 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.1% 15,653 $2.9M
American Trust 0.24% Reduce -1.5% 15,614 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -39.3% 15,533 $2.9M
OneDigital Investment Advisors LLC 0.03% Reduce -1.1% 15,466 $2.9M
Lighthouse Investment Partners, LLC 0.10% Reduce -36.3% 15,448 $2.9M
DRW Securities, LLC 0.21% Reduce -20.4% 15,168 $2.8M
Dark Forest Capital Management LP 0.13% Add +121.5% 15,066 $2.8M
Mechanics Bank Trust Department 0.37% Reduce -8.4% 15,033 $2.8M
Transcend Capital Advisors, LLC 0.22% Reduce -12.5% 14,976 $2.8M
Kintegral Advisory, LLC 0.23% Reduce -2.7% 14,940 $2.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -12.4% 14,689 $2.7M
UNIVEST FINANCIAL Corp 0.14% Reduce -14.1% 14,668 $2.7M
Ascent Group, LLC 0.09% Reduce -21.4% 14,661 $2.7M
HB Wealth Management, LLC 0.02% Add +3.3% 14,489 $2.7M
Kingsview Wealth Management, LLC 0.04% Reduce -3.9% 14,426 $2.7M
Mogy Joel R Investment Counsel Inc. 0.15% Reduce -32.3% 14,418 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -81.1% 14,311 $2.7M
United Capital Financial Advisors, LLC 0.02% Add +6.6% 14,229 $2.6M
Praxis Investment Management Inc. 0.16% Reduce -12.9% 14,208 $2.6M
Zurich Insurance Group Ltd 0.02% New 14,200 $2.6M
Freestone Capital Holdings, LLC 0.08% Add +2.8% 14,069 $2.6M
Union Heritage Capital, LLC 0.88% No change 14,064 $2.6M
Composition Wealth, LLC 0.04% Add +1.8% 13,889 $2.6M
Third View Private Wealth, LLC 0.34% — 13,775 $2.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -24.5% 13,772 $2.6M
Axq Capital, LP 0.58% Add +828.3% 13,767 $2.6M
Accurate Wealth Management, LLC 0.32% Add +1.9% 13,682 $2.5M
Bouvel Investment Partners, LLC 0.73% Add +1.7% 13,651 $2.5M
Founders Financial Securities LLC 0.15% Add +31.9% 13,382 $2.5M
Securian Asset Management, Inc. 0.09% Reduce -43.9% 13,321 $2.5M
Mufg Securities Americas Inc. 0.15% Reduce -0.5% 13,198 $2.4M
Abc Arbitrage SA 0.23% Reduce -6.3% 13,177 $2.4M
Quadrant Capital Group LLC 0.07% Reduce -4.8% 13,140 $2.4M
Walleye Capital LLC 0.01% Add +1619.6% 13,138 $2.4M
Sunstone Asset Management, LP 3.93% — 13,132 $2.4M
Cresset Asset Management, LLC 0.01% Add +16.0% 13,072 $2.4M
Financial Engines Advisors L.L.C. 0.00% Add +13.1% 13,029 $2.4M
Kentucky Retirement Systems Insurance Trust Fund 0.16% No change 12,988 $2.4M
Cincinnati Specialty Underwriters Insurance CO 0.56% New 12,976 $2.4M
Caprock Group, LLC 0.05% Reduce -15.5% 12,960 $2.4M
Palouse Capital Management, Inc. 1.55% Add +35.0% 12,857 $2.4M
Prosperity Consulting Group, LLC 0.11% Reduce -21.2% 12,714 $2.4M
Strategic Investment Advisors / MI 0.20% Reduce -12.4% 12,635 $2.3M
Kimelman & Baird, LLC 0.18% Reduce -1.3% 12,630 $2.3M
Ashton Thomas Securities, LLC 0.44% Add +242.4% 12,543 $2.3M
Coldstream Capital Management Inc. 0.03% Reduce -2.1% 12,564 $2.3M
Choreo, LLC 0.03% Reduce -3.8% 12,367 $2.3M
Hohimer Wealth Management, LLC 0.31% New 12,439 $2.3M
Waverly Advisors, LLC 0.02% Add +166.2% 12,383 $2.3M
Private Advisor Group, LLC 0.01% Add +2.1% 12,275 $2.3M
Argent Trust Co 0.08% Reduce -20.1% 12,266 $2.3M
Nomura Holdings Inc. 0.01% Reduce -3.2% 12,238 $2.3M
MAI Capital Management 0.01% Add +48.6% 12,227 $2.3M
Delta Global Management LP 0.16% Add +0.4% 12,157 $2.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.10% — 12,098 $2.2M
Commerzbank Aktiengesellschaft 0.05% Add +112.7% 12,038 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.0% 11,887 $2.2M
TCW Group Inc. 0.02% New 11,883 $2.2M
Howland Capital Management LLC 0.08% No change 11,694 $2.2M
South Dakota Investment Council 0.04% Reduce -5.7% 11,652 $2.2M
Signaturefd, LLC 0.03% Reduce -2.8% 11,585 $2.1M
HBK Sorce Advisory LLC 0.05% Reduce -0.9% 11,327 $2.1M
Rockland Trust Co. 0.08% Reduce -7.4% 11,183 $2.1M
Pinnacle Associates Ltd. 0.03% Add +7.2% 10,933 $2.0M
Vectors Research Management, LLC 0.62% Reduce -17.8% 10,908 $2.0M
Edgestream Partners, L.P. 0.06% Reduce -85.8% 10,702 $2.0M
R Squared Ltd 0.93% Add +77.1% 10,685 $2.0M
Cincinnati Indemnity Co. 4.93% New 10,596 $2.0M
Summit Financial, LLC 0.03% Reduce -2.5% 10,574 $2.0M
Summit Trail Advisors, LLC 0.03% Reduce -21.9% 10,526 $2.0M
HighPoint Advisor Group LLC 0.04% Reduce -1.3% 10,523 $2.0M
Jones Financial Companies LLLP 0.00% Add +10.1% 10,500 $1.9M
Ashton Thomas Private Wealth, LLC 0.05% Add +3.1% 10,495 $1.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.07% — 10,370 $1.9M
Global Retirement Partners, LLC 0.03% Add +104.8% 10,212 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -12.6% 10,191 $1.9M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.4% 10,172 $1.9M
Kepler Cheuvreux (Suisse) SA 0.11% Add +2.6% 10,089 $1.9M
Chesley Taft & Associates LLC 0.07% Add +66.4% 10,052 $1.9M
Meeder Advisory Services, Inc. 0.08% Add +5.4% 10,047 $1.9M
Wealthcare Advisory Partners LLC 0.04% Add +0.2% 10,018 $1.9M
Clearstead Advisors, LLC 0.02% Add +9.4% 10,008 $1.9M
Wealth Alliance, LLC 0.18% Add +1.2% 10,002 $1.9M
Shay Capital LLC 0.30% New 10,000 $1.9M
Cohen Klingenstein LLC 0.06% No change 10,000 $1.9M
River Wealth Advisors LLC 0.21% Reduce -19.8% 9,963 $1.8M
Syon Capital LLC 0.09% Add +10.8% 9,959 $1.8M
Fiduciary Trust Co 0.02% Reduce -16.8% 9,901 $1.8M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -18.2% 9,855 $1.8M
Ritholtz Wealth Management 0.03% Reduce -5.0% 9,843 $1.8M
Venture Visionary Partners LLC 0.06% Add +44.1% 9,667 $1.8M
Ballentine Partners, LLC 0.03% Add +2.7% 9,636 $1.8M
Equitable Holdings, Inc. 0.01% Add +152.8% 9,573 $1.8M
PICTET BANK & TRUST Ltd 2.13% Add +13.8% 9,549 $1.8M
Lecap Asset Management Ltd. 0.70% Reduce -35.0% 9,521 $1.8M
Greenleaf Trust 0.02% Add +6.5% 9,413 $1.7M
V-Square Quantitative Management LLC 0.18% Reduce -10.2% 9,393 $1.7M
EP Wealth Advisors, LLC 0.01% — 9,338 $1.7M
Voleon Capital Management LP 0.04% Add +34.6% 9,335 $1.7M
Citizens Financial Group Inc. 0.02% Reduce -7.0% 9,184 $1.7M
Tema ETFs LLC 0.13% Reduce -0.3% 9,117 $1.7M
RMR Wealth Builders 0.14% Add +0.6% 9,113 $1.7M
Tounjian Advisory Partners, LLC 0.57% New 9,078 $1.7M
Front Row Advisors LLC 0.56% Reduce -1.8% 9,065 $1.7M
IFP Advisors, Inc 0.04% Add +23.6% 9,063 $1.7M
Inceptionr LLC 0.46% New 8,985 $1.7M
Bowen Hanes & Co. Inc. 0.04% Reduce -26.7% 8,911 $1.7M
Impact Capital Partners LLC 0.49% Add +3.5% 8,890 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +0.9% 8,883 $1.6M
Mgo One Seven LLC 0.03% Add +46.1% 8,876 $1.6M
Capital Asset Advisory Services LLC 0.07% Add +15.3% 8,868 $1.6M
Tealwood Asset Management Inc. 0.74% Reduce -0.4% 8,855 $1.6M
Hills Bank & Trust Co 0.10% Reduce -15.7% 8,840 $1.6M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -6.8% 8,835 $1.6M
Regions Financial Corp. 0.01% Reduce -4.6% 8,815 $1.6M
Pinebridge Investments LLC 0.01% — 8,737 $1.6M
Smartleaf Asset Management LLC 0.06% Add +0.1% 8,568 $1.6M
Savant Capital, LLC 0.01% Add +16.4% 8,622 $1.6M
Daiwa Securities Group Inc. 0.01% Add +2.9% 79,977 $1.6M
Bokf, NA 0.02% Reduce -25.1% 8,599 $1.6M
Moody National Bank Trust Division 0.15% Reduce -29.8% 8,574 $1.6M
MASTERINVEST Kapitalanlage GmbH 0.15% Reduce -2.4% 8,436 $1.6M
Storen Legacy Partners, LLC 0.49% — 8,499 $1.6M
Mission Wealth Management, LP 0.03% Reduce -1.3% 8,444 $1.6M
Shelton Capital Management 0.03% Reduce -30.9% 8,414 $1.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.09% Reduce -57.9% 8,398 $1.6M
First Citizens Bank & Trust Co. 0.03% Add +1.2% 8,373 $1.6M
Ledyard National Bank 0.13% Add +8.8% 8,361 $1.6M
Aerodigm Wealth, LLC 0.60% No change 8,349 $1.5M
Pensionfund Sabic 0.42% No change 8,300 $1.5M
Ostrum Asset Management 0.07% Reduce -24.9% 8,287 $1.5M
Courier Capital LLC 0.09% Reduce -16.1% 8,281 $1.5M
Sumitomo Life Insurance Co. 0.04% Add +0.7% 8,215 $1.5M
Dumont & Blake Investment Advisors LLC 0.37% Add +0.1% 8,197 $1.5M
Farther Finance Advisors, LLC 0.02% Add +22.6% 8,160 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -0.6% 8,044 $1.5M
PFG Advisors 0.07% Reduce -47.8% 7,953 $1.5M
Perigon Wealth Management, LLC 0.03% Reduce -41.0% 7,896 $1.5M
Lantz Financial LLC 0.30% Add +0.3% 7,763 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +903.8% 7,649 $1.4M
Stance Capital LLC 0.52% Add +14.9% 7,610 $1.4M
Icon Wealth Advisors, LLC 0.09% Reduce -44.6% 7,594 $1.4M
Equitable Trust Co. 0.06% Add +16.4% 7,540 $1.4M
Brooklyn Investment Group 0.06% Add +38.8% 7,409 $1.4M
Westerkirk Capital Inc. 0.13% Reduce -8.6% 7,410 $1.4M
Dover Advisors, LLC 0.53% Reduce -9.8% 7,378 $1.4M
LS Investment Advisors, LLC 0.19% Reduce -5.2% 7,346 $1.4M
Virtu Financial LLC 0.05% Add +32.6% 7,335 $1.4M
TCTC Holdings, LLC 0.04% No change 7,247 $1.3M
Clifford Swan Investment Counsel LLC 0.04% Reduce -1.4% 7,225 $1.3M
Principal Securities, Inc. 0.02% Reduce -9.9% 7,217 $1.3M
GTS Securities LLC 0.05% Add +173.6% 7,216 $1.3M
Capstone Investment Advisors, LLC 0.01% Add +193.6% 7,156 $1.3M
NorthStar Asset Management LLC 0.60% Reduce -2.3% 7,131 $1.3M
Arkadios Wealth Advisors 0.03% Reduce -4.2% 7,037 $1.3M
McAdam, LLC 0.06% Reduce -0.1% 7,003 $1.3M
Essex Financial Services, Inc. 0.07% Add +95.4% 6,985 $1.3M
Quantitative Investment Management, LLC 0.12% New 6,888 $1.3M
Welch & Forbes LLC 0.02% Reduce -1.3% 6,844 $1.3M
Fideuram Asset Management (Ireland) dac 0.10% — 5,394 $1.3M
Boyd Watterson Asset Management LLC 0.36% Add +1.2% 6,791 $1.3M
US Asset Management LLC 1.03% Reduce -1.0% 6,778 $1.3M
Chatham Capital Group, Inc. 0.18% Reduce -13.7% 6,778 $1.3M
Wealthspire Advisors, LLC 0.01% Add +292.9% 6,739 $1.3M
WestHill Financial Advisors, Inc. 0.24% Add +215.7% 6,731 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -2.4% 6,720 $1.2M
RCS Financial Planning, LLC 0.54% Reduce -2.9% 6,703 $1.2M
EFG International AG 0.02% — 6,700 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -20.3% 6,682 $1.2M
United Bank 0.42% Add +1.9% 6,633 $1.2M
Arwa LLC 0.72% — 6,626 $1.2M
Smithfield Trust Co 0.05% No change 6,619 $1.2M
Beverly Hills Private Wealth, LLC 0.21% Reduce -1.8% 6,600 $1.2M
Dockside LLC 0.31% — 6,582 $1.2M
Sivia Capital Partners, LLC 0.25% Add +290.4% 6,558 $1.2M
Souders Financial Advisors 0.14% Reduce -7.2% 6,553 $1.2M
Relyea Zuckerberg Hanson LLC 0.12% Reduce -2.9% 6,545 $1.2M
Citizens & Northern Corp. 0.30% Reduce -3.3% 6,509 $1.2M
Parallel Advisors, LLC 0.02% Add +9.9% 6,486 $1.2M
Stevens Capital Management LP 0.42% Add +385.0% 6,431 $1.2M
Integrity Alliance, Llc. 0.04% Add +20.9% 6,411 $1.2M
Stephens Inc. 0.01% Add +22.3% 6,383 $1.2M
Belpointe Asset Management LLC 0.04% Reduce -27.6% 6,279 $1.2M
EverSource Wealth Advisors, LLC 0.04% Add +4.0% 6,264 $1.2M
Polymer Capital Management (US) LLC 0.15% Reduce -55.6% 6,209 $1.2M
Sompo Asset Management Co., Ltd. 0.20% Reduce -21.7% 6,200 $1.2M
Donaldson Capital Management, LLC 0.04% Reduce -40.0% 6,182 $1.1M
Exchange Bank 0.79% Add +0.1% 6,170 $1.1M
AA Financial Advisors, LLC 0.21% Add +10.4% 6,128 $1.1M
EntryPoint Capital, LLC 0.44% No change 6,067 $1.1M
Wimmer Associates 1, LLC 0.52% Reduce -2.4% 6,058 $1.1M
Graybill Wealth Management, LTD. 0.33% No change 6,053 $1.1M
Allworth Financial LP 0.00% Add +17.8% 6,050 $1.1M
Thompson Siegel & Walmsley LLC 0.02% No change 6,049 $1.1M
Hilltop Holdings Inc. 0.07% Reduce -39.5% 6,041 $1.1M
D.A. Davidson & Co. 0.01% Add +33.7% 6,036 $1.1M
Frank, Rimerman Advisors LLC 0.07% Add +91.5% 6,008 $1.1M
Longfellow Investment Management Co. LLC 0.25% Add +35.8% 5,943 $1.1M
Simplicity Wealth,LLC 0.07% Reduce -11.1% 5,919 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +20.1% 5,901 $1.1M
Elmwood Wealth Management, Inc. 0.34% Add +2.5% 5,867 $1.1M
Legacy Capital Wealth Partners, LLC 0.23% Add +11.5% 5,845 $1.1M
Diversify Advisory Services, LLC 0.03% Add +8.3% 5,911 $1.1M
Havemeyer Place LP 0.21% — 5,787 $1.1M
Norway Savings Bank 0.50% Reduce -10.3% 5,774 $1.1M
S-Bank Fund Management Ltd 0.14% Reduce -19.9% 5,766 $1.1M
Lester Murray Antman dba SimplyRich 0.28% Reduce -0.0% 5,743 $1.1M
DF Dent & Co. Inc. 0.02% Add +0.7% 5,728 $1.1M
Concord Asset Management, LLC 0.18% Reduce -5.8% 5,684 $1.1M
Concord Wealth Partners 0.14% Reduce -5.8% 5,684 $1.1M
Laurel Oak Wealth Management, LLC 0.18% — 5,663 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Reduce -7.5% 5,643 $1.0M
Nilsine Partners, LLC 0.09% Add +5.3% 5,572 $1.0M
Fidelis Capital Partners, LLC 0.07% Reduce -6.3% 5,556 $1.0M
JGP Wealth Management, LLC 0.11% Add +7.5% 5,548 $1.0M
Canandaigua National Bank & Trust Co. 0.09% Add +14.5% 5,538 $1.0M
GAMMA Investing LLC 0.05% Reduce -11.2% 5,533 $1.0M
Neville Rodie & Shaw Inc. 0.07% No change 5,530 $1.0M
Wedmont Private Capital 0.04% Reduce -20.0% 5,605 $1.0M
Ironwood Investment Counsel, LLC 0.14% Add +0.5% 5,523 $1.0M
Smith Salley Wealth Management 0.05% Add +4.5% 5,521 $1.0M
Novem Group 0.12% Add +38.3% 5,464 $1.0M
Gateway Investment Advisers LLC 0.01% Add +69.6% 5,464 $1.0M
Trust Asset Management LLC 0.07% Reduce -3.7% 5,454 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% Add +3.6% 5,381 $998K
Valeo Financial Advisors, LLC 0.02% Reduce -2.1% 5,357 $994K
Fieldview Capital Management, LLC 0.17% New 5,322 $987K
TD Private Client Wealth LLC 0.02% Reduce -31.5% 5,250 $974K
Walleye Trading LLC 0.02% Reduce -50.8% 5,249 $974K
Quadcap Wealth Management, LLC 0.11% Add +5.8% 5,219 $968K
Hamilton Point Investment Advisors, LLC 0.15% Add +0.6% 5,158 $957K
Wbi Investments, LLC 0.25% Add +4.8% 5,119 $950K
Broadway Wealth Solutions, Inc. 0.51% Reduce -0.3% 5,116 $949K
Employees Retirement System of Texas 0.01% Add +1084.5% 5,117 $949K
Profund Advisors LLC 0.03% Reduce -24.2% 5,097 $946K
Advisory Services Network, LLC 0.01% Reduce -32.5% 5,092 $945K
Cullen/Frost Bankers, Inc. 0.01% Reduce -9.6% 5,052 $937K
Chilton Investment Co. Inc. 0.02% Add +1.5% 5,006 $929K
Mach-1 Financial Group, LLC 0.19% New 5,005 $929K
Leavell Investment Management, Inc. 0.04% Add +0.0% 5,005 $928K
Ceeto Capital Group, LLC 0.27% Add +16.3% 5,000 $928K
Truefg, LLC 0.25% No change 5,000 $928K
Oppenheimer & Co. Inc. 0.01% Reduce -0.9% 4,968 $922K
Sagespring Wealth Partners, LLC 0.02% Reduce -11.2% 4,966 $921K
Fjell Capital, LLC 0.70% Add +4.2% 4,954 $919K
Checchi Capital Advisers, LLC 0.06% Reduce -5.7% 4,950 $918K
Bridgewater Advisors Inc. 0.06% Reduce -0.8% 5,153 $918K
Mattern Capital Management, LLC 0.11% Add +18.7% 4,941 $917K
SkyView Investment Advisors, LLC 0.12% Reduce -2.6% 4,928 $914K
Pallas Capital Advisors LLC 0.03% Add +33.0% 4,892 $908K
Gilbert & Cook, Inc. 0.11% Add +164.7% 4,886 $906K
West Paces Advisors Inc. 0.17% Reduce -12.4% 4,866 $903K
Boothbay Fund Management, LLC 0.02% Add +180.4% 4,853 $900K
Turtle Creek Wealth Advisors, LLC 0.07% Add +42.5% 4,848 $899K
Forum Financial Management, LP 0.01% Add +12.6% 4,815 $893K
Arax Advisory Partners 0.03% Reduce -74.7% 4,811 $892K
Simplex Trading, LLC 0.03% New 4,803 $891K
Cary Street Partners Investment Advisory LLC 0.24% Add +0.3% 4,799 $890K
Parsonex Advisory Services, Inc. 0.56% Reduce -2.5% 4,754 $882K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.0% 4,753 $882K
HM Payson & Co. 0.01% Reduce -4.5% 4,726 $877K
Atlantic Union Bankshares Corp 0.02% Add +1.2% 4,726 $877K
Journey Strategic Wealth LLC 0.02% Reduce -32.1% 4,724 $877K
Cigna Investments Inc. 0.13% Reduce -1.2% 4,708 $873K
Beck Bode, LLC 0.14% No change 4,689 $870K
West Family Investments, Inc. 0.20% Reduce -19.8% 4,678 $868K
Murphy Pohlad Asset Management LLC 0.33% No change 4,645 $862K
NorthCrest Asset Manangement, LLC 0.02% Add +37.4% 4,586 $859K
Quadrant Private Wealth Management, LLC 0.14% Reduce -0.5% 4,623 $858K
Oxford Asset Management LLP 0.30% New 4,606 $855K
NorthCoast Asset Management LLC 0.02% Reduce -94.1% 4,579 $850K
Center For Asset Management LLC 0.44% Reduce -18.1% 4,550 $844K
Bar Harbor Wealth Management 0.05% Reduce -1.9% 4,531 $841K
Venturi Wealth Management, LLC 0.04% Reduce -2.4% 4,495 $834K
Cascade Financial Partners, LLC 0.08% Reduce -4.3% 4,476 $830K
Boltwood Capital Management 0.22% Reduce -1.2% 4,473 $830K
Trust Co. of Toledo NA 0.08% Add +3.6% 4,453 $826K
Texas Capital Bank Wealth Management Services Inc 0.05% Reduce -8.9% 4,451 $826K
Sage Mountain Advisors LLC 0.04% Add +17.6% 4,436 $823K
Elevation Point Wealth Partners, LLC 0.04% Reduce -83.0% 4,432 $822K
CreativeOne Wealth, LLC 0.02% Reduce -57.3% 4,404 $817K
Kintra Wealth, LLC 0.11% New 4,376 $812K
TBH Global Asset Management, LLC 0.14% Reduce -2.6% 4,373 $811K
Integrated Advisors Network LLC 0.04% Reduce -13.4% 4,367 $810K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -20.8% 4,351 $807K
Wilmington Savings Fund Society, FSB 0.02% Reduce -36.9% 4,308 $799K
Baker Ellis Asset Management LLC 0.10% Reduce -23.4% 4,306 $799K
Western Wealth Management, LLC 0.04% Add +0.1% 4,295 $797K
Prospera Financial Services Inc 0.01% Reduce -65.9% 4,272 $793K
111 Capital 0.17% Add +193.5% 4,244 $787K
Regal Investment Advisors LLC 0.05% New 4,236 $786K
Net Worth Advisory Group 0.16% Add +11.7% 4,195 $778K
TOWER TRUST & INVESTMENT Co 0.49% Reduce -3.4% 4,168 $773K
Midwest Trust Co 0.01% Reduce -7.9% 4,162 $772K
GM Advisory Group, LLC 0.03% Reduce -0.8% 4,145 $769K
Connecticut Wealth Management, LLC 0.03% Reduce -5.5% 4,145 $769K
Ausdal Financial Partners, Inc. 0.04% Reduce -10.4% 4,129 $766K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 4,127 $766K
Chicago Partners Investment Group LLC 0.02% Add +108.3% 4,159 $762K
Marshall Financial Group, LLC 0.15% Reduce -3.2% 4,094 $760K
Mma Asset Management LLC 0.27% Add +1.7% 4,083 $757K
Level Four Advisory Services, LLC 0.02% Add +7.6% 4,070 $755K
Farringdon Capital, Ltd. 0.19% New 4,070 $755K
Alerus Financial NA 0.04% Reduce -73.7% 4,054 $752K
Wingate Wealth Advisors, Inc. 0.42% No change 4,040 $750K
Aaron Wealth Advisors LLC 0.04% Add +8.7% 4,040 $750K
Empower Advisory Group, LLC 0.00% Add +10.1% 4,008 $744K
Howard Capital Management, LLC 0.01% Add +5.2% 3,989 $740K
Tobam 0.18% Add +33141.7% 3,989 $740K
Sfmg, LLC 0.05% Add +0.8% 3,983 $739K
Signet Private Wealth LLC 0.70% — 3,945 $732K
Mutual Advisors, LLC 0.02% Reduce -10.9% 3,944 $732K
James Hambro & Partners LLP 0.03% Reduce -0.6% 3,928 $729K
First National Trust Co 0.02% Reduce -17.0% 3,912 $726K
Kondo Wealth Advisors, Inc. 0.28% Reduce -0.7% 3,902 $724K
Essex Investment Management Co. LLC 0.11% Reduce -0.9% 3,899 $723K
PDS Planning, Inc 0.05% Reduce -6.6% 3,897 $723K
Parisi Gray Wealth Management 0.16% No change 3,882 $720K
Nicolet Advisory Services, LLC 0.05% Add +7.8% 3,868 $718K
Coastal Bridge Advisors, LLC 0.05% Reduce -2.2% 3,852 $715K
Aries Wealth Management 0.16% Reduce -0.1% 3,829 $710K
Independent Advisor Alliance 0.02% Reduce -20.2% 3,810 $707K
VeraBank, N.A. 0.13% Reduce -3.4% 3,810 $707K
Sowell Financial Services LLC 0.03% Reduce -14.9% 3,805 $706K
Summit Global Investments 0.04% Reduce -66.8% 3,799 $705K
Matthew Goff Investment Advisor, LLC 0.12% Reduce -0.3% 3,749 $696K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +2.6% 3,734 $693K
Manchester Capital Management LLC 0.09% Add +1.2% 3,702 $687K
Persium Advisors, LLC 0.50% New 3,697 $686K
Allred Capital Management, LLC 0.25% Reduce -1.2% 3,664 $680K
Rothschild Investment LLC 0.04% Add +74.0% 3,662 $679K
Gryphon Financial Partners LLC 0.07% Add +13.9% 3,650 $677K
Fulton Bank, N.A. 0.02% Add +11.5% 3,647 $677K
Advance Capital Management, Inc. 0.03% Add +0.1% 3,643 $676K
Shira Ridge Wealth Management 0.27% Reduce -0.8% 3,641 $675K
Delta Investment Management, LLC 0.12% Add +3.4% 3,622 $672K
Westpac Banking Corp. 0.04% No change 3,614 $670K
Vista Investment Partners LLC 0.18% No change 3,600 $668K
Kathmere Capital Management, LLC 0.04% Reduce -31.8% 3,541 $657K
Legacy Wealth Asset Management, LLC 0.16% Reduce -2.5% 3,541 $657K
SBI Okasan Asset Management Co.Ltd. 0.04% — 3,500 $657K
Swmg, LLC 0.18% Reduce -13.8% 3,547 $656K
Caldwell Trust Co 0.06% Reduce -10.1% 3,531 $655K
Qtron Investments LLC 0.09% Reduce -4.9% 3,524 $654K
LGT Fund Management Co Ltd. 0.05% Reduce -18.4% 3,480 $652K
Sylvest Advisors, LLC 0.35% New 3,504 $650K
Integrated Wealth Concepts LLC 0.01% Reduce -15.6% 3,503 $650K
Noesis Capital Mangement Corp. 0.09% No change 3,500 $649K
Ofi Invest Asset Management 0.01% Add +201.3% 3,673 $645K
AlphaCore Capital LLC 0.01% Reduce -23.4% 3,443 $639K
Strategic Blueprint, LLC 0.04% Reduce -0.6% 3,434 $637K
PCM Encore, LLC 0.14% — 3,425 $635K
Verdence Capital Advisors LLC 0.04% Reduce -46.4% 3,390 $629K
PUREfi Wealth, LLC 0.48% Reduce -18.7% 3,379 $627K
Capital Group Investment Management Pte. LTD. 0.10% Reduce -28.3% 3,376 $626K
Advyzon Investment Management, LLC 0.07% Add +24.4% 3,370 $625K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,334 $619K
Buckley Wealth Management, LLC 0.16% Reduce -1.4% 3,329 $618K
Baker Tilly Wealth Management, LLC 0.15% Add +19.0% 3,283 $609K
Waller Financial Planning Group, Inc. 0.13% Add +0.5% 3,255 $604K
Kohmann Bosshard Financial Services, LLC 0.05% No change 3,244 $602K
Permanent Capital Management, LP 0.12% Add +0.5% 3,236 $600K
Parvin Asset Management, LLC 0.48% No change 3,230 $599K
STRS Ohio 0.00% Reduce -98.1% 3,211 $596K
Coign Capital Advisors LLC 0.31% Add +3.2% 3,201 $594K
Duncker Streett & Co. Inc. 0.11% No change 3,200 $594K
Yanni & Associates Investment Advisors, LLC 0.59% — 3,180 $590K
Williams Jones Wealth Management, LLC. 0.01% Reduce -3.0% 3,161 $586K
Defined Wealth Management, LLC 0.34% Add +0.3% 3,157 $586K
Rodgers Brothers Inc. 0.07% No change 3,150 $584K
Missouri Trust & Investment Co 0.17% No change 3,140 $583K
Faithward Advisors, LLC 0.08% Reduce -2.2% 3,111 $577K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -25.4% 3,105 $576K
White Pine Investment CO 0.14% No change 3,093 $574K
Vicus Capital 0.04% Reduce -0.0% 3,091 $573K
Bill Few Associates, Inc. 0.14% No change 3,085 $572K
UMB Bank, n.a. 0.01% Reduce -88.5% 3,067 $569K
Spirepoint Private Client, LLC 0.05% Reduce -0.5% 3,048 $565K
North Star Asset Management Inc. 0.02% No change 3,030 $562K
SOL Capital Management CO 0.05% No change 3,030 $562K
Insigneo Advisory Services, LLC 0.04% Add +6.4% 3,018 $560K
Meiji Yasuda Life Insurance Co 0.02% Add +12.9% 2,979 $553K
Florida Financial Advisors, LLC 0.15% Add +6.0% 2,975 $552K
Legacy Advisors, LLC 0.06% Reduce -22.8% 2,975 $552K
CSU Producer Resources, Inc. 1.65% New 2,967 $550K
Ninety One SA (Pty) Ltd 0.02% Add +165.2% 2,967 $550K
Stratos Wealth Partners, LTD. 0.01% Add +48.0% 2,965 $550K
44 Wealth Management LLC 0.18% Reduce -4.2% 2,953 $548K
Cynosure Group, LLC 0.06% Add +44.8% 2,940 $545K
McRae Capital Management Inc. 0.11% Add +6.2% 2,934 $544K
OpenArc Corporate Advisory, LLC 0.01% — 2,930 $544K
RiverFront Investment Group, LLC 0.01% Reduce -0.8% 2,907 $539K
Moors & Cabot, Inc. 0.02% Reduce -0.5% 2,879 $534K
Strid Group, LLC 0.07% No change 2,873 $533K
Evolve Private Wealth, LLC 0.03% — 2,873 $533K
Bison Wealth, LLC 0.06% Reduce -32.9% 3,013 $532K
Private Trust Co. NA 0.05% Reduce -80.5% 2,863 $531K
Kearns & Associates LLC 0.27% No change 2,860 $531K
Pure Financial Advisors, LLC 0.01% Add +6.8% 2,824 $524K
Sterling Wealth Management, Inc. 0.15% No change 2,817 $523K
Abel Hall, LLC 0.12% New 2,811 $522K
Thrive Wealth Management, LLC 0.08% Reduce -22.0% 2,810 $521K
Stokes Family Office, LLC 0.05% Add +47.1% 2,810 $521K
Meritas Wealth Management, LLC 0.25% No change 2,805 $520K
SOA Wealth Advisors, LLC. 0.08% No change 2,761 $512K
Advisors Capital Management, LLC 0.01% Add +14.2% 2,758 $512K
IHT Wealth Management, LLC 0.01% Add +19.4% 2,758 $512K
Rossby Financial, LCC 0.16% Reduce -38.7% 2,753 $511K
Compound Planning, Inc. 0.02% Reduce -23.9% 2,748 $510K
MQS Management LLC 0.30% Add +109.0% 2,744 $509K
Portland Global Advisors LLC 0.05% Reduce -13.5% 2,739 $508K
Matauro, LLC 0.08% Reduce -28.1% 2,737 $508K
Archvest Wealth Advisors, Inc. 0.32% Reduce -4.4% 2,718 $504K
Fulton Breakefield Broenniman LLC 0.03% Reduce -69.3% 2,713 $503K
Corps Capital Advisors, LLC 0.52% New 2,700 $501K
Venator Management LLC 0.11% New 2,700 $501K
Warther Private Wealth, LLC 0.12% Add +8.0% 2,699 $501K
PGIM Custom Harvest LLC 0.01% Reduce -1.0% 2,698 $501K
Penserra Capital Management LLC 0.01% Reduce -1.2% 2,704 $500K
Patrick M Sweeney & Associates, Inc. 0.31% Add +9.6% 2,684 $498K
Ellevest, Inc. 0.07% Add +16.7% 2,682 $498K
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.1% 2,664 $494K
Capital Advisors Inc. 0.01% Add +0.3% 2,657 $493K
Personal Cfo Solutions, LLC 0.08% Reduce -4.5% 2,653 $492K
LGT Group Foundation 0.01% Add +5.4% 2,607 $488K
Nvest Financial, LLC 0.20% Reduce -0.9% 2,624 $487K
Boston Research & Management Inc. 0.11% No change 2,620 $486K
Fulcrum Asset Management LLP 0.14% Reduce -2.9% 2,590 $485K
Quotient Wealth Partners, LLC 0.01% Reduce -31.0% 2,596 $482K
Csenge Advisory Group 0.02% Reduce -2.8% 2,582 $479K
C2C Wealth Management, LLC 0.40% No change 2,580 $479K
Jacobi Capital Management LLC 0.03% Add +33.5% 2,532 $470K
Soltis Investment Advisors LLC 0.03% Add +7.6% 2,529 $469K
Premier Path Wealth Partners, LLC 0.06% Reduce -1.1% 2,522 $468K
Evoke Wealth, LLC 0.01% Add +8.9% 2,515 $467K
CWA Asset Management Group, LLC 0.02% Reduce -18.7% 2,511 $466K
AMG National Trust Bank 0.01% Reduce -36.1% 2,506 $465K
Broderick Brian C 0.09% No change 2,500 $464K
Savvy Advisors, Inc. 0.01% Add +37.1% 2,496 $463K
Parsons Capital Management Inc. 0.03% Add +14.8% 2,495 $463K
Sigma Planning Corp 0.01% Reduce -0.2% 2,505 $462K
Montag A & Associates Inc. 0.02% No change 2,475 $459K
Nicolet Bankshares Inc. 0.07% Reduce -31.4% 2,474 $459K
NorthRock Partners, LLC 0.01% Reduce -67.1% 2,468 $458K
L2 Asset Management, LLC 0.06% Add +6.8% 2,465 $457K
Destination Wealth Management 0.01% New 2,455 $455K
Roble, Belko & Company, Inc 0.06% Add +56.8% 2,455 $455K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Add +538.0% 2,450 $455K
Middleton & Co. Inc. 0.05% Add +49.4% 2,443 $453K
Foguth Wealth Management, LLC. 0.07% — 2,479 $452K
Aberdeen Wealth Management LLC 0.21% No change 2,436 $452K
Trust Co 0.04% Add +29912.5% 2,401 $445K
Journey Advisory Group, LLC 0.04% Add +23.6% 2,224 $444K
Evergreen Capital Management LLC 0.01% Reduce -9.1% 2,384 $442K
Krilogy Financial LLC 0.01% New 2,405 $442K
Powell Investment Advisors, LLC 0.15% No change 2,359 $438K
Trust Point Inc. 0.03% Reduce -0.1% 2,346 $435K
Andina Capital Management, LLC 0.26% Add +2.6% 2,332 $433K
Avalon Trust Co 0.03% Reduce -21.1% 2,318 $430K
Goldenstone Wealth Management LLC 0.32% — 2,295 $426K
Procyon Advisors, LLC 0.02% Add +2.5% 2,279 $423K
Jefferies Financial Group Inc. 0.00% Reduce -79.1% 2,246 $417K
Intellus Advisors LLC 0.06% No change 2,241 $416K
Groupama Asset Managment 0.01% Reduce -9.4% 2,236 $415K
Frec Markets, Inc. 0.12% — 2,233 $414K
ARS Investment Partners, LLC 0.02% Reduce -10.1% 2,228 $413K
Clarkston Capital Partners, LLC 0.01% No change 2,225 $413K
Financial Consulate, Inc. 0.06% Add +7293.3% 2,218 $411K
Walter & Keenan Wealth Management LLC /in/ 0.11% Reduce -1.1% 2,208 $410K
Calamos Wealth Management LLC 0.01% Reduce -96.0% 2,203 $409K
Guardian Wealth Advisors, LLC / NC 0.03% Add +21.1% 2,190 $406K
Lawood & Co. 0.38% — 2,189 $406K
Fisher Asset Management 0.00% Add +36.3% 2,177 $404K
Sun Financial Inc 0.23% — 2,176 $404K
Eads & Heald Wealth Management 0.19% Reduce -4.7% 2,156 $400K
Caxton Associates LLP 0.01% Add +49.5% 2,141 $397K
71 West Capital Partners 0.02% — 2,140 $397K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.7% 2,138 $397K
Keel Point, LLC 0.02% Add +7.6% 2,113 $392K
Smith & Howard Wealth Management, LLC 0.09% No change 2,100 $390K
Federated Hermes, Inc. 0.00% Reduce -58.6% 2,097 $389K
Joel Isaacson & Co., LLC 0.01% Add +9.7% 2,087 $387K
Congress Asset Management Co. 0.00% No change 2,087 $387K
Fielder Capital Group LLC 0.08% Reduce -6.4% 2,076 $385K
Wick Capital Partners, LLC 0.07% New 2,075 $385K
Mosley Wealth Management 0.18% — 1,874 $384K
Reliant Investment Management, LLC 0.16% Reduce -7.6% 2,066 $383K
McElhenny Sheffield Capital Management, LLC 0.09% Add +10.3% 2,061 $382K
Stockman Wealth Management, Inc. 0.04% No change 2,045 $379K
Merrion Investment Management Co, LLC 0.20% No change 2,031 $377K
Aprio Wealth Management, LLC 0.02% Reduce -19.8% 1,750 $376K
Wallace Capital Management Inc. 0.04% Add +2.5% 2,010 $373K
S&co Inc. 0.02% No change 2,000 $371K
Hutchinson Capital Management 0.06% Reduce -0.1% 1,998 $371K
Robertson Stephens Wealth Management, LLC 0.01% Add +44.4% 1,991 $369K
Cornerstone Advisory, LLC 0.04% Reduce -10.4% 1,979 $367K
Riverwater Partners LLC 0.14% Add +33.9% 1,972 $366K
Trivium Point Advisory, LLC 0.04% Reduce -29.9% 1,961 $364K
Curated Wealth Partners LLC 0.04% New 1,959 $363K
CKW Financial Group 0.04% Add +0.3% 1,957 $363K
Northstar Financial Companies, Inc. 0.29% Add +0.7% 1,954 $362K
Nwam LLC 0.02% Reduce -6.6% 1,969 $362K
PharVision Advisers, LLC 0.18% Add +48.7% 1,944 $361K
Foundations Investment Advisors, LLC 0.00% Reduce -9.3% 1,944 $361K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -17.9% 1,937 $359K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.1% 1,932 $358K
Vest Financial, LLC 0.00% Add +28.6% 1,929 $358K
Talisman Wealth Advisors LLC 0.28% Reduce -6.2% 1,921 $356K
Acima Private Wealth, LLC 0.11% No change 1,917 $356K
Tower Bridge Advisors 0.04% Reduce -0.4% 1,916 $355K
Balefire, LLC 0.07% Add +11.4% 1,910 $354K
FAS Wealth Partners, Inc. 0.02% Add +37.4% 1,908 $354K
HUB Investment Partners, LLC 0.01% New 1,908 $354K
CenterBook Partners LP 0.02% New 1,906 $354K
GEM Asset Management, LLC 0.16% Reduce -0.3% 1,933 $354K
Mayflower Financial Advisors, LLC 0.04% Reduce -27.9% 1,896 $352K
Alta Advisers Ltd 0.13% Reduce -17.6% 1,878 $348K
Maridea Wealth Management LLC 0.05% Add +53.8% 1,876 $348K
Caerus Investment Advisors, LLC 0.12% New 1,871 $347K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -41.1% 1,934 $347K
Modera Wealth Management, LLC 0.00% Reduce -2.5% 1,865 $346K
SageView Advisory Group, LLC 0.01% Reduce -3.6% 1,858 $345K
waypoint wealth counsel 0.13% New 1,853 $344K
Heritage Wealth Management, Inc. 0.10% No change 1,852 $344K
Optas, LLC 0.05% Add +0.3% 1,829 $339K
LeClair Wealth Partners LLC 0.20% No change 1,820 $338K
FSM Wealth Advisors, LLC 0.05% Reduce -4.5% 1,806 $335K
Dillon & Associates Inc. 0.04% Reduce -0.9% 1,800 $335K
Verity & Verity, LLC 0.03% New 1,800 $334K
Private Wealth Asset Management, LLC 0.04% No change 1,798 $334K
Mayport, LLC 0.07% Add +1.4% 1,798 $334K
Financial Management Professionals, Inc. 0.03% Reduce -0.5% 1,788 $332K
Kelleher Financial Advisors 0.08% Add +0.1% 1,780 $330K
New Hampshire Trust 0.06% No change 1,778 $330K
Clarius Group, LLC 0.02% Reduce -4.3% 1,772 $329K
StoneX Group Inc. 0.01% Add +4.8% 1,762 $327K
Childress Capital Advisors, LLC 0.05% Reduce -17.2% 1,761 $327K
PFG Investments, LLC 0.02% Add +3.3% 1,758 $326K
Summit Asset Management, LLC 0.05% No change 1,756 $326K
Norris Perne & French LLP 0.02% No change 1,756 $326K
AGH Wealth Advisors, LLC 0.24% Reduce -4.0% 1,755 $326K
Evernest Financial Advisors, LLC 0.07% Reduce -19.9% 1,894 $324K
Ignite Planners, LLC 0.05% Add +13.1% 1,718 $323K
Sun Group Wealth Partners 0.26% — 1,738 $322K
Tempo Wealth, LLC 0.06% — 1,736 $322K
Everpar Advisors LLC 0.12% Add +7.7% 1,730 $321K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -5.8% 1,730 $321K
Marble Wealth, LLC 0.04% — 1,727 $320K
Avior Wealth Management, LLC 0.01% Reduce -0.6% 1,720 $319K
Douglass Winthrop Advisors, LLC 0.01% Reduce -0.1% 1,708 $317K
Deseret Mutual Benefit Administrators 0.14% Add +10.2% 1,706 $316K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.3% 1,702 $316K
Gratus Wealth Advisors, LLC 0.04% Reduce -12.8% 1,697 $315K
Abner Herrman & Brock LLC 0.03% Reduce -3.4% 1,690 $314K
Indivisible Partners 0.03% — 1,688 $313K
Hamilton Capital, LLC 0.02% — 1,688 $313K
Reynders McVeigh Capital Management, LLC 0.01% Add +0.1% 1,686 $313K
Citizens Business Bank 0.05% No change 890 $313K
Westco Advisory Services Inc. 0.19% — 1,681 $312K
Bellwether Advisors, LLC 0.05% Add +2.8% 1,679 $311K
EJMK Ventures LLC 0.19% — 1,677 $311K
Catalyst Financial Partners LLC 0.03% Reduce -8.4% 1,677 $311K
First Horizon Corp. 0.01% Add +86.6% 1,672 $310K
RVW Wealth, LLC 0.02% Add +1.2% 1,664 $309K
Bailard, Inc. 0.01% Add +8.1% 1,663 $309K
Investment Partners, LTD. 0.11% Reduce -2.7% 1,658 $308K
Legacy Financial Advisors, Inc. 0.04% Reduce -21.9% 1,658 $308K
Meridian Wealth Advisors, LLC 0.04% Reduce -1.3% 1,657 $307K
Penobscot Investment Management Company, Inc. 0.02% Reduce -32.1% 1,657 $307K
Columbia Bank 0.09% Reduce -2.8% 1,651 $306K
SeaCrest Wealth Management, LLC 0.03% Add +3.9% 1,673 $306K
Waldron Private Wealth LLC 0.01% Reduce -20.5% 1,626 $302K
Cane Capital Partners, LLC 0.13% — 1,623 $301K
Hibernia Wealth Partners, LLC 0.09% New 1,619 $300K
Davis R M Inc. 0.01% Add +6.6% 1,618 $300K
Hall Laurie J Trustee 0.10% No change 1,610 $299K
Mark Sheptoff Financial Planning, LLC 0.14% No change 1,609 $299K
TFR Capital, LLC. 0.10% Reduce -2.7% 1,607 $298K
Palisades Hudson Asset Management, L.P. 0.12% No change 1,607 $298K
GeoWealth Management, LLC 0.01% Reduce -5.8% 1,606 $298K
MCF Advisors LLC 0.02% Reduce -6.6% 1,605 $298K
Eastern Bank 0.01% Reduce -33.1% 1,602 $297K
Litman Gregory Wealth Management LLC 0.02% No change 1,589 $295K
Chesapeake Asset Management LLC 0.24% Reduce -41.4% 1,585 $294K
Detalus Advisors, LLC 0.07% No change 1,580 $293K
1015 Capital Partners, LLC 0.29% — 1,567 $291K
St Germain D J Co. Inc. 0.01% Add +8.3% 1,558 $289K
TCI Wealth Advisors, Inc. 0.02% Reduce -2.8% 1,550 $288K
SlateStone Wealth, LLC 0.02% Add +2.0% 1,549 $287K
Wellington Grp LLC 0.10% — 1,545 $287K
Ewa, LLC 0.07% Reduce -11.2% 1,544 $286K
New Republic Capital, LLC 0.08% New 1,543 $286K
IFC Advisors LLC 0.04% Add +2.5% 1,541 $286K
Stiles Financial Services Inc 0.09% Add +0.3% 1,537 $285K
Claro Advisors Inc. 0.04% Add +38.0% 1,535 $285K
Advisors Preferred, LLC 0.05% Add +31.6% 1,557 $284K
TFB Advisors LLC 0.08% Reduce -5.8% 1,530 $284K
J.E. Simmons & Co., P.C. 0.18% — 1,524 $283K
FourThought Financial Partners, LLC 0.02% Add +15.3% 1,521 $282K
iA Global Asset Management Inc. 0.00% No change 1,520 $282K
Drucker Wealth 3.0, LLC 0.05% Add +2.4% 1,519 $282K
Revisor Wealth Management LLC 0.08% Add +9.7% 1,552 $281K
Gladstone Institutional Advisory LLC 0.01% Reduce -25.7% 1,516 $281K
Daymark Wealth Partners, LLC 0.01% Add +3.1% 1,516 $281K
Prelude Capital Management, LLC 0.02% New 1,512 $281K
Drive Wealth Management, LLC 0.05% Add +11.4% 1,502 $279K
Rothschild Wealth LLC 0.03% New 1,501 $278K
Yoffe Investment Management, LLC 0.36% No change 1,500 $278K
Johnson & White Wealth Management, LLC 0.12% Reduce -1.3% 1,500 $278K
Lanark Financial, Inc. 0.02% Add +50.3% 1,500 $278K
Sentry Investment Management LLC 0.18% No change 1,497 $278K
Genesis Private Wealth, LLC 0.09% Reduce -6.8% 1,496 $278K
Cambient Family Office, LLC 0.04% — 1,496 $278K
Natural Investments, LLC 0.07% Reduce -0.3% 1,493 $276K
SmartHarvest Portfolios, LLC 0.10% — 1,484 $275K
D'Orazio & Associates, Inc. 0.04% Reduce -25.9% 1,484 $275K
Main Street Financial Solutions, LLC 0.02% Reduce -9.5% 1,479 $274K
KG Capital Management 0.07% Reduce -65.2% 1,477 $274K
PFS Partners, LLC 0.13% No change 1,470 $273K
Income Insurance Ltd 0.18% — 1,466 $272K
Wedbush Securities Inc. 0.01% Add +7.1% 1,459 $271K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -2.0% 1,452 $269K
Fayez Sarofim & Co 0.00% No change 1,450 $269K
Sax Wealth Advisors, LLC 0.01% Add +1.3% 1,450 $269K
Clear Creek Financial Management, LLC 0.02% Add +5.2% 1,449 $269K
Parallax Volatility Advisers, L.P. 0.01% New 1,444 $268K
Genesee Capital Advisors, LLC 0.11% Reduce -41.0% 1,436 $266K
Bolthouse Investments, LLC 0.24% No change 1,436 $266K
TigerOak Management, L.L.C. 0.08% Reduce -1.7% 1,435 $266K
Carret Asset Management, LLC 0.03% Reduce -9.5% 1,430 $265K
Teza Capital Management LLC 0.85% New 1,429 $265K
Synergy Investment Management, LLC 0.09% No change 1,426 $265K
J.W. Cole Advisors, Inc. 0.01% Reduce -19.7% 1,653 $264K
Everett Harris & Co. 0.00% No change 1,423 $264K
Main Line Retirement Advisors, LLC 0.13% Add +0.1% 1,421 $264K
HCR Wealth Advisors 0.03% Add +6.3% 1,418 $263K
International Assets Investment Management, LLC 0.02% New 1,417 $263K
Basecamp Wealth Advisors LLC 0.06% — 1,410 $262K
SYM FINANCIAL Corp 0.03% Add +39.7% 1,410 $262K
Rhumbline Advisers 0.00% Reduce -99.8% 1,406 $261K
Prestige Wealth Management Group LLC 0.05% Reduce -6.7% 1,403 $260K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -20.6% 1,403 $260K
Klingenstein Fields & Co. LP 0.01% Add +0.4% 1,401 $260K
Fiduciary Family Office, LLC 0.07% Reduce -73.6% 1,400 $260K
Mission Creek Capital Partners, Inc. 0.05% No change 1,400 $260K
Capital Wealth Planning, LLC 0.00% Reduce -8.5% 1,400 $260K
Tradewinds, LLC. 0.06% Reduce -13.5% 1,398 $259K
Breakwater Capital Group 0.04% Reduce -0.9% 1,395 $259K
Cromwell Holdings LLC 0.14% No change 1,390 $258K
Continuum Advisory, LLC 0.03% Reduce -15.3% 1,379 $256K
Essex Bank 0.06% Reduce -3.5% 1,371 $254K
Bank of New Hampshire 0.06% No change 1,370 $254K
Legacy Advisory Services, LLC 0.19% Add +0.4% 1,368 $254K
CYBER HORNET ETFs LLC 0.15% Add +2.2% 1,368 $254K
Mairs & Power Inc. 0.00% No change 1,356 $252K
Global Endowment Management, LP 0.03% Reduce -15.1% 1,352 $251K
Koshinski Asset Management, Inc. 0.02% Add +20.5% 1,351 $251K
Rice Hall James & Associates, LLC 0.01% No change 1,350 $250K
Gsa Capital Partners LLP 0.02% Reduce -41.0% 1,350 $250K
Busey Bank 0.01% Add +11.7% 1,346 $250K
Outlook Wealth Advisors, LLC 0.06% Add +1.8% 1,339 $248K
Farmers & Merchants Investments Inc. 0.01% No change 1,337 $248K
Sapient Capital LLC 0.00% Add +28.3% 1,323 $248K
Parkside Financial Bank & Trust 0.02% Reduce -7.5% 1,330 $247K
Avidian Wealth Enterprises, LLC 0.01% Add +13.0% 1,330 $247K
RFG Advisory, LLC 0.00% Reduce -0.9% 1,328 $246K
Texas Yale Capital Corp. 0.01% New 1,325 $246K
Blalock Williams, LLC 0.20% Reduce -0.9% 1,324 $246K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.5% 1,322 $245K
QTR Family Wealth, LLC 0.11% New 1,397 $245K
Acorn Creek Capital LLC 0.09% Reduce -3.7% 1,320 $245K
Old National Bancorp 0.00% Reduce -16.8% 1,319 $245K
Stronghold Wealth Management L.L.C. 0.36% — 1,317 $244K
Intellectus Partners, LLC 0.05% New 1,313 $244K
Proficio Capital Partners LLC 0.02% Reduce -2.8% 1,307 $242K
Earned Wealth Advisors, LLC 0.02% Reduce -28.9% 1,306 $242K
Signature Estate & Investment Advisors LLC 0.00% Reduce -1.6% 1,305 $242K
Mather Group, Llc. 0.00% Reduce -21.4% 1,305 $242K
Modern Wealth Management, LLC 0.00% Add +23.0% 1,303 $242K
Sterling Group Wealth Management, LLC 0.12% No change 1,302 $242K
Ancora Advisors LLC 0.01% Add +32.9% 1,294 $240K
Cornerstone Wealth Management, LLC 0.01% New 1,286 $239K
Vestor Capital, LLC 0.02% Reduce -24.0% 974 $238K
GC Wealth Management RIA, LLC 0.01% Reduce -79.2% 1,281 $238K
Nichols & Pratt Advisers LLP 0.01% No change 1,277 $237K
Parthenon LLC 0.03% No change 1,269 $235K
Amplius Wealth Advisors, LLC 0.02% Add +1.6% 1,269 $235K
Kinloch Capital, LLC 0.10% Add +1.0% 1,265 $235K
Goldstein Advisors, LLC 0.03% Add +12.9% 1,265 $235K
Harbour Investments, Inc. 0.00% Reduce -9.4% 1,264 $235K
Cahaba Wealth Management, Inc. 0.02% Add +0.2% 1,263 $234K
Great Lakes Advisors, LLC 0.00% Reduce -14.0% 1,262 $234K
OneAscent Family Office, LLC 0.16% New 1,261 $234K
COFG Advisors, LLC 0.06% — 1,260 $234K
YHB Investment Advisors, Inc. 0.02% No change 1,256 $233K
Lewis Asset Management, LLC 0.09% Reduce -7.2% 1,255 $233K
Twin Focus Capital Partners, LLC 0.03% No change 1,253 $233K
Millstone Evans Group, LLC 0.14% Reduce -5.5% 1,252 $232K
Townsquare Capital LLC 0.05% Add +8.0% 1,249 $232K
Stonebridge Financial Group, LLC / MO 0.20% — 1,246 $231K
First Nebraska Trust Co 0.02% No change 1,245 $231K
Diversified Enterprises, LLC 0.01% New 1,245 $231K
CSS LLC 0.04% New 1,240 $230K
Opal Wealth Advisors, LLC 0.06% New 1,234 $229K
Duncan Williams Asset Management, LLC 0.06% Add +0.2% 1,204 $228K
Eagle Harbor Asset Management Inc. 0.19% New 1,229 $228K
Stratos Wealth Advisors, LLC 0.01% Reduce -3.8% 1,219 $226K
New England Professional Planning Group Inc. 0.09% Reduce -4.0% 1,211 $225K
Pursuit Wealth Management LLC 0.19% — 1,210 $225K
Kovack Advisors, Inc. 0.01% New 1,202 $223K
Pathway Financial Advisors LLC 0.03% No change 1,200 $223K
Granite FO LLC 0.12% No change 1,200 $223K
Diligent Investors, LLC 0.05% Reduce -11.1% 1,200 $223K
Patton Fund Management, Inc. 0.03% Add +19.5% 1,200 $223K
Haverford Trust Co 0.00% New 1,199 $222K
AdvisorNet Financial, Inc 0.01% Add +13.8% 1,198 $222K
Pointe Capital Management LLC 0.11% Reduce -14.0% 1,197 $222K
Essential Partners LLC 0.07% Reduce -10.6% 1,196 $222K
Rossmore Private Capital 0.02% Reduce -9.1% 1,193 $221K
Northside Capital Management, LLC 0.02% No change 1,185 $220K
Palisade Capital Management, LP 0.01% New 1,184 $220K
Braun-Bostich & Associates Inc. 0.14% Reduce -4.2% 1,180 $219K
Tyche Wealth Partners LLC 0.03% No change 1,177 $218K
Prosperity Financial Group, Inc. 0.08% Reduce -77.8% 1,176 $218K
Ascentis Independent Advisors 0.04% Add +16.4% 1,176 $218K
Benchmark Financial Wealth Advisors, LLC 0.06% Add +0.3% 1,175 $218K
Westover Capital Advisors, LLC 0.04% Reduce -1.0% 1,174 $218K
Woodward Diversified Capital, LLC 0.10% Add +0.3% 1,171 $217K
Ariston Services Group 0.13% No change 1,168 $217K
Ariadne Wealth Management, LP 0.09% New 1,247 $216K
Palumbo Wealth Management LLC 0.05% New 1,164 $216K
Paragon Private Wealth Management, LLC 0.07% Reduce -1.4% 1,162 $216K
Avestar Capital, LLC 0.01% Reduce -56.4% 1,158 $215K
Hollencrest Capital Management 0.01% Reduce -12.4% 1,158 $215K
True North Advisors, LLC 0.03% New 1,155 $214K
Interchange Capital Partners, LLC 0.04% Add +9.7% 1,155 $214K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 1,153 $214K
Cornerstone Wealth Group, LLC 0.01% Reduce -8.7% 1,149 $213K
Nations Financial Group Inc, /Ia/ 0.01% New 1,147 $213K
Sound View Wealth Advisors Group, LLC 0.01% New 1,139 $211K
Waddell & Associates, LLC 0.01% New 1,139 $211K
Wesbanco Bank Inc. 0.01% Reduce -26.2% 1,136 $211K
AlphaGrep UK Ltd 0.07% — 1,135 $211K
Grove Bank & Trust 0.02% Reduce -4.5% 1,132 $210K
Strategic Wealth Partners, Ltd. 0.01% Reduce -11.7% 1,130 $210K
Trust Co. of Vermont 0.01% Reduce -11.2% 1,130 $210K
BIP Wealth, LLC 0.01% Reduce -6.0% 1,127 $209K
Resources Management Corp. /CT/ 0.03% No change 1,125 $209K
Angeles Wealth Management, LLC 0.01% New 1,126 $209K
Kingswood Wealth Advisors, LLC 0.01% Reduce -11.3% 1,126 $209K
Perpetual Ltd 0.00% New 1,122 $208K
Vantus Wealth LLC 0.15% — 1,121 $208K
Asset Allocation & Management Company, LLC 0.08% No change 1,111 $206K
Atala Financial Inc 0.13% Reduce -0.8% 1,281 $205K
Red Door Wealth Management, LLC 0.02% Reduce -0.7% 1,105 $205K
Bulltick Wealth Management, LLC 0.04% New 1,102 $204K
Burke & Herbert Bank & Trust Co. 0.06% New 1,097 $204K
Biltmore Family Office, LLC 0.03% New 1,097 $204K
Tandem Investment Advisors, Inc. 0.01% New 1,096 $203K
Five Oceans Advisors 0.07% Reduce -6.0% 1,092 $203K
Baron Wealth Management LLC 0.06% Reduce -11.6% 1,081 $201K
Flagship Harbor Advisors, LLC 0.01% Reduce -14.8% 1,044 $194K
Versant Capital Management, Inc 0.02% Add +48.4% 1,039 $193K
MV Capital Management, Inc. 0.02% Add +0.3% 1,023 $190K
Paradigm Asset Management Co. LLC 0.04% Reduce -9.1% 1,000 $186K
Horizon Bancorp Inc. 0.09% Reduce -6.7% 988 $183K
Bogart Wealth, LLC 0.01% Add +0.6% 976 $181K
Evelyn Partners Investment Management Services Ltd 0.02% Add +130.5% 968 $180K
Ascentis Wealth Management, LLC 0.05% Reduce -31.9% 959 $178K
Dixon Mitchell Investment Counsel Inc. 0.01% New 948 $176K
CVA Family Office, LLC 0.02% Reduce -2.1% 946 $176K
Quarry LP 0.03% Add +177.5% 902 $167K
DV Equities, LLC 0.03% — 883 $164K
Osterweis Capital Management Inc. 0.01% No change 841 $156K
Spire Wealth Management 0.01% Reduce -90.8% 831 $154K
Quent Capital, LLC 0.01% Add +32.8% 830 $154K
Sava Infond d.o.o. 0.02% No change 800 $148K
Clayton Financial Group LLC 0.07% No change 791 $147K
CENTRAL TRUST Co 0.00% Reduce -41.8% 775 $144K
Park Place Capital Corp 0.03% Add +24.8% 745 $138K
Summit Securities Group LLC 0.02% Reduce -14.1% 728 $135K
eCIO, Inc. 0.06% New 724 $134K
Independence Bank of Kentucky 0.02% Reduce -9.4% 721 $134K
Cohen & Steers, Inc. 0.00% No change 700 $130K
Lavaca Capital LLC 0.02% No change 700 $130K
Pacific Center for Financial Services 0.03% No change 615 $124K
HHM Wealth Advisors, LLC 0.01% Reduce -33.4% 666 $124K
Basepoint Wealth LLC 0.07% New 622 $116K
Rosenberg Matthew Hamilton 0.02% No change 611 $113K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 610 $113K
Washington Trust Advisors, Inc. 0.01% Add +1.5% 598 $111K
Clearstead Trust, LLC 0.02% Reduce -29.4% 593 $110K
Bruce G. Allen Investments, LLC 0.07% Reduce -21.1% 583 $108K
Leonteq Securities AG 0.01% Reduce -81.2% 582 $108K
Union Savings Bank 0.05% — 569 $106K
REAP Financial Group, LLC 0.02% Add +18.8% 568 $105K
Caden Capital Partners, LP 0.23% New 561 $104K
Nova Wealth Management, Inc. 0.07% No change 560 $104K
Colonial Trust Co / SC 0.01% Reduce -62.2% 560 $104K
Wealth Enhancement Trust Services, Inc. 0.01% — 559 $104K
Manning & Napier Advisors LLC 0.00% No change 548 $102K
Johnson Financial Group, Inc. 0.00% Reduce -3.5% 543 $101K
Mowery & Schoenfeld Wealth Management, LLC 0.14% Reduce -3.9% 539 $100K
USA Financial Formulas 0.02% Reduce -72.4% 536 $99K
Root Financial Partners, LLC 0.01% Reduce -14.3% 534 $99K
Anchor Investment Management, LLC 0.01% No change 529 $98K
Reflection Asset Management 0.06% — 479 $89K
SBI Securities Co., Ltd. 0.00% Add +3.5% 476 $88K
Harbor Investment Advisory, LLC 0.01% Add +3.3% 474 $88K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.4% 465 $86K
Salomon & Ludwin, LLC 0.01% Add +3.2% 456 $85K
Merrithew & Thorsten Inc 0.09% — 458 $85K
Hara Capital LLC 0.05% No change 453 $84K
Islay Capital Management, LLC 0.05% No change 450 $83K
Maseco LLP 0.00% New 448 $83K
Richardson Financial Services Inc. 0.03% Reduce -0.3% 406 $83K
Physician Wealth Advisors, Inc. 0.01% Add +59.6% 439 $81K
Pittenger & Anderson Inc. 0.00% No change 429 $80K
Kozak & Associates, Inc. 0.02% No change 427 $79K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -39.6% 423 $78K
Sachetta, LLC 0.04% Reduce -5.0% 422 $78K
GF Fund Management Co. LTD. 0.00% No change 415 $77K
DHJJ Financial Advisors, Ltd. 0.03% No change 410 $76K
New England Capital Financial Advisors LLC 0.03% No change 408 $76K
Lodestone Wealth Management LLC 0.03% New 406 $75K
Morse Asset Management, Inc 0.02% No change 405 $75K
Riverview Trust Co 0.09% No change 400 $74K
Minot DeBlois Advisors LLC 0.07% No change 400 $74K
Dagco, Inc. 0.02% Add +3.9% 398 $74K
SouthState Bank Corp 0.00% Add +27.9% 385 $71K
Caldwell Sutter Capital, Inc. 0.03% Add +20.5% 382 $71K
Addison Advisors LLC 0.02% Add +51.4% 380 $70K
Cornerstone National Bank & Trust Co 0.03% No change 375 $70K
Geneos Wealth Management Inc. 0.00% Add +13.7% 373 $69K
Nemes Rush Group LLC 0.01% Add +57.9% 371 $69K
Transamerica Financial Advisors, LLC 0.01% Add +59.7% 369 $68K
Acumen Wealth Advisors, LLC 0.02% — 368 $68K
DT Investment Partners, LLC 0.01% Add +302.2% 362 $67K
Silvant Capital Management LLC 0.00% No change 358 $66K
Raleigh Capital Management Inc. 0.02% Reduce -3.0% 358 $66K
Purpose Unlimited Inc. 0.00% — 354 $66K
Aventura Private Wealth, LLC 0.02% Reduce -5.4% 351 $65K
ORG Partners LLC 0.01% Add +11.9% 348 $65K
Keating Financial Advisory Services, Inc. 0.01% — 341 $63K
Legacies Wealth LLC 0.04% No change 334 $62K
Princeton Global Asset Management LLC 0.01% Reduce -96.0% 331 $61K
WPG Advisers, LLC 0.05% Reduce -33.9% 328 $61K
Sound Income Strategies, LLC 0.00% Add +3.1% 333 $61K
Tompkins Financial Corp. 0.00% Add +31.3% 327 $61K
Glen Eagle Advisors, LLC 0.01% Add +3.8% 325 $60K
True Wealth Design, LLC 0.02% Reduce -37.0% 313 $58K
HighMark Wealth Management LLC 0.02% No change 308 $57K
GW&K Investment Management, LLC 0.00% Add +27.1% 305 $57K
S&T Bank 0.02% No change 305 $57K
Heritage Wealth Advisors 0.00% Reduce -6.5% 303 $56K
Chelsea Counsel Co. 0.02% No change 300 $56K
Plante Moran Financial Advisors, LLC 0.00% Reduce -3.9% 300 $56K
General Partner, Inc. 0.03% No change 298 $55K
Webster Bank, N. A. 0.01% No change 297 $55K
Dunhill Financial, LLC 0.02% Add +0.3% 290 $54K
Meramec Financial Planners, LLC 0.02% — 288 $53K
Perkins Coie Trust Co 0.01% No change 286 $53K
Motco 0.00% No change 284 $53K
Triumph Capital Management 0.01% New 275 $51K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 273 $51K
J.Safra Asset Management Corp 0.00% New 267 $49K
Cornerstone Planning Group LLC 0.01% Reduce -8.9% 277 $49K
JFS Wealth Advisors, LLC 0.00% Add +63.2% 266 $49K
CoreCap Advisors, LLC 0.00% Add +4.3% 266 $49K
Pension & Wealth Management Advisors, Inc. 0.01% No change 264 $49K
Sarver Vrooman Wealth Advisors 0.03% Reduce -2.6% 262 $49K
Elevation Wealth Partners, LLC 0.02% Reduce -2.3% 252 $47K
Trifecta Capital Advisors, LLC 0.01% Reduce -13.5% 250 $46K
Volterra Technologies LP 0.05% New 249 $46K
Westside Investment Management, Inc. 0.01% Add +1.2% 251 $46K
University of Texas/Texas Am Investment Management Co. 0.01% New 243 $45K
Rialto Wealth Management, LLC 0.01% Add +1927.3% 223 $41K
MidFirst Bank 0.00% — 219 $41K
Bangor Savings Bank 0.00% No change 206 $38K
Covestor Ltd 0.02% Reduce -9.7% 206 $38K
Hanson & Doremus Investment Management 0.00% Reduce -3.7% 206 $38K
Activest Wealth Management 0.01% Add +1754.5% 204 $38K
Loomis Sayles & Co. L P 0.00% Reduce -3.4% 202 $37K
CBIZ Investment Advisory Services, LLC 0.00% Add +168.0% 201 $37K
Sankala Group LLC 0.03% — 199 $37K
Kemnay Advisory Services Inc. 0.01% New 195 $36K
Clean Yield Group 0.01% No change 193 $36K
Navalign, LLC 0.01% New 191 $35K
Stone House Investment Management, LLC 0.01% Reduce -5.0% 190 $35K
First Pacific Financial 0.00% Add +0.5% 189 $35K
Oakworth Capital, Inc. 0.00% Add +118.8% 186 $35K
First United Bank & Trust 0.01% Reduce -14.3% 185 $34K
Rogco, LP 0.01% No change 183 $34K
Elyxium Wealth, LLC 0.01% New 183 $34K
Frazier Financial Advisors, LLC 0.02% No change 181 $34K
Bayban 0.03% — 181 $34K
Asset Dedication, LLC 0.00% Add +16.9% 180 $33K
Albion Financial Group 0.00% Reduce -6.3% 180 $33K
Capital Analysts, LLC 0.00% No change 171 $32K
Ameriflex Group, Inc. 0.02% Reduce -58.3% 172 $32K
Canton Hathaway, LLC 0.01% No change 164 $30K
Swiss Re Ltd. 0.00% — 159 $29K
City Holding Co. 0.00% New 157 $29K
Pinnacle Bancorp, Inc. 0.01% Add +27.1% 155 $29K
Bell Investment Advisors, Inc 0.00% Reduce -19.8% 154 $29K
Atlas Capital Advisors Inc. 0.00% — 151 $28K
Delos Wealth Advisors, LLC 0.02% No change 148 $27K
Golden State Wealth Management, LLC 0.00% No change 146 $27K
KERR FINANCIAL PLANNING Corp 0.04% Reduce -6.0% 141 $27K
SHP Wealth Management 0.00% — 138 $26K
Essential Investment Partners LLC 0.02% — 135 $25K
Solstein Capital, LLC 0.01% No change 135 $25K
Aventus Investment Advisors, Inc. 0.02% No change 130 $24K
Piscataqua Savings Bank 0.02% No change 129 $24K
LRI Investments, LLC 0.00% No change 125 $23K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +190.7% 125 $23K
Fortitude Family Office, LLC 0.01% Reduce -53.4% 118 $22K
Entrust Financial LLC 0.02% — 116 $22K
Meeder Asset Management Inc. 0.00% Add +0.9% 114 $21K
New Age Alpha Advisors, LLC 0.00% Reduce -90.8% 112 $21K
Key Financial Inc 0.00% No change 111 $21K
High Note Wealth, LLC 0.00% Add +17.6% 107 $20K
Howard Hughes Medical Institute 0.01% No change 106 $20K
Legacy Wealth Managment, LLC 0.01% Add +472.2% 103 $19K
Cape Investment Advisory, Inc. 0.01% New 103 $19K
Garton & Associates Financial Advisors LLC 0.01% — 103 $19K
Chung Wu Investment Group, LLC 0.02% No change 102 $19K
Curat Global, LLC 0.02% No change 100 $19K
Colonial Trust Advisors 0.00% No change 100 $19K
TD Capital Management LLC 0.00% Reduce -40.1% 100 $18K
WealthCollab, LLC 0.01% No change 95 $18K
Truvestments Capital LLC 0.00% Add +5.7% 93 $17K
Raffa Wealth Management, LLC 0.00% Add +87.8% 92 $17K
Lloyd Advisory Services, LLC. 0.01% New 91 $17K
United Community Bank 0.01% No change 90 $17K
Steph & Co. 0.00% Add +21.6% 90 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $17K
McGuire Capital Advisors Inc. 0.01% — 89 $17K
Mascoma Wealth Management LLC 0.00% Add +9.0% 85 $16K
Boreal Capital Management LLC 0.01% No change 83 $15K
Signature Equity Partners, LLC 0.01% — 78 $14K
Highline Wealth Partners LLC 0.00% Add +85.4% 76 $14K
Aspect Partners, LLC 0.01% Add +7.0% 76 $14K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -15.1% 79 $14K
Align Financial, LLC 0.01% — 13,914 $14K
Greenline Wealth Management LLC 0.01% — 75 $14K
Kilter Group LLC 0.01% Add +85.0% 74 $14K
IMG Wealth Management, Inc. 0.01% Add +34.5% 74 $14K
Westfuller Advisors, LLC 0.01% Reduce -22.3% 73 $14K
GHP Investment Advisors, Inc. 0.00% No change 72 $13K
1248 Management, LLC 0.01% No change 72 $13K
Avion Wealth 0.00% Reduce -11.0% 73 $13K
Ares Financial Consulting, LLC 0.01% — 70 $13K
Abound Wealth Management 0.00% No change 70 $13K
American National Bank & Trust 0.00% Add +103.0% 67 $12K
North Star Investment Management Corp. 0.00% Add +214.3% 66 $12K
Field & Main Bank 0.00% No change 65 $12K
Navigoe, LLC 0.01% No change 70 $12K
Copia Wealth Management 0.01% No change 62 $12K
Pflug Koory, LLC 0.01% No change 61 $11K
Osbon Capital Management LLC 0.01% — 61 $11K
Reyes Financial Architecture, Inc. 0.01% New 60 $11K
Richards, Merrill & Peterson, Inc. 0.00% New 59 $11K
Hughes Financial Services, LLC 0.00% Add +30.9% 55 $10K
Wealth Watch Advisors, INC 0.00% Reduce -10.0% 54 $10K
Miller Global Investments, LLC 0.01% — 53 $10K
Cherry Tree Wealth Management, LLC 0.00% Reduce -56.6% 53 $10K
Steigerwald, Gordon & Koch Inc. 0.00% New 51 $9K
NCP Inc. 0.01% New 50 $9K
Kingdom Financial Group LLC. 0.00% New 48 $9K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -4.3% 45 $8K
Evelyn Partners Asset Management Ltd 0.00% No change 45 $8K
Investors Research Corp 0.00% No change 45 $8K
Guinness Atkinson Asset Management Inc 0.00% New 44 $8K
Prosperity Bancshares Inc 0.01% — 43 $8K
Red Tortoise LLC 0.00% No change 43 $8K
Vision Retirement, LLC 0.00% — 42 $8K
Joseph Group Capital Management 0.00% New 42 $8K
Atwood & Palmer Inc. 0.00% No change 42 $8K
Operose Advisors LLC 0.00% No change 41 $8K
Sunbelt Securities, Inc. 0.00% Add +64.0% 41 $8K
SJS Investment Consulting Inc. 0.00% Reduce -51.2% 40 $7K
Wilkerson Advisory Group LLC 0.00% — 40 $7K
Westend Capital Management, LLC 0.00% No change 40 $7K
Turning Point Benefit Group, Inc. 0.00% Add +1900.0% 40 $7K
Bfsg, LLC 0.00% No change 39 $7K
Bullock Wealth Management Group 0.00% — 39 $7K
Crews Bank & Trust 0.00% No change 39 $7K
Ransom Advisory, Ltd 0.00% New 38 $7K
Optima Capital LLC 0.00% New 36 $7K
Dogwood Wealth Management LLC 0.00% Reduce -78.6% 34 $6K
TFC Financial Management, Inc. 0.00% Reduce -5.6% 34 $6K
Redmont Wealth Advisors LLC 0.01% No change 33 $6K
Cornerstone Financial Management LLC 0.01% — 33 $6K
Tsfg, LLC 0.00% No change 35 $6K
Capital Advisors, Ltd. LLC 0.00% Reduce -80.8% 35 $6K
Towne Trust Company, N.A 0.00% New 32 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 32 $6K
Toth Financial Advisory Corp. 0.00% Add +28.0% 32 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +88.2% 32 $6K
Atomic Invest LLC 0.00% — 30 $6K
Laurel Wealth Advisors LLC 0.00% New 30 $6K
Tradewinds Capital Management, LLC 0.00% No change 29 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.4% 29 $5K
Principia Wealth Advisory, LLC 0.00% Add +61.1% 29 $5K
Tacita Capital Inc 0.00% No change 29 $5K
McIlrath & Eck, LLC 0.00% No change 29 $5K
Indiana Trust & Investment Management Co 0.00% Reduce -81.5% 28 $5K
Cedar Mountain Advisors, LLC 0.00% Reduce -28.9% 27 $5K
Valued Wealth Advisors LLC 0.00% Reduce -25.7% 26 $5K
Clark Wealth Partners 0.00% No change 24 $4K
Provenance Wealth Advisors, LLC 0.00% No change 24 $4K
PayPay Securities Corp 0.13% Add +21.1% 23 $4K
Torren Management, LLC 0.00% — 23 $4K
Private Wealth Management Group, LLC 0.00% Reduce -78.9% 23 $4K
Creative Financial Designs Inc. 0.00% Reduce -50.0% 23 $4K
Sunrise Financial Services, LLC 0.00% — 22 $4K
Quattro Advisors LLC 0.00% — 20 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $4K
United Financial Planning Group LLC 0.00% New 20 $4K
Strive Financial Group ,LLC 0.00% — 20 $4K
First Command Advisory Services, Inc. 0.00% Add +81.8% 20 $4K
Pacifica Partners Inc. 0.00% No change 20 $4K
Global Wealth Strategies & Associates 0.00% Reduce -29.6% 19 $4K
YANKCOM Partnership 0.00% New 19 $4K
Prudent Man Investment Management, Inc. 0.00% New 19 $4K
Bare Financial Services, Inc 0.00% Reduce -54.8% 19 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $4K
Archer Investment Corp 0.00% No change 16 $3K
WestEnd Advisors, LLC 0.00% Add +33.3% 16 $3K
Imprint Wealth LLC 0.01% New 15 $3K
Corsicana & Co. 0.00% No change 14 $3K
MTM Investment Management, LLC 0.00% No change 13 $2K
Nvwm, LLC 0.00% Reduce -90.2% 13 $2K
American Capital Advisory, LLC 0.00% Add +20.0% 12 $2K
Asset Planning,Inc 0.00% No change 12 $2K
POM Investment Strategies, LLC 0.00% No change 10 $2K
Merited Wealth, LLC 0.00% — 10 $2K
BankPlus Trust Department 0.00% No change 10 $2K
Monetary Solutions, Ltd 0.00% — 9 $2K
Godfrey Financial Associates, Inc. 0.00% — 9 $2K
MPWM Advisory Solutions, LLC 0.00% No change 9 $2K
Rakuten Securities, Inc. 0.00% No change 9 $2K
Quaker Wealth Management, LLC 0.00% Add +60.0% 8 $1K
Whipplewood Advisors, LLC 0.00% New 8 $1K
Networth Advisors, LLC 0.00% — 7 $1K
Marquette Asset Management, LLC 0.00% Reduce -86.8% 7 $1K
Breakwater Investment Management 0.00% Add +200.0% 6 $1K
DecisionPoint Financial, LLC 0.00% No change 6 $1K
Davis Capital Management 0.00% Add +20.0% 6 $1K
Anfield Capital Management, LLC 0.00% No change 6 $1K
Benson Wealth Management INC 0.00% — 5 $928
Seneschal Advisors, LLC 0.00% No change 5 $928
HFM Investment Advisors, LLC 0.00% No change 5 $928
Tucker Asset Management LLC 0.00% New 5 $928
West Branch Capital LLC 0.00% Reduce -93.4% 4 $743
Chilton Capital Management LLC 0.00% New 4 $743
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 3 $565
Evolution Wealth Management Inc. 0.00% New 3 $557
NorthAvenue LLC 0.00% — 2 $372
Portfolio Resources Advisor Group, Inc. 0.00% — 2 $371
Elevated Capital Advisors, LLC 0.00% New 2 $371
Y.D. More Investments Ltd 0.00% Reduce -9.9% 353 $205
Winnacle Wealth LLC 0.00% Reduce -91.7% 1 $186

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