Marsh & McLennan CosMRSH

13F holders, Q1 2026 (March 31)
1,547holders −47
115new positions
163sold out
11famous investors
$173.50avg. 13F price*

At the end of Q1 2026, 1,547 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, down 47 from Q4 2025. 115 opened new positions and 163 sold out. The largest holders were BlackRock, Inc. ($7.3B), Vanguard Capital Management LLC ($5.5B) and State Street Corp. ($3.8B). 11 famous investors held it, including Bill Nygren (1.2% of Harris Associates (Oakmark Funds)'s portfolio), Tom Gayner (1.1% of Markel Group's portfolio) and Cliff Asness (0.3% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions115$1.4B
Exits163$1.0B

All 13F filers, Q4 2025 → Q1 2026: 44,373,373 shares bought and 33,149,860 shares sold, net +11,223,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,547 holders

BlackRock, Inc. 0.13% Add +4.0% 42,061,676 $7.3B
Vanguard Capital Management LLC 0.14% — 31,467,674 $5.5B
State Street Corp. 0.13% Add +0.9% 22,070,945 $3.8B
Capital World Investors 0.43% Add +6.2% 17,969,182 $3.1B
Wellington Management Group LLP 0.56% Add +8.6% 17,370,709 $3.0B
Capital International Investors 0.64% Reduce -16.3% 15,713,853 $2.7B
Geode Capital Management, LLC 0.14% Add +15.1% 13,404,172 $2.3B
Vanguard Portfolio Management LLC 0.11% — 12,427,946 $2.2B
Capital Research Global Investors 0.30% Add +41.5% 11,301,188 $2.0B
T. Rowe Price Associates Inc. 0.22% Add +19.1% 10,976,286 $1.9B
FMR LLC 0.09% Reduce -33.1% 10,180,705 $1.8B
Massachusetts Financial Services Co. 0.48% Reduce -5.3% 8,200,309 $1.4B
Morgan Stanley 0.07% Reduce -5.8% 6,473,992 $1.1B
Clearbridge Investments, LLC 0.97% Add +26.5% 6,423,531 $1.1B
JPMorgan Chase & Co. 0.07% Add +42.4% 6,093,392 $1.1B
Ameriprise Financial Inc. 0.22% Add +14.6% 5,488,537 $951.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Add +14.0% 5,182,517 $898.9M
Harris Associates (Oakmark Funds) 1.20% New 5,169,119 $896.6M
Northern Trust Corp. 0.11% Reduce -6.3% 4,965,079 $861.2M
Bank of America Corp. 0.06% Reduce -10.6% 4,939,614 $856.8M
Artisan Partners Limited Partnership 1.38% Add +45.2% 4,875,857 $845.7M
UBS Group AG 0.15% Add +24.6% 4,721,091 $818.9M
American Century Companies Inc. 0.38% Add +81.7% 4,234,327 $734.4M
Nuveen, LLC 0.20% Add +8.0% 4,167,487 $722.9M
Ninety One UK Ltd 1.62% Add +13.8% 4,029,142 $698.9M
Invesco Ltd. 0.07% Add +12.3% 3,884,778 $673.8M
Deutsche Bank AG 0.21% Add +10.0% 3,704,174 $642.5M
AQR Capital Management 0.29% Add +148.6% 3,673,987 $637.3M
Goldman Sachs Group Inc. 0.08% Reduce -8.5% 3,672,959 $637.1M
Mawer Investment Management Ltd. 3.90% Reduce -11.0% 3,475,590 $602.8M
Arrowstreet Capital, Limited Partnership 0.32% Add +25.3% 3,454,586 $599.2M
Royal Bank of Canada 0.11% Add +4.7% 3,316,579 $575.3M
Bank of New York Mellon Corp 0.10% Reduce -2.0% 3,254,021 $564.4M
Legal & General Group Plc 0.12% Reduce -2.5% 3,066,184 $531.8M
Charles Schwab Investment Management Inc. 0.08% Add +2.8% 3,033,148 $526.1M
Vanguard Fiduciary Trust Co. 0.12% — 2,733,760 $474.2M
Wells Fargo & Company 0.09% Add +5.5% 2,579,008 $447.3M
BNP Paribas Financial Markets 0.30% Add +78.2% 2,566,547 $445.2M
Stifel Financial Corp. 0.37% Add +6.9% 2,307,361 $400.2M
Amundi 0.11% Reduce -31.7% 2,298,833 $398.7M
Parnassus Investments, LLC 1.12% Add +1.7% 2,210,439 $383.4M
Alliancebernstein L.P. 0.12% Add +7.7% 1,981,282 $367.6M
Dimensional Fund Advisors LP 0.07% Add +0.2% 2,033,933 $352.8M
W1M Asset Management Ltd 3.82% Add +6.5% 2,023,752 $350.9M
D. E. Shaw & Co. 0.25% Reduce -33.4% 1,729,550 $300.0M
Navera Investment Management Ltd. 7.44% Reduce -4.2% 1,680,646 $291.5M
Lazard Asset Management LLC 0.46% Reduce -5.0% 1,623,755 $281.6M
Manufacturers Life Insurance Company, The 0.24% Add +3.1% 1,572,947 $272.8M
Franklin Resources Inc. 0.07% Reduce -1.1% 1,537,940 $266.8M
Swiss National Bank 0.14% Add +6.6% 1,437,800 $249.4M
Barclays PLC 0.09% Reduce -6.0% 1,375,355 $238.6M
Rathbones Group PLC 0.94% Add +1.9% 1,356,972 $235.4M
CANADA LIFE ASSURANCE Co 0.42% Add +1.6% 1,337,344 $232.9M
First Trust Advisors LP 0.17% Add +4.9% 1,332,401 $231.1M
Nippon Life Insurance Co. 4.46% No change 1,311,350 $227.5M
Raymond James Financial Inc. 0.07% Add +20.8% 1,228,062 $213.0M
DekaBank Deutsche Girozentrale 0.35% No change 1,193,291 $211.8M
Polar Capital Holdings Plc 0.92% Add +26.4% 1,220,000 $211.6M
Jensen Investment Management Inc. 3.94% Add +6.2% 1,151,204 $199.7M
Envestnet Asset Management Inc. 0.05% Add +0.1% 1,133,483 $196.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +6.0% 1,121,710 $194.5M
California Public Employees Retirement System 0.12% Reduce -12.6% 1,105,853 $191.8M
Swedbank AB 0.20% Reduce -0.1% 1,105,265 $191.7M
Vanguard Global Advisers, LLC 0.10% — 1,098,115 $190.5M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -6.0% 1,094,197 $189.8M
Voloridge Investment Management, LLC 0.76% Reduce -36.4% 1,091,938 $189.4M
HSBC Holdings PLC 0.10% Reduce -13.5% 985,680 $171.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.15% — 980,335 $170.0M
Storebrand Asset Management As 0.47% Reduce -1.3% 942,473 $163.5M
TD Asset Management Inc 0.13% Reduce -1.1% 939,368 $162.9M
Rhumbline Advisers 0.13% Add +64061.7% 902,114 $156.5M
FIL Ltd 0.12% Reduce -31.2% 867,537 $150.5M
Natixis Advisors, LLC 0.20% Reduce -1.6% 849,616 $147.4M
Acadian Asset Management LLC 0.21% Add +12.9% 844,067 $146.4M
Longview Partners (Guernsey) LTD 1.99% Reduce -59.8% 810,308 $140.5M
Canada Pension Plan Investment Board 0.09% Add +159.0% 809,639 $140.4M
Beutel, Goodman & Co Ltd. 0.92% New 779,770 $135.3M
Markel Group 1.11% Add +0.2% 763,500 $132.4M
Capital International, Inc. 1.00% Add +8.6% 741,655 $128.6M
California State Teachers Retirement System 0.13% Reduce -3.0% 729,798 $126.6M
Primecap Management Co. 0.10% Add +38.5% 717,500 $124.5M
Mackenzie Financial Corp. 0.15% Add +5.0% 713,781 $123.8M
Caisse de depot et placement du Quebec 0.20% Add +11.6% 710,709 $123.3M
Jones Financial Companies LLLP 0.06% Add +6793.2% 723,789 $122.4M
Two Sigma Investments, LP 0.10% Reduce -45.9% 676,619 $117.4M
SG Americas Securities, LLC 0.12% Add +483.8% 644,704 $111.8M
Epoch Investment Partners, Inc. 0.68% Reduce -10.2% 644,170 $111.7M
PNC Financial Services Group, Inc. 0.06% Reduce -0.8% 643,360 $111.6M
DAVENPORT & Co LLC 0.61% Add +23.6% 634,227 $110.2M
Assetmark, Inc. 0.22% Reduce -2.6% 628,686 $109.0M
Jupiter Asset Management Ltd. 0.57% New 622,465 $107.4M
Principal Financial Group Inc. 0.06% Add +0.9% 610,447 $105.9M
Robeco Institutional Asset Management B.V. 0.15% Add +102.3% 605,301 $105.0M
Marshall Wace, LLP 0.11% Add +490.7% 605,053 $104.9M
Prudential Financial Inc. 0.13% Add +37.4% 601,893 $104.4M
Cryder Capital Partners LLP 6.68% Add +23.4% 589,456 $102.2M
Mariner, LLC 0.12% Add +33.2% 576,070 $99.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% Add +3.1% 555,673 $97.0M
New York State Common Retirement Fund 0.13% Reduce -3.8% 549,823 $95.4M
Quilter Plc 1.61% Add +15.8% 529,206 $91.8M
Citigroup Inc. 0.06% Add +10.7% 523,616 $90.8M
Bank of Montreal 0.04% Reduce -6.0% 515,363 $89.4M
Johnson Investment Counsel Inc. 0.69% Add +0.9% 490,552 $85.1M
Bradley Foster & Sargent Inc. 1.28% Reduce -6.0% 474,702 $82.3M
Lord, Abbett & Co. LLC 0.28% Reduce -12.3% 474,245 $82.3M
Munich Reinsurance Co Stock Corp in Munich 1.96% Add +99.8% 460,618 $79.9M
Russell Investments Group, Ltd. 0.08% Add +8.3% 450,043 $78.2M
Scharf Investments, LLC 2.40% Add +25.6% 449,343 $77.9M
Nomura Asset Management International Inc. 0.13% Add +10.0% 443,823 $77.0M
Bahl & Gaynor LLC 0.38% Reduce -66.2% 435,210 $75.5M
State Board of Administration of Florida Retirement System 0.14% Reduce -0.2% 434,870 $75.4M
Pictet Asset Management Holding SA 0.08% Add +2.7% 430,325 $74.6M
Birch Hill Investment Advisors LLC 3.33% Reduce -2.5% 427,559 $74.2M
LPL Financial LLC 0.02% Add +3.8% 420,824 $73.0M
Sarasin & Partners LLP 0.87% Reduce -55.9% 412,712 $71.6M
Aberdeen Group plc 0.12% Add +2.2% 412,136 $71.5M
Aviva PLC 0.11% Reduce -4.5% 393,705 $68.3M
Bank of Nova Scotia 0.12% Add +39.0% 392,851 $68.1M
PFA Pension, Forsikringsaktieselskab 0.20% Reduce -0.1% 387,863 $67.3M
Silvercrest Asset Management Group LLC 0.48% Reduce -2.7% 386,753 $67.1M
Thrivent Financial for Lutherans 0.13% Add +87.8% 381,811 $66.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -20.3% 375,476 $65.2M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +4.1% 366,269 $63.5M
Renaissance Technologies 0.10% Reduce -8.1% 365,500 $63.4M
Korea Investment CORP 0.13% Add +28.3% 363,170 $63.0M
Madison Asset Management, LLC 0.77% Add +22.6% 355,913 $61.7M
Adage Capital Partners Gp, L.L.C. 0.09% New 353,661 $61.3M
L1 Capital International Pty Ltd 3.65% Reduce -1.3% 352,836 $61.2M
New York State Teachers Retirement System 0.12% No change 341,676 $59.3M
Impax Asset Management Group plc 0.41% Reduce -21.0% 337,944 $58.6M
Sei Investments Co. 0.05% Add +22.0% 334,007 $57.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.31% Add +55.7% 331,981 $57.6M
Capital Fund Management S.A. 0.50% Add +144.9% 323,016 $56.0M
Eminence Capital, LP 1.27% New 320,386 $55.6M
Man Group plc 0.12% Add +352.0% 319,008 $55.3M
Ninety One North America, Inc. 2.42% Add +16.4% 310,998 $53.9M
Nomura Asset Management Co. Ltd. 0.14% Add +1.0% 308,977 $53.6M
Baird Financial Group, Inc. 0.08% Reduce -1.7% 307,661 $53.4M
APG Asset Management N.V. 0.17% Reduce -3.7% 353,772 $53.3M
Crawford Investment Counsel Inc. 0.88% Reduce 0.0% 297,669 $51.6M
Cincinnati Financial Corp. 0.97% No change 278,334 $48.3M
Danske Bank A/S 0.12% Add +0.5% 277,796 $48.2M
Cincinnati Insurance Co. 0.72% No change 275,766 $47.8M
Truist Financial Corp. 0.06% Reduce -5.8% 269,560 $46.8M
Banque Pictet & Cie SA 0.54% Reduce -5.0% 267,676 $46.4M
State of Wisconsin Investment Board 0.10% Add +2.9% 262,462 $45.5M
Ako Capital LLP 0.89% Reduce -82.4% 261,527 $45.4M
Vaughan David Investments LLC 0.96% Add +3.4% 261,376 $45.3M
HighTower Advisors, LLC 0.05% Reduce -24.9% 258,243 $44.8M
AMF Tjanstepension AB 0.30% Reduce -6.0% 257,521 $44.7M
Capital Investment Advisors, LLC 0.63% Add +55.9% 248,947 $43.2M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -55.0% 248,408 $43.1M
Quantinno Capital Management LP 0.07% Add +57.2% 246,855 $42.8M
Allspring Global Investments Holdings, LLC 0.07% Add +3.4% 247,577 $42.6M
Vanguard Investments Australia, Ltd. 0.12% — 244,305 $42.4M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -4.0% 239,152 $41.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Reduce -47.1% 238,723 $41.4M
Ycg, LLC 3.69% Reduce -2.3% 235,107 $40.8M
Temasek Holdings (Private) Ltd 0.13% Add +30.7% 229,087 $39.7M
Fifth Third Bancorp 0.07% Add +66.0% 223,674 $38.8M
Asset Management One Co., Ltd. 0.11% Reduce -0.8% 222,632 $38.6M
Jennison Associates LLC 0.03% Reduce -2.8% 222,594 $38.6M
Corient Private Wealth LP 0.06% Reduce -3.9% 222,682 $38.5M
KLP Kapitalforvaltning As 0.15% Add +6.6% 220,974 $38.3M
Royal London Asset Management Ltd. 0.08% Add +0.0% 220,490 $38.2M
Panagora Asset Management Inc. 0.14% Add +669.0% 220,161 $38.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +97.4% 219,155 $37.7M
Focus Partners Wealth 0.04% Add +53.0% 214,552 $37.2M
Cerity Partners LLC 0.05% Add +18.4% 213,048 $37.0M
Eurizon Capital SGR S.p.A. 0.12% Reduce -8.1% 212,550 $36.9M
Sterling Capital Management LLC 0.70% Reduce -23.5% 212,469 $36.9M
Treasurer of the State of North Carolina 0.11% Add +0.6% 207,984 $36.1M
Toronto Dominion Bank 0.07% Reduce -17.0% 206,716 $35.9M
Avity Investment Management Inc. 2.60% Reduce -0.8% 206,191 $35.8M
Gotham Asset Management 0.11% Reduce -15.3% 204,799 $35.5M
Credit Agricole S A 0.12% Add +87.0% 203,962 $35.4M
Holocene Advisors, LP 0.09% Reduce -0.8% 203,290 $35.3M
Bank Pictet & Cie (Europe) AG 0.75% Reduce -11.2% 202,308 $35.1M
Handelsbanken Fonder AB 0.12% Add +2.6% 200,829 $34.8M
Pathstone Holdings, LLC 0.14% Reduce -0.8% 200,345 $34.7M
Zacks Investment Management 0.28% Add +2.6% 199,777 $34.7M
Public Employees Retirement System of Ohio 0.11% Reduce -1.6% 199,403 $34.6M
Teacher Retirement System of Texas 0.14% Reduce -0.3% 197,967 $34.3M
Boston Trust Walden Corp 0.28% Reduce -3.6% 197,300 $34.2M
Ieq Capital, LLC 0.16% Add +144.1% 194,321 $33.7M
Victory Capital Management Inc. 0.02% Reduce -13.6% 194,080 $33.7M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -0.8% 190,777 $33.1M
Whittier Trust Co. 0.37% Add +4.3% 186,166 $32.5M
Abn Amro Investment Solutions 0.42% Add +1.1% 186,408 $32.3M
Janney Montgomery Scott LLC 0.08% Add +8.1% 185,581 $32.2M
Ensign Peak Advisors, Inc 0.06% Reduce -2.0% 184,407 $32.0M
CIBC Asset Management Inc 0.08% Add +1.2% 179,578 $31.1M
Waycross Partners, LLC 2.86% Add +3.2% 172,323 $29.9M
Creative Planning 0.02% Add +41.8% 170,951 $29.7M
Compagnie Lombard Odier SCmA 0.36% Reduce -11.6% 170,487 $29.6M
Deprince Race & Zollo Inc. 0.56% Add +48.7% 170,276 $29.5M
State of New Jersey Common Pension Fund D 0.11% Reduce -0.7% 168,714 $29.3M
Tidal Investments LLC 0.09% Add +43.7% 166,571 $28.9M
Resona Asset Management Co.,Ltd. 0.14% Add +2.1% 165,885 $28.8M
Nisa Investment Advisors, LLC 0.11% Add +4.6% 164,880 $28.6M
Nordea Investment Management AB 0.03% Reduce -67.6% 164,453 $28.6M
LGT Capital Partners LTD. 1.48% Reduce -7.0% 161,143 $28.0M
Federation des caisses Desjardins du Quebec 0.10% Add +8.6% 159,453 $27.7M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Reduce -0.6% 157,833 $27.4M
Janus Henderson Group PLC 0.01% Reduce -58.9% 157,363 $27.3M
STRS Ohio 0.11% Add +4797.9% 157,270 $27.3M
Assenagon Asset Management S.A. 0.04% Reduce -89.7% 157,257 $27.3M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -5.3% 153,019 $26.5M
Horizon Kinetics Asset Management LLC 0.28% Reduce -3.4% 151,341 $26.3M
State of Tennessee, Department of Treasury 0.09% No change 150,454 $26.1M
Swiss Life Asset Management Ltd 0.13% Add +10.1% 148,112 $25.7M
Voya Investment Management LLC 0.03% Reduce -1.6% 146,400 $25.4M
Cetera Investment Advisers 0.03% Add +2.6% 144,505 $25.1M
Tredje AP-fonden 0.13% New 142,023 $24.6M
Schroder Investment Management Group 0.02% Reduce -50.3% 140,426 $24.5M
Public Sector Pension Investment Board 0.07% Add +10.3% 137,679 $23.9M
Distillate Capital Partners LLC 1.26% Add +34.3% 137,460 $23.8M
Citadel Advisors 0.02% Reduce -83.4% 136,487 $23.7M
US Bancorp \de 0.03% Reduce -4.6% 136,261 $23.6M
Hardman Johnston Global Advisors LLC 1.12% Reduce -6.0% 135,391 $23.5M
Cwm, LLC 0.06% Add +109.5% 134,815 $23.4M
Arizona State Retirement System 0.14% Reduce -3.3% 134,242 $23.3M
Calamos Advisors LLC 0.12% Add +1.9% 134,122 $23.3M
Glenmede Trust Co. NA 0.11% Reduce -8.1% 132,840 $23.0M
CIBC Bancorp USA Inc. 0.03% — 132,066 $22.9M
Czech National Bank 0.15% Add +2.1% 131,849 $22.9M
ASR Vermogensbeheer N.V. 0.27% Add +3.7% 130,948 $22.7M
State of Michigan Retirement System 0.12% Reduce -1.4% 130,775 $22.7M
Stock Yards Bank & Trust Co. 0.70% Reduce -3.0% 129,126 $22.4M
DNB Asset Management AS 0.08% Add +8.1% 128,762 $22.3M
Varma Mutual Pension Insurance Co 0.13% No change 127,104 $22.0M
Neuberger Berman Group LLC 0.02% Add +66.2% 126,591 $22.0M
Brown Brothers Harriman & Co. 0.12% Add +2.9% 126,349 $21.9M
Teachers Retirement System of the State of Kentucky 0.17% No change 123,602 $21.4M
Banco Santander, S.A. 0.17% Reduce -11.9% 123,015 $21.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +32.6% 122,067 $21.2M
Choate Investment Advisors 0.41% Add +0.1% 121,874 $21.1M
TD Waterhouse Canada Inc. 0.06% Add +96.2% 121,540 $20.9M
Worldquant Millennium Advisors LLC 0.08% Reduce -86.7% 119,171 $20.7M
Van Eck Associates Corp. 0.02% Add +11.8% 118,936 $20.6M
Capital Group Private Client Services, Inc. 0.35% Reduce -33.6% 118,256 $20.5M
Ilmarinen Mutual Pension Insurance Co 0.16% Reduce -35.0% 118,003 $20.5M
Rafferty Asset Management, LLC 0.08% Reduce -21.3% 117,695 $20.4M
MetLife Investment Management, LLC 0.10% Reduce -3.8% 115,746 $20.1M
Badgley Phelps Wealth Managers, LLC 0.39% Reduce -10.2% 114,009 $19.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -1.0% 112,773 $19.6M
Alps Advisors Inc. 0.09% New 110,795 $19.2M
First Pacific Advisors, LP 0.27% New 108,697 $18.9M
ProShare Advisors LLC 0.03% Reduce -4.9% 107,885 $18.7M
Northwest & Ethical Investments L.P. 0.42% Add +55.4% 105,579 $18.3M
WASHINGTON TRUST Co 0.62% Add +2.8% 105,507 $18.3M
Prudential PLC 0.14% Add +5.4% 104,375 $18.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +27.1% 109,862 $18.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.17% Add +2.6% 103,030 $17.9M
Retirement Systems of Alabama 0.06% Reduce -1.4% 102,808 $17.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +15.0% 102,300 $17.7M
AE Wealth Management LLC 0.09% Reduce -0.2% 100,460 $17.4M
O'shaughnessy Asset Management, LLC 0.09% Add +29.1% 100,390 $17.4M
SEB Asset Management AB 0.07% — 98,762 $17.1M
TrinityBridge Ltd 0.46% Reduce -14.8% 98,581 $17.1M
IFM Investors Pty Ltd 0.14% Add +3.4% 97,885 $17.0M
Boston Family Office LLC 1.12% Reduce -0.9% 97,181 $16.9M
Crestwood Advisors Group, LLC 0.28% Add +0.0% 96,736 $16.8M
KBC Group NV 0.04% Reduce -2.1% 96,704 $16.8M
Mercer Global Advisors Inc. 0.02% Add +48.0% 96,527 $16.7M
Oppenheimer Asset Management Inc. 0.19% Add +12.7% 95,968 $16.6M
Xponance LLC 0.12% Add +12.3% 94,647 $16.4M
Torray Investment Partners LLC 2.56% Reduce -3.4% 94,329 $16.4M
Aware Super Pty Ltd as trustee of Aware Super 0.25% — 94,028 $16.3M
Daiwa Securities Group Inc. 0.05% Add +17.0% 93,595 $16.2M
Glenview Trust Co 0.25% Add +39.0% 92,359 $16.0M
&partners 0.08% Add +14.4% 90,202 $15.6M
Amalgamated Bank 0.12% Reduce -2.9% 89,691 $15.6M
National Bank of Canada 0.02% Reduce -63.5% 88,256 $15.3M
Sanctuary Advisors, LLC 0.08% Add +0.2% 86,819 $15.1M
USS Investment Management Ltd 0.06% Add +4.0% 84,645 $14.7M
Lombard Odier Asset Management (Europe) Ltd 1.19% New 84,056 $14.6M
Segment Wealth Management, LLC 0.85% Add +7.0% 83,148 $14.4M
Capitolis Liquid Global Markets LLC 0.09% — 82,647 $14.3M
EULAV Asset Management 0.46% Reduce -37.9% 82,000 $14.2M
Wesleyan Assurance Society 0.84% No change 81,926 $14.2M
Vinva Investment Management Ltd 0.17% Add +29.3% 80,474 $14.1M
Osborne Partners Capital Management, LLC 0.74% Add +2.6% 80,882 $14.0M
Millennium Management 0.01% Reduce -89.0% 80,034 $13.9M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -4.7% 79,705 $13.8M
Factory Mutual Insurance Co. 0.15% Add +4.0% 79,400 $13.8M
Utah Retirement Systems 0.14% Reduce -3.1% 78,982 $13.7M
Running Oak Capital LLC 1.84% Add +4.9% 78,427 $13.6M
Vancity Investment Management Ltd 2.09% Reduce -7.2% 75,850 $13.2M
Police & Firemen's Retirement System of New Jersey 0.11% Reduce -0.4% 74,716 $13.0M
Rockefeller Capital Management L.P. 0.02% Reduce -5.3% 74,696 $13.0M
Rakuten Investment Management, Inc. 0.03% Add +11.8% 72,137 $12.6M
Foyston, Gordon & Payne Inc 2.89% Add +2.6% 72,328 $12.5M
Brown Advisory Inc. 0.02% Add +1.0% 72,150 $12.5M
New York Life Investment Management LLC 0.11% Add +1.0% 71,882 $12.5M
Bridges Investment Management Inc. 0.17% Reduce -3.0% 71,671 $12.4M
Whittier Trust Co. of Nevada Inc. 0.25% Add +6.8% 70,687 $12.4M
NEOS Investment Management LLC 0.06% Add +2.9% 70,360 $12.2M
Callan Family Office, LLC 0.28% Reduce -7.7% 70,348 $12.2M
Nixon Peabody Trust Co. 0.97% Add +171.7% 70,024 $12.1M
Walter Public Investments Inc. 2.85% Reduce -35.8% 68,686 $11.9M
Atria Investments, Inc 0.13% Reduce -6.3% 67,997 $11.8M
McRae Capital Management Inc. 2.44% Add +2209.4% 67,759 $11.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -22.7% 67,525 $11.7M
Squarepoint Ops LLC 0.02% Reduce -87.6% 65,262 $11.3M
Hantz Financial Services, Inc. 0.17% Add +105.5% 65,184 $11.3M
LBP Am SA 0.15% Add +124.6% 64,771 $11.2M
State of Alaska, Department of Revenue 0.12% Reduce -1.6% 64,672 $11.2M
Baillie Gifford & Co. 0.01% Reduce -26.1% 64,408 $11.2M
Vanguard Personalized Indexing Management, LLC 0.11% Add +0.8% 64,071 $11.1M
Nissay Asset Management Corp. /Japan 0.06% Add +1.0% 62,878 $10.9M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 62,105 $10.8M
Levin Capital Strategies, L.P. 0.82% Reduce -0.3% 61,866 $10.7M
Captrust Financial Advisors 0.02% Add +23.1% 61,566 $10.7M
Elo Mutual Pension Insurance Co 0.18% Reduce -2.1% 61,252 $10.6M
Ethic Inc. 0.17% Reduce -0.2% 61,137 $10.6M
First American Bank 0.66% Add +0.4% 61,022 $10.6M
Horizon Investments, LLC 0.12% Add +60.1% 61,253 $10.6M
Gabelli Funds LLC 0.07% Reduce -0.5% 60,700 $10.5M
Curi Capital, LLC 0.19% Add +10.6% 60,680 $10.5M
CX Institutional 0.32% Add +45.2% 59,634 $10.3M
Capital International Sarl 0.17% Add +2.3% 59,448 $10.3M
Lido Advisors, LLC 0.04% Reduce -0.6% 59,289 $10.3M
Generali Asset Management SPA SGR 0.21% Reduce -1.0% 58,491 $10.1M
Apollon Wealth Management, LLC 0.16% Add +3.2% 57,978 $10.1M
Washington Trust Bank 0.74% Reduce -27.1% 57,860 $10.0M
Cibc World Market Inc. 0.02% Reduce -7.2% 57,636 $10.0M
Yousif Capital Management, LLC 0.12% Reduce -3.7% 57,570 $10.0M
Guggenheim Capital LLC 0.08% Reduce -6.4% 57,335 $9.9M
Oregon Public Employees Retirement Fund 0.13% Reduce -1.1% 55,427 $9.6M
Andra AP-fonden 0.11% Add +2.4% 55,410 $9.6M
Baker Avenue Asset Management, LP 0.22% Reduce -11.6% 55,307 $9.6M
Formuepleje A/S 0.86% Reduce -44.6% 54,927 $9.5M
NewEdge Advisors, LLC 0.03% Reduce -15.2% 54,705 $9.5M
Strategic Wealth Investment Group, LLC 1.20% Add +2.2% 54,575 $9.5M
Wealthfront Advisers LLC 0.02% Add +2.8% 53,954 $9.4M
MML Investors Services, LLC 0.03% Add +19.6% 53,790 $9.3M
Allianz Asset Management GmbH 0.01% Add +5.5% 53,592 $9.3M
JLB & Associates Inc. 1.31% Reduce -6.4% 52,435 $9.1M
Commonwealth Equity Services, LLC 0.01% Reduce -19.0% 52,380 $9.1M
Osaic Holdings, Inc. 0.01% Add +1.3% 52,199 $9.1M
Flputnam Investment Management Co. 0.13% Reduce -48.3% 51,870 $9.0M
Azimuth Capital Investment Management LLC 0.34% New 51,757 $9.0M
Candriam S.C.A. 0.05% Add +4.2% 51,591 $8.9M
Mutual of America Capital Management LLC 0.10% Reduce -2.1% 51,496 $8.9M
OP Asset Management Ltd 0.09% Reduce -6.2% 51,175 $8.9M
Kingsview Wealth Management, LLC 0.12% Add +249.7% 50,446 $8.7M
Kinsale Capital Group, Inc. 1.38% Add +7.1% 49,490 $8.6M
Orion Porfolio Solutions, LLC 0.07% Reduce -7.8% 49,051 $8.5M
Commerce Bank 0.04% Add +100.3% 48,225 $8.4M
Raiffeisen Bank International AG 0.12% Reduce -81.7% 47,228 $8.3M
Quadrature Capital Ltd 0.10% Add +3.0% 47,026 $8.2M
Mediolanum International Funds Ltd 0.09% Add +143.7% 46,622 $8.1M
Carnegie Investment Counsel 0.16% Reduce -26.7% 46,917 $8.1M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -4.0% 46,530 $8.1M
Vontobel Holding Ltd. 0.03% Add +2.3% 44,797 $7.8M
Annex Advisory Services, LLC 0.15% Add +1.4% 44,744 $7.8M
Macquarie Group Ltd. 0.05% Reduce -37.9% 44,671 $7.7M
Harbour Trust & Investment Management Co 0.81% Reduce -28.4% 44,233 $7.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -51.6% 44,049 $7.6M
Florida Trust Wealth Management Co 0.21% Reduce -0.5% 43,187 $7.5M
Pacer Advisors, Inc. 0.02% Reduce -2.3% 42,858 $7.4M
Blair William & Co. 0.02% Add +13.8% 40,642 $7.4M
Voleon Capital Management LP 0.16% Add +358.0% 42,755 $7.4M
Ofi Invest Asset Management 0.10% Add +1228.3% 48,790 $7.4M
Picton Mahoney Asset Management 0.08% New 41,818 $7.3M
Susquehanna International Group, LLP 0.01% Reduce -39.7% 41,090 $7.1M
Peapack Gladstone Financial Corp. 0.09% Add +6.0% 41,065 $7.1M
Bleakley Financial Group, LLC 0.11% Add +7.2% 40,502 $7.0M
Franklin, Parlapiano, Turner & Welch, LLC 1.65% Add +10.1% 39,824 $6.9M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -9.3% 39,944 $6.9M
Avanza Fonder AB 0.19% No change 39,722 $6.9M
Union Bancaire Privee, UBP SA 0.10% Reduce -13.5% 22,216 $6.9M
UniSuper Management Pty Ltd 0.04% Reduce -1.2% 39,563 $6.9M
Canada Post Corp Registered Pension Plan 0.27% Add +12.2% 39,556 $6.9M
Benjamin Edwards Inc. 0.07% Add +10.3% 38,925 $6.8M
Investment Management Corp of Ontario 0.09% Reduce -11.9% 38,750 $6.7M
Builder Investment Group Inc. 1.45% No change 38,456 $6.7M
Illinois Municipal Retirement Fund 0.08% Add +3.0% 38,326 $6.6M
Diversified Trust Co. 0.12% Add +66.6% 38,323 $6.6M
Bennett Selby Investments LP 2.33% Add +3.0% 38,292 $6.6M
Scotia Capital Inc. 0.03% Reduce -61.0% 38,165 $6.6M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -5.5% 38,057 $6.6M
Gulf International Bank (UK) Ltd 0.15% Add +53.1% 37,758 $6.5M
King Luther Capital Management Corp. 0.03% Add +0.5% 37,061 $6.4M
Stokes Capital Advisors, LLC 1.43% Reduce -4.4% 36,750 $6.4M
Cincinnati Specialty Underwriters Insurance CO 1.51% Add +176.1% 35,826 $6.2M
Ipswich Investment Management Co., Inc. 1.46% Reduce -3.9% 35,727 $6.2M
Empowered Funds, LLC 0.04% New 35,578 $6.2M
M&T Bank Corp 0.02% Add +2.9% 35,273 $6.1M
Hamilton Capital Partners Inc. 0.20% Add +7.0% 34,652 $6.0M
Intech Investment Management LLC 0.06% Add +4.8% 34,370 $6.0M
Marks Group Wealth Management, Inc 0.57% Add +0.5% 34,216 $5.9M
Huntington National Bank 0.04% Reduce -7.0% 33,941 $5.9M
Los Angeles Capital Management LLC 0.02% Add +2.7% 33,902 $5.9M
Sustainable Insight Capital Management, LLC 1.97% Reduce -21.2% 33,827 $5.9M
Siemens Fonds Invest GmbH 0.33% Reduce -0.3% 33,136 $5.7M
Auxier Asset Management LLC 0.82% Reduce -0.7% 32,870 $5.7M
Elevation Point Wealth Partners, LLC 0.14% Add +640.9% 32,836 $5.7M
Aurdan Capital Management, LLC 1.71% Reduce -4.5% 32,773 $5.7M
M&G PLC 0.03% Reduce -3.2% 32,620 $5.6M
Lathrop Investment Management Co. 1.05% Add +4.0% 32,256 $5.6M
Y-Intercept (Hong Kong) Ltd 0.11% Add +3.6% 32,136 $5.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -14.4% 31,697 $5.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.9% 31,688 $5.5M
Steward Partners Investment Advisory, LLC 0.03% Add +14.1% 31,061 $5.4M
Blue Sparrow, LLC 0.09% Reduce -19.6% 30,770 $5.3M
Te Ahumairangi Investment Management Ltd 0.89% Add +23.7% 30,527 $5.3M
Advisors Asset Management, Inc. 0.09% Reduce -10.5% 30,416 $5.3M
Cyndeo Wealth Partners, LLC 0.28% Add +64.9% 30,382 $5.3M
Geneos Wealth Management Inc. 0.12% Add +8009.1% 30,247 $5.2M
Bell Asset Management Ltd 1.53% Reduce -7.5% 29,885 $5.2M
Parcion Private Wealth LLC 0.32% Add +5.0% 29,893 $5.2M
Aviso Financial Inc. 0.18% Add +9.5% 29,647 $5.1M
Mizuho Securities USA LLC 0.12% Reduce -18.0% 29,267 $5.1M
First Manhattan Co. Llc. 0.01% Reduce -3.8% 29,127 $5.1M
Daiichi Life Insurance Co., Ltd. 0.14% Reduce -5.3% 28,807 $5.0M
JB Capital LLC 0.20% Add +4.1% 28,530 $4.9M
Merit Financial Group, LLC 0.04% Add +18.9% 28,244 $4.9M
Schaper Benz & Wise Investment Counsel Inc. 0.37% Add +6.8% 27,736 $4.8M
Aptus Capital Advisors, LLC 0.04% Reduce -72.7% 27,594 $4.8M
Hartford Investment Management Co. 0.15% Reduce -2.7% 27,578 $4.8M
Orange Investment Advisors, Inc. 0.61% Reduce -16.6% 27,253 $4.7M
Norinchukin Bank, The 0.05% Reduce -1.7% 27,120 $4.7M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +1.2% 26,846 $4.7M
Onex Canada Asset Management Inc. 0.76% Reduce -25.6% 26,497 $4.6M
Third View Private Wealth, LLC 0.63% Add +91.8% 26,426 $4.6M
Snowden Capital Advisors LLC 0.12% Reduce -0.5% 26,382 $4.6M
Osmosis Investment Management UK Ltd 0.12% Reduce -33.1% 26,010 $4.5M
Harrington Investments, INC 2.36% Add +3.3% 25,816 $4.5M
Occidental Asset Management, LLC 0.53% Add +11.3% 25,805 $4.5M
Engineers Gate Manager LP 0.05% Reduce -65.7% 25,335 $4.4M
Bonness Enterprises Inc. 1.61% No change 25,300 $4.4M
Beacon Pointe Advisors, LLC 0.02% Add +80.5% 24,854 $4.3M
Metis Global Partners, LLC 0.11% Reduce -6.4% 24,846 $4.3M
Agf Management Ltd. 0.02% Add +17.9% 24,826 $4.3M
Louisiana State Employees Retirement System 0.08% Reduce -1.2% 24,700 $4.3M
Maryland State Retirement & Pension System 0.09% No change 24,609 $4.3M
Conning Inc. 0.15% Add +2.2% 24,471 $4.2M
CI Investments Inc. 0.02% Add +2.1% 23,721 $4.1M
Crossmark Global Holdings, Inc. 0.06% Reduce -7.9% 23,702 $4.1M
Keybank National Association 0.01% Add +5.7% 23,682 $4.1M
Banque Cantonale Vaudoise 0.15% Add +14.6% 23,614 $4.1M
Hohimer Wealth Management, LLC 0.49% Add +86.0% 23,136 $4.0M
OMERS ADMINISTRATION Corp 0.03% Add +28.7% 22,736 $3.9M
New Mexico Educational Retirement Board 0.12% No change 22,641 $3.9M
First National Bank of Mount Dora, Trust Investment Services 0.85% Reduce -14.0% 22,600 $3.9M
Exencial Wealth Advisors, LLC 0.12% Reduce -3.6% 22,556 $3.9M
Vident Advisory, LLC 0.03% Add +17.5% 22,222 $3.9M
ING Groep NV 0.02% Reduce -2.8% 21,988 $3.8M
Erste Asset Management GmbH 0.04% Reduce -24.0% 21,789 $3.8M
Pinnacle Financial Partners, Inc. 0.03% Reduce -19.6% 21,919 $3.8M
Sivia Capital Partners, LLC 0.74% Add +234.0% 21,902 $3.8M
BNC Wealth Management, LLC 1.05% Reduce -1.3% 21,878 $3.8M
Concurrent Investment Advisors, LLC 0.04% Reduce -11.7% 21,382 $3.7M
Moneta Group Investment Advisors LLC 0.03% Reduce -3.7% 21,247 $3.7M
Larson Financial Group LLC 0.12% Add +7.7% 21,021 $3.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.22% Add +3.2% 20,840 $3.6M
Annandale Capital, LLC 0.59% No change 21,380 $3.6M
Morton Community Bank 0.79% Add +1.9% 20,827 $3.6M
Brighton Jones LLC 0.08% New 20,678 $3.6M
QRG Capital Management, Inc. 0.04% Reduce -12.9% 20,656 $3.6M
Brown, Lisle/Cummings, Inc. 0.88% Add +0.2% 20,394 $3.5M
Bessemer Group Inc. 0.01% Add +10.5% 20,150 $3.5M
Allstate Corp. 0.04% Reduce -46.7% 20,076 $3.5M
Exchange Traded Concepts, LLC 0.03% Add +23.4% 20,056 $3.5M
RBF Capital, LLC 0.17% No change 20,000 $3.5M
Cary Street Partners Financial LLC 0.09% Reduce -1.3% 20,000 $3.5M
AG2R La Mondiale Gestion D'actifs 0.16% Add +1.3% 19,946 $3.5M
MUFG Securities EMEA plc 0.05% Reduce -73.6% 19,847 $3.4M
Tower Research Capital LLC (TRC) 0.09% Reduce -4.7% 19,790 $3.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +99.5% 19,657 $3.4M
GAMCO Investors 0.03% Add +1.6% 19,650 $3.4M
Yacktman Asset Management 0.04% Add +0.5% 19,380 $3.4M
Lafayette Investments, Inc. 0.68% Reduce -0.5% 19,247 $3.3M
Brentview Investment Management LLC 1.43% Add +4.2% 19,133 $3.3M
Woodline Partners LP 0.01% Reduce -77.2% 19,110 $3.3M
Sequoia Financial Advisors, LLC 0.02% Add +11.6% 19,058 $3.3M
Vise Technologies, Inc. 0.06% No change 17,805 $3.3M
Suncoast Equity Management 0.40% Reduce -0.9% 19,038 $3.3M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -6.1% 18,700 $3.2M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -16.5% 18,661 $3.2M
SVB Wealth LLC 0.21% Reduce -22.8% 18,369 $3.2M
Equitable Holdings, Inc. 0.02% Add +78.5% 17,091 $3.1M
HB Wealth Management, LLC 0.02% Add +25.2% 18,142 $3.1M
Saudi Central Bank 0.07% New 18,083 $3.1M
UNIVEST FINANCIAL Corp 0.17% Add +20.9% 17,731 $3.1M
Capital International Ltd. 0.11% Reduce -20.8% 17,485 $3.0M
Integrated Wealth Concepts LLC 0.02% Add +396.4% 17,387 $3.0M
Laird Norton Wetherby Trust Company, LLC 0.07% Reduce -8.6% 17,329 $3.0M
Burling Wealth Partners, LLC 0.49% Reduce -14.3% 17,292 $3.0M
Plato Investment Management Ltd 0.20% Add +2.8% 17,248 $3.0M
New Vernon Investment Management LLC 3.17% Reduce -50.0% 17,221 $3.0M
E. Ohman J:or Asset Management AB 0.08% No change 17,021 $3.0M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +4.4% 17,001 $2.9M
Viking Fund Management LLC 0.30% No change 17,000 $2.9M
Becker Capital Management Inc. 0.09% Reduce -0.8% 16,967 $2.9M
Hancock Whitney Corp. 0.05% Add +0.5% 16,960 $2.9M
Relyea Zuckerberg Hanson LLC 0.29% Add +157.8% 16,875 $2.9M
Essex LLC 0.51% Reduce -5.4% 16,665 $2.9M
Empirical Finance, LLC 0.14% Reduce -0.2% 16,650 $2.9M
Heritage Trust Co 0.29% Add +1.6% 16,606 $2.9M
Dean Investment Associates, LLC 0.40% New 16,443 $2.9M
Founders Financial Securities LLC 0.16% Add +22.8% 16,432 $2.8M
Commerzbank Aktiengesellschaft 0.06% Add +35.9% 16,364 $2.8M
Dakota Wealth Management 0.06% Reduce -6.3% 16,259 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.4% 15,911 $2.8M
Summit Trail Advisors, LLC 0.04% Add +48.9% 15,674 $2.7M
Zions Bancorporation, National Association 0.17% Reduce -41.8% 15,545 $2.7M
Kestra Private Wealth Services, LLC 0.03% Add +5.5% 15,496 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -1.0% 15,491 $2.7M
NBT Bank, N.A. 0.18% Reduce -27.1% 15,462 $2.7M
MAI Capital Management 0.02% Add +25.8% 15,377 $2.7M
Ascent Group, LLC 0.09% Add +4.4% 15,302 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -2.6% 15,067 $2.6M
Waverly Advisors, LLC 0.02% Add +21.4% 15,035 $2.6M
Evelyn Partners Investment Management LLP 0.07% Reduce -14.5% 14,966 $2.6M
United Capital Financial Advisors, LLC 0.02% Add +4.4% 14,861 $2.6M
Hennessy Advisors Inc. 0.09% New 14,700 $2.5M
Wbi Investments, LLC 0.69% Add +183.0% 14,488 $2.5M
Millington Securities, LLC 0.69% — 14,488 $2.5M
Lombard Odier Asset Management (Switzerland) SA 0.10% Reduce -14.2% 14,429 $2.5M
Farringdon Capital, Ltd. 0.55% Add +253.9% 14,403 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +20.8% 14,355 $2.5M
Nomura Holdings Inc. 0.02% Add +16.9% 14,312 $2.5M
Kintegral Advisory, LLC 0.24% Reduce -4.2% 14,306 $2.5M
Freestone Capital Holdings, LLC 0.08% Add +1.6% 14,300 $2.5M
North Dakota State Investment Board 0.11% Reduce -15.5% 14,297 $2.5M
Cresset Asset Management, LLC 0.01% Add +9.0% 14,247 $2.5M
Zurich Insurance Group Ltd 0.02% No change 14,200 $2.5M
Union Heritage Capital, LLC 0.91% No change 14,064 $2.4M
Park Avenue Securities LLC 0.02% Reduce -13.5% 14,013 $2.4M
Quadrant Capital Group LLC 0.07% Add +5.8% 13,908 $2.4M
Blue Trust, Inc. 0.03% Reduce -14.5% 13,875 $2.4M
Palouse Capital Management, Inc. 1.64% Add +7.8% 13,866 $2.4M
Pinnacle Associates Ltd. 0.03% Add +26.6% 13,839 $2.4M
1832 Asset Management L.P. 0.00% Reduce -52.9% 13,599 $2.4M
Ashton Thomas Securities, LLC 0.29% Add +7.1% 13,429 $2.3M
Praxis Investment Management Inc. 0.14% Reduce -5.5% 13,432 $2.3M
Composition Wealth, LLC 0.03% Reduce -3.5% 13,398 $2.3M
Mufg Securities Americas Inc. 0.15% Add +1.5% 13,396 $2.3M
Strategic Investment Advisors / MI 0.16% Add +5.8% 13,368 $2.3M
Ostrum Asset Management 0.13% Add +60.5% 13,305 $2.3M
TCW Group Inc. 0.02% Add +11.7% 13,271 $2.3M
Brevan Howard Capital Management LP 0.02% Reduce -65.2% 13,210 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.11% Reduce -43.4% 13,145 $2.3M
Securian Asset Management, Inc. 0.09% Reduce -1.4% 13,133 $2.3M
Sunstone Asset Management, LP 3.00% No change 13,132 $2.3M
Machina Capital S.A.S. 0.44% Reduce -38.1% 12,998 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.15% No change 12,988 $2.3M
American Trust 0.20% Reduce -18.2% 12,773 $2.2M
Mechanics Bank Trust Department 0.31% Reduce -15.4% 12,722 $2.2M
Argent Trust Co 0.07% Add +3.2% 12,664 $2.2M
Kentucky Retirement Systems 0.16% Add +46.2% 45,308 $2.2M
Kimelman & Baird, LLC 0.18% No change 12,630 $2.2M
Balyasny Asset Management L.P. 0.00% Reduce -70.3% 12,488 $2.2M
Caprock Group, LLC 0.05% Reduce -4.3% 12,406 $2.2M
Coldstream Capital Management Inc. 0.03% Reduce -1.4% 12,394 $2.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -4.9% 12,392 $2.1M
Choreo, LLC 0.03% Reduce -0.1% 12,360 $2.1M
EP Wealth Advisors, LLC 0.01% Add +31.8% 12,305 $2.1M
Private Advisor Group, LLC 0.01% Reduce -0.3% 12,236 $2.1M
Phoenix Financial Ltd. 0.02% Reduce -26.8% 12,025 $2.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.10% Reduce -2.1% 11,849 $2.1M
Signaturefd, LLC 0.03% Add +2.1% 11,830 $2.1M
South Dakota Investment Council 0.04% No change 11,652 $2.0M
Two Sigma Securities, LLC 0.23% New 11,574 $2.0M
Howland Capital Management LLC 0.08% Reduce -1.8% 11,482 $2.0M
Syon Capital LLC 0.10% Add +12.2% 11,171 $1.9M
Spire Wealth Management 0.07% Add +1244.3% 11,171 $1.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 11,058 $1.9M
Citizens Financial Group Inc. 0.03% Add +19.8% 11,001 $1.9M
Transcend Capital Advisors, LLC 0.15% Reduce -27.1% 10,911 $1.9M
Arax Advisory Partners 0.05% Add +126.6% 10,901 $1.9M
Meeder Advisory Services, Inc. 0.08% Add +6.5% 10,701 $1.9M
Ashton Thomas Private Wealth, LLC 0.04% Add +1.3% 10,636 $1.8M
Cincinnati Indemnity Co. 4.57% No change 10,596 $1.8M
Bull Harbor Capital LLC 0.49% — 10,560 $1.8M
Ritholtz Wealth Management 0.03% Add +7.2% 10,550 $1.8M
Mgo One Seven LLC 0.04% Add +16.4% 10,330 $1.8M
World Investment Advisors 0.03% Reduce -38.8% 10,226 $1.8M
Wealthcare Advisory Partners LLC 0.03% Add +1.9% 10,207 $1.8M
GAM Holding AG 0.15% New 10,157 $1.8M
PFG Advisors 0.09% Add +26.6% 10,067 $1.7M
Chesley Taft & Associates LLC 0.07% Reduce -0.2% 10,030 $1.7M
Cohen Klingenstein LLC 0.06% No change 10,000 $1.7M
Savant Capital, LLC 0.01% Add +15.9% 9,990 $1.7M
Tower View Wealth Management LLC 0.89% Reduce -63.0% 9,981 $1.7M
V-Square Quantitative Management LLC 0.18% Add +5.8% 9,938 $1.7M
Chicago Partners Investment Group LLC 0.04% Add +135.3% 9,785 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.1% 10,166 $1.7M
Vestcor Inc 0.05% Reduce -64.6% 9,880 $1.7M
Venture Visionary Partners LLC 0.06% Add +2.2% 9,879 $1.7M
Accurate Wealth Management, LLC 0.21% Reduce -26.0% 10,128 $1.7M
Sciencast Management LP 0.21% New 9,613 $1.7M
Brooklyn Investment Group 0.05% Add +28.5% 9,520 $1.7M
River Wealth Advisors LLC 0.19% Reduce -5.2% 9,446 $1.6M
Capital Asset Advisory Services LLC 0.06% Add +5.1% 9,317 $1.6M
HBK Sorce Advisory LLC 0.03% Reduce -13.1% 9,843 $1.6M
Allworth Financial LP 0.01% Add +52.9% 9,252 $1.6M
Tema ETFs LLC 0.11% Add +0.5% 9,159 $1.6M
Wealth Alliance, LLC 0.16% Reduce -9.1% 9,088 $1.6M
Regions Financial Corp. 0.01% Add +3.0% 9,076 $1.6M
Front Row Advisors LLC 0.53% No change 9,065 $1.6M
PICTET BANK & TRUST Ltd 2.06% Reduce -5.2% 9,054 $1.6M
RMR Wealth Builders 0.12% Reduce -1.0% 9,024 $1.6M
Tealwood Asset Management Inc. 0.70% Add +0.8% 8,924 $1.5M
Ledyard National Bank 0.13% Add +6.3% 8,888 $1.5M
Impact Capital Partners LLC 0.47% Reduce -0.2% 8,870 $1.5M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -0.2% 8,819 $1.5M
Mitchell Sinkler & Starr 0.71% New 8,811 $1.5M
EverSource Wealth Advisors, LLC 0.05% Add +40.6% 8,809 $1.5M
Longfellow Investment Management Co. LLC 0.32% Add +48.1% 8,803 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -38.7% 8,768 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -1.4% 8,758 $1.5M
Tounjian Advisory Partners, LLC 0.55% Reduce -3.5% 8,756 $1.5M
ExodusPoint Capital Management, LP 0.01% Reduce -95.3% 8,718 $1.5M
Smartleaf Asset Management LLC 0.05% Add +0.8% 8,641 $1.5M
Clearstead Advisors, LLC 0.01% Reduce -13.6% 8,647 $1.5M
Bowen Hanes & Co. Inc. 0.04% Reduce -3.1% 8,636 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +45.8% 8,601 $1.5M
Moody National Bank Trust Division 0.14% Add +0.3% 8,596 $1.5M
Harbor Capital Advisors, Inc. 0.12% New 8,582 $1.5M
Bokf, NA 0.02% Reduce -0.8% 8,529 $1.5M
Storen Legacy Partners, LLC 0.46% Add +0.1% 8,507 $1.5M
Summit Financial, LLC 0.02% Reduce -19.7% 8,490 $1.5M
Farther Finance Advisors, LLC 0.01% Add +4.8% 8,552 $1.5M
Equitable Trust Co. 0.07% Add +11.8% 8,427 $1.5M
Aerodigm Wealth, LLC 0.55% No change 8,349 $1.4M
Shelton Capital Management 0.03% Reduce -0.9% 8,339 $1.4M
Greenleaf Trust 0.01% Reduce -12.6% 8,228 $1.4M
Polymer Capital Management (US) LLC 0.21% Add +31.0% 8,133 $1.4M
Dumont & Blake Investment Advisors LLC 0.35% Reduce -1.2% 8,098 $1.4M
GAMMA Investing LLC 0.07% Add +45.9% 8,072 $1.4M
Evercore Wealth Management, LLC 0.02% No change 8,044 $1.4M
Stance Capital LLC 0.68% Add +5.4% 8,022 $1.4M
Principal Securities, Inc. 0.02% Add +10.5% 7,973 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -44.9% 7,950 $1.4M
Rockland Trust Co. 0.06% Reduce -29.0% 7,937 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -22.5% 7,896 $1.4M
Fiduciary Trust Co 0.02% Reduce -21.2% 7,800 $1.4M
Lantz Financial LLC 0.28% Add +0.3% 7,784 $1.4M
Landscape Capital Management, L.L.C. 0.09% Reduce -70.8% 7,763 $1.3M
Boyd Watterson Asset Management LLC 0.41% Add +13.9% 7,736 $1.3M
Essex Financial Services, Inc. 0.08% Add +10.5% 7,716 $1.3M
Chilton Investment Co. Inc. 0.03% Add +54.0% 7,709 $1.3M
Mission Wealth Management, LP 0.03% Reduce -10.7% 7,538 $1.3M
IFP Advisors, Inc 0.03% Reduce -17.0% 7,525 $1.3M
Pallas Capital Advisors LLC 0.05% Add +53.7% 7,518 $1.3M
Penserra Capital Management LLC 0.02% Add +178.0% 7,516 $1.3M
Krilogy Financial LLC 0.04% Add +194.9% 7,093 $1.3M
Stephens Inc. 0.02% Add +16.1% 7,412 $1.3M
LS Investment Advisors, LLC 0.19% Reduce -0.1% 7,336 $1.3M
Ballentine Partners, LLC 0.02% Reduce -23.9% 7,334 $1.3M
Twinbeech Capital LP 0.13% Reduce -73.3% 7,300 $1.3M
Waddell & Associates, LLC 0.07% Add +540.4% 7,294 $1.3M
TCTC Holdings, LLC 0.04% No change 7,247 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +34.7% 7,214 $1.3M
Clifford Swan Investment Counsel LLC 0.04% Reduce -0.2% 7,209 $1.3M
Hills Bank & Trust Co 0.06% Reduce -19.1% 7,154 $1.2M
Arwa LLC 0.60% Add +6.3% 7,046 $1.2M
McAdam, LLC 0.05% Add +0.3% 7,027 $1.2M
Perigon Wealth Management, LLC 0.02% Reduce -11.2% 7,012 $1.2M
Great Valley Advisor Group, Inc. 0.02% New 6,995 $1.2M
Westerkirk Capital Inc. 0.13% Reduce -6.8% 6,910 $1.2M
First Citizens Bank & Trust Co. 0.03% Reduce -18.3% 6,837 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Add +47.2% 6,752 $1.2M
Welch & Forbes LLC 0.02% Reduce -0.8% 6,789 $1.2M
Smith Salley Wealth Management 0.06% Add +22.7% 6,776 $1.2M
US Asset Management LLC 1.02% Reduce -0.3% 6,760 $1.2M
Legacy Capital Wealth Partners, LLC 0.24% Add +14.9% 6,716 $1.2M
WestHill Financial Advisors, Inc. 0.22% Reduce -0.3% 6,709 $1.2M
Parallel Advisors, LLC 0.02% Add +3.0% 6,681 $1.2M
Ridgewood Investments LLC 0.47% — 6,641 $1.2M
Beverly Hills Private Wealth, LLC 0.19% Add +0.3% 6,622 $1.1M
Smithfield Trust Co 0.05% Reduce -0.7% 6,576 $1.1M
Legacy Financial Advisors, Inc. 0.16% Add +294.3% 6,537 $1.1M
Evergreen Capital Management LLC 0.02% Add +173.6% 6,522 $1.1M
Arkadios Wealth Advisors 0.02% Reduce -7.4% 6,519 $1.1M
Diversify Wealth Management, LLC 0.02% New 6,618 $1.1M
Chatham Capital Group, Inc. 0.16% Reduce -4.8% 6,453 $1.1M
TD Private Client Wealth LLC 0.02% Add +22.3% 6,418 $1.1M
Journey Strategic Wealth LLC 0.03% Add +35.8% 6,417 $1.1M
Ameritas Advisory Services, LLC 0.04% Reduce -17.0% 6,347 $1.1M
Pinebridge Investments LLC 0.01% Reduce -27.4% 6,342 $1.1M
Citizens & Northern Corp. 0.27% Reduce -2.6% 6,340 $1.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% Reduce -38.9% 6,338 $1.1M
Concord Wealth Partners 0.14% Add +10.3% 6,268 $1.1M
Simplicity Wealth,LLC 0.06% Add +5.2% 6,227 $1.1M
Westpac Banking Corp. 0.07% Add +71.5% 6,198 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +24.6% 6,186 $1.1M
Exchange Bank 0.74% Reduce -0.1% 6,164 $1.1M
Daymark Wealth Partners, LLC 0.03% Add +304.7% 6,135 $1.1M
Faithward Advisors, LLC 0.15% Add +165.9% 8,273 $1.1M
Middleton & Co. Inc. 0.12% Add +150.3% 6,116 $1.1M
Venturi Wealth Management, LLC 0.05% Add +35.8% 6,102 $1.1M
Wimmer Associates 1, LLC 0.52% Add +0.6% 6,092 $1.1M
Graybill Wealth Management, LTD. 0.32% No change 6,053 $1.0M
Thompson Siegel & Walmsley LLC 0.02% No change 6,049 $1.0M
Douglas Lane & Associates, LLC 0.02% New 6,033 $1.0M
Advisory Services Network, LLC 0.01% Add +18.0% 6,008 $1.0M
Fifth Third Wealth Advisors LLC 0.04% Add +6.4% 6,002 $1.0M
Frank, Rimerman Advisors LLC 0.07% Reduce -0.2% 5,994 $1.0M
D.A. Davidson & Co. 0.01% Reduce -1.0% 5,975 $1.0M
Integrity Alliance, Llc. 0.04% Reduce -8.5% 5,864 $1.0M
Prosperity Consulting Group, LLC 0.04% Reduce -54.1% 5,831 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -7.5% 5,811 $1.0M
AA Financial Advisors, LLC 0.14% Reduce -5.3% 5,806 $1.0M
Novem Group 0.12% Add +6.1% 5,799 $1.0M
Baker Tilly Wealth Management, LLC 0.24% Add +76.6% 5,799 $1.0M
Sompo Asset Management Co., Ltd. 0.18% Reduce -6.8% 5,780 $1.0M
Souders Financial Advisors 0.11% Reduce -12.1% 5,763 $1000K
LMCG Investments, LLC 0.06% New 5,712 $991K
Donaldson Capital Management, LLC 0.03% Reduce -7.7% 5,705 $990K
Rwa Wealth Partners, LLC 0.01% Reduce -15.5% 5,678 $985K
Dorsey & Whitney Trust CO LLC 0.05% Add +5.3% 5,667 $983K
Laurel Oak Wealth Management, LLC 0.16% Reduce -0.2% 5,654 $981K
Lester Murray Antman dba SimplyRich 0.25% Reduce -1.6% 5,653 $980K
Nicolet Bankshares Inc. 0.04% Add +129.0% 5,666 $978K
Elmwood Wealth Management, Inc. 0.27% Reduce -4.2% 5,622 $975K
Abc Arbitrage SA 0.13% Reduce -57.4% 5,613 $974K
NorthRock Partners, LLC 0.02% Add +126.4% 5,587 $969K
S-Bank Fund Management Ltd 0.14% Reduce -3.6% 5,559 $964K
Rothschild Investment LLC 0.05% Add +51.6% 5,551 $963K
Neville Rodie & Shaw Inc. 0.07% No change 5,530 $959K
Ironwood Investment Counsel, LLC 0.14% Add +0.1% 5,528 $959K
Mattern Capital Management, LLC 0.11% Add +11.2% 5,492 $953K
Concord Asset Management, LLC 0.16% Reduce -3.7% 5,473 $949K
Evoke Wealth, LLC 0.02% Add +117.0% 5,458 $947K
Trust Asset Management LLC 0.07% No change 5,454 $946K
Employees Retirement System of Texas 0.01% Add +5.8% 5,414 $939K
JGP Wealth Management, LLC 0.10% Reduce -2.6% 5,402 $937K
Fidelis Capital Partners, LLC 0.07% Reduce -3.6% 5,355 $929K
Checchi Capital Advisers, LLC 0.06% Add +7.5% 5,319 $923K
Quadcap Wealth Management, LLC 0.10% Add +1.4% 5,293 $918K
Canandaigua National Corp. 0.08% — 5,248 $910K
AlphaCore Capital LLC 0.02% Add +50.2% 5,170 $897K
Nilsine Partners, LLC 0.07% Reduce -5.4% 5,269 $897K
Advyzon Investment Management, LLC 0.08% Add +53.3% 5,166 $896K
Hamilton Point Investment Advisors, LLC 0.14% Reduce -0.4% 5,136 $891K
Wedmont Private Capital 0.03% Reduce -9.9% 5,048 $887K
Cullen/Frost Bankers, Inc. 0.01% Add +1.2% 5,114 $887K
Broadway Wealth Solutions, Inc. 0.46% Reduce -0.2% 5,107 $886K
Fjell Capital, LLC 0.68% Add +2.9% 5,098 $884K
Murphy, Middleton, Hinkle & Parker, Inc. 0.40% New 5,021 $871K
Quantitative Investment Management, LLC 0.09% Reduce -27.1% 5,021 $870K
SkyView Investment Advisors, LLC 0.12% Add +1.4% 4,998 $868K
Truefg, LLC 0.23% No change 5,000 $867K
Ceeto Capital Group, LLC 0.27% No change 5,000 $867K
Kathmere Capital Management, LLC 0.05% Add +41.1% 4,998 $867K
Turtle Creek Wealth Advisors, LLC 0.07% Add +3.1% 4,998 $867K
Colter Lewis Investment Partners LLC 0.80% New 4,924 $854K
Gilbert & Cook, Inc. 0.11% Add +0.2% 4,895 $849K
TBH Global Asset Management, LLC 0.17% Add +11.8% 4,887 $848K
Kintra Wealth, LLC 0.06% Add +11.6% 4,882 $847K
Aaron Wealth Advisors LLC 0.05% Add +19.7% 4,835 $839K
Regal Investment Advisors LLC 0.05% Add +14.1% 4,832 $838K
Cary Street Partners Investment Advisory LLC 0.21% Reduce -0.1% 4,792 $831K
Evolve Private Wealth, LLC 0.04% Add +65.9% 4,766 $827K
HM Payson & Co. 0.01% No change 4,726 $820K
Ameritas Investment Partners, Inc. 0.03% Reduce -0.9% 4,711 $817K
Atlantic Union Bankshares Corp 0.02% Reduce -0.4% 4,706 $816K
Dover Advisors, LLC 0.34% Reduce -36.5% 4,689 $813K
Beck Bode, LLC 0.14% No change 4,689 $813K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +4.9% 4,671 $810K
Quadrant Private Wealth Management, LLC 0.12% Add +0.5% 4,645 $806K
Murphy Pohlad Asset Management LLC 0.29% No change 4,645 $806K
Cigna Investments Inc. 0.12% Reduce -1.7% 4,628 $803K
West Family Investments, Inc. 0.28% Reduce -1.4% 4,614 $800K
Wilmington Savings Fund Society, FSB 0.02% Add +6.4% 4,582 $795K
Oppenheimer & Co. Inc. 0.01% Reduce -8.7% 4,536 $787K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -32.4% 4,520 $784K
Center For Asset Management LLC 0.39% Reduce -0.9% 4,511 $782K
Bridgewater Advisors Inc. 0.05% Reduce -5.4% 4,876 $775K
Mma Asset Management LLC 0.27% Add +9.2% 4,460 $774K
Gateway Investment Advisers LLC 0.01% Reduce -18.6% 4,450 $772K
Level Four Advisory Services, LLC 0.03% Add +8.7% 4,423 $767K
Cascade Financial Partners, LLC 0.08% Reduce -1.2% 4,423 $767K
Norway Savings Bank 0.36% Reduce -23.5% 4,417 $766K
Trust Point Inc. 0.07% Add +88.2% 4,414 $766K
CreativeOne Wealth, LLC 0.02% Reduce -0.1% 4,400 $763K
Rothschild Wealth LLC 0.07% Add +192.8% 4,395 $762K
NorthCoast Asset Management LLC 0.02% Reduce -4.0% 4,394 $762K
Generali Investments CEE, investicni spolecnost, a.s. 0.04% Add +6.2% 4,383 $760K
Independent Advisor Alliance 0.01% Add +12.3% 4,279 $742K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -2.5% 4,240 $735K
Marshall Financial Group, LLC 0.12% Add +3.5% 4,236 $735K
PDS Planning, Inc 0.05% Add +8.4% 4,224 $733K
Western Wealth Management, LLC 0.03% Reduce -1.6% 4,224 $733K
Entropy Technologies, LP 0.03% Reduce -94.7% 4,214 $731K
Compound Planning, Inc. 0.02% Add +53.2% 4,210 $730K
Bar Harbor Wealth Management 0.04% Reduce -7.7% 4,184 $726K
Profund Advisors LLC 0.03% Reduce -18.1% 4,176 $724K
Integrated Advisors Network LLC 0.04% Reduce -4.4% 4,176 $724K
Net Worth Advisory Group 0.15% Reduce -2.0% 4,112 $713K
Gryphon Financial Partners LLC 0.07% Add +12.4% 4,102 $712K
Mutual Advisors, LLC 0.02% Add +3.4% 4,076 $707K
TOWER TRUST & INVESTMENT Co 0.46% Reduce -2.6% 4,061 $704K
Persium Advisors, LLC 0.55% Add +9.5% 4,047 $702K
GM Advisory Group, LLC 0.03% Reduce -2.4% 4,046 $702K
Corps Capital Advisors, LLC 0.61% Add +49.8% 4,045 $702K
Wingate Wealth Advisors, Inc. 0.37% Reduce -0.5% 4,022 $698K
Ausdal Financial Partners, Inc. 0.03% Reduce -2.7% 4,019 $697K
Soltis Investment Advisors LLC 0.05% Add +58.6% 4,010 $696K
Tobam 0.18% Add +0.1% 3,992 $692K
Sowell Financial Services LLC 0.03% Add +4.7% 3,984 $691K
Vanguard National Trust Co 0.04% — 3,982 $691K
Sfmg, LLC 0.05% Reduce -0.5% 3,963 $687K
Coastal Bridge Advisors, LLC 0.05% Add +2.5% 3,947 $685K
Perpetual Ltd 0.01% Add +251.5% 3,944 $684K
Jackson Thornton Wealth Management, LLC 0.06% Add +109.0% 4,049 $681K
EntryPoint Capital, LLC 0.20% Reduce -35.4% 3,920 $680K
Kondo Wealth Advisors, Inc. 0.25% Reduce -0.1% 3,896 $676K
Baker Ellis Asset Management LLC 0.08% Reduce -9.5% 3,896 $676K
Sumitomo Life Insurance Co. 0.02% Reduce -52.6% 3,894 $675K
Parisi Gray Wealth Management 0.16% No change 3,882 $673K
James Hambro & Partners LLP 0.03% Reduce -1.8% 3,856 $669K
Midwest Trust Co 0.01% Reduce -8.1% 3,827 $664K
Verition Fund Management LLC 0.01% Reduce -89.6% 3,823 $663K
Summit Global Investments 0.04% Add +0.3% 3,809 $661K
Sageworth Trust Co 0.03% New 3,782 $656K
Groupama Asset Managment 0.01% Add +68.4% 3,766 $653K
Maridea Wealth Management LLC 0.10% Add +100.3% 3,758 $652K
MOKAN Wealth Management Inc. 0.29% New 3,752 $651K
Matthew Goff Investment Advisor, LLC 0.11% No change 3,749 $650K
Signet Private Wealth LLC 0.62% Reduce -5.0% 3,748 $650K
Allred Capital Management, LLC 0.23% Add +1.5% 3,719 $645K
Buckley Wealth Management, LLC 0.16% Add +11.6% 3,716 $645K
Aries Wealth Management 0.14% Reduce -3.0% 3,713 $644K
Sylvest Advisors, LLC 0.34% Add +5.1% 3,684 $639K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.5% 3,679 $638K
Gateway Wealth Partners, LLC 0.02% New 3,677 $638K
J. Safra Sarasin Holding AG 0.01% Reduce -97.0% 3,652 $633K
GTS Securities LLC 0.02% Reduce -49.5% 3,648 $633K
Shira Ridge Wealth Management 0.25% No change 3,641 $632K
Legacy Wealth Asset Management, LLC 0.15% Add +2.8% 3,641 $632K
Empower Advisory Group, LLC 0.00% Reduce -9.2% 3,640 $631K
Manchester Capital Management LLC 0.09% Reduce -1.7% 3,639 $631K
Fox Run Management, L.L.C. 0.11% New 3,611 $631K
Loudon Investment Management, LLC 0.34% New 3,600 $624K
Vista Investment Partners LLC 0.17% No change 3,600 $624K
Caldwell Trust Co 0.05% No change 3,531 $612K
Essex Investment Management Co. LLC 0.10% Reduce -9.5% 3,530 $612K
First National Trust Co 0.02% Reduce -9.8% 3,528 $612K
SBI Okasan Asset Management Co.Ltd. 0.03% No change 3,500 $612K
Qtron Investments LLC 0.08% No change 3,524 $611K
PCM Encore, LLC 0.13% Add +2.4% 3,507 $608K
Noesis Capital Mangement Corp. 0.09% No change 3,500 $607K
Fort Sheridan Advisors LLC 0.07% New 3,491 $606K
Wick Capital Partners, LLC 0.11% Add +67.2% 3,470 $602K
Connecticut Wealth Management, LLC 0.03% Reduce -16.4% 3,464 $601K
Coign Capital Advisors LLC 0.31% Add +7.8% 3,450 $598K
Strategic Blueprint, LLC 0.03% Add +0.3% 3,446 $598K
Jump Financial, LLC 0.01% Reduce -97.7% 3,440 $597K
Prospera Financial Services Inc 0.01% Reduce -20.7% 3,386 $588K
Fulton Bank, N.A. 0.02% Reduce -8.1% 3,353 $582K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,334 $578K
Supplemental Annuity Collective Trust of NJ 0.16% New 3,317 $575K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Add +187.4% 3,314 $575K
Kiley Juergens Wealth Management, LLC 0.10% New 3,300 $572K
Palisade Capital Management, LP 0.02% Add +178.6% 3,298 $572K
United Bank 0.19% Reduce -50.5% 3,281 $569K
Waller Financial Planning Group, Inc. 0.13% Add +0.5% 3,272 $568K
Alerus Financial NA 0.03% Reduce -19.4% 3,268 $567K
Catalyst Funds Management Pty Ltd 0.10% New 3,265 $566K
Legacy Advisors, LLC 0.07% Add +9.3% 3,253 $564K
Kohmann Bosshard Financial Services, LLC 0.05% No change 3,244 $563K
Parvin Asset Management, LLC 0.41% No change 3,230 $560K
PGIM Custom Harvest LLC 0.01% Add +19.6% 3,226 $559K
Swmg, LLC 0.16% Reduce -9.6% 3,206 $556K
Intellus Advisors LLC 0.08% Add +43.0% 3,205 $556K
Duncker Streett & Co. Inc. 0.11% No change 3,200 $555K
Defined Wealth Management, LLC 0.32% Add +1.3% 3,197 $555K
Yanni & Associates Investment Advisors, LLC 0.57% No change 3,180 $552K
Permanent Capital Management, LP 0.09% Add +0.5% 3,252 $548K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.7% 3,157 $548K
Advance Capital Management, Inc. 0.02% Reduce -13.5% 3,152 $547K
Rodgers Brothers Inc. 0.06% No change 3,150 $546K
44 Wealth Management LLC 0.19% Add +6.6% 3,148 $546K
LGT Fund Management Co Ltd. 0.02% Reduce -9.9% 3,136 $544K
Missouri Trust & Investment Co 0.16% Reduce -0.6% 3,120 $541K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.4% 3,118 $541K
TIAA Wealth Investment Management LLC 0.00% — 3,116 $540K
Earned Wealth Advisors, LLC 0.04% Add +137.9% 3,107 $539K
Vicus Capital 0.04% Add +0.5% 3,107 $539K
Bill Few Associates, Inc. 0.13% Add +0.2% 3,090 $536K
Florida Financial Advisors, LLC 0.13% Add +3.8% 3,088 $536K
Leonteq Securities AG 0.03% Add +429.6% 3,082 $535K
71 West Capital Partners 0.02% Add +43.7% 3,076 $534K
Capula Management Ltd 0.00% New 3,043 $528K
North Star Asset Management Inc. 0.02% No change 3,030 $526K
Boothbay Fund Management, LLC 0.01% Reduce -37.8% 3,021 $524K
MCF Advisors LLC 0.02% Add +87.0% 3,001 $520K
Venator Management LLC 0.13% Add +11.1% 3,000 $520K
Advisors Capital Management, LLC 0.01% Add +8.6% 2,995 $520K
Mach-1 Financial Group, LLC 0.18% Reduce -40.4% 2,984 $518K
RiverFront Investment Group, LLC 0.01% Add +2.4% 2,977 $516K
Boltwood Capital Management 0.13% Reduce -33.6% 2,968 $515K
CSU Producer Resources, Inc. 1.48% No change 2,967 $515K
OpenArc Corporate Advisory, LLC 0.01% Add +0.7% 2,950 $512K
VestGen Advisors, LLC 0.01% New 3,129 $511K
Archvest Wealth Advisors, Inc. 0.33% Add +7.4% 2,918 $506K
White Pine Investment CO 0.12% Reduce -5.6% 2,920 $506K
Ellevest, Inc. 0.07% Add +8.5% 2,910 $505K
NorthStar Asset Management LLC 0.24% Reduce -59.3% 2,900 $503K
Mayport, LLC 0.09% Add +60.9% 2,893 $502K
NewEdge Wealth, LLC 0.01% Reduce -81.9% 2,881 $500K
Strid Group, LLC 0.06% No change 2,873 $498K
Natixis 0.00% Reduce -86.6% 2,852 $495K
Cambria Investment Management, L.P. 0.03% New 2,849 $494K
Premier Path Wealth Partners, LLC 0.06% Add +12.8% 2,844 $493K
Deseret Mutual Benefit Administrators 0.17% Add +66.7% 2,844 $493K
Sterling Wealth Management, Inc. 0.13% No change 2,817 $489K
DF Dent & Co. Inc. 0.01% Reduce -50.8% 2,816 $488K
IHT Wealth Management, LLC 0.01% Add +1.8% 2,808 $487K
FORA Capital, LLC 0.04% New 2,806 $487K
Meritas Wealth Management, LLC 0.22% No change 2,805 $487K
PFG Investments, LLC 0.02% Add +58.9% 2,794 $485K
Private Trust Co. NA 0.04% Reduce -2.6% 2,788 $484K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.4% 2,776 $482K
VeraBank, N.A. 0.09% Reduce -28.1% 2,741 $475K
Fulcrum Asset Management LLP 0.07% Add +5.1% 2,721 $475K
Portland Global Advisors LLC 0.05% No change 2,739 $475K
Patrick M Sweeney & Associates, Inc. 0.30% Add +1.9% 2,734 $474K
Knightsbridge Asset Management, LLC 0.06% New 2,729 $473K
SOA Wealth Advisors, LLC. 0.09% Reduce -1.2% 2,728 $473K
Savvy Advisors, Inc. 0.01% Add +8.8% 2,717 $471K
First Horizon Corp. 0.02% Add +62.5% 2,717 $471K
Wealthspire Advisors, LLC 0.00% Reduce -59.9% 2,700 $468K
Capital Advisors Inc. 0.01% Add +1.6% 2,699 $468K
Advisortrust Partners, LLC 0.19% New 2,681 $465K
Warther Private Wealth, LLC 0.11% Reduce -0.7% 2,680 $465K
Rossby Financial, LCC 0.10% Reduce -1.8% 2,704 $465K
Trust Co. of Toledo NA 0.04% Reduce -39.9% 2,677 $464K
Capital Group Investment Management Pte. LTD. 0.08% Reduce -20.8% 2,673 $464K
Bulltick Wealth Management, LLC 0.10% Add +140.3% 2,648 $459K
L2 Asset Management, LLC 0.04% Add +7.4% 2,647 $459K
Bison Wealth, LLC 0.04% Reduce -4.8% 2,867 $456K
Quotient Wealth Partners, LLC 0.01% Add +1.3% 2,630 $456K
Jacobi Capital Management LLC 0.03% Add +3.8% 2,628 $456K
Boston Research & Management Inc. 0.11% No change 2,620 $454K
Beese Fulmer Investment Management, Inc. 0.03% New 2,618 $454K
Leavell Investment Management, Inc. 0.02% Reduce -47.9% 2,606 $452K
MASTERINVEST Kapitalanlage GmbH 0.05% Reduce -69.3% 2,594 $450K
LGT Group Foundation 0.01% Reduce -0.5% 2,593 $450K
Ninety One SA (Pty) Ltd 0.02% Reduce -12.7% 2,589 $449K
Nvest Financial, LLC 0.17% Reduce -1.6% 2,583 $448K
C2C Wealth Management, LLC 0.38% No change 2,580 $448K
Modera Wealth Management, LLC 0.01% Add +37.4% 2,562 $444K
West Paces Advisors Inc. 0.09% Reduce -47.7% 2,546 $442K
Heritage Investors Management Corp. 0.01% New 2,535 $440K
Journey Advisory Group, LLC 0.04% No change 2,224 $437K
Broderick Brian C 0.08% No change 2,500 $434K
FAS Wealth Partners, Inc. 0.03% Add +30.7% 2,494 $433K
Drive Wealth Management, LLC 0.09% Add +65.7% 2,489 $432K
Insigneo Advisory Services, LLC 0.03% Reduce -17.6% 2,487 $431K
Montag A & Associates Inc. 0.02% No change 2,475 $429K
Avestar Capital, LLC 0.03% Add +112.2% 2,457 $426K
Aprio Wealth Management, LLC 0.02% Add +40.2% 2,453 $425K
Calamos Wealth Management LLC 0.01% Add +11.2% 2,450 $425K
Thrive Wealth Management, LLC 0.06% Reduce -13.3% 2,437 $423K
Aberdeen Wealth Management LLC 0.19% No change 2,436 $423K
QTR Family Wealth, LLC 0.17% Add +73.1% 2,418 $418K
Personal Cfo Solutions, LLC 0.06% Reduce -9.4% 2,404 $417K
Trust Co 0.04% No change 2,401 $416K
AlphaGrep UK Ltd 0.12% Add +110.8% 2,392 $415K
Moors & Cabot, Inc. 0.02% Reduce -16.9% 2,391 $415K
Grove Bank & Trust 0.05% Add +109.1% 2,367 $411K
Capital Planning Advisors, LLC 0.06% Reduce -87.9% 2,366 $410K
Powell Investment Advisors, LLC 0.14% No change 2,359 $409K
Prime Capital Investment Advisors, LLC 0.00% Reduce -11.5% 2,358 $409K
Sapient Capital LLC 0.01% Add +77.0% 2,341 $406K
Procyon Advisors, LLC 0.02% Add +1.5% 2,314 $401K
Caerus Investment Advisors, LLC 0.17% Add +23.1% 2,304 $400K
GenTrust, LLC 0.02% New 2,303 $399K
Goldenstone Wealth Management LLC 0.29% No change 2,295 $398K
Foguth Wealth Management, LLC. 0.05% Reduce -0.3% 2,472 $395K
UMB Bank, n.a. 0.01% Reduce -25.8% 2,277 $395K
Frec Markets, Inc. 0.07% Add +1.7% 2,270 $394K
Csenge Advisory Group 0.02% Reduce -12.5% 2,259 $392K
Avalon Trust Co 0.03% Reduce -3.2% 2,244 $389K
Meeder Asset Management Inc. 0.02% Add +1867.5% 2,243 $389K
ARS Investment Partners, LLC 0.02% No change 2,228 $386K
Vest Financial, LLC 0.00% Add +15.3% 2,225 $386K
Destination Wealth Management 0.01% Reduce -9.4% 2,224 $386K
Genesis Private Wealth, LLC 0.12% Add +48.2% 2,217 $385K
Financial Consulate, Inc. 0.05% Reduce -0.4% 2,210 $383K
Foundations Investment Advisors, LLC 0.00% Add +13.3% 2,202 $382K
Walter & Keenan Wealth Management LLC /in/ 0.11% Reduce -0.6% 2,194 $381K
Lawood & Co. 0.35% No change 2,189 $380K
Mosley Wealth Management 0.17% No change 1,874 $378K
Lazard Freres Gestion S.A.S. 0.01% New 2,177 $377K
Roble, Belko & Company, Inc 0.05% Reduce -11.6% 2,170 $376K
Private Wealth Asset Management, LLC 0.04% Add +19.7% 2,152 $373K
Harbour Investments, Inc. 0.01% Add +69.9% 2,147 $372K
Kearns & Associates LLC 0.20% Reduce -25.0% 2,145 $372K
Americana Partners, LLC 0.01% New 2,136 $370K
Stokes Family Office, LLC 0.04% Reduce -24.3% 2,127 $369K
Cassaday & Co Wealth Management LLC 0.01% Reduce -1.4% 2,109 $366K
Fielder Capital Group LLC 0.08% Add +1.4% 2,105 $365K
Smith & Howard Wealth Management, LLC 0.08% No change 2,100 $364K
Eads & Heald Wealth Management 0.18% Reduce -2.8% 2,096 $364K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 2,094 $363K
Congress Asset Management Co. 0.00% No change 2,087 $362K
McElhenny Sheffield Capital Management, LLC 0.09% Add +0.5% 2,071 $359K
Reliant Investment Management, LLC 0.17% No change 2,066 $358K
Abundance Wealth Counselors 0.05% New 2,042 $354K
Fiduciary Family Office, LLC 0.10% Add +45.7% 2,040 $354K
Fisher Asset Management 0.00% Reduce -6.4% 2,037 $353K
GeoWealth Management, LLC 0.01% Add +26.8% 2,036 $353K
Federated Hermes, Inc. 0.00% Reduce -2.9% 2,037 $353K
Merrion Investment Management Co, LLC 0.19% No change 2,031 $352K
Stockman Wealth Management, Inc. 0.04% Reduce -0.7% 2,030 $352K
Eagle Harbor Asset Management Inc. 0.30% Add +65.1% 2,029 $352K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.4% 2,019 $350K
Wallace Capital Management Inc. 0.04% No change 2,010 $349K
Parsons Capital Management Inc. 0.02% Reduce -19.4% 2,010 $349K
AGH Wealth Advisors, LLC 0.26% Add +14.1% 2,002 $347K
Balefire, LLC 0.07% Add +4.8% 2,001 $347K
Hutchinson Capital Management 0.06% Add +0.1% 1,999 $347K
S&co Inc. 0.02% No change 2,000 $346K
HUB Investment Partners, LLC 0.01% Add +4.3% 1,991 $345K
Davis R M Inc. 0.01% Add +23.1% 1,991 $345K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.9% 1,988 $345K
Atala Financial Inc 0.23% Add +54.6% 1,981 $344K
Sigma Planning Corp 0.01% Reduce -21.0% 1,979 $343K
True North Advisors, LLC 0.04% Add +69.5% 1,958 $340K
CKW Financial Group 0.04% Add +0.3% 1,963 $337K
GEM Asset Management, LLC 0.15% Reduce -0.2% 1,929 $335K
Howard Capital Management, LLC 0.01% Reduce -51.9% 1,918 $333K
Optas, LLC 0.05% Add +4.6% 1,913 $332K
Ignite Planners, LLC 0.05% Add +11.1% 1,908 $331K
Carlson Capital, L.P. 0.13% New 1,900 $330K
Verity & Verity, LLC 0.02% Add +5.6% 1,900 $330K
Simplex Trading, LLC 0.01% Reduce -60.6% 1,893 $328K
Sun Financial Inc 0.16% Reduce -5.7% 2,051 $328K
Acima Private Wealth, LLC 0.10% Reduce -1.9% 1,881 $326K
Alta Advisers Ltd 0.12% No change 1,878 $326K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,934 $325K
Talisman Wealth Advisors LLC 0.26% Reduce -2.6% 1,870 $324K
Ascentis Independent Advisors 0.02% Add +58.8% 1,868 $324K
CWA Asset Management Group, LLC 0.01% Reduce -25.6% 1,867 $324K
Matauro, LLC 0.05% Reduce -31.9% 1,865 $323K
Verus Capital Partners, LLC 0.02% New 1,857 $322K
Dynamic Advisor Solutions LLC 0.01% Add +8.3% 1,843 $320K
Northwest Wealth Management, LLC 0.05% New 1,842 $319K
Koshinski Asset Management, Inc. 0.02% Add +35.9% 1,836 $318K
MBL Wealth, LLC 0.02% New 1,825 $317K
Financial Management Professionals, Inc. 0.04% Add +1.5% 1,815 $315K
E Fund Management Co., Ltd. 0.01% — 1,810 $314K
Texas Yale Capital Corp. 0.01% Add +36.6% 1,810 $314K
Childress Capital Advisors, LLC 0.06% Add +2.7% 1,809 $314K
Cornerstone Advisory, LLC 0.03% Reduce -9.4% 1,793 $311K
Dillon & Associates Inc. 0.04% No change 1,800 $311K
Avior Wealth Management, LLC 0.01% Add +4.2% 1,792 $311K
SYM FINANCIAL Corp 0.03% Add +26.9% 1,789 $310K
Northstar Financial Companies, Inc. 0.25% Reduce -8.6% 1,787 $310K
Waterloo Capital, L.P. 0.02% New 1,781 $309K
New Hampshire Trust 0.06% No change 1,778 $308K
Catalyst Financial Partners LLC 0.04% Add +5.0% 1,761 $305K
Summit Asset Management, LLC 0.04% Add +0.1% 1,757 $305K
Symphony Financial, Ltd. Co. 0.04% New 1,752 $304K
Kelleher Financial Advisors 0.08% Reduce -4.2% 1,705 $302K
Columbia Bank 0.09% Add +5.2% 1,736 $301K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,730 $300K
Clarkston Capital Partners, LLC 0.02% Reduce -22.5% 1,725 $299K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -21.2% 1,725 $299K
Evernest Financial Advisors, LLC 0.06% Reduce -7.2% 1,758 $299K
Tempo Wealth, LLC 0.05% Reduce -0.8% 1,722 $299K
Tower Bridge Advisors 0.03% Reduce -10.4% 1,716 $298K
LifeGoal Investments, LLC 0.17% New 1,725 $296K
SageView Advisory Group, LLC 0.01% Reduce -8.2% 1,706 $296K
Sava Infond d.o.o. 0.04% Add +112.5% 1,700 $295K
Riversedge Advisors, LLC 0.05% New 1,698 $295K
Meridian Wealth Advisors, LLC 0.04% Add +2.3% 1,695 $294K
Diversified Enterprises, LLC 0.02% Add +35.8% 1,691 $293K
Abner Herrman & Brock LLC 0.03% No change 1,690 $293K
Sanchez Gaunt Capital Management, LLC 0.18% — 1,688 $293K
Mayflower Financial Advisors, LLC 0.04% Reduce -11.3% 1,681 $292K
Hibernia Wealth Partners, LLC 0.09% Add +3.3% 1,672 $290K
Bailard, Inc. 0.01% Add +0.2% 1,667 $289K
Waldron Private Wealth LLC 0.01% Add +2.1% 1,661 $288K
Investment Partners, LTD. 0.10% No change 1,658 $288K
SeaCrest Wealth Management, LLC 0.03% Reduce -1.3% 1,652 $287K
Walleye Capital LLC 0.00% Reduce -87.5% 1,649 $286K
Clear Creek Financial Management, LLC 0.02% Add +13.7% 1,647 $286K
Basecamp Wealth Advisors LLC 0.06% Add +16.5% 1,643 $285K
FSM Wealth Advisors, LLC 0.04% Reduce -9.0% 1,643 $285K
TFR Capital, LLC. 0.09% Add +1.9% 1,638 $284K
BlueSky Wealth Advisors, LLC 0.04% New 1,635 $284K
Gratus Wealth Advisors, LLC 0.04% Reduce -3.8% 1,632 $283K
Defiance ETFs, LLC 0.00% New 1,623 $282K
Gladstone Institutional Advisory LLC 0.01% Add +6.8% 1,619 $281K
OneAscent Family Office, LLC 0.20% Add +28.3% 1,618 $281K
Hall Laurie J Trustee 0.10% No change 1,610 $279K
Palisades Hudson Asset Management, L.P. 0.11% No change 1,607 $279K
Eastern Bank 0.00% Add +0.2% 1,605 $278K
Everhart Financial Group, Inc. 0.02% New 1,602 $278K
Sun Group Wealth Partners 0.22% Reduce -7.9% 1,600 $278K
Ewa, LLC 0.06% Add +3.5% 1,598 $277K
Modern Wealth Management, LLC 0.00% Add +23.6% 1,611 $277K
Intellectus Partners, LLC 0.06% Add +20.9% 1,588 $275K
FourThought Financial Partners, LLC 0.02% Add +3.9% 1,580 $274K
True Wealth Design, LLC 0.08% Add +402.6% 1,573 $273K
1015 Capital Partners, LLC 0.26% No change 1,567 $272K
Ariadne Wealth Management, LP 0.12% Add +25.3% 1,563 $271K
IFC Advisors LLC 0.04% Add +1.3% 1,561 $271K
Spirepoint Private Client, LLC 0.03% Reduce -48.8% 1,561 $271K
Pure Financial Advisors, LLC 0.00% Reduce -44.7% 1,561 $271K
St Germain D J Co. Inc. 0.01% No change 1,558 $270K
Patton Fund Management, Inc. 0.05% Add +29.8% 1,557 $270K
Keel Point, LLC 0.02% Reduce -26.4% 1,556 $270K
Mark Sheptoff Financial Planning, LLC 0.14% No change 1,609 $269K
Riverwater Partners LLC 0.09% Reduce -21.4% 1,551 $269K
Wellington Grp LLC 0.08% No change 1,545 $268K
Northside Capital Management, LLC 0.02% Add +29.5% 1,535 $266K
Family Manage LLC 0.03% New 1,532 $266K
Claro Advisors Inc. 0.03% Reduce -0.3% 1,531 $266K
Revisor Wealth Management LLC 0.07% Reduce -1.9% 1,523 $264K
iA Global Asset Management Inc. 0.00% No change 1,520 $264K
Mainsail Asset Management, LLC 0.12% New 1,512 $262K
Sterling Group Wealth Management, LLC 0.12% Add +16.1% 1,511 $262K
Main Street Financial Solutions, LLC 0.02% Add +2.0% 1,508 $262K
1900 Wealth Management LLC 0.02% New 1,506 $261K
Expressive Wealth LLC 0.25% New 1,590 $261K
J.E. Simmons & Co., P.C. 0.17% Reduce -1.4% 1,502 $261K
Yoffe Investment Management, LLC 0.33% No change 1,500 $260K
Johnson & White Wealth Management, LLC 0.11% No change 1,500 $260K
Stiles Financial Services Inc 0.08% Reduce -2.5% 1,499 $260K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -11.0% 1,501 $260K
Natural Investments, LLC 0.06% Add +0.1% 1,494 $259K
Lanark Financial, Inc. 0.02% Reduce -0.9% 1,486 $258K
Alpha Family Trust 0.13% New 1,485 $258K
Nwam LLC 0.01% Reduce -24.8% 1,481 $257K
D'Orazio & Associates, Inc. 0.03% Reduce -0.5% 1,476 $256K
Advisor OS, LLC 0.02% New 1,475 $256K
PFS Partners, LLC 0.12% Add +0.1% 1,471 $255K
Detalus Advisors, LLC 0.06% Reduce -7.2% 1,467 $254K
Income Insurance Ltd 0.17% No change 1,466 $254K
Haverford Trust Co 0.00% Add +21.4% 1,456 $253K
Baron Wealth Management LLC 0.08% Add +34.4% 1,453 $252K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.8% 1,441 $252K
Continuum Advisory, LLC 0.02% Add +5.3% 1,452 $252K
Fayez Sarofim & Co 0.00% No change 1,450 $252K
Kera Capital Partners, Inc. 0.03% New 1,447 $251K
Flatrock Wealth Partners LLC 0.11% New 1,444 $250K
Cornerstone Wealth Group, LLC 0.02% Add +21.6% 1,397 $250K
Drucker Wealth 3.0, LLC 0.04% Reduce -5.1% 1,442 $250K
Cambient Family Office, LLC 0.03% Reduce -3.7% 1,441 $250K
Resonant Capital Advisors, LLC 0.01% New 1,438 $249K
River Road Asset Management, LLC 0.00% New 1,437 $249K
Bolthouse Investments, LLC 0.23% No change 1,436 $249K
Wedbush Securities Inc. 0.01% Reduce -1.8% 1,433 $249K
TFB Advisors LLC 0.13% Reduce -6.3% 1,434 $249K
HCR Wealth Advisors 0.03% Add +1.1% 1,434 $249K
Synergy Investment Management, LLC 0.08% Add +0.3% 1,430 $248K
Carret Asset Management, LLC 0.02% No change 1,430 $248K
Main Line Retirement Advisors, LLC 0.12% Add +0.1% 1,422 $247K
TigerOak Management, L.L.C. 0.08% Reduce -1.0% 1,421 $246K
Fulton Breakefield Broenniman LLC 0.02% Reduce -47.8% 1,417 $246K
Goldstein Advisors, LLC 0.03% Add +12.0% 1,417 $246K
Parkside Financial Bank & Trust 0.02% Add +6.4% 1,415 $245K
Capital Wealth Planning, LLC 0.00% Add +0.5% 1,407 $244K
StoneX Group Inc. 0.01% Reduce -20.2% 1,406 $244K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,403 $243K
Klingenstein Fields & Co. LP 0.01% No change 1,401 $243K
DV Trading LLC 0.02% New 1,400 $243K
Sax Wealth Advisors, LLC 0.01% Reduce -10.3% 1,300 $241K
Cromwell Holdings LLC 0.14% No change 1,390 $241K
Essex Bank 0.05% Add +1.4% 1,390 $241K
Prestige Wealth Management Group LLC 0.05% Reduce -1.0% 1,389 $241K
Sendero Wealth Management, LLC 0.03% New 1,384 $240K
Breakwater Capital Group 0.03% Reduce -0.9% 1,382 $240K
EJMK Ventures LLC 0.13% Reduce -17.8% 1,378 $239K
Legacy Advisory Services, LLC 0.18% Add +0.5% 1,375 $239K
Bank of New Hampshire 0.05% No change 1,370 $238K
Bfsg, LLC 0.02% Add +3379.5% 1,357 $235K
Tradewinds, LLC. 0.08% Add +1.2% 1,415 $235K
TCI Wealth Advisors, Inc. 0.01% Reduce -12.8% 1,351 $234K
Rice Hall James & Associates, LLC 0.01% No change 1,350 $234K
Outlook Wealth Advisors, LLC 0.06% Add +0.8% 1,349 $234K
Stronghold Wealth Management L.L.C. 0.35% Add +2.4% 1,349 $234K
Farmers & Merchants Investments Inc. 0.01% No change 1,337 $232K
Versant Capital Management, Inc 0.02% Add +28.6% 1,336 $232K
CYBER HORNET ETFs LLC 0.15% Reduce -1.6% 1,346 $231K
CVA Family Office, LLC 0.02% Add +40.9% 1,333 $231K
Indivisible Partners 0.02% Reduce -21.3% 1,328 $230K
PUREfi Wealth, LLC 0.15% Reduce -60.8% 1,325 $230K
International Assets Investment Management, LLC 0.02% Reduce -6.3% 1,327 $228K
AMG National Trust Bank 0.00% Reduce -47.6% 1,314 $228K
Innovative Asset Advisors Group, LLC 0.13% — 1,313 $228K
First Nebraska Trust Co 0.02% Add +4.8% 1,305 $226K
SlateStone Wealth, LLC 0.02% Reduce -15.8% 1,305 $226K
Mission Creek Capital Partners, Inc. 0.04% Reduce -7.1% 1,300 $225K
Mairs & Power Inc. 0.00% Reduce -4.1% 1,300 $225K
Busey Bank 0.01% Reduce -4.1% 1,291 $224K
Cornerstone Wealth Management, LLC 0.01% Add +0.3% 1,290 $224K
Everpar Advisors LLC 0.08% Reduce -25.6% 1,288 $223K
Old National Bancorp 0.00% Reduce -3.0% 1,279 $222K
Caden Capital Partners, LP 2.73% Add +127.8% 1,278 $222K
Nichols & Pratt Advisers LLP 0.01% No change 1,277 $221K
Signature Estate & Investment Advisors LLC 0.00% Reduce -2.5% 1,272 $221K
Founders Financial Alliance, LLC 0.04% New 1,272 $221K
Western Pacific Wealth Management, LP 0.22% New 1,270 $220K
Parthenon LLC 0.03% No change 1,269 $220K
Proficio Capital Partners LLC 0.01% Reduce -2.9% 1,269 $220K
Verdence Capital Advisors LLC 0.01% Reduce -62.6% 1,268 $220K
Everett Harris & Co. 0.00% Reduce -11.1% 1,265 $219K
Avidian Wealth Enterprises, LLC 0.01% Reduce -5.3% 1,260 $219K
waypoint wealth counsel 0.11% Reduce -32.0% 1,260 $219K
Lewis Asset Management, LLC 0.09% No change 1,255 $218K
Millstone Evans Group, LLC 0.13% No change 1,252 $217K
Kinloch Capital, LLC 0.09% Reduce -1.0% 1,252 $217K
MJP Associates Inc. 0.03% New 1,250 $217K
Vectors Research Management, LLC 0.06% Reduce -88.6% 1,248 $217K
Opal Wealth Advisors, LLC 0.05% Add +0.4% 1,239 $215K
Investor's Fiduciary Advisor Network, LLC 0.07% New 1,239 $214K
BIP Wealth, LLC 0.01% Add +9.4% 1,233 $214K
Genesee Capital Advisors, LLC 0.09% Reduce -14.2% 1,232 $214K
Stonebridge Financial Group, LLC / MO 0.18% Reduce -1.3% 1,230 $213K
Ancora Advisors LLC 0.00% Reduce -5.3% 1,225 $212K
Falcon Wealth Planning 0.01% New 1,224 $212K
Edgestream Partners, L.P. 0.01% Reduce -88.6% 1,224 $212K
Spartan Wealth Advisory Services LLC 0.02% — 1,222 $212K
Paragon Private Wealth Management, LLC 0.07% Add +5.1% 1,221 $212K
Norris Perne & French LLP 0.01% Reduce -30.5% 1,220 $212K
Root Financial Partners, LLC 0.01% Add +128.1% 1,218 $211K
COFG Advisors, LLC 0.05% Reduce -3.9% 1,211 $210K
New England Professional Planning Group Inc. 0.09% No change 1,211 $210K
Duncan Williams Asset Management, LLC 0.06% Add +0.1% 1,205 $209K
Acorn Creek Capital LLC 0.07% Reduce -8.8% 1,204 $209K
Granite FO LLC 0.12% No change 1,200 $208K
Diligent Investors, LLC 0.05% No change 1,200 $208K
TRB Wealth Management, LLC 0.03% — 1,200 $208K
Douglass Winthrop Advisors, LLC 0.00% Reduce -29.7% 1,200 $208K
Tyche Wealth Partners LLC 0.03% Add +1.9% 1,199 $208K
Nations Financial Group Inc, /Ia/ 0.01% Add +4.4% 1,197 $208K
Courier Capital LLC 0.01% Reduce -85.6% 1,190 $206K
Curated Wealth Partners LLC 0.03% Reduce -39.4% 1,188 $206K
Woodward Diversified Capital, LLC 0.09% Reduce -0.3% 1,167 $205K
Palumbo Wealth Management LLC 0.05% Add +1.6% 1,183 $205K
U.S. Capital Wealth Advisors, LLC 0.01% New 1,182 $205K
Allegiance Financial Group Advisory Services LLC 0.04% New 1,179 $204K
Cahaba Wealth Management, Inc. 0.01% Reduce -7.0% 1,174 $204K
Benchmark Financial Wealth Advisors, LLC 0.06% Reduce -0.2% 1,173 $204K
Brady Martz Wealth Solutions, LLC 0.03% New 1,163 $202K
Hollencrest Capital Management 0.01% No change 1,158 $201K
Strategic Wealth Partners, Ltd. 0.01% Add +0.3% 1,134 $197K
Resources Management Corp. /CT/ 0.03% No change 1,125 $195K
Mather Group, Llc. 0.00% Reduce -19.5% 1,051 $182K
MV Capital Management, Inc. 0.02% Add +0.6% 1,029 $178K
Bogart Wealth, LLC 0.01% Add +4.5% 1,020 $177K
Paradigm Asset Management Co. LLC 0.04% No change 1,000 $173K
Ascentis Wealth Management, LLC 0.04% No change 959 $166K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 948 $164K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Reduce -62.6% 915 $159K
CENTRAL TRUST Co 0.00% Add +16.0% 899 $156K
Essential Partners LLC 0.05% Reduce -27.4% 868 $151K
Park Place Capital Corp 0.03% Add +13.7% 847 $147K
Quent Capital, LLC 0.01% Add +1.6% 843 $146K
AdvisorNet Financial, Inc 0.01% Reduce -30.6% 831 $144K
Vestor Capital, LLC 0.01% Reduce -17.7% 802 $139K
Clayton Financial Group LLC 0.07% Add +1.3% 801 $139K
Knuff & Co LLC 0.04% New 780 $135K
Destiny Wealth Partners, LLC 0.01% New 748 $130K
HHM Wealth Advisors, LLC 0.01% Add +11.1% 740 $128K
Optiver Holding B.V. 0.00% New 732 $127K
Transamerica Financial Advisors, LLC 0.01% Add +93.2% 713 $124K
Independence Bank of Kentucky 0.02% Reduce -1.4% 711 $123K
Lavaca Capital LLC 0.02% No change 700 $121K
Clearstead Trust, LLC 0.02% Add +12.7% 668 $116K
Washington Trust Advisors, Inc. 0.01% Add +10.7% 662 $115K
Basepoint Wealth LLC 0.06% Add +0.6% 626 $109K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -88.3% 630 $108K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 610 $106K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 600 $104K
REAP Financial Group, LLC 0.02% Add +2.1% 580 $101K
Colonial Trust Co / SC 0.01% Add +2.9% 576 $100K
Union Savings Bank 0.04% No change 569 $99K
Wealth Enhancement Trust Services, Inc. 0.01% No change 559 $97K
Rosenberg Matthew Hamilton 0.02% Reduce -9.0% 556 $96K
Morse Asset Management, Inc 0.02% Add +37.0% 555 $96K
Manning & Napier Advisors LLC 0.00% No change 548 $95K
USA Financial Formulas 0.02% Add +1.9% 546 $95K
Wall Street Financial Group, Inc. 0.06% New 540 $94K
Evelyn Partners Investment Management Services Ltd 0.01% Reduce -46.3% 520 $90K
Osterweis Capital Management Inc. 0.01% Reduce -39.0% 513 $89K
Key Financial Inc 0.02% Add +344.1% 493 $86K
Salomon & Ludwin, LLC 0.01% Add +3.5% 472 $82K
Caldwell Sutter Capital, Inc. 0.03% Add +23.6% 472 $82K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.7% 468 $81K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +9.5% 463 $80K
Merrithew & Thorsten Inc 0.07% Add +0.4% 460 $79K
Hara Capital LLC 0.04% No change 453 $79K
Islay Capital Management, LLC 0.04% No change 450 $78K
Maseco LLP 0.00% No change 448 $78K
Global Assets Advisory, LLC 0.02% New 447 $78K
Owl Creek Wealth Partners LLC 0.03% — 444 $77K
Bruce G. Allen Investments, LLC 0.05% Reduce -25.6% 434 $75K
LRI Investments, LLC 0.01% Add +244.8% 431 $75K
Kozak & Associates, Inc. 0.01% Add +0.5% 429 $74K
Pittenger & Anderson Inc. 0.00% No change 429 $74K
Harbor Investment Advisory, LLC 0.01% Reduce -10.3% 425 $74K
Sachetta, LLC 0.04% No change 422 $73K
Lodestone Wealth Management LLC 0.03% Add +3.5% 420 $73K
Johnson Financial Group, Inc. 0.00% Reduce -22.6% 420 $73K
Tiaa Trust, National Association 0.00% Reduce -97.4% 416 $72K
GF Fund Management Co. LTD. 0.00% No change 415 $72K
DHJJ Financial Advisors, Ltd. 0.02% No change 410 $71K
New England Capital Financial Advisors LLC 0.02% Add +0.5% 410 $71K
Minot DeBlois Advisors LLC 0.06% No change 400 $69K
Heritage Wealth Advisors 0.00% Add +29.4% 392 $68K
Mowery & Schoenfeld Wealth Management, LLC 0.10% Reduce -28.0% 388 $67K
MidFirst Bank 0.01% Add +74.0% 381 $66K
Dagco, Inc. 0.01% Reduce -4.8% 379 $66K
Cornerstone National Bank & Trust Co 0.02% No change 375 $64K
Axiom Investment Management LLC 0.05% — 359 $62K
Raleigh Capital Management Inc. 0.02% Add +0.3% 359 $62K
Silvant Capital Management LLC 0.00% No change 358 $62K
Cornerstone Planning Group LLC 0.01% Add +33.6% 370 $62K
Acumen Wealth Advisors, LLC 0.02% Reduce -3.8% 354 $61K
Purpose Unlimited Inc. 0.00% No change 354 $61K
Aventura Private Wealth, LLC 0.02% No change 351 $61K
KERR FINANCIAL PLANNING Corp 0.04% Add +153.9% 358 $61K
Richardson Financial Services Inc. 0.04% Reduce -14.8% 346 $60K
Twin Peaks Wealth Advisors, LLC 0.01% New 343 $59K
Activest Wealth Management 0.01% Add +68.1% 343 $59K
SBI Securities Co., Ltd. 0.00% Reduce -29.4% 336 $58K
Ares Financial Consulting, LLC 0.05% Add +378.6% 335 $58K
Glen Eagle Advisors, LLC 0.01% Add +0.3% 326 $56K
Sound Income Strategies, LLC 0.00% Reduce -2.1% 326 $56K
SouthState Bank Corp 0.00% Reduce -16.4% 322 $56K
Wealth Preservation Advisors, LLC 0.05% New 317 $55K
Elevation Wealth Partners, LLC 0.02% Add +23.4% 311 $54K
Nova Wealth Management, Inc. 0.04% Reduce -44.6% 310 $54K
Whipplewood Advisors, LLC 0.03% Add +3750.0% 308 $53K
HighMark Wealth Management LLC 0.02% No change 308 $53K
S&T Bank 0.02% No change 305 $53K
Physician Wealth Advisors, Inc. 0.01% Reduce -31.4% 301 $52K
Riverview Trust Co 0.06% Reduce -25.0% 300 $52K
Chelsea Counsel Co. 0.02% No change 300 $52K
Plante Moran Financial Advisors, LLC 0.00% No change 300 $52K
Webster Bank, N. A. 0.00% No change 297 $52K
BankPlus Trust Department 0.01% Add +2770.0% 287 $50K
Perkins Coie Trust Co 0.01% No change 286 $50K
WPG Advisers, LLC 0.04% Reduce -13.4% 284 $49K
Meramec Financial Planners, LLC 0.02% Reduce -2.1% 282 $49K
Triumph Capital Management 0.01% Add +1.4% 279 $48K
JPL Wealth Management, LLC 0.01% New 279 $48K
Nemes Rush Group LLC 0.00% Reduce -26.4% 273 $47K
SJS Investment Consulting Inc. 0.01% Add +577.5% 271 $47K
GW&K Investment Management, LLC 0.00% Reduce -11.5% 270 $47K
Pension & Wealth Management Advisors, Inc. 0.01% No change 264 $46K
Dunhill Financial, LLC 0.01% Reduce -9.7% 262 $46K
Motco 0.00% Reduce -8.8% 259 $45K
EFG International AG 0.00% Reduce -96.3% 247 $43K
Addison Advisors LLC 0.01% Reduce -35.5% 245 $42K
University of Texas/Texas Am Investment Management Co. 0.01% No change 243 $42K
CoreCap Advisors, LLC 0.00% Reduce -8.7% 243 $42K
First Pacific Financial 0.01% Add +25.9% 238 $41K
Solstein Capital, LLC 0.02% Add +71.1% 231 $40K
Capital Analysts, LLC 0.00% Add +32.8% 227 $40K
Tompkins Financial Corp. 0.00% Reduce -30.0% 229 $40K
Rialto Wealth Management, LLC 0.01% Add +2.2% 228 $40K
Keating Financial Advisory Services, Inc. 0.01% Reduce -33.1% 228 $40K
Frazier Financial Advisors, LLC 0.02% Add +22.1% 221 $38K
Westside Investment Management, Inc. 0.01% Reduce -13.2% 218 $38K
Scarborough Advisors, LLC 0.00% New 217 $38K
Hanson & Doremus Investment Management 0.00% No change 206 $36K
Princeton Global Asset Management LLC 0.01% Reduce -37.5% 207 $36K
J.Safra Asset Management Corp 0.00% Reduce -24.0% 203 $35K
Fortitude Family Office, LLC 0.01% Add +71.2% 202 $35K
SHP Wealth Management 0.00% Add +44.9% 200 $35K
Trifecta Capital Advisors, LLC 0.01% Reduce -20.0% 200 $35K
Sankala Group LLC 0.03% No change 199 $34K
Kemnay Advisory Services Inc. 0.01% No change 195 $34K
Beacon Investment Advisory Services, Inc. 0.00% New 194 $34K
Stone House Investment Management, LLC 0.01% No change 190 $33K
Clean Yield Group 0.01% Reduce -3.6% 186 $32K
Oakworth Capital, Inc. 0.00% No change 186 $32K
First United Bank & Trust 0.01% No change 185 $32K
Rogco, LP 0.01% No change 183 $32K
Bayban 0.03% No change 181 $31K
Albion Financial Group 0.00% No change 180 $31K
JFS Wealth Advisors, LLC 0.00% Reduce -32.3% 180 $31K
Clear Investment Research, LLC 0.05% New 174 $30K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 173 $30K
Ameriflex Group, Inc. 0.02% No change 172 $30K
Operose Advisors LLC 0.01% Add +317.1% 171 $30K
Entrust Financial LLC 0.02% Add +43.1% 166 $29K
Canton Hathaway, LLC 0.01% No change 164 $28K
Swiss Re Ltd. 0.17% No change 159 $28K
Pinnacle Bancorp, Inc. 0.01% Add +2.6% 159 $28K
New Age Alpha Advisors, LLC 0.00% Add +42.0% 159 $28K
City Holding Co. 0.00% No change 157 $27K
Atlas Capital Advisors Inc. 0.00% No change 151 $26K
Bell Investment Advisors, Inc 0.00% Reduce -3.3% 149 $26K
Asset Dedication, LLC 0.00% Reduce -20.0% 144 $25K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +11.2% 139 $24K
Essential Investment Partners LLC 0.02% No change 135 $23K
Golden State Wealth Management, LLC 0.00% Reduce -8.9% 133 $23K
Covestor Ltd 0.02% Reduce -36.9% 130 $23K
Horizon Bancorp Inc. 0.01% Reduce -86.3% 135 $23K
Aventus Investment Advisors, Inc. 0.02% No change 130 $23K
Legacy Wealth Managment, LLC 0.01% Add +25.2% 129 $22K
Piscataqua Savings Bank 0.02% No change 129 $22K
Prosperity Bancshares Inc 0.02% Add +181.4% 121 $21K
PlanVest Financial, Inc 0.02% — 121 $21K
Delos Wealth Advisors, LLC 0.01% Reduce -22.3% 115 $20K
Raffa Wealth Management, LLC 0.00% Add +23.9% 114 $20K
High Note Wealth, LLC 0.00% Add +1.9% 109 $19K
Anchor Investment Management, LLC 0.00% Reduce -79.6% 108 $19K
Joseph Group Capital Management 0.00% Add +157.1% 108 $19K
Chesapeake Asset Management LLC 0.01% Reduce -93.5% 103 $18K
Chung Wu Investment Group, LLC 0.02% No change 102 $18K
Barnes Dennig Private Wealth Management LLC 0.02% New 101 $18K
Westfuller Advisors, LLC 0.01% Add +37.0% 100 $17K
Curat Global, LLC 0.02% No change 100 $17K
Colonial Trust Advisors 0.00% No change 100 $17K
TD Capital Management LLC 0.00% No change 100 $17K
Cypress Capital Management LLC (WY) 0.02% New 97 $17K
WealthCollab, LLC 0.01% No change 95 $16K
Kilter Group LLC 0.01% Add +24.3% 92 $16K
DT Investment Partners, LLC 0.00% Reduce -75.1% 90 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 89 $15K
Truvestments Capital LLC 0.00% Reduce -5.4% 88 $15K
Wilkerson Advisory Group LLC 0.01% Add +117.5% 87 $15K
Ogorek Anthony Joseph /NY/ 0.00% Add +12.7% 89 $15K
Highline Wealth Partners LLC 0.00% Add +11.8% 85 $15K
Quest 10 Wealth Builders, Inc. 0.01% Add +86.7% 84 $15K
Boreal Capital Management LLC 0.01% No change 83 $14K
Mascoma Wealth Management LLC 0.00% Reduce -2.4% 83 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +2633.3% 82 $14K
Summit Securities Group LLC 0.01% Reduce -89.0% 80 $14K
Signature Equity Partners, LLC 0.01% Add +2.6% 80 $14K
Abound Wealth Management 0.00% Add +10.0% 77 $13K
Aspect Partners, LLC 0.01% No change 76 $13K
Align Financial, LLC 0.01% Reduce -99.5% 75 $13K
Arlington Trust Co LLC 0.00% New 75 $13K
GHP Investment Advisors, Inc. 0.00% No change 72 $12K
1248 Management, LLC 0.01% No change 72 $12K
First Command Advisory Services, Inc. 0.00% Add +230.0% 66 $11K
Field & Main Bank 0.00% No change 65 $11K
Capital Advisors, Ltd. LLC 0.00% Add +80.0% 63 $11K
Copia Wealth Management 0.01% No change 62 $11K
Osbon Capital Management LLC 0.01% No change 61 $11K
Pflug Koory, LLC 0.00% No change 61 $11K
Richards, Merrill & Peterson, Inc. 0.00% No change 59 $10K
McGuire Capital Advisors Inc. 0.01% Reduce -34.8% 58 $10K
Avion Wealth 0.00% Reduce -13.7% 63 $10K
RHL Group, LLC 0.01% New 54 $9K
Bare Financial Services, Inc 0.00% Add +184.2% 54 $9K
Miller Global Investments, LLC 0.01% No change 53 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 53 $9K
American National Bank & Trust 0.00% Reduce -25.4% 50 $9K
Guinness Atkinson Asset Management Inc 0.00% No change 44 $8K
Evelyn Partners Asset Management Ltd 0.00% No change 45 $8K
Investors Research Corp 0.00% No change 45 $8K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -77.6% 45 $8K
Red Tortoise LLC 0.00% No change 43 $7K
Vision Retirement, LLC 0.00% Add +2.4% 43 $7K
Atwood & Palmer Inc. 0.00% No change 42 $7K
Crews Bank & Trust 0.00% No change 39 $7K
Hughes Financial Services, LLC 0.00% Reduce -29.1% 39 $7K
Bullock Wealth Management Group 0.00% No change 39 $7K
Westend Capital Management, LLC 0.00% Reduce -5.0% 38 $7K
Loomis Sayles & Co. L P 0.00% Reduce -81.2% 38 $7K
Flagship Wealth Advisors, LLC 0.00% New 30 $7K
Portus Wealth Advisors, LLC 0.01% New 36 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +12.5% 36 $6K
Tsfg, LLC 0.00% No change 35 $6K
IMG Wealth Management, Inc. 0.00% Reduce -54.0% 34 $6K
Evolution Wealth Management Inc. 0.00% Add +966.7% 32 $6K
Retiremitten Financial LLC 0.00% — 32 $6K
Towne Trust Company, N.A 0.00% No change 32 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 32 $6K
Cedar Mountain Advisors, LLC 0.00% Add +14.8% 31 $5K
Burk Holdings LLC 0.00% New 30 $5K
Tradewinds Capital Management, LLC 0.00% No change 29 $5K
TFC Financial Management, Inc. 0.00% Reduce -14.7% 29 $5K
McIlrath & Eck, LLC 0.00% No change 29 $5K
Valley National Advisers Inc. 0.00% New 32 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.5% 28 $5K
Cornerstone Financial Management LLC 0.00% Reduce -21.2% 26 $5K
Networth Advisors, LLC 0.00% Add +271.4% 26 $5K
Principia Wealth Advisory, LLC 0.00% Reduce -10.3% 26 $5K
Toth Financial Advisory Corp. 0.00% Reduce -21.9% 25 $4K
Sunbelt Securities, Inc. 0.00% Reduce -39.0% 25 $4K
Valued Wealth Advisors LLC 0.00% Reduce -7.7% 24 $4K
POM Investment Strategies, LLC 0.01% Add +140.0% 24 $4K
Private Wealth Management Group, LLC 0.00% Add +4.3% 24 $4K
Evermay Wealth Management LLC 0.00% New 24 $4K
Provenance Wealth Advisors, LLC 0.00% No change 24 $4K
Torren Management, LLC 0.00% No change 23 $4K
Dogwood Wealth Management LLC 0.00% Reduce -32.4% 23 $4K
True Link Financial Advisors, LLC 0.00% New 23 $4K
Sunrise Financial Services, LLC 0.00% No change 22 $4K
Prudent Man Investment Management, Inc. 0.00% No change 19 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $3K
Pacifica Partners Inc. 0.00% No change 20 $3K
Salem Investment Counselors Inc. 0.00% New 20 $3K
Corsicana & Co. 0.00% No change 14 $3K
Global Wealth Strategies & Associates 0.00% No change 19 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $3K
YANKCOM Partnership 0.00% No change 19 $3K
United Community Bank 0.00% Reduce -78.9% 19 $3K
Vermillion Wealth Management, Inc. 0.00% New 18 $3K
Main Street Group, LTD 0.00% New 17 $3K
Strive Financial Group ,LLC 0.00% No change 20 $3K
Intentional Wealth Strategies, LLC 0.00% — 17 $3K
Key Capital Management, INC 0.00% New 17 $3K
PayPay Securities Corp 0.10% Reduce -30.4% 16 $3K
Archer Investment Corp 0.00% No change 16 $3K
WestEnd Advisors, LLC 0.00% No change 16 $3K
Quaker Wealth Management, LLC 0.00% Add +87.5% 15 $3K
Creative Financial Designs Inc. 0.00% Reduce -34.8% 15 $3K
American Capital Advisory, LLC 0.00% Add +8.3% 13 $2K
MTM Investment Management, LLC 0.00% No change 13 $2K
Nvwm, LLC 0.00% No change 13 $2K
Asset Planning,Inc 0.00% No change 12 $2K
North Star Investment Management Corp. 0.00% Reduce -81.8% 12 $2K
Marquette Asset Management, LLC 0.00% Add +57.1% 11 $2K
Monetary Solutions, Ltd 0.00% No change 9 $2K
Godfrey Financial Associates, Inc. 0.00% No change 9 $2K
MPWM Advisory Solutions, LLC 0.00% No change 9 $2K
Rakuten Securities, Inc. 0.00% No change 9 $2K
Napier Financial, LLC 0.00% New 8 $1K
Clark Wealth Partners 0.00% Reduce -70.8% 7 $1K
TopTier Wealth Management, LLC 0.00% New 7 $1K
HFM Investment Advisors, LLC 0.00% Add +40.0% 7 $1K
Anfield Capital Management, LLC 0.00% No change 6 $1K
MBM Wealth Consultants, LLC 0.00% New 6 $1K
DecisionPoint Financial, LLC 0.00% No change 6 $1K
Caitong International Asset Management Co., Ltd 0.00% New 6 $1K
Beaird Harris Wealth Management, LLC 0.00% New 6 $1K
Seneschal Advisors, LLC 0.00% No change 5 $868
Benson Wealth Management INC 0.00% No change 5 $867
Davis Capital Management 0.00% Reduce -16.7% 5 $867
West Branch Capital LLC 0.00% No change 4 $694
Breakwater Investment Management 0.00% Reduce -50.0% 3 $521
Curio Wealth, LLC 0.00% New 3 $520
Estabrook Capital Management 0.00% New 3 $520
Elevated Capital Advisors, LLC 0.00% No change 2 $347
Strategic Investment Solutions, Inc. 0.00% New 2 $347
Tidemark, LLC 0.00% New 2 $347
3 Factor Indexing, LLC 0.00% — 1 $174
Y.D. More Investments Ltd 0.00% Reduce -12.5% 309 $169

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