Marsh & McLennan CosMRSH

13F holders, Q2 2026 (June 30)
1,504holders −43
124new positions
166sold out
11famous investors
$166.72avg. 13F price*

At the end of Q2 2026, 1,504 institutions reported holding Marsh & McLennan Cos (MRSH) in their 13F filings, down 43 from Q1 2026. 124 opened new positions and 166 sold out. The largest holders were BlackRock, Inc. ($6.6B), Vanguard Capital Management LLC ($5.2B) and State Street Corp. ($3.7B). 11 famous investors held it, including Bill Nygren (1.9% of Harris Associates (Oakmark Funds)'s portfolio), Tom Gayner (1.0% of Markel Group's portfolio) and Cliff Asness (0.2% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions124$1.2B
Exits166$402.4M

All 13F filers, Q1 2026 → Q2 2026: 28,600,381 shares bought and 35,096,730 shares sold, net −6,496,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,504 holders

BlackRock, Inc. 0.10% Reduce -6.1% 39,502,046 $6.6B
Vanguard Capital Management LLC 0.11% Add +0.0% 31,472,575 $5.2B
State Street Corp. 0.11% Add +1.5% 22,401,676 $3.7B
Capital World Investors 0.36% Add +0.8% 18,122,340 $3.0B
Wellington Management Group LLP 0.49% Reduce -2.3% 16,975,238 $2.8B
Capital International Investors 0.55% Add +0.1% 15,729,457 $2.6B
Geode Capital Management, LLC 0.12% Add +0.8% 13,510,274 $2.3B
T. Rowe Price Associates Inc. 0.22% Add +22.4% 13,438,662 $2.2B
Vanguard Portfolio Management LLC 0.09% Add +1.1% 12,570,512 $2.1B
Capital Research Global Investors 0.26% Reduce -2.9% 10,973,649 $1.8B
Harris Associates (Oakmark Funds) 1.93% Add +68.1% 8,687,496 $1.4B
Artisan Partners Limited Partnership 1.98% Add +49.1% 7,269,246 $1.2B
FMR LLC 0.05% Reduce -31.7% 6,954,123 $1.2B
Massachusetts Financial Services Co. 0.35% Reduce -20.6% 6,507,415 $1.1B
Morgan Stanley 0.06% Reduce -2.5% 6,314,085 $1.1B
Norges Bank 0.10% — 6,255,525 $1.0B
Ameriprise Financial Inc. 0.19% Add +0.8% 5,535,138 $922.1M
Northern Trust Corp. 0.09% Reduce -1.6% 4,888,165 $814.7M
JPMorgan Chase & Co. 0.05% Reduce -22.4% 4,730,329 $788.6M
Clearbridge Investments, LLC 0.65% Reduce -26.7% 4,705,966 $784.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -11.3% 4,597,647 $766.3M
Invesco Ltd. 0.06% Add +10.8% 4,305,773 $717.6M
Goldman Sachs Group Inc. 0.07% Add +15.1% 4,228,626 $704.8M
Arrowstreet Capital, Limited Partnership 0.31% Add +20.7% 4,170,110 $695.0M
Deutsche Bank AG 0.20% Add +11.1% 4,113,644 $685.6M
Ninety One UK Ltd 1.48% Reduce -1.4% 3,971,522 $661.9M
American Century Companies Inc. 0.29% Reduce -8.4% 3,877,741 $646.3M
EdgePoint Investment Group Inc. 4.81% New 3,820,196 $636.7M
UBS Group AG 0.10% Reduce -23.7% 3,603,522 $600.6M
Bank of America Corp. 0.04% Reduce -30.1% 3,455,003 $575.8M
Nuveen, LLC 0.14% Reduce -17.2% 3,451,900 $575.3M
Bank of New York Mellon Corp 0.09% Reduce -1.8% 3,194,567 $532.4M
Charles Schwab Investment Management Inc. 0.07% Add +1.3% 3,072,405 $512.1M
Amundi 0.12% Add +25.5% 2,884,376 $480.7M
Royal Bank of Canada 0.08% Reduce -15.2% 2,813,877 $469.0M
Legal & General Group Plc 0.10% Reduce -8.9% 2,793,483 $465.6M
Vanguard Fiduciary Trust Co. 0.10% Reduce -1.0% 2,705,812 $451.0M
AQR Capital Management 0.15% Reduce -29.0% 2,607,451 $432.1M
Wells Fargo & Company 0.07% Reduce -2.7% 2,510,228 $418.4M
Stifel Financial Corp. 0.31% Reduce -4.1% 2,212,398 $368.7M
Alliancebernstein L.P. 0.12% Add +4.0% 2,061,247 $357.5M
Primecap Management Co. 0.21% Add +199.0% 2,145,025 $357.5M
W1M Asset Management Ltd 3.19% Add +3.3% 2,090,489 $348.2M
Parnassus Investments, LLC 0.91% Reduce -7.4% 2,047,623 $341.3M
Dimensional Fund Advisors LP 0.06% Reduce -0.6% 2,022,672 $337.1M
Mawer Investment Management Ltd. 2.12% Reduce -46.2% 1,871,159 $311.9M
Manufacturers Life Insurance Company, The 0.25% Add +18.7% 1,867,077 $311.2M
Rathbones Group PLC 1.06% Add +27.7% 1,733,034 $288.8M
Canada Pension Plan Investment Board 0.15% Add +98.3% 1,605,850 $267.6M
Beutel, Goodman & Co Ltd. 1.93% Add +101.8% 1,573,890 $262.3M
Lazard Asset Management LLC 0.38% Reduce -6.6% 1,516,945 $252.8M
Navera Investment Management Ltd. 6.78% Reduce -9.7% 1,517,459 $252.8M
BNP Paribas Financial Markets 0.13% Reduce -41.6% 1,497,934 $249.7M
Franklin Resources Inc. 0.05% Reduce -3.4% 1,485,628 $247.6M
Swiss National Bank 0.12% Reduce -5.5% 1,359,000 $226.5M
Voloridge Investment Management, LLC 0.94% Add +21.9% 1,330,728 $221.8M
First Trust Advisors LP 0.13% Reduce -1.0% 1,319,512 $219.9M
Nippon Life Insurance Co. 3.62% No change 1,311,350 $218.6M
Swedbank AB 0.19% Add +17.8% 1,301,456 $216.9M
Polar Capital Holdings Plc 0.62% Add +6.6% 1,300,000 $216.7M
DekaBank Deutsche Girozentrale 0.35% No change 1,193,291 $207.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +7.0% 1,199,699 $200.1M
Raymond James Financial Inc. 0.05% Reduce -3.3% 1,187,191 $197.9M
CANADA LIFE ASSURANCE Co 0.31% Reduce -13.6% 1,155,368 $192.1M
National Pension Service 0.12% New 1,128,564 $188.1M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +0.6% 1,100,656 $183.4M
Vanguard Global Advisers, LLC 0.09% Add +0.1% 1,099,122 $183.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.12% Add +11.2% 1,089,768 $181.6M
Marshall Wace, LLP 0.15% Add +72.5% 1,043,399 $173.9M
HSBC Holdings PLC 0.08% Add +3.7% 1,022,077 $170.4M
Envestnet Asset Management Inc. 0.04% Reduce -11.9% 998,086 $166.4M
Jensen Investment Management Inc. 3.98% Reduce -14.4% 984,904 $164.2M
Barclays PLC 0.05% Reduce -28.5% 982,810 $163.8M
Caisse de depot et placement du Quebec 0.23% Add +38.3% 982,538 $163.8M
Storebrand Asset Management As 0.40% Add +3.4% 974,704 $162.5M
Robeco Institutional Asset Management B.V. 0.19% Add +49.8% 906,861 $151.1M
Rhumbline Advisers 0.11% Reduce -1.1% 892,176 $148.7M
FIL Ltd 0.11% Add +2.4% 887,945 $148.0M
California Public Employees Retirement System 0.08% Reduce -21.8% 865,316 $144.2M
D. E. Shaw & Co. 0.09% Reduce -51.5% 839,616 $139.9M
TD Asset Management Inc 0.12% Reduce -14.8% 800,370 $133.4M
Markel Group 0.97% No change 763,500 $127.3M
Acadian Asset Management LLC 0.15% Reduce -11.3% 748,439 $124.7M
Capital International, Inc. 0.87% Reduce -0.2% 739,907 $123.3M
California State Teachers Retirement System 0.11% Add +0.8% 735,926 $122.7M
Mackenzie Financial Corp. 0.12% Add +2.2% 729,781 $121.6M
Jennison Associates LLC 0.07% Add +207.0% 683,273 $113.9M
Assenagon Asset Management S.A. 0.14% Add +316.2% 654,434 $109.1M
Cryder Capital Partners LLP 6.82% Add +10.2% 649,418 $108.2M
Natixis Advisors, LLC 0.12% Reduce -25.2% 635,893 $106.0M
Epoch Investment Partners, Inc. 0.60% Reduce -1.4% 635,153 $105.9M
PNC Financial Services Group, Inc. 0.05% Reduce -3.8% 619,003 $103.2M
Bank of Montreal 0.04% Add +19.1% 613,768 $102.3M
DAVENPORT & Co LLC 0.52% Reduce -3.5% 612,045 $102.0M
Principal Financial Group Inc. 0.05% Reduce -0.9% 604,724 $100.8M
Jupiter Asset Management Ltd. 0.48% Reduce -5.5% 588,501 $97.3M
Citigroup Inc. 0.04% Add +9.0% 570,878 $95.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -7.4% 514,651 $86.5M
New York State Common Retirement Fund 0.11% Reduce -6.3% 515,312 $85.9M
Pictet Asset Management Holding SA 0.08% Add +19.6% 514,868 $85.8M
Russell Investments Group, Ltd. 0.07% Add +11.0% 499,555 $83.3M
Mariner, LLC 0.09% Reduce -13.5% 498,195 $83.0M
Jones Financial Companies LLLP 0.03% Reduce -32.5% 488,649 $82.6M
Johnson Investment Counsel Inc. 0.58% Reduce -2.5% 478,020 $79.7M
Munich Reinsurance Co Stock Corp in Munich 1.68% No change 460,618 $76.8M
Boston Partners 0.07% New 457,791 $76.4M
State Board of Administration of Florida Retirement System 0.12% Reduce -2.0% 425,963 $71.0M
Aviva PLC 0.10% Add +7.0% 421,228 $70.2M
Nomura Asset Management International Inc. 0.10% Reduce -7.5% 410,621 $68.4M
Birch Hill Investment Advisors LLC 2.77% Reduce -4.0% 410,233 $68.4M
Focused Investors LLC 2.27% New 404,300 $67.4M
PFA Pension, Forsikringsaktieselskab 0.17% Add +2.7% 398,405 $66.4M
Sei Investments Co. 0.06% Add +18.6% 396,087 $66.0M
LPL Financial LLC 0.01% Reduce -6.2% 394,645 $65.8M
Aberdeen Group plc 0.09% Reduce -4.3% 394,418 $65.7M
Bradley Foster & Sargent Inc. 0.91% Reduce -18.3% 387,775 $64.6M
Black Creek Investment Management Inc. 3.60% New 384,597 $64.1M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +3.5% 379,147 $63.2M
APG Asset Management N.V. 0.15% Add +21.7% 430,443 $62.7M
Silvercrest Asset Management Group LLC 0.41% Reduce -3.1% 374,873 $62.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Add +8.3% 359,381 $59.9M
Scharf Investments, LLC 1.90% Reduce -23.4% 344,395 $57.4M
Madison Asset Management, LLC 0.68% Reduce -3.6% 342,975 $57.2M
Quantinno Capital Management LP 0.07% Add +38.8% 342,553 $57.1M
L1 Capital International Pty Ltd 3.33% Reduce -3.4% 340,997 $56.8M
Impax Asset Management Group plc 0.37% Add +0.6% 339,854 $56.6M
New York State Teachers Retirement System 0.10% Reduce -3.9% 328,476 $54.7M
Temasek Holdings (Private) Ltd 0.15% Add +42.3% 325,980 $54.3M
Nomura Asset Management Co. Ltd. 0.11% Add +0.6% 310,770 $51.8M
Lord, Abbett & Co. LLC 0.15% Reduce -35.6% 305,607 $50.9M
Corient Private Wealth LP 0.07% Add +36.9% 304,876 $50.8M
Baird Financial Group, Inc. 0.07% Reduce -1.6% 302,741 $50.5M
Ninety One North America, Inc. 2.33% Reduce -3.9% 298,768 $49.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +18.6% 283,189 $47.2M
Korea Investment CORP 0.09% Reduce -22.6% 281,131 $46.9M
Danske Bank A/S 0.09% Add +0.3% 278,772 $46.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -26.6% 275,667 $45.9M
Vaughan David Investments LLC 0.88% Add +1.9% 266,371 $44.4M
Allspring Global Investments Holdings, LLC 0.07% Add +1.0% 250,144 $43.1M
State of Wisconsin Investment Board 0.09% Reduce -1.8% 257,696 $43.0M
AMF Tjanstepension AB 0.25% No change 257,521 $42.9M
Cincinnati Financial Corp. 0.81% Reduce -8.4% 254,900 $42.5M
Man Group plc 0.08% Reduce -20.4% 253,869 $42.3M
Quilter Plc 0.64% Reduce -52.1% 253,707 $42.3M
Capital Investment Advisors, LLC 0.56% Add +1.6% 252,864 $42.1M
HighTower Advisors, LLC 0.04% Reduce -3.4% 249,599 $41.6M
Prudential Financial Inc. 0.04% Reduce -58.8% 247,827 $41.3M
Vanguard Investments Australia, Ltd. 0.10% Add +0.8% 246,176 $41.0M
Truist Financial Corp. 0.05% Reduce -8.7% 246,124 $41.0M
Bahl & Gaynor LLC 0.19% Reduce -44.3% 242,469 $40.4M
Teacher Retirement System of Texas 0.11% Add +21.1% 239,705 $40.0M
Ycg, LLC 3.44% Reduce -0.2% 234,676 $39.1M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -2.4% 233,308 $38.9M
KLP Kapitalforvaltning As 0.12% Add +4.5% 230,874 $38.5M
Citadel Advisors 0.02% Add +69.1% 230,808 $38.5M
Asset Management One Co., Ltd. 0.09% Reduce -2.1% 217,865 $36.3M
Panagora Asset Management Inc. 0.11% Reduce -1.4% 217,004 $36.2M
Handelsbanken Fonder AB 0.10% Add +7.4% 215,758 $36.0M
Royal London Asset Management Ltd. 0.07% Reduce -2.2% 215,543 $35.9M
Janney Montgomery Scott LLC 0.07% Add +15.1% 213,611 $35.6M
Avity Investment Management Inc. 2.24% Add +2.2% 210,658 $35.1M
Treasurer of the State of North Carolina 0.09% Reduce -1.2% 205,434 $34.2M
Jupiter Topco LLC 0.01% — 202,645 $33.8M
Two Sigma Investments, LP 0.03% Reduce -70.1% 202,263 $33.7M
Zacks Investment Management 0.24% Add +1.1% 201,975 $33.7M
Pathstone Holdings, LLC 0.10% Reduce -1.8% 196,761 $32.8M
Eurizon Capital SGR S.p.A. 0.09% Reduce -9.1% 193,184 $32.2M
CIBC Asset Management Inc 0.07% Add +6.7% 191,519 $31.9M
Van Lanschot Kempen Investment Management N.V. 0.24% Add +377.2% 190,610 $31.8M
Whittier Trust Co. 0.31% Reduce -2.6% 181,384 $31.7M
Abn Amro Investment Solutions 0.27% Add +1.3% 188,883 $31.5M
Fifth Third Bancorp 0.05% Reduce -16.4% 187,105 $31.2M
Public Employees Retirement System of Ohio 0.09% Reduce -6.9% 185,571 $30.9M
Federation des caisses Desjardins du Quebec 0.09% Add +15.3% 183,816 $30.6M
Sterling Capital Management LLC 0.52% Reduce -13.6% 183,605 $30.6M
Cerity Partners LLC 0.04% Reduce -14.1% 183,081 $30.5M
Toronto Dominion Bank 0.05% Reduce -13.7% 178,485 $29.7M
Victory Capital Management Inc. 0.02% Reduce -9.6% 175,423 $29.2M
Waycross Partners, LLC 2.48% Add +1.3% 174,637 $29.1M
Nordea Investment Management AB 0.02% Add +7.0% 175,952 $29.1M
TD Waterhouse Canada Inc. 0.08% Add +37.2% 166,714 $28.7M
Tredje AP-fonden 0.13% Add +20.0% 170,422 $28.4M
Deprince Race & Zollo Inc. 0.47% Reduce -0.7% 169,099 $28.2M
Vinva Investment Management Ltd 0.19% Add +109.8% 168,835 $28.1M
LGT Capital Partners LTD. 1.40% Add +2.8% 165,663 $27.6M
Ilmarinen Mutual Pension Insurance Co 0.18% Add +38.1% 163,003 $27.2M
Sarasin & Partners LLP 0.32% Reduce -60.8% 161,885 $27.0M
Cincinnati Insurance Co. 0.39% Reduce -41.6% 161,000 $26.8M
Compagnie Lombard Odier SCmA 0.29% Reduce -6.3% 159,683 $26.6M
Gotham Asset Management 0.06% Reduce -22.8% 158,084 $26.3M
Swiss Life Asset Management Ltd 0.11% Add +6.7% 158,021 $26.3M
Nisa Investment Advisors, LLC 0.08% Reduce -5.5% 155,775 $26.0M
State of New Jersey Common Pension Fund D 0.09% Reduce -8.3% 154,775 $25.8M
Nykredit A/S 0.10% — 153,775 $25.6M
STRS Ohio 0.10% Reduce -2.4% 153,547 $25.6M
Tidal Investments LLC 0.06% Reduce -8.5% 152,428 $25.4M
Resona Asset Management Co.,Ltd. 0.12% Reduce -8.2% 152,223 $25.4M
State of Tennessee, Department of Treasury 0.07% Reduce -0.8% 149,309 $24.9M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Reduce -5.5% 149,145 $24.9M
Focus Partners Wealth 0.02% Reduce -33.1% 143,558 $23.9M
Mn Services Vermogensbeheer B.V. 0.18% Reduce -26.4% 140,377 $23.4M
Rafferty Asset Management, LLC 0.05% Add +19.3% 140,352 $23.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +14.9% 140,293 $23.4M
Ensign Peak Advisors, Inc 0.04% Reduce -23.9% 140,261 $23.4M
Horizon Kinetics Asset Management LLC 0.26% Reduce -7.5% 139,983 $23.3M
Distillate Capital Partners LLC 1.21% Add +1.3% 139,177 $23.2M
Varma Mutual Pension Insurance Co 0.12% Add +9.3% 138,904 $23.2M
Natixis 0.11% Add +4768.9% 138,862 $23.1M
Voya Investment Management LLC 0.02% Reduce -5.3% 138,600 $23.1M
Kayne Anderson Rudnick Investment Management LLC 0.07% Reduce -9.5% 138,481 $23.1M
Public Sector Pension Investment Board 0.06% Reduce -0.1% 137,542 $22.9M
Czech National Bank 0.12% Add +4.0% 137,137 $22.9M
Capital Fund Management S.A. 0.16% Reduce -57.9% 135,996 $22.7M
Glenmede Trust Co. NA 0.10% Add +2.1% 135,702 $22.6M
Schroder Investment Management Group 0.02% Reduce -3.4% 135,669 $22.6M
Hardman Johnston Global Advisors LLC 0.79% Reduce -0.5% 134,677 $22.4M
US Bancorp \de 0.02% Reduce -1.2% 134,631 $22.4M
Creative Planning 0.01% Reduce -21.5% 134,264 $22.4M
Arizona State Retirement System 0.11% Reduce -0.4% 133,689 $22.3M
SEB Asset Management AB 0.08% Add +34.4% 132,765 $22.1M
Calamos Advisors LLC 0.11% Reduce -3.6% 129,269 $21.5M
State of Michigan Retirement System 0.09% Reduce -2.1% 128,075 $21.3M
Banque Pictet & Cie SA 0.22% Reduce -52.6% 126,854 $21.1M
Brown Brothers Harriman & Co. 0.09% Reduce -0.5% 125,714 $21.0M
Cetera Investment Advisers 0.02% Reduce -13.7% 124,760 $20.8M
Bank of Nova Scotia 0.03% Reduce -68.4% 124,082 $20.7M
Teachers Retirement System of the State of Kentucky 0.14% No change 123,602 $20.6M
Choate Investment Advisors 0.36% No change 121,874 $20.3M
First Pacific Advisors, LP 0.25% Add +11.5% 121,213 $20.2M
Neuberger Berman Group LLC 0.01% Reduce -7.0% 117,667 $19.6M
Van Eck Associates Corp. 0.01% Reduce -2.5% 116,011 $19.3M
Prudential PLC 0.13% Add +10.1% 114,914 $19.2M
DNB Asset Management AS 0.05% Reduce -12.5% 112,681 $18.8M
Bank Pictet & Cie (Europe) AG 0.37% Reduce -44.3% 112,664 $18.8M
Boston Trust Walden Corp 0.14% Reduce -43.6% 111,296 $18.5M
ProShare Advisors LLC 0.03% Add +3.1% 111,237 $18.5M
Badgley Phelps Wealth Managers, LLC 0.32% Reduce -3.1% 110,525 $18.4M
MetLife Investment Management, LLC 0.08% Reduce -4.8% 110,231 $18.4M
Alps Advisors Inc. 0.09% Reduce -1.8% 108,804 $18.1M
AE Wealth Management LLC 0.08% Add +7.1% 107,554 $17.9M
Capital Group Private Client Services, Inc. 0.25% Reduce -9.6% 106,898 $17.8M
IFM Investors Pty Ltd 0.12% Add +8.9% 106,629 $17.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -5.6% 106,415 $17.7M
CIBC Bancorp USA Inc. 0.02% Reduce -21.8% 103,245 $17.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +0.5% 102,849 $17.1M
Boston Family Office LLC 1.03% Add +5.1% 102,145 $17.0M
WASHINGTON TRUST Co 0.53% Reduce -3.2% 102,090 $17.0M
Retirement Systems of Alabama 0.05% Reduce -1.6% 101,213 $16.9M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -12.5% 96,143 $16.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% Reduce -2.7% 100,250 $16.7M
TrinityBridge Ltd 0.44% Add +0.5% 99,064 $16.5M
Curi Capital, LLC 0.25% Add +59.3% 96,681 $16.1M
KBC Group NV 0.03% Reduce -0.1% 96,629 $16.1M
Daiwa Securities Group Inc. 0.04% Add +0.1% 93,740 $15.6M
Crestwood Advisors Group, LLC 0.23% Reduce -3.5% 93,339 $15.6M
SG Americas Securities, LLC 0.01% Reduce -85.6% 92,764 $15.5M
Torray Investment Partners LLC 2.29% Reduce -1.7% 92,694 $15.4M
Glenview Trust Co 0.21% Reduce -0.9% 91,519 $15.3M
ExodusPoint Capital Management, LP 0.14% Add +939.6% 90,636 $15.1M
National Bank of Canada 0.01% Add +2.7% 90,653 $15.1M
Aware Super Pty Ltd as trustee of Aware Super 0.21% Reduce -6.0% 88,428 $14.7M
Xponance LLC 0.09% Reduce -7.8% 87,288 $14.5M
&partners 0.06% Reduce -4.2% 86,395 $14.4M
Amalgamated Bank 0.10% Reduce -3.7% 86,409 $14.4M
Segment Wealth Management, LLC 0.74% Add +3.3% 85,875 $14.3M
Lombard Odier Asset Management (Europe) Ltd 1.05% Add +1.4% 85,223 $14.2M
Credit Agricole S A 0.04% Reduce -58.6% 84,390 $14.1M
Oppenheimer Asset Management Inc. 0.15% Reduce -12.2% 84,280 $14.0M
Northwest & Ethical Investments L.P. 0.33% Reduce -20.5% 83,923 $14.0M
Ieq Capital, LLC 0.06% Reduce -57.1% 83,429 $13.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.41% Add +1208.7% 82,946 $13.8M
O'shaughnessy Asset Management, LLC 0.06% Reduce -17.5% 82,790 $13.8M
Mercer Global Advisors Inc. 0.02% Reduce -14.4% 82,638 $13.8M
Wesleyan Assurance Society 0.69% No change 81,926 $13.7M
USS Investment Management Ltd 0.05% Reduce -4.7% 80,689 $13.4M
Rakuten Investment Management, Inc. 0.04% Add +9.2% 78,803 $13.1M
NEOS Investment Management LLC 0.05% Add +11.9% 78,716 $13.1M
Factory Mutual Insurance Co. 0.12% Reduce -1.0% 78,600 $13.1M
Sanctuary Advisors, LLC 0.06% Reduce -12.8% 75,698 $12.6M
Tudor Investment Corporation 0.05% New 75,646 $12.6M
Brown Advisory Inc. 0.02% Add +2.9% 74,266 $12.4M
Whittier Trust Co. of Nevada Inc. 0.23% Reduce -2.1% 69,175 $12.3M
Utah Retirement Systems 0.12% Reduce -7.3% 73,226 $12.2M
Foyston, Gordon & Payne Inc 2.59% Reduce -0.1% 72,278 $12.1M
Vancity Investment Management Ltd 1.81% Reduce -4.4% 72,512 $12.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +7.2% 72,374 $12.1M
Police & Firemen's Retirement System of New Jersey 0.09% Reduce -3.6% 72,024 $12.0M
New York Life Investment Management LLC 0.08% Reduce -0.0% 71,873 $12.0M
Allstate Corp. 0.12% Add +257.5% 71,774 $12.0M
Rockefeller Capital Management L.P. 0.02% Reduce -4.2% 71,572 $11.9M
Millennium Management 0.01% Reduce -10.7% 71,478 $11.9M
Nixon Peabody Trust Co. 0.82% Reduce -0.8% 69,441 $11.6M
McRae Capital Management Inc. 2.25% Add +1.1% 68,475 $11.4M
Captrust Financial Advisors 0.02% Add +10.7% 68,177 $11.4M
Bridges Investment Management Inc. 0.14% Reduce -7.0% 66,625 $11.1M
Callan Family Office, LLC 0.22% Reduce -5.3% 66,601 $11.1M
Thrivent Financial for Lutherans 0.02% Reduce -82.7% 65,906 $11.0M
Sone Capital Management, LLC 0.83% New 65,402 $10.9M
Pinebridge Investments LLC 0.09% Add +928.8% 65,249 $10.9M
Ethic Inc. 0.14% Add +6.3% 64,963 $10.8M
Vanguard Personalized Indexing Management, LLC 0.09% Add +1.1% 64,806 $10.8M
Assetmark, Inc. 0.02% Reduce -89.7% 64,600 $10.8M
Nissay Asset Management Corp. /Japan 0.05% Add +2.4% 64,414 $10.7M
Osborne Partners Capital Management, LLC 0.59% Reduce -21.2% 63,706 $10.6M
Elo Mutual Pension Insurance Co 0.14% Add +4.0% 63,696 $10.6M
Generali Asset Management SPA SGR 0.19% Add +8.9% 63,672 $10.6M
Trexquant Investment LP 0.07% New 63,514 $10.6M
State of Alaska, Department of Revenue 0.10% Reduce -3.3% 62,523 $10.4M
Running Oak Capital LLC 1.76% Reduce -20.9% 62,053 $10.3M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.6% 61,712 $10.3M
Ossiam 0.14% New 61,641 $10.3M
Levin Capital Strategies, L.P. 0.69% Reduce -0.5% 61,554 $10.3M
Lido Advisors, LLC 0.04% Add +3.8% 61,537 $10.3M
Apollon Wealth Management, LLC 0.12% Add +5.5% 61,163 $10.2M
Gabelli Funds LLC 0.07% No change 60,700 $10.1M
Andra AP-fonden 0.12% Add +9.4% 60,610 $10.1M
Osaic Holdings, Inc. 0.01% Add +13.5% 59,245 $9.9M
Oregon Public Employees Retirement Fund 0.11% Add +6.9% 59,243 $9.9M
Quantbot Technologies LP 0.38% New 58,448 $9.7M
Diversified Trust Co. 0.15% Add +51.3% 57,978 $9.7M
First American Bank 0.54% Reduce -5.8% 57,514 $9.6M
Kinsale Capital Group, Inc. 1.27% Add +16.1% 57,480 $9.6M
Alyeska Investment Group, L.P. 0.02% New 57,212 $9.5M
ASR Vermogensbeheer N.V. 0.10% Reduce -56.3% 57,166 $9.5M
CX Institutional 0.27% Reduce -5.2% 56,534 $9.4M
Cibc World Market Inc. 0.02% Reduce -2.1% 56,441 $9.4M
Susquehanna International Group, LLP 0.01% Add +36.8% 56,215 $9.4M
Macquarie Group Ltd. 0.04% Add +25.7% 56,143 $9.3M
Atria Investments, Inc 0.09% Reduce -18.1% 55,681 $9.3M
Wealthfront Advisers LLC 0.02% Add +2.9% 55,497 $9.2M
OP Asset Management Ltd 0.10% Add +8.0% 55,259 $9.2M
Guggenheim Capital LLC 0.06% Reduce -3.7% 55,200 $9.2M
Candriam S.C.A. 0.04% Add +5.0% 54,152 $9.0M
MML Investors Services, LLC 0.02% Add +0.4% 53,982 $9.0M
UniSuper Management Pty Ltd 0.05% Add +35.5% 53,606 $8.9M
Mediolanum International Funds Ltd 0.07% Add +12.5% 52,457 $8.7M
Horizon Investments, LLC 0.09% Reduce -16.5% 51,161 $8.5M
Azimuth Capital Investment Management LLC 0.29% Reduce -1.8% 50,837 $8.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -76.8% 50,793 $8.5M
Stock Yards Bank & Trust Co. 0.24% Reduce -60.8% 50,581 $8.4M
Y-Intercept (Hong Kong) Ltd 0.17% Add +57.0% 50,445 $8.4M
Hantz Financial Services, Inc. 0.11% Reduce -22.9% 50,282 $8.4M
Yousif Capital Management, LLC 0.09% Reduce -12.7% 50,255 $8.4M
Mutual of America Capital Management LLC 0.08% Reduce -3.6% 49,661 $8.3M
Commonwealth Equity Services, LLC 0.01% Reduce -5.5% 49,512 $8.3M
Baker Avenue Asset Management, LP 0.16% Reduce -11.3% 49,072 $8.2M
Crawford Investment Counsel Inc. 0.13% Reduce -83.8% 48,078 $8.0M
Algebris (uk) Ltd. 0.53% New 47,996 $8.0M
Interval Partners, LP 0.26% New 47,762 $8.0M
Raiffeisen Bank International AG 0.09% Add +0.7% 47,562 $7.9M
Commerce Bank 0.03% Reduce -2.3% 47,126 $7.9M
Formuepleje A/S 0.61% Reduce -14.6% 46,902 $7.8M
Bleakley Financial Group, LLC 0.10% Add +14.3% 46,313 $7.7M
JLB & Associates Inc. 1.03% Reduce -12.1% 46,083 $7.7M
Vontobel Holding Ltd. 0.03% Add +2.1% 45,752 $7.6M
Peapack Gladstone Financial Corp. 0.09% Add +10.4% 45,321 $7.6M
Washington Trust Bank 0.53% Reduce -21.7% 45,280 $7.5M
Florida Trust Wealth Management Co 0.18% Add +2.2% 44,120 $7.4M
Avanza Fonder AB 0.16% Add +10.3% 43,816 $7.3M
Blair William & Co. 0.02% Add +2.1% 41,504 $7.3M
Allianz Asset Management GmbH 0.01% Reduce -19.0% 43,427 $7.2M
Te Ahumairangi Investment Management Ltd 1.15% Add +40.1% 42,777 $7.1M
Hamilton Capital Partners Inc. 0.21% Add +22.8% 42,536 $7.1M
Union Bancaire Privee, UBP SA 0.08% Add +7.8% 23,950 $7.1M
Savant Capital, LLC 0.02% Add +284.6% 38,423 $7.0M
Kingsview Wealth Management, LLC 0.08% Reduce -17.7% 41,516 $6.9M
Franklin, Parlapiano, Turner & Welch, LLC 1.56% Add +4.1% 41,467 $6.9M
Empowered Funds, LLC 0.04% Add +16.4% 41,399 $6.9M
EP Wealth Advisors, LLC 0.03% Add +229.7% 40,569 $6.8M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -49.2% 40,490 $6.7M
Capital Management Corp. 1.01% New 40,346 $6.7M
Benjamin Edwards Inc. 0.06% Add +2.8% 40,011 $6.7M
Builder Investment Group Inc. 1.27% No change 38,456 $6.4M
JB Capital LLC 0.22% Add +32.5% 37,796 $6.3M
Mizuho Securities USA LLC 0.10% Add +28.9% 37,719 $6.3M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -1.2% 37,603 $6.3M
Capital International Sarl 0.09% Reduce -36.8% 37,599 $6.3M
Walter Public Investments Inc. 1.50% Reduce -45.6% 37,386 $6.2M
Gulf International Bank (UK) Ltd 0.12% Reduce -1.6% 37,170 $6.2M
Vident Advisory, LLC 0.05% Add +65.8% 36,852 $6.1M
NewEdge Advisors, LLC 0.02% Reduce -32.9% 36,712 $6.1M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -21.4% 36,577 $6.1M
Los Angeles Capital Management LLC 0.02% Add +6.8% 36,208 $6.0M
Pacer Advisors, Inc. 0.02% Reduce -15.8% 36,082 $6.0M
Bennett Selby Investments LP 1.91% Reduce -6.2% 35,903 $6.0M
Cincinnati Specialty Underwriters Insurance CO 1.33% No change 35,826 $6.0M
Nomura Holdings Inc. 0.02% Add +143.4% 34,841 $5.8M
Investment Management Corp of Ontario 0.07% Reduce -11.1% 34,450 $5.7M
King Luther Capital Management Corp. 0.02% Reduce -7.1% 34,426 $5.7M
Elevation Point Wealth Partners, LLC 0.11% Add +4.8% 34,419 $5.7M
CI Investments Inc. 0.02% Add +44.2% 34,213 $5.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 34,062 $5.7M
Altrius Capital Management Inc 1.07% New 33,756 $5.6M
M&T Bank Corp 0.02% Reduce -4.3% 33,740 $5.6M
Saudi Central Bank 0.07% Add +86.5% 33,726 $5.6M
Campbell & CO Investment Adviser LLC 0.29% New 33,613 $5.6M
M&G PLC 0.03% No change 32,620 $5.4M
Siemens Fonds Invest GmbH 0.26% Reduce -2.9% 32,174 $5.4M
Auxier Asset Management LLC 0.72% Reduce -2.3% 32,132 $5.4M
Ipswich Investment Management Co., Inc. 1.13% Reduce -10.2% 32,097 $5.3M
Third View Private Wealth, LLC 0.66% Add +21.1% 31,989 $5.3M
Abc Arbitrage SA 0.57% Add +464.1% 31,663 $5.3M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Add +12.9% 31,304 $5.2M
Aurdan Capital Management, LLC 1.32% Reduce -4.5% 31,289 $5.2M
Geneos Wealth Management Inc. 0.10% Add +1.8% 30,788 $5.1M
Canada Post Corp Registered Pension Plan 0.18% Reduce -22.2% 30,761 $5.1M
Kentucky Retirement Systems 0.13% Reduce -32.3% 30,669 $5.1M
Advisors Asset Management, Inc. 0.08% Add +0.8% 30,644 $5.1M
Bell Asset Management Ltd 1.35% Add +1.8% 30,420 $5.1M
Cyndeo Wealth Partners, LLC 0.24% Add +0.1% 30,398 $5.1M
Brevan Howard Capital Management LP 0.07% Add +130.0% 30,386 $5.1M
Arax Advisory Partners 0.03% Add +178.1% 30,312 $5.1M
Aptus Capital Advisors, LLC 0.04% Add +9.8% 30,292 $5.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -87.9% 30,122 $5.0M
Woodline Partners LP 0.02% Add +57.6% 30,109 $5.0M
Flputnam Investment Management Co. 0.06% Reduce -44.1% 28,972 $4.8M
Sendero Wealth Management, LLC 0.48% Add +1988.5% 28,905 $4.8M
Parcion Private Wealth LLC 0.27% Reduce -3.3% 28,899 $4.8M
Illinois Municipal Retirement Fund 0.05% Reduce -25.1% 28,703 $4.8M
Capitolis Liquid Global Markets LLC 0.02% Reduce -65.6% 28,400 $4.7M
Conning Inc. 0.15% Add +15.8% 28,334 $4.7M
Cape Cod Five Cents Savings Bank 0.37% — 27,479 $4.6M
Lathrop Investment Management Co. 0.80% Reduce -15.4% 27,279 $4.5M
Norinchukin Bank, The 0.04% Reduce -0.8% 26,895 $4.5M
Occidental Asset Management, LLC 0.44% Add +3.7% 26,750 $4.5M
Hartford Investment Management Co. 0.13% Reduce -3.4% 26,653 $4.4M
Stokes Capital Advisors, LLC 0.94% Reduce -28.0% 26,448 $4.4M
Huntington National Bank 0.03% Reduce -22.5% 26,305 $4.4M
Orange Investment Advisors, Inc. 0.53% Reduce -3.6% 26,268 $4.4M
Maryland State Retirement & Pension System 0.07% Add +5.6% 25,982 $4.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -47.1% 25,942 $4.3M
Motco 0.37% Add +9812.4% 25,673 $4.3M
OMERS ADMINISTRATION Corp 0.03% Add +12.9% 25,660 $4.3M
Harrington Investments, INC 2.05% Reduce -1.5% 25,436 $4.2M
Onex Canada Asset Management Inc. 0.65% Reduce -4.2% 25,391 $4.2M
Bonness Enterprises Inc. 1.36% No change 25,300 $4.2M
Intech Investment Management LLC 0.04% Reduce -26.6% 25,237 $4.2M
Aviso Financial Inc. 0.14% Reduce -16.1% 24,874 $4.1M
Snowden Capital Advisors LLC 0.10% Reduce -6.0% 24,793 $4.1M
Louisiana State Employees Retirement System 0.06% Reduce -0.4% 24,600 $4.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -8.9% 24,460 $4.1M
Hohimer Wealth Management, LLC 0.42% Add +5.7% 24,453 $4.1M
Harbour Trust & Investment Management Co 0.39% Reduce -44.9% 24,365 $4.1M
Exchange Traded Concepts, LLC 0.02% Add +21.1% 24,284 $4.0M
New Mexico Educational Retirement Board 0.10% Add +6.2% 24,041 $4.0M
Marks Group Wealth Management, Inc 0.35% Reduce -30.1% 23,922 $4.0M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -19.2% 23,277 $3.9M
Squarepoint Ops LLC 0.01% Reduce -64.9% 22,898 $3.8M
First National Bank of Mount Dora, Trust Investment Services 0.75% Reduce -0.7% 22,435 $3.7M
AG2R La Mondiale Gestion D'actifs 0.13% Add +9.9% 21,929 $3.7M
Ostrum Asset Management 0.17% Add +63.7% 21,782 $3.6M
Larson Financial Group LLC 0.09% Add +2.7% 21,582 $3.6M
First Manhattan Co. Llc. 0.01% Reduce -26.1% 21,536 $3.6M
Agf Management Ltd. 0.01% Reduce -13.4% 21,495 $3.6M
BNC Wealth Management, LLC 0.86% Reduce -2.3% 21,378 $3.6M
Machina Capital S.A.S. 0.56% Add +63.9% 21,297 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -31.5% 21,278 $3.5M
Morton Community Bank 0.72% Add +2.1% 21,272 $3.5M
Scotia Capital Inc. 0.01% Reduce -44.5% 21,188 $3.5M
Keybank National Association 0.01% Reduce -10.6% 21,164 $3.5M
Private Advisor Group, LLC 0.02% Add +72.7% 21,127 $3.5M
Cary Street Partners Financial LLC 0.08% Add +4.3% 20,863 $3.5M
Balyasny Asset Management L.P. 0.01% Add +67.0% 20,849 $3.5M
Moneta Group Investment Advisors LLC 0.03% Reduce -2.0% 20,817 $3.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -13.2% 20,583 $3.4M
Axxcess Wealth Management, LLC 0.05% New 20,527 $3.4M
Brown, Lisle/Cummings, Inc. 0.76% Add +0.0% 20,401 $3.4M
Becker Capital Management Inc. 0.09% Add +18.4% 20,087 $3.3M
RBF Capital, LLC 0.14% No change 20,000 $3.3M
Merit Financial Group, LLC 0.02% Reduce -29.4% 19,951 $3.3M
Monte Financial Group, LLC 1.06% New 17,501 $3.3M
Brentview Investment Management LLC 1.30% Add +2.7% 19,646 $3.3M
Rothschild Investment LLC 0.12% Add +253.8% 19,637 $3.3M
QRG Capital Management, Inc. 0.03% Reduce -5.5% 19,518 $3.3M
Qube Research & Technologies Ltd 0.00% New 19,501 $3.3M
Lafayette Investments, Inc. 0.60% Add +1.0% 19,437 $3.2M
T. Rowe Price Investment Management, Inc. 0.00% Add +3.4% 19,334 $3.2M
Vise Technologies, Inc. 0.04% Add +8.2% 19,268 $3.2M
Polymer Capital Management (US) LLC 0.47% Add +135.5% 19,154 $3.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.98% Reduce -9.1% 18,952 $3.2M
MUFG Securities EMEA plc 0.03% Reduce -5.0% 18,858 $3.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -24.2% 18,848 $3.1M
GAMCO Investors 0.03% Reduce -4.9% 18,695 $3.1M
Bessemer Group Inc. 0.00% Reduce -7.9% 18,567 $3.1M
Brighton Jones LLC 0.06% Reduce -10.4% 18,527 $3.1M
MAI Capital Management 0.01% Add +20.4% 18,518 $3.1M
Founders Financial Securities LLC 0.16% Add +11.0% 18,237 $3.0M
Financial Engines Advisors L.L.C. 0.01% Add +46.1% 18,111 $3.0M
Bridgewater Associates 0.01% New 17,949 $3.0M
Commonwealth Retirement Investments LLC 0.80% New 17,770 $3.0M
Heritage Trust Co 0.25% Add +6.3% 17,650 $2.9M
Concurrent Investment Advisors, LLC 0.03% Reduce -17.9% 17,547 $2.9M
Kestra Private Wealth Services, LLC 0.03% Add +12.0% 17,358 $2.9M
Qsemble Capital Management, LP 0.37% New 17,295 $2.9M
UNIVEST FINANCIAL Corp 0.14% Reduce -2.5% 17,291 $2.9M
Empirical Finance, LLC 0.12% Add +3.4% 17,218 $2.9M
Plato Investment Management Ltd 0.16% No change 17,248 $2.9M
Summit Trail Advisors, LLC 0.04% Add +9.2% 17,118 $2.9M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -1.5% 17,076 $2.8M
E. Ohman J:or Asset Management AB 0.07% No change 17,021 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.09% No change 17,001 $2.8M
Suncoast Equity Management 0.35% Reduce -12.8% 16,611 $2.8M
Relyea Zuckerberg Hanson LLC 0.23% Reduce -2.3% 16,496 $2.7M
SVB Wealth LLC 0.17% Reduce -10.3% 16,469 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +14.1% 16,466 $2.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -63.0% 16,309 $2.7M
HB Wealth Management, LLC 0.02% Reduce -10.4% 16,262 $2.7M
Caprock Group, LLC 0.05% Add +27.0% 15,753 $2.6M
Essex LLC 0.40% Reduce -6.0% 15,664 $2.6M
Commerzbank Aktiengesellschaft 0.05% Reduce -5.0% 15,543 $2.6M
Pinnacle Financial Partners, Inc. 0.02% Reduce -29.1% 15,532 $2.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.3% 15,448 $2.6M
Element Squared LLC 1.27% New 15,375 $2.6M
Dean Investment Associates, LLC 0.33% Reduce -7.2% 15,267 $2.5M
Vestor Capital, LLC 0.16% Add +5934.9% 48,400 $2.5M
Cresset Asset Management, LLC 0.01% Add +5.6% 15,049 $2.5M
Sequoia Financial Advisors, LLC 0.01% Reduce -21.1% 15,030 $2.5M
Metis Global Partners, LLC 0.06% Reduce -40.2% 14,859 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.3% 14,829 $2.5M
Equitable Holdings, Inc. 0.01% Reduce -13.9% 14,723 $2.5M
Freestone Capital Holdings, LLC 0.06% Add +2.0% 14,593 $2.4M
Evelyn Partners Group Ltd 0.04% — 14,517 $2.4M
Mufg Securities Americas Inc. 0.12% Add +8.3% 14,512 $2.4M
Burling Wealth Partners, LLC 0.35% Reduce -16.4% 14,455 $2.4M
North Dakota State Investment Board 0.10% Add +1.0% 14,445 $2.4M
Kintegral Advisory, LLC 0.19% No change 14,306 $2.4M
Hennessy Advisors Inc. 0.08% Reduce -2.7% 14,300 $2.4M
Zurich Insurance Group Ltd 0.02% No change 14,200 $2.4M
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -96.0% 14,160 $2.4M
Blue Trust, Inc. 0.02% Add +1.9% 14,142 $2.4M
Kestra Advisory Services, LLC 0.01% Add +78.7% 14,106 $2.4M
Union Heritage Capital, LLC 0.79% No change 14,064 $2.3M
Hancock Whitney Corp. 0.04% Reduce -17.3% 14,022 $2.3M
Securian Asset Management, Inc. 0.08% Reduce -2.5% 12,798 $2.3M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -26.4% 13,738 $2.3M
Palouse Capital Management, Inc. 1.52% Reduce -1.1% 13,706 $2.3M
PKO Investment Management Joint-Stock Co 0.17% New 13,683 $2.3M
Waverly Advisors, LLC 0.01% Reduce -9.2% 13,657 $2.3M
United Capital Financial Advisors, LLC 0.01% Reduce -9.1% 13,506 $2.3M
Composition Wealth, LLC 0.03% Reduce -0.5% 13,325 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +0.5% 13,211 $2.2M
TCW Group Inc. 0.01% Reduce -0.8% 13,162 $2.2M
Dynamic Technology Lab Private Ltd 0.49% New 13,092 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Add +28.6% 13,076 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -34.3% 12,917 $2.2M
Chicago Partners Investment Group LLC 0.04% Add +23.9% 12,123 $2.1M
Praxis Investment Management Inc. 0.11% Reduce -4.8% 12,791 $2.1M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -2.0% 12,727 $2.1M
Ashton Thomas Private Wealth, LLC 0.04% Add +18.9% 12,646 $2.1M
Kimelman & Baird, LLC 0.16% No change 12,630 $2.1M
Mechanics Bank Trust Department 0.26% Reduce -2.7% 12,380 $2.1M
111 Capital 0.35% New 12,354 $2.1M
Park Avenue Securities LLC 0.01% Reduce -13.9% 12,070 $2.0M
Dark Forest Capital Management LP 0.13% New 11,710 $2.0M
Annandale Capital, LLC 0.29% Reduce -41.6% 12,480 $1.9M
South Dakota Investment Council 0.03% No change 11,652 $1.9M
Choreo, LLC 0.02% Reduce -6.0% 11,613 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -27.0% 11,612 $1.9M
Mission Wealth Management, LP 0.02% Add +52.9% 11,525 $1.9M
Meeder Advisory Services, Inc. 0.07% Add +7.5% 11,506 $1.9M
Howland Capital Management LLC 0.07% Add +0.0% 11,486 $1.9M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% Reduce -3.5% 11,433 $1.9M
American Trust 0.15% Reduce -10.6% 11,425 $1.9M
Integrated Wealth Concepts LLC 0.01% Reduce -34.5% 11,396 $1.9M
NBT Bank, N.A. 0.13% Reduce -26.3% 11,391 $1.9M
Aster Capital Management (DIFC) Ltd 0.40% New 11,376 $1.9M
Ashton Thomas Securities, LLC 0.28% Reduce -16.1% 11,261 $1.9M
Osmosis Investment Management UK Ltd 0.09% Reduce -56.8% 11,225 $1.9M
HBK Sorce Advisory LLC 0.04% Reduce -1.7% 9,673 $1.9M
Longfellow Investment Management Co. LLC 0.38% Add +26.2% 11,106 $1.9M
Trust Point Inc. 0.16% Add +151.4% 11,099 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -11.8% 10,931 $1.8M
Citizens Financial Group Inc. 0.02% Reduce -1.1% 10,874 $1.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -2.0% 10,834 $1.8M
PFG Advisors 0.09% Add +7.3% 10,805 $1.8M
Summit Financial, LLC 0.02% Add +26.9% 10,773 $1.8M
Foundations Investment Advisors, LLC 0.02% Add +386.3% 10,709 $1.8M
Signaturefd, LLC 0.02% Reduce -9.9% 10,660 $1.8M
Cincinnati Indemnity Co. 4.30% No change 10,596 $1.8M
Capital Asset Advisory Services LLC 0.06% Add +13.3% 10,559 $1.8M
Phoenix Financial Ltd. 0.01% Reduce -14.1% 10,327 $1.7M
World Investment Advisors 0.03% Reduce -2.1% 10,013 $1.7M
Jane Street Group, LLC 0.00% New 10,391 $1.7M
V-Square Quantitative Management LLC 0.16% Add +4.2% 10,357 $1.7M
Ritholtz Wealth Management 0.03% Reduce -2.8% 10,253 $1.7M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.5% 10,161 $1.7M
Front Row Advisors LLC 0.49% Reduce -2.3% 8,854 $1.7M
Tema ETFs LLC 0.05% Add +9.5% 10,029 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -27.7% 10,005 $1.7M
Cohen Klingenstein LLC 0.05% No change 10,000 $1.7M
Transcend Capital Advisors, LLC 0.11% Reduce -9.2% 9,909 $1.7M
Clearstead Advisors, LLC 0.02% Add +14.5% 9,900 $1.7M
Vestcor Inc 0.04% No change 9,880 $1.6M
AMG National Trust Bank 0.03% Add +641.8% 9,747 $1.6M
Voleon Capital Management LP 0.03% Reduce -77.3% 9,728 $1.6M
Argent Trust Co 0.05% Reduce -24.2% 9,605 $1.6M
Mgo One Seven LLC 0.03% Reduce -7.4% 9,568 $1.6M
Quadrant Capital Group LLC 0.04% Reduce -31.3% 9,559 $1.6M
Ascent Group, LLC 0.05% Reduce -38.2% 9,457 $1.6M
Landscape Capital Management, L.L.C. 0.10% Add +21.4% 9,425 $1.6M
Accurate Wealth Management, LLC 0.15% Reduce -13.4% 8,770 $1.6M
OneDigital Investment Advisors LLC 0.01% Reduce -37.8% 9,373 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +6.1% 9,305 $1.6M
Ledyard National Bank 0.12% Add +3.6% 9,210 $1.5M
Applied Finance Capital Management, LLC 0.11% New 9,205 $1.5M
Carnegie Investment Counsel 0.03% Reduce -80.6% 9,086 $1.5M
RMR Wealth Builders 0.09% No change 9,024 $1.5M
PDT Partners, LLC 0.08% New 9,000 $1.5M
EntryPoint Capital, LLC 0.36% Add +129.4% 8,994 $1.5M
Tealwood Asset Management Inc. 0.58% Add +0.8% 8,996 $1.5M
Bowen Hanes & Co. Inc. 0.04% No change 8,636 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +2.6% 8,983 $1.5M
Syon Capital LLC 0.07% Reduce -19.7% 8,969 $1.5M
Virtu Financial LLC 0.05% New 8,956 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -71.8% 8,954 $1.5M
Evergreen Capital Management LLC 0.03% Add +36.0% 8,867 $1.5M
iSAM Funds (UK) Ltd 1.04% New 8,800 $1.5M
Perigon Wealth Management, LLC 0.02% Add +25.0% 8,767 $1.5M
Sierra Summit Advisors LLC 0.16% New 8,715 $1.5M
Principal Securities, Inc. 0.02% Add +9.2% 8,708 $1.5M
Catalyst Funds Management Pty Ltd 0.08% Add +166.5% 8,700 $1.5M
Smartleaf Asset Management LLC 0.05% No change 8,641 $1.4M
Harbor Capital Advisors, Inc. 0.10% Add +0.2% 8,601 $1.4M
River Wealth Advisors LLC 0.15% Reduce -9.2% 8,580 $1.4M
Moody National Bank Trust Division 0.12% Reduce -0.8% 8,529 $1.4M
Storen Legacy Partners, LLC 0.39% Add +0.0% 8,508 $1.4M
Middleton & Co. Inc. 0.15% Add +39.0% 8,504 $1.4M
Ridgewood Investments LLC 0.53% Add +27.8% 8,488 $1.4M
Venture Visionary Partners LLC 0.04% Reduce -14.2% 8,472 $1.4M
Twinbeech Capital LP 0.25% Add +15.6% 8,440 $1.4M
Equitable Trust Co. 0.06% Reduce -0.2% 8,410 $1.4M
Aerodigm Wealth, LLC 0.47% Reduce -0.2% 8,335 $1.4M
Aquatic Capital Management LLC 0.05% New 8,277 $1.4M
Shelton Capital Management 0.03% Reduce -1.1% 8,250 $1.4M
Dover Advisors, LLC 0.56% Add +57.4% 7,378 $1.4M
Lester Murray Antman dba SimplyRich 0.32% Add +2.2% 5,777 $1.4M
Penserra Capital Management LLC 0.01% Add +8.0% 8,119 $1.4M
Impact Capital Partners LLC 0.37% Reduce -8.6% 8,111 $1.4M
Global Retirement Partners, LLC 0.02% — 8,069 $1.3M
Arwa LLC 0.55% Add +4.1% 7,334 $1.3M
Sunstone Asset Management, LP 1.43% Reduce -39.6% 7,932 $1.3M
GAMMA Investing LLC 0.05% Reduce -1.9% 7,921 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.31% Reduce -79.7% 673 $1.3M
IFP Advisors, Inc 0.02% Add +4.3% 7,848 $1.3M
Lantz Financial LLC 0.24% Reduce -0.2% 7,769 $1.3M
Dumont & Blake Investment Advisors LLC 0.29% Reduce -4.3% 7,754 $1.3M
Erste Asset Management GmbH 0.01% Reduce -64.7% 7,692 $1.3M
Tower Research Capital LLC (TRC) 0.03% Reduce -61.2% 7,675 $1.3M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -13.4% 7,633 $1.3M
Regions Financial Corp. 0.01% Reduce -16.0% 7,623 $1.3M
Chesley Taft & Associates LLC 0.05% Reduce -24.2% 7,603 $1.3M
Pallas Capital Advisors LLC 0.04% Add +1.1% 7,603 $1.3M
Chilton Investment Co. Inc. 0.03% Reduce -1.7% 7,578 $1.3M
Fiduciary Trust Co 0.01% Reduce -3.0% 7,563 $1.3M
Farther Finance Advisors, LLC 0.01% Reduce -11.8% 7,543 $1.3M
Stephens Inc. 0.01% Add +1.1% 7,496 $1.2M
TCTC Holdings, LLC 0.03% Add +2.1% 7,397 $1.2M
LS Investment Advisors, LLC 0.17% No change 7,336 $1.2M
Allworth Financial LP 0.01% Reduce -20.9% 7,314 $1.2M
EULAV Asset Management 0.04% Reduce -91.1% 7,311 $1.2M
Greenleaf Trust 0.01% Reduce -11.5% 7,282 $1.2M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -8.6% 7,265 $1.2M
Kintra Wealth, LLC 0.06% Add +31.4% 6,415 $1.2M
Clifford Swan Investment Counsel LLC 0.04% No change 7,209 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +4.1% 7,115 $1.2M
DRW Securities, LLC 0.07% New 7,115 $1.2M
Wealth Alliance, LLC 0.10% Reduce -22.7% 7,029 $1.2M
Sustainable Insight Capital Management, LLC 0.50% Reduce -79.2% 7,028 $1.2M
EverSource Wealth Advisors, LLC 0.04% Reduce -20.6% 6,994 $1.2M
Simplicity Wealth,LLC 0.04% Add +12.3% 6,992 $1.2M
TD Private Client Wealth LLC 0.02% Add +8.8% 6,981 $1.2M
Smith Salley Wealth Management 0.05% Add +2.8% 6,963 $1.2M
Advisory Services Network, LLC 0.01% Add +15.8% 6,956 $1.2M
Haverford Trust Co 0.01% Add +377.7% 6,955 $1.2M
Ballentine Partners, LLC 0.01% Reduce -5.2% 6,955 $1.2M
Westerkirk Capital Inc. 0.11% No change 6,910 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -14.9% 6,844 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -11.7% 6,812 $1.1M
McAdam, LLC 0.04% Reduce -3.3% 6,793 $1.1M
US Asset Management LLC 0.86% No change 6,760 $1.1M
WestHill Financial Advisors, Inc. 0.19% No change 6,709 $1.1M
Ceeto Capital Group, LLC 0.30% Add +34.0% 6,700 $1.1M
Wealthspire Advisors, LLC 0.01% Add +148.0% 6,696 $1.1M
Smithfield Trust Co 0.04% No change 6,576 $1.1M
Welch & Forbes LLC 0.01% Reduce -4.0% 6,521 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -7.9% 6,440 $1.1M
Venturi Wealth Management, LLC 0.04% Add +5.4% 6,433 $1.1M
Mattern Capital Management, LLC 0.13% Add +17.0% 6,427 $1.1M
Chatham Capital Group, Inc. 0.13% Reduce -1.8% 6,338 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -12.4% 6,319 $1.1M
Novem Group 0.11% Add +8.5% 6,292 $1.0M
Baker Tilly Wealth Management, LLC 0.22% Add +6.9% 6,198 $1.0M
Exchange Bank 0.64% No change 6,164 $1.0M
Advyzon Investment Management, LLC 0.07% Add +18.1% 6,103 $1.0M
Concord Wealth Partners 0.12% Reduce -2.7% 6,096 $1.0M
Wimmer Associates 1, LLC 0.46% Reduce -0.0% 6,090 $1.0M
Thompson Siegel & Walmsley LLC 0.02% Add +0.3% 6,070 $1.0M
Graybill Wealth Management, LTD. 0.27% No change 6,053 $1.0M
Douglas Lane & Associates, LLC 0.01% Add +0.2% 6,047 $1.0M
Bull Harbor Capital LLC 0.20% Reduce -43.1% 6,010 $1.0M
Quantitative Investment Management, LLC 0.11% Add +19.6% 6,003 $1.0M
Broadway Wealth Solutions, Inc. 0.46% Add +16.8% 5,966 $994K
Westpac Banking Corp. 0.06% Reduce -4.2% 5,940 $990K
Legacy Capital Wealth Partners, LLC 0.19% Reduce -11.9% 5,916 $986K
Belpointe Asset Management LLC 0.03% Add +1.7% 5,909 $985K
Integrity Alliance, Llc. 0.03% Reduce -0.1% 5,858 $976K
Bokf, NA 0.01% Reduce -31.7% 5,823 $971K
Parallel Advisors, LLC 0.01% Reduce -13.2% 5,801 $967K
JGP Wealth Management, LLC 0.09% Add +7.3% 5,797 $966K
Elmwood Wealth Management, Inc. 0.24% Add +3.0% 5,793 $966K
Hills Bank & Trust Co 0.04% Reduce -19.3% 5,774 $962K
PFG Investments, LLC 0.04% Add +106.3% 5,764 $961K
Arkadios Wealth Advisors 0.01% Reduce -11.8% 5,753 $959K
AlphaCore Capital LLC 0.02% Add +11.2% 5,749 $958K
LMCG Investments, LLC 0.05% No change 5,712 $952K
Rwa Wealth Partners, LLC 0.01% Add +0.4% 5,699 $950K
Donaldson Capital Management, LLC 0.03% Reduce -0.2% 5,696 $949K
AA Financial Advisors, LLC 0.11% Reduce -2.4% 5,668 $945K
Wbi Investments, LLC 0.23% Reduce -61.0% 5,657 $943K
Laurel Oak Wealth Management, LLC 0.14% Reduce -0.7% 5,616 $936K
Souders Financial Advisors 0.09% Reduce -3.5% 5,561 $927K
Fifth Third Wealth Advisors LLC 0.03% Reduce -7.7% 5,540 $923K
Neville Rodie & Shaw Inc. 0.06% No change 5,530 $922K
Ironwood Investment Counsel, LLC 0.12% No change 5,528 $921K
Bridgewater Advisors Inc. 0.05% Reduce -1.8% 4,790 $921K
Cullen/Frost Bankers, Inc. 0.01% Add +6.5% 5,448 $908K
Employees Retirement System of Texas 0.01% No change 5,414 $902K
Trust Asset Management LLC 0.06% Reduce -1.1% 5,392 $899K
Aaron Wealth Advisors LLC 0.05% Add +11.5% 5,389 $898K
NorthRock Partners, LLC 0.01% Reduce -4.1% 5,358 $893K
Kathmere Capital Management, LLC 0.05% Add +6.1% 5,305 $884K
ZWJ Investment Counsel Inc. 0.03% New 5,297 $883K
Concord Asset Management, LLC 0.14% Reduce -3.2% 5,296 $883K
Lecap Asset Management Ltd. 0.38% New 5,275 $879K
Evolve Private Wealth, LLC 0.05% Add +10.5% 5,268 $878K
Nilsine Partners, LLC 0.06% Reduce -0.6% 5,240 $873K
Sciencast Management LP 0.18% Reduce -45.5% 5,236 $873K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -8.1% 5,210 $868K
Hamilton Point Investment Advisors, LLC 0.12% Reduce -0.2% 5,126 $854K
Fidelis Capital Partners, LLC 0.05% Reduce -4.4% 5,119 $853K
Wedmont Private Capital 0.02% Reduce -5.3% 4,783 $853K
Ofi Invest Asset Management 0.01% Reduce -89.1% 5,308 $839K
West Family Investments, Inc. 0.24% Add +9.2% 5,036 $839K
Murphy, Middleton, Hinkle & Parker, Inc. 0.34% No change 5,021 $837K
Regal Investment Advisors LLC 0.04% Add +3.9% 5,019 $837K
Truefg, LLC 0.19% No change 5,000 $833K
Canandaigua National Bank & Trust Co. 0.07% — 4,920 $820K
Gilbert & Cook, Inc. 0.09% Reduce -0.3% 4,882 $814K
TBH Global Asset Management, LLC 0.15% Reduce -0.3% 4,875 $813K
Rockland Trust Co. 0.03% Reduce -39.1% 4,832 $805K
Sompo Asset Management Co., Ltd. 0.13% Reduce -16.4% 4,830 $805K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -43.9% 4,827 $805K
Level Four Advisory Services, LLC 0.02% Add +9.0% 4,821 $804K
Gryphon Financial Partners LLC 0.07% Add +16.6% 4,781 $797K
Kelleher Financial Advisors 0.11% Add +180.3% 4,779 $797K
Legacy Financial Advisors, Inc. 0.10% Reduce -27.3% 4,751 $792K
New Age Alpha Advisors, LLC 0.03% Add +2884.3% 4,745 $791K
Fjell Capital, LLC 0.54% Reduce -7.0% 4,740 $790K
HM Payson & Co. 0.01% Add +0.2% 4,734 $789K
Beck Bode, LLC 0.12% No change 4,689 $782K
Checchi Capital Advisers, LLC 0.05% Reduce -12.1% 4,674 $779K
Cigna Investments Inc. 0.10% Add +0.8% 4,667 $778K
Murphy Pohlad Asset Management LLC 0.27% No change 4,645 $774K
Wilmington Savings Fund Society, FSB 0.02% Add +1.3% 4,642 $774K
Atlantic Union Bankshares Corp 0.01% Reduce -1.7% 4,627 $771K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.5% 4,586 $764K
Sagespring Wealth Partners, LLC 0.01% Reduce -25.9% 4,585 $764K
Oppenheimer & Co. Inc. 0.01% Add +0.4% 4,554 $759K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.8% 4,533 $756K
Midwest Trust Co 0.01% Add +17.9% 4,511 $752K
Cary Street Partners Investment Advisory LLC 0.15% Reduce -6.0% 4,505 $751K
Cascade Financial Partners, LLC 0.06% Add +0.8% 4,457 $743K
Mma Asset Management LLC 0.24% Reduce -0.1% 4,455 $743K
Red Door Wealth Management, LLC 0.07% New 4,439 $740K
NorthCoast Asset Management LLC 0.02% Reduce -0.1% 4,388 $732K
Independent Advisor Alliance 0.02% Add +2.5% 4,388 $731K
Schonfeld Strategic Advisors LLC 0.00% New 4,384 $731K
Waddell & Associates, LLC 0.04% Reduce -40.8% 4,319 $720K
Mosaic Family Wealth Partners, LLC 0.05% New 4,297 $716K
Marshall Financial Group, LLC 0.10% Add +1.3% 4,291 $715K
Western Wealth Management, LLC 0.02% Add +0.6% 4,251 $709K
Quadcap Wealth Management, LLC 0.07% Reduce -19.9% 4,241 $707K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.1% 4,237 $706K
1832 Asset Management L.P. 0.00% Reduce -69.1% 4,203 $701K
D.A. Davidson & Co. 0.00% Reduce -30.0% 4,182 $697K
Proficio Capital Partners LLC 0.03% Add +228.7% 4,171 $695K
Cambria Investment Management, L.P. 0.03% Add +44.3% 4,111 $685K
Inspire Advisors, LLC 0.05% New 4,052 $675K
Profund Advisors LLC 0.02% Reduce -3.3% 4,039 $673K
Wingate Wealth Advisors, Inc. 0.30% Add +0.3% 4,036 $673K
CreativeOne Wealth, LLC 0.01% Reduce -8.3% 4,033 $672K
Net Worth Advisory Group 0.17% Reduce -2.4% 4,015 $669K
Ausdal Financial Partners, Inc. 0.03% Reduce -0.2% 4,010 $668K
Sfmg, LLC 0.04% Add +1.1% 4,006 $668K
Vanguard National Trust Co 0.04% Add +0.6% 4,004 $667K
Bar Harbor Wealth Management 0.04% Reduce -4.4% 4,000 $667K
Krilogy Financial LLC 0.02% Reduce -43.8% 3,986 $664K
Perpetual Ltd 0.01% Add +0.2% 3,952 $659K
Coastal Bridge Advisors, LLC 0.04% Reduce -0.6% 3,925 $654K
PDS Planning, Inc 0.04% Reduce -7.3% 3,914 $652K
Allred Capital Management, LLC 0.21% Add +5.1% 3,908 $651K
Baker Ellis Asset Management LLC 0.07% No change 3,896 $649K
Parisi Gray Wealth Management 0.13% Add +0.0% 3,883 $647K
Inceptionr LLC 0.16% New 3,873 $646K
Sylvest Advisors, LLC 0.29% Add +4.9% 3,864 $644K
Kondo Wealth Advisors, Inc. 0.22% Reduce -0.8% 3,863 $644K
Buckley Wealth Management, LLC 0.16% Add +3.6% 3,849 $642K
Sumitomo Life Insurance Co. 0.01% Reduce -1.9% 3,820 $637K
J. Safra Sarasin Holding AG 0.01% No change 3,652 $633K
James Hambro & Partners LLP 0.02% Reduce -1.6% 3,794 $632K
Groupama Asset Managment 0.01% No change 3,766 $628K
Matthew Goff Investment Advisor, LLC 0.11% No change 3,749 $625K
Blueline Advisors LLC 0.43% New 3,735 $622K
71 West Capital Partners 0.02% Add +20.8% 3,717 $620K
Aries Wealth Management 0.12% No change 3,713 $619K
Mutual Advisors, LLC 0.01% Reduce -9.4% 3,691 $615K
Manchester Capital Management LLC 0.08% Add +0.7% 3,664 $611K
Empower Advisory Group, LLC 0.00% Add +0.6% 3,663 $611K
Weiss Asset Management LP 0.01% New 3,635 $606K
Legacy Wealth Asset Management, LLC 0.13% Reduce -0.3% 3,632 $605K
Soltis Investment Advisors LLC 0.03% Reduce -9.7% 3,620 $603K
Loudon Investment Management, LLC 0.29% No change 3,600 $600K
Vista Investment Partners LLC 0.15% No change 3,600 $600K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -23.2% 3,589 $598K
Integrated Advisors Network LLC 0.03% Reduce -14.5% 3,572 $595K
NewEdge Wealth, LLC 0.01% Add +23.5% 3,559 $593K
Eagle Harbor Asset Management Inc. 0.46% Add +74.5% 3,540 $590K
Caldwell Trust Co 0.05% No change 3,531 $589K
Essex Investment Management Co. LLC 0.08% No change 3,530 $588K
SBI Okasan Asset Management Co.Ltd. 0.02% No change 3,500 $583K
Noesis Capital Mangement Corp. 0.07% No change 3,500 $583K
Fort Sheridan Advisors LLC 0.06% No change 3,491 $582K
Gateway Investment Advisers LLC 0.01% Reduce -22.6% 3,443 $574K
Mirabella Financial Services LLP 0.06% New 3,395 $566K
OpenArc Corporate Advisory, LLC 0.01% Add +14.8% 3,387 $565K
PCM Encore, LLC 0.10% Reduce -3.5% 3,383 $564K
Pure Financial Advisors, LLC 0.01% Add +116.6% 3,381 $564K
Capstone Investment Advisors, LLC 0.01% New 3,366 $561K
Bison Wealth, LLC 0.05% Add +12.0% 3,210 $561K
Faithward Advisors, LLC 0.07% Reduce -59.6% 3,346 $558K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,334 $555K
Strategic Blueprint, LLC 0.03% Reduce -3.5% 3,325 $554K
Boyd Watterson Asset Management LLC 0.15% Reduce -57.0% 3,323 $554K
Kiley Juergens Wealth Management, LLC 0.09% No change 3,300 $550K
Frec Markets, Inc. 0.05% Add +45.0% 3,292 $549K
DF Dent & Co. Inc. 0.01% Add +16.9% 3,292 $549K
Waller Financial Planning Group, Inc. 0.11% Add +0.6% 3,290 $548K
Permanent Capital Management, LP 0.07% No change 3,252 $542K
Kohmann Bosshard Financial Services, LLC 0.05% No change 3,244 $541K
Parvin Asset Management, LLC 0.43% No change 3,230 $538K
Duncker Streett & Co. Inc. 0.09% No change 3,200 $533K
Personal Cfo Solutions, LLC 0.08% Add +32.9% 3,195 $533K
Yanni & Associates Investment Advisors, LLC 0.49% No change 3,180 $530K
Williams Jones Wealth Management, LLC. 0.01% Add +1.1% 3,154 $526K
Rodgers Brothers Inc. 0.05% No change 3,150 $525K
Vicus Capital 0.03% Add +0.6% 3,125 $521K
Frank, Rimerman Advisors LLC 0.03% Reduce -48.0% 3,115 $519K
Howard Capital Management, LLC 0.01% Add +62.3% 3,112 $519K
PGIM Custom Harvest LLC 0.01% Reduce -3.7% 3,106 $518K
Supplemental Annuity Collective Trust of NJ 0.13% Reduce -6.8% 3,090 $515K
Bill Few Associates, Inc. 0.11% No change 3,090 $515K
TIAA Wealth Investment Management LLC 0.00% Reduce -1.1% 3,083 $514K
RiverFront Investment Group, LLC 0.01% Add +3.5% 3,081 $514K
Compound Planning, Inc. 0.01% Reduce -26.9% 3,077 $513K
Defined Wealth Management, LLC 0.26% Reduce -3.8% 3,075 $513K
Advisors Capital Management, LLC 0.01% Add +2.2% 3,062 $510K
Ellevest, Inc. 0.06% Add +5.1% 3,058 $510K
Patrick M Sweeney & Associates, Inc. 0.29% Add +11.8% 3,056 $509K
44 Wealth Management LLC 0.17% Reduce -3.6% 3,035 $506K
North Star Asset Management Inc. 0.02% No change 3,030 $505K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -39.4% 3,029 $505K
Beverly Hills Private Wealth, LLC 0.10% Reduce -54.4% 3,019 $503K
Signet Private Wealth LLC 0.40% Reduce -19.5% 3,017 $503K
Diversify Advisory Services, LLC 0.01% New 2,717 $498K
Diversify Wealth Management, LLC 0.01% Reduce -59.0% 2,717 $498K
CSU Producer Resources, Inc. 1.63% No change 2,967 $495K
Connecticut Wealth Management, LLC 0.02% Reduce -15.0% 2,945 $491K
First National Trust Co 0.02% Reduce -16.5% 2,945 $491K
Advance Capital Management, Inc. 0.02% Reduce -6.7% 2,940 $490K
GeoWealth Management, LLC 0.02% Add +44.4% 2,939 $490K
Florida Financial Advisors, LLC 0.08% Reduce -5.2% 2,928 $488K
VestGen Advisors, LLC 0.01% Reduce -6.8% 2,916 $486K
White Pine Investment CO 0.10% Reduce -0.2% 2,914 $486K
Mayport, LLC 0.07% Add +0.3% 2,903 $484K
Modera Wealth Management, LLC 0.01% Add +12.6% 2,884 $481K
Fulton Bank, N.A. 0.01% Reduce -14.1% 2,882 $480K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -21.7% 2,880 $480K
Strid Group, LLC 0.05% No change 2,873 $479K
Alerus Financial NA 0.02% Reduce -13.6% 2,825 $471K
Sterling Wealth Management, Inc. 0.12% No change 2,817 $470K
Meritas Wealth Management, LLC 0.18% No change 2,805 $468K
LGT Group Foundation 0.01% Add +8.0% 2,801 $467K
Premier Path Wealth Partners, LLC 0.05% Reduce -1.6% 2,800 $467K
Prospera Financial Services Inc 0.01% Reduce -17.4% 2,797 $467K
GAM Holding AG 0.04% Reduce -72.6% 2,782 $464K
MCF Advisors LLC 0.02% Reduce -7.7% 2,771 $462K
Boltwood Capital Management 0.11% Reduce -6.9% 2,763 $461K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -12.5% 2,761 $460K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.8% 2,754 $459K
L2 Asset Management, LLC 0.05% Add +4.0% 2,754 $459K
VeraBank, N.A. 0.08% No change 2,741 $457K
Portland Global Advisors LLC 0.04% No change 2,739 $457K
Foguth Wealth Management, LLC. 0.05% Add +0.8% 2,493 $454K
Archvest Wealth Advisors, Inc. 0.26% Reduce -7.3% 2,705 $451K
Culbertson A N & Co. Inc. 0.05% New 2,703 $451K
Advisortrust Partners, LLC 0.15% Add +0.5% 2,695 $449K
Capital Advisors Inc. 0.01% Reduce -0.2% 2,693 $449K
Warther Private Wealth, LLC 0.10% No change 2,680 $447K
Montag A & Associates Inc. 0.02% Add +8.2% 2,677 $446K
Shira Ridge Wealth Management 0.16% Reduce -26.6% 2,673 $446K
Quotient Wealth Partners, LLC 0.01% Add +1.6% 2,673 $445K
Bulltick Wealth Management, LLC 0.09% No change 2,648 $441K
Qtron Investments LLC 0.06% Reduce -24.9% 2,646 $441K
Leavell Investment Management, Inc. 0.02% Add +1.3% 2,640 $440K
Prosperity Consulting Group, LLC 0.02% Reduce -54.8% 2,638 $440K
SOA Wealth Advisors, LLC. 0.07% Reduce -3.3% 2,637 $439K
Boston Research & Management Inc. 0.10% No change 2,620 $437K
Tradewinds, LLC. 0.10% Add +26.6% 1,791 $437K
Deseret Mutual Benefit Administrators 0.14% Reduce -8.0% 2,618 $436K
Fulcrum Asset Management LLP 0.04% Reduce -4.0% 2,611 $435K
Missouri Trust & Investment Co 0.12% Reduce -26.6% 2,291 $434K
Western Pacific Wealth Management, LP 0.39% Add +105.1% 2,605 $434K
Matauro, LLC 0.06% Add +39.1% 2,595 $432K
Ninety One SA (Pty) Ltd 0.02% No change 2,589 $432K
Banco Santander, S.A. 0.00% Reduce -97.9% 2,589 $432K
C2C Wealth Management, LLC 0.34% No change 2,580 $430K
Ameritas Advisory Services, LLC 0.01% Reduce -59.4% 2,576 $429K
Norway Savings Bank 0.18% Reduce -42.2% 2,554 $426K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -36.9% 2,554 $426K
Palisade Capital Management, LP 0.02% Reduce -22.7% 2,549 $425K
Private Trust Co. NA 0.03% Reduce -8.6% 2,547 $425K
Jacobi Capital Management LLC 0.02% Reduce -3.2% 2,543 $424K
Heritage Investors Management Corp. 0.01% No change 2,535 $423K
Nvest Financial, LLC 0.13% Reduce -1.9% 2,535 $423K
NorthCrest Asset Manangement, LLC 0.01% Reduce -65.3% 2,344 $420K
Broderick Brian C 0.06% No change 2,500 $417K
Trust Co. of Toledo NA 0.03% Reduce -7.3% 2,483 $414K
Dakota Wealth Management 0.01% Reduce -84.8% 2,479 $413K
Fideuram Asset Management (Ireland) dac 0.01% Add +291.9% 2,469 $413K
Daymark Wealth Partners, LLC 0.01% Reduce -59.6% 2,476 $413K
Sowell Financial Services LLC 0.01% Reduce -37.9% 2,474 $412K
Calamos Wealth Management LLC 0.01% Reduce -0.2% 2,445 $408K
HUB Investment Partners, LLC 0.01% Add +22.5% 2,439 $407K
Aberdeen Wealth Management LLC 0.19% No change 2,436 $406K
OneAscent Family Office, LLC 0.20% Add +50.3% 2,432 $405K
Savvy Advisors, Inc. 0.01% Reduce -11.0% 2,417 $403K
Insigneo Advisory Services, LLC 0.01% Reduce -3.3% 2,404 $401K
Essential Partners LLC 0.18% Add +176.0% 2,396 $399K
Grove Bank & Trust 0.04% Add +0.9% 2,388 $398K
YHB Investment Advisors, Inc. 0.03% New 2,362 $394K
Powell Investment Advisors, LLC 0.12% No change 2,359 $393K
Resonant Capital Advisors, LLC 0.02% Add +63.6% 2,352 $392K
Vest Financial, LLC 0.00% Add +5.7% 2,351 $392K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.9% 2,336 $389K
Thrive Wealth Management, LLC 0.05% Reduce -4.5% 2,328 $388K
Xcelsior Advisor Partners LLC 0.05% New 2,323 $387K
Mainsail Asset Management, LLC 0.15% Add +40.3% 2,122 $387K
Meadowbrook Advisors Group, LLC 0.21% New 2,310 $385K
Zions Bancorporation, National Association 0.02% Reduce -85.3% 2,285 $381K
Eastern Bank 0.01% Add +41.4% 2,269 $378K
Indivisible Partners 0.02% Add +70.6% 2,265 $377K
TritonPoint Partners, LLC 0.03% New 2,256 $376K
Destination Wealth Management 0.01% Add +1.3% 2,253 $376K
Avalon Trust Co 0.02% No change 2,244 $374K
Fisher Asset Management 0.00% Add +9.8% 2,236 $373K
Sun Financial Inc 0.18% Reduce -4.8% 1,952 $372K
Revolve Wealth Partners, LLC 0.04% New 2,232 $372K
ARS Investment Partners, LLC 0.02% No change 2,228 $371K
Journey Advisory Group, LLC 0.03% Reduce -0.2% 2,220 $370K
S-Bank Fund Management Ltd 0.05% Reduce -60.3% 2,207 $368K
Financial Consulate, Inc. 0.04% Reduce -0.6% 2,196 $366K
Lawood & Co. 0.25% No change 2,189 $365K
NorthStar Asset Management LLC 0.08% Reduce -24.6% 2,188 $365K
Procyon Advisors, LLC 0.02% Reduce -5.7% 2,182 $364K
Walter & Keenan Wealth Management LLC /in/ 0.09% Reduce -0.6% 2,180 $363K
Robertson Stephens Wealth Management, LLC 0.01% Add +7.9% 2,178 $363K
Roble, Belko & Company, Inc 0.04% No change 2,170 $362K
Joel Isaacson & Co., LLC 0.01% Add +3.3% 2,163 $361K
Davis R M Inc. 0.01% Add +8.6% 2,162 $360K
QTR Family Wealth, LLC 0.12% Reduce -12.0% 2,127 $355K
First Horizon Corp. 0.01% Reduce -22.4% 2,108 $351K
Legacy Advisors, LLC 0.03% Reduce -35.3% 2,105 $351K
Rothschild Wealth LLC 0.03% Reduce -52.2% 2,101 $350K
Smith & Howard Wealth Management, LLC 0.07% No change 2,100 $350K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.8% 2,091 $349K
Koshinski Asset Management, Inc. 0.02% Add +13.8% 2,089 $348K
Congress Asset Management Co. 0.00% No change 2,087 $348K
LMR Partners LLP 0.00% New 2,082 $347K
Fielder Capital Group LLC 0.07% Reduce -1.4% 2,075 $346K
denkapparat Operations GmbH 0.11% New 2,068 $345K
Pine Valley Investments Ltd Liability Co 0.01% Add +4.0% 2,067 $345K
Reliant Investment Management, LLC 0.12% No change 2,066 $344K
Meeder Asset Management Inc. 0.02% Reduce -8.6% 2,050 $342K
Expressive Wealth LLC 0.32% Add +28.4% 2,041 $340K
Verity & Verity, LLC 0.02% Add +7.4% 2,040 $340K
CKW Financial Group 0.03% Add +0.3% 1,968 $339K
Harbour Investments, Inc. 0.00% Reduce -5.4% 2,031 $339K
Riversedge Advisors, LLC 0.04% Add +19.6% 2,031 $339K
McElhenny Sheffield Capital Management, LLC 0.08% Reduce -2.0% 2,030 $338K
Federated Hermes, Inc. 0.00% Reduce -0.5% 2,026 $338K
Defiance ETFs, LLC 0.00% Add +20.7% 1,959 $337K
Eads & Heald Wealth Management 0.16% Reduce -3.8% 2,016 $336K
Hutchinson Capital Management 0.06% Add +0.6% 2,011 $335K
Wallace Capital Management Inc. 0.04% No change 2,010 $335K
S&co Inc. 0.02% No change 2,000 $333K
CWA Asset Management Group, LLC 0.01% Add +6.7% 1,992 $332K
Parsons Capital Management Inc. 0.01% Reduce -0.9% 1,991 $332K
Baader Bank Aktiengesellschaft 0.03% New 1,982 $330K
Atala Financial Inc 0.20% No change 1,981 $330K
MQS Management LLC 0.40% New 1,979 $330K
Ignite Planners, LLC 0.05% Add +3.6% 1,976 $330K
Farringdon Capital, Ltd. 0.16% Reduce -86.3% 1,967 $328K
Private Wealth Asset Management, LLC 0.03% Reduce -8.9% 1,960 $327K
Annex Advisory Services, LLC 0.01% Reduce -95.6% 1,950 $325K
GEM Asset Management, LLC 0.13% No change 1,929 $322K
Vantus Wealth LLC 0.17% — 1,906 $318K
Argentarii, LLC 0.10% New 1,659 $317K
Versant Capital Management, Inc 0.03% Add +42.4% 1,903 $317K
Carlson Capital, L.P. 0.07% No change 1,900 $317K
Caerus Investment Advisors, LLC 0.11% Reduce -18.1% 1,886 $314K
Verition Fund Management LLC 0.00% Reduce -50.8% 1,882 $314K
Acima Private Wealth, LLC 0.09% No change 1,881 $314K
Alta Advisers Ltd 0.07% No change 1,878 $313K
Mosley Wealth Management 0.10% Add +0.2% 1,877 $313K
Stockman Wealth Management, Inc. 0.03% Reduce -7.6% 1,875 $313K
IHT Wealth Management, LLC 0.01% Reduce -33.5% 1,866 $311K
Heritage Wealth Management, Inc. 0.08% New 1,852 $309K
EJMK Ventures LLC 0.14% Add +34.0% 1,847 $308K
MASTERINVEST Kapitalanlage GmbH 0.03% Reduce -29.3% 1,835 $306K
UMB Bank, n.a. 0.00% Reduce -19.7% 1,828 $305K
LeClair Wealth Partners LLC 0.16% New 1,822 $304K
Stevens Capital Management LP 0.07% New 1,815 $303K
Financial Management Professionals, Inc. 0.03% Add +0.1% 1,817 $303K
Cornerstone Advisory, LLC 0.03% Add +0.9% 1,810 $302K
Blueshift Asset Management, LLC 0.07% New 1,806 $301K
Dillon & Associates Inc. 0.04% No change 1,800 $301K
Venator Management LLC 0.07% Reduce -40.0% 1,800 $300K
New Hampshire Trust 0.06% Add +1.0% 1,795 $299K
Sigma Planning Corp 0.01% Reduce -9.3% 1,795 $299K
Northstar Financial Companies, Inc. 0.20% No change 1,787 $298K
Avior Wealth Management, LLC 0.01% Reduce -0.8% 1,778 $296K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -8.5% 1,769 $295K
Talisman Wealth Advisors LLC 0.22% Reduce -5.6% 1,766 $294K
Summit Asset Management, LLC 0.04% No change 1,757 $293K
Nicolet Bankshares Inc. 0.01% Reduce -70.5% 1,671 $292K
E Fund Management Co., Ltd. 0.01% Reduce -3.5% 1,747 $291K
Moors & Cabot, Inc. 0.01% Reduce -27.4% 1,737 $290K
Boothbay Fund Management, LLC 0.01% Reduce -42.6% 1,734 $289K
Tempo Wealth, LLC 0.04% Add +0.5% 1,731 $289K
Aspiriant, LLC 0.01% New 1,731 $289K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,730 $288K
Tower Bridge Advisors 0.03% No change 1,716 $286K
Catalyst Financial Partners LLC 0.03% Reduce -2.6% 1,715 $286K
SHP Wealth Management 0.02% Add +757.0% 1,714 $286K
Stokes Family Office, LLC 0.03% Reduce -19.8% 1,705 $284K
Abner Herrman & Brock LLC 0.03% Add +0.7% 1,702 $284K
Clarkston Capital Partners, LLC 0.02% Reduce -1.4% 1,700 $283K
Sava Infond d.o.o. 0.02% No change 1,700 $283K
Meridian Wealth Advisors, LLC 0.03% Add +0.2% 1,699 $283K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% Reduce -61.6% 1,683 $281K
Inscription Capital, LLC 0.02% New 1,677 $280K
Dynamic Advisor Solutions LLC 0.01% Reduce -9.0% 1,677 $280K
Main Street Financial Solutions, LLC 0.02% Add +10.6% 1,668 $278K
Investment Partners, LTD. 0.09% No change 1,658 $276K
Hudson Portfolio Management LLC 0.21% New 1,657 $276K
FAS Wealth Partners, Inc. 0.01% Reduce -33.7% 1,654 $276K
Engineers Gate Manager LP 0.00% Reduce -93.5% 1,650 $275K
Modern Wealth Management, LLC 0.00% Add +2.3% 1,648 $275K
Waldron Private Wealth LLC 0.01% Reduce -0.8% 1,647 $275K
Evernest Financial Advisors, LLC 0.06% Reduce -6.8% 1,639 $273K
Gladstone Institutional Advisory LLC 0.01% Add +1.1% 1,637 $273K
Gratus Wealth Advisors, LLC 0.03% No change 1,632 $272K
MBL Wealth, LLC 0.02% Reduce -10.7% 1,629 $272K
Baron Wealth Management LLC 0.07% Add +11.3% 1,617 $270K
Clear Creek Financial Management, LLC 0.02% Reduce -1.9% 1,615 $269K
Hall Laurie J Trustee 0.08% No change 1,610 $268K
Mark Sheptoff Financial Planning, LLC 0.14% No change 1,609 $268K
Palisades Hudson Asset Management, L.P. 0.09% No change 1,607 $268K
J.W. Cole Advisors, Inc. 0.00% New 1,596 $266K
Knightsbridge Asset Management, LLC 0.04% Reduce -41.5% 1,596 $266K
Stonebridge Financial Group, LLC 0.04% — 1,599 $266K
Intellectus Partners, LLC 0.05% Add +0.2% 1,591 $265K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -7.8% 1,590 $265K
Optas, LLC 0.04% Reduce -17.1% 1,585 $264K
TFR Capital, LLC. 0.07% Reduce -3.5% 1,581 $264K
True North Advisors, LLC 0.03% Reduce -19.3% 1,581 $264K
1015 Capital Partners, LLC 0.22% Add +0.3% 1,571 $262K
Lanark Financial, Inc. 0.02% Add +5.6% 1,569 $262K
Ariston Services Group 0.14% Add +0.0% 1,568 $261K
Cornerstone Wealth Group, LLC 0.02% Add +12.2% 1,568 $261K
GTS Securities LLC 0.01% Reduce -57.0% 1,567 $261K
SeaCrest Wealth Management, LLC 0.03% Reduce -5.2% 1,566 $261K
Curated Wealth Partners LLC 0.03% Add +31.6% 1,563 $261K
Fayez Sarofim & Co 0.00% Add +7.5% 1,558 $260K
Wellington Grp LLC 0.07% No change 1,545 $258K
International Assets Investment Management, LLC 0.02% Add +12.4% 1,492 $257K
Aprio Wealth Management, LLC 0.01% Reduce -37.5% 1,533 $256K
Columbia Bank 0.06% Reduce -11.9% 1,529 $255K
Readystate Asset Management LP 0.02% New 1,527 $255K
Ewa, LLC 0.05% Reduce -4.6% 1,525 $254K
Breakwater Capital Group 0.03% Add +10.2% 1,523 $254K
Maridea Wealth Management LLC 0.03% Reduce -59.5% 1,523 $254K
iA Global Asset Management Inc. 0.00% No change 1,520 $253K
Johnson & White Wealth Management, LLC 0.09% Add +0.8% 1,512 $252K
Triad Wealth Partners, LLC 0.01% New 1,304 $251K
St Germain D J Co. Inc. 0.01% Reduce -3.5% 1,503 $251K
Stiles Financial Services Inc 0.06% Add +0.3% 1,503 $250K
Spirepoint Private Client, LLC 0.02% Reduce -3.8% 1,501 $250K
Yoffe Investment Management, LLC 0.29% No change 1,500 $250K
Prevail Innovative Wealth Advisors, LLC 0.04% New 1,498 $250K
Natural Investments, LLC 0.05% Add +0.4% 1,500 $249K
BIP Wealth, LLC 0.01% Add +20.8% 1,489 $248K
Drucker Wealth 3.0, LLC 0.04% Add +2.8% 1,483 $247K
Avidian Wealth Enterprises, LLC 0.01% Add +17.1% 1,476 $246K
PFS Partners, LLC 0.10% Add +0.3% 1,475 $246K
J.E. Simmons & Co., P.C. 0.14% Reduce -1.9% 1,474 $246K
Synergy Investment Management, LLC 0.06% Add +2.2% 1,462 $244K
Income Insurance Ltd 0.15% No change 1,466 $244K
Detalus Advisors, LLC 0.05% Reduce -0.2% 1,464 $244K
Ilex Capital Partners (UK) LLP 0.01% New 1,462 $244K
FSM Wealth Advisors, LLC 0.03% Reduce -12.2% 1,443 $241K
ING Groep NV 0.00% Reduce -93.4% 1,442 $240K
Capital Wealth Planning, LLC 0.00% Add +2.2% 1,438 $240K
AdvisorNet Financial, Inc 0.01% Add +72.9% 1,437 $240K
Bolthouse Investments, LLC 0.19% No change 1,436 $239K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -5.1% 1,425 $238K
Mayflower Financial Advisors, LLC 0.02% Reduce -15.3% 1,424 $237K
Main Line Retirement Advisors, LLC 0.11% Add +0.1% 1,423 $237K
TigerOak Management, L.L.C. 0.07% Reduce -0.2% 1,418 $236K
Basecamp Wealth Advisors LLC 0.04% Reduce -14.0% 1,413 $236K
Cypress Capital Group 0.02% New 1,406 $234K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,403 $234K
Klingenstein Fields & Co. LP 0.01% No change 1,401 $234K
DV Trading LLC 0.02% No change 1,400 $233K
Summit Global Investments 0.01% Reduce -63.3% 1,398 $233K
Cromwell Holdings LLC 0.10% Add +0.2% 1,393 $232K
SYM FINANCIAL Corp 0.02% Reduce -22.5% 1,387 $231K
Nwam LLC 0.01% Reduce -6.5% 1,384 $231K
Legacy Advisory Services, LLC 0.16% Add +0.6% 1,383 $231K
Picton Mahoney Asset Management 0.00% Reduce -96.7% 1,383 $231K
Lewis Asset Management, LLC 0.08% Add +9.7% 1,377 $230K
1900 Wealth Management LLC 0.01% Reduce -8.8% 1,373 $229K
Bank of New Hampshire 0.05% No change 1,370 $228K
Diversified Enterprises, LLC 0.01% Reduce -19.0% 1,369 $228K
Drive Wealth Management, LLC 0.04% Reduce -45.2% 1,364 $227K
Innovative Asset Advisors Group, LLC 0.10% Add +3.6% 1,360 $227K
Outlook Wealth Advisors, LLC 0.05% Add +0.7% 1,359 $227K
HCR Wealth Advisors 0.02% Reduce -5.3% 1,358 $226K
Bfsg, LLC 0.02% No change 1,357 $226K
Rice Hall James & Associates, LLC 0.01% No change 1,350 $225K
Parkside Financial Bank & Trust 0.02% Reduce -4.9% 1,346 $224K
Essex Bank 0.05% Reduce -3.2% 1,345 $224K
Everpar Advisors LLC 0.06% Add +4.3% 1,343 $224K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.3% 1,333 $222K
Claro Advisors Inc. 0.02% Reduce -13.3% 1,328 $221K
PUREfi Wealth, LLC 0.12% Add +0.2% 1,328 $221K
Family Wealth Partners, LLC 0.07% New 1,316 $219K
CYBER HORNET ETFs LLC 0.12% Reduce -2.5% 1,312 $219K
Investment Research Partners LLC 0.07% New 1,305 $218K
First Nebraska Trust Co 0.02% No change 1,305 $218K
Mission Creek Capital Partners, Inc. 0.04% No change 1,300 $217K
Carret Asset Management, LLC 0.02% Reduce -9.1% 1,300 $217K
Hudson Bay Capital Management LP 0.00% New 1,300 $217K
Benchmark Financial Wealth Advisors, LLC 0.05% Add +10.5% 1,296 $216K
Advisor OS, LLC 0.01% Reduce -12.3% 1,293 $216K
Financial Planning Hawaii, Inc. 0.12% New 1,291 $215K
Amplius Wealth Advisors, LLC 0.02% New 1,290 $215K
River Road Asset Management, LLC 0.00% Reduce -10.2% 1,290 $215K
Meridian Wealth Management, LLC 0.01% New 1,289 $215K
Signature Estate & Investment Advisors LLC 0.00% Add +1.2% 1,287 $215K
AGH Wealth Advisors, LLC 0.14% Reduce -35.7% 1,287 $215K
Tritonpoint Wealth, LLC 0.02% New 1,283 $214K
Caden Capital Partners, LP 2.57% No change 1,278 $213K
SlateStone Wealth, LLC 0.02% Reduce -2.1% 1,277 $213K
Nichols & Pratt Advisers LLP 0.01% No change 1,277 $213K
SmartHarvest Portfolios, LLC 0.07% New 1,275 $212K
Cornerstone Wealth Management, LLC 0.01% Reduce -1.2% 1,274 $212K
Everett Harris & Co. 0.00% No change 1,265 $211K
Focused Wealth Management, Inc 0.02% New 1,264 $211K
Avail Investment Partners, LLC 0.16% New 1,263 $211K
Norris Perne & French LLP 0.01% Add +3.4% 1,262 $210K
Cambient Family Office, LLC 0.03% Reduce -12.6% 1,260 $210K
Millstone Evans Group, LLC 0.11% Add +0.2% 1,255 $209K
Kinloch Capital, LLC 0.08% No change 1,252 $209K
Brown Miller Wealth Management, LLC 0.05% New 1,248 $208K
Sun Group Wealth Partners 0.14% Reduce -22.1% 1,246 $208K
Genesis Private Wealth, LLC 0.06% Reduce -44.4% 1,232 $205K
Stonebrook Private Inc. 0.04% New 1,230 $205K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -15.1% 1,224 $204K
RFG Advisory, LLC 0.00% New 1,219 $203K
Platform Technology Partners 0.03% New 1,215 $202K
Angeles Wealth Management, LLC 0.01% New 1,214 $202K
XTX Topco Ltd 0.00% New 1,214 $202K
Parthenon LLC 0.02% Reduce -4.4% 1,213 $202K
New England Professional Planning Group Inc. 0.08% No change 1,211 $202K
Duncan Williams Asset Management, LLC 0.05% Add +0.2% 1,207 $201K
waypoint wealth counsel 0.13% Reduce -4.5% 1,203 $201K
Keel Point, LLC 0.01% Reduce -22.8% 1,202 $200K
Granite FO LLC 0.11% No change 1,200 $200K
Diligent Investors, LLC 0.04% No change 1,200 $200K
Mattern Wealth Management LLC 0.03% New 1,200 $200K
Douglass Winthrop Advisors, LLC 0.00% No change 1,200 $200K
Mairs & Power Inc. 0.00% Reduce -7.7% 1,200 $200K
Strategic Investment Advisors / MI 0.01% Reduce -91.3% 1,169 $195K
Mather Group, Llc. 0.00% Add +11.1% 1,168 $195K
Fiduciary Financial Advisors 0.02% New 1,150 $191K
West Paces Advisors Inc. 0.03% Reduce -55.2% 1,141 $190K
Strategic Wealth Partners, Ltd. 0.01% Reduce -1.1% 1,122 $187K
Rossby Financial, LCC 0.03% Reduce -59.9% 1,085 $181K
Hollencrest Capital Management 0.01% Reduce -10.3% 1,039 $173K
Bogart Wealth, LLC 0.01% Reduce -0.7% 1,013 $169K
MV Capital Management, Inc. 0.01% Reduce -5.4% 973 $162K
Trust Co. of Vermont 0.01% — 945 $158K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +2.8% 941 $157K
Swiss Re Ltd. 0.01% Add +466.7% 901 $150K
Rosenberg Matthew Hamilton 0.03% Add +59.0% 884 $147K
CVA Family Office, LLC 0.01% Reduce -34.8% 869 $145K
University of Texas/Texas Am Investment Management Co. 0.02% Add +252.7% 857 $143K
Lavaca Capital LLC 0.01% Add +18.3% 828 $138K
TOWER TRUST & INVESTMENT Co 0.08% Reduce -79.6% 828 $138K
Clearstead Trust, LLC 0.02% Add +12.4% 751 $125K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +22.9% 750 $125K
Spectrum Wealth Advisory Group, LLC 0.04% New 746 $124K
Transamerica Financial Advisors, LLC 0.01% No change 713 $119K
CENTRAL TRUST Co 0.00% Reduce -21.0% 710 $118K
Washington Trust Advisors, Inc. 0.01% Add +4.5% 692 $115K
Institute for Wealth Management, LLC. 0.01% New 691 $115K
HHM Wealth Advisors, LLC 0.01% Reduce -10.0% 666 $111K
Physician Wealth Advisors, Inc. 0.01% Add +115.6% 649 $108K
Clean Yield Group 0.03% Add +247.3% 646 $108K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.2% 633 $106K
True Wealth Design, LLC 0.03% Reduce -59.8% 632 $105K
Basepoint Wealth LLC 0.06% Add +0.5% 629 $105K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 600 $100K
REAP Financial Group, LLC 0.02% No change 580 $97K
Quent Capital, LLC 0.01% Reduce -33.1% 564 $94K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -1.1% 553 $92K
Manning & Napier Advisors LLC 0.00% No change 548 $91K
Caldwell Sutter Capital, Inc. 0.03% Add +14.0% 538 $90K
Simplex Trading, LLC 0.00% Reduce -72.0% 531 $89K
Union Savings Bank 0.03% Reduce -9.7% 514 $86K
Osterweis Capital Management Inc. 0.00% No change 513 $86K
LRI Investments, LLC 0.01% Add +18.6% 511 $85K
Baillie Gifford & Co. 0.00% Reduce -99.2% 511 $85K
Owl Creek Wealth Partners LLC 0.02% Add +12.2% 498 $83K
Key Financial Inc 0.01% No change 493 $82K
Salomon & Ludwin, LLC 0.01% Add +1.1% 477 $82K
Elevation Wealth Partners, LLC 0.02% Add +53.0% 476 $79K
Sachetta, LLC 0.04% Add +12.1% 473 $79K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 470 $78K
USA Financial Formulas 0.01% — 466 $78K
Merrithew & Thorsten Inc 0.07% Add +0.7% 463 $77K
State of Wyoming 0.01% New 455 $76K
Silver Grove Financial Group, Inc. 0.04% New 454 $76K
KERR FINANCIAL PLANNING Corp 0.08% Add +26.8% 454 $76K
Hara Capital LLC 0.04% No change 453 $76K
Islay Capital Management, LLC 0.04% No change 450 $75K
Maseco LLP 0.00% No change 448 $75K
Kozak & Associates, Inc. 0.01% Add +0.5% 431 $74K
Lodestone Wealth Management LLC 0.03% Add +3.6% 435 $73K
Pittenger & Anderson Inc. 0.00% No change 429 $72K
Harbor Investment Advisory, LLC 0.01% No change 425 $71K
GF Fund Management Co. LTD. 0.00% No change 415 $69K
New England Capital Financial Advisors LLC 0.02% Add +0.5% 412 $69K
DHJJ Financial Advisors, Ltd. 0.02% No change 410 $68K
Morse Asset Management, Inc 0.01% Reduce -27.0% 405 $68K
Minot DeBlois Advisors LLC 0.06% No change 400 $67K
Guardian Partners Inc. 0.01% New 400 $67K
Independence Bank of Kentucky 0.01% Reduce -44.4% 395 $66K
Mowery & Schoenfeld Wealth Management, LLC 0.09% Reduce -0.3% 387 $65K
Colonial Trust Co / SC 0.01% Reduce -33.0% 386 $64K
Leonteq Securities AG 0.00% Reduce -87.6% 383 $64K
Bruce G. Allen Investments, LLC 0.04% Reduce -15.2% 368 $61K
Silvant Capital Management LLC 0.00% No change 358 $60K
Anchor Investment Management, LLC 0.00% Add +229.6% 356 $59K
Raleigh Capital Management Inc. 0.02% Reduce -0.8% 356 $59K
Purpose Unlimited Inc. 0.00% No change 354 $59K
Axiom Investment Management LLC 0.04% Reduce -2.8% 349 $58K
Ares Financial Consulting, LLC 0.04% Add +2.7% 344 $57K
WPG Advisers, LLC 0.03% Add +18.7% 337 $56K
Meramec Financial Planners, LLC 0.02% Add +6.4% 300 $55K
Cornerstone Planning Group LLC 0.01% Reduce -17.8% 304 $53K
Capital Analysts, LLC 0.00% Add +37.4% 312 $52K
HighMark Wealth Management LLC 0.02% No change 308 $51K
S&T Bank 0.02% No change 305 $51K
Plante Moran Financial Advisors, LLC 0.00% Add +1.7% 305 $51K
Glen Eagle Advisors, LLC 0.01% Reduce -6.4% 305 $51K
Golden State Wealth Management, LLC 0.00% Add +126.3% 301 $50K
Riverview Trust Co 0.06% No change 300 $50K
Chelsea Counsel Co. 0.02% No change 300 $50K
Acumen Wealth Advisors, LLC 0.01% Reduce -15.3% 300 $50K
Park Place Capital Corp 0.01% Reduce -65.0% 296 $49K
Walleye Capital LLC 0.00% Reduce -82.1% 295 $49K
Atlatl Advisers LLC 0.01% New 291 $49K
MidFirst Bank 0.00% Reduce -24.9% 286 $48K
Loomis Sayles & Co. L P 0.00% Add +652.6% 286 $48K
Perkins Coie Trust Co 0.01% No change 286 $48K
Nova Wealth Management, Inc. 0.03% Reduce -9.0% 282 $47K
Johnson Financial Group, Inc. 0.00% Reduce -33.8% 278 $46K
Dunhill Financial, LLC 0.01% Add +5.7% 277 $46K
Nemes Rush Group LLC 0.00% Add +1.1% 276 $46K
Triumph Capital Management 0.01% Reduce -1.8% 274 $46K
SouthState Bank Corp 0.00% Reduce -14.9% 274 $46K
IFG Advisory, LLC 0.00% New 271 $45K
Pension & Wealth Management Advisors, Inc. 0.01% No change 264 $44K
CoreCap Advisors, LLC 0.00% Add +8.2% 263 $44K
Rialto Wealth Management, LLC 0.01% Add +11.4% 254 $42K
GW&K Investment Management, LLC 0.00% Reduce -7.0% 251 $42K
Ancora Advisors LLC 0.00% Reduce -79.5% 251 $42K
Stone House Investment Management, LLC 0.01% Add +31.1% 249 $41K
Aventura Private Wealth, LLC 0.01% Reduce -29.9% 246 $41K
Keating Financial Advisory Services, Inc. 0.01% Add +7.9% 246 $41K
Solstein Capital, LLC 0.01% No change 231 $39K
SBI Securities Co., Ltd. 0.00% Reduce -31.6% 230 $38K
Tompkins Financial Corp. 0.00% No change 229 $38K
Continuum Advisory, LLC 0.00% Reduce -84.4% 227 $38K
Sankala Group LLC 0.03% No change 199 $37K
Frazier Financial Advisors, LLC 0.02% No change 221 $37K
Westside Investment Management, Inc. 0.00% No change 218 $36K
SJS Investment Consulting Inc. 0.00% Reduce -21.8% 212 $35K
Princeton Global Asset Management LLC 0.00% No change 207 $35K
Trifecta Capital Advisors, LLC 0.00% Add +3.0% 206 $34K
Kemnay Advisory Services Inc. 0.00% Add +4.1% 203 $34K
Tiaa Trust, National Association 0.00% Reduce -51.7% 201 $34K
Ameriflex Group, Inc. 0.01% Add +13.4% 195 $33K
First Pacific Financial 0.00% Reduce -19.8% 191 $32K
Bell Investment Advisors, Inc 0.00% Add +25.5% 187 $31K
Oakworth Capital, Inc. 0.00% No change 186 $31K
First United Bank & Trust 0.01% No change 185 $31K
Rogco, LP 0.01% No change 183 $31K
EFG International AG 0.00% Reduce -26.3% 182 $30K
Bayban 0.02% No change 181 $30K
Albion Financial Group 0.00% No change 180 $30K
JPL Wealth Management, LLC 0.01% Reduce -38.7% 171 $29K
Joseph Group Capital Management 0.01% Add +58.3% 171 $29K
Prestige Wealth Management Group LLC 0.01% Reduce -87.8% 169 $28K
Entrust Financial LLC 0.02% No change 166 $28K
Canton Hathaway, LLC 0.01% No change 164 $27K
JFS Wealth Advisors, LLC 0.00% Reduce -9.4% 163 $27K
Hanson & Doremus Investment Management 0.00% Reduce -20.9% 163 $27K
Capital Advisors, Ltd. LLC 0.00% Add +157.1% 162 $27K
Pinnacle Bancorp, Inc. 0.01% No change 159 $27K
City Holding Co. 0.00% No change 157 $26K
Atlas Capital Advisors Inc. 0.00% No change 151 $25K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -26.8% 142 $24K
Essential Investment Partners LLC 0.02% No change 135 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +50.6% 134 $22K
Prosperity Bancshares Inc 0.01% Add +6.6% 129 $22K
Piscataqua Savings Bank 0.01% No change 129 $21K
Horizon Bancorp Inc. 0.01% Reduce -8.2% 124 $21K
Creative Financial Designs Inc. 0.00% Add +733.3% 125 $21K
PlanVest Financial, Inc 0.01% No change 121 $20K
High Note Wealth, LLC 0.00% Add +11.0% 121 $20K
Covestor Ltd 0.01% Reduce -8.5% 119 $20K
Webster Bank, N. A. 0.00% Reduce -59.9% 119 $20K
Compass Financial Management LLC 0.00% — 118 $20K
Delos Wealth Advisors, LLC 0.01% No change 115 $19K
Fortitude Family Office, LLC 0.00% Reduce -43.1% 115 $19K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -18.0% 114 $19K
Highline Wealth Partners LLC 0.00% Add +31.8% 112 $19K
Summit Securities Group LLC 0.00% Add +40.0% 112 $19K
Spire Wealth Management 0.00% Reduce -99.0% 108 $18K
Raffa Wealth Management, LLC 0.00% Reduce -6.1% 107 $18K
Axxion S.A. 0.00% — 105 $18K
Wilkerson Advisory Group LLC 0.01% Add +18.4% 103 $17K
Heritage Wealth Advisors 0.00% Reduce -74.2% 101 $17K
Curat Global, LLC 0.01% No change 100 $17K
Colonial Trust Advisors 0.00% No change 100 $17K
Cypress Capital Management LLC (WY) 0.01% No change 97 $16K
Tounjian Advisory Partners, LLC 0.01% Reduce -98.9% 95 $16K
WealthCollab, LLC 0.01% No change 95 $16K
Keb Asset Management, LLC 0.00% New 94 $16K
DT Investment Partners, LLC 0.00% No change 90 $15K
Mascoma Wealth Management LLC 0.00% Add +2.4% 85 $14K
Boreal Capital Management LLC 0.01% No change 83 $14K
Bare Financial Services, Inc 0.00% Add +53.7% 83 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 82 $14K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -4.8% 80 $13K
FWL Investment Management, LLC 0.00% New 80 $13K
TD Capital Management LLC 0.00% Reduce -21.0% 79 $13K
Whipplewood Advisors, LLC 0.01% Reduce -74.7% 78 $13K
Dogwood Wealth Management LLC 0.01% Add +230.4% 76 $13K
Align Financial, LLC 0.01% No change 75 $13K
Arlington Trust Co LLC 0.00% No change 75 $13K
J.Safra Asset Management Corp 0.00% Reduce -64.5% 72 $12K
1248 Management, LLC 0.00% No change 72 $12K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -16.9% 74 $12K
Kilter Group LLC 0.00% Reduce -25.0% 69 $12K
Aspect Partners, LLC 0.00% Reduce -10.5% 68 $11K
Avion Wealth 0.00% Add +11.1% 70 $11K
Allied Private Wealth LLC 0.01% — 61 $11K
Marquette Asset Management, LLC 0.00% Add +490.9% 65 $11K
Financial Gravity Companies, Inc. 0.00% — 63 $11K
Copia Wealth Management 0.01% No change 62 $10K
American National Bank & Trust 0.00% Add +24.0% 62 $10K
Osbon Capital Management LLC 0.01% No change 61 $10K
Pflug Koory, LLC 0.00% No change 61 $10K
Richards, Merrill & Peterson, Inc. 0.00% No change 59 $10K
McGuire Capital Advisors Inc. 0.01% No change 58 $10K
First Command Advisory Services, Inc. 0.00% Reduce -12.1% 58 $10K
Hughes Financial Services, LLC 0.00% Add +43.6% 56 $9K
GHP Investment Advisors, Inc. 0.00% Reduce -22.2% 56 $9K
Cornerstone Financial Management LLC 0.01% Add +111.5% 55 $9K
Westfuller Advisors, LLC 0.00% Reduce -45.0% 55 $9K
RHL Group, LLC 0.01% No change 54 $9K
Miller Global Investments, LLC 0.01% No change 53 $9K
Chung Wu Investment Group, LLC 0.01% Reduce -50.0% 51 $9K
North Star Investment Management Corp. 0.00% Add +300.0% 48 $8K
Operose Advisors LLC 0.00% Reduce -72.5% 47 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 45 $8K
LifeSteps Financial, Inc. 0.00% New 46 $8K
Signature Equity Partners, LLC 0.00% Reduce -43.8% 45 $8K
Evolution Wealth Management Inc. 0.00% Add +40.6% 45 $8K
Investors Research Corp 0.00% No change 45 $8K
Atwood & Palmer Inc. 0.00% No change 42 $7K
Bullock Wealth Management Group 0.00% No change 39 $7K
Ascentis Wealth Management, LLC 0.00% Reduce -95.8% 40 $7K
Principia Wealth Advisory, LLC 0.00% Add +50.0% 39 $7K
Crews Bank & Trust 0.00% No change 39 $7K
Private Wealth Management Group, LLC 0.00% Add +58.3% 38 $6K
Alpine Bank Wealth Management 0.00% New 38 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +2.8% 37 $6K
Tsfg, LLC 0.00% No change 35 $6K
Asset Dedication, LLC 0.00% Reduce -75.7% 35 $6K
Rakuten Securities, Inc. 0.00% Add +277.8% 34 $6K
POM Investment Strategies, LLC 0.01% Add +37.5% 33 $6K
Towne Trust Company, N.A 0.00% No change 32 $5K
Measured Wealth Private Client Group, LLC 0.00% No change 32 $5K
Cedar Mountain Advisors, LLC 0.00% No change 31 $5K
Burk Holdings LLC 0.00% No change 30 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.6% 27 $5K
Provenance Wealth Advisors, LLC 0.00% Add +12.5% 27 $5K
Sunrise Financial Services, LLC 0.00% Add +18.2% 26 $4K
Toth Financial Advisory Corp. 0.00% No change 25 $4K
Cape Investment Advisory, Inc. 0.00% New 25 $4K
Valued Wealth Advisors LLC 0.00% No change 24 $4K
Clark Wealth Partners 0.00% Add +242.9% 24 $4K
American Capital Advisory, LLC 0.00% Add +84.6% 24 $4K
Torren Management, LLC 0.00% No change 23 $4K
Buck Wealth Strategies, LLC 0.00% New 22 $4K
Cornerstone National Bank & Trust Co 0.00% Reduce -94.4% 21 $4K
Pacifica Partners Inc. 0.00% No change 20 $4K
Prudent Man Investment Management, Inc. 0.00% No change 19 $4K
Markowski Investments 0.00% — 21 $4K
Wolff Wiese Magana LLC 0.00% No change 20 $3K
TFC Financial Management, Inc. 0.00% Reduce -31.0% 20 $3K
Salem Investment Counselors Inc. 0.00% No change 20 $3K
Strive Financial Group ,LLC 0.00% No change 20 $3K
Creative Capital Management Investments LLC 0.00% New 20 $3K
IMG Wealth Management, Inc. 0.00% Reduce -44.1% 19 $3K
United Community Bank 0.00% No change 19 $3K
BOK Financial Private Wealth, Inc. 0.00% New 19 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $3K
Harborfront Financial Group LLC 0.01% — 18 $3K
Main Street Group, LTD 0.00% No change 17 $3K
PayPay Securities Corp 0.07% Add +6.3% 17 $3K
Davis Capital Management 0.00% Add +240.0% 17 $3K
Archer Investment Corp 0.00% No change 16 $3K
WestEnd Advisors, LLC 0.00% No change 16 $3K
Downshift Financial, LLC 0.00% New 15 $3K
Corsicana & Co. 0.00% No change 14 $2K
Brooklyn FI, LLC 0.00% New 13 $2K
Planning Strategies Inc. 0.00% — 13 $2K
HFM Investment Advisors, LLC 0.00% Add +85.7% 13 $2K
MTM Investment Management, LLC 0.00% No change 13 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 12 $2K
Sittner & Nelson, LLC 0.00% New 12 $2K
Asset Planning,Inc 0.00% No change 12 $2K
N.E.W. Advisory Services LLC 0.00% New 12 $2K
Banque Cantonale Vaudoise 0.00% Reduce -54.4% 10,769 $2K
Lloyd Advisory Services, LLC. 0.00% New 10 $2K
Marshall Investment Management, LLC 0.00% New 10 $2K
BankPlus Trust Department 0.00% Reduce -96.5% 10 $2K
Nvwm, LLC 0.00% Reduce -23.1% 10 $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
Morton Brown Family Wealth, LLC 0.00% New 9 $2K
Key Capital Management, INC 0.00% Reduce -52.9% 8 $1K
Noble Wealth Management PBC 0.00% New 8 $1K
Lummis Asset Management, LP 0.00% New 7 $1K
Tradewinds Capital Management, LLC 0.00% Reduce -75.9% 7 $1K
Breakwater Investment Management 0.00% Add +100.0% 6 $1K
Activest Wealth Management 0.00% Reduce -98.5% 5 $833
DecisionPoint Financial, LLC 0.00% Reduce -33.3% 4 $689
Seneschal Advisors, LLC 0.00% Reduce -20.0% 4 $667
Richardson Financial Services Inc. 0.00% Reduce -98.8% 4 $667
Nvest Wealth Strategies, Inc. 0.00% New 4 $667
West Branch Capital LLC 0.00% No change 4 $667
Caitong International Asset Management Co., Ltd 0.00% Reduce -33.3% 4 $667
IMA Advisory Services, Inc. 0.00% New 3 $500
Quaker Wealth Management, LLC 0.00% Reduce -86.7% 2 $334
Elevated Capital Advisors, LLC 0.00% No change 2 $333
Medallion Wealth Advisors, LLC 0.00% New 2 $333
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $275
Cordant, Inc. 0.00% New 2 $251
Y.D. More Investments Ltd 0.00% Add +0.3% 310 $173
Maryland Capital Advisors Inc. 0.00% — 1 $167
Highland Investment Advisors LLC 0.00% — 1 $167
Valley National Advisers Inc. 0.00% Reduce -96.9% 1 $167
Trust Co 0.00% Reduce -100.0% 1 $167
Abound Wealth Management 0.00% Reduce -98.7% 1 $104
Evolution Advisers, Inc. 0.00% New 3 $0
Navigoe, LLC 0.00% New 3 $0

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