Principal Financial GroupPFG
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 795 institutions reported holding Principal Financial Group (PFG) in their 13F filings, up 32 from Q1 2024. 84 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.6B) and Nippon Life Insurance Co. ($1.4B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Principal Financial Group
- Sector
- Finance
- CUSIP
- 74251V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $81.1M |
| Exits | 54 | $33.5M |
All 13F filers, Q1 2024 → Q2 2024: 5,511,279 shares bought and 6,595,415 shares sold, net −1,084,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.0% | 27,749,824 | $2.2B |
| BlackRock Inc. | 0.04% | Add +1.7% | 19,763,056 | $1.6B |
| Nippon Life Insurance Co. | 62.53% | No change | 18,137,000 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -2.3% | 10,716,882 | $840.7M |
| State Street Corp. | 0.03% | Reduce -1.0% | 9,558,150 | $749.8M |
| Capital Research Global Investors | 0.11% | Add +0.0% | 6,603,902 | $518.1M |
| Geode Capital Management, LLC | 0.04% | Add +0.5% | 5,429,454 | $424.8M |
| Wellington Management Group LLP | 0.06% | Reduce -1.1% | 4,434,395 | $347.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.0% | 3,905,124 | $306.4M |
| Northern Trust Corp. | 0.05% | Reduce -2.5% | 3,489,868 | $273.8M |
| Norges Bank | 0.04% | Add +9.1% | 3,251,668 | $255.1M |
| Morgan Stanley | 0.02% | Add +6.0% | 2,867,685 | $225.0M |
| Invesco Ltd. | 0.04% | Reduce -2.9% | 2,605,800 | $204.4M |
| JPMorgan Chase & Co. | 0.02% | Add +3.8% | 2,343,840 | $183.9M |
| Bank of New York Mellon Corp | 0.03% | Add +2.9% | 1,903,138 | $149.3M |
| Legal & General Group Plc | 0.04% | Reduce -5.5% | 1,736,683 | $136.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +40.4% | 1,679,343 | $131.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.5% | 1,489,728 | $116.9M |
| HSBC Holdings PLC | 0.07% | Reduce -1.2% | 1,443,115 | $113.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 1,384,888 | $108.6M |
| Mairs & Power Inc. | 0.92% | Reduce -1.7% | 1,207,976 | $94.8M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 1,097,107 | $86.1M |
| Deutsche Bank AG | 0.04% | Add +42.2% | 1,004,825 | $78.8M |
| UBS Group AG | 0.02% | Reduce -7.2% | 874,505 | $68.6M |
| Amundi | 0.03% | Reduce -39.3% | 853,694 | $67.6M |
| Barclays PLC | 0.03% | Reduce -14.0% | 718,493 | $56.4M |
| Millennium Management | 0.05% | Reduce -7.1% | 716,601 | $56.2M |
| Swiss National Bank | 0.04% | Reduce -2.5% | 696,200 | $54.6M |
| Voloridge Investment Management, LLC | 0.19% | Reduce -4.4% | 664,269 | $52.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -17.5% | 571,488 | $44.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.9% | 557,299 | $43.7M |
| FMR LLC | 0.00% | Add +0.2% | 523,469 | $41.1M |
| Rhumbline Advisers | 0.04% | Add +0.5% | 478,129 | $37.5M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.2% | 434,697 | $34.1M |
| AustralianSuper Pty Ltd | 0.19% | Add +13.2% | 424,643 | $33.3M |
| California Public Employees Retirement System | 0.02% | Reduce -4.4% | 413,609 | $32.4M |
| National Pension Service | 0.04% | Add +1.0% | 410,037 | $32.2M |
| North Star Asset Management Inc. | 1.48% | Reduce -0.2% | 397,812 | $31.2M |
| Trust Point Inc. | 2.42% | No change | 384,871 | $30.2M |
| Man Group plc | 0.08% | Reduce -43.7% | 382,477 | $30.0M |
| Verition Fund Management LLC | 0.25% | Add +56.0% | 376,845 | $29.6M |
| California State Teachers Retirement System | 0.04% | Reduce -4.4% | 372,974 | $29.3M |
| Fort Washington Investment Advisors Inc. | 0.19% | Reduce -0.6% | 371,894 | $29.2M |
| BNP Paribas Financial Markets | 0.03% | Add +9.0% | 368,269 | $28.9M |
| Bank of Montreal | 0.01% | Add +50.6% | 357,262 | $28.6M |
| Acadian Asset Management LLC | 0.09% | Add +403.6% | 354,447 | $27.8M |
| D. E. Shaw & Co. | 0.04% | Reduce -11.8% | 318,410 | $25.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.2% | 307,878 | $24.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.8% | 304,226 | $23.9M |
| Intech Investment Management LLC | 0.29% | Add +27.1% | 298,562 | $23.4M |
| Citigroup Inc. | 0.02% | Add +97.4% | 290,980 | $22.8M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -10.9% | 264,601 | $20.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 261,458 | $20.5M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -1.1% | 251,263 | $19.7M |
| Massachusetts Financial Services Co. | 0.01% | New | 251,088 | $19.7M |
| Jane Street Group, LLC | 0.02% | Add +362.9% | 232,568 | $18.2M |
| ExodusPoint Capital Management, LP | 0.20% | Add +59.2% | 232,128 | $18.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +25.9% | 227,818 | $17.9M |
| AMF Tjanstepension AB | 0.13% | Reduce -26.8% | 225,808 | $17.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 224,460 | $17.6M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -3.0% | 223,801 | $17.6M |
| Storebrand Asset Management As | 0.06% | Reduce -8.0% | 212,710 | $16.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.6% | 207,970 | $16.3M |
| GW Henssler & Associates Ltd. | 0.96% | Add +0.4% | 202,325 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 196,415 | $15.4M |
| Sound Income Strategies, LLC | 1.07% | Add +7.4% | 195,216 | $15.3M |
| SG Americas Securities, LLC | 0.09% | Add +57.3% | 178,635 | $14.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 177,701 | $13.9M |
| Swiss Life Asset Management Ltd | 0.16% | Add +5.6% | 177,636 | $13.9M |
| State of Wisconsin Investment Board | 0.04% | Add +2.0% | 171,089 | $13.4M |
| American Century Companies Inc. | 0.01% | Add +65.0% | 166,052 | $13.0M |
| New York State Common Retirement Fund | 0.02% | Add +0.1% | 164,085 | $12.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -18.6% | 163,818 | $12.9M |
| Swedbank AB | 0.02% | No change | 162,158 | $12.7M |
| Interval Partners, LP | 0.36% | Add +113.1% | 155,945 | $12.2M |
| Bank of Nova Scotia | 0.02% | Add +32.1% | 146,405 | $11.5M |
| Cambria Investment Management, L.P. | 0.69% | Add +2.5% | 144,946 | $11.4M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -1.7% | 144,349 | $11.3M |
| Brandywine Global Investment Management, LLC | 0.08% | Add +3.4% | 138,411 | $10.9M |
| Prudential Financial Inc. | 0.02% | Reduce -12.9% | 136,883 | $10.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -1.4% | 131,167 | $10.3M |
| Illinois Municipal Retirement Fund | 0.16% | Add +13.1% | 130,631 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.9% | 130,191 | $10.2M |
| Squarepoint Ops LLC | 0.04% | Add +24.6% | 127,390 | $10.0M |
| Goelzer Investment Management, Inc. | 0.55% | Reduce -1.0% | 125,751 | $9.9M |
| Allianz Asset Management GmbH | 0.02% | Add +135.3% | 123,330 | $9.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -3.5% | 121,587 | $9.5M |
| AMG National Trust Bank | 0.26% | Add +20.1% | 120,797 | $9.5M |
| Aviva PLC | 0.03% | Add +20.3% | 119,526 | $9.4M |
| Capital Management Corp. | 1.85% | Add +19.3% | 117,803 | $9.2M |
| AE Wealth Management LLC | 0.09% | Reduce -22.0% | 117,791 | $9.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.1% | 117,722 | $9.2M |
| Tudor Investment Corporation | 0.10% | Reduce -67.6% | 117,568 | $9.2M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -11.5% | 115,032 | $9.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -11.2% | 111,192 | $8.7M |
| Toronto Dominion Bank | 0.01% | Reduce -45.0% | 107,004 | $8.4M |
| NewSquare Capital LLC | 0.72% | Add +4.9% | 107,597 | $8.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 105,000 | $8.2M |
| Worldquant Millennium Advisors LLC | 0.07% | Reduce -0.0% | 104,493 | $8.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -4.1% | 104,384 | $8.2M |
| Teacher Retirement System of Texas | 0.05% | Add +12.5% | 103,302 | $8.1M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -7.8% | 103,280 | $8.1M |
| CHURCHILL MANAGEMENT Corp | 0.09% | Reduce -1.4% | 101,410 | $8.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.5% | 100,337 | $7.9M |
| LPL Financial LLC | 0.00% | Add +4.5% | 99,778 | $7.8M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.09% | — | 99,451 | $7.8M |
| Engineers Gate Manager LP | 0.17% | Reduce -8.7% | 98,761 | $7.7M |
| Bridgewater Associates | 0.04% | Add +1.7% | 98,508 | $7.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +3.3% | 97,651 | $7.7M |
| Schroder Investment Management Group | 0.01% | Add +43.2% | 97,452 | $7.6M |
| Korea Investment CORP | 0.02% | Reduce -18.1% | 95,641 | $7.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +7.2% | 95,327 | $7.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.9% | 95,240 | $7.5M |
| Asset Management One Co., Ltd. | 0.03% | Add +2.4% | 94,512 | $7.4M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.8% | 93,680 | $7.3M |
| Prana Capital Management, LP | 0.33% | Add +1116.3% | 89,570 | $7.0M |
| Aberdeen Group plc | 0.01% | Reduce -10.9% | 89,006 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce 0.0% | 87,185 | $6.8M |
| Danske Bank A/S | 0.03% | Reduce -9.0% | 86,903 | $6.8M |
| Arjuna Capital | 1.83% | Add +13.5% | 86,484 | $6.8M |
| CI Investments Inc. | 0.03% | Add +0.8% | 86,354 | $6.8M |
| Raymond James & Associates | 0.00% | Reduce -2.8% | 85,391 | $6.7M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -2.6% | 84,561 | $6.6M |
| TD Asset Management Inc | 0.01% | Reduce -12.4% | 80,906 | $6.3M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -54.8% | 80,866 | $6.3M |
| National Bank of Canada | 0.01% | Reduce -33.0% | 79,685 | $6.2M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -35.5% | 79,008 | $6.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +2.6% | 78,575 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +16.5% | 78,879 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +35.9% | 78,515 | $6.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +61.2% | 77,367 | $6.1M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -1.7% | 75,833 | $5.9M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +135.1% | 75,778 | $5.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -7.8% | 74,007 | $5.8M |
| Voya Investment Management LLC | 0.01% | Add +1.5% | 74,069 | $5.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +855.9% | 73,272 | $5.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 72,510 | $5.7M |
| Dorsey & Whitney Trust CO LLC | 0.39% | Add +2.1% | 72,290 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.2% | 71,413 | $5.6M |
| USS Investment Management Ltd | 0.04% | Add +6.1% | 64,816 | $5.1M |
| Arizona State Retirement System | 0.03% | Reduce -1.5% | 64,596 | $5.1M |
| Azimuth Capital Investment Management LLC | 0.21% | Add +6.0% | 64,460 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +428.4% | 64,226 | $5.0M |
| LBP Am SA | 0.21% | Add +1.9% | 63,930 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 62,589 | $4.9M |
| Amalgamated Bank | 0.04% | Reduce -9.4% | 61,163 | $4.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | No change | 61,022 | $4.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -1.4% | 60,924 | $4.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.3% | 60,694 | $4.8M |
| First Trust Advisors LP | 0.00% | Reduce -63.2% | 59,887 | $4.7M |
| Dean Investment Associates, LLC | 0.66% | Reduce -4.9% | 59,296 | $4.7M |
| State of Michigan Retirement System | 0.02% | Reduce -1.7% | 59,080 | $4.6M |
| Natixis | 0.03% | Add +37.7% | 58,264 | $4.6M |
| Unison Advisors LLC | 0.57% | Add +1.0% | 57,940 | $4.5M |
| MetLife Investment Management, LLC | 0.03% | Add +11.8% | 57,827 | $4.5M |
| KBC Group NV | 0.01% | Reduce -11.5% | 57,418 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +6.9% | 57,293 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 57,043 | $4.5M |
| Wealthfront Advisers LLC | 0.01% | Add +23.7% | 56,860 | $4.5M |
| Credit Agricole S A | 0.03% | Add +326.7% | 56,848 | $4.5M |
| Hoylecohen, LLC | 0.34% | Reduce -7.2% | 56,617 | $4.4M |
| Holocene Advisors, LP | 0.02% | Reduce -40.5% | 56,249 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | — | 55,230 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.8% | 52,801 | $4.1M |
| Point72 Asset Management | 0.01% | Reduce -88.9% | 52,350 | $4.1M |
| Kintegral Advisory, LLC | 0.39% | Add +1062.2% | 51,824 | $4.1M |
| IFM Investors Pty Ltd | 0.04% | Reduce -1.2% | 51,533 | $4.0M |
| Renaissance Technologies | 0.01% | Reduce -64.0% | 50,000 | $3.9M |
| Creative Planning | 0.00% | Add +3.2% | 49,785 | $3.9M |
| Forsta Ap-Fonden | 0.03% | Reduce -16.2% | 49,600 | $3.9M |
| Comerica Bank | 0.02% | Reduce -5.9% | 49,563 | $3.9M |
| Achmea Investment Management B.V. | 0.07% | No change | 49,543 | $3.9M |
| PGGM Investments | 0.05% | No change | 48,179 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.8% | 47,566 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.6% | 47,364 | $3.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -54.5% | 45,235 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +58.2% | 45,040 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 44,538 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.8% | 44,089 | $3.5M |
| Ethic Inc. | 0.08% | Reduce -7.3% | 43,866 | $3.4M |
| ProShare Advisors LLC | 0.01% | Add +3.1% | 43,794 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +1183.1% | 43,393 | $3.4M |
| Centiva Capital, LP | 0.17% | Add +95.5% | 43,055 | $3.4M |
| Xponance LLC | 0.03% | Add +6.4% | 42,744 | $3.4M |
| Cibc World Markets Corp. | 0.02% | Reduce -24.9% | 42,402 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.8% | 42,183 | $3.3M |
| Czech National Bank | 0.04% | Add +6.5% | 41,091 | $3.2M |
| Quantinno Capital Management LP | 0.06% | Reduce -2.1% | 41,049 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.17% | Add +12.7% | 40,125 | $3.1M |
| Utah Retirement Systems | 0.04% | Reduce -6.1% | 38,613 | $3.0M |
| Marshall Wace, LLP | 0.00% | Reduce -92.5% | 38,337 | $3.0M |
| Walleye Capital LLC | 0.03% | Add +392.2% | 38,241 | $3.0M |
| Tredje AP-fonden | 0.03% | Reduce -1.5% | 37,683 | $3.0M |
| DNB Asset Management AS | 0.01% | Add +9.2% | 36,961 | $2.9M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -13.5% | 36,836 | $2.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 36,800 | $2.9M |
| Public Sector Pension Investment Board | 0.02% | Add +5.8% | 36,641 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.5% | 36,469 | $2.9M |
| Corient Private Wealth LP | 0.01% | Add +14.6% | 36,276 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Reduce -6.5% | 35,648 | $2.8M |
| Alaska Permanent Fund Corp | 0.04% | Add +2.8% | 33,843 | $2.8M |
| Freestone Capital Holdings, LLC | 0.10% | Add +1.9% | 34,974 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -83.7% | 34,629 | $2.7M |
| Avantax Planning Partners, Inc. | 0.09% | Add +0.0% | 34,586 | $2.7M |
| Foster & Motley Inc. | 0.18% | Reduce -2.6% | 33,611 | $2.6M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.7% | 33,289 | $2.6M |
| Dakota Wealth Management | 0.06% | Reduce -0.0% | 32,271 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -18.7% | 31,650 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +64.5% | 31,577 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.6% | 31,278 | $2.5M |
| Quantbot Technologies LP | 0.12% | Add +141.8% | 30,718 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 30,428 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.8% | 30,411 | $2.4M |
| Stoneridge Investment Partners LLC | 0.87% | New | 29,300 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.0% | 29,258 | $2.3M |
| Argent Trust Co | 0.10% | Add +6.6% | 28,467 | $2.2M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +3.7% | 28,419 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.1% | 28,385 | $2.2M |
| Point72 (DIFC) Ltd | 0.20% | Reduce -18.1% | 28,246 | $2.2M |
| Mariner, LLC | 0.00% | Add +5.2% | 28,178 | $2.2M |
| Ostrum Asset Management | 0.19% | Add +85.8% | 27,741 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.4% | 27,370 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -5.4% | 27,193 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.5% | 27,066 | $2.1M |
| AlphaQuest LLC | 0.29% | Add +94.5% | 27,056 | $2.1M |
| FAS Wealth Partners, Inc. | 0.18% | Add +1.9% | 26,847 | $2.1M |
| Cerity Partners LLC | 0.01% | Reduce -3.8% | 26,761 | $2.1M |
| Point72 Hong Kong Ltd | 0.13% | New | 26,751 | $2.1M |
| Cornercap Investment Counsel Inc. | 0.34% | Add +652.0% | 26,583 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.2% | 26,231 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.1% | 20,215 | $2.0M |
| Centric Wealth Management | 0.58% | Add +7.0% | 24,774 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.17% | Reduce -40.3% | 25,711 | $2.0M |
| Twinbeech Capital LP | 0.04% | New | 25,630 | $2.0M |
| Ossiam | 0.04% | Reduce -18.2% | 25,598 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.22% | New | 25,334 | $2.0M |
| Sei Investments Co. | 0.00% | Add +4.0% | 25,237 | $2.0M |
| Jump Financial, LLC | 0.04% | Add +10.1% | 25,232 | $2.0M |
| Brevan Howard Capital Management LP | 0.13% | Add +11.1% | 25,162 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | New | 25,139 | $2.0M |
| Siemens Fonds Invest GmbH | 0.15% | No change | 24,892 | $2.0M |
| Hohimer Wealth Management, LLC | 0.45% | No change | 24,724 | $1.9M |
| Two Sigma Investments, LP | 0.00% | New | 24,688 | $1.9M |
| AXA S.A. | 0.01% | New | 24,350 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -4.0% | 24,295 | $1.9M |
| Candriam S.C.A. | 0.01% | Add +27.8% | 24,026 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -1.3% | 23,834 | $1.9M |
| Wedge Capital Management L L P | 0.03% | Reduce -1.6% | 23,781 | $1.9M |
| Commerce Bank | 0.01% | Add +11.7% | 23,675 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.7% | 23,448 | $1.8M |
| UniSuper Management Pty Ltd | 0.02% | Add +61.9% | 23,353 | $1.8M |
| APG Asset Management N.V. | 0.00% | Add +163.6% | 24,975 | $1.8M |
| Diversified Trust Co. | 0.05% | Add +3.1% | 23,215 | $1.8M |
| HRT Financial LP | 0.01% | Reduce -93.6% | 22,987 | $1.8M |
| Lecap Asset Management Ltd. | 0.39% | Reduce -35.3% | 22,951 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +7.0% | 23,150 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -96.6% | 22,705 | $1.8M |
| STRS Ohio | 0.01% | Reduce -4.6% | 22,641 | $1.8M |
| MAI Capital Management | 0.02% | Add +0.4% | 22,545 | $1.8M |
| Nebula Research & Development LLC | 0.29% | New | 22,502 | $1.8M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.36% | Add +15.4% | 21,791 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.9% | 21,744 | $1.7M |
| QRG Capital Management, Inc. | 0.02% | Reduce -13.8% | 20,991 | $1.6M |
| Weaver C. Barksdale & Associates, Inc. | 1.56% | Reduce -1.5% | 20,918 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -56.0% | 20,127 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 20,058 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -8.4% | 19,948 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +21.4% | 19,928 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Add +7.6% | 19,430 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 19,299 | $1.5M |
| Inceptionr LLC | 0.43% | New | 19,276 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.8% | 18,831 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Add +8.4% | 18,815 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +6.6% | 18,240 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.6% | 18,473 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | No change | 18,456 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | New | 18,225 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.0% | 18,123 | $1.4M |
| Columbus Macro, LLC | 0.55% | Reduce -4.5% | 18,053 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.9% | 17,719 | $1.4M |
| Wbi Investments, LLC | 0.33% | New | 17,571 | $1.4M |
| iSAM Funds (UK) Ltd | 1.01% | New | 17,243 | $1.4M |
| GoalVest Advisory LLC | 0.43% | Reduce -3.6% | 17,064 | $1.3M |
| Greenwood Capital Associates LLC | 0.17% | Reduce -0.7% | 16,937 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | New | 16,627 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -24.0% | 16,472 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -9.4% | 16,372 | $1.3M |
| Redwood Investment Management, LLC | 0.11% | New | 17,532 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -2.5% | 16,249 | $1.3M |
| Tidal Investments LLC | 0.02% | Reduce -39.6% | 16,216 | $1.3M |
| Montag A & Associates Inc. | 0.06% | Reduce -6.1% | 16,192 | $1.3M |
| Jefferies Financial Group Inc. | 0.03% | New | 16,070 | $1.3M |
| Mirabella Financial Services LLP | 0.11% | Reduce -49.2% | 15,903 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +4.3% | 15,868 | $1.2M |
| MBB Public Markets I LLC | 0.03% | New | 15,704 | $1.2M |
| Midland Wealth Advisors, LLC | 0.07% | No change | 15,574 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 14,999 | $1.2M |
| Choreo, LLC | 0.02% | Add +77.1% | 15,097 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -5.5% | 14,980 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.3% | 14,392 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -82.8% | 14,072 | $1.1M |
| Praxis Investment Management Inc. | 0.08% | No change | 13,800 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.9% | 13,813 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +12.8% | 13,574 | $1.1M |
| Magnetar Financial LLC | 0.03% | New | 13,556 | $1.1M |
| AQR Capital Management | 0.00% | Add +80.5% | 13,451 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.0% | 13,320 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -3.8% | 12,736 | $999K |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Reduce -25.7% | 12,662 | $993K |
| Foster Group, Inc. | 0.04% | Add +1.7% | 12,622 | $990K |
| M&T Bank Corp | 0.00% | Reduce -6.1% | 12,604 | $989K |
| Securian Asset Management, Inc. | 0.03% | Reduce -4.0% | 12,399 | $973K |
| Walleye Trading LLC | 0.02% | Add +33.4% | 12,377 | $971K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.7% | 12,200 | $957K |
| M&G PLC | 0.01% | New | 12,041 | $939K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.8% | 11,713 | $919K |
| Ascent Group, LLC | 0.07% | Reduce -14.4% | 11,689 | $917K |
| Proquility Private Wealth Partners, LLC | 0.31% | Add +1.4% | 11,547 | $906K |
| Teza Capital Management LLC | 0.11% | New | 11,461 | $899K |
| Cwm, LLC | 0.00% | Add +7.3% | 11,285 | $885K |
| Hartford Funds Management Co LLC | 0.08% | Add +11.8% | 11,177 | $877K |
| South Dakota Investment Council | 0.02% | Reduce -0.1% | 11,114 | $872K |
| New Mexico Educational Retirement Board | 0.03% | No change | 11,054 | $867K |
| Modern Wealth Management, LLC | 0.06% | Add +12.9% | 11,006 | $863K |
| BBR Partners, LLC | 0.07% | No change | 11,000 | $863K |
| Park Edge Advisors, LLC | 0.26% | No change | 10,891 | $854K |
| Truist Financial Corp. | 0.00% | Reduce -15.2% | 10,817 | $849K |
| Denali Advisors LLC | 0.23% | Add +61.7% | 10,748 | $843K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.1% | 10,738 | $842K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.7% | 10,731 | $842K |
| Metis Global Partners, LLC | 0.03% | Reduce -0.3% | 10,697 | $839K |
| Martin Capital Partners, LLC | 0.34% | Reduce -2.7% | 10,690 | $839K |
| West Bancorporation Inc. | 0.62% | No change | 10,610 | $832K |
| LSV Asset Management | 0.00% | Reduce -7.8% | 10,600 | $832K |
| IFP Advisors, Inc | 0.03% | Add +43.8% | 10,424 | $818K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 10,300 | $808K |
| PSI Advisors, LLC | 0.26% | No change | 10,284 | $807K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -0.1% | 10,084 | $791K |
| Blueshift Asset Management, LLC | 0.27% | Add +248.2% | 10,063 | $789K |
| Sunbelt Securities, Inc. | 0.08% | Add +38.7% | 9,877 | $775K |
| Holderness Investments Co. | 0.18% | Reduce -0.5% | 9,855 | $773K |
| Guggenheim Capital LLC | 0.01% | Reduce -45.4% | 9,817 | $770K |
| Seven Eight Capital, LP | 0.08% | Reduce -49.8% | 9,691 | $760K |
| iA Global Asset Management Inc. | 0.01% | Add +497.5% | 9,667 | $758K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.0% | 9,630 | $755K |
| Adams Wealth Management | 0.17% | Reduce -21.6% | 9,588 | $752K |
| CacheTech Inc. | 0.17% | — | 9,588 | $752K |
| Rakuten Investment Management, Inc. | 0.00% | Add +55.9% | 9,449 | $751K |
| Obermeyer Wealth Partners | 0.04% | No change | 9,511 | $746K |
| Basepoint Wealth LLC | 0.59% | Reduce -0.3% | 9,509 | $746K |
| HighPoint Advisor Group LLC | 0.04% | Add +0.9% | 8,886 | $727K |
| Park Avenue Securities LLC | 0.01% | Reduce -9.0% | 9,223 | $724K |
| Elevated Capital Advisors, LLC | 0.20% | New | 9,185 | $721K |
| Argonautica Private Wealth Management, Inc. | 0.24% | Add +45.9% | 9,068 | $711K |
| Independent Advisor Alliance | 0.02% | Add +41.7% | 9,025 | $708K |
| LGT Group Foundation | 0.01% | New | 9,000 | $706K |
| XTX Topco Ltd | 0.06% | New | 8,943 | $702K |
| Allworth Financial LP | 0.00% | Add +1.1% | 8,160 | $691K |
| Pinion Investment Advisors, LLC | 0.34% | Add +6.9% | 8,790 | $690K |
| Rockland Trust Co. | 0.04% | Add +0.3% | 8,777 | $689K |
| Legacy Financial Group LLC | 0.13% | Add +5.1% | 8,741 | $686K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -40.5% | 8,716 | $684K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.0% | 8,671 | $680K |
| Pearl River Capital, LLC | 0.11% | New | 8,643 | $678K |
| UMB Bank, n.a. | 0.01% | Reduce -20.9% | 8,578 | $673K |
| City State Bank | 0.27% | Add +4.2% | 8,562 | $672K |
| Petrus Trust Company, LTA | 0.06% | No change | 8,411 | $660K |
| Lion Street Advisors, LLC | 0.24% | Reduce -0.3% | 8,387 | $658K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 8,319 | $653K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 8,283 | $650K |
| Sherbrooke Park Advisers LLC | 0.11% | Add +33.9% | 8,208 | $644K |
| Strategy Asset Managers LLC | 0.14% | New | 8,474 | $643K |
| Plimoth Trust Co. LLC | 0.17% | Reduce -4.9% | 8,063 | $633K |
| Fox Run Management, L.L.C. | 0.12% | Reduce -30.6% | 8,041 | $631K |
| Vinva Investment Management Ltd | 0.03% | Add +0.6% | 7,919 | $629K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +0.5% | 8,007 | $628K |
| NBT Bank, N.A. | 0.04% | New | 8,000 | $628K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -78.3% | 8,000 | $628K |
| Wolff Financial Management LLC | 0.45% | No change | 7,815 | $613K |
| Townsquare Capital LLC | 0.01% | Add +3.6% | 7,784 | $611K |
| Two Sigma Securities, LLC | 0.03% | New | 7,745 | $608K |
| Empirical Finance, LLC | 0.04% | Reduce -8.9% | 7,733 | $607K |
| Norinchukin Bank, The | 0.02% | Add +0.6% | 7,692 | $603K |
| nVerses Capital, LLC | 0.36% | New | 7,600 | $596K |
| Conning Inc. | 0.02% | Reduce -74.2% | 7,541 | $592K |
| Vivid Wealth Management, LLC | 0.33% | Add +0.0% | 7,533 | $591K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -2.6% | 7,386 | $579K |
| Scientech Research LLC | 0.12% | New | 7,374 | $578K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.7% | 7,329 | $575K |
| Steele Capital Management, Inc. | 0.03% | Reduce -2.3% | 7,319 | $574K |
| OmniStar Financial Group, Inc. | 0.52% | Reduce -1.6% | 7,263 | $570K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -0.1% | 7,210 | $566K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +31.6% | 7,202 | $565K |
| Hillsdale Investment Management Inc. | 0.04% | No change | 7,160 | $562K |
| Carret Asset Management, LLC | 0.07% | No change | 7,156 | $561K |
| Mokosak Advisory Group, LLC | 0.19% | No change | 7,151 | $561K |
| Trivium Point Advisory, LLC | 0.08% | Add +2.4% | 7,065 | $554K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -3.9% | 6,955 | $546K |
| Vident Advisory, LLC | 0.01% | Reduce -8.6% | 6,942 | $545K |
| NEOS Investment Management LLC | 0.02% | Add +40.3% | 6,936 | $544K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,889 | $540K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.4% | 6,863 | $538K |
| Greenleaf Trust | 0.01% | Add +4.0% | 6,813 | $534K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,800 | $533K |
| V-Square Quantitative Management LLC | 0.09% | Add +8.4% | 6,758 | $530K |
| Iowa State Bank | 0.12% | Reduce -15.5% | 6,737 | $529K |
| Entropy Technologies, LP | 0.06% | New | 6,674 | $524K |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.4% | 6,647 | $521K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.0% | 6,639 | $521K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -12.0% | 6,601 | $518K |
| Romano Brothers and Company | 0.07% | No change | 6,485 | $509K |
| Sompo Asset Management Co., Ltd. | 0.09% | Add +7.5% | 6,460 | $507K |
| Forum Financial Management, LP | 0.01% | Reduce -6.5% | 6,433 | $505K |
| Capital Investment Advisors, LLC | 0.01% | Add +10.8% | 6,428 | $504K |
| Qsemble Capital Management, LP | 0.09% | Reduce -65.1% | 6,366 | $499K |
| First Trust Direct Indexing L.P. | 0.03% | Add +23.3% | 6,320 | $496K |
| Hilltop National Bank | 0.16% | No change | 6,299 | $494K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.2% | 6,325 | $493K |
| Premier Path Wealth Partners, LLC | 0.08% | Reduce -1.2% | 6,286 | $493K |
| Ieq Capital, LLC | 0.01% | Add +16.6% | 6,274 | $492K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 6,256 | $491K |
| Regions Financial Corp. | 0.00% | Add +0.2% | 6,250 | $490K |
| Caprock Group, LLC | 0.02% | Add +20.3% | 6,223 | $488K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -9.0% | 6,216 | $488K |
| Impact Partnership Wealth, LLC | 0.13% | New | 6,144 | $482K |
| Hilltop Holdings Inc. | 0.06% | Add +0.2% | 6,118 | $480K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 6,112 | $479K |
| Plato Investment Management Ltd | 0.04% | No change | 5,993 | $470K |
| Gentry Private Wealth, LLC | 0.40% | — | 5,814 | $456K |
| Equitable Holdings, Inc. | 0.00% | Add +0.9% | 5,810 | $456K |
| Oak Thistle LLC | 0.34% | New | 5,792 | $454K |
| Marquette Asset Management, LLC | 0.08% | Reduce -5.9% | 5,702 | $447K |
| Syon Capital LLC | 0.04% | Add +0.9% | 5,673 | $445K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.5% | 5,599 | $439K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +2.7% | 5,575 | $437K |
| Lido Advisors, LLC | 0.00% | Add +17.6% | 5,543 | $435K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -1.4% | 5,526 | $434K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.8% | 5,504 | $432K |
| Heartland Bank & Trust Co | 0.24% | Add +4.5% | 5,496 | $431K |
| Twin Capital Management Inc. | 0.05% | Reduce -1.1% | 5,449 | $427K |
| My Legacy Advisors, LLC | 0.14% | Add +4.9% | 5,440 | $427K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -2.1% | 5,440 | $427K |
| Waldron Private Wealth LLC | 0.02% | Add +0.7% | 5,370 | $421K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.4% | 5,334 | $418K |
| Simplicity Wealth,LLC | 0.01% | Add +3.4% | 5,334 | $418K |
| Capula Management Ltd | 0.00% | New | 5,270 | $413K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.9% | 5,253 | $412K |
| Investment Management Corp of Ontario | 0.01% | Add +36.6% | 5,220 | $410K |
| Benin Management CORP | 0.12% | No change | 5,200 | $408K |
| Nicolet Bankshares Inc. | 0.08% | Reduce -5.1% | 5,143 | $403K |
| Aquatic Capital Management LLC | 0.01% | New | 5,100 | $400K |
| Csenge Advisory Group | 0.02% | Reduce -11.1% | 5,033 | $395K |
| Beacon Financial Group | 0.04% | Reduce -0.8% | 5,021 | $394K |
| Blair William & Co. | 0.00% | Add +2.2% | 5,013 | $393K |
| NorthRock Partners, LLC | 0.01% | Add +16.9% | 5,012 | $393K |
| Erste Asset Management GmbH | 0.01% | No change | 4,900 | $389K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.1% | 4,963 | $389K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.4% | 4,951 | $388K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +0.2% | 4,947 | $388K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.9% | 4,886 | $383K |
| Vestcor Inc | 0.01% | No change | 4,663 | $366K |
| MML Investors Services, LLC | 0.00% | Reduce -9.3% | 4,658 | $365K |
| Maven Securities LTD | 0.06% | New | 4,650 | $365K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,635 | $364K |
| Catalyst Funds Management Pty Ltd | 0.10% | Reduce -69.1% | 4,600 | $361K |
| Paloma Partners Management Co | 0.04% | New | 4,543 | $356K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +3.7% | 4,504 | $354K |
| Resolute Wealth Strategies, LLC | 0.20% | Add +0.3% | 4,474 | $351K |
| Arete Wealth Advisors, LLC | 0.03% | New | 4,431 | $348K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.4% | 4,405 | $346K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.8% | 4,333 | $340K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +120.7% | 4,288 | $336K |
| Ground Swell Capital, LLC | 0.32% | New | 4,241 | $333K |
| Focus Partners Wealth | 0.00% | Add +38.2% | 4,215 | $331K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,155 | $326K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -8.4% | 3,831 | $321K |
| Prudential PLC | 0.00% | No change | 4,081 | $320K |
| Capstone Investment Advisors, LLC | 0.01% | Add +27.6% | 4,045 | $317K |
| Burney Co./ | 0.01% | Reduce -16.2% | 4,043 | $317K |
| Seeds Investor LLC | 0.16% | Add +39.5% | 3,978 | $312K |
| Nilsine Partners, LLC | 0.04% | Add +7.1% | 3,974 | $312K |
| DoubleLine ETF Adviser LP | 0.08% | Reduce -3.2% | 3,966 | $311K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,600 | $311K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -76.9% | 3,887 | $305K |
| Waverly Advisors, LLC | 0.01% | Add +4.7% | 3,882 | $305K |
| Robinson Smith Wealth Advisors LLC | 0.26% | Add +0.1% | 3,824 | $300K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.3% | 3,799 | $298K |
| 9258 Wealth Management, LLC | 0.05% | Reduce -0.5% | 3,765 | $295K |
| Glaxis Capital Management, LLC | 0.51% | Reduce -74.5% | 3,733 | $293K |
| GTS Securities LLC | 0.01% | New | 3,720 | $292K |
| Sageworth Trust Co of South Dakota | 0.43% | Reduce -1.6% | 3,697 | $290K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,696 | $290K |
| Relative Value Partners Group, LLC | 0.04% | New | 3,632 | $285K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -2.2% | 3,632 | $285K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -8.5% | 3,607 | $283K |
| Iron Horse Wealth Management, LLC | 0.11% | No change | 3,599 | $282K |
| Renaissance Group LLC | 0.01% | Add +2.8% | 3,581 | $281K |
| GAMMA Investing LLC | 0.04% | Add +83.9% | 3,572 | $280K |
| Empowered Funds, LLC | 0.00% | Add +12.1% | 3,560 | $279K |
| HBK Sorce Advisory LLC | 0.01% | Add +2.8% | 3,560 | $279K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.4% | 3,534 | $277K |
| Keybank National Association | 0.00% | Add +1.3% | 3,531 | $277K |
| Ellevest, Inc. | 0.02% | Reduce -29.6% | 3,503 | $275K |
| MQS Management LLC | 0.16% | New | 3,436 | $270K |
| Oldfather Financial Services, LLC | 0.11% | New | 3,414 | $268K |
| Raymond James Trust N.A. | 0.01% | Add +1.2% | 3,397 | $266K |
| Mgo One Seven LLC | 0.01% | Add +28.6% | 3,395 | $266K |
| Symmetry Partners, LLC | 0.01% | No change | 3,395 | $266K |
| Brooklyn Investment Group | 0.11% | No change | 3,070 | $264K |
| LVW Advisors, LLC | 0.04% | New | 3,336 | $262K |
| Paragon Capital Management Ltd | 0.05% | New | 3,333 | $261K |
| Belpointe Asset Management LLC | 0.02% | Add +5.1% | 3,332 | $261K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | No change | 3,332 | $261K |
| Transamerica Financial Advisors, LLC | 0.03% | No change | 3,275 | $257K |
| First Citizens Financial Corp | 0.15% | No change | 3,261 | $256K |
| Centennial Wealth Advisory LLC | 0.11% | Reduce -20.6% | 3,228 | $253K |
| Rothschild Investment LLC | 0.02% | Reduce -4.0% | 3,192 | $250K |
| CENTRAL TRUST Co | 0.01% | No change | 3,179 | $249K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.5% | 3,081 | $249K |
| Chesley Taft & Associates LLC | 0.01% | Add +0.1% | 3,159 | $248K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -67.2% | 3,145 | $247K |
| Profund Advisors LLC | 0.01% | Reduce -3.9% | 3,137 | $246K |
| Horizon Investments, LLC | 0.01% | Reduce -0.4% | 3,133 | $246K |
| Nomura Holdings Inc. | 0.00% | New | 3,120 | $245K |
| SageView Advisory Group, LLC | 0.02% | New | 3,102 | $243K |
| Pitcairn Co. | 0.01% | Add +5.0% | 3,096 | $243K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,083 | $242K |
| Laurion Capital Management LP | 0.01% | Reduce -62.3% | 3,077 | $241K |
| Jackson, Grant Investment Advisers, Inc. | 0.10% | No change | 3,071 | $241K |
| HB Wealth Management, LLC | 0.00% | Add +9.0% | 3,044 | $239K |
| Wedmont Private Capital | 0.01% | Add +9.9% | 2,776 | $236K |
| Security National Bank of So Dak | 0.14% | No change | 3,000 | $235K |
| Glassy Mountain Advisors, Inc. | 0.09% | No change | 3,000 | $235K |
| Sciencast Management LP | 0.08% | Reduce -62.9% | 3,000 | $235K |
| Shepherd Financial Partners LLC | 0.03% | Add +12.9% | 3,000 | $235K |
| Brown Advisory Inc. | 0.00% | New | 2,994 | $235K |
| Longfellow Investment Management Co. LLC | 0.06% | Add +0.7% | 2,980 | $234K |
| International Private Wealth Advisors LLC | 0.39% | Reduce -24.8% | 2,935 | $230K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 2,908 | $228K |
| Ballentine Partners, LLC | 0.00% | Add +5.0% | 2,906 | $228K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.3% | 2,884 | $226K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.7% | 2,864 | $225K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 2,835 | $222K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 2,835 | $222K |
| Brighton Jones LLC | 0.01% | Add +1.5% | 2,822 | $221K |
| Prossimo Advisors, LLC | 0.20% | Add +0.7% | 2,803 | $220K |
| SVB Wealth LLC | 0.01% | Reduce -23.0% | 2,801 | $220K |
| Security National Bank | 0.03% | No change | 2,795 | $219K |
| Brown Brothers Harriman & Co. | 0.00% | Add +964.1% | 2,788 | $219K |
| Kinloch Capital, LLC | 0.11% | Add +5.9% | 2,785 | $218K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 2,781 | $218K |
| Park National Corp. | 0.01% | No change | 2,780 | $218K |
| Meeder Advisory Services, Inc. | 0.02% | New | 2,772 | $218K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -4.1% | 2,753 | $216K |
| Virtu Financial LLC | 0.01% | New | 2,723 | $214K |
| Geller Advisors LLC | 0.02% | Add +7.4% | 2,702 | $212K |
| Advisory Services Network, LLC | 0.00% | Reduce -2.1% | 2,700 | $212K |
| Whittier Trust Co. | 0.00% | Add +7.4% | 2,685 | $211K |
| Trust Asset Management LLC | 0.02% | No change | 2,678 | $210K |
| Westmount Partners, LLC | 0.07% | No change | 2,687 | $210K |
| Graypoint LLC | 0.01% | Add +5.6% | 2,654 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.8% | 2,651 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,638 | $207K |
| Essex Financial Services, Inc. | 0.02% | New | 2,756 | $205K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.7% | 2,586 | $203K |
| Mather Group, Llc. | 0.00% | Add +10.9% | 2,348 | $203K |
| Sageworth Trust Co | 0.01% | No change | 2,577 | $202K |
| Atria Investments, Inc | 0.00% | New | 2,571 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.2% | 2,554 | $200K |
| Leavell Investment Management, Inc. | 0.01% | Add +4.0% | 2,555 | $200K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +13.4% | 2,494 | $196K |
| Huntington National Bank | 0.00% | Add +0.8% | 2,490 | $195K |
| Tsfg, LLC | 0.05% | No change | 2,479 | $194K |
| Balefire, LLC | 0.07% | No change | 2,462 | $193K |
| West Financial Advisors, LLC | 0.04% | Reduce -1.3% | 2,431 | $191K |
| EntryPoint Capital, LLC | 0.08% | New | 2,199 | $173K |
| Assetmark, Inc. | 0.00% | Add +6.4% | 2,185 | $171K |
| Quadrant Capital Group LLC | 0.01% | Add +11.3% | 2,153 | $169K |
| Continuum Advisory, LLC | 0.02% | Reduce -7.5% | 2,112 | $166K |
| Principal Securities, Inc. | 0.00% | Add +45.4% | 2,100 | $165K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 2,028 | $159K |
| Parallel Advisors, LLC | 0.00% | Add +17.5% | 2,025 | $159K |
| International Assets Investment Management, LLC | 0.01% | New | 1,975 | $155K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 1,886 | $148K |
| Jones Financial Companies LLLP | 0.00% | Add +301.3% | 1,854 | $145K |
| Silvant Capital Management LLC | 0.01% | No change | 1,747 | $137K |
| GeoWealth Management, LLC | 0.01% | Reduce -27.6% | 1,725 | $135K |
| Blue Trust, Inc. | 0.00% | Add +214.6% | 1,554 | $134K |
| Bokf, NA | 0.00% | Reduce -2.9% | 1,699 | $133K |
| Gradient Investments LLC | 0.00% | Add +158.8% | 1,610 | $126K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.2% | 1,579 | $124K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,554 | $122K |
| JNBA Financial Advisors | 0.01% | No change | 1,532 | $120K |
| Legacy Bridge, LLC | 0.07% | Reduce -51.7% | 1,520 | $119K |
| Nemes Rush Group LLC | 0.02% | No change | 1,504 | $118K |
| Abich Financial Wealth Management LLC | 0.08% | New | 1,464 | $115K |
| Capital Analysts, LLC | 0.01% | Add +4.6% | 1,445 | $113K |
| Richardson Financial Services Inc. | 0.08% | Reduce -9.5% | 1,430 | $112K |
| Hills Bank & Trust Co | 0.01% | No change | 1,402 | $110K |
| Global Retirement Partners, LLC | 0.00% | Add +8.3% | 1,401 | $110K |
| Laffer Tengler Investments, Inc. | 0.03% | No change | 1,392 | $109K |
| TCTC Holdings, LLC | 0.00% | No change | 1,380 | $108K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.8% | 1,360 | $107K |
| Manchester Capital Management LLC | 0.01% | Add +25.4% | 1,315 | $103K |
| Quent Capital, LLC | 0.01% | Add +0.3% | 1,281 | $100K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,249 | $98K |
| Clarity Asset Management, Inc. | 0.07% | Add +0.3% | 1,217 | $95K |
| Quarry LP | 0.04% | New | 1,157 | $91K |
| CoreCap Advisors, LLC | 0.01% | No change | 1,102 | $86K |
| Andra AP-fonden | 0.00% | Reduce -94.7% | 1,100 | $86K |
| Olistico Wealth, LLC | 0.05% | New | 1,097 | $86K |
| Smartleaf Asset Management LLC | 0.01% | Add +28.6% | 1,074 | $85K |
| Deseret Mutual Benefit Administrators | 0.04% | No change | 1,085 | $85K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $83K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +298.9% | 1,037 | $81K |
| Westpac Banking Corp. | 0.01% | Reduce -44.6% | 1,029 | $81K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,010 | $79K |
| Bfsg, LLC | 0.01% | Add +4.7% | 1,003 | $79K |
| Pingora Partners LLC | 0.06% | Reduce -13.0% | 1,000 | $78K |
| Venturi Wealth Management, LLC | 0.00% | Add +47.6% | 989 | $78K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +18.2% | 930 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 951 | $75K |
| Avior Wealth Management, LLC | 0.00% | Reduce -5.5% | 942 | $74K |
| CVA Family Office, LLC | 0.01% | Add +0.7% | 931 | $73K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.3% | 903 | $71K |
| Geneos Wealth Management Inc. | 0.00% | No change | 893 | $70K |
| TFC Financial Management, Inc. | 0.01% | Add +2475.8% | 850 | $67K |
| First Community Trust NA | 0.05% | No change | 817 | $64K |
| Johnson Financial Group, Inc. | 0.00% | No change | 804 | $63K |
| ORG Partners LLC | 0.01% | Add +334.8% | 787 | $62K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -27.7% | 782 | $61K |
| Valley National Advisers Inc. | 0.01% | Add +1.9% | 786 | $61K |
| Stephens Consulting, LLC | 0.02% | No change | 725 | $57K |
| City Holding Co. | 0.01% | Add +8.4% | 708 | $56K |
| Godsey & Gibb, Inc. | 0.01% | No change | 700 | $55K |
| RE Dickinson Investment Advisors, LLC | 0.03% | Add +0.9% | 697 | $55K |
| WFA Asset Management Corp | 0.03% | Add +0.6% | 688 | $54K |
| Arax Advisory Partners | 0.01% | Add +151.2% | 658 | $52K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +18.3% | 646 | $51K |
| WR Wealth Planners, LLC | 0.02% | Add +2.7% | 643 | $50K |
| First Command Advisory Services, Inc. | 0.00% | No change | 628 | $49K |
| MCF Advisors LLC | 0.00% | Add +55.6% | 613 | $48K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 606 | $48K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.2% | 592 | $46K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 583 | $46K |
| Sit Investment Associates Inc. | 0.00% | No change | 575 | $45K |
| Clean Yield Group | 0.02% | No change | 559 | $44K |
| Innealta Capital, LLC | 0.01% | New | 549 | $43K |
| Stilwell Value LLC | 0.03% | No change | 547 | $43K |
| Hexagon Capital Partners LLC | 0.01% | Add +3.6% | 524 | $41K |
| Clearstead Advisors, LLC | 0.00% | Reduce -27.3% | 523 | $41K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 528 | $41K |
| Anchor Investment Management, LLC | 0.00% | No change | 514 | $40K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -78.7% | 506 | $40K |
| Global Financial Private Client, LLC | 0.02% | No change | 500 | $39K |
| PrairieView Partners, LLC | 0.00% | No change | 499 | $39K |
| Motco | 0.00% | No change | 494 | $39K |
| Cromwell Holdings LLC | 0.02% | — | 490 | $38K |
| St Germain D J Co. Inc. | 0.00% | No change | 489 | $38K |
| Asset Dedication, LLC | 0.00% | Add +6.4% | 482 | $38K |
| Private Ocean, LLC | 0.00% | Reduce -13.9% | 477 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +18.8% | 468 | $37K |
| Fortis Group Advisors, LLC | 0.01% | No change | 458 | $36K |
| Bell Investment Advisors, Inc | 0.01% | No change | 449 | $35K |
| Paladin Advisory Group, LLC | 0.03% | No change | 449 | $35K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +9.9% | 444 | $35K |
| Leonteq Securities AG | 0.00% | No change | 436 | $34K |
| Family Firm, Inc. | 0.01% | New | 419 | $33K |
| NFSG Corp | 0.01% | No change | 418 | $33K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 416 | $33K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 415 | $33K |
| Planning Capital Management Corp | 0.02% | No change | 396 | $31K |
| Riverview Trust Co | 0.03% | No change | 396 | $31K |
| Miller Wealth Advisors, LLC | 0.02% | No change | 396 | $31K |
| Spire Wealth Management | 0.00% | Add +1.3% | 381 | $30K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 372 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 365 | $29K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 364 | $29K |
| TD Private Client Wealth LLC | 0.00% | Add +13.0% | 356 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | Add +50.9% | 341 | $27K |
| Concord Wealth Partners | 0.00% | Reduce -89.3% | 337 | $26K |
| EdgeRock Capital LLC | 0.02% | New | 325 | $26K |
| Lindbrook Capital, LLC | 0.00% | Add +116.9% | 321 | $25K |
| Providence Capital Advisors, LLC | 0.01% | No change | 320 | $25K |
| Financial Perspectives, Inc | 0.01% | No change | 314 | $25K |
| HighMark Wealth Management LLC | 0.01% | No change | 310 | $24K |
| Fortitude Family Office, LLC | 0.01% | No change | 304 | $24K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 300 | $24K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $24K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -56.2% | 296 | $23K |
| Halpern Financial, Inc. | 0.01% | No change | 296 | $23K |
| First Pacific Financial | 0.01% | No change | 295 | $23K |
| Advantage Trust Co | 0.02% | No change | 293 | $23K |
| Larson Financial Group LLC | 0.00% | Add +1971.4% | 290 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.1% | 288 | $23K |
| North Star Investment Management Corp. | 0.00% | No change | 277 | $22K |
| Hoertkorn Richard Charles | 0.01% | No change | 272 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 264 | $21K |
| Versant Capital Management, Inc | 0.01% | Add +471.1% | 257 | $20K |
| Private Trust Co. NA | 0.00% | No change | 250 | $20K |
| Caldwell Trust Co | 0.00% | No change | 235 | $18K |
| Colonial Trust Co / SC | 0.00% | Reduce -55.6% | 229 | $18K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 225 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 221 | $17K |
| Key Financial Inc | 0.00% | No change | 219 | $17K |
| Beacon Capital Management, LLC | 0.00% | Add +36.5% | 217 | $17K |
| Covestor Ltd | 0.01% | Reduce -82.8% | 214 | $17K |
| MV Capital Management, Inc. | 0.00% | Reduce -77.9% | 215 | $17K |
| SRH Advisors, LLC | 0.01% | No change | 211 | $17K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 189 | $15K |
| Cultivar Capital, Inc. | 0.01% | New | 196 | $15K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 195 | $15K |
| Union Savings Bank | 0.01% | No change | 195 | $15K |
| Smithfield Trust Co | 0.00% | No change | 190 | $15K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 172 | $15K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 180 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 190 | $14K |
| Great Lakes Retirement, Inc. | 0.00% | New | 176 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Add +28.9% | 174 | $14K |
| Investors Research Corp | 0.00% | No change | 173 | $14K |
| Hobbs Group Advisors, LLC | 0.01% | — | 172 | $13K |
| Private Wealth Management Group, LLC | 0.01% | No change | 161 | $13K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -4.8% | 157 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 146 | $11K |
| GW&K Investment Management, LLC | 0.00% | Add +11.5% | 136 | $11K |
| New Millennium Group LLC | 0.01% | New | 136 | $11K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 131 | $10K |
| Exchange Traded Concepts, LLC | 0.00% | Add +20.4% | 130 | $10K |
| Sachetta, LLC | 0.00% | Add +6.1% | 122 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 123 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 122 | $10K |
| Painted Porch Advisors LLC | 0.01% | New | 119 | $9K |
| Mendota Financial Group, LLC | 0.01% | No change | 118 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 117 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 103 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 112 | $9K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 110 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $9K |
| Peoples Bank | 0.01% | No change | 110 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 109 | $9K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -78.2% | 109 | $9K |
| Bray Capital Advisors | 0.00% | No change | 101 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 100 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $8K |
| Atwood & Palmer Inc. | 0.00% | No change | 100 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.2% | 105 | $8K |
| Ancora Advisors LLC | 0.00% | Reduce -87.5% | 90 | $7K |
| Westend Capital Management, LLC | 0.00% | No change | 80 | $6K |
| Eagle Bay Advisors LLC | 0.00% | No change | 78 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 78 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 76 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 71 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 66 | $5K |
| Globeflex Capital L P | 0.00% | No change | 63 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 61 | $5K |
| SouthState Bank Corp | 0.00% | New | 57 | $4K |
| Unique Wealth Strategies, LLC | 0.00% | New | 51 | $4K |
| Davis Capital Management | 0.00% | No change | 46 | $4K |
| Archer Investment Corp | 0.00% | No change | 44 | $3K |
| Abound Wealth Management | 0.00% | No change | 41 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $3K |
| Sandy Spring Bank | 0.00% | New | 38 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 35 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 34 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +17.2% | 34 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 34 | $3K |
| LRI Investments, LLC | 0.00% | No change | 26 | $2K |
| Lazard Asset Management LLC | 0.00% | Reduce -18.6% | 35 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 23 | $2K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 23 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 20 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | New | 20 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 19 | $1K |
| Aspect Partners, LLC | 0.00% | Add +54.5% | 17 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Horizon Financial Services, LLC | 0.00% | No change | 14 | $1K |
| Avion Wealth | 0.00% | No change | 14 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 18 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +233.3% | 10 | $785 |
| Group One Trading LLC | 0.00% | Reduce -99.5% | 10 | $785 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 8 | $628 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 8 | $628 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -42.9% | 8 | $628 |
| Strategic Financial Concepts, LLC | 0.00% | New | 40,250 | $492 |
| Nvwm, LLC | 0.00% | No change | 5 | $392 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 5 | $390 |
| Opal Wealth Advisors, LLC | 0.00% | New | 3 | $236 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $87 |
| Salem Investment Counselors Inc. | 0.00% | Reduce -99.5% | 1 | $79 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $78 |
| RFP Financial Group LLC | 0.00% | Reduce -50.0% | 1 | $78 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -80.4% | 156 | $63 |
| Y.D. More Investments Ltd | 0.00% | New | 117 | $24 |
"% of holder's portfolio" is PFG's weight in each manager's 13F, not the share of Principal Financial Group the manager owns.