Raymond James FinancialRJF
13F holders, Q3 2024 (September 30)765holders +17
65new positions
52sold out
9famous investors
$122.45avg. 13F price*
At the end of Q3 2024, 765 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 17 from Q2 2024. 65 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.7B) and Wellington Management Group LLP ($1.5B). 9 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Raymond James Financial Inc.
- Sector
- Finance
- CUSIP
- 754730109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $135.9M |
| Exits | 52 | $56.6M |
All 13F filers, Q2 2024 → Q3 2024: 9,871,355 shares bought and 8,051,029 shares sold, net +1,820,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.0% | 21,932,181 | $2.7B |
| BlackRock, Inc. | 0.04% | — | 13,628,450 | $1.7B |
| Wellington Management Group LLP | 0.26% | Add +31.4% | 12,114,502 | $1.5B |
| Primecap Management Co. | 1.08% | Reduce -0.9% | 11,976,412 | $1.5B |
| State Street Corp. | 0.04% | Add +0.7% | 7,974,740 | $976.6M |
| FMR LLC | 0.05% | Reduce -2.2% | 6,384,748 | $781.9M |
| JPMorgan Chase & Co. | 0.04% | Add +12.0% | 4,544,610 | $556.5M |
| Geode Capital Management, LLC | 0.04% | Add +0.3% | 4,351,684 | $531.0M |
| T. Rowe Price Investment Management, Inc. | 0.30% | Add +6.4% | 4,130,696 | $505.8M |
| Agf Management Ltd. | 1.63% | Add +1.2% | 2,611,163 | $319.8M |
| Bank of America Corp. | 0.03% | Add +13.1% | 2,584,173 | $316.5M |
| Earnest Partners LLC | 1.34% | Add +0.2% | 2,509,471 | $307.3M |
| Norges Bank | 0.04% | Add +3.3% | 2,354,876 | $288.4M |
| Invesco Ltd. | 0.05% | Add +9.3% | 2,242,402 | $274.6M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -2.7% | 2,156,439 | $264.1M |
| Dimensional Fund Advisors LP | 0.06% | Add +2.0% | 2,064,787 | $252.9M |
| Morgan Stanley | 0.02% | Add +6.0% | 1,841,797 | $225.5M |
| Northern Trust Corp. | 0.04% | Reduce -5.0% | 1,779,479 | $217.9M |
| First Trust Advisors LP | 0.19% | Add +13.2% | 1,649,656 | $202.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +2.0% | 1,520,528 | $186.2M |
| Mercer Global Advisors Inc. | 0.38% | Reduce -1.7% | 1,317,669 | $162.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.2% | 1,304,479 | $159.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -6.9% | 1,293,063 | $158.3M |
| Legal & General Group Plc | 0.04% | Add +0.6% | 1,254,102 | $153.6M |
| Harfst & Associates, Inc. | 31.01% | Reduce 0.0% | 1,127,429 | $138.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.0% | 1,120,017 | $137.2M |
| Sterling Capital Management LLC | 1.72% | — | 1,082,056 | $132.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.7% | 1,064,349 | $130.3M |
| Congress Asset Management Co. | 0.81% | Add +8.7% | 975,601 | $119.5M |
| Sei Investments Co. | 0.14% | Reduce -1.0% | 893,779 | $109.5M |
| Barclays PLC | 0.05% | Add +33.5% | 847,108 | $103.7M |
| UBS Group AG | 0.03% | Add +4.6% | 807,651 | $98.9M |
| Amundi | 0.04% | Add +17.1% | 777,184 | $97.1M |
| Ceredex Value Advisors LLC | 1.73% | Add +191.3% | 722,393 | $88.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.6% | 715,215 | $87.6M |
| Principal Financial Group Inc. | 0.04% | Add +7.5% | 626,866 | $76.8M |
| Franklin Resources Inc. | 0.02% | Add +1.6% | 568,070 | $73.9M |
| Deutsche Bank AG | 0.03% | Add +6.6% | 596,063 | $73.0M |
| HSBC Holdings PLC | 0.04% | Add +10.7% | 565,136 | $69.1M |
| Millennium Management | 0.06% | Add +3390.6% | 545,718 | $66.8M |
| Premier Fund Managers Ltd | 2.29% | No change | 526,000 | $64.4M |
| Baird Financial Group, Inc. | 0.12% | Add +18.4% | 512,721 | $62.8M |
| Palisade Capital Management, LP | 1.82% | Reduce -5.7% | 496,560 | $60.8M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.90% | Add +34.4% | 493,729 | $60.5M |
| Wells Fargo & Company | 0.01% | Reduce -5.5% | 489,432 | $59.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.5% | 473,140 | $57.9M |
| APG Asset Management N.V. | 0.38% | Reduce -72.0% | 524,287 | $57.5M |
| Truist Financial Corp. | 0.09% | Reduce -65.9% | 457,285 | $56.0M |
| Fisher Asset Management | 0.02% | Add +1.8% | 448,476 | $54.9M |
| D. E. Shaw & Co. | 0.07% | Add +5630.9% | 423,856 | $51.9M |
| TD Asset Management Inc | 0.04% | Add +7.5% | 413,150 | $50.6M |
| KBC Group NV | 0.15% | Add +28.2% | 412,951 | $50.6M |
| Silvercrest Asset Management Group LLC | 0.34% | Reduce -2.4% | 409,346 | $50.1M |
| BNP Paribas Financial Markets | 0.05% | Add +40.3% | 384,823 | $47.1M |
| Marshall Wace, LLP | 0.06% | Reduce -61.9% | 373,612 | $45.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.2% | 363,899 | $44.6M |
| New York State Common Retirement Fund | 0.06% | Reduce -31.9% | 361,738 | $44.3M |
| Rhumbline Advisers | 0.04% | Reduce -10.6% | 342,103 | $41.9M |
| California Public Employees Retirement System | 0.03% | Reduce -0.3% | 331,909 | $40.6M |
| Raymond James & Associates | 0.02% | Reduce -0.1% | 302,509 | $37.0M |
| Davis Asset Management, L.P. | 1.47% | No change | 300,000 | $36.7M |
| Iat Reinsurance Co. LTD. | 9.17% | No change | 298,125 | $36.5M |
| National Pension Service | 0.03% | Add +2.2% | 292,577 | $35.8M |
| Prudential Financial Inc. | 0.05% | Reduce -14.3% | 288,683 | $35.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.99% | Add +1.1% | 284,168 | $34.8M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 280,047 | $34.3M |
| Two Sigma Advisers, LP | 0.08% | New | 278,500 | $34.1M |
| Schroder Investment Management Group | 0.03% | Add +49.7% | 277,009 | $33.9M |
| Bank of Montreal | 0.02% | Add +3.5% | 275,189 | $33.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +2.3% | 266,698 | $32.7M |
| California State Teachers Retirement System | 0.04% | Reduce -4.6% | 263,781 | $32.3M |
| Citadel Advisors | 0.03% | Add +871.5% | 248,213 | $30.4M |
| Royal Bank of Canada | 0.01% | Reduce -17.7% | 246,324 | $30.2M |
| Natixis Advisors, LLC | 0.06% | Add +1.4% | 239,131 | $29.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -1.2% | 239,014 | $29.3M |
| Clearbridge Investments, LLC | 0.02% | Reduce -7.1% | 237,131 | $29.0M |
| Worldquant Millennium Advisors LLC | 0.21% | New | 236,693 | $29.0M |
| Voloridge Investment Management, LLC | 0.10% | Add +588.8% | 220,182 | $27.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.7% | 210,919 | $25.8M |
| New York State Teachers Retirement System | 0.05% | Reduce -6.4% | 210,144 | $25.7M |
| Two Sigma Investments, LP | 0.06% | Add +1520.7% | 207,242 | $25.4M |
| Pinnacle Associates Ltd. | 0.43% | Add +2.1% | 226,342 | $25.2M |
| Raymond James Trust N.A. | 0.54% | Add +0.2% | 202,699 | $24.8M |
| AQR Capital Management | 0.03% | Add +18.2% | 199,288 | $24.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -0.8% | 196,072 | $24.0M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -5.6% | 195,506 | $23.9M |
| Renaissance Technologies | 0.04% | New | 193,037 | $23.6M |
| Russell Investments Group, Ltd. | 0.03% | Add +3.7% | 191,420 | $23.4M |
| Nicholas Company, Inc. | 0.36% | Reduce -9.3% | 179,587 | $22.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -2.4% | 174,750 | $21.4M |
| Korea Investment CORP | 0.05% | Add +6.3% | 161,716 | $19.8M |
| FIL Ltd | 0.02% | Reduce -6.0% | 158,284 | $19.4M |
| Avity Investment Management Inc. | 1.45% | Reduce -6.1% | 151,779 | $18.6M |
| PhiloSmith Capital Corp | 4.69% | No change | 151,500 | $18.6M |
| Royal London Asset Management Ltd. | 0.04% | No change | 129,326 | $15.8M |
| Citigroup Inc. | 0.01% | Reduce -5.5% | 128,689 | $15.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.2% | 127,822 | $15.7M |
| American Century Companies Inc. | 0.01% | Add +4.8% | 124,714 | $15.3M |
| Brandywine Global Investment Management, LLC | 0.10% | Add +4.5% | 116,213 | $15.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +0.4% | 123,098 | $15.1M |
| Aviva PLC | 0.04% | Add +345.7% | 121,456 | $14.9M |
| Victory Capital Management Inc. | 0.01% | Add +0.3% | 120,822 | $14.8M |
| State of Wisconsin Investment Board | 0.04% | Add +4.8% | 119,239 | $14.6M |
| CW Advisors, LLC | 0.19% | Add +0.4% | 118,991 | $14.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.6% | 116,722 | $14.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +4.0% | 115,935 | $14.2M |
| Pictet Asset Management Holding SA | 0.02% | Add +5.3% | 113,279 | $13.9M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -11.6% | 112,409 | $13.8M |
| Squarepoint Ops LLC | 0.04% | Add +2077.8% | 110,090 | $13.5M |
| Man Group plc | 0.04% | Add +138.3% | 108,329 | $13.3M |
| Geneva Capital Management LLC | 0.22% | Reduce -3.5% | 108,287 | $13.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.0% | 106,391 | $13.0M |
| Basswood Capital Management, L.L.C. | 0.65% | Reduce -33.5% | 102,367 | $12.5M |
| Danske Bank A/S | 0.04% | Add +2.1% | 99,695 | $12.2M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -2.4% | 99,381 | $12.2M |
| Stifel Financial Corp. | 0.01% | Reduce -8.5% | 99,062 | $12.1M |
| Illinois Municipal Retirement Fund | 0.17% | Reduce -11.3% | 98,629 | $12.1M |
| National Bank of Canada | 0.02% | Add +78.3% | 97,347 | $11.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -21.0% | 96,275 | $11.8M |
| Capital Wealth Planning, LLC | 0.11% | No change | 94,260 | $11.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -4.3% | 92,948 | $11.4M |
| Nisa Investment Advisors, LLC | 0.07% | Add +5.8% | 92,822 | $11.4M |
| Point72 Asset Management | 0.04% | New | 90,835 | $11.1M |
| Hantz Financial Services, Inc. | 0.19% | Reduce -1.8% | 87,517 | $10.7M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -5.0% | 87,446 | $10.7M |
| LPL Financial LLC | 0.00% | Add +10.2% | 86,786 | $10.6M |
| Bragg Financial Advisors, Inc | 0.43% | Add +4.5% | 84,436 | $10.3M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.4% | 82,628 | $10.1M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -2.4% | 76,400 | $9.4M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.8% | 75,249 | $9.2M |
| CWA Asset Management Group, LLC | 0.49% | — | 75,069 | $9.2M |
| US Bancorp \de | 0.01% | Add +1.9% | 72,947 | $8.9M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -2.1% | 71,252 | $8.7M |
| State of Tennessee, Department of Treasury | 0.03% | Add +12.2% | 70,526 | $8.6M |
| Nemes Rush Group LLC | 1.21% | Reduce -0.3% | 64,648 | $8.3M |
| Wilmington Savings Fund Society, FSB | 0.15% | Add +1.5% | 67,439 | $8.3M |
| Toronto Dominion Bank | 0.01% | Reduce -28.5% | 66,539 | $8.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +74.4% | 66,394 | $8.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -1.2% | 66,103 | $8.1M |
| Peterson Wealth Services | 2.58% | Add +3.2% | 65,972 | $8.1M |
| Burney Co./ | 0.28% | Reduce -3.8% | 64,729 | $7.9M |
| Palmer Knight Co | 3.47% | Reduce -0.4% | 64,457 | $7.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +1.0% | 64,320 | $7.9M |
| Am Investment Strategies LLC | 1.91% | No change | 64,063 | $7.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +3.4% | 62,902 | $7.7M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -4.2% | 62,840 | $7.7M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -2.2% | 61,728 | $7.6M |
| Allianz Asset Management GmbH | 0.01% | Add +14.6% | 60,278 | $7.4M |
| Private Capital Management, LLC | 0.80% | Reduce -5.4% | 59,885 | $7.3M |
| Handelsbanken Fonder AB | 0.03% | Add +5.9% | 59,620 | $7.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.6% | 57,958 | $7.1M |
| Voya Investment Management LLC | 0.01% | Reduce -93.7% | 57,764 | $7.1M |
| Andra AP-fonden | 0.10% | Add +41.8% | 57,000 | $7.0M |
| Arizona State Retirement System | 0.04% | Add +3.4% | 56,416 | $6.9M |
| Aberdeen Group plc | 0.01% | Add +28.6% | 54,743 | $6.7M |
| Greenfield Seitz Capital Management, LLC | 2.41% | Reduce -1.5% | 53,662 | $6.6M |
| Bokf, NA | 0.12% | Reduce -3.4% | 52,557 | $6.6M |
| DAVENPORT & Co LLC | 0.04% | Add +12.9% | 53,462 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 52,616 | $6.4M |
| ProShare Advisors LLC | 0.02% | Reduce -3.2% | 50,918 | $6.2M |
| State of Michigan Retirement System | 0.03% | Reduce -1.2% | 50,444 | $6.2M |
| USS Investment Management Ltd | 0.05% | Add +0.1% | 50,091 | $6.1M |
| Callodine Capital Management, LP | 1.29% | Add +25.0% | 50,000 | $6.1M |
| Citizens Financial Group Inc. | 0.12% | Reduce -2.0% | 49,532 | $6.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.1% | 48,258 | $5.9M |
| Cahaba Wealth Management, Inc. | 0.47% | No change | 46,254 | $5.7M |
| Corebridge Financial, Inc. | 0.03% | Reduce -3.4% | 46,048 | $5.6M |
| Los Angeles Capital Management LLC | 0.02% | Add +86.1% | 44,380 | $5.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 43,736 | $5.4M |
| Fifth Third Bancorp | 0.02% | Reduce -0.2% | 43,076 | $5.3M |
| New England Professional Planning Group Inc. | 2.60% | Add +0.4% | 42,958 | $5.3M |
| Buckhead Capital Management LLC | 1.65% | Add +25.7% | 42,504 | $5.2M |
| Fiera Capital Corp | 0.02% | Reduce -90.8% | 41,805 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.9% | 40,766 | $5.0M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -2.4% | 40,741 | $5.0M |
| Stephens Consulting, LLC | 1.28% | Add +0.0% | 40,650 | $5.0M |
| IFM Investors Pty Ltd | 0.05% | Reduce -1.8% | 40,548 | $5.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.5% | 40,349 | $4.9M |
| Westfield Capital Management Co. LP | 0.02% | No change | 40,095 | $4.9M |
| LMG Wealth Partners, LLC | 1.12% | Reduce -0.3% | 39,781 | $4.9M |
| Captrust Financial Advisors | 0.01% | Reduce -1.9% | 39,682 | $4.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +11.5% | 39,383 | $4.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | — | 39,039 | $4.8M |
| Ancora Advisors LLC | 0.11% | No change | 38,524 | $4.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +0.1% | 38,488 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.6% | 38,359 | $4.7M |
| Czech National Bank | 0.05% | Add +6.2% | 37,757 | $4.6M |
| Creative Planning | 0.00% | Reduce -0.5% | 37,583 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -3.9% | 36,621 | $4.5M |
| Cibc World Markets Corp. | 0.03% | Add +0.3% | 36,562 | $4.5M |
| Vident Advisory, LLC | 0.11% | Add +330.8% | 36,216 | $4.4M |
| Forsta Ap-Fonden | 0.03% | Add +17.0% | 35,800 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.9% | 35,677 | $4.4M |
| NBW Capital LLC | 0.82% | Add +5.5% | 35,606 | $4.4M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -4.1% | 35,380 | $4.3M |
| DNB Asset Management AS | 0.02% | Add +6.1% | 34,885 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.8% | 34,846 | $4.3M |
| Hilltop Holdings Inc. | 0.28% | New | 34,554 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +9.4% | 25,549 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -97.4% | 34,411 | $4.2M |
| Logan Capital Management Inc. | 0.17% | Reduce -32.9% | 33,909 | $4.2M |
| Siemens Fonds Invest GmbH | 0.33% | Add +0.9% | 33,795 | $4.1M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -9.2% | 33,882 | $4.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -13.6% | 32,855 | $4.0M |
| Comerica Bank | 0.02% | Reduce -4.0% | 32,806 | $4.0M |
| Public Sector Pension Investment Board | 0.02% | Add +2.5% | 32,498 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -34.8% | 32,354 | $4.0M |
| Cardinal Capital Management | 0.61% | Add +2.9% | 32,106 | $3.9M |
| Atria Investments, Inc | 0.05% | Add +3.5% | 31,482 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.0% | 31,402 | $3.8M |
| Tredje AP-fonden | 0.03% | No change | 31,342 | $3.8M |
| Utah Retirement Systems | 0.04% | Add +0.3% | 31,246 | $3.8M |
| Stuart Investment Advisors, Inc. | 2.08% | No change | 30,150 | $3.7M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -1.4% | 30,085 | $3.7M |
| Banque Cantonale Vaudoise | 0.15% | New | 29,080 | $3.6M |
| Cullen Investment Group, LTD. | 0.53% | Reduce -0.7% | 28,842 | $3.5M |
| Access Investment Management LLC | 1.08% | Add +0.2% | 28,831 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +3.3% | 28,820 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -19.6% | 28,575 | $3.5M |
| CIBC Asset Management Inc | 0.01% | Add +7.2% | 28,366 | $3.5M |
| Credit Agricole S A | 0.02% | Reduce -40.5% | 28,343 | $3.5M |
| World Investment Advisors | 0.11% | Add +7.3% | 28,290 | $3.5M |
| Teacher Retirement System of Texas | 0.02% | Reduce -17.7% | 28,286 | $3.5M |
| Barnes Pettey Financial Advisors, LLC | 2.75% | Add +0.1% | 28,190 | $3.5M |
| Elevation Point Wealth Partners, LLC | 0.33% | Reduce -2.8% | 28,102 | $3.4M |
| Systematic Financial Management LP | 0.09% | Reduce -1.8% | 27,741 | $3.4M |
| New York Life Investment Management LLC | 0.03% | Reduce -3.6% | 27,584 | $3.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +468.8% | 27,576 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -8.1% | 27,080 | $3.3M |
| Xponance LLC | 0.03% | Add +1.0% | 26,734 | $3.3M |
| Quantinno Capital Management LP | 0.04% | Add +59.7% | 26,428 | $3.2M |
| First Hawaiian Bank | 0.10% | Add +4.0% | 25,984 | $3.2M |
| Graphene Investments SAS | 2.03% | No change | 25,900 | $3.2M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +270.0% | 25,625 | $3.1M |
| Dean Investment Associates, LLC | 0.42% | Reduce -14.0% | 25,488 | $3.1M |
| Storebrand Asset Management As | 0.01% | No change | 24,642 | $3.0M |
| Bank of Nova Scotia | 0.01% | Add +21.3% | 24,274 | $3.0M |
| Centiva Capital, LP | 0.13% | Add +152.3% | 24,130 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -1.0% | 24,121 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +3.1% | 23,736 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.6% | 23,611 | $2.9M |
| Van Eck Associates Corp. | 0.00% | New | 21,021 | $2.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +11.1% | 23,550 | $2.9M |
| Wellspring Financial Advisors, LLC | 0.34% | Reduce -0.1% | 23,528 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.3% | 23,523 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +20.0% | 23,454 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.2% | 23,437 | $2.9M |
| Center for Financial Planning, Inc. | 0.39% | Reduce -2.7% | 23,346 | $2.9M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.3% | 23,281 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.9% | 23,077 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -8.7% | 22,694 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +0.4% | 22,467 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -24.7% | 22,260 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -24.7% | 22,260 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.5% | 21,720 | $2.7M |
| Schneider Downs Wealth Management Advisors, LP | 0.54% | Add +363.9% | 21,546 | $2.6M |
| Kaydan Wealth Management, Inc. | 0.77% | No change | 21,375 | $2.6M |
| GYL Financial Synergies, LLC | 0.19% | Reduce -1.4% | 20,969 | $2.6M |
| Janus Henderson Group PLC | 0.00% | No change | 20,913 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +1.6% | 20,797 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,727 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -10.8% | 20,624 | $2.5M |
| Bessemer Group Inc. | 0.00% | Add +5.2% | 20,017 | $2.5M |
| Seven Eight Capital, LP | 0.22% | Add +135.8% | 19,959 | $2.4M |
| Bridgewater Associates | 0.01% | Add +579.5% | 18,857 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.0% | 18,702 | $2.3M |
| Ethic Inc. | 0.06% | Reduce -12.3% | 17,755 | $2.3M |
| Mgo One Seven LLC | 0.10% | Add +8.9% | 18,541 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -2.2% | 18,059 | $2.2M |
| Gotham Asset Management | 0.02% | Add +1.1% | 17,675 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +5.5% | 17,534 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +1.0% | 17,505 | $2.1M |
| UniSuper Management Pty Ltd | 0.02% | Add +7.0% | 17,495 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.1% | 17,297 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -9.9% | 16,136 | $2.1M |
| Alpine Woods Capital Investors, LLC | 0.37% | No change | 12,900 | $2.1M |
| HRT Financial LP | 0.01% | Reduce -57.2% | 16,820 | $2.1M |
| First Trust Investment Solutions L.P. | 0.23% | Reduce -16.0% | 16,357 | $2.0M |
| Nordea Investment Management AB | 0.00% | Add +0.2% | 16,278 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +25.5% | 16,154 | $2.0M |
| Axq Capital, LP | 0.59% | Add +81.5% | 16,089 | $2.0M |
| Candriam S.C.A. | 0.01% | Add +17.4% | 16,043 | $2.0M |
| Edgestream Partners, L.P. | 0.09% | Reduce -51.6% | 15,997 | $2.0M |
| HST Ventures, LLC | 0.54% | Reduce -31.8% | 15,992 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -4.7% | 15,894 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -1.2% | 15,843 | $1.9M |
| Apollon Wealth Management, LLC | 0.05% | Add +9.6% | 15,781 | $1.9M |
| Aft, Forsyth & Sober, LLC | 0.63% | No change | 15,750 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -10.1% | 15,496 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.9% | 15,455 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +14.4% | 15,385 | $1.9M |
| Empire Life Investments Inc. | 0.11% | No change | 15,027 | $1.8M |
| 9258 Wealth Management, LLC | 0.27% | No change | 15,026 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +354.4% | 14,956 | $1.8M |
| Sweet Financial Partners, LLC | 0.40% | Reduce -5.3% | 14,944 | $1.8M |
| White Pine Capital LLC | 0.63% | Add +0.0% | 14,938 | $1.8M |
| Stablepoint Partners, LLC | 0.33% | Add +2.4% | 14,578 | $1.8M |
| Davis Investment Partners, LLC | 0.74% | No change | 14,197 | $1.8M |
| Dean Capital Management | 0.75% | New | 14,337 | $1.8M |
| SPC Financial, Inc. | 0.15% | Reduce -11.2% | 14,250 | $1.7M |
| High Net Worth Advisory Group LLC | 0.49% | Reduce -2.1% | 14,232 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.9% | 14,024 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +90.4% | 13,752 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +1.7% | 13,733 | $1.7M |
| M&T Bank Corp | 0.01% | Add +0.9% | 13,682 | $1.7M |
| Heritage Wealth Advisors | 0.08% | No change | 13,592 | $1.7M |
| STRS Ohio | 0.01% | Reduce -8.0% | 13,549 | $1.7M |
| William B. Walkup & Associates, Inc. | 1.01% | No change | 13,395 | $1.6M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 12,959 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 12,959 | $1.6M |
| Kentucky Retirement Systems | 0.05% | Reduce -8.2% | 12,912 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.0% | 12,790 | $1.6M |
| Achmea Investment Management B.V. | 0.03% | Add +18.9% | 12,492 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 12,311 | $1.5M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 12,296 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +2.2% | 12,223 | $1.5M |
| FORA Capital, LLC | 0.18% | Reduce -29.3% | 12,212 | $1.5M |
| Meridian Wealth Advisors, LLC | 0.25% | Reduce -4.5% | 12,094 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | Reduce -16.5% | 12,019 | $1.5M |
| Cwm, LLC | 0.01% | Add +2.8% | 11,853 | $1.5M |
| Sabal Trust CO | 0.08% | No change | 11,821 | $1.4M |
| Hartford Investment Management Co. | 0.05% | Reduce -3.4% | 11,665 | $1.4M |
| Peak Planning Group, LLC | 0.62% | Add +0.0% | 11,578 | $1.4M |
| Tower Bridge Advisors | 0.15% | Reduce -9.5% | 11,454 | $1.4M |
| Aster Capital Management (DIFC) Ltd | 0.30% | — | 11,451 | $1.4M |
| Keybank National Association | 0.01% | Add +8.3% | 11,172 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 11,150 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -27.6% | 10,802 | $1.3M |
| Rakuten Investment Management, Inc. | 0.01% | Add +32.1% | 10,714 | $1.3M |
| Western Wealth Management, LLC | 0.07% | New | 10,637 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | No change | 10,611 | $1.3M |
| Atlas Wealth LLC | 0.82% | Reduce -1.0% | 10,504 | $1.3M |
| Klingman & Associates, LLC | 0.08% | Add +0.3% | 10,467 | $1.3M |
| Commerce Bank | 0.01% | Add +6.7% | 10,445 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.9% | 10,400 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -54.4% | 10,370 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.5% | 10,337 | $1.3M |
| Oarsman Capital, Inc. | 0.23% | Add +2.2% | 10,331 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +51.2% | 10,298 | $1.3M |
| Montag & Caldwell, LLC | 0.26% | Add +0.1% | 10,257 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | Reduce -4.5% | 10,234 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -24.9% | 10,165 | $1.2M |
| Cullen Capital Management, LLC | 0.01% | New | 10,111 | $1.2M |
| Bill Few Associates, Inc. | 0.44% | Add +94.3% | 10,095 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | Reduce -12.2% | 10,092 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -50.4% | 9,953 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +9.4% | 9,861 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | Add +0.2% | 9,802 | $1.2M |
| Panagora Asset Management Inc. | 0.01% | Reduce -0.0% | 9,374 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -89.5% | 9,206 | $1.1M |
| Cumberland Partners Ltd | 0.08% | Add +24.7% | 9,100 | $1.1M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +160.0% | 9,100 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -4.2% | 9,075 | $1.1M |
| &partners | 0.02% | Add +255.2% | 9,033 | $1.1M |
| Ossiam | 0.02% | Add +32.6% | 9,002 | $1.1M |
| Vinva Investment Management Ltd | 0.05% | Reduce -15.5% | 8,968 | $1.1M |
| Financial Counselors Inc. | 0.02% | No change | 8,966 | $1.1M |
| Gryphon Financial Partners LLC | 0.15% | Reduce -1.6% | 8,941 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -59.2% | 8,713 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.2% | 8,700 | $1.1M |
| Chiron Capital Management, LLC | 0.94% | No change | 8,650 | $1.1M |
| West Michigan Advisors, LLC | 0.32% | Reduce -1.2% | 8,620 | $1.1M |
| nVerses Capital, LLC | 0.48% | New | 8,500 | $1.0M |
| Moody National Bank Trust Division | 0.11% | Reduce -10.9% | 8,328 | $1.0M |
| Bayesian Capital Management, LP | 0.12% | New | 8,300 | $1.0M |
| Inceptionr LLC | 0.25% | Add +131.5% | 8,303 | $1.0M |
| CPC Advisors, LLC | 0.15% | Reduce -3.4% | 8,234 | $1.0M |
| Trust Co. of Toledo NA | 0.14% | Add +2.5% | 8,165 | $1000K |
| NEOS Investment Management LLC | 0.03% | Add +25.0% | 8,113 | $990K |
| Northwest & Ethical Investments L.P. | 0.03% | Reduce -17.4% | 8,019 | $982K |
| Teza Capital Management LLC | 0.11% | New | 8,009 | $981K |
| Signaturefd, LLC | 0.02% | Reduce -4.4% | 7,972 | $976K |
| One Plus One Wealth Management, LLC | 0.57% | Reduce -3.4% | 7,856 | $962K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -1.3% | 7,839 | $960K |
| Formidable Asset Management, LLC | 0.15% | Add +0.2% | 7,834 | $959K |
| Cavalier Investments, LLC | 0.29% | Add +6.6% | 7,815 | $957K |
| Scientech Research LLC | 0.19% | New | 7,797 | $955K |
| Norinchukin Bank, The | 0.02% | Add +16.6% | 7,792 | $954K |
| Paradigm Asset Management Co. LLC | 0.25% | No change | 7,700 | $943K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.4% | 7,537 | $923K |
| Versor Investments LP | 0.15% | New | 7,500 | $918K |
| Wealthfront Advisers LLC | 0.00% | Add +0.9% | 7,427 | $910K |
| SG Americas Securities, LLC | 0.00% | Reduce -88.5% | 7,402 | $906K |
| HUB Investment Partners, LLC | 0.04% | New | 7,099 | $869K |
| XTX Topco Ltd | 0.06% | Reduce -16.0% | 7,014 | $859K |
| Qtron Investments LLC | 0.12% | New | 6,940 | $850K |
| Skylands Capital, LLC | 0.11% | Reduce -0.7% | 6,937 | $846K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,715 | $822K |
| Muirfield Wealth Advisors LLC | 0.69% | Add +0.4% | 6,677 | $818K |
| Stephens Inc. | 0.01% | Reduce -10.4% | 6,652 | $815K |
| Intact Investment Management Inc. | 0.03% | No change | 6,600 | $808K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.6% | 6,546 | $802K |
| Investment Management Corp of Ontario | 0.02% | Add +50.9% | 6,526 | $799K |
| Qsemble Capital Management, LP | 0.15% | New | 6,460 | $791K |
| Yorktown Management & Research Co Inc | 0.81% | No change | 6,450 | $790K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +3.7% | 6,379 | $781K |
| Empirical Finance, LLC | 0.04% | Add +2.3% | 6,293 | $771K |
| Staley Capital Advisers Inc. | 0.03% | No change | 6,250 | $765K |
| Prudential PLC | 0.00% | Reduce -3.3% | 6,249 | $765K |
| Balyasny Asset Management L.P. | 0.00% | Add +3.8% | 6,196 | $759K |
| Norden Group LLC | 0.09% | Add +105.9% | 6,182 | $757K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.9% | 6,159 | $754K |
| Metis Global Partners, LLC | 0.02% | Add +1.4% | 6,115 | $749K |
| First Trust Direct Indexing L.P. | 0.04% | Add +32.7% | 6,033 | $739K |
| Caprock Group, LLC | 0.03% | Add +2.2% | 6,023 | $738K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.0% | 5,875 | $719K |
| MGB Wealth Management, LLC | 0.26% | No change | 5,803 | $711K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 5,705 | $699K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 5,700 | $698K |
| Signature Wealth Management Group | 0.28% | No change | 5,638 | $690K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.0% | 5,490 | $675K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -8.8% | 5,488 | $672K |
| D.A. Davidson & Co. | 0.01% | Add +9.3% | 5,391 | $660K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.3% | 5,376 | $658K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.3% | 5,374 | $658K |
| Calydon Capital | 0.11% | No change | 5,272 | $646K |
| Tranquility Partners, LLC | 0.23% | Reduce -12.4% | 5,234 | $641K |
| Belpointe Asset Management LLC | 0.04% | Add +51.8% | 5,215 | $639K |
| Intrust Bank NA | 0.06% | Add +1.7% | 5,211 | $638K |
| Ieq Capital, LLC | 0.01% | Add +12.1% | 5,111 | $626K |
| Covenant Partners, LLC | 0.18% | No change | 5,093 | $624K |
| Swiss Life Asset Management Ltd | 0.01% | Add +131.0% | 5,079 | $621K |
| Wetzel Investment Advisors, Inc. | 0.31% | Reduce -9.0% | 5,029 | $616K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 5,007 | $613K |
| V-Square Quantitative Management LLC | 0.09% | Add +20.8% | 4,971 | $609K |
| Swedbank AB | 0.00% | No change | 4,904 | $601K |
| Atlanta Consulting Group Advisors, LLC | 0.15% | Add +7.4% | 4,889 | $599K |
| First Eagle Investment Management, LLC | 0.00% | No change | 4,807 | $589K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -6.3% | 4,779 | $585K |
| Applied Finance Capital Management, LLC | 0.02% | New | 4,764 | $583K |
| Blue Trust, Inc. | 0.01% | Add +33.7% | 4,694 | $580K |
| Parallax Volatility Advisers, L.P. | 0.02% | New | 4,654 | $570K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 4,607 | $564K |
| Curi Capital, LLC | 0.01% | Reduce -0.2% | 4,600 | $563K |
| Cibc World Market Inc. | 0.00% | Reduce -10.1% | 4,598 | $563K |
| NorthRock Partners, LLC | 0.02% | Add +5.9% | 4,555 | $558K |
| Net Worth Advisory Group | 0.16% | — | 4,426 | $542K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.0% | 4,389 | $537K |
| Harrell Investment Partners, LLC | 0.15% | Add +0.4% | 4,350 | $533K |
| AlphaQuest LLC | 0.05% | Reduce -37.1% | 4,320 | $529K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.5% | 4,228 | $528K |
| Global Financial Private Client, LLC | 0.20% | No change | 4,282 | $524K |
| Dock Street Asset Management Inc. | 0.07% | Reduce -6.9% | 4,264 | $522K |
| Fox Run Management, L.L.C. | 0.12% | Reduce -36.0% | 4,260 | $522K |
| Verition Fund Management LLC | 0.00% | New | 4,235 | $519K |
| Tidal Investments LLC | 0.01% | Reduce -35.0% | 4,241 | $517K |
| Tectonic Advisors LLC | 0.03% | Add +0.5% | 4,119 | $504K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -12.6% | 4,061 | $497K |
| Mfa Wealth Advisors, LLC | 0.11% | Add +2.7% | 4,051 | $496K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.1% | 4,014 | $492K |
| IFP Advisors, Inc | 0.02% | Add +8.1% | 4,003 | $490K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 4,001 | $490K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 4,000 | $490K |
| Shell Asset Management Co. | 0.02% | — | 3,942 | $483K |
| Shulman DeMeo Asset Management LLC | 0.12% | Reduce -0.8% | 3,935 | $482K |
| Greenleaf Trust | 0.00% | Reduce -0.8% | 3,894 | $477K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 3,783 | $463K |
| Guggenheim Capital LLC | 0.00% | Reduce -6.3% | 3,765 | $461K |
| EntryPoint Capital, LLC | 0.24% | New | 3,488 | $427K |
| Dark Forest Capital Management LP | 0.05% | New | 3,473 | $425K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,460 | $424K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 3,455 | $423K |
| Empowered Funds, LLC | 0.01% | Add +7.9% | 3,466 | $423K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.6% | 3,452 | $423K |
| Jump Financial, LLC | 0.01% | New | 3,402 | $417K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,398 | $416K |
| Vestcor Inc | 0.01% | No change | 3,400 | $416K |
| Aspen Grove Capital, LLC | 0.09% | No change | 3,383 | $414K |
| Waterloo Capital, L.P. | 0.05% | Add +0.2% | 3,377 | $414K |
| Praxis Investment Management Inc. | 0.03% | No change | 3,370 | $413K |
| Stonebrook Private Inc. | 0.11% | Add +4.7% | 3,341 | $409K |
| GTS Securities LLC | 0.01% | Reduce -13.2% | 3,330 | $408K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -41.5% | 3,256 | $399K |
| Argus Investors' Counsel, Inc. | 0.26% | Reduce -7.3% | 3,251 | $398K |
| Guinness Asset Management LTD | 0.01% | Reduce -10.2% | 3,248 | $398K |
| Collective Family Office LLC | 0.11% | No change | 3,200 | $392K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,186 | $390K |
| NewEdge Wealth, LLC | 0.01% | Add +32.5% | 3,186 | $390K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 3,186 | $390K |
| Westpac Banking Corp. | 0.03% | Add +409.9% | 3,177 | $389K |
| Essex Financial Services, Inc. | 0.03% | Reduce -1.1% | 2,854 | $389K |
| DoubleLine ETF Adviser LP | 0.09% | Reduce -6.3% | 3,129 | $383K |
| Capstone Investment Advisors, LLC | 0.01% | Add +21.2% | 3,128 | $383K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.6% | 3,093 | $379K |
| Novak & Powell Financial Services, Inc. | 0.22% | No change | 3,073 | $376K |
| Great Lakes Retirement, Inc. | 0.05% | Add +0.3% | 3,070 | $376K |
| Profund Advisors LLC | 0.01% | Add +12.8% | 3,061 | $375K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -9.4% | 2,519 | $373K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -0.8% | 3,021 | $370K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +0.3% | 3,018 | $370K |
| Alps Advisors Inc. | 0.00% | New | 3,000 | $367K |
| Quantitative Investment Management, LLC | 0.04% | New | 2,979 | $364K |
| Phillips Wealth Planners LLC | 0.35% | Add +0.7% | 2,672 | $364K |
| Agate Pass Investment Management, LLC | 0.18% | Reduce -14.4% | 2,968 | $363K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.3% | 2,958 | $362K |
| Samalin Investment Counsel, LLC | 0.16% | Add +0.1% | 2,926 | $358K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,925 | $358K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -52.4% | 5,527 | $356K |
| Choreo, LLC | 0.01% | Add +6.7% | 2,859 | $353K |
| Leuthold Group, LLC | 0.04% | Reduce -2.3% | 2,879 | $353K |
| MTM Investment Management, LLC | 0.14% | Add +1.9% | 2,752 | $350K |
| iA Global Asset Management Inc. | 0.01% | Reduce -75.4% | 2,832 | $347K |
| Smartleaf Asset Management LLC | 0.04% | Add +25.4% | 2,792 | $342K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +18.7% | 2,788 | $341K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -11.9% | 2,741 | $336K |
| Natixis | 0.00% | Reduce -95.2% | 2,739 | $335K |
| Brighton Jones LLC | 0.01% | Reduce -0.9% | 2,734 | $335K |
| Evercore Wealth Management, LLC | 0.01% | No change | 2,728 | $334K |
| Ostrum Asset Management | 0.03% | Add +1.2% | 2,717 | $333K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -3.7% | 2,713 | $332K |
| PFG Advisors | 0.02% | New | 2,703 | $331K |
| Checchi Capital Advisers, LLC | 0.02% | Add +6.8% | 2,701 | $331K |
| Graham Capital Management, L.P. | 0.02% | New | 2,681 | $328K |
| Alliance Wealth Advisors, LLC | 0.09% | Add +16.2% | 2,676 | $328K |
| Howard Bailey Securities, LLC | 0.12% | — | 2,670 | $327K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 2,660 | $326K |
| Fulton Bank, N.A. | 0.01% | Reduce -25.8% | 2,650 | $325K |
| State of Wyoming | 0.05% | Add +54.5% | 2,649 | $324K |
| Maven Securities LTD | 0.04% | New | 2,600 | $318K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -60.3% | 2,596 | $318K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.1% | 2,583 | $316K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.2% | 2,577 | $316K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,569 | $315K |
| AXA S.A. | 0.00% | Add +44.4% | 2,558 | $313K |
| Calton & Associates, Inc. | 0.12% | No change | 2,550 | $312K |
| Darwin Wealth Management, LLC | 0.09% | New | 2,547 | $312K |
| Blue Chip Partners, LLC | 0.03% | Add +0.4% | 2,544 | $312K |
| Legacy Wealth Asset Management, LLC | 0.08% | Add +0.4% | 2,534 | $310K |
| MBB Public Markets I LLC | 0.03% | Reduce -82.7% | 2,520 | $309K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.2% | 2,516 | $308K |
| Virtu Financial LLC | 0.02% | New | 2,514 | $308K |
| Horizon Investments, LLC | 0.01% | Reduce -15.6% | 2,514 | $307K |
| Clarus Group, Inc. | 0.13% | No change | 2,500 | $306K |
| Drive Wealth Management, LLC | 0.08% | Reduce -4.2% | 2,496 | $306K |
| Portside Wealth Group, LLC | 0.05% | Add +3.9% | 2,495 | $306K |
| Colonial Trust Co / SC | 0.05% | Add +0.1% | 2,495 | $306K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.2% | 2,493 | $305K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +9.4% | 2,481 | $304K |
| Vontobel Holding Ltd. | 0.00% | Add +6.0% | 2,440 | $299K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,413 | $295K |
| Pitcairn Co. | 0.02% | Reduce -32.2% | 2,400 | $294K |
| Lake Street Advisors Group, LLC | 0.01% | Add +6.5% | 2,394 | $293K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.6% | 2,382 | $292K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -70.6% | 2,377 | $291K |
| Gitterman Wealth Management, LLC | 0.12% | New | 2,361 | $289K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.4% | 2,323 | $284K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 2,317 | $284K |
| Sherbrooke Park Advisers LLC | 0.06% | Reduce -81.8% | 2,310 | $283K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.7% | 2,280 | $281K |
| Huntington National Bank | 0.00% | Reduce -2.1% | 2,272 | $278K |
| Trust Asset Management LLC | 0.02% | No change | 2,261 | $277K |
| CX Institutional | 0.01% | Add +1.7% | 2,257 | $276K |
| FWG Investments, LLC. | 0.24% | Add +19.0% | 2,256 | $276K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,225 | $272K |
| HighPoint Advisor Group LLC | 0.02% | Add +8.4% | 1,879 | $271K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -4.7% | 2,191 | $268K |
| Edmp, Inc. | 0.22% | Reduce -12.7% | 2,183 | $267K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,181 | $267K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 2,175 | $266K |
| Ballentine Partners, LLC | 0.00% | Add +21.4% | 2,156 | $264K |
| Focus Partners Wealth | 0.00% | New | 2,151 | $263K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -0.1% | 2,111 | $259K |
| Revolve Wealth Partners, LLC | 0.04% | Add +0.2% | 2,102 | $257K |
| Berry Wealth Group, LP | 0.18% | Reduce -5.8% | 2,093 | $256K |
| Novare Capital Management LLC | 0.02% | No change | 2,080 | $255K |
| Financial Insights, Inc. | 0.08% | No change | 2,061 | $252K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,023 | $248K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 2,000 | $246K |
| Savant Capital, LLC | 0.00% | New | 2,005 | $246K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -7.9% | 1,993 | $244K |
| Morningstar Investment Management LLC | 0.02% | New | 1,859 | $242K |
| Cigna Investments Inc. | 0.04% | No change | 1,963 | $241K |
| Parallel Advisors, LLC | 0.01% | Add +10.9% | 1,966 | $241K |
| Legacy Advisors, LLC | 0.03% | Add +14.2% | 1,959 | $240K |
| Principal Securities, Inc. | 0.01% | Add +9.9% | 1,950 | $239K |
| Synovus Financial Corp. | 0.00% | No change | 1,936 | $237K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -18.9% | 1,926 | $236K |
| Crestwood Advisors Group, LLC | 0.00% | Add +3.1% | 1,915 | $235K |
| Simplicity Wealth,LLC | 0.02% | Reduce -55.5% | 1,877 | $230K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -7.8% | 1,877 | $230K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -67.8% | 1,875 | $230K |
| Allred Capital Management, LLC | 0.09% | Add +1.9% | 1,870 | $229K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 1,846 | $226K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 1,827 | $224K |
| Wedmont Private Capital | 0.01% | Add +5.1% | 1,769 | $222K |
| First Bank & Trust | 0.04% | No change | 1,807 | $221K |
| Central Bank & Trust Co. | 0.03% | Reduce -93.3% | 1,807 | $221K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.3% | 1,804 | $221K |
| Summit Financial, LLC | 0.01% | New | 1,791 | $219K |
| CENTRAL TRUST Co | 0.01% | Add +0.1% | 1,787 | $219K |
| Dynasty Wealth Management, LLC | 0.01% | Add +0.5% | 1,765 | $216K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -54.4% | 1,751 | $214K |
| Meeder Advisory Services, Inc. | 0.01% | Add +1.2% | 1,716 | $210K |
| J. W. Coons Advisors, LLC | 0.04% | Reduce -8.4% | 1,715 | $210K |
| South Dakota Investment Council | 0.00% | No change | 1,700 | $208K |
| Steph & Co. | 0.06% | Reduce -3.4% | 1,654 | $203K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -37.7% | 1,653 | $202K |
| Global Retirement Partners, LLC | 0.01% | Reduce -15.4% | 1,542 | $189K |
| Mather Group, Llc. | 0.00% | Reduce -3.9% | 1,523 | $187K |
| Deane Retirement Strategies, Inc. | 0.09% | No change | 1,507 | $185K |
| GAMMA Investing LLC | 0.02% | Add +11.4% | 1,495 | $183K |
| Quadrant Capital Group LLC | 0.01% | Reduce -5.0% | 1,411 | $173K |
| PGGM Investments | 0.00% | No change | 1,350 | $165K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +474.1% | 1,332 | $163K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.5% | 1,276 | $156K |
| PEAK6 Investments LLC | 0.01% | New | 1,255 | $154K |
| PSI Advisors, LLC | 0.04% | No change | 1,157 | $142K |
| Bruce G. Allen Investments, LLC | 0.11% | Reduce -10.9% | 1,127 | $138K |
| Lindbrook Capital, LLC | 0.01% | Reduce -7.3% | 1,112 | $136K |
| Park Place Capital Corp | 0.04% | Add +7.3% | 1,087 | $133K |
| SYSTM Wealth Solutions LLC | 3.96% | — | 1,065 | $130K |
| Federated Hermes, Inc. | 0.00% | Add +48.5% | 1,038 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.5% | 961 | $118K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 904 | $110K |
| Caldwell Trust Co | 0.01% | No change | 869 | $106K |
| Arlington Trust Co LLC | 0.02% | No change | 830 | $102K |
| Sentry Investment Management LLC | 0.04% | No change | 818 | $100K |
| Jones Financial Companies LLLP | 0.00% | Add +122.0% | 777 | $95K |
| DT Investment Partners, LLC | 0.01% | No change | 719 | $88K |
| Eagle Bay Advisors LLC | 0.03% | No change | 701 | $86K |
| Addison Advisors LLC | 0.02% | Add +2.8% | 691 | $85K |
| CI Investments Inc. | 0.00% | Reduce -16.0% | 686 | $84K |
| GeoWealth Management, LLC | 0.00% | New | 674 | $83K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -5.5% | 657 | $80K |
| UMB Bank, n.a. | 0.00% | Add +50.7% | 618 | $76K |
| Delta Asset Management LLC | 0.01% | No change | 600 | $73K |
| Brooklyn Investment Group | 0.02% | New | 596 | $73K |
| Johnson Financial Group, Inc. | 0.00% | Add +5290.9% | 593 | $73K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.8% | 585 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.6% | 584 | $72K |
| HM Payson & Co. | 0.00% | No change | 550 | $67K |
| Allworth Financial LP | 0.00% | Add +6.9% | 543 | $66K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 526 | $64K |
| Alta Advisers Ltd | 0.03% | No change | 500 | $61K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 500 | $61K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -21.9% | 495 | $61K |
| Manchester Capital Management LLC | 0.01% | Reduce -0.4% | 477 | $58K |
| Resources Management Corp. /CT/ | 0.01% | No change | 472 | $58K |
| Cromwell Holdings LLC | 0.04% | No change | 464 | $57K |
| CVA Family Office, LLC | 0.01% | No change | 456 | $56K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +5.4% | 452 | $55K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 442 | $54K |
| Whittier Trust Co. | 0.00% | No change | 434 | $53K |
| Rothschild Investment LLC | 0.00% | Reduce -14.3% | 433 | $53K |
| Quarry LP | 0.02% | Add +80.3% | 420 | $51K |
| Operose Advisors LLC | 0.02% | No change | 415 | $51K |
| Catalyst Funds Management Pty Ltd | 0.01% | No change | 400 | $49K |
| Private Trust Co. NA | 0.00% | Add +1.8% | 393 | $48K |
| Headlands Technologies LLC | 0.01% | New | 385 | $47K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 381 | $47K |
| Trust Co | 0.01% | No change | 379 | $46K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 373 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.5% | 346 | $42K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -6.7% | 319 | $39K |
| Assetmark, Inc. | 0.00% | Reduce -97.9% | 315 | $39K |
| Peterson Financial Group, Inc. | 0.14% | New | 303 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | Add +66.0% | 249 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 286 | $35K |
| Gladius Capital Management LP | 0.02% | New | 278 | $34K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.5% | 278 | $34K |
| Future Financial Wealth Managment LLC | 0.02% | New | 259 | $32K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 250 | $31K |
| Bray Capital Advisors | 0.01% | No change | 250 | $31K |
| Covestor Ltd | 0.02% | Add +0.5% | 215 | $26K |
| Zions Bancorporation, N.A. | 0.00% | No change | 208 | $25K |
| Wolff Wiese Magana LLC | 0.02% | Add +3960.0% | 203 | $25K |
| Alpine Bank Wealth Management | 0.00% | — | 197 | $24K |
| Arax Advisory Partners | 0.00% | Add +78.0% | 194 | $24K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 192 | $24K |
| TD Private Client Wealth LLC | 0.00% | Reduce -40.2% | 186 | $23K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +0.6% | 174 | $21K |
| Naples Money Management LLC | 0.02% | No change | 174 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +28.9% | 174 | $21K |
| Valley National Advisers Inc. | 0.00% | Reduce -10.4% | 172 | $21K |
| Hemington Wealth Management | 0.01% | New | 139 | $20K |
| First Community Trust NA | 0.02% | No change | 163 | $20K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -20.3% | 157 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 145 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.6% | 132 | $16K |
| Birchbrook, Inc. | 0.01% | No change | 131 | $16K |
| LGT Financial Advisors LLC | 0.04% | No change | 124 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Add +8.8% | 123 | $15K |
| Smithfield Trust Co | 0.00% | Reduce -58.2% | 120 | $15K |
| Quent Capital, LLC | 0.00% | No change | 121 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 121 | $15K |
| GW&K Investment Management, LLC | 0.00% | Add +14.3% | 112 | $14K |
| MV Capital Management, Inc. | 0.00% | No change | 114 | $14K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 113 | $14K |
| Larson Financial Group LLC | 0.00% | Add +111.3% | 112 | $14K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 111 | $14K |
| Earned Wealth Advisors, LLC | 0.00% | New | 109 | $13K |
| Fortitude Family Office, LLC | 0.01% | No change | 103 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.5% | 75 | $11K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 90 | $11K |
| International Assets Investment Management, LLC | 0.00% | Add +262.5% | 87 | $11K |
| Global X Japan Co., Ltd. | 0.00% | New | 86 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 85 | $10K |
| Walleye Capital LLC | 0.00% | Reduce -96.8% | 79 | $10K |
| Meeder Asset Management Inc. | 0.00% | New | 75 | $9K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Reduce -98.9% | 71 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -85.3% | 70 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 66 | $8K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 65 | $8K |
| First Financial Corp. | 0.00% | No change | 63 | $8K |
| Key Financial Inc | 0.00% | No change | 62 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -29.9% | 61 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 61 | $7K |
| TCTC Holdings, LLC | 0.00% | No change | 60 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 58 | $7K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.9% | 58 | $7K |
| Aspect Partners, LLC | 0.00% | No change | 57 | $7K |
| Beacon Capital Management, LLC | 0.00% | New | 57 | $7K |
| Creekmur Asset Management LLC | 0.00% | No change | 56 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -28.2% | 56 | $7K |
| WASHINGTON TRUST Co | 0.00% | Add +6.1% | 52 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.8% | 51 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -24.2% | 50 | $6K |
| FSA Wealth Management LLC | 0.00% | — | 45 | $6K |
| Sachetta, LLC | 0.00% | Add +10.0% | 44 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 40 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | New | 37 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 37 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $4K |
| Trust Co. of Vermont | 0.00% | New | 34 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -17.9% | 32 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 32 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 31 | $4K |
| Avior Wealth Management, LLC | 0.00% | Add +14.8% | 31 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -50.8% | 30 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 30 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 29 | $4K |
| Abound Wealth Management | 0.00% | No change | 28 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 26 | $3K |
| Avion Wealth | 0.00% | Add +14.8% | 31 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 23 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -40.6% | 19 | $2K |
| Albion Financial Group | 0.00% | No change | 19 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 19 | $2K |
| Spire Wealth Management | 0.00% | No change | 18 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 18 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 17 | $2K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 16 | $2K |
| Truvestments Capital LLC | 0.00% | New | 15 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -52.6% | 9 | $1K |
| Crewe Advisors LLC | 0.00% | Reduce -66.7% | 11 | $1K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 11 | $1K |
| Bank of New Hampshire | 0.00% | No change | 10 | $1K |
| TFC Financial Management, Inc. | 0.00% | Reduce -10.0% | 9 | $1K |
| Nvwm, LLC | 0.00% | Add +125.0% | 9 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -57.1% | 9 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -73.3% | 8 | $980 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 7 | $857 |
| Riverview Trust Co | 0.00% | New | 6 | $735 |
| West Paces Advisors Inc. | 0.00% | No change | 6 | $735 |
| MCF Advisors LLC | 0.00% | No change | 3 | $368 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 3 | $367 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $367 |
| CoreCap Advisors, LLC | 0.00% | New | 2 | $245 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $123 |
| West Branch Capital LLC | 0.00% | New | 1 | $123 |
| Y.D. More Investments Ltd | 0.00% | Add +5.0% | 105 | $35 |
| Lazard Asset Management LLC | 0.00% | Reduce -90.0% | 1 | $0 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is RJF's weight in each manager's 13F, not the share of Raymond James Financial Inc. the manager owns.