Raymond James FinancialRJF

13F holders, Q4 2025 (December 31)
935holders +42
83new positions
74sold out
8famous investors
$160.59avg. 13F price*

At the end of Q4 2025, 935 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 42 from Q3 2025. 83 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.3B) and Primecap Management Co. ($1.5B). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Raymond James Financial Inc.
Sector
Finance
CUSIP
754730109
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 727Q1 2024Q2 2024: 748Q2 2024Q3 2024: 765Q3 2024Q4 2024: 838Q4 2024Q1 2025: 857Q1 2025Q2 2025: 854Q2 2025Q3 2025: 893Q3 2025Q4 2025: 935Q4 2025Q1 2026: 923Q1 2026Q2 2026: 903Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions83$193.4M
Exits74$116.4M

All 13F filers, Q3 2025 → Q4 2025: 6,697,537 shares bought and 7,423,531 shares sold, net −725,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 935 holders

Vanguard Group Inc. 0.05% Reduce -0.6% 21,749,721 $3.5B
BlackRock, Inc. 0.04% Reduce -2.7% 14,163,156 $2.3B
Primecap Management Co. 1.14% Reduce -3.1% 9,342,072 $1.5B
Wellington Management Group LLP 0.25% Reduce -3.6% 8,693,741 $1.4B
State Street Corp. 0.04% Reduce -1.5% 7,909,802 $1.3B
FMR LLC 0.05% Reduce -1.4% 5,706,383 $916.4M
JPMorgan Chase & Co. 0.06% Reduce -9.1% 5,314,641 $853.5M
Geode Capital Management, LLC 0.04% Reduce -0.2% 4,551,369 $727.9M
T. Rowe Price Investment Management, Inc. 0.35% Reduce -5.1% 3,457,716 $555.3M
First Trust Advisors LP 0.36% Add +18.3% 3,071,996 $493.3M
Victory Capital Management Inc. 0.25% Add +0.8% 2,785,857 $447.4M
Morgan Stanley 0.03% Reduce -1.8% 2,621,221 $420.9M
Dimensional Fund Advisors LP 0.08% Add +0.0% 2,358,225 $378.7M
Invesco Ltd. 0.04% Add +12.2% 2,338,521 $375.5M
Earnest Partners LLC 1.59% Reduce -6.3% 2,317,387 $372.1M
Bank of America Corp. 0.03% Add +11.6% 2,229,533 $358.0M
Norges Bank 0.03% — 2,019,197 $324.3M
Northern Trust Corp. 0.04% Reduce -5.3% 1,947,855 $312.8M
Massachusetts Financial Services Co. 0.10% Reduce -3.8% 1,931,920 $310.2M
Goldman Sachs Group Inc. 0.04% Reduce -3.3% 1,848,726 $296.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -3.1% 1,406,645 $225.9M
Bank of New York Mellon Corp 0.03% Add +22.0% 1,201,739 $193.0M
Legal & General Group Plc 0.04% Reduce -4.8% 1,191,415 $191.3M
HSBC Holdings PLC 0.10% Reduce -12.8% 1,134,580 $182.4M
Charles Schwab Investment Management Inc. 0.03% Add +0.8% 1,097,112 $176.2M
AQR Capital Management 0.09% Add +40.0% 1,096,731 $176.1M
Harfst & Associates, Inc. 30.90% Add +3.5% 1,067,120 $171.4M
Sei Investments Co. 0.16% Add +5.9% 987,579 $158.6M
UBS Group AG 0.03% Add +37.1% 841,859 $135.2M
Prudential Financial Inc. 0.16% Add +22.2% 819,078 $131.5M
Mercer Global Advisors Inc. 0.19% Reduce -11.7% 792,153 $127.2M
Raymond James Financial Inc. 0.04% Reduce -1.9% 736,484 $118.3M
Nuveen, LLC 0.03% Reduce -2.3% 724,587 $116.4M
Barclays PLC 0.05% Add +21.2% 724,251 $116.3M
Franklin Resources Inc. 0.03% Add +11.7% 677,581 $108.8M
Principal Financial Group Inc. 0.05% Reduce -0.6% 572,799 $92.0M
PNC Financial Services Group, Inc. 0.05% Reduce -1.6% 571,909 $91.8M
Deutsche Bank AG 0.03% Reduce -4.5% 570,462 $91.6M
Qube Research & Technologies Ltd 0.13% Add +83.0% 547,613 $87.9M
Congress Asset Management Co. 0.58% Reduce -19.5% 514,314 $82.6M
Envestnet Asset Management Inc. 0.02% Reduce -17.4% 511,536 $82.1M
Alliancebernstein L.P. 0.02% Add +31.5% 491,924 $79.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.6% 449,099 $72.1M
BNP Paribas Financial Markets 0.05% Add +7.2% 437,675 $70.3M
Citigroup Inc. 0.05% Add +16.3% 436,801 $70.1M
Munich Reinsurance Co Stock Corp in Munich 1.60% Reduce -0.1% 404,523 $65.8M
PFA Pension, Forsikringsaktieselskab 0.18% — 397,662 $64.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.1% 387,469 $63.4M
Fisher Asset Management 0.02% Add +6.9% 392,663 $63.1M
Silvercrest Asset Management Group LLC 0.43% Reduce -6.9% 391,968 $62.9M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -17.8% 383,869 $61.6M
Canada Pension Plan Investment Board 0.04% Add +17.0% 378,782 $60.8M
T. Rowe Price Associates Inc. 0.01% Reduce -2.4% 367,988 $59.1M
Wells Fargo & Company 0.01% Reduce -2.8% 358,708 $57.6M
Amundi 0.02% Reduce -1.8% 351,209 $56.4M
Palisade Capital Management, LP 1.87% Reduce -7.5% 349,907 $56.2M
Rhumbline Advisers 0.04% Reduce -2.6% 346,823 $55.7M
California Public Employees Retirement System 0.03% Reduce -0.8% 338,503 $54.4M
Natixis Advisors, LLC 0.07% Add +4.3% 329,450 $52.9M
New York State Common Retirement Fund 0.07% Reduce -0.3% 324,126 $52.1M
Ameriprise Financial Inc. 0.01% Reduce -26.8% 320,506 $51.5M
Man Group plc 0.10% Add +602.7% 313,367 $50.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% New 311,485 $50.0M
TD Asset Management Inc 0.04% Reduce -5.3% 306,848 $49.3M
National Pension Service 0.04% Add +4.7% 294,078 $47.2M
Millennium Management 0.03% Reduce -79.9% 282,603 $45.4M
Clearbridge Investments, LLC 0.04% Reduce -3.0% 279,203 $44.8M
Bank of Montreal 0.02% Reduce -4.6% 277,863 $44.6M
California State Teachers Retirement System 0.04% Add +3.3% 276,462 $44.4M
Davis Asset Management, L.P. 1.55% No change 270,000 $43.4M
Sterling Capital Management LLC 0.70% Reduce -30.3% 265,917 $42.7M
Deroy & Devereaux Private Investment Counsel Inc. 2.04% Reduce -2.3% 258,413 $41.5M
Royal Bank of Canada 0.01% Add +3.9% 253,095 $40.6M
American Century Companies Inc. 0.02% Reduce -14.6% 243,112 $39.0M
Vest Financial, LLC 0.49% Reduce -20.1% 238,274 $38.3M
Prana Capital Management, LP 1.36% New 232,759 $37.4M
Worldquant Millennium Advisors LLC 0.13% Add +2313.9% 213,220 $34.2M
Premier Fund Managers Ltd 1.90% Reduce -19.3% 202,884 $33.0M
Korea Investment CORP 0.06% Add +18.8% 205,049 $32.9M
Schroder Investment Management Group 0.02% Reduce -1.7% 200,503 $32.6M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +4559.9% 197,393 $31.7M
Walleye Capital LLC 0.18% Add +24356.5% 187,337 $30.1M
Robeco Institutional Asset Management B.V. 0.04% Add +345.8% 185,681 $29.8M
Baird Financial Group, Inc. 0.05% Reduce -17.9% 184,804 $29.7M
Nomura Asset Management International Inc. 0.04% — 178,883 $28.7M
New York State Teachers Retirement System 0.06% Reduce -3.1% 177,156 $28.4M
Vinva Investment Management Ltd 0.35% Add +1025.7% 174,691 $28.4M
Danske Bank A/S 0.07% Add +18.2% 174,474 $28.0M
Federation des caisses Desjardins du Quebec 0.11% Add +257.3% 172,159 $27.6M
Illinois Municipal Retirement Fund 0.34% Add +0.1% 170,842 $27.4M
Aviva PLC 0.04% Add +5.7% 164,355 $26.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +31.5% 162,395 $26.1M
Quantinno Capital Management LP 0.05% Add +38.3% 158,727 $25.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -6.8% 158,696 $25.5M
FIL Ltd 0.02% Add +3.3% 158,460 $25.4M
Basswood Capital Management, L.L.C. 1.10% Add +56.2% 155,430 $25.0M
Nicholas Company, Inc. 0.44% Reduce -0.0% 154,765 $24.9M
Truist Financial Corp. 0.03% Reduce -13.6% 154,621 $24.8M
Ceredex Value Advisors LLC 0.72% Reduce -47.1% 148,165 $23.8M
Citadel Advisors 0.02% Reduce -5.9% 148,017 $23.8M
Marshall Wace, LLP 0.02% Add +108.5% 145,719 $23.4M
Freestone Grove Partners LP 0.17% Add +37.2% 145,637 $23.4M
Avity Investment Management Inc. 1.63% Add +0.3% 145,042 $23.3M
Arbejdsmarkedets Tillaegspension 0.58% — 141,023 $22.6M
Russell Investments Group, Ltd. 0.02% Add +13.0% 139,773 $22.5M
PhiloSmith Capital Corp 5.86% No change 132,750 $21.3M
Royal London Asset Management Ltd. 0.04% Reduce -0.1% 131,668 $21.1M
Balyasny Asset Management L.P. 0.04% Reduce -54.9% 130,205 $20.9M
APG Asset Management N.V. 0.06% Reduce -19.8% 152,786 $20.9M
SG Americas Securities, LLC 0.03% Add +345.9% 121,011 $19.4M
Brandywine Global Investment Management, LLC 0.13% Reduce -1.9% 118,806 $19.1M
Pinnacle Associates Ltd. 0.24% Reduce -6.3% 115,830 $18.6M
HRT Financial LP 0.06% Add +1802.5% 114,533 $18.4M
Adage Capital Partners Gp, L.L.C. 0.03% Add +5.3% 112,150 $18.0M
Aberdeen Group plc 0.03% Reduce -6.3% 109,571 $17.6M
LPL Financial LLC 0.00% Add +4.6% 108,785 $17.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -34.3% 108,218 $17.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +7.2% 107,794 $17.3M
State of Wisconsin Investment Board 0.04% Reduce -13.9% 107,597 $17.3M
Pictet Asset Management Holding SA 0.02% Reduce -12.5% 107,028 $17.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.1% 106,268 $17.1M
Forsta Ap-Fonden 0.10% Add +71.3% 106,200 $17.1M
Geneva Capital Management LLC 0.32% Reduce -1.9% 105,711 $17.0M
D. E. Shaw & Co. 0.01% Add +133.0% 102,728 $16.5M
Schonfeld Strategic Advisors LLC 0.08% Add +775.6% 101,072 $16.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% No change 99,100 $15.9M
Allspring Global Investments Holdings, LLC 0.03% Add +13.1% 95,603 $15.6M
Public Employees Retirement System of Ohio 0.05% Reduce -5.3% 97,272 $15.6M
Los Angeles Capital Management LLC 0.05% Reduce -3.2% 97,119 $15.3M
Nisa Investment Advisors, LLC 0.05% Add +1.2% 94,703 $15.2M
Capital Wealth Planning, LLC 0.10% No change 94,260 $15.1M
Treasurer of the State of North Carolina 0.05% Reduce -7.4% 93,703 $15.0M
Bragg Financial Advisors, Inc 0.48% Add +3.9% 92,557 $14.9M
Longaeva Partners L.P. 1.75% New 90,741 $14.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.5% 89,411 $14.4M
Asset Management One Co., Ltd. 0.04% Add +0.8% 85,973 $14.1M
National Bank of Canada 0.01% Reduce -15.7% 87,698 $14.1M
Trexquant Investment LP 0.12% New 83,755 $13.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -8.2% 82,568 $13.3M
Thrivent Financial for Lutherans 0.02% Add +36.2% 82,201 $13.2M
Toronto Dominion Bank 0.02% Reduce -7.4% 81,653 $13.1M
Osaic Holdings, Inc. 0.02% Reduce -11.2% 79,635 $12.8M
Allianz Asset Management GmbH 0.01% Add +34.0% 79,145 $12.7M
Susquehanna International Group, LLP 0.02% Add +5.3% 76,496 $12.3M
Capital Fund Management S.A. 0.12% New 76,007 $12.2M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -0.7% 74,913 $12.0M
Credit Agricole S A 0.03% Add +8.3% 71,597 $11.5M
Handelsbanken Fonder AB 0.03% Add +29.0% 70,678 $11.3M
KLP Kapitalforvaltning As 0.04% No change 70,278 $11.3M
Blue Sparrow, LLC 0.21% — 70,000 $11.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.40% — 69,794 $11.2M
Nemes Rush Group LLC 1.04% Reduce -1.3% 68,666 $11.0M
Bank of Nova Scotia 0.02% Add +202.9% 68,452 $11.0M
State of Tennessee, Department of Treasury 0.03% Reduce -0.9% 63,111 $10.5M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 64,310 $10.3M
Am Investment Strategies LLC 2.14% No change 64,063 $10.3M
Stifel Financial Corp. 0.01% Reduce -4.2% 63,782 $10.2M
Bridgewater Associates 0.04% Add +96.3% 63,619 $10.2M
Algebris (uk) Ltd. 0.82% New 63,355 $10.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -2.7% 61,901 $9.9M
Peterson Wealth Services 2.50% Add +81.3% 60,930 $9.8M
Hantz Financial Services, Inc. 0.14% Reduce -11.8% 60,907 $9.8M
US Bancorp \de 0.01% Reduce -13.5% 59,822 $9.6M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.6% 59,178 $9.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.3% 55,860 $9.4M
Creative Planning 0.01% Add +11.1% 57,180 $9.2M
Wilmington Savings Fund Society, FSB 0.22% Reduce -1.1% 57,089 $9.2M
CWA Asset Management Group, LLC 0.33% Reduce -4.1% 57,053 $9.2M
Burney Co./ 0.28% Reduce -1.1% 56,717 $9.1M
Fiera Capital Corp 0.03% Add +16.6% 56,312 $9.0M
Private Capital Management, LLC 0.84% Reduce -2.9% 55,268 $8.9M
New Age Alpha Advisors, LLC 0.38% Add +81.7% 54,812 $8.8M
Rafferty Asset Management, LLC 0.03% Reduce -8.9% 53,782 $8.6M
Cetera Investment Advisers 0.01% Reduce -1.0% 53,027 $8.5M
OP Asset Management Ltd 0.10% Add +12.0% 52,801 $8.5M
Storebrand Asset Management As 0.02% Reduce -5.9% 52,552 $8.4M
Waverly Advisors, LLC 0.07% Add +20.0% 52,288 $8.4M
Arizona State Retirement System 0.05% Reduce -8.1% 51,923 $8.3M
Greenfield Seitz Capital Management, LLC 2.62% Reduce -1.1% 49,733 $8.0M
Interval Partners, LP 0.18% Reduce -57.4% 49,166 $7.9M
State of Michigan Retirement System 0.04% Reduce -5.1% 48,044 $7.7M
New England Professional Planning Group Inc. 3.14% Add +3.6% 46,689 $7.5M
Czech National Bank 0.05% Add +3.1% 46,491 $7.5M
KBC Group NV 0.02% Reduce -11.3% 45,162 $7.3M
Public Sector Pension Investment Board 0.02% Reduce -49.7% 44,878 $7.2M
Citizens Financial Group Inc. 0.10% Reduce -4.2% 44,702 $7.2M
Palmer Knight Co 3.74% Reduce -17.9% 44,342 $7.1M
Ancora Advisors LLC 0.15% Add +0.5% 44,121 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +0.3% 43,949 $7.1M
CIBC Asset Management Inc 0.02% Add +61.5% 43,261 $6.9M
Campbell & CO Investment Adviser LLC 0.33% New 42,835 $6.9M
Lighthouse Investment Partners, LLC 0.23% Reduce -19.9% 42,564 $6.8M
Lord, Abbett & Co. LLC 0.02% Add +1.9% 42,426 $6.8M
MetLife Investment Management, LLC 0.03% Reduce -4.1% 42,295 $6.8M
Swedbank AB 0.01% Add +31.1% 41,436 $6.7M
Mackenzie Financial Corp. 0.01% Add +32.6% 40,732 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.8% 41,010 $6.6M
OneDigital Investment Advisors LLC 0.06% Add +8.2% 40,674 $6.5M
XTX Topco Ltd 0.17% Add +668.2% 40,621 $6.5M
LMG Wealth Partners, LLC 1.21% Reduce -0.0% 40,430 $6.5M
Stephens Consulting, LLC 2.09% Reduce -19.5% 40,278 $6.5M
Captrust Financial Advisors 0.01% Add +2.6% 40,158 $6.4M
Westfield Capital Management Co. LP 0.03% No change 40,095 $6.4M
WINTON GROUP Ltd 0.22% New 39,278 $6.3M
ProShare Advisors LLC 0.01% Add +5.6% 38,811 $6.2M
Swiss Life Asset Management Ltd 0.03% Add +8.8% 38,555 $6.2M
Cahaba Wealth Management, Inc. 0.43% Reduce -9.4% 38,290 $6.1M
Voya Investment Management LLC 0.01% Reduce -3.6% 38,058 $6.1M
Retirement Systems of Alabama 0.02% Reduce -0.9% 37,508 $6.0M
IFM Investors Pty Ltd 0.05% Reduce -0.5% 37,232 $6.0M
Cibc World Markets Corp. 0.03% — 37,080 $6.0M
DNB Asset Management AS 0.02% Add +0.9% 36,840 $5.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.5% 36,696 $5.9M
Daiwa Securities Group Inc. 0.02% Add +20.4% 36,648 $5.9M
Pathstone Holdings, LLC 0.02% Reduce -5.3% 35,263 $5.7M
Oppenheimer Asset Management Inc. 0.07% Add +2.0% 34,600 $5.6M
Natixis 0.02% Reduce -8.5% 34,525 $5.5M
Janney Montgomery Scott LLC 0.01% Add +0.0% 33,964 $5.5M
Amalgamated Bank 0.04% Reduce -1.5% 33,766 $5.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +21.8% 33,554 $5.4M
Mizuho Markets Cayman LP 0.27% New 33,293 $5.3M
Corient Private Wealth LP 0.01% Add +3.8% 33,066 $5.3M
Hilltop Holdings Inc. 0.32% Reduce -1.9% 32,904 $5.3M
Two Sigma Investments, LP 0.01% Reduce -77.1% 32,504 $5.2M
Jane Street Group, LLC 0.01% Reduce -84.6% 32,460 $5.2M
Bokf, NA 0.08% Reduce -13.3% 32,347 $5.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +3.1% 32,271 $5.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% — 32,164 $5.2M
USS Investment Management Ltd 0.03% No change 32,115 $5.2M
NewEdge Advisors, LLC 0.02% Add +9.9% 31,900 $5.1M
Access Investment Management LLC 1.38% No change 29,661 $5.1M
World Investment Advisors 0.08% Add +0.5% 31,404 $5.0M
Focus Partners Wealth 0.01% Add +22.5% 31,201 $5.0M
Commonwealth Equity Services, LLC 0.01% Reduce -42.0% 30,991 $5.0M
NEOS Investment Management LLC 0.03% Add +19.2% 30,716 $4.9M
Macquarie Group Ltd. 0.02% Reduce -86.4% 30,521 $4.9M
Woodline Partners LP 0.02% Add +29.3% 30,323 $4.9M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -3.1% 30,106 $4.8M
Eurizon Capital SGR S.p.A. 0.01% — 30,070 $4.8M
Caisse de depot et placement du Quebec 0.01% Reduce -14.0% 30,044 $4.8M
Utah Retirement Systems 0.05% Reduce -0.7% 29,968 $4.8M
Cwm, LLC 0.01% Add +5.5% 29,955 $4.8M
Neuberger Berman Group LLC 0.00% Add +0.6% 29,839 $4.8M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -0.3% 29,716 $4.8M
Systematic Financial Management LP 0.11% Add +17.4% 29,351 $4.7M
Logan Capital Management Inc. 0.20% Reduce -3.3% 29,332 $4.7M
Cumberland Partners Ltd 0.29% Add +56.5% 29,100 $4.7M
DekaBank Deutsche Girozentrale 0.01% No change 33,882 $4.6M
Cardinal Capital Management 0.60% Add +0.4% 28,372 $4.6M
Leuthold Group, LLC 0.48% Add +0.3% 27,534 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -8.1% 27,337 $4.4M
Regency Capital Management Inc.\DE 1.81% Reduce -1.5% 27,165 $4.4M
Buckhead Capital Management LLC 1.55% Add +0.6% 26,976 $4.3M
Fifth Third Bancorp 0.01% Reduce -15.6% 26,575 $4.3M
Assenagon Asset Management S.A. 0.01% Add +2.0% 26,367 $4.2M
Xponance LLC 0.03% Add +4.7% 26,072 $4.2M
Morningstar Investment Management LLC 0.25% No change 25,994 $4.2M
New York Life Investment Management LLC 0.04% Reduce -1.1% 25,725 $4.1M
DAVENPORT & Co LLC 0.02% Reduce -11.6% 25,431 $4.1M
Kestra Advisory Services, LLC 0.02% Add +257.6% 25,357 $4.1M
Dana Investment Advisors, Inc. 0.12% Reduce -0.2% 25,268 $4.1M
Cullen Investment Group, LTD. 0.53% Reduce -1.2% 24,165 $4.1M
Comerica Bank 0.02% Reduce -6.8% 25,151 $4.0M
Wealthfront Advisers LLC 0.01% Add +40.8% 24,725 $4.0M
Regions Financial Corp. 0.03% Reduce -15.8% 24,410 $3.9M
Rakuten Investment Management, Inc. 0.01% Reduce -65.7% 23,749 $3.9M
Cerity Partners LLC 0.01% Add +26.3% 24,110 $3.9M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.1% 24,043 $3.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -0.5% 24,032 $3.9M
Dean Investment Associates, LLC 0.55% Add +1.9% 23,761 $3.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -14.0% 23,339 $3.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -13.1% 23,026 $3.7M
O'shaughnessy Asset Management, LLC 0.02% Add +0.3% 23,056 $3.7M
Concurrent Investment Advisors, LLC 0.04% Add +56.7% 22,827 $3.7M
Janus Henderson Group PLC 0.00% Add +1.6% 22,776 $3.7M
Barnes Pettey Financial Advisors, LLC 1.80% Add +1.0% 22,655 $3.6M
Cibc World Market Inc. 0.01% Add +0.2% 22,463 $3.6M
Mgo One Seven LLC 0.07% Add +5.8% 22,455 $3.6M
Siemens Fonds Invest GmbH 0.19% Reduce -29.8% 21,798 $3.5M
Patton Fund Management, Inc. 0.47% Add +1259.5% 21,779 $3.5M
MML Investors Services, LLC 0.01% Reduce -4.6% 21,624 $3.5M
Schneider Downs Wealth Management Advisors, LP 0.39% No change 21,588 $3.5M
Mariner, LLC 0.00% Add +7.2% 21,493 $3.5M
Kaydan Wealth Management, Inc. 0.98% No change 21,175 $3.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -0.9% 20,652 $3.3M
Atria Investments, Inc 0.04% Reduce -4.5% 20,523 $3.3M
OMERS ADMINISTRATION Corp 0.02% Add +4.2% 20,504 $3.3M
Graphene Investments SAS 2.06% No change 20,500 $3.3M
Kingsview Wealth Management, LLC 0.05% Add +586.7% 20,374 $3.3M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.2% 20,180 $3.2M
MAI Capital Management 0.02% Add +1391.7% 20,078 $3.2M
Vident Advisory, LLC 0.03% Add +4.0% 20,072 $3.2M
Brooklyn Investment Group 0.15% Add +236.9% 19,556 $3.2M
Gotham Asset Management 0.01% Add +1.6% 19,978 $3.2M
Yousif Capital Management, LLC 0.04% Reduce -6.0% 19,096 $3.2M
United Capital Financial Advisors, LLC 0.02% Reduce -0.7% 19,913 $3.2M
UniSuper Management Pty Ltd 0.02% Reduce -5.5% 19,647 $3.2M
Ethic Inc. 0.05% Reduce -4.5% 19,639 $3.2M
HighTower Advisors, LLC 0.00% Add +12.2% 19,565 $3.1M
Elo Mutual Pension Insurance Co 0.05% Reduce -16.0% 19,428 $3.1M
Center for Financial Planning, Inc. 0.32% No change 19,281 $3.1M
Stuart Investment Advisors, Inc. 2.77% Reduce -32.9% 19,115 $3.1M
Nordea Investment Management AB 0.00% Add +1.3% 18,986 $3.1M
Heartland Advisors Inc. 0.16% Reduce -8.2% 19,001 $3.1M
Millstone Evans Group, LLC 1.79% Reduce -2.5% 18,995 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -1.6% 18,932 $3.0M
Sanctuary Advisors, LLC 0.02% Reduce -8.0% 18,931 $3.0M
Sovereign's Capital Management, LLC 1.84% Reduce -6.1% 18,872 $3.0M
Tredje AP-fonden 0.02% No change 18,837 $3.0M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -53.9% 18,677 $3.0M
Hancock Whitney Corp. 0.05% Reduce -18.1% 18,386 $3.0M
Ensign Peak Advisors, Inc 0.01% Reduce -66.9% 18,302 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +154.4% 18,104 $2.9M
Public Employees Retirement Association of Colorado 0.01% No change 17,786 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -8.9% 17,459 $2.8M
Wellspring Financial Advisors, LLC 0.22% No change 17,368 $2.8M
Mediolanum International Funds Ltd 0.03% Add +14.4% 16,981 $2.8M
Maltese Capital Management LLC 0.49% New 17,000 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.2% 16,943 $2.7M
Johnson Financial Group, LLC 0.17% New 16,932 $2.7M
Candriam S.C.A. 0.01% No change 16,776 $2.7M
Stance Capital LLC 0.98% Add +4.5% 16,670 $2.7M
Aft, Forsyth & Sober, LLC 0.80% No change 16,500 $2.6M
Crossmark Global Holdings, Inc. 0.04% Reduce -7.8% 16,444 $2.6M
Landscape Capital Management, L.L.C. 0.17% Add +114.4% 16,134 $2.6M
United Asset Strategies, Inc. 0.20% New 15,927 $2.6M
V-Square Quantitative Management LLC 0.26% Reduce -0.1% 15,805 $2.5M
Vestmark Advisory Solutions, Inc. 0.03% Add +23.8% 14,986 $2.4M
&partners 0.01% Add +2.4% 15,010 $2.4M
Apollon Wealth Management, LLC 0.04% Add +0.3% 14,754 $2.4M
Evolve Private Wealth, LLC 0.14% — 14,487 $2.3M
D.A. Davidson & Co. 0.01% Add +168.4% 14,393 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,343 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.8% 14,290 $2.3M
White Pine Capital LLC 0.63% Reduce -0.1% 14,230 $2.3M
Davis Investment Partners, LLC 0.80% Reduce -1.9% 13,932 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -8.1% 14,097 $2.3M
Entropy Technologies, LP 0.12% New 14,013 $2.3M
Intellus Advisors LLC 0.30% Add +18.6% 13,993 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -2.3% 13,972 $2.2M
High Net Worth Advisory Group LLC 0.52% Add +1.6% 13,963 $2.2M
Allstate Corp. 0.03% Add +108.3% 13,767 $2.2M
Stablepoint Partners, LLC 0.34% Add +1.4% 13,645 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.6% 13,588 $2.2M
CIBC Private Wealth Group LLC 0.00% Reduce -1.4% 13,574 $2.2M
Empire Life Investments Inc. 0.12% Add +0.3% 13,352 $2.1M
Elevation Point Wealth Partners, LLC 0.10% Add +27.8% 13,339 $2.1M
Cullen Capital Management, LLC 0.02% Reduce -0.8% 13,284 $2.1M
M&T Bank Corp 0.01% Add +17.9% 13,192 $2.1M
Heritage Wealth Advisors 0.08% Reduce -1.7% 13,186 $2.1M
Farringdon Capital, Ltd. 0.51% Add +219.6% 13,050 $2.1M
William B. Walkup & Associates, Inc. 1.15% Reduce -2.2% 13,046 $2.1M
Integrated Advisors Network LLC 0.09% Reduce -49.5% 12,818 $2.1M
Investment Management Corp of Ontario 0.03% Add +43.2% 12,801 $2.1M
Mizuho Securities USA LLC 0.03% Reduce -0.7% 12,838 $2.0M
Jupiter Asset Management Ltd. 0.02% Add +728.9% 12,458 $2.0M
NorthCoast Asset Management LLC 0.04% Reduce -9.3% 12,368 $2.0M
Generali Asset Management SPA SGR 0.04% New 12,338 $2.0M
Dean Capital Management 0.84% Add +3.2% 12,322 $2.0M
Klingman & Associates, LLC 0.09% Add +0.0% 12,225 $2.0M
Virtus Investment Advisers, LLC 0.52% Add +9.2% 11,944 $1.9M
Banque Cantonale Vaudoise 0.07% Reduce -0.1% 11,896 $1.9M
Oarsman Capital, Inc. 0.24% Add +4.3% 11,715 $1.9M
Fairtree Asset Management (Pty) Ltd 0.86% Add +77.3% 11,665 $1.9M
Bank of New Hampshire 0.42% Reduce -0.0% 11,576 $1.9M
Kentucky Retirement Systems 0.05% No change 11,479 $1.8M
Banco Santander, S.A. 0.01% New 11,342 $1.8M
Allen Investment Management, LLC 0.02% No change 11,150 $1.8M
Norinchukin Bank, The 0.02% Add +5.9% 10,936 $1.8M
Keybank National Association 0.01% Reduce -0.1% 10,853 $1.7M
Wedmont Private Capital 0.06% Add +0.0% 10,428 $1.7M
Nilsine Partners, LLC 0.15% Add +7.3% 10,667 $1.7M
Alpine Woods Capital Investors, LLC 0.40% Reduce -19.4% 10,398 $1.7M
King Luther Capital Management Corp. 0.01% Add +0.1% 10,334 $1.7M
Hartford Investment Management Co. 0.05% Reduce -2.0% 10,290 $1.7M
Bayview Asset Management, LLC 1.47% Reduce -15.3% 10,148 $1.6M
Gulf International Bank (UK) Ltd 0.05% Add +0.9% 9,854 $1.6M
Caprock Group, LLC 0.03% Add +12.8% 9,781 $1.6M
Florida Trust Wealth Management Co 0.04% Add +0.3% 9,644 $1.5M
HUB Investment Partners, LLC 0.04% Add +4.4% 9,576 $1.5M
Meridian Wealth Advisors, LLC 0.21% Reduce -6.3% 9,569 $1.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% — 9,500 $1.5M
Curi Capital, LLC 0.03% Reduce -1.1% 9,494 $1.5M
Atlas Wealth LLC 0.61% Reduce -2.4% 9,475 $1.5M
Advocacy Wealth Management, LLC 0.06% Reduce -7.4% 9,274 $1.5M
Commerce Bank 0.01% Add +0.1% 9,273 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +38.9% 9,237 $1.5M
AlphaQuest LLC 0.08% Add +444.5% 9,132 $1.5M
Daiichi Life Insurance Co., Ltd. 0.04% No change 9,090 $1.5M
Abc Arbitrage SA 0.14% New 9,052 $1.5M
Intech Investment Management LLC 0.01% Reduce -39.1% 9,028 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -3.2% 9,000 $1.4M
Gladstone Institutional Advisory LLC 0.05% Add +0.9% 8,910 $1.4M
J. Safra Sarasin Holding AG 0.02% New 8,893 $1.4M
CI Investments Inc. 0.01% Add +759.8% 8,890 $1.4M
Maryland State Retirement & Pension System 0.03% No change 8,886 $1.4M
Glenmede Trust Co. NA 0.01% — 8,686 $1.4M
Bill Few Associates, Inc. 0.34% Reduce -5.5% 8,595 $1.4M
Signaturefd, LLC 0.02% Add +1.9% 8,535 $1.4M
Atlantic Union Bankshares Corp 0.03% Reduce -1.6% 8,474 $1.4M
Metis Global Partners, LLC 0.03% Reduce -15.1% 8,243 $1.3M
Formidable Asset Management, LLC 0.19% Reduce -2.1% 7,616 $1.3M
CPC Advisors, LLC 0.13% Add +1.1% 8,183 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% Add +2.0% 8,165 $1.3M
ING Groep NV 0.01% Reduce -2.1% 8,138 $1.3M
GHP Investment Advisors, Inc. 0.05% Add +9.3% 8,097 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -1.2% 8,075 $1.3M
Tower Bridge Advisors 0.13% Reduce -15.7% 8,059 $1.3M
Cyndeo Wealth Partners, LLC 0.07% Add +71.5% 8,054 $1.3M
Trust Co. of Toledo NA 0.13% No change 7,998 $1.3M
AlphaCore Capital LLC 0.03% New 7,700 $1.2M
Capital Investment Advisors, LLC 0.02% Add +0.0% 7,636 $1.2M
Summit Trail Advisors, LLC 0.02% Add +21.1% 7,547 $1.2M
Voleon Capital Management LP 0.03% Add +164.8% 7,536 $1.2M
RFG - Bristol Wealth Advisors, LLC 0.34% Reduce -15.1% 7,528 $1.2M
Fulton Bank, N.A. 0.04% Add +4.1% 7,416 $1.2M
Wbi Investments, LLC 0.31% New 7,350 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Reduce -4.9% 7,327 $1.2M
Adelphi Trust Co 0.96% — 7,321 $1.2M
Wealthspire Advisors, LLC 0.01% Add +15.6% 7,233 $1.2M
MUFG Securities EMEA plc 0.01% Add +112.8% 7,228 $1.2M
Verition Fund Management LLC 0.01% Reduce -67.6% 7,220 $1.2M
E. Ohman J:or Asset Management AB 0.03% Reduce -10.4% 7,217 $1.2M
Abn Amro Investment Solutions 0.02% Add +497.0% 7,182 $1.2M
JSF Financial, LLC 0.24% Reduce -0.2% 7,162 $1.2M
West Michigan Advisors, LLC 0.26% No change 7,140 $1.1M
One Plus One Wealth Management, LLC 0.53% Reduce -1.6% 7,133 $1.1M
Muirfield Wealth Advisors LLC 0.84% Add +4.8% 7,090 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +18.7% 7,015 $1.1M
Cookson Peirce & Co. Inc. 0.05% Add +12.8% 6,963 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +5.0% 6,963 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.65% New 6,832 $1.1M
Redwood Investment Management, LLC 0.12% Reduce -1.6% 6,795 $1.1M
NorthCrest Asset Manangement, LLC 0.02% Add +2.0% 6,456 $1.1M
GAMMA Investing LLC 0.05% Add +5.5% 6,707 $1.1M
Vestcor Inc 0.03% No change 6,636 $1.1M
Stephens Inc. 0.01% Add +9.5% 6,499 $1.0M
Yorktown Management & Research Co Inc 0.83% No change 6,450 $1.0M
Twin Capital Management Inc. 0.13% Reduce -4.5% 6,346 $1.0M
Intrust Bank NA 0.08% Add +4.9% 6,338 $1.0M
Uniting Wealth Partners, LLC 0.31% Reduce -4.5% 6,306 $1.0M
Teacher Retirement System of Texas 0.00% Reduce -91.0% 6,280 $1.0M
North Dakota State Investment Board 0.04% — 6,274 $1.0M
Staley Capital Advisers Inc. 0.04% No change 6,250 $1.0M
Empirical Finance, LLC 0.05% Reduce -4.0% 6,229 $1.0M
Peak Planning Group, LLC 0.28% Reduce -4.6% 6,178 $992K
Tower Research Capital LLC (TRC) 0.02% Add +279.0% 6,095 $979K
Guinness Asset Management LTD 0.02% Add +28.1% 5,942 $975K
Gateway Investment Advisers LLC 0.01% Add +13.1% 6,047 $971K
Machina Capital S.A.S. 0.18% New 5,995 $963K
Arrowstreet Capital, Limited Partnership 0.00% New 5,774 $927K
Systematic Alpha Investments, LLC 0.03% No change 5,700 $915K
Belpointe Asset Management LLC 0.03% Add +1.6% 5,648 $907K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 5,634 $905K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.2% 5,613 $901K
HBK Sorce Advisory LLC 0.02% Add +0.3% 5,231 $901K
Walleye Trading LLC 0.01% Reduce -50.0% 5,572 $895K
Crestwood Advisors Group, LLC 0.01% Reduce -27.8% 5,562 $893K
Bridgewater Advisors Inc. 0.06% Add +1.3% 5,261 $892K
QRG Capital Management, Inc. 0.01% Add +8.4% 5,512 $885K
Intact Investment Management Inc. 0.03% No change 5,500 $883K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.4% 5,424 $871K
Fideuram Asset Management (Ireland) dac 0.07% — 5,329 $871K
Signature Wealth Management Group 0.35% Add +0.9% 5,415 $870K
Caitlin John, LLC 0.55% New 5,252 $843K
Van Eck Associates Corp. 0.00% Reduce -7.4% 5,245 $842K
GMO 0.00% New 5,198 $835K
Blue Trust, Inc. 0.01% Reduce -3.8% 5,137 $825K
Covenant Partners, LLC 0.24% No change 5,093 $818K
Net Worth Advisory Group 0.16% Add +19.6% 5,049 $811K
Wealthcare Advisory Partners LLC 0.02% Add +7.9% 5,015 $805K
Empirical Asset Management, LLC 0.23% Add +33.3% 4,997 $802K
Panagora Asset Management Inc. 0.00% Reduce -95.1% 4,993 $802K
Aaron Wealth Advisors LLC 0.04% Add +36.5% 4,920 $790K
Blueshift Asset Management, LLC 0.23% New 4,868 $782K
EFG International AG 0.02% — 4,866 $781K
Tranquility Partners, LLC 0.28% Reduce -3.6% 4,847 $778K
HB Wealth Management, LLC 0.01% Add +25.6% 4,836 $777K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 4,811 $773K
Laird Norton Wetherby Trust Company, LLC 0.02% New 4,804 $771K
Moody National Bank Trust Division 0.07% Reduce -35.6% 4,789 $769K
Securian Asset Management, Inc. 0.03% Reduce -43.9% 4,780 $768K
Mufg Securities Americas Inc. 0.05% Reduce -0.8% 4,750 $763K
Syon Capital LLC 0.04% Add +40.3% 4,739 $761K
Nomura Holdings Inc. 0.00% Add +2.6% 4,710 $756K
Squarepoint Ops LLC 0.00% Reduce -62.1% 4,699 $755K
Avanza Fonder AB 0.02% New 4,690 $753K
one8zero8, LLC 0.16% No change 4,637 $745K
Inceptionr LLC 0.21% Add +86.3% 4,634 $744K
Jones Financial Companies LLLP 0.00% Add +5.7% 4,611 $740K
Plato Investment Management Ltd 0.05% No change 4,559 $736K
denkapparat Operations GmbH 0.39% Add +86.8% 4,514 $725K
Coldstream Capital Management Inc. 0.01% Add +5.4% 4,510 $724K
Forum Financial Management, LP 0.01% No change 4,503 $723K
Osmosis Investment Management UK Ltd 0.02% — 4,498 $722K
Canada Post Corp Registered Pension Plan 0.03% Add +26.5% 4,483 $720K
Acadian Asset Management LLC 0.00% New 4,459 $716K
Skylands Capital, LLC 0.10% No change 4,437 $710K
Calydon Capital 0.12% Reduce -1.3% 4,410 $708K
MGB Wealth Management, LLC 0.20% Reduce -17.8% 4,401 $707K
Quadrant Capital Group LLC 0.02% Reduce -1.8% 4,380 $703K
Tema ETFs LLC 0.05% Reduce -0.3% 4,362 $700K
Johnson Investment Counsel Inc. 0.01% No change 4,352 $699K
ABLE Financial Group, LLC 0.14% Add +13.1% 4,306 $692K
STRS Ohio 0.00% Reduce -2.3% 4,272 $686K
Tidal Investments LLC 0.00% Reduce -5.7% 4,261 $682K
Lido Advisors, LLC 0.00% Add +2.5% 3,981 $679K
Versor Investments LP 0.11% New 4,216 $677K
Harrell Investment Partners, LLC 0.16% Add +0.2% 4,192 $673K
Norden Group LLC 0.07% Reduce -2.4% 4,182 $672K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 4,075 $654K
Wetzel Investment Advisors, Inc. 0.26% Reduce -19.9% 4,029 $647K
BOK Financial Private Wealth, Inc. 0.04% Reduce -0.8% 3,917 $629K
Callan Family Office, LLC 0.01% Add +41.6% 3,900 $626K
Merit Financial Group, LLC 0.00% Reduce -4.2% 3,830 $615K
Kingswood Wealth Advisors, LLC 0.03% New 3,821 $614K
Global Financial Private Client, LLC 0.21% Reduce -12.2% 3,796 $610K
Prudential PLC 0.00% No change 3,777 $607K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,744 $601K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.3% 3,731 $599K
AlphaGrep UK Ltd 0.20% — 3,705 $595K
Keating Financial Advisory Services, Inc. 0.08% — 3,696 $593K
Guggenheim Capital LLC 0.00% Add +10.7% 3,667 $589K
Savant Capital, LLC 0.00% Add +9.8% 3,658 $587K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,643 $585K
Westerkirk Capital Inc. 0.06% No change 3,600 $578K
Benjamin Edwards Inc. 0.01% Add +139.8% 3,589 $576K
Lebenthal Global Advisors, LLC 0.09% Add +38.7% 3,563 $572K
Nvwm, LLC 0.12% Reduce -2.2% 3,549 $570K
Huntington National Bank 0.00% Add +17.9% 3,510 $564K
DRW Securities, LLC 0.04% Add +53.0% 3,495 $561K
Choreo, LLC 0.01% Reduce -2.8% 3,434 $558K
Tectonic Advisors LLC 0.03% Add +5.9% 3,456 $555K
Texas Yale Capital Corp. 0.02% No change 3,445 $553K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +1.1% 3,428 $551K
J.W. Cole Advisors, Inc. 0.01% Reduce -32.1% 3,572 $549K
Atlanta Consulting Group Advisors, LLC 0.12% Add +4.4% 3,383 $543K
Capstone Investment Advisors, LLC 0.01% New 3,371 $541K
Visionary Wealth Advisors 0.02% Add +0.0% 3,307 $531K
Beverly Hills Private Wealth, LLC 0.09% Reduce -2.5% 3,281 $527K
Engineers Gate Manager LP 0.01% Add +66.2% 3,267 $525K
Waterloo Capital, L.P. 0.04% Reduce -5.8% 3,245 $521K
Sowell Financial Services LLC 0.02% Reduce -0.1% 3,243 $521K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.7% 3,227 $518K
Bessemer Group Inc. 0.00% Reduce -11.6% 3,212 $517K
Vise Technologies, Inc. 0.01% Reduce -6.1% 3,169 $509K
Rehmann Capital Advisory Group 0.03% Reduce -9.0% 3,125 $503K
ASR Vermogensbeheer N.V. 0.01% Reduce -1.1% 3,103 $498K
Loomis Sayles & Co. L P 0.00% Add +433.7% 3,090 $496K
Novak & Powell Financial Services, Inc. 0.26% No change 3,073 $493K
Venturi Wealth Management, LLC 0.02% Reduce -0.2% 3,067 $493K
Coquina Private Wealth LLC 0.39% — 3,064 $492K
Quad-Cities Investment Group, LLC 0.20% Add +0.3% 3,062 $492K
Smartleaf Asset Management LLC 0.02% Reduce -1.8% 2,988 $486K
Argus Investors' Counsel, Inc. 0.39% Add +7.4% 3,011 $484K
NewEdge Wealth, LLC 0.01% Add +72.8% 2,982 $479K
Level Four Advisory Services, LLC 0.02% Reduce -9.2% 2,978 $478K
Cynosure Group, LLC 0.05% New 2,973 $477K
Oppenheimer & Co. Inc. 0.01% Add +0.8% 2,973 $477K
Greenleaf Trust 0.00% Reduce -0.1% 2,973 $477K
Great Lakes Retirement, Inc. 0.05% Add +5.6% 2,962 $476K
Horizon Investments, LLC 0.01% Reduce -20.5% 2,951 $472K
Shulman DeMeo Asset Management LLC 0.11% Add +0.1% 2,925 $470K
Blair William & Co. 0.00% Add +29.0% 2,888 $464K
Collective Family Office LLC 0.11% No change 2,888 $464K
Legacy Wealth Asset Management, LLC 0.11% Add +2.5% 2,782 $447K
Ballentine Partners, LLC 0.01% Add +0.0% 2,755 $442K
FORM Wealth Advisors, LLC 0.05% — 2,754 $442K
MTM Investment Management, LLC 0.14% No change 2,752 $442K
Anchyra Partners LLC 0.13% — 2,738 $440K
TCW Group Inc. 0.00% New 2,691 $432K
Agate Pass Investment Management, LLC 0.16% No change 2,682 $431K
Contravisory Investment Management, Inc. 0.08% Reduce -5.5% 2,668 $428K
Pursuit Wealth Strategies, LLC 0.59% — 2,620 $421K
Brown Brothers Harriman & Co. 0.00% Add +96.1% 2,610 $419K
Blue Chip Partners, LLC 0.03% Add +0.3% 2,597 $417K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 2,593 $416K
Catalyst Capital Advisors LLC 0.01% No change 2,560 $411K
Calton & Associates, Inc. 0.06% No change 2,557 $411K
Phillips Wealth Planners LLC 0.33% Add +0.6% 2,413 $410K
Prospera Financial Services Inc 0.01% Add +12.9% 2,552 $410K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.9% 2,551 $410K
Cornerstone Wealth Group, LLC 0.03% Add +1.8% 2,548 $409K
GTS Securities LLC 0.01% New 2,540 $408K
Deane Retirement Strategies, Inc. 0.17% No change 2,509 $403K
Westpac Banking Corp. 0.03% Add +7.7% 2,480 $398K
Evergreen Capital Management LLC 0.01% Add +48.3% 2,468 $396K
Tannin Capital LLC 0.35% — 2,443 $392K
Erste Asset Management GmbH 0.00% New 2,389 $392K
Axxcess Wealth Management, LLC 0.01% New 2,434 $391K
Darwin Wealth Management, LLC 0.12% Add +0.2% 2,433 $391K
Essex Financial Services, Inc. 0.02% Reduce -5.4% 2,428 $390K
Evercore Wealth Management, LLC 0.01% No change 2,428 $390K
Morey & Quinn Wealth Partners, LLC 0.28% Add +0.3% 2,427 $390K
Drive Wealth Management, LLC 0.08% Add +0.5% 2,416 $388K
Salem Investment Counselors Inc. 0.01% No change 2,413 $388K
Catalyst Funds Management Pty Ltd 0.09% Reduce -25.0% 2,400 $385K
Samalin Investment Counsel, LLC 0.14% Reduce -4.9% 2,399 $385K
Meeder Advisory Services, Inc. 0.02% Add +15.8% 2,397 $385K
Vontobel Holding Ltd. 0.00% Reduce -6.5% 2,397 $385K
First Eagle Investment Management, LLC 0.00% Add +1.0% 2,367 $380K
Checchi Capital Advisers, LLC 0.03% Add +0.9% 2,336 $375K
Cadent Capital Advisors, LLC 0.10% Reduce -68.8% 2,325 $373K
Stonebrook Private Inc. 0.08% Reduce -3.0% 2,293 $368K
Clarus Group, Inc. 0.13% No change 2,271 $365K
Searle & Co. 0.09% No change 2,260 $363K
Bryn Mawr Trust Advisors, LLC 0.02% Add +54.6% 2,199 $353K
Arbor Investment Advisors, LLC 0.05% No change 2,181 $350K
Portside Wealth Group, LLC 0.05% Reduce -6.0% 2,171 $349K
Cresset Asset Management, LLC 0.00% Reduce -9.4% 2,168 $348K
Confluence Wealth Services, Inc. 0.01% Add +4.5% 2,163 $347K
First United Bank & Trust 0.11% Add +16.7% 2,130 $342K
TMB Capital Partners, LLC 0.12% — 2,127 $342K
Horizon Advisory Services, Inc. 0.17% Reduce -6.8% 2,091 $336K
Praxis Investment Management Inc. 0.02% No change 2,080 $334K
Revolve Wealth Partners, LLC 0.04% Reduce -0.4% 2,070 $332K
Texas Capital Bank Wealth Management Services Inc 0.02% New 2,058 $330K
Mather Group, Llc. 0.00% Add +6.0% 2,056 $330K
Journey Retirement Planning & Investment Management LLC 0.07% — 2,052 $330K
CX Institutional 0.01% Add +5.9% 2,050 $329K
EP Wealth Advisors, LLC 0.00% — 2,045 $328K
Trust Asset Management LLC 0.02% Reduce -3.7% 2,040 $328K
Flagship Harbor Advisors, LLC 0.02% Reduce -10.2% 2,018 $324K
Allred Capital Management, LLC 0.12% Add +0.7% 2,018 $324K
Sagespring Wealth Partners, LLC 0.01% Reduce -20.1% 2,015 $324K
Principle Wealth Partners LLC 0.02% No change 2,005 $322K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -29.9% 1,997 $321K
Sun Financial Inc 0.18% — 1,994 $320K
Leonteq Securities AG 0.02% New 1,993 $320K
Groupama Asset Managment 0.00% Reduce -4.2% 1,984 $319K
Valeo Financial Advisors, LLC 0.01% Add +2.5% 1,972 $317K
Pinnacle Financial Partners, Inc. 0.00% — 1,959 $315K
Koshinski Asset Management, Inc. 0.02% New 1,942 $312K
Old Peak Finance LLC 0.19% — 1,938 $311K
Brevan Howard Capital Management LP 0.01% Reduce -85.6% 1,884 $303K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -9.6% 1,864 $299K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.2% 1,863 $299K
Cigna Investments Inc. 0.04% No change 1,850 $297K
Southeast Asset Advisors, LLC 0.03% No change 1,846 $296K
Profund Advisors LLC 0.01% Reduce -25.5% 1,834 $295K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +0.8% 1,828 $294K
Inscription Capital, LLC 0.03% Add +5.1% 1,822 $293K
Certuity, LLC 0.02% Add +11.6% 1,809 $291K
Novare Capital Management LLC 0.02% Reduce -4.0% 1,809 $291K
First Bank & Trust 0.05% Add +0.1% 1,809 $291K
Ostrum Asset Management 0.01% Reduce -24.9% 1,799 $289K
Nicolet Advisory Services, LLC 0.02% Add +1.9% 1,687 $288K
CENTRAL TRUST Co 0.01% No change 1,792 $288K
Great Lakes Advisors, LLC 0.00% Add +2.2% 1,758 $282K
Parallel Advisors, LLC 0.01% Add +2.0% 1,756 $282K
Accredited Investors Inc. 0.01% New 1,756 $282K
Berkshire Asset Management LLC 0.01% Add +0.2% 1,733 $278K
Farther Finance Advisors, LLC 0.00% Add +34.0% 1,728 $277K
Prelude Capital Management, LLC 0.02% New 1,720 $276K
MQS Management LLC 0.16% New 1,719 $276K
Central Bank & Trust Co. 0.04% No change 1,690 $271K
Brown Advisory Inc. 0.00% Reduce -5.7% 1,685 $271K
PharVision Advisers, LLC 0.14% New 1,664 $267K
Edmp, Inc. 0.22% No change 1,662 $267K
Private Advisor Group, LLC 0.00% Reduce -9.1% 1,652 $265K
Kohmann Bosshard Financial Services, LLC 0.02% No change 1,638 $263K
Aspire Growth Partners LLC 0.18% Add +0.3% 1,623 $261K
Ameritas Investment Partners, Inc. 0.01% No change 1,617 $260K
Chicago Partners Investment Group LLC 0.01% New 1,534 $259K
Smith Partners Wealth Management, LLC 0.24% — 1,600 $257K
Krilogy Financial LLC 0.01% New 1,511 $256K
Carson Advisory Inc. 0.13% No change 1,586 $255K
Financial Planning Hawaii, Inc. 0.15% — 1,585 $255K
Lazard Asset Management LLC 0.00% New 1,582 $254K
Compound Planning, Inc. 0.01% Reduce -3.7% 1,578 $253K
Thomasville National Bank 0.02% Reduce -13.2% 1,575 $253K
Journey Strategic Wealth LLC 0.01% Add +13.6% 1,572 $252K
Stratos Wealth Advisors, LLC 0.01% Reduce -2.8% 1,568 $252K
Eldridge Investment Advisors, Inc. 0.06% No change 1,563 $251K
Suncoast Equity Management 0.02% No change 1,526 $245K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -21.0% 1,519 $244K
Advisory Alpha, LLC 0.01% Add +9.4% 1,517 $244K
Focus Partners Advisor Solutions, LLC 0.00% New 1,507 $242K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.8% 1,508 $242K
Principal Securities, Inc. 0.00% Reduce -10.4% 1,506 $242K
Kera Capital Partners, Inc. 0.03% New 1,453 $241K
Circle Wealth Management, LLC 0.00% Add +1.0% 1,493 $240K
Maridea Wealth Management LLC 0.04% New 1,490 $239K
Advisory Services Network, LLC 0.00% Add +9.2% 1,478 $237K
Kooman & Associates 0.07% No change 1,448 $233K
IFP Advisors, Inc 0.01% Reduce -6.4% 1,440 $231K
Moseley Investment Management Inc. 0.07% No change 1,425 $229K
Independent Financial Group, LLC 0.01% Reduce -0.6% 1,425 $229K
Composition Wealth, LLC 0.00% Add +11.0% 1,423 $229K
HighPoint Advisor Group LLC 0.01% Reduce -4.7% 1,414 $227K
Snowden Capital Advisors LLC 0.01% Reduce -0.6% 1,410 $226K
Perigon Wealth Management, LLC 0.00% Reduce -5.2% 1,404 $225K
Tiaa Trust, National Association 0.00% New 1,403 $225K
Cohen & Steers, Inc. 0.00% No change 1,400 $225K
Market Street Wealth Management Advisors LLC 0.03% Add +0.7% 1,399 $225K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -0.4% 1,371 $220K
Sax Wealth Advisors, LLC 0.01% Add +1.0% 1,369 $220K
Cordgrass Capital Advisors, LLC 0.05% Reduce -2.4% 1,366 $219K
Aster Capital Management (DIFC) Ltd 0.10% Reduce -88.8% 1,356 $218K
Winebrenner Capital Management LLC 0.14% Reduce -10.9% 1,354 $217K
EverSource Wealth Advisors, LLC 0.01% Add +3.0% 1,342 $215K
Sovereign Financial Group, Inc. 0.04% Reduce -1.1% 1,339 $215K
Exchange Traded Concepts, LLC 0.00% Reduce -39.6% 1,328 $213K
Capula Management Ltd 0.00% Add +24.9% 1,327 $213K
Angeles Wealth Management, LLC 0.01% Add +1.6% 1,324 $213K
State of Wyoming 0.02% New 1,320 $212K
Personal Cfo Solutions, LLC 0.03% Reduce -0.1% 1,315 $211K
FourThought Financial Partners, LLC 0.02% New 1,306 $210K
Letson Investment Management, Inc. 0.08% No change 1,305 $210K
Rothschild Investment LLC 0.01% Add +153.0% 1,303 $209K
apricus wealth, LLC 0.11% No change 1,291 $207K
Independent Advisor Alliance 0.01% New 1,283 $206K
StoneX Group Inc. 0.01% New 1,273 $204K
CrossGen Wealth, LLC 0.18% — 1,268 $204K
RBA Wealth Management, LLC 0.07% Reduce -13.9% 1,253 $201K
Janney Capital Management LLC 0.01% No change 1,250 $201K
Caldwell Trust Co 0.02% No change 1,248 $200K
Purpose Unlimited Inc. 0.01% — 1,200 $193K
Allworth Financial LP 0.00% Add +16.0% 1,133 $182K
Global Retirement Partners, LLC 0.00% Add +68.3% 1,124 $180K
Bruce G. Allen Investments, LLC 0.12% Reduce -3.0% 1,073 $172K
Ofi Invest Asset Management 0.00% Add +43.9% 1,229 $168K
Assetmark, Inc. 0.00% Add +8.6% 1,031 $166K
UMB Bank, n.a. 0.00% Add +1.5% 1,016 $163K
Penserra Capital Management LLC 0.00% Reduce -3.6% 994 $159K
Kentucky Trust Co 0.08% No change 980 $157K
Colonial Trust Co / SC 0.02% Reduce -3.6% 939 $151K
Park Place Capital Corp 0.03% Reduce -3.3% 913 $147K
Federated Hermes, Inc. 0.00% Add +2.1% 778 $125K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.1% 747 $120K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -35.3% 732 $118K
Parkside Financial Bank & Trust 0.01% Add +3.1% 725 $116K
Addison Advisors LLC 0.03% Add +0.6% 721 $116K
DT Investment Partners, LLC 0.01% No change 719 $115K
Larson Financial Group LLC 0.00% Reduce -3.4% 712 $114K
Wellington Grp LLC 0.04% — 696 $112K
First Horizon Corp. 0.00% No change 667 $107K
Arax Advisory Partners 0.00% Reduce -87.5% 664 $107K
Versant Capital Management, Inc 0.01% Add +10.5% 641 $103K
GGM Financial LLC 0.05% Add +0.3% 620 $99K
Delta Asset Management LLC 0.01% No change 600 $96K
CVA Family Office, LLC 0.01% Reduce -0.7% 566 $91K
Truvestments Capital LLC 0.02% New 564 $91K
Clearstead Advisors, LLC 0.00% Add +150.4% 561 $90K
CYBER HORNET ETFs LLC 0.05% Add +5.1% 538 $86K
Capital Advisors, Ltd. LLC 0.01% No change 531 $85K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $80K
South Dakota Investment Council 0.00% New 500 $80K
Zions Bancorporation, National Association 0.00% Add +25.8% 497 $80K
Cromwell Holdings LLC 0.04% No change 496 $80K
Covestor Ltd 0.04% Add +5.0% 483 $78K
Sunbelt Securities, Inc. 0.01% Add +0.4% 478 $77K
HM Payson & Co. 0.00% Reduce -13.6% 475 $76K
Resources Management Corp. /CT/ 0.01% Reduce -4.2% 452 $73K
Torren Management, LLC 0.04% — 451 $72K
Private Trust Co. NA 0.01% Reduce -0.5% 416 $67K
Sentry Investment Management LLC 0.04% No change 406 $65K
Board of the Pension Protection Fund 0.06% Reduce -95.2% 400 $64K
Trust Co 0.01% No change 379 $61K
TD Capital Management LLC 0.01% Add +0.3% 377 $61K
JFS Wealth Advisors, LLC 0.00% Add +24.3% 373 $60K
Dorato Capital Management 0.04% — 342 $59K
Laurel Wealth Advisors LLC 0.01% New 364 $58K
Alerus Financial NA 0.00% No change 363 $58K
Cornerstone Planning Group LLC 0.01% Add +1950.0% 328 $55K
Root Financial Partners, LLC 0.00% Add +13.5% 328 $53K
Steph & Co. 0.01% Reduce -69.7% 325 $52K
Basecamp Wealth Advisors LLC 0.01% — 318 $51K
Bayforest Capital Ltd 0.04% Reduce -64.5% 311 $50K
DV Trading LLC 0.00% — 310 $50K
Operose Advisors LLC 0.01% No change 300 $48K
TCTC Holdings, LLC 0.00% No change 287 $46K
Eagle Bay Advisors LLC 0.03% New 276 $44K
Clearstead Trust, LLC 0.01% Reduce -3.5% 275 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $43K
Salomon & Ludwin, LLC 0.00% Add +34.8% 252 $42K
Summit Securities Group LLC 0.01% Reduce -66.0% 262 $42K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -10.7% 258 $41K
DV Equities, LLC 0.01% — 247 $40K
Princeton Global Asset Management LLC 0.01% No change 245 $39K
Central Pacific Bank - Trust Division 0.00% Add +12.2% 240 $39K
Hilton Head Capital Partners, LLC 0.02% — 220 $35K
Essential Partners LLC 0.01% Add +27.5% 218 $35K
Harbor Investment Advisory, LLC 0.00% Add +452.6% 210 $34K
Whittier Trust Co. 0.00% No change 199 $34K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 199 $32K
Deseret Mutual Benefit Administrators 0.01% No change 192 $31K
Quent Capital, LLC 0.00% Reduce -3.7% 182 $29K
Valley National Advisers Inc. 0.00% Add +4.0% 181 $29K
TD Private Client Wealth LLC 0.00% Reduce -46.1% 179 $29K
Reflection Asset Management 0.02% — 175 $28K
Rossby Financial, LCC 0.01% Add +10.0% 165 $26K
Creative Financial Designs Inc. 0.00% No change 165 $26K
Johnson Financial Group, Inc. 0.00% Reduce -3.5% 163 $26K
Westside Investment Management, Inc. 0.00% Add +5.5% 154 $25K
MCF Advisors LLC 0.00% New 149 $24K
Bell Investment Advisors, Inc 0.00% No change 144 $23K
Whittier Trust Co. of Nevada Inc. 0.00% No change 132 $22K
GW&K Investment Management, LLC 0.00% Add +3.9% 134 $22K
Birchbrook, Inc. 0.01% No change 131 $21K
Fortitude Family Office, LLC 0.00% Add +0.8% 128 $21K
Lanark Financial, Inc. 0.00% No change 126 $20K
Harbour Investments, Inc. 0.00% Add +13.9% 123 $20K
SageView Advisory Group, LLC 0.00% New 122 $20K
Activest Wealth Management 0.00% Add +60.0% 120 $19K
Smithfield Trust Co 0.00% No change 120 $19K
Jessup Wealth Management, Inc 0.01% New 117 $19K
Farmers & Merchants Investments Inc. 0.00% No change 117 $19K
Quarry LP 0.00% New 113 $18K
Prestige Wealth Management Group LLC 0.00% No change 111 $18K
MV Capital Management, Inc. 0.00% No change 108 $17K
Oakworth Capital, Inc. 0.00% New 102 $16K
Elyxium Wealth, LLC 0.00% New 100 $16K
Raiffeisen Bank International AG 0.00% No change 97 $16K
Glen Eagle Advisors, LLC 0.00% No change 86 $14K
WPG Advisers, LLC 0.01% Reduce -40.9% 84 $13K
Duncker Streett & Co. Inc. 0.00% No change 82 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 81 $13K
SouthState Bank Corp 0.00% Add +39.7% 81 $13K
Manchester Capital Management LLC 0.00% Reduce -80.5% 78 $13K
Golden State Wealth Management, LLC 0.00% No change 75 $12K
Solstein Capital, LLC 0.00% No change 74 $12K
Creative Capital Management Investments LLC 0.00% No change 74 $12K
SBI Securities Co., Ltd. 0.00% Add +14.1% 73 $12K
CBIZ Investment Advisory Services, LLC 0.00% Add +213.6% 69 $11K
Swiss Re Ltd. 0.00% — 66 $11K
Pacific Center for Financial Services 0.00% No change 58 $10K
Private Wealth Management Group, LLC 0.00% No change 62 $10K
Key Financial Inc 0.00% No change 62 $10K
Anchor Investment Management, LLC 0.00% No change 61 $10K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 60 $10K
Washington Trust Advisors, Inc. 0.00% Add +15.7% 59 $10K
Aspect Partners, LLC 0.00% No change 57 $9K
Meeder Asset Management Inc. 0.00% Reduce -3.4% 57 $9K
Richardson Capital Management LLC 0.00% No change 55 $9K
Avion Wealth 0.00% Reduce -5.3% 54 $8K
Retirement Wealth Solutions LLC 0.00% No change 48 $8K
Financial Management Professionals, Inc. 0.00% Reduce -18.6% 48 $8K
Trust Co. of Vermont 0.00% Add +38.2% 47 $8K
CoreCap Advisors, LLC 0.00% Add +51.6% 47 $8K
Kemnay Advisory Services Inc. 0.00% New 46 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.3% 44 $7K
Fairman Group, LLC 0.01% New 44 $7K
Horizon Financial Services, LLC 0.00% No change 44 $7K
Bravera Wealth 0.00% — 41 $7K
Transamerica Financial Advisors, LLC 0.00% Add +86.4% 41 $7K
Wolff Wiese Magana LLC 0.00% No change 40 $6K
Sachetta, LLC 0.00% No change 39 $6K
Cranbrook Wealth Management, LLC 0.00% No change 38 $6K
Howard Hughes Medical Institute 0.00% Reduce -2.6% 38 $6K
Acima Private Wealth, LLC 0.00% No change 38 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 38 $6K
Harvest Fund Management Co., Ltd 0.00% No change 36 $6K
Comprehensive Financial Planning, Inc. 0.00% New 36 $6K
South Plains Financial, Inc. 0.00% No change 36 $6K
Costello Asset Management, INC 0.00% New 36 $6K
SJS Investment Consulting Inc. 0.00% Add +150.0% 35 $6K
PFS Partners, LLC 0.00% No change 34 $5K
McIlrath & Eck, LLC 0.00% No change 34 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $5K
Steigerwald, Gordon & Koch Inc. 0.00% No change 30 $5K
Asset Dedication, LLC 0.00% No change 30 $5K
TD Waterhouse Canada Inc. 0.00% No change 30 $5K
Westfuller Advisors, LLC 0.00% Add +7.7% 28 $4K
Spire Wealth Management 0.00% Add +22.7% 27 $4K
Raffa Wealth Management, LLC 0.00% No change 27 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +71.4% 24 $4K
Quattro Advisors LLC 0.00% — 23 $4K
Abound Wealth Management 0.00% No change 23 $4K
HFM Investment Advisors, LLC 0.00% Add +214.3% 22 $4K
Wealth Watch Advisors, INC 0.00% Reduce -12.5% 21 $3K
Sound Income Strategies, LLC 0.00% New 19 $3K
Albion Financial Group 0.00% No change 19 $3K
Cornerstone Financial Management LLC 0.00% — 19 $3K
Noble Wealth Management PBC 0.00% New 19 $3K
Webster Bank, N. A. 0.00% No change 19 $3K
AdvisorNet Financial, Inc 0.00% Add +35.7% 19 $3K
SHP Wealth Management 0.00% — 19 $3K
Phillip James Consulting Co. 0.05% — 18 $3K
Dunhill Financial, LLC 0.00% Add +11.8% 19 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
True Wealth Design, LLC 0.00% Reduce -15.0% 17 $3K
Wilkerson Advisory Group LLC 0.00% — 17 $3K
International Assets Investment Management, LLC 0.00% New 17 $3K
First Command Advisory Services, Inc. 0.00% New 17 $3K
Kilter Group LLC 0.00% Reduce -20.0% 16 $3K
Avalon Trust Co 0.00% No change 16 $3K
C M Bidwell & Associates Ltd. 0.00% No change 16 $3K
Bogart Wealth, LLC 0.00% Reduce -15.8% 16 $3K
Islay Capital Management, LLC 0.00% New 15 $2K
Valued Wealth Advisors LLC 0.00% Add +40.0% 14 $2K
ORG Partners LLC 0.00% Reduce -48.1% 14 $2K
Sunrise Financial Services, LLC 0.00% — 13 $2K
Principia Wealth Advisory, LLC 0.00% No change 13 $2K
Clark Wealth Partners 0.00% No change 13 $2K
Dogwood Wealth Management LLC 0.00% Add +1200.0% 13 $2K
Morton Brown Family Wealth, LLC 0.00% No change 13 $2K
Rialto Wealth Management, LLC 0.00% Add +8.3% 13 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 12 $2K
Clayton Financial Group LLC 0.00% New 11 $2K
Hughes Financial Services, LLC 0.00% No change 10 $2K
TFC Financial Management, Inc. 0.00% No change 10 $2K
Atlas Capital Advisors Inc. 0.00% — 10 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -81.6% 9 $1K
Elevation Wealth Partners, LLC 0.00% Reduce -27.3% 8 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 7 $1K
1015 Capital Partners, LLC 0.00% — 7 $1K
Rakuten Securities, Inc. 0.00% Add +40.0% 7 $1K
Highline Wealth Partners LLC 0.00% No change 7 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Financial Network Wealth Advisors LLC 0.00% No change 6 $964
Triumph Capital Management 0.00% New 6 $964
Tompkins Financial Corp. 0.00% New 6 $964
WestEnd Advisors, LLC 0.00% Add +50.0% 6 $964
Aventura Private Wealth, LLC 0.00% Reduce -96.4% 5 $803
Seneschal Advisors, LLC 0.00% No change 4 $643
Redwood Park Advisors LLC 0.00% No change 4 $643
American Capital Advisory, LLC 0.00% Add +100.0% 4 $643
Quaker Wealth Management, LLC 0.00% No change 4 $643
Atlantic Private Wealth, LLC 0.00% New 4 $642
SOA Wealth Advisors, LLC. 0.00% No change 3 $513
Financial Consulate, Inc. 0.00% No change 3 $482
Grove Bank & Trust 0.00% No change 3 $482
DecisionPoint Financial, LLC 0.00% No change 3 $482
Caitong International Asset Management Co., Ltd 0.00% New 3 $482
Bartlett & Co. Wealth Management LLC 0.00% No change 3 $482
Quest 10 Wealth Builders, Inc. 0.00% No change 3 $416
Arcadia Investment Management Corp. 0.00% New 2 $322
Turning Point Benefit Group, Inc. 0.00% No change 2 $321
High Note Wealth, LLC 0.00% Add +100.0% 2 $321
Private Wealth Asset Management, LLC 0.00% No change 2 $321
Murphy & Mullick Capital Management Corp 0.00% New 1 $161
Winnacle Wealth LLC 0.00% Reduce -66.7% 1 $161
IMA Advisory Services, Inc. 0.00% No change 1 $160
Y.D. More Investments Ltd 0.00% Reduce -11.8% 127 $64

"% of holder's portfolio" is RJF's weight in each manager's 13F, not the share of Raymond James Financial Inc. the manager owns.