Raymond James FinancialRJF

13F holders, Q1 2026 (March 31)
923holders −12
87new positions
95sold out
10famous investors
$144.66avg. 13F price*

At the end of Q1 2026, 923 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, down 12 from Q4 2025. 87 opened new positions and 95 sold out. The largest holders were BlackRock, Inc. ($2.0B), Vanguard Capital Management LLC ($1.6B) and Wellington Management Group LLP ($1.4B). 10 famous investors held it, including Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions87$643.6M
Exits95$347.0M

All 13F filers, Q4 2025 → Q1 2026: 10,159,281 shares bought and 9,619,873 shares sold, net +539,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 923 holders

BlackRock, Inc. 0.04% Reduce -0.3% 14,119,123 $2.0B
Vanguard Capital Management LLC 0.04% — 11,358,693 $1.6B
Wellington Management Group LLP 0.26% Add +11.6% 9,700,176 $1.4B
Primecap Management Co. 1.07% Add +0.1% 9,347,172 $1.4B
Vanguard Portfolio Management LLC 0.07% — 9,062,289 $1.3B
State Street Corp. 0.04% Reduce -0.7% 7,854,530 $1.1B
FMR LLC 0.04% Add +2.5% 5,846,443 $846.5M
Geode Capital Management, LLC 0.04% Add +1.9% 4,637,162 $668.7M
JPMorgan Chase & Co. 0.04% Reduce -15.9% 4,468,661 $629.6M
T. Rowe Price Investment Management, Inc. 0.34% Reduce -0.9% 3,427,599 $496.3M
Harris Associates (Oakmark Funds) 0.66% New 3,425,321 $496.0M
Victory Capital Management Inc. 0.23% Reduce -10.6% 2,489,689 $360.5M
First Trust Advisors LP 0.25% Reduce -19.9% 2,459,488 $356.1M
Bank of America Corp. 0.03% Add +9.9% 2,449,760 $354.7M
Dimensional Fund Advisors LP 0.07% Add +1.8% 2,399,638 $347.4M
Earnest Partners LLC 1.33% Reduce -4.1% 2,222,599 $321.8M
Invesco Ltd. 0.03% Reduce -8.1% 2,149,881 $311.3M
Morgan Stanley 0.02% Reduce -18.0% 2,149,848 $311.3M
Northern Trust Corp. 0.04% Reduce -1.0% 1,928,526 $279.2M
Massachusetts Financial Services Co. 0.09% Reduce -2.8% 1,878,543 $273.4M
Goldman Sachs Group Inc. 0.03% Reduce -17.4% 1,526,098 $221.0M
Franklin Resources Inc. 0.05% Add +120.1% 1,491,139 $215.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +0.9% 1,419,741 $205.6M
Bank of New York Mellon Corp 0.03% Add +3.3% 1,240,769 $179.7M
Barclays PLC 0.06% Add +68.3% 1,218,874 $176.5M
Legal & General Group Plc 0.04% Add +0.4% 1,195,919 $173.2M
Charles Schwab Investment Management Inc. 0.03% Add +3.0% 1,129,959 $163.6M
HSBC Holdings PLC 0.09% Reduce -4.0% 1,088,793 $157.6M
Harfst & Associates, Inc. 27.43% Reduce -0.6% 1,061,208 $153.7M
Citigroup Inc. 0.09% Add +123.2% 974,924 $141.2M
Vanguard Fiduciary Trust Co. 0.04% — 967,747 $140.1M
Sei Investments Co. 0.12% Reduce -6.8% 920,677 $133.3M
UBS Group AG 0.02% Add +3.9% 874,547 $126.6M
AQR Capital Management 0.05% Reduce -27.6% 793,863 $114.0M
Mercer Global Advisors Inc. 0.16% Reduce -7.6% 731,819 $106.0M
Nuveen, LLC 0.03% Reduce -0.0% 724,435 $104.9M
Raymond James Financial Inc. 0.03% Reduce -4.7% 702,088 $101.7M
Deutsche Bank AG 0.03% Add +2.3% 583,832 $84.5M
Principal Financial Group Inc. 0.04% Reduce -4.3% 548,144 $79.4M
BNP Paribas Financial Markets 0.05% Add +21.6% 532,319 $77.1M
Envestnet Asset Management Inc. 0.02% Reduce -0.5% 509,075 $73.7M
PNC Financial Services Group, Inc. 0.04% Reduce -13.6% 494,268 $71.6M
Munich Reinsurance Co Stock Corp in Munich 1.70% Add +18.3% 478,389 $69.3M
Congress Asset Management Co. 0.49% Reduce -8.3% 471,389 $68.3M
Wells Fargo & Company 0.01% Add +22.2% 438,477 $63.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.1% 430,588 $62.3M
Alliancebernstein L.P. 0.02% Reduce -21.5% 386,107 $62.0M
American Century Companies Inc. 0.03% Add +70.4% 414,205 $60.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.0% 410,604 $59.5M
Amundi 0.02% Add +14.3% 401,301 $58.1M
PFA Pension, Forsikringsaktieselskab 0.17% Reduce 0.0% 397,661 $57.6M
Fisher Asset Management 0.02% Add +1.1% 397,142 $57.5M
Vanguard Global Advisers, LLC 0.03% — 370,740 $53.7M
Prana Capital Management, LP 1.59% Add +54.4% 359,339 $52.0M
California Public Employees Retirement System 0.03% Add +2.7% 347,745 $50.3M
Rhumbline Advisers 0.04% Reduce -1.9% 340,229 $49.3M
Los Angeles Capital Management LLC 0.19% Add +248.0% 338,002 $48.9M
Silvercrest Asset Management Group LLC 0.35% Reduce -14.6% 334,889 $48.5M
Canada Pension Plan Investment Board 0.03% Reduce -11.7% 334,564 $48.4M
Palisade Capital Management, LP 1.70% Reduce -6.7% 326,398 $47.3M
National Pension Service 0.04% Add +9.6% 322,301 $46.7M
New York State Common Retirement Fund 0.07% Reduce -0.8% 321,361 $46.5M
Natixis Advisors, LLC 0.06% Reduce -2.8% 320,316 $46.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -3.7% 299,966 $43.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 299,720 $43.4M
Prudential Financial Inc. 0.05% Reduce -63.8% 296,789 $43.0M
TD Asset Management Inc 0.03% Reduce -5.1% 291,136 $42.2M
T. Rowe Price Associates Inc. 0.00% Reduce -22.5% 285,029 $41.3M
Clearbridge Investments, LLC 0.04% Reduce -0.1% 278,793 $40.4M
Davis Asset Management, L.P. 1.13% No change 270,000 $39.1M
California State Teachers Retirement System 0.04% Reduce -2.6% 269,147 $39.0M
Ameriprise Financial Inc. 0.01% Reduce -19.1% 259,457 $37.7M
Deroy & Devereaux Private Investment Counsel Inc. 1.81% Reduce -0.1% 258,209 $37.4M
Jones Financial Companies LLLP 0.02% Add +5515.0% 258,909 $36.6M
Bank of Montreal 0.01% Reduce -12.2% 244,023 $35.3M
Sterling Capital Management LLC 0.65% Reduce -11.9% 234,365 $33.9M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -45.0% 210,922 $30.5M
Basswood Capital Management, L.L.C. 1.50% Add +31.2% 203,905 $29.5M
SG Americas Securities, LLC 0.03% Add +64.1% 198,547 $28.7M
Schroder Investment Management Group 0.02% Add +1.6% 203,718 $28.7M
Artisan Partners Limited Partnership 0.05% New 195,666 $28.3M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -3.3% 190,863 $27.6M
Royal Bank of Canada 0.01% Reduce -28.0% 182,279 $26.4M
New York State Teachers Retirement System 0.05% Reduce -0.1% 177,016 $25.6M
Federation des caisses Desjardins du Quebec 0.09% Add +2.4% 176,312 $25.5M
Arbejdsmarkedets Tillaegspension 0.63% Add +23.6% 174,290 $25.2M
Premier Fund Managers Ltd 1.75% Reduce -13.5% 175,502 $24.7M
Nomura Asset Management International Inc. 0.04% Reduce -4.7% 170,462 $24.7M
Vest Financial, LLC 0.29% Reduce -29.3% 168,358 $24.4M
Aviva PLC 0.04% Add +1.9% 167,511 $24.3M
North Reef Capital Management LP 0.79% New 159,162 $23.0M
State Board of Administration of Florida Retirement System 0.04% No change 158,696 $23.0M
Danske Bank A/S 0.06% Reduce -9.2% 158,510 $23.0M
Nicholas Company, Inc. 0.44% Add +0.1% 154,840 $22.4M
Baird Financial Group, Inc. 0.04% Reduce -16.4% 154,569 $22.4M
Illinois Municipal Retirement Fund 0.28% Reduce -9.8% 154,144 $22.3M
Korea Investment CORP 0.05% Reduce -26.3% 151,030 $21.9M
Quantinno Capital Management LP 0.04% Reduce -6.3% 148,644 $21.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -22.6% 143,644 $20.8M
Truist Financial Corp. 0.03% Reduce -7.4% 143,227 $20.7M
D. E. Shaw & Co. 0.02% Add +37.7% 141,433 $20.5M
Russell Investments Group, Ltd. 0.02% Reduce -2.2% 136,759 $19.7M
Tudor Investment Corporation 0.11% New 135,715 $19.7M
PhiloSmith Capital Corp 5.48% No change 132,750 $19.2M
Royal London Asset Management Ltd. 0.04% Reduce -0.2% 131,380 $19.0M
FIL Ltd 0.01% Reduce -20.2% 126,472 $18.3M
APG Asset Management N.V. 0.06% Reduce -5.0% 145,132 $18.2M
Adage Capital Partners Gp, L.L.C. 0.03% Add +9.8% 123,150 $17.8M
State of Wisconsin Investment Board 0.04% Add +8.0% 116,194 $16.8M
Aberdeen Group plc 0.03% Add +3.3% 113,186 $16.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -31.2% 111,710 $16.2M
CANADA LIFE ASSURANCE Co 0.03% Add +1.9% 110,278 $16.0M
Nisa Investment Advisors, LLC 0.06% Add +15.1% 108,969 $15.8M
Avity Investment Management Inc. 1.14% Reduce -25.4% 108,160 $15.7M
Citadel Advisors 0.01% Reduce -27.5% 107,294 $15.5M
Squarepoint Ops LLC 0.03% Add +2162.9% 106,336 $15.4M
Toronto Dominion Bank 0.03% Add +29.8% 106,008 $15.3M
Pictet Asset Management Holding SA 0.02% Reduce -1.4% 105,499 $15.3M
Allianz Asset Management GmbH 0.02% Add +33.3% 105,472 $15.3M
National Bank of Canada 0.02% Add +18.0% 103,522 $15.0M
Pinnacle Associates Ltd. 0.19% Reduce -10.8% 103,307 $15.0M
LPL Financial LLC 0.00% Reduce -6.7% 101,529 $14.7M
Geneva Capital Management LLC 0.31% Reduce -6.2% 99,157 $14.4M
Public Employees Retirement System of Ohio 0.05% Add +0.6% 97,829 $14.2M
Treasurer of the State of North Carolina 0.04% Add +3.9% 97,381 $14.1M
Bragg Financial Advisors, Inc 0.44% Add +4.2% 96,469 $14.0M
Capital Wealth Planning, LLC 0.08% No change 94,260 $13.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -11.9% 93,602 $13.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.4% 86,414 $12.5M
Vanguard Investments Australia, Ltd. 0.04% — 86,144 $12.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -21.5% 84,643 $12.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +2.0% 84,239 $12.2M
Tredje AP-fonden 0.06% Add +333.3% 81,611 $11.8M
Asset Management One Co., Ltd. 0.03% Reduce -7.1% 79,902 $11.6M
Thrivent Financial for Lutherans 0.02% Reduce -4.2% 78,724 $11.4M
Mn Services Vermogensbeheer B.V. 0.07% No change 74,913 $10.8M
Chilton Investment Co. Inc. 0.25% New 73,945 $10.7M
KLP Kapitalforvaltning As 0.04% No change 70,278 $10.2M
Osaic Holdings, Inc. 0.01% Reduce -12.0% 70,075 $10.1M
Blue Sparrow, LLC 0.17% No change 70,000 $10.1M
Handelsbanken Fonder AB 0.03% Reduce -2.0% 69,239 $10.0M
Nemes Rush Group LLC 0.93% Reduce -1.7% 67,475 $9.8M
Susquehanna Fundamental Investments, LLC 0.35% New 65,186 $9.4M
Nomura Asset Management Co. Ltd. 0.02% Add +0.7% 64,744 $9.4M
Am Investment Strategies LLC 2.04% No change 64,063 $9.3M
Stifel Financial Corp. 0.01% Reduce -0.3% 63,615 $9.2M
State of Tennessee, Department of Treasury 0.03% Add +0.2% 63,244 $9.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -33.4% 63,657 $9.1M
Credit Agricole S A 0.03% Reduce -12.3% 62,764 $9.1M
Creative Planning 0.01% Add +8.6% 62,072 $9.0M
State of New Jersey Common Pension Fund D 0.03% No change 61,901 $9.0M
Peterson Wealth Services 2.21% Add +1.5% 61,861 $9.0M
Resona Asset Management Co.,Ltd. 0.04% Add +1.4% 59,974 $8.6M
XTX Topco Ltd 0.15% Add +45.0% 58,903 $8.5M
US Bancorp \de 0.01% Reduce -2.3% 58,432 $8.5M
Aware Super Pty Ltd as trustee of Aware Super 0.13% — 58,212 $8.4M
Acadian Asset Management LLC 0.01% Add +1192.5% 57,634 $8.3M
Fifth Third Bancorp 0.02% Add +114.4% 56,970 $8.2M
Wilmington Savings Fund Society, FSB 0.19% Reduce -4.0% 54,785 $7.9M
Cetera Investment Advisers 0.01% Add +2.3% 54,241 $7.9M
CWA Asset Management Group, LLC 0.27% Reduce -5.8% 53,719 $7.8M
CIBC Bancorp USA Inc. 0.01% — 53,202 $7.7M
New Age Alpha Advisors, LLC 0.36% Reduce -3.5% 52,874 $7.7M
Private Capital Management, LLC 0.78% Reduce -4.5% 52,798 $7.6M
Waverly Advisors, LLC 0.06% Reduce -0.2% 52,198 $7.6M
Vinva Investment Management Ltd 0.09% Reduce -69.6% 53,129 $7.5M
Hantz Financial Services, Inc. 0.11% Reduce -15.1% 51,698 $7.5M
Man Group plc 0.02% Reduce -83.7% 51,099 $7.4M
Quantbot Technologies LP 0.30% New 51,058 $7.4M
Arizona State Retirement System 0.04% Reduce -1.9% 50,955 $7.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.26% Reduce -27.2% 50,839 $7.4M
Burney Co./ 0.23% Reduce -11.1% 50,419 $7.3M
Numerai GP LLC 0.73% New 50,210 $7.3M
Morningstar Investment Management LLC 0.45% Add +92.7% 50,079 $7.3M
Greenfield Seitz Capital Management, LLC 2.18% Add +0.4% 49,911 $7.2M
Public Sector Pension Investment Board 0.02% Add +11.2% 49,882 $7.2M
Lighthouse Investment Partners, LLC 0.27% Add +15.9% 49,348 $7.1M
Czech National Bank 0.05% Add +2.8% 47,772 $6.9M
State of Michigan Retirement System 0.04% Reduce -0.6% 47,744 $6.9M
New England Professional Planning Group Inc. 2.83% Add +0.3% 46,834 $6.8M
Two Sigma Investments, LP 0.01% Add +40.9% 45,791 $6.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +2.1% 44,854 $6.5M
CIBC Asset Management Inc 0.02% Add +3.7% 44,850 $6.5M
Palmer Knight Co 3.09% Reduce -1.3% 43,781 $6.3M
Ancora Advisors LLC 0.13% Reduce -1.2% 43,581 $6.3M
Mackenzie Financial Corp. 0.01% Add +5.5% 42,970 $6.2M
Storebrand Asset Management As 0.02% Reduce -18.6% 42,761 $6.2M
Rafferty Asset Management, LLC 0.03% Reduce -20.7% 42,647 $6.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +81.8% 42,439 $6.1M
Swiss Life Asset Management Ltd 0.03% Add +9.3% 42,151 $6.1M
Lord, Abbett & Co. LLC 0.02% Reduce -1.4% 41,823 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 41,031 $5.9M
LMG Wealth Partners, LLC 1.08% Add +1.1% 40,886 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.4% 40,861 $5.9M
Westfield Capital Management Co. LP 0.02% No change 40,095 $5.8M
OneDigital Investment Advisors LLC 0.06% Reduce -1.9% 39,911 $5.8M
DNB Asset Management AS 0.02% Add +7.5% 39,612 $5.7M
IFM Investors Pty Ltd 0.05% Add +5.9% 39,423 $5.7M
Panagora Asset Management Inc. 0.02% Add +675.0% 38,696 $5.6M
Cahaba Wealth Management, Inc. 0.38% Add +0.7% 38,564 $5.6M
Voya Investment Management LLC 0.01% Add +1.1% 38,491 $5.6M
Kettle Hill Capital Management, LLC 1.39% New 38,260 $5.5M
SEB Asset Management AB 0.02% — 38,083 $5.5M
Captrust Financial Advisors 0.01% Reduce -5.7% 37,852 $5.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +16.9% 37,723 $5.5M
Retirement Systems of Alabama 0.02% Reduce -0.7% 37,250 $5.4M
Corient Private Wealth LP 0.01% Add +12.4% 37,154 $5.4M
ProShare Advisors LLC 0.01% Reduce -4.8% 36,935 $5.3M
KBC Group NV 0.01% Reduce -19.1% 36,522 $5.3M
Pathstone Holdings, LLC 0.02% Add +2.5% 36,157 $5.2M
Swedbank AB 0.01% Reduce -13.0% 36,064 $5.2M
Cibc World Market Inc. 0.01% Add +57.4% 35,359 $5.1M
Voleon Capital Management LP 0.11% Add +367.9% 35,264 $5.1M
QRG Capital Management, Inc. 0.05% Add +535.9% 35,053 $5.1M
Allstate Corp. 0.05% Add +154.5% 35,041 $5.1M
Raiffeisen Bank International AG 0.07% Add +36480.4% 35,483 $5.0M
DekaBank Deutsche Girozentrale 0.01% No change 33,882 $5.0M
Oppenheimer Asset Management Inc. 0.06% Reduce -1.3% 34,137 $4.9M
USS Investment Management Ltd 0.02% Add +3.2% 33,147 $4.8M
Heartland Advisors Inc. 0.24% Add +72.8% 32,842 $4.8M
Amalgamated Bank 0.04% Reduce -3.0% 32,759 $4.7M
OP Asset Management Ltd 0.05% Reduce -38.0% 32,725 $4.7M
Daiwa Securities Group Inc. 0.01% Reduce -11.3% 32,499 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -33.6% 37,109 $4.7M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 31,932 $4.6M
Macquarie Group Ltd. 0.03% Add +3.7% 31,655 $4.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.5% 31,335 $4.5M
NewEdge Advisors, LLC 0.02% Reduce -2.8% 31,020 $4.5M
World Investment Advisors 0.07% Reduce -2.0% 30,789 $4.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Reduce -4.5% 30,734 $4.4M
Hennion & Walsh Asset Management, Inc. 0.15% Add +1.2% 30,477 $4.4M
Bokf, NA 0.07% Reduce -6.0% 30,402 $4.4M
Xponance LLC 0.03% Add +15.6% 30,145 $4.4M
Assenagon Asset Management S.A. 0.01% Add +13.9% 30,036 $4.3M
Kestra Advisory Services, LLC 0.02% Add +18.1% 29,934 $4.3M
Bridgewater Associates 0.02% Reduce -53.1% 29,814 $4.3M
Access Investment Management LLC 1.15% Add +0.2% 29,716 $4.3M
NEOS Investment Management LLC 0.02% Reduce -4.3% 29,404 $4.2M
Utah Retirement Systems 0.04% Reduce -3.3% 28,982 $4.2M
Eurizon Capital SGR S.p.A. 0.01% Reduce -1.3% 29,693 $4.2M
Cardinal Capital Management 0.53% Add +0.8% 28,614 $4.1M
Systematic Financial Management LP 0.09% Reduce -3.0% 28,486 $4.1M
Cwm, LLC 0.01% Reduce -5.7% 28,242 $4.1M
Beacon Pointe Advisors, LLC 0.02% New 28,104 $4.1M
Dean Investment Associates, LLC 0.57% Add +18.1% 28,072 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.3% 27,432 $4.0M
Focus Partners Wealth 0.00% Reduce -12.5% 27,308 $4.0M
Neuberger Berman Group LLC 0.00% Reduce -9.6% 26,975 $3.9M
Summit Trail Advisors, LLC 0.06% Add +257.0% 26,943 $3.9M
O'shaughnessy Asset Management, LLC 0.02% Add +16.5% 26,864 $3.9M
Concurrent Investment Advisors, LLC 0.04% Add +16.8% 26,665 $3.9M
UniSuper Management Pty Ltd 0.03% Add +34.8% 26,477 $3.8M
Buckhead Capital Management LLC 1.44% Reduce -2.3% 26,370 $3.8M
New York Life Investment Management LLC 0.03% Add +1.7% 26,158 $3.8M
Janney Montgomery Scott LLC 0.01% Reduce -23.3% 26,040 $3.8M
Rakuten Investment Management, Inc. 0.01% Add +12.2% 26,641 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.9% 25,857 $3.7M
Cumberland Partners Ltd 0.28% Reduce -11.3% 25,800 $3.7M
Bank of Nova Scotia 0.01% Reduce -63.0% 25,355 $3.7M
Dana Investment Advisors, Inc. 0.11% Reduce -1.0% 25,006 $3.6M
Gradient Investments LLC 0.06% New 24,951 $3.6M
Nordea Investment Management AB 0.00% Add +32.4% 25,130 $3.6M
MML Investors Services, LLC 0.01% Add +13.3% 24,506 $3.5M
Ensign Peak Advisors, Inc 0.01% Add +33.3% 24,393 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +0.4% 24,138 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% No change 24,032 $3.5M
Cullen Investment Group, LTD. 0.46% Reduce -0.9% 23,953 $3.5M
Cerity Partners LLC 0.00% Reduce -1.5% 23,754 $3.4M
OMERS ADMINISTRATION Corp 0.02% Add +15.5% 23,675 $3.4M
Wealthfront Advisers LLC 0.01% Reduce -4.6% 23,580 $3.4M
Empowered Funds, LLC 0.02% New 23,362 $3.4M
Susquehanna International Group, LLP 0.00% Reduce -70.4% 22,617 $3.3M
Barnes Pettey Financial Advisors, LLC 1.41% Reduce -1.1% 22,402 $3.2M
Siemens Fonds Invest GmbH 0.18% No change 21,798 $3.2M
Schneider Downs Wealth Management Advisors, LP 0.34% Reduce -0.2% 21,546 $3.1M
Janus Henderson Group PLC 0.00% Reduce -5.5% 21,522 $3.1M
Regions Financial Corp. 0.02% Reduce -12.5% 21,363 $3.1M
Schonfeld Strategic Advisors LLC 0.03% Reduce -78.9% 21,341 $3.1M
Kaydan Wealth Management, Inc. 1.03% No change 21,175 $3.1M
Graphene Investments SAS 1.99% No change 20,500 $3.0M
Ethic Inc. 0.05% Add +4.3% 20,481 $3.0M
HighTower Advisors, LLC 0.00% Add +3.8% 20,305 $2.9M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.5% 20,080 $2.9M
Van Eck Associates Corp. 0.00% Add +281.8% 20,027 $2.9M
MAI Capital Management 0.02% Reduce -1.3% 19,808 $2.9M
Gotham Asset Management 0.01% Reduce -1.2% 19,741 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -22.7% 19,662 $2.8M
Millstone Evans Group, LLC 1.68% Add +1.8% 19,339 $2.8M
Elevation Point Wealth Partners, LLC 0.07% Add +44.3% 19,243 $2.8M
Brooklyn Investment Group 0.09% Reduce -1.7% 19,224 $2.8M
Center for Financial Planning, Inc. 0.29% Reduce -0.8% 19,124 $2.8M
Stuart Investment Advisors, Inc. 1.21% No change 19,115 $2.8M
Atria Investments, Inc 0.03% Reduce -7.0% 19,096 $2.8M
Hancock Whitney Corp. 0.05% Reduce -1.3% 18,141 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -1.4% 18,658 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -3.3% 18,473 $2.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -17.9% 18,905 $2.7M
B. Metzler seel. Sohn & Co. AG 0.02% Add +1.4% 18,365 $2.7M
Sovereign's Capital Management, LLC 1.94% Reduce -3.6% 18,191 $2.6M
Sanctuary Advisors, LLC 0.01% Reduce -4.2% 18,139 $2.6M
Steward Partners Investment Advisory, LLC 0.01% Add +25.2% 17,889 $2.6M
Public Employees Retirement Association of Colorado 0.01% No change 17,786 $2.6M
Wellspring Financial Advisors, LLC 0.19% Add +0.0% 17,372 $2.5M
State of Alaska, Department of Revenue 0.03% Reduce -0.8% 17,319 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -17.2% 17,095 $2.5M
Voloridge Investment Management, LLC 0.01% New 17,036 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.2% 16,906 $2.4M
Cullen Capital Management, LLC 0.03% Add +27.0% 16,866 $2.4M
Candriam S.C.A. 0.01% Add +0.3% 16,832 $2.4M
Aft, Forsyth & Sober, LLC 0.73% No change 16,500 $2.4M
United Asset Strategies, Inc. 0.19% Add +3.0% 16,400 $2.4M
V-Square Quantitative Management LLC 0.24% Add +0.3% 15,844 $2.3M
Mediolanum International Funds Ltd 0.02% Reduce -8.6% 15,527 $2.2M
Intellus Advisors LLC 0.30% Add +7.2% 14,995 $2.2M
&partners 0.01% Reduce -0.9% 14,874 $2.1M
Nilsine Partners, LLC 0.17% Add +29.1% 13,775 $2.1M
Gulf International Bank (UK) Ltd 0.05% Add +48.4% 14,619 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,343 $2.1M
D.A. Davidson & Co. 0.01% Reduce -0.6% 14,309 $2.1M
High Net Worth Advisory Group LLC 0.48% Add +2.2% 14,265 $2.1M
White Pine Capital LLC 0.56% Reduce -0.2% 14,205 $2.1M
Dean Capital Management 0.85% Add +15.1% 14,181 $2.1M
Stablepoint Partners, LLC 0.30% Add +2.7% 14,014 $2.0M
Davis Investment Partners, LLC 0.71% Add +0.3% 13,973 $2.0M
WINTON GROUP Ltd 0.07% Reduce -65.0% 13,763 $2.0M
Elo Mutual Pension Insurance Co 0.03% Reduce -29.8% 13,642 $2.0M
Park Avenue Securities LLC 0.02% New 13,623 $2.0M
Apollon Wealth Management, LLC 0.03% Reduce -7.7% 13,612 $2.0M
Inceptionr LLC 0.47% Add +193.4% 13,595 $2.0M
Investment Management Corp of Ontario 0.03% Add +4.7% 13,401 $1.9M
Ilmarinen Mutual Pension Insurance Co 0.02% New 13,381 $1.9M
Empire Life Investments Inc. 0.12% Add +0.5% 13,419 $1.9M
Heritage Wealth Advisors 0.07% No change 13,186 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.1% 12,901 $1.9M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -14.4% 12,827 $1.9M
William B. Walkup & Associates, Inc. 1.11% Add +2.2% 13,335 $1.9M
M&T Bank Corp 0.01% Reduce -3.6% 12,720 $1.8M
Klingman & Associates, LLC 0.09% Add +0.1% 12,243 $1.8M
Brevan Howard Capital Management LP 0.02% Add +535.4% 11,970 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -39.9% 11,965 $1.7M
NorthCoast Asset Management LLC 0.04% Reduce -3.6% 11,917 $1.7M
Oarsman Capital, Inc. 0.21% Add +0.8% 11,814 $1.7M
Fairtree Asset Management (Pty) Ltd 0.78% No change 11,665 $1.7M
Bank of New Hampshire 0.38% Reduce -0.1% 11,569 $1.7M
Virtus Investment Advisers, LLC 0.45% Reduce -6.0% 11,228 $1.6M
Allen Investment Management, LLC 0.02% No change 11,150 $1.6M
Mgo One Seven LLC 0.03% Reduce -50.5% 11,126 $1.6M
Caisse de depot et placement du Quebec 0.00% Reduce -63.3% 11,030 $1.6M
Norinchukin Bank, The 0.02% Reduce -0.1% 10,924 $1.6M
Jane Street Group, LLC 0.00% Reduce -66.8% 10,778 $1.6M
Capital Fund Management S.A. 0.01% Reduce -85.9% 10,730 $1.6M
Keybank National Association 0.01% Reduce -1.5% 10,694 $1.5M
Mizuho Securities USA LLC 0.04% Reduce -17.4% 10,604 $1.5M
Wedmont Private Capital 0.05% Reduce -0.7% 10,354 $1.5M
Natixis 0.01% Reduce -70.1% 10,309 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -1.4% 10,192 $1.5M
Hartford Investment Management Co. 0.05% Reduce -2.0% 10,087 $1.5M
Golden Road Advisors LLC 0.84% New 10,061 $1.5M
HUB Investment Partners, LLC 0.04% Add +4.0% 9,962 $1.4M
Campbell & CO Investment Adviser LLC 0.08% Reduce -76.8% 9,943 $1.4M
FORA Capital, LLC 0.10% New 9,776 $1.4M
GHP Investment Advisors, Inc. 0.06% Add +19.6% 9,680 $1.4M
Florida Trust Wealth Management Co 0.04% Add +0.4% 9,679 $1.4M
Western Wealth Management, LLC 0.05% New 9,634 $1.4M
Crossmark Global Holdings, Inc. 0.02% Reduce -41.5% 9,611 $1.4M
Gladstone Institutional Advisory LLC 0.05% Add +7.5% 9,581 $1.4M
Meridian Wealth Advisors, LLC 0.18% Add +0.1% 9,579 $1.4M
Banque Cantonale Vaudoise 0.05% Reduce -19.7% 9,557 $1.4M
Curi Capital, LLC 0.02% Add +0.6% 9,550 $1.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% No change 9,500 $1.4M
Atlas Wealth LLC 0.55% No change 9,475 $1.4M
Board of the Pension Protection Fund 1.24% Add +2225.0% 9,300 $1.3M
Advocacy Wealth Management, LLC 0.06% Reduce -0.1% 9,262 $1.3M
Gator Capital Management, LLC 0.29% New 9,253 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -34.5% 9,236 $1.3M
Osmosis Investment Management UK Ltd 0.04% Add +102.6% 9,111 $1.3M
Patton Fund Management, Inc. 0.22% Reduce -58.6% 9,008 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.5% 9,001 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% Add +9.5% 8,939 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 8,900 $1.3M
Maryland State Retirement & Pension System 0.03% No change 8,886 $1.3M
CI Investments Inc. 0.01% Reduce -0.5% 8,848 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -37.2% 8,772 $1.3M
Tidal Investments LLC 0.00% Add +106.2% 8,788 $1.3M
Commerce Bank 0.01% Reduce -7.1% 8,612 $1.2M
Bill Few Associates, Inc. 0.30% No change 8,595 $1.2M
Signaturefd, LLC 0.02% Reduce -0.3% 8,514 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -2.0% 8,514 $1.2M
Atlantic Union Bankshares Corp 0.02% Add +0.0% 8,477 $1.2M
Chiron Capital Management, LLC 1.25% — 8,450 $1.2M
Formidable Asset Management, LLC 0.19% Add +0.0% 7,618 $1.2M
Abn Amro Investment Solutions 0.02% Add +17.5% 8,437 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -7.5% 8,412 $1.2M
Cyndeo Wealth Partners, LLC 0.06% Add +4.2% 8,389 $1.2M
Andrew Hill Investment Advisors, Inc. 1.06% New 8,170 $1.2M
New Mexico Educational Retirement Board 0.04% No change 8,075 $1.2M
Tower Bridge Advisors 0.11% No change 8,059 $1.2M
Vident Advisory, LLC 0.01% Reduce -59.9% 8,050 $1.2M
TT International Asset Management LTD 0.13% New 8,022 $1.2M
Trust Co. of Toledo NA 0.11% No change 7,998 $1.2M
ING Groep NV 0.01% Reduce -2.1% 7,967 $1.2M
Alpine Woods Capital Investors, LLC 0.28% Reduce -23.9% 7,916 $1.1M
CPC Advisors, LLC 0.18% Reduce -3.9% 7,862 $1.1M
Caprock Group, LLC 0.03% Reduce -20.9% 7,732 $1.1M
Capital Investment Advisors, LLC 0.02% Add +0.8% 7,698 $1.1M
Fulton Bank, N.A. 0.04% Add +3.5% 7,677 $1.1M
JSF Financial, LLC 0.22% Add +6.4% 7,621 $1.1M
Metis Global Partners, LLC 0.03% Reduce -8.2% 7,564 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +6.5% 7,474 $1.1M
Muirfield Wealth Advisors LLC 0.79% Add +4.9% 7,437 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.29% Reduce -2.5% 7,339 $1.1M
Adelphi Trust Co 0.86% No change 7,321 $1.1M
Woodline Partners LP 0.00% Reduce -75.9% 7,317 $1.1M
Lebenthal Global Advisors, LLC 0.15% Add +105.1% 7,308 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.58% Add +6.0% 7,240 $1.0M
Oxford Financial Group, LTD. LLC 0.06% Reduce -1.6% 7,213 $1.0M
MUFG Securities EMEA plc 0.02% Reduce -0.5% 7,191 $1.0M
Gateway Investment Advisers LLC 0.01% Add +18.4% 7,159 $1.0M
Intech Investment Management LLC 0.01% Reduce -20.9% 7,142 $1.0M
West Michigan Advisors, LLC 0.23% No change 7,140 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 6,963 $1.0M
Saudi Central Bank 0.02% New 6,924 $1.0M
Skylands Capital, LLC 0.13% Add +51.6% 6,725 $970K
Vestcor Inc 0.03% No change 6,636 $961K
Intrust Bank NA 0.08% Add +4.6% 6,630 $960K
One Plus One Wealth Management, LLC 0.39% Reduce -9.6% 6,450 $934K
Yorktown Management & Research Co Inc 0.78% No change 6,450 $934K
Stephens Inc. 0.01% Reduce -1.0% 6,434 $932K
GAMMA Investing LLC 0.04% Reduce -4.6% 6,399 $927K
Twin Capital Management Inc. 0.12% No change 6,346 $919K
Staley Capital Advisers Inc. 0.04% No change 6,250 $905K
Empirical Finance, LLC 0.04% Reduce -0.3% 6,213 $900K
E. Ohman J:or Asset Management AB 0.02% Reduce -16.6% 6,017 $871K
Uniting Wealth Partners, LLC 0.19% Reduce -4.8% 6,006 $870K
Generali Asset Management SPA SGR 0.02% Reduce -51.7% 5,958 $863K
Lombard Odier Asset Management (Switzerland) SA 0.03% New 5,900 $854K
Guinness Asset Management LTD 0.01% Reduce -1.1% 5,879 $851K
Jump Financial, LLC 0.01% New 5,850 $847K
Y-Intercept (Hong Kong) Ltd 0.02% Add +60.0% 5,830 $844K
AlphaCore Capital LLC 0.02% Reduce -25.4% 5,741 $831K
Systematic Alpha Investments, LLC 0.03% No change 5,700 $825K
HBK Sorce Advisory LLC 0.02% Add +1.1% 5,287 $816K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 5,613 $813K
Intact Investment Management Inc. 0.02% No change 5,500 $796K
Moody National Bank Trust Division 0.08% Add +13.8% 5,451 $789K
Signature Wealth Management Group 0.30% No change 5,415 $784K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -0.7% 5,384 $780K
AE Wealth Management LLC 0.00% New 5,306 $768K
Blue Trust, Inc. 0.01% Add +3.2% 5,300 $767K
HB Wealth Management, LLC 0.00% Add +8.5% 5,246 $760K
Evergreen Capital Management LLC 0.02% Add +110.8% 5,202 $753K
North Dakota State Investment Board 0.03% Reduce -17.9% 5,154 $746K
Gsa Capital Partners LLP 0.05% New 5,152 $746K
Peak Planning Group, LLC 0.21% Reduce -16.8% 5,140 $744K
Bradley Foster & Sargent Inc. 0.01% Reduce -10.2% 5,039 $730K
Net Worth Advisory Group 0.15% Reduce -0.4% 5,030 $728K
denkapparat Operations GmbH 0.30% Add +11.1% 5,016 $726K
Millennium Management 0.00% Reduce -98.2% 5,013 $726K
Coldstream Capital Management Inc. 0.01% Add +10.6% 4,988 $722K
Bridgewater Advisors Inc. 0.04% Reduce -11.1% 4,678 $718K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +2.6% 4,928 $714K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.5% 4,890 $708K
EFG International AG 0.02% Add +0.0% 4,868 $705K
Mufg Securities Americas Inc. 0.05% Add +2.2% 4,854 $703K
Tranquility Partners, LLC 0.26% No change 4,847 $702K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 4,811 $697K
Avanza Fonder AB 0.02% Add +2.1% 4,790 $694K
GMO 0.00% Reduce -8.8% 4,740 $686K
Calydon Capital 0.11% Add +6.5% 4,698 $680K
Securian Asset Management, Inc. 0.03% Reduce -2.1% 4,680 $678K
one8zero8, LLC 0.15% No change 4,637 $671K
Lido Advisors, LLC 0.00% Add +15.8% 4,612 $668K
Citizens Financial Group Inc. 0.01% Reduce -89.7% 4,612 $668K
Nomura Holdings Inc. 0.01% Reduce -2.6% 4,588 $664K
Plato Investment Management Ltd 0.04% No change 4,559 $660K
ABLE Financial Group, LLC 0.13% Add +5.4% 4,538 $657K
Wetzel Investment Advisors, Inc. 0.26% Add +12.4% 4,529 $656K
Quadrant Capital Group LLC 0.02% Add +3.3% 4,523 $655K
Canada Post Corp Registered Pension Plan 0.03% No change 4,483 $649K
Johnson Investment Counsel Inc. 0.01% Add +1.4% 4,414 $639K
Tema ETFs LLC 0.04% Add +0.5% 4,383 $635K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.8% 4,283 $620K
STRS Ohio 0.00% Reduce -0.2% 4,265 $618K
Harrell Investment Partners, LLC 0.14% Reduce -0.2% 4,182 $605K
Kingswood Wealth Advisors, LLC 0.03% Add +7.8% 4,118 $596K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.0% 4,074 $590K
NorthCrest Asset Manangement, LLC 0.02% Reduce -35.8% 4,148 $590K
Dynamic Technology Lab Private Ltd 0.09% New 3,927 $569K
Tectonic Advisors LLC 0.03% Add +12.5% 3,889 $563K
Cambridge Investment Research Advisors, Inc. 0.00% Add +94.1% 3,876 $561K
Norden Group LLC 0.05% Reduce -7.4% 3,873 $561K
Crestwood Advisors Group, LLC 0.01% Reduce -30.7% 3,854 $558K
Savant Capital, LLC 0.00% Add +4.7% 3,828 $554K
Global Financial Private Client, LLC 0.18% Add +0.7% 3,821 $553K
Qsemble Capital Management, LP 0.04% New 3,814 $552K
Benjamin Edwards Inc. 0.01% Add +6.2% 3,813 $552K
Legacy Financial Advisors, Inc. 0.08% New 3,787 $548K
Prudential PLC 0.00% No change 3,777 $547K
Caitlin John, LLC 0.33% Reduce -28.3% 3,764 $545K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,744 $542K
Nvwm, LLC 0.12% Add +4.8% 3,721 $539K
Integrated Advisors Network LLC 0.03% Reduce -71.2% 3,697 $535K
Capstone Investment Advisors, LLC 0.01% Add +9.1% 3,676 $532K
Keating Financial Advisory Services, Inc. 0.09% Reduce -0.9% 3,663 $530K
Rehmann Capital Advisory Group 0.03% Add +17.2% 3,662 $530K
Fifth Third Wealth Advisors LLC 0.02% Add +11.2% 3,588 $520K
Guggenheim Capital LLC 0.00% Reduce -2.5% 3,576 $518K
Callan Family Office, LLC 0.01% Reduce -9.7% 3,522 $510K
Vise Technologies, Inc. 0.01% No change 3,169 $509K
Texas Yale Capital Corp. 0.01% No change 3,445 $499K
Cookson Peirce & Co. Inc. 0.02% Reduce -51.0% 3,409 $494K
Westerkirk Capital Inc. 0.05% Reduce -5.6% 3,400 $492K
Greenleaf Trust 0.00% Add +14.2% 3,395 $492K
Atlanta Consulting Group Advisors, LLC 0.11% No change 3,383 $490K
Syon Capital LLC 0.02% Reduce -28.9% 3,370 $488K
BOK Financial Private Wealth, Inc. 0.03% Reduce -14.3% 3,356 $486K
Waterloo Capital, L.P. 0.03% Add +2.6% 3,330 $482K
Chicago Partners Investment Group LLC 0.01% Add +100.3% 3,073 $475K
Tower Research Capital LLC (TRC) 0.01% Reduce -46.5% 3,264 $473K
Brighton Jones LLC 0.01% New 3,241 $469K
Beverly Hills Private Wealth, LLC 0.08% Reduce -1.4% 3,235 $468K
Visionary Wealth Advisors 0.02% Reduce -2.4% 3,227 $467K
Level Four Advisory Services, LLC 0.02% Add +8.2% 3,223 $467K
Kingsview Wealth Management, LLC 0.01% Reduce -84.3% 3,193 $462K
ASR Vermogensbeheer N.V. 0.01% Add +2.2% 3,171 $459K
Aaron Wealth Advisors LLC 0.03% Reduce -36.0% 3,150 $456K
Huntington National Bank 0.00% Reduce -11.0% 3,124 $452K
Merit Financial Group, LLC 0.00% Reduce -18.8% 3,112 $451K
Loomis Sayles & Co. L P 0.00% No change 3,090 $447K
Novak & Powell Financial Services, Inc. 0.24% No change 3,073 $445K
Quad-Cities Investment Group, LLC 0.18% Add +0.3% 3,071 $445K
Bessemer Group Inc. 0.00% Reduce -4.4% 3,070 $444K
Coquina Private Wealth LLC 0.36% No change 3,064 $444K
Horizon Investments, LLC 0.01% Add +3.9% 3,066 $442K
Brown Brothers Harriman & Co. 0.00% Add +14.9% 2,999 $434K
Oppenheimer & Co. Inc. 0.01% Reduce -1.5% 2,928 $424K
EntryPoint Capital, LLC 0.12% New 2,924 $423K
Tannin Capital LLC 0.31% Add +19.2% 2,912 $422K
Shulman DeMeo Asset Management LLC 0.09% Reduce -0.9% 2,898 $420K
Kestra Private Wealth Services, LLC 0.01% Add +13.2% 2,887 $418K
Venturi Wealth Management, LLC 0.02% Reduce -6.5% 2,866 $415K
IFP Advisors, Inc 0.01% Add +97.4% 2,842 $411K
Sowell Financial Services LLC 0.02% Reduce -12.8% 2,829 $410K
TCW Group Inc. 0.00% Add +5.0% 2,827 $409K
Walleye Capital LLC 0.00% Reduce -98.5% 2,822 $409K
Legacy Wealth Asset Management, LLC 0.10% Add +1.1% 2,813 $407K
Teacher Retirement System of Texas 0.00% Reduce -55.5% 2,797 $405K
Ballentine Partners, LLC 0.01% Add +0.9% 2,779 $402K
Smartleaf Asset Management LLC 0.01% Reduce -4.8% 2,845 $401K
FORM Wealth Advisors, LLC 0.05% Add +0.3% 2,762 $400K
Checchi Capital Advisers, LLC 0.03% Add +18.1% 2,760 $400K
MTM Investment Management, LLC 0.13% No change 2,752 $398K
Anchyra Partners LLC 0.12% Add +0.1% 2,740 $397K
Blair William & Co. 0.00% Reduce -5.5% 2,730 $395K
Argus Investors' Counsel, Inc. 0.35% Reduce -9.5% 2,724 $394K
Great Lakes Retirement, Inc. 0.04% Reduce -8.0% 2,724 $394K
Cornerstone Wealth Group, LLC 0.03% Reduce -1.6% 2,506 $387K
Leuthold Group, LLC 0.04% Reduce -90.4% 2,642 $383K
Wealthspire Advisors, LLC 0.00% Reduce -63.5% 2,641 $382K
Pursuit Wealth Strategies, LLC 0.53% Add +0.2% 2,626 $380K
Balyasny Asset Management L.P. 0.00% Reduce -98.0% 2,618 $379K
Blue Chip Partners, LLC 0.03% Add +0.3% 2,605 $377K
Agate Pass Investment Management, LLC 0.15% Reduce -3.7% 2,582 $374K
Prospera Financial Services Inc 0.01% Add +1.1% 2,580 $374K
Calton & Associates, Inc. 0.05% No change 2,557 $370K
CX Institutional 0.01% Add +24.1% 2,543 $368K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +38.4% 2,530 $366K
Phillips Wealth Planners LLC 0.28% Add +0.3% 2,421 $366K
Choreo, LLC 0.00% Reduce -27.1% 2,504 $363K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.7% 2,498 $362K
AlphaGrep UK Ltd 0.11% Reduce -32.6% 2,498 $362K
First Eagle Investment Management, LLC 0.00% Add +4.4% 2,471 $358K
Meeder Advisory Services, Inc. 0.01% Add +3.0% 2,469 $358K
Darwin Wealth Management, LLC 0.11% Add +0.3% 2,441 $354K
Morey & Quinn Wealth Partners, LLC 0.25% Add +0.3% 2,435 $353K
Westpac Banking Corp. 0.02% Reduce -1.8% 2,435 $353K
Evercore Wealth Management, LLC 0.01% No change 2,428 $352K
Drive Wealth Management, LLC 0.07% Reduce -0.6% 2,402 $348K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 2,400 $347K
Vontobel Holding Ltd. 0.00% No change 2,397 $347K
Mattson Financial Services, LLC 0.08% New 2,358 $341K
Samalin Investment Counsel, LLC 0.12% Reduce -2.0% 2,350 $340K
Brown Financial Advisors 0.13% New 2,342 $339K
Mirabella Financial Services LLP 0.03% New 2,337 $338K
Cadent Capital Advisors, LLC 0.09% No change 2,325 $337K
Erste Asset Management GmbH 0.00% No change 2,389 $337K
Salem Investment Counselors Inc. 0.01% Reduce -4.1% 2,313 $335K
Integrated Wealth Concepts LLC 0.00% New 2,283 $331K
Clarus Group, Inc. 0.12% No change 2,271 $329K
TMB Capital Partners, LLC 0.11% Add +6.6% 2,268 $328K
Searle & Co. 0.08% No change 2,260 $327K
Principal Securities, Inc. 0.00% Add +47.9% 2,227 $322K
Arbor Investment Advisors, LLC 0.04% No change 2,181 $316K
Capula Management Ltd 0.00% Add +63.8% 2,173 $315K
Confluence Wealth Services, Inc. 0.01% No change 2,163 $313K
Advisory Alpha, LLC 0.01% Add +41.9% 2,152 $312K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -2.8% 2,137 $309K
Blueshift Asset Management, LLC 0.09% Reduce -56.1% 2,137 $309K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -37.7% 2,135 $309K
Essex Financial Services, Inc. 0.02% Reduce -12.1% 2,134 $309K
Engineers Gate Manager LP 0.00% Reduce -34.7% 2,132 $309K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +2.3% 2,106 $305K
Sun Financial Inc 0.15% Reduce -2.7% 1,941 $302K
Praxis Investment Management Inc. 0.02% No change 2,080 $301K
Revolve Wealth Partners, LLC 0.04% Add +0.4% 2,078 $301K
Collective Family Office LLC 0.07% Reduce -28.6% 2,062 $299K
Mather Group, Llc. 0.00% Reduce -0.3% 2,049 $297K
Trust Asset Management LLC 0.02% No change 2,040 $295K
Horizon Advisory Services, Inc. 0.15% Reduce -2.9% 2,030 $294K
Allred Capital Management, LLC 0.11% Add +0.5% 2,028 $294K
Great Lakes Advisors, LLC 0.00% Add +15.1% 2,024 $293K
Flagship Harbor Advisors, LLC 0.01% Reduce -0.7% 2,003 $290K
Principle Wealth Partners LLC 0.02% Reduce -0.3% 2,000 $290K
Koshinski Asset Management, Inc. 0.02% Add +2.5% 1,991 $288K
OpenArc Corporate Advisory, LLC 0.00% New 1,968 $285K
Delta Asset Management LLC 0.03% Add +227.0% 1,962 $284K
Catalyst Funds Management Pty Ltd 0.05% Reduce -19.1% 1,942 $281K
Spire Wealth Management 0.01% Add +7063.0% 1,934 $280K
Pinnacle Financial Partners, Inc. 0.00% Reduce -1.5% 1,929 $279K
Stonebrook Private Inc. 0.06% Reduce -17.1% 1,901 $275K
MQS Management LLC 0.18% Add +8.9% 1,872 $271K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.8% 1,849 $268K
Southeast Asset Advisors, LLC 0.03% No change 1,846 $267K
EP Wealth Advisors, LLC 0.00% Reduce -10.2% 1,837 $266K
CENTRAL TRUST Co 0.01% Add +2.3% 1,833 $265K
First Bank & Trust 0.04% Add +1.3% 1,832 $265K
Ostrum Asset Management 0.01% Add +1.5% 1,826 $264K
Jefferies Financial Group Inc. 0.00% New 1,816 $263K
Henderson Brothers Financial Partners, LLC 0.07% — 1,814 $263K
Farther Finance Advisors, LLC 0.00% Add +5.8% 1,829 $262K
Novare Capital Management LLC 0.02% No change 1,809 $262K
Portside Wealth Group, LLC 0.04% Reduce -17.0% 1,801 $261K
TD Private Client Wealth LLC 0.01% Add +902.2% 1,794 $260K
Parallel Advisors, LLC 0.00% Add +2.0% 1,791 $259K
Aspire Growth Partners LLC 0.18% Add +9.5% 1,777 $257K
First United Bank & Trust 0.08% Reduce -16.9% 1,770 $256K
Oslo Pensjonsforsikring AS 0.04% — 1,770 $256K
GTS Securities LLC 0.01% Reduce -30.5% 1,766 $256K
NewEdge Wealth, LLC 0.00% Reduce -41.5% 1,746 $253K
DRW Securities, LLC 0.01% Reduce -50.3% 1,737 $252K
Sagespring Wealth Partners, LLC 0.00% Reduce -13.9% 1,734 $251K
Berkshire Asset Management LLC 0.01% No change 1,733 $251K
Compound Planning, Inc. 0.01% Add +8.8% 1,716 $248K
Edgestream Partners, L.P. 0.01% New 1,698 $246K
Cigna Investments Inc. 0.04% Reduce -8.7% 1,689 $245K
Exchange Traded Concepts, LLC 0.00% Add +25.9% 1,672 $242K
Edmp, Inc. 0.19% No change 1,662 $241K
Empirical Asset Management, LLC 0.06% Reduce -66.8% 1,660 $240K
Arax Advisory Partners 0.01% Add +149.7% 1,658 $240K
Inscription Capital, LLC 0.03% Reduce -9.3% 1,653 $239K
Kohmann Bosshard Financial Services, LLC 0.02% No change 1,638 $237K
TD Waterhouse Canada Inc. 0.00% Add +5403.3% 1,651 $237K
Central Bank & Trust Co. 0.04% Reduce -3.8% 1,626 $235K
Belpointe Asset Management LLC 0.01% Reduce -71.3% 1,619 $234K
Nicolet Bankshares Inc. 0.01% New 1,631 $234K
Dorsey & Whitney Trust CO LLC 0.01% Add +7.0% 1,614 $234K
Valeo Financial Advisors, LLC 0.01% Reduce -18.3% 1,611 $233K
Smith Partners Wealth Management, LLC 0.21% No change 1,600 $232K
Carson Advisory Inc. 0.12% No change 1,586 $230K
Financial Planning Hawaii, Inc. 0.14% No change 1,585 $229K
Hamilton Capital Partners Inc. 0.01% New 1,585 $229K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.7% 1,573 $228K
Frec Markets, Inc. 0.04% New 1,565 $227K
Eldridge Investment Advisors, Inc. 0.05% No change 1,563 $225K
Landscape Capital Management, L.L.C. 0.01% Reduce -90.4% 1,552 $225K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -18.1% 1,527 $221K
Suncoast Equity Management 0.03% No change 1,526 $221K
Plan Group Financial, LLC 0.05% New 1,522 $220K
Sax Wealth Advisors, LLC 0.01% No change 1,369 $220K
Profund Advisors LLC 0.01% Reduce -17.7% 1,510 $219K
Stratos Wealth Advisors, LLC 0.01% Reduce -3.9% 1,507 $218K
Ofi Invest Asset Management 0.00% Add +40.9% 1,732 $218K
Circle Wealth Management, LLC 0.00% No change 1,493 $216K
Evolve Private Wealth, LLC 0.01% Reduce -89.8% 1,474 $213K
Catalyst Capital Advisors LLC 0.00% Reduce -42.6% 1,470 $213K
Prelude Capital Management, LLC 0.02% Reduce -14.6% 1,469 $213K
EverSource Wealth Advisors, LLC 0.01% Add +8.4% 1,455 $211K
Snowden Capital Advisors LLC 0.01% Add +3.0% 1,452 $210K
Journey Strategic Wealth LLC 0.01% Reduce -7.8% 1,450 $210K
Kera Capital Partners, Inc. 0.03% Reduce -0.3% 1,448 $210K
Kooman & Associates 0.06% Reduce -0.2% 1,445 $209K
Angeles Wealth Management, LLC 0.01% Add +8.8% 1,441 $209K
Private Advisor Group, LLC 0.00% Reduce -13.4% 1,430 $207K
Moseley Investment Management Inc. 0.07% No change 1,425 $206K
Perigon Wealth Management, LLC 0.00% Add +0.7% 1,414 $205K
Assetmark, Inc. 0.00% Add +36.2% 1,404 $203K
Cohen & Steers, Inc. 0.00% No change 1,400 $203K
Cresset Asset Management, LLC 0.00% Reduce -35.4% 1,401 $203K
Market Street Wealth Management Advisors LLC 0.03% Reduce -0.1% 1,398 $202K
CenterStar Asset Management, LLC 0.20% New 1,396 $202K
Independent Financial Group, LLC 0.00% Reduce -2.3% 1,393 $202K
Brown Advisory Inc. 0.00% Reduce -17.6% 1,388 $201K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.2% 1,387 $201K
State of Wyoming 0.02% Add +3.9% 1,372 $199K
Allworth Financial LP 0.00% Add +19.0% 1,348 $195K
Walleye Trading LLC 0.00% Reduce -77.3% 1,262 $183K
South Dakota Investment Council 0.00% Add +150.0% 1,250 $181K
Caldwell Trust Co 0.02% No change 1,248 $181K
UMB Bank, n.a. 0.00% Add +21.5% 1,234 $179K
Purpose Unlimited Inc. 0.01% No change 1,200 $174K
Bruce G. Allen Investments, LLC 0.10% Reduce -0.9% 1,063 $154K
Penserra Capital Management LLC 0.00% Add +3.0% 1,024 $148K
Kentucky Trust Co 0.07% No change 980 $142K
Beacon Investment Advisory Services, Inc. 0.01% New 975 $141K
Certuity, LLC 0.01% Reduce -47.3% 954 $138K
Colonial Trust Co / SC 0.02% No change 939 $136K
Park Place Capital Corp 0.03% Add +0.8% 920 $133K
Parkside Financial Bank & Trust 0.01% Add +7.5% 779 $113K
Federated Hermes, Inc. 0.00% Reduce -2.2% 761 $110K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 732 $106K
Addison Advisors LLC 0.02% Add +0.3% 723 $105K
DT Investment Partners, LLC 0.01% No change 719 $104K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.1% 694 $100K
Larson Financial Group LLC 0.00% Reduce -2.7% 693 $100K
First Horizon Corp. 0.00% Add +1.9% 680 $98K
CVA Family Office, LLC 0.01% Add +18.4% 670 $97K
Clearstead Advisors, LLC 0.00% Add +12.8% 633 $92K
GGM Financial LLC 0.04% Add +0.2% 621 $90K
Leonteq Securities AG 0.01% Reduce -69.5% 607 $88K
Versant Capital Management, Inc 0.01% Reduce -6.9% 597 $86K
Rothschild Investment LLC 0.00% Reduce -55.3% 583 $84K
Osterweis Capital Management Inc. 0.01% New 560 $81K
Wellington Grp LLC 0.02% Reduce -21.4% 547 $79K
CrossGen Wealth, LLC 0.07% Reduce -57.3% 541 $78K
Capital Advisors, Ltd. LLC 0.01% No change 531 $77K
Owl Creek Wealth Partners LLC 0.03% — 529 $77K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $72K
Cromwell Holdings LLC 0.04% No change 496 $72K
CYBER HORNET ETFs LLC 0.04% Reduce -10.0% 484 $69K
Sunbelt Securities, Inc. 0.00% Add +0.2% 479 $69K
HM Payson & Co. 0.00% Reduce -5.3% 450 $65K
Resources Management Corp. /CT/ 0.01% No change 452 $65K
Contravisory Investment Management, Inc. 0.01% Reduce -83.6% 437 $63K
Advisory Services Network, LLC 0.00% Reduce -71.2% 425 $62K
Zions Bancorporation, National Association 0.00% Reduce -16.9% 413 $60K
Root Financial Partners, LLC 0.00% Add +23.2% 404 $58K
Private Trust Co. NA 0.01% Reduce -6.7% 388 $56K
Cornerstone Planning Group LLC 0.01% Add +5.8% 347 $55K
Trust Co 0.01% No change 379 $55K
TD Capital Management LLC 0.00% Add +0.5% 379 $55K
Alerus Financial NA 0.00% Reduce -0.3% 362 $52K
Deseret Mutual Benefit Administrators 0.02% Add +87.5% 360 $52K
Dorato Capital Management 0.04% No change 342 $51K
JFS Wealth Advisors, LLC 0.00% Reduce -11.3% 331 $48K
Steph & Co. 0.01% No change 325 $47K
Basecamp Wealth Advisors LLC 0.01% No change 318 $46K
Wall Street Financial Group, Inc. 0.03% New 315 $46K
Operose Advisors LLC 0.01% Reduce -6.7% 280 $41K
Clearstead Trust, LLC 0.01% No change 275 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $39K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 258 $37K
Steigerwald, Gordon & Koch Inc. 0.00% Add +760.0% 258 $37K
Covestor Ltd 0.03% Reduce -46.8% 257 $37K
Hilton Head Capital Partners, LLC 0.02% No change 220 $32K
Harbor Investment Advisory, LLC 0.00% Reduce -0.9% 208 $30K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 199 $29K
Salomon & Ludwin, LLC 0.00% Reduce -25.8% 187 $27K
Valley National Advisers Inc. 0.00% Reduce -3.9% 174 $25K
Creative Financial Designs Inc. 0.00% No change 165 $24K
Quent Capital, LLC 0.00% Reduce -11.5% 161 $23K
Fortitude Family Office, LLC 0.01% Add +22.7% 157 $23K
Johnson Financial Group, Inc. 0.00% Reduce -6.1% 153 $22K
GW&K Investment Management, LLC 0.00% Add +11.2% 149 $22K
Westside Investment Management, Inc. 0.00% No change 154 $22K
MCF Advisors LLC 0.00% No change 149 $22K
Bell Investment Advisors, Inc 0.00% No change 144 $21K
Birchbrook, Inc. 0.01% No change 131 $19K
Lanark Financial, Inc. 0.00% No change 126 $18K
Harbour Investments, Inc. 0.00% Add +0.8% 124 $18K
Smithfield Trust Co 0.00% No change 120 $17K
Farmers & Merchants Investments Inc. 0.00% No change 117 $17K
Twin Peaks Wealth Advisors, LLC 0.00% New 116 $17K
Barnes Dennig Private Wealth Management LLC 0.02% New 115 $17K
First Command Advisory Services, Inc. 0.00% Add +570.6% 114 $17K
Prestige Wealth Management Group LLC 0.00% No change 111 $16K
MV Capital Management, Inc. 0.00% Add +0.9% 109 $16K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -15.9% 111 $16K
Oakworth Capital, Inc. 0.00% No change 102 $15K
WPG Advisers, LLC 0.01% Add +16.7% 98 $14K
Horizon Financial Services, LLC 0.01% Add +113.6% 94 $14K
Princeton Global Asset Management LLC 0.00% Reduce -64.1% 88 $13K
Glen Eagle Advisors, LLC 0.00% No change 86 $12K
Duncker Streett & Co. Inc. 0.00% No change 82 $12K
Bayforest Capital Ltd 0.01% Reduce -73.6% 82 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 81 $12K
SouthState Bank Corp 0.00% No change 81 $12K
Greykasell Wealth Strategies, Inc. 0.00% New 80 $12K
Tacita Capital Inc 0.01% New 78 $11K
Manchester Capital Management LLC 0.00% No change 78 $11K
Golden State Wealth Management, LLC 0.00% No change 75 $11K
Napier Financial, LLC 0.00% New 75 $11K
Activest Wealth Management 0.00% Reduce -37.5% 75 $11K
Creative Capital Management Investments LLC 0.00% No change 74 $11K
Lloyd Advisory Services, LLC. 0.00% New 73 $11K
Kingdom Financial Group LLC. 0.00% New 73 $11K
Joseph Group Capital Management 0.00% New 68 $10K
Rossby Financial, LCC 0.00% Reduce -58.8% 68 $10K
Swiss Re Ltd. 0.06% No change 66 $10K
Global X Japan Co., Ltd. 0.00% New 64 $9K
Kemnay Advisory Services Inc. 0.00% Add +37.0% 63 $9K
Bogart Wealth, LLC 0.00% Add +293.8% 63 $9K
Avion Wealth 0.00% Add +16.7% 63 $9K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 62 $9K
Private Wealth Management Group, LLC 0.00% No change 62 $9K
Key Financial Inc 0.00% No change 62 $9K
Chilton Capital Management LLC 0.00% New 62 $9K
Anchor Investment Management, LLC 0.00% No change 61 $9K
SHP Wealth Management 0.00% Add +215.8% 60 $9K
Whittier Trust Co. 0.00% Reduce -69.3% 61 $9K
Pacific Center for Financial Services 0.00% No change 58 $8K
Aspect Partners, LLC 0.00% No change 57 $8K
Fideuram Asset Management (Ireland) dac 0.00% Reduce -99.0% 52 $8K
JPL Wealth Management, LLC 0.00% New 57 $8K
Cullen/Frost Bankers, Inc. 0.00% New 56 $8K
Richardson Capital Management LLC 0.00% No change 55 $8K
SBI Securities Co., Ltd. 0.00% Reduce -28.8% 52 $8K
Torren Management, LLC 0.00% Reduce -88.5% 52 $7K
Physician Wealth Advisors, Inc. 0.00% Add +466.7% 51 $7K
Retirement Wealth Solutions LLC 0.00% Add +2.1% 49 $7K
Financial Management Professionals, Inc. 0.00% No change 48 $7K
Signature Equity Partners, LLC 0.00% New 47 $7K
Vanguard National Trust Co 0.00% — 45 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 44 $6K
Fairman Group, LLC 0.01% No change 44 $6K
Meeder Asset Management Inc. 0.00% Reduce -26.3% 42 $6K
JNBA Financial Advisors 0.00% New 41 $6K
Bravera Wealth 0.00% No change 41 $6K
Wolff Wiese Magana LLC 0.00% No change 40 $6K
Armstrong Advisory Group, Inc. 0.00% New 40 $6K
Westfuller Advisors, LLC 0.00% Add +42.9% 40 $6K
Washington Trust Advisors, Inc. 0.00% Reduce -35.6% 38 $6K
Cranbrook Wealth Management, LLC 0.00% No change 38 $6K
Sachetta, LLC 0.00% Reduce -7.7% 36 $5K
South Plains Financial, Inc. 0.00% No change 36 $5K
Transamerica Financial Advisors, LLC 0.00% Reduce -14.6% 35 $5K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -2.6% 37 $5K
PFS Partners, LLC 0.00% No change 34 $5K
Abound Wealth Management 0.00% Add +43.5% 33 $5K
Cornerstone Financial Management LLC 0.00% Add +73.7% 33 $5K
Wilkerson Advisory Group LLC 0.00% Add +94.1% 33 $5K
SJS Investment Consulting Inc. 0.00% Reduce -8.6% 32 $5K
Innovative Asset Advisors Group, LLC 0.00% — 32 $5K
CoreCap Advisors, LLC 0.00% Reduce -31.9% 32 $5K
Brown, Lisle/Cummings, Inc. 0.00% Add +150.0% 30 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.2% 30 $4K
Ameriflex Group, Inc. 0.00% Reduce -51.7% 29 $4K
Summit Securities Group LLC 0.00% Reduce -88.9% 29 $4K
JDM Financial Group LLC 0.00% New 29 $4K
Albion Financial Group 0.00% Add +52.6% 29 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +16.7% 28 $4K
Raffa Wealth Management, LLC 0.00% Add +3.7% 28 $4K
Valued Wealth Advisors LLC 0.00% Add +85.7% 26 $4K
Ascentis Independent Advisors 0.00% New 25 $4K
Quest 10 Wealth Builders, Inc. 0.00% Add +700.0% 24 $3K
Burk Holdings LLC 0.00% New 23 $3K
J.Safra Asset Management Corp 0.00% New 23 $3K
North Star Investment Management Corp. 0.00% New 22 $3K
Principia Wealth Advisory, LLC 0.00% Add +53.9% 20 $3K
Quarry LP 0.00% Reduce -82.3% 20 $3K
Kilter Group LLC 0.00% Add +18.8% 19 $3K
Webster Bank, N. A. 0.00% No change 19 $3K
Sound Income Strategies, LLC 0.00% No change 19 $3K
Crewe Advisors LLC 0.00% New 18 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
True Link Financial Advisors, LLC 0.00% New 18 $3K
International Assets Investment Management, LLC 0.00% Add +5.9% 18 $3K
Rialto Wealth Management, LLC 0.00% Add +30.8% 17 $2K
C M Bidwell & Associates Ltd. 0.00% No change 16 $2K
Avalon Trust Co 0.00% No change 16 $2K
AdvisorNet Financial, Inc 0.00% Reduce -15.8% 16 $2K
Dunhill Financial, LLC 0.00% Reduce -21.1% 15 $2K
True Wealth Design, LLC 0.00% Reduce -17.6% 14 $2K
Marquette Asset Management, LLC 0.00% New 14 $2K
Dogwood Wealth Management LLC 0.00% Add +7.7% 14 $2K
Investors Research Corp 0.00% New 14 $2K
Clark Wealth Partners 0.00% No change 13 $2K
Sunrise Financial Services, LLC 0.00% No change 13 $2K
Vermillion Wealth Management, Inc. 0.00% New 13 $2K
Morton Brown Family Wealth, LLC 0.00% No change 13 $2K
Hughes Financial Services, LLC 0.00% Add +30.0% 13 $2K
Networth Advisors, LLC 0.00% New 12 $2K
High Note Wealth, LLC 0.00% Add +500.0% 12 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -82.6% 12 $2K
Clayton Financial Group LLC 0.00% No change 11 $2K
Cassaday & Co Wealth Management LLC 0.00% New 11 $2K
Key Capital Management, INC 0.00% New 10 $1K
TFC Financial Management, Inc. 0.00% No change 10 $1K
Atlas Capital Advisors Inc. 0.00% No change 10 $1K
Elevation Wealth Partners, LLC 0.00% Add +12.5% 9 $1K
Essential Partners LLC 0.00% Reduce -95.9% 9 $1K
IMA Advisory Services, Inc. 0.00% Add +800.0% 9 $1K
Bayban 0.00% New 8 $1K
Highline Wealth Partners LLC 0.00% Add +14.3% 8 $1K
Portus Wealth Advisors, LLC 0.00% New 7 $1K
1015 Capital Partners, LLC 0.00% No change 7 $1K
American Capital Advisory, LLC 0.00% Add +75.0% 7 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 7 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -88.9% 4 $1K
Silver Grove Financial Group, Inc. 0.00% New 6 $869
Quaker Wealth Management, LLC 0.00% Add +50.0% 6 $869
HFM Investment Advisors, LLC 0.00% Reduce -72.7% 6 $869
WestEnd Advisors, LLC 0.00% No change 6 $869
Bartlett & Co. Wealth Management LLC 0.00% Add +66.7% 5 $784
Aventura Private Wealth, LLC 0.00% No change 5 $724
Seneschal Advisors, LLC 0.00% No change 4 $580
Rakuten Securities, Inc. 0.00% Reduce -42.9% 4 $579
Arlington Trust Co LLC 0.00% New 4 $579
Tidemark, LLC 0.00% New 4 $579
SOA Wealth Advisors, LLC. 0.00% No change 3 $464
Breakwater Investment Management 0.00% New 3 $435
DecisionPoint Financial, LLC 0.00% No change 3 $435
Bare Financial Services, Inc 0.00% New 3 $434
Synergy Investment Management, LLC 0.00% New 3 $434
Grove Bank & Trust 0.00% No change 3 $434
Redwood Park Advisors LLC 0.00% Reduce -50.0% 2 $290
TopTier Wealth Management, LLC 0.00% New 2 $290
Triumph Capital Management 0.00% Reduce -66.7% 2 $290
Curio Wealth, LLC 0.00% New 2 $290
Arcadia Investment Management Corp. 0.00% No change 2 $290
Murphy & Mullick Capital Management Corp 0.00% No change 1 $145
NBT Bank, N.A. 0.00% New 1 $145
Y.D. More Investments Ltd 0.00% Reduce -11.8% 112 $51

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