Raymond James FinancialRJF

13F holders, Q2 2026 (June 30)
903holders −20
67new positions
86sold out
10famous investors
$151.91avg. 13F price*

At the end of Q2 2026, 903 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, down 20 from Q1 2026. 67 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($2.2B), Vanguard Capital Management LLC ($1.7B) and Wellington Management Group LLP ($1.4B). 10 famous investors held it, including Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$332.4M
Exits86$156.0M

All 13F filers, Q1 2026 → Q2 2026: 8,642,183 shares bought and 11,112,211 shares sold, net −2,470,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 903 holders

BlackRock, Inc. 0.03% Add +1.6% 14,343,870 $2.2B
Vanguard Capital Management LLC 0.04% Reduce -1.1% 11,237,644 $1.7B
Wellington Management Group LLP 0.25% Reduce -2.6% 9,446,121 $1.4B
Primecap Management Co. 0.83% Reduce -1.1% 9,242,552 $1.4B
Vanguard Portfolio Management LLC 0.06% Reduce -1.8% 8,900,131 $1.4B
State Street Corp. 0.04% Add +0.5% 7,889,824 $1.2B
Geode Capital Management, LLC 0.04% Add +0.2% 4,647,639 $703.7M
FMR LLC 0.03% Reduce -24.7% 4,404,819 $669.7M
Harris Associates (Oakmark Funds) 0.75% Add +7.8% 3,693,787 $561.6M
T. Rowe Price Investment Management, Inc. 0.28% Reduce -18.1% 2,805,776 $426.6M
JPMorgan Chase & Co. 0.02% Reduce -39.3% 2,711,675 $404.3M
Dimensional Fund Advisors LP 0.07% Add +2.1% 2,449,646 $372.4M
Norges Bank 0.04% — 2,432,562 $369.8M
Bank of America Corp. 0.02% Reduce -3.2% 2,371,847 $360.6M
Victory Capital Management Inc. 0.20% Reduce -6.5% 2,328,700 $354.0M
Morgan Stanley 0.02% Add +3.4% 2,222,277 $337.9M
Earnest Partners LLC 1.21% Reduce -0.9% 2,203,294 $335.0M
Goldman Sachs Group Inc. 0.03% Add +39.0% 2,121,458 $322.5M
Invesco Ltd. 0.02% Reduce -4.7% 2,049,456 $311.6M
Northern Trust Corp. 0.03% Add +0.1% 1,929,515 $293.3M
Massachusetts Financial Services Co. 0.09% Add +0.9% 1,896,135 $290.0M
First Trust Advisors LP 0.17% Reduce -23.3% 1,887,400 $286.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +5.8% 1,502,772 $228.5M
Citigroup Inc. 0.09% Add +34.5% 1,311,746 $199.4M
Bank of New York Mellon Corp 0.03% Reduce -3.4% 1,198,803 $182.3M
Legal & General Group Plc 0.04% Reduce 0.0% 1,195,891 $181.8M
Charles Schwab Investment Management Inc. 0.02% Add +0.7% 1,137,920 $173.0M
Harfst & Associates, Inc. 25.07% Reduce -0.0% 1,061,066 $161.3M
Vanguard Fiduciary Trust Co. 0.03% Reduce -1.0% 957,990 $145.6M
Sei Investments Co. 0.12% Reduce -2.2% 900,290 $136.9M
HSBC Holdings PLC 0.07% Reduce -17.6% 897,154 $136.4M
Capitolis Liquid Global Markets LLC 0.55% New 826,000 $125.6M
Franklin Resources Inc. 0.03% Reduce -45.6% 811,474 $123.4M
Barclays PLC 0.04% Reduce -34.6% 797,506 $121.2M
UBS Group AG 0.02% Reduce -10.4% 783,630 $119.1M
Nuveen, LLC 0.03% Add +1.2% 732,955 $111.4M
Mercer Global Advisors Inc. 0.14% Reduce -1.6% 720,078 $109.5M
AQR Capital Management 0.04% Reduce -9.4% 719,592 $109.4M
Raymond James Financial Inc. 0.03% Add +1.1% 709,746 $107.9M
Marshall Wace, LLP 0.09% New 665,450 $101.2M
Canada Pension Plan Investment Board 0.05% Add +75.7% 587,783 $89.4M
Deutsche Bank AG 0.03% Reduce -1.2% 577,026 $87.7M
American Century Companies Inc. 0.04% Add +33.8% 554,061 $84.2M
BNP Paribas Financial Markets 0.04% Add +3.9% 552,875 $84.1M
Principal Financial Group Inc. 0.04% Reduce -1.5% 540,130 $82.1M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +154.5% 536,744 $81.6M
Munich Reinsurance Co Stock Corp in Munich 1.63% Add +2.6% 491,089 $74.7M
PNC Financial Services Group, Inc. 0.04% Reduce -0.8% 490,467 $74.6M
Two Sigma Investments, LP 0.06% Add +971.1% 490,464 $74.6M
Amundi 0.02% Add +19.4% 478,939 $72.8M
Envestnet Asset Management Inc. 0.02% Reduce -7.3% 472,067 $71.8M
Congress Asset Management Co. 0.43% Reduce -2.4% 460,228 $70.0M
PFA Pension, Forsikringsaktieselskab 0.18% Add +14.8% 456,634 $69.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.8% 430,240 $65.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.5% 411,246 $62.5M
Wells Fargo & Company 0.01% Reduce -6.4% 410,441 $62.4M
Alliancebernstein L.P. 0.02% Add +8.9% 420,314 $60.9M
Fisher Asset Management 0.02% Reduce -5.1% 377,022 $57.3M
Vanguard Global Advisers, LLC 0.03% Reduce -1.5% 365,176 $55.5M
Natixis Advisors, LLC 0.06% Add +13.0% 361,869 $55.0M
California Public Employees Retirement System 0.03% Add +4.0% 361,511 $55.0M
D. E. Shaw & Co. 0.03% Add +140.0% 339,446 $51.6M
Rhumbline Advisers 0.04% Reduce -1.5% 335,219 $51.0M
National Pension Service 0.03% Add +0.6% 324,343 $49.3M
New York State Common Retirement Fund 0.06% Reduce -0.7% 319,061 $48.5M
Silvercrest Asset Management Group LLC 0.31% Reduce -5.9% 315,110 $47.9M
Natixis 0.21% Add +2742.6% 293,048 $44.6M
T. Rowe Price Associates Inc. 0.00% Add +2.6% 292,408 $44.5M
Jones Financial Companies LLLP 0.02% Add +13.8% 294,566 $44.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Reduce -4.1% 287,419 $43.7M
Clearbridge Investments, LLC 0.03% Reduce -0.8% 276,626 $42.1M
Jump Financial, LLC 0.41% Add +4559.3% 272,570 $41.4M
Davis Asset Management, L.P. 1.04% No change 270,000 $41.0M
Prudential Financial Inc. 0.04% Reduce -12.2% 260,485 $39.6M
California State Teachers Retirement System 0.04% Reduce -3.5% 259,627 $39.5M
Royal Bank of Canada 0.01% Add +41.7% 258,269 $39.3M
Treasurer of the State of North Carolina 0.10% Add +164.0% 257,075 $39.1M
TD Asset Management Inc 0.03% Reduce -12.3% 255,475 $38.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.63% Reduce -1.5% 254,351 $38.7M
Ameriprise Financial Inc. 0.01% Reduce -4.1% 248,801 $37.8M
Susquehanna Fundamental Investments, LLC 0.71% Add +278.3% 246,572 $37.5M
Squarepoint Ops LLC 0.07% Add +124.8% 239,020 $36.3M
Jane Street Group, LLC 0.02% Add +2024.2% 228,941 $34.8M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +18.8% 226,811 $34.5M
Caisse de depot et placement du Quebec 0.05% Add +1952.5% 226,388 $34.4M
Russell Investments Group, Ltd. 0.03% Add +65.4% 226,142 $34.3M
Bank of Montreal 0.01% Reduce -8.3% 223,806 $34.0M
Woodline Partners LP 0.10% Add +2949.9% 223,162 $33.9M
SG Americas Securities, LLC 0.02% Add +2.0% 202,557 $30.8M
National Bank of Canada 0.03% Add +84.7% 191,184 $29.1M
Millennium Management 0.02% Add +3686.0% 189,793 $28.9M
Arbejdsmarkedets Tillaegspension 0.62% Add +7.6% 187,600 $28.5M
Quantinno Capital Management LP 0.03% Add +25.9% 187,167 $28.5M
Schroder Investment Management Group 0.02% Reduce -7.7% 188,045 $28.0M
Federation des caisses Desjardins du Quebec 0.09% Add +4.5% 184,317 $28.0M
Sterling Capital Management LLC 0.47% Reduce -22.4% 181,805 $27.6M
Palisade Capital Management, LP 1.30% Reduce -46.0% 176,430 $26.8M
Citadel Advisors 0.02% Add +58.3% 169,801 $25.8M
Nomura Asset Management International Inc. 0.04% Reduce -0.5% 169,693 $25.8M
HRT Financial LP 0.05% New 163,450 $24.8M
Aviva PLC 0.04% Reduce -3.6% 161,428 $24.5M
New York State Teachers Retirement System 0.05% Reduce -9.1% 160,960 $24.5M
APG Asset Management N.V. 0.06% Add +21.8% 176,801 $23.5M
State Board of Administration of Florida Retirement System 0.04% Reduce -3.3% 153,532 $23.3M
Nicholas Company, Inc. 0.41% Reduce -3.8% 148,965 $22.6M
Danske Bank A/S 0.04% Reduce -10.7% 141,545 $21.5M
Truist Financial Corp. 0.02% Reduce -5.4% 135,531 $20.6M
Illinois Municipal Retirement Fund 0.23% Reduce -12.6% 134,745 $20.5M
Aberdeen Group plc 0.03% Add +17.1% 132,480 $20.1M
PhiloSmith Capital Corp 5.45% Reduce -0.6% 131,950 $20.1M
Royal London Asset Management Ltd. 0.04% Reduce -0.1% 131,269 $19.9M
Artisan Partners Limited Partnership 0.03% Reduce -33.8% 129,620 $19.7M
Arrowstreet Capital, Limited Partnership 0.01% New 120,953 $18.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -61.0% 117,129 $17.8M
CIBC Bancorp USA Inc. 0.02% Add +111.7% 112,635 $17.1M
State of Wisconsin Investment Board 0.03% Reduce -4.8% 110,586 $16.8M
CANADA LIFE ASSURANCE Co 0.03% Add +0.3% 110,617 $16.8M
Basswood Capital Management, L.L.C. 0.71% Reduce -46.8% 108,544 $16.5M
Avity Investment Management Inc. 1.01% Reduce -4.1% 103,748 $15.8M
LPL Financial LLC 0.00% Add +1.4% 102,930 $15.6M
Voleon Capital Management LP 0.28% Add +189.4% 102,070 $15.5M
Vest Financial, LLC 0.16% Reduce -40.9% 99,512 $15.1M
Pictet Asset Management Holding SA 0.01% Reduce -6.1% 99,026 $15.1M
Bragg Financial Advisors, Inc 0.40% Add +2.4% 98,827 $15.0M
Pinnacle Associates Ltd. 0.16% Reduce -4.7% 98,433 $15.0M
Public Employees Retirement System of Ohio 0.04% Add +0.1% 97,918 $14.9M
Capital Wealth Planning, LLC 0.07% No change 94,260 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +11.9% 94,253 $14.3M
Geneva Capital Management LLC 0.32% Reduce -7.0% 92,250 $14.0M
Toronto Dominion Bank 0.02% Reduce -13.4% 91,789 $14.0M
Nisa Investment Advisors, LLC 0.04% Reduce -17.1% 90,324 $13.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.8% 88,193 $13.4M
Premier Fund Managers Ltd 1.17% Reduce -50.7% 86,521 $12.9M
Creative Planning 0.01% Add +36.1% 84,488 $12.8M
Allianz Asset Management GmbH 0.01% Reduce -20.2% 84,146 $12.8M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.1% 83,746 $12.7M
Vanguard Investments Australia, Ltd. 0.03% Reduce -4.4% 82,370 $12.5M
Mackenzie Financial Corp. 0.01% Add +86.6% 80,180 $12.2M
Osaic Holdings, Inc. 0.01% Add +12.0% 78,480 $11.9M
Asset Management One Co., Ltd. 0.03% Reduce -2.6% 77,848 $11.8M
Renaissance Technologies 0.02% New 77,337 $11.8M
Capital Fund Management S.A. 0.08% Add +593.0% 74,360 $11.3M
KLP Kapitalforvaltning As 0.04% Add +4.1% 73,178 $11.1M
Voya Investment Management LLC 0.01% Add +85.7% 71,472 $10.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -15.7% 71,360 $10.8M
Los Angeles Capital Management LLC 0.04% Reduce -80.1% 67,260 $10.2M
FIL Ltd 0.01% Reduce -47.9% 65,860 $10.0M
1248 Management, LLC 3.91% New 65,770 $10.0M
Nemes Rush Group LLC 0.82% Reduce -3.2% 65,329 $9.9M
Credit Agricole S A 0.02% Add +2.9% 64,553 $9.8M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.7% 64,263 $9.8M
Am Investment Strategies LLC 1.87% No change 64,063 $9.7M
Handelsbanken Fonder AB 0.03% Reduce -7.7% 63,919 $9.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -43.9% 62,643 $9.5M
State of Tennessee, Department of Treasury 0.03% Reduce -1.0% 62,602 $9.5M
Peterson Wealth Services 2.06% Add +0.3% 62,013 $9.4M
Stifel Financial Corp. 0.01% Reduce -2.7% 61,871 $9.4M
CIBC Asset Management Inc 0.02% Add +37.2% 61,549 $9.4M
Swiss Life Asset Management Ltd 0.04% Add +43.3% 60,389 $9.2M
US Bancorp \de 0.01% Add +3.1% 60,265 $9.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -7.3% 57,403 $8.7M
Nykredit A/S 0.03% — 55,677 $8.5M
Fifth Third Bancorp 0.01% Reduce -3.7% 54,846 $8.3M
Waverly Advisors, LLC 0.05% Add +4.4% 54,515 $8.3M
CWA Asset Management Group, LLC 0.25% Reduce -0.1% 53,655 $8.2M
Cetera Investment Advisers 0.01% Reduce -1.1% 53,626 $8.2M
Wilmington Savings Fund Society, FSB 0.18% Reduce -3.0% 53,153 $8.1M
Private Capital Management, LLC 0.73% No change 52,798 $8.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +22.9% 52,139 $7.9M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -30.6% 52,013 $7.9M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +16.0% 52,012 $7.9M
Resona Asset Management Co.,Ltd. 0.04% Reduce -13.4% 51,940 $7.9M
Arizona State Retirement System 0.04% Reduce -0.2% 50,857 $7.7M
Korea Investment CORP 0.01% Reduce -66.5% 50,606 $7.7M
Rafferty Asset Management, LLC 0.02% Add +18.5% 50,523 $7.7M
Burney Co./ 0.20% Reduce -1.1% 49,847 $7.6M
Public Sector Pension Investment Board 0.02% Reduce -0.8% 49,507 $7.5M
Czech National Bank 0.04% Add +3.3% 49,369 $7.5M
Greenfield Seitz Capital Management, LLC 2.23% Reduce -1.4% 49,210 $7.5M
Van Eck Associates Corp. 0.00% Add +141.2% 48,307 $7.3M
Morningstar Investment Management LLC 0.45% No change 50,079 $7.3M
Hantz Financial Services, Inc. 0.10% Reduce -8.1% 47,491 $7.2M
New England Professional Planning Group Inc. 2.67% Add +0.3% 46,999 $7.1M
IFM Investors Pty Ltd 0.05% Add +18.3% 46,626 $7.1M
State of Michigan Retirement System 0.03% Reduce -3.1% 46,244 $7.0M
Man Group plc 0.01% Reduce -10.7% 45,645 $6.9M
Numerai GP LLC 0.55% Reduce -11.4% 44,497 $6.8M
Ancora Advisors LLC 0.13% Reduce -1.4% 42,992 $6.5M
Susquehanna International Group, LLP 0.01% Add +89.7% 42,903 $6.5M
Palmer Knight Co 2.50% Reduce -2.3% 42,771 $6.5M
Storebrand Asset Management As 0.02% Reduce -0.7% 42,483 $6.5M
Lord, Abbett & Co. LLC 0.02% Add +0.5% 42,022 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.7% 41,369 $6.3M
Beacon Pointe Advisors, LLC 0.03% Add +47.0% 41,317 $6.3M
ProShare Advisors LLC 0.01% Add +10.8% 40,939 $6.2M
LMG Wealth Partners, LLC 0.99% Add +0.1% 40,908 $6.2M
DNB Asset Management AS 0.02% Add +1.2% 40,094 $6.1M
Swedbank AB 0.01% Add +11.0% 40,036 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -3.2% 39,731 $6.0M
OneDigital Investment Advisors LLC 0.05% Reduce -0.5% 39,704 $6.0M
QRG Capital Management, Inc. 0.05% Add +12.7% 39,488 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.5% 40,277 $6.0M
Captrust Financial Advisors 0.01% Add +2.5% 38,778 $5.9M
Cahaba Wealth Management, Inc. 0.35% Reduce -0.0% 38,562 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -6.3% 38,309 $5.8M
SEB Asset Management AB 0.02% Add +0.4% 38,222 $5.8M
Pathstone Holdings, LLC 0.02% Add +1.4% 36,657 $5.6M
Retirement Systems of Alabama 0.02% Reduce -2.2% 36,437 $5.5M
Systematic Financial Management LP 0.11% Add +25.1% 35,626 $5.4M
Oppenheimer Asset Management Inc. 0.05% Add +1.0% 34,485 $5.2M
Aquatic Capital Management LLC 0.18% New 34,285 $5.2M
Bridgewater Associates 0.02% Add +14.3% 34,074 $5.2M
OP Asset Management Ltd 0.05% Add +2.5% 33,527 $5.1M
USS Investment Management Ltd 0.02% Add +0.3% 33,238 $5.1M
Thornburg Investment Management Inc. 0.05% New 33,203 $5.0M
Eurizon Capital SGR S.p.A. 0.01% Add +11.8% 33,190 $5.0M
Daiwa Securities Group Inc. 0.01% Add +0.6% 32,698 $5.0M
Quantbot Technologies LP 0.20% Reduce -36.3% 32,510 $4.9M
Hennion & Walsh Asset Management, Inc. 0.14% Add +6.4% 32,432 $4.9M
MML Investors Services, LLC 0.01% Add +31.6% 32,258 $4.9M
DekaBank Deutsche Girozentrale 0.01% No change 33,882 $4.9M
Ensign Peak Advisors, Inc 0.01% Add +31.3% 32,026 $4.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +1.6% 31,822 $4.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +1.1% 31,074 $4.7M
Assenagon Asset Management S.A. 0.01% Add +3.0% 30,948 $4.7M
Kestra Advisory Services, LLC 0.02% Add +2.5% 30,673 $4.7M
Edgestream Partners, L.P. 0.14% Add +1695.7% 30,491 $4.6M
Commonwealth Equity Services, LLC 0.01% Reduce -4.8% 30,394 $4.6M
Amalgamated Bank 0.03% Reduce -8.3% 30,043 $4.6M
Access Investment Management LLC 1.17% Add +0.8% 29,960 $4.6M
Xponance LLC 0.03% Reduce -1.3% 29,754 $4.5M
Gateway Investment Advisers LLC 0.04% Add +314.3% 29,657 $4.5M
World Investment Advisors 0.07% Add +0.0% 30,790 $4.5M
KBC Group NV 0.01% Reduce -20.1% 29,200 $4.4M
Corient Private Wealth LP 0.01% Reduce -21.5% 29,161 $4.4M
Summit Trail Advisors, LLC 0.06% Add +6.6% 28,710 $4.4M
United Asset Strategies, Inc. 0.31% Add +74.4% 28,607 $4.3M
Dean Investment Associates, LLC 0.57% Add +1.8% 28,568 $4.3M
Cardinal Capital Management 0.52% Reduce -0.4% 28,509 $4.3M
Mizuho Markets Cayman LP 0.16% New 28,354 $4.3M
NEOS Investment Management LLC 0.02% Reduce -3.8% 28,288 $4.3M
Rakuten Investment Management, Inc. 0.01% Add +7.3% 28,595 $4.3M
Macquarie Group Ltd. 0.02% Reduce -12.4% 27,727 $4.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -81.1% 27,105 $4.1M
OMERS ADMINISTRATION Corp 0.02% Add +13.6% 26,900 $4.1M
Utah Retirement Systems 0.04% Reduce -7.4% 26,833 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.6% 26,720 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +2.9% 26,599 $4.0M
Buckhead Capital Management LLC 1.37% Reduce -0.4% 26,258 $4.0M
Neuberger Berman Group LLC 0.00% Reduce -2.9% 26,205 $4.0M
New York Life Investment Management LLC 0.03% Reduce -0.8% 25,949 $3.9M
Concurrent Investment Advisors, LLC 0.03% Reduce -4.5% 25,458 $3.9M
O'shaughnessy Asset Management, LLC 0.02% Reduce -5.3% 25,439 $3.9M
Wealthfront Advisers LLC 0.01% Add +7.9% 25,439 $3.9M
Nordea Investment Management AB 0.00% Add +0.6% 25,271 $3.9M
Janney Montgomery Scott LLC 0.01% Reduce -3.4% 25,147 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +4.0% 24,987 $3.8M
Focus Partners Wealth 0.00% Reduce -8.7% 24,941 $3.8M
Dana Investment Advisors, Inc. 0.10% Reduce -0.6% 24,851 $3.8M
Cullen Investment Group, LTD. 0.44% Add +0.2% 24,000 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Reduce -1.2% 23,840 $3.6M
NewEdge Advisors, LLC 0.01% Reduce -23.4% 23,772 $3.6M
Cerity Partners LLC 0.00% Reduce -3.0% 23,044 $3.5M
Jupiter Topco LLC 0.00% — 22,422 $3.4M
XTX Topco Ltd 0.04% Reduce -62.1% 22,336 $3.4M
Barnes Pettey Financial Advisors, LLC 1.05% Reduce -1.4% 22,095 $3.4M
Johnson Financial Group, LLC 0.18% New 21,982 $3.3M
Schneider Downs Wealth Management Advisors, LP 0.31% Add +1.4% 21,840 $3.3M
Ethic Inc. 0.04% Add +5.7% 21,644 $3.3M
Siemens Fonds Invest GmbH 0.16% Reduce -1.0% 21,586 $3.3M
Oregon Public Employees Retirement Fund 0.04% Add +6.5% 21,380 $3.3M
Kaydan Wealth Management, Inc. 0.98% No change 21,175 $3.2M
Lighthouse Investment Partners, LLC 0.10% Reduce -57.7% 20,868 $3.2M
ExodusPoint Capital Management, LP 0.03% New 20,756 $3.2M
Trexquant Investment LP 0.02% New 20,698 $3.1M
UniSuper Management Pty Ltd 0.02% Reduce -24.1% 20,097 $3.1M
Gotham Asset Management 0.01% Reduce -0.7% 19,598 $3.0M
B. Metzler seel. Sohn & Co. AG 0.03% Add +5.7% 19,412 $3.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +1.4% 19,164 $2.9M
Center for Financial Planning, Inc. 0.27% No change 19,124 $2.9M
Stuart Investment Advisors, Inc. 1.17% No change 19,115 $2.9M
Millstone Evans Group, LLC 1.57% Reduce -1.5% 19,055 $2.9M
Sanctuary Advisors, LLC 0.01% Add +2.6% 18,616 $2.8M
Bank of Nova Scotia 0.00% Reduce -27.0% 18,509 $2.8M
MAI Capital Management 0.01% Reduce -6.7% 18,485 $2.8M
Atria Investments, Inc 0.03% Reduce -3.8% 18,380 $2.8M
HighTower Advisors, LLC 0.00% Reduce -10.0% 18,281 $2.8M
Elevation Point Wealth Partners, LLC 0.05% Reduce -5.0% 18,271 $2.8M
Mediolanum International Funds Ltd 0.02% Add +19.3% 18,530 $2.8M
Orion Porfolio Solutions, LLC 0.02% Add +5.7% 18,065 $2.7M
Sovereign's Capital Management, LLC 1.83% Reduce -1.2% 17,976 $2.7M
Mutual of America Capital Management LLC 0.03% Reduce -4.0% 17,909 $2.7M
Empowered Funds, LLC 0.01% Reduce -23.7% 17,815 $2.7M
Hancock Whitney Corp. 0.04% Reduce -2.2% 17,743 $2.7M
Logan Capital Management Inc. 0.10% — 17,729 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -4.9% 17,560 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.4% 17,477 $2.7M
Wellspring Financial Advisors, LLC 0.17% Reduce -0.0% 17,368 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.9% 17,101 $2.6M
Jefferies Financial Group Inc. 0.02% Add +841.4% 17,095 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -1.9% 16,995 $2.6M
Cullen Capital Management, LLC 0.03% No change 16,866 $2.6M
Candriam S.C.A. 0.01% No change 16,832 $2.6M
DAVENPORT & Co LLC 0.01% Reduce -17.9% 16,151 $2.5M
Regions Financial Corp. 0.01% Reduce -24.6% 16,119 $2.5M
New Age Alpha Advisors, LLC 0.10% Reduce -69.6% 16,076 $2.4M
Aft, Forsyth & Sober, LLC 0.75% No change 16,500 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -13.4% 15,490 $2.4M
Cumberland Partners Ltd 0.15% Reduce -42.6% 14,800 $2.3M
Inceptionr LLC 0.54% Add +6.7% 14,508 $2.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 14,343 $2.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.0% 14,332 $2.2M
Dean Capital Management 0.78% No change 14,181 $2.2M
Stablepoint Partners, LLC 0.30% Add +1.0% 14,150 $2.2M
M&T Bank Corp 0.01% Add +11.2% 14,147 $2.2M
Allstate Corp. 0.02% Reduce -59.8% 14,077 $2.1M
Nilsine Partners, LLC 0.15% Add +2.1% 14,060 $2.1M
Davis Investment Partners, LLC 0.65% Add +0.3% 14,021 $2.1M
Park Avenue Securities LLC 0.01% Add +2.9% 14,013 $2.1M
High Net Worth Advisory Group LLC 0.45% Reduce -1.8% 14,009 $2.1M
&partners 0.01% Reduce -8.7% 13,582 $2.1M
Mizuho Securities USA LLC 0.03% Add +28.1% 13,579 $2.1M
Cibc World Market Inc. 0.00% Reduce -61.9% 13,483 $2.0M
Empire Life Investments Inc. 0.11% Add +0.3% 13,466 $2.0M
White Pine Capital LLC 0.48% Reduce -5.5% 13,429 $2.0M
D.A. Davidson & Co. 0.01% Reduce -6.4% 13,389 $2.0M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 13,381 $2.0M
Heritage Wealth Advisors 0.07% No change 13,186 $2.0M
Fideuram Asset Management (Ireland) dac 0.04% Add +24994.2% 13,049 $2.0M
Pacer Advisors, Inc. 0.01% Add +48.9% 13,060 $2.0M
William B. Walkup & Associates, Inc. 0.94% Reduce -3.3% 12,901 $2.0M
Nomura Holdings Inc. 0.01% Add +173.4% 12,542 $1.9M
CI Investments Inc. 0.01% Add +41.3% 12,499 $1.9M
Saudi Central Bank 0.02% Add +79.3% 12,417 $1.9M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -4.9% 12,198 $1.9M
Oarsman Capital, Inc. 0.20% Add +2.6% 12,117 $1.8M
Keybank National Association 0.01% Add +12.9% 12,076 $1.8M
Fieldview Capital Management, LLC 0.52% New 12,023 $1.8M
United Capital Financial Advisors, LLC 0.01% Add +0.0% 11,966 $1.8M
Wedmont Private Capital 0.05% Add +4.0% 10,764 $1.8M
GHP Investment Advisors, Inc. 0.07% Add +21.7% 11,778 $1.8M
Virtus Investment Advisers, LLC 0.41% Add +4.0% 11,681 $1.8M
Intech Investment Management LLC 0.02% Add +63.5% 11,676 $1.8M
Fairtree Asset Management (Pty) Ltd 0.68% No change 11,665 $1.8M
Norinchukin Bank, The 0.02% Add +5.9% 11,568 $1.8M
Klingman & Associates, LLC 0.07% Reduce -6.3% 11,468 $1.7M
Investment Management Corp of Ontario 0.02% Reduce -15.7% 11,301 $1.7M
Kentucky Retirement Systems 0.04% New 11,258 $1.7M
Bank of New Hampshire 0.36% Reduce -3.1% 11,213 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -83.1% 10,771 $1.7M
Allen Investment Management, LLC 0.02% No change 11,150 $1.7M
AG2R La Mondiale Gestion D'actifs 0.06% Add +24.4% 11,122 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -71.7% 10,971 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +18.9% 10,707 $1.6M
Apollon Wealth Management, LLC 0.02% Reduce -23.2% 10,459 $1.6M
Mgo One Seven LLC 0.03% Reduce -7.0% 10,342 $1.6M
Abn Amro Investment Solutions 0.01% Add +21.6% 10,258 $1.6M
NLB Skladi, upravljanje premozenja, d.o.o. 0.06% Add +7.4% 10,200 $1.6M
HUB Investment Partners, LLC 0.03% Add +2.0% 10,161 $1.5M
Gradient Investments LLC 0.02% Reduce -59.4% 10,140 $1.5M
Banque Cantonale Vaudoise 0.07% Add +6.0% 10,129 $1.5M
Metis Global Partners, LLC 0.03% Add +32.7% 10,040 $1.5M
Golden Road Advisors LLC 0.73% Reduce -1.4% 9,917 $1.5M
Western Wealth Management, LLC 0.05% Add +1.9% 9,814 $1.5M
Atlas Wealth LLC 0.24% Add +2.6% 9,725 $1.5M
Hartford Investment Management Co. 0.04% Reduce -4.0% 9,679 $1.5M
Gladstone Institutional Advisory LLC 0.05% Add +1.0% 9,673 $1.5M
Florida Trust Wealth Management Co 0.04% Reduce -0.4% 9,644 $1.5M
Curi Capital, LLC 0.02% Add +0.4% 9,585 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -6.5% 9,530 $1.4M
Maryland State Retirement & Pension System 0.02% Add +6.6% 9,473 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -26.9% 9,430 $1.4M
Meridian Wealth Advisors, LLC 0.16% Reduce -2.0% 9,383 $1.4M
Tidal Investments LLC 0.00% Add +5.9% 9,306 $1.4M
Crossmark Global Holdings, Inc. 0.02% Reduce -3.6% 9,269 $1.4M
Advocacy Wealth Management, LLC 0.05% Reduce -0.1% 9,256 $1.4M
Gator Capital Management, LLC 0.30% No change 9,253 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -3.5% 8,917 $1.4M
Louisiana State Employees Retirement System 0.02% No change 8,900 $1.4M
Signaturefd, LLC 0.02% Add +3.3% 8,793 $1.3M
New Mexico Educational Retirement Board 0.03% Add +8.7% 8,775 $1.3M
Glenmede Trust Co. NA 0.01% Add +1.9% 8,677 $1.3M
Klein Pavlis & Peasley Financial, Inc. 0.68% Add +18.0% 8,543 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% Add +45.6% 8,489 $1.3M
Atlantic Union Bankshares Corp 0.02% Reduce -0.0% 8,474 $1.3M
Chiron Capital Management, LLC 1.15% No change 8,450 $1.3M
Cyndeo Wealth Partners, LLC 0.06% Add +0.4% 8,421 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 8,412 $1.3M
Commerce Bank 0.01% Reduce -2.7% 8,383 $1.3M
PDT Partners, LLC 0.07% New 8,300 $1.3M
Trust Co. of Toledo NA 0.10% Add +2.5% 8,200 $1.2M
Bill Few Associates, Inc. 0.26% Reduce -5.8% 8,095 $1.2M
Tower Bridge Advisors 0.11% No change 8,059 $1.2M
Vident Advisory, LLC 0.01% Reduce -1.2% 7,953 $1.2M
Capital Investment Advisors, LLC 0.02% Add +3.3% 7,949 $1.2M
Alpine Woods Capital Investors, LLC 0.27% No change 7,916 $1.2M
Intellus Advisors LLC 0.14% Reduce -47.8% 7,830 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +4.7% 7,823 $1.2M
TT International Asset Management LTD 0.15% Reduce -6.7% 7,483 $1.2M
Lebenthal Global Advisors, LLC 0.15% Add +2.6% 7,502 $1.1M
Muirfield Wealth Advisors LLC 0.74% Add +0.4% 7,464 $1.1M
Fulton Bank, N.A. 0.03% Reduce -3.6% 7,399 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.27% Reduce -0.1% 7,332 $1.1M
Adelphi Trust Co 0.74% No change 7,321 $1.1M
EntryPoint Capital, LLC 0.27% Add +150.0% 7,309 $1.1M
Beverly Hills Private Wealth, LLC 0.22% Add +125.9% 7,308 $1.1M
Oxford Financial Group, LTD. LLC 0.06% No change 7,213 $1.1M
West Michigan Advisors, LLC 0.21% Add +0.1% 7,145 $1.1M
Savant Capital, LLC 0.00% Add +88.4% 7,213 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.03% No change 6,963 $1.1M
Formidable Asset Management, LLC 0.17% Reduce -4.3% 7,291 $1.1M
Penserra Capital Management LLC 0.01% Add +577.1% 6,934 $1.1M
GAMMA Investing LLC 0.04% Add +6.8% 6,831 $1.0M
MUFG Securities EMEA plc 0.01% Reduce -5.6% 6,789 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -91.5% 6,725 $1.0M
Skylands Capital, LLC 0.13% No change 6,725 $1.0M
Yorktown Management & Research Co Inc 0.60% No change 6,450 $981K
Empirical Finance, LLC 0.04% Add +3.3% 6,417 $976K
One Plus One Wealth Management, LLC 0.43% Reduce -0.9% 6,394 $972K
Intrust Bank NA 0.07% Reduce -3.6% 6,392 $972K
Stephens Inc. 0.01% Reduce -0.7% 6,388 $971K
HBK Sorce Advisory LLC 0.02% Reduce -0.4% 5,268 $951K
Staley Capital Advisers Inc. 0.04% No change 6,250 $950K
AlphaGrep UK Ltd 0.28% Add +142.0% 6,045 $919K
E. Ohman J:or Asset Management AB 0.02% No change 6,017 $915K
Lombard Odier Asset Management (Switzerland) SA 0.03% No change 5,900 $897K
Vinva Investment Management Ltd 0.01% Reduce -88.7% 6,007 $896K
Systematic Alpha Investments, LLC 0.02% No change 5,700 $867K
Brevan Howard Capital Management LP 0.01% Reduce -52.5% 5,684 $864K
one8zero8, LLC 0.17% Add +21.6% 5,637 $857K
Coldstream Capital Management Inc. 0.01% Add +12.8% 5,625 $855K
Vestcor Inc 0.02% Reduce -16.1% 5,571 $847K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.9% 5,562 $846K
Moody National Bank Trust Division 0.07% Reduce -0.3% 5,434 $826K
Bridgewater Advisors Inc. 0.04% Reduce -0.6% 4,652 $824K
Fox Run Management, L.L.C. 0.14% New 5,409 $822K
CPC Advisors, LLC 0.11% Reduce -31.5% 5,384 $819K
Caprock Group, LLC 0.02% Reduce -30.9% 5,344 $812K
V-Square Quantitative Management LLC 0.08% Reduce -66.3% 5,337 $811K
Stoneridge Investment Partners LLC 0.53% New 4,600 $810K
NorthCrest Asset Manangement, LLC 0.02% Add +15.4% 4,787 $808K
North Dakota State Investment Board 0.03% Add +2.9% 5,302 $806K
Axq Capital, LP 0.09% New 5,271 $801K
Raiffeisen Bank International AG 0.01% Reduce -84.9% 5,359 $799K
Mufg Securities Americas Inc. 0.04% Add +7.6% 5,224 $794K
Blue Trust, Inc. 0.01% Reduce -3.7% 5,104 $776K
Securian Asset Management, Inc. 0.03% Reduce -2.1% 4,580 $771K
Two Sigma Securities, LLC 0.07% New 5,058 $769K
EFG International AG 0.01% Add +3.8% 5,054 $768K
HB Wealth Management, LLC 0.00% Reduce -3.7% 5,050 $768K
Bradley Foster & Sargent Inc. 0.01% No change 5,039 $766K
Wetzel Investment Advisors, Inc. 0.27% Add +11.0% 5,029 $765K
denkapparat Operations GmbH 0.25% No change 5,016 $763K
Guinness Asset Management LTD 0.01% Reduce -15.0% 4,998 $760K
Brown Brothers Harriman & Co. 0.00% Add +66.4% 4,989 $758K
CX Institutional 0.02% Add +94.9% 4,957 $754K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +0.3% 4,945 $752K
Cambridge Investment Research Advisors, Inc. 0.00% Add +25.7% 4,871 $740K
Tranquility Partners, LLC 0.25% No change 4,847 $737K
Net Worth Advisory Group 0.18% Reduce -4.1% 4,824 $733K
Tema ETFs LLC 0.02% Add +9.9% 4,818 $732K
Avanza Fonder AB 0.02% No change 4,790 $728K
Uniting Wealth Partners, LLC 0.15% Reduce -20.7% 4,762 $724K
Schonfeld Strategic Advisors LLC 0.00% Reduce -77.8% 4,745 $721K
Calydon Capital 0.11% Add +0.7% 4,730 $719K
STRS Ohio 0.00% Add +9.7% 4,680 $712K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.9% 4,672 $710K
Quadrature Capital Ltd 0.01% New 4,630 $704K
Osmosis Investment Management UK Ltd 0.03% Reduce -50.1% 4,542 $691K
Quadrant Capital Group LLC 0.02% Add +0.3% 4,539 $690K
Plato Investment Management Ltd 0.04% No change 4,559 $689K
Revolve Wealth Partners, LLC 0.07% Add +116.0% 4,488 $682K
Canada Post Corp Registered Pension Plan 0.02% No change 4,483 $682K
Capstone Investment Advisors, LLC 0.01% Add +21.9% 4,482 $681K
Johnson Investment Counsel Inc. 0.00% Reduce -0.3% 4,400 $669K
Wealthcare Advisory Partners LLC 0.01% Reduce -11.0% 4,354 $662K
Peak Planning Group, LLC 0.15% Reduce -17.4% 4,247 $646K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.0% 4,240 $645K
Syon Capital LLC 0.03% Add +24.6% 4,198 $638K
Harrell Investment Partners, LLC 0.14% No change 4,182 $636K
Chicago Partners Investment Group LLC 0.01% Add +22.7% 3,771 $627K
Kingswood Wealth Advisors, LLC 0.03% Reduce -0.6% 4,095 $623K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 4,076 $619K
Guggenheim Capital LLC 0.00% Add +12.6% 4,028 $612K
Resurgent Financial Advisors LLC 0.17% New 3,992 $607K
Tectonic Advisors LLC 0.03% Add +2.4% 3,982 $605K
Balyasny Asset Management L.P. 0.00% Add +51.1% 3,955 $601K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -27.7% 3,895 $592K
ABLE Financial Group, LLC 0.10% Reduce -14.2% 3,892 $592K
Norden Group LLC 0.05% Add +0.4% 3,890 $591K
Rehmann Capital Advisory Group 0.03% Add +5.5% 3,862 $587K
Lido Advisors, LLC 0.00% Reduce -16.4% 3,857 $586K
Global Financial Private Client, LLC 0.16% Add +0.7% 3,848 $585K
Crestwood Advisors Group, LLC 0.01% Reduce -1.5% 3,795 $577K
Prudential PLC 0.00% No change 3,777 $574K
Baird Financial Group, Inc. 0.00% Reduce -97.6% 3,764 $572K
Keating Financial Advisory Services, Inc. 0.07% Add +1.9% 3,731 $567K
Aptus Capital Advisors, LLC 0.00% New 3,698 $562K
Legacy Financial Advisors, Inc. 0.07% Reduce -2.5% 3,693 $561K
J.W. Cole Advisors, Inc. 0.01% New 3,690 $561K
Fifth Third Wealth Advisors LLC 0.02% Add +1.2% 3,631 $552K
Catalyst Funds Management Pty Ltd 0.03% Add +85.4% 3,600 $547K
Callan Family Office, LLC 0.01% Add +1.4% 3,573 $543K
Cookson Peirce & Co. Inc. 0.02% Add +4.2% 3,551 $540K
Benjamin Edwards Inc. 0.00% Reduce -7.2% 3,540 $538K
Texas Yale Capital Corp. 0.01% No change 3,445 $524K
Westerkirk Capital Inc. 0.05% No change 3,400 $517K
Atlanta Consulting Group Advisors, LLC 0.08% No change 3,383 $514K
Visionary Wealth Advisors 0.02% Add +4.0% 3,355 $510K
Citizens Financial Group Inc. 0.01% Reduce -27.8% 3,329 $506K
Prana Capital Management, LP 0.02% Reduce -99.1% 3,320 $505K
Frec Markets, Inc. 0.05% Add +111.3% 3,306 $503K
Level Four Advisory Services, LLC 0.01% Add +2.0% 3,287 $500K
Twin Capital Management Inc. 0.05% Reduce -48.2% 3,287 $500K
Westwood Holdings Group Inc. 0.00% New 3,269 $497K
Bessemer Group Inc. 0.00% Add +5.8% 3,249 $492K
Tannin Capital LLC 0.32% Add +10.5% 3,219 $489K
Brighton Jones LLC 0.01% Reduce -4.2% 3,104 $472K
Huntington National Bank 0.00% Reduce -1.0% 3,093 $470K
Loomis Sayles & Co. L P 0.00% No change 3,090 $470K
Quad-Cities Investment Group, LLC 0.17% Add +0.3% 3,080 $468K
Sowell Financial Services LLC 0.02% Add +8.8% 3,079 $468K
Horizon Investments, LLC 0.01% Add +0.6% 3,084 $467K
Novak & Powell Financial Services, Inc. 0.22% No change 3,073 $467K
Ballentine Partners, LLC 0.01% Add +10.5% 3,071 $467K
AlphaCore Capital LLC 0.01% Reduce -47.0% 3,042 $463K
Coquina Private Wealth LLC 0.31% Reduce -0.9% 3,035 $461K
Tower Research Capital LLC (TRC) 0.01% Reduce -8.1% 2,999 $456K
Waterloo Capital, L.P. 0.03% Reduce -10.1% 2,995 $455K
Kestra Private Wealth Services, LLC 0.00% Add +0.9% 2,912 $443K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +16.2% 2,902 $441K
Shulman DeMeo Asset Management LLC 0.08% Reduce -0.7% 2,878 $438K
Oppenheimer & Co. Inc. 0.00% Reduce -1.9% 2,873 $437K
Checchi Capital Advisers, LLC 0.03% Add +3.8% 2,865 $436K
Greenleaf Trust 0.00% Reduce -15.8% 2,857 $434K
Merit Financial Group, LLC 0.00% Reduce -8.5% 2,847 $433K
TCW Group Inc. 0.00% Reduce -0.9% 2,801 $426K
Smartleaf Asset Management LLC 0.01% No change 2,845 $424K
Ostrum Asset Management 0.02% Add +51.9% 2,773 $422K
FORM Wealth Advisors, LLC 0.05% Add +0.4% 2,772 $421K
MTM Investment Management, LLC 0.12% No change 2,752 $418K
IFP Advisors, Inc 0.01% Reduce -3.4% 2,745 $417K
Thompson David Blair 0.21% New 2,741 $417K
Legacy Wealth Asset Management, LLC 0.09% Reduce -2.8% 2,735 $416K
Argus Investors' Counsel, Inc. 0.32% Reduce -0.0% 2,723 $414K
Great Lakes Retirement, Inc. 0.04% Reduce -0.0% 2,723 $414K
Anchyra Partners LLC 0.10% Reduce -0.8% 2,718 $413K
Board of the Pension Protection Fund 0.39% Reduce -71.0% 2,700 $410K
Praxis Investment Management Inc. 0.02% Add +29.4% 2,691 $409K
Phillips Wealth Planners LLC 0.30% No change 2,421 $406K
Wealthspire Advisors, LLC 0.00% Add +0.1% 2,645 $402K
Leuthold Group, LLC 0.04% No change 2,642 $402K
Pursuit Wealth Strategies, LLC 0.52% Add +0.3% 2,633 $400K
Blue Chip Partners, LLC 0.03% Add +0.3% 2,614 $397K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +3.0% 2,605 $396K
Vise Technologies, Inc. 0.00% Reduce -18.0% 2,598 $395K
Cornerstone Wealth Group, LLC 0.02% Add +3.2% 2,587 $393K
GMO 0.00% Reduce -45.5% 2,584 $393K
Venturi Wealth Management, LLC 0.02% Reduce -9.9% 2,582 $393K
Agate Pass Investment Management, LLC 0.14% No change 2,582 $393K
Vontobel Holding Ltd. 0.00% Add +7.0% 2,565 $390K
Diversify Advisory Services, LLC 0.01% New 2,238 $388K
Diversify Wealth Management, LLC 0.01% New 2,238 $388K
Edmp, Inc. 0.31% Add +53.5% 2,552 $388K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Reduce -95.0% 2,541 $386K
Confluence Wealth Services, Inc. 0.01% Add +14.1% 2,468 $375K
Titleist Asset Management, LLC 0.03% New 2,466 $375K
Calton & Associates, Inc. 0.05% Reduce -4.0% 2,456 $373K
Axxcess Wealth Management, LLC 0.01% New 2,450 $372K
Darwin Wealth Management, LLC 0.10% Add +0.4% 2,450 $372K
OpenArc Corporate Advisory, LLC 0.00% Add +24.5% 2,450 $372K
Morey & Quinn Wealth Partners, LLC 0.24% Add +0.2% 2,440 $371K
EP Wealth Advisors, LLC 0.00% Add +31.8% 2,421 $368K
Westpac Banking Corp. 0.02% Reduce -1.2% 2,406 $366K
Erste Asset Management GmbH 0.00% Add +2.6% 2,452 $366K
TMB Capital Partners, LLC 0.11% Add +4.5% 2,370 $360K
Principal Securities, Inc. 0.00% Add +6.1% 2,362 $359K
Drive Wealth Management, LLC 0.06% Reduce -2.3% 2,348 $357K
Aaron Wealth Advisors LLC 0.02% Reduce -25.9% 2,333 $355K
Evercore Wealth Management, LLC 0.01% Reduce -4.1% 2,328 $354K
Cadent Capital Advisors, LLC 0.07% No change 2,325 $353K
Advisory Alpha, LLC 0.01% Add +7.7% 2,318 $352K
Salem Investment Counselors Inc. 0.01% No change 2,313 $352K
Evergreen Capital Management LLC 0.01% Reduce -56.0% 2,290 $348K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +6.9% 2,282 $347K
Searle & Co. 0.08% No change 2,260 $344K
Essex Financial Services, Inc. 0.02% Add +5.0% 2,241 $341K
Great Lakes Advisors, LLC 0.00% Add +10.6% 2,238 $340K
Financial Planning Hawaii, Inc. 0.18% Add +40.8% 2,232 $339K
Integrated Wealth Concepts LLC 0.00% Reduce -2.7% 2,221 $338K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -41.1% 2,206 $335K
Bryn Mawr Trust Advisors, LLC 0.01% Add +2.5% 2,191 $333K
Prelude Capital Management, LLC 0.02% Add +48.9% 2,187 $332K
Blair William & Co. 0.00% Reduce -20.0% 2,184 $332K
Arbor Investment Advisors, LLC 0.04% No change 2,181 $332K
Samalin Investment Counsel, LLC 0.11% Reduce -7.9% 2,164 $329K
Meeder Advisory Services, Inc. 0.01% Reduce -12.3% 2,164 $329K
Collective Family Office LLC 0.07% Add +3.0% 2,124 $323K
Mather Group, Llc. 0.00% Add +3.1% 2,113 $321K
First Eagle Investment Management, LLC 0.00% Reduce -14.6% 2,110 $321K
Farther Finance Advisors, LLC 0.00% Add +15.0% 2,103 $319K
Clarus Group, Inc. 0.11% Reduce -7.5% 2,101 $319K
Plan Group Financial, LLC 0.07% Add +36.8% 2,082 $317K
Sun Financial Inc 0.15% Reduce -9.7% 1,753 $314K
TD Private Client Wealth LLC 0.01% Add +14.7% 2,057 $313K
Allred Capital Management, LLC 0.10% Add +0.6% 2,041 $310K
Oslo Pensjonsforsikring AS 0.04% Add +15.1% 2,038 $310K
Optiver Holding B.V. 0.00% New 2,018 $307K
Sagespring Wealth Partners, LLC 0.00% Add +16.0% 2,012 $306K
Flagship Harbor Advisors, LLC 0.01% No change 2,003 $305K
Principle Wealth Partners LLC 0.01% No change 2,000 $304K
Compound Planning, Inc. 0.01% Add +16.0% 1,991 $303K
Trust Asset Management LLC 0.02% Reduce -3.0% 1,979 $301K
Prospera Financial Services Inc 0.00% Reduce -23.9% 1,963 $298K
Delta Asset Management LLC 0.03% No change 1,962 $298K
Horizon Advisory Services, Inc. 0.12% Reduce -4.0% 1,948 $296K
Kera Capital Partners, Inc. 0.03% Add +33.6% 1,935 $294K
Arax Advisory Partners 0.00% Add +16.3% 1,928 $293K
Portside Wealth Group, LLC 0.03% Add +7.0% 1,927 $293K
Stonebrook Private Inc. 0.05% Add +1.1% 1,922 $292K
Koshinski Asset Management, Inc. 0.02% Reduce -3.8% 1,916 $291K
Pinnacle Financial Partners, Inc. 0.00% Reduce -1.9% 1,892 $288K
Southeast Asset Advisors, LLC 0.03% No change 1,846 $281K
Choreo, LLC 0.00% Reduce -26.7% 1,836 $279K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.8% 1,835 $279K
Parallel Advisors, LLC 0.00% Add +2.4% 1,834 $279K
Novare Capital Management LLC 0.02% No change 1,809 $275K
CENTRAL TRUST Co 0.01% Reduce -1.4% 1,807 $275K
NewEdge Wealth, LLC 0.00% Add +3.3% 1,803 $274K
Meeder Asset Management Inc. 0.01% Add +4185.7% 1,800 $274K
First United Bank & Trust 0.08% Add +0.8% 1,785 $271K
Aspire Growth Partners LLC 0.16% Add +0.4% 1,784 $271K
Quantitative Investment Management, LLC 0.03% New 1,778 $270K
Texas Capital Bank Wealth Management Services Inc 0.01% Reduce -17.5% 1,737 $264K
Berkshire Asset Management LLC 0.01% No change 1,733 $263K
Nicolet Bankshares Inc. 0.01% Reduce -3.9% 1,568 $261K
Exchange Traded Concepts, LLC 0.00% Add +1.9% 1,704 $259K
Cigna Investments Inc. 0.03% No change 1,689 $256K
TD Waterhouse Canada Inc. 0.00% Reduce -3.3% 1,596 $253K
Ethos Financial Group, LLC 0.02% New 1,442 $251K
South Dakota Investment Council 0.00% Add +32.0% 1,650 $251K
Dorsey & Whitney Trust CO LLC 0.01% Add +1.6% 1,640 $249K
Kohmann Bosshard Financial Services, LLC 0.02% No change 1,638 $249K
First Bank & Trust 0.04% Reduce -11.2% 1,626 $247K
Perigon Wealth Management, LLC 0.00% Add +13.5% 1,605 $244K
Smith Partners Wealth Management, LLC 0.19% No change 1,600 $243K
DV Trading LLC 0.02% New 1,600 $243K
Carson Advisory Inc. 0.11% No change 1,586 $241K
Clearstead Advisors, LLC 0.00% Add +149.1% 1,577 $240K
Pine Valley Investments Ltd Liability Co 0.01% Add +2.7% 1,568 $238K
Eldridge Investment Advisors, Inc. 0.05% No change 1,563 $237K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.1% 1,508 $229K
Alps Advisors Inc. 0.00% New 1,502 $228K
Circle Wealth Management, LLC 0.00% No change 1,493 $227K
Belpointe Asset Management LLC 0.01% Reduce -8.1% 1,488 $226K
Central Bank & Trust Co. 0.03% Reduce -8.9% 1,481 $225K
Catalyst Capital Advisors LLC 0.00% No change 1,470 $223K
Kooman & Associates 0.06% Add +0.6% 1,454 $221K
Profund Advisors LLC 0.01% Reduce -3.7% 1,454 $221K
Stratos Wealth Advisors, LLC 0.01% Reduce -3.6% 1,453 $221K
Angeles Wealth Management, LLC 0.01% Reduce -0.5% 1,434 $218K
Evolve Private Wealth, LLC 0.01% Reduce -2.9% 1,431 $218K
Personal Cfo Solutions, LLC 0.03% New 1,431 $218K
Zacks Investment Management 0.00% New 1,428 $217K
Independent Financial Group, LLC 0.00% Add +2.4% 1,426 $217K
Composition Wealth, LLC 0.00% New 1,421 $216K
Brown Advisory Inc. 0.00% Add +0.7% 1,397 $212K
nVerses Capital, LLC 0.33% New 1,394 $212K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.1% 1,388 $211K
State of Wyoming 0.02% Reduce -0.4% 1,367 $208K
Old National Bancorp 0.00% New 1,365 $208K
Hamilton Capital Partners Inc. 0.01% Reduce -14.3% 1,359 $207K
Market Street Wealth Management Advisors LLC 0.03% Reduce -3.0% 1,356 $206K
Winebrenner Capital Management LLC 0.13% New 1,354 $206K
Assetmark, Inc. 0.00% Reduce -3.9% 1,350 $205K
Sovereign Financial Group, Inc. 0.03% New 1,346 $205K
111 Capital 0.04% New 1,339 $204K
Sax Wealth Advisors, LLC 0.01% Add +1.7% 1,392 $202K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 1,257 $191K
UMB Bank, n.a. 0.00% Reduce -2.4% 1,205 $183K
Purpose Unlimited Inc. 0.01% No change 1,200 $182K
Caldwell Trust Co 0.01% Reduce -15.1% 1,059 $161K
Global Retirement Partners, LLC 0.00% — 1,012 $154K
Allworth Financial LP 0.00% Reduce -25.4% 1,005 $153K
Cohen & Steers, Inc. 0.00% Reduce -28.6% 1,000 $152K
Kentucky Trust Co 0.07% No change 980 $149K
Beacon Investment Advisory Services, Inc. 0.01% No change 975 $148K
Certuity, LLC 0.01% Add +2.2% 975 $148K
Colonial Trust Co / SC 0.02% No change 939 $143K
BOK Financial Private Wealth, Inc. 0.01% Reduce -72.3% 931 $142K
Bruce G. Allen Investments, LLC 0.09% Reduce -13.2% 923 $140K
Park Place Capital Corp 0.02% No change 920 $140K
Larson Financial Group LLC 0.00% Add +31.9% 914 $139K
EverSource Wealth Advisors, LLC 0.00% Reduce -41.2% 856 $130K
Parkside Financial Bank & Trust 0.01% Add +4.2% 812 $123K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.2% 765 $116K
CVA Family Office, LLC 0.01% Add +9.4% 733 $111K
Federated Hermes, Inc. 0.00% Reduce -3.8% 732 $111K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 732 $111K
DT Investment Partners, LLC 0.01% No change 719 $109K
Ossiam 0.00% New 719 $109K
First Horizon Corp. 0.00% No change 680 $103K
Bayforest Capital Ltd 0.09% Add +669.5% 631 $96K
GGM Financial LLC 0.04% Add +0.5% 624 $95K
Versant Capital Management, Inc 0.01% Add +1.2% 604 $92K
Addison Advisors LLC 0.04% Reduce -21.0% 571 $87K
Rothschild Investment LLC 0.00% Reduce -2.6% 568 $86K
CrossGen Wealth, LLC 0.06% Add +1.5% 549 $83K
Owl Creek Wealth Partners LLC 0.02% Add +2.8% 544 $83K
Capital Advisors, Ltd. LLC 0.01% Add +1.7% 540 $82K
Security National Bank of So Dak 0.04% New 521 $79K
Cromwell Holdings LLC 0.04% Add +3.8% 515 $78K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $76K
CYBER HORNET ETFs LLC 0.04% Reduce -2.3% 473 $72K
HM Payson & Co. 0.00% No change 450 $68K
Osterweis Capital Management Inc. 0.00% Reduce -20.5% 445 $68K
Zions Bancorporation, National Association 0.00% Add +2.9% 425 $65K
First Command Advisory Services, Inc. 0.00% Add +237.7% 385 $59K
TD Capital Management LLC 0.00% Add +0.3% 380 $58K
Dorato Capital Management 0.04% No change 342 $57K
Alerus Financial NA 0.00% No change 362 $55K
Deseret Mutual Benefit Administrators 0.02% Reduce -3.1% 349 $53K
Cornerstone Planning Group LLC 0.01% Reduce -9.5% 314 $53K
LRI Investments, LLC 0.00% New 337 $51K
JFS Wealth Advisors, LLC 0.00% Add +0.9% 334 $51K
Bokf, NA 0.00% Reduce -98.9% 332 $50K
Private Trust Co. NA 0.00% Reduce -16.0% 326 $50K
Steph & Co. 0.01% No change 325 $49K
Hilton Head Capital Partners, LLC 0.02% Add +45.9% 321 $49K
Basecamp Wealth Advisors LLC 0.01% Reduce -1.6% 313 $48K
University of Texas/Texas Am Investment Management Co. 0.01% New 303 $46K
Caitlin John, LLC 0.02% Reduce -92.6% 278 $42K
Operose Advisors LLC 0.01% Reduce -3.2% 271 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $41K
Clearstead Trust, LLC 0.01% Reduce -5.1% 261 $40K
Steigerwald, Gordon & Koch Inc. 0.00% No change 258 $39K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 258 $39K
Leonteq Securities AG 0.00% Reduce -57.8% 256 $39K
ASR Vermogensbeheer N.V. 0.00% Reduce -93.5% 206 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 199 $30K
Salomon & Ludwin, LLC 0.00% Reduce -0.5% 186 $29K
Valley National Advisers Inc. 0.00% Add +1.7% 177 $27K
Harbor Investment Advisory, LLC 0.00% Reduce -17.3% 172 $26K
Fortitude Family Office, LLC 0.00% Add +5.1% 165 $25K
Creative Financial Designs Inc. 0.00% No change 165 $25K
Alpine Bank Wealth Management 0.00% New 162 $25K
Spire Wealth Management 0.00% Reduce -91.8% 158 $24K
Westside Investment Management, Inc. 0.00% No change 154 $23K
Quent Capital, LLC 0.00% Reduce -5.0% 153 $23K
Johnson Financial Group, Inc. 0.00% Reduce -2.0% 150 $23K
MCF Advisors LLC 0.00% No change 149 $23K
Essential Partners LLC 0.01% Add +1544.4% 148 $23K
Harbour Investments, Inc. 0.00% Add +18.6% 147 $22K
GW&K Investment Management, LLC 0.00% Reduce -6.0% 140 $21K
Bell Investment Advisors, Inc 0.00% Reduce -6.9% 134 $20K
Birchbrook, Inc. 0.01% No change 131 $20K
Lanark Financial, Inc. 0.00% No change 126 $19K
Anchor Investment Management, LLC 0.00% Add +101.6% 123 $19K
Fiduciary Financial Advisors 0.00% New 125 $18K
Smithfield Trust Co 0.00% No change 120 $18K
Farmers & Merchants Investments Inc. 0.00% No change 117 $18K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -7.2% 103 $17K
Prestige Wealth Management Group LLC 0.00% No change 111 $17K
MV Capital Management, Inc. 0.00% No change 109 $17K
Oakworth Capital, Inc. 0.00% No change 102 $16K
Creative Capital Management Investments LLC 0.00% Add +36.5% 101 $15K
Truvestments Capital LLC 0.00% New 100 $15K
WPG Advisers, LLC 0.01% Reduce -1.0% 97 $15K
Horizon Financial Services, LLC 0.01% No change 94 $14K
Colonial Trust Advisors 0.00% New 91 $14K
Princeton Global Asset Management LLC 0.00% No change 88 $13K
TIAA Wealth Investment Management LLC 0.00% New 88 $13K
Glen Eagle Advisors, LLC 0.00% No change 86 $13K
Duncker Streett & Co. Inc. 0.00% No change 82 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 81 $12K
Greykasell Wealth Strategies, Inc. 0.00% No change 80 $12K
Covestor Ltd 0.01% Reduce -68.9% 80 $12K
Manchester Capital Management LLC 0.00% No change 78 $12K
Crewe Advisors LLC 0.00% Add +327.8% 77 $12K
Golden State Wealth Management, LLC 0.00% No change 75 $11K
Napier Financial, LLC 0.00% No change 75 $11K
Kemnay Advisory Services Inc. 0.00% Add +15.9% 73 $11K
Avion Wealth 0.00% Add +23.8% 78 $11K
Physician Wealth Advisors, Inc. 0.00% Add +41.2% 72 $11K
Sachetta, LLC 0.01% Add +86.1% 67 $10K
Global X Japan Co., Ltd. 0.00% Add +4.7% 67 $10K
Whittier Trust Co. 0.00% No change 61 $10K
Private Wealth Management Group, LLC 0.00% No change 62 $9K
Rossby Financial, LCC 0.00% Reduce -8.8% 62 $9K
Key Financial Inc 0.00% No change 62 $9K
SBI Securities Co., Ltd. 0.00% Add +15.4% 60 $9K
Coston, McIsaac & Partners 0.00% New 60 $9K
Pacific Center for Financial Services 0.00% No change 58 $9K
Highline Wealth Partners LLC 0.00% Add +612.5% 57 $9K
JPL Wealth Management, LLC 0.00% No change 57 $9K
Silver Grove Financial Group, Inc. 0.00% Add +833.3% 56 $9K
Richardson Capital Management LLC 0.00% No change 55 $8K
Bogart Wealth, LLC 0.00% Reduce -12.7% 55 $8K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.6% 54 $8K
Signature Equity Partners, LLC 0.00% Add +12.8% 53 $8K
Transamerica Financial Advisors, LLC 0.00% Add +48.6% 52 $8K
Torren Management, LLC 0.00% No change 52 $8K
SHP Wealth Management 0.00% Reduce -15.0% 51 $8K
Cornerstone Financial Management LLC 0.01% Add +48.5% 49 $7K
Retirement Wealth Solutions LLC 0.00% Reduce -2.0% 48 $7K
Financial Management Professionals, Inc. 0.00% No change 48 $7K
Aspect Partners, LLC 0.00% Reduce -17.5% 47 $7K
Walleye Capital LLC 0.00% Reduce -98.3% 47 $7K
Vanguard National Trust Co 0.00% No change 45 $7K
Fairman Group, LLC 0.01% No change 44 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +53.6% 43 $7K
JNBA Financial Advisors 0.00% No change 41 $6K
Bravera Wealth 0.00% No change 41 $6K
Wolff Wiese Magana LLC 0.00% No change 40 $6K
Summit Securities Group LLC 0.00% Add +37.9% 40 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.1% 40 $6K
Washington Trust Advisors, Inc. 0.00% No change 38 $6K
Cranbrook Wealth Management, LLC 0.00% No change 38 $6K
CoreCap Advisors, LLC 0.00% Add +18.8% 38 $6K
PFS Partners, LLC 0.00% No change 34 $5K
Trust Co. of Vermont 0.00% — 34 $5K
Elevation Wealth Partners, LLC 0.00% Add +266.7% 33 $5K
SJS Investment Consulting Inc. 0.00% Add +3.1% 33 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 37 $5K
International Assets Investment Management, LLC 0.00% Add +72.2% 31 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 30 $5K
JDM Financial Group LLC 0.00% No change 29 $4K
Raffa Wealth Management, LLC 0.00% Add +3.6% 29 $4K
Albion Financial Group 0.00% No change 29 $4K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -6.7% 28 $4K
Westfuller Advisors, LLC 0.00% Reduce -37.5% 25 $4K
Phillip James Consulting Co. 0.00% New 24 $4K
Burk Holdings LLC 0.00% No change 23 $3K
Rialto Wealth Management, LLC 0.00% Add +35.3% 23 $3K
J.Safra Asset Management Corp 0.00% No change 23 $3K
Hughes Financial Services, LLC 0.00% Add +69.2% 22 $3K
Wilkerson Advisory Group LLC 0.00% Reduce -36.4% 21 $3K
AdvisorNet Financial, Inc 0.00% Add +31.3% 21 $3K
Valued Wealth Advisors LLC 0.00% Reduce -23.1% 20 $3K
True Wealth Design, LLC 0.00% Add +42.9% 20 $3K
SouthState Bank Corp 0.00% Reduce -75.3% 20 $3K
Webster Bank, N. A. 0.00% No change 19 $3K
IMA Advisory Services, Inc. 0.00% Add +111.1% 19 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -10.0% 18 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 18 $3K
Kilter Group LLC 0.00% Reduce -10.5% 17 $3K
HFM Investment Advisors, LLC 0.00% Add +183.3% 17 $3K
Avalon Trust Co 0.00% No change 16 $2K
C M Bidwell & Associates Ltd. 0.00% No change 16 $2K
Morton Brown Family Wealth, LLC 0.00% Add +23.1% 16 $2K
Bartlett & Co. Wealth Management LLC 0.00% Add +220.0% 16 $2K
High Note Wealth, LLC 0.00% Add +25.0% 15 $2K
Dunhill Financial, LLC 0.00% Reduce -6.7% 14 $2K
Marquette Asset Management, LLC 0.00% No change 14 $2K
Armstrong Advisory Group, Inc. 0.00% Reduce -65.0% 14 $2K
Investors Research Corp 0.00% No change 14 $2K
Clark Wealth Partners 0.00% No change 13 $2K
Sunrise Financial Services, LLC 0.00% No change 13 $2K
Buck Wealth Strategies, LLC 0.00% New 13 $2K
Ares Financial Consulting, LLC 0.00% New 12 $2K
Marshall Investment Management, LLC 0.00% New 12 $2K
Nvwm, LLC 0.00% Reduce -99.7% 12 $2K
North Star Investment Management Corp. 0.00% Reduce -45.5% 12 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 12 $2K
Cassaday & Co Wealth Management LLC 0.00% No change 11 $2K
American Capital Advisory, LLC 0.00% Add +42.9% 10 $2K
Quaker Wealth Management, LLC 0.00% Add +66.7% 10 $2K
TFC Financial Management, Inc. 0.00% No change 10 $2K
Atlas Capital Advisors Inc. 0.00% No change 10 $2K
Activest Wealth Management 0.00% Reduce -88.0% 9 $1K
Bayban 0.00% No change 8 $1K
DecisionPoint Financial, LLC 0.00% Add +133.3% 7 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 7 $1K
1015 Capital Partners, LLC 0.00% No change 7 $1K
Dogwood Wealth Management LLC 0.00% Reduce -50.0% 7 $1K
Pin Oak Investment Advisors Inc. 0.00% New 6 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
Bare Financial Services, Inc 0.00% Add +100.0% 6 $912
Continuum Advisory, LLC 0.00% New 6 $912
WestEnd Advisors, LLC 0.00% No change 6 $912
IFG Advisory, LLC 0.00% New 5 $763
Aventura Private Wealth, LLC 0.00% No change 5 $760
Davis Capital Management 0.00% New 4 $608
Downshift Financial, LLC 0.00% New 4 $608
Arlington Trust Co LLC 0.00% No change 4 $608
Tidemark, LLC 0.00% No change 4 $608
Synergy Investment Management, LLC 0.00% No change 3 $522
SOA Wealth Advisors, LLC. 0.00% No change 3 $489
Seneschal Advisors, LLC 0.00% Reduce -25.0% 3 $457
Breakwater Investment Management 0.00% No change 3 $457
Strengthening Families & Communities, LLC 0.00% New 3 $456
Motco 0.00% New 3 $456
Plante Moran Financial Advisors, LLC 0.00% New 3 $456
Grove Bank & Trust 0.00% No change 3 $456
Redwood Park Advisors LLC 0.00% No change 2 $305
Planning Strategies Inc. 0.00% — 2 $304
Cordant, Inc. 0.00% New 1 $194
Maryland Capital Advisors Inc. 0.00% — 1 $153
NBT Bank, N.A. 0.00% No change 1 $152
Triumph Capital Management 0.00% Reduce -50.0% 1 $152
Compass Financial Management LLC 0.00% — 1 $152
Y.D. More Investments Ltd 0.00% No change 112 $57
Navigoe, LLC 0.00% New 6 $0

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