Royal Bank of CanadaRY
13F holders, Q1 2025 (March 31)765holders −11
60new positions
70sold out
7famous investors
$112.91avg. 13F price*
At the end of Q1 2025, 765 institutions reported holding Royal Bank of Canada (RY) in their 13F filings, down 11 from Q4 2024. 60 opened new positions and 70 sold out. The largest holders were Royal Bank of Canada ($8.1B), Bank of Montreal ($7.8B) and Vanguard Group Inc. ($7.0B). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Royal Bank of Canada
- CUSIP
- 780087102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $184.6M |
| Exits | 70 | $201.8M |
All 13F filers, Q4 2024 → Q1 2025: 32,563,758 shares bought and 29,484,888 shares sold, net +3,078,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Royal Bank of Canada | 1.82% | Reduce -1.8% | 72,189,826 | $8.1B |
| Bank of Montreal | 4.20% | Add +3.7% | 69,614,021 | $7.8B |
| Vanguard Group Inc. | 0.13% | Add +5.7% | 62,571,520 | $7.0B |
| TD Asset Management Inc | 3.27% | Add +0.9% | 31,515,404 | $3.5B |
| Cibc World Market Inc. | 6.89% | Add +0.7% | 26,802,342 | $3.0B |
| Mackenzie Financial Corp. | 3.72% | Reduce -0.3% | 23,198,680 | $2.6B |
| FIL Ltd | 2.29% | Reduce -4.0% | 21,412,715 | $2.4B |
| Norges Bank | 0.31% | Reduce -1.8% | 19,777,457 | $2.2B |
| National Bank of Canada | 2.46% | Add +2.1% | 18,638,303 | $2.1B |
| Bank of Nova Scotia | 4.29% | Add +8.0% | 16,802,214 | $1.9B |
| 1832 Asset Management L.P. | 3.58% | Reduce -1.7% | 16,619,239 | $1.9B |
| FMR LLC | 0.11% | Reduce -6.0% | 15,362,759 | $1.7B |
| Toronto Dominion Bank | 4.21% | Add +21.0% | 14,508,314 | $1.6B |
| Federation des caisses Desjardins du Quebec | 7.05% | Add +3.4% | 12,656,362 | $1.4B |
| CIBC Asset Management Inc | 4.67% | Reduce -6.5% | 12,455,616 | $1.4B |
| Connor, Clark & Lunn Investment Management Ltd. | 5.62% | Add +2.9% | 11,431,721 | $1.3B |
| Geode Capital Management, LLC | 0.09% | Add +12.9% | 9,464,308 | $1.1B |
| Scotia Capital Inc. | 5.38% | Add +0.4% | 8,924,206 | $1.0B |
| Legal & General Group Plc | 0.26% | Add +2.5% | 8,426,347 | $949.1M |
| Manufacturers Life Insurance Company, The | 0.90% | Reduce -27.9% | 8,273,897 | $937.1M |
| Wellington Management Group LLP | 0.17% | Add +5.3% | 7,632,863 | $859.7M |
| Goldman Sachs Group Inc. | 0.15% | Add +129.9% | 7,063,761 | $796.2M |
| Beutel, Goodman & Co Ltd. | 4.42% | Reduce -8.8% | 6,805,190 | $766.5M |
| JPMorgan Chase & Co. | 0.06% | Add +4.4% | 6,458,212 | $728.0M |
| Canada Pension Plan Investment Board | 0.69% | Add +104.6% | 6,346,768 | $715.0M |
| TD Waterhouse Canada Inc. | 4.96% | Reduce -1.5% | 5,373,163 | $605.5M |
| Morgan Stanley | 0.04% | Add +50.8% | 5,125,473 | $577.7M |
| Fiera Capital Corp | 1.93% | Add +2.3% | 4,741,694 | $534.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.92% | Reduce -35.5% | 3,651,807 | $411.5M |
| Alberta Investment Management Corp | 2.95% | Add +1.7% | 3,645,211 | $410.6M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +0.8% | 3,574,879 | $402.6M |
| Invesco Ltd. | 0.08% | Reduce -7.3% | 3,513,564 | $396.0M |
| Agf Management Ltd. | 1.75% | Add +15.8% | 2,581,744 | $329.2M |
| Bank of America Corp. | 0.03% | Add +27.0% | 2,896,404 | $326.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2.00% | Add +4.5% | 2,886,014 | $325.1M |
| Massachusetts Financial Services Co. | 0.10% | Add +0.1% | 2,630,666 | $296.5M |
| Franklin Resources Inc. | 0.08% | Reduce -6.7% | 2,546,056 | $286.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.4% | 2,246,579 | $253.2M |
| Capital World Investors | 0.04% | Reduce -72.7% | 2,191,050 | $246.8M |
| Mufg Securities (canada), LTD. | 8.47% | Reduce -0.1% | 2,157,904 | $243.0M |
| Caisse de depot et placement du Quebec | 0.51% | Reduce -11.6% | 2,155,685 | $242.8M |
| Deutsche Bank AG | 0.09% | Add +23.4% | 2,036,417 | $229.5M |
| JARISLOWSKY, FRASER Ltd | 1.41% | Reduce -1.1% | 1,997,039 | $224.9M |
| William Blair Investment Management, LLC | 0.53% | Add +186.3% | 1,674,195 | $188.6M |
| Guardian Capital LP | 6.96% | Reduce -4.2% | 1,569,445 | $176.8M |
| Letko, Brosseau & Associates Inc. | 3.70% | Reduce -14.0% | 1,546,167 | $174.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -13.1% | 1,491,526 | $168.1M |
| Clearbridge Investments, LLC | 0.14% | Reduce -4.3% | 1,457,546 | $164.3M |
| Amundi | 0.06% | Reduce -0.6% | 1,354,425 | $155.9M |
| APG Asset Management N.V. | 0.48% | Add +3.4% | 1,475,136 | $153.8M |
| Bank of New York Mellon Corp | 0.03% | Add +1.5% | 1,305,542 | $147.2M |
| BlackRock, Inc. | 0.00% | Add +8.9% | 1,297,865 | $146.3M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 10.71% | Add +3.2% | 1,283,071 | $144.6M |
| Northern Trust Corp. | 0.02% | Add +13.2% | 1,268,080 | $142.9M |
| OMERS ADMINISTRATION Corp | 1.10% | Add +1.0% | 1,120,025 | $126.1M |
| Alliancebernstein L.P. | 0.04% | Add +23.5% | 1,088,688 | $122.7M |
| Korea Investment CORP | 0.30% | Reduce -0.3% | 1,081,746 | $121.8M |
| CANADA LIFE ASSURANCE Co | 0.21% | Add +0.8% | 1,080,818 | $121.8M |
| Canoe Financial LP | 1.91% | Reduce -12.2% | 1,055,670 | $118.9M |
| HSBC Holdings PLC | 0.08% | Add +24.0% | 1,017,640 | $114.6M |
| Nuveen, LLC | 0.03% | — | 1,015,086 | $114.3M |
| Addenda Capital Inc. | 4.20% | Reduce -7.9% | 699,873 | $113.4M |
| Aviva PLC | 0.27% | Add +16.0% | 988,323 | $111.4M |
| Hillsdale Investment Management Inc. | 5.53% | Add +9.5% | 965,206 | $108.8M |
| DekaBank Deutsche Girozentrale | 0.21% | Add +0.5% | 949,599 | $105.6M |
| Cardinal Capital Management, Inc. | 3.52% | Reduce -9.7% | 919,466 | $103.6M |
| Ameriprise Financial Inc. | 0.03% | Add +299.7% | 841,497 | $99.9M |
| Dixon Mitchell Investment Counsel Inc. | 4.37% | Add +4.3% | 859,911 | $96.9M |
| State of Tennessee, Department of Treasury | 0.36% | Add +1.5% | 826,207 | $93.1M |
| Regions Financial Corp. | 0.67% | No change | 793,651 | $89.5M |
| UBS Group AG | 0.02% | Reduce -14.7% | 768,732 | $86.7M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -11.7% | 737,907 | $83.0M |
| Qube Research & Technologies Ltd | 0.12% | Add +103.3% | 697,436 | $78.6M |
| UniSuper Management Pty Ltd | 0.57% | Add +1.9% | 475,100 | $77.0M |
| Bank of Nova Scotia Trust Co. | 7.80% | Reduce -1.9% | 648,620 | $73.1M |
| Quadrature Capital Ltd | 1.62% | Add +180.5% | 643,700 | $73.0M |
| Burgundy Asset Management Ltd. | 0.75% | Reduce -1.0% | 642,238 | $72.4M |
| AXA S.A. | 0.24% | Add +59.8% | 635,738 | $71.7M |
| Intact Investment Management Inc. | 2.38% | Add +84.5% | 617,316 | $69.5M |
| J. Safra Sarasin Holding AG | 1.19% | Reduce -0.9% | 583,754 | $65.7M |
| Cidel Asset Management Inc. | 4.25% | Add +0.3% | 576,740 | $65.0M |
| Clark Capital Management Group, Inc. | 0.46% | Add +2.0% | 573,009 | $64.6M |
| Pictet Asset Management Holding SA | 0.07% | Add +4.1% | 550,209 | $62.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.18% | Add +5.3% | 548,921 | $61.8M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 7.78% | Reduce -8.2% | 543,347 | $61.2M |
| Northwest & Ethical Investments L.P. | 1.55% | Add +17.1% | 508,296 | $57.3M |
| Raymond James Financial Inc. | 0.02% | Add +1.3% | 504,807 | $56.9M |
| Guardian Partners Inc. | 5.66% | Reduce -3.9% | 481,621 | $54.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.55% | Add +3.8% | 324,782 | $52.6M |
| QV Investors Inc. | 5.17% | New | 454,273 | $51.2M |
| Fisher Asset Management | 0.02% | Add +0.5% | 434,251 | $48.9M |
| Millennium Management | 0.05% | Reduce -52.6% | 423,479 | $47.7M |
| First Trust Advisors LP | 0.04% | Add +3.3% | 422,342 | $47.6M |
| Renaissance Technologies | 0.07% | Add +44.6% | 395,894 | $44.6M |
| Cumberland Partners Ltd | 3.44% | Reduce -3.3% | 395,548 | $44.6M |
| Lanark Financial, Inc. | 3.48% | — | 361,819 | $40.8M |
| Citadel Advisors | 0.04% | Add +120.5% | 356,043 | $40.1M |
| Public Employees Retirement System of Ohio | 0.14% | Reduce -1.7% | 352,825 | $39.7M |
| Forsta Ap-Fonden | 0.30% | Reduce -3.6% | 352,700 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.1% | 341,776 | $38.5M |
| Citigroup Inc. | 0.03% | Reduce -28.6% | 339,218 | $38.2M |
| Montrusco Bolton Investments Inc. | 0.50% | Reduce -22.3% | 336,357 | $37.9M |
| Value Partners Investments Inc. | 3.15% | Add +574.8% | 323,135 | $36.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.21% | Reduce -2.4% | 310,480 | $35.0M |
| O'shaughnessy Asset Management, LLC | 0.27% | Reduce -6.9% | 300,300 | $33.8M |
| Acadian Asset Management LLC | 0.09% | Add +84.2% | 273,644 | $30.8M |
| Triasima Portfolio Management inc. | 6.05% | Reduce -10.5% | 273,197 | $30.8M |
| Mn Services Vermogensbeheer B.V. | 0.23% | Reduce -13.2% | 266,800 | $30.0M |
| Voloridge Investment Management, LLC | 0.11% | New | 265,745 | $30.0M |
| Allianz Asset Management GmbH | 0.04% | Reduce -3.7% | 265,427 | $29.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.4% | 254,269 | $28.7M |
| Aviso Financial Inc. | 1.40% | Add +19.3% | 251,078 | $28.3M |
| Man Group plc | 0.09% | Add +552.3% | 248,372 | $28.0M |
| Rathbones Group PLC | 0.14% | Reduce -1.3% | 248,013 | $27.9M |
| Susquehanna Fundamental Investments, LLC | 0.46% | Reduce -7.2% | 246,000 | $27.7M |
| Pathstone Holdings, LLC | 0.12% | Add +26.4% | 243,088 | $27.4M |
| American Century Companies Inc. | 0.02% | Add +7.2% | 241,196 | $27.2M |
| SIG North Trading, ULC | 5.34% | Reduce -10.6% | 232,479 | $26.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.5% | 228,542 | $25.7M |
| Creative Planning | 0.02% | Add +0.8% | 223,960 | $25.2M |
| USS Investment Management Ltd | 0.19% | Add +0.1% | 223,206 | $25.1M |
| Varma Mutual Pension Insurance Co | 0.22% | Reduce -10.3% | 222,529 | $25.1M |
| Rempart Asset Management Inc. | 4.98% | Reduce -1.3% | 214,123 | $24.1M |
| Unigestion Holding SA | 1.39% | Add +48.7% | 210,566 | $23.7M |
| Galibier Capital Management Ltd. | 7.26% | Add +5175.8% | 206,282 | $23.2M |
| Coleford Investment Management Ltd. | 6.41% | Reduce -1.4% | 202,704 | $22.8M |
| Godsey & Gibb, Inc. | 2.21% | Reduce -0.1% | 199,871 | $22.5M |
| Focus Partners Wealth | 0.06% | Reduce -10.5% | 199,481 | $22.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.11% | Add +4.5% | 197,991 | $22.3M |
| Macquarie Group Ltd. | 0.03% | Add +6547.5% | 132,950 | $21.5M |
| Royal London Asset Management Ltd. | 0.05% | Add +56.5% | 188,024 | $21.2M |
| Wells Fargo & Company | 0.00% | Reduce -17.6% | 180,916 | $20.4M |
| Investment Management Corp of Ontario | 0.41% | New | 180,226 | $20.3M |
| Americana Partners, LLC | 0.78% | Add +0.2% | 178,568 | $20.1M |
| Capital Research Global Investors | 0.00% | Reduce -49.9% | 173,436 | $19.5M |
| Two Sigma Advisers, LP | 0.04% | Add +485.4% | 165,074 | $18.6M |
| Utah Retirement Systems | 0.21% | No change | 157,891 | $17.8M |
| Genus Capital Management Inc. | 2.44% | — | 149,397 | $16.8M |
| LPL Financial LLC | 0.01% | Add +3.5% | 142,392 | $16.1M |
| Public Sector Pension Investment Board | 0.07% | Add +0.5% | 136,520 | $15.4M |
| Lombard Odier Asset Management (Switzerland) SA | 0.86% | Add +27.7% | 64,447 | $15.0M |
| Maryland State Retirement & Pension System | 0.36% | Add +59.3% | 132,697 | $14.9M |
| Crossmark Global Holdings, Inc. | 0.26% | Reduce -1.3% | 131,547 | $14.8M |
| Claret Asset Management Corp | 2.87% | Add +0.9% | 128,187 | $14.4M |
| Janus Henderson Group PLC | 0.01% | Reduce -4.1% | 127,980 | $14.4M |
| K.J. Harrison & Partners Inc | 2.80% | Reduce -29.0% | 126,998 | $14.3M |
| Intech Investment Management LLC | 0.15% | Add +22.6% | 126,753 | $14.3M |
| Avanza Fonder AB | 0.46% | Reduce -8.6% | 84,690 | $13.9M |
| Waratah Capital Advisors Ltd. | 0.92% | Add +0.3% | 119,992 | $13.5M |
| Twin Tree Management, LP | 0.29% | Add +242.9% | 117,502 | $13.2M |
| Gulf International Bank (UK) Ltd | 0.45% | Add +2614.1% | 81,340 | $13.2M |
| Truist Financial Corp. | 0.02% | Add +0.1% | 116,790 | $13.2M |
| Lorne Steinberg Wealth Management Inc. | 3.83% | Add +3.9% | 116,475 | $13.1M |
| Cardinal Point Capital Management ULC | 1.20% | New | 117,217 | $13.0M |
| Natixis Advisors, LLC | 0.02% | Reduce -12.3% | 113,689 | $12.8M |
| Trexquant Investment LP | 0.14% | New | 110,495 | $12.5M |
| HighTower Advisors, LLC | 0.02% | Add +4.4% | 106,672 | $12.0M |
| American Assets Investment Management, LLC | 1.02% | No change | 103,500 | $11.7M |
| Bridgewater Associates | 0.05% | Add +0.7% | 100,604 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.7% | 99,756 | $11.2M |
| Bragg Financial Advisors, Inc | 0.46% | Add +2.9% | 98,920 | $11.2M |
| Magnetar Financial LLC | 0.15% | New | 95,530 | $10.8M |
| Davis-Rea LTD. | 2.77% | Add +396.5% | 92,431 | $10.4M |
| Vontobel Holding Ltd. | 0.04% | Add +4.1% | 91,555 | $10.3M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -2.6% | 90,581 | $10.2M |
| Captrust Financial Advisors | 0.03% | Reduce -12.2% | 90,402 | $10.2M |
| Ossiam | 0.14% | Reduce -7.7% | 89,711 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Add +4060.0% | 89,356 | $10.1M |
| Generali Asset Management SPA SGR | 0.24% | Add +130.5% | 61,168 | $9.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +9.9% | 85,248 | $9.9M |
| Palisade Asset Management, LLC | 1.01% | No change | 87,649 | $9.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.0% | 86,847 | $9.8M |
| Swiss Life Asset Management Ltd | 0.07% | Add +21.6% | 84,098 | $9.5M |
| Barclays PLC | 0.00% | Add +4721.5% | 83,894 | $9.5M |
| Heathbridge Capital Management Ltd. | 3.78% | Reduce -9.6% | 82,500 | $9.3M |
| M. Kulyk & Associates, LLC | 2.09% | Reduce -12.7% | 81,002 | $9.1M |
| Diversified Trust Co. | 0.22% | Add +68.1% | 79,642 | $9.0M |
| Capital Fund Management S.A. | 0.11% | Add +26.0% | 78,908 | $8.9M |
| Janney Montgomery Scott LLC | 0.02% | New | 76,508 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Add +213.7% | 74,023 | $8.3M |
| US Bancorp \de | 0.01% | Reduce -16.8% | 72,628 | $8.2M |
| Altrius Capital Management Inc | 1.96% | Add +11.5% | 71,705 | $8.1M |
| Bessemer Group Inc. | 0.01% | Reduce -82.9% | 71,519 | $8.1M |
| Quantinno Capital Management LP | 0.05% | Add +20.0% | 70,990 | $8.0M |
| PCJ Investment Counsel Ltd. | 3.11% | Reduce -8.6% | 70,540 | $7.9M |
| Ravenstone Capital Management Inc. | 4.44% | Add +4.3% | 67,733 | $7.6M |
| Brown Advisory Inc. | 0.01% | Reduce -62.0% | 67,174 | $7.6M |
| Federated Hermes, Inc. | 0.02% | Add +1.9% | 66,335 | $7.5M |
| Assenagon Asset Management S.A. | 0.01% | Add +47.5% | 65,100 | $7.3M |
| Baskin Financial Services Inc. | 0.58% | Add +5.0% | 62,855 | $7.1M |
| CenterBook Partners LP | 0.44% | Add +351.0% | 61,868 | $7.0M |
| Metis Global Partners, LLC | 0.19% | Reduce -4.5% | 61,143 | $6.9M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -0.1% | 60,130 | $6.8M |
| Onex Canada Asset Management Inc. | 0.86% | Reduce -25.5% | 59,424 | $6.7M |
| Summerhill Capital Management lnc. | 8.40% | Reduce -3.9% | 55,580 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -9.2% | 54,894 | $6.2M |
| Live Oak Private Wealth LLC | 0.98% | No change | 53,689 | $6.1M |
| Andra AP-fonden | 0.10% | Add +1710.0% | 36,200 | $5.9M |
| Shikiar Asset Management Inc. | 1.96% | Reduce -49.3% | 52,040 | $5.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | Reduce -56.7% | 51,249 | $5.8M |
| Tower Research Capital LLC (TRC) | 0.17% | Add +2195.6% | 50,411 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -59.9% | 49,107 | $5.5M |
| Country Club Bank | 0.37% | Reduce -1.1% | 49,277 | $5.5M |
| M&T Bank Corp | 0.02% | Reduce -0.2% | 47,811 | $5.4M |
| Candriam S.C.A. | 0.03% | Add +4.4% | 47,831 | $5.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.5% | 46,700 | $5.3M |
| United Services Automobile Association | 0.16% | Add +0.2% | 46,609 | $5.2M |
| Gold Investment Management Ltd. | 2.17% | Add +3.2% | 45,469 | $5.1M |
| Hennessy Advisors Inc. | 0.17% | Reduce -8.5% | 45,400 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +9.9% | 44,605 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +12.2% | 43,793 | $4.9M |
| XTX Topco Ltd | 0.25% | Add +203.2% | 42,562 | $4.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.51% | Reduce -7.4% | 29,538 | $4.8M |
| Quadrant Capital Group LLC | 0.17% | Add +801.8% | 40,859 | $4.6M |
| Summit Global Investments | 0.32% | Reduce -2.6% | 39,535 | $4.5M |
| Pacifica Partners Inc. | 2.00% | Reduce -5.1% | 37,967 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.5% | 38,771 | $4.4M |
| Cardinal Capital Management | 0.68% | Add +0.1% | 38,709 | $4.4M |
| Erste Asset Management GmbH | 0.05% | Reduce -47.7% | 36,900 | $4.2M |
| Mediolanum International Funds Ltd | 0.06% | Reduce -6.5% | 37,223 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.4% | 37,072 | $4.2M |
| ASR Vermogensbeheer N.V. | 0.06% | — | 36,746 | $4.1M |
| one8zero8, LLC | 0.97% | Add +0.0% | 36,346 | $4.1M |
| Evelyn Partners Investment Management LLP | 0.14% | Reduce -0.3% | 36,364 | $4.1M |
| Van Eck Associates Corp. | 0.01% | New | 35,542 | $4.0M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -3.1% | 35,232 | $4.0M |
| Counterweight Ventures, LLC | 2.85% | No change | 35,227 | $4.0M |
| Logan Capital Management Inc. | 0.17% | Add +1.5% | 34,062 | $3.8M |
| Shilanski & Associates, Inc. | 1.18% | Add +5.5% | 33,646 | $3.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -6.3% | 33,550 | $3.8M |
| Aristotle Capital Management, LLC | 0.01% | No change | 33,470 | $3.8M |
| Ritholtz Wealth Management | 0.11% | Reduce -16.3% | 33,423 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.7% | 33,415 | $3.8M |
| Credit Agricole S A | 0.01% | Add +5.0% | 33,354 | $3.8M |
| Tacita Capital Inc | 2.66% | Add +0.6% | 32,745 | $3.7M |
| Turn8 Private Wealth Inc. | 2.74% | Add +13.3% | 31,052 | $3.5M |
| Plato Investment Management Ltd | 0.29% | Add +21.3% | 30,192 | $3.4M |
| Te Ahumairangi Investment Management Ltd | 0.72% | Reduce -1.9% | 30,340 | $3.4M |
| Louisbourg Investments Inc. | 0.92% | Reduce -6.0% | 29,977 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 29,157 | $3.3M |
| &partners | 0.03% | Add +823.7% | 29,272 | $3.3M |
| Balyasny Asset Management L.P. | 0.01% | New | 29,107 | $3.3M |
| Quilter Plc | 0.07% | Reduce -0.9% | 28,570 | $3.2M |
| Graham Capital Management, L.P. | 0.15% | Add +68.0% | 28,478 | $3.2M |
| Aspiriant, LLC | 0.11% | Reduce -7.8% | 28,352 | $3.2M |
| Corient Private Wealth LP | 0.01% | Reduce -22.2% | 28,343 | $3.2M |
| Basswood Capital Management, L.L.C. | 0.18% | No change | 28,335 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 27,596 | $3.1M |
| Entropy Technologies, LP | 0.30% | Add +110.5% | 27,306 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 27,148 | $3.1M |
| Aspen Grove Capital, LLC | 0.58% | Add +0.6% | 26,663 | $3.0M |
| Stonegate Investment Group, LLC | 0.08% | New | 26,575 | $3.0M |
| Harvest Portfolios Group Inc. | 0.09% | Add +8.6% | 26,482 | $3.0M |
| Signaturefd, LLC | 0.06% | Reduce -2.3% | 26,299 | $3.0M |
| Ninepoint Partners LP | 0.52% | Add +6.1% | 26,135 | $2.9M |
| Cigna Investments Inc. | 0.55% | Reduce -0.6% | 26,038 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.22% | Add +1187.6% | 25,740 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Reduce -1.3% | 25,034 | $2.8M |
| Trust Co of the South | 0.59% | No change | 25,043 | $2.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.26% | Add +8.7% | 25,000 | $2.8M |
| Alkeme Wealth, LLC | 1.26% | Add +1.4% | 24,828 | $2.8M |
| Zurich Insurance Group Ltd | 0.02% | No change | 24,100 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +4.3% | 23,043 | $2.6M |
| Whitener Capital Management, Inc. | 0.72% | Reduce -0.7% | 22,670 | $2.6M |
| RNC Capital Management LLC | 0.13% | No change | 22,562 | $2.5M |
| Qtron Investments LLC | 0.37% | No change | 22,148 | $2.5M |
| Dynamic Technology Lab Private Ltd | 0.36% | Reduce -17.9% | 21,950 | $2.5M |
| Wambolt & Associates, LLC | 0.83% | Reduce -2.2% | 21,449 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +15.8% | 21,447 | $2.4M |
| CFM Wealth Partners LLC | 0.43% | No change | 21,401 | $2.4M |
| Fairfield, Bush & Co. | 1.53% | Reduce -1.9% | 21,400 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 21,177 | $2.4M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -6.4% | 20,740 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.9% | 20,424 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.1% | 20,275 | $2.3M |
| Natixis | 0.01% | Add +48.8% | 20,259 | $2.3M |
| Voya Investment Management LLC | 0.00% | Add +26.9% | 20,087 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.0% | 19,844 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +2.0% | 19,844 | $2.2M |
| Bogart Wealth, LLC | 0.10% | No change | 19,732 | $2.2M |
| Verum Partners LLC | 0.60% | Add +0.8% | 19,674 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +10.8% | 19,467 | $2.2M |
| FORA Capital, LLC | 0.22% | New | 18,865 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -15.0% | 18,834 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.5% | 18,525 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.5% | 18,471 | $2.1M |
| Colonial Trust Co / SC | 0.32% | Add +310.8% | 18,452 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.8% | 19,033 | $2.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -62.4% | 18,200 | $2.1M |
| 111 Capital | 0.39% | New | 17,871 | $2.0M |
| Old Port Advisors | 0.59% | Reduce -0.4% | 17,785 | $2.0M |
| Prospera Financial Services Inc | 0.05% | Add +0.6% | 17,682 | $2.0M |
| Applied Capital LLC | 1.53% | Reduce -0.5% | 16,934 | $1.9M |
| Muirfield Wealth Advisors LLC | 1.61% | Add +0.7% | 16,802 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -1.1% | 16,468 | $1.9M |
| Sumitomo Life Insurance Co. | 0.07% | Reduce -1.1% | 16,450 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -1.1% | 16,450 | $1.9M |
| Arkadios Wealth Advisors | 0.07% | Add +97.3% | 16,332 | $1.8M |
| AMG National Trust Bank | 0.05% | Reduce -1.3% | 16,278 | $1.8M |
| Franklin Street Advisors Inc. | 0.13% | No change | 16,030 | $1.8M |
| RFG Advisory, LLC | 0.05% | Add +0.0% | 15,963 | $1.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -40.7% | 15,973 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.1% | 15,808 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +7.0% | 15,798 | $1.8M |
| Blue Trust, Inc. | 0.02% | Add +1.1% | 15,718 | $1.8M |
| Achmea Investment Management B.V. | 0.03% | Add +53.2% | 15,560 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.8% | 15,254 | $1.7M |
| Boston Trust Walden Corp | 0.01% | No change | 15,170 | $1.7M |
| Prudential PLC | 0.01% | Reduce -13.2% | 14,975 | $1.7M |
| Centiva Capital, LP | 0.09% | New | 14,617 | $1.6M |
| Independent Advisor Alliance | 0.05% | Reduce -16.0% | 14,595 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Add +28.5% | 14,561 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.80% | No change | 14,249 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.5% | 13,970 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -24.8% | 13,836 | $1.6M |
| Pembroke Management, LTD | 0.22% | Reduce -10.3% | 9,411 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +3.4% | 13,457 | $1.5M |
| Bridgeway Capital Management, LLC | 0.04% | New | 12,750 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Add +0.3% | 12,737 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +4.2% | 12,697 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -9.3% | 12,533 | $1.4M |
| Compound Planning, Inc. | 0.06% | Reduce -13.4% | 12,518 | $1.4M |
| PEAK6 LLC | 0.06% | New | 12,467 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +75.1% | 12,255 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.5% | 12,150 | $1.4M |
| Mayfair Advisory Group, LLC | 0.77% | No change | 11,802 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +2.7% | 11,768 | $1.3M |
| AQR Capital Management | 0.00% | Add +60.9% | 11,779 | $1.3M |
| Gibbs Wealth Management | 0.32% | Add +2.3% | 11,677 | $1.3M |
| Great Lakes Retirement, Inc. | 0.17% | Add +0.8% | 11,362 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.36% | Add +51.1% | 11,305 | $1.3M |
| HRT Financial LP | 0.01% | New | 11,256 | $1.3M |
| Ativo Capital Management LLC | 1.08% | Reduce -0.8% | 11,181 | $1.3M |
| Edmp, Inc. | 1.05% | Reduce -2.0% | 11,101 | $1.3M |
| Brown Shipley& Co Ltd | 0.70% | Reduce -0.8% | 11,010 | $1.2M |
| Midwest Professional Planners, LTD. | 0.38% | Add +16.6% | 10,932 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 10,751 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +20.2% | 10,561 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.4% | 10,439 | $1.2M |
| Bridgewater Advisors Inc. | 0.10% | New | 9,757 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Reduce -5.4% | 10,228 | $1.2M |
| Syon Capital LLC | 0.09% | Add +9.3% | 10,182 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +0.5% | 9,517 | $1.1M |
| Capital Investment Counsel, Inc | 0.17% | Add +24.4% | 10,146 | $1.1M |
| Community Bank, N.A. | 0.15% | Add +31.3% | 10,094 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Reduce -2.6% | 9,965 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -7.9% | 9,949 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | No change | 9,947 | $1.1M |
| Founders Financial Alliance, LLC | 0.27% | Add +3.2% | 9,876 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 9,744 | $1.1M |
| Independent Solutions Wealth Management, LLC | 0.24% | Reduce -9.0% | 9,698 | $1.1M |
| Aprio Wealth Management, LLC | 0.14% | Add +3.2% | 9,645 | $1.1M |
| Leisure Capital Management | 0.44% | Add +0.6% | 9,416 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -8.7% | 9,378 | $1.1M |
| Canerector Inc. | 0.82% | No change | 65,000 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | Reduce -9.9% | 9,185 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -12.0% | 9,187 | $1.0M |
| Old North State Trust, LLC | 0.66% | No change | 8,554 | $1.0M |
| Cerro Pacific Wealth Advisors LLC | 0.33% | Add +0.5% | 8,513 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +10.2% | 8,956 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -6.4% | 8,936 | $1.0M |
| Advisory Resource Group | 0.20% | Add +5.3% | 8,849 | $997K |
| Tradewinds, LLC. | 0.28% | Add +6.1% | 8,735 | $985K |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -0.3% | 8,725 | $983K |
| Oddo BHF Asset Management Sas | 0.04% | No change | 6,000 | $973K |
| Summit Financial, LLC | 0.03% | Add +0.7% | 8,580 | $967K |
| Banque Cantonale Vaudoise | 0.04% | — | 8,563 | $964K |
| World Investment Advisors | 0.03% | Add +13.7% | 8,546 | $963K |
| Danske Bank A/S | 0.00% | Add +9.2% | 8,415 | $950K |
| Pathway Financial Advisers, LLC | 0.33% | Add +5.6% | 8,409 | $948K |
| Caprock Group, LLC | 0.03% | Add +15.5% | 8,401 | $947K |
| Moors & Cabot, Inc. | 0.05% | No change | 8,346 | $941K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.0% | 8,215 | $926K |
| Modera Wealth Management, LLC | 0.01% | Reduce -8.5% | 8,150 | $919K |
| Novare Capital Management LLC | 0.08% | Add +14.1% | 7,909 | $892K |
| Sage Mountain Advisors LLC | 0.06% | Reduce -5.2% | 7,792 | $878K |
| One Capital Management, LLC | 0.03% | New | 7,635 | $860K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.1% | 7,625 | $860K |
| Obermeyer Wealth Partners | 0.05% | No change | 7,611 | $858K |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 7,465 | $841K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,280 | $821K |
| Miller Howard Investments Inc. | 0.03% | Reduce -98.5% | 7,173 | $809K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.8% | 7,122 | $803K |
| Tandem Investment Advisors, Inc. | 0.03% | Add +0.8% | 7,105 | $801K |
| Five Oceans Advisors | 0.38% | Reduce -14.0% | 6,968 | $785K |
| ICONIQ Capital, LLC | 0.01% | Reduce -13.1% | 6,759 | $762K |
| Checchi Capital Advisers, LLC | 0.05% | Add +9.8% | 6,682 | $753K |
| Brady Family Wealth, LLC | 0.24% | No change | 6,647 | $749K |
| River Wealth Advisors LLC | 0.10% | Reduce -10.0% | 6,592 | $743K |
| Vident Advisory, LLC | 0.01% | Add +43.2% | 6,582 | $742K |
| EPG Wealth Management LLC | 0.21% | Add +4.9% | 6,566 | $740K |
| Forum Financial Management, LP | 0.01% | Reduce -63.1% | 6,489 | $731K |
| Algert Global LLC | 0.02% | Add +8.4% | 6,451 | $728K |
| Affinity Capital Advisors, LLC | 0.14% | No change | 6,416 | $727K |
| Wagner Wealth Management, LLC | 0.18% | Add +2.2% | 6,421 | $724K |
| University of Texas/Texas Am Investment Management Co. | 0.12% | New | 6,404 | $722K |
| Westover Capital Advisors, LLC | 0.16% | Reduce -0.0% | 6,403 | $722K |
| Savant Capital, LLC | 0.01% | Reduce -15.4% | 6,384 | $720K |
| Welch Group, LLC | 0.03% | No change | 6,390 | $717K |
| Towne Trust Company, N.A | 0.25% | Reduce -16.0% | 6,300 | $710K |
| Citizens Financial Group Inc. | 0.01% | New | 6,288 | $709K |
| First National Trust Co | 0.03% | No change | 6,250 | $705K |
| Woodard & Co. Asset Management Group Inc. | 0.15% | No change | 6,225 | $702K |
| Community Bank & Trust, Waco, Texas | 0.16% | Add +4.6% | 6,166 | $695K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -17.2% | 6,093 | $687K |
| Patten & Patten Inc. | 0.05% | No change | 6,080 | $685K |
| Rodgers Brothers Inc. | 0.09% | No change | 6,050 | $682K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.0% | 6,014 | $678K |
| Ti-Trust, Inc. | 0.45% | No change | 6,000 | $676K |
| Sterling Capital Management LLC | 0.01% | Add +20.1% | 5,985 | $675K |
| Phoenix Financial Ltd. | 0.01% | Reduce -20.7% | 5,764 | $653K |
| Mountain Pacific Investment Advisers LLC | 0.05% | No change | 5,694 | $642K |
| Versant Capital Management, Inc | 0.11% | Add +816.5% | 5,673 | $639K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -1.3% | 5,639 | $636K |
| Aigen Investment Management, LP | 0.10% | New | 5,605 | $632K |
| Forbes J M & Co. LLP | 0.06% | No change | 5,600 | $631K |
| Sara-Bay Financial | 0.27% | Reduce -0.1% | 5,480 | $615K |
| Citrine Capital LLC | 0.38% | No change | 5,412 | $610K |
| Evelyn Partners Investment Management Services Ltd | 0.10% | No change | 5,346 | $602K |
| HB Wealth Management, LLC | 0.01% | Add +3.9% | 5,343 | $602K |
| Holderness Investments Co. | 0.14% | No change | 5,295 | $597K |
| TrueMark Investments, LLC | 0.16% | New | 5,270 | $594K |
| West Family Investments, Inc. | 0.22% | No change | 5,206 | $587K |
| Balentine LLC | 0.02% | No change | 5,185 | $584K |
| Salem Investment Counselors Inc. | 0.02% | No change | 5,167 | $582K |
| Spirepoint Private Client, LLC | 0.08% | No change | 5,123 | $577K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +3.9% | 5,093 | $574K |
| Cordatus Wealth Management LLC | 0.16% | Add +5.5% | 5,053 | $570K |
| Guggenheim Capital LLC | 0.01% | Add +87.8% | 5,045 | $569K |
| Ascent Group, LLC | 0.02% | Add +201.9% | 5,041 | $568K |
| Marble Harbor Investment Counsel, LLC | 0.06% | No change | 5,006 | $564K |
| BlackDiamond Wealth Management, LLC | 0.38% | No change | 4,654 | $560K |
| Jones Financial Companies LLLP | 0.00% | Add +23.9% | 4,969 | $557K |
| Calydon Capital | 0.10% | No change | 4,926 | $555K |
| Integrity Alliance, Llc. | 0.02% | New | 4,833 | $545K |
| Enterprise Bank & Trust Co | 0.21% | No change | 4,800 | $541K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,800 | $541K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.6% | 4,794 | $540K |
| Verition Fund Management LLC | 0.00% | New | 4,698 | $530K |
| Ruggaard & Associates LLC | 0.23% | No change | 4,685 | $528K |
| Ballentine Partners, LLC | 0.01% | Add +8.8% | 4,685 | $528K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.3% | 4,639 | $523K |
| Huntington National Bank | 0.01% | Reduce -1.0% | 4,638 | $523K |
| Strategic Blueprint, LLC | 0.03% | Add +14.5% | 4,631 | $522K |
| Legacy Capital Group California, Inc. | 0.18% | Add +0.8% | 4,588 | $517K |
| PDS Planning, Inc | 0.04% | Add +12.1% | 4,578 | $516K |
| Kathmere Capital Management, LLC | 0.04% | Add +0.9% | 4,514 | $509K |
| Mount Lucas Management LP | 0.24% | New | 4,500 | $507K |
| Tuttle Capital Management, LLC | 2.22% | Add +31.2% | 4,480 | $505K |
| Pinebridge Investments, L.P. | 0.00% | Add +104.5% | 3,106 | $503K |
| Brucke Financial, Inc. | 0.44% | Add +8.2% | 4,185 | $502K |
| Wedmont Private Capital | 0.03% | Reduce -10.3% | 4,404 | $499K |
| Burney Co./ | 0.02% | No change | 4,403 | $496K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -6.9% | 4,341 | $489K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.9% | 4,288 | $483K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +23.6% | 4,268 | $482K |
| Virtu Financial LLC | 0.03% | Add +40.8% | 4,214 | $475K |
| State of Wyoming | 0.06% | Add +31.4% | 4,207 | $474K |
| Magnolia Capital Management Ltd. | 0.40% | No change | 4,180 | $471K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -29.7% | 4,167 | $470K |
| LGT Group Foundation | 0.01% | No change | 4,163 | $469K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -3.4% | 4,087 | $461K |
| Carnegie Investment Counsel | 0.01% | New | 4,158 | $454K |
| Guardian Financial Partners, LLC | 0.22% | No change | 4,008 | $452K |
| Pinnacle West Asset Management, Inc. | 0.33% | No change | 4,000 | $451K |
| Two Sigma Securities, LLC | 0.07% | New | 3,983 | $449K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 3,949 | $445K |
| Ethic Inc. | 0.01% | Reduce -13.6% | 3,898 | $443K |
| Summit Asset Management, LLC | 0.07% | No change | 3,845 | $433K |
| Financial Security Advisor, Inc. | 0.11% | No change | 3,842 | $433K |
| Savvy Advisors, Inc. | 0.04% | Add +46.9% | 3,842 | $433K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.5% | 3,812 | $430K |
| Sciencast Management LP | 0.10% | New | 3,801 | $428K |
| Peak Planning Group, LLC | 0.18% | No change | 3,799 | $428K |
| Triangle Securities Wealth Management | 0.11% | No change | 3,778 | $426K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.1% | 3,766 | $425K |
| Gradient Investments LLC | 0.01% | Add +3.8% | 3,748 | $422K |
| Callan Capital, LLC | 0.03% | Add +18.6% | 3,698 | $417K |
| Transcend Capital Advisors, LLC | 0.03% | Add +38.0% | 3,670 | $414K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.5% | 3,639 | $410K |
| Sollinda Capital Management LLC | 0.11% | Reduce -15.2% | 3,614 | $407K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -3.2% | 3,591 | $405K |
| Smith Salley Wealth Management | 0.03% | Add +0.8% | 3,577 | $403K |
| Clarius Group, LLC | 0.03% | Add +5.3% | 3,533 | $399K |
| Certified Advisory Corp | 0.04% | Add +0.2% | 3,502 | $395K |
| Atlas Legacy Advisors, LLC | 0.10% | Reduce -1.1% | 3,475 | $392K |
| Rwa Wealth Partners, LLC | 0.00% | Add +5.5% | 3,463 | $390K |
| Chemung Canal Trust Co. | 0.08% | No change | 3,427 | $386K |
| Cypress Capital Group | 0.05% | Reduce -0.7% | 3,425 | $386K |
| Fiduciary Trust Co | 0.01% | No change | 3,412 | $385K |
| Cullinan Associates Inc. | 0.03% | No change | 3,400 | $383K |
| Sivia Capital Partners, LLC | 0.18% | Add +2.8% | 3,350 | $378K |
| Roman Butler Fullerton & Co. | 0.15% | Add +0.5% | 3,240 | $373K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -0.1% | 3,306 | $373K |
| Wealth Group, Ltd. | 0.24% | No change | 3,275 | $369K |
| Armor Investment Advisors, LLC | 0.15% | Add +0.6% | 3,268 | $368K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +99.6% | 3,249 | $366K |
| Fifth Third Bancorp | 0.00% | Reduce -31.6% | 3,223 | $363K |
| Hemenway Trust Co LLC | 0.03% | No change | 3,190 | $360K |
| Curi Capital, LLC | 0.01% | New | 3,185 | $359K |
| Argent Trust Co | 0.01% | Reduce -9.1% | 3,164 | $357K |
| Sheets Smith Wealth Management | 0.04% | Reduce -10.5% | 3,161 | $356K |
| SCS Capital Management LLC | 0.00% | New | 3,155 | $356K |
| FineMark National Bank & Trust | 0.01% | Add +27.0% | 3,130 | $353K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -25.8% | 3,106 | $350K |
| GQG Partners LLC | 0.00% | Reduce -100.0% | 3,059 | $345K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 3,051 | $344K |
| Severin Investments, LLC | 0.34% | Add +4.6% | 3,049 | $344K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,044 | $343K |
| Chemistry Wealth Management LLC | 0.08% | No change | 3,043 | $343K |
| Busey Bank | 0.01% | Add +6.9% | 3,029 | $341K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -90.9% | 3,024 | $341K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -0.8% | 3,013 | $340K |
| Corient IA LP | 0.24% | — | 3,000 | $338K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 3,000 | $338K |
| Lazard Asset Management LLC | 0.00% | No change | 3,000 | $338K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.8% | 2,937 | $331K |
| BIP Wealth, LLC | 0.02% | No change | 2,921 | $329K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 2,912 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.7% | 2,903 | $327K |
| MGB Wealth Management, LLC | 0.12% | No change | 2,895 | $326K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 2,860 | $323K |
| Waterloo Capital, L.P. | 0.03% | No change | 2,861 | $322K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -1.6% | 2,829 | $319K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 2,825 | $318K |
| Excalibur Management Corp. | 0.13% | Reduce -1.7% | 2,821 | $318K |
| Fortress Private Ledger, LLC | 0.18% | No change | 2,817 | $317K |
| Shoker Investment Counsel, Inc. | 0.11% | No change | 2,810 | $317K |
| Canopy Partners, LLC | 0.12% | Reduce -0.6% | 2,801 | $316K |
| Drive Wealth Management, LLC | 0.07% | Reduce -4.1% | 2,800 | $316K |
| Quantum Portfolio Management LLC | 0.16% | Add +6.2% | 2,777 | $313K |
| DRW Securities, LLC | 0.03% | Reduce -3.5% | 2,710 | $310K |
| Grayhawk Investment Strategies Inc. | 0.71% | No change | 2,752 | $310K |
| Beacon Bank & Trust | 0.08% | Add +8.3% | 2,739 | $309K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.8% | 2,711 | $306K |
| Paragon Private Wealth Management, LLC | 0.14% | Add +8.8% | 2,703 | $305K |
| Riverview Trust Co | 0.30% | No change | 2,653 | $299K |
| Modern Wealth Management, LLC | 0.01% | New | 2,647 | $298K |
| Howe & Rusling Inc. | 0.03% | No change | 2,643 | $298K |
| McGrath & Associates, Inc. | 0.54% | Reduce -3.5% | 2,632 | $297K |
| OmniStar Financial Group, Inc. | 0.23% | Add +0.3% | 2,614 | $295K |
| Cannell & Spears LLC | 0.01% | No change | 2,611 | $294K |
| Shell Asset Management Co. | 0.01% | No change | 2,611 | $294K |
| Phillips Wealth Planners LLC | 0.31% | Reduce -2.3% | 2,588 | $293K |
| Cwm, LLC | 0.00% | Reduce -29.2% | 2,597 | $293K |
| Harbour Investments, Inc. | 0.01% | No change | 2,599 | $293K |
| Keybank National Association | 0.00% | Reduce -24.6% | 2,544 | $287K |
| Whittier Trust Co. | 0.00% | No change | 2,541 | $286K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,519 | $284K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 2,500 | $282K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 2,500 | $282K |
| CogentBlue Wealth Advisors, LLC | 0.25% | Add +49.5% | 2,496 | $281K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,485 | $280K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.0% | 2,483 | $280K |
| Ieq Capital, LLC | 0.00% | Reduce -23.4% | 2,466 | $278K |
| Cromwell Holdings LLC | 0.18% | No change | 2,442 | $275K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -7.2% | 2,438 | $275K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +10.4% | 2,430 | $274K |
| CVA Family Office, LLC | 0.04% | No change | 2,423 | $273K |
| LexAurum Advisors, LLC | 0.05% | No change | 2,422 | $273K |
| Sei Investments Co. | 0.00% | Add +20.4% | 2,416 | $272K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.1% | 2,412 | $272K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -2.3% | 2,423 | $272K |
| Tompkins Financial Corp. | 0.03% | No change | 2,400 | $271K |
| King Luther Capital Management Corp. | 0.00% | No change | 2,383 | $269K |
| Boomfish Wealth Group, LLC | 0.17% | Reduce -43.2% | 2,353 | $265K |
| Brighton Jones LLC | 0.01% | Add +1.3% | 2,344 | $264K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -0.5% | 2,336 | $263K |
| Bfsg, LLC | 0.03% | Reduce -24.4% | 2,336 | $263K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +2.0% | 2,316 | $261K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -1.2% | 2,174 | $261K |
| Lindbrook Capital, LLC | 0.02% | Add +6.5% | 2,289 | $258K |
| Atria Investments, Inc | 0.00% | Add +19.0% | 2,283 | $257K |
| Certuity, LLC | 0.03% | Reduce -10.3% | 2,283 | $257K |
| Mutual Advisors, LLC | 0.01% | New | 2,182 | $257K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.2% | 2,266 | $255K |
| Csenge Advisory Group | 0.01% | Add +4.3% | 2,197 | $255K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,265 | $255K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 2,254 | $254K |
| West Oak Capital, LLC | 0.14% | No change | 2,248 | $253K |
| Stevens Capital Management LP | 0.06% | New | 2,235 | $252K |
| Glenmede Trust Co. NA | 0.00% | Add +0.4% | 2,202 | $248K |
| Phoenix Wealth Advisors | 0.11% | No change | 2,166 | $244K |
| Fiduciary Group, LLC | 0.02% | No change | 2,158 | $243K |
| Firestone Capital Management | 0.06% | Reduce -12.3% | 2,134 | $241K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -20.1% | 2,130 | $240K |
| Centaurus Financial, Inc. | 0.01% | Reduce -17.2% | 2,120 | $239K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.7% | 2,108 | $238K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 2,106 | $237K |
| Fiduciary Wealth Partners, LLC | 0.20% | — | 2,097 | $236K |
| Stiles Financial Services Inc | 0.09% | Add +0.6% | 2,097 | $236K |
| West Coast Financial LLC | 0.03% | No change | 2,095 | $236K |
| Cherokee Insurance Co | 0.10% | No change | 2,091 | $236K |
| Good Life Advisors, LLC | 0.02% | Add +0.1% | 2,070 | $233K |
| Sylvest Advisors, LLC | 0.15% | No change | 2,070 | $233K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 2,051 | $231K |
| Mgo One Seven LLC | 0.01% | New | 2,038 | $230K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 2,023 | $228K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,015 | $227K |
| Carr Financial Group Corp | 0.07% | No change | 2,014 | $227K |
| Choreo, LLC | 0.00% | Add +2.8% | 2,004 | $226K |
| Fortis Capital Management LLC | 0.04% | New | 2,000 | $225K |
| Peak Asset Management, LLC | 0.04% | No change | 2,000 | $225K |
| Southeast Asset Advisors, LLC | 0.03% | New | 2,000 | $225K |
| Scientech Research LLC | 0.06% | New | 1,999 | $225K |
| Fox Run Management, L.L.C. | 0.03% | Reduce -2.5% | 1,996 | $225K |
| May Hill Capital, LLC | 0.08% | Reduce -44.6% | 1,991 | $224K |
| Groupama Asset Managment | 0.00% | New | 1,379 | $221K |
| Contravisory Investment Management, Inc. | 0.05% | Add +3.9% | 1,956 | $220K |
| Gitterman Wealth Management, LLC | 0.06% | Add +1.9% | 1,944 | $219K |
| Sunpointe, LLC | 0.12% | No change | 1,936 | $218K |
| Allworth Financial LP | 0.00% | Add +4.3% | 1,851 | $218K |
| Magnus Financial Group LLC | 0.02% | No change | 1,920 | $216K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -11.2% | 1,913 | $216K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -15.3% | 1,905 | $215K |
| Choate Investment Advisors | 0.01% | No change | 1,905 | $215K |
| Brooklyn Investment Group | 0.05% | New | 1,900 | $214K |
| TD Private Client Wealth LLC | 0.01% | Add +0.2% | 1,886 | $213K |
| Arkos Global Advisors | 0.03% | No change | 1,885 | $212K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.3% | 1,865 | $210K |
| Riversedge Advisors, LLC | 0.05% | Add +0.3% | 1,854 | $209K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,851 | $209K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,833 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.1% | 1,831 | $206K |
| RMR Wealth Builders | 0.02% | No change | 1,821 | $205K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -87.9% | 1,814 | $204K |
| Carson Advisory Inc. | 0.14% | No change | 1,796 | $202K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.2% | 1,794 | $202K |
| Earned Wealth Advisors, LLC | 0.04% | New | 1,777 | $200K |
| Hexagon Capital Partners LLC | 0.04% | Add +10.8% | 1,771 | $200K |
| CX Institutional | 0.01% | New | 1,768 | $199K |
| Walleye Capital LLC | 0.00% | Reduce -91.3% | 1,754 | $198K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,705 | $194K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -2.9% | 1,433 | $162K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -12.2% | 1,425 | $161K |
| Caldwell Trust Co | 0.02% | No change | 1,416 | $160K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.5% | 1,367 | $154K |
| Rothschild Investment LLC | 0.01% | No change | 1,350 | $152K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -4.2% | 1,320 | $149K |
| Groupe la Francaise | 0.00% | New | 1,179 | $135K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | No change | 1,164 | $131K |
| Garde Capital, Inc. | 0.01% | No change | 1,107 | $125K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 1,042 | $117K |
| Harbor Investment Advisory, LLC | 0.01% | Add +16.8% | 1,042 | $117K |
| Addison Advisors LLC | 0.03% | Add +6.0% | 1,021 | $115K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +30.4% | 1,011 | $114K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,000 | $113K |
| Spire Wealth Management | 0.00% | Reduce -1.1% | 955 | $108K |
| Private Trust Co. NA | 0.01% | Add +178.8% | 948 | $107K |
| Ancora Advisors LLC | 0.00% | Reduce -3.8% | 906 | $102K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 882 | $99K |
| IFP Advisors, Inc | 0.00% | Reduce -61.6% | 862 | $97K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.7% | 837 | $94K |
| Eastern Bank | 0.00% | Add +74.8% | 832 | $94K |
| Sierra Ocean, LLC | 0.07% | No change | 812 | $92K |
| WASHINGTON TRUST Co | 0.00% | No change | 780 | $88K |
| Bruce G. Allen Investments, LLC | 0.07% | Add +5.0% | 763 | $86K |
| SBI Securities Co., Ltd. | 0.00% | Add +13.0% | 729 | $82K |
| MAI Capital Management | 0.00% | Reduce -28.8% | 678 | $76K |
| Kozak & Associates, Inc. | 0.02% | No change | 649 | $75K |
| TFC Financial Management, Inc. | 0.01% | No change | 663 | $75K |
| Leonteq Securities AG | 0.01% | Add +837.3% | 628 | $70K |
| Horizon Financial Services, LLC | 0.04% | No change | 615 | $69K |
| First Horizon Advisors, Inc. | 0.00% | No change | 615 | $69K |
| Costello Asset Management, INC | 0.03% | New | 600 | $68K |
| Heritage Wealth Advisors | 0.00% | No change | 600 | $68K |
| UMB Bank, n.a. | 0.00% | No change | 590 | $67K |
| NFSG Corp | 0.02% | Add +0.7% | 584 | $66K |
| Trust Co. of Vermont | 0.00% | Reduce -10.9% | 579 | $65K |
| Sienna Gestion | 0.00% | Reduce -91.8% | 545 | $60K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 508 | $57K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $56K |
| Mather Group, Llc. | 0.00% | No change | 483 | $54K |
| HM Payson & Co. | 0.00% | Add +59.6% | 466 | $53K |
| First Command Advisory Services, Inc. | 0.00% | No change | 460 | $52K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +2170.0% | 454 | $51K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 425 | $47K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 413 | $47K |
| Concord Wealth Partners | 0.01% | No change | 412 | $46K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 404 | $46K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 405 | $46K |
| Hopwood Financial Services, Inc. | 0.03% | Reduce -20.0% | 400 | $45K |
| Wayfinding Financial, LLC | 0.02% | New | 407 | $45K |
| Coldstream Capital Management Inc. | 0.00% | New | 384 | $43K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 375 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +93.7% | 368 | $41K |
| Hollencrest Capital Management | 0.00% | No change | 368 | $41K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 345 | $39K |
| Park Place Capital Corp | 0.01% | No change | 344 | $39K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +295.4% | 344 | $39K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -21.1% | 336 | $38K |
| Richardson Financial Services Inc. | 0.03% | Add +3.3% | 316 | $36K |
| Crews Bank & Trust | 0.01% | No change | 302 | $34K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 300 | $34K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 297 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 285 | $32K |
| Delta Asset Management LLC | 0.00% | Reduce -5.0% | 285 | $32K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 264 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 265 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Add +2272.7% | 261 | $29K |
| Ridgewood Investments LLC | 0.01% | No change | 250 | $28K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 250 | $28K |
| Roxbury Financial LLC | 0.03% | Add +0.4% | 235 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -17.1% | 243 | $27K |
| WealthTrak Capital Management LLC | 0.02% | No change | 235 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 234 | $26K |
| Consultiva Wealth Management, Corp. | 0.09% | New | 160 | $26K |
| Kiker Wealth Management, LLC | 0.02% | New | 230 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.0% | 208 | $23K |
| Transce3nd, LLC | 0.01% | Reduce -32.8% | 205 | $23K |
| Missouri Trust & Investment Co | 0.01% | No change | 200 | $23K |
| Zions Bancorporation, National Association | 0.00% | — | 183 | $21K |
| Capital A Wealth Management, LLC | 0.02% | No change | 179 | $20K |
| Park Square Financial Group, LLC | 0.01% | Reduce -20.9% | 166 | $19K |
| JNBA Financial Advisors | 0.00% | No change | 160 | $18K |
| Centricity Wealth Management, LLC | 0.01% | No change | 145 | $16K |
| Asset Dedication, LLC | 0.00% | Reduce -9.5% | 134 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 133 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 130 | $15K |
| GAMMA Investing LLC | 0.00% | Add +2000.0% | 126 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $14K |
| Hemington Wealth Management | 0.00% | No change | 129 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -5.0% | 115 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -52.4% | 107 | $12K |
| Penserra Capital Management LLC | 0.00% | No change | 114 | $12K |
| Hoese & Co LLP | 0.01% | No change | 100 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 100 | $11K |
| Key Financial Inc | 0.00% | No change | 100 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 100 | $11K |
| Highline Wealth Partners LLC | 0.00% | Add +3.1% | 99 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -49.8% | 99 | $11K |
| MCF Advisors LLC | 0.00% | No change | 90 | $10K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 89 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 75 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Add +428.6% | 74 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +2.8% | 74 | $8K |
| Clear Investment Research, LLC | 0.01% | No change | 67 | $8K |
| Rossby Financial, LCC | 0.00% | New | 61 | $7K |
| Continuum Advisory, LLC | 0.00% | Add +5.0% | 63 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 60 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 59 | $7K |
| SouthState Bank Corp | 0.00% | No change | 47 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 50 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 43 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -96.7% | 40 | $5K |
| Clean Yield Group | 0.00% | Reduce -54.6% | 39 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 33 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 27 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 26 | $3K |
| Investment Management Corp. /Va/ | 0.00% | No change | 25 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 25 | $3K |
| Copeland Capital Management, LLC | 0.00% | New | 23 | $3K |
| LRI Investments, LLC | 0.00% | No change | 22 | $2K |
| NewSquare Capital LLC | 0.00% | Add +10.5% | 21 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -53.5% | 20 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 17 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 16 | $2K |
| YANKCOM Partnership | 0.00% | No change | 12 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 11 | $1K |
| Mattson Financial Services, LLC | 0.00% | New | 11 | $1K |
| Grove Bank & Trust | 0.00% | No change | 10 | $1K |
| Olistico Wealth, LLC | 0.00% | New | 8 | $902 |
| High Note Wealth, LLC | 0.00% | No change | 5 | $564 |
| Millstone Evans Group, LLC | 0.00% | No change | 3 | $338 |
"% of holder's portfolio" is RY's weight in each manager's 13F, not the share of Royal Bank of Canada the manager owns.