United RentalsURI
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 1,331 institutions reported holding United Rentals Inc. (URI) in their 13F filings, up 91 from Q3 2024. 116 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($3.6B) and State Street Corp. ($2.2B). 10 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Tom Gayner (0.2% of Markel Group's portfolio).
- Company
- United Rentals Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 911363109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $377.5M |
| Exits | 102 | $126.9M |
All 13F filers, Q3 2024 → Q4 2024: 4,239,237 shares bought and 6,186,092 shares sold, net −1,946,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,331 holders
| Vanguard Group Inc. | 0.09% | Reduce -0.2% | 7,392,535 | $5.2B |
| BlackRock, Inc. | 0.07% | Add +2.9% | 5,125,177 | $3.6B |
| State Street Corp. | 0.09% | Add +0.2% | 3,111,241 | $2.2B |
| Capital Research Global Investors | 0.42% | Reduce -53.0% | 2,876,965 | $2.0B |
| FMR LLC | 0.10% | Reduce -4.5% | 2,308,874 | $1.6B |
| Capital World Investors | 0.24% | Add +17.1% | 2,221,228 | $1.6B |
| Bank of America Corp. | 0.11% | Reduce -8.2% | 1,643,443 | $1.2B |
| Geode Capital Management, LLC | 0.09% | Add +1.3% | 1,587,203 | $1.1B |
| Morgan Stanley | 0.07% | Reduce -11.5% | 1,491,833 | $1.1B |
| Alliancebernstein L.P. | 0.30% | Add +16.0% | 1,250,324 | $880.8M |
| Franklin Resources Inc. | 0.22% | Add +9.8% | 1,093,350 | $770.2M |
| Capital International Investors | 0.14% | Add +41.0% | 1,051,365 | $740.6M |
| Norges Bank | 0.09% | Reduce -7.0% | 987,615 | $695.7M |
| Invesco Ltd. | 0.12% | Add +7.4% | 922,452 | $649.8M |
| Dimensional Fund Advisors LP | 0.15% | Add +1.3% | 914,014 | $643.9M |
| Nordea Investment Management AB | 0.54% | Add +7.6% | 732,954 | $517.0M |
| Manufacturers Life Insurance Company, The | 0.41% | Reduce -6.3% | 659,779 | $464.8M |
| Northern Trust Corp. | 0.07% | Add +15.4% | 656,053 | $462.1M |
| Nuveen Asset Management, LLC | 0.12% | Reduce -3.4% | 599,245 | $422.1M |
| Lyrical Asset Management LP | 6.07% | Reduce -2.1% | 582,544 | $410.4M |
| UBS Group AG | 0.09% | Add +16.6% | 571,497 | $402.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -29.9% | 552,226 | $389.0M |
| Marshall Wace, LLP | 0.49% | Add +105.6% | 546,165 | $384.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +6.3% | 545,838 | $384.5M |
| Goldman Sachs Group Inc. | 0.07% | Add +27.8% | 540,802 | $381.0M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -19.3% | 472,150 | $332.6M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +1.6% | 445,214 | $313.6M |
| Bank of New York Mellon Corp | 0.05% | Reduce -5.6% | 407,811 | $287.3M |
| Legal & General Group Plc | 0.08% | Reduce -4.8% | 406,423 | $286.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.61% | Add +5.8% | 404,301 | $284.8M |
| Holocene Advisors, LP | 0.92% | Add +85.9% | 401,543 | $282.9M |
| Boston Partners | 0.33% | Reduce -42.4% | 387,993 | $274.6M |
| Citadel Advisors | 0.21% | Add +204.2% | 318,364 | $224.3M |
| Thrivent Financial for Lutherans | 0.43% | Reduce -1.4% | 312,188 | $220.0M |
| Royal Bank of Canada | 0.05% | Add +4.5% | 305,334 | $215.1M |
| Brown Advisory Inc. | 0.27% | Reduce -9.3% | 301,669 | $212.5M |
| Amundi | 0.07% | Add +20.8% | 286,731 | $192.1M |
| Wells Fargo & Company | 0.04% | Add +1.6% | 264,720 | $186.5M |
| Neuberger Berman Group LLC | 0.15% | Reduce -0.1% | 259,769 | $183.0M |
| HSBC Holdings PLC | 0.11% | Reduce -5.1% | 257,718 | $181.6M |
| Bessemer Group Inc. | 0.27% | Reduce -1.4% | 234,709 | $165.3M |
| TD Asset Management Inc | 0.15% | Add +207.8% | 234,366 | $165.1M |
| Raymond James Financial Inc. | 0.06% | — | 233,509 | $164.5M |
| Findlay Park Partners LLP | 1.63% | Reduce -0.0% | 232,436 | $163.7M |
| AustralianSuper Pty Ltd | 0.76% | Reduce -36.3% | 230,021 | $162.0M |
| Deutsche Bank AG | 0.06% | Add +28.1% | 224,316 | $158.0M |
| W1M Investment Management Ltd | 2.40% | Add +1.8% | 214,455 | $151.0M |
| Qube Research & Technologies Ltd | 0.24% | Add +4102.2% | 206,957 | $145.8M |
| Swiss National Bank | 0.09% | Reduce -5.4% | 186,900 | $131.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.09% | Reduce -0.8% | 180,260 | $127.0M |
| National Pension Service | 0.11% | Add +79.8% | 167,813 | $118.2M |
| Argent Capital Management LLC | 3.20% | Reduce -1.7% | 160,791 | $113.3M |
| Lord, Abbett & Co. LLC | 0.33% | No change | 140,938 | $99.3M |
| Aviva PLC | 0.25% | Add +1.3% | 137,006 | $96.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.27% | Reduce -22.4% | 136,740 | $96.3M |
| LPL Financial LLC | 0.04% | Add +8.9% | 136,087 | $95.9M |
| Rhumbline Advisers | 0.08% | Reduce -2.1% | 131,277 | $92.5M |
| Barclays PLC | 0.05% | Reduce -45.7% | 131,101 | $92.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.6% | 125,163 | $88.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -4.0% | 119,796 | $84.4M |
| Bank of Montreal | 0.04% | Reduce -7.2% | 118,912 | $83.8M |
| Todd Asset Management LLC | 1.84% | Reduce -10.2% | 109,102 | $76.9M |
| Quilter Plc | 1.51% | Reduce -3.8% | 108,453 | $76.4M |
| California Public Employees Retirement System | 0.05% | Reduce -8.3% | 108,007 | $76.1M |
| Cerity Partners LLC | 0.16% | Add +0.6% | 106,834 | $75.6M |
| California State Teachers Retirement System | 0.09% | Reduce -4.5% | 107,159 | $75.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +7.7% | 105,045 | $73.0M |
| Teachers Retirement System of the State of Kentucky | 0.63% | Reduce -11.3% | 101,578 | $71.6M |
| Millennium Management | 0.06% | Add +600.6% | 99,492 | $70.1M |
| Twinbeech Capital LP | 1.19% | New | 98,848 | $69.6M |
| Mariner, LLC | 0.12% | Add +8.5% | 98,349 | $69.3M |
| Stifel Financial Corp. | 0.07% | Reduce -0.9% | 96,451 | $68.0M |
| Atalanta Sosnoff Capital, LLC | 1.46% | Reduce -1.4% | 95,140 | $67.0M |
| Royal London Asset Management Ltd. | 0.15% | Add +1.7% | 87,911 | $61.9M |
| Cartenna Capital, LP | 4.35% | Add +67.3% | 83,651 | $58.9M |
| Citigroup Inc. | 0.06% | Reduce -37.7% | 83,362 | $58.7M |
| CANADA LIFE ASSURANCE Co | 0.10% | Add +8.1% | 83,033 | $58.4M |
| NZS Capital, LLC | 2.47% | Reduce -1.6% | 82,441 | $58.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.34% | Reduce -3.4% | 81,454 | $57.4M |
| Balyasny Asset Management L.P. | 0.13% | Add +1313.6% | 80,574 | $56.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.73% | Reduce -17.2% | 79,003 | $55.6M |
| Worldquant Millennium Advisors LLC | 0.36% | New | 78,312 | $55.2M |
| Principal Financial Group Inc. | 0.03% | Reduce -2.5% | 77,257 | $54.4M |
| Jane Street Group, LLC | 0.08% | Add +365.9% | 74,678 | $52.6M |
| Edgemoor Investment Advisors, Inc. | 4.62% | Reduce -2.8% | 73,941 | $52.1M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -1.3% | 73,472 | $51.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.0% | 72,584 | $51.1M |
| American Century Companies Inc. | 0.03% | Reduce -11.6% | 70,045 | $49.3M |
| Macquarie Group Ltd. | 0.06% | Reduce -3.5% | 70,761 | $48.1M |
| Russell Investments Group, Ltd. | 0.07% | Add +3.2% | 66,726 | $47.0M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -0.5% | 65,324 | $46.0M |
| Caisse de depot et placement du Quebec | 0.09% | Add +212.8% | 63,051 | $44.4M |
| Natixis Advisors, LLC | 0.08% | Reduce -1.2% | 62,494 | $44.0M |
| New York State Teachers Retirement System | 0.09% | Reduce -6.9% | 62,053 | $43.7M |
| Susquehanna International Group, LLP | 0.06% | Add +60.6% | 61,604 | $43.4M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 61,226 | $43.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -0.6% | 61,162 | $43.1M |
| Groupama Asset Managment | 0.89% | Add +25.3% | 60,586 | $42.8M |
| Cornerstone Investment Partners, LLC | 2.12% | Reduce -0.2% | 60,658 | $42.7M |
| Atwood & Palmer Inc. | 2.78% | Add +0.5% | 57,637 | $40.6M |
| First Trust Advisors LP | 0.04% | Add +17.3% | 57,610 | $40.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -6.1% | 57,124 | $40.2M |
| Voloridge Investment Management, LLC | 0.14% | Add +6.8% | 55,714 | $39.2M |
| Danske Bank A/S | 0.12% | Reduce -34.8% | 55,621 | $39.2M |
| Fisher Asset Management | 0.02% | Add +27.1% | 55,460 | $39.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.1% | 54,998 | $38.7M |
| Whittier Trust Co. | 0.51% | Add +0.3% | 54,502 | $38.4M |
| AMF Tjanstepension AB | 0.26% | Reduce -67.6% | 52,341 | $36.9M |
| Korea Investment CORP | 0.09% | Reduce -30.6% | 51,629 | $36.4M |
| Swedbank AB | 0.04% | Reduce -5.5% | 51,229 | $36.1M |
| Retirement Systems of Alabama | 0.13% | Reduce -1.0% | 50,976 | $35.9M |
| Applied Finance Capital Management, LLC | 1.55% | Reduce -11.9% | 50,550 | $35.6M |
| STRS Ohio | 0.14% | Reduce -0.1% | 50,547 | $35.6M |
| Allianz Asset Management GmbH | 0.05% | Reduce -9.7% | 50,503 | $35.6M |
| Prudential Financial Inc. | 0.05% | Reduce -26.7% | 50,422 | $35.5M |
| Storebrand Asset Management As | 0.11% | Reduce -20.5% | 49,904 | $35.2M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +127.3% | 48,343 | $34.1M |
| Walleye Capital LLC | 0.35% | Add +97.5% | 47,524 | $33.5M |
| Freestone Grove Partners LP | 0.40% | — | 45,829 | $32.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | — | 45,796 | $32.3M |
| Canada Pension Plan Investment Board | 0.03% | Add +483.8% | 45,757 | $32.2M |
| Focus Partners Wealth | 0.08% | Add +2.9% | 44,309 | $31.2M |
| New York State Common Retirement Fund | 0.04% | Reduce -5.5% | 43,088 | $30.4M |
| Schroder Investment Management Group | 0.03% | Reduce -3.4% | 42,753 | $30.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Reduce -6.1% | 42,536 | $30.0M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -1.3% | 42,147 | $29.7M |
| Baird Financial Group, Inc. | 0.06% | Add +4.2% | 41,758 | $29.4M |
| National Bank of Canada | 0.04% | Add +10.9% | 41,420 | $29.2M |
| APG Asset Management N.V. | 0.08% | Add +339.6% | 42,857 | $29.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.11% | — | 40,705 | $28.7M |
| Pictet Asset Management Holding SA | 0.03% | Add +16.8% | 40,262 | $28.4M |
| SG Americas Securities, LLC | 0.12% | Add +13.5% | 40,027 | $28.2M |
| State of Wisconsin Investment Board | 0.07% | Reduce -4.1% | 39,631 | $27.9M |
| Gabelli Funds LLC | 0.21% | Reduce -0.5% | 39,500 | $27.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -64.8% | 39,208 | $27.6M |
| Foundry Partners, LLC | 1.38% | Reduce -0.9% | 39,099 | $27.5M |
| Brandywine Global Investment Management, LLC | 0.20% | Reduce -5.0% | 38,977 | $27.5M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -1.9% | 37,540 | $26.9M |
| Treasurer of the State of North Carolina | 0.10% | Add +2.2% | 37,837 | $26.7M |
| Crestwood Advisors Group, LLC | 0.48% | Reduce -0.5% | 36,291 | $25.6M |
| Baldwin Wealth Partners LLC | 1.73% | Add +5.8% | 35,609 | $25.1M |
| Wesleyan Assurance Society | 1.90% | No change | 35,218 | $24.8M |
| Logan Capital Management Inc. | 1.03% | Reduce -6.3% | 35,026 | $24.7M |
| Montgomery Investment Management Inc. | 9.70% | Reduce -0.3% | 34,977 | $24.6M |
| Chevy Chase Trust Holdings, LLC | 0.07% | Reduce -3.5% | 34,438 | $24.3M |
| Advisors Capital Management, LLC | 0.37% | Reduce -2.1% | 33,710 | $23.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.25% | Add +18.5% | 33,435 | $23.6M |
| Epoch Investment Partners, Inc. | 0.11% | New | 33,032 | $23.3M |
| Lee Danner & Bass Inc. | 1.83% | Reduce -1.3% | 32,781 | $23.1M |
| Vident Advisory, LLC | 0.40% | Add +1761.6% | 32,187 | $22.7M |
| Access Investment Management LLC | 6.50% | Add +0.1% | 31,830 | $22.4M |
| Swiss Life Asset Management Ltd | 0.16% | Add +66.4% | 31,312 | $22.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -3.7% | 30,450 | $21.5M |
| F&V Capital Management, LLC | 5.60% | Add +1.6% | 30,188 | $21.3M |
| Candriam S.C.A. | 0.12% | Add +27.4% | 30,007 | $21.1M |
| Gradient Investments LLC | 0.43% | Add +4.9% | 29,869 | $21.0M |
| Cardinal Capital Management, Inc. | 0.71% | Add +2.1% | 29,862 | $21.0M |
| AQR Capital Management | 0.03% | Reduce -19.4% | 29,788 | $21.0M |
| Voya Investment Management LLC | 0.03% | Reduce -6.2% | 29,761 | $21.0M |
| Markel Group | 0.18% | Add +14.3% | 29,650 | $20.9M |
| QRG Capital Management, Inc. | 0.21% | Add +5.4% | 29,429 | $20.7M |
| Cetera Investment Advisers | 0.04% | Add +2.2% | 29,350 | $20.7M |
| Mackenzie Financial Corp. | 0.03% | Reduce -39.3% | 29,182 | $20.6M |
| Victory Capital Management Inc. | 0.02% | Add +10.5% | 28,978 | $20.4M |
| Credit Agricole S A | 0.07% | Add +15.3% | 28,960 | $20.4M |
| Cary Street Partners Financial LLC | 0.66% | — | 28,921 | $20.4M |
| Northeast Investment Management | 0.90% | Add +8.0% | 28,709 | $20.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -12.9% | 28,688 | $20.2M |
| McRae Capital Management Inc. | 3.92% | Reduce -8.9% | 28,382 | $20.0M |
| Trexquant Investment LP | 0.23% | New | 28,376 | $20.0M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -6.0% | 28,169 | $19.8M |
| GAMCO Investors | 0.21% | Reduce -0.6% | 28,125 | $19.8M |
| Court Place Advisors, LLC | 6.42% | Reduce -7.0% | 28,093 | $19.8M |
| Tredje AP-fonden | 0.17% | Reduce -75.0% | 27,637 | $19.5M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 27,205 | $19.2M |
| Premier Fund Managers Ltd | 0.67% | Add +10.2% | 26,840 | $18.9M |
| Bridges Investment Management Inc. | 0.26% | Reduce -1.1% | 26,841 | $18.9M |
| Mn Services Vermogensbeheer B.V. | 0.13% | Add +2.3% | 26,649 | $18.8M |
| iA Global Asset Management Inc. | 0.32% | Reduce -2.6% | 26,269 | $18.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +23.1% | 26,192 | $18.5M |
| Aberdeen Group plc | 0.03% | Reduce -16.7% | 26,106 | $18.4M |
| Nomura Asset Management Co. Ltd. | 0.06% | Reduce -35.6% | 25,940 | $18.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.7% | 35,566 | $18.1M |
| Engineers Gate Manager LP | 0.31% | New | 25,476 | $17.9M |
| Jag Capital Management, LLC | 2.51% | Reduce -17.6% | 25,461 | $17.9M |
| Andra AP-fonden | 0.28% | Add +5.0% | 25,200 | $17.8M |
| Daiwa Securities Group Inc. | 0.08% | Add +18.8% | 25,051 | $17.6M |
| Two Sigma Investments, LP | 0.04% | New | 24,837 | $17.5M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -1.0% | 22,595 | $17.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.08% | Add +36.1% | 24,409 | $17.2M |
| State of New Jersey Common Pension Fund D | 0.07% | Reduce -1.4% | 24,333 | $17.1M |
| KLP Kapitalforvaltning As | 0.08% | — | 24,331 | $17.1M |
| Squarepoint Ops LLC | 0.04% | Add +1251.7% | 24,249 | $17.1M |
| North Point Portfolio Managers Corp. | 2.95% | Reduce -1.7% | 24,077 | $17.0M |
| Aquatic Capital Management LLC | 0.45% | New | 23,748 | $16.7M |
| State of Tennessee, Department of Treasury | 0.06% | Reduce -4.2% | 23,733 | $16.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +35.8% | 23,394 | $16.5M |
| Captrust Financial Advisors | 0.05% | Add +0.2% | 23,152 | $16.3M |
| Union Bancaire Privee, UBP SA | 0.29% | — | 24,044 | $16.3M |
| Calamos Advisors LLC | 0.11% | No change | 22,614 | $15.9M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | 1.97% | Reduce -14.7% | 23,200 | $15.8M |
| Whittier Trust Co. of Nevada Inc. | 0.39% | Add +8.0% | 22,399 | $15.8M |
| Toronto Dominion Bank | 0.03% | Add +0.2% | 22,361 | $15.8M |
| Sei Investments Co. | 0.02% | Add +16.2% | 21,629 | $15.2M |
| Prudential PLC | 0.08% | Add +6.4% | 21,424 | $15.1M |
| Lombard Odier Asset Management (Europe) Ltd | 1.03% | Add +18.9% | 21,420 | $15.1M |
| US Bancorp \de | 0.02% | Add +2.2% | 21,321 | $15.0M |
| Parallax Volatility Advisers, L.P. | 0.38% | Reduce -10.5% | 21,271 | $15.0M |
| Nisa Investment Advisors, LLC | 0.06% | Add +1.1% | 20,960 | $14.8M |
| Columbus Hill Capital Management, L.P. | 2.93% | No change | 20,954 | $14.8M |
| Cozad Asset Management Inc. | 1.36% | Reduce -2.2% | 20,724 | $14.6M |
| Fisher Funds Management LTD | 0.35% | — | 20,598 | $14.5M |
| Venturi Wealth Management, LLC | 0.71% | Add +12.2% | 20,539 | $14.5M |
| Renaissance Investment Group LLC | 3.05% | Reduce -2.3% | 20,502 | $14.4M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.76% | Add +3333.3% | 20,497 | $14.4M |
| Truist Financial Corp. | 0.02% | Reduce -3.0% | 20,412 | $14.4M |
| Resona Asset Management Co.,Ltd. | 0.08% | Reduce -4.6% | 19,923 | $14.1M |
| Marsico Capital Management LLC | 0.38% | No change | 19,970 | $14.1M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +2196.2% | 19,931 | $14.0M |
| Buffington Mohr McNeal | 2.29% | Reduce -0.9% | 19,612 | $13.8M |
| Cibc World Market Inc. | 0.03% | Add +20.4% | 19,572 | $13.8M |
| State of Michigan Retirement System | 0.07% | Reduce -4.0% | 19,454 | $13.7M |
| Picton Mahoney Asset Management | 0.52% | Reduce -27.9% | 19,411 | $13.7M |
| Burney Co./ | 0.48% | Add +0.5% | 19,341 | $13.6M |
| ExodusPoint Capital Management, LP | 0.14% | New | 19,329 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -8.9% | 19,300 | $13.6M |
| Arizona State Retirement System | 0.08% | Add +0.7% | 19,210 | $13.5M |
| YHB Investment Advisors, Inc. | 1.10% | Reduce -0.7% | 18,942 | $13.3M |
| Pathstone Holdings, LLC | 0.06% | Add +7.9% | 18,867 | $13.3M |
| Legacy Trust | 3.08% | Reduce -0.9% | 18,821 | $13.3M |
| Glassy Mountain Advisors, Inc. | 4.53% | Reduce -0.4% | 18,797 | $13.2M |
| Man Group plc | 0.04% | New | 18,479 | $13.0M |
| Assenagon Asset Management S.A. | 0.02% | Add +74.4% | 18,156 | $12.8M |
| MetLife Investment Management, LLC | 0.07% | Add +0.1% | 18,067 | $12.7M |
| Daiichi Life Insurance Co., Ltd. | 0.35% | Add +11.6% | 18,016 | $12.7M |
| Moors & Cabot, Inc. | 0.60% | Add +2.1% | 17,944 | $12.6M |
| Badgley Phelps Wealth Managers, LLC | 0.29% | Add +4.3% | 17,786 | $12.5M |
| Comerica Bank | 0.05% | Reduce -8.7% | 17,365 | $12.2M |
| DNB Asset Management AS | 0.05% | Reduce -28.0% | 17,339 | $12.2M |
| Redwood Grove Capital, LLC | 3.76% | Reduce -21.4% | 17,225 | $12.1M |
| Handelsbanken Fonder AB | 0.05% | Add +29.0% | 17,027 | $12.0M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.0% | 16,812 | $11.8M |
| PGGM Investments | 0.16% | No change | 16,748 | $11.8M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +1.8% | 16,670 | $11.7M |
| Harvey Capital Management Inc. | 2.75% | Reduce -2.4% | 16,603 | $11.7M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -6.8% | 16,378 | $11.5M |
| Sycomore Asset Management | 1.61% | Add +77.4% | 14,060 | $11.3M |
| HRT Financial LP | 0.06% | Add +777.7% | 16,009 | $11.3M |
| Winmill & Co. Inc. | 3.51% | No change | 15,409 | $10.9M |
| Muhlenkamp & Co. Inc. | 3.29% | Add +0.3% | 15,375 | $10.8M |
| Boothbay Fund Management, LLC | 0.34% | Add +76.1% | 15,364 | $10.8M |
| Integrated Advisors Network LLC | 0.51% | Reduce -8.6% | 15,229 | $10.7M |
| Corient Private Wealth LP | 0.02% | Reduce -8.8% | 15,046 | $10.6M |
| Two Sigma Advisers, LP | 0.02% | Reduce -12.8% | 15,000 | $10.6M |
| Lighthouse Investment Partners, LLC | 0.41% | Reduce -30.7% | 14,897 | $10.5M |
| GHP Investment Advisors, Inc. | 0.49% | Add +6.3% | 14,855 | $10.5M |
| Patton Albertson Miller Group, LLC | 1.40% | Add +0.6% | 14,842 | $10.5M |
| Eisler Capital Management Ltd. | 0.35% | — | 15,173 | $10.5M |
| Leuthold Group, LLC | 1.25% | Reduce -3.6% | 14,834 | $10.4M |
| Carnegie Investment Counsel | 0.30% | Add +1.1% | 14,716 | $10.4M |
| Quantbot Technologies LP | 0.38% | New | 14,607 | $10.3M |
| Wedge Capital Management L L P | 0.18% | Reduce -15.3% | 14,585 | $10.3M |
| Douglas Lane & Associates, LLC | 0.14% | Reduce -3.9% | 14,526 | $10.2M |
| Regents Gate Capital LLP | 4.03% | — | 14,415 | $10.2M |
| Sterling Capital Management LLC | 0.14% | Add +5.3% | 14,360 | $10.1M |
| Czech National Bank | 0.09% | Add +4.9% | 14,229 | $10.0M |
| Glenview Trust Co | 0.19% | Add +15.3% | 14,214 | $10.0M |
| Forsta Ap-Fonden | 0.07% | Reduce -2.1% | 14,200 | $10.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.06% | Reduce -3.8% | 13,953 | $9.8M |
| Jump Financial, LLC | 0.21% | Add +3176.8% | 13,828 | $9.7M |
| Capital Group Private Client Services, Inc. | 0.09% | New | 13,825 | $9.7M |
| Citizens Financial Group Inc. | 0.19% | Reduce -1.2% | 13,745 | $9.7M |
| Creative Planning | 0.01% | Add +5.1% | 13,713 | $9.7M |
| Parkwood LLC | 1.19% | New | 13,699 | $9.7M |
| Morse Asset Management, Inc | 2.22% | Reduce -1.8% | 13,604 | $9.6M |
| Orange Investment Advisors, Inc. | 1.08% | Reduce -5.4% | 13,545 | $9.5M |
| Clearbridge Investments, LLC | 0.01% | Add +7.5% | 13,527 | $9.5M |
| IFM Investors Pty Ltd | 0.10% | Reduce -7.5% | 13,479 | $9.5M |
| KBC Group NV | 0.03% | Reduce -1.4% | 13,366 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +0.2% | 13,304 | $9.4M |
| Mission Wealth Management, LP | 0.22% | Reduce -3.4% | 13,084 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 13,060 | $9.2M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -11.0% | 13,016 | $9.2M |
| RBF Capital, LLC | 0.48% | Reduce -13.3% | 13,000 | $9.2M |
| Amalgamated Bank | 0.07% | Reduce -4.4% | 12,943 | $9.1M |
| Federated Hermes, Inc. | 0.02% | Reduce -40.5% | 12,823 | $9.0M |
| Polar Capital Holdings Plc | 0.05% | Reduce -16.3% | 12,818 | $9.0M |
| Signet Financial Management, LLC | 1.15% | Add +0.2% | 12,755 | $9.0M |
| Trillium Asset Management, LLC | 0.23% | New | 12,699 | $8.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.66% | Add +0.5% | 12,674 | $8.9M |
| MML Investors Services, LLC | 0.03% | Add +14.1% | 12,501 | $8.8M |
| Miller Investment Management, LP | 0.96% | Reduce -1.4% | 12,446 | $8.8M |
| Tiaa Trust, National Association | 0.03% | Add +596.3% | 12,367 | $8.7M |
| James Investment Research, Inc. | 1.02% | Reduce -0.5% | 12,166 | $8.6M |
| Montag A & Associates Inc. | 0.41% | Reduce -1.7% | 12,102 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -5.3% | 12,317 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +29.8% | 11,945 | $8.5M |
| CI Investments Inc. | 0.03% | Reduce -1.8% | 11,943 | $8.4M |
| Kennedy Capital Management LLC | 0.19% | Reduce -3.4% | 11,930 | $8.4M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -88.2% | 12,512 | $8.4M |
| Formuepleje A/S | 0.45% | Reduce -12.9% | 11,889 | $8.4M |
| Central Bank & Trust Co. | 1.24% | Reduce -16.8% | 11,656 | $8.2M |
| Varma Mutual Pension Insurance Co | 0.06% | Reduce -38.1% | 11,521 | $8.1M |
| J. L. Bainbridge & Co., Inc. | 0.76% | Reduce -46.0% | 11,479 | $8.1M |
| B. Metzler seel. Sohn & Co. AG | 0.08% | Reduce -17.9% | 11,260 | $7.9M |
| Xponance LLC | 0.07% | Add +3.6% | 11,161 | $7.9M |
| PCJ Investment Counsel Ltd. | 2.64% | Add +23.6% | 11,090 | $7.8M |
| Sigma Investment Counselors Inc. | 0.45% | Reduce -14.5% | 10,935 | $7.7M |
| Utah Retirement Systems | 0.08% | Reduce -1.2% | 10,874 | $7.7M |
| Boston Common Asset Management, LLC | 0.22% | Reduce -6.1% | 10,862 | $7.7M |
| Quantinno Capital Management LP | 0.07% | Add +43.6% | 10,782 | $7.6M |
| Firetrail Investments PTY Ltd. | 2.26% | Reduce -5.2% | 10,667 | $7.5M |
| Broadleaf Partners, LLC | 1.76% | Reduce -1.2% | 10,689 | $7.5M |
| Janus Henderson Group PLC | 0.00% | Add +19.1% | 10,669 | $7.5M |
| Crestline Management, L.P. | 0.26% | Add +372.9% | 10,646 | $7.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | Reduce -4.5% | 10,626 | $7.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -39.5% | 10,587 | $7.5M |
| Bank of Nova Scotia | 0.01% | Add +26.9% | 10,577 | $7.5M |
| Verition Fund Management LLC | 0.04% | Reduce -68.1% | 10,549 | $7.4M |
| Summit Financial, LLC | 0.26% | Reduce -1.1% | 10,535 | $7.4M |
| Cibc World Markets Corp. | 0.04% | Add +15.4% | 10,405 | $7.3M |
| Wolverine Trading, LLC | 0.16% | Add +225.8% | 10,277 | $7.3M |
| Traynor Capital Management, Inc. | 0.56% | Add +4.9% | 10,239 | $7.2M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -49.6% | 10,171 | $7.2M |
| ProShare Advisors LLC | 0.02% | Add +10.7% | 10,161 | $7.2M |
| Factorial Partners, LLC | 4.09% | Reduce -3.8% | 10,100 | $7.1M |
| CIBC Asset Management Inc | 0.02% | Add +3.3% | 10,054 | $7.1M |
| F/m Investments LLC | 0.26% | Add +7.3% | 9,994 | $7.0M |
| Shell Asset Management Co. | 0.31% | Add +0.3% | 9,936 | $7.0M |
| USS Investment Management Ltd | 0.05% | Reduce -12.2% | 9,939 | $7.0M |
| Silvant Capital Management LLC | 0.29% | No change | 9,883 | $7.0M |
| Hedeker Wealth, LLC | 1.73% | Add +0.8% | 9,848 | $6.9M |
| New York Life Investment Management LLC | 0.07% | Reduce -1.1% | 9,757 | $6.9M |
| Flputnam Investment Management Co. | 0.12% | Add +1.9% | 9,682 | $6.8M |
| Kovack Advisors, Inc. | 0.67% | Reduce -1.3% | 9,629 | $6.8M |
| Yousif Capital Management, LLC | 0.07% | Reduce -9.4% | 9,610 | $6.8M |
| Douglass Winthrop Advisors, LLC | 0.13% | Reduce -0.0% | 9,585 | $6.8M |
| Tudor Investment Corporation | 0.07% | New | 9,583 | $6.8M |
| Callahan Advisors, LLC | 0.63% | Reduce -2.9% | 9,575 | $6.7M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | — | 9,538 | $6.7M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +0.9% | 9,525 | $6.7M |
| Marietta Investment Partners LLC | 1.47% | Reduce -5.1% | 9,461 | $6.7M |
| Wealthfront Advisers LLC | 0.02% | Add +4.5% | 9,358 | $6.6M |
| Eastover Investment Advisors LLC | 3.04% | Reduce -2.2% | 9,230 | $6.5M |
| Fulton Bank, N.A. | 0.25% | Reduce -7.7% | 9,184 | $6.5M |
| Bokf, NA | 0.11% | Add +9.0% | 9,592 | $6.4M |
| United Capital Management of KS, Inc. | 1.16% | Reduce -5.8% | 9,065 | $6.4M |
| Eukles Asset Management | 2.69% | Add +0.4% | 8,948 | $6.3M |
| FIL Ltd | 0.01% | Add +58.9% | 8,929 | $6.3M |
| Advisory Services Network, LLC | 0.11% | Add +1.3% | 8,732 | $6.2M |
| &partners | 0.07% | Add +16.6% | 8,788 | $6.1M |
| Gotham Asset Management | 0.06% | Reduce -23.6% | 8,680 | $6.1M |
| Jackson Wealth Management, LLC | 0.69% | Add +0.4% | 8,630 | $6.1M |
| North Growth Management Ltd. | 1.14% | No change | 9,000 | $6.0M |
| Blair William & Co. | 0.02% | Add +18.4% | 8,462 | $6.0M |
| Texas Yale Capital Corp. | 0.24% | No change | 8,453 | $6.0M |
| Cumberland Advisors Inc. | 2.35% | Reduce -0.2% | 8,375 | $5.9M |
| Hudson Edge Investment Partners Inc. | 1.08% | Add +0.8% | 8,327 | $5.9M |
| Foster & Motley Inc. | 0.38% | Add +1.1% | 8,321 | $5.9M |
| Independent Advisor Alliance | 0.08% | Reduce -4.1% | 8,249 | $5.8M |
| AXA S.A. | 0.02% | Reduce -59.5% | 8,204 | $5.8M |
| Public Sector Pension Investment Board | 0.02% | Add +177.5% | 8,117 | $5.7M |
| Nissay Asset Management Corp. /Japan | 0.03% | Reduce -1.7% | 7,965 | $5.7M |
| Teacher Retirement System of Texas | 0.02% | Add +0.9% | 8,083 | $5.7M |
| Westport Asset Management Inc. | 2.70% | No change | 8,000 | $5.6M |
| Symmetry Investments LP | 0.34% | Add +107.3% | 7,976 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -4.1% | 7,863 | $5.5M |
| New England Research & Management, Inc. | 2.82% | Add +10.0% | 7,855 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +15.7% | 7,817 | $5.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.06% | Add +8.3% | 7,813 | $5.5M |
| Institute for Wealth Management, LLC. | 0.68% | Reduce -2.8% | 7,688 | $5.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.05% | No change | 7,004 | $5.4M |
| SVB Wealth LLC | 0.10% | New | 7,641 | $5.4M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -3.3% | 7,485 | $5.3M |
| Trustmark Bank Trust Department | 0.39% | Add +9.3% | 7,455 | $5.3M |
| Oak Ridge Investments LLC | 0.41% | Add +6.7% | 7,423 | $5.2M |
| Condor Capital Management | 0.46% | Reduce -1.4% | 7,347 | $5.2M |
| Knights of Columbus Asset Advisors LLC | 0.34% | Reduce -0.3% | 7,225 | $5.1M |
| RKL Wealth Management LLC | 0.45% | Reduce -2.5% | 7,216 | $5.1M |
| Fred Alger Management, LLC | 0.02% | Add +185.8% | 7,210 | $5.1M |
| Huber Capital Management LLC | 1.00% | No change | 7,140 | $5.0M |
| SFE Investment Counsel | 1.06% | Add +0.1% | 7,115 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +6.6% | 7,109 | $5.0M |
| American Assets Investment Management, LLC | 0.40% | No change | 7,000 | $4.9M |
| Nilsine Partners, LLC | 0.53% | Add +0.7% | 6,973 | $4.9M |
| Thoroughbred Financial Services, LLC | 0.30% | Add +35.6% | 6,947 | $4.9M |
| NewEdge Wealth, LLC | 0.08% | Reduce -3.8% | 6,780 | $4.8M |
| CW Advisors, LLC | 0.07% | Reduce -1.6% | 6,725 | $4.7M |
| Verdence Capital Advisors LLC | 0.38% | Add +0.9% | 6,700 | $4.7M |
| Financial Counselors Inc. | 0.07% | Add +15.7% | 6,657 | $4.7M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -4.5% | 6,620 | $4.7M |
| Abn Amro Investment Solutions | 0.09% | Add +5.9% | 6,607 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.8% | 6,589 | $4.6M |
| D.A. Davidson & Co. | 0.04% | Reduce -7.6% | 6,521 | $4.6M |
| Leibman Financial Services, Inc. | 3.34% | Reduce -8.6% | 6,503 | $4.6M |
| Edgestream Partners, L.P. | 0.19% | New | 6,430 | $4.5M |
| Rafferty Asset Management, LLC | 0.02% | Add +6.0% | 6,425 | $4.5M |
| Kerusso Capital Management LLC | 2.89% | Add +0.2% | 6,418 | $4.5M |
| Faithward Advisors, LLC | 0.77% | Reduce -0.1% | 6,387 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.2% | 6,371 | $4.5M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +4.3% | 6,304 | $4.4M |
| Kennedy Investment Group, Inc. | 2.01% | Add +8.7% | 6,302 | $4.4M |
| Lido Advisors, LLC | 0.03% | Reduce -4.9% | 6,267 | $4.4M |
| Ethic Inc. | 0.09% | Add +8.3% | 6,242 | $4.4M |
| Mizuho Securities USA LLC | 0.08% | Add +44.0% | 6,219 | $4.4M |
| Level Four Advisory Services, LLC | 0.18% | Reduce -5.5% | 6,193 | $4.4M |
| Inspire Investing, LLC | 0.49% | Reduce -0.3% | 6,191 | $4.4M |
| Empowered Funds, LLC | 0.06% | Add +20.5% | 6,137 | $4.3M |
| Bellwether Advisors, LLC | 0.77% | Reduce -1.2% | 6,113 | $4.3M |
| K.J. Harrison & Partners Inc | 0.66% | Add +24.5% | 6,100 | $4.2M |
| MIdWestOne Financial Group, Inc. | 0.59% | Reduce -0.5% | 5,956 | $4.2M |
| Gilman Hill Asset Management, LLC | 0.71% | Reduce -3.4% | 5,821 | $4.1M |
| Pine Valley Investments Ltd Liability Co | 0.27% | Add +23.8% | 5,780 | $4.1M |
| SlateStone Wealth, LLC | 0.40% | Add +5.2% | 5,749 | $4.0M |
| Pettee Investors, Inc. | 2.03% | Add +0.7% | 5,662 | $4.0M |
| Mitchell Capital Management Co. | 0.70% | New | 5,653 | $4.0M |
| Benchmark Investment Advisors LLC | 2.59% | Add +38.6% | 5,651 | $4.0M |
| Oregon Public Employees Retirement Fund | 0.07% | Reduce -1.6% | 5,628 | $4.0M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +1.9% | 5,600 | $3.9M |
| Impax Asset Management Group plc | 0.02% | Reduce -7.9% | 5,595 | $3.9M |
| Scotia Capital Inc. | 0.02% | Reduce -27.5% | 5,574 | $3.9M |
| Duncker Streett & Co. Inc. | 0.73% | Add +2.5% | 5,575 | $3.9M |
| TRUE Private Wealth Advisors | 0.48% | Reduce -1.5% | 5,570 | $3.9M |
| M&T Bank Corp | 0.01% | Add +0.2% | 5,520 | $3.9M |
| Keeley-Teton Advisors, LLC | 0.45% | Reduce -12.1% | 5,509 | $3.9M |
| UNIVEST FINANCIAL Corp | 0.24% | Reduce -5.1% | 5,430 | $3.8M |
| Brevan Howard Capital Management LP | 0.10% | New | 5,419 | $3.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 5,400 | $3.8M |
| Pacer Advisors, Inc. | 0.01% | Add +9.4% | 5,385 | $3.8M |
| CenterBook Partners LP | 0.23% | New | 5,348 | $3.8M |
| Vanguard Capital Wealth Advisors | 4.09% | No change | 5,316 | $3.7M |
| First Hawaiian Bank | 0.12% | Reduce -8.8% | 5,310 | $3.7M |
| Avanza Fonder AB | 0.11% | — | 5,236 | $3.7M |
| UniSuper Management Pty Ltd | 0.03% | Add +23.5% | 5,235 | $3.7M |
| Baer Investment Advisory LLC | 3.97% | — | 3,184 | $3.7M |
| Geneos Wealth Management Inc. | 0.13% | Add +16.1% | 5,207 | $3.7M |
| Westside Investment Management, Inc. | 0.77% | Add +0.5% | 5,171 | $3.6M |
| LBP Am SA | 0.05% | New | 5,132 | $3.6M |
| Roundview Capital LLC | 0.25% | Add +5.1% | 5,129 | $3.6M |
| Gulf International Bank (UK) Ltd | 0.09% | Reduce -1.1% | 5,056 | $3.6M |
| Oddo BHF Asset Management Sas | 0.18% | Add +36.8% | 5,053 | $3.6M |
| X-Square Capital, LLC | 1.45% | Add +0.6% | 5,018 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +40.2% | 5,017 | $3.5M |
| Groesbeck Investment Management Corp. | 4.59% | Reduce -0.2% | 5,013 | $3.5M |
| Tidal Investments LLC | 0.03% | Reduce -39.9% | 4,983 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.9% | 4,952 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1.9% | 4,952 | $3.5M |
| Quadrature Capital Ltd | 0.07% | New | 4,909 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -0.3% | 4,833 | $3.4M |
| Arcadia Investment Management Corp. | 0.54% | Add +0.4% | 4,787 | $3.4M |
| New Age Alpha Advisors, LLC | 0.14% | New | 4,763 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.0% | 4,752 | $3.3M |
| Benjamin Edwards Inc. | 0.05% | Add +4.6% | 4,712 | $3.3M |
| Campbell & CO Investment Adviser LLC | 0.26% | New | 4,712 | $3.3M |
| Louisbourg Investments Inc. | 0.86% | Reduce -0.9% | 5,784 | $3.3M |
| Monument Capital Management | 0.90% | Add +1.7% | 4,650 | $3.3M |
| Burns J W & Co. Inc. | 0.42% | Reduce -30.1% | 4,649 | $3.3M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -46.6% | 4,649 | $3.3M |
| Davidson Capital Management Inc. | 0.86% | Add +3.4% | 4,648 | $3.3M |
| South Dakota Investment Council | 0.06% | Reduce -4.8% | 4,603 | $3.2M |
| Caprock Group, LLC | 0.11% | Add +1.9% | 4,592 | $3.2M |
| Polymer Capital Management (US) LLC | 1.04% | — | 4,591 | $3.2M |
| Vise Technologies, Inc. | 0.27% | Add +107.1% | 4,579 | $3.2M |
| Kentucky Retirement Systems | 0.10% | Reduce -1.4% | 4,576 | $3.2M |
| Cwm, LLC | 0.01% | Add +1.2% | 4,574 | $3.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +5.2% | 4,565 | $3.2M |
| Hennessy Advisors Inc. | 0.09% | Reduce -6.3% | 4,500 | $3.2M |
| Waterloo Capital, L.P. | 0.33% | Reduce -0.7% | 4,439 | $3.1M |
| Cunning Capital Partners, LP | 1.86% | No change | 4,415 | $3.1M |
| Nebula Research & Development LLC | 0.36% | New | 4,362 | $3.1M |
| Danica Pension, Livsforsikringsaktieselskab | 0.06% | Add +32.7% | 4,326 | $3.0M |
| EFG Asset Management (North America) Corp. | 0.41% | Add +10.7% | 4,249 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -58.2% | 4,241 | $3.0M |
| 44 Wealth Management LLC | 1.14% | Reduce -9.3% | 4,225 | $3.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -6.7% | 4,217 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +60.6% | 4,182 | $2.9M |
| Dakota Wealth Management | 0.07% | Reduce -62.5% | 4,144 | $2.9M |
| Nwam LLC | 0.18% | Reduce -1.9% | 4,141 | $2.9M |
| Marvin & Palmer Associates Inc. | 2.22% | Reduce -49.8% | 4,133 | $2.9M |
| Penobscot Investment Management Company, Inc. | 0.26% | Add +35.1% | 4,114 | $2.9M |
| BDF-Gestion | 0.30% | Reduce -11.5% | 4,102 | $2.9M |
| Richard Bernstein Advisors LLC | 0.07% | No change | 4,089 | $2.9M |
| Hartford Investment Management Co. | 0.09% | Reduce -3.2% | 4,073 | $2.9M |
| Congress Asset Management Co. | 0.02% | Reduce -14.2% | 4,058 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.7% | 3,967 | $2.8M |
| Fifth Third Bancorp | 0.01% | Reduce -5.6% | 3,962 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -19.8% | 3,945 | $2.8M |
| Woodline Partners LP | 0.02% | New | 3,941 | $2.8M |
| Chesley Taft & Associates LLC | 0.13% | Reduce -0.8% | 3,917 | $2.8M |
| Eagle Rock Investment Company, LLC | 0.46% | Reduce -0.1% | 3,913 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.2% | 3,885 | $2.7M |
| Alerus Financial NA | 0.21% | New | 3,812 | $2.7M |
| Graphene Investments SAS | 1.85% | No change | 3,800 | $2.7M |
| Alpine Woods Capital Investors, LLC | 0.51% | No change | 3,795 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -2.3% | 3,762 | $2.7M |
| Knollwood Investment Advisory, LLC | 0.28% | No change | 3,753 | $2.6M |
| U S Wealth Group, Llc. | 1.97% | — | 3,700 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.7% | 3,693 | $2.6M |
| Columbia Bank | 0.90% | Reduce -3.4% | 3,563 | $2.6M |
| Virtu Financial LLC | 0.14% | New | 3,677 | $2.6M |
| Wealth Effects LLC | 0.90% | Reduce -0.3% | 3,585 | $2.5M |
| WD Rutherford LLC | 1.19% | Reduce -0.0% | 3,573 | $2.5M |
| Choreo, LLC | 0.04% | Reduce -4.6% | 3,553 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -1.5% | 3,542 | $2.5M |
| Securian Asset Management, Inc. | 0.07% | Reduce -5.5% | 3,542 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -5.4% | 3,500 | $2.5M |
| Maryland State Retirement & Pension System | 0.05% | Reduce -7.6% | 3,496 | $2.5M |
| UMB Bank, n.a. | 0.04% | Reduce -15.6% | 3,474 | $2.4M |
| Mattson Financial Services, LLC | 0.78% | Add +12.1% | 3,020 | $2.4M |
| Harbor Capital Advisors, Inc. | 0.11% | Reduce -26.8% | 3,461 | $2.4M |
| MWA Asset Management | 1.62% | Reduce -2.7% | 3,455 | $2.4M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -46.3% | 3,444 | $2.4M |
| IFP Advisors, Inc | 0.08% | Add +9.1% | 3,442 | $2.4M |
| Supplemental Annuity Collective Trust of NJ | 0.70% | Reduce -12.8% | 3,400 | $2.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +0.2% | 3,378 | $2.4M |
| Bank of New Hampshire | 0.61% | Reduce -4.3% | 3,375 | $2.4M |
| Acropolis Investment Management, LLC | 0.14% | Reduce -2.0% | 3,363 | $2.4M |
| BTG Pactual Asset Management US LLC | 0.31% | Add +17.4% | 3,351 | $2.4M |
| Capital International Sarl | 0.05% | Add +207.3% | 3,331 | $2.3M |
| Zurich Insurance Group Ltd | 0.02% | Add +23.3% | 3,328 | $2.3M |
| TrinityPoint Wealth, LLC | 0.33% | Reduce -0.5% | 3,320 | $2.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.72% | Reduce -1.5% | 3,316 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -58.2% | 3,300 | $2.3M |
| Generali Asset Management SPA SGR | 0.06% | — | 3,271 | $2.3M |
| Argus Investors' Counsel, Inc. | 1.53% | Reduce -1.1% | 3,254 | $2.3M |
| Bfsg, LLC | 0.27% | Reduce -0.4% | 3,245 | $2.3M |
| Norinchukin Bank, The | 0.05% | Add +12.6% | 3,230 | $2.3M |
| Florida Trust Wealth Management Co | 0.07% | Add +1.0% | 3,226 | $2.3M |
| Sabal Trust CO | 0.13% | Reduce -0.2% | 3,206 | $2.3M |
| New Mexico Educational Retirement Board | 0.08% | Reduce -3.0% | 3,200 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | Add +7.7% | 3,195 | $2.3M |
| Brandywine Oak Private Wealth LLC | 0.22% | Add +0.1% | 3,186 | $2.2M |
| Mgo One Seven LLC | 0.09% | Reduce -7.4% | 3,166 | $2.2M |
| Heritage Trust Co | 0.26% | — | 3,149 | $2.2M |
| Seelaus Asset Management LLC | 2.04% | Add +0.1% | 3,124 | $2.2M |
| Souders Financial Advisors | 0.30% | Reduce -29.6% | 3,096 | $2.2M |
| Greatmark Investment Partners, Inc. | 0.29% | No change | 3,075 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -4.1% | 3,048 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 3,025 | $2.1M |
| Raiffeisen Bank International AG | 0.03% | — | 3,003 | $2.1M |
| Centiva Capital, LP | 0.08% | Add +123.4% | 2,971 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -82.0% | 2,955 | $2.1M |
| E. Ohman J:or Asset Management AB | 0.05% | Add +7.3% | 2,950 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.9% | 2,939 | $2.1M |
| Great Lakes Retirement, Inc. | 0.26% | Reduce -81.2% | 2,909 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -2.2% | 2,877 | $2.0M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +25.5% | 2,873 | $2.0M |
| Affinity Investment Advisors, LLC | 1.67% | Reduce -27.9% | 2,848 | $2.0M |
| Erste Asset Management GmbH | 0.02% | Add +0.5% | 2,794 | $2.0M |
| Kendall Capital Management | 0.58% | Reduce -9.7% | 2,834 | $2.0M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +19.7% | 2,831 | $2.0M |
| Metis Global Partners, LLC | 0.06% | Add +5.4% | 2,830 | $2.0M |
| Townsquare Capital LLC | 0.02% | Add +17.9% | 2,809 | $2.0M |
| Allen Investment Management, LLC | 0.02% | No change | 2,799 | $2.0M |
| Cornerstone Enterprises, LLC | 1.17% | Reduce -15.1% | 2,765 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +4.3% | 2,765 | $1.9M |
| Independent Solutions Wealth Management, LLC | 0.42% | Add +4.8% | 2,754 | $1.9M |
| RB Capital Management, LLC | 0.47% | Add +0.8% | 2,751 | $1.9M |
| Plato Investment Management Ltd | 0.14% | No change | 2,718 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +4.9% | 2,701 | $1.9M |
| Fieldview Capital Management, LLC | 0.29% | — | 2,677 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.4% | 2,672 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +43.4% | 2,658 | $1.9M |
| Argent Trust Co | 0.08% | Add +0.5% | 2,648 | $1.9M |
| Commerce Bank | 0.01% | Reduce -3.6% | 2,613 | $1.8M |
| Millennium Capital Advisors, LLC | 1.25% | No change | 2,607 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | New | 2,569 | $1.8M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -17.0% | 2,567 | $1.8M |
| Denali Advisors LLC | 0.19% | Reduce -1.2% | 2,542 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Add +3.3% | 2,535 | $1.8M |
| Caldwell Trust Co | 0.18% | Reduce -0.1% | 2,508 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -4.8% | 2,483 | $1.7M |
| V-Square Quantitative Management LLC | 0.25% | Add +13.3% | 2,475 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -6.4% | 2,471 | $1.7M |
| Red Cedar Investment Management, LLC | 0.22% | Reduce -36.0% | 2,458 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.0% | 2,449 | $1.7M |
| Ionic Capital Management LLC | 2.47% | No change | 2,430 | $1.7M |
| Unified Investment Management | 1.94% | — | 2,422 | $1.7M |
| Rothschild Investment LLC | 0.11% | Reduce -0.0% | 2,420 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.4% | 2,411 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +4.2% | 2,409 | $1.7M |
| Mirabaud & Cie SA | 0.54% | No change | 2,400 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.37% | Add +16.9% | 2,391 | $1.7M |
| Meeder Advisory Services, Inc. | 0.10% | Add +0.4% | 2,373 | $1.7M |
| Empirical Finance, LLC | 0.10% | Reduce -0.9% | 2,354 | $1.7M |
| Fox Run Management, L.L.C. | 0.30% | New | 2,353 | $1.7M |
| Bleakley Financial Group, LLC | 0.05% | Add +8.3% | 2,352 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Reduce -69.7% | 2,345 | $1.7M |
| Perbak Capital Partners LLP | 0.87% | New | 2,321 | $1.6M |
| EPG Wealth Management LLC | 0.43% | Reduce -7.2% | 2,320 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +16.4% | 2,251 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -11.6% | 2,250 | $1.6M |
| Diversified Trust Co. | 0.04% | Add +42.1% | 2,240 | $1.6M |
| Wolf Group Capital Advisors | 0.76% | No change | 3,541 | $1.6M |
| Hudson Value Partners, LLC | 0.59% | Reduce -5.3% | 2,238 | $1.6M |
| Dumont & Blake Investment Advisors LLC | 0.42% | Reduce -21.1% | 2,219 | $1.6M |
| MBM Wealth Consultants, LLC | 0.46% | Add +0.9% | 2,239 | $1.5M |
| Spire Wealth Management | 0.05% | Add +0.5% | 2,188 | $1.5M |
| Hilltop Holdings Inc. | 0.10% | Add +1.8% | 2,172 | $1.5M |
| Finivi Inc. | 1.22% | Add +6.5% | 2,169 | $1.5M |
| Lebenthal Global Advisors, LLC | 0.28% | Add +18.4% | 2,168 | $1.5M |
| Nomura Holdings Inc. | 0.01% | New | 2,157 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +4.0% | 2,151 | $1.5M |
| SteelPeak Wealth, LLC | 0.06% | Add +1.1% | 2,154 | $1.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +5.6% | 2,141 | $1.5M |
| Harvest Portfolios Group Inc. | 0.05% | Add +62.5% | 2,139 | $1.5M |
| Alberta Investment Management Corp | 0.01% | No change | 2,100 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +20.0% | 2,085 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.2% | 2,084 | $1.5M |
| Lindbrook Capital, LLC | 0.13% | Reduce -2.2% | 2,083 | $1.5M |
| Bayesian Capital Management, LP | 0.18% | New | 2,082 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -43.2% | 2,081 | $1.5M |
| Ostrum Asset Management | 0.13% | Reduce -4.5% | 2,068 | $1.5M |
| Wedmont Private Capital | 0.08% | Add +3.1% | 2,162 | $1.5M |
| 1248 Management, LLC | 0.62% | — | 2,032 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | Reduce -29.9% | 2,014 | $1.4M |
| Central Pacific Bank - Trust Division | 0.19% | Reduce -0.3% | 1,996 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -12.6% | 1,979 | $1.4M |
| Two Sigma Securities, LLC | 0.25% | New | 1,977 | $1.4M |
| Keybank National Association | 0.01% | Add +24.4% | 1,975 | $1.4M |
| Cookson Peirce & Co. Inc. | 0.06% | Reduce -7.5% | 1,970 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.4% | 1,963 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +14.7% | 1,963 | $1.4M |
| Allstate Corp. | 0.04% | New | 1,955 | $1.4M |
| TigerOak Management, L.L.C. | 0.50% | — | 1,950 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -2.7% | 1,928 | $1.4M |
| Jacobi Capital Management LLC | 0.10% | Add +1.8% | 1,913 | $1.3M |
| Agf Management Ltd. | 0.01% | Reduce -98.2% | 1,906 | $1.3M |
| Praxis Investment Management Inc. | 0.09% | Add +6.2% | 1,880 | $1.3M |
| Scopus Asset Management, L.P. | 0.05% | Reduce -50.4% | 1,873 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +2.2% | 1,861 | $1.3M |
| Jain Global LLC | 0.04% | — | 1,853 | $1.3M |
| Atlas Capital Advisors Inc. | 0.16% | Reduce -5.6% | 1,832 | $1.3M |
| Brown Financial Advisors | 0.52% | Add +4.1% | 1,829 | $1.3M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +11.7% | 1,787 | $1.3M |
| Stenger Family Office, LLC | 0.43% | — | 1,785 | $1.3M |
| Redwood Investments, LLC | 0.34% | Add +0.6% | 1,784 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +15.9% | 1,767 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +580.5% | 1,749 | $1.2M |
| Great Point Wealth Advisors, LLC | 0.27% | Reduce -29.2% | 1,748 | $1.2M |
| Schear Investment Advisers, LLC | 0.65% | Add +4.6% | 1,745 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +13.7% | 1,743 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -2.2% | 1,743 | $1.2M |
| Probity Advisors, Inc. | 0.24% | Add +3.8% | 1,737 | $1.2M |
| World Investment Advisors | 0.03% | Add +0.5% | 1,731 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +30.2% | 1,730 | $1.2M |
| Barings LLC | 0.03% | Reduce -14.9% | 1,717 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.0% | 1,716 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -1.6% | 1,706 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Add +269.9% | 1,698 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +0.7% | 1,701 | $1.2M |
| Polar Asset Management Partners Inc. | 0.02% | New | 1,700 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -9.1% | 1,690 | $1.2M |
| Systematic Alpha Investments, LLC | 0.04% | No change | 1,674 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -2.5% | 1,670 | $1.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 1,668 | $1.2M |
| Full Sail Capital, LLC | 0.07% | No change | 1,667 | $1.2M |
| Greenleaf Trust | 0.01% | Add +1.1% | 1,667 | $1.2M |
| Scientech Research LLC | 0.33% | Add +217.3% | 1,666 | $1.2M |
| Pitcairn Co. | 0.07% | Reduce -3.1% | 1,657 | $1.2M |
| Pecaut & Co. | 0.40% | Reduce -15.4% | 1,652 | $1.2M |
| Achmea Investment Management B.V. | 0.02% | Reduce -33.0% | 1,647 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -13.3% | 1,645 | $1.2M |
| Myriad Asset Management US LP | 0.78% | — | 1,643 | $1.2M |
| XTX Topco Ltd | 0.10% | Reduce -3.1% | 1,639 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | Reduce -15.8% | 1,670 | $1.2M |
| Banque Pictet & Cie SA | 0.01% | No change | 1,635 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +46.9% | 1,623 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 1,621 | $1.1M |
| Ritholtz Wealth Management | 0.03% | No change | 1,618 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.2% | 1,607 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -12.3% | 1,584 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +3.5% | 1,577 | $1.1M |
| GMO | 0.00% | No change | 1,567 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +15.8% | 1,559 | $1.1M |
| Mount Lucas Management LP | 0.38% | Reduce -5.6% | 1,540 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -1.5% | 1,537 | $1.1M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -19.0% | 1,536 | $1.1M |
| Hollencrest Capital Management | 0.04% | No change | 1,533 | $1.1M |
| Semus Wealth Partners LLC | 0.71% | Add +35.7% | 1,532 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -33.7% | 1,521 | $1.1M |
| Arcataur Capital Management LLC | 0.36% | No change | 1,517 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +3.9% | 1,502 | $1.1M |
| Harbor Advisors LLC | 0.17% | No change | 1,500 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 1,500 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.22% | Reduce -2.5% | 1,481 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +70.2% | 1,467 | $1.0M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -8.3% | 1,459 | $1.0M |
| Walleye Trading LLC | 0.02% | Add +3065.2% | 1,456 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +2.6% | 1,440 | $1.0M |
| Fiduciary Alliance LLC | 0.10% | Add +196.4% | 1,420 | $1.0M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.15% | New | 1,409 | $993K |
| Savant Capital, LLC | 0.01% | Add +6.1% | 1,401 | $987K |
| Ieq Capital, LLC | 0.01% | Reduce -60.6% | 1,392 | $981K |
| Virtus Advisers, LLC | 0.40% | Add +18.3% | 1,392 | $981K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -3.5% | 1,392 | $980K |
| Capital Insight Partners, LLC | 0.17% | Add +7.0% | 1,383 | $974K |
| ING Groep NV | 0.01% | Reduce -64.6% | 1,381 | $973K |
| Ossiam | 0.02% | Add +3727.8% | 1,378 | $971K |
| Independent Financial Group, LLC | 0.03% | Add +25.3% | 1,370 | $965K |
| HUB Investment Partners, LLC | 0.04% | Add +20.9% | 1,346 | $948K |
| Independent Investors Inc. | 0.19% | No change | 1,330 | $937K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.6% | 1,319 | $929K |
| Aviso Wealth Management | 0.47% | Reduce -0.5% | 1,318 | $928K |
| Fidelis Capital Partners, LLC | 0.09% | Add +102.3% | 1,250 | $923K |
| DGS Capital Management, LLC | 0.23% | Reduce -2.8% | 1,310 | $923K |
| Heartland Bank & Trust Co | 0.50% | Reduce -4.0% | 1,308 | $921K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.9% | 1,304 | $919K |
| PFG Investments, LLC | 0.06% | Reduce -2.4% | 1,296 | $913K |
| Qtron Investments LLC | 0.13% | No change | 1,296 | $913K |
| Archer Investment Corp | 0.24% | No change | 1,291 | $909K |
| Merit Financial Group, LLC | 0.02% | New | 1,287 | $906K |
| LRT Capital Management, LLC | 0.71% | Reduce -6.1% | 1,282 | $903K |
| Kenora Financial, LLC | 0.36% | Reduce -1.2% | 1,281 | $902K |
| Cadent Capital Advisors, LLC | 0.31% | Add +0.9% | 1,272 | $896K |
| Conning Inc. | 0.03% | Add +12.2% | 1,267 | $893K |
| 180 Wealth Advisors, LLC | 0.14% | Reduce -3.0% | 1,266 | $892K |
| Versor Investments LP | 0.15% | New | 1,262 | $889K |
| HighPoint Advisor Group LLC | 0.05% | Add +42.7% | 1,180 | $889K |
| Modera Wealth Management, LLC | 0.01% | Add +2.9% | 1,260 | $887K |
| Copperwynd Financial, LLC | 0.24% | Reduce -0.6% | 1,249 | $880K |
| HTLF Bank | 0.10% | Reduce -1.8% | 1,245 | $877K |
| Guidance Capital, Inc. | 0.27% | New | 1,102 | $870K |
| Fiduciary Trust Co | 0.01% | Add +2.0% | 1,231 | $867K |
| American Trust | 0.07% | Add +1.7% | 1,228 | $865K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -19.2% | 1,223 | $862K |
| Tectonic Advisors LLC | 0.06% | Reduce -7.7% | 1,217 | $858K |
| Inspire Advisors, LLC | 0.10% | Add +25.4% | 1,211 | $853K |
| Vestcor Inc | 0.03% | Reduce -0.1% | 1,209 | $852K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 1,198 | $844K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -4.4% | 1,192 | $840K |
| BTC Capital Management, Inc. | 0.08% | Add +0.5% | 1,190 | $838K |
| WESPAC Advisors, LLC | 0.61% | Add +2.5% | 1,186 | $835K |
| Enterprise Financial Services Corp | 0.46% | Reduce -0.7% | 1,178 | $830K |
| Ranch Capital Advisors Inc. | 0.39% | No change | 1,173 | $826K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.4% | 1,170 | $824K |
| StoneX Group Inc. | 0.05% | Add +157.1% | 1,170 | $824K |
| Peddock Capital Advisors, LLC | 0.20% | Add +0.5% | 1,165 | $821K |
| Welch Group, LLC | 0.04% | No change | 1,162 | $820K |
| AlphaQuest LLC | 0.11% | Add +30.2% | 1,159 | $816K |
| GAMMA Investing LLC | 0.07% | Add +26.2% | 1,141 | $804K |
| Landscape Capital Management, L.L.C. | 0.09% | New | 1,138 | $802K |
| Bremer Bank National Association | 0.16% | Reduce -0.4% | 1,136 | $800K |
| Hodges Capital Management Inc. | 0.05% | Add +0.7% | 1,133 | $798K |
| Cresset Asset Management, LLC | 0.00% | Reduce -81.2% | 1,127 | $794K |
| Patrick M Sweeney & Associates, Inc. | 0.59% | Reduce -1.7% | 1,125 | $792K |
| Callan Family Office, LLC | 0.05% | Add +87.7% | 1,124 | $792K |
| NorthRock Partners, LLC | 0.03% | Reduce -8.7% | 1,119 | $788K |
| Canada Post Corp Registered Pension Plan | 0.05% | — | 1,117 | $787K |
| Syon Capital LLC | 0.07% | Add +5.2% | 1,115 | $786K |
| Koshinski Asset Management, Inc. | 0.07% | No change | 1,114 | $785K |
| Romano Brothers and Company | 0.10% | Reduce -1.3% | 1,109 | $781K |
| Optas, LLC | 0.17% | Add +0.8% | 1,107 | $780K |
| Roman Butler Fullerton & Co. | 0.25% | Reduce -0.1% | 1,005 | $774K |
| Northcape Capital Pty Ltd | 0.12% | Reduce -50.1% | 1,095 | $771K |
| Collective Family Office LLC | 0.21% | Reduce -2.2% | 1,091 | $769K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +3.8% | 1,090 | $768K |
| Ballentine Partners, LLC | 0.01% | Add +0.2% | 1,087 | $766K |
| Horizon Investments, LLC | 0.02% | Add +1.1% | 1,081 | $762K |
| Spirepoint Private Client, LLC | 0.10% | Add +1.1% | 1,080 | $761K |
| Illumine Investment Management, LLC | 0.62% | — | 1,076 | $758K |
| Canandaigua National Bank & Trust Co. | 0.07% | No change | 1,073 | $756K |
| Argentarii, LLC | 0.38% | — | 1,070 | $753K |
| Parkside Financial Bank & Trust | 0.10% | Reduce -0.4% | 1,052 | $741K |
| 111 Capital | 0.16% | — | 1,051 | $740K |
| Sonora Investment Management Group, LLC | 0.06% | Add +3.5% | 1,042 | $734K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | No change | 1,039 | $732K |
| Paladin Wealth, LLC | 0.63% | Add +6.9% | 1,037 | $731K |
| Landing Point Financial Group, LLC | 0.55% | — | 979 | $719K |
| Grandeur Peak Global Advisors, LLC | 0.06% | Reduce -64.7% | 1,018 | $717K |
| Piar LLC | 0.70% | — | 1,007 | $709K |
| DAVENPORT & Co LLC | 0.00% | Add +35.3% | 1,001 | $705K |
| WBH Advisory Inc. | 0.07% | No change | 1,000 | $705K |
| Centaurus Financial, Inc. | 0.04% | Add +1.7% | 999 | $704K |
| GSG Advisors LLC | 0.22% | No change | 998 | $703K |
| Aaron Wealth Advisors LLC | 0.08% | Add +125.3% | 987 | $695K |
| Paragon Private Wealth Management, LLC | 0.32% | Add +13.7% | 986 | $695K |
| Mufg Securities Americas Inc. | 0.09% | — | 969 | $683K |
| Delta Investment Management, LLC | 0.13% | Add +8.2% | 968 | $682K |
| Gsa Capital Partners LLP | 0.05% | Add +62.3% | 956 | $673K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | No change | 945 | $666K |
| NEOS Investment Management LLC | 0.02% | Reduce -0.7% | 939 | $661K |
| Wolff Wiese Magana LLC | 0.44% | Add +0.4% | 938 | $661K |
| Mather Group, Llc. | 0.01% | Reduce -9.1% | 928 | $653K |
| Blueshift Asset Management, LLC | 0.24% | New | 922 | $649K |
| Evermay Wealth Management LLC | 0.10% | Reduce -3.0% | 920 | $648K |
| Worth Financial Advisory Group, LLC | 0.40% | Reduce -8.5% | 915 | $645K |
| Geneva Partners, LLC | 0.26% | Reduce -1.1% | 915 | $645K |
| Inceptionr LLC | 0.14% | New | 910 | $641K |
| Headlands Technologies LLC | 0.06% | New | 910 | $641K |
| IAM Advisory, LLC | 0.16% | Add +0.2% | 902 | $635K |
| Ogorek Anthony Joseph /NY/ | 0.20% | Add +2.5% | 900 | $634K |
| Board of the Pension Protection Fund | 0.73% | — | 900 | $634K |
| Norden Group LLC | 0.07% | Reduce -0.1% | 893 | $629K |
| Pittenger & Anderson Inc. | 0.02% | New | 889 | $626K |
| Sovereign Investment Advisors, LLC | 0.19% | New | 889 | $626K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 884 | $623K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +21.9% | 881 | $621K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 879 | $619K |
| Capstone Wealth Management Group LLC | 0.47% | — | 879 | $619K |
| Capricorn Fund Managers Ltd | 0.27% | New | 872 | $616K |
| Premier Path Wealth Partners, LLC | 0.09% | Add +2.3% | 873 | $615K |
| Keel Point, LLC | 0.05% | Add +12.1% | 852 | $600K |
| 1776 Wealth LLC | 0.28% | No change | 850 | $599K |
| TBH Global Asset Management, LLC | 0.14% | No change | 850 | $599K |
| CVA Family Office, LLC | 0.09% | Add +0.7% | 850 | $599K |
| PFG Advisors | 0.04% | Reduce -16.9% | 847 | $597K |
| Allworth Financial LP | 0.00% | Add +33.4% | 759 | $594K |
| Wellington Management Group LLP | 0.00% | Reduce -84.2% | 834 | $588K |
| Fielder Capital Group LLC | 0.18% | Reduce -0.5% | 830 | $585K |
| Western Wealth Management, LLC | 0.03% | Add +130.8% | 824 | $581K |
| Aster Capital Management (DIFC) Ltd | 0.22% | New | 821 | $578K |
| Lazard Asset Management LLC | 0.00% | Add +16.1% | 821 | $577K |
| Leonteq Securities AG | 0.06% | Add +342.4% | 814 | $573K |
| Adell Harriman & Carpenter Inc. | 0.04% | Add +1.8% | 814 | $573K |
| First Bank & Trust | 0.11% | Add +6.7% | 813 | $573K |
| Old National Bancorp | 0.01% | Reduce -12.1% | 813 | $573K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +7.2% | 807 | $568K |
| Olde Wealth Management, LLC | 0.20% | No change | 800 | $563K |
| Choate Investment Advisors | 0.01% | New | 796 | $561K |
| Alpha DNA Investment Management LLC | 0.30% | Add +6.2% | 792 | $558K |
| Profund Advisors LLC | 0.02% | Add +3.5% | 790 | $557K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 788 | $555K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -2.1% | 784 | $554K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +2.5% | 776 | $547K |
| Keebeck Wealth Management | 0.08% | No change | 776 | $547K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +3.2% | 764 | $538K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -32.4% | 763 | $537K |
| Procyon Advisors, LLC | 0.03% | Add +3.0% | 763 | $537K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -22.2% | 757 | $533K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -0.7% | 757 | $533K |
| Cooper Financial Group | 0.06% | Add +3.2% | 752 | $530K |
| Forum Financial Management, LP | 0.01% | Add +1.9% | 749 | $528K |
| Nemes Rush Group LLC | 0.06% | Add +2848.0% | 737 | $519K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.4% | 734 | $517K |
| R Squared Ltd | 0.50% | — | 730 | $514K |
| Bryce Point Capital, LLC | 0.15% | — | 717 | $505K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -18.4% | 716 | $505K |
| Haverford Trust Co | 0.01% | Reduce -1.9% | 712 | $502K |
| Welch & Forbes LLC | 0.01% | No change | 707 | $498K |
| Bay Capital Advisors, LLC | 0.40% | — | 701 | $494K |
| Covenant Asset Management, LLC | 0.11% | New | 700 | $493K |
| Aristeia Capital, L.L.C. | 0.03% | New | 698 | $492K |
| Transatlantique Private Wealth LLC | 0.18% | No change | 689 | $485K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.5% | 688 | $485K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.7% | 687 | $484K |
| Cigna Investments Inc. | 0.08% | Reduce -1.2% | 681 | $480K |
| Leslie Global Wealth, LLC | 0.22% | Add +0.4% | 679 | $478K |
| Moss Adams Wealth Advisors LLC | 0.05% | Add +4.0% | 678 | $478K |
| Asset Allocation & Management Company, LLC | 0.26% | New | 674 | $475K |
| CENTRAL TRUST Co | 0.01% | Add +31.1% | 674 | $475K |
| LGT Fund Management Co Ltd. | 0.04% | No change | 670 | $472K |
| Klingman & Associates, LLC | 0.03% | Add +2.3% | 669 | $471K |
| Heritage Wealth Advisors | 0.02% | Add +0.3% | 669 | $471K |
| Leigh Baldwin & Co., LLC | 0.40% | — | 667 | $470K |
| Focus Financial Network, Inc. | 0.02% | Reduce -21.1% | 666 | $469K |
| Torray Investment Partners LLC | 0.07% | No change | 660 | $465K |
| Paradigm Asset Management Co. LLC | 0.13% | Reduce -68.0% | 658 | $464K |
| Americana Partners, LLC | 0.02% | Reduce -6.7% | 656 | $462K |
| Prospera Financial Services Inc | 0.01% | Reduce -30.0% | 653 | $460K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.7% | 606 | $459K |
| SageView Advisory Group, LLC | 0.02% | Reduce -4.7% | 650 | $458K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | No change | 645 | $454K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +14.6% | 642 | $453K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -24.3% | 642 | $452K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.7% | 639 | $450K |
| CNB Bank | 0.21% | Add +0.5% | 634 | $447K |
| Ascentis Independent Advisors | 0.09% | Reduce -36.1% | 633 | $446K |
| Investment Management Corp. /Va/ | 0.40% | — | 627 | $442K |
| Promethium Advisors,llc | 0.30% | Reduce -0.9% | 627 | $442K |
| Essex Financial Services, Inc. | 0.03% | Add +0.3% | 627 | $442K |
| Stiles Financial Services Inc | 0.16% | Add +52.2% | 624 | $440K |
| Financial Management Network Inc. | 0.09% | Reduce -3.8% | 629 | $437K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 620 | $437K |
| SLT Holdings LLC | 0.42% | — | 616 | $434K |
| Compound Planning, Inc. | 0.02% | Add +9.1% | 613 | $432K |
| Arete Wealth Advisors, LLC | 0.03% | Add +99.0% | 613 | $432K |
| Elgethun Capital Management | 0.10% | No change | 608 | $428K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +30.1% | 605 | $428K |
| Synovus Financial Corp. | 0.01% | Reduce -4.3% | 607 | $428K |
| Arkadios Wealth Advisors | 0.02% | Add +99.0% | 607 | $428K |
| Bright Futures Wealth Management, LLC. | 0.38% | Reduce -68.9% | 562 | $426K |
| AdvisorShares Investments LLC | 0.08% | Reduce -7.7% | 600 | $423K |
| Middleton & Co. Inc. | 0.05% | Reduce -17.4% | 600 | $423K |
| Cornerstone Select Advisors, LLC | 0.41% | — | 598 | $421K |
| Twin Capital Management Inc. | 0.05% | Add +17.0% | 592 | $417K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +116.5% | 589 | $415K |
| BOS Asset Management, LLC | 0.15% | No change | 588 | $414K |
| Falcon Wealth Planning | 0.05% | New | 583 | $411K |
| Axxcess Wealth Management, LLC | 0.01% | Add +7.2% | 582 | $410K |
| Baker Avenue Asset Management, LP | 0.01% | Add +7.6% | 580 | $409K |
| Rehmann Capital Advisory Group | 0.03% | Add +38.2% | 579 | $408K |
| Oak Thistle LLC | 0.12% | New | 577 | $406K |
| Quadrant Capital Group LLC | 0.03% | Reduce -0.5% | 577 | $406K |
| HCR Wealth Advisors | 0.05% | Add +97.3% | 576 | $406K |
| Hudock, Inc. | 0.07% | Add +0.2% | 569 | $401K |
| Vinva Investment Management Ltd | 0.02% | Reduce -80.3% | 568 | $401K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +3.6% | 568 | $400K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.2% | 566 | $399K |
| BSW Wealth Partners | 0.06% | Add +3.5% | 562 | $396K |
| One Capital Management, LLC | 0.01% | No change | 562 | $396K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 561 | $395K |
| Trek Financial, LLC | 0.03% | New | 559 | $394K |
| Enclave Advisors LLC | 0.06% | New | 558 | $393K |
| Range Financial Group LLC | 0.18% | New | 550 | $387K |
| Alpha Cubed Investments, LLC | 0.02% | Add +6.2% | 547 | $385K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -13.4% | 547 | $385K |
| Key Financial Inc | 0.09% | No change | 544 | $383K |
| Sargent Investment Group, LLC | 0.06% | Add +1.6% | 556 | $383K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +65.4% | 541 | $381K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Reduce -37.2% | 541 | $381K |
| Evercore Wealth Management, LLC | 0.01% | No change | 540 | $380K |
| Jackson Creek Investment Advisors LLC | 0.11% | No change | 539 | $380K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.9% | 539 | $379K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +54.2% | 515 | $376K |
| Ascent Wealth Partners, LLC | 0.05% | Reduce -0.4% | 533 | $375K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.2% | 530 | $373K |
| Secure Asset Management, LLC | 0.06% | Add +3.7% | 529 | $373K |
| Farringdon Capital, Ltd. | 0.15% | — | 525 | $370K |
| Westmount Partners, LLC | 0.11% | No change | 523 | $368K |
| Everhart Financial Group, Inc. | 0.08% | Add +0.6% | 523 | $368K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 523 | $368K |
| Arax Advisory Partners | 0.02% | Add +1.8% | 522 | $368K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +32.6% | 520 | $367K |
| CX Institutional | 0.01% | Add +0.2% | 516 | $363K |
| Shelton Capital Management | 0.01% | Add +34.7% | 516 | $363K |
| Parsons Capital Management Inc. | 0.02% | No change | 515 | $363K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -8.6% | 513 | $361K |
| Quantessence Capital LLC | 0.15% | — | 512 | $361K |
| First National Trust Co | 0.01% | No change | 511 | $360K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.4% | 504 | $355K |
| Seeds Investor LLC | 0.10% | Reduce -0.2% | 503 | $354K |
| Sandhill Capital Partners LLC | 0.03% | No change | 502 | $354K |
| Aries Wealth Management | 0.10% | No change | 500 | $352K |
| Scissortail Wealth Management, LLC | 0.09% | Add +49900.0% | 500 | $352K |
| Deltec Asset Management LLC | 0.07% | No change | 500 | $352K |
| Fayez Sarofim & Co | 0.00% | No change | 500 | $352K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 500 | $352K |
| Leavell Investment Management, Inc. | 0.02% | Add +8.8% | 497 | $350K |
| Caxton Associates LP | 0.01% | Reduce -10.4% | 497 | $350K |
| Fearless Solutions, LLC dba Best Invest | 0.27% | — | 493 | $347K |
| Capstone Investment Advisors, LLC | 0.00% | Add +53.1% | 493 | $347K |
| Relyea Zuckerberg Hanson LLC | 0.05% | New | 492 | $347K |
| Clarius Group, LLC | 0.02% | Add +7.4% | 492 | $347K |
| Grant/GrossMendelsohn, LLC | 0.18% | No change | 490 | $345K |
| Impact Capital Partners LLC | 0.12% | — | 488 | $344K |
| Financial Partners Group, Inc | 0.05% | Reduce -20.9% | 487 | $343K |
| Precision Wealth Strategies, LLC | 0.26% | Add +9.1% | 480 | $338K |
| Resonant Capital Advisors, LLC | 0.02% | Add +1.3% | 480 | $338K |
| Sax Wealth Advisors, LLC | 0.03% | New | 478 | $337K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 478 | $337K |
| Alps Advisors Inc. | 0.00% | No change | 476 | $335K |
| KPP Advisory Services LLC | 0.08% | New | 473 | $333K |
| Penserra Capital Management LLC | 0.01% | Add +48.4% | 475 | $333K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 471 | $332K |
| Brooklyn Investment Group | 0.10% | Add +4.4% | 470 | $331K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 469 | $331K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -7.5% | 467 | $329K |
| Arcus Capital Partners, LLC | 0.10% | Reduce -0.4% | 455 | $328K |
| PDS Planning, Inc | 0.03% | No change | 462 | $325K |
| Rathbones Group PLC | 0.00% | Reduce -0.7% | 461 | $325K |
| Cascade Investment Group, Inc. | 0.23% | No change | 460 | $324K |
| Larson Financial Group LLC | 0.02% | Reduce -25.4% | 459 | $323K |
| Claro Advisors Inc. | 0.04% | Reduce -4.0% | 455 | $321K |
| Terra Nova Asset Management LLC | 0.24% | No change | 450 | $317K |
| Darden Wealth Group Inc | 0.21% | No change | 450 | $317K |
| Accent Capital Management, LLC | 0.18% | No change | 450 | $317K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.9% | 449 | $316K |
| Alteri Wealth LLC | 0.09% | — | 449 | $316K |
| Elmwood Wealth Management, Inc. | 0.13% | No change | 446 | $314K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 430 | $313K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 443 | $312K |
| LVZ, Inc. | 0.04% | Add +18.3% | 439 | $309K |
| Fox Hill Wealth Management | 0.17% | Add +0.7% | 437 | $308K |
| Composition Wealth, LLC | 0.01% | New | 435 | $306K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -10.3% | 434 | $306K |
| Quantum Financial Advisors, LLC | 0.05% | No change | 434 | $306K |
| First County Bank | 0.17% | Add +2.4% | 432 | $304K |
| Smithfield Trust Co | 0.02% | No change | 429 | $304K |
| Harbor Investment Advisory, LLC | 0.03% | Add +0.2% | 430 | $303K |
| Tennessee Valley Asset Management Partners | 0.05% | No change | 430 | $303K |
| DeDora Capital, Inc. | 0.08% | No change | 428 | $302K |
| Isthmus Partners, LLC | 0.04% | Add +1.4% | 426 | $300K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.3% | 426 | $300K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +46.5% | 425 | $299K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -47.6% | 424 | $298K |
| Diversify Advisory Services, LLC | 0.02% | New | 444 | $298K |
| ORBA Wealth Advisors, L.L.C. | 0.16% | No change | 422 | $297K |
| Murphy Pohlad Asset Management LLC | 0.13% | No change | 420 | $296K |
| Simplicity Wealth,LLC | 0.06% | New | 417 | $294K |
| GTS Securities LLC | 0.01% | Reduce -41.4% | 416 | $293K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 415 | $292K |
| Summit X, LLC | 0.06% | Add +19.0% | 414 | $292K |
| Howard Capital Management, LLC | 0.00% | Add +4.6% | 412 | $290K |
| City National Bank of Florida | 0.26% | — | 411 | $290K |
| Obsidian Cio, LLC | 0.05% | No change | 410 | $289K |
| Calton & Associates, Inc. | 0.13% | New | 407 | $287K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.5% | 424 | $284K |
| Opal Wealth Advisors, LLC | 0.09% | Add +14.5% | 403 | $284K |
| Brave Asset Management Inc. | 0.09% | No change | 403 | $284K |
| Aigen Investment Management, LP | 0.05% | New | 403 | $284K |
| Invst, LLC | 0.03% | Reduce -4.3% | 401 | $282K |
| Steel Grove Capital Advisors, LLC | 0.04% | New | 400 | $282K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 400 | $282K |
| Wealth Alliance, LLC | 0.03% | Add +1.0% | 398 | $280K |
| Hills Bank & Trust Co | 0.02% | Reduce -19.0% | 397 | $280K |
| Atala Financial Inc | 0.20% | — | 396 | $279K |
| Global Retirement Partners, LLC | 0.01% | Add +4.5% | 395 | $278K |
| LMR Partners LLP | 0.01% | Reduce -68.7% | 394 | $278K |
| Magnus Financial Group LLC | 0.03% | No change | 388 | $273K |
| Huntington National Bank | 0.00% | Add +8.8% | 385 | $271K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.13% | No change | 383 | $270K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.6% | 382 | $269K |
| Plancorp, LLC | 0.01% | Add +3.5% | 381 | $268K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.16% | — | 380 | $268K |
| Graypoint LLC | 0.02% | Add +2.5% | 377 | $266K |
| Five Oceans Advisors | 0.12% | Add +1.1% | 377 | $266K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -5.3% | 377 | $266K |
| NBT Bank, N.A. | 0.02% | No change | 377 | $266K |
| Avestar Capital, LLC | 0.02% | Add +9.4% | 373 | $263K |
| Eagle Strategies LLC | 0.05% | No change | 372 | $262K |
| Center For Asset Management LLC | 0.17% | No change | 371 | $261K |
| Axq Capital, LP | 0.12% | New | 371 | $261K |
| Anchor Investment Management, LLC | 0.02% | No change | 370 | $261K |
| Integrated Investment Consultants, LLC | 0.05% | Add +11.1% | 369 | $260K |
| Cannon Wealth Management Services, LLC | 0.22% | No change | 352 | $260K |
| Occudo Quantitative Strategies LP | 0.05% | New | 368 | $259K |
| Moody National Bank Trust Division | 0.03% | Add +4.5% | 368 | $259K |
| GeoWealth Management, LLC | 0.01% | Reduce -13.6% | 368 | $259K |
| Flow Traders U.S. LLC | 0.01% | New | 368 | $259K |
| Northstar Financial Companies, Inc. | 0.24% | — | 367 | $259K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +7.4% | 364 | $256K |
| Pines Wealth Management, LLC | 0.11% | — | 380 | $255K |
| Napa Wealth Management | 0.11% | Add +17.2% | 361 | $254K |
| Realta Investment Advisors | 0.10% | Add +32.7% | 365 | $254K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -39.7% | 360 | $253K |
| Capital Analysts, LLC | 0.01% | Reduce -7.0% | 359 | $253K |
| Veltria Advisors Corp. | 0.11% | Reduce -10.3% | 359 | $253K |
| Abacus Planning Group, Inc. | 0.04% | Reduce -4.5% | 358 | $252K |
| Cottonwood Capital Advisors, LLC | 0.18% | New | 355 | $250K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 355 | $250K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 354 | $249K |
| Wesbanco Bank Inc. | 0.01% | No change | 353 | $249K |
| Note Advisors, LLC | 0.22% | — | 350 | $247K |
| AXS Investments LLC | 0.07% | No change | 350 | $247K |
| FineMark National Bank & Trust | 0.01% | No change | 350 | $247K |
| Titleist Asset Management, LLC | 0.03% | New | 350 | $246K |
| Avalon Trust Co | 0.02% | No change | 349 | $246K |
| Proficio Capital Partners LLC | 0.02% | New | 346 | $244K |
| Florida Financial Advisors, LLC | 0.11% | Reduce -3.1% | 346 | $243K |
| Campion Asset Management | 0.18% | No change | 345 | $243K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 340 | $240K |
| BlueChip Wealth Advisors LLC | 0.13% | Reduce -5.9% | 337 | $237K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 337 | $237K |
| Quotient Wealth Partners, LLC | 0.01% | Add +1.8% | 334 | $236K |
| Mutual Advisors, LLC | 0.01% | New | 311 | $235K |
| Adero Partners, LLC | 0.02% | Add +12.5% | 332 | $234K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.9% | 331 | $233K |
| Essex Bank | 0.06% | Add +5.1% | 331 | $233K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.3% | 331 | $233K |
| Quent Capital, LLC | 0.02% | Reduce -0.3% | 331 | $233K |
| NCM Capital Management, LLC | 0.10% | No change | 329 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.5% | 345 | $231K |
| Belpointe Asset Management LLC | 0.01% | No change | 310 | $230K |
| Bingham Private Wealth, LLC | 0.24% | — | 326 | $230K |
| Certuity, LLC | 0.02% | New | 325 | $229K |
| Wealthstream Advisors, Inc. | 0.04% | Add +0.9% | 325 | $229K |
| Cascades Capital Asset Management, LLC | 0.13% | No change | 325 | $229K |
| Cidel Asset Management Inc. | 0.02% | Reduce -6.1% | 322 | $227K |
| Commonwealth Financial Services, LLC | 0.04% | Add +0.3% | 321 | $226K |
| Penn Capital Management Company, LLC | 0.02% | Reduce -41.4% | 321 | $226K |
| Saranac Partners Ltd | 0.13% | New | 320 | $225K |
| Cutter & CO Brokerage, Inc. | 0.06% | Add +6.7% | 320 | $225K |
| First Dallas Securities Inc. | 0.09% | Reduce -1.5% | 320 | $225K |
| Seascape Capital Management | 0.08% | Reduce -0.3% | 319 | $225K |
| Allen Capital Group, LLC | 0.03% | Reduce -1.9% | 318 | $224K |
| Drive Wealth Management, LLC | 0.05% | Reduce -0.9% | 316 | $223K |
| Great Lakes Advisors, LLC | 0.00% | Add +10.3% | 312 | $220K |
| Verus Capital Partners, LLC | 0.02% | Reduce -8.8% | 310 | $218K |
| Banco Santander, S.A. | 0.00% | New | 310 | $218K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.6% | 309 | $218K |
| Cumberland Partners Ltd | 0.02% | Reduce -47.6% | 308 | $217K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 307 | $216K |
| Bernardo Wealth Planning LLC | 0.05% | New | 322 | $216K |
| Courier Capital LLC | 0.01% | Reduce -3.8% | 306 | $216K |
| SBI Securities Co., Ltd. | 0.01% | — | 305 | $215K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.3% | 304 | $214K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 304 | $214K |
| Old Port Advisors | 0.06% | Add +2.7% | 303 | $213K |
| Blue Trust, Inc. | 0.00% | Reduce -66.8% | 301 | $212K |
| Optimize Financial Inc. | 0.16% | — | 301 | $212K |
| MorganRosel Wealth Management, LLC | 0.07% | No change | 300 | $211K |
| Aureus Asset Management, LLC | 0.01% | No change | 300 | $211K |
| LSV Asset Management | 0.00% | Reduce -94.3% | 300 | $211K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 299 | $211K |
| Regent Peak Wealth Advisors LLC | 0.05% | Reduce -0.7% | 296 | $209K |
| Strategic Blueprint, LLC | 0.01% | Reduce -0.7% | 295 | $208K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Add +2.1% | 295 | $207K |
| Zacks Investment Management | 0.00% | Reduce -21.9% | 293 | $207K |
| Colonial River Investments, LLC | 0.10% | New | 291 | $205K |
| BlueStem Wealth Partners, LLC | 0.03% | — | 290 | $205K |
| Forbes J M & Co. LLP | 0.02% | No change | 290 | $204K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -9.7% | 290 | $204K |
| Fort Point Capital Partners LLC | 0.02% | Add +0.3% | 289 | $204K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | — | 288 | $203K |
| Catalina Capital Group, LLC | 0.07% | Add +2.9% | 288 | $203K |
| D L Carlson Investment Group Inc. | 0.04% | No change | 288 | $203K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 250 | $202K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.3% | 287 | $202K |
| Leeward Financial Partners, LLC | 0.07% | No change | 287 | $202K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -6.6% | 284 | $200K |
| Marion Wealth Management | 0.05% | Add +1.8% | 284 | $200K |
| Highview Capital Management LLC | 0.08% | No change | 284 | $200K |
| Groupe la Francaise | 0.00% | — | 275 | $196K |
| Alexis Investment Partners, LLC | 0.09% | — | 273 | $192K |
| Colonial Trust Co / SC | 0.03% | Add +4.7% | 266 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 265 | $187K |
| Gleason Group, Inc. | 0.03% | Add +0.4% | 256 | $180K |
| Sentry Investment Management LLC | 0.09% | Reduce -14.1% | 255 | $180K |
| St Germain D J Co. Inc. | 0.01% | No change | 252 | $178K |
| Mark Sheptoff Financial Planning, LLC | 0.09% | No change | 250 | $176K |
| Cetera Trust Company, N.A | 0.11% | No change | 246 | $173K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 240 | $169K |
| Oarsman Capital, Inc. | 0.03% | Reduce -4.9% | 234 | $165K |
| Zions Bancorporation, N.A. | 0.01% | No change | 231 | $163K |
| Optimum Investment Advisors | 0.07% | Reduce -4.3% | 225 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.7% | 223 | $157K |
| Avior Wealth Management, LLC | 0.01% | Add +2.8% | 223 | $157K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.0% | 220 | $155K |
| Richards, Merrill & Peterson, Inc. | 0.08% | — | 213 | $150K |
| Human Investing LLC | 0.03% | New | 211 | $149K |
| Nova Wealth Management, Inc. | 0.13% | — | 210 | $148K |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.09% | No change | 210 | $148K |
| Golden State Wealth Management, LLC | 0.02% | — | 209 | $147K |
| Insight Inv LLC | 0.10% | New | 207 | $146K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 206 | $145K |
| Values First Advisors, Inc. | 0.08% | New | 204 | $144K |
| Cromwell Holdings LLC | 0.08% | No change | 197 | $139K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.00% | No change | 194 | $137K |
| Kapitalo Investimentos Ltda | 0.09% | New | 194 | $137K |
| Crews Bank & Trust | 0.02% | — | 194 | $137K |
| Disciplina Capital Management LLC | 0.02% | No change | 192 | $135K |
| Wintrust Investments LLC | 0.12% | Add +4.4% | 191 | $135K |
| Park Square Financial Group, LLC | 0.09% | — | 188 | $132K |
| ORG Partners LLC | 0.02% | No change | 186 | $131K |
| United Community Bank | 0.05% | No change | 173 | $122K |
| Manchester Capital Management LLC | 0.01% | No change | 170 | $120K |
| Eastern Bank | 0.00% | Add +146.4% | 170 | $120K |
| Westpac Banking Corp. | 0.01% | No change | 163 | $115K |
| AlphaCentric Advisors LLC | 0.11% | Reduce -4.8% | 159 | $112K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 157 | $111K |
| Johnson Financial Group, Inc. | 0.01% | Add +77.2% | 140 | $106K |
| Burkett Financial Services, LLC | 0.04% | New | 142 | $100K |
| Thompson Investment Management, Inc. | 0.01% | New | 140 | $99K |
| CoreCap Advisors, LLC | 0.00% | Add +33.3% | 140 | $99K |
| High Note Wealth, LLC | 0.03% | New | 138 | $97K |
| Versant Capital Management, Inc | 0.02% | Add +104.7% | 131 | $92K |
| Coppell Advisory Solutions LLC | 0.01% | Add +19.8% | 127 | $90K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 125 | $88K |
| Ancora Advisors LLC | 0.00% | Add +8.9% | 122 | $86K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 120 | $85K |
| Hilltop National Bank | 0.03% | Reduce -5.6% | 119 | $84K |
| Retirement Wealth Solutions LLC | 0.07% | — | 120 | $81K |
| Reyes Financial Architecture, Inc. | 0.06% | — | 112 | $79K |
| WR Wealth Planners, LLC | 0.03% | Add +8.8% | 111 | $78K |
| Wellington Shields & Co., LLC | 0.02% | No change | 107 | $75K |
| Eagle Bay Advisors LLC | 0.05% | Reduce -1.9% | 105 | $74K |
| Oakworth Capital, Inc. | 0.01% | No change | 105 | $74K |
| Princeton Global Asset Management LLC | 0.01% | No change | 102 | $72K |
| 2UniFi Bank | 0.05% | — | 102 | $72K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +1.0% | 101 | $71K |
| YANKCOM Partnership | 0.04% | — | 100 | $70K |
| Tortoise Investment Management, LLC | 0.01% | No change | 100 | $70K |
| Chilton Capital Management LLC | 0.00% | No change | 100 | $70K |
| Bangor Savings Bank | 0.01% | No change | 99 | $70K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 98 | $69K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.0% | 97 | $68K |
| Hemington Wealth Management | 0.02% | Add +19.8% | 97 | $68K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 105 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 89 | $63K |
| WASHINGTON TRUST Co | 0.00% | No change | 85 | $60K |
| Covestor Ltd | 0.04% | Reduce -25.9% | 83 | $59K |
| Beacon Capital Management, LLC | 0.01% | Reduce -25.4% | 82 | $58K |
| Brown Brothers Harriman & Co. | 0.00% | Add +92.9% | 81 | $57K |
| Caitong International Asset Management Co., Ltd | 0.06% | — | 80 | $56K |
| Webster Bank, N. A. | 0.01% | No change | 79 | $56K |
| J.Safra Asset Management Corp | 0.00% | New | 78 | $55K |
| Knott David M Jr | 0.02% | No change | 78 | $55K |
| Park Place Capital Corp | 0.02% | Add +4.0% | 78 | $55K |
| General Partner, Inc. | 0.03% | No change | 77 | $54K |
| Quarry LP | 0.01% | New | 76 | $54K |
| Mizuho Bank, Ltd. | 0.01% | New | 75 | $53K |
| Arlington Trust Co LLC | 0.01% | No change | 75 | $53K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -10.1% | 71 | $50K |
| Silicon Valley Capital Partners | 0.01% | No change | 71 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 70 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -99.8% | 69 | $49K |
| Twin Lakes Capital Management, LLC | 0.03% | Add +1.5% | 68 | $48K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 65 | $46K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 61 | $43K |
| Private Wealth Management Group, LLC | 0.02% | No change | 61 | $43K |
| MCF Advisors LLC | 0.00% | No change | 61 | $43K |
| Center for Financial Planning, Inc. | 0.01% | No change | 60 | $42K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | New | 60 | $42K |
| HHM Wealth Advisors, LLC | 0.01% | Add +3.5% | 59 | $42K |
| TCTC Holdings, LLC | 0.00% | New | 59 | $42K |
| Promus Capital, LLC | 0.03% | — | 58 | $41K |
| FWL Investment Management, LLC | 0.01% | No change | 56 | $39K |
| Asset Dedication, LLC | 0.00% | Add +4.0% | 52 | $37K |
| Ofi Invest Asset Management | 0.00% | — | 53 | $36K |
| HM Payson & Co. | 0.00% | Reduce -2.0% | 50 | $35K |
| Kestra Investment Management, LLC | 0.00% | New | 48 | $34K |
| Davis Capital Management | 0.03% | No change | 48 | $34K |
| Clark Wealth Partners | 0.03% | — | 48 | $34K |
| Hexagon Capital Partners LLC | 0.01% | Add +161.1% | 47 | $33K |
| Hanson & Doremus Investment Management | 0.01% | New | 47 | $33K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -8.0% | 46 | $32K |
| Riverview Trust Co | 0.03% | No change | 44 | $31K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +600.0% | 42 | $30K |
| Meeder Asset Management Inc. | 0.00% | Add +241.7% | 41 | $29K |
| Rise Advisors, LLC | 0.01% | Add +2.6% | 40 | $28K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 40 | $28K |
| Talon Private Wealth, LLC | 0.01% | Add +875.0% | 39 | $27K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 39 | $27K |
| Murphy & Mullick Capital Management Corp | 0.03% | — | 39 | $27K |
| Your Advocates Ltd., LLP | 0.01% | No change | 37 | $26K |
| Ascentis Wealth Management, LLC | 0.01% | New | 37 | $26K |
| Rialto Wealth Management, LLC | 0.01% | — | 36 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +220.0% | 32 | $25K |
| Evergreen Private Wealth LLC | 0.01% | No change | 35 | $25K |
| First Financial Corp. | 0.01% | No change | 34 | $24K |
| Banque Transatlantique SA | 0.00% | — | 34 | $24K |
| Aventura Private Wealth, LLC | 0.01% | — | 33 | $23K |
| GW&K Investment Management, LLC | 0.00% | Add +3.1% | 33 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.9% | 32 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 32 | $23K |
| Chesapeake Asset Management LLC | 0.02% | No change | 31 | $22K |
| Sierra Ocean, LLC | 0.02% | — | 30 | $21K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -6.3% | 30 | $21K |
| Byrne Asset Management LLC | 0.02% | Reduce -46.3% | 29 | $20K |
| SRH Advisors, LLC | 0.01% | New | 29 | $20K |
| Canton Hathaway, LLC | 0.01% | No change | 29 | $20K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +26.1% | 29 | $20K |
| MV Capital Management, Inc. | 0.00% | Reduce -9.7% | 28 | $20K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 26 | $18K |
| PFS Partners, LLC | 0.01% | No change | 25 | $18K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 25 | $18K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +14.3% | 24 | $17K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.01% | No change | 24 | $17K |
| Centricity Wealth Management, LLC | 0.02% | — | 24 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 24 | $17K |
| Addison Advisors LLC | 0.00% | Add +26.3% | 24 | $17K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 24 | $17K |
| Hurley Capital, LLC | 0.01% | — | 24 | $16K |
| Transce3nd, LLC | 0.01% | — | 22 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 21 | $15K |
| Trust Co. of Vermont | 0.00% | Reduce -65.6% | 21 | $15K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -9.1% | 20 | $14K |
| Dunhill Financial, LLC | 0.01% | Add +26.7% | 19 | $14K |
| Tsfg, LLC | 0.00% | No change | 18 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +260.0% | 18 | $13K |
| Continuum Advisory, LLC | 0.00% | Add +5.9% | 18 | $13K |
| Contravisory Investment Management, Inc. | 0.00% | New | 16 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $10K |
| Operose Advisors LLC | 0.00% | No change | 14 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 13 | $9K |
| Abound Wealth Management | 0.00% | No change | 13 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 12 | $8K |
| New Wave Wealth Advisors LLC | 0.00% | New | 12 | $8K |
| Millstone Evans Group, LLC | 0.01% | — | 12 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Add +100.0% | 12 | $8K |
| SouthState Bank Corp | 0.00% | No change | 12 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 11 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -35.3% | 11 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +10.0% | 11 | $8K |
| FPC Investment Advisory, Inc. | 0.01% | New | 10 | $8K |
| Security National Bank | 0.00% | No change | 10 | $7K |
| Avion Wealth | 0.00% | Add +11.1% | 10 | $7K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 10 | $7K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -18.2% | 9 | $6K |
| Rakuten Securities, Inc. | 0.00% | Reduce -46.7% | 8 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +40.0% | 7 | $5K |
| True Wealth Design, LLC | 0.00% | Add +16.7% | 7 | $5K |
| TFC Financial Management, Inc. | 0.00% | Add +40.0% | 7 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 7 | $5K |
| Decker Retirement Planning Inc. | 0.00% | — | 7 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Add +20.0% | 6 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 6 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 6 | $4K |
| Ameriflex Group, Inc. | 0.00% | — | 5 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +400.0% | 5 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 5 | $4K |
| Sachetta, LLC | 0.00% | No change | 5 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 5 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -79.2% | 5 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -28.6% | 5 | $4K |
| PayPay Securities Corp | 0.12% | New | 4 | $3K |
| WealthCollab, LLC | 0.00% | No change | 4 | $3K |
| SWAN Capital LLC | 0.00% | No change | 4 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 4 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 4 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 4 | $3K |
| WealthTrak Capital Management LLC | 0.00% | — | 3 | $2K |
| Lummis Asset Management, LP | 0.00% | No change | 3 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -50.0% | 3 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 3 | $2K |
| Barrett & Company, Inc. | 0.00% | New | 3 | $2K |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +50.0% | 3 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $2K |
| Nvwm, LLC | 0.00% | No change | 3 | $2K |
| Navigoe, LLC | 0.00% | — | 3 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 3 | $2K |
| Financial Life Planners | 0.00% | — | 2 | $1K |
| Sunbelt Securities, Inc. | 0.00% | New | 2 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $1K |
| NewSquare Capital LLC | 0.00% | New | 2 | $1K |
| Winnacle Wealth LLC | 0.00% | — | 2 | $907 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 1 | $705 |
| West Branch Capital LLC | 0.00% | No change | 1 | $705 |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 1 | $704 |
| WPG Advisers, LLC | 0.00% | — | 1 | $704 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 1 | $704 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 1 | $704 |
| Perkins Coie Trust Co | 0.00% | No change | 1 | $704 |
| Activest Wealth Management | 0.00% | New | 1 | $704 |
| PEAK6 LLC | 0.00% | — | 1 | $687 |
"% of holder's portfolio" is URI's weight in each manager's 13F, not the share of United Rentals Inc. the manager owns.