ChubbCB

13F holders, Q3 2024 (September 30)
1,804holders +96
174new positions
84sold out
11famous investors
$288.28avg. 13F price*

At the end of Q3 2024, 1,804 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 96 from Q2 2024. 174 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($10.4B), BlackRock, Inc. ($8.1B) and Berkshire Hathaway ($7.8B). 11 famous investors held it, including Warren Buffett (2.9% of Berkshire Hathaway's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio).

Company
Chubb Ltd.
Sector
Finance
CUSIP
H1467J104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,696Q1 2024Q2 2024: 1,708Q2 2024Q3 2024: 1,804Q3 2024Q4 2024: 1,900Q4 2024Q1 2025: 1,921Q1 2025Q2 2025: 1,956Q2 2025Q3 2025: 1,924Q3 2025Q4 2025: 2,054Q4 2025Q1 2026: 2,119Q1 2026Q2 2026: 2,165Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions174$1.6B
Exits84$234.6M

All 13F filers, Q2 2024 → Q3 2024: 15,604,974 shares bought and 15,877,524 shares sold, net −272,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,804 holders

Vanguard Group Inc. 0.19% Reduce -6.5% 36,181,833 $10.4B
BlackRock, Inc. 0.17% — 27,939,603 $8.1B
Berkshire Hathaway 2.93% No change 27,033,784 $7.8B
T. Rowe Price Associates Inc. 0.58% Reduce -1.3% 17,338,558 $5.0B
State Street Corp. 0.20% Reduce -5.1% 17,274,329 $5.0B
FMR LLC 0.27% Add +7.3% 15,576,485 $4.5B
Capital World Investors 0.50% Add +0.2% 11,268,412 $3.2B
Wellington Management Group LLP 0.45% Reduce -6.7% 8,922,021 $2.6B
Capital Research Global Investors 0.53% Add +18.9% 8,762,888 $2.5B
Massachusetts Financial Services Co. 0.75% Reduce -2.2% 8,722,514 $2.5B
Geode Capital Management, LLC 0.20% Reduce -3.5% 8,599,920 $2.5B
Capital International Investors 0.40% Add +2.9% 7,195,381 $2.1B
JPMorgan Chase & Co. 0.16% Reduce -2.5% 6,854,757 $2.0B
Morgan Stanley 0.13% Add +2.5% 6,080,264 $1.8B
Wells Fargo & Company 0.42% Reduce -0.1% 5,934,878 $1.7B
Ameriprise Financial Inc. 0.36% Reduce -2.8% 4,793,462 $1.4B
Bank of America Corp. 0.11% Reduce -2.1% 4,458,086 $1.3B
Norges Bank 0.17% Reduce -2.3% 4,124,329 $1.2B
Northern Trust Corp. 0.16% Reduce -8.6% 3,401,705 $981.0M
Deutsche Bank AG 0.39% Add +0.3% 3,300,446 $951.8M
GQG Partners LLC 1.47% New 3,251,092 $937.6M
Royal Bank of Canada 0.19% Add +101.3% 2,999,207 $864.9M
Legal & General Group Plc 0.21% Reduce -4.7% 2,792,759 $805.4M
Raymond James & Associates 0.47% Reduce -12.9% 2,657,618 $766.4M
Ontario Teachers Pension Plan Board 6.78% Reduce -0.9% 2,572,215 $741.8M
UBS Group AG 0.20% Add +3.5% 2,515,180 $725.4M
Invesco Ltd. 0.14% Add +5.8% 2,437,815 $703.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Reduce -11.2% 2,387,160 $688.4M
Bank of New York Mellon Corp 0.13% Reduce -7.0% 2,340,674 $675.0M
Dimensional Fund Advisors LP 0.16% Add +0.9% 2,318,340 $668.6M
Nuveen Asset Management, LLC 0.18% Reduce -9.5% 2,199,776 $635.2M
Boston Partners 0.75% Add +0.1% 2,189,754 $632.1M
Charles Schwab Investment Management Inc. 0.12% Reduce -6.0% 2,189,087 $631.3M
Goldman Sachs Group Inc. 0.11% Reduce -9.6% 2,012,809 $580.5M
First Trust Advisors LP 0.50% Add +2.4% 1,804,104 $520.3M
Barclays PLC 0.23% Add +28.1% 1,772,688 $511.2M
Lazard Asset Management LLC 0.72% Reduce -48.3% 1,746,287 $503.6M
Principal Financial Group Inc. 0.22% Reduce -0.4% 1,395,884 $402.6M
California Public Employees Retirement System 0.27% Reduce -2.9% 1,335,771 $385.2M
Raymond James Financial Services Advisors, Inc. 0.48% Reduce -12.6% 1,247,883 $359.9M
Schroder Investment Management Group 0.36% Add +3.1% 1,212,665 $351.2M
Fayez Sarofim & Co 0.88% Reduce -23.2% 1,199,419 $345.9M
Davis Selected Advisers 1.91% Reduce -6.3% 1,178,336 $339.8M
Amundi 0.13% Reduce -23.7% 1,210,474 $338.9M
Caisse de depot et placement du Quebec 0.67% Add +49.7% 1,172,267 $338.1M
Swiss National Bank 0.21% Reduce -4.8% 1,144,991 $330.2M
AQR Capital Management 0.45% Reduce -2.6% 1,131,810 $323.8M
Envestnet Asset Management Inc. 0.10% Add +4.8% 1,093,613 $315.4M
Jennison Associates LLC 0.19% Reduce -4.1% 1,064,580 $307.0M
Altrinsic Global Advisors LLC 12.53% Reduce -3.0% 1,021,762 $294.7M
Sumitomo Mitsui Trust Group, Inc. 0.20% Reduce -2.5% 999,003 $288.1M
Mycio Wealth Partners, LLC 62.43% Reduce -1.0% 943,840 $272.2M
PNC Financial Services Group, Inc. 0.17% Add +0.8% 925,622 $266.9M
Assenagon Asset Management S.A. 0.50% Add +4559.3% 844,832 $243.6M
Polar Capital Holdings Plc 1.15% Reduce -2.9% 825,178 $238.0M
Cullen Capital Management, LLC 2.58% Reduce -7.5% 820,374 $236.6M
National Pension Service 0.23% Add +14.1% 813,125 $234.5M
Manufacturers Life Insurance Company, The 0.19% Add +23.3% 760,701 $219.4M
ProShare Advisors LLC 0.53% Reduce -4.8% 751,865 $216.8M
Rhumbline Advisers 0.18% Reduce -3.6% 690,896 $199.2M
Stifel Financial Corp. 0.21% Reduce -0.7% 683,893 $197.2M
Bank of Montreal 0.09% Add +2.7% 665,139 $192.6M
New York State Common Retirement Fund 0.26% Add +4.7% 664,657 $191.7M
Ensign Peak Advisors, Inc 0.33% Add +10.5% 647,283 $186.7M
California State Teachers Retirement System 0.21% Reduce -3.8% 636,658 $183.6M
Robeco Institutional Asset Management B.V. 0.36% Reduce -25.7% 627,295 $180.9M
US Bancorp \de 0.23% Reduce -2.0% 616,830 $177.9M
Corient Private Wealth LP 0.28% Add +1.4% 610,002 $175.9M
Cooke & Bieler LP 1.56% Reduce -4.6% 596,970 $172.2M
Natixis Advisors, LLC 0.33% Add +1.9% 595,318 $171.7M
Lord, Abbett & Co. LLC 0.55% Reduce -3.2% 593,685 $171.2M
Confluence Investment Management LLC 2.26% Reduce -2.4% 587,389 $169.4M
BNP Paribas Financial Markets 0.16% Add +36.8% 573,228 $165.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +1.5% 570,605 $164.6M
DNB Asset Management AS 0.73% New 561,534 $161.9M
Barrow Hanley Mewhinney & Strauss LLC 0.46% Reduce -6.0% 484,443 $139.7M
Homestead Advisers Corp 3.21% Add +0.0% 467,611 $134.9M
JARISLOWSKY, FRASER Ltd 0.75% Reduce -11.0% 462,026 $133.2M
Evercore Wealth Management, LLC 1.95% Reduce -1.2% 450,931 $130.0M
Davis Asset Management, L.P. 5.19% No change 450,000 $129.8M
Boston Trust Walden Corp 0.90% Reduce -0.3% 448,235 $129.3M
Glenmede Trust Co. NA 0.61% Reduce -0.6% 442,669 $127.7M
Clark Capital Management Group, Inc. 0.87% Reduce -12.3% 442,115 $127.5M
Thrivent Financial for Lutherans 0.24% Reduce -9.9% 434,632 $125.3M
Troy Asset Management Ltd 3.81% No change 419,380 $120.9M
HSBC Holdings PLC 0.08% Reduce -26.3% 418,326 $120.2M
Alliancebernstein L.P. 0.04% Reduce -5.3% 415,968 $120.0M
Storebrand Asset Management As 0.37% Reduce -1.7% 412,033 $118.8M
Welch & Forbes LLC 1.50% Reduce -0.4% 408,002 $117.7M
Citigroup Inc. 0.11% Reduce -1.1% 404,901 $116.8M
CANADA LIFE ASSURANCE Co 0.20% Add +1.2% 403,953 $116.6M
Canada Pension Plan Investment Board 0.11% Add +55.3% 399,586 $115.2M
Nordea Investment Management AB 0.13% Reduce -12.8% 395,350 $113.8M
Cincinnati Insurance Co. 1.90% No change 393,738 $113.6M
Van Lanschot Kempen Investment Management N.V. 1.15% Add +6.7% 390,574 $112.6M
State Board of Administration of Florida Retirement System 0.21% Reduce -1.8% 389,734 $112.4M
Millennium Management 0.10% Add +123.0% 383,334 $110.5M
Korea Investment CORP 0.25% Reduce -0.1% 371,616 $107.2M
Regions Financial Corp. 0.76% Reduce -1.0% 367,369 $105.9M
HRT Financial LP 0.52% New 364,935 $105.2M
Cincinnati Financial Corp. 2.26% No change 362,902 $104.7M
Huntington National Bank 0.98% Add +1.7% 353,494 $101.9M
LPL Financial LLC 0.04% Add +5.4% 348,679 $100.6M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -41.6% 344,083 $99.2M
Cannell & Spears LLC 1.94% Add +0.7% 341,160 $98.4M
New York State Teachers Retirement System 0.20% Reduce -11.3% 336,925 $97.2M
Susquehanna International Group, LLP 0.17% Add +175.5% 336,473 $97.0M
Rathbones Group PLC 0.49% Add +6.5% 333,903 $96.3M
Neuberger Berman Group LLC 0.07% Reduce -3.0% 331,630 $95.6M
Allianz Asset Management GmbH 0.15% Reduce -28.0% 327,570 $94.5M
1832 Asset Management L.P. 0.16% Add +2805.0% 327,332 $94.4M
Franklin Resources Inc. 0.03% Add +13.9% 321,985 $93.0M
Victory Capital Management Inc. 0.09% Reduce -0.8% 322,220 $92.9M
Russell Investments Group, Ltd. 0.13% Reduce -5.1% 317,380 $91.5M
DekaBank Deutsche Girozentrale 0.16% Add +13.3% 354,484 $88.4M
Cerity Partners LLC 0.19% Add +37.5% 295,081 $85.1M
Federated Hermes, Inc. 0.19% Reduce -15.3% 293,840 $84.7M
Vest Financial, LLC 1.59% Add +7.4% 286,888 $82.7M
Agf Management Ltd. 0.42% Reduce -0.8% 284,727 $82.1M
Jane Street Group, LLC 0.13% Add +52.5% 281,460 $81.2M
Cornerstone Investment Partners, LLC 3.98% Reduce -6.6% 279,463 $80.6M
Oldfield Partners LLP 16.64% Reduce -27.0% 272,900 $78.7M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -1.2% 265,122 $76.5M
National Bank of Canada 0.10% Reduce -22.5% 263,271 $75.9M
Swedbank AB 0.10% Add +3.3% 259,288 $74.8M
Nomura Asset Management Co. Ltd. 0.23% Add +1.7% 259,194 $74.7M
Cacti Asset Management LLC 5.55% No change 257,466 $74.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.18% Reduce -7.7% 253,301 $73.0M
London Co. of Virginia 0.37% New 246,897 $71.2M
Todd Asset Management LLC 1.65% Reduce -0.7% 246,303 $71.0M
Davis R M Inc. 1.36% Reduce -2.5% 244,316 $70.5M
TCTC Holdings, LLC 2.37% Reduce -0.5% 243,059 $70.1M
Janney Montgomery Scott LLC 0.20% Reduce -0.4% 242,965 $70.1M
Brandywine Global Investment Management, LLC 0.46% Add +4.4% 237,441 $68.6M
STRS Ohio 0.26% Reduce -1.9% 237,414 $68.5M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Reduce -49.1% 236,000 $68.1M
State of Wisconsin Investment Board 0.17% Add +1.7% 235,869 $68.0M
D.A. Davidson & Co. 0.56% Add +0.4% 235,262 $67.8M
HighTower Advisors, LLC 0.10% Add +12.4% 234,927 $67.8M
Bartlett & Co. Wealth Management LLC 0.96% Reduce -0.1% 231,081 $66.8M
Wealth Enhancement Advisory Services, LLC 0.14% Add +16.2% 225,973 $65.2M
Calamos Advisors LLC 0.45% Reduce -0.7% 224,974 $64.9M
Jupiter Asset Management Ltd. 0.57% Add +17.1% 224,753 $64.8M
Retirement Systems of Alabama 0.24% Reduce -8.4% 223,759 $64.5M
Commerce Bank 0.39% Add +1.7% 220,424 $63.6M
Royal London Asset Management Ltd. 0.15% Add +6.3% 214,725 $61.9M
Teachers Retirement System of the State of Kentucky 0.53% Reduce -1.9% 212,709 $61.3M
LGT Group Foundation 0.99% Add +5.8% 210,466 $60.7M
Rockefeller Capital Management L.P. 0.16% Add +16.8% 207,021 $59.7M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -9.0% 204,800 $59.1M
Danske Bank A/S 0.20% Reduce -3.0% 204,772 $59.1M
Pictet Asset Management Holding SA 0.06% Add +0.5% 201,341 $58.1M
TD Asset Management Inc 0.05% Reduce -6.3% 199,948 $57.9M
Fifth Third Bancorp 0.21% Add +0.6% 198,101 $57.1M
Financial Counselors Inc. 0.84% Reduce -1.3% 197,329 $56.9M
Baird Financial Group, Inc. 0.11% Add +5.6% 196,314 $56.6M
Personal Cfo Solutions, LLC 7.81% Add +0.5% 193,795 $55.9M
Asset Management One Co., Ltd. 0.20% Reduce -1.9% 191,448 $55.2M
Treasurer of the State of North Carolina 0.22% Add +0.3% 188,958 $54.5M
CIBC Private Wealth Group LLC 0.10% Reduce -1.5% 187,760 $54.1M
Cambiar Investors LLC 2.06% Reduce -2.1% 186,070 $53.7M
Public Employees Retirement System of Ohio 0.23% New 185,334 $53.4M
William Blair Investment Management, LLC 0.13% New 185,113 $53.4M
Schwartz Investment Counsel Inc. 1.90% Reduce -0.1% 185,050 $53.4M
Sei Investments Co. 0.07% Reduce -0.5% 184,898 $53.3M
Truist Financial Corp. 0.08% Reduce -5.0% 183,880 $53.0M
Los Angeles Capital Management LLC 0.21% Reduce -60.5% 183,620 $53.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Reduce -16.9% 181,322 $52.3M
Aviva PLC 0.13% Add +2.4% 178,547 $51.5M
Great Lakes Advisors, LLC 0.43% Reduce -5.2% 178,490 $51.5M
ZWJ Investment Counsel Inc. 2.09% Add +0.3% 177,083 $51.1M
KBC Group NV 0.15% Add +163.6% 174,297 $50.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +1.5% 171,931 $49.6M
Clearbridge Investments, LLC 0.04% Add +4.9% 169,964 $49.0M
Mn Services Vermogensbeheer B.V. 0.32% Reduce -2.4% 157,470 $45.4M
Grandfield & Dodd, LLC 2.68% Reduce -0.2% 157,078 $45.3M
Smith Chas P & Associates Pa Cpas 2.53% Reduce -2.3% 155,734 $44.9M
State of Tennessee, Department of Treasury 0.15% Reduce -7.5% 151,477 $43.7M
Canoe Financial LP 1.05% Reduce -3.9% 150,295 $43.5M
Country Trust Bank 1.05% Add +2.6% 149,426 $43.1M
Egerton Capital (UK) LLP 0.43% New 148,764 $42.9M
MAI Capital Management 0.41% Reduce -1.0% 147,306 $42.5M
Willis Investment Counsel 2.73% Add +0.6% 145,943 $42.1M
State of New Jersey Common Pension Fund D 0.17% Reduce -3.5% 144,845 $41.8M
Capital International, Inc. 0.52% Add +2.7% 143,947 $41.5M
Tredje AP-fonden 0.37% Add +11.1% 140,834 $40.6M
Woodley Farra Manion Portfolio Management Inc. 1.99% Add +0.3% 136,410 $39.5M
Creative Planning 0.04% Reduce -6.5% 132,140 $38.1M
Polaris Capital Management, LLC 1.88% Add +0.6% 132,069 $38.1M
Auto-Owners Insurance Co 0.92% No change 130,000 $37.5M
Handelsbanken Fonder AB 0.15% Add +5.3% 129,628 $37.4M
Roffman Miller Associates Inc. 2.28% Add +0.9% 129,580 $37.4M
Rafferty Asset Management, LLC 0.13% Reduce -10.8% 127,329 $36.7M
Capital International Sarl 0.94% Add +14.8% 126,951 $36.6M
Oppenheimer Asset Management Inc. 0.44% Add +0.2% 126,448 $36.5M
Tocqueville Asset Management L.P. 0.56% Add +1.7% 123,461 $35.6M
Steward Partners Investment Advisory, LLC 0.33% Add +4.4% 123,214 $35.5M
Deroy & Devereaux Private Investment Counsel Inc. 2.03% Add +0.5% 122,721 $35.4M
First Manhattan Co. Llc. 0.10% Add +26.3% 121,116 $35.0M
Factory Mutual Insurance Co. 0.36% Reduce -1.3% 120,200 $34.7M
Rockland Trust Co. 1.68% Reduce -1.1% 118,545 $34.2M
Berkshire Asset Management LLC 1.73% No change 133,208 $34.0M
Main Street Research LLC 2.12% Add +2.3% 116,454 $33.7M
Sit Investment Associates Inc. 0.75% Reduce -3.0% 116,174 $33.5M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -78.6% 112,824 $32.5M
M&T Bank Corp 0.11% Reduce -20.8% 111,652 $32.2M
Arizona State Retirement System 0.20% Reduce -6.0% 110,607 $31.9M
NorthCrest Asset Manangement, LLC 0.96% Add +1.6% 110,138 $31.8M
Klingenstein Fields & Co. LP 1.25% Reduce -0.4% 109,057 $31.5M
Mariner, LLC 0.06% Add +3.6% 108,603 $31.3M
Corebridge Financial, Inc. 0.16% Reduce -8.8% 104,627 $30.2M
American Century Companies Inc. 0.02% Add +3.5% 104,003 $30.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.30% — 103,264 $29.8M
Connor, Clark & Lunn Investment Management Ltd. 0.14% Reduce -65.2% 103,124 $29.7M
Pathstone Holdings, LLC 0.13% Reduce -0.3% 102,866 $29.7M
State of Michigan Retirement System 0.15% Reduce -8.0% 102,287 $29.5M
Peapack Gladstone Financial Corp. 0.42% Add +0.5% 101,729 $29.3M
Cresset Asset Management, LLC 0.11% Add +5.0% 101,249 $29.3M
Howland Capital Management LLC 1.26% Reduce -0.2% 100,722 $29.1M
Chesley Taft & Associates LLC 1.36% Add +11.1% 98,585 $28.4M
MetLife Investment Management, LLC 0.16% Reduce -9.3% 98,191 $28.3M
Bradley Foster & Sargent Inc. 0.47% Add +2.1% 97,181 $28.0M
Macquarie Group Ltd. 0.03% Reduce -2.4% 96,722 $27.9M
PhiloSmith Capital Corp 6.98% No change 95,750 $27.6M
Weiss Asset Management LP 1.01% New 95,092 $27.4M
Aristotle Atlantic Partners, LLC 0.85% Add +3.3% 94,893 $27.4M
Forsta Ap-Fonden 0.21% Add +5.7% 94,000 $27.1M
MassMutual Private Wealth & Trust, FSB 0.76% Add +3.0% 92,669 $26.7M
Callahan Advisors, LLC 2.58% Reduce -0.4% 91,917 $26.5M
Impax Asset Management Group plc 0.10% New 91,321 $26.3M
Flputnam Investment Management Co. 0.47% Add +0.3% 91,143 $26.3M
St Germain D J Co. Inc. 1.21% Reduce -4.8% 91,120 $26.3M
Brown Advisory Inc. 0.03% Reduce -0.8% 90,669 $26.1M
Eagle Ridge Investment Management 2.27% Add +0.9% 89,828 $25.9M
Nisa Investment Advisors, LLC 0.15% Reduce -0.5% 89,303 $25.8M
Yousif Capital Management, LLC 0.28% Reduce -5.2% 88,447 $25.5M
Compagnie Lombard Odier SCmA 0.40% Add +0.8% 88,239 $25.4M
Capital International Ltd. 1.10% Add +2.8% 88,219 $25.4M
Obermeyer Wealth Partners 1.36% Add +811.8% 88,166 $25.4M
DDD Partners, LLC 2.70% Add +0.3% 86,285 $24.9M
Martingale Asset Management L P 0.57% Reduce -33.2% 86,221 $24.9M
Varma Mutual Pension Insurance Co 0.20% Reduce -4.4% 87,321 $24.7M
Boston Common Asset Management, LLC 0.64% Add +1.1% 84,668 $24.4M
QRG Capital Management, Inc. 0.26% Add +72.8% 84,616 $24.4M
Wilkins Investment Counsel Inc. 3.31% Reduce -0.5% 82,941 $23.9M
Cullen/Frost Bankers, Inc. 0.33% Reduce -0.7% 82,793 $23.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -8.3% 81,777 $23.6M
&partners 0.46% Add +107.6% 81,586 $23.5M
Mercer Global Advisors Inc. 0.06% Add +57.5% 80,477 $23.5M
Commonwealth Equity Services, LLC 0.04% Reduce -0.3% 81,398 $23.5M
Voya Investment Management LLC 0.03% Reduce -39.2% 81,215 $23.4M
Sanctuary Advisors, LLC 0.15% Add +9.0% 82,021 $23.4M
Anchor Capital Advisors LLC 0.62% Reduce -1.4% 81,047 $23.4M
Moran Wealth Management, LLC 0.72% Reduce -0.7% 80,750 $23.3M
USS Investment Management Ltd 0.17% No change 80,488 $23.2M
Gilder Gagnon Howe & Co. LLC 0.28% Reduce -4.5% 79,944 $23.1M
Chartwell Investment Partners, LLC 0.78% Reduce -16.1% 78,439 $22.6M
Amalgamated Bank 0.18% Reduce -4.9% 77,883 $22.5M
Payden & Rygel 1.73% Add +0.5% 77,670 $22.4M
Becker Capital Management Inc. 0.73% Add +0.1% 77,237 $22.3M
Czech National Bank 0.22% Reduce -1.1% 76,525 $22.1M
Cetera Investment Advisers 0.05% Add +8.4% 75,306 $21.7M
Badgley Phelps Wealth Managers, LLC 0.50% Add +0.9% 74,234 $21.5M
Nepsis Inc. 5.07% Add +4.7% 74,125 $21.4M
Curi Capital, LLC 0.49% Reduce -1.2% 74,053 $21.4M
Cibc World Markets Corp. 0.15% Reduce -5.8% 73,333 $21.1M
Guggenheim Capital LLC 0.15% Add +22.0% 72,230 $20.8M
Ingalls & Snyder LLC 0.82% Reduce -1.0% 72,068 $20.8M
SG Americas Securities, LLC 0.08% Add +12.0% 71,229 $20.5M
Abner Herrman & Brock LLC 2.48% Reduce -0.6% 71,179 $20.5M
Teacher Retirement System of Texas 0.10% Reduce -21.5% 69,968 $20.2M
Janus Henderson Group PLC 0.01% Reduce -5.7% 69,985 $20.2M
Glenview Trust Co 0.38% Reduce -9.7% 69,387 $20.0M
Daiichi Life Insurance Co., Ltd. 0.50% Reduce -20.0% 69,123 $19.9M
Oak Associates Ltd. 1.33% Reduce -1.7% 68,680 $19.8M
NewEdge Advisors, LLC 0.13% Reduce -0.9% 67,909 $19.6M
Cibc World Market Inc. 0.04% Add +3.3% 67,750 $19.5M
Unio Capital LLC 7.83% Reduce -0.2% 67,125 $19.4M
Florida Trust Wealth Management Co 0.62% Reduce -5.0% 67,040 $19.3M
Utah Retirement Systems 0.22% Add +0.3% 66,879 $19.3M
Assetmark, Inc. 0.06% Add +4.7% 66,747 $19.2M
Connors Investor Services Inc. 1.85% Reduce -0.6% 66,493 $19.1M
Mackenzie Financial Corp. 0.03% Reduce -11.6% 66,346 $19.1M
LSV Asset Management 0.04% Reduce -15.8% 66,000 $19.0M
Public Sector Pension Investment Board 0.10% Reduce -74.9% 65,567 $18.9M
Osaic Holdings, Inc. 0.04% Reduce -5.9% 65,450 $18.9M
Qube Research & Technologies Ltd 0.03% Add +408.1% 64,757 $18.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -17.2% 64,365 $18.6M
Prudential Financial Inc. 0.03% Reduce -5.1% 64,338 $18.6M
Asset Advisors Investment Management, LLC 1.92% Add +2.7% 63,979 $18.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +46.6% 63,468 $18.3M
Bailard, Inc. 0.47% Add +39.6% 62,435 $18.0M
O'shaughnessy Asset Management, LLC 0.16% Reduce -4.1% 60,869 $17.6M
River Road Asset Management, LLC 0.23% Reduce -4.1% 60,805 $17.5M
Amplius Wealth Advisors, LLC 1.89% Add +4.3% 60,029 $17.3M
Pittenger & Anderson Inc. 0.65% Add +3.7% 59,877 $17.3M
CIBC Asset Management Inc 0.06% Add +0.2% 59,539 $17.2M
Tidal Investments LLC 0.19% Add +376.4% 59,532 $17.2M
AXA S.A. 0.05% Reduce -10.2% 59,473 $17.2M
TCV Trust & Wealth Management, Inc. 1.50% Reduce -3.5% 58,098 $16.8M
Avantax Advisory Services, Inc. 0.11% Add +0.7% 57,763 $16.7M
Kanawha Capital Management LLC 1.20% Add +1.5% 57,141 $16.5M
Beese Fulmer Investment Management, Inc. 1.42% Add +0.2% 57,138 $16.5M
Balyasny Asset Management L.P. 0.04% Add +933.1% 57,091 $16.5M
APG Asset Management N.V. 0.11% Reduce -77.3% 63,700 $16.5M
Eagle Rock Investment Company, LLC 2.75% Reduce -0.5% 56,939 $16.4M
Captrust Financial Advisors 0.05% Reduce -0.7% 55,881 $16.1M
Interval Partners, LP 0.45% Reduce -31.2% 54,962 $15.9M
Credit Agricole S A 0.08% Add +168.0% 54,711 $15.8M
Xponance LLC 0.15% Reduce -2.6% 54,664 $15.8M
SouthState Bank Corp 1.08% Add +2.4% 54,173 $15.6M
Blair William & Co. 0.05% Reduce -2.7% 54,071 $15.6M
Brevan Howard Capital Management LP 0.77% New 53,566 $15.4M
Torray Investment Partners LLC 2.16% Reduce -0.2% 53,497 $15.4M
NorthCoast Asset Management LLC 0.11% Add +15.0% 58,175 $15.3M
WASHINGTON TRUST Co 0.54% Reduce -2.3% 53,065 $15.3M
Capital Group Private Client Services, Inc. 0.15% Reduce -3.3% 52,822 $15.2M
LS Investment Advisors, LLC 2.25% Reduce -3.9% 52,769 $15.2M
Azimuth Capital Investment Management LLC 0.59% Reduce -40.5% 52,600 $15.2M
Talbot Financial, LLC 1.84% Add +2.5% 52,450 $15.1M
PGGM Investments 0.19% Add +2.0% 52,366 $15.1M
Squarepoint Ops LLC 0.05% Add +226.0% 51,975 $15.0M
Cambridge Investment Research Advisors, Inc. 0.05% Add +4.5% 50,898 $14.7M
TD Waterhouse Canada Inc. 0.12% Add +34.3% 50,289 $14.7M
Mediolanum International Funds Ltd 0.20% Reduce -1.9% 50,055 $14.5M
New York Life Investment Management LLC 0.14% Reduce -10.3% 49,990 $14.4M
Gradient Investments LLC 0.30% Reduce -21.2% 49,590 $14.3M
Nemes Rush Group LLC 2.06% Reduce -3.6% 54,729 $14.2M
CCM Investment Advisers LLC 1.58% Reduce -4.8% 49,164 $14.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Reduce -1.1% 49,158 $14.2M
Dupont Capital Management Corp. 1.18% No change 49,080 $14.2M
Raymond James Trust N.A. 0.31% Add +4.8% 48,984 $14.1M
Bank of Nova Scotia 0.03% Reduce -54.1% 48,844 $14.1M
Daiwa Securities Group Inc. 0.07% Add +6.7% 48,558 $14.0M
UMB Bank, n.a. 0.22% Reduce -0.9% 47,979 $13.8M
Atria Investments, Inc 0.17% Add +5.4% 47,724 $13.8M
MML Investors Services, LLC 0.05% Add +37.4% 47,716 $13.8M
Camden National Bank 1.97% Reduce -3.3% 47,682 $13.8M
Nissay Asset Management Corp. /Japan 0.09% Reduce -2.0% 47,583 $13.7M
Kestra Advisory Services, LLC 0.08% Reduce -8.8% 47,423 $13.7M
Carnegie Investment Counsel 0.40% Add +26.7% 47,372 $13.7M
Benjamin Edwards Inc. 0.20% Add +1909.6% 47,305 $13.6M
Fogel Capital Management, Inc. 7.02% Add +0.4% 47,216 $13.6M
First Merchants Corp. 0.51% Reduce -1.0% 46,346 $13.4M
Railway Pension Investments Ltd 0.16% No change 46,300 $13.4M
Mutual of America Capital Management LLC 0.14% Reduce -9.7% 46,260 $13.3M
Estabrook Capital Management 1.99% Reduce -0.2% 46,116 $13.3M
State of Alaska, Department of Revenue 0.14% Reduce -5.8% 45,594 $13.1M
Wolverine Trading, LLC 0.34% Add +147.2% 45,030 $13.0M
United American Securities Inc. (d/b/a UAS Asset Management) 3.16% New 45,107 $13.0M
Meiji Yasuda Life Insurance Co 0.24% Add +113.9% 44,888 $12.9M
Hunter Perkins Capital Management, LLC 2.59% Reduce -0.2% 44,203 $12.8M
Pacer Advisors, Inc. 0.03% Add +13.1% 43,032 $12.4M
Diversified Trust Co. 0.31% Reduce -1.3% 42,732 $12.3M
Lockheed Martin Investment Management Co. 0.57% Reduce -21.4% 42,360 $12.2M
SlateStone Wealth, LLC 1.10% Add +45.8% 42,326 $12.2M
CSM Advisors, LLC 0.79% Reduce -3.8% 41,834 $12.1M
First Horizon Advisors, Inc. 0.33% Add +1.5% 41,789 $12.1M
Wealthfront Advisers LLC 0.04% Add +2.7% 41,497 $12.0M
McRae Capital Management Inc. 2.33% Add +17.6% 41,334 $11.9M
FourThought Financial Partners, LLC 1.41% Add +0.6% 41,152 $11.9M
Zevin Asset Management LLC 1.83% Reduce -0.9% 41,138 $11.9M
Beacon Pointe Advisors, LLC 0.13% Reduce -13.3% 40,451 $11.7M
Gotham Asset Management 0.12% Add +15.8% 40,100 $11.6M
Calamos Wealth Management LLC 0.60% Add +2.3% 39,756 $11.5M
Vanguard Personalized Indexing Management, LLC 0.18% Add +10.4% 39,724 $11.5M
Employees Retirement System of Texas 0.12% No change 39,604 $11.4M
Hamel Associates, Inc. 3.47% Reduce -1.3% 39,378 $11.4M
ExodusPoint Capital Management, LP 0.12% Add +143.6% 39,062 $11.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +3.0% 38,531 $11.2M
Mattern Capital Management, LLC 1.40% Reduce -1.0% 38,455 $11.1M
Orion Porfolio Solutions, LLC 0.11% Add +3.3% 38,394 $11.1M
Orion Portfolio Solutions, LLC 0.11% Add +3.3% 38,394 $11.1M
Independent Advisor Alliance 0.40% Add +5.3% 37,721 $10.9M
Ieq Capital, LLC 0.13% Add +6.4% 37,286 $10.8M
Rowlandmiller & Partners.adv 2.17% Reduce -0.4% 37,098 $10.7M
Shikiar Asset Management Inc. 3.07% Reduce -10.2% 36,876 $10.6M
Elo Mutual Pension Insurance Co 0.23% Add +7.0% 36,662 $10.6M
Chilton Investment Co. Inc. 0.27% Add +3766.2% 36,149 $10.4M
Transform Wealth, LLC 0.69% Add +1.7% 36,036 $10.4M
Tufton Capital Management 1.94% Reduce -2.3% 35,971 $10.4M
Tritonpoint Wealth, LLC 0.95% Add +4.7% 35,667 $10.4M
Crawford Investment Counsel Inc. 0.18% Reduce -7.8% 35,885 $10.3M
Keybank National Association 0.04% Reduce -1.4% 35,754 $10.3M
Ethic Inc. 0.26% Reduce -29.1% 39,080 $10.1M
Illinois Municipal Retirement Fund 0.14% Add +69.4% 35,013 $10.1M
Bright Rock Capital Management, LLC 2.03% No change 35,000 $10.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -13.9% 34,804 $10.0M
Duquesne Family Office 0.35% New 34,800 $10.0M
LGT Fund Management Co Ltd. 1.04% Add +23.4% 34,760 $10.0M
Allianz SE 0.27% Reduce -3.0% 34,460 $9.9M
Regency Capital Management Inc.\DE 5.37% Add +27.4% 33,876 $9.8M
Bender Robert & Associates 2.07% — 33,748 $9.7M
Weybosset Research & Management LLC 3.29% Add +11.0% 33,723 $9.7M
Man Group plc 0.03% Reduce -59.7% 33,709 $9.7M
Verdence Capital Advisors LLC 0.76% Add +0.4% 33,060 $9.5M
Woodmont Investment Counsel LLC 0.71% Add +3.5% 32,862 $9.5M
World Investment Advisors 0.29% Add +895.5% 32,183 $9.3M
Oregon Public Employees Retirement Fund 0.17% Reduce -7.9% 32,138 $9.3M
Gulf International Bank (UK) Ltd 0.24% Reduce -21.0% 32,027 $9.2M
Federation des caisses Desjardins du Quebec 0.05% Add +81.4% 31,726 $9.1M
Great Valley Advisor Group, Inc. 0.22% Add +1.4% 31,600 $9.1M
HB Wealth Management, LLC 0.10% Add +4.7% 31,556 $9.1M
Granite Investment Partners, LLC 0.39% New 31,399 $9.1M
Fiduciary Trust Co 0.12% Add +2.8% 30,951 $8.9M
Nicholas Company, Inc. 0.14% Reduce -3.6% 30,720 $8.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.60% Add +1.2% 30,588 $8.8M
Kestra Private Wealth Services, LLC 0.16% Reduce -1.9% 30,504 $8.8M
Synovus Financial Corp. 0.10% Add +1.0% 30,503 $8.8M
ABN AMRO Bank N.V. 0.12% Add +0.6% 30,647 $8.8M
Quantinno Capital Management LP 0.11% Add +45.9% 29,994 $8.7M
L & S Advisors Inc 1.01% New 29,899 $8.6M
Evergreen Capital Management LLC 0.29% Add +1.0% 29,695 $8.6M
Evexia Wealth LLC 3.02% Add +10.7% 30,767 $8.5M
Core Alternative Capital 1.65% Reduce -9.0% 29,517 $8.5M
Meiji Yasuda Asset Management Co Ltd. 0.32% Reduce -0.5% 29,120 $8.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.9% 29,012 $8.4M
Hi-Line Capital Management, LLC 4.09% Reduce -18.3% 28,818 $8.3M
iA Global Asset Management Inc. 0.14% Add +343.8% 27,903 $8.0M
Harrell Investment Partners, LLC 2.27% Reduce -1.7% 27,802 $8.0M
Alaska Permanent Fund Corp 0.12% No change 27,751 $8.0M
Andra AP-fonden 0.12% Reduce -5.1% 27,700 $8.0M
Y-Intercept (Hong Kong) Ltd 0.49% Add +104.7% 27,627 $8.0M
Woodstock Corp. 0.76% Reduce -0.9% 27,563 $7.9M
Northwest & Ethical Investments L.P. 0.21% Reduce -11.0% 27,028 $7.8M
Centiva Capital, LP 0.35% Add +309.4% 26,773 $7.7M
Kentucky Retirement Systems 0.22% Reduce -14.5% 26,170 $7.5M
Kesler, Norman & Wride, LLC 1.47% Reduce -4.8% 25,946 $7.5M
Stokes Capital Advisors, LLC 1.92% Reduce -1.1% 25,923 $7.5M
Tudor Investment Corporation 0.08% Add +629.0% 25,653 $7.4M
Verition Fund Management LLC 0.06% Reduce -1.8% 25,646 $7.4M
Janney Capital Management LLC 0.50% Reduce -1.6% 25,498 $7.4M
Horiko Capital Management LLC 2.09% Add +93.2% 25,044 $7.2M
Daymark Wealth Partners, LLC 0.31% Add +1.9% 25,056 $7.2M
Channing Capital Management, LLC 0.18% Reduce -11.3% 25,009 $7.2M
American Assets Investment Management, LLC 0.63% No change 25,000 $7.2M
Lowe Brockenbrough & Co. Inc. 0.46% Reduce -23.2% 24,910 $7.2M
Lido Advisors, LLC 0.05% Reduce -1.2% 24,906 $7.2M
Dana Investment Advisors, Inc. 0.24% Reduce -1.3% 24,732 $7.1M
River Wealth Advisors LLC 0.95% Add +6.9% 24,642 $7.1M
Graypoint LLC 0.45% Add +0.7% 24,431 $7.0M
Mizuho Securities USA LLC 0.15% Reduce -22.2% 24,359 $7.0M
Van Cleef Asset Management,Inc 0.77% Add +0.3% 24,058 $6.9M
Jump Financial, LLC 0.14% Add +829.5% 23,908 $6.9M
Bridgewater Associates 0.04% Reduce -74.5% 23,845 $6.9M
Hartford Investment Management Co. 0.23% Reduce -8.6% 23,827 $6.9M
Advocate Group LLC 1.24% Add +4.3% 23,714 $6.8M
Two Sigma Investments, LP 0.02% New 23,661 $6.8M
Siemens Fonds Invest GmbH 0.54% Add +0.5% 23,640 $6.8M
Bessemer Group Inc. 0.01% Reduce -6.6% 23,401 $6.7M
Financial Strategies Group, Inc. 1.57% New 23,183 $6.7M
Tower Research Capital LLC (TRC) 0.18% Reduce -4.4% 23,137 $6.7M
Kintegral Advisory, LLC 0.61% Reduce -1.3% 22,890 $6.6M
DRW Securities, LLC 0.36% Add +743.6% 22,928 $6.6M
Benedict Financial Advisors Inc. 1.56% Reduce -0.3% 22,842 $6.6M
CI Investments Inc. 0.02% Reduce -1.1% 22,583 $6.5M
Swiss Life Asset Management Ltd 0.07% Add +18.1% 22,588 $6.5M
XXEC, Inc. 4.91% Add +23.0% 22,551 $6.5M
Venture Visionary Partners LLC 0.29% Add +4.9% 22,481 $6.5M
Brady Family Wealth, LLC 1.94% Reduce -1.2% 22,401 $6.5M
Aster Capital Management (DIFC) Ltd 1.40% — 22,372 $6.5M
Crossmark Global Holdings, Inc. 0.11% Reduce -7.3% 22,028 $6.4M
Mizuho Markets Americas LLC 0.16% Reduce -11.6% 21,993 $6.3M
Douglas Lane & Associates, LLC 0.09% Reduce -10.8% 21,966 $6.3M
Stonegate Investment Group, LLC 0.17% Reduce -1.0% 21,768 $6.3M
Oppenheimer & Co. Inc. 0.10% Reduce -18.2% 21,756 $6.3M
Banco Santander, S.A. 0.07% Reduce -0.7% 21,546 $6.2M
Selway Asset Management 2.42% Add +0.6% 21,422 $6.2M
Sequoia Financial Advisors, LLC 0.07% Add +204.7% 21,347 $6.2M
Farmers Trust Co. 1.14% Reduce -3.5% 21,266 $6.1M
Bar Harbor Wealth Management 0.39% Reduce -1.3% 21,256 $6.1M
Louisiana State Employees Retirement System 0.11% Reduce -8.3% 21,100 $6.1M
Achmea Investment Management B.V. 0.10% Add +6.8% 20,920 $6.0M
Cornerstone Advisors, LLC 0.24% Add +5.0% 20,900 $6.0M
Lanark Financial, Inc. 0.50% Add +0.5% 20,788 $6.0M
Securian Asset Management, Inc. 0.17% Reduce -11.0% 20,776 $6.0M
Leuthold Group, LLC 0.66% Add +78.3% 20,672 $6.0M
Trust Co. of Vermont 0.30% Add +0.9% 20,559 $5.9M
Vontobel Holding Ltd. 0.02% Add +2.7% 20,360 $5.9M
Berger Financial Group, Inc 0.42% Reduce -1.2% 20,251 $5.8M
Cullen Investment Group, LTD. 0.87% Reduce -32.5% 20,128 $5.8M
S&co Inc. 0.38% No change 20,054 $5.8M
Demars Financial Group, LLC 2.62% Add +1.9% 19,956 $5.8M
Alps Advisors Inc. 0.04% Reduce -12.5% 19,888 $5.7M
New Mexico Educational Retirement Board 0.19% Reduce -3.4% 19,837 $5.7M
Capital Group Investment Management Pte. LTD. 1.14% Add +5.2% 19,707 $5.7M
Northwest Bancshares, Inc. 0.97% Reduce -16.6% 19,678 $5.7M
Middleton & Co. Inc. 0.62% Reduce -2.1% 19,529 $5.6M
Princeton Global Asset Management LLC 1.09% Add +1.3% 19,505 $5.6M
Scissortail Wealth Management, LLC 1.36% Reduce -98.0% 392 $5.6M
Horizon Investment Services, LLC 2.36% Add +2.4% 19,119 $5.5M
Virginia Wealth Management Group, Inc. 3.45% Add +18.9% 19,097 $5.5M
Groupama Asset Managment 0.14% Add +221.5% 47,111 $5.5M
Apollon Wealth Management, LLC 0.15% Reduce -0.4% 18,940 $5.5M
ING Groep NV 0.03% Reduce -62.3% 18,934 $5.5M
Cyndeo Wealth Partners, LLC 0.38% Reduce -39.9% 18,898 $5.5M
Perkins Coie Trust Co 1.19% Add +1.3% 18,628 $5.4M
First Trust Direct Indexing L.P. 0.29% Add +13.8% 18,552 $5.4M
GoodHaven Capital Management, LLC 1.80% Add +47.8% 18,550 $5.3M
Greenleaf Trust 0.05% Add +1.3% 18,517 $5.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +8.4% 18,486 $5.3M
Cincinnati Specialty Underwriters Insurance CO 1.56% No change 18,426 $5.3M
Radnor Capital Management, LLC 0.78% Add +14.2% 18,158 $5.2M
Trajan Wealth LLC 0.31% Add +2.7% 18,132 $5.2M
Wesbanco Bank Inc. 0.18% Reduce -1.5% 18,038 $5.2M
Concorde Financial Corp 3.03% Add +1.5% 17,789 $5.1M
Advisory Services Network, LLC 0.11% No change 20,156 $5.1M
Manning & Napier Advisors LLC 0.06% New 17,626 $5.1M
Whittier Trust Co. 0.07% Add +1.1% 17,590 $5.1M
Westbourne Investment Advisors, Inc. 1.77% Add +1.7% 17,588 $5.1M
Metis Global Partners, LLC 0.16% Reduce -6.0% 17,383 $5.0M
Rwa Wealth Partners, LLC 0.06% Add +19.5% 17,314 $5.0M
NovaPoint Capital, LLC 1.55% Add +2.3% 17,291 $5.0M
Focus Partners Wealth 0.02% Reduce -35.0% 16,946 $4.9M
Dakota Wealth Management 0.11% Reduce -0.1% 16,925 $4.9M
Liberty Capital Management, Inc. 1.07% Reduce -0.3% 16,729 $4.8M
Wilmington Savings Fund Society, FSB 0.09% New 16,660 $4.8M
U.S. Capital Wealth Advisors, LLC 0.17% Add +14.5% 16,636 $4.8M
Ipswich Investment Management Co., Inc. 1.11% Add +0.1% 16,602 $4.8M
Savant Capital, LLC 0.04% Add +9.9% 16,588 $4.8M
Concurrent Investment Advisors, LLC 0.14% Reduce -1.7% 16,578 $4.8M
Private Advisor Group, LLC 0.03% Add +28.7% 16,547 $4.8M
NEOS Investment Management LLC 0.14% Add +24.6% 16,428 $4.7M
Citizens National Bank Trust Department 0.99% Add +0.2% 16,370 $4.7M
Boit C F David 2.33% Add +5.2% 16,165 $4.7M
KCM Investment Advisors LLC 0.16% Add +18.4% 16,328 $4.7M
Park Avenue Securities LLC 0.05% Add +3.6% 16,265 $4.7M
Rock Point Advisors, LLC 1.28% Reduce -2.8% 16,221 $4.7M
Intech Investment Management LLC 0.05% Add +24.3% 16,178 $4.7M
Comprehensive Financial Consultants Institutional, Inc. 1.70% Add +1.2% 16,174 $4.7M
United Capital Financial Advisors, LLC 0.04% Reduce -4.0% 16,104 $4.6M
Plimoth Trust Co. LLC 1.17% Reduce -2.2% 16,034 $4.6M
CHICAGO TRUST Co NA 0.83% Add +3.4% 16,014 $4.6M
Romano Brothers and Company 0.57% Add +9.7% 15,934 $4.6M
Beacon Bank & Trust 1.08% Reduce -2.9% 15,921 $4.6M
Highland Capital Management, LLC 0.26% Reduce -4.8% 15,898 $4.6M
Legacy Wealth Management, LLC / MS 1.68% No change 15,828 $4.6M
Coastline Trust Co 0.54% Reduce -0.3% 15,827 $4.6M
Norinchukin Bank, The 0.11% Add +9.1% 15,676 $4.5M
Corbyn Investment Management Inc. 1.99% Reduce -4.3% 15,638 $4.5M
Summit Financial, LLC 0.18% Add +10.7% 15,509 $4.5M
Compass Wealth Management LLC 1.05% Add +34.9% 15,518 $4.5M
Cwm, LLC 0.02% Add +14.5% 15,375 $4.4M
Brown Brothers Harriman & Co. 0.03% Reduce -70.6% 15,222 $4.4M
Simplex Trading, LLC 0.15% New 15,142 $4.4M
Cincinnati Indemnity Co. 10.65% No change 15,047 $4.3M
DAVENPORT & Co LLC 0.03% Reduce -13.1% 14,965 $4.3M
Prospera Financial Services Inc 0.11% Add +14.1% 14,937 $4.3M
Ar Asset Management Inc. 0.97% No change 14,906 $4.3M
SPC Financial, Inc. 0.38% Reduce -8.9% 14,864 $4.3M
Thomasville National Bank 0.31% Add +0.2% 14,646 $4.2M
Berry Wealth Group, LP 3.02% Reduce -23.4% 14,612 $4.2M
Vinva Investment Management Ltd 0.18% Reduce -4.3% 14,548 $4.2M
Vident Advisory, LLC 0.11% Add +8.0% 14,543 $4.2M
Community Bank, N.A. 0.53% Add +0.1% 14,453 $4.2M
Financial Advisory Partners, LLC 1.38% Reduce -3.0% 14,414 $4.2M
Catalyst Funds Management Pty Ltd 0.91% Add +14300.0% 14,400 $4.2M
First National Bank of Omaha 0.26% Reduce -22.2% 14,301 $4.1M
Weil Company, Inc. 1.35% Add +0.0% 14,267 $4.1M
New Hampshire Trust 0.88% Reduce -1.0% 14,189 $4.1M
Somerset Trust Co 1.52% Reduce -1.1% 14,095 $4.1M
New Vernon Investment Management LLC 4.37% No change 14,071 $4.1M
Ossiam 0.08% Reduce -18.2% 13,945 $4.0M
Central Bank & Trust Co. 0.55% Reduce -16.5% 13,907 $4.0M
Johnson Investment Counsel Inc. 0.04% Reduce -1.9% 13,907 $4.0M
South Dakota Investment Council 0.08% No change 13,714 $4.0M
Heritage Wealth Management, Inc. 1.30% Reduce -1.8% 13,701 $4.0M
Praxis Investment Management Inc. 0.25% No change 13,700 $4.0M
Investment Research & Advisory Group, Inc. 1.66% Add +0.5% 13,599 $3.9M
Wedbush Securities Inc. 0.15% Add +95.6% 13,568 $3.9M
Nicollet Investment Management, Inc. 1.35% Add +0.7% 13,534 $3.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -0.2% 13,488 $3.9M
Unison Advisors LLC 0.47% Add +0.3% 13,459 $3.9M
Marble Harbor Investment Counsel, LLC 0.42% Add +0.1% 13,446 $3.9M
Twin Capital Management Inc. 0.44% Reduce -1.1% 13,438 $3.9M
Delta Capital Management LLC 2.26% No change 13,437 $3.9M
Alphinity Investment Management Pty Ltd 0.02% Add +114.2% 13,418 $3.9M
Van Eck Associates Corp. 0.00% Add +2.8% 13,010 $3.8M
Choreo, LLC 0.06% Add +5.6% 13,043 $3.8M
Citizens Financial Group Inc. 0.08% Add +38.8% 13,105 $3.8M
Clearstead Advisors, LLC 0.06% Add +6.8% 12,945 $3.7M
Bristlecone Advisors, LLC 0.30% Reduce -0.6% 12,934 $3.7M
Pinnacle Associates Ltd. 0.06% Add +8.4% 16,461 $3.7M
Hanson & Doremus Investment Management 0.59% Add +4.4% 12,900 $3.7M
Fisher Asset Management 0.00% Reduce -16.0% 12,839 $3.7M
Investment Management Corp of Ontario 0.08% Add +43.7% 12,829 $3.7M
Level Four Advisory Services, LLC 0.16% Reduce -2.9% 13,083 $3.7M
Brown Miller Wealth Management, LLC 1.43% Add +1.1% 12,800 $3.7M
Lighthouse Investment Partners, LLC 0.20% New 12,702 $3.7M
Brendel Financial Advisors LLC 2.06% Reduce -0.5% 12,587 $3.6M
Patten Group, Inc. 0.80% Reduce -2.4% 12,513 $3.6M
First National Advisers, LLC 0.57% Reduce -10.4% 12,457 $3.6M
Texas Yale Capital Corp. 0.15% Add +1.9% 12,327 $3.6M
Jackson Square Capital, LLC 0.88% Reduce -0.0% 12,310 $3.6M
Vista Investment Partners LLC 1.13% Add +1.0% 12,231 $3.5M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.41% Reduce -92.4% 12,143 $3.5M
Hamilton Capital Partners Inc. 0.30% Add +10.5% 12,043 $3.5M
Empowered Funds, LLC 0.05% Add +25.5% 12,033 $3.5M
Banque Cantonale Vaudoise 0.14% Add +29.5% 11,923 $3.4M
Nations Financial Group Inc, /Ia/ 0.25% Add +11.3% 11,880 $3.4M
Moors & Cabot, Inc. 0.17% Add +7.7% 11,825 $3.4M
LVW Advisors, LLC 0.43% Add +0.3% 11,754 $3.4M
Northcape Wealth Management, LLC 1.11% Reduce -7.7% 11,731 $3.4M
Park National Corp. 0.12% Reduce -0.9% 11,677 $3.4M
First National Trust Co 0.13% Reduce -1.6% 11,565 $3.3M
Stonebrook Private Inc. 0.88% Reduce -28.4% 11,559 $3.3M
LMG Wealth Partners, LLC 0.76% Add +9.4% 11,505 $3.3M
Gabelli Funds LLC 0.02% Add +14.0% 11,405 $3.3M
Slow Capital, Inc. 0.50% Add +0.3% 11,340 $3.3M
Occidental Asset Management, LLC 0.53% Add +5.8% 11,342 $3.3M
Principal Securities, Inc. 0.08% Add +2.0% 11,274 $3.3M
Prio Wealth Limited Partnership 0.10% Reduce -0.9% 11,246 $3.2M
Caprock Group, LLC 0.12% Reduce -2.1% 11,188 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -15.1% 11,122 $3.2M
Scotia Capital Inc. 0.02% Add +93.6% 11,086 $3.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.64% Add +22.2% 11,000 $3.2M
Argonautica Private Wealth Management, Inc. 1.04% Add +579.7% 10,828 $3.1M
Gladstone Institutional Advisory LLC 0.15% Add +336.9% 10,805 $3.1M
Accurate Wealth Management, LLC 0.62% Reduce -0.2% 10,808 $3.1M
Tiaa Trust, National Association 0.01% Add +0.5% 10,731 $3.1M
Mattern Wealth Management LLC 0.68% Reduce -0.8% 10,691 $3.1M
Cary Street Partners Investment Advisory LLC 0.11% Reduce -1.6% 10,645 $3.1M
Legacy Private Trust Co. 0.21% Reduce -1.6% 10,635 $3.1M
Confluence Wealth Services, Inc. 0.22% Reduce -19.6% 10,610 $3.1M
Pictet North America Advisors SA 0.30% Add +3.2% 10,588 $3.1M
IFG Advisory, LLC 0.19% Add +3.9% 10,554 $3.0M
Citadel Advisors 0.00% Reduce -39.6% 10,548 $3.0M
HMS Capital Management, LLC 1.48% Reduce -0.8% 10,475 $3.0M
Main Street Financial Solutions, LLC 0.28% Reduce -4.9% 10,471 $3.0M
Cohen Investment Advisors LLC 1.84% New 10,455 $3.0M
Geneos Wealth Management Inc. 0.11% Add +0.7% 10,442 $3.0M
apricus wealth, LLC 1.98% Add +1.6% 10,404 $3.0M
Greenwood Capital Associates LLC 0.39% New 10,395 $3.0M
Capital Fund Management S.A. 0.03% New 10,376 $3.0M
Moneta Group Investment Advisors LLC 0.04% Add +2.4% 10,281 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Add +19.4% 10,260 $3.0M
Marshall Wace, LLP 0.00% New 10,257 $3.0M
Portland Global Advisors LLC 0.37% Add +6.8% 10,211 $2.9M
Whittier Trust Co. of Nevada Inc. 0.08% Add +56.5% 10,182 $2.9M
MV Capital Management, Inc. 0.31% Reduce -20.3% 10,154 $2.9M
Private Trust Co. NA 0.29% Reduce -4.4% 10,107 $2.9M
CFS Investment Advisory Services, LLC 0.24% Reduce -1.0% 10,097 $2.9M
West Michigan Advisors, LLC 0.88% Add +1.5% 10,062 $2.9M
Griffin Asset Management, Inc. 0.32% Add +0.0% 10,063 $2.9M
Marathon Capital Management 0.71% Add +2.8% 10,055 $2.9M
Moody LYNN Lieberson & Walker, LLC 0.18% Add +519.4% 10,034 $2.9M
Nkcfo LLC 1.37% Add +3.4% 9,975 $2.9M
Nelson Capital Management, LLC 0.48% Add +1.1% 9,950 $2.9M
Allworth Financial LP 0.02% Add +9.0% 9,923 $2.9M
Maxwell Wealth Strategies Inc. 1.21% Reduce -2.2% 10,304 $2.9M
Stephens Inc. 0.04% Add +2.7% 9,876 $2.8M
Naples Money Management LLC 2.40% Reduce -2.8% 9,814 $2.8M
KKM Financial LLC 1.40% Add +6.7% 9,780 $2.8M
Davidson Capital Management Inc. 0.81% New 9,706 $2.8M
Lantz Financial LLC 0.76% Reduce -0.3% 9,704 $2.8M
Ameritas Investment Partners, Inc. 0.09% Reduce -5.8% 9,687 $2.8M
Haverford Trust Co 0.03% Add +4.6% 9,613 $2.8M
Thoroughbred Financial Services, LLC 0.18% Add +10.6% 9,578 $2.8M
J.W. Cole Advisors, Inc. 0.12% Add +18.9% 9,573 $2.8M
Wealth Advisory Solutions, LLC 0.76% New 9,539 $2.8M
Peterson Wealth Services 0.88% Add +6.5% 9,535 $2.7M
Mission Wealth Management, LP 0.07% Add +2.1% 9,492 $2.7M
Wright Investors Service Inc. 0.71% Reduce -0.5% 9,396 $2.7M
Round Rock Advisors LLC 0.63% Reduce -0.3% 9,387 $2.7M
Phoenix Wealth Advisors 1.26% Reduce -16.8% 9,379 $2.7M
Nilsine Partners, LLC 0.35% Reduce -2.0% 9,342 $2.7M
Laurion Capital Management LP 0.18% Add +424.6% 9,327 $2.7M
Townsquare Capital LLC 0.03% Add +37.1% 9,274 $2.7M
Dynamic Advisor Solutions LLC 0.08% Reduce -5.8% 9,251 $2.7M
Walleye Capital LLC 0.03% Reduce -72.6% 9,240 $2.7M
Fort Washington Investment Advisors Inc. 0.02% Add +16.5% 9,226 $2.7M
New Potomac Partners, LLC 1.36% Reduce -3.2% 9,200 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -14.7% 9,199 $2.7M
Smith Salley Wealth Management 0.17% Add +2.1% 9,157 $2.6M
Cohen Klingenstein LLC 0.09% No change 9,120 $2.6M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -7.6% 9,055 $2.6M
Letson Investment Management, Inc. 1.03% Add +155.8% 9,064 $2.6M
NJ State Employees Deferred Compensation Plan 0.31% No change 9,028 $2.6M
Platform Technology Partners 0.82% Reduce -0.5% 9,018 $2.6M
Quinn Opportunity Partners LLC 0.26% Add +125.0% 9,000 $2.6M
Integrated Wealth Concepts LLC 0.03% Add +5.2% 8,916 $2.6M
Meeder Advisory Services, Inc. 0.17% Reduce -1.7% 8,851 $2.6M
Bleakley Financial Group, LLC 0.08% Add +4.7% 8,819 $2.5M
HighPoint Advisor Group LLC 0.15% Reduce -1.7% 8,818 $2.5M
Exencial Wealth Advisors, LLC 0.09% Reduce -4.2% 8,790 $2.5M
Prudential PLC 0.01% Reduce -66.2% 8,751 $2.5M
Argent Trust Co 0.10% Add +4.0% 8,730 $2.5M
Kingswood Wealth Advisors, LLC 0.18% Add +54.0% 8,729 $2.5M
GAMCO Investors 0.03% Add +32.0% 8,723 $2.5M
Avitas Wealth Management LLC 0.35% Add +1.5% 8,721 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -8.8% 8,692 $2.5M
Schechter Investment Advisors, LLC 0.18% Reduce -8.3% 8,669 $2.5M
NewEdge Wealth, LLC 0.04% Add +19.9% 8,632 $2.5M
Meridian Investment Counsel Inc. 0.75% No change 8,603 $2.5M
Douglass Winthrop Advisors, LLC 0.05% No change 8,575 $2.5M
HM Payson & Co. 0.04% Add +6.9% 8,553 $2.5M
SpiderRock Advisors, LLC 0.05% Reduce -6.2% 8,532 $2.5M
Ballentine Partners, LLC 0.04% Reduce -1.0% 8,456 $2.4M
XTX Topco Ltd 0.18% Reduce -35.2% 8,446 $2.4M
Pinnacle Financial Partners Inc 0.05% Add +1.0% 8,382 $2.4M
Bowman & Co S.C. 1.25% Reduce -16.1% 8,235 $2.4M
NBT Bank, N.A. 0.16% Reduce -10.5% 8,226 $2.4M
McDonald Partners LLC 0.59% Add +29.5% 8,193 $2.4M
Oakview Capital Management, L.P. 10.89% Reduce -12.0% 8,173 $2.4M
Argyle Capital Management, LLC 0.94% Reduce -9.2% 8,165 $2.4M
Epoch Investment Partners, Inc. 0.01% Reduce -1.3% 8,146 $2.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +9.9% 7,987 $2.3M
Roundview Capital LLC 0.17% Add +32.8% 8,134 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 8,056 $2.3M
Mgo One Seven LLC 0.10% Reduce -2.8% 8,048 $2.3M
Inscription Capital, LLC 0.35% Add +7.0% 8,040 $2.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.89% Reduce -1.0% 8,019 $2.3M
Claro Advisors Inc. 0.30% Add +9.8% 7,945 $2.3M
Alaethes Wealth, LLC 0.84% Add +0.4% 7,917 $2.3M
Advisors Asset Management, Inc. 0.04% Reduce -10.8% 7,940 $2.3M
Alpha DNA Investment Management LLC 1.25% Reduce -2.6% 7,907 $2.3M
Naples Global Advisors, LLC 0.21% Reduce -0.9% 7,851 $2.3M
First Hawaiian Bank 0.07% Reduce -17.4% 7,875 $2.3M
First Trust Investment Solutions L.P. 0.26% Add +0.2% 7,873 $2.3M
Davidson Trust Co. 1.17% Add +24.5% 7,865 $2.3M
A. D. Beadell Investment Counsel, Inc. 1.80% Reduce -5.0% 7,825 $2.3M
Stratos Wealth Partners, LTD. 0.03% Add +43.1% 7,812 $2.3M
Vestcor Inc 0.07% No change 7,779 $2.2M
Security National Bank 0.30% Add +5.2% 7,746 $2.2M
Burney Co./ 0.08% Add +0.7% 7,741 $2.2M
Perpetual Ltd 0.02% Reduce -0.3% 7,692 $2.2M
Criterion Capital Advisors, LLC 1.39% No change 8,683 $2.2M
American Trust 0.18% Reduce -12.4% 7,669 $2.2M
Dividend Assets Capital, LLC 0.42% Reduce -3.8% 7,661 $2.2M
Bowen Hanes & Co. Inc. 0.06% Add +1.9% 7,637 $2.2M
Lederer & Associates Investment Counsel 1.55% Reduce -1.3% 7,631 $2.2M
Central Valley Advisors, LLC 1.24% Add +3.9% 7,620 $2.2M
JT Stratford LLC 0.38% Reduce -0.2% 7,587 $2.2M
Faithward Advisors, LLC 0.38% Reduce -4.1% 7,564 $2.2M
Virtu Financial LLC 0.12% Reduce -45.1% 7,554 $2.2M
Neville Rodie & Shaw Inc. 0.16% Reduce -5.2% 7,489 $2.2M
Parkside Financial Bank & Trust 0.30% Reduce -0.9% 7,450 $2.1M
Perigon Wealth Management, LLC 0.06% Add +58.9% 7,436 $2.1M
Delta Financial Advisors LLC 0.77% Add +15.8% 7,370 $2.1M
Herold Advisors, Inc. 0.46% No change 7,367 $2.1M
Cordgrass Capital Advisors, LLC 0.61% Reduce -2.8% 7,348 $2.1M
Altman Advisors, Inc. 0.94% New 7,324 $2.1M
Nomura Holdings Inc. 0.02% Reduce -84.4% 7,293 $2.1M
EP Wealth Advisors, LLC 0.02% Add +14.0% 7,228 $2.1M
Fulton Bank, N.A. 0.08% Reduce -0.6% 7,209 $2.1M
TFG Advisers LLC 0.75% Add +2.3% 7,204 $2.1M
Aries Wealth Management 0.57% Reduce -0.4% 7,188 $2.1M
Cox Capital Mgt LLC 1.23% Reduce -54.5% 7,149 $2.1M
King Luther Capital Management Corp. 0.01% Add +2.3% 7,139 $2.1M
Ritholtz Wealth Management 0.06% Reduce -5.5% 7,129 $2.1M
D. E. Shaw & Co. 0.00% Reduce -3.0% 7,115 $2.1M
Fifth Third Wealth Advisors LLC 0.13% Add +12.7% 7,104 $2.0M
Baxter Bros Inc. 0.27% Add +255.3% 7,071 $2.0M
Ostrum Asset Management 0.17% Reduce -18.6% 7,049 $2.0M
Johnson Financial Group, Inc. 0.09% Add +549.1% 7,004 $2.0M
Monarch Capital Management Inc. 0.54% No change 6,954 $2.0M
Lester Murray Antman dba SimplyRich 0.56% Reduce -1.5% 6,956 $2.0M
Ascentis Independent Advisors 0.31% Add +35.3% 6,926 $2.0M
Lincoln Capital LLC 0.42% Reduce -3.1% 6,929 $2.0M
Family Legacy, Inc. 0.66% Reduce -0.4% 6,913 $2.0M
Concord Asset Management, LLC 0.45% Add +45.1% 6,906 $2.0M
Pine Valley Investments Ltd Liability Co 0.14% Add +0.1% 6,852 $2.0M
BKM Wealth Management, LLC 0.81% Add +6.0% 6,870 $2.0M
Schonfeld Strategic Advisors LLC 0.02% Reduce -86.5% 6,870 $2.0M
Plato Investment Management Ltd 0.16% New 6,849 $2.0M
Banque Pictet & Cie SA 0.02% Add +108.2% 6,830 $2.0M
Schear Investment Advisers, LLC 1.22% Add +16.8% 6,816 $2.0M
TD Private Client Wealth LLC 0.06% Add +11.3% 6,802 $2.0M
Clear Harbor Asset Management, LLC 0.16% Add +0.9% 6,783 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.91% Add +0.1% 6,776 $2.0M
Argent Financial Group, Inc. 0.23% — 6,762 $2.0M
Gilliland Jeter Wealth Management LLC 0.63% Add +2.8% 6,739 $1.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.20% New 6,700 $1.9M
Concord Wealth Partners 0.32% Add +36.2% 6,676 $1.9M
NFSG Corp 0.67% Add +140.2% 6,664 $1.9M
J. W. Coons Advisors, LLC 0.36% No change 6,658 $1.9M
Qtron Investments LLC 0.26% Reduce -8.6% 6,643 $1.9M
Guyasuta Investment Advisors Inc. 0.12% Reduce -4.2% 6,631 $1.9M
Westwood Holdings Group Inc. 0.01% Add +2.7% 6,612 $1.9M
Snowden Capital Advisors LLC 0.06% Reduce -6.1% 6,564 $1.9M
Mather Group, Llc. 0.02% Add +0.8% 6,571 $1.9M
Cordatus Wealth Management LLC 0.68% Add +1.0% 6,530 $1.9M
Global Retirement Partners, LLC 0.06% Reduce -4.0% 6,523 $1.9M
Valmark Advisers, Inc. 0.03% Add +11.9% 6,500 $1.9M
Coldstream Capital Management Inc. 0.04% Add +20.9% 6,497 $1.9M
Quadcap Wealth Management, LLC 0.29% Reduce -1.8% 6,463 $1.9M
Thompson Davis & Co., Inc. 1.36% Add +4.1% 6,375 $1.8M
FWL Investment Management, LLC 0.70% Add +3169.2% 6,375 $1.8M
Summit Trail Advisors, LLC 0.05% Add +35.3% 6,326 $1.8M
Trail Ridge Investment Advisors, LLC 0.86% No change 6,133 $1.8M
Cunning Capital Partners, LP 0.94% No change 6,265 $1.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.50% Add +6.2% 6,261 $1.8M
Left Brain Wealth Management, LLC 0.84% Add +1.9% 6,259 $1.8M
Procyon Advisors, LLC 0.12% Add +1.2% 6,202 $1.8M
Horizon Investments, LLC 0.05% Reduce -7.7% 6,202 $1.8M
Profund Advisors LLC 0.07% Add +5.0% 6,200 $1.8M
Sumitomo Life Insurance Co. 0.03% Add +2.5% 6,164 $1.8M
Merit Financial Group, LLC 0.04% Reduce -19.1% 6,148 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Add +25.4% 6,147 $1.8M
Resources Management Corp. /CT/ 0.24% Reduce -0.9% 6,066 $1.7M
Kingsview Wealth Management, LLC 0.04% Add +12.8% 6,043 $1.7M
Legacy Capital Wealth Partners, LLC 0.35% Add +88.5% 6,005 $1.7M
Parallel Advisors, LLC 0.04% Add +5.7% 5,952 $1.7M
Chase Investment Counsel Corp. 0.57% Reduce -7.3% 5,930 $1.7M
Walter & Keenan Wealth Management LLC /in/ 0.52% New 5,913 $1.7M
Transatlantique Private Wealth LLC 0.65% Reduce -3.6% 5,892 $1.7M
GTS Securities LLC 0.03% Reduce -25.7% 5,880 $1.7M
Signaturefd, LLC 0.03% Add +1.7% 5,855 $1.7M
DB Fitzpatrick & Co, Inc 1.48% Reduce -1.9% 5,834 $1.7M
Arjuna Capital 0.43% Add +0.5% 5,806 $1.7M
DoubleLine ETF Adviser LP 0.41% Reduce -13.0% 5,801 $1.7M
Shayne & Jacobs, LLC 0.42% No change 5,793 $1.7M
Jacobi Capital Management LLC 0.12% Reduce -1.4% 5,729 $1.7M
Tyler-Stone Wealth Management 0.31% Add +100.0% 5,724 $1.7M
Alkeme Wealth, LLC 0.73% Reduce -0.4% 5,718 $1.6M
Chicago Capital, LLC 0.05% Add +2.7% 5,697 $1.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.25% Add +5.1% 5,675 $1.6M
Wealth Quarterback LLC 0.85% Reduce -11.9% 5,648 $1.6M
Crestline Management, L.P. 0.09% New 5,629 $1.6M
Sigma Planning Corp 0.05% Add +1.5% 5,575 $1.6M
GS Investments, Inc. 0.71% No change 5,565 $1.6M
Canandaigua National Bank & Trust Co. 0.15% Reduce -9.6% 5,558 $1.6M
Wealthcare Advisory Partners LLC 0.05% Add +2.5% 5,539 $1.6M
Trust Co. of Oklahoma 0.52% Reduce -3.4% 5,535 $1.6M
Insigneo Advisory Services, LLC 0.16% Reduce -7.2% 5,533 $1.6M
Pitcairn Co. 0.09% Reduce -6.8% 5,458 $1.6M
Paladin Advisory Group, LLC 1.16% No change 5,431 $1.6M
PFS Partners, LLC 0.88% Add +28.3% 5,306 $1.5M
Galibier Capital Management Ltd. 0.35% No change 5,297 $1.5M
BTG Pactual Asset Management US LLC 0.22% New 5,259 $1.5M
Journey Advisory Group, LLC 0.18% No change 5,884 $1.5M
Commerzbank Aktiengesellschaft 0.04% Add +95.6% 5,201 $1.5M
Baldwin Investment Management, LLC 0.19% Reduce -4.4% 5,201 $1.5M
Delphi Management Inc. 1.36% Reduce -24.6% 5,190 $1.5M
Waverly Advisors, LLC 0.03% Reduce -3.1% 5,188 $1.5M
Magnolia Capital Advisors LLC 0.75% Reduce -4.5% 5,168 $1.5M
Monte Financial Group, LLC 0.62% Reduce -0.1% 5,158 $1.5M
Shorepoint Capital Partners LLC 0.34% Reduce -9.0% 5,156 $1.5M
Valeo Financial Advisors, LLC 0.04% Reduce -2.3% 5,137 $1.5M
Field & Main Bank 0.53% Add +1.4% 5,123 $1.5M
Smartleaf Asset Management LLC 0.18% Add +22.6% 5,101 $1.5M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.62% Reduce -3.1% 5,087 $1.5M
Sierra Summit Advisors LLC 0.34% Add +19.7% 5,087 $1.5M
IHT Wealth Management, LLC 0.04% Add +23.3% 5,074 $1.5M
Creative Financial Designs Inc. 0.12% Reduce -2.6% 5,065 $1.5M
Summitry LLC 0.07% Add +3.1% 5,060 $1.5M
Wedmont Private Capital 0.08% Add +2.7% 5,258 $1.5M
Legacy Wealth Asset Management, LLC 0.39% Add +0.1% 5,048 $1.5M
Asset Dedication, LLC 0.10% Reduce -1.4% 5,043 $1.5M
Meridian Wealth Management, LLC 0.07% Add +0.9% 5,041 $1.5M
VCI Wealth Management LLC 0.64% New 4,991 $1.4M
Pekin Hardy Strauss, Inc. 0.18% Add +3.1% 4,982 $1.4M
ArrowMark Colorado Holdings LLC 0.02% No change 4,970 $1.4M
Webster Bank, N. A. 0.15% Reduce -0.1% 4,957 $1.4M
GAMMA Investing LLC 0.14% Add +36.8% 4,941 $1.4M
Stablepoint Partners, LLC 0.26% Add +0.5% 4,933 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -0.7% 4,899 $1.4M
Centaurus Financial, Inc. 0.09% Reduce -0.8% 4,894 $1.4M
FIL Ltd 0.00% Add +105.7% 4,831 $1.4M
Trust Asset Management LLC 0.11% No change 4,830 $1.4M
Essex Financial Services, Inc. 0.10% Reduce -15.3% 4,632 $1.4M
AA Financial Advisors, LLC 0.40% Add +8.0% 4,769 $1.4M
Ballast, Inc. 0.39% Reduce -0.6% 4,756 $1.4M
Applied Finance Capital Management, LLC 0.06% Add +10.2% 4,739 $1.4M
Valley National Advisers Inc. 0.25% Reduce -5.0% 4,728 $1.4M
Parsons Capital Management Inc. 0.09% Reduce -3.2% 4,697 $1.4M
Fullerton Fund Management Co Ltd. 0.06% Add +65.3% 4,674 $1.3M
DF Dent & Co. Inc. 0.02% Reduce -3.2% 4,652 $1.3M
Quadrant Capital Group LLC 0.09% Reduce -0.4% 4,619 $1.3M
Legato Capital Management LLC 0.16% No change 4,618 $1.3M
Nicholson Wealth Management Group, LLC 1.09% — 4,587 $1.3M
Nichols & Pratt Advisers LLP 0.09% No change 4,572 $1.3M
Foster & Motley Inc. 0.08% Reduce -5.2% 4,562 $1.3M
Forum Financial Management, LP 0.02% No change 4,561 $1.3M
Brooks, Moore & Associates, Inc. 0.77% New 4,518 $1.3M
Compound Planning, Inc. 0.08% Add +6.8% 4,500 $1.3M
Jones Financial Companies LLLP 0.00% Add +80.1% 4,477 $1.3M
Simmons Bank 0.09% Reduce -6.4% 4,483 $1.3M
Saxon Interests, Inc. 0.58% Reduce -3.8% 4,453 $1.3M
Relyea Zuckerberg Hanson LLC 0.20% Reduce -8.1% 4,447 $1.3M
Montag A & Associates Inc. 0.06% Add +12.5% 4,437 $1.3M
Formidable Asset Management, LLC 0.20% Reduce -3.3% 4,427 $1.3M
Applied Capital LLC 0.99% Reduce -0.3% 4,409 $1.3M
Rehmann Capital Advisory Group 0.08% Reduce -4.0% 4,333 $1.3M
RMR Wealth Builders 0.13% No change 4,373 $1.3M
Castlekeep Investment Advisors LLC 0.86% Reduce -7.0% 4,369 $1.3M
Certuity, LLC 0.14% Reduce -5.9% 4,353 $1.3M
Westpac Banking Corp. 0.08% Reduce -3.3% 4,334 $1.2M
Avior Wealth Management, LLC 0.05% Reduce -0.2% 4,314 $1.2M
Hodges Capital Management Inc. 0.08% Add +14.2% 1,410 $1.2M
First Citizens Bank & Trust Co. 0.03% Reduce -0.5% 4,256 $1.2M
Meadow Creek Wealth Advisors LLC 0.97% Add +2.5% 4,226 $1.2M
Fiduciary Group, LLC 0.12% Add +3.0% 4,214 $1.2M
Ceeto Capital Group, LLC 0.45% No change 4,200 $1.2M
CSU Producer Resources, Inc. 3.87% No change 4,213 $1.2M
Westhampton Capital, LLC 0.61% No change 4,190 $1.2M
Old National Bancorp 0.03% Reduce -7.6% 4,189 $1.2M
WCM Investment Management, LLC 0.00% Reduce -0.6% 4,164 $1.2M
Mattson Financial Services, LLC 0.43% Reduce -0.7% 4,699 $1.2M
Total Clarity Wealth Management, Inc. 0.39% Add +6.8% 4,153 $1.2M
WBH Advisory Inc. 0.11% Add +17.7% 4,142 $1.2M
Financial Security Advisor, Inc. 0.30% Reduce -1.2% 4,115 $1.2M
Good Life Advisors, LLC 0.07% Add +120.5% 4,124 $1.2M
Csenge Advisory Group 0.06% Reduce -15.2% 4,137 $1.2M
Lakeside Advisors, INC. 0.74% No change 4,108 $1.2M
Viawealth, LLC 0.69% Reduce -17.4% 4,099 $1.2M
Cigna Investments Inc. 0.21% Reduce -3.9% 4,093 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -0.5% 4,082 $1.2M
Silvant Capital Management LLC 0.05% Reduce -7.6% 4,049 $1.2M
Monetary Management Group Inc. 0.30% No change 4,030 $1.2M
Frank, Rimerman Advisors LLC 0.08% Reduce -1.4% 4,026 $1.2M
Blue Trust, Inc. 0.02% Add +56.5% 4,550 $1.2M
One Capital Management, LLC 0.04% Reduce -22.1% 4,023 $1.2M
Cornerstone Wealth Management, LLC 0.08% Add +42.8% 4,004 $1.2M
Emprise Bank 0.67% Reduce -0.7% 4,004 $1.2M
Meridian Wealth Advisors, LLC 0.19% Reduce -14.1% 4,002 $1.2M
Columbia Asset Management 0.20% Add +1.7% 3,972 $1.1M
FC Advisory LLC 0.38% No change 3,964 $1.1M
FRG Family Wealth Advisors LLC 0.20% No change 3,963 $1.1M
Aptus Capital Advisors, LLC 0.02% Reduce -0.8% 3,948 $1.1M
Conning Inc. 0.04% Add +30.9% 3,932 $1.1M
Trueblood Wealth Management, LLC 0.57% Add +0.3% 3,920 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Add +0.6% 3,913 $1.1M
Wealthspire Advisors, LLC 0.01% Add +5.8% 3,891 $1.1M
Fidelis Capital Partners, LLC 0.13% Reduce -3.3% 3,783 $1.1M
Hilltop Holdings Inc. 0.07% Add +18.6% 3,870 $1.1M
Moloney Securities Asset Management, LLC 0.15% Add +97.9% 3,851 $1.1M
Dynasty Wealth Management, LLC 0.03% Reduce -0.5% 3,836 $1.1M
Mainstay Capital Management LLC 0.18% Reduce -10.5% 3,828 $1.1M
Hancock Whitney Corp. 0.04% Reduce -10.4% 3,826 $1.1M
Northeast Investment Management 0.05% Add +5.9% 3,810 $1.1M
AMG National Trust Bank 0.03% Reduce -16.1% 3,810 $1.1M
W.H. Cornerstone Investments Inc. 0.74% Reduce -17.0% 3,790 $1.1M
Farther Finance Advisors, LLC 0.04% Reduce -7.7% 3,786 $1.1M
Nicholas Wealth, LLC. 0.68% Add +15.8% 3,783 $1.1M
Eastern Bank 0.02% New 3,780 $1.1M
Bank of Hawaii 0.05% Add +2.0% 3,743 $1.1M
Marcum Wealth, LLC 0.10% Reduce -1.4% 3,721 $1.1M
Epiq Partners, LLC 0.61% No change 3,714 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.22% Add +1.1% 3,706 $1.1M
Sentry LLC 0.21% No change 3,701 $1.1M
Axq Capital, LP 0.32% New 3,694 $1.1M
Harbour Capital Advisors, LLC 0.24% No change 3,753 $1.1M
iSAM Funds (UK) Ltd 0.60% New 3,659 $1.1M
Checchi Capital Advisers, LLC 0.08% Reduce -2.1% 3,652 $1.1M
Gryphon Financial Partners LLC 0.14% Add +5.7% 3,642 $1.1M
Towne Trust Company, N.A 0.38% Add +15.2% 3,632 $1.0M
Grey Ledge Advisors, LLC 0.27% Add +0.3% 3,601 $1.0M
Freedom Investment Management, Inc. 0.08% Reduce -1.9% 3,591 $1.0M
Financial Advocates Investment Management 0.06% Add +0.2% 3,583 $1.0M
Sippican Capital Advisors 0.72% No change 3,575 $1.0M
CENTRAL TRUST Co 0.02% Reduce -30.8% 3,571 $1.0M
Connecticut Wealth Management, LLC 0.05% No change 3,542 $1.0M
KRS Capital Management, LLC 0.74% Reduce -7.7% 3,536 $1.0M
GeoWealth Management, LLC 0.04% Reduce -4.7% 3,523 $1.0M
LCNB Corp. 0.36% No change 3,511 $1.0M
Mitchell Sinkler & Starr 0.25% Add +28.4% 4,229 $1.0M
Dempze Nancy E 0.56% Add +118.8% 3,500 $1.0M
Principle Wealth Partners LLC 0.07% No change 3,498 $1.0M
Grove Bank & Trust 0.15% Add +0.0% 3,497 $1.0M
SRN Advisors, LLC 0.89% Reduce -3.9% 3,493 $1.0M
Advisory Resource Group 0.21% Reduce -6.6% 3,484 $1.0M
Flagship Harbor Advisors, LLC 0.06% Reduce -6.6% 3,481 $1.0M
Carnegie Lake Advisors LLC 0.39% — 3,425 $988K
Cim Investment Management Inc. 0.29% Reduce -1.8% 3,416 $985K
Gratus Wealth Advisors, LLC 0.16% No change 3,548 $983K
Point Windward Advisors Inc. 0.37% Reduce -5.5% 3,410 $983K
Jaffetilchin Investment Partners, LLC 0.07% Add +14.1% 3,406 $982K
X-Square Capital, LLC 0.33% Add +7.4% 3,393 $979K
American Trust Investment Advisors, LLC 0.40% No change 3,386 $976K
Spinnaker Trust 0.06% Reduce -0.6% 3,382 $975K
Choate Investment Advisors 0.02% Add +0.8% 3,365 $970K
PFG Advisors 0.06% Reduce -0.5% 3,353 $967K
Abbot Financial Management, Inc. 0.49% Add +0.0% 3,343 $964K
Empirical Asset Management, LLC 0.34% Add +9.2% 17,214 $963K
Advisors Capital Management, LLC 0.02% Add +11.4% 3,303 $953K
Mount Lucas Management LP 0.32% Reduce -60.1% 3,303 $953K
Syon Capital LLC 0.08% Reduce -0.3% 3,297 $951K
NORTHSTAR ASSET MANAGEMENT Co 0.22% Reduce -6.7% 3,290 $949K
Virtus Advisers, LLC 0.44% Reduce -0.8% 3,279 $946K
Private Portfolio Partners LLC 0.18% New 3,277 $945K
Atlantic Union Bankshares Corp 0.05% Reduce -0.5% 3,275 $944K
MQS Management LLC 0.52% New 3,250 $937K
International Assets Investment Management, LLC 0.08% Add +0.5% 3,242 $935K
Lake Street Advisors Group, LLC 0.04% Add +0.3% 3,230 $934K
Inceptionr LLC 0.23% New 3,223 $929K
Mill Capital Management, LLC 0.07% No change 3,210 $926K
NorthRock Partners, LLC 0.03% Add +4.4% 3,198 $925K
Premier Path Wealth Partners, LLC 0.15% No change 3,195 $921K
Wolf Group Capital Advisors 0.44% Add +0.5% 4,773 $919K
Axxcess Wealth Management, LLC 0.02% Add +41.7% 3,172 $915K
Saturna Capital Corp. 0.01% No change 3,170 $914K
1ST Source Bank 0.05% No change 3,162 $912K
Equitable Holdings, Inc. 0.01% Add +31.3% 3,162 $912K
Exchange Traded Concepts, LLC 0.02% Add +15.0% 3,143 $906K
Missouri Trust & Investment Co 0.31% Add +31.1% 3,118 $899K
Wealth Alliance, LLC 0.11% Reduce -0.0% 3,088 $891K
Stock Yards Bank & Trust Co. 0.03% Reduce -6.5% 3,084 $889K
Optimum Investment Advisors 0.38% No change 3,077 $887K
United Asset Strategies, Inc. 0.08% Reduce -2.0% 3,039 $876K
Balefire, LLC 0.30% Reduce -10.7% 3,038 $876K
Astoria Portfolio Advisors LLC. 0.30% Add +7.7% 3,051 $875K
Beach Investment Counsel Inc. 0.11% Reduce -11.6% 3,026 $873K
CFO4Life Group, LLC 0.15% Reduce -2.8% 3,010 $868K
Finivi Inc. 0.70% No change 3,000 $865K
Bayview Asset Management, LLC 0.48% Reduce -54.5% 3,000 $865K
Diametric Capital, LP 0.43% New 2,995 $864K
Keyes, Stange & Wooten Wealth Management, LLC 0.51% Reduce -15.9% 2,989 $862K
Ransom Advisory, Ltd 0.40% Reduce -3.3% 2,974 $858K
Bull Street Advisors, LLC 0.40% Reduce -2.5% 2,960 $854K
First Affirmative Financial Network 0.47% Add +2.0% 2,961 $854K
Ascent Group, LLC 0.06% Reduce -57.5% 2,955 $852K
Headinvest, LLC 0.16% Add +3.8% 2,951 $851K
Pinnacle Wealth Planning Services, Inc. 0.12% Reduce -1.0% 2,944 $849K
Waldron Private Wealth LLC 0.04% Add +5.7% 2,929 $845K
CNB Bank 0.39% Add +10.7% 2,920 $842K
Rossmore Private Capital 0.10% No change 2,900 $836K
Nvwm, LLC 0.21% Reduce -0.6% 2,867 $827K
Encompass Wealth Advisors, LLC 0.21% No change 2,867 $827K
First American Bank 0.06% Add +0.3% 2,866 $827K
Sound Financial Strategies Group, LLC 0.66% Add +1.6% 2,842 $820K
Mesirow Financial Investment Management, Inc. 0.02% Add +24.0% 2,842 $819K
Avestar Capital, LLC 0.09% Add +5.2% 2,812 $811K
Boyar Asset Management Inc. 0.52% Add +3.8% 2,789 $804K
Ascentis Wealth Management, LLC 0.30% — 2,788 $804K
SeaCrest Wealth Management, LLC 0.09% Add +8.1% 2,788 $804K
Peak Planning Group, LLC 0.35% Add +0.2% 2,774 $800K
Merrion Investment Management Co, LLC 0.53% No change 2,771 $799K
West Family Investments, Inc. 0.27% Add +5.3% 2,763 $797K
Harvest Fund Management Co., Ltd 0.05% Add +70.7% 2,760 $796K
Kennebec Savings Bank 0.78% — 2,748 $792K
Empire Financial Management Company, LLC 0.24% No change 2,735 $789K
AE Wealth Management LLC 0.01% Reduce -21.2% 2,731 $787K
LRI Investments, LLC 0.08% Add +102.1% 2,742 $787K
CX Institutional 0.03% Add +5.3% 2,727 $787K
Pallas Capital Advisors LLC 0.03% Add +6.1% 2,655 $781K
Vise Technologies, Inc. 0.10% Add +50.0% 2,706 $780K
1776 Wealth LLC 0.35% Add +0.0% 2,704 $780K
Lindbrook Capital, LLC 0.07% Reduce -0.9% 2,674 $771K
Henry James International Management Inc. 0.27% No change 2,666 $769K
Arkadios Wealth Advisors 0.04% Add +58.1% 2,658 $766K
Montecito Bank & Trust 0.13% Reduce -0.5% 2,654 $765K
Legacy Financial Advisors, Inc. 0.13% Add +6.8% 2,654 $765K
Cross Staff Investments Inc 0.59% No change 2,649 $764K
Welch Group, LLC 0.03% No change 2,646 $763K
City State Bank 0.28% Reduce -0.3% 2,644 $763K
FSM Wealth Advisors, LLC 0.20% Add +2.6% 2,628 $758K
Group One Trading LLC 0.03% Add +30.3% 2,628 $758K
Stiles Financial Services Inc 0.27% Reduce -1.4% 2,624 $758K
Resurgent Financial Advisors LLC 0.44% Reduce -9.2% 2,618 $755K
REDW Wealth LLC 0.19% No change 2,605 $751K
Worth Financial Advisory Group, LLC 0.44% Add +6.4% 2,591 $747K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.9% 2,588 $746K
Everett Harris & Co. 0.01% No change 2,579 $744K
Peddock Capital Advisors, LLC 0.18% No change 2,572 $742K
Edge Capital Group, LLC 0.03% Reduce -4.3% 2,566 $740K
Apexium Financial, LP 0.05% Add +0.6% 2,555 $739K
Baader Bank Aktiengesellschaft 0.06% No change 2,550 $735K
Hamilton Wealth, LLC 0.18% Add +35.5% 2,523 $727K
Joel Isaacson & Co., LLC 0.03% No change 2,509 $724K
Clarius Group, LLC 0.05% Reduce -2.6% 2,513 $722K
Savvy Advisors, Inc. 0.15% New 2,500 $721K
Knollwood Investment Advisory, LLC 0.08% No change 2,500 $721K
V-Square Quantitative Management LLC 0.11% No change 2,499 $721K
GC Wealth Management RIA, LLC 0.13% Reduce -9.4% 2,487 $717K
Canopy Partners, LLC 0.31% Reduce -1.0% 2,478 $715K
Goldstein Advisors, LLC 0.11% Add +3.1% 2,475 $714K
Valley Brook Capital Group, Inc. 0.51% Add +4.0% 2,470 $712K
Shelton Capital Management 0.02% Reduce -9.3% 2,461 $710K
Catalina Capital Group, LLC 0.24% Add +7.3% 2,450 $707K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.3% 2,437 $703K
Burford Brothers, Inc. 0.37% No change 2,431 $701K
USA Financial Formulas 0.11% Reduce -63.5% 2,430 $701K
Sage Mountain Advisors LLC 0.06% Add +5.2% 2,425 $699K
Greenfield Savings Bank 0.33% Add +27.1% 2,423 $699K
Zions Bancorporation, N.A. 0.05% Add +10.3% 2,417 $697K
Net Worth Advisory Group 0.21% — 2,408 $694K
McElhenny Sheffield Capital Management, LLC 0.23% Reduce -9.8% 2,408 $694K
PDS Planning, Inc 0.06% Reduce -1.6% 2,407 $694K
Cidel Asset Management Inc. 0.05% Reduce -5.5% 2,407 $694K
Elevation Point Wealth Partners, LLC 0.07% Reduce -2.8% 2,402 $693K
Somerville Kurt F 0.11% No change 2,400 $692K
Icon Wealth Advisors, LLC 0.06% Add +0.9% 2,399 $692K
Plancorp, LLC 0.03% Add +1.0% 2,390 $689K
Harbor Investment Advisory, LLC 0.07% Add +34.4% 2,381 $687K
Thompson Siegel & Walmsley LLC 0.01% Add +5.6% 2,371 $684K
PFG Investments, LLC 0.04% Add +4.0% 2,369 $683K
Ranch Capital Advisors Inc. 0.32% Add +1.9% 2,356 $681K
CWA Asset Management Group, LLC 0.04% — 2,361 $681K
Brooklyn Investment Group 0.22% Add +8.8% 2,349 $677K
Mairs & Power Inc. 0.01% Add +1.5% 2,343 $676K
Trust Co. of Toledo NA 0.09% Add +2.9% 2,342 $675K
Leavell Investment Management, Inc. 0.03% Add +1.3% 2,327 $673K
Blake Schutter Theil Wealth Advisors, LLC 0.48% — 2,317 $668K
Means Investment Co., Inc. 0.07% Add +0.0% 2,300 $663K
Essex Bank 0.16% Reduce -0.3% 2,290 $660K
Spire Wealth Management 0.02% Reduce -19.4% 2,289 $660K
E&G Advisors, LLC 0.18% No change 2,280 $658K
Sky Investment Group LLC 0.12% Reduce -1.9% 2,261 $652K
Keel Point, LLC 0.05% Add +0.7% 2,258 $651K
StrongBox Wealth, LLC 0.28% New 2,254 $650K
Arax Advisory Partners 0.06% Add +0.2% 2,249 $649K
M&R Capital Management Inc. 0.14% Add +3.5% 2,248 $648K
First City Capital Management, Inc. 0.33% No change 2,248 $648K
Steigerwald, Gordon & Koch Inc. 0.07% Add +5.5% 2,245 $647K
Independence Bank of Kentucky 0.14% Add +13.4% 2,232 $644K
Farrell Financial LLC 0.45% Add +0.7% 2,281 $642K
FineMark National Bank & Trust 0.02% Reduce -18.0% 2,221 $641K
Ellevest, Inc. 0.04% Reduce -6.1% 2,194 $633K
G&S Capital LLC 0.27% Add +0.6% 2,192 $632K
Portfolio Design Labs, LLC 0.17% Reduce -71.6% 2,156 $622K
CTC Alternative Strategies, Ltd. 0.78% Add +7.5% 2,150 $620K
BSW Wealth Partners 0.09% Add +49.4% 2,137 $616K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% No change 2,132 $615K
Foundation Resource Management Inc. 0.09% No change 2,129 $614K
Cerro Pacific Wealth Advisors LLC 0.23% No change 2,401 $612K
Cookson Peirce & Co. Inc. 0.03% Reduce -58.0% 2,123 $612K
Boston Financial Mangement LLC 0.02% Add +5.8% 2,116 $610K
Mayflower Financial Advisors, LLC 0.09% Add +0.1% 2,114 $610K
InTrack Investment Management Inc 0.43% Add +2.4% 2,107 $608K
Harbour Investments, Inc. 0.02% Add +3.3% 2,083 $601K
Ashton Thomas Private Wealth, LLC 0.03% Add +7.9% 2,079 $600K
Capital Investment Advisors, LLC 0.01% Add +10.0% 2,075 $598K
Western Wealth Management, LLC 0.03% Reduce -8.4% 2,074 $598K
Gen-Wealth Partners Inc 0.26% Reduce -2.2% 2,107 $598K
Chicago Partners Investment Group LLC 0.02% Add +24.5% 2,018 $595K
Bedell Frazier Investment Counselling, LLC 0.14% New 2,050 $591K
Hutner Capital Management Inc. 0.29% New 2,035 $587K
Bell Bank 0.07% Reduce -0.2% 2,034 $587K
Valley Forge Investment Consultants Inc. Adv 0.20% Add +1.6% 2,033 $586K
Cetera Trust Company, N.A 0.36% No change 2,030 $585K
Northstar Group, Inc. 0.11% Add +54.0% 2,023 $583K
Strategic Wealth Partners, Ltd. 0.06% Add +0.8% 2,010 $580K
Cyrus J. Lawrence, LLC 0.11% No change 2,006 $578K
Patrick M Sweeney & Associates, Inc. 0.42% Add +10.5% 1,999 $576K
Atom Investors LP 0.06% New 1,995 $575K
Financial & Tax Architects, LLC 0.15% Add +6.7% 1,971 $569K
Rothschild Investment LLC 0.04% Add +11.6% 1,965 $567K
AlTi Global, Inc. 0.01% Add +85.0% 1,956 $566K
Proficio Capital Partners LLC 0.06% Reduce -31.5% 1,954 $563K
Baron Wealth Management LLC 0.27% Add +13.8% 1,941 $560K
Sandy Cove Advisors, LLC 0.23% Add +1.5% 1,940 $560K
Venturi Wealth Management, LLC 0.03% Add +0.3% 1,937 $559K
EverSource Wealth Advisors, LLC 0.04% Add +2.6% 1,936 $558K
Baker Ellis Asset Management LLC 0.08% New 1,934 $558K
Penserra Capital Management LLC 0.01% Add +1.1% 1,933 $556K
Geller Advisors LLC 0.04% Add +2.8% 1,921 $556K
Global Financial Private Client, LLC 0.22% Add +1.1% 1,919 $554K
Belpointe Asset Management LLC 0.03% Reduce -7.7% 1,919 $553K
Crestwood Advisors Group, LLC 0.01% Add +11.1% 1,905 $549K
Tilia Fiduciary Partners, Inc. 0.38% Add +7.1% 1,904 $549K
Hemenway Trust Co LLC 0.04% Reduce -5.0% 1,900 $548K
AdvisorNet Financial, Inc 0.04% Add +83.9% 1,900 $548K
Strategic Financial Services, Inc. 0.03% No change 1,900 $548K
Sterling Capital Management LLC 0.01% — 1,900 $548K
Veltria Advisors Corp. 0.22% No change 1,899 $548K
Linscomb Wealth, Inc. 0.03% Add +3.0% 1,880 $542K
Alera Investment Advisors, LLC 0.06% Reduce -5.7% 1,874 $540K
Wetzel Investment Advisors, Inc. 0.27% Add +2.4% 1,865 $540K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.5% 1,867 $538K
Rede Wealth, LLC 0.21% Reduce -0.2% 1,863 $537K
Hara Capital LLC 0.33% Reduce -1.7% 1,862 $537K
Modern Wealth Management, LLC 0.03% Add +3.0% 1,850 $534K
IFP Advisors, Inc 0.02% Add +80.0% 1,843 $531K
Promethium Advisors,llc 0.37% — 1,830 $529K
Sound View Wealth Advisors Group, LLC 0.04% Add +6.4% 1,830 $528K
BlackDiamond Wealth Management, LLC 0.32% Reduce -13.0% 1,864 $527K
Stonebridge Capital Management Inc. 0.21% No change 1,826 $527K
Everhart Financial Group, Inc. 0.12% Add +9.9% 1,825 $526K
Catalyst Financial Partners LLC 0.10% Add +4.7% 1,820 $525K
Modera Wealth Management, LLC 0.01% Reduce -2.1% 1,815 $523K
Money Concepts Capital Corp. 0.04% New 1,814 $523K
Shore Point Advisors, LLC 0.28% Add +0.1% 1,809 $522K
Aaron Wealth Advisors LLC 0.06% Add +12.8% 1,800 $519K
Dearborn Partners LLC 0.02% Add +10.9% 1,799 $519K
Dagco, Inc. 0.21% No change 1,795 $518K
First County Bank 0.26% Add +20.7% 1,792 $517K
Gateway Investment Advisers LLC 0.01% Reduce -9.8% 1,787 $515K
Sentry Investment Management LLC 0.22% Reduce -10.3% 1,778 $513K
TKG Advisors, LLC 0.25% Reduce -2.7% 1,778 $513K
Pointe Capital Management LLC 0.30% Add +8.0% 1,773 $511K
Manchester Capital Management LLC 0.06% Add +1.9% 1,767 $510K
Cardiff Park Advisors, LLC 0.05% Add +0.3% 1,766 $509K
Aspen Investment Management Inc 0.24% New 1,760 $508K
Financial Insights, Inc. 0.17% Reduce -41.2% 1,760 $508K
Delta Investment Management, LLC 0.10% Add +28.6% 1,751 $505K
Legal Advantage Investments, Inc. 0.28% No change 1,750 $505K
Tributary Capital Management, LLC 0.04% Reduce -20.8% 1,750 $505K
Okabena Investment Services Inc. 0.14% Reduce -44.5% 1,747 $504K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.9% 1,746 $504K
Evoke Wealth, LLC 0.01% New 1,738 $503K
Center for Financial Planning, Inc. 0.07% Reduce -36.4% 1,738 $501K
Atlas Capital Advisors Inc. 0.08% No change 1,737 $501K
West Oak Capital, LLC 0.25% No change 1,735 $500K
Tower Bridge Advisors 0.05% Add +1.1% 1,735 $500K
CW Advisors, LLC 0.01% Add +6.4% 1,732 $500K
Sage Private Wealth Group, LLC 0.39% Reduce -30.1% 1,729 $499K
Associated Banc-Corp 0.01% Reduce -2.3% 1,725 $497K
Brighton Jones LLC 0.02% Reduce -1.9% 1,724 $497K
Ironwood Investment Counsel, LLC 0.08% Add +2.1% 1,721 $496K
Orange Investment Advisors, Inc. 0.05% Reduce -35.6% 1,720 $496K
Sentinel Trust Co. Lba 0.06% No change 1,714 $494K
Broadleaf Partners, LLC 0.12% No change 1,706 $492K
Berkeley Capital Partners, LLC 0.14% Add +3.6% 1,705 $492K
Alerus Financial NA 0.04% Reduce -7.1% 1,703 $491K
Atlanta Consulting Group Advisors, LLC 0.12% Reduce -37.0% 1,694 $489K
Mutual Advisors, LLC 0.01% Reduce -3.1% 1,650 $485K
Sfmg, LLC 0.04% Add +2.4% 1,681 $485K
Gateway Advisory, LLC 0.08% Add +22.5% 1,679 $484K
Trust Point Inc. 0.04% Reduce -4.9% 1,675 $483K
Sawyer & Company, Inc 0.18% Reduce -0.2% 1,676 $483K
Kensington Investment Counsel, LLC 0.20% Add +6.1% 1,643 $474K
Evermay Wealth Management LLC 0.08% Add +3.1% 1,639 $473K
Focus Financial Network, Inc. 0.02% Reduce -5.8% 1,634 $473K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,638 $472K
Brown Financial Advisors 0.19% Reduce -41.2% 1,634 $471K
Copley Financial Group, Inc. 0.43% — 1,632 $471K
Resonant Capital Advisors, LLC 0.03% Add +8.6% 1,626 $470K
Global X Japan Co., Ltd. 0.06% Reduce -4.5% 1,622 $468K
Jackson Creek Investment Advisors LLC 0.14% Reduce -4.5% 1,616 $466K
44 Wealth Management LLC 0.16% — 1,579 $466K
Earnest Partners LLC 0.00% Reduce -8.4% 1,615 $466K
Quantitative Investment Management, LLC 0.05% New 1,613 $465K
Eagle Bluffs Wealth Management LLC 0.25% No change 1,607 $465K
Oakworth Capital, Inc. 0.03% Add +12.8% 1,608 $464K
L2 Asset Management, LLC 0.13% Add +3.6% 1,607 $463K
Forvis Mazars Wealth Advisors, LLC 0.01% New 1,602 $462K
FLC Capital Advisors 0.11% No change 1,591 $459K
Cutter & CO Brokerage, Inc. 0.10% Add +8.6% 1,585 $457K
Nicolet Advisory Services, LLC 0.04% Add +8.0% 1,580 $456K
Marex Group Ltd 0.01% No change 1,580 $456K
Bank of New Hampshire 0.11% Reduce -1.4% 1,577 $455K
Advisory Alpha, LLC 0.02% Reduce -3.9% 1,571 $453K
Simon Quick Advisors, LLC 0.03% Add +9.3% 1,567 $452K
Angeles Investment Advisors, LLC 0.02% No change 1,554 $450K
Sawgrass Asset Management LLC 0.05% Reduce -0.2% 1,556 $449K
Heron Bay Capital Management 0.09% No change 1,545 $446K
Prelude Capital Management, LLC 0.03% New 1,545 $446K
Pflug Koory, LLC 0.03% — 1,544 $445K
Voya Financial Advisors, Inc. 0.05% Add +4.1% 1,536 $445K
Paces Ferry Wealth Advisors, LLC 0.25% Reduce -3.1% 1,535 $443K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.5% 1,534 $443K
Roberts Glore & Co. Inc. 0.13% Reduce -4.7% 1,521 $439K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.6% 1,519 $438K
RBA Wealth Management, LLC 0.17% Reduce -4.4% 1,515 $437K
Sicart Associates LLC 0.15% No change 1,510 $437K
Steinberg Asset Management LLC 0.33% No change 1,500 $434K
Clearview Wealth Advisors LLC 0.33% Reduce -2.7% 1,502 $433K
Wintrust Investments LLC 0.32% Reduce -89.4% 1,500 $432K
9258 Wealth Management, LLC 0.06% No change 1,493 $431K
Fosun International Ltd 0.14% No change 1,491 $430K
Northern Financial Advisors Inc 0.33% Reduce -3.4% 1,487 $429K
Sompo Asset Management Co., Ltd. 0.07% Reduce -3.9% 1,480 $427K
Country Club Bank 0.03% Add +28.4% 1,470 $426K
Americana Partners, LLC 0.03% No change 1,474 $425K
Cohen & Steers, Inc. 0.00% Add +51.5% 1,474 $425K
Kenora Financial, LLC 0.17% No change 1,473 $425K
Vicus Capital 0.04% Reduce -37.8% 1,459 $421K
Florida Financial Advisors, LLC 0.22% New 1,453 $419K
Foundations Investment Advisors, LLC 0.01% Reduce -2.8% 1,451 $418K
Summit Global Investments 0.03% Reduce -0.3% 1,447 $417K
Smithfield Trust Co 0.02% Add +14.3% 1,446 $417K
Weik Capital Management 0.17% No change 1,445 $417K
Courier Capital LLC 0.03% Reduce -3.3% 1,444 $416K
Tectonic Advisors LLC 0.03% Reduce -1.2% 1,443 $416K
Two Sigma Securities, LLC 0.03% New 1,442 $416K
Dark Forest Capital Management LP 0.05% New 1,438 $415K
Patron Partners, LLC 0.23% Reduce -0.6% 1,437 $415K
Morningstar Investment Services LLC 0.00% Add +9.6% 1,428 $414K
Tyche Wealth Partners LLC 0.09% Reduce -4.0% 1,433 $413K
Trivium Point Advisory, LLC 0.06% New 1,458 $413K
Revisor Wealth Management LLC 0.26% Reduce -2.5% 1,420 $410K
Family Manage LLC 0.07% Add +3.4% 1,413 $407K
UNIVEST FINANCIAL Corp 0.03% New 1,405 $405K
MRA Advisory Group 0.22% Add +8.5% 1,405 $405K
Phillips Wealth Planners LLC 0.39% Reduce -4.4% 1,382 $405K
Carson Advisory Inc. 0.25% Reduce -5.9% 1,400 $404K
Prestige Wealth Management Group LLC 0.08% Reduce -42.5% 1,392 $403K
Councilmark Asset Management, LLC 0.27% No change 1,387 $400K
Foster Dykema Cabot & Partners, LLC 0.03% Add +2.7% 1,377 $398K
Diversify Advisory Services, LLC 0.02% Reduce -22.5% 1,338 $398K
Moneco Advisors, LLC 0.05% Reduce -6.9% 1,371 $395K
Wealth Effects LLC 0.14% Add +3.0% 1,370 $395K
BLB&B Advisors, LLC 0.02% Reduce -1.1% 1,369 $395K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.1% 1,368 $395K
Callan Capital, LLC 0.03% Add +17.9% 1,345 $388K
Robertson Stephens Wealth Management, LLC 0.01% Add +13.0% 1,339 $387K
Firethorn Wealth Partners, LLC 0.20% Add +3.6% 1,343 $387K
Tandem Wealth Advisors LLC 0.20% Reduce -1.1% 1,342 $387K
LaSalle St. Investment Advisors, LLC 0.15% Add +13.5% 1,338 $386K
Renaissance Group LLC 0.02% Reduce -1.6% 1,329 $383K
RMR Capital Management, LLC 0.33% No change 1,325 $382K
Van Hulzen Asset Management, LLC 0.03% Add +0.1% 1,320 $381K
Strategy Asset Managers LLC 0.07% Reduce -0.2% 1,320 $381K
Two Sigma Advisers, LP 0.00% New 1,313 $379K
DGS Capital Management, LLC 0.10% No change 1,302 $375K
Sage Financial Management Group, Inc. 0.15% No change 1,300 $375K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -2.3% 1,295 $373K
Delta Financial Group, Inc. 0.14% No change 1,293 $373K
Bollard Group LLC 0.01% No change 1,290 $372K
Cornerstone Advisory, LLC 0.05% Add +47.6% 1,287 $371K
Interchange Capital Partners, LLC 0.13% Reduce -0.1% 1,283 $370K
Strategic Advisors LLC 0.07% Add +4.3% 1,278 $369K
KPP Advisory Services LLC 0.09% Reduce -3.0% 1,274 $367K
Pacific Capital Wealth Advisors, Inc. 0.06% Reduce -2.6% 1,268 $366K
Abacus Planning Group, Inc. 0.07% Add +5.8% 1,266 $365K
American Institute for Advanced Investment Management, LLP 0.26% New 1,310 $365K
Empower Advisory Group, LLC 0.00% Reduce -0.3% 1,264 $365K
Soltis Investment Advisors LLC 0.04% Add +14.8% 1,263 $364K
Appleton Partners Inc. 0.03% Reduce -1.2% 1,262 $364K
Brookstone Capital Management 0.01% Add +25.0% 1,261 $364K
Randall & Associates Wealth Management 0.30% New 1,258 $363K
HBK Sorce Advisory LLC 0.01% Add +2.8% 1,256 $362K
Wynn Capital, LLC 0.24% No change 1,251 $361K
Regent Peak Wealth Advisors LLC 0.08% Add +0.8% 1,245 $359K
Paradigm Capital Management, LLC 0.35% — 1,245 $359K
Drive Wealth Management, LLC 0.09% Add +4.7% 1,238 $358K
Quaker Wealth Management, LLC 0.13% — 1,238 $357K
Jefferies Financial Group Inc. 0.01% Add +42.0% 1,238 $357K
Angeles Wealth Management, LLC 0.03% Add +19.5% 1,234 $356K
Carret Asset Management, LLC 0.04% Add +2.1% 1,231 $355K
Broadwater Capital Management LLC 0.26% No change 1,230 $355K
Columbia Bank 0.13% Add +2.0% 1,225 $353K
Park Edge Advisors, LLC 0.10% No change 1,224 $353K
Elgethun Capital Management 0.08% No change 1,219 $352K
Norway Savings Bank 0.19% No change 1,218 $351K
Cypress Capital Group 0.04% Add +0.5% 1,218 $351K
Goelzer Investment Management, Inc. 0.02% Add +4.5% 1,214 $350K
McAdam, LLC 0.02% New 1,212 $350K
Burke & Herbert Bank & Trust Co. 0.08% No change 1,208 $348K
Baker Avenue Asset Management, LP 0.01% Reduce -0.8% 1,208 $348K
Discipline Wealth Solutions, LLC 0.18% New 1,206 $348K
Smith Shellnut Wilson LLC 0.16% Add +1.7% 1,205 $348K
HTLF Bank 0.04% Reduce -9.3% 1,197 $345K
Spirepoint Private Client, LLC 0.05% Reduce -7.0% 1,186 $342K
Legacy Advisors, LLC 0.04% Add +5.0% 1,182 $342K
Stratos Investment Management, LLC 0.02% Reduce -6.9% 1,180 $340K
MBB Public Markets I LLC 0.03% Reduce -96.0% 1,170 $337K
Quotient Wealth Partners, LLC 0.01% Add +10.9% 1,166 $336K
RFG Advisory, LLC 0.01% Reduce -24.8% 1,155 $333K
Ameritas Advisory Services, LLC 0.01% Add +3.6% 1,154 $333K
Sivia Capital Partners, LLC 0.20% Add +0.3% 1,147 $331K
Cromwell Holdings LLC 0.21% No change 1,146 $330K
Sargent Investment Group, LLC 0.06% Add +18.0% 1,146 $330K
Napatree Capital LLC 0.23% New 1,140 $329K
Vestmark Advisory Solutions, Inc. 0.01% Add +11.1% 1,140 $329K
Gries Financial LLC 0.06% Add +3.0% 1,121 $323K
Lansing Street Advisors 0.12% New 1,120 $323K
Guardian Wealth Advisors, LLC 0.20% Add +0.1% 1,117 $322K
Cove Private Wealth, LLC 0.25% No change 1,100 $317K
Alta Advisers Ltd 0.14% No change 1,100 $317K
Heritage Wealth Advisors 0.01% Add +70.0% 1,098 $317K
Olistico Wealth, LLC 0.19% Add +22.5% 1,089 $314K
Turtle Creek Wealth Advisors, LLC 0.06% Add +21.5% 1,086 $313K
Titleist Asset Management, LLC 0.05% Reduce -20.9% 1,085 $313K
Breakwater Capital Group 0.06% Add +4.8% 1,083 $312K
Capstone Investment Advisors, LLC 0.01% Reduce -61.7% 1,073 $309K
Independent Financial Group, LLC 0.01% Add +10.6% 1,072 $309K
Sapient Capital LLC 0.01% Add +0.8% 1,066 $308K
TCI Wealth Advisors, Inc. 0.03% Add +0.9% 1,066 $307K
Clarus Group, Inc. 0.13% Reduce -0.7% 1,065 $307K
Reynders McVeigh Capital Management, LLC 0.02% No change 1,064 $307K
Zullo Investment Group, Inc. 0.13% Add +4.8% 1,063 $307K
Affinity Wealth Management LLC 0.05% Add +0.4% 1,054 $304K
Front Row Advisors LLC 0.11% Add +261.7% 1,049 $303K
IMZ Advisory Inc 0.14% New 1,042 $303K
Cascade Financial Partners, LLC 0.04% No change 1,018 $302K
SYM FINANCIAL Corp 0.04% Add +31.4% 1,046 $302K
MCF Advisors LLC 0.02% Reduce -0.8% 1,040 $301K
FDx Advisors, Inc. 0.08% Reduce -5.0% 1,041 $300K
Platte River Wealth Advisors, LLC 0.08% Add +21.6% 1,040 $300K
VeraBank, N.A. 0.09% No change 1,039 $300K
Parthenon LLC 0.04% No change 1,027 $296K
Financial Advisors, LLC 0.06% No change 1,020 $294K
New England Professional Planning Group Inc. 0.15% No change 1,018 $294K
McLean Asset Management Corp 0.09% Add +0.1% 1,008 $293K
AlphaStar Capital Management, LLC 0.02% Add +6.8% 1,011 $292K
Atwater Malick LLC 0.09% No change 1,010 $291K
Mill Creek Capital Advisors, LLC 0.01% Reduce -18.8% 1,010 $291K
RB Capital Management, LLC 0.07% Add +1.5% 1,010 $291K
Convergence Investment Partners, LLC 0.08% Reduce -1.6% 1,009 $291K
CoreCap Advisors, LLC 0.01% Add +12.7% 1,006 $290K
Advus Financial Partners, LLC 0.08% Reduce -3.9% 1,005 $290K
Palisade Asset Management, LLC 0.03% No change 1,003 $289K
Autumn Glory Partners, LLC 0.11% New 1,000 $288K
Levin Capital Strategies, L.P. 0.03% No change 1,000 $288K
RBF Capital, LLC 0.01% No change 1,000 $288K
GHP Investment Advisors, Inc. 0.01% Reduce -2.4% 999 $288K
Equitable Trust Co. 0.02% Add +4.4% 998 $288K
Barry Investment Advisors, LLC 0.09% Add +21.3% 997 $287K
Duncker Streett & Co. Inc. 0.05% No change 992 $286K
First Financial Bank - Trust Division 0.03% Add +2.1% 989 $285K
Prosperity Consulting Group, LLC 0.02% Reduce -0.7% 988 $285K
CYBER HORNET ETFs LLC 0.29% Reduce -6.7% 988 $285K
HBC Financial Services, PLLC 0.17% No change 1,000 $283K
Integrated Advisors Network LLC 0.01% Add +0.6% 980 $283K
Composition Wealth, LLC 0.01% New 979 $282K
TAGStone Capital, Inc. 0.14% Add +0.6% 975 $282K
Hartline Investment Corp./ 0.04% Add +16.0% 977 $282K
ICONIQ Capital, LLC 0.01% New 972 $280K
Journey Strategic Wealth LLC 0.01% Add +14.9% 971 $280K
ORG Partners LLC 0.05% Reduce -74.4% 969 $280K
LaFleur & Godfrey LLC 0.04% No change 968 $279K
Optas, LLC 0.06% New 963 $278K
Fox Run Management, L.L.C. 0.06% New 962 $277K
First Bank & Trust 0.05% Add +2.1% 961 $277K
Abel Hall, LLC 0.18% No change 958 $276K
Private Capital Management LLC 0.05% New 956 $276K
McIlrath & Eck, LLC 0.04% No change 956 $276K
Somerset Group LLC 0.25% No change 954 $275K
Banco BTG Pactual S.A. 0.07% New 952 $275K
Brophy Wealth Management, LLC 0.10% — 951 $274K
Global Trust Asset Management, LLC 0.10% Add +193.5% 948 $273K
Forte Capital LLC 0.03% No change 948 $273K
Nwam LLC 0.02% New 948 $273K
Trilogy Capital Inc. 0.01% Reduce -9.3% 946 $273K
Harrington Investments, INC 0.15% No change 943 $272K
Segment Wealth Management, LLC 0.02% No change 943 $272K
Quent Capital, LLC 0.03% Reduce -4.4% 941 $271K
Verum Partners LLC 0.08% Reduce -1.8% 940 $271K
Transamerica Financial Advisors, LLC 0.03% Add +299.6% 939 $271K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -4.6% 938 $271K
Visionary Wealth Advisors 0.02% No change 934 $269K
San Luis Wealth Advisors LLC 0.06% No change 934 $269K
Childress Capital Advisors, LLC 0.07% Reduce -0.8% 931 $269K
Diligent Investors, LLC 0.06% No change 931 $268K
Altfest L J & Co. Inc. 0.04% Reduce -2.1% 929 $268K
Bragg Financial Advisors, Inc 0.01% Reduce -6.8% 926 $267K
Hendley & Co. Inc. 0.09% No change 925 $267K
Intrua Financial, LLC 0.04% Reduce -0.9% 926 $267K
WoodTrust Financial Corp 0.04% No change 924 $266K
CreativeOne Wealth, LLC 0.01% New 921 $266K
Capital Investment Advisory Services, LLC 0.03% Add +13.2% 919 $265K
Essex LLC 0.05% New 916 $264K
Invst, LLC 0.03% Add +6.0% 915 $264K
Capital Analysts, LLC 0.01% Add +5.8% 912 $263K
Echo45 Advisors LLC 0.17% Reduce -3.3% 911 $263K
HUB Investment Partners, LLC 0.01% Add +4.7% 911 $263K
Axiom Financial Strategies, LLC 0.14% New 908 $262K
Arlington Trust Co LLC 0.06% No change 908 $262K
Peachtree Investment Partners, LLC 0.10% New 906 $261K
Leo Wealth, LLC 0.02% Reduce -14.4% 906 $261K
Seed Wealth Management, Inc. 0.21% No change 905 $261K
Donaldson Capital Management, LLC 0.01% Add +13.7% 904 $261K
Financial Management Professionals, Inc. 0.03% Reduce -5.5% 900 $260K
Aua Capital Management, LLC 0.15% Reduce -1.2% 900 $260K
Busey Bank 0.01% Add +11.3% 900 $260K
One Wealth Advisors, LLC 0.04% No change 897 $260K
Balboa Wealth Partners 0.06% New 898 $259K
Fiduciary Family Office, LLC 0.09% Reduce -3.7% 894 $258K
Planned Solutions, Inc. 0.10% New 893 $258K
Kolinsky Wealth Management, LLC 0.17% Reduce -4.3% 892 $257K
Barlow Wealth Partners, LLC 0.03% Reduce -5.1% 925 $256K
Mendel Money Management 0.11% Reduce -0.6% 887 $256K
Philip James Wealth Mangement, LLC 0.03% Add +0.2% 883 $255K
WT Wealth Management 0.08% No change 842 $254K
Midland Wealth Advisors, LLC 0.01% Add +1.7% 880 $254K
Founders Financial Alliance, LLC 0.07% Reduce -9.1% 880 $254K
Colonial River Investments, LLC 0.13% New 877 $253K
Stratos Wealth Advisors, LLC 0.01% New 874 $252K
StoneX Group Inc. 0.02% New 872 $252K
CVA Family Office, LLC 0.04% Add +0.6% 873 $252K
Renasant Bank 0.17% Reduce -0.3% 870 $251K
PGIM Custom Harvest LLC 0.01% Add +2.5% 866 $250K
Five Oceans Advisors 0.12% Add +0.3% 861 $248K
Fairfield, Bush & Co. 0.15% Reduce -5.7% 860 $248K
Crescent Sterling, Ltd. 0.24% New 858 $247K
Beck Mack & Oliver LLC 0.00% No change 858 $247K
Poehling Capital Management, INC. 0.06% New 857 $247K
Excalibur Management Corp. 0.09% Reduce -17.7% 855 $247K
Kidder Stephen W 0.07% Reduce -17.9% 850 $245K
Code Waechter LLC 0.23% — 848 $245K
Moss Adams Wealth Advisors LLC 0.03% New 846 $245K
Paloma Partners Management Co 0.02% Reduce -22.0% 847 $244K
Maiden Cove Capital, LLC 0.38% New 846 $244K
Linden Thomas Advisory Services, LLC 0.03% Add +6.2% 844 $243K
Clayton Financial Group LLC 0.09% Reduce -6.1% 843 $243K
J.Safra Asset Management Corp 0.02% No change 837 $242K
MBL Wealth, LLC 0.03% Add +0.1% 836 $241K
Thrive Wealth Management, LLC 0.04% Reduce -0.9% 834 $241K
WealthShield Partners, LLC 0.03% New 829 $239K
Wealth Management Associates, Inc. 0.10% Add +1.9% 825 $238K
Salzhauer Michael 0.15% No change 824 $238K
Sunflower Bank, N.A. 0.07% Add +2.9% 824 $238K
Accredited Investors Inc. 0.01% New 822 $237K
Charter Research & Investment Group, Inc. 0.17% No change 820 $236K
Crown Wealth Group, LLC 0.10% Reduce -38.9% 812 $234K
Weatherly Asset Management L. P. 0.02% New 809 $234K
Kovack Advisors, Inc. 0.02% New 811 $234K
Investment Partners Asset Management, Inc. 0.19% Reduce -0.7% 811 $234K
First American Trust, FSB 0.02% Reduce -25.9% 809 $233K
Triangle Securities Wealth Management 0.06% No change 807 $233K
BlueChip Wealth Advisors LLC 0.12% No change 802 $231K
Rise Advisors, LLC 0.11% Reduce -5.0% 801 $231K
Congress Park Capital LLC 0.09% No change 800 $231K
Clark Estates Inc. 0.04% No change 800 $231K
Rodgers Brothers Inc. 0.03% No change 800 $231K
Sageworth Trust Co 0.01% New 800 $231K
Northeast Financial Consultants Inc 0.01% No change 800 $231K
Kornitzer Capital Management Inc. 0.00% Add +0.8% 800 $231K
Aprio Wealth Management, LLC 0.04% New 797 $230K
GenTrust, LLC 0.01% Add +0.4% 792 $229K
Balentine LLC 0.01% Add +0.1% 791 $228K
TrinityPoint Wealth, LLC 0.03% New 788 $227K
Trust Co 0.03% No change 788 $227K
Wedge Capital Management L L P 0.00% New 787 $227K
Southeast Asset Advisors, LLC 0.03% No change 786 $227K
Godshalk Welsh Capital Management, Inc. 0.14% No change 785 $226K
Chapin Davis, Inc. 0.07% Reduce -18.8% 782 $226K
Caldwell Trust Co 0.02% No change 782 $226K
Avantax Planning Partners, Inc. 0.01% Reduce -8.1% 782 $226K
Wealth Dimensions Group, Ltd. 0.06% New 781 $225K
Pacifica Partners Inc. 0.09% No change 780 $225K
Leelyn Smith, LLC 0.04% New 777 $224K
US Asset Management LLC 0.20% No change 792 $224K
Salem Investment Counselors Inc. 0.01% No change 773 $224K
Ancora Advisors LLC 0.01% Add +29.4% 775 $224K
James J. Burns & Company, LLC 0.04% Reduce -1.4% 775 $223K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 771 $222K
Hoxton Planning & Management, LLC 0.09% New 767 $221K
Bill Few Associates, Inc. 0.08% New 764 $220K
New Perspectives, Inc 0.12% New 762 $220K
Signet Financial Management, LLC 0.03% New 762 $220K
LWM Advisory Services, LLC 0.16% New 760 $219K
Rockline Wealth Management, LLC 0.06% New 756 $218K
Provenance Wealth Advisors, LLC 0.03% No change 756 $218K
Crestmont Private Wealth LLC 0.09% New 753 $217K
Mosaic Financial Group, LLC 0.15% No change 754 $217K
Fortitude Advisory Group L.L.C. 0.14% New 751 $217K
Tiemann Investment Advisors, LLC 0.09% New 751 $217K
Bedel Financial Consulting, Inc. 0.03% New 751 $217K
Westover Capital Advisors, LLC 0.04% New 750 $216K
Gould Asset Management LLC 0.05% Reduce -15.8% 746 $215K
Seeds Investor LLC 0.08% New 746 $215K
Prossimo Advisors, LLC 0.16% New 743 $214K
Kavar Capital Partners Group, LLC 0.03% Reduce -21.4% 740 $213K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -38.1% 740 $213K
Zacks Investment Management 0.00% New 738 $213K
PBMares Wealth Management LLC 0.04% New 738 $213K
D'Orazio & Associates, Inc. 0.03% New 736 $212K
Everpar Advisors LLC 0.11% Reduce -14.9% 735 $212K
New Republic Capital, LLC 0.12% New 730 $211K
Advisor OS, LLC 0.02% New 732 $211K
Poplar Forest Capital LLC 0.03% New 731 $211K
Washington Capital Management, Inc. 0.16% New 728 $210K
RDA Financial Network 0.07% New 727 $210K
Ifrah Financial Services, Inc. 0.06% New 726 $209K
Maia Wealth LLC 0.05% New 712 $209K
Trillium Asset Management, LLC 0.01% New 724 $209K
Orrstown Financial Services Inc. 0.06% New 724 $209K
Cable Hill Partners, LLC 0.02% Reduce -27.2% 720 $208K
Gerber Kawasaki Wealth & Investment Management 0.01% New 722 $208K
Jacobsen Capital Management 0.09% New 722 $208K
Dodge & Cox 0.00% New 722 $208K
Asset Allocation Strategies LLC 0.06% New 719 $207K
XML Financial, LLC 0.02% New 710 $205K
Intergy Private Wealth, LLC 0.08% New 710 $205K
GPS Wealth Strategies Group, LLC 0.03% Reduce -6.5% 708 $204K
Klingman & Associates, LLC 0.01% New 706 $204K
PCA Investment Advisory Services Inc. 0.10% New 705 $203K
Nadler Financial Group, Inc. 0.02% New 701 $202K
Leisure Capital Management 0.09% New 699 $202K
Arete Wealth Advisors, LLC 0.02% Reduce -34.3% 698 $201K
Omnia Family Wealth, LLC 0.09% New 693 $200K
Foster Group, Inc. 0.01% New 694 $200K
Carmichael Hill & Associates, Inc. 0.07% No change 679 $196K
United Community Bank 0.08% Add +12.3% 678 $196K
CoreFirst Bank & Trust 0.11% New 675 $195K
American National Bank & Trust 0.02% Reduce -30.2% 661 $191K
Delta Asset Management LLC 0.02% Reduce -0.9% 633 $183K
GW&K Investment Management, LLC 0.00% Add +7.4% 621 $179K
Hazlett, Burt & Watson, Inc. 0.08% Add +7.2% 613 $177K
Anchor Investment Management, LLC 0.02% Reduce -73.5% 578 $167K
Bruce G. Allen Investments, LLC 0.13% Reduce -3.1% 571 $165K
Central Pacific Bank - Trust Division 0.02% No change 570 $164K
Deseret Mutual Benefit Administrators 0.08% Reduce -7.6% 568 $164K
Aviso Financial Inc. 0.01% Reduce -16.3% 565 $163K
Larson Financial Group LLC 0.01% Add +146.7% 565 $163K
Paladin Wealth, LLC 0.14% — 563 $162K
Colonial Trust Co / SC 0.02% Add +189.3% 541 $156K
Ramirez Asset Management, Inc. 0.03% No change 500 $144K
Blue Bell Private Wealth Management, LLC 0.03% Add +2.7% 488 $141K
Hexagon Capital Partners LLC 0.03% Add +21.9% 485 $140K
Union Savings Bank 0.07% Reduce -12.1% 471 $136K
Brown, Lisle/Cummings, Inc. 0.04% No change 470 $136K
Alpine Bank Wealth Management 0.02% — 470 $136K
First Financial Corp. 0.06% No change 468 $135K
First Command Advisory Services, Inc. 0.00% No change 461 $133K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -9.0% 457 $132K
Pinnacle Bancorp, Inc. 0.03% No change 452 $130K
Ashton Thomas Securities, LLC 0.03% New 448 $129K
Bray Capital Advisors 0.03% No change 446 $129K
Cedar Wealth Management, LLC 0.04% No change 443 $128K
Fourpath Capital Management, LLC 0.02% New 442 $127K
Operose Advisors LLC 0.04% No change 429 $124K
Avalon Trust Co 0.01% Reduce -8.6% 426 $123K
General Partner, Inc. 0.08% No change 425 $123K
Kathleen S. Wright Associates Inc. 0.05% No change 420 $121K
Birchbrook, Inc. 0.07% No change 413 $119K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 410 $118K
Carolinas Wealth Consulting LLC 0.02% Reduce -3.5% 409 $118K
Dakota Community Bank & Trust NA 0.59% Reduce -1.9% 409 $118K
Sandy Spring Bank 0.00% No change 409 $118K
Blume Capital Management, Inc. 0.03% Reduce -20.0% 400 $115K
Arcadia Investment Management Corp. 0.02% New 400 $115K
Meeder Asset Management Inc. 0.01% Add +1.9% 382 $110K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 377 $109K
Fortitude Family Office, LLC 0.04% Add +16.8% 368 $106K
Mark Sheptoff Financial Planning, LLC 0.06% No change 361 $104K
Wellington Shields & Co., LLC 0.03% New 361 $104K
Hobbs Group Advisors, LLC 0.04% Reduce -30.1% 348 $100K
AlphaCentric Advisors LLC 0.07% Reduce -3.7% 338 $97K
Mowery & Schoenfeld Wealth Management, LLC 0.15% No change 337 $97K
Bfsg, LLC 0.01% No change 335 $97K
Avion Wealth 0.03% Add +487.7% 335 $96K
Hilltop National Bank 0.03% Add +2.2% 329 $95K
HHM Wealth Advisors, LLC 0.01% Add +9.0% 327 $94K
Hantz Financial Services, Inc. 0.00% Add +6.0% 317 $91K
Indiana Trust & Investment Management Co 0.03% No change 313 $90K
Baldwin Wealth Partners LLC 0.01% Add +64.9% 305 $88K
Logan Capital Management Inc. 0.00% Reduce -37.5% 298 $86K
Richardson Financial Services Inc. 0.05% No change 336 $86K
Colonial Trust Advisors 0.01% Add +20.8% 291 $84K
Private Wealth Management Group, LLC 0.03% Add +0.7% 286 $82K
Earned Wealth Advisors, LLC 0.03% New 285 $82K
Horizons Wealth Management 0.06% No change 282 $81K
Farmers & Merchants Investments Inc. 0.00% No change 282 $81K
Mb, Levis & Associates, LLC 0.04% No change 277 $80K
Concourse Financial Group Securities, Inc. 0.00% Reduce -57.9% 270 $78K
Salomon & Ludwin, LLC 0.01% Add +25.6% 270 $78K
Tortoise Investment Management, LLC 0.01% Add +46.5% 268 $77K
Acima Private Wealth, LLC 0.03% No change 264 $76K
Cove Street Capital, LLC 0.06% New 260 $75K
Granite FO LLC 0.04% New 260 $75K
Crewe Advisors LLC 0.01% Add +2.0% 256 $74K
WR Wealth Planners, LLC 0.02% No change 252 $73K
Riverview Trust Co 0.06% Add +2.1% 247 $71K
Investors Research Corp 0.02% No change 247 $71K
TFC Financial Management, Inc. 0.01% Add +17.6% 240 $69K
Versant Capital Management, Inc 0.02% Add +3.1% 236 $68K
State of Wyoming 0.01% Reduce -34.0% 233 $67K
OAKMONT Corp 0.01% No change 240 $67K
Boyd Watterson Asset Management LLC 0.02% No change 226 $65K
Bell Investment Advisors, Inc 0.01% No change 224 $65K
PEAK6 Investments LLC 0.00% New 222 $64K
Key Financial Inc 0.01% Add +2.3% 222 $64K
Sachetta, LLC 0.03% No change 220 $64K
Addison Advisors LLC 0.02% No change 215 $62K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $61K
Armstrong Advisory Group, Inc. 0.00% Add +45.4% 205 $59K
Atwood & Palmer Inc. 0.00% Add +57.7% 205 $59K
Hemington Wealth Management 0.02% New 208 $58K
ESL Trust Services, LLC 0.01% Reduce -12.3% 200 $58K
Park Place Capital Corp 0.02% No change 199 $57K
Chilton Capital Management LLC 0.00% Add +94.1% 198 $57K
Tompkins Financial Corp. 0.01% No change 189 $55K
Raleigh Capital Management Inc. 0.02% Add +16.1% 188 $54K
Oarsman Capital, Inc. 0.01% New 186 $54K
Old Second National Bank of Aurora 0.01% No change 180 $52K
Beacon Capital Management, LLC 0.01% Add +84.5% 179 $52K
JNBA Financial Advisors 0.01% Reduce -2.7% 179 $52K
GoalVest Advisory LLC 0.01% Add +97.8% 178 $51K
Northwest Investment Counselors, LLC 0.01% New 177 $51K
Main Street Group, LTD 0.02% Add +21.4% 176 $51K
Annapolis Financial Services, LLC 0.01% Add +1.2% 175 $50K
Rosenberg Matthew Hamilton 0.01% No change 167 $48K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -97.5% 164 $47K
First United Bank & Trust 0.02% Reduce -10.9% 163 $47K
Bangor Savings Bank 0.00% No change 162 $47K
Archer Investment Corp 0.01% Add +39.5% 159 $46K
Hollencrest Capital Management 0.00% Add +12.6% 152 $44K
Intelligent Financial Strategies 0.02% No change 149 $43K
Northwest Financial Advisors 0.03% New 148 $43K
Clean Yield Group 0.01% Add +10.4% 148 $43K
Gables Capital Management Inc. 0.02% No change 140 $40K
Elevation Wealth Partners, LLC 0.02% No change 140 $40K
BOK Financial Private Wealth, Inc. 0.00% No change 137 $40K
Castleview Partners, LLC 0.02% Reduce -45.2% 137 $40K
SOA Wealth Advisors, LLC. 0.01% No change 133 $38K
Providence Capital Advisors, LLC 0.01% No change 131 $38K
Atlantic Private Wealth, LLC 0.03% New 125 $36K
Kimelman & Baird, LLC 0.00% No change 125 $36K
Bank & Trust Co 0.03% Reduce -10.1% 124 $36K
Tradewinds Capital Management, LLC 0.01% No change 123 $35K
Eagle Bay Advisors LLC 0.01% Reduce -8.3% 122 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 117 $34K
Covestor Ltd 0.02% Add +4.5% 116 $33K
West Paces Advisors Inc. 0.01% Reduce -24.7% 113 $33K
Sunbelt Securities, Inc. 0.00% Add +38.3% 112 $32K
Wellington Shields Capital Management, LLC 0.01% New 112 $32K
Glen Eagle Advisors, LLC 0.01% No change 111 $32K
FinTrust Capital Advisors, LLC 0.01% No change 111 $32K
Atticus Wealth Management, LLC 0.01% Reduce -2.6% 110 $32K
Sugarloaf Wealth Management, LLC 0.01% No change 109 $31K
Navera Investment Management Ltd. 0.00% No change 108 $31K
Truvestments Capital LLC 0.01% New 106 $30K
Valued Wealth Advisors LLC 0.02% Add +33.3% 104 $30K
New Age Alpha Advisors, LLC 0.02% Add +164.1% 103 $30K
IMA Advisory Services, Inc. 0.01% New 102 $30K
Bogart Wealth, LLC 0.00% No change 102 $29K
Kozak & Associates, Inc. 0.01% New 100 $29K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $29K
Raelipskie Partnership 0.01% New 100 $29K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% New 100 $29K
Laurel Wealth Advisors LLC 0.00% No change 99 $29K
City Holding Co. 0.00% Reduce -1.0% 99 $29K
Beutel, Goodman & Co Ltd. 0.00% New 100 $28K
Abound Wealth Management 0.01% Add +47.0% 97 $28K
Continuum Advisory, LLC 0.00% Add +56.5% 97 $28K
Financial Perspectives, Inc 0.01% No change 94 $27K
Planning Capital Management Corp 0.02% Reduce -56.9% 90 $26K
Capital Advisors, Ltd. LLC 0.00% Add +7.3% 88 $25K
Clearstead Trust, LLC 0.01% No change 80 $23K
Reston Wealth Management LLC 0.01% New 77 $22K
Canton Hathaway, LLC 0.01% New 76 $22K
Cherry Tree Wealth Management, LLC 0.01% No change 76 $22K
Altshuler Shaham Ltd 0.00% New 74 $21K
Northwest Bank & Trust Co 0.02% No change 72 $21K
Trifecta Capital Advisors, LLC 0.00% Add +317.6% 71 $20K
Mascoma Wealth Management LLC 0.01% No change 69 $20K
Mendota Financial Group, LLC 0.01% Add +1.5% 66 $19K
Toth Financial Advisory Corp. 0.00% No change 65 $19K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -27.0% 65 $19K
Legend Financial Advisors, Inc. 0.01% Reduce -55.3% 63 $18K
Northwest Capital Management Inc 0.01% No change 59 $17K
Iron Horse Wealth Management, LLC 0.01% Add +247.1% 59 $17K
Redmont Wealth Advisors LLC 0.03% No change 58 $17K
West Branch Capital LLC 0.01% Reduce -89.0% 58 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% New 56 $16K
Proffitt & Goodson Inc. 0.00% Reduce -34.9% 56 $16K
Chesapeake Asset Management LLC 0.01% Add +8.0% 54 $16K
Copeland Capital Management, LLC 0.00% New 54 $16K
PFG Private Wealth Management, LLC 0.01% No change 53 $15K
Barrett & Company, Inc. 0.01% Reduce -39.3% 51 $15K
Painted Porch Advisors LLC 0.01% No change 49 $14K
Acadian Asset Management LLC 0.00% Reduce -99.6% 50 $14K
MidAtlantic Capital Management, Inc. 0.01% No change 48 $14K
Raffa Wealth Management, LLC 0.00% No change 48 $14K
Cassady Schiller Wealth Management, LLC 0.01% No change 47 $14K
Frazier Financial Advisors, LLC 0.01% Reduce -11.5% 46 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 48 $13K
Sound Income Strategies, LLC 0.00% Reduce -23.7% 45 $13K
Westside Investment Management, Inc. 0.00% No change 46 $13K
Clear Point Advisors Inc. 0.01% No change 44 $13K
Cornerstone Planning Group LLC 0.00% Add +4.9% 43 $12K
Red Tortoise LLC 0.01% No change 39 $11K
Harbor Capital Advisors, Inc. 0.00% New 37 $11K
Bay Harbor Wealth Management, LLC 0.00% New 37 $11K
Cedar Mountain Advisors, LLC 0.00% No change 36 $10K
Albion Financial Group 0.00% No change 35 $10K
Aspect Partners, LLC 0.01% Add +16.7% 35 $10K
DT Investment Partners, LLC 0.00% No change 35 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 35 $10K
Ulland Investment Advisors, LLC 0.01% No change 35 $10K
Keener Financial Planning LLC 0.01% No change 36 $10K
Tsfg, LLC 0.00% No change 35 $10K
Dunhill Financial, LLC 0.01% Add +3.0% 34 $10K
Coppell Advisory Solutions LLC 0.00% Reduce -56.5% 30 $9K
Silicon Valley Capital Partners 0.00% No change 28 $8K
Centennial Bank 0.00% No change 27 $8K
First PREMIER Bank 0.00% No change 25 $7K
TD Capital Management LLC 0.00% New 24 $7K
Plante Moran Financial Advisors, LLC 0.00% Add +175.0% 22 $6K
1620 Investment Advisors, Inc. 0.00% No change 21 $6K
Carolina Wealth Advisors, LLC 0.00% New 20 $6K
Ruedi Wealth Management, Inc. 0.00% Reduce -24.0% 19 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 19 $5K
William B. Walkup & Associates, Inc. 0.00% Add +70.0% 17 $5K
North Star Investment Management Corp. 0.00% No change 17 $5K
New Millennium Group LLC 0.00% Add +6.3% 17 $5K
Stephens Consulting, LLC 0.00% Reduce -36.0% 16 $5K
Claris Advisors, LLC / Mo / 0.00% New 15 $4K
Fairscale Capital, LLC 0.00% No change 14 $4K
Financial Network Wealth Advisors LLC 0.00% Add +133.3% 14 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 13 $4K
C M Bidwell & Associates Ltd. 0.00% New 13 $4K
Peterson Financial Group, Inc. 0.01% New 13 $4K
Burkett Financial Services, LLC 0.00% New 12 $3K
Strengthening Families & Communities, LLC 0.00% Reduce -58.6% 12 $3K
Adirondack Trust Co. 0.00% No change 11 $3K
Breakwater Investment Management 0.00% Reduce -88.2% 10 $3K
Highline Wealth Partners LLC 0.00% Reduce -16.7% 10 $3K
Global Wealth Strategies & Associates 0.00% No change 9 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 9 $3K
Legacy Investment Solutions, LLC 0.00% — 9 $3K
Legacy Wealth Managment, LLC 0.00% — 9 $3K
Westend Capital Management, LLC 0.00% No change 8 $2K
Motco 0.00% No change 8 $2K
WealthCollab, LLC 0.00% No change 7 $2K
Voisard Asset Management Group, Inc. 0.00% New 7 $2K
Studio Investment Management LLC 0.00% New 6 $2K
Talon Private Wealth, LLC 0.00% — 6 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
PSI Advisors, LLC 0.00% No change 5 $1K
Spectrum Wealth Counsel, LLC 0.00% New 5 $1K
ClariVest Asset Management LLC 0.00% No change 5 $1K
Horizon Financial Services, LLC 0.00% No change 4 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 4 $1K
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $865
First Personal Financial Services 0.00% New 2 $577
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $289
Financial Gravity Companies, Inc. 0.00% — 1 $288
Y.D. More Investments Ltd 0.00% Add +16.3% 250 $194
Pathway Financial Advisers, LLC 0.00% Add +28765.7% 28,577 $99

"% of holder's portfolio" is CB's weight in each manager's 13F, not the share of Chubb Ltd. the manager owns.