ChubbCB

13F holders, Q4 2024 (December 31)
1,900holders +96
99new positions
94sold out
11famous investors
$276.15avg. 13F price*

At the end of Q4 2024, 1,900 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 96 from Q3 2024. 99 opened new positions and 94 sold out. The largest holders were Vanguard Group Inc. ($10.1B), BlackRock, Inc. ($7.8B) and Berkshire Hathaway ($7.5B). 11 famous investors held it, including Warren Buffett (2.8% of Berkshire Hathaway's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.3% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions99$246.1M
Exits94$361.5M

All 13F filers, Q3 2024 → Q4 2024: 13,334,953 shares bought and 14,460,136 shares sold, net −1,125,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,900 holders

Vanguard Group Inc. 0.18% Add +0.8% 36,453,481 $10.1B
BlackRock, Inc. 0.16% Add +1.4% 28,344,466 $7.8B
Berkshire Hathaway 2.80% No change 27,033,784 $7.5B
State Street Corp. 0.19% Add +1.0% 17,447,936 $4.8B
T. Rowe Price Associates Inc. 0.52% Reduce -5.4% 16,406,884 $4.5B
FMR LLC 0.26% Add +0.6% 15,668,377 $4.3B
Capital World Investors 0.48% Add +1.9% 11,481,301 $3.2B
Capital Research Global Investors 0.51% Add +1.5% 8,893,963 $2.5B
Geode Capital Management, LLC 0.18% Add +0.2% 8,618,539 $2.4B
Wellington Management Group LLP 0.43% Reduce -4.3% 8,536,628 $2.4B
Massachusetts Financial Services Co. 0.69% Reduce -9.7% 7,873,377 $2.2B
Morgan Stanley 0.12% Add +4.8% 6,370,501 $1.8B
JPMorgan Chase & Co. 0.14% Reduce -7.7% 6,324,823 $1.7B
Capital International Investors 0.31% Reduce -16.5% 6,008,440 $1.7B
Wells Fargo & Company 0.39% Reduce -1.1% 5,867,039 $1.6B
GQG Partners LLC 1.82% Add +36.3% 4,429,720 $1.2B
Royal Bank of Canada 0.26% Add +46.9% 4,406,052 $1.2B
Ameriprise Financial Inc. 0.31% Reduce -8.4% 4,391,931 $1.2B
Norges Bank 0.15% Add +2.6% 4,233,515 $1.2B
Bank of America Corp. 0.11% Reduce -5.7% 4,205,698 $1.2B
Raymond James Financial Inc. 0.43% — 4,194,339 $1.2B
Northern Trust Corp. 0.15% Add +15.3% 3,923,754 $1.1B
Deutsche Bank AG 0.39% Add +9.2% 3,603,145 $995.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +15.4% 2,753,719 $760.9M
Legal & General Group Plc 0.19% Reduce -5.2% 2,648,526 $731.8M
Invesco Ltd. 0.13% Add +6.6% 2,599,581 $718.3M
UBS Group AG 0.16% Add +2.0% 2,566,698 $709.2M
Dimensional Fund Advisors LP 0.15% Add +0.5% 2,328,742 $643.4M
Bank of New York Mellon Corp 0.12% Reduce -0.6% 2,326,176 $642.7M
Charles Schwab Investment Management Inc. 0.11% Add +2.1% 2,235,155 $617.6M
Goldman Sachs Group Inc. 0.11% Add +4.6% 2,105,541 $581.8M
First Trust Advisors LP 0.47% Add +6.5% 1,920,692 $530.7M
Boston Partners 0.59% Reduce -19.5% 1,763,195 $486.8M
Nuveen Asset Management, LLC 0.13% Reduce -24.9% 1,650,892 $456.1M
Lazard Asset Management LLC 0.68% Reduce -11.3% 1,548,826 $427.9M
Barclays PLC 0.21% Reduce -12.8% 1,546,755 $427.4M
Ontario Teachers Pension Plan Board 5.47% Reduce -44.6% 1,424,620 $393.6M
Principal Financial Group Inc. 0.21% Reduce -2.4% 1,363,098 $376.6M
California Public Employees Retirement System 0.25% Add +1.1% 1,350,381 $373.1M
Amundi 0.12% Add +8.1% 1,308,179 $348.8M
Fayez Sarofim & Co 0.84% Add +4.7% 1,256,098 $347.1M
Schroder Investment Management Group 0.32% Add +0.5% 1,218,918 $335.7M
AQR Capital Management 0.42% Add +4.2% 1,179,045 $325.7M
Envestnet Asset Management Inc. 0.10% Add +5.2% 1,150,039 $317.8M
Davis Selected Advisers 1.76% Reduce -7.1% 1,095,002 $302.5M
Swiss National Bank 0.20% Reduce -5.3% 1,084,591 $299.7M
Beutel, Goodman & Co Ltd. 1.51% Add +1007698.0% 1,007,798 $278.5M
Altrinsic Global Advisors LLC 13.38% Reduce -2.1% 1,000,523 $276.4M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -1.0% 989,382 $273.4M
Alliancebernstein L.P. 0.09% Add +129.9% 956,522 $264.3M
Mycio Wealth Partners, LLC 62.22% Reduce -0.5% 939,579 $259.6M
PNC Financial Services Group, Inc. 0.17% Reduce -1.5% 911,447 $251.8M
Jennison Associates LLC 0.15% Reduce -15.9% 895,344 $247.4M
National Pension Service 0.21% Add +0.2% 814,607 $225.1M
Cullen Capital Management, LLC 2.55% Reduce -3.6% 790,951 $218.5M
Polar Capital Holdings Plc 1.14% Reduce -10.9% 735,000 $203.1M
ProShare Advisors LLC 0.45% Reduce -4.5% 717,922 $198.4M
Stifel Financial Corp. 0.20% Add +0.2% 684,986 $189.3M
Rhumbline Advisers 0.17% Reduce -1.0% 683,933 $189.0M
Robeco Institutional Asset Management B.V. 0.36% Add +8.9% 683,340 $188.8M
BNP Paribas Financial Markets 0.15% Add +18.3% 677,861 $187.3M
New York State Common Retirement Fund 0.25% Reduce -0.3% 662,744 $183.1M
US Bancorp \de 0.23% Add +2.6% 632,967 $174.9M
Bank of Montreal 0.09% Reduce -6.2% 623,765 $172.3M
Cooke & Bieler LP 1.65% Add +4.0% 620,831 $171.5M
Natixis Advisors, LLC 0.32% Add +3.0% 613,047 $169.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +8.3% 617,920 $167.9M
Ensign Peak Advisors, Inc 0.30% Reduce -6.1% 607,616 $167.9M
California State Teachers Retirement System 0.20% Reduce -4.8% 606,265 $167.5M
Corient Private Wealth LP 0.28% Reduce -1.1% 603,060 $166.4M
Lord, Abbett & Co. LLC 0.54% Reduce -0.1% 593,078 $163.9M
Manufacturers Life Insurance Company, The 0.14% Reduce -22.4% 590,567 $163.2M
Lansforsakringar Fondforvaltning AB (publ) 0.61% — 581,710 $160.7M
Confluence Investment Management LLC 2.21% Reduce -2.0% 575,879 $159.1M
Caisse de depot et placement du Quebec 0.31% Reduce -54.1% 538,303 $148.7M
Clark Capital Management Group, Inc. 1.03% Add +21.0% 534,801 $147.8M
DNB Asset Management AS 0.59% Reduce -11.8% 495,001 $136.8M
Barrow Hanley Mewhinney & Strauss LLC 0.45% Reduce -2.2% 473,635 $130.9M
Van Lanschot Kempen Investment Management N.V. 1.27% Add +18.0% 461,027 $127.4M
JARISLOWSKY, FRASER Ltd 0.74% Reduce -1.2% 456,532 $126.1M
Evercore Wealth Management, LLC 1.88% Add +0.7% 453,852 $125.4M
HSBC Holdings PLC 0.08% Add +7.9% 451,554 $124.7M
Davis Asset Management, L.P. 5.07% No change 450,000 $124.3M
Boston Trust Walden Corp 0.87% Reduce -0.2% 447,137 $123.5M
Troy Asset Management Ltd 3.81% Reduce -0.2% 418,429 $115.6M
Welch & Forbes LLC 1.44% Reduce -0.5% 405,865 $112.1M
Glenmede Trust Co. NA 0.57% Reduce -8.4% 405,531 $112.0M
CANADA LIFE ASSURANCE Co 0.19% Add +0.1% 404,214 $111.7M
Storebrand Asset Management As 0.34% Reduce -2.3% 402,562 $111.2M
Cincinnati Insurance Co. 1.92% No change 393,738 $108.8M
Canada Pension Plan Investment Board 0.10% Reduce -1.7% 392,809 $108.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.22% — 392,510 $108.5M
Thrivent Financial for Lutherans 0.21% Reduce -11.2% 386,124 $106.7M
Victory Capital Management Inc. 0.11% Add +19.5% 385,196 $106.4M
Bank of Nova Scotia 0.18% Add +675.2% 378,641 $104.6M
State Board of Administration of Florida Retirement System 0.20% Reduce -3.1% 377,666 $104.3M
LPL Financial LLC 0.04% Add +7.6% 375,105 $103.6M
Allianz Asset Management GmbH 0.15% Add +12.2% 367,528 $101.5M
Regions Financial Corp. 0.74% Reduce -0.1% 366,960 $101.4M
Cincinnati Financial Corp. 2.20% No change 362,902 $100.3M
Huntington National Bank 0.94% Add +1.7% 359,566 $99.3M
Citigroup Inc. 0.09% Reduce -12.8% 352,931 $97.5M
Nordea Investment Management AB 0.10% Reduce -12.6% 345,673 $95.3M
Russell Investments Group, Ltd. 0.13% Add +7.7% 341,924 $94.5M
Rathbones Group PLC 0.45% Add +0.1% 334,223 $92.3M
Qube Research & Technologies Ltd 0.15% Add +399.4% 323,405 $89.4M
New York State Teachers Retirement System 0.19% Reduce -4.1% 323,245 $89.3M
Vest Financial, LLC 1.58% Add +12.6% 322,904 $89.2M
Nisa Investment Advisors, LLC 0.35% Add +259.6% 321,094 $89.0M
Neuberger Berman Group LLC 0.07% Reduce -3.4% 320,472 $88.5M
Homestead Advisers Corp 2.08% Reduce -33.3% 312,011 $86.2M
Cannell & Spears LLC 1.77% Reduce -8.8% 311,060 $85.9M
Agf Management Ltd. 0.43% Add +9.1% 310,612 $85.8M
Franklin Resources Inc. 0.02% Reduce -3.7% 310,121 $85.7M
DekaBank Deutsche Girozentrale 0.16% No change 354,484 $84.5M
APG Asset Management N.V. 0.23% Add +386.3% 309,795 $82.7M
Federated Hermes, Inc. 0.18% Add +0.5% 295,231 $81.6M
Brown Advisory Inc. 0.10% Add +214.2% 284,860 $78.7M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Add +18.9% 280,700 $77.6M
Cornerstone Investment Partners, LLC 3.83% Reduce -0.1% 279,067 $77.1M
Wealth Enhancement Advisory Services, LLC 0.15% Add +23.0% 277,972 $76.8M
Korea Investment CORP 0.18% Reduce -26.9% 271,518 $75.0M
Swedbank AB 0.09% Add +2.6% 266,074 $73.5M
Cerity Partners LLC 0.16% Reduce -11.9% 259,952 $72.7M
Nomura Asset Management Co. Ltd. 0.22% Add +0.5% 260,483 $72.0M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -24.4% 260,283 $71.9M
TD Asset Management Inc 0.06% Add +30.1% 260,181 $71.9M
HighTower Advisors, LLC 0.10% Add +10.4% 259,290 $71.6M
Janney Montgomery Scott LLC 0.20% Add +5.9% 257,400 $71.1M
Cacti Asset Management LLC 5.32% No change 257,466 $70.9M
Todd Asset Management LLC 1.66% Add +1.6% 250,237 $69.1M
Davis R M Inc. 1.32% Add +0.4% 245,403 $67.8M
TCTC Holdings, LLC 2.41% Add +0.1% 243,176 $67.2M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -8.4% 242,751 $67.1M
Danske Bank A/S 0.20% Add +18.4% 242,524 $67.0M
D.A. Davidson & Co. 0.54% Add +2.1% 240,268 $66.4M
London Co. of Virginia 0.36% Reduce -2.9% 239,783 $66.3M
Bartlett & Co. Wealth Management LLC 0.95% Add +1.9% 235,495 $65.3M
Squarepoint Ops LLC 0.17% Add +352.5% 235,166 $65.0M
STRS Ohio 0.26% Reduce -1.6% 233,689 $64.6M
State of Wisconsin Investment Board 0.16% Reduce -3.8% 226,982 $62.7M
Calamos Advisors LLC 0.42% Add +0.2% 225,510 $62.3M
LGT Group Foundation 0.96% Add +6.7% 224,482 $62.0M
Evelyn Partners Investment Management LLP 2.01% — 223,921 $61.9M
Prana Capital Management, LP 2.94% New 222,996 $61.6M
Retirement Systems of Alabama 0.23% Reduce -0.5% 222,700 $61.5M
Brandywine Global Investment Management, LLC 0.44% Reduce -7.3% 220,101 $60.8M
Royal London Asset Management Ltd. 0.15% Add +2.2% 219,418 $60.6M
Teachers Retirement System of the State of Kentucky 0.52% Add +0.8% 214,387 $59.2M
Rockefeller Capital Management L.P. 0.15% Add +3.2% 213,632 $59.0M
Oldfield Partners LLP 16.93% Reduce -22.6% 211,300 $58.4M
Commerce Bank 0.35% Reduce -7.5% 204,012 $56.4M
Baird Financial Group, Inc. 0.11% Add +3.3% 202,722 $56.0M
Jupiter Asset Management Ltd. 0.55% Reduce -9.9% 202,535 $56.0M
Treasurer of the State of North Carolina 0.22% Add +6.2% 200,730 $55.5M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -2.3% 200,093 $55.3M
Financial Counselors Inc. 0.80% Add +0.8% 198,929 $55.0M
Personal Cfo Solutions, LLC 10.53% Reduce -0.0% 193,753 $53.5M
Asset Management One Co., Ltd. 0.18% Add +0.2% 191,831 $53.3M
Marshall Wace, LLP 0.07% Add +1767.1% 191,507 $52.9M
Truist Financial Corp. 0.08% Add +3.9% 191,111 $52.8M
Pictet Asset Management Holding SA 0.06% Reduce -5.3% 190,578 $52.7M
Fifth Third Bancorp 0.19% Reduce -4.4% 189,359 $52.3M
William Blair Investment Management, LLC 0.13% Add +0.5% 186,045 $51.4M
Schwartz Investment Counsel Inc. 1.84% No change 185,050 $51.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +1.4% 183,922 $50.8M
Sei Investments Co. 0.07% Reduce -0.6% 183,751 $50.8M
ZWJ Investment Counsel Inc. 2.06% Add +2.1% 180,784 $50.0M
Cambiar Investors LLC 1.97% Reduce -3.5% 179,500 $49.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +4.1% 178,990 $49.5M
CIBC Private Wealth Group LLC 0.09% Reduce -1.4% 185,052 $49.3M
Public Employees Retirement System of Ohio 0.17% Reduce -3.9% 178,114 $49.2M
Aviva PLC 0.13% Reduce -1.8% 175,349 $48.4M
Great Lakes Advisors, LLC 0.41% Reduce -2.8% 173,502 $47.9M
Capital International, Inc. 0.54% Add +15.2% 165,818 $45.8M
Clearbridge Investments, LLC 0.04% Reduce -2.6% 165,604 $45.8M
Mn Services Vermogensbeheer B.V. 0.30% Add +2.4% 161,170 $44.5M
WestEnd Advisors, LLC 1.12% Add +5286133.3% 158,587 $43.8M
Grandfield & Dodd, LLC 2.68% Add +0.1% 157,299 $43.5M
Smith Chas P & Associates Pa Cpas 2.50% Add +0.9% 157,205 $43.4M
KLP Kapitalforvaltning As 0.20% — 151,302 $42.0M
Canoe Financial LP 0.67% Reduce -0.4% 149,627 $41.3M
MAI Capital Management 0.31% Add +1.0% 148,822 $41.1M
Willis Investment Counsel 2.67% Add +1.0% 147,367 $40.7M
Susquehanna International Group, LLP 0.06% Reduce -56.8% 145,505 $40.2M
State of Tennessee, Department of Treasury 0.15% Reduce -4.2% 145,079 $40.1M
State of New Jersey Common Pension Fund D 0.16% Reduce -1.4% 142,789 $39.5M
Handelsbanken Fonder AB 0.15% Add +9.3% 141,745 $39.2M
Woodley Farra Manion Portfolio Management Inc. 1.90% Add +1.0% 137,831 $38.2M
Tredje AP-fonden 0.34% Reduce -2.0% 138,070 $38.1M
Capital International Sarl 0.88% Add +8.2% 137,330 $37.9M
First Manhattan Co. Llc. 0.11% Add +3.5% 125,364 $37.6M
Tocqueville Asset Management L.P. 0.58% Add +8.2% 133,566 $36.9M
Country Trust Bank 0.92% Reduce -11.0% 132,993 $36.7M
Rafferty Asset Management, LLC 0.13% Add +3.9% 132,265 $36.5M
Roffman Miller Associates Inc. 2.21% Add +0.6% 130,336 $36.0M
Steward Partners Investment Advisory, LLC 0.32% Add +4.9% 129,290 $35.7M
&partners 0.43% Add +59.9% 130,422 $35.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -49.5% 127,833 $35.3M
Polaris Capital Management, LLC 1.70% Reduce -3.5% 127,469 $35.2M
Creative Planning 0.03% Reduce -3.8% 127,152 $35.1M
Oppenheimer Asset Management Inc. 0.43% Add +0.3% 126,830 $35.0M
Berkshire Asset Management LLC 1.65% Reduce -1.9% 130,606 $34.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.97% Add +0.7% 123,601 $34.2M
Rockland Trust Co. 1.69% Add +1.6% 120,378 $33.3M
Factory Mutual Insurance Co. 0.36% No change 120,200 $33.2M
Main Street Research LLC 2.05% Add +1.9% 118,621 $32.9M
Jane Street Group, LLC 0.05% Reduce -59.6% 113,582 $31.4M
Sit Investment Associates Inc. 0.71% Reduce -3.2% 112,499 $31.1M
Arizona State Retirement System 0.19% Add +0.3% 110,902 $30.6M
Mariner, LLC 0.05% Add +1.8% 110,580 $30.6M
NorthCrest Asset Manangement, LLC 0.91% Add +0.1% 110,193 $30.4M
M&T Bank Corp 0.10% Reduce -1.4% 110,077 $30.4M
Citadel Advisors 0.03% Add +935.8% 109,252 $30.2M
Impax Asset Management Group plc 0.14% Add +18.6% 108,327 $29.9M
Klingenstein Fields & Co. LP 1.21% Reduce -0.8% 108,237 $29.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.30% Add +2.8% 106,164 $29.3M
Tudor Investment Corporation 0.30% Add +299.8% 102,565 $28.3M
Pathstone Holdings, LLC 0.13% Reduce -0.4% 102,480 $28.3M
State of Michigan Retirement System 0.15% Reduce -0.5% 101,787 $28.1M
Peapack Gladstone Financial Corp. 0.41% Add +0.0% 101,768 $28.1M
Chilton Investment Co. Inc. 0.71% Add +177.6% 100,341 $27.7M
Corebridge Financial, Inc. 0.15% Reduce -4.1% 100,311 $27.7M
Credit Agricole S A 0.09% Add +82.8% 100,001 $27.6M
MetLife Investment Management, LLC 0.15% Add +1.6% 99,747 $27.6M
Chesley Taft & Associates LLC 1.27% Add +0.7% 99,281 $27.4M
Twinbeech Capital LP 0.46% New 98,156 $27.1M
Howland Capital Management LLC 1.19% Reduce -3.0% 97,672 $27.1M
Unio Capital LLC 9.68% Add +45.9% 97,950 $27.1M
Public Sector Pension Investment Board 0.11% Add +48.4% 97,313 $26.9M
Bradley Foster & Sargent Inc. 0.45% Reduce -0.1% 97,136 $26.8M
MassMutual Private Wealth & Trust, FSB 0.74% Add +3.0% 95,451 $26.4M
Tidal Investments LLC 0.21% Add +57.2% 93,583 $25.9M
St Germain D J Co. Inc. 1.17% Add +1.8% 92,794 $25.6M
Forsta Ap-Fonden 0.18% Reduce -1.5% 92,600 $25.6M
Flputnam Investment Management Co. 0.46% Add +0.9% 92,002 $25.4M
Macquarie Group Ltd. 0.03% Add +9.9% 106,300 $25.4M
Callahan Advisors, LLC 2.38% Reduce -0.4% 91,560 $25.3M
Boston Common Asset Management, LLC 0.74% Add +8.0% 91,460 $25.3M
American Century Companies Inc. 0.01% Reduce -12.1% 91,393 $25.3M
Capital International Ltd. 1.03% Add +3.5% 91,276 $25.2M
Ilmarinen Mutual Pension Insurance Co 0.21% New 90,271 $24.9M
Aristotle Atlantic Partners, LLC 0.78% Reduce -5.9% 89,302 $24.7M
Eagle Ridge Investment Management 2.15% Reduce -0.6% 89,285 $24.7M
Sanctuary Advisors, LLC 0.16% Add +9.1% 89,485 $24.6M
QRG Capital Management, Inc. 0.25% Add +3.5% 87,597 $24.2M
Obermeyer Wealth Partners 1.26% Reduce -0.9% 87,334 $24.1M
PhiloSmith Capital Corp 6.81% Reduce -9.1% 87,000 $24.0M
AMF Tjanstepension AB 0.17% New 85,604 $23.7M
Yousif Capital Management, LLC 0.26% Reduce -3.1% 85,682 $23.7M
Janus Henderson Group PLC 0.01% Add +21.6% 85,112 $23.5M
DDD Partners, LLC 2.86% Reduce -2.3% 84,321 $23.3M
Cetera Investment Advisers 0.05% Add +9.2% 82,257 $22.7M
Wilkins Investment Counsel Inc. 3.28% Reduce -1.0% 82,081 $22.7M
Cullen/Frost Bankers, Inc. 0.31% Reduce -1.3% 81,746 $22.6M
Allspring Global Investments Holdings, LLC 0.04% Add +137.8% 82,758 $22.6M
Czech National Bank 0.21% Add +6.2% 81,282 $22.5M
Moran Wealth Management, LLC 0.71% Add +0.1% 80,843 $22.3M
Commonwealth Equity Services, LLC 0.03% Reduce -0.7% 80,829 $22.3M
Martingale Asset Management L P 0.54% Reduce -6.5% 80,663 $22.3M
Becker Capital Management Inc. 0.72% Add +3.6% 80,028 $22.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -2.5% 79,711 $22.0M
Anchor Capital Advisors LLC 0.62% Reduce -2.9% 78,667 $21.7M
Mercer Global Advisors Inc. 0.05% Reduce -3.0% 78,098 $21.6M
USS Investment Management Ltd 0.16% Reduce -3.5% 77,647 $21.5M
Cresset Asset Management, LLC 0.10% Reduce -24.2% 76,739 $21.3M
Gilder Gagnon Howe & Co. LLC 0.23% Reduce -3.9% 76,867 $21.2M
Voya Investment Management LLC 0.03% Reduce -7.0% 75,515 $20.9M
Amalgamated Bank 0.17% Reduce -3.7% 74,989 $20.7M
NewEdge Advisors, LLC 0.12% Add +10.3% 74,911 $20.7M
Badgley Phelps Wealth Managers, LLC 0.48% Add +0.1% 74,291 $20.6M
National Bank of Canada 0.03% Reduce -71.8% 74,321 $20.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +14.2% 73,520 $20.3M
Ingalls & Snyder LLC 0.80% Add +1.2% 72,946 $20.2M
Renaissance Technologies 0.03% New 71,999 $19.9M
Abner Herrman & Brock LLC 2.46% Add +0.7% 71,702 $19.8M
Payden & Rygel 1.70% Reduce -8.1% 71,370 $19.7M
Nepsis Inc. 4.87% Reduce -21.1% 58,523 $19.5M
KBC Group NV 0.05% Reduce -59.8% 70,120 $19.4M
Guggenheim Capital LLC 0.16% Reduce -3.0% 70,070 $19.4M
Daiichi Life Insurance Co., Ltd. 0.53% Add +0.5% 69,444 $19.2M
Rwa Wealth Partners, LLC 0.23% Add +297.7% 68,859 $19.0M
Oak Associates Ltd. 1.31% Add +0.0% 68,681 $19.0M
Osaic Holdings, Inc. 0.04% Add +31.1% 85,797 $18.8M
Assetmark, Inc. 0.05% Add +1.0% 67,389 $18.6M
O'shaughnessy Asset Management, LLC 0.16% Add +10.5% 67,235 $18.6M
Florida Trust Wealth Management Co 0.59% Add +0.2% 67,199 $18.6M
Utah Retirement Systems 0.20% Add +0.5% 67,179 $18.6M
Vontobel Holding Ltd. 0.06% Add +224.6% 66,085 $18.3M
LSV Asset Management 0.04% Add +0.0% 66,020 $18.2M
Varma Mutual Pension Insurance Co 0.14% Reduce -24.7% 65,721 $18.2M
Amplius Wealth Advisors, LLC 1.86% Add +9.4% 65,669 $18.1M
Mediolanum International Funds Ltd 0.23% Add +31.4% 65,757 $18.1M
Connors Investor Services Inc. 1.69% Reduce -1.8% 65,331 $18.1M
Compagnie Lombard Odier SCmA 0.26% Reduce -26.4% 64,908 $17.9M
Mackenzie Financial Corp. 0.02% Reduce -2.8% 64,466 $17.8M
Avantax Advisory Services, Inc. 0.11% Add +9.9% 63,472 $17.5M
Asset Advisors Investment Management, LLC 1.82% Reduce -1.6% 62,969 $17.4M
Allworth Financial LP 0.10% Add +551.9% 64,684 $17.4M
Curi Capital, LLC 0.40% Reduce -16.1% 62,133 $17.2M
Bailard, Inc. 0.44% Reduce -0.8% 61,942 $17.1M
NorthCoast Asset Management LLC 0.08% Add +6.0% 61,689 $17.0M
Cibc World Market Inc. 0.04% Reduce -9.0% 61,660 $17.0M
CIBC Asset Management Inc 0.06% Add +2.2% 60,833 $16.8M
TD Waterhouse Canada Inc. 0.14% Add +20.8% 60,758 $16.8M
Cibc World Markets Corp. 0.10% Reduce -18.8% 59,532 $16.4M
Captrust Financial Advisors 0.05% Add +5.8% 59,111 $16.3M
Police & Firemen's Retirement System of New Jersey 0.16% — 58,850 $16.3M
Kanawha Capital Management LLC 1.27% Add +2.6% 58,629 $16.2M
ExodusPoint Capital Management, LP 0.17% Add +49.8% 58,502 $16.2M
Blair William & Co. 0.05% Add +7.6% 58,166 $16.1M
Glenview Trust Co 0.30% Reduce -16.3% 58,054 $16.0M
Pittenger & Anderson Inc. 0.58% Reduce -3.1% 58,022 $16.0M
Nemes Rush Group LLC 1.98% Add +5.8% 57,919 $16.0M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -44.0% 57,789 $16.0M
Beese Fulmer Investment Management, Inc. 1.36% Add +0.7% 57,551 $15.9M
Ethic Inc. 0.32% Add +47.0% 57,451 $15.9M
TCV Trust & Wealth Management, Inc. 1.46% Reduce -1.4% 57,302 $15.8M
Xponance LLC 0.14% Add +4.6% 57,202 $15.8M
Talaria Asset Management Pty Ltd 4.07% — 57,200 $15.8M
Eagle Rock Investment Company, LLC 2.62% Reduce -0.0% 56,936 $15.7M
Diversified Trust Co. 0.38% Add +30.7% 55,866 $15.4M
SouthState Bank Corp 0.99% Add +1.3% 54,891 $15.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +7.2% 54,543 $15.1M
Ieq Capital, LLC 0.15% Add +45.8% 54,366 $15.0M
Teacher Retirement System of Texas 0.05% Reduce -23.1% 53,807 $14.9M
Talbot Financial, LLC 1.76% Add +2.3% 53,666 $14.8M
Torray Investment Partners LLC 2.12% No change 53,497 $14.8M
LS Investment Advisors, LLC 2.14% Add +0.1% 52,829 $14.6M
PGGM Investments 0.19% No change 52,366 $14.5M
Capital Group Private Client Services, Inc. 0.13% Reduce -1.0% 52,275 $14.4M
Azimuth Capital Investment Management LLC 0.56% Reduce -0.7% 52,252 $14.4M
WASHINGTON TRUST Co 0.52% Reduce -1.6% 52,227 $14.4M
Daiwa Securities Group Inc. 0.06% Add +6.6% 51,762 $14.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +4.6% 51,407 $14.2M
River Road Asset Management, LLC 0.19% Reduce -15.7% 51,274 $14.2M
Gotham Asset Management 0.13% Add +27.1% 50,989 $14.1M
MML Investors Services, LLC 0.05% Add +6.8% 50,971 $14.1M
SG Americas Securities, LLC 0.06% Reduce -28.9% 50,634 $14.0M
New York Life Investment Management LLC 0.14% Add +0.6% 50,281 $13.9M
Atria Investments, Inc 0.17% Add +3.2% 49,268 $13.6M
Pacer Advisors, Inc. 0.03% Add +14.3% 49,206 $13.6M
Intech Investment Management LLC 0.13% Add +203.2% 49,057 $13.6M
Gradient Investments LLC 0.27% Reduce -1.1% 49,033 $13.5M
Fogel Capital Management, Inc. 6.75% Add +3.0% 48,608 $13.4M
CCM Investment Advisers LLC 1.48% Reduce -1.2% 48,585 $13.4M
Benjamin Edwards Inc. 0.19% Add +0.3% 47,461 $13.1M
Zevin Asset Management LLC 1.93% Add +15.2% 47,370 $13.1M
Railway Pension Investments Ltd 0.17% Add +1.9% 47,200 $13.0M
Nissay Asset Management Corp. /Japan 0.08% Reduce -1.4% 46,911 $13.0M
Prudential Financial Inc. 0.02% Reduce -26.8% 47,112 $13.0M
Carnegie Investment Counsel 0.37% Reduce -1.1% 46,862 $12.9M
Camden National Bank 1.93% Reduce -2.3% 46,598 $12.9M
First Merchants Corp. 0.49% Reduce -0.5% 46,113 $12.7M
Estabrook Capital Management 1.96% Reduce -0.7% 45,818 $12.7M
New Age Alpha Advisors, LLC 0.51% Add +43904.8% 45,325 $12.5M
Crossmark Global Holdings, Inc. 0.23% Add +104.7% 45,082 $12.5M
Bright Rock Capital Management, LLC 2.65% Add +28.6% 45,000 $12.4M
Mutual of America Capital Management LLC 0.13% Reduce -2.9% 44,911 $12.4M
SlateStone Wealth, LLC 1.21% Add +5.4% 44,600 $12.3M
Wealthfront Advisers LLC 0.03% Add +3.9% 43,106 $11.9M
State of Alaska, Department of Revenue 0.13% Reduce -6.2% 42,764 $11.8M
Vanguard Personalized Indexing Management, LLC 0.18% Add +7.5% 42,708 $11.8M
AXA S.A. 0.04% Reduce -28.6% 42,468 $11.7M
Dupont Capital Management Corp. 1.09% Reduce -13.5% 42,457 $11.7M
McRae Capital Management Inc. 2.29% Add +2.1% 42,211 $11.7M
First Horizon Advisors, Inc. 0.32% Add +0.3% 41,905 $11.6M
Millennium Management 0.01% Reduce -89.1% 41,892 $11.6M
Hunter Perkins Capital Management, LLC 2.43% Reduce -5.9% 41,594 $11.5M
Evelyn Partners Investment Management Services Ltd 2.01% — 41,650 $11.5M
FourThought Financial Partners, LLC 1.19% Add +0.8% 41,499 $11.5M
Beacon Pointe Advisors, LLC 0.13% Add +2.0% 41,274 $11.4M
Meiji Yasuda Life Insurance Co 0.21% Reduce -9.4% 40,688 $11.2M
Transform Wealth, LLC 0.62% Add +12.5% 40,549 $11.2M
CSM Advisors, LLC 0.52% Reduce -3.8% 40,257 $11.1M
United American Securities Inc. (d/b/a UAS Asset Management) 2.68% Reduce -10.8% 40,246 $11.1M
Calamos Wealth Management LLC 0.56% Add +0.3% 39,871 $11.0M
Employees Retirement System of Texas 0.11% No change 39,604 $10.9M
Orion Porfolio Solutions, LLC 0.11% Add +2.5% 39,355 $10.9M
Orion Portfolio Solutions, LLC 0.11% Add +2.5% 39,355 $10.9M
Capital Fund Management S.A. 0.11% Add +276.2% 39,031 $10.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -38.6% 38,983 $10.8M
Hamel Associates, Inc. 3.44% Reduce -1.8% 38,683 $10.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -0.2% 38,458 $10.7M
Mattern Capital Management, LLC 1.39% Add +0.1% 38,483 $10.6M
Kestra Advisory Services, LLC 0.06% Reduce -19.2% 38,309 $10.6M
Quantinno Capital Management LP 0.10% Add +26.5% 37,945 $10.5M
Rowlandmiller & Partners.adv 2.15% Add +0.5% 37,276 $10.3M
LGT Fund Management Co Ltd. 0.90% Add +6.7% 37,095 $10.2M
Independent Advisor Alliance 0.14% Reduce -2.0% 36,970 $10.2M
Regency Capital Management Inc.\DE 5.47% Add +8.0% 36,575 $10.1M
Keybank National Association 0.04% Add +1.4% 36,259 $10.0M
UMB Bank, n.a. 0.16% Reduce -24.6% 36,166 $10.0M
Nearwater Capital Markets, Ltd 0.28% — 36,000 $9.9M
Van Hulzen Asset Management, LLC 0.73% Add +2622.7% 35,940 $9.9M
Tufton Capital Management 1.87% Reduce -0.3% 35,845 $9.9M
Interval Partners, LP 0.25% Reduce -35.1% 35,680 $9.9M
Mizuho Securities USA LLC 0.18% Add +45.9% 35,530 $9.8M
Elo Mutual Pension Insurance Co 0.21% Reduce -4.4% 35,036 $9.7M
GoodHaven Capital Management, LLC 3.15% Add +88.0% 34,865 $9.6M
Swiss Life Asset Management Ltd 0.07% Add +53.6% 34,701 $9.6M
Tritonpoint Wealth, LLC 0.86% Reduce -3.4% 34,445 $9.5M
World Investment Advisors 0.26% Add +7.0% 34,437 $9.5M
Allianz SE 0.25% Add +0.2% 34,526 $9.5M
Bender Robert & Associates 2.26% Add +0.5% 33,918 $9.4M
Weybosset Research & Management LLC 3.18% Add +0.4% 33,848 $9.4M
Engineers Gate Manager LP 0.16% New 33,619 $9.3M
Shikiar Asset Management Inc. 2.72% Reduce -9.1% 33,531 $9.3M
Woodmont Investment Counsel LLC 0.68% Add +1.5% 33,359 $9.2M
Great Valley Advisor Group, Inc. 0.21% Add +5.3% 33,285 $9.2M
HB Wealth Management, LLC 0.09% Add +3.8% 32,749 $9.0M
Verdence Capital Advisors LLC 0.72% Reduce -1.9% 32,418 $9.0M
Oregon Public Employees Retirement Fund 0.16% Reduce -0.1% 32,109 $8.9M
Kestra Private Wealth Services, LLC 0.15% Add +5.2% 32,091 $8.9M
Venture Visionary Partners LLC 0.37% Add +40.6% 31,601 $8.7M
Granite Investment Partners, LLC 0.38% Add +0.2% 31,450 $8.7M
Gulf International Bank (UK) Ltd 0.22% Reduce -2.9% 31,105 $8.6M
Synovus Financial Corp. 0.11% Add +1.3% 30,893 $8.5M
Nicholas Company, Inc. 0.14% Reduce -0.0% 30,710 $8.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.59% No change 30,588 $8.5M
Evergreen Capital Management LLC 0.27% Add +2.1% 30,317 $8.4M
Fiduciary Trust Co 0.11% Reduce -2.0% 30,340 $8.4M
Vident Advisory, LLC 0.14% Add +104.2% 29,696 $8.2M
Evexia Wealth LLC 2.76% Reduce -1.9% 30,189 $8.2M
Focus Partners Wealth 0.02% Add +73.4% 29,381 $8.1M
Core Alternative Capital 1.68% Reduce -1.2% 29,158 $8.1M
Andra AP-fonden 0.13% Add +4.0% 28,800 $8.0M
Hi-Line Capital Management, LLC 3.48% Reduce -0.5% 28,668 $7.9M
River Wealth Advisors LLC 1.05% Add +15.8% 28,548 $7.9M
Dakota Wealth Management 0.18% Add +67.8% 28,399 $7.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.2% 28,365 $7.8M
Crawford Investment Counsel Inc. 0.14% Reduce -22.3% 27,886 $7.7M
Alaska Permanent Fund Corp 0.11% No change 27,751 $7.7M
Stoneridge Investment Partners LLC 2.73% New 27,680 $7.6M
Woodstock Corp. 0.73% Reduce -0.1% 27,538 $7.6M
Choreo, LLC 0.11% Add +109.5% 27,331 $7.5M
Groupama Asset Managment 0.16% Reduce -42.4% 27,124 $7.5M
Assenagon Asset Management S.A. 0.01% Reduce -96.8% 26,878 $7.4M
Meiji Yasuda Asset Management Co Ltd. 0.28% Reduce -8.2% 26,733 $7.4M
Silvercrest Asset Management Group LLC 0.05% Add +981.7% 26,360 $7.3M
Lido Advisors, LLC 0.05% Add +3.8% 25,844 $7.2M
Kesler, Norman & Wride, LLC 1.55% Reduce -0.1% 25,923 $7.2M
Kentucky Retirement Systems 0.21% Reduce -1.4% 25,815 $7.1M
Stokes Capital Advisors, LLC 1.84% Reduce -0.5% 25,793 $7.1M
Princeton Global Asset Management LLC 1.32% Add +31.1% 25,581 $7.1M
Prospera Financial Services Inc 0.16% Add +71.0% 25,548 $7.1M
Siemens Fonds Invest GmbH 0.73% Add +7.5% 25,415 $7.0M
Bessemer Group Inc. 0.01% Add +8.1% 25,287 $7.0M
Teza Capital Management LLC 1.05% New 25,127 $6.9M
American Assets Investment Management, LLC 0.56% No change 25,000 $6.9M
Horiko Capital Management LLC 1.98% Reduce -1.0% 24,785 $6.9M
Lowe Brockenbrough & Co. Inc. 0.44% Reduce -1.2% 24,600 $6.8M
Janney Capital Management LLC 0.45% Reduce -4.0% 24,480 $6.8M
Graypoint LLC 0.41% Add +0.1% 24,452 $6.8M
Advisory Services Network, LLC 0.13% Add +20.9% 24,374 $6.7M
Van Cleef Asset Management,Inc 0.73% Add +0.6% 24,193 $6.7M
Sequoia Financial Advisors, LLC 0.06% Add +12.1% 23,937 $6.6M
Daymark Wealth Partners, LLC 0.28% Reduce -4.8% 23,849 $6.6M
Advocate Group LLC 1.24% Add +0.4% 23,800 $6.6M
Verition Fund Management LLC 0.03% Reduce -7.3% 23,761 $6.6M
Dana Investment Advisors, Inc. 0.21% Reduce -4.7% 23,561 $6.5M
Northwest & Ethical Investments L.P. 0.18% Reduce -13.3% 23,427 $6.5M
Hartford Investment Management Co. 0.21% Reduce -2.6% 23,209 $6.4M
Achmea Investment Management B.V. 0.11% Add +10.6% 23,127 $6.4M
Benedict Financial Advisors Inc. 1.53% Reduce -0.3% 22,774 $6.3M
Financial Strategies Group, Inc. 1.50% Add +4.7% 24,282 $6.3M
Oppenheimer & Co. Inc. 0.09% Add +1.9% 22,178 $6.1M
CI Investments Inc. 0.02% Reduce -1.9% 22,150 $6.1M
Kintegral Advisory, LLC 0.57% Reduce -4.5% 21,871 $6.1M
Brady Family Wealth, LLC 1.86% Reduce -2.3% 21,894 $6.0M
Selway Asset Management 2.37% Add +2.0% 21,852 $6.0M
Tower Research Capital LLC (TRC) 0.12% Reduce -6.5% 21,625 $6.0M
Bar Harbor Wealth Management 0.39% Add +0.7% 21,402 $5.9M
NEOS Investment Management LLC 0.14% Add +30.3% 21,401 $5.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +14.7% 21,200 $5.9M
Channing Capital Management, LLC 0.15% Reduce -15.9% 21,034 $5.8M
Cornerstone Advisors, LLC 0.23% No change 20,900 $5.8M
Bearing Point Capital, LLC 1.20% — 20,885 $5.8M
Nomura Holdings Inc. 0.03% Add +186.3% 20,880 $5.8M
Park Avenue Securities LLC 0.06% Add +28.1% 20,844 $5.8M
Constant Guidance Financial LLC 4.96% New 20,827 $5.8M
Banco Santander, S.A. 0.07% Reduce -3.5% 20,791 $5.7M
XXEC, Inc. 4.76% Reduce -8.0% 20,748 $5.7M
Farmers Trust Co. 1.07% Reduce -2.5% 20,736 $5.7M
Illinois Municipal Retirement Fund 0.08% Reduce -41.0% 20,668 $5.7M
Douglas Lane & Associates, LLC 0.08% Reduce -6.5% 20,535 $5.7M
Cullen Investment Group, LTD. 0.84% Add +1.9% 20,514 $5.7M
Berger Financial Group, Inc 0.39% Add +1.0% 20,453 $5.7M
Trust Co. of Vermont 0.27% Reduce -0.8% 20,385 $5.6M
Apollon Wealth Management, LLC 0.13% Add +6.9% 20,247 $5.6M
Stonegate Investment Group, LLC 0.15% Reduce -7.1% 20,231 $5.6M
Louisiana State Employees Retirement System 0.10% Reduce -4.3% 20,200 $5.6M
Securian Asset Management, Inc. 0.16% Reduce -3.0% 20,148 $5.6M
Capital Group Investment Management Pte. LTD. 1.05% Add +1.9% 20,073 $5.5M
S&co Inc. 0.38% No change 20,054 $5.5M
Leuthold Group, LLC 0.66% Reduce -3.2% 20,018 $5.5M
ABN AMRO Bank N.V. 0.07% Reduce -34.5% 20,075 $5.5M
Alps Advisors Inc. 0.03% Reduce -0.3% 19,822 $5.5M
Horizon Investment Services, LLC 2.31% Add +2.8% 19,649 $5.4M
Wealth Advisory Solutions, LLC 1.52% Add +105.4% 19,589 $5.4M
Harrell Investment Partners, LLC 1.50% Reduce -29.9% 19,487 $5.4M
Demars Financial Group, LLC 2.35% Reduce -2.8% 19,400 $5.4M
DRW Securities, LLC 0.36% Reduce -15.5% 19,382 $5.4M
Scissortail Wealth Management, LLC 1.37% Add +4837.2% 19,354 $5.3M
Virginia Wealth Management Group, Inc. 3.29% Add +0.6% 19,211 $5.3M
Cyndeo Wealth Partners, LLC 0.36% Add +1.3% 19,135 $5.3M
Wilmington Savings Fund Society, FSB 0.09% Add +13.9% 18,981 $5.2M
Private Advisor Group, LLC 0.03% Add +13.3% 18,745 $5.2M
Pinnacle Financial Partners Inc 0.10% Add +122.0% 18,610 $5.2M
Westbourne Investment Advisors, Inc. 1.77% Add +6.3% 18,703 $5.2M
Trajan Wealth LLC 0.28% Add +2.7% 18,615 $5.1M
Ipswich Investment Management Co., Inc. 1.23% Add +11.9% 18,571 $5.1M
Federation des caisses Desjardins du Quebec 0.03% Reduce -41.6% 18,514 $5.1M
Greenleaf Trust 0.05% Reduce -0.1% 18,506 $5.1M
Perkins Coie Trust Co 1.12% Reduce -0.7% 18,498 $5.1M
Cincinnati Specialty Underwriters Insurance CO 1.40% No change 18,426 $5.1M
Cwm, LLC 0.02% Add +19.5% 18,379 $5.1M
Middleton & Co. Inc. 0.56% Reduce -6.5% 18,251 $5.0M
Metis Global Partners, LLC 0.15% Add +4.0% 18,072 $5.0M
New Mexico Educational Retirement Board 0.17% Reduce -9.6% 17,937 $5.0M
Concorde Financial Corp 2.95% Add +0.4% 17,863 $5.0M
Wesbanco Bank Inc. 0.17% Reduce -1.2% 17,817 $4.9M
Northwest Bancshares, Inc. 0.91% Reduce -10.0% 17,719 $4.9M
NovaPoint Capital, LLC 1.48% Add +1.4% 17,532 $4.8M
Norinchukin Bank, The 0.10% Add +10.2% 17,271 $4.8M
ING Groep NV 0.03% Reduce -10.5% 16,943 $4.7M
Whittier Trust Co. 0.06% Reduce -3.7% 16,936 $4.7M
Liberty Capital Management, Inc. 1.03% No change 16,729 $4.6M
Concurrent Investment Advisors, LLC 0.13% Add +0.7% 16,699 $4.6M
KCM Investment Advisors LLC 0.16% Add +1.8% 16,627 $4.6M
Atria Wealth Solutions, Inc. 0.05% Add +19.7% 16,143 $4.5M
Comprehensive Financial Consultants Institutional, Inc. 1.63% Reduce -0.0% 16,167 $4.5M
Boit C F David 2.25% No change 16,165 $4.5M
Rock Point Advisors, LLC 1.30% Reduce -0.4% 16,149 $4.5M
Wedbush Securities Inc. 0.16% Add +18.4% 16,064 $4.4M
Plimoth Trust Co. LLC 1.13% Reduce -0.5% 15,960 $4.4M
Radnor Capital Management, LLC 0.73% Reduce -12.4% 15,907 $4.4M
Ossiam 0.08% Add +13.2% 15,784 $4.4M
Citizens National Bank Trust Department 0.92% Reduce -3.8% 15,742 $4.3M
Beacon Bank & Trust 1.01% Reduce -1.4% 15,706 $4.3M
CHICAGO TRUST Co NA 0.80% Reduce -2.3% 15,653 $4.3M
Compass Wealth Management LLC 1.04% Add +0.8% 15,646 $4.3M
Parr McKnight Wealth Management Group, LLC 0.62% — 15,641 $4.3M
Manning & Napier Advisors LLC 0.05% Reduce -11.6% 15,582 $4.3M
Corbyn Investment Management Inc. 1.90% Reduce -0.6% 15,545 $4.3M
Romano Brothers and Company 0.54% Reduce -2.5% 15,539 $4.3M
Highland Capital Management, LLC 0.25% Reduce -2.3% 15,538 $4.3M
Citizens Financial Group Inc. 0.08% Add +17.3% 15,374 $4.2M
Generali Asset Management SPA SGR 0.11% — 15,335 $4.2M
Pinnacle Associates Ltd. 0.06% Reduce -7.1% 15,295 $4.2M
Twin Capital Management Inc. 0.46% Add +13.1% 15,200 $4.2M
Coastline Trust Co 0.49% Reduce -4.1% 15,175 $4.2M
Stonebridge Financial Group, LLC 0.46% — 15,159 $4.2M
Legacy Wealth Management, LLC / MS 1.66% Reduce -4.4% 15,138 $4.2M
Summit Financial, LLC 0.15% Reduce -3.1% 15,034 $4.2M
Cincinnati Indemnity Co. 10.34% No change 15,047 $4.2M
1832 Asset Management L.P. 0.01% Reduce -95.4% 14,998 $4.1M
SPC Financial, Inc. 0.36% Add +0.3% 14,908 $4.1M
Ar Asset Management Inc. 0.94% No change 14,906 $4.1M
DAVENPORT & Co LLC 0.02% Reduce -0.6% 14,877 $4.1M
United Capital Financial Advisors, LLC 0.03% Reduce -7.8% 14,840 $4.1M
Thomasville National Bank 0.29% Add +0.1% 14,666 $4.1M
Community Bank, N.A. 0.52% Add +0.8% 14,563 $4.0M
Catalyst Funds Management Pty Ltd 0.98% No change 14,400 $4.0M
New Hampshire Trust 0.83% Add +1.1% 14,338 $4.0M
Financial Advisory Partners, LLC 1.31% Reduce -0.6% 14,322 $4.0M
Weil Company, Inc. 1.37% Add +0.4% 14,319 $4.0M
Berry Wealth Group, LP 2.85% Reduce -2.0% 14,312 $4.0M
Stephens Inc. 0.06% Add +44.9% 14,310 $4.0M
GAMCO Investors 0.04% Add +63.9% 14,299 $4.0M
Somerset Trust Co 1.48% Add +1.1% 14,253 $3.9M
Gabelli Funds LLC 0.03% Add +24.5% 14,202 $3.9M
Alphinity Investment Management Pty Ltd 0.02% Add +5.2% 14,120 $3.9M
Hilltop Holdings Inc. 0.24% Add +262.7% 14,038 $3.9M
Marble Harbor Investment Counsel, LLC 0.43% Add +4.3% 14,021 $3.9M
Johnson Investment Counsel Inc. 0.04% Add +0.7% 14,010 $3.9M
Principal Securities, Inc. 0.09% Add +23.0% 13,864 $3.8M
South Dakota Investment Council 0.08% No change 13,714 $3.8M
Vinva Investment Management Ltd 0.14% Reduce -5.6% 13,731 $3.8M
Hamilton Capital Partners Inc. 0.28% Add +13.2% 13,633 $3.8M
Heritage Wealth Management, Inc. 1.25% Reduce -1.0% 13,566 $3.7M
Hanson & Doremus Investment Management 0.59% Add +5.1% 13,562 $3.7M
Unison Advisors LLC 0.45% Add +0.3% 13,500 $3.7M
Investment Research & Advisory Group, Inc. 1.55% Reduce -0.7% 13,501 $3.7M
Delta Capital Management LLC 2.16% Add +0.4% 13,487 $3.7M
Van Eck Associates Corp. 0.00% Add +2.9% 13,391 $3.7M
Nicollet Investment Management, Inc. 1.27% Reduce -1.1% 13,383 $3.7M
First National Bank of Omaha 0.24% Reduce -6.6% 13,361 $3.7M
Central Bank & Trust Co. 0.56% Reduce -4.4% 13,298 $3.7M
Level Four Advisory Services, LLC 0.15% Add +0.4% 13,132 $3.6M
Praxis Investment Management Inc. 0.23% Reduce -5.1% 13,000 $3.6M
Inspire Trust Co, N.A. 0.92% New 13,000 $3.6M
Los Angeles Capital Management LLC 0.01% Reduce -92.9% 12,982 $3.6M
Gladstone Institutional Advisory LLC 0.17% Add +19.2% 12,878 $3.6M
Brown Miller Wealth Management, LLC 1.36% Add +0.5% 12,864 $3.6M
Bristlecone Advisors, LLC 0.28% Reduce -0.5% 12,864 $3.6M
Fisher Asset Management 0.00% Reduce -0.0% 12,834 $3.5M
Clearstead Advisors, LLC 0.05% Reduce -0.9% 12,823 $3.5M
First National Advisers, LLC 0.57% Add +2.1% 12,721 $3.5M
Northcape Wealth Management, LLC 1.13% Add +7.8% 12,648 $3.5M
Investment Management Corp of Ontario 0.11% Reduce -1.9% 12,584 $3.5M
Vista Investment Partners LLC 1.08% Add +2.9% 12,582 $3.5M
Empowered Funds, LLC 0.05% Add +3.9% 12,501 $3.5M
Patten Group, Inc. 0.76% Reduce -0.3% 12,481 $3.4M
Texas Yale Capital Corp. 0.14% Add +0.8% 12,422 $3.4M
GeoWealth Management, LLC 0.11% Add +252.0% 12,401 $3.4M
Moors & Cabot, Inc. 0.16% Add +4.6% 12,371 $3.4M
Occidental Asset Management, LLC 0.53% Add +9.0% 12,361 $3.4M
Nations Financial Group Inc, /Ia/ 0.25% Add +3.1% 12,249 $3.4M
OneDigital Investment Advisors LLC 0.04% Add +33.1% 12,241 $3.4M
Davidson Capital Management Inc. 0.89% Add +26.1% 12,240 $3.4M
Brendel Financial Advisors LLC 2.04% Reduce -3.1% 12,194 $3.4M
LMG Wealth Partners, LLC 0.73% Add +5.7% 12,157 $3.4M
Jackson Square Capital, LLC 0.81% Reduce -1.4% 12,137 $3.4M
Victrix Investment Advisors 2.41% — 12,096 $3.3M
DJE Kapital AG 0.08% — 12,000 $3.3M
Brown Brothers Harriman & Co. 0.02% Reduce -22.2% 11,841 $3.3M
Greenwood Capital Associates LLC 0.42% Add +13.1% 11,761 $3.2M
Orca Wealth Management, LLC 2.91% — 11,707 $3.2M
Cohen Investment Advisors LLC 1.95% Add +11.7% 11,677 $3.2M
Allstate Corp. 0.09% New 11,617 $3.2M
Park National Corp. 0.12% Reduce -0.9% 11,573 $3.2M
LVW Advisors, LLC 0.39% Reduce -1.7% 11,556 $3.2M
Whittier Trust Co. of Nevada Inc. 0.08% Add +13.0% 11,510 $3.2M
GMO 0.01% New 11,499 $3.2M
Moneta Group Investment Advisors LLC 0.04% Add +11.6% 11,474 $3.2M
Stonebrook Private Inc. 0.83% Reduce -1.2% 11,417 $3.2M
Caprock Group, LLC 0.10% Add +1.5% 11,354 $3.1M
Letson Investment Management, Inc. 1.27% Add +25.1% 11,340 $3.1M
Slow Capital, Inc. 0.44% Reduce -0.4% 11,290 $3.1M
First National Trust Co 0.12% Reduce -2.6% 11,258 $3.1M
Townsquare Capital LLC 0.04% Add +21.3% 11,245 $3.1M
FIL Ltd 0.00% Add +131.0% 11,160 $3.1M
Woodline Partners LP 0.02% New 11,150 $3.1M
Tiaa Trust, National Association 0.01% Add +2.9% 11,046 $3.1M
Pictet North America Advisors SA 0.28% Add +2.3% 10,834 $3.0M
Scotia Capital Inc. 0.02% Reduce -2.4% 10,823 $3.0M
Argonautica Private Wealth Management, Inc. 0.96% Reduce -0.1% 10,813 $3.0M
Westwood Holdings Group Inc. 0.02% Add +63.3% 10,799 $3.0M
Quadrature Capital Ltd 0.06% New 10,739 $3.0M
IFG Advisory, LLC 0.17% Add +1.4% 10,700 $3.0M
GC Wealth Management RIA, LLC 0.52% Add +329.5% 10,681 $3.0M
Legacy Private Trust Co. 0.19% Reduce -0.2% 10,618 $2.9M
Sagespring Wealth Partners, LLC 0.08% — 10,597 $2.9M
Mattern Wealth Management LLC 0.64% Reduce -1.6% 10,522 $2.9M
Quinn Opportunity Partners LLC 0.21% Add +16.7% 10,500 $2.9M
Geneos Wealth Management Inc. 0.10% Add +0.4% 10,484 $2.9M
HMS Capital Management, LLC 1.40% Reduce -0.1% 10,466 $2.9M
Savant Capital, LLC 0.02% Reduce -37.3% 10,408 $2.9M
apricus wealth, LLC 1.85% Reduce -0.6% 10,344 $2.9M
KKM Financial LLC 1.18% Add +4.9% 10,260 $2.8M
Griffin Asset Management, Inc. 0.33% Add +1.9% 10,258 $2.8M
Private Trust Co. NA 0.29% Add +1.2% 10,232 $2.8M
Logan Capital Management Inc. 0.12% Add +3332.6% 10,229 $2.8M
Argyle Capital Management, LLC 1.11% Add +25.2% 10,219 $2.8M
Panagora Asset Management Inc. 0.01% Add +26.5% 10,190 $2.8M
MV Capital Management, Inc. 0.30% Add +0.3% 10,182 $2.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.57% Add +62.6% 10,178 $2.8M
Maxwell Wealth Strategies Inc. 1.15% Reduce -1.5% 10,150 $2.8M
Portland Global Advisors LLC 0.35% Reduce -0.7% 10,137 $2.8M
West Michigan Advisors, LLC 0.84% Add +0.3% 10,088 $2.8M
CFS Investment Advisory Services, LLC 0.25% Reduce -0.1% 10,090 $2.8M
Peterson Wealth Services 0.85% Add +5.7% 10,079 $2.8M
Marathon Capital Management 0.70% Reduce -0.5% 10,010 $2.8M
Nilsine Partners, LLC 0.30% Add +6.8% 9,981 $2.8M
Nkcfo LLC 1.21% No change 9,975 $2.8M
Confluence Wealth Services, Inc. 0.18% Reduce -4.3% 10,153 $2.7M
J.W. Cole Advisors, Inc. 0.11% Add +2.2% 9,781 $2.7M
Johnson Financial Group, Inc. 0.13% Add +40.2% 9,821 $2.7M
Lantz Financial LLC 0.71% Reduce -0.9% 9,621 $2.7M
Nelson Capital Management, LLC 0.44% Reduce -3.3% 9,618 $2.7M
Thoroughbred Financial Services, LLC 0.16% Add +0.2% 9,601 $2.7M
Fort Washington Investment Advisors Inc. 0.02% Add +3.2% 9,523 $2.6M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.9% 9,501 $2.6M
Integrated Wealth Concepts LLC 0.03% Add +6.2% 9,465 $2.6M
Haverford Trust Co 0.03% Reduce -1.8% 9,442 $2.6M
Lockheed Martin Investment Management Co. 0.10% Reduce -77.8% 9,400 $2.6M
Mission Wealth Management, LP 0.06% Reduce -1.9% 9,311 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Reduce -9.8% 9,249 $2.6M
Empire Financial Management Company, LLC 0.80% Add +237.9% 9,243 $2.6M
Cary Street Partners Financial LLC 0.08% — 9,204 $2.5M
Smith Salley Wealth Management 0.16% Add +0.4% 9,192 $2.5M
Phoenix Wealth Advisors 1.10% Reduce -2.4% 9,153 $2.5M
B. Riley Wealth Advisors, Inc. 0.08% Add +0.5% 9,104 $2.5M
Cohen Klingenstein LLC 0.09% No change 9,120 $2.5M
Mizuho Markets Americas LLC 0.05% Reduce -58.6% 9,096 $2.5M
Bleakley Financial Group, LLC 0.08% Add +2.8% 9,069 $2.5M
Merit Financial Group, LLC 0.04% Add +47.5% 9,067 $2.5M
Main Street Financial Solutions, LLC 0.25% Reduce -13.5% 9,061 $2.5M
Impact Capital Partners LLC 0.89% — 9,060 $2.5M
NJ State Employees Deferred Compensation Plan 0.30% No change 9,028 $2.5M
Platform Technology Partners 0.75% Reduce -0.5% 8,969 $2.5M
SVB Wealth LLC 0.05% New 8,956 $2.5M
Concord Wealth Partners 0.41% Add +34.1% 8,952 $2.5M
Concord Asset Management, LLC 0.54% Add +28.9% 8,904 $2.5M
Exencial Wealth Advisors, LLC 0.09% Add +1.1% 8,890 $2.5M
Round Rock Advisors LLC 0.50% Reduce -5.7% 8,857 $2.4M
Schonfeld Strategic Advisors LLC 0.02% Add +28.8% 8,845 $2.4M
Vista Investment Partners Ii, LLC 1.44% — 8,838 $2.4M
TrinityPoint Wealth, LLC 0.34% Add +1021.1% 8,834 $2.4M
Ostrum Asset Management 0.21% Add +25.1% 8,822 $2.4M
Douglass Winthrop Advisors, LLC 0.05% Add +2.3% 8,775 $2.4M
Avitas Wealth Management LLC 0.33% Add +0.5% 8,761 $2.4M
Prudential PLC 0.01% No change 8,751 $2.4M
Argent Trust Co 0.10% Add +0.1% 8,736 $2.4M
Meeder Advisory Services, Inc. 0.15% Reduce -1.3% 8,734 $2.4M
Mgo One Seven LLC 0.09% Add +8.4% 8,721 $2.4M
Susquehanna Fundamental Investments, LLC 0.04% — 8,699 $2.4M
Fifth Third Wealth Advisors LLC 0.13% Add +22.0% 8,667 $2.4M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -48.0% 8,655 $2.4M
NewEdge Wealth, LLC 0.04% Reduce -0.2% 8,618 $2.4M
HighPoint Advisor Group LLC 0.13% Reduce -0.0% 8,817 $2.4M
Accurate Wealth Management, LLC 0.45% Reduce -15.4% 9,142 $2.4M
HM Payson & Co. 0.04% Reduce -1.3% 8,444 $2.3M
Wright Investors Service Inc. 0.76% Reduce -10.2% 8,440 $2.3M
Dynamic Advisor Solutions LLC 0.10% Reduce -9.0% 8,416 $2.3M
Bowman & Co S.C. 1.20% Add +1.7% 8,374 $2.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.90% Add +4.3% 8,368 $2.3M
Burney Co./ 0.08% Add +8.1% 8,366 $2.3M
Ballentine Partners, LLC 0.04% Reduce -1.2% 8,353 $2.3M
Joel Isaacson & Co., LLC 0.10% Add +230.1% 8,281 $2.3M
Spire Wealth Management 0.07% Add +260.3% 8,247 $2.3M
Roundview Capital LLC 0.16% Add +1.2% 8,231 $2.3M
Davidson Trust Co. 1.16% Add +4.0% 8,178 $2.3M
Penobscot Investment Management Company, Inc. 0.20% New 8,136 $2.2M
Stratos Wealth Partners, LTD. 0.03% Add +3.7% 8,101 $2.2M
NBT Bank, N.A. 0.16% Reduce -1.6% 8,090 $2.2M
Central Valley Advisors, LLC 1.01% Add +5.4% 8,030 $2.2M
Bowen Hanes & Co. Inc. 0.06% Add +5.1% 8,027 $2.2M
McDonald Partners LLC 0.57% Reduce -2.0% 8,026 $2.2M
Criterion Capital Advisors, LLC 1.39% No change 8,683 $2.2M
Alaethes Wealth, LLC 0.79% Add +1.1% 8,004 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,987 $2.2M
JT Stratford LLC 0.36% Add +5.2% 7,984 $2.2M
Perigon Wealth Management, LLC 0.05% Add +8.3% 8,054 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -8.5% 7,952 $2.2M
Silvant Capital Management LLC 0.09% Add +96.1% 7,939 $2.2M
Delta Financial Advisors LLC 0.81% Add +7.0% 7,883 $2.2M
Lecap Asset Management Ltd. 0.59% New 7,852 $2.2M
Naples Global Advisors, LLC 0.20% Reduce -0.4% 7,817 $2.2M
A. D. Beadell Investment Counsel, Inc. 1.75% No change 7,825 $2.2M
Security National Bank 0.31% Add +0.8% 7,809 $2.2M
Dividend Assets Capital, LLC 0.42% Add +1.3% 7,761 $2.1M
Jones Financial Companies LLLP 0.00% Add +73.2% 7,753 $2.1M
Parkside Financial Bank & Trust 0.28% Add +3.1% 7,684 $2.1M
Alpha DNA Investment Management LLC 1.16% Reduce -2.9% 7,679 $2.1M
Schechter Investment Advisors, LLC 0.16% Reduce -11.5% 7,675 $2.1M
EP Wealth Advisors, LLC 0.02% Add +6.1% 7,668 $2.1M
Faithward Advisors, LLC 0.36% Add +0.9% 7,632 $2.1M
Claro Advisors Inc. 0.28% Reduce -4.2% 7,610 $2.1M
TFG Advisers LLC 0.75% Add +4.9% 7,558 $2.1M
Neville Rodie & Shaw Inc. 0.15% Reduce -0.2% 7,474 $2.1M
Lederer & Associates Investment Counsel 1.44% Reduce -2.5% 7,442 $2.1M
Herold Advisors, Inc. 0.44% Add +0.3% 7,386 $2.0M
WCM Investment Management, LLC 0.00% Add +77.7% 7,399 $2.0M
Altman Advisors, Inc. 0.87% Add +0.6% 7,370 $2.0M
Ritholtz Wealth Management 0.06% Add +3.3% 7,365 $2.0M
Global Retirement Partners, LLC 0.06% Add +12.8% 7,358 $2.0M
BTG Pactual Asset Management US LLC 0.26% Add +38.8% 7,300 $2.0M
Point72 Europe (London) LLP 0.12% New 7,300 $2.0M
Evelyn Partners Asset Management Ltd 0.54% — 7,297 $2.0M
Cordgrass Capital Advisors, LLC 0.58% Reduce -1.3% 7,254 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.93% Add +6.4% 7,208 $2.0M
First Hawaiian Bank 0.06% Reduce -8.5% 7,207 $2.0M
Waverly Advisors, LLC 0.03% Add +38.6% 7,190 $2.0M
Aries Wealth Management 0.55% No change 7,188 $2.0M
Heritage Trust Co 0.23% — 7,173 $2.0M
Campbell & CO Investment Adviser LLC 0.15% New 7,173 $2.0M
King Luther Capital Management Corp. 0.01% Add +0.3% 7,159 $2.0M
Vestcor Inc 0.07% Reduce -8.2% 7,143 $2.0M
Banque Pictet & Cie SA 0.02% Add +3.7% 7,080 $2.0M
Balyasny Asset Management L.P. 0.00% Reduce -87.7% 7,049 $1.9M
Meridian Investment Counsel Inc. 0.58% Reduce -18.2% 7,034 $1.9M
Qtron Investments LLC 0.27% Add +5.6% 7,016 $1.9M
Roxbury Financial LLC 1.87% — 6,713 $1.9M
Schear Investment Advisers, LLC 1.03% Add +2.7% 7,002 $1.9M
Lester Murray Antman dba SimplyRich 0.55% Reduce -0.1% 6,949 $1.9M
Baxter Bros Inc. 0.25% Reduce -2.0% 6,931 $1.9M
Monarch Capital Management Inc. 0.52% Reduce -0.7% 6,906 $1.9M
Lincoln Capital LLC 0.40% Reduce -0.1% 6,923 $1.9M
Cox Capital Mgt LLC 1.23% Reduce -3.3% 6,910 $1.9M
Perpetual Ltd 0.02% Reduce -10.5% 6,882 $1.9M
Chicago Capital, LLC 0.05% Add +20.7% 6,877 $1.9M
Pine Valley Investments Ltd Liability Co 0.12% Add +0.0% 6,854 $1.9M
Plato Investment Management Ltd 0.14% No change 6,849 $1.9M
BKM Wealth Management, LLC 0.77% Reduce -1.2% 6,789 $1.9M
Forum Financial Management, LP 0.03% Add +48.8% 6,788 $1.9M
American Trust 0.14% Reduce -11.6% 6,776 $1.9M
Advisors Asset Management, Inc. 0.03% Reduce -14.9% 6,756 $1.9M
Clear Harbor Asset Management, LLC 0.15% Reduce -0.6% 6,743 $1.9M
Aptus Capital Advisors, LLC 0.02% Add +70.6% 6,735 $1.9M
FWL Investment Management, LLC 0.68% Add +5.4% 6,718 $1.9M
Machina Capital S.A.S. 0.78% New 6,706 $1.9M
Family Legacy, Inc. 0.63% Add +0.3% 6,930 $1.8M
J. W. Coons Advisors, LLC 0.47% No change 6,658 $1.8M
Summit Trail Advisors, LLC 0.07% Add +4.7% 6,625 $1.8M
Gilliland Jeter Wealth Management LLC 0.62% Reduce -1.5% 6,635 $1.8M
Coldstream Capital Management Inc. 0.04% Add +1.7% 6,607 $1.8M
Snowden Capital Advisors LLC 0.06% Add +0.3% 6,583 $1.8M
Procyon Advisors, LLC 0.12% Add +6.5% 6,602 $1.8M
Cordatus Wealth Management LLC 0.48% Add +1.0% 6,593 $1.8M
Mather Group, Llc. 0.02% Add +0.2% 6,583 $1.8M
Man Group plc 0.01% Reduce -80.5% 6,556 $1.8M
Guyasuta Investment Advisors Inc. 0.11% Reduce -2.1% 6,491 $1.8M
Hutner Capital Management Inc. 0.86% Add +217.3% 6,456 $1.8M
Commerzbank Aktiengesellschaft 0.04% Add +23.7% 6,434 $1.8M
Left Brain Wealth Management, LLC 0.67% Add +2.2% 6,398 $1.8M
Composition Wealth, LLC 0.04% Add +552.7% 6,390 $1.8M
Sierra Summit Advisors LLC 0.35% Add +25.0% 6,361 $1.8M
Quadcap Wealth Management, LLC 0.26% Reduce -1.9% 6,342 $1.8M
Arjuna Capital 0.47% Add +9.2% 6,339 $1.8M
Horizon Investments, LLC 0.05% Add +1.8% 6,316 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +13.7% 6,296 $1.7M
Cunning Capital Partners, LP 1.04% No change 6,265 $1.7M
Harold Davidson & Associates Inc. 0.82% — 6,241 $1.7M
Kingsview Wealth Management, LLC 0.03% Add +1.6% 6,141 $1.7M
Trail Ridge Investment Advisors, LLC 0.81% No change 6,133 $1.7M
Thompson Davis & Co., Inc. 1.09% Reduce -3.9% 6,125 $1.7M
Resources Management Corp. /CT/ 0.23% Add +0.8% 6,116 $1.7M
Inceptionr LLC 0.38% Add +89.0% 6,092 $1.7M
Parallel Advisors, LLC 0.04% Add +2.2% 6,084 $1.7M
Transatlantique Private Wealth LLC 0.63% Add +2.0% 6,012 $1.7M
Sumitomo Life Insurance Co. 0.03% Reduce -2.6% 6,004 $1.7M
Eagle Global Advisors LLC 0.07% New 6,000 $1.7M
Signaturefd, LLC 0.03% Add +1.9% 5,966 $1.6M
Walleye Capital LLC 0.02% Reduce -35.5% 5,963 $1.6M
Tyler-Stone Wealth Management 0.29% Add +3.7% 5,934 $1.6M
Pitcairn Co. 0.10% Add +8.7% 5,930 $1.6M
Chase Investment Counsel Corp. 0.53% No change 5,930 $1.6M
Nicholson Wealth Management Group, LLC 1.09% Add +29.2% 5,928 $1.6M
Walleye Trading LLC 0.03% New 5,891 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -4.5% 5,870 $1.6M
Quantitative Investment Management, LLC 0.12% Add +258.5% 5,783 $1.6M
Alkeme Wealth, LLC 0.73% Add +0.8% 5,763 $1.6M
Smartleaf Asset Management LLC 0.16% Add +13.1% 5,770 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -11.8% 5,733 $1.6M
Wealth Quarterback LLC 0.74% Add +1.4% 5,730 $1.6M
Integrity Alliance, Llc. 0.17% — 5,713 $1.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.24% Reduce -0.1% 5,669 $1.6M
Trust Co. of Oklahoma 0.50% Add +2.1% 5,654 $1.6M
GAMMA Investing LLC 0.13% Add +14.2% 5,643 $1.6M
Quadrant Capital Group LLC 0.11% Add +21.8% 5,624 $1.6M
Magnolia Capital Advisors LLC 0.40% Add +8.6% 5,613 $1.6M
Wedmont Private Capital 0.08% Add +13.9% 5,991 $1.5M
GS Investments, Inc. 0.69% No change 5,565 $1.5M
D. E. Shaw & Co. 0.00% Reduce -21.8% 5,562 $1.5M
Mufg Securities Americas Inc. 0.20% — 5,535 $1.5M
Jacobi Capital Management LLC 0.11% Reduce -3.9% 5,507 $1.5M
DB Fitzpatrick & Co, Inc 1.38% Reduce -6.5% 5,452 $1.5M
Journey Advisory Group, LLC 0.18% No change 5,884 $1.5M
Paladin Advisory Group, LLC 1.15% No change 5,431 $1.5M
Shayne & Jacobs, LLC 0.39% Reduce -6.9% 5,393 $1.5M
Canandaigua National Bank & Trust Co. 0.15% Reduce -3.2% 5,381 $1.5M
Bridges Investment Management Inc. 0.02% Add +9.3% 5,353 $1.5M
Equitable Holdings, Inc. 0.01% Add +68.0% 5,313 $1.5M
PFS Partners, LLC 0.80% Add +0.1% 5,312 $1.5M
NFSG Corp 0.38% Reduce -20.5% 5,298 $1.5M
Galibier Capital Management Ltd. 0.42% No change 5,297 $1.5M
TD Private Client Wealth LLC 0.04% Reduce -22.6% 5,264 $1.5M
Worth Financial Advisory Group, LLC 0.89% Add +98.6% 5,146 $1.5M
Profund Advisors LLC 0.05% Reduce -15.2% 5,257 $1.5M
Delphi Management Inc. 1.40% Add +1.3% 5,255 $1.5M
Essex Financial Services, Inc. 0.10% Add +12.8% 5,224 $1.4M
Field & Main Bank 0.51% Add +1.5% 5,201 $1.4M
Brooks, Moore & Associates, Inc. 0.84% Add +13.9% 5,145 $1.4M
Raiffeisen Bank International AG 0.02% — 5,144 $1.4M
Monte Financial Group, LLC 0.61% Reduce -0.7% 5,121 $1.4M
Valeo Financial Advisors, LLC 0.04% Reduce -0.5% 5,114 $1.4M
Mainstay Capital Management LLC 0.21% Add +33.1% 5,095 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +96.6% 5,088 $1.4M
Stablepoint Partners, LLC 0.26% Add +2.7% 5,068 $1.4M
AA Financial Advisors, LLC 0.37% Add +5.7% 5,042 $1.4M
Webster Bank, N. A. 0.15% Add +1.3% 5,020 $1.4M
AlphaStar Capital Management, LLC 0.14% Add +395.4% 5,008 $1.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.61% Reduce -54.5% 5,000 $1.4M
Shorepoint Capital Partners LLC 0.32% Reduce -3.2% 4,990 $1.4M
Crux Wealth Advisors 0.77% — 4,989 $1.4M
ArrowMark Colorado Holdings LLC 0.02% No change 4,970 $1.4M
Fullerton Fund Management Co Ltd. 0.05% Add +5.8% 4,947 $1.4M
Creative Financial Designs Inc. 0.11% Reduce -2.5% 4,939 $1.4M
Legacy Wealth Asset Management, LLC 0.37% Reduce -2.5% 4,924 $1.4M
Summitry LLC 0.07% Reduce -2.8% 4,920 $1.4M
Vise Technologies, Inc. 0.11% Add +81.7% 4,916 $1.4M
Baldwin Investment Management, LLC 0.18% Reduce -5.7% 4,905 $1.4M
Providence First Trust Co 0.51% New 4,895 $1.4M
Centaurus Financial, Inc. 0.08% Reduce -0.2% 4,886 $1.4M
Saxon Interests, Inc. 0.59% Add +9.5% 4,876 $1.3M
Minot DeBlois Advisors LLC 1.23% — 4,861 $1.3M
Crestline Management, L.P. 0.05% Reduce -13.7% 4,856 $1.3M
Parsons Capital Management Inc. 0.07% Add +3.0% 4,837 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Add +215.1% 4,833 $1.3M
Trust Asset Management LLC 0.10% No change 4,830 $1.3M
Asset Dedication, LLC 0.10% Reduce -4.4% 4,819 $1.3M
Canopy Partners, LLC 0.51% Add +94.4% 4,818 $1.3M
Compound Planning, Inc. 0.07% Add +6.2% 4,778 $1.3M
Bank Pictet & Cie (Europe) AG 0.03% New 4,776 $1.3M
Valley National Advisers Inc. 0.24% Add +0.5% 4,750 $1.3M
AssuredPartners Investment Advisors, LLC 0.26% — 4,740 $1.3M
Ballast, Inc. 0.37% Reduce -0.5% 4,734 $1.3M
Ascentis Independent Advisors 0.25% Reduce -32.4% 4,680 $1.3M
Wolverine Trading, LLC 0.03% Reduce -89.6% 4,683 $1.3M
Applied Finance Capital Management, LLC 0.06% Reduce -2.0% 4,643 $1.3M
Sigma Planning Corp 0.04% Reduce -17.0% 4,628 $1.3M
Legato Capital Management LLC 0.17% No change 4,618 $1.3M
Eastern Bank 0.02% Add +21.0% 4,574 $1.3M
Crestwood Advisors Group, LLC 0.02% Add +138.7% 4,548 $1.3M
First Citizens Bank & Trust Co. 0.02% Add +6.4% 4,527 $1.3M
Rehmann Capital Advisory Group 0.08% Add +4.3% 4,521 $1.2M
Certuity, LLC 0.13% Add +3.2% 4,491 $1.2M
Simmons Bank 0.09% Add +0.1% 4,486 $1.2M
RMR Wealth Builders 0.13% Add +2.5% 4,483 $1.2M
Foster & Motley Inc. 0.08% Reduce -1.9% 4,475 $1.2M
Relyea Zuckerberg Hanson LLC 0.16% Reduce -0.2% 4,438 $1.2M
Asset Planning,Inc 0.93% — 4,428 $1.2M
Nichols & Pratt Advisers LLP 0.08% Reduce -3.3% 4,422 $1.2M
Littlejohn Financial Services, Inc. 1.09% — 4,421 $1.2M
Castlekeep Investment Advisors LLC 0.85% Add +1.0% 4,414 $1.2M
Avior Wealth Management, LLC 0.04% Add +2.3% 4,412 $1.2M
Mirador Capital Partners LP 0.22% New 4,411 $1.2M
MGB Wealth Management, LLC 0.38% New 4,406 $1.2M
Applied Capital LLC 0.95% Reduce -0.7% 4,379 $1.2M
Huntleigh Advisors, Inc. 0.26% — 4,372 $1.2M
Formidable Asset Management, LLC 0.20% Reduce -2.9% 4,301 $1.2M
Nicholas Wealth, LLC. 0.65% Add +19.8% 4,531 $1.2M
Csenge Advisory Group 0.06% Add +3.2% 4,270 $1.2M
DF Dent & Co. Inc. 0.01% Reduce -8.5% 4,255 $1.2M
Meadow Creek Wealth Advisors LLC 0.84% Add +0.3% 4,239 $1.2M
Fiduciary Group, LLC 0.12% Add +0.0% 4,215 $1.2M
CSU Producer Resources, Inc. 3.84% No change 4,213 $1.2M
Ceeto Capital Group, LLC 0.43% No change 4,200 $1.2M
PFG Advisors 0.07% Add +25.1% 4,193 $1.2M
Westhampton Capital, LLC 0.59% No change 4,190 $1.2M
Frank, Rimerman Advisors LLC 0.08% Add +4.0% 4,189 $1.2M
Cornerstone Wealth Management, LLC 0.08% Add +4.6% 4,188 $1.2M
Montag A & Associates Inc. 0.06% Reduce -5.9% 4,177 $1.2M
Trueblood Wealth Management, LLC 0.57% Add +6.4% 4,170 $1.2M
Total Clarity Wealth Management, Inc. 0.37% Reduce -0.2% 4,143 $1.1M
Stillwater Wealth Management Group 1.02% — 4,131 $1.1M
Conning Inc. 0.04% Add +4.8% 4,122 $1.1M
Cigna Investments Inc. 0.20% No change 4,093 $1.1M
Readystate Asset Management LP 0.09% New 4,089 $1.1M
Financial Security Advisor, Inc. 0.29% Reduce -1.6% 4,050 $1.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.65% Reduce -20.2% 4,058 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Add +3.6% 4,054 $1.1M
Old National Bancorp 0.03% Reduce -3.5% 4,041 $1.1M
Monetary Management Group Inc. 0.29% No change 4,030 $1.1M
WBH Advisory Inc. 0.10% Reduce -2.8% 4,026 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -20.7% 4,023 $1.1M
Pekin Hardy Strauss, Inc. 0.14% Reduce -19.3% 4,023 $1.1M
Lakeside Advisors, INC. 0.73% Reduce -2.9% 3,988 $1.1M
Walter & Keenan Wealth Management LLC /in/ 0.33% Reduce -32.7% 3,977 $1.1M
TigerOak Management, L.L.C. 0.40% — 3,968 $1.1M
Virtus Advisers, LLC 0.45% Add +21.0% 3,967 $1.1M
FC Advisory LLC 0.37% No change 3,964 $1.1M
FRG Family Wealth Advisors LLC 0.20% No change 3,963 $1.1M
Towne Trust Company, N.A 0.38% Add +7.6% 3,907 $1.1M
Fulton Bank, N.A. 0.04% Reduce -45.9% 3,903 $1.1M
Transcend Capital Advisors, LLC 0.08% Reduce -4.4% 3,903 $1.1M
Grove Bank & Trust 0.15% Add +11.6% 3,902 $1.1M
AMG National Trust Bank 0.03% Add +2.3% 3,898 $1.1M
Hancock Whitney Corp. 0.03% Add +1.8% 3,893 $1.1M
Gryphon Financial Partners LLC 0.15% Add +6.5% 3,879 $1.1M
Callan Family Office, LLC 0.07% New 3,866 $1.1M
Zions Bancorporation, N.A. 0.07% Add +59.6% 3,858 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.22% Add +4.0% 3,854 $1.1M
Capital Investment Advisors, LLC 0.02% Add +84.8% 3,834 $1.1M
Emprise Bank 0.60% Reduce -4.6% 3,820 $1.1M
Northeast Investment Management 0.05% No change 3,810 $1.1M
IFP Advisors, Inc 0.03% Add +106.6% 3,808 $1.1M
Choate Investment Advisors 0.03% Add +13.0% 3,803 $1.1M
Bank of Hawaii 0.06% Add +1.5% 3,799 $1.0M
RoundAngle Advisors LLC 1.00% — 3,795 $1.0M
Meridian Wealth Advisors, LLC 0.17% Reduce -5.3% 3,790 $1.0M
Farther Finance Advisors, LLC 0.04% Reduce -0.5% 3,766 $1.0M
Marcum Wealth, LLC 0.09% Add +0.8% 3,750 $1.0M
Viawealth, LLC 0.63% Reduce -8.6% 3,748 $1.0M
Checchi Capital Advisers, LLC 0.08% Add +2.6% 3,747 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -3.9% 3,741 $1.0M
Advisory Resource Group 0.22% Add +7.3% 3,739 $1.0M
Epiq Partners, LLC 0.58% No change 3,714 $1.0M
Insigneo Advisory Services, LLC 0.11% Reduce -33.0% 3,707 $1.0M
Sentry LLC 0.20% No change 3,701 $1.0M
CENTRAL TRUST Co 0.03% Add +3.3% 3,690 $1.0M
Financial Advocates Investment Management 0.06% Add +2.0% 3,654 $1.0M
Connecticut Wealth Management, LLC 0.05% Add +2.9% 3,645 $1.0M
Fidelis Capital Partners, LLC 0.10% Reduce -2.9% 3,673 $1.0M
Advisors Capital Management, LLC 0.02% Add +10.0% 3,632 $1.0M
Harbour Capital Advisors, LLC 0.22% Reduce -1.7% 3,688 $1.0M
Columbia Asset Management 0.19% Reduce -8.7% 3,627 $1.0M
KRS Capital Management, LLC 0.71% Add +2.6% 3,627 $1.0M
Promus Capital, LLC 0.77% — 3,626 $1.0M
Westpac Banking Corp. 0.07% Reduce -17.0% 3,596 $994K
Sippican Capital Advisors 0.72% Add +0.4% 3,590 $992K
Syon Capital LLC 0.09% Add +8.1% 3,565 $985K
Mattson Financial Services, LLC 0.31% Reduce -27.4% 3,411 $984K
Occudo Quantitative Strategies LP 0.18% New 3,551 $981K
Gratus Wealth Advisors, LLC 0.16% No change 3,548 $980K
Harvest Fund Management Co., Ltd 0.05% Add +27.7% 3,524 $974K
LCNB Corp. 0.35% No change 3,511 $970K
Meridian Wealth Management, LLC 0.05% Reduce -30.4% 3,508 $969K
Grey Ledge Advisors, LLC 0.25% Reduce -2.9% 3,498 $967K
Flagship Harbor Advisors, LLC 0.05% Add +0.4% 3,495 $966K
Principle Wealth Partners LLC 0.07% Reduce -0.3% 3,488 $964K
Empirical Asset Management, LLC 0.32% Add +429.5% 91,143 $956K
SRN Advisors, LLC 0.84% Reduce -1.6% 3,436 $949K
Cim Investment Management Inc. 0.28% Add +0.4% 3,431 $948K
Moloney Securities Asset Management, LLC 0.13% Reduce -11.0% 3,427 $947K
Carnegie Lake Advisors LLC 0.38% No change 3,425 $946K
GTS Securities LLC 0.05% Reduce -42.2% 3,397 $939K
X-Square Capital, LLC 0.39% No change 3,393 $937K
American Trust Investment Advisors, LLC 0.38% No change 3,386 $936K
Spinnaker Trust 0.06% No change 3,382 $934K
Missouri Trust & Investment Co 0.33% Add +8.3% 3,378 $933K
Hamilton Wealth, LLC 0.23% Add +33.7% 3,373 $932K
Lake Street Advisors Group, LLC 0.04% Add +3.8% 3,351 $929K
Point Windward Advisors Inc. 0.35% Reduce -1.5% 3,360 $928K
Wolf Group Capital Advisors 0.45% No change 4,773 $919K
NORTHSTAR ASSET MANAGEMENT Co 0.21% Add +0.5% 3,305 $913K
Dynasty Wealth Management, LLC 0.02% Reduce -13.8% 3,305 $913K
Private Portfolio Partners LLC 0.17% Add +0.8% 3,304 $913K
Abbot Financial Management, Inc. 0.45% Reduce -1.5% 3,293 $910K
Axxcess Wealth Management, LLC 0.02% Add +3.3% 3,277 $905K
Atlantic Union Bankshares Corp 0.05% Reduce -0.7% 3,253 $899K
Exchange Traded Concepts, LLC 0.02% Add +3.0% 3,236 $894K
Henry James International Management Inc. 0.32% Add +21.3% 3,234 $894K
XTX Topco Ltd 0.07% Reduce -61.8% 3,227 $892K
Premier Path Wealth Partners, LLC 0.14% Add +0.5% 3,211 $887K
Mill Capital Management, LLC 0.07% No change 3,210 $887K
Sound Financial Strategies Group, LLC 0.74% Add +12.8% 3,205 $886K
One Capital Management, LLC 0.03% Reduce -20.5% 3,200 $884K
Saturna Capital Corp. 0.01% No change 3,170 $876K
Stiles Financial Services Inc 0.32% Add +20.6% 3,165 $875K
Atlas Legacy Advisors, LLC 0.21% — 3,158 $873K
International Assets Investment Management, LLC 0.07% Reduce -1.4% 3,197 $871K
Stock Yards Bank & Trust Co. 0.03% Add +1.8% 3,139 $867K
CNB Bank 0.40% Add +7.3% 3,133 $866K
Ascentis Wealth Management, LLC 0.30% Add +12.1% 3,125 $864K
Allred Capital Management, LLC 0.33% New 3,124 $863K
Wealth Alliance, LLC 0.10% Add +1.1% 3,123 $863K
Mount Lucas Management LP 0.30% Reduce -5.5% 3,120 $862K
Pallas Capital Advisors LLC 0.04% Add +17.5% 3,119 $862K
SkyView Investment Advisors, LLC 0.14% New 3,108 $859K
Columbia Bank 0.30% Add +163.8% 3,231 $858K
Astoria Portfolio Advisors LLC. 0.30% Add +5.2% 3,210 $852K
United Asset Strategies, Inc. 0.08% Add +1.3% 3,079 $851K
Optimum Investment Advisors 0.38% No change 3,077 $850K
NorthRock Partners, LLC 0.03% Reduce -4.8% 3,045 $844K
Cushing Capital Partners, LLC 0.81% — 3,043 $844K
Bull Street Advisors, LLC 0.41% Add +3.0% 3,050 $843K
Avestar Capital, LLC 0.08% Add +7.5% 3,023 $838K
Scientech Research LLC 0.24% New 3,031 $837K
1ST Source Bank 0.05% Reduce -4.3% 3,027 $836K
Headinvest, LLC 0.16% Add +2.5% 3,026 $836K
Finivi Inc. 0.66% No change 3,000 $829K
Taikang Asset Management (Hong Kong) Co Ltd 0.12% Reduce -55.2% 3,000 $829K
Keyes, Stange & Wooten Wealth Management, LLC 0.49% Add +0.1% 2,992 $827K
CFO4Life Group, LLC 0.14% Reduce -0.8% 2,987 $825K
Proficio Capital Partners LLC 0.07% Add +50.6% 2,942 $813K
AE Wealth Management LLC 0.01% Add +7.4% 2,933 $811K
Ransom Advisory, Ltd 0.37% Reduce -1.7% 2,924 $808K
Natural Investments, LLC 0.22% — 2,918 $806K
Dempze Nancy E 0.46% Reduce -17.1% 2,900 $801K
Rossmore Private Capital 0.10% No change 2,900 $801K
First Affirmative Financial Network 0.46% Reduce -2.5% 2,887 $798K
CX Institutional 0.03% Add +5.6% 2,879 $796K
Nvwm, LLC 0.20% Reduce -0.3% 2,858 $790K
First American Bank 0.06% Reduce -0.3% 2,856 $789K
Legacy Capital Wealth Partners, LLC 0.20% Reduce -52.5% 2,853 $788K
Boyar Asset Management Inc. 0.52% Add +2.0% 2,845 $786K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.1% 2,840 $785K
Penserra Capital Management LLC 0.01% Add +46.7% 2,836 $783K
Peak Planning Group, LLC 0.32% Add +1.5% 2,815 $778K
Balefire, LLC 0.27% Reduce -6.3% 2,848 $776K
Blue Trust, Inc. 0.01% Reduce -38.6% 2,792 $771K
SeaCrest Wealth Management, LLC 0.08% Reduce -0.1% 2,784 $769K
Merrion Investment Management Co, LLC 0.53% No change 2,771 $768K
Mitchell Sinkler & Starr 0.20% Reduce -34.3% 2,779 $768K
West Family Investments, Inc. 0.27% Add +0.2% 2,769 $765K
Fox Run Management, L.L.C. 0.14% Add +187.5% 2,766 $764K
LRI Investments, LLC 0.07% No change 2,742 $758K
Lindbrook Capital, LLC 0.07% Add +1.6% 2,716 $750K
1776 Wealth LLC 0.34% No change 2,704 $747K
Harbor Investment Advisory, LLC 0.07% Add +13.5% 2,702 $747K
Brooklyn Investment Group 0.22% Add +13.6% 2,668 $737K
Cross Staff Investments Inc 0.51% No change 2,649 $732K
Welch Group, LLC 0.03% No change 2,646 $729K
Montecito Bank & Trust 0.13% Reduce -0.8% 2,634 $728K
City State Bank 0.26% Reduce -0.6% 2,629 $726K
Oxford Asset Management LLP 0.33% New 2,625 $725K
Howard Capital Management, LLC 0.01% New 2,625 $725K
Northstar Group, Inc. 0.13% Add +29.5% 2,619 $724K
Legacy Financial Advisors, Inc. 0.12% Reduce -1.4% 2,618 $723K
Edge Capital Group, LLC 0.03% Reduce -100.0% 1 $723K
Plancorp, LLC 0.03% Add +8.9% 2,602 $719K
Beacon Investment Advisory Services, Inc. 0.03% New 2,599 $718K
Greenfield Savings Bank 0.34% Add +7.1% 2,594 $717K
Everett Harris & Co. 0.01% No change 2,579 $713K
Resurgent Financial Advisors LLC 0.42% Reduce -1.7% 2,573 $711K
Peddock Capital Advisors, LLC 0.17% No change 2,572 $711K
Kennebec Savings Bank 0.71% Reduce -1.5% 2,708 $709K
Apexium Financial, LP 0.04% No change 2,555 $708K
Boston Financial Mangement LLC 0.02% Add +20.8% 2,555 $706K
Ascent Group, LLC 0.05% Reduce -13.5% 2,555 $706K
Baader Bank Aktiengesellschaft 0.06% No change 2,550 $705K
FSM Wealth Advisors, LLC 0.17% Reduce -2.3% 2,567 $702K
Clarius Group, LLC 0.05% Add +1.0% 2,539 $702K
Valley Brook Capital Group, Inc. 0.52% Add +2.2% 2,525 $698K
Catalina Capital Group, LLC 0.23% Add +3.0% 2,524 $697K
Knollwood Investment Advisory, LLC 0.07% No change 2,500 $691K
Goldstein Advisors, LLC 0.10% Add +0.1% 2,477 $684K
PDS Planning, Inc 0.06% Add +2.7% 2,473 $683K
InTrack Investment Management Inc 0.48% Add +21.9% 2,568 $682K
Sage Mountain Advisors LLC 0.05% Add +1.7% 2,467 $682K
Shelton Capital Management 0.02% No change 2,461 $680K
RFG Advisory, LLC 0.02% Add +111.4% 2,442 $675K
Cerro Pacific Wealth Advisors LLC 0.22% Reduce -2.6% 2,338 $674K
Burford Brothers, Inc. 0.33% No change 2,431 $672K
Keel Point, LLC 0.05% Add +7.6% 2,430 $672K
Venturi Wealth Management, LLC 0.03% Add +25.3% 2,427 $671K
Sage Investment Counsel LLC 0.87% — 2,426 $670K
W.H. Cornerstone Investments Inc. 0.45% Reduce -36.1% 2,421 $669K
Net Worth Advisory Group 0.20% Add +0.3% 2,414 $667K
Two Sigma Advisers, LP 0.00% Add +83.8% 2,413 $667K
Portfolio Design Labs, LLC 0.14% Add +11.4% 2,402 $664K
Somerville Kurt F 0.11% No change 2,400 $663K
Icon Wealth Advisors, LLC 0.05% No change 2,399 $663K
Ranch Capital Advisors Inc. 0.31% Add +1.3% 2,387 $659K
CWA Asset Management Group, LLC 0.03% Add +0.7% 2,378 $657K
Trust Co. of Toledo NA 0.09% Add +1.2% 2,370 $655K
Leavell Investment Management, Inc. 0.03% Add +1.5% 2,362 $655K
Sky Investment Group LLC 0.12% Add +4.2% 2,356 $651K
Arax Advisory Partners 0.04% Add +4.4% 2,348 $649K
Mairs & Power Inc. 0.01% No change 2,343 $647K
Waldron Private Wealth LLC 0.03% Reduce -20.4% 2,330 $646K
Blake Schutter Theil Wealth Advisors, LLC 0.68% Add +0.2% 2,322 $642K
Modern Wealth Management, LLC 0.02% Add +25.5% 2,321 $641K
PFG Investments, LLC 0.04% Reduce -2.5% 2,311 $639K
Coign Capital Advisors LLC 0.59% — 2,301 $636K
Means Investment Co., Inc. 0.07% Add +0.0% 2,301 $636K
Thompson Siegel & Walmsley LLC 0.01% Reduce -3.0% 2,299 $635K
Western Wealth Management, LLC 0.03% Add +10.4% 2,289 $632K
Farrell Financial LLC 0.45% No change 2,281 $630K
Cidel Asset Management Inc. 0.04% Reduce -5.6% 2,273 $628K
Cardiff Park Advisors, LLC 0.06% Add +28.6% 2,272 $628K
Essex Bank 0.15% Reduce -1.1% 2,264 $626K
Impact Partnership Wealth, LLC 0.13% New 2,255 $623K
EverSource Wealth Advisors, LLC 0.03% Add +16.1% 2,248 $621K
First City Capital Management, Inc. 0.33% Reduce -0.4% 2,238 $618K
Steigerwald, Gordon & Koch Inc. 0.07% Reduce -0.4% 2,237 $618K
Bell Bank 0.05% Add +9.9% 2,235 $618K
StrongBox Wealth, LLC 0.26% Reduce -1.5% 2,221 $614K
Bedell Frazier Investment Counselling, LLC 0.15% Add +8.3% 2,220 $613K
Capstone Investment Advisors, LLC 0.01% Add +106.6% 2,217 $613K
Hodges Capital Management Inc. 0.04% Reduce -10.1% 1,267 $612K
G&S Capital LLC 0.25% Add +1.0% 2,213 $611K
Gsa Capital Partners LLP 0.05% New 2,213 $611K
Encompass Wealth Advisors, LLC 0.25% Reduce -23.1% 2,205 $609K
Alta Advisers Ltd 0.38% Add +65.1% 1,816 $602K
Financial & Tax Architects, LLC 0.15% Add +9.7% 2,163 $598K
Evelyn Partners Investment Management (Europe) Ltd 0.22% — 2,163 $598K
Independence Bank of Kentucky 0.09% Reduce -3.4% 2,157 $596K
Tilia Fiduciary Partners, Inc. 0.40% Add +12.6% 2,143 $592K
V-Square Quantitative Management LLC 0.08% Reduce -14.5% 2,137 $590K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% No change 2,132 $589K
Foundation Resource Management Inc. 0.10% No change 2,129 $588K
Tyche Wealth Partners LLC 0.12% Add +48.5% 2,128 $588K
Modera Wealth Management, LLC 0.01% Add +17.0% 2,123 $587K
Independent Financial Group, LLC 0.02% Add +97.8% 2,121 $586K
Belpointe Asset Management LLC 0.04% Add +7.5% 2,062 $586K
Washburn Capital Management, Inc. 0.36% New 2,110 $583K
Ashton Thomas Private Wealth, LLC 0.02% Add +1.1% 2,102 $583K
Beach Investment Counsel Inc. 0.08% Reduce -30.4% 2,105 $582K
Advisor OS, LLC 0.07% Add +187.3% 2,103 $581K
Patrick M Sweeney & Associates, Inc. 0.43% Add +5.0% 2,099 $580K
YANKCOM Partnership 0.31% — 2,095 $579K
FineMark National Bank & Trust 0.02% Reduce -5.8% 2,093 $578K
Cookson Peirce & Co. Inc. 0.03% Reduce -1.8% 2,084 $576K
E&G Advisors, LLC 0.16% Reduce -8.8% 2,080 $575K
Sandy Cove Advisors, LLC 0.22% Add +6.7% 2,070 $572K
Gen-Wealth Partners Inc 0.24% Reduce -2.3% 2,059 $569K
Cyrus J. Lawrence, LLC 0.11% Add +2.3% 2,053 $567K
Mayflower Financial Advisors, LLC 0.08% Reduce -3.0% 2,051 $567K
Mutual Advisors, LLC 0.02% Add +25.5% 2,071 $567K
Bolthouse Investments, LLC 0.52% — 2,050 $566K
Strategic Financial Services, Inc. 0.03% Add +7.9% 2,050 $566K
BSW Wealth Partners 0.08% Reduce -4.4% 2,043 $564K
Arkadios Wealth Advisors 0.03% Reduce -23.2% 2,042 $564K
Valley Forge Investment Consultants Inc. Adv 0.19% No change 2,033 $562K
Cetera Trust Company, N.A 0.36% Reduce -1.0% 2,010 $555K
Sentinel Trust Co. Lba 0.06% Add +17.2% 2,009 $555K
Chicago Partners Investment Group LLC 0.02% Add +3.0% 2,078 $554K
Centiva Capital, LP 0.02% Reduce -92.6% 1,992 $550K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +44.9% 1,982 $548K
ICONIQ Capital, LLC 0.01% Add +103.9% 1,982 $548K
Dearborn Partners LLC 0.02% Add +9.4% 1,968 $544K
AlTi Global, Inc. 0.01% Add +0.4% 1,963 $544K
180 Wealth Advisors, LLC 0.08% New 1,960 $542K
Baker Ellis Asset Management LLC 0.08% Add +1.3% 1,959 $541K
Challenger Wealth Management 0.46% — 1,952 $539K
Bridgefront Capital, LLC 0.18% New 1,946 $538K
Brighton Jones LLC 0.02% Add +12.8% 1,945 $537K
Rothschild Investment LLC 0.04% Reduce -1.4% 1,937 $535K
Liberty Square Wealth Partners LLC 0.19% — 2,019 $534K
State of Wyoming 0.07% Add +726.2% 1,925 $532K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.0% 1,923 $531K
Dagco, Inc. 0.18% Add +6.6% 1,913 $529K
Asahi Life Asset Management Co., LTD. 0.32% New 1,910 $528K
Shore Point Advisors, LLC 0.28% Add +5.5% 1,908 $527K
Rede Wealth, LLC 0.20% Add +2.0% 1,900 $525K
Strategic Wealth Partners, Ltd. 0.04% Reduce -2.9% 1,951 $522K
Lansing Street Advisors 0.18% Add +68.7% 1,889 $522K
AdvisorNet Financial, Inc 0.04% Reduce -0.9% 1,883 $520K
Baron Wealth Management LLC 0.24% Reduce -3.0% 1,883 $520K
Foster Dykema Cabot & Partners, LLC 0.04% Add +36.0% 1,873 $519K
Country Club Bank 0.03% Add +28.2% 1,885 $519K
Catalyst Financial Partners LLC 0.10% Add +3.2% 1,878 $519K
Sound View Wealth Advisors Group, LLC 0.04% Add +2.5% 1,876 $518K
CW Advisors, LLC 0.01% Add +8.3% 1,876 $518K
Oakworth Capital, Inc. 0.04% Add +16.6% 1,875 $518K
Wetzel Investment Advisors, Inc. 0.26% No change 1,865 $515K
Hara Capital LLC 0.33% No change 1,862 $514K
Hemenway Trust Co LLC 0.04% Reduce -2.1% 1,860 $514K
Geller Advisors LLC 0.03% Reduce -3.6% 1,851 $513K
Linscomb Wealth, Inc. 0.03% Reduce -1.8% 1,846 $510K
iSAM Funds (UK) Ltd 0.38% Reduce -49.9% 1,832 $506K
Pflug Koory, LLC 0.03% Add +18.6% 1,832 $506K
Stonebridge Capital Management Inc. 0.21% No change 1,826 $505K
Stamos Capital Partners, L.P. 0.12% New 1,820 $503K
Oak Harvest Investment Services 0.07% New 1,819 $503K
Evoke Wealth, LLC 0.01% Add +4.1% 1,810 $502K
Center for Financial Planning, Inc. 0.07% Add +4.4% 1,815 $502K
Veltria Advisors Corp. 0.21% Reduce -4.5% 1,814 $501K
Money Concepts Capital Corp. 0.04% No change 1,814 $501K
Delta Investment Management, LLC 0.10% Add +3.3% 1,809 $500K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -47.0% 1,804 $498K
Elevation Point Wealth Partners, LLC 0.04% Reduce -25.1% 1,800 $497K
USA Financial Formulas 0.08% Reduce -26.5% 1,786 $493K
Aaron Wealth Advisors LLC 0.06% Reduce -0.9% 1,784 $493K
Promethium Advisors,llc 0.34% Reduce -2.6% 1,782 $492K
Freedom Investment Management, Inc. 0.04% Reduce -50.4% 1,782 $492K
Clearstead Trust, LLC 0.11% Add +2125.0% 1,780 $492K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -39.6% 1,777 $491K
Everhart Financial Group, Inc. 0.10% Reduce -2.9% 1,773 $490K
Pointe Capital Management LLC 0.28% No change 1,773 $490K
TKG Advisors, LLC 0.23% Add +3.1% 1,834 $489K
Global X Japan Co., Ltd. 0.06% Add +9.1% 1,770 $489K
Manchester Capital Management LLC 0.06% Reduce -0.1% 1,765 $488K
BlackDiamond Wealth Management, LLC 0.28% Reduce -5.5% 1,761 $487K
Moneco Advisors, LLC 0.05% Add +28.1% 1,757 $486K
Harbour Investments, Inc. 0.01% Reduce -15.7% 1,756 $485K
MJP Associates Inc. 0.09% New 1,750 $484K
Legal Advantage Investments, Inc. 0.26% No change 1,750 $484K
Okabena Investment Services Inc. 0.13% No change 1,747 $483K
Ellevest, Inc. 0.03% Reduce -20.4% 1,747 $483K
Simon Quick Advisors, LLC 0.03% Add +11.1% 1,741 $481K
McAdam, LLC 0.03% Add +43.6% 1,741 $481K
Atlas Capital Advisors Inc. 0.06% No change 1,737 $480K
West Oak Capital, LLC 0.25% No change 1,735 $479K
Tower Bridge Advisors 0.05% No change 1,735 $479K
Orange Investment Advisors, Inc. 0.05% No change 1,720 $475K
Trust Point Inc. 0.03% Add +1.9% 1,707 $472K
Berkeley Capital Partners, LLC 0.13% No change 1,705 $471K
Ironwood Investment Counsel, LLC 0.08% Reduce -1.9% 1,689 $467K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -3.4% 1,686 $466K
Tributary Capital Management, LLC 0.04% Reduce -3.7% 1,685 $466K
Resonant Capital Advisors, LLC 0.03% Add +3.1% 1,676 $465K
Brown Financial Advisors 0.19% Add +2.6% 1,677 $463K
Associated Banc-Corp 0.01% Reduce -2.9% 1,675 $463K
Evermay Wealth Management LLC 0.07% Add +2.0% 1,672 $463K
MFA Wealth Services 0.37% — 1,669 $461K
Cutter & CO Brokerage, Inc. 0.11% Add +4.7% 1,660 $459K
Aquatic Capital Management LLC 0.01% New 1,652 $456K
Foundations Investment Advisors, LLC 0.01% Add +13.8% 1,651 $456K
First County Bank 0.25% Reduce -7.9% 1,650 $456K
AdvisorShares Investments LLC 0.09% New 1,650 $456K
Angeles Wealth Management, LLC 0.04% Add +33.6% 1,649 $456K
Group One Trading LLC 0.02% Reduce -37.3% 1,648 $455K
Bank of New Hampshire 0.12% Add +4.1% 1,642 $454K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -83.7% 1,641 $453K
Gateway Investment Advisers LLC 0.01% Reduce -8.2% 1,641 $453K
Sawyer & Company, Inc 0.17% Reduce -2.2% 1,639 $453K
Sage Private Wealth Group, LLC 0.34% Reduce -5.5% 1,633 $451K
Copley Financial Group, Inc. 0.34% Reduce -0.2% 1,629 $450K
Kingswood Wealth Advisors, LLC 0.03% Reduce -81.3% 1,628 $450K
Jackson Creek Investment Advisors LLC 0.13% Add +0.1% 1,617 $447K
Eagle Bluffs Wealth Management LLC 0.24% Add +0.1% 1,609 $445K
Patron Partners, LLC 0.24% Add +11.1% 1,596 $441K
FLC Capital Advisors 0.10% No change 1,591 $440K
Atlanta Consulting Group Advisors, LLC 0.16% Reduce -6.2% 1,589 $439K
Wambolt & Associates, LLC 0.14% New 1,585 $438K
Marex Group Ltd 0.01% No change 1,580 $437K
Broyhill Asset Management, LLC 0.38% — 1,570 $434K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.6% 1,561 $431K
Angeles Investment Advisors, LLC 0.02% No change 1,554 $431K
Voya Financial Advisors, Inc. 0.05% Add +1.6% 1,560 $430K
IFC Advisors LLC 0.09% — 1,554 $429K
Earnest Partners LLC 0.00% Reduce -3.8% 1,553 $429K
Cohen & Steers, Inc. 0.00% Add +5.4% 1,553 $429K
Heron Bay Capital Management 0.09% No change 1,545 $427K
Advisory Alpha, LLC 0.02% Reduce -1.9% 1,542 $426K
Avidian Wealth Enterprises, LLC 0.02% Add +1.5% 1,542 $426K
Callan Capital, LLC 0.03% Add +14.6% 1,541 $426K
World Equity Group, Inc. 0.09% New 1,540 $426K
Sentry Investment Management LLC 0.20% Reduce -14.0% 1,529 $422K
Gries Financial LLC 0.07% Add +36.1% 1,526 $422K
Alerus Financial NA 0.03% Reduce -10.4% 1,525 $421K
Palisade Asset Management, LLC 0.04% Add +51.8% 1,523 $421K
Roberts Glore & Co. Inc. 0.12% No change 1,521 $420K
RBA Wealth Management, LLC 0.16% No change 1,515 $419K
44 Wealth Management LLC 0.16% Reduce -4.5% 1,508 $417K
Steinberg Asset Management LLC 0.31% No change 1,500 $416K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -2.2% 1,501 $415K
Fosun International Ltd 0.13% No change 1,491 $412K
Empower Advisory Group, LLC 0.00% Add +17.7% 1,488 $411K
Clearview Wealth Advisors LLC 0.31% Reduce -1.0% 1,487 $411K
Sawgrass Asset Management LLC 0.05% Reduce -4.4% 1,487 $411K
Vicus Capital 0.04% Add +1.4% 1,480 $409K
Sompo Asset Management Co., Ltd. 0.07% No change 1,480 $409K
Americana Partners, LLC 0.02% Reduce -0.3% 1,470 $406K
Florida Financial Advisors, LLC 0.18% Add +0.3% 1,457 $403K
L2 Asset Management, LLC 0.09% Reduce -9.7% 1,451 $401K
Tectonic Advisors LLC 0.03% Add +0.3% 1,448 $400K
Smithfield Trust Co 0.02% No change 1,446 $400K
Weik Capital Management 0.16% No change 1,445 $399K
Courier Capital LLC 0.03% No change 1,444 $399K
Kenora Financial, LLC 0.16% Reduce -2.3% 1,439 $398K
Wintrust Investments LLC 0.35% Reduce -4.9% 1,427 $394K
Nicolet Advisory Services, LLC 0.04% Reduce -4.2% 1,514 $390K
Rainier Family Wealth Inc. 0.47% — 1,412 $390K
Prestige Wealth Management Group LLC 0.08% Add +1.1% 1,407 $390K
Cornerstone Advisory, LLC 0.04% Add +14.5% 1,474 $390K
Abacus Planning Group, Inc. 0.07% Add +11.2% 1,408 $389K
UNIVEST FINANCIAL Corp 0.02% No change 1,405 $388K
Delta Financial Group, Inc. 0.09% Add +8.7% 1,405 $388K
Firethorn Wealth Partners, LLC 0.19% Add +4.3% 1,401 $387K
Northern Financial Advisors Inc 0.31% Reduce -5.8% 1,401 $387K
Board of the Pension Protection Fund 0.45% — 1,400 $387K
Gardner Lewis Asset Management L P 0.10% New 1,400 $387K
Cary Street Partners Investment Advisory LLC 0.25% Reduce -86.9% 1,399 $387K
Sicart Associates LLC 0.14% Reduce -8.0% 1,390 $385K
Paradigm Capital Management, LLC 0.36% Add +11.7% 1,390 $384K
Councilmark Asset Management, LLC 0.26% No change 1,387 $383K
Tandem Wealth Advisors LLC 0.19% Add +3.0% 1,382 $382K
Carson Advisory Inc. 0.27% Reduce -1.4% 1,380 $381K
Burling Wealth Partners, LLC 0.08% — 1,375 $380K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +77.8% 1,371 $379K
Quotient Wealth Partners, LLC 0.01% Add +16.9% 1,363 $377K
Interchange Capital Partners, LLC 0.14% Add +5.9% 1,359 $375K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.1% 1,354 $375K
Soltis Investment Advisors LLC 0.03% Add +7.5% 1,358 $375K
LaSalle St. Investment Advisors, LLC 0.12% Add +1.4% 1,356 $374K
Brookstone Capital Management 0.01% Add +7.2% 1,352 $373K
Summit Global Investments 0.02% Reduce -6.9% 1,347 $372K
Phillips Wealth Planners LLC 0.37% Add +4.2% 1,440 $371K
Taika Capital, LP 0.28% New 1,340 $370K
Goelzer Investment Management, Inc. 0.02% Add +10.4% 1,340 $370K
HBK Sorce Advisory LLC 0.01% Add +5.7% 1,328 $367K
RMR Capital Management, LLC 0.27% No change 1,325 $366K
Strategy Asset Managers LLC 0.07% Add +0.3% 1,324 $366K
Drive Wealth Management, LLC 0.09% Add +6.4% 1,317 $365K
PGIM Custom Harvest LLC 0.01% Add +52.0% 1,316 $364K
Strategic Advisors LLC 0.07% Add +2.8% 1,314 $363K
Renaissance Group LLC 0.01% Reduce -1.4% 1,310 $362K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 1,185 $361K
DGS Capital Management, LLC 0.09% No change 1,302 $360K
Sage Financial Management Group, Inc. 0.13% No change 1,300 $359K
Norway Savings Bank 0.20% Add +6.2% 1,293 $357K
Bollard Group LLC 0.01% No change 1,290 $356K
Sterling Capital Management LLC 0.00% Reduce -32.7% 1,279 $353K
MRA Advisory Group 0.19% Reduce -9.3% 1,275 $352K
Sfmg, LLC 0.03% Reduce -24.3% 1,273 $352K
Wealth Effects LLC 0.12% Reduce -7.2% 1,271 $351K
Trivium Point Advisory, LLC 0.04% Reduce -13.3% 1,264 $349K
Wynn Capital, LLC 0.22% No change 1,251 $346K
KPP Advisory Services LLC 0.08% Reduce -2.0% 1,249 $345K
Arlington Trust Co LLC 0.07% Add +36.9% 1,243 $343K
Napatree Capital LLC 0.20% Add +8.8% 1,240 $343K
SYM FINANCIAL Corp 0.04% Add +18.4% 1,238 $342K
StoneX Group Inc. 0.02% Add +41.7% 1,236 $342K
Titleist Asset Management, LLC 0.04% Add +13.9% 1,236 $341K
Carret Asset Management, LLC 0.04% No change 1,231 $340K
Farmers National Bank 0.10% — 1,229 $340K
Park Edge Advisors, LLC 0.10% No change 1,224 $338K
American Institute for Advanced Investment Management, LLP 0.25% Reduce -6.9% 1,220 $337K
Broadwater Capital Management LLC 0.26% Reduce -0.8% 1,220 $337K
Pacific Capital Wealth Advisors, Inc. 0.06% Reduce -3.8% 1,220 $337K
Elgethun Capital Management 0.08% No change 1,219 $337K
Randall & Associates Wealth Management 0.28% Reduce -3.3% 1,217 $336K
Legacy Advisors, LLC 0.03% Add +2.6% 1,213 $336K
Family Manage LLC 0.05% Reduce -14.3% 1,211 $335K
Burke & Herbert Bank & Trust Co. 0.08% No change 1,208 $334K
Discipline Wealth Solutions, LLC 0.15% No change 1,206 $333K
Moment Partners, LLC 0.06% — 1,206 $333K
J.Safra Asset Management Corp 0.03% Add +44.2% 1,207 $332K
RFG - Bristol Wealth Advisors, LLC 0.11% — 1,196 $330K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -27.2% 1,192 $329K
Argyle Capital Partners, LLC 0.28% — 1,188 $328K
Spirepoint Private Client, LLC 0.04% No change 1,186 $328K
Appleton Partners Inc. 0.02% Reduce -6.2% 1,184 $327K
Stratos Investment Management, LLC 0.02% Add +0.3% 1,183 $327K
Advyzon Investment Management, LLC 0.13% — 1,176 $325K
Reliant Investment Partners, LLC 0.29% — 1,175 $325K
Smith Shellnut Wilson LLC 0.14% Reduce -2.8% 1,171 $324K
Vestmark Advisory Solutions, Inc. 0.01% Add +2.2% 1,165 $322K
Sivia Capital Partners, LLC 0.16% Add +1.0% 1,158 $320K
BankPlus Trust Department 0.10% — 1,152 $318K
Cromwell Holdings LLC 0.18% No change 1,146 $317K
Duncker Streett & Co. Inc. 0.06% Add +15.1% 1,142 $316K
Sargent Investment Group, LLC 0.05% Add +5.1% 1,204 $315K
Baker Avenue Asset Management, LP 0.01% Reduce -5.6% 1,140 $315K
Transamerica Financial Advisors, LLC 0.03% Add +19.9% 1,126 $312K
BLB&B Advisors, LLC 0.02% Reduce -17.6% 1,128 $312K
Equitable Trust Co. 0.02% Add +12.6% 1,124 $311K
McLean Asset Management Corp 0.09% Add +11.0% 1,119 $309K
Optimize Financial Inc. 0.23% — 1,118 $309K
Versor Investments LP 0.05% New 1,117 $309K
WMS Partners, LLC 0.02% New 1,115 $308K
Jump Financial, LLC 0.01% Reduce -95.3% 1,115 $308K
LeClair Wealth Partners LLC 0.20% — 1,108 $306K
Cove Private Wealth, LLC 0.19% No change 1,100 $304K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -15.4% 1,095 $303K
Reynders McVeigh Capital Management, LLC 0.02% Add +2.8% 1,094 $302K
Colonial River Investments, LLC 0.15% Add +24.6% 1,093 $302K
Zullo Investment Group, Inc. 0.12% Add +2.8% 1,093 $302K
Olistico Wealth, LLC 0.17% No change 1,089 $301K
Edgestream Partners, L.P. 0.01% New 1,088 $301K
Advus Financial Partners, LLC 0.08% Add +7.7% 1,082 $299K
Breakwater Capital Group 0.06% Reduce -0.5% 1,078 $298K
HTLF Bank 0.03% Reduce -10.1% 1,076 $297K
Dynamic Technology Lab Private Ltd 0.05% New 1,075 $297K
Cypress Capital Group 0.04% Reduce -12.2% 1,069 $295K
Arete Wealth Advisors, LLC 0.02% Add +53.0% 1,068 $295K
Clarus Group, Inc. 0.10% No change 1,065 $294K
American National Bank & Trust 0.03% Add +60.5% 1,061 $293K
Westbourne Investments, Inc. 0.17% — 1,058 $292K
Affinity Wealth Management LLC 0.05% Add +0.3% 1,057 $292K
Guardian Wealth Advisors, LLC / NC 0.02% Add +12.1% 1,051 $290K
Front Row Advisors LLC 0.10% Reduce -0.3% 1,046 $290K
New England Professional Planning Group Inc. 0.14% Add +2.9% 1,047 $289K
Prosperity Consulting Group, LLC 0.02% Add +5.8% 1,045 $289K
MCF Advisors LLC 0.02% No change 1,040 $288K
Northstar Financial Companies, Inc. 0.27% — 1,043 $288K
IMZ Advisory Inc 0.13% No change 1,042 $288K
Ameritas Advisory Services, LLC 0.01% Reduce -9.8% 1,041 $288K
VeraBank, N.A. 0.08% No change 1,039 $287K
Aware Super Pty Ltd as trustee of Aware Super 0.00% — 1,032 $285K
Guardian Wealth Advisors, LLC 0.18% Reduce -7.6% 1,032 $285K
Parthenon LLC 0.03% No change 1,027 $284K
First Financial Bank - Trust Division 0.03% Add +3.7% 1,026 $283K
Trust Co 0.03% Add +29.8% 1,023 $283K
Investment Partners Asset Management, Inc. 0.22% Add +25.9% 1,021 $282K
Financial Advisors, LLC 0.05% No change 1,020 $282K
Cascade Financial Partners, LLC 0.04% No change 1,018 $281K
RB Capital Management, LLC 0.07% Add +0.1% 1,011 $279K
Atwater Malick LLC 0.09% No change 1,010 $279K
Convergence Investment Partners, LLC 0.06% Reduce -0.7% 1,002 $277K
Autumn Glory Partners, LLC 0.14% No change 1,000 $276K
RBF Capital, LLC 0.01% No change 1,000 $276K
GHP Investment Advisors, Inc. 0.01% No change 999 $276K
HBC Financial Services, PLLC 0.17% No change 1,000 $276K
Crescent Sterling, Ltd. 0.28% Add +16.3% 998 $276K
Naviter Wealth, LLC 0.03% New 994 $276K
CYBER HORNET ETFs LLC 0.26% Add +0.8% 996 $275K
Integrated Advisors Network LLC 0.01% Add +1.4% 994 $275K
Kensington Investment Counsel, LLC 0.11% Reduce -39.7% 990 $274K
Capital Investment Advisory Services, LLC 0.03% Add +7.7% 990 $274K
Sapient Capital LLC 0.01% Reduce -7.6% 985 $273K
Wayfinding Financial, LLC 0.15% New 982 $272K
TAGStone Capital, Inc. 0.13% Add +0.5% 980 $272K
M.E. Allison & Co., Inc. 0.30% — 978 $270K
Womack Financial LLC 0.24% — 973 $269K
Revisor Wealth Management LLC 0.25% Reduce -31.2% 977 $269K
Journey Strategic Wealth LLC 0.01% No change 971 $268K
Savvy Advisors, Inc. 0.03% Reduce -61.2% 970 $268K
Renasant Bank 0.17% Add +11.5% 970 $268K
LaFleur & Godfrey LLC 0.04% No change 968 $267K
Optas, LLC 0.06% Add +0.1% 964 $266K
Portside Wealth Group, LLC 0.04% New 964 $266K
Abel Hall, LLC 0.17% No change 958 $265K
McIlrath & Eck, LLC 0.03% No change 956 $264K
FDx Advisors, Inc. 0.08% Reduce -8.3% 955 $264K
Somerset Group LLC 0.24% No change 954 $264K
Planned Solutions, Inc. 0.11% Add +6.7% 953 $263K
Verum Partners LLC 0.08% Add +1.4% 953 $263K
Sunbelt Securities, Inc. 0.02% Add +752.7% 955 $263K
Aigen Investment Management, LP 0.05% New 950 $262K
TCI Wealth Advisors, Inc. 0.02% Reduce -10.9% 950 $262K
Echo45 Advisors LLC 0.17% Add +5.8% 964 $262K
Forte Capital LLC 0.03% No change 948 $262K
Heritage Wealth Advisors 0.01% Reduce -13.8% 947 $262K
Quent Capital, LLC 0.03% Add +0.4% 945 $261K
Moss Adams Wealth Advisors LLC 0.03% Add +11.3% 942 $261K
Harrington Investments, INC 0.14% No change 943 $261K
Blueshift Asset Management, LLC 0.10% New 943 $261K
Segment Wealth Management, LLC 0.02% No change 943 $261K
ORG Partners LLC 0.04% Reduce -2.9% 941 $260K
San Luis Wealth Advisors LLC 0.05% Add +0.3% 937 $259K
Diligent Investors, LLC 0.06% No change 931 $257K
E Fund Management Co., Ltd. 0.01% New 928 $256K
Hendley & Co. Inc. 0.09% No change 925 $256K
Disciplined Investors, L.L.C. 0.25% — 974 $255K
WoodTrust Financial Corp 0.04% No change 924 $255K
BlueChip Wealth Advisors LLC 0.14% Add +14.8% 921 $254K
CVA Family Office, LLC 0.04% Add +5.5% 921 $254K
Capital Analysts, LLC 0.01% Add +0.8% 919 $254K
May Hill Capital, LLC 0.10% — 919 $254K
Southeast Asset Advisors, LLC 0.03% Add +16.8% 918 $254K
Mill Creek Capital Advisors, LLC 0.01% Reduce -9.1% 918 $254K
Barlow Wealth Partners, LLC 0.03% Add +1.9% 943 $253K
Essex LLC 0.05% No change 916 $253K
Leo Wealth, LLC 0.02% Add +1.0% 915 $253K
Visionary Wealth Advisors 0.01% Reduce -2.0% 915 $253K
Kornitzer Capital Management Inc. 0.01% Add +14.3% 914 $253K
Trilogy Capital Inc. 0.01% Reduce -3.5% 913 $252K
Financial Management Professionals, Inc. 0.03% Add +0.8% 907 $251K
First Command Advisory Services, Inc. 0.00% Add +96.8% 907 $251K
Seed Wealth Management, Inc. 0.20% No change 905 $250K
CWS Financial Advisors, LLC 0.08% New 901 $249K
Aua Capital Management, LLC 0.16% No change 900 $249K
Edmond DE Rothschild Holding S.A. 0.00% Add +21.6% 900 $249K
Invst, LLC 0.03% Reduce -2.0% 897 $248K
Genesis Private Wealth, LLC 0.14% — 897 $248K
Vermillion & White Wealth Management Group, LLC 0.18% New 897 $248K
Ancora Advisors LLC 0.01% Add +15.5% 895 $247K
CoreCap Advisors, LLC 0.01% Reduce -11.2% 893 $247K
Founders Financial Alliance, LLC 0.07% Add +1.3% 891 $246K
Northeast Planning Associates, Inc. / NH / 0.25% — 889 $246K
Novem Group 0.04% — 887 $245K
Mendel Money Management 0.11% No change 887 $245K
Philip James Wealth Mangement, LLC 0.03% Add +0.1% 884 $244K
James J. Burns & Company, LLC 0.04% Add +14.1% 884 $244K
NWF Advisory Services Inc. 0.04% New 880 $244K
Midland Wealth Advisors, LLC 0.01% No change 880 $243K
Regent Peak Wealth Advisors LLC 0.05% Reduce -29.4% 879 $243K
Axiom Financial Strategies, LLC 0.13% Reduce -3.9% 873 $241K
Jefferies Financial Group Inc. 0.00% Reduce -29.6% 872 $241K
Kolinsky Wealth Management, LLC 0.15% Reduce -2.6% 869 $240K
Focus Financial Network, Inc. 0.01% Reduce -47.1% 865 $240K
Sunflower Bank, N.A. 0.07% Add +5.2% 867 $240K
Aprio Wealth Management, LLC 0.03% Add +8.7% 866 $239K
Fairfield, Bush & Co. 0.14% No change 860 $238K
Childress Capital Advisors, LLC 0.07% Reduce -7.7% 859 $237K
Beck Mack & Oliver LLC 0.00% No change 858 $237K
Excalibur Management Corp. 0.09% Add +0.2% 857 $237K
Aspiriant, LLC 0.01% New 853 $236K
Maiden Cove Capital, LLC 0.36% Add +0.3% 849 $235K
WT Wealth Management 0.07% No change 842 $233K
Linden Thomas Advisory Services, LLC 0.03% Reduce -0.5% 840 $232K
Pacifica Partners Inc. 0.10% Add +9.0% 850 $232K
Climber Capital SA 0.19% — 839 $232K
Beverly Hills Private Wealth, LLC 0.05% New 836 $231K
MBL Wealth, LLC 0.02% Reduce -0.1% 835 $231K
Stratos Wealth Advisors, LLC 0.01% Reduce -4.6% 834 $230K
Kidder Stephen W 0.07% Reduce -2.4% 830 $229K
Clayton Financial Group LLC 0.08% Reduce -2.0% 826 $228K
Bragg Financial Advisors, Inc 0.01% Reduce -10.8% 826 $228K
Wealth Management Associates, Inc. 0.10% No change 825 $228K
Poehling Capital Management, INC. 0.06% Reduce -3.7% 825 $228K
Barry Investment Advisors, LLC 0.07% Reduce -17.6% 821 $228K
Salzhauer Michael 0.12% No change 824 $228K
AGH Wealth Advisors, LLC 0.21% — 822 $227K
Northeast Financial Consultants Inc 0.01% Add +2.6% 821 $227K
Accredited Investors Inc. 0.01% Reduce -0.1% 821 $227K
Charter Research & Investment Group, Inc. 0.17% No change 820 $227K
Busey Bank 0.01% Reduce -8.9% 820 $227K
Chapin Davis, Inc. 0.07% No change 782 $226K
Wedge Capital Management L L P 0.00% Add +3.7% 816 $225K
First American Trust, FSB 0.02% Add +0.4% 812 $224K
Calydon Capital 0.04% New 811 $224K
Intrua Financial, LLC 0.04% Reduce -12.4% 811 $224K
Crown Wealth Group, LLC 0.09% Reduce -0.3% 810 $224K
Triangle Securities Wealth Management 0.06% No change 807 $223K
Rise Advisors, LLC 0.11% Add +0.4% 804 $222K
First Bank & Trust 0.04% Reduce -16.6% 802 $222K
Thrive Wealth Management, LLC 0.04% Reduce -4.0% 801 $221K
Congress Park Capital LLC 0.08% No change 800 $221K
Clark Estates Inc. 0.04% No change 800 $221K
Rodgers Brothers Inc. 0.03% No change 800 $221K
GenTrust, LLC 0.01% Add +0.3% 794 $220K
Norden Group LLC 0.02% New 796 $220K
Longboard Asset Management, LP 0.58% — 794 $219K
Balentine LLC 0.01% No change 791 $219K
Investidor Profissional Gestao de Recursos Ltda. 0.27% New 790 $218K
Kovack Advisors, Inc. 0.02% Reduce -2.8% 788 $218K
New Republic Capital, LLC 0.14% Add +6.6% 778 $216K
Altfest L J & Co. Inc. 0.03% Add +83.5% 1,705 $215K
Leelyn Smith, LLC 0.04% No change 777 $215K
Diversify Advisory Services, LLC 0.01% Reduce -37.8% 832 $214K
Maia Wealth LLC 0.05% Add +8.3% 771 $213K
Signet Financial Management, LLC 0.03% Add +0.8% 768 $212K
Kathmere Capital Management, LLC 0.02% New 767 $212K
D'Orazio & Associates, Inc. 0.03% Add +3.9% 765 $211K
Princeton Capital Management LLC 0.07% New 765 $211K
Colonial Trust Co / SC 0.03% Add +41.2% 764 $211K
Everpar Advisors LLC 0.11% Add +3.8% 763 $211K
New Perspectives, Inc 0.11% No change 762 $211K
LWM Advisory Services, LLC 0.15% No change 760 $210K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +5.1% 759 $210K
Hoxton Planning & Management, LLC 0.08% Reduce -1.0% 759 $210K
Fortitude Advisory Group L.L.C. 0.13% Add +0.7% 756 $209K
Rockline Wealth Management, LLC 0.06% No change 756 $209K
Provenance Wealth Advisors, LLC 0.03% No change 756 $209K
Bill Few Associates, Inc. 0.07% Reduce -1.3% 754 $208K
HUB Investment Partners, LLC 0.01% Reduce -17.3% 753 $208K
Mosaic Financial Group, LLC 0.15% No change 754 $208K
Godshalk Welsh Capital Management, Inc. 0.13% Reduce -4.5% 750 $207K
Westover Capital Advisors, LLC 0.05% No change 750 $207K
Private Capital Management LLC 0.04% Reduce -21.6% 749 $207K
Gould Asset Management LLC 0.04% No change 746 $206K
Avantax Planning Partners, Inc. 0.01% Reduce -4.7% 745 $206K
Revolve Wealth Partners, LLC 0.03% New 743 $205K
Alexander Labrunerie & Co., Inc. 0.09% New 742 $205K
Prossimo Advisors, LLC 0.15% No change 743 $205K
Bedel Financial Consulting, Inc. 0.03% Reduce -0.1% 750 $205K
Kavar Capital Partners Group, LLC 0.03% No change 740 $204K
Zacks Investment Management 0.00% Add +0.1% 739 $204K
US Asset Management LLC 0.18% Reduce -6.7% 739 $204K
PBMares Wealth Management LLC 0.04% No change 738 $204K
South Plains Financial, Inc. 0.15% — 733 $203K
Cable Hill Partners, LLC 0.02% Add +1.3% 729 $202K
Poplar Forest Capital LLC 0.04% No change 731 $202K
Washington Capital Management, Inc. 0.16% No change 728 $201K
Tiemann Investment Advisors, LLC 0.09% Reduce -3.3% 726 $201K
One Wealth Advisors, LLC 0.03% Reduce -19.2% 725 $200K
Orrstown Financial Services Inc. 0.05% No change 724 $200K
GPS Wealth Strategies Group, LLC 0.03% Add +0.8% 714 $197K
Bruce G. Allen Investments, LLC 0.16% Add +24.9% 713 $197K
United Community Bank 0.07% No change 678 $187K
Salem Investment Counselors Inc. 0.01% Reduce -12.9% 673 $187K
Larson Financial Group LLC 0.01% Add +19.1% 673 $186K
Hazlett, Burt & Watson, Inc. 0.08% Add +8.8% 667 $185K
Medallion Wealth Advisors, LLC 0.09% — 646 $178K
Delta Asset Management LLC 0.02% No change 633 $175K
GW&K Investment Management, LLC 0.00% Add +1.0% 627 $173K
Aviso Financial Inc. 0.01% Add +8.8% 615 $170K
Silver Oak Securities, Incorporated 0.02% New 616 $170K
CoreFirst Bank & Trust 0.10% Reduce -11.3% 599 $166K
Central Pacific Bank - Trust Division 0.02% No change 570 $157K
Deseret Mutual Benefit Administrators 0.08% Reduce -2.1% 556 $154K
Versant Capital Management, Inc 0.03% Add +133.9% 552 $153K
Hexagon Capital Partners LLC 0.03% Add +12.4% 545 $151K
Global Trust Asset Management, LLC 0.06% Reduce -44.0% 531 $147K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +15.3% 527 $146K
Sandy Spring Bank 0.01% Add +27.6% 522 $144K
Golden State Wealth Management, LLC 0.02% — 503 $139K
SBI Securities Co., Ltd. 0.00% — 482 $133K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -1.4% 481 $133K
Union Savings Bank 0.06% No change 471 $130K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.08% — 470 $130K
Brown, Lisle/Cummings, Inc. 0.04% No change 470 $130K
First Financial Corp. 0.06% No change 468 $129K
Dakota Community Bank & Trust NA 0.60% Add +11.0% 454 $125K
Aventura Private Wealth, LLC 0.07% — 454 $125K
Pinnacle Bancorp, Inc. 0.04% No change 452 $125K
Bray Capital Advisors 0.03% No change 446 $123K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +4.9% 430 $119K
Avalon Trust Co 0.01% No change 426 $118K
General Partner, Inc. 0.07% No change 425 $117K
Kathleen S. Wright Associates Inc. 0.05% No change 420 $116K
Birchbrook, Inc. 0.06% No change 413 $114K
Carolinas Wealth Consulting LLC 0.02% No change 409 $113K
Mowery & Schoenfeld Wealth Management, LLC 0.22% Add +19.9% 404 $112K
Blume Capital Management, Inc. 0.02% No change 400 $111K
Arcadia Investment Management Corp. 0.02% No change 400 $111K
Fortitude Family Office, LLC 0.04% Add +3.0% 379 $105K
JFS Wealth Advisors, LLC 0.01% No change 377 $104K
2UniFi Bank 0.07% — 365 $101K
Mark Sheptoff Financial Planning, LLC 0.05% No change 361 $100K
Wellington Shields & Co., LLC 0.03% No change 361 $100K
Millstone Evans Group, LLC 0.07% — 359 $99K
Anchor Investment Management, LLC 0.01% Reduce -38.6% 355 $98K
Richardson Financial Services Inc. 0.07% Add +1.2% 340 $94K
Avion Wealth 0.02% Add +0.9% 338 $93K
Bfsg, LLC 0.01% No change 335 $93K
Thompson Investment Management, Inc. 0.01% New 330 $91K
Wingate Wealth Advisors, Inc. 0.09% — 325 $90K
Ameriflex Group, Inc. 0.04% — 329 $89K
AlphaCentric Advisors LLC 0.09% Reduce -5.0% 321 $89K
Rosenberg Matthew Hamilton 0.02% Add +91.6% 320 $88K
Kestra Investment Management, LLC 0.00% New 319 $88K
Hantz Financial Services, Inc. 0.00% No change 317 $88K
Park Square Financial Group, LLC 0.06% — 317 $88K
Tortoise Investment Management, LLC 0.01% Add +18.3% 317 $88K
Reyes Financial Architecture, Inc. 0.07% — 315 $87K
Indiana Trust & Investment Management Co 0.03% No change 313 $86K
Crews Bank & Trust 0.01% — 313 $86K
Key Financial Inc 0.02% Add +38.7% 308 $85K
Berbice Capital Management LLC 0.07% — 300 $83K
Lavaca Capital LLC 0.04% New 300 $83K
Physician Wealth Advisors, Inc. 0.01% New 296 $82K
Private Wealth Management Group, LLC 0.03% No change 286 $79K
Horizons Wealth Management 0.06% No change 282 $78K
Wood Tarver Financial Group, LLC 0.03% — 282 $77K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.8% 277 $77K
Mb, Levis & Associates, LLC 0.04% No change 277 $76K
Salomon & Ludwin, LLC 0.01% No change 270 $75K
Acima Private Wealth, LLC 0.02% No change 264 $73K
Cove Street Capital, LLC 0.08% No change 260 $72K
Granite FO LLC 0.04% No change 260 $72K
Lee Danner & Bass Inc. 0.01% New 249 $69K
Riverview Trust Co 0.06% No change 247 $68K
Investors Research Corp 0.01% No change 247 $68K
OAKMONT Corp 0.01% No change 240 $66K
Hemington Wealth Management 0.02% Add +14.9% 239 $66K
Hilltop National Bank 0.02% Reduce -27.7% 238 $66K
WR Wealth Planners, LLC 0.02% Reduce -6.0% 237 $65K
Boyd Watterson Asset Management LLC 0.02% No change 226 $62K
Bell Investment Advisors, Inc 0.01% Reduce -0.9% 222 $61K
Addison Advisors LLC 0.02% No change 215 $59K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $59K
TFC Financial Management, Inc. 0.01% Reduce -14.6% 205 $57K
Armstrong Advisory Group, Inc. 0.00% No change 205 $57K
Atwood & Palmer Inc. 0.00% No change 205 $57K
ESL Trust Services, LLC 0.01% No change 200 $55K
Loomis Sayles & Co. L P 0.00% New 200 $55K
Park Place Capital Corp 0.02% No change 199 $55K
Clean Yield Group 0.02% Add +29.1% 191 $53K
North Star Investment Management Corp. 0.00% Add +1023.5% 191 $53K
Tompkins Financial Corp. 0.00% No change 189 $52K
Pension & Wealth Management Advisors, Inc. 0.02% New 186 $52K
Old Second National Bank of Aurora 0.01% Add +3.3% 186 $51K
Colonial Trust Advisors 0.00% Reduce -36.4% 185 $51K
Beacon Capital Management, LLC 0.01% Add +2.8% 184 $51K
Raleigh Capital Management Inc. 0.02% Reduce -2.7% 183 $51K
Concourse Financial Group Securities, Inc. 0.00% Reduce -30.4% 188 $50K
Albion Financial Group 0.00% Add +411.4% 179 $50K
HHM Wealth Advisors, LLC 0.01% Reduce -45.3% 179 $49K
JNBA Financial Advisors 0.01% No change 179 $49K
Main Street Group, LTD 0.02% No change 176 $49K
Chilton Capital Management LLC 0.00% Reduce -15.2% 168 $46K
Marshall & Sterling Wealth Advisors Inc. 0.03% — 166 $46K
University of Texas/Texas Am Investment Management Co. 0.01% No change 164 $45K
Caldwell Trust Co 0.00% Reduce -79.0% 164 $45K
First United Bank & Trust 0.02% No change 163 $45K
Bangor Savings Bank 0.00% No change 162 $45K
Hurley Capital, LLC 0.04% — 159 $44K
Operose Advisors LLC 0.01% Reduce -62.9% 159 $44K
Archer Investment Corp 0.01% No change 159 $44K
Sachetta, LLC 0.02% Reduce -28.6% 157 $43K
Financial Life Planners 0.04% — 154 $43K
Hollencrest Capital Management 0.00% No change 152 $42K
Meeder Asset Management Inc. 0.00% Reduce -60.5% 151 $42K
Intelligent Financial Strategies 0.02% No change 149 $41K
BOK Financial Private Wealth, Inc. 0.00% Add +5.1% 144 $40K
Castleview Partners, LLC 0.02% Add +5.8% 145 $40K
Whipplewood Advisors, LLC 0.02% — 143 $40K
Gables Capital Management Inc. 0.02% No change 140 $39K
Elevation Wealth Partners, LLC 0.02% No change 140 $39K
Covestor Ltd 0.02% Add +19.0% 138 $38K
Global Financial Private Client, LLC 0.01% Reduce -92.9% 136 $38K
Capital A Wealth Management, LLC 0.06% — 135 $37K
Mainstream Capital Management LLC 0.03% New 134 $37K
Oarsman Capital, Inc. 0.01% Reduce -28.0% 134 $37K
SOA Wealth Advisors, LLC. 0.01% No change 133 $37K
Human Investing LLC 0.01% New 132 $36K
WPG Advisers, LLC 0.03% — 129 $36K
Atlantic Private Wealth, LLC 0.03% No change 125 $35K
Kimelman & Baird, LLC 0.00% No change 125 $35K
Bank & Trust Co 0.03% No change 124 $34K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +254.3% 124 $34K
Tradewinds Capital Management, LLC 0.01% No change 123 $34K
Eagle Bay Advisors LLC 0.02% No change 122 $34K
Truvestments Capital LLC 0.01% Add +14.2% 121 $33K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +0.8% 118 $33K
West Paces Advisors Inc. 0.01% No change 113 $31K
Wellington Shields Capital Management, LLC 0.01% No change 112 $31K
Glen Eagle Advisors, LLC 0.01% No change 111 $31K
Richards, Merrill & Peterson, Inc. 0.02% — 111 $31K
Atticus Wealth Management, LLC 0.01% No change 110 $30K
Crewe Advisors LLC 0.00% Reduce -57.0% 110 $30K
Sugarloaf Wealth Management, LLC 0.01% No change 109 $30K
Navera Investment Management Ltd. 0.00% No change 108 $30K
Crowley Wealth Management, Inc. 0.03% — 105 $29K
Sierra Ocean, LLC 0.02% — 104 $29K
Abound Wealth Management 0.01% Add +6.2% 103 $28K
Valued Wealth Advisors LLC 0.02% Reduce -1.9% 102 $28K
Bogart Wealth, LLC 0.00% No change 102 $28K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $28K
Continuum Advisory, LLC 0.00% Add +4.1% 101 $28K
Pathway Financial Advisers, LLC 0.01% Reduce -99.7% 100 $27K
Laurel Wealth Advisors LLC 0.00% No change 99 $27K
City Holding Co. 0.00% No change 99 $27K
Kozak & Associates, Inc. 0.01% No change 100 $27K
Financial Perspectives, Inc 0.01% No change 94 $26K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.1% 87 $24K
Centricity Wealth Management, LLC 0.02% — 78 $22K
Canton Hathaway, LLC 0.01% No change 76 $21K
Cherry Tree Wealth Management, LLC 0.01% No change 76 $21K
Altshuler Shaham Ltd 0.00% Add +2.7% 76 $21K
Northwest Bank & Trust Co 0.02% No change 72 $21K
Parvin Asset Management, LLC 0.02% — 75 $21K
Runnymede Capital Advisors, Inc. 0.02% — 75 $21K
Darwin Wealth Management, LLC 0.01% New 75 $21K
Atlatl Advisers LLC 0.01% — 69 $19K
Mascoma Wealth Management LLC 0.00% No change 69 $19K
Murphy & Mullick Capital Management Corp 0.02% — 68 $19K
Bayforest Capital Ltd 0.02% — 66 $18K
Mendota Financial Group, LLC 0.01% Reduce -1.5% 65 $18K
Cassady Schiller Wealth Management, LLC 0.01% Add +38.3% 65 $18K
Toth Financial Advisory Corp. 0.00% No change 65 $18K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% No change 65 $18K
WealthTrak Capital Management LLC 0.01% — 64 $18K
Legend Financial Advisors, Inc. 0.01% No change 63 $17K
Northwest Capital Management Inc 0.01% No change 59 $16K
Iron Horse Wealth Management, LLC 0.01% No change 59 $16K
West Branch Capital LLC 0.01% No change 58 $16K
Raffa Wealth Management, LLC 0.00% Add +18.8% 57 $16K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 56 $15K
Proffitt & Goodson Inc. 0.00% No change 56 $15K
Dunhill Financial, LLC 0.01% Add +61.8% 55 $15K
Tsfg, LLC 0.00% Add +57.1% 55 $15K
Chesapeake Asset Management LLC 0.01% No change 54 $15K
Copeland Capital Management, LLC 0.00% No change 54 $15K
PFG Private Wealth Management, LLC 0.01% No change 53 $15K
Fiduciary Advisors, Inc. 0.01% — 50 $14K
Painted Porch Advisors LLC 0.01% No change 49 $14K
Navigoe, LLC 0.01% — 50 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 48 $13K
Acadian Asset Management LLC 0.00% No change 50 $13K
Transce3nd, LLC 0.00% — 47 $13K
Westside Investment Management, Inc. 0.00% No change 46 $13K
Cornerstone Planning Group LLC 0.00% Add +4.7% 45 $12K
Copia Wealth Management 0.01% — 45 $12K
GoalVest Advisory LLC 0.00% Reduce -74.7% 45 $12K
Noble Wealth Management PBC 0.01% — 41 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -10.9% 41 $11K
Red Tortoise LLC 0.01% No change 39 $11K
Atala Financial Inc 0.01% — 38 $10K
Ulland Investment Advisors, LLC 0.01% No change 35 $10K
Harbor Capital Advisors, Inc. 0.00% No change 37 $10K
Cedar Mountain Advisors, LLC 0.00% No change 36 $10K
Headlands Technologies LLC 0.00% New 36 $10K
Sound Income Strategies, LLC 0.00% Reduce -22.2% 35 $10K
DT Investment Partners, LLC 0.00% No change 35 $10K
MidAtlantic Capital Management, Inc. 0.01% Reduce -29.2% 34 $9K
Holos Integrated Wealth LLC 0.01% — 34 $9K
Hopwood Financial Services, Inc. 0.01% — 33 $9K
Keener Financial Planning LLC 0.01% No change 36 $9K
Coppell Advisory Solutions LLC 0.00% No change 30 $8K
Silicon Valley Capital Partners 0.00% No change 28 $8K
True Wealth Design, LLC 0.00% New 28 $8K
Centennial Bank 0.00% No change 27 $7K
Barrett & Company, Inc. 0.00% Reduce -49.0% 26 $7K
First PREMIER Bank 0.00% No change 25 $7K
Clal Insurance Enterprises Holdings Ltd 0.00% New 24 $7K
Conquis Financial LLC 0.01% — 25 $7K
TD Capital Management LLC 0.00% No change 24 $7K
High Note Wealth, LLC 0.00% New 23 $6K
New Millennium Group LLC 0.00% Add +35.3% 23 $6K
Glass Jacobson Investment Advisors llc 0.00% New 21 $6K
1620 Investment Advisors, Inc. 0.00% No change 21 $6K
Lanark Financial, Inc. 0.52% — 20 $6K
MPWM Advisory Solutions, LLC 0.00% — 20 $6K
Aspect Partners, LLC 0.00% Reduce -42.9% 20 $6K
Carolina Wealth Advisors, LLC 0.00% No change 20 $6K
Clark Wealth Partners 0.00% — 19 $5K
Ruedi Wealth Management, Inc. 0.00% No change 19 $5K
One River Asset Management, LLC 0.01% New 19 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 19 $5K
William B. Walkup & Associates, Inc. 0.00% No change 17 $5K
Trifecta Capital Advisors, LLC 0.00% Reduce -76.1% 17 $5K
Financial Network Wealth Advisors LLC 0.01% Add +14.3% 16 $4K
Stephens Consulting, LLC 0.00% No change 16 $4K
Fairway Wealth LLC 0.00% New 15 $4K
Fairscale Capital, LLC 0.00% No change 14 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 13 $4K
Burkett Financial Services, LLC 0.00% No change 12 $3K
Highline Wealth Partners LLC 0.00% Add +20.0% 12 $3K
Principia Wealth Advisory, LLC 0.00% — 11 $3K
Adirondack Trust Co. 0.00% No change 11 $3K
Strengthening Families & Communities, LLC 0.00% No change 12 $3K
Raelipskie Partnership 0.00% Reduce -90.0% 10 $3K
Breakwater Investment Management 0.00% No change 10 $3K
NewSquare Capital LLC 0.00% New 10 $3K
PayPay Securities Corp 0.11% New 9 $2K
Global Wealth Strategies & Associates 0.00% No change 9 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 9 $2K
Legacy Investment Solutions, LLC 0.00% No change 9 $2K
Legacy Wealth Managment, LLC 0.00% No change 9 $2K
Motco 0.00% No change 8 $2K
Plante Moran Financial Advisors, LLC 0.00% Reduce -63.6% 8 $2K
WealthCollab, LLC 0.00% No change 7 $2K
North Ridge Wealth Advisors, Inc. 0.00% New 6 $2K
Talon Private Wealth, LLC 0.00% No change 6 $2K
Parkworth Wealth Management, Inc. 0.00% — 5 $1K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
PSI Advisors, LLC 0.00% No change 5 $1K
Contravisory Investment Management, Inc. 0.00% New 5 $1K
Spectrum Wealth Counsel, LLC 0.00% No change 5 $1K
Redwood Park Advisors LLC 0.00% — 4 $1K
Horizon Financial Services, LLC 0.00% No change 4 $1K
PEAK6 LLC 0.00% — 3 $793
Sugar Maple Asset Management, LLC 0.00% New 2 $553
Hager Investment Management Services, LLC 0.00% — 2 $553
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $553
Y.D. More Investments Ltd 0.00% Add +83.2% 458 $347
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $277
Financial Gravity Companies, Inc. 0.00% No change 1 $276
Cape Investment Advisory, Inc. 0.00% New 1 $276
Parallax Volatility Advisers, L.P. 0.00% New 1 $276

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