ChubbCB

13F holders, Q1 2025 (March 31)
1,921holders +21
153new positions
122sold out
10famous investors
$301.85avg. 13F price*

At the end of Q1 2025, 1,921 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 21 from Q4 2024. 153 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($11.0B), BlackRock, Inc. ($8.5B) and Berkshire Hathaway ($8.2B). 10 famous investors held it, including Warren Buffett (3.1% of Berkshire Hathaway's portfolio), Andreas Halvorsen (1.9% of Viking Global Investors's portfolio) and Cliff Asness (0.4% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions153$907.7M
Exits122$362.1M

All 13F filers, Q4 2024 → Q1 2025: 15,186,043 shares bought and 15,130,865 shares sold, net +55,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,921 holders

Vanguard Group Inc. 0.20% Add +0.2% 36,528,842 $11.0B
BlackRock, Inc. 0.18% Reduce -1.1% 28,026,620 $8.5B
Berkshire Hathaway 3.14% No change 27,033,784 $8.2B
State Street Corp. 0.22% Reduce -0.1% 17,437,853 $5.3B
FMR LLC 0.29% Reduce -4.5% 14,966,824 $4.5B
T. Rowe Price Associates Inc. 0.54% Reduce -11.2% 14,574,441 $4.4B
Capital World Investors 0.58% Add +3.9% 11,924,736 $3.6B
GQG Partners LLC 4.52% Add +112.1% 9,394,018 $2.8B
Capital Research Global Investors 0.61% Add +4.6% 9,300,934 $2.8B
Geode Capital Management, LLC 0.21% Add +1.9% 8,780,059 $2.6B
Massachusetts Financial Services Co. 0.78% Reduce -1.9% 7,725,355 $2.3B
Wellington Management Group LLP 0.42% Reduce -16.0% 7,171,879 $2.2B
Morgan Stanley 0.14% Add +0.8% 6,422,791 $1.9B
Capital International Investors 0.36% Add +1.8% 6,118,795 $1.8B
Wells Fargo & Company 0.43% Reduce -0.7% 5,826,044 $1.8B
JPMorgan Chase & Co. 0.12% Reduce -15.4% 5,350,820 $1.6B
Ameriprise Financial Inc. 0.38% Add +6.9% 4,696,682 $1.4B
Norges Bank 0.19% Add +4.9% 4,439,403 $1.3B
Bank of America Corp. 0.12% Add +5.0% 4,417,006 $1.3B
Raymond James Financial Inc. 0.48% Reduce -0.1% 4,188,505 $1.3B
Royal Bank of Canada 0.27% Reduce -7.8% 4,063,592 $1.2B
Northern Trust Corp. 0.17% Reduce -1.9% 3,851,093 $1.2B
Deutsche Bank AG 0.42% Reduce -2.9% 3,499,901 $1.1B
UBS Group AG 0.19% Add +10.8% 2,842,919 $858.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.22% Add +1.1% 2,784,053 $840.8M
Legal & General Group Plc 0.21% Reduce -2.7% 2,577,237 $778.3M
Dimensional Fund Advisors LP 0.17% Reduce -0.5% 2,318,278 $700.0M
Invesco Ltd. 0.13% Reduce -11.5% 2,299,799 $694.5M
Bank of New York Mellon Corp 0.13% Reduce -3.5% 2,244,793 $677.9M
Charles Schwab Investment Management Inc. 0.13% Reduce -0.0% 2,234,787 $674.9M
Viking Global Investors 1.87% New 1,949,065 $588.6M
Goldman Sachs Group Inc. 0.11% Reduce -10.1% 1,893,782 $571.9M
Nuveen, LLC 0.17% — 1,861,719 $562.2M
First Trust Advisors LP 0.49% Reduce -5.3% 1,819,820 $549.6M
Barclays PLC 0.24% Add +11.5% 1,723,960 $520.6M
Boston Partners 0.63% Reduce -2.2% 1,724,115 $520.2M
Lazard Asset Management LLC 0.76% Reduce -3.7% 1,492,166 $450.6M
California Public Employees Retirement System 0.31% Add +10.3% 1,489,778 $449.9M
AQR Capital Management 0.44% Add +19.6% 1,410,449 $423.8M
Principal Financial Group Inc. 0.23% Reduce -0.6% 1,354,802 $409.1M
Beutel, Goodman & Co Ltd. 2.23% Add +27.1% 1,280,901 $386.8M
Schroder Investment Management Group 0.37% Add +1.5% 1,236,806 $366.6M
Fayez Sarofim & Co 0.90% Reduce -4.3% 1,202,282 $363.1M
Envestnet Asset Management Inc. 0.12% Add +3.6% 1,192,017 $360.0M
Amundi 0.13% Reduce -11.1% 1,162,803 $351.7M
Davis Selected Advisers 1.89% Reduce -0.8% 1,086,389 $328.1M
Swiss National Bank 0.23% Reduce -0.4% 1,079,991 $326.1M
Sumitomo Mitsui Trust Group, Inc. 0.21% Add +0.5% 994,430 $300.3M
Alliancebernstein L.P. 0.11% Add +3.7% 991,521 $299.4M
Altrinsic Global Advisors LLC 14.14% Reduce -5.2% 948,289 $286.4M
PNC Financial Services Group, Inc. 0.14% Reduce -1.8% 895,293 $270.4M
Mycio Wealth Partners, LLC 63.26% Reduce -5.5% 888,123 $268.2M
National Pension Service 0.25% Add +5.1% 855,973 $258.5M
Jennison Associates LLC 0.17% Reduce -12.8% 780,832 $235.8M
Troy Asset Management Ltd 6.29% Add +89.6% 793,427 $229.9M
Polar Capital Holdings Plc 1.38% Add +1.6% 747,000 $225.6M
ProShare Advisors LLC 0.49% Add +0.7% 723,006 $218.3M
BNP Paribas Financial Markets 0.17% Add +5.5% 715,498 $216.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.19% Add +13.4% 700,612 $211.6M
Cullen Capital Management, LLC 2.44% Reduce -11.6% 699,376 $211.2M
Rhumbline Advisers 0.20% Add +1.7% 695,690 $210.1M
Stifel Financial Corp. 0.22% Reduce -0.6% 681,063 $205.7M
SG Americas Securities, LLC 0.71% Add +1243.9% 680,456 $205.5M
New York State Common Retirement Fund 0.30% Add +1.3% 670,998 $202.6M
Citigroup Inc. 0.15% Add +79.0% 631,628 $190.7M
Ensign Peak Advisors, Inc 0.36% Add +3.2% 626,955 $189.3M
US Bancorp \de 0.25% Reduce -2.8% 615,064 $185.7M
Natixis Advisors, LLC 0.34% Reduce -0.3% 610,945 $184.5M
California State Teachers Retirement System 0.22% Reduce -1.1% 599,628 $181.1M
Manufacturers Life Insurance Company, The 0.17% Add +0.5% 593,302 $179.2M
Corient Private Wealth LP 0.29% Reduce -3.6% 581,090 $175.5M
Clark Capital Management Group, Inc. 1.24% Add +7.2% 573,241 $173.1M
DNB Asset Management AS 0.78% Add +13.6% 562,263 $169.8M
Confluence Investment Management LLC 2.43% Reduce -3.1% 558,131 $168.6M
Cooke & Bieler LP 1.67% Reduce -11.1% 552,174 $166.8M
Bank of Montreal 0.09% Reduce -13.9% 537,305 $162.3M
Lord, Abbett & Co. LLC 0.58% Reduce -13.3% 514,362 $155.3M
Van Lanschot Kempen Investment Management N.V. 1.62% Add +11.1% 512,291 $154.7M
Adage Capital Partners Gp, L.L.C. 0.27% Add +88.2% 489,883 $147.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.17% Add +158.4% 475,277 $143.5M
Caisse de depot et placement du Quebec 0.30% Reduce -13.3% 466,740 $141.0M
Barrow Hanley Mewhinney & Strauss LLC 0.51% Reduce -1.6% 466,198 $140.8M
Davis Asset Management, L.P. 5.65% No change 450,000 $135.9M
Robeco Institutional Asset Management B.V. 0.26% Reduce -34.4% 448,241 $135.4M
Boston Trust Walden Corp 0.99% Reduce -0.1% 446,892 $135.0M
Evercore Wealth Management, LLC 2.16% Reduce -2.2% 443,665 $134.0M
LPL Financial LLC 0.05% Add +15.9% 434,630 $131.3M
HSBC Holdings PLC 0.09% Reduce -4.6% 430,866 $129.8M
CANADA LIFE ASSURANCE Co 0.22% Add +0.4% 405,968 $122.9M
Welch & Forbes LLC 1.60% Reduce -0.4% 404,359 $122.1M
Glenmede Trust Co. NA 0.65% Reduce -0.6% 403,167 $121.8M
Russell Investments Group, Ltd. 0.17% Add +17.3% 400,908 $121.0M
Cincinnati Insurance Co. 2.08% No change 393,738 $118.9M
Victory Capital Management Inc. 0.12% Add +0.2% 385,924 $116.5M
Thrivent Financial for Lutherans 0.26% Reduce -0.5% 384,356 $115.8M
State Board of Administration of Florida Retirement System 0.23% No change 377,666 $114.1M
Cincinnati Financial Corp. 2.45% No change 362,902 $109.6M
Huntington National Bank 1.05% Reduce -0.5% 357,814 $108.1M
Vest Financial, LLC 1.68% Add +10.7% 357,332 $107.9M
Canada Pension Plan Investment Board 0.10% Reduce -11.4% 347,866 $105.1M
Franklin Resources Inc. 0.03% Add +7.8% 334,445 $101.0M
Rathbones Group PLC 0.49% Reduce -0.3% 333,183 $100.6M
Storebrand Asset Management As 0.32% Reduce -20.2% 321,288 $97.0M
Neuberger Berman Group LLC 0.08% Reduce -0.3% 319,383 $96.5M
Homestead Advisers Corp 2.31% No change 312,011 $94.2M
Cannell & Spears LLC 2.01% Reduce -0.4% 309,759 $93.5M
New York State Teachers Retirement System 0.21% Reduce -5.8% 304,572 $92.0M
Agf Management Ltd. 0.48% Reduce -2.9% 301,540 $91.1M
DekaBank Deutsche Girozentrale 0.18% Reduce -2.2% 346,531 $89.9M
Janney Montgomery Scott LLC 0.25% Add +14.0% 293,404 $88.6M
JARISLOWSKY, FRASER Ltd 0.55% Reduce -36.4% 290,438 $87.7M
Cerity Partners LLC 0.18% Add +10.0% 285,888 $86.3M
Brandywine Global Investment Management, LLC 0.62% Add +28.5% 282,793 $85.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Reduce -28.0% 282,755 $85.4M
Federated Hermes, Inc. 0.18% Reduce -5.3% 279,528 $84.4M
Cornerstone Investment Partners, LLC 4.07% Reduce -0.3% 278,296 $84.0M
TD Asset Management Inc 0.08% Add +5.2% 273,685 $82.7M
Bridgewater Associates 0.38% New 272,434 $82.3M
Lansforsakringar Fondforvaltning AB (publ) 0.50% Reduce -53.2% 272,257 $82.2M
APG Asset Management N.V. 0.25% Reduce -5.7% 292,115 $81.7M
Nomura Asset Management Co. Ltd. 0.25% Add +2.0% 265,765 $80.3M
HighTower Advisors, LLC 0.11% Add +0.4% 260,442 $78.7M
William Blair Investment Management, LLC 0.22% Add +39.6% 259,685 $78.4M
Korea Investment CORP 0.19% Reduce -5.6% 256,398 $77.4M
Cacti Asset Management LLC 5.91% No change 257,466 $76.3M
Todd Asset Management LLC 1.77% Reduce -0.2% 249,693 $75.4M
CapitalatWork S.A. 2.44% New 248,213 $75.0M
Davis R M Inc. 1.50% Add +1.0% 247,962 $74.9M
Rockefeller Capital Management L.P. 0.18% Add +15.6% 246,931 $74.6M
D.A. Davidson & Co. 0.60% Add +2.2% 245,612 $74.2M
TCTC Holdings, LLC 2.59% Add +0.1% 243,376 $73.5M
Royal London Asset Management Ltd. 0.17% Add +10.4% 242,189 $73.1M
Danske Bank A/S 0.22% Reduce -0.2% 241,984 $73.1M
Bartlett & Co. Wealth Management LLC 1.07% Add +1.6% 239,225 $72.4M
Swedbank AB 0.10% Reduce -10.2% 238,937 $72.2M
London Co. of Virginia 0.41% Reduce -1.2% 236,974 $71.6M
Evelyn Partners Investment Management LLP 2.37% Add +5.2% 235,585 $71.1M
Allianz Asset Management GmbH 0.10% Reduce -36.4% 233,920 $70.6M
Nordea Investment Management AB 0.07% Reduce -32.4% 233,828 $70.6M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -5.2% 230,052 $69.5M
STRS Ohio 0.29% Reduce -1.6% 229,957 $69.4M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -17.9% 228,104 $68.9M
State of Wisconsin Investment Board 0.18% Reduce -0.2% 226,558 $68.4M
Retirement Systems of Alabama 0.26% Reduce -1.2% 220,015 $66.4M
Teachers Retirement System of the State of Kentucky 0.59% Add +0.5% 215,497 $65.1M
Oldfield Partners LLP 18.24% Reduce -2.2% 206,700 $62.4M
Commerce Bank 0.40% Add +1.3% 206,569 $62.4M
Baird Financial Group, Inc. 0.12% Add +0.5% 203,631 $61.5M
Aviva PLC 0.15% Add +15.8% 203,056 $61.3M
Pictet Asset Management Holding SA 0.07% Add +5.9% 201,906 $61.0M
Chevy Chase Trust Holdings, LLC 0.19% Reduce -0.7% 198,737 $60.0M
Financial Counselors Inc. 0.91% Reduce -0.7% 197,516 $59.6M
Calamos Advisors LLC 0.41% Reduce -12.5% 197,345 $59.6M
Personal Cfo Solutions, LLC 11.87% Reduce -0.1% 193,555 $58.5M
LGT Group Foundation 0.80% Reduce -14.1% 192,833 $58.2M
Asset Management One Co., Ltd. 0.20% Add +0.1% 192,062 $58.0M
Nisa Investment Advisors, LLC 0.28% Reduce -41.8% 186,890 $56.7M
Truist Financial Corp. 0.09% Reduce -3.0% 185,283 $56.0M
Treasurer of the State of North Carolina 0.22% Reduce -7.7% 185,231 $55.9M
Schwartz Investment Counsel Inc. 1.92% No change 185,050 $55.9M
ZWJ Investment Counsel Inc. 2.27% Add +2.3% 184,898 $55.8M
Sei Investments Co. 0.07% Add +0.4% 184,555 $55.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Add +2.4% 183,284 $55.3M
Capital International, Inc. 0.65% Add +7.3% 178,008 $53.8M
CIBC Private Wealth Group LLC 0.11% Add +5.5% 195,222 $53.7M
Cambiar Investors LLC 2.26% Reduce -1.5% 176,863 $53.4M
Bank of Nova Scotia 0.12% Reduce -53.4% 176,380 $53.3M
Jupiter Asset Management Ltd. 0.51% Reduce -13.7% 174,729 $52.8M
Fifth Third Bancorp 0.20% Reduce -7.8% 174,550 $52.7M
Public Employees Retirement System of Ohio 0.19% Reduce -3.2% 172,410 $52.1M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Reduce -40.0% 168,543 $50.9M
Tredje AP-fonden 0.46% Add +18.1% 163,070 $49.2M
Qube Research & Technologies Ltd 0.08% Reduce -50.0% 161,759 $48.8M
Smith Chas P & Associates Pa Cpas 2.79% Add +0.9% 158,705 $47.9M
WestEnd Advisors, LLC 1.26% Reduce -1.0% 156,995 $47.4M
Grandfield & Dodd, LLC 2.94% Reduce -0.3% 156,759 $47.3M
First Manhattan Co. Llc. 0.14% Add +23.9% 155,359 $47.0M
&partners 0.48% Add +17.4% 153,167 $45.5M
MAI Capital Management 0.34% Add +1.0% 150,339 $45.4M
Capital International Sarl 1.03% Add +9.3% 150,074 $45.3M
Mn Services Vermogensbeheer B.V. 0.35% Reduce -7.3% 149,470 $45.1M
Regions Financial Corp. 0.33% Reduce -59.7% 148,005 $44.7M
Willis Investment Counsel 3.00% Add +0.4% 147,945 $44.7M
Canoe Financial LP 0.72% Reduce -1.2% 147,769 $44.6M
KLP Kapitalforvaltning As 0.22% Reduce -2.9% 146,902 $44.5M
Creative Planning 0.04% Add +13.0% 143,659 $43.4M
State of Tennessee, Department of Treasury 0.16% Reduce -2.1% 142,075 $42.9M
Woodley Farra Manion Portfolio Management Inc. 2.12% Add +2.3% 140,937 $42.7M
ASR Vermogensbeheer N.V. 0.62% — 139,312 $42.1M
Great Lakes Advisors, LLC 0.38% Reduce -19.8% 139,152 $42.0M
Carnegie Investment Counsel 0.99% Add +204.8% 142,860 $41.7M
Steward Partners Investment Advisory, LLC 0.37% Add +5.8% 136,729 $41.3M
Tocqueville Asset Management L.P. 0.67% Add +1.2% 135,113 $40.8M
Squarepoint Ops LLC 0.10% Reduce -43.1% 133,742 $40.4M
Roffman Miller Associates Inc. 2.53% Add +1.8% 132,728 $40.1M
Country Trust Bank 1.01% Reduce -0.6% 132,192 $39.9M
Handelsbanken Fonder AB 0.16% Reduce -7.8% 130,705 $39.5M
State of New Jersey Common Pension Fund D 0.18% Reduce -8.7% 130,313 $39.4M
Berkshire Asset Management LLC 1.80% Reduce -0.3% 130,245 $37.6M
Groupe la Francaise 0.79% New 124,635 $37.2M
Deroy & Devereaux Private Investment Counsel Inc. 2.16% Reduce -0.7% 122,686 $37.0M
Rafferty Asset Management, LLC 0.16% Reduce -7.6% 122,170 $36.9M
Clearbridge Investments, LLC 0.03% Reduce -26.5% 121,783 $36.8M
Rockland Trust Co. 1.83% Add +0.1% 120,480 $36.4M
Factory Mutual Insurance Co. 0.42% No change 120,200 $36.3M
Macquarie Group Ltd. 0.04% Add +11.2% 118,205 $35.7M
Mariner, LLC 0.06% Add +5.8% 116,993 $35.3M
Oppenheimer Asset Management Inc. 0.44% Reduce -7.9% 116,866 $35.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.41% Add +7.9% 114,564 $34.6M
Sit Investment Associates Inc. 0.80% Add +0.5% 113,074 $34.1M
NorthCrest Asset Manangement, LLC 1.03% Add +2.0% 112,429 $34.0M
Arizona State Retirement System 0.22% Add +1.3% 112,383 $33.9M
Voya Investment Management LLC 0.04% Add +48.6% 112,192 $33.9M
Polaris Capital Management, LLC 1.93% Reduce -12.3% 111,849 $33.8M
Klingenstein Fields & Co. LP 1.39% Add +0.2% 108,444 $32.7M
Credit Agricole S A 0.12% Add +7.8% 107,832 $32.6M
Pathstone Holdings, LLC 0.14% Add +1.8% 104,343 $31.4M
M&T Bank Corp 0.11% Reduce -7.2% 102,158 $30.9M
Flputnam Investment Management Co. 0.58% Add +10.8% 101,927 $30.8M
State of Michigan Retirement System 0.18% Reduce -0.7% 101,087 $30.5M
Public Sector Pension Investment Board 0.13% Add +2.4% 99,656 $30.1M
MassMutual Private Wealth & Trust, FSB 0.87% Add +4.0% 99,311 $30.0M
Chesley Taft & Associates LLC 1.44% Reduce -0.6% 98,666 $29.8M
Mackenzie Financial Corp. 0.04% Add +51.6% 97,725 $29.5M
Howland Capital Management LLC 1.31% Reduce -0.6% 97,107 $29.4M
MetLife Investment Management, LLC 0.16% Reduce -2.4% 97,367 $29.4M
Unio Capital LLC 11.25% Reduce -0.8% 97,139 $29.3M
Peapack Gladstone Financial Corp. 0.43% Reduce -5.9% 95,770 $28.9M
American Century Companies Inc. 0.02% Add +3.3% 94,407 $28.5M
QRG Capital Management, Inc. 0.29% Add +7.0% 93,722 $28.3M
Aristotle Atlantic Partners, LLC 0.95% Add +4.8% 93,569 $28.3M
Capital International Ltd. 1.23% Add +2.5% 93,529 $28.2M
Corebridge Financial, Inc. 0.16% Reduce -7.0% 93,307 $28.2M
St Germain D J Co. Inc. 1.32% Add +0.0% 92,808 $28.0M
Bradley Foster & Sargent Inc. 0.47% Reduce -5.4% 91,916 $27.8M
Callahan Advisors, LLC 2.64% Add +0.0% 91,590 $27.7M
Ilmarinen Mutual Pension Insurance Co 0.24% No change 90,271 $27.3M
Boston Common Asset Management, LLC 0.80% Reduce -4.2% 87,581 $26.4M
PhiloSmith Capital Corp 7.23% No change 87,000 $26.3M
Brown Advisory Inc. 0.04% Reduce -69.5% 86,955 $26.3M
Commonwealth Equity Services, LLC 0.04% Add +6.3% 85,909 $25.9M
Czech National Bank 0.24% Add +5.3% 85,593 $25.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +6.9% 85,221 $25.7M
National Bank of Canada 0.03% Add +13.1% 84,017 $25.4M
Mercer Global Advisors Inc. 0.06% Add +7.6% 84,013 $25.4M
Yousif Capital Management, LLC 0.29% Reduce -2.0% 83,959 $25.4M
Obermeyer Wealth Partners 1.35% Reduce -4.0% 83,833 $25.3M
AMF Tjanstepension AB 0.19% Reduce -2.6% 83,333 $25.2M
Wilkins Investment Counsel Inc. 3.56% Add +0.4% 82,373 $24.9M
Cullen/Frost Bankers, Inc. 0.35% Add +0.6% 82,244 $24.8M
Becker Capital Management Inc. 0.82% Add +2.4% 81,910 $24.8M
Cetera Investment Advisers 0.05% Reduce -0.3% 81,968 $24.8M
DDD Partners, LLC 2.99% Reduce -3.4% 81,418 $24.6M
Forsta Ap-Fonden 0.18% Reduce -13.0% 80,600 $24.3M
D. E. Shaw & Co. 0.03% Add +1338.3% 80,000 $24.2M
CIBC Asset Management Inc 0.08% Add +28.5% 78,178 $23.6M
Martingale Asset Management L P 0.59% Reduce -4.4% 77,101 $23.3M
Gilder Gagnon Howe & Co. LLC 0.30% Reduce -0.9% 76,184 $23.0M
Anchor Capital Advisors LLC 0.69% Reduce -3.4% 76,010 $23.0M
Amalgamated Bank 0.20% Add +0.9% 75,689 $22.9M
O'shaughnessy Asset Management, LLC 0.18% Add +12.3% 75,534 $22.8M
Nepsis Inc. 5.61% Add +28.5% 75,192 $22.7M
Ingalls & Snyder LLC 0.75% Add +2.7% 74,912 $22.6M
Badgley Phelps Wealth Managers, LLC 0.54% Reduce -0.5% 73,958 $22.4M
Teacher Retirement System of Texas 0.09% Add +37.1% 73,765 $22.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -0.4% 73,235 $22.1M
Daiwa Securities Group Inc. 0.09% Add +40.8% 72,867 $22.0M
Abner Herrman & Brock LLC 2.76% Reduce -0.0% 71,682 $21.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -45.2% 70,061 $21.2M
Oak Associates Ltd. 1.55% Reduce -0.1% 68,633 $20.7M
Vontobel Holding Ltd. 0.07% Add +2.7% 67,881 $20.5M
Rwa Wealth Partners, LLC 0.26% Reduce -1.6% 67,725 $20.5M
Sanctuary Advisors, LLC 0.14% Reduce -24.3% 67,706 $20.4M
Employees Retirement System of Texas 0.22% Add +70.8% 67,647 $20.4M
KBC Group NV 0.06% Reduce -3.8% 67,442 $20.4M
Avantax Advisory Services, Inc. 0.12% Add +5.8% 67,137 $20.3M
Utah Retirement Systems 0.23% Reduce -0.2% 67,017 $20.2M
Guggenheim Capital LLC 0.19% Reduce -4.9% 66,618 $20.1M
Daiichi Life Insurance Co., Ltd. 0.58% Reduce -4.5% 66,292 $20.0M
Amplius Wealth Advisors, LLC 2.07% Add +0.6% 66,060 $19.9M
Florida Trust Wealth Management Co 0.64% Reduce -3.2% 65,042 $19.6M
Cresset Asset Management, LLC 0.10% Reduce -15.6% 64,802 $19.6M
Connors Investor Services Inc. 1.94% Reduce -1.1% 64,579 $19.5M
LSV Asset Management 0.05% Reduce -2.2% 64,540 $19.5M
USS Investment Management Ltd 0.15% Reduce -17.0% 64,447 $19.5M
Cibc World Market Inc. 0.04% Add +4.0% 64,140 $19.4M
Asset Advisors Investment Management, LLC 2.01% Add +0.5% 63,281 $19.1M
Captrust Financial Advisors 0.05% Add +6.5% 62,975 $19.0M
Allspring Global Investments Holdings, LLC 0.03% Reduce -23.9% 63,021 $19.0M
Bailard, Inc. 0.49% Add +1.0% 62,536 $18.9M
Assetmark, Inc. 0.05% Reduce -7.3% 62,466 $18.9M
NewEdge Advisors, LLC 0.11% Reduce -17.4% 61,899 $18.7M
TD Waterhouse Canada Inc. 0.15% Add +1.9% 61,914 $18.6M
Ieq Capital, LLC 0.15% Add +13.4% 61,635 $18.6M
NorthCoast Asset Management LLC 0.09% Reduce -1.9% 60,545 $18.3M
Allworth Financial LP 0.10% Reduce -0.3% 64,522 $18.2M
Kanawha Capital Management LLC 1.40% Add +2.0% 59,813 $18.1M
AXA S.A. 0.06% Add +40.4% 59,644 $18.0M
Police & Firemen's Retirement System of New Jersey 0.18% Add +0.3% 59,025 $17.8M
Nemes Rush Group LLC 2.25% Add +1.9% 59,008 $17.8M
Pittenger & Anderson Inc. 0.65% Add +1.6% 58,957 $17.8M
Talaria Asset Management Pty Ltd 4.65% Add +2.5% 58,600 $17.7M
Beese Fulmer Investment Management, Inc. 1.51% Add +1.0% 58,119 $17.6M
Varma Mutual Pension Insurance Co 0.15% Reduce -11.7% 58,021 $17.5M
Ethic Inc. 0.35% Add +0.3% 57,637 $17.4M
Quantinno Capital Management LP 0.11% Add +51.5% 57,496 $17.4M
Diversified Trust Co. 0.43% Add +2.6% 57,324 $17.3M
Xponance LLC 0.17% Reduce -0.6% 56,856 $17.2M
Eagle Rock Investment Company, LLC 2.94% Reduce -0.4% 56,712 $17.1M
Osaic Holdings, Inc. 0.04% Reduce -34.1% 56,510 $17.1M
TCV Trust & Wealth Management, Inc. 1.58% Reduce -1.3% 56,573 $17.1M
River Road Asset Management, LLC 0.23% Add +10.1% 56,425 $17.0M
SouthState Bank Corp 0.77% Add +2.2% 56,086 $16.9M
Mediolanum International Funds Ltd 0.23% Reduce -15.1% 55,840 $16.6M
Compagnie Lombard Odier SCmA 0.20% Reduce -16.0% 54,518 $16.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -1.0% 53,980 $16.3M
Talbot Financial, LLC 2.03% Reduce -0.1% 53,583 $16.2M
MML Investors Services, LLC 0.05% Add +4.5% 53,244 $16.1M
PGGM Investments 0.21% No change 52,366 $15.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +1.2% 52,035 $15.7M
Azimuth Capital Investment Management LLC 0.62% Reduce -0.6% 51,927 $15.7M
WASHINGTON TRUST Co 0.59% Reduce -1.7% 51,316 $15.5M
Blair William & Co. 0.05% Reduce -12.1% 51,108 $15.4M
LS Investment Advisors, LLC 2.37% Reduce -3.4% 51,012 $15.4M
Janus Henderson Group PLC 0.01% Reduce -39.0% 51,906 $15.4M
Capital Group Private Client Services, Inc. 0.15% Reduce -2.7% 50,852 $15.4M
Marshall Wace, LLP 0.02% Reduce -73.5% 50,773 $15.3M
Glenview Trust Co 0.30% Reduce -13.0% 50,484 $15.2M
Mirae Asset Securities (usa) Inc. 0.65% New 50,320 $15.2M
New York Life Investment Management LLC 0.15% Reduce -0.9% 49,823 $15.0M
Fogel Capital Management, Inc. 7.98% Add +1.1% 49,135 $14.8M
Gotham Asset Management 0.12% Reduce -3.8% 49,065 $14.8M
Man Group plc 0.05% Add +639.3% 48,465 $14.6M
CCM Investment Advisers LLC 1.77% Reduce -1.5% 47,853 $14.5M
Torray Investment Partners LLC 2.15% Reduce -10.6% 47,820 $14.4M
Zevin Asset Management LLC 2.29% Add +0.9% 47,804 $14.4M
Evelyn Partners Investment Management Services Ltd 2.35% Add +14.0% 47,464 $14.3M
Nissay Asset Management Corp. /Japan 0.09% Add +1.1% 47,430 $14.3M
Prudential Financial Inc. 0.02% Add +0.4% 47,301 $14.3M
Railway Pension Investments Ltd 0.20% No change 47,200 $14.3M
Gradient Investments LLC 0.29% Reduce -4.0% 47,093 $14.2M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +22.4% 47,058 $13.9M
Wealthfront Advisers LLC 0.04% Add +7.0% 46,133 $13.9M
United American Securities Inc. (d/b/a UAS Asset Management) 3.34% Add +14.4% 46,031 $13.9M
First Merchants Corp. 0.55% Reduce -0.7% 45,776 $13.8M
Camden National Bank 2.04% Reduce -2.4% 45,489 $13.7M
Cibc World Markets Corp. 0.11% Reduce -23.7% 45,418 $13.7M
Vanguard Personalized Indexing Management, LLC 0.20% Add +5.4% 45,010 $13.6M
Bright Rock Capital Management, LLC 2.86% No change 45,000 $13.6M
Curi Capital, LLC 0.33% Reduce -27.9% 44,785 $13.6M
Benjamin Edwards Inc. 0.19% Reduce -6.5% 44,351 $13.4M
SlateStone Wealth, LLC 1.34% Reduce -0.8% 44,267 $13.4M
Estabrook Capital Management 2.17% Reduce -3.4% 44,265 $13.4M
State of Alaska, Department of Revenue 0.15% Add +2.1% 43,669 $13.2M
Mutual of America Capital Management LLC 0.15% Reduce -3.5% 43,339 $13.1M
First Horizon Advisors, Inc. 0.37% Add +3.3% 43,280 $13.1M
GoodHaven Capital Management, LLC 4.46% Add +23.2% 42,955 $13.0M
McRae Capital Management Inc. 2.73% Add +1.6% 42,891 $13.0M
Beacon Pointe Advisors, LLC 0.14% Add +2.6% 42,350 $12.8M
Elo Mutual Pension Insurance Co 0.28% Add +19.9% 41,996 $12.7M
FourThought Financial Partners, LLC 1.32% Add +0.6% 41,732 $12.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +6.1% 41,359 $12.5M
Transform Wealth, LLC 0.75% Add +0.7% 40,844 $12.4M
Swiss Life Asset Management Ltd 0.09% Add +17.8% 40,862 $12.3M
LGT Fund Management Co Ltd. 1.11% Add +9.7% 40,685 $12.3M
Calamos Wealth Management LLC 0.62% Add +1.3% 40,382 $12.2M
CSM Advisors, LLC 0.65% Reduce -1.7% 39,575 $12.0M
Orion Porfolio Solutions, LLC 0.12% Reduce -0.7% 39,088 $11.8M
Orion Portfolio Solutions, LLC 0.12% Reduce -0.7% 39,088 $11.8M
Payden & Rygel 1.01% Reduce -45.5% 38,900 $11.7M
Kestra Advisory Services, LLC 0.06% Add +1.0% 38,683 $11.7M
Regency Capital Management Inc.\DE 6.92% Add +4.8% 38,329 $11.6M
Hunter Perkins Capital Management, LLC 2.70% Reduce -8.1% 38,241 $11.6M
Hamel Associates, Inc. 3.93% Reduce -1.1% 38,243 $11.5M
Susquehanna International Group, LLP 0.02% Reduce -74.1% 37,729 $11.4M
Meiji Yasuda Life Insurance Co 0.23% Reduce -7.7% 37,545 $11.3M
Atria Investments, Inc 0.14% Reduce -24.9% 37,009 $11.2M
HB Wealth Management, LLC 0.09% Add +11.9% 36,648 $11.1M
Woodmont Investment Counsel LLC 0.80% Add +9.3% 36,457 $11.0M
World Investment Advisors 0.29% Add +5.8% 36,448 $11.0M
Mattern Capital Management, LLC 1.40% Reduce -5.5% 36,382 $11.0M
Venture Visionary Partners LLC 0.46% Add +15.0% 36,350 $11.0M
Dupont Capital Management Corp. 1.21% Reduce -14.9% 36,139 $10.9M
Nearwater Capital Markets, Ltd 0.31% No change 36,000 $10.9M
Tufton Capital Management 2.09% Add +0.2% 35,926 $10.8M
Rowlandmiller & Partners.adv 2.28% Reduce -4.0% 35,796 $10.8M
Crossmark Global Holdings, Inc. 0.19% Reduce -21.4% 35,442 $10.7M
New Age Alpha Advisors, LLC 0.47% Reduce -23.5% 34,661 $10.5M
Tritonpoint Wealth, LLC 0.98% Reduce -1.0% 34,106 $10.3M
Kestra Private Wealth Services, LLC 0.17% Add +5.6% 33,901 $10.2M
Weybosset Research & Management LLC 3.57% Add +0.1% 33,885 $10.2M
Keybank National Association 0.04% Reduce -6.7% 33,836 $10.2M
Lido Advisors, LLC 0.06% Add +30.2% 33,645 $10.2M
Illinois Municipal Retirement Fund 0.15% Add +62.9% 33,664 $10.2M
Bender Robert & Associates 2.56% Reduce -1.0% 33,578 $10.1M
Verdence Capital Advisors LLC 0.77% Add +3.3% 33,485 $10.1M
Independent Advisor Alliance 0.33% Reduce -9.9% 33,309 $10.1M
Allianz SE 0.26% Reduce -5.2% 32,720 $9.9M
ArrowMark Colorado Holdings LLC 0.16% Add +557.6% 32,685 $9.9M
Van Hulzen Asset Management, LLC 0.89% Reduce -10.3% 32,252 $9.7M
Oregon Public Employees Retirement Fund 0.19% Reduce -0.3% 32,029 $9.7M
Synovus Financial Corp. 0.12% Add +2.5% 31,677 $9.6M
Verition Fund Management LLC 0.06% Add +31.1% 31,150 $9.4M
Tidal Investments LLC 0.08% Reduce -66.9% 30,983 $9.4M
Nicholas Company, Inc. 0.16% No change 30,710 $9.3M
River Wealth Advisors LLC 1.27% Add +5.6% 30,142 $9.1M
Groupama Asset Managment 0.18% Add +12.3% 30,447 $9.0M
Mizuho Securities USA LLC 0.19% Reduce -16.0% 29,838 $9.0M
Hi-Line Capital Management, LLC 3.32% Add +2.2% 29,302 $8.9M
Manning & Napier Advisors LLC 0.11% Add +88.6% 29,384 $8.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.58% Reduce -4.0% 29,369 $8.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.5% 28,518 $8.6M
Evexia Wealth LLC 3.12% Reduce -0.2% 30,133 $8.6M
Fiduciary Trust Co 0.11% Reduce -7.0% 28,217 $8.5M
Worldquant Millennium Advisors LLC 0.05% New 28,213 $8.5M
Focus Partners Wealth 0.02% Reduce -4.7% 28,011 $8.5M
Granite Investment Partners, LLC 0.43% Reduce -11.1% 27,948 $8.4M
Kentucky Retirement Systems 0.25% Add +7.0% 27,632 $8.3M
Dakota Wealth Management 0.19% Reduce -3.0% 27,558 $8.3M
Jane Street Group, LLC 0.01% Reduce -75.9% 27,341 $8.3M
Crawford Investment Counsel Inc. 0.14% Reduce -3.4% 26,948 $8.1M
Woodstock Corp. 0.80% Reduce -2.7% 26,794 $8.1M
Kesler, Norman & Wride, LLC 1.52% Add +2.3% 26,507 $8.0M
NEOS Investment Management LLC 0.15% Add +23.4% 26,408 $8.0M
Silvercrest Asset Management Group LLC 0.06% Reduce -0.1% 26,341 $8.0M
Cyndeo Wealth Partners, LLC 0.52% Add +37.6% 26,340 $8.0M
Occudo Quantitative Strategies LP 1.06% Add +655.1% 26,814 $7.9M
Alaska Permanent Fund Corp 0.11% No change 27,751 $7.9M
Stokes Capital Advisors, LLC 2.01% Add +1.7% 26,239 $7.9M
CI Investments Inc. 0.03% Add +17.6% 26,054 $7.9M
Horiko Capital Management LLC 2.32% Add +5.6% 26,164 $7.9M
Avanza Fonder AB 0.25% New 25,645 $7.7M
Princeton Global Asset Management LLC 1.53% Reduce -0.1% 25,556 $7.7M
Prospera Financial Services Inc 0.18% Reduce -0.2% 25,488 $7.7M
Siemens Fonds Invest GmbH 0.53% Add +0.2% 25,456 $7.7M
American Assets Investment Management, LLC 0.66% No change 25,000 $7.5M
Generali Asset Management SPA SGR 0.18% Add +62.0% 24,839 $7.5M
Lowe Brockenbrough & Co. Inc. 0.49% Add +0.2% 24,645 $7.5M
Intech Investment Management LLC 0.08% Reduce -49.7% 24,687 $7.5M
Financial Strategies Group, Inc. 1.76% Add +7.6% 26,136 $7.4M
Choreo, LLC 0.12% Reduce -10.5% 24,462 $7.4M
Janney Capital Management LLC 0.51% Reduce -0.6% 24,339 $7.3M
Van Cleef Asset Management,Inc 0.83% Add +0.3% 24,265 $7.3M
Graypoint LLC 0.46% Reduce -0.8% 24,249 $7.3M
Core Alternative Capital 1.75% Reduce -17.2% 24,147 $7.3M
Advocate Group LLC 1.32% Add +0.6% 23,943 $7.2M
Park Avenue Securities LLC 0.09% Add +14.7% 23,905 $7.2M
Pacer Advisors, Inc. 0.02% Reduce -51.4% 23,899 $7.2M
Arrowstreet Capital, Limited Partnership 0.01% New 23,669 $7.1M
Daymark Wealth Partners, LLC 0.31% Reduce -0.9% 23,633 $7.1M
Shikiar Asset Management Inc. 2.36% Reduce -30.1% 23,441 $7.1M
SCS Capital Management LLC 0.09% New 23,426 $7.1M
Oppenheimer & Co. Inc. 0.11% Add +4.6% 23,199 $7.0M
Dana Investment Advisors, Inc. 0.25% Reduce -2.1% 23,064 $7.0M
Benedict Financial Advisors Inc. 1.61% Add +1.1% 23,028 $7.0M
Point72 Europe (London) LLP 0.48% Add +215.1% 23,000 $6.9M
Hartford Investment Management Co. 0.24% Reduce -1.0% 22,970 $6.9M
Citadel Advisors 0.01% Reduce -79.1% 22,810 $6.9M
Pinnacle Financial Partners Inc 0.14% Add +22.6% 22,822 $6.8M
Cwm, LLC 0.03% Add +22.1% 22,432 $6.8M
Brady Family Wealth, LLC 2.14% Add +1.3% 22,173 $6.7M
Northwest & Ethical Investments L.P. 0.18% Reduce -5.7% 22,099 $6.7M
Evergreen Capital Management LLC 0.22% Reduce -27.5% 21,979 $6.7M
Selway Asset Management 2.73% Add +0.3% 21,927 $6.6M
Kintegral Advisory, LLC 0.67% Reduce -0.3% 21,797 $6.6M
Gulf International Bank (UK) Ltd 0.23% Reduce -29.7% 21,864 $6.6M
Berger Financial Group, Inc 0.45% Add +5.5% 21,571 $6.5M
Cullen Investment Group, LTD. 0.99% Add +5.1% 21,558 $6.5M
Bearing Point Capital, LLC 1.38% Add +2.9% 21,488 $6.5M
Nomura Holdings Inc. 0.03% Add +2.8% 21,462 $6.5M
Bar Harbor Wealth Management 0.43% Add +0.0% 21,411 $6.5M
Apollon Wealth Management, LLC 0.14% Add +4.9% 21,244 $6.4M
Sequoia Financial Advisors, LLC 0.05% Reduce -11.5% 21,182 $6.4M
Slow Capital, Inc. 0.85% Add +87.0% 21,118 $6.4M
Metis Global Partners, LLC 0.18% Add +16.8% 21,112 $6.4M
Cornerstone Advisors, LLC 0.27% No change 20,900 $6.3M
Hilltop Holdings Inc. 0.40% Add +48.1% 20,785 $6.3M
Farmers Trust Co. 1.17% Reduce -0.3% 20,674 $6.2M
Demars Financial Group, LLC 2.65% Add +6.5% 20,658 $6.2M
Lanark Financial, Inc. 0.53% — 20,485 $6.2M
Banco Santander, S.A. 0.07% Reduce -1.9% 20,401 $6.2M
Trust Co. of Vermont 0.31% Reduce -0.4% 20,306 $6.1M
Douglas Lane & Associates, LLC 0.09% Reduce -1.3% 20,262 $6.1M
Achmea Investment Management B.V. 0.09% Reduce -12.4% 20,264 $6.1M
Meiji Yasuda Asset Management Co Ltd. 0.25% Reduce -24.4% 20,224 $6.1M
Capital Group Investment Management Pte. LTD. 1.24% No change 20,073 $6.1M
Alps Advisors Inc. 0.04% Add +1.1% 20,042 $6.1M
Logan Capital Management Inc. 0.28% Add +95.8% 20,029 $6.0M
Louisiana State Employees Retirement System 0.12% Reduce -1.0% 20,000 $6.0M
Norinchukin Bank, The 0.11% Add +15.1% 19,881 $6.0M
Private Advisor Group, LLC 0.04% Add +5.9% 19,847 $6.0M
Stonegate Investment Group, LLC 0.16% Reduce -1.9% 19,847 $6.0M
S&co Inc. 0.40% Reduce -1.2% 19,809 $6.0M
Horizon Investment Services, LLC 2.90% Add +0.5% 19,751 $6.0M
Securian Asset Management, Inc. 0.18% Reduce -2.2% 19,713 $6.0M
Advisory Services Network, LLC 0.11% Reduce -19.7% 19,564 $5.9M
Westbourne Investment Advisors, Inc. 2.09% Add +4.2% 19,483 $5.9M
Vident Advisory, LLC 0.09% Reduce -34.8% 19,367 $5.8M
Scissortail Wealth Management, LLC 1.48% Reduce -1.7% 19,022 $5.7M
Harrell Investment Partners, LLC 1.70% Reduce -2.5% 19,003 $5.7M
Wilmington Savings Fund Society, FSB 0.11% Reduce -1.1% 18,779 $5.7M
Gabelli Funds LLC 0.04% Add +31.3% 18,650 $5.6M
Perkins Coie Trust Co 1.27% Add +0.6% 18,599 $5.6M
Cincinnati Specialty Underwriters Insurance CO 1.67% No change 18,426 $5.6M
Concorde Financial Corp 3.06% Add +3.0% 18,404 $5.6M
NovaPoint Capital, LLC 1.68% Add +2.9% 18,043 $5.4M
Wealth Advisory Solutions, LLC 1.44% Reduce -7.9% 18,041 $5.4M
Wesbanco Bank Inc. 0.19% Add +1.0% 18,002 $5.4M
Middleton & Co. Inc. 0.63% Reduce -1.6% 17,950 $5.4M
Ipswich Investment Management Co., Inc. 1.34% Reduce -3.5% 17,918 $5.4M
Virginia Wealth Management Group, Inc. 3.34% Reduce -6.9% 17,893 $5.4M
Trajan Wealth LLC 0.29% Reduce -4.0% 17,880 $5.4M
Mirador Capital Partners LP 0.94% Add +302.2% 17,743 $5.4M
Hamilton Capital Partners Inc. 0.34% Add +30.0% 17,729 $5.4M
Northwest Bancshares, Inc. 0.98% Add +0.0% 17,725 $5.4M
New Mexico Educational Retirement Board 0.19% Reduce -2.2% 17,537 $5.3M
GAMCO Investors 0.06% Add +21.7% 17,399 $5.3M
Davis-Rea LTD. 1.36% New 16,944 $5.1M
Liberty Capital Management, Inc. 1.13% Add +0.3% 16,777 $5.1M
ING Groep NV 0.04% Reduce -1.4% 16,715 $5.0M
GMO 0.02% Add +45.0% 16,671 $5.0M
Citizens Financial Group Inc. 0.10% Add +7.9% 16,592 $5.0M
Greenleaf Trust 0.05% Reduce -10.1% 16,635 $5.0M
Comprehensive Financial Consultants Institutional, Inc. 1.77% Add +1.9% 16,473 $5.0M
KCM Investment Advisors LLC 0.18% Reduce -1.5% 16,373 $4.9M
Summit Financial, LLC 0.14% Add +8.8% 16,364 $4.9M
Rock Point Advisors, LLC 1.52% Add +0.9% 16,297 $4.9M
Wedbush Securities Inc. 0.18% Add +1.2% 16,252 $4.9M
Compass Wealth Management LLC 1.25% Add +3.4% 16,177 $4.9M
Boit C F David 2.45% No change 16,165 $4.9M
Whittier Trust Co. 0.07% Reduce -5.0% 16,084 $4.9M
Inspire Trust Co, N.A. 1.15% Add +23.1% 16,000 $4.8M
Citizens National Bank Trust Department 1.03% Add +1.0% 15,900 $4.8M
Romano Brothers and Company 0.62% Add +2.0% 15,848 $4.8M
Radnor Capital Management, LLC 0.80% Reduce -0.5% 15,823 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -14.8% 15,782 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -25.7% 15,759 $4.8M
DAVENPORT & Co LLC 0.03% Add +5.6% 15,714 $4.7M
Townsquare Capital LLC 0.05% Add +38.4% 15,559 $4.7M
Plimoth Trust Co. LLC 1.22% Reduce -2.7% 15,532 $4.7M
Corbyn Investment Management Inc. 2.18% Reduce -0.5% 15,466 $4.7M
Stonebridge Financial Group, LLC 0.50% Add +1.9% 15,453 $4.7M
Merit Financial Group, LLC 0.07% Add +70.1% 15,422 $4.7M
Highland Capital Management, LLC 0.28% Reduce -0.8% 15,418 $4.7M
Beacon Bank & Trust 1.13% Reduce -2.3% 15,341 $4.6M
CHICAGO TRUST Co NA 0.86% Reduce -2.6% 15,241 $4.6M
EP Wealth Advisors, LLC 0.04% Add +98.6% 15,230 $4.6M
Stephens Inc. 0.07% Add +5.9% 15,160 $4.6M
Legacy Wealth Management, LLC / MS 1.49% No change 15,138 $4.6M
First National Bank of Omaha 0.31% Add +13.0% 15,097 $4.6M
Thomasville National Bank 0.33% Add +2.7% 15,056 $4.5M
Cincinnati Indemnity Co. 10.87% No change 15,047 $4.5M
Parr McKnight Wealth Management Group, LLC 0.65% Reduce -4.1% 15,000 $4.5M
Community Bank, N.A. 0.61% Add +3.0% 14,999 $4.5M
GeoWealth Management, LLC 0.18% Add +20.7% 14,963 $4.5M
Brown Miller Wealth Management, LLC 1.56% Add +16.1% 14,940 $4.5M
Ar Asset Management Inc. 1.03% No change 14,906 $4.5M
Empowered Funds, LLC 0.06% Add +18.3% 14,786 $4.5M
Twin Capital Management Inc. 0.52% Reduce -2.8% 14,773 $4.5M
United Capital Financial Advisors, LLC 0.04% Reduce -0.7% 14,739 $4.5M
SPC Financial, Inc. 0.39% Reduce -1.7% 14,659 $4.4M
Somerset Trust Co 1.57% Add +2.6% 14,627 $4.4M
Great Valley Advisor Group, Inc. 0.09% Reduce -56.2% 14,579 $4.4M
Sig Brokerage, LP 1.28% New 14,504 $4.4M
Pinnacle Associates Ltd. 0.06% Reduce -5.3% 14,488 $4.4M
Van Eck Associates Corp. 0.01% Add +8.0% 14,461 $4.4M
Weil Company, Inc. 1.29% Add +0.0% 14,322 $4.3M
Financial Advisory Partners, LLC 1.44% Reduce -0.3% 14,277 $4.3M
Praxis Investment Management Inc. 0.29% Add +9.5% 14,240 $4.3M
Atria Wealth Solutions, Inc. 0.05% Reduce -12.3% 14,160 $4.3M
Coastline Trust Co 0.53% Reduce -6.5% 14,196 $4.3M
First National Advisers, LLC 0.69% Add +11.5% 14,189 $4.3M
Investment Research & Advisory Group, Inc. 1.78% Add +4.5% 14,110 $4.3M
New Hampshire Trust 0.97% Reduce -1.7% 14,098 $4.3M
Hanson & Doremus Investment Management 0.62% Add +3.7% 14,061 $4.2M
Johnson Investment Counsel Inc. 0.04% Reduce -0.1% 13,999 $4.2M
Marble Harbor Investment Counsel, LLC 0.47% Reduce -0.8% 13,911 $4.2M
Bessemer Group Inc. 0.01% Reduce -45.1% 13,880 $4.2M
LMG Wealth Partners, LLC 0.93% Add +14.0% 13,858 $4.2M
Nicollet Investment Management, Inc. 1.46% Add +3.0% 13,783 $4.2M
Vinva Investment Management Ltd 0.16% Add +2.0% 14,001 $4.2M
South Dakota Investment Council 0.08% No change 13,714 $4.1M
Berry Wealth Group, LP 3.23% Reduce -4.4% 13,688 $4.1M
Unison Advisors LLC 0.52% Add +0.3% 13,544 $4.1M
Heritage Wealth Management, Inc. 1.38% Reduce -0.7% 13,466 $4.1M
Occidental Asset Management, LLC 0.61% Add +8.3% 13,392 $4.0M
Central Bank & Trust Co. 0.67% Add +0.2% 13,323 $4.0M
Concurrent Investment Advisors, LLC 0.10% Reduce -20.8% 13,219 $4.0M
Delta Capital Management LLC 2.34% Reduce -2.5% 13,155 $4.0M
1832 Asset Management L.P. 0.01% Reduce -13.0% 13,052 $3.9M
Tower Research Capital LLC (TRC) 0.12% Reduce -39.6% 13,071 $3.9M
Confluence Wealth Services, Inc. 0.25% Add +35.4% 13,747 $3.9M
Brendel Financial Advisors LLC 2.38% Add +6.2% 12,946 $3.9M
Greenwood Capital Associates LLC 0.53% Add +9.8% 12,910 $3.9M
Vista Investment Partners LLC 1.18% Add +2.0% 12,828 $3.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.65% Add +26.0% 12,821 $3.9M
Principal Securities, Inc. 0.09% Add +0.4% 13,925 $3.8M
Investment Management Corp of Ontario 0.08% Add +0.8% 12,684 $3.8M
Woodline Partners LP 0.02% Add +13.0% 12,599 $3.8M
Level Four Advisory Services, LLC 0.16% Reduce -4.5% 12,541 $3.8M
Northcape Wealth Management, LLC 1.22% Reduce -0.9% 12,530 $3.8M
Geneos Wealth Management Inc. 0.13% Add +18.2% 12,392 $3.7M
Bristlecone Advisors, LLC 0.30% Reduce -3.9% 12,362 $3.7M
Moors & Cabot, Inc. 0.19% Reduce -0.1% 12,361 $3.7M
Tiaa Trust, National Association 0.01% Add +11.7% 12,336 $3.7M
Group One Trading LLC 0.16% Add +648.2% 12,331 $3.7M
Long Run Wealth Advisors, LLC 0.84% New 12,291 $3.7M
Alphinity Investment Management Pty Ltd 0.03% Reduce -13.0% 12,285 $3.7M
Clearstead Advisors, LLC 0.06% Reduce -4.9% 12,198 $3.7M
Cohen Investment Advisors LLC 2.12% Add +3.5% 12,087 $3.7M
Los Angeles Capital Management LLC 0.02% Reduce -7.6% 11,992 $3.6M
Kempner Capital Management Inc. 2.03% New 11,952 $3.6M
Patten Group, Inc. 0.82% Reduce -5.3% 11,826 $3.6M
Kentucky Retirement Systems Insurance Trust Fund 0.25% New 11,769 $3.6M
Orca Wealth Management, LLC 3.17% Add +0.3% 11,736 $3.5M
Allstate Corp. 0.10% Add +1.0% 11,735 $3.5M
Banque Cantonale Vaudoise 0.16% — 11,698 $3.5M
Commerzbank Aktiengesellschaft 0.08% Add +81.7% 11,688 $3.5M
Sciencast Management LP 0.81% New 11,686 $3.5M
Caliber Wealth Management, LLC / KS 0.48% — 11,636 $3.5M
Letson Investment Management, Inc. 1.42% Add +2.5% 11,628 $3.5M
Nilsine Partners, LLC 0.38% Add +16.0% 11,578 $3.5M
Victrix Investment Advisors 1.83% Reduce -2.4% 11,810 $3.5M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -0.0% 11,509 $3.5M
Moneta Group Investment Advisors LLC 0.05% Reduce -0.0% 11,473 $3.5M
Silvant Capital Management LLC 0.16% Add +44.3% 11,452 $3.5M
GC Wealth Management RIA, LLC 0.63% Add +6.7% 11,395 $3.4M
Caprock Group, LLC 0.10% Reduce -0.3% 11,321 $3.4M
LVW Advisors, LLC 0.41% Reduce -1.8% 11,354 $3.4M
Davidson Capital Management Inc. 0.93% Reduce -7.7% 11,303 $3.4M
Main Street Financial Solutions, LLC 0.30% Add +24.3% 11,261 $3.4M
Sagespring Wealth Partners, LLC 0.09% Add +6.2% 11,257 $3.4M
Mission Wealth Management, LP 0.09% Add +20.8% 11,250 $3.4M
Stonebrook Private Inc. 0.88% Reduce -1.6% 11,230 $3.4M
Fifth Third Wealth Advisors LLC 0.18% Add +29.6% 11,230 $3.4M
IFG Advisory, LLC 0.19% Add +4.9% 11,222 $3.4M
Ostrum Asset Management 0.18% Add +27.1% 11,209 $3.4M
Park National Corp. 0.12% Reduce -3.7% 11,142 $3.4M
Peterson Wealth Services 1.05% Add +9.6% 11,044 $3.3M
Argonautica Private Wealth Management, Inc. 1.14% Add +1.8% 11,002 $3.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.80% Add +120.0% 11,000 $3.3M
Texas Yale Capital Corp. 0.14% Reduce -12.0% 10,930 $3.3M
Marathon Capital Management 0.88% Add +9.0% 10,915 $3.3M
Schonfeld Strategic Advisors LLC 0.02% Add +21.3% 10,730 $3.2M
West Michigan Advisors, LLC 1.06% Add +5.1% 10,603 $3.2M
MV Capital Management, Inc. 0.34% Add +3.2% 10,508 $3.2M
Two Sigma Advisers, LP 0.01% Add +335.1% 10,500 $3.2M
OneDigital Investment Advisors LLC 0.04% Reduce -14.4% 10,473 $3.2M
Private Trust Co. NA 0.33% Add +2.3% 10,463 $3.2M
apricus wealth, LLC 1.88% Add +1.0% 10,444 $3.2M
Assenagon Asset Management S.A. 0.01% Reduce -61.4% 10,380 $3.1M
UMB Bank, n.a. 0.05% Reduce -71.3% 10,361 $3.1M
Argyle Capital Management, LLC 1.15% Add +0.2% 10,244 $3.1M
Griffin Asset Management, Inc. 0.38% Reduce -0.2% 10,237 $3.1M
Jones Financial Companies LLLP 0.00% Add +34.0% 10,386 $3.1M
Legato Capital Management LLC 0.41% Add +120.9% 10,200 $3.1M
Nations Financial Group Inc, /Ia/ 0.23% Reduce -17.0% 10,170 $3.1M
Ossiam 0.04% Reduce -36.0% 10,110 $3.1M
KKM Financial LLC 1.29% Reduce -1.8% 10,076 $3.0M
Portland Global Advisors LLC 0.38% Reduce -0.9% 10,043 $3.0M
U.S. Capital Wealth Advisors, LLC 0.09% Add +15.6% 10,002 $3.0M
Composition Wealth, LLC 0.06% Add +55.6% 9,941 $3.0M
Thoroughbred Financial Services, LLC 0.19% Add +2.6% 9,853 $3.0M
Panagora Asset Management Inc. 0.01% Reduce -3.6% 9,825 $3.0M
First National Trust Co 0.12% Reduce -12.8% 9,815 $3.0M
Scotia Capital Inc. 0.02% Reduce -9.5% 9,796 $3.0M
Argent Trust Co 0.12% Add +11.9% 9,780 $3.0M
CFS Investment Advisory Services, LLC 0.26% Reduce -3.3% 9,758 $2.9M
Johnson Financial Group, Inc. 0.14% Reduce -1.0% 9,722 $2.9M
B. Riley Wealth Advisors, Inc. 0.09% Add +6.8% 9,727 $2.9M
WCM Investment Management, LLC 0.01% Add +33.8% 9,901 $2.9M
Quadrant Capital Group LLC 0.11% Add +70.4% 9,583 $2.9M
Nelson Capital Management, LLC 0.50% Reduce -0.5% 9,575 $2.9M
Fort Washington Investment Advisors Inc. 0.02% No change 9,523 $2.9M
Jain Global LLC 0.06% New 9,502 $2.9M
Integrity Alliance, Llc. 0.11% Add +65.4% 9,447 $2.9M
Pictet North America Advisors SA 0.28% Reduce -13.3% 9,397 $2.8M
Exencial Wealth Advisors, LLC 0.10% Add +4.7% 9,304 $2.8M
Lockheed Martin Investment Management Co. 0.11% Reduce -1.8% 9,230 $2.8M
Ameritas Investment Partners, Inc. 0.10% Reduce -2.9% 9,225 $2.8M
Lantz Financial LLC 0.76% Reduce -4.3% 9,206 $2.8M
Smith Salley Wealth Management 0.18% Reduce -0.1% 9,180 $2.8M
HM Payson & Co. 0.05% Add +8.6% 9,171 $2.8M
Haverford Trust Co 0.03% Reduce -2.9% 9,168 $2.8M
Meeder Advisory Services, Inc. 0.17% Add +5.0% 9,167 $2.8M
Platform Technology Partners 0.80% Add +1.8% 9,134 $2.8M
Cohen Klingenstein LLC 0.10% No change 9,120 $2.8M
Susquehanna Fundamental Investments, LLC 0.05% Add +4.6% 9,100 $2.7M
Phoenix Wealth Advisors 1.19% Reduce -0.9% 9,067 $2.7M
Concord Wealth Partners 0.45% Add +1.0% 9,040 $2.7M
NJ State Employees Deferred Compensation Plan 0.35% No change 9,028 $2.7M
Olstein Capital Management, L.P. 0.50% New 9,000 $2.7M
Vista Investment Partners Ii, LLC 1.50% Add +1.8% 8,996 $2.7M
Douglass Winthrop Advisors, LLC 0.05% Add +1.6% 8,917 $2.7M
Northeast Financial Consultants Inc 0.12% Add +962.2% 8,721 $2.6M
Round Rock Advisors LLC 0.49% Reduce -1.6% 8,713 $2.6M
Bowman & Co S.C. 1.30% Add +3.9% 8,697 $2.6M
Cary Street Partners Financial LLC 0.08% Reduce -5.9% 8,664 $2.6M
Constant Guidance Financial LLC 3.29% Reduce -58.5% 8,650 $2.6M
Ballentine Partners, LLC 0.05% Add +3.3% 8,629 $2.6M
Roundview Capital LLC 0.19% Add +4.8% 8,624 $2.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.03% Add +2.9% 8,614 $2.6M
Penobscot Investment Management Company, Inc. 0.24% Add +5.2% 8,557 $2.6M
Integrated Wealth Concepts LLC 0.03% Reduce -10.1% 8,514 $2.6M
Wright Investors Service Inc. 0.85% Add +0.4% 8,471 $2.6M
Bowen Hanes & Co. Inc. 0.07% Add +5.0% 8,425 $2.5M
Perigon Wealth Management, LLC 0.07% Add +4.6% 8,424 $2.5M
United Services Automobile Association 0.08% New 8,574 $2.5M
Accurate Wealth Management, LLC 0.48% Reduce -2.5% 8,916 $2.5M
HighPoint Advisor Group LLC 0.15% Add +0.5% 8,857 $2.5M
Jump Financial, LLC 0.04% Add +644.4% 8,300 $2.5M
Alaethes Wealth, LLC 0.92% Add +3.2% 8,263 $2.5M
Burney Co./ 0.09% Reduce -2.3% 8,177 $2.5M
McDonald Partners LLC 0.64% Add +0.6% 8,077 $2.5M
Prime Capital Investment Advisors, LLC 0.03% Reduce -12.3% 8,113 $2.4M
Security National Bank 0.46% Add +3.9% 8,110 $2.4M
NewEdge Wealth, LLC 0.04% Reduce -6.0% 8,103 $2.4M
Dynamic Advisor Solutions LLC 0.08% Reduce -3.9% 8,091 $2.4M
Herold Advisors, Inc. 0.54% Add +9.5% 8,087 $2.4M
Brooks, Moore & Associates, Inc. 1.37% Add +56.0% 8,027 $2.4M
Savant Capital, LLC 0.02% Reduce -23.2% 7,989 $2.4M
Heritage Trust Co 0.29% Add +11.1% 7,972 $2.4M
Hutner Capital Management Inc. 1.02% Add +23.0% 7,943 $2.4M
TFG Advisers LLC 0.87% Add +4.9% 7,931 $2.4M
Delta Financial Advisors LLC 0.90% Add +0.3% 7,910 $2.4M
Central Valley Advisors, LLC 0.90% Reduce -1.5% 7,906 $2.4M
Joel Isaacson & Co., LLC 0.11% Reduce -4.5% 7,905 $2.4M
Brown Brothers Harriman & Co. 0.02% Reduce -33.6% 7,860 $2.4M
Davidson Trust Co. 1.13% Reduce -4.2% 7,832 $2.4M
Naples Global Advisors, LLC 0.22% Reduce -0.4% 7,788 $2.4M
Ritholtz Wealth Management 0.07% Add +5.8% 7,791 $2.4M
Coldstream Capital Management Inc. 0.05% Add +17.7% 7,779 $2.3M
Two Sigma Securities, LLC 0.36% New 7,699 $2.3M
Chicago Capital, LLC 0.07% Add +11.9% 7,695 $2.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +1.3% 8,090 $2.3M
Waverly Advisors, LLC 0.03% Add +5.5% 7,585 $2.3M
Lederer & Associates Investment Counsel 1.67% Add +1.7% 7,570 $2.3M
Baxter Bros Inc. 0.30% Add +8.7% 7,533 $2.3M
A. D. Beadell Investment Counsel, Inc. 1.90% Reduce -3.8% 7,525 $2.3M
XXEC, Inc. 1.97% Reduce -63.8% 7,520 $2.3M
Parkside Financial Bank & Trust 0.29% Reduce -2.4% 7,499 $2.3M
Evelyn Partners Asset Management Ltd 0.63% Add +2.3% 7,463 $2.3M
BKM Wealth Management, LLC 0.93% Add +9.9% 7,460 $2.3M
Aries Wealth Management 0.61% Add +3.6% 7,449 $2.2M
NBT Bank, N.A. 0.16% Reduce -8.3% 7,417 $2.2M
Equitable Trust Co. 0.12% Add +559.3% 7,410 $2.2M
Claro Advisors Inc. 0.30% Reduce -3.2% 7,369 $2.2M
Concord Asset Management, LLC 0.49% Reduce -12.2% 7,821 $2.2M
FIL Ltd 0.00% Reduce -34.3% 7,331 $2.2M
SVB Wealth LLC 0.09% Reduce -19.2% 7,238 $2.2M
Summit Trail Advisors, LLC 0.07% Add +8.3% 7,174 $2.2M
Mitchell & Pahl Private Wealth, LLC 1.01% Reduce -0.6% 7,163 $2.2M
Neville Rodie & Shaw Inc. 0.17% Reduce -4.2% 7,164 $2.2M
Vestcor Inc 0.07% Add +0.2% 7,158 $2.2M
King Luther Capital Management Corp. 0.01% No change 7,159 $2.2M
Altman Advisors, Inc. 0.99% Add +1.7% 7,498 $2.1M
Meridian Investment Counsel Inc. 0.63% No change 7,034 $2.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +44.8% 6,998 $2.1M
Dividend Assets Capital, LLC 0.40% Reduce -9.8% 6,998 $2.1M
Lester Murray Antman dba SimplyRich 0.61% No change 6,949 $2.1M
Monarch Capital Management Inc. 0.58% Add +0.2% 6,922 $2.1M
GAMMA Investing LLC 0.16% Add +22.3% 6,901 $2.1M
Family Legacy, Inc. 0.71% Reduce -0.5% 6,899 $2.1M
Clear Harbor Asset Management, LLC 0.17% Add +2.2% 6,892 $2.1M
Pine Valley Investments Ltd Liability Co 0.13% Add +0.3% 6,871 $2.1M
Plato Investment Management Ltd 0.18% Reduce -0.6% 6,811 $2.1M
L & S Advisors Inc 0.29% New 6,831 $2.1M
Perpetual Ltd 0.02% Reduce -1.3% 6,795 $2.1M
Forum Financial Management, LP 0.03% Reduce -0.2% 6,775 $2.0M
J. W. Coons Advisors, LLC 0.54% Add +1.5% 6,758 $2.0M
Mach-1 Financial Group, LLC 0.61% New 6,715 $2.0M
Mather Group, Llc. 0.02% Add +2.0% 6,713 $2.0M
Lincoln Capital LLC 0.42% Add +0.6% 6,962 $2.0M
Gilliland Jeter Wealth Management LLC 0.71% Reduce -0.3% 6,617 $2.0M
Stillwater Wealth Management Group 1.73% Add +60.1% 6,614 $2.0M
Mufg Securities Americas Inc. 0.23% Add +19.2% 6,596 $2.0M
Procyon Advisors, LLC 0.12% Reduce -0.1% 6,592 $2.0M
Cordatus Wealth Management LLC 0.54% Reduce -0.3% 6,570 $2.0M
Wealthcare Advisory Partners LLC 0.05% Add +4.2% 6,561 $2.0M
Mgo One Seven LLC 0.08% Reduce -25.0% 6,542 $2.0M
Horizon Investments, LLC 0.06% Add +3.5% 6,534 $2.0M
Prudential PLC 0.01% Reduce -25.5% 6,522 $2.0M
Aptus Capital Advisors, LLC 0.02% Reduce -3.3% 6,516 $2.0M
FWL Investment Management, LLC 0.73% Reduce -3.0% 6,516 $2.0M
Guyasuta Investment Advisors Inc. 0.13% No change 6,491 $2.0M
Westwood Holdings Group Inc. 0.01% Reduce -39.9% 6,488 $2.0M
Mount Lucas Management LP 0.92% Add +107.9% 6,487 $2.0M
ExodusPoint Capital Management, LP 0.03% Reduce -88.9% 6,485 $2.0M
Schear Investment Advisers, LLC 1.11% Reduce -8.6% 6,398 $1.9M
Quadcap Wealth Management, LLC 0.28% Reduce -0.6% 6,304 $1.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 6,300 $1.9M
Trail Ridge Investment Advisors, LLC 0.98% Add +2.4% 6,278 $1.9M
Baldwin Investment Management, LLC 0.23% Add +27.7% 6,262 $1.9M
Cunning Capital Partners, LP 1.20% Reduce -0.6% 6,229 $1.9M
Parallel Advisors, LLC 0.04% Add +2.2% 6,217 $1.9M
Left Brain Wealth Management, LLC 0.82% Reduce -2.9% 6,211 $1.9M
Pitcairn Co. 0.11% Add +4.6% 6,201 $1.9M
Faithward Advisors, LLC 0.33% Reduce -18.8% 6,198 $1.9M
Inscription Capital, LLC 0.31% — 7,208 $1.9M
Arjuna Capital 0.51% Reduce -3.0% 6,151 $1.9M
Thompson Davis & Co., Inc. 1.46% No change 6,125 $1.8M
Signaturefd, LLC 0.03% Add +2.2% 6,099 $1.8M
Nicholson Wealth Management Group, LLC 1.20% Add +2.1% 6,054 $1.8M
Resources Management Corp. /CT/ 0.26% Reduce -1.1% 6,048 $1.8M
Equitable Holdings, Inc. 0.02% Add +13.8% 6,047 $1.8M
Schechter Investment Advisors, LLC 0.15% Reduce -21.2% 6,046 $1.8M
Eastern Bank 0.04% Add +32.2% 6,045 $1.8M
Sierra Summit Advisors LLC 0.39% Reduce -5.3% 6,023 $1.8M
Roxbury Financial LLC 1.77% Reduce -5.4% 6,353 $1.8M
Eagle Global Advisors LLC 0.07% No change 6,000 $1.8M
Sumitomo Life Insurance Co. 0.06% Reduce -0.6% 5,969 $1.8M
PFG Advisors 0.10% Add +42.1% 5,960 $1.8M
Penserra Capital Management LLC 0.03% Add +110.1% 5,958 $1.8M
Snowden Capital Advisors LLC 0.06% Reduce -10.1% 5,916 $1.8M
Advisors Asset Management, Inc. 0.03% Reduce -12.7% 5,898 $1.8M
Alkeme Wealth, LLC 0.79% Add +1.6% 5,853 $1.8M
Journey Advisory Group, LLC 0.14% Reduce -0.6% 5,847 $1.8M
Transatlantique Private Wealth LLC 0.70% Reduce -3.2% 5,821 $1.8M
CW Advisors, LLC 0.02% Add +212.7% 5,867 $1.8M
Magnolia Capital Advisors LLC 0.48% Add +3.6% 5,818 $1.8M
Smartleaf Asset Management LLC 0.17% Add +2.4% 5,909 $1.8M
Two Sigma Investments, LP 0.00% New 5,800 $1.8M
Jacobi Capital Management LLC 0.13% Add +4.6% 5,762 $1.7M
Impact Capital Partners LLC 0.63% Reduce -36.5% 5,754 $1.7M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -2.0% 5,751 $1.7M
Valmark Advisers, Inc. 0.03% Reduce -0.8% 5,690 $1.7M
Wedmont Private Capital 0.09% Reduce -0.4% 5,965 $1.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -31.1% 5,580 $1.7M
GS Investments, Inc. 0.79% No change 5,565 $1.7M
Empire Financial Management Company, LLC 0.52% Reduce -40.0% 5,543 $1.7M
Trust Co. of Oklahoma 0.57% Reduce -3.3% 5,467 $1.7M
Wealth Quarterback LLC 0.93% Reduce -4.9% 5,448 $1.6M
Paladin Advisory Group, LLC 1.31% No change 5,431 $1.6M
Field & Main Bank 0.58% Add +4.1% 5,412 $1.6M
Shayne & Jacobs, LLC 0.40% Reduce -0.4% 5,370 $1.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.25% Reduce -5.4% 5,364 $1.6M
Legacy Wealth Asset Management, LLC 0.45% Add +8.5% 5,342 $1.6M
PFS Partners, LLC 0.86% Add +0.1% 5,319 $1.6M
Virtus Investment Advisers, LLC 0.43% New 5,216 $1.6M
Summitry LLC 0.08% Add +5.7% 5,200 $1.6M
AlphaStar Capital Management, LLC 0.16% Add +3.7% 5,194 $1.6M
Stablepoint Partners, LLC 0.28% Add +1.9% 5,163 $1.6M
Kingsview Wealth Management, LLC 0.03% Reduce -16.5% 5,130 $1.5M
Mizuho Markets Americas LLC 0.03% Reduce -43.9% 5,105 $1.5M
AA Financial Advisors, LLC 0.38% Add +1.1% 5,095 $1.5M
Canandaigua National Bank & Trust Co. 0.15% Reduce -5.4% 5,090 $1.5M
Profund Advisors LLC 0.07% Reduce -3.2% 5,090 $1.5M
Mainstay Capital Management LLC 0.21% Reduce -0.3% 5,080 $1.5M
First Bank & Trust 0.30% Add +530.3% 5,055 $1.5M
Philip James Wealth Mangement, LLC 0.19% Add +471.7% 5,054 $1.5M
TD Private Client Wealth LLC 0.04% Reduce -4.2% 5,041 $1.5M
Arax Advisory Partners 0.10% Add +114.4% 5,034 $1.5M
Applied Finance Capital Management, LLC 0.11% Add +8.0% 5,013 $1.5M
Bank Pictet & Cie (Europe) AG 0.04% Add +4.7% 5,000 $1.5M
Trueblood Wealth Management, LLC 0.70% Add +19.7% 4,991 $1.5M
Delphi Management Inc. 1.53% Reduce -5.5% 4,966 $1.5M
Monte Financial Group, LLC 0.65% Add +1.6% 5,204 $1.5M
Webster Bank, N. A. 0.16% Reduce -2.3% 4,906 $1.5M
Providence First Trust Co 0.60% No change 4,895 $1.5M
NFSG Corp 0.36% Reduce -8.1% 4,871 $1.5M
Saxon Interests, Inc. 0.69% Reduce -0.2% 4,868 $1.5M
Wolverine Trading, LLC 0.05% Add +5.8% 4,954 $1.5M
Pallas Capital Advisors LLC 0.06% Add +55.7% 4,855 $1.5M
Harold Davidson & Associates Inc. 0.80% Reduce -22.3% 4,852 $1.5M
Canopy Partners, LLC 0.57% Add +0.6% 4,848 $1.5M
DB Fitzpatrick & Co, Inc 1.39% Reduce -11.2% 4,841 $1.5M
AssuredPartners Investment Advisors, LLC 0.28% Add +1.8% 4,825 $1.5M
Cordgrass Capital Advisors, LLC 0.41% Reduce -34.0% 4,788 $1.4M
Legacy Private Trust Co. 0.10% Reduce -54.9% 4,786 $1.4M
Parsons Capital Management Inc. 0.08% Reduce -1.2% 4,777 $1.4M
Wolf Group Capital Advisors 0.48% Reduce -0.4% 4,754 $1.4M
Valley National Advisers Inc. 0.26% Reduce -0.2% 4,740 $1.4M
Compound Planning, Inc. 0.07% Reduce -1.0% 4,732 $1.4M
Ballast, Inc. 0.40% Reduce -0.1% 4,731 $1.4M
Valeo Financial Advisors, LLC 0.04% Reduce -7.9% 4,709 $1.4M
Raiffeisen Bank International AG 0.02% Reduce -6.9% 4,790 $1.4M
Centaurus Financial, Inc. 0.08% Reduce -4.9% 4,647 $1.4M
Shorepoint Capital Partners LLC 0.32% Reduce -7.3% 4,625 $1.4M
Zions Bancorporation, National Association 0.09% — 4,610 $1.4M
Essex Financial Services, Inc. 0.10% Reduce -12.1% 4,590 $1.4M
Minot DeBlois Advisors LLC 1.38% Reduce -5.9% 4,576 $1.4M
Fiduciary Group, LLC 0.14% Add +8.4% 4,569 $1.4M
IHT Wealth Management, LLC 0.04% Add +13.3% 4,557 $1.4M
HRT Financial LP 0.01% New 4,558 $1.4M
RMR Wealth Builders 0.14% Add +1.1% 4,532 $1.4M
Ascent Group, LLC 0.06% Add +77.7% 4,540 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -15.7% 4,514 $1.4M
Castlekeep Investment Advisors LLC 0.70% Add +2.2% 4,512 $1.4M
MGB Wealth Management, LLC 0.49% Add +2.3% 4,509 $1.4M
Foster & Motley Inc. 0.08% Reduce -0.3% 4,460 $1.3M
Asset Planning,Inc 1.06% Add +0.3% 4,442 $1.3M
Huntleigh Advisors, Inc. 0.22% Add +1.4% 4,435 $1.3M
Qtron Investments LLC 0.20% Reduce -37.2% 4,408 $1.3M
Relyea Zuckerberg Hanson LLC 0.18% Reduce -1.1% 4,389 $1.3M
Meadow Creek Wealth Advisors LLC 0.99% Add +3.4% 4,385 $1.3M
Asset Dedication, LLC 0.11% Reduce -9.3% 4,372 $1.3M
Applied Capital LLC 1.05% Reduce -1.1% 4,329 $1.3M
Trust Asset Management LLC 0.11% Reduce -10.4% 4,329 $1.3M
Mattern Wealth Management LLC 0.29% Reduce -59.0% 4,314 $1.3M
Formidable Asset Management, LLC 0.22% Add +0.3% 4,313 $1.3M
Certuity, LLC 0.14% Reduce -4.5% 4,290 $1.3M
Lakeside Advisors, INC. 0.86% Add +7.5% 4,288 $1.3M
Sigma Planning Corp 0.04% Reduce -7.4% 4,285 $1.3M
Greenline Partners, LLC 0.19% New 4,282 $1.3M
Beacon Investment Advisory Services, Inc. 0.06% Add +64.4% 4,273 $1.3M
DF Dent & Co. Inc. 0.02% No change 4,255 $1.3M
Brooklyn Investment Group 0.28% Add +58.7% 4,233 $1.3M
Frank, Rimerman Advisors LLC 0.10% Add +0.8% 4,223 $1.3M
CSU Producer Resources, Inc. 4.22% No change 4,213 $1.3M
Old National Bancorp 0.03% Add +4.3% 4,213 $1.3M
Ceeto Capital Group, LLC 0.48% No change 4,200 $1.3M
Nichols & Pratt Advisers LLP 0.09% Reduce -4.8% 4,210 $1.3M
Fisher Asset Management 0.00% Reduce -67.2% 4,208 $1.3M
Ascentis Independent Advisors 0.25% Reduce -10.1% 4,206 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -40.5% 4,192 $1.3M
Westhampton Capital, LLC 0.69% No change 4,190 $1.3M
Montag A & Associates Inc. 0.06% No change 4,177 $1.3M
Cornerstone Wealth Management, LLC 0.09% Reduce -0.6% 4,163 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.68% Add +1.8% 4,130 $1.2M
Williams Jones Wealth Management, LLC. 0.02% Reduce -19.0% 4,123 $1.2M
Towne Trust Company, N.A 0.44% Add +5.4% 4,117 $1.2M
Capital Investment Advisors, LLC 0.02% Add +7.2% 4,111 $1.2M
RoundAngle Advisors LLC 1.14% Add +8.0% 4,099 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.37% Add +2.5% 4,075 $1.2M
Missouri Trust & Investment Co 0.43% Add +20.3% 4,065 $1.2M
Financial Security Advisor, Inc. 0.31% Reduce -0.3% 4,037 $1.2M
Cigna Investments Inc. 0.23% Reduce -1.4% 4,036 $1.2M
Farther Finance Advisors, LLC 0.03% Add +6.3% 4,005 $1.2M
Grey Ledge Advisors, LLC 0.32% Add +13.7% 3,976 $1.2M
TigerOak Management, L.L.C. 0.46% No change 3,968 $1.2M
FC Advisory LLC 0.40% No change 3,964 $1.2M
FRG Family Wealth Advisors LLC 0.23% No change 3,963 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -2.5% 3,954 $1.2M
Callan Family Office, LLC 0.09% Add +1.9% 3,941 $1.2M
WBH Advisory Inc. 0.11% Reduce -2.3% 3,933 $1.2M
Grove Bank & Trust 0.16% Add +0.7% 3,928 $1.2M
Promus Capital, LLC 0.90% Add +8.1% 3,918 $1.2M
Csenge Advisory Group 0.07% Reduce -3.4% 4,126 $1.2M
Galibier Capital Management Ltd. 0.37% Reduce -26.4% 3,897 $1.2M
Rehmann Capital Advisory Group 0.07% Reduce -13.9% 3,891 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.24% Add +0.1% 3,856 $1.2M
Marcum Wealth, LLC 0.10% Add +2.4% 3,841 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -1.7% 3,838 $1.2M
Pekin Hardy Strauss, Inc. 0.14% Reduce -4.7% 3,834 $1.2M
Advisors Capital Management, LLC 0.02% Add +5.3% 3,823 $1.2M
Columbia Bank 0.40% Add +18.2% 3,819 $1.2M
Invera Wealth Advisors, LLC 0.74% New 3,815 $1.2M
AMG National Trust Bank 0.03% Reduce -2.1% 3,815 $1.2M
J.W. Cole Advisors, Inc. 0.04% Reduce -61.0% 3,813 $1.2M
Total Clarity Wealth Management, Inc. 0.37% No change 4,143 $1.1M
Advisory Resource Group 0.23% Add +0.5% 3,759 $1.1M
Littlejohn Financial Services, Inc. 0.90% Reduce -15.0% 3,758 $1.1M
Wealthspire Advisors, LLC 0.01% Add +0.4% 3,756 $1.1M
X-Square Capital, LLC 0.49% Add +10.4% 3,747 $1.1M
Checchi Capital Advisers, LLC 0.08% Reduce -0.0% 3,746 $1.1M
Crux Wealth Advisors 0.59% Reduce -25.3% 3,729 $1.1M
CNB Bank 0.57% Add +18.8% 3,722 $1.1M
Numerai GP LLC 0.21% New 3,717 $1.1M
Epiq Partners, LLC 0.62% No change 3,714 $1.1M
Sentry LLC 0.22% No change 3,701 $1.1M
Emprise Bank 0.60% Reduce -3.2% 3,699 $1.1M
Meridian Wealth Advisors, LLC 0.19% Reduce -2.5% 3,696 $1.1M
Harbour Capital Advisors, LLC 0.28% No change 3,688 $1.1M
iA Global Asset Management Inc. 0.02% New 3,681 $1.1M
Sage Investment Counsel LLC 1.41% Add +51.6% 3,677 $1.1M
Tyler-Stone Wealth Management 0.20% Reduce -38.4% 3,658 $1.1M
Syon Capital LLC 0.09% Add +2.4% 3,650 $1.1M
Fulton Bank, N.A. 0.04% Reduce -6.6% 3,645 $1.1M
LCNB Corp. 0.40% Add +3.5% 3,635 $1.1M
IFP Advisors, Inc 0.03% Reduce -4.6% 3,632 $1.1M
Fullerton Fund Management Co Ltd. 0.07% Reduce -26.7% 3,628 $1.1M
Choate Investment Advisors 0.03% Reduce -4.6% 3,627 $1.1M
Insigneo Advisory Services, LLC 0.11% Reduce -2.2% 3,626 $1.1M
VestGen Advisors, LLC 0.05% — 3,611 $1.1M
Connecticut Wealth Management, LLC 0.06% Reduce -1.3% 3,596 $1.1M
KRS Capital Management, LLC 0.86% Reduce -1.0% 3,592 $1.1M
Simmons Bank 0.08% Reduce -20.3% 3,577 $1.1M
Nicholas Wealth, LLC. 1.12% Reduce -21.2% 3,569 $1.1M
Sippican Capital Advisors 0.81% Reduce -0.7% 3,565 $1.1M
Westpac Banking Corp. 0.08% Reduce -1.1% 3,558 $1.1M
Exchange Traded Concepts, LLC 0.02% Add +9.4% 3,541 $1.1M
CENTRAL TRUST Co 0.03% Reduce -4.2% 3,537 $1.1M
Viawealth, LLC 0.66% Reduce -5.7% 3,536 $1.1M
Flagship Harbor Advisors, LLC 0.06% Add +0.3% 3,506 $1.1M
One Capital Management, LLC 0.04% Add +9.5% 3,504 $1.1M
Columbia Asset Management 0.22% Reduce -3.5% 3,502 $1.1M
First Citizens Bank & Trust Co. 0.03% Reduce -22.9% 3,489 $1.1M
Principle Wealth Partners LLC 0.08% No change 3,488 $1.1M
Hamilton Wealth, LLC 0.25% Add +2.5% 3,458 $1.0M
Cim Investment Management Inc. 0.24% Reduce -0.1% 3,428 $1.0M
Carnegie Lake Advisors LLC 0.42% No change 3,425 $1.0M
Gratus Wealth Advisors, LLC 0.17% Reduce -4.1% 3,404 $1.0M
Icon Wealth Advisors, LLC 0.08% Add +41.7% 3,400 $1.0M
Gryphon Financial Partners LLC 0.15% Reduce -12.5% 3,394 $1.0M
American Trust Investment Advisors, LLC 0.43% No change 3,386 $1.0M
Spinnaker Trust 0.07% No change 3,382 $1.0M
CX Institutional 0.04% Add +16.9% 3,367 $1.0M
Axq Capital, LP 0.41% New 3,362 $1.0M
SRN Advisors, LLC 1.14% Reduce -2.3% 3,356 $1.0M
Balefire, LLC 0.35% Add +17.2% 3,338 $1.0M
Cushing Capital Partners, LLC 0.91% Add +9.3% 3,327 $1.0M
Costello Asset Management, INC 0.41% New 3,325 $1.0M
Mattson Financial Services, LLC 0.30% Reduce -2.7% 3,320 $1.0M
NORTHSTAR ASSET MANAGEMENT Co 0.24% Add +0.3% 3,315 $1.0M
SkyView Investment Advisors, LLC 0.15% Add +6.7% 3,315 $1.0M
Abbot Financial Management, Inc. 0.52% Add +0.0% 3,294 $995K
Meridian Wealth Management, LLC 0.05% Reduce -6.2% 3,292 $994K
Fidelis Capital Partners, LLC 0.10% Reduce -4.0% 3,526 $984K
Point Windward Advisors Inc. 0.39% Reduce -3.6% 3,240 $978K
Henry James International Management Inc. 0.33% No change 3,234 $977K
Mill Capital Management, LLC 0.08% No change 3,210 $969K
Premier Path Wealth Partners, LLC 0.15% Reduce -0.7% 3,188 $963K
Saturna Capital Corp. 0.01% No change 3,170 $957K
Blue Trust, Inc. 0.01% Add +12.6% 3,144 $949K
Mitchell Sinkler & Starr 0.27% Add +12.9% 3,139 $948K
Conning Inc. 0.03% Reduce -24.2% 3,125 $944K
1ST Source Bank 0.06% Add +2.9% 3,116 $941K
Atlantic Union Bankshares Corp 0.06% Reduce -4.2% 3,116 $941K
Avestar Capital, LLC 0.09% Add +1.8% 3,076 $931K
Northeast Investment Management 0.04% Reduce -19.1% 3,081 $930K
Optimum Investment Advisors 0.44% Reduce -0.2% 3,070 $927K
Net Worth Advisory Group 0.29% Add +27.2% 3,070 $927K
NorthRock Partners, LLC 0.03% Add +0.4% 3,058 $926K
International Assets Investment Management, LLC 0.08% Reduce -4.2% 3,064 $925K
Northstar Group, Inc. 0.16% Add +16.6% 3,054 $922K
Bull Street Advisors, LLC 0.44% No change 3,050 $921K
United Asset Strategies, Inc. 0.09% Reduce -1.3% 3,038 $917K
West Family Investments, Inc. 0.34% Add +9.6% 3,034 $916K
AE Wealth Management LLC 0.01% Add +2.7% 3,012 $909K
Keyes, Stange & Wooten Wealth Management, LLC 0.52% Add +0.5% 3,006 $908K
Finivi Inc. 0.73% No change 3,000 $906K
Hennessy Advisors Inc. 0.03% New 3,000 $906K
Lindbrook Capital, LLC 0.08% Add +9.4% 2,971 $897K
Stock Yards Bank & Trust Co. 0.03% Reduce -6.5% 2,934 $886K
Stiles Financial Services Inc 0.34% Reduce -7.6% 2,925 $885K
Natural Investments, LLC 0.25% Add +0.1% 2,922 $882K
Howard Capital Management, LLC 0.02% Add +11.1% 2,917 $881K
Baader Bank Aktiengesellschaft 0.09% Add +14.3% 2,916 $881K
Dempze Nancy E 0.53% No change 2,900 $876K
Headinvest, LLC 0.17% Reduce -4.3% 2,896 $875K
Dynasty Wealth Management, LLC 0.01% Reduce -12.7% 2,885 $871K
First American Bank 0.06% Add +0.8% 2,878 $869K
Ransom Advisory, Ltd 0.43% Reduce -1.7% 2,874 $868K
Nvwm, LLC 0.23% Add +0.2% 2,863 $865K
Worth Financial Advisory Group, LLC 0.55% Reduce -44.4% 2,862 $864K
Advisor OS, LLC 0.10% Add +35.6% 2,851 $861K
Bank of Hawaii 0.05% Reduce -25.2% 2,841 $858K
CFO4Life Group, LLC 0.14% Reduce -5.6% 2,820 $852K
Quantessence Capital LLC 0.21% New 2,800 $846K
Merrion Investment Management Co, LLC 0.60% No change 2,771 $839K
Fieldview Capital Management, LLC 0.12% New 2,776 $838K
Kennebec Savings Bank 0.89% Add +2.4% 2,772 $837K
Rossmore Private Capital 0.10% Reduce -4.5% 2,770 $836K
Proficio Capital Partners LLC 0.06% Reduce -6.3% 2,758 $833K
LRI Investments, LLC 0.08% Add +0.3% 2,749 $830K
Segment Wealth Management, LLC 0.06% Add +191.3% 2,747 $830K
Legacy Financial Advisors, Inc. 0.14% Add +4.2% 2,728 $824K
Sound Financial Strategies Group, LLC 0.73% Reduce -15.2% 2,718 $821K
First Affirmative Financial Network 0.50% Reduce -6.0% 2,714 $820K
Sage Mountain Advisors LLC 0.06% Add +9.9% 2,712 $819K
Wealth Alliance, LLC 0.10% Reduce -13.3% 2,707 $817K
1776 Wealth LLC 0.38% Add +0.0% 2,705 $817K
Moloney Securities Asset Management, LLC 0.11% Reduce -21.2% 2,700 $815K
Lansing Street Advisors 0.27% Add +42.9% 2,700 $815K
RFG Advisory, LLC 0.02% Add +9.8% 2,682 $810K
SeaCrest Wealth Management, LLC 0.09% Reduce -3.8% 2,679 $809K
Legacy Capital Wealth Partners, LLC 0.20% Reduce -6.5% 2,666 $805K
Appleton Partners Inc. 0.06% Add +124.6% 2,659 $803K
Cross Staff Investments Inc 0.60% No change 2,649 $800K
Astoria Portfolio Advisors LLC. 0.27% Reduce -12.6% 2,807 $798K
Keel Point, LLC 0.06% Add +8.6% 2,640 $797K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -7.2% 2,637 $796K
City State Bank 0.26% No change 2,629 $794K
Ascentis Wealth Management, LLC 0.25% Reduce -15.8% 2,630 $793K
Apexium Financial, LP 0.05% Add +2.5% 2,618 $793K
FSM Wealth Advisors, LLC 0.18% Add +2.1% 2,622 $792K
Connective Portfolio Management, LLC 2.66% New 2,615 $790K
Peak Planning Group, LLC 0.33% Reduce -7.2% 2,612 $789K
EverSource Wealth Advisors, LLC 0.04% Add +16.1% 2,609 $788K
Valley Brook Capital Group, Inc. 0.62% Add +3.0% 2,600 $785K
Welch Group, LLC 0.03% No change 2,646 $784K
Everett Harris & Co. 0.01% No change 2,579 $779K
Peddock Capital Advisors, LLC 0.20% No change 2,572 $777K
Boyar Asset Management Inc. 0.56% Reduce -9.9% 2,564 $774K
PDS Planning, Inc 0.07% Add +3.7% 2,564 $774K
Montecito Bank & Trust 0.14% Reduce -3.1% 2,552 $771K
Plancorp, LLC 0.03% Reduce -2.9% 2,526 $763K
Evelyn Partners Investment Management (Europe) Ltd 0.29% Add +16.6% 2,523 $762K
Knollwood Investment Advisory, LLC 0.08% No change 2,500 $755K
Monetary Management Group Inc. 0.20% Reduce -38.1% 2,495 $753K
Venturi Wealth Management, LLC 0.04% Add +2.5% 2,489 $752K
CWA Asset Management Group, LLC 0.04% Add +3.7% 2,466 $745K
Modern Wealth Management, LLC 0.02% Add +6.2% 2,464 $744K
Greenfield Savings Bank 0.36% Reduce -5.4% 2,454 $741K
Burford Brothers, Inc. 0.36% Add +0.1% 2,433 $735K
Clarius Group, LLC 0.05% Reduce -4.8% 2,417 $730K
Somerville Kurt F 0.13% No change 2,400 $725K
Shelton Capital Management 0.02% Reduce -2.6% 2,398 $724K
Ranch Capital Advisors Inc. 0.34% Add +0.2% 2,392 $724K
Atlas Legacy Advisors, LLC 0.18% Reduce -24.1% 2,396 $724K
Crestwood Advisors Group, LLC 0.01% Reduce -47.3% 2,395 $723K
American Trust 0.18% Reduce -64.7% 2,394 $723K
MJP Associates Inc. 0.13% Add +36.4% 2,387 $721K
Goldstein Advisors, LLC 0.10% Reduce -4.4% 2,369 $715K
GTS Securities LLC 0.03% Reduce -30.3% 2,369 $715K
Sky Investment Group LLC 0.14% Add +0.1% 2,359 $712K
Baker Ellis Asset Management LLC 0.10% Add +19.9% 2,349 $709K
Mairs & Power Inc. 0.01% No change 2,343 $708K
Financial & Tax Architects, LLC 0.18% Add +8.1% 2,339 $706K
Little House Capital LLC 0.19% New 2,337 $706K
V-Square Quantitative Management LLC 0.10% Add +9.3% 2,336 $705K
Trust Co. of Toledo NA 0.09% Reduce -1.6% 2,332 $704K
Leavell Investment Management, Inc. 0.03% Reduce -1.9% 2,317 $702K
Financial Advocates Investment Management 0.05% Reduce -36.9% 2,307 $697K
Resurgent Financial Advisors LLC 0.42% Reduce -10.6% 2,301 $695K
HMS Capital Management, LLC 0.39% Reduce -75.8% 2,531 $694K
Means Investment Co., Inc. 0.07% Reduce -0.2% 2,297 $694K
Farrell Financial LLC 0.50% Add +0.3% 2,288 $691K
G&S Capital LLC 0.29% Add +3.0% 2,280 $689K
Western Wealth Management, LLC 0.05% Reduce -0.6% 2,275 $687K
Global X Japan Co., Ltd. 0.08% Add +28.3% 2,270 $686K
Chicago Partners Investment Group LLC 0.02% Add +12.8% 2,345 $681K
Thompson Siegel & Walmsley LLC 0.01% Reduce -2.1% 2,250 $679K
Simon Quick Advisors, LLC 0.04% Add +28.8% 2,243 $677K
Axxcess Wealth Management, LLC 0.02% Reduce -31.6% 2,242 $677K
Coign Capital Advisors LLC 0.52% Reduce -2.6% 2,241 $677K
InTrack Investment Management Inc 0.61% Reduce -12.9% 2,237 $676K
Essex Bank 0.17% Reduce -1.7% 2,226 $672K
Bell Bank 0.04% Reduce -0.5% 2,225 $672K
Chilton Investment Co. Inc. 0.02% Reduce -97.8% 2,210 $667K
Steigerwald, Gordon & Koch Inc. 0.07% Reduce -1.3% 2,207 $666K
Encompass Wealth Advisors, LLC 0.27% No change 2,205 $666K
Spire Wealth Management 0.02% Reduce -73.3% 2,203 $665K
Blake Schutter Theil Wealth Advisors, LLC 0.75% Reduce -5.7% 2,189 $661K
First City Capital Management, Inc. 0.40% Reduce -2.2% 2,188 $661K
Cidel Asset Management Inc. 0.04% Reduce -3.7% 2,188 $661K
Sowell Financial Services LLC 0.03% New 2,187 $660K
Vestmark Advisory Solutions, Inc. 0.02% Add +87.3% 2,182 $659K
Hudson Bay Capital Management LP 0.00% New 2,166 $654K
Evoke Wealth, LLC 0.02% Add +18.7% 2,149 $651K
Arkadios Wealth Advisors 0.02% Add +5.0% 2,145 $648K
Mayflower Financial Advisors, LLC 0.10% Add +4.5% 2,143 $647K
Delta Investment Management, LLC 0.13% Add +18.0% 2,135 $645K
Cerro Pacific Wealth Advisors LLC 0.21% Reduce -0.3% 2,332 $644K
Murphy, Middleton, Hinkle & Parker, Inc. 0.36% No change 2,132 $643K
Tilia Fiduciary Partners, Inc. 0.43% Reduce -0.8% 2,125 $642K
Patrick M Sweeney & Associates, Inc. 0.48% Add +0.9% 2,119 $640K
180 Wealth Advisors, LLC 0.10% Add +7.9% 2,114 $639K
Graybill Wealth Management, LTD. 0.22% — 2,110 $637K
Sandy Cove Advisors, LLC 0.26% Add +1.8% 2,107 $636K
Beach Investment Counsel Inc. 0.09% No change 2,105 $636K
Brighton Jones LLC 0.02% Add +7.5% 2,090 $631K
Hodges Capital Management Inc. 0.06% Add +64.6% 2,085 $630K
Independent Financial Group, LLC 0.02% Reduce -1.7% 2,085 $630K
E&G Advisors, LLC 0.18% No change 2,080 $628K
YANKCOM Partnership 0.34% Reduce -0.9% 2,076 $627K
Baron Wealth Management LLC 0.27% Add +9.8% 2,067 $624K
Harbor Investment Advisory, LLC 0.06% Reduce -23.7% 2,061 $622K
Bolthouse Investments, LLC 0.65% No change 2,050 $619K
Strategic Financial Services, Inc. 0.04% No change 2,050 $619K
Mutual Advisors, LLC 0.02% Add +6.7% 2,210 $617K
Valley Forge Investment Consultants Inc. Adv 0.22% No change 2,033 $614K
FineMark National Bank & Trust 0.02% Reduce -2.9% 2,033 $614K
Foundation Resource Management Inc. 0.10% Reduce -4.9% 2,025 $612K
Liberty Square Wealth Partners LLC 0.23% No change 2,019 $610K
Cetera Trust Company, N.A 0.39% No change 2,010 $607K
Gen-Wealth Partners Inc 0.25% Reduce -3.0% 1,998 $603K
Stamos Capital Partners, L.P. 0.16% Add +9.3% 1,989 $601K
Gladstone Institutional Advisory LLC 0.03% Reduce -84.6% 1,986 $600K
Rothschild Investment LLC 0.04% Add +1.8% 1,971 $595K
Everhart Financial Group, Inc. 0.08% Add +11.1% 1,969 $595K
AlTi Global, Inc. 0.02% Reduce -0.3% 1,958 $593K
PFG Investments, LLC 0.04% Reduce -15.1% 1,962 $593K
Independence Bank of Kentucky 0.09% Reduce -9.1% 1,961 $592K
Fosun International Ltd 0.17% Add +31.1% 1,954 $590K
Center for Financial Planning, Inc. 0.08% Add +7.4% 1,949 $589K
Belpointe Asset Management LLC 0.03% Reduce -5.5% 1,948 $589K
Catalyst Financial Partners LLC 0.11% Add +3.5% 1,943 $587K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.7% 1,937 $585K
Shore Point Advisors, LLC 0.31% Add +0.1% 1,909 $577K
WINTON GROUP Ltd 0.04% New 1,903 $575K
Sound View Wealth Advisors Group, LLC 0.05% Add +1.2% 1,899 $574K
Rede Wealth, LLC 0.20% Reduce -0.2% 1,896 $573K
Oakworth Capital, Inc. 0.04% Add +0.9% 1,892 $571K
Hohimer Wealth Management, LLC 0.11% New 1,891 $571K
Aaron Wealth Advisors LLC 0.07% Add +5.8% 1,887 $570K
Hancock Whitney Corp. 0.02% Reduce -51.6% 1,884 $569K
McElhenny Sheffield Capital Management, LLC 0.21% New 1,875 $566K
AdvisorNet Financial, Inc 0.04% Reduce -0.6% 1,872 $565K
BSW Wealth Partners 0.09% Reduce -8.4% 1,872 $565K
Tributary Capital Management, LLC 0.05% Add +11.0% 1,870 $565K
Curat Global, LLC 0.69% — 1,865 $563K
Hara Capital LLC 0.38% No change 1,862 $562K
Pflug Koory, LLC 0.31% Add +1.3% 1,855 $560K
Resonant Capital Advisors, LLC 0.04% Add +10.3% 1,849 $560K
Patron Partners, LLC 0.30% Add +16.0% 1,851 $559K
Country Club Bank 0.04% No change 1,885 $559K
Wetzel Investment Advisors, Inc. 0.28% Reduce -1.2% 1,843 $558K
Sunbelt Securities, Inc. 0.05% Add +93.4% 1,847 $558K
Wakefield Asset Management LLLP 0.17% New 1,846 $557K
Money Concepts Capital Corp. 0.04% Add +1.1% 1,834 $554K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +8.5% 1,829 $552K
Stonebridge Capital Management Inc. 0.24% No change 1,826 $551K
Modera Wealth Management, LLC 0.01% Reduce -14.1% 1,824 $551K
Oak Harvest Investment Services 0.08% No change 1,819 $549K
Moneco Advisors, LLC 0.06% Add +3.2% 1,813 $548K
Challenger Wealth Management 0.43% Reduce -7.1% 1,813 $547K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +1.7% 1,808 $546K
Cutter & CO Brokerage, Inc. 0.13% Add +8.8% 1,806 $545K
TKG Advisors, LLC 0.27% Reduce -1.8% 1,801 $544K
Cobblestone Capital Advisors LLC 0.03% New 1,783 $538K
Cardiff Park Advisors, LLC 0.05% Reduce -21.7% 1,778 $537K
Alta Advisers Ltd 0.23% Reduce -2.2% 1,776 $536K
ICONIQ Capital, LLC 0.01% Reduce -10.4% 1,775 $536K
Pointe Capital Management LLC 0.31% No change 1,773 $535K
Wambolt & Associates, LLC 0.18% Add +11.9% 1,774 $535K
Manchester Capital Management LLC 0.07% Reduce -0.6% 1,754 $530K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -6.8% 1,746 $529K
Legal Advantage Investments, Inc. 0.29% No change 1,750 $528K
Atlas Capital Advisors Inc. 0.07% No change 1,737 $525K
West Oak Capital, LLC 0.29% No change 1,735 $524K
Tower Bridge Advisors 0.06% No change 1,735 $524K
Associated Banc-Corp 0.02% Add +3.5% 1,734 $524K
First County Bank 0.29% Add +4.8% 1,730 $522K
Clearstead Trust, LLC 0.12% Reduce -2.9% 1,729 $522K
Abacus Planning Group, Inc. 0.09% Add +22.4% 1,723 $520K
Freedom Investment Management, Inc. 0.04% Reduce -3.5% 1,719 $519K
Linscomb Wealth, Inc. 0.03% Reduce -6.9% 1,719 $519K
FLC Capital Advisors 0.12% Add +7.5% 1,711 $517K
Goelzer Investment Management, Inc. 0.03% Add +27.4% 1,707 $515K
Sentinel Trust Co. Lba 0.06% Reduce -15.1% 1,705 $515K
Dagco, Inc. 0.17% Reduce -11.4% 1,695 $512K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -19.6% 1,689 $512K
Okabena Investment Services Inc. 0.13% Reduce -3.1% 1,692 $511K
Revisor Wealth Management LLC 0.23% Add +72.7% 1,687 $511K
Cary Street Partners Investment Advisory LLC 0.29% Add +20.6% 1,687 $509K
Banque Pictet & Cie SA 0.01% Reduce -76.5% 1,665 $503K
Aspire Growth Partners LLC 0.44% New 1,726 $501K
Berkeley Capital Partners, LLC 0.14% Reduce -2.9% 1,655 $500K
Evermay Wealth Management LLC 0.07% Reduce -1.6% 1,646 $498K
Avidian Wealth Enterprises, LLC 0.02% Add +6.9% 1,648 $498K
Bedell Frazier Investment Counselling, LLC 0.13% Reduce -25.9% 1,645 $497K
AlphaCore Capital LLC 0.04% New 1,635 $495K
Callan Capital, LLC 0.04% Add +6.1% 1,635 $494K
Gateway Investment Advisers LLC 0.01% Reduce -0.7% 1,629 $492K
Catalyst Funds Management Pty Ltd 0.13% Reduce -88.8% 1,620 $489K
Eagle Bluffs Wealth Management LLC 0.26% Add +0.3% 1,613 $489K
Ellevest, Inc. 0.03% Reduce -7.8% 1,611 $487K
Sage Private Wealth Group, LLC 0.37% Reduce -1.4% 1,610 $486K
Copley Financial Group, Inc. 0.37% Reduce -1.2% 1,610 $486K
Private Wealth Asset Management, LLC 0.07% — 1,606 $485K
Phillips Wealth Planners LLC 0.51% Add +18.2% 1,702 $482K
L2 Asset Management, LLC 0.10% Add +9.9% 1,595 $482K
World Equity Group, Inc. 0.14% Add +3.3% 1,591 $479K
Advisory Alpha, LLC 0.02% Add +2.8% 1,585 $479K
Gries Financial LLC 0.09% Add +3.7% 1,583 $478K
Marex Group Ltd 0.01% Add +0.2% 1,583 $478K
Brown Financial Advisors 0.20% Reduce -5.8% 1,579 $477K
Bank of New Hampshire 0.12% Reduce -4.0% 1,577 $476K
Sawyer & Company, Inc 0.19% Reduce -4.2% 1,570 $474K
Sherbrooke Park Advisers LLC 0.22% New 1,558 $471K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +31.4% 1,557 $470K
Edmond DE Rothschild Holding S.A. 0.01% Add +72.2% 1,550 $468K
Heron Bay Capital Management 0.10% No change 1,545 $467K
Palisade Asset Management, LLC 0.05% Add +1.2% 1,541 $465K
Harbour Investments, Inc. 0.01% Reduce -12.5% 1,537 $464K
Broyhill Asset Management, LLC 0.38% Reduce -2.2% 1,535 $464K
State of Wyoming 0.06% Reduce -20.5% 1,530 $462K
Ironwood Investment Counsel, LLC 0.08% Reduce -9.6% 1,527 $461K
Alerus Financial NA 0.04% No change 1,525 $461K
MFA Wealth Services 0.38% Reduce -8.8% 1,522 $460K
Florida Financial Advisors, LLC 0.18% Add +4.2% 1,518 $458K
IFC Advisors LLC 0.10% Reduce -2.8% 1,510 $456K
Voya Financial Advisors, Inc. 0.05% Reduce -1.6% 1,535 $455K
Roberts Glore & Co. Inc. 0.14% Reduce -1.0% 1,506 $455K
Steinberg Asset Management LLC 0.37% No change 1,500 $454K
Elevation Point Wealth Partners, LLC 0.04% Reduce -16.4% 1,504 $454K
BTS Asset Management, Inc. 0.51% New 1,500 $453K
Investment Partners Asset Management, Inc. 0.36% Add +46.8% 1,499 $453K
44 Wealth Management LLC 0.17% Reduce -0.8% 1,496 $452K
HBK Sorce Advisory LLC 0.01% Add +12.5% 1,494 $451K
Firethorn Wealth Partners, LLC 0.22% Add +6.6% 1,493 $451K
Orange Investment Advisors, Inc. 0.05% Reduce -13.9% 1,481 $447K
Paradigm Capital Management, LLC 0.46% Add +5.8% 1,470 $444K
Americana Partners, LLC 0.02% No change 1,470 $444K
Vicus Capital 0.04% Reduce -1.1% 1,464 $442K
Quantitative Investment Management, LLC 0.04% Reduce -74.8% 1,456 $439K
Tectonic Advisors LLC 0.03% Add +0.3% 1,453 $439K
UNIVEST FINANCIAL Corp 0.03% Add +3.1% 1,448 $437K
Sawgrass Asset Management LLC 0.05% Reduce -3.1% 1,441 $435K
Transamerica Financial Advisors, LLC 0.04% Add +28.0% 1,441 $435K
Clearview Wealth Advisors LLC 0.33% Reduce -3.2% 1,440 $435K
True North Advisors, LLC 0.08% New 1,439 $435K
Ontario Teachers Pension Plan Board 0.01% Reduce -99.9% 1,439 $435K
Tandem Wealth Advisors LLC 0.23% Add +3.9% 1,436 $434K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -97.5% 1,435 $433K
Soltis Investment Advisors LLC 0.04% Add +5.7% 1,435 $433K
Paces Ferry Wealth Advisors, LLC 0.22% Reduce -4.5% 1,434 $433K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +6.6% 1,461 $433K
Interchange Capital Partners, LLC 0.12% Add +5.1% 1,428 $431K
Earnest Partners LLC 0.00% Reduce -8.2% 1,426 $431K
Quotient Wealth Partners, LLC 0.01% Add +4.3% 1,421 $429K
Prestige Wealth Management Group LLC 0.09% Add +0.6% 1,415 $429K
Legacy Advisors, LLC 0.04% Add +16.5% 1,413 $428K
Family Manage LLC 0.07% Add +16.5% 1,411 $426K
Smithfield Trust Co 0.02% Reduce -2.2% 1,414 $425K
Bridgewater Advisors Inc. 0.04% New 1,489 $424K
Atlanta Consulting Group Advisors, LLC 0.12% Reduce -12.3% 1,394 $422K
Weik Capital Management 0.17% Reduce -3.5% 1,395 $421K
Sicart Associates LLC 0.15% No change 1,390 $421K
American Institute for Advanced Investment Management, LLP 0.32% Add +21.3% 1,480 $420K
Councilmark Asset Management, LLC 0.28% No change 1,387 $419K
Crescent Sterling, Ltd. 0.43% Add +38.9% 1,386 $419K
Carson Advisory Inc. 0.28% No change 1,380 $417K
Northern Financial Advisors Inc 0.34% Reduce -1.6% 1,379 $416K
LaSalle St. Investment Advisors, LLC 0.10% Add +1.6% 1,377 $416K
USA Financial Formulas 0.07% Reduce -23.0% 1,376 $416K
Burling Wealth Partners, LLC 0.09% No change 1,375 $415K
Empower Advisory Group, LLC 0.00% Reduce -8.3% 1,365 $412K
Delta Financial Group, Inc. 0.09% Add +0.1% 1,406 $410K
Angeles Wealth Management, LLC 0.03% Reduce -17.7% 1,357 $410K
Hemenway Trust Co LLC 0.03% Reduce -27.1% 1,355 $409K
Nicolet Advisory Services, LLC 0.04% Reduce -4.4% 1,448 $409K
Brookstone Capital Management 0.01% Reduce -0.5% 1,345 $406K
Courier Capital LLC 0.03% Reduce -6.9% 1,344 $406K
Strategy Asset Managers LLC 0.08% Add +1.1% 1,339 $404K
Napatree Capital LLC 0.23% Add +8.0% 1,339 $404K
Walleye Capital LLC 0.01% Reduce -77.6% 1,335 $403K
Tyche Wealth Partners LLC 0.09% Reduce -37.7% 1,326 $401K
RMR Capital Management, LLC 0.29% No change 1,325 $400K
BostonPremier Wealth LLC 0.25% New 1,323 $400K
Stratos Investment Management, LLC 0.02% Add +11.8% 1,322 $399K
Sfmg, LLC 0.03% Add +3.6% 1,319 $398K
Strategic Advisors LLC 0.08% No change 1,314 $397K
PGIM Custom Harvest LLC 0.01% Reduce -0.4% 1,311 $396K
BlackDiamond Wealth Management, LLC 0.27% Reduce -22.4% 1,366 $396K
DGS Capital Management, LLC 0.10% Add +0.1% 1,304 $394K
Sage Financial Management Group, Inc. 0.14% No change 1,300 $393K
Drive Wealth Management, LLC 0.09% Reduce -2.0% 1,291 $391K
Bollard Group LLC 0.01% No change 1,290 $390K
Vermillion & White Wealth Management Group, LLC 0.28% Add +42.3% 1,276 $385K
Focus Financial Network, Inc. 0.02% Add +46.8% 1,270 $385K
Renaissance Group LLC 0.02% Reduce -3.2% 1,268 $383K
Titleist Asset Management, LLC 0.04% Add +1.3% 1,252 $378K
Wynn Capital, LLC 0.22% No change 1,251 $378K
Childress Capital Advisors, LLC 0.11% Add +44.8% 1,244 $376K
Norway Savings Bank 0.21% Reduce -3.9% 1,243 $375K
Arlington Trust Co LLC 0.08% No change 1,243 $375K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -8.6% 1,237 $375K
KPP Advisory Services LLC 0.07% Reduce -1.4% 1,232 $372K
Wealth Effects LLC 0.16% Reduce -3.2% 1,230 $371K
Kingswood Wealth Advisors, LLC 0.03% Reduce -24.6% 1,227 $371K
Park Edge Advisors, LLC 0.10% No change 1,224 $370K
Broadwater Capital Management LLC 0.29% No change 1,220 $368K
Pacific Capital Wealth Advisors, Inc. 0.06% No change 1,220 $368K
Elgethun Capital Management 0.08% No change 1,219 $368K
Sivia Capital Partners, LLC 0.17% Add +5.1% 1,217 $368K
Sterling Capital Management LLC 0.01% Reduce -5.1% 1,214 $367K
SYM FINANCIAL Corp 0.05% Reduce -2.0% 1,213 $366K
Beverly Hills Private Wealth, LLC 0.07% Add +44.9% 1,211 $366K
Farmers National Bank 0.10% Reduce -1.6% 1,209 $365K
Burke & Herbert Bank & Trust Co. 0.09% No change 1,208 $365K
Promethium Advisors,llc 0.23% Reduce -32.5% 1,203 $364K
Discipline Wealth Solutions, LLC 0.17% No change 1,206 $364K
Randall & Associates Wealth Management 0.30% Reduce -1.1% 1,204 $364K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -26.7% 1,203 $363K
Trivium Point Advisory, LLC 0.05% Reduce -4.8% 1,203 $363K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -39.5% 1,200 $362K
Cornerstone Advisory, LLC 0.04% Reduce -15.0% 1,253 $362K
RFG - Bristol Wealth Advisors, LLC 0.12% Add +0.1% 1,197 $361K
Moment Partners, LLC 0.07% Reduce -0.8% 1,196 $361K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,192 $360K
Carret Asset Management, LLC 0.04% Reduce -3.3% 1,191 $360K
Argyle Capital Partners, LLC 0.31% No change 1,188 $359K
Trust Point Inc. 0.03% Reduce -30.5% 1,186 $358K
StrongBox Wealth, LLC 0.15% Reduce -46.6% 1,186 $358K
Spirepoint Private Client, LLC 0.05% Reduce -0.1% 1,185 $358K
Arete Wealth Advisors, LLC 0.03% Add +10.7% 1,182 $357K
Sargent Investment Group, LLC 0.06% Reduce -2.2% 1,178 $356K
StoneX Group Inc. 0.02% Reduce -5.1% 1,173 $355K
Prosperity Consulting Group, LLC 0.03% Add +12.3% 1,173 $354K
RBA Wealth Management, LLC 0.14% Reduce -22.6% 1,173 $354K
Smith Shellnut Wilson LLC 0.16% No change 1,171 $354K
Breakwater Capital Group 0.06% Add +8.5% 1,170 $353K
Rainier Family Wealth Inc. 0.41% Reduce -17.5% 1,165 $352K
Evernest Financial Advisors, LLC 0.13% New 1,161 $350K
Reliant Investment Partners, LLC 0.36% Reduce -1.3% 1,160 $350K
Mill Creek Capital Advisors, LLC 0.01% Add +25.8% 1,155 $349K
Portfolio Design Labs, LLC 0.07% Reduce -52.1% 1,150 $347K
Good Steward Wealth Advisors,LLC 0.32% — 1,146 $346K
Cromwell Holdings LLC 0.22% No change 1,146 $346K
Portside Wealth Group, LLC 0.06% Add +18.9% 1,146 $346K
Advisor Resource Council 0.03% New 1,171 $346K
Orrstown Financial Services Inc. 0.08% Add +57.3% 1,139 $344K
Cove Private Wealth, LLC 0.18% Add +3.0% 1,133 $342K
Larson Financial Group LLC 0.02% Add +67.2% 1,125 $340K
BIP Wealth, LLC 0.02% New 1,123 $339K
J.Safra Asset Management Corp 0.03% Reduce -7.0% 1,123 $339K
Stone House Investment Management, LLC 0.07% New 1,123 $339K
Baker Avenue Asset Management, LP 0.01% Reduce -1.5% 1,123 $339K
LeClair Wealth Partners LLC 0.24% No change 1,108 $335K
Moss Adams Wealth Advisors LLC 0.04% Add +17.0% 1,102 $334K
RB Capital Management, LLC 0.08% Add +8.5% 1,097 $331K
Olistico Wealth, LLC 0.20% No change 1,089 $329K
JT Stratford LLC 0.06% Reduce -86.4% 1,089 $329K
Founders Financial Alliance, LLC 0.08% Add +21.9% 1,086 $328K
Graham Capital Management, L.P. 0.02% New 1,083 $327K
Alpha Family Trust 0.19% New 1,080 $326K
MBB Public Markets I LLC 0.04% New 1,080 $326K
Stanley-Laman Group, Ltd. 0.05% New 1,078 $326K
Savvy Advisors, Inc. 0.03% Add +10.7% 1,074 $324K
Zullo Investment Group, Inc. 0.14% Reduce -2.0% 1,071 $323K
NWF Advisory Services Inc. 0.05% Add +21.6% 1,070 $323K
Sentry Investment Management LLC 0.22% Reduce -23.0% 1,177 $323K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -2.3% 1,069 $323K
Cypress Capital Group 0.04% No change 1,069 $323K
Earned Wealth Advisors, LLC 0.07% New 1,066 $322K
Valtrion Capital Management, LLC 0.43% New 1,059 $320K
Affinity Wealth Management LLC 0.06% Reduce -0.3% 1,054 $318K
New England Professional Planning Group Inc. 0.16% No change 1,047 $316K
IMZ Advisory Inc 0.14% Add +0.4% 1,046 $316K
Front Row Advisors LLC 0.12% Reduce -0.4% 1,042 $316K
VeraBank, N.A. 0.09% No change 1,039 $314K
Foundations Investment Advisors, LLC 0.01% Reduce -37.2% 1,037 $313K
Advyzon Investment Management, LLC 0.11% Reduce -12.0% 1,035 $313K
MCF Advisors LLC 0.02% Reduce -0.9% 1,031 $312K
Duncker Streett & Co. Inc. 0.06% Reduce -9.6% 1,032 $312K
Aware Super Pty Ltd as trustee of Aware Super 0.01% No change 1,032 $312K
Guardian Wealth Advisors, LLC 0.20% Reduce -0.3% 1,029 $311K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.1% 1,029 $311K
Parthenon LLC 0.04% No change 1,027 $310K
Trust Co 0.04% No change 1,023 $309K
Financial Advisors, LLC 0.06% No change 1,020 $308K
Visionary Wealth Advisors 0.02% Add +11.2% 1,017 $307K
CenterStar Asset Management, LLC 0.44% New 1,010 $305K
Atwater Malick LLC 0.10% No change 1,010 $305K
Aprio Wealth Management, LLC 0.04% Add +16.4% 1,008 $305K
American National Bank & Trust 0.03% Reduce -5.5% 1,003 $303K
Integrated Advisors Network LLC 0.02% Add +0.8% 1,002 $303K
Northstar Financial Companies, Inc. 0.33% Reduce -4.0% 1,001 $302K
Ameritas Advisory Services, LLC 0.01% Add +1.1% 1,052 $302K
Southport Management, L.L.C. 1.30% New 1,000 $302K
Constitution Capital LLC 0.17% New 1,000 $302K
Autumn Glory Partners, LLC 0.15% No change 1,000 $302K
RBF Capital, LLC 0.02% No change 1,000 $302K
Journey Strategic Wealth LLC 0.01% Add +2.7% 997 $301K
CYBER HORNET ETFs LLC 0.31% Add +0.1% 997 $301K
Dover Advisors, LLC 0.13% New 984 $298K
WealthShield Partners, LLC 0.04% New 984 $297K
Wealth Management Associates, Inc. 0.13% Add +19.0% 982 $297K
Naviter Wealth, LLC 0.04% No change 994 $296K
M.E. Allison & Co., Inc. 0.29% No change 978 $295K
WoodTrust Financial Corp 0.04% Add +5.7% 977 $295K
CoreCap Advisors, LLC 0.01% Add +9.1% 974 $294K
Disciplined Investors, L.L.C. 0.27% No change 974 $294K
Womack Financial LLC 0.27% No change 973 $294K
Axiom Financial Strategies, LLC 0.17% Add +11.3% 972 $294K
Planned Solutions, Inc. 0.12% Add +2.0% 972 $294K
HUB Investment Partners, LLC 0.01% Add +29.1% 972 $294K
South Plains Financial, Inc. 0.23% Add +32.2% 969 $293K
LaFleur & Godfrey LLC 0.04% No change 968 $292K
Capital Investment Advisory Services, LLC 0.03% Reduce -2.5% 965 $291K
E Fund Management Co., Ltd. 0.01% Add +3.9% 964 $291K
McIlrath & Eck, LLC 0.04% No change 956 $289K
Samalin Investment Counsel, LLC 0.12% New 955 $288K
Somerset Group LLC 0.26% No change 954 $288K
FDx Advisors, Inc. 0.09% Reduce -0.3% 952 $287K
Veltria Advisors Corp. 0.19% Reduce -47.9% 946 $286K
Genesis Private Wealth, LLC 0.15% Add +5.2% 944 $285K
CVA Family Office, LLC 0.04% Add +2.5% 944 $285K
Harrington Investments, INC 0.16% No change 943 $285K
Advus Financial Partners, LLC 0.08% Reduce -13.0% 941 $284K
San Luis Wealth Advisors LLC 0.06% Add +0.2% 939 $284K
McLean Asset Management Corp 0.09% Reduce -8.0% 1,030 $283K
Financial Management Professionals, Inc. 0.04% Add +3.4% 938 $283K
Heritage Wealth Advisors 0.01% Reduce -1.3% 935 $282K
Capital Analysts, LLC 0.01% Add +1.5% 933 $282K
Quent Capital, LLC 0.03% Reduce -1.3% 933 $282K
Diligent Investors, LLC 0.07% No change 931 $281K
Wayfinding Financial, LLC 0.12% Reduce -5.6% 927 $281K
Kornitzer Capital Management Inc. 0.01% Add +1.4% 927 $280K
Binnacle Investments Inc 0.20% — 925 $279K
Verum Partners LLC 0.08% Reduce -2.9% 925 $279K
Trilogy Capital Inc. 0.01% Add +1.2% 924 $279K
Hendley & Co. Inc. 0.10% No change 925 $279K
BlueChip Wealth Advisors LLC 0.14% No change 921 $278K
Echo45 Advisors LLC 0.19% Reduce -4.8% 918 $277K
Clear Creek Financial Management, LLC 0.03% New 917 $277K
Essex LLC 0.06% No change 916 $277K
Forte Capital LLC 0.03% Reduce -4.0% 910 $275K
Priebe Wealth Holdings LLC 0.17% New 906 $274K
Seed Wealth Management, Inc. 0.22% No change 905 $273K
Sunflower Bank, N.A. 0.08% Add +4.4% 905 $273K
CWS Financial Advisors, LLC 0.09% No change 901 $272K
Aua Capital Management, LLC 0.18% No change 900 $272K
May Hill Capital, LLC 0.10% Reduce -2.6% 895 $270K
Accredited Investors Inc. 0.02% Add +8.8% 893 $270K
Zacks Investment Management 0.00% Add +20.6% 891 $269K
Waterloo Capital, L.P. 0.03% New 890 $269K
Northeast Planning Associates, Inc. / NH / 0.22% No change 889 $268K
RiverFront Investment Group, LLC 0.01% New 884 $267K
Cullinan Associates Inc. 0.02% New 882 $266K
Kensington Investment Counsel, LLC 0.12% Reduce -11.1% 880 $266K
Abel Hall, LLC 0.16% Reduce -8.8% 874 $264K
Foster Group, Inc. 0.01% New 874 $264K
Triangle Securities Wealth Management 0.07% Add +8.1% 872 $263K
Jefferies Financial Group Inc. 0.00% No change 872 $263K
Regent Peak Wealth Advisors LLC 0.06% Reduce -1.3% 868 $262K
Barlow Wealth Partners, LLC 0.03% Reduce -0.6% 937 $262K
Excalibur Management Corp. 0.10% Add +0.7% 863 $261K
BankPlus Trust Department 0.09% Reduce -25.3% 861 $260K
Catalina Capital Group, LLC 0.17% Reduce -65.9% 860 $260K
Fairfield, Bush & Co. 0.16% No change 860 $260K
Sompo Asset Management Co., Ltd. 0.05% Reduce -41.9% 860 $260K
Linden Thomas Advisory Services, LLC 0.03% Add +2.4% 860 $260K
Beck Mack & Oliver LLC 0.01% No change 858 $259K
MBL Wealth, LLC 0.03% Add +2.5% 856 $259K
Optas, LLC 0.04% Reduce -11.4% 854 $258K
Pacifica Partners Inc. 0.12% No change 850 $257K
Convergence Investment Partners, LLC 0.07% Reduce -15.2% 850 $257K
Waterway Wealth Management, LLC 0.11% New 850 $257K
Regal Investment Advisors LLC 0.02% New 849 $256K
ORG Partners LLC 0.07% Reduce -9.8% 849 $256K
Bruce G. Allen Investments, LLC 0.20% Add +18.8% 847 $256K
Klingman & Associates, LLC 0.02% New 846 $255K
Novem Group 0.04% Reduce -4.8% 844 $255K
Fiduciary Alliance LLC 0.03% New 844 $255K
WT Wealth Management 0.08% No change 842 $254K
Midland Wealth Advisors, LLC 0.01% Reduce -4.4% 841 $254K
Rise Advisors, LLC 0.11% Add +4.6% 841 $254K
Kathmere Capital Management, LLC 0.02% Add +9.3% 838 $253K
Financial Insights, Inc. 0.10% New 837 $253K
Busey Bank 0.01% Add +1.6% 833 $252K
Kidder Stephen W 0.08% No change 830 $251K
Aspiriant, LLC 0.01% Reduce -2.9% 828 $250K
Altfest L J & Co. Inc. 0.03% Reduce -51.5% 827 $250K
Barry Investment Advisors, LLC 0.07% Add +0.1% 822 $249K
Salzhauer Michael 0.16% No change 824 $249K
Bragg Financial Advisors, Inc 0.01% Reduce -0.2% 824 $249K
Rodgers Brothers Inc. 0.03% Add +2.9% 823 $249K
Mendel Money Management 0.12% Reduce -7.3% 822 $248K
AGH Wealth Advisors, LLC 0.24% Reduce -0.2% 820 $248K
Charter Research & Investment Group, Inc. 0.19% No change 820 $248K
Poehling Capital Management, INC. 0.06% Reduce -0.6% 820 $248K
Leuthold Group, LLC 0.03% Reduce -95.9% 819 $247K
Wedge Capital Management L L P 0.00% No change 816 $246K
Stratos Wealth Advisors, LLC 0.01% Reduce -2.5% 813 $246K
First American Trust, FSB 0.02% Reduce -0.1% 811 $245K
Alexander Labrunerie & Co., Inc. 0.11% Add +9.3% 811 $245K
Calydon Capital 0.05% No change 811 $245K
CreativeOne Wealth, LLC 0.01% New 811 $245K
New Republic Capital, LLC 0.11% Add +3.9% 808 $245K
GenTrust, LLC 0.01% Add +1.4% 805 $244K
Rainey & Randall Wealth Advisors Inc. 0.05% New 800 $242K
BLB&B Advisors, LLC 0.01% Reduce -28.9% 802 $242K
Fiduciary Family Office, LLC 0.08% New 800 $242K
Clark Estates Inc. 0.05% No change 800 $242K
GHP Investment Advisors, Inc. 0.01% Reduce -20.0% 799 $241K
James J. Burns & Company, LLC 0.04% Reduce -9.7% 798 $241K
Norden Group LLC 0.03% Add +0.1% 797 $241K
Crown Wealth Group, LLC 0.12% Reduce -1.9% 795 $240K
Signet Financial Management, LLC 0.03% Add +3.4% 794 $240K
Longboard Asset Management, LP 0.70% No change 794 $240K
Ancora Advisors LLC 0.01% Reduce -11.3% 794 $240K
Fi3 FINANCIAL ADVISORS, LLC 0.10% New 793 $240K
Balentine LLC 0.01% No change 791 $239K
Capstone Investment Advisors, LLC 0.00% Reduce -64.3% 791 $239K
Omnia Family Wealth, LLC 0.10% New 788 $239K
Revolve Wealth Partners, LLC 0.03% Add +6.2% 789 $238K
Intrua Financial, LLC 0.04% Reduce -3.2% 785 $237K
Chapin Davis, Inc. 0.08% Add +0.3% 784 $237K
Avantax Planning Partners, Inc. 0.01% Add +5.1% 783 $236K
3Chopt Investment Partners, LLC 0.06% New 777 $235K
Leelyn Smith, LLC 0.04% Reduce -0.9% 770 $233K
Princeton Capital Management LLC 0.08% No change 765 $231K
D'Orazio & Associates, Inc. 0.04% Reduce -0.1% 764 $231K
Bedel Financial Consulting, Inc. 0.03% Add +6.4% 798 $231K
Clayton Financial Group LLC 0.08% Reduce -7.8% 762 $230K
New Perspectives, Inc 0.12% No change 762 $230K
Wellington Shields & Co., LLC 0.07% Add +110.8% 761 $230K
Sapient Capital LLC 0.00% Reduce -23.1% 757 $229K
Medallion Wealth Advisors, LLC 0.10% Add +17.6% 760 $229K
United Community Bank 0.09% Add +11.8% 758 $229K
Rockline Wealth Management, LLC 0.06% No change 756 $228K
Provenance Wealth Advisors, LLC 0.03% No change 756 $228K
McAdam, LLC 0.01% Reduce -56.6% 756 $228K
Hazlett, Burt & Watson, Inc. 0.10% Add +12.9% 753 $228K
Fortitude Advisory Group L.L.C. 0.16% Add +5.6% 798 $227K
LWM Advisory Services, LLC 0.16% Reduce -1.1% 752 $227K
Bill Few Associates, Inc. 0.08% Reduce -0.4% 751 $227K
Westover Capital Advisors, LLC 0.05% No change 750 $226K
Diversify Advisory Services, LLC 0.01% Reduce -4.6% 794 $226K
Gould Asset Management LLC 0.05% No change 746 $225K
Thrive Wealth Management, LLC 0.04% Reduce -7.0% 745 $225K
Maia Wealth LLC 0.05% Add +1.0% 779 $225K
Versant Capital Management, Inc 0.04% Add +34.6% 743 $224K
Cadence Bank 0.02% New 742 $224K
Weatherly Asset Management L. P. 0.02% New 740 $224K
Prossimo Advisors, LLC 0.17% No change 743 $224K
Sprott Inc. 0.01% New 741 $224K
Godshalk Welsh Capital Management, Inc. 0.15% Reduce -1.3% 740 $223K
Kavar Capital Partners Group, LLC 0.04% No change 740 $223K
PBMares Wealth Management LLC 0.04% No change 738 $223K
SteelPeak Wealth, LLC 0.01% New 733 $222K
Jacobsen Capital Management 0.10% New 734 $222K
Everpar Advisors LLC 0.12% Reduce -4.2% 731 $221K
Poplar Forest Capital LLC 0.04% No change 731 $221K
US Asset Management LLC 0.21% Reduce -1.2% 730 $220K
Washington Capital Management, Inc. 0.18% No change 728 $220K
Tiemann Investment Advisors, LLC 0.10% No change 726 $219K
Hoxton Planning & Management, LLC 0.08% Reduce -4.7% 723 $218K
Enhancing Capital LLC 0.17% New 722 $218K
Dodge & Cox 0.00% New 722 $218K
Invst, LLC 0.03% Reduce -19.7% 720 $217K
NTV Asset Management LLC 0.03% New 718 $217K
Copperwynd Financial, LLC 0.06% New 715 $216K
RDA Financial Network 0.06% New 713 $215K
Mosaic Financial Group, LLC 0.17% Reduce -5.6% 712 $215K
Tranquility Partners, LLC 0.08% New 710 $214K
Inlet Private Wealth, LLC 0.06% New 710 $214K
Strategic Blueprint, LLC 0.01% New 709 $214K
Cable Hill Partners, LLC 0.02% Add +2.6% 748 $214K
Westbourne Investments, Inc. 0.13% Reduce -33.1% 708 $214K
Compass Ion Advisors, LLC 0.03% New 707 $213K
Climber Capital SA 0.17% No change 839 $213K
Chancellor Financial Group WB LP 0.18% New 705 $213K
Raab & Moskowitz Asset Management LLC 0.05% New 704 $213K
DRW Securities, LLC 0.02% Reduce -96.4% 700 $211K
Parcion Private Wealth LLC 0.02% New 696 $210K
Fiduciary Financial Group, LLC 0.05% New 743 $210K
Southeast Asset Advisors, LLC 0.03% Reduce -24.5% 693 $209K
Pavion Blue Capital, LLC 0.10% New 691 $209K
Souders Financial Advisors 0.03% New 691 $209K
Accelerate Investment Advisors LLC 0.17% New 688 $208K
Five Oceans Advisors 0.10% New 683 $206K
Ifrah Financial Services, Inc. 0.06% New 682 $206K
Wealth Dimensions Group, Ltd. 0.05% New 681 $206K
Salem Investment Counselors Inc. 0.01% Add +0.7% 678 $205K
First Command Advisory Services, Inc. 0.00% Reduce -25.1% 679 $205K
City National Bank of Florida 0.18% New 676 $204K
Simplicity Wealth,LLC 0.02% New 676 $204K
Royal Capital Wealth Management, LLC 0.14% New 674 $204K
Live Oak Investment Partners 0.16% New 674 $204K
Sax Wealth Advisors, LLC 0.01% New 674 $204K
Peachtree Investment Partners, LLC 0.08% New 673 $203K
Bigelow Investment Advisors, LLC 0.10% New 673 $203K
McGowan Group Asset Management, Inc. 0.03% New 669 $202K
Delta Asset Management LLC 0.02% Add +5.4% 667 $201K
Innova Wealth Partners 0.12% New 665 $201K
Aspen Grove Capital, LLC 0.04% New 663 $201K
GPS Wealth Strategies Group, LLC 0.03% Reduce -7.0% 664 $201K
Evergreen Wealth Management, LLC 0.12% New 663 $200K
Aviso Financial Inc. 0.01% Add +3.4% 636 $192K
GW&K Investment Management, LLC 0.00% Add +0.6% 631 $191K
Virtus Advisers, LLC 0.12% Reduce -84.5% 617 $186K
Creative Financial Designs Inc. 0.01% Reduce -87.5% 615 $186K
Colonial Trust Co / SC 0.03% Reduce -20.7% 606 $183K
Hexagon Capital Partners LLC 0.03% Add +7.9% 588 $178K
Central Pacific Bank - Trust Division 0.02% No change 570 $172K
SBI Securities Co., Ltd. 0.01% Add +16.8% 563 $170K
Deseret Mutual Benefit Administrators 0.08% No change 556 $168K
Golden State Wealth Management, LLC 0.02% Add +9.2% 549 $166K
Avior Wealth Management, LLC 0.01% Reduce -88.0% 531 $160K
Sandy Spring Bank 0.01% Add +1.3% 529 $160K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -0.9% 522 $158K
Blue Bell Private Wealth Management, LLC 0.03% Add +1.0% 486 $147K
Avalon Trust Co 0.01% Add +12.2% 478 $144K
Aventura Private Wealth, LLC 0.08% Add +5.1% 477 $144K
Brown, Lisle/Cummings, Inc. 0.04% No change 470 $142K
Dakota Community Bank & Trust NA 0.66% No change 454 $137K
Pinnacle Bancorp, Inc. 0.04% No change 452 $136K
Union Savings Bank 0.07% Reduce -6.4% 441 $133K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 430 $130K
General Partner, Inc. 0.08% No change 425 $128K
Kathleen S. Wright Associates Inc. 0.05% No change 420 $127K
Carolinas Wealth Consulting LLC 0.03% Add +2.0% 417 $126K
Birchbrook, Inc. 0.07% No change 413 $125K
Capula Management Ltd 0.00% New 406 $123K
Arcadia Investment Management Corp. 0.02% No change 400 $121K
Proathlete Wealth Management LLC 0.04% New 399 $120K
Mowery & Schoenfeld Wealth Management, LLC 0.23% Reduce -2.0% 396 $120K
First Financial Corp. 0.06% Reduce -17.9% 384 $116K
JFS Wealth Advisors, LLC 0.01% No change 377 $114K
Fortitude Family Office, LLC 0.04% Reduce -1.1% 375 $113K
Ameriflex Group, Inc. 0.05% Add +11.8% 368 $111K
Richardson Financial Services Inc. 0.08% Add +6.8% 363 $110K
Mark Sheptoff Financial Planning, LLC 0.06% No change 361 $109K
Millstone Evans Group, LLC 0.07% No change 359 $108K
Rosenberg Matthew Hamilton 0.03% Add +9.7% 351 $106K
Bfsg, LLC 0.01% Add +3.0% 345 $104K
Wealth Preservation Advisors, LLC 0.07% — 340 $103K
Thompson Investment Management, Inc. 0.01% No change 330 $100K
Anchor Investment Management, LLC 0.01% Reduce -7.0% 330 $100K
Reyes Financial Architecture, Inc. 0.07% No change 315 $95K
Indiana Trust & Investment Management Co 0.03% No change 313 $95K
2UniFi Bank 0.06% Reduce -9.3% 331 $94K
Avion Wealth 0.02% No change 338 $93K
Alpine Bank Wealth Management 0.01% — 304 $92K
Lavaca Capital LLC 0.04% No change 300 $91K
Crews Bank & Trust 0.02% Reduce -4.8% 298 $90K
Investors Research Corp 0.02% Add +20.2% 297 $90K
Physician Wealth Advisors, Inc. 0.02% No change 296 $89K
Wood Tarver Financial Group, LLC 0.03% No change 282 $85K
Horizons Wealth Management 0.06% No change 282 $85K
Hantz Financial Services, Inc. 0.00% Reduce -12.3% 278 $84K
Farmers & Merchants Investments Inc. 0.00% No change 277 $84K
Mb, Levis & Associates, LLC 0.04% No change 277 $84K
Meeder Asset Management Inc. 0.01% Add +79.5% 271 $82K
Sarver Vrooman Wealth Advisors 0.05% — 271 $82K
Salomon & Ludwin, LLC 0.01% No change 270 $82K
Hemington Wealth Management 0.01% Add +13.0% 270 $81K
Acima Private Wealth, LLC 0.03% No change 264 $80K
Cove Street Capital, LLC 0.12% No change 260 $79K
Granite FO LLC 0.04% No change 260 $79K
Park Square Financial Group, LLC 0.06% Reduce -22.7% 245 $74K
Riverview Trust Co 0.07% Reduce -2.0% 242 $73K
Key Financial Inc 0.02% Reduce -21.4% 242 $73K
OAKMONT Corp 0.01% No change 240 $72K
Bell Investment Advisors, Inc 0.01% Add +3.1% 229 $69K
Global Trust Asset Management, LLC 0.04% Reduce -57.1% 228 $69K
Boyd Watterson Asset Management LLC 0.02% No change 226 $68K
Addison Advisors LLC 0.02% No change 215 $65K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $64K
N.E.W. Advisory Services LLC 0.00% New 213 $64K
Beacon Capital Management, LLC 0.01% Add +11.4% 205 $62K
Park Place Capital Corp 0.02% Add +0.5% 200 $60K
ESL Trust Services, LLC 0.01% No change 200 $60K
Pension & Wealth Management Advisors, Inc. 0.02% Add +5.9% 197 $60K
City Holding Co. 0.01% Add +98.0% 196 $59K
TFC Financial Management, Inc. 0.01% Reduce -4.9% 195 $59K
First United Bank & Trust 0.02% Add +17.8% 192 $58K
North Star Investment Management Corp. 0.00% No change 191 $58K
Tompkins Financial Corp. 0.01% No change 189 $57K
Armstrong Advisory Group, Inc. 0.00% No change 205 $57K
Clean Yield Group 0.02% Reduce -2.1% 187 $56K
Colonial Trust Advisors 0.01% No change 185 $56K
Main Street Group, LTD 0.02% Add +4.5% 184 $55K
Archer Investment Corp 0.01% Add +14.5% 182 $55K
Caldwell Trust Co 0.01% Add +10.4% 181 $55K
GF Fund Management Co. LTD. 0.00% New 181 $55K
Old Second National Bank of Aurora 0.01% Reduce -3.2% 180 $54K
HHM Wealth Advisors, LLC 0.01% No change 179 $54K
JNBA Financial Advisors 0.01% No change 179 $54K
Ogorek Anthony Joseph /NY/ 0.02% Add +275.0% 180 $54K
Caitong International Asset Management Co., Ltd 0.04% New 176 $53K
Bangor Savings Bank 0.01% Add +8.0% 175 $53K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +3.6% 172 $52K
Bayforest Capital Ltd 0.02% Add +160.6% 172 $52K
Chilton Capital Management LLC 0.00% No change 168 $51K
Continuum Advisory, LLC 0.01% Add +59.4% 161 $49K
Hurley Capital, LLC 0.04% No change 159 $48K
Operose Advisors LLC 0.02% No change 159 $48K
Financial Gravity Asset Management, Inc. 0.01% — 157 $47K
Sachetta, LLC 0.02% Reduce -0.6% 156 $47K
Nova Wealth Management, Inc. 0.04% New 156 $47K
Hollencrest Capital Management 0.00% No change 152 $46K
Saudi Central Bank 0.24% New 151 $46K
Quarry LP 0.01% New 151 $46K
Smallwood Wealth Investment Management, LLC 0.03% New 150 $45K
Intelligent Financial Strategies 0.02% No change 149 $45K
Bogart Wealth, LLC 0.00% Add +44.1% 147 $44K
Albion Financial Group 0.00% Reduce -19.6% 144 $43K
Whipplewood Advisors, LLC 0.03% Reduce -10.5% 128 $43K
Covestor Ltd 0.03% Add +2.9% 142 $43K
Gables Capital Management Inc. 0.02% No change 140 $42K
Elevation Wealth Partners, LLC 0.02% No change 140 $42K
1248 Management, LLC 0.02% New 137 $41K
Capital A Wealth Management, LLC 0.04% Reduce -0.7% 134 $40K
SOA Wealth Advisors, LLC. 0.01% No change 133 $40K
BOK Financial Private Wealth, Inc. 0.00% Reduce -8.3% 132 $40K
Truvestments Capital LLC 0.01% Add +8.3% 131 $40K
Atwood & Palmer Inc. 0.00% Reduce -36.6% 130 $39K
Atlantic Private Wealth, LLC 0.03% No change 125 $38K
Kimelman & Baird, LLC 0.00% No change 125 $38K
Garde Capital, Inc. 0.00% New 125 $38K
Bank & Trust Co 0.03% No change 124 $37K
Tradewinds Capital Management, LLC 0.01% No change 123 $37K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +391.7% 118 $36K
Cherry Tree Wealth Management, LLC 0.01% Add +56.6% 119 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 118 $36K
Optiver Holding B.V. 0.00% New 118 $36K
Crewe Advisors LLC 0.00% Add +4.5% 115 $35K
Valued Wealth Advisors LLC 0.02% Add +11.8% 114 $35K
NewSquare Capital LLC 0.00% Add +1030.0% 113 $34K
Wellington Shields Capital Management, LLC 0.01% No change 112 $34K
Glen Eagle Advisors, LLC 0.01% Add +0.9% 112 $34K
WPG Advisers, LLC 0.03% Reduce -14.7% 110 $33K
Atticus Wealth Management, LLC 0.01% No change 110 $33K
Global Financial Private Client, LLC 0.01% Reduce -19.9% 109 $33K
Navera Investment Management Ltd. 0.00% No change 108 $33K
Crowley Wealth Management, Inc. 0.03% No change 105 $32K
Richards, Merrill & Peterson, Inc. 0.02% Reduce -5.4% 105 $32K
IMA Advisory Services, Inc. 0.00% New 102 $31K
Sierra Ocean, LLC 0.02% Reduce -1.9% 102 $31K
PFG Private Wealth Management, LLC 0.02% Add +88.7% 100 $30K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $30K
Laurel Wealth Advisors LLC 0.00% No change 99 $30K
Kozak & Associates, Inc. 0.01% No change 100 $29K
Financial Perspectives, Inc 0.01% No change 94 $28K
Capital Advisors, Ltd. LLC 0.00% Add +3.5% 90 $27K
North Capital, Inc. 0.02% — 87 $26K
Abound Wealth Management 0.01% Reduce -16.5% 86 $26K
West Paces Advisors Inc. 0.01% Reduce -24.8% 85 $26K
Opal Wealth Advisors, LLC 0.01% New 84 $25K
Peoples Bank 0.02% New 82 $25K
Centennial Bank 0.01% Add +192.6% 79 $24K
Canton Hathaway, LLC 0.00% No change 76 $23K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +16.9% 76 $23K
Parvin Asset Management, LLC 0.03% No change 75 $23K
Runnymede Capital Advisors, Inc. 0.02% No change 75 $23K
Darwin Wealth Management, LLC 0.01% No change 75 $21K
TOWER TRUST & INVESTMENT Co 0.02% — 72 $21K
Murphy & Mullick Capital Management Corp 0.02% No change 68 $21K
WealthTrak Capital Management LLC 0.02% Add +1.6% 65 $20K
Toth Financial Advisory Corp. 0.00% No change 65 $20K
Painted Porch Advisors LLC 0.01% Add +30.6% 64 $19K
Loomis Sayles & Co. L P 0.00% Reduce -68.5% 63 $19K
Iron Horse Wealth Management, LLC 0.01% Add +5.1% 62 $19K
Tortoise Investment Management, LLC 0.00% Reduce -80.8% 61 $18K
Cornerstone Planning Group LLC 0.00% Add +40.0% 63 $18K
Northwest Capital Management Inc 0.01% No change 59 $18K
West Branch Capital LLC 0.01% No change 58 $18K
Centricity Wealth Management, LLC 0.02% Reduce -26.9% 57 $17K
Raffa Wealth Management, LLC 0.00% No change 57 $17K
Tsfg, LLC 0.00% No change 55 $17K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 56 $17K
Proffitt & Goodson Inc. 0.00% No change 56 $17K
Copeland Capital Management, LLC 0.00% No change 54 $16K
Fiduciary Advisors, Inc. 0.01% No change 50 $15K
Navigoe, LLC 0.01% No change 50 $15K
True Wealth Design, LLC 0.01% Add +71.4% 48 $14K
Transce3nd, LLC 0.01% No change 47 $14K
Rossby Financial, LCC 0.01% New 50 $14K
Copia Wealth Management 0.01% No change 45 $14K
Sound Income Strategies, LLC 0.00% Add +25.7% 44 $13K
Frazier Financial Advisors, LLC 0.01% No change 41 $12K
Red Tortoise LLC 0.01% No change 39 $12K
Atala Financial Inc 0.01% No change 38 $11K
Ulland Investment Advisors, LLC 0.01% No change 35 $11K
Harbor Capital Advisors, Inc. 0.00% Add +2.7% 38 $11K
Financial Network Wealth Advisors LLC 0.01% Add +125.0% 36 $11K
Cedar Mountain Advisors, LLC 0.00% No change 36 $11K
Hughes Financial Services, LLC 0.00% New 36 $11K
DT Investment Partners, LLC 0.00% No change 35 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -71.8% 35 $11K
Holos Integrated Wealth LLC 0.01% No change 34 $10K
Curio Wealth, LLC 0.01% New 1 $10K
Dunhill Financial, LLC 0.00% Reduce -38.2% 34 $10K
Keener Financial Planning LLC 0.01% No change 36 $10K
Hopwood Financial Services, Inc. 0.01% No change 33 $10K
Cranbrook Wealth Management, LLC 0.00% New 32 $10K
Noble Wealth Management PBC 0.01% Reduce -26.8% 30 $9K
Private Wealth Management Group, LLC 0.00% Reduce -89.5% 30 $9K
Coston, McIsaac & Partners 0.00% New 30 $9K
Mascoma Wealth Management LLC 0.00% Reduce -58.0% 29 $9K
Redmont Wealth Advisors LLC 0.02% New 28 $8K
Silicon Valley Capital Partners 0.00% No change 28 $8K
First PREMIER Bank 0.00% No change 25 $8K
Ridgewood Investments LLC 0.00% New 26 $8K
TD Capital Management LLC 0.00% No change 24 $7K
Dogwood Wealth Management LLC 0.00% New 23 $7K
New Millennium Group LLC 0.00% No change 23 $7K
1620 Investment Advisors, Inc. 0.01% No change 21 $6K
High Note Wealth, LLC 0.00% Reduce -8.7% 21 $6K
First Pacific Financial 0.00% New 21 $6K
Eisler Capital Management Ltd. 0.00% New 20 $6K
MPWM Advisory Solutions, LLC 0.00% No change 20 $6K
Aspect Partners, LLC 0.00% No change 20 $6K
Carolina Wealth Advisors, LLC 0.00% No change 20 $6K
Greykasell Wealth Strategies, Inc. 0.00% New 20 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 19 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 21 $6K
Clark Wealth Partners 0.00% No change 19 $6K
Ruedi Wealth Management, Inc. 0.00% No change 19 $6K
Westside Investment Management, Inc. 0.00% Reduce -60.9% 18 $5K
William B. Walkup & Associates, Inc. 0.00% No change 17 $5K
Trifecta Capital Advisors, LLC 0.00% No change 17 $5K
Hager Investment Management Services, LLC 0.00% Add +650.0% 15 $5K
Nalls Sherbakoff Group, LLC 0.00% — 14 $4K
Fairscale Capital, LLC 0.00% No change 14 $4K
Global Wealth Strategies & Associates 0.00% Add +55.6% 14 $4K
Motco 0.00% Add +75.0% 14 $4K
Chesapeake Asset Management LLC 0.00% Reduce -74.1% 14 $4K
Semmax Financial Advisors Inc. 0.00% New 14 $4K
Roble, Belko & Company, Inc 0.00% New 13 $4K
Principia Wealth Advisory, LLC 0.00% Add +27.3% 14 $4K
Highline Wealth Partners LLC 0.00% Add +8.3% 13 $4K
Kiker Wealth Management, LLC 0.00% New 12 $4K
Burkett Financial Services, LLC 0.00% No change 12 $4K
Activest Wealth Management 0.00% Add +0.0% 11 $3K
Blume Capital Management, Inc. 0.00% Reduce -97.3% 11 $3K
Adirondack Trust Co. 0.00% No change 11 $3K
Raelipskie Partnership 0.00% No change 10 $3K
Breakwater Investment Management 0.00% No change 10 $3K
Stephens Consulting, LLC 0.00% Reduce -37.5% 10 $3K
Legacy Wealth Managment, LLC 0.00% No change 9 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 9 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 8 $2K
Bare Financial Services, Inc 0.00% New 8 $2K
Plante Moran Financial Advisors, LLC 0.00% No change 8 $2K
Bay Harbor Wealth Management, LLC 0.00% New 7 $2K
WealthCollab, LLC 0.00% No change 7 $2K
Raleigh Capital Management Inc. 0.00% Reduce -96.2% 7 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 6 $2K
North Ridge Wealth Advisors, Inc. 0.00% No change 6 $2K
Parkworth Wealth Management, Inc. 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
PSI Advisors, LLC 0.00% No change 5 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 5 $2K
Redwood Park Advisors LLC 0.00% No change 4 $1K
PayPay Securities Corp 0.06% Reduce -66.7% 3 $1K
PEAK6 LLC 0.00% No change 3 $910
American Capital Advisory, LLC 0.00% New 3 $906
HFM Investment Advisors, LLC 0.00% — 3 $906
Inlight Wealth Management, LLC 0.00% New 2 $604
Y.D. More Investments Ltd 0.00% Add +14.0% 522 $424
GoalVest Advisory LLC 0.00% Reduce -97.8% 1 $302
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $302
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $302
Parallax Volatility Advisers, L.P. 0.00% No change 1 $302
Bear Mountain Capital, Inc. 0.00% New 1 $292

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