ChubbCB

13F holders, Q2 2025 (June 30)
1,956holders +35
137new positions
93sold out
12famous investors
$289.32avg. 13F price*

At the end of Q2 2025, 1,956 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 35 from Q1 2025. 137 opened new positions and 93 sold out. The largest holders were Vanguard Group Inc. ($10.6B), BlackRock, Inc. ($8.0B) and Berkshire Hathaway ($7.8B). 12 famous investors held it, including Warren Buffett (3.0% of Berkshire Hathaway's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions137$383.4M
Exits93$843.5M

All 13F filers, Q1 2025 → Q2 2025: 12,174,454 shares bought and 16,340,324 shares sold, net −4,165,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,956 holders

Vanguard Group Inc. 0.17% Add +0.6% 36,738,895 $10.6B
BlackRock, Inc. 0.15% Reduce -1.8% 27,517,229 $8.0B
Berkshire Hathaway 3.04% No change 27,033,784 $7.8B
State Street Corp. 0.19% Reduce -2.6% 16,977,240 $4.9B
T. Rowe Price Associates Inc. 0.47% Reduce -3.0% 14,130,930 $4.1B
FMR LLC 0.23% Reduce -6.8% 13,946,652 $4.0B
Capital World Investors 0.51% Add +0.7% 12,002,918 $3.5B
GQG Partners LLC 4.05% Add +4.5% 9,818,992 $2.8B
Geode Capital Management, LLC 0.18% Add +0.3% 8,810,780 $2.5B
Wellington Management Group LLP 0.43% Add +13.8% 8,163,768 $2.4B
Massachusetts Financial Services Co. 0.67% Reduce -5.7% 7,288,233 $2.1B
Capital Research Global Investors 0.39% Reduce -28.4% 6,660,164 $1.9B
Morgan Stanley 0.12% Add +0.3% 6,445,472 $1.9B
Capital International Investors 0.31% Add +1.1% 6,189,162 $1.8B
Wells Fargo & Company 0.37% Reduce -0.8% 5,780,999 $1.7B
JPMorgan Chase & Co. 0.10% Reduce -6.7% 4,993,853 $1.4B
Bank of America Corp. 0.12% Add +11.6% 4,929,858 $1.4B
Ameriprise Financial Inc. 0.33% Reduce -1.5% 4,625,985 $1.3B
Raymond James Financial Inc. 0.42% Reduce -0.4% 4,170,581 $1.2B
Norges Bank 0.15% Reduce -7.1% 4,125,146 $1.2B
Royal Bank of Canada 0.23% Add +0.8% 4,096,047 $1.2B
Northern Trust Corp. 0.15% Reduce -3.1% 3,729,968 $1.1B
Deutsche Bank AG 0.37% Reduce -1.7% 3,441,443 $997.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +11.3% 3,099,871 $898.1M
UBS Group AG 0.16% Reduce -7.3% 2,635,906 $763.7M
Legal & General Group Plc 0.18% Reduce -5.5% 2,435,630 $705.7M
Dimensional Fund Advisors LP 0.15% Reduce -2.2% 2,267,599 $656.9M
Invesco Ltd. 0.11% Reduce -1.9% 2,255,756 $653.5M
Charles Schwab Investment Management Inc. 0.11% Add +0.8% 2,253,607 $652.9M
Goldman Sachs Group Inc. 0.10% Add +15.3% 2,184,045 $632.8M
Bank of New York Mellon Corp 0.11% Reduce -9.1% 2,040,569 $591.2M
Lazard Asset Management LLC 0.75% Add +13.6% 1,694,857 $491.0M
Boston Partners 0.51% Reduce -7.1% 1,601,049 $462.9M
AQR Capital Management 0.38% Add +13.3% 1,598,583 $456.5M
Nuveen, LLC 0.12% Reduce -17.4% 1,537,755 $445.5M
Altrinsic Global Advisors LLC 14.61% Add +46.9% 1,392,846 $403.5M
Beutel, Goodman & Co Ltd. 2.21% Add +4.6% 1,339,427 $388.1M
First Trust Advisors LP 0.30% Reduce -29.6% 1,281,882 $371.4M
Barclays PLC 0.15% Reduce -26.6% 1,265,604 $366.7M
Principal Financial Group Inc. 0.19% Reduce -7.6% 1,251,504 $362.6M
Schroder Investment Management Group 0.31% Add +0.7% 1,245,738 $360.9M
Envestnet Asset Management Inc. 0.10% Add +3.8% 1,237,239 $358.5M
California Public Employees Retirement System 0.23% Reduce -17.6% 1,227,592 $355.7M
Amundi 0.12% Add +7.8% 1,252,882 $350.9M
Fayez Sarofim & Co 0.82% Reduce -2.3% 1,174,922 $340.4M
Swiss National Bank 0.20% Add +6.7% 1,152,691 $334.0M
Davis Selected Advisers 1.66% Reduce -1.3% 1,071,823 $310.5M
Sumitomo Mitsui Trust Group, Inc. 0.19% Add +6.2% 1,056,109 $306.0M
Mycio Wealth Partners, LLC 62.20% Add +4.6% 929,218 $269.2M
National Pension Service 0.22% Add +5.0% 898,552 $260.3M
PNC Financial Services Group, Inc. 0.17% Reduce -0.7% 889,139 $257.6M
Stifel Financial Corp. 0.23% Add +20.6% 821,466 $238.0M
Troy Asset Management Ltd 6.28% No change 793,427 $229.9M
Two Sigma Investments, LP 0.42% Add +13234.9% 773,426 $224.1M
Polar Capital Holdings Plc 1.14% Add +0.4% 750,000 $217.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +6.7% 747,379 $216.5M
Jennison Associates LLC 0.13% Reduce -4.7% 744,344 $215.7M
London Co. of Virginia 1.21% Add +211.0% 737,090 $213.6M
Natixis Advisors, LLC 0.33% Add +18.4% 723,646 $209.7M
Cullen Capital Management, LLC 2.29% Reduce -0.6% 695,502 $201.5M
Rhumbline Advisers 0.17% Reduce -1.6% 684,735 $198.4M
New York State Common Retirement Fund 0.26% Add +1.0% 677,524 $196.3M
Ensign Peak Advisors, Inc 0.32% Add +4.0% 651,979 $188.9M
Alliancebernstein L.P. 0.06% Reduce -35.3% 641,604 $185.9M
ProShare Advisors LLC 0.37% Reduce -11.7% 638,715 $185.0M
DNB Asset Management AS 0.75% Add +11.4% 626,184 $181.4M
US Bancorp \de 0.22% Reduce -1.9% 603,120 $174.7M
California State Teachers Retirement System 0.19% Add +0.4% 602,189 $174.5M
Manufacturers Life Insurance Company, The 0.15% Reduce -0.9% 587,782 $170.3M
Van Lanschot Kempen Investment Management N.V. 1.62% Add +14.3% 585,565 $169.6M
Corient Private Wealth LP 0.23% Add +0.6% 584,706 $169.4M
Clark Capital Management Group, Inc. 1.17% Add +1.6% 582,210 $168.7M
Confluence Investment Management LLC 2.24% Reduce -1.8% 548,325 $158.9M
Victory Capital Management Inc. 0.10% Add +40.1% 540,546 $155.3M
Bank of Montreal 0.08% Reduce -1.9% 526,970 $152.7M
Citigroup Inc. 0.10% Reduce -19.3% 509,985 $147.8M
Qube Research & Technologies Ltd 0.20% Add +214.6% 508,929 $147.4M
Cooke & Bieler LP 1.45% Reduce -9.5% 499,774 $144.8M
LPL Financial LLC 0.05% Add +11.5% 484,430 $140.3M
Lord, Abbett & Co. LLC 0.46% Reduce -7.9% 473,942 $137.3M
Canada Pension Plan Investment Board 0.12% Add +36.2% 473,893 $137.3M
Barrow Hanley Mewhinney & Strauss LLC 0.46% Add +0.1% 466,575 $135.2M
Davis Asset Management, L.P. 5.08% No change 450,000 $130.4M
Evercore Wealth Management, LLC 1.96% Reduce -1.9% 435,449 $126.2M
Healthcare of Ontario Pension Plan Trust Fund 0.25% Add +155.3% 430,266 $124.7M
Two Sigma Advisers, LP 0.25% Add +3944.9% 424,713 $123.0M
Boston Trust Walden Corp 0.86% Reduce -6.7% 416,817 $120.8M
Glenmede Investment Management, LP 0.60% — 408,883 $118.5M
Russell Investments Group, Ltd. 0.15% Add +0.7% 403,544 $116.8M
Welch & Forbes LLC 1.45% Reduce -0.7% 401,368 $116.3M
Cincinnati Insurance Co. 1.92% No change 393,738 $114.1M
Huntington National Bank 0.99% Add +9.6% 392,270 $113.6M
Thrivent Financial for Lutherans 0.25% Add +1.2% 388,891 $112.6M
CANADA LIFE ASSURANCE Co 0.18% Reduce -5.6% 383,223 $111.1M
BNP Paribas Financial Markets 0.09% Reduce -47.1% 378,462 $109.6M
HSBC Holdings PLC 0.07% Reduce -12.2% 378,461 $109.0M
Robeco Institutional Asset Management B.V. 0.18% Reduce -16.6% 373,779 $108.3M
Caisse de depot et placement du Quebec 0.23% Reduce -21.6% 365,711 $106.0M
Cincinnati Financial Corp. 2.23% No change 362,902 $105.1M
State Board of Administration of Florida Retirement System 0.19% Reduce -4.1% 362,188 $104.9M
Vest Financial, LLC 1.45% Reduce -1.1% 353,596 $102.4M
DekaBank Deutsche Girozentrale 0.18% Add +2.3% 354,484 $100.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Add +22.8% 347,349 $100.6M
Citadel Advisors 0.09% Add +1413.1% 345,142 $100.0M
D.A. Davidson & Co. 0.69% Add +36.8% 335,949 $97.3M
Rathbones Group PLC 0.42% Reduce -0.0% 333,042 $96.5M
Franklin Resources Inc. 0.03% Reduce -2.5% 326,203 $94.5M
Millennium Management 0.09% New 323,982 $93.9M
Storebrand Asset Management As 0.27% Add +0.1% 321,633 $93.2M
Neuberger Berman Group LLC 0.07% Add +0.1% 319,584 $92.6M
Cerity Partners LLC 0.16% Add +10.4% 315,630 $91.4M
Agf Management Ltd. 0.41% Add +3.8% 312,955 $90.7M
Homestead Advisers Corp 2.15% Add +0.3% 312,811 $90.6M
Janney Montgomery Scott LLC 0.23% Add +3.8% 304,480 $88.2M
Cannell & Spears LLC 1.78% Reduce -1.8% 304,144 $88.1M
New York State Teachers Retirement System 0.18% Reduce -0.7% 302,563 $87.7M
TD Asset Management Inc 0.07% Add +6.6% 291,836 $84.6M
CapitalatWork S.A. 2.54% Add +16.1% 288,230 $83.5M
JARISLOWSKY, FRASER Ltd 0.48% Reduce -1.2% 286,876 $83.1M
Aviva PLC 0.17% Add +40.0% 284,223 $82.3M
Federated Hermes, Inc. 0.15% Add +0.9% 282,119 $81.7M
Mitsubishi UFJ Trust & Banking Corp 0.19% Add +21.9% 280,558 $81.3M
Wealth Enhancement Advisory Services, LLC 0.13% Add +24.8% 284,689 $80.8M
APG Asset Management N.V. 0.24% Add +12.0% 327,083 $80.7M
Cornerstone Investment Partners, LLC 3.52% Reduce -1.2% 275,080 $79.7M
William Blair Investment Management, LLC 0.21% Add +2.9% 267,172 $77.4M
Nomura Asset Management Co. Ltd. 0.21% Reduce -0.7% 263,829 $76.4M
Todd Asset Management LLC 1.63% Add +4.5% 261,018 $75.6M
Lansforsakringar Fondforvaltning AB (publ) 0.43% Reduce -5.0% 258,689 $74.9M
Cacti Asset Management LLC 5.22% No change 257,466 $73.4M
HighTower Advisors, LLC 0.09% Reduce -3.7% 250,745 $72.6M
Rockefeller Capital Management L.P. 0.16% Reduce -1.4% 243,423 $72.4M
Evelyn Partners Investment Management LLP 2.19% Add +5.1% 247,638 $71.7M
Davis R M Inc. 1.33% Reduce -0.1% 247,625 $71.7M
Korea Investment CORP 0.16% Reduce -4.8% 244,090 $70.7M
TCTC Holdings, LLC 2.26% Reduce -0.1% 243,202 $70.5M
Swedbank AB 0.08% Add +1.4% 242,214 $70.2M
Bartlett & Co. Wealth Management LLC 0.97% Add +0.5% 240,365 $69.8M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -51.5% 237,383 $68.8M
Brandywine Global Investment Management, LLC 0.49% Reduce -16.5% 236,259 $68.4M
Danske Bank A/S 0.17% Reduce -3.1% 234,470 $67.9M
Capital International, Inc. 0.65% Add +29.9% 231,281 $67.0M
Teachers Retirement System of the State of Kentucky 0.52% Add +3.7% 223,458 $64.7M
Allianz Asset Management GmbH 0.09% Reduce -6.1% 219,591 $63.6M
Retirement Systems of Alabama 0.23% Reduce -1.2% 217,460 $63.0M
State of Wisconsin Investment Board 0.15% Reduce -4.6% 216,055 $62.6M
STRS Ohio 0.23% Reduce -6.2% 215,765 $62.5M
Royal London Asset Management Ltd. 0.14% Reduce -11.1% 215,257 $62.4M
Jupiter Asset Management Ltd. 0.51% Add +21.2% 211,815 $61.4M
Commerce Bank 0.36% Add +1.6% 209,872 $60.8M
Pictet Asset Management Holding SA 0.06% Add +3.6% 209,275 $60.6M
Nordea Investment Management AB 0.05% Reduce -12.3% 204,972 $58.7M
Sei Investments Co. 0.07% Add +9.0% 201,226 $58.3M
CIBC Private Wealth Group LLC 0.10% Add +3.1% 201,222 $58.3M
Schwartz Investment Counsel Inc. 1.91% Add +8.1% 200,050 $58.0M
Chevy Chase Trust Holdings, LLC 0.17% Add +0.7% 200,047 $58.0M
Calamos Advisors LLC 0.36% Add +0.1% 197,522 $57.2M
Midwest Trust Co 0.79% — 197,043 $57.1M
Baird Financial Group, Inc. 0.10% Reduce -4.2% 195,111 $56.5M
Personal Cfo Solutions, LLC 10.36% Reduce -0.1% 193,262 $56.0M
LGT Group Foundation 0.70% Reduce -0.0% 192,766 $55.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +4.9% 192,229 $55.7M
Asset Management One Co., Ltd. 0.17% Reduce -0.4% 191,317 $55.4M
&partners 0.42% Add +24.6% 190,819 $55.3M
Prana Capital Management, LP 1.97% New 187,562 $54.3M
ZWJ Investment Counsel Inc. 2.01% Add +1.1% 186,903 $54.1M
Oldfield Partners LLP 18.28% Reduce -11.1% 183,700 $53.2M
Truist Financial Corp. 0.08% Reduce -2.8% 180,087 $52.2M
Treasurer of the State of North Carolina 0.16% Reduce -6.2% 173,847 $50.4M
Fifth Third Bancorp 0.17% Reduce -1.7% 171,611 $49.7M
Cambiar Investors LLC 2.06% Reduce -4.3% 169,320 $49.1M
SG Americas Securities, LLC 0.21% Reduce -76.1% 162,588 $47.1M
Smith Chas P & Associates Pa Cpas 2.62% Add +1.4% 160,856 $46.6M
Capital International Sarl 0.89% Add +6.9% 160,395 $46.5M
Worldquant Millennium Advisors LLC 0.23% Add +465.8% 159,628 $46.2M
Jane Street Group, LLC 0.08% Add +479.0% 158,311 $45.9M
First Manhattan Co. Llc. 0.13% Add +1.3% 157,302 $45.7M
MAI Capital Management 0.32% Add +4.5% 157,131 $45.5M
Public Employees Retirement System of Ohio 0.15% Reduce -8.9% 157,113 $45.5M
Grandfield & Dodd, LLC 2.63% Reduce -1.1% 155,096 $44.9M
KLP Kapitalforvaltning As 0.19% Add +4.2% 153,102 $44.5M
Willis Investment Counsel 2.56% Add +1.9% 150,829 $43.7M
Creative Planning 0.04% Add +4.2% 149,724 $43.4M
Canoe Financial LP 0.61% Reduce -0.6% 146,885 $42.6M
Steward Partners Investment Advisory, LLC 0.33% Add +7.3% 146,712 $42.5M
ASR Vermogensbeheer N.V. 0.54% Add +3.9% 144,774 $41.9M
Woodley Farra Manion Portfolio Management Inc. 1.96% Add +1.9% 143,630 $41.8M
Mn Services Vermogensbeheer B.V. 0.29% Reduce -4.8% 142,270 $41.2M
Carnegie Investment Counsel 0.82% Reduce -1.7% 140,462 $40.7M
Prudential Financial Inc. 0.05% Add +195.5% 139,773 $40.5M
Arrowstreet Capital, Limited Partnership 0.03% Add +488.9% 139,387 $40.4M
WestEnd Advisors, LLC 0.99% Reduce -11.8% 138,384 $40.1M
Great Lakes Advisors, LLC 0.34% Reduce -0.8% 137,968 $40.0M
State of Tennessee, Department of Treasury 0.14% Reduce -3.0% 137,740 $39.9M
Mariner, LLC 0.06% Add +17.1% 136,961 $39.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.36% Add +18.9% 136,264 $39.5M
Roffman Miller Associates Inc. 2.33% Add +1.5% 134,768 $39.0M
D. E. Shaw & Co. 0.04% Add +67.0% 133,609 $38.7M
Country Trust Bank 0.86% Add +0.3% 132,647 $38.4M
State of New Jersey Common Pension Fund D 0.15% No change 130,313 $37.8M
Berkshire Asset Management LLC 1.71% Reduce -0.1% 130,090 $37.7M
Handelsbanken Fonder AB 0.13% Reduce -0.8% 129,618 $37.6M
Tocqueville Asset Management L.P. 0.57% Reduce -4.4% 129,209 $37.4M
Resona Asset Management Co.,Ltd. 0.18% New 125,501 $36.4M
Mackenzie Financial Corp. 0.05% Add +27.9% 124,942 $36.2M
Rafferty Asset Management, LLC 0.12% Add +1.4% 123,917 $35.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.91% Reduce -1.3% 121,153 $35.1M
Unio Capital LLC 10.26% Add +23.8% 120,248 $34.8M
Factory Mutual Insurance Co. 0.38% No change 120,200 $34.8M
Rockland Trust Co. 1.69% Reduce -0.8% 119,523 $34.6M
Aristotle Atlantic Partners, LLC 1.05% Add +26.8% 118,651 $34.4M
Oppenheimer Asset Management Inc. 0.39% Add +0.3% 117,186 $34.0M
Macquarie Group Ltd. 0.04% Reduce -3.2% 114,407 $33.1M
Osaic Holdings, Inc. 0.06% Add +98.4% 112,131 $33.1M
Sit Investment Associates Inc. 0.70% Reduce -0.6% 112,434 $32.6M
Arizona State Retirement System 0.19% Reduce -1.0% 111,280 $32.2M
NorthCrest Asset Manangement, LLC 0.86% Add +0.1% 112,521 $31.9M
Klingenstein Fields & Co. LP 1.21% Reduce -2.4% 105,794 $30.7M
St Germain D J Co. Inc. 1.32% Add +14.0% 105,763 $30.6M
Polaris Capital Management, LLC 2.01% Reduce -6.6% 104,449 $30.3M
Groupe la Francaise 0.49% Reduce -16.1% 104,546 $30.2M
Public Sector Pension Investment Board 0.13% Add +3.1% 102,713 $29.8M
NorthCoast Asset Management LLC 0.13% Add +67.9% 101,679 $29.5M
State of Michigan Retirement System 0.15% Add +0.2% 101,287 $29.3M
Flputnam Investment Management Co. 0.50% Reduce -0.8% 101,161 $29.3M
Pathstone Holdings, LLC 0.12% Reduce -3.8% 100,384 $29.1M
MassMutual Private Wealth & Trust, FSB 0.77% Add +1.0% 100,298 $29.1M
National Bank of Canada 0.03% Add +19.4% 100,309 $29.0M
Chesley Taft & Associates LLC 1.28% Add +0.5% 99,195 $28.7M
Peapack Gladstone Financial Corp. 0.40% Add +1.9% 97,633 $28.3M
Clearbridge Investments, LLC 0.02% Reduce -20.1% 97,338 $28.2M
Howland Capital Management LLC 1.15% Reduce -0.4% 96,749 $28.1M
Susquehanna International Group, LLP 0.04% Add +155.8% 96,515 $28.0M
O'shaughnessy Asset Management, LLC 0.19% Add +27.6% 96,407 $27.9M
Tredje AP-fonden 0.22% Reduce -41.3% 95,763 $27.7M
MetLife Investment Management, LLC 0.16% Reduce -2.5% 94,950 $27.5M
Capital International Ltd. 1.05% Add +0.7% 94,180 $27.3M
Callahan Advisors, LLC 2.44% Add +2.3% 93,676 $27.1M
Bradley Foster & Sargent Inc. 0.42% Add +1.3% 93,078 $27.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +7.3% 91,401 $26.5M
Czech National Bank 0.21% Add +6.4% 91,095 $26.4M
Regions Financial Corp. 0.18% Reduce -38.9% 90,423 $26.2M
Cetera Investment Advisers 0.04% Add +9.0% 89,313 $25.9M
American Century Companies Inc. 0.01% Reduce -6.8% 87,983 $25.5M
AXA S.A. 0.07% Add +47.2% 87,794 $25.4M
M&T Bank Corp 0.09% Reduce -14.2% 87,670 $25.4M
Nisa Investment Advisors, LLC 0.11% Reduce -53.5% 86,889 $25.3M
PhiloSmith Capital Corp 7.01% No change 87,000 $25.2M
Ilmarinen Mutual Pension Insurance Co 0.20% Reduce -5.4% 85,371 $24.7M
Becker Capital Management Inc. 0.76% Add +2.5% 83,927 $24.4M
Obermeyer Wealth Partners 1.21% Reduce -0.3% 83,565 $24.2M
Amplius Wealth Advisors, LLC 2.24% Add +26.0% 83,240 $24.1M
CIBC Asset Management Inc 0.08% Add +5.8% 82,733 $24.0M
Cullen/Frost Bankers, Inc. 0.30% Add +0.4% 82,576 $23.9M
Brown Advisory Inc. 0.03% Reduce -5.4% 82,260 $23.8M
QRG Capital Management, Inc. 0.21% Reduce -12.3% 82,201 $23.8M
Wilkins Investment Counsel Inc. 3.33% Reduce -1.5% 81,118 $23.5M
Yousif Capital Management, LLC 0.25% Reduce -3.7% 80,824 $23.4M
Point72 Asset Management 0.06% New 80,321 $23.3M
Commonwealth Equity Services, LLC 0.03% Reduce -6.9% 79,946 $23.2M
Ieq Capital, LLC 0.14% Add +29.6% 79,851 $23.1M
Quantinno Capital Management LP 0.10% Add +36.4% 78,404 $22.7M
Martingale Asset Management L P 0.56% Add +1.6% 78,361 $22.7M
Tidal Investments LLC 0.15% Add +149.0% 77,140 $22.3M
Sanctuary Advisors, LLC 0.14% Add +13.3% 76,687 $22.2M
Boston Common Asset Management, LLC 0.62% Reduce -12.4% 76,673 $22.2M
Voya Investment Management LLC 0.02% Reduce -33.3% 74,822 $21.7M
Gilder Gagnon Howe & Co. LLC 0.23% Reduce -1.8% 74,815 $21.7M
Badgley Phelps Wealth Managers, LLC 0.48% Add +0.7% 74,491 $21.7M
Anchor Capital Advisors LLC 0.63% Reduce -2.0% 74,493 $21.6M
Schonfeld Strategic Advisors LLC 0.16% Add +588.3% 73,855 $21.4M
Bank of Nova Scotia 0.04% Reduce -58.1% 73,852 $21.4M
Daiwa Securities Group Inc. 0.08% Add +1.3% 73,840 $21.4M
Forsta Ap-Fonden 0.14% Reduce -8.6% 73,700 $21.4M
Mercer Global Advisors Inc. 0.05% Reduce -13.1% 73,051 $21.2M
Amalgamated Bank 0.16% Reduce -3.9% 72,769 $21.1M
Oak Associates Ltd. 1.36% Add +4.6% 71,772 $20.8M
Assetmark, Inc. 0.05% Add +14.1% 71,294 $20.7M
MUFG Securities EMEA plc 0.94% New 71,098 $20.6M
Abner Herrman & Brock LLC 2.29% Reduce -1.1% 70,916 $20.5M
DDD Partners, LLC 2.20% Reduce -13.1% 70,749 $20.5M
Ingalls & Snyder LLC 0.72% Reduce -7.0% 69,638 $20.2M
Employees Retirement System of Texas 0.19% Add +1.2% 68,462 $19.8M
Captrust Financial Advisors 0.04% Add +7.5% 67,688 $19.6M
Rwa Wealth Partners, LLC 0.25% Reduce -0.1% 67,677 $19.6M
Allworth Financial LP 0.09% Add +4.7% 67,569 $19.6M
Capital Fund Management S.A. 0.22% New 67,469 $19.5M
KBC Group NV 0.05% Reduce -0.3% 67,215 $19.5M
Teacher Retirement System of Texas 0.08% Reduce -9.6% 66,705 $19.3M
Vontobel Holding Ltd. 0.06% Reduce -4.0% 65,135 $18.9M
Utah Retirement Systems 0.20% Reduce -3.0% 64,996 $18.8M
USS Investment Management Ltd 0.12% Add +0.7% 64,912 $18.8M
Connors Investor Services Inc. 1.66% Reduce -0.1% 64,506 $18.7M
Talbot Financial, LLC 1.77% Add +20.3% 64,468 $18.7M
NewEdge Advisors, LLC 0.10% Add +2.9% 63,678 $18.4M
Asset Advisors Investment Management, LLC 1.80% Reduce -0.6% 62,880 $18.2M
Avantax Advisory Services, Inc. 0.10% Reduce -6.3% 62,873 $18.2M
Bailard, Inc. 0.42% Reduce -0.2% 62,422 $18.1M
Daiichi Life Insurance Co., Ltd. 0.51% Reduce -6.2% 62,169 $18.0M
Janus Henderson Group PLC 0.01% Add +19.6% 62,108 $18.0M
Florida Trust Wealth Management Co 0.55% Reduce -4.8% 61,896 $17.9M
Nepsis Inc. 4.97% Reduce -18.0% 61,648 $17.9M
LSV Asset Management 0.04% Reduce -5.2% 61,200 $17.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -18.2% 59,891 $17.4M
Kanawha Capital Management LLC 1.29% Add +0.1% 59,848 $17.3M
TD Waterhouse Canada Inc. 0.12% Reduce -3.4% 59,808 $17.3M
Xponance LLC 0.14% Add +5.0% 59,681 $17.3M
Pittenger & Anderson Inc. 0.63% Add +1.2% 59,668 $17.3M
Nemes Rush Group LLC 1.87% Add +0.6% 59,330 $17.2M
Trexquant Investment LP 0.19% New 59,176 $17.1M
Varma Mutual Pension Insurance Co 0.13% Add +1.4% 58,821 $17.0M
Talaria Asset Management Pty Ltd 4.01% No change 58,600 $17.0M
Beese Fulmer Investment Management, Inc. 1.25% Reduce -0.3% 57,914 $16.8M
Vanguard Personalized Indexing Management, LLC 0.19% Add +28.4% 57,794 $16.7M
MML Investors Services, LLC 0.05% Add +8.2% 57,598 $16.7M
SouthState Bank Corp 0.73% Add +2.3% 57,399 $16.6M
Cresset Asset Management, LLC 0.08% Reduce -11.8% 57,154 $16.6M
Gotham Asset Management 0.10% Add +16.4% 57,104 $16.5M
Ethic Inc. 0.30% Add +0.3% 57,825 $16.5M
Eagle Rock Investment Company, LLC 2.60% Reduce -0.2% 56,602 $16.4M
Police & Firemen's Retirement System of New Jersey 0.15% Reduce -4.2% 56,535 $16.4M
ExodusPoint Capital Management, LP 0.20% Add +763.6% 56,003 $16.2M
TCV Trust & Wealth Management, Inc. 1.42% Reduce -1.2% 55,875 $16.2M
Diversified Trust Co. 0.35% Reduce -3.8% 55,147 $16.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -21.5% 54,977 $15.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +1.7% 54,909 $15.9M
HRT Financial LP 0.07% Add +1098.8% 54,641 $15.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +4.0% 54,118 $15.7M
River Road Asset Management, LLC 0.20% Add +3.6% 58,466 $15.6M
Guggenheim Capital LLC 0.12% Reduce -21.3% 52,463 $15.2M
Capital Group Private Client Services, Inc. 0.13% Add +3.1% 52,427 $15.2M
Groupama Asset Managment 0.25% Add +73.7% 52,893 $15.1M
Blair William & Co. 0.04% Add +1.5% 51,878 $15.0M
Mediolanum International Funds Ltd 0.18% Reduce -5.8% 52,631 $15.0M
Azimuth Capital Investment Management LLC 0.55% Reduce -0.9% 51,435 $14.9M
WASHINGTON TRUST Co 0.52% Reduce -0.2% 51,217 $14.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +8.5% 51,071 $14.8M
New York Life Investment Management LLC 0.14% Add +1.7% 50,668 $14.7M
Evelyn Partners Investment Management Services Ltd 2.20% Add +6.5% 50,533 $14.6M
Lido Advisors, LLC 0.08% Add +48.0% 49,812 $14.5M
LS Investment Advisors, LLC 2.10% Reduce -2.9% 49,551 $14.4M
Wealthfront Advisers LLC 0.04% Add +6.4% 49,104 $14.2M
Fogel Capital Management, Inc. 7.52% Reduce -0.9% 48,685 $14.1M
Zevin Asset Management LLC 2.02% Add +1.4% 48,447 $14.0M
CCM Investment Advisers LLC 1.50% Add +0.7% 48,169 $14.0M
Acadian Asset Management LLC 0.03% New 48,157 $14.0M
Orion Porfolio Solutions, LLC 0.12% Add +22.7% 47,966 $13.9M
Glenview Trust Co 0.24% Reduce -5.8% 47,575 $13.8M
Nissay Asset Management Corp. /Japan 0.08% Add +0.2% 47,527 $13.8M
Cibc World Markets Corp. 0.09% Add +4.0% 47,227 $13.7M
Gradient Investments LLC 0.25% Reduce -1.2% 46,515 $13.5M
Bright Rock Capital Management, LLC 2.64% No change 45,000 $13.0M
Camden National Bank 1.87% Reduce -1.4% 44,866 $13.0M
Elo Mutual Pension Insurance Co 0.26% Add +6.3% 44,651 $12.9M
SlateStone Wealth, LLC 1.21% Add +0.8% 44,625 $12.9M
Illinois Municipal Retirement Fund 0.18% Add +32.5% 44,614 $12.9M
Squarepoint Ops LLC 0.03% Reduce -66.8% 44,437 $12.9M
First Merchants Corp. 0.49% Reduce -3.6% 44,127 $12.8M
McRae Capital Management Inc. 2.60% Add +2.2% 43,846 $12.7M
Atria Investments, Inc 0.15% Add +17.3% 43,424 $12.6M
GoodHaven Capital Management, LLC 4.42% Add +1.0% 43,380 $12.6M
Compass Capital Management, Inc. 0.67% New 43,274 $12.5M
Swiss Life Asset Management Ltd 0.08% Add +5.4% 43,082 $12.5M
Estabrook Capital Management 1.92% Reduce -2.9% 42,999 $12.5M
Benjamin Edwards Inc. 0.16% Reduce -3.4% 42,838 $12.4M
Mutual of America Capital Management LLC 0.13% Reduce -1.4% 42,740 $12.4M
Beacon Pointe Advisors, LLC 0.13% Add +0.9% 42,713 $12.4M
Curi Capital, LLC 0.23% Reduce -6.4% 41,909 $12.2M
State of Alaska, Department of Revenue 0.13% Reduce -4.2% 41,824 $12.1M
First Horizon Advisors, Inc. 0.31% Reduce -3.8% 41,645 $12.1M
FourThought Financial Partners, LLC 1.18% Reduce -1.3% 41,207 $11.9M
Calamos Wealth Management LLC 0.51% Add +1.1% 40,812 $11.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.8% 40,599 $11.8M
CSM Advisors, LLC 0.33% Reduce -0.7% 39,282 $11.4M
Hunter Perkins Capital Management, LLC 2.65% Add +0.1% 38,283 $11.1M
Regency Capital Management Inc.\DE 5.78% Reduce -0.7% 38,054 $11.0M
Kestra Advisory Services, LLC 0.05% Reduce -2.5% 37,717 $10.9M
Granite Investment Partners, LLC 0.53% Add +34.5% 37,596 $10.9M
Woodmont Investment Counsel LLC 0.72% Add +3.0% 37,555 $10.9M
Hamel Associates, Inc. 3.68% Reduce -1.8% 37,544 $10.9M
Venture Visionary Partners LLC 0.41% Add +2.8% 37,382 $10.8M
HB Wealth Management, LLC 0.08% Reduce -0.3% 36,547 $10.6M
Mattern Capital Management, LLC 1.26% Reduce -0.1% 36,333 $10.5M
Payden & Rygel 0.87% Reduce -6.9% 36,200 $10.5M
Dupont Capital Management Corp. 1.13% No change 36,139 $10.5M
World Investment Advisors 0.24% Reduce -1.0% 36,070 $10.5M
Van Hulzen Asset Management, LLC 0.87% Add +10.8% 35,748 $10.4M
Rowlandmiller & Partners.adv 2.14% Reduce -0.3% 35,702 $10.3M
New Age Alpha Advisors, LLC 0.45% Add +2.8% 35,620 $10.3M
Cornerstone Advisors, LLC 0.35% Add +69.4% 35,400 $10.3M
Verdence Capital Advisors LLC 0.70% Add +5.0% 35,147 $10.2M
Pacer Advisors, Inc. 0.03% Add +46.1% 34,926 $10.1M
Tufton Capital Management 1.90% Reduce -4.0% 34,496 $10.0M
Weybosset Research & Management LLC 3.37% Reduce -0.1% 33,842 $9.8M
NEOS Investment Management LLC 0.12% Add +27.0% 33,540 $9.7M
Kestra Private Wealth Services, LLC 0.14% Reduce -1.5% 33,407 $9.7M
Tritonpoint Wealth, LLC 0.89% Reduce -2.7% 33,188 $9.6M
Keybank National Association 0.04% Reduce -1.9% 33,183 $9.6M
Crossmark Global Holdings, Inc. 0.15% Reduce -6.9% 33,006 $9.6M
Synovus Financial Corp. 0.12% Add +3.7% 32,844 $9.5M
Allianz SE 0.22% No change 32,720 $9.5M
Bender Robert & Associates 2.11% Reduce -2.7% 32,658 $9.5M
River Wealth Advisors LLC 1.17% Add +8.1% 32,576 $9.4M
Oregon Public Employees Retirement Fund 0.16% Add +0.3% 32,129 $9.3M
Dakota Wealth Management 0.19% Add +14.8% 31,643 $9.2M
Independent Advisor Alliance 0.26% Reduce -5.3% 31,540 $9.1M
Merit Financial Group, LLC 0.10% Add +101.4% 31,059 $9.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -51.2% 30,745 $8.9M
ArrowMark Colorado Holdings LLC 0.16% Reduce -6.4% 30,585 $8.9M
Evexia Wealth LLC 2.74% Add +5.6% 31,826 $8.7M
Horizon Investments, LLC 0.14% Add +358.8% 29,976 $8.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -93.7% 29,856 $8.6M
LGT Fund Management Co Ltd. 0.76% Reduce -26.9% 29,760 $8.6M
Cwm, LLC 0.03% Add +32.6% 29,750 $8.6M
Fiduciary Trust Co 0.11% Add +4.6% 29,518 $8.6M
Focus Partners Wealth 0.02% Add +5.1% 29,437 $8.5M
Northwest & Ethical Investments L.P. 0.21% Add +32.7% 29,331 $8.5M
Hi-Line Capital Management, LLC 3.01% Reduce -0.3% 29,216 $8.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.51% Reduce -0.3% 29,286 $8.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.1% 28,844 $8.4M
Park Avenue Securities LLC 0.08% Add +18.3% 28,276 $8.2M
Beacon Investment Advisory Services, Inc. 0.36% Add +560.0% 28,202 $8.2M
Generali Asset Management SPA SGR 0.18% Add +11.8% 27,773 $8.0M
Crawford Investment Counsel Inc. 0.14% No change 26,948 $7.8M
Stokes Capital Advisors, LLC 1.90% Add +2.0% 26,774 $7.8M
Cyndeo Wealth Partners, LLC 0.46% Add +1.5% 26,743 $7.7M
Woodstock Corp. 0.71% Reduce -0.4% 26,680 $7.7M
Kesler, Norman & Wride, LLC 1.37% Add +0.2% 26,565 $7.7M
Pinnacle Financial Partners Inc 0.16% Add +16.3% 26,533 $7.7M
Prospera Financial Services Inc 0.14% Add +3.6% 26,413 $7.7M
Financial Strategies Group, Inc. 1.59% Add +5.2% 27,491 $7.6M
Silvercrest Asset Management Group LLC 0.05% Add +0.1% 26,377 $7.6M
Choreo, LLC 0.11% Add +6.0% 25,917 $7.5M
Kentucky Retirement Systems 0.22% Reduce -6.2% 25,932 $7.5M
GMO 0.02% Add +55.3% 25,893 $7.5M
Intech Investment Management LLC 0.07% Add +4.7% 25,858 $7.5M
Mizuho Securities USA LLC 0.16% — 25,762 $7.5M
Siemens Fonds Invest GmbH 0.44% Add +0.8% 25,667 $7.4M
Verition Fund Management LLC 0.04% Reduce -17.7% 25,635 $7.4M
Horiko Capital Management LLC 1.93% Reduce -2.2% 25,594 $7.4M
Avanza Fonder AB 0.22% Reduce -0.8% 25,441 $7.4M
Nicholas Company, Inc. 0.12% Reduce -17.2% 25,425 $7.4M
Princeton Global Asset Management LLC 1.33% Reduce -0.7% 25,368 $7.3M
American Assets Investment Management, LLC 0.58% No change 25,000 $7.2M
Graypoint LLC 0.40% Add +0.5% 24,369 $7.1M
Lowe Brockenbrough & Co. Inc. 0.39% Reduce -1.8% 24,200 $7.0M
Advocate Group LLC 1.25% Add +0.5% 24,055 $7.0M
Van Cleef Asset Management,Inc 0.75% Reduce -1.0% 24,030 $7.0M
Daymark Wealth Partners, LLC 0.26% Add +1.2% 23,915 $6.9M
Manning & Napier Advisors LLC 0.08% Reduce -19.0% 23,814 $6.9M
Janney Capital Management LLC 0.44% Reduce -2.2% 23,798 $6.9M
Farmers Trust Co. 1.28% Add +14.8% 23,724 $6.9M
SCS Capital Management LLC 0.07% Reduce -0.6% 23,296 $6.8M
United American Securities Inc. (d/b/a UAS Asset Management) 1.44% Reduce -50.0% 22,996 $6.7M
Prudential PLC 0.04% Add +248.7% 22,741 $6.6M
Evergreen Capital Management LLC 0.20% Add +3.0% 22,629 $6.6M
Hartford Investment Management Co. 0.21% Reduce -1.8% 22,552 $6.5M
Dana Investment Advisors, Inc. 0.22% Reduce -2.3% 22,546 $6.5M
Shikiar Asset Management Inc. 1.99% Reduce -4.5% 22,391 $6.5M
Oppenheimer & Co. Inc. 0.09% Reduce -3.5% 22,375 $6.5M
Sequoia Financial Advisors, LLC 0.04% Add +5.5% 22,344 $6.5M
Vident Advisory, LLC 0.07% Add +13.6% 21,996 $6.4M
Kintegral Advisory, LLC 0.58% Reduce -0.1% 21,764 $6.3M
Brady Family Wealth, LLC 1.95% Reduce -1.7% 21,791 $6.3M
Achmea Investment Management B.V. 0.08% Add +7.4% 21,767 $6.3M
Apollon Wealth Management, LLC 0.12% Add +2.3% 21,742 $6.3M
Berger Financial Group, Inc 0.41% Add +0.5% 21,667 $6.3M
Slow Capital, Inc. 0.76% Add +1.5% 21,442 $6.2M
Left Brain Wealth Management, LLC 2.18% Add +243.4% 21,331 $6.2M
Core Alternative Capital 1.69% Reduce -11.8% 21,291 $6.2M
Norinchukin Bank, The 0.09% Add +6.4% 21,151 $6.1M
Harrell Investment Partners, LLC 1.55% Add +11.1% 21,106 $6.1M
CX Institutional 0.21% Add +517.8% 20,802 $6.0M
Bar Harbor Wealth Management 0.38% Reduce -3.3% 20,707 $6.0M
Bearing Point Capital, LLC 1.10% Reduce -4.1% 20,605 $6.0M
Private Advisor Group, LLC 0.03% Add +3.5% 20,542 $6.0M
Lanark Financial, Inc. 0.49% Reduce 0.0% 20,484 $5.9M
Trust Co. of Vermont 0.28% Add +0.6% 20,432 $5.9M
Geneos Wealth Management Inc. 0.14% Add +64.6% 20,400 $5.9M
Hamilton Capital Partners Inc. 0.30% Add +15.0% 20,381 $5.9M
Capital Group Investment Management Pte. LTD. 1.04% No change 20,073 $5.8M
Alps Advisors Inc. 0.03% Reduce -0.5% 19,943 $5.8M
Westbourne Investment Advisors, Inc. 1.74% Add +1.7% 19,806 $5.7M
Stonegate Investment Group, LLC 0.14% Reduce -0.5% 19,758 $5.7M
Louisiana State Employees Retirement System 0.10% Reduce -1.5% 19,700 $5.7M
S&co Inc. 0.36% Reduce -1.0% 19,609 $5.7M
Scissortail Wealth Management, LLC 1.36% Add +3.0% 19,599 $5.7M
Mirador Capital Partners LP 0.92% Add +10.2% 19,557 $5.7M
Douglas Lane & Associates, LLC 0.08% Reduce -3.5% 19,556 $5.7M
Gulf International Bank (UK) Ltd 0.20% Reduce -10.8% 19,493 $5.6M
Securian Asset Management, Inc. 0.16% Reduce -1.6% 19,406 $5.6M
Concurrent Investment Advisors, LLC 0.11% Add +46.2% 19,323 $5.6M
Wilmington Savings Fund Society, FSB 0.10% Add +2.9% 19,314 $5.6M
MASTERINVEST Kapitalanlage GmbH 0.59% — 19,307 $5.6M
Railway Pension Investments Ltd 0.08% Reduce -59.3% 19,200 $5.6M
Citizens Financial Group Inc. 0.09% Add +14.8% 19,053 $5.5M
Metis Global Partners, LLC 0.14% Reduce -9.8% 19,038 $5.5M
Hilltop Holdings Inc. 0.35% Reduce -8.9% 18,931 $5.5M
NovaPoint Capital, LLC 1.65% Add +3.0% 18,589 $5.4M
Horizon Investment Services, LLC 2.35% Reduce -6.3% 18,514 $5.4M
Cincinnati Specialty Underwriters Insurance CO 1.40% No change 18,426 $5.3M
Perkins Coie Trust Co 0.91% Reduce -1.0% 18,414 $5.3M
Concorde Financial Corp 3.14% Reduce -0.4% 18,330 $5.3M
Gabelli Funds LLC 0.04% Reduce -2.4% 18,200 $5.3M
GAMCO Investors 0.05% Add +4.5% 18,174 $5.3M
Wealth Advisory Solutions, LLC 1.32% No change 18,041 $5.2M
ING Groep NV 0.03% Add +7.8% 18,024 $5.2M
Trajan Wealth LLC 0.26% Add +0.7% 18,011 $5.2M
Virginia Wealth Management Group, Inc. 3.17% Add +0.6% 17,997 $5.2M
Ipswich Investment Management Co., Inc. 1.25% Add +0.1% 17,928 $5.2M
Middleton & Co. Inc. 0.58% Reduce -0.9% 17,795 $5.2M
Vinva Investment Management Ltd 0.13% Add +29.1% 18,082 $5.2M
Wesbanco Bank Inc. 0.15% Reduce -2.0% 17,644 $5.1M
New Mexico Educational Retirement Board 0.17% No change 17,537 $5.1M
Northwest Bancshares, Inc. 0.88% Reduce -1.7% 17,425 $5.0M
GC Wealth Management RIA, LLC 0.41% Add +52.2% 17,346 $5.0M
Wolverine Trading, LLC 0.13% Add +251.3% 17,404 $5.0M
Inspire Trust Co, N.A. 1.02% Add +6.9% 17,100 $5.0M
Principal Securities, Inc. 0.09% Add +22.7% 17,085 $4.9M
Olstein Capital Management, L.P. 0.92% Add +88.9% 17,000 $4.9M
KCM Investment Advisors LLC 0.16% Add +3.0% 16,859 $4.9M
Advisory Services Network, LLC 0.08% Reduce -6.4% 18,314 $4.9M
Liberty Capital Management, Inc. 0.98% No change 16,777 $4.9M
Wedbush Securities Inc. 0.17% Add +3.2% 16,772 $4.9M
Davis-Rea LTD. 1.20% Reduce -1.6% 16,665 $4.8M
Stephens Inc. 0.07% Add +8.7% 16,475 $4.8M
Summit Financial, LLC 0.11% Add +0.3% 16,410 $4.8M
Aquatic Capital Management LLC 0.10% New 16,400 $4.8M
Meiji Yasuda Asset Management Co Ltd. 0.24% Reduce -19.1% 16,372 $4.7M
Man Group plc 0.01% Reduce -66.3% 16,343 $4.7M
Greenleaf Trust 0.04% Reduce -2.2% 16,265 $4.7M
Comprehensive Financial Consultants Institutional, Inc. 1.55% Reduce -1.4% 16,246 $4.7M
Whittier Trust Co. 0.06% Add +0.7% 16,193 $4.7M
Boit C F David 2.25% No change 16,165 $4.7M
Rock Point Advisors, LLC 1.31% Reduce -1.3% 16,089 $4.7M
EP Wealth Advisors, LLC 0.03% Add +5.5% 16,060 $4.7M
Citizens National Bank Trust Department 0.93% Add +0.8% 16,024 $4.6M
DAVENPORT & Co LLC 0.03% Add +1.7% 15,985 $4.6M
CHICAGO TRUST Co NA 0.66% Add +4.7% 15,949 $4.6M
Radnor Capital Management, LLC 0.73% No change 15,823 $4.6M
Compass Wealth Management LLC 1.09% Reduce -2.3% 15,802 $4.6M
Johnson Investment Counsel Inc. 0.04% Add +12.4% 15,742 $4.6M
Y-Intercept (Hong Kong) Ltd 0.11% New 15,711 $4.6M
CW Advisors, LLC 0.04% Add +166.5% 15,636 $4.5M
Stonebridge Financial Group, LLC 0.44% Add +1.1% 15,623 $4.5M
Empowered Funds, LLC 0.05% Add +5.6% 15,617 $4.5M
Parr McKnight Wealth Management Group, LLC 0.62% Add +3.8% 15,566 $4.5M
Plimoth Trust Co. LLC 1.08% Reduce -0.4% 15,474 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.1% 15,451 $4.5M
Highland Capital Management, LLC 0.24% Add +0.1% 15,438 $4.5M
Brown Miller Wealth Management, LLC 1.37% Add +1.6% 15,184 $4.4M
Community Bank, N.A. 0.58% Add +0.7% 15,108 $4.4M
Cincinnati Indemnity Co. 10.57% No change 15,047 $4.4M
Beacon Bank & Trust 0.99% Reduce -2.2% 15,009 $4.3M
Ar Asset Management Inc. 0.97% No change 14,906 $4.3M
Van Eck Associates Corp. 0.00% Add +3.1% 14,908 $4.3M
Thomasville National Bank 0.29% Reduce -1.0% 14,904 $4.3M
First National Bank of Omaha 0.28% Reduce -1.4% 14,884 $4.3M
United Capital Financial Advisors, LLC 0.03% Add +0.9% 14,869 $4.3M
Twin Capital Management Inc. 0.46% Add +0.4% 14,837 $4.3M
Philip James Wealth Mangement, LLC 0.56% Add +191.9% 14,754 $4.3M
Legacy Wealth Management, LLC / MS 1.30% Reduce -2.7% 14,734 $4.3M
Bridgewater Associates 0.02% Reduce -94.6% 14,660 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.5% 14,573 $4.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.54% Add +12.6% 14,439 $4.2M
SPC Financial, Inc. 0.35% Reduce -1.5% 14,433 $4.2M
Romano Brothers and Company 0.52% Reduce -9.2% 14,396 $4.2M
Pinnacle Associates Ltd. 0.06% Reduce -0.7% 14,381 $4.2M
Somerset Trust Co 1.36% Reduce -1.7% 14,381 $4.2M
First National Advisers, LLC 0.61% Add +1.2% 14,363 $4.2M
Coastline Trust Co 0.47% Reduce -0.0% 14,192 $4.1M
Weil Company, Inc. 1.08% Reduce -0.9% 14,189 $4.1M
Tower Research Capital LLC (TRC) 0.11% Add +8.5% 14,185 $4.1M
Hanson & Doremus Investment Management 0.55% Add +0.8% 14,173 $4.1M
LMG Wealth Partners, LLC 0.84% Add +1.3% 14,032 $4.1M
New Hampshire Trust 0.85% Reduce -0.8% 13,979 $4.0M
Financial Advisory Partners, LLC 1.27% Reduce -2.2% 13,962 $4.0M
Sig Brokerage, LP 1.10% Reduce -4.2% 13,892 $4.0M
Confluence Wealth Services, Inc. 0.22% Add +0.5% 13,811 $4.0M
Sciencast Management LP 0.82% Add +17.7% 13,753 $4.0M
Occidental Asset Management, LLC 0.55% Add +2.7% 13,749 $4.0M
Costello Asset Management, INC 1.50% Add +313.0% 13,732 $4.0M
Investment Research & Advisory Group, Inc. 1.48% Reduce -2.8% 13,714 $4.0M
South Dakota Investment Council 0.08% No change 13,714 $4.0M
Berry Wealth Group, LP 2.77% Reduce -0.2% 13,659 $4.0M
Unison Advisors LLC 0.44% Add +0.3% 13,588 $3.9M
Corbyn Investment Management Inc. 1.78% Reduce -12.0% 13,615 $3.9M
Composition Wealth, LLC 0.07% Add +36.0% 13,520 $3.9M
Nicollet Investment Management, Inc. 1.29% Reduce -3.3% 13,332 $3.9M
Delta Capital Management LLC 2.16% No change 13,155 $3.8M
Quadrant Capital Group LLC 0.14% Add +37.0% 13,133 $3.8M
NewEdge Wealth, LLC 0.06% Add +74.2% 14,119 $3.8M
Clearstead Advisors, LLC 0.05% Add +7.5% 13,112 $3.8M
Westwood Holdings Group Inc. 0.03% Add +101.4% 13,065 $3.8M
Jones Financial Companies LLLP 0.00% Add +27.4% 13,237 $3.8M
Praxis Investment Management Inc. 0.24% Reduce -8.8% 12,990 $3.8M
KKM Financial LLC 1.31% Add +28.7% 12,967 $3.8M
Heritage Wealth Management, Inc. 1.21% Reduce -3.9% 12,942 $3.7M
Vista Investment Partners LLC 1.08% Add +0.5% 12,891 $3.7M
Long Run Wealth Advisors, LLC 0.78% Add +4.3% 12,813 $3.7M
Greenline Partners, LLC 0.50% Add +198.1% 12,765 $3.7M
Level Four Advisory Services, LLC 0.14% Add +1.6% 12,735 $3.7M
Greenwood Capital Associates LLC 0.46% Reduce -1.8% 12,672 $3.7M
Bessemer Group Inc. 0.01% Reduce -9.0% 12,629 $3.7M
Logan Capital Management Inc. 0.17% Reduce -37.0% 12,618 $3.7M
Marble Harbor Investment Counsel, LLC 0.40% Reduce -9.3% 12,611 $3.7M
Commerzbank Aktiengesellschaft 0.08% Add +7.2% 12,527 $3.6M
Cohen Investment Advisors LLC 1.89% Add +3.4% 12,500 $3.6M
Central Bank & Trust Co. 0.59% Reduce -6.2% 12,500 $3.6M
Northcape Wealth Management, LLC 1.10% Reduce -0.7% 12,448 $3.6M
Vise Technologies, Inc. 0.15% — 12,315 $3.6M
Moors & Cabot, Inc. 0.16% Reduce -1.5% 12,175 $3.5M
Nomura Holdings Inc. 0.03% Reduce -43.4% 12,149 $3.5M
Brendel Financial Advisors LLC 1.97% Reduce -6.3% 12,125 $3.5M
Moneta Group Investment Advisors LLC 0.04% Add +5.6% 12,113 $3.5M
Victrix Investment Advisors 1.55% Add +2.2% 12,070 $3.5M
Nilsine Partners, LLC 0.35% Add +4.1% 12,055 $3.5M
Bristlecone Advisors, LLC 0.29% Reduce -2.8% 12,011 $3.5M
Alphinity Investment Management Pty Ltd 0.03% Reduce -2.6% 11,968 $3.5M
Kempner Capital Management Inc. 1.85% No change 11,952 $3.5M
Whittier Trust Co. of Nevada Inc. 0.08% Add +3.7% 11,937 $3.5M
Magnetar Financial LLC 0.02% New 11,932 $3.5M
J.W. Cole Advisors, Inc. 0.07% Add +212.5% 11,917 $3.5M
Patten Group, Inc. 0.72% No change 11,826 $3.4M
Main Street Financial Solutions, LLC 0.25% Add +4.3% 11,750 $3.4M
Sagespring Wealth Partners, LLC 0.07% Add +4.3% 11,738 $3.4M
Letson Investment Management, Inc. 1.34% Add +0.8% 11,716 $3.4M
Vestmark Advisory Solutions, Inc. 0.05% Add +435.4% 11,683 $3.4M
Orca Wealth Management, LLC 2.85% Reduce -0.5% 11,678 $3.4M
LVW Advisors, LLC 0.38% Add +2.2% 11,604 $3.4M
IFG Advisory, LLC 0.17% Add +2.5% 11,508 $3.3M
Davidson Capital Management Inc. 0.80% Add +1.7% 11,499 $3.3M
Silvant Capital Management LLC 0.13% No change 11,452 $3.3M
Tokio Marine Asset Management Co. Ltd. 0.13% New 11,399 $3.3M
Stonebrook Private Inc. 0.77% Add +1.3% 11,379 $3.3M
Banque Cantonale Vaudoise 0.13% Reduce -3.1% 11,340 $3.3M
Peterson Wealth Services 0.90% Add +2.2% 11,291 $3.3M
Tiaa Trust, National Association 0.01% Reduce -8.8% 11,253 $3.3M
OneDigital Investment Advisors LLC 0.04% Add +7.4% 11,246 $3.3M
Investment Management Corp of Ontario 0.05% Reduce -11.8% 11,184 $3.2M
Constant Guidance Financial LLC 3.25% Add +29.1% 11,167 $3.2M
Fifth Third Wealth Advisors LLC 0.14% Reduce -0.8% 11,138 $3.2M
Mission Wealth Management, LP 0.07% Reduce -1.6% 11,073 $3.2M
Integrated Wealth Concepts LLC 0.03% Add +29.8% 11,051 $3.2M
Park National Corp. 0.11% Reduce -0.8% 11,049 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -6.5% 11,007 $3.2M
Texas Yale Capital Corp. 0.10% Add +0.2% 10,955 $3.2M
Aster Capital Management (DIFC) Ltd 0.71% New 10,881 $3.2M
Group One Trading LLC 0.10% Reduce -11.9% 10,866 $3.1M
Caliber Wealth Management, LLC / KS 0.34% Reduce -7.3% 10,787 $3.1M
Marathon Capital Management 0.80% Reduce -1.6% 10,740 $3.1M
West Michigan Advisors, LLC 0.88% Add +0.7% 10,675 $3.1M
apricus wealth, LLC 1.80% Add +2.4% 10,694 $3.1M
Argonautica Private Wealth Management, Inc. 0.96% Reduce -4.5% 10,502 $3.0M
Assenagon Asset Management S.A. 0.00% Add +0.6% 10,445 $3.0M
UMB Bank, n.a. 0.05% Add +0.2% 10,381 $3.0M
Bleakley Financial Group, LLC 0.08% New 10,375 $3.0M
Johnson Financial Group, Inc. 0.14% Add +6.3% 10,334 $3.0M
Argent Trust Co 0.11% Add +5.9% 10,360 $3.0M
MV Capital Management, Inc. 0.30% Reduce -2.9% 10,205 $3.0M
Legato Capital Management LLC 0.35% No change 10,200 $3.0M
Griffin Asset Management, Inc. 0.35% Reduce -1.1% 10,123 $2.9M
GeoWealth Management, LLC 0.11% Reduce -32.6% 10,089 $2.9M
Cibc World Market Inc. 0.01% Reduce -84.3% 10,071 $2.9M
Ossiam 0.03% Reduce -0.7% 10,041 $2.9M
Nations Financial Group Inc, /Ia/ 0.20% Reduce -1.6% 10,012 $2.9M
Argyle Capital Management, LLC 1.05% Reduce -2.4% 9,998 $2.9M
Nelson Capital Management, LLC 0.38% Add +4.3% 9,988 $2.9M
Ostrum Asset Management 0.14% Reduce -11.2% 9,958 $2.9M
Summit Trail Advisors, LLC 0.05% Add +38.1% 9,910 $2.9M
Portland Global Advisors LLC 0.34% Reduce -1.3% 9,917 $2.9M
Exencial Wealth Advisors, LLC 0.10% Add +5.6% 9,825 $2.8M
Hutner Capital Management Inc. 1.29% Add +23.6% 9,816 $2.8M
WCM Investment Management, LLC 0.01% Add +0.7% 9,969 $2.8M
L & S Advisors Inc 0.32% Add +42.6% 9,743 $2.8M
Equitable Trust Co. 0.14% Add +31.1% 9,714 $2.8M
Chicago Capital, LLC 0.07% Add +25.2% 9,631 $2.8M
Meeder Advisory Services, Inc. 0.14% Add +5.0% 9,627 $2.8M
CFS Investment Advisory Services, LLC 0.23% Reduce -1.9% 9,573 $2.8M
First National Trust Co 0.10% Reduce -2.7% 9,546 $2.8M
Smith Salley Wealth Management 0.16% Add +3.0% 9,452 $2.7M
Lincoln Capital LLC 0.53% Add +35.7% 9,446 $2.7M
Douglass Winthrop Advisors, LLC 0.05% Add +5.3% 9,392 $2.7M
Coldstream Capital Management Inc. 0.04% Add +19.0% 9,257 $2.7M
Vestcor Inc 0.08% Add +29.2% 9,251 $2.7M
Platform Technology Partners 0.70% Add +0.8% 9,206 $2.7M
Great Valley Advisor Group, Inc. 0.06% Reduce -37.0% 9,177 $2.7M
Haverford Trust Co 0.03% No change 9,168 $2.7M
Cohen Klingenstein LLC 0.09% No change 9,120 $2.6M
Pictet North America Advisors SA 0.27% Reduce -3.0% 9,117 $2.6M
Lantz Financial LLC 0.66% Reduce -1.1% 9,107 $2.6M
NJ State Employees Deferred Compensation Plan 0.31% No change 9,028 $2.6M
Vista Investment Partners Ii, LLC 1.26% Add +0.2% 9,016 $2.6M
Lockheed Martin Investment Management Co. 0.10% Reduce -2.7% 8,980 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +10.8% 8,962 $2.6M
Perigon Wealth Management, LLC 0.06% Add +6.0% 8,929 $2.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.96% Add +3.6% 8,924 $2.6M
DRW Securities, LLC 0.18% Add +1169.3% 8,885 $2.6M
Ritholtz Wealth Management 0.06% Add +13.4% 8,838 $2.6M
Savant Capital, LLC 0.02% Add +10.5% 8,826 $2.6M
Callan Family Office, LLC 0.08% Add +122.1% 8,752 $2.5M
1832 Asset Management L.P. 0.00% Reduce -33.0% 8,740 $2.5M
Richard Bernstein Advisors LLC 0.06% New 8,727 $2.5M
Northeast Financial Consultants Inc 0.10% No change 8,721 $2.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -8.5% 8,717 $2.5M
Bowman & Co S.C. 1.13% Add +0.1% 8,703 $2.5M
Round Rock Advisors LLC 0.43% Reduce -0.1% 8,701 $2.5M
Roundview Capital LLC 0.17% Add +0.9% 8,698 $2.5M
HighPoint Advisor Group LLC 0.13% Reduce -2.0% 8,679 $2.5M
Ameritas Investment Partners, Inc. 0.08% Reduce -6.3% 8,644 $2.5M
Phoenix Wealth Advisors 1.05% Reduce -5.0% 8,615 $2.5M
Penobscot Investment Management Company, Inc. 0.21% Add +0.5% 8,602 $2.5M
Waverly Advisors, LLC 0.03% Add +12.6% 8,539 $2.5M
Alaethes Wealth, LLC 0.74% Add +3.0% 8,508 $2.5M
Accurate Wealth Management, LLC 0.38% Reduce -1.3% 8,803 $2.5M
Susquehanna Portfolio Strategies, LLC 0.05% New 8,500 $2.5M
Wright Investors Service Inc. 0.74% Add +0.3% 8,495 $2.5M
Bowen Hanes & Co. Inc. 0.06% Add +0.8% 8,495 $2.5M
Cary Street Partners Financial LLC 0.07% Reduce -3.1% 8,398 $2.4M
Naples Global Advisors, LLC 0.21% Add +7.0% 8,336 $2.4M
Security National Bank 0.42% Add +2.8% 8,333 $2.4M
Occudo Quantitative Strategies LP 0.27% Reduce -69.0% 8,315 $2.4M
GAMMA Investing LLC 0.15% Add +20.2% 8,295 $2.4M
Mufg Securities Americas Inc. 0.21% Add +25.2% 8,259 $2.4M
McDonald Partners LLC 0.57% Add +1.4% 8,187 $2.4M
Brown Brothers Harriman & Co. 0.02% Add +4.8% 8,238 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% — 8,157 $2.4M
Dynamic Advisor Solutions LLC 0.07% Reduce -0.3% 8,070 $2.3M
TFG Advisers LLC 0.80% Add +1.7% 8,067 $2.3M
Global Retirement Partners, LLC 0.06% — 8,032 $2.3M
Heritage Trust Co 0.27% Reduce -0.1% 7,963 $2.3M
Concord Asset Management, LLC 0.35% Add +1.6% 7,949 $2.3M
Concord Wealth Partners 0.34% Reduce -12.1% 7,949 $2.3M
Aptus Capital Advisors, LLC 0.02% Add +21.8% 7,939 $2.3M
HM Payson & Co. 0.04% Reduce -13.5% 7,931 $2.3M
Coastal Bridge Advisors, LLC 0.19% New 7,906 $2.3M
Delta Financial Advisors LLC 0.80% Reduce -0.4% 7,881 $2.3M
Evelyn Partners Asset Management Ltd 0.58% Add +5.3% 7,858 $2.3M
Joel Isaacson & Co., LLC 0.09% Reduce -0.8% 7,844 $2.3M
Central Valley Advisors, LLC 0.77% Reduce -1.0% 7,828 $2.3M
Burney Co./ 0.08% Reduce -4.9% 7,774 $2.3M
Parkside Financial Bank & Trust 0.24% Add +3.3% 7,745 $2.2M
Davidson Trust Co. 1.03% Reduce -1.6% 7,704 $2.2M
PFG Advisors 0.10% Add +29.2% 7,702 $2.2M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -23.2% 7,682 $2.2M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -21.0% 7,682 $2.2M
Baxter Bros Inc. 0.27% Add +1.7% 7,661 $2.2M
WealthShield Partners, LLC 0.27% Add +676.9% 7,645 $2.2M
A. D. Beadell Investment Counsel, Inc. 1.69% Add +1.2% 7,615 $2.2M
Mgo One Seven LLC 0.07% Add +15.9% 7,584 $2.2M
Lederer & Associates Investment Counsel 1.45% Reduce -0.3% 7,545 $2.2M
Altman Advisors, Inc. 0.89% Add +0.7% 7,548 $2.2M
Forum Financial Management, LP 0.03% Add +10.6% 7,490 $2.2M
King Luther Capital Management Corp. 0.01% Add +4.4% 7,476 $2.2M
Brooks, Moore & Associates, Inc. 1.17% Add +1.3% 8,127 $2.2M
Freedom Day Solutions, LLC 0.64% New 7,462 $2.2M
Aries Wealth Management 0.56% Reduce -0.1% 7,439 $2.2M
Mitchell & Pahl Private Wealth, LLC 0.94% Add +2.5% 7,346 $2.1M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -19.8% 7,300 $2.1M
Wealthcare Advisory Partners LLC 0.05% Add +11.2% 7,293 $2.1M
Legacy Wealth Asset Management, LLC 0.54% Add +36.5% 7,292 $2.1M
Guyasuta Investment Advisors Inc. 0.13% Add +12.3% 7,291 $2.1M
NBT Bank, N.A. 0.14% Reduce -1.8% 7,282 $2.1M
BKM Wealth Management, LLC 0.82% Reduce -3.0% 7,235 $2.1M
Neville Rodie & Shaw Inc. 0.15% No change 7,164 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Reduce -11.7% 7,163 $2.1M
Monarch Capital Management Inc. 0.56% Add +3.1% 7,137 $2.1M
Los Angeles Capital Management LLC 0.01% Reduce -40.7% 7,109 $2.1M
Concentric Capital Strategies, LP 0.12% New 7,043 $2.0M
Meridian Investment Counsel Inc. 0.55% No change 7,034 $2.0M
Hudson Bay Capital Management LP 0.01% Add +224.1% 7,019 $2.0M
Perpetual Ltd 0.02% Add +3.2% 7,010 $2.0M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.06% Reduce -36.4% 7,000 $2.0M
Pallas Capital Advisors LLC 0.08% Add +43.7% 6,978 $2.0M
Ballentine Partners, LLC 0.03% Reduce -19.4% 6,951 $2.0M
Lester Murray Antman dba SimplyRich 0.56% No change 6,949 $2.0M
Old National Bancorp 0.04% Add +64.7% 6,937 $2.0M
Clear Harbor Asset Management, LLC 0.15% Add +0.6% 6,933 $2.0M
Choate Investment Advisors 0.04% Add +88.7% 6,844 $2.0M
Dividend Assets Capital, LLC 0.36% Reduce -2.5% 6,823 $2.0M
Engineers Gate Manager LP 0.02% New 6,811 $2.0M
Signaturefd, LLC 0.03% Add +11.5% 6,798 $2.0M
Plato Investment Management Ltd 0.15% Add +0.1% 6,820 $2.0M
Herold Advisors, Inc. 0.41% Reduce -16.1% 6,788 $2.0M
XXEC, Inc. 1.58% Reduce -9.9% 6,772 $2.0M
J. W. Coons Advisors, LLC 0.44% No change 6,758 $2.0M
Mather Group, Llc. 0.02% Add +0.5% 6,746 $2.0M
Equitable Holdings, Inc. 0.02% Add +11.0% 6,712 $1.9M
Family Legacy, Inc. 0.63% Reduce -2.9% 6,696 $1.9M
FWL Investment Management, LLC 0.59% Add +2.8% 6,695 $1.9M
Dark Forest Capital Management LP 0.08% New 6,692 $1.9M
Cim Investment Management Inc. 0.37% Add +99.7% 6,844 $1.9M
Valeo Financial Advisors, LLC 0.05% Add +41.6% 6,667 $1.9M
Atria Wealth Solutions, Inc. 0.04% Reduce -53.2% 6,630 $1.9M
Thoroughbred Financial Services, LLC 0.13% Reduce -32.7% 6,634 $1.9M
Cordatus Wealth Management LLC 0.47% Add +0.6% 6,609 $1.9M
Point72 (DIFC) Ltd 0.15% New 6,599 $1.9M
Gilliland Jeter Wealth Management LLC 0.62% Reduce -0.4% 6,591 $1.9M
Campbell & CO Investment Adviser LLC 0.12% New 6,584 $1.9M
Point72 Asia (Singapore) Pte. Ltd. 0.33% New 6,453 $1.9M
Parallel Advisors, LLC 0.04% Add +3.2% 6,415 $1.9M
Signal Advisors Wealth, LLC 0.15% New 6,408 $1.9M
Schear Investment Advisers, LLC 0.91% Reduce -0.7% 6,352 $1.8M
Nicholson Wealth Management Group, LLC 1.12% Add +3.4% 6,258 $1.8M
Quadcap Wealth Management, LLC 0.23% Reduce -0.9% 6,244 $1.8M
Baldwin Investment Management, LLC 0.22% Reduce -0.4% 6,237 $1.8M
Cunning Capital Partners, LP 0.94% No change 6,229 $1.8M
Faithward Advisors, LLC 0.28% Reduce -0.1% 6,189 $1.8M
Inscription Capital, LLC 0.26% Reduce -14.2% 6,183 $1.8M
Little House Capital LLC 0.45% Add +163.9% 6,167 $1.8M
Snowden Capital Advisors LLC 0.05% Add +3.4% 6,115 $1.8M
Thompson Davis & Co., Inc. 1.21% No change 6,125 $1.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.37% New 6,095 $1.8M
Eastern Bank 0.03% Add +0.4% 6,067 $1.8M
Resources Management Corp. /CT/ 0.24% No change 6,048 $1.8M
Farther Finance Advisors, LLC 0.04% Add +50.7% 6,036 $1.7M
Wedmont Private Capital 0.07% Add +4.6% 6,237 $1.7M
Eagle Global Advisors LLC 0.07% No change 6,000 $1.7M
Mach-1 Financial Group, LLC 0.51% Reduce -11.0% 5,976 $1.7M
Demars Financial Group, LLC 0.66% Reduce -71.4% 5,909 $1.7M
AlphaStar Capital Management, LLC 0.12% Add +13.1% 5,872 $1.7M
Impact Capital Partners LLC 0.56% Add +1.9% 5,864 $1.7M
Journey Advisory Group, LLC 0.13% No change 5,847 $1.7M
Bank Pictet & Cie (Europe) AG 0.04% Add +16.3% 5,813 $1.7M
Valmark Advisers, Inc. 0.02% Add +1.7% 5,785 $1.7M
Alkeme Wealth, LLC 0.75% Reduce -1.3% 5,778 $1.7M
Ascent Group, LLC 0.07% Add +26.9% 5,760 $1.7M
Chase Investment Counsel Corp. 0.53% New 5,750 $1.7M
Trail Ridge Investment Advisors, LLC 0.80% Reduce -0.6% 6,243 $1.7M
InTrack Investment Management Inc 1.11% Add +155.3% 5,712 $1.7M
Renaissance Technologies 0.00% New 5,699 $1.7M
Sepio Capital, LP 0.12% New 5,678 $1.6M
Magnolia Capital Advisors LLC 0.41% Reduce -2.6% 5,664 $1.6M
Compound Planning, Inc. 0.06% Add +19.5% 5,656 $1.6M
TD Private Client Wealth LLC 0.04% Add +11.8% 5,635 $1.6M
Sumitomo Life Insurance Co. 0.11% Reduce -6.4% 5,589 $1.6M
GS Investments, Inc. 0.71% No change 5,565 $1.6M
Empire Financial Management Company, LLC 0.46% No change 5,543 $1.6M
Procyon Advisors, LLC 0.15% Reduce -16.0% 5,539 $1.6M
Jacobi Capital Management LLC 0.11% Reduce -3.9% 5,536 $1.6M
Roxbury Financial LLC 1.56% Reduce -12.9% 5,533 $1.6M
Central Pacific Bank - Trust Division 0.21% Add +869.5% 5,526 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -4.0% 5,521 $1.6M
Capital Investment Advisors, LLC 0.03% Add +33.5% 5,490 $1.6M
Wealth Quarterback LLC 0.75% Reduce -0.1% 5,444 $1.6M
Field & Main Bank 0.51% Add +0.4% 5,433 $1.6M
Paladin Advisory Group, LLC 1.20% No change 5,431 $1.6M
Monte Financial Group, LLC 0.61% Add +3.4% 5,382 $1.6M
Trust Co. of Oklahoma 0.50% Reduce -1.6% 5,379 $1.6M
Shayne & Jacobs, LLC 0.51% No change 5,370 $1.6M
Scotia Capital Inc. 0.01% Reduce -45.2% 5,365 $1.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.27% No change 5,364 $1.6M
Sierra Summit Advisors LLC 0.27% Reduce -11.5% 5,330 $1.5M
Transatlantique Private Wealth LLC 0.57% Reduce -8.5% 5,327 $1.5M
PFS Partners, LLC 0.78% Add +0.1% 5,326 $1.5M
Voleon Capital Management LP 0.08% New 5,307 $1.5M
Transcend Capital Advisors, LLC 0.12% Add +37.9% 5,293 $1.5M
Arjuna Capital 0.40% Reduce -14.0% 5,289 $1.5M
Compagnie Lombard Odier SCmA 0.02% Reduce -90.3% 5,277 $1.5M
Stablepoint Partners, LLC 0.26% Add +1.6% 5,245 $1.5M
FIL Ltd 0.00% Reduce -28.7% 5,230 $1.5M
Trueblood Wealth Management, LLC 0.63% Add +4.6% 5,219 $1.5M
Essex Financial Services, Inc. 0.10% Add +13.2% 5,197 $1.5M
S-Bank Fund Management Ltd 0.22% New 5,181 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +259.9% 5,165 $1.5M
Summitry LLC 0.07% Reduce -0.9% 5,152 $1.5M
Smartleaf Asset Management LLC 0.13% Reduce -11.5% 5,227 $1.5M
Stratos Wealth Partners, LTD. 0.02% Reduce -8.1% 5,131 $1.5M
Gsa Capital Partners LLP 0.10% New 5,130 $1.5M
Integrity Alliance, Llc. 0.08% Reduce -45.8% 5,119 $1.5M
Pitcairn Co. 0.10% Reduce -17.6% 5,110 $1.5M
Saxon Interests, Inc. 0.69% No change 4,868 $1.5M
Kingsview Wealth Management, LLC 0.02% Reduce -1.2% 5,070 $1.5M
Webster Bank, N. A. 0.15% Add +2.9% 5,049 $1.5M
Canandaigua National Bank & Trust Co. 0.14% Reduce -1.5% 5,015 $1.5M
First Bank & Trust 0.26% Reduce -1.0% 5,005 $1.5M
Private Trust Co. NA 0.14% Reduce -52.3% 4,990 $1.4M
Brighton Jones LLC 0.04% Add +138.3% 4,980 $1.4M
AA Financial Advisors, LLC 0.31% Reduce -2.4% 4,971 $1.4M
Virtus Investment Advisers, LLC 0.49% Reduce -4.8% 4,964 $1.4M
Frank, Rimerman Advisors LLC 0.10% Add +16.9% 4,936 $1.4M
Nichols & Pratt Advisers LLP 0.10% Add +17.0% 4,925 $1.4M
Laurion Capital Management LP 0.17% New 4,918 $1.4M
Beverly Hills Private Wealth, LLC 0.27% Add +305.4% 4,909 $1.4M
Providence First Trust Co 0.50% Add +0.2% 4,903 $1.4M
DB Fitzpatrick & Co, Inc 1.26% Add +0.9% 4,885 $1.4M
EverSource Wealth Advisors, LLC 0.06% Add +85.5% 4,841 $1.4M
Brooklyn Investment Group 0.18% Add +14.2% 4,832 $1.4M
NFSG Corp 0.23% Reduce -0.9% 4,828 $1.4M
Promus Capital, LLC 0.91% Add +23.1% 4,824 $1.4M
NorthRock Partners, LLC 0.04% Add +56.4% 4,782 $1.4M
VestGen Advisors, LLC 0.06% Add +32.1% 4,772 $1.4M
Arista Wealth Management, LLC 0.19% New 4,771 $1.4M
Point72 Europe (London) LLP 0.07% Reduce -79.3% 4,764 $1.4M
Zions Bancorporation, National Association 0.07% Add +3.1% 4,755 $1.4M
RMR Wealth Builders 0.13% Add +4.5% 4,737 $1.4M
IHT Wealth Management, LLC 0.04% Add +4.1% 4,743 $1.4M
Valley National Advisers Inc. 0.22% Add +0.1% 4,743 $1.4M
Ballast, Inc. 0.36% Add +0.1% 4,734 $1.4M
Westpac Banking Corp. 0.09% Add +32.8% 4,725 $1.4M
Applied Finance Capital Management, LLC 0.09% Reduce -7.0% 4,662 $1.4M
Centaurus Financial, Inc. 0.08% Add +0.3% 4,659 $1.4M
Fiduciary Group, LLC 0.13% Add +0.8% 4,605 $1.3M
Parsons Capital Management Inc. 0.08% Reduce -3.7% 4,602 $1.3M
Sage Investment Counsel LLC 1.54% Add +25.0% 4,595 $1.3M
Raiffeisen Bank International AG 0.02% Reduce -1.8% 4,705 $1.3M
Jump Financial, LLC 0.02% Reduce -44.7% 4,591 $1.3M
Delphi Management Inc. 1.28% Reduce -8.0% 4,569 $1.3M
Panagora Asset Management Inc. 0.01% Reduce -53.8% 4,541 $1.3M
Claro Advisors Inc. 0.22% Reduce -38.5% 4,535 $1.3M
Bridges Investment Management Inc. 0.02% Add +0.2% 4,521 $1.3M
Total Clarity Wealth Management, Inc. 0.37% Add +8.8% 4,508 $1.3M
Hennessy Advisors Inc. 0.04% Add +50.0% 4,500 $1.3M
Huntleigh Advisors, Inc. 0.25% Add +1.5% 4,500 $1.3M
Formidable Asset Management, LLC 0.22% No change 4,313 $1.3M
Minot DeBlois Advisors LLC 1.23% Reduce -2.1% 4,478 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -36.2% 4,466 $1.3M
Asset Planning,Inc 0.97% Add +0.3% 4,456 $1.3M
RoundAngle Advisors LLC 1.08% Add +8.6% 4,450 $1.3M
MGB Wealth Management, LLC 0.42% Reduce -1.4% 4,444 $1.3M
Asset Dedication, LLC 0.09% Add +1.1% 4,422 $1.3M
Qtron Investments LLC 0.16% No change 4,408 $1.3M
Arkadios Wealth Advisors 0.04% Add +104.4% 4,385 $1.3M
Meadow Creek Wealth Advisors LLC 0.85% Reduce -1.3% 4,330 $1.3M
Applied Capital LLC 0.93% No change 4,329 $1.3M
Trust Asset Management LLC 0.09% No change 4,329 $1.3M
Csenge Advisory Group 0.07% Add +2.0% 4,207 $1.3M
Foster & Motley Inc. 0.07% Reduce -3.2% 4,316 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -27.0% 4,306 $1.2M
New England Research & Management, Inc. 0.59% New 4,282 $1.2M
Advisors Capital Management, LLC 0.02% Add +11.8% 4,275 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +22.4% 4,272 $1.2M
Relyea Zuckerberg Hanson LLC 0.14% Reduce -2.9% 4,264 $1.2M
Mattern Wealth Management LLC 0.26% Reduce -1.2% 4,262 $1.2M
Exchange Traded Concepts, LLC 0.02% Add +20.2% 4,256 $1.2M
DF Dent & Co. Inc. 0.02% No change 4,255 $1.2M
Arax Advisory Partners 0.06% Reduce -15.6% 4,250 $1.2M
Columbia Bank 0.37% Add +14.7% 4,382 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.36% Add +3.9% 4,233 $1.2M
Missouri Trust & Investment Co 0.40% Add +4.0% 4,228 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +43.9% 4,222 $1.2M
CSU Producer Resources, Inc. 3.81% No change 4,213 $1.2M
Insigneo Advisory Services, LLC 0.10% Add +16.1% 4,210 $1.2M
Legacy Private Trust Co. 0.08% Reduce -12.1% 4,209 $1.2M
Montag A & Associates Inc. 0.06% Add +0.6% 4,201 $1.2M
Westhampton Capital, LLC 0.63% No change 4,190 $1.2M
Cordgrass Capital Advisors, LLC 0.33% Reduce -12.8% 4,173 $1.2M
Cornerstone Wealth Management, LLC 0.07% Add +0.2% 4,173 $1.2M
Profund Advisors LLC 0.04% Reduce -18.1% 4,170 $1.2M
Lansing Street Advisors 0.36% Add +53.7% 4,150 $1.2M
Grove Bank & Trust 0.15% Add +5.6% 4,148 $1.2M
Castlekeep Investment Advisors LLC 0.59% Reduce -8.3% 4,138 $1.2M
Fisher Asset Management 0.00% Reduce -2.6% 4,100 $1.2M
AE Wealth Management LLC 0.01% Add +36.0% 4,095 $1.2M
Ontario Teachers Pension Plan Board 0.03% Add +183.0% 4,072 $1.2M
Financial Security Advisor, Inc. 0.27% Reduce -0.2% 4,029 $1.2M
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.0% 4,040 $1.2M
IFP Advisors, Inc 0.03% Add +9.3% 3,971 $1.2M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -41.7% 4,006 $1.2M
Sigma Planning Corp 0.04% Reduce -6.3% 4,013 $1.2M
Towne Trust Company, N.A 0.41% Reduce -2.7% 4,006 $1.2M
Lakeside Advisors, INC. 0.74% Reduce -7.0% 3,988 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Add +0.8% 3,987 $1.2M
FC Advisory LLC 0.35% No change 3,964 $1.1M
FRG Family Wealth Advisors LLC 0.20% No change 3,963 $1.1M
Grey Ledge Advisors, LLC 0.28% Reduce -0.3% 3,962 $1.1M
TigerOak Management, L.L.C. 0.39% Reduce -0.3% 3,957 $1.1M
Townsquare Capital LLC 0.11% Reduce -74.6% 3,949 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.21% Add +1.8% 3,927 $1.1M
Syon Capital LLC 0.07% Add +6.9% 3,901 $1.1M
Galibier Capital Management Ltd. 0.34% No change 3,897 $1.1M
Abbot Financial Management, Inc. 0.52% Add +17.8% 3,881 $1.1M
Advisory Resource Group 0.21% Add +2.7% 3,859 $1.1M
Gryphon Financial Partners LLC 0.15% Add +13.7% 3,858 $1.1M
Certuity, LLC 0.10% Reduce -10.5% 3,838 $1.1M
Ethos Financial Group, LLC 0.10% New 3,809 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -9.0% 3,813 $1.1M
Invera Wealth Advisors, LLC 0.72% Reduce -0.6% 3,792 $1.1M
Spinnaker Trust 0.07% Add +12.1% 3,792 $1.1M
CNB Bank 0.52% Add +1.5% 3,778 $1.1M
StoneX Group Inc. 0.05% Add +221.0% 3,765 $1.1M
WBH Advisory Inc. 0.09% Reduce -4.3% 3,766 $1.1M
Avior Wealth Management, LLC 0.04% Add +609.0% 3,765 $1.1M
SVB Wealth LLC 0.06% Reduce -48.2% 3,751 $1.1M
AMG National Trust Bank 0.03% Reduce -1.8% 3,745 $1.1M
Nicholas Wealth, LLC. 0.95% Add +4.8% 3,740 $1.1M
Pekin Hardy Strauss, Inc. 0.12% Reduce -2.6% 3,735 $1.1M
Checchi Capital Advisers, LLC 0.08% Reduce -0.3% 3,735 $1.1M
Ascentis Independent Advisors 0.20% Reduce -11.7% 3,714 $1.1M
Epiq Partners, LLC 0.57% No change 3,714 $1.1M
Sentry LLC 0.21% No change 3,701 $1.1M
Littlejohn Financial Services, Inc. 0.83% Reduce -1.5% 3,700 $1.1M
Cigna Investments Inc. 0.18% Reduce -8.7% 3,686 $1.1M
X-Square Capital, LLC 0.38% Reduce -2.1% 3,667 $1.1M
Tyler-Stone Wealth Management 0.17% Add +0.1% 3,662 $1.1M
Avestar Capital, LLC 0.08% Add +18.6% 3,647 $1.1M
LCNB Corp. 0.37% No change 3,635 $1.1M
Howard Capital Management, LLC 0.02% Add +23.6% 3,604 $1.0M
Emprise Bank 0.50% Reduce -2.7% 3,598 $1.0M
Atlantic Union Bankshares Corp 0.02% Add +15.4% 3,596 $1.0M
Connecticut Wealth Management, LLC 0.05% Reduce -0.3% 3,586 $1.0M
KRS Capital Management, LLC 0.69% Reduce -0.3% 3,580 $1.0M
Sippican Capital Advisors 0.75% No change 3,565 $1.0M
Columbia Asset Management 0.20% Add +1.4% 3,550 $1.0M
West Family Investments, Inc. 0.27% Add +16.9% 3,546 $1.0M
CENTRAL TRUST Co 0.02% Reduce -0.0% 3,536 $1.0M
Harbour Capital Advisors, LLC 0.22% Reduce -0.8% 3,657 $1.0M
Moloney Securities Asset Management, LLC 0.13% Add +30.8% 3,532 $1.0M
Balefire, LLC 0.22% Add +5.5% 3,521 $1.0M
Ceeto Capital Group, LLC 0.35% Reduce -16.7% 3,500 $1.0M
Gratus Wealth Advisors, LLC 0.15% Add +2.9% 3,503 $1.0M
Principle Wealth Partners LLC 0.06% Reduce -0.0% 3,487 $1.0M
Larson Financial Group LLC 0.04% Add +209.6% 3,483 $1.0M
Flagship Harbor Advisors, LLC 0.05% Reduce -1.3% 3,460 $1.0M
Simmons Bank 0.07% Reduce -3.3% 3,458 $1.0M
Icon Wealth Advisors, LLC 0.07% Add +1.2% 3,441 $997K
Fidelis Capital Partners, LLC 0.09% Add +4.7% 3,691 $995K
Chicago Partners Investment Group LLC 0.03% Add +56.9% 3,680 $994K
SRN Advisors, LLC 0.91% Add +2.2% 3,430 $994K
Premier Path Wealth Partners, LLC 0.14% Add +7.1% 3,415 $989K
Meridian Wealth Advisors, LLC 0.16% Reduce -7.9% 3,405 $987K
American Trust Investment Advisors, LLC 0.49% No change 3,386 $981K
Harold Davidson & Associates Inc. 0.64% Reduce -30.3% 3,383 $980K
Carnegie Lake Advisors LLC 0.39% Reduce -1.5% 3,375 $978K
Evoke Wealth, LLC 0.02% Add +56.4% 3,360 $977K
Wealthspire Advisors, LLC 0.01% Reduce -10.3% 3,371 $977K
One Capital Management, LLC 0.03% Reduce -4.0% 3,362 $974K
Viawealth, LLC 0.58% Reduce -5.0% 3,359 $973K
Cushing Capital Partners, LLC 0.82% Add +0.2% 3,335 $969K
CTC Alternative Strategies, Ltd. 0.84% New 3,330 $965K
Meridian Wealth Management, LLC 0.04% Add +0.7% 3,314 $960K
Mattson Financial Services, LLC 0.26% Reduce -0.2% 3,312 $960K
SkyView Investment Advisors, LLC 0.14% Add +0.8% 3,342 $953K
Advisor OS, LLC 0.09% Add +14.1% 3,253 $942K
Atlas Legacy Advisors, LLC 0.21% Add +35.8% 3,253 $942K
Fulton Bank, N.A. 0.03% Reduce -11.0% 3,245 $940K
Henry James International Management Inc. 0.31% Reduce -0.1% 3,232 $936K
Rehmann Capital Advisory Group 0.06% Reduce -17.4% 3,212 $931K
Mill Capital Management, LLC 0.07% No change 3,210 $930K
Mitchell Sinkler & Starr 0.44% Add +1.6% 3,190 $924K
Saturna Capital Corp. 0.01% No change 3,170 $918K
Journey Strategic Wealth LLC 0.03% Add +217.8% 3,169 $918K
Trivium Point Advisory, LLC 0.10% Add +163.3% 3,168 $918K
Sage Mountain Advisors LLC 0.06% Add +16.6% 3,162 $916K
Northstar Group, Inc. 0.15% Add +2.8% 3,139 $910K
NORTHSTAR ASSET MANAGEMENT Co 0.21% Reduce -6.0% 3,115 $902K
Natural Investments, LLC 0.23% Add +5.8% 3,091 $895K
Stiles Financial Services Inc 0.31% Add +5.3% 3,080 $893K
GoalVest Advisory LLC 0.22% Add +308000.0% 3,081 $893K
Florida Financial Advisors, LLC 0.22% Add +104.5% 3,104 $891K
Optimum Investment Advisors 0.39% No change 3,070 $889K
iA Global Asset Management Inc. 0.01% Reduce -16.6% 3,068 $889K
1ST Source Bank 0.05% Reduce -1.5% 3,068 $889K
Bull Street Advisors, LLC 0.42% No change 3,050 $884K
Delta Global Management LP 0.06% New 3,028 $877K
Conning Inc. 0.03% Reduce -3.6% 3,011 $872K
Finivi Inc. 0.59% No change 3,000 $869K
Keel Point, LLC 0.06% Add +13.6% 2,998 $869K
Net Worth Advisory Group 0.19% Reduce -2.4% 2,997 $868K
Worth Financial Advisory Group, LLC 0.53% Add +4.1% 2,980 $863K
Point Windward Advisors Inc. 0.39% Reduce -8.0% 2,980 $863K
Empirical Asset Management, LLC 0.27% New 2,978 $863K
Clarius Group, LLC 0.05% Add +23.1% 2,974 $862K
Northeast Investment Management 0.04% Reduce -3.7% 2,966 $859K
Dynasty Wealth Management, LLC 0.01% Add +2.7% 2,963 $858K
CWA Asset Management Group, LLC 0.04% Add +19.7% 2,951 $855K
International Assets Investment Management, LLC 0.07% Reduce -3.7% 2,951 $855K
iSAM Funds (UK) Ltd 0.19% New 2,937 $851K
FineMark National Bank & Trust 0.03% Add +44.2% 2,932 $849K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.53% Reduce -29.6% 2,907 $842K
Keyes, Stange & Wooten Wealth Management, LLC 0.43% Reduce -3.9% 2,890 $837K
Two Sigma Securities, LLC 0.10% Reduce -62.5% 2,886 $836K
Blue Trust, Inc. 0.01% Reduce -8.3% 2,883 $835K
Kennebec Savings Bank 0.82% Add +3.9% 2,879 $834K
Entropy Technologies, LP 0.07% New 2,879 $834K
First American Bank 0.06% No change 2,878 $834K
CFO4Life Group, LLC 0.13% Add +2.0% 2,876 $833K
Ransom Advisory, Ltd 0.39% No change 2,874 $833K
Wealth Alliance, LLC 0.09% Add +5.3% 2,851 $826K
Nvwm, LLC 0.20% Reduce -0.5% 2,849 $826K
Modern Wealth Management, LLC 0.02% Add +15.4% 2,844 $824K
MJP Associates Inc. 0.12% Add +18.9% 2,838 $822K
Segment Wealth Management, LLC 0.05% Add +3.1% 2,832 $820K
Proficio Capital Partners LLC 0.05% Add +2.3% 2,820 $817K
Canopy Partners, LLC 0.30% Reduce -41.9% 2,815 $816K
Rossmore Private Capital 0.10% Add +1.2% 2,804 $812K
Plancorp, LLC 0.03% Add +10.9% 2,802 $812K
United Asset Strategies, Inc. 0.07% Reduce -8.3% 2,787 $807K
Legacy Financial Advisors, Inc. 0.13% Add +1.6% 2,773 $803K
Merrion Investment Management Co, LLC 0.52% No change 2,771 $803K
Mutual Advisors, LLC 0.02% Add +34.7% 2,977 $801K
Edmond DE Rothschild Holding S.A. 0.01% Add +77.4% 2,750 $797K
Northside Capital Management, LLC 0.06% New 2,746 $796K
ICONIQ Capital, LLC 0.01% Add +54.5% 2,743 $795K
LRI Investments, LLC 0.07% Reduce -0.3% 2,740 $794K
SeaCrest Wealth Management, LLC 0.09% Add +2.0% 2,732 $792K
Mount Lucas Management LP 0.38% Reduce -58.0% 2,727 $790K
Hamilton Wealth, LLC 0.18% Reduce -21.3% 2,721 $788K
Sound Financial Strategies Group, LLC 0.67% Reduce -0.1% 2,715 $787K
1776 Wealth LLC 0.32% Add +0.3% 2,712 $786K
Axq Capital, LP 0.25% Reduce -19.8% 2,698 $782K
Astoria Portfolio Advisors LLC. 0.22% Add +2.9% 2,889 $781K
Headinvest, LLC 0.17% Reduce -7.0% 2,693 $780K
PDS Planning, Inc 0.06% Add +5.0% 2,693 $780K
Mesirow Financial Investment Management, Inc. 0.02% Add +1.7% 2,682 $777K
Welch Group, LLC 0.03% Add +1.0% 2,672 $774K
Crestwood Advisors Group, LLC 0.01% Add +10.9% 2,657 $770K
First Affirmative Financial Network 0.40% Reduce -2.2% 2,655 $769K
Waterway Wealth Management, LLC 0.23% Add +212.3% 2,655 $769K
Cross Staff Investments Inc 0.57% No change 2,649 $767K
FSM Wealth Advisors, LLC 0.12% Add +4.0% 2,726 $763K
Appleton Partners Inc. 0.05% Reduce -0.9% 2,634 $763K
City State Bank 0.24% No change 2,629 $762K
Stamos Capital Partners, L.P. 0.14% Add +32.2% 2,629 $762K
Integrated Quantitative Investments LLC 0.22% New 2,621 $759K
Legacy Capital Wealth Partners, LLC 0.17% Reduce -2.1% 2,609 $756K
Dempze Nancy E 0.43% Reduce -10.3% 2,600 $753K
Everett Harris & Co. 0.01% No change 2,579 $747K
Boyar Asset Management Inc. 0.49% Add +0.5% 2,576 $746K
Valley Brook Capital Group, Inc. 0.56% Reduce -1.0% 2,575 $746K
Western Wealth Management, LLC 0.04% Add +13.1% 2,574 $746K
Peddock Capital Advisors, LLC 0.17% No change 2,572 $745K
Baader Bank Aktiengesellschaft 0.06% Reduce -12.2% 2,560 $742K
Essex Bank 0.18% Add +14.0% 2,537 $735K
Greenfield Savings Bank 0.33% Add +3.3% 2,536 $735K
Evelyn Partners Investment Management (Europe) Ltd 0.26% No change 2,523 $731K
Quantbot Technologies LP 0.02% New 2,514 $728K
Knollwood Investment Advisory, LLC 0.07% No change 2,500 $724K
Monetary Management Group Inc. 0.18% No change 2,495 $723K
Ranch Capital Advisors Inc. 0.31% Add +3.9% 2,486 $722K
Stance Capital LLC 0.27% New 2,485 $720K
Leavell Investment Management, Inc. 0.03% Add +6.2% 2,460 $715K
Mairs & Power Inc. 0.01% Add +5.3% 2,466 $714K
Virtu Financial LLC 0.04% New 2,461 $713K
Apexium Financial, LP 0.04% Reduce -6.3% 2,453 $713K
Impact Partnership Wealth, LLC 0.13% New 2,438 $706K
Burford Brothers, Inc. 0.32% Add +0.1% 2,436 $706K
Catalyst Financial Partners LLC 0.08% Add +25.1% 2,431 $704K
Tilia Fiduciary Partners, Inc. 0.43% Add +13.9% 2,420 $701K
Ironwood Investment Counsel, LLC 0.11% Add +58.4% 2,419 $701K
Sawyer & Company, Inc 0.23% Add +30.8% 2,053 $700K
V-Square Quantitative Management LLC 0.09% Add +2.9% 2,404 $696K
Somerville Kurt F 0.12% No change 2,400 $695K
Sky Investment Group LLC 0.12% Add +1.6% 2,397 $694K
Waterloo Capital, L.P. 0.06% Add +168.3% 2,388 $692K
Venturi Wealth Management, LLC 0.03% Reduce -4.4% 2,380 $690K
HMS Capital Management, LLC 0.31% Reduce -6.0% 2,378 $689K
AdvisorNet Financial, Inc 0.04% Add +26.9% 2,376 $688K
Summit Global Investments 0.04% New 2,375 $688K
Axxcess Wealth Management, LLC 0.02% Add +5.1% 2,356 $683K
Baker Ellis Asset Management LLC 0.09% Add +0.2% 2,354 $682K
Resurgent Financial Advisors LLC 0.38% Add +2.1% 2,349 $681K
Financial & Tax Architects, LLC 0.17% Add +0.3% 2,347 $680K
Shelton Capital Management 0.02% Reduce -2.2% 2,346 $680K
Hancock Whitney Corp. 0.01% Add +24.4% 2,343 $679K
Cove Private Wealth, LLC 0.24% Add +106.2% 2,336 $677K
Trust Co. of Toledo NA 0.07% No change 2,332 $676K
Aigen Investment Management, LP 0.09% New 2,324 $673K
Means Investment Co., Inc. 0.06% Add +0.0% 2,298 $666K
Farrell Financial LLC 0.45% Add +0.3% 2,296 $665K
Americana Partners, LLC 0.02% Add +55.5% 2,286 $662K
PFG Investments, LLC 0.04% Add +15.8% 2,273 $658K
Coign Capital Advisors LLC 0.45% Add +1.4% 2,272 $658K
Versor Investments LP 0.12% New 2,271 $658K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.2% 2,246 $651K
Mayflower Financial Advisors, LLC 0.09% Add +4.8% 2,246 $651K
Bell Bank 0.03% No change 2,225 $645K
G&S Capital LLC 0.26% Reduce -2.5% 2,222 $644K
Murphy, Middleton, Hinkle & Parker, Inc. 0.36% No change 2,132 $643K
Encompass Wealth Advisors, LLC 0.23% Add +0.1% 2,207 $639K
Steigerwald, Gordon & Koch Inc. 0.07% Reduce -0.5% 2,197 $637K
Blake Schutter Theil Wealth Advisors, LLC 0.72% No change 2,189 $634K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +12.8% 2,185 $633K
AlphaCore Capital LLC 0.02% Add +32.9% 2,173 $632K
American Trust 0.06% Reduce -9.1% 2,176 $630K
First City Capital Management, Inc. 0.36% Reduce -0.7% 2,172 $629K
Delta Investment Management, LLC 0.12% Add +1.7% 2,171 $629K
Brookstone Capital Management 0.01% Add +60.6% 2,160 $626K
Everhart Financial Group, Inc. 0.07% Add +9.1% 2,149 $623K
Trust Point Inc. 0.06% Add +80.9% 2,146 $622K
Patrick M Sweeney & Associates, Inc. 0.42% Add +2.6% 2,174 $617K
Triad Wealth Partners, LLC 0.12% New 2,127 $616K
YANKCOM Partnership 0.30% Add +2.5% 2,127 $616K
Baron Wealth Management LLC 0.22% Add +2.5% 2,119 $614K
Cidel Asset Management Inc. 0.04% Reduce -3.1% 2,119 $614K
Pflug Koory, LLC 0.31% Add +14.2% 2,118 $614K
Sound View Wealth Advisors Group, LLC 0.05% Add +11.4% 2,116 $613K
Sandy Cove Advisors, LLC 0.22% Add +0.1% 2,110 $611K
Graybill Wealth Management, LTD. 0.20% No change 2,110 $611K
Catalyst Funds Management Pty Ltd 0.17% Add +29.6% 2,100 $608K
Aaron Wealth Advisors LLC 0.06% Add +10.7% 2,089 $605K
Harbor Investment Advisory, LLC 0.05% Add +1.3% 2,088 $605K
Independent Financial Group, LLC 0.02% Add +0.1% 2,088 $605K
Foster Dykema Cabot & Partners, LLC 0.04% Add +18.9% 2,076 $603K
E&G Advisors, LLC 0.16% No change 2,080 $603K
Global X Japan Co., Ltd. 0.06% Reduce -8.6% 2,075 $601K
Crescent Sterling, Ltd. 0.67% Add +48.9% 2,064 $598K
SageView Advisory Group, LLC 0.02% New 2,244 $597K
Cardiff Park Advisors, LLC 0.05% Add +15.9% 2,060 $597K
Cerro Pacific Wealth Advisors LLC 0.17% Reduce -11.9% 2,054 $595K
Bolthouse Investments, LLC 0.59% No change 2,050 $594K
Cetera Trust Company, N.A 0.35% Add +2.0% 2,050 $594K
Strategic Financial Services, Inc. 0.03% No change 2,050 $594K
RFG Advisory, LLC 0.01% Reduce -23.6% 2,048 $593K
Valley Forge Investment Consultants Inc. Adv 0.19% No change 2,033 $589K
Abacus Planning Group, Inc. 0.09% Add +17.9% 2,032 $589K
Foundation Resource Management Inc. 0.09% No change 2,025 $587K
Liberty Square Wealth Partners LLC 0.20% No change 2,019 $585K
Manchester Capital Management LLC 0.08% Add +15.1% 2,019 $585K
Southport Management, L.L.C. 2.83% Add +100.0% 2,000 $579K
Simplicity Wealth,LLC 0.02% Add +194.7% 1,992 $577K
Center for Financial Planning, Inc. 0.07% Add +1.6% 1,981 $574K
AlTi Global, Inc. 0.01% Add +0.8% 1,974 $573K
Resonant Capital Advisors, LLC 0.04% Add +6.4% 1,968 $572K
Fosun International Ltd 0.16% No change 1,954 $566K
Country Club Bank 0.04% Add +4.8% 1,976 $563K
180 Wealth Advisors, LLC 0.08% Reduce -8.1% 1,942 $563K
Patron Partners, LLC 0.28% Add +4.5% 1,934 $560K
Cary Street Partners Investment Advisory LLC 0.27% Add +14.4% 1,930 $559K
Challenger Wealth Management 0.38% Add +5.6% 1,915 $555K
Ashton Thomas Private Wealth, LLC 0.02% Add +12.8% 1,906 $554K
Gladstone Institutional Advisory LLC 0.02% Reduce -3.8% 1,911 $554K
Shore Point Advisors, LLC 0.27% Add +0.1% 1,910 $553K
Gen-Wealth Partners Inc 0.21% Reduce -5.0% 1,899 $550K
Rede Wealth, LLC 0.20% Add +0.1% 1,897 $550K
Rothschild Investment LLC 0.03% Reduce -4.3% 1,887 $547K
Belpointe Asset Management LLC 0.02% Reduce -3.2% 1,885 $546K
Oakworth Capital, Inc. 0.04% Reduce -0.7% 1,879 $544K
Vantage Point Financial LLC 0.24% New 1,878 $544K
Hartford Funds Management Co LLC 0.05% New 1,876 $544K
Moneco Advisors, LLC 0.05% Add +3.5% 1,877 $544K
Strathmore Capital Advisors, Inc. 0.24% — 1,942 $544K
Strategic Wealth Partners, Ltd. 0.04% — 1,873 $543K
Tributary Capital Management, LLC 0.05% No change 1,870 $542K
Curat Global, LLC 0.52% No change 1,865 $540K
BSW Wealth Partners 0.07% Reduce -0.4% 1,864 $540K
Hara Capital LLC 0.33% No change 1,862 $539K
TKG Advisors, LLC 0.24% Add +2.7% 1,849 $536K
Wakefield Asset Management LLLP 0.15% No change 1,846 $535K
Hohimer Wealth Management, LLC 0.10% Reduce -2.4% 1,845 $535K
Clearstead Trust, LLC 0.10% Add +6.7% 1,844 $534K
Peak Planning Group, LLC 0.34% Reduce -29.6% 1,840 $533K
Stonebridge Capital Management Inc. 0.21% No change 1,826 $529K
SYM FINANCIAL Corp 0.06% Add +50.5% 1,825 $529K
Boston Family Office LLC 0.04% New 1,822 $528K
Oak Harvest Investment Services 0.07% No change 1,819 $527K
Machina Capital S.A.S. 0.11% New 1,817 $526K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -3.5% 1,810 $524K
Pinion Investment Advisors, LLC 0.18% New 1,807 $524K
Prosperity Consulting Group, LLC 0.04% Add +53.5% 1,800 $521K
Walleye Trading LLC 0.01% New 1,799 $521K
Modera Wealth Management, LLC 0.01% Reduce -1.5% 1,796 $520K
Wambolt & Associates, LLC 0.18% Add +1.1% 1,794 $520K
Investment Partners Asset Management, Inc. 0.36% Add +19.4% 1,789 $518K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.1% 1,788 $518K
HBK Sorce Advisory LLC 0.01% Add +19.5% 1,785 $517K
Cobblestone Capital Advisors LLC 0.03% No change 1,783 $517K
Firethorn Wealth Partners, LLC 0.22% Add +19.4% 1,782 $516K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -2.7% 1,780 $516K
Alta Advisers Ltd 0.18% No change 1,776 $515K
Pointe Capital Management LLC 0.27% No change 1,773 $514K
Peachtree Investment Partners, LLC 0.19% Add +161.2% 1,758 $509K
Legal Advantage Investments, Inc. 0.24% No change 1,750 $507K
Sage Private Wealth Group, LLC 0.32% Add +8.6% 1,748 $507K
Soltis Investment Advisors LLC 0.04% Add +21.1% 1,737 $503K
West Oak Capital, LLC 0.25% No change 1,735 $503K
Tower Bridge Advisors 0.05% No change 1,735 $503K
Avidian Wealth Enterprises, LLC 0.02% Add +5.2% 1,733 $502K
Evernest Financial Advisors, LLC 0.16% Add +48.6% 1,725 $500K
Earnest Partners LLC 0.00% Add +20.9% 1,724 $499K
Independence Bank of Kentucky 0.07% Reduce -12.4% 1,717 $497K
Aspire Growth Partners LLC 0.41% Reduce -0.6% 1,715 $497K
FLC Capital Advisors 0.10% Add +0.2% 1,714 $497K
Wetzel Investment Advisors, Inc. 0.23% Reduce -7.5% 1,705 $496K
Crux Wealth Advisors 0.21% Reduce -54.1% 1,710 $496K
Atlas Capital Advisors Inc. 0.06% Reduce -1.6% 1,710 $495K
Associated Banc-Corp 0.01% Reduce -1.4% 1,709 $495K
Goelzer Investment Management, Inc. 0.03% No change 1,707 $495K
Sentinel Trust Co. Lba 0.05% No change 1,705 $494K
Chilton Investment Co. Inc. 0.01% Reduce -22.9% 1,705 $494K
Bingham Private Wealth, LLC 0.47% New 1,703 $493K
Brookwood Investment Group LLC 0.08% New 1,699 $492K
Dagco, Inc. 0.14% No change 1,695 $491K
Okabena Investment Services Inc. 0.11% No change 1,692 $490K
Sowell Financial Services LLC 0.02% Reduce -22.8% 1,688 $489K
Evermay Wealth Management LLC 0.06% Add +2.3% 1,684 $489K
L2 Asset Management, LLC 0.08% Add +4.6% 1,669 $484K
Banque Pictet & Cie SA 0.01% No change 1,665 $482K
First County Bank 0.26% Reduce -3.9% 1,662 $482K
Gries Financial LLC 0.09% Add +4.8% 1,659 $481K
Phillips Wealth Planners LLC 0.43% Add +0.2% 1,705 $477K
AssuredPartners Investment Advisors, LLC 0.12% Reduce -65.9% 1,645 $477K
Calydon Capital 0.05% Add +100.0% 1,622 $470K
Eagle Bluffs Wealth Management LLC 0.22% Add +0.2% 1,616 $470K
Spire Wealth Management 0.02% Reduce -26.7% 1,615 $468K
Berkeley Capital Partners, LLC 0.12% Reduce -2.8% 1,609 $466K
Salvus Wealth Management, LLC 0.27% New 1,608 $466K
American Institute for Advanced Investment Management, LLP 0.33% Add +6.4% 1,575 $465K
Revisor Wealth Management LLC 0.17% Reduce -2.1% 1,652 $464K
Gateway Investment Advisers LLC 0.01% Reduce -2.0% 1,596 $462K
Private Wealth Asset Management, LLC 0.06% Reduce -0.6% 1,596 $462K
Angeles Wealth Management, LLC 0.03% Add +17.4% 1,593 $462K
Advisory Alpha, LLC 0.01% Reduce -0.2% 1,582 $459K
World Equity Group, Inc. 0.12% Reduce -0.8% 1,578 $457K
Bank of New Hampshire 0.11% No change 1,577 $457K
44 Wealth Management LLC 0.16% Add +5.1% 1,572 $455K
Interchange Capital Partners, LLC 0.10% Add +9.7% 1,566 $454K
Sawgrass Asset Management LLC 0.05% Add +8.5% 1,563 $453K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.3% 1,561 $452K
Ellevest, Inc. 0.07% Reduce -3.2% 1,560 $452K
Linscomb Wealth, Inc. 0.02% Reduce -9.6% 1,554 $450K
Brown Financial Advisors 0.17% Reduce -2.0% 1,547 $448K
CI Investments Inc. 0.00% Reduce -94.1% 1,546 $448K
Heron Bay Capital Management 0.09% No change 1,545 $448K
Palisade Asset Management, LLC 0.04% No change 1,541 $446K
Broyhill Asset Management, LLC 0.40% No change 1,535 $445K
Focus Financial Network, Inc. 0.02% Add +19.6% 1,519 $442K
Paradigm Capital Management, LLC 0.44% Add +3.4% 1,520 $440K
Orange Investment Advisors, Inc. 0.05% Add +2.4% 1,516 $439K
MFA Wealth Services 0.33% Reduce -0.4% 1,516 $439K
IFC Advisors LLC 0.08% Add +0.1% 1,512 $438K
Roberts Glore & Co. Inc. 0.13% Add +0.3% 1,511 $438K
Steinberg Asset Management LLC 0.32% No change 1,500 $436K
Alerus Financial NA 0.03% Reduce -1.9% 1,496 $433K
Transamerica Financial Advisors, LLC 0.04% Add +3.8% 1,495 $433K
Quotient Wealth Partners, LLC 0.01% Add +5.1% 1,494 $433K
3Chopt Investment Partners, LLC 0.10% Add +91.4% 1,487 $432K
MQS Management LLC 0.24% New 1,479 $428K
Atom Investors LP 0.04% New 1,472 $426K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +0.1% 1,462 $424K
Tectonic Advisors LLC 0.02% Add +0.3% 1,457 $422K
Integrated Advisors Network LLC 0.02% Add +45.4% 1,457 $422K
Copley Financial Group, Inc. 0.31% Reduce -9.5% 1,457 $422K
Turtle Creek Wealth Advisors, LLC 0.05% New 1,456 $422K
CWS Financial Advisors, LLC 0.12% Add +60.8% 1,449 $420K
Voya Financial Advisors, Inc. 0.04% Reduce -4.1% 1,472 $420K
UNIVEST FINANCIAL Corp 0.03% No change 1,448 $420K
Elevation Point Wealth Partners, LLC 0.03% Reduce -4.1% 1,443 $418K
Harbour Investments, Inc. 0.01% Reduce -6.3% 1,441 $417K
Forvis Mazars Wealth Advisors, LLC 0.01% New 1,439 $417K
Clearview Wealth Advisors LLC 0.29% Reduce -0.4% 1,434 $415K
Family Manage LLC 0.06% Add +1.0% 1,425 $413K
Childress Capital Advisors, LLC 0.10% Add +14.2% 1,421 $412K
Smithfield Trust Co 0.02% No change 1,414 $409K
Iron Gate Global Advisors LLC 0.05% New 1,405 $408K
Atlanta Consulting Group Advisors, LLC 0.11% No change 1,394 $405K
Freedom Investment Management, Inc. 0.03% Reduce -18.8% 1,396 $404K
Weik Capital Management 0.16% No change 1,395 $404K
Paces Ferry Wealth Advisors, LLC 0.19% Reduce -2.8% 1,394 $404K
Sivia Capital Partners, LLC 0.14% Add +14.4% 1,392 $403K
Carson Advisory Inc. 0.26% Add +0.6% 1,388 $402K
Councilmark Asset Management, LLC 0.25% No change 1,387 $402K
DGS Capital Management, LLC 0.08% Add +6.1% 1,383 $401K
Dohj, LLC 0.12% New 1,408 $401K
Diversify Advisory Services, LLC 0.02% Add +86.7% 1,482 $400K
USA Financial Formulas 0.07% Add +0.3% 1,380 $400K
Savvy Advisors, Inc. 0.03% Add +28.5% 1,380 $400K
Strategy Asset Managers LLC 0.07% Add +2.9% 1,378 $399K
Bridgewater Advisors Inc. 0.03% Reduce -0.5% 1,481 $398K
Purkiss Capital Advisors LLC 0.22% New 1,361 $394K
waypoint wealth counsel 0.19% New 1,356 $393K
State of Wyoming 0.05% Reduce -11.4% 1,356 $393K
111 Capital 0.07% New 1,355 $393K
Drive Wealth Management, LLC 0.09% Add +4.6% 1,350 $392K
Vicus Capital 0.03% Reduce -7.8% 1,350 $391K
Hemenway Trust Co LLC 0.03% Reduce -0.7% 1,345 $390K
Courier Capital LLC 0.02% No change 1,344 $389K
Northern Financial Advisors Inc 0.29% Reduce -2.8% 1,340 $388K
Burling Wealth Partners, LLC 0.07% Reduce -2.5% 1,340 $388K
Bollard Group LLC 0.01% Add +3.9% 1,340 $388K
Stratos Investment Management, LLC 0.02% Add +1.1% 1,337 $387K
Moss Adams Wealth Advisors LLC 0.04% Add +20.4% 1,327 $386K
PGIM Custom Harvest LLC 0.01% Add +1.4% 1,329 $385K
Tyche Wealth Partners LLC 0.08% No change 1,326 $384K
Aspiriant, LLC 0.01% Add +60.1% 1,326 $384K
RMR Capital Management, LLC 0.27% No change 1,325 $384K
Vermillion & White Wealth Management Group, LLC 0.25% Add +3.8% 1,324 $384K
BostonPremier Wealth LLC 0.21% No change 1,323 $383K
Strategic Advisors LLC 0.08% Add +0.3% 1,318 $382K
Nicolet Advisory Services, LLC 0.03% Reduce -1.9% 1,421 $380K
Forte Capital LLC 0.04% Add +44.0% 1,310 $380K
Sage Financial Management Group, Inc. 0.13% No change 1,300 $377K
Sfmg, LLC 0.03% Reduce -1.4% 1,301 $377K
Bison Wealth, LLC 0.03% New 1,352 $376K
Empower Advisory Group, LLC 0.00% Reduce -5.0% 1,296 $375K
Portside Wealth Group, LLC 0.06% Add +13.0% 1,295 $375K
Klingman & Associates, LLC 0.02% Add +52.5% 1,290 $374K
BankPlus Trust Department 0.11% Add +49.7% 1,289 $373K
Tandem Wealth Advisors LLC 0.18% Reduce -10.8% 1,281 $371K
Nordwand Advisors, LLC 0.06% New 1,281 $371K
Foundations Investment Advisors, LLC 0.01% Add +23.3% 1,279 $371K
Cornerstone Advisory, LLC 0.04% Add +2.0% 1,278 $370K
BlackDiamond Wealth Management, LLC 0.21% Reduce -6.4% 1,278 $370K
Dearborn Partners LLC 0.02% New 1,276 $370K
Kathmere Capital Management, LLC 0.03% Add +52.0% 1,274 $369K
Waddell & Associates, LLC 0.04% New 1,270 $368K
Baker Avenue Asset Management, LP 0.01% Add +11.8% 1,255 $364K
Titleist Asset Management, LLC 0.04% Add +0.2% 1,254 $363K
Wynn Capital, LLC 0.19% No change 1,251 $362K
Sicart Associates LLC 0.13% Reduce -10.1% 1,250 $362K
Quaker Wealth Management, LLC 0.12% — 1,247 $361K
Norway Savings Bank 0.18% No change 1,243 $360K
StrongBox Wealth, LLC 0.14% Add +4.8% 1,243 $360K
Sterling Capital Management LLC 0.01% Add +2.4% 1,243 $360K
Gitterman Wealth Management, LLC 0.08% New 1,241 $360K
Prestige Wealth Management Group LLC 0.07% Reduce -12.7% 1,236 $359K
Stanley-Laman Group, Ltd. 0.05% Add +14.8% 1,237 $358K
GTS Securities LLC 0.02% Reduce -48.0% 1,232 $357K
KPP Advisory Services LLC 0.06% Reduce -0.2% 1,230 $356K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +2.2% 1,229 $356K
Park Edge Advisors, LLC 0.09% No change 1,224 $355K
NWF Advisory Services Inc. 0.04% Add +14.1% 1,221 $354K
Broadwater Capital Management LLC 0.27% Add +28872.0% 353,458 $353K
Elgethun Capital Management 0.07% No change 1,219 $353K
Burke & Herbert Bank & Trust Co. 0.08% No change 1,208 $350K
Promethium Advisors,llc 0.21% No change 1,203 $350K
Discipline Wealth Solutions, LLC 0.13% No change 1,206 $349K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.4% 1,205 $349K
Wealth Effects LLC 0.13% Reduce -2.0% 1,205 $349K
Moment Partners, LLC 0.07% Add +0.6% 1,203 $349K
SummitTX Capital, L.P. 0.02% New 1,200 $348K
HUB Investment Partners, LLC 0.01% Add +23.5% 1,200 $348K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -3.3% 1,196 $348K
RFG - Bristol Wealth Advisors, LLC 0.11% Add +0.1% 1,198 $347K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,192 $345K
Walleye Capital LLC 0.00% Reduce -10.7% 1,192 $345K
Carret Asset Management, LLC 0.04% No change 1,191 $345K
Argyle Capital Partners, LLC 0.28% No change 1,188 $344K
Spirepoint Private Client, LLC 0.04% No change 1,185 $343K
Regal Investment Advisors LLC 0.03% Add +39.5% 1,184 $343K
Earned Wealth Advisors, LLC 0.07% Add +11.0% 1,183 $343K
Sax Wealth Advisors, LLC 0.02% Add +74.9% 1,179 $342K
South Plains Financial, Inc. 0.24% Add +21.7% 1,179 $342K
Fiduciary Family Office, LLC 0.11% Add +46.9% 1,175 $340K
Farmers National Bank 0.09% Reduce -2.8% 1,175 $340K
Breakwater Capital Group 0.06% No change 1,170 $339K
Ameritas Advisory Services, LLC 0.02% Add +10.7% 1,165 $338K
Advyzon Investment Management, LLC 0.07% Add +12.5% 1,164 $337K
Octavia Wealth Advisors, LLC 0.04% New 1,158 $337K
Pacific Capital Wealth Advisors, Inc. 0.06% Reduce -1.5% 1,202 $337K
Reliant Investment Partners, LLC 0.29% No change 1,160 $336K
RBA Wealth Management, LLC 0.12% Reduce -1.5% 1,155 $335K
Cromwell Holdings LLC 0.20% No change 1,146 $333K
Veltria Advisors Corp. 0.22% Add +20.5% 1,140 $330K
Essential Partners LLC 0.13% — 1,139 $330K
Sentry Investment Management LLC 0.18% No change 1,177 $329K
Summit Securities Group LLC 0.12% New 1,127 $327K
JT Stratford LLC 0.05% Add +3.5% 1,127 $327K
Stone House Investment Management, LLC 0.06% Add +0.3% 1,126 $326K
LaSalle St. Investment Advisors, LLC 0.09% Reduce -18.2% 1,126 $326K
RB Capital Management, LLC 0.08% Add +2.5% 1,124 $326K
RiverFront Investment Group, LLC 0.01% Add +27.1% 1,124 $326K
J.Safra Asset Management Corp 0.02% Add +0.1% 1,124 $326K
Naviter Wealth, LLC 0.04% Add +11.7% 1,110 $323K
LeClair Wealth Partners LLC 0.22% No change 1,108 $321K
Aprio Wealth Management, LLC 0.04% Add +9.6% 1,105 $320K
Renaissance Group LLC 0.01% Reduce -13.2% 1,101 $319K
Sompo Asset Management Co., Ltd. 0.05% Add +26.7% 1,090 $316K
Money Concepts Capital Corp. 0.02% Reduce -40.7% 1,088 $315K
Founders Financial Alliance, LLC 0.07% Add +0.1% 1,087 $315K
Alpha Family Trust 0.15% No change 1,080 $313K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -34.4% 1,080 $313K
Lockerman Financial Group, Inc. 0.42% New 1,079 $313K
Zullo Investment Group, Inc. 0.13% Add +0.6% 1,077 $312K
Cypress Capital Group 0.04% Add +0.5% 1,074 $311K
Reynders McVeigh Capital Management, LLC 0.02% Add +0.5% 1,074 $311K
Valtrion Capital Management, LLC 0.37% No change 1,059 $307K
Guardian Wealth Advisors, LLC / NC 0.02% Add +2.6% 1,056 $306K
Guardian Wealth Advisors, LLC 0.18% Add +2.0% 1,050 $304K
WoodTrust Financial Corp 0.04% Add +7.2% 1,047 $303K
Integrated Investment Consultants, LLC 0.06% New 1,045 $303K
VeraBank, N.A. 0.06% No change 1,039 $301K
Ascentis Wealth Management, LLC 0.08% Reduce -60.6% 1,036 $300K
MCF Advisors LLC 0.02% No change 1,031 $300K
Duncker Streett & Co. Inc. 0.05% No change 1,032 $299K
Aware Super Pty Ltd as trustee of Aware Super 0.00% No change 1,032 $299K
IMZ Advisory Inc 0.12% Add +4.0% 1,088 $298K
Parthenon LLC 0.03% No change 1,027 $298K
Souders Financial Advisors 0.04% Add +48.2% 1,024 $297K
McLean Asset Management Corp 0.08% Add +2.8% 1,059 $297K
Everpar Advisors LLC 0.13% Add +40.0% 1,023 $296K
Trust Co 0.03% No change 1,023 $296K
Syverson Strege & Co 0.07% New 1,021 $296K
Financial Advisors, LLC 0.06% No change 1,020 $296K
J. Safra Sarasin Holding AG 0.01% New 1,015 $294K
Atwater Malick LLC 0.09% No change 1,010 $293K
Quent Capital, LLC 0.03% Add +7.6% 1,004 $291K
American National Bank & Trust 0.03% No change 1,003 $291K
Autumn Glory Partners, LLC 0.14% No change 1,000 $290K
Levin Capital Strategies, L.P. 0.03% New 1,000 $290K
RBF Capital, LLC 0.01% No change 1,000 $290K
Norden Group LLC 0.03% Add +25.2% 998 $289K
Foster Group, Inc. 0.01% Add +13.6% 993 $288K
Three Bridge Wealth Advisors, LLC 0.08% New 991 $287K
CYBER HORNET ETFs LLC 0.21% Reduce -1.0% 987 $286K
Rainier Family Wealth Inc. 0.29% Reduce -15.3% 987 $286K
Dover Advisors, LLC 0.13% No change 984 $285K
Wealth Management Associates, Inc. 0.11% No change 982 $285K
M.E. Allison & Co., Inc. 0.23% No change 978 $283K
Disciplined Investors, L.L.C. 0.22% Add +0.2% 976 $283K
Womack Financial LLC 0.23% No change 973 $282K
Planned Solutions, Inc. 0.11% Reduce -0.2% 970 $281K
Pure Financial Advisors, LLC 0.00% New 969 $281K
May Hill Capital, LLC 0.09% Add +8.3% 969 $281K
Advus Financial Partners, LLC 0.07% Add +2.7% 966 $280K
E Fund Management Co., Ltd. 0.01% No change 964 $279K
Busey Bank 0.01% Add +15.7% 964 $279K
Genesis Private Wealth, LLC 0.13% Add +1.4% 957 $277K
Echo45 Advisors LLC 0.17% Add +4.3% 957 $277K
McIlrath & Eck, LLC 0.03% No change 956 $277K
Somerset Group LLC 0.23% No change 954 $276K
FDx Advisors, Inc. 0.08% Reduce -0.1% 951 $276K
Mill Creek Capital Advisors, LLC 0.01% Reduce -17.9% 948 $275K
Harrington Investments, INC 0.14% No change 943 $273K
San Luis Wealth Advisors LLC 0.06% Add +0.2% 941 $273K
CVA Family Office, LLC 0.04% Reduce -0.6% 938 $272K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Add +17.5% 932 $271K
Heritage Wealth Advisors 0.01% No change 935 $271K
Full Sail Capital, LLC 0.02% New 935 $271K
Zacks Investment Management 0.00% Add +4.6% 932 $270K
Capital Analysts, LLC 0.01% Reduce -0.1% 932 $270K
Samalin Investment Counsel, LLC 0.10% Reduce -2.5% 931 $270K
Affinity Wealth Management LLC 0.04% Reduce -11.7% 931 $270K
Diligent Investors, LLC 0.06% No change 931 $270K
Barlow Wealth Partners, LLC 0.03% Add +2.5% 960 $269K
Binnacle Investments Inc 0.17% Add +0.3% 928 $269K
Omnia Family Wealth, LLC 0.10% Add +16.9% 921 $268K
Verum Partners LLC 0.06% Reduce -0.2% 923 $268K
BlueChip Wealth Advisors LLC 0.11% No change 921 $267K
Bank of Hawaii 0.01% Reduce -67.7% 917 $266K
Essex LLC 0.05% No change 916 $265K
Trilogy Capital Inc. 0.01% Reduce -0.9% 916 $265K
Kornitzer Capital Management Inc. 0.01% Reduce -1.3% 915 $265K
TFB Advisors LLC 0.07% New 912 $264K
Sunbelt Securities, Inc. 0.02% Reduce -48.3% 955 $264K
Arlington Trust Co LLC 0.05% Reduce -26.8% 910 $264K
Parcion Private Wealth LLC 0.02% Add +30.3% 907 $263K
New England Professional Planning Group Inc. 0.12% Reduce -13.5% 906 $262K
Fiduciary Alliance LLC 0.02% Add +7.2% 905 $262K
Seed Wealth Management, Inc. 0.20% No change 905 $262K
Mizuho Markets Americas LLC 0.01% Reduce -82.3% 905 $262K
Capstone Investment Advisors, LLC 0.00% Add +14.0% 902 $261K
Aua Capital Management, LLC 0.16% No change 900 $261K
Financial Insights, Inc. 0.10% Add +7.4% 899 $260K
Accredited Investors Inc. 0.02% No change 893 $259K
Kidder Stephen W 0.08% Add +7.2% 890 $258K
Sunflower Bank, N.A. 0.07% Reduce -1.7% 890 $258K
Northeast Planning Associates, Inc. / NH / 0.24% No change 889 $258K
Intrua Financial, LLC 0.04% Add +13.3% 889 $257K
Visionary Wealth Advisors 0.01% Reduce -12.7% 888 $257K
GHP Investment Advisors, Inc. 0.01% Add +10.8% 885 $256K
Continuum Advisory, LLC 0.03% Add +449.7% 885 $256K
Cullinan Associates Inc. 0.02% No change 882 $256K
Global Assets Advisory, LLC 0.10% New 881 $255K
Kensington Investment Counsel, LLC 0.11% No change 880 $255K
MBB Public Markets I LLC 0.03% Reduce -18.6% 879 $255K
Pacifica Partners Inc. 0.10% Add +4.7% 890 $254K
Altfest L J & Co. Inc. 0.03% Add +5.6% 873 $253K
Jefferies Financial Group Inc. 0.00% No change 872 $253K
QTR Family Wealth, LLC 0.16% New 871 $252K
Abel Hall, LLC 0.12% Reduce -0.5% 870 $252K
LaFleur & Godfrey LLC 0.03% Reduce -10.3% 868 $251K
CreativeOne Wealth, LLC 0.01% Add +6.9% 867 $251K
Excalibur Management Corp. 0.09% Add +0.3% 866 $251K
Sargent Investment Group, LLC 0.03% Reduce -21.3% 927 $250K
New Republic Capital, LLC 0.09% Add +6.3% 859 $250K
Optas, LLC 0.05% Add +0.8% 861 $249K
Beck Mack & Oliver LLC 0.00% No change 858 $249K
Richardson Financial Services Inc. 0.17% Add +135.3% 854 $247K
Goldstein Advisors, LLC 0.03% Reduce -64.1% 850 $246K
Balentine LLC 0.01% Add +7.5% 850 $246K
Fairfield, Bush & Co. 0.14% Reduce -1.7% 845 $245K
Princeton Capital Management LLC 0.07% Add +10.2% 843 $244K
WT Wealth Management 0.07% No change 842 $244K
First American Trust, FSB 0.02% Add +3.7% 841 $244K
My Legacy Advisors, LLC 0.09% New 867 $243K
Linden Thomas Advisory Services, LLC 0.03% Reduce -2.4% 839 $243K
Versant Capital Management, Inc 0.04% Add +12.7% 837 $242K
BIP Wealth, LLC 0.01% Reduce -25.7% 834 $242K
PBMares Wealth Management LLC 0.04% Add +12.9% 833 $241K
Ancora Advisors LLC 0.01% Add +4.4% 829 $240K
Novem Group 0.03% Reduce -1.9% 828 $240K
Barry Investment Advisors, LLC 0.06% Add +0.2% 824 $240K
Salzhauer Michael 0.15% No change 824 $239K
Fortitude Advisory Group L.L.C. 0.14% Add +3.3% 824 $239K
Financial Management Professionals, Inc. 0.03% Reduce -12.5% 821 $239K
Rodgers Brothers Inc. 0.03% No change 823 $238K
Charter Research & Investment Group, Inc. 0.18% No change 820 $238K
Poehling Capital Management, INC. 0.06% Reduce -0.1% 819 $237K
Leuthold Group, LLC 0.03% No change 819 $237K
Convergence Investment Partners, LLC 0.06% Reduce -3.9% 817 $237K
Mendel Money Management 0.10% Reduce -1.2% 812 $235K
MBL Wealth, LLC 0.02% Reduce -5.1% 812 $235K
Alexander Labrunerie & Co., Inc. 0.10% No change 811 $235K
Revolve Wealth Partners, LLC 0.03% Add +2.8% 811 $235K
Root Financial Partners, LLC 0.02% New 811 $235K
Morton Capital Management LLC 0.04% New 809 $235K
Capital Investment Advisory Services, LLC 0.02% Reduce -16.2% 809 $234K
Gentry Private Wealth, LLC 0.18% New 807 $234K
AGH Wealth Advisors, LLC 0.19% Reduce -1.6% 807 $234K
Signet Financial Management, LLC 0.03% Add +1.5% 806 $234K
Bragg Financial Advisors, Inc 0.01% Reduce -2.2% 806 $234K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.9% 806 $234K
Wayfinding Financial, LLC 0.10% Reduce -5.9% 872 $233K
D'Orazio & Associates, Inc. 0.03% Add +5.2% 804 $233K
Rainey & Randall Wealth Advisors Inc. 0.04% No change 800 $233K
Clark Estates Inc. 0.05% No change 800 $232K
Midland Wealth Advisors, LLC 0.01% Reduce -5.0% 799 $231K
Clear Creek Financial Management, LLC 0.02% Reduce -13.3% 795 $230K
Longboard Asset Management, LP 0.57% No change 794 $230K
Bill Few Associates, Inc. 0.06% Add +5.3% 791 $229K
Maia Wealth LLC 0.04% Add +1.2% 788 $228K
James J. Burns & Company, LLC 0.04% Reduce -1.4% 787 $228K
Copperwynd Financial, LLC 0.06% Add +9.9% 786 $228K
Climber Capital SA 0.15% Reduce -6.0% 789 $227K
Rise Advisors, LLC 0.09% Reduce -6.8% 784 $227K
Prossimo Advisors, LLC 0.18% Add +5.4% 783 $227K
Avantax Planning Partners, Inc. 0.01% Reduce -0.3% 781 $226K
Accuvest Global Advisors 0.15% New 780 $226K
McAdam, LLC 0.01% Add +3.2% 780 $226K
Scott Marsh Financial, LLC 0.08% — 778 $225K
Gould Asset Management LLC 0.04% Add +3.8% 774 $224K
Jacobsen Capital Management 0.08% Add +5.3% 773 $224K
Bedel Financial Consulting, Inc. 0.03% Reduce -3.1% 773 $224K
Leelyn Smith, LLC 0.04% No change 770 $223K
Apella Capital, LLC 0.01% New 790 $221K
New Perspectives, Inc 0.11% No change 762 $221K
Wellington Shields & Co., LLC 0.06% No change 761 $220K
Medallion Wealth Advisors, LLC 0.09% No change 760 $220K
Weatherly Asset Management L. P. 0.02% Add +1.9% 754 $219K
Provenance Wealth Advisors, LLC 0.03% No change 756 $219K
Prelude Capital Management, LLC 0.02% New 756 $219K
SteelPeak Wealth, LLC 0.01% Add +2.6% 752 $219K
LWM Advisory Services, LLC 0.15% No change 752 $218K
Westover Capital Advisors, LLC 0.04% No change 750 $217K
Innova Wealth Partners 0.13% Add +12.5% 748 $217K
Cadence Bank 0.01% Add +0.7% 747 $216K
Godshalk Welsh Capital Management, Inc. 0.13% No change 740 $214K
Kavar Capital Partners Group, LLC 0.03% No change 740 $214K
Symphony Financial, Ltd. Co. 0.03% New 1,985 $214K
Crown Wealth Group, LLC 0.08% Reduce -7.0% 739 $214K
Thrive Wealth Management, LLC 0.03% Reduce -0.9% 738 $214K
Tactive Advisors, LLC 0.07% — 737 $214K
Allstate Corp. 0.02% Reduce -93.7% 737 $214K
CoreCap Advisors, LLC 0.01% Reduce -24.4% 736 $213K
Fiduciary Financial Group, LLC 0.04% Reduce -0.9% 736 $213K
Wedge Capital Management L L P 0.00% Reduce -10.1% 734 $213K
Ewa, LLC 0.07% New 732 $212K
Salem Investment Counselors Inc. 0.01% Add +7.5% 729 $212K
US Asset Management LLC 0.18% No change 730 $211K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -3.0% 730 $211K
Washington Capital Management, Inc. 0.16% No change 728 $211K
Tiemann Investment Advisors, LLC 0.09% No change 726 $210K
Hoxton Planning & Management, LLC 0.07% Add +0.4% 726 $210K
Sharp Wealth Advisory, LLC 0.14% New 725 $210K
United Community Bank 0.07% Reduce -4.5% 724 $210K
Enhancing Capital LLC 0.16% No change 722 $209K
Dodge & Cox 0.00% No change 722 $209K
Chapin Davis, Inc. 0.06% Reduce -8.0% 721 $209K
Aspen Grove Capital, LLC 0.04% Add +8.3% 718 $209K
NTV Asset Management LLC 0.02% No change 718 $208K
Inlet Private Wealth, LLC 0.05% Add +0.7% 715 $207K
Invst, LLC 0.03% Reduce -0.8% 714 $207K
BLB&B Advisors, LLC 0.01% Reduce -11.2% 712 $206K
Mosaic Financial Group, LLC 0.16% No change 712 $206K
Compass Ion Advisors, LLC 0.02% Add +0.4% 710 $206K
Tranquility Partners, LLC 0.07% No change 710 $206K
Westbourne Investments, Inc. 0.11% No change 708 $205K
Traynor Capital Management, Inc. 0.01% New 706 $204K
Chancellor Financial Group WB LP 0.16% No change 705 $204K
Raab & Moskowitz Asset Management LLC 0.05% No change 704 $204K
Southeast Asset Advisors, LLC 0.02% Add +1.6% 704 $204K
Fielder Capital Group LLC 0.05% New 702 $203K
Smith Shellnut Wilson LLC 0.09% Reduce -40.2% 700 $203K
Sapient Capital LLC 0.00% Reduce -7.9% 697 $203K
Facet Wealth, Inc. 0.00% New 757 $201K
Lynch & Associates 0.04% New 692 $201K
Bruce G. Allen Investments, LLC 0.15% Reduce -18.3% 692 $200K
Pavion Blue Capital, LLC 0.09% No change 691 $200K
Five Oceans Advisors 0.09% Add +1.2% 691 $200K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +29.9% 678 $197K
First Command Advisory Services, Inc. 0.00% Reduce -0.4% 676 $196K
GPS Wealth Strategies Group, LLC 0.02% Add +0.6% 668 $194K
Delta Asset Management LLC 0.02% No change 667 $193K
Aviso Financial Inc. 0.01% Add +3.9% 661 $192K
GW&K Investment Management, LLC 0.00% Add +4.3% 658 $191K
Virtus Advisers, LLC 0.11% No change 617 $179K
Colonial Trust Co / SC 0.03% Add +0.2% 607 $176K
CoreFirst Bank & Trust 0.10% New 599 $174K
Atticus Wealth Management, LLC 0.05% Add +433.6% 587 $170K
ORG Partners LLC 0.04% Add +5.0% 891 $169K
Rexford Capital Inc. 0.14% — 583 $169K
Deseret Mutual Benefit Administrators 0.08% No change 556 $161K
SBI Securities Co., Ltd. 0.00% Reduce -4.4% 538 $156K
Fortitude Family Office, LLC 0.05% Add +38.1% 518 $150K
Horizon Bancorp Inc. 0.07% New 500 $145K
Golden State Wealth Management, LLC 0.02% Reduce -10.9% 489 $142K
Dakota Community Bank & Trust NA 0.63% Add +7.0% 486 $141K
Blue Bell Private Wealth Management, LLC 0.02% No change 486 $141K
Aventura Private Wealth, LLC 0.06% Reduce -0.4% 475 $138K
Brown, Lisle/Cummings, Inc. 0.04% No change 470 $136K
Hantz Financial Services, Inc. 0.00% Add +68.3% 468 $136K
LMR Partners LLP 0.00% New 450 $130K
Creative Financial Designs Inc. 0.01% Reduce -29.8% 432 $125K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 430 $125K
Avalon Trust Co 0.01% Reduce -10.9% 426 $123K
General Partner, Inc. 0.07% No change 425 $123K
Kathleen S. Wright Associates Inc. 0.05% No change 420 $122K
Birchbrook, Inc. 0.06% No change 413 $120K
Reyes Financial Architecture, Inc. 0.10% Add +27.0% 400 $116K
Arcadia Investment Management Corp. 0.02% No change 400 $116K
Proathlete Wealth Management LLC 0.04% No change 399 $116K
Mowery & Schoenfeld Wealth Management, LLC 0.19% No change 396 $115K
Mark Sheptoff Financial Planning, LLC 0.06% Add +9.4% 395 $114K
First Financial Corp. 0.05% No change 384 $111K
JFS Wealth Advisors, LLC 0.01% Add +1.3% 382 $111K
Avion Wealth 0.02% Add +8.6% 367 $106K
Pinnacle Bancorp, Inc. 0.03% Reduce -19.5% 364 $105K
Capula Management Ltd 0.00% Reduce -11.1% 361 $105K
Rosenberg Matthew Hamilton 0.02% No change 351 $102K
Bfsg, LLC 0.01% No change 345 $100K
Wealth Preservation Advisors, LLC 0.06% No change 340 $99K
2UniFi Bank 0.05% No change 331 $96K
Armstrong Advisory Group, Inc. 0.01% Add +61.5% 331 $96K
Thompson Investment Management, Inc. 0.01% No change 330 $96K
Anchor Investment Management, LLC 0.01% Reduce -1.5% 325 $94K
Indiana Trust & Investment Management Co 0.03% No change 313 $91K
Union Savings Bank 0.04% Reduce -23.8% 336 $89K
Physician Wealth Advisors, Inc. 0.01% Add +3.4% 306 $89K
Meeder Asset Management Inc. 0.01% Add +12.9% 306 $89K
Millstone Evans Group, LLC 0.06% Reduce -15.0% 305 $88K
Alpine Bank Wealth Management 0.01% No change 304 $88K
Lavaca Capital LLC 0.04% No change 300 $87K
Crews Bank & Trust 0.01% No change 298 $86K
Investors Research Corp 0.02% No change 297 $86K
Horizons Wealth Management 0.06% No change 282 $82K
Wood Tarver Financial Group, LLC 0.02% No change 282 $81K
Hemington Wealth Management 0.01% Add +4.4% 282 $81K
Park Square Financial Group, LLC 0.06% Add +13.1% 277 $80K
Mb, Levis & Associates, LLC 0.04% No change 277 $80K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.7% 275 $80K
Acima Private Wealth, LLC 0.03% No change 264 $76K
Pension & Wealth Management Advisors, Inc. 0.03% Add +32.0% 260 $76K
Salomon & Ludwin, LLC 0.01% Reduce -0.4% 269 $75K
Cove Street Capital, LLC 0.11% No change 260 $75K
Granite FO LLC 0.04% No change 260 $75K
Bell Investment Advisors, Inc 0.01% Add +11.3% 255 $74K
Caldwell Trust Co 0.01% Add +40.3% 254 $74K
Eisler Capital Management Ltd. 0.00% Add +1130.0% 246 $71K
OAKMONT Corp 0.01% No change 240 $70K
Global Trust Asset Management, LLC 0.04% No change 228 $66K
Boyd Watterson Asset Management LLC 0.02% No change 226 $65K
Beacon Capital Management, LLC 0.01% Add +8.8% 223 $65K
Front Row Advisors LLC 0.02% Reduce -78.9% 220 $64K
Addison Advisors LLC 0.02% No change 215 $62K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $62K
Twin Peaks Wealth Advisors, LLC 0.02% New 225 $61K
Sarver Vrooman Wealth Advisors 0.04% Reduce -24.7% 204 $59K
Olistico Wealth, LLC 0.03% Reduce -81.6% 200 $58K
Park Place Capital Corp 0.01% No change 200 $58K
North Star Investment Management Corp. 0.00% No change 191 $55K
Tompkins Financial Corp. 0.01% No change 189 $55K
Clean Yield Group 0.02% No change 187 $54K
NewSquare Capital LLC 0.00% Add +65.5% 187 $54K
TFC Financial Management, Inc. 0.01% Reduce -6.2% 183 $53K
Operose Advisors LLC 0.01% Add +13.8% 181 $52K
Archer Investment Corp 0.01% Reduce -0.6% 181 $52K
Old Second National Bank of Aurora 0.01% No change 180 $52K
ESL Trust Services, LLC 0.01% Reduce -10.0% 180 $52K
Ogorek Anthony Joseph /NY/ 0.02% No change 180 $52K
HHM Wealth Advisors, LLC 0.01% No change 179 $52K
JNBA Financial Advisors 0.01% No change 179 $52K
Main Street Group, LTD 0.02% Reduce -4.3% 176 $51K
Garde Capital, Inc. 0.00% Add +40.0% 175 $51K
Marshall & Sterling Wealth Advisors Inc. 0.03% Add +0.6% 173 $50K
Loomis Sayles & Co. L P 0.00% Add +169.8% 170 $49K
Scarborough Advisors, LLC 0.01% New 167 $48K
WPG Advisers, LLC 0.04% Add +48.2% 163 $47K
Sachetta, LLC 0.02% Add +3.9% 162 $47K
Bangor Savings Bank 0.00% Reduce -7.4% 162 $47K
Hurley Capital, LLC 0.03% No change 159 $46K
First United Bank & Trust 0.02% Reduce -17.2% 159 $46K
Key Financial Inc 0.01% Reduce -35.5% 156 $45K
Smallwood Wealth Investment Management, LLC 0.03% Add +2.0% 153 $44K
Hollencrest Capital Management 0.00% No change 152 $44K
Chilton Capital Management LLC 0.00% Reduce -10.1% 151 $44K
Westside Investment Management, Inc. 0.01% Add +733.3% 150 $43K
Intelligent Financial Strategies 0.02% No change 149 $43K
Trifecta Capital Advisors, LLC 0.01% Add +764.7% 147 $43K
Whipplewood Advisors, LLC 0.02% Add +13.3% 145 $42K
Albion Financial Group 0.00% No change 144 $42K
Access Investment Management LLC 0.01% — 142 $41K
Covestor Ltd 0.02% No change 142 $41K
Gables Capital Management Inc. 0.02% No change 140 $41K
Elevation Wealth Partners, LLC 0.02% No change 140 $41K
1248 Management, LLC 0.01% No change 137 $40K
Colonial Trust Advisors 0.00% Reduce -27.0% 135 $39K
Bogart Wealth, LLC 0.00% Reduce -8.8% 134 $39K
BOK Financial Private Wealth, Inc. 0.00% No change 132 $38K
Truvestments Capital LLC 0.01% Add +0.8% 132 $38K
Atwood & Palmer Inc. 0.00% No change 130 $38K
Sierra Ocean, LLC 0.03% Add +23.5% 126 $37K
Atlantic Private Wealth, LLC 0.02% No change 125 $36K
Kimelman & Baird, LLC 0.00% No change 125 $36K
Bank & Trust Co 0.03% No change 124 $36K
Tradewinds Capital Management, LLC 0.01% No change 123 $36K
Nova Wealth Management, Inc. 0.03% Reduce -22.4% 121 $35K
Maseco LLP 0.00% — 121 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 118 $34K
Valued Wealth Advisors LLC 0.02% Add +0.9% 115 $33K
SOA Wealth Advisors, LLC. 0.01% Reduce -15.8% 112 $32K
Wellington Shields Capital Management, LLC 0.01% No change 112 $32K
Glen Eagle Advisors, LLC 0.01% No change 112 $32K
VSM Wealth Advisory, LLC 0.01% New 110 $32K
Navera Investment Management Ltd. 0.00% No change 108 $31K
N.E.W. Advisory Services LLC 0.00% Reduce -49.8% 107 $31K
IMA Advisory Services, Inc. 0.00% Add +2.9% 105 $31K
Crowley Wealth Management, Inc. 0.03% No change 105 $30K
North Capital, Inc. 0.03% Add +18.4% 103 $30K
Opal Wealth Advisors, LLC 0.01% Add +20.2% 101 $29K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $29K
City Holding Co. 0.00% Reduce -49.5% 99 $29K
Kozak & Associates, Inc. 0.01% No change 100 $28K
Financial Perspectives, Inc 0.01% No change 94 $27K
Centennial Bank 0.01% Add +16.5% 92 $27K
Crewe Advisors LLC 0.00% Reduce -21.7% 90 $26K
Capital Advisors, Ltd. LLC 0.00% Reduce -3.3% 87 $25K
Abound Wealth Management 0.01% No change 86 $25K
Rossby Financial, LCC 0.01% Add +68.0% 84 $24K
MTM Investment Management, LLC 0.01% New 84 $24K
True Wealth Design, LLC 0.01% Add +70.8% 82 $24K
Cherry Tree Wealth Management, LLC 0.01% Reduce -31.9% 81 $23K
Howard Hughes Medical Institute 0.01% New 80 $23K
WealthTrak Capital Management LLC 0.02% Add +21.5% 79 $23K
Tortoise Investment Management, LLC 0.00% Add +29.5% 79 $23K
Ridgewood Investments LLC 0.01% Add +200.0% 78 $23K
Canton Hathaway, LLC 0.00% No change 76 $22K
Darwin Wealth Management, LLC 0.01% No change 75 $22K
Parvin Asset Management, LLC 0.02% No change 75 $22K
TOWER TRUST & INVESTMENT Co 0.01% No change 72 $21K
Toth Financial Advisory Corp. 0.00% Add +7.7% 70 $20K
Solstein Capital, LLC 0.01% New 69 $20K
Legend Financial Advisors, Inc. 0.01% New 63 $18K
Murphy & Mullick Capital Management Corp 0.01% No change 68 $18K
Iron Horse Wealth Management, LLC 0.01% No change 62 $18K
Kilter Group LLC 0.01% New 61 $18K
Cornerstone Planning Group LLC 0.00% Add +3.2% 65 $17K
Northwest Capital Management Inc 0.01% No change 59 $17K
FSA Wealth Management LLC 0.01% New 59 $17K
Redmont Wealth Advisors LLC 0.02% Add +107.1% 58 $17K
Painted Porch Advisors LLC 0.01% Reduce -9.4% 58 $17K
West Branch Capital LLC 0.01% No change 58 $17K
Centricity Wealth Management, LLC 0.01% No change 57 $17K
Plante Moran Financial Advisors, LLC 0.00% Add +612.5% 57 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 56 $16K
Proffitt & Goodson Inc. 0.00% No change 56 $16K
Tsfg, LLC 0.00% No change 55 $16K
CBIZ Investment Advisory Services, LLC 0.00% Add +800.0% 54 $16K
Copeland Capital Management, LLC 0.00% No change 54 $16K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 50 $14K
Navigoe, LLC 0.01% No change 50 $14K
Harbor Capital Advisors, Inc. 0.00% Add +23.7% 47 $14K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -59.3% 48 $14K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -36.8% 48 $14K
Raffa Wealth Management, LLC 0.00% Reduce -15.8% 48 $14K
Sound Income Strategies, LLC 0.00% Add +6.8% 47 $14K
Transce3nd, LLC 0.01% No change 47 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +31.4% 46 $13K
Copia Wealth Management 0.01% No change 45 $13K
Financial Network Wealth Advisors LLC 0.01% Add +16.7% 42 $12K
Frazier Financial Advisors, LLC 0.01% No change 41 $12K
Riggs Asset Managment Co. Inc. 0.00% Add +355.6% 41 $12K
Red Tortoise LLC 0.01% No change 39 $11K
Ameriflex Group, Inc. 0.01% Reduce -89.4% 39 $11K
IMG Wealth Management, Inc. 0.01% New 37 $11K
Curio Wealth, LLC 0.00% Add +3600.0% 37 $11K
Bare Financial Services, Inc 0.00% Add +362.5% 37 $11K
Cedar Mountain Advisors, LLC 0.00% No change 36 $10K
DT Investment Partners, LLC 0.00% No change 35 $10K
Dogwood Wealth Management LLC 0.00% Add +56.5% 36 $10K
Ulland Investment Advisors, LLC 0.01% No change 35 $10K
Keener Financial Planning LLC 0.01% No change 36 $10K
Hughes Financial Services, LLC 0.00% No change 36 $10K
Dunhill Financial, LLC 0.00% Reduce -2.9% 33 $10K
Hopwood Financial Services, Inc. 0.01% No change 33 $10K
Cranbrook Wealth Management, LLC 0.00% No change 32 $9K
Holos Integrated Wealth LLC 0.01% No change 34 $9K
Penserra Capital Management LLC 0.00% Reduce -99.5% 33 $9K
Private Wealth Management Group, LLC 0.00% No change 30 $9K
Mascoma Wealth Management LLC 0.00% No change 29 $8K
Silicon Valley Capital Partners 0.00% No change 28 $8K
Coston, McIsaac & Partners 0.00% No change 30 $8K
First PREMIER Bank 0.00% No change 25 $7K
Pandora Wealth, Inc. 0.00% New 23 $7K
Westend Capital Management, LLC 0.00% New 23 $7K
Total Investment Management Inc. 0.00% New 22 $6K
First Pacific Financial 0.00% No change 21 $6K
Family Legacy Financial Solutions, LLC 0.01% — 21 $6K
1620 Investment Advisors, Inc. 0.00% No change 21 $6K
High Note Wealth, LLC 0.00% No change 21 $6K
Stephens Consulting, LLC 0.00% Add +100.0% 20 $6K
Evolution Wealth Management Inc. 0.01% — 20 $6K
MPWM Advisory Solutions, LLC 0.00% No change 20 $6K
Carolina Wealth Advisors, LLC 0.00% No change 20 $6K
Aspect Partners, LLC 0.00% No change 20 $6K
Greykasell Wealth Strategies, Inc. 0.00% No change 20 $6K
Principia Wealth Advisory, LLC 0.00% Add +35.7% 19 $6K
Clark Wealth Partners 0.00% No change 19 $6K
William B. Walkup & Associates, Inc. 0.00% No change 17 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 19 $5K
Cape Investment Advisory, Inc. 0.00% New 17 $5K
Parkworth Wealth Management, Inc. 0.00% Add +220.0% 16 $5K
DHJJ Financial Advisors, Ltd. 0.00% Add +1500.0% 16 $5K
Global Wealth Strategies & Associates 0.00% Add +14.3% 16 $5K
Barnes Dennig Private Wealth Management LLC 0.01% New 15 $4K
Hager Investment Management Services, LLC 0.00% No change 15 $4K
Moser Wealth Advisors, LLC 0.00% New 15 $4K
Rialto Wealth Management, LLC 0.00% New 15 $4K
Highline Wealth Partners LLC 0.00% Add +7.7% 14 $4K
Adirondack Trust Co. 0.00% Add +27.3% 14 $4K
Centerpoint Advisors, LLC 0.00% New 14 $4K
Semmax Financial Advisors Inc. 0.00% No change 14 $4K
Decker Retirement Planning Inc. 0.00% New 13 $4K
Evergreen Private Wealth LLC 0.00% New 13 $4K
Fairscale Capital, LLC 0.00% No change 14 $4K
Motco 0.00% No change 14 $4K
Burkett Financial Services, LLC 0.00% No change 12 $3K
Kiker Wealth Management, LLC 0.00% No change 12 $3K
Activest Wealth Management 0.00% Add +9.1% 12 $3K
Talon Private Wealth, LLC 0.00% New 12 $3K
Luminist Capital LLC 0.00% New 12 $3K
New Millennium Group LLC 0.00% Reduce -47.8% 12 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 11 $3K
American Capital Advisory, LLC 0.00% Add +266.7% 11 $3K
Breakwater Investment Management 0.00% No change 10 $3K
Chesapeake Asset Management LLC 0.00% Reduce -28.6% 10 $3K
Raelipskie Partnership 0.00% No change 10 $3K
Legacy Investment Solutions, LLC 0.00% — 9 $3K
Legacy Wealth Managment, LLC 0.00% No change 9 $3K
S&T Bank 0.00% New 9 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 8 $2K
Bellwether Advisors, LLC 0.00% New 8 $2K
WealthCollab, LLC 0.00% No change 7 $2K
HFM Investment Advisors, LLC 0.00% Add +133.3% 7 $2K
North Ridge Wealth Advisors, Inc. 0.00% No change 6 $2K
PayPay Securities Corp 0.08% Add +100.0% 6 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
Tidemark, LLC 0.00% New 5 $1K
LGT Financial Advisors LLC 0.00% New 4 $1K
Redwood Park Advisors LLC 0.00% No change 4 $1K
Mid-American Wealth Advisory Group, Inc. 0.00% New 4 $1K
Strengthening Families & Communities, LLC 0.00% New 3 $869
DecisionPoint Financial, LLC 0.00% New 3 $869
PEAK6 LLC 0.00% Reduce -33.3% 2 $522
Financial Gravity Companies, Inc. 0.00% — 1 $290
Y.D. More Investments Ltd 0.00% Reduce -35.1% 339 $287

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