ChubbCB

13F holders, Q3 2025 (September 30)
1,924holders −32
119new positions
133sold out
13famous investors
$282.23avg. 13F price*

At the end of Q3 2025, 1,924 institutions reported holding Chubb Ltd. (CB) in their 13F filings, down 32 from Q2 2025. 119 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($10.3B), Berkshire Hathaway ($8.8B) and BlackRock, Inc. ($7.8B). 13 famous investors held it, including Warren Buffett (3.3% of Berkshire Hathaway's portfolio), Cliff Asness (0.5% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions119$625.9M
Exits133$1.2B

All 13F filers, Q2 2025 → Q3 2025: 18,764,544 shares bought and 26,522,888 shares sold, net −7,758,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,924 holders

Vanguard Group Inc. 0.15% Reduce -0.3% 36,625,861 $10.3B
Berkshire Hathaway 3.31% Add +15.9% 31,332,895 $8.8B
BlackRock, Inc. 0.14% Add +0.6% 27,684,622 $7.8B
State Street Corp. 0.17% Add +0.4% 17,045,793 $4.8B
FMR LLC 0.18% Reduce -11.2% 12,388,380 $3.5B
T. Rowe Price Associates Inc. 0.36% Reduce -15.8% 11,897,812 $3.4B
GQG Partners LLC 4.70% Add +10.3% 10,833,447 $3.1B
Capital World Investors 0.39% Reduce -16.9% 9,978,787 $2.8B
Geode Capital Management, LLC 0.16% Add +1.1% 8,909,944 $2.5B
Wellington Management Group LLP 0.40% Reduce -0.4% 8,131,921 $2.3B
Massachusetts Financial Services Co. 0.63% Reduce -1.3% 7,193,680 $2.0B
Capital Research Global Investors 0.31% Reduce -12.0% 5,863,462 $1.7B
Morgan Stanley 0.09% Reduce -17.2% 5,337,567 $1.5B
JPMorgan Chase & Co. 0.09% Add +5.1% 5,246,800 $1.5B
Ameriprise Financial Inc. 0.33% Add +9.2% 5,053,497 $1.4B
Wells Fargo & Company 0.28% Reduce -16.9% 4,805,937 $1.4B
Bank of America Corp. 0.10% Reduce -6.7% 4,597,963 $1.3B
Raymond James Financial Inc. 0.38% Reduce -0.2% 4,162,369 $1.2B
Northern Trust Corp. 0.13% Reduce -0.0% 3,729,127 $1.1B
Capital International Investors 0.16% Reduce -44.5% 3,435,863 $969.7M
AQR Capital Management 0.50% Add +75.1% 2,798,546 $785.5M
Legal & General Group Plc 0.16% Add +1.1% 2,461,397 $694.7M
Invesco Ltd. 0.11% Add +4.8% 2,364,812 $667.5M
Goldman Sachs Group Inc. 0.09% Add +4.3% 2,278,951 $643.2M
Charles Schwab Investment Management Inc. 0.10% Reduce -0.4% 2,244,318 $633.5M
UBS Group AG 0.12% Reduce -15.2% 2,234,115 $630.6M
Dimensional Fund Advisors LP 0.13% Reduce -2.7% 2,206,687 $622.8M
Deutsche Bank AG 0.20% Reduce -38.0% 2,134,534 $602.5M
Bank of New York Mellon Corp 0.10% Reduce -1.1% 2,017,291 $569.4M
Amundi 0.18% Add +55.4% 1,946,622 $557.5M
Lazard Asset Management LLC 0.69% Add +7.3% 1,818,295 $513.2M
Royal Bank of Canada 0.08% Reduce -58.9% 1,683,781 $475.2M
Beutel, Goodman & Co Ltd. 2.47% Add +8.4% 1,452,138 $409.9M
Nuveen, LLC 0.11% Reduce -5.9% 1,447,681 $408.6M
First Trust Advisors LP 0.30% Add +12.3% 1,439,838 $406.4M
Altrinsic Global Advisors LLC 14.15% Reduce -2.7% 1,355,449 $382.6M
Schroder Investment Management Group 0.29% Add +5.7% 1,316,836 $368.1M
Two Sigma Advisers, LP 0.71% Add +197.6% 1,264,013 $356.8M
Envestnet Asset Management Inc. 0.10% Add +1.1% 1,250,969 $353.1M
Barclays PLC 0.13% Reduce -1.6% 1,245,873 $351.6M
Principal Financial Group Inc. 0.17% Reduce -2.0% 1,225,998 $346.0M
Fayez Sarofim & Co 0.76% Reduce -0.9% 1,163,938 $328.5M
California Public Employees Retirement System 0.19% Reduce -7.0% 1,141,207 $322.1M
Swiss National Bank 0.18% Reduce -4.8% 1,097,391 $309.7M
Davis Selected Advisers 1.58% Reduce -0.1% 1,070,445 $302.1M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +0.1% 1,057,198 $298.4M
Mycio Wealth Partners, LLC 60.65% Reduce -0.0% 928,854 $262.2M
National Pension Service 0.20% Add +2.7% 922,959 $260.5M
PNC Financial Services Group, Inc. 0.15% Reduce -1.2% 878,443 $247.9M
Boston Partners 0.25% Reduce -45.5% 872,195 $246.4M
Stifel Financial Corp. 0.22% Add +1.9% 836,661 $236.2M
Two Sigma Investments, LP 0.38% Add +6.5% 823,631 $232.5M
Alliancebernstein L.P. 0.07% Add +24.9% 801,550 $226.2M
Troy Asset Management Ltd 5.74% Reduce -0.2% 791,682 $223.5M
Woodline Partners LP 1.04% New 780,221 $220.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +2.9% 769,056 $217.1M
Natixis Advisors, LLC 0.31% Add +3.7% 750,539 $211.8M
Polar Capital Holdings Plc 0.99% Reduce -3.0% 727,500 $205.3M
London Co. of Virginia 1.13% Reduce -1.6% 725,492 $204.8M
ProShare Advisors LLC 0.41% Add +8.6% 693,910 $195.9M
Rhumbline Advisers 0.16% Add +0.3% 686,785 $193.8M
Cullen Capital Management, LLC 2.12% Reduce -1.4% 685,887 $193.6M
Qube Research & Technologies Ltd 0.27% Add +33.2% 678,026 $191.4M
Ensign Peak Advisors, Inc 0.31% Add +1.4% 661,092 $186.6M
New York State Common Retirement Fund 0.24% Reduce -4.4% 647,806 $182.8M
Van Lanschot Kempen Investment Management N.V. 1.61% Add +9.2% 639,366 $180.5M
DNB Asset Management AS 0.67% Add +1.2% 633,865 $178.9M
Cooke & Bieler LP 1.77% Add +21.3% 606,011 $171.0M
Manufacturers Life Insurance Company, The 0.14% Add +2.4% 602,051 $169.9M
California State Teachers Retirement System 0.17% Reduce -0.1% 601,805 $169.9M
BNP Paribas Financial Markets 0.13% Add +58.1% 598,362 $168.9M
Jennison Associates LLC 0.10% Reduce -21.2% 586,822 $165.6M
US Bancorp \de 0.20% Reduce -3.1% 584,432 $165.0M
Bank of Montreal 0.07% Add +10.3% 581,024 $164.0M
Citadel Advisors 0.13% Add +58.6% 547,361 $154.5M
Confluence Investment Management LLC 2.17% Reduce -1.8% 538,662 $152.0M
LPL Financial LLC 0.04% Add +9.6% 531,113 $149.9M
Canada Pension Plan Investment Board 0.10% Add +10.7% 524,378 $148.0M
D. E. Shaw & Co. 0.13% Add +289.2% 520,004 $146.8M
Prana Capital Management, LP 4.81% Add +171.9% 510,010 $144.0M
Worldquant Millennium Advisors LLC 0.58% Add +199.1% 477,449 $134.8M
Millennium Management 0.11% Add +46.8% 475,473 $134.2M
Citigroup Inc. 0.09% Reduce -9.5% 461,481 $130.3M
Barrow Hanley Mewhinney & Strauss LLC 0.41% Reduce -3.3% 451,041 $127.3M
Davis Asset Management, L.P. 4.52% No change 450,000 $127.0M
Clark Capital Management Group, Inc. 0.78% Reduce -23.9% 443,054 $125.1M
Evercore Wealth Management, LLC 1.81% Add +0.3% 436,609 $123.2M
Glenmede Investment Management, LP 0.56% Add +0.7% 411,696 $116.2M
Adage Capital Partners Gp, L.L.C. 0.18% Add +73.4% 411,683 $116.2M
Corient Private Wealth LP 0.18% Reduce -30.8% 404,518 $114.2M
Russell Investments Group, Ltd. 0.13% Reduce -0.5% 401,442 $113.3M
Welch & Forbes LLC 1.35% Reduce -0.7% 398,440 $112.5M
Huntington National Bank 0.92% Add +1.6% 398,351 $112.4M
Victory Capital Management Inc. 0.07% Reduce -26.4% 397,584 $112.2M
Vest Financial, LLC 1.44% Add +10.6% 390,939 $110.3M
CANADA LIFE ASSURANCE Co 0.16% Add +1.8% 390,167 $109.0M
HSBC Holdings PLC 0.06% Reduce -1.1% 374,380 $105.1M
Robeco Institutional Asset Management B.V. 0.15% Reduce -2.0% 366,419 $103.4M
Lord, Abbett & Co. LLC 0.31% Reduce -24.3% 358,625 $101.2M
D.A. Davidson & Co. 0.65% Add +6.3% 357,044 $100.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% Add +0.8% 349,937 $98.8M
DekaBank Deutsche Girozentrale 0.17% No change 354,484 $98.3M
Cerity Partners LLC 0.16% Add +9.8% 346,658 $97.8M
Wealth Enhancement Advisory Services, LLC 0.15% Add +17.7% 334,970 $96.9M
Storebrand Asset Management As 0.26% Add +6.7% 343,169 $96.9M
Boston Trust Walden Corp 0.71% Reduce -17.9% 342,404 $96.6M
CapitalatWork S.A. 2.81% Add +18.3% 341,047 $96.3M
State Board of Administration of Florida Retirement System 0.17% Reduce -7.7% 334,156 $94.3M
Arrowstreet Capital, Limited Partnership 0.06% Add +138.9% 332,979 $94.0M
Rathbones Group PLC 0.38% Reduce -0.0% 332,921 $94.0M
Korea Investment CORP 0.19% Add +36.3% 332,760 $93.9M
Janney Montgomery Scott LLC 0.21% Add +1.7% 309,774 $87.4M
Homestead Advisers Corp 2.06% Reduce -1.9% 306,911 $86.6M
Agf Management Ltd. 0.38% Reduce -2.1% 306,311 $86.5M
Jane Street Group, LLC 0.10% Add +92.6% 304,876 $86.1M
Franklin Resources Inc. 0.02% Reduce -7.0% 303,234 $85.6M
Aviva PLC 0.16% Add +6.3% 302,272 $85.3M
Cannell & Spears LLC 1.60% Reduce -1.1% 300,782 $84.9M
Scharf Investments, LLC 2.13% New 299,482 $84.5M
Prudential Financial Inc. 0.10% Add +112.6% 297,132 $83.9M
Renaissance Technologies 0.11% Add +5078.1% 295,099 $83.3M
New York State Teachers Retirement System 0.16% Reduce -3.2% 292,806 $82.6M
Neuberger Berman Group LLC 0.06% Reduce -11.1% 284,241 $80.2M
Nomura Asset Management Co. Ltd. 0.21% Add +7.1% 282,445 $79.7M
JARISLOWSKY, FRASER Ltd 0.43% Reduce -2.9% 278,658 $78.7M
TD Asset Management Inc 0.06% Reduce -5.0% 277,154 $78.2M
APG Asset Management N.V. 0.22% Reduce -0.7% 324,783 $78.0M
Cornerstone Investment Partners, LLC 3.23% Reduce -0.4% 274,086 $77.4M
Rockefeller Capital Management L.P. 0.15% Add +10.9% 269,968 $76.2M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -5.2% 266,051 $75.1M
Evelyn Partners Investment Management LLP 2.08% Add +4.7% 259,147 $73.1M
Retirement Systems of Alabama 0.24% Add +18.9% 258,486 $73.0M
Cacti Asset Management LLC 4.71% Reduce -1.1% 254,638 $71.5M
Davis R M Inc. 1.23% Add +0.8% 249,484 $70.4M
Swedbank AB 0.07% Add +1.6% 246,212 $69.5M
Pictet Asset Management Holding SA 0.07% Add +15.8% 242,384 $68.4M
TCTC Holdings, LLC 2.03% Reduce -0.5% 241,978 $68.3M
Danske Bank A/S 0.17% Add +2.7% 240,808 $68.0M
Bartlett & Co. Wealth Management LLC 0.89% Reduce -0.9% 238,070 $67.4M
STRS Ohio 0.25% Add +9.9% 237,232 $67.0M
Brandywine Global Investment Management, LLC 0.46% Add +0.0% 236,274 $66.7M
Baird Financial Group, Inc. 0.11% Add +20.5% 235,171 $66.4M
Tidal Investments LLC 0.27% Add +190.0% 223,704 $63.1M
Talaria Asset Management Pty Ltd 11.34% Add +281.1% 223,300 $63.0M
Allianz Asset Management GmbH 0.07% Reduce -2.0% 215,198 $60.7M
Sei Investments Co. 0.06% Add +5.3% 211,898 $59.8M
Royal London Asset Management Ltd. 0.13% Reduce -2.6% 209,656 $59.2M
CIBC Private Wealth Group LLC 0.10% Add +4.1% 209,489 $59.1M
State of Wisconsin Investment Board 0.13% Reduce -4.4% 206,622 $58.3M
HighTower Advisors, LLC 0.07% Reduce -17.7% 206,367 $58.3M
Capital International, Inc. 0.46% Reduce -12.1% 203,282 $57.4M
LGT Group Foundation 0.65% Add +4.2% 200,889 $56.5M
Schwartz Investment Counsel Inc. 1.89% No change 200,050 $56.5M
Calamos Advisors LLC 0.33% Add +0.2% 197,942 $55.9M
Midwest Trust Co 0.72% Reduce -1.0% 195,048 $55.1M
Personal Cfo Solutions, LLC 9.57% Reduce -0.1% 193,151 $54.5M
Asset Management One Co., Ltd. 0.16% Add +0.9% 193,056 $54.5M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -3.8% 192,436 $54.3M
Lansforsakringar Fondforvaltning AB (publ) 0.28% Reduce -26.8% 189,306 $53.4M
ZWJ Investment Counsel Inc. 1.88% Add +1.0% 188,712 $53.3M
Todd Asset Management LLC 1.07% Reduce -28.1% 187,713 $53.0M
Liberty One Investment Management, LLC 2.88% New 181,380 $51.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -7.4% 177,922 $50.2M
Teachers Retirement System of the State of Kentucky 0.38% Reduce -20.5% 177,558 $50.1M
First Manhattan Co. Llc. 0.13% Add +12.3% 176,704 $50.0M
Truist Financial Corp. 0.07% Reduce -1.7% 176,959 $49.9M
Oldfield Partners LLP 15.56% Reduce -3.9% 176,500 $49.8M
Fifth Third Bancorp 0.15% Reduce -0.7% 170,456 $48.1M
&partners 0.30% Reduce -11.5% 168,806 $47.6M
Treasurer of the State of North Carolina 0.15% Reduce -3.8% 167,335 $47.2M
Capital International Sarl 0.81% Add +3.5% 166,094 $46.9M
Mariner, LLC 0.06% Add +19.5% 163,663 $46.2M
Cetera Investment Advisers 0.05% Add +81.0% 161,665 $45.6M
Creative Planning 0.03% Add +6.3% 159,193 $44.9M
Unio Capital LLC 10.60% Add +31.1% 157,595 $44.5M
Federated Hermes, Inc. 0.08% Reduce -44.2% 157,504 $44.5M
Grandfield & Dodd, LLC 2.48% Reduce -0.2% 154,738 $43.7M
Cambiar Investors LLC 1.99% Reduce -8.6% 154,709 $43.7M
MAI Capital Management 0.27% Reduce -2.5% 153,154 $43.2M
Public Employees Retirement System of Ohio 0.14% Reduce -3.7% 151,294 $42.7M
Willis Investment Counsel 2.32% Reduce -0.2% 150,475 $42.5M
Point72 Asset Management 0.10% Add +87.1% 150,313 $42.4M
ASR Vermogensbeheer N.V. 0.50% Add +1.6% 147,044 $41.5M
KLP Kapitalforvaltning As 0.16% Reduce -5.2% 145,102 $41.1M
Mn Services Vermogensbeheer B.V. 0.26% Add +1.2% 143,970 $40.6M
Woodley Farra Manion Portfolio Management Inc. 1.90% Reduce -0.7% 142,689 $40.4M
Canoe Financial LP 0.57% Reduce -3.0% 142,451 $40.2M
Carnegie Investment Counsel 0.75% Add +0.3% 140,956 $39.8M
Cincinnati Insurance Co. 0.61% Reduce -64.6% 139,267 $39.3M
Commerce Bank 0.22% Reduce -34.0% 138,481 $39.1M
Bank of Nova Scotia 0.07% Add +85.4% 136,938 $38.7M
Roffman Miller Associates Inc. 2.15% Add +1.1% 136,245 $38.5M
WestEnd Advisors, LLC 0.90% Reduce -1.9% 135,785 $38.3M
Great Lakes Advisors, LLC 0.32% Reduce -2.0% 135,249 $38.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.33% Reduce -1.1% 134,826 $38.1M
Mackenzie Financial Corp. 0.05% Add +6.6% 133,138 $37.6M
State of Tennessee, Department of Treasury 0.12% Reduce -3.6% 132,740 $37.5M
State of New Jersey Common Pension Fund D 0.14% Add +0.8% 131,289 $37.1M
Berkshire Asset Management LLC 1.55% Reduce -0.5% 129,456 $36.5M
Osaic Holdings, Inc. 0.05% Add +15.4% 129,397 $36.2M
Ieq Capital, LLC 0.11% Add +57.6% 125,880 $35.5M
Rockland Trust Co. 1.45% Add +4.8% 125,243 $35.3M
Rafferty Asset Management, LLC 0.11% Reduce -0.4% 123,389 $34.8M
Handelsbanken Fonder AB 0.11% Reduce -5.8% 122,099 $34.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +200.5% 121,994 $34.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.71% Reduce -0.7% 120,349 $34.0M
Factory Mutual Insurance Co. 0.33% No change 120,200 $33.9M
NorthCrest Asset Manangement, LLC 0.81% Add +3.7% 116,701 $33.8M
Resona Asset Management Co.,Ltd. 0.16% Reduce -4.9% 119,339 $33.7M
Cubist Systematic Strategies, LLC 0.46% New 116,645 $32.9M
Oppenheimer Asset Management Inc. 0.36% Reduce -0.5% 116,609 $32.9M
Steward Partners Investment Advisory, LLC 0.19% Reduce -20.9% 116,057 $32.8M
Tredje AP-fonden 0.26% Add +20.5% 115,363 $32.6M
Schonfeld Strategic Advisors LLC 0.23% Add +56.2% 115,339 $32.6M
Quantinno Capital Management LP 0.09% Add +45.7% 114,218 $32.2M
Aristotle Atlantic Partners, LLC 0.93% Reduce -4.6% 113,140 $31.9M
Tocqueville Asset Management L.P. 0.46% Reduce -13.2% 112,137 $31.7M
Sit Investment Associates Inc. 0.64% Reduce -0.5% 111,885 $31.6M
Arizona State Retirement System 0.17% Reduce -0.1% 111,211 $31.4M
Squarepoint Ops LLC 0.07% Add +144.3% 108,549 $30.6M
Macquarie Group Ltd. 0.04% Reduce -5.3% 108,290 $30.6M
Credit Agricole S A 0.10% — 107,000 $30.2M
St Germain D J Co. Inc. 1.20% Add +0.5% 106,296 $30.0M
Public Sector Pension Investment Board 0.11% Add +3.2% 105,959 $29.9M
Polaris Capital Management, LLC 1.97% Add +1.4% 105,949 $29.9M
Country Trust Bank 0.65% Reduce -20.2% 105,826 $29.9M
Klingenstein Fields & Co. LP 1.12% Reduce -0.5% 105,237 $29.7M
Gillson Capital LP 2.56% New 104,600 $29.5M
Groupe la Francaise 0.40% Reduce -1.6% 102,920 $29.1M
NorthCoast Asset Management LLC 0.11% Add +0.6% 102,237 $28.9M
Nordea Investment Management AB 0.03% Reduce -49.8% 102,844 $28.9M
Pathstone Holdings, LLC 0.11% Add +0.7% 101,066 $28.5M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -76.6% 100,678 $28.4M
MassMutual Private Wealth & Trust, FSB 0.72% Add +0.2% 100,506 $28.4M
State of Michigan Retirement System 0.14% Reduce -1.0% 100,287 $28.3M
MUFG Securities EMEA plc 0.71% Add +40.6% 99,997 $28.2M
Holocene Advisors, LP 0.06% New 99,872 $28.2M
Flputnam Investment Management Co. 0.42% Reduce -1.4% 99,725 $28.1M
AXA Investment Managers S.A. 0.08% — 99,442 $28.1M
Howland Capital Management LLC 1.05% Add +0.5% 97,274 $27.5M
Capital International Ltd. 0.98% Add +2.4% 96,416 $27.2M
Callahan Advisors, LLC 2.29% Add +2.0% 95,597 $27.0M
Chesley Taft & Associates LLC 1.14% Reduce -3.8% 95,384 $26.9M
Smith Chas P & Associates Pa Cpas 2.33% Reduce -40.8% 95,286 $26.9M
KBC Group NV 0.06% Add +41.4% 95,072 $26.8M
Czech National Bank 0.18% Add +3.4% 94,171 $26.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +75.0% 96,231 $26.6M
O'shaughnessy Asset Management, LLC 0.16% Reduce -2.6% 93,890 $26.5M
Peapack Gladstone Financial Corp. 0.34% Reduce -4.3% 93,440 $26.4M
Bradley Foster & Sargent Inc. 0.38% Reduce -0.7% 92,439 $26.1M
Assetmark, Inc. 0.06% Add +29.2% 92,116 $26.0M
MetLife Investment Management, LLC 0.12% Reduce -3.1% 92,021 $26.0M
Clearbridge Investments, LLC 0.02% Reduce -6.9% 90,637 $25.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -2.6% 89,038 $25.1M
PhiloSmith Capital Corp 6.82% No change 87,000 $24.6M
Becker Capital Management Inc. 0.71% Add +2.8% 86,268 $24.4M
M&T Bank Corp 0.08% Reduce -2.0% 85,886 $24.2M
Advisors Capital Management, LLC 0.30% Add +1905.8% 85,746 $24.2M
Ilmarinen Mutual Pension Insurance Co 0.18% No change 85,371 $24.1M
CIBC Asset Management Inc 0.07% Add +2.9% 85,120 $24.0M
Commonwealth Equity Services, LLC 0.03% Add +4.7% 83,713 $23.6M
Sanctuary Advisors, LLC 0.14% Add +8.9% 83,505 $23.6M
Obermeyer Wealth Partners 1.09% Reduce -1.3% 82,443 $23.3M
Daiwa Securities Group Inc. 0.08% Add +11.2% 82,115 $23.2M
Mercer Global Advisors Inc. 0.04% Add +11.7% 81,611 $23.0M
American Century Companies Inc. 0.01% Reduce -8.1% 80,877 $22.8M
Brown Advisory Inc. 0.03% Reduce -2.2% 80,482 $22.7M
Cullen/Frost Bankers, Inc. 0.26% Reduce -3.2% 79,958 $22.6M
SG Americas Securities, LLC 0.08% Reduce -51.0% 79,626 $22.5M
Nisa Investment Advisors, LLC 0.09% Reduce -8.7% 79,308 $22.5M
National Bank of Canada 0.03% Reduce -21.3% 78,907 $22.3M
Yousif Capital Management, LLC 0.24% Reduce -3.4% 78,079 $22.0M
Voloridge Investment Management, LLC 0.07% New 77,839 $22.0M
Wilkins Investment Counsel Inc. 3.10% Reduce -4.5% 77,492 $21.9M
Tudor Investment Corporation 0.14% New 76,394 $21.6M
Forsta Ap-Fonden 0.13% Add +3.5% 76,300 $21.5M
NewEdge Advisors, LLC 0.10% Add +19.6% 76,139 $21.5M
Amplius Wealth Advisors, LLC 1.86% Reduce -8.6% 76,070 $21.5M
Badgley Phelps Wealth Managers, LLC 0.45% Add +0.6% 74,938 $21.2M
Teacher Retirement System of Texas 0.08% Add +11.5% 74,382 $21.0M
Anchor Capital Advisors LLC 0.60% Reduce -1.0% 73,777 $20.8M
Daiichi Life Insurance Co., Ltd. 0.52% Add +18.6% 73,747 $20.8M
Captrust Financial Advisors 0.04% Add +8.9% 73,693 $20.8M
Gotham Asset Management 0.09% Add +28.1% 73,134 $20.6M
Assenagon Asset Management S.A. 0.03% Add +599.1% 73,025 $20.6M
DDD Partners, LLC 1.31% Add +3.1% 72,979 $20.6M
Martingale Asset Management L P 0.52% Reduce -7.4% 72,566 $20.5M
Amalgamated Bank 0.14% Reduce -2.1% 71,255 $20.1M
Abner Herrman & Brock LLC 2.05% Reduce -0.8% 70,385 $19.9M
Allworth Financial LP 0.09% Add +4.0% 70,280 $19.8M
Regions Financial Corp. 0.13% Reduce -22.4% 70,195 $19.8M
Susquehanna Fundamental Investments, LLC 0.77% Add +860.1% 70,086 $19.8M
Oak Associates Ltd. 1.21% Reduce -2.4% 70,049 $19.8M
New Age Alpha Advisors, LLC 0.82% Add +91.3% 68,143 $19.5M
Ingalls & Snyder LLC 0.64% Reduce -0.9% 69,022 $19.5M
Rwa Wealth Partners, LLC 0.22% Add +1.3% 68,534 $19.3M
Talbot Financial, LLC 1.64% Add +6.2% 68,481 $19.3M
Aquatic Capital Management LLC 0.36% Add +315.8% 68,196 $19.2M
Bridgewater Associates 0.07% Add +357.6% 67,082 $18.9M
Vontobel Holding Ltd. 0.06% Add +1.2% 65,915 $18.6M
Lido Advisors, LLC 0.08% Add +31.4% 65,460 $18.5M
USS Investment Management Ltd 0.09% No change 64,912 $18.3M
Cwm, LLC 0.06% Add +118.1% 64,883 $18.3M
Varma Mutual Pension Insurance Co 0.12% Add +8.8% 64,021 $18.1M
Connors Investor Services Inc. 1.52% Reduce -2.0% 63,244 $17.9M
Employees Retirement System of Texas 0.17% Reduce -8.0% 62,996 $17.8M
Asset Advisors Investment Management, LLC 1.68% Add +0.0% 62,901 $17.8M
Boston Common Asset Management, LLC 0.49% Reduce -18.7% 62,307 $17.6M
Orion Porfolio Solutions, LLC 0.14% Add +29.3% 62,024 $17.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +12.4% 61,718 $17.4M
Utah Retirement Systems 0.17% Reduce -5.4% 61,501 $17.4M
Bailard, Inc. 0.38% Reduce -1.7% 61,379 $17.3M
LSV Asset Management 0.04% No change 61,200 $17.3M
Voya Investment Management LLC 0.02% Reduce -18.5% 60,963 $17.2M
Florida Trust Wealth Management Co 0.49% Reduce -2.0% 60,670 $17.1M
Silvercrest Asset Management Group LLC 0.11% Add +129.5% 60,544 $17.1M
Cresset Asset Management, LLC 0.07% Add +4.8% 59,910 $17.0M
Voleon Capital Management LP 0.41% Add +1032.2% 60,087 $17.0M
Police & Firemen's Retirement System of New Jersey 0.14% Add +6.0% 59,939 $16.9M
Kanawha Capital Management LLC 1.17% Add +0.1% 59,923 $16.9M
Nemes Rush Group LLC 1.68% Add +0.9% 59,862 $16.9M
Evelyn Partners Investment Management Services Ltd 2.27% Add +18.4% 59,858 $16.9M
Gilder Gagnon Howe & Co. LLC 0.17% Reduce -20.5% 59,466 $16.8M
Pittenger & Anderson Inc. 0.61% Reduce -1.3% 58,882 $16.6M
Beese Fulmer Investment Management, Inc. 1.15% Add +1.6% 58,821 $16.6M
TD Waterhouse Canada Inc. 0.11% Reduce -2.0% 58,604 $16.4M
Diversified Trust Co. 0.32% Add +4.3% 57,511 $16.2M
River Road Asset Management, LLC 0.18% Reduce -2.1% 57,244 $16.2M
Ethic Inc. 0.27% Reduce -1.1% 57,170 $16.1M
Vanguard Personalized Indexing Management, LLC 0.16% Reduce -1.4% 57,005 $16.1M
SouthState Bank Corp 0.74% Reduce -1.1% 56,761 $16.0M
Eagle Rock Investment Company, LLC 2.38% Reduce -0.1% 56,532 $16.0M
Prudential PLC 0.12% Add +147.5% 56,274 $15.9M
TCV Trust & Wealth Management, Inc. 1.31% Reduce -0.6% 55,565 $15.7M
Susquehanna International Group, LLP 0.02% Reduce -42.9% 55,159 $15.6M
Elo Mutual Pension Insurance Co 0.25% Add +22.7% 54,777 $15.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -8.5% 54,777 $15.5M
MML Investors Services, LLC 0.04% Reduce -5.0% 54,713 $15.4M
CIBC Bancorp USA Inc. 0.09% — 54,561 $15.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +0.3% 54,297 $15.3M
Nepsis Inc. 4.85% Reduce -12.1% 54,199 $15.3M
Xponance LLC 0.12% Reduce -10.7% 53,306 $15.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +4.1% 53,178 $15.0M
QRG Capital Management, Inc. 0.18% Reduce -35.6% 52,915 $14.9M
Cibc World Market Inc. 0.03% Add +418.0% 52,171 $14.7M
Mediolanum International Funds Ltd 0.15% Reduce -0.2% 52,541 $14.7M
WASHINGTON TRUST Co 0.48% Add +1.3% 51,863 $14.6M
Acadian Asset Management LLC 0.03% Add +7.5% 51,795 $14.6M
Groupama Asset Managment 0.22% Reduce -3.2% 51,216 $14.5M
Azimuth Capital Investment Management LLC 0.52% Reduce -0.5% 51,168 $14.4M
Philip James Wealth Mangement, LLC 1.74% Add +244.2% 50,788 $14.3M
Illinois Municipal Retirement Fund 0.18% Add +13.4% 50,596 $14.3M
New York Life Investment Management LLC 0.12% Reduce -0.7% 50,325 $14.2M
NEOS Investment Management LLC 0.11% Add +49.3% 50,085 $14.1M
CCM Investment Advisers LLC 1.37% Add +2.0% 49,153 $13.9M
Beacon Pointe Advisors, LLC 0.12% Add +14.8% 49,040 $13.8M
Fogel Capital Management, Inc. 6.37% Add +0.2% 48,773 $13.8M
Blair William & Co. 0.04% Reduce -6.0% 48,740 $13.8M
Lawson Kroeker Investment Management Inc. 2.50% New 48,521 $13.7M
Citizens Financial Group Inc. 0.19% Add +153.4% 48,286 $13.7M
GoodHaven Capital Management, LLC 4.43% Add +11.1% 48,180 $13.6M
Swiss Life Asset Management Ltd 0.07% Add +9.5% 47,163 $13.3M
Kestra Advisory Services, LLC 0.06% Add +23.8% 46,675 $13.2M
Wealthfront Advisers LLC 0.03% Reduce -6.3% 46,028 $13.0M
Guggenheim Capital LLC 0.10% Reduce -12.7% 45,784 $12.9M
LS Investment Advisors, LLC 1.81% Reduce -8.4% 45,400 $12.8M
Bright Rock Capital Management, LLC 2.49% No change 45,000 $12.7M
SlateStone Wealth, LLC 1.10% Add +0.5% 44,839 $12.7M
Zevin Asset Management LLC 1.84% Reduce -7.7% 44,730 $12.6M
Camden National Bank 1.76% Reduce -0.9% 44,455 $12.5M
Cincinnati Financial Corp. 0.25% Reduce -87.8% 44,350 $12.5M
McRae Capital Management Inc. 2.48% Add +0.9% 44,236 $12.5M
Janus Henderson Group PLC 0.01% Reduce -29.4% 43,854 $12.4M
Glenview Trust Co 0.20% Reduce -8.2% 43,679 $12.3M
GMO 0.03% Add +67.1% 43,262 $12.2M
First Merchants Corp. 0.46% Reduce -2.2% 43,146 $12.2M
Estabrook Capital Management 1.75% Reduce -1.1% 42,536 $12.0M
Oregon Public Employees Retirement Fund 0.16% Add +31.8% 42,331 $11.9M
Atria Investments, Inc 0.14% Reduce -3.3% 42,002 $11.9M
FourThought Financial Partners, LLC 1.04% Add +1.5% 41,828 $11.8M
Calamos Wealth Management LLC 0.43% Add +2.3% 41,749 $11.8M
HB Wealth Management, LLC 0.08% Add +14.0% 41,649 $11.8M
Focus Partners Wealth 0.02% Add +41.4% 41,633 $11.7M
Trexquant Investment LP 0.12% Reduce -30.1% 41,395 $11.7M
Benjamin Edwards Inc. 0.13% Reduce -4.1% 41,092 $11.6M
Mutual of America Capital Management LLC 0.12% Reduce -6.0% 40,193 $11.3M
Regency Capital Management Inc.\DE 5.35% Add +4.8% 39,876 $11.3M
State of Alaska, Department of Revenue 0.11% Reduce -5.3% 39,587 $11.2M
Quadrature Capital Ltd 0.13% New 39,382 $11.1M
Hunter Perkins Capital Management, LLC 2.41% Reduce -0.1% 38,236 $10.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +28.0% 38,209 $10.8M
Pacer Advisors, Inc. 0.03% Add +9.2% 38,125 $10.8M
ExodusPoint Capital Management, LP 0.15% Reduce -32.0% 38,066 $10.7M
Venture Visionary Partners LLC 0.37% Add +1.4% 37,904 $10.7M
Curi Capital, LLC 0.20% Reduce -10.2% 37,622 $10.7M
Hamel Associates, Inc. 3.15% Reduce -3.2% 36,339 $10.3M
Compass Capital Management, Inc. 0.54% Reduce -16.2% 36,268 $10.2M
Dupont Capital Management Corp. 1.06% No change 36,139 $10.2M
Quantbot Technologies LP 0.28% Add +1336.6% 36,116 $10.2M
Dakota Wealth Management 0.20% Add +13.8% 35,998 $10.2M
Mattern Capital Management, LLC 1.19% Reduce -0.9% 36,001 $10.2M
Van Hulzen Asset Management, LLC 0.76% Add +0.6% 35,951 $10.1M
World Investment Advisors 0.21% Reduce -0.9% 35,734 $10.1M
Merit Financial Group, LLC 0.09% Add +15.1% 35,732 $10.1M
Vident Advisory, LLC 0.10% Add +62.1% 35,654 $10.1M
Cornerstone Advisors, LLC 0.33% No change 35,400 $10.0M
Rowlandmiller & Partners.adv 1.95% Reduce -1.4% 35,187 $9.9M
Crossmark Global Holdings, Inc. 0.15% Add +5.8% 34,935 $9.9M
Verdence Capital Advisors LLC 0.56% Reduce -1.4% 34,657 $9.8M
Tufton Capital Management 1.73% Reduce -0.1% 34,446 $9.7M
Tritonpoint Wealth, LLC 0.83% Add +2.8% 34,103 $9.7M
River Wealth Advisors LLC 1.13% Add +5.0% 34,214 $9.7M
Hamilton Capital Partners Inc. 0.40% Add +67.6% 34,166 $9.6M
Empowered Funds, LLC 0.10% Add +117.0% 33,890 $9.6M
Weybosset Research & Management LLC 3.07% Reduce -0.4% 33,692 $9.5M
Woodmont Investment Counsel LLC 0.63% Reduce -10.4% 33,660 $9.5M
Kestra Private Wealth Services, LLC 0.12% Add +0.3% 33,508 $9.5M
Synovus Financial Corp. 0.11% Add +0.1% 32,887 $9.3M
Bender Robert & Associates 2.01% Add +0.7% 32,875 $9.3M
Beacon Investment Advisory Services, Inc. 0.39% Add +16.1% 32,733 $9.2M
Allianz SE 0.20% No change 32,720 $9.2M
Mgo One Seven LLC 0.21% Add +331.0% 32,685 $9.2M
Keybank National Association 0.03% Reduce -2.6% 32,303 $9.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.6% 32,195 $9.1M
Inspire Trust Co, N.A. 1.65% Add +87.7% 32,100 $9.1M
CX Institutional 0.27% Add +53.5% 31,931 $9.0M
Financial Strategies Group, Inc. 1.71% Add +17.5% 32,304 $9.0M
Evexia Wealth LLC 2.68% Reduce -0.5% 31,664 $8.9M
Horizon Investments, LLC 0.12% Add +4.0% 31,174 $8.8M
Hi-Line Capital Management, LLC 2.70% Add +3.4% 30,207 $8.6M
First Horizon Corp. 0.40% — 29,963 $8.5M
Independent Advisor Alliance 0.22% Reduce -5.9% 29,691 $8.4M
Vinva Investment Management Ltd 0.16% Add +64.1% 29,673 $8.3M
Fiduciary Trust Co 0.09% Reduce -0.6% 29,354 $8.3M
Capital Fund Management S.A. 0.08% Reduce -57.9% 28,385 $8.0M
Avanza Fonder AB 0.21% Add +10.8% 28,186 $8.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.45% Reduce -5.2% 27,773 $7.8M
Dark Forest Capital Management LP 0.29% Add +314.5% 27,741 $7.8M
Old National Bancorp 0.13% Add +299.5% 27,716 $7.8M
Pinnacle Financial Partners Inc 0.19% Add +4.4% 27,700 $7.8M
Prospera Financial Services Inc 0.13% Add +3.8% 27,409 $7.7M
ArrowMark Colorado Holdings LLC 0.14% Reduce -10.6% 27,350 $7.7M
Siemens Fonds Invest GmbH 0.42% Add +6.3% 27,277 $7.7M
LGT Fund Management Co Ltd. 0.62% Reduce -8.1% 27,345 $7.7M
Stokes Capital Advisors, LLC 1.79% Add +1.5% 27,187 $7.7M
GC Wealth Management RIA, LLC 0.25% Add +56.6% 27,159 $7.7M
Woodstock Corp. 0.65% No change 26,680 $7.5M
Crawford Investment Counsel Inc. 0.12% Reduce -1.8% 26,477 $7.5M
Point72 Hong Kong Ltd 0.34% New 26,473 $7.5M
Choreo, LLC 0.10% Add +1.3% 26,262 $7.4M
Mizuho Securities USA LLC 0.15% Add +4.8% 27,005 $7.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -14.9% 26,169 $7.4M
Farmers Trust Co. 1.25% Add +8.7% 25,779 $7.3M
Generali Asset Management SPA SGR 0.16% Reduce -7.2% 25,772 $7.3M
Arax Advisory Partners 0.10% Add +501.0% 25,544 $7.2M
Machina Capital S.A.S. 1.27% Add +1303.5% 25,501 $7.2M
Nicholas Company, Inc. 0.12% No change 25,425 $7.2M
Kesler, Norman & Wride, LLC 1.40% Reduce -2.4% 25,923 $7.2M
American Assets Investment Management, LLC 0.52% No change 25,000 $7.1M
Princeton Global Asset Management LLC 1.16% Reduce -2.2% 24,808 $7.0M
Lowe Brockenbrough & Co. Inc. 0.36% Add +1.9% 24,663 $7.0M
Sequoia Financial Advisors, LLC 0.04% Add +9.8% 24,543 $6.9M
Park Avenue Securities LLC 0.05% Reduce -13.2% 24,538 $6.9M
Cyndeo Wealth Partners, LLC 0.38% Reduce -8.9% 24,368 $6.9M
Parkwood LLC 0.67% New 24,270 $6.8M
Verition Fund Management LLC 0.04% Reduce -5.7% 24,170 $6.8M
Van Cleef Asset Management,Inc 0.69% Add +0.1% 24,066 $6.8M
Advocate Group LLC 1.11% Reduce -0.2% 24,014 $6.8M
Concurrent Investment Advisors, LLC 0.12% Add +23.6% 23,887 $6.7M
SCS Capital Management LLC 0.07% Add +0.6% 23,440 $6.6M
Daymark Wealth Partners, LLC 0.22% Reduce -2.1% 23,402 $6.6M
Kentucky Retirement Systems 0.18% Reduce -9.9% 23,366 $6.6M
Intech Investment Management LLC 0.06% Reduce -9.8% 23,331 $6.6M
Oppenheimer & Co. Inc. 0.08% Add +3.9% 23,243 $6.6M
Benedict Financial Advisors Inc. 1.41% New 23,089 $6.5M
Man Group plc 0.01% Add +41.3% 23,086 $6.5M
Achmea Investment Management B.V. 0.08% Add +6.0% 23,084 $6.5M
Janney Capital Management LLC 0.41% Reduce -3.1% 23,057 $6.5M
Evergreen Capital Management LLC 0.15% Add +1.5% 22,973 $6.5M
Westbourne Investment Advisors, Inc. 1.75% Add +12.3% 22,233 $6.3M
Apollon Wealth Management, LLC 0.11% Add +1.9% 22,148 $6.3M
Brady Family Wealth, LLC 1.93% Add +1.2% 22,060 $6.2M
Berger Financial Group, Inc 0.37% Add +0.9% 21,863 $6.2M
Hartford Investment Management Co. 0.19% Reduce -3.3% 21,815 $6.2M
Kintegral Advisory, LLC 0.52% Reduce -0.5% 21,667 $6.1M
Slow Capital, Inc. 0.72% Add +0.6% 21,574 $6.1M
Left Brain Wealth Management, LLC 1.91% Add +0.8% 21,495 $6.1M
Norinchukin Bank, The 0.08% Add +1.5% 21,468 $6.1M
Morningstar Investment Management LLC 0.22% New 21,356 $6.0M
Entropy Technologies, LP 0.45% Add +637.1% 21,220 $6.0M
Dana Investment Advisors, Inc. 0.17% Reduce -6.2% 21,152 $6.0M
Capital Group Investment Management Pte. LTD. 0.99% Add +4.8% 21,026 $5.9M
Bearing Point Capital, LLC 1.02% Add +1.9% 21,001 $5.9M
Nomura Holdings Inc. 0.03% Add +70.1% 20,664 $5.8M
Mirador Capital Partners LP 0.82% Add +4.9% 20,518 $5.8M
Bar Harbor Wealth Management 0.35% Reduce -1.2% 20,460 $5.8M
Harrell Investment Partners, LLC 1.36% Reduce -3.1% 20,443 $5.8M
Trust Co. of Vermont 0.25% Reduce -0.1% 20,401 $5.8M
Weiss Asset Management LP 0.10% New 20,400 $5.8M
Wedbush Securities Inc. 0.19% Add +20.7% 20,245 $5.7M
Scissortail Wealth Management, LLC 1.24% Add +2.5% 20,089 $5.7M
NovaPoint Capital, LLC 1.38% Add +7.8% 20,032 $5.7M
Northwest & Ethical Investments L.P. 0.13% Reduce -32.2% 19,894 $5.6M
Headlands Technologies LLC 0.45% New 19,767 $5.6M
Perkins Coie Trust Co 1.05% Add +7.2% 19,737 $5.6M
Investment Management Corp of Ontario 0.08% Add +76.0% 19,684 $5.6M
Douglas Lane & Associates, LLC 0.08% Add +0.3% 19,604 $5.5M
MASTERINVEST Kapitalanlage GmbH 0.54% Add +1.0% 19,502 $5.5M
Louisiana State Employees Retirement System 0.09% Reduce -1.0% 19,500 $5.5M
Lombard Odier Asset Management (Switzerland) SA 0.25% New 19,370 $5.5M
Greenline Partners, LLC 0.66% Add +51.7% 19,362 $5.5M
Stonegate Investment Group, LLC 0.13% Reduce -2.6% 19,247 $5.4M
Gulf International Bank (UK) Ltd 0.18% Reduce -1.7% 19,154 $5.4M
Olstein Capital Management, L.P. 1.01% Add +11.8% 19,000 $5.4M
S&co Inc. 0.33% Reduce -3.5% 18,916 $5.3M
Geneos Wealth Management Inc. 0.13% Reduce -7.8% 18,806 $5.3M
Hilltop Holdings Inc. 0.28% Reduce -1.3% 18,694 $5.3M
Core Alternative Capital 1.53% Reduce -12.5% 18,627 $5.3M
Cincinnati Specialty Underwriters Insurance CO 1.22% No change 18,426 $5.2M
DRW Securities, LLC 0.27% Add +106.2% 18,318 $5.2M
Concorde Financial Corp 2.86% Reduce -0.3% 18,282 $5.2M
Trajan Wealth LLC 0.22% Add +1.1% 18,203 $5.1M
Northwest Bancshares, Inc. 0.85% Add +4.4% 18,188 $5.1M
Advisory Services Network, LLC 0.07% Reduce -1.2% 18,091 $5.1M
Wealth Advisory Solutions, LLC 1.23% No change 18,041 $5.1M
Virginia Wealth Management Group, Inc. 2.93% Add +0.2% 18,033 $5.1M
Metis Global Partners, LLC 0.12% Reduce -5.5% 18,001 $5.1M
Securian Asset Management, Inc. 0.13% Reduce -7.7% 17,907 $5.1M
Ipswich Investment Management Co., Inc. 1.17% Reduce -1.0% 17,748 $5.0M
New Vernon Investment Management LLC 4.67% New 17,735 $5.0M
FIL Ltd 0.00% Add +236.7% 17,609 $5.0M
GAMCO Investors 0.05% Reduce -3.3% 17,567 $5.0M
Middleton & Co. Inc. 0.53% Reduce -1.5% 17,526 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Add +12.6% 17,403 $4.9M
Meiji Yasuda Asset Management Co Ltd. 0.23% Add +6.1% 17,371 $4.9M
ING Groep NV 0.03% Reduce -3.7% 17,363 $4.9M
iSAM Funds (UK) Ltd 1.00% Add +487.6% 17,259 $4.9M
Summit Financial, LLC 0.07% Add +4.3% 17,117 $4.8M
KCM Investment Advisors LLC 0.16% Add +0.7% 16,973 $4.8M
Comprehensive Financial Consultants Institutional, Inc. 1.48% Add +3.7% 16,852 $4.8M
New Mexico Educational Retirement Board 0.15% Reduce -4.0% 16,837 $4.8M
Liberty Capital Management, Inc. 0.89% No change 16,777 $4.7M
Compass Wealth Management LLC 1.05% Add +5.8% 16,715 $4.7M
Davis-Rea LTD. 1.12% Reduce -2.2% 16,297 $4.6M
Citizens National Bank Trust Department 0.82% Add +1.6% 16,278 $4.6M
Greenleaf Trust 0.04% No change 16,265 $4.6M
Hanson & Doremus Investment Management 0.58% Add +14.7% 16,257 $4.6M
Lanark Financial, Inc. 0.35% Reduce -21.0% 16,185 $4.6M
Boit C F David 2.06% No change 16,165 $4.6M
Rock Point Advisors, LLC 1.21% Add +0.3% 16,133 $4.6M
Wesbanco Bank Inc. 0.13% Reduce -8.8% 16,087 $4.5M
Focus Partners Advisor Solutions, LLC 0.05% Add +253.9% 15,805 $4.5M
Plimoth Trust Co. LLC 1.02% Add +3.3% 15,982 $4.5M
KKM Financial LLC 1.42% Add +23.0% 15,947 $4.5M
DAVENPORT & Co LLC 0.02% Reduce -0.9% 15,834 $4.5M
Radnor Capital Management, LLC 0.68% No change 15,823 $4.5M
Romano Brothers and Company 0.51% Add +9.8% 15,811 $4.5M
Private Advisor Group, LLC 0.02% Reduce -23.0% 15,816 $4.5M
Sciencast Management LP 0.83% Add +14.8% 15,794 $4.5M
Stonebridge Financial Group, LLC 0.39% Add +1.1% 15,790 $4.5M
CHICAGO TRUST Co NA 0.63% Reduce -1.4% 15,719 $4.4M
Aigen Investment Management, LP 0.68% Add +572.7% 15,633 $4.4M
Stephens Inc. 0.06% Reduce -5.7% 15,531 $4.4M
Van Eck Associates Corp. 0.00% Add +3.9% 15,496 $4.4M
Brown Miller Wealth Management, LLC 1.24% Add +1.7% 15,440 $4.4M
Composition Wealth, LLC 0.07% Add +14.1% 15,431 $4.4M
Johnson Investment Counsel Inc. 0.04% Reduce -2.0% 15,427 $4.4M
Principal Securities, Inc. 0.07% Reduce -10.1% 15,358 $4.3M
Jump Financial, LLC 0.06% Add +233.8% 15,327 $4.3M
Highland Capital Management, LLC 0.22% Reduce -0.8% 15,308 $4.3M
Community Bank, N.A. 0.52% Add +1.2% 15,292 $4.3M
Cincinnati Indemnity Co. 10.28% No change 15,047 $4.2M
United Capital Financial Advisors, LLC 0.03% Add +0.7% 14,969 $4.2M
Jones Financial Companies LLLP 0.00% Add +13.4% 15,018 $4.2M
Ar Asset Management Inc. 0.90% No change 14,906 $4.2M
Thomasville National Bank 0.26% No change 14,904 $4.2M
Wilmington Savings Fund Society, FSB 0.10% Reduce -23.7% 14,734 $4.2M
Kingsview Wealth Management, LLC 0.06% Add +188.8% 14,642 $4.1M
Parr McKnight Wealth Management Group, LLC 0.54% Reduce -6.0% 14,630 $4.1M
First National Advisers, LLC 0.56% Add +1.4% 14,563 $4.1M
Occidental Asset Management, LLC 0.52% Add +5.9% 14,556 $4.1M
Stoneridge Investment Partners LLC 2.81% New 14,537 $4.1M
Texas Yale Capital Corp. 0.13% Add +31.7% 14,430 $4.1M
NewEdge Wealth, LLC 0.06% Add +1.6% 14,345 $4.1M
Somerset Trust Co 1.25% Reduce -0.0% 14,380 $4.1M
SPC Financial, Inc. 0.32% Reduce -0.4% 14,379 $4.1M
Beacon Bank & Trust 0.87% Reduce -4.7% 14,299 $4.0M
Pinnacle Associates Ltd. 0.05% Reduce -0.9% 14,250 $4.0M
Greenwood Capital Associates LLC 0.46% Add +12.3% 14,234 $4.0M
First National Bank of Omaha 0.25% Reduce -4.4% 14,225 $4.0M
Weil Company, Inc. 0.96% Add +0.0% 14,192 $4.0M
Coastline Trust Co 0.43% No change 14,192 $4.0M
LMG Wealth Partners, LLC 0.74% Add +0.9% 14,159 $4.0M
Investment Research & Advisory Group, Inc. 1.35% Add +3.0% 14,132 $4.0M
New Hampshire Trust 0.77% Add +0.9% 14,100 $4.0M
Confluence Wealth Services, Inc. 0.19% Add +1.4% 13,997 $4.0M
Thrivent Financial for Lutherans 0.01% Reduce -96.4% 13,982 $3.9M
Financial Advisory Partners, LLC 1.14% Reduce -0.5% 13,886 $3.9M
Baxter Bros Inc. 0.45% Add +81.2% 13,880 $3.9M
Tower Research Capital LLC (TRC) 0.11% Reduce -2.2% 13,869 $3.9M
Long Run Wealth Advisors, LLC 0.77% Add +8.1% 13,851 $3.9M
Allstate Corp. 0.09% Add +1772.9% 13,803 $3.9M
Gabelli Funds LLC 0.03% Reduce -24.2% 13,800 $3.9M
Capital Group Private Client Services, Inc. 0.06% Reduce -73.8% 13,746 $3.9M
Unison Advisors LLC 0.35% Add +0.3% 13,631 $3.9M
Magnetar Financial LLC 0.02% Add +14.1% 13,615 $3.8M
Quadrant Capital Group LLC 0.12% Add +2.0% 13,390 $3.8M
Commerzbank Aktiengesellschaft 0.08% Add +6.9% 13,386 $3.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -8.6% 13,324 $3.8M
Level Four Advisory Services, LLC 0.13% Add +4.4% 13,297 $3.8M
Vestmark Advisory Solutions, Inc. 0.07% Add +13.8% 13,292 $3.8M
Costello Asset Management, INC 1.25% Reduce -3.6% 13,243 $3.7M
Inlet Private Wealth, LLC 0.84% Add +1751.2% 13,236 $3.7M
Corbyn Investment Management Inc. 1.69% Reduce -3.0% 13,211 $3.7M
Ostrum Asset Management 0.17% Add +32.6% 13,208 $3.7M
Cohen Investment Advisors LLC 1.81% Add +5.5% 13,191 $3.7M
Westwood Holdings Group Inc. 0.03% Add +0.7% 13,157 $3.7M
Delta Capital Management LLC 1.94% Reduce -0.3% 13,120 $3.7M
CSM Advisors, LLC 0.10% Reduce -66.7% 13,072 $3.7M
Main Street Financial Solutions, LLC 0.24% Add +11.1% 13,051 $3.7M
Nicollet Investment Management, Inc. 1.20% Reduce -2.1% 13,046 $3.7M
Praxis Investment Management Inc. 0.22% No change 12,990 $3.7M
Vista Investment Partners LLC 1.02% Add +0.7% 12,987 $3.7M
Logan Capital Management Inc. 0.15% Add +2.8% 12,976 $3.7M
Heritage Wealth Management, Inc. 1.07% Reduce -0.3% 12,907 $3.6M
Marble Harbor Investment Counsel, LLC 0.38% Add +0.8% 12,711 $3.6M
IFG Advisory, LLC 0.16% Add +10.3% 12,690 $3.6M
Alphinity Investment Management Pty Ltd 0.03% Add +5.8% 12,665 $3.6M
Legacy Wealth Management, LLC / MS 1.07% Reduce -14.2% 12,645 $3.6M
Bessemer Group Inc. 0.01% Reduce -0.0% 12,627 $3.6M
Marathon Capital Management 0.82% Add +17.3% 12,600 $3.6M
Clearstead Advisors, LLC 0.05% Reduce -3.9% 12,595 $3.6M
Empire Financial Management Company, LLC 0.81% Add +127.2% 12,591 $3.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +40.1% 12,552 $3.6M
Northcape Wealth Management, LLC 1.03% Add +0.7% 12,532 $3.5M
GeoWealth Management, LLC 0.13% Add +22.8% 12,393 $3.5M
Sig Brokerage, LP 0.88% Reduce -10.9% 12,382 $3.5M
Integrated Wealth Concepts LLC 0.03% Add +11.8% 12,355 $3.5M
Central Bank & Trust Co. 0.55% Reduce -1.3% 12,342 $3.5M
Summit Trail Advisors, LLC 0.05% Add +24.1% 12,298 $3.5M
Stance Capital LLC 1.27% Add +394.5% 12,289 $3.5M
Banque Cantonale Vaudoise 0.13% Add +8.1% 12,256 $3.5M
Panagora Asset Management Inc. 0.01% Add +169.2% 12,226 $3.5M
Victrix Investment Advisors 1.88% Add +0.8% 12,170 $3.4M
Moneta Group Investment Advisors LLC 0.03% Add +0.1% 12,127 $3.4M
Moors & Cabot, Inc. 0.15% Reduce -1.2% 12,025 $3.4M
Letson Investment Management, Inc. 1.20% Add +1.4% 11,880 $3.4M
Perigon Wealth Management, LLC 0.07% Add +32.3% 11,809 $3.3M
Patten Group, Inc. 0.65% Reduce -0.2% 11,806 $3.3M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +2.6% 11,693 $3.3M
Bristlecone Advisors, LLC 0.27% Reduce -3.0% 11,648 $3.3M
Shikiar Asset Management Inc. 0.91% Reduce -48.0% 11,640 $3.3M
Orca Wealth Management, LLC 2.48% Reduce -0.5% 11,617 $3.3M
South Dakota Investment Council 0.06% Reduce -15.3% 11,614 $3.3M
Stonebrook Private Inc. 0.71% Add +1.9% 11,591 $3.3M
MV Capital Management, Inc. 0.31% Add +12.2% 11,452 $3.2M
Marshall Wace, LLP 0.00% New 11,383 $3.2M
Sagespring Wealth Partners, LLC 0.06% Reduce -3.4% 11,339 $3.2M
Peterson Wealth Services 0.79% Reduce -82.9% 1,934 $3.2M
Tiaa Trust, National Association 0.01% Reduce -1.1% 11,133 $3.1M
WCM Investment Management, LLC 0.01% Add +12.5% 11,214 $3.1M
Caprock Group, LLC 0.08% — 11,353 $3.1M
Caliber Wealth Management, LLC / KS 0.35% Add +2.4% 11,045 $3.1M
Fifth Third Wealth Advisors LLC 0.11% Reduce -1.3% 10,999 $3.1M
apricus wealth, LLC 1.67% Add +2.4% 10,949 $3.1M
Silvant Capital Management LLC 0.11% Reduce -4.7% 10,914 $3.1M
Park National Corp. 0.10% Reduce -1.6% 10,869 $3.1M
Twin Capital Management Inc. 0.38% Reduce -27.6% 10,737 $3.0M
Mission Wealth Management, LP 0.06% Reduce -3.3% 10,705 $3.0M
Argonautica Private Wealth Management, Inc. 0.87% Add +0.9% 10,597 $3.0M
Argent Trust Co 0.11% Add +2.2% 10,584 $3.0M
Johnson Financial Group, Inc. 0.11% Add +1.9% 10,529 $3.0M
OneDigital Investment Advisors LLC 0.03% Reduce -6.2% 10,550 $3.0M
LVW Advisors, LLC 0.31% Reduce -9.1% 10,546 $3.0M
Hutner Capital Management Inc. 1.25% Add +6.7% 10,471 $3.0M
Waverly Advisors, LLC 0.03% Add +21.8% 10,396 $2.9M
Legacy Wealth Asset Management, LLC 0.71% Add +42.1% 10,359 $2.9M
UMB Bank, n.a. 0.04% Reduce -0.4% 10,336 $2.9M
Los Angeles Capital Management LLC 0.01% Add +45.0% 10,311 $2.9M
Great Valley Advisor Group, Inc. 0.06% Add +12.1% 10,286 $2.9M
Griffin Asset Management, Inc. 0.32% Add +1.0% 10,228 $2.9M
Nelson Capital Management, LLC 0.34% Add +2.1% 10,202 $2.9M
Legato Capital Management LLC 0.31% No change 10,200 $2.9M
Farther Finance Advisors, LLC 0.04% Add +66.8% 10,071 $2.8M
Pallas Capital Advisors LLC 0.10% Add +43.5% 10,010 $2.8M
Bayview Asset Management, LLC 2.17% New 10,000 $2.8M
Mufg Securities Americas Inc. 0.18% Add +21.1% 9,999 $2.8M
Argyle Capital Management, LLC 0.98% No change 9,998 $2.8M
Equitable Trust Co. 0.13% Add +1.8% 9,893 $2.8M
Platform Technology Partners 0.66% Add +6.6% 9,812 $2.8M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -11.0% 9,794 $2.8M
Portland Global Advisors LLC 0.31% Reduce -1.6% 9,758 $2.8M
XXEC, Inc. 2.32% Add +44.0% 9,748 $2.8M
Meeder Advisory Services, Inc. 0.13% Add +0.5% 9,676 $2.7M
Exencial Wealth Advisors, LLC 0.09% Reduce -2.3% 9,602 $2.7M
GWN Securities Inc. 0.63% New 9,597 $2.7M
1832 Asset Management L.P. 0.00% Add +9.8% 9,592 $2.7M
CFS Investment Advisory Services, LLC 0.20% Reduce -0.1% 9,559 $2.7M
Chicago Capital, LLC 0.07% Reduce -1.2% 9,515 $2.7M
Littlejohn Financial Services, Inc. 1.94% Add +154.9% 9,431 $2.7M
Naples Global Advisors, LLC 0.21% Add +12.5% 9,381 $2.7M
Penobscot Investment Management Company, Inc. 0.20% Add +9.3% 9,402 $2.7M
Smith Salley Wealth Management 0.14% Reduce -1.3% 9,332 $2.6M
Atlantic Union Bankshares Corp 0.05% Add +157.7% 9,267 $2.6M
Point72 Europe (London) LLP 0.14% Add +94.5% 9,265 $2.6M
Douglass Winthrop Advisors, LLC 0.05% Reduce -2.2% 9,189 $2.6M
Pictet North America Advisors SA 0.24% Add +0.5% 9,162 $2.6M
Vista Investment Partners Ii, LLC 1.20% Add +1.2% 9,121 $2.6M
Cohen Klingenstein LLC 0.08% No change 9,120 $2.6M
Lincoln Capital LLC 0.48% Reduce -4.2% 9,054 $2.6M
Haverford Trust Co 0.02% Reduce -1.0% 9,073 $2.6M
Ameritas Investment Partners, Inc. 0.08% Add +5.0% 9,072 $2.6M
Lantz Financial LLC 0.57% Reduce -0.4% 9,070 $2.6M
PFG Advisors 0.10% Add +17.5% 9,048 $2.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.89% Add +1.2% 9,034 $2.5M
NJ State Employees Deferred Compensation Plan 0.28% No change 9,028 $2.5M
Vestcor Inc 0.08% Reduce -2.5% 9,023 $2.5M
Security National Bank 0.39% Add +8.2% 9,018 $2.5M
InTrack Investment Management Inc 1.51% Add +56.9% 8,964 $2.5M
Brighton Jones LLC 0.06% Add +79.7% 8,950 $2.5M
Savant Capital, LLC 0.02% Add +1.0% 8,912 $2.5M
Edgestream Partners, L.P. 0.07% New 8,889 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.10% Add +8.7% 8,863 $2.5M
Coldstream Capital Management Inc. 0.03% Reduce -4.9% 8,804 $2.5M
Alaethes Wealth, LLC 0.70% Add +2.7% 8,735 $2.5M
Round Rock Advisors LLC 0.39% Add +0.3% 8,731 $2.5M
HighPoint Advisor Group LLC 0.12% Add +0.5% 8,726 $2.5M
Lockheed Martin Investment Management Co. 0.09% Reduce -3.1% 8,700 $2.5M
Walleye Trading LLC 0.04% Add +381.9% 8,669 $2.4M
Ritholtz Wealth Management 0.05% Reduce -2.0% 8,663 $2.4M
Polymer Capital Management (US) LLC 0.32% New 8,637 $2.4M
Bowman & Co S.C. 1.03% Reduce -0.9% 8,626 $2.4M
Bowen Hanes & Co. Inc. 0.06% No change 8,495 $2.4M
J.W. Cole Advisors, Inc. 0.05% Reduce -28.8% 8,480 $2.4M
Phoenix Wealth Advisors 0.91% Reduce -2.1% 8,431 $2.4M
Engineers Gate Manager LP 0.03% Add +23.8% 8,430 $2.4M
Ossiam 0.03% Reduce -16.4% 8,395 $2.4M
Krilogy Financial LLC 0.09% New 8,293 $2.3M
Aptus Capital Advisors, LLC 0.02% Add +4.7% 8,315 $2.3M
Vise Technologies, Inc. 0.09% Reduce -32.6% 8,297 $2.3M
HM Payson & Co. 0.03% Add +4.4% 8,277 $2.3M
West Michigan Advisors, LLC 0.56% Reduce -23.0% 8,224 $2.3M
Evelyn Partners Asset Management Ltd 0.53% Add +4.9% 8,242 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +1.3% 8,176 $2.3M
NWF Advisory Services Inc. 0.25% Add +568.9% 8,167 $2.3M
Exchange Traded Concepts, LLC 0.02% Add +91.0% 8,127 $2.3M
Coastal Bridge Advisors, LLC 0.17% Add +2.7% 8,121 $2.3M
GAMMA Investing LLC 0.13% Reduce -2.5% 8,084 $2.3M
Brooks, Moore & Associates, Inc. 1.15% Reduce -0.8% 8,058 $2.3M
Callan Family Office, LLC 0.07% Reduce -8.0% 8,051 $2.3M
VestGen Advisors, LLC 0.08% Add +68.5% 8,040 $2.3M
Cary Street Partners Financial LLC 0.06% Reduce -4.4% 8,030 $2.3M
Fort Washington Investment Advisors Inc. 0.01% Reduce -8.0% 8,023 $2.3M
Bulldog Investors, LLP 0.53% New 8,000 $2.3M
Brown Brothers Harriman & Co. 0.01% Reduce -3.3% 7,969 $2.2M
Delta Financial Advisors LLC 0.63% Add +1.0% 7,962 $2.2M
Constant Guidance Financial LLC 1.79% Reduce -29.0% 7,927 $2.2M
Manning & Napier Advisors LLC 0.03% Reduce -66.9% 7,886 $2.2M
Concord Asset Management, LLC 0.40% Reduce -1.2% 7,856 $2.2M
Joel Isaacson & Co., LLC 0.08% No change 7,844 $2.2M
Concord Wealth Partners 0.31% Reduce -1.4% 7,841 $2.2M
Central Valley Advisors, LLC 0.68% Reduce -0.2% 7,815 $2.2M
WealthShield Partners, LLC 0.25% Add +1.9% 7,788 $2.2M
Lecap Asset Management Ltd. 0.76% New 7,784 $2.2M
Modern Wealth Management, LLC 0.04% Add +173.6% 7,780 $2.2M
Freedom Day Solutions, LLC 0.59% Add +3.6% 7,732 $2.2M
Davidson Trust Co. 0.90% Add +0.3% 7,727 $2.2M
Andra AP-fonden 0.03% New 7,700 $2.2M
Parkside Financial Bank & Trust 0.17% Reduce -0.8% 7,687 $2.2M
Roundview Capital LLC 0.14% Reduce -11.7% 7,685 $2.2M
Burney Co./ 0.07% Reduce -1.3% 7,671 $2.2M
Choate Investment Advisors 0.04% Add +12.1% 7,671 $2.2M
Herold Advisors, Inc. 0.50% Add +12.4% 7,629 $2.2M
King Luther Capital Management Corp. 0.01% Add +1.2% 7,569 $2.1M
Global Retirement Partners, LLC 0.05% Reduce -5.8% 7,564 $2.1M
Monarch Capital Management Inc. 0.52% Add +5.5% 7,527 $2.1M
Perpetual Ltd 0.03% Add +7.5% 7,537 $2.1M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -2.2% 7,512 $2.1M
Forum Financial Management, LP 0.03% Add +0.1% 7,494 $2.1M
A. D. Beadell Investment Counsel, Inc. 1.43% Reduce -2.2% 7,445 $2.1M
Aries Wealth Management 0.50% No change 7,439 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +1.9% 7,434 $2.1M
Lederer & Associates Investment Counsel 1.36% Reduce -1.6% 7,422 $2.1M
BKM Wealth Management, LLC 0.77% Add +2.1% 7,384 $2.1M
Mitchell & Pahl Private Wealth, LLC 0.87% Add +0.5% 7,381 $2.1M
Stratos Wealth Partners, LTD. 0.02% Add +43.6% 7,368 $2.1M
Guyasuta Investment Advisors Inc. 0.12% Add +0.1% 7,295 $2.1M
Meridian Investment Counsel Inc. 0.50% Add +2.3% 7,194 $2.0M
Culbertson A N & Co. Inc. 0.29% New 7,186 $2.0M
Dividend Assets Capital, LLC 0.35% Add +5.0% 7,165 $2.0M
Neville Rodie & Shaw Inc. 0.15% No change 7,164 $2.0M
NBT Bank, N.A. 0.13% Reduce -2.0% 7,136 $2.0M
Raiffeisen Bank International AG 0.03% Add +52.3% 7,166 $2.0M
Tema ETFs LLC 0.17% New 7,091 $2.0M
Heritage Trust Co 0.21% Reduce -11.0% 7,088 $2.0M
Advisor OS, LLC 0.17% Add +117.1% 7,062 $2.0M
Equitable Holdings, Inc. 0.01% Add +4.7% 7,025 $2.0M
Clear Harbor Asset Management, LLC 0.14% Add +0.3% 6,953 $2.0M
Lester Murray Antman dba SimplyRich 0.53% Reduce -0.1% 6,942 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.3% 6,925 $2.0M
Virtus Investment Advisers, LLC 0.56% Add +38.9% 6,893 $1.9M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -10.4% 6,882 $1.9M
First National Trust Co 0.07% Reduce -28.2% 6,856 $1.9M
Quadcap Wealth Management, LLC 0.23% Add +9.2% 6,819 $1.9M
Plato Investment Management Ltd 0.13% No change 6,820 $1.9M
Nicholson Wealth Management Group, LLC 1.12% Add +7.9% 6,754 $1.9M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -32.6% 6,751 $1.9M
Ballentine Partners, LLC 0.03% Reduce -3.1% 6,732 $1.9M
Mather Group, Llc. 0.02% Reduce -0.8% 6,692 $1.9M
Ashton Thomas Securities, LLC 0.26% New 6,692 $1.9M
Family Legacy, Inc. 0.58% Reduce -0.2% 6,683 $1.9M
NorthRock Partners, LLC 0.03% Add +36.8% 6,543 $1.8M
Schear Investment Advisers, LLC 0.81% Add +1.7% 6,458 $1.8M
Kempner Capital Management Inc. 1.50% Reduce -46.4% 6,402 $1.8M
Smartleaf Asset Management LLC 0.11% Add +23.6% 6,463 $1.8M
Signaturefd, LLC 0.03% Reduce -5.9% 6,399 $1.8M
Thoroughbred Financial Services, LLC 0.11% Reduce -3.5% 6,399 $1.8M
Bridges Investment Management Inc. 0.02% Add +41.2% 6,383 $1.8M
Gilliland Jeter Wealth Management LLC 0.56% Reduce -3.2% 6,380 $1.8M
Bank Pictet & Cie (Europe) AG 0.04% Add +9.3% 6,354 $1.8M
Parallel Advisors, LLC 0.03% Reduce -1.9% 6,294 $1.8M
Mutual Advisors, LLC 0.04% Add +109.8% 6,245 $1.8M
Baldwin Investment Management, LLC 0.20% No change 6,237 $1.8M
Cunning Capital Partners, LP 0.81% No change 6,229 $1.8M
Inscription Capital, LLC 0.19% Add +0.7% 6,225 $1.8M
Faithward Advisors, LLC 0.26% Add +0.5% 6,219 $1.8M
Quantitative Investment Management, LLC 0.24% New 6,171 $1.7M
Resources Management Corp. /CT/ 0.22% Add +1.8% 6,158 $1.7M
Balyasny Asset Management L.P. 0.00% Add +61.1% 6,143 $1.7M
Trail Ridge Investment Advisors, LLC 0.78% Reduce -1.8% 6,133 $1.7M
Thompson Davis & Co., Inc. 1.07% No change 6,125 $1.7M
Legacy Private Trust Co. 0.10% Add +45.2% 6,111 $1.7M
New England Research & Management, Inc. 0.79% Add +41.9% 6,075 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -1.7% 6,010 $1.7M
Ally Financial Inc. 0.21% New 6,000 $1.7M
Eagle Global Advisors LLC 0.06% No change 6,000 $1.7M
Valmark Advisers, Inc. 0.02% Add +3.1% 5,963 $1.7M
Integrity Alliance, Llc. 0.08% Add +15.1% 5,893 $1.7M
Arkadios Wealth Advisors 0.04% Add +34.2% 5,883 $1.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.35% Reduce -3.9% 5,857 $1.7M
Elevation Point Wealth Partners, LLC 0.11% Add +303.5% 5,823 $1.6M
Frank, Rimerman Advisors LLC 0.11% Add +17.7% 5,811 $1.6M
Transcend Capital Advisors, LLC 0.12% Add +9.6% 5,799 $1.6M
Alkeme Wealth, LLC 0.70% Reduce -0.0% 5,777 $1.6M
Capital Investment Advisors, LLC 0.03% Add +4.9% 5,760 $1.6M
Ascent Group, LLC 0.06% Reduce -0.6% 5,724 $1.6M
Eastern Bank 0.03% Reduce -5.8% 5,717 $1.6M
Sepio Capital, LP 0.09% Reduce -0.2% 5,665 $1.6M
Summitry LLC 0.07% Add +9.9% 5,663 $1.6M
Stillwater Wealth Management Group 1.12% — 5,652 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +1.9% 5,623 $1.6M
Jacobi Capital Management LLC 0.10% Add +1.0% 5,590 $1.6M
Journey Advisory Group, LLC 0.12% Reduce -4.6% 5,577 $1.6M
GS Investments, Inc. 0.78% No change 5,565 $1.6M
AlphaStar Capital Management, LLC 0.14% Reduce -5.5% 5,551 $1.6M
EverSource Wealth Advisors, LLC 0.06% Add +14.5% 5,544 $1.6M
Central Pacific Bank - Trust Division 0.20% Reduce -0.0% 5,525 $1.6M
IHT Wealth Management, LLC 0.04% Add +16.5% 5,524 $1.6M
Field & Main Bank 0.46% Add +1.4% 5,510 $1.6M
Monte Financial Group, LLC 0.57% Add +2.1% 5,493 $1.6M
Roxbury Financial LLC 1.43% Reduce -0.8% 5,488 $1.5M
Wedmont Private Capital 0.06% Reduce -14.2% 5,352 $1.5M
Nichols & Pratt Advisers LLP 0.10% Add +10.9% 5,460 $1.5M
Certuity, LLC 0.11% Add +42.0% 5,451 $1.5M
Trust Co. of Oklahoma 0.45% Add +0.9% 5,427 $1.5M
Sumitomo Life Insurance Co. 0.05% Reduce -2.9% 5,426 $1.5M
Magnolia Capital Advisors LLC 0.40% Reduce -4.2% 5,424 $1.5M
Stablepoint Partners, LLC 0.24% Add +3.3% 5,418 $1.5M
AA Financial Advisors, LLC 0.30% Add +8.9% 5,416 $1.5M
Sierra Summit Advisors LLC 0.23% Add +1.5% 5,411 $1.5M
Ellevest, Inc. 0.22% Add +246.5% 5,405 $1.5M
Trueblood Wealth Management, LLC 0.59% Add +3.5% 5,404 $1.5M
Demars Financial Group, LLC 0.53% Reduce -8.6% 5,402 $1.5M
Impact Capital Partners LLC 0.46% Reduce -8.0% 5,398 $1.5M
Shayne & Jacobs, LLC 0.47% No change 5,370 $1.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.24% No change 5,364 $1.5M
Cordatus Wealth Management LLC 0.36% Reduce -19.0% 5,351 $1.5M
Towne Trust Company, N.A 0.49% Add +33.0% 5,326 $1.5M
PFS Partners, LLC 0.71% Reduce -0.6% 5,296 $1.5M
Westpac Banking Corp. 0.09% Add +11.7% 5,276 $1.5M
Sage Investment Counsel LLC 1.64% Add +14.4% 5,256 $1.5M
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -38.6% 5,218 $1.5M
Walleye Capital LLC 0.01% Add +333.8% 5,171 $1.5M
Transatlantique Private Wealth LLC 0.48% Reduce -1.4% 5,252 $1.5M
S-Bank Fund Management Ltd 0.19% Reduce -1.3% 5,114 $1.4M
Procyon Advisors, LLC 0.09% Reduce -8.0% 5,096 $1.4M
Avior Wealth Management, LLC 0.05% Add +34.9% 5,079 $1.4M
Wealth Quarterback LLC 0.55% Reduce -7.2% 5,050 $1.4M
Fiduciary Group, LLC 0.12% Add +9.3% 5,032 $1.4M
Scotia Capital Inc. 0.01% Reduce -6.4% 5,023 $1.4M
Canandaigua National Bank & Trust Co. 0.12% Reduce -0.0% 5,014 $1.4M
Essex Financial Services, Inc. 0.08% Reduce -4.1% 4,984 $1.4M
Saxon Interests, Inc. 0.55% Add +4.3% 5,080 $1.4M
Promus Capital, LLC 0.89% Add +2.5% 4,942 $1.4M
Private Trust Co. NA 0.12% Reduce -1.4% 4,918 $1.4M
Profund Advisors LLC 0.04% Add +17.5% 4,898 $1.4M
Wright Investors Service Inc. 0.40% Reduce -42.4% 4,893 $1.4M
AE Wealth Management LLC 0.01% Add +19.3% 4,884 $1.4M
First Bank & Trust 0.23% Reduce -3.3% 4,841 $1.4M
Webster Bank, N. A. 0.13% Reduce -4.3% 4,832 $1.4M
Berry Wealth Group, LP 4.44% Reduce -64.7% 4,821 $1.4M
Delta Global Management LP 0.10% Add +59.0% 4,814 $1.4M
DB Fitzpatrick & Co, Inc 1.22% Reduce -2.0% 4,789 $1.4M
Harold Davidson & Associates Inc. 0.61% Add +41.4% 4,785 $1.4M
Arista Wealth Management, LLC 0.17% No change 4,771 $1.3M
Columbia Bank 0.38% Add +10.0% 4,820 $1.3M
Brooklyn Investment Group 0.18% Reduce -2.7% 4,700 $1.3M
Valley National Advisers Inc. 0.21% Add +0.1% 4,746 $1.3M
Caerus Investment Advisors, LLC 0.55% New 4,739 $1.3M
Ballast, Inc. 0.33% Add +0.1% 4,737 $1.3M
Centaurus Financial, Inc. 0.06% Add +1.2% 4,717 $1.3M
Wealthspire Advisors, LLC 0.01% Add +39.4% 4,698 $1.3M
Altfest L J & Co. Inc. 0.15% Add +437.0% 4,688 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -9.4% 4,678 $1.3M
TD Private Client Wealth LLC 0.03% Reduce -17.7% 4,637 $1.3M
111 Capital 0.25% Add +242.1% 4,636 $1.3M
Asset Planning,Inc 0.94% Add +3.8% 4,625 $1.3M
IFP Advisors, Inc 0.03% Add +16.4% 4,624 $1.3M
Advisory Resource Group 0.23% Add +19.8% 4,623 $1.3M
Compound Planning, Inc. 0.04% Reduce -18.3% 4,621 $1.3M
Claro Advisors Inc. 0.19% Add +1.6% 4,609 $1.3M
Parsons Capital Management Inc. 0.07% No change 4,602 $1.3M
Brookstone Capital Management 0.02% Add +112.5% 4,590 $1.3M
Delphi Management Inc. 1.20% Add +0.1% 4,576 $1.3M
Valeo Financial Advisors, LLC 0.03% Reduce -31.7% 4,551 $1.3M
Minot DeBlois Advisors LLC 1.16% Add +1.4% 4,543 $1.3M
Asset Dedication, LLC 0.09% Add +2.7% 4,543 $1.3M
Providence First Trust Co 0.44% Reduce -7.6% 4,532 $1.3M
Missouri Trust & Investment Co 0.38% Add +6.9% 4,521 $1.3M
Syon Capital LLC 0.07% Add +15.7% 4,515 $1.3M
Shorepoint Capital Partners LLC 0.25% — 4,514 $1.3M
Ceeto Capital Group, LLC 0.37% Add +28.6% 4,500 $1.3M
Zions Bancorporation, National Association 0.06% Reduce -5.3% 4,503 $1.3M
Convergence Investment Partners, LLC 0.29% Add +451.0% 4,502 $1.3M
Lansing Street Advisors 0.33% Add +7.0% 4,440 $1.3M
NFSG Corp 0.19% Reduce -8.2% 4,434 $1.3M
Applied Finance Capital Management, LLC 0.09% Reduce -5.2% 4,422 $1.2M
Formidable Asset Management, LLC 0.20% Reduce -0.5% 4,291 $1.2M
RoundAngle Advisors LLC 0.96% Reduce -1.1% 4,399 $1.2M
Huntleigh Advisors, Inc. 0.21% Reduce -2.5% 4,389 $1.2M
Abbot Financial Management, Inc. 0.53% Add +12.7% 4,373 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +3.3% 4,363 $1.2M
Larson Financial Group LLC 0.04% Add +25.0% 4,355 $1.2M
Applied Capital LLC 0.87% No change 4,329 $1.2M
Trust Asset Management LLC 0.08% No change 4,329 $1.2M
Pine Valley Investments Ltd Liability Co 0.06% Add +7.5% 4,305 $1.2M
Foster & Motley Inc. 0.07% Reduce -0.1% 4,312 $1.2M
Nicholas Wealth, LLC. 0.89% Add +14.7% 4,290 $1.2M
MGB Wealth Management, LLC 0.34% Reduce -3.9% 4,269 $1.2M
Richard Bernstein Advisors LLC 0.03% Reduce -51.1% 4,267 $1.2M
DF Dent & Co. Inc. 0.02% Reduce -0.2% 4,245 $1.2M
Jefferies Financial Group Inc. 0.01% Add +385.3% 4,232 $1.2M
CSU Producer Resources, Inc. 3.51% No change 4,213 $1.2M
CNB Bank 0.49% Add +11.3% 4,204 $1.2M
Total Clarity Wealth Management, Inc. 0.32% Reduce -6.8% 4,199 $1.2M
Relyea Zuckerberg Hanson LLC 0.12% Reduce -1.7% 4,191 $1.2M
Westhampton Capital, LLC 0.58% No change 4,190 $1.2M
Cornerstone Wealth Management, LLC 0.07% Add +0.3% 4,187 $1.2M
Beverly Hills Private Wealth, LLC 0.21% Reduce -14.7% 4,186 $1.2M
Meadow Creek Wealth Advisors LLC 0.78% Add +1.4% 4,391 $1.2M
Prosperity Consulting Group, LLC 0.06% Add +131.2% 4,162 $1.2M
JT Stratford LLC 0.16% Add +269.3% 4,162 $1.2M
Insigneo Advisory Services, LLC 0.08% Reduce -2.1% 4,123 $1.2M
Financial Security Advisor, Inc. 0.24% Reduce -0.1% 4,023 $1.1M
Pitcairn Co. 0.09% Reduce -21.3% 4,024 $1.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.55% Reduce -42.9% 4,000 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Add +0.1% 3,991 $1.1M
Montag A & Associates Inc. 0.05% Reduce -5.3% 3,980 $1.1M
First Citizens Bank & Trust Co. 0.02% Reduce -6.9% 3,979 $1.1M
Grey Ledge Advisors, LLC 0.25% Add +0.1% 3,965 $1.1M
FC Advisory LLC 0.33% No change 3,964 $1.1M
StoneX Group Inc. 0.05% Add +4.9% 3,951 $1.1M
FRG Family Wealth Advisors LLC 0.18% No change 3,963 $1.1M
TigerOak Management, L.L.C. 0.35% No change 3,957 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +9.9% 4,044 $1.1M
Signal Advisors Wealth, LLC 0.10% Reduce -38.6% 3,935 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -8.6% 3,934 $1.1M
Integrated Quantitative Investments LLC 0.31% Add +49.3% 3,914 $1.1M
Csenge Advisory Group 0.05% Reduce -7.0% 3,911 $1.1M
Compagnie Lombard Odier SCmA 0.01% Reduce -26.1% 3,900 $1.1M
Galibier Capital Management Ltd. 0.37% No change 3,897 $1.1M
Fisher Asset Management 0.00% Reduce -5.1% 3,890 $1.1M
Gryphon Financial Partners LLC 0.12% Add +0.4% 3,875 $1.1M
Lakeside Advisors, INC. 0.69% Reduce -3.0% 3,868 $1.1M
Invera Wealth Advisors, LLC 0.66% Reduce -0.2% 3,786 $1.1M
Grove Bank & Trust 0.13% Reduce -8.8% 3,784 $1.1M
Pekin Hardy Strauss, Inc. 0.11% Add +0.1% 3,737 $1.1M
Evoke Wealth, LLC 0.02% Add +10.8% 3,722 $1.1M
Sigma Planning Corp 0.03% Reduce -7.0% 3,734 $1.1M
Epiq Partners, LLC 0.51% No change 3,714 $1.0M
WBH Advisory Inc. 0.08% Reduce -1.5% 3,708 $1.0M
Sivia Capital Partners, LLC 0.30% Add +166.3% 3,707 $1.0M
Fidelis Capital Partners, LLC 0.08% Add +0.4% 3,707 $1.0M
Sentry LLC 0.26% No change 3,701 $1.0M
Rothschild Investment LLC 0.06% Add +96.0% 3,698 $1.0M
Spinnaker Trust 0.06% Reduce -2.5% 3,698 $1.0M
RMR Wealth Builders 0.09% Reduce -22.5% 3,673 $1.0M
X-Square Capital, LLC 0.32% No change 3,667 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.17% Reduce -4.7% 3,744 $1.0M
SVB Wealth LLC 0.06% Reduce -2.6% 3,654 $1.0M
Wolverine Trading, LLC 0.02% Reduce -78.9% 3,678 $1.0M
Cigna Investments Inc. 0.15% Reduce -1.3% 3,639 $1.0M
Impact Partnership Wealth, LLC 0.15% Add +49.2% 3,638 $1.0M
Connecticut Wealth Management, LLC 0.05% Add +1.3% 3,634 $1.0M
Emprise Bank 0.44% Add +0.1% 3,603 $1.0M
AMG National Trust Bank 0.02% Reduce -4.0% 3,595 $1.0M
Balefire, LLC 0.20% Add +1.6% 3,576 $1.0M
CENTRAL TRUST Co 0.02% Add +1.1% 3,573 $1.0M
LCNB Corp. 0.35% Reduce -1.8% 3,571 $1.0M
Mattern Wealth Management LLC 0.20% Reduce -16.3% 3,566 $1.0M
Sippican Capital Advisors 0.67% No change 3,565 $1.0M
KRS Capital Management, LLC 0.61% Reduce -0.5% 3,561 $1.0M
Aaron Wealth Advisors LLC 0.06% Add +68.3% 3,516 $992K
Caisse de depot et placement du Quebec 0.00% Reduce -99.0% 3,516 $992K
Gsa Capital Partners LLP 0.08% Reduce -31.5% 3,512 $991K
Harbour Capital Advisors, LLC 0.20% Reduce -6.5% 3,421 $989K
Principle Wealth Partners LLC 0.06% Reduce -0.1% 3,483 $983K
Northstar Group, Inc. 0.15% Add +10.4% 3,465 $978K
Castlekeep Investment Advisors LLC 0.46% Reduce -16.6% 3,451 $974K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.3% 3,448 $973K
MJP Associates Inc. 0.13% Add +21.0% 3,435 $970K
Columbia Asset Management 0.18% Reduce -3.5% 3,425 $967K
Checchi Capital Advisers, LLC 0.07% Reduce -8.6% 3,414 $964K
Gratus Wealth Advisors, LLC 0.14% Reduce -2.8% 3,404 $961K
American Trust Investment Advisors, LLC 0.49% No change 3,386 $956K
Cim Investment Management Inc. 0.26% Reduce -50.7% 3,377 $953K
Carnegie Lake Advisors LLC 0.37% No change 3,375 $953K
Trivium Point Advisory, LLC 0.10% Add +5.3% 3,337 $942K
Bridgefront Capital, LLC 0.27% New 3,300 $931K
SkyView Investment Advisors, LLC 0.12% Reduce -1.4% 3,296 $930K
West Family Investments, Inc. 0.21% Reduce -7.2% 3,292 $929K
Cushing Capital Partners, LLC 0.73% Reduce -1.8% 3,275 $927K
Meridian Wealth Advisors, LLC 0.13% Reduce -3.6% 3,281 $926K
Avestar Capital, LLC 0.07% Reduce -10.5% 3,265 $923K
Meridian Wealth Management, LLC 0.04% Reduce -1.4% 3,269 $923K
Welch Group, LLC 0.04% Add +20.6% 3,221 $909K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -79.5% 3,219 $909K
Mill Capital Management, LLC 0.07% No change 3,210 $906K
Granite Investment Partners, LLC 0.05% Reduce -91.5% 3,190 $900K
AlphaCore Capital LLC 0.03% Add +46.1% 3,174 $899K
Mitchell Sinkler & Starr 0.40% Reduce -0.2% 3,183 $898K
Saturna Capital Corp. 0.01% No change 3,170 $895K
Williams Jones Wealth Management, LLC. 0.01% Reduce -21.6% 3,168 $894K
Viawealth, LLC 0.49% Reduce -6.0% 3,156 $891K
Cordgrass Capital Advisors, LLC 0.22% Reduce -24.4% 3,155 $890K
Keel Point, LLC 0.05% Add +4.6% 3,137 $885K
Allred Capital Management, LLC 0.30% New 3,094 $873K
NORTHSTAR ASSET MANAGEMENT Co 0.19% Reduce -0.8% 3,090 $872K
Simmons Bank 0.06% Reduce -10.7% 3,088 $872K
One Capital Management, LLC 0.03% Reduce -8.2% 3,086 $871K
Legacy Financial Advisors, Inc. 0.12% Add +11.1% 3,082 $870K
Natural Investments, LLC 0.22% Reduce -0.3% 3,082 $869K
Optimum Investment Advisors 0.34% No change 3,070 $867K
Howard Capital Management, LLC 0.01% Reduce -15.1% 3,060 $864K
Premier Path Wealth Partners, LLC 0.11% Reduce -11.2% 3,032 $856K
MQS Management LLC 0.50% Add +104.9% 3,031 $856K
International Assets Investment Management, LLC 0.07% No change 2,951 $855K
Bull Street Advisors, LLC 0.40% Reduce -0.8% 3,025 $854K
1ST Source Bank 0.04% Reduce -1.5% 3,022 $853K
Finivi Inc. 0.54% No change 3,000 $847K
Point Windward Advisors Inc. 0.40% No change 2,980 $841K
Rehmann Capital Advisory Group 0.05% Reduce -6.8% 2,992 $838K
Moloney Securities Asset Management, LLC 0.10% Reduce -16.2% 2,959 $835K
Edmond DE Rothschild Holding S.A. 0.01% Add +7.3% 2,950 $833K
Kennebec Savings Bank 0.76% Add +2.4% 2,948 $832K
FSM Wealth Advisors, LLC 0.12% Add +7.3% 2,926 $826K
Elevate Capital Advisors, LLC 0.57% New 2,913 $822K
Net Worth Advisory Group 0.24% Reduce -3.3% 2,898 $818K
Crestwood Advisors Group, LLC 0.01% Add +8.4% 2,879 $813K
First American Bank 0.05% No change 2,878 $812K
Keyes, Stange & Wooten Wealth Management, LLC 0.39% Reduce -0.8% 2,868 $809K
Sage Mountain Advisors LLC 0.05% Reduce -10.3% 2,835 $800K
Segment Wealth Management, LLC 0.05% No change 2,832 $799K
Chilton Investment Co. Inc. 0.02% Add +66.0% 2,830 $799K
Worth Financial Advisory Group, LLC 0.45% Reduce -5.2% 2,825 $797K
Atlas Legacy Advisors, LLC 0.15% Reduce -13.2% 2,824 $797K
Stiles Financial Services Inc 0.25% Reduce -8.5% 2,818 $795K
Rossmore Private Capital 0.09% No change 2,804 $791K
United Asset Strategies, Inc. 0.06% Add +0.5% 2,800 $790K
Conning Inc. 0.03% Reduce -7.7% 2,780 $785K
Canopy Partners, LLC 0.26% Reduce -1.4% 2,777 $784K
Money Concepts Capital Corp. 0.05% Add +155.0% 2,774 $783K
Merrion Investment Management Co, LLC 0.45% No change 2,771 $782K
Baader Bank Aktiengesellschaft 0.06% Add +8.1% 2,768 $781K
Fullerton Fund Management Co Ltd. 0.03% New 2,762 $780K
Hamilton Wealth, LLC 0.16% Add +1.4% 2,759 $779K
LRI Investments, LLC 0.06% Add +0.1% 2,744 $774K
SeaCrest Wealth Management, LLC 0.08% Reduce -1.6% 2,689 $772K
Jackson Thornton Wealth Management, LLC 0.08% New 2,672 $767K
Nilsine Partners, LLC 0.07% Reduce -77.5% 2,714 $766K
Horizon Investment Services, LLC 0.29% Reduce -85.5% 2,687 $758K
Savvy Advisors, Inc. 0.03% Add +93.5% 2,671 $754K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.7% 2,664 $752K
Mount Lucas Management LP 0.34% Reduce -2.7% 2,654 $749K
Western Wealth Management, LLC 0.04% Add +3.0% 2,652 $748K
Cross Staff Investments Inc 0.52% No change 2,649 $748K
PDS Planning, Inc 0.05% Reduce -1.9% 2,642 $746K
1776 Wealth LLC 0.29% Reduce -2.6% 2,640 $745K
Kingswood Wealth Advisors, LLC 0.04% New 2,631 $743K
City State Bank 0.21% No change 2,629 $742K
FineMark National Bank & Trust 0.02% Reduce -10.3% 2,629 $742K
Trust Co. of Toledo NA 0.07% Add +12.6% 2,625 $741K
CWA Asset Management Group, LLC 0.03% Reduce -11.6% 2,610 $737K
Dempze Nancy E 0.40% No change 2,600 $734K
Somerville Kurt F 0.12% Add +8.3% 2,600 $734K
Evelyn Partners Investment Management (Europe) Ltd 0.25% Add +2.7% 2,592 $732K
Everett Harris & Co. 0.01% No change 2,579 $728K
Venturi Wealth Management, LLC 0.03% Add +8.3% 2,577 $727K
Headinvest, LLC 0.15% Reduce -4.3% 2,577 $727K
Ascentis Independent Advisors 0.12% Reduce -30.6% 2,576 $727K
Townsquare Capital LLC 0.11% Reduce -34.8% 2,576 $727K
First Affirmative Financial Network 0.34% Reduce -3.0% 2,575 $727K
AssuredPartners Investment Advisors, LLC 0.16% Add +56.2% 2,570 $725K
Dynasty Wealth Management, LLC 0.01% Reduce -13.9% 2,550 $720K
Icon Wealth Advisors, LLC 0.05% Reduce -26.2% 2,538 $716K
Catalyst Financial Partners LLC 0.09% Add +4.0% 2,527 $713K
Leavell Investment Management, Inc. 0.03% Add +2.2% 2,515 $712K
Ashton Thomas Private Wealth, LLC 0.02% Add +31.8% 2,512 $711K
Greenfield Savings Bank 0.30% Reduce -0.9% 2,512 $709K
Montecito Bank & Trust 0.11% — 2,509 $708K
Everhart Financial Group, Inc. 0.07% Add +16.6% 2,506 $707K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -4.0% 2,505 $707K
Knollwood Investment Advisory, LLC 0.06% No change 2,500 $706K
Monetary Management Group Inc. 0.16% No change 2,495 $704K
Northeast Investment Management 0.03% Reduce -16.1% 2,489 $703K
Ranch Capital Advisors Inc. 0.27% Reduce -0.2% 2,480 $702K
Sunesis Advisors, LLC 0.33% — 2,483 $701K
Turtle Creek Wealth Advisors, LLC 0.06% Add +70.5% 2,482 $701K
Blue Trust, Inc. 0.01% Reduce -14.0% 2,480 $700K
Essex Bank 0.16% Reduce -2.3% 2,479 $700K
Summit Global Investments 0.04% Add +4.0% 2,470 $697K
Apexium Financial, LP 0.03% Add +0.3% 2,461 $697K
Sound Financial Strategies Group, LLC 0.51% Reduce -9.3% 2,463 $695K
Valley Brook Capital Group, Inc. 0.47% Reduce -4.7% 2,455 $693K
AdvisorNet Financial, Inc 0.04% Add +3.0% 2,447 $691K
Burford Brothers, Inc. 0.29% Reduce -0.0% 2,435 $687K
Hohimer Wealth Management, LLC 0.10% Add +31.7% 2,430 $686K
Coign Capital Advisors LLC 0.38% Add +7.0% 2,430 $686K
Mayflower Financial Advisors, LLC 0.09% Add +8.1% 2,428 $685K
PFG Investments, LLC 0.04% Add +6.6% 2,423 $684K
Sky Investment Group LLC 0.12% No change 2,397 $677K
McDonald Partners LLC 0.20% Reduce -70.8% 2,394 $676K
Mairs & Power Inc. 0.01% Reduce -3.0% 2,392 $675K
Crescent Sterling, Ltd. 0.71% Add +15.7% 2,387 $674K
American Trust 0.06% Add +9.0% 2,371 $669K
Boyar Asset Management Inc. 0.42% Reduce -8.5% 2,357 $665K
Hancock Whitney Corp. 0.01% Add +0.4% 2,352 $664K
Shelton Capital Management 0.01% No change 2,346 $662K
Burke & Herbert Bank & Trust Co. 0.14% Add +93.5% 2,338 $660K
Cove Private Wealth, LLC 0.21% No change 2,336 $659K
waypoint wealth counsel 0.26% Add +72.1% 2,334 $659K
FLC Capital Advisors 0.13% Add +34.9% 2,312 $653K
Farrell Financial LLC 0.41% Add +0.3% 2,304 $650K
Means Investment Co., Inc. 0.06% Add +0.0% 2,299 $649K
SageView Advisory Group, LLC 0.02% Add +2.4% 2,297 $648K
Covington Investment Advisors Inc. 0.08% New 2,284 $645K
Walter & Keenan Wealth Management LLC /in/ 0.18% Reduce -46.3% 2,274 $642K
Ironwood Investment Counsel, LLC 0.09% Reduce -6.1% 2,272 $641K
Global X Japan Co., Ltd. 0.06% Add +9.4% 2,271 $641K
Resonant Capital Advisors, LLC 0.04% Add +14.0% 2,244 $635K
Fulton Bank, N.A. 0.02% Reduce -30.9% 2,243 $633K
G&S Capital LLC 0.23% Add +0.7% 2,237 $631K
Patrick M Sweeney & Associates, Inc. 0.41% Add +2.8% 2,234 $631K
Plancorp, LLC 0.02% Reduce -20.5% 2,227 $629K
Thompson Siegel & Walmsley LLC 0.01% Reduce -1.1% 2,221 $627K
Axxcess Wealth Management, LLC 0.01% Reduce -5.8% 2,219 $626K
Encompass Wealth Advisors, LLC 0.21% No change 2,207 $623K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.9% 2,204 $622K
YANKCOM Partnership 0.28% Add +3.6% 2,204 $622K
SYM FINANCIAL Corp 0.07% Add +20.3% 2,196 $620K
Blake Schutter Theil Wealth Advisors, LLC 0.61% No change 2,189 $618K
Delta Investment Management, LLC 0.11% Add +0.7% 2,187 $617K
Waddell & Associates, LLC 0.05% Add +70.9% 2,170 $613K
Resurgent Financial Advisors LLC 0.30% Reduce -7.8% 2,165 $611K
Steigerwald, Gordon & Koch Inc. 0.06% Reduce -2.0% 2,153 $608K
First City Capital Management, Inc. 0.33% Reduce -1.0% 2,150 $607K
Pflug Koory, LLC 0.29% Add +1.3% 2,146 $606K
Stamos Capital Partners, L.P. 0.11% Reduce -18.4% 2,145 $605K
Triad Wealth Partners, LLC 0.08% Add +0.5% 2,137 $603K
Murphy, Middleton, Hinkle & Parker, Inc. 0.29% No change 2,132 $602K
Center for Financial Planning, Inc. 0.06% Add +7.5% 2,130 $601K
Foundation Resource Management Inc. 0.09% Add +5.1% 2,129 $601K
Graybill Wealth Management, LTD. 0.18% No change 2,110 $596K
Waterloo Capital, L.P. 0.04% Reduce -11.7% 2,109 $595K
Baker Ellis Asset Management LLC 0.07% Reduce -10.6% 2,104 $594K
R Squared Ltd 0.26% New 2,100 $593K
Sandy Cove Advisors, LLC 0.19% Reduce -0.8% 2,092 $591K
E&G Advisors, LLC 0.14% Add +0.2% 2,084 $588K
Bell Bank 0.03% Reduce -6.3% 2,084 $588K
Cardiff Park Advisors, LLC 0.04% Add +0.3% 2,067 $583K
180 Wealth Advisors, LLC 0.07% Add +6.2% 2,062 $582K
Ridgewood Investments LLC 0.25% Add +2543.6% 2,062 $582K
Baker Avenue Asset Management, LP 0.01% Add +63.8% 2,055 $580K
Cidel Asset Management Inc. 0.03% Reduce -3.1% 2,054 $580K
Strategic Financial Services, Inc. 0.03% Add +0.1% 2,053 $579K
AlTi Global, Inc. 0.01% Add +3.6% 2,045 $579K
Bolthouse Investments, LLC 0.52% No change 2,050 $579K
Cetera Trust Company, N.A 0.32% No change 2,050 $579K
Valley Forge Investment Consultants Inc. Adv 0.17% No change 2,033 $574K
TKG Advisors, LLC 0.25% Add +9.8% 2,030 $573K
Gladstone Institutional Advisory LLC 0.02% Add +6.1% 2,028 $572K
Abacus Planning Group, Inc. 0.08% Reduce -0.2% 2,028 $572K
Peddock Capital Advisors, LLC 0.12% Reduce -21.3% 2,025 $572K
Liberty Square Wealth Partners LLC 0.18% No change 2,019 $570K
Independent Financial Group, LLC 0.01% Reduce -3.7% 2,010 $567K
Patron Partners, LLC 0.26% Add +3.8% 2,007 $567K
Essential Partners LLC 0.19% Add +76.2% 2,007 $566K
Capstone Investment Advisors, LLC 0.01% Add +122.5% 2,007 $566K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -5.3% 2,005 $566K
Earned Wealth Advisors, LLC 0.09% Add +69.1% 2,000 $565K
Northside Capital Management, LLC 0.05% Reduce -27.3% 1,996 $563K
Oakworth Capital, Inc. 0.03% Add +6.1% 1,993 $563K
HBK Sorce Advisory LLC 0.01% Add +13.1% 2,019 $562K
CSS LLC 0.10% New 1,980 $559K
Cary Street Partners Investment Advisory LLC 0.23% Add +2.2% 1,972 $557K
Appleton Partners Inc. 0.04% Reduce -25.6% 1,960 $553K
Fosun International Ltd 0.21% No change 1,954 $552K
Asahi Life Asset Management Co., LTD. 0.30% New 1,944 $549K
Baron Wealth Management LLC 0.18% Reduce -8.4% 1,941 $548K
Clare Market Investments LLC 0.11% New 1,929 $545K
Strathmore Capital Advisors, Inc. 0.22% Reduce -0.9% 1,925 $543K
Shore Point Advisors, LLC 0.24% No change 1,910 $539K
HRT Financial LP 0.00% Reduce -96.5% 1,912 $539K
Hartford Funds Management Co LLC 0.05% Add +1.2% 1,899 $536K
Sage Private Wealth Group, LLC 0.30% Add +8.4% 1,895 $535K
Moneco Advisors, LLC 0.04% Add +0.5% 1,887 $532K
Country Club Bank 0.03% Reduce -3.8% 1,901 $531K
Sunbelt Securities, Inc. 0.04% Add +96.7% 1,878 $530K
Harbor Investment Advisory, LLC 0.04% Reduce -10.2% 1,875 $529K
Firethorn Wealth Partners, LLC 0.21% Add +5.0% 1,871 $528K
Curat Global, LLC 0.49% No change 1,865 $526K
Boston Family Office LLC 0.03% Add +2.2% 1,862 $526K
Hara Capital LLC 0.31% No change 1,862 $526K
BSW Wealth Partners 0.07% Reduce -0.1% 1,862 $526K
Associated Banc-Corp 0.01% Add +8.4% 1,852 $523K
Vantage Point Financial LLC 0.20% Reduce -1.7% 1,846 $521K
Clearstead Trust, LLC 0.09% Add +0.1% 1,845 $521K
Clarius Group, LLC 0.03% Reduce -38.3% 1,835 $518K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +2.3% 1,829 $516K
Tilia Fiduciary Partners, Inc. 0.30% Reduce -24.7% 1,822 $514K
Oak Harvest Investment Services 0.06% No change 1,819 $513K
Interchange Capital Partners, LLC 0.10% Add +15.9% 1,815 $512K
Modera Wealth Management, LLC 0.01% Add +0.3% 1,801 $508K
Advisory Alpha, LLC 0.01% Add +14.1% 1,805 $508K
Gen-Wealth Partners Inc 0.17% Reduce -5.2% 1,800 $508K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +15.3% 1,799 $508K
Peak Planning Group, LLC 0.26% Reduce -2.4% 1,796 $507K
Gries Financial LLC 0.08% Add +8.0% 1,791 $506K
Moran Wealth Management, LLC 0.02% New 1,788 $505K
HMS Capital Management, LLC 0.21% Reduce -24.9% 1,787 $504K
Tributary Capital Management, LLC 0.05% Reduce -4.5% 1,785 $504K
Cerro Pacific Wealth Advisors LLC 0.14% Reduce -13.4% 1,779 $502K
Alta Advisers Ltd 0.15% No change 1,776 $501K
CWS Financial Advisors, LLC 0.14% Add +22.5% 1,775 $501K
GTS Securities LLC 0.02% Add +44.0% 1,774 $501K
L2 Asset Management, LLC 0.07% Add +6.2% 1,772 $500K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.6% 1,769 $499K
Strategic Wealth Partners, Ltd. 0.04% Reduce -6.2% 1,757 $496K
Nordwand Advisors, LLC 0.08% Add +37.1% 1,756 $496K
1834 Investment Advisors Co. 0.06% New 1,753 $495K
Legal Advantage Investments, Inc. 0.22% No change 1,750 $494K
Full Sail Capital, LLC 0.03% Add +86.8% 1,747 $493K
Avidian Wealth Enterprises, LLC 0.02% Add +0.4% 1,740 $491K
Goelzer Investment Management, Inc. 0.03% Add +1.8% 1,738 $491K
Tower Bridge Advisors 0.05% No change 1,735 $490K
West Oak Capital, LLC 0.24% No change 1,735 $490K
Phillips Wealth Planners LLC 0.41% Add +0.1% 1,706 $489K
Brookwood Investment Group LLC 0.06% Add +1.4% 1,723 $486K
Aspire Growth Partners LLC 0.35% Add +0.3% 1,720 $485K
Hudson Bay Capital Management LP 0.00% Reduce -75.6% 1,712 $483K
Childress Capital Advisors, LLC 0.09% Add +20.2% 1,708 $482K
First County Bank 0.25% Add +2.8% 1,708 $482K
Okabena Investment Services Inc. 0.09% Add +0.2% 1,696 $479K
Wetzel Investment Advisors, Inc. 0.20% Reduce -0.9% 1,690 $479K
Dagco, Inc. 0.12% No change 1,695 $478K
Longfellow Investment Management Co. LLC 0.11% New 1,691 $477K
Independence Bank of Kentucky 0.06% Reduce -2.3% 1,677 $473K
CI Investments Inc. 0.00% Add +7.2% 1,657 $468K
Fox Run Management, L.L.C. 0.07% New 1,656 $467K
Kera Capital Partners, Inc. 0.07% New 1,656 $467K
Investment Partners Asset Management, Inc. 0.31% Reduce -7.5% 1,654 $467K
Qtron Investments LLC 0.06% Reduce -62.5% 1,653 $467K
Eagle Bluffs Wealth Management LLC 0.20% Add +1.9% 1,646 $466K
Soltis Investment Advisors LLC 0.03% Reduce -5.0% 1,650 $466K
Requisite Capital Management, LLC 0.08% New 1,649 $465K
Ausdal Financial Partners, Inc. 0.02% New 1,647 $465K
Optimize Financial Inc. 0.24% New 1,627 $459K
Berkeley Capital Partners, LLC 0.11% Add +0.5% 1,617 $456K
QTR Family Wealth, LLC 0.22% Add +85.3% 1,614 $456K
Sawyer & Company, Inc 0.17% Reduce -23.5% 1,570 $455K
Focus Financial Network, Inc. 0.02% Add +5.8% 1,607 $454K
Pointe Capital Management LLC 0.22% Reduce -9.4% 1,606 $453K
Salvus Wealth Management, LLC 0.25% Reduce -0.5% 1,600 $452K
World Equity Group, Inc. 0.10% Add +1.3% 1,599 $451K
StrongBox Wealth, LLC 0.15% Add +28.6% 1,598 $451K
Atlanta Consulting Group Advisors, LLC 0.11% Add +14.0% 1,589 $450K
Evermay Wealth Management LLC 0.05% Reduce -5.6% 1,590 $450K
Bison Wealth, LLC 0.04% Add +19.2% 1,611 $448K
Ables, Iannone, Moore & Associates, Inc. 0.26% New 1,586 $448K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -24.1% 1,576 $447K
Foundations Investment Advisors, LLC 0.01% Add +23.6% 1,581 $446K
MFA Wealth Services 0.31% Add +3.6% 1,571 $444K
Purkiss Capital Advisors LLC 0.21% Add +15.4% 1,570 $443K
South Plains Financial, Inc. 0.28% Add +32.9% 1,567 $442K
44 Wealth Management LLC 0.15% Reduce -0.5% 1,564 $441K
Linscomb Wealth, Inc. 0.02% Add +0.5% 1,562 $441K
Gateway Investment Advisers LLC 0.00% Reduce -2.4% 1,557 $439K
Astoria Portfolio Advisors LLC. 0.12% Reduce -47.1% 1,528 $439K
Bank of New Hampshire 0.10% Reduce -1.6% 1,552 $438K
Ethos Financial Group, LLC 0.03% Reduce -59.4% 1,546 $438K
Trust Point Inc. 0.04% Reduce -27.9% 1,548 $437K
Evernest Financial Advisors, LLC 0.12% Reduce -10.3% 1,547 $437K
Heron Bay Capital Management 0.08% No change 1,545 $436K
Palisade Asset Management, LLC 0.04% No change 1,541 $435K
Broyhill Asset Management, LLC 0.38% No change 1,535 $433K
Crux Wealth Advisors 0.17% Reduce -10.3% 1,534 $433K
Revisor Wealth Management LLC 0.15% Reduce -9.0% 1,504 $428K
Virtu Financial LLC 0.02% Reduce -38.3% 1,518 $428K
Belpointe Asset Management LLC 0.02% Reduce -19.7% 1,514 $427K
IFC Advisors LLC 0.08% Add +0.1% 1,514 $427K
Bridgewater Advisors Inc. 0.03% Add +2.9% 1,524 $426K
Angeles Wealth Management, LLC 0.03% Reduce -5.3% 1,508 $426K
Tandem Wealth Advisors LLC 0.20% Add +17.6% 1,506 $425K
Steinberg Asset Management LLC 0.31% No change 1,500 $425K
Roberts Glore & Co. Inc. 0.12% Reduce -0.5% 1,503 $424K
Board of the Pension Protection Fund 0.41% New 1,500 $423K
Catalyst Funds Management Pty Ltd 0.06% Reduce -28.6% 1,500 $423K
Journey Strategic Wealth LLC 0.01% Reduce -52.7% 1,499 $423K
Westfuller Advisors, LLC 0.19% New 1,480 $419K
Credit Industriel Et Commercial 0.09% New 1,483 $419K
LeClair Wealth Partners LLC 0.26% Add +33.7% 1,481 $418K
Orange Investment Advisors, Inc. 0.04% Reduce -2.3% 1,481 $418K
Americana Partners, LLC 0.01% Reduce -35.6% 1,472 $415K
Tectonic Advisors LLC 0.02% Add +0.3% 1,462 $413K
Spire Wealth Management 0.01% Reduce -9.7% 1,459 $412K
Empower Advisory Group, LLC 0.00% Add +12.5% 1,458 $412K
3Chopt Investment Partners, LLC 0.09% Reduce -2.4% 1,452 $411K
UNIVEST FINANCIAL Corp 0.02% No change 1,448 $409K
Integrated Advisors Network LLC 0.02% Reduce -0.6% 1,448 $409K
RFG Advisory, LLC 0.01% Reduce -29.4% 1,445 $408K
Investment Research Partners LLC 0.18% — 1,448 $403K
Cobblestone Capital Advisors LLC 0.02% Reduce -20.0% 1,426 $402K
Family Manage LLC 0.06% No change 1,425 $402K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.3% 1,420 $401K
American Institute for Advanced Investment Management, LLP 0.26% Reduce -12.7% 1,375 $401K
Smithfield Trust Co 0.02% No change 1,414 $399K
Dearborn Partners LLC 0.02% Add +9.9% 1,402 $396K
Carson Advisory Inc. 0.21% Add +0.9% 1,401 $395K
Quotient Wealth Partners, LLC 0.01% Reduce -6.5% 1,397 $394K
Clearview Wealth Advisors LLC 0.25% Reduce -2.6% 1,396 $394K
Regal Investment Advisors LLC 0.03% Add +17.9% 1,396 $394K
Weik Capital Management 0.15% No change 1,395 $394K
Paces Ferry Wealth Advisors, LLC 0.16% Reduce -0.4% 1,388 $392K
Councilmark Asset Management, LLC 0.22% No change 1,387 $391K
Sowell Financial Services LLC 0.01% Reduce -18.0% 1,384 $391K
DGS Capital Management, LLC 0.07% No change 1,383 $390K
Beirne Wealth Consulting Services, LLC 0.09% New 1,374 $390K
Diversify Advisory Services, LLC 0.01% Reduce -5.6% 1,399 $389K
Quarry LP 0.10% New 1,366 $386K
Courier Capital LLC 0.02% Add +1.5% 1,364 $385K
Strategy Asset Managers LLC 0.07% Reduce -1.6% 1,356 $383K
Alerus Financial NA 0.02% Reduce -9.6% 1,352 $382K
Naviter Wealth, LLC 0.04% Add +21.2% 1,345 $381K
Drive Wealth Management, LLC 0.08% Reduce -0.7% 1,341 $380K
Bollard Group LLC 0.01% No change 1,340 $378K
PGIM Custom Harvest LLC 0.01% Add +0.5% 1,336 $377K
Hemenway Trust Co LLC 0.03% Reduce -0.7% 1,335 $377K
Tyche Wealth Partners LLC 0.07% No change 1,326 $374K
RMR Capital Management, LLC 0.26% No change 1,325 $374K
Vermillion & White Wealth Management Group, LLC 0.21% No change 1,324 $374K
BostonPremier Wealth LLC 0.19% No change 1,323 $373K
Advyzon Investment Management, LLC 0.06% Add +13.3% 1,319 $372K
Sfmg, LLC 0.03% Add +0.6% 1,309 $370K
Voya Financial Advisors, Inc. 0.04% Reduce -10.5% 1,317 $368K
Parcion Private Wealth LLC 0.02% Add +43.8% 1,304 $368K
Nicolet Advisory Services, LLC 0.03% Reduce -10.7% 1,269 $367K
Sage Financial Management Group, Inc. 0.12% No change 1,300 $367K
Denali Advisors LLC 0.04% New 1,300 $367K
Transamerica Financial Advisors, LLC 0.03% Reduce -13.0% 1,300 $367K
Northern Financial Advisors Inc 0.19% Reduce -3.4% 1,295 $366K
Oxford Asset Management LLP 0.12% New 1,284 $362K
Strategic Advisors LLC 0.06% Reduce -2.7% 1,283 $362K
Cornerstone Advisory, LLC 0.04% Add +0.4% 1,283 $362K
Randall & Associates Wealth Management 0.26% New 1,273 $359K
Mainsail Asset Management, LLC 0.16% New 1,267 $358K
Moss Adams Wealth Advisors LLC 0.03% Reduce -4.9% 1,262 $357K
Banque Pictet & Cie SA 0.00% Reduce -24.0% 1,265 $357K
Spirepoint Private Client, LLC 0.04% Add +6.7% 1,264 $357K
Kathmere Capital Management, LLC 0.03% Reduce -0.9% 1,263 $356K
Titleist Asset Management, LLC 0.03% Add +0.7% 1,263 $356K
Vicus Capital 0.03% Reduce -7.2% 1,253 $354K
Wynn Capital, LLC 0.17% No change 1,251 $353K
Sentinel Trust Co. Lba 0.04% Reduce -26.7% 1,250 $353K
Burling Wealth Partners, LLC 0.06% Reduce -6.7% 1,250 $353K
Stratos Investment Management, LLC 0.01% Reduce -6.7% 1,247 $352K
Quaker Wealth Management, LLC 0.11% No change 1,247 $352K
Proficio Capital Partners LLC 0.02% Reduce -55.8% 1,246 $352K
Sterling Capital Management LLC 0.01% Add +0.2% 1,245 $351K
Prestige Wealth Management Group LLC 0.07% Add +0.2% 1,239 $351K
Norway Savings Bank 0.17% No change 1,243 $351K
State of Wyoming 0.04% Reduce -8.3% 1,243 $351K
J.Safra Asset Management Corp 0.02% Add +10.6% 1,243 $351K
BlackDiamond Wealth Management, LLC 0.19% Reduce -3.0% 1,239 $350K
Northwest Wealth Management, LLC 0.06% New 1,231 $347K
Moment Partners, LLC 0.06% Add +2.2% 1,230 $347K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.9% 1,228 $347K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -0.2% 1,227 $346K
Pacific Capital Wealth Advisors, Inc. 0.06% Add +1.9% 1,225 $346K
Park Edge Advisors, LLC 0.08% No change 1,224 $345K
Klingman & Associates, LLC 0.02% Reduce -5.1% 1,224 $345K
Elgethun Capital Management 0.06% No change 1,219 $345K
Broadwater Capital Management LLC 0.25% Reduce -99.7% 1,220 $344K
Sovran Advisors, LLC 0.03% New 1,237 $344K
Moody National Bank Trust Division 0.03% New 1,217 $343K
Promethium Advisors,llc 0.20% No change 1,203 $341K
KPP Advisory Services LLC 0.05% Reduce -1.9% 1,207 $341K
Discipline Wealth Solutions, LLC 0.09% No change 1,206 $340K
Proffitt & Goodson Inc. 0.05% Add +2042.9% 1,200 $339K
RFG - Bristol Wealth Advisors, LLC 0.10% Add +0.1% 1,199 $338K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,192 $336K
May Hill Capital, LLC 0.10% Add +22.9% 1,191 $336K
Carret Asset Management, LLC 0.03% No change 1,191 $336K
Argyle Capital Partners, LLC 0.24% No change 1,188 $335K
Souders Financial Advisors 0.04% Add +15.0% 1,178 $332K
Reliant Investment Partners, LLC 0.26% No change 1,160 $329K
Sax Wealth Advisors, LLC 0.02% Reduce -1.2% 1,165 $329K
Everpar Advisors LLC 0.13% Add +13.6% 1,162 $328K
Octavia Wealth Advisors, LLC 0.03% Reduce -0.1% 1,157 $328K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -20.6% 1,161 $328K
RBA Wealth Management, LLC 0.11% No change 1,155 $326K
Chilton Capital Management LLC 0.01% Add +662.3% 1,151 $325K
Cromwell Holdings LLC 0.17% No change 1,146 $325K
Florida Financial Advisors, LLC 0.10% Reduce -63.4% 1,136 $321K
HUB Investment Partners, LLC 0.01% Reduce -5.3% 1,137 $321K
Breakwater Capital Group 0.05% Reduce -2.8% 1,137 $321K
Paradigm Capital Management, LLC 0.32% Reduce -25.3% 1,135 $320K
Stone House Investment Management, LLC 0.05% Add +0.5% 1,132 $319K
RiverFront Investment Group, LLC 0.01% Add +0.5% 1,130 $319K
Paladin Advisory Group, LLC 0.25% Reduce -79.3% 1,127 $318K
BankPlus Trust Department 0.09% Reduce -12.7% 1,126 $318K
Portside Wealth Group, LLC 0.04% Reduce -13.6% 1,119 $316K
Guardian Wealth Advisors, LLC 0.18% Add +6.1% 1,114 $314K
Hennion & Walsh Asset Management, Inc. 0.01% New 1,113 $314K
Zacks Investment Management 0.00% Add +19.3% 1,112 $314K
Tandem Investment Partners LLC 0.26% New 1,110 $313K
Henry James International Management Inc. 0.10% Reduce -65.7% 1,110 $313K
Farmers National Bank 0.07% Reduce -5.5% 1,110 $313K
Manchester Capital Management LLC 0.04% Reduce -45.4% 1,103 $311K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -8.3% 1,097 $311K
Renaissance Group LLC 0.01% No change 1,101 $311K
San Luis Wealth Advisors LLC 0.06% Add +16.1% 1,092 $308K
IMZ Advisory Inc 0.11% No change 1,088 $307K
Founders Financial Alliance, LLC 0.06% Add +0.1% 1,088 $307K
CreativeOne Wealth, LLC 0.01% Add +24.9% 1,083 $306K
Sharp Wealth Advisory, LLC 0.17% Add +49.2% 1,082 $305K
Valtrion Capital Management, LLC 0.33% Add +2.0% 1,080 $305K
Zullo Investment Group, Inc. 0.11% No change 1,077 $304K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Add +14.7% 1,069 $303K
Cypress Capital Group 0.04% Reduce -0.8% 1,065 $301K
Busey Bank 0.01% Add +9.5% 1,056 $298K
Wealth Management Associates, Inc. 0.11% Add +7.4% 1,055 $298K
Sicart Associates LLC 0.08% Reduce -16.0% 1,050 $296K
Riversedge Advisors, LLC 0.05% New 1,044 $295K
Mizuho Markets Americas LLC 0.01% Add +15.4% 1,044 $295K
Intellectus Partners, LLC 0.06% New 1,043 $294K
Balentine LLC 0.01% Add +22.7% 1,043 $294K
Earnest Partners LLC 0.00% Reduce -39.5% 1,043 $294K
Strategic Investment Advisors / MI 0.03% New 1,041 $294K
VeraBank, N.A. 0.05% No change 1,039 $293K
Dynamic Technology Lab Private Ltd 0.05% New 1,038 $293K
Lockerman Financial Group, Inc. 0.37% Reduce -4.0% 1,036 $292K
Duncker Streett & Co. Inc. 0.05% No change 1,032 $291K
Aware Super Pty Ltd as trustee of Aware Super 0.00% No change 1,032 $291K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -8.2% 1,034 $291K
CYBER HORNET ETFs LLC 0.19% Add +4.0% 1,027 $290K
Parthenon LLC 0.03% No change 1,027 $290K
MCF Advisors LLC 0.02% Reduce -0.8% 1,023 $290K
McLean Asset Management Corp 0.06% Reduce -5.1% 1,005 $288K
Financial Advisors, LLC 0.05% No change 1,020 $288K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -3.4% 1,020 $288K
Harbour Investments, Inc. 0.01% Reduce -29.8% 1,012 $286K
Atwater Malick LLC 0.08% No change 1,010 $285K
Continuum Advisory, LLC 0.03% Add +14.1% 1,010 $285K
Binnacle Investments Inc 0.17% Add +8.2% 1,004 $283K
American National Bank & Trust 0.03% No change 1,003 $283K
Mill Creek Capital Advisors, LLC 0.01% Add +5.7% 1,002 $283K
Chapin Davis, Inc. 0.07% Add +39.0% 1,002 $283K
Levin Capital Strategies, L.P. 0.03% No change 1,000 $282K
RBF Capital, LLC 0.01% No change 1,000 $282K
RB Capital Management, LLC 0.06% Reduce -11.4% 996 $281K
Hyperion Capital Advisors LP 0.15% New 995 $281K
United Advisor Group, LLC 0.04% New 992 $280K
Accredited Investors Inc. 0.02% Add +11.1% 992 $280K
Norden Group LLC 0.03% Reduce -0.9% 989 $279K
Quent Capital, LLC 0.02% Reduce -1.7% 987 $279K
CVA Family Office, LLC 0.04% Add +5.1% 986 $278K
M.E. Allison & Co., Inc. 0.19% No change 978 $276K
Disciplined Investors, L.L.C. 0.20% Add +0.1% 977 $276K
Aprio Wealth Management, LLC 0.03% Reduce -11.6% 977 $276K
Fiduciary Family Office, LLC 0.08% Reduce -17.0% 975 $275K
Sentry Investment Management LLC 0.18% Reduce -18.8% 956 $275K
Citizens Business Bank 0.05% New 974 $275K
Womack Financial LLC 0.21% No change 973 $275K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -9.8% 969 $274K
Samalin Investment Counsel, LLC 0.09% Add +4.2% 970 $274K
Seven Mile Advisory 0.04% New 966 $273K
Boothbay Fund Management, LLC 0.01% New 963 $272K
Polymer Capital Management (HK) LTD 0.04% New 961 $271K
FDx Advisors, Inc. 0.08% Add +2.4% 974 $270K
McIlrath & Eck, LLC 0.03% No change 956 $270K
Somerset Group LLC 0.21% No change 954 $269K
Ascentis Wealth Management, LLC 0.06% Reduce -8.2% 951 $269K
Echo45 Advisors LLC 0.16% Reduce -0.7% 950 $268K
Bedell Frazier Investment Counselling, LLC 0.06% Reduce -12.0% 950 $268K
Genesis Private Wealth, LLC 0.11% Reduce -1.3% 945 $267K
Harrington Investments, INC 0.13% No change 943 $266K
Pure Financial Advisors, LLC 0.00% Reduce -3.6% 934 $264K
Diligent Investors, LLC 0.07% No change 931 $263K
Planned Solutions, Inc. 0.09% Reduce -4.1% 930 $262K
Marino, Stram & Associates LLC 0.05% New 929 $262K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.52% Reduce -93.6% 926 $261K
BlueChip Wealth Advisors LLC 0.11% No change 921 $260K
Richardson Financial Services Inc. 0.16% Add +7.4% 917 $259K
Kornitzer Capital Management Inc. 0.01% No change 915 $258K
Dover Advisors, LLC 0.10% Reduce -7.6% 909 $257K
Bragg Financial Advisors, Inc 0.01% Add +12.5% 907 $256K
GenTrust, LLC 0.01% New 904 $256K
Trilogy Capital Inc. 0.01% Reduce -1.1% 906 $256K
New England Professional Planning Group Inc. 0.12% No change 906 $256K
Fielder Capital Group LLC 0.06% Add +29.1% 906 $256K
Optas, LLC 0.04% Add +5.1% 905 $255K
Verum Partners LLC 0.05% Reduce -2.3% 902 $255K
Visionary Wealth Advisors 0.01% Add +1.5% 901 $254K
Aua Capital Management, LLC 0.14% No change 900 $254K
Princeton Capital Management LLC 0.07% Add +6.8% 900 $254K
Root Financial Partners, LLC 0.02% Add +10.6% 897 $253K
Sunflower Bank, N.A. 0.06% Add +0.2% 892 $252K
Northeast Planning Associates, Inc. / NH / 0.21% No change 889 $251K
Barry Investment Advisors, LLC 0.06% Add +7.5% 886 $251K
Pacifica Partners Inc. 0.09% No change 890 $250K
Excalibur Management Corp. 0.09% Add +2.4% 887 $250K
von Borstel & Associates, Inc. 0.04% New 868 $250K
GHP Investment Advisors, Inc. 0.01% No change 885 $250K
Regent Peak Wealth Advisors LLC 0.05% — 884 $250K
Cullinan Associates Inc. 0.02% No change 882 $249K
Tactive Advisors, LLC 0.07% Add +19.5% 881 $249K
Knightsbridge Asset Management, LLC 0.04% New 879 $248K
Advus Financial Partners, LLC 0.06% Reduce -9.3% 876 $247K
Atticus Wealth Management, LLC 0.06% Add +48.9% 874 $247K
Financial Insights, Inc. 0.08% Reduce -3.0% 872 $246K
Triangle Securities Wealth Management 0.06% New 872 $246K
Wayfinding Financial, LLC 0.11% Reduce -0.3% 869 $246K
Hazlett, Burt & Watson, Inc. 0.09% Add +20.3% 878 $246K
Abel Hall, LLC 0.10% No change 870 $246K
Goldstein Advisors, LLC 0.03% Add +2.1% 868 $245K
Capital Investment Advisory Services, LLC 0.02% Add +7.2% 867 $245K
Apella Capital, LLC 0.01% Add +15.3% 911 $244K
Traynor Capital Management, Inc. 0.01% Add +21.9% 861 $243K
SteelPeak Wealth, LLC 0.01% Add +14.0% 857 $243K
Beck Mack & Oliver LLC 0.00% No change 858 $242K
Armistice Capital, LLC 0.01% New 857 $242K
AGH Wealth Advisors, LLC 0.18% Add +5.7% 853 $241K
Foster Group, Inc. 0.01% Reduce -14.4% 850 $240K
Fairfield, Bush & Co. 0.12% No change 845 $239K
Private Wealth Asset Management, LLC 0.03% Reduce -47.1% 845 $238K
Facet Wealth, Inc. 0.00% Add +11.5% 844 $238K
WT Wealth Management 0.07% No change 842 $238K
BIP Wealth, LLC 0.01% Add +0.8% 841 $237K
Arlington Trust Co LLC 0.04% Reduce -7.6% 841 $237K
Syverson Strege & Co 0.06% Reduce -17.7% 840 $237K
Jacobsen Capital Management 0.08% Add +8.3% 837 $236K
Calydon Capital 0.04% Reduce -48.6% 834 $235K
Financial Management Professionals, Inc. 0.02% Add +0.8% 828 $235K
Linden Thomas Advisory Services, LLC 0.02% Reduce -1.1% 830 $234K
Maia Wealth LLC 0.04% Add +3.0% 812 $234K
Fiduciary Alliance LLC 0.02% Reduce -8.7% 826 $233K
Challenger Wealth Management 0.18% Reduce -56.9% 825 $233K
Global Assets Advisory, LLC 0.07% Reduce -6.4% 825 $233K
Salzhauer Michael 0.12% No change 824 $233K
Aspiriant, LLC 0.01% Reduce -37.9% 823 $232K
Integrated Investment Consultants, LLC 0.04% Reduce -21.2% 823 $232K
Rodgers Brothers Inc. 0.03% No change 823 $232K
Ancora Advisors LLC 0.00% Reduce -0.7% 823 $232K
Leuthold Group, LLC 0.03% No change 819 $231K
Poehling Capital Management, INC. 0.05% Reduce -0.1% 818 $231K
Gould Asset Management LLC 0.04% Add +5.4% 816 $230K
PBMares Wealth Management LLC 0.04% Reduce -2.2% 815 $230K
Signet Financial Management, LLC 0.03% Add +1.0% 814 $230K
Innova Wealth Partners 0.12% Add +8.7% 813 $229K
Alexander Labrunerie & Co., Inc. 0.09% No change 811 $229K
Rothschild Wealth LLC 0.05% New 808 $228K
Revolve Wealth Partners, LLC 0.03% Reduce -0.9% 804 $227K
Rainey & Randall Wealth Advisors Inc. 0.04% No change 800 $227K
Mendel Money Management 0.10% Reduce -1.2% 802 $226K
Clark Estates Inc. 0.05% No change 800 $226K
Prossimo Advisors, LLC 1.66% Add +1.9% 798 $225K
MBL Wealth, LLC 0.02% Reduce -1.7% 798 $225K
Seed Wealth Management, Inc. 0.15% Reduce -12.2% 795 $224K
Affinity Wealth Management LLC 0.03% Reduce -14.7% 794 $224K
Werba Rubin Papier Wealth Management 0.04% New 794 $224K
Longboard Asset Management, LP 0.36% No change 794 $224K
Lynch & Associates 0.04% Add +14.4% 792 $224K
Bill Few Associates, Inc. 0.06% No change 791 $223K
Symmetry Partners, LLC 0.02% New 790 $223K
Patton Fund Management, Inc. 0.04% New 788 $222K
Peachtree Investment Partners, LLC 0.08% Reduce -55.2% 787 $222K
Heritage Wealth Advisors 0.01% Reduce -15.8% 787 $222K
First American Trust, FSB 0.02% Reduce -6.5% 786 $222K
James J. Burns & Company, LLC 0.03% Reduce -0.5% 783 $221K
Avantax Planning Partners, Inc. 0.01% No change 781 $220K
Iron Gate Global Advisors LLC 0.02% Reduce -44.4% 781 $220K
Accuvest Global Advisors 0.14% No change 780 $220K
Capital Analysts, LLC 0.01% Reduce -16.5% 778 $220K
D'Orazio & Associates, Inc. 0.03% Reduce -3.1% 779 $220K
Wealthedge Investment Advisors, LLC 0.08% New 773 $218K
Bedel Financial Consulting, Inc. 0.03% No change 773 $218K
First Foundation Advisors 0.01% New 773 $218K
Leelyn Smith, LLC 0.03% No change 770 $217K
New Republic Capital, LLC 0.07% Reduce -11.1% 764 $216K
Kaufman Rossin Wealth, LLC 0.12% New 766 $216K
Charter Research & Investment Group, Inc. 0.15% Reduce -6.7% 765 $216K
Ameritas Advisory Services, LLC 0.01% Reduce -34.5% 763 $215K
New Perspectives, Inc 0.10% No change 762 $215K
Medallion Wealth Advisors, LLC 0.08% No change 760 $215K
Intrua Financial, LLC 0.03% Reduce -14.6% 759 $214K
Midland Wealth Advisors, LLC 0.01% Reduce -5.0% 759 $214K
Cadence Bank 0.01% Add +1.5% 758 $214K
Weatherly Asset Management L. P. 0.02% No change 754 $213K
Provenance Wealth Advisors, LLC 0.03% No change 756 $213K
Crown Wealth Group, LLC 0.06% Add +2.3% 756 $213K
Omnia Family Wealth, LLC 0.07% Reduce -18.2% 753 $213K
LWM Advisory Services, LLC 0.12% No change 752 $212K
Nadler Financial Group, Inc. 0.02% New 750 $212K
Thrive Wealth Management, LLC 0.03% Add +1.4% 748 $211K
United Community Bank 0.06% Add +2.4% 741 $209K
Godshalk Welsh Capital Management, Inc. 0.12% No change 740 $209K
Kavar Capital Partners Group, LLC 0.03% No change 740 $209K
Tranquility Partners, LLC 0.07% Add +4.1% 739 $209K
Fiduciary Financial Group, LLC 0.03% Add +0.3% 738 $208K
Stokes Family Office, LLC 0.02% New 737 $208K
Raab & Moskowitz Asset Management LLC 0.05% Add +4.3% 734 $207K
Wedge Capital Management L L P 0.00% No change 734 $207K
NTV Asset Management LLC 0.02% Add +1.9% 732 $207K
Aviso Financial Inc. 0.01% Add +10.7% 732 $207K
Abacus Wealth Partners, LLC 0.03% New 731 $206K
US Asset Management LLC 0.17% No change 730 $206K
Compass Ion Advisors, LLC 0.02% Add +2.8% 730 $206K
Washington Capital Management, Inc. 0.15% No change 728 $205K
Salem Investment Counselors Inc. 0.01% Reduce -0.7% 724 $205K
Tiemann Investment Advisors, LLC 0.08% No change 726 $205K
Enhancing Capital LLC 0.15% No change 722 $204K
Dodge & Cox 0.00% No change 722 $204K
WoodTrust Financial Corp 0.02% Reduce -31.5% 717 $202K
Hoxton Planning & Management, LLC 0.06% Reduce -1.5% 715 $202K
Live Oak Investment Partners 0.13% New 714 $202K
Invst, LLC 0.02% Reduce -0.1% 713 $201K
Mosaic Financial Group, LLC 0.14% No change 712 $201K
Southeast Asset Advisors, LLC 0.02% Add +0.8% 710 $200K
Versant Capital Management, Inc 0.03% Reduce -15.9% 704 $199K
CoreCap Advisors, LLC 0.01% Reduce -4.5% 703 $199K
GPS Wealth Strategies Group, LLC 0.02% Add +2.3% 683 $193K
GW&K Investment Management, LLC 0.00% Add +3.3% 680 $192K
Ameriflex Group, Inc. 0.07% Add +1643.6% 680 $192K
First Command Advisory Services, Inc. 0.00% No change 676 $191K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -1.2% 670 $190K
Delta Asset Management LLC 0.02% No change 667 $188K
Bruce G. Allen Investments, LLC 0.13% Reduce -4.6% 660 $186K
LMR Partners LLP 0.00% Add +45.8% 656 $185K
Roehl & Yi Investment Advisors, LLC 0.08% New 10,727 $184K
Trust Co 0.02% Reduce -36.6% 649 $183K
Summit Securities Group LLC 0.06% Reduce -43.4% 638 $180K
Colonial Trust Co / SC 0.02% No change 607 $171K
CoreFirst Bank & Trust 0.09% No change 599 $169K
Hantz Financial Services, Inc. 0.00% Add +26.1% 590 $167K
Eisler Capital Management Ltd. 0.00% Add +139.8% 590 $167K
Rexford Capital Inc. 0.13% No change 583 $165K
ORG Partners LLC 0.03% Reduce -38.4% 549 $155K
Salomon & Ludwin, LLC 0.01% Add +101.1% 541 $154K
Dakota Community Bank & Trust NA 0.59% Add +8.4% 527 $149K
Golden State Wealth Management, LLC 0.02% Add +7.4% 525 $148K
Bey-Douglas LLC 0.11% New 525 $148K
Deseret Mutual Benefit Administrators 0.06% Reduce -7.2% 516 $146K
USA Financial Formulas 0.03% Reduce -62.6% 516 $146K
Fortitude Family Office, LLC 0.04% Reduce -1.5% 510 $144K
Pinnacle Bancorp, Inc. 0.04% Add +39.8% 509 $144K
SBI Securities Co., Ltd. 0.00% Reduce -8.4% 493 $139K
Rise Advisors, LLC 0.05% Reduce -37.6% 489 $138K
Aventura Private Wealth, LLC 0.05% Add +2.5% 487 $137K
Blue Bell Private Wealth Management, LLC 0.02% No change 486 $137K
Brown, Lisle/Cummings, Inc. 0.03% No change 470 $133K
Wellington Shields & Co., LLC 0.03% Reduce -39.4% 461 $130K
Avalon Trust Co 0.01% Add +2.4% 436 $123K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 430 $121K
General Partner, Inc. 0.07% No change 425 $120K
Abich Financial Wealth Management LLC 0.04% — 425 $120K
Kathleen S. Wright Associates Inc. 0.04% No change 420 $119K
Birchbrook, Inc. 0.06% No change 413 $117K
Payden & Rygel 0.01% Reduce -98.9% 400 $113K
Reyes Financial Architecture, Inc. 0.08% No change 400 $113K
Arcadia Investment Management Corp. 0.02% No change 400 $113K
Proathlete Wealth Management LLC 0.03% No change 399 $113K
Mowery & Schoenfeld Wealth Management, LLC 0.19% No change 396 $112K
True Wealth Design, LLC 0.03% Add +373.2% 388 $110K
First Financial Corp. 0.04% No change 384 $108K
JFS Wealth Advisors, LLC 0.01% Reduce -0.5% 380 $107K
Measured Wealth Private Client Group, LLC 0.03% New 369 $104K
Mark Sheptoff Financial Planning, LLC 0.05% Reduce -8.6% 361 $102K
Avion Wealth 0.02% Reduce -2.5% 358 $101K
Imprint Wealth LLC 0.32% — 352 $99K
Rosenberg Matthew Hamilton 0.02% No change 351 $99K
Bfsg, LLC 0.01% Reduce -1.7% 339 $96K
Wealth Preservation Advisors, LLC 0.06% Reduce -1.2% 336 $95K
2UniFi Bank 0.05% No change 331 $93K
Thompson Investment Management, Inc. 0.01% No change 330 $93K
Caitong International Asset Management Co., Ltd 0.06% New 328 $93K
Anchor Investment Management, LLC 0.01% No change 325 $92K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.4% 323 $91K
Indiana Trust & Investment Management Co 0.03% No change 313 $88K
Physician Wealth Advisors, Inc. 0.01% Add +0.7% 308 $87K
Lavaca Capital LLC 0.02% No change 300 $85K
Crews Bank & Trust 0.01% No change 298 $84K
Investors Research Corp 0.02% No change 297 $84K
Sound Income Strategies, LLC 0.00% Add +519.1% 291 $83K
Hemington Wealth Management 0.01% Add +2.8% 290 $81K
Caldwell Trust Co 0.01% Add +11.8% 284 $80K
Pension & Wealth Management Advisors, Inc. 0.03% Add +8.8% 283 $80K
Horizons Wealth Management 0.05% No change 282 $80K
Westside Investment Management, Inc. 0.01% Add +88.0% 282 $79K
Mb, Levis & Associates, LLC 0.03% No change 277 $78K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.8% 270 $76K
Granite FO LLC 0.04% No change 260 $73K
Cove Street Capital, LLC 0.10% No change 260 $73K
Bell Investment Advisors, Inc 0.01% No change 255 $72K
OAKMONT Corp 0.01% No change 240 $68K
Global Trust Asset Management, LLC 0.03% No change 228 $64K
Millstone Evans Group, LLC 0.04% Reduce -25.6% 227 $64K
Front Row Advisors LLC 0.02% No change 220 $62K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $60K
Sarver Vrooman Wealth Advisors 0.04% No change 204 $58K
Alpine Bank Wealth Management 0.01% Reduce -32.9% 204 $58K
BOK Financial Private Wealth, Inc. 0.00% Add +52.3% 201 $57K
Boyd Watterson Asset Management LLC 0.02% Reduce -11.5% 200 $56K
Park Place Capital Corp 0.01% Reduce -0.5% 199 $56K
North Star Investment Management Corp. 0.00% Add +1.1% 193 $54K
Tompkins Financial Corp. 0.00% No change 189 $53K
Clean Yield Group 0.01% No change 187 $53K
ESL Trust Services, LLC 0.01% Add +2.2% 184 $52K
TFC Financial Management, Inc. 0.01% No change 183 $52K
Tripletail Wealth Management, LLC 0.06% New 179 $51K
Covestor Ltd 0.03% Add +26.1% 179 $51K
Old Second National Bank of Aurora 0.01% No change 180 $51K
JNBA Financial Advisors 0.00% No change 179 $51K
Operose Advisors LLC 0.01% Reduce -1.7% 178 $50K
Ogorek Anthony Joseph /NY/ 0.01% No change 180 $50K
Main Street Group, LTD 0.02% No change 176 $50K
Albion Financial Group 0.00% Add +20.8% 174 $49K
Marshall & Sterling Wealth Advisors Inc. 0.03% Add +0.6% 174 $49K
Loomis Sayles & Co. L P 0.00% Add +1.8% 173 $49K
Sachetta, LLC 0.02% Add +6.2% 172 $49K
Maseco LLP 0.00% Add +41.3% 171 $48K
Truvestments Capital LLC 0.01% Add +29.6% 171 $48K
HHM Wealth Advisors, LLC 0.01% Reduce -6.7% 167 $47K
WPG Advisers, LLC 0.04% Add +2.5% 167 $47K
Scarborough Advisors, LLC 0.01% No change 167 $47K
JPL Wealth Management, LLC 0.01% New 163 $46K
Hurley Capital, LLC 0.03% Add +1.3% 161 $45K
Financial Life Planners 0.03% New 157 $44K
Abound Wealth Management 0.01% Add +80.2% 155 $44K
Elevation Wealth Partners, LLC 0.02% Add +10.7% 155 $44K
Hollencrest Capital Management 0.00% No change 152 $43K
Archer Investment Corp 0.01% Reduce -16.6% 151 $43K
Key Financial Inc 0.01% Reduce -3.2% 151 $42K
Smallwood Wealth Investment Management, LLC 0.02% Reduce -2.0% 150 $42K
Creative Financial Designs Inc. 0.00% Reduce -66.0% 147 $41K
Grey Fox Wealth Advisors, LLC 0.01% New 146 $41K
Bogart Wealth, LLC 0.00% Add +9.0% 146 $41K
Addison Advisors LLC 0.01% Reduce -32.6% 145 $41K
Access Investment Management LLC 0.01% No change 142 $40K
Gables Capital Management Inc. 0.02% No change 140 $40K
Bangor Savings Bank 0.00% Reduce -13.6% 140 $40K
First United Bank & Trust 0.01% Reduce -12.6% 139 $39K
1248 Management, LLC 0.02% No change 137 $39K
Tradewinds Capital Management, LLC 0.01% Add +9.8% 135 $38K
Financial Consulate, Inc. 0.01% New 131 $37K
Atwood & Palmer Inc. 0.00% No change 130 $37K
Park Square Financial Group, LLC 0.16% Reduce -53.4% 129 $36K
Kimelman & Baird, LLC 0.00% No change 125 $35K
Atlantic Private Wealth, LLC 0.02% No change 125 $35K
Bank & Trust Co 0.03% No change 124 $35K
Meeder Asset Management Inc. 0.00% Reduce -59.8% 123 $35K
Heartwood Wealth Advisors LLC 0.00% New 119 $34K
City Holding Co. 0.00% Add +19.2% 118 $33K
Cornerstone Planning Group LLC 0.01% Add +81.5% 118 $33K
SOA Wealth Advisors, LLC. 0.01% No change 112 $32K
Wellington Shields Capital Management, LLC 0.00% No change 112 $32K
Glen Eagle Advisors, LLC 0.00% No change 112 $32K
KERR FINANCIAL PLANNING Corp 0.04% — 105 $31K
Financial Perspectives, Inc 0.01% Add +16.0% 109 $31K
Navera Investment Management Ltd. 0.00% No change 108 $30K
N.E.W. Advisory Services LLC 0.00% No change 107 $30K
Nova Wealth Management, Inc. 0.02% Reduce -11.6% 107 $30K
IMA Advisory Services, Inc. 0.00% No change 105 $30K
Crowley Wealth Management, Inc. 0.02% No change 105 $30K
Kozak & Associates, Inc. 0.01% No change 100 $30K
Pathway Financial Advisers, LLC 0.01% New 101 $28K
Valued Wealth Advisors LLC 0.01% Reduce -13.0% 100 $28K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $28K
Harbor Capital Advisors, Inc. 0.00% Add +93.6% 91 $26K
Centennial Bank 0.01% No change 92 $26K
Cedar Mountain Advisors, LLC 0.01% Add +155.6% 92 $26K
Crewe Advisors LLC 0.00% No change 90 $25K
Capital Advisors, Ltd. LLC 0.00% Add +2.3% 89 $25K
Plante Moran Financial Advisors, LLC 0.00% Add +50.9% 86 $24K
Cherry Tree Wealth Management, LLC 0.01% No change 81 $23K
Howard Hughes Medical Institute 0.01% No change 80 $23K
Tortoise Investment Management, LLC 0.00% Reduce -2.5% 77 $22K
Darwin Wealth Management, LLC 0.01% No change 75 $21K
Parvin Asset Management, LLC 0.02% No change 75 $21K
Rossby Financial, LCC 0.01% Reduce -10.7% 75 $21K
Canton Hathaway, LLC 0.00% No change 76 $21K
TOWER TRUST & INVESTMENT Co 0.01% No change 72 $20K
Solstein Capital, LLC 0.01% No change 69 $19K
North Capital, Inc. 0.01% Reduce -34.0% 68 $19K
Murphy & Mullick Capital Management Corp 0.01% No change 68 $19K
Kilter Group LLC 0.01% Add +6.6% 65 $18K
Toth Financial Advisory Corp. 0.00% Reduce -7.1% 65 $18K
Tsfg, LLC 0.00% Add +18.2% 65 $18K
Raffa Wealth Management, LLC 0.00% Add +25.0% 60 $17K
Northwest Capital Management Inc 0.02% No change 59 $17K
FSA Wealth Management LLC 0.01% No change 59 $17K
Redmont Wealth Advisors LLC 0.02% No change 58 $16K
West Branch Capital LLC 0.00% No change 58 $16K
Navigoe, LLC 0.01% Add +14.0% 57 $16K
Cape Investment Advisory, Inc. 0.02% Add +229.4% 56 $16K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 56 $16K
Wealth Watch Advisors, INC 0.01% New 54 $15K
Copeland Capital Management, LLC 0.00% No change 54 $15K
Painted Porch Advisors LLC 0.01% Reduce -8.6% 53 $15K
Marquette Asset Management, LLC 0.00% New 52 $15K
Financial Network Wealth Advisors LLC 0.02% Add +21.4% 51 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 50 $14K
Copia Wealth Management 0.01% No change 45 $13K
Greykasell Wealth Strategies, Inc. 0.01% Add +115.0% 43 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.5% 43 $12K
Roble, Belko & Company, Inc 0.00% New 44 $12K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -8.3% 44 $12K
Guerra Advisors Inc 0.00% New 41 $12K
Frazier Financial Advisors, LLC 0.01% No change 41 $12K
Bare Financial Services, Inc 0.00% Add +8.1% 40 $11K
Red Tortoise LLC 0.00% No change 39 $11K
Alexis Investment Partners, LLC 0.00% New 39 $11K
Cloud Capital Management, LLC 0.01% New 42 $11K
Davidson Capital Management Inc. 0.00% Reduce -99.7% 38 $11K
IMG Wealth Management, Inc. 0.01% No change 37 $10K
Ulland Investment Advisors, LLC 0.01% No change 35 $10K
Keener Financial Planning LLC 0.00% No change 36 $10K
Centerpoint Advisors, LLC 0.00% Add +142.9% 34 $10K
DT Investment Partners, LLC 0.00% No change 35 $10K
Holos Integrated Wealth LLC 0.01% No change 34 $10K
Dunhill Financial, LLC 0.00% Add +3.0% 34 $9K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -38.9% 33 $9K
Hopwood Financial Services, Inc. 0.01% No change 33 $9K
Cranbrook Wealth Management, LLC 0.00% No change 32 $9K
Penserra Capital Management LLC 0.00% No change 33 $9K
Noble Wealth Management PBC 0.00% — 30 $8K
Private Wealth Management Group, LLC 0.00% No change 30 $8K
Hughes Financial Services, LLC 0.00% Reduce -19.4% 29 $8K
Seneschal Advisors, LLC 0.01% New 29 $8K
Aspect Partners, LLC 0.00% Add +45.0% 29 $8K
Mascoma Wealth Management LLC 0.00% No change 29 $8K
Silicon Valley Capital Partners 0.00% Add +3.6% 29 $8K
Coston, McIsaac & Partners 0.00% No change 30 $8K
Global Wealth Strategies & Associates 0.00% Add +75.0% 28 $8K
S&T Bank 0.00% Add +177.8% 25 $7K
First PREMIER Bank 0.00% No change 25 $7K
Westend Capital Management, LLC 0.00% No change 23 $6K
Clark Wealth Partners 0.00% No change 19 $6K
First Pacific Financial 0.00% No change 21 $6K
Family Legacy Financial Solutions, LLC 0.00% No change 21 $6K
1620 Investment Advisors, Inc. 0.00% No change 21 $6K
High Note Wealth, LLC 0.00% No change 21 $6K
Pin Oak Investment Advisors Inc. 0.00% Add +5.3% 20 $6K
Evolution Wealth Management Inc. 0.01% No change 20 $6K
Principia Wealth Advisory, LLC 0.00% Add +5.3% 20 $6K
MPWM Advisory Solutions, LLC 0.00% No change 20 $6K
Dogwood Wealth Management LLC 0.00% Reduce -47.2% 19 $5K
Colonial Trust Advisors 0.00% Reduce -85.9% 19 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +63.6% 18 $5K
William B. Walkup & Associates, Inc. 0.00% No change 17 $5K
Trifecta Capital Advisors, LLC 0.00% Reduce -88.4% 17 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $5K
PayPay Securities Corp 0.15% Add +133.3% 14 $4K
Fairscale Capital, LLC 0.00% No change 14 $4K
Motco 0.00% No change 14 $4K
Adirondack Trust Co. 0.00% No change 14 $4K
Burkett Financial Services, LLC 0.00% No change 12 $3K
New Millennium Group LLC 0.00% No change 12 $3K
Breakwater Investment Management 0.00% Add +20.0% 12 $3K
Luminist Capital LLC 0.00% No change 12 $3K
Highline Wealth Partners LLC 0.00% Reduce -21.4% 11 $3K
Activest Wealth Management 0.00% Reduce -8.3% 11 $3K
Wolff Wiese Magana LLC 0.00% Add +100.0% 10 $3K
Raelipskie Partnership 0.00% No change 10 $3K
Texas Capital Bancshares Inc 0.00% New 10 $3K
Financial Gravity Asset Management, Inc. 0.00% — 10 $3K
Chesapeake Asset Management LLC 0.00% No change 10 $3K
Legacy Wealth Managment, LLC 0.00% No change 9 $3K
Advanced Portfolio Management, LLC 0.01% New 9 $3K
Nvwm, LLC 0.00% Reduce -99.7% 9 $3K
Turning Point Benefit Group, Inc. 0.00% New 9 $3K
American Capital Advisory, LLC 0.00% Reduce -27.3% 8 $2K
MTM Investment Management, LLC 0.00% Reduce -90.5% 8 $2K
Rialto Wealth Management, LLC 0.00% Reduce -46.7% 8 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -12.5% 7 $2K
WealthCollab, LLC 0.00% No change 7 $2K
North Ridge Wealth Advisors, Inc. 0.00% No change 6 $2K
HFM Investment Advisors, LLC 0.00% Reduce -14.3% 6 $2K
Davis Capital Management 0.00% — 4 $1K
Redwood Park Advisors LLC 0.00% No change 4 $1K
Strengthening Families & Communities, LLC 0.00% No change 3 $849
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 3 $847
DecisionPoint Financial, LLC 0.00% No change 3 $845
PEAK6 LLC 0.00% No change 2 $522
Y.D. More Investments Ltd 0.00% Reduce -12.1% 298 $254

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