ChubbCB

13F holders, Q1 2026 (March 31)
2,119holders +65
159new positions
95sold out
13famous investors
$325.89avg. 13F price*

At the end of Q1 2026, 2,119 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 65 from Q4 2025. 159 opened new positions and 95 sold out. The largest holders were Berkshire Hathaway ($11.2B), BlackRock, Inc. ($9.1B) and Vanguard Capital Management LLC ($7.6B). 13 famous investors held it, including Warren Buffett (4.2% of Berkshire Hathaway's portfolio), Andreas Halvorsen (1.2% of Viking Global Investors's portfolio) and Cliff Asness (0.6% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions159$264.1M
Exits95$343.2M

All 13F filers, Q4 2025 → Q1 2026: 16,070,829 shares bought and 14,870,024 shares sold, net +1,200,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,119 holders

Berkshire Hathaway 4.24% No change 34,249,183 $11.2B
BlackRock, Inc. 0.16% Reduce -1.4% 27,888,703 $9.1B
Vanguard Capital Management LLC 0.19% — 23,255,968 $7.6B
State Street Corp. 0.19% Reduce -0.8% 16,706,179 $5.5B
T. Rowe Price Associates Inc. 0.60% Add +5.7% 15,793,551 $5.1B
GQG Partners LLC 6.42% Reduce -0.5% 12,418,796 $4.0B
FMR LLC 0.21% Add +11.9% 12,222,474 $4.0B
Geode Capital Management, LLC 0.18% Add +2.6% 9,119,205 $3.0B
Vanguard Portfolio Management LLC 0.15% — 8,932,609 $2.9B
Massachusetts Financial Services Co. 0.72% Reduce -5.4% 6,514,984 $2.1B
Wellington Management Group LLP 0.38% Reduce -16.0% 6,308,944 $2.1B
Capital Research Global Investors 0.32% Add +10.7% 6,297,525 $2.1B
Capital World Investors 0.27% Reduce -39.1% 6,054,312 $2.0B
Ameriprise Financial Inc. 0.40% Add +5.7% 5,314,394 $1.7B
Morgan Stanley 0.10% Reduce -2.6% 5,025,601 $1.6B
Bank of America Corp. 0.12% Add +3.1% 4,908,624 $1.6B
JPMorgan Chase & Co. 0.11% Reduce -9.6% 4,817,534 $1.6B
Wells Fargo & Company 0.30% Reduce -0.8% 4,662,076 $1.5B
Raymond James Financial Inc. 0.41% Reduce -1.3% 4,066,212 $1.3B
AQR Capital Management 0.57% Reduce -9.4% 3,840,991 $1.2B
Northern Trust Corp. 0.15% Reduce -0.9% 3,578,627 $1.2B
Bank of New York Mellon Corp 0.20% Add +74.3% 3,420,692 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% Add +33.8% 3,409,843 $1.1B
UBS Group AG 0.17% Add +8.0% 2,871,071 $935.8M
Goldman Sachs Group Inc. 0.12% Add +8.0% 2,857,248 $931.3M
Legal & General Group Plc 0.19% Add +2.2% 2,578,293 $840.3M
Capital International Investors 0.18% Reduce -7.1% 2,345,364 $764.4M
Charles Schwab Investment Management Inc. 0.11% Add +2.3% 2,287,650 $745.6M
Invesco Ltd. 0.07% Add +0.9% 2,275,093 $741.5M
Dimensional Fund Advisors LP 0.15% Add +1.8% 2,152,980 $701.7M
Royal Bank of Canada 0.13% Add +13.2% 2,089,383 $681.0M
Vanguard Fiduciary Trust Co. 0.17% — 2,038,316 $664.3M
Nuveen, LLC 0.16% Add +34.6% 1,769,856 $576.8M
Schroder Investment Management Group 0.45% Add +13.0% 1,667,429 $542.5M
First Trust Advisors LP 0.37% Add +5.3% 1,605,984 $523.4M
Amundi 0.14% Reduce -3.6% 1,603,392 $522.6M
Principal Financial Group Inc. 0.23% Add +0.3% 1,313,022 $428.0M
Arrowstreet Capital, Limited Partnership 0.23% Add +30.7% 1,305,422 $425.5M
Envestnet Asset Management Inc. 0.11% Add +4.1% 1,300,647 $423.9M
Viking Global Investors 1.18% Add +27.7% 1,295,011 $422.1M
Deutsche Bank AG 0.14% Reduce -7.0% 1,285,113 $418.9M
Barclays PLC 0.15% Add +11.8% 1,250,600 $407.6M
Davis Selected Advisers 1.79% Add +0.7% 1,195,391 $389.6M
Altrinsic Global Advisors LLC 13.81% Reduce -9.8% 1,183,707 $385.8M
National Pension Service 0.29% Add +1.1% 1,161,201 $378.5M
Beutel, Goodman & Co Ltd. 2.56% Reduce -21.9% 1,157,024 $377.1M
Swiss National Bank 0.21% Add +5.8% 1,097,231 $357.6M
Fayez Sarofim & Co 0.89% Reduce -0.2% 1,068,988 $348.4M
Lazard Asset Management LLC 0.52% Reduce -7.9% 971,744 $316.7M
Sumitomo Mitsui Trust Group, Inc. 0.20% Reduce -5.3% 971,185 $316.5M
Mycio Wealth Partners, LLC 61.74% Reduce -3.3% 950,425 $309.8M
Troy Asset Management Ltd 8.51% Add +10.4% 874,776 $285.1M
Boston Partners 0.29% Add +0.4% 860,131 $280.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.19% Add +6.8% 854,989 $278.7M
PNC Financial Services Group, Inc. 0.16% Reduce -2.5% 848,391 $276.5M
California Public Employees Retirement System 0.17% Reduce -26.5% 829,916 $270.5M
Natixis Advisors, LLC 0.37% Add +8.1% 819,819 $267.2M
Stifel Financial Corp. 0.25% Reduce -2.2% 819,509 $267.1M
Vanguard Global Advisers, LLC 0.14% — 811,620 $264.5M
London Co. of Virginia 1.53% Reduce -5.0% 762,617 $248.6M
Polar Capital Holdings Plc 1.06% Add +4.0% 743,748 $242.4M
Alphinity Investment Management Pty Ltd 4.04% Add +2412.4% 704,004 $229.5M
Danske Bank A/S 0.55% Add +5.6% 700,400 $228.3M
HSBC Holdings PLC 0.14% Add +70.2% 701,340 $228.2M
1832 Asset Management L.P. 0.30% Add +148.1% 689,666 $224.8M
Corient Private Wealth LP 0.32% Add +16.0% 685,467 $220.6M
Cullen Capital Management, LLC 2.25% Reduce -1.1% 674,033 $219.7M
Holocene Advisors, LP 0.53% Add +25.0% 673,962 $219.7M
Rhumbline Advisers 0.19% Add +0.0% 665,389 $216.9M
New York State Common Retirement Fund 0.30% Reduce -0.5% 657,730 $214.4M
Van Lanschot Kempen Investment Management N.V. 1.86% Add +0.7% 652,205 $212.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.18% — 637,480 $207.8M
ProShare Advisors LLC 0.30% Reduce -4.0% 624,118 $203.4M
Jones Financial Companies LLLP 0.10% Add +3838.5% 637,285 $203.4M
Adage Capital Partners Gp, L.L.C. 0.30% Add +63.3% 595,883 $194.2M
BNP Paribas Financial Markets 0.13% Reduce -22.3% 594,957 $193.9M
California State Teachers Retirement System 0.20% Reduce -3.7% 570,544 $186.0M
US Bancorp \de 0.23% Reduce -0.5% 569,589 $185.6M
Manufacturers Life Insurance Company, The 0.16% Reduce -7.5% 548,090 $178.6M
Franklin Resources Inc. 0.04% Add +84.6% 546,500 $178.1M
Citigroup Inc. 0.11% Add +25.7% 545,906 $177.9M
Ensign Peak Advisors, Inc 0.33% Reduce -7.5% 543,462 $177.1M
LPL Financial LLC 0.05% Add +5.7% 543,222 $177.1M
Bank of Montreal 0.07% Reduce -10.2% 540,035 $176.0M
DNB Asset Management AS 0.62% Add +3.1% 535,992 $174.7M
Royal London Asset Management Ltd. 0.37% Add +156.4% 534,858 $174.3M
Canada Pension Plan Investment Board 0.11% Add +9.4% 521,369 $169.9M
Clark Capital Management Group, Inc. 1.05% Add +20.3% 521,206 $169.9M
Jennison Associates LLC 0.12% Reduce -6.2% 520,383 $169.6M
SEB Asset Management AB 0.72% — 519,939 $169.5M
Sei Investments Co. 0.15% Add +44.7% 505,001 $164.6M
Voya Investment Management LLC 0.19% Add +463.8% 495,086 $161.4M
Davis Asset Management, L.P. 4.66% Add +9.9% 494,556 $161.2M
Confluence Investment Management LLC 2.44% Reduce -5.7% 482,043 $157.1M
Russell Investments Group, Ltd. 0.16% Reduce -1.7% 443,382 $144.5M
Cerity Partners LLC 0.20% Add +3.3% 423,812 $138.1M
Evercore Wealth Management, LLC 2.16% Reduce -2.1% 420,570 $137.1M
Victory Capital Management Inc. 0.09% Add +8.3% 419,029 $136.6M
Cannell & Spears LLC 2.65% Reduce -6.9% 410,618 $133.8M
Vest Financial, LLC 1.60% Add +2.2% 409,060 $133.3M
Storebrand Asset Management As 0.38% Add +13.1% 406,638 $132.5M
Huntington National Bank 0.97% Reduce -0.1% 403,370 $131.5M
Glenmede Trust Co. NA 0.64% Reduce -1.3% 402,757 $131.3M
Alliancebernstein L.P. 0.04% Reduce -47.6% 416,531 $130.0M
Lord, Abbett & Co. LLC 0.44% Add +0.0% 394,446 $128.6M
Barrow Hanley Mewhinney & Strauss LLC 0.42% Reduce -0.8% 388,812 $126.7M
Welch & Forbes LLC 1.63% Reduce -1.8% 386,756 $126.1M
Korea Investment CORP 0.25% Add +11.2% 364,646 $118.8M
D.A. Davidson & Co. 0.72% Add +0.3% 363,955 $118.6M
DekaBank Deutsche Girozentrale 0.19% No change 354,484 $117.3M
Cooke & Bieler LP 1.29% Reduce -38.1% 349,811 $114.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% Add +1.9% 346,451 $112.7M
CANADA LIFE ASSURANCE Co 0.20% Add +17.1% 338,440 $110.6M
Robeco Institutional Asset Management B.V. 0.15% Reduce -2.1% 330,441 $107.7M
State Board of Administration of Florida Retirement System 0.19% Reduce -2.9% 318,246 $103.7M
Janney Montgomery Scott LLC 0.26% Add +1.7% 315,893 $103.0M
Todd Asset Management LLC 1.99% Add +20.5% 311,759 $101.6M
CapitalatWork S.A. 3.01% Reduce -2.6% 309,223 $100.8M
Aviva PLC 0.17% Reduce -2.4% 308,715 $100.6M
Caisse de depot et placement du Quebec 0.16% Add +52.7% 308,677 $100.6M
Boston Trust Walden Corp 0.82% Reduce -6.7% 305,399 $99.5M
Wealth Enhancement Advisory Services, LLC 0.22% Reduce -14.5% 347,292 $98.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Add +46.4% 290,585 $94.7M
Neuberger Berman Group LLC 0.07% Add +0.0% 285,342 $93.2M
Rathbones Group PLC 0.36% Reduce -15.7% 280,347 $91.4M
Tidal Investments LLC 0.28% Add +22.5% 279,581 $91.1M
New York State Teachers Retirement System 0.18% Reduce -3.2% 271,683 $88.5M
Nomura Asset Management Co. Ltd. 0.23% Reduce -1.3% 270,951 $88.3M
Scharf Investments, LLC 2.72% Reduce -13.7% 270,629 $88.2M
Rockefeller Capital Management L.P. 0.16% Add +0.5% 268,873 $87.7M
Evelyn Partners Investment Management LLP 2.35% Add +0.3% 265,802 $86.6M
Agf Management Ltd. 0.38% Reduce -13.8% 261,882 $85.4M
TD Asset Management Inc 0.07% Reduce -1.4% 260,140 $84.8M
Teachers Retirement System of the State of Kentucky 0.66% Add +16.1% 259,587 $84.6M
Retirement Systems of Alabama 0.28% Reduce -0.2% 256,631 $83.6M
Cacti Asset Management LLC 5.04% No change 255,138 $83.2M
Citadel Advisors 0.06% Add +8.6% 254,981 $83.1M
Mariner, LLC 0.10% Add +7.9% 251,327 $81.9M
PFA Pension, Forsikringsaktieselskab 0.25% Add +10.9% 249,968 $81.5M
Nordea Investment Management AB 0.08% Add +193.6% 251,671 $81.0M
Davis R M Inc. 1.43% Reduce -0.5% 246,632 $80.6M
Allianz Asset Management GmbH 0.09% Add +0.8% 246,649 $80.4M
Mitsubishi UFJ Trust & Banking Corp 0.20% Add +4.6% 245,673 $80.1M
Homestead Advisers Corp 2.13% Reduce -9.7% 243,659 $79.4M
TCTC Holdings, LLC 2.23% Reduce -0.2% 240,743 $78.5M
Cornerstone Investment Partners, LLC 3.16% Reduce -4.4% 230,891 $75.3M
CIBC Bancorp USA Inc. 0.10% — 228,833 $74.6M
Bartlett & Co. Wealth Management LLC 0.95% Reduce -3.3% 228,438 $74.3M
Ieq Capital, LLC 0.34% Reduce -5.2% 227,708 $74.2M
APG Asset Management N.V. 0.23% Reduce -4.2% 259,891 $73.5M
Talaria Asset Management Pty Ltd 14.69% No change 223,300 $72.8M
Woodley Farra Manion Portfolio Management Inc. 3.53% Add +56.5% 222,166 $72.5M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Add +195.9% 221,294 $72.1M
Calamos Advisors LLC 0.37% Add +35.9% 218,874 $71.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.39% Add +59.7% 218,406 $71.2M
Swedbank AB 0.07% Reduce -14.7% 216,445 $70.5M
Lansforsakringar Fondforvaltning AB (publ) 0.36% Add +3.1% 209,011 $68.1M
Quantinno Capital Management LP 0.11% Add +31.9% 208,605 $68.0M
Creative Planning 0.05% Add +7.3% 207,902 $67.8M
HighTower Advisors, LLC 0.07% Add +2.9% 205,253 $66.9M
Baird Financial Group, Inc. 0.10% Reduce -0.1% 204,951 $66.8M
LGT Group Foundation 0.81% Add +1.4% 203,043 $66.2M
Mackenzie Financial Corp. 0.08% Add +27.6% 202,428 $66.0M
State of Wisconsin Investment Board 0.15% Add +1.3% 202,064 $65.9M
Eurizon Capital SGR S.p.A. 0.20% New 198,886 $64.9M
ZWJ Investment Counsel Inc. 2.33% Add +4.0% 197,903 $64.5M
KLP Kapitalforvaltning As 0.25% Add +3.7% 197,202 $64.5M
Midwest Trust Co 0.80% Reduce -0.0% 196,861 $64.2M
Personal Cfo Solutions, LLC 8.82% Reduce -0.4% 192,182 $62.8M
STRS Ohio 0.25% Reduce -14.7% 190,997 $62.3M
First Manhattan Co. Llc. 0.17% Reduce -6.8% 188,079 $61.5M
Vanguard Investments Australia, Ltd. 0.18% — 186,156 $60.7M
&partners 0.30% Reduce -1.7% 185,242 $60.3M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -3.7% 182,342 $59.4M
Asset Management One Co., Ltd. 0.17% Reduce -7.8% 179,023 $58.3M
Oldfield Partners LLP 14.63% Add +0.1% 176,600 $57.6M
Cetera Investment Advisers 0.06% Add +6.9% 174,763 $57.0M
Truist Financial Corp. 0.08% Reduce -2.3% 174,712 $56.9M
CIBC Asset Management Inc 0.14% Add +45.0% 174,599 $56.9M
Fifth Third Bancorp 0.10% Add +0.1% 171,432 $55.9M
Pictet Asset Management Holding SA 0.06% Reduce -17.7% 169,121 $55.1M
Unio Capital LLC 11.79% Reduce -16.0% 168,743 $55.0M
Federated Hermes, Inc. 0.09% Add +6.3% 161,805 $52.7M
Public Sector Pension Investment Board 0.16% Add +32.9% 158,459 $51.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +0.1% 158,094 $51.5M
Treasurer of the State of North Carolina 0.16% Add +2.2% 156,479 $51.0M
Smith Chas P & Associates Pa Cpas 2.75% Reduce -1.3% 155,565 $50.7M
Carnegie Investment Counsel 0.99% Add +3.2% 160,792 $50.6M
MAI Capital Management 0.29% Add +1.3% 154,147 $50.2M
Willis Investment Counsel 2.74% Add +0.2% 153,791 $50.1M
Public Employees Retirement System of Ohio 0.16% Add +0.3% 148,833 $48.5M
Grandfield & Dodd, LLC 2.72% Reduce -1.6% 147,754 $48.2M
Allspring Global Investments Holdings, LLC 0.08% Add +27.7% 146,995 $48.1M
ASR Vermogensbeheer N.V. 0.56% Add +2.5% 146,927 $47.9M
Silvercrest Asset Management Group LLC 0.35% Add +7.4% 146,741 $47.8M
Mn Services Vermogensbeheer B.V. 0.31% Reduce -0.8% 146,353 $47.7M
Osaic Holdings, Inc. 0.07% Add +54.5% 143,901 $46.9M
Focus Partners Wealth 0.05% Add +2.0% 143,065 $46.7M
Assenagon Asset Management S.A. 0.07% Add +1180.9% 138,288 $45.1M
TD Waterhouse Canada Inc. 0.13% Add +185.9% 137,354 $44.9M
State of Tennessee, Department of Treasury 0.15% Add +2.3% 132,444 $43.2M
Roffman Miller Associates Inc. 2.48% Reduce -1.9% 131,754 $42.9M
Steward Partners Investment Advisory, LLC 0.21% Add +23.3% 129,303 $42.1M
Berkshire Asset Management LLC 1.80% Add +0.2% 128,652 $41.9M
State of New Jersey Common Pension Fund D 0.16% Reduce -0.7% 128,427 $41.9M
Mercer Global Advisors Inc. 0.06% Add +26.0% 127,095 $41.4M
Millennium Management 0.03% Add +34.6% 126,471 $41.2M
WestEnd Advisors, LLC 0.98% Reduce -4.8% 124,656 $40.6M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -23.4% 122,845 $40.0M
Country Trust Bank 0.74% Reduce -8.1% 119,151 $38.8M
Oppenheimer Asset Management Inc. 0.44% Reduce -0.7% 117,617 $38.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.85% Reduce -0.7% 117,429 $38.3M
Handelsbanken Fonder AB 0.13% Reduce -1.6% 116,945 $38.1M
Capital International, Inc. 0.29% Reduce -32.4% 116,684 $38.0M
Freestone Grove Partners LP 0.27% New 116,143 $37.9M
Resona Asset Management Co.,Ltd. 0.19% Add +0.4% 114,250 $37.2M
Tredje AP-fonden 0.20% Add +125.6% 113,610 $37.0M
Sit Investment Associates Inc. 0.74% No change 111,885 $36.5M
Tocqueville Asset Management L.P. 0.54% Reduce -0.2% 111,531 $36.4M
Commerce Bank 0.18% Reduce -4.3% 111,496 $36.3M
Cwm, LLC 0.09% Add +6.1% 110,012 $35.9M
Teacher Retirement System of Texas 0.15% Add +28.9% 107,399 $35.0M
Cambiar Investors LLC 1.61% Reduce -28.7% 106,782 $34.8M
Aristotle Atlantic Partners, LLC 1.61% Reduce -3.3% 105,827 $34.5M
Susquehanna Fundamental Investments, LLC 1.28% Reduce -2.6% 104,529 $34.1M
St Germain D J Co. Inc. 1.34% Reduce -2.0% 103,862 $33.9M
Gillson Capital LP 2.74% Reduce -48.7% 102,659 $33.5M
Chesley Taft & Associates LLC 1.40% Add +0.1% 102,571 $33.4M
Arizona State Retirement System 0.20% Reduce -4.3% 102,432 $33.4M
Gotham Asset Management 0.10% Add +10.3% 102,260 $33.3M
Klingenstein Fields & Co. LP 1.31% Reduce -1.5% 102,196 $33.3M
Pathstone Holdings, LLC 0.13% Add +3.8% 102,156 $33.3M
KBC Group NV 0.08% Add +1.6% 101,636 $33.1M
O'shaughnessy Asset Management, LLC 0.17% Add +4.6% 101,569 $33.1M
National Bank of Canada 0.03% Add +12.1% 101,160 $33.1M
Capital International Sarl 0.53% Reduce -39.9% 99,505 $32.4M
Callahan Advisors, LLC 2.70% Add +2.0% 99,365 $32.4M
Czech National Bank 0.21% Add +2.6% 99,059 $32.3M
Howland Capital Management LLC 1.27% Add +0.1% 98,089 $32.1M
NewEdge Advisors, LLC 0.11% Reduce -6.6% 96,634 $31.5M
MassMutual Private Wealth & Trust, FSB 0.85% Reduce -2.9% 95,896 $31.3M
Advisors Capital Management, LLC 0.37% Add +5.6% 95,339 $31.1M
Assetmark, Inc. 0.06% Reduce -0.9% 95,240 $31.0M
State of Michigan Retirement System 0.16% Reduce -0.8% 94,987 $31.0M
WCM Investment Management, LLC 0.07% Add +332.1% 93,010 $30.3M
Captrust Financial Advisors 0.05% Add +8.5% 91,760 $29.9M
Susquehanna International Group, LLP 0.04% Add +3.5% 91,539 $29.8M
Philip James Wealth Mangement, LLC 3.63% Add +42.2% 91,299 $29.8M
American Century Companies Inc. 0.02% Add +3.4% 89,823 $29.3M
Clearbridge Investments, LLC 0.03% Reduce -3.4% 89,685 $29.2M
Prudential Financial Inc. 0.04% Add +8.9% 89,656 $29.2M
Daiwa Securities Group Inc. 0.08% Add +3.1% 88,870 $29.0M
Vontobel Holding Ltd. 0.10% Add +30.1% 88,857 $29.0M
Rafferty Asset Management, LLC 0.12% Reduce -20.8% 88,428 $28.8M
Bradley Foster & Sargent Inc. 0.44% Reduce -2.8% 87,550 $28.5M
Zurich Insurance Group Ltd 0.22% Reduce -37.9% 87,281 $28.4M
PhiloSmith Capital Corp 8.09% No change 87,000 $28.4M
M&T Bank Corp 0.09% Reduce -2.3% 86,767 $28.3M
Polaris Capital Management, LLC 2.31% Reduce -5.0% 86,525 $28.2M
MetLife Investment Management, LLC 0.14% Reduce -3.1% 85,019 $27.7M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +16.3% 84,787 $27.6M
Peapack Gladstone Financial Corp. 0.35% Reduce -0.5% 84,734 $27.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -0.5% 84,727 $27.6M
Becker Capital Management Inc. 0.81% Reduce -1.5% 84,344 $27.6M
LSV Asset Management 0.06% Add +35.8% 84,058 $27.4M
Sanctuary Advisors, LLC 0.15% Reduce -2.6% 82,476 $26.9M
Factory Mutual Insurance Co. 0.30% Reduce -29.9% 81,700 $26.6M
Great Lakes Advisors, LLC 0.22% Reduce -38.6% 80,680 $26.3M
SG Americas Securities, LLC 0.03% Reduce -68.0% 79,575 $25.9M
Cullen/Frost Bankers, Inc. 0.29% Reduce -3.2% 78,213 $25.5M
Arbejdsmarkedets Tillaegspension 0.63% Add +0.8% 77,813 $25.4M
Liberty One Investment Management, LLC 2.60% Add +8.5% 77,452 $25.2M
IFM Investors Pty Ltd 0.21% Add +2.6% 77,444 $25.2M
Allworth Financial LP 0.10% Add +2.4% 77,126 $25.1M
Two Sigma Investments, LP 0.02% Reduce -86.8% 77,074 $25.1M
Beacon Pointe Advisors, LLC 0.13% Add +53.7% 75,685 $24.7M
Badgley Phelps Wealth Managers, LLC 0.49% Reduce -1.2% 75,295 $24.6M
Amplius Wealth Advisors, LLC 2.05% Add +1.4% 75,325 $24.6M
Wilkins Investment Counsel Inc. 3.49% Reduce -1.0% 74,729 $24.4M
Anchor Capital Advisors LLC 0.68% Reduce -0.2% 72,961 $23.8M
Yousif Capital Management, LLC 0.28% Reduce -5.6% 72,386 $23.6M
Concurrent Investment Advisors, LLC 0.25% Add +5.1% 71,317 $23.2M
Brown Advisory Inc. 0.04% Reduce -0.1% 71,030 $23.2M
Ingalls & Snyder LLC 0.82% Add +1.2% 70,941 $23.1M
Varma Mutual Pension Insurance Co 0.14% No change 70,821 $23.1M
Oak Associates Ltd. 1.55% No change 70,807 $23.1M
Commonwealth Equity Services, LLC 0.03% Reduce -5.1% 70,432 $23.0M
Evelyn Partners Investment Management Services Ltd 2.70% Add +4.1% 70,285 $22.9M
Ethic Inc. 0.36% Add +8.6% 70,221 $22.9M
Talbot Financial, LLC 1.91% Add +1.1% 69,683 $22.7M
Prudential PLC 0.17% Add +20.1% 69,437 $22.6M
Lido Advisors, LLC 0.09% Add +4.4% 69,248 $22.6M
Amalgamated Bank 0.17% Add +1.9% 69,174 $22.5M
Rwa Wealth Partners, LLC 0.25% Add +1.1% 68,891 $22.5M
Xponance LLC 0.15% Add +19.3% 66,689 $21.7M
Ilmarinen Mutual Pension Insurance Co 0.17% Reduce -21.9% 66,628 $21.7M
Martingale Asset Management L P 0.54% Reduce -7.4% 66,132 $21.6M
Vanguard Personalized Indexing Management, LLC 0.21% Add +5.4% 66,094 $21.5M
USS Investment Management Ltd 0.09% Add +1.6% 66,014 $21.5M
Van Hulzen Asset Management, LLC 1.55% Add +76.1% 64,019 $20.9M
Nisa Investment Advisors, LLC 0.08% Reduce -19.1% 63,656 $20.8M
Abner Herrman & Brock LLC 2.29% Add +0.3% 63,712 $20.8M
Asset Advisors Investment Management, LLC 1.98% Add +1.2% 63,698 $20.8M
Pinnacle Financial Partners, Inc. 0.16% Add +4.9% 63,616 $20.7M
QRG Capital Management, Inc. 0.21% Add +14.7% 63,604 $20.7M
DDD Partners, LLC 1.43% Reduce -13.9% 63,278 $20.6M
Andra AP-fonden 0.24% Add +347.6% 62,043 $20.2M
Connors Investor Services Inc. 1.87% Reduce -0.5% 62,001 $20.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +3.1% 61,983 $20.2M
Daiichi Life Insurance Co., Ltd. 0.58% Reduce -8.0% 61,830 $20.2M
Beese Fulmer Investment Management, Inc. 1.28% Reduce -49.6% 61,068 $20.0M
Pittenger & Anderson Inc. 0.79% Add +2.7% 61,174 $19.9M
Orion Porfolio Solutions, LLC 0.17% Reduce -1.3% 60,785 $19.8M
Nemes Rush Group LLC 1.88% Add +3.3% 60,508 $19.7M
Kanawha Capital Management LLC 1.38% Add +0.8% 60,112 $19.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +11.9% 60,057 $19.6M
Bailard, Inc. 0.45% Reduce -0.3% 60,047 $19.6M
Regions Financial Corp. 0.13% Reduce -7.3% 59,566 $19.4M
Groupe la Francaise 0.27% Reduce -36.4% 59,478 $19.4M
Utah Retirement Systems 0.20% Reduce -2.8% 59,402 $19.4M
SouthState Bank Corp 0.88% Add +0.1% 58,002 $18.9M
Florida Trust Wealth Management Co 0.53% Reduce -1.3% 57,756 $18.8M
Calamos Wealth Management LLC 0.65% Add +2.2% 57,478 $18.7M
Cresset Asset Management, LLC 0.08% Reduce -6.9% 57,225 $18.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.28% Add +81.0% 57,380 $18.7M
Police & Firemen's Retirement System of New Jersey 0.16% Add +0.2% 56,395 $18.4M
Acadian Asset Management LLC 0.03% Reduce -42.8% 56,140 $18.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +1.3% 55,516 $18.1M
TCV Trust & Wealth Management, Inc. 1.49% Reduce -2.2% 54,368 $17.7M
GoodHaven Capital Management, LLC 6.33% Add +0.0% 54,338 $17.7M
Capital International Ltd. 0.65% Reduce -43.4% 54,009 $17.6M
Wedgewood Partners Inc. 3.63% Reduce -4.7% 53,886 $17.6M
Eagle Rock Investment Company, LLC 2.55% Add +0.2% 53,882 $17.6M
Diversified Trust Co. 0.32% Reduce -11.1% 53,192 $17.3M
Nepsis Inc. 5.74% Reduce -2.4% 52,608 $17.1M
NEOS Investment Management LLC 0.09% Add +3.4% 52,497 $17.1M
WASHINGTON TRUST Co 0.58% Add +1.4% 52,348 $17.1M
Wealthfront Advisers LLC 0.04% Add +7.2% 52,328 $17.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -23.3% 51,529 $16.8M
Abn Amro Investment Solutions 0.22% New 51,044 $16.6M
Boston Common Asset Management, LLC 1.07% Reduce -0.5% 51,027 $16.6M
CCM Investment Advisers LLC 1.59% Reduce -0.8% 50,914 $16.6M
River Road Asset Management, LLC 0.19% Reduce -7.6% 50,566 $16.5M
Cibc World Market Inc. 0.03% Add +0.8% 50,534 $16.5M
Azimuth Capital Investment Management LLC 0.62% Reduce -0.4% 50,410 $16.4M
Elo Mutual Pension Insurance Co 0.27% Reduce -11.3% 50,227 $16.4M
Merit Financial Group, LLC 0.12% Add +14.8% 50,221 $16.4M
Fogel Capital Management, Inc. 7.39% Add +0.8% 49,597 $16.2M
Crossmark Global Holdings, Inc. 0.24% Add +10.5% 49,312 $16.1M
FourThought Financial Partners, LLC 1.39% Add +8.2% 49,274 $16.1M
Mediolanum International Funds Ltd 0.17% Reduce -17.1% 49,289 $16.0M
Blair William & Co. 0.05% Reduce -2.3% 48,584 $15.8M
MML Investors Services, LLC 0.04% Reduce -7.3% 48,507 $15.8M
Nomura Asset Management International Inc. 0.03% Reduce -12.3% 48,110 $15.7M
XXEC, Inc. 2.73% Add +473.3% 50,041 $15.6M
NorthCrest Asset Manangement, LLC 0.48% Reduce -61.4% 47,266 $15.5M
SlateStone Wealth, LLC 1.27% Add +4.2% 47,451 $15.5M
HB Wealth Management, LLC 0.10% Add +2.5% 47,449 $15.5M
Citizens Financial Group Inc. 0.21% Reduce -4.1% 46,773 $15.3M
Zevin Asset Management LLC 2.09% Reduce -0.9% 46,378 $15.1M
Rockland Trust Co. 0.60% Reduce -64.0% 46,238 $15.1M
Janus Henderson Group PLC 0.01% Add +3.7% 46,235 $15.1M
LGT Fund Management Co Ltd. 0.65% Add +57.3% 45,791 $14.9M
Vinva Investment Management Ltd 0.18% Reduce -4.9% 45,826 $14.9M
Guggenheim Capital LLC 0.12% Reduce -2.4% 44,994 $14.7M
Parkwood LLC 1.30% Add +45.5% 44,989 $14.7M
Bridgewater Associates 0.07% Reduce -20.9% 44,783 $14.6M
Camden National Bank 1.95% Reduce -0.8% 44,205 $14.4M
Atria Investments, Inc 0.16% Add +3.3% 43,841 $14.3M
LS Investment Advisors, LLC 2.09% Reduce -4.7% 42,844 $14.0M
Groupama Asset Managment 0.20% Reduce -12.6% 42,546 $13.9M
McRae Capital Management Inc. 2.85% Reduce -4.4% 42,093 $13.7M
Allstate Corp. 0.15% Add +42.4% 42,074 $13.7M
Estabrook Capital Management 2.00% Reduce -0.6% 41,835 $13.6M
First Merchants Corp. 0.52% Reduce -3.4% 41,811 $13.6M
Illinois Municipal Retirement Fund 0.17% Reduce -16.0% 41,654 $13.6M
Oregon Public Employees Retirement Fund 0.18% Reduce -0.6% 41,652 $13.6M
Positano Wealth Management Ltd 9.85% Reduce -3.6% 40,864 $13.3M
Venture Visionary Partners LLC 0.43% Reduce -0.9% 39,608 $12.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.6% 39,136 $12.8M
Mutual of America Capital Management LLC 0.14% Reduce -1.6% 38,689 $12.6M
Horizon Investments, LLC 0.14% Add +13.1% 38,635 $12.6M
River Wealth Advisors LLC 1.41% Add +2.5% 37,763 $12.3M
Mgo One Seven LLC 0.25% Add +3.8% 37,761 $12.3M
World Investment Advisors 0.20% Reduce -3.1% 37,602 $12.3M
Macquarie Group Ltd. 0.07% Reduce -38.1% 37,437 $12.2M
Benjamin Edwards Inc. 0.12% Add +1.0% 36,928 $12.0M
Intech Investment Management LLC 0.12% Add +12.0% 36,865 $12.0M
Hunter Perkins Capital Management, LLC 2.80% Reduce -0.1% 36,297 $11.9M
Hamel Associates, Inc. 3.37% Reduce -0.8% 36,250 $11.8M
State of Alaska, Department of Revenue 0.13% Reduce -0.5% 36,222 $11.8M
Dupont Capital Management Corp. 1.34% No change 36,139 $11.8M
Mattern Capital Management, LLC 1.41% Reduce -0.7% 36,121 $11.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.9% 36,043 $11.7M
Woodmont Investment Counsel LLC 0.71% Add +2.9% 35,467 $11.6M
Kestra Advisory Services, LLC 0.04% Add +3.0% 34,868 $11.4M
Lawson Kroeker Investment Management Inc. 3.26% Reduce -0.5% 34,242 $11.2M
Glenview Trust Co 0.17% Reduce -3.4% 33,859 $11.0M
Keybank National Association 0.04% Add +4.4% 33,802 $11.0M
Kestra Private Wealth Services, LLC 0.14% Reduce -1.6% 33,798 $11.0M
Weybosset Research & Management LLC 3.16% Add +0.3% 33,576 $10.9M
GMO 0.03% Reduce -17.7% 33,490 $10.9M
Tufton Capital Management 1.98% Reduce -2.2% 33,382 $10.9M
Rowlandmiller & Partners.adv 2.20% Reduce -4.6% 33,347 $10.9M
Beacon Investment Advisory Services, Inc. 0.45% Add +2.3% 33,260 $10.8M
Federation des caisses Desjardins du Quebec 0.04% Add +48.6% 33,220 $10.8M
Hamilton Capital Partners Inc. 0.36% Reduce -12.3% 33,115 $10.8M
Financial Strategies Group, Inc. 1.80% Add +0.9% 33,233 $10.8M
CX Institutional 0.33% Reduce -3.3% 32,829 $10.7M
Allianz SE 0.12% No change 32,720 $10.7M
Vestcor Inc 0.29% Add +261.0% 32,569 $10.6M
Regency Capital Management Inc.\DE 4.74% Reduce -19.3% 32,506 $10.6M
Point72 Asset Management 0.02% Reduce -67.8% 32,456 $10.6M
Verdence Capital Advisors LLC 0.62% Reduce -8.2% 32,433 $10.6M
Northwest & Ethical Investments L.P. 0.24% Add +42.7% 32,262 $10.5M
Hi-Line Capital Management, LLC 3.29% Reduce -0.1% 31,988 $10.5M
Vident Advisory, LLC 0.09% Add +19.4% 31,923 $10.4M
Inspire Trust Co, N.A. 1.59% Reduce -4.5% 31,600 $10.3M
Bender Robert & Associates 2.43% Reduce -4.8% 31,128 $10.1M
Investment Management Corp of Ontario 0.13% Reduce -4.7% 31,115 $10.1M
Curi Capital, LLC 0.18% Reduce -23.5% 30,580 $10.0M
Old National Bancorp 0.17% Add +3.9% 30,564 $10.0M
Avanza Fonder AB 0.27% No change 29,917 $9.8M
Park Avenue Securities LLC 0.08% Add +16.3% 29,827 $9.7M
Greenline Partners, LLC 1.04% Add +11.3% 29,777 $9.7M
Empowered Funds, LLC 0.06% Reduce -3.7% 29,622 $9.7M
Tritonpoint Wealth, LLC 1.03% Reduce -4.3% 29,507 $9.6M
Man Group plc 0.02% Reduce -43.8% 29,108 $9.5M
Cyndeo Wealth Partners, LLC 0.50% Add +15.7% 28,958 $9.4M
Blue Sparrow, LLC 0.16% No change 28,879 $9.4M
Gulf International Bank (UK) Ltd 0.21% Add +50.8% 28,874 $9.4M
Sterling Capital Management LLC 0.18% Add +55.8% 28,812 $9.4M
Gilder Gagnon Howe & Co. LLC 0.11% Reduce -0.7% 28,673 $9.3M
First Horizon Corp. 0.39% Reduce -5.8% 28,648 $9.3M
Fiduciary Trust Co 0.11% Add +2.1% 28,248 $9.2M
Evexia Wealth LLC 2.52% Reduce -11.1% 27,798 $9.2M
New Age Alpha Advisors, LLC 0.43% Reduce -7.8% 28,049 $9.1M
Advocate Group LLC 1.42% Add +3.5% 27,804 $9.1M
Sequoia Financial Advisors, LLC 0.05% Reduce 0.0% 27,279 $8.9M
Evergreen Capital Management LLC 0.19% Add +6.3% 27,098 $8.9M
Woodstock Corp. 0.77% Reduce -0.3% 26,610 $8.7M
Brighton Jones LLC 0.19% New 26,541 $8.7M
Prospera Financial Services Inc 0.14% Reduce -4.0% 26,532 $8.6M
Equitable Holdings, Inc. 0.06% Add +236.5% 26,847 $8.6M
Kesler, Norman & Wride, LLC 1.48% Add +0.1% 26,426 $8.6M
Van Cleef Asset Management,Inc 0.91% Reduce -0.1% 25,932 $8.5M
Osmosis Investment Management UK Ltd 0.22% Reduce -22.6% 25,597 $8.4M
Dakota Wealth Management 0.18% Reduce -10.6% 25,629 $8.4M
Credit Agricole S A 0.03% Reduce -78.9% 25,597 $8.3M
Lowe Brockenbrough & Co. Inc. 0.42% Add +3.5% 25,584 $8.3M
Choreo, LLC 0.10% Reduce -4.5% 25,469 $8.3M
Siemens Fonds Invest GmbH 0.48% Add +3.1% 25,531 $8.3M
Nicholas Company, Inc. 0.16% No change 25,425 $8.3M
Stokes Capital Advisors, LLC 1.85% Reduce -9.3% 25,338 $8.3M
Waverly Advisors, LLC 0.06% Add +8.2% 25,203 $8.2M
American Assets Investment Management, LLC 0.55% No change 25,000 $8.1M
Crawford Investment Counsel Inc. 0.14% Reduce -5.4% 24,949 $8.1M
Generali Asset Management SPA SGR 0.17% Reduce -21.5% 24,600 $8.0M
Elite Wealth Management, Inc. 2.59% New 24,488 $8.0M
Bearing Point Capital, LLC 1.24% Add +3.1% 24,307 $7.9M
Aptus Capital Advisors, LLC 0.07% Reduce -3.3% 24,164 $7.9M
Benedict Financial Advisors Inc. 1.63% Add +3.6% 24,074 $7.8M
Apollon Wealth Management, LLC 0.13% Add +3.8% 24,006 $7.8M
Flputnam Investment Management Co. 0.11% Reduce -4.1% 23,669 $7.7M
Daymark Wealth Partners, LLC 0.24% Reduce -2.2% 23,330 $7.6M
SCS Capital Management LLC 0.08% Reduce -0.8% 23,298 $7.6M
Jane Street Group, LLC 0.01% Reduce -40.2% 23,282 $7.6M
Lockheed Martin Investment Management Co. 0.28% Add +1.7% 23,200 $7.6M
Banque Cantonale Vaudoise 0.28% Add +47.4% 22,930 $7.5M
Soros Fund Management 0.14% New 22,890 $7.5M
GC Wealth Management RIA, LLC 0.31% Reduce -2.5% 22,852 $7.4M
Wedbush Securities Inc. 0.22% Add +3.1% 22,660 $7.4M
Norinchukin Bank, The 0.09% Reduce -0.5% 22,553 $7.4M
CVFG LLC 0.91% New 22,477 $7.3M
Qube Research & Technologies Ltd 0.01% Reduce -78.6% 22,414 $7.3M
Private Advisor Group, LLC 0.03% Add +0.9% 22,390 $7.3M
Westbourne Investment Advisors, Inc. 2.12% Add +0.6% 22,305 $7.3M
UMB Bank, n.a. 0.10% Add +100.3% 21,996 $7.2M
Mizuho Securities USA LLC 0.17% Reduce -17.5% 21,989 $7.2M
Brady Family Wealth, LLC 2.22% Add +0.5% 21,853 $7.1M
NovaPoint Capital, LLC 1.77% Add +4.7% 21,703 $7.1M
Pacer Advisors, Inc. 0.02% Reduce -46.2% 21,278 $6.9M
Berger Financial Group, Inc 0.39% Reduce -3.3% 21,262 $6.9M
Farther Finance Advisors, LLC 0.07% Add +4.9% 21,118 $6.9M
Mirador Capital Partners LP 0.97% Add +1.6% 21,081 $6.9M
Dana Investment Advisors, Inc. 0.20% Add +0.3% 20,872 $6.8M
Hartford Investment Management Co. 0.22% Reduce -1.7% 20,857 $6.8M
Principal Securities, Inc. 0.10% Add +15.0% 20,687 $6.7M
Achmea Investment Management B.V. 0.18% Reduce -10.4% 20,681 $6.7M
Oppenheimer & Co. Inc. 0.08% Add +0.7% 20,667 $6.7M
Los Angeles Capital Management LLC 0.03% Reduce -72.3% 20,666 $6.7M
Scissortail Wealth Management, LLC 1.35% Add +1.5% 20,615 $6.7M
MASTERINVEST Kapitalanlage GmbH 0.69% Add +5.4% 20,389 $6.6M
Left Brain Wealth Management, LLC 2.59% Reduce -0.1% 20,265 $6.6M
Kintegral Advisory, LLC 0.63% Reduce -4.2% 20,195 $6.6M
Clear Trail Advisors, LLC 1.08% Reduce -3.1% 19,935 $6.5M
Alps Advisors Inc. 0.03% Reduce -6.6% 19,896 $6.5M
Slow Capital, Inc. 0.84% Reduce -2.4% 19,871 $6.5M
Perkins Coie Trust Co 1.24% Reduce -0.7% 19,749 $6.4M
Integrated Wealth Concepts LLC 0.05% Add +74.8% 19,743 $6.4M
Princeton Global Asset Management LLC 1.04% Reduce -0.3% 19,532 $6.4M
Bar Harbor Wealth Management 0.37% Reduce -3.3% 19,468 $6.3M
Hanson & Doremus Investment Management 0.73% Add +3.4% 19,343 $6.3M
Trajan Wealth LLC 0.25% Add +5.0% 19,244 $6.3M
Gabelli Funds LLC 0.04% Add +60.9% 19,215 $6.3M
Olstein Capital Management, L.P. 1.35% No change 19,000 $6.2M
Composition Wealth, LLC 0.09% Add +14.2% 18,990 $6.2M
Advisory Services Network, LLC 0.08% Reduce -0.6% 18,930 $6.2M
S&co Inc. 0.38% No change 18,916 $6.2M
Compass Wealth Management LLC 1.52% Add +1.4% 18,914 $6.2M
Farmers Trust Co. 0.95% Add +2.1% 18,542 $6.0M
Harrell Investment Partners, LLC 1.44% Reduce -6.8% 18,519 $6.0M
Louisiana State Employees Retirement System 0.11% Reduce -1.1% 18,500 $6.0M
ArrowMark Colorado Holdings LLC 0.16% Reduce -32.2% 18,485 $6.0M
New Vernon Investment Management LLC 6.38% New 18,432 $6.0M
Douglas Lane & Associates, LLC 0.09% Reduce -3.6% 18,308 $6.0M
Virginia Wealth Management Group, Inc. 3.19% Add +0.6% 18,286 $6.0M
Bank of Nova Scotia 0.01% Reduce -87.5% 18,058 $5.9M
Wealth Advisory Solutions, LLC 1.31% Add +0.6% 18,057 $5.9M
Sig Brokerage, LP 1.66% Add +4.2% 17,961 $5.9M
Geneos Wealth Management Inc. 0.14% Reduce -4.2% 17,879 $5.8M
Baxter Bros Inc. 0.72% Add +6.7% 17,878 $5.8M
Concorde Financial Corp 4.57% Reduce -0.8% 17,807 $5.8M
KKM Financial LLC 1.03% No change 18,638 $5.8M
United Capital Financial Advisors, LLC 0.04% Reduce -0.3% 17,716 $5.8M
WINTON GROUP Ltd 0.20% New 17,580 $5.7M
Focus Partners Advisor Solutions, LLC 0.06% Add +2.2% 17,547 $5.7M
Van Eck Associates Corp. 0.00% Add +8.2% 17,371 $5.7M
Sciencast Management LP 0.72% New 17,355 $5.7M
Middleton & Co. Inc. 0.64% Reduce -1.9% 17,341 $5.7M
Ar Asset Management Inc. 1.10% Add +16.0% 17,285 $5.6M
New Mexico Educational Retirement Board 0.17% No change 17,137 $5.6M
Lanark Financial, Inc. 0.41% Add +2.4% 16,924 $5.5M
Thrivent Financial for Lutherans 0.01% Add +1.1% 16,792 $5.5M
Tulsa Wealth Advisors, INC 0.96% New 16,731 $5.5M
KCM Investment Advisors LLC 0.18% Add +1.2% 16,713 $5.4M
Vise Technologies, Inc. 0.11% No change 17,426 $5.4M
DAVENPORT & Co LLC 0.03% Add +1.8% 16,664 $5.4M
Bessemer Group Inc. 0.01% Add +16.8% 16,639 $5.4M
AlphaCore Capital LLC 0.13% Reduce -6.9% 16,493 $5.4M
ING Groep NV 0.03% Reduce -2.2% 16,520 $5.4M
Comprehensive Financial Consultants Institutional, Inc. 1.60% Reduce -1.4% 16,471 $5.4M
Stonebridge Financial Group, LLC 0.44% Add +1.7% 16,460 $5.4M
Ipswich Investment Management Co., Inc. 1.26% Reduce -1.9% 16,426 $5.4M
Pinnacle Associates Ltd. 0.07% Reduce -0.2% 16,312 $5.3M
Davis-Rea LTD. 1.38% Reduce -0.5% 16,286 $5.3M
Castlefield Investment Partners LLP 4.06% Add +5.7% 16,279 $5.3M
EP Wealth Advisors, LLC 0.03% Reduce -6.9% 16,213 $5.3M
Core Alternative Capital 1.56% Reduce -7.1% 16,205 $5.3M
Summit Financial, LLC 0.07% Add +0.2% 16,154 $5.3M
Quadrant Capital Group LLC 0.16% Add +0.8% 16,191 $5.3M
Boit C F David 2.34% No change 16,165 $5.3M
Meiji Yasuda America Inc 1.30% Reduce -1.4% 16,122 $5.3M
Northwest Bancshares, Inc. 1.04% Add +0.8% 16,076 $5.2M
Rock Point Advisors, LLC 1.41% Reduce -1.1% 15,949 $5.2M
Seizert Capital Partners, LLC 0.24% Add +42.2% 15,882 $5.2M
Confluence Wealth Services, Inc. 0.20% Add +15.5% 15,703 $5.1M
Metis Global Partners, LLC 0.13% Reduce -8.6% 15,666 $5.1M
Summit Trail Advisors, LLC 0.07% Add +60.7% 15,658 $5.1M
Citizens National Bank Trust Department 0.85% Reduce -1.3% 15,614 $5.1M
Lombard Odier Asset Management (Switzerland) SA 0.19% Add +24.7% 15,350 $5.0M
First National Bank of Omaha 0.15% Reduce -2.9% 15,349 $5.0M
Brown Miller Wealth Management, LLC 1.42% Reduce -1.1% 15,341 $5.0M
Radnor Capital Management, LLC 0.74% No change 15,323 $5.0M
Plimoth Trust Co. LLC 1.11% Reduce -2.9% 15,267 $5.0M
Romano Brothers and Company 0.56% Reduce -0.2% 15,226 $5.0M
Clearstead Advisors, LLC 0.05% Reduce -3.2% 15,188 $5.0M
LMG Wealth Partners, LLC 0.89% Add +3.8% 15,008 $4.9M
Community Bank, N.A. 0.58% Add +1.2% 14,950 $4.9M
GAMCO Investors 0.05% Add +2.6% 14,933 $4.9M
MUFG Securities EMEA plc 0.07% Reduce -61.7% 14,911 $4.9M
Stephens Inc. 0.06% Add +2.3% 14,905 $4.9M
Wesbanco Bank Inc. 0.13% Reduce -6.3% 14,878 $4.8M
Somerset Trust Co 1.46% Add +0.7% 14,590 $4.8M
Texas Yale Capital Corp. 0.13% Reduce -0.0% 14,528 $4.7M
Capitolis Liquid Global Markets LLC 0.03% — 14,499 $4.7M
CHICAGO TRUST Co NA 0.76% Reduce -6.6% 14,499 $4.7M
Highland Capital Management, LLC 0.25% Reduce -1.6% 14,418 $4.7M
Westwood Holdings Group Inc. 0.03% Add +0.6% 14,403 $4.7M
Investment Research & Advisory Group, Inc. 1.63% Add +1.1% 14,311 $4.7M
Johnson Investment Counsel Inc. 0.04% Reduce -4.8% 14,329 $4.7M
Coastline Trust Co 0.46% Reduce -0.1% 14,197 $4.6M
L & S Advisors Inc 0.58% Reduce -43.9% 14,110 $4.6M
Lighthouse Investment Partners, LLC 0.17% Reduce -67.0% 14,044 $4.6M
Greenleaf Trust 0.04% Reduce -15.9% 14,034 $4.6M
Bulldog Investors, LLP 1.03% No change 14,000 $4.6M
Weil Company, Inc. 1.02% Reduce -1.1% 13,974 $4.6M
Inlet Private Wealth, LLC 1.16% Add +2.6% 13,924 $4.5M
Brown Brothers Harriman & Co. 0.02% Add +40.8% 13,831 $4.5M
Saudi Central Bank 0.10% New 13,800 $4.5M
Unison Advisors LLC 0.34% Add +0.3% 13,722 $4.5M
Arlington Financial Advisors, LLC 0.64% New 13,749 $4.5M
Financial Advisory Partners, LLC 1.26% Reduce -0.8% 13,690 $4.5M
Choate Investment Advisors 0.09% Reduce -1.2% 13,681 $4.5M
Level Four Advisory Services, LLC 0.15% Add +1.5% 13,664 $4.5M
Fairview Capital Investment Management, LLC 0.24% New 13,561 $4.4M
Vista Investment Partners LLC 1.16% Add +2.9% 13,490 $4.4M
Cohen Investment Advisors LLC 2.08% Add +0.2% 13,407 $4.4M
Beacon Bank & Trust 0.89% Reduce -4.0% 13,336 $4.3M
GeoWealth Management, LLC 0.16% Add +9.8% 13,311 $4.3M
Meiji Yasuda Asset Management Co Ltd. 0.22% Reduce -23.8% 13,257 $4.3M
Caprock Group, LLC 0.10% Reduce -1.8% 13,105 $4.3M
New Hampshire Trust 0.86% Reduce -0.3% 13,103 $4.3M
FIL Ltd 0.00% Reduce -57.9% 13,014 $4.2M
Praxis Investment Management Inc. 0.26% No change 12,990 $4.2M
Empire Financial Management Company, LLC 0.96% Add +2.8% 12,983 $4.2M
Moors & Cabot, Inc. 0.18% Reduce -6.5% 12,938 $4.2M
Callan Family Office, LLC 0.10% Reduce -3.5% 12,913 $4.2M
Guardian Capital LP 0.11% Add +370.3% 12,910 $4.2M
Wilmington Savings Fund Society, FSB 0.10% Reduce -17.7% 12,910 $4.2M
NWF Advisory Services Inc. 0.47% Add +3.3% 12,898 $4.2M
Nomura Holdings Inc. 0.04% Reduce -35.8% 12,874 $4.2M
Laird Norton Wetherby Trust Company, LLC 0.09% Reduce -11.3% 12,800 $4.2M
Heritage Wealth Management, Inc. 2.07% Reduce -0.5% 12,837 $4.2M
Corbyn Investment Management Inc. 1.96% Reduce -0.4% 12,835 $4.2M
Brendel Financial Advisors LLC 2.06% Add +2.8% 12,799 $4.2M
Prana Capital Management, LP 0.13% Reduce -94.7% 12,797 $4.2M
Perigon Wealth Management, LLC 0.07% Reduce -2.5% 12,677 $4.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% No change 12,552 $4.1M
Nicollet Investment Management, Inc. 1.41% Reduce -3.2% 12,601 $4.1M
Savant Capital, LLC 0.02% Add +31.9% 12,593 $4.1M
NewEdge Wealth, LLC 0.05% Reduce -36.8% 12,590 $4.1M
Marble Harbor Investment Counsel, LLC 0.44% Reduce -1.0% 12,566 $4.1M
Costello Asset Management, INC 1.41% Reduce -3.5% 12,528 $4.1M
Northcape Wealth Management, LLC 1.11% Add +0.1% 12,509 $4.1M
First National Advisers, LLC 0.59% Reduce -13.1% 12,467 $4.1M
Victrix Investment Advisors 1.48% Add +0.1% 12,466 $4.1M
CenterBook Partners LP 0.22% Add +355.6% 12,393 $4.0M
Marathon Capital Management 0.91% Reduce -2.8% 12,385 $4.0M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +3.4% 12,373 $4.0M
Central Bank & Trust Co. 0.63% Add +0.1% 12,356 $4.0M
Beverly Hills Private Wealth, LLC 0.68% Add +31.9% 12,298 $4.0M
Vestmark Advisory Solutions, Inc. 0.04% Add +5.5% 12,112 $3.9M
Quantbot Technologies LP 0.16% New 12,094 $3.9M
Occidental Asset Management, LLC 0.47% Reduce -21.0% 12,057 $3.9M
Moneta Group Investment Advisors LLC 0.03% Add +1.2% 12,014 $3.9M
Pallas Capital Advisors LLC 0.15% Reduce -16.0% 11,962 $3.9M
Caliber Wealth Management, LLC / KS 0.43% Add +1.8% 11,925 $3.9M
Letson Investment Management, Inc. 1.49% Add +0.3% 11,918 $3.9M
Hutner Capital Management Inc. 1.59% Add +5.0% 11,839 $3.9M
Sagespring Wealth Partners, LLC 0.07% Add +0.1% 11,802 $3.8M
Patten Group, Inc. 0.67% Reduce -0.0% 11,767 $3.8M
Bleakley Financial Group, LLC 0.06% Add +5.3% 11,709 $3.8M
Peterson Wealth Services 0.94% Add +3.7% 11,665 $3.8M
Legacy Wealth Management, LLC / MS 1.08% Reduce -20.2% 11,664 $3.8M
Orca Wealth Management, LLC 2.71% Reduce -0.1% 11,664 $3.8M
Meeder Advisory Services, Inc. 0.16% Add +10.3% 11,649 $3.8M
MV Capital Management, Inc. 0.37% Reduce -0.4% 11,621 $3.8M
Capital Group Investment Management Pte. LTD. 0.65% Reduce -43.0% 11,599 $3.8M
Delta Capital Management LLC 2.09% No change 11,520 $3.8M
Fifth Third Wealth Advisors LLC 0.13% Add +3.3% 11,388 $3.7M
Parr McKnight Wealth Management Group, LLC 0.49% Reduce -16.1% 11,381 $3.7M
Commerzbank Aktiengesellschaft 0.08% Reduce -15.1% 11,334 $3.7M
Private Trust Co. NA 0.33% Reduce -1.1% 11,332 $3.7M
Atlantic Union Bankshares Corp 0.07% Reduce -1.0% 11,317 $3.7M
Great Valley Advisor Group, Inc. 0.07% Add +2.9% 11,314 $3.7M
Argonautica Private Wealth Management, Inc. 1.08% Reduce -2.0% 10,998 $3.6M
apricus wealth, LLC 1.74% Reduce -1.4% 10,969 $3.6M
Mission Wealth Management, LP 0.07% Add +0.5% 10,956 $3.6M
DRW Securities, LLC 0.19% Add +129.6% 10,896 $3.6M
Park National Corp. 0.11% Add +7.9% 10,883 $3.5M
GAMMA Investing LLC 0.17% Add +15.8% 10,864 $3.5M
Silvant Capital Management LLC 0.12% Reduce -0.8% 10,825 $3.5M
Brooklyn Investment Group 0.11% Add +53.2% 10,734 $3.5M
Griffin Asset Management, Inc. 0.39% Add +4.5% 10,691 $3.5M
Exchange Traded Concepts, LLC 0.03% Add +7.4% 10,594 $3.5M
North Dakota State Investment Board 0.15% Reduce -17.1% 10,588 $3.5M
Naples Global Advisors, LLC 0.25% Add +1.4% 10,558 $3.5M
Horizon Investment Services, LLC 1.20% Add +293.5% 10,574 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -20.5% 10,563 $3.4M
Genus Capital Management Inc. 0.39% Reduce -10.2% 10,544 $3.4M
Argent Trust Co 0.12% Add +2.3% 10,444 $3.4M
LVW Advisors, LLC 0.33% Reduce -1.3% 10,411 $3.4M
Johnson Financial Group, Inc. 0.12% Reduce -1.3% 10,325 $3.4M
Raiffeisen Bank International AG 0.05% Add +50.5% 10,349 $3.4M
Evolve Private Wealth, LLC 0.18% Reduce -5.3% 10,310 $3.4M
Platform Technology Partners 0.64% Add +3.3% 10,232 $3.3M
Security National Bank 0.48% Add +1.3% 10,173 $3.3M
Beacon Financial Group 0.33% New 10,151 $3.3M
Argyle Capital Management, LLC 1.07% Reduce -3.4% 10,137 $3.3M
Twin Capital Management Inc. 0.43% Reduce -4.4% 10,118 $3.3M
Mufg Securities Americas Inc. 0.21% Add +2.1% 10,064 $3.3M
Exencial Wealth Advisors, LLC 0.10% Reduce -5.1% 10,052 $3.3M
King Luther Capital Management Corp. 0.01% Add +26.5% 10,042 $3.3M
Delta Financial Advisors LLC 0.85% Add +26.5% 10,022 $3.3M
AlphaStar Capital Management, LLC 0.24% Add +72.9% 10,018 $3.3M
OneDigital Investment Advisors LLC 0.03% Reduce -3.8% 9,973 $3.3M
Smith Salley Wealth Management 0.16% Add +4.3% 9,954 $3.2M
Securian Asset Management, Inc. 0.13% Reduce -1.0% 9,852 $3.2M
GWN Securities Inc. 0.61% Reduce -5.4% 9,811 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.22% No change 9,794 $3.2M
Winthrop Partners - WNY, LLC 1.70% Reduce -0.5% 9,761 $3.2M
Ritholtz Wealth Management 0.06% Add +0.1% 9,746 $3.2M
CFS Investment Advisory Services, LLC 0.22% Reduce -0.1% 9,595 $3.2M
Nelson Capital Management, LLC 0.39% Reduce -4.0% 9,696 $3.2M
Squarepoint Ops LLC 0.01% Reduce -0.9% 9,669 $3.2M
Coldstream Capital Management Inc. 0.04% Add +11.8% 9,662 $3.1M
Harbour Investments, Inc. 0.05% Reduce -4.0% 9,559 $3.1M
Portland Global Advisors LLC 0.33% Reduce -1.5% 9,492 $3.1M
Vista Investment Partners Ii, LLC 1.39% Add +1.7% 9,486 $3.1M
Cornerstone Planning, LLC 0.69% Reduce -3.4% 9,414 $3.1M
Chicago Capital, LLC 0.08% Reduce -4.0% 9,403 $3.1M
PFG Advisors 0.15% Add +17.0% 9,393 $3.1M
Sivia Capital Partners, LLC 0.59% Add +1.4% 9,384 $3.1M
Balyasny Asset Management L.P. 0.01% Reduce -6.8% 9,379 $3.1M
Krilogy Financial LLC 0.10% Reduce -10.7% 9,297 $3.1M
Headlands Technologies LLC 0.35% Reduce -51.2% 9,354 $3.0M
Pictet North America Advisors SA 0.30% Add +0.8% 9,326 $3.0M
Haverford Trust Co 0.03% Add +0.8% 9,159 $3.0M
Cohen Klingenstein LLC 0.10% No change 9,120 $3.0M
Penobscot Investment Management Company, Inc. 0.23% Reduce -2.9% 9,119 $3.0M
Herold Advisors, Inc. 0.65% Add +18.2% 9,019 $2.9M
Ameritas Investment Partners, Inc. 0.09% Reduce -0.0% 8,895 $2.9M
Manning & Napier Advisors LLC 0.04% Reduce -8.3% 8,856 $2.9M
Machina Capital S.A.S. 0.57% Add +1124.3% 8,852 $2.9M
Dark Forest Capital Management LP 0.25% Add +47.3% 8,804 $2.9M
Stratos Wealth Partners, LTD. 0.03% Add +1.1% 8,768 $2.9M
Lincoln Capital LLC 0.54% Reduce -1.0% 8,763 $2.9M
Wealth Intelligence, LLC 1.37% Reduce -4.1% 8,750 $2.9M
Alaethes Wealth, LLC 0.82% Add +0.2% 8,715 $2.8M
HBK Investments L P 0.04% New 8,736 $2.8M
South Dakota Investment Council 0.05% Reduce -20.3% 8,714 $2.8M
Equitable Trust Co. 0.13% Reduce -10.8% 8,665 $2.8M
Arax Advisory Partners 0.08% Add +82.8% 8,666 $2.8M
Panagora Asset Management Inc. 0.01% Reduce -85.3% 8,631 $2.8M
Evelyn Partners Asset Management Ltd 0.69% Add +3.1% 8,628 $2.8M
InTrack Investment Management Inc 1.60% Reduce -5.8% 8,624 $2.8M
Littlejohn Financial Services, Inc. 2.11% Reduce -4.1% 8,603 $2.8M
WealthShield Partners, LLC 0.31% Add +4.9% 8,542 $2.8M
Parkside Financial Bank & Trust 0.21% Add +3.7% 8,508 $2.8M
Prime Capital Investment Advisors, LLC 0.03% Add +9.5% 8,486 $2.8M
Lantz Financial LLC 0.57% Reduce -5.5% 8,399 $2.7M
J.W. Cole Advisors, Inc. 0.09% Reduce -4.5% 8,379 $2.7M
Douglass Winthrop Advisors, LLC 0.05% Reduce -9.0% 8,346 $2.7M
Concord Wealth Partners 0.35% Add +2.4% 8,339 $2.7M
Ashton Thomas Securities, LLC 0.34% New 8,310 $2.7M
Perpetual Ltd 0.04% Reduce -0.3% 8,288 $2.7M
Fort Washington Investment Advisors Inc. 0.01% Add +1.5% 8,276 $2.7M
T. Rowe Price Investment Management, Inc. 0.00% New 8,270 $2.7M
Coastal Bridge Advisors, LLC 0.19% Add +0.7% 8,228 $2.7M
Freedom Day Solutions, LLC 0.72% Add +2.9% 8,215 $2.7M
Cary Street Partners Financial LLC 0.07% Reduce -0.1% 8,174 $2.7M
Spire Wealth Management 0.09% Reduce -5.1% 8,172 $2.7M
Compass Capital Management, Inc. 0.16% No change 8,160 $2.7M
Concord Asset Management, LLC 0.45% Add +2.7% 8,156 $2.7M
Roundview Capital LLC 0.17% Reduce -2.5% 8,144 $2.7M
Bull Harbor Capital LLC 0.71% — 8,092 $2.6M
VestGen Advisors, LLC 0.07% Add +8.8% 8,185 $2.6M
Kingswood Wealth Advisors, LLC 0.12% Reduce -2.7% 8,074 $2.6M
Legato Capital Management LLC 0.24% No change 8,000 $2.6M
Wealthcare Advisory Partners LLC 0.05% Add +3.5% 7,984 $2.6M
Phoenix Wealth Advisors 1.02% Reduce -6.2% 7,944 $2.6M
Round Rock Advisors LLC 0.40% Reduce -9.4% 7,921 $2.6M
Donoghue Forlines LLC 0.71% Add +2.4% 7,914 $2.6M
West Michigan Advisors, LLC 0.56% Reduce -5.7% 7,819 $2.6M
Westpac Banking Corp. 0.18% Reduce -0.3% 7,828 $2.6M
HM Payson & Co. 0.04% Reduce -2.6% 7,748 $2.5M
Ballentine Partners, LLC 0.04% Add +6.4% 7,741 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.02% Add +3.3% 7,717 $2.5M
Smartleaf Asset Management LLC 0.09% Add +3.7% 7,703 $2.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.85% Reduce -11.2% 7,685 $2.5M
Tower Research Capital LLC (TRC) 0.07% Reduce -35.8% 7,678 $2.5M
Monarch Capital Management Inc. 0.61% Add +2.2% 7,653 $2.5M
Signaturefd, LLC 0.04% Add +2.7% 7,645 $2.5M
AE Wealth Management LLC 0.01% Add +21.2% 7,617 $2.5M
Arkadios Wealth Advisors 0.04% Reduce -0.4% 7,530 $2.5M
Lederer & Associates Investment Counsel 1.73% Reduce -0.0% 7,508 $2.4M
Aries Wealth Management 0.53% No change 7,422 $2.4M
A. D. Beadell Investment Counsel, Inc. 1.55% Reduce -0.3% 7,420 $2.4M
U.S. Capital Wealth Advisors, LLC 0.06% Add +4.1% 7,406 $2.4M
Transcend Capital Advisors, LLC 0.19% Add +2.3% 7,398 $2.4M
Brooks, Moore & Associates, Inc. 1.21% Reduce -8.4% 7,380 $2.4M
Meeder Asset Management Inc. 0.14% Add +5928.7% 7,355 $2.4M
Main Street Financial Solutions, LLC 0.17% Add +15.8% 7,299 $2.4M
Capital Investment Advisors, LLC 0.03% Add +7.3% 7,261 $2.4M
Frec Markets, Inc. 0.40% Add +172.0% 7,229 $2.4M
Meridian Investment Counsel Inc. 0.56% Reduce -0.1% 7,184 $2.3M
Parallel Advisors, LLC 0.04% Add +5.1% 7,145 $2.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 7,123 $2.3M
EverSource Wealth Advisors, LLC 0.07% Reduce -2.2% 7,116 $2.3M
Sowell Financial Services LLC 0.09% Add +317.3% 7,107 $2.3M
Cornerstone Wealth Management, LLC 0.12% Add +58.3% 7,096 $2.3M
Bowen Hanes & Co. Inc. 0.06% No change 7,095 $2.3M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -1.8% 7,039 $2.3M
Ostrum Asset Management 0.13% Add +1.5% 7,039 $2.3M
NorthCoast Asset Management LLC 0.05% Add +3.7% 7,025 $2.3M
Constant Guidance Financial LLC 1.58% Reduce -32.1% 7,009 $2.3M
CrossGen Wealth, LLC 2.00% Reduce -1.7% 6,980 $2.3M
Frank, Rimerman Advisors LLC 0.15% Reduce -7.3% 6,969 $2.3M
Eastern Bank 0.04% Add +0.2% 6,961 $2.3M
Dynamic Advisor Solutions LLC 0.07% Reduce -1.4% 6,946 $2.3M
First National Trust Co 0.08% Reduce -0.2% 6,935 $2.3M
TMB Capital Partners, LLC 0.76% Add +1.5% 6,927 $2.3M
denkapparat Operations GmbH 0.93% New 6,916 $2.3M
Joel Isaacson & Co., LLC 0.07% Add +1.3% 6,879 $2.2M
Neville Rodie & Shaw Inc. 0.16% Reduce -3.0% 6,874 $2.2M
Clear Harbor Asset Management, LLC 0.16% Reduce -1.8% 6,871 $2.2M
Lester Murray Antman dba SimplyRich 0.57% Reduce -0.5% 6,862 $2.2M
Ascent Group, LLC 0.08% Add +12.4% 6,846 $2.2M
Faithward Advisors, LLC 0.31% Add +24.6% 7,435 $2.2M
Nicholson Wealth Management Group, LLC 1.29% Add +0.1% 6,756 $2.2M
Stillwater Wealth Management Group 1.35% Add +16.8% 6,704 $2.2M
Quadcap Wealth Management, LLC 0.25% Reduce -2.1% 6,670 $2.2M
Mather Group, Llc. 0.02% Reduce -0.1% 6,662 $2.2M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -1.0% 6,624 $2.2M
Ferguson Wellman Capital Management, Inc. 0.03% New 6,595 $2.1M
Family Legacy, Inc. 0.65% Reduce -1.4% 6,588 $2.1M
Plato Investment Management Ltd 0.14% Reduce -3.6% 6,573 $2.1M
Larson Financial Group LLC 0.07% Add +27.6% 6,536 $2.1M
Bank Pictet & Cie (Europe) AG 0.05% Add +1.6% 6,525 $2.1M
McMillan Office, Inc. 0.27% No change 6,486 $2.1M
New England Research & Management, Inc. 0.89% Add +6.3% 6,460 $2.1M
Chicago Partners Investment Group LLC 0.05% Add +3.8% 6,409 $2.1M
Ossiam 0.04% Reduce -1.1% 6,370 $2.1M
Jefferson Bridge Capital, LLC 2.06% Reduce -0.8% 6,355 $2.1M
Davidson Trust Co. 0.89% Reduce -11.6% 6,340 $2.1M
NBT Bank, N.A. 0.14% Reduce -8.7% 6,339 $2.1M
AustralianSuper Pty Ltd 0.01% New 6,336 $2.1M
Summitry LLC 0.07% Reduce -0.1% 6,328 $2.1M
Resources Management Corp. /CT/ 0.27% No change 6,305 $2.1M
Virtus Investment Advisers, LLC 0.57% New 6,294 $2.1M
Cunning Capital Partners, LP 1.03% No change 6,229 $2.0M
Mutual Advisors, LLC 0.04% Reduce -1.4% 6,210 $2.0M
Baldwin Investment Management, LLC 0.24% Reduce -1.6% 6,193 $2.0M
Rothschild Investment LLC 0.11% Add +21.1% 6,191 $2.0M
Schear Investment Advisers, LLC 0.89% Reduce -2.1% 6,178 $2.0M
Gilliland Jeter Wealth Management LLC 0.59% Reduce -0.9% 6,162 $2.0M
Trail Ridge Investment Advisors, LLC 0.87% No change 6,133 $2.0M
Convergence Investment Partners, LLC 0.33% Add +2.6% 6,125 $2.0M
Wescott Financial Advisory Group, LLC 0.17% Add +0.3% 6,100 $2.0M
Alyeska Investment Group, L.P. 0.01% New 6,099 $2.0M
TCW Group Inc. 0.01% Reduce -20.4% 6,052 $2.0M
Thompson Davis & Co., Inc. 1.31% Reduce -1.6% 6,025 $2.0M
Eagle Global Advisors LLC 0.07% No change 6,000 $2.0M
Thoroughbred Financial Services, LLC 0.12% Reduce -0.2% 5,999 $2.0M
D. E. Shaw & Co. 0.00% Reduce -75.5% 5,989 $2.0M
Dividend Assets Capital, LLC 0.39% Reduce -1.7% 5,967 $1.9M
Nichols & Pratt Advisers LLP 0.12% Add +2.2% 5,841 $1.9M
IHT Wealth Management, LLC 0.04% Add +4.9% 5,816 $1.9M
Inscription Capital, LLC 0.20% Reduce -13.3% 5,789 $1.9M
Sierra Summit Advisors LLC 0.27% Add +4.6% 5,784 $1.9M
Stablepoint Partners, LLC 0.28% Add +5.2% 5,774 $1.9M
Alkeme Wealth, LLC 0.77% No change 5,767 $1.9M
Texas Capital Bank Wealth Management Services Inc 0.11% Add +41.3% 5,760 $1.9M
Guyasuta Investment Advisors Inc. 0.11% Reduce -11.5% 5,749 $1.9M
Valmark Advisers, Inc. 0.02% Reduce -5.4% 5,723 $1.9M
Demars Financial Group, LLC 0.61% Add +4.3% 5,720 $1.9M
Capital Group Private Client Services, Inc. 0.03% Reduce -57.7% 5,714 $1.9M
Vavra Capital Management, LLC 1.81% No change 5,701 $1.9M
Shikiar Asset Management Inc. 0.59% Reduce -23.3% 5,700 $1.9M
CSM Advisors, LLC 0.05% Reduce -3.4% 5,690 $1.9M
Sage Capital Advisors,llc 0.43% New 5,665 $1.8M
Berkeley Capital Partners, LLC 0.43% Add +133.9% 5,655 $1.8M
Elevation Point Wealth Partners, LLC 0.04% Add +114.7% 5,611 $1.8M
Sumitomo Life Insurance Co. 0.04% Add +2.8% 5,615 $1.8M
Jacobi Capital Management LLC 0.10% Add +0.9% 5,596 $1.8M
Syon Capital LLC 0.09% Add +4.6% 5,589 $1.8M
Essex Financial Services, Inc. 0.10% Add +0.9% 5,569 $1.8M
Graham Capital Management, L.P. 0.08% New 5,532 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -3.3% 5,523 $1.8M
Life Cycle Investment Partners Ltd 0.01% New 5,518 $1.8M
Integrity Alliance, Llc. 0.07% Reduce -2.8% 5,511 $1.8M
Field & Main Bank 0.52% Reduce -0.8% 5,507 $1.8M
Wedmont Private Capital 0.06% Add +2.7% 5,384 $1.8M
Roxbury Financial LLC 1.61% Reduce -0.2% 5,483 $1.8M
Ascentis Independent Advisors 0.13% Add +141.8% 5,460 $1.8M
Missouri Trust & Investment Co 0.52% Add +17.2% 5,451 $1.8M
Ellevest, Inc. 0.25% Add +2.8% 5,441 $1.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.24% Reduce -0.6% 5,409 $1.8M
Scotia Capital Inc. 0.01% Add +0.6% 5,385 $1.8M
Trueblood Wealth Management, LLC 0.69% Reduce -1.2% 5,385 $1.8M
Independent Advisor Alliance 0.02% Reduce -81.3% 5,381 $1.8M
Cordatus Wealth Management LLC 0.42% Add +0.3% 5,377 $1.8M
Advisor OS, LLC 0.13% Reduce -24.2% 5,373 $1.8M
Shayne & Jacobs, LLC 0.54% No change 5,370 $1.8M
Sage Investment Counsel LLC 1.94% Add +1.9% 5,358 $1.7M
Banque Transatlantique SA 0.04% New 5,358 $1.7M
IFP Advisors, Inc 0.04% Add +0.5% 5,332 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -8.4% 5,301 $1.7M
Heritage Trust Co 0.17% No change 5,296 $1.7M
Sepio Capital, LP 0.09% Reduce -2.0% 5,290 $1.7M
RiverFront Investment Group, LLC 0.03% Add +57.5% 5,288 $1.7M
Impact Capital Partners LLC 0.52% Reduce -3.9% 5,284 $1.7M
Trust Co. of Oklahoma 0.50% Add +2.6% 5,270 $1.7M
AA Financial Advisors, LLC 0.24% Add +5.8% 5,259 $1.7M
Central Pacific Bank - Trust Division 0.23% No change 5,229 $1.7M
Susquehanna Portfolio Strategies, LLC 0.03% No change 5,218 $1.7M
GS Investments, Inc. 0.97% No change 5,215 $1.7M
Gateway Wealth Partners, LLC 0.07% New 5,214 $1.7M
Compound Planning, Inc. 0.05% Add +12.5% 5,209 $1.7M
Towne Trust Company, N.A 0.55% Reduce -5.9% 5,206 $1.7M
Kingsview Wealth Management, LLC 0.02% Reduce -1.4% 5,204 $1.7M
Parsons Capital Management Inc. 0.08% Add +13.6% 5,182 $1.7M
Evoke Wealth, LLC 0.03% Reduce -0.5% 5,111 $1.7M
Claro Advisors Inc. 0.20% Add +0.7% 5,105 $1.7M
Waddell & Associates, LLC 0.09% Add +2.5% 5,102 $1.7M
Prosperity Consulting Group, LLC 0.07% Add +8.0% 5,088 $1.7M
Wealth Quarterback LLC 0.65% Add +0.4% 5,074 $1.7M
Burney Co./ 0.05% Reduce -31.3% 5,072 $1.7M
Impact Partnership Wealth, LLC 0.20% New 5,064 $1.7M
Legacy Wealth Asset Management, LLC 0.40% Reduce -49.8% 5,043 $1.6M
Webster Bank, N. A. 0.16% Add +3.5% 5,025 $1.6M
Cumberland Partners Ltd 0.12% New 5,000 $1.6M
Fisher Asset Management 0.00% Add +0.8% 4,929 $1.6M
Oak Thistle LLC 0.15% New 4,898 $1.6M
DB Fitzpatrick & Co, Inc 1.36% Add +2.0% 4,891 $1.6M
Wright Investors Service Inc. 0.50% Reduce -1.0% 4,877 $1.6M
Picton Mahoney Asset Management 0.02% Add +22.4% 4,863 $1.6M
Magnolia Capital Advisors LLC 0.31% Reduce -13.7% 4,858 $1.6M
Legacy Private Trust Co. 0.10% Reduce -15.4% 4,845 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +20.1% 4,841 $1.6M
Aaron Wealth Advisors LLC 0.09% Add +1.8% 4,814 $1.6M
Ballast, Inc. 0.36% Add +0.9% 4,811 $1.6M
World Equity Group, Inc. 0.41% Add +201.9% 4,806 $1.6M
Journey Advisory Group, LLC 0.13% Reduce -0.7% 4,828 $1.6M
Columbia Bank 0.44% Reduce -1.5% 4,778 $1.6M
Arista Wealth Management, LLC 0.19% No change 4,771 $1.6M
RoundAngle Advisors LLC 1.15% Add +1.5% 4,740 $1.5M
Valley National Advisers Inc. 0.20% Reduce -0.2% 4,737 $1.5M
Montag A & Associates Inc. 0.07% Add +14.6% 4,725 $1.5M
Monte Financial Group, LLC 0.55% Reduce -17.4% 4,718 $1.5M
Stonebrook Private Inc. 0.33% Reduce -1.9% 4,701 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -1.5% 4,701 $1.5M
Procyon Advisors, LLC 0.07% Reduce -4.9% 4,680 $1.5M
Elevate Capital Advisors, LLC 0.98% Reduce -10.1% 4,652 $1.5M
Centaurus Financial, Inc. 0.07% Reduce -1.2% 4,651 $1.5M
Laurel Oak Wealth Management, LLC 0.25% Reduce -0.3% 4,624 $1.5M
Minot DeBlois Advisors LLC 1.37% Add +0.3% 4,619 $1.5M
Applied Capital LLC 1.09% Add +6.2% 4,609 $1.5M
Wealth Enhancement Trust Services, Inc. 0.18% Add +5038.2% 4,573 $1.5M
TD Private Client Wealth LLC 0.03% Reduce -1.9% 4,568 $1.5M
Brookstone Capital Management 0.02% Add +0.6% 4,565 $1.5M
DF Dent & Co. Inc. 0.03% Add +7.1% 4,545 $1.5M
Caerus Investment Advisors, LLC 0.62% Reduce -28.1% 4,539 $1.5M
Wolff Wiese Magana LLC 0.81% Add +90480.0% 4,529 $1.5M
Berry Wealth Group, LP 5.50% Reduce -4.4% 4,515 $1.5M
Ceeto Capital Group, LLC 0.45% No change 4,500 $1.5M
Advisory Resource Group 0.25% Reduce -3.2% 4,511 $1.5M
Asset Planning,Inc 1.04% Add +0.3% 4,495 $1.5M
CNB Bank 0.61% Add +0.7% 4,478 $1.5M
Journey Strategic Wealth LLC 0.04% Add +19.8% 4,475 $1.5M
Huntleigh Advisors, Inc. 0.25% Add +2.1% 4,454 $1.5M
Relyea Zuckerberg Hanson LLC 0.15% Add +6.3% 4,454 $1.5M
BKM Wealth Management, LLC 0.53% Reduce -7.0% 4,446 $1.4M
Northstar Group, Inc. 0.21% Add +3.4% 4,420 $1.4M
Canandaigua National Corp. 0.13% — 4,408 $1.4M
Modern Wealth Management, LLC 0.02% Add +57.2% 4,385 $1.4M
Foster & Motley Inc. 0.07% Add +1.4% 4,371 $1.4M
Total Clarity Wealth Management, Inc. 0.33% Add +2.7% 4,363 $1.4M
Harold Davidson & Associates Inc. 0.69% Add +0.2% 4,355 $1.4M
Meadow Creek Wealth Advisors LLC 0.92% Reduce -0.6% 4,342 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -34.7% 4,336 $1.4M
Legacy Financial Advisors, Inc. 0.20% Add +7.7% 4,328 $1.4M
Fiduciary Group, LLC 0.12% Reduce -2.1% 4,327 $1.4M
Disciplined Investors, L.L.C. 0.84% Add +2.1% 4,324 $1.4M
Ark Wealth Advisors LLC 1.40% Add +17.7% 4,324 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -0.5% 4,308 $1.4M
Savvy Advisors, Inc. 0.04% Reduce -3.4% 4,313 $1.4M
Opal Capital LLC 0.25% New 4,260 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -33.5% 4,257 $1.4M
Pekin Hardy Strauss, Inc. 0.14% Reduce -10.6% 4,239 $1.4M
Stamos Capital Partners, L.P. 0.22% Add +12.9% 4,234 $1.4M
Insigneo Advisory Services, LLC 0.10% Add +2.3% 4,216 $1.4M
Abbot Financial Management, Inc. 0.58% Add +2.2% 4,215 $1.4M
Certuity, LLC 0.09% Reduce -23.2% 4,197 $1.4M
Parcion Private Wealth LLC 0.08% Reduce -3.4% 4,196 $1.4M
Westhampton Capital, LLC 0.64% No change 4,190 $1.4M
Trust Asset Management LLC 0.10% No change 4,171 $1.4M
Central Valley Advisors, LLC 0.37% Reduce -44.6% 4,156 $1.4M
Stonebridge Capital Management Inc. 0.61% — 4,142 $1.4M
Verus Capital Partners, LLC 0.09% New 4,118 $1.3M
Stock Yards Bank & Trust Co. 0.04% Add +0.8% 4,105 $1.3M
Employees Retirement System of Texas 0.01% Reduce -89.2% 4,087 $1.3M
Boyar Asset Management Inc. 0.76% Add +81.1% 4,072 $1.3M
Formidable Asset Management, LLC 0.20% Reduce -1.3% 4,237 $1.3M
TIAA Wealth Investment Management LLC 0.01% — 4,040 $1.3M
Gryphon Financial Partners LLC 0.14% Add +4.3% 3,974 $1.3M
Obermeyer Wealth Partners 0.06% Reduce -94.8% 3,965 $1.3M
FC Advisory LLC 0.38% No change 3,964 $1.3M
TigerOak Management, L.L.C. 0.41% Add +0.1% 3,963 $1.3M
Money Concepts Capital Corp. 0.07% Add +15.2% 3,955 $1.3M
AMG National Trust Bank 0.03% Add +11.7% 3,953 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -11.4% 3,949 $1.3M
Delphi Management Inc. 1.54% Reduce -23.8% 3,949 $1.3M
Grey Ledge Advisors, LLC 0.29% Add +0.3% 3,907 $1.3M
Lansing Street Advisors 0.32% Reduce -13.7% 3,888 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Reduce -0.2% 3,899 $1.3M
Fairtree Asset Management (Pty) Ltd 0.58% New 3,880 $1.3M
NFSG Corp 0.21% Reduce -7.7% 3,875 $1.3M
Asset Dedication, LLC 0.09% Reduce -14.8% 3,857 $1.3M
Richard Bernstein Advisors LLC 0.04% No change 3,844 $1.3M
Saxon Interests, Inc. 0.43% Reduce -23.4% 3,843 $1.3M
FRG Family Wealth Advisors LLC 0.20% Add +4.5% 3,783 $1.2M
Meridian Wealth Management, LLC 0.04% Add +13.5% 3,775 $1.2M
Lakeside Advisors, INC. 0.82% Reduce -2.6% 3,768 $1.2M
Epiq Partners, LLC 0.58% No change 3,714 $1.2M
Indivisible Partners 0.11% Add +125.3% 3,700 $1.2M
Hartford Funds Management Co LLC 0.10% Add +2.5% 3,684 $1.2M
CENTRAL TRUST Co 0.02% Add +3.4% 3,653 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.18% Reduce -2.1% 3,649 $1.2M
X-Square Capital, LLC 0.40% Add +2.4% 3,638 $1.2M
WBH Advisory Inc. 0.09% Reduce -0.6% 3,614 $1.2M
Spinnaker Trust 0.07% Reduce -4.1% 3,608 $1.2M
Invera Wealth Advisors, LLC 0.75% Reduce -2.6% 3,606 $1.2M
Avestar Capital, LLC 0.08% Add +3.2% 3,589 $1.2M
Fidelis Capital Partners, LLC 0.08% Reduce -2.5% 3,575 $1.2M
Sigma Planning Corp 0.03% Reduce -2.4% 3,535 $1.2M
iSAM Funds (UK) Ltd 0.57% New 3,526 $1.1M
KRS Capital Management, LLC 0.70% Reduce -0.8% 3,522 $1.1M
LCNB Corp. 0.39% Reduce -0.4% 3,516 $1.1M
Cigna Investments Inc. 0.18% Reduce -0.9% 3,502 $1.1M
Principle Wealth Partners LLC 0.07% Add +0.5% 3,501 $1.1M
Triglav Investments, D.O.O. 0.08% New 3,500 $1.1M
Financial Security Advisor, Inc. 0.21% Reduce -4.3% 3,483 $1.1M
Balefire, LLC 0.21% Add +1.7% 3,486 $1.1M
Emprise Bank 0.46% Reduce -3.0% 3,485 $1.1M
Mattern Wealth Management LLC 0.22% Reduce -1.6% 3,481 $1.1M
Sentry LLC 0.36% Reduce -6.5% 3,461 $1.1M
Trivium Point Advisory, LLC 0.20% Reduce -10.5% 3,460 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +10.6% 3,455 $1.1M
Sippican Capital Advisors 0.77% Reduce -2.1% 3,450 $1.1M
SVB Wealth LLC 0.07% Reduce -5.2% 3,448 $1.1M
CI Investments Inc. 0.01% Add +125.2% 3,428 $1.1M
Gateway Investment Advisers LLC 0.01% Add +83.2% 3,423 $1.1M
SYM FINANCIAL Corp 0.11% Add +6.8% 3,415 $1.1M
Harbour Capital Advisors, LLC 0.21% Reduce -0.1% 3,416 $1.1M
TritonPoint Partners, LLC 0.41% Add +7.8% 3,399 $1.1M
PFS Partners, LLC 0.51% Reduce -36.1% 3,388 $1.1M
Gratus Wealth Advisors, LLC 0.16% Add +4.8% 3,387 $1.1M
American Trust Investment Advisors, LLC 0.61% No change 3,386 $1.1M
Advyzon Investment Management, LLC 0.10% Add +104.5% 3,370 $1.1M
Turtle Creek Wealth Advisors, LLC 0.08% Add +9.5% 3,364 $1.1M
Cim Investment Management Inc. 0.29% Reduce -0.5% 3,360 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Add +0.4% 3,342 $1.1M
Qtron Investments LLC 0.15% Add +16.7% 3,350 $1.1M
Essential Partners LLC 0.37% Reduce -18.8% 3,344 $1.1M
Venturi Wealth Management, LLC 0.05% Add +5.9% 3,341 $1.1M
Carnegie Lake Advisors LLC 0.43% No change 3,325 $1.1M
Hamilton Wealth, LLC 0.21% Add +0.1% 3,310 $1.1M
Castlekeep Investment Advisors LLC 0.58% Reduce -4.0% 3,300 $1.1M
Columbia Asset Management 0.20% No change 3,296 $1.1M
One Wealth Advisors, LLC 0.13% Add +2.3% 3,283 $1.1M
International Assets Investment Management, LLC 0.07% Reduce -7.9% 3,265 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -10.9% 3,275 $1.1M
Ameritas Advisory Services, LLC 0.04% Add +9.2% 3,268 $1.1M
Jackson Thornton Wealth Management, LLC 0.10% Reduce -5.5% 3,240 $1.1M
Jefferies Financial Group Inc. 0.01% Reduce -13.0% 3,254 $1.1M
Hilltop Holdings Inc. 0.10% Reduce -82.3% 3,239 $1.1M
S-Bank Fund Management Ltd 0.16% Reduce -3.6% 3,233 $1.1M
Connecticut Wealth Management, LLC 0.04% Reduce -11.3% 3,223 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -0.2% 3,211 $1.0M
Mill Capital Management, LLC 0.08% No change 3,210 $1.0M
Welch Group, LLC 0.04% Reduce -1.0% 3,204 $1.0M
Stanley-Laman Group, Ltd. 0.13% No change 3,187 $1.0M
CSS LLC 0.16% Add +47.0% 3,160 $1.0M
Mitchell Sinkler & Starr 0.47% Reduce -0.9% 3,150 $1.0M
Everhart Financial Group, Inc. 0.09% Add +14.8% 3,150 $1.0M
First Bank & Trust 0.17% Add +0.0% 3,147 $1.0M
LRI Investments, LLC 0.09% Add +16.2% 3,142 $1.0M
Profund Advisors LLC 0.04% Reduce -17.6% 3,136 $1.0M
First American Bank 0.06% Add +11.4% 3,134 $1.0M
AssuredPartners Investment Advisors, LLC 0.11% Reduce -31.8% 3,123 $1.0M
SageView Advisory Group, LLC 0.04% Add +21.8% 3,123 $1.0M
Meridian Wealth Advisors, LLC 0.13% Reduce -2.1% 3,116 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.8% 3,098 $1.0M
Valeo Financial Advisors, LLC 0.02% Reduce -40.5% 3,096 $1.0M
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -24.1% 3,096 $1.0M
RMR Wealth Builders 0.08% Reduce -16.7% 3,074 $1.0M
Natural Investments, LLC 0.25% Reduce -0.1% 3,077 $1.0M
SkyView Investment Advisors, LLC 0.14% Reduce -3.7% 3,076 $1.0M
Soltis Investment Advisors LLC 0.07% Add +7.2% 3,072 $1.0M
Simmons Bank 0.07% Reduce -1.2% 3,043 $992K
One Capital Management, LLC 0.03% Reduce -1.0% 3,042 $992K
Premier Path Wealth Partners, LLC 0.13% Add +3.5% 3,040 $991K
NORTHSTAR ASSET MANAGEMENT Co 0.22% No change 3,040 $991K
Avior Wealth Management, LLC 0.03% Reduce -28.3% 3,027 $986K
JT Stratford LLC 0.13% Reduce -4.2% 3,016 $983K
Knightsbridge Asset Management, LLC 0.13% Add +29.0% 3,002 $978K
Bull Street Advisors, LLC 0.48% Reduce -0.8% 3,000 $978K
Finivi Inc. 0.53% No change 3,000 $978K
Denali Advisors LLC 0.11% No change 3,000 $978K
TRB Wealth Management, LLC 0.14% — 2,984 $975K
Kennebec Savings Bank 0.87% Reduce -0.6% 2,984 $973K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +185.2% 2,966 $967K
Atlas Legacy Advisors, LLC 0.18% Reduce -15.7% 2,965 $966K
Signal Advisors Wealth, LLC 0.07% Reduce -0.5% 2,959 $965K
Keel Point, LLC 0.06% Reduce -12.2% 2,957 $964K
Grove Bank & Trust 0.11% Reduce -22.6% 2,957 $964K
Farringdon Capital, Ltd. 0.21% Add +171.6% 2,955 $963K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.40% Reduce -18.4% 2,953 $963K
Canopy Partners, LLC 0.33% Reduce -0.4% 2,941 $959K
United Asset Strategies, Inc. 0.08% Add +6.1% 2,941 $959K
Catalyst Financial Partners LLC 0.11% Add +0.1% 2,937 $957K
Cove Private Wealth, LLC 0.22% Add +25.7% 2,936 $957K
Resonant Capital Advisors, LLC 0.05% Add +12.8% 2,926 $956K
GenTrust, LLC 0.04% Add +17.0% 2,924 $956K
QTR Family Wealth, LLC 0.40% Reduce -0.2% 2,931 $955K
1ST Source Bank 0.05% Reduce -0.2% 2,916 $950K
waypoint wealth counsel 0.49% Reduce -29.7% 2,895 $944K
Viawealth, LLC 0.52% Add +0.2% 2,893 $943K
Abound Wealth Management 0.21% Add +2350.8% 2,892 $943K
Granite Investment Partners, LLC 0.06% No change 2,885 $940K
Csenge Advisory Group 0.04% Reduce -13.3% 2,882 $939K
Cordgrass Capital Advisors, LLC 0.22% Reduce -5.4% 2,857 $931K
Diversify Wealth Management, LLC 0.02% New 2,837 $924K
Segment Wealth Management, LLC 0.05% No change 2,832 $923K
Dempze Nancy E 0.50% Reduce -22.2% 2,800 $913K
Merrion Investment Management Co, LLC 0.49% No change 2,771 $903K
Sapient Capital LLC 0.01% Add +33.7% 2,763 $903K
Baader Bank Aktiengesellschaft 0.09% No change 2,768 $902K
Earned Wealth Advisors, LLC 0.06% Reduce -7.2% 2,757 $898K
Keyes, Stange & Wooten Wealth Management, LLC 0.40% Reduce -1.5% 2,734 $891K
Resurgent Financial Advisors LLC 0.33% Add +28.4% 2,733 $891K
Invst, LLC 0.10% Add +314.3% 2,730 $890K
Evelyn Partners Investment Management (Europe) Ltd 0.31% No change 2,727 $889K
Rothschild Wealth LLC 0.08% Reduce -6.1% 2,722 $887K
Waterloo Capital, L.P. 0.06% Add +3.0% 2,704 $881K
PDS Planning, Inc 0.06% Reduce -0.0% 2,697 $879K
Odyssean, LLC 0.32% New 2,691 $877K
Trust Co. of Toledo NA 0.08% Add +7.5% 2,681 $874K
RiverPark Advisors, LLC 0.42% Reduce -7.9% 2,679 $873K
Rossmore Private Capital 0.08% Reduce -4.8% 2,659 $869K
Hohimer Wealth Management, LLC 0.11% Add +8.0% 2,662 $868K
Baker Avenue Asset Management, LP 0.02% Add +32.3% 2,660 $867K
Cross Staff Investments Inc 0.44% No change 2,649 $863K
Leavell Investment Management, Inc. 0.04% Add +3.8% 2,641 $863K
1776 Wealth LLC 0.34% Add +0.0% 2,641 $861K
City State Bank 0.22% Add +0.1% 2,635 $859K
Sovran Advisors, LLC 0.07% Add +24.3% 2,615 $855K
Transamerica Financial Advisors, LLC 0.07% Add +18.7% 2,618 $854K
Armstrong Advisory Group, Inc. 0.06% Add +1130.7% 2,609 $850K
Greenfield Savings Bank 0.36% Reduce -0.7% 2,603 $848K
Pure Financial Advisors, LLC 0.01% Add +19.4% 2,581 $841K
CWS Financial Advisors, LLC 0.22% Add +9.7% 2,575 $839K
Ashton Thomas Private Wealth, LLC 0.02% Add +1.9% 2,574 $839K
Wbi Investments, LLC 0.23% New 2,572 $838K
Millington Securities, LLC 0.23% — 2,572 $838K
Ranch Capital Advisors Inc. 0.31% Add +2.1% 2,559 $836K
Compagnie Lombard Odier SCmA 0.01% Reduce -23.2% 2,565 $836K
Western Wealth Management, LLC 0.03% Reduce -3.7% 2,554 $832K
ProCore Advisors, LLC 1.27% Reduce -4.6% 2,543 $829K
Colter Lewis Investment Partners LLC 0.78% New 2,535 $829K
Crescent Sterling, Ltd. 0.80% Add +3.8% 2,535 $826K
Nordwand Advisors, LLC 0.14% Add +19.1% 2,531 $825K
HBK Sorce Advisory LLC 0.02% Add +4.7% 2,559 $818K
Knollwood Investment Advisory, LLC 0.08% No change 2,500 $815K
Monetary Management Group Inc. 0.19% No change 2,495 $813K
Vann Equity Management LLC 0.58% — 2,492 $812K
First Affirmative Financial Network 0.32% — 2,491 $812K
Supplemental Annuity Collective Trust of NJ 0.23% New 2,478 $808K
Burford Brothers, Inc. 0.33% Add +1.5% 2,470 $805K
Net Worth Advisory Group 0.17% Reduce -2.3% 2,468 $804K
Mairs & Power Inc. 0.01% Add +4.5% 2,439 $795K
Montecito Bank & Trust 0.13% Reduce -1.6% 2,436 $794K
Everest Financial Group LLC 0.13% New 2,432 $793K
Drive Wealth Management, LLC 0.17% Add +1.1% 2,424 $792K
Valley Brook Capital Group, Inc. 0.53% Add +1.0% 2,430 $792K
Headinvest, LLC 0.16% Reduce -1.8% 2,429 $792K
Family Manage LLC 0.09% Add +1.0% 2,428 $791K
Rehmann Capital Advisory Group 0.04% Reduce -6.5% 2,418 $788K
Everett Harris & Co. 0.01% No change 2,412 $786K
Coign Capital Advisors LLC 0.41% Reduce -3.3% 2,409 $785K
GTS Securities LLC 0.03% Reduce -56.2% 2,406 $784K
Sky Investment Group LLC 0.14% No change 2,404 $784K
Point Windward Advisors Inc. 0.40% Reduce -19.5% 2,400 $782K
Fulton Bank, N.A. 0.03% Add +2.7% 2,398 $782K
Gibbs Wealth Management 0.10% New 2,384 $777K
YANKCOM Partnership 0.32% Add +5.4% 2,378 $775K
Boothbay Fund Management, LLC 0.02% Add +54.7% 2,370 $772K
V-Square Quantitative Management LLC 0.08% Add +12.1% 2,369 $772K
Marshall Wace, LLP 0.00% New 2,368 $772K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.7% 2,367 $771K
Applied Finance Capital Management, LLC 0.06% Add +5.7% 2,364 $770K
Triad Wealth Partners, LLC 0.06% Add +2.6% 2,358 $769K
PFG Investments, LLC 0.04% Add +4.1% 2,352 $767K
Goelzer Investment Management, Inc. 0.04% Add +21.6% 2,351 $766K
Burke & Herbert Bank & Trust Co. 0.21% Add +0.4% 2,348 $765K
AdvisorNet Financial, Inc 0.04% Reduce -0.3% 2,345 $764K
CWA Asset Management Group, LLC 0.03% Add +2.0% 2,324 $758K
BSW Wealth Partners 0.09% Add +9.9% 2,320 $756K
Destination Wealth Management 0.02% Add +225.4% 2,320 $756K
FLC Capital Advisors 0.14% No change 2,312 $754K
Strong Retirement Solutions LLC 0.53% Reduce -19.8% 2,303 $751K
Firethorn Wealth Partners, LLC 0.28% Add +10.5% 2,302 $750K
Means Investment Co., Inc. 0.07% Add +0.0% 2,301 $750K
Norden Group LLC 0.07% Add +8.0% 2,297 $749K
Ticino Wealth 0.26% Reduce -41.1% 2,072 $748K
Walter & Keenan Wealth Management LLC /in/ 0.21% Add +1.6% 2,295 $748K
Cidel Asset Management Inc. 0.04% Add +14.5% 2,294 $748K
Sunesis Advisors, LLC 0.34% Reduce -7.7% 2,292 $747K
American Trust 0.07% Reduce -3.5% 2,289 $746K
Farrell Financial LLC 0.45% Add +0.3% 2,286 $745K
Covington Investment Advisors Inc. 0.11% No change 2,284 $744K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +2.6% 2,279 $743K
Abundance Wealth Counselors 0.11% New 2,277 $742K
Voleon Capital Management LP 0.02% Reduce -90.7% 2,271 $740K
Ironwood Investment Counsel, LLC 0.11% Reduce -1.5% 2,264 $738K
Evansbrook LLC 0.49% New 2,258 $736K
Center for Financial Planning, Inc. 0.08% Add +2.0% 2,255 $735K
Patrick M Sweeney & Associates, Inc. 0.47% No change 2,247 $733K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +57.8% 2,241 $730K
DGS Capital Management, LLC 0.12% Add +39.4% 2,235 $728K
Plancorp, LLC 0.02% Reduce -1.4% 2,209 $724K
Thompson Siegel & Walmsley LLC 0.01% No change 2,221 $724K
Henry James International Management Inc. 0.26% Reduce -0.1% 2,221 $724K
Blake Schutter Theil Wealth Advisors, LLC 0.59% Add +0.5% 2,206 $719K
Cambria Investment Management, L.P. 0.04% Add +31.0% 2,197 $716K
SeaCrest Wealth Management, LLC 0.08% Reduce -8.1% 2,192 $714K
Hancock Whitney Corp. 0.01% Reduce -6.7% 2,185 $714K
Sandy Cove Advisors, LLC 0.21% Add +2.5% 2,185 $712K
PCM Encore, LLC 0.15% Add +8.8% 2,183 $711K
Modera Wealth Management, LLC 0.01% Add +16.8% 2,181 $711K
G&S Capital LLC 0.25% Reduce -4.2% 2,175 $709K
Purkiss Capital Advisors LLC 0.31% Add +38.3% 2,173 $708K
Nicolet Bankshares Inc. 0.03% Add +232.8% 2,160 $706K
Delta Investment Management, LLC 0.13% Reduce -1.8% 2,159 $704K
Mainsail Asset Management, LLC 0.32% Add +68.2% 2,154 $702K
Abacus Planning Group, Inc. 0.09% Add +4.6% 2,152 $701K
Pflug Koory, LLC 0.32% No change 2,143 $698K
Forum Financial Management, LP 0.01% Reduce -71.3% 2,140 $697K
Adelphi Trust Co 0.57% Add +10.2% 2,135 $696K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% Reduce -33.8% 2,132 $695K
Foundation Resource Management Inc. 0.08% No change 2,129 $694K
Graybill Wealth Management, LTD. 0.21% No change 2,110 $688K
Blue Trust, Inc. 0.01% Reduce -8.2% 2,107 $687K
Somerville Kurt F 0.18% Reduce -19.2% 2,100 $684K
Bannerstone Capital Management, LLC 0.63% Add +1.1% 2,090 $681K
Strategic Financial Services, Inc. 0.03% Add +1.7% 2,087 $680K
Wick Capital Partners, LLC 0.12% Add +0.2% 2,086 $680K
Cardiff Park Advisors, LLC 0.05% Add +0.3% 2,080 $678K
Liberty Square Wealth Partners LLC 0.19% Add +3.0% 2,079 $678K
Zions Bancorporation, National Association 0.04% Reduce -63.7% 2,067 $674K
Bison Wealth, LLC 0.07% Reduce -2.1% 2,128 $672K
Mach-1 Financial Group, LLC 0.24% Reduce -52.5% 2,056 $670K
Bolthouse Investments, LLC 0.60% No change 2,050 $668K
Cetera Trust Company, N.A 0.38% No change 2,050 $668K
Steigerwald, Gordon & Koch Inc. 0.07% Reduce -1.2% 2,045 $667K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +0.3% 2,045 $667K
Baron Wealth Management LLC 0.20% Add +0.3% 2,042 $666K
Shelton Capital Management 0.01% Reduce -0.4% 2,038 $664K
71 West Capital Partners 0.03% Add +36.9% 2,035 $663K
Stiles Financial Services Inc 0.20% Reduce -18.9% 2,032 $662K
Sawyer & Company, Inc 0.26% Add +25.4% 2,031 $662K
Northwest Wealth Management, LLC 0.10% Add +0.7% 2,030 $662K
SmartHarvest Portfolios, LLC 0.28% Reduce -8.5% 2,029 $661K
Peddock Capital Advisors, LLC 0.15% No change 2,025 $660K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -0.1% 2,021 $659K
L2 Asset Management, LLC 0.06% Add +7.6% 2,013 $656K
Strathmore Capital Advisors, Inc. 0.19% Add +3.0% 2,008 $655K
TKG Advisors, LLC 0.27% Reduce -4.6% 2,006 $654K
Global X Japan Co., Ltd. 0.03% Reduce -4.0% 2,004 $653K
Valley Forge Investment Consultants Inc. Adv 0.20% No change 2,000 $652K
Ausdal Financial Partners, Inc. 0.03% Add +12.1% 1,999 $652K
First City Capital Management, Inc. 0.34% Reduce -7.8% 1,997 $651K
Northside Capital Management, LLC 0.06% No change 1,996 $651K
Regal Investment Advisors LLC 0.04% Add +6.9% 1,990 $648K
Diversified Enterprises, LLC 0.04% Add +30.2% 1,986 $647K
Blue Water Asset Management 0.22% Add +0.3% 1,978 $645K
LeClair Wealth Partners LLC 0.22% Add +33.6% 1,978 $645K
Alvarez & Marsal Private Wealth Partners, LLC 0.09% Add +45.4% 1,971 $644K
Childress Capital Advisors, LLC 0.11% Add +0.9% 1,954 $637K
Atlanta Consulting Group Advisors, LLC 0.14% Add +21.8% 1,935 $632K
Hilton Head Capital Partners, LLC 0.36% Reduce -0.1% 1,939 $632K
Angeles Wealth Management, LLC 0.03% Add +14.1% 1,931 $631K
Vantage Point Financial LLC 0.22% Add +1.1% 1,932 $630K
MidFirst Bank 0.05% Reduce -17.6% 1,929 $629K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +5.6% 1,924 $627K
Appleton Partners Inc. 0.04% Reduce -0.8% 1,924 $627K
Polymer Capital Management (US) LLC 0.09% New 1,921 $626K
Essex Bank 0.14% Reduce -20.0% 1,917 $625K
Shore Point Advisors, LLC 0.25% Add +0.1% 1,912 $623K
Miller Capital Partners, Inc. 0.30% Reduce -1.2% 1,911 $623K
Johnson Financial Group, LLC 0.04% New 1,910 $623K
Everpar Advisors LLC 0.21% Add +17.7% 1,906 $621K
Aprio Wealth Management, LLC 0.03% Add +2.2% 1,903 $620K
Smithfield Trust Co 0.03% Add +21.4% 1,897 $618K
Moneco Advisors, LLC 0.05% Reduce -0.6% 1,880 $613K
HighPoint Advisor Group LLC 0.03% Reduce -82.8% 1,875 $611K
Baker Ellis Asset Management LLC 0.07% Reduce -2.9% 1,874 $611K
Sunbelt Securities, Inc. 0.04% Add +0.1% 1,871 $610K
Hara Capital LLC 0.30% No change 1,862 $609K
Curat Global, LLC 0.60% No change 1,865 $608K
Boston Family Office LLC 0.04% No change 1,862 $607K
MCF Advisors LLC 0.03% Add +68.5% 1,854 $606K
Avidian Wealth Enterprises, LLC 0.02% Add +8.7% 1,857 $605K
Kovack Advisors, Inc. 0.03% Reduce -12.1% 1,846 $602K
Continuum Advisory, LLC 0.06% Add +42.3% 1,843 $601K
Northeast Investment Management 0.02% Reduce -25.5% 1,841 $600K
Summit Global Investments 0.04% No change 1,840 $600K
HUB Investment Partners, LLC 0.01% Add +4.8% 1,840 $600K
Cary Street Partners Investment Advisory LLC 0.15% Add +12.6% 1,834 $598K
Sage Private Wealth Group, LLC 0.30% Reduce -3.1% 1,830 $597K
OpenArc Corporate Advisory, LLC 0.01% Add +35.9% 1,829 $596K
Kera Capital Partners, Inc. 0.07% Add +7.2% 1,818 $593K
Bingham Private Wealth, LLC 0.47% Add +2.5% 1,813 $591K
Credit Industriel Et Commercial 0.10% Reduce -19.4% 1,811 $590K
111 Capital 0.15% Add +158.3% 1,808 $589K
Providence First Trust Co 0.21% New 1,807 $589K
FSM Wealth Advisors, LLC 0.08% Reduce -15.2% 1,806 $589K
National Philanthropic Trust 0.01% No change 1,801 $587K
Ascentis Wealth Management, LLC 0.12% Add +99.8% 1,796 $585K
Mayflower Financial Advisors, LLC 0.07% Reduce -3.8% 1,795 $585K
Investment Partners Asset Management, Inc. 0.36% Add +30.5% 1,794 $585K
Oakworth Capital, Inc. 0.03% No change 1,777 $579K
First County Bank 0.31% Add +0.3% 1,773 $578K
Foundations Investment Advisors, LLC 0.01% Add +12.4% 1,772 $578K
May Hill Capital, LLC 0.14% Add +25.6% 1,771 $577K
Hantz Financial Services, Inc. 0.01% Add +143.6% 1,771 $577K
Strategic Wealth Partners, Ltd. 0.04% Reduce -6.0% 1,769 $577K
Wagner Wealth Management, Corp 0.51% New 1,750 $570K
Legal Advantage Investments, Inc. 0.29% No change 1,750 $570K
Coerente Capital Management 0.11% No change 1,750 $570K
West Family Investments, Inc. 0.20% Reduce -27.9% 1,748 $570K
Expressive Wealth LLC 0.54% New 1,766 $568K
Gladstone Institutional Advisory LLC 0.02% Reduce -9.5% 1,741 $568K
Collaborative Fund Advisors, LLC 0.35% — 1,736 $566K
Independent Financial Group, LLC 0.01% Reduce -2.7% 1,735 $566K
Bell Bank 0.02% Reduce -16.7% 1,732 $565K
StrongBox Wealth, LLC 0.18% Add +5.0% 1,729 $564K
Sagewood Asset Management LP 0.18% Add +14.0% 1,716 $559K
Argos Wealth Advisors, LLC 0.16% Reduce -4.7% 1,714 $559K
Tributary Capital Management, LLC 0.05% Reduce -1.7% 1,705 $556K
Tilia Fiduciary Partners, Inc. 0.31% Reduce -1.1% 1,704 $555K
Rede Wealth, LLC 0.20% No change 1,703 $555K
MFA Wealth Services 0.37% Add +2.9% 1,701 $554K
Apella Capital, LLC 0.01% Add +92.7% 1,673 $554K
Okabena Investment Services Inc. 0.11% No change 1,696 $553K
MJP Associates Inc. 0.07% Reduce -51.4% 1,695 $553K
Dagco, Inc. 0.12% No change 1,695 $552K
Patron Partners, LLC 0.24% Reduce -17.9% 1,691 $551K
E&G Advisors, LLC 0.12% Add +0.3% 1,689 $550K
Phillips Wealth Planners LLC 0.41% Reduce -1.3% 1,715 $549K
Clearwave Capital, LLC 0.38% Add +0.4% 1,685 $549K
South Plains Financial, Inc. 0.32% Add +5.1% 1,682 $548K
Catalyst Funds Management Pty Ltd 0.09% Reduce -67.7% 1,678 $547K
Riversedge Advisors, LLC 0.09% Reduce -3.4% 1,670 $544K
Salvus Wealth Management, LLC 0.31% Add +0.7% 1,656 $540K
Harbor Investment Advisory, LLC 0.04% Reduce -2.9% 1,655 $539K
Jump Financial, LLC 0.01% Reduce -60.2% 1,654 $539K
Conning Inc. 0.02% Reduce -15.7% 1,648 $537K
Tandem Wealth Advisors LLC 0.24% Reduce -7.5% 1,640 $535K
Icon Wealth Advisors, LLC 0.03% Reduce -36.8% 1,639 $534K
Clearstead Trust, LLC 0.09% Reduce -10.3% 1,637 $534K
Bank of New Hampshire 0.12% Add +5.5% 1,637 $534K
Eagle Bluffs Wealth Management LLC 0.21% No change 1,631 $533K
Aspire Growth Partners LLC 0.37% Reduce -1.1% 1,632 $532K
Advisory Alpha, LLC 0.01% Reduce -3.8% 1,631 $532K
1834 Investment Advisors Co. 0.07% Reduce -3.5% 1,628 $531K
QP Wealth Management, LLC 0.91% Reduce -10.8% 1,627 $530K
Atlas Capital Advisors Inc. 0.06% No change 1,614 $526K
GHP Investment Advisors, Inc. 0.02% Add +81.4% 1,605 $523K
Associated Banc-Corp 0.01% Reduce -13.4% 1,603 $522K
LightSquare Wealth Management, LLC 0.39% — 1,596 $520K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.0% 1,593 $519K
Tannin Capital LLC 0.38% Add +3.4% 1,591 $519K
Freestone Capital Holdings, LLC 0.02% Add +7.6% 1,591 $519K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.0% 1,591 $519K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Reduce -5.0% 1,585 $518K
Independence Bank of Kentucky 0.07% Reduce -4.5% 1,587 $517K
Howard Capital Management, LLC 0.01% Reduce -50.2% 1,584 $516K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,576 $515K
Nilsine Partners, LLC 0.04% Reduce -18.9% 1,583 $514K
Zhang Financial LLC 0.02% New 1,573 $513K
Symphony Financial, Ltd. Co. 0.07% Add +2.8% 1,568 $511K
Ethos Financial Group, LLC 0.04% Add +44.2% 1,552 $507K
XTX Topco Ltd 0.01% Reduce -65.9% 1,555 $507K
3Chopt Investment Partners, LLC 0.12% Add +4.7% 1,545 $505K
Madrid Wealth Management, LLC 0.38% Reduce -17.3% 1,545 $504K
Heron Bay Capital Management 0.05% No change 1,545 $504K
Trust Point Inc. 0.04% Reduce -1.4% 1,545 $504K
Evernest Financial Advisors, LLC 0.10% Add +13.7% 1,548 $502K
Palisade Asset Management, LLC 0.05% No change 1,541 $502K
Vermillion & White Wealth Management Group, LLC 0.29% New 1,540 $502K
Ables, Iannone, Moore & Associates, Inc. 0.30% Reduce -0.7% 1,531 $499K
Bridgewater Advisors Inc. 0.03% Add +3.0% 1,591 $498K
Investment Research Partners LLC 0.20% Reduce -5.2% 1,524 $497K
Broyhill Asset Management, LLC 0.49% Reduce -0.8% 1,523 $496K
Wealth Science Advisors LLC 0.28% No change 1,577 $492K
Empower Advisory Group, LLC 0.00% Add +9.2% 1,506 $491K
Richardson Financial Services Inc. 0.31% Add +23.4% 1,505 $491K
Steinberg Asset Management LLC 0.32% No change 1,500 $490K
Ballast Rock Private Wealth LLC 0.27% No change 1,500 $490K
Roberts Glore & Co. Inc. 0.13% No change 1,503 $490K
Dymon Asia Capital (singapore) Pte. LTD. 0.11% New 1,500 $489K
Cushing Capital Partners, LLC 0.38% Reduce -52.1% 1,494 $488K
Wetzel Investment Advisors, Inc. 0.19% Reduce -9.7% 1,488 $486K
Astoria Portfolio Advisors LLC. 0.10% Add +0.1% 1,488 $483K
Flatrock Wealth Partners LLC 0.22% Reduce -13.8% 1,476 $483K
Peak Planning Group, LLC 0.13% Reduce -13.4% 1,468 $478K
Piedmont Capital Management, LLC 0.32% No change 1,457 $475K
UNIVEST FINANCIAL Corp 0.03% Add +0.1% 1,453 $474K
Florida Financial Advisors, LLC 0.11% Add +21.6% 1,448 $473K
Moss Adams Wealth Advisors LLC 0.03% Add +6.1% 1,442 $471K
Am Investment Strategies LLC 0.10% No change 1,441 $470K
BIP Wealth, LLC 0.02% Reduce -11.4% 1,442 $470K
Pointe Capital Management LLC 0.23% No change 1,439 $469K
Manchester Capital Management LLC 0.07% Reduce -2.9% 1,434 $467K
RFG Advisory, LLC 0.01% Add +2.0% 1,429 $466K
Quotient Wealth Partners, LLC 0.01% Reduce -2.4% 1,416 $462K
Alta Advisers Ltd 0.17% No change 1,416 $462K
First Western Trust Bank 0.02% Add +0.7% 1,416 $462K
Revisor Wealth Management LLC 0.13% Reduce -3.5% 1,394 $454K
PGIM Custom Harvest LLC 0.01% Add +1.8% 1,388 $452K
Kathmere Capital Management, LLC 0.03% Add +6.8% 1,385 $451K
AlphaGrep UK Ltd 0.13% Add +43.2% 1,382 $450K
Worthington Financial Partners, LLC 0.39% No change 1,381 $450K
Carson Advisory Inc. 0.23% Reduce -1.5% 1,380 $450K
Courier Capital LLC 0.03% Add +0.7% 1,374 $448K
Allegiance Financial Group Advisory Services LLC 0.09% Reduce -3.2% 1,373 $448K
Souders Financial Advisors 0.05% Add +10.1% 1,372 $447K
Crux Wealth Advisors 0.17% Reduce -1.6% 1,372 $447K
Paces Ferry Wealth Advisors, LLC 0.19% No change 1,371 $447K
Klingman & Associates, LLC 0.02% Add +3.5% 1,367 $446K
Cerro Pacific Wealth Advisors LLC 0.12% Reduce -13.7% 1,365 $445K
Cornerstone Advisory, LLC 0.04% Add +2.0% 1,356 $442K
E Fund Management Co., Ltd. 0.01% — 1,354 $441K
Ridgewood Investments LLC 0.18% — 1,345 $438K
Bollard Group LLC 0.01% Add +0.3% 1,344 $438K
Councilmark Asset Management, LLC 0.25% No change 1,339 $436K
Strategy Asset Managers LLC 0.07% Reduce -2.8% 1,325 $432K
RMR Capital Management, LLC 0.31% No change 1,325 $432K
Family Capital Trust Co 0.16% New 1,320 $430K
Prestige Wealth Management Group LLC 0.08% Reduce -1.1% 1,311 $429K
Alerus Financial NA 0.02% Reduce -3.0% 1,311 $427K
Sfmg, LLC 0.03% No change 1,310 $427K
IFC Advisors LLC 0.06% Reduce -12.7% 1,309 $427K
Strategic Investment Advisors / MI 0.03% Add +35.1% 1,309 $426K
Orange Investment Advisors, Inc. 0.06% Add +20.1% 1,308 $426K
Northern Financial Advisors Inc 0.31% Add +67.7% 1,306 $426K
Strategic Advisors LLC 0.07% Add +0.3% 1,305 $425K
Tyche Wealth Partners LLC 0.07% Reduce -7.1% 1,304 $425K
Defiance ETFs, LLC 0.01% New 1,304 $425K
Oslo Pensjonsforsikring AS 0.07% — 1,294 $422K
Linscomb Wealth, Inc. 0.02% Reduce -17.1% 1,288 $420K
Gen-Wealth Partners Inc 0.13% Reduce -0.7% 1,288 $420K
Wynn Capital, LLC 0.22% Add +4.5% 1,287 $419K
Focus Financial Network, Inc. 0.01% Reduce -9.3% 1,280 $418K
Hemenway Trust Co LLC 0.03% Reduce -3.8% 1,280 $417K
Optas, LLC 0.06% Add +17.8% 1,278 $417K
Versant Capital Management, Inc 0.04% Add +56.8% 1,278 $417K
Hennion & Walsh Asset Management, Inc. 0.01% Add +0.6% 1,278 $417K
Integrated Advisors Network LLC 0.02% Reduce -11.6% 1,276 $416K
Fielder Capital Group LLC 0.09% Add +7.2% 1,272 $415K
Quent Capital, LLC 0.03% Reduce -2.0% 1,270 $414K
Proffitt & Goodson Inc. 0.06% Add +2.1% 1,267 $413K
BlackDiamond Wealth Management, LLC 0.20% Add +1.9% 1,261 $411K
Good Harbor Advisors, Inc. 0.45% No change 1,259 $410K
Trust Co of the South 0.07% Reduce -1.1% 1,258 $410K
Private Capital Management, LLC 0.04% No change 1,257 $410K
Alphadyne Asset Management LP 0.05% New 1,255 $409K
Quaker Wealth Management, LLC 0.13% Add +0.1% 1,250 $408K
Interchange Capital Partners, LLC 0.13% Reduce -56.2% 1,348 $407K
Sentinel Trust Co. Lba 0.04% No change 1,250 $407K
Portside Wealth Group, LLC 0.06% Add +4.2% 1,246 $406K
CVA Family Office, LLC 0.04% Add +19.2% 1,241 $404K
Sage Financial Management Group, Inc. 0.12% Reduce -5.0% 1,235 $403K
Discipline Wealth Solutions, LLC 0.04% No change 1,234 $402K
Belpointe Asset Management LLC 0.01% Add +3.4% 1,232 $402K
Vanguard National Trust Co 0.03% — 1,230 $401K
Keebeck Wealth Management 0.05% New 1,226 $401K
Titleist Asset Management, LLC 0.03% Reduce -0.2% 1,229 $401K
Tower Bridge Advisors 0.04% No change 1,228 $400K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Add +686.5% 1,227 $400K
Proficio Capital Partners LLC 0.02% No change 1,224 $399K
Park Edge Advisors, LLC 0.09% No change 1,224 $399K
BostonPremier Wealth LLC 0.21% No change 1,223 $399K
Corps Capital Advisors, LLC 0.35% No change 1,220 $398K
Farmers National Bank 0.09% Reduce -3.3% 1,219 $397K
Elgethun Capital Management 0.07% No change 1,219 $397K
Avail Investment Partners, LLC 0.42% — 1,217 $397K
Chilton Investment Co. Inc. 0.01% Reduce -55.4% 1,217 $397K
JM2 Capital Inc. 0.33% Reduce -0.7% 1,214 $396K
Vicus Capital 0.03% Reduce -3.3% 1,214 $396K
Pacific Capital Wealth Advisors, Inc. 0.07% Add +0.8% 1,212 $395K
Spirepoint Private Client, LLC 0.04% Reduce -5.4% 1,207 $393K
Promethium Advisors,llc 0.20% No change 1,203 $393K
Lynch & Associates 0.07% Add +8.8% 1,206 $393K
Guardian Wealth Advisors, LLC 0.23% Reduce -1.6% 1,206 $393K
State of Wyoming 0.05% Reduce -4.2% 1,202 $392K
American Institute for Advanced Investment Management, LLP 0.25% No change 1,240 $392K
Americana Partners, LLC 0.01% Add +75.9% 1,196 $390K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,192 $389K
W.H. Cornerstone Investments Inc. 0.24% New 1,188 $387K
Capital Analysts, LLC 0.01% Add +24.1% 1,186 $387K
Arjuna Capital 0.10% New 1,181 $385K
Carret Asset Management, LLC 0.04% Reduce -0.8% 1,181 $385K
Fiduciary Family Office, LLC 0.11% Add +17.7% 1,177 $384K
Visionary Wealth Advisors 0.02% Add +30.6% 1,177 $384K
KPP Advisory Services LLC 0.06% Reduce -0.1% 1,175 $383K
Norway Savings Bank 0.18% Reduce -5.5% 1,175 $383K
Saturna Capital Corp. 0.01% Reduce -63.1% 1,170 $381K
Facet Wealth, Inc. 0.01% Add +5.7% 1,169 $381K
Founders Financial Alliance, LLC 0.07% No change 1,158 $377K
United Advisor Group, LLC 0.05% Add +18.9% 1,153 $376K
Breakwater Capital Group 0.05% Add +1.3% 1,152 $375K
Chilton Capital Management LLC 0.01% Reduce -0.3% 1,151 $375K
Cromwell Holdings LLC 0.21% No change 1,146 $375K
Root Financial Partners, LLC 0.02% Add +185.6% 1,148 $374K
Argyle Capital Partners, LLC 0.27% No change 1,146 $374K
First American Trust, FSB 0.03% Add +5.3% 1,143 $372K
FAS Wealth Partners, Inc. 0.02% Add +1.4% 1,142 $372K
Stone House Investment Management, LLC 0.07% Add +0.3% 1,140 $371K
Broadwater Capital Management LLC 0.28% No change 1,190 $371K
Westbourne Investments, Inc. 0.18% New 1,136 $370K
Sunflower Bank, N.A. 0.09% Add +15.7% 1,134 $370K
Planned Solutions, Inc. 0.12% No change 1,130 $368K
Reliant Investment Partners, LLC 0.30% No change 1,126 $367K
Stratos Investment Management, LLC 0.01% Add +3.6% 1,122 $366K
Zacks Investment Management 0.00% Add +2.1% 1,117 $364K
EJMK Ventures LLC 0.20% Add +7.9% 1,116 $364K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.2% 1,116 $364K
Sargent Investment Group, LLC 0.05% Add +15.2% 1,114 $363K
RFG - Bristol Wealth Advisors, LLC 0.10% Reduce -5.8% 1,109 $361K
LaSalle St. Investment Advisors, LLC 0.05% Add +1.4% 1,107 $361K
CreativeOne Wealth, LLC 0.01% Add +12.7% 1,103 $360K
Cypress Capital Group 0.04% Add +3.4% 1,101 $359K
IMZ Advisory Inc 0.14% Add +0.3% 1,095 $357K
RBA Wealth Management, LLC 0.13% Reduce -3.5% 1,093 $356K
Linden Thomas Advisory Services, LLC 0.03% Add +25.1% 1,093 $356K
Edgestream Partners, L.P. 0.01% Reduce -67.5% 1,093 $356K
Evermay Wealth Management LLC 0.04% Reduce -31.0% 1,091 $356K
Kintra Wealth, LLC 0.03% New 1,085 $354K
Naviter Wealth, LLC 0.04% Add +12.4% 1,081 $353K
MBL Wealth, LLC 0.03% Add +26.3% 1,084 $353K
McLean Asset Management Corp 0.06% Add +8.5% 1,084 $353K
Sharp Wealth Advisory, LLC 0.17% No change 1,082 $353K
Burling Wealth Partners, LLC 0.06% Reduce -13.2% 1,077 $351K
Nolet Wealth Management, LLC 0.20% No change 1,075 $350K
Innova Wealth Partners 0.17% Add +18.4% 1,075 $350K
Foster Group, Inc. 0.01% Add +8.2% 1,070 $349K
Simplicity Wealth,LLC 0.02% Add +17.8% 1,068 $348K
Guardian Capital, LLC 0.33% Reduce -48.9% 1,068 $348K
J.Safra Asset Management Corp 0.02% No change 1,067 $348K
BankChampaign, National Association 0.34% Add +19.5% 1,066 $347K
NorthRock Partners, LLC 0.01% Reduce -18.1% 1,065 $347K
Falcon Wealth Planning 0.02% Reduce -3.1% 1,065 $347K
Patriot Financial Group Insurance Agency, LLC 0.02% New 1,066 $347K
Westfuller Advisors, LLC 0.15% Reduce -29.6% 1,061 $347K
Anchyra Partners LLC 0.11% Add +5.0% 1,064 $347K
Wellington Shields & Co., LLC 0.09% No change 1,061 $346K
Edmp, Inc. 0.28% No change 1,055 $344K
Wealth Management Associates, Inc. 0.12% No change 1,055 $344K
Moment Partners, LLC 0.06% Reduce -0.7% 1,051 $344K
Dorato Capital Management 0.25% No change 1,033 $344K
Voya Financial Advisors, Inc. 0.03% Reduce -11.7% 1,076 $343K
Sicart Associates LLC 0.09% No change 1,050 $342K
Hexagon Capital Partners LLC 0.05% New 1,049 $342K
Intellectus Partners, LLC 0.07% Add +7.3% 1,045 $342K
Busey Bank 0.01% Reduce -6.5% 1,045 $341K
McIlrath & Eck, LLC 0.03% Add +4.2% 1,042 $340K
VeraBank, N.A. 0.06% No change 1,039 $339K
Earnest Partners LLC 0.00% Reduce -0.6% 1,037 $338K
Chapin Davis, Inc. 0.08% Add +0.1% 1,035 $337K
Zullo Investment Group, Inc. 0.13% Reduce -2.8% 1,034 $337K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Reduce -32.5% 1,034 $337K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 1,032 $336K
Impact Investors, Inc 0.23% New 1,028 $335K
Accredited Investors Inc. 0.02% Reduce -19.8% 1,028 $335K
Parthenon LLC 0.04% No change 1,027 $335K
Innovative Asset Advisors Group, LLC 0.19% — 1,023 $334K
GM Advisory Group, LLC 0.01% New 1,024 $334K
Peachtree Investment Partners, LLC 0.13% Add +51.3% 1,017 $332K
HMS Capital Management, LLC 0.13% Reduce -43.3% 1,014 $330K
Fieldview Capital Management, LLC 0.10% New 1,013 $330K
Atwater Malick LLC 0.09% No change 1,010 $329K
CYBER HORNET ETFs LLC 0.21% Reduce -7.1% 1,005 $329K
Duncker Streett & Co. Inc. 0.06% No change 1,003 $327K
Financial Engines Advisors L.L.C. 0.00% New 1,001 $326K
RBF Capital, LLC 0.02% No change 1,000 $326K
Schwartz Investment Counsel Inc. 0.01% Reduce -23.1% 1,000 $326K
Paladin Advisory Group, LLC 0.25% Reduce -16.7% 998 $325K
San Luis Wealth Advisors LLC 0.05% Add +0.1% 997 $325K
Hyperion Capital Advisors LP 0.16% No change 995 $324K
Octavia Wealth Advisors, LLC 0.03% Reduce -5.4% 986 $322K
Maridea Wealth Management LLC 0.05% New 987 $322K
Valtrion Capital Management, LLC 0.30% Reduce -6.9% 985 $321K
Parnassus Investments, LLC 0.00% New 976 $318K
Womack Financial LLC 0.23% No change 973 $317K
Compass Ion Advisors, LLC 0.03% Add +1.5% 971 $317K
FDx Advisors, Inc. 0.10% New 970 $316K
Somerset Group LLC 0.23% No change 954 $316K
Cornerstone Wealth Group, LLC 0.02% Add +21.2% 949 $312K
WoodTrust Financial Corp 0.04% Add +33.5% 957 $312K
Sax Wealth Advisors, LLC 0.02% Reduce -1.8% 999 $312K
RB Capital Management, LLC 0.07% Reduce -2.0% 956 $312K
Portfolio Design Labs, LLC 0.06% New 950 $310K
Wealth Alliance, LLC 0.03% Add +40.5% 947 $309K
Werba Rubin Papier Wealth Management 0.04% Add +2.8% 943 $307K
M.E. Allison & Co., Inc. 0.20% Reduce -3.8% 942 $307K
Excalibur Management Corp. 0.11% Add +2.9% 934 $304K
Diligent Investors, LLC 0.08% No change 931 $303K
Samalin Investment Counsel, LLC 0.11% Reduce -1.2% 930 $303K
Verum Partners LLC 0.06% Add +1.1% 930 $303K
44 Wealth Management LLC 0.11% Reduce -9.6% 924 $301K
Kornitzer Capital Management Inc. 0.01% Add +1.0% 924 $301K
BlueChip Wealth Advisors LLC 0.13% No change 921 $300K
Tandem Investment Partners LLC 0.25% Reduce -1.1% 920 $300K
Avise Financial Cooperative, Inc. 0.25% Add +3.0% 920 $300K
Goldstein Advisors, LLC 0.03% Add +3.0% 920 $300K
Asset One Wealth Management LLC 0.03% New 907 $299K
Abacus Wealth Partners, LLC 0.03% Add +2.1% 909 $296K
August Group Capital Ltd 0.34% Add +0.4% 905 $295K
Deseret Mutual Benefit Administrators 0.10% Add +75.2% 904 $295K
Wayfinding Financial, LLC 0.13% Add +2.3% 899 $294K
Harrington Investments, INC 0.15% Reduce -1.9% 901 $294K
Southeast Asset Advisors, LLC 0.03% Add +2.7% 901 $294K
Aua Capital Management, LLC 0.15% No change 900 $293K
Princeton Capital Management LLC 0.08% No change 900 $293K
Regent Peak Wealth Advisors LLC 0.06% Add +2.4% 897 $292K
Hazlett, Burt & Watson, Inc. 0.09% No change 898 $292K
Echo45 Advisors LLC 0.16% Add +0.1% 895 $292K
Basecamp Wealth Advisors LLC 0.06% Reduce -3.1% 895 $292K
Family Wealth Partners, LLC 0.10% Reduce -0.6% 893 $291K
Signature Equity Partners, LLC 0.16% Add +49.7% 892 $291K
Triangle Securities Wealth Management 0.07% No change 892 $291K
Pacifica Partners Inc. 0.10% No change 890 $290K
Northeast Planning Associates, Inc. / NH / 0.19% No change 889 $290K
Bedel Financial Consulting, Inc. 0.03% No change 888 $289K
Genesis Private Wealth, LLC 0.09% Reduce -2.5% 886 $289K
Bragg Financial Advisors, Inc 0.01% Add +2.2% 886 $289K
Private Wealth Asset Management, LLC 0.03% Add +1.7% 883 $288K
Cullinan Associates Inc. 0.02% No change 882 $287K
Sound Financial Strategies Group, LLC 0.20% Reduce -60.3% 880 $287K
Beck Mack & Oliver LLC 0.01% No change 878 $286K
New England Professional Planning Group Inc. 0.12% No change 877 $286K
Ancora Advisors LLC 0.01% Add +1.1% 877 $286K
Altfest L J & Co. Inc. 0.03% Reduce -82.4% 876 $286K
Requisite Capital Management, LLC 0.05% New 870 $284K
Spartan Wealth Advisory Services LLC 0.02% — 870 $284K
Abel Hall, LLC 0.06% No change 870 $284K
Founders Financial Securities LLC 0.02% Reduce -29.1% 847 $282K
Fragasso Financial Advisors Inc 0.02% New 861 $281K
Aviance Capital Partners, LLC 0.03% New 862 $281K
Calydon Capital 0.05% No change 860 $280K
Box Hill Private Wealth LLC 0.28% Add +0.3% 859 $280K
Capital Investment Management, Inc. 0.10% Reduce -6.1% 857 $279K
Revolve Wealth Partners, LLC 0.04% Add +0.3% 856 $279K
Center for Wealth Management Advisory 0.20% Reduce -85.1% 856 $279K
Global Assets Advisory, LLC 0.08% Add +3.6% 855 $279K
Traynor Capital Management, Inc. 0.02% Add +2.5% 856 $279K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.7% 853 $278K
Y-Intercept (Hong Kong) Ltd 0.01% New 853 $278K
Moody National Bank Trust Division 0.03% No change 850 $277K
Avantax Planning Partners, Inc. 0.01% Add +5.5% 850 $277K
Symmetry Partners, LLC 0.02% Add +1.9% 849 $277K
Renaissance Group LLC 0.01% Reduce -24.0% 848 $276K
Crown Wealth Group, LLC 0.08% Add +4.7% 846 $276K
Financial Management Professionals, Inc. 0.03% Reduce -1.1% 842 $275K
D'Orazio & Associates, Inc. 0.04% Add +0.1% 843 $275K
Walsky Investment Management, Inc. 0.28% No change 842 $274K
WT Wealth Management 0.08% No change 842 $274K
Integrity Advisory Solutions, LLC 0.04% Add +24.2% 841 $274K
Fairfield, Bush & Co. 0.15% No change 840 $274K
Signet Financial Management, LLC 0.03% Add +3.5% 836 $273K
Balboa Wealth Partners 0.05% Add +0.1% 834 $272K
Barry Investment Advisors, LLC 0.06% Add +1.1% 830 $271K
Fiduciary Alliance LLC 0.02% Add +0.7% 828 $271K
Financial Solutions Advisory Group, Inc. 0.04% — 831 $271K
Aviso Financial Inc. 0.01% Add +3.5% 831 $271K
Jacobsen Capital Management 0.09% No change 829 $270K
Balentine LLC 0.01% Add +8.8% 828 $270K
Aspiriant, LLC 0.01% Reduce -26.4% 827 $270K
Salzhauer Michael 0.13% No change 824 $269K
Rodgers Brothers Inc. 0.03% No change 823 $268K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 822 $268K
Rinkey Investments 0.07% Reduce -5.7% 821 $268K
Fiduciary Financial Group, LLC 0.04% Add +1.5% 820 $267K
Marble Wealth, LLC 0.05% Reduce -41.7% 819 $267K
Gould Asset Management LLC 0.05% Add +3.8% 818 $267K
Advus Financial Partners, LLC 0.07% Reduce -1.2% 816 $266K
Sovereign Investment Advisors, LLC 0.06% New 807 $263K
Trilogy Capital Inc. 0.01% Reduce -0.6% 807 $263K
Victory Financial Group, LLC 0.03% New 806 $263K
First Foundation Advisors 0.01% Reduce -2.9% 805 $262K
BankPlus Trust Department 0.07% No change 803 $262K
Rainey & Randall Wealth Advisors Inc. 0.04% No change 800 $262K
Mendel Money Management 0.11% No change 802 $261K
Clark Estates Inc. 0.06% No change 800 $261K
Atticus Wealth Management, LLC 0.07% Reduce -8.9% 798 $260K
Leuthold Group, LLC 0.03% Reduce -2.9% 796 $259K
Thrive Wealth Management, LLC 0.04% Add +0.5% 794 $259K
Poehling Capital Management, INC. 0.05% Reduce -0.3% 792 $258K
Bill Few Associates, Inc. 0.06% No change 791 $258K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +2.2% 788 $257K
Patton Fund Management, Inc. 0.04% No change 788 $257K
Heritage Wealth Advisors 0.01% No change 786 $256K
Seed Wealth Management, Inc. 0.18% Reduce -1.3% 785 $256K
Stokes Family Office, LLC 0.03% Reduce -14.0% 783 $255K
AGH Wealth Advisors, LLC 0.19% Add +9.1% 781 $255K
Iron Gate Global Advisors LLC 0.03% Reduce -1.1% 781 $255K
True Wealth Design, LLC 0.07% Add +5.5% 780 $254K
Nicholas Wealth, LLC. 0.18% Reduce -83.4% 779 $254K
Sawgrass Asset Management LLC 0.04% Add +6.2% 776 $253K
Wedge Capital Management L L P 0.00% Add +10.9% 776 $253K
Sompo Asset Management Co., Ltd. 0.05% New 770 $251K
Leelyn Smith, LLC 0.04% No change 770 $251K
James J. Burns & Company, LLC 0.03% No change 769 $250K
Omnia Family Wealth, LLC 0.08% Reduce -22.1% 765 $250K
Two Sigma Securities, LLC 0.03% Reduce -85.7% 767 $250K
Tradewinds, LLC. 0.08% Add +10.7% 766 $250K
Charter Research & Investment Group, Inc. 0.17% No change 765 $249K
Clear Creek Financial Management, LLC 0.02% New 763 $249K
New Perspectives, Inc 0.09% No change 762 $248K
Van Diest Capital, LLC 0.20% Reduce -26.0% 762 $248K
Dover Advisors, LLC 0.10% Reduce -16.5% 759 $248K
Alexander Labrunerie & Co., Inc. 0.09% No change 761 $248K
Medallion Wealth Advisors, LLC 0.08% No change 760 $248K
DV Trading LLC 0.02% Add +40.0% 760 $248K
LifeGoal Investments, LLC 0.14% New 756 $247K
Matauro, LLC 0.04% New 758 $247K
GW&K Investment Management, LLC 0.00% Reduce -0.4% 757 $247K
Weatherly Asset Management L. P. 0.02% No change 754 $246K
Challenger Wealth Management 0.20% Reduce -8.1% 756 $246K
Drucker Wealth 3.0, LLC 0.04% Add +1.1% 755 $246K
Syverson Strege & Co 0.06% Reduce -2.6% 754 $246K
Nadler Financial Group, Inc. 0.02% No change 754 $246K
Avalon Trust Co 0.02% Add +74.3% 753 $245K
Intrua Financial, LLC 0.03% Reduce -2.5% 752 $245K
Evergreen Wealth Management, LLC 0.13% Add +7.3% 749 $244K
Cura Wealth Advisors, LLC 0.11% No change 748 $244K
Woodline Partners LP 0.00% Reduce -99.8% 743 $242K
Godshalk Welsh Capital Management, Inc. 0.14% No change 740 $241K
Kavar Capital Partners Group, LLC 0.03% No change 740 $241K
Midland Wealth Advisors, LLC 0.01% Add +3.4% 735 $240K
Raab & Moskowitz Asset Management LLC 0.05% No change 734 $239K
Salem Investment Counselors Inc. 0.01% Add +1.0% 731 $239K
Meramec Financial Planners, LLC 0.09% No change 724 $239K
Hamilton Capital, LLC 0.01% Add +10.4% 732 $238K
Mechanics Bank Trust Department 0.03% New 730 $238K
Howard Financial Services, LTD. 0.03% New 729 $238K
Washington Capital Management, Inc. 0.20% No change 728 $237K
CoreCap Advisors, LLC 0.01% Add +0.8% 727 $237K
Clifford Group, LLC 0.18% Add +12.8% 725 $236K
Enhancing Capital LLC 0.17% No change 722 $235K
Dodge & Cox 0.00% No change 722 $235K
Hoxton Planning & Management, LLC 0.07% Reduce -3.4% 721 $235K
Delos Wealth Advisors, LLC 0.13% New 720 $235K
Gerber Kawasaki Wealth & Investment Management 0.01% New 716 $234K
Provenance Wealth Advisors, LLC 0.02% Reduce -5.3% 716 $233K
Chancellor Financial Group WB LP 0.17% Add +1.4% 715 $233K
Tiemann Investment Advisors, LLC 0.09% No change 715 $233K
United Community Bank 0.08% Reduce -7.4% 715 $233K
Mosaic Financial Group, LLC 0.17% Add +0.4% 715 $233K
Ewa, LLC 0.05% Add +2.3% 714 $233K
Snowwater Investment Partners, LLC 0.22% No change 711 $232K
New Republic Capital, LLC 0.08% Reduce -44.5% 708 $231K
Perryman Financial Advisory Inc. 0.03% No change 709 $231K
US Asset Management LLC 0.20% Reduce -2.3% 708 $231K
Maia Wealth LLC 0.04% Add +0.4% 704 $230K
Retirement Planning Group, LLC 0.01% Reduce -0.8% 703 $229K
Accurate Wealth Management, LLC 0.03% Add +4.8% 698 $229K
Phoenix Financial Ltd. 0.00% Add +2.2% 700 $228K
McDonald Partners LLC 0.05% Reduce -38.4% 695 $227K
HBE Wealth Management, LLC 0.20% No change 694 $226K
Sageworth Trust Co 0.01% New 694 $226K
Canvas Wealth Advisors, LLC 0.04% Add +2.1% 691 $226K
Pacific Excel Wealth Advisors, Inc. 0.24% New 692 $226K
Pavion Blue Capital, LLC 0.10% No change 691 $225K
Xcelsior Advisor Partners LLC 0.09% No change 685 $223K
Seven Mile Advisory 0.16% Reduce -25.5% 685 $223K
Barlow Wealth Partners, LLC 0.02% No change 673 $223K
55 North Private Wealth, LLC 0.06% Reduce -0.3% 683 $223K
RDA Financial Network 0.06% Reduce -1.2% 683 $223K
Kestra Investment Management, LLC 0.00% New 678 $221K
Cooper Financial Group 0.02% New 676 $220K
Henrickson Nauta Wealth Advisors, Inc. 0.06% Reduce -32.6% 674 $220K
Baker Tilly Wealth Management, LLC 0.05% Reduce -0.1% 675 $220K
Royal Capital Wealth Management, LLC 0.14% No change 675 $220K
Game Plan Financial Advisors, LLC 0.10% New 674 $220K
Smith Shellnut Wilson LLC 0.10% No change 673 $219K
Clark Asset Management, LLC 0.02% New 673 $219K
Bahl & Gaynor LLC 0.00% New 671 $219K
Ervin Investment Management, LLC 0.13% New 670 $218K
McGowan Group Asset Management, Inc. 0.03% No change 670 $218K
Bey-Douglas LLC 0.19% New 669 $218K
Quadrant Private Wealth Management, LLC 0.03% New 666 $218K
Delta Asset Management LLC 0.02% No change 667 $217K
Cogent Strategic Wealth LLC 0.22% Reduce -0.3% 666 $217K
Davidson Investment Advisors 0.01% New 665 $217K
Brookwood Investment Group LLC 0.03% Reduce -62.9% 664 $216K
Meridian Financial Advisors, LLC 0.12% No change 661 $215K
Charter Oak Capital Management, LLC 0.02% No change 659 $215K
Rockline Wealth Management, LLC 0.05% No change 657 $214K
Clear Retirement Advice LLC 0.17% No change 656 $214K
Reflection Asset Management 0.13% Add +69.3% 655 $213K
Beto Financial Group, LLC 0.12% Add +0.8% 664 $213K
Kelman-Lazarov, Inc. 0.03% New 653 $213K
Bigelow Investment Advisors, LLC 0.08% No change 650 $212K
NTV Asset Management LLC 0.02% No change 650 $212K
Trust Co 0.02% No change 649 $212K
Five Oceans Advisors 0.08% Add +0.1% 648 $211K
Sage Rhino Capital LLC 0.04% No change 648 $211K
HighRoad Wealth Advisors, LLC 0.21% New 647 $211K
Schulhoff & Co. Inc. 0.09% No change 647 $211K
Intergy Private Wealth, LLC 0.06% Reduce -7.6% 646 $211K
Circle Wealth Management, LLC 0.00% No change 645 $210K
Narus Financial Partners, LLC 0.06% New 645 $210K
Tactive Advisors, LLC 0.06% Reduce -6.3% 645 $210K
Montz Harcus Wealth Management LLC 0.08% Add +0.3% 644 $210K
Elyxium Wealth, LLC 0.07% Add +4.2% 640 $209K
Granite Harbor Advisors, Inc. 0.09% New 640 $209K
Ifrah Financial Services, Inc. 0.06% Reduce -3.2% 640 $209K
FORA Capital, LLC 0.02% Reduce -89.8% 640 $209K
Pines Wealth Management, LLC 0.07% New 638 $208K
Tradition Wealth Management, LLC 0.01% New 638 $208K
Wendell David Associates Inc. 0.02% New 634 $207K
Warren Street Wealth Advisors, LLC 0.05% New 634 $207K
Leisure Capital Management 0.07% New 633 $206K
Gilman Hill Asset Management, LLC 0.03% New 633 $206K
Vancity Investment Management Ltd 0.03% New 632 $206K
Marino, Stram & Associates LLC 0.04% New 631 $206K
Allen Capital Group, LLC 0.02% New 631 $206K
Ponta Wealth Partners, LLC 0.17% New 630 $205K
Legacy Financial Group LLC 0.03% New 630 $205K
Oak Harvest Investment Services 0.02% Reduce -48.5% 626 $204K
SteelPeak Wealth, LLC 0.01% Reduce -26.9% 622 $203K
Perennial Investment Advisors, LLC 0.02% New 624 $203K
Alteri Wealth LLC 0.07% New 623 $203K
Teza Capital Management LLC 0.74% New 619 $202K
Clarity Financial LLC 0.02% New 618 $201K
Mosaic Family Wealth Partners, LLC 0.02% New 618 $201K
HFG Advisors, Inc. 0.14% New 617 $201K
StoneX Group Inc. 0.01% Reduce -26.5% 614 $201K
First Business Financial Services, Inc. 0.02% New 614 $200K
American National Bank & Trust 0.02% Reduce -3.8% 603 $197K
CoreFirst Bank & Trust 0.10% No change 599 $195K
Colonial Trust Co / SC 0.03% Reduce -1.2% 599 $195K
Aventura Private Wealth, LLC 0.07% No change 588 $192K
Rexford Capital Inc. 0.14% No change 583 $190K
Fortitude Family Office, LLC 0.04% Add +7.5% 575 $187K
Ameriflex Group, Inc. 0.09% Add +41.8% 567 $185K
Bayban 0.15% Add +7.1% 544 $177K
Rossby Financial, LCC 0.04% Add +97.8% 538 $176K
Paladin Partners, LLC 0.13% No change 540 $176K
Brown, Lisle/Cummings, Inc. 0.04% Add +12.3% 528 $172K
Bruce G. Allen Investments, LLC 0.11% Reduce -2.4% 524 $171K
Salomon & Ludwin, LLC 0.02% Add +2.4% 517 $170K
Pinnacle Bancorp, Inc. 0.05% No change 509 $166K
Roehl & Yi Investment Advisors, LLC 0.06% Reduce -1.0% 10,580 $163K
Golden State Wealth Management, LLC 0.02% Reduce -1.8% 496 $162K
Dakota Community Bank & Trust NA 0.54% Reduce -6.6% 492 $160K
Fideuram Asset Management (Ireland) dac 0.02% Reduce -86.0% 469 $153K
2UniFi Bank 0.07% No change 466 $152K
Blue Bell Private Wealth Management, LLC 0.02% No change 463 $151K
SBI Securities Co., Ltd. 0.00% Add +0.4% 459 $150K
Bravera Wealth 0.07% No change 456 $149K
Intentional Wealth Strategies, LLC 0.13% — 440 $143K
1015 Capital Partners, LLC 0.14% Add +0.9% 436 $142K
Southern Michigan Bank & Trust 0.05% — 433 $141K
JFS Wealth Advisors, LLC 0.01% Reduce -3.2% 425 $139K
General Partner, Inc. 0.08% No change 425 $139K
Mowery & Schoenfeld Wealth Management, LLC 0.21% Reduce -24.1% 418 $136K
Owl Creek Wealth Partners LLC 0.05% — 416 $136K
Physician Wealth Advisors, Inc. 0.02% Add +10.7% 414 $135K
Birchbrook, Inc. 0.07% No change 413 $135K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Reduce -5.8% 405 $132K
Prosperity Bancshares Inc 0.11% Add +76.4% 404 $132K
Gilpin Wealth Management, LLC 0.10% No change 400 $130K
Strategic Investment Solutions, Inc. 0.03% No change 400 $130K
Arcadia Investment Management Corp. 0.02% No change 400 $130K
Proathlete Wealth Management LLC 0.04% No change 399 $130K
Activest Wealth Management 0.02% Add +1.3% 391 $128K
Measured Wealth Private Client Group, LLC 0.03% Add +5.5% 383 $125K
First Financial Corp. 0.05% Reduce -1.6% 378 $123K
Mark Sheptoff Financial Planning, LLC 0.06% No change 361 $116K
Bfsg, LLC 0.01% Add +5.4% 353 $115K
Hilltop National Bank 0.03% New 338 $110K
Union Savings Bank 0.05% No change 336 $110K
Twin Peaks Wealth Advisors, LLC 0.03% New 333 $109K
Rosenberg Matthew Hamilton 0.02% No change 331 $108K
Thompson Investment Management, Inc. 0.01% No change 330 $108K
Bell Investment Advisors, Inc 0.02% Add +1.6% 328 $107K
Wall Street Financial Group, Inc. 0.06% New 320 $104K
Indiana Trust & Investment Management Co 0.03% No change 313 $102K
North Star Investment Management Corp. 0.01% Add +0.3% 312 $102K
WPG Advisers, LLC 0.07% Reduce -4.9% 311 $101K
Wealth Preservation Advisors, LLC 0.08% Reduce -10.4% 301 $98K
Reyes Financial Architecture, Inc. 0.08% Reduce -25.0% 300 $98K
Crews Bank & Trust 0.01% No change 298 $97K
Westside Investment Management, Inc. 0.01% No change 285 $94K
Horizons Wealth Management 0.06% No change 282 $92K
Sound Income Strategies, LLC 0.00% Add +2.6% 279 $91K
Axiom Investment Management LLC 0.07% — 280 $91K
Mb, Levis & Associates, LLC 0.04% No change 277 $90K
Anchor Investment Management, LLC 0.01% Reduce -14.9% 275 $90K
First Command Advisory Services, Inc. 0.00% Reduce -62.0% 270 $88K
Tiaa Trust, National Association 0.01% Reduce -97.9% 261 $85K
Granite FO LLC 0.05% No change 260 $85K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.4% 259 $84K
Palladiem, LLC 0.08% Add +0.8% 252 $84K
TrustBank 0.03% No change 255 $83K
Keating Financial Advisory Services, Inc. 0.01% Reduce -27.4% 244 $80K
OAKMONT Corp 0.01% No change 240 $78K
Purpose Unlimited Inc. 0.00% Reduce -8.2% 234 $76K
Wellington-Altus USA Inc. 0.04% New 223 $76K
Pension & Wealth Management Advisors, Inc. 0.02% No change 231 $76K
Millstone Evans Group, LLC 0.04% No change 227 $74K
Torren Management, LLC 0.04% Reduce -57.7% 222 $72K
Destiny Wealth Partners, LLC 0.01% New 221 $72K
Front Row Advisors LLC 0.02% No change 220 $72K
USA Financial Formulas 0.01% Reduce -40.7% 217 $71K
Opal Wealth Advisors, LLC 0.02% New 215 $70K
Caldwell Sutter Capital, Inc. 0.03% No change 213 $69K
Park Place Capital Corp 0.01% Reduce -1.8% 213 $69K
Hurley Capital, LLC 0.04% New 205 $67K
Old Second National Bank of Aurora 0.01% No change 201 $66K
Olistico Wealth, LLC 0.03% No change 200 $65K
Boyd Watterson Asset Management LLC 0.02% No change 200 $65K
Capital Advisors, Ltd. LLC 0.01% Add +51.5% 200 $65K
Main Street Group, LTD 0.02% New 197 $64K
JPL Wealth Management, LLC 0.01% New 195 $64K
Caldwell Trust Co 0.01% No change 194 $63K
Cornerstone Planning Group LLC 0.01% Add +65.3% 195 $63K
Tompkins Financial Corp. 0.00% Reduce -2.6% 189 $62K
Clean Yield Group 0.02% No change 187 $61K
HHM Wealth Advisors, LLC 0.01% Add +9.6% 183 $59K
Quarry LP 0.01% Add +592.3% 180 $59K
ESL Trust Services, LLC 0.01% No change 180 $59K
Cassaday & Co Wealth Management LLC 0.00% New 177 $58K
Imprint Wealth LLC 0.26% No change 176 $57K
Sachetta, LLC 0.03% Add +3.6% 174 $57K
Lodestone Wealth Management LLC 0.02% No change 172 $56K
Truvestments Capital LLC 0.01% Reduce -2.3% 171 $56K
Marquette Asset Management, LLC 0.01% Add +22.3% 170 $55K
TFC Financial Management, Inc. 0.01% Reduce -7.1% 170 $55K
Covestor Ltd 0.04% Reduce -68.4% 168 $55K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 168 $55K
Elevation Wealth Partners, LLC 0.02% No change 168 $55K
Scarborough Advisors, LLC 0.01% No change 167 $54K
Bogart Wealth, LLC 0.00% Add +11.5% 165 $54K
Albion Financial Group 0.00% Reduce -8.4% 164 $53K
Ogorek Anthony Joseph /NY/ 0.01% No change 164 $53K
Hollencrest Capital Management 0.00% Add +211.5% 162 $53K
SHP Wealth Management 0.00% Add +185.7% 160 $52K
Financial Life Planners 0.04% New 158 $51K
Key Financial Inc 0.01% No change 151 $49K
Smallwood Wealth Investment Management, LLC 0.03% No change 150 $49K
City Holding Co. 0.01% Reduce -11.2% 150 $49K
Addison Advisors LLC 0.01% No change 145 $47K
Access Investment Management LLC 0.01% No change 142 $46K
Investors Research Corp 0.01% Reduce -52.2% 142 $46K
Sarver Vrooman Wealth Advisors 0.03% Add +10.2% 140 $46K
Gables Capital Management Inc. 0.02% No change 140 $46K
Kemnay Advisory Services Inc. 0.01% Reduce -33.3% 140 $46K
First United Bank & Trust 0.01% No change 139 $45K
1248 Management, LLC 0.02% No change 137 $45K
Tradewinds Capital Management, LLC 0.01% No change 135 $44K
JNBA Financial Advisors 0.00% Reduce -22.5% 131 $43K
Atwood & Palmer Inc. 0.00% No change 130 $42K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 129 $42K
GoalVest Advisory LLC 0.01% No change 129 $42K
Archer Investment Corp 0.01% Add +0.8% 127 $41K
Kimelman & Baird, LLC 0.00% No change 125 $41K
Atlantic Private Wealth, LLC 0.03% Reduce -1.6% 125 $41K
Bank & Trust Co 0.03% No change 124 $40K
IMA Advisory Services, Inc. 0.00% Reduce -0.8% 122 $40K
Creative Financial Designs Inc. 0.00% Reduce -9.8% 120 $39K
Loomis Sayles & Co. L P 0.00% Reduce -28.1% 120 $39K
Avion Wealth 0.01% Add +10.1% 120 $39K
Hickory Point Bank & Trust 0.02% New 115 $37K
EFG International AG 0.00% Reduce -97.0% 115 $37K
Kilter Group LLC 0.02% Add +44.3% 114 $37K
Cherry Tree Wealth Management, LLC 0.01% No change 112 $37K
SOA Wealth Advisors, LLC. 0.01% No change 112 $37K
Financial Perspectives, Inc 0.01% No change 109 $36K
Valued Wealth Advisors LLC 0.01% Add +3.9% 108 $35K
Navera Investment Management Ltd. 0.00% No change 108 $35K
N.E.W. Advisory Services LLC 0.00% Reduce -49.8% 108 $35K
Glen Eagle Advisors, LLC 0.00% No change 104 $34K
Ares Financial Consulting, LLC 0.03% No change 104 $34K
Vision Retirement, LLC 0.01% Add +4.0% 104 $34K
KERR FINANCIAL PLANNING Corp 0.02% Reduce -1.9% 103 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $33K
Kozak & Associates, Inc. 0.01% No change 100 $33K
True Link Financial Advisors, LLC 0.00% New 101 $33K
Philadelphia Investment Partners, LLC 0.02% — 100 $33K
Financial Network Wealth Advisors LLC 0.03% Add +32.4% 98 $32K
Joseph Group Capital Management 0.01% Add +113.0% 98 $32K
Protective Life Corp. 0.11% New 97 $32K
Plante Moran Financial Advisors, LLC 0.00% Add +26.0% 97 $32K
Arlington Trust Co LLC 0.00% New 96 $31K
Nova Wealth Management, Inc. 0.02% Add +9.2% 95 $31K
Centennial Bank 0.01% No change 92 $30K
Wellington Grp LLC 0.01% Reduce -31.9% 92 $30K
Cedar Mountain Advisors, LLC 0.01% Reduce -1.1% 91 $30K
Merkkuri Wealth Advisors LLC 0.02% New 88 $29K
Financial Consulate, Inc. 0.00% Add +16.4% 85 $28K
PlanVest Financial, Inc 0.02% — 84 $27K
Crewe Advisors LLC 0.00% Reduce -9.9% 82 $27K
Frazier Financial Advisors, LLC 0.01% Add +86.4% 82 $27K
Greykasell Wealth Strategies, Inc. 0.01% Add +86.0% 80 $26K
Bullock Wealth Management Group 0.01% No change 79 $26K
Bangor Savings Bank 0.00% No change 77 $25K
QVR LLC 0.01% Reduce -96.0% 76 $25K
Canton Hathaway, LLC 0.01% No change 76 $25K
Darwin Wealth Management, LLC 0.01% No change 76 $25K
Parvin Asset Management, LLC 0.02% No change 75 $24K
Entrust Financial LLC 0.02% Reduce -5.1% 74 $24K
TOWER TRUST & INVESTMENT Co 0.02% No change 72 $23K
Whipplewood Advisors, LLC 0.01% Add +1066.7% 70 $23K
Wilkerson Advisory Group LLC 0.01% Add +75.0% 70 $23K
Murphy & Mullick Capital Management Corp 0.02% No change 68 $22K
Global Trust Asset Management, LLC 0.01% No change 68 $22K
Harbor Capital Advisors, Inc. 0.00% Reduce -20.7% 69 $22K
Barnes Dennig Private Wealth Management LLC 0.02% No change 67 $22K
Clayton Financial Group LLC 0.01% No change 65 $21K
Toth Financial Advisory Corp. 0.00% No change 65 $21K
Tsfg, LLC 0.00% No change 65 $21K
Park Square Financial Group, LLC 0.16% Reduce -60.1% 63 $21K
Raffa Wealth Management, LLC 0.00% Add +3.3% 62 $20K
Tripletail Wealth Management, LLC 0.03% Reduce -62.5% 60 $20K
Community Financial Services Group, LLC 0.00% New 60 $20K
Summit Securities Group LLC 0.01% Reduce -91.9% 60 $20K
IMG Wealth Management, Inc. 0.01% Reduce -11.9% 59 $19K
Burk Holdings LLC 0.01% New 59 $19K
West Branch Capital LLC 0.01% No change 58 $19K
Cornerstone Financial Management LLC 0.02% Add +11.8% 57 $19K
Bare Financial Services, Inc 0.00% Add +16.7% 56 $18K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 56 $18K
Essential Investment Partners LLC 0.02% No change 56 $18K
Navigoe, LLC 0.01% No change 57 $18K
BOK Financial Private Wealth, Inc. 0.00% Reduce -1.9% 53 $17K
High Note Wealth, LLC 0.00% Add +6.0% 53 $17K
Ankerstar Wealth, LLC 0.02% No change 50 $16K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 50 $16K
Maseco LLP 0.00% Reduce -76.3% 50 $16K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +1533.3% 49 $16K
Copia Wealth Management 0.01% No change 45 $15K
Napier Financial, LLC 0.00% New 44 $14K
Colonial Trust Advisors 0.00% Add +131.6% 44 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 43 $14K
Dunhill Financial, LLC 0.00% Add +5.3% 40 $13K
Bay Harbor Wealth Management, LLC 0.00% Add +39.3% 39 $13K
Red Tortoise LLC 0.01% No change 39 $13K
Curio Wealth, LLC 0.00% Add +5.4% 39 $13K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -7.3% 38 $12K
Private Wealth Management Group, LLC 0.00% Add +23.3% 37 $12K
Legacy Wealth Managment, LLC 0.01% Add +200.0% 36 $12K
Aspect Partners, LLC 0.00% Add +9.1% 36 $12K
Dogwood Wealth Management LLC 0.01% Add +59.1% 35 $11K
DT Investment Partners, LLC 0.00% No change 35 $11K
Holos Integrated Wealth LLC 0.01% No change 34 $11K
Marshall Investment Management, LLC 0.01% New 34 $11K
Mascoma Wealth Management LLC 0.00% No change 34 $11K
Ulland Investment Advisors, LLC 0.01% No change 35 $11K
Synergy Investment Management, LLC 0.00% New 32 $10K
Cranbrook Wealth Management, LLC 0.00% No change 32 $10K
Walleye Capital LLC 0.00% Reduce -99.3% 32 $10K
Penserra Capital Management LLC 0.00% No change 33 $10K
Clark Wealth Partners 0.01% Add +57.9% 30 $10K
Principia Wealth Advisory, LLC 0.01% Add +30.4% 30 $10K
Noble Wealth Management PBC 0.01% No change 30 $10K
Hughes Financial Services, LLC 0.00% Reduce -3.2% 30 $10K
Seneschal Advisors, LLC 0.01% No change 29 $9K
Highline Wealth Partners LLC 0.00% Add +38.1% 29 $9K
Silicon Valley Capital Partners 0.00% No change 29 $9K
Coston, McIsaac & Partners 0.00% No change 30 $9K
Boreal Capital Management LLC 0.01% No change 27 $9K
Vermillion Wealth Management, Inc. 0.00% New 26 $8K
HFM Investment Advisors, LLC 0.00% No change 26 $8K
First PREMIER Bank 0.00% No change 25 $8K
Triumph Capital Management 0.00% Add +21.1% 23 $8K
Rialto Wealth Management, LLC 0.00% Add +27.8% 23 $7K
Networth Advisors, LLC 0.01% Add +360.0% 23 $7K
Westend Capital Management, LLC 0.00% No change 23 $7K
Monetary Solutions, Ltd 0.01% No change 22 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 20 $7K
First Pacific Financial 0.00% No change 21 $7K
1620 Investment Advisors, Inc. 0.00% No change 21 $7K
Carolina Wealth Advisors, LLC 0.00% New 21 $7K
MPWM Advisory Solutions, LLC 0.00% No change 20 $7K
Riverview Trust Co 0.01% No change 19 $6K
Lloyd Advisory Services, LLC. 0.00% New 19 $6K
Kingdom Financial Group LLC. 0.00% No change 19 $6K
Evolution Wealth Management Inc. 0.00% No change 18 $6K
Ballast Advisors LLC 0.00% New 17 $6K
Elevated Capital Advisors, LLC 0.00% No change 17 $6K
William B. Walkup & Associates, Inc. 0.00% No change 17 $5K
Raleigh Capital Management Inc. 0.00% New 16 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 15 $5K
Fairscale Capital, LLC 0.00% No change 14 $5K
Nvwm, LLC 0.00% No change 14 $5K
Intesa Sanpaolo S.p.A. 0.00% Reduce -98.0% 14 $5K
Vanguard Advisers Inc. 0.00% — 14 $5K
Burkett Financial Services, LLC 0.00% No change 12 $4K
RMG Wealth Management LLC 0.00% No change 12 $4K
PayPay Securities Corp 0.13% Reduce -35.3% 11 $4K
Portus Wealth Advisors, LLC 0.00% New 11 $4K
Adirondack Trust Co. 0.00% Reduce -21.4% 11 $4K
American Capital Advisory, LLC 0.00% No change 10 $3K
Chesapeake Asset Management LLC 0.00% No change 10 $3K
Bullseye Investment Management, LLC 0.00% No change 10 $3K
Raelipskie Partnership 0.00% No change 10 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -89.0% 9 $3K
MTM Investment Management, LLC 0.00% No change 8 $3K
Global Wealth Strategies & Associates 0.00% No change 7 $2K
Silver Grove Financial Group, Inc. 0.00% New 7 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 7 $2K
WealthCollab, LLC 0.00% No change 7 $2K
TD Capital Management LLC 0.00% Add +0.0% 6 $2K
Godfrey Financial Associates, Inc. 0.00% No change 6 $2K
North Ridge Wealth Advisors, Inc. 0.00% No change 6 $2K
Washington Trust Advisors, Inc. 0.00% New 6 $2K
Longview Financial Advisors, Inc. 0.00% New 5 $2K
Davis Capital Management 0.00% No change 5 $2K
S&T Bank 0.00% No change 5 $2K
MBM Wealth Consultants, LLC 0.00% New 5 $2K
Basepoint Wealth LLC 0.00% No change 4 $1K
Benson Wealth Management INC 0.00% New 4 $1K
Key Capital Management, INC 0.00% New 4 $1K
Breakwater Investment Management 0.00% Reduce -71.4% 4 $1K
TopTier Wealth Management, LLC 0.00% New 3 $978
DecisionPoint Financial, LLC 0.00% No change 3 $978
Redwood Park Advisors LLC 0.00% Reduce -50.0% 2 $652
Tidemark, LLC 0.00% New 2 $652
Nvest Wealth Strategies, Inc. 0.00% New 1 $326
DHJJ Financial Advisors, Ltd. 0.00% Reduce -93.8% 1 $326
Parallax Volatility Advisers, L.P. 0.00% New 1 $326
Y.D. More Investments Ltd 0.00% Reduce -12.1% 232 $239

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