ChubbCB

13F holders, Q2 2026 (June 30)
2,165holders +46
155new positions
94sold out
14famous investors
$340.72avg. 13F price*

At the end of Q2 2026, 2,165 institutions reported holding Chubb Ltd. (CB) in their 13F filings, up 46 from Q1 2026. 155 opened new positions and 94 sold out. The largest holders were Berkshire Hathaway ($11.7B), BlackRock, Inc. ($9.9B) and Vanguard Capital Management LLC ($7.9B). 14 famous investors held it, including Warren Buffett (3.9% of Berkshire Hathaway's portfolio), Cliff Asness (0.5% of AQR Capital Management's portfolio) and Andreas Halvorsen (0.4% of Viking Global Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions155$253.9M
Exits94$96.4M

All 13F filers, Q1 2026 → Q2 2026: 12,948,074 shares bought and 18,016,020 shares sold, net −5,067,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,165 holders

Berkshire Hathaway 3.90% No change 34,249,183 $11.7B
BlackRock, Inc. 0.15% Add +4.3% 29,093,549 $9.9B
Vanguard Capital Management LLC 0.17% Reduce -0.3% 23,177,820 $7.9B
State Street Corp. 0.17% Add +0.1% 16,727,420 $5.7B
T. Rowe Price Associates Inc. 0.52% Reduce -2.8% 15,345,301 $5.2B
FMR LLC 0.20% Add +9.4% 13,368,929 $4.6B
GQG Partners LLC 7.91% Add +0.4% 12,473,178 $4.3B
Geode Capital Management, LLC 0.17% Add +0.3% 9,145,154 $3.1B
Vanguard Portfolio Management LLC 0.14% Reduce -0.4% 8,896,501 $3.0B
Wellington Management Group LLP 0.36% Reduce -1.8% 6,195,189 $2.1B
Massachusetts Financial Services Co. 0.64% Reduce -9.6% 5,887,366 $2.0B
Capital World Investors 0.23% Reduce -7.8% 5,584,363 $1.9B
Ameriprise Financial Inc. 0.37% Add +1.0% 5,367,693 $1.8B
Morgan Stanley 0.10% Add +5.2% 5,286,296 $1.8B
Bank of America Corp. 0.10% Reduce -7.6% 4,534,497 $1.5B
JPMorgan Chase & Co. 0.08% Reduce -13.3% 4,176,382 $1.4B
Raymond James Financial Inc. 0.38% Add +0.5% 4,086,308 $1.4B
AQR Capital Management 0.48% Add +4.2% 4,003,312 $1.4B
Wells Fargo & Company 0.23% Reduce -17.4% 3,852,983 $1.3B
Capital Research Global Investors 0.17% Reduce -44.1% 3,522,326 $1.2B
Northern Trust Corp. 0.14% Reduce -3.3% 3,460,296 $1.2B
Norges Bank 0.11% — 3,142,168 $1.1B
Bank of New York Mellon Corp 0.17% Reduce -10.6% 3,059,661 $1.0B
Goldman Sachs Group Inc. 0.10% Reduce -2.0% 2,799,543 $953.9M
UBS Group AG 0.15% Reduce -4.0% 2,756,908 $939.4M
Legal & General Group Plc 0.18% Reduce -4.0% 2,475,458 $843.5M
Arrowstreet Capital, Limited Partnership 0.37% Add +88.5% 2,461,009 $838.6M
Royal Bank of Canada 0.14% Add +12.9% 2,359,726 $804.1M
Invesco Ltd. 0.06% Add +1.1% 2,300,534 $783.9M
Charles Schwab Investment Management Inc. 0.10% Add +0.3% 2,295,200 $782.1M
Dimensional Fund Advisors LP 0.14% Add +1.9% 2,194,103 $747.7M
Vanguard Fiduciary Trust Co. 0.15% Reduce -1.2% 2,014,756 $686.5M
Nuveen, LLC 0.15% Add +4.1% 1,841,675 $627.5M
First Trust Advisors LP 0.35% Add +8.5% 1,742,005 $593.6M
Amundi 0.13% Reduce -3.9% 1,540,294 $524.8M
Barclays PLC 0.16% Add +18.0% 1,475,852 $502.9M
Schroder Investment Management Group 0.35% Reduce -13.0% 1,450,778 $498.0M
Principal Financial Group Inc. 0.23% Add +3.5% 1,359,475 $463.2M
Envestnet Asset Management Inc. 0.10% Reduce -0.1% 1,299,490 $442.8M
Capital International Investors 0.08% Reduce -50.0% 1,173,294 $399.8M
Altrinsic Global Advisors LLC 14.49% Reduce -2.1% 1,158,539 $394.8M
Davis Selected Advisers 1.68% Reduce -4.0% 1,148,090 $391.2M
National Pension Service 0.25% Reduce -1.1% 1,148,011 $391.2M
Deutsche Bank AG 0.10% Reduce -18.1% 1,052,541 $358.6M
Fayez Sarofim & Co 0.81% Reduce -5.1% 1,014,340 $345.6M
Swiss National Bank 0.18% Reduce -10.1% 986,151 $336.0M
Mycio Wealth Partners, LLC 62.74% Add +3.6% 985,086 $335.7M
Beutel, Goodman & Co Ltd. 2.40% Reduce -17.3% 957,066 $326.1M
Lazard Asset Management LLC 0.48% Reduce -4.7% 926,591 $315.7M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -6.7% 906,554 $308.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +5.2% 899,069 $306.3M
Boston Partners 0.27% Add +3.5% 890,313 $303.4M
Stifel Financial Corp. 0.25% Add +6.4% 871,924 $297.1M
Natixis Advisors, LLC 0.33% Add +5.7% 866,560 $295.3M
Troy Asset Management Ltd 8.23% Reduce -1.0% 866,176 $295.1M
HSBC Holdings PLC 0.14% Add +21.7% 853,553 $292.0M
PNC Financial Services Group, Inc. 0.14% Reduce -0.3% 846,159 $288.3M
Alphinity Investment Management Pty Ltd 4.65% Add +16.5% 820,062 $279.4M
Vanguard Global Advisers, LLC 0.13% Reduce -1.9% 796,063 $271.3M
London Co. of Virginia 1.44% Reduce -3.0% 739,329 $251.9M
Danske Bank A/S 0.48% Add +1.3% 709,677 $241.8M
Royal London Asset Management Ltd. 0.44% Add +32.0% 705,898 $240.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -79.8% 689,209 $234.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.16% Add +7.0% 681,770 $232.3M
Jones Financial Companies LLLP 0.09% Add +6.1% 676,017 $230.8M
Cullen Capital Management, LLC 2.26% Add +0.1% 674,693 $229.9M
Polar Capital Holdings Plc 0.65% Reduce -9.9% 670,383 $228.4M
American Century Companies Inc. 0.10% Add +638.3% 663,120 $226.0M
Van Lanschot Kempen Investment Management N.V. 1.72% Add +1.3% 660,867 $225.2M
Corient Private Wealth LP 0.31% Reduce -5.7% 646,685 $220.4M
Rhumbline Advisers 0.16% Reduce -3.7% 640,847 $218.4M
SG Americas Securities, LLC 0.13% Add +698.7% 635,600 $216.6M
Manufacturers Life Insurance Company, The 0.17% Add +13.9% 624,385 $212.8M
California Public Employees Retirement System 0.12% Reduce -24.9% 623,664 $212.5M
Voya Investment Management LLC 0.21% Add +24.3% 615,556 $209.7M
Wealth Enhancement Advisory Services, LLC 0.35% Add +86.9% 648,956 $207.0M
Bank of Montreal 0.07% Add +10.2% 595,119 $202.8M
New York State Common Retirement Fund 0.25% Reduce -11.7% 580,530 $197.8M
LPL Financial LLC 0.04% Add +6.2% 576,647 $196.5M
ProShare Advisors LLC 0.28% Reduce -9.6% 564,401 $192.3M
BNP Paribas Financial Markets 0.10% Reduce -5.2% 564,314 $192.3M
Canada Pension Plan Investment Board 0.11% Add +8.2% 564,111 $192.2M
Citigroup Inc. 0.09% Add +2.7% 560,615 $191.0M
US Bancorp \de 0.21% Reduce -1.9% 559,026 $190.5M
DNB Asset Management AS 0.53% Add +3.9% 557,002 $189.8M
Ensign Peak Advisors, Inc 0.31% Add +0.8% 547,593 $186.6M
Jennison Associates LLC 0.11% Add +4.9% 545,906 $186.0M
California State Teachers Retirement System 0.17% Reduce -5.0% 541,815 $184.6M
Clark Capital Management Group, Inc. 0.98% Add +1.0% 526,441 $179.4M
Russell Investments Group, Ltd. 0.15% Add +15.3% 511,273 $174.4M
Davis Asset Management, L.P. 4.27% No change 494,556 $168.5M
Prana Capital Management, LP 5.09% Add +3729.6% 490,074 $167.0M
Woodline Partners LP 0.50% Add +63254.1% 470,721 $160.4M
Confluence Investment Management LLC 2.45% Reduce -4.4% 460,772 $157.0M
Neuberger Berman Group LLC 0.10% Add +58.6% 452,522 $154.2M
Victory Capital Management Inc. 0.09% Add +5.4% 441,566 $150.5M
Adage Capital Partners Gp, L.L.C. 0.21% Reduce -25.9% 441,483 $150.4M
Holocene Advisors, LP 0.34% Reduce -35.4% 435,164 $148.3M
Cerity Partners LLC 0.18% Add +0.5% 425,907 $145.1M
Evercore Wealth Management, LLC 2.01% Reduce -1.1% 416,081 $141.8M
Citadel Advisors 0.08% Add +60.7% 409,669 $139.6M
Franklin Resources Inc. 0.03% Reduce -25.4% 407,803 $139.0M
PFA Pension, Forsikringsaktieselskab 0.35% Add +62.1% 405,315 $138.1M
Vest Financial, LLC 1.45% Reduce -1.1% 404,449 $137.8M
Cannell & Spears LLC 2.48% Reduce -1.5% 404,394 $137.8M
Huntington National Bank 0.89% Reduce -0.3% 402,044 $137.0M
Storebrand Asset Management As 0.34% Reduce -1.7% 399,565 $136.1M
Glenmede Trust Co. NA 0.60% Reduce -1.6% 396,370 $135.1M
Caisse de depot et placement du Quebec 0.19% Add +25.0% 385,851 $131.5M
Alliancebernstein L.P. 0.04% Reduce -3.3% 402,639 $131.2M
Welch & Forbes LLC 1.59% Reduce -0.5% 384,803 $131.1M
Viking Global Investors 0.37% Reduce -70.9% 377,312 $128.6M
Todd Asset Management LLC 2.24% Add +18.9% 370,586 $126.3M
Evelyn Partners Group Ltd 2.17% — 366,014 $124.7M
Barrow Hanley Mewhinney & Strauss LLC 0.37% Reduce -7.4% 359,960 $122.7M
Allianz Asset Management GmbH 0.11% Add +45.6% 359,229 $122.4M
CANADA LIFE ASSURANCE Co 0.19% Add +3.1% 348,994 $118.7M
Korea Investment CORP 0.23% Reduce -4.5% 348,137 $118.6M
Lord, Abbett & Co. LLC 0.35% Reduce -12.5% 345,278 $117.7M
Cooke & Bieler LP 1.36% Reduce -1.7% 343,888 $117.2M
Sei Investments Co. 0.10% Reduce -32.1% 342,801 $116.8M
D.A. Davidson & Co. 0.64% Reduce -7.0% 338,664 $115.4M
DekaBank Deutsche Girozentrale 0.19% No change 354,484 $114.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Reduce -2.9% 336,303 $114.3M
Quantinno Capital Management LP 0.13% Add +57.4% 328,398 $111.9M
SEB Asset Management AB 0.41% Reduce -38.1% 322,059 $109.7M
Janney Montgomery Scott LLC 0.21% Add +0.3% 316,735 $107.9M
Robeco Institutional Asset Management B.V. 0.13% Reduce -5.0% 313,876 $107.0M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +152.8% 310,551 $105.8M
CapitalatWork S.A. 2.65% Add +0.2% 309,930 $105.6M
Aviva PLC 0.16% Add +0.4% 309,915 $105.6M
Tidal Investments LLC 0.25% Add +8.0% 301,912 $102.9M
Teachers Retirement System of the State of Kentucky 0.69% Add +15.4% 299,597 $102.1M
Boston Trust Walden Corp 0.77% Reduce -2.3% 298,391 $101.7M
APG Asset Management N.V. 0.24% Add +26.7% 329,176 $98.1M
State Board of Administration of Florida Retirement System 0.16% Reduce -10.0% 286,497 $97.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Reduce -2.8% 282,492 $96.3M
Rockefeller Capital Management L.P. 0.15% Add +3.9% 279,342 $95.2M
Rathbones Group PLC 0.35% Reduce -1.5% 276,259 $94.1M
1832 Asset Management L.P. 0.11% Reduce -61.1% 267,989 $91.3M
Mackenzie Financial Corp. 0.09% Add +29.4% 262,036 $89.3M
Agf Management Ltd. 0.34% Reduce -1.1% 259,133 $88.3M
Mariner, LLC 0.09% Add +3.1% 259,025 $88.3M
New York State Teachers Retirement System 0.16% Reduce -5.9% 255,690 $87.1M
Cacti Asset Management LLC 4.36% No change 255,138 $86.9M
Nomura Asset Management Co. Ltd. 0.18% Reduce -7.2% 251,413 $85.7M
HighTower Advisors, LLC 0.08% Add +20.3% 246,875 $84.1M
Davis R M Inc. 1.30% Reduce -1.8% 242,087 $82.7M
TCTC Holdings, LLC 2.15% Reduce -0.1% 240,614 $82.0M
Scharf Investments, LLC 2.71% Reduce -11.2% 240,324 $81.9M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -3.6% 236,733 $80.7M
Cornerstone Investment Partners, LLC 2.63% Add +0.1% 231,026 $78.7M
Bartlett & Co. Wealth Management LLC 0.96% Reduce -1.2% 225,744 $77.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.37% Add +3.4% 225,846 $77.0M
Woodley Farra Manion Portfolio Management Inc. 3.66% Add +0.1% 222,421 $76.0M
Oldfield Partners LLP 18.16% Add +25.2% 221,100 $75.3M
KLP Kapitalforvaltning As 0.24% Add +9.1% 215,042 $73.5M
Creative Planning 0.04% Add +3.6% 215,327 $73.4M
Retirement Systems of Alabama 0.22% Reduce -16.5% 214,269 $73.0M
Susquehanna International Group, LLP 0.06% Add +132.6% 212,898 $72.5M
Swedbank AB 0.06% Reduce -1.8% 212,613 $72.4M
Susquehanna Fundamental Investments, LLC 1.32% Add +96.8% 205,672 $70.1M
Baird Financial Group, Inc. 0.10% Reduce -1.1% 202,781 $69.1M
Nordea Investment Management AB 0.06% Reduce -20.3% 200,656 $69.0M
CIBC Bancorp USA Inc. 0.09% Reduce -11.7% 201,992 $68.8M
Personal Cfo Solutions, LLC 9.90% Add +4.3% 200,378 $68.5M
&partners 0.28% Add +8.3% 200,613 $68.3M
ZWJ Investment Counsel Inc. 2.20% Add +0.9% 199,754 $68.1M
Ieq Capital, LLC 0.31% Reduce -13.1% 197,868 $67.4M
Midwest Trust Co 0.76% Reduce -0.6% 195,619 $66.7M
Homestead Advisers Corp 1.62% Reduce -21.4% 191,459 $65.2M
First Manhattan Co. Llc. 0.17% Add +1.5% 190,921 $65.1M
STRS Ohio 0.24% Reduce -0.7% 189,603 $64.6M
Carnegie Investment Counsel 1.28% Add +19.7% 192,437 $63.8M
State of Wisconsin Investment Board 0.13% Reduce -7.6% 186,758 $63.6M
Cetera Investment Advisers 0.06% Add +2.4% 178,914 $61.0M
Vanguard Investments Australia, Ltd. 0.15% Reduce -4.2% 178,369 $60.8M
Chevy Chase Trust Holdings, LLC 0.16% Reduce -2.7% 177,416 $60.5M
LGT Group Foundation 0.68% Reduce -12.8% 177,054 $60.3M
Teacher Retirement System of Texas 0.16% Add +64.0% 176,107 $60.0M
Truist Financial Corp. 0.07% Reduce -2.0% 171,233 $58.3M
Unio Capital LLC 10.94% Add +0.2% 169,021 $57.6M
Fifth Third Bancorp 0.09% Reduce -2.4% 167,348 $57.0M
Mercer Global Advisors Inc. 0.07% Add +30.8% 166,288 $56.7M
Willis Investment Counsel 2.65% Add +5.9% 162,875 $55.5M
TD Asset Management Inc 0.05% Reduce -37.5% 162,677 $55.4M
MAI Capital Management 0.21% Add +5.4% 162,529 $55.4M
Asset Management One Co., Ltd. 0.14% Reduce -9.9% 161,310 $55.0M
Calamos Advisors LLC 0.28% Reduce -27.1% 159,650 $54.4M
Pictet Asset Management Holding SA 0.05% Reduce -6.1% 158,820 $54.1M
Allspring Global Investments Holdings, LLC 0.08% Add +4.1% 153,047 $53.8M
Silvercrest Asset Management Group LLC 0.35% Add +6.3% 155,922 $53.1M
Smith Chas P & Associates Pa Cpas 2.62% Reduce -2.3% 151,975 $51.8M
Treasurer of the State of North Carolina 0.13% Reduce -4.2% 149,889 $51.1M
Eurizon Capital SGR S.p.A. 0.14% Reduce -25.4% 148,413 $50.7M
TD Waterhouse Canada Inc. 0.13% Add +4.0% 142,782 $50.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -6.8% 147,319 $50.2M
ASR Vermogensbeheer N.V. 0.52% Reduce -0.1% 146,825 $50.0M
Grandfield & Dodd, LLC 2.56% Reduce -2.9% 143,520 $48.9M
Focus Partners Wealth 0.05% Add +0.1% 143,133 $48.8M
Tredje AP-fonden 0.22% Add +25.1% 142,158 $48.4M
Freestone Grove Partners LP 0.32% Add +21.8% 141,457 $48.2M
Public Sector Pension Investment Board 0.12% Reduce -12.0% 139,404 $47.5M
Country Trust Bank 0.82% Add +15.7% 137,896 $47.0M
Alyeska Investment Group, L.P. 0.12% Add +2128.3% 135,906 $46.3M
Public Employees Retirement System of Ohio 0.14% Reduce -8.9% 135,533 $46.2M
WCM Investment Management, LLC 0.08% Add +43.3% 133,255 $45.7M
State of Tennessee, Department of Treasury 0.14% Add +0.8% 133,457 $45.5M
Handelsbanken Fonder AB 0.13% Add +13.1% 132,315 $45.1M
Gotham Asset Management 0.10% Add +28.7% 131,581 $44.8M
Roffman Miller Associates Inc. 2.34% Reduce -0.3% 131,341 $44.8M
Qube Research & Technologies Ltd 0.05% Add +484.3% 130,968 $44.6M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -40.9% 130,723 $44.5M
Berkshire Asset Management LLC 1.73% Add +0.3% 129,006 $44.0M
CIBC Asset Management Inc 0.10% Reduce -26.6% 128,118 $43.7M
Steward Partners Investment Advisory, LLC 0.21% Reduce -6.0% 121,587 $41.4M
Oppenheimer Asset Management Inc. 0.42% Add +0.8% 118,585 $40.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.66% Reduce -1.7% 115,386 $39.3M
State of New Jersey Common Pension Fund D 0.13% Reduce -11.3% 113,887 $38.8M
Sit Investment Associates Inc. 0.72% No change 111,885 $38.1M
WestEnd Advisors, LLC 0.84% Reduce -11.0% 110,931 $37.8M
National Bank of Canada 0.03% Add +7.8% 109,104 $37.3M
Tocqueville Asset Management L.P. 0.49% Reduce -2.2% 109,064 $37.2M
Aristotle Atlantic Partners, LLC 1.53% Add +2.6% 108,588 $37.0M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -48.3% 108,024 $36.8M
Commerce Bank 0.16% Reduce -3.5% 107,590 $36.7M
Cambiar Investors LLC 1.56% Reduce -1.5% 105,163 $35.8M
Rafferty Asset Management, LLC 0.08% Add +18.8% 105,075 $35.8M
Philip James Wealth Mangement, LLC 4.13% Add +14.3% 104,308 $35.5M
Talaria Asset Management Pty Ltd 7.57% Reduce -53.5% 103,800 $35.4M
Chesley Taft & Associates LLC 1.38% Add +1.1% 103,675 $35.3M
Pathstone Holdings, LLC 0.10% Add +0.9% 103,032 $35.2M
St Germain D J Co. Inc. 1.26% Reduce -0.7% 103,132 $35.1M
Osaic Holdings, Inc. 0.04% Reduce -28.4% 103,041 $35.1M
Czech National Bank 0.19% Add +3.6% 102,672 $35.0M
Mn Services Vermogensbeheer B.V. 0.26% Reduce -30.3% 102,053 $34.8M
Klingenstein Fields & Co. LP 1.22% Reduce -0.2% 102,035 $34.8M
Callahan Advisors, LLC 2.60% Add +1.6% 100,999 $34.4M
Resona Asset Management Co.,Ltd. 0.16% Reduce -12.7% 99,718 $34.0M
NewEdge Advisors, LLC 0.10% Add +3.1% 99,590 $33.9M
Advisors Capital Management, LLC 0.36% Add +2.2% 97,472 $33.2M
KBC Group NV 0.07% Reduce -4.3% 97,251 $33.1M
Arizona State Retirement System 0.17% Reduce -5.3% 97,018 $33.1M
Vontobel Holding Ltd. 0.11% Add +8.8% 96,652 $32.9M
Capital International, Inc. 0.23% Reduce -17.5% 96,212 $32.8M
State of Michigan Retirement System 0.14% Add +0.6% 95,587 $32.6M
Howland Capital Management LLC 1.16% Reduce -4.1% 94,091 $32.2M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +10.1% 93,305 $31.8M
MassMutual Private Wealth & Trust, FSB 0.82% Reduce -3.4% 92,607 $31.6M
Clearbridge Investments, LLC 0.03% Add +2.3% 91,770 $31.3M
Rwa Wealth Partners, LLC 0.30% Add +32.3% 91,136 $31.1M
Captrust Financial Advisors 0.05% Reduce -1.1% 90,743 $30.9M
O'shaughnessy Asset Management, LLC 0.14% Reduce -12.6% 88,733 $30.2M
Arbejdsmarkedets Tillaegspension 0.65% Add +13.3% 88,160 $30.0M
Assetmark, Inc. 0.05% Reduce -7.5% 88,120 $30.0M
Beacon Pointe Advisors, LLC 0.14% Add +15.4% 87,379 $29.8M
LSV Asset Management 0.05% Add +3.6% 87,107 $29.7M
PhiloSmith Capital Corp 8.01% Reduce -0.5% 86,600 $29.5M
M&T Bank Corp 0.09% Reduce -0.6% 86,225 $29.4M
Wealthfront Advisers LLC 0.06% Add +63.3% 85,452 $29.1M
Peapack Gladstone Financial Corp. 0.33% Reduce -0.8% 84,064 $28.6M
Becker Capital Management Inc. 0.77% Reduce -1.2% 83,369 $28.5M
Daiwa Securities Group Inc. 0.06% Reduce -6.2% 83,381 $28.4M
Sanctuary Advisors, LLC 0.13% Add +0.4% 82,800 $28.2M
MetLife Investment Management, LLC 0.13% Reduce -3.1% 82,380 $28.1M
IFM Investors Pty Ltd 0.18% Add +4.7% 81,087 $27.6M
Factory Mutual Insurance Co. 0.26% Reduce -1.2% 80,700 $27.5M
Bank of Nova Scotia 0.04% Add +344.5% 80,260 $27.3M
Groupe la Francaise 0.34% Add +34.1% 79,780 $27.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -6.0% 79,671 $27.1M
Bradley Foster & Sargent Inc. 0.38% Reduce -9.3% 79,370 $27.0M
Great Lakes Advisors, LLC 0.21% Reduce -1.7% 79,277 $27.0M
Pinnacle Financial Partners, Inc. 0.18% Add +23.5% 78,586 $26.8M
Andra AP-fonden 0.30% Add +25.4% 77,803 $26.5M
XXEC, Inc. 3.40% Add +61.2% 80,652 $26.2M
Badgley Phelps Wealth Managers, LLC 0.46% Add +1.1% 76,083 $26.0M
Lido Advisors, LLC 0.09% Add +7.3% 74,326 $25.4M
Wilkins Investment Counsel Inc. 3.42% Reduce -0.4% 74,439 $25.4M
Prudential PLC 0.17% Add +6.7% 74,085 $25.2M
Amplius Wealth Advisors, LLC 1.83% Reduce -2.5% 73,412 $25.0M
Liberty One Investment Management, LLC 2.47% Reduce -6.3% 72,581 $24.7M
Concurrent Investment Advisors, LLC 0.21% Add +1.8% 72,571 $24.7M
Cullen/Frost Bankers, Inc. 0.24% Reduce -8.0% 71,990 $24.5M
Brown Advisory Inc. 0.04% Add +0.7% 71,549 $24.4M
Talbot Financial, LLC 1.77% Add +1.1% 70,435 $24.0M
Oak Associates Ltd. 1.34% Reduce -0.7% 70,336 $24.0M
Van Hulzen Asset Management, LLC 1.71% Add +9.8% 70,297 $24.0M
Ingalls & Snyder LLC 0.65% Reduce -1.0% 70,231 $23.9M
Allworth Financial LP 0.10% Reduce -10.1% 69,329 $23.6M
Varma Mutual Pension Insurance Co 0.12% Reduce -2.7% 68,921 $23.5M
Daiichi Life Insurance Co., Ltd. 0.54% Add +10.2% 68,130 $23.2M
Wedgewood Partners Inc. 4.79% Add +26.3% 68,039 $23.2M
Anchor Capital Advisors LLC 0.65% Reduce -7.3% 67,651 $23.1M
Yousif Capital Management, LLC 0.26% Reduce -6.7% 67,511 $23.0M
Vanguard Personalized Indexing Management, LLC 0.19% Add +1.9% 67,373 $23.0M
Bridgewater Associates 0.09% Add +49.7% 67,050 $22.8M
Tudor Investment Corporation 0.09% New 67,027 $22.8M
Ilmarinen Mutual Pension Insurance Co 0.15% No change 66,628 $22.7M
Commonwealth Equity Services, LLC 0.03% Reduce -6.0% 66,206 $22.6M
Cambridge Investment Research Advisors, Inc. 0.05% Add +6.7% 66,115 $22.5M
Vinva Investment Management Ltd 0.15% Add +42.1% 65,109 $22.4M
Xponance LLC 0.14% Reduce -2.2% 65,197 $22.2M
Zurich Insurance Group Ltd 0.15% Reduce -27.1% 63,611 $21.7M
Abner Herrman & Brock LLC 2.05% Reduce -0.6% 63,304 $21.6M
DDD Partners, LLC 1.35% Reduce -0.1% 63,209 $21.5M
Guggenheim Capital LLC 0.14% Add +39.6% 62,835 $21.4M
Asset Advisors Investment Management, LLC 1.96% Reduce -1.6% 62,674 $21.4M
Connors Investor Services Inc. 1.84% Add +0.6% 62,380 $21.3M
Beese Fulmer Investment Management, Inc. 1.23% Add +1.8% 62,140 $21.2M
Amalgamated Bank 0.15% Reduce -10.1% 62,220 $21.2M
Nemes Rush Group LLC 1.75% Add +2.8% 62,199 $21.2M
Orion Porfolio Solutions, LLC 0.16% Add +2.1% 62,082 $21.2M
Mgo One Seven LLC 0.35% Add +63.5% 61,733 $21.0M
Pittenger & Anderson Inc. 0.75% Add +0.2% 61,299 $20.9M
Nisa Investment Advisors, LLC 0.06% Reduce -5.4% 60,232 $20.6M
Kanawha Capital Management LLC 1.34% Add +0.2% 60,225 $20.5M
Illinois Municipal Retirement Fund 0.23% Add +44.6% 60,220 $20.5M
Swiss Life Asset Management Ltd 0.09% New 59,917 $20.4M
USS Investment Management Ltd 0.08% Reduce -9.3% 59,850 $20.4M
NEOS Investment Management LLC 0.07% Add +13.7% 59,671 $20.3M
SouthState Bank Corp 0.85% Add +2.8% 59,638 $20.3M
Bailard, Inc. 0.41% Reduce -2.2% 58,736 $20.0M
Crossmark Global Holdings, Inc. 0.26% Add +18.6% 58,491 $19.9M
Mediolanum International Funds Ltd 0.17% Add +17.6% 57,951 $19.9M
Cresset Asset Management, LLC 0.07% Add +1.6% 58,170 $19.8M
Florida Trust Wealth Management Co 0.48% Reduce -1.6% 56,813 $19.4M
Ethic Inc. 0.24% Reduce -19.1% 56,773 $19.3M
Positano Wealth Management Ltd 10.45% Add +38.7% 56,689 $19.3M
Calamos Wealth Management LLC 0.59% Reduce -1.7% 56,492 $19.2M
Martingale Asset Management L P 0.45% Reduce -14.9% 56,252 $19.2M
Regions Financial Corp. 0.11% Reduce -6.5% 55,666 $19.0M
Eagle Rock Investment Company, LLC 2.34% Add +3.1% 55,576 $18.9M
Polaris Capital Management, LLC 1.77% Reduce -36.4% 55,038 $18.8M
NorthCrest Asset Manangement, LLC 0.48% Add +13.7% 53,733 $18.7M
GoodHaven Capital Management, LLC 5.92% No change 54,338 $18.5M
Gillson Capital LP 1.09% Reduce -47.1% 54,339 $18.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Reduce -2.1% 54,325 $18.5M
Employees Retirement System of Texas 0.17% Add +1221.6% 54,013 $18.4M
TCV Trust & Wealth Management, Inc. 1.39% Reduce -0.9% 53,861 $18.4M
Utah Retirement Systems 0.17% Reduce -10.1% 53,425 $18.2M
Capital International Sarl 0.26% Reduce -46.8% 52,989 $18.1M
Police & Firemen's Retirement System of New Jersey 0.14% Reduce -6.3% 52,836 $18.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +1.8% 52,446 $17.9M
CCM Investment Advisers LLC 1.38% Add +2.7% 52,301 $17.8M
ExodusPoint Capital Management, LP 0.16% New 52,171 $17.8M
Diversified Trust Co. 0.28% Reduce -2.3% 51,950 $17.7M
Federated Hermes, Inc. 0.03% Reduce -68.0% 51,863 $17.7M
Merit Financial Group, LLC 0.11% Add +2.3% 51,386 $17.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -14.6% 51,318 $17.5M
Boston Common Asset Management, LLC 1.04% Add +0.5% 51,285 $17.5M
Fogel Capital Management, Inc. 6.90% Add +1.6% 50,364 $17.2M
FourThought Financial Partners, LLC 1.32% Add +2.1% 50,334 $17.2M
Blair William & Co. 0.04% Add +2.7% 49,915 $17.0M
Azimuth Capital Investment Management LLC 0.57% Reduce -1.3% 49,752 $17.0M
Elo Mutual Pension Insurance Co 0.22% Reduce -1.5% 49,488 $16.9M
Abn Amro Investment Solutions 0.14% Reduce -3.9% 49,044 $16.7M
WASHINGTON TRUST Co 0.52% Reduce -6.7% 48,855 $16.6M
SlateStone Wealth, LLC 1.27% Add +2.4% 48,599 $16.6M
Sterling Capital Management LLC 0.28% Add +64.9% 47,518 $16.2M
Nissay Asset Management Corp. /Japan 0.07% New 47,107 $16.1M
Atria Investments, Inc 0.16% Add +7.3% 47,028 $16.0M
River Road Asset Management, LLC 0.18% Reduce -7.5% 46,785 $15.9M
GMO 0.04% Add +38.8% 46,490 $15.8M
Citizens Financial Group Inc. 0.19% Reduce -1.3% 46,172 $15.8M
HB Wealth Management, LLC 0.09% Reduce -3.3% 45,887 $15.6M
Nepsis Inc. 5.22% Reduce -14.1% 45,196 $15.4M
MML Investors Services, LLC 0.03% Reduce -7.8% 44,727 $15.2M
Groupama Asset Managment 0.19% Add +4.3% 44,357 $15.2M
Parkwood LLC 1.09% Reduce -1.1% 44,479 $15.2M
Jupiter Topco LLC 0.01% — 44,418 $15.1M
Oregon Public Employees Retirement Fund 0.16% Add +6.6% 44,396 $15.1M
Nomura Asset Management International Inc. 0.02% Reduce -8.4% 44,057 $15.0M
Camden National Bank 1.93% Reduce -1.8% 43,390 $14.8M
D. E. Shaw & Co. 0.01% Add +624.4% 43,383 $14.8M
Cibc World Market Inc. 0.02% Reduce -14.7% 43,099 $14.7M
Vise Technologies, Inc. 0.17% Add +147.0% 43,044 $14.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% New 42,729 $14.6M
LS Investment Advisors, LLC 1.93% Reduce -2.4% 41,830 $14.3M
Arax Advisory Partners 0.09% Add +381.6% 41,735 $14.2M
Macquarie Group Ltd. 0.06% Add +11.2% 41,614 $14.2M
Estabrook Capital Management 1.91% Reduce -1.3% 41,305 $14.1M
Zevin Asset Management LLC 1.96% Reduce -11.4% 41,089 $14.0M
First Merchants Corp. 0.49% Reduce -2.0% 40,984 $14.0M
McRae Capital Management Inc. 2.75% Reduce -2.7% 40,949 $14.0M
Horizon Investments, LLC 0.15% Add +5.8% 40,866 $13.9M
Federation des caisses Desjardins du Quebec 0.04% Add +22.1% 40,555 $13.8M
Allstate Corp. 0.13% Reduce -5.8% 39,651 $13.5M
Venture Visionary Partners LLC 0.38% Add +0.1% 39,637 $13.5M
Hamilton Capital Partners Inc. 0.39% Add +19.5% 39,564 $13.5M
Credit Agricole S A 0.03% Add +54.0% 39,408 $13.4M
Capital International Ltd. 0.43% Reduce -28.1% 38,836 $13.2M
Kestra Advisory Services, LLC 0.04% Add +10.3% 38,470 $13.1M
Hamilton Wealth, LLC 2.40% Add +1059.8% 38,391 $13.1M
QRG Capital Management, Inc. 0.11% Reduce -40.0% 38,128 $13.0M
LGT Fund Management Co Ltd. 0.54% Reduce -16.8% 38,087 $13.0M
River Wealth Advisors LLC 1.34% Reduce -0.2% 37,691 $12.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -4.0% 37,554 $12.8M
Mutual of America Capital Management LLC 0.12% Reduce -4.1% 37,088 $12.6M
Cyndeo Wealth Partners, LLC 0.59% Add +27.5% 36,922 $12.6M
Woodmont Investment Counsel LLC 0.67% Add +2.2% 36,260 $12.4M
Hunter Perkins Capital Management, LLC 2.77% Reduce -0.6% 36,097 $12.3M
Mattern Capital Management, LLC 1.43% Reduce -0.4% 35,965 $12.3M
Hamel Associates, Inc. 3.38% Reduce -0.9% 35,931 $12.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.0% 35,696 $12.2M
State of Alaska, Department of Revenue 0.12% Reduce -2.4% 35,343 $12.0M
Keybank National Association 0.04% Add +4.2% 35,220 $12.0M
World Investment Advisors 0.20% Reduce -3.3% 36,375 $11.9M
Financial Strategies Group, Inc. 1.89% Add +0.3% 33,347 $11.8M
Benjamin Edwards Inc. 0.11% Reduce -6.1% 34,686 $11.8M
CX Institutional 0.34% Add +3.9% 34,100 $11.6M
Lawson Kroeker Investment Management Inc. 3.23% Reduce -0.5% 34,062 $11.6M
Kestra Private Wealth Services, LLC 0.13% Add +0.1% 33,838 $11.5M
Weybosset Research & Management LLC 3.02% Add +0.6% 33,775 $11.5M
Intech Investment Management LLC 0.10% Reduce -9.1% 33,509 $11.4M
Rowlandmiller & Partners.adv 2.07% Add +0.1% 33,387 $11.4M
Vident Advisory, LLC 0.08% Add +3.8% 33,121 $11.3M
Tufton Capital Management 1.89% Reduce -1.1% 33,011 $11.2M
Allianz SE 0.12% No change 32,720 $11.1M
Glenview Trust Co 0.15% Reduce -3.4% 32,714 $11.1M
Regency Capital Management Inc.\DE 4.43% Add +0.5% 32,662 $11.1M
Hi-Line Capital Management, LLC 3.13% Add +1.7% 32,537 $11.1M
Rockland Trust Co. 0.43% Reduce -30.0% 32,349 $11.0M
Inspire Trust Co, N.A. 1.50% Add +1.6% 32,100 $10.9M
TritonPoint Partners, LLC 0.90% Add +838.7% 31,906 $10.9M
Beacon Investment Advisory Services, Inc. 0.40% Reduce -4.5% 31,756 $10.8M
Greenline Partners, LLC 1.10% Add +6.3% 31,667 $10.8M
Vestcor Inc 0.27% Reduce -2.8% 31,666 $10.8M
Old National Bancorp 0.21% Add +3.4% 31,602 $10.8M
Verdence Capital Advisors LLC 0.56% Reduce -2.7% 31,568 $10.8M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +1517.9% 31,128 $10.7M
Avanza Fonder AB 0.23% Add +4.5% 31,248 $10.6M
Bender Robert & Associates 2.20% Reduce -0.3% 31,045 $10.6M
Sone Capital Management, LLC 0.80% New 30,674 $10.5M
Philadelphia Financial Management of San Francisco, LLC 2.83% New 30,300 $10.3M
Prudential Financial Inc. 0.01% Reduce -66.9% 29,657 $10.1M
Park Avenue Securities LLC 0.06% Reduce -1.1% 29,504 $10.1M
Lighthouse Investment Partners, LLC 0.31% Add +109.5% 29,427 $10.0M
Generali Asset Management SPA SGR 0.18% Add +19.2% 29,317 $10.0M
Tritonpoint Wealth, LLC 0.98% Reduce -1.1% 29,187 $9.9M
Summit Financial, LLC 0.11% Add +78.6% 28,845 $9.9M
Empowered Funds, LLC 0.05% Reduce -2.5% 28,891 $9.8M
Evergreen Capital Management LLC 0.17% Add +5.7% 28,631 $9.8M
Gilder Gagnon Howe & Co. LLC 0.10% Reduce -0.3% 28,595 $9.7M
Evexia Wealth LLC 2.63% Add +0.3% 27,890 $9.7M
Fiduciary Trust Co 0.11% Add +0.9% 28,501 $9.7M
Gulf International Bank (UK) Ltd 0.19% Reduce -1.6% 28,402 $9.7M
Mizuho Securities USA LLC 0.16% Add +28.4% 28,239 $9.6M
Nomura Holdings Inc. 0.04% Add +119.0% 28,192 $9.6M
Dakota Wealth Management 0.18% Add +9.0% 27,932 $9.5M
Achmea Investment Management B.V. 0.24% Add +33.9% 27,681 $9.4M
Advocate Group LLC 1.42% Reduce -0.5% 27,667 $9.4M
First Horizon Corp. 0.36% Reduce -4.3% 27,424 $9.3M
Pacer Advisors, Inc. 0.02% Add +27.5% 27,134 $9.2M
Daymark Wealth Partners, LLC 0.23% Add +16.1% 27,074 $9.2M
L & S Advisors Inc 0.95% Add +91.1% 26,969 $9.2M
Ilex Capital Partners (UK) LLP 0.19% New 26,722 $9.1M
Investment Management Corp of Ontario 0.12% Reduce -14.3% 26,675 $9.1M
Sequoia Financial Advisors, LLC 0.05% Reduce -2.5% 26,597 $9.1M
Woodstock Corp. 0.75% Reduce -0.2% 26,550 $9.0M
Alberta Investment Management Corp 0.06% New 26,500 $9.0M
Curi Capital, LLC 0.14% Reduce -13.9% 26,331 $9.0M
Prospera Financial Services Inc 0.13% Reduce -0.6% 26,373 $9.0M
Kesler, Norman & Wride, LLC 1.42% Reduce -0.7% 26,242 $8.9M
Brighton Jones LLC 0.17% Reduce -1.5% 26,145 $8.9M
New Age Alpha Advisors, LLC 0.38% Reduce -7.4% 25,979 $8.9M
Lowe Brockenbrough & Co. Inc. 0.39% Add +0.6% 25,725 $8.8M
Van Cleef Asset Management,Inc 0.89% Reduce -1.5% 25,549 $8.7M
Trajan Wealth LLC 0.33% Add +32.4% 25,469 $8.7M
Nicholas Company, Inc. 0.16% No change 25,425 $8.7M
Apollon Wealth Management, LLC 0.11% Add +5.8% 25,399 $8.7M
American Assets Investment Management, LLC 0.52% No change 25,000 $8.5M
Aptus Capital Advisors, LLC 0.06% Add +2.8% 24,844 $8.5M
Bearing Point Capital, LLC 1.14% Add +1.9% 24,764 $8.4M
Stokes Capital Advisors, LLC 1.79% Reduce -3.4% 24,485 $8.3M
Saudi Central Bank 0.11% Add +77.4% 24,475 $8.3M
Crawford Investment Counsel Inc. 0.14% Reduce -2.1% 24,425 $8.3M
Siemens Fonds Invest GmbH 0.41% Reduce -4.3% 24,422 $8.3M
Flputnam Investment Management Co. 0.10% Add +2.8% 24,341 $8.3M
KKM Financial LLC 1.13% Add +30.1% 24,254 $8.3M
Choreo, LLC 0.09% Reduce -5.1% 24,174 $8.3M
Integrated Wealth Concepts LLC 0.05% Add +19.5% 23,589 $8.0M
Waverly Advisors, LLC 0.05% Reduce -6.6% 23,531 $8.0M
SCS Capital Management LLC 0.08% Add +0.1% 23,309 $7.9M
Lockheed Martin Investment Management Co. 0.31% No change 23,200 $7.9M
Man Group plc 0.01% Reduce -20.4% 23,182 $7.9M
Kentucky Retirement Systems 0.20% New 23,074 $7.9M
Worldquant Millennium Advisors LLC 0.03% New 23,024 $7.8M
OMERS ADMINISTRATION Corp 0.05% New 23,000 $7.8M
Benedict Financial Advisors Inc. 1.52% Reduce -4.6% 22,975 $7.8M
Soros Fund Management 0.14% No change 22,890 $7.8M
Fairview Capital Investment Management, LLC 0.41% Add +67.6% 22,730 $7.7M
Farther Finance Advisors, LLC 0.06% Add +6.9% 22,569 $7.7M
Spirepoint Private Client, LLC 0.62% Add +1761.9% 22,473 $7.7M
NovaPoint Capital, LLC 1.59% Add +3.1% 22,372 $7.6M
Wedbush Securities Inc. 0.20% Reduce -1.6% 22,294 $7.6M
Westbourne Investment Advisors, Inc. 2.08% Reduce -0.7% 22,139 $7.5M
Alps Advisors Inc. 0.04% Add +11.1% 22,108 $7.5M
Mission Wealth Management, LP 0.09% Add +101.5% 22,075 $7.5M
Norinchukin Bank, The 0.07% Reduce -2.2% 22,047 $7.5M
Schonfeld Strategic Advisors LLC 0.04% New 21,926 $7.5M
Confluence Wealth Services, Inc. 0.21% Add +38.5% 21,741 $7.4M
UMB Bank, n.a. 0.09% Reduce -1.7% 21,615 $7.4M
Composition Wealth, LLC 0.09% Add +13.1% 21,468 $7.3M
Millennium Management 0.01% Reduce -83.1% 21,381 $7.3M
Banque Cantonale Vaudoise 0.31% Reduce -7.1% 21,301 $7.3M
Dana Investment Advisors, Inc. 0.19% Add +1.5% 21,190 $7.2M
Bulldog Investors, LLP 1.58% Add +50.0% 21,000 $7.2M
Berger Financial Group, Inc 0.36% Reduce -2.9% 20,637 $7.0M
NWF Advisory Services Inc. 0.66% Add +59.6% 20,584 $7.0M
CVFG LLC 0.73% Reduce -8.6% 20,536 $7.0M
Principal Securities, Inc. 0.08% Reduce -0.8% 20,512 $7.0M
Brady Family Wealth, LLC 2.01% Reduce -6.3% 20,475 $7.0M
MASTERINVEST Kapitalanlage GmbH 0.60% Reduce -0.1% 20,374 $6.9M
Scissortail Wealth Management, LLC 1.34% Reduce -1.2% 20,364 $6.9M
Oppenheimer & Co. Inc. 0.07% Reduce -1.6% 20,339 $6.9M
Kintegral Advisory, LLC 0.56% No change 20,195 $6.9M
Hartford Investment Management Co. 0.19% Reduce -3.7% 20,083 $6.8M
Left Brain Wealth Management, LLC 2.06% Reduce -1.1% 20,034 $6.8M
Cornerstone Advisors, LLC 0.22% New 19,992 $6.8M
Trust Co. of Vermont 0.25% — 19,977 $6.8M
Jane Street Group, LLC 0.00% Reduce -14.3% 19,948 $6.8M
GC Wealth Management RIA, LLC 0.39% Reduce -12.8% 19,931 $6.8M
Savant Capital, LLC 0.02% Add +55.9% 19,630 $6.8M
Sig Brokerage, LP 1.07% Add +10.0% 19,751 $6.7M
Meiji Yasuda America Inc 1.12% Add +22.4% 19,725 $6.7M
Princeton Global Asset Management LLC 0.96% Add +0.5% 19,625 $6.7M
Fideuram Asset Management (Ireland) dac 0.13% Add +4221.1% 20,266 $6.7M
Bar Harbor Wealth Management 0.35% Reduce -0.3% 19,402 $6.6M
Clear Trail Advisors, LLC 1.00% Reduce -3.9% 19,164 $6.5M
Gabelli Funds LLC 0.04% Reduce -0.5% 19,112 $6.5M
Easterly Investment Partners LLC 0.33% New 19,000 $6.5M
Private Advisor Group, LLC 0.03% Reduce -15.3% 18,966 $6.5M
Hanson & Doremus Investment Management 0.66% Reduce -2.0% 18,946 $6.5M
Compass Wealth Management LLC 1.22% Add +0.1% 18,923 $6.4M
S&co Inc. 0.37% No change 18,916 $6.4M
Point72 Asset Management 0.01% Reduce -42.2% 18,756 $6.4M
Y-Intercept (Hong Kong) Ltd 0.13% Add +2097.2% 18,742 $6.4M
Baxter Bros Inc. 0.74% Add +4.7% 18,717 $6.4M
Machina Capital S.A.S. 1.01% Add +110.5% 18,632 $6.3M
Harrell Investment Partners, LLC 1.38% Add +0.6% 18,631 $6.3M
Advisory Services Network, LLC 0.07% Reduce -2.3% 18,504 $6.3M
Perkins Coie Trust Co 1.04% Reduce -6.5% 18,459 $6.3M
New Vernon Investment Management LLC 7.69% No change 18,432 $6.3M
Louisiana State Employees Retirement System 0.09% Reduce -0.5% 18,400 $6.3M
Virginia Wealth Management Group, Inc. 3.32% Add +0.4% 18,367 $6.3M
ArrowMark Colorado Holdings LLC 0.26% Reduce -0.7% 18,364 $6.3M
Summit Trail Advisors, LLC 0.08% Add +15.4% 18,076 $6.2M
New Mexico Educational Retirement Board 0.15% Add +5.3% 18,037 $6.1M
Geneos Wealth Management Inc. 0.12% Add +0.5% 17,969 $6.1M
Concorde Financial Corp 4.89% Reduce -0.2% 17,772 $6.1M
Van Eck Associates Corp. 0.00% Add +2.5% 17,805 $6.1M
United Capital Financial Advisors, LLC 0.03% Reduce -1.3% 17,490 $6.0M
Tulsa Wealth Advisors, INC 0.83% Add +3.9% 17,385 $5.9M
Ar Asset Management Inc. 1.09% No change 17,285 $5.9M
Squarepoint Ops LLC 0.01% Add +77.8% 17,193 $5.9M
DAVENPORT & Co LLC 0.03% Add +2.9% 17,151 $5.8M
Slow Capital, Inc. 0.68% Reduce -14.2% 17,060 $5.8M
Lanark Financial, Inc. 0.39% Add +0.7% 17,049 $5.8M
EP Wealth Advisors, LLC 0.02% Add +5.0% 17,017 $5.8M
Stonebridge Financial Group, LLC 0.44% Add +2.9% 16,936 $5.8M
Thrivent Financial for Lutherans 0.01% Add +0.3% 16,839 $5.7M
Castlefield Investment Partners LLP 3.89% Add +3.2% 16,797 $5.7M
Middleton & Co. Inc. 0.60% Reduce -3.6% 16,719 $5.7M
Liberty Capital Management, Inc. 0.98% — 16,672 $5.7M
Acadian Asset Management LLC 0.01% Reduce -70.5% 16,575 $5.6M
KCM Investment Advisors LLC 0.17% Reduce -0.9% 16,554 $5.6M
Pinnacle Associates Ltd. 0.06% Add +0.7% 16,430 $5.6M
Douglas Lane & Associates, LLC 0.08% Reduce -10.3% 16,418 $5.6M
Northwest Bancshares, Inc. 1.01% Add +2.0% 16,397 $5.6M
Quadrant Capital Group LLC 0.15% Add +1.1% 16,376 $5.6M
Wealth Advisory Solutions, LLC 1.15% Reduce -9.3% 16,370 $5.6M
AlphaCore Capital LLC 0.10% Reduce -1.4% 16,267 $5.6M
CI Investments Inc. 0.02% Add +375.4% 16,297 $5.6M
Comprehensive Financial Consultants Institutional, Inc. 1.47% Reduce -1.3% 16,253 $5.5M
Davis-Rea LTD. 1.57% Reduce -0.9% 16,144 $5.5M
Boit C F David 2.32% No change 16,165 $5.5M
Voleon Capital Management LP 0.10% Add +606.4% 16,043 $5.5M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -9.0% 15,973 $5.4M
Trust Point Inc. 0.46% Add +932.6% 15,953 $5.4M
Seizert Capital Partners, LLC 0.22% No change 15,882 $5.4M
Rock Point Advisors, LLC 1.32% Reduce -0.5% 15,869 $5.4M
Northwest & Ethical Investments L.P. 0.13% Reduce -50.8% 15,869 $5.4M
Ipswich Investment Management Co., Inc. 1.13% Reduce -4.4% 15,699 $5.3M
LMG Wealth Partners, LLC 0.85% Add +4.6% 15,695 $5.3M
Citizens National Bank Trust Department 0.78% Reduce -0.2% 15,584 $5.3M
Bessemer Group Inc. 0.01% Reduce -7.0% 15,481 $5.3M
Arlington Financial Advisors, LLC 0.66% Add +11.5% 15,328 $5.2M
Radnor Capital Management, LLC 0.73% No change 15,323 $5.2M
Global Retirement Partners, LLC 0.08% — 15,304 $5.2M
Brown Miller Wealth Management, LLC 1.31% Reduce -0.8% 15,217 $5.2M
Plimoth Trust Co. LLC 1.03% Reduce -1.0% 15,117 $5.2M
Community Bank, N.A. 0.56% Add +1.1% 15,108 $5.1M
Stephens Inc. 0.06% Add +1.0% 15,056 $5.1M
Brown Brothers Harriman & Co. 0.02% Add +8.6% 15,018 $5.1M
Thomasville National Bank 0.28% — 14,896 $5.1M
Texas Yale Capital Corp. 0.11% Add +2.4% 14,883 $5.1M
GAMCO Investors 0.04% Reduce -1.4% 14,719 $5.0M
IFG Advisory, LLC 0.18% New 14,679 $5.0M
Romano Brothers and Company 0.50% Reduce -3.6% 14,670 $5.0M
Wesbanco Bank Inc. 0.12% Reduce -1.4% 14,666 $5.0M
Discovery Capital Management, LLC / CT 0.21% New 14,612 $5.0M
Somerset Trust Co 1.40% Reduce -0.2% 14,560 $5.0M
Elevate Capital Advisors, LLC 2.74% Add +212.0% 14,514 $4.9M
CHICAGO TRUST Co NA 0.72% Reduce -0.8% 14,381 $4.9M
Investment Research & Advisory Group, Inc. 1.51% Add +0.3% 14,354 $4.9M
Highland Capital Management, LLC 0.22% Reduce -0.6% 14,328 $4.9M
Core Alternative Capital 1.45% Reduce -12.0% 14,256 $4.9M
Greenleaf Trust 0.05% Add +1.3% 14,221 $4.8M
Coastline Trust Co 0.43% Add +0.1% 14,219 $4.8M
WINTON GROUP Ltd 0.16% Reduce -19.4% 14,168 $4.8M
MUFG Securities EMEA plc 0.05% Reduce -5.3% 14,118 $4.8M
Inlet Private Wealth, LLC 1.16% Add +0.7% 14,024 $4.8M
Weil Company, Inc. 0.84% Add +0.0% 13,976 $4.8M
Level Four Advisory Services, LLC 0.13% Add +2.2% 13,960 $4.8M
Walleye Trading LLC 0.07% New 13,907 $4.7M
Unison Advisors LLC 0.33% Add +0.3% 13,762 $4.7M
Johnson Investment Counsel Inc. 0.03% Reduce -3.9% 13,768 $4.7M
Choate Investment Advisors 0.08% No change 13,681 $4.7M
Financial Advisory Partners, LLC 1.21% Reduce -0.4% 13,631 $4.6M
Hutner Capital Management Inc. 1.83% Add +14.4% 13,541 $4.6M
Meiji Yasuda Asset Management Co Ltd. 0.21% Add +2.1% 13,541 $4.6M
Clearstead Advisors, LLC 0.04% Reduce -11.9% 13,387 $4.6M
Vista Investment Partners LLC 1.15% Reduce -1.2% 13,325 $4.5M
Assenagon Asset Management S.A. 0.01% Reduce -90.4% 13,267 $4.5M
Cohen Investment Advisors LLC 2.03% Reduce -1.1% 13,261 $4.5M
Victrix Investment Advisors 1.89% Add +6.2% 13,241 $4.5M
AlphaStar Capital Management, LLC 0.29% Add +32.0% 13,226 $4.5M
NewEdge Wealth, LLC 0.05% Add +4.8% 13,199 $4.5M
Bleakley Financial Group, LLC 0.06% Add +12.4% 13,165 $4.5M
Exchange Traded Concepts, LLC 0.02% Add +23.4% 13,070 $4.5M
Guardian Capital LP 0.11% Add +0.7% 12,996 $4.4M
Praxis Investment Management Inc. 0.23% No change 12,990 $4.4M
Wilmington Savings Fund Society, FSB 0.10% Reduce -0.3% 12,873 $4.4M
Brendel Financial Advisors LLC 2.03% Add +0.3% 12,840 $4.4M
New Hampshire Trust 0.82% Reduce -2.4% 12,793 $4.4M
Westwood Holdings Group Inc. 0.03% Reduce -11.2% 12,791 $4.4M
Corbyn Investment Management Inc. 1.76% Reduce -0.4% 12,787 $4.4M
Rothschild Investment LLC 0.16% Add +106.4% 12,781 $4.4M
Costello Asset Management, INC 1.30% Add +1.7% 12,743 $4.3M
Perigon Wealth Management, LLC 0.07% Add +0.3% 12,711 $4.3M
Heritage Wealth Management, Inc. 1.08% Reduce -1.2% 12,687 $4.3M
Occidental Asset Management, LLC 0.43% Add +5.0% 12,665 $4.3M
Nicollet Investment Management, Inc. 1.33% Add +0.5% 12,658 $4.3M
Vestmark Advisory Solutions, Inc. 0.04% Add +4.1% 12,614 $4.3M
Callan Family Office, LLC 0.08% Reduce -2.5% 12,584 $4.3M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +1.7% 12,582 $4.3M
Pallas Capital Advisors LLC 0.13% Add +5.0% 12,566 $4.3M
Northcape Wealth Management, LLC 1.12% Add +0.4% 12,558 $4.3M
Marble Harbor Investment Counsel, LLC 0.43% Reduce -0.4% 12,516 $4.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Reduce -0.6% 12,480 $4.3M
Laird Norton Wetherby Trust Company, LLC 0.08% Reduce -2.9% 12,435 $4.2M
Osmosis Investment Management UK Ltd 0.20% Reduce -51.4% 12,446 $4.2M
Beacon Bank & Trust 0.80% Reduce -7.3% 12,358 $4.2M
MV Capital Management, Inc. 0.37% Add +6.3% 12,351 $4.2M
Caliber Wealth Management, LLC / KS 0.40% Add +2.3% 12,203 $4.2M
Smith Salley Wealth Management 0.18% Add +22.3% 12,176 $4.1M
Central Bank & Trust Co. 0.59% Reduce -1.6% 12,159 $4.1M
Delta Capital Management LLC 1.93% Add +5.6% 12,160 $4.1M
Equitable Holdings, Inc. 0.02% Reduce -54.8% 12,147 $4.1M
Moors & Cabot, Inc. 0.16% Reduce -6.2% 12,131 $4.1M
Peterson Wealth Services 0.90% Add +3.5% 12,078 $4.1M
Marathon Capital Management 0.83% Reduce -2.8% 12,035 $4.1M
Moneta Group Investment Advisors LLC 0.03% Reduce -0.1% 12,003 $4.1M
Letson Investment Management, Inc. 1.49% Add +0.3% 11,954 $4.1M
Caprock Group, LLC 0.08% Reduce -9.3% 11,882 $4.1M
Patten Group, Inc. 0.63% Add +0.3% 11,806 $4.0M
GAMMA Investing LLC 0.15% Add +7.1% 11,637 $4.0M
Orca Wealth Management, LLC 2.38% Reduce -0.4% 11,618 $4.0M
Parr McKnight Wealth Management Group, LLC 0.47% Add +1.7% 11,570 $3.9M
First National Bank of Omaha 0.11% Reduce -24.7% 11,555 $3.9M
Deane Retirement Strategies, Inc. 1.66% New 11,516 $3.9M
Great Valley Advisor Group, Inc. 0.06% Add +1.7% 11,502 $3.9M
Meeder Advisory Services, Inc. 0.14% Reduce -1.5% 11,474 $3.9M
Sagespring Wealth Partners, LLC 0.06% Reduce -3.4% 11,402 $3.9M
apricus wealth, LLC 1.84% Add +2.9% 11,284 $3.8M
Logan Capital Management Inc. 0.14% — 11,224 $3.8M
Two Sigma Investments, LP 0.00% Reduce -85.4% 11,224 $3.8M
Atlantic Union Bankshares Corp 0.06% Reduce -2.1% 11,079 $3.8M
AE Wealth Management LLC 0.02% Add +45.4% 11,071 $3.8M
Life Cycle Investment Partners Ltd 0.02% Add +100.6% 11,070 $3.8M
Argonautica Private Wealth Management, Inc. 0.92% Add +0.5% 11,055 $3.8M
Aigen Investment Management, LP 1.02% New 10,957 $3.7M
Mufg Securities Americas Inc. 0.19% Add +8.0% 10,865 $3.7M
Park National Corp. 0.10% Reduce -0.4% 10,842 $3.7M
Fifth Third Wealth Advisors LLC 0.10% Reduce -4.8% 10,837 $3.7M
Silvant Capital Management LLC 0.11% No change 10,825 $3.7M
Private Trust Co. NA 0.29% Reduce -4.9% 10,780 $3.7M
Quantbot Technologies LP 0.14% Reduce -11.0% 10,763 $3.7M
Argent Trust Co 0.10% Add +1.9% 10,645 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.11% Reduce -31.1% 10,572 $3.6M
Delta Financial Advisors LLC 0.85% Add +5.4% 10,559 $3.6M
Naples Global Advisors, LLC 0.22% Reduce -0.3% 10,528 $3.6M
Platform Technology Partners 0.59% Add +2.9% 10,527 $3.6M
PFG Advisors 0.18% Add +11.6% 10,480 $3.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.8% 10,473 $3.6M
Genus Capital Management Inc. 0.35% Reduce -0.8% 10,464 $3.6M
Krilogy Financial LLC 0.10% Add +11.9% 10,405 $3.5M
North Dakota State Investment Board 0.14% Reduce -2.0% 10,374 $3.5M
Beverly Hills Private Wealth, LLC 0.69% Reduce -15.9% 10,343 $3.5M
GeoWealth Management, LLC 0.11% Reduce -22.6% 10,308 $3.5M
Griffin Asset Management, Inc. 0.37% Reduce -4.0% 10,269 $3.5M
Horizon Investment Services, LLC 0.97% Reduce -3.1% 10,248 $3.5M
Family Capital Trust Co 1.14% Add +676.1% 10,245 $3.5M
Argyle Capital Management, LLC 1.00% Add +0.6% 10,202 $3.5M
Ritholtz Wealth Management 0.05% Add +4.6% 10,191 $3.5M
Twin Capital Management Inc. 0.38% Reduce -0.1% 10,108 $3.4M
Commerzbank Aktiengesellschaft 0.07% Reduce -11.2% 10,069 $3.4M
First National Advisers, LLC 0.48% Reduce -19.3% 10,061 $3.4M
Security National Bank 0.41% Reduce -1.1% 10,056 $3.4M
Roundview Capital LLC 0.19% Add +23.1% 10,024 $3.4M
CFS Investment Advisory Services, LLC 0.23% Reduce -1.8% 9,422 $3.4M
Securian Asset Management, Inc. 0.12% Reduce -2.7% 9,585 $3.4M
Johnson Financial Group, Inc. 0.11% Reduce -4.6% 9,851 $3.4M
Wealthspire Advisors, LLC 0.02% Add +127.5% 9,863 $3.4M
Haverford Trust Co 0.03% Add +7.5% 9,849 $3.4M
Winthrop Partners - WNY, LLC 1.65% Add +0.6% 9,817 $3.3M
Beacon Financial Group 0.30% Reduce -3.5% 9,794 $3.3M
Legacy Wealth Management, LLC / MS 0.85% Reduce -16.4% 9,757 $3.3M
Coldstream Capital Management Inc. 0.04% Add +0.8% 9,741 $3.3M
Atom Investors LP 0.29% New 9,602 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -2.2% 9,575 $3.3M
LVW Advisors, LLC 0.28% Reduce -8.3% 9,551 $3.3M
Nelson Capital Management, LLC 0.36% Reduce -1.7% 9,530 $3.2M
Cornerstone Planning, LLC 0.75% Add +0.9% 9,499 $3.2M
Portland Global Advisors LLC 0.31% Add +0.0% 9,493 $3.2M
Vista Investment Partners Ii, LLC 1.27% Reduce -0.1% 9,479 $3.2M
Pictet North America Advisors SA 0.28% Add +1.1% 9,430 $3.2M
IFP Advisors, Inc 0.06% Add +75.3% 9,346 $3.2M
Sivia Capital Partners, LLC 0.39% Reduce -0.8% 9,312 $3.2M
Gsa Capital Partners LLP 0.20% New 9,154 $3.1M
King Luther Capital Management Corp. 0.01% Reduce -9.2% 9,122 $3.1M
Cohen Klingenstein LLC 0.09% No change 9,120 $3.1M
Penobscot Investment Management Company, Inc. 0.21% Reduce -0.3% 9,094 $3.1M
Raiffeisen Bank International AG 0.04% Reduce -13.1% 8,995 $3.1M
Herold Advisors, Inc. 0.61% Add +0.0% 9,020 $3.1M
InTrack Investment Management Inc 1.51% Add +3.9% 8,960 $3.1M
Cary Street Partners Financial LLC 0.07% Add +9.2% 8,929 $3.0M
GWN Securities Inc. 0.51% Reduce -9.2% 8,909 $3.0M
Harbour Investments, Inc. 0.04% Reduce -8.0% 8,791 $3.0M
Stratos Wealth Partners, LTD. 0.03% Add +0.0% 8,769 $3.0M
Lincoln Capital LLC 0.53% No change 8,763 $3.0M
WealthShield Partners, LLC 0.46% Add +2.2% 8,730 $3.0M
Alaethes Wealth, LLC 0.87% Add +0.1% 8,723 $3.0M
Larson Financial Group LLC 0.08% Add +33.7% 8,738 $3.0M
South Dakota Investment Council 0.05% No change 8,714 $3.0M
Equitable Trust Co. 0.12% Add +0.3% 8,693 $3.0M
Ameritas Investment Partners, Inc. 0.08% Reduce -2.3% 8,689 $3.0M
Bull Harbor Capital LLC 0.58% Add +7.1% 8,663 $3.0M
Los Angeles Capital Management LLC 0.01% Reduce -58.1% 8,654 $2.9M
Chicago Partners Investment Group LLC 0.06% Add +30.0% 8,333 $2.9M
Concord Wealth Partners 0.34% Add +3.5% 8,627 $2.9M
Metis Global Partners, LLC 0.07% Reduce -45.0% 8,616 $2.9M
Frec Markets, Inc. 0.26% Add +18.6% 8,571 $2.9M
Chicago Capital, LLC 0.07% Reduce -8.9% 8,561 $2.9M
Parkside Financial Bank & Trust 0.20% Add +0.4% 8,544 $2.9M
Wealth Intelligence, LLC 1.34% Reduce -2.9% 8,493 $2.9M
Spire Wealth Management 0.09% Add +3.3% 8,439 $2.9M
Fort Washington Investment Advisors Inc. 0.01% Add +0.9% 8,348 $2.8M
Prime Capital Investment Advisors, LLC 0.03% Reduce -1.9% 8,322 $2.8M
HM Payson & Co. 0.04% Add +7.2% 8,308 $2.8M
Lantz Financial LLC 0.52% Reduce -1.2% 8,298 $2.8M
Manning & Napier Advisors LLC 0.04% Reduce -7.3% 8,207 $2.8M
Perpetual Ltd 0.04% Reduce -0.3% 8,266 $2.8M
Concord Asset Management, LLC 0.44% Add +1.2% 8,257 $2.8M
Douglass Winthrop Advisors, LLC 0.05% Reduce -1.4% 8,228 $2.8M
VestGen Advisors, LLC 0.08% Add +0.5% 8,222 $2.8M
Freedom Day Solutions, LLC 0.62% Reduce -0.1% 8,210 $2.8M
Balyasny Asset Management L.P. 0.01% Reduce -12.8% 8,183 $2.8M
Empire Financial Management Company, LLC 1.10% Reduce -37.3% 8,136 $2.8M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -1.7% 8,132 $2.8M
SageGuard Financial Group, LLC 0.39% New 8,129 $2.8M
Ascent Group, LLC 0.08% Add +18.1% 8,086 $2.8M
J.W. Cole Advisors, Inc. 0.05% Reduce -3.5% 8,083 $2.8M
Littlejohn Financial Services, Inc. 2.00% Reduce -6.1% 8,080 $2.8M
OneDigital Investment Advisors LLC 0.02% Reduce -19.2% 8,054 $2.7M
Coastal Bridge Advisors, LLC 0.17% Reduce -2.2% 8,045 $2.7M
Brooks, Moore & Associates, Inc. 1.23% Add +8.8% 8,030 $2.7M
Signaturefd, LLC 0.04% Add +4.7% 8,001 $2.7M
Meridian Investment Counsel Inc. 0.58% Add +11.2% 7,990 $2.7M
Mitchell & Pahl Private Wealth, LLC 0.99% Add +2.8% 7,933 $2.7M
Evolve Private Wealth, LLC 0.17% Reduce -23.3% 7,910 $2.7M
Round Rock Advisors LLC 0.35% No change 7,921 $2.7M
Wealthcare Advisory Partners LLC 0.05% Reduce -1.0% 7,907 $2.7M
Arkadios Wealth Advisors 0.04% Add +4.8% 7,893 $2.7M
Ballentine Partners, LLC 0.03% Add +1.9% 7,885 $2.7M
Monarch Capital Management Inc. 0.61% Add +2.6% 7,853 $2.7M
Capital Group Investment Management Pte. LTD. 0.40% Reduce -32.1% 7,872 $2.7M
FIL Ltd 0.00% Reduce -39.5% 7,871 $2.7M
Frank, Rimerman Advisors LLC 0.15% Add +12.9% 7,866 $2.7M
Transcend Capital Advisors, LLC 0.18% Add +5.9% 7,833 $2.7M
Phoenix Wealth Advisors 0.90% Reduce -1.7% 7,812 $2.7M
Westpac Banking Corp. 0.16% Reduce -0.4% 7,800 $2.7M
West Michigan Advisors, LLC 0.50% Reduce -0.5% 7,781 $2.7M
Smartleaf Asset Management LLC 0.09% No change 7,703 $2.6M
Joel Isaacson & Co., LLC 0.08% Add +12.7% 7,751 $2.6M
University of Texas/Texas Am Investment Management Co. 0.30% New 7,612 $2.6M
Wescott Financial Advisory Group, LLC 0.20% Add +22.7% 7,483 $2.5M
Main Street Financial Solutions, LLC 0.16% Add +2.4% 7,474 $2.5M
Aries Wealth Management 0.49% Reduce -0.3% 7,398 $2.5M
Kingswood Wealth Advisors, LLC 0.10% Reduce -8.4% 7,394 $2.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.78% Reduce -3.9% 7,386 $2.5M
Panagora Asset Management Inc. 0.01% Reduce -14.4% 7,384 $2.5M
Plato Investment Management Ltd 0.14% Add +12.7% 7,410 $2.5M
Lederer & Associates Investment Counsel 1.65% Reduce -1.9% 7,367 $2.5M
NorthCoast Asset Management LLC 0.06% Add +4.5% 7,343 $2.5M
Capital Investment Advisors, LLC 0.03% Add +1.1% 7,338 $2.5M
Wealth Enhancement Trust Services, Inc. 0.28% Add +60.1% 7,322 $2.5M
A. D. Beadell Investment Counsel, Inc. 1.60% Reduce -1.4% 7,320 $2.5M
Baldwin Investment Management, LLC 0.24% Add +17.3% 7,265 $2.5M
Simplex Trading, LLC 0.06% New 7,247 $2.5M
Sowell Financial Services LLC 0.08% Add +1.8% 7,236 $2.5M
Parallel Advisors, LLC 0.04% Add +0.9% 7,213 $2.5M
New England Research & Management, Inc. 0.95% Add +10.7% 7,150 $2.4M
Cornerstone Wealth Management, LLC 0.10% Add +0.2% 7,111 $2.4M
Money Concepts Capital Corp. 0.11% Add +78.7% 7,068 $2.4M
Surience Private Wealth LLC 2.12% New 7,064 $2.4M
Cumberland Partners Ltd 0.15% Add +40.0% 7,000 $2.4M
CrossGen Wealth, LLC 1.85% Add +0.2% 6,992 $2.4M
Ostrum Asset Management 0.11% Reduce -0.9% 6,974 $2.4M
Mather Group, Llc. 0.02% Add +4.1% 6,938 $2.4M
Clear Harbor Asset Management, LLC 0.15% Add +0.3% 6,892 $2.3M
Neville Rodie & Shaw Inc. 0.15% No change 6,874 $2.3M
Ferguson Wellman Capital Management, Inc. 0.03% Add +3.4% 6,820 $2.3M
Ossiam 0.03% Add +7.0% 6,817 $2.3M
Quadcap Wealth Management, LLC 0.23% Add +2.2% 6,815 $2.3M
Bowen Hanes & Co. Inc. 0.06% No change 7,095 $2.3M
Lester Murray Antman dba SimplyRich 0.54% Reduce -1.3% 6,775 $2.3M
Summitry LLC 0.08% Add +6.1% 6,716 $2.3M
TMB Capital Partners, LLC 0.71% Reduce -3.6% 6,674 $2.3M
Syon Capital LLC 0.10% Add +19.3% 6,668 $2.3M
Bank Pictet & Cie (Europe) AG 0.04% Add +1.8% 6,643 $2.3M
Nicholson Wealth Management Group, LLC 1.33% Reduce -2.4% 6,596 $2.2M
Axq Capital, LP 0.24% New 6,589 $2.2M
Family Legacy, Inc. 0.60% Reduce -0.5% 6,553 $2.2M
Inscription Capital, LLC 0.20% Add +13.0% 6,541 $2.2M
Trivium Point Advisory, LLC 0.20% Add +88.7% 6,530 $2.2M
Modern Wealth Management, LLC 0.03% Add +48.2% 6,497 $2.2M
Eastern Bank 0.03% Reduce -6.7% 6,496 $2.2M
McMillan Office, Inc. 0.25% No change 6,486 $2.2M
Impact Partnership Wealth, LLC 0.21% Add +27.5% 6,456 $2.2M
Lyell Wealth Management, LP 0.13% New 6,446 $2.2M
Demars Financial Group, LLC 0.61% Add +12.6% 6,442 $2.2M
Mosaic Family Wealth Partners, LLC 0.15% Add +938.8% 6,420 $2.2M
Mutual Advisors, LLC 0.04% Add +3.3% 6,416 $2.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -10.2% 6,399 $2.2M
PFS Partners, LLC 0.88% Add +88.7% 6,393 $2.2M
Jefferson Bridge Capital, LLC 1.88% No change 6,355 $2.2M
Missouri Trust & Investment Co 0.59% Add +13.1% 6,167 $2.2M
AustralianSuper Pty Ltd 0.01% No change 6,336 $2.2M
NBT Bank, N.A. 0.14% Reduce -0.7% 6,295 $2.1M
RiverFront Investment Group, LLC 0.03% Add +18.7% 6,275 $2.1M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -6.1% 6,220 $2.1M
TD Private Client Wealth LLC 0.04% Add +36.9% 6,254 $2.1M
Davidson Trust Co. 0.83% Reduce -1.4% 6,253 $2.1M
Cunning Capital Partners, LP 0.86% No change 6,229 $2.1M
Resources Management Corp. /CT/ 0.27% Reduce -1.6% 6,205 $2.1M
Schear Investment Advisers, LLC 0.70% Reduce -0.4% 6,154 $2.1M
Fidelis Capital Partners, LLC 0.12% Add +71.1% 6,118 $2.1M
Integrity Alliance, Llc. 0.07% Add +10.8% 6,107 $2.1M
Gilliland Jeter Wealth Management LLC 0.54% Reduce -1.8% 6,050 $2.1M
Thompson Davis & Co., Inc. 1.23% No change 6,025 $2.1M
Eagle Global Advisors LLC 0.07% Add +0.1% 6,008 $2.0M
Nichols & Pratt Advisers LLP 0.12% Add +2.8% 6,005 $2.0M
Ballast, Inc. 0.38% Add +24.4% 5,986 $2.0M
TCW Group Inc. 0.01% Reduce -1.2% 5,979 $2.0M
Thoroughbred Financial Services, LLC 0.10% Reduce -0.4% 5,974 $2.0M
Headlands Technologies LLC 0.22% Reduce -36.3% 5,961 $2.0M
Towne Trust Company, N.A 0.61% Add +13.8% 5,926 $2.0M
Aaron Wealth Advisors LLC 0.10% Add +22.9% 5,915 $2.0M
Parsons Capital Management Inc. 0.09% Add +13.9% 5,903 $2.0M
Sierra Summit Advisors LLC 0.22% Add +1.5% 5,872 $2.0M
Wedmont Private Capital 0.05% Add +6.7% 5,743 $2.0M
Faithward Advisors, LLC 0.24% Reduce -21.7% 5,821 $2.0M
Sage Capital Advisors,llc 0.41% Add +2.7% 5,816 $2.0M
Stablepoint Partners, LLC 0.27% Add +0.5% 5,802 $2.0M
IHT Wealth Management, LLC 0.04% Reduce -0.6% 5,783 $2.0M
Guyasuta Investment Advisors Inc. 0.10% No change 5,749 $2.0M
Dynamic Advisor Solutions LLC 0.06% Reduce -17.5% 5,729 $2.0M
Berkeley Capital Partners, LLC 0.40% Add +1.2% 5,724 $2.0M
Vavra Capital Management, LLC 1.70% No change 5,701 $1.9M
EverSource Wealth Advisors, LLC 0.07% Reduce -20.0% 5,695 $1.9M
Jacobi Capital Management LLC 0.09% Add +1.8% 5,694 $1.9M
Alkeme Wealth, LLC 0.74% Reduce -1.4% 5,687 $1.9M
Game Plan Financial Advisors, LLC 0.77% Add +734.4% 5,624 $1.9M
Snowden Capital Advisors LLC 0.05% Add +5.7% 5,601 $1.9M
Bridges Investment Management Inc. 0.02% Add +31.6% 5,601 $1.9M
Waddell & Associates, LLC 0.09% Add +9.7% 5,596 $1.9M
Valmark Advisers, Inc. 0.02% Reduce -2.3% 5,594 $1.9M
Field & Main Bank 0.39% Add +1.4% 5,587 $1.9M
Crestwood Advisors Group, LLC 0.03% Add +15.3% 5,583 $1.9M
Roxbury Financial LLC 1.50% Add +1.4% 5,561 $1.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.22% Add +2.8% 5,559 $1.9M
Virtus Investment Advisers, LLC 0.44% Reduce -11.8% 5,554 $1.9M
Essex Financial Services, Inc. 0.09% Reduce -1.1% 5,510 $1.9M
Texas Capital Bank Wealth Management Services Inc 0.10% Reduce -5.1% 5,464 $1.9M
Magnolia Capital Advisors LLC 0.32% Add +12.0% 5,442 $1.9M
First National Trust Co 0.06% Reduce -21.9% 5,418 $1.8M
Elevation Point Wealth Partners, LLC 0.03% Reduce -3.6% 5,408 $1.8M
Compound Planning, Inc. 0.05% Add +3.5% 5,393 $1.8M
Dark Forest Capital Management LP 0.12% Reduce -38.9% 5,384 $1.8M
Trueblood Wealth Management, LLC 0.64% Reduce -0.1% 5,379 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -2.8% 5,371 $1.8M
Impact Capital Partners LLC 0.50% Add +1.5% 5,361 $1.8M
Banque Transatlantique SA 0.04% No change 5,358 $1.8M
Cordatus Wealth Management LLC 0.40% Reduce -0.6% 5,343 $1.8M
Independent Advisor Alliance 0.04% Reduce -0.8% 5,335 $1.8M
Sage Investment Counsel LLC 1.82% Reduce -0.5% 5,330 $1.8M
Fisher Asset Management 0.00% Add +7.9% 5,317 $1.8M
Scotia Capital Inc. 0.01% Reduce -1.3% 5,315 $1.8M
Shayne & Jacobs, LLC 0.54% Reduce -1.1% 5,310 $1.8M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -24.6% 5,304 $1.8M
CSS LLC 0.24% Add +67.7% 5,300 $1.8M
Sumitomo Life Insurance Co. 0.03% Reduce -5.7% 5,296 $1.8M
Sepio Capital, LP 0.09% Reduce -0.3% 5,274 $1.8M
Heritage Trust Co 0.15% Reduce -0.8% 5,251 $1.8M
Central Pacific Bank - Trust Division 0.19% Add +0.0% 5,231 $1.8M
Susquehanna Portfolio Strategies, LLC 0.03% No change 5,218 $1.8M
CSM Advisors, LLC 0.04% Reduce -8.8% 5,189 $1.8M
Kingsview Wealth Management, LLC 0.02% Reduce -0.4% 5,183 $1.8M
Prosperity Consulting Group, LLC 0.07% Add +1.9% 5,182 $1.8M
Opal Capital LLC 0.31% Add +21.4% 5,170 $1.8M
Wealth Quarterback LLC 0.54% Add +1.3% 5,142 $1.8M
Claro Advisors Inc. 0.18% Add +0.5% 5,130 $1.7M
Ellevest, Inc. 0.21% Reduce -5.9% 5,122 $1.7M
Dockside LLC 0.41% — 5,094 $1.7M
Columbia Bank 0.39% Add +6.5% 5,089 $1.7M
Journey Advisory Group, LLC 0.13% Add +5.2% 5,079 $1.7M
Legato Capital Management LLC 0.14% Reduce -36.6% 5,070 $1.7M
Legacy Wealth Asset Management, LLC 0.38% Add +0.1% 5,047 $1.7M
Secured Retirement Advisors, LLC 0.88% New 5,033 $1.7M
Northstar Group, Inc. 0.23% Add +13.8% 5,032 $1.7M
denkapparat Operations GmbH 0.56% Reduce -27.5% 5,012 $1.7M
Lionhunter Capital Management, LLC 0.77% — 5,000 $1.7M
Webster Bank, N. A. 0.15% Reduce -0.5% 4,999 $1.7M
Monte Financial Group, LLC 0.54% Add +2.6% 4,842 $1.7M
Willow Creek Capital Management, Inc. 1.64% — 4,955 $1.7M
Baader Bank Aktiengesellschaft 0.14% Add +78.5% 4,941 $1.7M
Insigneo Advisory Services, LLC 0.06% Add +16.8% 4,924 $1.7M
Proficio Capital Partners LLC 0.06% Add +301.9% 4,919 $1.7M
Trust Co. of Oklahoma 0.43% Reduce -6.9% 4,904 $1.7M
BTG Pactual Asset Management US LLC 0.13% New 4,863 $1.7M
Dividend Assets Capital, LLC 0.32% Reduce -18.7% 4,851 $1.7M
Aster Capital Management (DIFC) Ltd 0.35% New 4,847 $1.7M
Burney Co./ 0.04% Reduce -4.5% 4,845 $1.7M
Wright Investors Service Inc. 0.45% Reduce -1.3% 4,815 $1.6M
DB Fitzpatrick & Co, Inc 1.32% Reduce -1.7% 4,807 $1.6M
Arista Wealth Management, LLC 0.18% No change 4,771 $1.6M
CNB Bank 0.63% Add +6.1% 4,751 $1.6M
Valley National Advisers Inc. 0.18% Add +0.2% 4,745 $1.6M
Montag A & Associates Inc. 0.07% No change 4,725 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -38.5% 4,724 $1.6M
Chilton Investment Co. Inc. 0.04% Add +286.4% 4,703 $1.6M
Meridian Wealth Management, LLC 0.05% Add +24.6% 4,702 $1.6M
Advisor OS, LLC 0.11% Reduce -12.6% 4,698 $1.6M
Gateway Wealth Partners, LLC 0.10% Reduce -9.9% 4,695 $1.6M
Stonebrook Private Inc. 0.29% Reduce -0.1% 4,695 $1.6M
First Citizens Bank & Trust Co. 0.02% Reduce -0.3% 4,685 $1.6M
Ark Wealth Advisors LLC 1.41% Add +7.8% 4,663 $1.6M
Legacy Private Trust Co. 0.09% Reduce -3.9% 4,655 $1.6M
Minot DeBlois Advisors LLC 1.36% Add +0.4% 4,636 $1.6M
Brookstone Capital Management 0.02% Add +1.4% 4,629 $1.6M
AA Financial Advisors, LLC 0.19% Reduce -12.3% 4,613 $1.6M
Applied Capital LLC 1.05% No change 4,609 $1.6M
Westerkirk Capital Inc. 0.15% New 4,600 $1.6M
BKM Wealth Management, LLC 0.55% Add +3.3% 4,593 $1.6M
Caerus Investment Advisors, LLC 0.53% Add +0.8% 4,575 $1.6M
Certuity, LLC 0.08% Add +8.7% 4,564 $1.6M
Laurel Oak Wealth Management, LLC 0.23% Reduce -1.5% 4,555 $1.6M
Centaurus Financial, Inc. 0.06% Reduce -2.1% 4,554 $1.6M
Axxcess Wealth Management, LLC 0.02% New 4,528 $1.5M
DF Dent & Co. Inc. 0.03% Reduce -0.6% 4,520 $1.5M
Canandaigua National Bank & Trust Co. 0.13% — 4,518 $1.5M
Savvy Advisors, Inc. 0.03% Add +4.6% 4,511 $1.5M
Ceeto Capital Group, LLC 0.42% No change 4,500 $1.5M
Parcion Private Wealth LLC 0.08% Add +6.5% 4,468 $1.5M
Berry Wealth Group, LP 4.88% Reduce -1.3% 4,455 $1.5M
Harold Davidson & Associates Inc. 0.66% Add +1.9% 4,440 $1.5M
CWA Asset Management Group, LLC 0.05% Add +90.6% 4,429 $1.5M
Legacy Financial Advisors, Inc. 0.18% Add +1.7% 4,403 $1.5M
Asset Planning,Inc 0.97% Reduce -2.2% 4,397 $1.5M
AMG National Trust Bank 0.03% Add +11.1% 4,391 $1.5M
Huntleigh Advisors, Inc. 0.21% Reduce -1.9% 4,367 $1.5M
Meadow Creek Wealth Advisors LLC 0.90% Reduce -0.3% 4,331 $1.5M
Disciplined Investors, L.L.C. 0.74% Add +0.0% 4,325 $1.5M
Procyon Advisors, LLC 0.06% Reduce -7.6% 4,323 $1.5M
Pine Valley Investments Ltd Liability Co 0.06% Reduce -1.3% 4,254 $1.5M
Relyea Zuckerberg Hanson LLC 0.12% Reduce -4.5% 4,256 $1.5M
Indivisible Partners 0.08% Add +14.9% 4,251 $1.4M
Abbot Financial Management, Inc. 0.53% Add +0.4% 4,232 $1.4M
Foster & Motley Inc. 0.07% Reduce -3.2% 4,231 $1.4M
Verus Capital Partners, LLC 0.08% Add +2.2% 4,209 $1.4M
Westhampton Capital, LLC 0.59% No change 4,190 $1.4M
Fiduciary Group, LLC 0.11% Reduce -3.3% 4,184 $1.4M
Shikiar Asset Management Inc. 0.39% Reduce -26.8% 4,174 $1.4M
Delphi Management Inc. 1.38% Add +5.0% 4,145 $1.4M
Venturi Wealth Management, LLC 0.05% Add +23.9% 4,141 $1.4M
Capital Group Private Client Services, Inc. 0.02% Reduce -27.6% 4,137 $1.4M
Nordwand Advisors, LLC 0.22% Add +62.8% 4,121 $1.4M
Advisory Resource Group 0.21% Reduce -8.7% 4,119 $1.4M
Trust Asset Management LLC 0.09% Reduce -1.8% 4,096 $1.4M
Stamos Capital Partners, L.P. 0.21% Reduce -3.4% 4,090 $1.4M
One Wealth Advisors, LLC 0.15% Add +23.5% 4,055 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +3.6% 4,040 $1.4M
Cove Private Wealth, LLC 0.27% Add +36.8% 4,015 $1.4M
TigerOak Management, L.L.C. 0.38% Reduce -0.1% 3,961 $1.3M
TIAA Wealth Investment Management LLC 0.01% Reduce -2.1% 3,953 $1.3M
Formidable Asset Management, LLC 0.21% Reduce -2.6% 4,126 $1.3M
Xcelsior Advisor Partners LLC 0.18% Add +474.6% 3,936 $1.3M
Hartford Funds Management Co LLC 0.11% Add +6.3% 3,918 $1.3M
Gryphon Financial Partners LLC 0.12% Reduce -1.6% 3,911 $1.3M
Lansing Street Advisors 0.28% No change 3,888 $1.3M
Baker Avenue Asset Management, LP 0.03% Add +46.5% 3,898 $1.3M
Fairtree Asset Management (Pty) Ltd 0.51% No change 3,880 $1.3M
Pekin Hardy Strauss, Inc. 0.12% Reduce -8.6% 3,876 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -7.5% 3,795 $1.3M
NFSG Corp 0.16% Reduce -2.3% 3,785 $1.3M
Obermeyer Wealth Partners 0.05% Reduce -4.8% 3,773 $1.3M
Grey Ledge Advisors, LLC 0.26% Reduce -3.5% 3,772 $1.3M
Lakeside Advisors, INC. 0.81% No change 3,768 $1.3M
Sigma Planning Corp 0.03% Add +5.3% 3,722 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -5.8% 3,722 $1.3M
Financial Engines Advisors L.L.C. 0.00% Add +271.3% 3,717 $1.3M
X-Square Capital, LLC 0.32% Add +2.1% 3,714 $1.3M
TRB Wealth Management, LLC 0.17% Add +24.5% 3,715 $1.3M
Epiq Partners, LLC 0.55% No change 3,714 $1.3M
Turtle Creek Wealth Advisors, LLC 0.07% Add +10.3% 3,711 $1.3M
Catalyst Financial Partners LLC 0.12% Add +25.2% 3,676 $1.3M
Asset Dedication, LLC 0.08% Reduce -4.8% 3,670 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +17.9% 3,651 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.15% Add +0.0% 3,650 $1.2M
Central Valley Advisors, LLC 0.32% Reduce -12.3% 3,646 $1.2M
Saxon Interests, Inc. 0.34% Reduce -5.2% 3,642 $1.2M
Catalyst Funds Management Pty Ltd 0.07% Add +117.0% 3,641 $1.2M
Spinnaker Trust 0.06% Add +0.7% 3,632 $1.2M
CENTRAL TRUST Co 0.02% Reduce -0.6% 3,630 $1.2M
Archer Investment Corp 0.24% Add +2755.9% 3,627 $1.2M
Picton Mahoney Asset Management 0.01% Reduce -25.5% 3,625 $1.2M
Principle Wealth Partners LLC 0.06% Add +3.3% 3,616 $1.2M
International Assets Investment Management, LLC 0.07% Add +5.7% 3,450 $1.2M
RiverPark Advisors, LLC 0.59% Add +31.7% 3,528 $1.2M
KRS Capital Management, LLC 0.56% Reduce -0.1% 3,518 $1.2M
Triglav Investments, D.O.O. 0.06% No change 3,500 $1.2M
Jackson Thornton Wealth Management, LLC 0.09% Add +7.8% 3,492 $1.2M
Mattern Wealth Management LLC 0.19% No change 3,481 $1.2M
Sentry LLC 0.33% No change 3,461 $1.2M
Emprise Bank 0.43% Reduce -0.9% 3,453 $1.2M
Sippican Capital Advisors 0.72% No change 3,450 $1.2M
SYM FINANCIAL Corp 0.09% Add +0.9% 3,447 $1.2M
SVB Wealth LLC 0.07% Reduce -0.8% 3,422 $1.2M
Atlas Legacy Advisors, LLC 0.17% Add +17.3% 3,479 $1.2M
Balefire, LLC 0.19% Reduce -2.3% 3,405 $1.2M
Harbour Capital Advisors, LLC 0.21% Reduce -2.8% 3,321 $1.2M
Gratus Wealth Advisors, LLC 0.15% No change 3,387 $1.2M
American Trust Investment Advisors, LLC 0.57% No change 3,386 $1.2M
Financial Security Advisor, Inc. 0.19% Reduce -3.3% 3,369 $1.2M
LCNB Corp. 0.35% Reduce -3.9% 3,378 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +50.7% 3,377 $1.2M
Stonebridge Capital Management Inc. 0.55% Reduce -18.7% 3,367 $1.1M
Checchi Capital Advisers, LLC 0.07% Reduce -2.6% 3,366 $1.1M
Cigna Investments Inc. 0.15% Reduce -4.0% 3,362 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Reduce -0.3% 3,333 $1.1M
Diversify Advisory Services, LLC 0.02% New 3,170 $1.1M
Diversify Wealth Management, LLC 0.02% Add +11.7% 3,170 $1.1M
FC Advisory LLC 0.30% Reduce -16.0% 3,330 $1.1M
71 West Capital Partners 0.04% Add +62.1% 3,299 $1.1M
Granite Investment Partners, LLC 0.06% Add +14.3% 3,296 $1.1M
Edmond DE Rothschild Holding S.A. 0.01% No change 3,275 $1.1M
Keel Point, LLC 0.07% Add +10.4% 3,265 $1.1M
SageView Advisory Group, LLC 0.04% Add +4.0% 3,249 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Add +4.8% 3,243 $1.1M
Resurgent Financial Advisors LLC 0.31% Add +17.8% 3,220 $1.1M
Knightsbridge Asset Management, LLC 0.14% Add +7.2% 3,217 $1.1M
Flagship Harbor Advisors, LLC 0.04% No change 3,211 $1.1M
Mill Capital Management, LLC 0.07% No change 3,210 $1.1M
NORTHSTAR ASSET MANAGEMENT Co 0.21% No change 3,040 $1.1M
Vann Equity Management LLC 0.66% Add +28.7% 3,208 $1.1M
Welch Group, LLC 0.04% No change 3,204 $1.1M
Advisory Alpha, LLC 0.03% Add +96.2% 3,200 $1.1M
Soltis Investment Advisors LLC 0.06% Add +4.0% 3,194 $1.1M
QTR Family Wealth, LLC 0.38% Add +8.8% 3,190 $1.1M
Essential Partners LLC 0.50% Reduce -4.6% 3,190 $1.1M
Grove Bank & Trust 0.11% Add +7.2% 3,169 $1.1M
Drive Wealth Management, LLC 0.19% Add +29.9% 3,148 $1.1M
Invera Wealth Advisors, LLC 0.58% Reduce -12.5% 3,156 $1.1M
First Bank & Trust 0.16% Add +0.1% 3,149 $1.1M
Mitchell Sinkler & Starr 0.45% Reduce -0.3% 3,141 $1.1M
First American Bank 0.06% No change 3,134 $1.1M
ZEGA Investments, LLC 0.18% New 3,125 $1.1M
Pure Financial Advisors, LLC 0.01% Add +20.8% 3,118 $1.1M
Columbia Asset Management 0.18% Reduce -5.6% 3,112 $1.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.39% Add +5.1% 3,104 $1.1M
Stanley-Laman Group, Ltd. 0.11% Reduce -2.7% 3,101 $1.1M
Natural Investments, LLC 0.23% Add +0.8% 3,100 $1.1M
Meridian Wealth Advisors, LLC 0.12% Reduce -0.6% 3,098 $1.1M
Castlekeep Investment Advisors LLC 0.53% Reduce -6.7% 3,078 $1.0M
Carnegie Lake Advisors LLC 0.39% Reduce -7.5% 3,075 $1.0M
Advyzon Investment Management, LLC 0.08% Reduce -8.9% 3,070 $1.0M
Hilltop Holdings Inc. 0.08% Reduce -5.8% 3,050 $1.0M
RMR Wealth Builders 0.06% Reduce -1.3% 3,034 $1.0M
Everhart Financial Group, Inc. 0.07% Reduce -3.9% 3,027 $1.0M
Premier Path Wealth Partners, LLC 0.12% Reduce -0.5% 3,024 $1.0M
Profund Advisors LLC 0.03% Reduce -3.6% 3,022 $1.0M
Kennebec Savings Bank 0.83% Add +1.2% 3,021 $1.0M
United Asset Strategies, Inc. 0.07% Add +2.1% 3,002 $1.0M
Finivi Inc. 0.52% No change 3,000 $1.0M
Canopy Partners, LLC 0.31% Add +2.0% 3,000 $1.0M
Denali Advisors LLC 0.10% No change 3,000 $1.0M
Bull Street Advisors, LLC 0.47% No change 3,000 $1.0M
LRI Investments, LLC 0.08% Reduce -4.7% 2,994 $1.0M
Csenge Advisory Group 0.04% Add +3.1% 2,971 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -0.3% 2,957 $1.0M
Simmons Bank 0.06% Reduce -3.1% 2,947 $1.0M
CWS Financial Advisors, LLC 0.22% Add +14.4% 2,945 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.0% 2,943 $1.0M
Sovran Advisors, LLC 0.07% Add +5.4% 2,757 $1.0M
Avior Wealth Management, LLC 0.03% Reduce -3.0% 2,937 $1.0M
Cascade Financial Partners, LLC 0.09% New 2,928 $998K
HBK Sorce Advisory LLC 0.02% Add +10.1% 2,817 $993K
One Capital Management, LLC 0.03% No change 3,042 $992K
Avestar Capital, LLC 0.06% Reduce -19.9% 2,873 $980K
Qtron Investments LLC 0.13% Reduce -14.3% 2,871 $978K
Viawealth, LLC 0.49% Reduce -0.8% 2,870 $978K
Angeles Wealth Management, LLC 0.04% Add +47.6% 2,850 $974K
1ST Source Bank 0.04% Reduce -2.1% 2,855 $973K
Resonant Capital Advisors, LLC 0.05% Reduce -2.9% 2,842 $971K
Triad Wealth Partners, LLC 0.06% Add +17.7% 2,775 $966K
Segment Wealth Management, LLC 0.05% No change 2,832 $965K
Norden Group LLC 0.08% Add +22.0% 2,802 $955K
Rothschild Wealth LLC 0.08% Add +2.9% 2,800 $954K
PDS Planning, Inc 0.05% Add +3.3% 2,786 $949K
Hohimer Wealth Management, LLC 0.10% Add +4.4% 2,780 $947K
Merrion Investment Management Co, LLC 0.45% No change 2,771 $947K
44 Wealth Management LLC 0.31% Add +198.2% 2,755 $939K
Abound Wealth Management 0.19% Reduce -5.3% 2,738 $933K
Crescent Sterling, Ltd. 0.83% Add +7.9% 2,735 $932K
Waterloo Capital, L.P. 0.05% Add +0.6% 2,719 $927K
Keyes, Stange & Wooten Wealth Management, LLC 0.37% Reduce -1.4% 2,696 $919K
Transamerica Financial Advisors, LLC 0.08% Add +2.6% 2,687 $917K
Ranch Capital Advisors Inc. 0.29% Add +4.7% 2,679 $915K
Trust Co. of Toledo NA 0.08% Add +0.1% 2,683 $914K
HUB Investment Partners, LLC 0.02% Add +45.3% 2,674 $911K
Leavell Investment Management, Inc. 0.03% Add +0.8% 2,661 $909K
Rossmore Private Capital 0.07% No change 2,659 $906K
Ashton Thomas Private Wealth, LLC 0.02% Add +3.0% 2,650 $903K
Cross Staff Investments Inc 0.51% No change 2,649 $903K
City State Bank 0.20% Reduce -0.5% 2,623 $894K
WBH Advisory Inc. 0.06% Reduce -27.7% 2,612 $890K
Cambria Investment Management, L.P. 0.04% Add +18.8% 2,609 $889K
Dempze Nancy E 0.42% Reduce -7.1% 2,600 $886K
Armstrong Advisory Group, Inc. 0.05% Reduce -0.5% 2,597 $885K
Icon Wealth Advisors, LLC 0.05% Add +58.1% 2,592 $883K
Howard Capital Management, LLC 0.01% Add +63.5% 2,590 $883K
Sagewood Asset Management LP 0.20% Add +50.9% 2,589 $882K
Adelphi Trust Co 0.59% Add +21.2% 2,588 $882K
1776 Wealth LLC 0.31% Reduce -2.2% 2,584 $881K
Western Wealth Management, LLC 0.03% Reduce -0.2% 2,549 $868K
Greenfield Savings Bank 0.33% Reduce -2.3% 2,543 $867K
YANKCOM Partnership 0.31% Add +6.3% 2,529 $862K
ProCore Advisors, LLC 1.06% Reduce -0.8% 2,522 $859K
Everest Financial Group LLC 0.12% Add +3.3% 2,512 $856K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -19.6% 2,510 $855K
Kera Capital Partners, Inc. 0.08% Add +38.1% 2,510 $855K
Bannerstone Capital Management, LLC 0.72% Add +20.0% 2,508 $855K
PFG Investments, LLC 0.03% Add +6.4% 2,502 $852K
Knollwood Investment Advisory, LLC 0.08% No change 2,500 $852K
Monetary Management Group Inc. 0.17% No change 2,495 $850K
Fi3 FINANCIAL ADVISORS, LLC 0.20% Add +221.9% 5,102 $846K
S-Bank Fund Management Ltd 0.11% Reduce -23.9% 2,461 $839K
Mairs & Power Inc. 0.01% Add +0.7% 2,456 $837K
Valley Brook Capital Group, Inc. 0.47% Add +1.0% 2,455 $837K
Burford Brothers, Inc. 0.31% Reduce -0.7% 2,454 $836K
Destination Wealth Management 0.02% Add +5.5% 2,447 $834K
Firethorn Wealth Partners, LLC 0.27% Add +5.7% 2,434 $829K
Coign Capital Advisors LLC 0.37% Add +0.7% 2,425 $826K
Headinvest, LLC 0.15% Reduce -0.4% 2,419 $824K
Baker Ellis Asset Management LLC 0.09% Add +28.8% 2,414 $823K
Everett Harris & Co. 0.01% No change 2,412 $822K
Net Worth Advisory Group 0.21% Reduce -2.4% 2,410 $821K
Sky Investment Group LLC 0.13% Add +0.2% 2,409 $821K
Point Windward Advisors Inc. 0.37% No change 2,400 $818K
Bingham Private Wealth, LLC 0.56% Add +31.9% 2,391 $815K
SmartHarvest Portfolios, LLC 0.26% Add +17.3% 2,380 $811K
V-Square Quantitative Management LLC 0.08% Add +0.5% 2,380 $811K
Diversified Enterprises, LLC 0.04% Add +19.8% 2,379 $811K
Foundations Investment Advisors, LLC 0.01% Add +34.0% 2,375 $809K
Rehmann Capital Advisory Group 0.04% Reduce -1.9% 2,372 $808K
Montecito Bank & Trust 0.12% Reduce -2.6% 2,372 $808K
World Equity Group, Inc. 0.18% Reduce -50.7% 2,370 $808K
Cidel Asset Management Inc. 0.04% Add +3.2% 2,368 $807K
Mesirow Financial Investment Management, Inc. 0.01% No change 2,367 $807K
Riversedge Advisors, LLC 0.11% Add +41.3% 2,360 $804K
Connecticut Wealth Management, LLC 0.03% Reduce -26.8% 2,360 $804K
Burke & Herbert Bank & Trust Co. 0.20% No change 2,348 $800K
Aspiriant, LLC 0.02% Add +183.3% 2,343 $798K
Facet Wealth, Inc. 0.01% Add +98.9% 2,325 $792K
Walter & Keenan Wealth Management LLC /in/ 0.20% Add +1.3% 2,324 $792K
Supplemental Annuity Collective Trust of NJ 0.20% Reduce -6.6% 2,314 $788K
Patrick M Sweeney & Associates, Inc. 0.45% Add +2.7% 2,308 $786K
Means Investment Co., Inc. 0.06% Add +0.1% 2,304 $785K
Zions Bancorporation, National Association 0.05% Add +10.9% 2,292 $781K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.5% 2,290 $780K
Bison Wealth, LLC 0.07% Add +2.8% 2,187 $780K
Farrell Financial LLC 0.42% No change 2,286 $779K
AdvisorNet Financial, Inc 0.04% Reduce -2.6% 2,285 $779K
Covington Investment Advisors Inc. 0.10% No change 2,284 $778K
Abundance Wealth Counselors 0.05% Add +0.1% 2,280 $777K
Ticino Wealth 0.24% Add +9.2% 2,263 $771K
Purkiss Capital Advisors LLC 0.29% Add +4.1% 2,262 $771K
Evansbrook LLC 0.46% No change 2,258 $769K
Wick Capital Partners, LLC 0.12% Add +8.2% 2,257 $769K
TKG Advisors, LLC 0.27% Add +11.8% 2,242 $764K
Nicolet Bankshares Inc. 0.02% Add +0.7% 2,175 $762K
Argos Wealth Advisors, LLC 0.20% Add +30.5% 2,236 $762K
Thompson Siegel & Walmsley LLC 0.01% No change 2,221 $757K
Henry James International Management Inc. 0.23% No change 2,221 $757K
GS Investments, Inc. 0.55% Reduce -57.5% 2,215 $755K
West Family Investments, Inc. 0.22% Add +26.7% 2,214 $754K
Blake Schutter Theil Wealth Advisors, LLC 0.51% No change 2,206 $752K
Modera Wealth Management, LLC 0.01% Add +0.4% 2,190 $746K
Pflug Koory, LLC 0.30% Add +1.9% 2,184 $744K
Sandy Cove Advisors, LLC 0.19% Reduce -0.2% 2,180 $743K
Delta Investment Management, LLC 0.12% Add +1.0% 2,180 $743K
Ironwood Investment Counsel, LLC 0.10% Reduce -4.1% 2,172 $740K
G&S Capital LLC 0.21% Reduce -0.5% 2,165 $738K
Revolve Wealth Partners, LLC 0.08% Add +151.3% 2,151 $733K
Sax Wealth Advisors, LLC 0.03% Add +124.0% 2,238 $729K
Sunesis Advisors, LLC 0.30% Reduce -6.8% 2,136 $728K
PCM Encore, LLC 0.13% Reduce -2.3% 2,133 $727K
Boyar Asset Management Inc. 0.42% Reduce -47.6% 2,132 $726K
Murphy, Middleton, Hinkle & Parker, Inc. 0.30% No change 2,132 $726K
Foundation Resource Management Inc. 0.08% No change 2,129 $725K
Family Manage LLC 0.08% Reduce -12.3% 2,129 $725K
Goelzer Investment Management, Inc. 0.03% Reduce -9.7% 2,122 $723K
Center for Financial Planning, Inc. 0.07% Reduce -5.9% 2,121 $723K
Signal Advisors Wealth, LLC 0.04% Reduce -28.5% 2,115 $721K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +32.8% 2,113 $720K
Graybill Wealth Management, LTD. 0.19% No change 2,110 $719K
Forum Financial Management, LP 0.01% Reduce -1.6% 2,105 $717K
Somerville Kurt F 0.17% No change 2,100 $716K
FLC Capital Advisors 0.12% Reduce -9.6% 2,091 $712K
Strategic Financial Services, Inc. 0.03% No change 2,087 $711K
National Philanthropic Trust 0.01% Add +15.9% 2,087 $711K
Cardiff Park Advisors, LLC 0.06% Add +0.3% 2,086 $711K
Continuum Advisory, LLC 0.06% Add +13.2% 2,086 $711K
Regal Investment Advisors LLC 0.04% Add +4.8% 2,085 $710K
Liberty Square Wealth Partners LLC 0.17% No change 2,079 $708K
Total Clarity Wealth Management, Inc. 0.14% Reduce -52.4% 2,075 $707K
Sound View Wealth Advisors Group, LLC 0.04% Add +2.4% 2,069 $705K
Avidian Wealth Enterprises, LLC 0.02% Add +11.3% 2,066 $704K
American Trust 0.05% Reduce -9.7% 2,066 $704K
MidFirst Bank 0.05% Add +6.5% 2,055 $700K
Sawyer & Company, Inc 0.23% Add +1.1% 2,053 $700K
Bolthouse Investments, LLC 0.57% No change 2,050 $699K
Cetera Trust Company, N.A 0.35% No change 2,050 $699K
L2 Asset Management, LLC 0.07% Add +1.6% 2,046 $697K
Baron Wealth Management LLC 0.18% Add +0.1% 2,044 $697K
Moneco Advisors, LLC 0.04% Add +8.7% 2,043 $696K
RFG Advisory, LLC 0.01% Add +42.5% 2,037 $694K
Boston Family Office LLC 0.04% Add +9.3% 2,035 $693K
Peddock Capital Advisors, LLC 0.14% No change 2,025 $690K
Ausdal Financial Partners, Inc. 0.03% Add +1.1% 2,022 $689K
Legacy Advisors, LLC 0.06% New 2,008 $686K
Johnson Financial Group, LLC 0.04% Add +5.0% 2,006 $684K
OpenArc Corporate Advisory, LLC 0.01% Add +9.4% 2,001 $682K
Valley Forge Investment Consultants Inc. Adv 0.18% No change 2,000 $681K
Northside Capital Management, LLC 0.06% No change 1,996 $680K
First City Capital Management, Inc. 0.33% Reduce -0.3% 1,992 $679K
Shelton Capital Management 0.01% Reduce -2.3% 1,991 $678K
Hancock Whitney Corp. 0.01% Reduce -9.0% 1,989 $678K
Blue Water Asset Management 0.22% Add +0.1% 1,980 $675K
Kovack Advisors, Inc. 0.03% Add +6.1% 1,958 $674K
Jefferies Financial Group Inc. 0.01% Reduce -39.8% 1,959 $668K
Strathmore Capital Advisors, Inc. 0.18% Reduce -6.5% 1,878 $666K
Vantage Point Financial LLC 0.20% Add +1.2% 1,955 $666K
Fulton Bank, N.A. 0.02% Reduce -18.6% 1,951 $665K
Private Wealth Asset Management, LLC 0.06% Add +120.7% 1,949 $664K
Stiles Financial Services Inc 0.17% Reduce -4.1% 1,948 $664K
Tannin Capital LLC 0.44% Add +22.2% 1,944 $662K
Richardson Financial Services Inc. 0.38% Add +29.1% 1,943 $662K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -5.1% 1,941 $661K
Northwest Wealth Management, LLC 0.09% Reduce -4.8% 1,933 $659K
Cypress Capital Group 0.06% Add +74.6% 1,922 $655K
Gateway Investment Advisers LLC 0.01% Reduce -43.9% 1,919 $654K
Shore Point Advisors, LLC 0.22% No change 1,912 $652K
Miller Capital Partners, Inc. 0.26% No change 1,911 $651K
Everpar Advisors LLC 0.19% Add +0.2% 1,910 $651K
Appleton Partners Inc. 0.04% Reduce -0.8% 1,908 $650K
Worth Financial Advisory Group, LLC 0.27% New 1,906 $649K
Expressive Wealth LLC 0.61% Add +7.2% 1,893 $645K
Smithfield Trust Co 0.03% No change 1,897 $645K
Sage Private Wealth Group, LLC 0.29% Add +3.4% 1,893 $645K
Essex Bank 0.14% Reduce -1.4% 1,891 $644K
HighPoint Advisor Group LLC 0.02% No change 1,875 $639K
Oakworth Capital, Inc. 0.03% Add +3.5% 1,839 $639K
Ascentis Wealth Management, LLC 0.11% Add +4.2% 1,872 $638K
Hara Capital LLC 0.34% No change 1,862 $636K
Hilton Head Capital Partners, LLC 0.32% Reduce -3.9% 1,863 $635K
MCF Advisors LLC 0.02% No change 1,854 $634K
Investment Research Partners LLC 0.21% Add +21.4% 1,850 $630K
Childress Capital Advisors, LLC 0.10% Reduce -5.4% 1,848 $630K
Collaborative Fund Advisors, LLC 0.37% Add +6.3% 1,846 $629K
Apella Capital, LLC 0.01% Add +4.1% 1,741 $626K
FSM Wealth Advisors, LLC 0.07% Add +1.4% 1,831 $624K
Kathmere Capital Management, LLC 0.03% Add +31.6% 1,823 $621K
First County Bank 0.29% Add +2.8% 1,822 $621K
Atlanta Consulting Group Advisors, LLC 0.10% Reduce -6.0% 1,818 $619K
Phillips Wealth Planners LLC 0.46% Add +0.5% 1,724 $619K
May Hill Capital, LLC 0.13% Add +2.5% 1,815 $618K
Dagco, Inc. 0.11% Add +7.0% 1,813 $618K
Harbor Investment Advisory, LLC 0.04% Add +9.4% 1,810 $617K
Cary Street Partners Investment Advisory LLC 0.12% Reduce -2.3% 1,792 $611K
Global X Japan Co., Ltd. 0.02% Reduce -10.6% 1,792 $611K
Blue Trust, Inc. 0.01% Reduce -15.6% 1,778 $606K
Mayflower Financial Advisors, LLC 0.05% Reduce -1.1% 1,776 $605K
Investment Partners Asset Management, Inc. 0.34% Reduce -1.1% 1,774 $604K
Independent Financial Group, LLC 0.01% Add +2.2% 1,773 $604K
Aprio Wealth Management, LLC 0.03% Reduce -6.9% 1,772 $604K
Coerente Capital Management 0.11% Add +0.9% 1,765 $601K
Compagnie Lombard Odier SCmA 0.01% Reduce -31.2% 1,765 $601K
Versant Capital Management, Inc 0.05% Add +38.0% 1,763 $601K
Northeast Investment Management 0.02% Reduce -4.2% 1,763 $601K
Tandem Wealth Advisors LLC 0.24% Add +6.7% 1,750 $596K
Prestige Wealth Management Group LLC 0.11% Add +33.0% 1,743 $596K
StrongBox Wealth, LLC 0.17% Add +0.9% 1,744 $594K
Quent Capital, LLC 0.04% Add +35.8% 1,724 $588K
3Chopt Investment Partners, LLC 0.11% Add +11.1% 1,716 $586K
Wagner Wealth Management, Corp 0.47% Reduce -2.3% 1,710 $583K
Tributary Capital Management, LLC 0.05% No change 1,705 $581K
Rede Wealth, LLC 0.19% No change 1,703 $580K
Legal Advantage Investments, Inc. 0.20% Reduce -2.9% 1,700 $579K
Ameritas Advisory Services, LLC 0.01% Reduce -48.0% 1,699 $579K
Okabena Investment Services Inc. 0.10% No change 1,696 $578K
Gladstone Institutional Advisory LLC 0.02% Reduce -2.6% 1,695 $578K
Fiduciary Family Office, LLC 0.14% Add +43.8% 1,693 $577K
1834 Investment Advisors Co. 0.07% Add +3.9% 1,692 $577K
Clearwave Capital, LLC 0.32% Add +0.3% 1,690 $576K
E&G Advisors, LLC 0.11% No change 1,689 $576K
Tilia Fiduciary Partners, Inc. 0.27% Reduce -1.4% 1,681 $573K
Avail Investment Partners, LLC 0.44% Add +38.0% 1,679 $572K
Bill Few Associates, Inc. 0.12% Add +112.0% 1,677 $571K
Clearstead Trust, LLC 0.07% Add +2.1% 1,671 $569K
South Plains Financial, Inc. 0.30% Reduce -1.6% 1,655 $564K
Conning Inc. 0.02% No change 1,648 $562K
MFA Wealth Services 0.33% Reduce -3.7% 1,638 $558K
Bank of New Hampshire 0.12% No change 1,637 $558K
Strategic Wealth Partners, Ltd. 0.03% Reduce -7.7% 1,632 $556K
PGIM Custom Harvest LLC 0.01% Add +17.5% 1,631 $556K
Edgestream Partners, L.P. 0.02% Add +48.5% 1,623 $553K
W.H. Cornerstone Investments Inc. 0.31% Add +36.3% 1,619 $552K
Empower Advisory Group, LLC 0.00% Add +7.4% 1,618 $551K
Atlas Capital Advisors Inc. 0.06% No change 1,614 $550K
State of Wyoming 0.06% Add +34.2% 1,613 $550K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.2% 1,612 $549K
Nilsine Partners, LLC 0.04% Add +1.4% 1,606 $547K
GHP Investment Advisors, Inc. 0.02% No change 1,605 $547K
Interchange Capital Partners, LLC 0.10% Add +19.1% 1,605 $547K
Flatrock Wealth Partners LLC 0.21% Add +8.1% 1,596 $545K
Elevatus Welath Management 0.13% New 1,597 $544K
Patron Partners, LLC 0.21% Reduce -5.6% 1,596 $544K
Bell Bank 0.02% Reduce -7.9% 1,595 $543K
Florida Financial Advisors, LLC 0.09% Add +10.0% 1,593 $543K
Defiance ETFs, LLC 0.01% Add +18.4% 1,544 $543K
Eagle Bluffs Wealth Management LLC 0.18% Reduce -2.8% 1,586 $542K
Aspire Growth Partners LLC 0.31% Reduce -2.6% 1,589 $541K
Zhang Financial LLC 0.02% Add +0.8% 1,586 $540K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,576 $538K
Quotient Wealth Partners, LLC 0.01% Add +11.1% 1,573 $536K
Ethos Financial Group, LLC 0.04% Reduce -4.6% 1,481 $536K
Bridgewater Advisors Inc. 0.03% Reduce -1.9% 1,560 $534K
Oslo Pensjonsforsikring AS 0.06% Add +20.7% 1,562 $532K
Madrid Wealth Management, LLC 0.35% No change 1,545 $526K
Heron Bay Capital Management 0.05% No change 1,545 $526K
Associated Banc-Corp 0.01% Reduce -3.7% 1,543 $526K
Freestone Capital Holdings, LLC 0.01% Reduce -3.1% 1,542 $525K
Palisade Asset Management, LLC 0.05% No change 1,541 $525K
Vermillion & White Wealth Management Group, LLC 0.27% No change 1,540 $525K
OneAscent Financial Services LLC 0.03% New 1,534 $523K
OneAscent Wealth Management LLC 0.16% New 1,533 $522K
Ables, Iannone, Moore & Associates, Inc. 0.28% No change 1,531 $522K
Mainsail Asset Management, LLC 0.20% Reduce -31.3% 1,479 $521K
BSW Wealth Partners 0.06% Reduce -34.1% 1,528 $520K
Summit Global Investments 0.03% Reduce -17.1% 1,525 $520K
Kornitzer Capital Management Inc. 0.01% Add +65.0% 1,525 $520K
Broyhill Asset Management, LLC 0.46% No change 1,523 $519K
BIP Wealth, LLC 0.01% Add +5.4% 1,520 $518K
Evernest Financial Advisors, LLC 0.11% Reduce -1.9% 1,518 $517K
Hantz Financial Services, Inc. 0.01% Reduce -14.6% 1,513 $516K
Ballast Rock Private Wealth LLC 0.24% Add +0.2% 1,503 $514K
Steinberg Asset Management LLC 0.32% No change 1,500 $513K
Roberts Glore & Co. Inc. 0.13% No change 1,503 $512K
LeClair Wealth Partners LLC 0.26% Reduce -24.9% 1,486 $506K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -27.6% 1,480 $504K
Cushing Capital Partners, LLC 0.35% Reduce -0.9% 1,480 $504K
Salvus Wealth Management, LLC 0.28% Reduce -10.7% 1,479 $504K
Astoria Portfolio Advisors LLC. 0.08% Reduce -1.1% 1,472 $501K
Wealth Science Advisors LLC 0.22% Reduce -6.9% 1,468 $500K
Pointe Capital Management LLC 0.22% Add +1.4% 1,459 $497K
Manchester Capital Management LLC 0.06% Add +1.7% 1,459 $497K
MQS Management LLC 0.61% New 1,457 $496K
Simplicity Wealth,LLC 0.02% Add +36.3% 1,456 $496K
UNIVEST FINANCIAL Corp 0.02% Reduce -0.1% 1,452 $495K
Root Financial Partners, LLC 0.02% Add +26.3% 1,450 $494K
Strong Retirement Solutions LLC 0.30% Reduce -37.1% 1,449 $494K
Optas, LLC 0.07% Add +12.3% 1,435 $489K
Sfmg, LLC 0.03% Add +9.2% 1,431 $487K
Sapient Capital LLC 0.01% Reduce -48.8% 1,416 $484K
IFC Advisors LLC 0.06% Add +8.4% 1,419 $484K
First Western Trust Bank 0.02% Add +0.2% 1,419 $484K
Cornerstone Advisory, LLC 0.04% Add +4.0% 1,410 $481K
Moss Adams Wealth Advisors LLC 0.03% Reduce -2.8% 1,401 $479K
MJP Associates Inc. 0.05% Reduce -17.2% 1,404 $478K
Lynch & Associates 0.08% Add +16.2% 1,401 $477K
Carson Advisory Inc. 0.22% Add +1.3% 1,398 $476K
Am Investment Strategies LLC 0.09% Reduce -3.5% 1,391 $474K
Earned Wealth Advisors, LLC 0.03% Reduce -49.8% 1,385 $472K
Klingman & Associates, LLC 0.02% Add +1.3% 1,385 $472K
Worthington Financial Partners, LLC 0.39% No change 1,381 $471K
Courier Capital LLC 0.02% No change 1,374 $468K
Kintra Wealth, LLC 0.02% Add +25.3% 1,359 $468K
Crux Wealth Advisors 0.16% Add +0.1% 1,374 $468K
Independence Bank of Kentucky 0.05% Reduce -13.5% 1,373 $468K
Wynn Capital, LLC 0.21% Add +6.6% 1,372 $467K
Peak Planning Group, LLC 0.11% Reduce -6.8% 1,368 $466K
Sterling Wealth Management, Inc. 0.11% New 1,355 $462K
Bollard Group LLC 0.01% Add +0.2% 1,347 $459K
111 Capital 0.08% Reduce -25.5% 1,347 $459K
Allegiance Financial Group Advisory Services LLC 0.08% Reduce -2.3% 1,342 $459K
Curat Global, LLC 0.37% Reduce -32.8% 1,253 $458K
Councilmark Asset Management, LLC 0.24% No change 1,339 $456K
Flavin Financial Services, Inc. 0.26% New 1,338 $456K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Add +8.9% 1,336 $455K
Tyche Wealth Partners LLC 0.06% Add +2.1% 1,332 $454K
waypoint wealth counsel 0.28% Reduce -54.0% 1,332 $454K
MBL Wealth, LLC 0.03% Add +22.9% 1,332 $454K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -2.5% 1,331 $453K
RMR Capital Management, LLC 0.31% No change 1,325 $451K
LMR Partners LLP 0.00% New 1,323 $451K
Paces Ferry Wealth Advisors, LLC 0.17% Reduce -3.7% 1,320 $450K
CenterBook Partners LP 0.02% Reduce -89.4% 1,315 $448K
Northern Financial Advisors Inc 0.30% Add +0.7% 1,315 $448K
LightSquare Wealth Management, LLC 0.31% Reduce -17.7% 1,314 $448K
Alerus Financial NA 0.02% No change 1,311 $447K
Strategy Asset Managers LLC 0.07% Reduce -1.1% 1,310 $446K
Tradewinds, LLC. 0.10% Add +6564.0% 51,046 $445K
Revisor Wealth Management LLC 0.11% Reduce -6.6% 1,302 $445K
McAdam, LLC 0.02% New 1,302 $444K
Orange Investment Advisors, Inc. 0.05% Reduce -0.6% 1,300 $443K
E Fund Management Co., Ltd. 0.01% Reduce -4.3% 1,296 $442K
Strategic Investment Advisors / MI 0.03% Reduce -1.4% 1,291 $440K
Strategic Advisors LLC 0.10% Reduce -1.5% 1,286 $438K
Zacks Investment Management 0.00% Add +14.9% 1,284 $438K
Odyssean, LLC 0.07% Reduce -52.4% 1,280 $436K
Boothbay Fund Management, LLC 0.01% Reduce -46.1% 1,277 $435K
Proffitt & Goodson Inc. 0.06% Add +0.6% 1,275 $434K
Integrated Advisors Network LLC 0.02% Reduce -0.1% 1,275 $434K
Accredited Investors Inc. 0.02% Add +23.4% 1,268 $432K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.8% 1,268 $432K
Hemenway Trust Co LLC 0.03% Reduce -1.6% 1,260 $429K
Trust Co of the South 0.06% No change 1,258 $429K
Elgethun Capital Management 0.06% Add +3.1% 1,257 $428K
Private Capital Management, LLC 0.04% No change 1,257 $428K
Linden Thomas Advisory Services, LLC 0.03% Add +15.0% 1,257 $428K
Guardian Wealth Advisors, LLC 0.21% Add +4.2% 1,257 $428K
Alta Advisers Ltd 0.10% Reduce -11.3% 1,256 $428K
Quaker Wealth Management, LLC 0.12% Add +0.3% 1,254 $427K
Campbell & CO Investment Adviser LLC 0.02% New 1,253 $427K
Tuttle Capital Management, LLC 0.29% New 1,242 $423K
Portside Wealth Group, LLC 0.05% Reduce -0.8% 1,236 $421K
Belpointe Asset Management LLC 0.01% Add +0.2% 1,235 $421K
Sage Financial Management Group, Inc. 0.12% No change 1,235 $421K
Capital Analysts, LLC 0.01% Add +4.0% 1,233 $420K
Tower Bridge Advisors 0.04% No change 1,228 $418K
Wetzel Investment Advisors, Inc. 0.15% Reduce -17.8% 1,223 $418K
Naviter Wealth, LLC 0.04% Add +13.0% 1,222 $418K
BlackDiamond Wealth Management, LLC 0.17% Reduce -5.0% 1,198 $417K
Park Edge Advisors, LLC 0.09% No change 1,224 $417K
BostonPremier Wealth LLC 0.18% No change 1,223 $417K
Corps Capital Advisors, LLC 0.34% No change 1,220 $416K
Planned Solutions, Inc. 0.12% Add +7.9% 1,219 $415K
CVA Family Office, LLC 0.04% Reduce -1.9% 1,218 $415K
Discipline Wealth Solutions, LLC 0.04% Reduce -1.7% 1,213 $413K
Pacific Capital Wealth Advisors, Inc. 0.06% No change 1,212 $413K
JM2 Capital Inc. 0.28% Reduce -0.4% 1,209 $412K
Evermay Wealth Management LLC 0.04% Add +10.6% 1,207 $411K
Promethium Advisors,llc 0.20% No change 1,203 $411K
Innovative Asset Advisors Group, LLC 0.18% Add +17.5% 1,202 $411K
Cornerstone Wealth Group, LLC 0.02% Add +26.9% 1,204 $410K
Busey Bank 0.01% Add +15.1% 1,203 $410K
Plancorp, LLC 0.01% Reduce -48.0% 1,149 $408K
Alvarez & Marsal Private Wealth Partners, LLC 0.05% Reduce -39.4% 1,194 $407K
Saturna Capital Corp. 0.01% No change 1,170 $407K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,192 $406K
Broadwater Capital Management LLC 0.29% No change 1,190 $405K
Arjuna Capital 0.09% Add +0.6% 1,188 $405K
Vicus Capital 0.03% Reduce -2.2% 1,187 $404K
Sharp Wealth Advisory, LLC 0.19% Add +9.2% 1,182 $403K
Carret Asset Management, LLC 0.04% No change 1,181 $402K
Goldstein Advisors, LLC 0.04% Add +28.1% 1,179 $402K
Visionary Wealth Advisors 0.02% No change 1,177 $401K
Norway Savings Bank 0.17% No change 1,175 $400K
QP Wealth Management, LLC 0.57% Reduce -27.8% 1,174 $400K
Hexagon Capital Partners LLC 0.06% Add +11.8% 1,173 $400K
Farmers National Bank 0.08% Reduce -3.9% 1,171 $399K
SteelPeak Wealth, LLC 0.01% Add +87.6% 1,167 $398K
Founders Financial Alliance, LLC 0.05% Add +0.9% 1,169 $398K
American Institute for Advanced Investment Management, LLP 0.23% No change 1,240 $398K
Gen-Wealth Partners Inc 0.11% Reduce -9.5% 1,166 $397K
Linscomb Wealth, Inc. 0.02% Reduce -9.7% 1,163 $396K
Breakwater Capital Group 0.05% Add +0.3% 1,156 $394K
Stone House Investment Management, LLC 0.05% Add +1.1% 1,152 $392K
Piedmont Capital Management, LLC 0.24% Reduce -21.1% 1,150 $392K
Cromwell Holdings LLC 0.18% No change 1,146 $392K
Intellectus Partners, LLC 0.07% Add +9.5% 1,144 $391K
Argyle Capital Partners, LLC 0.25% No change 1,146 $390K
Vanguard National Trust Co 0.02% Reduce -6.8% 1,146 $390K
BW Gestao de Investimentos Ltda. 0.01% New 1,146 $390K
KPP Advisory Services LLC 0.05% Reduce -2.7% 1,143 $389K
FAS Wealth Partners, Inc. 0.02% Add +0.1% 1,143 $389K
Souders Financial Advisors 0.04% Reduce -17.2% 1,136 $387K
United Advisor Group, LLC 0.04% Reduce -1.6% 1,134 $387K
First American Trust, FSB 0.02% Reduce -0.9% 1,133 $386K
Foster Group, Inc. 0.01% Add +5.6% 1,130 $385K
Guardian Wealth Advisors, LLC / NC 0.02% Add +0.8% 1,125 $383K
Lifeworks Advisors, LLC 0.04% New 1,123 $383K
Reliant Investment Partners, LLC 0.26% Reduce -0.5% 1,120 $382K
Integrity Advisory Solutions, LLC 0.04% Add +32.9% 1,118 $381K
Anchyra Partners LLC 0.09% Add +4.9% 1,116 $380K
Sargent Investment Group, LLC 0.05% Add +0.1% 1,115 $380K
LaSalle St. Investment Advisors, LLC 0.05% Add +0.2% 1,109 $378K
McLean Asset Management Corp 0.05% Reduce -1.1% 1,072 $376K
Chilton Capital Management LLC 0.01% Reduce -4.3% 1,101 $375K
IMZ Advisory Inc 0.12% Add +0.3% 1,098 $374K
Symphony Financial, Ltd. Co. 0.04% Reduce -30.3% 1,093 $373K
Brookwood Investment Group LLC 0.04% Add +64.0% 1,089 $371K
Good Harbor Advisors, Inc. 0.36% Reduce -14.0% 1,083 $369K
Moment Partners, LLC 0.07% Add +2.9% 1,081 $368K
ING Groep NV 0.00% Reduce -93.5% 1,080 $368K
Fielder Capital Group LLC 0.08% Reduce -15.2% 1,079 $368K
Nolet Wealth Management, LLC 0.20% No change 1,075 $366K
Innova Wealth Partners 0.15% Reduce -0.2% 1,073 $365K
Valtrion Capital Management, LLC 0.27% Add +8.1% 1,065 $363K
Wellington Shields & Co., LLC 0.08% No change 1,061 $362K
RFG - Bristol Wealth Advisors, LLC 0.09% Reduce -4.4% 1,060 $361K
Earnest Partners LLC 0.00% Add +2.1% 1,059 $361K
Laurion Capital Management LP 0.03% New 1,057 $360K
Wealth Management Associates, Inc. 0.10% No change 1,055 $359K
Dorato Capital Management 0.24% No change 1,033 $359K
Westfuller Advisors, LLC 0.13% Reduce -1.1% 1,049 $358K
Sicart Associates LLC 0.09% No change 1,050 $358K
CreativeOne Wealth, LLC 0.01% Reduce -5.0% 1,048 $357K
Compass Ion Advisors, LLC 0.03% Add +7.7% 1,046 $356K
Monument Capital Management 0.07% New 1,044 $356K
Stratos Investment Management, LLC 0.01% Reduce -7.4% 1,039 $354K
VeraBank, N.A. 0.06% No change 1,039 $354K
Ponta Wealth Partners, LLC 0.19% Add +64.3% 1,035 $353K
Aware Super Pty Ltd as trustee of Aware Super 0.01% No change 1,032 $352K
Argentarii, LLC 0.11% New 1,011 $351K
Sunflower Bank, N.A. 0.08% Reduce -9.3% 1,028 $350K
Parthenon LLC 0.04% No change 1,027 $350K
Burling Wealth Partners, LLC 0.05% Reduce -5.1% 1,022 $348K
Chapin Davis, Inc. 0.06% Reduce -1.4% 1,020 $348K
BankChampaign, National Association 0.27% Reduce -4.3% 1,020 $348K
San Luis Wealth Advisors LLC 0.05% Add +2.0% 1,017 $347K
Thompson David Blair 0.17% New 1,016 $346K
Wealth Alliance, LLC 0.03% Add +7.2% 1,015 $346K
NorthRock Partners, LLC 0.01% Reduce -4.7% 1,015 $346K
Pinion Investment Advisors, LLC 0.07% New 1,012 $345K
Atwater Malick LLC 0.07% No change 1,010 $344K
HMS Capital Management, LLC 0.13% Reduce -0.9% 1,005 $342K
Provenance Wealth Advisors, LLC 0.03% Add +40.2% 1,004 $342K
Duncker Streett & Co. Inc. 0.06% No change 1,003 $342K
SeaCrest Wealth Management, LLC 0.04% Reduce -54.2% 1,003 $342K
RBF Capital, LLC 0.01% No change 1,000 $341K
Schwartz Investment Counsel Inc. 0.01% No change 1,000 $341K
Paladin Advisory Group, LLC 0.23% No change 998 $340K
Keystone Financial Group 0.02% New 997 $340K
Hyperion Capital Advisors LP 0.15% No change 995 $339K
Rinkey Investments 0.08% Add +20.2% 987 $336K
Zullo Investment Group, Inc. 0.11% Reduce -4.8% 984 $335K
Quarry LP 0.05% Add +446.7% 984 $335K
Parnassus Investments, LLC 0.00% Add +0.7% 983 $335K
CYBER HORNET ETFs LLC 0.19% Reduce -2.3% 982 $335K
Tandem Investment Partners LLC 0.26% Add +6.6% 981 $334K
EJMK Ventures LLC 0.15% Reduce -12.8% 973 $332K
Somerset Group LLC 0.23% No change 954 $332K
Alteri Wealth LLC 0.09% Add +55.7% 970 $331K
Fiduciary Financial Group, LLC 0.04% Add +18.1% 968 $330K
Abacus Planning Group, Inc. 0.04% Reduce -55.3% 963 $328K
Excalibur Management Corp. 0.11% Add +3.1% 963 $328K
WoodTrust Financial Corp 0.04% Add +0.5% 962 $328K
Elyxium Wealth, LLC 0.03% Add +50.0% 960 $327K
GTS Securities LLC 0.01% Reduce -60.1% 959 $327K
Echo45 Advisors LLC 0.17% Add +7.2% 959 $327K
Ellsworth Advisors, LLC 0.05% New 967 $326K
Portfolio Design Labs, LLC 0.05% Add +0.1% 951 $324K
Fragasso Financial Advisors Inc 0.02% Add +10.4% 951 $324K
StoneX Group Inc. 0.01% Add +53.4% 942 $322K
Regent Peak Wealth Advisors LLC 0.06% Add +5.2% 944 $322K
Retirement Planning Group, LLC 0.01% Add +34.1% 943 $321K
Pacifica Partners Inc. 0.10% No change 890 $321K
Ridgewood Investments LLC 0.12% Reduce -29.9% 943 $321K
Verum Partners LLC 0.05% Add +1.2% 941 $321K
Sompo Asset Management Co., Ltd. 0.05% Add +22.1% 940 $320K
Womack Financial LLC 0.21% Reduce -3.9% 935 $319K
Cullinan Associates Inc. 0.02% Add +5.7% 932 $318K
Falcon Wealth Planning 0.02% Reduce -12.6% 931 $317K
Diligent Investors, LLC 0.07% No change 931 $317K
M.E. Allison & Co., Inc. 0.18% Reduce -1.8% 925 $315K
BlueChip Wealth Advisors LLC 0.12% No change 921 $314K
True Wealth Design, LLC 0.07% Add +17.9% 920 $313K
RB Capital Management, LLC 0.06% Reduce -3.8% 920 $313K
Werba Rubin Papier Wealth Management 0.04% Reduce -2.6% 918 $313K
Asset One Wealth Management LLC 0.03% Add +2.0% 925 $312K
Family Wealth Partners, LLC 0.10% Add +2.4% 914 $311K
J. Safra Sarasin Holding AG 0.00% New 912 $311K
JT Stratford LLC 0.03% Reduce -69.8% 910 $310K
Sovereign Investment Advisors, LLC 0.06% Add +12.4% 907 $310K
Capstone Wealth Management, LLC 0.14% New 909 $310K
Guardian Capital, LLC 0.25% Reduce -15.0% 908 $309K
OneAscent Investment Solutions LLC 0.29% New 905 $308K
Harrington Investments, INC 0.15% No change 901 $307K
Southeast Asset Advisors, LLC 0.03% No change 901 $307K
Hazlett, Burt & Watson, Inc. 0.08% No change 898 $307K
Aua Capital Management, LLC 0.14% No change 900 $307K
Princeton Capital Management LLC 0.07% No change 900 $307K
New Republic Capital, LLC 0.07% Add +26.7% 897 $306K
Wayfinding Financial, LLC 0.12% Reduce -0.4% 895 $306K
Bluespring Wealth Management, LLC 0.01% New 894 $305K
Basecamp Wealth Advisors LLC 0.06% Reduce -0.2% 893 $304K
OneAscent Family Office, LLC 0.15% New 892 $304K
Triangle Securities Wealth Management 0.06% No change 892 $304K
Samalin Investment Counsel, LLC 0.10% Reduce -4.1% 892 $304K
Bahl & Gaynor LLC 0.00% Add +32.8% 891 $304K
AlTi Global, Inc. 0.01% New 888 $303K
Focus Financial Network, Inc. 0.01% Reduce -30.7% 887 $303K
Genesis Private Wealth, LLC 0.09% Add +0.3% 889 $303K
Northeast Planning Associates, Inc. / NH / 0.23% No change 889 $303K
Bedel Financial Consulting, Inc. 0.03% No change 888 $303K
Sound Financial Strategies Group, LLC 0.19% Add +0.7% 886 $302K
Aviso Financial Inc. 0.01% Add +6.1% 882 $301K
Center for Wealth Management Advisory 0.19% Add +3.0% 882 $300K
55 North Private Wealth, LLC 0.06% Add +29.0% 881 $300K
Hudson Bay Capital Management LP 0.00% New 880 $300K
Beck Mack & Oliver LLC 0.01% No change 878 $299K
New England Professional Planning Group Inc. 0.11% No change 877 $299K
Ervin Investment Management, LLC 0.16% Add +30.6% 875 $298K
Requisite Capital Management, LLC 0.05% No change 870 $297K
Americana Partners, LLC 0.01% Reduce -27.1% 872 $297K
Traynor Capital Management, Inc. 0.01% Add +1.8% 871 $297K
Altfest L J & Co. Inc. 0.03% Reduce -0.8% 869 $296K
Spartan Wealth Advisory Services LLC 0.02% Reduce -0.8% 863 $294K
Aviance Capital Partners, LLC 0.03% No change 862 $294K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +9.0% 859 $293K
Calydon Capital 0.04% No change 860 $293K
Financial Solutions Advisory Group, Inc. 0.04% Add +1.2% 841 $293K
Global Assets Advisory, LLC 0.06% Reduce -2.9% 830 $292K
Capital Investment Management, Inc. 0.09% Reduce -0.1% 856 $292K
Crown Wealth Group, LLC 0.07% Add +1.1% 855 $291K
Pines Wealth Management, LLC 0.08% Add +33.7% 853 $291K
First Foundation Advisors 0.01% Add +5.8% 852 $290K
D'Orazio & Associates, Inc. 0.03% Add +0.9% 851 $290K
Moody National Bank Trust Division 0.02% No change 850 $290K
Avantax Planning Partners, Inc. 0.01% No change 850 $290K
Founders Financial Securities LLC 0.01% Add +0.1% 848 $289K
Financial Management Professionals, Inc. 0.03% Add +0.2% 844 $288K
AlphaGrep UK Ltd 0.09% Reduce -38.9% 844 $288K
Walsky Investment Management, Inc. 0.27% No change 842 $287K
LifeGoal Investments, LLC 0.13% Add +11.4% 842 $287K
WT Wealth Management 0.08% No change 842 $287K
Deseret Mutual Benefit Administrators 0.09% Reduce -7.0% 841 $287K
Dymon Asia Capital (singapore) Pte. LTD. 0.05% Reduce -44.1% 839 $286K
Dover Advisors, LLC 0.12% Add +19.8% 909 $285K
Avise Financial Cooperative, Inc. 0.20% Reduce -9.2% 835 $285K
Leelyn Smith, LLC 0.03% Add +8.4% 835 $285K
Fairfield, Bush & Co. 0.14% Reduce -1.2% 830 $283K
Jacobsen Capital Management 0.08% No change 829 $282K
Drucker Wealth 3.0, LLC 0.04% Add +9.7% 828 $282K
Renaissance Group LLC 0.01% Reduce -2.5% 827 $282K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.3% 825 $281K
Salzhauer Michael 0.10% No change 824 $281K
Intrua Financial, LLC 0.03% Add +9.6% 824 $281K
Barry Investment Advisors, LLC 0.06% Reduce -1.0% 822 $281K
Rodgers Brothers Inc. 0.03% No change 823 $280K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 822 $280K
Coppell Advisory Solutions LLC 0.02% New 219 $280K
Fiduciary Alliance LLC 0.02% Reduce -1.1% 819 $279K
Voya Financial Advisors, Inc. 0.02% Reduce -24.7% 810 $278K
Box Hill Private Wealth LLC 0.22% Reduce -5.2% 814 $277K
FDx Advisors, Inc. 0.08% Reduce -16.2% 813 $277K
BancFirst Trust & Investment Management 0.12% New 803 $276K
Abacus Wealth Partners, LLC 0.03% Reduce -11.0% 809 $276K
Prostatis Group LLC 0.06% New 808 $275K
Leuthold Group, LLC 0.03% Add +1.0% 804 $274K
BankPlus Trust Department 0.06% No change 803 $274K
Rainey & Randall Wealth Advisors Inc. 0.04% No change 800 $273K
Advus Financial Partners, LLC 0.06% Reduce -1.7% 802 $273K
Westbourne Investments, Inc. 0.11% Reduce -29.6% 800 $273K
Clark Estates Inc. 0.06% No change 800 $273K
Balboa Wealth Partners 0.04% Reduce -4.1% 800 $273K
Bragg Financial Advisors, Inc 0.01% Reduce -10.3% 795 $271K
Victory Financial Group, LLC 0.03% Reduce -1.7% 792 $270K
Vantus Wealth LLC 0.14% — 790 $269K
Salem Investment Counselors Inc. 0.01% Add +7.7% 787 $269K
Gould Asset Management LLC 0.04% Reduce -3.7% 788 $269K
Omnia Family Wealth, LLC 0.07% Add +2.8% 786 $268K
Atticus Wealth Management, LLC 0.06% Reduce -1.5% 786 $268K
Heritage Wealth Advisors 0.01% No change 786 $268K
Seed Wealth Management, Inc. 0.17% No change 785 $267K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% Reduce -24.1% 785 $267K
Evergreen Wealth Management, LLC 0.13% Add +4.7% 784 $267K
August Group Capital Ltd 0.29% Reduce -13.5% 783 $266K
Ariadne Wealth Management, LP 0.12% New 782 $266K
Iron Gate Global Advisors LLC 0.03% No change 781 $266K
Clark Asset Management, LLC 0.02% Add +15.9% 780 $266K
J.Safra Asset Management Corp 0.01% Reduce -27.0% 779 $266K
Marble Wealth, LLC 0.04% Reduce -4.9% 779 $265K
Credit Industriel Et Commercial 0.05% Reduce -57.5% 769 $262K
James J. Burns & Company, LLC 0.03% No change 769 $262K
Poehling Capital Management, INC. 0.06% Reduce -3.3% 766 $261K
Thrive Wealth Management, LLC 0.03% Reduce -3.8% 764 $260K
New Perspectives, Inc 0.08% No change 762 $260K
Alexander Labrunerie & Co., Inc. 0.09% No change 761 $259K
Intergy Private Wealth, LLC 0.06% Add +17.6% 760 $259K
Medallion Wealth Advisors, LLC 0.08% No change 760 $259K
Nicholas Wealth, LLC. 0.14% Reduce -2.6% 759 $259K
Challenger Wealth Management 0.19% Add +0.3% 758 $258K
Rose Capital Advisors LLC 0.14% — 757 $258K
Ewa, LLC 0.05% Add +6.0% 757 $258K
GW&K Investment Management, LLC 0.00% Reduce -0.4% 754 $257K
Avalon Trust Co 0.02% No change 753 $257K
Mendel Money Management 0.09% Reduce -6.2% 752 $256K
Moran Wealth Management, LLC 0.01% New 751 $256K
Kestra Investment Management, LLC 0.01% Add +10.3% 748 $256K
AGH Wealth Advisors, LLC 0.16% Reduce -4.5% 746 $254K
Meramec Financial Planners, LLC 0.09% Reduce -2.2% 708 $254K
Galvin, Gaustad & Stein, LLC 0.02% New 742 $253K
Symmetry Partners, LLC 0.01% Reduce -12.6% 742 $253K
Ancora Advisors LLC 0.00% Reduce -15.5% 741 $252K
Godshalk Welsh Capital Management, Inc. 0.14% No change 740 $252K
Kavar Capital Partners Group, LLC 0.03% No change 740 $252K
Hamilton Capital, LLC 0.01% Add +1.0% 739 $252K
Charter Research & Investment Group, Inc. 0.15% Reduce -3.9% 735 $250K
Fiduciary Financial Advisors 0.03% New 737 $250K
Syverson Strege & Co 0.05% Reduce -2.9% 732 $249K
Weatherly Asset Management L. P. 0.02% Reduce -3.3% 729 $249K
Mechanics Bank Trust Department 0.03% No change 730 $249K
Signature Equity Partners, LLC 0.11% Reduce -18.3% 729 $249K
Washington Capital Management, Inc. 0.16% No change 728 $248K
RBA Wealth Management, LLC 0.09% Reduce -33.4% 728 $248K
Clifford Group, LLC 0.17% No change 725 $247K
Enhancing Capital LLC 0.17% No change 722 $246K
Dodge & Cox 0.00% No change 722 $246K
Accurate Wealth Management, LLC 0.02% Add +1.3% 707 $246K
Investment Planning Advisors, Inc. 0.06% New 721 $246K
United Community Bank 0.08% Add +0.7% 720 $245K
Cura Wealth Advisors, LLC 0.10% Reduce -3.9% 719 $245K
Midland Wealth Advisors, LLC 0.01% Reduce -2.2% 719 $245K
Balentine LLC 0.01% Reduce -13.3% 718 $245K
Howard Financial Services, LTD. 0.02% Reduce -1.6% 717 $244K
Mosaic Financial Group, LLC 0.16% Add +0.1% 716 $244K
Stokes Family Office, LLC 0.03% Reduce -8.6% 716 $244K
Trilogy Capital Inc. 0.01% Reduce -11.3% 716 $244K
Cooper Financial Group 0.02% Add +5.9% 716 $244K
Meadowbrook Advisors Group, LLC 0.13% New 715 $244K
FJ Capital Management LLC 0.03% New 712 $243K
Fortitude Family Office, LLC 0.05% Add +23.6% 711 $242K
Perryman Financial Advisory Inc. 0.03% Add +0.1% 710 $242K
US Asset Management LLC 0.18% No change 708 $241K
Mayfair Advisory Group, LLC 0.07% New 670 $241K
Maia Wealth LLC 0.04% Add +0.4% 707 $241K
1900 Wealth Management LLC 0.01% New 705 $240K
Barlow Wealth Partners, LLC 0.03% No change 673 $239K
Hoxton Planning & Management, LLC 0.06% Reduce -2.9% 700 $239K
Phoenix Financial Ltd. 0.00% No change 700 $238K
BLB&B Advisors, LLC 0.01% New 696 $237K
HBE Wealth Management, LLC 0.17% Add +0.3% 696 $237K
Chancellor Financial Group WB LP 0.15% Reduce -2.8% 695 $237K
Pavion Blue Capital, LLC 0.09% No change 691 $235K
Fullerton Fund Management Co Ltd. 0.02% New 691 $235K
Allen Capital Group, LLC 0.02% Add +9.2% 689 $235K
Baker Tilly Wealth Management, LLC 0.05% Add +1.9% 688 $234K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -6.4% 687 $234K
CoreCap Advisors, LLC 0.01% Reduce -5.8% 685 $234K
Convergence Investment Partners, LLC 0.02% Reduce -88.8% 684 $233K
Financial Insights, Inc. 0.06% New 683 $233K
Clear Creek Financial Management, LLC 0.01% Reduce -11.3% 677 $231K
RDA Financial Network 0.05% Reduce -0.9% 677 $231K
Alliance Private Wealth, LLC 0.08% New 677 $231K
Canvas Wealth Advisors, LLC 0.03% Reduce -2.5% 674 $230K
Smith Shellnut Wilson LLC 0.09% No change 673 $229K
Schulhoff & Co. Inc. 0.09% Add +3.9% 672 $229K
McGowan Group Asset Management, Inc. 0.03% No change 670 $228K
Beto Financial Group, LLC 0.12% Reduce -2.6% 647 $228K
Inspire Advisors, LLC 0.02% New 666 $228K
Montz Harcus Wealth Management LLC 0.08% Add +3.9% 669 $228K
Bfsg, LLC 0.02% Add +89.2% 668 $228K
Warren Street Wealth Advisors, LLC 0.05% Add +5.4% 668 $228K
Townsquare Capital LLC 0.04% New 666 $227K
Wedge Capital Management L L P 0.00% Reduce -14.2% 666 $227K
Snowwater Investment Partners, LLC 0.16% Reduce -7.2% 660 $226K
Granite Harbor Advisors, Inc. 0.09% Add +3.3% 661 $225K
Meridian Financial Advisors, LLC 0.11% No change 661 $225K
Impact Investors, Inc 0.16% Reduce -35.8% 660 $225K
Traphagen Investment Advisors LLC 0.02% New 658 $224K
Rockline Wealth Management, LLC 0.04% No change 657 $224K
Delta Asset Management LLC 0.02% Reduce -1.5% 657 $224K
Clear Retirement Advice LLC 0.15% No change 656 $224K
Tiemann Investment Advisors, LLC 0.08% Reduce -8.4% 655 $223K
Kelman-Lazarov, Inc. 0.03% No change 653 $223K
Osborne Partners Capital Management, LLC 0.01% New 653 $223K
Embree Financial Group 0.02% New 652 $222K
Henrickson Nauta Wealth Advisors, Inc. 0.05% Reduce -3.7% 649 $222K
Bigelow Investment Advisors, LLC 0.08% No change 650 $221K
Five Oceans Advisors 0.07% Add +0.3% 650 $221K
Tradition Wealth Management, LLC 0.01% Add +1.7% 649 $221K
Trust Co 0.02% No change 649 $221K
Edmp, Inc. 0.18% Reduce -38.6% 648 $221K
HighRoad Wealth Advisors, LLC 0.19% No change 647 $220K
Quadrant Private Wealth Management, LLC 0.05% Reduce -3.3% 644 $220K
Tactive Advisors, LLC 0.05% Reduce -0.3% 643 $219K
Stonebridge Financial Group, LLC / MO 0.15% New 642 $219K
Marino, Stram & Associates LLC 0.03% Add +1.7% 642 $219K
Sage Rhino Capital LLC 0.04% Reduce -1.9% 636 $217K
NTV Asset Management LLC 0.02% Reduce -2.1% 636 $217K
Perennial Investment Advisors, LLC 0.01% Add +1.6% 634 $216K
Leisure Capital Management 0.07% No change 633 $216K
Ifrah Financial Services, Inc. 0.05% Reduce -1.1% 633 $216K
McDonald Partners LLC 0.05% Reduce -8.9% 633 $216K
Gilman Hill Asset Management, LLC 0.03% No change 633 $216K
Apollon Financial, LLC 0.03% New 628 $214K
Seeds Investor LLC 0.02% New 626 $213K
Oak Harvest Investment Services 0.02% No change 626 $213K
First Business Financial Services, Inc. 0.02% Add +1.8% 625 $213K
Trustmark Bank Trust Department 0.01% New 625 $213K
Cogent Strategic Wealth LLC 0.20% Reduce -6.6% 622 $212K
Van Diest Capital, LLC 0.19% Reduce -19.0% 617 $210K
Sawgrass Asset Management LLC 0.03% Reduce -20.8% 615 $210K
Barings LLC 0.00% New 614 $209K
Kaufman Rossin Wealth, LLC 0.10% New 601 $209K
Summit Wealth Group LLC / Co. 0.02% New 611 $208K
Blue Capital, Inc. 0.13% New 611 $208K
Westshore Wealth, LLC 0.06% New 610 $208K
Colonial Trust Co / SC 0.03% Add +1.5% 608 $207K
TAGStone Capital, Inc. 0.07% New 604 $206K
Summit Wealth & Retirement Planning, Inc. 0.04% New 605 $206K
Traveka Wealth, LLC 0.07% New 604 $206K
Tranquility Partners, LLC 0.07% New 603 $205K
American National Bank & Trust 0.02% No change 603 $205K
Adalta Capital Management LLC 0.09% New 600 $205K
Carl P. Sherr & Co., LLC 0.09% New 601 $205K
Broadleaf Partners, LLC 0.04% New 601 $205K
Ameriflex Group, Inc. 0.08% Add +5.8% 600 $205K
CTC Alternative Strategies, Ltd. 0.29% New 600 $204K
Alpha Family Trust 0.08% New 600 $204K
Bennett Selby Investments LP 0.07% New 600 $204K
XML Financial, LLC 0.01% New 600 $204K
CoreFirst Bank & Trust 0.10% No change 599 $204K
Alchemi Wealth, LLC 0.10% New 597 $204K
Kensington Investment Counsel, LLC 0.09% New 597 $203K
Benchmark Financial Wealth Advisors, LLC 0.05% New 596 $203K
Up Strategic Wealth Investment Advisors LLC 0.12% New 576 $203K
Peachtree Investment Partners, LLC 0.06% Reduce -41.7% 593 $202K
Enterprise Financial Services Corp 0.08% New 591 $201K
Winthrop Advisory Group LLC 0.01% New 590 $201K
Boston Research & Management Inc. 0.04% New 590 $201K
Secure Asset Management, LLC 0.03% New 590 $201K
South Shore Capital Advisors 0.13% New 588 $200K
Aventura Private Wealth, LLC 0.06% No change 588 $200K
Rexford Capital Inc. 0.12% No change 583 $199K
Bayban 0.14% No change 544 $185K
Paladin Partners, LLC 0.12% No change 540 $184K
USA Financial Formulas 0.03% — 539 $184K
Salomon & Ludwin, LLC 0.01% Reduce -0.8% 513 $180K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +28.1% 519 $177K
Pinnacle Bancorp, Inc. 0.05% No change 509 $173K
Brown, Lisle/Cummings, Inc. 0.04% Reduce -4.4% 505 $172K
Golden State Wealth Management, LLC 0.02% Add +0.2% 497 $170K
Roehl & Yi Investment Advisors, LLC 0.06% Reduce -0.0% 10,576 $169K
Dakota Community Bank & Trust NA 0.52% Reduce -0.2% 491 $167K
Prosperity Bancshares Inc 0.10% Add +16.6% 471 $160K
NBH Bank 0.07% — 466 $159K
Blue Bell Private Wealth Management, LLC 0.02% No change 463 $158K
Silver Grove Financial Group, Inc. 0.08% Add +6457.1% 459 $156K
Bruce G. Allen Investments, LLC 0.10% Reduce -13.0% 456 $155K
Bravera Wealth 0.06% No change 456 $155K
1015 Capital Partners, LLC 0.13% Add +3.4% 451 $154K
JFS Wealth Advisors, LLC 0.01% Add +4.0% 442 $151K
Southern Michigan Bank & Trust 0.05% No change 433 $148K
Anchor Investment Management, LLC 0.01% Add +56.7% 431 $147K
Owl Creek Wealth Partners LLC 0.04% Add +2.4% 426 $145K
General Partner, Inc. 0.08% No change 425 $145K
Physician Wealth Advisors, Inc. 0.02% Add +2.7% 425 $145K
Mowery & Schoenfeld Wealth Management, LLC 0.19% No change 418 $142K
First Bancorp, Inc 0.06% New 417 $142K
WPG Advisers, LLC 0.08% Add +33.4% 415 $141K
Birchbrook, Inc. 0.07% No change 413 $141K
Gilpin Wealth Management, LLC 0.09% No change 400 $136K
Reyes Financial Architecture, Inc. 0.08% Add +33.3% 400 $136K
Strategic Investment Solutions, Inc. 0.03% No change 400 $136K
Proathlete Wealth Management LLC 0.03% No change 399 $136K
Measured Wealth Private Client Group, LLC 0.03% No change 383 $131K
Torren Management, LLC 0.07% Add +70.7% 379 $129K
First Financial Corp. 0.04% No change 378 $129K
EFG International AG 0.00% Add +228.7% 378 $129K
SBI Securities Co., Ltd. 0.00% Reduce -18.1% 376 $128K
Lavaca Capital LLC 0.01% New 372 $127K
Mark Sheptoff Financial Planning, LLC 0.07% No change 361 $123K
Rosenberg Matthew Hamilton 0.02% Add +4.8% 347 $118K
Cape Investment Advisory, Inc. 0.03% New 346 $118K
Union Savings Bank 0.05% No change 336 $114K
Thompson Investment Management, Inc. 0.01% No change 330 $112K
Bell Investment Advisors, Inc 0.02% No change 328 $112K
Indiana Trust & Investment Management Co 0.03% No change 313 $107K
Keating Financial Advisory Services, Inc. 0.01% Add +25.4% 306 $104K
North Star Investment Management Corp. 0.01% Reduce -4.2% 299 $102K
Walleye Capital LLC 0.00% Add +818.8% 294 $100K
Westside Investment Management, Inc. 0.01% No change 285 $97K
Axiom Investment Management LLC 0.06% No change 280 $96K
Farmers & Merchants Investments Inc. 0.00% Add +7.0% 277 $94K
Mb, Levis & Associates, LLC 0.03% No change 277 $94K
Granite FO LLC 0.05% No change 260 $89K
TrustBank 0.03% No change 255 $87K
Atlatl Advisers LLC 0.02% New 253 $86K
Palladiem, LLC 0.08% No change 252 $86K
Regatta Research & Money Management 0.08% — 250 $85K
Crews Bank & Trust 0.01% Reduce -16.8% 248 $85K
Hilltop National Bank 0.02% Reduce -27.5% 245 $83K
SHP Wealth Management 0.01% Add +52.5% 244 $83K
OAKMONT Corp 0.02% No change 240 $82K
Elevation Wealth Partners, LLC 0.02% Add +42.3% 239 $81K
Purpose Unlimited Inc. 0.00% No change 234 $80K
Commonwealth Retirement Investments LLC 0.02% New 233 $79K
Caldwell Trust Co 0.01% Add +20.1% 233 $79K
Pension & Wealth Management Advisors, Inc. 0.02% No change 231 $79K
Albion Financial Group 0.00% Add +41.5% 232 $79K
Synergy Investment Management, LLC 0.02% Add +584.4% 219 $79K
Activest Wealth Management 0.02% Reduce -41.2% 230 $78K
Front Row Advisors LLC 0.02% No change 220 $76K
Truvestments Capital LLC 0.01% Add +27.5% 218 $74K
Tiaa Trust, National Association 0.00% Reduce -18.4% 213 $73K
Rossby Financial, LCC 0.01% Reduce -60.6% 212 $72K
JPL Wealth Management, LLC 0.01% Add +8.2% 211 $72K
HHM Wealth Advisors, LLC 0.01% Add +14.8% 210 $71K
Bogart Wealth, LLC 0.00% Add +26.1% 208 $71K
Hurley Capital, LLC 0.04% Add +0.5% 206 $70K
Spectrum Wealth Advisory Group, LLC 0.02% New 206 $70K
Bayforest Capital Ltd 0.06% New 205 $70K
FWL Investment Management, LLC 0.01% New 205 $70K
Alpine Bank Wealth Management 0.01% New 204 $70K
Clean Yield Group 0.02% Add +7.5% 201 $68K
Old Second National Bank of Aurora 0.01% No change 201 $68K
Sachetta, LLC 0.03% Add +14.9% 200 $68K
Olistico Wealth, LLC 0.03% No change 200 $68K
Boyd Watterson Asset Management LLC 0.02% No change 200 $68K
Park Place Capital Corp 0.01% Reduce -6.1% 200 $68K
Loomis Sayles & Co. L P 0.00% Add +65.0% 198 $67K
Tompkins Financial Corp. 0.00% No change 189 $64K
ESL Trust Services, LLC 0.01% No change 180 $61K
Vaquero Private Wealth, Ltd. 0.01% — 179 $61K
Operose Advisors LLC 0.01% New 178 $61K
Imprint Wealth LLC 0.24% No change 176 $60K
Main Street Group, LTD 0.01% Reduce -10.7% 176 $60K
TFC Financial Management, Inc. 0.01% Add +2.4% 174 $59K
Cornerstone Planning Group LLC 0.01% Reduce -12.8% 170 $58K
Ogorek Anthony Joseph /NY/ 0.01% Add +5.5% 173 $58K
Marshall & Sterling Wealth Advisors Inc. 0.03% Add +0.6% 169 $58K
Capula Management Ltd 0.00% New 168 $57K
Capital Advisors, Ltd. LLC 0.01% Reduce -17.0% 166 $57K
Financial Life Planners 0.03% No change 158 $54K
Lodestone Wealth Management LLC 0.02% Reduce -9.3% 156 $53K
Key Financial Inc 0.01% No change 151 $51K
Smallwood Wealth Investment Management, LLC 0.02% No change 150 $51K
City Holding Co. 0.01% No change 150 $51K
Kemnay Advisory Services Inc. 0.01% Add +5.7% 148 $50K
Marquette Asset Management, LLC 0.01% Reduce -14.1% 146 $50K
Access Investment Management LLC 0.01% No change 142 $48K
Millstone Evans Group, LLC 0.03% Reduce -38.3% 140 $48K
Gables Capital Management Inc. 0.02% No change 140 $48K
Sarver Vrooman Wealth Advisors 0.03% Reduce -3.6% 135 $48K
First United Bank & Trust 0.01% No change 139 $47K
1248 Management, LLC 0.02% No change 137 $47K
GoalVest Advisory LLC 0.01% Add +4.7% 135 $46K
Security National Bank of So Dak 0.02% New 134 $46K
Ascentis Independent Advisors 0.12% Reduce -97.6% 133 $45K
Financial Network Wealth Advisors LLC 0.05% Add +34.7% 132 $45K
Providence Capital Advisors, LLC 0.01% New 131 $45K
JNBA Financial Advisors 0.00% No change 131 $45K
Atwood & Palmer Inc. 0.00% No change 130 $44K
Atlantic Private Wealth, LLC 0.03% No change 125 $43K
Kimelman & Baird, LLC 0.00% No change 125 $43K
Bank & Trust Co 0.03% No change 124 $42K
Joseph Group Capital Management 0.01% Add +26.5% 124 $42K
Avion Wealth 0.01% Add +4.2% 125 $42K
Tradewinds Capital Management, LLC 0.01% Reduce -8.9% 123 $42K
Creative Financial Designs Inc. 0.00% Add +0.8% 121 $41K
Kilter Group LLC 0.01% Add +5.3% 120 $41K
N.E.W. Advisory Services LLC 0.00% Add +9.3% 118 $40K
Valued Wealth Advisors LLC 0.01% Add +8.3% 117 $40K
IMA Advisory Services, Inc. 0.00% Reduce -4.1% 117 $40K
Hickory Point Bank & Trust 0.02% No change 115 $39K
Vision Retirement, LLC 0.01% Add +10.6% 115 $39K
Cherry Tree Wealth Management, LLC 0.01% No change 112 $38K
SOA Wealth Advisors, LLC. 0.01% No change 112 $38K
Meeder Asset Management Inc. 0.00% Reduce -98.5% 112 $38K
Hollencrest Capital Management 0.00% Reduce -32.1% 110 $37K
Ares Financial Consulting, LLC 0.03% Add +4.8% 109 $37K
Financial Perspectives, Inc 0.01% No change 109 $37K
Navera Investment Management Ltd. 0.00% No change 108 $37K
Crewe Advisors LLC 0.00% Add +30.5% 107 $36K
Kozak & Associates, Inc. 0.01% Add +3.0% 103 $36K
KERR FINANCIAL PLANNING Corp 0.04% No change 103 $35K
West Paces Advisors Inc. 0.01% New 102 $35K
Financial Consulate, Inc. 0.00% Add +18.8% 101 $34K
Kelleher Financial Advisors 0.00% New 101 $34K
Philadelphia Investment Partners, LLC 0.02% No change 100 $34K
Cedar Mountain Advisors, LLC 0.01% Add +9.9% 100 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $34K
Silicon Valley Capital Partners 0.00% Add +237.9% 98 $33K
Aberdeen Wealth Management LLC 0.02% New 96 $33K
Arlington Trust Co LLC 0.00% No change 96 $33K
Investors Research Corp 0.01% Reduce -33.1% 95 $32K
Covestor Ltd 0.02% Reduce -44.0% 94 $32K
Institute for Wealth Management, LLC. 0.00% New 93 $32K
Centennial Bank 0.01% No change 92 $31K
Plante Moran Financial Advisors, LLC 0.00% Reduce -10.3% 87 $30K
Nova Wealth Management, Inc. 0.02% Reduce -10.5% 85 $29K
PlanVest Financial, Inc 0.02% No change 84 $29K
Summit Securities Group LLC 0.01% Add +40.0% 84 $29K
Frazier Financial Advisors, LLC 0.01% No change 82 $28K
Bare Financial Services, Inc 0.01% Add +46.4% 82 $28K
Bullock Wealth Management Group 0.01% No change 79 $28K
Cornerstone Financial Management LLC 0.02% Add +38.6% 79 $27K
Wilkerson Advisory Group LLC 0.01% Add +10.0% 77 $26K
Highland Investment Advisors LLC 0.01% — 76 $26K
Downshift Financial, LLC 0.01% New 76 $26K
Darwin Wealth Management, LLC 0.01% No change 76 $26K
Canton Hathaway, LLC 0.01% No change 76 $26K
Parvin Asset Management, LLC 0.02% No change 75 $26K
Dunhill Financial, LLC 0.01% Add +82.5% 73 $25K
Entrust Financial LLC 0.02% Reduce -1.4% 73 $25K
Barnes Dennig Private Wealth Management LLC 0.02% Add +7.5% 72 $25K
IMG Wealth Management, Inc. 0.01% Add +22.0% 72 $25K
TOWER TRUST & INVESTMENT Co 0.01% No change 72 $25K
Louisbourg Investments Inc. 0.00% New 70 $24K
Raffa Wealth Management, LLC 0.00% Add +12.9% 70 $24K
BOK Financial Private Wealth, Inc. 0.00% Add +28.3% 68 $23K
Murphy & Mullick Capital Management Corp 0.01% No change 68 $23K
Global Trust Asset Management, LLC 0.01% No change 68 $23K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.4% 68 $23K
First Command Advisory Services, Inc. 0.00% Reduce -75.6% 66 $22K
Marshall Investment Management, LLC 0.01% Add +91.2% 65 $22K
Toth Financial Advisory Corp. 0.00% No change 65 $22K
Tsfg, LLC 0.00% No change 65 $22K
Tripletail Wealth Management, LLC 0.02% No change 60 $22K
Aspect Partners, LLC 0.01% Add +66.7% 60 $20K
Burk Holdings LLC 0.01% No change 59 $20K
Navigoe, LLC 0.01% Add +7.0% 61 $20K
West Branch Capital LLC 0.00% No change 58 $20K
Bangor Savings Bank 0.00% Reduce -24.7% 58 $20K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -28.8% 57 $19K
Wolff Wiese Magana LLC 0.01% Reduce -98.8% 56 $19K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 56 $19K
Essential Investment Partners LLC 0.02% No change 56 $19K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.00% New 55 $19K
Highline Wealth Partners LLC 0.00% Add +82.8% 53 $18K
Glen Eagle Advisors, LLC 0.00% Reduce -51.0% 51 $18K
Ankerstar Wealth, LLC 0.01% No change 50 $17K
Copia Wealth Management 0.01% Add +11.1% 50 $17K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 50 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% New 50 $17K
Colonial Trust Advisors 0.00% Add +13.6% 50 $17K
Maseco LLP 0.00% No change 50 $17K
Park Square Financial Group, LLC 0.15% Reduce -22.2% 49 $17K
Principia Wealth Advisory, LLC 0.01% Add +63.3% 49 $17K
E Fund Management (Hong Kong) Co., Ltd. 0.01% No change 49 $17K
Bay Harbor Wealth Management, LLC 0.00% Add +25.6% 49 $17K
Dogwood Wealth Management LLC 0.01% Add +37.1% 48 $16K
Allied Private Wealth LLC 0.01% — 43 $15K
Evolution Wealth Management Inc. 0.01% Add +144.4% 44 $15K
Hughes Financial Services, LLC 0.00% Add +46.7% 44 $15K
Napier Financial, LLC 0.00% Reduce -2.3% 43 $15K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 43 $15K
First Pacific Financial 0.00% Add +95.2% 41 $14K
High Note Wealth, LLC 0.00% Reduce -22.6% 41 $14K
Tounjian Advisory Partners, LLC 0.01% New 40 $14K
Rialto Wealth Management, LLC 0.00% Add +60.9% 37 $13K
Private Wealth Management Group, LLC 0.00% No change 37 $13K
Community Financial Services Group, LLC 0.00% Reduce -41.7% 35 $12K
Holos Integrated Wealth LLC 0.01% No change 34 $12K
Ulland Investment Advisors, LLC 0.01% No change 35 $12K
DT Investment Partners, LLC 0.00% No change 35 $12K
Penserra Capital Management LLC 0.00% No change 33 $11K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -18.4% 31 $11K
Whipplewood Advisors, LLC 0.01% Reduce -54.3% 32 $11K
Creative Capital Management Investments LLC 0.00% New 32 $11K
Cranbrook Wealth Management, LLC 0.00% No change 32 $11K
Addison Advisors LLC 0.00% Reduce -79.3% 30 $10K
Noble Wealth Management PBC 0.00% No change 30 $10K
Coston, McIsaac & Partners 0.00% No change 30 $10K
Seneschal Advisors, LLC 0.01% No change 29 $10K
Triumph Capital Management 0.00% Add +21.7% 28 $10K
Boreal Capital Management LLC 0.01% No change 27 $9K
Caldwell Sutter Capital, Inc. 0.00% Reduce -87.3% 27 $9K
HFM Investment Advisors, LLC 0.00% Add +3.9% 27 $9K
S&T Bank 0.00% Add +440.0% 27 $9K
William B. Walkup & Associates, Inc. 0.00% Add +47.1% 25 $9K
Planning Strategies Inc. 0.01% — 25 $9K
Clark Wealth Partners 0.00% Reduce -20.0% 24 $8K
Kings Path Partners LLC 0.00% New 24 $8K
Harborfront Financial Group LLC 0.03% — 23 $8K
Monetary Solutions, Ltd 0.01% No change 22 $7K
Financial Gravity Companies, Inc. 0.00% — 22 $7K
1620 Investment Advisors, Inc. 0.00% No change 21 $7K
Carolina Wealth Advisors, LLC 0.00% No change 21 $7K
Gleason Group, Inc. 0.00% New 21 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 20 $7K
MPWM Advisory Solutions, LLC 0.00% No change 20 $7K
Riverview Trust Co 0.01% No change 19 $6K
Kingdom Financial Group LLC. 0.00% No change 19 $6K
Buck Wealth Strategies, LLC 0.00% New 19 $6K
Elevated Capital Advisors, LLC 0.00% No change 17 $6K
Nvwm, LLC 0.00% Add +14.3% 16 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 15 $5K
American Capital Advisory, LLC 0.00% Add +50.0% 15 $5K
Cassaday & Co Wealth Management LLC 0.00% Reduce -91.5% 15 $5K
Fairscale Capital, LLC 0.00% No change 14 $5K
Elequin Capital, LP 0.00% New 14 $5K
Intesa Sanpaolo S.p.A. 0.00% No change 14 $5K
Kentucky Trust Co 0.00% New 13 $4K
Burkett Financial Services, LLC 0.00% No change 12 $4K
RMG Wealth Management LLC 0.00% No change 12 $4K
Davis Capital Management 0.00% Add +140.0% 12 $4K
PayPay Securities Corp 0.09% No change 11 $4K
Fourth Dimension Wealth, LLC 0.00% New 11 $4K
Adirondack Trust Co. 0.00% No change 11 $4K
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% No change 9 $3K
Oakmont Advisory Group, LLC 0.00% New 8 $3K
MTM Investment Management, LLC 0.00% No change 8 $3K
Motco 0.00% New 8 $3K
WealthCollab, LLC 0.00% No change 7 $2K
Trifecta Capital Advisors, LLC 0.00% New 7 $2K
Mascoma Wealth Management LLC 0.00% Reduce -79.4% 7 $2K
TD Capital Management LLC 0.00% No change 6 $2K
Fiduciary Advisors, Inc. 0.00% New 6 $2K
Luminist Capital LLC 0.00% New 6 $2K
Godfrey Financial Associates, Inc. 0.00% No change 6 $2K
Strengthening Families & Communities, LLC 0.00% New 6 $2K
Fortis Group Advisors, LLC 0.00% New 5 $2K
Basepoint Wealth LLC 0.00% No change 4 $1K
Benson Wealth Management INC 0.00% No change 4 $1K
Breakwater Investment Management 0.00% No change 4 $1K
DecisionPoint Financial, LLC 0.00% No change 3 $1K
Hoey Investments, Inc. 0.00% New 3 $1K
Parallax Volatility Advisers, L.P. 0.00% Add +200.0% 3 $1K
PEAK6 LLC 0.00% New 3 $920
Redwood Park Advisors LLC 0.00% No change 2 $682
Morton Brown Family Wealth, LLC 0.00% New 2 $681
Tidemark, LLC 0.00% No change 2 $681
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $341
Maryland Capital Advisors Inc. 0.00% — 1 $341
Y.D. More Investments Ltd 0.00% No change 232 $265
Evolution Advisers, Inc. 0.00% New 2 $0

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