The Travelers CosTRV

13F holders, Q2 2026 (June 30)
1,863holders +63
170new positions
102sold out
9famous investors
$329.65avg. 13F price*

At the end of Q2 2026, 1,863 institutions reported holding The Travelers Cos Inc. (TRV) in their 13F filings, up 63 from Q1 2026. 170 opened new positions and 102 sold out. The largest holders were BlackRock, Inc. ($6.9B), State Street Corp. ($5.2B) and Vanguard Capital Management LLC ($4.6B). 9 famous investors held it, including Chris Bloomstran (0.7% of Semper Augustus Investments's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
The Travelers Cos Inc.
Sector
Finance
CUSIP
89417E109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions170$1.1B
Exits102$433.0M

All 13F filers, Q1 2026 → Q2 2026: 15,300,487 shares bought and 11,813,940 shares sold, net +3,486,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,863 holders

BlackRock, Inc. 0.10% Reduce -3.2% 20,949,680 $6.9B
State Street Corp. 0.15% Reduce -2.6% 15,706,016 $5.2B
Vanguard Capital Management LLC 0.10% Reduce -1.2% 13,886,981 $4.6B
FMR LLC 0.15% Reduce -14.4% 10,272,794 $3.4B
Vanguard Portfolio Management LLC 0.12% Add +54.3% 8,314,274 $2.7B
Geode Capital Management, LLC 0.11% Add +12.0% 6,320,694 $2.1B
Massachusetts Financial Services Co. 0.45% Reduce -13.5% 4,241,289 $1.4B
Morgan Stanley 0.07% Add +7.1% 3,826,776 $1.3B
Dimensional Fund Advisors LP 0.21% Add +2.0% 3,555,980 $1.2B
JPMorgan Chase & Co. 0.06% Reduce -16.5% 3,112,602 $1.0B
AQR Capital Management 0.33% Add +15.4% 2,837,834 $936.8M
Bank of America Corp. 0.06% Reduce -17.4% 2,823,646 $932.1M
Northern Trust Corp. 0.11% Reduce -7.0% 2,814,455 $929.1M
Clearbridge Investments, LLC 0.77% Add +0.5% 2,812,080 $928.3M
Norges Bank 0.09% — 2,584,600 $853.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Reduce -8.1% 2,504,288 $826.7M
GQG Partners LLC 1.47% New 2,390,090 $789.0M
Invesco Ltd. 0.06% Add +20.9% 2,386,277 $787.8M
Arrowstreet Capital, Limited Partnership 0.33% Add +174.8% 2,258,732 $745.7M
UBS Group AG 0.10% Reduce -8.4% 1,946,122 $642.5M
First Trust Advisors LP 0.35% Add +5.7% 1,803,212 $595.3M
Legal & General Group Plc 0.12% Reduce -4.0% 1,690,790 $558.2M
T. Rowe Price Associates Inc. 0.05% Reduce -11.4% 1,651,381 $545.2M
Goldman Sachs Group Inc. 0.06% Add +8.6% 1,605,419 $530.0M
Charles Schwab Investment Management Inc. 0.06% Add +0.1% 1,426,610 $471.0M
Bank of New York Mellon Corp 0.08% Reduce -4.5% 1,422,225 $469.5M
AustralianSuper Pty Ltd 1.85% Add +38.3% 1,294,618 $427.4M
Amundi 0.10% Reduce -10.5% 1,245,989 $411.3M
Vanguard Fiduciary Trust Co. 0.09% Reduce -2.0% 1,193,161 $393.9M
Federated Hermes, Inc. 0.55% Add +0.2% 1,150,876 $379.9M
Nuveen, LLC 0.08% Reduce -6.5% 1,052,219 $347.4M
Boston Partners 0.30% Add +1.2% 1,005,216 $331.9M
Robeco Institutional Asset Management B.V. 0.40% Add +3.4% 992,821 $327.8M
Barclays PLC 0.10% Add +34.5% 980,089 $323.5M
Bahl & Gaynor LLC 1.40% Reduce -20.1% 916,845 $302.7M
Deutsche Bank AG 0.09% Add +10.4% 914,127 $301.8M
HSBC Holdings PLC 0.13% Add +8.8% 807,548 $267.1M
American Century Companies Inc. 0.12% Add +34.9% 799,839 $264.0M
National Pension Service 0.17% Add +0.0% 796,867 $263.1M
Royal Bank of Canada 0.04% Reduce -12.2% 782,421 $258.3M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -4.4% 763,539 $252.1M
Wells Fargo & Company 0.04% Reduce -5.9% 732,022 $241.7M
Nykredit A/S 0.92% — 721,322 $238.1M
Allianz Asset Management GmbH 0.21% Reduce -11.1% 687,978 $227.1M
Nordea Investment Management AB 0.18% Add +173.4% 676,737 $224.7M
BNP Paribas Financial Markets 0.12% Add +49.0% 661,587 $218.4M
Raymond James Financial Inc. 0.06% Add +27.9% 655,781 $216.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +2.7% 622,620 $205.5M
Swiss National Bank 0.10% Reduce -8.4% 599,760 $198.0M
Envestnet Asset Management Inc. 0.04% Reduce -6.7% 557,657 $184.1M
US Bancorp \de 0.18% Reduce -1.9% 508,998 $168.0M
Cullen Capital Management, LLC 1.56% Reduce -0.5% 480,235 $158.5M
Vanguard Global Advisers, LLC 0.07% Reduce -2.4% 475,903 $157.1M
California Public Employees Retirement System 0.09% Reduce -26.0% 471,747 $155.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +3.6% 461,470 $152.3M
Jane Street Group, LLC 0.10% Add +291.6% 449,823 $148.5M
Citigroup Inc. 0.07% Add +13.0% 434,188 $143.3M
Adage Capital Partners Gp, L.L.C. 0.20% Add +27.7% 428,104 $141.3M
Polar Capital Holdings Plc 0.39% Reduce -12.0% 420,000 $138.7M
LPL Financial LLC 0.03% Add +5.3% 409,993 $135.3M
Rhumbline Advisers 0.10% Reduce -5.0% 409,221 $135.1M
Caisse de depot et placement du Quebec 0.19% Add +103.4% 407,011 $134.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% Add +7.5% 406,956 $134.3M
Alliancebernstein L.P. 0.04% Add +1.0% 452,692 $132.0M
Voya Investment Management LLC 0.13% Reduce -4.6% 388,244 $128.0M
Neuberger Berman Group LLC 0.08% Reduce -0.1% 380,912 $125.7M
PNC Financial Services Group, Inc. 0.06% Reduce -6.2% 378,598 $125.0M
1832 Asset Management L.P. 0.15% Add +2193.8% 366,566 $121.0M
Russell Investments Group, Ltd. 0.11% Reduce -6.7% 362,504 $119.8M
Bank of Montreal 0.04% Add +12.8% 344,151 $113.6M
PFA Pension, Forsikringsaktieselskab 0.29% Add +31.2% 340,863 $112.5M
California State Teachers Retirement System 0.10% Reduce -2.3% 335,305 $110.7M
Equity Investment Corp. 2.09% Reduce -10.0% 331,603 $109.5M
Wealth Enhancement Advisory Services, LLC 0.18% Add +90.7% 327,681 $109.4M
SG Americas Securities, LLC 0.06% Add +50.2% 325,896 $107.6M
Canada Pension Plan Investment Board 0.06% Add +5.8% 317,336 $104.8M
Acadian Asset Management LLC 0.12% Add +23.3% 306,384 $101.1M
Franklin Resources Inc. 0.02% Reduce -29.8% 298,172 $98.4M
Verition Fund Management LLC 0.75% Add +14.5% 297,389 $98.2M
Principal Financial Group Inc. 0.05% Add +3.8% 279,248 $92.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.63% Reduce -1.6% 277,396 $91.6M
DekaBank Deutsche Girozentrale 0.15% No change 314,052 $90.9M
SEB Asset Management AB 0.32% Reduce -4.6% 254,247 $83.9M
Marex Group Ltd 0.62% New 250,653 $82.7M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +11.9% 248,742 $82.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -0.8% 251,168 $82.0M
Storebrand Asset Management As 0.19% Reduce -5.0% 239,723 $79.1M
New York State Common Retirement Fund 0.10% Reduce -7.9% 238,667 $78.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +12.2% 225,258 $74.4M
Mackenzie Financial Corp. 0.07% Reduce -14.0% 221,910 $73.3M
Paralel Advisors LLC 2.81% No change 220,000 $72.6M
Great Lakes Advisors, LLC 0.55% Reduce -11.8% 219,845 $72.6M
Vest Financial, LLC 0.75% Add +10.5% 215,257 $71.1M
Systematic Alpha Investments, LLC 1.91% No change 215,208 $71.0M
CANADA LIFE ASSURANCE Co 0.11% Reduce -0.1% 213,507 $70.4M
Danske Bank A/S 0.14% Add +17.3% 212,738 $70.2M
TD Asset Management Inc 0.06% Reduce -8.9% 210,715 $69.6M
Korea Investment CORP 0.13% Reduce -20.2% 200,023 $66.0M
Cornerstone Investment Partners, LLC 2.20% Add +0.9% 199,611 $65.9M
Ameriprise Financial Inc. 0.01% Add +17.2% 196,534 $64.9M
Aviva PLC 0.09% Add +0.3% 193,319 $63.8M
BI Asset Management Fondsmaeglerselskab A/S 0.50% Add +60.1% 192,770 $63.0M
New York State Teachers Retirement System 0.12% Reduce -1.1% 190,562 $62.9M
Aberdeen Group plc 0.09% Reduce -2.0% 190,551 $62.9M
Asset Management One Co., Ltd. 0.16% Reduce -4.5% 186,336 $61.5M
Natixis Advisors, LLC 0.07% Add +9.0% 185,224 $61.1M
Janney Montgomery Scott LLC 0.12% Reduce -3.8% 182,605 $60.3M
State Board of Administration of Florida Retirement System 0.10% Reduce -6.5% 178,458 $58.9M
CIBC Bancorp USA Inc. 0.07% Add +0.9% 174,914 $57.7M
O'shaughnessy Asset Management, LLC 0.26% Add +4.3% 172,186 $56.8M
Pictet Asset Management Holding SA 0.05% Add +23.2% 168,654 $55.7M
Quantinno Capital Management LP 0.07% Add +17.2% 168,546 $55.6M
KLP Kapitalforvaltning As 0.18% Add +1.9% 164,539 $54.3M
APG Asset Management N.V. 0.13% Add +22.8% 185,282 $53.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.32% Reduce -0.8% 160,700 $53.1M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +17.8% 158,309 $52.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.25% Add +16.8% 158,161 $52.2M
Mairs & Power Inc. 0.47% Add +9.9% 156,482 $51.7M
Creative Planning 0.03% Add +8.0% 152,783 $50.4M
KBC Group NV 0.11% Add +1.8% 148,807 $49.1M
Truist Financial Corp. 0.06% Reduce -2.1% 147,405 $48.7M
Royal London Asset Management Ltd. 0.09% Reduce -1.5% 147,227 $48.6M
Panagora Asset Management Inc. 0.15% Reduce -17.8% 146,253 $48.3M
Susquehanna International Group, LLP 0.04% Reduce -33.6% 144,687 $47.8M
ProShare Advisors LLC 0.07% Reduce -10.6% 141,971 $46.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.84% New 141,680 $46.8M
Stifel Financial Corp. 0.04% Reduce -1.9% 140,430 $46.4M
Sei Investments Co. 0.04% Reduce -19.4% 140,266 $46.3M
Teacher Retirement System of Texas 0.12% Reduce -8.0% 136,463 $45.0M
Freestone Grove Partners LP 0.29% Reduce -20.3% 135,584 $44.8M
Manufacturers Life Insurance Company, The 0.03% Add +15.3% 132,250 $43.7M
Daiwa Securities Group Inc. 0.10% Add +4.7% 131,364 $43.4M
Swedbank AB 0.04% Reduce -10.8% 131,083 $43.3M
Mariner, LLC 0.04% Add +9.2% 130,113 $43.0M
Cerity Partners LLC 0.05% Add +3.4% 128,901 $42.6M
Nomura Asset Management Co. Ltd. 0.09% Reduce -1.9% 128,567 $42.4M
Conning Inc. 1.31% Add +6.5% 127,552 $42.1M
State of Wisconsin Investment Board 0.08% Reduce -9.1% 122,831 $40.5M
Mercer Global Advisors Inc. 0.05% Reduce -5.0% 122,532 $40.5M
HighTower Advisors, LLC 0.04% Reduce -15.1% 122,227 $40.3M
AMF Tjanstepension AB 0.23% No change 118,841 $39.2M
Braun Stacey Associates Inc. 1.08% Reduce -0.9% 115,297 $38.1M
Victory Capital Management Inc. 0.02% Reduce -10.3% 112,567 $37.2M
Illinois Municipal Retirement Fund 0.42% Add +28.5% 111,909 $36.9M
Interval Partners, LP 1.18% Add +34.1% 111,581 $36.8M
Candriam S.C.A. 0.16% Add +9.1% 110,075 $36.3M
Corient Private Wealth LP 0.05% Add +1562.2% 109,936 $36.3M
Vanguard Investments Australia, Ltd. 0.09% Reduce -2.2% 108,492 $35.8M
CIBC Asset Management Inc 0.08% Add +16.0% 107,164 $35.4M
Fifth Third Bancorp 0.06% Add +0.6% 103,982 $34.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -3.6% 103,398 $34.1M
Prudential Financial Inc. 0.04% Reduce -8.6% 101,316 $33.4M
Mirae Asset Securities (usa) Inc. 1.47% New 100,228 $33.1M
Rit Capital Partners PLC 5.33% No change 100,200 $33.1M
GW Henssler & Associates Ltd. 1.47% Reduce -0.7% 99,893 $33.0M
Swiss Life Asset Management Ltd 0.14% Add +26.1% 97,174 $32.1M
Public Employees Retirement System of Ohio 0.09% Reduce -5.9% 96,168 $31.7M
Nomura Asset Management International Inc. 0.05% Reduce -5.3% 95,395 $31.5M
Ensign Peak Advisors, Inc 0.05% Add +38.9% 94,985 $31.4M
Trillium Asset Management, LLC 0.96% Reduce -7.3% 94,972 $31.4M
M&T Bank Corp 0.09% Reduce -2.0% 94,745 $31.3M
Arbejdsmarkedets Tillaegspension 0.68% Add +9.1% 94,320 $31.1M
Tredje AP-fonden 0.14% Add +38.0% 94,053 $31.0M
Martingale Asset Management L P 0.73% Reduce -2.3% 93,416 $30.8M
Steigerwald, Gordon & Koch Inc. 3.05% Reduce -1.4% 93,276 $30.8M
Credit Agricole S A 0.08% Add +5.1% 92,717 $30.6M
Macquarie Group Ltd. 0.13% Add +177.1% 92,170 $30.4M
Citadel Advisors 0.02% Reduce -64.3% 91,711 $30.3M
Commonwealth Equity Services, LLC 0.04% Reduce -2.8% 91,676 $30.3M
Treasurer of the State of North Carolina 0.08% Reduce -2.8% 90,315 $29.8M
Dodge & Cox 0.02% Reduce -2.9% 90,119 $29.8M
QRG Capital Management, Inc. 0.24% Add +39.4% 89,892 $29.7M
Aware Super Pty Ltd as trustee of Aware Super 0.42% Reduce -4.1% 89,504 $29.5M
Cullen/Frost Bankers, Inc. 0.29% Add +0.8% 88,932 $29.4M
Vontobel Holding Ltd. 0.10% Reduce -0.3% 88,926 $29.4M
DJE Kapital AG 0.55% Add +60.0% 87,645 $29.1M
Intech Investment Management LLC 0.26% Reduce -23.1% 85,583 $28.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +6.3% 85,374 $28.2M
Midwest Trust Co 0.32% Reduce -0.8% 85,361 $28.2M
Ieq Capital, LLC 0.13% Reduce -5.7% 85,289 $28.2M
Gotham Asset Management 0.06% Reduce -12.3% 81,613 $26.9M
Cetera Investment Advisers 0.02% Reduce -1.7% 81,121 $26.8M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -4.7% 81,099 $26.8M
Arax Advisory Partners 0.18% Add +1548.1% 81,086 $26.8M
Resona Asset Management Co.,Ltd. 0.12% Reduce -8.1% 80,139 $26.5M
Natixis 0.13% Reduce -1.1% 79,795 $26.3M
Susquehanna Fundamental Investments, LLC 0.49% New 78,815 $26.0M
Handelsbanken Fonder AB 0.07% Reduce -9.2% 78,608 $25.9M
State of Tennessee, Department of Treasury 0.08% Reduce -13.8% 78,195 $25.8M
Squarepoint Ops LLC 0.05% Reduce -37.8% 78,102 $25.8M
Nisa Investment Advisors, LLC 0.08% Reduce -0.9% 76,724 $25.3M
Pittenger & Anderson Inc. 0.90% Reduce -0.0% 76,311 $25.2M
ASR Vermogensbeheer N.V. 0.26% Add +76.8% 75,350 $24.9M
Banco Santander, S.A. 0.15% Add +65.6% 72,684 $24.0M
Toronto Dominion Bank 0.04% Reduce -17.8% 72,006 $23.8M
Northwest & Ethical Investments L.P. 0.55% Reduce -12.7% 71,736 $23.7M
National Bank of Canada 0.02% Reduce -50.4% 69,690 $23.0M
FIL Ltd 0.02% Add +8.8% 68,407 $22.6M
Osaic Holdings, Inc. 0.03% Add +9.1% 68,184 $22.5M
State of New Jersey Common Pension Fund D 0.08% Reduce -10.7% 67,810 $22.4M
Epoch Investment Partners, Inc. 0.13% Reduce -38.5% 66,662 $22.0M
Keybank National Association 0.07% Reduce -2.9% 63,161 $20.9M
Calamos Advisors LLC 0.11% Reduce -8.3% 62,791 $20.7M
Greatmark Investment Partners, Inc. 2.28% Add +0.1% 62,598 $20.7M
St. James Investment Company, LLC 3.26% Reduce -8.3% 62,212 $20.5M
Gabelli Funds LLC 0.13% Reduce -0.8% 62,000 $20.5M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -29.9% 61,984 $20.5M
Rafferty Asset Management, LLC 0.05% Add +17.8% 61,943 $20.4M
First Horizon Corp. 0.78% Reduce -1.8% 61,605 $20.3M
Public Sector Pension Investment Board 0.05% Reduce -1.3% 60,706 $20.0M
Applied Finance Capital Management, LLC 1.49% Reduce -23.4% 60,592 $20.0M
Czech National Bank 0.11% Add +2.8% 60,527 $20.0M
Bank of Nova Scotia 0.03% Reduce -22.2% 60,435 $19.9M
Prudential PLC 0.13% Add +0.5% 60,044 $19.8M
Stonebridge Capital Advisors LLC 1.25% Add +0.1% 59,387 $19.6M
Oppenheimer Asset Management Inc. 0.20% Reduce -4.4% 59,242 $19.6M
Eurizon Capital SGR S.p.A. 0.05% Reduce -31.5% 58,989 $19.5M
Arizona State Retirement System 0.10% Reduce -3.5% 59,004 $19.5M
Kestra Advisory Services, LLC 0.06% Add +0.7% 58,837 $19.4M
Brookstone Capital Management 0.19% Add +13.3% 57,502 $19.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -0.6% 57,194 $18.9M
State of Michigan Retirement System 0.08% Reduce -3.6% 56,653 $18.7M
Shelton Capital Management 0.35% Add +40.7% 56,480 $18.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Add +6.3% 55,882 $18.4M
Pinnacle Financial Partners, Inc. 0.12% Reduce -2.1% 55,102 $18.2M
Jones Financial Companies LLLP 0.01% Add +61.5% 54,181 $17.7M
Whittier Trust Co. 0.17% Add +0.6% 52,144 $17.7M
GHP Investment Advisors, Inc. 0.65% Add +0.7% 53,361 $17.6M
Nomura Holdings Inc. 0.07% Add +1351.9% 53,082 $17.5M
NorthCoast Asset Management LLC 0.38% Add +3.6% 52,648 $17.4M
Captrust Financial Advisors 0.03% Reduce -1.1% 52,249 $17.2M
Worldquant Millennium Advisors LLC 0.06% Add +161.3% 51,922 $17.1M
Pathstone Holdings, LLC 0.05% Add +3.2% 50,579 $16.7M
OP Asset Management Ltd 0.18% Add +30.5% 50,365 $16.6M
DNB Asset Management AS 0.05% Reduce -1.5% 50,114 $16.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.11% No change 50,000 $16.5M
Arvest Bank Trust Division 0.80% Reduce -1.8% 49,938 $16.5M
Huntington National Bank 0.11% Reduce -3.9% 49,527 $16.3M
Mediolanum International Funds Ltd 0.14% Add +48.1% 49,093 $16.3M
Telos Capital Management, Inc. 1.43% Add +0.2% 49,145 $16.2M
Ethic Inc. 0.20% Reduce -4.5% 48,739 $16.1M
Two Sigma Investments, LP 0.01% Reduce -85.9% 48,732 $16.1M
MetLife Investment Management, LLC 0.07% Reduce -3.8% 48,640 $16.1M
Glenmede Trust Co. NA 0.07% Add +9.9% 48,637 $16.1M
Talbot Financial, LLC 1.16% Add +1.1% 47,821 $15.8M
IFM Investors Pty Ltd 0.10% Add +7.1% 47,674 $15.7M
Cantor Fitzgerald Investment Advisors L.P. 1.06% Reduce -8.0% 47,614 $15.7M
Rockefeller Capital Management L.P. 0.02% Add +43.0% 46,976 $15.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -6.8% 46,968 $15.5M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -56.4% 46,794 $15.4M
Meeder Asset Management Inc. 0.79% Add +110985.7% 46,656 $15.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -2.5% 46,267 $15.3M
State of Alaska, Department of Revenue 0.15% Reduce -7.3% 45,888 $15.1M
GMO 0.03% Add +26.6% 45,650 $15.1M
Citizens Financial Group Inc. 0.18% Reduce -0.9% 44,782 $14.8M
Retirement Systems of Alabama 0.04% Reduce -2.7% 44,673 $14.7M
Vanguard Personalized Indexing Management, LLC 0.12% Add +3.0% 44,175 $14.6M
SteelPeak Wealth, LLC 0.38% Add +916.6% 43,226 $14.3M
MML Investors Services, LLC 0.03% Add +32.4% 42,436 $14.0M
Perigon Wealth Management, LLC 0.22% Reduce -0.1% 42,067 $13.9M
Guggenheim Capital LLC 0.09% Add +10.3% 41,491 $13.7M
Balyasny Asset Management L.P. 0.03% Add +1139.8% 41,323 $13.6M
Ritholtz Wealth Management 0.20% Add +2.3% 40,794 $13.5M
Sienna Gestion 0.79% Reduce -9.3% 40,090 $13.5M
Wealthfront Advisers LLC 0.03% Add +64.0% 40,488 $13.4M
Auxier Asset Management LLC 1.75% Reduce -2.6% 39,601 $13.1M
PARK CIRCLE Co 11.52% Reduce -0.8% 39,576 $13.1M
USS Investment Management Ltd 0.05% Reduce -0.3% 39,210 $12.9M
STRS Ohio 0.05% Reduce -15.9% 38,926 $12.9M
Bridgewater Associates 0.05% Add +41.6% 38,570 $12.7M
Xponance LLC 0.08% Reduce -2.2% 38,401 $12.7M
Regions Financial Corp. 0.08% Reduce -6.2% 38,244 $12.6M
Empowered Funds, LLC 0.07% Add +5.5% 38,126 $12.6M
EP Wealth Advisors, LLC 0.05% Add +275.2% 38,042 $12.6M
Baird Financial Group, Inc. 0.02% Reduce -2.8% 37,228 $12.3M
Amalgamated Bank 0.08% Reduce -13.5% 37,039 $12.2M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -4.6% 36,959 $12.2M
MAI Capital Management 0.05% Add +11.3% 36,888 $12.2M
Goelzer Investment Management, Inc. 0.53% Reduce -3.6% 36,668 $12.1M
Bradley Foster & Sargent Inc. 0.17% Reduce -3.8% 36,444 $12.0M
Stansberry Asset Management, LLC 1.14% Reduce -15.1% 35,938 $11.9M
Aviance Capital Partners, LLC 1.22% Add +0.5% 35,596 $11.8M
Benedict Financial Advisors Inc. 2.25% Reduce -0.3% 35,082 $11.6M
Brown Advisory Inc. 0.02% Reduce -4.3% 34,895 $11.5M
First Manhattan Co. Llc. 0.03% Reduce -1.5% 34,854 $11.5M
NEOS Investment Management LLC 0.04% Add +11.3% 34,718 $11.5M
Carret Asset Management, LLC 1.00% Reduce -1.7% 34,650 $11.4M
Weiss Asset Management LP 0.19% Add +454.8% 34,618 $11.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.0% 34,345 $11.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +21.5% 34,116 $11.3M
Van Eck Associates Corp. 0.01% New 34,056 $11.2M
Sterling Capital Management LLC 0.19% Add +32.6% 34,048 $11.2M
Sequoia Financial Advisors, LLC 0.06% Add +12.8% 33,397 $11.0M
IMC-Chicago, LLC 0.10% New 33,046 $10.9M
Horizon Investments, LLC 0.12% Reduce -12.3% 32,353 $10.7M
Raiffeisen Bank International AG 0.13% Add +2.3% 32,122 $10.7M
Utah Retirement Systems 0.10% Reduce -8.8% 32,190 $10.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +3.7% 31,886 $10.5M
Murphy Pohlad Asset Management LLC 3.66% Reduce -0.3% 31,840 $10.5M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -4.9% 31,798 $10.5M
New York Life Investment Management LLC 0.07% Reduce -1.5% 31,701 $10.5M
Andra AP-fonden 0.12% Reduce -34.3% 31,584 $10.4M
Te Ahumairangi Investment Management Ltd 1.61% Add +2.8% 30,267 $10.0M
Palmer Knight Co 3.84% Reduce -2.8% 30,242 $10.0M
Koshinski Asset Management, Inc. 0.53% Add +0.8% 30,116 $9.9M
Compagnie Lombard Odier SCmA 0.10% New 29,100 $9.6M
L & S Advisors Inc 0.99% New 29,083 $9.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.03% Reduce -0.7% 28,820 $9.5M
Palisade Asset Management, LLC 0.87% Reduce -2.1% 28,634 $9.5M
Savant Capital, LLC 0.03% Add +98.9% 30,198 $9.4M
Chemung Canal Trust Co. 1.74% Reduce -4.3% 28,578 $9.4M
Kwmg, LLC 0.68% Add +1.4% 28,515 $9.4M
Nissay Asset Management Corp. /Japan 0.04% Reduce -0.7% 28,431 $9.4M
Federation des caisses Desjardins du Quebec 0.03% Add +36.8% 28,294 $9.3M
Elo Mutual Pension Insurance Co 0.12% Reduce -6.2% 28,065 $9.3M
Longbow Finance SA 1.18% Reduce -10.9% 28,059 $9.3M
CX Institutional 0.26% Reduce -3.3% 27,665 $9.1M
Assetmark, Inc. 0.02% Add +22.4% 27,278 $9.0M
Holocene Advisors, LP 0.02% New 27,071 $8.9M
Commerce Bank 0.04% Reduce -6.4% 26,943 $8.9M
Daiichi Life Insurance Co., Ltd. 0.21% Add +7.5% 26,824 $8.9M
First National Bank of Omaha 0.25% Reduce -11.5% 26,791 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.9% 26,678 $8.8M
Yousif Capital Management, LLC 0.10% Reduce -5.7% 26,606 $8.8M
Jupiter Topco LLC 0.00% — 26,408 $8.7M
New Vernon Investment Management LLC 10.59% No change 26,189 $8.6M
Oregon Public Employees Retirement Fund 0.09% Add +5.7% 26,176 $8.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.6% 25,788 $8.5M
Man Group plc 0.02% Add +18.9% 25,382 $8.4M
Erste Asset Management GmbH 0.07% Add +119.2% 25,238 $8.4M
Commerzbank Aktiengesellschaft 0.17% Add +0.6% 25,021 $8.3M
Assenagon Asset Management S.A. 0.01% Reduce -85.3% 24,922 $8.2M
Vestcor Inc 0.20% Add +19.2% 24,733 $8.2M
Blair William & Co. 0.02% Add +4.8% 24,655 $8.1M
Millennium Management 0.01% Reduce -78.3% 24,353 $8.0M
Freestone Capital Holdings, LLC 0.21% Add +0.9% 24,329 $8.0M
Manning & Napier Advisors LLC 0.10% Reduce -6.1% 24,099 $8.0M
Hantz Financial Services, Inc. 0.11% Reduce -2.4% 24,063 $7.9M
Blue Sparrow, LLC 0.08% Add +60.0% 24,000 $7.9M
UniSuper Management Pty Ltd 0.04% Add +28.5% 23,973 $7.9M
Cullinan Associates Inc. 0.59% Reduce -5.7% 23,657 $7.8M
Beacon Pointe Advisors, LLC 0.04% Reduce -2.5% 23,383 $7.7M
Capital City Trust Co. 1.59% Reduce -1.7% 23,277 $7.7M
Fisher Funds Management LTD 0.22% No change 23,134 $7.6M
HB Wealth Management, LLC 0.04% Add +9.9% 23,018 $7.6M
Peapack Gladstone Financial Corp. 0.09% Reduce -0.5% 22,924 $7.6M
Penobscot Investment Management Company, Inc. 0.52% Reduce -1.5% 22,823 $7.5M
UMB Bank, n.a. 0.09% Add +4.6% 22,483 $7.4M
Meyer Handelman Co. 0.21% No change 22,400 $7.4M
Citizens Business Bank 1.11% Reduce -1.7% 22,274 $7.4M
Lazard Asset Management LLC 0.01% Add +1.6% 22,203 $7.3M
Tidal Investments LLC 0.02% Reduce -3.6% 22,023 $7.3M
Mutual of America Capital Management LLC 0.07% Reduce -4.7% 21,910 $7.2M
Steward Partners Investment Advisory, LLC 0.04% Reduce -4.5% 21,555 $7.1M
Aptus Capital Advisors, LLC 0.05% Add +201.9% 21,390 $7.1M
Dark Forest Capital Management LP 0.45% New 21,127 $7.0M
Easterly Investment Partners LLC 0.35% New 21,000 $6.9M
Pinnacle Associates Ltd. 0.08% Add +1.7% 20,870 $6.9M
Allstate Corp. 0.07% Reduce -16.5% 20,858 $6.9M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -4.8% 20,021 $6.9M
Voleon Capital Management LP 0.12% Add +122.2% 20,652 $6.8M
Merit Financial Group, LLC 0.04% Add +6.5% 20,474 $6.8M
R.H. Investment Group, LLC 5.02% Reduce -0.7% 20,186 $6.7M
Generali Powszechne Towarzystwo Emerytalne 1.05% No change 20,118 $6.6M
Liberty One Investment Management, LLC 0.66% Add +5.4% 20,082 $6.6M
Verdence Capital Advisors LLC 0.35% Reduce -0.5% 19,976 $6.6M
First Pacific Financial 0.78% Add +0.3% 19,916 $6.6M
Avanza Fonder AB 0.14% No change 19,844 $6.6M
D.A. Davidson & Co. 0.04% Add +61.3% 19,456 $6.4M
Vestor Capital, LLC 0.40% Add +128613.5% 257,427 $6.4M
Fideuram Asset Management (Ireland) dac 0.12% New 20,875 $6.3M
Semper Augustus Investments 0.71% No change 19,100 $6.3M
Wellington Management Group LLP 0.00% Add +9.7% 19,038 $6.3M
Cannell & Spears LLC 0.11% Reduce -1.1% 18,886 $6.2M
B. Metzler seel. Sohn & Co. AG 0.05% Add +1.3% 18,866 $6.2M
Foster & Motley Inc. 0.29% Reduce -0.3% 18,794 $6.2M
Norinchukin Bank, The 0.06% Reduce -11.8% 18,669 $6.2M
CVFG LLC 0.64% Reduce -12.2% 18,471 $6.1M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.8% 18,456 $6.1M
Park Avenue Securities LLC 0.04% Add +9.0% 18,440 $6.1M
Composition Wealth, LLC 0.07% Add +0.8% 18,349 $6.1M
IFP Advisors, Inc 0.11% Reduce -0.9% 18,260 $6.0M
McCarter Private Wealth Services LLC 2.07% Reduce -8.8% 18,129 $6.0M
Meridian Investment Counsel Inc. 1.28% Reduce -1.6% 18,063 $6.0M
Pacer Advisors, Inc. 0.02% Add +29.6% 17,989 $5.9M
&partners 0.02% Add +7.2% 18,005 $5.9M
Cresset Asset Management, LLC 0.02% Reduce -2.4% 17,829 $5.9M
HM Payson & Co. 0.08% Reduce -12.7% 17,813 $5.9M
Teachers Retirement System of the State of Kentucky 0.04% No change 17,796 $5.9M
Investment Management Corp of Ontario 0.07% Reduce -11.9% 17,764 $5.9M
Lido Advisors, LLC 0.02% Add +2.0% 17,677 $5.8M
Culbertson A N & Co. Inc. 0.67% Reduce -3.1% 17,555 $5.8M
Slow Capital, Inc. 0.68% Add +4.2% 17,519 $5.8M
FAS Wealth Partners, Inc. 0.30% Add +8.7% 17,473 $5.8M
Generali Asset Management SPA SGR 0.10% Reduce -2.4% 17,446 $5.8M
Vident Advisory, LLC 0.04% Reduce -20.5% 17,346 $5.7M
Valley Wealth Managers, Inc. 0.33% Add +2.1% 17,189 $5.7M
Arjuna Capital 1.27% Reduce -3.0% 17,029 $5.6M
Pinebridge Investments LLC 0.05% Add +74.6% 16,974 $5.6M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.6% 16,936 $5.6M
Argent Trust Co 0.16% Reduce -0.6% 16,867 $5.6M
Groupe la Francaise 0.07% Reduce -35.6% 16,830 $5.6M
SGL Investment Advisors, Inc. 1.92% Add +1.2% 14,689 $5.5M
Mizuho Securities USA LLC 0.09% Add +27.4% 16,648 $5.5M
Los Angeles Capital Management LLC 0.02% Reduce -92.5% 16,581 $5.5M
AE Wealth Management LLC 0.03% Reduce -36.5% 16,535 $5.5M
Baker Avenue Asset Management, LP 0.10% Add +3.5% 16,472 $5.4M
Sawyer & Company, Inc 1.82% Reduce -2.6% 16,460 $5.4M
Advisory Services Network, LLC 0.06% Add +3.9% 16,425 $5.4M
AIA Group Ltd 0.07% Reduce -34.0% 16,172 $5.3M
Alps Advisors Inc. 0.02% Add +17.8% 16,073 $5.3M
Leuthold Group, LLC 0.53% Reduce -4.9% 16,008 $5.3M
Moody Aldrich Partners LLC 0.93% No change 15,761 $5.2M
Unison Advisors LLC 0.36% Add +0.4% 15,684 $5.2M
Prospera Financial Services Inc 0.08% Add +1.3% 15,647 $5.2M
Fulcrum Asset Management LLP 0.51% New 15,488 $5.1M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -0.8% 15,479 $5.1M
Principle Wealth Partners LLC 0.25% Reduce -2.5% 15,470 $5.1M
KCM Investment Advisors LLC 0.15% Reduce -5.4% 15,446 $5.1M
Plato Investment Management Ltd 0.29% Add +112.0% 10,260 $5.1M
Elevate Capital Advisors, LLC 2.81% Reduce -10.7% 15,351 $5.1M
Caprock Group, LLC 0.10% New 15,318 $5.1M
iA Global Asset Management Inc. 0.06% Add +9.6% 15,167 $5.0M
FinArc Investments, Inc. 4.54% Add +0.1% 15,160 $5.0M
Bokf, NA 0.07% Add +1.3% 15,105 $5.0M
Applied Capital LLC 3.32% Add +0.1% 15,072 $5.0M
Saudi Central Bank 0.06% Add +80.8% 14,885 $4.9M
Siemens Fonds Invest GmbH 0.24% Reduce -0.3% 14,621 $4.8M
Eagle Rock Investment Company, LLC 0.60% Add +41.4% 14,612 $4.8M
Lee Danner & Bass Inc. 0.28% Reduce -3.8% 14,490 $4.8M
Wakefield Asset Management LLLP 1.07% Add +1.2% 14,345 $4.7M
Americana Partners, LLC 0.11% Add +23.7% 14,326 $4.7M
Forvis Mazars Wealth Advisors, LLC 0.08% Add +0.1% 14,145 $4.7M
GLOBALT Investments LLC / GA 0.16% Reduce -2.1% 14,095 $4.7M
RNC Capital Management LLC 0.19% Add +0.3% 14,071 $4.6M
NewEdge Wealth, LLC 0.05% Reduce -12.0% 14,064 $4.6M
Romano Brothers and Company 0.47% Reduce -3.4% 14,052 $4.6M
Orion Porfolio Solutions, LLC 0.04% Add +1.7% 14,038 $4.6M
Caisse Des Depots Et Consignations 0.08% Add +97.5% 14,028 $4.6M
Kingsview Wealth Management, LLC 0.06% Reduce -45.5% 13,826 $4.6M
Railway Pension Investments Ltd 0.06% Reduce -23.3% 13,800 $4.6M
Integrated Wealth Concepts LLC 0.03% Add +18.0% 13,714 $4.5M
Kentucky Retirement Systems 0.11% Reduce -54.4% 13,701 $4.5M
Tower Bridge Advisors 0.40% No change 13,566 $4.5M
1ST Source Bank 0.20% Add +0.1% 13,562 $4.5M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 13,470 $4.4M
Abn Amro Investment Solutions 0.04% Add +9.9% 13,377 $4.4M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -12.0% 13,357 $4.4M
GAMMA Investing LLC 0.16% Add +9.3% 13,262 $4.4M
OMERS ADMINISTRATION Corp 0.03% Add +2.0% 13,262 $4.4M
Rossmore Private Capital 0.35% Add +1.1% 13,209 $4.4M
DRW Securities, LLC 0.26% New 13,222 $4.4M
Carnegie Investment Counsel 0.09% Add +1.7% 13,080 $4.3M
William B. Walkup & Associates, Inc. 2.07% Reduce -1.0% 13,006 $4.3M
Hancock Whitney Corp. 0.07% Reduce -0.1% 12,970 $4.3M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +12.4% 12,721 $4.2M
Bessemer Group Inc. 0.01% Add +0.0% 12,668 $4.2M
Choreo, LLC 0.05% Reduce -13.2% 12,632 $4.2M
Cibc World Market Inc. 0.01% Add +150.2% 12,488 $4.1M
Empire Financial Management Company, LLC 1.63% Reduce -2.9% 12,433 $4.1M
Cyndeo Wealth Partners, LLC 0.19% Reduce -6.1% 12,423 $4.1M
Rothschild Investment LLC 0.15% Add +165.6% 12,391 $4.1M
Argent Advisors, Inc. 1.02% Add +0.1% 12,376 $4.1M
Atlantic Edge Private Wealth Management, LLC 0.84% Add +37.3% 12,330 $4.1M
GTS Securities LLC 0.09% Add +261.6% 12,328 $4.1M
Bleakley Financial Group, LLC 0.05% Add +12.1% 12,256 $4.0M
Mission Wealth Management, LP 0.05% Add +222.6% 12,131 $4.0M
Woodline Partners LP 0.01% Reduce -94.7% 12,108 $4.0M
Garner Asset Management Corp 1.30% Add +3.2% 12,099 $4.0M
Asset Dedication, LLC 0.25% Reduce -2.1% 12,070 $4.0M
Sciencast Management LP 0.83% Add +93.0% 12,060 $4.0M
Private Advisor Group, LLC 0.02% Reduce -49.4% 12,052 $4.0M
Genus Capital Management Inc. 0.39% Reduce -51.5% 12,015 $4.0M
Compass Wealth Management LLC 0.75% Reduce -0.2% 11,965 $3.9M
Hennion & Walsh Asset Management, Inc. 0.11% Add +1.8% 11,916 $3.9M
Ballentine Partners, LLC 0.05% Reduce -1.9% 11,894 $3.9M
Hartford Investment Management Co. 0.11% Reduce -4.5% 11,873 $3.9M
Annex Advisory Services, LLC 0.07% Add +299.2% 11,765 $3.9M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -97.4% 11,651 $3.8M
Maryland State Retirement & Pension System 0.06% Add +4.3% 11,446 $3.8M
Delta Financial Advisors LLC 0.88% Reduce -1.0% 11,266 $3.7M
Farther Finance Advisors, LLC 0.03% Add +7.3% 11,246 $3.7M
United Capital Financial Advisors, LLC 0.02% Add +2.6% 11,218 $3.7M
Lincoln Capital LLC 0.66% Reduce -4.7% 11,218 $3.7M
Patton Albertson Miller Group, LLC 0.37% Reduce -2.0% 11,150 $3.7M
Capitolis Liquid Global Markets LLC 0.02% Reduce -33.7% 11,142 $3.7M
Alkeme Wealth, LLC 1.40% Add +0.1% 11,071 $3.7M
Ossiam 0.05% Add +31.2% 10,973 $3.6M
Louisiana State Employees Retirement System 0.05% Reduce -0.9% 10,900 $3.6M
New Mexico Educational Retirement Board 0.09% Add +2.9% 10,778 $3.6M
Third View Private Wealth, LLC 0.44% Reduce -8.0% 10,777 $3.6M
Acropolis Investment Management, LLC 0.14% Reduce -6.7% 10,773 $3.6M
Pinnacle Holdings, LLC 1.17% Reduce -3.7% 10,754 $3.6M
Praxis Investment Management Inc. 0.19% Add +14.1% 10,733 $3.5M
D. E. Shaw & Co. 0.00% New 10,642 $3.5M
Kintegral Advisory, LLC 0.28% No change 10,613 $3.5M
Quadrant Capital Group LLC 0.10% Add +0.3% 10,520 $3.5M
Peddock Capital Advisors, LLC 0.69% Reduce -0.4% 10,477 $3.5M
Stephens Inc. 0.04% Add +11.9% 10,429 $3.4M
Fulton Bank, N.A. 0.10% Reduce -7.4% 10,158 $3.4M
Evercore Wealth Management, LLC 0.05% Reduce -2.9% 10,147 $3.3M
Atlantic Union Bankshares Corp 0.06% Reduce -4.7% 10,085 $3.3M
Summit Trail Advisors, LLC 0.04% Add +18.0% 10,017 $3.3M
Agf Management Ltd. 0.01% Reduce -16.5% 9,998 $3.3M
Levin Capital Strategies, L.P. 0.22% Reduce -8.3% 9,973 $3.3M
Burney Co./ 0.09% Add +0.5% 9,890 $3.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.6% 9,700 $3.2M
Brevan Howard Capital Management LP 0.05% Add +138.9% 9,798 $3.2M
AG2R La Mondiale Gestion D'actifs 0.12% Add +7.6% 9,782 $3.2M
White Pine Capital LLC 0.76% Reduce -3.6% 9,779 $3.2M
Icon Wealth Advisors, LLC 0.19% New 9,769 $3.2M
Wesleyan Assurance Society 0.16% No change 9,740 $3.2M
Brighton Jones LLC 0.06% Add +4.9% 9,691 $3.2M
DSG Capital Advisors, LLC 0.45% Reduce -1.7% 9,488 $3.2M
Sigma Planning Corp 0.08% Add +98.3% 9,627 $3.2M
Academy Capital Management 0.42% No change 9,617 $3.2M
AssuredPartners Investment Advisors, LLC 0.31% Add +4.8% 9,550 $3.2M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -13.6% 9,521 $3.1M
Lighthouse Financial Services Inc. 0.66% Add +1.0% 9,382 $3.1M
PEAK6 LLC 0.08% Add +484.2% 9,505 $3.1M
Hennessy Advisors Inc. 0.10% Reduce -74.3% 9,500 $3.1M
KKM Financial LLC 0.43% Reduce -17.1% 8,370 $3.1M
Gateway Investment Advisers LLC 0.03% Add +73.6% 9,376 $3.1M
Parsons Capital Management Inc. 0.14% Reduce -1.1% 9,347 $3.1M
Diversify Advisory Services, LLC 0.05% New 7,860 $3.1M
Diversify Wealth Management, LLC 0.05% Reduce -4.4% 7,860 $3.1M
Clearstead Advisors, LLC 0.03% Add +25.8% 9,273 $3.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.77% Add +0.2% 9,240 $3.0M
Nilsine Partners, LLC 0.21% Add +0.2% 9,223 $3.0M
Twin Capital Management Inc. 0.33% Reduce -0.2% 9,147 $3.0M
Choate Investment Advisors 0.05% Reduce -0.7% 9,005 $3.0M
Canada Post Corp Registered Pension Plan 0.10% No change 8,971 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -51.0% 8,964 $3.0M
Mgo One Seven LLC 0.05% Add +19.0% 8,927 $2.9M
Jacobi Capital Management LLC 0.14% Add +2.2% 8,885 $2.9M
Grey Ledge Advisors, LLC 0.59% Reduce -1.3% 8,863 $2.9M
Ashford Capital Management Inc. 0.31% No change 8,833 $2.9M
Crossmark Global Holdings, Inc. 0.04% Reduce -7.9% 8,808 $2.9M
Greenleaf Trust 0.03% Add +4.7% 8,754 $2.9M
Moors & Cabot, Inc. 0.11% Reduce -5.0% 8,746 $2.9M
Benin Management CORP 0.58% Reduce -1.4% 8,743 $2.9M
Avalon Trust Co 0.18% Reduce -0.6% 8,734 $2.9M
Ascent Group, LLC 0.09% Add +11.6% 8,615 $2.8M
Spire Wealth Management 0.09% Add +5.8% 8,607 $2.8M
Smith Salley Wealth Management 0.12% Add +3.4% 8,524 $2.8M
Kimelman & Baird, LLC 0.21% No change 8,514 $2.8M
NewEdge Advisors, LLC 0.01% Reduce -3.9% 8,459 $2.8M
Cim, LLC 0.36% Add +3.3% 8,412 $2.8M
MUFG Securities EMEA plc 0.03% Reduce -92.6% 8,323 $2.7M
Concord Wealth Partners 0.31% Add +3.0% 8,300 $2.7M
Accredited Investors Inc. 0.12% No change 8,300 $2.7M
Venture Visionary Partners LLC 0.08% Add +11.6% 8,226 $2.7M
Ancora Advisors LLC 0.05% Add +1.6% 8,157 $2.7M
Essex Financial Services, Inc. 0.13% Add +2.5% 8,143 $2.7M
Empirical Finance, LLC 0.11% Add +3.1% 8,136 $2.7M
Concord Asset Management, LLC 0.41% Add +1.1% 8,077 $2.7M
Canandaigua National Bank & Trust Co. 0.22% — 8,034 $2.7M
Capital Wealth Planning, LLC 0.01% Add +0.2% 8,019 $2.6M
CoreCap Advisors, LLC 0.08% Reduce -1.3% 7,985 $2.6M
Convergence Investment Partners, LLC 0.25% Add +24.4% 7,936 $2.6M
Rydar Equities, Inc. 1.47% Add +27.9% 7,159 $2.6M
Bank & Trust Co 1.65% Reduce -0.5% 7,895 $2.6M
Concurrent Investment Advisors, LLC 0.02% Add +6.1% 7,889 $2.6M
Mitchell McLeod Pugh & Williams Inc. 0.32% Add +4.1% 7,866 $2.6M
Carmel Capital Partners, LLC 0.85% Reduce -7.7% 7,819 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -34.2% 7,786 $2.6M
Oppenheimer & Co. Inc. 0.03% Reduce -5.2% 7,781 $2.6M
Waverly Advisors, LLC 0.01% Add +19.2% 7,777 $2.6M
Ballast, Inc. 0.48% Add +17.7% 7,752 $2.6M
Metis Global Partners, LLC 0.06% Reduce -14.4% 7,731 $2.6M
E. Ohman J:or Asset Management AB 0.06% No change 7,720 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +14.5% 7,709 $2.5M
J.W. Cole Advisors, Inc. 0.04% Add +17.9% 7,678 $2.5M
Exchange Traded Concepts, LLC 0.01% Add +32.4% 7,648 $2.5M
Coldstream Capital Management Inc. 0.03% Add +4.3% 7,600 $2.5M
PYA Waltman Capital, LLC 0.60% Add +23.7% 7,598 $2.5M
Asahi Life Asset Management Co., LTD. 1.41% Reduce -4.8% 7,546 $2.5M
Cary Street Partners Financial LLC 0.05% Reduce -0.5% 7,491 $2.5M
Parallel Advisors, LLC 0.04% Add +4.2% 7,484 $2.5M
Arrow Financial Corp 0.22% Reduce -5.7% 7,357 $2.4M
Founders Financial Securities LLC 0.12% Reduce -1.0% 7,287 $2.4M
Nordwand Advisors, LLC 0.37% Add +4.8% 7,240 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.07% No change 7,239 $2.4M
Signaturefd, LLC 0.03% Add +4.8% 7,212 $2.4M
Claro Advisors Inc. 0.25% Add +0.8% 7,200 $2.4M
Kepler Cheuvreux (Suisse) SA 0.14% Reduce -13.3% 7,193 $2.4M
Focus Financial Network, Inc. 0.07% Reduce -5.4% 7,179 $2.4M
Phoenix Financial Ltd. 0.02% Add +14.9% 7,164 $2.4M
Quadcap Wealth Management, LLC 0.23% Reduce -0.1% 7,141 $2.4M
TD Private Client Wealth LLC 0.04% Add +14.8% 7,130 $2.4M
Webster Bank, N. A. 0.20% Reduce -1.6% 7,104 $2.3M
Virtue Asset Management LLC 1.67% Reduce -2.6% 7,057 $2.3M
Naples Global Advisors, LLC 0.14% No change 7,050 $2.3M
Azimuth Capital Investment Management LLC 0.08% Reduce -5.6% 7,022 $2.3M
SlateStone Wealth, LLC 0.18% Reduce -3.0% 7,014 $2.3M
Kathmere Capital Management, LLC 0.12% Add +16.9% 6,963 $2.3M
Oddo BHF Asset Management Sas 0.11% New 6,917 $2.3M
Tectonic Advisors LLC 0.11% Reduce -7.8% 6,907 $2.3M
Eagle Capital Management LLC 0.01% No change 6,900 $2.3M
Dakota Wealth Management 0.04% Reduce -0.9% 6,853 $2.3M
Krilogy Financial LLC 0.07% Add +6.5% 6,840 $2.3M
Nicolet Bankshares Inc. 0.07% Reduce -12.2% 6,657 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.5% 6,818 $2.3M
Northern Financial Advisors Inc 1.46% Add +0.9% 6,705 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +5.3% 6,695 $2.2M
Weaver Capital Management LLC 0.48% No change 7,521 $2.2M
Muhlenkamp & Co. Inc. 0.63% No change 6,627 $2.2M
Smithfield Trust Co 0.09% No change 6,620 $2.2M
Impact Partnership Wealth, LLC 0.21% New 6,611 $2.2M
LRI Investments, LLC 0.17% Reduce -0.3% 6,554 $2.2M
Harbour Investments, Inc. 0.03% Reduce -1.1% 6,518 $2.2M
Chicago Partners Investment Group LLC 0.04% Add +40.2% 5,713 $2.2M
Quantitative Investment Management, LLC 0.23% New 6,510 $2.1M
Resources Management Corp. /CT/ 0.27% No change 6,483 $2.1M
North Dakota State Investment Board 0.09% Add +0.1% 6,454 $2.1M
Callan Family Office, LLC 0.04% Reduce -0.7% 6,417 $2.1M
Mufg Securities Americas Inc. 0.11% Add +7.0% 6,405 $2.1M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -4.6% 6,403 $2.1M
IHT Wealth Management, LLC 0.04% Reduce -1.4% 6,366 $2.1M
Securian Asset Management, Inc. 0.07% Reduce -3.7% 5,651 $2.1M
Trust Co. of Vermont 0.08% — 6,280 $2.1M
Pallas Capital Advisors LLC 0.06% Add +17.9% 6,266 $2.1M
Dagco, Inc. 0.38% Reduce -4.6% 6,229 $2.1M
Brown Brothers Harriman & Co. 0.01% Add +46.3% 6,176 $2.0M
Snowden Capital Advisors LLC 0.05% Reduce -14.0% 6,173 $2.0M
Douglass Winthrop Advisors, LLC 0.04% No change 6,153 $2.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -2.5% 6,110 $2.0M
Fayez Sarofim & Co 0.00% No change 6,098 $2.0M
DAVENPORT & Co LLC 0.01% Add +5.7% 6,096 $2.0M
Gen-Wealth Partners Inc 0.56% Reduce -0.3% 6,061 $2.0M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -0.7% 6,045 $2.0M
WBH Advisory Inc. 0.13% Reduce -0.8% 6,035 $2.0M
Benjamin Edwards Inc. 0.02% Add +4.3% 6,034 $2.0M
Agate Pass Investment Management, LLC 0.73% No change 6,025 $2.0M
Courier Capital LLC 0.10% Reduce -0.1% 6,024 $2.0M
Corsicana & Co. 0.96% Add +5.5% 6,024 $2.0M
BSW Wealth Partners 0.22% Reduce -0.5% 5,999 $2.0M
AlphaCore Capital LLC 0.04% Add +57.1% 5,997 $2.0M
Tower Research Capital LLC (TRC) 0.05% Reduce -54.8% 5,990 $2.0M
First National Trust Co 0.07% Reduce -20.6% 5,978 $2.0M
Arkadios Wealth Advisors 0.03% Reduce -3.7% 5,966 $2.0M
Spartan Wealth Advisory Services LLC 0.16% Reduce -1.7% 5,934 $2.0M
Virtus Investment Advisers, LLC 0.46% Reduce -12.0% 5,934 $2.0M
Vaughan David Investments LLC 0.04% Reduce -1.3% 5,925 $2.0M
Johnson Investment Counsel Inc. 0.01% Reduce -10.5% 5,916 $2.0M
Johnson Financial Group, Inc. 0.06% Reduce -0.0% 5,876 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -5.4% 5,813 $1.9M
Churchill Financial Advisors, LLC 0.37% Reduce -2.9% 5,791 $1.9M
Bank of New Hampshire 0.40% Add +7.5% 5,783 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -0.0% 5,762 $1.9M
Dorsey & Whitney Trust CO LLC 0.09% Add +10.9% 5,712 $1.9M
Profund Advisors LLC 0.05% Reduce -3.3% 5,687 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -4.4% 5,686 $1.9M
Sivia Capital Partners, LLC 0.23% Reduce -7.0% 5,660 $1.9M
Equitable Holdings, Inc. 0.01% Reduce -46.0% 5,643 $1.9M
Mb, Levis & Associates, LLC 0.69% Add +0.2% 5,633 $1.9M
HighMark Wealth Management LLC 0.62% Add +0.6% 5,606 $1.9M
V-Square Quantitative Management LLC 0.18% Reduce -1.0% 5,606 $1.9M
Elevation Point Wealth Partners, LLC 0.03% Reduce -7.1% 5,597 $1.8M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -5.4% 5,575 $1.8M
South Dakota Investment Council 0.03% No change 5,570 $1.8M
Apollon Wealth Management, LLC 0.02% Add +42.8% 5,562 $1.8M
Impax Asset Management Group plc 0.01% No change 5,543 $1.8M
SummitTX Capital, L.P. 0.05% Add +180.7% 5,501 $1.8M
Wealthspire Advisors, LLC 0.01% Add +16.1% 5,496 $1.8M
Beacon Financial Group 0.16% Reduce -5.8% 5,410 $1.8M
Global Retirement Partners, LLC 0.03% — 5,389 $1.8M
Meeder Advisory Services, Inc. 0.06% Reduce -26.0% 5,338 $1.8M
Lyell Wealth Management, LP 0.11% Add +152.4% 5,316 $1.8M
Providence Wealth Advisors, LLC 1.03% Add +0.0% 5,179 $1.8M
Commonwealth Retirement Investments LLC 0.47% Add +4.8% 5,301 $1.7M
Roundview Capital LLC 0.10% Add +0.7% 5,283 $1.7M
Arvest Investments, Inc. 0.21% Reduce -0.5% 5,270 $1.7M
Bridges Investment Management Inc. 0.02% Add +0.3% 5,259 $1.7M
Net Worth Advisory Group 0.44% Reduce -6.1% 5,249 $1.7M
Haverford Trust Co 0.01% Add +0.8% 5,219 $1.7M
Smartleaf Asset Management LLC 0.06% No change 5,188 $1.7M
Ames National Corp. 0.94% Add +614.5% 5,187 $1.7M
Elmwood Wealth Management, Inc. 0.43% Reduce -0.2% 5,170 $1.7M
Natural Investments, LLC 0.37% Reduce -2.6% 5,170 $1.7M
Guyasuta Investment Advisors Inc. 0.09% No change 5,165 $1.7M
Glenview Trust Co 0.02% Reduce -2.2% 5,117 $1.7M
Joel Isaacson & Co., LLC 0.05% Reduce -0.2% 5,096 $1.7M
Sumitomo Life Insurance Co. 0.03% Reduce -5.7% 5,077 $1.7M
Syon Capital LLC 0.07% Add +14.9% 5,035 $1.7M
Institute for Wealth Management, LLC. 0.15% Reduce -1.7% 5,017 $1.7M
Plimoth Trust Co. LLC 0.33% Reduce -3.1% 4,967 $1.6M
JSF Financial, LLC 0.26% Add +3.0% 4,963 $1.6M
PFG Advisors 0.08% Add +10.5% 4,963 $1.6M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -3.6% 4,961 $1.6M
Dynamic Advisor Solutions LLC 0.05% Reduce -1.9% 4,902 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Add +77.1% 4,788 $1.6M
HBK Sorce Advisory LLC 0.03% Add +0.3% 4,223 $1.6M
Trust Co. of Toledo NA 0.13% Add +0.5% 4,842 $1.6M
AA Financial Advisors, LLC 0.19% Add +4.5% 4,827 $1.6M
Procyon Advisors, LLC 0.07% Add +0.3% 4,822 $1.6M
First National Advisers, LLC 0.22% Reduce -8.7% 4,782 $1.6M
Geneos Wealth Management Inc. 0.03% Add +0.0% 4,739 $1.6M
Westpac Banking Corp. 0.10% Reduce -0.7% 4,712 $1.6M
Bullock Wealth Management Group 0.67% Add +8.1% 4,645 $1.6M
Tocqueville Asset Management L.P. 0.02% Add +22.6% 4,664 $1.5M
Alerus Financial NA 0.07% Add +193.3% 4,663 $1.5M
Clare Market Investments LLC 0.28% Reduce -1.7% 4,656 $1.5M
IFC Advisors LLC 0.19% No change 4,629 $1.5M
Independent Advisor Alliance 0.04% Reduce -12.4% 4,576 $1.5M
Soltis Investment Advisors LLC 0.09% Add +8.0% 4,570 $1.5M
Compound Planning, Inc. 0.04% Add +11.3% 4,564 $1.5M
RiverFront Investment Group, LLC 0.02% Add +19.0% 4,543 $1.5M
Ostrum Asset Management 0.07% Add +6.2% 4,533 $1.5M
Private Trust Co. NA 0.12% Reduce -4.4% 4,523 $1.5M
Diversified Trust Co. 0.02% Add +0.8% 4,521 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.36% Add +0.3% 4,520 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.52% No change 4,511 $1.5M
Bull Harbor Capital LLC 0.29% Add +39.3% 4,509 $1.5M
Fiduciary Trust Co 0.02% Add +0.2% 4,507 $1.5M
Occudo Quantitative Strategies LP 0.08% New 4,500 $1.5M
NorthRock Partners, LLC 0.02% Add +3.1% 4,430 $1.5M
MWA Asset Management 0.66% Add +1.2% 4,425 $1.5M
Somerset Group LLC 1.02% No change 4,303 $1.5M
Equitable Trust Co. 0.06% Add +0.4% 4,371 $1.4M
Qtron Investments LLC 0.19% Reduce -14.1% 4,368 $1.4M
JNBA Financial Advisors 0.11% Reduce -0.5% 4,367 $1.4M
Hilltop Holdings Inc. 0.12% Reduce -15.4% 4,359 $1.4M
Hanson & Doremus Investment Management 0.15% Add +2.4% 4,337 $1.4M
Valeo Financial Advisors, LLC 0.03% Add +3.8% 4,295 $1.4M
JB Capital LLC 0.05% Add +1.4% 4,280 $1.4M
Employees Retirement System of Texas 0.01% No change 4,271 $1.4M
Coastal Bridge Advisors, LLC 0.09% Reduce -5.6% 4,262 $1.4M
Longfellow Investment Management Co. LLC 0.29% No change 4,249 $1.4M
Financial Planning Hawaii, Inc. 0.75% Add +1.3% 4,245 $1.4M
Fifth Third Wealth Advisors LLC 0.04% Add +0.1% 4,220 $1.4M
Curi Capital, LLC 0.02% Reduce -3.1% 4,209 $1.4M
Tudor Financial Inc. 0.62% No change 4,200 $1.4M
Delphi Management Inc. 1.35% Add +2.3% 4,191 $1.4M
Moody National Bank Trust Division 0.11% Add +1.1% 4,190 $1.4M
Linden Thomas Advisory Services, LLC 0.11% Add +0.1% 4,185 $1.4M
Belpointe Asset Management LLC 0.05% Reduce -3.6% 4,180 $1.4M
Blue Trust, Inc. 0.01% Reduce -2.5% 4,172 $1.4M
Cornerstone Wealth Management, LLC 0.06% Reduce -2.2% 4,172 $1.4M
Vectors Research Management, LLC 0.36% Add +1.7% 4,168 $1.4M
Bailard, Inc. 0.03% Reduce -5.1% 4,150 $1.4M
Perpetual Ltd 0.02% Reduce -1.5% 4,129 $1.4M
Flputnam Investment Management Co. 0.02% Add +0.5% 4,125 $1.4M
Synergy Asset Management, LLC 0.13% New 4,103 $1.4M
CV Advisors LLC 0.26% New 4,100 $1.4M
Private Wealth Asset Management, LLC 0.13% No change 4,063 $1.3M
Yoffe Investment Management, LLC 1.51% No change 3,987 $1.3M
Texas Bank & Trust Co 0.43% No change 3,986 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -5.3% 3,948 $1.3M
Forza Wealth Management, LLC 0.40% Reduce -0.3% 3,912 $1.3M
TIAA Wealth Investment Management LLC 0.01% Add +27.8% 3,899 $1.3M
Sterneck Capital Management, LLC 0.55% No change 3,895 $1.3M
Ofi Invest Asset Management 0.01% Add +56.0% 4,036 $1.3M
TD Waterhouse Canada Inc. 0.00% Reduce -11.7% 3,810 $1.3M
Kanawha Capital Management LLC 0.08% Add +5.5% 3,852 $1.3M
Aster Capital Management (DIFC) Ltd 0.27% New 3,841 $1.3M
Foundations Investment Advisors, LLC 0.01% Reduce -3.5% 3,837 $1.3M
Sagespring Wealth Partners, LLC 0.02% Add +8.2% 3,790 $1.3M
Wedmont Private Capital 0.03% Add +14.1% 3,669 $1.2M
Kingswood Wealth Advisors, LLC 0.05% Add +14.7% 3,736 $1.2M
Tevis Investment Management 0.67% Reduce -27.1% 3,727 $1.2M
Atom Investors LP 0.11% New 3,716 $1.2M
Daymark Wealth Partners, LLC 0.03% Reduce -2.6% 3,702 $1.2M
Frec Markets, Inc. 0.11% Add +41.6% 3,702 $1.2M
Kornitzer Capital Management Inc. 0.03% Add +3.4% 3,686 $1.2M
Tema ETFs LLC 0.04% Add +8.6% 3,671 $1.2M
Westerkirk Capital Inc. 0.12% No change 3,669 $1.2M
West Paces Advisors Inc. 0.20% Reduce -13.0% 3,667 $1.2M
Fisher Asset Management 0.00% Add +13.5% 3,658 $1.2M
Davis Asset Management, L.P. 0.03% No change 3,653 $1.2M
Capital Investment Advisors, LLC 0.02% Add +5.7% 3,633 $1.2M
Parrish Capital LLC 1.15% Reduce -14.3% 3,616 $1.2M
Principal Securities, Inc. 0.01% Reduce -4.9% 3,593 $1.2M
Harbor Capital Advisors, Inc. 0.08% Add +0.2% 3,589 $1.2M
Barden Capital Management, Inc. 1.09% Reduce -29.9% 3,573 $1.2M
TCW Group Inc. 0.01% Reduce -0.5% 3,572 $1.2M
Level Four Advisory Services, LLC 0.03% Add +10.7% 3,559 $1.2M
Boyd Watterson Asset Management LLC 0.32% No change 3,538 $1.2M
Redwood Investment Management, LLC 0.11% Reduce -1.7% 3,500 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Add +0.2% 3,494 $1.2M
Gryphon Financial Partners LLC 0.10% Add +9.4% 3,492 $1.2M
AMG National Trust Bank 0.02% Reduce -25.3% 3,487 $1.2M
Calamos Wealth Management LLC 0.04% Add +0.1% 3,465 $1.1M
Mather Group, Llc. 0.01% Add +13.3% 3,419 $1.1M
Edmond DE Rothschild Holding S.A. 0.01% Add +234.8% 3,418 $1.1M
Tiaa Trust, National Association 0.07% Reduce -21.2% 3,403 $1.1M
CWA Asset Management Group, LLC 0.03% Add +11.2% 3,399 $1.1M
Rinkey Investments 0.26% No change 3,368 $1.1M
Union Savings Bank 0.45% No change 3,363 $1.1M
Minot DeBlois Advisors LLC 0.95% Reduce -0.7% 3,361 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +6.8% 3,361 $1.1M
PFG Investments, LLC 0.04% Reduce -7.7% 3,347 $1.1M
Connecticut Wealth Management, LLC 0.04% Reduce -0.2% 3,340 $1.1M
Munich Reinsurance Co Stock Corp in Munich 0.02% Add +511.6% 3,333 $1.1M
Searle & Co. 0.24% No change 3,304 $1.1M
Villere St Denis J & Co. LLC 0.13% No change 3,303 $1.1M
Tradition Wealth Management, LLC 0.07% Add +0.1% 3,280 $1.1M
Kintra Wealth, LLC 0.06% Add +145.9% 2,926 $1.1M
1 North Wealth Services LLC 0.35% Reduce -5.3% 3,279 $1.1M
Ar Asset Management Inc. 0.20% No change 3,264 $1.1M
LVM Capital Management Ltd. 0.09% No change 3,251 $1.1M
Burns J W & Co. Inc. 0.11% Reduce -0.3% 3,249 $1.1M
Mount Lucas Management LP 0.38% Add +2.6% 3,218 $1.1M
Quad-Cities Investment Group, LLC 0.38% Reduce -0.2% 3,211 $1.1M
PCM Encore, LLC 0.19% Reduce -0.3% 3,192 $1.1M
Strategic Advisors LLC 0.23% Reduce -0.1% 3,192 $1.1M
LVW Advisors, LLC 0.09% Add +0.8% 3,175 $1.0M
VestGen Advisors, LLC 0.03% Add +3.3% 3,170 $1.0M
Frank, Rimerman Advisors LLC 0.06% Add +2.0% 3,170 $1.0M
JT Stratford LLC 0.11% Reduce -57.1% 3,168 $1.0M
Roehl & Yi Investment Advisors, LLC 0.34% Add +0.1% 3,163 $1.0M
Abner Herrman & Brock LLC 0.10% Reduce -18.6% 3,163 $1.0M
Pure Financial Advisors, LLC 0.01% Add +8.2% 3,158 $1.0M
Marble Wealth, LLC 0.16% Add +0.3% 3,150 $1.0M
Atlas Capital Advisors Inc. 0.11% Reduce -2.4% 3,145 $1.0M
HUB Investment Partners, LLC 0.02% Add +8.6% 3,132 $1.0M
Premier Path Wealth Partners, LLC 0.12% Add +3.1% 3,132 $1.0M
Bluespring Wealth Management, LLC 0.02% New 3,123 $1.0M
Rathbones Group PLC 0.00% Add +127.8% 3,111 $1.0M
OpenArc Corporate Advisory, LLC 0.01% Add +36.2% 3,076 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -7.9% 3,074 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Add +2.6% 3,069 $1.0M
Fidelis Capital Partners, LLC 0.06% Add +0.1% 3,065 $1.0M
Waddell & Associates, LLC 0.05% Add +10.3% 3,059 $1.0M
Checchi Capital Advisers, LLC 0.06% Reduce -0.2% 3,041 $1.0M
CHICAGO TRUST Co NA 0.15% Add +1.9% 3,041 $1.0M
Evernest Financial Advisors, LLC 0.21% Add +1.6% 3,037 $1.0M
World Investment Advisors 0.02% Reduce -29.2% 3,429 $1.0M
SouthState Bank Corp 0.04% Add +40.4% 3,018 $996K
Pinnacle Bancorp, Inc. 0.26% No change 3,008 $993K
Valtrion Capital Management, LLC 0.74% Add +3.2% 3,008 $993K
Clear Harbor Asset Management, LLC 0.06% Reduce -1.2% 2,989 $987K
denkapparat Operations GmbH 0.32% No change 2,962 $978K
Wilson & Boucher Capital Management, LLC 0.57% Reduce -4.9% 2,938 $970K
Wedbush Securities Inc. 0.03% Add +15.9% 2,935 $969K
Crestwood Advisors Group, LLC 0.01% Add +14.9% 2,928 $967K
Camden National Bank 0.13% No change 2,928 $967K
Berkeley Capital Partners, LLC 0.20% Add +2.9% 2,921 $964K
Integrated Advisors Network LLC 0.04% Add +0.4% 2,918 $963K
Ibex Wealth Advisors 0.08% Reduce -0.8% 2,906 $959K
Mitchell & Pahl Private Wealth, LLC 0.35% Reduce -1.5% 2,904 $959K
West Family Investments, Inc. 0.28% Add +84.9% 2,901 $958K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 2,899 $957K
Scotia Capital Inc. 0.00% Add +65.2% 2,892 $955K
Moneco Advisors, LLC 0.06% Add +7.4% 2,886 $953K
High Note Wealth, LLC 0.16% Reduce -0.8% 2,873 $948K
Empower Advisory Group, LLC 0.00% Add +1.2% 2,871 $948K
Bank of Stockton 0.27% No change 2,861 $944K
Biltmore Family Office, LLC 0.12% Add +1.6% 2,848 $940K
Lederer & Associates Investment Counsel 0.62% Reduce -4.9% 2,846 $940K
Transcend Capital Advisors, LLC 0.06% Add +14.3% 2,826 $933K
Indivisible Partners 0.05% Add +20.0% 2,825 $933K
Boston Trust Walden Corp 0.01% No change 2,819 $931K
Davis R M Inc. 0.01% Reduce -5.0% 2,815 $929K
Gsa Capital Partners LLP 0.06% New 2,810 $928K
Anchor Investment Management, LLC 0.07% Add +7.7% 2,776 $916K
Westwood Holdings Group Inc. 0.01% New 2,751 $908K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.0% 2,747 $907K
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% Reduce -6.3% 2,729 $901K
CENTRAL TRUST Co 0.02% Reduce -0.8% 2,716 $897K
Brave Asset Management Inc. 0.19% No change 2,710 $895K
Baker Ellis Asset Management LLC 0.09% No change 2,700 $891K
GC Wealth Management RIA, LLC 0.05% Reduce -5.0% 2,699 $891K
Eastern Bank 0.01% Reduce -3.8% 2,696 $890K
IKE Capital, LLC 0.47% Reduce -7.7% 2,689 $888K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +4.5% 2,675 $883K
Money Concepts Capital Corp. 0.04% New 2,658 $877K
Aries Wealth Management 0.17% No change 2,658 $877K
Inlet Private Wealth, LLC 0.21% No change 2,651 $875K
Park National Corp. 0.02% No change 2,638 $871K
Interchange Capital Partners, LLC 0.16% Add +6.9% 2,629 $868K
Old National Bancorp 0.02% Reduce -35.6% 2,628 $868K
Groupama Asset Managment 0.01% Add +0.3% 2,622 $866K
Welch & Forbes LLC 0.01% Add +0.5% 2,623 $866K
Guardian Wealth Advisors, LLC / NC 0.05% Add +0.5% 2,621 $865K
Baker Tilly Wealth Management, LLC 0.19% Reduce -3.3% 2,620 $865K
Mechanics Bank Trust Department 0.11% Add +13.7% 2,616 $864K
Associated Banc-Corp 0.02% Reduce -2.8% 2,608 $861K
B. Riley Wealth Advisors, Inc. 0.05% Add +4.5% 2,586 $858K
Franklin Street Advisors Inc. 0.05% Add +7.1% 2,586 $854K
Empirical Asset Management, LLC 0.19% Reduce -1.4% 2,563 $846K
SkyOak Wealth, LLC 0.14% No change 2,553 $843K
Legacy Financial Group LLC 0.09% Add +0.2% 2,551 $842K
Stiles Financial Services Inc 0.21% Reduce -0.1% 2,549 $841K
Bridgewater Advisors Inc. 0.05% Add +1.2% 2,250 $841K
Measured Wealth Private Client Group, LLC 0.20% Add +8.2% 2,524 $833K
Baldwin Wealth Partners LLC 0.05% Reduce -0.8% 2,517 $831K
Summit Global Investments 0.05% Reduce -65.5% 2,511 $829K
Parkside Financial Bank & Trust 0.06% Add +19.3% 2,511 $829K
Beacon Investment Advisors LLC 0.26% No change 2,507 $828K
Edgestream Partners, L.P. 0.02% New 2,491 $822K
Hamel Associates, Inc. 0.23% Add +7.1% 2,478 $818K
Aprio Wealth Management, LLC 0.04% Add +9.2% 2,473 $816K
Rexford Capital Inc. 0.50% Add +2.8% 2,468 $815K
Orrstown Financial Services Inc. 0.12% Reduce -2.1% 2,459 $812K
River Wealth Advisors LLC 0.08% Reduce -0.2% 2,459 $812K
Harbour Capital Advisors, LLC 0.15% No change 2,390 $810K
Berger Financial Group, Inc 0.04% Reduce -4.0% 2,450 $809K
Trust Asset Management LLC 0.05% Reduce -3.3% 2,440 $805K
Summit Financial, LLC 0.01% Add +4.1% 2,433 $803K
Legacy Capital Wealth Partners, LLC 0.15% Reduce -6.3% 2,431 $803K
Essex Bank 0.17% No change 2,406 $794K
Northcape Wealth Management, LLC 0.21% No change 2,400 $792K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +28.4% 2,376 $784K
Inscription Capital, LLC 0.07% Add +60.5% 2,375 $784K
1620 Investment Advisors, Inc. 0.49% Add +1.2% 2,374 $784K
Jeppson Wealth Management, LLC 0.23% No change 2,370 $782K
Iams Wealth Management, LLC 0.23% Add +23.9% 2,362 $780K
Cidel Asset Management Inc. 0.04% Add +31.9% 2,358 $778K
Eagle Harbor Asset Management Inc. 0.61% Add +0.0% 2,352 $776K
Heritage Wealth Management, Inc. 0.19% No change 2,330 $769K
WJ Financial Advisors LLC 0.56% Reduce -0.1% 2,317 $765K
Modera Wealth Management, LLC 0.01% Add +11.5% 2,316 $765K
Foundation Resource Management Inc. 0.09% No change 2,315 $764K
LMCG Investments, LLC 0.04% No change 2,315 $764K
Larson Financial Group LLC 0.02% Add +5.1% 2,296 $758K
First National Bank Sioux Falls 0.21% No change 2,533 $757K
International Assets Investment Management, LLC 0.05% Add +6.8% 2,261 $756K
Keystone Financial Group 0.04% Add +3.4% 2,288 $755K
Chesapeake Asset Management LLC 0.58% Reduce -25.4% 2,285 $754K
EverSource Wealth Advisors, LLC 0.03% Reduce -20.5% 2,280 $752K
Norden Group LLC 0.06% Add +198.3% 2,276 $751K
Cornerstone Planning, LLC 0.17% Reduce -72.2% 2,275 $751K
Robinswood Financial LLC 0.21% No change 2,271 $750K
Advisors Capital Management, LLC 0.01% Add +17.2% 2,270 $750K
Mutual Advisors, LLC 0.01% Add +15.2% 2,269 $749K
Sky Investment Group LLC 0.12% No change 2,258 $745K
Van Hulzen Asset Management, LLC 0.05% Reduce -6.8% 2,257 $745K
Wealth Alliance, LLC 0.06% Reduce -29.7% 2,252 $743K
Alhambra Investment Management LLC 0.32% Reduce -6.0% 2,250 $743K
Karani Asset Management LLC 0.54% Add +56.3% 2,240 $739K
Mendel Money Management 0.27% Reduce -9.3% 2,240 $739K
Williams Jones Wealth Management, LLC. 0.01% Add +1.8% 2,231 $736K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.2% 2,224 $734K
WHI TRUST Co LLC 0.47% No change 2,222 $734K
Steel Grove Capital Advisors, LLC 0.07% No change 2,220 $733K
Weik Capital Management 0.28% No change 2,220 $733K
Abacus Wealth Partners, LLC 0.08% Reduce -9.3% 2,215 $731K
Fortis Group Advisors, LLC 0.12% Add +0.4% 2,203 $727K
Proficio Capital Partners LLC 0.03% New 2,194 $724K
Focus Partners Wealth 0.00% Add +40.5% 2,188 $722K
City State Bank 0.17% No change 2,186 $722K
State of Wyoming 0.07% Reduce -0.2% 2,180 $720K
United Capital Management of KS, Inc. 0.09% Add +4.3% 2,146 $708K
Modern Wealth Management, LLC 0.01% Add +16.7% 2,138 $706K
Ponta Wealth Partners, LLC 0.38% Add +8.8% 2,130 $703K
Banque Transatlantique SA 0.02% Reduce -2.5% 2,124 $701K
Drive Wealth Management, LLC 0.12% Add +5.0% 2,117 $699K
SBI Okasan Asset Management Co.Ltd. 0.02% No change 2,100 $697K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% Reduce -3.7% 2,107 $696K
Ledyard National Bank 0.06% Add +0.1% 2,101 $694K
Kenora Financial, LLC 0.21% Add +23.1% 2,100 $693K
Lifeworks Advisors, LLC 0.07% Reduce -0.3% 2,095 $692K
Sagewood Asset Management LP 0.15% Add +100.7% 2,073 $684K
Cornell Pochily Investment Advisors, Inc. 0.18% Reduce -3.8% 2,070 $683K
Prostatis Group LLC 0.16% Add +105.2% 2,060 $680K
Florida Trust Wealth Management Co 0.02% Reduce -0.4% 2,060 $680K
Diligent Investors, LLC 0.15% No change 2,056 $679K
Mirabella Financial Services LLP 0.07% New 2,039 $673K
PDS Planning, Inc 0.04% Add +0.4% 2,037 $672K
PUREfi Wealth, LLC 0.37% Reduce -29.8% 2,036 $672K
Ethos Financial Group, LLC 0.04% New 1,727 $672K
Journey Advisory Group, LLC 0.05% Reduce -0.5% 2,035 $672K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -1.5% 2,034 $671K
Defined Wealth Management, LLC 0.34% Reduce -0.1% 2,019 $667K
Bearing Point Capital, LLC 0.09% No change 2,019 $667K
Parcion Private Wealth LLC 0.04% Add +44.2% 2,014 $665K
Parr McKnight Wealth Management Group, LLC 0.08% No change 2,013 $665K
Evolve Private Wealth, LLC 0.04% Reduce -35.5% 2,011 $664K
Spinnaker Trust 0.03% Add +3.8% 2,012 $664K
Everpar Advisors LLC 0.19% Add +8.6% 2,001 $661K
Finward Bancorp 0.50% No change 2,000 $660K
Patrick M Sweeney & Associates, Inc. 0.38% Reduce -0.9% 1,997 $659K
Cigna Investments Inc. 0.09% Reduce -6.1% 1,996 $659K
Central Pacific Bank - Trust Division 0.07% Add +2.2% 1,985 $655K
Keebeck Wealth Management 0.06% Add +82.1% 1,978 $653K
Riversedge Advisors, LLC 0.09% Add +27.8% 1,974 $652K
Rwa Wealth Partners, LLC 0.01% Reduce -3.6% 1,964 $648K
Destination Wealth Management 0.02% Reduce -24.1% 1,963 $648K
Schmidt P J Investment Management Inc. 0.10% Reduce -0.9% 1,960 $647K
Ashton Thomas Securities, LLC 0.10% Add +114.2% 1,964 $647K
Leavell Investment Management, Inc. 0.02% No change 1,947 $643K
Affinity Investment Advisors, LLC 0.33% Add +3.6% 1,944 $642K
Avidian Wealth Enterprises, LLC 0.02% Add +3.1% 1,941 $641K
Cahaba Wealth Management, Inc. 0.04% Add +1.3% 1,935 $639K
Donaldson Capital Management, LLC 0.02% Add +18.4% 1,929 $637K
Marco Investment Management LLC 0.04% No change 1,929 $637K
Total Wealth Planning & Management, Inc. 0.46% Add +14.8% 1,926 $636K
Mark Sheptoff Financial Planning, LLC 0.34% No change 1,925 $635K
Baron Wealth Management LLC 0.16% Add +9.3% 1,918 $633K
Advisor OS, LLC 0.04% Add +31.8% 1,910 $631K
SYM FINANCIAL Corp 0.05% Add +9.0% 1,909 $630K
Sax Wealth Advisors, LLC 0.03% Add +2.2% 2,157 $629K
LSV Asset Management 0.00% No change 1,900 $627K
Montag A & Associates Inc. 0.03% Reduce -80.1% 1,896 $626K
Jupiter Asset Management Ltd. 0.00% Reduce -94.7% 1,871 $618K
71 West Capital Partners 0.02% Add +84.1% 1,870 $617K
Peak Asset Management, LLC 0.09% No change 1,869 $617K
Stockman Wealth Management, Inc. 0.06% Add +0.2% 1,865 $616K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +2.4% 1,861 $614K
Thomasville National Bank 0.03% — 1,853 $612K
Glen Eagle Advisors, LLC 0.08% Add +20.9% 1,849 $610K
Cambient Family Office, LLC 0.07% Add +56.3% 1,844 $609K
Personal Cfo Solutions, LLC 0.09% Add +0.9% 1,839 $607K
Legacy Financial Advisors, Inc. 0.07% Reduce -3.8% 1,832 $605K
Providence First Trust Co 0.17% Add +54.0% 1,830 $604K
Savvy Advisors, Inc. 0.01% Add +27.4% 1,826 $603K
Jackson Thornton Wealth Management, LLC 0.05% Add +39.3% 1,825 $602K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.9% 1,824 $602K
Balboa Wealth Partners 0.08% Add +97.4% 1,822 $601K
CenterBook Partners LP 0.03% Reduce -81.0% 1,817 $600K
Northeast Investment Management 0.02% Reduce -0.9% 1,815 $599K
Sageworth Trust Co of South Dakota 0.37% Reduce -4.8% 1,802 $595K
Southeast Asset Advisors, LLC 0.06% No change 1,800 $594K
Valley Brook Capital Group, Inc. 0.34% No change 1,799 $594K
Madison Asset Management, LLC 0.01% Reduce -6.5% 1,798 $594K
Cambria Investment Management, L.P. 0.03% New 1,792 $592K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.4% 1,791 $591K
Appleton Partners Inc. 0.04% Reduce -6.0% 1,789 $591K
MidFirst Bank 0.04% Add +0.3% 1,787 $590K
Wesbanco Bank Inc. 0.01% Reduce -0.2% 1,776 $586K
Silvercrest Asset Management Group LLC 0.00% Reduce -26.7% 1,774 $586K
LBMC Investment Advisors, LLC 0.03% No change 1,750 $578K
AdvisorNet Financial, Inc 0.03% Add +2.3% 1,750 $578K
Insigneo Advisory Services, LLC 0.02% Reduce -6.2% 1,739 $574K
Avantax Planning Partners, Inc. 0.01% Reduce -11.0% 1,735 $573K
Sylvest Advisors, LLC 0.26% No change 1,735 $573K
Salvus Wealth Management, LLC 0.32% Reduce -1.6% 1,730 $571K
Pavion Blue Capital, LLC 0.23% No change 1,724 $569K
Stokes Family Office, LLC 0.07% Reduce -15.0% 1,714 $566K
Advyzon Investment Management, LLC 0.04% Reduce -28.5% 1,710 $565K
Brown Wealth Management, LLC 0.13% Reduce -14.5% 1,707 $564K
Neville Rodie & Shaw Inc. 0.04% No change 1,700 $562K
Zions Bancorporation, National Association 0.03% Reduce -8.1% 1,700 $561K
Nixon Peabody Trust Co. 0.04% No change 1,659 $548K
Flynn Zito Capital Management, LLC 0.15% Add +34.0% 1,658 $547K
Burke & Herbert Bank & Trust Co. 0.14% No change 1,657 $547K
Bank of Hawaii 0.03% No change 1,646 $543K
Catalyst Financial Partners LLC 0.05% Add +7.6% 1,639 $541K
Mountain Pacific Investment Advisers LLC 0.09% No change 1,635 $540K
United Community Bank 0.17% Reduce -3.8% 1,634 $539K
Bar Harbor Wealth Management 0.03% No change 1,627 $537K
Hudson Portfolio Management LLC 0.40% Reduce -0.6% 1,607 $531K
Knightsbridge Asset Management, LLC 0.07% Reduce -9.3% 1,606 $530K
Cozad Asset Management Inc. 0.03% No change 1,606 $530K
First Foundation Advisors 0.02% No change 1,596 $527K
Howland Capital Management LLC 0.02% Add +5.8% 1,596 $527K
Axxcess Wealth Management, LLC 0.01% New 1,586 $524K
Quotient Wealth Partners, LLC 0.01% Add +6.2% 1,584 $523K
Oberweis Asset Management Inc./ 0.01% Add +0.1% 1,583 $523K
Princeton Global Asset Management LLC 0.07% Add +469.4% 1,583 $523K
Nwam LLC 0.03% Add +11.1% 1,576 $520K
EntryPoint Capital, LLC 0.13% No change 1,574 $520K
Segment Wealth Management, LLC 0.03% Reduce -1.1% 1,574 $520K
Avestar Capital, LLC 0.03% Reduce -2.7% 1,573 $519K
SHP Wealth Management 0.04% Reduce -26.4% 1,568 $518K
Capstone Wealth Management, LLC 0.24% New 1,560 $515K
QTR Family Wealth, LLC 0.18% Add +13.1% 1,559 $515K
Busey Bank 0.01% Reduce -0.4% 1,558 $514K
Centaurus Financial, Inc. 0.02% Reduce -6.2% 1,555 $513K
Optimize Financial Inc. 0.18% Reduce -0.3% 1,550 $512K
Sound Capital Solutions LLC 0.12% — 1,550 $512K
SeaCrest Wealth Management, LLC 0.06% Reduce -5.3% 1,550 $512K
Prosperity Consulting Group, LLC 0.02% Add +49.6% 1,548 $511K
4WEALTH Advisors, Inc. 0.39% Add +1.4% 1,538 $510K
Ruggaard & Associates LLC 0.18% Add +22.9% 1,536 $507K
G2 Capital Management, LLC / Oh 0.11% No change 1,534 $506K
AGH Wealth Advisors, LLC 0.32% Reduce -0.7% 1,534 $506K
Tradewinds Capital Management, LLC 0.09% No change 1,532 $506K
Community Bank, N.A. 0.05% No change 1,532 $506K
Beverly Hills Private Wealth, LLC 0.10% Reduce -6.8% 1,531 $505K
Blake Schutter Theil Wealth Advisors, LLC 0.34% No change 1,531 $505K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -1.5% 1,530 $505K
First American Trust, FSB 0.03% Reduce -0.3% 1,524 $503K
Patten & Patten Inc. 0.03% No change 1,523 $503K
Mayfair Advisory Group, LLC 0.15% Add +8.3% 1,297 $502K
Root Financial Partners, LLC 0.02% Add +19.0% 1,518 $501K
Trueblood Wealth Management, LLC 0.17% Reduce -0.1% 1,518 $501K
Kovack Advisors, Inc. 0.02% Add +104.0% 1,514 $501K
WASHINGTON TRUST Co 0.02% Add +7.0% 1,518 $501K
Welch Group, LLC 0.02% Add +3.0% 1,511 $499K
Polymer Capital Management (US) LLC 0.07% Reduce -82.6% 1,511 $499K
Kestra Investment Management, LLC 0.01% Reduce -5.6% 1,509 $498K
AlphaGrep UK Ltd 0.15% Reduce -58.5% 1,506 $497K
Randolph Co Inc 0.04% No change 1,503 $496K
Home Federal Bank of Tennessee 0.11% Add +87.5% 1,500 $495K
Veracity Capital LLC 0.13% Reduce -2.7% 1,500 $495K
Henrickson Nauta Wealth Advisors, Inc. 0.12% No change 1,499 $495K
Evermay Wealth Management LLC 0.05% Add +5.7% 1,496 $494K
All Terrain Financial Advisors, LLC 0.10% No change 1,495 $494K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.9% 1,494 $493K
Integrity Alliance, Llc. 0.02% Reduce -3.5% 1,491 $492K
Two Sigma Securities, LLC 0.04% New 1,490 $492K
Main Street Financial Solutions, LLC 0.03% New 1,485 $490K
Somerville Kurt F 0.12% No change 1,485 $490K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.8% 1,476 $487K
Fiduciary Financial Group, LLC 0.06% Add +7.1% 1,475 $487K
Old Port Advisors 0.10% Reduce -3.9% 1,474 $487K
MBL Wealth, LLC 0.03% Reduce -9.8% 1,473 $486K
Monument Capital Management 0.10% Add +17.0% 1,472 $486K
UNIVEST FINANCIAL Corp 0.02% Add +0.1% 1,472 $486K
Apella Capital, LLC 0.01% Add +5.0% 1,407 $483K
First Nebraska Trust Co 0.04% Add +26.0% 1,455 $480K
Turtle Creek Wealth Advisors, LLC 0.03% Add +0.2% 1,454 $480K
Stegent Equity Advisors, Inc. 0.34% Reduce -1.1% 1,451 $479K
Belleair Asset Management, LLC 0.40% No change 1,447 $478K
Dana Investment Advisors, Inc. 0.01% No change 1,446 $477K
D'Orazio & Associates, Inc. 0.06% Add +1.6% 1,443 $476K
Focused Wealth Management, Inc 0.04% Add +27.1% 1,424 $470K
Confluence Wealth Services, Inc. 0.01% Add +44.5% 1,418 $468K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.1% 1,415 $467K
Howard Capital Management, LLC 0.01% Add +89.5% 1,410 $465K
Wellington Shields & Co., LLC 0.10% No change 1,408 $465K
Beese Fulmer Investment Management, Inc. 0.03% Add +16.3% 1,407 $465K
Advisortrust Partners, LLC 0.16% Add +6.1% 1,406 $464K
MCF Advisors LLC 0.02% No change 1,405 $464K
Succession Financial, Inc. 0.45% — 1,402 $463K
Mitchell Sinkler & Starr 0.19% No change 1,400 $462K
Pin Oak Investment Advisors Inc. 0.33% Add +0.4% 1,400 $462K
Cypress Point Wealth Management, LLC 0.09% Add +15.3% 1,398 $462K
Woodmont Investment Counsel LLC 0.03% Add +1.4% 1,398 $462K
Atticus Wealth Management, LLC 0.11% Add +1.4% 1,391 $459K
Simmons Bank 0.03% Add +3.2% 1,391 $459K
Advus Financial Partners, LLC 0.10% Reduce -0.6% 1,390 $459K
Aspen Investment Management Inc 0.12% No change 1,388 $458K
Alpine Bank Wealth Management 0.06% No change 1,380 $456K
Great Waters Wealth Management 0.04% Reduce -2.5% 1,375 $454K
Hickory Point Bank & Trust 0.28% Reduce -3.2% 1,374 $454K
Boston Family Office LLC 0.03% Reduce -5.9% 1,365 $451K
Supplemental Annuity Collective Trust of NJ 0.12% Reduce -9.7% 1,364 $450K
ForthRight Wealth Management, LLC 0.12% Reduce -3.6% 1,362 $450K
NBT Bank, N.A. 0.03% No change 1,358 $448K
Milestones Private Investment Advisors LLC 0.35% No change 1,350 $446K
SmartHarvest Portfolios, LLC 0.14% Add +17.1% 1,345 $444K
WealthPlan Investment Management, LLC 0.02% Add +1.4% 1,339 $442K
Forum Financial Management, LP 0.01% No change 1,334 $440K
Strategic Financial Services, Inc. 0.02% No change 1,330 $439K
Aureus Asset Management, LLC 0.03% Reduce -32.7% 1,328 $438K
Mainsail Asset Management, LLC 0.17% New 1,187 $438K
Baader Bank Aktiengesellschaft 0.04% Reduce -34.4% 1,325 $437K
Red Door Wealth Management, LLC 0.04% Add +1.2% 1,322 $436K
Fiduciary Group, LLC 0.03% Reduce -7.1% 1,317 $435K
Beaumont Financial Advisors, LLC 0.03% Add +2.6% 1,316 $434K
Somerset Trust Co 0.12% Add +1.0% 1,314 $434K
Colonial Trust Co / SC 0.05% Reduce -1.5% 1,313 $434K
Van Strum & Towne Inc. 0.12% No change 1,304 $430K
Oakworth Capital, Inc. 0.02% Reduce -1.1% 1,292 $430K
Onyx Bridge Wealth Group LLC 0.04% Add +11.1% 1,300 $429K
Childress Capital Advisors, LLC 0.07% Add +2.6% 1,295 $427K
Stratos Wealth Advisors, LLC 0.02% Add +1.2% 1,294 $427K
1900 Wealth Management LLC 0.02% Add +16.1% 1,293 $427K
Rothschild Wealth LLC 0.03% Reduce -8.0% 1,292 $427K
Core Alternative Capital 0.13% No change 1,291 $426K
Wealth Architects, LLC 0.03% Add +4.0% 1,288 $425K
Live Oak Private Wealth LLC 0.05% No change 1,286 $425K
Opus Capital Group, LLC 0.04% Reduce -25.8% 1,283 $424K
Transamerica Financial Advisors, LLC 0.04% Reduce -75.1% 1,284 $424K
Medallion Wealth Advisors, LLC 0.13% Add +9.3% 1,282 $423K
Financial Engines Advisors L.L.C. 0.00% Add +0.4% 1,280 $423K
Aaron Wealth Advisors LLC 0.02% Reduce -27.1% 1,273 $420K
Tiemann Investment Advisors, LLC 0.15% Reduce -11.5% 1,270 $419K
New Wave Wealth Advisors LLC 0.11% Add +30.8% 1,265 $418K
Whalerock Point Partners, LLC 0.07% Reduce -10.9% 1,265 $418K
Delta Asset Management LLC 0.04% No change 1,263 $417K
St Germain D J Co. Inc. 0.01% No change 1,261 $416K
CSS LLC 0.06% Reduce -13.7% 1,260 $416K
Keel Point, LLC 0.02% Add +12.5% 1,258 $415K
Pine Valley Investments Ltd Liability Co 0.02% Add +3.5% 1,256 $415K
Liberty Capital Management, Inc. 0.07% — 1,254 $414K
Rehmann Capital Advisory Group 0.02% Add +1.4% 1,245 $412K
Avior Wealth Management, LLC 0.01% Add +14.2% 1,248 $412K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,248 $412K
Florida Financial Advisors, LLC 0.07% Add +12.3% 1,245 $412K
Abacus Planning Group, Inc. 0.05% Add +0.4% 1,247 $412K
Kera Capital Partners, Inc. 0.04% Add +46.0% 1,245 $411K
Private Capital Management, LLC 0.04% No change 1,244 $411K
Strategic Wealth Partners, Ltd. 0.03% Reduce -0.5% 1,244 $411K
Sage Rhino Capital LLC 0.07% Add +0.4% 1,239 $409K
Compass Capital Corp. /Ma/ 0.13% Reduce -2.2% 1,089 $409K
Allegiance Financial Group Advisory Services LLC 0.07% Reduce -2.1% 1,238 $409K
Santori & Peters, Inc. 0.12% No change 1,236 $408K
Simplicity Wealth,LLC 0.01% Add +64.7% 1,235 $408K
BLB&B Advisors, LLC 0.01% Add +1.9% 1,233 $407K
Windsor Capital Management, LLC 0.11% Reduce -16.2% 1,228 $406K
Dearborn Partners LLC 0.02% Reduce -2.9% 1,227 $405K
One Wealth Advisors, LLC 0.04% No change 1,226 $405K
Investment Research Partners LLC 0.14% Add +34.9% 1,219 $402K
Greenup Street Wealth Management LLC 0.05% No change 1,218 $402K
CI Investments Inc. 0.00% Add +3.3% 1,214 $401K
Ariston Services Group 0.22% Add +0.0% 1,212 $400K
Wealth Effects LLC 0.11% No change 1,209 $399K
Plancorp, LLC 0.01% Reduce -14.4% 1,169 $399K
L2 Asset Management, LLC 0.04% Add +3.4% 1,209 $399K
C M Bidwell & Associates Ltd. 0.16% Add +15.2% 1,208 $399K
Willner & Heller, LLC 0.25% Add +2.7% 1,206 $398K
Means Investment Co., Inc. 0.03% Add +0.1% 1,202 $397K
Enhancing Capital LLC 0.27% No change 1,200 $396K
Syverson Strege & Co 0.09% Reduce -3.1% 1,200 $396K
Builder Investment Group Inc. 0.08% No change 1,200 $396K
S-Bank Fund Management Ltd 0.05% New 1,196 $395K
JFS Wealth Advisors, LLC 0.02% Add +0.3% 1,192 $394K
Earnest Partners LLC 0.00% Add +3.1% 1,191 $393K
Bridgewealth Advisory Group, LLC 0.07% Add +0.3% 1,190 $393K
Magnolia Capital Advisors LLC 0.07% New 1,185 $391K
Mission Creek Capital Partners, Inc. 0.07% Add +34.0% 1,183 $390K
3Chopt Investment Partners, LLC 0.07% Add +5.8% 1,177 $389K
Sanchez Levi Garrett 0.21% Add +1.3% 1,177 $388K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.3% 1,176 $388K
Advisors Management Group Inc. 0.06% No change 1,178 $388K
Slocum, Gordon & Co LLP 0.26% New 1,175 $388K
Optas, LLC 0.05% Add +14.6% 1,175 $388K
Charles Schwab Trust Co 0.02% Add +14.9% 1,170 $386K
Caldwell Sutter Capital, Inc. 0.15% Reduce -0.4% 1,168 $385K
Accurate Wealth Management, LLC 0.04% Add +0.8% 1,136 $385K
Bison Wealth, LLC 0.04% Reduce -8.9% 1,131 $384K
Wealthspan Partners, LLC 0.12% No change 1,161 $383K
Csenge Advisory Group 0.02% Reduce -13.5% 1,161 $383K
Flagship Wealth Advisors, LLC 0.09% Add +1.2% 1,154 $381K
Versant Capital Management, Inc 0.03% Add +57.2% 1,151 $380K
MKT Advisors LLC 0.12% Reduce -4.8% 1,104 $379K
Bayban 0.29% Reduce -1.5% 1,146 $378K
Novem Group 0.04% Reduce -1.9% 1,144 $378K
Kelly Financial Group LLC 0.08% Add +20.1% 1,148 $377K
Keystone Financial Group, Inc. 0.20% Add +0.3% 1,139 $376K
Larry Mathis Financial Planning, LLC 0.29% Add +1.2% 1,138 $376K
RFG Advisory, LLC 0.01% Add +15.4% 1,131 $374K
MFA Wealth Services 0.22% Add +0.4% 1,117 $369K
Capital Management Associates, Inc 0.07% New 1,114 $368K
Zacks Investment Management 0.00% Reduce -5.9% 1,112 $367K
Marino, Stram & Associates LLC 0.06% Reduce -1.3% 1,109 $366K
Marietta Wealth Management, LLC 0.04% Add +9.9% 1,105 $365K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.5% 1,103 $364K
Sippican Capital Advisors 0.22% Reduce -2.2% 1,100 $363K
Westco Advisory Services Inc. 0.22% Reduce -0.8% 1,100 $363K
Quent Capital, LLC 0.02% Reduce -3.2% 1,098 $363K
Abel Hall, LLC 0.06% Add +20.0% 1,098 $362K
Facet Wealth, Inc. 0.01% Add +23.5% 1,094 $361K
Centennial Bank 0.12% No change 1,091 $360K
Integrity Advisory Solutions, LLC 0.04% New 1,085 $358K
McKinley Carter Wealth Services, Inc. 0.02% No change 1,084 $358K
Avail Investment Partners, LLC 0.28% New 1,084 $358K
StoneX Group Inc. 0.01% Add +10.7% 1,089 $357K
Xxi Wealth, LLC 0.16% Add +2.2% 1,082 $357K
Five Oceans Advisors 0.11% Reduce -0.6% 1,082 $357K
Caldwell Trust Co 0.03% Reduce -7.1% 1,079 $356K
Bull Oak Capital, LLC 0.12% No change 1,078 $356K
McLean Asset Management Corp 0.05% Reduce -0.7% 950 $356K
Breakwater Capital Group 0.04% Reduce -11.4% 1,077 $356K
Fragasso Financial Advisors Inc 0.02% New 1,077 $355K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% Add +4.7% 1,067 $352K
CRA Financial Services, LLC 0.04% Reduce -0.2% 1,066 $352K
Key Financial Inc 0.06% No change 1,065 $352K
Ellsworth Advisors, LLC 0.06% New 1,066 $351K
Purkiss Capital Advisors LLC 0.13% New 1,060 $350K
Cornerstone Advisory, LLC 0.03% Reduce -4.6% 1,059 $349K
SVB Wealth LLC 0.02% Reduce -5.6% 1,056 $349K
Sageworth Trust Co 0.01% Add +5.8% 1,056 $349K
Quarry LP 0.06% Add +8.7% 1,055 $348K
HCR Wealth Advisors 0.03% Reduce -1.3% 1,043 $344K
Quantum Financial Advisors, LLC 0.03% Reduce -2.1% 1,042 $344K
Community Financial Services Group, LLC 0.05% Reduce -3.6% 1,027 $344K
Manchester Capital Management LLC 0.04% Add +2.4% 1,039 $343K
LMR Partners LLP 0.00% New 1,037 $342K
BankPlus Trust Department 0.08% Add +4.2% 1,034 $341K
Citizens National Bank Trust Department 0.05% No change 1,034 $341K
Westmount Partners, LLC 0.07% Add +18.9% 1,033 $341K
GWN Securities Inc. 0.06% Reduce -4.0% 1,033 $341K
Vermillion Wealth Management, Inc. 0.08% Reduce -1.3% 1,031 $340K
Valmark Advisers, Inc. 0.00% No change 1,026 $339K
Shulman DeMeo Asset Management LLC 0.06% Add +0.1% 1,025 $338K
TMB Capital Partners, LLC 0.11% No change 1,022 $337K
Dunhill Financial, LLC 0.07% No change 1,021 $337K
Cary Street Partners Investment Advisory LLC 0.07% Reduce -1.9% 1,021 $337K
Winning Points Advisors, LLC 0.44% No change 1,021 $337K
Resonant Capital Advisors, LLC 0.02% Reduce -3.0% 1,021 $337K
Meridian Wealth Management, LLC 0.01% Reduce -1.6% 1,018 $336K
Caerus Investment Advisors, LLC 0.11% Add +12.9% 1,016 $335K
Phillips Financial Management, LLC 0.02% Reduce -0.9% 1,015 $335K
Crews Bank & Trust 0.04% No change 1,014 $335K
Vision Capital Management, Inc. 0.04% No change 1,013 $334K
Dynamic Wealth Strategies, LLC 0.18% Reduce -3.2% 1,007 $332K
United Advisor Group, LLC 0.04% Add +5.0% 1,006 $332K
Templeton & Phillips Capital Management, LLC 0.24% No change 1,005 $332K
Sovereign Financial Group, Inc. 0.05% Reduce -0.1% 1,004 $331K
Oslo Pensjonsforsikring AS 0.04% No change 1,004 $331K
CrossGen Wealth, LLC 0.26% No change 1,000 $330K
Red Wave Investments LLC 0.08% No change 1,000 $330K
Legacy Trust 0.06% No change 1,000 $330K
Global Strategic Investment Solutions, LLC 0.03% Add +0.7% 1,000 $330K
Mill Capital Management, LLC 0.02% No change 1,000 $330K
Angeles Wealth Management, LLC 0.01% Add +2.3% 996 $329K
Financial Council, LLC 0.11% No change 994 $328K
Naviter Wealth, LLC 0.03% Add +10.9% 993 $328K
Sfmg, LLC 0.02% Add +1.2% 993 $328K
Sawgrass Asset Management LLC 0.04% No change 992 $327K
Magnus Financial Group LLC 0.02% Add +0.4% 992 $327K
Earned Wealth Advisors, LLC 0.02% Reduce -51.3% 991 $327K
Legacy Edge Advisors, LLC 0.03% Add +3.1% 989 $326K
Gateway Wealth Partners, LLC 0.02% Reduce -12.2% 988 $326K
Allegheny Financial Group 0.03% Add +27.2% 982 $324K
Wedgewood Investors Inc. 0.33% No change 980 $324K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.9% 978 $323K
Global Financial Private Client, LLC 0.09% Add +3.1% 973 $321K
Baxter Bros Inc. 0.04% No change 971 $321K
Tortoise Investment Management, LLC 0.02% Add +0.6% 970 $320K
Ti-Trust, Inc. 0.17% No change 970 $320K
Renaissance Group LLC 0.01% Reduce -4.0% 970 $320K
Lebenthal Global Advisors, LLC 0.04% No change 968 $320K
Peachtree Investment Partners, LLC 0.10% Add +19.6% 968 $320K
McAdam, LLC 0.01% Add +9.9% 967 $319K
Smith, Moore & Co. 0.02% Add +1.6% 960 $317K
Aspiriant, LLC 0.01% New 956 $316K
Texas Yale Capital Corp. 0.01% No change 956 $316K
TritonPoint Partners, LLC 0.03% New 953 $315K
Blume Capital Management, Inc. 0.05% No change 950 $314K
SageView Advisory Group, LLC 0.01% No change 948 $313K
Virtu Financial LLC 0.01% Reduce -82.3% 945 $312K
Edmp, Inc. 0.25% No change 945 $312K
Brendel Financial Advisors LLC 0.14% No change 944 $312K
Sprott Inc. 0.01% New 942 $311K
Cape Ann Savings Bank 0.15% Reduce -14.6% 940 $310K
Winthrop Advisory Group LLC 0.02% Add +12.9% 937 $309K
Canvas Wealth Advisors, LLC 0.04% Add +10.3% 935 $309K
Pacific Excel Wealth Advisors, Inc. 0.12% New 933 $308K
Shah Wealth Advisors, LLC 0.07% — 933 $308K
Penn Davis McFarland Inc. 0.03% No change 933 $308K
Heritage Family Offices, LLP 0.12% New 933 $308K
Capital Investment Advisory Services, LLC 0.02% New 933 $308K
Quantum Financial Partners LLC 0.16% — 932 $308K
FORM Wealth Advisors, LLC 0.03% No change 930 $307K
Elgethun Capital Management 0.04% Add +2.0% 928 $306K
BNC Wealth Management, LLC 0.07% Add +0.1% 926 $306K
Waterloo Capital, L.P. 0.02% Add +4.8% 922 $304K
Madrona Financial Services, LLC 0.06% Add +0.4% 921 $304K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -46.0% 619 $304K
Fiduciary Alliance LLC 0.02% Add +11.1% 918 $303K
Guardian Partners Inc. 0.03% Reduce -74.9% 916 $302K
Everhart Financial Group, Inc. 0.02% Reduce -7.8% 911 $301K
J. Safra Sarasin Holding AG 0.00% No change 1,031 $301K
Obermeyer Wealth Partners 0.01% Reduce -11.9% 910 $300K
Beirne Wealth Consulting Services, LLC 0.06% New 909 $300K
Blalock Williams, LLC 0.19% Add +5.5% 909 $300K
Thompson Siegel & Walmsley LLC 0.01% Add +4.2% 910 $300K
United Asset Strategies, Inc. 0.02% Add +0.1% 908 $300K
Gladstone Institutional Advisory LLC 0.01% Add +1.6% 906 $299K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 906 $299K
Bragg Financial Advisors, Inc 0.01% Reduce -0.9% 900 $297K
Becker Capital Management Inc. 0.01% Reduce -13.7% 898 $296K
Defiance ETFs, LLC 0.00% Add +19.5% 883 $295K
Advisory Alpha, LLC 0.01% Reduce -4.8% 894 $295K
Berman McAleer LLC 0.03% Add +3.5% 894 $295K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +2.5% 894 $295K
DiPaolo Financial Group, Inc. 0.19% Reduce -3.6% 890 $294K
Mach-1 Financial Group, LLC 0.11% New 889 $293K
Cornerstone Wealth Group, LLC 0.02% New 885 $292K
Marshall Wace, LLP 0.00% New 882 $291K
Legacy Private Trust Co. 0.02% No change 880 $291K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +4.2% 879 $290K
Howard Financial Services, LTD. 0.03% Add +2.0% 879 $290K
Altfest L J & Co. Inc. 0.03% Add +1.7% 877 $290K
Intrua Financial, LLC 0.03% Add +1.5% 877 $290K
Town Capital LLC 0.18% New 876 $289K
Barnes Wealth Management Group, Inc 0.13% Reduce -1.9% 876 $289K
Valtinson Bruner Financial Planning LLC 0.07% Add +0.1% 870 $287K
Diversified Enterprises, LLC 0.01% Reduce -0.3% 869 $287K
First Citizens Bank & Trust Co. 0.00% Add +10.9% 867 $286K
Warren Street Wealth Advisors, LLC 0.06% Add +2.1% 864 $285K
Holland Advisory Services, Inc. 0.31% No change 860 $284K
Next Capital Management LLC 0.08% No change 860 $284K
Portside Wealth Group, LLC 0.03% Reduce -5.3% 860 $284K
Narus Financial Partners, LLC 0.07% Reduce -5.6% 859 $284K
Ellevest, Inc. 0.03% Reduce -5.1% 859 $284K
Rockland Trust Co. 0.01% No change 859 $284K
Fiera Capital Corp 0.00% No change 857 $283K
Hudson Value Partners, LLC 0.07% No change 856 $283K
Trilogy Capital Inc. 0.01% Reduce -16.0% 855 $282K
Nestegg Advisors, Inc. 0.20% No change 854 $282K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.6% 850 $281K
Wayfinding Financial, LLC 0.11% Add +3.5% 851 $280K
Bfsg, LLC 0.02% Reduce -6.9% 847 $280K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -3.1% 847 $280K
Tritonpoint Wealth, LLC 0.03% New 845 $279K
Certuity, LLC 0.01% Add +13.3% 844 $279K
Pettyjohn, Wood & White, Inc. 0.04% No change 842 $278K
Members Trust Co 0.01% No change 842 $278K
Brian Low Financial Group, LLC 0.16% No change 840 $277K
Sloy Dahl & Holst, LLC 0.03% No change 839 $277K
Central Valley Advisors, LLC 0.07% No change 839 $277K
Carr Financial Group Corp 0.06% Reduce -0.1% 837 $276K
Essential Partners LLC 0.13% Reduce -78.3% 832 $275K
Everett Harris & Co. 0.00% New 832 $275K
Revolve Wealth Partners, LLC 0.03% Add +19.4% 831 $274K
American Trust 0.02% Reduce -2.0% 830 $274K
Triad Wealth Partners, LLC 0.02% New 733 $274K
Lanark Financial, Inc. 0.02% Reduce -14.7% 828 $273K
Fort Point Capital Partners LLC 0.03% Add +1.1% 826 $273K
Alta Advisers Ltd 0.06% No change 825 $272K
Basecamp Wealth Advisors LLC 0.05% No change 821 $271K
E Fund Management Co., Ltd. 0.01% Reduce -1.8% 819 $270K
Wick Capital Partners, LLC 0.04% Add +10.7% 818 $270K
Cahill Financial Advisors Inc. 0.03% No change 816 $269K
Meadowbrook Advisors Group, LLC 0.14% New 812 $268K
Walker Asset Management, LLC 0.14% No change 812 $268K
CreativeOne Wealth, LLC 0.01% Reduce -2.5% 812 $268K
Relyea Zuckerberg Hanson LLC 0.02% Add +2.5% 810 $267K
Torrey Growth & Income Advisors 0.09% No change 800 $267K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% No change 808 $267K
Briggs Wealth Management, Inc 0.24% No change 807 $266K
MRP Capital Investments, LLC 0.20% No change 805 $266K
FourThought Financial Partners, LLC 0.02% Reduce -1.6% 803 $265K
Security National Bank of So Dak 0.12% No change 800 $264K
First Community Trust NA 0.12% No change 800 $264K
EagleClaw Capital Managment, LLC 0.04% No change 800 $264K
Oarsman Capital, Inc. 0.03% No change 800 $264K
Logan Capital Management Inc. 0.01% — 800 $264K
Salem Investment Counselors Inc. 0.01% No change 794 $262K
CNB Bank 0.10% No change 794 $262K
Bell Bank 0.01% Add +1.5% 794 $262K
Castle Rock Wealth Management, LLC 0.05% Reduce -3.5% 783 $262K
Range Advisory, LLC 0.03% Add +12.8% 791 $261K
Asset Allocation & Management Company, LLC 0.09% No change 790 $261K
Mowery & Schoenfeld Wealth Management, LLC 0.36% No change 790 $261K
Voya Financial Advisors, Inc. 0.02% Reduce -20.3% 785 $261K
Strathmore Capital Advisors, Inc. 0.07% Reduce -3.0% 703 $260K
New England Research & Management, Inc. 0.10% No change 787 $260K
Clark Capital Management Group, Inc. 0.00% New 785 $259K
Walleye Trading LLC 0.00% New 784 $259K
New Republic Capital, LLC 0.06% Add +12.2% 784 $259K
KFA Private Wealth Group, LLC 0.06% Reduce -24.0% 778 $257K
FSM Wealth Advisors, LLC 0.03% Reduce -1.0% 777 $257K
Symphony Financial, Ltd. Co. 0.03% Reduce -5.2% 774 $256K
TRB Wealth Management, LLC 0.03% No change 774 $256K
Exchange Bank 0.16% No change 773 $255K
CVA Family Office, LLC 0.02% Add +1.6% 773 $255K
IFG Advisory, LLC 0.01% New 772 $255K
Founders Financial Alliance, LLC 0.03% Add +0.5% 768 $253K
Auxano Advisors, LLC 0.05% Reduce -1.7% 765 $253K
IVC Wealth Advisors LLC 0.10% Add +0.1% 764 $252K
Independent Financial Group, LLC 0.00% New 762 $252K
Highland Capital Management, LLC 0.01% No change 762 $252K
Douglas Lane & Associates, LLC 0.00% Add +4.5% 761 $251K
Allen Capital Group, LLC 0.02% Add +2.6% 760 $251K
Emerald Advisors, LLC 0.03% Reduce -1.9% 760 $251K
Adamsbrown Wealth Consultants LLC 0.05% Add +0.3% 760 $251K
Trustmark Bank Trust Department 0.01% Reduce -27.2% 758 $250K
JGP Wealth Management, LLC 0.02% Reduce -0.8% 757 $250K
Peregrine Asset Advisers, Inc. 0.05% New 757 $250K
Courage Miller Partners, LLC 0.07% No change 755 $249K
Drucker Wealth 3.0, LLC 0.04% New 755 $249K
Paces Ferry Wealth Advisors, LLC 0.09% Reduce -5.8% 754 $249K
Strategic Investment Advisors / MI 0.01% Add +27.8% 754 $249K
Curran Financial Partners, LLC 0.04% New 752 $248K
Fielder Capital Group LLC 0.05% Reduce -0.4% 752 $248K
Signature Wealth Management Partners, LLC 0.12% Reduce -1.7% 750 $248K
Mayflower Financial Advisors, LLC 0.02% Reduce -7.1% 748 $247K
Cornerstone Advisors Asset Management, LLC 0.03% No change 746 $246K
Global Assets Advisory, LLC 0.05% Reduce -17.7% 730 $246K
Silverlake Wealth Management LLC 0.05% No change 745 $246K
Parisi Gray Wealth Management 0.05% Reduce -0.3% 744 $246K
Penserra Capital Management LLC 0.00% Reduce -10.2% 748 $245K
Vicus Capital 0.02% Reduce -0.3% 742 $245K
DB&C Advisors, LLC 0.26% Add +0.1% 741 $245K
Milestone Asset Management Group, LLC 0.12% Add +0.4% 739 $244K
Thrive Wealth Management, LLC 0.03% Reduce -2.5% 737 $243K
Werba Rubin Papier Wealth Management 0.03% New 736 $243K
Valley National Advisers Inc. 0.03% Reduce -0.1% 735 $243K
Maimon Wealth Management LTD. 0.19% No change 734 $242K
Tranquility Partners, LLC 0.08% No change 734 $242K
Moss Adams Wealth Advisors LLC 0.02% Add +3.0% 732 $242K
MTM Investment Management, LLC 0.07% No change 732 $242K
Curated Wealth Partners LLC 0.03% Reduce -8.0% 732 $242K
Family Manage LLC 0.03% Add +0.8% 730 $241K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 730 $241K
Venturi Wealth Management, LLC 0.01% New 727 $240K
Alteri Wealth LLC 0.07% Add +0.3% 727 $240K
LexAurum Advisors, LLC 0.03% New 725 $239K
First Financial Bank - Trust Division 0.02% No change 724 $239K
Members Wealth LLC 0.13% Add +0.4% 724 $239K
Symmetry Partners, LLC 0.01% New 719 $237K
Sunbeam Capital Management, LLC 0.11% New 719 $237K
Clear Wave Wealth Management LLC 0.05% Add +3.0% 713 $235K
Chesley Taft & Associates LLC 0.01% Add +1.7% 709 $234K
Enterprise Financial Services Corp 0.10% Add +1.3% 708 $234K
Bouchey Financial Group, Ltd. 0.02% New 708 $234K
Peoples Bank 0.12% Reduce -0.3% 707 $233K
Keynote Financial Services LLC 0.11% New 707 $233K
Sargent Investment Group, LLC 0.03% Reduce -0.1% 704 $232K
Herold Advisors, Inc. 0.05% No change 700 $232K
Grove Bank & Trust 0.02% No change 702 $232K
Ipswich Investment Management Co., Inc. 0.05% No change 701 $231K
Pine Haven Investment Counsel, Inc 0.16% No change 700 $231K
Salzhauer Michael 0.09% No change 700 $231K
Sandhill Capital Partners LLC 0.02% No change 700 $231K
Cohen & Steers, Inc. 0.00% No change 700 $231K
Kure Advisory, LLC 0.11% Reduce -6.7% 699 $231K
Rodgers Brothers Inc. 0.02% No change 699 $231K
Stonebridge Financial Group, LLC 0.02% Add +1.2% 699 $231K
TCI Wealth Advisors, Inc. 0.01% New 699 $231K
55 North Private Wealth, LLC 0.05% New 698 $230K
TCV Trust & Wealth Management, Inc. 0.02% No change 696 $230K
Pflug Koory, LLC 0.09% Reduce -12.3% 695 $229K
CMG Global Holdings, LLC 0.10% No change 692 $228K
Howard Capital Management Group, LLC 0.01% No change 692 $228K
WealthTrust Axiom LLC 0.05% Reduce -4.7% 691 $228K
Klingman & Associates, LLC 0.01% New 691 $228K
Clear Creek Financial Management, LLC 0.01% New 691 $228K
King Wealth Management Group 0.02% New 690 $228K
Bensler, LLC 0.02% No change 688 $227K
Omnia Family Wealth, LLC 0.06% New 687 $227K
First Interstate Bank 0.01% No change 686 $226K
Caliber Wealth Management, LLC / KS 0.02% New 683 $225K
OneAscent Financial Services LLC 0.01% Reduce -0.4% 683 $225K
Blue Chip Partners, LLC 0.01% New 681 $225K
Pettee Investors, Inc. 0.11% No change 680 $224K
Fairscale Capital, LLC 0.13% No change 679 $224K
Ironwood Financial, llc 0.04% Reduce -23.8% 655 $224K
Sowell Financial Services LLC 0.01% New 676 $223K
Baldwin Investment Management, LLC 0.02% New 675 $223K
Spirepoint Private Client, LLC 0.02% Reduce -21.7% 674 $223K
Optiver Holding B.V. 0.00% New 672 $222K
bLong Financial, LLC 0.14% Reduce -13.0% 670 $221K
Sutton Place Investors LLC 0.11% New 670 $221K
Income Insurance Ltd 0.13% New 668 $221K
Harbor Investment Advisory, LLC 0.02% No change 668 $221K
Abundance Wealth Counselors 0.01% New 667 $220K
VestGen Investment Management 0.12% New 666 $220K
Victory Financial Group, LLC 0.02% New 666 $220K
Graves Light Lenhart Wealth, Inc. 0.02% New 666 $220K
Independence Financial Advisors, LLC 0.06% New 665 $220K
RKL Wealth Management LLC 0.02% New 664 $219K
Element Wealth, LLC 0.08% Reduce -4.3% 662 $219K
Waterfront Wealth Inc. 0.03% New 645 $219K
Meridian Financial Advisors, LLC 0.10% New 662 $219K
Twelve Points Wealth Management LLC 0.04% New 662 $219K
New Hampshire Trust 0.04% New 661 $218K
Howe & Rusling Inc. 0.01% New 660 $218K
Elyxium Wealth, LLC 0.02% New 659 $218K
Greenspring Advisors, LLC 0.01% New 659 $218K
Deseret Mutual Benefit Administrators 0.07% Reduce -8.2% 658 $217K
Cullen Investment Group, LTD. 0.03% New 657 $217K
Cooper Financial Group 0.02% New 654 $216K
First Fiduciary Investment Counsel, Inc. 0.04% New 655 $216K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.1% 653 $216K
Mystic Asset Management, Inc. 0.05% Reduce -9.8% 653 $216K
Values Added Financial LLC 0.08% New 651 $215K
Thomas Story & Son LLC 0.08% New 650 $215K
Clean Yield Group 0.05% No change 650 $215K
Osborne Partners Capital Management, LLC 0.01% Reduce -95.1% 650 $215K
Mattern Wealth Management LLC 0.04% New 649 $214K
Advisory Resource Group 0.03% New 649 $214K
First Western Trust Bank 0.01% New 647 $214K
Sunpointe, LLC 0.06% New 646 $213K
Brooks, Moore & Associates, Inc. 0.10% New 644 $213K
Spectrum Planning & Advisory Services Inc. 0.09% Reduce -40.6% 636 $210K
Cromwell Holdings LLC 0.09% No change 631 $208K
Wills Financial Group LLC 0.08% New 630 $208K
Meridian Wealth Partners, LLC 0.03% New 630 $208K
Adirondack Trust Co. 0.06% No change 630 $208K
W1M Asset Management Ltd 0.00% Reduce -25.8% 629 $208K
CogentBlue Wealth Advisors, LLC 0.12% New 629 $208K
OVERSEA-CHINESE BANKING Corp Ltd 0.00% New 629 $208K
Legacies Wealth LLC 0.11% No change 628 $207K
McMillan Office, Inc. 0.02% Reduce -0.8% 620 $205K
Paragon Capital Management Ltd 0.04% New 618 $204K
Ewa, LLC 0.04% New 617 $204K
Caxton Associates LLP 0.00% New 617 $204K
TriaGen Wealth Management LLC 0.05% New 616 $203K
MV Capital Management, Inc. 0.02% Add +3.7% 613 $202K
Lodestar Private Asset Management LLC 0.02% New 613 $202K
D L Carlson Investment Group Inc. 0.03% New 611 $202K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -46.7% 612 $202K
Berkshire Asset Management LLC 0.01% New 609 $201K
Laurel Oak Wealth Management, LLC 0.03% New 608 $201K
Impact Capital Partners LLC 0.05% New 607 $200K
True Wealth Design, LLC 0.05% Add +23.9% 607 $200K
Spurstone Advisory Services, LLC 2.72% No change 596 $199K
Investors Research Corp 0.04% No change 600 $198K
CYBER HORNET ETFs LLC 0.11% Reduce -5.4% 579 $191K
Tompkins Financial Corp. 0.01% No change 573 $189K
Meramec Financial Planners, LLC 0.07% Reduce -3.6% 482 $188K
Cassaday & Co Wealth Management LLC 0.00% Reduce -23.7% 558 $184K
Estabrook Capital Management 0.02% Reduce -1.3% 553 $183K
Bruce G. Allen Investments, LLC 0.11% Reduce -5.9% 546 $180K
Acumen Wealth Advisors, LLC 0.04% New 536 $177K
Evelyn Partners Group Ltd 0.00% — 529 $175K
Beaird Harris Wealth Management, LLC 0.01% No change 527 $174K
Swiss Re Ltd. 0.02% Add +558.8% 527 $174K
Silver Oak Securities, Incorporated 0.01% New 527 $174K
Golden State Wealth Management, LLC 0.02% Add +14.6% 518 $171K
SBI Securities Co., Ltd. 0.00% Reduce -62.2% 517 $171K
SRH Advisors, LLC 0.04% No change 515 $170K
CGC Financial Services, LLC 0.04% Reduce -4.5% 512 $169K
Indiana Trust & Investment Management Co 0.05% No change 507 $167K
Hager Investment Management Services, LLC 0.08% No change 500 $165K
Tanglewood Legacy Advisors, LLC 0.05% No change 500 $165K
Smallwood Wealth Investment Management, LLC 0.07% No change 499 $165K
AlphaCentric Advisors LLC 0.14% Add +4.9% 491 $162K
Wealth Enhancement Trust Services, Inc. 0.02% Add +882.0% 491 $162K
Prestige Wealth Management Group LLC 0.03% Reduce -1.6% 489 $161K
Financial Perspectives, Inc 0.04% No change 480 $158K
S.A. Mason LLC 0.05% No change 474 $156K
First Command Advisory Services, Inc. 0.00% Add +53.6% 467 $154K
Bangor Savings Bank 0.01% Add +30.9% 466 $154K
Quantum Portfolio Management LLC 0.05% New 462 $153K
University of Texas/Texas Am Investment Management Co. 0.02% New 460 $152K
Frazier Financial Advisors, LLC 0.07% No change 428 $141K
McDonald Partners LLC 0.03% New 425 $140K
Crewe Advisors LLC 0.01% Add +9.9% 422 $139K
Hilltop National Bank 0.03% Reduce -32.7% 412 $136K
Financial Consulate, Inc. 0.02% Add +2.8% 411 $136K
Bravera Wealth 0.05% No change 410 $135K
Washington Trust Advisors, Inc. 0.01% Add +2.3% 407 $134K
Duncker Streett & Co. Inc. 0.02% No change 399 $132K
Covestor Ltd 0.08% Reduce -18.5% 393 $130K
Valued Wealth Advisors LLC 0.05% Add +2.1% 381 $126K
City Holding Co. 0.01% No change 381 $126K
Motco 0.01% Add +1.1% 373 $123K
Financial Life Planners 0.08% Add +0.3% 361 $119K
Trifecta Capital Advisors, LLC 0.02% Add +2.6% 359 $119K
First United Bank & Trust 0.03% No change 359 $119K
North Star Investment Management Corp. 0.01% No change 358 $118K
CKW Financial Group 0.01% Add +2.3% 352 $118K
Generali Investments, Management Co LLC 0.03% No change 356 $118K
JPL Wealth Management, LLC 0.02% Add +2.3% 355 $117K
Ares Financial Consulting, LLC 0.08% Add +2.6% 354 $117K
Thompson Investment Management, Inc. 0.01% Add +4275.0% 350 $116K
SJS Investment Consulting Inc. 0.01% Add +16.7% 349 $115K
WPG Advisers, LLC 0.07% Add +15.3% 347 $115K
Harvest Fund Management Co., Ltd 0.00% Reduce -9.7% 345 $114K
VSM Wealth Advisory, LLC 0.03% No change 336 $111K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +63.4% 335 $111K
Pacifica Partners Inc. 0.03% No change 322 $110K
Addison Advisors LLC 0.05% Reduce -39.1% 326 $108K
Brown, Lisle/Cummings, Inc. 0.02% Add +1.6% 326 $108K
Albion Financial Group 0.01% No change 324 $107K
Strive Financial Group ,LLC 0.05% Reduce -13.0% 321 $106K
IMA Advisory Services, Inc. 0.01% Reduce -6.0% 311 $103K
Peoples Financial Services Corp. 0.04% No change 309 $102K
Capital Advisors, Ltd. LLC 0.01% No change 308 $102K
TOWER TRUST & INVESTMENT Co 0.06% No change 308 $102K
Main Street Group, LTD 0.03% No change 304 $100K
Southern Michigan Bank & Trust 0.04% No change 300 $99K
First Financial Corp. 0.03% No change 300 $99K
Murphy & Mullick Capital Management Corp 0.06% No change 295 $97K
IMG Wealth Management, Inc. 0.05% Add +3.9% 295 $97K
Triumph Capital Management 0.02% Add +7.9% 287 $95K
Keating Financial Advisory Services, Inc. 0.01% Add +17.2% 286 $94K
Coastline Trust Co 0.01% No change 285 $94K
Silvant Capital Management LLC 0.00% No change 279 $92K
Hartford Financial Management Inc. 0.02% No change 278 $92K
Blueline Advisors LLC 0.06% No change 272 $90K
Creative Financial Designs Inc. 0.00% Add +12.2% 266 $88K
Wilkerson Advisory Group LLC 0.03% Add +20.4% 265 $87K
Fiduciary Financial Advisors 0.01% New 259 $85K
Fortitude Family Office, LLC 0.02% Add +6.3% 253 $84K
Monetary Management Group Inc. 0.02% No change 251 $83K
Battery Global Advisors, LLC 0.04% No change 250 $83K
TrustBank 0.03% New 250 $83K
Physician Wealth Advisors, Inc. 0.01% Add +2.9% 246 $81K
Hilton Head Capital Partners, LLC 0.04% Add +2.1% 240 $79K
Bogart Wealth, LLC 0.00% Add +11.7% 239 $79K
Cornerstone Planning Group LLC 0.01% Add +2.5% 208 $77K
Bell Investment Advisors, Inc 0.01% No change 234 $77K
Cornerstone Financial Management LLC 0.06% Add +2.6% 232 $77K
Sit Investment Associates Inc. 0.00% No change 226 $75K
Country Trust Bank 0.00% No change 225 $74K
First Bancorp, Inc 0.03% New 223 $74K
Abound Wealth Management 0.01% Add +86.8% 213 $70K
Nemes Rush Group LLC 0.01% No change 209 $69K
Strategic Investment Solutions, Inc. 0.02% Add +6.1% 208 $69K
Silver Grove Financial Group, Inc. 0.04% Add +6800.0% 207 $68K
Vanguard National Trust Co 0.00% No change 206 $68K
Private Wealth Management Group, LLC 0.02% Reduce -32.8% 205 $68K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $66K
Heritage Wealth Advisors 0.00% No change 194 $64K
Salomon & Ludwin, LLC 0.01% No change 189 $63K
GW&K Investment Management, LLC 0.00% Add +6.3% 187 $62K
Asset Planning,Inc 0.04% Add +0.5% 185 $61K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $61K
Kennebec Savings Bank 0.05% No change 179 $59K
Wolff Wiese Magana LLC 0.03% No change 178 $59K
Park Place Capital Corp 0.01% Add +10.6% 177 $58K
Napier Financial, LLC 0.01% No change 175 $58K
Cedar Mountain Advisors, LLC 0.01% Add +3.0% 171 $56K
Westside Investment Management, Inc. 0.01% No change 168 $55K
Ogorek Anthony Joseph /NY/ 0.01% No change 169 $55K
Fourth Dimension Wealth, LLC 0.02% No change 165 $54K
High Point Wealth Management, LLC 0.04% No change 162 $53K
PlanVest Financial, Inc 0.04% No change 159 $52K
Piscataqua Savings Bank 0.04% No change 158 $52K
American Capital Advisory, LLC 0.02% Add +2.0% 154 $51K
Westfuller Advisors, LLC 0.02% Add +155.0% 153 $51K
Sarver Vrooman Wealth Advisors 0.03% Reduce -3.3% 148 $50K
Walsh & Associates, LLC 0.04% No change 150 $50K
Glass Jacobson Investment Advisors llc 0.02% No change 150 $50K
Wellington Shields Capital Management, LLC 0.01% No change 150 $50K
Atwood & Palmer Inc. 0.00% No change 150 $50K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +21.5% 147 $49K
Millstone Evans Group, LLC 0.03% Add +9.0% 145 $48K
Hughes Financial Services, LLC 0.01% Add +12.5% 144 $48K
American National Bank & Trust 0.00% No change 141 $47K
Leonteq Securities AG 0.00% Reduce -71.6% 139 $46K
Y.D. More Investments Ltd 0.00% Reduce -0.7% 137 $45K
Miller Capital Partners, Inc. 0.02% Reduce -50.2% 133 $44K
Harbor Asset Planning, Inc. 0.03% No change 130 $43K
Highline Wealth Partners LLC 0.01% Add +54.2% 128 $42K
Vision Retirement, LLC 0.01% No change 125 $41K
Allied Private Wealth LLC 0.03% — 120 $41K
YANKCOM Partnership 0.01% No change 121 $40K
Walleye Capital LLC 0.00% Reduce -9.0% 121 $40K
Nalls Sherbakoff Group, LLC 0.03% No change 120 $40K
HHM Wealth Advisors, LLC 0.00% Add +33.7% 115 $38K
Colonial Trust Advisors 0.00% Reduce -29.4% 113 $37K
Buck Wealth Strategies, LLC 0.00% New 111 $37K
Nova Wealth Management, Inc. 0.02% Reduce -7.6% 110 $36K
New England Capital Financial Advisors LLC 0.01% No change 110 $36K
Luken Investment Analytics, LLC 0.01% No change 106 $35K
DHJJ Financial Advisors, Ltd. 0.01% No change 105 $35K
Kemnay Advisory Services Inc. 0.00% Add +19.5% 104 $34K
Sachetta, LLC 0.02% Add +11.0% 101 $33K
Birchbrook, Inc. 0.02% No change 100 $33K
Greykasell Wealth Strategies, Inc. 0.01% No change 100 $33K
ESL Trust Services, LLC 0.01% No change 100 $33K
Lavaca Capital LLC 0.00% No change 100 $33K
Gill Capital Partners, LLC 0.01% No change 98 $32K
RHL Group, LLC 0.03% No change 98 $32K
Activest Wealth Management 0.01% Reduce -38.6% 97 $32K
Trust Co 0.00% Reduce -44.8% 95 $31K
Entrust Financial LLC 0.02% No change 94 $31K
Joseph Group Capital Management 0.01% Add +138.5% 93 $31K
Tounjian Advisory Partners, LLC 0.01% New 92 $30K
Torren Management, LLC 0.02% Add +1.1% 91 $30K
Delos Wealth Advisors, LLC 0.02% No change 91 $30K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +117.5% 87 $29K
Financial Management Professionals, Inc. 0.00% No change 87 $29K
Toth Financial Advisory Corp. 0.00% Reduce -51.7% 86 $28K
Barnes Dennig Private Wealth Management LLC 0.02% Add +22.4% 82 $27K
Core Capital Management & Research, inc. 0.01% — 72 $27K
Kilter Group LLC 0.01% Add +4.0% 79 $26K
Key Capital Management, INC 0.01% Reduce -1.3% 79 $26K
LifeSteps Financial, Inc. 0.01% New 79 $26K
Signature Equity Partners, LLC 0.01% Add +51.0% 77 $25K
Towne Trust Company, N.A 0.01% No change 73 $24K
SOA Wealth Advisors, LLC. 0.00% Reduce -2.8% 70 $23K
IFS Advisors, LLC 0.01% No change 69 $23K
Basepoint Wealth LLC 0.01% Reduce -13.8% 69 $23K
Ameriflex Group, Inc. 0.01% Add +30.2% 69 $23K
NFSG Corp 0.00% Reduce -46.5% 68 $23K
Raffa Wealth Management, LLC 0.00% Add +4.6% 68 $22K
Picton Mahoney Asset Management 0.00% New 68 $22K
Avion Wealth 0.00% Add +13.6% 67 $22K
WealthCollab, LLC 0.01% No change 65 $21K
Comprehensive Financial Planning, Inc. 0.01% Add +1.6% 65 $21K
EFG International AG 0.00% Add +4.9% 64 $21K
Kelleher Financial Advisors 0.00% New 63 $21K
Rialto Wealth Management, LLC 0.00% Add +19.2% 62 $20K
TOP Private Wealth LLC. 0.02% — 61 $20K
Sfam, LLC 0.02% No change 60 $20K
Rossby Financial, LCC 0.00% Reduce -3.3% 59 $19K
RMG Wealth Management LLC 0.00% No change 52 $19K
Strengthening Families & Communities, LLC 0.00% Add +3.6% 57 $19K
Mascoma Wealth Management LLC 0.00% Reduce -35.2% 57 $19K
United Financial Planning Group LLC 0.01% No change 55 $18K
Dogwood Wealth Management LLC 0.01% Add +44.7% 55 $18K
Advantage Trust Co 0.01% New 55 $18K
Provenance Wealth Advisors, LLC 0.00% New 55 $18K
West Branch Capital LLC 0.00% No change 54 $18K
Clearstead Trust, LLC 0.00% Add +17.4% 54 $18K
Costello Asset Management, INC 0.01% No change 53 $17K
Armstrong Advisory Group, Inc. 0.00% Reduce -22.4% 52 $17K
Bay Harbor Wealth Management, LLC 0.00% Add +26.8% 52 $17K
Morse Asset Management, Inc 0.00% No change 51 $17K
Prudent Man Investment Management, Inc. 0.01% No change 58 $17K
Rosenberg Matthew Hamilton 0.00% No change 50 $17K
Decker Retirement Planning Inc. 0.01% New 49 $16K
Atlatl Advisers LLC 0.00% New 49 $16K
N.E.W. Advisory Services LLC 0.00% Add +6.5% 49 $16K
Accordant Advisory Group Inc 0.01% No change 48 $16K
Continuum Advisory, LLC 0.00% New 48 $16K
Cranbrook Wealth Management, LLC 0.00% No change 46 $15K
Bare Financial Services, Inc 0.00% Add +58.6% 46 $15K
Center for Financial Planning, Inc. 0.00% No change 45 $15K
Obsidian Cio, LLC 0.01% Add +542.9% 45 $15K
Proathlete Wealth Management LLC 0.00% No change 43 $14K
Elevated Capital Advisors, LLC 0.00% No change 42 $14K
Creative Capital Management Investments LLC 0.00% New 42 $14K
Archer Investment Corp 0.00% No change 41 $14K
KERR FINANCIAL PLANNING Corp 0.01% No change 40 $13K
Chung Wu Investment Group, LLC 0.01% No change 40 $13K
DiNuzzo Private Wealth, Inc. 0.00% No change 39 $13K
FNY Investment Advisers, LLC 0.00% New 39 $12K
Capital Analysts, LLC 0.00% No change 36 $12K
USA Financial Formulas 0.00% — 36 $12K
McGuire Capital Advisors Inc. 0.01% No change 35 $12K
Your Advocates Ltd., LLP 0.00% No change 35 $12K
Raleigh Capital Management Inc. 0.00% No change 34 $11K
Gleason Group, Inc. 0.00% Add +100.0% 32 $11K
Regatta Research & Money Management 0.01% — 31 $10K
TD Capital Management LLC 0.00% No change 31 $10K
Proffitt & Goodson Inc. 0.00% No change 29 $10K
Marquette Asset Management, LLC 0.00% No change 28 $9K
Lodestone Wealth Management LLC 0.00% No change 28 $9K
Boreal Capital Management LLC 0.01% No change 25 $8K
Aspect Partners, LLC 0.00% No change 25 $8K
BOK Financial Private Wealth, Inc. 0.00% New 25 $8K
Sunrise Financial Services, LLC 0.00% No change 24 $8K
HFM Investment Advisors, LLC 0.00% Add +91.7% 23 $8K
Advocate Investing Services LLC 0.01% No change 22 $7K
Whipplewood Advisors, LLC 0.00% Reduce -75.6% 22 $7K
Elevation Wealth Partners, LLC 0.00% Add +46.7% 22 $7K
Principia Wealth Advisory, LLC 0.00% Add +5.6% 19 $6K
Downshift Financial, LLC 0.00% New 19 $6K
Barrett & Company, Inc. 0.00% New 19 $6K
Arlington Trust Co LLC 0.00% No change 19 $6K
TFC Financial Management, Inc. 0.00% Add +7.1% 15 $5K
Clark Wealth Partners 0.00% Add +27.3% 14 $5K
Mechanics Financial Corp 0.00% New 14 $5K
Burk Holdings LLC 0.00% Reduce -96.6% 14 $5K
1015 Capital Partners, LLC 0.00% No change 13 $4K
Evolution Wealth Management Inc. 0.00% No change 13 $4K
Planning Strategies Inc. 0.00% — 12 $4K
Davis Capital Management 0.00% Add +50.0% 12 $4K
Plante Moran Financial Advisors, LLC 0.00% Reduce -87.6% 12 $4K
PFS Partners, LLC 0.00% No change 10 $3K
Birchwood Financial Partners, Inc. 0.00% No change 10 $3K
Signature Resources Capital Management, LLC 0.00% No change 10 $3K
S&T Bank 0.00% No change 10 $3K
Synergy Investment Management, LLC 0.00% Add +14.3% 8 $3K
Oakmont Advisory Group, LLC 0.00% New 9 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 9 $3K
Mosley Wealth Management 0.00% New 9 $3K
DecisionPoint Financial, LLC 0.00% Add +250.0% 7 $2K
PayPay Securities Corp 0.06% No change 7 $2K
Security National Bank of Sioux City Iowa 0.00% New 7 $2K
Rakuten Securities, Inc. 0.00% Add +133.3% 7 $2K
WestEnd Advisors, LLC 0.00% No change 7 $2K
Navigoe, LLC 0.00% New 9 $2K
Roxbury Financial LLC 0.00% New 6 $2K
Seneschal Advisors, LLC 0.00% No change 6 $2K
Sittner & Nelson, LLC 0.00% No change 6 $2K
Aventura Private Wealth, LLC 0.00% No change 6 $2K
Cape Investment Advisory, Inc. 0.00% New 6 $2K
POM Investment Strategies, LLC 0.00% No change 5 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 5 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 4 $1K
Luminist Capital LLC 0.00% New 4 $1K
Phillip James Consulting Co. 0.00% No change 4 $1K
Operose Advisors LLC 0.00% Add +300.0% 4 $1K
Spectrum Wealth Advisory Group, LLC 0.00% New 3 $998
Noble Wealth Management PBC 0.00% New 3 $990
Nvwm, LLC 0.00% Add +50.0% 3 $990
Compass Financial Management LLC 0.00% — 3 $990
Cordant, Inc. 0.00% New 3 $885
Maryland Capital Advisors Inc. 0.00% — 2 $661
Breakwater Investment Management 0.00% Reduce -77.8% 2 $661
Caitlin John, LLC 0.00% Reduce -99.8% 2 $660
Stone House Investment Management, LLC 0.00% No change 2 $660
Morton Brown Family Wealth, LLC 0.00% New 2 $660
Tidemark, LLC 0.00% No change 2 $660
Sankala Group LLC 0.00% New 1 $367
Rachor Investment Advisory Services, LLC 0.00% New 1 $1
Evolution Advisers, Inc. 0.00% New 1 $0
Coston, McIsaac & Partners 0.00% No change 2 $0

"% of holder's portfolio" is TRV's weight in each manager's 13F, not the share of The Travelers Cos Inc. the manager owns.