JPMORGAN CHASE & CO

01

JTC Employer Solutions Trustee Ltd

5.88% ↓ 0.6pp

α +22.6pts

02

Sara-Bay Financial

5.25% ↓ 0.7pp

α +22.0pts

03

R.m.sincerbeaux Capital Management LLC

5.12% held

α +14.2pts

04

Bradley Foster & Sargent INC

4.40% ↑ +4.0pp

α +11.1pts

05

ACR Alpine Capital Research, LLC

4.30% NEW

α +26.8pts

06

Venture Visionary Partners LLC

2.43% ↑ +1.6pp

α +10.3pts

07

Cypress Capital Group

2.38% ↑ +1.3pp

α +12.6pts

08

Bolthouse Investments, LLC

2.34% NEW

α +13.6pts

09

Shufro Rose & Co. LLC

2.28% NEW

α +32.3pts

10

Beverly Hills Private Wealth, LLC

2.28% NEW

α +10.4pts

11

ProVise Management Group, LLC

2.21% NEW

α +11.2pts

12

Fiduciary Alliance LLC

2.20% ↑ +1.9pp

α +16.8pts

13

Svb Wealth LLC

1.83% ↑ +1.4pp

α +29.6pts

14

Hummer Financial Advisory Services Inc

1.82% NEW

α +53.0pts

15

D L Carlson Investment Group Inc.

1.81% ↑ +1.5pp

α +17.7pts

16

Stamos Capital Partners, L.P.

1.65% ↓ 0.9pp

α +10.2pts

17

Delta Financial Advisors LLC

1.62% NEW

α +18.1pts

18

Wincap Financial LLC

1.43% ↑ +0.5pp

α +14.0pts

19

Courier Capital LLC

1.27% NEW

α +14.9pts

20

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

1.26% ↑ +1.1pp

α +13.4pts

21

Sulzberger Capital Advisors, Inc.

1.24% NEW

α +15.0pts

22

Banco Santander, S.A.

1.24% ↑ +0.6pp

α +12.6pts

23

ELCO Management Co., LLC

1.24% NEW

α +10.8pts

24

Hamel Associates, Inc.

1.19% ↑ +1.0pp

α +12.3pts

25

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

1.14% ↓ 1.1pp

α +27.5pts

26

Laidlaw Wealth Management LLC

1.13% ↑ +0.6pp

α +11.1pts

27

Legacy Wealth Management, LLC / MS

1.05% NEW

α +14.9pts

28

Corsicana & Co.

1.04% held

α +20.0pts

29

Linscomb Wealth, Inc.

1.00% NEW

α +32.6pts

30

Nisa Investment Advisors, LLC

0.97% held

α +16.6pts

31

Erste Asset Management GmbH

0.94% NEW

α +33.4pts

32

Choate Investment Advisors

0.93% NEW

α +13.8pts

33

Triasima Portfolio Management inc.

0.92% ↓ 0.6pp

α +15.7pts

34

Citigroup Inc.

0.91% NEW

α +26.3pts

35

New Age Alpha Advisors, LLC

0.87% held

α +10.8pts

36

Costello Asset Management, INC

0.87% held

α +14.3pts

37

Pittenger & Anderson Inc.

0.87% NEW

α +21.3pts

38

Freemont Management S.A.

0.76% held

α +20.1pts

39

MFA Wealth Services

0.72% NEW

α +16.2pts

40

One Plus One Wealth Management, LLC

0.71% held

α +21.1pts

41

TRUE Private Wealth Advisors

0.63% held

α +23.4pts

42

Merrion Investment Management Co, LLC

0.61% held

α +16.0pts

43

Winmill & Co. Inc.

0.59% held

α +11.8pts

44

Voloridge Investment Management, LLC

0.58% NEW

α +15.5pts

45

Aigen Investment Management, LP

0.54% NEW

α +50.5pts

46

Level Financial Advisors

0.52% ↓ 0.9pp

α +30.9pts

47

Fulton Bank, N.a.

0.50% NEW

α +23.8pts

48

Focused Wealth Management, Inc

0.47% NEW

α +19.2pts

49

Intrinsic Value Partners, LLC

0.46% held

α +13.8pts

50

GM Advisory Group, LLC

0.45% held

α +16.5pts

51

Principal Securities, Inc.

0.44% held

α +21.3pts

52

Independent Solutions Wealth Management, LLC

0.44% NEW

α +19.1pts

53

Gentry Private Wealth, LLC

0.41% ↓ 0.8pp

α +22.9pts

54

Condor Capital Management

0.40% NEW

α +23.6pts

55

Vista Investment Partners LLC

0.38% held

α +10.8pts

56

Johnson Financial Group, Inc.

0.38% held

α +14.7pts

57

Tandem Wealth Advisors LLC

0.35% held

α +14.1pts

58

Narus Financial Partners, LLC

0.34% held

α +11.1pts

59

Connor, Clark & Lunn Investment Management Ltd.

0.33% ↓ 1.5pp

α +12.3pts

60

NerdWallet Wealth Partners, LLC

0.33% NEW

α +11.3pts

61

Anderson Financial Strategies, LLC

0.32% held

α +19.8pts

62

Echo45 Advisors LLC

0.30% held

α +17.2pts

63

Plum Street Advisors, LLC

0.26% held

α +18.0pts

64

Endeavor Private Wealth, Inc.

0.26% held

α +13.5pts

65

LM Advisors LLC

0.22% NEW

α +15.5pts

66

Wellington Management Group LLP

0.21% ↓ 1.6pp

α +10.5pts

67

CV Advisors LLC

0.20% held

α +29.1pts

68

Terra Nova Asset Management LLC

0.20% NEW

α +11.1pts

69

Scopia Capital Management LP

0.18% held

α +10.2pts

70

Cacti Asset Management LLC

0.18% held

α +12.7pts

71

RFG Advisory, LLC

0.18% NEW

α +16.2pts

72

Oak Grove Capital LLC

0.18% NEW

α +23.3pts

73

New England Professional Planning Group Inc.

0.18% NEW

α +25.4pts

74

Resolute Advisors LLC

0.17% held

α +53.0pts

75

Walkner Condon Financial Advisors LLC

0.17% ↓ 5.8pp

α +23.7pts

76

Legend Financial Advisors, Inc.

0.16% ↓ 1.0pp

α +12.3pts

77

Greenwich Wealth Management LLC

0.16% ↓ 2.4pp

α +12.7pts

78

Somerset Group LLC

0.15% NEW

α +64.8pts

79

RiverTree Advisors, LLC

0.15% ↓ 1.0pp

α +21.1pts

80

Elefante Mark B

0.12% held

α +10.8pts

81

Banque Pictet & Cie SA

0.12% NEW

α +10.3pts

82

Tributary Capital Management, LLC

0.10% held

α +40.6pts

83

Impact Partnership Wealth, LLC

0.09% held

α +10.3pts

84

BIT Capital GmbH

0.07% held

α +18.3pts

85

Stelac Advisory Services LLC

0.05% held

α +13.4pts

86

Quarry LP

0.05% ↓ 1.7pp

α +10.6pts

87

Collier Financial

0.04% held

α +14.2pts

88

Truepoint, Inc.

0.02% held

α +21.4pts