WEC Energy GroupWEC
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,130 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 56 from Q2 2024. 138 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.8B) and State Street Corp. ($2.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- WEC Energy Group Inc.
- Sector
- Utilities
- CUSIP
- 92939U106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $273.3M |
| Exits | 83 | $280.9M |
All 13F filers, Q2 2024 → Q3 2024: 19,957,230 shares bought and 12,827,246 shares sold, net +7,129,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,130 holders
| Vanguard Group Inc. | 0.07% | Add +0.1% | 39,758,066 | $3.8B |
| BlackRock, Inc. | 0.06% | — | 29,261,657 | $2.8B |
| State Street Corp. | 0.08% | Reduce -0.8% | 21,400,036 | $2.1B |
| Geode Capital Management, LLC | 0.06% | Add +1.4% | 7,952,851 | $762.5M |
| Wells Fargo & Company | 0.19% | Add +1.5% | 7,922,503 | $762.0M |
| Bank of America Corp. | 0.06% | Add +5.0% | 7,329,076 | $704.9M |
| Deutsche Bank AG | 0.22% | Add +1.0% | 5,549,152 | $533.7M |
| JPMorgan Chase & Co. | 0.04% | Add +17.0% | 4,806,360 | $462.3M |
| Wellington Management Group LLP | 0.08% | Add +17270.5% | 4,718,179 | $453.8M |
| Ameriprise Financial Inc. | 0.11% | Add +1.1% | 4,287,252 | $413.3M |
| Invesco Ltd. | 0.07% | Add +31.8% | 3,902,491 | $375.3M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +102.6% | 3,776,071 | $363.0M |
| Northern Trust Corp. | 0.06% | Reduce -2.4% | 3,674,014 | $353.4M |
| Morgan Stanley | 0.02% | Reduce -3.0% | 3,516,035 | $338.2M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -2.5% | 3,409,843 | $328.0M |
| Legal & General Group Plc | 0.07% | Reduce -6.3% | 2,589,845 | $249.1M |
| American Century Companies Inc. | 0.14% | Reduce -3.9% | 2,466,603 | $237.2M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -0.2% | 2,404,820 | $231.3M |
| Magellan Asset Management Ltd | 2.21% | Reduce -2.8% | 2,311,777 | $222.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.1% | 2,215,097 | $213.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +14.8% | 2,047,116 | $196.9M |
| Earnest Partners LLC | 0.83% | Add +1.5% | 1,984,769 | $190.9M |
| Caisse de depot et placement du Quebec | 0.36% | Add +57.7% | 1,900,238 | $182.8M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -16.5% | 1,886,721 | $181.5M |
| ClearBridge Investments Ltd | 4.49% | New | 1,866,193 | $179.5M |
| Royal Bank of Canada | 0.04% | Add +8.0% | 1,702,991 | $163.8M |
| Principal Financial Group Inc. | 0.09% | Reduce -9.3% | 1,632,674 | $157.0M |
| Federated Hermes, Inc. | 0.34% | Add +6309.7% | 1,585,375 | $152.5M |
| Soroban Capital Partners LP | 2.06% | Reduce -13.0% | 1,546,729 | $148.8M |
| Confluence Investment Management LLC | 1.94% | Reduce -1.5% | 1,510,382 | $145.3M |
| California Public Employees Retirement System | 0.10% | Reduce -4.8% | 1,464,515 | $140.9M |
| UBS Group AG | 0.04% | Add +36.0% | 1,422,168 | $136.8M |
| Clearbridge Investments, LLC | 0.11% | Add +2.5% | 1,390,164 | $133.7M |
| Duff & Phelps Investment Management Co. | 1.51% | Add +11.7% | 1,365,851 | $131.4M |
| CBRE Investment Management Listed Real Assets LLC | 2.10% | Reduce -10.6% | 1,363,824 | $131.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -17.0% | 1,315,867 | $126.6M |
| Raymond James & Associates | 0.08% | Add +26.0% | 1,283,994 | $123.5M |
| FMR LLC | 0.01% | Reduce -5.1% | 1,233,340 | $118.6M |
| Westwood Holdings Group Inc. | 0.91% | Reduce -6.1% | 1,217,425 | $117.1M |
| Stifel Financial Corp. | 0.12% | Add +4.0% | 1,216,379 | $117.0M |
| CIBC Private Wealth Group LLC | 0.21% | Reduce -7.1% | 1,190,545 | $114.5M |
| Crawford Investment Counsel Inc. | 1.92% | Add +3.9% | 1,169,715 | $112.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.9% | 1,150,013 | $110.6M |
| First Trust Advisors LP | 0.10% | Reduce -4.1% | 1,120,086 | $107.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -9.7% | 990,288 | $95.2M |
| Cincinnati Insurance Co. | 1.58% | No change | 978,300 | $94.1M |
| Qube Research & Technologies Ltd | 0.17% | Reduce -51.5% | 969,893 | $93.3M |
| Bahl & Gaynor LLC | 0.48% | Reduce -0.3% | 966,888 | $93.0M |
| Zimmer Partners, LP | 1.73% | Reduce -20.0% | 958,294 | $92.2M |
| Bessemer Group Inc. | 0.15% | Add +0.8% | 954,882 | $91.8M |
| Swiss National Bank | 0.06% | Add +0.3% | 937,287 | $90.1M |
| Neuberger Berman Group LLC | 0.07% | Reduce -13.6% | 911,138 | $87.6M |
| Sei Investments Co. | 0.11% | Reduce -1.6% | 884,760 | $85.1M |
| Bank of Montreal | 0.04% | Add +43.6% | 834,613 | $79.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +0.9% | 821,719 | $79.0M |
| Rathbones Group PLC | 0.38% | Add +0.7% | 784,304 | $75.4M |
| Citadel Advisors | 0.07% | Add +86.1% | 714,361 | $68.7M |
| Franklin Resources Inc. | 0.02% | Add +1.0% | 690,026 | $66.4M |
| LPL Financial LLC | 0.03% | Add +41.8% | 655,515 | $63.0M |
| Gabelli Funds LLC | 0.45% | Reduce -2.5% | 635,970 | $61.2M |
| Rhumbline Advisers | 0.05% | Reduce -1.9% | 628,206 | $60.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.37% | Reduce -5.2% | 601,588 | $57.9M |
| Canada Pension Plan Investment Board | 0.05% | Add +1.9% | 594,430 | $57.2M |
| Assenagon Asset Management S.A. | 0.12% | Add +151.7% | 583,990 | $56.2M |
| Barclays PLC | 0.02% | Reduce -25.4% | 569,662 | $54.8M |
| Benjamin Edwards Inc. | 0.80% | Add +897.4% | 568,629 | $54.7M |
| Epoch Investment Partners, Inc. | 0.24% | Reduce -9.5% | 566,823 | $54.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -29.4% | 560,616 | $53.9M |
| Energy Income Partners, LLC | 1.15% | Reduce -26.1% | 559,085 | $53.8M |
| HSBC Holdings PLC | 0.03% | Reduce -9.8% | 495,978 | $47.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.3% | 492,295 | $47.4M |
| Vaughan David Investments LLC | 1.07% | Add +1.5% | 484,839 | $46.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +8.2% | 456,951 | $43.9M |
| Dearborn Partners LLC | 1.78% | Reduce -2.0% | 454,737 | $43.7M |
| Korea Investment CORP | 0.10% | Reduce -18.9% | 433,562 | $41.7M |
| Scout Investments, Inc. | 1.09% | Reduce -0.9% | 434,676 | $41.5M |
| Retirement Systems of Alabama | 0.16% | Add +518.8% | 431,103 | $41.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -6.6% | 409,990 | $39.4M |
| Alliancebernstein L.P. | 0.01% | Add +17.2% | 406,574 | $39.1M |
| National Pension Service | 0.04% | Reduce -1.9% | 406,113 | $39.1M |
| Employees Retirement System of Texas | 0.39% | No change | 393,000 | $37.8M |
| California State Teachers Retirement System | 0.04% | Reduce -5.6% | 392,465 | $37.7M |
| Macquarie Group Ltd. | 0.04% | Add +0.3% | 380,046 | $36.6M |
| Gateway Investment Advisers LLC | 0.40% | Add +8.3% | 375,365 | $36.1M |
| W1M Asset Management Ltd | 2.81% | Add +1.2% | 369,101 | $35.5M |
| US Bancorp \de | 0.04% | Reduce -0.8% | 359,559 | $34.6M |
| STRS Ohio | 0.13% | Add +248.6% | 340,721 | $32.8M |
| Old Republic International Corp. | 1.20% | No change | 332,331 | $32.0M |
| Country Trust Bank | 0.76% | Add +14.4% | 324,761 | $31.2M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -5.6% | 298,529 | $28.7M |
| Morningstar Investment Services LLC | 0.28% | Reduce -0.2% | 289,852 | $27.6M |
| Natixis Advisors, LLC | 0.05% | Add +17.3% | 275,834 | $26.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Reduce -0.7% | 274,173 | $26.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +0.2% | 264,543 | $25.4M |
| Corient Private Wealth LP | 0.04% | Add +5.2% | 261,841 | $25.2M |
| AQR Capital Management | 0.03% | Reduce -16.6% | 263,706 | $25.2M |
| New York State Teachers Retirement System | 0.05% | Reduce -13.6% | 260,752 | $25.1M |
| AMF Tjanstepension AB | 0.18% | No change | 260,402 | $25.0M |
| Amundi | 0.01% | Reduce -63.0% | 264,854 | $25.0M |
| Huntington National Bank | 0.23% | Add +1.0% | 246,408 | $23.7M |
| Baird Financial Group, Inc. | 0.05% | Add +8.0% | 245,368 | $23.6M |
| Citigroup Inc. | 0.02% | Reduce -1.3% | 245,036 | $23.6M |
| FIL Ltd | 0.02% | Add +8.3% | 243,858 | $23.5M |
| Braun Stacey Associates Inc. | 0.87% | Add +5348.3% | 238,690 | $23.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.0% | 237,173 | $22.8M |
| Empire Life Investments Inc. | 1.36% | Reduce -1.1% | 232,734 | $22.4M |
| Ensign Peak Advisors, Inc | 0.04% | Add +49.3% | 227,058 | $21.8M |
| Nisa Investment Advisors, LLC | 0.12% | Add +0.5% | 218,119 | $21.0M |
| Prudential Financial Inc. | 0.03% | Reduce -4.3% | 215,914 | $20.8M |
| State of Wisconsin Investment Board | 0.05% | Add +0.6% | 210,043 | $20.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +2.2% | 201,182 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +28.3% | 198,346 | $19.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.9% | 197,116 | $19.0M |
| MML Investors Services, LLC | 0.07% | Add +12.0% | 193,099 | $18.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +5.4% | 190,099 | $18.3M |
| Cidel Asset Management Inc. | 1.29% | Add +0.4% | 189,479 | $18.2M |
| Osaic Holdings, Inc. | 0.04% | Add +0.8% | 186,417 | $17.9M |
| TD Asset Management Inc | 0.02% | Add +3.3% | 187,171 | $17.8M |
| Thomasville National Bank | 1.27% | New | 177,772 | $17.1M |
| Hennessy Advisors Inc. | 0.54% | Reduce -1.5% | 174,540 | $16.8M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -1.7% | 171,265 | $16.5M |
| Asset Management One Co., Ltd. | 0.06% | Add +3.3% | 169,934 | $16.3M |
| South Street Advisors LLC | 2.46% | Reduce -2.4% | 168,195 | $16.2M |
| National Bank of Canada | 0.02% | Add +31.4% | 167,956 | $16.2M |
| Beck Bode, LLC | 2.85% | Add +6.3% | 157,619 | $15.2M |
| Truist Financial Corp. | 0.02% | Add +53.1% | 153,455 | $14.8M |
| Cetera Investment Advisers | 0.03% | Add +25.7% | 150,777 | $14.5M |
| Hudson Bay Capital Management LP | 0.12% | New | 150,406 | $14.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +440.9% | 148,335 | $14.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -22.1% | 147,721 | $14.2M |
| Leeward Investments, LLC - MA | 0.66% | Reduce -6.0% | 147,224 | $14.2M |
| NFJ Investment Group, LLC | 0.41% | Add +23.7% | 144,308 | $13.9M |
| Eagle Asset Management Inc. | 0.07% | Add +0.0% | 140,611 | $13.7M |
| Mariner, LLC | 0.02% | Reduce -0.8% | 140,977 | $13.6M |
| Baillie Gifford & Co. | 0.01% | Add +3.7% | 140,629 | $13.5M |
| Toronto Dominion Bank | 0.02% | Reduce -8.3% | 139,386 | $13.4M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.4% | 138,224 | $13.3M |
| Cerity Partners LLC | 0.03% | Add +264.9% | 132,944 | $12.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +9.3% | 132,214 | $12.7M |
| AE Wealth Management LLC | 0.11% | Add +2.9% | 131,392 | $12.6M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.12% | — | 129,295 | $12.4M |
| B. Metzler seel. Sohn & Co. AG | 0.12% | Add +41.9% | 129,295 | $12.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +35.9% | 126,085 | $12.1M |
| OMERS ADMINISTRATION Corp | 0.11% | Add +8.9% | 125,831 | $12.1M |
| Resona Asset Management Co.,Ltd. | 0.07% | Reduce -0.9% | 125,762 | $12.1M |
| Man Group plc | 0.04% | Add +57.8% | 125,126 | $12.0M |
| Brookstone Capital Management | 0.18% | Reduce -0.3% | 124,485 | $12.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -17.1% | 119,461 | $11.9M |
| Jane Street Group, LLC | 0.02% | Reduce -35.2% | 122,115 | $11.7M |
| Squarepoint Ops LLC | 0.04% | Reduce -51.0% | 121,628 | $11.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +2.9% | 121,172 | $11.7M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -46.3% | 122,847 | $11.6M |
| Heartland Advisors Inc. | 0.60% | New | 119,105 | $11.5M |
| Nicolet Advisory Services, LLC | 1.06% | Add +0.8% | 116,995 | $11.3M |
| Boston Trust Walden Corp | 0.08% | Add +0.1% | 116,721 | $11.2M |
| Townsquare Capital LLC | 0.13% | Add +7.1% | 116,317 | $11.2M |
| Aberdeen Group plc | 0.02% | Add +0.1% | 116,695 | $11.2M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -6.2% | 114,889 | $11.1M |
| Rockland Trust Co. | 0.54% | Add +1.0% | 114,712 | $11.0M |
| Intact Investment Management Inc. | 0.34% | Add +14.2% | 107,750 | $10.4M |
| Dean Investment Associates, LLC | 1.38% | Reduce -4.0% | 106,020 | $10.2M |
| Guggenheim Capital LLC | 0.07% | Reduce -22.0% | 105,793 | $10.2M |
| Forsta Ap-Fonden | 0.08% | Reduce -7.7% | 104,000 | $10.0M |
| Hunter Perkins Capital Management, LLC | 2.03% | Reduce -3.0% | 103,960 | $10.0M |
| Annex Advisory Services, LLC | 0.32% | Add +6.9% | 103,859 | $10.0M |
| Susquehanna International Group, LLP | 0.02% | Add +31.3% | 103,858 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +0.2% | 101,055 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +13.0% | 100,517 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.0% | 100,317 | $9.6M |
| Comerica Bank | 0.04% | Add +6.7% | 100,110 | $9.6M |
| HFR Wealth Management, LLC | 2.33% | Add +1.9% | 99,942 | $9.6M |
| Morgan Dempsey Capital Management LLC | 3.29% | Reduce -10.1% | 99,660 | $9.6M |
| Voya Investment Management LLC | 0.01% | Reduce -6.9% | 99,469 | $9.6M |
| Holocene Advisors, LP | 0.04% | Reduce -12.8% | 97,409 | $9.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.38% | Add +0.0% | 95,700 | $9.2M |
| Sanctuary Advisors, LLC | 0.06% | Add +15.1% | 91,034 | $9.2M |
| Cincinnati Specialty Underwriters Insurance CO | 2.69% | No change | 95,000 | $9.1M |
| IFM Investors Pty Ltd | 0.09% | Reduce -11.5% | 94,686 | $9.1M |
| Marshall Wace, LLP | 0.01% | Reduce -19.6% | 93,970 | $9.0M |
| Corebridge Financial, Inc. | 0.05% | Reduce -2.3% | 92,554 | $8.9M |
| Mattern Capital Management, LLC | 1.11% | Add +0.1% | 91,780 | $8.8M |
| Arizona State Retirement System | 0.05% | Add +4.4% | 90,483 | $8.7M |
| Brandywine Global Investment Management, LLC | 0.06% | New | 90,186 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +11.6% | 90,085 | $8.7M |
| Fifth Third Bancorp | 0.03% | Add +1.9% | 89,186 | $8.6M |
| Millennium Management | 0.01% | Reduce -79.0% | 88,988 | $8.6M |
| CIBC Asset Management Inc | 0.03% | Add +25.5% | 86,507 | $8.3M |
| State of Michigan Retirement System | 0.04% | Reduce -0.5% | 86,084 | $8.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +4.3% | 85,536 | $8.2M |
| Thomas Story & Son LLC | 3.32% | Add +0.1% | 84,729 | $8.1M |
| USS Investment Management Ltd | 0.06% | Add +24.0% | 84,150 | $8.1M |
| ProShare Advisors LLC | 0.02% | Add +83.3% | 84,004 | $8.1M |
| Vestcor Inc | 0.25% | Add +5.2% | 83,569 | $8.0M |
| Old National Bancorp | 0.18% | Add +4.2% | 82,539 | $7.9M |
| Gotham Asset Management | 0.08% | Add +23.3% | 82,259 | $7.9M |
| Mackenzie Financial Corp. | 0.01% | Add +201.8% | 82,193 | $7.9M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.4% | 82,187 | $7.9M |
| 1834 Investment Advisors Co. | 0.92% | Reduce -0.7% | 81,852 | $7.9M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Reduce -2.8% | 81,825 | $7.9M |
| Financial Planning & Information Services, Inc. | 1.07% | Add +1.3% | 81,106 | $7.8M |
| Azimuth Capital Investment Management LLC | 0.30% | Reduce -0.8% | 80,919 | $7.8M |
| Commerce Bank | 0.05% | Add +0.5% | 79,570 | $7.7M |
| Guardian Capital LP | 0.27% | Reduce -0.6% | 77,417 | $7.4M |
| State of Tennessee, Department of Treasury | 0.03% | Add +1.0% | 74,612 | $7.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | Add +3.0% | 73,784 | $7.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.9% | 73,176 | $7.0M |
| Sagefield Capital LP | 0.75% | Add +6.7% | 71,612 | $6.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +17.2% | 71,276 | $6.9M |
| Thompson Investment Management, Inc. | 0.97% | Add +12.1% | 70,429 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +14.2% | 69,286 | $6.7M |
| Czech National Bank | 0.06% | Add +7.0% | 64,388 | $6.2M |
| Pacer Advisors, Inc. | 0.01% | Add +36.3% | 63,445 | $6.1M |
| Atria Investments, Inc | 0.08% | Add +13.8% | 62,873 | $6.0M |
| &partners | 0.12% | Add +163.6% | 62,613 | $6.0M |
| Amalgamated Bank | 0.05% | Reduce -3.1% | 62,118 | $6.0M |
| Caption Management, LLC | 0.61% | New | 59,364 | $5.7M |
| Stoneridge Investment Partners LLC | 2.08% | Reduce -1.4% | 58,139 | $5.6M |
| Creative Planning | 0.01% | Add +4.6% | 57,528 | $5.5M |
| Albion Financial Group | 0.38% | Add +3.6% | 56,329 | $5.4M |
| Public Sector Pension Investment Board | 0.03% | Add +3.2% | 55,222 | $5.3M |
| Motco | 0.53% | Reduce -9.3% | 54,865 | $5.3M |
| Advisors Asset Management, Inc. | 0.10% | Reduce -20.2% | 54,285 | $5.2M |
| Mediolanum International Funds Ltd | 0.07% | Add +8.8% | 54,807 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -6.5% | 53,200 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +52.7% | 53,055 | $5.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -12.8% | 52,688 | $5.1M |
| Utah Retirement Systems | 0.06% | Add +0.4% | 52,284 | $5.0M |
| Meritage Portfolio Management | 0.30% | Add +39.7% | 51,566 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -0.9% | 51,447 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -5.5% | 51,031 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -94.0% | 50,892 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Add +13.3% | 50,497 | $4.9M |
| Yousif Capital Management, LLC | 0.05% | Reduce -0.7% | 50,469 | $4.9M |
| Opus Investment Management Inc. | 3.38% | No change | 50,000 | $4.8M |
| American Assets Investment Management, LLC | 0.42% | No change | 50,000 | $4.8M |
| Bank of Nova Scotia | 0.01% | Add +31.4% | 49,022 | $4.7M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +100.2% | 48,842 | $4.7M |
| Intech Investment Management LLC | 0.05% | Reduce -2.5% | 48,484 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +3.9% | 48,137 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +3.9% | 48,137 | $4.6M |
| Agf Management Ltd. | 0.02% | Add +20.1% | 48,005 | $4.6M |
| Kingsview Wealth Management, LLC | 0.10% | Add +1.6% | 46,964 | $4.5M |
| SG Americas Securities, LLC | 0.02% | Reduce -35.8% | 44,995 | $4.3M |
| S&co Inc. | 0.28% | No change | 44,237 | $4.3M |
| Blair William & Co. | 0.01% | Reduce -1.7% | 44,098 | $4.2M |
| Xponance LLC | 0.04% | Add +2.0% | 43,425 | $4.2M |
| Bantamac Capital, LLC | 2.00% | No change | 43,046 | $4.1M |
| Cibc World Markets Corp. | 0.03% | Add +5.4% | 42,860 | $4.1M |
| Woodley Farra Manion Portfolio Management Inc. | 0.21% | Add +2.0% | 42,637 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +431.1% | 42,228 | $4.1M |
| Bright Rock Capital Management, LLC | 0.81% | Reduce -8.7% | 42,000 | $4.0M |
| New York Life Investment Management LLC | 0.04% | Reduce -3.1% | 41,979 | $4.0M |
| Alley Investment Management Company, LLC | 0.50% | Add +1.2% | 41,244 | $4.0M |
| Cape Cod Five Cents Savings Bank | 0.36% | Reduce -0.1% | 41,221 | $4.0M |
| Kowal Investment Group, LLC | 0.71% | Reduce -0.1% | 40,325 | $3.9M |
| Advisory Services Network, LLC | 0.08% | No change | 48,844 | $3.8M |
| Nicholas Company, Inc. | 0.06% | No change | 39,775 | $3.8M |
| Morton Community Bank | 0.99% | Reduce -0.5% | 39,525 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +0.8% | 39,516 | $3.8M |
| HRT Financial LP | 0.02% | Add +525.7% | 39,233 | $3.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -3.2% | 39,034 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.3% | 38,918 | $3.7M |
| Park Avenue Securities LLC | 0.04% | Reduce -7.8% | 38,519 | $3.7M |
| Glenmede Trust Co. NA | 0.02% | Reduce -13.7% | 38,504 | $3.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +11.5% | 38,499 | $3.7M |
| Richard C. Young & CO., LTD. | 0.40% | Reduce -2.7% | 38,274 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +3.0% | 38,257 | $3.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -0.0% | 37,785 | $3.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -12.8% | 37,574 | $3.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.14% | Add +44.8% | 37,167 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Add +6.9% | 36,720 | $3.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.3% | 36,423 | $3.5M |
| Alliance Wealth Advisors, LLC | 0.91% | Add +5.0% | 35,932 | $3.5M |
| KLCM Advisors, Inc. | 0.41% | Reduce -4.3% | 35,595 | $3.4M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -77.7% | 35,519 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.7% | 35,458 | $3.4M |
| N.E.W. Advisory Services LLC | 0.34% | Add +1.6% | 35,360 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -86.4% | 35,200 | $3.4M |
| Regions Financial Corp. | 0.02% | Add +10.0% | 35,088 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +26.5% | 34,998 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +34.5% | 34,924 | $3.4M |
| Prosperity Consulting Group, LLC | 0.26% | Reduce -2.2% | 34,863 | $3.4M |
| Alta Capital Management LLC/ | 0.20% | Add +3.6% | 34,737 | $3.3M |
| United Capital Management of KS, Inc. | 0.72% | Add +6.8% | 34,445 | $3.3M |
| Schroder Investment Management Group | 0.00% | Reduce -11.1% | 34,398 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +29.5% | 33,246 | $3.2M |
| Zions Bancorporation, N.A. | 0.23% | Add +932.3% | 33,209 | $3.2M |
| Premier Fund Managers Ltd | 0.11% | Add +37.5% | 33,000 | $3.1M |
| Somerset Trust Co | 1.17% | Reduce -0.6% | 32,553 | $3.1M |
| Acadian Asset Management LLC | 0.01% | Reduce -77.0% | 31,968 | $3.1M |
| Farmers & Merchants Investments Inc. | 0.09% | No change | 31,518 | $3.0M |
| Belpointe Asset Management LLC | 0.18% | Add +4.0% | 31,425 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.0% | 31,419 | $3.0M |
| Cincinnati Casualty Co. | 1.68% | No change | 31,000 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 30,731 | $3.0M |
| Sit Investment Associates Inc. | 0.07% | No change | 30,700 | $3.0M |
| RFG Advisory, LLC | 0.09% | Add +3.3% | 30,415 | $2.9M |
| Panagora Asset Management Inc. | 0.01% | Reduce -50.9% | 30,160 | $2.9M |
| Motley Fool Wealth Management, LLC | 0.14% | Add +51.0% | 29,978 | $2.9M |
| Verition Fund Management LLC | 0.02% | Add +206.2% | 29,968 | $2.9M |
| TD Private Client Wealth LLC | 0.08% | Add +85.4% | 29,957 | $2.9M |
| Leavell Investment Management, Inc. | 0.14% | Add +1.0% | 29,888 | $2.9M |
| Lantz Financial LLC | 0.78% | Add +5.3% | 29,778 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -6.3% | 29,463 | $2.8M |
| Global Trust Asset Management, LLC | 1.05% | No change | 29,428 | $2.8M |
| Entropy Technologies, LP | 0.29% | Add +42.0% | 29,186 | $2.8M |
| Level Four Advisory Services, LLC | 0.12% | Add +8.5% | 28,743 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +19.4% | 28,485 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.2% | 28,484 | $2.7M |
| Reaves W H & Co. Inc. | 0.07% | No change | 28,300 | $2.7M |
| First American Bank | 0.20% | Reduce -9.2% | 28,283 | $2.7M |
| Aquila Investment Management LLC | 3.00% | No change | 28,000 | $2.7M |
| Bokf, NA | 0.05% | Reduce -3.6% | 27,794 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -6.2% | 27,697 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.7% | 27,145 | $2.6M |
| Penobscot Investment Management Company, Inc. | 0.23% | Reduce -5.7% | 27,132 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.8% | 27,116 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.0% | 27,103 | $2.6M |
| Brown Advisory Inc. | 0.00% | Reduce -3.7% | 27,064 | $2.6M |
| Rothschild Investment LLC | 0.17% | Reduce -1.9% | 27,034 | $2.6M |
| Brevan Howard Capital Management LP | 0.13% | Add +86.0% | 26,392 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +17.3% | 26,277 | $2.5M |
| HighPoint Advisor Group LLC | 0.15% | Reduce -2.3% | 26,183 | $2.5M |
| Harbour Investments, Inc. | 0.08% | Reduce -5.1% | 26,173 | $2.5M |
| KBC Group NV | 0.01% | No change | 26,155 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +21.7% | 26,111 | $2.5M |
| Keybank National Association | 0.01% | Reduce -1.6% | 25,999 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.6% | 25,817 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -53.0% | 25,805 | $2.5M |
| Mitchell & Pahl Private Wealth, LLC | 1.15% | Add +3.6% | 25,758 | $2.5M |
| Shakespeare Wealth Management, LLC | 0.65% | Add +1.5% | 25,725 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.3% | 25,091 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -0.7% | 25,068 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +11.5% | 24,957 | $2.4M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -4.6% | 24,927 | $2.4M |
| Alberta Investment Management Corp | 0.02% | Reduce -6.8% | 24,600 | $2.4M |
| Semmax Financial Advisors Inc. | 0.64% | Add +13.4% | 23,839 | $2.3M |
| Journey Advisory Group, LLC | 0.28% | No change | 29,599 | $2.3M |
| Meyer Handelman Co. | 0.08% | Reduce -6.3% | 23,928 | $2.3M |
| Rodgers Brothers Inc. | 0.29% | Add +11.8% | 23,694 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.6% | 23,629 | $2.3M |
| Broadwater Capital Management LLC | 1.65% | Reduce -1.7% | 23,250 | $2.2M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -91.8% | 23,018 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +13.5% | 22,933 | $2.2M |
| apricus wealth, LLC | 1.45% | Add +17.1% | 22,850 | $2.2M |
| Focus Partners Wealth | 0.01% | Add +5.8% | 22,822 | $2.2M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -66.0% | 22,844 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -2.0% | 22,641 | $2.2M |
| Metis Global Partners, LLC | 0.07% | Add +15.3% | 22,621 | $2.2M |
| Kentucky Retirement Systems | 0.06% | Reduce -7.5% | 22,020 | $2.1M |
| Savant Capital, LLC | 0.02% | Add +8.3% | 21,995 | $2.1M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -58.8% | 21,981 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +190.4% | 21,981 | $2.1M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | No change | 21,934 | $2.1M |
| Nicolet Bankshares Inc. | 0.42% | No change | 21,839 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -1.1% | 21,542 | $2.1M |
| Independent Advisor Alliance | 0.07% | Reduce -1.8% | 21,337 | $2.1M |
| World Investment Advisors | 0.06% | Add +15.6% | 21,075 | $2.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -32.9% | 20,871 | $2.0M |
| Associated Banc-Corp | 0.06% | Add +9.3% | 20,789 | $2.0M |
| Global Retirement Partners, LLC | 0.06% | Add +120.6% | 20,705 | $2.0M |
| Drucker Wealth 3.0, LLC | 0.48% | Add +5.4% | 20,671 | $2.0M |
| Colonial Trust Co / SC | 0.30% | Add +4726.1% | 20,559 | $2.0M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.8% | 20,496 | $2.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -19.2% | 17,183 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -18.6% | 20,444 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +4.5% | 20,440 | $2.0M |
| SpiderRock Advisors, LLC | 0.04% | Add +195.9% | 20,319 | $2.0M |
| KCM Investment Advisors LLC | 0.07% | Add +0.2% | 20,285 | $2.0M |
| Vident Advisory, LLC | 0.05% | Reduce -4.3% | 20,196 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -3.7% | 20,178 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +45.9% | 20,209 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +2.3% | 20,001 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Reduce -2.0% | 19,818 | $1.9M |
| Gries Financial LLC | 0.35% | Reduce -19.8% | 19,694 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.12% | Add +557.0% | 19,617 | $1.9M |
| Quantinno Capital Management LP | 0.02% | Add +37.6% | 19,473 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -4.3% | 19,386 | $1.9M |
| Profund Advisors LLC | 0.07% | Add +9.4% | 19,070 | $1.8M |
| Blackhawk Capital Partners, LLC | 0.98% | Reduce -2.2% | 19,032 | $1.8M |
| Red Cedar Investment Management, LLC | 0.23% | Add +389.6% | 18,993 | $1.8M |
| Cornerstone Advisors, LLC | 0.07% | No change | 18,900 | $1.8M |
| Simplex Trading, LLC | 0.06% | Add +92.5% | 18,777 | $1.8M |
| Ellenbecker Investment Group | 0.34% | Add +0.2% | 18,720 | $1.8M |
| Beverly Hills Private Wealth, LLC | 0.36% | Reduce -15.7% | 18,140 | $1.7M |
| BKM Wealth Management, LLC | 0.71% | Add +42.7% | 18,089 | $1.7M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -25.0% | 18,067 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Add +41.9% | 18,054 | $1.7M |
| Johnson Financial Group, Inc. | 0.08% | Add +94.0% | 18,050 | $1.7M |
| Caldwell Trust Co | 0.18% | Reduce -4.9% | 17,932 | $1.7M |
| Centiva Capital, LP | 0.08% | Reduce -69.1% | 17,876 | $1.7M |
| Westpac Banking Corp. | 0.12% | Reduce -7.6% | 17,865 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.6% | 17,800 | $1.7M |
| Rakuten Investment Management, Inc. | 0.01% | Add +33.2% | 17,906 | $1.7M |
| OV Management LLC | 1.12% | New | 17,600 | $1.7M |
| Cwm, LLC | 0.01% | Add +4.1% | 17,553 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -82.5% | 17,506 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +61.3% | 17,473 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -5.2% | 17,475 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -3.5% | 17,460 | $1.7M |
| Second Half Financial Partners, LLC | 0.89% | Reduce -47.7% | 17,363 | $1.7M |
| Sabal Trust CO | 0.09% | Add +2.0% | 17,329 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +7.2% | 17,198 | $1.7M |
| Pathway Financial Advisers, LLC | 0.75% | New | 17,191 | $1.7M |
| Clearstead Trust, LLC | 0.39% | Reduce -4.6% | 17,068 | $1.6M |
| Spirit of America Management Corp. | 0.32% | No change | 16,750 | $1.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.43% | Add +7.7% | 16,102 | $1.5M |
| LVW Advisors, LLC | 0.20% | Reduce -0.8% | 16,082 | $1.5M |
| Fox Hill Wealth Management | 0.84% | Add +0.3% | 15,924 | $1.5M |
| Wedbush Securities Inc. | 0.06% | Reduce -6.2% | 15,917 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +33.0% | 15,870 | $1.5M |
| Twin Capital Management Inc. | 0.17% | Reduce -13.5% | 15,739 | $1.5M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | No change | 15,708 | $1.5M |
| Ascent Group, LLC | 0.11% | Reduce -9.6% | 15,626 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -2.5% | 15,453 | $1.5M |
| Nordea Investment Management AB | 0.00% | No change | 15,142 | $1.5M |
| DRW Securities, LLC | 0.08% | New | 14,476 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | No change | 14,169 | $1.4M |
| Wealth Alliance, LLC | 0.16% | Add +52.6% | 13,980 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.8% | 13,960 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Reduce -5.2% | 13,918 | $1.3M |
| Marietta Investment Partners LLC | 0.28% | No change | 13,800 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.5% | 13,752 | $1.3M |
| Hilltop Holdings Inc. | 0.09% | New | 13,681 | $1.3M |
| South Dakota Investment Council | 0.03% | No change | 13,566 | $1.3M |
| Norinchukin Bank, The | 0.03% | Add +18.8% | 13,509 | $1.3M |
| Schmidt P J Investment Management Inc. | 0.22% | Reduce -7.0% | 13,230 | $1.3M |
| ICW Investment Advisors LLC | 0.53% | Add +1.4% | 13,222 | $1.3M |
| Miller Howard Investments Inc. | 0.04% | Reduce -4.7% | 13,172 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -50.6% | 12,997 | $1.3M |
| Conning Inc. | 0.04% | No change | 12,914 | $1.2M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -9.0% | 12,880 | $1.2M |
| Landaas & Co. /Wi | 0.34% | Add +3.5% | 12,804 | $1.2M |
| Marks Group Wealth Management, Inc | 0.12% | Reduce -1.1% | 12,764 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.42% | Reduce -0.8% | 12,695 | $1.2M |
| Sterling Capital Management LLC | 0.02% | — | 12,601 | $1.2M |
| NEOS Investment Management LLC | 0.04% | Add +24.1% | 12,564 | $1.2M |
| iA Global Asset Management Inc. | 0.02% | Add +6.3% | 12,457 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +238.4% | 12,421 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Add +4.7% | 12,411 | $1.2M |
| GAMMA Investing LLC | 0.12% | Add +14.0% | 12,399 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -0.4% | 12,247 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +4.6% | 11,991 | $1.2M |
| Legacy Private Trust Co. | 0.08% | Reduce -4.8% | 11,963 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +22.1% | 11,874 | $1.1M |
| First Trust Direct Indexing L.P. | 0.06% | Add +13.2% | 11,800 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +24.4% | 11,751 | $1.1M |
| Harbour Investment Management LLC | 0.50% | No change | 11,745 | $1.1M |
| Welch & Forbes LLC | 0.01% | No change | 11,740 | $1.1M |
| Prairie Sky Financial Group LLC | 0.64% | No change | 11,736 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +15.6% | 11,728 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +257.1% | 11,664 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +11.4% | 11,623 | $1.1M |
| Hummer Financial Advisory Services Inc | 0.88% | No change | 11,622 | $1.1M |
| Empowered Funds, LLC | 0.02% | Reduce -67.2% | 11,601 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +29.6% | 11,516 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +40.3% | 11,460 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.22% | Reduce -24.8% | 11,247 | $1.1M |
| Trueblood Wealth Management, LLC | 0.54% | Reduce -0.0% | 11,205 | $1.1M |
| Twin City Private Wealth, LLC | 0.93% | Add +16.0% | 11,153 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -10.2% | 11,113 | $1.1M |
| Ethic Inc. | 0.03% | Add +3.5% | 13,000 | $1.1M |
| Rowlandmiller & Partners.adv | 0.21% | Reduce -2.8% | 10,991 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.2% | 10,922 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Add +0.4% | 10,918 | $1.1M |
| Empirical Finance, LLC | 0.06% | Add +2.1% | 10,884 | $1.0M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -1.1% | 10,838 | $1.0M |
| TrinityPoint Wealth, LLC | 0.15% | Add +1.3% | 10,755 | $1.0M |
| Brown Capital Management LLC | 0.02% | Reduce -1.3% | 10,726 | $1.0M |
| Nicholson Wealth Management Group, LLC | 0.85% | — | 10,717 | $1.0M |
| Scientech Research LLC | 0.20% | Add +27.4% | 10,658 | $1.0M |
| Ieq Capital, LLC | 0.01% | Add +77.1% | 10,657 | $1.0M |
| Aviso Financial Inc. | 0.05% | Add +9.3% | 10,653 | $1.0M |
| Investment Management Corp of Ontario | 0.02% | Add +48.1% | 10,462 | $1.0M |
| Qtron Investments LLC | 0.14% | New | 10,459 | $1.0M |
| HM Payson & Co. | 0.02% | Reduce -4.3% | 10,449 | $1.0M |
| Credit Agricole S A | 0.01% | Reduce -73.6% | 10,410 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -3.1% | 10,320 | $993K |
| Blue Trust, Inc. | 0.01% | Add +20.4% | 12,514 | $982K |
| Portside Wealth Group, LLC | 0.17% | Reduce -1.6% | 10,135 | $975K |
| Shell Asset Management Co. | 0.04% | — | 10,084 | $970K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 10,017 | $963K |
| IHT Wealth Management, LLC | 0.03% | Add +5.8% | 9,939 | $956K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.5% | 9,855 | $947K |
| Bleakley Financial Group, LLC | 0.03% | Add +23.5% | 9,756 | $938K |
| Security National Bank | 0.13% | New | 9,744 | $937K |
| Claro Advisors Inc. | 0.12% | Add +9.5% | 9,610 | $924K |
| Romano Brothers and Company | 0.12% | Add +1.6% | 9,607 | $924K |
| American State Bank (Iowa) | 0.56% | No change | 9,584 | $922K |
| Private Harbour Investment Management & Counsel, LLC | 0.97% | Add +0.7% | 9,566 | $920K |
| Bank & Trust Co | 0.75% | No change | 9,533 | $917K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 9,363 | $901K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -8.1% | 9,358 | $900K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.0% | 9,334 | $898K |
| Fullcircle Wealth LLC | 0.40% | Add +5.3% | 9,221 | $894K |
| Hendershot Investments Inc. | 0.12% | Reduce -11.8% | 9,218 | $887K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.7% | 9,200 | $885K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -1.8% | 9,181 | $883K |
| PFG Investments, LLC | 0.06% | Reduce -6.1% | 9,181 | $883K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.2% | 8,891 | $855K |
| Choreo, LLC | 0.01% | Add +11.2% | 8,814 | $853K |
| Walleye Capital LLC | 0.01% | Reduce -60.3% | 8,776 | $844K |
| Exchange Traded Concepts, LLC | 0.02% | Add +8.3% | 8,762 | $843K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.3% | 8,730 | $840K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 8,680 | $835K |
| Chelsea Counsel Co. | 0.41% | No change | 8,672 | $834K |
| Prospera Financial Services Inc | 0.02% | Reduce -5.2% | 8,655 | $833K |
| FineMark National Bank & Trust | 0.03% | Add +0.6% | 8,638 | $831K |
| WNY Asset Management, LLC | 0.10% | Add +1.4% | 8,623 | $829K |
| Natixis | 0.01% | New | 8,598 | $827K |
| Wright Investors Service Inc. | 0.21% | New | 8,455 | $813K |
| Fiduciary Trust Co | 0.01% | Reduce -9.3% | 8,443 | $812K |
| Montag A & Associates Inc. | 0.04% | No change | 8,414 | $809K |
| Vantage Financial Partners, LLC | 0.20% | Add +1.4% | 8,305 | $799K |
| Snowden Capital Advisors LLC | 0.02% | Add +12.7% | 8,293 | $798K |
| Intrua Financial, LLC | 0.13% | Add +45.6% | 8,250 | $793K |
| Inceptionr LLC | 0.19% | Reduce -18.0% | 8,247 | $793K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.2% | 8,241 | $793K |
| Eastern Bank | 0.01% | New | 8,234 | $792K |
| Carnegie Investment Counsel | 0.02% | Add +16.4% | 8,232 | $792K |
| Searle & Co. | 0.20% | No change | 8,200 | $789K |
| McDonald Partners LLC | 0.20% | Add +2.6% | 8,182 | $787K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +6.6% | 8,117 | $780K |
| Obermeyer Wealth Partners | 0.04% | No change | 8,103 | $779K |
| Wesbanco Bank Inc. | 0.03% | Reduce -0.3% | 7,978 | $767K |
| Praxis Investment Management Inc. | 0.05% | No change | 7,950 | $765K |
| North Star Investment Management Corp. | 0.05% | Add +0.2% | 7,945 | $764K |
| Aristotle Atlantic Partners, LLC | 0.02% | No change | 7,941 | $764K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +6.4% | 7,935 | $763K |
| Greenleaf Trust | 0.01% | Reduce -2.7% | 7,803 | $750K |
| Marble Harbor Investment Counsel, LLC | 0.08% | No change | 7,732 | $744K |
| MAI Capital Management | 0.01% | Reduce -3.4% | 7,724 | $743K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +95.1% | 7,688 | $739K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 7,679 | $739K |
| Jones Financial Companies LLLP | 0.00% | Add +45.3% | 7,691 | $733K |
| Beaton Management Co. Inc. | 0.37% | Reduce -5.1% | 7,584 | $729K |
| Triangle Securities Wealth Management | 0.19% | Reduce -0.3% | 7,572 | $728K |
| Clifford Swan Investment Counsel LLC | 0.03% | Add +5.8% | 7,554 | $727K |
| Winch Advisory Services, LLC | 0.20% | Add +0.9% | 7,540 | $725K |
| Norden Group LLC | 0.09% | Add +51.5% | 7,533 | $725K |
| Kesler, Norman & Wride, LLC | 0.14% | Reduce -44.3% | 7,517 | $723K |
| Zhang Financial LLC | 0.05% | New | 7,472 | $719K |
| Paragon Private Wealth Management, LLC | 0.35% | Add +12.5% | 7,435 | $715K |
| Meeder Advisory Services, Inc. | 0.05% | Add +11.4% | 7,319 | $704K |
| Investment House LLC | 0.04% | No change | 7,300 | $702K |
| NewEdge Wealth, LLC | 0.01% | Add +3.4% | 7,279 | $700K |
| Marcum Wealth, LLC | 0.06% | Add +9.2% | 7,225 | $695K |
| Elevated Capital Advisors, LLC | 0.18% | Add +7.5% | 7,204 | $693K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +0.2% | 7,180 | $691K |
| Trust Co. of Toledo NA | 0.09% | Reduce -0.7% | 7,039 | $677K |
| Steph & Co. | 0.21% | Reduce -1.0% | 7,023 | $675K |
| Voya Financial Advisors, Inc. | 0.07% | Add +10.6% | 7,074 | $674K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -1.4% | 6,902 | $664K |
| Integrated Advisors Network LLC | 0.03% | Add +0.2% | 6,866 | $660K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | New | 6,771 | $651K |
| MPS Loria Financial Planners, LLC | 0.19% | Add +0.5% | 6,770 | $651K |
| Dakota Wealth Management | 0.01% | Reduce -4.7% | 6,769 | $651K |
| Tudor Investment Corporation | 0.01% | Reduce -96.9% | 6,708 | $645K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -0.7% | 6,691 | $644K |
| Farther Finance Advisors, LLC | 0.02% | Add +3.9% | 6,677 | $642K |
| SPC Financial, Inc. | 0.06% | Add +4.8% | 6,579 | $633K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +56.6% | 6,523 | $627K |
| Buckley Wealth Management, LLC | 0.19% | Add +2.8% | 6,503 | $625K |
| Advisors Management Group Inc. | 0.15% | Add +0.3% | 6,492 | $624K |
| Blossom Wealth Management | 1.25% | Add +23.1% | 6,463 | $622K |
| ING Groep NV | 0.00% | New | 6,441 | $619K |
| Ti-Trust, Inc. | 0.44% | No change | 6,430 | $618K |
| TBH Global Asset Management, LLC | 0.13% | Reduce -0.1% | 6,414 | $617K |
| Raleigh Capital Management Inc. | 0.24% | Add +25448.0% | 6,387 | $614K |
| Bridges Investment Management Inc. | 0.01% | Add +0.5% | 6,354 | $611K |
| My Legacy Advisors, LLC | 0.24% | Reduce -20.1% | 6,335 | $609K |
| City State Bank | 0.22% | Add +5.0% | 6,253 | $601K |
| Ransom Advisory, Ltd | 0.28% | Add +2.2% | 6,250 | $601K |
| CENTRAL TRUST Co | 0.01% | Reduce -22.7% | 6,236 | $600K |
| Drake & Associates, LLC | 0.19% | Add +2.0% | 6,216 | $598K |
| MSH Capital Advisors LLC | 0.18% | New | 6,197 | $596K |
| Citizens Financial Group Inc. | 0.01% | No change | 6,086 | $585K |
| Summit Financial, LLC | 0.02% | Add +1.4% | 6,084 | $585K |
| EP Wealth Advisors, LLC | 0.01% | Add +6.0% | 6,060 | $583K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,047 | $582K |
| Gradient Investments LLC | 0.01% | Reduce -11.5% | 6,038 | $581K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 5,991 | $576K |
| Csenge Advisory Group | 0.03% | Reduce -18.7% | 6,024 | $575K |
| PAX Financial Group, LLC | 0.10% | Add +5.8% | 5,914 | $569K |
| Resources Management Corp. /CT/ | 0.08% | Reduce -1.9% | 5,909 | $568K |
| Aurora Investment Counsel | 0.31% | Reduce -66.1% | 5,876 | $565K |
| Alaska Permanent Fund Corp | 0.01% | No change | 5,825 | $560K |
| Horizon Investments, LLC | 0.01% | Reduce -1.6% | 5,772 | $555K |
| Financial Advocates Investment Management | 0.03% | Add +47.1% | 5,771 | $555K |
| LVZ, Inc. | 0.07% | No change | 5,728 | $551K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -2.4% | 5,623 | $549K |
| MGB Wealth Management, LLC | 0.20% | No change | 5,714 | $549K |
| Allworth Financial LP | 0.00% | Reduce -19.1% | 5,665 | $545K |
| Spinnaker Trust | 0.03% | No change | 5,648 | $543K |
| North Star Asset Management Inc. | 0.02% | Add +0.0% | 5,644 | $543K |
| Chicago Capital, LLC | 0.02% | No change | 5,638 | $542K |
| Sierra Summit Advisors LLC | 0.12% | Add +19.8% | 5,574 | $536K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -51.6% | 5,576 | $536K |
| Thrive Wealth Management, LLC | 0.10% | Add +3.1% | 5,552 | $534K |
| Verdence Capital Advisors LLC | 0.04% | New | 5,533 | $532K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.3% | 5,518 | $531K |
| CHICAGO TRUST Co NA | 0.10% | Reduce -36.5% | 5,503 | $529K |
| Ballentine Partners, LLC | 0.01% | Add +17.3% | 5,497 | $529K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -6.3% | 5,487 | $528K |
| XTX Topco Ltd | 0.04% | Add +112.8% | 5,472 | $526K |
| Hutner Capital Management Inc. | 0.26% | No change | 5,427 | $522K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -0.6% | 5,413 | $521K |
| Prudential PLC | 0.00% | Reduce -86.1% | 5,408 | $520K |
| SageView Advisory Group, LLC | 0.03% | Reduce -31.6% | 5,390 | $518K |
| Private Trust Co. NA | 0.05% | Add +2.9% | 5,389 | $518K |
| Krane Funds Advisors LLC | 0.02% | Add +0.9% | 5,372 | $517K |
| Financial Advisory Partners, LLC | 0.17% | Reduce -2.7% | 5,344 | $514K |
| Aptus Capital Advisors, LLC | 0.01% | Add +30.9% | 5,336 | $513K |
| Moors & Cabot, Inc. | 0.03% | Add +13.3% | 5,331 | $513K |
| Chesley Taft & Associates LLC | 0.02% | No change | 5,280 | $508K |
| Signaturefd, LLC | 0.01% | Reduce -5.4% | 5,260 | $506K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -8.1% | 5,234 | $503K |
| Aviva PLC | 0.00% | Add +5.9% | 5,213 | $501K |
| Boston Family Office LLC | 0.03% | Reduce -0.7% | 5,213 | $501K |
| Peak Financial Advisors LLC | 0.26% | Add +1.2% | 5,188 | $499K |
| Equitable Holdings, Inc. | 0.00% | Add +1.4% | 5,153 | $496K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -12.9% | 5,135 | $494K |
| Jump Financial, LLC | 0.01% | Reduce -34.0% | 5,130 | $493K |
| SYM FINANCIAL Corp | 0.07% | Add +3.8% | 5,091 | $490K |
| Navera Investment Management Ltd. | 0.01% | No change | 5,080 | $489K |
| Old Second National Bank of Aurora | 0.12% | No change | 5,074 | $488K |
| Rehmann Capital Advisory Group | 0.03% | Add +4.0% | 5,036 | $488K |
| Diversified Trust Co. | 0.01% | Reduce -82.0% | 5,065 | $487K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | No change | 5,033 | $484K |
| Brass Tax Wealth Management, Inc. | 0.10% | Reduce -50.6% | 5,032 | $484K |
| Stablepoint Partners, LLC | 0.09% | Add +15.9% | 5,015 | $482K |
| Legacy Capital Wealth Partners, LLC | 0.10% | New | 4,993 | $480K |
| Axxcess Wealth Management, LLC | 0.01% | Add +82.8% | 4,987 | $480K |
| Oarsman Capital, Inc. | 0.09% | Reduce -4.1% | 4,982 | $479K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -12.1% | 4,933 | $475K |
| Hudock, Inc. | 0.08% | Reduce -1.6% | 4,907 | $472K |
| Stephens Inc. | 0.01% | Add +34.5% | 4,906 | $472K |
| Partnership Wealth Management, LLC | 0.33% | No change | 4,900 | $471K |
| IAG Wealth Partners, LLC | 0.09% | Add +3.9% | 4,889 | $470K |
| Inspirion Wealth Advisors, LLC | 0.07% | Add +0.0% | 4,870 | $468K |
| Haverford Trust Co | 0.00% | Add +13.0% | 4,841 | $466K |
| Mill Capital Management, LLC | 0.04% | No change | 4,824 | $464K |
| Wealth Architects, LLC | 0.05% | No change | 4,748 | $457K |
| Smith, Moore & Co. | 0.04% | Add +0.0% | 4,748 | $457K |
| Parallel Advisors, LLC | 0.01% | Add +9.5% | 4,731 | $455K |
| Colonial Trust Advisors | 0.04% | Add +439.3% | 4,708 | $453K |
| First Trust Investment Solutions L.P. | 0.05% | New | 4,701 | $452K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -21.8% | 4,696 | $452K |
| HBK Sorce Advisory LLC | 0.01% | Add +13.2% | 4,676 | $450K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 4,610 | $443K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -5.0% | 4,600 | $442K |
| Advisors Capital Management, LLC | 0.01% | Reduce -2.2% | 4,548 | $437K |
| Ascentis Independent Advisors | 0.07% | Reduce -0.5% | 4,534 | $436K |
| AlphaCore Capital LLC | 0.10% | Add +3.7% | 4,534 | $436K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +0.5% | 4,531 | $436K |
| Bruce & Co., Inc. | 0.13% | No change | 4,509 | $434K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +43.8% | 4,489 | $432K |
| McDonough Capital Management, Inc | 0.30% | Reduce -0.3% | 4,487 | $432K |
| LS Investment Advisors, LLC | 0.06% | Reduce -5.3% | 4,482 | $431K |
| Fourpath Capital Management, LLC | 0.08% | New | 4,464 | $429K |
| Tidal Investments LLC | 0.00% | Add +3.9% | 4,428 | $426K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -23.6% | 4,422 | $425K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -8.0% | 4,389 | $422K |
| Prossimo Advisors, LLC | 0.31% | Add +10.6% | 4,383 | $422K |
| Greenfield Savings Bank | 0.20% | No change | 4,368 | $420K |
| Continuum Advisory, LLC | 0.05% | Add +64.9% | 4,349 | $418K |
| Faithward Advisors, LLC | 0.07% | Reduce -1.4% | 4,337 | $417K |
| Insight Wealth Strategies, LLC | 0.05% | Add +0.9% | 4,305 | $414K |
| Carl P. Sherr & Co., LLC | 0.22% | No change | 4,293 | $413K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.0% | 4,291 | $413K |
| Tarbox Family Office, Inc. | 0.07% | No change | 4,266 | $410K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.1% | 4,265 | $410K |
| West Paces Advisors Inc. | 0.10% | Reduce -6.2% | 4,258 | $410K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.8% | 4,249 | $409K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -8.6% | 4,248 | $409K |
| Courier Capital LLC | 0.03% | Reduce -0.6% | 4,181 | $402K |
| Blue Barn Wealth, LLC | 0.21% | Reduce -3.9% | 4,174 | $401K |
| Phillips Wealth Planners LLC | 0.38% | Add +25.3% | 4,062 | $401K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 4,173 | $401K |
| Edgestream Partners, L.P. | 0.02% | Reduce -93.7% | 4,143 | $398K |
| PFG Advisors | 0.03% | New | 4,137 | $398K |
| Florida Trust Wealth Management Co | 0.01% | Add +40.0% | 4,133 | $398K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Add +7.9% | 4,131 | $397K |
| Diversify Advisory Services, LLC | 0.02% | New | 4,003 | $395K |
| Mairs & Power Inc. | 0.00% | Reduce -2.4% | 4,100 | $394K |
| HB Wealth Management, LLC | 0.00% | Add +0.9% | 4,089 | $393K |
| Alhambra Investment Management LLC | 0.20% | No change | 4,085 | $393K |
| Cornerstone Enterprises, LLC | 0.25% | New | 4,080 | $392K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -6.5% | 4,076 | $392K |
| Old Mission Investment Co LLC | 0.12% | No change | 4,069 | $391K |
| Bard Financial Services, Inc. | 0.05% | No change | 4,060 | $390K |
| Nilsine Partners, LLC | 0.05% | Add +5.6% | 4,055 | $390K |
| Plancorp, LLC | 0.02% | Add +0.1% | 4,048 | $389K |
| Focus Financial Network, Inc. | 0.02% | Add +1.3% | 4,046 | $389K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,908 | $389K |
| Carret Asset Management, LLC | 0.04% | No change | 4,000 | $385K |
| Tyler-Stone Wealth Management | 0.07% | Add +100.0% | 3,990 | $384K |
| Mission Wealth Management, LP | 0.01% | Reduce -25.5% | 3,984 | $383K |
| Park National Corp. | 0.01% | Add +3.4% | 3,964 | $381K |
| Smithfield Trust Co | 0.02% | Reduce -15.1% | 3,898 | $378K |
| Appleton Partners Inc. | 0.03% | No change | 3,887 | $374K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | New | 3,876 | $373K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -0.0% | 3,835 | $369K |
| WealthTrust Axiom LLC | 0.11% | No change | 3,816 | $367K |
| Callan Capital, LLC | 0.03% | Add +7.4% | 3,808 | $366K |
| Fortis Group Advisors, LLC | 0.07% | No change | 3,805 | $366K |
| Modern Wealth Management, LLC | 0.02% | Add +0.0% | 3,804 | $366K |
| Cerro Pacific Wealth Advisors LLC | 0.14% | No change | 4,634 | $364K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 3,744 | $360K |
| Hanson & Doremus Investment Management | 0.06% | No change | 3,710 | $357K |
| Alps Advisors Inc. | 0.00% | New | 3,700 | $356K |
| Coldstream Capital Management Inc. | 0.01% | Add +31.7% | 3,689 | $356K |
| Strategy Asset Managers LLC | 0.07% | Add +28.4% | 3,692 | $355K |
| MBB Public Markets I LLC | 0.03% | Reduce -83.9% | 3,690 | $355K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -1.3% | 3,688 | $355K |
| Crewe Advisors LLC | 0.04% | Add +0.7% | 3,679 | $354K |
| Centennial Wealth Advisory LLC | 0.14% | Add +6.4% | 3,671 | $353K |
| WoodTrust Financial Corp | 0.05% | No change | 3,675 | $353K |
| Capital Advisors Inc. | 0.01% | Reduce -3.0% | 3,662 | $352K |
| Weaver Capital Management LLC | 0.10% | Reduce -43.8% | 3,609 | $347K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.2% | 3,595 | $346K |
| First Foundation Advisors | 0.01% | Add +0.1% | 3,582 | $345K |
| Buska Wealth Management, LLC | 0.12% | Add +29.7% | 3,577 | $344K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -15.3% | 3,579 | $343K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +4.6% | 3,560 | $342K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,521 | $339K |
| New Century Financial Group, LLC | 0.12% | Add +18.0% | 3,479 | $335K |
| F/m Investments LLC | 0.01% | No change | 3,461 | $333K |
| Wealthquest Corp | 0.03% | No change | 3,400 | $329K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -32.3% | 3,409 | $328K |
| Blue Chip Partners, LLC | 0.03% | Add +0.6% | 3,353 | $323K |
| Summit Asset Management, LLC | 0.04% | No change | 3,335 | $321K |
| Monument Capital Management | 0.09% | New | 3,334 | $321K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +2.2% | 3,321 | $319K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,300 | $317K |
| JGP Wealth Management, LLC | 0.04% | Reduce -19.4% | 3,285 | $316K |
| Pitcairn Co. | 0.02% | Reduce -2.2% | 3,282 | $316K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +391.0% | 3,265 | $314K |
| Sterling Investment Advisors LLC | 0.18% | No change | 3,262 | $314K |
| West Family Investments, Inc. | 0.11% | Add +3.2% | 3,255 | $313K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,250 | $313K |
| Cigna Investments Inc. | 0.06% | No change | 3,230 | $311K |
| 1ST Source Bank | 0.02% | No change | 3,231 | $311K |
| Dark Forest Capital Management LP | 0.04% | Add +23.4% | 3,226 | $310K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,177 | $306K |
| Keystone Financial Group | 0.04% | Add +0.1% | 3,170 | $305K |
| Vise Technologies, Inc. | 0.04% | New | 3,158 | $304K |
| International Assets Investment Management, LLC | 0.02% | Add +7.3% | 3,156 | $304K |
| Syon Capital LLC | 0.03% | Add +6.4% | 3,142 | $302K |
| First Heartland Consultants, Inc. | 0.03% | Add +12.7% | 3,143 | $302K |
| Glenview Trust Co | 0.01% | Add +7.0% | 3,120 | $300K |
| Advisor OS, LLC | 0.03% | Reduce -44.2% | 3,112 | $299K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -74.4% | 3,104 | $299K |
| Evexia Wealth LLC | 0.11% | No change | 3,158 | $297K |
| WFA Asset Management Corp | 0.16% | Add +14.7% | 3,089 | $297K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.9% | 3,088 | $297K |
| Gryphon Financial Partners LLC | 0.04% | New | 3,082 | $296K |
| Procyon Advisors, LLC | 0.02% | New | 3,067 | $295K |
| CRA Financial Services, LLC | 0.05% | No change | 3,050 | $293K |
| Wrapmanager Inc. | 0.08% | New | 3,050 | $293K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.21% | — | 3,043 | $293K |
| Longfellow Investment Management Co. LLC | 0.07% | Add +0.6% | 3,022 | $291K |
| D L Carlson Investment Group Inc. | 0.05% | Add +0.4% | 3,016 | $290K |
| Bremer Bank National Association | 0.05% | Reduce -1.4% | 3,008 | $289K |
| True Vision MN LLC | 0.17% | New | 2,999 | $288K |
| Successful Portfolios LLC | 0.19% | No change | 2,984 | $287K |
| Bank of Stockton | 0.09% | No change | 2,982 | $287K |
| Synovus Financial Corp. | 0.00% | Add +4.8% | 2,980 | $287K |
| Hartford Funds Management Co LLC | 0.03% | New | 2,978 | $286K |
| Compound Planning, Inc. | 0.02% | New | 2,964 | $285K |
| Inspire Investing, LLC | 0.03% | Reduce -11.9% | 2,960 | $285K |
| Sonora Investment Management Group, LLC | 0.02% | New | 2,949 | $284K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,947 | $283K |
| Compass Financial Group, INC | 0.06% | No change | 2,938 | $283K |
| Isthmus Partners, LLC | 0.03% | No change | 2,929 | $282K |
| Zacks Investment Management | 0.00% | Reduce -15.3% | 2,922 | $281K |
| MJP Associates Inc. | 0.05% | Reduce -4.5% | 2,921 | $281K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.9% | 2,908 | $280K |
| Lodestone Wealth Management LLC | 0.14% | No change | 2,888 | $278K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 2,883 | $277K |
| HTLF Bank | 0.03% | Reduce -2.5% | 2,875 | $277K |
| Liberty Wealth Management LLC | 0.05% | Add +7.9% | 2,868 | $276K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | New | 2,866 | $276K |
| ProVise Management Group, LLC | 0.02% | New | 2,852 | $274K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +0.9% | 2,851 | $274K |
| Jacobi Capital Management LLC | 0.02% | New | 2,848 | $274K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 2,834 | $273K |
| Brady Family Wealth, LLC | 0.08% | Reduce -1.1% | 2,815 | $271K |
| Catalyst Funds Management Pty Ltd | 0.06% | New | 2,800 | $269K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 2,790 | $268K |
| Argent Trust Co | 0.01% | New | 2,788 | $268K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 2,786 | $268K |
| MTM Investment Management, LLC | 0.10% | Reduce -1.1% | 2,800 | $267K |
| McCarter Private Wealth Services LLC | 0.17% | — | 2,777 | $267K |
| Lifeworks Advisors, LLC | 0.05% | Add +5.9% | 2,775 | $267K |
| Principle Wealth Partners LLC | 0.02% | No change | 2,770 | $266K |
| Danske Bank A/S | 0.00% | Reduce -0.5% | 2,759 | $265K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.0% | 2,756 | $265K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,756 | $265K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Reduce -5.7% | 2,752 | $265K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,745 | $264K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.7% | 2,745 | $264K |
| Providence Wealth Advisors, LLC | 0.19% | Reduce -4.2% | 2,657 | $263K |
| International Private Wealth Advisors LLC | 0.38% | Reduce -4.1% | 2,731 | $263K |
| KOM Wealth Management Group, LLC | 0.22% | Add +0.3% | 2,726 | $262K |
| Old North State Wealth Management, LLC | 0.15% | New | 2,717 | $262K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.3% | 2,720 | $262K |
| Kovack Advisors, Inc. | 0.03% | Add +0.6% | 2,719 | $262K |
| Boston Financial Mangement LLC | 0.01% | Reduce -1.9% | 2,707 | $260K |
| Live Oak Private Wealth LLC | 0.04% | No change | 2,692 | $259K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +1.2% | 2,685 | $258K |
| CWA Asset Management Group, LLC | 0.01% | — | 2,684 | $258K |
| Chesapeake Asset Management LLC | 0.22% | Add +3.6% | 2,680 | $258K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 2,728 | $257K |
| Intrust Bank NA | 0.03% | New | 2,674 | $257K |
| IFG Advisors, LLC | 0.05% | No change | 2,670 | $257K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 2,637 | $254K |
| Fiduciary Financial Group, LLC | 0.06% | Add +3.0% | 2,684 | $253K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,628 | $253K |
| Bayesian Capital Management, LP | 0.03% | Reduce -89.0% | 2,600 | $250K |
| John G Ullman & Associates Inc. | 0.04% | No change | 2,587 | $249K |
| Legacy Financial Strategies, LLC | 0.05% | New | 2,585 | $249K |
| Tsfg, LLC | 0.05% | No change | 2,580 | $248K |
| Pinnacle West Asset Management, Inc. | 0.18% | New | 2,565 | $247K |
| AdvisorNet Financial, Inc | 0.02% | Add +11.5% | 2,567 | $247K |
| Norris Perne & French LLP | 0.02% | New | 2,542 | $244K |
| Choate Investment Advisors | 0.01% | Reduce -2.9% | 2,529 | $243K |
| First Interstate Bank | 0.01% | New | 2,525 | $243K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -22.6% | 2,518 | $242K |
| Two Sigma Securities, LLC | 0.02% | New | 2,518 | $242K |
| Ipswich Investment Management Co., Inc. | 0.06% | Reduce -2.3% | 2,512 | $242K |
| StoneX Group Inc. | 0.02% | New | 2,493 | $240K |
| Liberty Capital Management, Inc. | 0.05% | New | 2,486 | $239K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 2,482 | $239K |
| Integris Wealth Management, LLC | 0.07% | New | 2,477 | $238K |
| UMB Bank, n.a. | 0.00% | Reduce -1.0% | 2,472 | $238K |
| Fidelis Capital Partners, LLC | 0.03% | New | 2,385 | $237K |
| Midwest Professional Planners, LTD. | 0.07% | Reduce -5.1% | 2,457 | $236K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,455 | $236K |
| Clayton Financial Group LLC | 0.09% | New | 2,441 | $235K |
| Planning Center, Inc. | 0.03% | New | 2,411 | $232K |
| Hilltop Partners LLC | 0.08% | New | 2,377 | $229K |
| Significant Wealth Partners LLC | 0.12% | New | 2,365 | $227K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 2,360 | $227K |
| Patrick M Sweeney & Associates, Inc. | 0.17% | New | 2,352 | $226K |
| Monetary Management Group Inc. | 0.06% | No change | 2,350 | $226K |
| Roman Butler Fullerton & Co. | 0.07% | New | 2,310 | $225K |
| Fidelity D & D Bancorp Inc. | 0.15% | New | 2,332 | $224K |
| CFM Wealth Partners LLC | 0.04% | New | 2,326 | $224K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.09% | No change | 2,300 | $221K |
| Gateway Wealth Partners, LLC | 0.06% | New | 2,297 | $221K |
| RDA Financial Network | 0.07% | New | 2,282 | $219K |
| LCNB Corp. | 0.08% | New | 2,271 | $218K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -18.9% | 2,259 | $217K |
| MBE Wealth Management, LLC | 0.12% | New | 2,255 | $217K |
| Independent Wealth Network Inc. | 0.10% | New | 2,249 | $216K |
| Lockerman Financial Group, Inc. | 0.37% | New | 2,248 | $216K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +5.2% | 2,248 | $216K |
| Allianz Asset Management GmbH | 0.00% | New | 2,246 | $216K |
| Brighton Jones LLC | 0.01% | New | 2,244 | $216K |
| Dividend Assets Capital, LLC | 0.04% | New | 2,228 | $214K |
| Ridgewood Investments LLC | 0.11% | Reduce -10.8% | 2,227 | $214K |
| Cibc World Market Inc. | 0.00% | New | 2,220 | $214K |
| Ariston Services Group | 0.19% | New | 2,223 | $214K |
| Park Place Capital Corp | 0.06% | Add +108.5% | 2,212 | $213K |
| Perkins Coie Trust Co | 0.05% | No change | 2,202 | $212K |
| Capital Management Corp. | 0.04% | New | 2,200 | $212K |
| Second Line Capital, LLC | 0.06% | New | 2,193 | $211K |
| Exchange Capital Management, Inc. | 0.03% | New | 2,182 | $210K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 2,170 | $209K |
| Kolinsky Wealth Management, LLC | 0.13% | New | 2,155 | $207K |
| Channel Wealth LLC | 0.07% | New | 2,154 | $207K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.32% | No change | 2,133 | $205K |
| Astoria Portfolio Advisors LLC. | 0.07% | New | 2,142 | $204K |
| AMG National Trust Bank | 0.01% | New | 2,119 | $204K |
| BLB&B Advisors, LLC | 0.01% | New | 2,113 | $203K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 2,111 | $203K |
| Teacher Retirement System of Texas | 0.00% | Reduce -98.6% | 2,115 | $203K |
| Tower Wealth Partners, Inc. | 0.12% | New | 2,110 | $203K |
| Financial Counselors Inc. | 0.00% | New | 2,103 | $202K |
| Trustmark Bank Trust Department | 0.02% | New | 2,100 | $202K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,205 | $202K |
| Marshall Financial Group, LLC | 0.05% | New | 2,098 | $202K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 2,095 | $201K |
| Howe & Rusling Inc. | 0.02% | New | 2,086 | $201K |
| Boston Research & Management Inc. | 0.05% | New | 2,082 | $200K |
| CWS Financial Advisors, LLC | 0.07% | New | 2,081 | $200K |
| Neville Rodie & Shaw Inc. | 0.01% | New | 2,078 | $200K |
| Operose Advisors LLC | 0.06% | Add +15.9% | 2,072 | $199K |
| Quadrant Capital Group LLC | 0.01% | Add +6.5% | 2,068 | $199K |
| Virtus Advisers, LLC | 0.09% | Reduce -8.3% | 2,061 | $198K |
| Baldwin Wealth Partners LLC | 0.01% | Add +11333.3% | 2,058 | $198K |
| Tompkins Financial Corp. | 0.02% | Reduce -47.6% | 2,034 | $196K |
| Avior Wealth Management, LLC | 0.01% | Add +2.5% | 2,012 | $194K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,992 | $192K |
| CI Investments Inc. | 0.00% | Reduce -38.5% | 1,981 | $191K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.4% | 1,967 | $189K |
| Addison Advisors LLC | 0.05% | No change | 1,949 | $187K |
| Cape Investment Advisory, Inc. | 0.07% | Add +0.5% | 1,685 | $162K |
| Smartleaf Asset Management LLC | 0.02% | Add +26.6% | 1,668 | $159K |
| Bray Capital Advisors | 0.04% | No change | 1,592 | $153K |
| Financial Network Wealth Advisors LLC | 0.12% | Reduce -9.6% | 1,515 | $146K |
| Red Tortoise LLC | 0.07% | No change | 1,514 | $146K |
| Centaurus Financial, Inc. | 0.01% | Add +0.8% | 1,426 | $137K |
| Richardson Financial Services Inc. | 0.09% | No change | 1,743 | $137K |
| State of Wyoming | 0.02% | Add +4.1% | 1,395 | $134K |
| Sentry Investment Management LLC | 0.06% | No change | 1,373 | $132K |
| JNBA Financial Advisors | 0.01% | No change | 1,365 | $131K |
| Uncommon Cents Investing LLC | 0.04% | New | 1,347 | $130K |
| Financial Perspectives, Inc | 0.04% | No change | 1,338 | $129K |
| Hexagon Capital Partners LLC | 0.02% | Add +2.0% | 1,306 | $126K |
| Y.D. More Investments Ltd | 0.01% | New | 1,298 | $125K |
| Hills Bank & Trust Co | 0.01% | New | 1,257 | $121K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | New | 1,254 | $121K |
| Brooklyn Investment Group | 0.04% | New | 1,222 | $118K |
| Independence Bank of Kentucky | 0.02% | Add +26.1% | 1,206 | $116K |
| Beacon Capital Management, LLC | 0.02% | Add +13.3% | 1,195 | $115K |
| Quent Capital, LLC | 0.01% | Add +0.3% | 1,197 | $115K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -65.5% | 1,188 | $114K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 1,168 | $112K |
| Oakworth Capital, Inc. | 0.01% | Add +41.7% | 1,146 | $110K |
| CoreCap Advisors, LLC | 0.01% | Add +5.1% | 1,105 | $106K |
| Union Savings Bank | 0.05% | No change | 1,100 | $106K |
| TFC Financial Management, Inc. | 0.02% | Add +5.1% | 1,080 | $104K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,060 | $102K |
| Intelligent Financial Strategies | 0.06% | No change | 1,059 | $102K |
| TCTC Holdings, LLC | 0.00% | Reduce -55.0% | 1,049 | $101K |
| Whittier Trust Co. | 0.00% | Add +0.7% | 1,042 | $100K |
| Alta Advisers Ltd | 0.04% | No change | 1,000 | $96K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 982 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.8% | 971 | $93K |
| Clean Yield Group | 0.03% | No change | 970 | $93K |
| First Horizon Advisors, Inc. | 0.00% | Add +38.3% | 964 | $93K |
| Sandy Spring Bank | 0.00% | Reduce -27.3% | 918 | $88K |
| GeoWealth Management, LLC | 0.00% | New | 911 | $88K |
| First Personal Financial Services | 0.02% | Reduce -11.2% | 910 | $88K |
| First Pacific Financial | 0.02% | No change | 902 | $87K |
| FSA Wealth Management LLC | 0.03% | — | 900 | $87K |
| Boit C F David | 0.04% | No change | 867 | $83K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +71.4% | 840 | $81K |
| Lanark Financial, Inc. | 0.01% | Add +22.2% | 830 | $79K |
| Loomis Sayles & Co. L P | 0.00% | Add +8.8% | 826 | $79K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -0.8% | 798 | $77K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -70.4% | 800 | $77K |
| Mather Group, Llc. | 0.00% | Reduce -93.6% | 779 | $75K |
| Concord Wealth Partners | 0.01% | Add +20.6% | 777 | $75K |
| Hilltop National Bank | 0.02% | No change | 775 | $75K |
| Ostrum Asset Management | 0.01% | Add +1.4% | 751 | $72K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 741 | $71K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 740 | $71K |
| WASHINGTON TRUST Co | 0.00% | Add +23.4% | 706 | $68K |
| Avalon Trust Co | 0.01% | No change | 700 | $67K |
| Trust Co. of Vermont | 0.00% | Add +16.6% | 697 | $67K |
| TruNorth Capital Management, LLC | 0.02% | No change | 690 | $66K |
| Strengthening Families & Communities, LLC | 0.02% | Reduce -4.8% | 674 | $65K |
| Future Financial Wealth Managment LLC | 0.05% | New | 656 | $63K |
| Lindbrook Capital, LLC | 0.01% | Reduce -20.3% | 656 | $63K |
| Manchester Capital Management LLC | 0.01% | Add +4.4% | 643 | $62K |
| GW&K Investment Management, LLC | 0.00% | Add +0.3% | 619 | $60K |
| Prestige Wealth Management Group LLC | 0.01% | Add +0.8% | 612 | $59K |
| Hollencrest Capital Management | 0.00% | No change | 612 | $59K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 600 | $58K |
| Trust Co | 0.01% | Add +74.0% | 588 | $57K |
| Anchor Investment Management, LLC | 0.01% | No change | 587 | $56K |
| St. Johns Investment Management Company, LLC | 0.03% | No change | 580 | $56K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 578 | $56K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 578 | $55K |
| CNB Bank | 0.03% | No change | 566 | $54K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -10.5% | 564 | $54K |
| Arax Advisory Partners | 0.00% | Reduce -1.2% | 561 | $54K |
| Cromwell Holdings LLC | 0.03% | No change | 558 | $54K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 553 | $53K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 548 | $53K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +5.7% | 540 | $52K |
| Barrett & Company, Inc. | 0.02% | No change | 540 | $52K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 539 | $52K |
| Friedenthal Financial | 0.03% | New | 522 | $50K |
| Perritt Capital Management Inc | 0.03% | Add +1.0% | 520 | $50K |
| Salem Investment Counselors Inc. | 0.00% | No change | 518 | $50K |
| Optiver Holding B.V. | 0.00% | New | 513 | $49K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -15.9% | 502 | $48K |
| nVerses Capital, LLC | 0.02% | Reduce -66.7% | 500 | $48K |
| Mizuho Bank, Ltd. | 0.01% | Reduce -16.7% | 500 | $48K |
| Wintrust Investments LLC | 0.03% | Reduce -88.5% | 490 | $47K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +14.8% | 488 | $47K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 480 | $46K |
| ESL Trust Services, LLC | 0.01% | Reduce -10.6% | 474 | $46K |
| Ashton Thomas Securities, LLC | 0.01% | New | 468 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.8% | 459 | $44K |
| Piscataqua Savings Bank | 0.04% | No change | 459 | $44K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 454 | $44K |
| Elequin Capital, LP | 0.10% | New | 453 | $44K |
| Essex Investment Management Co. LLC | 0.01% | No change | 430 | $41K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -21.1% | 429 | $41K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 418 | $40K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -8.8% | 412 | $40K |
| Spire Wealth Management | 0.00% | Reduce -41.1% | 402 | $39K |
| William B. Walkup & Associates, Inc. | 0.02% | No change | 398 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +34.4% | 379 | $37K |
| Olistico Wealth, LLC | 0.02% | No change | 372 | $36K |
| Ancora Advisors LLC | 0.00% | Reduce -13.9% | 354 | $34K |
| Valued Wealth Advisors LLC | 0.02% | No change | 343 | $33K |
| Center for Financial Planning, Inc. | 0.00% | No change | 333 | $32K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.5% | 338 | $32K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 328 | $32K |
| Peoples Financial Services Corp. | 0.01% | No change | 326 | $31K |
| Covestor Ltd | 0.02% | Reduce -1.0% | 311 | $30K |
| Coastline Trust Co | 0.00% | New | 305 | $29K |
| Silvant Capital Management LLC | 0.00% | No change | 290 | $28K |
| Atlantic Private Wealth, LLC | 0.02% | Add +0.7% | 279 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 276 | $27K |
| Sound Income Strategies, LLC | 0.00% | Reduce -25.3% | 271 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +3.1% | 264 | $25K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.4% | 259 | $25K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 250 | $24K |
| CoreFirst Bank & Trust | 0.01% | New | 245 | $24K |
| Earned Wealth Advisors, LLC | 0.01% | New | 245 | $24K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +18.9% | 245 | $24K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 240 | $23K |
| NBT Bank, N.A. | 0.00% | New | 240 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 230 | $22K |
| Stephens Consulting, LLC | 0.01% | No change | 228 | $22K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 228 | $22K |
| Arrow Financial Corp | 0.00% | Reduce -10.0% | 225 | $22K |
| Fortitude Family Office, LLC | 0.01% | Add +162.5% | 210 | $20K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -4.5% | 210 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | Add +26.3% | 202 | $19K |
| Bank of New Hampshire | 0.00% | Reduce -94.5% | 200 | $19K |
| Legacy Investment Solutions, LLC | 0.01% | — | 194 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | — | 194 | $19K |
| Wolff Wiese Magana LLC | 0.01% | Add +3760.0% | 193 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | New | 192 | $18K |
| MV Capital Management, Inc. | 0.00% | Add +3.8% | 191 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +133.3% | 189 | $18K |
| Chilton Capital Management LLC | 0.00% | Reduce -72.1% | 175 | $17K |
| First Community Trust NA | 0.01% | No change | 166 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 162 | $16K |
| Annapolis Financial Services, LLC | 0.00% | No change | 145 | $14K |
| WR Wealth Planners, LLC | 0.00% | Add +7.5% | 144 | $14K |
| Mendota Financial Group, LLC | 0.01% | Add +126.7% | 136 | $13K |
| Hemington Wealth Management | 0.00% | New | 143 | $13K |
| Christopher J. Hasenberg, Inc | 0.01% | Reduce -48.7% | 137 | $13K |
| Rogco, LP | 0.00% | No change | 126 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -15.3% | 127 | $12K |
| Sachetta, LLC | 0.00% | No change | 124 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 120 | $12K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -63.5% | 117 | $11K |
| Kimelman & Baird, LLC | 0.00% | No change | 116 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 115 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 112 | $11K |
| Wiser Advisor Group LLC | 0.02% | No change | 111 | $11K |
| Sittner & Nelson, LLC | 0.00% | No change | 107 | $10K |
| Key Financial Inc | 0.00% | No change | 106 | $10K |
| Briaud Financial Planning Inc | 0.01% | No change | 114 | $10K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.0% | 100 | $10K |
| Front Row Advisors LLC | 0.00% | Reduce -74.4% | 102 | $10K |
| Eagle Bay Advisors LLC | 0.00% | No change | 100 | $10K |
| HighMark Wealth Management LLC | 0.01% | No change | 100 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $10K |
| Northwest Financial Advisors | 0.01% | New | 99 | $10K |
| Northwest Capital Management Inc | 0.00% | No change | 95 | $9K |
| Naples Money Management LLC | 0.01% | No change | 90 | $9K |
| MilWealth Group LLC | 0.00% | No change | 89 | $9K |
| Aspire Private Capital, LLC | 0.00% | New | 87 | $8K |
| LFA - Lugano Financial Advisors SA | 0.01% | New | 85 | $8K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 83 | $8K |
| Solstein Capital, LLC | 0.00% | No change | 82 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 79 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -3.7% | 79 | $8K |
| Investors Research Corp | 0.00% | No change | 77 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | Add +10.1% | 76 | $7K |
| Horizon Bancorp Inc. | 0.00% | New | 68 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -48.1% | 68 | $7K |
| Wells Financial Advisors INC | 0.01% | New | 67 | $6K |
| LRI Investments, LLC | 0.00% | No change | 67 | $6K |
| Dunhill Financial, LLC | 0.00% | Reduce -97.2% | 66 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 64 | $6K |
| Grove Bank & Trust | 0.00% | New | 64 | $6K |
| NFSG Corp | 0.00% | No change | 63 | $6K |
| Archer Investment Corp | 0.00% | New | 62 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 59 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +9.3% | 59 | $6K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 58 | $6K |
| Global Financial Private Client, LLC | 0.00% | Add +52.6% | 58 | $6K |
| First Financial Corp. | 0.00% | No change | 57 | $5K |
| Abound Wealth Management | 0.00% | Add +14.3% | 56 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 53 | $5K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Capital Analysts, LLC | 0.00% | Add +34.2% | 51 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 51 | $5K |
| Keener Financial Planning LLC | 0.00% | No change | 50 | $4K |
| Heritage Wealth Advisors | 0.00% | New | 41 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 40 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -29.8% | 40 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 37 | $4K |
| Peterson Financial Group, Inc. | 0.01% | New | 34 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 34 | $3K |
| Copley Financial Group, Inc. | 0.00% | — | 34 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -50.0% | 34 | $3K |
| ORG Partners LLC | 0.00% | New | 32 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 27 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +30.0% | 26 | $3K |
| MCF Advisors LLC | 0.00% | Reduce -71.3% | 25 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +10.0% | 22 | $2K |
| CVA Family Office, LLC | 0.00% | Add +266.7% | 22 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 25 | $2K |
| Avion Wealth | 0.00% | Reduce -20.0% | 24 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 27 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +100.0% | 20 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 18 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 18 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 15 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 15 | $1K |
| Fairman Group, LLC | 0.00% | No change | 13 | $1K |
| Proffitt & Goodson Inc. | 0.00% | New | 11 | $1K |
| Northwest Investment Counselors, LLC | 0.00% | New | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| True Wealth Design, LLC | 0.00% | Add +12.5% | 9 | $866 |
| First United Bank & Trust | 0.00% | No change | 8 | $769 |
| PSI Advisors, LLC | 0.00% | No change | 8 | $769 |
| Larson Financial Group LLC | 0.00% | Add +16.7% | 7 | $673 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 6 | $577 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $577 |
| Nvwm, LLC | 0.00% | No change | 5 | $481 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 5 | $481 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4 | $385 |
| WestEnd Advisors, LLC | 0.00% | No change | 4 | $385 |
| New Millennium Group LLC | 0.00% | No change | 3 | $289 |
"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.