Waste ManagementWM

13F holders, Q2 2024 (June 30)
2,003holders +31
113new positions
85sold out
11famous investors
$213.21avg. 13F price*

At the end of Q2 2024, 2,003 institutions reported holding Waste Management Inc. (WM) in their 13F filings, up 31 from Q1 2024. 113 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($7.7B), Gates Foundation Trust ($7.5B) and BlackRock Inc. ($6.5B). 11 famous investors held it, including Bill Gates / Michael Larson (15.8% of Gates Foundation Trust's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

Company
Waste Management Inc.
Sector
Utilities
CUSIP
94106L109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,972Q1 2024Q2 2024: 2,003Q2 2024Q3 2024: 1,996Q3 2024Q4 2024: 2,131Q4 2024Q1 2025: 2,205Q1 2025Q2 2025: 2,230Q2 2025Q3 2025: 2,179Q3 2025Q4 2025: 2,323Q4 2025Q1 2026: 2,371Q1 2026Q2 2026: 2,374Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions113$143.4M
Exits85$168.7M

All 13F filers, Q1 2024 → Q2 2024: 17,693,725 shares bought and 17,873,843 shares sold, net −180,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,003 holders

Vanguard Group Inc. 0.15% Add +0.4% 36,266,704 $7.7B
Gates Foundation Trust 15.77% No change 35,234,344 $7.5B
BlackRock Inc. 0.15% Add +6.6% 30,677,411 $6.5B
State Street Corp. 0.17% Reduce -0.2% 18,526,846 $4.0B
Geode Capital Management, LLC 0.15% Add +2.1% 7,977,293 $1.7B
Morgan Stanley 0.12% Add +4.0% 7,492,944 $1.6B
Norges Bank 0.15% Add +4.1% 4,854,157 $1.0B
Parnassus Investments, LLC 2.14% Reduce -1.5% 4,600,676 $981.5M
Ameriprise Financial Inc. 0.26% Add +0.3% 4,523,324 $969.4M
Bank of America Corp. 0.09% Add +14.3% 4,514,098 $963.0M
Goldman Sachs Group Inc. 0.19% Add +17.0% 4,469,291 $953.5M
Wells Fargo & Company 0.23% Reduce -1.9% 4,093,297 $873.3M
Nordea Investment Management AB 1.01% Reduce -13.9% 4,024,243 $857.6M
Pictet Asset Management Holding SA 0.91% Reduce -18.9% 3,740,678 $798.0M
Northern Trust Corp. 0.13% Reduce -2.6% 3,651,708 $779.1M
Lazard Asset Management LLC 1.03% Reduce -6.7% 3,582,585 $764.3M
Amundi 0.27% Reduce -10.0% 3,400,659 $715.7M
Legal & General Group Plc 0.19% Add +2.1% 3,080,897 $657.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +41.3% 3,011,552 $642.5M
Bank of New York Mellon Corp 0.12% Reduce -1.2% 2,873,529 $613.0M
Clearbridge Investments, LLC 0.48% Reduce -2.0% 2,766,495 $590.2M
Royal Bank of Canada 0.13% Reduce -25.3% 2,466,079 $526.1M
Alliancebernstein L.P. 0.18% Reduce -4.1% 2,429,028 $518.2M
Stifel Financial Corp. 0.56% Reduce -1.5% 2,350,725 $501.5M
Dimensional Fund Advisors LP 0.12% Add +11.1% 2,217,389 $473.0M
Barclays PLC 0.21% Add +77.7% 2,157,121 $460.2M
Capital World Investors 0.07% Reduce -49.0% 2,153,881 $459.5M
Brown Brothers Harriman & Co. 3.42% Reduce -1.9% 2,130,516 $454.5M
Deutsche Bank AG 0.20% Add +11.1% 2,086,520 $445.1M
Charles Schwab Investment Management Inc. 0.08% Add +1.9% 2,068,023 $441.2M
California Public Employees Retirement System 0.30% Reduce -18.1% 1,946,022 $415.2M
Banque Pictet & Cie SA 3.95% Reduce -0.3% 1,808,916 $385.9M
Invesco Ltd. 0.08% Reduce -8.2% 1,734,538 $370.0M
JPMorgan Chase & Co. 0.03% Reduce -28.3% 1,711,932 $365.2M
Bank of Montreal 0.11% Reduce -2.6% 1,655,517 $352.4M
Impax Asset Management Group plc 1.41% Reduce -6.8% 1,618,394 $345.3M
Jensen Investment Management Inc. 2.78% Reduce -7.8% 1,591,789 $339.6M
AMF Tjanstepension AB 2.48% Add +85.6% 1,561,939 $333.2M
HSBC Holdings PLC 0.20% Add +36.7% 1,453,140 $310.2M
Mirova US LLC 3.83% Add +2.0% 1,442,917 $307.8M
Ninety One UK Ltd 0.82% Reduce -14.8% 1,383,963 $295.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.24% Reduce -4.2% 1,364,229 $291.0M
UBS Group AG 0.09% Add +1.2% 1,347,543 $287.5M
Nuveen Asset Management, LLC 0.08% Reduce -21.2% 1,266,300 $271.7M
Sustainable Growth Advisers, LP 1.19% Reduce -10.1% 1,268,559 $270.6M
Capital Research Global Investors 0.06% Reduce -67.8% 1,254,238 $267.6M
Swiss National Bank 0.17% Reduce -1.4% 1,189,000 $253.7M
APG Asset Management N.V. 0.42% Add +1.9% 1,192,125 $237.3M
Storebrand Asset Management As 0.76% Reduce -23.4% 1,071,133 $228.5M
Swedbank AB 0.30% Add +16.0% 1,055,916 $225.3M
Neuberger Berman Group LLC 0.18% Reduce -9.1% 1,046,366 $223.2M
Raymond James & Associates 0.15% Add +0.5% 1,036,540 $221.1M
FMR LLC 0.01% Add +46.4% 1,034,169 $220.6M
Arrowstreet Capital, Limited Partnership 0.19% Add +101.8% 1,029,240 $219.6M
Los Angeles Capital Management LLC 0.75% Add +248.5% 984,774 $210.1M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -9.7% 953,563 $203.4M
Voloridge Investment Management, LLC 0.72% Add +233.9% 905,736 $193.2M
Qube Research & Technologies Ltd 0.35% Add +663.9% 889,300 $189.7M
Rhumbline Advisers 0.17% Add +2.0% 843,040 $179.9M
T. Rowe Price Associates Inc. 0.02% Add +52.3% 811,643 $173.2M
LPL Financial LLC 0.08% Add +9.1% 767,811 $163.8M
National Pension Service 0.16% Reduce -0.0% 662,111 $141.3M
Envestnet Asset Management Inc. 0.05% Reduce -32.6% 639,645 $136.5M
Candriam S.C.A. 0.83% Reduce -0.9% 634,190 $135.3M
New York State Common Retirement Fund 0.17% Reduce -7.4% 611,922 $130.5M
Aberdeen Group plc 0.25% Reduce -6.0% 610,876 $130.3M
DekaBank Deutsche Girozentrale 0.23% Add +9.9% 604,818 $128.9M
Bessemer Group Inc. 0.23% Reduce -1.3% 599,037 $127.8M
Aviva PLC 0.36% Add +21.0% 594,473 $126.8M
Scotia Capital Inc. 0.73% Add +0.9% 586,855 $125.2M
Ensign Peak Advisors, Inc 0.22% Reduce -5.3% 566,093 $120.8M
Korea Investment CORP 0.30% Add +51.7% 561,652 $119.8M
Johnson Investment Counsel Inc. 1.24% Reduce -1.3% 551,538 $117.7M
Allianz Asset Management GmbH 0.19% Reduce -1.0% 549,164 $117.2M
PNC Financial Services Group, Inc. 0.08% Reduce -1.9% 541,687 $115.6M
Regions Financial Corp. 0.87% Reduce -5.2% 537,324 $114.6M
California State Teachers Retirement System 0.14% Reduce -3.5% 532,948 $113.7M
Two Sigma Investments, LP 0.28% Add +202.1% 531,684 $113.4M
Mariner, LLC 0.22% Add +0.3% 529,792 $113.0M
Schroder Investment Management Group 0.12% Add +52.9% 528,010 $112.6M
Adage Capital Partners Gp, L.L.C. 0.21% Add +315.1% 526,208 $112.3M
Agf Management Ltd. 0.62% Reduce -6.9% 521,870 $111.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.12% Reduce -14.6% 520,244 $111.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +13.1% 516,763 $110.2M
Capital International Investors 0.02% Reduce -61.9% 506,840 $108.1M
Renaissance Technologies 0.18% Add +27.1% 493,700 $105.3M
Wealth Enhancement Advisory Services, LLC 0.25% Reduce -1.2% 484,246 $103.3M
Prudential Financial Inc. 0.15% Reduce -8.0% 473,366 $101.0M
AQR Capital Management 0.15% Add +0.8% 460,102 $97.7M
TCTC Holdings, LLC 3.35% Reduce -0.1% 457,735 $97.7M
Corient Private Wealth LP 0.17% Reduce -3.2% 454,668 $97.0M
Principal Financial Group Inc. 0.06% Reduce -1.9% 452,268 $96.5M
Acadian Asset Management LLC 0.29% Add +23.5% 436,547 $93.1M
Empower Advisory Group, LLC 0.34% Reduce -0.7% 430,904 $91.9M
Bahl & Gaynor LLC 0.51% Add +1.3% 424,378 $90.5M
Natixis Advisors, LLC 0.19% Add +15.9% 417,914 $89.2M
State Board of Administration of Florida Retirement System 0.17% Reduce -13.3% 410,793 $87.6M
Natixis 0.55% Add +577.5% 409,055 $87.3M
Lord, Abbett & Co. LLC 0.29% No change 408,763 $87.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +5.2% 400,319 $85.4M
Massachusetts Financial Services Co. 0.03% Reduce -2.7% 393,590 $84.0M
Manufacturers Life Insurance Company, The 0.08% Reduce -8.2% 391,040 $83.4M
FIL Ltd 0.08% Reduce -0.4% 387,837 $82.7M
Locust Wood Capital Advisers, LLC 3.00% Add +5.3% 380,886 $81.3M
D. E. Shaw & Co. 0.12% Reduce -27.8% 380,557 $81.2M
CANADA LIFE ASSURANCE Co 0.15% Add +25.0% 376,203 $80.3M
Citigroup Inc. 0.08% Add +27.2% 374,768 $80.0M
BNP Paribas Financial Markets 0.09% Reduce -10.8% 374,485 $79.9M
Millennium Management 0.07% Add +799.0% 373,296 $79.6M
Guggenheim Capital LLC 0.56% Add +4.3% 364,841 $77.8M
Franklin Resources Inc. 0.02% Add +8.6% 363,512 $77.6M
Baird Financial Group, Inc. 0.16% Reduce -7.8% 358,447 $76.5M
Danske Bank A/S 0.28% Add +10.7% 358,063 $76.4M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -4.8% 357,543 $76.3M
Rathbones Group PLC 0.41% Add +4.8% 355,443 $75.8M
Wellington Management Group LLP 0.01% Add +23.7% 349,768 $74.6M
Abn Amro Investment Solutions 1.34% Reduce -13.5% 345,251 $73.7M
Kornitzer Capital Management Inc. 1.39% Reduce -0.4% 341,755 $72.9M
Investment Management Corp of Ontario 1.90% Add +0.7% 328,854 $70.2M
Russell Investments Group, Ltd. 0.11% Add +1.7% 323,741 $69.1M
Man Group plc 0.18% Add +414.3% 303,933 $64.8M
New York State Teachers Retirement System 0.14% Reduce -5.2% 303,888 $64.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Add +3.7% 301,524 $64.3M
National Bank of Canada 0.10% Add +4.3% 301,967 $63.2M
Employees Retirement System of Texas 0.69% Add +5.1% 292,153 $62.3M
First Trust Advisors LP 0.06% Reduce -12.1% 289,675 $61.8M
Commonwealth Equity Services, LLC 0.10% Add +3.4% 287,575 $61.4M
Raymond James Financial Services Advisors, Inc. 0.09% Add +2.3% 283,637 $60.5M
Squarepoint Ops LLC 0.23% Add +148.8% 279,648 $59.7M
Bartlett & Co. Wealth Management LLC 0.90% Reduce -2.2% 277,716 $59.2M
Allspring Global Investments Holdings, LLC 0.09% Reduce -22.2% 270,320 $57.7M
HighTower Advisors, LLC 0.09% Reduce -1.2% 264,806 $56.4M
Compagnie Lombard Odier SCmA 0.95% Add +6.7% 264,482 $56.4M
Commerce Bank 0.36% Add +0.4% 262,722 $56.0M
King Luther Capital Management Corp. 0.25% Reduce -0.7% 261,513 $55.8M
Retirement Systems of Alabama 0.21% Reduce -4.1% 257,075 $54.8M
Berkshire Asset Management LLC 2.71% Add +4.7% 254,486 $54.3M
Janus Henderson Group PLC 0.03% Reduce -30.5% 252,195 $53.8M
Fifth Third Bancorp 0.20% Reduce -2.2% 250,924 $53.5M
Janney Montgomery Scott LLC 0.16% Reduce -0.5% 250,502 $53.4M
Ycg, LLC 4.32% Reduce -0.1% 248,471 $53.0M
Northwest & Ethical Investments L.P. 1.50% Reduce -4.5% 244,872 $52.2M
AXA S.A. 0.15% Add +0.3% 242,297 $51.7M
Covea Finance 2.36% Add +1.5% 241,155 $51.4M
Capital Fund Management S.A. 0.58% Reduce -11.2% 237,401 $50.6M
ING Groep NV 0.29% Reduce -3.1% 232,153 $49.5M
Gateway Investment Advisers LLC 0.56% Reduce -0.6% 231,680 $49.4M
US Bancorp \de 0.07% Reduce -1.1% 230,054 $49.1M
Sabal Trust CO 2.91% Reduce -3.4% 228,876 $48.8M
Credit Agricole S A 0.30% Add +56.9% 226,429 $48.3M
Sei Investments Co. 0.07% Add +20.1% 225,389 $48.1M
Cibc World Market Inc. 0.12% Add +5.3% 223,722 $47.7M
Treasurer of the State of North Carolina 0.20% Add +17.2% 222,407 $47.4M
Ami Asset Management Corp. 2.52% Reduce -25.0% 218,629 $46.6M
Park National Corp. 1.72% Add +2.8% 218,349 $46.6M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +39.5% 217,492 $46.4M
Kimelman & Baird, LLC 3.83% — 217,384 $46.4M
M&T Bank Corp 0.16% Reduce -0.1% 215,130 $45.9M
State of Wisconsin Investment Board 0.12% Reduce -8.6% 214,762 $45.8M
Gabelli Funds LLC 0.35% Reduce -2.7% 210,100 $44.8M
KBC Group NV 0.14% Add +11.9% 209,503 $44.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.27% Add +25.4% 207,916 $44.4M
Robeco Institutional Asset Management B.V. 0.09% Add +68.1% 205,174 $43.8M
TD Asset Management Inc 0.04% Add +23.3% 204,780 $43.7M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -1.9% 200,098 $42.7M
KCM Investment Advisors LLC 1.52% Add +0.4% 197,860 $42.2M
Asset Management One Co., Ltd. 0.16% Reduce -7.4% 196,519 $41.9M
Cerity Partners LLC 0.11% Add +6.9% 194,096 $41.4M
Public Employees Retirement System of Ohio 0.16% Reduce -6.1% 189,381 $40.4M
Handelsbanken Fonder AB 0.17% Add +0.5% 184,109 $39.3M
Railway Pension Investments Ltd 0.47% No change 183,276 $39.1M
Victory Capital Management Inc. 0.04% Reduce -17.4% 182,740 $39.0M
Toronto Dominion Bank 0.06% Reduce -13.7% 181,959 $38.8M
Prio Wealth Limited Partnership 1.16% Reduce -5.7% 181,827 $38.8M
Moody LYNN Lieberson & Walker, LLC 2.53% Add +0.1% 181,439 $38.7M
Osaic Holdings, Inc. 0.09% Reduce -31.1% 177,972 $38.0M
Savant Capital, LLC 0.38% Add +1.1% 176,744 $37.7M
STRS Ohio 0.15% Add +0.0% 176,021 $37.6M
Martingale Asset Management L P 0.81% Reduce -8.0% 175,814 $37.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.56% No change 173,193 $36.9M
Resona Asset Management Co.,Ltd. 0.22% Reduce -9.0% 172,324 $36.8M
W1M Asset Management Ltd 3.09% Reduce -22.1% 171,260 $36.5M
Stock Yards Bank & Trust Co. 1.19% Reduce -0.0% 169,077 $36.1M
Rockefeller Capital Management L.P. 0.10% Add +65.0% 168,977 $36.0M
Westwood Holdings Group Inc. 0.30% Reduce -1.4% 167,881 $35.8M
Cetera Investment Advisers 0.08% Reduce -3.2% 166,917 $35.6M
Stephens Inc. 0.54% Reduce -0.8% 165,819 $35.4M
Teacher Retirement System of Texas 0.20% Add +28.0% 164,502 $35.1M
Calamos Advisors LLC 0.25% Reduce -4.3% 164,258 $35.0M
Peapack Gladstone Financial Corp. 0.54% Reduce -1.5% 163,950 $35.0M
Renaissance Group LLC 1.36% Add +5148.7% 163,496 $34.9M
Royal London Asset Management Ltd. 0.09% Add +1.7% 163,180 $34.8M
GAMCO Investors 0.37% Reduce -8.3% 161,020 $34.4M
Mn Services Vermogensbeheer B.V. 0.25% Reduce -1.6% 160,300 $34.2M
Truist Financial Corp. 0.05% Reduce -14.9% 159,712 $34.1M
Focus Partners Wealth 0.11% Reduce -0.8% 157,805 $33.7M
Sequoia Financial Advisors, LLC 0.39% Add +118.9% 150,440 $32.1M
Stack Financial Management, Inc 2.96% Reduce -0.0% 149,856 $32.0M
Capital Advisors Inc. 0.66% Add +2.0% 149,358 $31.9M
Systematic Alpha Investments, LLC 1.21% No change 149,216 $31.8M
State of New Jersey Common Pension Fund D 0.14% Reduce -35.4% 148,043 $31.6M
Vontobel Holding Ltd. 0.10% Reduce -5.0% 147,105 $31.4M
Banco Santander, S.A. 0.38% Add +108.3% 144,374 $30.8M
Quintet Private Bank (Europe) S.A. 1.76% Add +45.7% 126,048 $30.4M
Jane Street Group, LLC 0.03% Add +64.3% 140,632 $30.0M
Pittenger & Anderson Inc. 1.22% Add +0.0% 139,582 $29.8M
Worldquant Millennium Advisors LLC 0.27% Add +2078.2% 139,470 $29.8M
Two Sigma Advisers, LP 0.07% Add +1361.0% 138,800 $29.6M
Clark Capital Management Group, Inc. 0.22% Reduce -21.9% 137,945 $29.4M
Destination Wealth Management 0.97% Reduce -3.6% 137,505 $29.3M
Daiichi Life Insurance Co., Ltd. 0.71% Reduce -6.0% 136,031 $29.0M
Creative Planning 0.03% Reduce -4.6% 134,058 $28.6M
Investment House LLC 1.61% Add +0.6% 132,677 $28.3M
State of Tennessee, Department of Treasury 0.10% Reduce -3.1% 128,979 $27.5M
Reynders McVeigh Capital Management, LLC 1.56% Reduce -1.0% 128,945 $27.5M
Chilton Capital Management LLC 1.23% Reduce -1.7% 128,649 $27.4M
Mediolanum International Funds Ltd 0.45% Reduce -32.4% 137,159 $27.2M
Baldwin Wealth Partners LLC 2.12% Reduce -4.4% 127,352 $27.2M
Voya Investment Management LLC 0.03% Reduce -3.3% 125,459 $26.8M
Liberty One Investment Management, LLC 3.02% Reduce -8.0% 125,409 $26.8M
B. Metzler seel. Sohn & Co. AG 0.26% Add +1.6% 124,808 $26.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.30% — 124,096 $26.5M
Nomura Asset Management Co. Ltd. 0.09% Add +1.2% 123,664 $26.4M
USS Investment Management Ltd 0.21% Add +25.7% 123,467 $26.3M
Bank Pictet & Cie (Europe) AG 0.63% Add +7.7% 121,572 $25.9M
Foster Dykema Cabot & Partners, LLC 2.31% Add +1.5% 121,039 $25.8M
Blue Chip Partners, LLC 2.37% Add +3.6% 120,427 $25.7M
Oppenheimer & Co. Inc. 0.41% Reduce -0.5% 120,371 $25.7M
Partners Group Holding AG 1.92% Reduce -0.2% 119,592 $25.5M
Mackenzie Financial Corp. 0.04% Reduce -13.9% 119,342 $25.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +106.0% 118,794 $25.3M
Ninety One North America, Inc. 1.28% Add +72.2% 118,543 $25.3M
Northeast Investment Management 1.18% Add +10.1% 117,672 $25.1M
MetLife Investment Management, LLC 0.15% Add +14.6% 116,597 $24.9M
Arizona State Retirement System 0.17% Add +0.7% 116,425 $24.8M
Captrust Financial Advisors 0.08% Add +0.6% 115,725 $24.7M
Bank of Nova Scotia 0.05% Reduce -37.0% 114,583 $24.4M
Unigestion Holding SA 1.34% Reduce -27.4% 135,959 $24.4M
Avantax Advisory Services, Inc. 0.17% Add +20.6% 114,123 $24.3M
Corebridge Financial, Inc. 0.13% — 112,151 $23.9M
Macquarie Group Ltd. 0.03% Add +31.5% 111,454 $23.8M
Cwm, LLC 0.11% Reduce -6.5% 111,364 $23.8M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.6% 110,525 $23.6M
Comerica Bank 0.10% Add +2.4% 108,270 $23.1M
Weatherly Asset Management L. P. 2.10% Reduce -1.5% 107,359 $22.9M
Tocqueville Asset Management L.P. 0.37% Reduce -0.1% 106,347 $22.7M
DNB Asset Management AS 0.11% Add +47.3% 105,463 $22.5M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +1.0% 105,328 $22.5M
O'shaughnessy Asset Management, LLC 0.23% Add +3.0% 105,208 $22.4M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +4.4% 104,311 $22.3M
Quilter Plc 0.50% Reduce -0.6% 104,006 $22.2M
Andra AP-fonden 0.37% Add +53.5% 101,900 $21.7M
Commerzbank Aktiengesellschaft 0.71% Add +6.8% 100,546 $21.4M
State of Michigan Retirement System 0.11% Reduce -0.4% 99,988 $21.3M
Trillium Asset Management, LLC 0.52% Reduce -22.3% 97,396 $20.8M
Schonfeld Strategic Advisors LLC 0.16% Add +1991.0% 94,640 $20.2M
Galvin, Gaustad & Stein, LLC 1.90% Reduce -19.5% 94,508 $20.2M
Financial Counselors Inc. 0.32% Add +1.7% 94,395 $20.1M
Deroy & Devereaux Private Investment Counsel Inc. 1.24% Reduce -0.1% 93,916 $20.0M
Sapient Capital LLC 0.42% Add +0.1% 93,685 $20.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 93,639 $20.0M
Susquehanna International Group, LLP 0.04% Reduce -26.9% 92,809 $19.8M
Marshall Wace, LLP 0.03% Reduce -9.9% 91,940 $19.6M
Kestra Advisory Services, LLC 0.11% Add +37.6% 91,861 $19.6M
Xponance LLC 0.20% Add +3.1% 90,118 $19.2M
Westchester Capital Management, Inc. 4.85% Reduce -1.7% 90,047 $19.2M
TD Waterhouse Canada Inc. 0.17% Reduce -4.6% 91,508 $19.2M
Forsta Ap-Fonden 0.17% Reduce -10.2% 88,500 $18.9M
Synovus Financial Corp. 0.25% Reduce -0.3% 88,148 $18.8M
Cresset Asset Management, LLC 0.08% Add +6.6% 87,597 $18.7M
Clearstead Advisors, LLC 0.32% Add +1505.1% 87,091 $18.6M
IFM Investors Pty Ltd 0.19% Add +1.7% 86,049 $18.4M
Dakota Wealth Management 0.43% Add +1.7% 85,687 $18.3M
Baker Chad R 3.81% Reduce -0.1% 85,530 $18.2M
Bailard, Inc. 0.50% Reduce -5.4% 85,504 $18.2M
Guardian Capital LP 0.69% Reduce -0.5% 85,455 $18.2M
Varma Mutual Pension Insurance Co 0.15% Reduce -12.8% 85,359 $18.2M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -81.6% 86,710 $18.1M
CIBC Asset Management Inc 0.06% Reduce -2.8% 84,894 $18.1M
Chesley Taft & Associates LLC 0.89% Add +0.1% 83,406 $17.8M
Amalgamated Bank 0.15% Reduce -1.3% 80,919 $17.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -0.4% 80,169 $17.1M
Townsend & Associates, Inc 1.90% Add +1.4% 86,834 $17.1M
Nissay Asset Management Corp. /Japan 0.11% Add +2.0% 79,104 $16.9M
Nisa Investment Advisors, LLC 0.11% Add +0.2% 79,096 $16.9M
Edge Wealth Management LLC 3.52% Reduce -2.5% 78,319 $16.7M
CIBC Private Wealth Group LLC 0.03% Add +0.8% 78,782 $16.6M
Epoch Investment Partners, Inc. 0.08% Reduce -2.2% 77,538 $16.5M
F/m Investments LLC 0.60% New 77,501 $16.5M
Erste Asset Management GmbH 0.22% Reduce -32.5% 77,561 $16.5M
United Bank 2.04% Reduce -8.2% 77,228 $16.5M
Orion Porfolio Solutions, LLC 0.17% Reduce -3.3% 75,496 $16.1M
Orion Portfolio Solutions, LLC 0.17% Reduce -3.3% 75,496 $16.1M
Quantinno Capital Management LP 0.29% Add +5.3% 74,473 $15.9M
Sanctuary Advisors, LLC 0.12% — 75,284 $15.8M
Nixon Peabody Trust Co. 1.40% Reduce -0.2% 73,871 $15.8M
Private Advisor Group, LLC 0.11% Add +17.8% 73,802 $15.7M
Farmers & Merchants Investments Inc. 0.52% Reduce -0.2% 73,707 $15.7M
Intech Investment Management LLC 0.19% Add +3.5% 72,559 $15.5M
Chartwell Investment Partners, LLC 0.53% Add +34.7% 71,481 $15.2M
MML Investors Services, LLC 0.06% Reduce -2.9% 71,296 $15.2M
D.A. Davidson & Co. 0.13% Add +0.5% 70,963 $15.1M
TCV Trust & Wealth Management, Inc. 1.44% Reduce -1.6% 70,814 $15.1M
Daiwa Securities Group Inc. 0.08% Reduce -9.9% 70,716 $15.1M
Pinnacle Associates Ltd. 0.23% Reduce -0.3% 69,961 $14.9M
Pinebridge Investments, L.P. 0.12% Add +5131.9% 69,951 $14.9M
LSV Asset Management 0.03% No change 69,700 $14.9M
Czech National Bank 0.17% Add +7.8% 69,552 $14.8M
Clarkston Capital Partners, LLC 0.28% Add +2.8% 68,664 $14.6M
Atwater Malick LLC 5.04% Add +0.8% 68,526 $14.6M
Associated Banc-Corp 0.45% Reduce -2.3% 68,443 $14.6M
Canada Pension Plan Investment Board 0.01% Reduce -21.9% 68,063 $14.5M
American Century Companies Inc. 0.01% Add +24.2% 67,624 $14.4M
First Personal Financial Services 3.25% Add +0.7% 67,274 $14.4M
Crossmark Global Holdings, Inc. 0.28% Add +93.0% 67,023 $14.3M
Jamison Private Wealth Management, Inc. 2.35% Reduce -2.8% 66,338 $14.2M
Utah Retirement Systems 0.17% Reduce -6.2% 66,128 $14.1M
Zimmer Partners, LP 0.26% New 65,000 $13.9M
Mirova 2.51% Add +0.9% 64,421 $13.7M
iA Global Asset Management Inc. 0.26% Add +3189.4% 63,716 $13.6M
Brown Advisory Inc. 0.02% Reduce -1.4% 63,124 $13.5M
West Coast Financial LLC 1.58% Reduce -1.6% 62,460 $13.3M
Perpetual Ltd 0.14% Add +3.6% 62,232 $13.3M
United Asset Strategies, Inc. 1.30% Add +1.5% 61,804 $13.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.49% Add +16.7% 60,864 $13.0M
Tompkins Financial Corp. 1.35% Reduce -0.8% 60,578 $12.9M
First Fiduciary Investment Counsel, Inc. 2.79% Add +0.3% 60,262 $12.9M
MAI Capital Management 0.13% Add +9.9% 60,106 $12.8M
Blair William & Co. 0.04% Add +2.2% 60,003 $12.8M
MainStreet Investment Advisors LLC 1.55% Reduce -4.7% 59,307 $12.7M
Moors & Cabot, Inc. 0.67% Add +0.6% 59,306 $12.7M
Calamos Wealth Management LLC 0.68% Add +2.3% 58,914 $12.6M
MassMutual Private Wealth & Trust, FSB 0.38% Add +0.1% 58,171 $12.4M
Pathstone Holdings, LLC 0.06% Reduce -23.7% 58,107 $12.4M
Waverly Advisors, LLC 0.24% Add +2592.9% 58,032 $12.4M
Colonial Trust Advisors 1.16% Reduce -0.1% 57,010 $12.2M
Federation des caisses Desjardins du Quebec 0.07% Add +14.4% 56,978 $12.2M
Van Eck Associates Corp. 0.02% Add +9.1% 56,906 $12.1M
HFR Wealth Management, LLC 3.09% Reduce -1.4% 56,901 $12.1M
Yousif Capital Management, LLC 0.14% Reduce -1.6% 56,638 $12.1M
Generate Investment Management Ltd 0.88% Add +32.2% 56,514 $12.1M
New York Life Investment Management LLC 0.12% Add +0.7% 56,436 $12.0M
Wealthfront Advisers LLC 0.04% Add +0.3% 56,033 $12.0M
Public Employees Retirement Association of Colorado 0.05% Reduce -3.2% 55,898 $11.9M
TLW Wealth Management, LLC 7.40% Reduce -1.8% 55,667 $11.9M
Mercer Global Advisors Inc. 0.03% Add +9.4% 55,212 $11.8M
Kingdon Capital Management, L.L.C. 1.81% New 55,000 $11.7M
Thematics Asset Management 0.48% Add +5.4% 54,848 $11.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +1.5% 54,728 $11.7M
Sit Investment Associates Inc. 0.27% Reduce -3.5% 54,602 $11.6M
Duff & Phelps Investment Management Co. 0.15% Reduce -16.9% 54,590 $11.6M
Knights of Columbus Asset Advisors LLC 0.76% Add +1.0% 54,584 $11.6M
Vestcor Inc 0.39% No change 54,478 $11.6M
Caisse de depot et placement du Quebec 0.03% Reduce -94.3% 54,284 $11.6M
Motco 0.68% Add +0.8% 54,024 $11.5M
WASHINGTON TRUST Co 0.42% Reduce -2.3% 53,599 $11.4M
Envestnet Portfolio Solutions, Inc. 0.04% Add +1.7% 53,367 $11.4M
First Horizon Advisors, Inc. 0.35% Reduce -3.7% 53,228 $11.4M
Bard Financial Services, Inc. 1.17% Reduce -0.6% 53,160 $11.3M
Hemenway Trust Co LLC 0.97% Reduce -8.6% 52,906 $11.3M
Ecofi Investissements SA 6.23% — 57,100 $11.2M
Punch & Associates Investment Management, Inc. 0.66% Add +0.3% 52,090 $11.1M
Carmignac Gestion 0.19% Reduce -11.6% 51,904 $11.1M
Avalon Trust Co 0.87% Reduce -25.3% 51,766 $11.0M
J. Safra Sarasin Holding AG 0.20% — 51,452 $11.0M
ProShare Advisors LLC 0.03% Add +9.8% 51,214 $10.9M
Raymond James Trust N.A. 0.26% Reduce -2.6% 51,124 $10.9M
Atria Wealth Solutions, Inc. 0.12% Add +0.1% 50,457 $10.8M
Independent Advisor Alliance 0.37% Reduce -9.0% 50,281 $10.7M
State of Alaska, Department of Revenue 0.12% Reduce -23.6% 50,221 $10.7M
Jackson Square Partners, LLC 0.65% Reduce -9.8% 50,133 $10.7M
BLB&B Advisors, LLC 0.59% Reduce -4.5% 50,117 $10.7M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +35.4% 49,933 $10.7M
Cibc World Markets Corp. 0.07% Add +18.2% 49,057 $10.5M
Thrivent Financial for Lutherans 0.02% Add +6.0% 49,025 $10.5M
CI Investments Inc. 0.04% Reduce -19.8% 48,813 $10.4M
City Holding Co. 1.53% Add +1.7% 48,539 $10.4M
TSP Capital Management Group, LLC 3.22% Reduce -0.5% 48,200 $10.3M
Federated Hermes, Inc. 0.02% Add +0.9% 47,596 $10.2M
Fulcrum Capital LLC 2.30% Add +1.0% 47,382 $10.1M
SG Americas Securities, LLC 0.06% Reduce -15.9% 47,049 $10.0M
Hayek Kallen Investment Management 3.74% Reduce -1.0% 47,010 $10.0M
Carnegie Investment Counsel 0.31% Reduce -1.0% 46,907 $10.0M
Buck Wealth Strategies, LLC 2.95% Add +7.8% 46,890 $10.0M
Sigma Planning Corp 0.32% Reduce -1.6% 46,877 $10.0M
Mutual of America Capital Management LLC 0.11% Reduce -4.2% 46,048 $9.8M
TCW Group Inc. 0.09% Add +2.1% 45,602 $9.7M
Miramar Capital, LLC 2.40% Reduce -0.3% 45,026 $9.6M
Tredje AP-fonden 0.09% Reduce -4.0% 45,000 $9.6M
Burns J W & Co. Inc. 1.29% Reduce -1.3% 44,884 $9.6M
GLOBALT Investments LLC / GA 0.38% Reduce -1.4% 44,446 $9.5M
Douglass Winthrop Advisors, LLC 0.19% Reduce -2.3% 44,408 $9.5M
Prudential PLC 0.07% Add +3.8% 44,385 $9.5M
HighPoint Advisor Group LLC 0.56% Add +0.2% 46,942 $9.4M
Alaska Permanent Fund Corp 0.14% Add +89.1% 46,109 $9.3M
McKinley Carter Wealth Services, Inc. 0.59% Add +0.5% 43,774 $9.3M
NewEdge Advisors, LLC 0.07% Add +11.4% 43,413 $9.3M
First National Trust Co 0.38% Reduce -22.4% 42,899 $9.2M
Vanguard Personalized Indexing Management, LLC 0.17% Add +5.7% 42,837 $9.1M
Advisors Preferred, LLC 1.56% New 43,097 $9.0M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -72.8% 42,195 $9.0M
Pacer Advisors, Inc. 0.02% Reduce -6.8% 41,925 $8.9M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Reduce -2.6% 41,889 $8.9M
HB Wealth Management, LLC 0.10% Add +2.9% 41,594 $8.9M
Purus Wealth Management, LLC 3.84% Add +4.9% 40,763 $8.7M
Huntington National Bank 0.09% Add +0.2% 40,633 $8.7M
Inlet Private Wealth, LLC 2.35% No change 40,181 $8.6M
Palmer Knight Co 4.09% Reduce -0.4% 40,100 $8.6M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 40,000 $8.5M
Banque Cantonale Vaudoise 0.34% Add +64.7% 39,777 $8.5M
Sandy Spring Bank 0.36% Reduce -1.9% 38,192 $8.1M
Hamilton Point Investment Advisors, LLC 1.58% Add +0.8% 38,143 $8.1M
Tidal Investments LLC 0.11% Reduce -3.6% 37,709 $8.0M
AE Wealth Management LLC 0.08% Add +39.5% 37,151 $7.9M
Hartford Financial Management Inc. 1.65% Reduce -0.1% 36,086 $7.7M
Achmea Investment Management B.V. 0.14% Add +77.1% 35,608 $7.6M
Strategic Advisors LLC 1.45% Reduce -11.7% 34,999 $7.5M
Journey Advisory Group, LLC 0.89% Add +2.7% 34,801 $7.4M
Wealth Advisors of Tampa Bay, LLC 3.43% Reduce -0.3% 34,449 $7.3M
Elo Mutual Pension Insurance Co 0.17% Reduce -6.5% 34,391 $7.3M
Sand Hill Global Advisors, LLC 0.33% Reduce -40.7% 33,649 $7.2M
Steward Partners Investment Advisory, LLC 0.08% Add +0.1% 33,630 $7.2M
Gulf International Bank (UK) Ltd 0.18% No change 33,590 $7.2M
DLK Investment Management, LLC 2.95% Add +0.3% 33,400 $7.1M
SVB Wealth LLC 0.18% Reduce -4.3% 33,227 $7.1M
Leavell Investment Management, Inc. 0.39% Add +0.2% 33,177 $7.1M
Meiji Yasuda Asset Management Co Ltd. 0.29% Add +0.2% 33,172 $7.1M
Schnieders Capital Management LLC 1.43% Reduce -1.7% 32,904 $7.0M
Northeast Financial Consultants Inc 0.32% No change 32,804 $7.0M
Vestor Capital, LLC 0.56% Reduce -4.5% 32,787 $7.0M
HRT Financial LP 0.04% New 32,726 $7.0M
Zacks Investment Management 0.08% Add +2267.3% 32,550 $6.9M
Quantitative Investment Management, LLC 0.76% New 32,519 $6.9M
Glenmede Trust Co. NA 0.04% Add +1.2% 32,504 $6.9M
Sumitomo Life Insurance Co. 0.16% Add +18.0% 35,362 $6.9M
WoodTrust Financial Corp 1.07% Reduce -0.4% 32,295 $6.9M
Sitrin Capital Management LLC 3.65% Add +0.3% 32,226 $6.9M
CIC Wealth, LLC 1.89% Reduce -0.7% 32,116 $6.9M
DAVENPORT & Co LLC 0.04% Add +2.4% 32,086 $6.8M
Swiss Life Asset Management Ltd 0.08% Add +4.1% 32,030 $6.8M
Walleye Trading LLC 0.13% Reduce -21.7% 31,973 $6.8M
Hantz Financial Services, Inc. 0.13% Reduce -5.6% 31,782 $6.8M
Jump Financial, LLC 0.14% Add +43.3% 31,690 $6.8M
Sienna Gestion 0.60% New 31,703 $6.8M
RBA Wealth Management, LLC 2.70% Add +0.0% 31,638 $6.7M
Asset Advisors Investment Management, LLC 0.73% Add +3.6% 31,584 $6.7M
Rafferty Asset Management, LLC 0.02% Add +3.1% 31,440 $6.7M
Oregon Public Employees Retirement Fund 0.13% Add +0.1% 31,336 $6.7M
Maryland State Retirement & Pension System 0.12% Reduce -2.1% 31,254 $6.7M
UMB Bank, n.a. 0.11% Reduce -0.5% 31,191 $6.7M
Marietta Wealth Management, LLC 1.03% Add +25.9% 31,094 $6.6M
Palumbo Wealth Management LLC 2.80% Reduce -4.3% 31,029 $6.6M
Walleye Capital LLC 0.08% Reduce -49.9% 31,028 $6.6M
Anchor Investment Management, LLC 0.68% Reduce -0.2% 30,875 $6.6M
Ellsworth Advisors, LLC 1.84% Add +2.1% 30,863 $6.6M
Formuepleje A/S 0.36% Reduce -66.6% 30,826 $6.6M
First Citizens Bank & Trust Co. 0.12% Add +2.8% 30,818 $6.6M
Shelton Capital Management 0.18% Add +1319.2% 30,768 $6.6M
LVM Capital Management Ltd. 0.74% No change 30,590 $6.5M
Windward Capital Management Co. 0.55% Reduce -2.8% 30,512 $6.5M
Beacon Pointe Advisors, LLC 0.08% Reduce -14.2% 30,272 $6.5M
Ascent Wealth Partners, LLC 0.94% Reduce -1.4% 30,210 $6.4M
Trust Co. of Vermont 0.35% Add +0.5% 30,111 $6.4M
Haverford Trust Co 0.07% Reduce -4.4% 29,885 $6.4M
Williams Jones Wealth Management, LLC. 0.08% Add +174.1% 29,658 $6.3M
Advisors Asset Management, Inc. 0.12% Add +28.9% 29,652 $6.3M
1832 Asset Management L.P. 0.01% Add +40.0% 29,584 $6.3M
Keybank National Association 0.03% Add +14.1% 29,480 $6.3M
Cornerstone Advisors, LLC 0.25% Reduce -0.7% 29,400 $6.3M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -2.9% 29,399 $6.3M
Salem Investment Counselors Inc. 0.20% Add +1.9% 29,333 $6.3M
Exencial Wealth Advisors, LLC 0.24% Reduce -7.9% 29,317 $6.3M
Arjuna Capital 1.67% Add +92.3% 29,089 $6.2M
NorthCoast Asset Management LLC 0.05% Add +2.8% 28,957 $6.2M
Colonial Trust Co / SC 1.09% Add +3.4% 28,921 $6.2M
MBB Public Markets I LLC 0.13% Add +1798.6% 28,897 $6.2M
Bank Pictet & Cie (asia) Ltd. 2.06% Add +37.4% 28,850 $6.2M
Strategic Wealth Investment Group, LLC 0.77% — 29,259 $6.1M
Beacon Financial Group 0.70% Reduce -3.7% 28,641 $6.1M
Donaldson Capital Management, LLC 0.26% Add +2.9% 28,572 $6.1M
Red Door Wealth Management, LLC 1.07% Add +7.1% 28,469 $6.1M
Core Alternative Capital 1.21% Reduce -48.8% 28,447 $6.1M
QRG Capital Management, Inc. 0.07% Add +1.8% 28,377 $6.1M
Chilton Investment Co. Inc. 0.17% Add +0.2% 28,186 $6.0M
Mizuho Securities USA LLC 0.13% New 28,137 $6.0M
CFO4Life Group, LLC 1.12% Reduce -1.7% 28,033 $6.0M
Atria Investments, Inc 0.08% Add +30.0% 27,988 $6.0M
Brookstone Capital Management 0.10% Reduce -3.2% 26,658 $6.0M
Trinity Legacy Partners, LLC 1.69% Add +1.8% 27,868 $5.9M
Kestra Private Wealth Services, LLC 0.12% Add +8.7% 27,824 $5.9M
Pinnacle Financial Partners Inc 0.13% Add +3.3% 27,594 $5.9M
Kentucky Retirement Systems 0.17% Reduce -1.2% 27,504 $5.9M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -22.2% 27,487 $5.9M
Bar Harbor Wealth Management 0.39% Add +4.1% 27,466 $5.9M
Campbell & CO Investment Adviser LLC 0.50% New 27,462 $5.9M
LS Investment Advisors, LLC 0.91% Add +0.8% 27,359 $5.8M
Miller Howard Investments Inc. 0.19% Reduce -33.9% 27,268 $5.8M
McKinley Capital Management LLC 1.01% Reduce -8.7% 27,005 $5.8M
Integrated Wealth Concepts LLC 0.08% Add +0.5% 26,883 $5.7M
Tudor Investment Corporation 0.06% Add +252.0% 26,755 $5.7M
Sandhill Capital Partners LLC 0.43% Reduce -2.2% 26,540 $5.7M
Principle Wealth Partners LLC 0.43% Reduce -1.6% 26,384 $5.6M
Glen Eagle Advisors, LLC 1.03% Reduce -1.1% 26,354 $5.6M
Hall Laurie J Trustee 1.96% Reduce -0.2% 26,335 $5.6M
Bowen Hanes & Co. Inc. 0.16% Reduce -0.1% 26,311 $5.6M
Bradley Foster & Sargent Inc. 0.10% Reduce -0.5% 26,273 $5.6M
CENTRAL TRUST Co 0.13% Add +1.7% 25,719 $5.5M
Concurrent Investment Advisors, LLC 0.18% Add +68.1% 25,438 $5.4M
Bokf, NA 0.10% Reduce -18.8% 25,309 $5.4M
Ofi Invest Asset Management 0.14% Reduce -43.7% 26,992 $5.4M
Townsquare Capital LLC 0.07% Reduce -6.8% 25,147 $5.4M
Garrison Asset Management, LLC 2.82% Reduce -1.1% 25,087 $5.4M
Regal Investment Advisors LLC 0.35% Add +1.7% 25,024 $5.3M
NTV Asset Management LLC 0.76% Add +1.3% 24,929 $5.3M
PGGM Investments 0.07% Add +58.8% 24,567 $5.2M
Royal Fund Management, LLC 0.70% Reduce -5.5% 24,091 $5.2M
Westhampton Capital, LLC 2.82% Add +2.3% 24,420 $5.2M
Polar Asset Management Partners Inc. 0.20% Add +120.9% 24,300 $5.2M
First National Bank of Omaha 0.34% Add +18.7% 24,232 $5.2M
Benjamin F. Edwards & Company, Inc. 0.09% Add +1.9% 24,208 $5.2M
Lombard Odier Asset Management (Switzerland) SA 0.52% Reduce -20.9% 24,078 $5.1M
McDonough Capital Management, Inc 3.73% Add +3.3% 24,013 $5.1M
Stanley-Laman Group, Ltd. 0.68% Add +4.6% 23,927 $5.1M
Institutional & Family Asset Management, LLC 0.78% Reduce -3.7% 23,719 $5.1M
Global Retirement Partners, LLC 0.16% Add +2.7% 23,719 $5.1M
Hartford Investment Management Co. 0.17% Reduce -1.3% 23,402 $5.0M
Mitchell Capital Management Co. 0.87% Add +2.5% 23,078 $4.9M
Siemens Fonds Invest GmbH 0.36% Add +0.4% 22,608 $4.8M
Alps Advisors Inc. 0.03% Reduce -1.4% 22,577 $4.8M
Advisory Services Network, LLC 0.10% Add +2.0% 22,461 $4.8M
Moran Wealth Management, LLC 0.16% Reduce -0.4% 22,251 $4.7M
Patrick Mauro Investment Advisor, INC. 2.74% Reduce -0.4% 22,136 $4.7M
Harbour Investment Management LLC 2.18% Add +0.4% 22,101 $4.7M
Rockline Wealth Management, LLC 1.45% Add +1.1% 22,057 $4.7M
Chapman Investment Management, LLC 3.57% Reduce -4.9% 21,995 $4.7M
Faithward Advisors, LLC 0.85% Add +0.5% 21,959 $4.7M
Great Diamond Partners, LLC 1.10% Reduce -1.1% 21,854 $4.7M
Procyon Advisors, LLC 0.35% Add +24.3% 21,849 $4.7M
Trust Co. of Toledo NA 0.67% Add +18.5% 21,656 $4.6M
Hall Capital Management Co. Inc. 2.19% Reduce -1.0% 21,575 $4.6M
Evergreen Private Wealth LLC 2.27% Add +0.9% 21,553 $4.6M
Telos Capital Management, Inc. 0.51% Reduce -0.8% 21,543 $4.6M
Amica Mutual Insurance Co. 0.46% No change 21,510 $4.6M
Pinkerton Wealth, LLC 0.70% Add +6.3% 21,372 $4.6M
Romano Brothers and Company 0.63% Add +0.1% 21,258 $4.5M
Prime Capital Investment Advisors, LLC 0.07% Reduce -6.7% 21,121 $4.5M
Conning Inc. 0.17% Add +816.1% 21,088 $4.5M
Meeder Asset Management Inc. 0.31% Add +249.9% 21,060 $4.5M
Coastline Trust Co 0.53% Add +1.1% 21,057 $4.5M
Belpointe Asset Management LLC 0.31% Reduce -0.1% 21,002 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -2.8% 20,986 $4.5M
Sowell Financial Services LLC 0.21% Add +1.3% 20,884 $4.5M
Ieq Capital, LLC 0.06% Add +8.0% 20,854 $4.4M
Mission Creek Capital Partners, Inc. 1.11% Add +15.7% 20,681 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -3.3% 20,600 $4.4M
Wealthcare Advisory Partners LLC 0.14% Add +9.1% 20,547 $4.4M
Lakeside Advisors, INC. 2.80% Reduce -3.7% 20,181 $4.3M
Simplicity Wealth,LLC 0.10% Add +0.9% 20,107 $4.3M
UniSuper Management Pty Ltd 0.04% Add +102.0% 20,091 $4.3M
First National Bank of Mount Dora, Trust Investment Services 1.03% Reduce -5.7% 20,083 $4.3M
Lido Advisors, LLC 0.04% Add +33.1% 20,030 $4.3M
Opus Investment Management Inc. 2.76% No change 20,000 $4.3M
Community Financial Services Group, LLC 0.92% Add +4.6% 19,923 $4.3M
Composition Wealth, LLC 0.10% Add +3.8% 19,913 $4.2M
Jacobi Capital Management LLC 0.37% Add +4.6% 19,871 $4.2M
Apollon Wealth Management, LLC 0.13% Reduce -0.7% 19,852 $4.2M
Dynamic Advisor Solutions LLC 0.13% Add +5.3% 19,808 $4.2M
NBW Capital LLC 0.83% Add +4.2% 19,770 $4.2M
EagleClaw Capital Managment, LLC 0.76% No change 19,671 $4.2M
Wambolt & Associates, LLC 1.22% Add +1.1% 20,030 $4.2M
Ethic Inc. 0.10% Add +7.8% 19,635 $4.2M
Ingalls & Snyder LLC 0.18% Reduce -1.7% 19,611 $4.2M
Clearstead Trust, LLC 1.04% Add +0.9% 19,534 $4.2M
Tiaa Trust, National Association 0.01% Reduce -1.3% 19,421 $4.1M
Baker Avenue Asset Management, LP 0.14% Reduce -4.0% 19,411 $4.1M
Panagora Asset Management Inc. 0.02% Reduce -0.6% 19,328 $4.1M
Signet Investment Advisory Group, Inc. 2.21% Add +1.4% 19,297 $4.1M
Advisors Management Group Inc. 1.03% Reduce -0.2% 19,248 $4.1M
Axiom Advisory, LLC 0.04% New 19,510 $4.1M
First National Advisers, LLC 0.74% Reduce -0.4% 18,933 $4.0M
Becker Capital Management Inc. 0.14% Add +8.1% 18,816 $4.0M
Richard Bernstein Advisors LLC 0.09% No change 18,786 $4.0M
Summit Global Investments 0.29% Add +1826.1% 18,760 $4.0M
Ritholtz Wealth Management 0.13% Add +0.5% 18,704 $4.0M
Great Lakes Advisors, LLC 0.04% Add +86.3% 18,536 $4.0M
New Mexico Educational Retirement Board 0.14% No change 18,466 $3.9M
Snowden Capital Advisors LLC 0.12% Reduce -18.9% 18,437 $3.9M
River Wealth Advisors LLC 0.56% Add +7.0% 18,429 $3.9M
Money Concepts Capital Corp. 0.33% Reduce -2.4% 18,401 $3.9M
Old Port Advisors 1.17% Add +0.2% 18,351 $3.9M
Strategy Asset Managers LLC 0.87% Reduce -10.5% 22,535 $3.9M
Providence Wealth Advisors, LLC 3.11% Add +0.9% 18,352 $3.9M
Illinois Municipal Retirement Fund 0.06% No change 18,266 $3.9M
Alkeme Wealth, LLC 1.86% Reduce -0.0% 18,254 $3.9M
Radnor Capital Management, LLC 1.18% No change 18,126 $3.9M
Tower Bridge Advisors 0.43% Reduce -3.6% 18,022 $3.8M
Occudo Quantitative Strategies LP 0.68% New 18,018 $3.8M
CX Institutional 0.18% Reduce -6.3% 18,008 $3.8M
Octavia Wealth Advisors, LLC 0.52% Add +2.3% 17,887 $3.8M
Bfsg, LLC 0.48% Reduce -1.9% 17,875 $3.8M
Webster Bank, N. A. 0.42% Add +0.4% 17,755 $3.8M
Boston Family Office LLC 0.27% Reduce -0.3% 17,637 $3.8M
RB Capital Management, LLC 1.00% Reduce -0.7% 17,527 $3.7M
Home Federal Bank of Tennessee 1.14% Reduce -0.0% 17,491 $3.7M
Brown Shipley& Co Ltd 1.67% Reduce -19.6% 17,365 $3.7M
E. Ohman J:or Asset Management AB 0.09% Add +4.9% 17,277 $3.7M
LGT Fund Management Co Ltd. 0.46% Add +16.5% 17,160 $3.7M
Motley Fool Asset Management LLC 0.24% Add +29.6% 17,388 $3.6M
Natixis Investment Managers International 0.27% Reduce -4.1% 17,050 $3.6M
Bridges Investment Management Inc. 0.06% Add +1163.4% 17,043 $3.6M
PICTET BANK & TRUST Ltd 3.70% No change 17,000 $3.6M
Choreo, LLC 0.06% Add +151.2% 17,257 $3.6M
Stratos Investment Management, LLC 0.30% Add +6.3% 16,931 $3.6M
Burke & Herbert Bank & Trust Co. 0.88% Add +592.0% 16,920 $3.6M
Brookfield Corp 0.02% Reduce -27.8% 16,790 $3.6M
Graphene Investments SAS 2.24% No change 16,700 $3.6M
Aull & Monroe Investment Management Corp 1.74% Reduce -4.3% 16,594 $3.5M
Greenland Capital Management LP 0.76% New 16,477 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -1.9% 16,472 $3.5M
Scott & Selber, Inc. 1.12% Add +1.6% 16,408 $3.5M
Liberty Wealth Management LLC 0.64% Reduce -3.9% 16,338 $3.5M
Norinchukin Bank, The 0.10% Reduce -5.9% 16,127 $3.4M
Keebeck Wealth Management 0.50% Add +0.3% 16,056 $3.4M
1ST Source Bank 0.20% Reduce -1.5% 16,048 $3.4M
Jefferies Financial Group Inc. 0.07% Reduce -34.4% 16,014 $3.4M
Stonegate Investment Group, LLC 0.10% Add +1.9% 16,012 $3.4M
Rakuten Investment Management, Inc. 0.02% Add +57.8% 16,044 $3.4M
Argent Trust Co 0.15% Reduce -2.2% 15,940 $3.4M
PKO Investment Management Joint-Stock Co 0.42% No change 15,912 $3.4M
Woodmont Investment Counsel LLC 0.27% Reduce -1.0% 15,759 $3.4M
Silphium Asset Management Ltd 1.61% Add +6.7% 15,753 $3.4M
Chicago Capital, LLC 0.10% Reduce -1.7% 15,665 $3.3M
Ferguson Wellman Capital Management, Inc. 0.07% Add +2.0% 15,609 $3.3M
Cary Street Partners Investment Advisory LLC 0.13% Add +13.5% 15,564 $3.3M
Ossiam 0.06% Add +1.2% 15,546 $3.3M
Compass Wealth Management LLC 0.81% Reduce -1.0% 15,306 $3.3M
North Star Investment Management Corp. 0.24% Reduce -0.3% 15,303 $3.3M
Forte Capital LLC 0.39% Reduce -1.7% 15,296 $3.3M
Accurate Wealth Management, LLC 0.78% Add +2.1% 15,100 $3.3M
SeaCrest Wealth Management, LLC 0.37% Reduce -3.0% 15,287 $3.3M
Ontario Teachers Pension Plan Board 0.03% Add +41.8% 15,204 $3.2M
Wesleyan Assurance Society 0.28% No change 15,091 $3.2M
Rowlandmiller & Partners.adv 0.70% Reduce -0.8% 15,088 $3.2M
Axxcess Wealth Management, LLC 0.09% Add +3.0% 14,820 $3.2M
Wedge Capital Management L L P 0.06% Reduce -52.8% 14,769 $3.2M
Midwest Professional Planners, LTD. 1.05% Reduce -0.1% 14,718 $3.1M
Toth Financial Advisory Corp. 0.40% Add +2.0% 14,691 $3.1M
Praxis Investment Management Inc. 0.22% No change 15,064 $3.1M
Mitchell & Pahl Private Wealth, LLC 1.65% Add +0.0% 14,633 $3.1M
Bleakley Financial Group, LLC 0.09% Add +0.4% 14,553 $3.1M
Pettee Investors, Inc. 1.50% Reduce -5.8% 14,553 $3.1M
Guardian Wealth Management, Inc. 2.37% Add +0.7% 14,548 $3.1M
First Trust Direct Indexing L.P. 0.19% Add +17.0% 14,465 $3.1M
Outfitters Financial LLC 2.57% Reduce -1.2% 14,462 $3.1M
East Coast Asset Management, LLC. 1.12% Reduce -1.2% 14,457 $3.1M
Allworth Financial LP 0.02% Reduce -9.0% 13,702 $3.1M
Beta Wealth Group, Inc. 1.44% Reduce -3.2% 14,225 $3.0M
United Capital Financial Advisors, LLC 0.03% Reduce -7.1% 14,177 $3.0M
Pathway Financial Advisers, LLC 1.08% Reduce -1.1% 14,241 $3.0M
Independent Financial Group, LLC 0.12% Add +35.2% 14,002 $3.0M
OMERS ADMINISTRATION Corp 0.03% New 13,981 $3.0M
Diversify Wealth Management, LLC 0.37% — 14,790 $3.0M
Family Legacy, Inc. 1.06% Reduce -1.2% 13,915 $3.0M
L & S Advisors Inc 0.38% Reduce -24.4% 13,911 $3.0M
Whittier Trust Co. 0.04% Add +1.1% 13,841 $3.0M
EP Wealth Advisors, LLC 0.03% Add +50.6% 13,766 $2.9M
Covenant Asset Management, LLC 0.66% Reduce -0.4% 13,726 $2.9M
Ameliora Wealth Management Ltd. 1.33% Add +994.7% 13,684 $2.9M
Coldstream Capital Management Inc. 0.07% Add +14.8% 13,572 $2.9M
Monograph Wealth Advisors, LLC 0.42% Reduce -9.5% 13,549 $2.9M
Obermeyer Wealth Partners 0.17% Reduce -1.0% 13,548 $2.9M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.6% 13,525 $2.9M
Raab & Moskowitz Asset Management LLC 0.78% Reduce -5.5% 13,442 $2.9M
G&S Capital LLC 1.24% Reduce -3.3% 13,253 $2.9M
Aquatic Capital Management LLC 0.11% Reduce -63.6% 13,400 $2.9M
Naples Global Advisors, LLC 0.29% Reduce -0.2% 13,364 $2.9M
Resources Management Corp. /CT/ 0.41% Add +33.9% 13,343 $2.8M
SpiderRock Advisors, LLC 0.07% Reduce -7.2% 13,294 $2.8M
Tower Research Capital LLC (TRC) 0.05% Add +49.0% 13,259 $2.8M
Ostrum Asset Management 0.25% Add +2.4% 13,215 $2.8M
Grandview Asset Management LLC 1.65% Reduce -1.3% 13,183 $2.8M
Rothschild Investment LLC 0.20% Add +30.3% 13,176 $2.8M
Groupama Asset Managment 0.04% Add +28.9% 13,168 $2.8M
Keeler Thomas Management LLC 0.95% Reduce -0.2% 13,125 $2.8M
NewEdge Wealth, LLC 0.06% Reduce -2.8% 13,015 $2.8M
Viking Fund Management LLC 0.50% No change 13,000 $2.8M
Transform Wealth, LLC 0.21% Reduce -0.5% 12,929 $2.8M
NEOS Investment Management LLC 0.11% Add +45.0% 12,836 $2.7M
KKM Financial LLC 1.29% Add +0.8% 12,942 $2.7M
Adapt Wealth Advisors, LLC 1.71% No change 12,763 $2.7M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -23.5% 12,743 $2.7M
Guyasuta Investment Advisors Inc. 0.20% No change 15,106 $2.7M
Waldron Private Wealth LLC 0.12% Reduce -0.2% 12,681 $2.7M
Aaron Wealth Advisors LLC 0.37% Add +3.8% 12,634 $2.7M
McIlrath & Eck, LLC 0.40% Add +2.6% 12,622 $2.7M
Empirical Finance, LLC 0.17% Reduce -7.3% 12,617 $2.7M
Metis Global Partners, LLC 0.09% Add +4.1% 12,554 $2.7M
Harbour Capital Advisors, LLC 0.63% Reduce -0.1% 12,763 $2.7M
Ashton Thomas Private Wealth, LLC 0.15% Add +1.0% 12,493 $2.7M
American State Bank (Iowa) 1.70% Add +0.6% 12,459 $2.7M
Horizon Investments, LLC 0.07% Add +0.8% 12,422 $2.7M
Baldwin Investment Management, LLC 0.36% Add +2.1% 12,391 $2.6M
Fiduciary Trust Co 0.04% Reduce -0.6% 12,387 $2.6M
Greenleaf Trust 0.03% Add +3.9% 12,379 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Reduce -0.1% 12,363 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +106.8% 12,355 $2.6M
Alpine Woods Capital Investors, LLC 0.41% Add +82.0% 12,355 $2.6M
Kingswood Wealth Advisors, LLC 0.24% Add +8.1% 12,251 $2.6M
Delta Asset Management LLC 0.24% Reduce -1.8% 12,195 $2.6M
Wolverine Trading, LLC 0.04% New 12,154 $2.6M
Argyle Capital Management, LLC 1.06% Reduce -14.8% 12,075 $2.6M
Equitable Holdings, Inc. 0.03% Add +13.8% 12,041 $2.6M
Hartline Investment Corp./ 0.34% Add +223.4% 12,023 $2.6M
Weaver Capital Management LLC 0.83% Reduce -3.2% 12,017 $2.6M
Wolverine Asset Management LLC 0.25% Add +500.0% 12,000 $2.6M
Norris Perne & French LLP 0.19% Reduce -5.2% 11,981 $2.6M
Vista Investment Partners LLC 0.86% New 11,979 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.12% Add +0.2% 11,954 $2.6M
First PREMIER Bank 0.68% No change 11,953 $2.5M
Koshinski Asset Management, Inc. 0.23% Reduce -7.9% 12,053 $2.5M
L. Roy Papp & Associates, LLP 0.31% No change 11,847 $2.5M
NorthCrest Asset Manangement, LLC 0.08% Add +0.6% 11,821 $2.5M
South Dakota Investment Council 0.05% Reduce -0.1% 11,805 $2.5M
Field & Main Bank 0.94% Add +1.1% 11,775 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -2.7% 11,772 $2.5M
Caldwell Trust Co 0.28% Add +90.1% 11,658 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.1% 11,616 $2.5M
IronBridge Private Wealth, LLC 0.91% Reduce -2.2% 11,440 $2.4M
Mechanics Bank Trust Department 0.35% Reduce -2.6% 11,429 $2.4M
Dohj, LLC 0.61% Reduce -0.7% 11,422 $2.4M
IAM Advisory, LLC 0.65% Add +0.1% 11,316 $2.4M
Aviso Financial Inc. 0.13% — 11,309 $2.4M
Kingsview Wealth Management, LLC 0.06% Add +3.9% 11,296 $2.4M
Hunter Associates Investment Management LLC 0.40% Reduce -0.4% 11,205 $2.4M
Robertson Stephens Wealth Management, LLC 0.12% Add +3.7% 11,123 $2.4M
&partners 0.10% Add +437.1% 11,129 $2.4M
Legacy Advisors, LLC 0.29% Add +6.7% 11,028 $2.4M
Insight Wealth Strategies, LLC 0.33% Add +1.6% 11,017 $2.4M
YHB Investment Advisors, Inc. 0.20% Reduce -4.9% 10,996 $2.3M
Ancora Advisors LLC 0.06% Add +1.6% 10,898 $2.3M
Adirondack Trust Co. 0.95% Reduce -0.4% 10,852 $2.3M
Sonora Investment Management Group, LLC 0.18% No change 10,815 $2.3M
Orser Capital Management, LLC 1.73% Add +0.0% 10,796 $2.3M
Focus Financial Network, Inc. 0.10% Reduce -0.0% 10,249 $2.3M
Aldebaran Financial Inc. 3.00% Add +2.1% 10,721 $2.3M
Nikulski Financial, Inc. 0.72% Add +4.9% 10,632 $2.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.59% Reduce -15.8% 10,625 $2.3M
Bison Wealth, LLC 0.36% No change 10,521 $2.2M
One Capital Management, LLC 0.08% Add +193.9% 10,511 $2.2M
United Community Bank 0.90% Reduce -5.6% 10,469 $2.2M
GFS Advisors, LLC 0.36% Reduce -96.7% 350 $2.2M
Aigen Investment Management, LP 0.43% Add +336.1% 10,418 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +4.6% 10,354 $2.2M
AlphaQuest LLC 0.30% Add +59.2% 10,350 $2.2M
Mitchell Sinkler & Starr 0.57% Add +13.7% 9,942 $2.2M
WT Wealth Management 0.75% Reduce -2.6% 10,340 $2.2M
Munro Partners 0.08% Reduce -64.3% 10,288 $2.2M
Ballentine Partners, LLC 0.04% Add +5.3% 10,231 $2.2M
Assenagon Asset Management S.A. 0.01% Reduce -51.2% 10,172 $2.2M
United Services Automobile Association 0.05% Reduce -6.9% 10,162 $2.2M
CGN Advisors LLC 0.25% Add +1.5% 10,100 $2.2M
Mutual Advisors, LLC 0.06% Reduce -0.3% 10,701 $2.1M
Castle Rock Wealth Management, LLC 0.53% Add +4.4% 10,216 $2.1M
BW Gestao de Investimentos Ltda. 0.28% New 10,000 $2.1M
TKG Advisors, LLC 1.15% Reduce -0.7% 9,918 $2.1M
Flagship Harbor Advisors, LLC 0.13% Reduce -0.3% 9,897 $2.1M
Mgo One Seven LLC 0.10% Add +5.9% 9,856 $2.1M
Garner Asset Management Corp 0.77% Add +1.8% 9,771 $2.1M
Girard Partners LTD. 0.20% Reduce -5.0% 9,763 $2.1M
Wedbush Securities Inc. 0.07% Add +5.4% 9,760 $2.1M
Accretive Wealth Partners, LLC 0.87% Add +0.1% 9,721 $2.1M
Hudson Canyon Capital Management 1.40% Reduce -11.6% 9,668 $2.1M
Tobam 0.32% Add +9.5% 9,660 $2.1M
Lederer & Associates Investment Counsel 1.49% Reduce -7.6% 9,625 $2.1M
Schulhoff & Co. Inc. 0.92% Add +1.5% 9,601 $2.0M
Canton Hathaway, LLC 0.56% No change 9,593 $2.0M
SYSTM Wealth Solutions LLC 0.46% Reduce -37.5% 9,577 $2.0M
Bell Bank 0.17% Reduce -40.3% 9,562 $2.0M
Blueshift Asset Management, LLC 0.68% Add +30.6% 9,555 $2.0M
Valeo Financial Advisors, LLC 0.06% Reduce -1.4% 9,551 $2.0M
Perbak Capital Partners LLP 0.60% New 9,539 $2.0M
Harbour Investments, Inc. 0.07% Add +0.9% 9,534 $2.0M
Parsons Capital Management Inc. 0.14% Reduce -0.9% 9,533 $2.0M
Patrick M Sweeney & Associates, Inc. 1.64% Reduce -0.7% 9,517 $2.0M
Azzad Asset Management Inc. 0.24% Add +0.2% 9,510 $2.0M
Focus Partners Advisor Solutions, LLC 0.05% Add +9.1% 9,383 $2.0M
Thoroughbred Financial Services, LLC 0.13% Add +50.9% 9,373 $2.0M
Columbia Asset Management 0.37% Add +0.1% 9,335 $2.0M
Confluence Wealth Services, Inc. 0.16% Add +2.2% 9,326 $2.0M
Vident Advisory, LLC 0.05% Add +33.3% 9,310 $2.0M
Great Valley Advisor Group, Inc. 0.06% Add +3.0% 9,308 $2.0M
Cohen Klingenstein LLC 0.07% No change 9,300 $2.0M
Little House Capital LLC 0.62% Add +0.4% 9,244 $2.0M
Public Sector Pension Investment Board 0.01% Add +167.1% 9,235 $2.0M
Godshalk Welsh Capital Management, Inc. 1.31% Reduce -0.3% 9,220 $2.0M
Wellington Shields & Co., LLC 0.64% Add +3.4% 9,219 $2.0M
Ameritas Advisory Services, LLC 0.07% Add +11.6% 9,198 $2.0M
HMS Capital Management, LLC 1.02% Add +1.4% 9,183 $2.0M
Van Hulzen Asset Management, LLC 0.13% Reduce -51.8% 9,118 $1.9M
SteelPeak Wealth, LLC 0.09% Add +149.4% 9,095 $1.9M
Aptus Capital Advisors, LLC 0.04% Add +6.1% 9,020 $1.9M
TD Private Client Wealth LLC 0.06% Reduce -4.8% 9,007 $1.9M
Trium Capital LLP 0.68% Add +62.9% 9,002 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +28.4% 8,997 $1.9M
Baader Bank Aktiengesellschaft 0.15% New 9,033 $1.9M
JGP Wealth Management, LLC 0.27% Reduce -4.0% 8,933 $1.9M
AlphaMark Advisors, LLC 0.66% Reduce -1.3% 8,897 $1.9M
Paragon Private Wealth Management, LLC 1.07% Add +2.3% 8,893 $1.9M
Corundum Group, Inc. 0.74% Add +58.3% 8,893 $1.9M
Legacy Financial Group LLC 0.37% Reduce -0.3% 8,852 $1.9M
Capital International, Inc. 0.03% Reduce -10.8% 8,829 $1.9M
Institute for Wealth Management, LLC. 0.25% Add +0.1% 8,814 $1.9M
Blodgett Wealth Advisors, LLC 1.60% No change 8,811 $1.9M
Karpas Strategies, LLC 0.59% Add +0.2% 8,804 $1.9M
IHT Wealth Management, LLC 0.07% Add +4.0% 8,804 $1.9M
Oak Asset Management, LLC 0.69% No change 8,802 $1.9M
Meridian Wealth Management, LLC 0.22% New 8,781 $1.9M
Aries Wealth Management 0.59% Add +0.6% 8,780 $1.9M
Roanoke Asset Management Corp./ NY 0.62% Reduce -0.1% 8,760 $1.9M
LGT Group Foundation 0.03% Add +1.4% 8,755 $1.9M
Verition Fund Management LLC 0.02% Reduce -60.4% 8,746 $1.9M
Armstrong Advisory Group, Inc. 0.16% Reduce -0.7% 8,728 $1.9M
Buckingham Capital Management, Inc. 0.22% Reduce -3.7% 8,708 $1.9M
Private Trust Co. NA 0.20% Add +0.8% 8,667 $1.8M
Capital Investment Advisors, LLC 0.04% Add +2.8% 8,657 $1.8M
LMCG Investments, LLC 0.11% Add +0.2% 8,655 $1.8M
Sound View Wealth Advisors Group, LLC 0.19% Add +1.1% 8,597 $1.8M
Diversify Advisory Services, LLC 0.10% Add +1.4% 8,707 $1.8M
Atom Investors LP 0.18% Add +229.7% 8,552 $1.8M
Garrison Point Advisors, LLC 1.20% No change 8,545 $1.8M
Essex LLC 0.41% Reduce -1.7% 8,495 $1.8M
Aspen Investment Management Inc 0.89% Add +1.1% 8,389 $1.8M
Parallel Advisors, LLC 0.05% Reduce -3.1% 8,357 $1.8M
Quadrant Capital Group LLC 0.13% Add +6.2% 8,351 $1.8M
Signaturefd, LLC 0.04% Add +0.5% 8,328 $1.8M
Arrow Financial Corp 0.17% No change 8,299 $1.8M
LMG Wealth Partners, LLC 0.44% Add +2.5% 8,280 $1.8M
Oxbow Advisors, LLC 0.21% No change 8,275 $1.8M
Cim Investment Management Inc. 0.54% Reduce -0.7% 8,269 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +4.5% 8,266 $1.8M
Nvwm, LLC 0.47% Reduce -1.9% 8,259 $1.8M
Bank of New Hampshire 0.46% Add +1.9% 8,257 $1.8M
Solidarity Wealth, LLC 0.53% Add +126.2% 8,239 $1.8M
O'Brien Greene & Co. Inc 0.56% Add +0.3% 8,224 $1.8M
Citizens Financial Group Inc. 0.04% Reduce -0.7% 8,160 $1.7M
Powers Advisory Group, LLC 0.95% Add +0.6% 8,149 $1.7M
Buckingham Strategic Wealth, LLC 0.02% Reduce -7.5% 8,131 $1.7M
Griffin Asset Management, Inc. 0.20% Reduce -0.7% 8,067 $1.7M
Frank, Rimerman Advisors LLC 0.12% Add +53520.0% 8,043 $1.7M
Comprehensive Financial Consultants Institutional, Inc. 0.67% Add +2.3% 8,042 $1.7M
Prospera Financial Services Inc 0.05% Add +3.7% 8,002 $1.7M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -44.7% 7,926 $1.7M
Boston Financial Mangement LLC 0.05% Reduce -0.6% 7,914 $1.7M
Central Pacific Bank - Trust Division 0.21% Reduce -17.7% 7,893 $1.7M
Engineers Gate Manager LP 0.04% Add +43.8% 7,860 $1.7M
MBM Wealth Consultants, LLC 0.57% Add +2.7% 7,954 $1.7M
Merit Financial Group, LLC 0.04% Add +5.3% 7,825 $1.7M
Graham Capital Management, L.P. 0.10% Add +224.9% 7,798 $1.7M
Allianz SE 0.05% Add +67.7% 7,714 $1.6M
USA Financial Formulas 0.27% Add +209.0% 7,712 $1.6M
Sustainable Insight Capital Management, LLC 0.82% Reduce -12.2% 7,700 $1.6M
Ascent Group, LLC 0.13% Reduce -0.5% 7,674 $1.6M
Independence Bank of Kentucky 0.43% Add +5.7% 7,617 $1.6M
RMR Wealth Builders 0.19% Add +11.6% 7,615 $1.6M
Ironwood Investment Counsel, LLC 0.29% Add +1.1% 7,609 $1.6M
Fisher Asset Management 0.00% Add +15.3% 7,601 $1.6M
AdvisorNet Financial, Inc 0.15% Add +5.1% 7,564 $1.6M
McRae Capital Management Inc. 0.37% Reduce -7.4% 7,535 $1.6M
Mystic Asset Management, Inc. 0.65% No change 7,500 $1.6M
WBH Advisory Inc. 0.16% Reduce -3.5% 7,465 $1.6M
Nations Financial Group Inc, /Ia/ 0.13% Add +3.4% 7,426 $1.6M
First Manhattan Co. Llc. 0.01% Add +2.4% 7,422 $1.6M
Level Four Advisory Services, LLC 0.07% Reduce -9.8% 7,421 $1.6M
Luts & Greenleigh Group, Inc. 1.63% — 7,353 $1.6M
Aviance Capital Partners, LLC 0.22% Add +0.2% 7,316 $1.6M
Boston Trust Walden Corp 0.01% Add +0.4% 7,279 $1.6M
West Family Investments, Inc. 0.46% Reduce -0.6% 7,266 $1.6M
Chicago Partners Investment Group LLC 0.06% Reduce -1.4% 7,708 $1.6M
Sage Investment Advisers LLC 1.74% Reduce -1.0% 7,223 $1.5M
Fayez Sarofim & Co 0.00% Reduce -5.9% 7,187 $1.5M
Caprock Group, LLC 0.06% Add +124.5% 7,180 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -13.4% 7,163 $1.5M
United Capital Management of KS, Inc. 0.34% Reduce -1.8% 7,159 $1.5M
Jennison Associates LLC 0.00% Add +134.1% 7,122 $1.5M
Quantbot Technologies LP 0.07% New 7,108 $1.5M
Evercore Wealth Management, LLC 0.02% No change 7,105 $1.5M
Spire Wealth Management 0.05% Reduce -22.2% 7,091 $1.5M
PFG Investments, LLC 0.11% Add +4.3% 7,084 $1.5M
Kathmere Capital Management, LLC 0.16% Add +23.9% 7,083 $1.5M
Northwest Bancshares, Inc. 0.26% Reduce -0.2% 7,053 $1.5M
Empowered Funds, LLC 0.03% Add +2.8% 7,051 $1.5M
Sterling Investment Management, LLC 1.14% Reduce -8.4% 7,014 $1.5M
FRG Family Wealth Advisors LLC 0.29% No change 7,332 $1.5M
Kirtland Hills Capital Management, LLC 1.24% Add +0.2% 6,963 $1.5M
Prairie Sky Financial Group LLC 0.92% Reduce -6.7% 6,962 $1.5M
Meeder Advisory Services, Inc. 0.10% Add +41.2% 6,950 $1.5M
Stevens Capital Management LP 0.50% Add +37.9% 6,945 $1.5M
J.W. Cole Advisors, Inc. 0.07% Add +48.2% 6,931 $1.5M
Legacy Bridge, LLC 0.86% Add +0.2% 6,834 $1.5M
Unique Wealth, LLC 0.38% Add +0.1% 6,822 $1.5M
Dorsey & Whitney Trust CO LLC 0.10% Add +0.6% 6,819 $1.5M
Counterweight Ventures, LLC 1.10% Reduce -1.0% 6,817 $1.5M
Welch Group, LLC 0.07% Add +16.5% 6,788 $1.4M
Stiles Financial Services Inc 0.55% Reduce -2.2% 6,761 $1.4M
U.S. Capital Wealth Advisors, LLC 0.06% Add +0.1% 6,741 $1.4M
Checchi Capital Advisers, LLC 0.11% Add +0.4% 6,725 $1.4M
Cannell & Spears LLC 0.03% Add +32.7% 6,700 $1.4M
Jaffetilchin Investment Partners, LLC 0.12% Reduce -3.4% 6,676 $1.4M
Sheaff Brock Investment Advisors, LLC 0.13% Add +0.1% 6,671 $1.4M
Baker Ellis Asset Management LLC 0.21% Reduce -0.6% 6,664 $1.4M
Strategic Wealth Partners, Ltd. 0.15% Reduce -1.9% 6,657 $1.4M
Leonteq Securities AG 0.20% Reduce -11.7% 6,649 $1.4M
Western Wealth Management, LLC 0.10% Add +0.8% 6,628 $1.4M
Gryphon Financial Partners LLC 0.21% Add +10.2% 6,609 $1.4M
Clare Market Investments LLC 0.39% Add +1.0% 6,523 $1.4M
Catalyst Capital Advisors LLC 0.03% Add +0.1% 6,504 $1.4M
Graypoint LLC 0.10% No change 6,503 $1.4M
Versor Investments LP 0.26% New 6,502 $1.4M
Correct Capital Wealth Management 0.32% Add +20.0% 6,499 $1.4M
Arkadios Wealth Advisors 0.09% Add +3.8% 6,482 $1.4M
Concourse Financial Group Securities, Inc. 0.09% Reduce -2.5% 6,448 $1.4M
VeraBank, N.A. 0.43% No change 6,429 $1.4M
BayBridge Capital Group, LLC 1.07% Reduce -1.8% 6,425 $1.4M
Rogco, LP 0.56% Add +0.7% 6,415 $1.4M
McDaniel Terry & Co. 0.12% Reduce -1.5% 6,409 $1.4M
Equitable Trust Co. 0.09% Add +7.1% 6,407 $1.4M
Brighton Jones LLC 0.04% Add +0.9% 6,384 $1.4M
Birch Hill Investment Advisors LLC 0.07% No change 6,381 $1.4M
GPS Wealth Strategies Group, LLC 0.20% Reduce -2.0% 6,313 $1.3M
Commonwealth Retirement Investments LLC 0.62% Reduce -7.0% 6,311 $1.3M
Dynasty Wealth Management, LLC 0.04% Add +3.3% 6,290 $1.3M
Two Sigma Securities, LLC 0.06% New 6,285 $1.3M
Founders Financial Securities LLC 0.13% Add +4.2% 6,276 $1.3M
OneAscent Financial Services LLC 0.19% Add +39.5% 6,269 $1.3M
Boyar Asset Management Inc. 0.92% Reduce -1.6% 6,261 $1.3M
IVC Wealth Advisors LLC 0.74% Add +0.0% 6,244 $1.3M
Summit Trail Advisors, LLC 0.03% Add +11.3% 6,229 $1.3M
Secured Retirement Advisors, LLC 1.03% Add +9.7% 6,221 $1.3M
NorthRock Partners, LLC 0.05% Add +5.2% 6,213 $1.3M
Old National Bancorp 0.03% Add +6.7% 6,203 $1.3M
Veracity Capital LLC 0.55% Reduce -0.5% 6,198 $1.3M
Wealthspire Advisors, LLC 0.02% Add +11.3% 6,174 $1.3M
Compound Planning, Inc. 0.10% Add +31.9% 6,160 $1.3M
Wedgewood Investors Inc. 1.56% — 6,150 $1.3M
Morningstar Investment Management LLC 0.14% No change 6,138 $1.3M
New England Research & Management, Inc. 0.63% Reduce -3.5% 6,128 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.76% Add +0.0% 6,096 $1.3M
Westover Capital Advisors, LLC 0.33% Reduce -0.2% 6,044 $1.3M
Fca Corp. 0.41% Add +2.7% 6,011 $1.3M
Venture Visionary Partners LLC 0.06% Reduce -0.3% 5,968 $1.3M
AlphaCore Capital LLC 0.31% Add +66.9% 5,966 $1.3M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -0.0% 5,965 $1.3M
SOL Capital Management CO 0.15% Add +8.9% 5,935 $1.3M
Welch & Forbes LLC 0.02% Add +6.4% 6,008 $1.3M
Profund Advisors LLC 0.05% Reduce -1.8% 5,898 $1.3M
Cobblestone Capital Advisors LLC 0.08% No change 5,888 $1.3M
Capital Planning LLC 0.37% No change 5,800 $1.2M
Pekin Hardy Strauss, Inc. 0.17% No change 5,777 $1.2M
Clear Creek Financial Management, LLC 0.15% Add +7.3% 5,763 $1.2M
Detalus Advisors, LLC 0.42% Add +3.5% 5,746 $1.2M
Mainstay Capital Management LLC 0.21% Add +7.1% 5,732 $1.2M
Mengis Capital Management, Inc. 0.25% Reduce -17.7% 5,730 $1.2M
First Pacific Financial 0.31% Add +3.0% 5,727 $1.2M
MTM Investment Management, LLC 0.50% No change 5,723 $1.2M
Rehmann Capital Advisory Group 0.09% Reduce -0.0% 5,711 $1.2M
Titleist Asset Management, LLC 0.18% Add +4.5% 5,688 $1.2M
Addison Capital Co 0.52% Add +16.1% 5,661 $1.2M
Strategic Blueprint, LLC 0.08% Reduce -2.4% 5,651 $1.2M
Red Cedar Investment Management, LLC 0.16% Add +128.8% 5,642 $1.2M
Y-Intercept (Hong Kong) Ltd 0.07% New 5,624 $1.2M
HBK Sorce Advisory LLC 0.04% Add +2.4% 5,618 $1.2M
FAS Wealth Partners, Inc. 0.10% Reduce -2.3% 5,592 $1.2M
IFP Advisors, Inc 0.05% Add +24.4% 5,586 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +21.6% 5,556 $1.2M
HHM Wealth Advisors, LLC 0.18% No change 5,555 $1.2M
RDA Financial Network 0.39% Add +0.8% 5,535 $1.2M
Quadcap Wealth Management, LLC 0.21% Reduce -2.4% 5,533 $1.2M
Piscataqua Savings Bank 1.05% Reduce -0.2% 5,533 $1.2M
Segment Wealth Management, LLC 0.09% Add +0.2% 5,528 $1.2M
Benjamin Edwards Inc. 0.23% Reduce -4.3% 5,517 $1.2M
Choate Investment Advisors 0.03% Add +3.6% 5,493 $1.2M
GeoWealth Management, LLC 0.05% Add +9.7% 5,488 $1.2M
Tandem Capital Management Corp. 0.64% No change 5,561 $1.2M
Trexquant Investment LP 0.02% Reduce -84.8% 5,432 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.76% Reduce -0.9% 5,403 $1.2M
GAMMA Investing LLC 0.16% Add +33.5% 5,400 $1.2M
Laffer Tengler Investments, Inc. 0.30% Add +11630.4% 5,396 $1.2M
Monument Capital Management 0.34% Reduce -1.0% 5,396 $1.2M
Hilltop Holdings Inc. 0.13% Reduce -0.9% 5,352 $1.1M
MQS Management LLC 0.69% New 5,327 $1.1M
High Net Worth Advisory Group LLC 0.34% Reduce -1.9% 5,287 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -97.2% 5,286 $1.1M
Nomura Holdings Inc. 0.01% Add +80.6% 5,284 $1.1M
WR Wealth Planners, LLC 0.34% Add +3.9% 5,277 $1.1M
Essex Financial Services, Inc. 0.08% Add +6.3% 5,465 $1.1M
Franklin Street Advisors Inc. 0.08% Reduce -7.7% 5,266 $1.1M
WealthTrust Axiom LLC 0.37% No change 5,258 $1.1M
Valmark Advisers, Inc. 0.02% Reduce -0.0% 5,218 $1.1M
SouthState Bank Corp 0.08% Reduce -2.3% 5,205 $1.1M
Wedmont Private Capital 0.07% Add +5.9% 5,186 $1.1M
Moneta Group Investment Advisors LLC 0.02% Add +2.0% 5,190 $1.1M
Fidelis Capital Partners, LLC 0.16% Reduce -6.3% 5,357 $1.1M
Edge Capital Group, LLC 0.05% No change 5,126 $1.1M
L.M. Kohn & Company 0.29% Reduce -6.5% 5,089 $1.1M
Heritage Wealth Management, Inc. 0.36% — 5,162 $1.1M
Advisory Alpha, LLC 0.04% Add +7.6% 5,065 $1.1M
Zions Bancorporation, N.A. 0.09% Reduce -36.1% 5,044 $1.1M
Okabena Investment Services Inc. 0.34% No change 5,028 $1.1M
Fulton Bank, N.A. 0.04% Reduce -0.4% 5,028 $1.1M
Diversified Trust Co. 0.03% Add +17.4% 5,015 $1.1M
BOK Financial Private Wealth, Inc. 0.08% No change 5,012 $1.1M
Barbara Oil Co. 0.47% No change 5,000 $1.1M
Bienville Capital Management, LLC 0.26% No change 5,000 $1.1M
Alta Capital Management LLC/ 0.07% No change 5,000 $1.1M
PrairieView Partners, LLC 0.12% New 5,000 $1.1M
Qtron Investments LLC 0.15% Add +23.3% 4,989 $1.1M
Pegasus Partners Ltd. 0.11% Reduce -35.9% 4,970 $1.1M
Tempus Wealth Planning, LLC 0.44% No change 4,964 $1.1M
Brevan Howard Capital Management LP 0.07% Add +117.3% 4,956 $1.1M
XML Financial, LLC 0.11% Add +3.5% 4,935 $1.1M
Mainsail Financial Group, LLC 0.61% Add +2.6% 4,849 $1.0M
Quotient Wealth Partners, LLC 0.04% Add +65.9% 4,835 $1.0M
BNP Paribas 0.05% No change 4,824 $1.0M
Transcend Capital Advisors, LLC 0.07% Add +20.5% 4,806 $1.0M
Lavaca Capital LLC 0.55% Add +0.2% 4,748 $1.0M
LBP Am SA 0.04% New 4,747 $1.0M
Threadgill Financial, LLC 0.47% Reduce -3.6% 4,734 $1.0M
Fifth Third Wealth Advisors LLC 0.08% Add +226.3% 4,732 $1.0M
Allen Mooney & Barnes Investment Advisors LLC 0.18% Add +11.8% 4,711 $1.0M
MRP Capital Investments, LLC 0.94% Reduce -7.7% 4,690 $1.0M
Summit Financial, LLC 0.05% Add +83.7% 4,682 $999K
Mesirow Financial Investment Management, Inc. 0.02% Add +15.6% 4,655 $994K
Park Avenue Securities LLC 0.01% Add +3.4% 4,629 $988K
Country Club Bank 0.07% No change 4,631 $985K
Wesbanco Bank Inc. 0.04% Add +7.3% 4,613 $984K
Payden & Rygel Investment Group 0.08% No change 4,600 $981K
Payden & Rygel 0.08% No change 4,600 $981K
RFG Advisory, LLC 0.03% Reduce -4.2% 4,591 $980K
Olde Wealth Management, LLC 0.37% New 4,590 $979K
HM Payson & Co. 0.02% Reduce -2.0% 4,579 $977K
Symphony Financial, Ltd. Co. 0.18% Add +0.2% 4,598 $976K
NCP Inc. 0.62% Add +2.2% 4,571 $975K
GW Henssler & Associates Ltd. 0.06% Add +2.4% 4,570 $975K
RW Investment Management LLC 0.13% Reduce -0.3% 4,552 $971K
J. W. Coons Advisors, LLC 0.18% No change 4,550 $971K
Moneco Advisors, LLC 0.14% Add +7.1% 4,513 $963K
V-Square Quantitative Management LLC 0.16% Reduce -53.4% 4,512 $963K
First Trust Investment Solutions L.P. 0.14% Reduce -10.8% 4,507 $962K
MWA Asset Management 0.68% Reduce -1.4% 4,484 $957K
Advisor OS, LLC 0.10% Add +28.5% 4,467 $953K
Twin Capital Management Inc. 0.11% No change 4,435 $946K
Avantax Planning Partners, Inc. 0.03% Reduce -21.6% 4,417 $942K
Capital Investment Counsel, LLC 0.18% No change 4,384 $935K
Exchange Traded Concepts, LLC 0.02% Add +37.9% 4,384 $935K
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +0.4% 4,358 $930K
Ceeto Capital Group, LLC 0.36% Add +29.8% 4,351 $928K
Bank of Nova Scotia Trust Co. 0.10% Reduce -8.8% 4,330 $924K
MIdWestOne Financial Group, Inc. 0.17% Reduce -4.8% 4,329 $923K
Werlinich Asset Management, LLC 0.57% No change 4,335 $922K
Smith Salley Wealth Management 0.07% Add +2.1% 4,308 $919K
First Merchants Corp. 0.04% Reduce -7.1% 4,291 $915K
Householder Group Estate & Retirement Specialist, LLC 0.26% Add +8.8% 4,279 $912K
Mayflower Financial Advisors, LLC 0.15% No change 4,273 $912K
MMBG Investment Advisors Co. 0.10% No change 4,260 $909K
Cypress Asset Management Inc. 0.23% No change 4,256 $908K
IMS Capital Management 0.42% Add +0.1% 4,345 $904K
McDonald Partners LLC 0.24% No change 4,214 $899K
Dempze Nancy E 0.62% Reduce -4.0% 4,212 $899K
American National Bank & Trust 0.11% Add +1.3% 4,208 $898K
Silvercrest Asset Management Group LLC 0.01% No change 4,208 $898K
Logan Capital Management Inc. 0.04% Reduce -1.8% 4,174 $890K
Bank Ozk 0.38% Add +10.9% 4,150 $885K
Integrated Advisors Network LLC 0.05% Reduce -1.1% 4,142 $884K
Kennedy Investment Group, Inc. 0.45% Add +0.2% 4,141 $884K
Cigna Investments Inc. 0.16% Reduce -3.8% 4,123 $880K
Douglas Lane & Associates, LLC 0.01% Reduce -3.1% 4,120 $879K
Regatta Capital Group, LLC 0.19% No change 4,116 $878K
Rwa Wealth Partners, LLC 0.01% Add +4.6% 4,109 $877K
First National Bank of Hutchinson 0.56% Add +4.2% 4,105 $876K
Aberdeen Wealth Management LLC 0.59% No change 4,085 $871K
Harbour Trust & Investment Management Co 0.10% Add +0.2% 4,084 $871K
Wulff, Hansen & Co. 0.86% Reduce -3.9% 4,069 $868K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.33% Reduce -0.5% 4,049 $864K
Realta Investment Advisors 0.17% Add +3.0% 4,044 $863K
Smith, Moore & Co. 0.09% Add +14.2% 4,028 $859K
Busey Bank 0.03% Reduce -0.0% 4,027 $859K
Beaumont Financial Advisors, LLC 0.07% Add +1.1% 4,025 $859K
Advisors Capital Management, LLC 0.01% Add +1.3% 4,015 $857K
Bluesphere Advisors LLC 0.43% No change 3,977 $848K
Founders Financial Alliance, LLC 0.25% Reduce -1.2% 3,977 $848K
Lanark Financial, Inc. 0.08% Add +0.9% 3,964 $845K
Financial Advocates Investment Management 0.05% Add +2.8% 3,945 $842K
Florida Trust Wealth Management Co 0.03% Reduce -3.0% 3,944 $841K
HUB Investment Partners, LLC 0.04% Add +3.2% 3,929 $838K
Community Bank, N.A. 0.11% Reduce -0.9% 3,927 $838K
Syon Capital LLC 0.08% Add +1.3% 3,921 $837K
HF Advisory Group, LLC 0.43% Reduce -3.8% 3,914 $835K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.1% 3,902 $833K
Tradewinds, LLC. 0.25% Reduce -2.9% 3,875 $827K
Notis-McConarty Edward 0.32% No change 3,875 $827K
Dumont & Blake Investment Advisors LLC 0.12% Add +100.0% 3,862 $824K
Ipswich Investment Management Co., Inc. 0.19% No change 3,850 $821K
Arete Wealth Advisors, LLC 0.07% New 3,833 $818K
Montecito Bank & Trust 0.17% Reduce -6.6% 3,831 $817K
Seamount Financial Group Inc. 0.66% No change 3,820 $815K
Mill Creek Capital Advisors, LLC 0.02% Reduce -0.8% 3,787 $808K
Kintegral Advisory, LLC 0.08% New 3,750 $800K
NCM Capital Management, LLC 0.42% No change 3,737 $797K
Lake Street Advisors Group, LLC 0.04% Add +5.7% 3,724 $794K
Johnson Financial Group, Inc. 0.04% Add +40.5% 3,720 $794K
KWB Wealth 0.11% Reduce -1.8% 3,709 $791K
WINTON GROUP Ltd 0.05% Reduce -82.9% 3,695 $788K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -1.0% 3,681 $785K
Nwam LLC 0.23% Add +7.8% 3,680 $785K
Avidian Wealth Enterprises, LLC 0.04% Add +3.5% 3,673 $784K
MCF Advisors LLC 0.06% Add +2.2% 3,650 $779K
Linscomb Wealth, Inc. 0.04% Reduce -1.0% 3,645 $778K
Hyman Charles D 0.04% No change 3,641 $777K
Maxi Investments CY Ltd 0.17% No change 3,636 $776K
Geo Capital Gestora de Recursos Ltd 0.77% Reduce -60.4% 3,633 $775K
Richwood Investment Advisors, LLC 0.68% Reduce -0.7% 3,613 $771K
Baker Tilly Wealth Management, LLC 0.31% Reduce -66.7% 3,608 $770K
CHICAGO TRUST Co NA 0.16% Add +17.9% 3,589 $766K
Cassia Capital Partners, LLC 0.50% Add +3.8% 3,588 $765K
Smartleaf Asset Management LLC 0.13% Add +23.3% 3,599 $765K
Oakworth Capital, Inc. 0.06% Reduce -0.0% 3,561 $760K
King Wealth Management Group 0.13% Add +0.8% 3,559 $759K
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -0.3% 3,556 $759K
Caldwell Sutter Capital, Inc. 0.38% Reduce -2.2% 3,548 $757K
STAR Financial Bank 0.58% Reduce -19.9% 3,547 $757K
FORA Capital, LLC 0.09% New 3,542 $756K
Blue Trust, Inc. 0.01% Add +19.3% 3,536 $754K
Gladstone Institutional Advisory LLC 0.04% Add +0.4% 3,524 $752K
nVerses Capital, LLC 0.45% New 3,500 $747K
Principal Securities, Inc. 0.02% Reduce -5.7% 3,492 $745K
Farther Finance Advisors, LLC 0.04% Add +28.2% 3,554 $744K
Bill Few Associates, Inc. 0.28% No change 3,476 $742K
Westpac Banking Corp. 0.06% No change 3,462 $739K
Beacon Bank & Trust 0.19% Reduce -5.9% 3,456 $737K
First Foundation Advisors 0.03% Reduce -1.6% 3,449 $736K
NBT Bank, N.A. 0.05% Reduce -11.7% 3,427 $731K
Northeast Financial Group, Inc. 0.31% Reduce -4.6% 3,425 $731K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 3,418 $729K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.30% Reduce -69.7% 3,411 $728K
Americana Partners, LLC 0.06% Reduce -12.3% 3,376 $720K
Shepherd Financial Partners LLC 0.09% No change 3,370 $719K
Evergreen Capital Management LLC 0.03% Add +7.5% 3,366 $718K
Pine Valley Investments Ltd Liability Co 0.05% No change 3,353 $715K
Kades & Cheifetz LLC 0.45% Add +0.3% 3,351 $715K
Inspirion Wealth Advisors, LLC 0.11% Reduce -24.0% 3,345 $714K
Alliance Wealth Advisors, LLC 0.45% No change 3,325 $709K
Dopkins Wealth Management, LLC 0.43% Add +3.0% 3,315 $707K
Milestone Asset Management, LLC 0.18% Add +75.8% 3,315 $707K
Mosaic Family Wealth Partners, LLC 0.11% Add +0.2% 3,294 $703K
Madison Asset Management, LLC 0.01% No change 3,275 $699K
Seneca House Advisors 0.30% Reduce -7.2% 3,272 $698K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +0.1% 3,262 $696K
Calydon Capital 0.12% Reduce -11.5% 3,254 $694K
Spinnaker Trust 0.04% No change 3,254 $694K
Cozad Asset Management Inc. 0.07% No change 3,253 $694K
Midland Wealth Advisors, LLC 0.04% Reduce -5.8% 3,249 $693K
Walter & Keenan Wealth Management LLC /in/ 0.22% No change 3,245 $692K
Good Life Advisors, LLC 0.06% Add +3.2% 3,243 $692K
First Hawaiian Bank 0.02% Reduce -50.4% 3,242 $692K
Thomasville National Bank 0.06% Reduce -0.3% 3,240 $691K
SL Advisors, LLC 1.36% Reduce -4.2% 3,222 $687K
Orleans Capital Management Corp. 0.44% No change 3,217 $686K
Mitchell McLeod Pugh & Williams Inc. 0.16% No change 3,207 $684K
Verus Capital Partners, LLC 0.07% Reduce -6.3% 3,204 $683K
Magnus Financial Group LLC 0.08% Add +12.4% 3,186 $680K
Eldridge Investment Advisors, Inc. 0.17% Add +0.2% 3,177 $678K
HTLF Bank 0.08% Reduce -2.9% 3,178 $678K
Avestar Capital, LLC 0.07% Add +104.2% 3,178 $678K
Legacy Capital Group California, Inc. 0.24% Add +1.0% 3,177 $678K
Insigneo Advisory Services, LLC 0.08% Add +13.2% 3,361 $677K
Symmetry Partners, LLC 0.03% Reduce -20.3% 3,170 $676K
Vest Financial, LLC 0.02% Add +31.6% 3,157 $674K
Howe & Rusling Inc. 0.06% Add +39.2% 3,144 $671K
Cornerstone Wealth Management, LLC 0.05% Reduce -0.4% 3,139 $670K
Pitcairn Co. 0.04% Add +12.2% 3,137 $669K
Verdence Capital Advisors LLC 0.06% Add +0.5% 3,132 $668K
Peoples Financial Services Corp. 0.30% Reduce -5.5% 3,121 $666K
W1M Investment Management Ltd 0.01% No change 3,100 $662K
Kovack Advisors, Inc. 0.07% Reduce -44.7% 3,098 $661K
Boston Research & Management Inc. 0.17% No change 3,090 $659K
Peterson Wealth Management 0.40% New 3,072 $655K
9258 Wealth Management, LLC 0.10% Reduce -0.3% 3,072 $655K
Schechter Investment Advisors, LLC 0.05% Add +2.2% 3,069 $655K
Central Valley Advisors, LLC 0.28% Reduce -0.4% 5,754 $654K
T. Rowe Price Investment Management, Inc. 0.00% Add +52.0% 3,065 $654K
Morton Capital Management LLC 0.16% No change 3,064 $654K
Shoker Investment Counsel, Inc. 0.23% Add +0.0% 3,061 $653K
Diametric Capital, LP 0.35% New 3,050 $651K
Meyer Handelman Co. 0.02% No change 3,050 $651K
Retirement Guys Formula LLC 0.31% Reduce -0.1% 3,048 $650K
Angeles Wealth Management, LLC 0.06% Add +3.5% 3,047 $650K
Community Bank & Trust, Waco, Texas 0.16% Add +0.2% 3,032 $647K
McElhenny Sheffield Capital Management, LLC 0.22% Reduce -6.0% 3,024 $645K
Mechanics Financial Corp 0.33% Reduce -0.8% 3,016 $643K
Moloney Securities Asset Management, LLC 0.09% Reduce -0.1% 3,016 $643K
Rbo & Co. LLC 0.11% No change 3,000 $640K
Successful Portfolios LLC 0.44% Reduce -11.3% 2,985 $637K
Legacy Wealth Asset Management, LLC 0.18% Add +0.7% 2,984 $637K
CMG Global Holdings, LLC 0.42% No change 2,974 $634K
Joel Isaacson & Co., LLC 0.03% Add +5.9% 2,970 $634K
Wealthspire Retirement, LLC 0.05% Add +0.1% 2,950 $629K
Auxano Advisors, LLC 0.17% New 2,939 $627K
Tributary Capital Management, LLC 0.05% Reduce -23.1% 2,935 $626K
TrinityPoint Wealth, LLC 0.10% Add +0.1% 2,935 $626K
Keel Point, LLC 0.06% Add +34.5% 3,055 $623K
Ausdal Financial Partners, Inc. 0.07% Reduce -2.1% 2,911 $621K
Forza Wealth Management, LLC 0.32% No change 2,902 $619K
Jeppson Wealth Management, LLC 0.24% Reduce -2.5% 2,902 $619K
Xcel Wealth Management, LLC 0.20% Reduce -3.6% 2,900 $619K
Fox Run Management, L.L.C. 0.12% Add +154.2% 2,895 $618K
Marble Harbor Investment Counsel, LLC 0.07% No change 2,878 $614K
Lester Murray Antman dba SimplyRich 0.19% Add +1.8% 2,861 $610K
Simmons Bank 0.05% Add +0.6% 2,853 $609K
Appleton Partners Inc. 0.05% Reduce -3.1% 2,842 $606K
Claro Advisors Inc. 0.09% Add +20.3% 2,818 $601K
Northwest Investment Counselors, LLC 0.15% No change 2,812 $600K
Prelude Capital Management, LLC 0.05% New 2,812 $600K
Arvest Trust Co. N A 0.04% Add +1.3% 2,811 $600K
Trust Point Inc. 0.05% Reduce -10.1% 2,796 $596K
Glenview Trust Co 0.01% Add +2.6% 2,792 $596K
Mendel Money Management 0.28% Add +4.5% 2,790 $595K
Falcon Wealth Planning 0.08% Add +3.5% 2,775 $592K
Meridian Financial Advisors, LLC 0.43% No change 2,771 $591K
Sawyer & Company, Inc 0.23% Reduce -0.9% 2,770 $591K
Tradition Wealth Management, LLC 0.06% Reduce -3.4% 2,767 $590K
Heritage Wealth Advisors 0.03% Reduce -8.6% 2,765 $590K
Modera Wealth Management, LLC 0.01% Reduce -0.7% 2,743 $585K
International Assets Investment Management, LLC 0.06% Reduce -3.3% 2,742 $585K
CoreCap Advisors, LLC 0.06% Add +21.5% 2,741 $585K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Reduce -0.9% 2,725 $581K
World Investment Advisors 0.04% New 2,724 $581K
Atwood & Palmer Inc. 0.04% No change 2,707 $578K
Court Place Advisors, LLC 0.18% No change 2,703 $577K
Primoris Wealth Advisors, LLC 0.46% No change 2,698 $576K
Machina Capital S.A.S. 0.26% New 2,684 $573K
Fort Point Capital Partners LLC 0.07% Add +0.9% 2,684 $573K
Cahaba Wealth Management, Inc. 0.05% Reduce -6.3% 2,681 $572K
KLCM Advisors, Inc. 0.07% Reduce -2.7% 2,678 $571K
Arden Trust Co 0.08% Reduce -6.7% 2,676 $571K
GS Investments, Inc. 0.27% No change 2,675 $571K
Hohimer Wealth Management, LLC 0.13% No change 2,650 $565K
Apella Capital, LLC 0.03% No change 2,689 $565K
Kuhn & Co Investment Counsel 0.51% Reduce -1.7% 2,646 $564K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.1% 2,645 $564K
Per Stirling Capital Management, LLC. 0.09% Add +0.0% 2,645 $564K
Abbrea Capital, LLC 0.07% Reduce -1.1% 2,643 $564K
Buska Wealth Management, LLC 0.22% Reduce -0.2% 2,641 $563K
Herold Advisors, Inc. 0.13% No change 2,638 $563K
Bright Futures Wealth Management, LLC. 0.30% Reduce -1.6% 2,702 $561K
Am Investment Strategies LLC 0.14% Add +3.1% 2,630 $561K
EverSource Wealth Advisors, LLC 0.04% Add +64.4% 2,767 $561K
Savvy Advisors, Inc. 0.18% Add +68.8% 2,624 $560K
Van Cleef Asset Management,Inc 0.07% Add +0.0% 2,608 $556K
Ti-Trust, Inc. 0.43% Reduce -11.1% 2,603 $555K
Edgestream Partners, L.P. 0.03% Reduce -84.4% 2,598 $554K
Forum Financial Management, LP 0.01% Add +7.5% 2,589 $552K
Canandaigua National Bank & Trust Co. 0.06% No change 2,586 $552K
Benchmark Financial Wealth Advisors, LLC 0.20% Add +0.3% 2,582 $551K
Zullo Investment Group, Inc. 0.24% Reduce -0.5% 2,578 $550K
Brooklyn Investment Group 0.24% No change 2,576 $548K
Creekmur Asset Management LLC 0.14% Reduce -3.2% 2,568 $548K
Allen Investment Management, LLC 0.01% New 2,564 $547K
American Trust 0.04% New 2,552 $544K
Sanders Morris Harris LLC 0.09% No change 2,542 $542K
Weinberger Asset Management, Inc 0.26% No change 2,541 $542K
Stockman Wealth Management, Inc. 0.10% No change 2,540 $542K
NFSG Corp 0.20% Add +333.3% 2,526 $539K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -1.6% 2,518 $537K
Foguth Wealth Management, LLC. 0.24% No change 2,515 $537K
Signal Advisors Wealth, LLC 1.17% Reduce -2.8% 2,500 $533K
Parthenon LLC 0.07% No change 2,500 $533K
TRUE Private Wealth Advisors 0.06% Add +148.1% 2,498 $533K
Latitude Advisors, LLC 0.33% Reduce -1.5% 2,496 $532K
Clearview Wealth Advisors LLC 0.46% Reduce -6.2% 2,488 $531K
Tyche Wealth Partners LLC 0.13% Reduce -16.9% 2,480 $529K
Summit Financial Wealth Advisors, LLC 0.11% Reduce -0.2% 2,479 $529K
Jones Financial Companies LLLP 0.00% Add +96.5% 2,476 $528K
Old Second National Bank of Aurora 0.13% Reduce -0.6% 2,463 $525K
Lindbrook Capital, LLC 0.05% Add +1.3% 2,460 $525K
Avior Wealth Management, LLC 0.02% Reduce -31.0% 2,457 $524K
Viawealth, LLC 0.32% No change 2,440 $521K
Capital Analysts, LLC 0.02% Reduce -3.9% 2,424 $517K
KPP Advisory Services LLC 0.14% Reduce -1.3% 2,422 $517K
Cornerstone Advisory, LLC 0.07% Add +1.6% 2,420 $516K
Journey Strategic Wealth LLC 0.02% Add +53.3% 2,412 $515K
Bond & Devick Financial Network, Inc. 0.27% No change 2,400 $512K
Hoylecohen, LLC 0.04% Add +0.2% 2,386 $509K
First Nebraska Trust Co 0.05% Add +1.4% 2,383 $508K
Cyndeo Wealth Partners, LLC 0.04% Reduce -1.2% 2,382 $508K
Intrua Financial, LLC 0.08% Add +4.7% 2,381 $508K
GC Wealth Management RIA, LLC 0.10% Add +0.1% 2,378 $507K
Jupiter Wealth Management LLC 0.27% No change 2,500 $507K
Wealth Dimensions Group, Ltd. 0.14% Reduce -1.0% 2,374 $506K
Wellington Shields Capital Management, LLC 0.09% No change 2,371 $506K
Patron Partners, LLC 0.30% Add +1.0% 2,369 $505K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.9% 2,368 $505K
Stablepoint Partners, LLC 0.10% Reduce -1.4% 2,509 $503K
ICA Group Wealth Management, LLC 0.30% Reduce -51.0% 2,348 $501K
Monumental Financial Group Inc. 0.22% No change 2,334 $498K
Formidable Asset Management, LLC 0.08% Add +2.5% 2,329 $497K
Hudock, Inc. 0.09% Add +0.0% 2,326 $496K
Arthur M. Cohen & Associates, LLC 0.09% Add +16.8% 2,325 $496K
Goelzer Investment Management, Inc. 0.03% Reduce -6.1% 2,316 $494K
Cassaday & Co Wealth Management LLC 0.02% Reduce -18.3% 2,315 $494K
Clarius Group, LLC 0.03% Reduce -4.4% 2,308 $492K
Ifrah Financial Services, Inc. 0.14% Reduce -9.0% 2,306 $492K
Adell Harriman & Carpenter Inc. 0.04% Reduce -0.6% 2,300 $491K
Syntegra Private Wealth Group, LLC 0.06% Add +1.3% 2,298 $490K
First Affirmative Financial Network 0.34% Add +11.8% 2,291 $489K
KMG Fiduciary Partners, LLC 0.05% No change 2,287 $488K
Stuart Chaussee & Associates, Inc. 0.13% No change 2,286 $488K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.8% 2,285 $487K
Cary Street Partners Asset Management LLC 0.07% Add +32.5% 2,273 $485K
Connecticut Wealth Management, LLC 0.02% Add +7.2% 2,263 $483K
Farmers & Merchants Trust Co of Chambersburg PA 0.19% Reduce -6.0% 2,245 $479K
Roman Butler Fullerton & Co. 0.15% Add +1.8% 2,246 $474K
Portside Wealth Group, LLC 0.09% Reduce -35.8% 2,223 $474K
Capital Investment Advisory Services, LLC 0.05% Reduce -3.6% 2,222 $474K
Harvest Fund Management Co., Ltd 0.03% No change 2,213 $472K
Etesian Wealth Advisors, Inc. 0.27% Reduce -4.0% 2,212 $472K
Moody National Bank Trust Division 0.04% No change 2,208 $471K
Foundations Investment Advisors, LLC 0.01% Add +36.0% 2,196 $469K
Citadel Advisors 0.00% Reduce -99.0% 2,189 $467K
Gotham Asset Management 0.01% Reduce -66.5% 2,187 $467K
MPS Loria Financial Planners, LLC 0.15% Add +0.1% 2,184 $466K
Alaethes Wealth, LLC 0.19% Add +0.2% 2,174 $464K
Geneva Partners, LLC 0.19% Reduce -12.1% 2,170 $463K
Alpha Cubed Investments, LLC 0.02% Add +1.2% 2,147 $458K
American Institute for Advanced Investment Management, LLP 0.35% Add +5.2% 2,145 $458K
Canopy Partners, LLC 0.21% No change 2,144 $457K
Compton Wealth Advisory Group, LLC 0.12% Add +7.4% 2,142 $457K
SlateStone Wealth, LLC 0.05% Reduce -7.6% 2,133 $455K
FineMark National Bank & Trust 0.02% Reduce -19.9% 2,130 $454K
Jag Capital Management, LLC 0.06% No change 2,124 $453K
Private Capital Management, LLC 0.05% Reduce -8.4% 2,111 $450K
EntryPoint Capital, LLC 0.21% Add +569.2% 2,108 $450K
First National Bank Sioux Falls 0.23% No change 2,105 $449K
Sweet Financial Partners, LLC 0.10% Add +0.1% 2,100 $448K
Merrion Investment Management Co, LLC 0.31% Add +16.7% 2,100 $448K
Catalyst Funds Management Pty Ltd 0.12% New 2,100 $448K
Independent Solutions Wealth Management, LLC 0.10% Reduce -0.3% 2,096 $447K
PFG Advisors 0.03% Add +61.4% 2,096 $447K
Fiduciary Financial Group, LLC 0.11% — 2,019 $446K
Capital Advisors, Ltd. LLC 0.06% Add +1.7% 2,087 $445K
Ledyard National Bank 0.04% Add +0.4% 2,083 $444K
Nicolet Advisory Services, LLC 0.04% Reduce -4.4% 2,103 $444K
Catalyst Financial Partners LLC 0.10% Reduce -0.3% 2,077 $443K
Crestwood Advisors Group, LLC 0.01% Reduce -11.6% 2,077 $443K
Mattern Capital Management, LLC 0.06% Add +33.5% 2,074 $442K
CVA Family Office, LLC 0.08% Add +6.8% 2,066 $441K
Fiera Capital Corp 0.00% Add +72.2% 2,066 $441K
Wealth Management Partners, LLC 0.21% No change 2,055 $438K
Horan Capital Advisors, LLC. 0.15% No change 2,054 $438K
Bank of Stockton 0.14% Add +10.8% 2,047 $437K
Resolute Wealth Strategies, LLC 0.25% Reduce -5.5% 2,041 $435K
ClearAlpha Technologies LP 0.17% New 2,036 $434K
Sound Income Strategies, LLC 0.03% Add +0.3% 2,033 $434K
Seeds Investor LLC 0.22% Add +1.8% 2,029 $433K
Duncan Williams Asset Management, LLC 0.36% No change 2,025 $432K
Keystone Financial Group 0.16% Add +14.1% 2,024 $432K
Values First Advisors, Inc. 0.26% Reduce -31.4% 2,020 $431K
Holderness Investments Co. 0.10% Add +3.1% 2,015 $430K
New Hampshire Trust 0.10% No change 2,015 $430K
Capital Management Associates, Inc 0.26% Add +6.8% 2,013 $429K
Rise Advisors, LLC 0.23% Add +6.6% 2,009 $429K
Syntax Research, Inc. 0.34% Reduce -10.7% 2,005 $428K
Drive Wealth Management, LLC 0.12% Add +2.9% 2,002 $427K
Johnson Bixby & Associates, LLC 0.07% No change 2,000 $427K
JT Stratford LLC 0.08% Add +6.7% 1,999 $426K
Catalina Capital Group, LLC 0.16% Add +3.0% 1,997 $426K
City State Bank 0.17% Add +2.8% 1,996 $426K
Parkside Financial Bank & Trust 0.07% Reduce -2.9% 1,994 $425K
Geneos Wealth Management Inc. 0.02% Add +9.2% 1,983 $423K
Smithfield Trust Co 0.02% Reduce -1.0% 1,989 $423K
Sompo Asset Management Co., Ltd. 0.07% Add +20.7% 1,980 $422K
Baker Boyer National Bank 0.15% No change 1,979 $422K
Dogwood Wealth Management LLC 0.26% Add +20.0% 1,967 $420K
Diligent Investors, LLC 0.10% Add +0.3% 1,965 $419K
Ninety One SA (Pty) Ltd 0.06% No change 1,965 $419K
Old West Investment Management, LLC 0.18% New 1,952 $416K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -41.7% 1,951 $416K
Ranch Capital Advisors Inc. 0.22% Reduce -1.6% 1,949 $416K
StoneX Group Inc. 0.03% Reduce -2.8% 1,937 $413K
Wilmington Savings Fund Society, FSB 0.02% Reduce -19.9% 1,933 $412K
Synergy Financial Group, LTD 0.43% Add +0.1% 1,932 $412K
Cutter & CO Brokerage, Inc. 0.10% Add +0.2% 1,932 $412K
Petix & Botte Co 0.12% Add +100.0% 1,922 $410K
SkyOak Wealth, LLC 0.10% No change 1,918 $409K
NSI Retail Advisors, LLC 0.07% No change 1,919 $409K
CSM Advisors, LLC 0.03% No change 1,919 $409K
Stokes Family Office, LLC 0.05% Add +3.1% 1,911 $408K
Heritage Trust Co 0.05% No change 1,908 $407K
Cohen & Steers, Inc. 0.00% Add +2.0% 1,906 $407K
Philadelphia Trust Co. 0.03% Add +2.4% 1,905 $406K
Argus Investors' Counsel, Inc. 0.25% New 1,898 $405K
Trust Co of the South 0.10% No change 1,891 $403K
Aviso Wealth Management 0.24% Reduce -0.6% 1,887 $403K
Assetmark, Inc. 0.00% Add +13.5% 1,886 $402K
Red Wave Investments LLC 0.15% Reduce -0.5% 1,885 $402K
Southland Equity Partners LLC 0.11% Reduce -0.7% 1,885 $402K
Crawford Investment Counsel Inc. 0.01% New 1,885 $402K
Tennessee Valley Asset Management Partners 0.08% Add +0.4% 1,884 $402K
UNIVEST FINANCIAL Corp 0.11% Reduce -8.9% 1,884 $402K
Alera Investment Advisors, LLC 0.05% Reduce -6.4% 1,872 $399K
First Western Trust Bank 0.02% Reduce -2.4% 1,871 $399K
Old North State Trust, LLC 0.34% Reduce -0.4% 1,870 $399K
Callahan Advisors, LLC 0.04% Add +0.1% 1,869 $399K
Revolve Wealth Partners, LLC 0.07% Reduce -0.2% 1,857 $396K
Mark Sheptoff Financial Planning, LLC 0.22% No change 1,850 $395K
Meridian Wealth Advisors, LLC 0.07% Add +0.1% 1,849 $394K
Cynosure Group, LLC 0.06% Add +20.3% 1,848 $394K
Rockland Trust Co. 0.02% Add +5.7% 1,848 $394K
OneAscent Wealth Management LLC 0.20% New 1,849 $394K
Capital Advisors Wealth Management, LLC 0.08% Add +21.7% 1,846 $394K
Saturna Capital Corp. 0.01% Reduce -15.0% 1,838 $392K
Gsa Capital Partners LLP 0.03% Add +10.9% 1,836 $392K
Creative Financial Designs Inc. 0.03% Add +18.8% 1,828 $390K
Mather Group, Llc. 0.00% Add +92.3% 1,825 $389K
Lakeshore Financial Planning, Inc. 0.19% No change 1,817 $388K
St Germain D J Co. Inc. 0.02% No change 1,817 $388K
Larson Financial Group LLC 0.03% Add +47.6% 1,812 $387K
AlTi Global, Inc. 0.01% Add +35.6% 1,802 $384K
Sculati Wealth Management, LLC 0.16% No change 1,791 $382K
Astoria Portfolio Advisors LLC. 0.14% Add +63.7% 1,779 $380K
Sentry Investment Management LLC 0.17% Reduce -8.0% 1,778 $379K
Advisory Resource Group 0.09% Add +0.1% 1,774 $379K
Silver Oak Securities, Incorporated 0.06% Reduce -4.5% 1,773 $378K
Breed's Hill Capital LLC 0.34% No change 1,773 $378K
Olympiad Research LP 0.28% New 1,772 $378K
Aspiriant, LLC 0.02% Reduce -20.8% 1,763 $376K
Elevation Point Wealth Partners, LLC 0.03% Reduce -27.1% 1,761 $376K
KRS Capital Management, LLC 0.28% Add +2.4% 1,761 $376K
WESPAC Advisors, LLC 0.29% Reduce -1.1% 1,760 $376K
Brown, Lisle/Cummings, Inc. 0.12% New 1,750 $373K
LRI Investments, LLC 0.04% No change 1,742 $372K
Forest Hill Capital, LLC 0.30% No change 1,730 $369K
Wealth Architects, LLC 0.05% Reduce -1.1% 1,730 $369K
Truvestments Capital LLC 0.15% Add +0.2% 1,727 $368K
Prairie Wealth Advisors, Inc. 0.19% No change 1,724 $368K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -1.3% 1,723 $368K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 1,723 $368K
Legacy Financial Advisors, Inc. 0.06% Add +1.6% 1,709 $365K
Tucker Asset Management LLC 0.08% Reduce -25.3% 1,705 $364K
Ascentis Independent Advisors 0.08% — 1,702 $363K
Marcum Wealth, LLC 0.04% Add +0.2% 1,701 $363K
Wimmer Associates 1, LLC 0.19% No change 1,700 $363K
Bragg Financial Advisors, Inc 0.02% Add +15.1% 1,697 $362K
Archford Capital Strategies, LLC 0.06% Add +0.1% 1,697 $362K
Leelyn Smith, LLC 0.07% Add +0.1% 1,692 $361K
Csenge Advisory Group 0.02% Reduce -22.6% 1,682 $359K
Cape Ann Savings Bank 0.22% Reduce -10.9% 1,680 $358K
Total Clarity Wealth Management, Inc. 0.12% Add +4.2% 1,678 $358K
First Command Advisory Services, Inc. 0.00% Reduce -78.2% 1,671 $356K
Relyea Zuckerberg Hanson LLC 0.06% Add +6.8% 1,670 $356K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -7.3% 1,670 $356K
BlackDiamond Wealth Management, LLC 0.23% Reduce -23.4% 1,724 $355K
Laurion Capital Management LP 0.01% New 1,662 $355K
Gleason Group, Inc. 0.07% Add +0.4% 1,660 $354K
Vaughan David Investments LLC 0.01% Reduce -25.3% 1,660 $354K
First Business Financial Services, Inc. 0.04% No change 1,657 $354K
Norden Group LLC 0.07% Reduce -15.5% 1,656 $353K
Estabrook Capital Management 0.05% Reduce -3.7% 1,656 $353K
Cidel Asset Management Inc. 0.03% No change 1,655 $353K
Eubel Brady & Suttman Asset Management Inc. 0.06% Add +0.1% 1,651 $352K
Amplius Wealth Advisors, LLC 0.04% Reduce -0.5% 1,649 $352K
Everett Harris & Co. 0.00% Add +11.5% 1,647 $351K
PDS Planning, Inc 0.04% Reduce -12.8% 1,642 $350K
Beese Fulmer Investment Management, Inc. 0.03% No change 1,635 $349K
Heartland Bank & Trust Co 0.20% Add +0.9% 1,634 $349K
Pinnacle Bancorp, Inc. 0.10% No change 1,632 $348K
First United Bank & Trust 0.13% Reduce -4.1% 1,630 $348K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 1,629 $348K
Investment Advisory Group, LLC 0.13% Add +0.2% 1,627 $347K
Allen Wealth Management, LLC 0.31% No change 1,626 $347K
Arlington Trust Co LLC 0.08% Reduce -19.3% 1,624 $346K
O'ROURKE & COMPANY, Inc 0.19% Add +0.1% 1,622 $346K
Prestige Wealth Management Group LLC 0.07% Add +456.0% 1,618 $345K
Dividend Assets Capital, LLC 0.07% Reduce -2.2% 1,613 $344K
Auxier Asset Management LLC 0.05% No change 1,607 $343K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +0.2% 1,602 $342K
Annex Advisory Services, LLC 0.01% Reduce -21.9% 1,596 $341K
Northwest Wealth Management, LLC 0.09% Add +0.3% 1,580 $337K
Sawgrass Asset Management LLC 0.04% Reduce -14.2% 1,578 $337K
ARS Wealth Advisors Group, LLC 0.04% Add +3.1% 1,577 $336K
Woodward Diversified Capital, LLC 0.20% Add +9.4% 1,576 $336K
Tilia Fiduciary Partners, Inc. 0.26% Reduce -3.9% 1,567 $334K
Arrowroot Family Office, LLC 0.21% Reduce -1.4% 1,566 $334K
Delta Financial Group, Inc. 0.14% Add +2.5% 1,562 $333K
Cook Wealth, LLC 0.18% No change 1,664 $333K
3Chopt Investment Partners, LLC 0.10% New 1,558 $332K
Carret Asset Management, LLC 0.04% No change 1,557 $332K
Berger Financial Group, Inc 0.03% Reduce -10.9% 1,554 $332K
Biltmore Family Office, LLC 0.06% Add +17.5% 1,550 $331K
L2 Asset Management, LLC 0.10% Add +9.0% 1,535 $327K
Relative Value Partners Group, LLC 0.04% New 1,530 $326K
Lake Street Private Wealth, LLC 0.04% Add +24.4% 1,530 $326K
Ridgecrest Wealth Partners, LLC 0.20% No change 1,525 $325K
Meritage Group LP 0.01% New 1,525 $325K
Certuity, LLC 0.03% Add +31.0% 1,525 $325K
Abner Herrman & Brock LLC 0.04% No change 1,525 $325K
D'Orazio & Associates, Inc. 0.05% Add +4.6% 1,514 $323K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Add +310.9% 1,508 $322K
HC Advisors, LLC 0.30% No change 1,500 $320K
LWM Advisory Services, LLC 0.27% No change 1,500 $320K
Virtus Investment Advisers, LLC 0.29% Add +67.2% 1,485 $317K
Vigilare Wealth Management 0.14% Add +0.1% 1,480 $316K
Flputnam Investment Management Co. 0.01% Reduce -49.3% 1,479 $316K
First National Corp. /Ma/ 0.08% No change 1,479 $316K
Grandfield & Dodd, LLC 0.02% No change 1,475 $315K
Chesapeake Wealth Management 0.11% Reduce -6.8% 1,474 $314K
Morningstar Investment Services LLC 0.00% Add +21.7% 1,479 $314K
Drake & Associates, LLC 0.11% Reduce -4.7% 1,469 $313K
Brass Tax Wealth Management, Inc. 0.06% New 1,469 $313K
Ballast Advisors LLC 0.10% Reduce -12.9% 1,467 $313K
Sigma Investment Counselors Inc. 0.02% No change 1,462 $312K
GM Advisory Group, LLC 0.02% New 1,462 $312K
Somerville Kurt F 0.05% No change 1,460 $311K
Obsidian Personal Planning Solutions LLC 0.19% No change 1,450 $309K
Personal Cfo Solutions, LLC 0.05% Reduce -6.7% 1,445 $308K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.1% 1,441 $307K
Coordinated Financial Services, Inc. 0.27% Add +0.1% 1,439 $307K
Perennial Investment Advisors, LLC 0.04% Add +1.4% 1,435 $307K
Manchester Capital Management LLC 0.04% Reduce -2.3% 1,436 $306K
Insight Advisors, LLC/ PA 0.06% Add +0.1% 1,433 $306K
Fermata Advisors, LLC 0.07% New 1,430 $305K
Powell Investment Advisors, LLC 0.16% No change 1,427 $304K
Westmount Partners, LLC 0.10% Add +0.8% 1,453 $304K
Dunhill Financial, LLC 0.19% Add +4985.7% 1,424 $304K
Angeles Investment Advisors, LLC 0.02% Add +4.5% 1,419 $303K
Sage Mountain Advisors LLC 0.03% Add +21.0% 1,417 $302K
Clifford Swan Investment Counsel LLC 0.01% Reduce -7.5% 1,415 $302K
Strategic Financial Services, Inc. 0.02% Add +3.7% 1,413 $301K
Pallas Capital Advisors LLC 0.01% Reduce -7.9% 1,349 $301K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.7% 1,409 $301K
Princeton Global Asset Management LLC 0.07% No change 1,405 $300K
Berkeley Capital Partners, LLC 0.09% Add +7.9% 1,404 $300K
Merriman Wealth Management, LLC 0.01% Add +1.0% 1,404 $299K
Wendell David Associates Inc. 0.03% Reduce -1.4% 1,403 $299K
Diamant Asset Management, Inc. 0.20% No change 1,400 $299K
Wetzel Investment Advisors, Inc. 0.17% Reduce -11.2% 1,398 $298K
Sterling Investment Advisors, Ltd. 0.08% No change 1,382 $295K
Vicus Capital 0.03% Reduce -0.4% 1,380 $294K
NORTHSTAR ASSET MANAGEMENT Co 0.07% Reduce -15.3% 1,380 $294K
Hazlett, Burt & Watson, Inc. 0.15% Add +3.8% 1,380 $294K
Stableford Capital II LLC 0.12% Add +29.6% 1,314 $293K
CW Advisors, LLC 0.00% No change 1,369 $292K
Essex Private Wealth Management, LLC 0.74% No change 1,370 $292K
Operose Advisors LLC 0.10% No change 1,369 $292K
Blossom Wealth Management 0.63% Add +1.5% 1,365 $291K
Pure Financial Advisors, LLC 0.01% Add +1.5% 1,365 $291K
CreativeOne Wealth, LLC 0.01% Reduce -22.1% 1,365 $291K
GYL Financial Synergies, LLC 0.02% Add +3.8% 1,362 $290K
1776 Wealth LLC 0.13% Add +0.1% 1,361 $290K
Ade, LLC 0.20% No change 1,358 $290K
Trilogy Capital Inc. 0.02% Reduce -12.1% 1,356 $289K
Beaird Harris Wealth Management, LLC 0.03% No change 1,355 $289K
Phoenix Financial Ltd. 0.00% Reduce -25.4% 1,357 $289K
Financial Futures Ltd Liability Co. 0.18% No change 1,351 $288K
Fortune Financial Advisors, LLC 0.18% Reduce -1.5% 1,349 $288K
Stratos Wealth Advisors, LLC 0.01% Add +1.7% 1,347 $288K
Summit Asset Management, LLC 0.03% Add +0.1% 1,343 $287K
MBA Advisors LLC 0.15% Add +17.0% 1,342 $286K
D.B. Root & Company, LLC 0.10% Add +12.6% 1,342 $286K
Mirabella Financial Services LLP 0.02% Reduce -78.4% 1,342 $286K
Proficio Capital Partners LLC 0.03% Add +4.3% 1,337 $285K
Davis R M Inc. 0.01% Add +19.8% 1,337 $285K
Quantum Private Wealth, LLC 0.10% Reduce -14.3% 1,324 $282K
Enterprise Financial Services Corp 0.17% Add +0.5% 1,323 $282K
Trustmark Bank Trust Department 0.02% Reduce -26.6% 1,322 $282K
McAdam, LLC 0.02% Add +0.2% 1,320 $282K
Burney Co./ 0.01% Reduce -31.3% 1,319 $281K
Bridgewater Associates 0.00% New 1,317 $281K
World Equity Group, Inc. 0.08% Add +1.9% 1,313 $280K
Ironsides Asset Advisors, LLC 0.09% Reduce -31.4% 1,309 $279K
Headinvest, LLC 0.06% No change 1,309 $279K
Lynx Investment Advisory 0.21% — 1,308 $279K
Alan B Lancz & Associates, Inc. 0.27% — 1,300 $277K
Allstate Corp. 0.02% No change 1,300 $277K
Azimuth Capital Investment Management LLC 0.01% Reduce -1.1% 1,300 $277K
Essex Bank 0.07% Reduce -1.6% 1,295 $276K
D L Carlson Investment Group Inc. 0.05% Add +0.1% 1,290 $275K
Genesee Capital Advisors, LLC 0.14% Add +0.4% 1,290 $275K
Freestone Capital Holdings, LLC 0.01% Add +9.4% 1,289 $275K
Visionary Wealth Advisors 0.02% Add +1.7% 1,289 $275K
Modern Wealth Management, LLC 0.02% Add +11.7% 1,277 $273K
Hurlow Wealth Management Group, Inc. 0.09% No change 1,274 $272K
Mirador Capital Partners LP 0.05% Reduce -5.1% 1,273 $272K
Bluespring Wealth Management, LLC 0.03% Reduce -0.2% 1,271 $271K
Vectors Research Management, LLC 0.08% Add +0.2% 1,272 $271K
Winthrop Advisory Group LLC 0.04% Reduce -0.6% 1,268 $270K
Blackston Financial Advisory Group, LLC 0.15% New 1,268 $270K
Resonant Capital Advisors, LLC 0.02% Add +2.8% 1,266 $270K
Global Financial Private Client, LLC 0.11% No change 1,257 $268K
M Holdings Securities, Inc. 0.03% New 1,256 $268K
Crewe Advisors LLC 0.03% Reduce -20.1% 1,254 $268K
Oak Thistle LLC 0.20% Reduce -33.7% 1,242 $265K
Legacy Edge Advisors, LLC 0.05% Add +2.0% 1,242 $265K
Means Investment Co., Inc. 0.03% Add +0.1% 1,241 $265K
Oxford Financial Group, LTD. LLC 0.02% New 1,241 $265K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -6.0% 1,196 $264K
West Michigan Advisors, LLC 0.08% Reduce -3.5% 1,238 $264K
Wealth Management Associates, Inc. 0.12% No change 1,237 $264K
Moseley Investment Management Inc. 0.12% No change 1,235 $264K
Inspire Investing, LLC 0.03% Reduce -40.8% 1,235 $263K
Maia Wealth LLC 0.08% — 1,219 $263K
Semus Wealth Partners LLC 0.20% Reduce -8.2% 1,235 $263K
Commonwealth Financial Services, LLC 0.05% New 1,248 $263K
Phillips Wealth Planners LLC 0.28% Reduce -1.6% 1,242 $262K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Add +0.8% 1,229 $262K
A. D. Beadell Investment Counsel, Inc. 0.22% No change 1,225 $261K
Bangor Savings Bank 0.03% Reduce -12.7% 1,223 $261K
Paragon Capital Management Ltd 0.05% Reduce -5.5% 1,222 $261K
Ridgewood Investments LLC 0.13% No change 1,219 $260K
Capital Planning Advisors, LLC 0.04% Reduce -19.1% 1,218 $260K
Prosperity Consulting Group, LLC 0.04% Reduce -11.3% 1,211 $258K
SignalPoint Asset Management, LLC 0.07% Add +2.1% 1,208 $258K
Group One Trading LLC 0.01% New 1,207 $258K
Leo Wealth, LLC 0.03% Add +25.8% 1,206 $257K
Wayfinding Financial, LLC 0.14% Add +1.0% 1,207 $257K
PBMares Wealth Management LLC 0.06% No change 1,202 $256K
Grove Bank & Trust 0.04% Add +19.4% 1,200 $256K
Smith Group Asset Management, LLC 0.02% New 1,200 $256K
FinTrust Capital Advisors, LLC 0.05% Add +59.2% 1,199 $256K
Signature Estate & Investment Advisors LLC 0.01% New 1,193 $254K
Quantum Financial Advisors, LLC 0.04% No change 1,192 $254K
First Financial Corp. 0.13% Reduce -8.0% 1,191 $254K
Frisch Financial Group, Inc. 0.08% Add +0.3% 1,190 $254K
Fi3 FINANCIAL ADVISORS, LLC 0.11% Add +1.3% 1,189 $254K
Brooks, Moore & Associates, Inc. 0.16% No change 1,188 $254K
Balboa Wealth Partners 0.07% Reduce -2.5% 1,184 $253K
AlphaStar Capital Management, LLC 0.02% Add +2.6% 1,182 $252K
Kanawha Capital Management LLC 0.02% Add +15.1% 1,182 $252K
Rossmore Private Capital 0.03% No change 1,180 $252K
Hamilton Capital, LLC 0.02% Reduce -14.1% 1,180 $252K
Optas, LLC 0.06% Add +10.4% 1,178 $251K
Gen-Wealth Partners Inc 0.12% Add +9.7% 1,178 $251K
WMS Partners, LLC 0.02% Add +19.4% 1,176 $251K
Portfolio Design Labs, LLC 0.08% Reduce -24.0% 1,171 $250K
Grant Street Asset Management, Inc. 0.08% No change 1,169 $249K
Colonial River Investments, LLC 0.13% Add +16.5% 1,166 $249K
New Covenant Trust Company, N.A. 0.29% Add +2.9% 1,114 $248K
Regent Peak Wealth Advisors LLC 0.06% Add +4.1% 1,162 $248K
Dark Forest Capital Management LP 0.05% Reduce -44.2% 1,155 $246K
Silver Coast Investments LLC 0.10% No change 1,152 $246K
LaFleur & Godfrey LLC 0.04% No change 1,152 $246K
Gray Wealth Management Inc. 0.11% No change 1,148 $245K
Rosenberg Matthew Hamilton 0.07% Add +17.7% 1,166 $244K
New Republic Capital, LLC 0.12% New 1,133 $242K
TFC Financial Management, Inc. 0.04% No change 1,133 $242K
Up Strategic Wealth Investment Advisors LLC 0.36% No change 1,129 $241K
Sax Wealth Advisors, LLC 0.02% New 1,117 $238K
CPC Advisors, LLC 0.04% No change 1,115 $238K
Mairs & Power Inc. 0.00% Add +11.4% 1,114 $238K
Trek Financial, LLC 0.02% New 1,111 $237K
Beacon Investment Advisors LLC 0.12% Add +2.9% 1,111 $237K
Wealth Alliance, LLC 0.03% Reduce -29.7% 1,108 $236K
Compass Ion Advisors, LLC 0.03% No change 1,108 $236K
Excalibur Management Corp. 0.10% No change 1,106 $236K
Winch Advisory Services, LLC 0.07% Add +0.1% 1,104 $236K
German American Bancorp, Inc. 0.03% New 1,102 $235K
North Star Asset Management Inc. 0.01% Reduce -1.4% 1,100 $235K
Washington Trust Advisors, Inc. 0.02% No change 1,098 $234K
Main Street Financial Solutions, LLC 0.02% Add +0.7% 1,097 $234K
S&co Inc. 0.02% No change 1,100 $234K
American Financial Advisors, LLC 0.03% Add +0.1% 1,093 $233K
Wolff Wiese Magana LLC 0.19% No change 1,092 $233K
Financial Guidance Group, Inc. 0.14% No change 1,092 $233K
Gratus Wealth Advisors, LLC 0.04% Add +4.3% 1,043 $232K
Archer Investment Corp 0.07% Add +1204.8% 1,083 $231K
M&R Capital Management Inc. 0.06% No change 1,081 $231K
Carolinas Wealth Consulting LLC 0.04% Add +30.2% 1,082 $231K
Bray Capital Advisors 0.06% No change 1,075 $229K
Pasadena Private Wealth, LLC 0.05% No change 1,068 $228K
First National Bank & Trust Co. of Newtown 0.05% Add +1.7% 1,068 $228K
Graves Light Lenhart Wealth, Inc. 0.03% Add +0.1% 1,088 $228K
CRA Financial Services, LLC 0.05% No change 1,066 $227K
Camden National Bank 0.04% No change 1,065 $227K
Hilton Capital Management, LLC 0.02% Reduce -1.5% 1,064 $227K
Clarity Financial LLC 0.03% Reduce -48.5% 1,060 $226K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,058 $226K
Second Line Capital, LLC 0.07% New 1,054 $225K
Kellett Wealth Advisors, LLC 0.18% No change 1,052 $224K
TNF LLC 0.08% Reduce -2.9% 1,031 $224K
Quent Capital, LLC 0.02% Add +3.2% 1,050 $224K
Charter Research & Investment Group, Inc. 0.18% Reduce -26.3% 1,050 $224K
Premier Path Wealth Partners, LLC 0.04% Add +0.3% 1,049 $224K
Whalerock Point Partners, LLC 0.06% No change 1,048 $224K
Meridian Financial Partners LLC 0.13% No change 1,000 $223K
Waterloo Capital, L.P. 0.03% Reduce -2.5% 1,045 $223K
Silvant Capital Management LLC 0.01% No change 1,044 $223K
First County Bank 0.11% Reduce -3.4% 1,041 $222K
Fiduciary Group, LLC 0.02% Add +0.1% 1,041 $222K
Resolute Advisors LLC 0.06% Add +0.3% 1,040 $222K
Cornerstone Wealth Group, LLC 0.02% New 1,037 $221K
Breakwater Capital Group 0.05% Reduce -2.1% 1,035 $221K
MV Capital Management, Inc. 0.02% Add +0.5% 1,033 $220K
Kavar Capital Partners Group, LLC 0.04% Add +8.4% 1,030 $220K
Leisure Capital Management 0.10% No change 1,029 $220K
Simon Quick Advisors, LLC 0.02% New 1,028 $219K
Fairhaven Wealth Management, LLC 0.07% No change 1,027 $219K
Weaver Consulting Group 0.08% No change 1,023 $218K
Hilltop National Bank 0.07% Reduce -0.8% 1,023 $218K
New Century Financial Group, LLC 0.09% New 1,022 $218K
Websterrogers Financial Advisors, LLC 0.08% Add +1.8% 1,018 $217K
Navellier & Associates Inc. 0.03% Add +0.2% 1,018 $217K
Keystone Wealth Services, LLC 0.07% Add +0.2% 1,017 $217K
D. Scott Neal, Inc. 0.12% No change 1,017 $217K
Moss Adams Wealth Advisors LLC 0.03% New 1,017 $217K
Sharp Wealth Advisory, LLC 0.19% New 1,016 $217K
Planning Directions Inc. 0.15% Add +0.3% 1,013 $216K
NatWest Group plc 0.07% No change 1,013 $216K
Selective Wealth Management, Inc. 0.10% No change 1,029 $216K
Seed Wealth Management, Inc. 0.19% No change 1,012 $216K
Greenwood Gearhart LLC 0.02% No change 1,012 $216K
Main Street Research LLC 0.01% Add +5.5% 1,012 $216K
Curi Capital, LLC 0.01% Reduce -64.4% 1,011 $216K
Cromwell Holdings LLC 0.13% — 1,010 $215K
Ethos Financial Group, LLC 0.04% Reduce -0.9% 1,009 $215K
Rodgers Brothers Inc. 0.03% Reduce -2.4% 1,008 $215K
Human Investing LLC 0.04% No change 1,006 $215K
Key Client Fiduciary Advisors, LLC 0.11% Reduce -2.1% 1,005 $214K
Aprio Wealth Management, LLC 0.04% Add +2.2% 1,002 $214K
Walden Wealth Partners LLC 0.12% No change 1,000 $213K
Clay Northam Wealth Management, LLC 0.16% No change 1,000 $213K
Sterneck Capital Management, LLC 0.12% No change 1,000 $213K
Alta Advisers Ltd 0.10% No change 1,000 $213K
Birmingham Capital Management Co. Inc. 0.08% No change 1,000 $213K
Knuff & Co LLC 0.07% No change 1,000 $213K
WealthPlan Investment Management, LLC 0.03% No change 1,000 $213K
First Interstate Bank 0.01% Add +1.3% 999 $213K
Florida Financial Advisors, LLC 0.13% Reduce -18.3% 995 $212K
Patten & Patten Inc. 0.01% Add +0.1% 992 $212K
Mission Wealth Management, LP 0.01% Reduce -24.6% 991 $211K
Boothbay Fund Management, LLC 0.01% Reduce -47.7% 990 $211K
BCS Wealth Management 0.10% New 987 $211K
Tsfg, LLC 0.05% Reduce -21.4% 989 $211K
Sivia Capital Partners, LLC 0.14% Add +2.9% 986 $210K
Asset Dedication, LLC 0.01% Add +24.2% 985 $210K
Paces Ferry Wealth Advisors, LLC 0.13% New 984 $210K
Sweeney & Michel, LLC 0.09% No change 1,000 $210K
Elevatus Welath Management 0.08% Add +0.2% 981 $209K
MinichMacGregor Wealth Management, LLC 0.05% New 981 $209K
Autumn Glory Partners, LLC 0.11% No change 980 $209K
ABN AMRO Bank N.V. 0.00% No change 972 $209K
Gables Capital Management Inc. 0.11% No change 979 $209K
RAM Investment Partners, LLC 0.06% Reduce -19.0% 976 $208K
Koa Wealth Management, LLC 0.18% No change 975 $208K
Altus Wealth Group LLC 0.10% No change 975 $208K
SageView Advisory Group, LLC 0.01% New 973 $208K
Facet Wealth, Inc. 0.01% New 1,032 $208K
Trivium Point Advisory, LLC 0.03% New 972 $207K
Childress Capital Advisors, LLC 0.06% Add +0.9% 969 $207K
Profit Investment Management, LLC 0.13% No change 969 $207K
Ewa, LLC 0.09% New 945 $207K
Ignite Planners, LLC 0.05% New 982 $207K
Harbor Investment Advisory, LLC 0.02% No change 967 $206K
TCI Wealth Advisors, Inc. 0.02% Add +1.8% 967 $206K
MADDEN SECURITIES Corp 0.09% Reduce -12.0% 966 $206K
Circle Wealth Management, LLC 0.00% Reduce -38.2% 966 $206K
CYBER HORNET ETFs LLC 0.22% Add +0.8% 959 $205K
Forbes J M & Co. LLP 0.02% New 959 $205K
One Day In July LLC 0.03% Reduce -16.2% 958 $204K
Great Lakes Retirement, Inc. 0.03% Reduce -65.5% 956 $204K
US Asset Management LLC 0.18% No change 957 $204K
Sonata Capital Group Inc. 0.10% No change 950 $203K
Creegan & Nassoura Financial Group, LLC 0.14% No change 950 $203K
Lumbard & Kellner, LLC 0.10% No change 950 $203K
Deseret Mutual Benefit Administrators 0.09% Add +3.2% 948 $202K
One Wealth Advisors, LLC 0.04% New 985 $202K
AllSquare Wealth Management LLC 0.12% No change 945 $202K
Greenfield Seitz Capital Management, LLC 0.07% No change 944 $201K
Sovereign Financial Group, Inc. 0.05% Reduce -7.7% 942 $201K
United Advisor Group, LLC 0.06% New 939 $200K
Family Firm, Inc. 0.04% New 849 $181K
West Paces Advisors Inc. 0.05% Reduce -4.5% 844 $180K
Sunbelt Securities, Inc. 0.02% Add +9.6% 826 $176K
Acropolis Investment Management, LLC 0.01% Add +16.9% 816 $174K
PSI Advisors, LLC 0.06% Add +0.1% 815 $174K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 813 $173K
Valley National Advisers Inc. 0.03% Reduce -1.2% 802 $171K
Ramirez Asset Management, Inc. 0.03% No change 800 $171K
Hills Bank & Trust Co 0.01% No change 800 $171K
Barrett & Company, Inc. 0.08% Reduce -1.5% 789 $168K
Central Bank & Trust Co. 0.02% Reduce -5.8% 774 $165K
Clean Yield Group 0.06% No change 751 $160K
Castleview Partners, LLC 0.09% No change 744 $159K
First Community Trust NA 0.13% No change 700 $149K
ORG Partners LLC 0.02% New 704 $148K
J.Safra Asset Management Corp 0.01% Add +190.3% 691 $147K
GW&K Investment Management, LLC 0.00% Add +2.4% 687 $147K
Financial Perspectives, Inc 0.05% No change 687 $147K
Quarry LP 0.06% Add +209.1% 683 $146K
Riverview Trust Co 0.14% No change 675 $144K
EdgeRock Capital LLC 0.11% New 673 $144K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -37.4% 671 $143K
Magellan Asset Management Ltd 0.00% No change 669 $143K
Delos Wealth Advisors, LLC 0.14% Reduce -17.6% 668 $143K
Coppell Advisory Solutions LLC 0.02% — 667 $142K
Mascoma Wealth Management LLC 0.04% No change 660 $141K
Gradient Investments LLC 0.00% Reduce -1.9% 653 $139K
Widmann Financial Services, Inc. 0.11% New 650 $139K
Continuum Advisory, LLC 0.02% Add +0.1% 648 $138K
Towne Trust Company, N.A 0.05% Reduce -6.8% 647 $138K
Cyrus J. Lawrence, LLC 0.03% No change 645 $137K
Centaurus Financial, Inc. 0.01% Reduce -27.8% 638 $136K
Montag A & Associates Inc. 0.01% No change 634 $135K
Versant Capital Management, Inc 0.03% Reduce -49.8% 618 $132K
CNB Bank 0.06% No change 610 $130K
Tradewinds Capital Management, LLC 0.04% Reduce -13.6% 606 $129K
Painted Porch Advisors LLC 0.07% New 590 $126K
Briaud Financial Planning Inc 0.07% No change 585 $124K
State of Wyoming 0.02% Reduce -28.6% 579 $124K
Essex Investment Management Co. LLC 0.02% Reduce -31.0% 571 $122K
Covestor Ltd 0.08% Add +4.6% 566 $121K
Spectrum Wealth Counsel, LLC 0.02% Reduce -0.2% 562 $120K
Garde Capital, Inc. 0.01% No change 532 $114K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 522 $111K
Boyd Watterson Asset Management LLC 0.03% No change 520 $111K
Elevation Wealth Partners, LLC 0.05% No change 500 $107K
Plante Moran Financial Advisors, LLC 0.01% No change 486 $104K
Pacifica Partners Inc. 0.04% Add +3.6% 487 $102K
Wiser Advisor Group LLC 0.16% Add +0.6% 479 $102K
Investors Research Corp 0.02% No change 459 $98K
Salomon & Ludwin, LLC 0.01% Reduce -1.1% 453 $97K
Citizens National Bank Trust Department 0.02% No change 450 $96K
Spirit of America Management Corp. 0.02% Add +80.0% 450 $96K
Concord Wealth Partners 0.02% No change 447 $95K
Arax Advisory Partners 0.01% Add +209.9% 440 $94K
TruNorth Capital Management, LLC 0.03% New 430 $92K
Byrne Asset Management LLC 0.07% Reduce -2.4% 415 $88K
Sittner & Nelson, LLC 0.04% No change 413 $88K
Transamerica Financial Advisors, LLC 0.01% No change 410 $88K
Centerpoint Advisors, LLC 0.03% No change 410 $87K
IAG Wealth Partners, LLC 0.02% No change 401 $86K
Spotlight Asset Group, Inc. 0.06% No change 400 $85K
Optimum Investment Advisors 0.04% No change 400 $85K
Sugarloaf Wealth Management, LLC 0.01% No change 390 $83K
Mfa Wealth Advisors, LLC 0.02% New 385 $82K
Key Financial Inc 0.02% No change 378 $81K
Itau Unibanco Holding S.A. 0.00% New 369 $79K
Valued Wealth Advisors LLC 0.05% Add +3.5% 354 $76K
Triad Wealth Partners, LLC 0.04% New 345 $74K
Tower View Wealth Management LLC 0.04% No change 341 $73K
Financial Freedom, LLC 0.04% No change 340 $73K
Venturi Wealth Management, LLC 0.00% Add +56.2% 339 $72K
Annapolis Financial Services, LLC 0.02% No change 325 $69K
Hollencrest Capital Management 0.00% No change 310 $66K
Security National Bank 0.01% No change 291 $62K
Bollard Group LLC 0.00% Add +0.3% 291 $62K
RE Dickinson Investment Advisors, LLC 0.04% No change 290 $62K
WD Rutherford LLC 0.03% No change 288 $61K
Studio Investment Management LLC 0.01% No change 285 $61K
Cornerstone Planning Group LLC 0.02% Add +1.7% 298 $60K
HBC Financial Services, PLLC 0.04% No change 300 $60K
Voisard Asset Management Group, Inc. 0.03% No change 280 $60K
TD Capital Management LLC 0.01% No change 280 $60K
Abound Wealth Management 0.02% Reduce -2.8% 280 $60K
Tortoise Investment Management, LLC 0.01% No change 279 $60K
Westside Investment Management, Inc. 0.01% No change 269 $57K
Bogart Wealth, LLC 0.00% Reduce -3.9% 268 $57K
Raleigh Capital Management Inc. 0.02% Add +235.0% 268 $57K
Rational Advisors, Inc. 0.01% Reduce -4.5% 254 $54K
Trifecta Capital Advisors, LLC 0.01% Reduce -53.3% 242 $52K
Janiczek Wealth Management, LLC 0.01% Reduce -5.8% 242 $52K
Kepos Capital LP 0.02% Reduce -7.2% 233 $50K
JFS Wealth Advisors, LLC 0.00% Reduce -1.3% 231 $49K
Country Trust Bank 0.00% Add +150.0% 225 $48K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 219 $47K
DSM Capital Partners LLC 0.00% No change 211 $45K
SOA Wealth Advisors, LLC. 0.01% No change 205 $44K
Twin Lakes Capital Management, LLC 0.03% Add +0.5% 201 $43K
Perkins Coie Trust Co 0.01% No change 200 $43K
Duncker Streett & Co. Inc. 0.01% No change 200 $43K
NewSquare Capital LLC 0.00% Reduce -71.4% 200 $43K
Osterweis Capital Management Inc. 0.00% No change 200 $43K
Hexagon Capital Partners LLC 0.01% Add +67.2% 199 $42K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 199 $42K
Millburn Ridgefield LLC 0.00% Add +4.3% 196 $42K
Cassady Schiller Wealth Management, LLC 0.02% No change 190 $41K
Cherry Tree Wealth Management, LLC 0.01% No change 186 $40K
WealthCollab, LLC 0.03% No change 184 $39K
Fairscale Capital, LLC 0.03% — 176 $39K
Beacon Capital Management, LLC 0.01% Reduce -4.2% 181 $39K
Godsey & Gibb, Inc. 0.00% New 180 $38K
Cape Investment Advisory, Inc. 0.02% Reduce -36.8% 179 $38K
Custom Portfolio Group LLC 0.03% No change 179 $38K
Addison Advisors LLC 0.01% No change 179 $38K
Raffa Wealth Management, LLC 0.01% No change 174 $37K
Fairway Wealth LLC 0.02% Add +62.9% 171 $36K
Strategic Investment Solutions, Inc. 0.01% — 180 $36K
Dynamic Wealth Strategies, LLC 0.03% No change 166 $35K
Blue Bell Private Wealth Management, LLC 0.01% Add +21.5% 164 $35K
Slocum, Gordon & Co LLP 0.03% No change 161 $35K
Planning Capital Management Corp 0.02% No change 161 $34K
CGC Financial Services, LLC 0.01% No change 160 $34K
True Wealth Design, LLC 0.01% Add +1.3% 157 $33K
Louisbourg Investments Inc. 0.01% No change 155 $33K
Mendota Financial Group, LLC 0.02% No change 146 $31K
Financial Management Professionals, Inc. 0.00% Add +2.1% 144 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 145 $31K
Laurel Wealth Advisors LLC 0.01% No change 144 $31K
Opal Wealth Advisors, LLC 0.01% Reduce -12.9% 142 $30K
Sachetta, LLC 0.01% Reduce -3.3% 148 $30K
DHJJ Financial Advisors, Ltd. 0.01% No change 139 $30K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Add +13100.0% 132 $28K
Fortitude Family Office, LLC 0.02% No change 130 $28K
Carolina Wealth Advisors, LLC 0.01% No change 115 $25K
SWAN Capital LLC 0.01% New 113 $24K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 109 $23K
Atticus Wealth Management, LLC 0.01% No change 107 $23K
Richardson Financial Services Inc. 0.02% Reduce -21.6% 105 $22K
Hanson & Doremus Investment Management 0.00% Reduce -49.3% 103 $22K
Lowe Wealth Advisors, LLC 0.01% No change 102 $22K
Nemes Rush Group LLC 0.00% No change 102 $22K
Altshuler Shaham Ltd 0.00% Reduce -12.1% 102 $22K
PFS Partners, LLC 0.01% No change 100 $21K
Union Savings Bank 0.01% No change 100 $21K
Private Ocean, LLC 0.00% No change 100 $21K
Financial Network Wealth Advisors LLC 0.01% New 92 $20K
SWS Partners 0.01% New 91 $19K
Main Street Group, LTD 0.01% Add +1.1% 92 $19K
Carmichael Hill & Associates, Inc. 0.01% Add +1171.4% 89 $19K
Partnership Wealth Management, LLC 0.01% No change 88 $19K
4Thought Financial Group Inc. 0.01% No change 85 $18K
Scarborough Advisors, LLC 0.01% Add +2.4% 85 $18K
Roble, Belko & Company, Inc 0.00% No change 84 $18K
Trust Co 0.00% No change 81 $17K
Maryland Capital Advisors Inc. 0.01% No change 80 $17K
Evermay Wealth Management LLC 0.00% No change 80 $17K
Bruce G. Allen Investments, LLC 0.01% Reduce -17.9% 78 $17K
Chris Bulman Inc 0.01% — 77 $16K
Kelly Financial Services LLC 0.01% No change 76 $16K
Kessler Investment Group, LLC 0.01% No change 74 $16K
Kiely Wealth Advisory Group, Inc. 0.01% No change 75 $15K
Bank & Trust Co 0.01% — 72 $15K
West Branch Capital LLC 0.01% No change 70 $15K
Ruedi Wealth Management, Inc. 0.01% Add +187.0% 66 $14K
Bell Investment Advisors, Inc 0.00% No change 62 $13K
Northwest Capital Management Inc 0.00% Reduce -73.3% 62 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -9.1% 60 $13K
Strategic Financial Concepts, LLC 0.01% New 25,612 $12K
Avion Wealth 0.00% Add +13.7% 58 $12K
American Capital Advisory, LLC 0.01% Add +266.7% 66 $12K
JDM Financial Group LLC 0.01% No change 53 $11K
Highline Wealth Partners LLC 0.00% Add +4.0% 52 $11K
Horizons Wealth Management 0.01% No change 49 $11K
Aspect Partners, LLC 0.01% Reduce -15.3% 50 $11K
Iron Horse Wealth Management, LLC 0.00% No change 50 $11K
Missouri Trust & Investment Co 0.00% Reduce -28.6% 50 $11K
Fortis Group Advisors, LLC 0.00% No change 50 $11K
Pacific Center for Financial Services 0.00% No change 50 $11K
New Age Alpha Advisors, LLC 0.01% New 47 $10K
Hobbs Group Advisors, LLC 0.00% — 47 $10K
Albion Financial Group 0.00% No change 45 $10K
Halpern Financial, Inc. 0.00% New 43 $9K
Pin Oak Investment Advisors Inc. 0.01% Reduce -75.3% 40 $9K
Redwood Wealth Management Group, LLC 0.01% New 40 $9K
Emfo, LLC 0.01% No change 39 $8K
Richard W. Paul & Associates, LLC 0.00% Reduce -5.3% 36 $8K
Frazier Financial Advisors, LLC 0.01% Add +52.2% 35 $7K
Gilliland Jeter Wealth Management LLC 0.00% No change 35 $7K
SJS Investment Consulting Inc. 0.00% No change 34 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.8% 33 $7K
Indiana Trust & Investment Management Co 0.00% No change 33 $7K
Penserra Capital Management LLC 0.00% No change 33 $7K
WFA of San Diego, LLC 0.01% — 30 $6K
Eagle Bay Advisors LLC 0.00% No change 30 $6K
Riggs Asset Managment Co. Inc. 0.00% Reduce -29.3% 29 $6K
Stephens Consulting, LLC 0.00% No change 27 $6K
Cranbrook Wealth Management, LLC 0.00% No change 27 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 26 $6K
DT Investment Partners, LLC 0.00% No change 26 $6K
Hoese & Co LLP 0.00% New 26 $5K
Gould Capital, LLC 0.00% Reduce -44.4% 25 $5K
Davis Capital Management 0.00% No change 23 $5K
DecisionPoint Financial, LLC 0.00% No change 20 $4K
Park Place Capital Corp 0.00% No change 18 $4K
Bear Mountain Capital, Inc. 0.00% No change 15 $3K
VitalStone Financial, LLC 0.00% New 14 $3K
Global Wealth Strategies & Associates 0.00% No change 14 $3K
ESL Trust Services, LLC 0.00% New 14 $3K
Cedar Mountain Advisors, LLC 0.00% No change 14 $3K
Clear Investment Research, LLC 0.00% Add +33.3% 12 $3K
Strengthening Families & Communities, LLC 0.00% Add +400.0% 10 $2K
Unique Wealth Strategies, LLC 0.00% New 9 $2K
Denver PWM, LLC 0.00% New 8 $2K
RFP Financial Group LLC 0.00% No change 8 $2K
New Millennium Group LLC 0.00% New 5 $1K
Tidemark, LLC 0.00% No change 5 $1K
Transcendent Capital Group LLC 0.00% New 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
Robinswood Financial LLC 0.00% New 5 $1K
Global Trust Asset Management, LLC 0.00% New 3 $640
Activest Wealth Management 0.00% No change 3 $640
Mattson Financial Services, LLC 0.00% — 3 $640
Orion Capital Management LLC 0.00% No change 2 $427
Kings Path Partners LLC 0.00% — 1 $213
McClarren Financial Advisors, Inc. 0.00% Add +28.3% 213 $35

"% of holder's portfolio" is WM's weight in each manager's 13F, not the share of Waste Management Inc. the manager owns.