Waste ManagementWM

13F holders, Q3 2024 (September 30)
1,996holders −7
103new positions
106sold out
10famous investors
$207.60avg. 13F price*

At the end of Q3 2024, 1,996 institutions reported holding Waste Management Inc. (WM) in their 13F filings, down 7 from Q2 2024. 103 opened new positions and 106 sold out. The largest holders were Vanguard Group Inc. ($7.6B), Gates Foundation Trust ($6.7B) and BlackRock, Inc. ($6.2B). 10 famous investors held it, including Bill Gates / Michael Larson (14.8% of Gates Foundation Trust's portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and Paul Tudor Jones (0.3% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions103$268.6M
Exits106$94.6M

All 13F filers, Q2 2024 → Q3 2024: 13,872,531 shares bought and 16,272,043 shares sold, net −2,399,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,996 holders

Vanguard Group Inc. 0.14% Add +1.4% 36,761,711 $7.6B
Gates Foundation Trust 14.84% Reduce -8.5% 32,234,344 $6.7B
BlackRock, Inc. 0.13% — 29,893,996 $6.2B
State Street Corp. 0.16% Reduce -0.6% 18,413,372 $3.8B
Geode Capital Management, LLC 0.14% Add +2.1% 8,146,111 $1.7B
Morgan Stanley 0.12% Add +2.2% 7,656,076 $1.6B
Parnassus Investments, LLC 2.26% Add +11.3% 5,120,772 $1.1B
Norges Bank 0.14% Reduce -2.1% 4,754,316 $987.0M
Bank of America Corp. 0.08% Reduce -7.6% 4,171,690 $866.0M
Goldman Sachs Group Inc. 0.16% Reduce -7.5% 4,132,473 $857.9M
Wells Fargo & Company 0.20% Reduce -0.8% 4,058,597 $842.6M
Nordea Investment Management AB 0.93% Reduce -1.6% 3,959,974 $818.9M
Amundi 0.30% Add +13.9% 3,872,158 $807.6M
Ameriprise Financial Inc. 0.21% Reduce -14.8% 3,852,168 $799.8M
Pictet Asset Management Holding SA 0.83% Reduce -2.3% 3,652,997 $758.4M
Lazard Asset Management LLC 1.06% Reduce -1.0% 3,547,961 $736.6M
Northern Trust Corp. 0.12% Reduce -3.3% 3,530,984 $733.0M
Legal & General Group Plc 0.16% Reduce -5.4% 2,913,447 $604.8M
Bank of New York Mellon Corp 0.11% Reduce -2.4% 2,804,481 $582.2M
Clearbridge Investments, LLC 0.45% Reduce -1.4% 2,727,270 $566.2M
Sustainable Growth Advisers, LP 2.33% Add +108.7% 2,647,246 $549.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -18.4% 2,456,312 $509.9M
Barclays PLC 0.22% Add +12.8% 2,433,408 $505.2M
Stifel Financial Corp. 0.51% Reduce -0.4% 2,342,078 $486.2M
Royal Bank of Canada 0.11% Reduce -5.9% 2,320,292 $481.7M
Alliancebernstein L.P. 0.16% Reduce -5.7% 2,289,565 $475.3M
Dimensional Fund Advisors LP 0.11% Add +1.7% 2,256,021 $468.3M
Capital World Investors 0.07% Add +0.1% 2,155,261 $447.4M
Brown Brothers Harriman & Co. 2.97% Reduce -1.2% 2,104,963 $437.0M
Deutsche Bank AG 0.18% Add +0.1% 2,087,911 $433.5M
Charles Schwab Investment Management Inc. 0.08% Add +0.9% 2,087,006 $433.3M
Invesco Ltd. 0.08% Add +10.5% 1,916,042 $397.8M
Banque Pictet & Cie SA 3.81% Add +2.7% 1,857,250 $385.6M
California Public Employees Retirement System 0.27% Reduce -5.3% 1,843,885 $382.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.51% Add +32.1% 1,801,842 $374.1M
Swedbank AB 0.47% Add +67.2% 1,765,594 $366.5M
Impax Asset Management Group plc 1.42% Add +7.6% 1,741,090 $361.5M
Nuveen Asset Management, LLC 0.10% Add +35.0% 1,709,906 $358.7M
Bank of Montreal 0.16% Add +2.9% 1,704,170 $350.2M
JPMorgan Chase & Co. 0.03% Reduce -5.0% 1,626,405 $337.6M
UBS Group AG 0.09% Add +14.9% 1,548,360 $321.4M
Jensen Investment Management Inc. 2.61% Reduce -5.7% 1,501,810 $311.8M
Mirova US LLC 3.47% Add +0.9% 1,455,614 $302.2M
HSBC Holdings PLC 0.16% Reduce -14.6% 1,241,480 $257.3M
Adage Capital Partners Gp, L.L.C. 0.45% Add +132.9% 1,225,349 $254.4M
Swiss National Bank 0.16% Add +0.1% 1,190,500 $247.1M
Ninety One UK Ltd 0.66% Reduce -14.5% 1,183,812 $245.8M
Qube Research & Technologies Ltd 0.43% Add +28.0% 1,138,567 $236.4M
T. Rowe Price Associates Inc. 0.03% Add +36.9% 1,111,105 $230.7M
Raymond James & Associates 0.14% Add +6.8% 1,107,158 $229.8M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +1.6% 968,398 $201.0M
Allianz Asset Management GmbH 0.31% Add +74.6% 958,667 $199.0M
Rhumbline Advisers 0.15% Reduce -2.4% 822,573 $170.8M
Voloridge Investment Management, LLC 0.62% Reduce -9.2% 822,359 $170.7M
FMR LLC 0.01% Reduce -21.6% 810,510 $168.3M
LPL Financial LLC 0.07% Add +5.1% 806,970 $167.5M
Arrowstreet Capital, Limited Partnership 0.14% Reduce -21.6% 806,439 $167.4M
Neuberger Berman Group LLC 0.13% Reduce -25.0% 785,147 $163.0M
National Pension Service 0.15% Add +15.9% 767,577 $159.3M
National Bank of Canada 0.20% Add +138.0% 718,546 $149.2M
Envestnet Asset Management Inc. 0.05% Add +6.4% 680,493 $141.3M
Two Sigma Investments, LP 0.32% Add +24.9% 664,126 $137.9M
Candriam S.C.A. 0.77% Add +0.7% 638,357 $132.5M
Aviva PLC 0.34% Add +4.3% 620,105 $128.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.32% Add +54.3% 617,678 $128.2M
Bessemer Group Inc. 0.21% Add +2.1% 611,475 $126.9M
Scotia Capital Inc. 0.67% Add +2.8% 603,348 $125.3M
Ensign Peak Advisors, Inc 0.22% Add +6.5% 602,654 $125.1M
New York State Common Retirement Fund 0.16% Reduce -4.8% 582,419 $120.9M
BNP Paribas Financial Markets 0.12% Add +52.8% 572,326 $118.8M
Aberdeen Group plc 0.22% Reduce -6.7% 569,839 $117.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +9.2% 564,376 $117.2M
Los Angeles Capital Management LLC 0.47% Reduce -43.4% 556,976 $115.6M
Storebrand Asset Management As 0.36% Reduce -48.9% 547,567 $113.7M
Johnson Investment Counsel Inc. 1.12% Reduce -0.9% 546,587 $113.5M
DekaBank Deutsche Girozentrale 0.21% Reduce -8.9% 551,205 $113.2M
Mariner, LLC 0.20% Add +2.4% 542,348 $112.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.12% Add +2.4% 532,521 $110.4M
Regions Financial Corp. 0.79% Reduce -1.2% 530,755 $110.2M
PNC Financial Services Group, Inc. 0.07% Reduce -2.6% 527,586 $109.5M
Wealth Enhancement Advisory Services, LLC 0.23% Add +7.8% 522,016 $108.4M
Natixis Advisors, LLC 0.21% Add +24.7% 521,137 $108.2M
Agf Management Ltd. 0.54% Reduce -2.4% 509,599 $105.8M
Capital International Investors 0.02% Add +0.1% 507,196 $105.3M
California State Teachers Retirement System 0.12% Reduce -6.5% 498,018 $103.4M
Corient Private Wealth LP 0.16% Add +7.5% 488,728 $101.5M
AQR Capital Management 0.14% Add +5.3% 484,581 $99.9M
Principal Financial Group Inc. 0.05% Add +6.3% 480,534 $99.8M
Capital Research Global Investors 0.02% Reduce -62.2% 473,828 $98.4M
Renaissance Technologies 0.15% Reduce -5.5% 466,300 $96.8M
Bank Julius Baer & Co. Ltd, Zurich 0.32% Add +370.2% 407,687 $95.9M
TCTC Holdings, LLC 3.21% Reduce -0.2% 456,816 $94.8M
Millennium Management 0.08% Add +19.5% 445,922 $92.6M
Korea Investment CORP 0.22% Reduce -21.0% 443,472 $92.1M
Empower Advisory Group, LLC 0.31% Add +1.3% 436,629 $90.6M
Schroder Investment Management Group 0.09% Reduce -17.3% 436,581 $89.7M
Acadian Asset Management LLC 0.27% Reduce -3.2% 422,751 $87.7M
Bahl & Gaynor LLC 0.45% Reduce -1.1% 419,569 $87.1M
Franklin Resources Inc. 0.02% Add +11.2% 404,121 $86.3M
Lord, Abbett & Co. LLC 0.27% No change 408,763 $84.9M
Locust Wood Capital Advisers, LLC 2.97% Add +7.2% 408,479 $84.8M
CANADA LIFE ASSURANCE Co 0.15% Add +8.0% 406,171 $84.4M
FIL Ltd 0.08% Add +3.8% 402,436 $83.5M
State Board of Administration of Florida Retirement System 0.16% Reduce -3.5% 396,493 $82.3M
Manufacturers Life Insurance Company, The 0.07% Reduce -0.1% 390,480 $81.1M
Abn Amro Investment Solutions 1.40% Add +11.3% 384,159 $79.8M
Massachusetts Financial Services Co. 0.02% Reduce -3.4% 380,234 $78.9M
Rathbones Group PLC 0.40% Add +6.7% 379,415 $78.8M
Guggenheim Capital LLC 0.55% Add +2.8% 375,065 $77.9M
Mitsubishi UFJ Trust & Banking Corp 0.17% Reduce -0.8% 354,619 $73.6M
Westwood Holdings Group Inc. 0.57% Add +110.7% 353,685 $73.4M
Russell Investments Group, Ltd. 0.10% Add +6.7% 345,548 $71.7M
Kornitzer Capital Management Inc. 1.30% Reduce -0.8% 339,062 $70.4M
Oribel Capital Management, LP 7.69% New 339,000 $70.4M
Nomura Asset Management Co. Ltd. 0.21% Add +170.0% 333,922 $69.3M
Baird Financial Group, Inc. 0.13% Reduce -10.1% 322,334 $66.9M
KBC Group NV 0.20% Add +49.8% 313,802 $65.1M
Raymond James Financial Services Advisors, Inc. 0.08% Add +7.3% 304,322 $63.2M
First Trust Advisors LP 0.06% Add +3.1% 298,738 $62.0M
Citigroup Inc. 0.06% Reduce -22.6% 289,934 $60.2M
Commonwealth Equity Services, LLC 0.09% Add +0.6% 289,387 $60.1M
Investment Management Corp of Ontario 1.34% Reduce -12.3% 288,254 $59.8M
New York State Teachers Retirement System 0.12% Reduce -5.6% 286,905 $59.6M
Bartlett & Co. Wealth Management LLC 0.82% Reduce -0.6% 276,058 $57.3M
Danske Bank A/S 0.19% Reduce -24.6% 270,111 $56.1M
Allspring Global Investments Holdings, LLC 0.09% Reduce -0.1% 269,976 $56.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Reduce -10.6% 269,529 $56.0M
HighTower Advisors, LLC 0.08% Add +1.5% 268,701 $55.7M
Commerce Bank 0.33% Reduce -0.0% 262,663 $54.5M
APG Asset Management N.V. 0.36% Reduce -75.5% 292,135 $54.3M
Berkshire Asset Management LLC 2.76% No change 254,486 $54.3M
Compagnie Lombard Odier SCmA 0.84% Reduce -1.4% 260,726 $54.1M
King Luther Capital Management Corp. 0.23% Reduce -0.4% 260,439 $54.1M
Janus Henderson Group PLC 0.03% Reduce -0.3% 251,355 $52.2M
Ycg, LLC 4.00% Add +0.4% 249,472 $51.8M
Sei Investments Co. 0.07% Add +9.8% 247,547 $51.4M
Fifth Third Bancorp 0.19% Reduce -1.5% 247,181 $51.3M
Wellington Management Group LLP 0.01% Reduce -29.3% 247,155 $51.3M
Northwest & Ethical Investments L.P. 1.35% Add +0.7% 246,556 $51.2M
State of Wisconsin Investment Board 0.13% Add +14.3% 245,548 $51.0M
Two Sigma Advisers, LP 0.12% Add +76.9% 245,500 $51.0M
Janney Montgomery Scott LLC 0.14% Reduce -3.6% 241,458 $50.1M
Employees Retirement System of Texas 0.51% Reduce -18.2% 239,079 $49.6M
Retirement Systems of Alabama 0.18% Reduce -7.4% 238,109 $49.4M
Covea Finance 2.15% Reduce -2.3% 235,655 $48.9M
AXA S.A. 0.15% Reduce -2.9% 235,383 $48.9M
TD Asset Management Inc 0.04% Add +14.6% 234,702 $48.2M
Gateway Investment Advisers LLC 0.53% Reduce -0.0% 231,643 $48.1M
Cibc World Market Inc. 0.11% Add +2.1% 228,510 $47.4M
Treasurer of the State of North Carolina 0.19% Add +2.3% 227,485 $47.2M
US Bancorp \de 0.06% Reduce -1.4% 226,815 $47.1M
D. E. Shaw & Co. 0.07% Reduce -41.1% 224,250 $46.6M
Prudential Financial Inc. 0.07% Reduce -52.9% 222,973 $46.3M
Sabal Trust CO 2.51% Reduce -3.0% 221,907 $46.1M
Kimelman & Baird, LLC 3.59% Reduce -0.3% 216,670 $45.0M
Cerity Partners LLC 0.10% Add +10.2% 213,850 $44.4M
Ami Asset Management Corp. 2.40% Reduce -2.6% 213,014 $44.2M
M&T Bank Corp 0.14% Reduce -1.7% 211,526 $43.9M
Park National Corp. 1.50% Reduce -5.3% 206,855 $42.9M
Credit Agricole S A 0.22% Reduce -9.8% 204,307 $42.4M
Man Group plc 0.12% Reduce -33.4% 202,523 $42.0M
Gabelli Funds LLC 0.30% Reduce -5.5% 198,600 $41.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.25% Reduce -4.8% 197,915 $41.1M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -1.7% 196,648 $40.8M
KCM Investment Advisors LLC 1.38% Reduce -1.4% 195,068 $40.5M
Asset Management One Co., Ltd. 0.14% Reduce -3.2% 190,250 $39.5M
Public Employees Retirement System of Ohio 0.17% Reduce -1.7% 186,195 $38.7M
Toronto Dominion Bank 0.07% Add +1.9% 185,454 $38.5M
Handelsbanken Fonder AB 0.15% Reduce -0.8% 182,703 $37.9M
AMF Tjanstepension AB 0.27% Reduce -88.5% 179,415 $37.3M
Moody LYNN Lieberson & Walker, LLC 2.29% Reduce -1.2% 179,324 $37.2M
Victory Capital Management Inc. 0.04% Reduce -1.9% 179,191 $37.2M
Prio Wealth Limited Partnership 1.09% Reduce -1.5% 179,080 $37.2M
Royal London Asset Management Ltd. 0.09% Add +8.8% 177,523 $36.9M
Osaic Holdings, Inc. 0.08% Reduce -1.6% 175,134 $36.4M
Savant Capital, LLC 0.30% Reduce -1.0% 175,029 $36.3M
Unigestion Holding SA 1.75% Add +28.2% 174,293 $36.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.44% No change 173,193 $36.0M
W1M Asset Management Ltd 2.84% Add +0.9% 172,816 $35.9M
STRS Ohio 0.14% Reduce -2.7% 171,301 $35.6M
Resona Asset Management Co.,Ltd. 0.20% Reduce -1.1% 170,408 $35.3M
Cetera Investment Advisers 0.08% Add +1.8% 169,849 $35.3M
Sequoia Financial Advisors, LLC 0.37% Add +10.2% 165,725 $34.4M
Rockefeller Capital Management L.P. 0.09% Reduce -2.3% 165,090 $34.3M
Stock Yards Bank & Trust Co. 1.09% Reduce -3.2% 163,645 $34.0M
Eastern Bank 0.60% New 162,590 $33.8M
Peapack Gladstone Financial Corp. 0.49% Reduce -0.9% 162,476 $33.7M
Calamos Advisors LLC 0.23% Reduce -1.7% 161,513 $33.5M
Renaissance Group LLC 1.38% Reduce -1.3% 161,420 $33.5M
Truist Financial Corp. 0.05% Reduce -2.2% 156,192 $32.4M
GAMCO Investors 0.33% Reduce -3.3% 155,666 $32.3M
Railway Pension Investments Ltd 0.39% Reduce -15.1% 155,576 $32.3M
Mn Services Vermogensbeheer B.V. 0.23% Reduce -3.1% 155,300 $32.2M
Capital Advisors Inc. 0.64% Add +3.5% 154,536 $32.1M
Martingale Asset Management L P 0.72% Reduce -13.5% 152,067 $31.6M
DNB Asset Management AS 0.14% Add +44.0% 151,907 $31.5M
Andra AP-fonden 0.46% Add +48.7% 151,500 $31.5M
Robeco Institutional Asset Management B.V. 0.06% Reduce -27.1% 149,610 $31.1M
Systematic Alpha Investments, LLC 1.13% No change 149,216 $31.0M
Stack Financial Management, Inc 2.78% Reduce -0.5% 149,182 $31.0M
State of New Jersey Common Pension Fund D 0.13% No change 148,043 $30.7M
Vontobel Holding Ltd. 0.10% Reduce -0.7% 146,142 $30.3M
Teacher Retirement System of Texas 0.14% Reduce -11.8% 145,156 $30.1M
Quintet Private Bank (Europe) S.A. 1.71% Add +14.0% 143,739 $29.8M
Clark Capital Management Group, Inc. 0.20% Add +3.0% 142,053 $29.5M
Pittenger & Anderson Inc. 1.09% Add +0.3% 140,037 $29.1M
ING Groep NV 0.17% Reduce -39.8% 139,767 $29.0M
B. Metzler seel. Sohn & Co. Holding AG 0.28% — 137,768 $28.6M
B. Metzler seel. Sohn & Co. AG 0.28% Add +10.4% 137,768 $28.6M
Chilton Capital Management LLC 1.19% Add +7.0% 137,629 $28.6M
Destination Wealth Management 0.88% Reduce -0.3% 137,103 $28.5M
Stephens Inc. 0.40% Reduce -18.1% 135,885 $28.2M
Mediolanum International Funds Ltd 0.39% Reduce -0.2% 136,887 $28.1M
Investment House LLC 1.51% Add +1.4% 134,488 $27.9M
Squarepoint Ops LLC 0.09% Reduce -52.0% 134,317 $27.9M
Citadel Advisors 0.03% Add +6007.9% 133,703 $27.8M
Creative Planning 0.03% Reduce -0.5% 133,368 $27.7M
Worldquant Millennium Advisors LLC 0.20% Reduce -6.1% 130,952 $27.2M
Mackenzie Financial Corp. 0.04% Add +9.3% 130,376 $27.1M
Baldwin Wealth Partners LLC 1.83% Add +1.4% 129,139 $26.8M
Northeast Investment Management 1.20% Add +9.7% 129,055 $26.8M
Banco Santander, S.A. 0.31% Reduce -11.0% 128,473 $26.7M
Reynders McVeigh Capital Management, LLC 1.40% Reduce -1.6% 126,931 $26.4M
USS Investment Management Ltd 0.19% Add +1.8% 125,674 $26.1M
Liberty One Investment Management, LLC 2.66% Reduce -0.1% 125,232 $26.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.26% — 124,196 $25.8M
Bank of Nova Scotia 0.05% Add +6.7% 122,211 $25.4M
Blue Chip Partners, LLC 2.20% Add +1.5% 122,212 $25.4M
Foster Dykema Cabot & Partners, LLC 2.10% Reduce -0.6% 120,344 $25.0M
SG Americas Securities, LLC 0.10% Add +155.6% 120,237 $25.0M
Partners Group Holding AG 1.60% No change 119,592 $24.8M
Oppenheimer & Co. Inc. 0.38% Reduce -0.7% 119,574 $24.8M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +11.2% 117,150 $24.3M
Capital Fund Management S.A. 0.27% Reduce -50.9% 116,471 $24.2M
Assenagon Asset Management S.A. 0.05% Add +1036.4% 115,595 $24.0M
Cambridge Investment Research Advisors, Inc. 0.08% Add +4.1% 115,091 $23.9M
Arizona State Retirement System 0.15% Reduce -1.2% 115,000 $23.9M
Tudor Investment Corporation 0.26% Add +328.6% 114,664 $23.8M
Captrust Financial Advisors 0.07% Reduce -1.1% 114,426 $23.8M
State of Tennessee, Department of Treasury 0.08% Reduce -11.4% 114,234 $23.7M
MetLife Investment Management, LLC 0.14% Reduce -2.4% 113,849 $23.6M
Daiichi Life Insurance Co., Ltd. 0.58% Reduce -18.4% 111,070 $23.1M
Schonfeld Strategic Advisors LLC 0.19% Add +16.5% 110,280 $22.9M
Corebridge Financial, Inc. 0.12% Reduce -2.5% 109,332 $22.7M
Weatherly Asset Management L. P. 1.99% Add +1.7% 109,176 $22.7M
Bank Pictet & Cie (Europe) AG 0.53% Reduce -10.4% 108,874 $22.6M
Balyasny Asset Management L.P. 0.06% Add +1948.2% 108,267 $22.5M
Twinbeech Capital LP 0.43% New 108,117 $22.4M
Comerica Bank 0.09% Reduce -0.2% 108,063 $22.4M
Cwm, LLC 0.10% Reduce -3.8% 107,104 $22.2M
Pinebridge Investments, L.P. 0.17% Add +52.9% 106,981 $22.2M
Tocqueville Asset Management L.P. 0.34% Reduce -1.0% 105,282 $21.9M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -0.1% 104,215 $21.6M
Orion Porfolio Solutions, LLC 0.21% Add +36.0% 102,708 $21.3M
Orion Portfolio Solutions, LLC 0.21% Add +36.0% 102,708 $21.3M
Quilter Plc 0.43% Reduce -1.7% 102,273 $21.2M
State of Michigan Retirement System 0.10% Reduce -0.5% 99,488 $20.7M
Ninety One North America, Inc. 1.40% Reduce -16.3% 99,274 $20.6M
Forsta Ap-Fonden 0.16% Add +11.9% 99,000 $20.6M
Varma Mutual Pension Insurance Co 0.16% Add +11.5% 95,159 $20.5M
Avantax Advisory Services, Inc. 0.13% Reduce -13.8% 98,404 $20.4M
Commerzbank Aktiengesellschaft 0.54% Reduce -2.3% 98,259 $20.4M
Financial Counselors Inc. 0.30% Add +3.2% 97,426 $20.2M
TD Waterhouse Canada Inc. 0.16% Add +5.8% 96,826 $20.1M
Voya Investment Management LLC 0.02% Reduce -23.4% 96,153 $20.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +2.4% 95,851 $19.9M
Trillium Asset Management, LLC 0.49% Reduce -2.0% 95,486 $19.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.13% Add +1.0% 94,817 $19.7M
ProShare Advisors LLC 0.05% Add +83.9% 94,174 $19.6M
Sapient Capital LLC 0.39% Reduce -0.4% 93,340 $19.4M
Galvin, Gaustad & Stein, LLC 1.75% Reduce -1.5% 93,116 $19.3M
Townsend & Associates, Inc 1.94% Add +2.6% 89,064 $18.9M
Westchester Capital Management, Inc. 4.57% Add +0.6% 90,602 $18.8M
Zimmer Partners, LP 0.35% Add +38.5% 90,000 $18.7M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +79.5% 89,647 $18.6M
Xponance LLC 0.18% Reduce -1.0% 89,232 $18.5M
Meeder Asset Management Inc. 1.23% Add +321.6% 88,792 $18.4M
CIBC Asset Management Inc 0.06% Add +3.9% 88,203 $18.3M
Clearstead Advisors, LLC 0.28% Reduce -0.2% 86,925 $18.0M
Synovus Financial Corp. 0.21% Reduce -2.3% 86,097 $17.9M
Nisa Investment Advisors, LLC 0.11% Add +8.8% 86,096 $17.9M
Sanctuary Advisors, LLC 0.11% Add +5.5% 79,439 $17.8M
Guardian Capital LP 0.65% Add +0.1% 85,534 $17.8M
Baker Chad R 3.49% No change 85,530 $17.8M
Bailard, Inc. 0.46% Reduce -0.1% 85,394 $17.7M
Cresset Asset Management, LLC 0.07% Reduce -3.2% 84,810 $17.6M
O'shaughnessy Asset Management, LLC 0.16% Reduce -22.2% 81,870 $17.5M
Amalgamated Bank 0.14% Add +3.9% 84,039 $17.4M
IFM Investors Pty Ltd 0.17% Reduce -2.5% 83,943 $17.4M
Caisse de depot et placement du Quebec 0.03% Add +54.0% 83,599 $17.4M
Kestra Advisory Services, LLC 0.10% Reduce -9.0% 83,575 $17.4M
Chesley Taft & Associates LLC 0.82% Reduce -0.1% 83,291 $17.3M
Macquarie Group Ltd. 0.02% Reduce -25.7% 82,786 $17.2M
D.A. Davidson & Co. 0.14% Add +15.4% 81,918 $17.0M
Intech Investment Management LLC 0.19% Add +11.8% 81,101 $16.8M
Nissay Asset Management Corp. /Japan 0.10% Add +0.6% 79,554 $16.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -0.8% 79,500 $16.5M
Erste Asset Management GmbH 0.19% Add +1.9% 79,047 $16.2M
Edge Wealth Management LLC 3.26% Reduce -0.1% 78,204 $16.2M
Quantinno Capital Management LP 0.21% Add +4.8% 78,085 $16.2M
United Bank 1.87% Add +0.2% 77,413 $16.1M
F/m Investments LLC 0.50% Reduce -0.9% 76,836 $16.0M
Private Advisor Group, LLC 0.10% Add +3.0% 75,982 $15.8M
Woodline Partners LP 0.13% New 75,598 $15.7M
American Century Companies Inc. 0.01% Add +11.3% 75,231 $15.6M
Nixon Peabody Trust Co. 1.29% Add +1.3% 74,816 $15.5M
Chartwell Investment Partners, LLC 0.53% Add +4.2% 74,465 $15.5M
Czech National Bank 0.16% Add +7.0% 74,394 $15.4M
MML Investors Services, LLC 0.06% Add +3.9% 74,066 $15.4M
Farmers & Merchants Investments Inc. 0.47% Reduce -0.6% 73,257 $15.2M
Daiwa Securities Group Inc. 0.07% Add +3.5% 73,222 $15.2M
Dakota Wealth Management 0.34% Reduce -16.2% 71,814 $14.9M
TCV Trust & Wealth Management, Inc. 1.29% Reduce -1.8% 69,547 $14.4M
CIBC Private Wealth Group LLC 0.03% Reduce -11.8% 69,518 $14.4M
Atwater Malick LLC 4.62% Add +0.9% 69,127 $14.4M
Clarkston Capital Partners, LLC 0.26% Add +0.1% 68,762 $14.3M
Vestor Capital, LLC 1.12% Add +109.3% 68,621 $14.2M
Prana Capital Management, LP 0.65% New 68,251 $14.2M
Canada Pension Plan Investment Board 0.01% No change 68,063 $14.1M
Waverly Advisors, LLC 0.26% Add +16.8% 67,766 $14.1M
Associated Banc-Corp 0.41% Reduce -1.0% 67,754 $14.1M
Federation des caisses Desjardins du Quebec 0.07% Add +17.7% 67,086 $13.9M
Jamison Private Wealth Management, Inc. 2.11% Add +0.8% 66,855 $13.9M
Utah Retirement Systems 0.16% Add +0.3% 66,328 $13.8M
First Personal Financial Services 2.90% Reduce -1.8% 66,080 $13.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.42% Add +7.7% 65,567 $13.6M
Boothbay Fund Management, LLC 0.45% Add +6490.9% 65,250 $13.5M
Meiji Yasuda Life Insurance Co 0.25% New 64,252 $13.3M
Mirova 2.29% Reduce -0.7% 63,947 $13.3M
Marshall Wace, LLP 0.02% Reduce -30.8% 63,648 $13.2M
Pathstone Holdings, LLC 0.06% Add +9.1% 63,403 $13.2M
United Asset Strategies, Inc. 1.22% Add +2.4% 63,279 $13.1M
Federated Hermes, Inc. 0.03% Add +32.4% 63,035 $13.1M
Thrivent Financial for Lutherans 0.02% Add +27.8% 62,629 $13.0M
West Coast Financial LLC 1.43% Add +0.1% 62,520 $13.0M
Perpetual Ltd 0.14% Reduce -0.3% 62,079 $12.9M
Carmignac Gestion 0.21% Add +19.1% 61,797 $12.8M
First Fiduciary Investment Counsel, Inc. 2.55% Add +1.9% 61,399 $12.7M
Pinnacle Associates Ltd. 0.22% Add +1.6% 71,079 $12.7M
Independent Advisor Alliance 0.46% Add +21.7% 61,187 $12.7M
Blair William & Co. 0.04% Add +1.9% 61,140 $12.7M
Tompkins Financial Corp. 1.22% Add +0.9% 61,117 $12.7M
Kingdon Capital Management, L.L.C. 1.83% Add +9.1% 60,000 $12.5M
Thematics Asset Management 0.49% Add +8.6% 59,548 $12.4M
Crossmark Global Holdings, Inc. 0.22% Reduce -11.4% 59,404 $12.3M
Calamos Wealth Management LLC 0.64% Add +0.5% 59,197 $12.3M
Moors & Cabot, Inc. 0.61% Reduce -1.1% 58,678 $12.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -50.6% 58,672 $12.2M
Colonial Trust Advisors 1.04% Add +1.9% 58,101 $12.1M
Penn Davis McFarland Inc. 1.36% New 58,030 $12.0M
HFR Wealth Management, LLC 2.90% Add +1.0% 57,463 $11.9M
Van Eck Associates Corp. 0.01% Reduce -1.7% 55,927 $11.8M
MassMutual Private Wealth & Trust, FSB 0.34% Reduce -2.4% 56,781 $11.8M
Generate Investment Management Ltd 0.78% No change 56,514 $11.7M
MainStreet Investment Advisors LLC 1.54% Reduce -5.7% 55,928 $11.6M
Public Employees Retirement Association of Colorado 0.05% Reduce -0.0% 55,885 $11.6M
Yousif Capital Management, LLC 0.13% Reduce -1.6% 55,742 $11.6M
TLW Wealth Management, LLC 6.86% Reduce -0.1% 55,605 $11.5M
HRT Financial LP 0.06% Add +69.6% 55,499 $11.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +0.9% 55,203 $11.5M
Envestnet Portfolio Solutions, Inc. 0.04% Add +3.2% 55,097 $11.4M
New York Life Investment Management LLC 0.11% Reduce -2.9% 54,821 $11.4M
Rbo & Co. LLC 1.79% Add +1722.7% 54,681 $11.4M
Vestcor Inc 0.36% No change 54,478 $11.3M
Duff & Phelps Investment Management Co. 0.13% Reduce -0.6% 54,250 $11.3M
Knights of Columbus Asset Advisors LLC 0.74% Reduce -0.9% 54,094 $11.2M
Brown Advisory Inc. 0.01% Reduce -14.5% 53,999 $11.2M
Wealthfront Advisers LLC 0.03% Reduce -4.1% 53,738 $11.2M
First Horizon Advisors, Inc. 0.31% Add +0.9% 53,690 $11.1M
Mercer Global Advisors Inc. 0.03% Reduce -3.0% 53,552 $11.1M
Raymond James Trust N.A. 0.24% Add +3.8% 53,077 $11.0M
NorthCoast Asset Management LLC 0.08% Add +98.8% 57,553 $10.9M
Focus Partners Wealth 0.03% Reduce -66.8% 52,329 $10.9M
Hemenway Trust Co LLC 0.85% Reduce -1.7% 52,026 $10.8M
Cibc World Markets Corp. 0.08% Add +5.3% 51,639 $10.7M
MAI Capital Management 0.10% Reduce -14.1% 51,633 $10.7M
Punch & Associates Investment Management, Inc. 0.60% Reduce -1.0% 51,582 $10.7M
WASHINGTON TRUST Co 0.37% Reduce -4.3% 51,302 $10.7M
CI Investments Inc. 0.04% Add +4.1% 50,816 $10.5M
Susquehanna International Group, LLP 0.02% Reduce -45.4% 50,677 $10.5M
Motco 1.04% Reduce -6.9% 50,305 $10.4M
BLB&B Advisors, LLC 0.53% Reduce -0.4% 49,923 $10.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +18.4% 49,971 $10.3M
Atria Wealth Solutions, Inc. 0.11% Reduce -3.3% 48,788 $10.1M
City Holding Co. 1.39% Reduce -0.3% 48,400 $10.0M
HighPoint Advisor Group LLC 0.58% Reduce -1.2% 46,388 $9.9M
Fulcrum Capital LLC 2.16% Add +0.7% 47,690 $9.9M
State of Alaska, Department of Revenue 0.10% Reduce -5.8% 47,321 $9.8M
MUFG Securities EMEA plc 0.40% New 47,000 $9.8M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -78.4% 47,000 $9.8M
Miramar Capital, LLC 2.27% Add +3.9% 46,765 $9.7M
Sigma Planning Corp 0.30% Reduce -0.5% 46,634 $9.7M
Banque Cantonale Vaudoise 0.40% Add +17.2% 46,618 $9.7M
Hayek Kallen Investment Management 3.42% Reduce -1.0% 46,542 $9.7M
Royal Fund Management, LLC 0.68% Add +89.3% 45,592 $9.6M
Alaska Permanent Fund Corp 0.14% No change 46,109 $9.6M
UMB Bank, n.a. 0.15% Add +47.8% 46,088 $9.6M
Pacer Advisors, Inc. 0.02% Add +9.8% 46,035 $9.6M
Core Alternative Capital 1.82% Add +59.2% 45,287 $9.4M
Carnegie Investment Counsel 0.28% Reduce -3.5% 45,243 $9.4M
Tredje AP-fonden 0.08% No change 45,000 $9.3M
Mutual of America Capital Management LLC 0.10% Reduce -2.3% 44,978 $9.3M
Shelton Capital Management 0.24% Add +45.9% 44,901 $9.3M
Ecofi Investissements SA 6.13% Reduce -5.3% 54,100 $9.3M
Vanguard Personalized Indexing Management, LLC 0.15% Add +3.1% 44,171 $9.2M
Douglass Winthrop Advisors, LLC 0.17% Reduce -0.7% 44,099 $9.2M
Prudential PLC 0.05% Reduce -0.7% 44,069 $9.1M
Burns J W & Co. Inc. 1.19% Reduce -2.1% 43,928 $9.1M
McKinley Carter Wealth Services, Inc. 0.55% Reduce -0.2% 43,697 $9.1M
NewEdge Advisors, LLC 0.06% Add +0.5% 43,631 $9.1M
HB Wealth Management, LLC 0.10% Add +3.2% 42,916 $8.9M
GLOBALT Investments LLC / GA 0.33% Reduce -3.6% 42,860 $8.9M
TSP Capital Management Group, LLC 2.74% Reduce -11.4% 42,690 $8.9M
Huntington National Bank 0.09% Add +4.6% 42,520 $8.8M
First National Trust Co 0.33% Reduce -2.7% 41,738 $8.7M
Buck Wealth Strategies, LLC 2.67% Reduce -12.9% 40,840 $8.5M
Purus Wealth Management, LLC 3.56% Reduce -0.8% 40,446 $8.4M
TCW Group Inc. 0.07% Reduce -11.8% 40,230 $8.4M
Inlet Private Wealth, LLC 2.12% No change 40,181 $8.3M
Crestline Management, L.P. 0.47% New 40,133 $8.3M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 40,000 $8.3M
Palmer Knight Co 3.64% Reduce -0.6% 39,843 $8.3M
Engineers Gate Manager LP 0.16% Add +398.8% 39,203 $8.1M
Elo Mutual Pension Insurance Co 0.17% Add +10.8% 38,093 $7.9M
Sit Investment Associates Inc. 0.18% Reduce -30.8% 37,812 $7.8M
Hamilton Point Investment Advisors, LLC 1.41% Reduce -1.0% 37,754 $7.8M
Sandy Spring Bank 0.32% Reduce -1.3% 37,682 $7.8M
Sienna Gestion 0.52% Add +18.4% 37,542 $7.8M
Williams Jones Wealth Management, LLC. 0.09% Add +25.7% 37,275 $7.7M
Jackson Square Partners, LLC 0.66% Reduce -26.9% 36,641 $7.6M
AE Wealth Management LLC 0.07% Reduce -2.2% 36,326 $7.5M
Hartford Financial Management Inc. 1.53% No change 36,086 $7.5M
Journey Advisory Group, LLC 0.89% No change 34,801 $7.4M
Strategic Advisors LLC 1.36% Add +0.1% 35,028 $7.3M
Tidal Investments LLC 0.08% Reduce -7.9% 34,737 $7.2M
Bard Financial Services, Inc. 0.84% Reduce -35.1% 34,480 $7.2M
Glenmede Trust Co. NA 0.03% Add +5.2% 34,205 $7.1M
Wealth Advisors of Tampa Bay, LLC 2.95% Reduce -1.3% 34,008 $7.1M
Steward Partners Investment Advisory, LLC 0.07% Add +0.7% 33,878 $7.0M
Advisors Asset Management, Inc. 0.13% Add +13.5% 33,667 $7.0M
DLK Investment Management, LLC 2.68% Add +0.6% 33,608 $7.0M
Sand Hill Global Advisors, LLC 0.29% Reduce -0.8% 33,391 $6.9M
DAVENPORT & Co LLC 0.04% Add +3.9% 33,331 $6.9M
WoodTrust Financial Corp 0.98% Add +2.9% 33,231 $6.9M
Aquatic Capital Management LLC 0.18% Add +146.3% 33,000 $6.9M
Northeast Financial Consultants Inc 0.30% Add +0.3% 32,893 $6.8M
Strategic Wealth Investment Group, LLC 0.73% Add +11.7% 32,687 $6.8M
Asset Advisors Investment Management, LLC 0.71% Add +3.6% 32,716 $6.8M
Leavell Investment Management, Inc. 0.34% Reduce -1.6% 32,659 $6.8M
Meiji Yasuda Asset Management Co Ltd. 0.26% Reduce -1.9% 32,526 $6.8M
CIC Wealth, LLC 1.74% Add +1.2% 32,488 $6.7M
Sumitomo Life Insurance Co. 0.13% Reduce -8.2% 32,464 $6.7M
Benjamin Edwards Inc. 0.10% Add +486.9% 32,380 $6.7M
Gulf International Bank (UK) Ltd 0.17% Reduce -4.2% 32,192 $6.7M
Marietta Wealth Management, LLC 0.97% Add +3.5% 32,179 $6.7M
Achmea Investment Management B.V. 0.11% Reduce -9.7% 32,172 $6.7M
Formuepleje A/S 0.34% Add +3.7% 31,957 $6.6M
Sitrin Capital Management LLC 3.31% Reduce -1.0% 31,901 $6.6M
Schnieders Capital Management LLC 1.27% Reduce -3.1% 31,890 $6.6M
RBA Wealth Management, LLC 2.55% Add +0.7% 31,847 $6.6M
First Citizens Bank & Trust Co. 0.14% Add +2.7% 31,647 $6.6M
Palumbo Wealth Management LLC 2.55% Add +1.7% 31,553 $6.6M
LVM Capital Management Ltd. 0.74% No change 30,590 $6.5M
Summit Global Investments 0.42% Add +67.2% 31,367 $6.5M
Keybank National Association 0.03% Add +6.1% 31,287 $6.5M
Oregon Public Employees Retirement Fund 0.12% Reduce -0.3% 31,246 $6.5M
Trust Co. of Vermont 0.32% Add +1.8% 30,647 $6.4M
Windward Capital Management Co. 0.49% Add +0.4% 30,637 $6.4M
Rafferty Asset Management, LLC 0.02% Reduce -2.6% 30,622 $6.4M
Concentric Capital Strategies, LP 0.40% New 30,293 $6.3M
Red Door Wealth Management, LLC 1.04% Add +6.0% 30,162 $6.3M
Hantz Financial Services, Inc. 0.11% Reduce -5.3% 30,091 $6.2M
Anchor Investment Management, LLC 0.59% Reduce -2.6% 30,076 $6.2M
Haverford Trust Co 0.06% Add +0.2% 29,943 $6.2M
Salem Investment Counselors Inc. 0.19% Add +1.5% 29,777 $6.2M
Ascent Wealth Partners, LLC 0.86% Reduce -1.4% 29,774 $6.2M
Trinity Legacy Partners, LLC 1.59% Add +3.8% 28,929 $6.2M
Beacon Pointe Advisors, LLC 0.07% Reduce -2.1% 29,629 $6.2M
Cornerstone Advisors, LLC 0.24% No change 29,400 $6.1M
Arjuna Capital 1.57% Add +0.2% 29,139 $6.0M
Colonial Trust Co / SC 0.93% Add +0.3% 29,013 $6.0M
Impact Asset Management GmbH 2.31% — 28,900 $6.0M
FORA Capital, LLC 0.70% Add +707.5% 28,600 $5.9M
Quantbot Technologies LP 0.23% Add +300.6% 28,478 $5.9M
Donaldson Capital Management, LLC 0.23% Reduce -0.4% 28,462 $5.9M
Chilton Investment Co. Inc. 0.15% Add +0.6% 28,355 $5.9M
ExodusPoint Capital Management, LP 0.06% New 28,352 $5.9M
1832 Asset Management L.P. 0.01% Reduce -4.3% 28,316 $5.9M
Walleye Capital LLC 0.07% Reduce -9.0% 28,225 $5.9M
Exencial Wealth Advisors, LLC 0.21% Reduce -4.4% 28,026 $5.8M
Magnetar Financial LLC 0.15% New 27,939 $5.8M
CFO4Life Group, LLC 1.03% Reduce -0.4% 27,910 $5.8M
QRG Capital Management, Inc. 0.06% Reduce -1.8% 27,857 $5.8M
Kestra Private Wealth Services, LLC 0.11% Add +0.1% 27,844 $5.8M
Pinnacle Financial Partners Inc 0.12% Add +0.9% 27,831 $5.8M
Beacon Financial Group 0.63% Reduce -3.0% 27,775 $5.8M
Miller Howard Investments Inc. 0.18% Add +1.5% 27,680 $5.7M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -6.1% 27,601 $5.7M
LS Investment Advisors, LLC 0.84% Add +0.5% 27,504 $5.7M
Townsquare Capital LLC 0.07% Add +8.5% 27,280 $5.7M
Brookstone Capital Management 0.08% Add +2.2% 27,252 $5.7M
Sandhill Capital Partners LLC 0.40% Add +2.6% 27,221 $5.7M
Regal Investment Advisors LLC 0.40% Add +8.6% 27,167 $5.6M
Integrated Wealth Concepts LLC 0.07% Add +1.1% 27,166 $5.6M
Bar Harbor Wealth Management 0.35% Reduce -3.1% 26,622 $5.5M
Glen Eagle Advisors, LLC 0.93% Add +0.4% 26,461 $5.5M
Bowen Hanes & Co. Inc. 0.14% Add +0.4% 26,411 $5.5M
Hall Laurie J Trustee 1.73% Reduce -0.4% 26,235 $5.4M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -5.2% 26,046 $5.4M
Strategy Asset Managers LLC 1.04% Add +15.3% 25,971 $5.4M
Bradley Foster & Sargent Inc. 0.09% Reduce -1.3% 25,923 $5.4M
CENTRAL TRUST Co 0.13% Add +0.3% 25,797 $5.4M
Kentucky Retirement Systems 0.16% Reduce -7.5% 25,442 $5.3M
Jefferies Financial Group Inc. 0.09% Add +58.6% 25,400 $5.3M
Principle Wealth Partners LLC 0.37% Reduce -5.3% 24,995 $5.2M
NTV Asset Management LLC 0.69% Reduce -0.2% 24,886 $5.2M
&partners 0.10% Add +123.3% 24,850 $5.2M
McDonough Capital Management, Inc 3.53% Add +2.8% 24,694 $5.1M
PGGM Investments 0.07% No change 24,567 $5.1M
Westhampton Capital, LLC 2.57% No change 24,420 $5.1M
Bokf, NA 0.09% Reduce -4.7% 24,115 $5.0M
Denali Advisors LLC 0.54% New 24,202 $5.0M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -42.8% 23,948 $5.0M
Garrison Asset Management, LLC 2.52% Reduce -4.5% 23,948 $5.0M
Mizuho Securities USA LLC 0.11% Reduce -15.8% 23,681 $4.9M
Great Lakes Advisors, LLC 0.04% Add +26.5% 23,454 $4.9M
Global Retirement Partners, LLC 0.15% Reduce -1.4% 23,374 $4.9M
LGT Fund Management Co Ltd. 0.50% Add +36.3% 23,390 $4.8M
Walleye Trading LLC 0.12% Reduce -27.3% 23,233 $4.8M
Stanley-Laman Group, Ltd. 0.62% Reduce -3.1% 23,175 $4.8M
Atria Investments, Inc 0.06% Reduce -17.4% 23,104 $4.8M
Mitchell Capital Management Co. 0.84% Add +0.1% 23,101 $4.8M
Advisory Services Network, LLC 0.10% No change 22,461 $4.8M
Hartford Investment Management Co. 0.16% Reduce -1.9% 22,951 $4.8M
Maryland State Retirement & Pension System 0.10% Reduce -26.6% 22,935 $4.8M
Siemens Fonds Invest GmbH 0.38% Add +0.8% 22,800 $4.7M
Ieq Capital, LLC 0.06% Add +9.0% 22,736 $4.7M
Patrick Mauro Investment Advisor, INC. 2.49% Add +2.7% 22,724 $4.7M
Rockline Wealth Management, LLC 1.33% Add +2.9% 22,692 $4.7M
NewEdge Wealth, LLC 0.08% Add +72.5% 22,446 $4.7M
UniSuper Management Pty Ltd 0.04% Add +11.7% 22,444 $4.7M
Procyon Advisors, LLC 0.32% Add +2.6% 22,416 $4.7M
Harbour Investment Management LLC 2.05% Add +0.7% 22,245 $4.6M
Moran Wealth Management, LLC 0.14% Reduce -0.3% 22,180 $4.6M
Trust Co. of Toledo NA 0.62% Add +2.3% 22,155 $4.6M
First National Bank of Omaha 0.29% Reduce -8.6% 22,148 $4.6M
Chapman Investment Management, LLC 3.34% Add +0.2% 22,039 $4.6M
Pinkerton Wealth, LLC 0.66% Add +2.3% 21,861 $4.5M
Evergreen Private Wealth LLC 2.10% Add +1.4% 21,861 $4.5M
Coastline Trust Co 0.53% Add +2.3% 21,535 $4.5M
Amica Mutual Insurance Co. 0.43% No change 21,510 $4.5M
Belpointe Asset Management LLC 0.27% Add +2.2% 21,473 $4.5M
Telos Capital Management, Inc. 0.47% Reduce -0.6% 21,423 $4.4M
Faithward Advisors, LLC 0.77% Reduce -2.5% 21,402 $4.4M
Radnor Capital Management, LLC 0.66% Add +17.3% 21,256 $4.4M
Composition Wealth, LLC 0.10% Add +6.7% 21,245 $4.4M
Romano Brothers and Company 0.55% Reduce -0.1% 21,233 $4.4M
Rakuten Investment Management, Inc. 0.03% Add +33.1% 21,349 $4.4M
Tower Bridge Advisors 0.46% Add +16.6% 21,022 $4.4M
Wealthcare Advisory Partners LLC 0.12% Add +1.8% 20,909 $4.3M
Lombard Odier Asset Management (Switzerland) SA 0.36% Reduce -13.2% 20,904 $4.3M
Conning Inc. 0.15% Reduce -1.0% 20,870 $4.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.45% New 20,782 $4.3M
Jacobi Capital Management LLC 0.33% Add +4.4% 20,749 $4.3M
Prime Capital Investment Advisors, LLC 0.06% Reduce -1.8% 20,734 $4.3M
Mission Creek Capital Partners, Inc. 1.00% Reduce -0.4% 20,607 $4.3M
Louisiana State Employees Retirement System 0.08% No change 20,600 $4.3M
Community Financial Services Group, LLC 0.86% Add +2.1% 20,341 $4.2M
Axiom Advisory, LLC 0.04% Add +3.3% 20,160 $4.2M
Securian Asset Management, Inc. 0.12% Reduce -3.8% 20,191 $4.2M
Lakeside Advisors, INC. 2.63% No change 20,181 $4.2M
NBW Capital LLC 0.79% Add +1.8% 20,123 $4.2M
Opus Investment Management Inc. 2.92% No change 20,000 $4.2M
Concurrent Investment Advisors, LLC 0.12% Reduce -21.4% 19,981 $4.1M
Dynamic Advisor Solutions LLC 0.12% Add +0.7% 19,945 $4.1M
River Wealth Advisors LLC 0.55% Add +7.7% 19,853 $4.1M
Wambolt & Associates, LLC 1.13% Reduce -1.2% 19,795 $4.1M
Clearstead Trust, LLC 0.98% Add +1.0% 19,721 $4.1M
First National Bank of Mount Dora, Trust Investment Services 0.93% Reduce -1.9% 19,712 $4.1M
EagleClaw Capital Managment, LLC 0.68% No change 19,671 $4.1M
Signet Investment Advisory Group, Inc. 2.04% Add +1.7% 19,618 $4.1M
Ingalls & Snyder LLC 0.16% No change 19,611 $4.1M
Becker Capital Management Inc. 0.13% Add +4.1% 19,591 $4.1M
Tiaa Trust, National Association 0.01% Add +0.7% 19,565 $4.1M
First National Advisers, LLC 0.65% Add +3.3% 19,562 $4.1M
Perigon Wealth Management, LLC 0.11% New 19,552 $4.1M
Jump Financial, LLC 0.08% Reduce -39.1% 19,294 $4.0M
Money Concepts Capital Corp. 0.30% Add +4.8% 19,286 $4.0M
Apollon Wealth Management, LLC 0.11% Reduce -2.9% 19,281 $4.0M
Advisors Management Group Inc. 0.94% Reduce -0.4% 19,177 $4.0M
Vista Investment Partners LLC 1.26% Add +58.8% 19,022 $3.9M
Baker Avenue Asset Management, LP 0.12% Reduce -2.3% 18,965 $3.9M
Richard Bernstein Advisors LLC 0.08% No change 18,786 $3.9M
Providence Wealth Advisors, LLC 2.88% Add +0.4% 18,427 $3.9M
Ethic Inc. 0.10% Reduce -7.2% 18,220 $3.9M
Great Diamond Partners, LLC 0.98% Reduce -14.7% 18,637 $3.9M
Ritholtz Wealth Management 0.12% Reduce -1.6% 18,407 $3.8M
Motley Fool Asset Management LLC 0.23% Add +5.6% 18,365 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +11.7% 18,403 $3.8M
Greenland Capital Management LP 0.69% Add +11.3% 18,340 $3.8M
Hennion & Walsh Asset Management, Inc. 0.18% Add +43.8% 18,323 $3.8M
Choreo, LLC 0.06% Add +5.9% 18,272 $3.8M
Campbell & CO Investment Adviser LLC 0.28% Reduce -33.4% 18,291 $3.8M
Illinois Municipal Retirement Fund 0.05% No change 18,266 $3.8M
Alkeme Wealth, LLC 1.68% Reduce -0.2% 18,225 $3.8M
Shell Asset Management Co. 0.17% — 18,150 $3.8M
Old Port Advisors 1.04% Reduce -1.8% 18,029 $3.7M
Atom Investors LP 0.39% Add +110.0% 17,958 $3.7M
New Mexico Educational Retirement Board 0.13% Reduce -3.3% 17,866 $3.7M
Bfsg, LLC 0.43% Reduce -0.9% 17,719 $3.7M
Jane Street Group, LLC 0.01% Reduce -87.4% 17,703 $3.7M
Boston Family Office LLC 0.25% Reduce -0.1% 17,622 $3.7M
Stratos Investment Management, LLC 0.25% Add +3.4% 17,512 $3.6M
Home Federal Bank of Tennessee 1.04% Reduce -0.3% 17,447 $3.6M
Webster Bank, N. A. 0.38% Reduce -2.4% 17,326 $3.6M
CX Institutional 0.16% Reduce -4.5% 17,189 $3.6M
Bridges Investment Management Inc. 0.05% Add +0.1% 17,058 $3.5M
PICTET BANK & TRUST Ltd 3.57% No change 17,000 $3.5M
Natixis Investment Managers International 0.25% Reduce -0.4% 16,978 $3.5M
Lido Advisors, LLC 0.03% Reduce -15.4% 16,941 $3.5M
RB Capital Management, LLC 0.86% Reduce -4.2% 16,795 $3.5M
Octavia Wealth Advisors, LLC 0.43% Reduce -6.5% 16,727 $3.5M
Alps Advisors Inc. 0.02% Reduce -26.1% 16,679 $3.5M
Aull & Monroe Investment Management Corp 1.60% No change 16,594 $3.4M
OMERS ADMINISTRATION Corp 0.03% Add +18.6% 16,581 $3.4M
1ST Source Bank 0.19% Add +3.3% 16,578 $3.4M
EP Wealth Advisors, LLC 0.03% Add +19.6% 16,470 $3.4M
Burke & Herbert Bank & Trust Co. 0.79% Reduce -2.8% 16,445 $3.4M
Brown Shipley& Co Ltd 1.67% Reduce -5.8% 16,363 $3.4M
Scott & Selber, Inc. 1.05% Reduce -0.5% 16,334 $3.4M
Liberty Wealth Management LLC 0.58% Reduce -0.0% 16,335 $3.4M
Norinchukin Bank, The 0.08% Add +0.7% 16,234 $3.4M
Cary Street Partners Investment Advisory LLC 0.12% Add +3.7% 16,137 $3.4M
NEOS Investment Management LLC 0.10% Add +25.3% 16,084 $3.3M
Keebeck Wealth Management 0.48% No change 16,056 $3.3M
Stonegate Investment Group, LLC 0.09% Add +0.0% 16,013 $3.3M
Munro Partners 0.12% Add +55.0% 15,948 $3.3M
Sterling Capital Management LLC 0.04% — 15,943 $3.3M
E. Ohman J:or Asset Management AB 0.08% Reduce -8.3% 15,837 $3.3M
Beta Wealth Group, Inc. 1.48% Add +10.8% 15,767 $3.3M
Silphium Asset Management Ltd 1.18% No change 15,753 $3.3M
Chicago Capital, LLC 0.09% Add +0.1% 15,688 $3.3M
First Trust Direct Indexing L.P. 0.17% Add +7.4% 15,538 $3.2M
Woodmont Investment Counsel LLC 0.24% Reduce -2.0% 15,439 $3.2M
Toth Financial Advisory Corp. 0.38% Add +5.0% 15,425 $3.2M
SeaCrest Wealth Management, LLC 0.34% Add +0.2% 15,316 $3.2M
Compass Wealth Management LLC 0.74% Reduce -0.5% 15,231 $3.2M
North Star Investment Management Corp. 0.22% Reduce -0.5% 15,228 $3.2M
Forte Capital LLC 0.36% Reduce -0.9% 15,156 $3.1M
Coldstream Capital Management Inc. 0.07% Add +10.8% 15,034 $3.1M
Graphene Investments SAS 2.01% Reduce -9.6% 15,100 $3.1M
Rowlandmiller & Partners.adv 0.64% No change 15,088 $3.1M
Wesleyan Assurance Society 0.25% No change 15,091 $3.1M
Praxis Investment Management Inc. 0.20% No change 15,064 $3.1M
Midwest Professional Planners, LTD. 0.95% Add +1.8% 14,986 $3.1M
Accurate Wealth Management, LLC 0.62% Reduce -4.0% 14,489 $3.1M
Groupama Asset Managment 0.08% Add +40.3% 18,472 $3.1M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -5.2% 14,804 $3.1M
United Capital Financial Advisors, LLC 0.03% Add +4.2% 14,776 $3.1M
Equitable Holdings, Inc. 0.03% Add +22.7% 14,769 $3.1M
Mesirow Financial Investment Management, Inc. 0.06% Add +217.2% 14,764 $3.1M
Mitchell & Pahl Private Wealth, LLC 1.42% Add +0.7% 14,740 $3.1M
Guardian Wealth Management, Inc. 2.15% Add +0.8% 14,668 $3.0M
Resources Management Corp. /CT/ 0.41% Add +9.8% 14,644 $3.0M
Wedge Capital Management L L P 0.05% Reduce -0.9% 14,632 $3.0M
Pettee Investors, Inc. 1.47% No change 14,553 $3.0M
Snowden Capital Advisors LLC 0.09% Reduce -22.5% 14,289 $3.0M
Family Legacy, Inc. 0.99% Add +2.6% 14,283 $3.0M
Argent Trust Co 0.12% Reduce -10.8% 14,220 $3.0M
East Coast Asset Management, LLC. 0.97% Reduce -2.5% 14,101 $2.9M
Axxcess Wealth Management, LLC 0.07% Reduce -4.9% 14,089 $2.9M
Whittier Trust Co. 0.04% Add +1.6% 14,060 $2.9M
L & S Advisors Inc 0.34% Add +0.8% 14,025 $2.9M
Ameliora Wealth Management Ltd. 1.21% Add +1.9% 13,939 $2.9M
Swiss Life Asset Management Ltd 0.03% Reduce -56.6% 13,905 $2.9M
Kingswood Wealth Advisors, LLC 0.21% Add +13.2% 13,864 $2.9M
KKM Financial LLC 1.41% Add +6.0% 13,722 $2.8M
Obermeyer Wealth Partners 0.15% Add +0.7% 13,648 $2.8M
Guyasuta Investment Advisors Inc. 0.17% Reduce -10.0% 13,597 $2.8M
Pathway Financial Advisers, LLC 1.27% Reduce -5.2% 13,498 $2.8M
Monograph Wealth Advisors, LLC 0.36% Reduce -0.7% 13,449 $2.8M
Greenleaf Trust 0.02% Add +8.5% 13,436 $2.8M
SpiderRock Advisors, LLC 0.06% Add +1.0% 13,424 $2.8M
Sowell Financial Services LLC 0.13% Reduce -36.0% 13,375 $2.8M
Outfitters Financial LLC 2.29% Reduce -7.5% 13,371 $2.8M
G&S Capital LLC 1.16% Add +0.8% 13,352 $2.8M
Naples Global Advisors, LLC 0.26% Reduce -0.1% 13,352 $2.8M
OneDigital Investment Advisors LLC 0.03% Add +7.3% 13,258 $2.8M
Covenant Asset Management, LLC 0.61% Reduce -3.4% 13,254 $2.8M
Ostrum Asset Management 0.23% Add +0.1% 13,234 $2.7M
Grandview Asset Management LLC 1.57% Add +0.1% 13,193 $2.7M
Allworth Financial LP 0.02% Reduce -3.8% 13,177 $2.7M
Headlands Technologies LLC 0.31% New 13,092 $2.7M
Raab & Moskowitz Asset Management LLC 0.69% Reduce -2.6% 13,088 $2.7M
NorthCrest Asset Manangement, LLC 0.08% Add +10.7% 13,087 $2.7M
CHB Investment Group, LLC 1.44% — 13,030 $2.7M
Viking Fund Management LLC 0.44% No change 13,000 $2.7M
Harbour Capital Advisors, LLC 0.62% Reduce -0.5% 12,703 $2.7M
Keeler Thomas Management LLC 0.85% Reduce -1.6% 12,910 $2.7M
Prosperity Consulting Group, LLC 0.21% Add +963.1% 12,874 $2.7M
Empirical Finance, LLC 0.16% Add +2.0% 12,868 $2.7M
Aaron Wealth Advisors LLC 0.32% Add +1.8% 12,860 $2.7M
Metis Global Partners, LLC 0.08% Add +2.1% 12,815 $2.7M
Independent Financial Group, LLC 0.10% Reduce -8.6% 12,805 $2.7M
Adapt Wealth Advisors, LLC 1.42% Add +0.0% 12,764 $2.6M
Ashton Thomas Private Wealth, LLC 0.14% Add +2.1% 12,752 $2.6M
Waldron Private Wealth LLC 0.11% Add +0.4% 12,727 $2.6M
McIlrath & Eck, LLC 0.34% Add +0.7% 12,706 $2.6M
Transform Wealth, LLC 0.17% Reduce -1.8% 12,693 $2.6M
Stratos Wealth Partners, LTD. 0.04% Reduce -6.4% 12,660 $2.6M
Bleakley Financial Group, LLC 0.08% Reduce -13.2% 12,631 $2.6M
Lecap Asset Management Ltd. 0.56% New 12,604 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Add +1.1% 12,503 $2.6M
International Assets Investment Management, LLC 0.21% Add +355.3% 12,484 $2.6M
American State Bank (Iowa) 1.57% Reduce -0.3% 12,415 $2.6M
Fiduciary Trust Co 0.04% Add +0.1% 12,394 $2.6M
J.W. Cole Advisors, Inc. 0.11% Add +77.4% 12,298 $2.6M
LGT Group Foundation 0.04% Add +40.0% 12,253 $2.5M
Syntax Research, Inc. 1.70% Add +502.8% 12,086 $2.5M
Tobam 0.46% Add +25.1% 12,080 $2.5M
Aviso Financial Inc. 0.12% Add +6.8% 12,079 $2.5M
Trium Capital LLP 1.15% Add +33.6% 12,031 $2.5M
Hartline Investment Corp./ 0.31% No change 12,023 $2.5M
Caldwell Trust Co 0.26% Add +3.1% 12,019 $2.5M
Nikulski Financial, Inc. 0.75% Add +12.9% 12,007 $2.5M
Kingsview Wealth Management, LLC 0.05% Add +6.2% 11,992 $2.5M
Norris Perne & French LLP 0.17% No change 11,981 $2.5M
First PREMIER Bank 0.62% Add +0.2% 11,973 $2.5M
Confluence Wealth Services, Inc. 0.18% Add +27.9% 11,923 $2.5M
Horizon Investments, LLC 0.07% Reduce -4.0% 11,922 $2.5M
L. Roy Papp & Associates, LLP 0.30% No change 11,847 $2.5M
South Dakota Investment Council 0.05% No change 11,805 $2.5M
Field & Main Bank 0.87% Reduce -0.0% 11,770 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -1.6% 11,757 $2.4M
UNIVEST FINANCIAL Corp 0.16% Add +520.0% 11,680 $2.4M
Delta Asset Management LLC 0.21% Reduce -4.4% 11,663 $2.4M
Baldwin Investment Management, LLC 0.30% Reduce -6.0% 11,641 $2.4M
Argyle Capital Management, LLC 0.96% Reduce -3.7% 11,633 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.4% 11,574 $2.4M
Legacy Advisors, LLC 0.26% Add +4.5% 11,522 $2.4M
Dohj, LLC 0.56% Add +0.7% 11,501 $2.4M
Aries Wealth Management 0.65% Add +30.6% 11,471 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Add +491.6% 11,435 $2.4M
Koshinski Asset Management, Inc. 0.21% Reduce -5.2% 11,427 $2.4M
Mechanics Bank Trust Department 0.31% Reduce -0.4% 11,379 $2.4M
Diversify Wealth Management, LLC 0.23% Reduce -24.9% 11,112 $2.4M
Insight Wealth Strategies, LLC 0.31% Add +2.1% 11,249 $2.3M
Public Sector Pension Investment Board 0.01% Add +21.7% 11,235 $2.3M
Robertson Stephens Wealth Management, LLC 0.09% Add +0.8% 11,215 $2.3M
IAM Advisory, LLC 0.59% Reduce -0.9% 11,215 $2.3M
Aldebaran Financial Inc. 2.74% Add +4.6% 11,210 $2.3M
Natixis 0.01% Reduce -97.3% 11,206 $2.3M
WT Wealth Management 0.74% Add +4.8% 10,835 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +7.1% 11,087 $2.3M
Hunter Associates Investment Management LLC 0.36% Reduce -1.4% 11,043 $2.3M
Mutual Advisors, LLC 0.07% Add +2.1% 10,927 $2.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.55% Add +2.5% 10,885 $2.3M
Sonora Investment Management Group, LLC 0.17% Add +0.1% 10,824 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.16% Reduce -8.2% 10,813 $2.2M
Orser Capital Management, LLC 1.60% No change 10,796 $2.2M
Adirondack Trust Co. 0.86% Reduce -0.7% 10,781 $2.2M
Rothschild Investment LLC 0.15% Reduce -18.7% 10,715 $2.2M
Weaver Capital Management LLC 0.67% Reduce -10.9% 10,710 $2.2M
CGN Advisors LLC 0.22% Add +6.0% 10,710 $2.2M
Ancora Advisors LLC 0.05% Reduce -2.8% 10,591 $2.2M
TKG Advisors, LLC 1.07% Add +5.8% 10,494 $2.2M
LMCG Investments, LLC 0.13% Add +21.1% 10,483 $2.2M
Oppenheimer Asset Management Inc. 0.03% Add +26.6% 10,464 $2.2M
GFS Advisors, LLC 0.46% Add +2885.7% 10,450 $2.2M
Garner Asset Management Corp 0.74% Add +6.6% 10,420 $2.2M
Leonteq Securities AG 0.25% Add +56.7% 10,418 $2.2M
YHB Investment Advisors, Inc. 0.18% Reduce -5.6% 10,381 $2.2M
Flagship Harbor Advisors, LLC 0.12% Add +4.5% 10,340 $2.1M
Castle Rock Wealth Management, LLC 0.51% Add +1.5% 10,372 $2.1M
Little House Capital LLC 0.61% Add +10.3% 10,193 $2.1M
Ballentine Partners, LLC 0.04% Reduce -0.4% 10,189 $2.1M
Hudson Bay Capital Management LP 0.02% New 10,000 $2.1M
Prospera Financial Services Inc 0.05% Add +23.7% 9,896 $2.1M
Focus Financial Network, Inc. 0.08% Reduce -3.8% 9,860 $2.0M
HMS Capital Management, LLC 1.00% Add +6.7% 9,798 $2.0M
Mgo One Seven LLC 0.09% Reduce -0.7% 9,788 $2.0M
Schulhoff & Co. Inc. 0.84% Add +1.4% 9,731 $2.0M
One Capital Management, LLC 0.06% Reduce -7.9% 9,681 $2.0M
Hudson Canyon Capital Management 1.30% No change 9,668 $2.0M
IHT Wealth Management, LLC 0.06% Add +9.7% 9,661 $2.0M
Edmond DE Rothschild Holding S.A. 0.03% Add +21.6% 9,634 $2.0M
Canton Hathaway, LLC 0.50% No change 9,593 $2.0M
Focus Partners Advisor Solutions, LLC 0.04% Add +2.1% 9,581 $2.0M
Bell Bank 0.23% No change 9,562 $2.0M
Accretive Wealth Partners, LLC 0.83% Reduce -1.7% 9,553 $2.0M
Vest Financial, LLC 0.04% Add +201.1% 9,504 $2.0M
Harbour Investments, Inc. 0.06% Reduce -0.5% 9,491 $2.0M
Patrick M Sweeney & Associates, Inc. 1.45% Reduce -0.3% 9,484 $2.0M
Thoroughbred Financial Services, LLC 0.13% Add +0.9% 9,455 $2.0M
Valeo Financial Advisors, LLC 0.06% Reduce -1.1% 9,445 $2.0M
Aptus Capital Advisors, LLC 0.03% Add +4.4% 9,416 $2.0M
Azzad Asset Management Inc. 0.22% Reduce -1.0% 9,414 $2.0M
World Investment Advisors 0.06% Add +245.6% 9,413 $2.0M
Great Valley Advisor Group, Inc. 0.05% Add +1.1% 9,413 $2.0M
Parsons Capital Management Inc. 0.12% Reduce -1.8% 9,360 $1.9M
Columbia Asset Management 0.34% No change 9,335 $1.9M
Paragon Private Wealth Management, LLC 0.96% Add +4.9% 9,329 $1.9M
Wedbush Securities Inc. 0.07% Reduce -4.6% 9,308 $1.9M
Cohen Klingenstein LLC 0.07% No change 9,300 $1.9M
Capital International, Inc. 0.02% Add +5.0% 9,275 $1.9M
Quantitative Investment Management, LLC 0.19% Reduce -71.6% 9,240 $1.9M
Wellington Shields & Co., LLC 0.58% Add +0.0% 9,220 $1.9M
Godshalk Welsh Capital Management, Inc. 1.21% Reduce -0.3% 9,195 $1.9M
Mitchell Sinkler & Starr 0.48% Add +3.6% 10,297 $1.9M
SteelPeak Wealth, LLC 0.08% Add +0.4% 9,128 $1.9M
Oddo BHF Asset Management Sas 0.09% — 9,045 $1.9M
iA Global Asset Management Inc. 0.03% Reduce -85.9% 9,003 $1.9M
AlphaQuest LLC 0.17% Reduce -13.3% 8,979 $1.9M
Citizens Financial Group Inc. 0.04% Add +8.9% 8,890 $1.8M
TD Private Client Wealth LLC 0.05% Reduce -1.6% 8,862 $1.8M
JGP Wealth Management, LLC 0.24% Reduce -1.2% 8,829 $1.8M
Capital Investment Advisors, LLC 0.04% Add +1.9% 8,820 $1.8M
Meridian Wealth Management, LLC 0.09% Add +0.3% 8,812 $1.8M
Oak Asset Management, LLC 0.65% Add +0.1% 8,807 $1.8M
Buckingham Capital Management, Inc. 0.21% Add +0.8% 8,781 $1.8M
Sound View Wealth Advisors Group, LLC 0.15% Add +2.0% 8,772 $1.8M
Chicago Partners Investment Group LLC 0.06% Add +11.3% 8,581 $1.8M
Bison Wealth, LLC 0.29% Reduce -17.0% 8,729 $1.8M
Armstrong Advisory Group, Inc. 0.15% No change 8,728 $1.8M
Institute for Wealth Management, LLC. 0.23% Reduce -1.0% 8,724 $1.8M
Roanoke Asset Management Corp./ NY 0.58% Reduce -0.6% 8,710 $1.8M
Panagora Asset Management Inc. 0.01% Reduce -55.0% 8,695 $1.8M
Private Trust Co. NA 0.18% Reduce -0.3% 8,639 $1.8M
Ossiam 0.03% Reduce -44.6% 8,611 $1.8M
Nvwm, LLC 0.45% Add +4.2% 8,608 $1.8M
Vident Advisory, LLC 0.04% Reduce -7.7% 8,596 $1.8M
Ontario Teachers Pension Plan Board 0.02% Reduce -43.5% 8,583 $1.8M
Parallel Advisors, LLC 0.04% Add +2.6% 8,574 $1.8M
Clare Market Investments LLC 0.46% Add +30.3% 8,499 $1.8M
Essex LLC 0.36% No change 8,495 $1.8M
Garrison Point Advisors, LLC 1.09% Reduce -0.8% 8,475 $1.8M
Signaturefd, LLC 0.03% Add +1.6% 8,462 $1.8M
Iowa State Bank 0.36% New 8,447 $1.8M
MBM Wealth Consultants, LLC 0.55% Add +5.7% 8,407 $1.7M
Aspen Investment Management Inc 0.81% Reduce -0.3% 8,363 $1.7M
Independence Bank of Kentucky 0.37% Add +9.3% 8,323 $1.7M
OmniStar Financial Group, Inc. 1.29% New 8,295 $1.7M
Arrow Financial Corp 0.16% No change 8,299 $1.7M
Oxbow Advisors, LLC 0.18% No change 8,275 $1.7M
Quadrant Capital Group LLC 0.12% Reduce -1.3% 8,242 $1.7M
O'Brien Greene & Co. Inc 0.53% Reduce -0.3% 8,200 $1.7M
IFP Advisors, Inc 0.06% Add +46.5% 8,182 $1.7M
Diversify Advisory Services, LLC 0.09% Reduce -7.6% 8,042 $1.7M
Bank of New Hampshire 0.43% Reduce -1.0% 8,175 $1.7M
Powers Advisory Group, LLC 0.85% Add +0.3% 8,171 $1.7M
Evoke Wealth, LLC 0.05% New 8,156 $1.7M
Griffin Asset Management, Inc. 0.19% Add +0.5% 8,103 $1.7M
Epoch Investment Partners, Inc. 0.01% Reduce -89.6% 8,087 $1.7M
Cim Investment Management Inc. 0.50% Reduce -2.3% 8,077 $1.7M
AlphaMark Advisors, LLC 0.58% Reduce -9.5% 8,055 $1.7M
Correct Capital Wealth Management 0.37% Add +23.3% 8,011 $1.7M
Wolverine Asset Management LLC 0.17% Reduce -33.3% 8,000 $1.7M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -11.1% 8,000 $1.7M
Spire Wealth Management 0.06% Add +12.2% 7,953 $1.7M
Lederer & Associates Investment Counsel 1.16% Reduce -17.4% 7,950 $1.6M
First Hawaiian Bank 0.05% Add +144.6% 7,931 $1.6M
Comprehensive Financial Consultants Institutional, Inc. 0.60% Reduce -1.4% 7,928 $1.6M
Boston Financial Mangement LLC 0.05% Reduce -0.5% 7,876 $1.6M
Arkadios Wealth Advisors 0.09% Add +21.0% 7,842 $1.6M
Frank, Rimerman Advisors LLC 0.12% Reduce -2.6% 7,833 $1.6M
Level Four Advisory Services, LLC 0.07% Add +1.4% 7,527 $1.6M
RMR Wealth Builders 0.17% Add +2.8% 7,825 $1.6M
Blodgett Wealth Advisors, LLC 1.36% Reduce -11.3% 7,811 $1.6M
Alpine Woods Capital Investors, LLC 0.28% Reduce -41.7% 7,201 $1.6M
McRae Capital Management Inc. 0.31% Add +0.7% 7,585 $1.6M
Empowered Funds, LLC 0.02% Add +7.2% 7,561 $1.6M
Ascent Group, LLC 0.12% Reduce -2.4% 7,490 $1.6M
Ironwood Investment Counsel, LLC 0.26% Reduce -1.6% 7,486 $1.6M
Caprock Group, LLC 0.06% Add +3.9% 7,463 $1.5M
First Manhattan Co. Llc. 0.00% No change 7,422 $1.5M
WBH Advisory Inc. 0.15% Reduce -1.1% 7,380 $1.5M
Ameritas Advisory Services, LLC 0.07% Reduce -19.8% 7,377 $1.5M
Luts & Greenleigh Group, Inc. 1.47% Add +0.1% 7,361 $1.5M
FRG Family Wealth Advisors LLC 0.27% No change 7,332 $1.5M
Aviance Capital Partners, LLC 0.20% Reduce -0.0% 7,314 $1.5M
United Capital Management of KS, Inc. 0.33% Add +2.1% 7,312 $1.5M
Mystic Asset Management, Inc. 0.57% Reduce -2.7% 7,300 $1.5M
AlphaCore Capital LLC 0.34% Add +22.0% 7,276 $1.5M
Kathmere Capital Management, LLC 0.14% Add +2.5% 7,261 $1.5M
West Family Investments, Inc. 0.51% Reduce -0.4% 7,235 $1.5M
Jennison Associates LLC 0.00% Add +1.4% 7,222 $1.5M
Norden Group LLC 0.18% Add +335.1% 7,205 $1.5M
Meeder Advisory Services, Inc. 0.10% Add +3.4% 7,189 $1.5M
Fayez Sarofim & Co 0.00% No change 7,187 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.2% 7,147 $1.5M
Sage Investment Advisers LLC 1.55% Reduce -1.3% 7,132 $1.5M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -4.0% 7,125 $1.5M
PFG Investments, LLC 0.10% Add +0.3% 7,108 $1.5M
Evercore Wealth Management, LLC 0.02% No change 7,105 $1.5M
Gryphon Financial Partners LLC 0.20% Add +7.5% 7,105 $1.5M
Kirtland Hills Capital Management, LLC 0.81% Add +1.9% 7,092 $1.5M
Old National Bancorp 0.03% Add +14.0% 7,071 $1.5M
Boston Trust Walden Corp 0.01% Reduce -3.4% 7,034 $1.5M
Diversified Trust Co. 0.04% Add +40.2% 7,031 $1.5M
Strategic Wealth Partners, Ltd. 0.14% Add +5.5% 7,020 $1.5M
Prairie Sky Financial Group LLC 0.82% No change 6,962 $1.4M
Northwest Bancshares, Inc. 0.25% Reduce -1.7% 6,932 $1.4M
Western Wealth Management, LLC 0.08% Add +4.0% 6,894 $1.4M
Jones Financial Companies LLLP 0.00% Add +179.2% 6,912 $1.4M
Legacy Bridge, LLC 0.76% No change 6,834 $1.4M
Hilltop Holdings Inc. 0.09% Add +27.7% 6,834 $1.4M
Unique Wealth, LLC 0.32% Reduce -0.1% 6,818 $1.4M
Welch Group, LLC 0.06% No change 6,788 $1.4M
Neo Ivy Capital Management 0.46% New 6,778 $1.4M
Verition Fund Management LLC 0.01% Reduce -22.5% 6,777 $1.4M
Stiles Financial Services Inc 0.49% Add +0.1% 6,771 $1.4M
Counterweight Ventures, LLC 0.99% Reduce -0.8% 6,762 $1.4M
Centiva Capital, LP 0.06% New 6,734 $1.4M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -0.2% 6,729 $1.4M
Checchi Capital Advisers, LLC 0.10% Reduce -0.0% 6,723 $1.4M
Graypoint LLC 0.09% Add +3.0% 6,699 $1.4M
Sheaff Brock Investment Advisors, LLC 0.12% Add +0.3% 6,688 $1.4M
GAMMA Investing LLC 0.14% Add +23.8% 6,686 $1.4M
Summit Trail Advisors, LLC 0.03% Add +7.1% 6,672 $1.4M
Cannell & Spears LLC 0.03% Reduce -0.8% 6,650 $1.4M
Sterling Investment Management, LLC 1.04% Reduce -5.5% 6,625 $1.4M
Mainstay Capital Management LLC 0.23% Add +15.5% 6,618 $1.4M
Tandem Capital Management Corp. 0.72% Add +18.5% 6,589 $1.4M
Sky Investment Group LLC 0.25% New 6,578 $1.4M
Jaffetilchin Investment Partners, LLC 0.10% Reduce -1.5% 6,577 $1.4M
Secured Retirement Advisors, LLC 0.97% Add +4.7% 6,515 $1.4M
Baker Ellis Asset Management LLC 0.19% Reduce -2.4% 6,506 $1.4M
Payden & Rygel 0.10% Add +41.3% 6,500 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -5.4% 6,452 $1.3M
Quadcap Wealth Management, LLC 0.21% Add +16.6% 6,452 $1.3M
Fisher Asset Management 0.00% Reduce -15.5% 6,424 $1.3M
PKO Investment Management Joint-Stock Co 0.16% Reduce -59.7% 6,412 $1.3M
VeraBank, N.A. 0.39% Reduce -0.3% 6,407 $1.3M
McDaniel Terry & Co. 0.11% Reduce -0.1% 6,400 $1.3M
NorthRock Partners, LLC 0.04% Add +3.1% 6,403 $1.3M
Founders Financial Securities LLC 0.12% Add +1.2% 6,354 $1.3M
BayBridge Capital Group, LLC 0.95% Reduce -1.3% 6,341 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Reduce -1.7% 6,339 $1.3M
Clear Creek Financial Management, LLC 0.15% Add +9.7% 6,320 $1.3M
Commonwealth Retirement Investments LLC 0.55% No change 6,311 $1.3M
J. Safra Sarasin Holding AG 0.02% Reduce -87.8% 6,302 $1.3M
Tower Research Capital LLC (TRC) 0.03% Reduce -52.6% 6,281 $1.3M
Veracity Capital LLC 0.50% Add +0.9% 6,255 $1.3M
Equitable Trust Co. 0.08% Reduce -2.5% 6,247 $1.3M
Compound Planning, Inc. 0.08% Add +1.3% 6,241 $1.3M
Morningstar Investment Management LLC 0.13% Reduce -1.4% 6,050 $1.3M
Dynasty Wealth Management, LLC 0.04% Reduce -1.7% 6,185 $1.3M
BOK Financial Private Wealth, Inc. 0.09% Add +23.3% 6,180 $1.3M
Boyar Asset Management Inc. 0.82% Reduce -1.6% 6,161 $1.3M
Wedgewood Investors Inc. 1.39% No change 6,150 $1.3M
Fca Corp. 0.39% Add +2.2% 6,144 $1.3M
First Pacific Financial 0.30% Add +7.2% 6,141 $1.3M
Welch & Forbes LLC 0.02% Add +1.9% 6,119 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Add +2.5% 6,117 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.68% Reduce -0.3% 6,080 $1.3M
GPS Wealth Strategies Group, LLC 0.17% Reduce -3.9% 6,067 $1.3M
Machina Capital S.A.S. 0.50% Add +125.8% 6,061 $1.3M
New England Research & Management, Inc. 0.59% Reduce -1.2% 6,053 $1.3M
Westover Capital Advisors, LLC 0.24% Reduce -0.6% 6,011 $1.2M
HM Payson & Co. 0.02% Add +31.1% 6,001 $1.2M
Venture Visionary Partners LLC 0.06% Add +0.1% 5,976 $1.2M
Zions Bancorporation, N.A. 0.09% Add +18.1% 5,957 $1.2M
SOL Capital Management CO 0.14% No change 5,935 $1.2M
Tempus Wealth Planning, LLC 0.45% Add +19.0% 5,908 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -4.5% 5,899 $1.2M
Rogco, LP 0.48% Reduce -8.2% 5,887 $1.2M
Birch Hill Investment Advisors LLC 0.06% Reduce -7.8% 5,881 $1.2M
Titleist Asset Management, LLC 0.18% Add +3.2% 5,871 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +5.4% 5,857 $1.2M
Capital Planning LLC 0.34% Add +0.1% 5,807 $1.2M
Mengis Capital Management, Inc. 0.24% Add +1.3% 5,803 $1.2M
Pekin Hardy Strauss, Inc. 0.15% No change 5,777 $1.2M
Merit Financial Group, LLC 0.03% Reduce -26.3% 5,771 $1.2M
RDA Financial Network 0.37% Add +4.0% 5,759 $1.2M
Rehmann Capital Advisory Group 0.08% Add +0.5% 5,742 $1.2M
MTM Investment Management, LLC 0.46% No change 5,723 $1.2M
Addison Capital Co 0.48% Add +1.1% 5,722 $1.2M
Blue Trust, Inc. 0.02% Add +57.4% 5,567 $1.2M
Central Valley Advisors, LLC 0.67% Reduce -0.8% 5,710 $1.2M
HHM Wealth Advisors, LLC 0.17% Add +2.5% 5,696 $1.2M
Cobblestone Capital Advisors LLC 0.07% Reduce -3.6% 5,677 $1.2M
Corundum Group, Inc. 0.54% Reduce -36.5% 5,651 $1.2M
Detalus Advisors, LLC 0.39% Reduce -1.8% 5,645 $1.2M
Red Cedar Investment Management, LLC 0.15% No change 5,642 $1.2M
Aigen Investment Management, LP 0.23% Reduce -45.9% 5,640 $1.2M
HBK Sorce Advisory LLC 0.04% Add +0.3% 5,633 $1.2M
Wedmont Private Capital 0.07% Add +9.5% 5,680 $1.2M
Strategic Blueprint, LLC 0.07% Reduce -0.7% 5,613 $1.2M
FAS Wealth Partners, Inc. 0.09% Add +0.1% 5,600 $1.2M
Segment Wealth Management, LLC 0.08% Add +1.0% 5,584 $1.2M
Essex Financial Services, Inc. 0.08% Reduce -0.0% 5,463 $1.2M
Choate Investment Advisors 0.03% Add +0.8% 5,537 $1.1M
Piscataqua Savings Bank 0.98% No change 5,533 $1.1M
OneAscent Financial Services LLC 0.82% Reduce -12.1% 5,511 $1.1M
Central Pacific Bank - Trust Division 0.15% Reduce -30.3% 5,500 $1.1M
Moneta Group Investment Advisors LLC 0.02% Add +5.0% 5,451 $1.1M
Monument Capital Management 0.31% Add +1.0% 5,448 $1.1M
Geo Capital Gestora de Recursos Ltd 1.33% Add +48.9% 5,408 $1.1M
WR Wealth Planners, LLC 0.31% Add +2.5% 5,408 $1.1M
Ables, Iannone, Moore & Associates, Inc. 0.72% No change 5,403 $1.1M
Laffer Tengler Investments, Inc. 0.27% No change 5,396 $1.1M
Okabena Investment Services Inc. 0.31% Add +6.6% 5,358 $1.1M
Simplicity Wealth,LLC 0.10% Reduce -73.4% 5,340 $1.1M
Fidelis Capital Partners, LLC 0.13% Reduce -2.3% 5,232 $1.1M
Johnson Financial Group, Inc. 0.05% Add +43.1% 5,324 $1.1M
V-Square Quantitative Management LLC 0.16% Add +17.9% 5,320 $1.1M
High Net Worth Advisory Group LLC 0.31% Add +0.5% 5,312 $1.1M
SouthState Bank Corp 0.07% Add +0.1% 5,211 $1.1M
Advisory Alpha, LLC 0.04% Add +2.7% 5,201 $1.1M
Fifth Third Wealth Advisors LLC 0.07% Add +9.8% 5,198 $1.1M
Valmark Advisers, Inc. 0.02% Reduce -0.8% 5,176 $1.1M
Heritage Wealth Management, Inc. 0.35% No change 5,162 $1.1M
WealthTrust Axiom LLC 0.32% Reduce -1.9% 5,158 $1.1M
Catalyst Capital Advisors LLC 0.02% Reduce -20.9% 5,145 $1.1M
GW Henssler & Associates Ltd. 0.06% Add +12.5% 5,141 $1.1M
Integrated Advisors Network LLC 0.05% Add +23.9% 5,130 $1.1M
Edge Capital Group, LLC 0.05% No change 5,126 $1.1M
GeoWealth Management, LLC 0.04% Reduce -7.4% 5,084 $1.1M
IVC Wealth Advisors LLC 0.57% Reduce -19.0% 5,060 $1.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.40% Add +24.7% 5,049 $1.0M
Exchange Traded Concepts, LLC 0.02% Add +14.1% 5,003 $1.0M
Barbara Oil Co. 0.42% No change 5,000 $1.0M
Bienville Capital Management, LLC 0.27% No change 5,000 $1.0M
Mayflower Financial Advisors, LLC 0.16% Add +16.8% 4,989 $1.0M
Fulton Bank, N.A. 0.04% Reduce -1.1% 4,973 $1.0M
Rwa Wealth Partners, LLC 0.01% Add +20.8% 4,965 $1.0M
Summit Financial, LLC 0.04% Add +5.8% 4,953 $1.0M
L.M. Kohn & Company 0.26% Reduce -2.9% 4,941 $1.0M
nVerses Capital, LLC 0.47% Add +40.0% 4,900 $1.0M
Solidarity Wealth, LLC 0.27% Reduce -41.2% 4,844 $1.0M
Park Avenue Securities LLC 0.01% Add +4.6% 4,842 $1.0M
XML Financial, LLC 0.09% Reduce -2.0% 4,837 $1.0M
Intact Investment Management Inc. 0.03% New 4,790 $994K
Wesbanco Bank Inc. 0.03% Add +3.6% 4,781 $993K
Moneco Advisors, LLC 0.12% Add +5.4% 4,758 $988K
Franklin Street Advisors Inc. 0.07% Reduce -10.0% 4,738 $984K
Bank of Nova Scotia Trust Co. 0.10% Add +9.3% 4,735 $983K
Transcend Capital Advisors, LLC 0.07% Reduce -2.1% 4,705 $977K
Qtron Investments LLC 0.13% Reduce -6.4% 4,669 $969K
Allen Investment Management, LLC 0.01% Add +81.3% 4,649 $965K
Smartleaf Asset Management LLC 0.12% Add +29.9% 4,677 $961K
Olde Wealth Management, LLC 0.34% No change 4,590 $952K
Country Club Bank 0.06% Reduce -0.1% 4,626 $951K
Advisor OS, LLC 0.09% Add +2.4% 4,575 $950K
NCP Inc. 0.54% No change 4,571 $949K
Mainsail Financial Group, LLC 0.56% Reduce -8.1% 4,458 $946K
RW Investment Management LLC 0.12% No change 4,552 $945K
J. W. Coons Advisors, LLC 0.18% No change 4,550 $945K
CWA Asset Management Group, LLC 0.05% — 4,546 $944K
Lebenthal Global Advisors, LLC 0.19% New 4,544 $943K
Brighton Jones LLC 0.04% Reduce -28.9% 4,541 $943K
MRP Capital Investments, LLC 0.90% Reduce -3.2% 4,540 $943K
GPM Growth Investors, Inc. 0.39% New 4,523 $939K
BNP Paribas 0.04% Reduce -6.8% 4,498 $933K
MWA Asset Management 0.62% Reduce -0.2% 4,475 $929K
Quotient Wealth Partners, LLC 0.03% Reduce -7.5% 4,474 $929K
Nwam LLC 0.06% Add +21.4% 4,466 $927K
Profund Advisors LLC 0.03% Reduce -24.6% 4,449 $924K
IMS Capital Management 0.42% Add +2.4% 4,447 $923K
RFG Advisory, LLC 0.03% Reduce -4.1% 4,402 $914K
Smith Salley Wealth Management 0.06% Add +1.8% 4,387 $911K
Werlinich Asset Management, LLC 0.53% Add +1.1% 4,385 $910K
Capital Investment Counsel, LLC 0.16% No change 4,384 $910K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +0.1% 4,360 $905K
Ceeto Capital Group, LLC 0.34% No change 4,351 $903K
First Merchants Corp. 0.03% Add +0.9% 4,331 $899K
Allen Mooney & Barnes Investment Advisors LLC 0.15% Reduce -8.2% 4,325 $898K
Bank Ozk 0.37% Add +3.9% 4,313 $895K
Twin Capital Management Inc. 0.10% Reduce -2.8% 4,311 $895K
Cypress Asset Management Inc. 0.22% Add +1.2% 4,306 $894K
Advisors Capital Management, LLC 0.01% Add +7.1% 4,301 $893K
First Trust Investment Solutions L.P. 0.10% Reduce -5.4% 4,263 $885K
MMBG Investment Advisors Co. 0.09% No change 4,260 $884K
Signal Advisors Wealth, LLC 0.13% Add +69.6% 4,239 $880K
MIdWestOne Financial Group, Inc. 0.12% Reduce -2.3% 4,230 $878K
Magnus Financial Group LLC 0.09% Add +32.5% 4,220 $876K
American National Bank & Trust 0.10% No change 4,208 $874K
Silvercrest Asset Management Group LLC 0.01% No change 4,208 $874K
Logan Capital Management Inc. 0.04% Add +0.4% 4,190 $870K
Symphony Financial, Ltd. Co. 0.14% Reduce -8.9% 4,187 $860K
Dempze Nancy E 0.48% Reduce -1.7% 4,142 $860K
Aberdeen Wealth Management LLC 0.56% Add +1.1% 4,130 $857K
Regatta Capital Group, LLC 0.17% Add +0.1% 4,119 $855K
McDonald Partners LLC 0.21% Reduce -2.4% 4,115 $854K
Kennedy Investment Group, Inc. 0.39% Reduce -0.7% 4,113 $854K
Florida Trust Wealth Management Co 0.03% Add +4.1% 4,104 $852K
Cigna Investments Inc. 0.15% Reduce -0.7% 4,093 $850K
Lanark Financial, Inc. 0.07% Add +3.1% 4,086 $848K
Farther Finance Advisors, LLC 0.03% Add +14.8% 4,081 $847K
Harbour Trust & Investment Management Co 0.10% Reduce -0.2% 4,075 $846K
Syon Capital LLC 0.07% Add +3.8% 4,069 $845K
Householder Group Estate & Retirement Specialist, LLC 0.24% Reduce -5.4% 4,049 $840K
Beaumont Financial Advisors, LLC 0.07% Add +0.2% 4,034 $837K
Principal Securities, Inc. 0.02% Add +15.5% 4,034 $837K
Smith, Moore & Co. 0.08% No change 4,028 $836K
Busey Bank 0.03% Reduce -0.9% 3,992 $829K
Peterson Wealth Management 0.53% Add +29.8% 3,987 $828K
Bluesphere Advisors LLC 0.41% No change 3,977 $826K
Founders Financial Alliance, LLC 0.23% Reduce -0.2% 3,970 $824K
Capital Analysts, LLC 0.03% Add +61.9% 3,924 $815K
Wulff, Hansen & Co. 0.73% Reduce -4.0% 3,908 $811K
Community Bank, N.A. 0.10% Reduce -0.5% 3,907 $811K
HUB Investment Partners, LLC 0.04% Reduce -0.6% 3,905 $811K
Van Hulzen Asset Management, LLC 0.06% Reduce -57.3% 3,897 $809K
Financial Advocates Investment Management 0.05% Reduce -1.6% 3,882 $806K
Douglas Lane & Associates, LLC 0.01% Reduce -5.9% 3,878 $805K
CHICAGO TRUST Co NA 0.15% Add +7.9% 3,874 $804K
HF Advisory Group, LLC 0.37% Reduce -1.1% 3,873 $804K
Ipswich Investment Management Co., Inc. 0.19% No change 3,850 $799K
Koa Wealth Management, LLC 0.62% Add +294.5% 3,846 $798K
Bright Futures Wealth Management, LLC. 0.38% Add +37.0% 3,701 $795K
Curi Capital, LLC 0.02% Add +278.6% 3,828 $795K
T. Rowe Price Investment Management, Inc. 0.00% Add +24.7% 3,822 $794K
Tradewinds, LLC. 0.24% Reduce -1.5% 3,818 $793K
Pegasus Partners Ltd. 0.07% Reduce -23.5% 3,802 $789K
Kavar Capital Partners Group, LLC 0.12% Add +269.1% 3,802 $789K
Montecito Bank & Trust 0.13% Reduce -1.0% 3,793 $787K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.6% 3,761 $781K
NCM Capital Management, LLC 0.37% No change 3,737 $776K
Lake Street Advisors Group, LLC 0.04% Add +0.2% 3,731 $775K
DRW Securities, LLC 0.04% New 3,722 $773K
Seamount Financial Group Inc. 0.58% Reduce -2.6% 3,720 $772K
Westpac Banking Corp. 0.05% Add +7.2% 3,712 $771K
Kintegral Advisory, LLC 0.07% Reduce -1.3% 3,701 $768K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -0.1% 3,677 $763K
Mill Creek Capital Advisors, LLC 0.02% Reduce -2.9% 3,676 $763K
MCF Advisors LLC 0.05% Reduce -0.1% 3,645 $757K
Linscomb Wealth, Inc. 0.04% Reduce -0.2% 3,637 $755K
First National Bank of Hutchinson 0.49% Reduce -11.7% 3,626 $753K
Milestone Asset Management, LLC 0.17% Add +9.0% 3,613 $750K
Northeast Financial Group, Inc. 0.29% Add +5.0% 3,596 $747K
Insigneo Advisory Services, LLC 0.08% Add +6.8% 3,591 $745K
King Wealth Management Group 0.12% Add +0.0% 3,560 $739K
Oakworth Capital, Inc. 0.05% Reduce -0.1% 3,558 $739K
Caldwell Sutter Capital, Inc. 0.34% No change 3,548 $737K
Beacon Bank & Trust 0.17% Add +2.3% 3,536 $734K
Core Wealth Partners LLC 0.44% New 3,510 $729K
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -1.4% 3,507 $728K
Bill Few Associates, Inc. 0.26% No change 3,476 $722K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Add +417.3% 3,471 $720K
First Foundation Advisors 0.03% Add +0.5% 3,466 $719K
Richwood Investment Advisors, LLC 0.59% Reduce -4.3% 3,458 $718K
Oak Thistle LLC 0.23% Add +177.6% 3,448 $716K
Cornerstone Wealth Management, LLC 0.05% Add +9.7% 3,444 $715K
Avestar Capital, LLC 0.08% Add +8.1% 3,434 $713K
Good Life Advisors, LLC 0.04% Add +5.6% 3,425 $711K
Cassia Capital Partners, LLC 0.47% Reduce -4.8% 3,417 $709K
Retirement Guys Formula LLC 0.33% Add +11.7% 3,404 $707K
Savvy Advisors, Inc. 0.14% Add +28.7% 3,377 $701K
Howe & Rusling Inc. 0.06% Add +7.3% 3,374 $700K
Shepherd Financial Partners LLC 0.08% Add +0.0% 3,371 $700K
Americana Partners, LLC 0.05% Reduce -0.4% 3,364 $698K
Spinnaker Trust 0.04% Add +3.4% 3,364 $698K
Journey Strategic Wealth LLC 0.03% Add +39.2% 3,357 $697K
Pine Valley Investments Ltd Liability Co 0.05% Add +0.0% 3,354 $696K
Kades & Cheifetz LLC 0.40% Reduce -0.1% 3,346 $695K
Inspirion Wealth Advisors, LLC 0.10% No change 3,345 $694K
Alliance Wealth Advisors, LLC 0.40% No change 3,325 $690K
Mosaic Family Wealth Partners, LLC 0.10% Reduce -0.2% 3,288 $683K
Thomasville National Bank 0.05% Add +1.2% 3,278 $681K
Madison Asset Management, LLC 0.01% No change 3,275 $680K
9258 Wealth Management, LLC 0.10% Add +6.3% 3,267 $678K
Avantax Planning Partners, Inc. 0.02% Reduce -26.3% 3,254 $676K
Cozad Asset Management Inc. 0.06% No change 3,253 $675K
Walter & Keenan Wealth Management LLC /in/ 0.20% Add +0.1% 3,248 $674K
Verus Capital Partners, LLC 0.07% Add +1.4% 3,248 $674K
Seneca House Advisors 0.28% Reduce -1.1% 3,237 $672K
SL Advisors, LLC 1.21% Add +0.4% 3,235 $672K
Howard Capital Management, LLC 0.01% New 3,231 $671K
Mitchell McLeod Pugh & Williams Inc. 0.14% No change 3,207 $666K
GTS Securities LLC 0.01% New 3,202 $665K
Claro Advisors Inc. 0.09% Add +13.4% 3,197 $664K
SGL Investment Advisors, Inc. 0.35% — 2,991 $663K
Vancity Investment Management Ltd 0.08% New 3,192 $663K
Eldridge Investment Advisors, Inc. 0.15% No change 3,177 $660K
Vise Technologies, Inc. 0.08% New 3,179 $660K
Community Bank & Trust, Waco, Texas 0.15% Add +4.3% 3,161 $656K
Evergreen Capital Management LLC 0.02% Reduce -6.3% 3,153 $655K
CoreCap Advisors, LLC 0.03% Add +14.7% 3,145 $653K
Verdence Capital Advisors LLC 0.05% Add +0.2% 3,139 $652K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -4.1% 3,128 $649K
Orleans Capital Management Corp. 0.37% Reduce -3.1% 3,117 $647K
Orrstown Financial Services Inc. 0.19% New 3,097 $643K
Baker Tilly Wealth Management, LLC 0.28% Reduce -14.2% 3,095 $643K
Lester Murray Antman dba SimplyRich 0.18% Add +8.2% 3,095 $642K
Boston Research & Management Inc. 0.15% No change 3,090 $641K
Morton Capital Management LLC 0.13% Add +0.8% 3,088 $641K
TrinityPoint Wealth, LLC 0.09% Add +5.1% 3,086 $641K
Peoples Financial Services Corp. 0.29% Reduce -1.3% 3,082 $640K
Keel Point, LLC 0.05% Add +0.8% 3,081 $640K
STAR Financial Bank 0.43% Reduce -13.5% 3,067 $637K
Allianz SE 0.02% Reduce -60.2% 3,067 $637K
Shoker Investment Counsel, Inc. 0.21% Add +0.1% 3,063 $636K
Glenview Trust Co 0.01% Add +9.7% 3,063 $636K
Angeles Wealth Management, LLC 0.05% Add +0.3% 3,056 $634K
Meyer Handelman Co. 0.02% No change 3,050 $633K
EverSource Wealth Advisors, LLC 0.04% Add +9.9% 3,042 $632K
Avior Wealth Management, LLC 0.03% Add +23.0% 3,023 $628K
Legacy Capital Group California, Inc. 0.21% Reduce -5.0% 3,019 $627K
Moloney Securities Asset Management, LLC 0.08% Reduce -0.0% 3,015 $626K
Mechanics Financial Corp 0.27% Reduce -0.7% 2,996 $622K
NFSG Corp 0.22% Add +18.3% 2,987 $620K
Legacy Wealth Asset Management, LLC 0.17% Add +0.1% 2,986 $620K
CMG Global Holdings, LLC 0.35% No change 2,974 $617K
Joel Isaacson & Co., LLC 0.03% No change 2,970 $617K
Zacks Investment Management 0.01% Reduce -90.9% 2,948 $612K
Vestmark Advisory Solutions, Inc. 0.02% Add +11.3% 2,943 $611K
HTLF Bank 0.07% Reduce -7.4% 2,943 $611K
Auxano Advisors, LLC 0.16% No change 2,939 $610K
Ausdal Financial Partners, Inc. 0.06% Add +0.8% 2,934 $609K
Forza Wealth Management, LLC 0.28% No change 2,902 $602K
Jeppson Wealth Management, LLC 0.22% No change 2,902 $602K
Xcel Wealth Management, LLC 0.18% No change 2,900 $602K
Foundations Investment Advisors, LLC 0.01% Add +31.7% 2,893 $601K
Kovack Advisors, Inc. 0.06% Reduce -6.9% 2,883 $599K
Appleton Partners Inc. 0.04% Add +1.2% 2,876 $597K
Successful Portfolios LLC 0.40% Reduce -3.9% 2,870 $596K
Northwest Investment Counselors, LLC 0.13% Add +2.1% 2,870 $596K
Schechter Investment Advisors, LLC 0.04% Reduce -6.8% 2,859 $594K
Tributary Capital Management, LLC 0.05% Reduce -2.7% 2,855 $593K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -0.9% 2,853 $592K
Avidian Wealth Enterprises, LLC 0.03% Reduce -22.3% 2,853 $592K
Gladstone Institutional Advisory LLC 0.03% Reduce -19.1% 2,849 $592K
Arete Wealth Advisors, LLC 0.05% Reduce -26.3% 2,826 $586K
Mendel Money Management 0.25% Add +1.1% 2,820 $585K
Heritage Wealth Advisors 0.03% Add +1.9% 2,819 $585K
Arthur M. Cohen & Associates, LLC 0.11% Add +20.9% 2,810 $584K
KWB Wealth 0.08% Reduce -26.2% 2,738 $584K
Meridian Financial Advisors, LLC 0.38% No change 2,771 $575K
Smith Chas P & Associates Pa Cpas 0.03% Add +60.8% 2,771 $575K
Sawyer & Company, Inc 0.21% Reduce -0.1% 2,768 $575K
Trust Point Inc. 0.04% Reduce -1.0% 2,768 $575K
Falcon Wealth Planning 0.07% Reduce -0.4% 2,763 $574K
McElhenny Sheffield Capital Management, LLC 0.19% Reduce -9.3% 2,743 $569K
Tradition Wealth Management, LLC 0.05% Reduce -0.9% 2,741 $569K
Modera Wealth Management, LLC 0.01% Reduce -0.2% 2,738 $568K
Simmons Bank 0.04% Reduce -4.2% 2,732 $567K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% No change 2,725 $566K
Brooklyn Investment Group 0.19% Add +5.4% 2,715 $564K
Atwood & Palmer Inc. 0.04% No change 2,707 $562K
Arvest Bank Trust Division 0.03% — 2,706 $562K
Court Place Advisors, LLC 0.16% No change 2,703 $561K
Apella Capital, LLC 0.02% Add +0.0% 2,690 $558K
Cahaba Wealth Management, Inc. 0.05% Add +0.0% 2,682 $557K
Pitcairn Co. 0.03% Reduce -14.8% 2,673 $555K
Primoris Wealth Advisors, LLC 0.40% Reduce -0.9% 2,673 $555K
Am Investment Strategies LLC 0.13% Add +1.5% 2,669 $554K
Connecticut Wealth Management, LLC 0.03% Add +17.9% 2,668 $554K
Fort Point Capital Partners LLC 0.07% Reduce -0.7% 2,665 $553K
Cascades Capital Asset Management, LLC 0.31% — 2,654 $551K
GS Investments, Inc. 0.24% Reduce -0.9% 2,650 $550K
Hohimer Wealth Management, LLC 0.12% No change 2,650 $550K
Per Stirling Capital Management, LLC. 0.08% Add +0.0% 2,646 $549K
Kuhn & Co Investment Counsel 0.47% No change 2,646 $549K
Herold Advisors, Inc. 0.12% No change 2,638 $548K
Benchmark Financial Wealth Advisors, LLC 0.18% Add +1.9% 2,631 $546K
KLCM Advisors, Inc. 0.06% Reduce -1.9% 2,628 $546K
Van Cleef Asset Management,Inc 0.06% Add +0.1% 2,610 $542K
Buska Wealth Management, LLC 0.19% Reduce -1.4% 2,604 $540K
Ti-Trust, Inc. 0.39% No change 2,603 $540K
Forum Financial Management, LP 0.01% Add +0.5% 2,601 $540K
W1M Investment Management Ltd 0.01% Reduce -16.1% 2,600 $539K
Advisors Preferred, LLC 0.08% Reduce -94.0% 2,593 $539K
Fiduciary Family Office, LLC 0.18% New 2,597 $539K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +13.6% 2,596 $539K
Gotham Asset Management 0.01% Add +18.7% 2,596 $539K
Global Assets Advisory, LLC 0.29% New 2,592 $539K
Foguth Wealth Management, LLC. 0.20% Add +2.6% 2,581 $539K
Canandaigua National Bank & Trust Co. 0.05% No change 2,586 $537K
Badgley Phelps Wealth Managers, LLC 0.01% Add +8.8% 2,577 $535K
Cyndeo Wealth Partners, LLC 0.04% Add +7.8% 2,567 $533K
Old Second National Bank of Aurora 0.13% Add +4.2% 2,566 $533K
Zullo Investment Group, Inc. 0.22% Reduce -0.7% 2,561 $532K
Creekmur Asset Management LLC 0.12% Reduce -0.6% 2,554 $530K
Goelzer Investment Management, Inc. 0.03% Add +9.9% 2,546 $529K
Sanders Morris Harris LLC 0.09% No change 2,542 $528K
Amica Retiree Medical Trust 0.44% — 2,535 $526K
Weinberger Asset Management, Inc 0.22% Reduce -0.4% 2,531 $525K
Verdad Advisers, LP 0.70% New 2,519 $523K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 2,518 $523K
Parthenon LLC 0.06% No change 2,500 $519K
Latitude Advisors, LLC 0.29% Add +0.1% 2,499 $519K
Stablepoint Partners, LLC 0.09% Reduce -0.8% 2,489 $517K
Mine & Arao Wealth Creation & Management, LLC. 0.24% Add +64.7% 2,484 $516K
Summit Financial Wealth Advisors, LLC 0.10% Reduce -0.2% 2,474 $514K
Mattern Capital Management, LLC 0.06% Add +18.8% 2,464 $512K
Tyche Wealth Partners LLC 0.12% Reduce -1.0% 2,455 $510K
Viawealth, LLC 0.30% No change 2,440 $507K
Johnson Bixby & Associates, LLC 0.08% Add +21.6% 2,433 $505K
AdvisorNet Financial, Inc 0.04% Reduce -67.9% 2,430 $504K
Lindbrook Capital, LLC 0.04% Reduce -1.5% 2,424 $503K
KPP Advisory Services LLC 0.12% No change 2,422 $503K
Clearview Wealth Advisors LLC 0.39% Reduce -2.7% 2,421 $503K
Cannon Wealth Management Services, LLC 0.46% — 2,401 $498K
Bond & Devick Financial Network, Inc. 0.21% No change 2,400 $498K
Alta Capital Management LLC/ 0.03% Reduce -52.0% 2,400 $498K
Cornerstone Advisory, LLC 0.07% Reduce -1.2% 2,391 $496K
Portside Wealth Group, LLC 0.08% Add +7.5% 2,390 $496K
Intrua Financial, LLC 0.08% Add +0.3% 2,389 $496K
First Nebraska Trust Co 0.05% No change 2,383 $495K
Wealth Dimensions Group, Ltd. 0.12% No change 2,374 $493K
Wellington Shields Capital Management, LLC 0.09% No change 2,371 $492K
Roman Butler Fullerton & Co. 0.15% Add +2.4% 2,299 $492K
Autumn Glory Partners, LLC 0.19% Add +140.9% 2,361 $491K
Monumental Financial Group Inc. 0.18% No change 2,334 $485K
Hudock, Inc. 0.08% Add +0.0% 2,327 $483K
Ledyard National Bank 0.04% Add +10.8% 2,308 $479K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.4% 2,305 $479K
SlateStone Wealth, LLC 0.04% Add +8.0% 2,303 $478K
GC Wealth Management RIA, LLC 0.08% Reduce -3.2% 2,301 $478K
Adell Harriman & Carpenter Inc. 0.03% No change 2,300 $477K
Ascentis Independent Advisors 0.07% Add +34.7% 2,292 $476K
KMG Fiduciary Partners, LLC 0.04% No change 2,287 $475K
Stuart Chaussee & Associates, Inc. 0.12% No change 2,286 $475K
Moody National Bank Trust Division 0.05% Add +3.2% 2,278 $473K
Formidable Asset Management, LLC 0.08% Reduce -2.5% 2,272 $472K
Syntegra Private Wealth Group, LLC 0.05% Reduce -1.3% 2,268 $471K
Clarius Group, LLC 0.03% Reduce -2.6% 2,247 $470K
Ifrah Financial Services, Inc. 0.13% Reduce -2.0% 2,260 $469K
Keystone Financial Group 0.06% Add +11.6% 2,259 $469K
Geneos Wealth Management Inc. 0.02% Add +13.7% 2,255 $468K
Patron Partners, LLC 0.26% Reduce -4.9% 2,253 $468K
Jupiter Wealth Management LLC 0.24% Reduce -10.0% 2,250 $467K
USA Financial Formulas 0.07% Reduce -70.9% 2,245 $466K
Cary Street Partners Asset Management LLC 0.06% Reduce -1.7% 2,235 $464K
Geneva Partners, LLC 0.20% Add +2.4% 2,221 $461K
Sompo Asset Management Co., Ltd. 0.07% Add +12.1% 2,220 $461K
Etesian Wealth Advisors, Inc. 0.21% No change 2,212 $459K
NBT Bank, N.A. 0.03% Reduce -36.0% 2,194 $455K
JT Stratford LLC 0.08% Add +8.8% 2,174 $451K
Cardinal Point Capital Management ULC 0.08% New 2,172 $451K
Dogwood Wealth Management LLC 0.26% Add +10.2% 2,168 $450K
MPS Loria Financial Planners, LLC 0.13% Reduce -1.4% 2,154 $447K
Alpha Cubed Investments, LLC 0.02% Add +0.1% 2,149 $446K
Compton Wealth Advisory Group, LLC 0.11% No change 2,142 $445K
American Institute for Advanced Investment Management, LLP 0.32% Reduce -0.2% 2,140 $444K
Capital Advisors, Ltd. LLC 0.05% Add +2.0% 2,129 $442K
Alaethes Wealth, LLC 0.16% Reduce -2.2% 2,126 $441K
Canopy Partners, LLC 0.19% Reduce -1.4% 2,115 $439K
StoneX Group Inc. 0.03% Add +9.1% 2,114 $439K
Private Capital Management, LLC 0.05% No change 2,111 $438K
First National Bank Sioux Falls 0.20% No change 2,105 $437K
Crestwood Advisors Group, LLC 0.01% Add +1.3% 2,103 $437K
Merrion Investment Management Co, LLC 0.29% No change 2,100 $436K
Holderness Investments Co. 0.10% Add +4.2% 2,100 $436K
Aljian Capital Management, LLC 0.10% New 2,096 $435K
Farmers & Merchants Trust Co of Chambersburg PA 0.17% Reduce -6.7% 2,095 $435K
Nicolet Advisory Services, LLC 0.04% Reduce -1.5% 2,072 $433K
Assetmark, Inc. 0.00% Add +10.1% 2,077 $431K
Capital Investment Advisory Services, LLC 0.04% Reduce -6.8% 2,071 $430K
CVA Family Office, LLC 0.07% Add +0.2% 2,070 $430K
Capital Management Associates, Inc 0.17% Add +2.3% 2,060 $428K
Philadelphia Trust Co. 0.03% Add +7.9% 2,055 $427K
Wealth Management Partners, LLC 0.20% No change 2,055 $427K
Crawford Investment Counsel Inc. 0.01% Add +8.9% 2,053 $426K
Resolute Wealth Strategies, LLC 0.22% Add +0.4% 2,049 $425K
Sweet Financial Partners, LLC 0.09% Reduce -2.8% 2,041 $424K
Argus Investors' Counsel, Inc. 0.28% Add +7.5% 2,040 $423K
Rise Advisors, LLC 0.20% Add +1.5% 2,039 $423K
Parkside Financial Bank & Trust 0.06% Add +2.2% 2,038 $423K
Silver Oak Securities, Incorporated 0.04% Add +16.0% 2,056 $423K
Midland Wealth Advisors, LLC 0.02% Reduce -37.8% 2,022 $420K
Duncan Williams Asset Management, LLC 0.23% Reduce -0.3% 2,020 $419K
Catalina Capital Group, LLC 0.14% Add +1.1% 2,018 $419K
Values First Advisors, Inc. 0.23% Reduce -0.9% 2,001 $415K
Scientech Research LLC 0.08% New 1,993 $414K
Catalyst Financial Partners LLC 0.08% Reduce -4.1% 1,991 $413K
Fiduciary Alliance LLC 0.05% New 1,990 $413K
City State Bank 0.15% Reduce -0.5% 1,986 $412K
Inceptionr LLC 0.10% New 1,984 $412K
New Hampshire Trust 0.09% Reduce -1.7% 1,980 $411K
Baker Boyer National Bank 0.14% No change 1,979 $411K
Notis-McConarty Edward 0.19% Reduce -49.0% 1,975 $410K
Diligent Investors, LLC 0.09% Add +0.2% 1,969 $409K
Eubel Brady & Suttman Asset Management Inc. 0.06% Add +19.1% 1,966 $408K
Deerfield Management Company, L.P. 0.01% New 1,958 $406K
Ninety One SA (Pty) Ltd 0.09% No change 1,965 $406K
Independent Solutions Wealth Management, LLC 0.09% Reduce -6.9% 1,952 $405K
Old West Investment Management, LLC 0.16% No change 1,952 $405K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -0.1% 1,949 $405K
Drive Wealth Management, LLC 0.10% Reduce -3.0% 1,942 $403K
Cohen & Steers, Inc. 0.00% Add +1.9% 1,943 $403K
Capital Advisors Wealth Management, LLC 0.07% Add +5.1% 1,940 $403K
Smithfield Trust Co 0.02% Reduce -2.5% 1,940 $402K
Wealthspire Retirement, LLC 0.03% Reduce -34.4% 1,935 $402K
Trust Co of the South 0.09% Add +2.2% 1,933 $401K
Horan Capital Advisors, LLC. 0.13% Reduce -6.1% 1,929 $400K
GM Advisory Group, LLC 0.02% Add +31.7% 1,925 $400K
Synergy Financial Group, LTD 0.38% Reduce -0.5% 1,922 $399K
Petix & Botte Co 0.11% No change 1,922 $399K
Quaker Wealth Management, LLC 0.15% — 1,921 $399K
SkyOak Wealth, LLC 0.09% No change 1,918 $398K
Stokes Family Office, LLC 0.04% No change 1,911 $397K
Red Wave Investments LLC 0.14% Add +1.3% 1,909 $396K
PFG Advisors 0.03% Reduce -9.0% 1,908 $396K
Cypress Wealth Services, LLC 0.08% New 1,897 $394K
Tennessee Valley Asset Management Partners 0.07% Add +0.4% 1,891 $393K
Dumont & Blake Investment Advisors LLC 0.10% Reduce -51.4% 1,877 $390K
Callahan Advisors, LLC 0.04% Add +0.2% 1,872 $389K
First Western Trust Bank 0.02% No change 1,871 $388K
Old North State Trust, LLC 0.32% No change 1,870 $388K
Astoria Portfolio Advisors LLC. 0.13% Add +2.7% 1,827 $387K
FineMark National Bank & Trust 0.01% Reduce -12.5% 1,864 $387K
Rockland Trust Co. 0.02% Add +0.7% 1,861 $386K
LRI Investments, LLC 0.04% No change 1,742 $386K
BlackDiamond Wealth Management, LLC 0.23% Reduce -0.3% 1,718 $386K
Meridian Wealth Advisors, LLC 0.06% Add +0.1% 1,851 $384K
Mark Sheptoff Financial Planning, LLC 0.20% No change 1,850 $384K
Cynosure Group, LLC 0.06% Add +0.1% 1,850 $384K
Everett Harris & Co. 0.00% Add +11.9% 1,843 $383K
Revolve Wealth Partners, LLC 0.06% Reduce -0.8% 1,842 $382K
Saturna Capital Corp. 0.01% No change 1,838 $382K
First Affirmative Financial Network 0.21% Reduce -20.1% 1,830 $380K
Fosun International Ltd 0.13% New 1,829 $380K
Argent Financial Group, Inc. 0.04% — 1,825 $379K
Alera Investment Advisors, LLC 0.04% Reduce -2.7% 1,822 $378K
Lakeshore Financial Planning, Inc. 0.17% No change 1,817 $377K
St Germain D J Co. Inc. 0.02% No change 1,817 $377K
Southland Equity Partners LLC 0.09% Reduce -4.3% 1,804 $375K
Azimuth Capital Investment Management LLC 0.01% Add +38.5% 1,800 $374K
Sculati Wealth Management, LLC 0.15% No change 1,791 $372K
Drake & Associates, LLC 0.12% Add +21.9% 1,790 $372K
Secure Asset Management, LLC 0.06% New 1,787 $371K
Stratos Wealth Advisors, LLC 0.02% Add +32.2% 1,781 $370K
Sentry Investment Management LLC 0.16% No change 1,778 $369K
Breed's Hill Capital LLC 0.30% No change 1,773 $368K
Aspiriant, LLC 0.01% Add +0.1% 1,764 $366K
Semanteon Capital Management, LP 0.25% New 1,764 $366K
WESPAC Advisors, LLC 0.27% Add +0.1% 1,761 $366K
Personal Cfo Solutions, LLC 0.05% Add +21.4% 1,754 $364K
Marcum Wealth, LLC 0.03% Add +3.1% 1,754 $364K
Prestige Wealth Management Group LLC 0.08% Add +8.2% 1,751 $364K
Ranch Capital Advisors Inc. 0.17% Reduce -10.2% 1,751 $363K
Brown, Lisle/Cummings, Inc. 0.11% No change 1,750 $363K
Truvestments Capital LLC 0.10% Add +1.2% 1,747 $363K
Larson Financial Group LLC 0.02% Reduce -3.9% 1,742 $362K
Bragg Financial Advisors, Inc 0.01% Add +2.6% 1,741 $361K
Csenge Advisory Group 0.02% Add +1.1% 1,701 $360K
Wealth Architects, LLC 0.04% Add +0.1% 1,732 $360K
Trustmark Bank Trust Department 0.03% Add +31.0% 1,732 $360K
Forest Hill Capital, LLC 0.27% No change 1,730 $359K
Bank of Stockton 0.11% Reduce -15.7% 1,726 $358K
Cutter & CO Brokerage, Inc. 0.08% Reduce -11.2% 1,715 $356K
Legacy Financial Advisors, Inc. 0.06% Reduce -0.5% 1,701 $353K
Wimmer Associates 1, LLC 0.17% No change 1,700 $353K
Biltmore Family Office, LLC 0.06% Add +9.7% 1,700 $353K
Archford Capital Strategies, LLC 0.05% Reduce -3.0% 1,647 $352K
Leelyn Smith, LLC 0.06% No change 1,692 $351K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% Reduce -50.5% 1,690 $351K
Advisory Resource Group 0.07% Reduce -4.8% 1,689 $351K
Prairie Wealth Advisors, Inc. 0.17% Reduce -2.3% 1,684 $350K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.8% 1,683 $349K
Seeds Investor LLC 0.13% Reduce -17.3% 1,679 $349K
PDS Planning, Inc 0.03% Add +1.6% 1,668 $346K
Gleason Group, Inc. 0.06% Add +0.4% 1,666 $346K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -0.3% 1,665 $346K
First Business Financial Services, Inc. 0.03% No change 1,657 $344K
Lavaca Capital LLC 0.16% Reduce -65.2% 1,654 $343K
Modern Wealth Management, LLC 0.02% Add +29.2% 1,650 $343K
Estabrook Capital Management 0.05% Reduce -0.4% 1,650 $343K
Amplius Wealth Advisors, LLC 0.04% No change 1,649 $342K
Millburn Ridgefield LLC 0.01% Add +741.3% 1,649 $342K
Pure Financial Advisors, LLC 0.01% Add +20.4% 1,643 $341K
San Luis Wealth Advisors LLC 0.07% New 1,636 $340K
Beese Fulmer Investment Management, Inc. 0.03% No change 1,635 $339K
Investment Advisory Group, LLC 0.12% Add +0.5% 1,635 $339K
Pinnacle Bancorp, Inc. 0.09% No change 1,632 $339K
First United Bank & Trust 0.12% No change 1,630 $338K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 1,629 $338K
Allen Wealth Management, LLC 0.23% No change 1,626 $338K
O'ROURKE & COMPANY, Inc 0.17% Add +0.2% 1,625 $337K
Arlington Trust Co LLC 0.07% No change 1,624 $337K
Stockman Wealth Management, Inc. 0.05% Reduce -36.3% 1,618 $336K
CreativeOne Wealth, LLC 0.01% Add +18.2% 1,614 $335K
Dividend Assets Capital, LLC 0.06% No change 1,613 $335K
Wetzel Investment Advisors, Inc. 0.17% Add +15.0% 1,608 $334K
Carret Asset Management, LLC 0.04% Add +3.2% 1,607 $334K
Auxier Asset Management LLC 0.05% No change 1,607 $334K
Cape Ann Savings Bank 0.19% Reduce -4.6% 1,602 $333K
Cidel Asset Management Inc. 0.02% Reduce -3.5% 1,597 $332K
Tilia Fiduciary Partners, Inc. 0.23% Add +1.7% 1,594 $331K
Heartland Bank & Trust Co 0.18% Reduce -2.5% 1,594 $331K
L2 Asset Management, LLC 0.09% Add +3.5% 1,588 $330K
Northwest Wealth Management, LLC 0.08% No change 1,580 $328K
Delta Financial Group, Inc. 0.12% Add +1.0% 1,578 $328K
Sawgrass Asset Management LLC 0.03% No change 1,578 $328K
Dark Forest Capital Management LP 0.04% Add +35.9% 1,570 $326K
Elevation Point Wealth Partners, LLC 0.03% Reduce -11.1% 1,566 $325K
PBMares Wealth Management LLC 0.07% Add +30.3% 1,566 $325K
Berger Financial Group, Inc 0.02% Add +0.5% 1,562 $324K
Ballast Advisors LLC 0.10% Add +6.3% 1,560 $324K
Fermata Advisors, LLC 0.07% Add +9.0% 1,559 $324K
Bryn Mawr Trust Advisors, LLC 0.02% Add +7.6% 1,551 $322K
Chesapeake Wealth Management 0.11% Add +4.4% 1,539 $319K
ARS Wealth Advisors Group, LLC 0.04% Reduce -2.6% 1,536 $319K
Arrowroot Family Office, LLC 0.18% Reduce -2.4% 1,528 $317K
Woodward Diversified Capital, LLC 0.20% Reduce -3.0% 1,528 $317K
Abner Herrman & Brock LLC 0.04% No change 1,525 $317K
Aviso Wealth Management 0.17% Reduce -19.2% 1,525 $317K
Ridgecrest Wealth Partners, LLC 0.17% No change 1,525 $317K
CW Advisors, LLC 0.00% Add +11.3% 1,523 $316K
MBA Advisors LLC 0.15% Add +13.3% 1,521 $316K
EntryPoint Capital, LLC 0.18% Reduce -28.2% 1,514 $314K
Allegheny Financial Group 0.08% New 1,514 $314K
LMG Wealth Partners, LLC 0.07% Reduce -81.7% 1,513 $314K
Obsidian Personal Planning Solutions LLC 0.16% No change 1,450 $313K
Sherbrooke Park Advisers LLC 0.07% New 1,505 $312K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -6.1% 1,504 $312K
KRS Capital Management, LLC 0.23% Reduce -14.8% 1,501 $312K
HC Advisors, LLC 0.26% No change 1,500 $311K
LWM Advisory Services, LLC 0.23% No change 1,500 $311K
Total Clarity Wealth Management, Inc. 0.10% Reduce -11.0% 1,493 $310K
Phoenix Financial Ltd. 0.00% Add +9.5% 1,486 $309K
D'Orazio & Associates, Inc. 0.04% Reduce -1.9% 1,486 $308K
Vigilare Wealth Management 0.12% Reduce -0.1% 1,479 $307K
Grandfield & Dodd, LLC 0.02% No change 1,475 $306K
D.B. Root & Company, LLC 0.10% Add +9.7% 1,472 $306K
Annex Advisory Services, LLC 0.01% Reduce -7.9% 1,470 $305K
Vaughan David Investments LLC 0.01% Reduce -11.4% 1,470 $305K
Dunhill Financial, LLC 0.16% Add +2.9% 1,465 $304K
Sigma Investment Counselors Inc. 0.02% No change 1,462 $304K
Somerville Kurt F 0.05% No change 1,460 $303K
Certuity, LLC 0.03% Reduce -4.6% 1,455 $302K
Perennial Investment Advisors, LLC 0.04% Add +1.3% 1,453 $302K
Blackston Financial Advisory Group, LLC 0.16% Add +14.6% 1,453 $301K
FinTrust Capital Advisors, LLC 0.05% Add +20.9% 1,449 $301K
AlphaStar Capital Management, LLC 0.02% Add +22.6% 1,449 $301K
Insight Advisors, LLC/ PA 0.05% Add +1.0% 1,447 $300K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.6% 1,445 $300K
Westmount Partners, LLC 0.09% Reduce -0.6% 1,444 $300K
MBB Public Markets I LLC 0.03% Reduce -95.0% 1,440 $299K
Blossom Wealth Management 0.60% Add +4.5% 1,427 $296K
Powell Investment Advisors, LLC 0.14% No change 1,427 $296K
McAdam, LLC 0.02% Add +7.4% 1,418 $294K
Pallas Capital Advisors LLC 0.01% Add +4.5% 1,409 $294K
Morningstar Investment Services LLC 0.00% Reduce -3.1% 1,433 $294K
Clifford Swan Investment Counsel LLC 0.01% No change 1,415 $294K
Strategic Financial Services, Inc. 0.02% No change 1,413 $293K
Carnegie Lake Advisors LLC 0.12% — 1,412 $293K
Operose Advisors LLC 0.09% Add +2.8% 1,407 $292K
Princeton Global Asset Management LLC 0.06% No change 1,405 $292K
Wendell David Associates Inc. 0.03% No change 1,403 $291K
Berkeley Capital Partners, LLC 0.08% Reduce -0.2% 1,401 $291K
TFC Financial Management, Inc. 0.05% Add +23.5% 1,399 $290K
Hazlett, Burt & Watson, Inc. 0.13% Add +1.2% 1,396 $290K
Burney Co./ 0.01% Add +5.7% 1,394 $289K
Sterling Investment Advisors, Ltd. 0.07% Add +0.1% 1,383 $287K
Realta Investment Advisors 0.13% Reduce -66.8% 1,343 $287K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 1,380 $286K
Flputnam Investment Management Co. 0.01% Reduce -6.8% 1,379 $286K
Manchester Capital Management LLC 0.03% Reduce -4.4% 1,373 $285K
Essex Private Wealth Management, LLC 0.67% No change 1,370 $284K
Inspire Investing, LLC 0.03% Add +10.9% 1,370 $284K
Corton Capital Inc. 0.14% New 1,366 $284K
Sage Mountain Advisors LLC 0.02% Reduce -3.7% 1,364 $283K
World Equity Group, Inc. 0.10% Add +3.8% 1,363 $283K
1776 Wealth LLC 0.13% Add +0.1% 1,362 $283K
Ade, LLC 0.17% No change 1,358 $282K
Angeles Investment Advisors, LLC 0.01% Reduce -4.3% 1,358 $282K
First Command Advisory Services, Inc. 0.00% Reduce -18.8% 1,357 $282K
Merriman Wealth Management, LLC 0.01% Reduce -3.4% 1,357 $282K
Beaird Harris Wealth Management, LLC 0.02% No change 1,355 $281K
Global Financial Private Client, LLC 0.11% Add +7.7% 1,354 $281K
Fortune Financial Advisors, LLC 0.25% No change 1,349 $280K
Summit Asset Management, LLC 0.03% No change 1,343 $279K
Freestone Capital Holdings, LLC 0.01% Add +4.2% 1,343 $279K
Lynx Investment Advisory 0.20% Add +2.3% 1,338 $278K
Davis R M Inc. 0.01% No change 1,337 $278K
Creative Financial Designs Inc. 0.02% Reduce -27.0% 1,335 $277K
Diamant Asset Management, Inc. 0.17% Reduce -5.0% 1,330 $276K
GYL Financial Synergies, LLC 0.02% Reduce -2.4% 1,330 $276K
Quantum Private Wealth, LLC 0.09% No change 1,324 $275K
Weaver Consulting Group 0.09% Add +29.3% 1,323 $275K
Ironsides Asset Advisors, LLC 0.08% No change 1,309 $272K
New Covenant Trust Company, N.A. 0.26% Add +18.4% 1,319 $271K
SignalPoint Asset Management, LLC 0.06% Add +9.1% 1,318 $271K
Bluespring Wealth Management, LLC 0.03% Add +2.5% 1,303 $270K
Alan B Lancz & Associates, Inc. 0.25% No change 1,300 $270K
Headinvest, LLC 0.05% Reduce -0.7% 1,300 $270K
Resonant Capital Advisors, LLC 0.02% Add +2.6% 1,299 $270K
Essex Bank 0.07% No change 1,295 $269K
Genesee Capital Advisors, LLC 0.13% Add +0.3% 1,294 $269K
D L Carlson Investment Group Inc. 0.05% Add +0.2% 1,292 $268K
Sax Wealth Advisors, LLC 0.02% Add +15.2% 1,287 $267K
Providence First Trust Co 0.11% New 1,285 $267K
Grove Bank & Trust 0.04% Add +6.5% 1,278 $265K
Trilogy Capital Inc. 0.01% Reduce -5.8% 1,278 $265K
Fort Pitt Capital Group, LLC 0.01% New 1,276 $265K
Financial Futures Ltd Liability Co. 0.15% Reduce -5.5% 1,276 $265K
Mirador Capital Partners LP 0.05% No change 1,273 $264K
Hurlow Wealth Management Group, Inc. 0.08% Reduce -0.1% 1,273 $264K
Winthrop Advisory Group LLC 0.03% Add +0.2% 1,270 $264K
First National Corp. /Ma/ 0.06% Reduce -14.2% 1,269 $263K
Visionary Wealth Advisors 0.02% Reduce -1.7% 1,267 $263K
Vectors Research Management, LLC 0.08% Reduce -0.6% 1,265 $262K
Calydon Capital 0.04% Reduce -61.8% 1,243 $261K
Tucker Asset Management LLC 0.06% Reduce -26.4% 1,254 $260K
Commonwealth Financial Services, LLC 0.05% Add +0.2% 1,251 $260K
West Michigan Advisors, LLC 0.08% Add +1.1% 1,252 $260K
Gen-Wealth Partners Inc 0.11% Add +2.6% 1,209 $260K
Phillips Wealth Planners LLC 0.25% Reduce -2.0% 1,217 $259K
Teza Capital Management LLC 0.03% New 1,248 $259K
Crewe Advisors LLC 0.03% Reduce -0.8% 1,244 $258K
Means Investment Co., Inc. 0.03% Add +0.1% 1,242 $258K
Signature Estate & Investment Advisors LLC 0.01% Add +3.9% 1,239 $257K
Wealth Management Associates, Inc. 0.11% No change 1,237 $257K
Moseley Investment Management Inc. 0.10% Add +0.1% 1,236 $257K
Balboa Wealth Partners 0.06% Add +4.1% 1,233 $256K
Up Strategic Wealth Investment Advisors LLC 0.29% Add +8.8% 1,228 $255K
Hamilton Capital, LLC 0.02% No change 1,180 $255K
Paragon Capital Management Ltd 0.05% Add +0.3% 1,225 $254K
A. D. Beadell Investment Counsel, Inc. 0.20% No change 1,225 $254K
Legacy Edge Advisors, LLC 0.04% Reduce -1.8% 1,220 $253K
Capital Planning Advisors, LLC 0.04% No change 1,218 $253K
Hilltop National Bank 0.08% Add +18.1% 1,208 $251K
First Interstate Bank 0.02% Add +20.6% 1,205 $250K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,196 $250K
PGIM Custom Harvest LLC 0.01% New 1,204 $250K
Atlanta Consulting Group Advisors, LLC 0.06% New 1,200 $249K
United Advisor Group, LLC 0.06% Add +27.6% 1,198 $249K
Frisch Financial Group, Inc. 0.07% Add +0.3% 1,194 $248K
Quantum Financial Advisors, LLC 0.04% No change 1,192 $247K
First Financial Corp. 0.12% No change 1,191 $247K
Moss Adams Wealth Advisors LLC 0.03% Add +17.0% 1,190 $247K
Brooks, Moore & Associates, Inc. 0.15% No change 1,188 $247K
Trek Financial, LLC 0.02% Add +6.9% 1,188 $247K
Waterloo Capital, L.P. 0.03% Add +13.6% 1,187 $246K
Optas, LLC 0.06% Add +0.8% 1,187 $246K
Kanawha Capital Management LLC 0.02% No change 1,182 $245K
Rossmore Private Capital 0.03% No change 1,180 $245K
Courier Capital LLC 0.02% New 1,175 $244K
Maia Wealth LLC 0.06% Reduce -4.4% 1,165 $243K
Grant Street Asset Management, Inc. 0.07% No change 1,169 $243K
Regent Peak Wealth Advisors LLC 0.06% Add +0.5% 1,168 $242K
Lowe Brockenbrough & Co. Inc. 0.02% Add +10.4% 1,168 $242K
Baader Bank Aktiengesellschaft 0.02% Reduce -86.3% 1,234 $242K
Rosenberg Matthew Hamilton 0.06% No change 1,166 $242K
WINTON GROUP Ltd 0.02% Reduce -68.5% 1,165 $242K
Simon Quick Advisors, LLC 0.02% Add +13.2% 1,164 $242K
Archer Investment Corp 0.06% Add +6.9% 1,158 $240K
Silver Coast Investments LLC 0.09% No change 1,152 $239K
LaFleur & Godfrey LLC 0.03% No change 1,152 $239K
Winch Advisory Services, LLC 0.07% Add +4.3% 1,151 $239K
Bangor Savings Bank 0.02% Reduce -6.0% 1,150 $239K
Gray Wealth Management Inc. 0.09% No change 1,148 $238K
Beacon Investment Advisors LLC 0.11% Add +2.2% 1,135 $236K
Ridgewood Investments LLC 0.12% Reduce -7.2% 1,131 $235K
Facet Wealth, Inc. 0.01% Add +5.2% 1,086 $232K
Pasadena Private Wealth, LLC 0.05% Add +4.7% 1,118 $232K
CRA Financial Services, LLC 0.04% Add +4.7% 1,116 $232K
CPC Advisors, LLC 0.03% No change 1,115 $231K
Compass Ion Advisors, LLC 0.03% Add +0.5% 1,114 $231K
Trivium Point Advisory, LLC 0.03% Add +5.1% 1,022 $231K
Pflug Koory, LLC 0.02% — 1,109 $230K
Excalibur Management Corp. 0.09% No change 1,106 $230K
Gitterman Wealth Management, LLC 0.10% New 1,104 $229K
German American Bancorp, Inc. 0.02% No change 1,102 $229K
Wolff Wiese Magana LLC 0.16% Add +0.7% 1,100 $228K
Bridgefront Capital, LLC 0.09% New 1,100 $228K
North Star Asset Management Inc. 0.01% No change 1,100 $228K
Sharp Wealth Advisory, LLC 0.18% Add +8.2% 1,099 $228K
S&co Inc. 0.01% No change 1,100 $228K
Washington Trust Advisors, Inc. 0.02% No change 1,098 $228K
GenTrust, LLC 0.01% New 1,097 $228K
Carolinas Wealth Consulting LLC 0.04% Add +1.1% 1,094 $227K
Financial Guidance Group, Inc. 0.13% No change 1,092 $227K
M&R Capital Management Inc. 0.05% Add +1.0% 1,092 $227K
Sound Income Strategies, LLC 0.01% Reduce -46.3% 1,091 $226K
Graves Light Lenhart Wealth, Inc. 0.03% No change 1,088 $226K
One Day In July LLC 0.03% Add +13.1% 1,083 $225K
OneAscent Wealth Management LLC 0.09% Reduce -41.7% 1,078 $224K
Bray Capital Advisors 0.05% No change 1,075 $223K
Rice Partnership, LLC 0.04% New 1,073 $223K
First National Bank & Trust Co. of Newtown 0.04% No change 1,068 $222K
Elevatus Welath Management 0.07% Add +8.6% 1,065 $221K
Second Line Capital, LLC 0.06% No change 1,054 $219K
Breakwater Capital Group 0.04% Add +1.7% 1,053 $219K
Kellett Wealth Advisors, LLC 0.16% No change 1,052 $218K
Charter Research & Investment Group, Inc. 0.16% No change 1,050 $218K
Portfolio Design Labs, LLC 0.06% Reduce -10.4% 1,049 $218K
Whalerock Point Partners, LLC 0.05% No change 1,048 $218K
Ewa, LLC 0.08% Add +3.8% 981 $218K
Fiduciary Group, LLC 0.02% Add +0.6% 1,047 $217K
Wealth Alliance, LLC 0.03% Reduce -5.7% 1,045 $217K
Resolute Advisors LLC 0.04% Add +0.4% 1,044 $217K
Silvant Capital Management LLC 0.01% No change 1,044 $217K
First County Bank 0.11% No change 1,041 $216K
US Asset Management LLC 0.19% No change 957 $216K
Watts Gwilliam & Co., LLC 0.05% — 1,034 $216K
Mairs & Power Inc. 0.00% Reduce -6.8% 1,038 $215K
TNF LLC 0.08% No change 1,031 $215K
SevenBridge Financial Group, LLC 0.04% New 962 $215K
Colonial River Investments, LLC 0.11% Reduce -11.2% 1,036 $215K
MV Capital Management, Inc. 0.02% Add +0.3% 1,036 $215K
Stableford Capital II LLC 0.09% Reduce -22.8% 1,014 $215K
Selective Wealth Management, Inc. 0.09% No change 1,029 $215K
Alliance Wealth Advisors, LLC 0.06% New 1,031 $214K
Kestra Investment Management, LLC 0.01% New 1,030 $214K
Leisure Capital Management 0.09% No change 1,029 $214K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,029 $214K
Camden National Bank 0.03% Reduce -3.5% 1,028 $213K
Fairhaven Wealth Management, LLC 0.07% Add +0.1% 1,028 $213K
Farmers Trust Co. 0.04% New 1,026 $213K
Sweeney & Michel, LLC 0.08% No change 1,000 $213K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -14.2% 1,020 $212K
Navellier & Associates Inc. 0.03% Add +0.2% 1,020 $212K
Planning Directions Inc. 0.13% Add +0.4% 1,017 $211K
D. Scott Neal, Inc. 0.11% No change 1,017 $211K
Paces Ferry Wealth Advisors, LLC 0.12% Add +3.0% 1,014 $211K
Premier Path Wealth Partners, LLC 0.03% Reduce -3.4% 1,013 $210K
Key Client Fiduciary Advisors, LLC 0.10% Add +0.8% 1,013 $210K
NatWest Group plc 0.06% No change 1,013 $210K
Seed Wealth Management, Inc. 0.17% No change 1,012 $210K
Greenwood Gearhart LLC 0.02% No change 1,012 $210K
Patten & Patten Inc. 0.01% Add +2.0% 1,012 $210K
Ethos Financial Group, LLC 0.04% Add +0.2% 1,011 $210K
Cromwell Holdings LLC 0.13% No change 1,010 $210K
Rodgers Brothers Inc. 0.03% No change 1,008 $209K
Quent Capital, LLC 0.02% Reduce -3.9% 1,009 $209K
Aprio Wealth Management, LLC 0.03% Add +0.5% 1,007 $209K
Five Oceans Advisors 0.10% New 1,004 $208K
Meridian Financial Partners LLC 0.11% No change 1,000 $208K
Tsfg, LLC 0.05% Add +1.2% 1,001 $208K
Clay Northam Wealth Management, LLC 0.14% No change 1,000 $208K
Sterneck Capital Management, LLC 0.11% No change 1,000 $208K
Alta Advisers Ltd 0.09% No change 1,000 $208K
Birmingham Capital Management Co. Inc. 0.08% No change 1,000 $208K
Websterrogers Financial Advisors, LLC 0.07% Reduce -1.8% 1,000 $208K
Knuff & Co LLC 0.06% No change 1,000 $208K
WealthPlan Investment Management, LLC 0.02% No change 1,000 $208K
Mission Wealth Management, LP 0.01% Add +0.8% 999 $207K
Human Investing LLC 0.04% Reduce -0.8% 998 $207K
Enterprise Financial Services Corp 0.12% Reduce -24.6% 998 $207K
Childress Capital Advisors, LLC 0.06% Add +2.9% 997 $207K
Semus Wealth Partners LLC 0.14% Reduce -19.7% 992 $206K
Sunbelt Securities, Inc. 0.02% Add +19.9% 990 $206K
Gratus Wealth Advisors, LLC 0.03% Reduce -4.1% 1,000 $205K
Centurion Wealth Management LLC 0.07% — 989 $205K
RAM Investment Partners, LLC 0.05% Add +1.2% 988 $205K
One Wealth Advisors, LLC 0.03% Add +0.1% 986 $205K
Asset Dedication, LLC 0.01% No change 985 $205K
TRUE Private Wealth Advisors 0.02% Reduce -60.6% 985 $205K
Diametric Capital, LP 0.10% Reduce -67.7% 985 $204K
First Financial Bankshares Inc 0.00% New 985 $204K
Altus Wealth Group LLC 0.09% Add +0.7% 982 $204K
MinichMacGregor Wealth Management, LLC 0.04% No change 981 $204K
Gables Capital Management Inc. 0.10% No change 979 $203K
New Century Financial Group, LLC 0.07% Reduce -4.3% 978 $203K
Sage Advisors, LLC 0.16% New 973 $202K
Bath Savings Trust Co 0.02% New 973 $202K
Profit Investment Management, LLC 0.16% No change 969 $201K
TCI Wealth Advisors, Inc. 0.02% Add +0.2% 969 $201K
Symmetry Partners, LLC 0.05% Reduce -69.4% 969 $201K
BCS Wealth Management 0.09% Reduce -2.0% 967 $201K
ABN AMRO Bank N.V. 0.00% No change 972 $201K
MADDEN SECURITIES Corp 0.09% No change 966 $201K
Circle Wealth Management, LLC 0.00% No change 966 $201K
Main Street Research LLC 0.01% Reduce -4.6% 965 $200K
Harbor Investment Advisory, LLC 0.02% Reduce -0.4% 963 $200K
Mather Group, Llc. 0.00% Reduce -47.8% 952 $198K
Spirit of America Management Corp. 0.04% Add +111.1% 950 $197K
Deseret Mutual Benefit Administrators 0.10% No change 948 $197K
Virtus Investment Advisers, LLC 0.16% Reduce -36.4% 945 $196K
AllSquare Wealth Management LLC 0.11% No change 945 $196K
Avalon Trust Co 0.01% Reduce -98.3% 900 $187K
Fourpath Capital Management, LLC 0.03% New 892 $185K
J.Safra Asset Management Corp 0.02% Add +29.1% 892 $183K
West Paces Advisors Inc. 0.04% No change 844 $175K
Acropolis Investment Management, LLC 0.01% No change 816 $169K
PSI Advisors, LLC 0.05% No change 815 $169K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 814 $169K
Catalyst Funds Management Pty Ltd 0.04% Reduce -61.9% 800 $166K
Ramirez Asset Management, Inc. 0.03% No change 800 $166K
Hills Bank & Trust Co 0.01% No change 800 $166K
Barrett & Company, Inc. 0.07% Add +0.1% 790 $164K
Granite FO LLC 0.09% New 770 $160K
Optiver Holding B.V. 0.00% New 770 $160K
Valley National Advisers Inc. 0.03% Reduce -4.5% 766 $159K
Clean Yield Group 0.05% No change 751 $156K
Castleview Partners, LLC 0.09% No change 744 $154K
Plato Investment Management Ltd 0.01% New 737 $153K
Delos Wealth Advisors, LLC 0.13% Add +7.5% 718 $149K
GW&K Investment Management, LLC 0.00% Add +2.8% 706 $147K
First Community Trust NA 0.12% No change 700 $145K
Financial Perspectives, Inc 0.05% No change 687 $143K
Continuum Advisory, LLC 0.02% Reduce -1.5% 638 $141K
Riverview Trust Co 0.12% Add +0.7% 680 $141K
Group One Trading LLC 0.01% Reduce -43.8% 678 $141K
Mascoma Wealth Management LLC 0.03% No change 660 $137K
Towne Trust Company, N.A 0.05% No change 647 $134K
Centaurus Financial, Inc. 0.01% No change 638 $133K
Montag A & Associates Inc. 0.01% No change 634 $132K
ORG Partners LLC 0.02% Reduce -11.7% 622 $129K
CNB Bank 0.06% No change 610 $127K
Tradewinds Capital Management, LLC 0.03% No change 606 $126K
Hemington Wealth Management 0.03% New 581 $125K
Cyrus J. Lawrence, LLC 0.02% Reduce -6.2% 605 $125K
Coppell Advisory Solutions LLC 0.02% Reduce -10.0% 600 $123K
Painted Porch Advisors LLC 0.06% No change 590 $122K
Briaud Financial Planning Inc 0.06% No change 585 $121K
Cornerstone National Bank & Trust Co 0.05% New 579 $120K
Essex Investment Management Co. LLC 0.02% No change 571 $119K
Salomon & Ludwin, LLC 0.01% Add +25.6% 569 $118K
Covestor Ltd 0.07% Reduce -0.5% 563 $117K
Oarsman Capital, Inc. 0.02% New 551 $114K
Garde Capital, Inc. 0.01% Add +0.2% 533 $111K
TruNorth Capital Management, LLC 0.03% Add +19.8% 515 $107K
Plante Moran Financial Advisors, LLC 0.01% Add +3.5% 503 $104K
Elevation Wealth Partners, LLC 0.04% No change 500 $104K
Boyd Watterson Asset Management LLC 0.03% Reduce -5.2% 493 $102K
Pacifica Partners Inc. 0.04% No change 487 $101K
Wiser Advisor Group LLC 0.15% Add +0.2% 480 $100K
Magellan Asset Management Ltd 0.00% Reduce -28.4% 479 $99K
Hollencrest Capital Management 0.00% Add +50.6% 467 $97K
Investors Research Corp 0.02% No change 459 $95K
Citizens National Bank Trust Department 0.02% No change 450 $93K
Darwin Wealth Management, LLC 0.03% New 450 $93K
State of Wyoming 0.01% Reduce -22.4% 449 $93K
Concord Wealth Partners 0.02% No change 447 $93K
Arax Advisory Partners 0.01% Add +1.1% 445 $92K
CoreFirst Bank & Trust 0.05% New 440 $91K
Laurel Wealth Advisors LLC 0.01% Add +202.8% 436 $91K
Versant Capital Management, Inc 0.02% Reduce -29.6% 435 $90K
Ashton Thomas Securities, LLC 0.02% New 428 $89K
Quarry LP 0.03% Reduce -38.6% 419 $87K
Sittner & Nelson, LLC 0.04% No change 413 $86K
IAG Wealth Partners, LLC 0.02% No change 401 $83K
Sugarloaf Wealth Management, LLC 0.01% No change 390 $81K
Byrne Asset Management LLC 0.06% Reduce -6.5% 388 $81K
Mfa Wealth Advisors, LLC 0.02% No change 385 $80K
Key Financial Inc 0.02% Add +0.5% 380 $79K
Centerpoint Advisors, LLC 0.03% Reduce -9.8% 370 $77K
Itau Unibanco Holding S.A. 0.00% No change 369 $77K
JFS Wealth Advisors, LLC 0.01% Add +57.6% 364 $76K
Valued Wealth Advisors LLC 0.05% Add +1.7% 360 $75K
Tower View Wealth Management LLC 0.04% No change 341 $71K
Financial Freedom, LLC 0.04% No change 340 $71K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -73.2% 329 $68K
Annapolis Financial Services, LLC 0.02% No change 325 $67K
Global Trust Asset Management, LLC 0.02% Add +10366.7% 314 $65K
Venturi Wealth Management, LLC 0.00% Reduce -7.7% 313 $65K
HBC Financial Services, PLLC 0.04% No change 300 $64K
FSA Wealth Management LLC 0.03% — 306 $64K
Bollard Group LLC 0.00% Add +0.3% 292 $61K
Security National Bank 0.01% No change 291 $60K
Pension & Wealth Management Advisors, Inc. 0.03% New 290 $60K
Voisard Asset Management Group, Inc. 0.02% Add +2.9% 288 $60K
Studio Investment Management LLC 0.01% No change 285 $59K
Abound Wealth Management 0.02% Add +1.1% 283 $59K
TD Capital Management LLC 0.01% No change 280 $58K
Tortoise Investment Management, LLC 0.01% No change 279 $58K
Bogart Wealth, LLC 0.00% No change 268 $56K
Kennebec Savings Bank 0.05% — 267 $55K
Westside Investment Management, Inc. 0.01% Reduce -8.9% 245 $51K
Planning Capital Management Corp 0.03% Add +52.2% 245 $51K
Trifecta Capital Advisors, LLC 0.01% No change 242 $50K
SJS Investment Consulting Inc. 0.01% Add +588.2% 234 $49K
Alpine Bank Wealth Management 0.01% — 234 $49K
Rational Advisors, Inc. 0.00% Reduce -11.4% 225 $47K
Country Trust Bank 0.00% No change 225 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 219 $45K
DHJJ Financial Advisors, Ltd. 0.02% Add +51.8% 211 $44K
DSM Capital Partners LLC 0.00% No change 211 $44K
Capstone Investment Advisors, LLC 0.00% New 205 $43K
SOA Wealth Advisors, LLC. 0.01% No change 205 $43K
Twin Lakes Capital Management, LLC 0.03% Add +0.5% 202 $42K
Perkins Coie Trust Co 0.01% No change 200 $42K
Duncker Streett & Co. Inc. 0.01% No change 200 $42K
NewSquare Capital LLC 0.00% No change 200 $42K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 199 $41K
Kepos Capital LP 0.02% Reduce -16.7% 194 $40K
Cassady Schiller Wealth Management, LLC 0.01% No change 190 $39K
Cherry Tree Wealth Management, LLC 0.01% Add +0.5% 187 $39K
WealthCollab, LLC 0.03% No change 184 $38K
Strategic Investment Solutions, Inc. 0.01% No change 180 $37K
Uncommon Cents Investing LLC 0.01% New 180 $37K
Godsey & Gibb, Inc. 0.00% No change 180 $37K
Cape Investment Advisory, Inc. 0.02% Add +0.6% 180 $37K
Addison Advisors LLC 0.01% No change 179 $37K
Fairscale Capital, LLC 0.03% No change 176 $37K
Cornerstone Planning Group LLC 0.01% Reduce -44.3% 166 $36K
Raffa Wealth Management, LLC 0.01% No change 174 $36K
Beacon Capital Management, LLC 0.01% Reduce -4.4% 173 $36K
Financial Network Wealth Advisors LLC 0.03% Add +78.3% 164 $34K
Blue Bell Private Wealth Management, LLC 0.01% No change 164 $34K
Dynamic Wealth Strategies, LLC 0.03% No change 166 $34K
McClarren Financial Advisors, Inc. 0.00% Reduce -2.8% 207 $34K
Slocum, Gordon & Co LLP 0.01% No change 161 $34K
CGC Financial Services, LLC 0.01% No change 160 $33K
True Wealth Design, LLC 0.01% No change 157 $33K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 145 $30K
Financial Management Professionals, Inc. 0.00% No change 144 $30K
Hexagon Capital Partners LLC 0.01% Reduce -31.2% 137 $28K
Osterweis Capital Management Inc. 0.00% Reduce -31.5% 137 $28K
Mowery & Schoenfeld Wealth Management, LLC 0.04% No change 132 $27K
New Age Alpha Advisors, LLC 0.02% Add +176.6% 130 $27K
Fortitude Family Office, LLC 0.01% No change 130 $27K
PEAK6 Investments LLC 0.00% New 127 $26K
Activest Wealth Management 0.01% Add +4000.0% 123 $26K
Louisbourg Investments Inc. 0.01% Reduce -20.6% 123 $26K
Carolina Wealth Advisors, LLC 0.01% No change 115 $24K
SWAN Capital LLC 0.01% No change 113 $23K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 109 $23K
Richardson Financial Services Inc. 0.01% No change 105 $22K
Atticus Wealth Management, LLC 0.01% Add +0.9% 108 $22K
Fairway Wealth LLC 0.01% Reduce -38.6% 105 $22K
Nemes Rush Group LLC 0.00% No change 102 $22K
JDM Financial Group LLC 0.01% Add +94.3% 103 $21K
Lowe Wealth Advisors, LLC 0.01% No change 102 $21K
Altshuler Shaham Ltd 0.00% No change 102 $21K
Hanson & Doremus Investment Management 0.00% No change 103 $21K
PFS Partners, LLC 0.01% No change 100 $21K
Union Savings Bank 0.01% No change 100 $21K
Disciplina Capital Management LLC 0.00% New 99 $21K
Raleigh Capital Management Inc. 0.01% Reduce -64.2% 96 $20K
Sachetta, LLC 0.01% Reduce -36.5% 94 $20K
Main Street Group, LTD 0.01% Reduce -1.1% 91 $19K
Carmichael Hill & Associates, Inc. 0.01% No change 89 $18K
Partnership Wealth Management, LLC 0.01% No change 88 $18K
DT Investment Partners, LLC 0.00% Add +230.8% 86 $18K
4Thought Financial Group Inc. 0.01% No change 85 $18K
Roble, Belko & Company, Inc 0.00% No change 84 $17K
Kiely Wealth Advisory Group, Inc. 0.01% No change 75 $17K
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% No change 78 $16K
Morton Brown Family Wealth, LLC 0.01% New 75 $16K
Kessler Investment Group, LLC 0.01% No change 74 $15K
Bank & Trust Co 0.01% No change 72 $15K
IMA Advisory Services, Inc. 0.00% New 72 $15K
West Branch Capital LLC 0.01% Add +1.4% 71 $15K
Bell Investment Advisors, Inc 0.00% Add +12.9% 70 $15K
West Financial Advisors, LLC 0.00% New 67 $14K
Northwest Financial Advisors 0.01% New 66 $14K
Reston Wealth Management LLC 0.00% New 65 $13K
Copley Financial Group, Inc. 0.01% — 63 $13K
American Capital Advisory, LLC 0.01% Reduce -6.1% 62 $13K
Northwest Capital Management Inc 0.00% No change 62 $13K
Gilliland Jeter Wealth Management LLC 0.00% Add +71.4% 60 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 60 $12K
Avion Wealth 0.00% Add +5.2% 61 $12K
Kozak & Associates, Inc. 0.00% New 52 $11K
Talon Private Wealth, LLC 0.00% — 53 $11K
Highline Wealth Partners LLC 0.00% No change 52 $11K
Westend Capital Management, LLC 0.00% New 52 $11K
Earned Wealth Advisors, LLC 0.00% New 52 $11K
Pacific Center for Financial Services 0.00% No change 50 $10K
Aspect Partners, LLC 0.01% No change 50 $10K
Missouri Trust & Investment Co 0.00% No change 50 $10K
Iron Horse Wealth Management, LLC 0.00% No change 50 $10K
Morse Asset Management, Inc 0.00% New 50 $10K
Fortis Group Advisors, LLC 0.00% No change 50 $10K
Horizons Wealth Management 0.01% No change 49 $10K
Hobbs Group Advisors, LLC 0.00% No change 47 $10K
Davis Capital Management 0.01% Add +100.0% 46 $10K
Albion Financial Group 0.00% No change 45 $9K
Ruedi Wealth Management, Inc. 0.00% Reduce -33.3% 44 $9K
Birchbrook, Inc. 0.00% New 40 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 40 $8K
Rakuten Securities, Inc. 0.00% New 33 $7K
Richard W. Paul & Associates, LLC 0.00% Reduce -8.3% 33 $7K
Indiana Trust & Investment Management Co 0.00% No change 33 $7K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.0% 32 $7K
WFA of San Diego, LLC 0.01% No change 30 $6K
Eagle Bay Advisors LLC 0.00% No change 30 $6K
Riggs Asset Managment Co. Inc. 0.00% Add +3.5% 30 $6K
Penserra Capital Management LLC 0.00% No change 33 $6K
Stephens Consulting, LLC 0.00% No change 27 $6K
Proffitt & Goodson Inc. 0.00% New 27 $6K
Cranbrook Wealth Management, LLC 0.00% No change 27 $6K
Hoese & Co LLP 0.00% No change 26 $5K
Gould Capital, LLC 0.00% No change 25 $5K
Peterson Wealth Services 0.00% New 20 $4K
DecisionPoint Financial, LLC 0.00% No change 20 $4K
Park Place Capital Corp 0.00% No change 18 $4K
Frazier Financial Advisors, LLC 0.00% Reduce -51.4% 17 $4K
VitalStone Financial, LLC 0.00% Add +14.3% 16 $3K
Bear Mountain Capital, Inc. 0.00% No change 15 $3K
Cedar Mountain Advisors, LLC 0.00% No change 14 $3K
Global Wealth Strategies & Associates 0.00% No change 14 $3K
ESL Trust Services, LLC 0.00% No change 14 $3K
Clear Investment Research, LLC 0.00% No change 12 $2K
Tidemark, LLC 0.00% Add +100.0% 10 $2K
Strengthening Families & Communities, LLC 0.00% No change 10 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.5% 6 $2K
Claris Advisors, LLC / Mo / 0.00% New 8 $2K
1620 Investment Advisors, Inc. 0.00% New 6 $1K
New Millennium Group LLC 0.00% No change 5 $1K
Accordant Advisory Group Inc 0.00% New 5 $1K
Transcendent Capital Group LLC 0.00% No change 5 $1K
Robinswood Financial LLC 0.00% No change 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
Summit Securities Group LLC 0.00% New 6 $1K
Mattson Financial Services, LLC 0.00% No change 3 $640
Chesapeake Asset Management LLC 0.00% New 2 $415

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