Waste ManagementWM

13F holders, Q1 2025 (March 31)
2,205holders +74
179new positions
101sold out
10famous investors
$231.48avg. 13F price*

At the end of Q1 2025, 2,205 institutions reported holding Waste Management Inc. (WM) in their 13F filings, up 74 from Q4 2024. 179 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($8.7B), Gates Foundation Trust ($7.5B) and BlackRock, Inc. ($7.0B). 10 famous investors held it, including Bill Gates / Michael Larson (17.9% of Gates Foundation Trust's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions179$174.7M
Exits101$241.8M

All 13F filers, Q4 2024 → Q1 2025: 13,344,766 shares bought and 14,109,839 shares sold, net −765,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,205 holders

Vanguard Group Inc. 0.16% Add +0.2% 37,369,339 $8.7B
Gates Foundation Trust 17.85% No change 32,234,344 $7.5B
BlackRock, Inc. 0.15% Add +0.0% 30,183,254 $7.0B
State Street Corp. 0.18% Reduce -1.7% 18,543,345 $4.3B
Geode Capital Management, LLC 0.15% Add +3.8% 8,520,817 $2.0B
Morgan Stanley 0.12% Add +0.1% 7,368,470 $1.7B
Parnassus Investments, LLC 3.30% Reduce -5.5% 5,924,176 $1.4B
Ameriprise Financial Inc. 0.33% Add +30.4% 5,316,443 $1.2B
Norges Bank 0.16% Reduce -2.9% 4,860,752 $1.1B
Nordea Investment Management AB 1.04% Add +1.2% 4,290,658 $988.8M
Northern Trust Corp. 0.14% Add +1.8% 4,067,680 $941.7M
Wells Fargo & Company 0.23% Add +0.8% 4,055,207 $938.8M
Goldman Sachs Group Inc. 0.17% Reduce -17.1% 3,868,833 $895.7M
Bank of America Corp. 0.08% Add +2.9% 3,658,566 $847.0M
Amundi 0.29% Reduce -15.0% 3,311,548 $783.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +26.9% 3,343,267 $774.0M
Pictet Asset Management Holding SA 0.83% Reduce -7.1% 3,237,047 $749.4M
Lazard Asset Management LLC 1.18% Reduce -2.2% 3,042,437 $704.4M
Legal & General Group Plc 0.17% Reduce -7.0% 2,749,986 $636.6M
Bank of New York Mellon Corp 0.12% Reduce -8.0% 2,723,408 $630.5M
Clearbridge Investments, LLC 0.53% Reduce -1.3% 2,637,944 $610.7M
Dimensional Fund Advisors LP 0.14% Add +1.5% 2,462,903 $570.1M
Stifel Financial Corp. 0.56% Reduce -2.2% 2,285,017 $529.0M
Charles Schwab Investment Management Inc. 0.09% Add +1.4% 2,181,924 $505.1M
Royal Bank of Canada 0.11% Add +3.5% 2,161,750 $500.5M
Barclays PLC 0.23% Add +12.7% 2,146,924 $497.0M
Deutsche Bank AG 0.19% Reduce -1.9% 2,064,853 $478.0M
Capital Research Global Investors 0.10% Add +23.1% 2,041,060 $472.5M
Brown Brothers Harriman & Co. 3.28% Reduce -1.5% 2,028,431 $469.6M
UBS Group AG 0.10% Reduce -14.5% 1,950,513 $451.6M
Banque Pictet & Cie SA 4.68% Add +1.3% 1,893,190 $438.3M
Sustainable Growth Advisers, LP 2.41% Reduce -7.3% 1,863,378 $431.4M
Swedbank AB 0.57% Add +6.2% 1,848,141 $427.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.94% Reduce -5.7% 1,828,228 $423.3M
Invesco Ltd. 0.08% Reduce -12.2% 1,812,230 $419.5M
JPMorgan Chase & Co. 0.03% Add +15.1% 1,720,459 $398.3M
Raymond James Financial Inc. 0.15% Reduce -0.8% 1,673,668 $387.5M
Bank of Montreal 0.20% Reduce -9.3% 1,579,064 $365.6M
Alliancebernstein L.P. 0.13% Reduce -22.8% 1,573,095 $364.2M
California Public Employees Retirement System 0.25% Reduce -2.5% 1,561,149 $361.4M
Impax Asset Management Group plc 2.11% Reduce -7.5% 1,510,721 $349.7M
Mirova US LLC 4.02% Add +3.5% 1,463,261 $338.8M
Qube Research & Technologies Ltd 0.53% Add +2.0% 1,462,950 $338.7M
Nuveen, LLC 0.10% — 1,438,769 $333.1M
Jensen Investment Management Inc. 3.26% Reduce -14.0% 1,274,581 $295.1M
Swiss National Bank 0.19% Reduce -0.2% 1,131,900 $262.0M
T. Rowe Price Associates Inc. 0.03% Add +10.3% 1,117,912 $258.8M
HSBC Holdings PLC 0.17% Reduce -6.9% 1,104,822 $255.3M
Adage Capital Partners Gp, L.L.C. 0.43% Add +4.9% 999,667 $231.4M
Allianz Asset Management GmbH 0.33% Add +14.2% 968,834 $224.3M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +0.1% 953,526 $220.8M
Storebrand Asset Management As 0.68% Add +103.1% 898,036 $207.9M
Neuberger Berman Group LLC 0.17% Add +1.9% 890,297 $206.1M
National Pension Service 0.20% Add +9.0% 885,849 $205.1M
LPL Financial LLC 0.08% Reduce -3.4% 846,443 $196.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.23% Add +4.4% 832,707 $192.8M
Arrowstreet Capital, Limited Partnership 0.15% Add +58.5% 810,064 $187.5M
FMR LLC 0.01% Add +6.7% 796,211 $184.3M
Rhumbline Advisers 0.17% Add +1.2% 788,677 $182.6M
Candriam S.C.A. 1.13% Reduce -15.4% 775,429 $179.5M
Voya Investment Management LLC 0.23% Add +738.2% 759,217 $175.8M
National Bank of Canada 0.20% Reduce -18.6% 738,647 $171.0M
Locust Wood Capital Advisers, LLC 5.97% Add +36.7% 738,423 $171.0M
Envestnet Asset Management Inc. 0.05% Add +4.1% 733,805 $169.9M
BNP Paribas Financial Markets 0.13% Reduce -10.0% 730,393 $169.1M
Aberdeen Group plc 0.32% Add +32.7% 720,839 $165.6M
Alyeska Investment Group, L.P. 0.66% Add +210.0% 713,162 $165.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +11.6% 678,171 $157.0M
Scotia Capital Inc. 0.83% Add +3.5% 666,791 $154.4M
T. Rowe Price Investment Management, Inc. 0.10% Add +16999.3% 661,060 $153.0M
Two Sigma Investments, LP 0.34% Add +9.2% 642,399 $148.7M
Aviva PLC 0.34% Add +23.3% 613,309 $142.0M
Wealth Enhancement Advisory Services, LLC 0.26% Add +3.1% 592,229 $137.1M
Natixis Advisors, LLC 0.25% Add +4.2% 591,108 $136.8M
Bessemer Group Inc. 0.24% Reduce -5.2% 590,348 $136.7M
Ninety One UK Ltd 0.38% Reduce -33.5% 587,863 $136.1M
Mariner, LLC 0.22% Add +2.1% 566,805 $131.2M
Voloridge Investment Management, LLC 0.48% Reduce -7.2% 561,029 $129.9M
Ensign Peak Advisors, Inc 0.25% Reduce -3.4% 556,074 $128.7M
Johnson Investment Counsel Inc. 1.22% Reduce -0.3% 543,610 $125.9M
Agf Management Ltd. 0.67% Reduce -3.0% 542,259 $125.5M
DekaBank Deutsche Girozentrale 0.24% Reduce -0.1% 550,473 $124.6M
New York State Common Retirement Fund 0.18% Reduce -7.7% 537,779 $124.5M
Bahl & Gaynor LLC 0.61% Add +23.2% 514,791 $119.2M
PNC Financial Services Group, Inc. 0.06% Reduce -0.3% 512,707 $118.7M
Capital International Investors 0.02% Add +0.4% 509,740 $118.0M
Regions Financial Corp. 0.88% Reduce -2.2% 508,494 $117.7M
Nomura Asset Management Co. Ltd. 0.35% Add +9.2% 499,001 $115.5M
California State Teachers Retirement System 0.14% Reduce -0.2% 479,403 $111.0M
Russell Investments Group, Ltd. 0.15% Add +10.8% 466,112 $107.9M
Cerity Partners LLC 0.22% Add +110.0% 462,671 $107.1M
Principal Financial Group Inc. 0.06% Reduce -1.6% 460,940 $106.7M
Bank Julius Baer & Co. Ltd, Zurich 0.35% Add +4.0% 461,554 $106.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.31% Add +12.0% 459,900 $106.5M
TCTC Holdings, LLC 3.72% Reduce -0.2% 455,754 $105.5M
Korea Investment CORP 0.25% Add +43.0% 453,727 $105.0M
Empower Advisory Group, LLC 0.34% Add +1.6% 453,452 $105.0M
Citigroup Inc. 0.08% Add +120.1% 444,378 $102.9M
Lord, Abbett & Co. LLC 0.38% Add +8.2% 442,109 $102.4M
Abn Amro Investment Solutions 2.06% Reduce -8.4% 425,351 $98.5M
AQR Capital Management 0.10% Reduce -1.7% 423,071 $97.9M
APG Asset Management N.V. 0.29% Reduce -9.4% 443,818 $95.1M
Marshall Wace, LLP 0.13% Reduce -27.0% 409,192 $94.7M
CANADA LIFE ASSURANCE Co 0.16% Add +2.8% 399,867 $92.7M
Compagnie Lombard Odier SCmA 1.13% Add +16.0% 397,629 $92.1M
Guggenheim Capital LLC 0.86% Add +2.7% 396,071 $91.7M
Franklin Resources Inc. 0.03% Reduce -0.1% 393,564 $91.1M
Rathbones Group PLC 0.44% Reduce -0.5% 389,186 $90.1M
Assenagon Asset Management S.A. 0.16% Add +550.2% 388,385 $89.9M
State Board of Administration of Florida Retirement System 0.17% No change 380,914 $88.2M
Acadian Asset Management LLC 0.24% Reduce -6.1% 372,808 $86.3M
Two Sigma Advisers, LP 0.19% Add +29.6% 363,200 $84.1M
Robeco Schweiz AG 2.05% Add +19.9% 360,350 $83.4M
Schroder Investment Management Group 0.08% Reduce -26.1% 358,327 $81.7M
KBC Group NV 0.25% Add +14.0% 350,860 $81.2M
Massachusetts Financial Services Co. 0.03% Reduce -5.3% 344,111 $79.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% Reduce -5.5% 343,332 $79.5M
Danske Bank A/S 0.24% Add +6.7% 333,627 $77.2M
Kornitzer Capital Management Inc. 1.57% Reduce -3.5% 326,270 $75.5M
Baird Financial Group, Inc. 0.14% Add +0.5% 323,658 $74.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.45% Reduce -9.9% 315,354 $73.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Reduce -17.6% 318,173 $72.7M
Westwood Holdings Group Inc. 0.56% Reduce -10.1% 313,737 $72.6M
Vontobel Holding Ltd. 0.26% Add +92.3% 309,898 $71.7M
Credit Agricole S A 0.27% Add +111.4% 305,342 $70.7M
Blair William & Co. 0.21% Add +192.6% 303,773 $70.3M
Commonwealth Equity Services, LLC 0.10% Add +3.5% 301,333 $69.8M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -2.8% 299,361 $69.3M
HighTower Advisors, LLC 0.09% Add +6.1% 295,248 $68.4M
Renaissance Technologies 0.10% Reduce -37.8% 289,200 $67.0M
Calamos Advisors LLC 0.45% Add +2.8% 283,500 $65.6M
Employees Retirement System of Texas 0.71% Add +18.0% 282,018 $65.3M
Bartlett & Co. Wealth Management LLC 0.94% Reduce -1.0% 275,311 $63.7M
Covea Finance 2.92% Add +27.0% 275,133 $63.7M
TD Asset Management Inc 0.06% Add +17.0% 271,832 $62.9M
New York State Teachers Retirement System 0.14% Reduce -3.3% 266,874 $61.8M
Squarepoint Ops LLC 0.15% Add +24.5% 264,723 $61.3M
Sei Investments Co. 0.08% Add +1.0% 255,387 $59.1M
King Luther Capital Management Corp. 0.27% Reduce -0.6% 255,059 $59.0M
Commerce Bank 0.38% Reduce -1.3% 254,656 $59.0M
Janney Montgomery Scott LLC 0.17% Reduce -1.1% 251,248 $58.2M
Allspring Global Investments Holdings, LLC 0.10% Reduce -11.2% 247,732 $57.9M
Corient Private Wealth LP 0.09% Reduce -47.2% 249,988 $57.9M
ING Groep NV 0.40% Add +81.6% 249,863 $57.8M
Ycg, LLC 4.51% Reduce -0.4% 248,792 $57.6M
Clark Capital Management Group, Inc. 0.41% Add +1.3% 247,050 $57.2M
Tredje AP-fonden 0.53% Add +214.6% 246,063 $57.0M
Donaldson Capital Management, LLC 2.13% Add +707.9% 243,136 $56.3M
Berkshire Asset Management LLC 2.64% Reduce -3.7% 236,003 $55.2M
First Trust Advisors LP 0.05% Reduce -3.5% 236,272 $54.7M
Toronto Dominion Bank 0.14% Add +17.8% 236,002 $54.6M
Retirement Systems of Alabama 0.21% Reduce -1.0% 234,852 $54.4M
Fifth Third Bancorp 0.21% Reduce -1.2% 233,524 $54.1M
Gateway Investment Advisers LLC 0.61% Reduce -0.0% 230,372 $53.3M
Cibc World Market Inc. 0.12% Reduce -10.5% 225,665 $52.2M
State of Wisconsin Investment Board 0.14% Reduce -3.9% 225,544 $52.2M
Northwest & Ethical Investments L.P. 1.40% Reduce -1.6% 222,550 $51.5M
Caisse de depot et placement du Quebec 0.11% Add +111.5% 219,768 $50.9M
D. E. Shaw & Co. 0.06% Reduce -25.4% 218,697 $50.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -8.2% 217,826 $50.4M
US Bancorp \de 0.07% Reduce -2.9% 217,304 $50.3M
Raiffeisen Bank International AG 0.80% Reduce -5.0% 218,878 $49.9M
Bank of Nova Scotia 0.11% Reduce -24.8% 212,978 $49.3M
Kimelman & Baird, LLC 4.14% Reduce -1.2% 210,242 $48.7M
Sabal Trust CO 2.68% Reduce -2.8% 208,667 $48.3M
Los Angeles Capital Management LLC 0.21% Reduce -66.2% 207,929 $48.1M
Asset Management One Co., Ltd. 0.16% Add +7.1% 205,144 $47.5M
Park National Corp. 1.73% Reduce -2.5% 203,328 $47.1M
Cetera Investment Advisers 0.09% Add +13.7% 201,659 $46.7M
Ami Asset Management Corp. 2.73% Reduce -3.3% 201,583 $46.7M
Royal London Asset Management Ltd. 0.11% Add +11.9% 201,134 $46.6M
Wellington Management Group LLP 0.01% Reduce -23.1% 200,703 $46.5M
AXA S.A. 0.15% Reduce -18.5% 197,866 $45.8M
Rockefeller Capital Management L.P. 0.11% Add +21.9% 196,847 $45.6M
M&T Bank Corp 0.17% Reduce -4.4% 196,808 $45.6M
Focus Partners Wealth 0.11% Add +0.5% 196,495 $45.5M
Eastern Bank 0.88% Add +16.3% 194,368 $45.0M
KCM Investment Advisors LLC 1.62% Reduce -0.9% 192,940 $44.7M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -0.1% 192,402 $44.5M
KLP Kapitalforvaltning As 0.22% Add +1.0% 192,053 $44.5M
Prudential Financial Inc. 0.06% Reduce -18.4% 189,368 $43.8M
Moody LYNN Lieberson & Walker, LLC 2.81% Add +0.7% 188,916 $43.7M
Handelsbanken Fonder AB 0.18% Reduce -5.9% 187,640 $43.4M
SG Americas Securities, LLC 0.15% Add +1852.2% 187,315 $43.4M
Partners Group Holding AG 1.81% Add +3.9% 186,350 $43.1M
Gabelli Funds LLC 0.33% Reduce -0.7% 185,872 $43.0M
Investment Management Corp of Ontario 0.87% Reduce -28.9% 184,085 $42.6M
Treasurer of the State of North Carolina 0.17% Reduce -6.5% 183,566 $42.5M
W1M Asset Management Ltd 3.58% Add +3.6% 180,219 $41.7M
Osaic Holdings, Inc. 0.09% Reduce -5.1% 177,768 $41.2M
Sequoia Financial Advisors, LLC 0.32% Add +1.2% 177,269 $41.0M
Victory Capital Management Inc. 0.04% Reduce -1.5% 169,851 $39.3M
DNB Asset Management AS 0.18% Reduce -1.7% 168,840 $39.1M
Public Employees Retirement System of Ohio 0.14% Reduce -4.6% 168,748 $39.1M
Capital Advisors Inc. 0.77% Add +4.9% 167,027 $38.7M
Truist Financial Corp. 0.06% Add +7.0% 164,546 $38.1M
STRS Ohio 0.16% Reduce -2.8% 162,349 $37.6M
Resona Asset Management Co.,Ltd. 0.21% Add +6.6% 160,625 $37.1M
Quintet Private Bank (Europe) S.A. 2.16% Add +2.9% 158,627 $36.7M
Peapack Gladstone Financial Corp. 0.54% Reduce -2.1% 158,537 $36.7M
Renaissance Group LLC 1.59% Add +1.4% 156,252 $36.2M
Stock Yards Bank & Trust Co. 1.26% Reduce -2.5% 152,173 $35.2M
Mn Services Vermogensbeheer B.V. 0.27% Reduce -6.7% 149,300 $34.6M
Systematic Alpha Investments, LLC 1.32% No change 149,216 $34.5M
Stack Financial Management, Inc 2.86% Reduce -0.2% 148,149 $34.3M
Creative Planning 0.03% Add +6.2% 147,292 $34.1M
Chilton Capital Management LLC 1.45% Add +0.0% 144,768 $33.5M
Worldquant Millennium Advisors LLC 0.21% Reduce -19.3% 144,630 $33.5M
Mediolanum International Funds Ltd 0.46% Reduce -27.5% 146,181 $33.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 6.87% New 143,855 $33.3M
GAMCO Investors 0.36% Reduce -4.1% 142,716 $33.0M
Pittenger & Anderson Inc. 1.19% Add +0.2% 140,304 $32.5M
State of Tennessee, Department of Treasury 0.12% Add +14.4% 139,190 $32.2M
Baldwin Wealth Partners LLC 2.24% Add +1.7% 137,698 $31.9M
Investment House LLC 1.78% Add +0.2% 135,115 $31.3M
Destination Wealth Management 0.98% Reduce -1.4% 134,519 $31.1M
Cambridge Investment Research Advisors, Inc. 0.10% Add +13.9% 133,745 $31.0M
State of New Jersey Common Pension Fund D 0.14% Reduce -8.3% 133,743 $31.0M
Martingale Asset Management L P 0.78% Reduce -9.1% 133,109 $30.8M
Northeast Investment Management 1.43% Add +0.0% 132,866 $30.8M
EP Wealth Advisors, LLC 0.25% Add +668.3% 132,583 $30.7M
B. Metzler seel. Sohn & Co. AG 0.31% Reduce -3.9% 131,716 $30.5M
Lansforsakringar Fondforvaltning AB (publ) 0.19% Reduce -52.0% 130,935 $30.3M
Schonfeld Strategic Advisors LLC 0.20% Add +120.5% 130,804 $30.3M
Trexquant Investment LP 0.35% Add +91.3% 130,128 $30.1M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +1.1% 129,412 $30.0M
Blue Chip Partners, LLC 2.51% Add +3.0% 125,913 $29.2M
Railway Pension Investments Ltd 0.41% No change 125,276 $29.0M
Robeco Institutional Asset Management B.V. 0.06% Reduce -5.6% 125,196 $29.0M
Captrust Financial Advisors 0.07% Add +9.7% 124,688 $28.9M
Foster Dykema Cabot & Partners, LLC 2.28% Add +0.3% 122,504 $28.4M
FIL Ltd 0.03% Reduce -59.1% 122,284 $28.3M
Mackenzie Financial Corp. 0.04% Add +31.5% 122,035 $28.3M
Stephens Inc. 0.41% Reduce -8.9% 121,517 $28.1M
Arizona State Retirement System 0.18% Add +3.5% 119,796 $27.7M
Liberty One Investment Management, LLC 2.80% Reduce -3.7% 119,716 $27.7M
Reynders McVeigh Capital Management, LLC 1.54% Reduce -3.9% 119,055 $27.6M
CIBC Asset Management Inc 0.09% Add +27.8% 117,003 $27.1M
Banco Santander, S.A. 0.30% Reduce -1.8% 115,952 $26.8M
Teacher Retirement System of Texas 0.11% Reduce -16.8% 115,159 $26.7M
Quantinno Capital Management LP 0.17% Add +23.4% 114,932 $26.6M
MetLife Investment Management, LLC 0.14% Reduce -1.8% 112,967 $26.2M
TD Waterhouse Canada Inc. 0.21% Add +1.4% 111,484 $26.0M
Weatherly Asset Management L. P. 2.32% Add +0.7% 111,779 $25.9M
Erste Asset Management GmbH 0.33% Add +38.2% 111,876 $25.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +9.3% 110,036 $25.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.30% Add +20.9% 109,696 $25.4M
Oppenheimer & Co. Inc. 0.38% Reduce -6.8% 109,587 $25.4M
Bank Pictet & Cie (Europe) AG 0.60% Reduce -13.1% 108,519 $25.1M
Unigestion Holding SA 1.47% Reduce -13.7% 108,545 $25.1M
Daiichi Life Insurance Co., Ltd. 0.73% Reduce -5.4% 107,970 $25.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% — 107,900 $25.0M
Cwm, LLC 0.10% Reduce -1.4% 105,108 $24.3M
Commerzbank Aktiengesellschaft 0.57% Add +7.5% 105,015 $24.3M
O'shaughnessy Asset Management, LLC 0.19% Add +17.6% 104,109 $24.1M
Corebridge Financial, Inc. 0.14% Reduce -4.1% 103,006 $23.8M
Macquarie Group Ltd. 0.03% Reduce -69.6% 102,353 $23.7M
Avantax Advisory Services, Inc. 0.14% Add +1.1% 101,763 $23.6M
State of Michigan Retirement System 0.13% No change 99,088 $22.9M
Tocqueville Asset Management L.P. 0.38% Reduce -6.0% 99,076 $22.9M
USS Investment Management Ltd 0.17% Reduce -16.1% 98,911 $22.9M
Orion Porfolio Solutions, LLC 0.22% Reduce -1.4% 98,407 $22.8M
Orion Portfolio Solutions, LLC 0.22% Reduce -1.4% 98,407 $22.8M
MAI Capital Management 0.17% Add +22.0% 96,868 $22.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.29% Reduce -0.9% 95,178 $22.0M
Comerica Bank 0.09% Reduce -2.9% 95,016 $22.0M
Natixis 0.13% Add +430.7% 94,825 $21.8M
Waverly Advisors, LLC 0.27% Add +30.9% 93,915 $21.7M
Xponance LLC 0.21% Add +2.0% 93,853 $21.7M
Financial Counselors Inc. 0.33% Reduce -2.7% 93,099 $21.6M
Sapient Capital LLC 0.42% Reduce -1.5% 92,789 $21.5M
Federation des caisses Desjardins du Quebec 0.11% Add +13.3% 92,482 $21.4M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -1.0% 90,043 $20.8M
Clearstead Advisors, LLC 0.32% Add +0.9% 89,631 $20.8M
Westchester Capital Management, Inc. 5.13% Reduce -0.3% 89,164 $20.6M
Private Advisor Group, LLC 0.12% Add +0.7% 88,480 $20.5M
Guardian Capital LP 0.79% Add +0.2% 86,143 $19.9M
Bailard, Inc. 0.51% Add +0.7% 85,879 $19.9M
Chesley Taft & Associates LLC 0.96% Reduce -0.4% 85,811 $19.9M
Baker Chad R 4.03% Reduce -0.0% 85,515 $19.8M
Daiwa Securities Group Inc. 0.08% Reduce -5.7% 85,263 $19.7M
American Century Companies Inc. 0.01% Add +17.3% 85,184 $19.7M
Prana Capital Management, LP 0.80% Add +2966.0% 85,113 $19.7M
D.A. Davidson & Co. 0.16% Add +2.9% 84,752 $19.6M
Concentric Capital Strategies, LP 1.96% Add +107.0% 84,568 $19.6M
Amalgamated Bank 0.17% Add +1.8% 84,136 $19.5M
Czech National Bank 0.18% Add +5.9% 83,890 $19.4M
Citadel Advisors 0.02% Reduce -70.6% 83,787 $19.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +7.5% 83,526 $19.3M
Galvin, Gaustad & Stein, LLC 1.74% Reduce -1.4% 83,092 $19.2M
NorthCrest Asset Manangement, LLC 0.58% Add +1.6% 83,047 $19.2M
Synovus Financial Corp. 0.24% Reduce -2.9% 81,153 $18.8M
Nisa Investment Advisors, LLC 0.09% Reduce -5.8% 81,104 $18.8M
Forsta Ap-Fonden 0.14% Reduce -13.6% 81,100 $18.8M
Federated Hermes, Inc. 0.04% Add +14.8% 80,926 $18.7M
MML Investors Services, LLC 0.06% Add +3.3% 80,366 $18.6M
Kestra Advisory Services, LLC 0.09% Add +0.4% 80,002 $18.5M
Nissay Asset Management Corp. /Japan 0.12% Add +2.2% 78,965 $18.3M
Sanctuary Advisors, LLC 0.13% Add +0.2% 78,044 $18.1M
Edge Wealth Management LLC 3.64% Add +0.8% 77,574 $18.0M
Quilter Plc 0.37% Reduce -25.7% 76,482 $17.7M
Townsend & Associates, Inc 1.84% Reduce -13.9% 77,593 $17.7M
Nixon Peabody Trust Co. 1.46% Reduce -1.2% 74,400 $17.2M
Clarkston Capital Partners, LLC 0.34% Add +3.5% 73,392 $17.0M
Pinnacle Associates Ltd. 0.25% Add +0.4% 73,221 $17.0M
Varma Mutual Pension Insurance Co 0.15% Reduce -8.0% 72,950 $16.9M
Farmers & Merchants Investments Inc. 0.53% Reduce -1.1% 72,292 $16.7M
Fundsmith Investment Services LTD. 0.23% Add +46.2% 70,475 $16.3M
Atwater Malick LLC 5.48% Add +1.8% 69,985 $16.2M
Balyasny Asset Management L.P. 0.04% New 69,946 $16.2M
Dakota Wealth Management 0.37% Reduce -3.4% 69,158 $16.0M
Groupe la Francaise 0.34% Add +14.6% 70,957 $16.0M
IFM Investors Pty Ltd 0.17% Add +1.2% 68,918 $16.0M
Ninety One North America, Inc. 1.07% Reduce -31.6% 68,421 $15.8M
Perpetual Ltd 0.19% Add +3.7% 68,338 $15.8M
Cubist Systematic Strategies, LLC 0.21% New 68,234 $15.8M
Canada Pension Plan Investment Board 0.02% No change 68,063 $15.8M
TCV Trust & Wealth Management, Inc. 1.45% Reduce -2.2% 67,797 $15.7M
Tompkins Financial Corp. 1.50% Add +10.0% 67,685 $15.7M
Jamison Private Wealth Management, Inc. 2.37% Add +0.2% 67,075 $15.5M
Utah Retirement Systems 0.18% No change 66,428 $15.4M
United Bank 1.96% Reduce -14.9% 66,392 $15.4M
Mirova 2.71% Add +2.6% 65,072 $15.1M
Ilmarinen Mutual Pension Insurance Co 0.13% Add +62.5% 65,000 $15.0M
United Asset Strategies, Inc. 1.40% Add +1.1% 64,979 $15.0M
Zimmer Partners, LP 0.30% Add +20.6% 63,940 $14.8M
Associated Banc-Corp 0.45% Reduce -5.4% 63,539 $14.7M
4D Advisors, LLC 11.24% Add +56.3% 62,500 $14.5M
West Coast Financial LLC 1.61% Reduce -3.1% 61,023 $14.1M
NorthCoast Asset Management LLC 0.07% Add +0.5% 60,287 $14.0M
Moors & Cabot, Inc. 0.71% Add +0.6% 60,280 $14.0M
Calamos Wealth Management LLC 0.70% Add +1.1% 59,871 $13.9M
First Fiduciary Investment Counsel, Inc. 2.96% Reduce -4.0% 59,517 $13.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +4.5% 59,454 $13.8M
Thematics Asset Management 0.70% Reduce -0.5% 59,403 $13.8M
Apollon Wealth Management, LLC 0.30% Add +12.0% 59,228 $13.7M
TLW Wealth Management, LLC 8.22% Add +6.3% 59,127 $13.7M
Cresset Asset Management, LLC 0.07% Reduce -2.6% 58,708 $13.6M
Verition Fund Management LLC 0.08% Add +2.4% 58,621 $13.6M
Pathstone Holdings, LLC 0.06% Reduce -6.6% 58,600 $13.6M
UMB Bank, n.a. 0.22% Add +28.0% 58,272 $13.5M
Police & Firemen's Retirement System of New Jersey 0.14% Add +0.1% 58,267 $13.5M
Independent Advisor Alliance 0.44% Reduce -7.6% 58,153 $13.5M
Pinnacle Financial Partners Inc 0.27% Add +13.1% 58,177 $13.4M
Colonial Trust Advisors 1.19% Add +0.1% 57,979 $13.4M
HFR Wealth Management, LLC 3.22% Reduce -0.2% 57,199 $13.2M
Penn Davis McFarland Inc. 1.56% Reduce -0.8% 57,050 $13.2M
UniSuper Management Pty Ltd 0.10% Add +115.6% 56,280 $13.0M
F/m Investments LLC 0.52% Reduce -0.4% 55,903 $12.9M
Man Group plc 0.04% Reduce -75.6% 55,773 $12.9M
Susquehanna International Group, LLP 0.02% Reduce -67.5% 55,678 $12.9M
Rbo & Co. LLC 2.05% Add +0.5% 55,471 $12.8M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -2.5% 55,446 $12.8M
ProShare Advisors LLC 0.03% Add +3.3% 55,433 $12.8M
Wealthfront Advisers LLC 0.03% Add +6.4% 55,395 $12.8M
Van Eck Associates Corp. 0.02% Reduce -1.2% 55,336 $12.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +6.5% 55,569 $12.7M
Knights of Columbus Asset Advisors LLC 0.87% Reduce -0.7% 54,812 $12.7M
New York Life Investment Management LLC 0.13% Reduce -0.6% 54,570 $12.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.0% 54,180 $12.5M
Sumitomo Life Insurance Co. 0.45% Add +22.0% 54,099 $12.5M
CIBC Private Wealth Group LLC 0.03% Reduce -7.9% 57,717 $12.5M
Thrivent Financial for Lutherans 0.03% Reduce -9.2% 54,194 $12.4M
Atria Wealth Solutions, Inc. 0.15% Reduce -1.0% 53,607 $12.4M
Public Employees Retirement Association of Colorado 0.05% Reduce -0.2% 53,501 $12.4M
Yousif Capital Management, LLC 0.14% Reduce -1.5% 53,486 $12.4M
Walleye Capital LLC 0.15% Add +3.3% 53,123 $12.3M
MassMutual Private Wealth & Trust, FSB 0.35% Reduce -2.9% 52,815 $12.2M
MainStreet Investment Advisors LLC 1.77% Reduce -3.7% 52,570 $12.2M
Brown Advisory Inc. 0.02% Add +1.3% 52,251 $12.1M
BLB&B Advisors, LLC 0.61% Add +4.8% 51,724 $12.0M
First Horizon Advisors, Inc. 0.34% Reduce -5.1% 51,464 $11.9M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +2.7% 51,377 $11.9M
WASHINGTON TRUST Co 0.45% Reduce -0.7% 51,040 $11.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.39% Reduce -7.8% 50,976 $11.8M
Mercer Global Advisors Inc. 0.03% Add +7.5% 50,822 $11.8M
Banque Cantonale Vaudoise 0.51% — 50,369 $11.7M
Vestcor Inc 0.39% Reduce -3.4% 50,312 $11.6M
Kingdon Capital Management, L.L.C. 2.40% Add +11.1% 50,000 $11.6M
Sit Investment Associates Inc. 0.27% Add +28.9% 49,577 $11.5M
Waters Parkerson & Co., LLC 0.61% New 49,409 $11.4M
Miramar Capital, LLC 2.71% Add +4.7% 49,194 $11.4M
Motco 1.20% Add +0.1% 49,103 $11.4M
Hemenway Trust Co LLC 0.92% No change 48,996 $11.3M
Pinebridge Investments, L.P. 0.09% Reduce -72.8% 48,967 $11.3M
City Holding Co. 1.60% Add +0.1% 48,923 $11.3M
Allianz SE 0.30% Add +370.9% 48,768 $11.3M
NewEdge Advisors, LLC 0.07% Reduce -2.4% 48,729 $11.3M
Vanguard Personalized Indexing Management, LLC 0.16% Add +4.4% 47,982 $11.1M
Fulcrum Capital LLC 2.45% Reduce -0.7% 47,767 $11.1M
HB Wealth Management, LLC 0.09% Add +2.3% 46,737 $10.8M
HighPoint Advisor Group LLC 0.63% Add +2.0% 47,163 $10.8M
Alaska Permanent Fund Corp 0.15% No change 46,109 $10.8M
Huntington National Bank 0.10% Add +1.9% 46,460 $10.8M
Capital Fund Management S.A. 0.14% Reduce -61.9% 46,158 $10.7M
HRT Financial LP 0.07% Reduce -47.9% 46,115 $10.7M
Hayek Kallen Investment Management 3.92% Reduce -0.2% 45,968 $10.6M
Cibc World Markets Corp. 0.08% Reduce -22.9% 45,699 $10.6M
Swiss Life Asset Management Ltd 0.08% Add +14.9% 45,247 $10.5M
Janus Henderson Group PLC 0.01% Reduce -51.2% 45,796 $10.4M
Public Sector Pension Investment Board 0.04% Reduce -44.5% 44,940 $10.4M
Shelton Capital Management 0.25% Reduce -0.1% 44,844 $10.4M
Burns J W & Co. Inc. 1.34% Add +0.3% 44,750 $10.4M
Meiji Yasuda Life Insurance Co 0.21% Reduce -30.5% 44,637 $10.3M
Tudor Investment Corporation 0.09% Reduce -76.3% 44,167 $10.2M
Douglass Winthrop Advisors, LLC 0.19% Add +0.5% 43,946 $10.2M
KADENSA CAPITAL Ltd 1.26% Reduce -2.4% 43,909 $10.2M
Buck Wealth Strategies, LLC 1.85% Reduce -1.1% 43,869 $10.2M
Carnegie Investment Counsel 0.24% Add +2.4% 45,800 $10.1M
McKinley Carter Wealth Services, Inc. 0.62% Reduce -0.4% 43,580 $10.1M
CI Investments Inc. 0.04% Add +17.7% 43,370 $10.0M
Punch & Associates Investment Management, Inc. 0.66% Reduce -16.0% 42,811 $9.9M
State of Alaska, Department of Revenue 0.11% Add +2.8% 42,796 $9.9M
Mutual of America Capital Management LLC 0.11% Reduce -2.9% 42,481 $9.8M
TSP Capital Management Group, LLC 3.21% Reduce -0.3% 42,190 $9.8M
Greystone Financial Group, LLC 1.75% Add +13.8% 41,660 $9.6M
GLOBALT Investments LLC / GA 0.39% Reduce -1.5% 41,628 $9.6M
OP Asset Management Ltd 0.16% — 41,518 $9.6M
&partners 0.10% Add +3.8% 42,100 $9.6M
LBP Am SA 0.15% Add +320.6% 41,416 $9.6M
BNP Paribas 0.40% Add +819.9% 41,394 $9.6M
Duff & Phelps Investment Management Co. 0.11% Reduce -21.8% 41,340 $9.6M
Purus Wealth Management, LLC 4.04% Reduce -0.4% 41,009 $9.5M
Inlet Private Wealth, LLC 2.42% No change 40,181 $9.3M
Sigma Planning Corp 0.30% Add +4.5% 40,064 $9.3M
RWC Asset Management LLP 0.58% Add +12.4% 39,888 $9.2M
Tidal Investments LLC 0.08% Add +3.3% 39,604 $9.2M
Alta Capital Management LLC/ 0.59% Add +1486.7% 39,573 $9.2M
Palmer Knight Co 4.43% Reduce -1.6% 39,358 $9.1M
WoodTrust Financial Corp 1.28% Add +16.8% 39,329 $9.1M
Advisors Asset Management, Inc. 0.17% Add +6.7% 39,203 $9.1M
Hamilton Point Investment Advisors, LLC 1.60% Reduce -0.1% 38,335 $8.9M
Ecofi Investissements SA 5.64% Reduce -8.8% 44,800 $8.9M
Miller Howard Investments Inc. 0.28% Add +31.7% 38,007 $8.8M
Williams Jones Wealth Management, LLC. 0.11% Reduce -0.7% 38,001 $8.8M
Journey Advisory Group, LLC 0.72% Add +9.1% 37,971 $8.8M
Palumbo Wealth Management LLC 2.89% Add +10.6% 37,334 $8.6M
Townsquare Capital LLC 0.09% Add +15.8% 36,411 $8.4M
Strategic Advisors LLC 1.62% Reduce -4.9% 36,331 $8.4M
Generate Investment Management Ltd 0.59% Reduce -46.5% 36,273 $8.4M
Red Door Wealth Management, LLC 1.24% Add +7.7% 36,212 $8.4M
DAVENPORT & Co LLC 0.05% Add +5.9% 36,004 $8.3M
Sandy Spring Bank 0.35% Reduce -2.9% 35,960 $8.3M
Steward Partners Investment Advisory, LLC 0.07% Add +3.7% 35,679 $8.3M
Hartford Financial Management Inc. 1.70% Reduce -1.4% 35,586 $8.2M
First National Trust Co 0.33% Reduce -9.6% 35,445 $8.2M
Avanza Fonder AB 0.27% Reduce -11.6% 34,973 $8.2M
Ascent Wealth Partners, LLC 1.09% Add +11.5% 35,264 $8.2M
Core Alternative Capital 1.96% Reduce -17.4% 35,175 $8.1M
Prudential PLC 0.04% Reduce -2.2% 35,025 $8.1M
Voleon Capital Management LP 0.62% Add +28.1% 34,480 $8.0M
Procyon Advisors, LLC 0.48% Add +3.3% 34,442 $8.0M
Marietta Wealth Management, LLC 1.17% Add +5.6% 34,371 $8.0M
Bard Financial Services, Inc. 0.97% Reduce -0.8% 34,220 $7.9M
Coldstream Capital Management Inc. 0.17% Add +113.1% 33,894 $7.8M
Rakuten Investment Management, Inc. 0.04% — 34,381 $7.8M
Northeast Financial Consultants Inc 0.34% No change 33,393 $7.7M
DLK Investment Management, LLC 3.23% Add +1.2% 33,330 $7.7M
Asset Advisors Investment Management, LLC 0.81% Add +0.4% 33,132 $7.7M
Leavell Investment Management, Inc. 0.38% Add +1.2% 33,092 $7.7M
Sand Hill Global Advisors, LLC 0.31% Add +0.9% 32,714 $7.6M
Sitrin Capital Management LLC 4.03% Add +0.2% 32,279 $7.5M
Glenmede Trust Co. NA 0.04% Reduce -3.0% 32,112 $7.4M
ASR Vermogensbeheer N.V. 0.11% — 32,086 $7.4M
First Citizens Bank & Trust Co. 0.19% Add +4.2% 31,851 $7.4M
Jackson Square Partners, LLC 0.99% Reduce -8.6% 31,845 $7.4M
RBA Wealth Management, LLC 2.92% Add +0.4% 31,844 $7.4M
Vestor Capital, LLC 0.61% Reduce -2.4% 31,816 $7.4M
J.W. Cole Advisors, Inc. 0.23% Add +153.1% 31,542 $7.3M
Wealth Advisors of Tampa Bay, LLC 2.96% Reduce -7.3% 31,495 $7.3M
Oregon Public Employees Retirement Fund 0.14% Add +0.4% 31,432 $7.3M
Crossmark Global Holdings, Inc. 0.13% Reduce -47.4% 31,399 $7.3M
Colonial Trust Co / SC 1.11% Add +2.5% 30,901 $7.2M
LVM Capital Management Ltd. 0.79% No change 30,758 $7.1M
Kestra Private Wealth Services, LLC 0.12% Add +18.2% 30,754 $7.1M
Salem Investment Counselors Inc. 0.25% Add +2.5% 30,543 $7.1M
Trust Co. of Vermont 0.35% Reduce -1.4% 30,386 $7.0M
Brookstone Capital Management 0.10% Add +10.1% 30,240 $7.0M
Edgestream Partners, L.P. 0.24% Add +1814.1% 30,223 $7.0M
Sienna Gestion 0.56% Reduce -6.0% 31,011 $7.0M
Schnieders Capital Management LLC 1.50% Reduce -3.2% 30,044 $7.0M
Windward Capital Management Co. 0.60% Reduce -0.6% 30,026 $7.0M
Keybank National Association 0.03% Reduce -4.2% 29,927 $6.9M
Trinity Legacy Partners, LLC 1.75% Add +2.1% 31,055 $6.9M
Haverford Trust Co 0.07% Reduce -0.7% 29,664 $6.9M
Oddo BHF Asset Management Sas 0.28% Add +292.1% 29,663 $6.9M
Anchor Investment Management, LLC 0.64% Reduce -1.2% 29,554 $6.8M
Cornerstone Advisors, LLC 0.29% No change 29,400 $6.8M
Hantz Financial Services, Inc. 0.12% Add +3.0% 29,365 $6.8M
Mizuho Securities USA LLC 0.15% Reduce -15.5% 29,245 $6.8M
SVB Wealth LLC 0.28% Reduce -9.4% 29,125 $6.7M
Lombard Odier Asset Management (USA) Corp 2.80% New 28,876 $6.7M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -34.7% 28,777 $6.7M
Integrated Wealth Concepts LLC 0.08% Add +2.7% 28,253 $6.5M
Teachers Retirement System of the State of Kentucky 0.06% Add +4.4% 28,201 $6.5M
Carmignac Gestion 0.11% Reduce -51.6% 28,164 $6.5M
QRG Capital Management, Inc. 0.07% Add +2.8% 28,102 $6.5M
Chilton Investment Co. Inc. 0.16% Reduce -4.1% 27,864 $6.5M
Bar Harbor Wealth Management 0.43% Add +0.5% 27,838 $6.4M
Summit Global Investments 0.47% Reduce -9.9% 27,796 $6.4M
McDonough Capital Management, Inc 4.19% Add +4.3% 27,711 $6.4M
Elo Mutual Pension Insurance Co 0.14% Reduce -24.5% 27,650 $6.4M
Achmea Investment Management B.V. 0.09% Reduce -18.5% 27,408 $6.3M
Sandhill Capital Partners LLC 0.52% Add +0.5% 27,397 $6.3M
Kentucky Retirement Systems 0.19% Add +9.1% 27,384 $6.3M
CFO4Life Group, LLC 1.07% Reduce -1.4% 27,356 $6.3M
Rafferty Asset Management, LLC 0.03% Reduce -20.0% 27,277 $6.3M
Arjuna Capital 1.74% Reduce -7.5% 27,219 $6.3M
Beacon Pointe Advisors, LLC 0.07% Reduce -6.9% 27,213 $6.3M
AE Wealth Management LLC 0.05% Reduce -19.0% 27,195 $6.3M
LS Investment Advisors, LLC 0.97% Reduce -1.5% 27,180 $6.3M
Dnca Finance 0.54% Reduce -3.9% 26,900 $6.2M
Savant Capital, LLC 0.05% Reduce -85.1% 26,867 $6.2M
Glen Eagle Advisors, LLC 1.03% Add +1.6% 26,843 $6.2M
Exencial Wealth Advisors, LLC 0.23% Reduce -0.8% 26,830 $6.2M
Intact Investment Management Inc. 0.21% Reduce -8.6% 26,700 $6.2M
Formuepleje A/S 0.35% Reduce -9.8% 26,657 $6.2M
Concurrent Investment Advisors, LLC 0.15% Add +31.1% 26,544 $6.1M
CENTRAL TRUST Co 0.15% Add +2.9% 26,444 $6.1M
Bowen Hanes & Co. Inc. 0.17% Add +0.1% 26,429 $6.1M
Meiji Yasuda Asset Management Co Ltd. 0.24% Reduce -18.8% 26,155 $6.1M
Strategy Asset Managers LLC 1.25% Reduce -0.5% 26,140 $6.1M
NEOS Investment Management LLC 0.11% Add +23.8% 26,069 $6.0M
Ethic Inc. 0.12% Add +16.4% 25,803 $6.0M
Benjamin Edwards Inc. 0.08% Reduce -21.5% 25,912 $6.0M
Millennium Management 0.01% Reduce -96.9% 25,892 $6.0M
Entropy Technologies, LP 0.58% Reduce -14.2% 25,802 $6.0M
Hall Laurie J Trustee 2.11% Reduce -3.0% 25,578 $5.9M
Beacon Financial Group 0.64% Reduce -6.2% 25,455 $5.9M
NTV Asset Management LLC 0.78% Add +2.2% 25,436 $5.9M
Bradley Foster & Sargent Inc. 0.10% Reduce -1.9% 25,209 $5.8M
Prime Capital Investment Advisors, LLC 0.07% Add +21.6% 25,181 $5.8M
Siemens Fonds Invest GmbH 0.40% Reduce -0.1% 25,078 $5.8M
Ieq Capital, LLC 0.05% Add +6.1% 25,061 $5.8M
B. Riley Wealth Advisors, Inc. 0.17% Add +6.8% 24,767 $5.7M
Chapman Investment Management, LLC 4.24% Add +6.3% 24,540 $5.7M
Advisory Services Network, LLC 0.11% Reduce -8.4% 24,448 $5.7M
Royal Fund Management, LLC 0.67% Reduce -47.0% 23,973 $5.6M
Generali Asset Management SPA SGR 0.14% Add +8.3% 24,383 $5.6M
Pacer Advisors, Inc. 0.01% Reduce -35.5% 24,356 $5.6M
Denali Advisors LLC 0.64% Reduce -0.3% 24,291 $5.6M
Atria Investments, Inc 0.07% Reduce -0.8% 24,203 $5.6M
Capitolis Liquid Global Markets LLC 0.05% New 24,100 $5.6M
Rockline Wealth Management, LLC 1.55% Add +1.5% 24,039 $5.6M
Principle Wealth Partners LLC 0.40% Reduce -0.6% 24,005 $5.6M
Westhampton Capital, LLC 3.02% Reduce -2.1% 23,895 $5.5M
River Wealth Advisors LLC 0.77% Add +5.8% 23,870 $5.5M
Jericho Financial, LLP 3.99% Add +8.6% 23,740 $5.5M
Jump Financial, LLC 0.08% Add +133.5% 23,600 $5.5M
Gulf International Bank (UK) Ltd 0.19% Reduce -26.0% 23,567 $5.5M
Moran Wealth Management, LLC 0.18% Add +3.3% 23,462 $5.4M
Hennion & Walsh Asset Management, Inc. 0.24% Add +17.9% 23,240 $5.4M
Coastline Trust Co 0.66% Reduce -4.0% 22,870 $5.3M
Great Lakes Advisors, LLC 0.05% Add +4.6% 22,706 $5.3M
Empowered Funds, LLC 0.07% Add +82.8% 22,670 $5.2M
Fiduciary Trust Co 0.07% Add +57.1% 22,658 $5.2M
Community Financial Services Group, LLC 1.13% Add +7.5% 22,565 $5.2M
Lombard Odier Asset Management (Switzerland) SA 0.30% Add +3.9% 22,447 $5.2M
NewEdge Wealth, LLC 0.09% Reduce -0.2% 22,423 $5.2M
Pinkerton Wealth, LLC 0.67% Add +0.2% 22,423 $5.2M
Mitchell Capital Management Co. 0.99% Add +0.1% 22,409 $5.2M
Hartford Investment Management Co. 0.18% Reduce -1.0% 22,286 $5.2M
Terra Alpha Investments LLC 5.59% Add +6.0% 22,226 $5.1M
Trust Co. of Toledo NA 0.68% Reduce -0.0% 22,166 $5.1M
Patrick Mauro Investment Advisor, INC. 2.80% Reduce -3.5% 22,157 $5.1M
Evergreen Private Wealth LLC 2.40% Add +1.2% 22,148 $5.1M
Romano Brothers and Company 0.66% Add +4.7% 22,085 $5.1M
Stanley-Laman Group, Ltd. 0.78% Reduce -4.8% 21,999 $5.1M
Intech Investment Management LLC 0.05% Reduce -58.3% 21,985 $5.1M
Becker Capital Management Inc. 0.17% Add +4.4% 21,946 $5.1M
Motley Fool Asset Management LLC 0.28% Add +4.1% 21,888 $5.1M
Harbour Investment Management LLC 2.28% Reduce -0.3% 21,762 $5.0M
Composition Wealth, LLC 0.10% Add +0.3% 21,735 $5.0M
Belpointe Asset Management LLC 0.26% Add +0.7% 21,623 $5.0M
Faithward Advisors, LLC 0.87% Reduce -2.2% 21,566 $5.0M
Silphium Asset Management Ltd 4.00% No change 21,462 $5.0M
GWN Securities Inc. 0.28% Add +284.8% 21,278 $4.9M
VestGen Advisors, LLC 0.22% — 21,269 $4.9M
Wealthcare Advisory Partners LLC 0.13% Add +1.2% 21,180 $4.9M
Mystic Asset Management, Inc. 1.29% Add +3.6% 21,092 $4.9M
Lido Advisors, LLC 0.03% Add +4.8% 21,088 $4.9M
Tower Bridge Advisors 0.55% Reduce -0.1% 20,940 $4.8M
AG2R La Mondiale Gestion D'actifs 0.26% — 20,109 $4.8M
Mission Creek Capital Partners, Inc. 1.17% Add +0.2% 20,862 $4.8M
Bokf, NA 0.09% Reduce -12.2% 20,857 $4.8M
Hall Capital Management Co. Inc. 2.22% Add +2.1% 20,737 $4.8M
Union Bancaire Privee, UBP SA 0.09% Add +0.7% 21,446 $4.8M
Jacobi Capital Management LLC 0.35% Reduce -0.2% 20,599 $4.8M
Transform Wealth, LLC 0.29% Reduce -0.5% 20,509 $4.7M
Telos Capital Management, Inc. 0.52% Reduce -2.1% 20,479 $4.7M
Ritholtz Wealth Management 0.14% Add +9.1% 20,457 $4.7M
LGT Fund Management Co Ltd. 0.43% Reduce -25.6% 20,453 $4.7M
First National Bank of Omaha 0.32% Reduce -1.6% 20,407 $4.7M
Tiaa Trust, National Association 0.01% Add +5.8% 20,191 $4.7M
Brookfield Corp 0.01% Add +25.1% 20,135 $4.7M
Signet Investment Advisory Group, Inc. 2.35% Add +2.0% 20,113 $4.7M
Y-Intercept (Hong Kong) Ltd 0.31% Add +151.7% 20,020 $4.6M
Opus Investment Management Inc. 3.30% No change 20,000 $4.6M
PGGM Investments 0.06% Reduce -5.1% 19,978 $4.6M
Ingalls & Snyder LLC 0.15% Reduce -0.6% 19,871 $4.6M
First National Advisers, LLC 0.74% Reduce -1.7% 19,867 $4.6M
EagleClaw Capital Managment, LLC 0.72% Add +0.9% 19,821 $4.6M
Jones Financial Companies LLLP 0.00% Add +40.6% 20,045 $4.6M
Money Concepts Capital Corp. 0.34% Add +3.3% 19,696 $4.6M
Sandler Capital Management 1.48% Reduce -37.3% 19,617 $4.5M
Vest Financial, LLC 0.07% Add +73.5% 19,608 $4.5M
Louisiana State Employees Retirement System 0.09% No change 19,600 $4.5M
Lakeside Advisors, INC. 3.00% Reduce -1.5% 19,582 $4.5M
Perigon Wealth Management, LLC 0.12% Reduce -2.5% 19,465 $4.5M
Beta Wealth Group, Inc. 1.61% Reduce -6.4% 19,408 $4.5M
Baker Avenue Asset Management, LP 0.14% Add +1.2% 19,393 $4.5M
Securian Asset Management, Inc. 0.14% Reduce -0.9% 19,386 $4.5M
First National Bank of Mount Dora, Trust Investment Services 1.10% Reduce -0.9% 19,360 $4.5M
Impact Asset Management GmbH 1.75% Reduce -31.8% 19,280 $4.5M
Ostrum Asset Management 0.23% Add +41.0% 19,280 $4.5M
Dynamic Advisor Solutions LLC 0.15% New 19,184 $4.4M
Alps Advisors Inc. 0.03% Add +15.6% 19,164 $4.4M
Toth Financial Advisory Corp. 0.53% Add +11.4% 19,139 $4.4M
Scholtz & Company, LLC 2.19% Add +0.5% 19,130 $4.4M
Burling Wealth Partners, LLC 0.92% Add +53.8% 18,962 $4.4M
Amica Mutual Insurance Co. 0.48% No change 18,892 $4.4M
Advisors Management Group Inc. 0.95% Reduce -1.1% 18,880 $4.4M
Regal Investment Advisors LLC 0.35% Reduce -31.7% 18,834 $4.4M
Maryland State Retirement & Pension System 0.10% Reduce -12.9% 18,750 $4.3M
Equitable Holdings, Inc. 0.04% Add +17.5% 18,715 $4.3M
Shell Asset Management Co. 0.20% Reduce -3.8% 18,648 $4.3M
Keebeck Wealth Management 0.64% Reduce -0.9% 18,644 $4.3M
Providence Wealth Advisors, LLC 3.26% Reduce -0.0% 18,472 $4.3M
1832 Asset Management L.P. 0.01% Reduce -19.4% 18,444 $4.3M
Alkeme Wealth, LLC 1.91% Add +0.2% 18,357 $4.2M
Radnor Capital Management, LLC 0.71% Add +0.5% 18,351 $4.2M
Illinois Municipal Retirement Fund 0.06% No change 18,266 $4.2M
Webster Bank, N. A. 0.46% Add +3.7% 18,212 $4.2M
Wedge Capital Management L L P 0.08% Add +25.0% 18,201 $4.2M
Richard Bernstein Advisors LLC 0.10% Reduce -4.0% 18,039 $4.2M
Forte Capital LLC 0.50% Reduce -0.3% 18,035 $4.2M
E. Ohman J:or Asset Management AB 0.11% No change 17,967 $4.2M
Great Diamond Partners, LLC 1.14% Reduce -4.0% 17,938 $4.2M
Resources Management Corp. /CT/ 0.58% Add +8.2% 17,917 $4.1M
Point72 Hong Kong Ltd 0.30% New 17,865 $4.1M
Woodline Partners LP 0.03% Reduce -66.3% 17,703 $4.1M
Boston Family Office LLC 0.29% Add +0.3% 17,662 $4.1M
Norinchukin Bank, The 0.07% Add +8.4% 17,606 $4.1M
Conning Inc. 0.15% Reduce -14.9% 17,405 $4.0M
CX Institutional 0.15% Add +1.2% 17,400 $4.0M
Old Port Advisors 1.19% Reduce -3.2% 17,353 $4.0M
Bridges Investment Management Inc. 0.06% Add +1.2% 17,258 $4.0M
Choreo, LLC 0.06% Reduce -17.7% 17,092 $4.0M
Home Federal Bank of Tennessee 1.17% Reduce -0.3% 17,072 $4.0M
New Mexico Educational Retirement Board 0.14% Reduce -1.7% 17,066 $4.0M
PICTET BANK & TRUST Ltd 4.81% No change 17,000 $3.9M
Wambolt & Associates, LLC 1.34% Reduce -3.6% 16,763 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +1.1% 16,803 $3.9M
Chicago Capital, LLC 0.11% Add +5.1% 16,786 $3.9M
RB Capital Management, LLC 0.98% Reduce -0.3% 16,621 $3.8M
Bleakley Financial Group, LLC 0.12% Add +23.7% 16,498 $3.8M
OneDigital Investment Advisors LLC 0.04% Add +2.5% 16,367 $3.8M
NBW Capital LLC 0.84% Reduce -20.8% 16,357 $3.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -14.3% 16,355 $3.8M
Stratos Wealth Partners, LTD. 0.06% Add +12.9% 16,345 $3.8M
Liberty Wealth Management LLC 0.72% Add +0.0% 16,338 $3.8M
Octavia Wealth Advisors, LLC 0.46% Reduce -2.1% 16,317 $3.8M
Ameliora Wealth Management Ltd. 1.41% Add +15.6% 16,197 $3.7M
Grandview Asset Management LLC 1.42% Add +12.6% 16,135 $3.7M
Argent Trust Co 0.15% Add +12.0% 16,106 $3.7M
Metis Global Partners, LLC 0.10% Add +7.1% 16,065 $3.7M
Aull & Monroe Investment Management Corp 1.85% Reduce -0.4% 15,997 $3.7M
Brentview Investment Management LLC 1.97% New 15,986 $3.7M
Scott & Selber, Inc. 1.18% Add +0.0% 15,957 $3.7M
Stonegate Investment Group, LLC 0.10% Reduce -0.3% 15,955 $3.7M
1ST Source Bank 0.22% Reduce -1.6% 15,950 $3.7M
Turn8 Private Wealth Inc. 2.88% Add +1.2% 15,937 $3.7M
Burke & Herbert Bank & Trust Co. 0.89% Reduce -3.3% 15,910 $3.7M
Bfsg, LLC 0.45% Reduce -5.4% 15,863 $3.7M
Sterling Capital Management LLC 0.06% Reduce -7.3% 15,828 $3.7M
SeaCrest Wealth Management, LLC 0.41% Add +3.1% 15,816 $3.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -45.4% 15,676 $3.6M
Vega Investment Solutions 0.70% New 15,638 $3.6M
Aigen Investment Management, LP 0.57% Add +405.4% 15,480 $3.6M
Snowden Capital Advisors LLC 0.11% Add +0.6% 15,220 $3.5M
Clearstead Trust, LLC 0.78% Add +1.5% 15,199 $3.5M
Mitchell & Pahl Private Wealth, LLC 1.63% Add +0.4% 15,111 $3.5M
United Capital Financial Advisors, LLC 0.03% Add +4.5% 15,106 $3.5M
Wesleyan Assurance Society 0.26% No change 15,091 $3.5M
Guyasuta Investment Advisors Inc. 0.23% Reduce -9.2% 15,065 $3.5M
Midwest Professional Planners, LTD. 1.08% Reduce -0.7% 15,058 $3.5M
Compass Wealth Management LLC 0.89% Reduce -0.2% 15,031 $3.5M
Guardian Wealth Management, Inc. 2.32% Add +3.4% 15,022 $3.5M
North Star Investment Management Corp. 0.25% Reduce -2.2% 14,896 $3.4M
Rowlandmiller & Partners.adv 0.72% Reduce -1.5% 14,863 $3.4M
Greenleaf Trust 0.03% Reduce -2.1% 14,716 $3.4M
Praxis Investment Management Inc. 0.23% Add +11.8% 14,680 $3.4M
Brown Shipley& Co Ltd 1.92% Reduce -5.1% 14,663 $3.4M
Family Legacy, Inc. 1.16% Add +0.2% 14,644 $3.4M
L & S Advisors Inc 0.48% Add +0.6% 14,615 $3.4M
Allworth Financial LP 0.02% Reduce -0.2% 14,875 $3.4M
Naples Global Advisors, LLC 0.32% Add +1.3% 14,492 $3.4M
OMERS ADMINISTRATION Corp 0.03% Reduce -14.3% 14,413 $3.3M
Stillwater Wealth Management Group 2.88% Add +10.1% 14,374 $3.3M
Ascent Group, LLC 0.14% Add +89.8% 14,298 $3.3M
Pathway Financial Advisers, LLC 1.13% Add +3.6% 14,207 $3.3M
Little House Capital LLC 0.90% Add +44.2% 14,200 $3.3M
Prosperity Consulting Group, LLC 0.25% Reduce -1.3% 14,138 $3.3M
Tower Research Capital LLC (TRC) 0.10% Reduce -39.2% 14,223 $3.3M
Independence Bank of Kentucky 0.51% Reduce -6.8% 14,068 $3.3M
Allstate Corp. 0.10% Add +16.6% 14,027 $3.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.44% No change 14,002 $3.2M
Wolverine Asset Management LLC 0.24% Reduce -33.3% 14,000 $3.2M
Whittier Trust Co. 0.04% Reduce -1.7% 13,926 $3.2M
KKM Financial LLC 1.36% Reduce -2.9% 13,925 $3.2M
Cary Street Partners Financial LLC 0.10% Reduce -0.3% 13,925 $3.2M
Obermeyer Wealth Partners 0.17% Reduce -0.1% 13,825 $3.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +7.0% 13,775 $3.2M
East Coast Asset Management, LLC. 1.13% Reduce -2.6% 13,733 $3.2M
Woodmont Investment Counsel LLC 0.23% Reduce -7.6% 13,716 $3.2M
Integrity Alliance, Llc. 0.13% Add +655.5% 13,713 $3.2M
International Assets Investment Management, LLC 0.28% Add +3.3% 13,666 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +1.2% 13,637 $3.2M
Geo Capital Gestora de Recursos Ltd 4.43% Reduce -8.2% 13,505 $3.1M
Aptus Capital Advisors, LLC 0.04% Add +16.4% 13,494 $3.1M
Accurate Wealth Management, LLC 0.59% Reduce -4.7% 13,581 $3.1M
Aaron Wealth Advisors LLC 0.35% Reduce -0.7% 13,374 $3.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Add +4.1% 13,358 $3.1M
Mesirow Financial Investment Management, Inc. 0.06% Add +73.4% 13,330 $3.1M
Hartline Investment Corp./ 0.41% Add +11.3% 13,311 $3.1M
Focus Partners Advisor Solutions, LLC 0.05% Add +6.5% 13,300 $3.1M
Aviso Financial Inc. 0.15% Add +7.5% 13,279 $3.1M
Quantitative Investment Management, LLC 0.28% New 13,243 $3.1M
Clare Market Investments LLC 0.81% Add +29.1% 13,225 $3.1M
CHB Investment Group, LLC 1.62% Add +0.7% 13,129 $3.0M
Enhancing Capital LLC 2.43% No change 13,100 $3.0M
World Investment Advisors 0.08% Add +5.1% 13,061 $3.0M
Viking Fund Management LLC 0.43% No change 13,000 $3.0M
Horizon Investments, LLC 0.09% Add +6.9% 12,986 $3.0M
Covenant Asset Management, LLC 0.75% Reduce -0.3% 12,949 $3.0M
Citizens Financial Group Inc. 0.06% Add +23.7% 12,917 $3.0M
Independent Financial Group, LLC 0.10% Reduce -1.8% 12,916 $3.0M
Empirical Finance, LLC 0.18% Add +1.7% 12,907 $3.0M
Axxcess Wealth Management, LLC 0.08% Reduce -8.2% 12,900 $3.0M
Graphene Investments SAS 2.18% Reduce -14.6% 12,900 $3.0M
Mgo One Seven LLC 0.12% Add +1.9% 12,882 $3.0M
Park Avenue Securities LLC 0.04% Add +92.1% 12,858 $3.0M
Vident Advisory, LLC 0.04% Reduce -48.9% 12,755 $3.0M
Harbour Capital Advisors, LLC 0.73% Reduce -0.8% 12,456 $2.9M
Nikulski Financial, Inc. 0.89% Add +1.8% 12,708 $2.9M
Pettee Investors, Inc. 1.75% Reduce -12.7% 12,703 $2.9M
Griffin Asset Management, Inc. 0.36% Add +56.0% 12,649 $2.9M
American State Bank (Iowa) 1.76% Add +0.7% 12,579 $2.9M
Nomura Holdings Inc. 0.02% Reduce -92.5% 12,544 $2.9M
McIlrath & Eck, LLC 0.35% Reduce -1.0% 12,476 $2.9M
Caldwell Trust Co 0.31% Add +2.3% 12,419 $2.9M
L. Roy Papp & Associates, LLP 0.35% Add +4.7% 12,402 $2.9M
Quantbot Technologies LP 0.09% New 12,366 $2.9M
Kingsview Wealth Management, LLC 0.05% Add +1.2% 12,296 $2.8M
Aries Wealth Management 0.77% Add +3.3% 12,184 $2.8M
G&S Capital LLC 1.20% Reduce -7.5% 12,167 $2.8M
Legacy Advisors, LLC 0.29% Add +2.3% 12,154 $2.8M
Wedbush Securities Inc. 0.10% Add +6.3% 12,043 $2.8M
Koshinski Asset Management, Inc. 0.24% Add +6.1% 11,992 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +6.6% 11,980 $2.8M
Dohj, LLC 0.63% Add +3.3% 11,957 $2.8M
First PREMIER Bank 0.70% No change 11,953 $2.8M
Diversify Wealth Management, LLC 0.20% Reduce -4.4% 12,016 $2.7M
Raab & Moskowitz Asset Management LLC 0.69% Reduce -9.2% 11,854 $2.7M
Panagora Asset Management Inc. 0.01% Reduce -49.0% 11,847 $2.7M
South Dakota Investment Council 0.06% No change 11,805 $2.7M
Graham Capital Management, L.P. 0.13% Reduce -35.3% 11,703 $2.7M
Parallel Advisors, LLC 0.06% Add +14.9% 11,687 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -24.5% 11,664 $2.7M
Field & Main Bank 0.95% Reduce -1.3% 11,660 $2.7M
Insight Wealth Strategies, LLC 0.36% Add +0.4% 11,655 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 11,617 $2.7M
Argyle Capital Management, LLC 1.00% Reduce -0.9% 11,577 $2.7M
UNIVEST FINANCIAL Corp 0.17% Reduce -1.9% 11,571 $2.7M
Monograph Wealth Advisors, LLC 0.36% Reduce -11.3% 11,554 $2.7M
Sonora Investment Management Group, LLC 0.21% Reduce -0.5% 11,454 $2.7M
Centiva Capital, LP 0.15% Add +204.3% 11,374 $2.6M
Outfitters Financial LLC 2.36% Reduce -14.6% 11,316 $2.6M
Andra AP-fonden 0.04% Reduce -87.0% 11,300 $2.6M
Advisors Preferred, LLC 0.35% New 11,145 $2.6M
CGN Advisors LLC 0.25% Reduce -4.8% 11,231 $2.6M
OmniStar Financial Group, Inc. 2.03% Add +53.7% 11,092 $2.6M
Littlejohn Financial Services, Inc. 2.03% New 11,099 $2.6M
Orser Capital Management, LLC 1.89% Add +3.3% 11,092 $2.6M
IAM Advisory, LLC 0.67% Reduce -2.0% 11,091 $2.6M
Delta Asset Management LLC 0.24% Reduce -4.7% 11,076 $2.6M
GPM Growth Investors, Inc. 1.12% Add +0.1% 11,052 $2.6M
LGT Group Foundation 0.04% Reduce -4.1% 10,954 $2.5M
Aldebaran Financial Inc. 3.08% Add +6.2% 10,899 $2.5M
Valeo Financial Advisors, LLC 0.07% Add +16.8% 10,883 $2.5M
Harbour Investments, Inc. 0.07% Add +6.3% 10,831 $2.5M
YHB Investment Advisors, Inc. 0.21% Add +3.7% 10,813 $2.5M
Mechanics Bank Trust Department 0.34% Reduce -5.3% 10,809 $2.5M
Prospera Financial Services Inc 0.06% Add +6.7% 10,790 $2.5M
Mutual Advisors, LLC 0.07% Add +1.1% 10,922 $2.5M
Edmond DE Rothschild Holding S.A. 0.04% Add +11.2% 10,689 $2.5M
Adirondack Trust Co. 0.96% Reduce -0.9% 10,624 $2.5M
Correct Capital Wealth Management 0.49% Add +12.8% 10,591 $2.5M
Redmond Asset Management, LLC 0.63% Reduce -0.3% 10,563 $2.4M
Adapt Wealth Advisors, LLC 1.19% No change 10,560 $2.4M
Hunter Associates Investment Management LLC 0.38% Reduce -4.6% 10,534 $2.4M
Capital Investment Advisors, LLC 0.05% Add +13.0% 10,530 $2.4M
TKG Advisors, LLC 1.20% Add +1.5% 10,507 $2.4M
Baldwin Investment Management, LLC 0.29% Reduce -11.0% 10,486 $2.4M
SummitTX Capital, L.P. 0.11% — 10,474 $2.4M
AMF Tjanstepension AB 0.02% Reduce -73.4% 10,436 $2.4M
GFS Advisors, LLC 0.49% No change 10,450 $2.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.61% No change 10,424 $2.4M
Rothschild Investment LLC 0.16% Reduce -3.7% 10,414 $2.4M
Weaver Capital Management LLC 0.64% Reduce -0.3% 10,404 $2.4M
Accretive Wealth Partners, LLC 0.85% Add +8.6% 10,288 $2.4M
IFP Advisors, Inc 0.07% Add +8.5% 10,349 $2.4M
Ballentine Partners, LLC 0.04% Add +0.7% 10,337 $2.4M
AlphaQuest LLC 0.26% Reduce -10.5% 10,336 $2.4M
Parsons Capital Management Inc. 0.13% Reduce -1.8% 10,327 $2.4M
Merit Financial Group, LLC 0.04% Add +17.3% 10,293 $2.4M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -1.0% 10,285 $2.4M
Ancora Advisors LLC 0.05% Add +0.1% 10,245 $2.4M
Confluence Wealth Services, Inc. 0.15% Reduce -1.0% 10,304 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.8% 10,162 $2.4M
LMCG Investments, LLC 0.16% Reduce -0.9% 10,153 $2.4M
Garner Asset Management Corp 1.02% Reduce -5.8% 10,041 $2.3M
AlphaCore Capital LLC 0.20% Add +38.1% 9,955 $2.3M
Norris Perne & French LLP 0.17% Reduce -15.5% 9,831 $2.3M
Jefferies Financial Group Inc. 0.04% Reduce -38.6% 9,790 $2.3M
Quadrant Capital Group LLC 0.08% Add +19.7% 9,752 $2.3M
Titleist Asset Management, LLC 0.26% Reduce -62.4% 9,750 $2.3M
Trillium Asset Management, LLC 0.06% Reduce -77.9% 9,741 $2.3M
MFG Wealth Management, Inc. 2.15% New 9,735 $2.3M
Schulhoff & Co. Inc. 0.99% Add +0.1% 9,690 $2.2M
Robertson Stephens Wealth Management, LLC 0.08% Add +1.8% 9,677 $2.2M
Abc Arbitrage SA 0.41% Reduce -50.8% 9,646 $2.2M
Thoroughbred Financial Services, LLC 0.14% Reduce -1.1% 9,648 $2.2M
Peterson Wealth Management 1.50% Add +118.6% 9,623 $2.2M
RMR Wealth Builders 0.23% Add +9.1% 9,609 $2.2M
Canton Hathaway, LLC 0.45% No change 9,593 $2.2M
Zions Bancorporation, National Association 0.14% — 9,589 $2.2M
Bell Bank 0.12% No change 9,582 $2.2M
Azzad Asset Management Inc. 0.26% Add +0.7% 9,571 $2.2M
Chicago Partners Investment Group LLC 0.07% Add +6.9% 9,388 $2.2M
Great Valley Advisor Group, Inc. 0.05% Add +1.1% 9,538 $2.2M
Algebris (uk) Ltd. 0.42% New 10,153 $2.2M
One Capital Management, LLC 0.07% Reduce -2.7% 9,380 $2.2M
Flagship Harbor Advisors, LLC 0.11% Reduce -1.4% 9,350 $2.2M
Columbia Asset Management 0.44% No change 9,335 $2.2M
Caprock Group, LLC 0.07% Add +24.9% 9,330 $2.2M
Cohen Klingenstein LLC 0.08% No change 9,300 $2.2M
Patrick M Sweeney & Associates, Inc. 1.60% Reduce -1.9% 9,228 $2.1M
Hudson Canyon Capital Management 1.50% Reduce -4.6% 9,227 $2.1M
Centric Wealth Management 0.56% Add +35.5% 9,219 $2.1M
Sowell Financial Services LLC 0.10% New 9,210 $2.1M
Mission Wealth Management, LP 0.05% Add +1.1% 9,199 $2.1M
Wellington Shields & Co., LLC 0.67% Reduce -0.3% 9,188 $2.1M
Iowa State Bank 0.45% Add +5.5% 9,148 $2.1M
JGP Wealth Management, LLC 0.28% Add +1.7% 9,099 $2.1M
Fayez Sarofim & Co 0.01% Add +23.6% 9,038 $2.1M
Mitchell Sinkler & Starr 0.58% Add +0.1% 9,000 $2.1M
Greenland Capital Management LP 0.37% Reduce -52.7% 9,000 $2.1M
SteelPeak Wealth, LLC 0.09% Add +1.5% 8,996 $2.1M
Summit Trail Advisors, LLC 0.07% Add +10.8% 8,994 $2.1M
Jane Street Group, LLC 0.00% Reduce -95.4% 8,986 $2.1M
Institute for Wealth Management, LLC. 0.27% Reduce -0.5% 8,972 $2.1M
WT Wealth Management 0.67% Reduce -21.5% 8,964 $2.1M
Sound View Wealth Advisors Group, LLC 0.17% Add +0.7% 8,941 $2.1M
Meeder Advisory Services, Inc. 0.12% Add +7.3% 8,925 $2.1M
IHT Wealth Management, LLC 0.06% Add +1.3% 8,851 $2.0M
Signaturefd, LLC 0.04% Add +4.0% 8,850 $2.0M
Godshalk Welsh Capital Management, Inc. 1.34% Reduce -0.7% 8,830 $2.0M
Meridian Wealth Management, LLC 0.10% Add +1.4% 8,824 $2.0M
Oak Asset Management, LLC 0.75% Reduce -0.2% 8,787 $2.0M
Diversify Advisory Services, LLC 0.13% Add +4.1% 8,870 $2.0M
Ossiam 0.03% Reduce -2.3% 8,745 $2.0M
Paragon Private Wealth Management, LLC 0.94% Reduce -10.4% 8,722 $2.0M
Roanoke Asset Management Corp./ NY 0.70% No change 8,710 $2.0M
Kathmere Capital Management, LLC 0.17% Add +16.5% 8,686 $2.0M
Norden Group LLC 0.23% Add +3.8% 8,665 $2.0M
MBM Wealth Consultants, LLC 0.59% Add +0.9% 8,650 $2.0M
Old National Bancorp 0.05% Add +11.1% 8,601 $2.0M
Sky Investment Group LLC 0.38% Add +1.0% 8,598 $2.0M
HMS Capital Management, LLC 1.10% Reduce -4.8% 8,978 $2.0M
Aspen Investment Management Inc 0.91% Add +3.9% 8,544 $2.0M
Silver Oak Securities, Incorporated 0.18% Add +69.0% 8,650 $2.0M
Waldron Private Wealth LLC 0.09% Reduce -33.9% 8,470 $2.0M
Graypoint LLC 0.12% Add +24.9% 8,468 $2.0M
Summit Financial, LLC 0.05% Add +30.0% 8,367 $1.9M
Castle Rock Wealth Management, LLC 0.52% Reduce -22.7% 8,310 $1.9M
Nvwm, LLC 0.51% Reduce -1.2% 8,339 $1.9M
Focus Financial Network, Inc. 0.08% Reduce -1.8% 8,318 $1.9M
HHM Wealth Advisors, LLC 0.26% No change 8,293 $1.9M
GAMMA Investing LLC 0.14% Add +13.1% 8,247 $1.9M
O'Brien Greene & Co. Inc 0.64% No change 8,224 $1.9M
Ofi Invest Asset Management 0.05% Add +2.0% 8,859 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.05% No change 8,196 $1.9M
Private Trust Co. NA 0.20% Reduce -4.9% 8,195 $1.9M
Oxbow Advisors, LLC 0.20% Reduce -1.2% 8,183 $1.9M
Garrison Point Advisors, LLC 0.92% Reduce -3.3% 8,180 $1.9M
Eventide Asset Management, LLC 0.04% New 8,301 $1.9M
Evoke Wealth, LLC 0.05% Reduce -0.6% 8,151 $1.9M
Lederer & Associates Investment Counsel 1.38% Add +4.4% 8,148 $1.9M
Powers Advisory Group, LLC 0.90% Add +0.0% 8,137 $1.9M
Compound Planning, Inc. 0.09% Add +16.7% 8,088 $1.9M
Mainstay Capital Management LLC 0.26% Reduce -0.6% 8,087 $1.9M
Cim Investment Management Inc. 0.43% Add +0.0% 8,073 $1.9M
Ameritas Advisory Services, LLC 0.08% Reduce -17.8% 9,025 $1.9M
Matrix Trust Co 0.31% New 8,055 $1.9M
Trium Capital LLP 0.75% Reduce -12.7% 8,022 $1.9M
Spire Wealth Management 0.06% Add +2.5% 8,012 $1.9M
Leonteq Securities AG 0.14% Reduce -17.5% 7,936 $1.8M
Essex LLC 0.40% Reduce -0.6% 7,915 $1.8M
Inceptionr LLC 0.55% Reduce -33.1% 7,904 $1.8M
Kampmann Melissa S. 1.44% New 7,895 $1.8M
United Services Automobile Association 0.06% New 8,010 $1.8M
Fiduciary Alliance LLC 0.18% Reduce -6.2% 7,885 $1.8M
Westbourne Investments, Inc. 1.10% Add +0.4% 7,857 $1.8M
Hilltop Holdings Inc. 0.11% Add +3.6% 7,838 $1.8M
Blodgett Wealth Advisors, LLC 1.54% No change 7,811 $1.8M
Bank of New Hampshire 0.47% Reduce -3.3% 7,804 $1.8M
Level Four Advisory Services, LLC 0.07% Add +0.1% 7,779 $1.8M
Farther Finance Advisors, LLC 0.05% Add +66.9% 7,690 $1.8M
Keeler Thomas Management LLC 0.88% Reduce -38.6% 7,743 $1.8M
Kingswood Wealth Advisors, LLC 0.16% Reduce -2.6% 7,674 $1.8M
Legacy Financial Group LLC 0.27% Reduce -12.8% 7,672 $1.8M
Kirtland Hills Capital Management, LLC 1.08% Add +7.2% 7,656 $1.8M
Armstrong Advisory Group, Inc. 0.14% No change 8,748 $1.8M
McRae Capital Management Inc. 0.37% Reduce -0.1% 7,600 $1.8M
Constitution Capital LLC 0.97% Add +9.4% 7,585 $1.8M
Ironwood Investment Counsel, LLC 0.30% Reduce -0.4% 7,539 $1.7M
Gryphon Financial Partners LLC 0.26% Add +3.0% 7,539 $1.7M
Comprehensive Financial Consultants Institutional, Inc. 0.62% Reduce -2.4% 7,491 $1.7M
Anb Bank 0.77% Reduce -2.9% 7,471 $1.7M
U.S. Capital Wealth Advisors, LLC 0.05% Add +5.0% 7,439 $1.7M
WBH Advisory Inc. 0.16% Reduce -2.4% 7,435 $1.7M
Arkadios Wealth Advisors 0.07% Add +4.2% 7,418 $1.7M
Western Wealth Management, LLC 0.11% Add +7.4% 7,402 $1.7M
United Capital Management of KS, Inc. 0.35% Add +0.5% 7,401 $1.7M
RDA Financial Network 0.51% Add +8.5% 7,396 $1.7M
Luts & Greenleigh Group, Inc. 1.69% Add +0.1% 7,361 $1.7M
Aviance Capital Partners, LLC 0.24% Reduce -0.7% 7,339 $1.7M
FRG Family Wealth Advisors LLC 0.33% No change 7,332 $1.7M
Groupama Asset Managment 0.03% Reduce -62.8% 7,435 $1.7M
Fisher Asset Management 0.00% Reduce -5.7% 7,302 $1.7M
Zevenbergen Capital Investments LLC 0.04% Add +134.0% 7,230 $1.7M
Capital & Planning, LLC 1.24% Add +16.8% 7,211 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Add +0.7% 7,208 $1.7M
SCS Capital Management LLC 0.02% New 7,147 $1.7M
Atom Investors LP 0.20% Reduce -79.2% 7,130 $1.7M
TD Private Client Wealth LLC 0.05% Reduce -18.0% 7,122 $1.6M
Boston Trust Walden Corp 0.01% No change 7,049 $1.6M
Evercore Wealth Management, LLC 0.03% Reduce -0.9% 7,040 $1.6M
West Family Investments, Inc. 0.61% No change 7,038 $1.6M
First Manhattan Co. Llc. 0.00% No change 6,983 $1.6M
Founders Financial Securities LLC 0.14% Add +8.6% 7,056 $1.6M
Prairie Sky Financial Group LLC 0.96% No change 6,962 $1.6M
Vestmark Advisory Solutions, Inc. 0.04% Add +82.7% 6,938 $1.6M
Smartleaf Asset Management LLC 0.15% Add +14.1% 7,001 $1.6M
Tempus Wealth Planning, LLC 0.47% Add +2.5% 6,864 $1.6M
New England Research & Management, Inc. 0.81% Add +5.1% 6,863 $1.6M
Brighton Jones LLC 0.05% Reduce -0.2% 6,848 $1.6M
Northwest Bancshares, Inc. 0.29% Reduce -0.2% 6,844 $1.6M
Wealthspire Advisors, LLC 0.01% Add +3.4% 6,836 $1.6M
Unique Wealth, LLC 0.30% Add +0.1% 6,816 $1.6M
Qtron Investments LLC 0.23% No change 6,763 $1.6M
Sava Infond d.o.o. 0.30% No change 6,740 $1.6M
Stiles Financial Services Inc 0.60% Reduce -0.6% 6,735 $1.6M
Clear Creek Financial Management, LLC 0.16% Add +3.0% 6,728 $1.6M
HM Payson & Co. 0.03% Add +1.3% 6,715 $1.6M
HBK Sorce Advisory LLC 0.05% Add +2.1% 6,708 $1.6M
Nwam LLC 0.13% Add +6.5% 6,698 $1.6M
Sagespring Wealth Partners, LLC 0.04% Add +19.6% 6,695 $1.6M
Welch Group, LLC 0.07% No change 6,788 $1.5M
Dorsey & Whitney Trust CO LLC 0.09% Add +1.9% 6,659 $1.5M
Cannell & Spears LLC 0.03% Add +0.1% 6,658 $1.5M
Checchi Capital Advisers, LLC 0.11% Reduce -1.6% 6,656 $1.5M
Tandem Capital Management Corp. 0.86% Add +0.7% 6,614 $1.5M
Mengis Capital Management, Inc. 0.32% Add +0.6% 6,598 $1.5M
Sheaff Brock Investment Advisors, LLC 0.14% Add +0.2% 6,539 $1.5M
Dynasty Wealth Management, LLC 0.03% Reduce -1.0% 6,515 $1.5M
Global Assets Advisory, LLC 0.28% Add +199.6% 6,703 $1.5M
First Pacific Financial 0.31% Reduce -12.4% 6,506 $1.5M
Welch & Forbes LLC 0.02% Reduce -0.2% 6,468 $1.5M
Mufg Securities Americas Inc. 0.17% Add +19.9% 6,465 $1.5M
Strategic Blueprint, LLC 0.08% Add +8.3% 6,465 $1.5M
RFG Advisory, LLC 0.04% Add +113.6% 6,429 $1.5M
PKO Investment Management Joint-Stock Co 0.17% No change 6,412 $1.5M
Vision Financial Markets LLC 1.61% No change 6,394 $1.5M
Signal Advisors Wealth, LLC 0.14% Add +43.4% 6,381 $1.5M
Sterling Investment Management, LLC 1.05% Reduce -2.6% 6,378 $1.5M
Jaffetilchin Investment Partners, LLC 0.11% Reduce -1.4% 6,369 $1.5M
Crestwood Advisors Group, LLC 0.03% Add +205.9% 6,301 $1.5M
Commonwealth Retirement Investments LLC 0.59% Reduce -0.2% 6,288 $1.5M
Baker Ellis Asset Management LLC 0.21% Reduce -3.4% 6,286 $1.5M
McDaniel Terry & Co. 0.13% Reduce -1.9% 6,275 $1.5M
Essex Financial Services, Inc. 0.10% Add +11.1% 6,251 $1.4M
GPS Wealth Strategies Group, LLC 0.19% Add +2.0% 6,181 $1.4M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -14.8% 6,178 $1.4M
Richards, Merrill & Peterson, Inc. 0.74% Add +0.4% 6,170 $1.4M
Fjell Capital, LLC 1.45% Add +10.7% 6,164 $1.4M
Counterweight Ventures, LLC 1.02% Reduce -7.5% 6,162 $1.4M
Wedmont Private Capital 0.07% Add +5.9% 6,217 $1.4M
Equitable Trust Co. 0.08% Add +2.9% 6,118 $1.4M
Birch Hill Investment Advisors LLC 0.07% No change 6,101 $1.4M
WD Rutherford LLC 0.75% New 6,101 $1.4M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -0.7% 6,077 $1.4M
Venture Visionary Partners LLC 0.06% Add +1.6% 6,074 $1.4M
Boyar Asset Management Inc. 1.02% No change 6,061 $1.4M
Wedgewood Investors Inc. 1.66% Reduce -1.6% 6,050 $1.4M
Fca Corp. 0.45% Reduce -3.2% 6,034 $1.4M
Fifth Third Wealth Advisors LLC 0.07% Add +8.8% 6,025 $1.4M
BayBridge Capital Group, LLC 0.99% Reduce -0.7% 5,966 $1.4M
NorthRock Partners, LLC 0.05% Reduce -2.1% 5,919 $1.4M
Westover Capital Advisors, LLC 0.30% Reduce -0.6% 5,909 $1.4M
Savvy Advisors, Inc. 0.14% Add +9.7% 5,901 $1.4M
Segment Wealth Management, LLC 0.09% Add +5.6% 5,900 $1.4M
Kavar Capital Partners Group, LLC 0.23% Add +8.9% 5,839 $1.4M
Fox Run Management, L.L.C. 0.21% Add +50.4% 5,829 $1.3M
PFG Investments, LLC 0.09% Reduce -10.6% 5,828 $1.3M
InTrack Investment Management Inc 1.22% Add +51.0% 5,807 $1.3M
Simplicity Wealth,LLC 0.10% New 5,804 $1.3M
Capital Planning LLC 0.38% Reduce -0.8% 5,800 $1.3M
V-Square Quantitative Management LLC 0.20% Reduce -3.7% 5,780 $1.3M
Cobblestone Capital Advisors LLC 0.07% Reduce -1.3% 5,771 $1.3M
Pekin Hardy Strauss, Inc. 0.16% No change 5,762 $1.3M
Quadcap Wealth Management, LLC 0.19% Reduce -1.7% 5,751 $1.3M
Rogco, LP 0.53% Reduce -3.5% 5,744 $1.3M
Blue Trust, Inc. 0.02% Add +1.0% 5,730 $1.3M
Rehmann Capital Advisory Group 0.08% Add +2.0% 5,724 $1.3M
Corundum Group, Inc. 0.63% Reduce -36.1% 5,717 $1.3M
Advisory Alpha, LLC 0.04% Add +2.4% 5,714 $1.3M
SL Advisors, LLC 2.31% Add +147.0% 7,718 $1.3M
Daymark Wealth Partners, LLC 0.06% Add +2.0% 5,702 $1.3M
Veracity Capital LLC 0.52% Reduce -9.1% 5,694 $1.3M
CWA Asset Management Group, LLC 0.06% Add +22.1% 5,691 $1.3M
Okabena Investment Services Inc. 0.33% Add +6.0% 5,677 $1.3M
MTM Investment Management, LLC 0.51% Reduce -1.9% 5,617 $1.3M
Detalus Advisors, LLC 0.41% Add +0.1% 5,652 $1.3M
VeraBank, N.A. 0.36% Reduce -11.8% 5,632 $1.3M
Moneta Group Investment Advisors LLC 0.02% Reduce -4.6% 5,622 $1.3M
FAS Wealth Partners, Inc. 0.11% Add +0.1% 5,616 $1.3M
Florida Trust Wealth Management Co 0.04% Add +4.9% 5,605 $1.3M
Diversified Trust Co. 0.03% Reduce -13.9% 5,585 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.72% Reduce -6.7% 5,582 $1.3M
SouthState Bank Corp 0.06% Add +7.6% 5,564 $1.3M
Harvest Fund Management Co., Ltd 0.06% Add +202.7% 5,805 $1.3M
Piscataqua Savings Bank 1.13% Add +0.6% 5,508 $1.3M
Addison Capital Co 0.50% Reduce -7.5% 5,467 $1.3M
Wolf Group Capital Advisors 0.42% New 5,461 $1.3M
Ontario Teachers Pension Plan Board 0.02% Reduce -41.8% 5,451 $1.3M
Monument Capital Management 0.39% Reduce -2.3% 5,448 $1.3M
Callahan Advisors, LLC 0.12% Add +10.2% 5,440 $1.3M
OneAscent Financial Services LLC 0.08% Reduce -14.2% 5,392 $1.3M
Ables, Iannone, Moore & Associates, Inc. 0.85% Reduce -0.3% 5,361 $1.2M
CW Advisors, LLC 0.01% Add +158.3% 5,367 $1.2M
Callan Family Office, LLC 0.09% Reduce -54.0% 5,310 $1.2M
Valmark Advisers, Inc. 0.02% Add +0.1% 5,285 $1.2M
Gotham Asset Management 0.01% Add +17.9% 5,281 $1.2M
Heritage Wealth Management, Inc. 0.41% No change 5,162 $1.2M
WealthTrust Axiom LLC 0.36% No change 5,158 $1.2M
Motiv8 Investments LLC 0.79% Reduce -0.1% 5,121 $1.2M
Mayflower Financial Advisors, LLC 0.18% Reduce -0.2% 5,106 $1.2M
Caldwell Sutter Capital, Inc. 0.56% Reduce -8.9% 5,099 $1.2M
Advisor OS, LLC 0.13% Reduce -2.4% 5,079 $1.2M
Leigh Baldwin & Co., LLC 0.94% Add +0.4% 5,065 $1.2M
RFG - Bristol Wealth Advisors, LLC 0.39% Add +29.8% 5,047 $1.2M
GW Henssler & Associates Ltd. 0.07% Reduce -2.0% 5,040 $1.2M
XML Financial, LLC 0.11% Reduce -0.9% 5,028 $1.2M
Quadrature Capital Ltd 0.03% Reduce -53.6% 5,018 $1.2M
Advisors Capital Management, LLC 0.02% Reduce -4.3% 5,000 $1.2M
Rithm Capital Corp. 3.33% Add +11.1% 5,000 $1.2M
Barbara Oil Co. 0.47% No change 5,000 $1.2M
Founders Financial Alliance, LLC 0.28% Add +3.6% 4,985 $1.2M
Lebenthal Global Advisors, LLC 0.22% Reduce -5.6% 4,983 $1.2M
Catalyst Capital Advisors LLC 0.02% Reduce -11.3% 4,952 $1.1M
Cassia Capital Partners, LLC 0.71% Add +6.5% 4,943 $1.1M
Fulton Bank, N.A. 0.05% Reduce -0.0% 4,933 $1.1M
Bank of Nova Scotia Trust Co. 0.12% Add +4.3% 4,915 $1.1M
Insigneo Advisory Services, LLC 0.12% Add +38.9% 4,868 $1.1M
Milestone Asset Management, LLC 0.24% Add +6.4% 4,852 $1.1M
High Net Worth Advisory Group LLC 0.32% Reduce -5.2% 4,847 $1.1M
Solidarity Wealth, LLC 0.28% No change 4,839 $1.1M
FourThought Financial Partners, LLC 0.12% Reduce -12.1% 4,770 $1.1M
CreativeOne Wealth, LLC 0.03% Add +47.4% 4,755 $1.1M
MWA Asset Management 0.76% Add +7.8% 4,750 $1.1M
Wesbanco Bank Inc. 0.04% Reduce -1.5% 4,746 $1.1M
JSF Financial, LLC 0.29% New 4,720 $1.1M
Mainsail Financial Group, LLC 0.62% Add +6.5% 4,704 $1.1M
Guerra Advisors Inc 0.61% Add +87.8% 4,675 $1.1M
Magnus Financial Group LLC 0.11% Add +2.6% 4,670 $1.1M
Principal Securities, Inc. 0.02% Add +0.4% 5,326 $1.1M
L.M. Kohn & Company 0.28% Reduce -1.0% 4,642 $1.1M
Comprehensive Financial Planning, Inc. 1.04% Add +49.0% 4,626 $1.1M
Moneco Advisors, LLC 0.11% Reduce -3.9% 4,624 $1.1M
IVC Wealth Advisors LLC 0.57% Reduce -1.1% 4,614 $1.1M
Retirement Guys Formula LLC 0.53% Add +21.1% 4,607 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -15.5% 4,590 $1.1M
Foguth Wealth Management, LLC. 0.26% Add +77.0% 4,572 $1.1M
Lanark Financial, Inc. 0.09% — 4,562 $1.1M
NCP Inc. 1.42% No change 4,561 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -9.7% 4,560 $1.1M
Secure Asset Management, LLC 0.21% Add +19.1% 4,560 $1.1M
Silvercrest Asset Management Group LLC 0.01% Add +8.3% 4,559 $1.1M
Country Club Bank 0.07% Reduce -2.1% 4,626 $1.1M
J. W. Coons Advisors, LLC 0.28% No change 4,550 $1.1M
Fidelis Capital Partners, LLC 0.11% Reduce -0.8% 4,595 $1.0M
Transcend Capital Advisors, LLC 0.08% Reduce -2.0% 4,531 $1.0M
Community Bank, N.A. 0.14% Add +15.9% 4,527 $1.0M
Occudo Quantitative Strategies LP 0.14% New 4,598 $1.0M
BOK Financial Private Wealth, Inc. 0.08% Reduce -21.9% 4,512 $1.0M
Teza Capital Management LLC 0.47% Reduce -43.6% 4,411 $1.0M
Franklin Street Advisors Inc. 0.07% Reduce -1.0% 4,407 $1.0M
Linscomb Wealth, Inc. 0.05% Add +21.1% 4,405 $1.0M
First Merchants Corp. 0.04% No change 4,401 $1.0M
Werlinich Asset Management, LLC 0.65% No change 4,390 $1.0M
Capital Investment Counsel, LLC 0.17% No change 4,384 $1.0M
HUB Investment Partners, LLC 0.04% Add +12.4% 4,375 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +0.9% 4,368 $1.0M
Astoria Portfolio Advisors LLC. 0.34% Add +62.0% 4,415 $1.0M
Syon Capital LLC 0.08% Add +8.0% 4,359 $1.0M
Ceeto Capital Group, LLC 0.38% No change 4,351 $1.0M
Johnson Financial Group, Inc. 0.05% Add +120.1% 4,344 $1.0M
MRP Capital Investments, LLC 0.94% Reduce -1.1% 4,340 $1.0M
Cypress Asset Management Inc. 0.27% Add +1.2% 4,306 $997K
Impact Investors, Inc 0.78% Reduce -2.1% 4,304 $996K
Capital Management Associates, Inc 0.23% Add +100.7% 4,294 $994K
Avestar Capital, LLC 0.09% Add +12.7% 4,287 $992K
Financial Advocates Investment Management 0.07% Add +7.0% 4,285 $992K
MMBG Investment Advisors Co. 0.11% No change 4,260 $986K
Allen Investment Management, LLC 0.01% No change 4,250 $984K
Jacksonville Wealth Management, LLC 0.96% Reduce -2.8% 4,234 $980K
Olde Wealth Management, LLC 0.35% Reduce -6.6% 4,229 $979K
MIdWestOne Financial Group, Inc. 0.14% Add +2.6% 4,222 $977K
Foundations Investment Advisors, LLC 0.02% Reduce -0.1% 4,207 $974K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +10.7% 4,199 $972K
Curated Wealth Partners LLC 0.13% Reduce -0.4% 4,199 $972K
Robbins Farley 0.51% Add +1.5% 4,186 $969K
Logan Capital Management Inc. 0.04% Reduce -0.4% 4,175 $967K
Arete Wealth Advisors, LLC 0.07% Add +4.0% 4,167 $965K
CHICAGO TRUST Co NA 0.18% Reduce -22.3% 4,152 $961K
Dempze Nancy E 0.58% No change 4,142 $959K
SkyView Investment Advisors, LLC 0.14% Add +5.8% 4,128 $956K
Vancity Investment Management Ltd 0.13% — 4,131 $956K
McDonald Partners LLC 0.25% Reduce -0.0% 4,115 $953K
Burney Co./ 0.03% Add +101.0% 4,101 $949K
Regatta Capital Group, LLC 0.18% Reduce -0.6% 4,093 $948K
Generali Investments CEE, investicni spolecnost, a.s. 0.09% No change 4,090 $947K
Smith, Moore & Co. 0.09% Add +1.3% 4,079 $944K
Harbour Trust & Investment Management Co 0.11% No change 4,075 $943K
Kennedy Investment Group, Inc. 0.44% Reduce -0.4% 4,073 $943K
Bank Ozk 0.39% Reduce -0.8% 4,056 $939K
Cigna Investments Inc. 0.17% Reduce -1.4% 4,037 $934K
2UniFi Bank 0.60% Add +0.5% 4,008 $933K
Choate Investment Advisors 0.02% Reduce -42.2% 4,021 $931K
Polymer Capital Management (US) LLC 0.28% Add +145.2% 4,016 $930K
Ardsley Advisory Partners LP 0.21% New 4,000 $926K
Central Pacific Bank - Trust Division 0.13% Reduce -4.8% 4,000 $926K
IMS Capital Management 0.47% Reduce -10.4% 3,988 $923K
Verus Capital Partners, LLC 0.09% Add +10.2% 3,987 $923K
Aberdeen Wealth Management LLC 0.63% No change 3,975 $920K
Gladstone Institutional Advisory LLC 0.04% Add +48.1% 3,938 $912K
SOL Capital Management CO 0.10% No change 3,935 $911K
Angeles Wealth Management, LLC 0.08% Add +1.3% 3,913 $906K
American National Bank & Trust 0.10% Add +3.4% 3,879 $898K
Capital Analysts, LLC 0.03% Reduce -0.7% 3,855 $892K
Profund Advisors LLC 0.04% Reduce -7.9% 3,823 $885K
Wulff, Hansen & Co. 0.80% Reduce -2.6% 3,808 $882K
HF Advisory Group, LLC 0.38% Reduce -1.8% 3,798 $879K
Koa Wealth Management, LLC 0.71% Reduce -1.0% 3,791 $878K
Seamount Financial Group Inc. 0.60% Add +1.9% 3,791 $878K
Kovack Advisors, Inc. 0.09% Reduce -0.3% 3,780 $875K
W1M Investment Management Ltd 0.01% No change 3,764 $871K
EverSource Wealth Advisors, LLC 0.05% Add +21.3% 3,749 $868K
NCM Capital Management, LLC 0.39% No change 3,737 $865K
Brooklyn Investment Group 0.19% Add +25.3% 3,706 $858K
Van Hulzen Asset Management, LLC 0.08% Reduce -5.0% 3,703 $857K
Hardin Capital Partners, LLC 0.53% New 3,700 $857K
Wolff Wiese Magana LLC 0.58% Add +219.6% 3,698 $856K
Mill Creek Capital Advisors, LLC 0.02% Add +0.3% 3,688 $854K
Montecito Bank & Trust 0.15% Reduce -2.6% 3,678 $851K
Evergreen Capital Management LLC 0.03% Add +16.4% 3,677 $851K
First National Bank of Hutchinson 0.56% Reduce -1.8% 3,674 $851K
Portside Wealth Group, LLC 0.14% Add +11.8% 3,672 $850K
Avantax Planning Partners, Inc. 0.03% Add +9.8% 3,657 $847K
Claro Advisors Inc. 0.11% Reduce -20.7% 3,635 $841K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +1.1% 3,690 $841K
Drive Wealth Management, LLC 0.20% Add +84.0% 3,622 $839K
Spinnaker Trust 0.05% No change 3,614 $837K
Oak Thistle LLC 0.17% Reduce -18.8% 3,611 $836K
Northeast Financial Group, Inc. 0.31% Reduce -2.0% 3,608 $836K
Tradewinds, LLC. 0.24% Reduce -4.1% 3,607 $835K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -1.1% 3,590 $831K
Oakworth Capital, Inc. 0.06% Reduce -0.3% 3,582 $829K
Marex Group Ltd 0.02% Reduce -11.0% 3,573 $827K
King Wealth Management Group 0.13% Add +0.1% 3,563 $825K
Investor's Fiduciary Advisor Network, LLC 0.39% Reduce -5.4% 3,549 $821K
FORA Capital, LLC 0.08% Reduce -31.4% 3,546 $821K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.2% 3,542 $820K
Mine & Arao Wealth Creation & Management, LLC. 0.40% Reduce -7.9% 3,529 $817K
Kintegral Advisory, LLC 0.08% Reduce -0.3% 3,525 $816K
Orrstown Financial Services Inc. 0.19% Add +13.8% 3,524 $816K
Journey Strategic Wealth LLC 0.03% Add +0.1% 3,522 $815K
CoreCap Advisors, LLC 0.04% Add +7.3% 3,504 $811K
Pine Valley Investments Ltd Liability Co 0.05% Add +8.2% 3,494 $809K
Creekmur Asset Management LLC 0.17% Add +38.3% 3,492 $808K
MCF Advisors LLC 0.06% Reduce -4.6% 3,476 $805K
World Equity Group, Inc. 0.23% Add +15.4% 3,483 $799K
Penserra Capital Management LLC 0.01% Add +259.5% 3,448 $797K
Ausdal Financial Partners, Inc. 0.06% Reduce -2.3% 3,439 $796K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.38% Reduce -31.9% 3,437 $796K
Baker Tilly Wealth Management, LLC 0.31% Add +1.4% 3,430 $794K
Beacon Bank & Trust 0.19% Reduce -3.8% 3,421 $792K
Chancellor Financial Group WB LP 0.66% Add +10.5% 3,410 $789K
Bravias Capital Group, LLC 0.64% Reduce -22.8% 3,408 $789K
Clarius Group, LLC 0.05% Add +50.3% 3,402 $788K
Mosaic Family Wealth Partners, LLC 0.11% Add +2.6% 3,373 $781K
Shepherd Financial Partners LLC 0.09% Add +0.0% 3,367 $779K
Community Bank & Trust, Waco, Texas 0.18% Add +0.4% 3,359 $778K
Howe & Rusling Inc. 0.07% Add +17.8% 3,356 $777K
Richwood Investment Advisors, LLC 0.66% Reduce -3.0% 3,355 $777K
Everett Harris & Co. 0.01% Add +1.7% 3,353 $776K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +2.7% 3,351 $776K
Busey Bank 0.03% Reduce -12.9% 3,340 $773K
Quotient Wealth Partners, LLC 0.02% Reduce -12.8% 3,331 $771K
Axq Capital, LP 0.31% New 3,331 $771K
Beaumont Financial Advisors, LLC 0.06% Reduce -19.3% 3,331 $771K
Alliance Wealth Advisors, LLC 0.45% No change 3,325 $770K
Cornerstone Wealth Management, LLC 0.05% Reduce -6.6% 3,323 $769K
Avior Wealth Management, LLC 0.03% Reduce -0.0% 3,319 $768K
Fiduciary Family Office, LLC 0.25% New 3,306 $765K
Howard Capital Management, LLC 0.02% Reduce -8.4% 3,294 $763K
Davis R M Inc. 0.02% Add +67.8% 3,286 $761K
Bill Few Associates, Inc. 0.27% No change 3,276 $758K
Thomasville National Bank 0.06% Reduce -0.5% 3,276 $758K
Arthur M. Cohen & Associates, LLC 0.15% No change 3,275 $758K
Madison Asset Management, LLC 0.01% No change 3,275 $758K
Hohimer Wealth Management, LLC 0.15% Add +1.7% 3,264 $756K
Ipsen Advisor Group LLC 0.65% Reduce -4.3% 3,259 $754K
Cozad Asset Management Inc. 0.08% No change 3,253 $753K
Alamea Verwaltungs GmbH 0.65% — 3,247 $752K
Morton Capital Management LLC 0.14% Add +4.7% 3,233 $749K
Mitchell McLeod Pugh & Williams Inc. 0.15% Add +0.0% 3,209 $743K
Mechanics Financial Corp 0.34% Add +5.8% 3,205 $742K
Asset Planning,Inc 0.58% Add +0.3% 3,193 $739K
Fire Capital Management LLC 0.54% Add +11.7% 3,193 $739K
Cyndeo Wealth Partners, LLC 0.05% Reduce -0.1% 3,184 $737K
Engineers Gate Manager LP 0.01% Reduce -97.8% 3,180 $736K
Glenview Trust Co 0.01% Add +0.9% 3,176 $735K
Lester Murray Antman dba SimplyRich 0.21% Add +0.0% 3,178 $735K
Good Life Advisors, LLC 0.05% Add +0.5% 3,153 $730K
Americana Partners, LLC 0.03% Reduce -6.5% 3,147 $729K
Modera Wealth Management, LLC 0.01% Reduce -1.7% 3,145 $728K
Alpine Woods Capital Investors, LLC 0.18% Reduce -56.2% 3,145 $728K
Bridgewater Advisors Inc. 0.06% New 3,177 $727K
Forum Financial Management, LP 0.01% Reduce -0.3% 3,139 $727K
Bison Wealth, LLC 0.07% Add +167.0% 3,121 $726K
Verdence Capital Advisors LLC 0.06% Reduce -0.2% 3,134 $726K
Keel Point, LLC 0.06% Add +8.3% 3,133 $725K
Dogwood Wealth Management LLC 0.38% Add +3.4% 3,122 $723K
Orleans Capital Management Corp. 0.42% No change 3,117 $722K
KWB Wealth 0.09% Add +3.0% 3,560 $718K
Frank, Rimerman Advisors LLC 0.06% Add +2.8% 3,098 $717K
Buckley Wealth Management, LLC 0.22% New 3,097 $717K
Boston Research & Management Inc. 0.18% No change 3,090 $715K
Larson Financial Group LLC 0.03% Add +12.2% 3,084 $714K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -11.5% 3,071 $711K
Shoker Investment Counsel, Inc. 0.24% Reduce -0.2% 3,063 $709K
Valtrion Capital Management, LLC 0.95% New 3,052 $707K
Meyer Handelman Co. 0.02% No change 3,050 $706K
Seneca House Advisors 0.30% Reduce -3.9% 3,042 $704K
Connecticut Wealth Management, LLC 0.04% Reduce -4.7% 3,042 $704K
Epoch Investment Partners, Inc. 0.00% No change 3,034 $702K
Westpac Banking Corp. 0.05% Reduce -18.4% 3,028 $701K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -2.2% 3,024 $700K
Mattern Capital Management, LLC 0.09% Add +11.1% 3,022 $700K
Moloney Securities Asset Management, LLC 0.10% No change 3,016 $698K
Core Wealth Partners LLC 0.41% Reduce -14.3% 3,010 $697K
Breed's Hill Capital LLC 0.37% Add +7.3% 3,000 $694K
SGL Investment Advisors, Inc. 0.36% Reduce -1.4% 2,976 $694K
Tobam 0.30% Reduce -73.3% 2,988 $692K
Cornerstone Advisory, LLC 0.08% Reduce -5.2% 2,956 $692K
Auxano Advisors, LLC 0.18% Add +0.5% 2,987 $692K
Joel Isaacson & Co., LLC 0.03% No change 2,970 $688K
Legacy Capital Group California, Inc. 0.24% Reduce -1.0% 2,959 $685K
Stratos Investment Management, LLC 0.04% Reduce -12.7% 2,935 $680K
Cahaba Wealth Management, Inc. 0.06% Reduce -1.6% 2,935 $679K
Illumine Investment Management, LLC 0.56% No change 2,934 $679K
Legacy Wealth Asset Management, LLC 0.19% Reduce -0.7% 2,932 $679K
Avidian Wealth Enterprises, LLC 0.03% Add +0.7% 2,916 $675K
RW Investment Management LLC 0.08% No change 2,915 $675K
Central Valley Advisors, LLC 0.26% Reduce -49.0% 2,912 $674K
Harfst & Associates, Inc. 0.16% New 2,906 $673K
Forza Wealth Management, LLC 0.30% No change 2,902 $672K
Xcel Wealth Management, LLC 0.21% No change 2,900 $671K
Douglas Lane & Associates, LLC 0.01% Reduce -21.5% 2,886 $668K
Peoples Financial Services Corp. 0.32% Reduce -6.5% 2,882 $667K
Falcon Wealth Planning 0.07% Add +4.3% 2,881 $667K
Jeppson Wealth Management, LLC 0.24% No change 2,877 $666K
Successful Portfolios LLC 0.45% No change 2,867 $664K
CMG Global Holdings, LLC 0.43% Reduce -2.2% 2,909 $662K
Bradyco, Inc. 0.50% No change 2,849 $660K
Mendel Money Management 0.31% Add +1.0% 2,833 $656K
Sompo Asset Management Co., Ltd. 0.12% Add +6.8% 2,830 $655K
Schechter Investment Advisors, LLC 0.05% Reduce -2.0% 2,824 $654K
KLCM Advisors, Inc. 0.08% No change 2,823 $654K
Marble Harbor Investment Counsel, LLC 0.07% Reduce -1.1% 2,823 $654K
GeoWealth Management, LLC 0.03% Reduce -38.9% 2,822 $653K
Appleton Partners Inc. 0.05% Reduce -2.1% 2,822 $653K
SBI Securities Co., Ltd. 0.02% Reduce -1.9% 2,814 $651K
Atwood & Palmer Inc. 0.04% Add +3.6% 2,805 $649K
Vision Capital Management, Inc. 0.09% New 2,802 $649K
Apella Capital, LLC 0.02% Add +1.9% 2,881 $647K
J.Safra Asset Management Corp 0.05% Add +73.6% 2,790 $646K
RD Lewis Holdings, Inc. 0.73% Reduce -1.7% 2,760 $646K
Murphy & Mullick Capital Management Corp 0.62% Add +0.3% 2,777 $643K
Twinbeech Capital LP 0.01% Reduce -99.2% 2,777 $643K
Meridian Financial Advisors, LLC 0.45% No change 2,771 $642K
Corient IA LP 0.45% — 2,750 $637K
Greatmark Investment Partners, Inc. 0.09% No change 2,750 $637K
First Foundation Advisors 0.03% Reduce -20.3% 2,741 $635K
Court Place Advisors, LLC 0.21% Add +1.0% 2,731 $632K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Add +0.0% 2,726 $631K
Pitcairn Co. 0.04% Add +3.0% 2,708 $627K
Roman Butler Fullerton & Co. 0.24% Add +1.1% 2,691 $623K
Eldridge Investment Advisors, Inc. 0.14% No change 2,687 $622K
NFSG Corp 0.15% Reduce -3.6% 2,673 $619K
Private Wealth Asset Management, LLC 0.09% — 2,673 $619K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.3% 2,666 $617K
Cascades Capital Asset Management, LLC 0.34% Add +0.1% 2,660 $616K
Jennison Associates LLC 0.00% Add +4.5% 2,657 $615K
GS Investments, Inc. 0.29% No change 2,650 $614K
Kuhn & Co Investment Counsel 0.52% No change 2,646 $613K
Herold Advisors, Inc. 0.13% No change 2,639 $611K
Primoris Wealth Advisors, LLC 0.47% Reduce -1.3% 2,639 $611K
Fort Point Capital Partners LLC 0.07% Reduce -0.3% 2,639 $611K
Tributary Capital Management, LLC 0.05% Reduce -3.7% 2,615 $605K
Van Cleef Asset Management,Inc 0.07% Add +0.1% 2,613 $605K
Ring Mountain Capital, LLC 0.45% No change 2,604 $603K
Ti-Trust, Inc. 0.40% No change 2,603 $603K
Crowley Wealth Management, Inc. 0.57% Reduce -13.4% 2,590 $600K
Waterloo Capital, L.P. 0.06% Add +149.0% 2,582 $598K
Naviter Wealth, LLC 0.07% Add +0.2% 2,620 $597K
Simmons Bank 0.04% Reduce -2.2% 2,575 $596K
Alaethes Wealth, LLC 0.22% Add +21.9% 2,574 $596K
Cinctive Capital Management LP 0.05% New 2,570 $595K
JT Stratford LLC 0.11% Add +22.5% 2,567 $594K
Canandaigua National Bank & Trust Co. 0.06% Reduce -1.4% 2,550 $590K
Goelzer Investment Management, Inc. 0.03% No change 2,546 $589K
Sanders Morris Harris LLC 0.09% No change 2,542 $588K
Intrua Financial, LLC 0.09% Reduce -3.2% 2,539 $588K
Per Stirling Capital Management, LLC. 0.08% Reduce -3.8% 2,536 $587K
Sawyer & Company, Inc 0.24% Reduce -8.4% 2,535 $587K
Weinberger Asset Management, Inc 0.25% Add +0.1% 2,533 $586K
Catalyst Financial Partners LLC 0.11% Add +24.1% 2,530 $586K
Moody National Bank Trust Division 0.06% Reduce -0.2% 2,508 $581K
Sage Mountain Advisors LLC 0.04% Add +80.8% 2,507 $580K
Latitude Advisors, LLC 0.34% Add +0.1% 2,505 $580K
ERn Financial, LLC 0.09% New 2,503 $579K
Parthenon LLC 0.07% No change 2,500 $579K
Lindbrook Capital, LLC 0.05% Add +2.0% 2,495 $578K
Keystone Financial Group 0.06% Reduce -4.4% 2,492 $577K
Geneos Wealth Management Inc. 0.02% Add +7.8% 2,492 $577K
Zullo Investment Group, Inc. 0.25% Add +0.2% 2,490 $576K
Marshall & Sterling Wealth Advisors Inc. 0.39% Add +1.4% 2,487 $575K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -1.6% 2,478 $574K
GC Wealth Management RIA, LLC 0.11% Add +7.4% 2,476 $573K
Summit Financial Wealth Advisors, LLC 0.11% No change 2,469 $572K
Old Second National Bank of Aurora 0.13% Reduce -3.0% 2,463 $570K
Factor Wealth Management LTD 0.17% Reduce -0.8% 2,460 $570K
Compass Capital Corp. /Ma/ 0.30% Reduce -7.1% 2,454 $568K
Stablepoint Partners, LLC 0.10% Reduce -1.6% 2,449 $567K
Wealth Dimensions Group, Ltd. 0.14% Add +4.6% 2,447 $567K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Reduce -2.2% 2,440 $565K
Buska Wealth Management, LLC 0.18% Reduce -6.9% 2,425 $561K
AdvisorNet Financial, Inc 0.04% Reduce -1.6% 2,412 $559K
STAR Financial Bank 0.41% Reduce -4.9% 2,402 $556K
Fosun International Ltd 0.16% Add +31.3% 2,401 $556K
Trust Co 0.07% No change 2,401 $556K
Bond & Devick Financial Network, Inc. 0.20% No change 2,400 $556K
KPP Advisory Services LLC 0.10% Reduce -0.5% 2,386 $552K
Annex Advisory Services, LLC 0.02% Add +61.7% 2,378 $551K
Wellington Shields Capital Management, LLC 0.10% No change 2,371 $549K
Zacks Investment Management 0.01% Reduce -13.4% 2,369 $549K
Am Investment Strategies LLC 0.13% No change 2,369 $548K
Hudock, Inc. 0.10% Add +0.9% 2,348 $544K
Elevation Point Wealth Partners, LLC 0.05% Add +50.7% 2,322 $538K
Capital Investment Advisory Services, LLC 0.05% Add +10.6% 2,318 $537K
Maple Capital Management, Inc. 0.04% Add +21.2% 2,318 $537K
Formidable Asset Management, LLC 0.09% Add +2.0% 2,317 $536K
Csenge Advisory Group 0.03% Add +5.1% 2,320 $536K
Parkside Financial Bank & Trust 0.07% Reduce -1.2% 2,308 $534K
Clearview Wealth Advisors LLC 0.40% Reduce -3.9% 2,304 $533K
Adell Harriman & Carpenter Inc. 0.04% Reduce -2.1% 2,300 $532K
Benchmark Financial Wealth Advisors, LLC 0.20% Reduce -8.9% 2,299 $532K
Cassaday & Co Wealth Management LLC 0.01% Add +0.5% 2,294 $531K
Stuart Chaussee & Associates, Inc. 0.13% No change 2,286 $529K
SlateStone Wealth, LLC 0.05% Reduce -5.0% 2,280 $528K
KMG Fiduciary Partners, LLC 0.04% Reduce -0.3% 2,276 $527K
Prescott Group Capital Management, L.L.C. 0.08% New 2,275 $527K
Viawealth, LLC 0.32% No change 2,265 $524K
Prasad Wealth Partners, LLC 0.17% Add +35.8% 2,264 $524K
Sone Capital Management, LLC 0.05% Reduce -98.2% 2,255 $522K
Syntegra Private Wealth Group, LLC 0.06% Add +1.4% 2,247 $520K
Optas, LLC 0.09% Add +83.2% 2,239 $518K
Southeast Asset Advisors, LLC 0.06% New 2,235 $517K
Assetmark, Inc. 0.00% Add +4.6% 2,233 $517K
Brighton Securities Corp. 0.25% Add +5.3% 2,222 $514K
Patron Partners, LLC 0.28% Reduce -1.8% 2,214 $513K
Etesian Wealth Advisors, Inc. 0.22% No change 2,212 $512K
PDS Planning, Inc 0.04% Add +11.4% 2,201 $510K
Group One Trading LLC 0.02% Add +20.3% 2,200 $509K
Farringdon Capital, Ltd. 0.26% Reduce -60.9% 2,198 $509K
McElhenny Sheffield Capital Management, LLC 0.19% Reduce -14.7% 2,198 $509K
Aster Capital Management (DIFC) Ltd 0.09% Reduce -55.6% 2,175 $506K
Holderness Investments Co. 0.12% Add +3.1% 2,181 $505K
Nautilus Advisors LLC 0.42% Reduce -0.5% 2,180 $505K
Cardinal Point Capital Management ULC 0.05% Reduce -5.4% 2,177 $504K
Cannon Wealth Management Services, LLC 0.45% Reduce -9.6% 2,140 $504K
VSM Wealth Advisory, LLC 0.18% Reduce -1.8% 2,175 $503K
MPS Loria Financial Planners, LLC 0.15% Add +0.3% 2,167 $502K
Tradition Wealth Management, LLC 0.04% Reduce -0.3% 2,167 $502K
Drake & Associates, LLC 0.14% Add +28.8% 2,163 $501K
Knuff & Co LLC 0.17% Add +116.3% 2,163 $501K
Two Sigma Securities, LLC 0.08% New 2,157 $499K
CVA Family Office, LLC 0.08% Add +1.7% 2,155 $499K
StoneX Group Inc. 0.03% Add +90.5% 2,154 $499K
Stevens Capital Management LP 0.12% Add +102.7% 2,151 $498K
Tyche Wealth Partners LLC 0.11% Reduce -11.4% 2,148 $497K
Geneva Partners, LLC 0.26% Reduce -0.1% 2,139 $495K
Canopy Partners, LLC 0.19% Add +0.5% 2,133 $494K
Modern Wealth Management, LLC 0.02% Add +28.2% 2,132 $494K
American Institute for Advanced Investment Management, LLP 0.38% Add +8.4% 2,125 $492K
Aljian Capital Management, LLC 0.12% Add +2.0% 2,122 $491K
Cordgrass Capital Advisors, LLC 0.14% New 2,116 $490K
Private Capital Management, LLC 0.05% No change 2,111 $489K
Merrion Investment Management Co, LLC 0.35% No change 2,100 $486K
Syntax Research, Inc. 0.34% Add +1.5% 2,098 $486K
Ethos Financial Group, LLC 0.05% Add +117.8% 2,206 $483K
Argus Investors' Counsel, Inc. 0.37% Add +1.7% 2,078 $481K
Capital Advisors, Ltd. LLC 0.06% No change 2,078 $481K
Vista Investment Partners Ii, LLC 0.26% Reduce -85.3% 2,064 $478K
Stratos Wealth Advisors, LLC 0.03% Add +2.4% 2,062 $478K
Wealth Management Partners, LLC 0.22% No change 2,055 $476K
Beck Mack & Oliver LLC 0.01% Add +1.1% 2,048 $474K
Arlington Trust Co LLC 0.10% No change 2,038 $472K
Smithfield Trust Co 0.02% Add +5.2% 2,040 $471K
Courier Capital LLC 0.03% New 2,033 $471K
Horan Capital Advisors, LLC. 0.16% Add +5.3% 2,021 $468K
Duncan Williams Asset Management, LLC 0.17% No change 2,020 $468K
Allegheny Financial Group 0.12% Add +33.0% 2,014 $466K
ICONIQ Capital, LLC 0.01% Add +39.9% 2,014 $466K
Ifrah Financial Services, Inc. 0.13% Reduce -8.9% 2,009 $465K
Reliant Investment Partners, LLC 0.47% Add +5.4% 2,002 $463K
Johnson Bixby & Associates, LLC 0.07% No change 2,000 $463K
Crawford Investment Counsel Inc. 0.01% Reduce -2.9% 1,997 $462K
Baring Financial LLC 0.39% Reduce -3.8% 1,996 $462K
Compton Wealth Advisory Group, LLC 0.13% Reduce -6.9% 1,995 $462K
Farmers & Merchants Trust Co of Chambersburg PA 0.16% Reduce -5.0% 1,990 $461K
Notis-McConarty Edward 0.24% No change 1,990 $461K
First Nebraska Trust Co 0.05% Reduce -4.8% 1,983 $459K
Baker Boyer National Bank 0.17% No change 1,979 $458K
Blueshift Asset Management, LLC 0.18% Reduce -11.1% 1,976 $457K
Synergy Financial Group, LTD 0.41% Reduce -0.5% 1,976 $457K
LRI Investments, LLC 0.04% Add +13.3% 1,973 $457K
Eubel Brady & Suttman Asset Management Inc. 0.07% Add +0.1% 1,971 $456K
Lakeshore Financial Planning, Inc. 0.19% No change 1,967 $456K
Arvest Bank Trust Division 0.03% Reduce -3.0% 1,966 $455K
Old West Investment Management, LLC 0.16% New 1,952 $452K
Saturna Capital Corp. 0.01% No change 1,951 $452K
New Hampshire Trust 0.10% No change 1,950 $451K
Capital Advisors Wealth Management, LLC 0.08% Add +0.2% 1,949 $451K
Miller Financial Services LLC 0.65% Reduce -2.4% 1,944 $450K
Red Wave Investments LLC 0.16% Add +0.1% 1,944 $450K
Simon Quick Advisors, LLC 0.03% Add +5.3% 1,941 $449K
Sawgrass Asset Management LLC 0.06% No change 1,938 $449K
Values First Advisors, Inc. 0.26% Reduce -2.2% 1,937 $449K
Fiduciary Wealth Partners, LLC 0.39% — 1,935 $448K
Advyzon Investment Management, LLC 0.16% New 1,929 $447K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% No change 1,929 $447K
Diligent Investors, LLC 0.11% Add +0.2% 1,927 $446K
Dana Investment Advisors, Inc. 0.02% Reduce -1.4% 1,927 $446K
Petix & Botte Co 0.12% No change 1,922 $445K
SkyOak Wealth, LLC 0.10% No change 1,918 $444K
Aspiriant, LLC 0.02% Add +3.4% 1,918 $444K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -0.2% 1,913 $443K
Wealthspire Retirement, LLC 0.04% Add +0.3% 1,907 $441K
NBT Bank, N.A. 0.03% Reduce -10.0% 1,892 $438K
City State Bank 0.14% Add +5.6% 1,888 $437K
Amica Retiree Medical Trust 0.67% Reduce -19.3% 1,883 $436K
Flagship Wealth Advisors, LLC 0.18% Add +0.2% 1,883 $436K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.1% 1,882 $436K
Alta Advisers Ltd 0.19% Add +59.4% 1,878 $435K
Dumont & Blake Investment Advisors LLC 0.12% No change 1,877 $435K
bLong Financial, LLC 0.38% No change 1,871 $433K
Stokes Family Office, LLC 0.05% No change 1,869 $433K
Resolute Wealth Strategies, LLC 0.24% Reduce -9.4% 1,861 $431K
Cypress Wealth Services, LLC 0.09% Reduce -4.7% 1,858 $430K
Heritage Wealth Advisors 0.02% Reduce -33.8% 1,858 $430K
Ledyard National Bank 0.04% Reduce -8.0% 1,854 $429K
Mark Sheptoff Financial Planning, LLC 0.24% No change 1,850 $428K
First National Bank Sioux Falls 0.17% Reduce -12.1% 1,850 $428K
Independent Solutions Wealth Management, LLC 0.10% Reduce -0.4% 1,848 $428K
First Western Trust Bank 0.02% Reduce -3.3% 1,826 $423K
Grove Bank & Trust 0.06% Add +37.9% 1,819 $421K
Putney Financial Group LLC 0.44% Reduce -2.4% 1,817 $421K
Heritage Trust Co 0.05% No change 1,808 $419K
Phoenix Financial Ltd. 0.01% Add +8.6% 1,799 $417K
Azimuth Capital Investment Management LLC 0.02% No change 1,800 $417K
Marcum Wealth, LLC 0.04% Reduce -4.4% 1,792 $415K
Sculati Wealth Management, LLC 0.17% No change 1,791 $415K
Rossmore Private Capital 0.05% Add +1.2% 1,781 $412K
Ameriflex Group, Inc. 0.17% Reduce -11.2% 1,780 $412K
Philadelphia Trust Co. 0.04% Reduce -4.6% 1,775 $411K
Nicolet Advisory Services, LLC 0.04% Reduce -14.5% 1,809 $410K
Southland Equity Partners LLC 0.10% Reduce -2.4% 1,763 $408K
MBA Advisors LLC 0.20% Add +7.8% 1,760 $408K
Sterling Investment Advisors, Ltd. 0.10% Add +11.1% 1,760 $407K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +4.6% 1,759 $407K
First Business Financial Services, Inc. 0.04% Add +6.2% 1,759 $407K
Summit Asset Management, LLC 0.07% Add +30.8% 1,757 $407K
Brown, Lisle/Cummings, Inc. 0.12% Add +0.3% 1,756 $407K
Ranch Capital Advisors Inc. 0.19% Add +0.1% 1,754 $406K
Crews Bank & Trust 0.07% Add +0.5% 1,753 $406K
Trust Co of the South 0.08% Add +0.5% 1,740 $403K
Yarbrough Capital, LLC 0.02% New 1,735 $402K
O'ROURKE & COMPANY, Inc 0.20% Add +0.2% 1,732 $401K
Forest Hill Capital, LLC 0.30% No change 1,730 $401K
Peachtree Investment Partners, LLC 0.16% New 1,729 $400K
Alpha Cubed Investments, LLC 0.02% Reduce -5.3% 1,728 $400K
Trustmark Bank Trust Department 0.03% Add +2.8% 1,725 $399K
Cutter & CO Brokerage, Inc. 0.09% Add +0.2% 1,721 $398K
Truvestments Capital LLC 0.09% Reduce -5.2% 1,717 $398K
Diametric Capital, LP 0.47% Reduce -36.3% 1,716 $397K
Pinnacle Bancorp, Inc. 0.13% Reduce -1.1% 1,712 $396K
Meridian Wealth Advisors, LLC 0.07% Add +0.1% 1,711 $396K
L2 Asset Management, LLC 0.08% Add +10.0% 1,708 $395K
Inspirion Wealth Advisors, LLC 0.05% Reduce -49.0% 1,707 $395K
Bank of Stockton 0.13% Reduce -0.9% 1,701 $394K
Vigilare Wealth Management 0.16% Add +14.9% 1,701 $394K
Biltmore Family Office, LLC 0.07% No change 1,700 $393K
Certuity, LLC 0.04% Add +0.7% 1,697 $393K
St Germain D J Co. Inc. 0.02% Reduce -23.6% 1,695 $392K
Advisory Resource Group 0.08% Add +0.1% 1,692 $392K
Rise Advisors, LLC 0.17% Reduce -11.9% 1,691 $392K
Personal Cfo Solutions, LLC 0.08% Reduce -1.4% 1,691 $391K
Prairie Wealth Advisors, Inc. 0.19% No change 1,684 $390K
Wealth Architects, LLC 0.04% Add +0.4% 1,684 $390K
Ascentis Independent Advisors 0.08% Reduce -4.6% 1,683 $390K
Severin Investments, LLC 0.39% Reduce -1.1% 1,682 $389K
Legacy Financial Advisors, Inc. 0.07% Add +6.7% 1,682 $389K
Old North State Trust, LLC 0.25% No change 1,927 $389K
Relyea Zuckerberg Hanson LLC 0.05% Add +1.4% 1,678 $388K
Archford Capital Strategies, LLC 0.06% Add +1.4% 1,674 $388K
Wetzel Investment Advisors, Inc. 0.20% No change 1,667 $386K
Hager Investment Management Services, LLC 0.27% Reduce -2.6% 1,665 $385K
Lavaca Capital LLC 0.18% Reduce -11.4% 1,665 $385K
Rockland Trust Co. 0.02% No change 1,661 $385K
Advisor Resource Council 0.03% New 1,657 $384K
Amplius Wealth Advisors, LLC 0.04% Add +0.5% 1,657 $384K
Leelyn Smith, LLC 0.07% No change 1,652 $383K
FineMark National Bank & Trust 0.01% Add +4.2% 1,647 $381K
Bragg Financial Advisors, Inc 0.02% No change 1,646 $381K
San Luis Wealth Advisors LLC 0.09% Add +0.2% 1,642 $380K
Investment Advisory Group, LLC 0.13% Add +2.3% 1,641 $380K
Beese Fulmer Investment Management, Inc. 0.03% No change 1,635 $379K
Dover Advisors, LLC 0.16% New 1,631 $378K
Stockman Wealth Management, Inc. 0.06% Add +0.8% 1,631 $378K
Novem Group 0.05% Reduce -0.5% 1,628 $377K
Allen Wealth Management, LLC 0.26% No change 1,626 $376K
First Affirmative Financial Network 0.23% Reduce -18.6% 1,618 $375K
Nadler Financial Group, Inc. 0.04% Add +3.9% 1,618 $375K
Cape Ann Savings Bank 0.23% Add +4.2% 1,617 $374K
Cary Street Partners Investment Advisory LLC 0.22% Add +37.2% 1,612 $373K
Dynamic Technology Lab Private Ltd 0.05% Reduce -88.2% 1,614 $373K
Wimmer Associates 1, LLC 0.20% No change 1,675 $373K
Carret Asset Management, LLC 0.04% No change 1,607 $372K
Auxier Asset Management LLC 0.06% No change 1,607 $372K
Cidel Asset Management Inc. 0.02% No change 1,597 $370K
Versant Capital Management, Inc 0.06% Add +131.5% 1,595 $369K
First United Bank & Trust 0.14% Reduce -1.1% 1,592 $369K
Resonant Capital Advisors, LLC 0.03% Add +15.5% 1,586 $367K
First Financial Corp. 0.18% No change 1,580 $366K
LWM Advisory Services, LLC 0.25% Add +5.0% 1,575 $365K
Plancorp, LLC 0.01% Add +40.7% 1,572 $364K
Perennial Investment Advisors, LLC 0.04% Add +4.4% 1,571 $364K
Sunbelt Securities, Inc. 0.03% Add +54.9% 1,569 $363K
3Chopt Investment Partners, LLC 0.10% New 1,568 $363K
PBMares Wealth Management LLC 0.07% No change 1,567 $363K
PFG Advisors 0.02% Reduce -8.9% 1,564 $362K
WESPAC Advisors, LLC 0.29% Reduce -11.2% 1,564 $362K
Bannerman Wealth Management Group, LLC 0.30% Add +1.6% 1,562 $362K
D'Orazio & Associates, Inc. 0.06% Add +4.1% 1,562 $362K
D.B. Root & Company, LLC 0.12% Add +3.9% 1,556 $360K
Tilia Fiduciary Partners, Inc. 0.24% Reduce -0.3% 1,555 $360K
Manchester Capital Management LLC 0.04% Add +12.9% 1,550 $359K
KRS Capital Management, LLC 0.29% Add +3.1% 1,548 $358K
Delta Financial Group, Inc. 0.08% Add +0.1% 1,581 $358K
Trust Point Inc. 0.03% Reduce -41.0% 1,545 $358K
Foster Group, Inc. 0.01% Add +21.9% 1,544 $357K
Blossom Wealth Management 0.72% Add +3.2% 1,542 $357K
Stonebridge Financial Group, LLC 0.04% Add +3.0% 1,533 $355K
Berger Financial Group, Inc 0.02% Add +0.3% 1,532 $355K
ARS Wealth Advisors Group, LLC 0.05% Add +0.1% 1,527 $353K
BlackDiamond Wealth Management, LLC 0.24% Reduce -12.0% 1,515 $353K
LMG Wealth Partners, LLC 0.08% Add +0.3% 1,523 $353K
Tennessee Valley Asset Management Partners 0.06% Add +0.3% 1,522 $352K
Pinnacle West Asset Management, Inc. 0.25% Add +1.7% 1,520 $352K
GM Advisory Group, LLC 0.02% Add +2.4% 1,514 $351K
Moss Adams Wealth Advisors LLC 0.04% Add +18.6% 1,510 $350K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +3.1% 1,509 $349K
Claris Financial LLC 0.23% No change 1,728 $349K
Gibbs Wealth Management 0.08% New 1,504 $348K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.7% 1,503 $348K
Aviso Wealth Management 0.18% Reduce -1.4% 1,503 $348K
Spirit of America Management Corp. 0.07% Add +15.4% 1,500 $347K
Flputnam Investment Management Co. 0.01% Add +6.5% 1,499 $347K
Bolthouse Investments, LLC 0.36% No change 1,496 $346K
Grove Street Fiduciary, LLC 0.17% New 1,489 $345K
Argyle Capital Partners, LLC 0.29% No change 1,483 $343K
McAdam, LLC 0.02% Add +3.1% 1,482 $343K
Cynosure Group, LLC 0.05% Add +6.2% 1,479 $342K
Dunhill Financial, LLC 0.16% Reduce -0.4% 1,477 $342K
Broadway Wealth Solutions, Inc. 0.25% Reduce -5.6% 1,476 $342K
Grandfield & Dodd, LLC 0.02% No change 1,475 $341K
First Hawaiian Bank 0.05% Reduce -79.6% 1,472 $341K
Creative Financial Designs Inc. 0.03% Reduce -4.2% 1,471 $341K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -14.1% 1,467 $340K
Ballast Advisors LLC 0.11% No change 1,462 $338K
Up Strategic Wealth Investment Advisors LLC 0.30% Add +3.0% 1,461 $338K
Proficio Capital Partners LLC 0.03% Reduce -0.1% 1,461 $338K
Silver Coast Investments LLC 0.13% Add +26.6% 1,459 $338K
Westmount Partners, LLC 0.10% Add +0.3% 1,457 $337K
Midland Wealth Advisors, LLC 0.02% Reduce -25.2% 1,456 $337K
Vaughan David Investments LLC 0.01% Reduce -1.4% 1,455 $337K
River Street Advisors LLC 0.17% New 1,455 $337K
Obsidian Personal Planning Solutions LLC 0.15% Reduce -0.6% 1,441 $336K
TFC Financial Management, Inc. 0.05% Add +12.9% 1,443 $334K
MBB Public Markets I LLC 0.04% New 1,440 $333K
M.E. Allison & Co., Inc. 0.33% No change 1,436 $332K
Diamant Asset Management, Inc. 0.25% Add +7.5% 1,430 $331K
Powell Investment Advisors, LLC 0.16% No change 1,427 $330K
AlphaStar Capital Management, LLC 0.03% Reduce -0.8% 1,426 $330K
Berkeley Capital Partners, LLC 0.09% Add +1.5% 1,424 $330K
Strategic Financial Services, Inc. 0.02% No change 1,413 $327K
Carnegie Lake Advisors LLC 0.13% No change 1,412 $327K
Moseley Investment Management Inc. 0.13% Add +14.2% 1,411 $327K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,428 $326K
Princeton Global Asset Management LLC 0.06% No change 1,406 $325K
Northwest Wealth Management, LLC 0.06% No change 1,405 $325K
Portfolio Design Labs, LLC 0.07% Reduce -38.4% 1,403 $325K
Zhang Financial LLC 0.02% Reduce -17.8% 1,402 $325K
Charles Schwab Trust Co 0.03% New 1,402 $325K
Sprott Inc. 0.02% New 1,402 $325K
CRA Financial Services, LLC 0.06% Add +23.8% 1,401 $324K
PKS Advisory Services, LLC 0.09% Add +9.9% 1,389 $322K
NORTHSTAR ASSET MANAGEMENT Co 0.08% No change 1,380 $319K
Wendell David Associates Inc. 0.03% Reduce -1.8% 1,378 $319K
Operose Advisors LLC 0.11% Add +12.3% 1,373 $318K
Inspire Investing, LLC 0.04% Add +6.7% 1,365 $316K
Flossbach Von Storch SE 0.00% New 1,365 $316K
Prestige Wealth Management Group LLC 0.07% Add +3.3% 1,363 $316K
Wealth Management Associates, Inc. 0.14% Add +5.6% 1,363 $316K
Freestone Capital Holdings, LLC 0.01% Reduce -4.0% 1,360 $315K
Ade, LLC 0.18% No change 1,358 $314K
Beaird Harris Wealth Management, LLC 0.03% No change 1,355 $314K
Fortune Financial Advisors, LLC 0.27% No change 1,349 $312K
Lynx Investment Advisory 0.21% Add +0.4% 1,349 $312K
Maia Wealth LLC 0.07% Add +10.6% 1,341 $311K
Visionary Wealth Advisors 0.02% Add +3.6% 1,336 $309K
Chesapeake Wealth Management 0.11% Reduce -3.1% 1,336 $309K
Coordinated Financial Services, Inc. 0.24% — 1,335 $309K
Global Financial Private Client, LLC 0.12% Reduce -2.4% 1,329 $308K
SYM FINANCIAL Corp 0.04% Add +2.3% 1,327 $307K
South Plains Financial, Inc. 0.24% No change 1,327 $307K
Woodward Diversified Capital, LLC 0.22% No change 1,325 $307K
Somerville Kurt F 0.05% Reduce -10.2% 1,325 $307K
Broyhill Asset Management, LLC 0.25% Add +7.0% 1,323 $306K
Weaver Consulting Group 0.09% No change 1,323 $306K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -5.6% 1,318 $305K
Qsemble Capital Management, LP 0.03% Reduce -95.4% 1,312 $304K
MFA Wealth Services 0.25% Reduce -0.7% 1,306 $302K
Genesee Capital Advisors, LLC 0.15% Add +0.4% 1,304 $302K
IFG Advisory, LLC 0.02% New 1,302 $301K
Ipswich Investment Management Co., Inc. 0.07% Reduce -66.2% 1,300 $301K
George Kaiser Family Foundation 0.04% New 1,298 $301K
Mather Group, Llc. 0.00% Add +23.8% 1,295 $300K
Ironsides Asset Advisors, LLC 0.09% No change 1,294 $300K
USA Financial Formulas 0.05% Add +10.2% 1,294 $300K
Signature Estate & Investment Advisors LLC 0.01% Add +1.3% 1,285 $297K
R Squared Ltd 0.32% Reduce -39.3% 1,280 $296K
Alliance Wealth Advisors, LLC 0.08% Reduce -1.0% 1,280 $296K
Financial Futures Ltd Liability Co. 0.17% Add +0.1% 1,278 $296K
Hurlow Wealth Management Group, Inc. 0.09% No change 1,273 $295K
Commonwealth Financial Services, LLC 0.06% Add +0.5% 1,272 $294K
Clifford Swan Investment Counsel LLC 0.01% No change 1,270 $294K
Dividend Assets Capital, LLC 0.06% Reduce -18.5% 1,269 $294K
Fiduciary Financial Group, LLC 0.06% New 1,291 $292K
Essex Bank 0.07% Reduce -2.6% 1,262 $292K
Keystone Wealth Services, LLC 0.08% New 1,257 $291K
Cheviot Value Management, LLC 0.04% New 1,237 $290K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,251 $290K
Financial Insights, Inc. 0.12% New 1,250 $289K
Means Investment Co., Inc. 0.03% Add +0.1% 1,244 $288K
CLG LLC 0.10% Add +0.1% 1,243 $288K
Rossby Financial, LCC 0.12% New 1,259 $287K
Seeds Investor LLC 0.08% Reduce -23.0% 1,240 $287K
Bluespring Wealth Management, LLC 0.03% Add +0.6% 1,240 $287K
Beacon Investment Advisors LLC 0.14% Add +1.5% 1,237 $287K
Hamilton Capital, LLC 0.02% Add +2.2% 1,235 $286K
Quantum Private Wealth, LLC 0.11% Reduce -4.3% 1,234 $286K
First Command Advisory Services, Inc. 0.00% Reduce -7.2% 1,233 $285K
Crewe Advisors LLC 0.04% Add +0.9% 1,231 $285K
Balboa Wealth Partners 0.07% Reduce -8.3% 1,231 $285K
Phillips Wealth Planners LLC 0.30% Reduce -1.0% 1,242 $285K
Paragon Capital Management Ltd 0.06% Add +0.2% 1,229 $285K
Gen-Wealth Partners Inc 0.12% Reduce -1.1% 1,225 $284K
Capital Planning Advisors, LLC 0.04% Add +0.3% 1,225 $284K
A&I Financial Services, LLC 0.19% No change 1,224 $283K
West Michigan Advisors, LLC 0.09% Reduce -2.6% 1,219 $282K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -6.6% 1,217 $282K
Florida Financial Advisors, LLC 0.11% Reduce -1.4% 1,214 $281K
Strategic Wealth Investment Group, LLC 0.49% Reduce -96.3% 1,213 $281K
Rosenberg Matthew Hamilton 0.07% No change 1,212 $281K
Camden National Bank 0.04% No change 1,208 $280K
First National Corp. /Ma/ 0.06% Add +2.3% 1,206 $279K
New Covenant Trust Company, N.A. 0.29% Reduce -7.3% 1,225 $279K
Total Clarity Wealth Management, Inc. 0.09% No change 1,383 $279K
PGIM Custom Harvest LLC 0.01% Reduce -0.3% 1,204 $279K
Exchange Traded Concepts, LLC 0.01% Reduce -87.3% 1,202 $278K
Payden & Rygel 0.02% No change 1,200 $278K
Mizuho Securities Co. Ltd. 3.30% New 1,200 $278K
Baader Bank Aktiengesellschaft 0.03% Reduce -3.7% 1,248 $277K
Wayfinding Financial, LLC 0.12% Add +0.1% 1,193 $276K
Quantum Financial Advisors, LLC 0.04% Reduce -0.2% 1,190 $275K
Brooks, Moore & Associates, Inc. 0.16% No change 1,188 $275K
Dale Q Rice Investment Management Ltd 0.14% New 1,188 $275K
Cookson Peirce & Co. Inc. 0.01% Reduce -6.3% 1,186 $275K
Sharpepoint LLC 0.24% No change 1,200 $275K
Trilogy Capital Inc. 0.01% Reduce -6.5% 1,181 $273K
Lowe Brockenbrough & Co. Inc. 0.02% Add +0.4% 1,173 $272K
GTS Securities LLC 0.01% Reduce -62.6% 1,173 $272K
Venturi Wealth Management, LLC 0.01% Add +9.4% 1,172 $271K
Grant Street Asset Management, Inc. 0.07% No change 1,169 $271K
Frisch Financial Group, Inc. 0.08% Reduce -2.6% 1,167 $270K
Insight Advisors, LLC/ PA 0.05% Add +1.6% 1,166 $270K
Fiduciary Group, LLC 0.03% Add +11.1% 1,163 $269K
1776 Wealth LLC 0.12% Reduce -14.6% 1,163 $269K
Regent Peak Wealth Advisors LLC 0.06% Reduce -1.8% 1,158 $268K
LaFleur & Godfrey LLC 0.04% No change 1,152 $267K
Redwood Park Advisors LLC 0.22% Add +0.1% 1,151 $266K
Clarus Wealth Advisors 0.14% New 1,184 $266K
Pure Financial Advisors, LLC 0.01% Reduce -30.7% 1,147 $266K
Avantra Family Wealth, Inc. 0.25% No change 1,145 $265K
First County Bank 0.15% Add +0.9% 1,142 $264K
Mirador Capital Partners LP 0.05% No change 1,141 $264K
Gitterman Wealth Management, LLC 0.07% Reduce -59.6% 1,140 $264K
Quent Capital, LLC 0.03% Add +11.0% 1,133 $262K
Kanawha Capital Management LLC 0.02% Reduce -4.2% 1,132 $262K
One Day In July LLC 0.03% Add +7.8% 1,129 $261K
Mairs & Power Inc. 0.00% Add +8.7% 1,128 $261K
Winch Advisory Services, LLC 0.07% Reduce -2.6% 1,123 $260K
A. D. Beadell Investment Counsel, Inc. 0.22% Reduce -8.2% 1,125 $260K
Sentry Investment Management LLC 0.18% Reduce -23.0% 1,177 $260K
Opinicus Capital, Inc. 0.23% New 1,122 $260K
Pasadena Private Wealth, LLC 0.05% No change 1,118 $259K
Compass Ion Advisors, LLC 0.03% Add +0.3% 1,118 $259K
HC Advisors, LLC 0.19% Reduce -31.9% 1,112 $257K
Carolinas Wealth Consulting LLC 0.06% Add +0.5% 1,110 $257K
Pflug Koory, LLC 0.14% No change 1,109 $257K
Mindset Wealth Management, LLC 0.10% New 1,109 $257K
Consolidated Portfolio Review Corp 0.04% Add +8.5% 1,107 $256K
Excalibur Management Corp. 0.10% No change 1,106 $256K
Hilton Capital Management, LLC 0.02% New 1,104 $256K
WealthPlan Investment Management, LLC 0.03% No change 1,100 $255K
North Star Asset Management Inc. 0.01% No change 1,100 $255K
Childress Capital Advisors, LLC 0.07% Add +7.2% 1,100 $255K
Aprio Wealth Management, LLC 0.03% Add +7.8% 1,099 $254K
Washington Trust Advisors, Inc. 0.02% No change 1,098 $254K
S&co Inc. 0.02% No change 1,100 $254K
GenTrust, LLC 0.01% Reduce -0.2% 1,097 $254K
Graves Light Lenhart Wealth, Inc. 0.03% Add +0.6% 1,095 $253K
Financial Guidance Group, Inc. 0.14% No change 1,092 $253K
MV Capital Management, Inc. 0.03% Add +4.9% 1,087 $252K
Bangor Savings Bank 0.02% Add +0.7% 1,085 $251K
J. Safra Sarasin Holding AG 0.00% No change 1,084 $251K
Elevatus Welath Management 0.14% Add +0.2% 1,083 $251K
Facet Wealth, Inc. 0.01% Reduce -1.2% 1,060 $249K
Archer Investment Corp 0.06% Reduce -6.5% 1,075 $249K
Winthrop Advisory Group LLC 0.03% Reduce -35.9% 1,073 $248K
Patten & Patten Inc. 0.02% Add +0.1% 1,071 $248K
Premier Path Wealth Partners, LLC 0.04% Add +5.2% 1,071 $248K
Trivium Point Advisory, LLC 0.03% Reduce -3.0% 1,070 $248K
Vertex Planning Partners, LLC 0.05% Add +1.5% 1,069 $248K
First National Bank & Trust Co. of Newtown 0.05% No change 1,068 $247K
one8zero8, LLC 0.06% Reduce -0.8% 1,067 $247K
Resolute Advisors LLC 0.07% Reduce -13.7% 1,061 $246K
Breakwater Capital Group 0.04% Add +0.9% 1,061 $246K
CPC Advisors, LLC 0.03% Reduce -5.3% 1,056 $244K
Wealth Alliance, LLC 0.03% Add +1.1% 1,056 $244K
Key Client Fiduciary Advisors, LLC 0.11% Add +2.6% 1,053 $244K
Spirepoint Private Client, LLC 0.03% Add +0.2% 1,052 $244K
Charter Research & Investment Group, Inc. 0.19% No change 1,050 $243K
Headinvest, LLC 0.05% Reduce -19.2% 1,050 $243K
Whalerock Point Partners, LLC 0.06% No change 1,048 $243K
Capital Square, LLC 0.14% No change 1,047 $242K
Laffer Tengler Investments, Inc. 0.06% No change 1,046 $242K
Silvant Capital Management LLC 0.01% No change 1,044 $242K
Texas Yale Capital Corp. 0.01% No change 1,040 $241K
Navellier & Associates Inc. 0.03% Add +0.2% 1,024 $240K
Watts Gwilliam & Co., LLC 0.05% No change 1,034 $239K
Sivia Capital Partners, LLC 0.11% New 1,033 $239K
Value Partners Investments Inc. 0.02% New 1,032 $239K
FSM Wealth Advisors, LLC 0.05% New 1,031 $239K
Endeavor Private Wealth, Inc. 0.13% Add +69.1% 1,028 $238K
Planning Directions Inc. 0.10% Add +0.3% 1,024 $237K
Sax Wealth Advisors, LLC 0.02% New 1,024 $237K
U S Wealth Group, Llc. 0.19% New 1,022 $237K
Colonial River Investments, LLC 0.13% Reduce -0.3% 1,021 $236K
Ewa, LLC 0.09% New 1,021 $236K
Selective Wealth Management, Inc. 0.10% No change 1,029 $236K
Nilsine Partners, LLC 0.03% New 1,019 $236K
Prelude Capital Management, LLC 0.02% Reduce -53.9% 1,019 $236K
D. Scott Neal, Inc. 0.13% No change 1,017 $235K
Second Line Capital, LLC 0.06% Reduce -3.9% 1,014 $235K
Blackston Financial Advisory Group, LLC 0.16% Reduce -28.3% 1,014 $235K
Seed Wealth Management, Inc. 0.19% No change 1,012 $234K
Stableford Capital II LLC 0.10% No change 1,014 $234K
Cromwell Holdings LLC 0.15% No change 1,010 $234K
German American Bancorp, Inc. 0.03% Reduce -8.3% 1,010 $234K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -30.0% 1,009 $234K
Five Oceans Advisors 0.11% Reduce -0.1% 1,008 $233K
United Advisor Group, LLC 0.05% Reduce -44.5% 1,008 $233K
Rodgers Brothers Inc. 0.03% No change 1,008 $233K
USAdvisors Wealth Management, LLC 0.08% Add +1.6% 1,010 $233K
Ridgewood Investments LLC 0.11% Reduce -11.1% 1,006 $233K
Boothbay Fund Management, LLC 0.01% Reduce -61.8% 1,006 $233K
Bath Savings Trust Co 0.02% New 1,005 $233K
Enterprise Financial Services Corp 0.14% Add +0.6% 1,004 $232K
Meridian Financial Partners LLC 0.12% No change 1,000 $232K
Kellett Wealth Advisors, LLC 0.16% New 1,002 $232K
Alan B Lancz & Associates, Inc. 0.25% No change 1,000 $232K
North Capital, Inc. 0.22% — 1,000 $232K
Sharp Wealth Advisory, LLC 0.18% Reduce -9.0% 1,000 $232K
Clay Northam Wealth Management, LLC 0.16% No change 1,000 $232K
Millstone Evans Group, LLC 0.16% No change 1,000 $232K
Sterneck Capital Management, LLC 0.13% No change 1,000 $232K
Websterrogers Financial Advisors, LLC 0.08% No change 1,000 $232K
Gratus Wealth Advisors, LLC 0.04% No change 1,000 $232K
Human Investing LLC 0.04% No change 995 $230K
Henderson Brothers Financial Partners, LLC 0.11% — 1,042 $229K
Altus Wealth Group LLC 0.11% New 989 $229K
Financial Perspectives, Inc 0.08% No change 987 $229K
Diversified Enterprises, LLC 0.02% New 982 $227K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -3.9% 981 $227K
Autumn Glory Partners, LLC 0.11% New 980 $227K
Roundview Capital LLC 0.02% New 980 $227K
Gables Capital Management Inc. 0.11% No change 979 $227K
Peregrine Asset Advisers, Inc. 0.08% Reduce -14.2% 978 $226K
Longboard Asset Management, LP 0.66% New 974 $225K
Blalock Williams, LLC 0.25% New 972 $225K
TCI Wealth Advisors, Inc. 0.02% New 972 $225K
ABN AMRO Bank N.V. 0.00% New 972 $225K
Impact Capital Partners LLC 0.08% New 971 $225K
CYBER HORNET ETFs LLC 0.23% New 970 $225K
Vectors Research Management, LLC 0.08% New 970 $225K
Profit Investment Management, LLC 0.21% New 969 $224K
MADDEN SECURITIES Corp 0.09% New 966 $224K
Circle Wealth Management, LLC 0.01% New 966 $224K
BCS Wealth Management 0.06% New 963 $223K
Revolve Wealth Partners, LLC 0.03% New 963 $223K
Harbor Investment Advisory, LLC 0.02% No change 963 $223K
Sigma Investment Counselors Inc. 0.01% Reduce -34.2% 962 $223K
Warren Street Wealth Advisors, LLC 0.09% New 960 $222K
Werba Rubin Papier Wealth Management 0.05% New 959 $222K
Corton Capital Inc. 0.73% New 959 $222K
Natural Investments, LLC 0.06% Reduce -19.0% 963 $222K
Cornerstone Wealth Group, LLC 0.02% New 958 $222K
Penobscot Investment Management Company, Inc. 0.02% New 958 $222K
NWF Advisory Services Inc. 0.03% New 958 $222K
MinichMacGregor Wealth Management, LLC 0.05% New 957 $222K
TRUE Private Wealth Advisors 0.03% Reduce -4.9% 955 $221K
Semus Wealth Partners LLC 0.15% New 953 $221K
Freedom Financial Partners LLC 0.10% New 952 $220K
Empirical Asset Management, LLC 0.08% Reduce -96.2% 952 $220K
Creegan & Nassoura Financial Group, LLC 0.15% New 950 $220K
Lumbard & Kellner, LLC 0.10% New 950 $220K
James J. Burns & Company, LLC 0.04% New 949 $220K
GDS Wealth Management 0.02% New 948 $219K
Virtus Advisers, LLC 0.15% New 945 $219K
AllSquare Wealth Management LLC 0.13% No change 945 $219K
Greenfield Seitz Capital Management, LLC 0.08% New 944 $219K
Redwood Investment Management, LLC 0.02% New 943 $218K
Leo Wealth, LLC 0.03% Reduce -55.6% 939 $217K
CFM Wealth Partners LLC 0.04% New 937 $217K
Sweeney & Michel, LLC 0.09% — 1,000 $216K
Prosperity Financial Group, Inc. 0.11% New 928 $215K
TFR Capital, LLC. 0.09% Reduce -24.6% 924 $214K
Gateway Wealth Partners, LLC 0.05% Reduce -14.0% 923 $214K
Sovereign Financial Group, Inc. 0.05% New 923 $214K
E Fund Management Co., Ltd. 0.01% New 922 $213K
Castle Wealth Management LLC 0.08% New 919 $213K
Leith Wheeler Investment Counsel Ltd. 0.01% New 917 $212K
Bey-Douglas LLC 0.19% New 913 $211K
Sloy Dahl & Holst, LLC 0.04% New 910 $211K
Alpha Zero LLC 0.16% New 909 $210K
WNY Asset Management, LLC 0.03% New 907 $210K
Headland Capital, LLC 0.07% New 905 $209K
JB Capital LLC 0.01% New 903 $209K
US Asset Management LLC 0.20% New 904 $209K
Fourpath Capital Management, LLC 0.04% New 901 $209K
Denver Wealth Management, Inc. 0.10% New 900 $208K
Biltmore Wealth Management, LLC 0.09% New 900 $208K
Birch Financial Group, LLC 0.19% New 900 $208K
Sonata Capital Group Inc. 0.09% New 900 $208K
Apexium Financial, LP 0.01% New 898 $208K
Threadgill Financial, LLC 0.11% New 897 $208K
TruNorth Capital Management, LLC 0.05% Add +108.6% 897 $208K
Lazari Capital Management, Inc. 0.08% New 896 $207K
First Interstate Bank 0.01% New 896 $207K
Fingerlakes Wealth Management, Inc. 0.18% New 895 $207K
Gleason Group, Inc. 0.04% Add +0.3% 892 $206K
Meridian Wealth Partners, LLC 0.03% New 889 $206K
Resurgent Financial Advisors LLC 0.12% New 889 $206K
State of Wyoming 0.03% Reduce -0.5% 888 $206K
Realta Investment Advisors 0.09% New 886 $205K
Tsfg, LLC 0.04% Add +0.2% 888 $205K
Meadow Creek Wealth Advisors LLC 0.15% New 884 $205K
Sherman Asset Management, Inc. 0.20% No change 883 $205K
Financial Security Advisor, Inc. 0.05% New 882 $204K
Advus Financial Partners, LLC 0.06% New 879 $203K
Topsail Wealth Management, LLC 0.04% New 878 $203K
Marathon Capital Management 0.05% New 875 $203K
Eagle Global Advisors LLC 0.01% New 875 $203K
Flynn Zito Capital Management, LLC 0.09% New 874 $202K
Nalls Sherbakoff Group, LLC 0.16% — 872 $202K
Tucker Asset Management LLC 0.07% Reduce -12.2% 872 $202K
Deseret Mutual Benefit Administrators 0.10% Reduce -4.5% 866 $200K
Lincoln Capital Corp. 0.08% New 864 $200K
Banque Transatlantique SA 0.01% Add +15.5% 855 $198K
GHP Investment Advisors, Inc. 0.01% Reduce -6.8% 815 $189K
Painted Porch Advisors LLC 0.08% No change 813 $188K
Hills Bank & Trust Co 0.01% No change 800 $185K
Beutel, Goodman & Co Ltd. 0.00% New 800 $185K
Asset Dedication, LLC 0.01% No change 793 $184K
Barrett & Company, Inc. 0.08% Add +0.1% 792 $183K
Golden State Wealth Management, LLC 0.03% Add +41.6% 789 $183K
Valley National Advisers Inc. 0.03% Add +0.3% 781 $180K
Evelyn Partners Investment Management Services Ltd 0.03% Add +26.4% 776 $180K
S-Bank Fund Management Ltd 0.03% — 774 $179K
Granite FO LLC 0.10% No change 770 $178K
Estabrook Capital Management 0.03% Reduce -18.5% 764 $177K
Centaurus Financial, Inc. 0.01% Reduce -4.7% 750 $174K
Clean Yield Group 0.06% No change 751 $174K
Catherine Avery Investment Management LLC 0.16% No change 750 $174K
Evelyn Partners Investment Management LLP 0.01% Reduce -16.9% 740 $171K
Arax Advisory Partners 0.01% Add +21.6% 716 $166K
GW&K Investment Management, LLC 0.00% Add +1.0% 712 $165K
Centricity Wealth Management, LLC 0.15% No change 708 $164K
First Community Trust NA 0.14% No change 700 $162K
Concord Wealth Partners 0.03% Add +42.2% 698 $162K
ORG Partners LLC 0.04% Add +9.3% 680 $159K
Hemington Wealth Management 0.02% Add +10.1% 685 $158K
PSI Advisors, LLC 0.05% Reduce -19.1% 660 $153K
Mascoma Wealth Management LLC 0.04% No change 660 $153K
Riverview Trust Co 0.15% Reduce -3.7% 655 $152K
Hanson & Doremus Investment Management 0.02% Add +1013.8% 646 $150K
Laurel Wealth Advisors LLC 0.02% No change 636 $147K
Anderson Financial Strategies, LLC 0.09% New 632 $146K
Kestra Investment Management, LLC 0.00% Reduce -38.5% 619 $143K
Covestor Ltd 0.10% Add +1.6% 619 $143K
Montag A & Associates Inc. 0.01% Reduce -3.5% 612 $142K
Tradewinds Capital Management, LLC 0.04% Reduce -0.8% 606 $140K
Acropolis Investment Management, LLC 0.01% Reduce -27.0% 596 $138K
Continuum Advisory, LLC 0.02% Reduce -0.5% 595 $138K
West Paces Advisors Inc. 0.03% Reduce -30.0% 591 $137K
Briaud Financial Planning Inc 0.05% No change 585 $135K
Sound Income Strategies, LLC 0.01% Add +1.9% 582 $135K
JFS Wealth Advisors, LLC 0.01% Add +58.6% 579 $134K
Cornerstone National Bank & Trust Co 0.06% Reduce -0.2% 578 $134K
High Note Wealth, LLC 0.03% Add +0.2% 571 $132K
Essex Investment Management Co. LLC 0.03% Reduce -0.7% 567 $131K
Salomon & Ludwin, LLC 0.01% Reduce -0.5% 562 $130K
Elevation Wealth Partners, LLC 0.05% Reduce -3.2% 544 $126K
IMG Wealth Management, Inc. 0.11% No change 538 $125K
Garde Capital, Inc. 0.01% Add +0.2% 535 $124K
Vermillion Wealth Management, Inc. 0.04% No change 516 $119K
Kentucky Trust Co 0.07% No change 500 $116K
Wood Tarver Financial Group, LLC 0.04% No change 500 $116K
Ramirez Asset Management, Inc. 0.02% Reduce -37.5% 500 $116K
Avalon Trust Co 0.01% Reduce -40.1% 500 $116K
Pacifica Partners Inc. 0.05% No change 487 $115K
Plante Moran Financial Advisors, LLC 0.01% Reduce -3.0% 488 $113K
Wiser Advisor Group LLC 0.17% Add +0.4% 484 $112K
Quarry LP 0.03% Reduce -64.6% 473 $110K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 470 $109K
Darwin Wealth Management, LLC 0.04% No change 531 $107K
NewSquare Capital LLC 0.01% Add +24.2% 451 $104K
Citizens National Bank Trust Department 0.02% No change 450 $104K
Abound Wealth Management 0.03% Add +82.6% 440 $102K
Adalta Capital Management LLC 0.05% Add +112.5% 425 $98K
IAG Wealth Partners, LLC 0.02% No change 423 $98K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 421 $97K
Sittner & Nelson, LLC 0.04% No change 420 $97K
CNB Bank 0.05% No change 419 $97K
Itau Unibanco Holding S.A. 0.00% Reduce -0.2% 417 $97K
Flaharty Asset Management, LLC 0.01% New 410 $95K
IMA Advisory Services, Inc. 0.01% New 408 $94K
Pandora Wealth, Inc. 0.06% — 400 $93K
Investors Research Corp 0.02% Reduce -11.9% 400 $93K
Cedar Mountain Advisors, LLC 0.02% Add +0.5% 392 $91K
Physician Wealth Advisors, Inc. 0.02% Add +43.7% 388 $90K
Medallion Wealth Advisors, LLC 0.04% No change 385 $90K
Boyd Watterson Asset Management LLC 0.03% Reduce -22.1% 384 $89K
Key Financial Inc 0.02% Reduce -24.4% 380 $88K
Centerpoint Advisors, LLC 0.03% No change 370 $86K
Activest Wealth Management 0.02% Add +191.2% 364 $84K
Midwest Capital Advisors, LLC 0.05% No change 363 $84K
Capula Management Ltd 0.00% Reduce -78.0% 363 $84K
Valued Wealth Advisors LLC 0.05% Reduce -3.0% 354 $82K
Hughes Financial Services, LLC 0.02% New 348 $81K
Byrne Asset Management LLC 0.07% No change 351 $81K
Towne Trust Company, N.A 0.03% No change 347 $80K
Financial Freedom, LLC 0.05% No change 341 $79K
Pin Oak Investment Advisors Inc. 0.06% No change 40 $79K
Opal Wealth Advisors, LLC 0.02% New 341 $79K
Sarver Vrooman Wealth Advisors 0.05% — 326 $75K
Tower View Wealth Management LLC 0.04% Reduce -7.0% 319 $74K
ESL Trust Services, LLC 0.02% No change 304 $70K
Cloud Capital Management, LLC 0.05% — 309 $70K
FSA Wealth Management LLC 0.03% Reduce -3.3% 296 $69K
Bollard Group LLC 0.00% Add +0.3% 294 $68K
Security National Bank 0.01% No change 291 $67K
Studio Investment Management LLC 0.01% No change 285 $66K
WPG Advisers, LLC 0.06% Reduce -7.6% 280 $65K
TD Capital Management LLC 0.01% No change 280 $65K
Tortoise Investment Management, LLC 0.01% No change 279 $65K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -14.9% 256 $59K
Beacon Capital Management, LLC 0.01% Reduce -8.4% 250 $58K
Hollencrest Capital Management 0.00% Reduce -46.7% 249 $58K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +68.3% 244 $57K
GF Fund Management Co. LTD. 0.00% New 236 $55K
Atticus Wealth Management, LLC 0.02% Add +116.7% 234 $54K
SJS Investment Consulting Inc. 0.01% No change 229 $53K
eCIO, Inc. 0.02% — 228 $53K
Trifecta Capital Advisors, LLC 0.01% Add +17.4% 223 $52K
Disciplina Capital Management LLC 0.01% Add +123.2% 221 $51K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 219 $51K
Prudent Man Investment Management, Inc. 0.03% No change 248 $50K
Binnacle Investments Inc 0.04% — 214 $50K
Kennebec Savings Bank 0.05% No change 211 $49K
DHJJ Financial Advisors, Ltd. 0.02% No change 211 $49K
SOA Wealth Advisors, LLC. 0.01% Reduce -10.9% 205 $47K
Twin Lakes Capital Management, LLC 0.03% Add +0.5% 203 $47K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +380.9% 202 $47K
Cherry Tree Wealth Management, LLC 0.01% Add +6.4% 200 $46K
Perkins Coie Trust Co 0.01% No change 200 $46K
Cornerstone Planning Group LLC 0.01% Add +13.0% 200 $46K
New Age Alpha Advisors, LLC 0.00% New 194 $45K
Longview Financial Advisors LLC 0.03% No change 193 $45K
WealthCollab, LLC 0.03% Add +3.3% 190 $44K
Cape Investment Advisory, Inc. 0.02% Add +0.5% 187 $43K
True Wealth Design, LLC 0.02% Add +14.8% 186 $43K
Country Trust Bank 0.00% Reduce -17.8% 185 $43K
Holos Integrated Wealth LLC 0.03% No change 182 $42K
Halbert Hargrove Global Advisors, LLC 0.00% Add +9.0% 181 $42K
Strategic Investment Solutions, Inc. 0.01% No change 180 $42K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Reduce -3.3% 176 $41K
Fairscale Capital, LLC 0.04% No change 176 $41K
Fairway Wealth LLC 0.02% Reduce -10.7% 176 $41K
Richardson Financial Services Inc. 0.03% No change 174 $40K
Blue Bell Private Wealth Management, LLC 0.01% No change 174 $40K
Westside Investment Management, Inc. 0.01% Reduce -30.1% 172 $40K
Raffa Wealth Management, LLC 0.01% No change 169 $39K
Dynamic Wealth Strategies, LLC 0.03% New 166 $38K
McClarren Financial Advisors, Inc. 0.03% Add +39.2% 231 $38K
United Community Bank 0.01% New 162 $38K
Slocum, Gordon & Co LLP 0.03% No change 161 $37K
Saudi Central Bank 0.19% New 158 $37K
Financial Management Professionals, Inc. 0.00% Add +7.6% 155 $36K
Addison Advisors LLC 0.01% No change 150 $35K
General Partner, Inc. 0.02% No change 145 $34K
Hexagon Capital Partners LLC 0.01% Reduce -4.0% 142 $33K
Meeder Asset Management Inc. 0.00% Reduce -99.3% 142 $33K
Global Wealth Strategies & Associates 0.01% No change 139 $32K
Main Street Group, LTD 0.01% Add +121.0% 137 $32K
Osterweis Capital Management Inc. 0.00% No change 137 $32K
MPWM Advisory Solutions, LLC 0.02% Add +857.1% 134 $31K
Nemes Rush Group LLC 0.00% No change 133 $31K
Fortitude Family Office, LLC 0.01% No change 130 $30K
CGC Financial Services, LLC 0.01% Reduce -21.9% 125 $29K
Louisbourg Investments Inc. 0.01% No change 123 $28K
Global Trust Asset Management, LLC 0.02% Reduce -61.9% 122 $28K
Lowe Wealth Advisors, LLC 0.01% No change 122 $28K
Ogorek Anthony Joseph /NY/ 0.01% New 125 $28K
West Branch Capital LLC 0.01% Add +69.0% 120 $28K
YANKCOM Partnership 0.02% No change 120 $28K
Westend Capital Management, LLC 0.01% Add +126.9% 118 $27K
Rialto Wealth Management, LLC 0.01% Add +4.5% 116 $27K
Carolina Wealth Advisors, LLC 0.01% No change 115 $27K
SWAN Capital LLC 0.01% No change 113 $26K
Kozak & Associates, Inc. 0.01% No change 112 $26K
Roxbury Financial LLC 0.03% Add +0.9% 110 $26K
Bruce G. Allen Investments, LLC 0.02% Add +18.3% 110 $25K
JDM Financial Group LLC 0.01% No change 103 $24K
Runnymede Capital Advisors, Inc. 0.02% No change 100 $23K
PFS Partners, LLC 0.01% No change 100 $23K
Union Savings Bank 0.01% No change 100 $23K
Fourth Dimension Wealth, LLC 0.01% No change 100 $23K
Graybill Wealth Management, LTD. 0.01% — 100 $23K
JNBA Financial Advisors 0.00% New 100 $23K
Sachetta, LLC 0.01% No change 96 $22K
Park Square Financial Group, LLC 0.02% Reduce -9.9% 91 $21K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -2.2% 89 $21K
Transce3nd, LLC 0.01% Reduce -36.0% 89 $21K
DT Investment Partners, LLC 0.00% No change 86 $20K
Roble, Belko & Company, Inc 0.00% No change 84 $19K
Maryland Capital Advisors Inc. 0.01% No change 80 $19K
Evermay Wealth Management LLC 0.00% No change 80 $19K
Alpine Bank Wealth Management 0.00% — 77 $18K
Bogart Wealth, LLC 0.00% Reduce -71.6% 76 $18K
Bell Investment Advisors, Inc 0.00% Add +8.6% 76 $18K
Kessler Investment Group, LLC 0.01% No change 74 $17K
von Borstel & Associates, Inc. 0.01% New 75 $17K
Bank & Trust Co 0.01% No change 72 $17K
West Financial Advisors, LLC 0.00% No change 67 $16K
American Capital Advisory, LLC 0.01% Add +6.5% 66 $15K
1248 Management, LLC 0.01% New 64 $15K
Northwest Capital Management Inc 0.01% No change 62 $14K
Capital A Wealth Management, LLC 0.01% No change 61 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 60 $14K
Avion Wealth 0.00% No change 65 $13K
Highline Wealth Partners LLC 0.00% Add +12.0% 56 $13K
Sierra Ocean, LLC 0.01% Reduce -69.7% 54 $13K
Whipplewood Advisors, LLC 0.01% Reduce -92.6% 4 $13K
Aspect Partners, LLC 0.01% Add +6.0% 53 $12K
Aventura Private Wealth, LLC 0.01% Add +8.3% 52 $12K
Pacific Center for Financial Services 0.00% No change 50 $12K
Minot DeBlois Advisors LLC 0.01% No change 50 $12K
Missouri Trust & Investment Co 0.00% No change 50 $12K
Iron Horse Wealth Management, LLC 0.00% No change 50 $12K
Fortis Group Advisors, LLC 0.00% No change 50 $12K
Horizons Wealth Management 0.01% No change 49 $11K
Atala Financial Inc 0.01% No change 49 $11K
Morse Asset Management, Inc 0.00% New 47 $11K
Davis Capital Management 0.01% No change 46 $11K
Ruedi Wealth Management, Inc. 0.00% No change 44 $10K
Financial Network Wealth Advisors LLC 0.01% Add +152.9% 43 $10K
CBIZ Investment Advisory Services, LLC 0.00% New 41 $9K
Birchbrook, Inc. 0.01% No change 40 $9K
Reyes Financial Architecture, Inc. 0.01% New 40 $9K
Curio Wealth, LLC 0.00% Reduce -95.8% 1 $8K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.3% 34 $8K
Indiana Trust & Investment Management Co 0.00% No change 33 $8K
Blume Capital Management, Inc. 0.00% New 31 $7K
Riggs Asset Managment Co. Inc. 0.00% No change 30 $7K
BankPlus Trust Department 0.00% No change 30 $7K
Bellevue Asset Management, LLC 0.00% No change 29 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 29 $7K
Greykasell Wealth Strategies, Inc. 0.00% New 28 $6K
Stephens Consulting, LLC 0.00% No change 27 $6K
Proffitt & Goodson Inc. 0.00% No change 27 $6K
Cranbrook Wealth Management, LLC 0.00% No change 27 $6K
Bernard Wealth Management Corp. 0.00% No change 26 $6K
Hoese & Co LLP 0.01% No change 26 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 26 $6K
Rakuten Securities, Inc. 0.00% Reduce -70.5% 26 $6K
Gould Capital, LLC 0.00% No change 25 $6K
Smallwood Wealth Investment Management, LLC 0.00% New 25 $6K
WealthTrak Capital Management LLC 0.00% Add +37.5% 22 $5K
Eq Wealth Advisors, LLC 0.00% New 22 $5K
Peterson Wealth Services 0.00% No change 20 $5K
DecisionPoint Financial, LLC 0.00% No change 20 $5K
Greenline Partners, LLC 0.00% New 19 $4K
Synergy Investment Management, LLC 0.00% No change 18 $4K
Clark Wealth Partners 0.00% No change 18 $4K
Park Place Capital Corp 0.00% No change 18 $4K
Principia Wealth Advisory, LLC 0.00% Add +80.0% 18 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 20 $4K
Frazier Financial Advisors, LLC 0.00% No change 17 $4K
Robinswood Financial LLC 0.00% No change 15 $3K
Bear Mountain Capital, Inc. 0.00% No change 15 $3K
Bellwether Advisors, LLC 0.00% No change 13 $3K
Winnacle Wealth LLC 0.00% Add +44.4% 13 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% New 12 $3K
Clear Investment Research, LLC 0.00% Reduce -14.3% 12 $3K
Noble Wealth Management PBC 0.00% No change 12 $3K
Tidemark, LLC 0.00% No change 10 $2K
Strengthening Families & Communities, LLC 0.00% No change 10 $2K
Dagco, Inc. 0.00% New 10 $2K
Barnes Dennig Private Wealth Management LLC 0.00% — 9 $2K
Transamerica Financial Advisors, LLC 0.00% No change 6 $2K
Bay Harbor Wealth Management, LLC 0.00% New 8 $2K
Copia Wealth Management 0.00% No change 7 $2K
1620 Investment Advisors, Inc. 0.00% No change 6 $1K
Parkworth Wealth Management, Inc. 0.00% No change 6 $1K
Olistico Wealth, LLC 0.00% New 6 $1K
New Millennium Group LLC 0.00% No change 6 $1K
Accordant Advisory Group Inc 0.00% No change 5 $1K
Bridge Generations Wealth Management LLC 0.00% New 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
HFM Investment Advisors, LLC 0.00% — 4 $927
PEAK6 LLC 0.00% New 3 $766
ROSS\JOHNSON & Associates LLC 0.01% New 2 $463
Chesapeake Asset Management LLC 0.00% Reduce -66.7% 2 $463
Orion Capital Management LLC 0.00% No change 2 $463
Bare Financial Services, Inc 0.00% New 2 $463
MorganRosel Wealth Management, LLC 0.00% New 1 $243

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