Waste ManagementWM

13F holders, Q2 2025 (June 30)
2,230holders +25
131new positions
107sold out
10famous investors
$228.36avg. 13F price*

At the end of Q2 2025, 2,230 institutions reported holding Waste Management Inc. (WM) in their 13F filings, up 25 from Q1 2025. 131 opened new positions and 107 sold out. The largest holders were Vanguard Group Inc. ($8.6B), Gates Foundation Trust ($7.4B) and BlackRock, Inc. ($6.8B). 10 famous investors held it, including Bill Gates / Michael Larson (15.4% of Gates Foundation Trust's portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions131$804.8M
Exits107$255.5M

All 13F filers, Q1 2025 → Q2 2025: 15,988,195 shares bought and 15,506,071 shares sold, net +482,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,230 holders

Vanguard Group Inc. 0.14% Add +0.8% 37,662,207 $8.6B
Gates Foundation Trust 15.44% No change 32,234,344 $7.4B
BlackRock, Inc. 0.13% Reduce -0.8% 29,934,295 $6.8B
State Street Corp. 0.16% Reduce -0.6% 18,439,478 $4.2B
Geode Capital Management, LLC 0.14% Add +1.5% 8,647,146 $2.0B
Morgan Stanley 0.11% Add +1.9% 7,512,220 $1.7B
Parnassus Investments, LLC 3.02% Reduce -3.6% 5,712,714 $1.3B
Ameriprise Financial Inc. 0.30% Add +1.4% 5,390,971 $1.2B
Norges Bank 0.13% Reduce -4.3% 4,650,842 $1.1B
Northern Trust Corp. 0.12% Reduce -3.1% 3,942,831 $902.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +15.3% 3,855,347 $882.2M
Nordea Investment Management AB 0.81% Reduce -10.8% 3,829,480 $870.2M
Wells Fargo & Company 0.19% Reduce -9.6% 3,667,729 $839.2M
Goldman Sachs Group Inc. 0.13% Reduce -8.8% 3,530,117 $807.8M
Amundi 0.28% Add +8.6% 3,596,281 $804.8M
Bank of America Corp. 0.06% Reduce -15.6% 3,089,199 $706.9M
Pictet Asset Management Holding SA 0.68% Reduce -9.9% 2,917,987 $667.7M
Sustainable Growth Advisers, LP 3.42% Add +55.5% 2,897,636 $663.0M
Clearbridge Investments, LLC 0.48% Reduce -1.6% 2,595,060 $593.8M
Legal & General Group Plc 0.15% Reduce -6.2% 2,580,055 $590.4M
Bank of New York Mellon Corp 0.11% Reduce -6.6% 2,544,721 $582.3M
Lazard Asset Management LLC 0.88% Reduce -17.3% 2,516,030 $575.7M
Dimensional Fund Advisors LP 0.13% Reduce -2.5% 2,400,511 $549.3M
Barclays PLC 0.21% Add +7.2% 2,300,782 $526.5M
Stifel Financial Corp. 0.50% Reduce -2.2% 2,235,147 $511.5M
Charles Schwab Investment Management Inc. 0.09% Add +1.4% 2,213,486 $506.5M
UBS Group AG 0.10% Add +10.9% 2,163,843 $495.1M
Deutsche Bank AG 0.18% Add +3.6% 2,138,834 $489.4M
JPMorgan Chase & Co. 0.03% Add +16.7% 2,007,615 $459.4M
Royal Bank of Canada 0.09% Reduce -7.6% 1,997,354 $457.0M
Swedbank AB 0.48% Add +0.4% 1,854,905 $424.4M
Banque Pictet & Cie SA 4.39% Reduce -2.7% 1,841,370 $421.3M
Invesco Ltd. 0.07% Reduce -3.0% 1,758,655 $402.4M
Raymond James Financial Inc. 0.13% Add +1.8% 1,703,556 $389.8M
Brown Brothers Harriman & Co. 2.50% Reduce -16.1% 1,702,128 $389.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.77% Reduce -7.7% 1,686,883 $386.0M
Qube Research & Technologies Ltd 0.54% Add +15.2% 1,684,541 $385.5M
Capital Research Global Investors 0.08% Reduce -19.6% 1,640,669 $375.4M
Morgan Stanley Institutional Investment Advisors LLC 45.53% New 1,608,460 $368.0M
Mirova US LLC 3.59% Add +3.7% 1,517,789 $347.3M
Bank of Montreal 0.17% Reduce -6.6% 1,475,013 $337.5M
Nuveen, LLC 0.09% Add +1.7% 1,462,785 $334.7M
Storebrand Asset Management As 0.85% Add +43.3% 1,286,778 $294.4M
California Public Employees Retirement System 0.18% Reduce -19.3% 1,260,051 $288.3M
Swiss National Bank 0.17% Add +7.6% 1,217,900 $278.7M
Jensen Investment Management Inc. 3.15% Reduce -7.9% 1,174,028 $268.6M
Impax Asset Management Group plc 1.46% Reduce -26.4% 1,112,521 $254.6M
T. Rowe Price Associates Inc. 0.03% Reduce -2.7% 1,087,585 $248.9M
Arrowstreet Capital, Limited Partnership 0.17% Add +27.8% 1,034,973 $236.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.24% Add +22.2% 1,017,631 $232.9M
HSBC Holdings PLC 0.15% Reduce -10.6% 988,035 $226.2M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +0.8% 961,041 $219.9M
Two Sigma Investments, LP 0.40% Add +45.3% 933,324 $213.6M
Neuberger Berman Group LLC 0.16% Reduce -1.0% 881,307 $201.7M
National Pension Service 0.17% Reduce -0.8% 878,776 $201.1M
LPL Financial LLC 0.07% Add +3.5% 875,610 $200.4M
Envestnet Asset Management Inc. 0.06% Add +16.8% 856,846 $196.1M
Voya Investment Management LLC 0.22% Add +11.8% 848,932 $194.3M
FMR LLC 0.01% Add +4.1% 828,708 $189.6M
Rhumbline Advisers 0.15% Reduce -3.3% 762,653 $174.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +7.3% 727,644 $166.5M
Squarepoint Ops LLC 0.36% Add +170.7% 716,722 $164.0M
Adage Capital Partners Gp, L.L.C. 0.28% Reduce -28.3% 716,676 $164.0M
Allianz Asset Management GmbH 0.22% Reduce -27.1% 705,945 $161.5M
T. Rowe Price Investment Management, Inc. 0.10% Add +0.5% 664,403 $152.0M
Scotia Capital Inc. 0.71% Reduce -1.4% 657,647 $150.5M
Marshall Wace, LLP 0.18% Add +60.7% 657,575 $150.5M
Candriam S.C.A. 0.86% Reduce -16.1% 650,705 $148.9M
Ensign Peak Advisors, Inc 0.25% Add +15.4% 641,595 $146.8M
Natixis Advisors, LLC 0.23% Add +6.5% 629,610 $144.1M
Aviva PLC 0.30% Add +2.6% 629,156 $144.0M
Aberdeen Group plc 0.24% Reduce -13.4% 624,190 $142.4M
Acadian Asset Management LLC 0.29% Add +64.3% 612,562 $140.2M
BNP Paribas Financial Markets 0.11% Reduce -18.1% 597,960 $136.8M
Bessemer Group Inc. 0.22% Reduce -0.2% 589,242 $134.8M
Mariner, LLC 0.19% Add +3.0% 583,642 $133.5M
DekaBank Deutsche Girozentrale 0.23% Add +0.1% 551,205 $126.8M
Agf Management Ltd. 0.58% Add +1.9% 552,731 $126.5M
First Trust Advisors LP 0.10% Add +133.7% 552,083 $126.3M
Johnson Investment Counsel Inc. 1.13% Add +1.1% 549,636 $125.8M
Holocene Advisors, LP 0.30% New 531,248 $121.6M
National Bank of Canada 0.13% Reduce -30.4% 514,322 $117.7M
PNC Financial Services Group, Inc. 0.08% Reduce -0.7% 509,112 $116.5M
Wealth Enhancement Advisory Services, LLC 0.19% Reduce -14.7% 504,955 $114.7M
Regions Financial Corp. 0.79% Reduce -1.6% 500,234 $114.5M
New York State Common Retirement Fund 0.15% Reduce -7.4% 498,025 $114.0M
Cerity Partners LLC 0.20% Add +7.0% 495,125 $113.3M
Bank Julius Baer & Co. Ltd, Zurich 0.34% Add +7.3% 495,203 $113.3M
California State Teachers Retirement System 0.12% Reduce -0.0% 479,292 $109.7M
Locust Wood Capital Advisers, LLC 3.21% Reduce -35.6% 475,677 $108.8M
Empower Advisory Group, LLC 0.32% Add +2.1% 462,820 $105.9M
TCTC Holdings, LLC 3.35% Reduce -0.0% 455,704 $104.3M
Russell Investments Group, Ltd. 0.13% Reduce -3.4% 450,516 $103.1M
Bahl & Gaynor LLC 0.52% Reduce -13.0% 447,762 $102.5M
Principal Financial Group Inc. 0.05% Reduce -3.5% 445,002 $101.8M
Corient Private Wealth LP 0.13% Add +76.6% 441,435 $101.0M
Capital International Investors 0.02% Reduce -15.6% 430,350 $98.5M
Voloridge Investment Management, LLC 0.36% Reduce -23.4% 429,890 $98.4M
Compagnie Lombard Odier SCmA 1.28% Add +7.0% 425,647 $97.4M
Abn Amro Investment Solutions 1.90% Reduce -2.6% 414,283 $94.8M
CANADA LIFE ASSURANCE Co 0.15% Add +3.2% 412,536 $94.5M
Nomura Asset Management Co. Ltd. 0.26% Reduce -18.0% 409,340 $93.7M
Citadel Advisors 0.08% Add +385.5% 406,750 $93.1M
Vontobel Holding Ltd. 0.30% Add +30.8% 405,298 $92.7M
Blair William & Co. 0.26% Add +32.9% 403,716 $92.4M
Alliancebernstein L.P. 0.03% Reduce -74.6% 400,020 $91.5M
Guggenheim Capital LLC 0.73% Reduce -0.8% 392,856 $89.9M
Rathbones Group PLC 0.38% Add +0.2% 390,045 $89.3M
Lord, Abbett & Co. LLC 0.30% Reduce -13.2% 383,787 $87.8M
APG Asset Management N.V. 0.26% Add +0.8% 447,575 $87.2M
AQR Capital Management 0.07% Reduce -11.7% 373,605 $85.3M
Manufacturers Life Insurance Company, The 0.08% Add +68.2% 366,416 $83.8M
State Board of Administration of Florida Retirement System 0.15% Reduce -3.8% 366,413 $83.8M
Ninety One UK Ltd 0.19% Reduce -39.5% 355,779 $81.4M
Millennium Management 0.08% Add +1269.7% 354,652 $81.2M
Robeco Schweiz AG 1.85% Reduce -2.7% 350,650 $80.2M
Citigroup Inc. 0.06% Reduce -21.1% 350,480 $80.2M
Alyeska Investment Group, L.P. 0.28% Reduce -51.1% 348,957 $79.8M
KBC Group NV 0.21% Reduce -0.9% 347,631 $79.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Reduce -1.2% 339,125 $77.6M
Danske Bank A/S 0.19% Reduce -0.4% 332,330 $76.0M
Massachusetts Financial Services Co. 0.02% Reduce -3.7% 331,408 $75.8M
Haverford Trust Co 0.72% Add +1013.6% 330,352 $75.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Reduce -30.3% 320,667 $73.4M
Kornitzer Capital Management Inc. 1.47% Reduce -2.8% 317,026 $72.5M
Man Group plc 0.16% Add +460.3% 312,469 $71.5M
Baird Financial Group, Inc. 0.12% Reduce -4.4% 309,545 $70.8M
Schroder Investment Management Group 0.06% Reduce -15.1% 304,413 $69.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.40% Reduce -4.3% 301,894 $69.1M
Westwood Holdings Group Inc. 0.50% Reduce -4.2% 300,600 $68.8M
Commonwealth Equity Services, LLC 0.09% Reduce -0.4% 300,221 $68.7M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +0.1% 299,786 $68.6M
HighTower Advisors, LLC 0.08% Reduce -1.9% 289,752 $66.3M
Two Sigma Advisers, LP 0.14% Reduce -20.4% 289,100 $66.2M
CIBC Private Wealth Group LLC 0.12% Add +400.1% 288,643 $66.0M
Tredje AP-fonden 0.52% Add +16.9% 287,705 $65.8M
Jane Street Group, LLC 0.11% Add +3051.0% 283,151 $64.8M
Employees Retirement System of Texas 0.62% Add +0.1% 282,278 $64.6M
TD Asset Management Inc 0.05% Add +2.9% 279,616 $64.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.16% Reduce -11.1% 282,946 $63.9M
Bartlett & Co. Wealth Management LLC 0.88% Add +0.1% 275,728 $63.1M
Sei Investments Co. 0.07% Add +6.7% 272,438 $62.3M
Truist Financial Corp. 0.09% Add +62.9% 268,033 $61.3M
New York State Teachers Retirement System 0.13% Reduce -0.5% 265,454 $60.7M
Covea Finance 2.18% Reduce -6.5% 257,101 $58.8M
Commerce Bank 0.35% Add +0.3% 255,501 $58.5M
Franklin Resources Inc. 0.02% Reduce -35.1% 255,394 $58.4M
Janney Montgomery Scott LLC 0.15% Add +1.1% 253,923 $58.1M
King Luther Capital Management Corp. 0.25% Reduce -1.0% 252,437 $57.8M
Clark Capital Management Group, Inc. 0.40% Add +1.9% 251,753 $57.6M
Donaldson Capital Management, LLC 2.10% Add +3.1% 250,574 $57.3M
Fifth Third Bancorp 0.19% Add +4.0% 242,954 $55.6M
HRT Financial LP 0.24% Add +417.5% 238,654 $54.6M
Ycg, LLC 4.19% Reduce -4.8% 236,799 $54.2M
Calamos Advisors LLC 0.34% Reduce -16.9% 235,578 $53.9M
Berkshire Asset Management LLC 2.44% Reduce -0.2% 235,512 $53.9M
Sterling Capital Management LLC 0.76% Add +1368.3% 232,399 $53.2M
Retirement Systems of Alabama 0.19% Reduce -1.1% 232,218 $53.1M
Gateway Investment Advisers LLC 0.58% Reduce -0.0% 230,281 $52.7M
State of Wisconsin Investment Board 0.13% Add +1.4% 228,794 $52.4M
Toronto Dominion Bank 0.11% Reduce -3.7% 227,270 $52.0M
Raiffeisen Bank International AG 0.74% Reduce -0.7% 217,265 $49.7M
Walleye Capital LLC 0.50% Add +299.9% 212,420 $48.6M
US Bancorp \de 0.06% Reduce -3.1% 210,587 $48.2M
Kimelman & Baird, LLC 3.91% Reduce -0.2% 209,790 $48.0M
Cetera Investment Advisers 0.08% Add +3.2% 208,112 $47.6M
Osaic Holdings, Inc. 0.08% Add +15.6% 205,466 $47.1M
Prudential Financial Inc. 0.06% Add +7.9% 204,304 $46.7M
Hancock Whitney Corp. 0.89% New 203,077 $46.5M
Bank of Nova Scotia 0.10% Reduce -5.2% 201,977 $46.2M
Cibc World Market Inc. 0.10% Reduce -10.6% 201,720 $46.2M
Asset Management One Co., Ltd. 0.14% Reduce -1.9% 201,295 $46.1M
Eastern Bank 0.87% Add +3.2% 200,636 $45.9M
Park National Corp. 1.51% Reduce -1.7% 199,884 $45.7M
Royal London Asset Management Ltd. 0.10% Reduce -0.9% 199,282 $45.6M
KLP Kapitalforvaltning As 0.20% Add +3.4% 198,653 $45.5M
Chilton Investment Co. Inc. 1.00% Add +608.4% 197,399 $45.2M
Focus Partners Wealth 0.10% Reduce -0.4% 195,725 $45.0M
Korea Investment CORP 0.10% Reduce -56.8% 196,088 $44.9M
Edmond DE Rothschild Holding S.A. 0.71% Add +1730.5% 195,661 $44.8M
Chevy Chase Trust Holdings, LLC 0.13% Add +1.0% 194,343 $44.5M
M&T Bank Corp 0.15% Reduce -1.5% 193,880 $44.4M
KCM Investment Advisors LLC 1.48% Reduce -1.0% 191,047 $43.7M
Ami Asset Management Corp. 2.49% Reduce -5.4% 190,741 $43.6M
Handelsbanken Fonder AB 0.15% Add +1.1% 189,765 $43.4M
Moody LYNN Lieberson & Walker, LLC 2.50% Add +0.1% 189,023 $43.3M
Sequoia Financial Advisors, LLC 0.29% Add +5.6% 187,267 $42.9M
Investment Management Corp of Ontario 0.61% Reduce -0.8% 182,585 $41.8M
Gabelli Funds LLC 0.30% Reduce -3.5% 179,387 $41.0M
Capital Advisors Inc. 0.73% Add +6.3% 177,499 $40.6M
Treasurer of the State of North Carolina 0.13% Reduce -5.9% 172,815 $39.5M
Los Angeles Capital Management LLC 0.15% Reduce -16.9% 172,736 $39.5M
Resona Asset Management Co.,Ltd. 0.18% Add +2.9% 165,215 $37.8M
STRS Ohio 0.14% Add +1.3% 164,520 $37.6M
Rockefeller Capital Management L.P. 0.08% Reduce -17.6% 162,225 $37.5M
Partners Group Holding AG 1.76% Reduce -12.1% 163,898 $37.5M
Wellington Management Group LLP 0.01% Reduce -18.6% 163,306 $37.4M
Erste Asset Management GmbH 0.31% Add +45.4% 162,703 $37.0M
Creative Planning 0.03% Add +6.7% 157,170 $36.0M
Peapack Gladstone Financial Corp. 0.51% Reduce -1.0% 157,016 $35.9M
Public Employees Retirement System of Ohio 0.12% Reduce -9.6% 152,566 $34.9M
Freestone Grove Partners LP 0.26% New 152,232 $34.8M
MUFG Securities EMEA plc 1.57% New 151,082 $34.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.32% Add +37.6% 150,996 $34.6M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.08% Add +4.8% 150,820 $34.5M
Mn Services Vermogensbeheer B.V. 0.24% Add +1.0% 150,800 $34.5M
Northwest & Ethical Investments L.P. 0.85% Reduce -32.5% 150,319 $34.4M
UniSuper Management Pty Ltd 0.23% Add +166.6% 150,039 $34.3M
Stock Yards Bank & Trust Co. 1.15% Reduce -1.4% 150,023 $34.3M
Chilton Capital Management LLC 1.25% Add +3.4% 149,672 $34.2M
Systematic Alpha Investments, LLC 1.21% No change 149,216 $34.1M
EP Wealth Advisors, LLC 0.22% Add +11.3% 147,524 $33.8M
DNB Asset Management AS 0.14% Reduce -12.8% 147,199 $33.7M
Stack Financial Management, Inc 2.96% Reduce -1.1% 146,517 $33.5M
Quintet Private Bank (Europe) S.A. 1.93% Reduce -7.9% 146,064 $33.4M
Railway Pension Investments Ltd 0.47% Add +14.9% 143,976 $32.9M
Renaissance Group LLC 1.27% Reduce -9.0% 142,237 $32.5M
Victory Capital Management Inc. 0.02% Reduce -16.4% 142,057 $32.4M
Pittenger & Anderson Inc. 1.17% Reduce -0.3% 139,845 $32.0M
GAMCO Investors 0.31% Reduce -3.2% 138,196 $31.6M
Baldwin Wealth Partners LLC 2.13% Reduce -0.2% 137,375 $31.4M
Point72 Asset Management 0.08% New 136,374 $31.2M
Jump Financial, LLC 0.39% Add +472.7% 135,156 $30.9M
B. Metzler seel. Sohn & Co. AG 0.30% Add +2.5% 134,972 $30.9M
Cambridge Investment Research Advisors, Inc. 0.09% Add +0.8% 134,871 $30.9M
Investment House LLC 1.56% Reduce -0.5% 134,446 $30.8M
Northeast Investment Management 1.31% Add +1.1% 134,309 $30.7M
State of New Jersey Common Pension Fund D 0.12% No change 133,743 $30.6M
Destination Wealth Management 0.89% Reduce -0.9% 133,250 $30.5M
Quantinno Capital Management LP 0.13% Add +13.5% 130,427 $29.8M
Blue Chip Partners, LLC 2.36% Add +0.5% 126,582 $29.0M
Kayne Anderson Rudnick Investment Management LLC 0.07% Reduce -2.2% 126,545 $29.0M
Martingale Asset Management L P 0.70% Reduce -5.7% 125,589 $28.7M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -5.3% 123,990 $28.4M
Captrust Financial Advisors 0.06% Reduce -0.8% 123,754 $28.3M
CIBC Asset Management Inc 0.09% Add +4.8% 122,590 $28.0M
Foster Dykema Cabot & Partners, LLC 1.95% Reduce -1.2% 121,034 $27.7M
Stephens Inc. 0.38% Reduce -0.6% 120,850 $27.7M
Zimmer Partners, LP 0.63% Add +87.7% 120,000 $27.5M
Natixis 0.14% Add +26.4% 119,888 $27.4M
Verition Fund Management LLC 0.16% Add +103.2% 119,141 $27.3M
Arizona State Retirement System 0.16% Reduce -1.8% 117,618 $26.9M
Banco Santander, S.A. 0.25% Add +0.3% 116,289 $26.6M
State of Tennessee, Department of Treasury 0.10% Reduce -16.5% 116,261 $26.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +4.5% 115,006 $26.3M
Liberty One Investment Management, LLC 2.64% Reduce -4.6% 114,245 $26.1M
Reynders McVeigh Capital Management, LLC 1.29% Reduce -5.3% 112,692 $25.8M
Weatherly Asset Management L. P. 2.19% Add +0.6% 112,482 $25.7M
Susquehanna International Group, LLP 0.04% Add +101.4% 112,149 $25.7M
O'shaughnessy Asset Management, LLC 0.17% Add +7.4% 111,770 $25.6M
Cwm, LLC 0.09% Add +5.0% 110,313 $25.2M
MetLife Investment Management, LLC 0.15% Reduce -2.4% 110,209 $25.2M
ING Groep NV 0.15% Reduce -56.1% 109,609 $25.1M
Mackenzie Financial Corp. 0.03% Reduce -10.2% 109,534 $25.1M
TD Waterhouse Canada Inc. 0.18% Reduce -1.8% 109,437 $25.0M
Mediolanum International Funds Ltd 0.30% Reduce -25.0% 109,627 $25.0M
FIL Ltd 0.02% Reduce -12.6% 106,863 $24.5M
Commerzbank Aktiengesellschaft 0.56% Add +1.6% 106,712 $24.4M
Oppenheimer & Co. Inc. 0.32% Reduce -2.7% 106,659 $24.4M
Bank Pictet & Cie (Europe) AG 0.52% Reduce -2.7% 105,546 $24.2M
Avantax Advisory Services, Inc. 0.13% Add +3.0% 104,814 $24.0M
Dakota Wealth Management 0.50% Add +50.9% 104,330 $23.9M
Teacher Retirement System of Texas 0.10% Reduce -9.5% 104,203 $23.8M
Schonfeld Strategic Advisors LLC 0.18% Reduce -21.6% 102,556 $23.5M
MAI Capital Management 0.16% Add +5.8% 102,493 $23.5M
Cubist Systematic Strategies, LLC 0.25% Add +47.6% 100,735 $23.1M
State of Michigan Retirement System 0.12% Add +0.5% 99,588 $22.8M
Federation des caisses Desjardins du Quebec 0.10% Add +6.8% 98,805 $22.6M
Orion Porfolio Solutions, LLC 0.19% Reduce -0.0% 98,393 $22.5M
Xponance LLC 0.18% Add +2.5% 96,167 $22.0M
Waters Parkerson & Co., LLC 1.09% Add +94.0% 95,836 $21.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.19% Add +0.3% 95,508 $21.9M
Waverly Advisors, LLC 0.24% Add +1.5% 95,362 $21.8M
Macquarie Group Ltd. 0.03% Reduce -8.5% 93,686 $21.4M
USS Investment Management Ltd 0.13% Reduce -5.3% 93,620 $21.4M
Allspring Global Investments Holdings, LLC 0.04% Reduce -62.2% 93,596 $21.4M
Clearstead Advisors, LLC 0.30% Add +3.7% 92,970 $21.3M
Comerica Bank 0.08% Reduce -2.2% 92,964 $21.3M
Robeco Institutional Asset Management B.V. 0.03% Reduce -25.9% 92,756 $21.2M
Sapient Capital LLC 0.38% Reduce -0.1% 92,717 $21.2M
Private Advisor Group, LLC 0.11% Add +4.4% 92,336 $21.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +54.8% 92,031 $21.1M
Midwest Trust Co 0.29% — 91,534 $20.9M
Tocqueville Asset Management L.P. 0.32% Reduce -8.2% 90,951 $20.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +7.5% 89,810 $20.6M
Czech National Bank 0.16% Add +6.7% 89,510 $20.5M
Westchester Capital Management, Inc. 4.78% Reduce -0.5% 88,739 $20.3M
Apollon Wealth Management, LLC 0.40% Add +49.7% 88,661 $20.3M
Guardian Capital LP 0.71% Add +2.5% 88,334 $20.2M
D.A. Davidson & Co. 0.14% Add +4.0% 88,130 $20.2M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -3.5% 86,940 $19.9M
Bailard, Inc. 0.46% Reduce -0.4% 85,544 $19.6M
Baker Chad R 3.64% No change 85,515 $19.6M
Chesley Taft & Associates LLC 0.87% Reduce -0.5% 85,381 $19.5M
Mirova 2.70% Add +28.6% 83,688 $19.1M
W1M Asset Management Ltd 1.44% Reduce -53.8% 83,249 $19.0M
Galvin, Gaustad & Stein, LLC 1.65% Reduce -0.3% 82,813 $18.9M
Kestra Advisory Services, LLC 0.09% Add +3.5% 82,796 $18.9M
Woodbridge Co Ltd 0.03% — 82,700 $18.9M
Assenagon Asset Management S.A. 0.03% Reduce -78.9% 81,879 $18.7M
NorthCrest Asset Manangement, LLC 0.50% Reduce -0.8% 82,344 $18.7M
Daiwa Securities Group Inc. 0.07% Reduce -4.2% 81,648 $18.7M
Nisa Investment Advisors, LLC 0.08% Add +0.0% 81,121 $18.6M
Worldquant Millennium Advisors LLC 0.09% Reduce -44.3% 80,623 $18.4M
Amalgamated Bank 0.14% Reduce -4.2% 80,621 $18.4M
Sanctuary Advisors, LLC 0.11% Add +3.0% 80,411 $18.4M
MML Investors Services, LLC 0.05% Reduce -1.1% 79,492 $18.2M
NorthCoast Asset Management LLC 0.08% Add +31.7% 79,418 $18.2M
Forsta Ap-Fonden 0.12% Reduce -2.3% 79,200 $18.1M
Daiichi Life Insurance Co., Ltd. 0.50% Reduce -27.2% 78,562 $18.0M
Synovus Financial Corp. 0.22% Reduce -3.8% 78,060 $17.9M
Edge Wealth Management LLC 3.38% Reduce -1.2% 76,634 $17.5M
Groupe la Francaise 0.29% Add +1.1% 71,748 $17.5M
Nissay Asset Management Corp. /Japan 0.10% Reduce -3.3% 76,355 $17.5M
D. E. Shaw & Co. 0.02% Reduce -65.2% 76,028 $17.4M
Trexquant Investment LP 0.19% Reduce -42.7% 74,589 $17.1M
IFM Investors Pty Ltd 0.16% Add +8.0% 74,443 $17.0M
Pinnacle Associates Ltd. 0.24% Reduce -0.4% 72,914 $16.7M
Farmers & Merchants Investments Inc. 0.48% Reduce -0.2% 72,155 $16.5M
Varma Mutual Pension Insurance Co 0.12% Reduce -1.8% 71,650 $16.4M
Clarkston Capital Partners, LLC 0.34% Reduce -3.9% 70,552 $16.1M
Fundsmith Investment Services LTD. 0.22% No change 70,475 $16.1M
Kingdon Capital Management, L.L.C. 3.09% Add +40.0% 70,000 $16.0M
Quilter Plc 0.29% Reduce -8.5% 69,973 $16.0M
Townsend & Associates, Inc 1.59% Reduce -10.2% 69,707 $16.0M
Atwater Malick LLC 5.06% Reduce -0.2% 69,874 $16.0M
Canada Pension Plan Investment Board 0.01% No change 68,063 $15.6M
Perpetual Ltd 0.18% Reduce -0.7% 67,875 $15.5M
Federated Hermes, Inc. 0.03% Reduce -16.2% 67,836 $15.5M
Prana Capital Management, LP 0.55% Reduce -21.4% 66,874 $15.3M
TCV Trust & Wealth Management, Inc. 1.33% Reduce -1.6% 66,688 $15.3M
Jamison Private Wealth Management, Inc. 2.18% Reduce -1.1% 66,314 $15.2M
Ilmarinen Mutual Pension Insurance Co 0.12% No change 65,000 $14.9M
Tompkins Financial Corp. 1.36% Reduce -4.5% 64,649 $14.8M
Utah Retirement Systems 0.15% Reduce -3.1% 64,384 $14.7M
United Bank 1.76% Reduce -3.0% 64,380 $14.7M
United Asset Strategies, Inc. 1.25% Reduce -1.5% 64,028 $14.7M
AXA S.A. 0.04% Reduce -67.9% 63,481 $14.5M
ProShare Advisors LLC 0.03% Add +13.5% 62,918 $14.4M
Thrivent Financial for Lutherans 0.03% Add +16.1% 62,935 $14.4M
Pinnacle Financial Partners Inc 0.30% Add +6.6% 62,041 $14.2M
Associated Banc-Corp 0.40% Reduce -2.8% 61,765 $14.1M
Brevan Howard Capital Management LP 0.16% New 61,186 $14.0M
American Century Companies Inc. 0.01% Reduce -28.2% 61,151 $14.0M
Calamos Wealth Management LLC 0.60% Add +1.4% 60,696 $13.9M
Pathstone Holdings, LLC 0.05% Add +2.9% 60,282 $13.8M
Knights of Columbus Asset Advisors LLC 0.83% Add +9.8% 60,158 $13.8M
Moors & Cabot, Inc. 0.64% Reduce -0.5% 60,010 $13.7M
First Fiduciary Investment Counsel, Inc. 2.72% Add +0.6% 59,882 $13.7M
TLW Wealth Management, LLC 7.57% Add +0.5% 59,407 $13.6M
Thematics Asset Management 0.61% No change 59,403 $13.6M
UMB Bank, n.a. 0.21% Add +1.2% 58,990 $13.5M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +4.7% 58,152 $13.3M
Colonial Trust Advisors 1.10% Reduce -0.1% 57,944 $13.3M
HFR Wealth Management, LLC 3.18% Add +0.7% 57,571 $13.2M
Van Eck Associates Corp. 0.01% Add +3.9% 57,464 $13.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +19.4% 57,287 $13.1M
Wealthfront Advisers LLC 0.03% Add +3.1% 57,093 $13.1M
Penn Davis McFarland Inc. 1.47% Reduce -0.3% 56,890 $13.0M
Police & Firemen's Retirement System of New Jersey 0.12% Reduce -3.5% 56,258 $12.9M
Rbo & Co. LLC 2.04% Add +0.5% 55,731 $12.8M
F/m Investments LLC 0.46% Reduce -0.6% 55,557 $12.7M
New York Life Investment Management LLC 0.12% Add +1.5% 55,399 $12.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.1% 54,773 $12.5M
&partners 0.10% Add +30.0% 54,739 $12.5M
Brown Advisory Inc. 0.02% Add +4.7% 54,683 $12.5M
Yousif Capital Management, LLC 0.13% Reduce -0.9% 52,992 $12.1M
DAVENPORT & Co LLC 0.07% Add +46.5% 52,754 $12.1M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.0% 52,444 $12.0M
Cresset Asset Management, LLC 0.06% Reduce -10.8% 52,385 $12.0M
BLB&B Advisors, LLC 0.56% Add +1.0% 52,243 $12.0M
NewEdge Advisors, LLC 0.06% Add +6.7% 51,968 $11.9M
WASHINGTON TRUST Co 0.42% Add +1.8% 51,931 $11.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.06% Add +1.8% 51,873 $11.9M
Independent Advisor Alliance 0.34% Reduce -11.0% 51,779 $11.8M
BNP Paribas 0.38% Add +25.0% 51,761 $11.8M
MassMutual Private Wealth & Trust, FSB 0.31% Reduce -2.4% 51,567 $11.8M
MainStreet Investment Advisors LLC 1.63% Reduce -1.9% 51,554 $11.8M
First Horizon Advisors, Inc. 0.31% Reduce -0.1% 51,408 $11.8M
Sumitomo Life Insurance Co. 0.80% Reduce -5.3% 51,258 $11.7M
Vestcor Inc 0.35% Add +1.4% 50,999 $11.7M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -8.2% 50,914 $11.7M
Swiss Life Asset Management Ltd 0.07% Add +11.9% 50,639 $11.6M
City Holding Co. 1.51% Add +3.2% 50,492 $11.6M
Banque Cantonale Vaudoise 0.47% Reduce -0.4% 50,178 $11.5M
Motco 1.09% Add +1.7% 49,930 $11.4M
Miramar Capital, LLC 2.70% Add +1.4% 49,881 $11.4M
Hemenway Trust Co LLC 0.87% No change 48,996 $11.2M
Nixon Peabody Trust Co. 0.87% Reduce -34.2% 48,978 $11.2M
Sit Investment Associates Inc. 0.24% Reduce -1.7% 48,750 $11.2M
Mercer Global Advisors Inc. 0.02% Reduce -4.7% 48,441 $11.1M
Twinbeech Capital LP 0.25% Add +1637.0% 48,236 $11.0M
Buck Wealth Strategies, LLC 1.67% Add +9.0% 47,824 $10.9M
Fulcrum Capital LLC 2.31% Reduce -0.2% 47,684 $10.9M
Cibc World Markets Corp. 0.07% Add +4.1% 47,588 $10.9M
Huntington National Bank 0.09% Add +2.4% 47,562 $10.9M
HighPoint Advisor Group LLC 0.58% Add +0.8% 47,533 $10.9M
Greystone Financial Group, LLC 1.77% Add +12.7% 46,929 $10.7M
HB Wealth Management, LLC 0.09% Reduce -0.0% 46,733 $10.7M
Hayek Kallen Investment Management 3.61% Add +0.8% 46,333 $10.6M
Allianz SE 0.25% Reduce -6.0% 45,855 $10.5M
Carnegie Investment Counsel 0.21% Reduce -0.6% 45,517 $10.4M
McKinley Carter Wealth Services, Inc. 0.58% Add +4.2% 45,391 $10.4M
Burns J W & Co. Inc. 1.25% Add +0.9% 45,143 $10.3M
Atlantic Union Bankshares Corp 0.23% New 44,813 $10.3M
Punch & Associates Investment Management, Inc. 0.64% Add +4.7% 44,807 $10.3M
Janus Henderson Group PLC 0.00% Reduce -4.0% 43,976 $10.1M
Pinebridge Investments, L.P. 0.08% Reduce -11.4% 43,366 $9.9M
Purus Wealth Management, LLC 3.40% Add +4.5% 42,845 $9.8M
Point72 (DIFC) Ltd 0.78% New 42,677 $9.8M
OP Asset Management Ltd 0.14% Add +2.6% 42,607 $9.7M
CI Investments Inc. 0.04% Reduce -1.9% 42,569 $9.7M
Douglass Winthrop Advisors, LLC 0.18% Reduce -3.2% 42,548 $9.7M
Concentric Capital Strategies, LP 0.55% Reduce -49.8% 42,451 $9.7M
First Citizens Bank & Trust Co. 0.18% Add +32.7% 42,273 $9.7M
Mutual of America Capital Management LLC 0.10% Reduce -1.1% 42,004 $9.6M
WoodTrust Financial Corp 1.22% Add +6.6% 41,915 $9.6M
Williams Jones Wealth Management, LLC. 0.11% Add +9.7% 41,688 $9.5M
ASR Vermogensbeheer N.V. 0.12% Add +29.7% 41,610 $9.5M
Quantbot Technologies LP 0.24% Add +235.4% 41,474 $9.5M
State of Alaska, Department of Revenue 0.10% Reduce -4.0% 41,101 $9.4M
Ninety One North America, Inc. 0.46% Reduce -40.2% 40,900 $9.4M
Advisors Asset Management, Inc. 0.17% Add +4.3% 40,899 $9.4M
Sigma Planning Corp 0.28% Add +1.5% 40,647 $9.3M
RWC Asset Management LLP 0.60% Add +1.7% 40,573 $9.3M
Union Bancaire Privee, UBP SA 0.14% Add +42.6% 30,589 $9.2M
Alta Capital Management LLC/ 0.52% Add +0.8% 39,900 $9.1M
Inlet Private Wealth, LLC 2.24% Reduce -0.8% 39,881 $9.1M
GLOBALT Investments LLC / GA 0.35% Reduce -4.4% 39,793 $9.1M
Cornerstone Advisors, LLC 0.31% Add +33.7% 39,300 $9.0M
Palmer Knight Co 3.82% Reduce -0.4% 39,208 $9.0M
Miller Howard Investments Inc. 0.28% Add +2.5% 38,937 $8.9M
Red Door Wealth Management, LLC 1.06% Add +7.1% 38,779 $8.9M
Nordwand Advisors, LLC 1.39% New 38,774 $8.9M
Tidal Investments LLC 0.06% Reduce -2.9% 38,470 $8.8M
Journey Advisory Group, LLC 0.68% Add +0.7% 38,222 $8.7M
Composition Wealth, LLC 0.15% Add +75.5% 38,136 $8.7M
Ecofi Investissements SA 9.60% Reduce -15.7% 37,750 $8.6M
Avanza Fonder AB 0.25% Add +7.5% 37,594 $8.6M
Jain Global LLC 0.14% New 37,204 $8.5M
Palumbo Wealth Management LLC 2.63% Reduce -0.6% 37,118 $8.5M
Steward Partners Investment Advisory, LLC 0.07% Add +3.9% 37,053 $8.5M
LBP Am SA 0.12% Reduce -11.0% 36,862 $8.4M
Engineers Gate Manager LP 0.10% Add +1043.1% 36,351 $8.3M
Pacer Advisors, Inc. 0.02% Add +45.5% 35,435 $8.1M
Keybank National Association 0.03% Add +17.0% 35,002 $8.0M
First National Trust Co 0.30% Reduce -1.8% 34,823 $8.0M
Marietta Wealth Management, LLC 1.04% Add +1.1% 34,761 $8.0M
Tudor Investment Corporation 0.06% Reduce -22.4% 34,286 $7.8M
XTX Topco Ltd 0.32% New 34,110 $7.8M
Strategic Advisors LLC 1.53% Reduce -6.2% 34,071 $7.8M
Bard Financial Services, Inc. 0.93% Reduce -0.9% 33,925 $7.8M
Northeast Financial Consultants Inc 0.31% No change 33,393 $7.6M
Leavell Investment Management, Inc. 0.34% Add +0.9% 33,383 $7.6M
J.W. Cole Advisors, Inc. 0.16% Add +5.8% 33,368 $7.6M
NEOS Investment Management LLC 0.09% Add +27.4% 33,201 $7.6M
DLK Investment Management, LLC 2.87% Reduce -0.4% 33,199 $7.6M
Sand Hill Global Advisors, LLC 0.28% Add +1.3% 33,124 $7.6M
Entropy Technologies, LP 0.60% Add +28.3% 33,105 $7.6M
Rafferty Asset Management, LLC 0.03% Add +21.2% 33,053 $7.6M
Glenmede Investment Management, LP 0.04% — 32,644 $7.5M
Coldstream Capital Management Inc. 0.12% Reduce -4.3% 32,454 $7.4M
GWN Securities Inc. 1.36% Add +48.8% 31,652 $7.3M
Asset Advisors Investment Management, LLC 0.72% Reduce -3.6% 31,942 $7.3M
Denali Advisors LLC 0.76% Add +31.2% 31,868 $7.3M
Ascent Wealth Partners, LLC 0.90% Reduce -9.7% 31,857 $7.3M
RBA Wealth Management, LLC 2.70% Reduce -0.5% 31,671 $7.2M
Oregon Public Employees Retirement Fund 0.13% Add +0.6% 31,632 $7.2M
Advisory Services Network, LLC 0.12% Add +28.3% 31,374 $7.2M
Sienna Gestion 0.49% Add +10.8% 34,349 $7.2M
Core Alternative Capital 1.95% Reduce -11.3% 31,197 $7.1M
Wealth Advisors of Tampa Bay, LLC 2.67% Reduce -1.6% 30,985 $7.1M
Trust Co. of Vermont 0.33% Add +1.7% 30,901 $7.1M
Brookstone Capital Management 0.09% Add +2.1% 30,881 $7.1M
Trinity Legacy Partners, LLC 1.72% Add +0.7% 31,286 $7.1M
Colonial Trust Co / SC 1.03% Reduce -0.2% 30,830 $7.1M
LVM Capital Management Ltd. 0.73% No change 30,758 $7.0M
Benjamin Edwards Inc. 0.09% Add +18.4% 30,671 $7.0M
Shelton Capital Management 0.16% Reduce -31.7% 30,620 $7.0M
Jones Financial Companies LLLP 0.01% Add +51.0% 30,269 $6.9M
Salem Investment Counselors Inc. 0.22% Reduce -1.5% 30,087 $6.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% Reduce -72.2% 30,000 $6.9M
McDonough Capital Management, Inc 3.81% Add +7.1% 29,684 $6.8M
Schnieders Capital Management LLC 1.19% Reduce -1.9% 29,468 $6.7M
Y-Intercept (Hong Kong) Ltd 0.16% Add +47.2% 29,467 $6.7M
Duff & Phelps Investment Management Co. 0.08% Reduce -28.8% 29,453 $6.7M
Anchor Investment Management, LLC 0.59% Reduce -0.8% 29,330 $6.7M
Windward Capital Management Co. 0.57% Reduce -2.6% 29,242 $6.7M
Advisors Capital Management, LLC 0.09% Add +482.8% 29,138 $6.7M
Teachers Retirement System of the State of Kentucky 0.05% Add +1.5% 28,617 $6.5M
Savant Capital, LLC 0.05% Add +6.3% 28,555 $6.5M
QRG Capital Management, Inc. 0.06% Add +1.4% 28,507 $6.5M
Concurrent Investment Advisors, LLC 0.13% Add +7.0% 28,393 $6.5M
Hantz Financial Services, Inc. 0.10% Reduce -3.3% 28,389 $6.5M
Sitrin Capital Management LLC 3.31% Reduce -12.1% 28,370 $6.5M
Kestra Private Wealth Services, LLC 0.09% Reduce -8.4% 28,172 $6.4M
Summit Global Investments 0.37% Reduce -0.3% 27,719 $6.3M
Beacon Investment Advisory Services, Inc. 0.28% New 27,488 $6.3M
Glen Eagle Advisors, LLC 0.96% Add +2.1% 27,410 $6.3M
Sandhill Capital Partners LLC 0.45% Reduce -0.1% 27,355 $6.3M
Achmea Investment Management B.V. 0.08% Reduce -0.2% 27,342 $6.3M
Vest Financial, LLC 0.09% Add +39.3% 27,306 $6.2M
Integrated Wealth Concepts LLC 0.06% Reduce -4.4% 27,016 $6.2M
Formuepleje A/S 0.35% No change 26,657 $6.2M
LS Investment Advisors, LLC 0.90% Reduce -1.3% 26,825 $6.1M
Bar Harbor Wealth Management 0.39% Reduce -3.8% 26,793 $6.1M
CFO4Life Group, LLC 0.96% Reduce -2.4% 26,689 $6.1M
Left Brain Wealth Management, LLC 2.15% New 26,686 $6.1M
SVB Wealth LLC 0.33% Reduce -8.4% 26,681 $6.1M
Strategy Asset Managers LLC 1.14% Add +1.9% 26,636 $6.1M
LGT Fund Management Co Ltd. 0.53% Add +30.1% 26,607 $6.1M
Elo Mutual Pension Insurance Co 0.12% Reduce -4.4% 26,443 $6.1M
Bowen Hanes & Co. Inc. 0.15% No change 26,429 $6.0M
Arjuna Capital 1.59% Reduce -3.0% 26,410 $6.0M
CENTRAL TRUST Co 0.14% Reduce -0.3% 26,351 $6.0M
Atria Investments, Inc 0.07% Add +8.6% 26,279 $6.0M
Siemens Fonds Invest GmbH 0.35% Add +4.5% 26,210 $6.0M
Ethic Inc. 0.11% Add +0.8% 26,018 $5.9M
Crossmark Global Holdings, Inc. 0.10% Reduce -17.5% 25,906 $5.9M
Annex Advisory Services, LLC 0.14% Add +985.4% 25,810 $5.9M
WINTON GROUP Ltd 0.30% New 25,780 $5.9M
Kentucky Retirement Systems 0.17% Reduce -6.2% 25,700 $5.9M
NTV Asset Management LLC 0.70% Add +1.0% 25,683 $5.9M
Nomura Holdings Inc. 0.05% Add +104.7% 25,673 $5.9M
Beacon Pointe Advisors, LLC 0.06% Reduce -6.0% 25,576 $5.9M
Hall Laurie J Trustee 1.93% Reduce -0.2% 25,538 $5.8M
Voleon Capital Management LP 0.32% Reduce -26.4% 25,371 $5.8M
Bradley Foster & Sargent Inc. 0.09% Add +0.6% 25,366 $5.8M
River Wealth Advisors LLC 0.72% Add +6.1% 25,317 $5.8M
Mizuho Securities USA LLC 0.12% — 25,301 $5.8M
Chapman Investment Management, LLC 4.03% Add +2.9% 25,249 $5.8M
Skye Global Management LP 0.12% New 25,200 $5.8M
CPC Advisors, LLC 0.72% Add +2285.0% 25,186 $5.8M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -12.8% 25,106 $5.7M
Royal Fund Management, LLC 0.61% Add +4.4% 25,026 $5.7M
Exencial Wealth Advisors, LLC 0.20% Reduce -6.8% 25,009 $5.7M
Motley Fool Asset Management LLC 0.26% Add +13.7% 24,882 $5.7M
Hennion & Walsh Asset Management, Inc. 0.22% Add +4.7% 24,340 $5.6M
Becker Capital Management Inc. 0.17% Add +10.7% 24,285 $5.6M
Rockline Wealth Management, LLC 1.31% Add +0.7% 24,208 $5.5M
Equitable Holdings, Inc. 0.05% Add +29.1% 24,171 $5.5M
Lombard Odier Asset Management (Switzerland) SA 0.28% Add +7.7% 24,170 $5.5M
BTC Capital Management, Inc. 0.45% New 24,083 $5.5M
Beacon Financial Group 0.57% Reduce -5.9% 23,963 $5.5M
Principle Wealth Partners LLC 0.34% Reduce -0.5% 23,893 $5.5M
Hamilton Point Investment Advisors, LLC 0.90% Reduce -37.9% 23,799 $5.4M
Ostrum Asset Management 0.25% Add +22.5% 23,625 $5.4M
Westhampton Capital, LLC 2.79% Reduce -1.3% 23,580 $5.4M
Burling Wealth Partners, LLC 0.99% Add +24.0% 23,516 $5.4M
Symmetry Investments LP 0.45% New 23,273 $5.3M
Jericho Financial, LLP 3.51% Reduce -2.0% 23,273 $5.3M
Moran Wealth Management, LLC 0.16% Reduce -0.9% 23,261 $5.3M
Public Sector Pension Investment Board 0.02% Reduce -48.5% 23,147 $5.3M
Advisors Preferred, LLC 0.87% Add +106.5% 23,009 $5.3M
Community Financial Services Group, LLC 1.05% Add +1.8% 22,968 $5.3M
Romano Brothers and Company 0.65% Add +4.0% 22,965 $5.3M
Aquatic Capital Management LLC 0.11% New 22,959 $5.3M
Coastline Trust Co 0.60% Add +0.3% 22,927 $5.2M
Prime Capital Investment Advisors, LLC 0.07% Reduce -9.2% 22,872 $5.2M
Belpointe Asset Management LLC 0.22% Add +5.3% 22,770 $5.2M
Evergreen Private Wealth LLC 2.18% Add +2.7% 22,738 $5.2M
Pinkerton Wealth, LLC 0.62% Add +1.0% 22,650 $5.2M
Fiduciary Trust Co 0.06% Reduce -0.5% 22,555 $5.2M
MASTERINVEST Kapitalanlage GmbH 0.54% — 22,477 $5.1M
Ritholtz Wealth Management 0.11% Add +9.7% 22,443 $5.1M
NewEdge Wealth, LLC 0.08% Reduce -1.9% 22,007 $5.1M
Hartford Investment Management Co. 0.16% Reduce -0.7% 22,132 $5.1M
Lido Advisors, LLC 0.03% Add +4.7% 22,079 $5.1M
Terra Alpha Investments LLC 5.25% Reduce -0.7% 22,076 $5.1M
Faithward Advisors, LLC 0.78% Add +1.6% 21,917 $5.0M
Brentview Investment Management LLC 2.50% Add +35.6% 21,671 $5.0M
Ieq Capital, LLC 0.03% Reduce -14.2% 21,516 $4.9M
Silphium Asset Management Ltd 1.75% Add +0.3% 21,515 $4.9M
Toth Financial Advisory Corp. 0.57% Add +12.1% 21,463 $4.9M
Great Lakes Advisors, LLC 0.04% Reduce -5.9% 21,375 $4.9M
Wealthcare Advisory Partners LLC 0.11% Add +0.6% 21,314 $4.9M
Harbour Investment Management LLC 2.11% Reduce -2.2% 21,285 $4.9M
Cary Street Partners Financial LLC 0.14% Add +52.8% 21,283 $4.9M
Greenland Capital Management LP 0.65% Add +136.3% 21,267 $4.9M
Generate Investment Management Ltd 0.27% Reduce -41.5% 21,237 $4.9M
BCS Private Wealth Management, Inc. 1.81% — 21,039 $4.8M
Jacobi Capital Management LLC 0.32% Add +1.7% 20,957 $4.8M
Trust Co. of Toledo NA 0.53% Reduce -5.5% 20,955 $4.8M
Tower Bridge Advisors 0.52% No change 20,940 $4.8M
Mystic Asset Management, Inc. 1.16% Reduce -0.8% 20,932 $4.8M
Allworth Financial LP 0.02% Add +40.7% 20,932 $4.8M
Mission Creek Capital Partners, Inc. 1.05% Reduce -0.6% 20,746 $4.7M
Meiji Yasuda Asset Management Co Ltd. 0.24% Reduce -20.8% 20,717 $4.7M
Hall Capital Management Co. Inc. 2.00% Reduce -0.4% 20,652 $4.7M
Balyasny Asset Management L.P. 0.01% Reduce -70.6% 20,590 $4.7M
Gulf International Bank (UK) Ltd 0.17% Reduce -12.8% 20,559 $4.7M
Jackson Square Partners, LLC 1.74% Reduce -35.5% 20,544 $4.7M
Stanley-Laman Group, Ltd. 0.70% Reduce -6.9% 20,474 $4.7M
AG2R La Mondiale Gestion D'actifs 0.24% Add +0.9% 20,282 $4.6M
Empowered Funds, LLC 0.05% Reduce -11.1% 20,151 $4.6M
Brookfield Corp 0.01% Add +0.0% 20,137 $4.6M
First National Bank of Omaha 0.30% Reduce -1.3% 20,133 $4.6M
Perigon Wealth Management, LLC 0.11% Add +3.0% 20,054 $4.6M
First National Advisers, LLC 0.67% Add +0.7% 20,007 $4.6M
Opus Investment Management Inc. 3.04% No change 20,000 $4.6M
Signet Investment Advisory Group, Inc. 2.35% Reduce -0.7% 19,972 $4.6M
Money Concepts Capital Corp. 0.30% Add +0.8% 19,854 $4.5M
Ingalls & Snyder LLC 0.16% Reduce -0.4% 19,791 $4.5M
Patrick Mauro Investment Advisor, INC. 2.56% Reduce -3.7% 21,346 $4.5M
Mitchell Capital Management Co. 0.85% Reduce -11.2% 19,907 $4.5M
Haverford Financial Services, Inc. 1.33% New 19,615 $4.5M
Tower Research Capital LLC (TRC) 0.12% Add +36.9% 19,467 $4.5M
First National Bank of Mount Dora, Trust Investment Services 1.00% Add +0.4% 19,430 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -1.5% 19,300 $4.4M
Procyon Advisors, LLC 0.42% Reduce -44.0% 19,296 $4.4M
Securian Asset Management, Inc. 0.12% Reduce -1.4% 19,117 $4.4M
Tiaa Trust, National Association 0.01% Reduce -5.5% 19,075 $4.4M
Machina Capital S.A.S. 0.91% New 19,058 $4.4M
Fulcrum Asset Management LLP 1.24% — 19,045 $4.4M
Regal Investment Advisors LLC 0.33% Add +0.9% 19,011 $4.4M
Providence Wealth Advisors, LLC 2.98% Add +1.4% 18,734 $4.3M
Norinchukin Bank, The 0.06% Add +7.6% 18,940 $4.3M
Amica Mutual Insurance Co. 0.42% No change 18,892 $4.3M
Scholtz & Company, LLC 1.89% Reduce -1.4% 18,861 $4.3M
Lakeside Advisors, INC. 2.78% Reduce -3.7% 18,853 $4.3M
Dynamic Advisor Solutions LLC 0.13% Reduce -1.8% 18,849 $4.3M
Choreo, LLC 0.06% Add +9.7% 18,757 $4.3M
Advisors Management Group Inc. 0.81% Reduce -0.8% 18,728 $4.3M
Keebeck Wealth Management 0.56% Reduce -0.2% 18,606 $4.3M
Wedge Capital Management L L P 0.08% Add +2.1% 18,579 $4.3M
EagleClaw Capital Managment, LLC 0.63% Reduce -6.4% 18,546 $4.2M
Webster Bank, N. A. 0.44% Add +1.6% 18,508 $4.2M
Private Capital Advisors, Inc. 0.51% New 18,438 $4.2M
Prospera Financial Services Inc 0.08% Add +70.7% 18,423 $4.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.54% Add +30.7% 18,297 $4.2M
Great Diamond Partners, LLC 0.88% Add +1.9% 18,279 $4.2M
Radnor Capital Management, LLC 0.67% Reduce -0.7% 18,221 $4.2M
Vident Advisory, LLC 0.05% Add +42.7% 18,197 $4.2M
Alps Advisors Inc. 0.02% Reduce -5.6% 18,083 $4.1M
Maryland State Retirement & Pension System 0.09% Reduce -4.1% 17,981 $4.1M
Resources Management Corp. /CT/ 0.56% Reduce -0.1% 17,897 $4.1M
Forte Capital LLC 0.44% Reduce -0.8% 17,886 $4.1M
Conning Inc. 0.15% Add +1.7% 17,708 $4.1M
Boston Family Office LLC 0.27% Add +0.2% 17,697 $4.0M
KKM Financial LLC 1.40% Add +26.7% 17,647 $4.0M
Chicago Capital, LLC 0.10% Add +4.9% 17,608 $4.0M
Clare Market Investments LLC 0.89% Add +33.1% 17,608 $4.0M
Caisse de depot et placement du Quebec 0.01% Reduce -92.1% 17,411 $4.0M
Shell Asset Management Co. 0.14% Reduce -6.7% 17,404 $4.0M
Diversify Advisory Services, LLC 0.15% Add +91.2% 16,956 $4.0M
Bridges Investment Management Inc. 0.05% Reduce -0.1% 17,250 $3.9M
Sone Capital Management, LLC 0.36% Add +661.3% 17,167 $3.9M
Home Federal Bank of Tennessee 1.11% Add +0.3% 17,131 $3.9M
Jefferies Financial Group Inc. 0.07% Add +74.9% 17,127 $3.9M
Mainstay Capital Management LLC 0.19% Add +111.6% 17,110 $3.9M
Horizon Investments, LLC 0.06% Add +31.7% 17,103 $3.9M
Old Port Advisors 1.07% Reduce -1.6% 17,070 $3.9M
New Mexico Educational Retirement Board 0.13% No change 17,066 $3.9M
PICTET BANK & TRUST Ltd 4.56% No change 17,000 $3.9M
Argent Trust Co 0.14% Add +4.1% 16,762 $3.8M
RB Capital Management, LLC 0.91% Add +0.8% 16,761 $3.8M
CX Institutional 0.13% Reduce -4.0% 16,711 $3.8M
GPM Growth Investors, Inc. 1.51% Add +50.6% 16,640 $3.8M
NBW Capital LLC 0.82% Add +1.6% 16,617 $3.8M
Grandview Asset Management LLC 1.21% Add +2.6% 16,558 $3.8M
E. Ohman J:or Asset Management AB 0.09% Reduce -8.1% 16,520 $3.8M
Richard Bernstein Advisors LLC 0.09% Reduce -8.8% 16,451 $3.8M
Bokf, NA 0.06% Reduce -21.4% 16,405 $3.8M
Stratos Wealth Partners, LTD. 0.05% Add +0.2% 16,377 $3.7M
Liberty Wealth Management LLC 0.59% Add +0.0% 16,340 $3.7M
Woodline Partners LP 0.02% Reduce -8.0% 16,282 $3.7M
Turn8 Private Wealth Inc. 2.69% Add +1.4% 16,154 $3.7M
Callan Family Office, LLC 0.12% Add +205.0% 16,196 $3.7M
Burke & Herbert Bank & Trust Co. 0.83% Add +1.7% 16,180 $3.7M
Scott & Selber, Inc. 1.02% Add +0.5% 16,043 $3.7M
Wambolt & Associates, LLC 1.24% Reduce -4.4% 16,022 $3.7M
Stonegate Investment Group, LLC 0.09% Add +0.4% 16,015 $3.7M
Wilmington Savings Fund Society, FSB 0.06% Reduce -5.9% 15,811 $3.6M
1ST Source Bank 0.20% Reduce -1.0% 15,794 $3.6M
Octavia Wealth Advisors, LLC 0.41% Reduce -3.6% 15,735 $3.6M
Abc Arbitrage SA 0.41% Add +62.8% 15,703 $3.6M
Simmons Bank 0.26% Add +507.0% 15,631 $3.6M
Aptus Capital Advisors, LLC 0.04% Add +15.6% 15,605 $3.6M
Intech Investment Management LLC 0.03% Reduce -29.0% 15,603 $3.6M
Bfsg, LLC 0.40% Reduce -1.9% 15,570 $3.6M
Sciencast Management LP 0.73% New 15,529 $3.6M
OneDigital Investment Advisors LLC 0.04% Reduce -5.6% 15,452 $3.5M
Telos Capital Management, Inc. 0.36% Reduce -24.6% 15,449 $3.5M
SeaCrest Wealth Management, LLC 0.38% Reduce -2.4% 15,445 $3.5M
Ascent Group, LLC 0.14% Add +7.8% 15,417 $3.5M
Snowden Capital Advisors LLC 0.10% Add +1.3% 15,416 $3.5M
Midwest Professional Planners, LTD. 0.92% Add +1.6% 15,299 $3.5M
Wesbanco Bank Inc. 0.10% Add +221.4% 15,254 $3.5M
Global Retirement Partners, LLC 0.09% — 15,234 $3.5M
Mitchell & Pahl Private Wealth, LLC 1.54% Add +0.8% 15,234 $3.5M
Metis Global Partners, LLC 0.09% Reduce -5.6% 15,170 $3.5M
Prudential PLC 0.02% Reduce -56.7% 15,151 $3.5M
Clearstead Trust, LLC 0.66% Reduce -0.3% 15,150 $3.5M
Wesleyan Assurance Society 0.22% No change 15,091 $3.5M
Level Four Advisory Services, LLC 0.13% Add +93.7% 15,068 $3.4M
Guyasuta Investment Advisors Inc. 0.21% No change 15,065 $3.4M
Guardian Wealth Management, Inc. 2.29% Add +0.1% 15,039 $3.4M
Compass Wealth Management LLC 0.82% Reduce -0.0% 15,026 $3.4M
Aigen Investment Management, LP 0.47% Reduce -3.7% 14,905 $3.4M
North Star Investment Management Corp. 0.24% Add +0.0% 14,899 $3.4M
Atom Investors LP 0.30% Add +108.8% 14,885 $3.4M
Rowlandmiller & Partners.adv 0.70% Reduce -0.1% 14,848 $3.4M
United Capital Financial Advisors, LLC 0.03% Reduce -2.0% 14,803 $3.4M
Family Legacy, Inc. 1.09% Add +0.5% 14,716 $3.4M
Intact Investment Management Inc. 0.11% Reduce -44.9% 14,700 $3.4M
Little House Capital LLC 0.84% Add +3.5% 14,691 $3.4M
Naples Global Advisors, LLC 0.29% Add +1.1% 14,646 $3.4M
Illinois Municipal Retirement Fund 0.05% Reduce -19.9% 14,635 $3.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -10.7% 14,608 $3.3M
Independent Financial Group, LLC 0.09% Add +12.9% 14,588 $3.3M
Ameliora Wealth Management Ltd. 1.19% Reduce -9.9% 14,586 $3.3M
Pathway Financial Advisers, LLC 1.07% Add +1.8% 14,456 $3.3M
OMERS ADMINISTRATION Corp 0.03% No change 14,413 $3.3M
Magnetar Financial LLC 0.02% New 14,374 $3.3M
Prosperity Consulting Group, LLC 0.24% Add +1.0% 14,274 $3.3M
Whittier Trust Co. 0.04% Add +2.4% 14,261 $3.3M
L & S Advisors Inc 0.36% Reduce -3.2% 14,144 $3.2M
Independence Bank of Kentucky 0.46% Add +0.4% 14,119 $3.2M
Brown Shipley& Co Ltd 1.78% Reduce -3.8% 14,108 $3.2M
Aviso Financial Inc. 0.14% Add +5.2% 13,973 $3.2M
Citizens Financial Group Inc. 0.05% Add +8.0% 13,949 $3.2M
Praxis Investment Management Inc. 0.20% Reduce -5.3% 13,900 $3.2M
Atria Wealth Solutions, Inc. 0.07% Reduce -74.4% 13,721 $3.1M
East Coast Asset Management, LLC. 1.04% Reduce -0.2% 13,705 $3.1M
Aull & Monroe Investment Management Corp 1.68% Reduce -14.6% 13,663 $3.1M
Alkeme Wealth, LLC 1.38% Reduce -26.0% 13,584 $3.1M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -1.4% 13,577 $3.1M
International Assets Investment Management, LLC 0.25% Reduce -0.7% 13,573 $3.1M
Greenleaf Trust 0.03% Reduce -7.8% 13,571 $3.1M
Mgo One Seven LLC 0.10% Add +4.9% 13,509 $3.1M
Eventide Asset Management, LLC 0.05% Add +54.1% 12,796 $3.1M
Axxcess Wealth Management, LLC 0.07% Add +3.9% 13,397 $3.1M
Accurate Wealth Management, LLC 0.47% Reduce -0.4% 13,521 $3.1M
Iowa State Bank 0.61% Add +45.5% 13,310 $3.0M
Diversify Wealth Management, LLC 0.19% Add +8.8% 13,071 $3.0M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -0.4% 13,249 $3.0M
Aaron Wealth Advisors LLC 0.31% Reduce -1.4% 13,181 $3.0M
Park Avenue Securities LLC 0.03% Add +2.1% 13,124 $3.0M
Valeo Financial Advisors, LLC 0.07% Add +20.6% 13,123 $3.0M
Nikulski Financial, Inc. 0.82% Add +3.1% 13,108 $3.0M
McIlrath & Eck, LLC 0.34% Add +5.0% 13,102 $3.0M
Enhancing Capital LLC 2.29% No change 13,100 $3.0M
Kingsview Wealth Management, LLC 0.05% Add +6.5% 13,089 $3.0M
Woodmont Investment Counsel LLC 0.20% Reduce -4.6% 13,087 $3.0M
Point72 Hong Kong Ltd 0.21% Reduce -27.1% 13,017 $3.0M
Viking Fund Management LLC 0.41% No change 13,000 $3.0M
Empirical Finance, LLC 0.16% Add +0.6% 12,988 $3.0M
World Investment Advisors 0.07% Reduce -0.7% 12,975 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -5.1% 12,941 $3.0M
Obermeyer Wealth Partners 0.15% Reduce -6.7% 12,900 $3.0M
Graphene Investments SAS 1.92% No change 12,900 $3.0M
Covenant Asset Management, LLC 0.61% Reduce -0.4% 12,895 $3.0M
L. Roy Papp & Associates, LLP 0.35% Add +3.6% 12,852 $2.9M
Caldwell Trust Co 0.29% Add +2.6% 12,748 $2.9M
Simplicity Wealth,LLC 0.12% Add +119.5% 12,737 $2.9M
Pettee Investors, Inc. 1.74% No change 12,703 $2.9M
Griffin Asset Management, Inc. 0.34% Reduce -0.1% 12,640 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +5.3% 12,617 $2.9M
Bleakley Financial Group, LLC 0.07% Reduce -23.6% 12,605 $2.9M
American State Bank (Iowa) 1.60% Add +0.2% 12,600 $2.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.61% Add +19.8% 12,490 $2.9M
Parallel Advisors, LLC 0.06% Add +6.5% 12,451 $2.8M
UNIVEST FINANCIAL Corp 0.17% Add +7.4% 12,425 $2.8M
Aries Wealth Management 0.74% Add +1.8% 12,400 $2.8M
Virtu Financial LLC 0.15% New 12,392 $2.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -7.8% 12,321 $2.8M
Oppenheimer Asset Management Inc. 0.03% Add +21.3% 12,321 $2.8M
Summit Financial, LLC 0.06% Add +45.4% 12,168 $2.8M
Harbour Capital Advisors, LLC 0.59% No change 12,456 $2.8M
Koshinski Asset Management, Inc. 0.21% Add +1.3% 12,147 $2.8M
First PREMIER Bank 0.66% No change 11,953 $2.7M
Wedbush Securities Inc. 0.10% Reduce -0.8% 11,945 $2.7M
KADENSA CAPITAL Ltd 0.43% Reduce -72.9% 11,909 $2.7M
Merit Financial Group, LLC 0.03% Add +15.7% 11,904 $2.7M
Ossiam 0.03% Add +36.0% 11,894 $2.7M
South Dakota Investment Council 0.05% No change 11,805 $2.7M
G&S Capital LLC 1.07% Reduce -3.1% 11,787 $2.7M
Raab & Moskowitz Asset Management LLC 0.64% Reduce -0.7% 11,768 $2.7M
Groupama Asset Managment 0.05% Add +58.5% 11,786 $2.7M
Mutual Advisors, LLC 0.07% Add +6.8% 11,670 $2.7M
Dohj, LLC 0.78% Reduce -2.0% 11,721 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.12% — 11,711 $2.7M
Quadrant Capital Group LLC 0.10% Add +20.1% 11,709 $2.7M
Hartline Investment Corp./ 0.31% Reduce -12.1% 11,703 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.6% 11,681 $2.7M
Beta Wealth Group, Inc. 0.97% Reduce -40.3% 11,591 $2.7M
Monograph Wealth Advisors, LLC 0.33% Add +0.1% 11,562 $2.6M
Field & Main Bank 0.86% Reduce -1.4% 11,500 $2.6M
Correct Capital Wealth Management 0.51% Add +8.4% 11,481 $2.6M
Sonora Investment Management Group, LLC 0.19% Add +0.2% 11,475 $2.6M
Argyle Capital Management, LLC 0.94% Reduce -1.7% 11,377 $2.6M
1832 Asset Management L.P. 0.00% Reduce -38.5% 11,352 $2.6M
CGN Advisors LLC 0.23% Add +1.0% 11,347 $2.6M
IMC-Chicago, LLC 0.06% New 11,246 $2.6M
Aster Capital Management (DIFC) Ltd 0.58% Add +414.1% 11,181 $2.6M
Capital Investment Advisors, LLC 0.04% Add +5.9% 11,148 $2.6M
IAM Advisory, LLC 0.61% Add +0.1% 11,098 $2.5M
Aldebaran Financial Inc. 2.80% Add +1.5% 11,064 $2.5M
Harbour Investments, Inc. 0.06% Add +1.7% 11,020 $2.5M
AlphaCore Capital LLC 0.10% Add +10.7% 11,019 $2.5M
YHB Investment Advisors, Inc. 0.19% Add +1.8% 11,009 $2.5M
Rydar Equities, Inc. 1.99% — 10,997 $2.5M
Harvest Fund Management Co., Ltd 0.12% Add +92.2% 11,159 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -6.5% 10,907 $2.5M
Littlejohn Financial Services, Inc. 1.92% Reduce -1.9% 10,883 $2.5M
Centric Wealth Management 0.59% Add +14.8% 10,585 $2.5M
Delta Asset Management LLC 0.22% Reduce -2.0% 10,851 $2.5M
Orser Capital Management, LLC 1.76% Reduce -2.6% 10,803 $2.5M
Ballentine Partners, LLC 0.04% Add +3.4% 10,689 $2.4M
Chicago Partners Investment Group LLC 0.07% Add +13.9% 10,695 $2.4M
Insight Wealth Strategies, LLC 0.31% Reduce -9.2% 10,588 $2.4M
IFP Advisors, Inc 0.07% Reduce -5.0% 9,828 $2.4M
Adapt Wealth Advisors, LLC 1.08% No change 10,560 $2.4M
Parsons Capital Management Inc. 0.15% Add +1.9% 10,522 $2.4M
Baldwin Investment Management, LLC 0.29% No change 10,486 $2.4M
AMF Tjanstepension AB 0.02% No change 10,436 $2.4M
GFS Advisors, LLC 0.33% No change 10,450 $2.4M
TKG Advisors, LLC 1.07% Reduce -0.6% 10,442 $2.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.96% Add +203.7% 10,437 $2.4M
Accretive Wealth Partners, LLC 0.78% Add +1.0% 10,394 $2.4M
Ancora Advisors LLC 0.05% Add +1.3% 10,375 $2.4M
Confluence Wealth Services, Inc. 0.13% Add +0.6% 10,365 $2.4M
LMCG Investments, LLC 0.15% Add +1.6% 10,316 $2.4M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -0.2% 10,262 $2.3M
Weaver Capital Management LLC 0.58% Reduce -1.5% 10,250 $2.3M
Hunter Associates Investment Management LLC 0.35% Reduce -3.0% 10,214 $2.3M
RMR Wealth Builders 0.21% Add +5.7% 10,152 $2.3M
WT Wealth Management 0.69% Add +13.1% 10,135 $2.3M
AE Wealth Management LLC 0.02% Reduce -62.8% 10,129 $2.3M
Outfitters Financial LLC 1.97% Reduce -10.7% 10,109 $2.3M
Farringdon Capital, Ltd. 0.77% Add +358.4% 10,075 $2.3M
Inceptionr LLC 0.53% Add +26.7% 10,016 $2.3M
LGT Group Foundation 0.03% Reduce -8.6% 10,016 $2.3M
Kingswood Wealth Advisors, LLC 0.18% Add +30.3% 10,000 $2.3M
Norris Perne & French LLP 0.16% Add +1.0% 9,931 $2.3M
Kampmann Melissa S. 1.70% Add +25.5% 9,905 $2.3M
VestGen Advisors, LLC 0.09% Reduce -53.6% 9,859 $2.3M
Rothschild Investment LLC 0.14% Reduce -5.5% 9,841 $2.3M
GAMMA Investing LLC 0.14% Add +19.1% 9,818 $2.2M
Great Valley Advisor Group, Inc. 0.05% Add +2.6% 9,787 $2.2M
MFG Wealth Management, Inc. 1.89% Add +0.5% 9,779 $2.2M
Redmond Asset Management, LLC 0.53% Reduce -8.2% 9,698 $2.2M
Schulhoff & Co. Inc. 0.98% Add +0.0% 9,694 $2.2M
Azzad Asset Management Inc. 0.24% Add +0.8% 9,647 $2.2M
Adirondack Trust Co. 0.80% Reduce -9.3% 9,637 $2.2M
Canton Hathaway, LLC 0.45% No change 9,593 $2.2M
Walleye Trading LLC 0.05% New 9,587 $2.2M
Bell Bank 0.10% Reduce -0.0% 9,581 $2.2M
Meeder Advisory Services, Inc. 0.11% Add +7.1% 9,559 $2.2M
Constitution Capital LLC 1.11% Add +25.1% 9,485 $2.2M
JGP Wealth Management, LLC 0.26% Add +4.0% 9,464 $2.2M
Zevenbergen Capital Investments LLC 0.04% Add +30.4% 9,430 $2.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -40.2% 9,374 $2.1M
Columbia Asset Management 0.42% No change 9,335 $2.1M
Flagship Harbor Advisors, LLC 0.10% Reduce -0.5% 9,301 $2.1M
Cohen Klingenstein LLC 0.07% No change 9,300 $2.1M
One Capital Management, LLC 0.07% Reduce -0.9% 9,296 $2.1M
Zions Bancorporation, National Association 0.11% Reduce -3.1% 9,296 $2.1M
Summit Trail Advisors, LLC 0.04% Add +2.8% 9,242 $2.1M
Sowell Financial Services LLC 0.09% Add +0.3% 9,234 $2.1M
Mechanics Bank Trust Department 0.30% Reduce -15.0% 9,192 $2.1M
Signaturefd, LLC 0.04% Add +3.7% 9,177 $2.1M
Wellington Shields & Co., LLC 0.59% Reduce -0.3% 9,162 $2.1M
Mission Wealth Management, LP 0.05% Reduce -0.5% 9,153 $2.1M
Patrick M Sweeney & Associates, Inc. 1.44% Reduce -0.1% 9,216 $2.1M
Garner Asset Management Corp 0.97% Reduce -8.9% 9,146 $2.1M
Mitchell Sinkler & Starr 1.00% Add +1.4% 9,130 $2.1M
SteelPeak Wealth, LLC 0.08% Add +1.4% 9,122 $2.1M
Fox Run Management, L.L.C. 0.35% Add +55.7% 9,076 $2.1M
Norden Group LLC 0.23% Add +4.6% 9,062 $2.1M
Hudson Canyon Capital Management 1.29% Reduce -2.1% 9,029 $2.1M
CW Advisors, LLC 0.02% Add +67.2% 8,975 $2.1M
Sound View Wealth Advisors Group, LLC 0.15% Add +0.2% 8,959 $2.1M
Strategic Wealth Partners, Ltd. 0.16% — 8,931 $2.0M
IHT Wealth Management, LLC 0.06% Add +0.9% 8,928 $2.0M
Fayez Sarofim & Co 0.00% Reduce -1.5% 8,899 $2.0M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -9.0% 8,807 $2.0M
Godshalk Welsh Capital Management, Inc. 1.24% Reduce -0.5% 8,790 $2.0M
Oak Asset Management, LLC 0.72% No change 8,787 $2.0M
Vestmark Advisory Solutions, Inc. 0.03% Add +26.1% 8,747 $2.0M
Farther Finance Advisors, LLC 0.04% Add +13.7% 8,746 $2.0M
Institute for Wealth Management, LLC. 0.22% Reduce -2.6% 8,737 $2.0M
Principal Securities, Inc. 0.04% Add +63.6% 8,714 $2.0M
Kathmere Capital Management, LLC 0.15% Add +0.1% 8,697 $2.0M
Gotham Asset Management 0.01% Add +63.9% 8,654 $2.0M
Sky Investment Group LLC 0.35% No change 8,598 $2.0M
Nvwm, LLC 0.47% Add +3.1% 8,596 $2.0M
Trillium Asset Management, LLC 0.05% Reduce -12.2% 8,549 $2.0M
Paragon Private Wealth Management, LLC 0.78% Reduce -2.0% 8,544 $2.0M
Kirtland Hills Capital Management, LLC 0.90% Add +11.5% 8,537 $2.0M
Aspen Investment Management Inc 0.82% Reduce -0.1% 8,532 $2.0M
Private Trust Co. NA 0.19% Add +3.9% 8,518 $1.9M
Armstrong Advisory Group, Inc. 0.15% Reduce -3.1% 8,476 $1.9M
Graypoint LLC 0.11% Add +0.0% 8,471 $1.9M
Gsa Capital Partners LLP 0.14% New 8,458 $1.9M
SG Americas Securities, LLC 0.01% Reduce -95.5% 8,410 $1.9M
MBM Wealth Consultants, LLC 0.51% Reduce -2.9% 8,397 $1.9M
Waldron Private Wealth LLC 0.08% Reduce -0.9% 8,391 $1.9M
HMS Capital Management, LLC 0.87% Reduce -6.6% 8,387 $1.9M
Leonteq Securities AG 0.11% Add +5.7% 8,385 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +2.1% 8,367 $1.9M
Generali Asset Management SPA SGR 0.04% Reduce -65.9% 8,307 $1.9M
AlphaQuest LLC 0.19% Reduce -19.7% 8,304 $1.9M
HHM Wealth Advisors, LLC 0.23% No change 8,293 $1.9M
Meridian Wealth Management, LLC 0.08% Reduce -6.1% 8,285 $1.9M
O'Brien Greene & Co. Inc 0.62% No change 8,224 $1.9M
Oxbow Advisors, LLC 0.21% No change 8,183 $1.9M
Powers Advisory Group, LLC 0.82% Add +0.0% 8,138 $1.9M
Welch & Forbes LLC 0.02% Add +25.8% 8,134 $1.9M
Mufg Securities Americas Inc. 0.16% Add +25.5% 8,115 $1.9M
Legacy Financial Group LLC 0.26% Add +5.1% 8,066 $1.8M
Cim Investment Management Inc. 0.35% Reduce -0.4% 8,041 $1.8M
Compound Planning, Inc. 0.07% Reduce -0.7% 8,032 $1.8M
Stenger Family Office, LLC 0.47% — 7,900 $1.8M
Old National Bancorp 0.03% Reduce -7.0% 8,001 $1.8M
Arkadios Wealth Advisors 0.06% Add +7.8% 7,997 $1.8M
Garrison Point Advisors, LLC 0.84% Reduce -2.4% 7,980 $1.8M
OmniStar Financial Group, Inc. 1.37% Reduce -28.1% 7,979 $1.8M
Fiduciary Alliance LLC 0.14% Add +1.1% 7,976 $1.8M
Focus Financial Network, Inc. 0.07% Reduce -4.6% 7,934 $1.8M
Matrix Trust Co 0.29% Reduce -1.7% 7,916 $1.8M
Lederer & Associates Investment Counsel 1.20% Reduce -3.0% 7,908 $1.8M
West Family Investments, Inc. 0.47% Add +12.2% 7,897 $1.8M
Essex LLC 0.36% Reduce -0.3% 7,890 $1.8M
Gryphon Financial Partners LLC 0.23% Add +4.2% 7,857 $1.8M
Capital & Planning, LLC 1.22% Add +8.9% 7,856 $1.8M
Evoke Wealth, LLC 0.04% Reduce -4.8% 7,759 $1.8M
Geo Capital Gestora de Recursos Ltd 2.67% Reduce -42.8% 7,720 $1.8M
Castle Rock Wealth Management, LLC 0.41% Reduce -6.3% 7,787 $1.8M
Fisher Asset Management 0.00% Add +5.2% 7,684 $1.8M
Florida Trust Wealth Management Co 0.05% Add +37.0% 7,677 $1.8M
Blodgett Wealth Advisors, LLC 1.38% Reduce -1.8% 7,671 $1.8M
Dnca Finance 0.14% Reduce -71.8% 7,600 $1.7M
McRae Capital Management Inc. 0.36% Reduce -0.1% 7,595 $1.7M
RDA Financial Network 0.47% Add +2.3% 7,564 $1.7M
Kavar Capital Partners Group, LLC 0.25% Add +29.2% 7,544 $1.7M
Westbourne Investments, Inc. 0.92% Reduce -4.3% 7,519 $1.7M
111 Capital 0.30% New 7,507 $1.7M
Advanced Portfolio Management, LLC 4.80% New 7,500 $1.7M
Western Wealth Management, LLC 0.10% Add +1.0% 7,476 $1.7M
Bank of New Hampshire 0.43% Reduce -4.3% 7,472 $1.7M
Ironwood Investment Counsel, LLC 0.26% Reduce -2.0% 7,386 $1.7M
Luts & Greenleigh Group, Inc. 1.62% Add +0.0% 7,362 $1.7M
First Manhattan Co. Llc. 0.00% Add +5.2% 7,343 $1.7M
Aviance Capital Partners, LLC 0.22% No change 7,339 $1.7M
FRG Family Wealth Advisors LLC 0.29% Add +0.1% 7,336 $1.7M
Anb Bank 0.75% Reduce -1.9% 7,329 $1.7M
Tempus Wealth Planning, LLC 0.41% Add +6.0% 7,275 $1.7M
Vise Technologies, Inc. 0.07% — 7,219 $1.7M
Founders Financial Securities LLC 0.13% Add +2.3% 7,216 $1.7M
Comprehensive Financial Consultants Institutional, Inc. 0.54% Reduce -4.1% 7,186 $1.6M
Axq Capital, LP 0.53% Add +115.5% 7,178 $1.6M
United Capital Management of KS, Inc. 0.26% Reduce -3.7% 7,130 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +12.5% 7,088 $1.6M
Boston Trust Walden Corp 0.01% Add +0.3% 7,072 $1.6M
Nwam LLC 0.09% Add +5.2% 7,047 $1.6M
Evercore Wealth Management, LLC 0.03% No change 7,040 $1.6M
Susquehanna Portfolio Strategies, LLC 0.04% New 7,004 $1.6M
Hilltop Holdings Inc. 0.10% Reduce -10.9% 6,984 $1.6M
Ameritas Advisory Services, LLC 0.08% Reduce -22.6% 6,982 $1.6M
Algebris (uk) Ltd. 0.26% Reduce -31.3% 6,977 $1.6M
Integrity Alliance, Llc. 0.09% Reduce -49.2% 6,966 $1.6M
Prairie Sky Financial Group LLC 0.88% No change 6,962 $1.6M
HM Payson & Co. 0.03% Add +3.3% 6,936 $1.6M
Clear Creek Financial Management, LLC 0.15% Add +3.0% 6,933 $1.6M
American National Bank & Trust 0.16% Add +77.2% 6,873 $1.6M
Wealthspire Advisors, LLC 0.01% Add +0.4% 6,865 $1.6M
Unique Wealth, LLC 0.25% Add +0.7% 6,862 $1.6M
SCS Capital Management LLC 0.02% Reduce -4.3% 6,837 $1.6M
HBK Sorce Advisory LLC 0.04% Add +1.9% 6,834 $1.6M
Savvy Advisors, Inc. 0.10% Add +15.7% 6,828 $1.6M
Family Legacy Financial Solutions, LLC 1.32% — 6,791 $1.6M
Welch Group, LLC 0.06% Add +0.0% 6,790 $1.6M
WBH Advisory Inc. 0.13% Reduce -9.3% 6,741 $1.5M
Sava Infond d.o.o. 0.24% No change 6,740 $1.5M
Roman Butler Fullerton & Co. 0.45% Add +148.9% 6,697 $1.5M
Essex Financial Services, Inc. 0.10% Add +7.1% 6,693 $1.5M
Brighton Jones LLC 0.04% Reduce -2.7% 6,666 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -50.0% 6,662 $1.5M
Cannell & Spears LLC 0.03% Add +0.0% 6,660 $1.5M
Mengis Capital Management, Inc. 0.32% No change 6,598 $1.5M
Tandem Capital Management Corp. 0.76% Reduce -0.5% 6,583 $1.5M
Northwest Bancshares, Inc. 0.26% Reduce -4.0% 6,571 $1.5M
First Pacific Financial 0.22% Add +0.9% 6,563 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -9.0% 6,558 $1.5M
Smartleaf Asset Management LLC 0.13% Reduce -6.2% 6,567 $1.5M
Sagespring Wealth Partners, LLC 0.03% Reduce -2.2% 6,548 $1.5M
Harfst & Associates, Inc. 0.31% Add +125.3% 6,547 $1.5M
Segment Wealth Management, LLC 0.10% Add +10.9% 6,546 $1.5M
SouthState Bank Corp 0.07% Add +17.5% 6,538 $1.5M
Ofi Invest Asset Management 0.04% Reduce -13.8% 7,635 $1.5M
Dynasty Wealth Management, LLC 0.03% Reduce -0.7% 6,471 $1.5M
Blue Trust, Inc. 0.02% Add +12.8% 6,466 $1.5M
VeraBank, N.A. 0.30% Add +14.6% 6,455 $1.5M
Nations Financial Group Inc, /Ia/ 0.10% Add +4.3% 6,442 $1.5M
PKO Investment Management Joint-Stock Co 0.16% No change 6,412 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -3.9% 6,402 $1.5M
Vision Financial Markets LLC 1.38% No change 6,394 $1.5M
Sterling Investment Management, LLC 0.96% Reduce -0.4% 6,353 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.45% Add +25.9% 6,353 $1.5M
Richards, Merrill & Peterson, Inc. 0.69% Add +2.9% 6,349 $1.5M
Oddo BHF Asset Management Sas 0.06% Reduce -78.6% 6,340 $1.5M
Stiles Financial Services Inc 0.50% Reduce -6.4% 6,302 $1.4M
Fjell Capital, LLC 1.33% Add +2.0% 6,290 $1.4M
McDaniel Terry & Co. 0.12% No change 6,275 $1.4M
Thoroughbred Financial Services, LLC 0.10% Reduce -35.0% 6,271 $1.4M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -1.6% 6,268 $1.4M
Fca Corp. 0.43% Add +3.7% 6,259 $1.4M
WD Rutherford LLC 0.66% Add +2.4% 6,248 $1.4M
Moneta Group Investment Advisors LLC 0.02% Add +11.1% 6,244 $1.4M
Counterweight Ventures, LLC 0.93% Add +1.2% 6,237 $1.4M
Wedmont Private Capital 0.06% Add +1.3% 6,295 $1.4M
TD Private Client Wealth LLC 0.03% Reduce -12.8% 6,209 $1.4M
Fifth Third Wealth Advisors LLC 0.06% Add +2.8% 6,195 $1.4M
Baker Ellis Asset Management LLC 0.19% Reduce -1.6% 6,186 $1.4M
Checchi Capital Advisers, LLC 0.10% Reduce -7.1% 6,185 $1.4M
Equitable Trust Co. 0.07% No change 6,118 $1.4M
Birch Hill Investment Advisors LLC 0.06% No change 6,101 $1.4M
Strategic Blueprint, LLC 0.07% Reduce -5.7% 6,095 $1.4M
Whittier Trust Co. of Nevada Inc. 0.03% No change 6,077 $1.4M
NorthRock Partners, LLC 0.04% Add +2.5% 6,068 $1.4M
Silver Oak Securities, Incorporated 0.12% Reduce -30.0% 6,057 $1.4M
Wedgewood Investors Inc. 1.59% Reduce -0.1% 6,045 $1.4M
Venture Visionary Partners LLC 0.05% Reduce -0.6% 6,037 $1.4M
Commonwealth Retirement Investments LLC 0.53% Reduce -4.0% 6,037 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +43.4% 6,032 $1.4M
Trium Capital LLP 0.34% Reduce -24.8% 6,030 $1.4M
GPS Wealth Strategies Group, LLC 0.16% Reduce -2.8% 6,011 $1.4M
New England Research & Management, Inc. 0.65% Reduce -12.8% 5,985 $1.4M
Rehmann Capital Advisory Group 0.08% Add +4.4% 5,977 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +4.8% 5,976 $1.4M
Wolverine Trading, LLC 0.03% New 5,990 $1.4M
USA Financial Formulas 0.23% Add +361.6% 5,973 $1.4M
Boyar Asset Management Inc. 0.89% Reduce -2.5% 5,911 $1.4M
CHICAGO TRUST Co NA 0.19% Add +41.2% 5,862 $1.3M
InTrack Investment Management Inc 0.90% Add +0.8% 5,856 $1.3M
Saturna Capital Corp. 0.02% Add +199.9% 5,851 $1.3M
OneAscent Financial Services LLC 0.10% Add +8.0% 5,822 $1.3M
Capital Planning LLC 0.42% No change 5,800 $1.3M
PFG Investments, LLC 0.08% Reduce -0.7% 5,788 $1.3M
Diversified Trust Co. 0.03% Add +3.5% 5,783 $1.3M
Canada Post Corp Registered Pension Plan 0.08% New 5,778 $1.3M
Cobblestone Capital Advisors LLC 0.07% No change 5,771 $1.3M
Symphony Financial, Ltd. Co. 0.17% New 6,104 $1.3M
Motiv8 Investments LLC 0.81% Add +12.5% 5,761 $1.3M
Quadcap Wealth Management, LLC 0.17% Add +0.2% 5,761 $1.3M
Corundum Group, Inc. 0.58% Add +0.6% 5,752 $1.3M
Advisory Alpha, LLC 0.04% Add +0.5% 5,745 $1.3M
Westover Capital Advisors, LLC 0.26% Reduce -2.9% 5,739 $1.3M
Veracity Capital LLC 0.45% Add +0.4% 5,716 $1.3M
Two Sigma Securities, LLC 0.16% Add +164.4% 5,704 $1.3M
BayBridge Capital Group, LLC 0.84% Reduce -4.7% 5,688 $1.3M
Okabena Investment Services Inc. 0.29% No change 5,677 $1.3M
Guerra Advisors Inc 0.61% Add +21.2% 5,666 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.72% No change 5,582 $1.3M
Franklin Street Advisors Inc. 0.08% Add +28.0% 5,642 $1.3M
FAS Wealth Partners, Inc. 0.10% Add +0.2% 5,627 $1.3M
MTM Investment Management, LLC 0.43% Add +0.1% 5,620 $1.3M
Monument Capital Management 0.33% Add +2.7% 5,593 $1.3M
Detalus Advisors, LLC 0.37% Reduce -1.3% 5,581 $1.3M
Advisor OS, LLC 0.13% Add +9.7% 5,573 $1.3M
Addison Capital Co 0.44% Add +1.5% 5,550 $1.3M
Elevation Point Wealth Partners, LLC 0.10% Add +138.3% 5,534 $1.3M
AAFMAA Wealth Management & Trust LLC 0.52% New 5,521 $1.3M
Stance Capital LLC 0.47% New 5,502 $1.3M
CreativeOne Wealth, LLC 0.03% Add +15.7% 5,501 $1.3M
Qtron Investments LLC 0.16% Reduce -18.7% 5,498 $1.3M
Hartford Financial Management Inc. 0.34% Reduce -84.6% 5,489 $1.3M
Laffer Tengler Investments, Inc. 0.27% Add +424.7% 5,488 $1.3M
Piscataqua Savings Bank 1.05% Reduce -0.5% 5,480 $1.3M
Callahan Advisors, LLC 0.11% Add +0.6% 5,475 $1.3M
Pekin Hardy Strauss, Inc. 0.14% Reduce -5.0% 5,472 $1.3M
CWA Asset Management Group, LLC 0.05% Reduce -4.8% 5,418 $1.2M
Ceeto Capital Group, LLC 0.43% Add +23.0% 5,351 $1.2M
Valmark Advisers, Inc. 0.02% Add +1.0% 5,337 $1.2M
Rogco, LP 0.46% Reduce -7.4% 5,318 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.75% Reduce -1.1% 5,301 $1.2M
Angeles Wealth Management, LLC 0.08% Add +35.2% 5,292 $1.2M
JSF Financial, LLC 0.28% Add +10.8% 5,229 $1.2M
Heritage Wealth Management, Inc. 0.38% No change 5,162 $1.2M
WealthTrust Axiom LLC 0.35% No change 5,158 $1.2M
Spire Wealth Management 0.04% Reduce -35.8% 5,144 $1.2M
Brooklyn Investment Group 0.15% Add +38.7% 5,140 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -79.3% 5,133 $1.2M
Caldwell Sutter Capital, Inc. 0.53% No change 5,099 $1.2M
GW Henssler & Associates Ltd. 0.06% Add +1.0% 5,089 $1.2M
HUB Investment Partners, LLC 0.04% Add +15.6% 5,057 $1.2M
Leigh Baldwin & Co., LLC 0.76% Reduce -0.5% 5,040 $1.2M
Mayflower Financial Advisors, LLC 0.16% Reduce -1.4% 5,032 $1.2M
Retirement Guys Formula LLC 0.43% Add +8.6% 5,003 $1.1M
Barbara Oil Co. 0.45% No change 5,000 $1.1M
Bank of Nova Scotia Trust Co. 0.11% Add +0.8% 4,952 $1.1M
Silvercrest Asset Management Group LLC 0.01% Add +8.4% 4,940 $1.1M
Comprehensive Financial Planning, Inc. 0.89% Add +6.2% 4,912 $1.1M
Fulton Bank, N.A. 0.04% Reduce -0.6% 4,904 $1.1M
Rexford Capital Inc. 0.93% — 4,898 $1.1M
MWA Asset Management 0.68% Add +2.9% 4,889 $1.1M
Lebenthal Global Advisors, LLC 0.21% Reduce -2.1% 4,879 $1.1M
Catalyst Capital Advisors LLC 0.02% Reduce -1.5% 4,878 $1.1M
Cassia Capital Partners, LLC 0.67% Reduce -1.6% 4,866 $1.1M
High Net Worth Advisory Group LLC 0.29% Add +0.3% 4,860 $1.1M
Magnus Financial Group LLC 0.10% Add +3.8% 4,847 $1.1M
XML Financial, LLC 0.10% Reduce -3.8% 4,835 $1.1M
FourThought Financial Partners, LLC 0.11% Add +1.3% 4,833 $1.1M
Signal Advisors Wealth, LLC 0.09% Reduce -24.4% 4,823 $1.1M
Founders Financial Alliance, LLC 0.25% Reduce -3.5% 4,809 $1.1M
Avestar Capital, LLC 0.08% Add +12.1% 4,805 $1.1M
Community Bank, N.A. 0.14% Add +5.6% 4,782 $1.1M
Impact Investors, Inc 0.77% Add +11.1% 4,781 $1.1M
Moseley Investment Management Inc. 0.38% Add +238.7% 4,779 $1.1M
Milestone Asset Management, LLC 0.23% Reduce -2.7% 4,721 $1.1M
Mainsail Financial Group, LLC 0.50% Add +1.1% 4,757 $1.1M
IVC Wealth Advisors LLC 0.52% Add +1.6% 4,689 $1.1M
Townsquare Capital LLC 0.10% Reduce -87.2% 4,680 $1.1M
Fidelis Capital Partners, LLC 0.10% Add +0.5% 4,619 $1.1M
Profund Advisors LLC 0.04% Add +22.2% 4,671 $1.1M
Simplex Trading, LLC 0.03% New 4,659 $1.1M
Lanark Financial, Inc. 0.09% Add +2.1% 4,658 $1.1M
Phoenix Financial Ltd. 0.01% Add +158.9% 4,657 $1.1M
Journey Strategic Wealth LLC 0.03% Add +32.0% 4,650 $1.1M
Smith, Moore & Co. 0.09% Add +13.9% 4,646 $1.1M
Titleist Asset Management, LLC 0.10% Reduce -52.8% 4,599 $1.1M
Syon Capital LLC 0.07% Add +4.6% 4,560 $1.0M
J. W. Coons Advisors, LLC 0.24% No change 4,550 $1.0M
Vancity Investment Management Ltd 0.13% Add +9.8% 4,538 $1.0M
Foguth Wealth Management, LLC. 0.22% Reduce -1.0% 4,525 $1.0M
Scientech Research LLC 0.25% New 4,482 $1.0M
Sculati Wealth Management, LLC 0.38% Add +149.2% 4,463 $1.0M
BOK Financial Private Wealth, Inc. 0.07% Reduce -1.3% 4,455 $1.0M
Astoria Portfolio Advisors LLC. 0.29% Reduce -0.2% 4,406 $1.0M
Hudson Bay Capital Management LP 0.01% New 4,424 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +1.2% 4,419 $1.0M
Secure Asset Management, LLC 0.19% Reduce -3.2% 4,414 $1.0M
First Merchants Corp. 0.04% No change 4,401 $1.0M
Werlinich Asset Management, LLC 0.55% No change 4,390 $1.0M
Capital Investment Counsel, LLC 0.16% No change 4,384 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -4.7% 4,376 $1.0M
2UniFi Bank 0.57% Add +9.0% 4,370 $1000K
Country Club Bank 0.06% Reduce -5.4% 4,377 $999K
Rwa Wealth Partners, LLC 0.01% Reduce -4.3% 4,365 $999K
Linscomb Wealth, Inc. 0.05% Reduce -1.0% 4,362 $998K
Moneco Advisors, LLC 0.09% Reduce -5.8% 4,354 $996K
GC Wealth Management RIA, LLC 0.08% Add +75.6% 4,348 $995K
Laurion Capital Management LP 0.12% New 4,319 $988K
Cypress Asset Management Inc. 0.24% No change 4,306 $985K
Robbins Farley 0.46% Add +2.8% 4,303 $985K
Knuff & Co LLC 0.31% Add +98.3% 4,289 $981K
Cornerstone Wealth Management, LLC 0.06% Add +28.5% 4,270 $977K
Peachtree Investment Partners, LLC 0.37% Add +146.8% 4,268 $977K
Burney Co./ 0.03% Add +4.0% 4,265 $976K
MMBG Investment Advisors Co. 0.10% No change 4,260 $975K
Allen Investment Management, LLC 0.01% No change 4,250 $972K
Arete Wealth Advisors, LLC 0.07% Add +1.9% 4,246 $972K
Jacksonville Wealth Management, LLC 0.78% Add +0.1% 4,240 $970K
SkyView Investment Advisors, LLC 0.14% Add +2.5% 4,233 $966K
Friedenthal Financial 0.52% New 4,184 $957K
Buckley Wealth Management, LLC 0.29% Add +35.1% 4,184 $957K
Logan Capital Management Inc. 0.04% Add +0.0% 4,176 $955K
Verus Capital Partners, LLC 0.08% Add +4.3% 4,160 $952K
NCP Inc. 0.90% Reduce -9.0% 4,152 $950K
Curated Wealth Partners LLC 0.11% Reduce -1.2% 4,147 $949K
Dempze Nancy E 0.55% No change 4,142 $948K
Group One Trading LLC 0.03% Add +87.3% 4,121 $943K
Harbour Trust & Investment Management Co 0.10% Add +1.1% 4,120 $943K
McDonald Partners LLC 0.23% Add +0.0% 4,116 $942K
MRP Capital Investments, LLC 0.65% Reduce -5.2% 4,115 $942K
Capital Analysts, LLC 0.03% Add +6.4% 4,101 $938K
Generali Investments CEE, investicni spolecnost, a.s. 0.08% No change 4,090 $936K
W1M Investment Management Ltd 0.01% Add +8.2% 4,073 $932K
Kennedy Investment Group, Inc. 0.40% Reduce -0.1% 4,071 $932K
Dynamic Technology Lab Private Ltd 0.13% Add +151.6% 4,060 $929K
Frank, Rimerman Advisors LLC 0.06% Add +30.5% 4,044 $925K
Wolff Wiese Magana LLC 0.57% Add +8.9% 4,027 $921K
Transcend Capital Advisors, LLC 0.07% Reduce -11.3% 4,021 $920K
GM Advisory Group, LLC 0.05% Add +164.5% 4,005 $916K
V-Square Quantitative Management LLC 0.12% Reduce -30.8% 4,002 $916K
Rithm Capital Corp. 2.29% Reduce -20.0% 4,000 $915K
Financial Advocates Investment Management 0.07% Reduce -6.7% 3,999 $915K
Choate Investment Advisors 0.02% Reduce -0.6% 3,999 $915K
Kozak & Associates, Inc. 0.19% Add +3517.9% 4,052 $915K
Aberdeen Wealth Management LLC 0.60% No change 3,975 $910K
Verdence Capital Advisors LLC 0.06% Add +26.5% 3,964 $907K
Chapman Financial Group, LLC 0.77% — 3,963 $907K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -5.8% 3,956 $905K
Curi Capital, LLC 0.02% New 3,944 $902K
Bank Ozk 0.35% Reduce -2.8% 3,941 $902K
Creekmur Asset Management LLC 0.16% Add +12.8% 3,938 $901K
EverSource Wealth Advisors, LLC 0.04% Add +4.9% 3,934 $900K
SOL Capital Management CO 0.09% No change 3,935 $900K
Seamount Financial Group Inc. 0.46% Add +3.7% 3,931 $899K
Alamea Verwaltungs GmbH 0.67% Add +20.6% 3,917 $896K
Clarius Group, LLC 0.05% Add +14.8% 3,905 $894K
MIdWestOne Financial Group, Inc. 0.12% Reduce -7.7% 3,896 $891K
Coastal Bridge Advisors, LLC 0.07% New 3,894 $891K
CoreCap Advisors, LLC 0.04% Add +10.9% 3,886 $889K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -47.9% 3,876 $887K
Regatta Capital Group, LLC 0.15% Reduce -5.7% 3,858 $883K
Everett Harris & Co. 0.01% Add +14.4% 3,837 $878K
Mine & Arao Wealth Creation & Management, LLC. 0.39% Add +8.1% 3,813 $873K
Wulff, Hansen & Co. 0.75% No change 3,808 $871K
Gladstone Institutional Advisory LLC 0.04% Reduce -3.4% 3,804 $870K
Central Pacific Bank - Trust Division 0.12% Reduce -5.0% 3,800 $870K
Koa Wealth Management, LLC 0.69% Reduce -0.3% 3,781 $865K
Quantessence Capital LLC 0.25% New 3,778 $864K
Van Hulzen Asset Management, LLC 0.07% Add +1.9% 3,772 $863K
Investor's Fiduciary Advisor Network, LLC 0.32% Add +5.7% 3,750 $858K
Portside Wealth Group, LLC 0.13% Add +2.1% 3,748 $858K
NCM Capital Management, LLC 0.35% Add +0.0% 3,738 $855K
Assetmark, Inc. 0.00% Add +67.2% 3,733 $854K
Drive Wealth Management, LLC 0.19% Add +2.7% 3,719 $851K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +0.5% 3,707 $848K
Hardin Capital Partners, LLC 0.50% No change 3,700 $847K
Cigna Investments Inc. 0.14% Reduce -8.5% 3,695 $846K
Arthur M. Cohen & Associates, LLC 0.15% Add +12.8% 3,695 $845K
Larson Financial Group LLC 0.03% Add +19.8% 3,693 $845K
Avantax Planning Partners, Inc. 0.03% Add +0.4% 3,673 $841K
Geneos Wealth Management Inc. 0.02% Add +47.2% 3,668 $839K
KWB Wealth 0.10% Add +1.3% 3,607 $835K
Solidarity Wealth, LLC 0.19% Reduce -24.8% 3,639 $833K
Global Assets Advisory, LLC 0.32% Reduce -45.8% 3,632 $831K
First National Bank of Hutchinson 0.51% Reduce -2.0% 3,601 $824K
Howard Capital Management, LLC 0.01% Add +8.9% 3,587 $821K
Quest Investment Management LLC 0.09% New 3,580 $819K
HF Advisory Group, LLC 0.32% Reduce -5.8% 3,578 $819K
King Wealth Management Group 0.11% Add +0.0% 3,564 $816K
Bison Wealth, LLC 0.06% Add +14.6% 3,576 $811K
Ameritas Investment Partners, Inc. 0.03% No change 3,542 $811K
Mattern Capital Management, LLC 0.10% Add +17.2% 3,542 $810K
Northeast Financial Group, Inc. 0.26% Reduce -1.9% 3,540 $810K
Evergreen Capital Management LLC 0.02% Reduce -3.8% 3,539 $810K
Oak Thistle LLC 0.12% Reduce -2.2% 3,532 $808K
Howe & Rusling Inc. 0.06% Add +5.1% 3,527 $807K
Kintegral Advisory, LLC 0.07% Reduce -0.1% 3,520 $805K
Spinnaker Trust 0.05% Reduce -3.0% 3,504 $802K
Pine Valley Investments Ltd Liability Co 0.05% No change 3,494 $800K
MCF Advisors LLC 0.05% No change 3,476 $795K
Baker Tilly Wealth Management, LLC 0.28% Add +1.0% 3,465 $793K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +3.4% 3,464 $793K
Waterloo Capital, L.P. 0.06% Add +34.0% 3,461 $792K
Community Bank & Trust, Waco, Texas 0.18% Add +2.6% 3,446 $789K
Sawyer & Company, Inc 0.26% Add +39.4% 3,533 $787K
Morton Capital Management LLC 0.14% Add +5.8% 3,421 $783K
IMS Capital Management 0.37% Reduce -14.2% 3,421 $783K
Beacon Bank & Trust 0.18% No change 3,421 $783K
Bravias Capital Group, LLC 0.57% Add +0.3% 3,419 $782K
Finivi Inc. 0.53% New 3,415 $781K
Bond & Devick Financial Network, Inc. 0.26% Add +41.7% 3,400 $778K
Keel Point, LLC 0.05% Add +8.0% 3,382 $774K
Bill Few Associates, Inc. 0.22% Add +2.9% 3,370 $771K
Shepherd Financial Partners LLC 0.08% Add +0.0% 3,368 $771K
Glenview Trust Co 0.01% Add +5.1% 3,338 $764K
Alliance Wealth Advisors, LLC 0.41% No change 3,325 $761K
Ipsen Advisor Group LLC 0.57% Add +1.2% 3,299 $755K
Mosaic Family Wealth Partners, LLC 0.10% Reduce -2.5% 3,288 $752K
Bridgewater Advisors Inc. 0.06% Add +0.2% 3,184 $750K
Madison Asset Management, LLC 0.01% No change 3,275 $749K
First Foundation Advisors 0.03% Add +19.4% 3,272 $749K
Hohimer Wealth Management, LLC 0.13% No change 3,264 $747K
Fiduciary Family Office, LLC 0.24% Reduce -1.3% 3,262 $746K
Birchbrook, Inc. 0.40% Add +8042.5% 3,257 $745K
Davis R M Inc. 0.01% Reduce -0.9% 3,256 $745K
Good Life Advisors, LLC 0.05% Add +3.3% 3,256 $745K
Cozad Asset Management Inc. 0.07% No change 3,253 $744K
Claro Advisors Inc. 0.12% Reduce -10.5% 3,252 $744K
Chancellor Financial Group WB LP 0.58% Reduce -4.7% 3,250 $744K
Richwood Investment Advisors, LLC 0.61% Reduce -3.1% 3,250 $744K
Mechanics Financial Corp 0.32% Add +1.1% 3,241 $742K
Beaumont Financial Advisors, LLC 0.05% Reduce -3.1% 3,226 $738K
Mitchell McLeod Pugh & Williams Inc. 0.14% Add +0.2% 3,214 $735K
Kovack Advisors, Inc. 0.07% Reduce -15.2% 3,206 $734K
Insigneo Advisory Services, LLC 0.06% Reduce -34.2% 3,203 $733K
Asset Planning,Inc 0.55% Add +0.3% 3,203 $733K
Fire Capital Management LLC 0.47% Add +0.3% 3,201 $732K
Busey Bank 0.02% Reduce -4.2% 3,201 $732K
Quotient Wealth Partners, LLC 0.02% Reduce -4.3% 3,188 $729K
Lester Murray Antman dba SimplyRich 0.20% No change 3,178 $727K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.8% 3,160 $723K
Americana Partners, LLC 0.02% Add +0.2% 3,152 $721K
Murphy & Mullick Capital Management Corp 0.58% Add +13.1% 3,140 $720K
Modera Wealth Management, LLC 0.01% Reduce -0.8% 3,121 $714K
Trust Point Inc. 0.07% Add +102.0% 3,121 $714K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -13.1% 3,121 $714K
Orleans Capital Management Corp. 0.38% No change 3,117 $713K
Boston Research & Management Inc. 0.17% No change 3,090 $707K
Sage Mountain Advisors LLC 0.05% Add +23.1% 3,085 $706K
Panagora Asset Management Inc. 0.00% Reduce -74.0% 3,083 $705K
Lynch & Associates 0.14% New 3,080 $705K
J.Safra Asset Management Corp 0.05% Add +10.4% 3,080 $705K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 3,071 $703K
Vigilare Wealth Management 0.26% Add +80.4% 3,068 $702K
Shoker Investment Counsel, Inc. 0.22% Add +0.1% 3,065 $702K
Oakworth Capital, Inc. 0.05% Reduce -14.7% 3,055 $699K
Valtrion Capital Management, LLC 0.84% Add +0.0% 3,053 $698K
Avidian Wealth Enterprises, LLC 0.03% Add +4.2% 3,039 $695K
Orrstown Financial Services Inc. 0.15% Reduce -13.8% 3,036 $695K
Seneca House Advisors 0.30% Reduce -0.2% 3,035 $694K
Epoch Investment Partners, Inc. 0.00% No change 3,034 $694K
Connecticut Wealth Management, LLC 0.03% Reduce -0.3% 3,034 $694K
RFG Advisory, LLC 0.02% Reduce -52.8% 3,032 $694K
Westpac Banking Corp. 0.05% No change 3,028 $693K
Breed's Hill Capital LLC 0.33% Add +0.8% 3,024 $692K
SL Advisors, LLC 1.24% Reduce -60.9% 3,016 $690K
Core Wealth Partners LLC 0.35% No change 3,010 $689K
Board of the Pension Protection Fund 0.74% New 3,000 $686K
Wolverine Asset Management LLC 0.05% Reduce -78.6% 3,000 $686K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -0.8% 3,000 $686K
Stratos Investment Management, LLC 0.03% Add +1.9% 2,992 $685K
Auxano Advisors, LLC 0.16% Reduce -0.1% 2,983 $683K
Apella Capital, LLC 0.02% Add +4.4% 3,007 $682K
Ausdal Financial Partners, Inc. 0.05% Reduce -13.6% 2,972 $680K
Joel Isaacson & Co., LLC 0.03% No change 2,970 $680K
Cornerstone Advisory, LLC 0.07% Add +0.4% 2,968 $679K
SGL Investment Advisors, Inc. 0.33% Add +1.2% 3,012 $677K
Forum Financial Management, LP 0.01% Reduce -6.5% 2,936 $672K
Illumine Investment Management, LLC 0.53% No change 2,934 $671K
Legacy Wealth Asset Management, LLC 0.17% No change 2,932 $671K
Meyer Handelman Co. 0.02% Reduce -4.1% 2,925 $669K
Moloney Securities Asset Management, LLC 0.08% Reduce -3.1% 2,922 $669K
RW Investment Management LLC 0.07% No change 2,915 $667K
Central Valley Advisors, LLC 0.23% No change 2,912 $666K
Forza Wealth Management, LLC 0.27% No change 2,902 $664K
Alpine Woods Capital Investors, LLC 0.16% Reduce -7.8% 2,898 $663K
CMG Global Holdings, LLC 0.35% No change 2,909 $663K
Dogwood Wealth Management LLC 0.32% Reduce -5.7% 2,944 $662K
Douglas Lane & Associates, LLC 0.01% No change 2,886 $660K
Falcon Wealth Planning 0.07% No change 2,881 $659K
Successful Portfolios LLC 0.40% Reduce -0.3% 2,858 $654K
Mendel Money Management 0.29% Add +0.7% 2,853 $653K
Bradyco, Inc. 0.48% No change 2,849 $652K
Legacy Capital Group California, Inc. 0.18% Reduce -3.7% 2,849 $652K
Prescott Group Capital Management, L.L.C. 0.08% Add +24.9% 2,842 $650K
Herold Advisors, Inc. 0.14% Add +7.4% 2,835 $649K
Parkside Financial Bank & Trust 0.07% Add +22.8% 2,834 $648K
KLCM Advisors, Inc. 0.07% Add +0.3% 2,833 $648K
Sompo Asset Management Co., Ltd. 0.11% No change 2,830 $648K
GeoWealth Management, LLC 0.03% Add +0.2% 2,827 $647K
Marble Harbor Investment Counsel, LLC 0.07% No change 2,823 $646K
Atwood & Palmer Inc. 0.04% No change 2,805 $642K
Vision Capital Management, Inc. 0.08% No change 2,802 $641K
RD Lewis Holdings, Inc. 0.64% Reduce -0.8% 2,738 $639K
Trustmark Bank Trust Department 0.04% Add +61.7% 2,790 $638K
Xcel Wealth Management, LLC 0.18% Reduce -4.7% 2,764 $632K
Greatmark Investment Partners, Inc. 0.08% No change 2,750 $629K
Court Place Advisors, LLC 0.20% No change 2,731 $625K
Cahaba Wealth Management, Inc. 0.05% Reduce -7.0% 2,728 $624K
Keystone Financial Group 0.06% Add +9.4% 2,727 $624K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% No change 2,726 $624K
Moody National Bank Trust Division 0.06% Add +7.3% 2,691 $616K
Eldridge Investment Advisors, Inc. 0.13% No change 2,687 $615K
Badgley Phelps Wealth Managers, LLC 0.01% Add +0.7% 2,685 $614K
Cascades Capital Asset Management, LLC 0.32% Add +0.4% 2,671 $611K
Fort Point Capital Partners LLC 0.06% Add +1.1% 2,667 $610K
Private Wealth Asset Management, LLC 0.08% Reduce -0.7% 2,654 $607K
GS Investments, Inc. 0.27% No change 2,650 $606K
Waterway Wealth Management, LLC 0.18% New 2,647 $606K
Kuhn & Co Investment Counsel 0.46% No change 2,646 $605K
NFSG Corp 0.10% Reduce -1.2% 2,642 $604K
Modern Wealth Management, LLC 0.01% Add +23.6% 2,634 $603K
Pure Financial Advisors, LLC 0.01% Add +129.4% 2,631 $602K
Appleton Partners Inc. 0.04% Reduce -6.7% 2,632 $602K
SBI Securities Co., Ltd. 0.02% Reduce -7.0% 2,618 $599K
Van Cleef Asset Management,Inc 0.06% Add +0.0% 2,614 $598K
Ti-Trust, Inc. 0.40% No change 2,603 $596K
CTC Alternative Strategies, Ltd. 0.52% New 2,600 $595K
Baker Avenue Asset Management, LP 0.02% Reduce -86.6% 2,600 $595K
Intrua Financial, LLC 0.09% Add +2.0% 2,591 $593K
Crowley Wealth Management, Inc. 0.54% No change 2,590 $593K
Csenge Advisory Group 0.03% Add +6.0% 2,458 $592K
Ring Mountain Capital, LLC 0.36% No change 2,604 $592K
Alaethes Wealth, LLC 0.18% No change 2,574 $589K
Meridian Financial Advisors, LLC 0.38% Reduce -7.2% 2,571 $588K
Tributary Capital Management, LLC 0.05% Reduce -1.9% 2,565 $587K
Fieldview Capital Management, LLC 0.09% New 2,554 $584K
PDS Planning, Inc 0.04% Add +15.9% 2,551 $584K
StoneX Group Inc. 0.03% Add +18.3% 2,548 $583K
Goelzer Investment Management, Inc. 0.03% No change 2,546 $583K
Sanders Morris Harris LLC 0.14% No change 2,542 $582K
Parthenon LLC 0.07% Add +1.5% 2,538 $581K
Per Stirling Capital Management, LLC. 0.08% Add +0.0% 2,537 $581K
Weinberger Asset Management, Inc 0.22% Reduce -0.2% 2,529 $579K
Old Second National Bank of Aurora 0.13% Add +2.4% 2,523 $577K
Duncan Williams Asset Management, LLC 0.18% Add +24.8% 2,520 $577K
Thomasville National Bank 0.04% Reduce -23.3% 2,513 $575K
Jennison Associates LLC 0.00% Reduce -5.6% 2,509 $574K
Latitude Advisors, LLC 0.29% Add +0.1% 2,508 $574K
Zullo Investment Group, Inc. 0.23% Add +0.2% 2,495 $571K
Compass Capital Corp. /Ma/ 0.27% Add +1.6% 2,492 $569K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 2,478 $567K
Wealth Dimensions Group, Ltd. 0.12% Add +1.1% 2,474 $566K
Factor Wealth Management LTD 0.15% Reduce -0.1% 2,458 $562K
Buska Wealth Management, LLC 0.15% Add +1.0% 2,450 $561K
Naviter Wealth, LLC 0.07% Reduce -6.7% 2,445 $559K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.1% 2,442 $559K
Marshall & Sterling Wealth Advisors Inc. 0.38% Reduce -1.4% 2,451 $559K
Stablepoint Partners, LLC 0.09% Reduce -0.9% 2,426 $555K
Primoris Wealth Advisors, LLC 0.38% Reduce -8.5% 2,414 $552K
AdvisorNet Financial, Inc 0.04% Add +0.1% 2,414 $552K
Fosun International Ltd 0.16% No change 2,401 $549K
Edgestream Partners, L.P. 0.02% Reduce -92.1% 2,397 $548K
JT Stratford LLC 0.08% Reduce -6.7% 2,396 $548K
Pitcairn Co. 0.04% Reduce -11.7% 2,392 $547K
Catalyst Financial Partners LLC 0.06% Reduce -5.6% 2,388 $546K
Element Squared LLC 0.34% — 2,380 $545K
KPP Advisory Services LLC 0.09% Reduce -0.6% 2,372 $543K
Wellington Shields Capital Management, LLC 0.09% Add +0.0% 2,372 $543K
Am Investment Strategies LLC 0.13% No change 2,369 $542K
Cordgrass Capital Advisors, LLC 0.15% Add +11.8% 2,366 $541K
Drake & Associates, LLC 0.13% Add +9.0% 2,357 $539K
Cassaday & Co Wealth Management LLC 0.01% Add +2.6% 2,353 $538K
Hudock, Inc. 0.09% Add +0.0% 2,349 $538K
Cape Ann Savings Bank 0.32% Add +45.1% 2,346 $537K
Formidable Asset Management, LLC 0.09% No change 2,317 $536K
Nicolet Advisory Services, LLC 0.05% Add +29.5% 2,342 $536K
Cardinal Point Capital Management ULC 0.04% Add +6.8% 2,324 $532K
Trust Co 0.06% Reduce -3.4% 2,320 $531K
Harrell Investment Partners, LLC 0.13% New 2,318 $530K
Maia Wealth LLC 0.10% Add +72.7% 2,316 $530K
Adell Harriman & Carpenter Inc. 0.04% Add +0.6% 2,314 $529K
Avior Wealth Management, LLC 0.02% Reduce -30.4% 2,310 $529K
Clearview Wealth Advisors LLC 0.37% Add +0.1% 2,306 $528K
Capital Investment Advisory Services, LLC 0.04% Reduce -0.8% 2,299 $526K
North Dallas Bank & Trust Co. 0.40% — 2,296 $525K
Syntegra Private Wealth Group, LLC 0.05% Add +2.0% 2,291 $524K
Stuart Chaussee & Associates, Inc. 0.12% No change 2,286 $523K
KMG Fiduciary Partners, LLC 0.04% No change 2,276 $521K
STAR Financial Bank 0.33% Reduce -5.6% 2,267 $519K
American Institute for Advanced Investment Management, LLP 0.36% Add +5.9% 2,250 $515K
Canandaigua National Bank & Trust Co. 0.05% Reduce -11.8% 2,250 $515K
J. Safra Sarasin Holding AG 0.01% Add +107.6% 2,250 $515K
Stratos Wealth Advisors, LLC 0.03% Add +8.6% 2,240 $513K
Southeast Asset Advisors, LLC 0.06% No change 2,235 $511K
Geneva Partners, LLC 0.20% Add +4.4% 2,234 $511K
Prasad Wealth Partners, LLC 0.15% Reduce -1.3% 2,234 $511K
Lewis Asset Management, LLC 0.24% New 2,221 $508K
Stevens Capital Management LP 0.14% Add +3.2% 2,219 $508K
Ethos Financial Group, LLC 0.04% Add +0.6% 2,220 $508K
Proficio Capital Partners LLC 0.03% Add +51.0% 2,206 $505K
Patron Partners, LLC 0.25% Reduce -0.9% 2,194 $502K
SlateStone Wealth, LLC 0.05% Reduce -4.4% 2,180 $499K
Benchmark Financial Wealth Advisors, LLC 0.16% Reduce -5.3% 2,178 $498K
CVA Family Office, LLC 0.07% Add +1.1% 2,178 $498K
Holderness Investments Co. 0.11% Reduce -0.2% 2,176 $498K
Nautilus Advisors LLC 0.36% Reduce -0.2% 2,175 $498K
Tradition Wealth Management, LLC 0.04% Add +0.1% 2,168 $496K
VSM Wealth Advisory, LLC 0.16% Reduce -0.4% 2,167 $496K
Etesian Wealth Advisors, Inc. 0.18% Reduce -2.2% 2,164 $495K
Viawealth, LLC 0.29% Reduce -4.6% 2,161 $494K
MPS Loria Financial Planners, LLC 0.15% Reduce -0.5% 2,157 $494K
Canopy Partners, LLC 0.18% Add +1.1% 2,156 $493K
Sawgrass Asset Management LLC 0.06% Add +11.2% 2,155 $493K
Tyche Wealth Partners LLC 0.10% Add +0.1% 2,149 $492K
Capital Management Associates, Inc 0.16% Reduce -50.1% 2,144 $491K
Peoples Financial Services Corp. 0.24% Reduce -25.8% 2,139 $489K
Aljian Capital Management, LLC 0.11% Add +0.1% 2,125 $486K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +20.5% 2,120 $485K
Quarry LP 0.12% Add +346.7% 2,113 $483K
Reliant Investment Partners, LLC 0.42% Add +5.3% 2,109 $483K
Merrion Investment Management Co, LLC 0.31% No change 2,100 $481K
Jeppson Wealth Management, LLC 0.17% Reduce -27.3% 2,092 $479K
Leo Wealth, LLC 0.04% Add +122.6% 2,090 $478K
McElhenny Sheffield Capital Management, LLC 0.13% Reduce -5.1% 2,085 $477K
Capital Advisors, Ltd. LLC 0.06% Add +0.1% 2,079 $476K
LRI Investments, LLC 0.04% Add +5.1% 2,073 $474K
Wealth Management Partners, LLC 0.17% Add +1.3% 2,081 $472K
Beese Fulmer Investment Management, Inc. 0.04% Add +26.2% 2,064 $472K
Arlington Trust Co LLC 0.09% Add +1.1% 2,060 $471K
GTS Securities LLC 0.02% Add +75.2% 2,055 $470K
Baring Financial LLC 0.35% Add +2.7% 2,050 $469K
Corient IA LP 0.28% Reduce -25.4% 2,050 $469K
Beck Mack & Oliver LLC 0.01% No change 2,048 $469K
Courier Capital LLC 0.03% Add +0.7% 2,047 $468K
Old North State Trust, LLC 0.32% Add +6.0% 2,043 $467K
Smithfield Trust Co 0.02% No change 2,040 $467K
ICONIQ Capital, LLC 0.01% Add +1.1% 2,037 $466K
Allegheny Financial Group 0.10% Add +0.3% 2,021 $463K
Johnson Financial Group, Inc. 0.02% Reduce -53.7% 2,013 $461K
Advyzon Investment Management, LLC 0.10% Add +4.2% 2,009 $460K
Gibson Wealth Advisors LLC 0.34% New 2,000 $458K
Johnson Bixby & Associates, LLC 0.06% No change 2,000 $458K
SummitTX Capital, L.P. 0.02% Reduce -80.9% 2,000 $458K
Crawford Investment Counsel Inc. 0.01% No change 1,997 $457K
Summit Financial Wealth Advisors, LLC 0.08% Reduce -19.2% 1,996 $457K
Vista Investment Partners Ii, LLC 0.22% Reduce -3.3% 1,995 $457K
Compton Wealth Advisory Group, LLC 0.12% No change 1,995 $457K
St Germain D J Co. Inc. 0.02% Add +17.7% 1,995 $456K
Ifrah Financial Services, Inc. 0.12% Reduce -0.9% 1,990 $455K
Notis-McConarty Edward 0.22% No change 1,990 $455K
First Nebraska Trust Co 0.04% No change 1,983 $454K
Baker Boyer National Bank 0.16% No change 1,979 $453K
Eubel Brady & Suttman Asset Management Inc. 0.06% Add +0.1% 1,974 $452K
HORAN Wealth, LLC 0.14% — 1,971 $451K
Lakeshore Financial Planning, Inc. 0.18% Add +0.1% 1,969 $451K
Legacy Capital Wealth Partners, LLC 0.10% Add +2.8% 1,967 $450K
Farmers & Merchants Trust Co of Chambersburg PA 0.14% Reduce -1.1% 1,968 $450K
Petix & Botte Co 0.11% Add +2.2% 1,964 $449K
PFG Advisors 0.02% Add +25.4% 1,961 $449K
Balboa Wealth Partners 0.09% Add +59.0% 1,957 $448K
Red Wave Investments LLC 0.15% Add +0.6% 1,956 $447K
Ledyard National Bank 0.04% Add +5.4% 1,954 $447K
Old West Investment Management, LLC 0.15% No change 1,952 $447K
Arvest Bank Trust Division 0.03% Reduce -0.7% 1,952 $447K
New Hampshire Trust 0.09% No change 1,950 $446K
Miller Financial Services LLC 0.57% Add +0.1% 1,946 $445K
Independent Solutions Wealth Management, LLC 0.09% Add +4.9% 1,939 $444K
Diligent Investors, LLC 0.10% Add +0.3% 1,932 $442K
Synergy Financial Group, LTD 0.32% Reduce -2.5% 1,926 $441K
Quaker Wealth Management, LLC 0.15% — 1,925 $440K
Private Capital Management, LLC 0.04% Reduce -8.8% 1,925 $440K
Stokes Family Office, LLC 0.05% Add +2.8% 1,921 $440K
Wealthspire Retirement, LLC 0.03% Add +0.5% 1,917 $439K
Values First Advisors, Inc. 0.24% Reduce -1.1% 1,915 $438K
Aspiriant, LLC 0.01% Reduce -0.4% 1,911 $437K
XY Planning Network, Inc. 0.15% New 1,910 $437K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -1.3% 1,904 $436K
Spirit of America Management Corp. 0.09% Add +26.7% 1,900 $435K
Cypress Wealth Services, LLC 0.08% Add +2.1% 1,897 $434K
Alpha Cubed Investments, LLC 0.02% Add +9.7% 1,895 $434K
Flagship Wealth Advisors, LLC 0.16% Add +0.2% 1,886 $431K
City State Bank 0.14% Reduce -0.2% 1,884 $431K
Amica Retiree Medical Trust 0.62% No change 1,883 $431K
Alta Advisers Ltd 0.15% No change 1,878 $430K
Dumont & Blake Investment Advisors LLC 0.11% No change 1,877 $429K
bLong Financial, LLC 0.33% No change 1,871 $428K
George Kaiser Family Foundation 0.06% Add +43.7% 1,865 $427K
Mark Sheptoff Financial Planning, LLC 0.23% Add +0.7% 1,862 $426K
Heritage Wealth Advisors 0.02% No change 1,858 $425K
Resolute Wealth Strategies, LLC 0.23% Reduce -0.3% 1,856 $425K
SkyOak Wealth, LLC 0.08% Reduce -4.3% 1,836 $420K
Crews Bank & Trust 0.07% Add +4.7% 1,835 $420K
First Western Trust Bank 0.02% No change 1,826 $418K
Trust Co of the South 0.07% Add +4.3% 1,815 $415K
Prestige Wealth Management Group LLC 0.08% Add +32.6% 1,807 $413K
L2 Asset Management, LLC 0.07% Add +5.5% 1,802 $412K
Azimuth Capital Investment Management LLC 0.02% No change 1,800 $412K
Severin Investments, LLC 0.39% Add +6.9% 1,798 $411K
Exchange Traded Concepts, LLC 0.01% Add +49.5% 1,797 $411K
MBA Advisors LLC 0.19% Add +2.0% 1,796 $411K
Partners Capital Investment Group, LLP 0.02% New 1,795 $411K
Personal Cfo Solutions, LLC 0.08% Add +6.0% 1,792 $410K
Soundwatch Capital LLC 0.07% New 411,004 $407K
American Trust 0.04% New 1,779 $407K
Philadelphia Trust Co. 0.03% No change 1,775 $406K
First Business Financial Services, Inc. 0.04% No change 1,759 $402K
Relyea Zuckerberg Hanson LLC 0.05% Add +4.2% 1,749 $400K
First County Bank 0.21% Add +52.7% 1,744 $399K
NBT Bank, N.A. 0.03% Reduce -7.9% 1,742 $399K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -7.5% 1,741 $398K
DRW Securities, LLC 0.03% New 1,763 $398K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.27% New 1,700 $398K
Yarbrough Capital, LLC 0.01% No change 1,735 $397K
Heritage Trust Co 0.05% Reduce -4.1% 1,734 $397K
FineMark National Bank & Trust 0.01% Add +5.2% 1,732 $396K
Forest Hill Capital, LLC 0.28% No change 1,730 $396K
Ranch Capital Advisors Inc. 0.17% Reduce -1.9% 1,721 $394K
Inspirion Wealth Advisors, LLC 0.05% Add +0.3% 1,713 $392K
Meridian Wealth Advisors, LLC 0.06% Add +0.1% 1,713 $392K
Baader Bank Aktiengesellschaft 0.03% Add +44.0% 1,797 $392K
Cary Street Partners Investment Advisory LLC 0.19% Add +6.2% 1,712 $392K
O'ROURKE & COMPANY, Inc 0.18% Reduce -1.3% 1,710 $391K
Truvestments Capital LLC 0.08% Reduce -0.5% 1,708 $391K
Hager Investment Management Services, LLC 0.23% Add +2.3% 1,704 $390K
Maple Capital Management, Inc. 0.03% Reduce -26.5% 1,703 $390K
Biltmore Family Office, LLC 0.07% No change 1,700 $389K
Bank of Stockton 0.12% Reduce -0.3% 1,696 $388K
Advisory Resource Group 0.07% Add +0.1% 1,693 $388K
Southland Equity Partners LLC 0.08% Reduce -4.0% 1,692 $387K
Certuity, LLC 0.04% Reduce -0.5% 1,689 $386K
Sterling Investment Advisors, Ltd. 0.08% Reduce -4.2% 1,686 $386K
Prairie Wealth Advisors, Inc. 0.16% No change 1,684 $385K
Resonant Capital Advisors, LLC 0.02% Add +6.2% 1,684 $385K
Plancorp, LLC 0.01% Add +7.1% 1,684 $385K
Total Clarity Wealth Management, Inc. 0.11% Add +21.6% 1,681 $385K
Calton & Associates, Inc. 0.07% New 1,680 $384K
Archford Capital Strategies, LLC 0.05% Add +0.2% 1,677 $384K
Putney Financial Group LLC 0.39% Reduce -7.7% 1,677 $384K
Foster Group, Inc. 0.01% Add +8.6% 1,676 $383K
Wimmer Associates 1, LLC 0.20% No change 1,675 $383K
Lavaca Capital LLC 0.16% Add +0.3% 1,670 $382K
Legacy Financial Advisors, Inc. 0.06% Reduce -0.9% 1,666 $381K
Rossmore Private Capital 0.04% Reduce -6.8% 1,660 $380K
Wealth Architects, LLC 0.04% Reduce -1.5% 1,659 $380K
Amplius Wealth Advisors, LLC 0.04% Reduce -0.1% 1,655 $379K
Leelyn Smith, LLC 0.06% Add +0.1% 1,653 $378K
3Chopt Investment Partners, LLC 0.09% Add +5.4% 1,652 $378K
Bragg Financial Advisors, Inc 0.01% Add +0.3% 1,651 $378K
Cannon Wealth Management Services, LLC 0.31% Reduce -22.9% 1,650 $378K
Cidel Asset Management Inc. 0.02% Add +3.3% 1,650 $378K
Flputnam Investment Management Co. 0.01% Add +9.9% 1,648 $377K
Cheviot Value Management, LLC 0.04% Add +29.5% 1,602 $377K
San Luis Wealth Advisors LLC 0.08% Add +0.2% 1,645 $376K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +8.9% 1,643 $376K
Investment Advisory Group, LLC 0.11% Add +0.1% 1,642 $376K
Gibbs Wealth Management 0.07% Add +8.8% 1,636 $374K
Stockman Wealth Management, Inc. 0.05% No change 1,631 $373K
Rockland Trust Co. 0.02% Reduce -1.8% 1,631 $373K
Allen Wealth Management, LLC 0.26% No change 1,626 $372K
Perennial Investment Advisors, LLC 0.04% Add +2.6% 1,612 $369K
Wetzel Investment Advisors, Inc. 0.17% Reduce -3.4% 1,611 $369K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +7.0% 1,609 $368K
Zhang Financial LLC 0.02% Add +14.8% 1,610 $368K
World Equity Group, Inc. 0.10% Reduce -53.8% 1,609 $368K
Carret Asset Management, LLC 0.04% No change 1,607 $368K
Auxier Asset Management LLC 0.05% No change 1,607 $368K
D.B. Root & Company, LLC 0.11% Add +3.0% 1,603 $367K
Bannerman Wealth Management Group, LLC 0.28% Add +2.6% 1,602 $367K
Blossom Wealth Management 0.65% Add +3.9% 1,602 $367K
D'Orazio & Associates, Inc. 0.05% Add +2.5% 1,601 $366K
Novem Group 0.05% Reduce -1.7% 1,600 $366K
Bayesian Capital Management, LP 0.06% New 1,600 $366K
First United Bank & Trust 0.13% No change 1,592 $364K
Moss Adams Wealth Advisors LLC 0.03% Add +5.3% 1,590 $364K
R Squared Ltd 0.20% Add +24.0% 1,587 $363K
Dana Investment Advisors, Inc. 0.01% Reduce -17.8% 1,585 $363K
Capital Advisors Wealth Management, LLC 0.06% Reduce -18.8% 1,582 $362K
AlphaStar Capital Management, LLC 0.03% Add +10.9% 1,582 $362K
Manchester Capital Management LLC 0.05% Add +2.0% 1,581 $362K
JFS Wealth Advisors, LLC 0.02% Add +172.9% 1,580 $361K
Versant Capital Management, Inc 0.05% Reduce -1.1% 1,577 $361K
LWM Advisory Services, LLC 0.25% No change 1,575 $360K
AEGON ASSET MANAGEMENT UK Plc 0.00% New 1,574 $360K
Silver Coast Investments LLC 0.13% Add +7.5% 1,569 $359K
PBMares Wealth Management LLC 0.07% Add +0.1% 1,568 $359K
Pinnacle Bancorp, Inc. 0.11% Reduce -8.5% 1,567 $359K
Rise Advisors, LLC 0.14% Reduce -7.3% 1,567 $358K
WESPAC Advisors, LLC 0.25% Add +0.1% 1,565 $358K
McAdam, LLC 0.02% Add +5.4% 1,562 $357K
Pinnacle West Asset Management, Inc. 0.25% Add +2.3% 1,555 $356K
Tilia Fiduciary Partners, Inc. 0.22% No change 1,555 $356K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 1,550 $355K
Rossby Financial, LCC 0.13% Add +23.0% 1,549 $355K
Aviso Wealth Management 0.17% Add +2.9% 1,546 $354K
Brighton Securities Corp. 0.19% Reduce -30.6% 1,541 $353K
Grove Bank & Trust 0.04% Reduce -15.3% 1,540 $352K
Diamant Asset Management, Inc. 0.27% Add +7.0% 1,530 $350K
LMG Wealth Partners, LLC 0.07% Add +0.3% 1,528 $350K
Tennessee Valley Asset Management Partners 0.09% Add +0.3% 1,527 $349K
Stonebridge Financial Group, LLC 0.03% Reduce -0.4% 1,527 $349K
KRS Capital Management, LLC 0.23% Reduce -1.6% 1,523 $348K
ARS Wealth Advisors Group, LLC 0.04% Reduce -0.8% 1,515 $347K
Creative Financial Designs Inc. 0.02% Add +2.5% 1,507 $345K
Ballast Advisors LLC 0.10% Add +2.9% 1,504 $344K
Princeton Global Asset Management LLC 0.06% Add +6.8% 1,501 $343K
Vaughan David Investments LLC 0.01% Add +3.1% 1,500 $343K
Bolthouse Investments, LLC 0.34% No change 1,496 $342K
Consolidated Portfolio Review Corp 0.05% Add +34.7% 1,491 $341K
Grove Street Fiduciary, LLC 0.16% No change 1,489 $341K
Tactive Advisors, LLC 0.11% — 1,486 $340K
Berger Financial Group, Inc 0.02% Reduce -3.1% 1,484 $340K
Argyle Capital Partners, LLC 0.28% No change 1,483 $339K
Cynosure Group, LLC 0.04% No change 1,479 $338K
Dunhill Financial, LLC 0.10% No change 1,477 $338K
Grandfield & Dodd, LLC 0.02% No change 1,475 $338K
Zacks Investment Management 0.00% Reduce -37.8% 1,474 $337K
Winthrop Advisory Group LLC 0.03% Add +37.3% 1,473 $337K
First Hawaiian Bank 0.05% No change 1,472 $337K
BlackDiamond Wealth Management, LLC 0.19% Reduce -3.4% 1,464 $335K
Westmount Partners, LLC 0.09% Add +0.3% 1,461 $334K
River Street Advisors LLC 0.14% No change 1,455 $333K
M.E. Allison & Co., Inc. 0.27% Add +1.2% 1,453 $332K
Broadway Wealth Solutions, Inc. 0.21% Reduce -1.8% 1,450 $332K
Oxford Asset Management LLP 0.11% New 1,445 $331K
Ascentis Independent Advisors 0.06% Reduce -14.2% 1,444 $330K
Berkeley Capital Partners, LLC 0.08% Add +1.4% 1,444 $330K
TFC Financial Management, Inc. 0.05% No change 1,443 $330K
Obsidian Personal Planning Solutions LLC 0.13% No change 1,441 $330K
Bridgefront Capital, LLC 0.09% New 1,437 $329K
Destiny Wealth Partners, LLC 0.04% New 1,437 $329K
Charles Schwab Trust Co 0.02% Add +2.1% 1,432 $328K
Sherbrooke Park Advisers LLC 0.14% New 1,431 $327K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,428 $327K
Powell Investment Advisors, LLC 0.12% No change 1,427 $327K
Global Financial Private Client, LLC 0.12% Add +7.0% 1,422 $325K
Aprio Wealth Management, LLC 0.04% Add +29.3% 1,421 $325K
IFG Advisory, LLC 0.02% Add +9.1% 1,420 $325K
Strategic Financial Services, Inc. 0.02% No change 1,413 $323K
Essex Bank 0.08% Add +12.0% 1,413 $323K
Carnegie Lake Advisors LLC 0.13% No change 1,412 $323K
Florida Financial Advisors, LLC 0.08% Add +16.1% 1,410 $323K
Frisch Financial Group, Inc. 0.08% Add +20.6% 1,407 $322K
Up Strategic Wealth Investment Advisors LLC 0.25% Reduce -3.7% 1,407 $322K
Hazlett, Burt & Watson, Inc. 0.13% Add +6.1% 1,398 $321K
Summit Asset Management, LLC 0.05% Reduce -20.6% 1,395 $319K
Nadler Financial Group, Inc. 0.03% Reduce -13.8% 1,394 $319K
Value Partners Investments Inc. 0.02% Add +34.5% 1,388 $318K
Colonial River Investments, LLC 0.14% Add +37.8% 1,407 $317K
FSM Wealth Advisors, LLC 0.05% Add +35.1% 1,393 $316K
Midland Wealth Advisors, LLC 0.02% Reduce -5.2% 1,380 $316K
Hilltop National Bank 0.08% — 1,379 $316K
Wendell David Associates Inc. 0.03% No change 1,378 $315K
Uhlmann Price Securities, LLC 0.22% New 1,377 $315K
Operose Advisors LLC 0.09% No change 1,373 $314K
Bryn Mawr Trust Advisors, LLC 0.02% Add +35.2% 1,364 $312K
PKS Advisory Services, LLC 0.08% Reduce -1.8% 1,364 $312K
Convergence Financial, LLC 0.05% New 1,364 $312K
Wealth Management Associates, Inc. 0.12% No change 1,363 $312K
Ade, LLC 0.17% No change 1,358 $311K
Brown, Lisle/Cummings, Inc. 0.08% Reduce -22.8% 1,356 $310K
Lynx Investment Advisory 0.20% Add +0.4% 1,355 $310K
Signature Estate & Investment Advisors LLC 0.01% Add +4.8% 1,347 $308K
Bey-Douglas LLC 0.18% Add +47.5% 1,347 $308K
South Plains Financial, Inc. 0.22% Add +1.5% 1,347 $308K
Fortune Financial Advisors, LLC 0.25% Reduce -0.7% 1,339 $306K
Alliance Wealth Advisors, LLC 0.07% Add +4.6% 1,339 $306K
Coordinated Financial Services, Inc. 0.21% — 1,337 $306K
Hamilton Capital, LLC 0.02% Add +7.9% 1,333 $305K
SYM FINANCIAL Corp 0.03% Add +0.4% 1,332 $305K
RAM Investment Partners, LLC 0.06% New 1,326 $303K
Somerville Kurt F 0.05% No change 1,325 $303K
Weaver Consulting Group 0.08% Add +0.1% 1,324 $303K
MFA Wealth Services 0.23% Add +1.3% 1,323 $303K
Broyhill Asset Management, LLC 0.28% No change 1,323 $303K
Visionary Wealth Advisors 0.02% Reduce -1.2% 1,320 $302K
Stableford Capital II LLC 0.11% Add +29.6% 1,314 $302K
Fiduciary Financial Group, LLC 0.05% Add +2.2% 1,319 $302K
Commonwealth Financial Services, LLC 0.06% Add +3.4% 1,315 $301K
Aspen Grove Capital, LLC 0.05% New 1,312 $300K
Genesee Capital Advisors, LLC 0.13% Add +0.3% 1,308 $299K
First Affirmative Financial Network 0.15% Reduce -19.2% 1,308 $299K
Ipswich Investment Management Co., Inc. 0.07% No change 1,300 $297K
Claris Financial LLC 0.22% Reduce -24.9% 1,297 $297K
Arrowroot Family Office, LLC 0.13% — 1,296 $296K
Strategic Wealth Investment Group, LLC 0.43% Add +6.8% 1,295 $296K
Chesapeake Wealth Management 0.10% Reduce -3.8% 1,285 $294K
Quent Capital, LLC 0.03% Add +13.3% 1,284 $294K
Mather Group, Llc. 0.00% Reduce -0.9% 1,283 $294K
Facet Wealth, Inc. 0.01% Add +20.6% 1,278 $293K
Northwest Wealth Management, LLC 0.05% Reduce -8.9% 1,280 $293K
Clifford Swan Investment Counsel LLC 0.01% Add +0.1% 1,271 $291K
Crewe Advisors LLC 0.04% Add +3.2% 1,270 $291K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +168.1% 1,260 $288K
Freestone Capital Holdings, LLC 0.01% Reduce -7.9% 1,252 $286K
Financial Insights, Inc. 0.10% No change 1,250 $286K
NORTHSTAR ASSET MANAGEMENT Co 0.07% Reduce -9.4% 1,250 $286K
Means Investment Co., Inc. 0.03% Add +0.1% 1,245 $285K
CLG LLC 0.09% Add +0.1% 1,244 $285K
Members Trust Co 0.01% New 1,240 $284K
West Michigan Advisors, LLC 0.08% Add +1.7% 1,240 $284K
Beacon Investment Advisors LLC 0.12% Add +0.1% 1,238 $283K
Inspire Investing, LLC 0.03% Reduce -9.7% 1,232 $282K
Paragon Capital Management Ltd 0.05% Add +0.2% 1,231 $282K
First Financial Corp. 0.13% Reduce -22.1% 1,231 $282K
Volterra Technologies LP 0.38% — 1,227 $281K
Bluespring Wealth Management, LLC 0.03% Reduce -1.1% 1,227 $281K
Capital Planning Advisors, LLC 0.04% Add +0.1% 1,226 $281K
Ironsides Asset Advisors, LLC 0.08% Reduce -5.4% 1,224 $280K
A&I Financial Services, LLC 0.16% No change 1,224 $280K
Trifecta Capital Advisors, LLC 0.05% Add +448.4% 1,223 $280K
New Covenant Trust Company, N.A. 0.25% No change 1,225 $280K
Woodward Diversified Capital, LLC 0.14% Reduce -7.9% 1,220 $279K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 1,217 $278K
Premier Path Wealth Partners, LLC 0.04% Add +13.3% 1,214 $278K
Sax Wealth Advisors, LLC 0.02% Add +18.6% 1,214 $278K
WNY Asset Management, LLC 0.03% Add +33.1% 1,207 $276K
First National Corp. /Ma/ 0.06% No change 1,206 $276K
Wayfinding Financial, LLC 0.12% Add +0.4% 1,198 $276K
Phillips Wealth Planners LLC 0.25% Reduce -1.3% 1,226 $276K
Childress Capital Advisors, LLC 0.07% Add +9.6% 1,205 $276K
Dividend Assets Capital, LLC 0.05% Reduce -5.1% 1,204 $275K
Payden & Rygel 0.02% No change 1,200 $275K
CRA Financial Services, LLC 0.04% Reduce -14.5% 1,198 $274K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,197 $274K
Lincoln Capital Corp. 0.10% Add +37.9% 1,191 $273K
Brooks, Moore & Associates, Inc. 0.15% No change 1,188 $272K
Quantum Financial Advisors, LLC 0.04% No change 1,190 $272K
Cookson Peirce & Co. Inc. 0.01% No change 1,186 $271K
MBB Public Markets I LLC 0.03% Reduce -18.1% 1,180 $270K
Circle Wealth Management, LLC 0.01% Add +21.9% 1,178 $270K
WealthPlan Investment Management, LLC 0.02% Add +6.6% 1,173 $268K
Grant Street Asset Management, Inc. 0.06% No change 1,169 $268K
Gen-Wealth Partners Inc 0.10% Reduce -4.6% 1,169 $267K
PGIM Custom Harvest LLC 0.01% Reduce -2.9% 1,169 $267K
Argus Investors' Counsel, Inc. 0.19% Reduce -43.8% 1,168 $267K
1776 Wealth LLC 0.11% No change 1,163 $266K
Gitterman Wealth Management, LLC 0.06% Add +2.0% 1,163 $266K
Insight Advisors, LLC/ PA 0.04% Reduce -0.5% 1,160 $265K
Mindset Wealth Management, LLC 0.09% Add +4.5% 1,159 $265K
Sentry Investment Management LLC 0.15% No change 1,177 $265K
Key Client Fiduciary Advisors, LLC 0.11% Add +9.9% 1,157 $265K
Calydon Capital 0.03% New 1,156 $265K
Integrated Investment Consultants, LLC 0.05% New 1,152 $264K
LaFleur & Godfrey LLC 0.03% No change 1,152 $264K
Financial Futures Ltd Liability Co. 0.14% Reduce -9.9% 1,151 $263K
Whalerock Point Partners, LLC 0.06% Add +9.5% 1,148 $263K
Trilogy Capital Inc. 0.01% Reduce -2.9% 1,147 $262K
Avantra Family Wealth, Inc. 0.22% No change 1,145 $262K
Tobam 0.10% Reduce -62.1% 1,132 $259K
Camden National Bank 0.04% Reduce -6.5% 1,129 $258K
Opinicus Capital, Inc. 0.20% Add +0.4% 1,126 $258K
Winch Advisory Services, LLC 0.06% Add +0.2% 1,125 $257K
A. D. Beadell Investment Counsel, Inc. 0.20% No change 1,125 $257K
Diversified Enterprises, LLC 0.02% Add +14.3% 1,122 $257K
Compass Ion Advisors, LLC 0.03% Add +0.3% 1,121 $256K
Pasadena Private Wealth, LLC 0.04% No change 1,118 $256K
Boothbay Fund Management, LLC 0.01% Add +11.1% 1,118 $256K
Cove Private Wealth, LLC 0.09% New 1,117 $256K
Mirador Capital Partners LP 0.04% Reduce -2.2% 1,116 $255K
HC Advisors, LLC 0.18% No change 1,112 $254K
GenTrust, LLC 0.01% Add +1.2% 1,110 $254K
Excalibur Management Corp. 0.10% No change 1,106 $253K
Brady Family Wealth, LLC 0.08% New 1,106 $253K
Alpha Zero LLC 0.16% Add +21.4% 1,104 $253K
Voya Financial Advisors, Inc. 0.03% New 1,105 $252K
First National Bank Sioux Falls 0.09% Reduce -40.4% 1,102 $252K
Washington Trust Advisors, Inc. 0.02% No change 1,098 $251K
Wealth Alliance, LLC 0.03% Add +3.9% 1,097 $251K
S&co Inc. 0.02% No change 1,100 $251K
Graves Light Lenhart Wealth, Inc. 0.03% No change 1,095 $250K
Financial Guidance Group, Inc. 0.12% No change 1,092 $250K
Nilsine Partners, LLC 0.03% Add +7.0% 1,090 $249K
Mairs & Power Inc. 0.00% Reduce -3.5% 1,088 $249K
Bangor Savings Bank 0.02% No change 1,085 $248K
Pflug Koory, LLC 0.13% Reduce -2.3% 1,084 $248K
Cahill Financial Advisors Inc. 0.03% New 1,083 $248K
Kanawha Capital Management LLC 0.02% Reduce -4.4% 1,082 $248K
Clarus Wealth Advisors 0.11% Reduce -7.0% 1,101 $248K
Trivium Point Advisory, LLC 0.03% Add +0.8% 1,079 $247K
Vertex Planning Partners, LLC 0.05% Add +0.8% 1,077 $246K
PharVision Advisers, LLC 0.35% New 1,077 $246K
Resolute Advisors LLC 0.06% Add +1.4% 1,076 $246K
Archer Investment Corp 0.06% No change 1,075 $246K
North Star Asset Management Inc. 0.01% Reduce -2.3% 1,075 $246K
United Advisor Group, LLC 0.04% Add +6.5% 1,074 $246K
Soltis Investment Advisors LLC 0.02% New 1,073 $245K
NewSquare Capital LLC 0.02% Add +137.7% 1,072 $245K
Peregrine Asset Advisers, Inc. 0.08% Add +9.2% 1,068 $244K
First National Bank & Trust Co. of Newtown 0.05% No change 1,068 $244K
Quantum Private Wealth, LLC 0.08% Reduce -14.0% 1,061 $243K
Breakwater Capital Group 0.04% No change 1,061 $243K
Ewa, LLC 0.08% Add +3.6% 1,058 $242K
Beaird Harris Wealth Management, LLC 0.02% Reduce -22.1% 1,056 $242K
Fiduciary Group, LLC 0.02% Reduce -9.4% 1,054 $241K
Spirepoint Private Client, LLC 0.03% Reduce -0.1% 1,051 $240K
Warren Street Wealth Advisors, LLC 0.08% Add +8.8% 1,045 $239K
Silvant Capital Management LLC 0.01% No change 1,044 $239K
Enterprise Financial Services Corp 0.13% Add +4.0% 1,044 $239K
Wealth Watch Advisors, INC 0.14% New 186 $238K
Texas Yale Capital Corp. 0.01% No change 1,040 $238K
Portfolio Design Labs, LLC 0.05% Reduce -25.9% 1,039 $238K
One Day In July LLC 0.02% Reduce -8.1% 1,038 $238K
MV Capital Management, Inc. 0.02% Reduce -4.7% 1,036 $237K
Capital Square, LLC 0.13% No change 1,047 $237K
GHP Investment Advisors, Inc. 0.01% Add +26.6% 1,032 $236K
Blueshift Asset Management, LLC 0.07% Reduce -47.9% 1,029 $235K
Navellier & Associates Inc. 0.03% Add +0.2% 1,026 $235K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -12.8% 1,023 $234K
Bensler, LLC 0.03% New 1,021 $234K
D. Scott Neal, Inc. 0.12% No change 1,017 $233K
Selective Wealth Management, Inc. 0.08% No change 1,029 $232K
Five Oceans Advisors 0.10% Add +0.7% 1,015 $232K
BCS Wealth Management 0.05% Add +5.4% 1,015 $232K
Seed Wealth Management, Inc. 0.17% No change 1,012 $232K
FLC Capital Advisors 0.05% New 1,012 $232K
SMART Wealth LLC 0.07% New 1,011 $231K
Charter Research & Investment Group, Inc. 0.17% Reduce -3.8% 1,010 $231K
Cromwell Holdings LLC 0.14% No change 1,010 $231K
Providence First Trust Co 0.08% New 1,009 $231K
Hilton Capital Management, LLC 0.02% Reduce -8.7% 1,008 $231K
Rodgers Brothers Inc. 0.03% No change 1,008 $231K
Ridgewood Investments LLC 0.10% No change 1,006 $230K
Kellett Wealth Advisors, LLC 0.15% No change 1,002 $229K
Meridian Financial Partners LLC 0.11% No change 1,000 $229K
Alan B Lancz & Associates, Inc. 0.23% No change 1,000 $229K
North Capital, Inc. 0.20% No change 1,000 $229K
Millstone Evans Group, LLC 0.16% No change 1,000 $229K
Clay Northam Wealth Management, LLC 0.15% No change 1,000 $229K
Sterneck Capital Management, LLC 0.12% No change 1,000 $229K
Websterrogers Financial Advisors, LLC 0.07% No change 1,000 $229K
Gratus Wealth Advisors, LLC 0.03% No change 1,000 $229K
Centurion Wealth Management LLC 0.07% New 999 $229K
ORG Partners LLC 0.05% Add +46.8% 998 $228K
Cornerstone Wealth Group, LLC 0.02% Add +4.0% 996 $228K
Human Investing LLC 0.04% No change 995 $228K
Retirement Planning Group, LLC 0.01% New 992 $227K
Patten & Patten Inc. 0.01% Reduce -7.5% 991 $227K
Altus Wealth Group LLC 0.10% No change 989 $226K
Financial Perspectives, Inc 0.07% No change 987 $226K
Impact Capital Partners LLC 0.07% Add +1.4% 985 $225K
Sage Advisors, LLC 0.16% New 985 $225K
German American Bancorp, Inc. 0.02% Reduce -2.8% 982 $225K
Bath Savings Trust Co 0.02% Reduce -2.4% 981 $224K
Autumn Glory Partners, LLC 0.10% No change 980 $224K
Gables Capital Management Inc. 0.11% No change 979 $224K
Sigma Investment Counselors Inc. 0.01% Add +1.7% 978 $224K
MinichMacGregor Wealth Management, LLC 0.05% Add +2.1% 977 $224K
ABN AMRO Bank N.V. 0.00% No change 972 $223K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -0.5% 976 $223K
Watts Gwilliam & Co., LLC 0.04% No change 1,034 $223K
Banque Transatlantique SA 0.01% Add +13.4% 970 $223K
Elevatus Welath Management 0.07% Reduce -10.1% 974 $223K
Longboard Asset Management, LP 0.55% No change 974 $223K
Revolve Wealth Partners, LLC 0.03% Add +1.0% 973 $223K
one8zero8, LLC 0.05% Reduce -9.0% 971 $222K
Vectors Research Management, LLC 0.08% No change 970 $222K
Sivia Capital Partners, LLC 0.08% Reduce -6.2% 969 $222K
Profit Investment Management, LLC 0.20% No change 969 $222K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.3% 969 $222K
MADDEN SECURITIES Corp 0.08% No change 966 $221K
Patton Fund Management, Inc. 0.05% New 964 $221K
Harbor Investment Advisory, LLC 0.02% No change 963 $220K
Penobscot Investment Management Company, Inc. 0.02% No change 958 $219K
NWF Advisory Services Inc. 0.03% No change 958 $219K
CYBER HORNET ETFs LLC 0.16% Reduce -1.6% 955 $219K
Semus Wealth Partners LLC 0.14% Add +0.3% 956 $219K
Caitong International Asset Management Co., Ltd 0.16% New 952 $218K
Apexium Financial, LP 0.01% Add +5.9% 951 $218K
Creegan & Nassoura Financial Group, LLC 0.14% No change 950 $217K
Lumbard & Kellner, LLC 0.09% No change 950 $217K
Endeavor Private Wealth, Inc. 0.10% Reduce -7.7% 949 $217K
Blalock Williams, LLC 0.22% Reduce -2.4% 949 $217K
James J. Burns & Company, LLC 0.04% No change 949 $217K
GDS Wealth Management 0.02% No change 948 $217K
Pallas Capital Advisors LLC 0.01% New 947 $217K
Virtus Advisers, LLC 0.14% No change 945 $216K
AllSquare Wealth Management LLC 0.12% No change 945 $216K
Greenfield Seitz Capital Management, LLC 0.08% No change 944 $216K
Empirical Asset Management, LLC 0.07% Reduce -1.3% 940 $215K
Optas, LLC 0.04% Reduce -58.0% 940 $215K
CFM Wealth Partners LLC 0.03% No change 937 $214K
TFR Capital, LLC. 0.08% Add +1.2% 935 $214K
Prosperity Financial Group, Inc. 0.09% Add +0.7% 934 $214K
Birch Financial Group, LLC 0.17% Add +3.8% 934 $214K
Sovereign Financial Group, Inc. 0.04% Add +0.5% 928 $212K
Gateway Wealth Partners, LLC 0.04% No change 923 $211K
Lake Street Private Wealth, LLC 0.03% New 922 $211K
Castle Wealth Management LLC 0.08% No change 919 $210K
Leith Wheeler Investment Counsel Ltd. 0.01% No change 917 $210K
SLT Holdings LLC 0.16% New 915 $209K
Resurgent Financial Advisors LLC 0.12% Add +2.9% 915 $209K
Second Line Capital, LLC 0.05% Reduce -9.8% 915 $209K
Meadow Creek Wealth Advisors LLC 0.14% Add +3.2% 912 $209K
Sloy Dahl & Holst, LLC 0.03% No change 910 $208K
US Asset Management LLC 0.18% No change 904 $207K
Fourpath Capital Management, LLC 0.03% No change 901 $206K
Denver Wealth Management, Inc. 0.09% Add +0.1% 901 $206K
Meridian Wealth Partners, LLC 0.03% Add +1.2% 900 $206K
Sonata Capital Group Inc. 0.08% No change 900 $206K
Biltmore Wealth Management, LLC 0.08% No change 900 $206K
E Fund Management Co., Ltd. 0.01% Reduce -2.4% 900 $206K
Lecap Asset Management Ltd. 0.07% New 899 $206K
Fingerlakes Wealth Management, Inc. 0.15% Add +0.3% 898 $205K
MQS Management LLC 0.11% New 897 $205K
Lazari Capital Management, Inc. 0.08% No change 896 $205K
Prelude Capital Management, LLC 0.02% Reduce -12.1% 896 $205K
Gleason Group, Inc. 0.02% Add +0.3% 895 $205K
Earned Wealth Advisors, LLC 0.04% New 894 $205K
Sunbelt Securities, Inc. 0.02% Reduce -35.4% 1,013 $204K
Threadgill Financial, LLC 0.11% Reduce -0.6% 892 $204K
Tsfg, LLC 0.04% Add +0.1% 889 $204K
Arax Advisory Partners 0.01% Add +23.5% 884 $202K
Sherman Asset Management, Inc. 0.18% No change 883 $202K
Financial Security Advisor, Inc. 0.05% Add +0.1% 883 $202K
Headland Capital, LLC 0.06% Reduce -2.5% 882 $202K
Flynn Zito Capital Management, LLC 0.08% Add +0.3% 877 $201K
Marathon Capital Management 0.05% No change 875 $200K
Eagle Global Advisors LLC 0.01% No change 875 $200K
Seeds Investor LLC 0.05% Reduce -29.4% 875 $200K
Venturi Wealth Management, LLC 0.01% Reduce -25.9% 869 $199K
Deseret Mutual Benefit Administrators 0.09% No change 866 $198K
Rosenberg Matthew Hamilton 0.05% Reduce -29.8% 851 $195K
Golden State Wealth Management, LLC 0.02% Add +7.6% 849 $194K
Nalls Sherbakoff Group, LLC 0.14% Reduce -3.8% 839 $192K
Opal Wealth Advisors, LLC 0.05% Add +144.0% 832 $190K
Hanson & Doremus Investment Management 0.02% Add +24.6% 805 $184K
Hills Bank & Trust Co 0.01% No change 800 $183K
Beutel, Goodman & Co Ltd. 0.00% No change 800 $183K
Barrett & Company, Inc. 0.07% No change 792 $181K
Asset Dedication, LLC 0.01% Reduce -0.8% 787 $180K
Twin Peaks Wealth Advisors, LLC 0.06% New 769 $179K
Valley National Advisers Inc. 0.03% Reduce -0.1% 780 $178K
Evelyn Partners Investment Management Services Ltd 0.03% No change 776 $178K
Granite FO LLC 0.10% No change 770 $176K
Clean Yield Group 0.05% No change 751 $172K
Catherine Avery Investment Management LLC 0.13% No change 750 $172K
Centaurus Financial, Inc. 0.01% Reduce -0.7% 745 $170K
GW&K Investment Management, LLC 0.00% Add +3.0% 733 $168K
Centricity Wealth Management, LLC 0.13% No change 708 $162K
First Community Trust NA 0.13% No change 700 $160K
Concord Wealth Partners 0.02% No change 698 $160K
First Command Advisory Services, Inc. 0.00% Reduce -43.5% 696 $159K
Hemington Wealth Management 0.02% Reduce -1.2% 677 $154K
Mascoma Wealth Management LLC 0.04% No change 660 $151K
Strategic Investment Solutions, Inc. 0.05% Add +265.6% 658 $151K
Evelyn Partners Investment Management LLP 0.00% Reduce -12.2% 650 $149K
Montag A & Associates Inc. 0.01% No change 612 $140K
Tradewinds Capital Management, LLC 0.03% No change 606 $139K
Briaud Financial Planning Inc 0.05% No change 585 $133K
Cornerstone National Bank & Trust Co 0.06% No change 578 $132K
Sound Income Strategies, LLC 0.01% Reduce -1.7% 572 $131K
High Note Wealth, LLC 0.03% No change 571 $131K
Painted Porch Advisors LLC 0.05% Reduce -29.9% 570 $130K
Y.D. More Investments Ltd 0.01% New 570 $130K
Essex Investment Management Co. LLC 0.02% No change 567 $130K
Delos Wealth Advisors, LLC 0.10% New 565 $129K
IMG Wealth Management, Inc. 0.10% Add +2.8% 553 $127K
Salomon & Ludwin, LLC 0.01% No change 562 $126K
Elevation Wealth Partners, LLC 0.05% No change 544 $125K
Garde Capital, Inc. 0.01% Add +0.4% 537 $123K
Darwin Wealth Management, LLC 0.04% Add +0.8% 535 $123K
Vermillion Wealth Management, Inc. 0.06% No change 516 $118K
Osterweis Capital Management Inc. 0.01% Add +273.7% 512 $117K
Kentucky Trust Co 0.07% No change 500 $114K
Ramirez Asset Management, Inc. 0.02% No change 500 $114K
Avalon Trust Co 0.01% No change 500 $114K
Wood Tarver Financial Group, LLC 0.03% No change 500 $114K
Covestor Ltd 0.07% Reduce -21.2% 488 $112K
Plante Moran Financial Advisors, LLC 0.01% No change 488 $112K
Pacifica Partners Inc. 0.05% No change 487 $111K
Estabrook Capital Management 0.02% Reduce -40.6% 454 $104K
Key Financial Inc 0.02% Add +18.4% 450 $103K
Citizens National Bank Trust Department 0.02% No change 450 $103K
Albion Financial Group 0.01% New 444 $102K
Abound Wealth Management 0.03% Add +0.2% 441 $101K
Dagco, Inc. 0.03% Add +4230.0% 433 $99K
TruNorth Capital Management, LLC 0.02% Reduce -52.1% 430 $98K
Adalta Capital Management LLC 0.05% No change 425 $97K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +73.8% 424 $97K
IMA Advisory Services, Inc. 0.01% Add +3.9% 424 $97K
IAG Wealth Partners, LLC 0.01% No change 423 $97K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.2% 422 $97K
Physician Wealth Advisors, Inc. 0.02% Add +8.5% 421 $96K
Sittner & Nelson, LLC 0.04% No change 420 $96K
CNB Bank 0.05% No change 419 $96K
Pandora Wealth, Inc. 0.06% No change 400 $92K
Investors Research Corp 0.02% No change 400 $92K
Cedar Mountain Advisors, LLC 0.02% Add +0.3% 393 $90K
Medallion Wealth Advisors, LLC 0.03% No change 385 $88K
Centerpoint Advisors, LLC 0.03% Add +0.8% 373 $85K
Valued Wealth Advisors LLC 0.04% Add +2.5% 363 $83K
Midwest Capital Advisors, LLC 0.04% No change 363 $83K
Raffa Wealth Management, LLC 0.02% Add +113.6% 361 $83K
LMR Partners LLP 0.00% New 357 $82K
Byrne Asset Management LLC 0.06% No change 351 $80K
Towne Trust Company, N.A 0.03% No change 347 $79K
Pin Oak Investment Advisors Inc. 0.07% Add +760.0% 344 $79K
Activest Wealth Management 0.02% Reduce -6.0% 342 $78K
Financial Freedom, LLC 0.04% Add +0.3% 342 $78K
Fairscale Capital, LLC 0.06% Add +93.2% 340 $78K
Hughes Financial Services, LLC 0.01% Reduce -3.5% 336 $78K
Pension & Wealth Management Advisors, Inc. 0.03% Add +31.6% 337 $77K
Itau Unibanco Holding S.A. 0.00% Reduce -19.2% 337 $77K
Maseco LLP 0.00% — 327 $75K
Sarver Vrooman Wealth Advisors 0.05% No change 326 $75K
Tower View Wealth Management LLC 0.04% Add +0.3% 320 $73K
CoreFirst Bank & Trust 0.04% New 320 $73K
Security National Bank 0.01% Add +8.6% 316 $72K
TD Capital Management LLC 0.01% Add +12.5% 315 $72K
Scarborough Advisors, LLC 0.01% New 311 $71K
Capula Management Ltd 0.00% Reduce -16.0% 305 $70K
Thompson Investment Management, Inc. 0.01% New 300 $69K
Westside Investment Management, Inc. 0.01% Add +73.8% 299 $69K
Bollard Group LLC 0.00% Add +0.3% 295 $68K
FSA Wealth Management LLC 0.03% No change 296 $68K
Tortoise Investment Management, LLC 0.01% Add +5.4% 294 $67K
WealthCollab, LLC 0.04% Add +52.6% 290 $66K
ESL Trust Services, LLC 0.01% Reduce -4.6% 290 $66K
Beacon Capital Management, LLC 0.01% Add +15.2% 288 $66K
Boyd Watterson Asset Management LLC 0.02% Reduce -30.2% 268 $61K
Gladwyn Financial Advisors, Inc. 0.04% — 253 $58K
Hollencrest Capital Management 0.00% No change 249 $57K
Summit Securities Group LLC 0.02% New 247 $57K
Puff Wealth Management, LLC 0.09% New 52,335 $52K
New Age Alpha Advisors, LLC 0.00% Add +17.0% 227 $52K
Disciplina Capital Management LLC 0.01% Add +0.5% 222 $51K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 219 $50K
Prudent Man Investment Management, Inc. 0.03% No change 248 $50K
SJS Investment Consulting Inc. 0.01% Reduce -5.2% 217 $50K
Binnacle Investments Inc 0.03% No change 214 $49K
True Wealth Design, LLC 0.02% Add +14.5% 213 $49K
WPG Advisers, LLC 0.04% Reduce -24.3% 212 $49K
DHJJ Financial Advisors, Ltd. 0.02% No change 211 $48K
Twin Lakes Capital Management, LLC 0.03% Add +0.5% 204 $47K
Perkins Coie Trust Co 0.01% No change 200 $46K
Longview Financial Advisors LLC 0.03% No change 193 $44K
Cherry Tree Wealth Management, LLC 0.01% Reduce -5.5% 189 $43K
Vestor Capital, LLC 0.00% Reduce -97.8% 691 $43K
Holos Integrated Wealth LLC 0.03% No change 182 $43K
Quest 10 Wealth Builders, Inc. 0.04% Add +109.0% 186 $43K
Country Trust Bank 0.00% No change 185 $42K
Richardson Financial Services Inc. 0.03% Add +1.7% 177 $40K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 176 $40K
Loomis Sayles & Co. L P 0.00% New 176 $40K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -13.4% 175 $40K
Blue Bell Private Wealth Management, LLC 0.01% No change 174 $40K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -8.3% 166 $38K
Dynamic Wealth Strategies, LLC 0.03% No change 166 $38K
United Community Bank 0.01% No change 162 $37K
Cape Investment Advisory, Inc. 0.01% Reduce -16.6% 156 $36K
Vega Investment Solutions 0.01% Reduce -99.0% 154 $35K
Redwood Park Advisors LLC 0.03% Reduce -86.8% 152 $35K
Kennebec Savings Bank 0.03% Reduce -28.9% 150 $34K
Addison Advisors LLC 0.01% No change 150 $34K
General Partner, Inc. 0.02% No change 145 $33K
Financial Management Professionals, Inc. 0.00% Reduce -7.1% 144 $33K
Main Street Group, LTD 0.01% No change 137 $31K
Global Trust Asset Management, LLC 0.02% Add +4.9% 128 $29K
Fortitude Family Office, LLC 0.01% Reduce -1.5% 128 $29K
CGC Financial Services, LLC 0.01% No change 125 $29K
Global Wealth Strategies & Associates 0.01% Reduce -10.1% 125 $29K
Rialto Wealth Management, LLC 0.01% Add +6.0% 123 $28K
Ogorek Anthony Joseph /NY/ 0.01% No change 125 $28K
Lowe Wealth Advisors, LLC 0.01% No change 122 $28K
West Branch Capital LLC 0.01% No change 120 $27K
MPWM Advisory Solutions, LLC 0.02% Reduce -10.4% 120 $27K
YANKCOM Partnership 0.01% No change 120 $27K
Westend Capital Management, LLC 0.01% No change 118 $27K
Atticus Wealth Management, LLC 0.01% Reduce -49.6% 118 $27K
Centennial Bank 0.01% New 117 $27K
Carolina Wealth Advisors, LLC 0.01% No change 115 $26K
SWAN Capital LLC 0.01% No change 113 $26K
Roxbury Financial LLC 0.02% Add +0.9% 111 $25K
Bruce G. Allen Investments, LLC 0.02% No change 110 $25K
Sachetta, LLC 0.01% Add +13.5% 109 $25K
Rational Advisors, Inc. 0.00% New 108 $25K
Fairway Wealth LLC 0.01% Reduce -40.3% 105 $24K
JDM Financial Group LLC 0.01% No change 103 $24K
Nemes Rush Group LLC 0.00% Reduce -23.3% 102 $23K
Union Savings Bank 0.01% No change 100 $23K
Hurley Capital, LLC 0.02% New 100 $23K
PFS Partners, LLC 0.01% No change 100 $23K
Fourth Dimension Wealth, LLC 0.01% No change 100 $23K
JNBA Financial Advisors 0.00% No change 100 $23K
Bogart Wealth, LLC 0.00% Add +31.6% 100 $23K
Park Square Financial Group, LLC 0.02% Add +8.8% 99 $23K
Louisbourg Investments Inc. 0.01% Reduce -19.5% 99 $23K
Transce3nd, LLC 0.01% No change 89 $20K
Bell Investment Advisors, Inc 0.00% Add +17.1% 89 $20K
Fortis Group Advisors, LLC 0.00% Add +76.0% 88 $20K
Avion Wealth 0.00% Add +40.0% 91 $20K
DT Investment Partners, LLC 0.00% No change 86 $20K
Roble, Belko & Company, Inc 0.00% No change 84 $19K
Solstein Capital, LLC 0.01% New 81 $19K
Maryland Capital Advisors Inc. 0.01% No change 80 $18K
Evermay Wealth Management LLC 0.00% No change 80 $18K
Howard Hughes Medical Institute 0.01% New 78 $18K
Kessler Investment Group, LLC 0.01% No change 74 $17K
Riggs Asset Managment Co. Inc. 0.00% Add +140.0% 72 $16K
Bank & Trust Co 0.01% No change 72 $16K
LFA - Lugano Financial Advisors SA 0.01% New 72 $16K
American Capital Advisory, LLC 0.01% Add +7.6% 71 $16K
Evolution Wealth Management Inc. 0.02% — 69 $16K
CBIZ Investment Advisory Services, LLC 0.00% Add +65.8% 68 $16K
Cornerstone Planning Group LLC 0.00% Reduce -67.0% 66 $15K
Team Financial Group, LLC 0.01% New 65 $15K
1248 Management, LLC 0.01% No change 64 $15K
Blume Capital Management, Inc. 0.00% Add +93.5% 60 $14K
Highline Wealth Partners LLC 0.00% Reduce -1.8% 55 $13K
Sierra Ocean, LLC 0.01% No change 54 $12K
Whipplewood Advisors, LLC 0.01% Add +1250.0% 54 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -10.0% 54 $12K
Essential Partners LLC 0.00% — 53 $12K
Aventura Private Wealth, LLC 0.01% No change 52 $12K
Park Place Capital Corp 0.00% Add +183.3% 51 $12K
Pacific Center for Financial Services 0.00% Add +2.0% 51 $12K
Minot DeBlois Advisors LLC 0.01% No change 50 $11K
Missouri Trust & Investment Co 0.00% No change 50 $11K
Iron Horse Wealth Management, LLC 0.00% No change 50 $11K
Meeder Asset Management Inc. 0.00% Reduce -64.8% 50 $11K
Horizons Wealth Management 0.01% No change 49 $11K
Strengthening Families & Communities, LLC 0.01% Add +370.0% 47 $11K
Aspect Partners, LLC 0.01% Reduce -11.3% 47 $11K
Access Investment Management LLC 0.00% — 47 $11K
Fiduciary Wealth Partners, LLC 0.01% Reduce -97.6% 46 $11K
Financial Network Wealth Advisors LLC 0.01% No change 43 $10K
Alerus Financial NA 0.00% New 42 $10K
Curio Wealth, LLC 0.00% Add +4000.0% 41 $9K
Morse Asset Management, Inc 0.00% Reduce -14.9% 40 $9K
Rakuten Securities, Inc. 0.00% Add +34.6% 35 $8K
Alpine Bank Wealth Management 0.00% Reduce -54.5% 35 $8K
Stephens Consulting, LLC 0.00% Add +25.9% 34 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 34 $8K
Indiana Trust & Investment Management Co 0.00% No change 33 $8K
Penserra Capital Management LLC 0.00% Reduce -99.0% 33 $7K
WFA of San Diego, LLC 0.01% — 30 $7K
Northwest Capital Management Inc 0.00% Reduce -51.6% 30 $7K
Bellevue Asset Management, LLC 0.00% No change 29 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 29 $7K
WealthTrak Capital Management LLC 0.01% Add +31.8% 29 $7K
DecisionPoint Financial, LLC 0.00% Add +45.0% 29 $7K
Greykasell Wealth Strategies, Inc. 0.00% No change 28 $6K
Cranbrook Wealth Management, LLC 0.00% No change 27 $6K
Proffitt & Goodson Inc. 0.00% No change 27 $6K
Bernard Wealth Management Corp. 0.00% No change 26 $6K
Hoese & Co LLP 0.00% No change 26 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 26 $6K
1620 Investment Advisors, Inc. 0.00% Add +316.7% 25 $6K
Gould Capital, LLC 0.00% No change 25 $6K
St. Johns Investment Management Company, LLC 0.00% New 25 $6K
Goodman Advisory Group, LLC 0.00% New 25 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 25 $6K
Total Investment Management Inc. 0.00% New 23 $5K
SOA Wealth Advisors, LLC. 0.00% Reduce -88.8% 23 $5K
Principia Wealth Advisory, LLC 0.00% Add +27.8% 23 $5K
Eq Wealth Advisors, LLC 0.00% No change 22 $5K
GFG Capital, LLC 0.00% New 21 $5K
Peterson Wealth Services 0.00% No change 20 $5K
Kilter Group LLC 0.00% New 19 $4K
Clark Wealth Partners 0.00% No change 18 $4K
Frazier Financial Advisors, LLC 0.00% No change 17 $4K
Robinswood Financial LLC 0.00% Add +13.3% 17 $4K
BankPlus Trust Department 0.00% Reduce -46.7% 16 $4K
Nova Wealth Management, Inc. 0.00% New 16 $4K
Parkworth Wealth Management, Inc. 0.00% Add +150.0% 15 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +87.5% 15 $3K
Bear Mountain Capital, Inc. 0.00% No change 15 $3K
Bare Financial Services, Inc 0.00% Add +600.0% 14 $3K
Clear Investment Research, LLC 0.00% Add +8.3% 13 $3K
Bellwether Advisors, LLC 0.00% No change 13 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 12 $3K
Talon Private Wealth, LLC 0.00% New 12 $3K
Ascentis Wealth Management, LLC 0.00% New 11 $3K
RMG Wealth Management LLC 0.00% — 11 $3K
Stone House Investment Management, LLC 0.00% New 10 $2K
Slocum, Gordon & Co LLP 0.00% Reduce -94.4% 9 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 9 $2K
Signature Resources Capital Management, LLC 0.00% New 9 $2K
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $2K
Copia Wealth Management 0.00% No change 7 $2K
Anfield Capital Management, LLC 0.00% New 7 $2K
FWL Investment Management, LLC 0.00% New 7 $2K
Olistico Wealth, LLC 0.00% No change 6 $1K
Tidemark, LLC 0.00% Reduce -50.0% 5 $1K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -33.3% 4 $705
Horizon Financial Services, LLC 0.00% New 3 $686
PEAK6 LLC 0.00% No change 3 $608
Orion Capital Management LLC 0.00% No change 2 $458
MorganRosel Wealth Management, LLC 0.00% No change 1 $240
New Millennium Group LLC 0.00% Reduce -83.3% 1 $122

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