Waste ManagementWM

13F holders, Q3 2025 (September 30)
2,179holders −51
97new positions
140sold out
10famous investors
$220.68avg. 13F price*

At the end of Q3 2025, 2,179 institutions reported holding Waste Management Inc. (WM) in their 13F filings, down 51 from Q2 2025. 97 opened new positions and 140 sold out. The largest holders were Vanguard Group Inc. ($8.5B), BlackRock, Inc. ($6.6B) and Gates Foundation Trust ($6.4B). 10 famous investors held it, including Bill Gates / Michael Larson (17.5% of Gates Foundation Trust's portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and Ken Griffin (0.2% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions97$178.9M
Exits140$386.4M

All 13F filers, Q2 2025 → Q3 2025: 16,069,190 shares bought and 17,108,581 shares sold, net −1,039,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,179 holders

Vanguard Group Inc. 0.13% Add +2.1% 38,436,462 $8.5B
BlackRock, Inc. 0.12% Reduce -0.6% 29,764,024 $6.6B
Gates Foundation Trust 17.47% Reduce -10.2% 28,934,344 $6.4B
State Street Corp. 0.13% Reduce -7.2% 17,109,292 $3.8B
Geode Capital Management, LLC 0.12% Add +2.6% 8,875,530 $2.0B
Morgan Stanley 0.10% Add +1.5% 7,622,098 $1.7B
Ameriprise Financial Inc. 0.29% Add +5.1% 5,668,221 $1.3B
Parnassus Investments, LLC 2.87% Reduce -1.7% 5,613,315 $1.2B
Northern Trust Corp. 0.11% Add +0.3% 3,954,519 $873.3M
Wells Fargo & Company 0.17% Add +1.9% 3,737,126 $825.3M
Bank of America Corp. 0.06% Add +8.6% 3,354,072 $740.7M
Goldman Sachs Group Inc. 0.11% Reduce -6.0% 3,319,414 $733.0M
Nordea Investment Management AB 0.64% Reduce -14.0% 3,294,461 $726.4M
Sustainable Growth Advisers, LP 4.22% Add +12.6% 3,262,148 $720.4M
Amundi 0.22% Reduce -12.9% 3,133,130 $682.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -22.1% 3,004,146 $663.4M
Pictet Asset Management Holding SA 0.57% Reduce -8.0% 2,685,672 $593.1M
Legal & General Group Plc 0.13% Add +2.4% 2,642,163 $583.5M
Lazard Asset Management LLC 0.77% Add +2.8% 2,586,393 $571.2M
Clearbridge Investments, LLC 0.43% Reduce -0.5% 2,581,082 $570.0M
Bank of New York Mellon Corp 0.10% Reduce -0.6% 2,529,867 $558.7M
Deutsche Bank AG 0.18% Add +11.4% 2,383,631 $526.4M
Dimensional Fund Advisors LP 0.11% Reduce -3.5% 2,317,555 $511.8M
Charles Schwab Investment Management Inc. 0.08% Add +1.5% 2,246,500 $496.1M
Stifel Financial Corp. 0.45% Reduce -0.7% 2,219,155 $490.1M
Royal Bank of Canada 0.09% Add +11.1% 2,218,126 $489.8M
Vontobel Holding Ltd. 1.53% Add +444.3% 2,206,026 $487.2M
Barclays PLC 0.18% Reduce -5.0% 2,184,642 $482.4M
UBS Group AG 0.09% Reduce -5.5% 2,044,872 $451.6M
Capital Research Global Investors 0.08% Add +23.4% 2,024,824 $447.1M
Swedbank AB 0.44% Add +5.4% 1,955,591 $431.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.97% Add +11.6% 1,881,975 $415.6M
Invesco Ltd. 0.06% Add +5.2% 1,849,752 $408.5M
Banque Pictet & Cie SA 4.08% Reduce -0.1% 1,840,485 $406.4M
JPMorgan Chase & Co. 0.03% Reduce -8.9% 1,829,657 $404.1M
Raymond James Financial Inc. 0.13% Add +4.7% 1,783,788 $393.9M
Brown Brothers Harriman & Co. 2.25% Reduce -1.6% 1,674,477 $369.8M
Morgan Stanley Institutional Investment Advisors LLC 42.06% Reduce -1.5% 1,584,799 $350.0M
Nuveen, LLC 0.09% Add +7.8% 1,577,150 $348.3M
Qube Research & Technologies Ltd 0.49% Reduce -7.4% 1,560,227 $344.5M
Bank of Montreal 0.14% Reduce -0.1% 1,474,322 $325.6M
Mirova US LLC 3.26% Reduce -3.7% 1,462,037 $322.9M
Holocene Advisors, LP 0.71% Add +163.7% 1,400,701 $309.3M
Storebrand Asset Management As 0.82% Add +8.5% 1,396,536 $308.4M
Capital International Investors 0.05% Add +218.3% 1,369,805 $302.5M
Swiss National Bank 0.15% Reduce -4.8% 1,160,000 $256.2M
Impax Asset Management Group plc 1.44% Add +0.4% 1,117,078 $246.7M
Jensen Investment Management Inc. 2.98% Reduce -7.5% 1,086,589 $240.0M
California Public Employees Retirement System 0.14% Reduce -14.4% 1,078,359 $238.1M
T. Rowe Price Associates Inc. 0.03% Reduce -2.2% 1,064,112 $235.0M
Two Sigma Investments, LP 0.37% Add +11.4% 1,039,329 $229.5M
Voya Investment Management LLC 0.26% Add +22.3% 1,038,142 $229.3M
Envestnet Asset Management Inc. 0.06% Add +16.9% 1,001,706 $221.2M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +1.0% 971,012 $214.4M
LPL Financial LLC 0.06% Add +8.8% 952,905 $210.4M
Neuberger Berman Group LLC 0.15% Add +3.6% 913,088 $201.6M
National Pension Service 0.15% Add +2.0% 896,092 $197.9M
Assenagon Asset Management S.A. 0.29% Add +982.3% 886,164 $195.7M
Citadel Advisors 0.16% Add +112.6% 864,855 $191.0M
HSBC Holdings PLC 0.11% Reduce -14.7% 843,056 $186.2M
FMR LLC 0.01% Reduce -4.5% 791,692 $174.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +6.8% 777,222 $171.6M
Rhumbline Advisers 0.13% Reduce -0.6% 758,080 $167.4M
Scotia Capital Inc. 0.69% Add +11.0% 730,196 $161.3M
Balyasny Asset Management L.P. 0.31% Add +3209.2% 681,366 $150.5M
Wealth Enhancement Advisory Services, LLC 0.23% Add +36.4% 688,503 $149.8M
Ensign Peak Advisors, Inc 0.24% Add +2.4% 657,185 $145.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Reduce -37.1% 639,879 $141.3M
Allianz Asset Management GmbH 0.17% Reduce -13.4% 611,661 $135.1M
Aviva PLC 0.24% Reduce -3.2% 609,253 $134.5M
Acadian Asset Management LLC 0.23% Reduce -3.2% 593,038 $130.9M
Bessemer Group Inc. 0.20% Reduce -0.0% 589,190 $130.1M
Mariner, LLC 0.17% Add +0.0% 583,850 $128.9M
Lord, Abbett & Co. LLC 0.40% Add +51.9% 582,914 $128.7M
Candriam S.C.A. 0.68% Reduce -10.6% 581,442 $128.4M
Natixis Advisors, LLC 0.19% Reduce -8.5% 575,853 $127.2M
BNP Paribas Financial Markets 0.10% Reduce -6.5% 559,062 $123.5M
Cerity Partners LLC 0.20% Add +12.3% 556,235 $122.8M
Johnson Investment Counsel Inc. 1.02% Add +0.8% 553,840 $122.3M
Adage Capital Partners Gp, L.L.C. 0.19% Reduce -22.9% 552,892 $122.1M
DekaBank Deutsche Girozentrale 0.20% No change 551,205 $121.4M
Agf Management Ltd. 0.54% Reduce -0.7% 549,065 $121.3M
Squarepoint Ops LLC 0.25% Reduce -25.1% 536,846 $118.6M
Aberdeen Group plc 0.18% Reduce -15.6% 526,873 $116.3M
New York State Common Retirement Fund 0.15% Add +5.6% 525,703 $116.1M
Bank Julius Baer & Co. Ltd, Zurich 0.32% Add +5.0% 519,791 $114.8M
National Bank of Canada 0.13% Add +0.9% 518,859 $114.6M
PNC Financial Services Group, Inc. 0.07% Reduce -1.7% 500,284 $110.5M
Bank of Nova Scotia 0.20% Add +145.7% 496,242 $109.6M
Regions Financial Corp. 0.71% Reduce -1.4% 493,194 $108.9M
Blair William & Co. 0.28% Add +20.0% 484,597 $107.0M
California State Teachers Retirement System 0.11% Add +0.9% 483,517 $106.8M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -54.2% 473,720 $104.6M
Empower Advisory Group, LLC 0.29% Add +2.2% 472,873 $104.4M
Locust Wood Capital Advisers, LLC 2.84% Reduce -1.0% 470,881 $104.0M
Bahl & Gaynor LLC 0.51% Add +4.0% 465,693 $102.8M
Voloridge Investment Management, LLC 0.34% Add +7.2% 460,960 $101.8M
Compagnie Lombard Odier SCmA 1.12% Add +8.0% 459,813 $101.5M
Russell Investments Group, Ltd. 0.11% Add +1.2% 455,762 $100.6M
TCTC Holdings, LLC 2.98% Reduce -0.0% 455,515 $100.6M
Nomura Asset Management Co. Ltd. 0.25% Add +7.7% 440,984 $97.4M
Principal Financial Group Inc. 0.05% Reduce -2.1% 435,853 $96.2M
Abn Amro Investment Solutions 1.91% Add +1.7% 421,211 $93.0M
CANADA LIFE ASSURANCE Co 0.13% Add +0.6% 414,881 $91.0M
Rathbones Group PLC 0.37% Add +5.4% 411,118 $90.8M
Alliancebernstein L.P. 0.03% Reduce -0.8% 396,997 $87.7M
Guggenheim Capital LLC 0.64% Reduce -1.3% 387,654 $85.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Add +14.3% 387,549 $85.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +34.9% 381,731 $84.3M
Chilton Investment Co. Inc. 1.71% Add +92.2% 379,398 $83.8M
APG Asset Management N.V. 0.23% Reduce -1.6% 440,575 $82.8M
Ninety One UK Ltd 0.18% Add +4.7% 372,580 $82.3M
Sterling Capital Management LLC 1.21% Add +60.0% 371,966 $82.1M
Korea Investment CORP 0.16% Add +83.6% 359,995 $79.5M
Two Sigma Advisers, LP 0.16% Add +23.4% 356,900 $78.8M
Truist Financial Corp. 0.10% Add +29.6% 347,322 $76.7M
Massachusetts Financial Services Co. 0.02% Add +4.7% 346,912 $76.6M
Credit Agricole S A 0.25% — 346,574 $76.5M
KBC Group NV 0.18% Reduce -0.5% 345,997 $76.4M
State Board of Administration of Florida Retirement System 0.13% Reduce -7.8% 337,656 $74.6M
Millennium Management 0.06% Reduce -4.8% 337,528 $74.5M
AQR Capital Management 0.05% Reduce -10.6% 334,161 $73.5M
Schroder Investment Management Group 0.06% Add +9.8% 334,378 $73.4M
Haverford Trust Co 0.66% Add +0.5% 332,115 $73.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.42% Add +9.8% 331,488 $73.2M
Danske Bank A/S 0.18% Reduce -1.9% 326,063 $72.0M
Kornitzer Capital Management Inc. 1.42% Add +0.2% 317,761 $70.2M
Cetera Investment Advisers 0.08% Add +51.0% 314,172 $69.4M
Sei Investments Co. 0.07% Add +14.2% 311,135 $68.7M
TD Asset Management Inc 0.06% Add +11.2% 310,964 $68.7M
Baird Financial Group, Inc. 0.11% Reduce -0.1% 309,155 $68.3M
HighTower Advisors, LLC 0.08% Add +3.8% 300,788 $66.4M
Robeco Schweiz AG 1.49% Reduce -14.5% 299,861 $66.2M
First Trust Advisors LP 0.05% Reduce -45.9% 298,653 $66.0M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -2.0% 293,884 $64.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Reduce -9.7% 289,565 $63.9M
CIBC Private Wealth Group LLC 0.11% Reduce -0.7% 286,675 $63.3M
Corient Private Wealth LP 0.10% Reduce -35.7% 283,869 $62.7M
Westwood Holdings Group Inc. 0.45% Reduce -5.8% 283,230 $62.5M
Calamos Advisors LLC 0.36% Add +18.5% 279,054 $61.6M
Employees Retirement System of Texas 0.57% Reduce -2.3% 275,761 $60.9M
Janney Montgomery Scott LLC 0.14% Add +6.7% 270,897 $59.8M
Bartlett & Co. Wealth Management LLC 0.79% Reduce -2.0% 270,274 $59.7M
Commonwealth Equity Services, LLC 0.08% Reduce -10.0% 270,113 $59.6M
New York State Teachers Retirement System 0.11% Add +0.0% 265,545 $58.6M
Commerce Bank 0.31% Add +0.3% 256,226 $56.6M
Clark Capital Management Group, Inc. 0.35% Add +1.7% 256,094 $56.6M
King Luther Capital Management Corp. 0.23% Add +0.7% 254,313 $56.2M
Tredje AP-fonden 0.44% Reduce -12.9% 250,467 $55.3M
Donaldson Capital Management, LLC 1.74% Reduce -0.7% 248,908 $55.0M
Ycg, LLC 4.06% Add +3.4% 244,787 $54.1M
Liberty One Investment Management, LLC 3.01% Add +112.6% 242,847 $53.6M
Raiffeisen Bank International AG 0.71% Add +12.5% 244,329 $53.6M
Fifth Third Bancorp 0.17% Reduce -2.9% 235,857 $52.1M
Berkshire Asset Management LLC 2.19% Reduce -0.7% 233,850 $51.6M
Covea Finance 1.80% Reduce -9.2% 233,353 $51.5M
Retirement Systems of Alabama 0.17% Add +0.2% 232,697 $51.4M
Gateway Investment Advisers LLC 0.49% Add +0.1% 230,450 $50.9M
Osaic Holdings, Inc. 0.07% Add +8.9% 223,665 $50.0M
FIL Ltd 0.04% Add +109.5% 223,845 $49.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -40.5% 218,157 $48.2M
Citigroup Inc. 0.03% Reduce -37.9% 217,643 $48.1M
Edmond DE Rothschild Holding S.A. 0.73% Add +9.1% 213,522 $47.2M
State of Wisconsin Investment Board 0.11% Reduce -7.5% 211,599 $46.7M
Kimelman & Baird, LLC 3.64% Add +0.6% 211,121 $46.6M
Cibc World Market Inc. 0.10% Add +4.1% 210,052 $46.4M
US Bancorp \de 0.05% Reduce -1.5% 207,418 $45.8M
Park National Corp. 1.43% Add +3.4% 206,604 $45.6M
Eastern Bank 0.79% Add +0.8% 202,291 $44.7M
Prudential Financial Inc. 0.05% Reduce -2.1% 200,028 $44.2M
KLP Kapitalforvaltning As 0.17% Add +0.3% 199,253 $44.0M
Handelsbanken Fonder AB 0.14% Add +4.3% 197,962 $43.7M
Hancock Whitney Corp. 0.79% Reduce -2.6% 197,816 $43.7M
ABN AMRO Bank N.V. 0.43% Add +20273.3% 198,029 $43.4M
Sequoia Financial Advisors, LLC 0.26% Add +4.0% 194,789 $43.0M
Royal London Asset Management Ltd. 0.09% Reduce -2.8% 193,658 $42.8M
Mackenzie Financial Corp. 0.05% Add +76.6% 193,416 $42.7M
Capital Advisors Inc. 0.71% Add +8.6% 192,705 $42.6M
Asset Management One Co., Ltd. 0.12% Reduce -4.3% 192,664 $42.5M
Focus Partners Wealth 0.07% Reduce -1.8% 192,299 $42.5M
Investment Management Corp of Ontario 0.64% Add +4.9% 191,610 $42.3M
KCM Investment Advisors LLC 1.37% Add +0.0% 191,131 $42.2M
Chevy Chase Trust Holdings, LLC 0.12% Reduce -2.2% 190,000 $42.0M
Rockefeller Capital Management L.P. 0.08% Add +15.9% 187,965 $41.5M
Ami Asset Management Corp. 2.31% Reduce -1.9% 187,213 $41.3M
Moody LYNN Lieberson & Walker, LLC 2.21% Reduce -1.6% 185,993 $41.1M
Vaughan David Investments LLC 0.88% Add +12248.0% 185,220 $40.9M
M&T Bank Corp 0.14% Reduce -5.4% 183,400 $40.5M
Gabelli Funds LLC 0.27% Add +0.3% 179,912 $39.7M
Walleye Capital LLC 0.36% Reduce -15.4% 179,651 $39.7M
UniSuper Management Pty Ltd 0.24% Add +19.4% 179,145 $39.6M
Creative Planning 0.03% Add +13.1% 177,735 $39.2M
Treasurer of the State of North Carolina 0.11% Reduce -3.8% 166,335 $36.7M
Franklin Resources Inc. 0.01% Reduce -37.2% 160,414 $35.4M
Quantinno Capital Management LP 0.10% Add +22.9% 160,317 $35.4M
Resona Asset Management Co.,Ltd. 0.17% Reduce -3.8% 158,866 $35.1M
MUFG Securities EMEA plc 0.87% Add +4.0% 157,094 $34.7M
Peapack Gladstone Financial Corp. 0.45% Reduce -0.1% 156,803 $34.6M
Northwest & Ethical Investments L.P. 0.81% Add +4.0% 156,294 $34.5M
DNB Asset Management AS 0.13% Add +4.0% 153,111 $33.8M
Stock Yards Bank & Trust Co. 1.06% Add +1.7% 152,531 $33.7M
Chilton Capital Management LLC 1.13% Add +1.9% 152,495 $33.7M
Mn Services Vermogensbeheer B.V. 0.22% Add +0.9% 152,200 $33.6M
Renaissance Technologies 0.04% New 151,500 $33.5M
Victory Capital Management Inc. 0.02% Add +6.6% 151,399 $33.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Reduce -0.2% 150,696 $33.3M
Partners Group Holding AG 1.85% Reduce -8.1% 150,606 $33.3M
Systematic Alpha Investments, LLC 1.08% No change 149,216 $33.0M
Public Employees Retirement System of Ohio 0.10% Reduce -2.2% 149,141 $32.9M
Man Group plc 0.06% Reduce -52.4% 148,704 $32.8M
STRS Ohio 0.12% Reduce -9.9% 148,211 $32.7M
Stack Financial Management, Inc 2.67% Reduce -0.6% 145,641 $32.2M
Renaissance Group LLC 1.19% Add +0.4% 142,831 $31.5M
Jane Street Group, LLC 0.04% Reduce -49.8% 142,015 $31.4M
Toronto Dominion Bank 0.06% Reduce -37.7% 141,592 $31.3M
Natixis 0.17% Add +17.9% 141,393 $31.2M
Kayne Anderson Rudnick Investment Management LLC 0.08% Add +11.3% 140,844 $31.1M
Pittenger & Anderson Inc. 1.14% Add +0.4% 140,428 $31.0M
Quintet Private Bank (Europe) S.A. 1.73% Reduce -4.6% 139,392 $30.8M
State of New Jersey Common Pension Fund D 0.11% Add +4.2% 139,314 $30.8M
Northeast Investment Management 1.22% Add +2.5% 137,657 $30.4M
Cambridge Investment Research Advisors, Inc. 0.08% Add +1.7% 137,123 $30.3M
Kestra Advisory Services, LLC 0.14% Add +64.7% 136,397 $30.1M
Banco Santander, S.A. 0.27% Add +16.6% 135,616 $29.9M
Baldwin Wealth Partners LLC 1.93% Reduce -2.2% 134,408 $29.7M
Destination Wealth Management 0.82% Add +0.8% 134,282 $29.7M
Investment House LLC 1.40% Reduce -0.3% 134,001 $29.6M
GAMCO Investors 0.28% Reduce -4.1% 132,513 $29.3M
Commerzbank Aktiengesellschaft 0.61% Add +23.8% 132,126 $29.2M
Susquehanna Fundamental Investments, LLC 1.13% New 131,483 $29.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +800.0% 131,471 $29.0M
Alta Capital Management LLC/ 1.60% Add +226.0% 130,070 $28.7M
Blue Chip Partners, LLC 2.13% Add +1.8% 128,885 $28.5M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Add +2.1% 126,567 $27.9M
Saturna Capital Corp. 0.36% Add +2062.9% 126,549 $27.9M
State of Tennessee, Department of Treasury 0.09% Add +8.2% 125,784 $27.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +8.5% 124,822 $27.6M
B. Metzler seel. Sohn & Co. AG 0.24% Reduce -8.3% 123,742 $27.3M
Cwm, LLC 0.08% Add +11.1% 122,573 $27.1M
Captrust Financial Advisors 0.06% Reduce -1.0% 122,496 $27.1M
Foster Dykema Cabot & Partners, LLC 1.75% Reduce -0.1% 120,963 $26.7M
Stephens Inc. 0.34% Reduce -0.9% 119,801 $26.5M
Arizona State Retirement System 0.14% Reduce -0.1% 117,534 $26.0M
TD Waterhouse Canada Inc. 0.17% Add +7.2% 117,280 $25.8M
Allspring Global Investments Holdings, LLC 0.04% Add +24.8% 116,838 $25.7M
Reynders McVeigh Capital Management, LLC 1.19% Add +2.1% 115,067 $25.4M
Wellington Management Group LLP 0.00% Reduce -29.9% 114,427 $25.3M
Marshall Wace, LLP 0.03% Reduce -82.6% 114,146 $25.2M
Martingale Asset Management L P 0.63% Reduce -9.7% 113,383 $25.0M
O'shaughnessy Asset Management, LLC 0.15% Add +0.8% 112,667 $24.9M
CIBC Asset Management Inc 0.07% Reduce -8.3% 112,455 $24.8M
Susquehanna International Group, LLP 0.04% Add +0.0% 112,160 $24.8M
Waters Parkerson & Co., LLC 1.21% Add +16.8% 111,936 $24.7M
Weatherly Asset Management L. P. 2.03% Reduce -0.7% 111,732 $24.7M
Bank Pictet & Cie (Europe) AG 0.48% Add +4.0% 109,803 $24.2M
Mediolanum International Funds Ltd 0.25% Add +0.8% 110,500 $24.2M
MetLife Investment Management, LLC 0.12% Reduce -0.7% 109,460 $24.2M
Oppenheimer & Co. Inc. 0.29% Add +1.2% 107,925 $23.8M
MAI Capital Management 0.15% Add +4.4% 106,994 $23.6M
Teacher Retirement System of Texas 0.09% Add +0.1% 104,339 $23.0M
Federation des caisses Desjardins du Quebec 0.09% Add +4.1% 102,860 $22.7M
Robeco Institutional Asset Management B.V. 0.03% Add +9.5% 101,545 $22.4M
Susquehanna Portfolio Strategies, LLC 0.35% Add +1346.5% 101,315 $22.4M
State of Michigan Retirement System 0.11% Add +0.6% 100,188 $22.1M
Zimmer Partners, LP 0.54% Reduce -16.7% 100,000 $22.1M
Erste Asset Management GmbH 0.21% Reduce -38.1% 100,749 $22.0M
Kepler Cheuvreux (Suisse) SA 1.18% — 99,309 $21.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1.69% Reduce -34.2% 99,234 $21.9M
Waverly Advisors, LLC 0.21% Add +1.5% 96,825 $21.4M
Apollon Wealth Management, LLC 0.38% Add +8.1% 95,804 $21.2M
Canada Pension Plan Investment Board 0.01% Add +40.2% 95,443 $21.1M
Guardian Capital LP 0.68% Add +7.9% 95,325 $21.1M
Clearstead Advisors, LLC 0.31% Add +2.4% 95,236 $21.0M
USS Investment Management Ltd 0.10% Add +1.6% 95,106 $21.0M
Deroy & Devereaux Private Investment Counsel Inc. 1.05% Reduce -0.5% 95,022 $21.0M
Xponance LLC 0.17% Reduce -1.3% 94,902 $21.0M
Orion Porfolio Solutions, LLC 0.16% Reduce -3.8% 94,659 $20.9M
Czech National Bank 0.14% Add +5.2% 94,125 $20.8M
Daiichi Life Insurance Co., Ltd. 0.52% Add +18.8% 93,303 $20.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +1.2% 93,140 $20.6M
Midwest Trust Co 0.26% Reduce -0.8% 90,845 $20.1M
D.A. Davidson & Co. 0.13% Add +2.9% 90,698 $20.0M
Sapient Capital LLC 0.30% Reduce -3.2% 89,723 $19.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -0.9% 88,995 $19.7M
Private Advisor Group, LLC 0.10% Reduce -4.1% 88,577 $19.6M
Groupe la Francaise 0.26% Add +29.3% 92,751 $19.3M
Tocqueville Asset Management L.P. 0.28% Reduce -3.7% 87,545 $19.3M
Westchester Capital Management, Inc. 4.15% Reduce -1.5% 87,442 $19.3M
Generate Investment Management Ltd 0.96% Add +303.9% 85,783 $18.9M
MML Investors Services, LLC 0.05% Add +7.8% 85,734 $18.9M
Comerica Bank 0.07% Reduce -7.8% 85,675 $18.9M
Mirova 2.66% Add +1.8% 85,209 $18.8M
NorthCrest Asset Manangement, LLC 0.45% Add +5.0% 86,443 $18.8M
Galvin, Gaustad & Stein, LLC 1.55% Add +2.5% 84,903 $18.7M
Bailard, Inc. 0.40% Reduce -2.8% 83,152 $18.4M
Chesley Taft & Associates LLC 0.77% Reduce -3.1% 82,770 $18.3M
Woodbridge Co Ltd 0.04% No change 82,700 $18.3M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -5.1% 82,500 $18.2M
Amalgamated Bank 0.13% Add +2.2% 82,427 $18.2M
Nisa Investment Advisors, LLC 0.07% Add +1.6% 82,402 $18.2M
Macquarie Group Ltd. 0.02% Reduce -12.5% 81,971 $18.1M
Forsta Ap-Fonden 0.11% Add +2.8% 81,400 $18.0M
Private Capital Advisors, Inc. 1.99% Add +339.4% 81,025 $17.9M
HRT Financial LP 0.07% Reduce -66.2% 80,564 $17.8M
Sanctuary Advisors, LLC 0.10% Reduce -0.3% 80,193 $17.7M
Baker Chad R 3.02% Reduce -7.0% 79,515 $17.6M
Nissay Asset Management Corp. /Japan 0.10% Add +3.5% 79,064 $17.5M
Daiwa Securities Group Inc. 0.06% Reduce -3.9% 78,505 $17.3M
Varma Mutual Pension Insurance Co 0.11% Add +8.8% 77,950 $17.2M
Synovus Financial Corp. 0.20% Reduce -0.5% 77,706 $17.2M
ING Groep NV 0.09% Reduce -29.4% 77,435 $17.1M
Edge Wealth Management LLC 3.00% Add +0.1% 76,703 $16.9M
NorthCoast Asset Management LLC 0.06% Reduce -5.5% 75,084 $16.6M
&partners 0.10% Add +35.6% 74,255 $16.4M
Quilter Plc 0.28% Add +5.5% 73,829 $16.3M
IFM Investors Pty Ltd 0.14% Add +0.1% 74,526 $16.3M
KADENSA CAPITAL Ltd 1.67% Add +515.3% 73,281 $16.2M
NewEdge Advisors, LLC 0.07% Add +40.8% 73,180 $16.2M
Pinnacle Associates Ltd. 0.21% Reduce -0.3% 72,684 $16.1M
Clarkston Capital Partners, LLC 0.34% Add +1.6% 71,687 $15.8M
Townsend & Associates, Inc 1.48% Add +4.1% 72,548 $15.6M
Fundsmith Investment Services LTD. 0.24% No change 70,475 $15.6M
Atwater Malick LLC 4.49% Add +0.1% 69,975 $15.5M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +19.1% 69,287 $15.3M
Farmers & Merchants Investments Inc. 0.43% Reduce -4.3% 69,051 $15.2M
Perpetual Ltd 0.19% Reduce -0.0% 67,851 $15.0M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +3.1% 67,000 $14.8M
Jamison Private Wealth Management, Inc. 1.90% Add +0.5% 66,637 $14.7M
TCV Trust & Wealth Management, Inc. 1.22% Reduce -1.2% 65,861 $14.5M
Dakota Wealth Management 0.29% Reduce -36.9% 65,816 $14.5M
United Asset Strategies, Inc. 1.15% Add +1.8% 65,191 $14.4M
Van Eck Associates Corp. 0.01% Add +13.1% 64,977 $14.3M
Verition Fund Management LLC 0.09% Reduce -45.5% 64,908 $14.3M
First Fiduciary Investment Counsel, Inc. 2.77% Add +7.6% 64,447 $14.2M
Tompkins Financial Corp. 1.19% Reduce -0.7% 64,170 $14.2M
DAVENPORT & Co LLC 0.08% Add +21.4% 64,039 $14.1M
American Century Companies Inc. 0.01% Add +4.3% 63,794 $14.1M
AXA Investment Managers S.A. 0.04% — 63,026 $13.9M
ProShare Advisors LLC 0.03% Reduce -0.7% 62,498 $13.8M
Calamos Wealth Management LLC 0.50% Add +2.7% 62,321 $13.8M
Edgestream Partners, L.P. 0.40% Add +2489.5% 62,070 $13.7M
Pinnacle Financial Partners Inc 0.33% Reduce -0.4% 61,818 $13.7M
Boston Common Asset Management, LLC 0.38% New 61,791 $13.6M
Associated Banc-Corp 0.36% Reduce -0.6% 61,428 $13.6M
Utah Retirement Systems 0.13% Reduce -5.0% 61,136 $13.5M
Sumitomo Life Insurance Co. 0.41% Add +18.1% 60,526 $13.4M
Brown Advisory Inc. 0.02% Add +10.3% 60,288 $13.3M
United Bank 1.58% Reduce -6.5% 60,202 $13.3M
Moors & Cabot, Inc. 0.58% Reduce -0.3% 59,853 $13.2M
Police & Firemen's Retirement System of New Jersey 0.11% Add +6.4% 59,850 $13.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.7% 59,538 $13.1M
Pathstone Holdings, LLC 0.05% Reduce -1.4% 59,431 $13.1M
Thematics Asset Management 0.60% No change 59,403 $13.1M
Colonial Trust Advisors 0.99% Add +0.8% 58,413 $12.9M
CIBC Bancorp USA Inc. 0.08% — 58,070 $12.8M
Miramar Capital, LLC 2.84% Add +16.4% 58,055 $12.8M
UMB Bank, n.a. 0.19% Reduce -1.7% 57,999 $12.8M
Wealthfront Advisers LLC 0.03% Add +1.5% 57,924 $12.8M
Thrivent Financial for Lutherans 0.03% Reduce -8.0% 57,915 $12.8M
Rbo & Co. LLC 2.00% Add +3.7% 57,785 $12.8M
HFR Wealth Management, LLC 2.92% Add +0.1% 57,647 $12.7M
Federated Hermes, Inc. 0.02% Reduce -15.8% 57,135 $12.6M
Penn Davis McFarland Inc. 1.30% Reduce -0.1% 56,840 $12.6M
Banque Cantonale Vaudoise 0.47% Add +12.8% 56,609 $12.5M
BLB&B Advisors, LLC 0.54% Add +7.7% 56,270 $12.4M
Vanguard Personalized Indexing Management, LLC 0.13% Reduce -1.9% 56,226 $12.4M
New York Life Investment Management LLC 0.11% Reduce -1.7% 54,442 $12.0M
Cresset Asset Management, LLC 0.05% Add +3.3% 54,108 $11.9M
Mercer Global Advisors Inc. 0.02% Add +11.4% 53,970 $11.9M
Greystone Financial Group, LLC 1.84% Add +14.5% 53,728 $11.9M
F/m Investments LLC 0.45% Reduce -4.0% 53,336 $11.8M
Knights of Columbus Asset Advisors LLC 0.67% Reduce -11.4% 53,315 $11.8M
WASHINGTON TRUST Co 0.39% Add +2.4% 53,198 $11.7M
TLW Wealth Management, LLC 6.70% Reduce -10.7% 53,044 $11.7M
BTC Capital Management, Inc. 0.80% Add +117.1% 52,290 $11.5M
Sit Investment Associates Inc. 0.23% Add +7.0% 52,180 $11.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -1.5% 51,680 $11.4M
Yousif Capital Management, LLC 0.12% Reduce -3.6% 51,066 $11.3M
Motco 1.02% Add +1.3% 50,590 $11.2M
HighPoint Advisor Group LLC 0.53% Add +6.4% 50,569 $11.2M
Atlantic Union Bankshares Corp 0.21% Add +12.4% 50,365 $11.1M
City Holding Co. 1.39% Reduce -0.9% 50,057 $11.1M
Swiss Life Asset Management Ltd 0.06% Reduce -1.5% 49,894 $11.0M
Vestcor Inc 0.33% Reduce -2.2% 49,893 $11.0M
W1M Asset Management Ltd 0.78% Reduce -40.6% 49,445 $10.9M
MassMutual Private Wealth & Trust, FSB 0.28% Reduce -4.3% 49,348 $10.9M
Worldquant Millennium Advisors LLC 0.05% Reduce -38.8% 49,308 $10.9M
MainStreet Investment Advisors LLC 1.46% Reduce -4.4% 49,306 $10.9M
Janus Henderson Group PLC 0.01% Add +12.1% 49,289 $10.9M
HB Wealth Management, LLC 0.07% Add +4.9% 49,021 $10.8M
Hemenway Trust Co LLC 0.83% No change 48,996 $10.8M
Buck Wealth Strategies, LLC 1.48% Add +2.4% 48,984 $10.8M
Rwa Wealth Partners, LLC 0.12% Add +1021.7% 48,963 $10.8M
Nixon Peabody Trust Co. 0.79% Reduce -0.5% 48,736 $10.8M
NEOS Investment Management LLC 0.08% Add +45.9% 48,434 $10.7M
Independent Advisor Alliance 0.28% Reduce -7.2% 48,054 $10.6M
Advisors Asset Management, Inc. 0.18% Add +16.9% 47,820 $10.6M
Fulcrum Capital LLC 2.15% Reduce -0.6% 47,419 $10.5M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -7.3% 47,173 $10.4M
Hayek Kallen Investment Management 3.25% Add +0.7% 46,650 $10.3M
Huntington National Bank 0.08% Reduce -2.3% 46,471 $10.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.69% Reduce -11.2% 46,090 $10.2M
Prospera Financial Services Inc 0.17% Add +149.2% 45,900 $10.1M
Burns J W & Co. Inc. 1.14% Add +1.1% 45,628 $10.1M
McKinley Carter Wealth Services, Inc. 0.53% Reduce -0.1% 45,336 $10.0M
Carnegie Investment Counsel 0.19% Reduce -0.6% 45,247 $10.0M
Punch & Associates Investment Management, Inc. 0.58% Add +0.7% 45,117 $10.0M
Highland Capital Management, LLC 0.49% New 44,686 $9.9M
Williams Jones Wealth Management, LLC. 0.11% Add +7.2% 44,667 $9.9M
Tidal Investments LLC 0.04% Add +15.2% 44,303 $9.8M
BNP Paribas 0.29% Reduce -14.6% 44,196 $9.8M
Allianz SE 0.20% Reduce -4.8% 43,654 $9.6M
OP Asset Management Ltd 0.13% Add +0.8% 42,942 $9.5M
Ninety One North America, Inc. 0.43% Add +5.0% 42,939 $9.5M
Pinebridge Investments, L.P. 0.07% Reduce -1.5% 42,704 $9.4M
WoodTrust Financial Corp 1.12% Add +1.3% 42,461 $9.4M
Purus Wealth Management, LLC 2.99% Reduce -1.0% 42,402 $9.4M
Oregon Public Employees Retirement Fund 0.12% Add +33.9% 42,343 $9.4M
Douglass Winthrop Advisors, LLC 0.16% Reduce -0.8% 42,220 $9.3M
CI Investments Inc. 0.03% Reduce -0.8% 42,210 $9.3M
TSP Capital Management Group, LLC 2.48% New 41,965 $9.3M
Red Door Wealth Management, LLC 0.98% Add +7.9% 41,853 $9.2M
First Citizens Bank & Trust Co. 0.20% Reduce -1.9% 41,477 $9.2M
ASR Vermogensbeheer N.V. 0.11% Reduce -0.4% 41,440 $9.2M
RWC Asset Management LLP 0.51% Add +1.0% 40,985 $9.1M
Advisors Capital Management, LLC 0.11% Add +39.4% 40,631 $9.0M
Sigma Planning Corp 0.25% Reduce -1.0% 40,231 $8.9M
Mutual of America Capital Management LLC 0.09% Reduce -4.3% 40,182 $8.9M
Avanza Fonder AB 0.23% Add +6.8% 40,142 $8.9M
Union Bancaire Privee, UBP SA 0.13% Reduce -0.8% 30,328 $8.8M
Inlet Private Wealth, LLC 1.99% Add +0.0% 39,883 $8.8M
State of Alaska, Department of Revenue 0.09% Reduce -3.5% 39,679 $8.8M
Journey Advisory Group, LLC 0.64% Add +2.8% 39,309 $8.7M
GLOBALT Investments LLC / GA 0.32% Reduce -1.4% 39,217 $8.7M
Jump Financial, LLC 0.12% Reduce -71.0% 39,157 $8.6M
Miller Howard Investments Inc. 0.26% Add +0.4% 39,102 $8.6M
Greenland Capital Management LP 1.39% Add +79.9% 38,267 $8.6M
Nordwand Advisors, LLC 1.36% No change 38,774 $8.6M
Composition Wealth, LLC 0.13% Add +1.6% 38,758 $8.6M
Cornerstone Advisors, LLC 0.28% Reduce -2.0% 38,500 $8.5M
Palmer Knight Co 3.99% Reduce -2.7% 38,143 $8.4M
Beacon Investment Advisory Services, Inc. 0.35% Add +38.1% 37,971 $8.4M
Night Squared LP 3.02% New 37,854 $8.4M
LBP Am SA 0.10% Add +1.9% 37,569 $8.3M
Strategic Wealth Investment Group, LLC 0.70% Add +2793.1% 37,465 $8.3M
Beacon Pointe Advisors, LLC 0.07% Add +46.0% 37,343 $8.2M
Palumbo Wealth Management LLC 2.63% Add +0.8% 37,433 $8.2M
First Horizon Corp. 0.39% — 37,094 $8.2M
Keybank National Association 0.03% Add +5.5% 36,911 $8.2M
Ecofi Investissements SA 9.75% Reduce -2.6% 36,750 $8.1M
Jones Financial Companies LLLP 0.01% Add +21.5% 36,781 $8.0M
Strategic Advisors LLC 1.29% Add +6.4% 36,246 $8.0M
Steward Partners Investment Advisory, LLC 0.05% Reduce -2.5% 36,127 $8.0M
Hantz Financial Services, Inc. 0.12% Add +26.9% 36,011 $8.0M
Marietta Wealth Management, LLC 0.97% Add +3.6% 36,007 $8.0M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +43.1% 35,920 $7.9M
Pacer Advisors, Inc. 0.02% Add +0.4% 35,568 $7.9M
Glenmede Investment Management, LP 0.04% Add +7.2% 35,000 $7.7M
J.W. Cole Advisors, Inc. 0.15% Add +4.8% 34,960 $7.7M
Vest Financial, LLC 0.10% Add +23.8% 33,808 $7.5M
Bard Financial Services, Inc. 0.82% Reduce -0.4% 33,775 $7.5M
Advisory Services Network, LLC 0.11% Add +7.6% 33,751 $7.5M
Rafferty Asset Management, LLC 0.02% Add +0.9% 33,340 $7.4M
Leavell Investment Management, Inc. 0.31% Reduce -1.1% 33,016 $7.3M
Benjamin Edwards Inc. 0.08% Add +7.6% 33,001 $7.3M
DLK Investment Management, LLC 2.74% Reduce -0.6% 32,994 $7.3M
Coldstream Capital Management Inc. 0.10% Add +1.7% 32,993 $7.3M
Voleon Capital Management LP 0.18% Add +29.5% 32,851 $7.3M
Sand Hill Global Advisors, LLC 0.25% Reduce -1.9% 32,492 $7.2M
Asset Advisors Investment Management, LLC 0.67% Add +0.5% 32,103 $7.1M
First National Trust Co 0.24% Reduce -8.1% 32,007 $7.1M
Colonial Trust Co / SC 0.95% Add +3.3% 31,852 $7.0M
RBA Wealth Management, LLC 2.43% Add +0.5% 31,837 $7.0M
Ascent Wealth Partners, LLC 0.82% Reduce -0.1% 31,822 $7.0M
Motley Fool Asset Management LLC 0.29% Add +27.9% 31,813 $7.0M
Wealth Advisors of Tampa Bay, LLC 2.32% Add +1.9% 31,570 $7.0M
Trust Co. of Vermont 0.30% Add +0.5% 31,056 $6.9M
LVM Capital Management Ltd. 0.65% Add +0.1% 30,798 $6.8M
Ostrum Asset Management 0.30% Add +29.9% 30,683 $6.8M
Shelton Capital Management 0.14% Reduce -0.1% 30,584 $6.8M
Atria Investments, Inc 0.08% Add +16.0% 30,475 $6.7M
Hennion & Walsh Asset Management, Inc. 0.24% Add +22.9% 29,927 $6.6M
Elo Mutual Pension Insurance Co 0.11% Add +13.2% 29,922 $6.6M
Salem Investment Counselors Inc. 0.19% Reduce -0.8% 29,861 $6.6M
Bridgewater Associates 0.03% New 29,609 $6.5M
Brookstone Capital Management 0.08% Reduce -4.4% 29,519 $6.5M
McDonough Capital Management, Inc 3.27% Reduce -0.8% 29,457 $6.5M
Atom Investors LP 0.49% Add +97.0% 29,326 $6.5M
Anchor Investment Management, LLC 0.54% Reduce -0.1% 29,307 $6.5M
Trinity Legacy Partners, LLC 1.49% Add +3.4% 32,347 $6.5M
Equitable Holdings, Inc. 0.05% Add +20.5% 29,120 $6.4M
Siemens Fonds Invest GmbH 0.35% Add +11.0% 29,099 $6.4M
Schnieders Capital Management, Llc. 1.04% — 29,045 $6.4M
Windward Capital Management Co. 0.51% Reduce -0.7% 29,027 $6.4M
Sone Capital Management, LLC 0.54% Add +69.1% 29,026 $6.4M
Achmea Investment Management B.V. 0.08% Add +6.0% 28,981 $6.4M
Concurrent Investment Advisors, LLC 0.11% Add +1.2% 28,724 $6.3M
Teachers Retirement System of the State of Kentucky 0.05% No change 28,617 $6.3M
Public Sector Pension Investment Board 0.02% Add +21.1% 28,032 $6.2M
Chapman Investment Management, LLC 4.40% Add +11.0% 28,017 $6.2M
Resources Management Corp. /CT/ 0.80% Add +56.5% 28,002 $6.2M
Sitrin Capital Management LLC 2.96% Reduce -1.4% 27,979 $6.2M
HAP Trading, LLC 1.70% — 27,952 $6.2M
Glen Eagle Advisors, LLC 0.85% Add +0.9% 27,665 $6.1M
Mizuho Securities USA LLC 0.12% Add +6.7% 26,992 $6.1M
Ethic Inc. 0.10% Add +5.8% 27,522 $6.1M
Sandhill Capital Partners LLC 0.42% Add +0.5% 27,478 $6.1M
River Wealth Advisors LLC 0.71% Add +8.1% 27,365 $6.0M
Core Alternative Capital 1.74% Reduce -12.8% 27,199 $6.0M
Strategy Asset Managers LLC 1.07% Add +1.6% 27,063 $6.0M
Burling Wealth Partners, LLC 0.99% Add +15.0% 27,043 $6.0M
Arjuna Capital 1.48% Add +2.2% 26,995 $6.0M
Bar Harbor Wealth Management 0.36% Add +0.1% 26,816 $5.9M
SVB Wealth LLC 0.32% Add +0.4% 26,789 $5.9M
Denali Advisors LLC 0.67% Reduce -16.1% 26,752 $5.9M
Integrated Wealth Concepts LLC 0.05% Reduce -1.0% 26,750 $5.9M
LS Investment Advisors, LLC 0.83% Reduce -0.4% 26,722 $5.9M
CFO4Life Group, LLC 0.85% Reduce -0.7% 26,500 $5.9M
Bowen Hanes & Co. Inc. 0.15% No change 26,429 $5.8M
Left Brain Wealth Management, LLC 1.83% Reduce -1.4% 26,317 $5.8M
Machina Capital S.A.S. 1.02% Add +37.1% 26,136 $5.8M
CENTRAL TRUST Co 0.12% Reduce -1.4% 25,977 $5.7M
Lombard Odier Asset Management (Switzerland) SA 0.26% Add +7.5% 25,970 $5.7M
Annex Advisory Services, LLC 0.12% Add +0.5% 25,941 $5.7M
LGT Fund Management Co Ltd. 0.46% Reduce -2.3% 25,984 $5.7M
CPC Advisors, LLC 0.60% Add +2.4% 25,800 $5.7M
Gotham Asset Management 0.02% Add +196.3% 25,638 $5.7M
Hall Laurie J Trustee 1.84% Reduce -0.1% 25,513 $5.6M
Crossmark Global Holdings, Inc. 0.08% Reduce -1.8% 25,434 $5.6M
MASTERINVEST Kapitalanlage GmbH 0.55% Add +12.8% 25,344 $5.6M
Becker Capital Management Inc. 0.16% Add +4.0% 25,245 $5.6M
Bradley Foster & Sargent Inc. 0.08% Reduce -0.6% 25,204 $5.6M
NTV Asset Management LLC 0.61% Reduce -1.9% 25,186 $5.6M
Exencial Wealth Advisors, LLC 0.18% Add +0.4% 25,109 $5.5M
Kestra Private Wealth Services, LLC 0.07% Reduce -12.9% 24,550 $5.4M
Rockline Wealth Management, LLC 1.11% Add +0.4% 24,312 $5.4M
Pinkerton Wealth, LLC 0.58% Add +7.0% 24,241 $5.4M
Jericho Financial, LLP 3.22% Add +3.3% 24,033 $5.3M
Principle Wealth Partners LLC 0.31% Add +0.0% 23,895 $5.3M
Hamilton Point Investment Advisors, LLC 0.82% Add +0.4% 23,893 $5.3M
Prime Capital Investment Advisors, LLC 0.07% Add +3.6% 23,707 $5.2M
Lido Advisors, LLC 0.02% Add +6.8% 23,585 $5.2M
Westhampton Capital, LLC 2.54% No change 23,580 $5.2M
Community Financial Services Group, LLC 0.95% Add +2.1% 23,454 $5.2M
Concentric Capital Strategies, LP 0.25% Reduce -45.1% 23,316 $5.1M
Kentucky Retirement Systems 0.14% Reduce -9.6% 23,227 $5.1M
Vident Advisory, LLC 0.05% Add +27.3% 23,160 $5.1M
Intech Investment Management LLC 0.05% Add +48.2% 23,128 $5.1M
Duff & Phelps Investment Management Co. 0.06% Reduce -21.9% 23,003 $5.1M
Coastline Trust Co 0.54% Add +0.1% 22,951 $5.1M
Horizon Investments, LLC 0.07% Add +33.8% 22,879 $5.1M
Romano Brothers and Company 0.58% Reduce -0.5% 22,840 $5.0M
Brentview Investment Management LLC 2.29% Add +5.0% 22,754 $5.0M
Toth Financial Advisory Corp. 0.54% Add +5.9% 22,735 $5.0M
Moran Wealth Management, LLC 0.15% Reduce -2.4% 22,715 $5.0M
Belpointe Asset Management LLC 0.19% Reduce -0.3% 22,696 $5.0M
Fiduciary Trust Co 0.06% Add +0.5% 22,661 $5.0M
Evergreen Private Wealth LLC 2.02% Reduce -0.8% 22,549 $5.0M
Perigon Wealth Management, LLC 0.10% Add +12.2% 22,492 $5.0M
Beacon Financial Group 0.49% Reduce -6.2% 22,477 $5.0M
BCS Private Wealth Management, Inc. 1.77% Add +6.7% 22,438 $5.0M
Bell Asset Management Ltd 1.35% New 22,411 $4.9M
Royal Fund Management, LLC 0.59% Reduce -11.5% 22,145 $4.9M
Ritholtz Wealth Management 0.09% Reduce -2.1% 21,966 $4.9M
Hartford Investment Management Co. 0.15% Reduce -1.6% 21,769 $4.8M
Allworth Financial LP 0.02% Add +3.9% 21,746 $4.8M
Wealthcare Advisory Partners LLC 0.10% Add +1.4% 21,622 $4.8M
Patrick Mauro Investment Advisor, INC. 2.51% Add +1.3% 21,618 $4.8M
Faithward Advisors, LLC 0.71% Reduce -1.4% 21,607 $4.8M
NewEdge Wealth, LLC 0.07% Add +7.3% 23,608 $4.7M
IMC-Chicago, LLC 0.08% Add +90.6% 21,431 $4.7M
KKM Financial LLC 1.49% Add +21.2% 21,385 $4.7M
Meiji Yasuda Asset Management Co Ltd. 0.22% Add +2.6% 21,249 $4.7M
Formuepleje A/S 0.26% Reduce -20.5% 21,185 $4.7M
AG2R La Mondiale Gestion D'actifs 0.24% No change 20,282 $4.6M
Cary Street Partners Financial LLC 0.12% Reduce -1.4% 20,994 $4.6M
Tower Bridge Advisors 0.47% Reduce -0.0% 20,938 $4.6M
Jacobi Capital Management LLC 0.28% Reduce -0.1% 20,931 $4.6M
Mystic Asset Management, Inc. 1.04% Reduce -0.5% 20,825 $4.6M
Summit Global Investments 0.27% Reduce -24.9% 20,816 $4.6M
Mission Creek Capital Partners, Inc. 0.91% Add +0.0% 20,754 $4.6M
Hall Capital Management Co. Inc. 1.79% Reduce -0.4% 20,564 $4.5M
Trust Co. of Toledo NA 0.46% Reduce -1.9% 20,564 $4.5M
First National Advisers, LLC 0.62% Add +2.6% 20,528 $4.5M
Terra Alpha Investments LLC 4.61% Reduce -7.2% 20,489 $4.5M
Signet Investment Advisory Group, Inc. 2.16% Add +2.0% 20,371 $4.5M
Argent Trust Co 0.16% Add +21.4% 20,351 $4.5M
Great Diamond Partners, LLC 0.87% Add +10.8% 20,263 $4.5M
Jain Global LLC 0.06% Reduce -45.6% 20,230 $4.5M
Jackson Square Partners, LLC 1.80% Reduce -1.7% 20,200 $4.5M
Gulf International Bank (UK) Ltd 0.15% Reduce -2.0% 20,142 $4.4M
Opus Investment Management Inc. 2.74% No change 20,000 $4.4M
Mitchell Capital Management Co. 0.75% Reduce -0.2% 19,863 $4.4M
Savant Capital, LLC 0.03% Reduce -30.7% 19,782 $4.4M
Regal Investment Advisors LLC 0.28% Add +3.7% 19,715 $4.4M
First National Bank of Mount Dora, Trust Investment Services 0.96% Add +1.1% 19,645 $4.3M
Money Concepts Capital Corp. 0.27% Reduce -1.1% 19,637 $4.3M
Clare Market Investments LLC 0.86% Add +11.0% 19,540 $4.3M
Haverford Financial Services, Inc. 1.21% Reduce -0.5% 19,509 $4.3M
Ingalls & Snyder LLC 0.14% Reduce -1.7% 19,456 $4.3M
Louisiana State Employees Retirement System 0.07% Add +0.5% 19,400 $4.3M
Harbour Investment Management LLC 1.86% Reduce -8.9% 19,380 $4.3M
AlphaQuest LLC 0.28% Add +131.8% 19,246 $4.3M
First National Bank of Omaha 0.27% Reduce -4.8% 19,169 $4.2M
Tiaa Trust, National Association 0.01% Reduce -0.2% 19,038 $4.2M
Dynamic Advisor Solutions LLC 0.12% Add +1.0% 19,038 $4.2M
Webster Bank, N. A. 0.40% Add +2.9% 19,037 $4.2M
Scholtz & Company, LLC 1.84% Add +0.6% 18,979 $4.2M
Amica Mutual Insurance Co. 0.38% No change 18,892 $4.2M
Stanley-Laman Group, Ltd. 0.59% Reduce -8.1% 18,825 $4.2M
Westfield Capital Management Co. LP 0.02% New 18,777 $4.1M
Quantbot Technologies LP 0.11% Reduce -55.3% 18,555 $4.1M
Maryland State Retirement & Pension System 0.09% Add +3.1% 18,535 $4.1M
Advisors Management Group Inc. 0.71% Reduce -1.9% 18,379 $4.1M
Boston Family Office LLC 0.26% Add +3.8% 18,374 $4.1M
Lakeside Advisors, INC. 2.56% Reduce -2.6% 18,354 $4.1M
Empowered Funds, LLC 0.04% Reduce -9.0% 18,339 $4.0M
Keebeck Wealth Management 0.48% Reduce -1.7% 18,284 $4.0M
EagleClaw Capital Managment, LLC 0.56% Reduce -1.7% 18,231 $4.0M
Radnor Capital Management, LLC 0.61% No change 18,221 $4.0M
Conning Inc. 0.14% Add +2.8% 18,211 $4.0M
Chicago Capital, LLC 0.10% Add +2.1% 17,976 $4.0M
GPM Growth Investors, Inc. 1.53% Add +8.0% 17,975 $4.0M
Independence Bank of Kentucky 0.51% Add +27.3% 17,968 $4.0M
Brevan Howard Capital Management LP 0.06% Reduce -70.8% 17,870 $3.9M
Securian Asset Management, Inc. 0.10% Reduce -6.6% 17,850 $3.9M
QRG Capital Management, Inc. 0.05% Reduce -37.6% 17,784 $3.9M
Aquatic Capital Management LLC 0.07% Reduce -22.6% 17,765 $3.9M
Schonfeld Strategic Advisors LLC 0.03% Reduce -82.8% 17,634 $3.9M
Intact Investment Management Inc. 0.12% Add +19.7% 17,600 $3.9M
Stratos Wealth Partners, LTD. 0.05% Add +6.6% 17,460 $3.9M
Farther Finance Advisors, LLC 0.06% Add +98.3% 17,342 $3.8M
Alps Advisors Inc. 0.02% Reduce -4.5% 17,275 $3.8M
Bridges Investment Management Inc. 0.05% Add +0.1% 17,261 $3.8M
Choreo, LLC 0.05% Reduce -8.0% 17,259 $3.8M
Home Federal Bank of Tennessee 1.01% Reduce -0.1% 17,121 $3.8M
Twinbeech Capital LP 0.15% Reduce -64.5% 17,103 $3.8M
Telos Capital Management, Inc. 0.36% Add +10.1% 17,007 $3.8M
PICTET BANK & TRUST Ltd 4.51% No change 17,000 $3.8M
Wedge Capital Management L L P 0.06% Reduce -8.8% 16,946 $3.7M
RB Capital Management, LLC 0.81% Add +1.1% 16,945 $3.7M
Old Port Advisors 0.94% Reduce -0.9% 16,917 $3.7M
Providence Wealth Advisors, LLC 2.36% Reduce -2.4% 18,285 $3.7M
Turn8 Private Wealth Inc. 2.68% Add +4.7% 16,909 $3.7M
Rakuten Investment Management, Inc. 0.01% — 53,528 $3.7M
Stillwater Wealth Management Group 2.58% — 16,725 $3.7M
Prudential PLC 0.03% Add +9.8% 16,631 $3.7M
New Mexico Educational Retirement Board 0.11% Reduce -2.9% 16,566 $3.7M
Grandview Asset Management LLC 1.03% Reduce -0.0% 16,556 $3.7M
Procyon Advisors, LLC 0.22% Reduce -14.3% 16,545 $3.7M
E. Ohman J:or Asset Management AB 0.09% No change 16,520 $3.6M
Bokf, NA 0.05% Add +0.5% 16,488 $3.6M
Ascent Group, LLC 0.13% Add +6.5% 16,419 $3.6M
Stonegate Investment Group, LLC 0.08% Add +2.4% 16,404 $3.6M
Liberty Wealth Management LLC 0.51% Add +0.0% 16,341 $3.6M
CX Institutional 0.11% Reduce -2.8% 16,244 $3.6M
Simplex Trading, LLC 0.08% Add +246.5% 16,142 $3.6M
Global Retirement Partners, LLC 0.08% Add +5.5% 16,071 $3.5M
Brookfield Corp 0.00% Reduce -20.2% 16,061 $3.5M
Burke & Herbert Bank & Trust Co. 0.76% Reduce -1.3% 15,975 $3.5M
Octavia Wealth Advisors, LLC 0.35% Add +1.5% 15,974 $3.5M
Mgo One Seven LLC 0.08% Add +17.0% 15,809 $3.5M
Scott & Selber, Inc. 0.89% Reduce -1.7% 15,764 $3.5M
Bfsg, LLC 0.34% Add +1.1% 15,746 $3.5M
Simmons Bank 0.23% Add +0.4% 15,696 $3.5M
1ST Source Bank 0.18% Reduce -0.7% 15,681 $3.5M
Snowden Capital Advisors LLC 0.10% Add +1.6% 15,670 $3.5M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -97.7% 15,645 $3.5M
Aptus Capital Advisors, LLC 0.03% Reduce -0.6% 15,508 $3.4M
Graphene Investments SAS 2.16% Add +20.2% 15,500 $3.4M
First Manhattan Co. Llc. 0.01% Add +110.5% 15,454 $3.4M
Great Lakes Advisors, LLC 0.03% Reduce -27.7% 15,448 $3.4M
GWN Securities Inc. 0.79% Reduce -51.8% 15,243 $3.4M
Engineers Gate Manager LP 0.04% Reduce -57.6% 15,424 $3.4M
Fulcrum Asset Management LLP 0.94% Reduce -19.1% 15,408 $3.4M
Capital International, Inc. 0.03% New 15,330 $3.4M
Morton Community Bank 0.78% New 16,935 $3.4M
Midwest Professional Planners, LTD. 0.82% Reduce -0.0% 15,298 $3.4M
Guardian Wealth Management, Inc. 1.99% Add +1.5% 15,258 $3.4M
SeaCrest Wealth Management, LLC 0.36% Reduce -0.9% 15,312 $3.4M
OneDigital Investment Advisors LLC 0.03% Reduce -1.6% 15,197 $3.4M
Mitchell & Pahl Private Wealth, LLC 1.41% Reduce -0.3% 15,194 $3.4M
Level Four Advisory Services, LLC 0.11% Add +0.7% 15,166 $3.3M
Citizens Financial Group Inc. 0.05% Add +8.4% 15,119 $3.3M
Wesleyan Assurance Society 0.20% No change 15,091 $3.3M
Independent Financial Group, LLC 0.08% Add +3.4% 15,085 $3.3M
Clearstead Trust, LLC 0.57% Reduce -0.9% 15,007 $3.3M
Guyasuta Investment Advisors Inc. 0.19% Reduce -0.4% 15,000 $3.3M
Compass Wealth Management LLC 0.74% Reduce -0.3% 14,989 $3.3M
Norinchukin Bank, The 0.04% Reduce -20.9% 14,987 $3.3M
Wesbanco Bank Inc. 0.09% Reduce -1.8% 14,985 $3.3M
Leonteq Securities AG 0.18% Add +78.3% 14,950 $3.3M
North Star Investment Management Corp. 0.21% Add +0.2% 14,923 $3.3M
Naples Global Advisors, LLC 0.26% Add +1.7% 14,900 $3.3M
Ashton Thomas Private Wealth, LLC 0.09% Add +9.4% 14,849 $3.3M
Rowlandmiller & Partners.adv 0.64% No change 14,848 $3.3M
Family Legacy, Inc. 1.00% Add +0.7% 14,811 $3.3M
Aviso Financial Inc. 0.13% Add +5.8% 14,780 $3.3M
Ameliora Wealth Management Ltd. 1.09% Add +1.2% 14,766 $3.3M
Pathway Financial Advisers, LLC 0.95% Add +2.5% 14,816 $3.3M
Solidarity Wealth, LLC 0.70% Add +303.8% 14,693 $3.2M
Aaron Wealth Advisors LLC 0.20% Add +11.4% 14,685 $3.2M
Prosperity Consulting Group, LLC 0.16% Add +1.8% 14,537 $3.2M
United Capital Financial Advisors, LLC 0.02% Reduce -2.0% 14,504 $3.2M
Allstate Corp. 0.07% New 14,452 $3.2M
OMERS ADMINISTRATION Corp 0.02% No change 14,413 $3.2M
Callan Family Office, LLC 0.10% Reduce -11.2% 14,386 $3.2M
Eventide Asset Management, LLC 0.05% Add +13.1% 14,473 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +10.4% 14,290 $3.2M
L & S Advisors Inc 0.34% Add +0.7% 14,245 $3.1M
OmniStar Financial Group, Inc. 1.90% Add +77.7% 14,180 $3.1M
Park Avenue Securities LLC 0.02% Add +7.9% 14,165 $3.1M
Whittier Trust Co. 0.04% Reduce -0.3% 14,216 $3.1M
Taikang Asset Management (Hong Kong) Co Ltd 0.35% Reduce -22.9% 14,100 $3.1M
International Assets Investment Management, LLC 0.25% No change 13,573 $3.1M
Lockheed Martin Investment Management Co. 0.11% New 14,000 $3.1M
Brown Shipley& Co Ltd 1.61% Reduce -2.1% 13,813 $3.1M
Diversify Advisory Services, LLC 0.10% Reduce -8.7% 15,486 $3.0M
Nikulski Financial, Inc. 0.76% Add +4.3% 13,675 $3.0M
Obermeyer Wealth Partners 0.14% Add +5.8% 13,654 $3.0M
East Coast Asset Management, LLC. 0.94% Reduce -0.4% 13,646 $3.0M
McIlrath & Eck, LLC 0.31% Add +3.7% 13,586 $3.0M
Aull & Monroe Investment Management Corp 1.52% Reduce -1.5% 13,463 $3.0M
World Investment Advisors 0.06% Add +3.5% 13,432 $3.0M
Two Sigma Securities, LLC 0.44% Add +135.3% 13,424 $3.0M
Kingsview Wealth Management, LLC 0.05% Add +2.4% 13,400 $3.0M
L. Roy Papp & Associates, LLP 0.33% Add +4.2% 13,397 $3.0M
AE Wealth Management LLC 0.02% Add +32.2% 13,392 $3.0M
Iowa State Bank 0.56% Add +0.5% 13,377 $3.0M
Koshinski Asset Management, Inc. 0.21% Add +8.8% 13,213 $2.9M
Alkeme Wealth, LLC 1.25% Reduce -3.4% 13,124 $2.9M
Greenleaf Trust 0.03% Reduce -3.4% 13,114 $2.9M
Empirical Finance, LLC 0.14% Add +0.9% 13,112 $2.9M
Enhancing Capital LLC 2.12% No change 13,100 $2.9M
Woodmont Investment Counsel LLC 0.19% Reduce -0.1% 13,081 $2.9M
Caldwell Trust Co 0.27% Add +2.4% 13,048 $2.9M
Axxcess Wealth Management, LLC 0.06% Reduce -2.7% 13,039 $2.9M
Viking Fund Management LLC 0.35% No change 13,000 $2.9M
SteelPeak Wealth, LLC 0.10% Add +42.5% 12,996 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +2.9% 12,982 $2.9M
Silphium Asset Management Ltd 0.84% Reduce -40.0% 12,915 $2.9M
Metis Global Partners, LLC 0.07% Reduce -15.2% 12,859 $2.8M
Covenant Asset Management, LLC 0.54% Reduce -0.4% 12,839 $2.8M
UNIVEST FINANCIAL Corp 0.16% Add +2.9% 12,784 $2.8M
Merit Financial Group, LLC 0.03% Add +7.0% 12,740 $2.8M
Griffin Asset Management, Inc. 0.32% Add +0.8% 12,740 $2.8M
Summit Trail Advisors, LLC 0.04% Add +37.4% 12,702 $2.8M
American State Bank (Iowa) 1.42% Add +0.3% 12,640 $2.8M
Aries Wealth Management 0.65% Add +1.0% 12,525 $2.8M
Valeo Financial Advisors, LLC 0.06% Reduce -5.3% 12,425 $2.7M
Secure Asset Management, LLC 0.45% Add +182.6% 12,472 $2.7M
Diversify Wealth Management, LLC 0.16% Add +6.5% 13,925 $2.7M
Whitford Management LLC 2.75% New 12,372 $2.7M
Brookmont Capital Management 1.50% New 12,259 $2.7M
Parallel Advisors, LLC 0.05% Reduce -1.6% 12,258 $2.7M
Harbour Capital Advisors, LLC 0.55% Reduce -0.7% 12,366 $2.7M
Praxis Investment Management Inc. 0.16% Reduce -12.4% 12,178 $2.7M
Bleakley Financial Group, LLC 0.06% Reduce -3.6% 12,150 $2.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.57% Reduce -2.8% 12,144 $2.7M
Summit Financial, LLC 0.04% Reduce -0.6% 12,093 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -1.9% 12,082 $2.7M
Insight Wealth Strategies, LLC 0.31% Add +14.0% 12,070 $2.7M
Security National Bank 0.41% Add +3711.7% 12,045 $2.7M
First PREMIER Bank 0.60% No change 11,953 $2.6M
Illinois Municipal Retirement Fund 0.03% Reduce -18.4% 11,945 $2.6M
Littlejohn Financial Services, Inc. 1.92% Add +9.4% 11,903 $2.6M
Wedbush Securities Inc. 0.09% Reduce -0.6% 11,868 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +1.3% 11,859 $2.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +1.1% 11,812 $2.6M
G&S Capital LLC 0.96% Reduce -0.6% 11,715 $2.6M
Raab & Moskowitz Asset Management LLC 0.58% Reduce -0.7% 11,683 $2.6M
Hartline Investment Corp./ 0.27% Reduce -0.2% 11,676 $2.6M
Correct Capital Wealth Management 0.47% Add +1.3% 11,627 $2.6M
Aldebaran Financial Inc. 2.57% Add +5.0% 11,619 $2.6M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -9.9% 11,933 $2.6M
CGN Advisors LLC 0.21% Add +1.6% 11,534 $2.5M
Harbour Investments, Inc. 0.06% Add +4.2% 11,477 $2.5M
Field & Main Bank 0.75% Reduce -0.4% 11,455 $2.5M
1832 Asset Management L.P. 0.00% Add +0.7% 11,426 $2.5M
Argyle Capital Management, LLC 0.86% Reduce -0.4% 11,327 $2.5M
IAM Advisory, LLC 0.56% Add +1.4% 11,254 $2.5M
WT Wealth Management 0.71% Add +10.7% 11,224 $2.5M
Capital Investment Advisors, LLC 0.04% Add +0.3% 11,181 $2.5M
AlphaCore Capital LLC 0.08% Add +1.3% 11,161 $2.5M
Centric Wealth Management 0.55% Add +15.9% 12,273 $2.5M
YHB Investment Advisors, Inc. 0.18% Add +0.3% 11,044 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -11.1% 10,949 $2.4M
Pettee Investors, Inc. 1.33% Reduce -14.0% 10,923 $2.4M
Exchange Traded Concepts, LLC 0.02% Add +507.6% 10,919 $2.4M
TKG Advisors, LLC 1.03% Add +4.5% 10,910 $2.4M
South Dakota Investment Council 0.05% Reduce -7.6% 10,905 $2.4M
VestGen Advisors, LLC 0.08% Add +10.3% 10,879 $2.4M
Delta Asset Management LLC 0.20% Reduce -0.0% 10,849 $2.4M
Monograph Wealth Advisors, LLC 0.24% Reduce -6.2% 10,841 $2.4M
Baldwin Investment Management, LLC 0.27% Add +2.9% 10,786 $2.4M
Connable Office Inc. 0.22% New 10,756 $2.4M
Confluence Wealth Services, Inc. 0.12% Add +3.3% 10,709 $2.4M
Ballentine Partners, LLC 0.03% Reduce -0.9% 10,595 $2.3M
Accretive Wealth Partners, LLC 0.71% Add +1.9% 10,595 $2.3M
Adapt Wealth Advisors, LLC 0.86% Add +0.1% 10,565 $2.3M
Orser Capital Management, LLC 1.22% Reduce -2.5% 10,528 $2.3M
Ancora Advisors LLC 0.05% Add +1.2% 10,501 $2.3M
Harvest Fund Management Co., Ltd 0.10% Reduce -6.2% 10,470 $2.3M
Little House Capital LLC 0.53% Reduce -28.6% 10,489 $2.3M
Mutual Advisors, LLC 0.05% Reduce -8.4% 10,689 $2.3M
GFS Advisors, LLC 0.29% No change 10,450 $2.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.92% No change 10,437 $2.3M
IFP Advisors, Inc 0.06% Add +6.2% 10,434 $2.3M
Parsons Capital Management Inc. 0.13% Reduce -0.9% 10,424 $2.3M
Rydar Equities, Inc. 1.84% Reduce -4.9% 10,454 $2.3M
Ferguson Wellman Capital Management, Inc. 0.04% Add +1.0% 10,369 $2.3M
LMCG Investments, LLC 0.13% No change 10,316 $2.3M
Arkadios Wealth Advisors 0.06% Add +28.9% 10,310 $2.3M
Chicago Partners Investment Group LLC 0.06% Add +4.2% 11,139 $2.3M
Ameritas Advisory Services, LLC 0.15% Add +47.3% 10,282 $2.3M
Titleist Asset Management, LLC 0.20% Add +122.4% 10,228 $2.3M
LGT Group Foundation 0.03% Add +2.1% 10,230 $2.2M
Zevenbergen Capital Investments LLC 0.04% Add +7.8% 10,170 $2.2M
Kampmann Melissa S. 1.64% Add +2.5% 10,155 $2.2M
Hunter Associates Investment Management LLC 0.31% Reduce -0.6% 10,149 $2.2M
Weaver Capital Management LLC 0.49% Reduce -1.6% 10,088 $2.2M
Oak Asset Management, LLC 0.76% Add +14.7% 10,077 $2.2M
Ieq Capital, LLC 0.01% Reduce -53.5% 10,015 $2.2M
Mufg Securities Americas Inc. 0.14% Add +23.1% 9,994 $2.2M
SHUTTLEWORTH & Co 2.00% — 9,983 $2.2M
Principal Securities, Inc. 0.04% Add +14.3% 9,959 $2.2M
Norris Perne & French LLP 0.15% No change 9,931 $2.2M
Quadrant Capital Group LLC 0.07% Reduce -15.5% 9,895 $2.2M
Rothschild Investment LLC 0.12% Add +0.2% 9,864 $2.2M
AIA Group Ltd 0.04% New 9,856 $2.2M
Outfitters Financial LLC 1.75% Reduce -2.9% 9,819 $2.2M
Paragon Private Wealth Management, LLC 0.71% Add +14.4% 9,775 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -10.7% 9,736 $2.2M
Krilogy Financial LLC 0.08% New 10,696 $2.1M
RMR Wealth Builders 0.18% Reduce -4.3% 9,712 $2.1M
Great Valley Advisor Group, Inc. 0.04% Reduce -0.8% 9,712 $2.1M
Mission Wealth Management, LP 0.04% Add +5.6% 9,667 $2.1M
Schulhoff & Co. Inc. 0.91% Reduce -0.4% 9,659 $2.1M
Canton Hathaway, LLC 0.41% Add +0.5% 9,644 $2.1M
Adirondack Trust Co. 0.71% Reduce -0.3% 9,610 $2.1M
Nomura Holdings Inc. 0.01% Reduce -62.8% 9,563 $2.1M
Bell Bank 0.09% Reduce -0.2% 9,559 $2.1M
Constitution Capital LLC 0.99% Add +0.6% 9,545 $2.1M
Meeder Advisory Services, Inc. 0.10% Reduce -1.1% 9,454 $2.1M
Kingswood Wealth Advisors, LLC 0.13% Reduce -6.1% 9,390 $2.1M
GAMMA Investing LLC 0.11% Reduce -4.6% 9,370 $2.1M
Kathmere Capital Management, LLC 0.15% Add +7.7% 9,364 $2.1M
Columbia Asset Management 0.39% No change 9,335 $2.1M
Signaturefd, LLC 0.03% Add +1.7% 9,332 $2.1M
One Capital Management, LLC 0.07% Add +0.2% 9,317 $2.1M
Sky Investment Group LLC 0.35% Add +8.3% 9,313 $2.1M
Cohen Klingenstein LLC 0.06% No change 9,300 $2.1M
MBM Wealth Consultants, LLC 0.51% Add +10.6% 9,286 $2.1M
Garner Asset Management Corp 0.83% Add +1.5% 9,283 $2.0M
Stenger Family Office, LLC 0.42% Add +21.4% 9,588 $2.0M
Patrick M Sweeney & Associates, Inc. 1.32% Add +0.3% 9,247 $2.0M
Nvwm, LLC 0.46% Add +7.1% 9,205 $2.0M
Kavar Capital Partners Group, LLC 0.27% Add +21.8% 9,186 $2.0M
Wellington Shields & Co., LLC 0.53% Add +0.0% 9,163 $2.0M
JGP Wealth Management, LLC 0.22% Reduce -1.4% 9,327 $2.0M
Flagship Harbor Advisors, LLC 0.09% Reduce -1.7% 9,140 $2.0M
Mitchell Sinkler & Starr 0.91% No change 9,130 $2.0M
Caprock Group, LLC 0.05% — 8,872 $2.0M
Mechanics Bank Trust Department 0.28% Reduce -1.4% 9,068 $2.0M
Vestmark Advisory Solutions, Inc. 0.04% Add +3.5% 9,055 $2.0M
Advisors Preferred, LLC 0.29% Reduce -60.5% 9,078 $2.0M
Guerra Advisors Inc 0.74% Add +59.5% 9,037 $2.0M
Institute for Wealth Management, LLC. 0.21% Add +3.3% 9,021 $2.0M
Fisher Asset Management 0.00% Add +16.9% 8,985 $2.0M
Baker Ellis Asset Management LLC 0.24% Add +44.9% 8,966 $2.0M
Occudo Quantitative Strategies LP 0.24% New 8,943 $2.0M
Symphony Financial, Ltd. Co. 0.24% Add +46.2% 8,924 $2.0M
Fayez Sarofim & Co 0.00% No change 8,899 $2.0M
Robertson Stephens Wealth Management, LLC 0.06% Add +0.7% 8,871 $2.0M
Westbourne Investments, Inc. 0.94% Add +30.3% 9,799 $2.0M
Kirtland Hills Capital Management, LLC 0.77% Add +3.7% 8,856 $2.0M
Godshalk Welsh Capital Management, Inc. 1.11% No change 8,790 $1.9M
Tower Research Capital LLC (TRC) 0.05% Reduce -55.0% 8,765 $1.9M
IHT Wealth Management, LLC 0.05% Reduce -2.3% 8,727 $1.9M
Aspen Investment Management Inc 0.74% Add +2.1% 8,714 $1.9M
Mainstay Capital Management LLC 0.19% Reduce -49.3% 8,678 $1.9M
Redmond Asset Management, LLC 0.47% Reduce -10.8% 8,648 $1.9M
Whalen Wealth Management Inc. 1.11% New 8,602 $1.9M
Capital & Planning, LLC 1.17% Add +9.0% 8,564 $1.9M
Private Trust Co. NA 0.17% Add +0.5% 8,561 $1.9M
Armstrong Advisory Group, Inc. 0.13% No change 8,476 $1.9M
Sonora Investment Management Group, LLC 0.13% Reduce -26.1% 8,475 $1.9M
Florida Trust Wealth Management Co 0.05% Add +10.0% 8,446 $1.9M
Generali Asset Management SPA SGR 0.04% Add +1.5% 8,431 $1.9M
Lederer & Associates Investment Counsel 1.21% Add +6.6% 8,427 $1.9M
Creekmur Asset Management LLC 0.31% Add +112.8% 8,381 $1.9M
Canada Post Corp Registered Pension Plan 0.08% Add +45.2% 8,388 $1.8M
MFG Wealth Management, Inc. 1.39% Reduce -15.0% 8,315 $1.8M
HHM Wealth Advisors, LLC 0.21% Reduce -0.1% 8,283 $1.8M
Welch Group, LLC 0.07% Add +22.0% 8,281 $1.8M
Waldron Private Wealth LLC 0.07% Reduce -1.5% 8,266 $1.8M
HMS Capital Management, LLC 0.77% Reduce -1.7% 8,244 $1.8M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -8.0% 8,242 $1.8M
Welch & Forbes LLC 0.02% Add +1.1% 8,221 $1.8M
O'Brien Greene & Co. Inc 0.56% Reduce -0.3% 8,200 $1.8M
Powers Advisory Group, LLC 0.72% Add +0.5% 8,182 $1.8M
Oxbow Advisors, LLC 0.17% Reduce -0.1% 8,175 $1.8M
Vise Technologies, Inc. 0.07% Add +13.1% 8,167 $1.8M
Trium Capital LLP 0.71% Add +35.2% 8,154 $1.8M
Hudson Bay Capital Management LP 0.01% Add +83.5% 8,120 $1.8M
Castle Rock Wealth Management, LLC 0.40% Add +5.4% 8,209 $1.8M
Norden Group LLC 0.18% Reduce -11.0% 8,069 $1.8M
Compound Planning, Inc. 0.06% Add +0.4% 8,062 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -4.2% 8,018 $1.8M
West Family Investments, Inc. 0.39% Add +1.3% 8,003 $1.8M
Meridian Wealth Management, LLC 0.07% Reduce -3.5% 7,999 $1.8M
Gryphon Financial Partners LLC 0.20% Add +1.6% 7,982 $1.8M
Sowell Financial Services LLC 0.07% Reduce -13.6% 7,978 $1.8M
Cim Investment Management Inc. 0.48% Reduce -0.9% 7,969 $1.8M
Evoke Wealth, LLC 0.04% Add +2.6% 7,963 $1.8M
Fiduciary Alliance LLC 0.12% Reduce -0.2% 7,959 $1.8M
Legacy Financial Group LLC 0.23% Reduce -1.8% 7,922 $1.7M
Algebris (uk) Ltd. 0.20% Add +13.4% 7,915 $1.7M
Essex LLC 0.32% No change 7,890 $1.7M
Garrison Point Advisors, LLC 0.73% Reduce -1.9% 7,830 $1.7M
Trillium Asset Management, LLC 0.05% Reduce -8.6% 7,810 $1.7M
Focus Financial Network, Inc. 0.06% Reduce -1.6% 7,803 $1.7M
Integrity Alliance, Llc. 0.08% Add +11.8% 7,790 $1.7M
Hudson Canyon Capital Management 0.99% Reduce -3.3% 8,731 $1.7M
Smartleaf Asset Management LLC 0.11% Add +18.7% 7,797 $1.7M
Founders Financial Securities LLC 0.12% Add +7.1% 7,730 $1.7M
RDA Financial Network 0.42% Add +1.6% 7,686 $1.7M
Blodgett Wealth Advisors, LLC 1.17% No change 7,671 $1.7M
Savvy Advisors, Inc. 0.08% Add +11.6% 7,619 $1.7M
McRae Capital Management Inc. 0.33% Add +0.2% 7,613 $1.7M
Dnca Finance 0.12% No change 7,600 $1.7M
Matrix Trust Co 0.26% Reduce -4.3% 7,574 $1.7M
Western Wealth Management, LLC 0.09% Add +0.7% 7,529 $1.7M
Old National Bancorp 0.03% Reduce -6.0% 7,525 $1.7M
Ironwood Investment Counsel, LLC 0.24% Reduce -0.3% 7,363 $1.6M
Luts & Greenleigh Group, Inc. 1.46% Reduce -0.0% 7,359 $1.6M
Aviance Capital Partners, LLC 0.19% No change 7,339 $1.6M
FRG Family Wealth Advisors LLC 0.26% No change 7,336 $1.6M
Family Legacy Financial Solutions, LLC 1.24% Add +7.9% 7,330 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +8.6% 7,233 $1.6M
Zions Bancorporation, National Association 0.08% Reduce -22.3% 7,221 $1.6M
Fjell Capital, LLC 1.40% Add +14.6% 7,209 $1.6M
Aigen Investment Management, LP 0.25% Reduce -51.7% 7,193 $1.6M
Comprehensive Financial Consultants Institutional, Inc. 0.49% Reduce -0.1% 7,182 $1.6M
Tempus Wealth Planning, LLC 0.36% Reduce -1.3% 7,179 $1.6M
Bank of New Hampshire 0.36% Reduce -4.0% 7,172 $1.6M
Cornercap Investment Counsel Inc. 0.79% New 7,169 $1.6M
Aster Capital Management (DIFC) Ltd 0.80% Reduce -36.1% 7,143 $1.6M
Boston Trust Walden Corp 0.01% Add +0.6% 7,117 $1.6M
InTrack Investment Management Inc 0.94% Add +21.3% 7,102 $1.6M
Aventail Capital Group, LP 0.07% New 7,086 $1.6M
United Capital Management of KS, Inc. 0.21% Reduce -0.7% 7,077 $1.6M
Brighton Jones LLC 0.04% Add +5.4% 7,026 $1.6M
Motiv8 Investments LLC 0.82% Add +21.3% 6,990 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -0.7% 6,990 $1.5M
HM Payson & Co. 0.02% Add +0.8% 6,988 $1.5M
Joel Isaacson & Co., LLC 0.06% Add +134.7% 6,970 $1.5M
Clear Creek Financial Management, LLC 0.13% Add +0.1% 6,937 $1.5M
Unique Wealth, LLC 0.22% Add +0.2% 6,874 $1.5M
Ausdal Financial Partners, Inc. 0.07% Add +130.6% 6,853 $1.5M
Wealthspire Advisors, LLC 0.01% Reduce -0.6% 6,824 $1.5M
Essex Financial Services, Inc. 0.09% Add +1.4% 6,784 $1.5M
WBH Advisory Inc. 0.11% Reduce -0.1% 6,732 $1.5M
Silver Oak Securities, Incorporated 0.11% Add +11.0% 6,721 $1.5M
Community Bank, N.A. 0.18% Add +40.4% 6,713 $1.5M
Anb Bank 0.60% Reduce -8.7% 6,689 $1.5M
Richard Bernstein Advisors LLC 0.04% Reduce -59.4% 6,685 $1.5M
Cannell & Spears LLC 0.03% Add +0.0% 6,661 $1.5M
Harfst & Associates, Inc. 0.27% Add +1.4% 6,641 $1.5M
NorthRock Partners, LLC 0.03% Add +9.4% 6,637 $1.5M
Mengis Capital Management, Inc. 0.29% No change 6,598 $1.5M
Hilltop Holdings Inc. 0.08% Reduce -5.7% 6,588 $1.5M
Tandem Capital Management Corp. 0.68% No change 6,583 $1.5M
Northwest Bancshares, Inc. 0.24% Reduce -0.2% 6,556 $1.4M
Fca Corp. 0.40% Add +4.7% 6,552 $1.4M
Ofi Invest Asset Management 0.03% Add +0.5% 7,673 $1.4M
Sterling Investment Management, LLC 0.86% Add +2.2% 6,490 $1.4M
GC Wealth Management RIA, LLC 0.05% Add +49.2% 6,489 $1.4M
Sagespring Wealth Partners, LLC 0.03% Reduce -1.1% 6,479 $1.4M
Moneta Group Investment Advisors LLC 0.01% Add +3.5% 6,460 $1.4M
First Pacific Financial 0.20% Reduce -1.6% 6,460 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +8.1% 6,458 $1.4M
VeraBank, N.A. 0.27% No change 6,455 $1.4M
Ossiam 0.02% Reduce -45.9% 6,432 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Add +0.4% 6,429 $1.4M
PKO Investment Management Joint-Stock Co 0.12% No change 6,412 $1.4M
Thoroughbred Financial Services, LLC 0.09% Add +1.8% 6,385 $1.4M
Fifth Third Wealth Advisors LLC 0.05% Add +2.2% 6,334 $1.4M
WD Rutherford LLC 0.59% Add +1.2% 6,324 $1.4M
Crestwood Advisors Group, LLC 0.02% Reduce -10.8% 6,320 $1.4M
Stiles Financial Services Inc 0.44% Add +0.1% 6,307 $1.4M
HBK Sorce Advisory LLC 0.03% Reduce -4.6% 6,517 $1.4M
Cullen/Frost Bankers, Inc. 0.02% Reduce -3.9% 6,302 $1.4M
Richards, Merrill & Peterson, Inc. 0.60% Reduce -0.9% 6,292 $1.4M
Blue Trust, Inc. 0.02% Reduce -2.7% 6,290 $1.4M
McDaniel Terry & Co. 0.11% No change 6,275 $1.4M
Counterweight Ventures, LLC 0.81% No change 6,237 $1.4M
Diversified Trust Co. 0.03% Add +7.7% 6,229 $1.4M
Wedmont Private Capital 0.05% Add +0.1% 6,304 $1.4M
Vision Financial Markets LLC 1.17% Reduce -3.1% 6,194 $1.4M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -4.8% 6,130 $1.4M
Equitable Trust Co. 0.06% Reduce -0.1% 6,111 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% Reduce -2.6% 6,105 $1.3M
Strategic Blueprint, LLC 0.06% Add +0.1% 6,101 $1.3M
TD Private Client Wealth LLC 0.03% Reduce -1.8% 6,098 $1.3M
Birch Hill Investment Advisors LLC 0.06% Reduce -0.7% 6,059 $1.3M
SCS Capital Management LLC 0.01% Reduce -11.4% 6,055 $1.3M
Rehmann Capital Advisory Group 0.07% Add +1.2% 6,047 $1.3M
Venture Visionary Partners LLC 0.05% Reduce -0.2% 6,026 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -0.4% 6,053 $1.3M
Wedgewood Investors Inc. 1.45% Reduce -0.7% 6,006 $1.3M
RFG - Bristol Wealth Advisors, LLC 0.38% Reduce -5.7% 5,991 $1.3M
Commonwealth Retirement Investments LLC 0.45% Reduce -0.8% 5,990 $1.3M
New England Research & Management, Inc. 0.61% No change 5,985 $1.3M
Dynasty Wealth Management, LLC 0.02% Reduce -7.5% 5,984 $1.3M
GPS Wealth Strategies Group, LLC 0.14% Reduce -1.0% 5,949 $1.3M
Uniplan Investment Counsel, Inc. 0.13% New 5,935 $1.3M
J. Team Financial, Inc. 1.33% — 5,932 $1.3M
Segment Wealth Management, LLC 0.08% Reduce -9.5% 5,924 $1.3M
Advisor OS, LLC 0.11% Add +6.2% 5,917 $1.3M
Boyar Asset Management Inc. 0.83% No change 5,911 $1.3M
Foundations Investment Advisors, LLC 0.02% Reduce -2.8% 5,863 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -80.1% 5,855 $1.3M
Nwam LLC 0.07% Reduce -15.2% 5,976 $1.3M
Shell Asset Management Co. 0.13% Reduce -66.4% 5,842 $1.3M
Iams Wealth Management, LLC 0.52% New 5,840 $1.3M
OneAscent Financial Services LLC 0.09% Add +0.3% 5,837 $1.3M
Checchi Capital Advisers, LLC 0.09% Reduce -5.8% 5,825 $1.3M
Cobblestone Capital Advisors LLC 0.06% Add +0.9% 5,823 $1.3M
Addison Capital Co 0.38% Add +4.8% 5,817 $1.3M
Marex Group Ltd 0.02% New 5,808 $1.3M
Capital Planning LLC 0.37% No change 5,800 $1.3M
Quadcap Wealth Management, LLC 0.15% Add +0.6% 5,798 $1.3M
Tema ETFs LLC 0.11% New 5,779 $1.3M
Corundum Group, Inc. 0.52% Reduce -0.3% 5,736 $1.3M
SouthState Bank Corp 0.06% Reduce -12.8% 5,703 $1.3M
MTM Investment Management, LLC 0.40% Add +1.3% 5,693 $1.3M
Retirement Planning Group, LLC 0.04% Add +473.7% 5,691 $1.3M
Lebenthal Global Advisors, LLC 0.22% Add +16.6% 5,691 $1.3M
Okabena Investment Services Inc. 0.24% Add +0.1% 5,682 $1.3M
BayBridge Capital Group, LLC 0.80% Reduce -0.3% 5,673 $1.3M
Veracity Capital LLC 0.40% Reduce -1.1% 5,655 $1.2M
Westover Capital Advisors, LLC 0.23% Reduce -1.5% 5,652 $1.2M
Sava Infond d.o.o. 0.18% Reduce -16.3% 5,640 $1.2M
FAS Wealth Partners, Inc. 0.08% Add +0.1% 5,634 $1.2M
AAFMAA Wealth Management & Trust LLC 0.49% Add +1.8% 5,620 $1.2M
XTX Topco Ltd 0.06% Reduce -83.6% 5,592 $1.2M
Detalus Advisors, LLC 0.32% Add +0.1% 5,585 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.60% Add +0.0% 5,584 $1.2M
Cassia Capital Partners, LLC 0.67% Add +14.4% 5,567 $1.2M
PFG Investments, LLC 0.06% Reduce -3.9% 5,560 $1.2M
Advisory Alpha, LLC 0.03% Reduce -1.8% 5,640 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Reduce -65.0% 5,540 $1.2M
Ascentis Independent Advisors 0.21% Add +283.3% 5,535 $1.2M
Bank of Nova Scotia Trust Co. 0.11% Add +11.3% 5,514 $1.2M
Callahan Advisors, LLC 0.10% Add +0.2% 5,488 $1.2M
Piscataqua Savings Bank 0.94% Reduce -0.9% 5,432 $1.2M
Ceeto Capital Group, LLC 0.34% No change 5,351 $1.2M
Alpine Woods Capital Investors, LLC 0.27% Add +84.6% 5,349 $1.2M
Moseley Investment Management Inc. 0.36% Add +11.4% 5,323 $1.2M
Sculati Wealth Management, LLC 0.41% Add +19.1% 5,314 $1.2M
Rogco, LP 0.41% Reduce -0.1% 5,310 $1.2M
FORA Capital, LLC 0.21% New 5,284 $1.2M
HUB Investment Partners, LLC 0.04% Add +4.2% 5,270 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.67% Reduce -0.7% 5,262 $1.2M
Valmark Advisers, Inc. 0.01% Reduce -1.4% 5,262 $1.2M
Angeles Wealth Management, LLC 0.07% Reduce -1.3% 5,221 $1.2M
Retirement Guys Formula LLC 0.40% Add +4.1% 5,206 $1.1M
Numerai GP LLC 0.16% New 5,170 $1.1M
Franklin Street Advisors Inc. 0.07% Reduce -8.4% 5,167 $1.1M
Integrated Advisors Network LLC 0.05% Add +18.0% 5,163 $1.1M
Heritage Wealth Management, Inc. 0.33% No change 5,162 $1.1M
Monument Capital Management 0.28% Reduce -7.8% 5,159 $1.1M
WealthTrust Axiom LLC 0.31% No change 5,158 $1.1M
CWA Asset Management Group, LLC 0.04% Reduce -4.8% 5,157 $1.1M
CHICAGO TRUST Co NA 0.16% Reduce -12.1% 5,154 $1.1M
Brooklyn Investment Group 0.15% Reduce -3.2% 4,976 $1.1M
Hartford Financial Management Inc. 0.30% Reduce -7.0% 5,102 $1.1M
Mayflower Financial Advisors, LLC 0.14% Add +1.3% 5,099 $1.1M
MWA Asset Management 0.62% Add +4.2% 5,093 $1.1M
Capital Analysts, LLC 0.03% Add +24.1% 5,089 $1.1M
GW Henssler & Associates Ltd. 0.06% No change 5,089 $1.1M
Silvercrest Asset Management Group LLC 0.01% Add +2.5% 5,061 $1.1M
Peregrine Asset Advisers, Inc. 0.33% Add +372.5% 5,046 $1.1M
Pekin Hardy Strauss, Inc. 0.11% Reduce -8.1% 5,027 $1.1M
Simplicity Wealth,LLC 0.06% Reduce -60.6% 5,014 $1.1M
Barbara Oil Co. 0.41% No change 5,000 $1.1M
Curated Wealth Partners LLC 0.13% Add +20.4% 4,994 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -9.2% 4,993 $1.1M
Leigh Baldwin & Co., LLC 0.62% Reduce -1.1% 4,982 $1.1M
American National Bank & Trust 0.11% Reduce -28.1% 4,940 $1.1M
Rexford Capital Inc. 0.84% Add +0.8% 4,936 $1.1M
Magnus Financial Group LLC 0.09% Add +1.7% 4,930 $1.1M
Comprehensive Financial Planning, Inc. 0.75% Add +0.3% 4,929 $1.1M
Fulton Bank, N.A. 0.04% Add +0.4% 4,924 $1.1M
Spire Wealth Management 0.04% Reduce -4.4% 4,916 $1.1M
Mainsail Financial Group, LLC 0.47% Add +2.9% 4,896 $1.1M
High Net Worth Advisory Group LLC 0.26% Add +0.7% 4,893 $1.1M
Caldwell Sutter Capital, Inc. 0.46% Reduce -4.9% 4,849 $1.1M
Robbins Farley 0.45% Add +12.6% 4,847 $1.1M
XML Financial, LLC 0.09% Add +0.1% 4,838 $1.1M
Geneos Wealth Management Inc. 0.03% Add +31.9% 4,837 $1.1M
Arete Wealth Advisors, LLC 0.07% Add +13.6% 4,824 $1.1M
IVC Wealth Advisors LLC 0.47% Add +2.3% 4,796 $1.1M
2UniFi Bank 0.53% Add +9.0% 4,763 $1.1M
Capstone Investment Advisors, LLC 0.01% New 4,745 $1.0M
Syon Capital LLC 0.06% Add +3.7% 4,730 $1.0M
Vancity Investment Management Ltd 0.14% Add +4.2% 4,728 $1.0M
Knuff & Co LLC 0.30% Add +9.7% 4,704 $1.0M
Founders Financial Alliance, LLC 0.20% Reduce -2.3% 4,701 $1.0M
Strategic Wealth Partners, Ltd. 0.08% Reduce -47.8% 4,662 $1.0M
Fidelis Capital Partners, LLC 0.08% Add +0.7% 4,649 $1.0M
Werlinich Asset Management, LLC 0.51% Add +5.7% 4,640 $1.0M
Mosaic Family Wealth Partners, LLC 0.12% Add +42.0% 4,668 $1.0M
Sunbelt Securities, Inc. 0.07% Add +357.4% 4,634 $1.0M
Los Angeles Capital Management LLC 0.00% Reduce -97.3% 4,618 $1.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -10.7% 4,582 $1.0M
Smith, Moore & Co. 0.08% Reduce -1.6% 4,572 $1.0M
FourThought Financial Partners, LLC 0.09% Reduce -6.0% 4,544 $1.0M
Leo Wealth, LLC 0.13% Add +116.6% 4,526 $1000K
Lanark Financial, Inc. 0.08% Reduce -3.5% 4,493 $992K
Milestone Asset Management, LLC 0.19% Reduce -6.0% 4,440 $981K
SG Americas Securities, LLC 0.00% Reduce -47.3% 4,429 $978K
Cornerstone Wealth Management, LLC 0.05% Add +3.5% 4,421 $976K
Avestar Capital, LLC 0.07% Reduce -8.8% 4,383 $968K
Abc Arbitrage SA 0.10% Reduce -72.1% 4,380 $967K
Linscomb Wealth, Inc. 0.04% Add +0.1% 4,368 $965K
Mattern Capital Management, LLC 0.11% Add +23.1% 4,362 $963K
First Merchants Corp. 0.04% Reduce -1.6% 4,331 $956K
Wolff Wiese Magana LLC 0.54% Add +7.3% 4,319 $954K
Mine & Arao Wealth Creation & Management, LLC. 0.39% Add +13.3% 4,319 $954K
SkyView Investment Advisors, LLC 0.12% Add +1.6% 4,301 $950K
Coppell Advisory Solutions LLC 0.10% New 4,328 $950K
Cypress Asset Management Inc. 0.22% Reduce -0.2% 4,298 $949K
Moneco Advisors, LLC 0.08% Reduce -1.9% 4,269 $943K
MMBG Investment Advisors Co. 0.08% No change 4,260 $941K
Curi Capital, LLC 0.02% Add +7.8% 4,252 $939K
Buckley Wealth Management, LLC 0.26% Add +1.6% 4,251 $939K
Allen Investment Management, LLC 0.01% No change 4,250 $939K
Wolverine Trading, LLC 0.02% Reduce -28.7% 4,272 $937K
Country Club Bank 0.06% Reduce -2.6% 4,262 $935K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -4.9% 4,201 $928K
Kennedy Investment Group, Inc. 0.37% Add +3.1% 4,199 $927K
Logan Capital Management Inc. 0.04% No change 4,176 $922K
CoreCap Advisors, LLC 0.03% Add +7.3% 4,171 $921K
Portside Wealth Group, LLC 0.13% Add +10.8% 4,152 $917K
NCP Inc. 0.68% No change 4,152 $917K
Transcend Capital Advisors, LLC 0.06% Add +3.1% 4,147 $916K
Dempze Nancy E 0.50% No change 4,142 $915K
Jacksonville Wealth Management, LLC 0.67% Reduce -2.8% 4,120 $910K
Harbour Trust & Investment Management Co 0.09% No change 4,120 $910K
Global Assets Advisory, LLC 0.27% Add +13.3% 4,117 $909K
Profund Advisors LLC 0.03% Reduce -12.1% 4,106 $907K
Impact Investors, Inc 0.60% Reduce -14.4% 4,092 $904K
Generali Investments CEE, investicni spolecnost, a.s. 0.07% No change 4,090 $903K
GM Advisory Group, LLC 0.04% Add +2.1% 4,090 $903K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +2.8% 4,065 $898K
Group One Trading LLC 0.03% Reduce -1.4% 4,065 $898K
Axq Capital, LP 0.34% Reduce -43.4% 4,062 $897K
McDonald Partners LLC 0.26% Reduce -2.4% 4,019 $887K
Larson Financial Group LLC 0.03% Add +8.6% 4,011 $886K
Bank Ozk 0.31% Add +1.7% 4,009 $885K
Fiduciary Family Office, LLC 0.25% Add +22.6% 4,001 $884K
Rithm Capital Corp. 2.25% No change 4,000 $883K
Choate Investment Advisors 0.02% No change 3,999 $883K
MIdWestOne Financial Group, Inc. 0.11% Add +2.4% 3,991 $881K
Catalyst Capital Advisors LLC 0.02% Reduce -18.4% 3,979 $879K
Assetmark, Inc. 0.00% Add +6.5% 3,977 $878K
Aberdeen Wealth Management LLC 0.55% No change 3,975 $878K
Chapman Financial Group, LLC 0.60% No change 3,963 $875K
BOK Financial Private Wealth, Inc. 0.05% Reduce -11.3% 3,952 $873K
Longfellow Investment Management Co. LLC 0.21% New 3,946 $871K
SOL Capital Management CO 0.08% No change 3,935 $869K
Investor's Fiduciary Advisor Network, LLC 0.29% Add +4.3% 3,912 $863K
Wulff, Hansen & Co. 0.74% Add +2.2% 3,893 $860K
Coastal Bridge Advisors, LLC 0.07% Reduce -0.3% 3,884 $858K
Elevation Point Wealth Partners, LLC 0.06% Reduce -29.9% 3,877 $856K
Seamount Financial Group Inc. 0.40% Reduce -1.5% 3,871 $855K
Verdence Capital Advisors LLC 0.05% Add +0.8% 3,996 $854K
Van Hulzen Asset Management, LLC 0.06% Add +2.3% 3,859 $852K
Gladstone Institutional Advisory LLC 0.03% Add +1.3% 3,853 $851K
Regatta Capital Group, LLC 0.13% Reduce -0.4% 3,844 $849K
Lazard Freres Gestion S.A.S. 0.02% Add +0.0% 3,842 $848K
Kozak & Associates, Inc. 0.17% No change 4,052 $843K
Everett Harris & Co. 0.01% Reduce -0.6% 3,813 $842K
Lantz Financial LLC 0.19% New 3,804 $840K
Central Pacific Bank - Trust Division 0.11% No change 3,800 $839K
Koa Wealth Management, LLC 0.62% Add +0.5% 3,799 $839K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +2.4% 3,795 $838K
EverSource Wealth Advisors, LLC 0.03% Reduce -4.2% 3,770 $833K
First National Bank of Hutchinson 0.44% Add +4.7% 3,770 $833K
Astoria Portfolio Advisors LLC. 0.22% Reduce -14.4% 3,772 $830K
Hardin Capital Partners, LLC 0.44% No change 3,700 $817K
Arthur M. Cohen & Associates, LLC 0.14% No change 3,695 $816K
Community Bank & Trust, Waco, Texas 0.17% Add +7.1% 3,692 $815K
Pine Valley Investments Ltd Liability Co 0.04% Add +5.1% 3,671 $811K
HF Advisory Group, LLC 0.30% Add +2.4% 3,664 $809K
Drive Wealth Management, LLC 0.17% Reduce -1.8% 3,651 $806K
Cigna Investments Inc. 0.11% Reduce -1.6% 3,635 $802K
Quest Investment Management LLC 0.08% Add +1.4% 3,631 $802K
Verus Capital Partners, LLC 0.06% Reduce -12.8% 3,628 $801K
Virtu Financial LLC 0.04% Reduce -70.8% 3,624 $800K
NCM Capital Management, LLC 0.31% Reduce -3.1% 3,623 $800K
Evergreen Capital Management LLC 0.02% Add +1.9% 3,605 $796K
J.Safra Asset Management Corp 0.05% Add +16.9% 3,600 $795K
King Wealth Management Group 0.10% Add +0.1% 3,566 $787K
Waterloo Capital, L.P. 0.06% Add +2.7% 3,554 $785K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -8.6% 3,542 $782K
Glenview Trust Co 0.01% Add +6.0% 3,537 $781K
Bravias Capital Group, LLC 0.52% Add +3.3% 3,533 $780K
Thomasville National Bank 0.05% Add +39.8% 3,513 $776K
Kintegral Advisory, LLC 0.07% Reduce -0.5% 3,504 $774K
Spinnaker Trust 0.04% No change 3,504 $774K
Bramshill Investments, LLC 0.05% New 3,500 $773K
Howe & Rusling Inc. 0.05% Reduce -1.0% 3,492 $771K
MCF Advisors LLC 0.05% Add +0.4% 3,491 $771K
Birchbrook, Inc. 0.40% Add +7.0% 3,485 $770K
Bond & Devick Financial Network, Inc. 0.23% Add +1.9% 3,465 $765K
Davis R M Inc. 0.01% Add +6.1% 3,454 $763K
KWB Wealth 0.08% Reduce -7.9% 3,322 $760K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.9% 3,441 $760K
Plimoth Trust Co. LLC 0.17% New 3,438 $759K
Finivi Inc. 0.48% Add +0.2% 3,422 $756K
Morton Capital Management LLC 0.12% No change 3,421 $755K
Olde Wealth Management, LLC 0.23% — 3,757 $753K
Bill Few Associates, Inc. 0.19% No change 3,370 $744K
Shepherd Financial Partners LLC 0.07% Add +0.0% 3,369 $744K
Johnson Financial Group, Inc. 0.03% Add +67.1% 3,363 $743K
Baker Tilly Wealth Management, LLC 0.17% Reduce -3.0% 3,362 $743K
W1M Investment Management Ltd 0.01% Reduce -17.5% 3,360 $742K
Waterway Wealth Management, LLC 0.18% Add +26.6% 3,352 $740K
World Equity Group, Inc. 0.17% Add +107.8% 3,343 $738K
Fire Capital Management LLC 0.42% Add +3.3% 3,305 $730K
Yarbrough Capital, LLC 0.02% Add +90.1% 3,299 $729K
First Foundation Advisors 0.03% Add +0.6% 3,293 $727K
Chancellor Financial Group WB LP 0.52% Add +0.9% 3,281 $725K
Ipsen Advisor Group LLC 0.52% Reduce -0.6% 3,280 $724K
Forum Financial Management, LP 0.01% Add +11.6% 3,277 $724K
Madison Asset Management, LLC 0.01% No change 3,275 $723K
Intrepid Capital Management Inc. 0.35% New 3,271 $722K
Avidian Wealth Enterprises, LLC 0.03% Add +7.5% 3,267 $722K
Hohimer Wealth Management, LLC 0.10% No change 3,264 $721K
Bison Wealth, LLC 0.07% Reduce -1.4% 3,524 $721K
Beacon Bank & Trust 0.15% Reduce -4.8% 3,257 $719K
Busey Bank 0.02% Add +1.7% 3,254 $719K
Cozad Asset Management Inc. 0.06% No change 3,253 $718K
Parkside Financial Bank & Trust 0.06% Add +14.5% 3,245 $717K
Mechanics Financial Corp 0.27% No change 3,241 $716K
Princeton Global Asset Management LLC 0.12% Add +115.8% 3,239 $715K
Kovack Advisors, Inc. 0.07% Add +0.6% 3,226 $712K
Tradewinds, LLC. 0.17% New 3,223 $712K
Modera Wealth Management, LLC 0.01% Add +3.1% 3,217 $710K
Asset Planning,Inc 0.51% Add +0.3% 3,213 $710K
Montecito Bank & Trust 0.11% — 3,204 $708K
Richwood Investment Advisors, LLC 0.55% Reduce -1.5% 3,200 $707K
Potomac Fund Management Inc. 0.03% New 3,199 $706K
Keel Point, LLC 0.04% Reduce -5.9% 3,181 $702K
Lester Murray Antman dba SimplyRich 0.19% Reduce -0.1% 3,175 $701K
Arq Wealth Advisors, LLC 0.21% New 3,172 $700K
Murphy & Mullick Capital Management Corp 0.52% Add +0.8% 3,165 $699K
Plante Moran Financial Advisors, LLC 0.04% Add +547.3% 3,159 $698K
Element Squared LLC 0.40% Add +32.6% 3,157 $697K
Beaumont Financial Advisors, LLC 0.05% Reduce -2.3% 3,152 $696K
Americana Partners, LLC 0.02% Reduce -0.1% 3,148 $695K
Inspirion Wealth Advisors, LLC 0.10% Add +95.3% 3,345 $694K
ExodusPoint Capital Management, LP 0.01% New 3,139 $693K
Intrua Financial, LLC 0.08% Add +20.3% 3,116 $688K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -0.9% 3,094 $683K
Boston Research & Management Inc. 0.15% No change 3,090 $682K
Lynch & Associates 0.13% Add +0.2% 3,086 $681K
Panagora Asset Management Inc. 0.00% No change 3,083 $681K
Valtrion Capital Management, LLC 0.73% Add +0.9% 3,082 $681K
Shoker Investment Counsel, Inc. 0.20% Add +0.1% 3,068 $678K
Legacy Wealth Asset Management, LLC 0.16% Add +4.3% 3,059 $676K
Oakworth Capital, Inc. 0.04% No change 3,055 $675K
Avantax Planning Partners, Inc. 0.02% Reduce -17.0% 3,048 $673K
Stratos Investment Management, LLC 0.03% Add +1.8% 3,045 $673K
Dogwood Wealth Management LLC 0.31% Add +3.4% 3,043 $672K
Seneca House Advisors 0.27% Add +0.1% 3,037 $671K
Quotient Wealth Partners, LLC 0.02% Reduce -4.7% 3,037 $671K
Orrstown Financial Services Inc. 0.11% No change 3,036 $670K
Epoch Investment Partners, Inc. 0.00% No change 3,034 $670K
Westpac Banking Corp. 0.04% No change 3,028 $669K
Apella Capital, LLC 0.01% Add +4.2% 3,133 $668K
Stokes Family Office, LLC 0.06% Add +57.2% 3,019 $667K
Core Wealth Partners LLC 0.31% No change 3,010 $665K
Auxano Advisors, LLC 0.14% Add +0.2% 2,988 $660K
Groupama Asset Managment 0.01% Reduce -74.7% 2,987 $660K
Mitchell McLeod Pugh & Williams Inc. 0.11% Add +0.1% 3,216 $657K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -3.3% 2,971 $656K
Howard Capital Management, LLC 0.01% Reduce -18.0% 2,941 $649K
Bridgewater Advisors Inc. 0.04% Add +2.0% 3,248 $648K
Illumine Investment Management, LLC 0.46% No change 2,934 $648K
Journey Strategic Wealth LLC 0.02% Reduce -37.0% 2,931 $647K
RW Investment Management LLC 0.07% No change 2,915 $644K
Mendel Money Management 0.27% Add +1.8% 2,903 $641K
Forza Wealth Management, LLC 0.25% No change 2,902 $641K
Cornerstone Advisory, LLC 0.06% Reduce -2.5% 2,894 $639K
Connecticut Wealth Management, LLC 0.03% Reduce -4.7% 2,891 $638K
Douglas Lane & Associates, LLC 0.01% Reduce -0.5% 2,871 $634K
Qtron Investments LLC 0.08% Reduce -47.8% 2,871 $634K
Insigneo Advisory Services, LLC 0.04% Reduce -10.7% 2,861 $632K
Legacy Capital Group California, Inc. 0.16% Reduce -0.1% 2,847 $629K
SBI Securities Co., Ltd. 0.02% Add +8.8% 2,847 $629K
Prescott Group Capital Management, L.L.C. 0.07% No change 2,842 $628K
Peachtree Investment Partners, LLC 0.22% Reduce -33.6% 2,835 $626K
SL Advisors, LLC 1.23% Reduce -6.3% 2,825 $624K
Alliance Wealth Advisors, LLC 0.31% Reduce -15.0% 2,825 $624K
Marble Harbor Investment Counsel, LLC 0.07% No change 2,823 $623K
Falcon Wealth Planning 0.06% Reduce -2.0% 2,822 $623K
GeoWealth Management, LLC 0.02% Reduce -0.3% 2,819 $623K
CMG Global Holdings, LLC 0.30% No change 2,909 $622K
Beta Wealth Group, Inc. 0.25% Reduce -75.7% 2,812 $621K
Sageworth Trust Co 0.03% New 2,810 $621K
Pure Financial Advisors, LLC 0.01% Add +6.8% 2,809 $620K
Atwood & Palmer Inc. 0.04% No change 2,805 $619K
Vision Capital Management, Inc. 0.08% Add +0.1% 2,804 $619K
Modern Wealth Management, LLC 0.01% Add +5.7% 2,783 $615K
Central Valley Advisors, LLC 0.19% Reduce -4.6% 2,779 $614K
Meyer Handelman Co. 0.02% Reduce -5.1% 2,775 $613K
Burney Co./ 0.02% Reduce -35.0% 2,773 $612K
Xcel Wealth Management, LLC 0.16% No change 2,764 $610K
Clarius Group, LLC 0.04% Reduce -29.4% 2,759 $609K
Keystone Financial Group 0.05% Add +0.9% 2,753 $608K
111 Capital 0.12% Reduce -63.4% 2,751 $608K
Spirit of America Management Corp. 0.12% Add +44.7% 2,750 $607K
Moloney Securities Asset Management, LLC 0.07% Reduce -6.0% 2,747 $607K
Court Place Advisors, LLC 0.18% No change 2,731 $603K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% No change 2,726 $602K
Greatmark Investment Partners, Inc. 0.07% Reduce -0.9% 2,725 $602K
Roman Butler Fullerton & Co. 0.16% Reduce -55.1% 3,005 $594K
Eldridge Investment Advisors, Inc. 0.14% No change 2,687 $593K
Fiduciary Wealth Partners, LLC 0.25% Add +5719.6% 2,677 $591K
KLCM Advisors, Inc. 0.06% Reduce -5.5% 2,676 $591K
Cascades Capital Asset Management, LLC 0.26% Add +0.1% 2,674 $591K
Moody National Bank Trust Division 0.05% Reduce -1.0% 2,664 $588K
Appleton Partners Inc. 0.04% Add +0.9% 2,657 $587K
GS Investments, Inc. 0.29% No change 2,650 $585K
Cordgrass Capital Advisors, LLC 0.14% Add +11.9% 2,648 $585K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -1.4% 2,646 $584K
Stratos Wealth Advisors, LLC 0.03% Add +17.9% 2,642 $583K
Sawyer & Company, Inc 0.22% Reduce -28.0% 2,545 $582K
Kuhn & Co Investment Counsel 0.46% Reduce -0.6% 2,630 $581K
Cahaba Wealth Management, Inc. 0.04% Reduce -3.7% 2,626 $580K
Weinberger Asset Management, Inc 0.21% Add +3.5% 2,618 $578K
Van Cleef Asset Management,Inc 0.06% Add +0.0% 2,615 $578K
Baker Avenue Asset Management, LP 0.01% Add +0.3% 2,607 $576K
Frank, Rimerman Advisors LLC 0.04% Reduce -35.6% 2,605 $575K
Ring Mountain Capital, LLC 0.32% Add +0.0% 2,605 $575K
Ti-Trust, Inc. 0.36% No change 2,603 $575K
Private Wealth Asset Management, LLC 0.07% Reduce -2.1% 2,599 $574K
Crowley Wealth Management, Inc. 0.46% No change 2,590 $572K
Sompo Asset Management Co., Ltd. 0.10% Reduce -8.5% 2,590 $572K
NFSG Corp 0.09% Reduce -2.0% 2,590 $572K
MRP Capital Investments, LLC 0.49% Reduce -39.5% 2,490 $570K
Personal Cfo Solutions, LLC 0.10% Add +43.9% 2,578 $569K
Alaethes Wealth, LLC 0.16% No change 2,574 $568K
Meridian Financial Advisors, LLC 0.32% No change 2,571 $568K
Successful Portfolios LLC 0.33% Reduce -10.4% 2,562 $566K
Capital Management Associates, Inc 0.15% Add +19.0% 2,552 $564K
Goelzer Investment Management, Inc. 0.03% No change 2,546 $562K
Sanders Morris Harris LLC 0.07% No change 2,542 $561K
Per Stirling Capital Management, LLC. 0.07% Add +0.1% 2,539 $561K
Parthenon LLC 0.06% No change 2,538 $560K
RD Lewis Holdings, Inc. 0.52% No change 2,738 $558K
Duncan Williams Asset Management, LLC 0.16% No change 2,520 $556K
Latitude Advisors, LLC 0.25% Add +0.1% 2,511 $555K
Jennison Associates LLC 0.00% No change 2,509 $554K
Harrell Investment Partners, LLC 0.13% Add +8.2% 2,508 $554K
Centurion Wealth Management LLC 0.13% Add +150.2% 2,499 $552K
AdvisorNet Financial, Inc 0.03% Add +3.4% 2,495 $551K
Old Second National Bank of Aurora 0.11% Reduce -1.6% 2,483 $548K
Sage Mountain Advisors LLC 0.03% Reduce -19.6% 2,481 $548K
Naviter Wealth, LLC 0.06% Add +0.6% 2,459 $543K
Factor Wealth Management LTD 0.14% No change 2,458 $543K
Accurate Wealth Management, LLC 0.07% Reduce -81.6% 2,489 $543K
Cape Ann Savings Bank 0.29% Add +4.5% 2,451 $541K
KPP Advisory Services LLC 0.08% Add +2.8% 2,439 $539K
M.E. Allison & Co., Inc. 0.38% Add +67.7% 2,436 $538K
Marshall & Sterling Wealth Advisors Inc. 0.34% Reduce -0.4% 2,442 $537K
Cardinal Point Capital Management ULC 0.04% Add +6.1% 2,465 $537K
Primoris Wealth Advisors, LLC 0.34% Add +0.6% 2,429 $536K
Phoenix Financial Ltd. 0.01% Reduce -47.8% 2,429 $536K
Stablepoint Partners, LLC 0.09% No change 2,426 $536K
Buska Wealth Management, LLC 0.16% Reduce -1.0% 2,426 $536K
Zullo Investment Group, Inc. 0.20% Reduce -2.9% 2,422 $535K
Tributary Capital Management, LLC 0.05% Reduce -5.8% 2,415 $533K
Fosun International Ltd 0.20% No change 2,401 $530K
Ibex Wealth Advisors 0.05% New 2,401 $530K
Formidable Asset Management, LLC 0.08% No change 2,317 $530K
Trustmark Bank Trust Department 0.03% Reduce -14.7% 2,380 $526K
Capital Investment Advisory Services, LLC 0.04% Add +3.5% 2,379 $525K
Wellington Shields Capital Management, LLC 0.08% No change 2,372 $524K
Am Investment Strategies LLC 0.11% No change 2,369 $523K
Cassaday & Co Wealth Management LLC 0.01% No change 2,353 $520K
Hudock, Inc. 0.08% Add +0.0% 2,350 $519K
RFG Advisory, LLC 0.01% Reduce -22.6% 2,346 $518K
PDS Planning, Inc 0.04% Reduce -8.2% 2,342 $517K
Wealth Dimensions Group, Ltd. 0.11% Reduce -5.4% 2,341 $517K
Fox Run Management, L.L.C. 0.08% Reduce -74.3% 2,335 $516K
Sherbrooke Park Advisers LLC 0.24% Add +62.9% 2,331 $515K
Geneva Partners, LLC 0.19% Add +4.2% 2,328 $514K
Cyndeo Wealth Partners, LLC 0.03% Reduce -26.5% 2,323 $513K
Trust Co 0.05% No change 2,320 $512K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +9.3% 2,317 $512K
Avior Wealth Management, LLC 0.02% Add +0.2% 2,315 $511K
Adell Harriman & Carpenter Inc. 0.03% No change 2,314 $511K
Catalyst Financial Partners LLC 0.06% Reduce -3.1% 2,313 $511K
IMS Capital Management 0.23% Reduce -32.9% 2,296 $507K
Claro Advisors Inc. 0.07% Reduce -29.4% 2,295 $507K
Stuart Chaussee & Associates, Inc. 0.11% No change 2,286 $505K
JT Stratford LLC 0.07% Reduce -4.6% 2,286 $505K
Nicolet Advisory Services, LLC 0.04% Reduce -1.3% 2,312 $503K
KMG Fiduciary Partners, LLC 0.03% No change 2,276 $503K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -8.2% 2,276 $503K
Rossmore Private Capital 0.05% Add +36.9% 2,272 $502K
Canandaigua National Bank & Trust Co. 0.04% Add +0.1% 2,253 $498K
Needham Investment Management LLC 0.03% New 2,250 $497K
CVA Family Office, LLC 0.06% Add +3.1% 2,245 $496K
Clearview Wealth Advisors LLC 0.32% Reduce -2.8% 2,241 $495K
Ethos Financial Group, LLC 0.04% Add +0.9% 2,241 $495K
Southeast Asset Advisors, LLC 0.05% No change 2,235 $494K
Lewis Asset Management, LLC 0.20% Add +0.1% 2,222 $491K
Partners Capital Investment Group, LLP 0.02% Add +23.6% 2,219 $490K
American Institute for Advanced Investment Management, LLP 0.32% Reduce -2.0% 2,205 $487K
Patron Partners, LLC 0.22% Add +0.3% 2,200 $486K
Benchmark Financial Wealth Advisors, LLC 0.15% Add +0.6% 2,192 $484K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +39.1% 2,189 $484K
Nautilus Advisors LLC 0.32% Add +0.3% 2,182 $482K
SlateStone Wealth, LLC 0.04% No change 2,180 $481K
Etesian Wealth Advisors, Inc. 0.16% No change 2,164 $478K
Syntegra Private Wealth Group, LLC 0.05% Reduce -5.5% 2,164 $478K
VSM Wealth Advisory, LLC 0.15% Reduce -0.8% 2,149 $475K
Tradition Wealth Management, LLC 0.04% Reduce -0.9% 2,148 $474K
Trust Co of the South 0.08% Add +18.4% 2,148 $474K
Compass Capital Corp. /Ma/ 0.21% Reduce -5.2% 2,362 $474K
Nilsine Partners, LLC 0.04% Add +96.1% 2,137 $472K
Canopy Partners, LLC 0.16% Reduce -2.3% 2,106 $465K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -29.8% 2,106 $465K
Peoples Financial Services Corp. 0.21% Reduce -1.6% 2,104 $465K
Merrion Investment Management Co, LLC 0.27% No change 2,100 $464K
Reliant Investment Partners, LLC 0.36% No change 2,109 $463K
MPS Loria Financial Planners, LLC 0.12% Reduce -2.7% 2,098 $463K
Jeppson Wealth Management, LLC 0.15% No change 2,092 $462K
Wealth Management Partners, LLC 0.15% No change 2,081 $460K
Summit Financial Wealth Advisors, LLC 0.07% Add +4.6% 2,088 $459K
Capital Advisors, Ltd. LLC 0.05% Reduce -0.1% 2,078 $459K
Allegheny Financial Group 0.09% Add +2.3% 2,068 $457K
Tyche Wealth Partners LLC 0.08% Reduce -3.8% 2,067 $457K
Herold Advisors, Inc. 0.11% Reduce -27.2% 2,065 $456K
Old North State Trust, LLC 0.28% Add +0.8% 2,060 $455K
Arlington Trust Co LLC 0.08% No change 2,060 $455K
New Hampshire Trust 0.09% Add +5.4% 2,056 $454K
Beck Mack & Oliver LLC 0.01% No change 2,048 $452K
Vigilare Wealth Management 0.16% Reduce -33.3% 2,046 $452K
Baring Financial LLC 0.31% Reduce -0.4% 2,041 $451K
Maia Wealth LLC 0.08% Reduce -2.9% 2,248 $451K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -1.3% 2,038 $450K
Courier Capital LLC 0.03% Reduce -0.7% 2,032 $449K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -41.7% 2,020 $446K
Orleans Capital Management Corp. 0.29% Reduce -35.3% 2,017 $445K
Brady Family Wealth, LLC 0.14% Add +82.4% 2,017 $445K
Performance Wealth Partners, LLC 0.01% New 2,014 $445K
Aljian Capital Management, LLC 0.09% Reduce -5.3% 2,013 $445K
Balboa Wealth Partners 0.08% Add +2.3% 2,002 $442K
Corient IA LP 0.33% Reduce -2.4% 2,000 $442K
Gibson Wealth Advisors LLC 0.31% No change 2,000 $442K
Johnson Bixby & Associates, LLC 0.06% No change 2,000 $442K
Csenge Advisory Group 0.02% Reduce -18.7% 1,999 $442K
Vista Investment Partners Ii, LLC 0.21% Reduce -0.2% 1,991 $440K
Notis-McConarty Edward 0.20% No change 1,990 $439K
First Nebraska Trust Co 0.04% No change 1,983 $438K
Diamant Asset Management, Inc. 0.32% Add +29.4% 1,980 $437K
XY Planning Network, Inc. 0.15% No change 1,910 $437K
Baker Boyer National Bank 0.15% No change 1,979 $437K
Cary Street Partners Investment Advisory LLC 0.18% Add +15.4% 1,975 $436K
Eubel Brady & Suttman Asset Management Inc. 0.05% Add +0.1% 1,976 $436K
Ledyard National Bank 0.04% Add +1.0% 1,973 $436K
Lakeshore Financial Planning, Inc. 0.16% Add +0.1% 1,970 $435K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% No change 1,968 $435K
Ifrah Financial Services, Inc. 0.11% Reduce -1.1% 1,969 $435K
Petix & Botte Co 0.10% No change 1,964 $434K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -0.4% 1,960 $433K
Drake & Associates, LLC 0.09% Reduce -8.5% 2,156 $432K
Old West Investment Management, LLC 0.10% No change 1,952 $431K
PFG Advisors 0.02% Reduce -0.5% 1,951 $431K
Central Bank & Trust Co. 0.07% New 1,949 $430K
Red Wave Investments LLC 0.13% Reduce -0.5% 1,947 $430K
Miller Financial Services LLC 0.50% Add +0.1% 1,947 $430K
Smithfield Trust Co 0.02% Reduce -5.2% 1,935 $429K
Independent Solutions Wealth Management, LLC 0.08% No change 1,939 $428K
Diligent Investors, LLC 0.11% Add +0.2% 1,936 $428K
Convergence Financial, LLC 0.06% Add +41.5% 1,930 $426K
Quaker Wealth Management, LLC 0.14% Add +0.1% 1,926 $425K
Private Capital Management, LLC 0.04% No change 1,925 $425K
Holderness Investments Co. 0.09% Reduce -11.6% 1,923 $425K
Synergy Financial Group, LTD 0.29% Reduce -0.2% 1,923 $425K
HORAN Wealth, LLC 0.07% Reduce -2.5% 1,921 $424K
Viawealth, LLC 0.23% Reduce -11.2% 1,920 $424K
STAR Financial Bank 0.25% Reduce -15.6% 1,914 $423K
Cypress Wealth Services, LLC 0.07% Add +0.7% 1,910 $422K
Severin Investments, LLC 0.37% Add +6.1% 1,907 $421K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 1,904 $420K
Flagship Wealth Advisors, LLC 0.14% Add +0.9% 1,903 $420K
Mather Group, Llc. 0.00% Add +48.3% 1,903 $420K
Townsquare Capital LLC 0.06% Reduce -59.4% 1,900 $420K
L2 Asset Management, LLC 0.06% Add +5.3% 1,897 $419K
Sawgrass Asset Management LLC 0.05% Reduce -12.1% 1,895 $418K
Flputnam Investment Management Co. 0.01% Add +15.0% 1,895 $418K
Values First Advisors, Inc. 0.22% Reduce -1.1% 1,893 $418K
NBT Bank, N.A. 0.03% Add +8.7% 1,893 $418K
Sterling Investment Advisors, Ltd. 0.08% Add +11.9% 1,887 $417K
Certuity, LLC 0.03% Add +11.6% 1,885 $416K
City State Bank 0.12% No change 1,884 $416K
Amica Retiree Medical Trust 0.57% No change 1,883 $416K
Prestige Wealth Management Group LLC 0.08% Add +3.9% 1,878 $415K
Alta Advisers Ltd 0.13% No change 1,878 $415K
San Luis Wealth Advisors LLC 0.07% Add +14.1% 1,877 $415K
Dumont & Blake Investment Advisors LLC 0.10% No change 1,877 $414K
bLong Financial, LLC 0.29% No change 1,871 $413K
George Kaiser Family Foundation 0.06% No change 1,865 $412K
Resolute Wealth Strategies, LLC 0.19% Add +0.4% 1,863 $411K
Compton Wealth Advisory Group, LLC 0.10% Reduce -6.7% 1,862 $411K
Evelyn Partners Investment Management LLP 0.01% Add +186.2% 1,860 $411K
Financial Perspectives, Inc 0.11% Add +87.6% 1,852 $409K
Crawford Investment Counsel Inc. 0.01% Reduce -7.3% 1,851 $409K
Mark Sheptoff Financial Planning, LLC 0.20% Reduce -0.6% 1,850 $409K
Trust Point Inc. 0.03% Reduce -40.9% 1,844 $407K
Heritage Wealth Advisors 0.02% Reduce -0.8% 1,843 $407K
Legacy Advisors, LLC 0.05% — 1,841 $407K
StoneX Group Inc. 0.02% Reduce -27.8% 1,841 $406K
SkyOak Wealth, LLC 0.08% No change 1,836 $405K
First Western Trust Bank 0.02% Reduce -0.6% 1,816 $401K
MBA Advisors LLC 0.17% Add +0.9% 1,813 $400K
Crews Bank & Trust 0.06% Reduce -1.5% 1,807 $399K
Azimuth Capital Investment Management LLC 0.01% No change 1,800 $397K
Truvestments Capital LLC 0.07% Add +4.7% 1,789 $395K
Alpha Cubed Investments, LLC 0.01% Reduce -5.9% 1,783 $394K
DGS Capital Management, LLC 0.07% New 1,771 $391K
FineMark National Bank & Trust 0.01% Add +2.0% 1,766 $390K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +13.7% 1,763 $389K
Southland Equity Partners LLC 0.08% Add +4.2% 1,763 $389K
Oddo BHF Asset Management Sas 0.01% Reduce -72.2% 1,760 $389K
First Business Financial Services, Inc. 0.04% No change 1,759 $388K
First County Bank 0.20% No change 1,744 $385K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -81.4% 1,744 $385K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.1% 1,743 $385K
Meridian Wealth Advisors, LLC 0.05% Add +1.7% 1,742 $385K
Winthrop Advisory Group LLC 0.03% Add +17.9% 1,737 $384K
Value Partners Investments Inc. 0.03% Add +25.1% 1,736 $383K
Forest Hill Capital, LLC 0.22% No change 1,730 $382K
Ranch Capital Advisors Inc. 0.15% Add +0.1% 1,722 $380K
Maple Capital Management, Inc. 0.02% Add +1.0% 1,720 $380K
Hilltop National Bank 0.09% Add +24.6% 1,718 $379K
St Germain D J Co. Inc. 0.02% Reduce -14.0% 1,716 $379K
Hager Investment Management Services, LLC 0.20% Add +0.5% 1,713 $378K
O'ROURKE & COMPANY, Inc 0.16% Add +0.2% 1,713 $378K
Abner Herrman & Brock LLC 0.04% New 1,705 $377K
Biltmore Family Office, LLC 0.05% No change 1,700 $375K
Philadelphia Trust Co. 0.03% Reduce -4.2% 1,700 $375K
Putney Financial Group LLC 0.37% Add +1.2% 1,697 $375K
Advisory Resource Group 0.07% Add +0.1% 1,695 $374K
Wealthspire Retirement, LLC 0.02% Reduce -11.7% 1,693 $374K
Archford Capital Strategies, LLC 0.04% Add +0.6% 1,687 $373K
Heritage Trust Co 0.04% Reduce -2.8% 1,685 $372K
Prairie Wealth Advisors, Inc. 0.15% No change 1,684 $372K
Pinnacle Bancorp, Inc. 0.11% Add +7.2% 1,680 $371K
Wimmer Associates 1, LLC 0.18% No change 1,675 $370K
Bank of Stockton 0.11% Reduce -1.5% 1,671 $369K
LRI Investments, LLC 0.03% Reduce -19.4% 1,670 $369K
Hanson & Doremus Investment Management 0.05% Add +107.2% 1,668 $368K
Investment Advisory Group, LLC 0.10% Add +1.3% 1,663 $367K
Wealth Architects, LLC 0.03% Add +0.1% 1,661 $367K
McAdam, LLC 0.02% Add +6.3% 1,661 $367K
Penobscot Investment Management Company, Inc. 0.03% Add +73.1% 1,658 $366K
Aspiriant, LLC 0.01% Reduce -13.4% 1,654 $365K
Leelyn Smith, LLC 0.06% No change 1,653 $365K
Cidel Asset Management Inc. 0.02% No change 1,650 $364K
Boothbay Fund Management, LLC 0.01% Add +47.4% 1,648 $364K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -6.1% 1,643 $363K
Capital Advisors Wealth Management, LLC 0.05% Add +3.7% 1,641 $362K
Oak Thistle LLC 0.06% Reduce -53.7% 1,636 $361K
Facet Wealth, Inc. 0.01% Add +27.8% 1,633 $361K
Stockman Wealth Management, Inc. 0.04% Add +0.1% 1,633 $361K
Calton & Associates, Inc. 0.05% Reduce -2.9% 1,631 $360K
Arvest Bank Trust Division 0.02% Reduce -16.5% 1,630 $360K
First United Bank & Trust 0.12% Add +2.3% 1,629 $360K
Rossby Financial, LCC 0.12% Add +5.5% 1,634 $359K
Allen Wealth Management, LLC 0.24% No change 1,626 $359K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -1.3% 1,621 $358K
AlphaStar Capital Management, LLC 0.03% Add +2.5% 1,621 $358K
Trivium Point Advisory, LLC 0.04% Add +49.6% 1,614 $357K
Foster Group, Inc. 0.01% Reduce -3.8% 1,613 $356K
Wetzel Investment Advisors, Inc. 0.15% No change 1,611 $356K
United Advisor Group, LLC 0.05% Add +50.0% 1,611 $356K
Perennial Investment Advisors, LLC 0.03% Reduce -0.1% 1,610 $356K
Carret Asset Management, LLC 0.03% No change 1,607 $355K
Amplius Wealth Advisors, LLC 0.03% Reduce -3.0% 1,606 $355K
Blossom Wealth Management 0.57% No change 1,602 $354K
D.B. Root & Company, LLC 0.09% Reduce -0.5% 1,595 $352K
Colonial River Investments, LLC 0.13% Add +13.2% 1,592 $352K
Pinnacle West Asset Management, Inc. 0.23% Add +2.3% 1,590 $351K
Bannerman Wealth Management Group, LLC 0.26% Reduce -1.1% 1,585 $350K
LWM Advisory Services, LLC 0.20% Add +0.4% 1,582 $349K
Bragg Financial Advisors, Inc 0.01% Reduce -4.2% 1,581 $349K
Moss Adams Wealth Advisors LLC 0.03% Reduce -1.3% 1,570 $347K
Gibbs Wealth Management 0.08% Reduce -4.3% 1,565 $346K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.23% No change 1,700 $342K
Aviso Wealth Management 0.15% No change 1,546 $341K
Tilia Fiduciary Partners, Inc. 0.20% Reduce -0.6% 1,546 $341K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -4.0% 1,544 $341K
Pitcairn Co. 0.03% Reduce -35.5% 1,544 $341K
Rockland Trust Co. 0.01% Reduce -5.3% 1,544 $341K
Broadway Wealth Solutions, Inc. 0.19% Add +6.5% 1,544 $341K
Grove Bank & Trust 0.04% No change 1,540 $340K
Manchester Capital Management LLC 0.05% Reduce -2.9% 1,536 $339K
Tennessee Valley Asset Management Partners 0.05% Add +0.4% 1,533 $338K
LMG Wealth Partners, LLC 0.06% Add +0.3% 1,533 $338K
WESPAC Advisors, LLC 0.20% Reduce -2.2% 1,531 $338K
PBMares Wealth Management LLC 0.05% Reduce -2.4% 1,530 $338K
JFS Wealth Advisors, LLC 0.02% Reduce -3.3% 1,528 $337K
ARS Wealth Advisors Group, LLC 0.03% No change 1,515 $335K
D'Orazio & Associates, Inc. 0.04% Reduce -5.6% 1,512 $334K
Creative Financial Designs Inc. 0.02% Add +0.1% 1,508 $333K
Legacy Financial Advisors, Inc. 0.05% Reduce -9.5% 1,508 $333K
Plancorp, LLC 0.01% Reduce -10.4% 1,508 $333K
Ballast Advisors LLC 0.09% No change 1,504 $332K
Zhang Financial LLC 0.01% Reduce -6.7% 1,503 $332K
BlackDiamond Wealth Management, LLC 0.18% Add +2.4% 1,499 $331K
Bolthouse Investments, LLC 0.30% No change 1,496 $330K
Consolidated Portfolio Review Corp 0.04% No change 1,491 $329K
Zacks Investment Management 0.00% Add +1.1% 1,490 $329K
Grove Street Fiduciary, LLC 0.16% No change 1,489 $329K
Cheviot Value Management, LLC 0.03% No change 1,602 $327K
Auxier Asset Management LLC 0.05% Reduce -7.9% 1,480 $327K
FSM Wealth Advisors, LLC 0.05% Add +6.2% 1,479 $327K
Cynosure Group, LLC 0.04% No change 1,479 $327K
Dunhill Financial, LLC 0.11% Add +0.1% 1,478 $326K
Grandfield & Dodd, LLC 0.02% No change 1,475 $326K
Fortune Financial Advisors, LLC 0.24% Add +10.1% 1,474 $326K
Berkeley Capital Partners, LLC 0.08% Add +2.0% 1,473 $325K
First Hawaiian Bank 0.04% No change 1,472 $325K
KRS Capital Management, LLC 0.20% Reduce -3.6% 1,468 $324K
Argyle Capital Partners, LLC 0.23% Reduce -1.4% 1,463 $323K
Berger Financial Group, Inc 0.02% Reduce -1.6% 1,460 $322K
Signature Estate & Investment Advisors LLC 0.01% Add +8.2% 1,457 $322K
Westmount Partners, LLC 0.08% Reduce -0.1% 1,460 $321K
Global Financial Private Client, LLC 0.11% Add +2.0% 1,450 $320K
Alliance Wealth Advisors, LLC 0.07% Add +8.0% 1,446 $319K
River Street Advisors LLC 0.12% Reduce -0.7% 1,445 $319K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -40.9% 1,444 $319K
Total Clarity Wealth Management, Inc. 0.08% Reduce -14.3% 1,440 $318K
Bangor Savings Bank 0.03% Add +32.6% 1,439 $318K
Ameriflex Group, Inc. 0.12% New 1,434 $317K
Destiny Wealth Partners, LLC 0.04% Reduce -0.3% 1,432 $316K
PKS Advisory Services, LLC 0.07% Add +4.8% 1,430 $316K
Powell Investment Advisors, LLC 0.11% No change 1,427 $315K
Aprio Wealth Management, LLC 0.03% Add +0.4% 1,427 $315K
SageView Advisory Group, LLC 0.01% New 1,423 $314K
Hazlett, Burt & Watson, Inc. 0.11% Add +1.6% 1,421 $314K
Strategic Financial Services, Inc. 0.02% Add +0.1% 1,415 $312K
Essex Bank 0.07% No change 1,413 $312K
Carnegie Lake Advisors LLC 0.12% No change 1,412 $312K
Frisch Financial Group, Inc. 0.07% Add +0.4% 1,412 $312K
TFC Financial Management, Inc. 0.04% Reduce -2.4% 1,409 $311K
MFA Wealth Services 0.21% Add +6.2% 1,405 $310K
Eisler Capital Management Ltd. 0.01% New 1,410 $310K
Up Strategic Wealth Investment Advisors LLC 0.23% Add +3.1% 1,450 $310K
Inspire Investing, LLC 0.03% Add +13.7% 1,401 $309K
Phillips Wealth Planners LLC 0.26% Add +15.9% 1,421 $309K
Versor Investments LP 0.06% New 1,400 $309K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,428 $309K
IFG Advisory, LLC 0.01% Reduce -1.7% 1,396 $308K
Summit Asset Management, LLC 0.05% No change 1,395 $308K
D. E. Shaw & Co. 0.00% Reduce -98.2% 1,394 $308K
Resonant Capital Advisors, LLC 0.02% Reduce -18.0% 1,381 $305K
3Chopt Investment Partners, LLC 0.07% Reduce -16.5% 1,379 $305K
Wendell David Associates Inc. 0.03% No change 1,378 $304K
USA Financial Formulas 0.05% Reduce -77.0% 1,374 $303K
Operose Advisors LLC 0.08% No change 1,373 $303K
Silver Coast Investments LLC 0.10% Reduce -12.6% 1,372 $303K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.1% 1,366 $302K
Wealth Management Associates, Inc. 0.11% No change 1,363 $301K
Ade, LLC 0.15% No change 1,358 $300K
Lynx Investment Advisory 0.18% Add +0.1% 1,356 $300K
Brown, Lisle/Cummings, Inc. 0.08% No change 1,356 $299K
Novem Group 0.04% Reduce -15.8% 1,347 $298K
First Affirmative Financial Network 0.14% Add +3.1% 1,348 $298K
South Plains Financial, Inc. 0.19% No change 1,347 $297K
Tableaux LLC 0.12% New 1,340 $296K
Texas Yale Capital Corp. 0.01% Add +28.9% 1,340 $296K
Coordinated Financial Services, Inc. 0.19% Add +0.1% 1,339 $296K
Midland Wealth Advisors, LLC 0.02% Reduce -3.5% 1,332 $294K
Bluespring Wealth Management, LLC 0.03% Add +8.4% 1,330 $294K
Weaver Consulting Group 0.07% Add +0.4% 1,329 $293K
Beacon Investment Advisors LLC 0.12% Add +7.2% 1,327 $293K
Somerville Kurt F 0.05% No change 1,325 $293K
RAM Investment Partners, LLC 0.05% Reduce -0.1% 1,324 $292K
Broyhill Asset Management, LLC 0.26% No change 1,323 $292K
Advyzon Investment Management, LLC 0.05% Reduce -34.1% 1,323 $292K
Rise Advisors, LLC 0.10% Reduce -15.6% 1,322 $292K
Visionary Wealth Advisors 0.01% Add +0.1% 1,322 $292K
Stableford Capital II LLC 0.10% No change 1,314 $290K
Genesee Capital Advisors, LLC 0.13% Add +0.4% 1,313 $290K
Arax Advisory Partners 0.00% Add +48.3% 1,311 $290K
Florida Financial Advisors, LLC 0.09% Reduce -7.2% 1,309 $289K
Arrowroot Family Office, LLC 0.12% Add +0.9% 1,308 $289K
Fiduciary Financial Group, LLC 0.05% Reduce -1.0% 1,306 $288K
Obsidian Personal Planning Solutions LLC 0.10% No change 1,441 $288K
Ipswich Investment Management Co., Inc. 0.07% No change 1,300 $287K
Clarus Wealth Advisors 0.13% Add +18.3% 1,302 $286K
Versant Capital Management, Inc 0.04% Reduce -18.0% 1,293 $286K
Claris Financial LLC 0.16% Reduce -0.4% 1,292 $285K
Quent Capital, LLC 0.02% Add +0.2% 1,286 $284K
Commonwealth Financial Services, LLC 0.05% Reduce -2.6% 1,281 $283K
Noble Family Wealth, LLC 0.06% New 1,280 $283K
Northwest Wealth Management, LLC 0.05% No change 1,280 $283K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Add +4.9% 1,277 $282K
Opinicus Capital, Inc. 0.19% Add +13.1% 1,273 $281K
Shikiar Asset Management Inc. 0.08% New 1,273 $281K
Chesapeake Wealth Management 0.09% Reduce -1.2% 1,270 $280K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.1% 1,270 $280K
West Michigan Advisors, LLC 0.07% Add +2.1% 1,266 $279K
Mindset Wealth Management, LLC 0.08% Add +9.2% 1,265 $279K
Main Street Financial Solutions, LLC 0.02% New 1,264 $279K
Pallas Capital Advisors LLC 0.01% Add +33.4% 1,263 $279K
Freestone Capital Holdings, LLC 0.01% Add +0.2% 1,254 $277K
NORTHSTAR ASSET MANAGEMENT Co 0.06% No change 1,250 $276K
Key Client Fiduciary Advisors, LLC 0.09% Add +8.0% 1,250 $276K
Nadler Financial Group, Inc. 0.03% Reduce -10.4% 1,249 $276K
Means Investment Co., Inc. 0.02% Add +0.2% 1,247 $275K
CLG LLC 0.07% Add +0.2% 1,246 $275K
Trifecta Capital Advisors, LLC 0.04% Add +1.5% 1,241 $274K
CRA Financial Services, LLC 0.04% Add +3.6% 1,241 $274K
Members Trust Co 0.01% No change 1,240 $274K
Turtle Creek Wealth Advisors, LLC 0.02% Add +3.3% 1,236 $273K
First Financial Corp. 0.11% No change 1,231 $272K
Brighton Securities Corp. 0.14% Reduce -20.3% 1,229 $271K
Sunpointe, LLC 0.10% New 1,227 $271K
Edgemoor Investment Advisors, Inc. 0.02% New 1,227 $271K
Capital Planning Advisors, LLC 0.04% No change 1,226 $271K
Crewe Advisors LLC 0.03% Reduce -3.5% 1,226 $271K
Quantum Private Wealth, LLC 0.08% Add +15.1% 1,221 $270K
Woodward Diversified Capital, LLC 0.13% No change 1,220 $269K
Corsicana & Co. 0.15% — 1,212 $268K
Alpha Zero LLC 0.15% Add +9.4% 1,208 $267K
WNY Asset Management, LLC 0.03% No change 1,207 $267K
SLT Holdings LLC 0.18% Add +31.7% 1,205 $266K
Dividend Assets Capital, LLC 0.05% No change 1,204 $266K
Wingate Wealth Advisors, Inc. 0.18% New 1,204 $266K
Kellett Wealth Advisors, LLC 0.16% Add +20.0% 1,202 $265K
Lincoln Capital Corp. 0.10% Add +0.8% 1,201 $265K
Payden & Rygel 0.02% No change 1,200 $265K
Insight Advisors, LLC/ PA 0.04% Add +3.1% 1,196 $264K
SGL Investment Advisors, Inc. 0.11% Reduce -55.5% 1,341 $264K
AssuredPartners Investment Advisors, LLC 0.06% New 1,193 $263K
Wayfinding Financial, LLC 0.11% Reduce -0.6% 1,191 $263K
Quantum Financial Advisors, LLC 0.03% No change 1,190 $263K
Bey-Douglas LLC 0.20% Reduce -11.7% 1,189 $263K
Brooks, Moore & Associates, Inc. 0.13% No change 1,188 $262K
WealthPlan Investment Management, LLC 0.02% Reduce -0.1% 1,172 $259K
Argus Investors' Counsel, Inc. 0.21% No change 1,168 $258K
Premier Path Wealth Partners, LLC 0.03% Reduce -4.0% 1,165 $257K
1776 Wealth LLC 0.10% Add +0.1% 1,164 $257K
Regent Peak Wealth Advisors LLC 0.05% — 1,163 $257K
Trilogy Capital Inc. 0.01% Add +1.0% 1,158 $256K
New Covenant Trust Company, N.A. 0.24% Reduce -5.5% 1,157 $256K
Childress Capital Advisors, LLC 0.05% Reduce -4.3% 1,153 $255K
LaFleur & Godfrey LLC 0.03% No change 1,152 $254K
Financial Futures Ltd Liability Co. 0.12% No change 1,151 $254K
Kingdom Financial Group LLC. 0.15% New 1,145 $253K
Avantra Family Wealth, Inc. 0.19% No change 1,145 $253K
PGIM Custom Harvest LLC 0.00% Reduce -2.3% 1,142 $252K
Pasadena Private Wealth, LLC 0.04% Add +2.1% 1,141 $252K
EntryPoint Capital, LLC 0.10% New 1,139 $252K
Compass Ion Advisors, LLC 0.02% Add +0.3% 1,124 $248K
A. D. Beadell Investment Counsel, Inc. 0.17% No change 1,125 $248K
Acropolis Investment Management, LLC 0.01% New 1,084 $248K
Diversified Enterprises, LLC 0.02% No change 1,122 $248K
Seeds Investor LLC 0.05% Add +28.0% 1,120 $247K
Cove Private Wealth, LLC 0.08% No change 1,117 $247K
Mirador Capital Partners LP 0.03% No change 1,116 $246K
SYM FINANCIAL Corp 0.03% Reduce -16.3% 1,115 $246K
HC Advisors, LLC 0.17% No change 1,112 $246K
Prasad Wealth Partners, LLC 0.07% Reduce -50.4% 1,108 $245K
Excalibur Management Corp. 0.09% No change 1,106 $244K
First National Bank Sioux Falls 0.08% No change 1,102 $243K
Delta Financial Advisors LLC 0.07% New 1,100 $243K
Laffer Tengler Investments, Inc. 0.05% Reduce -80.0% 1,099 $243K
Washington Trust Advisors, Inc. 0.02% No change 1,098 $242K
S&co Inc. 0.01% No change 1,100 $242K
Graves Light Lenhart Wealth, Inc. 0.03% No change 1,095 $242K
GenTrust, LLC 0.01% Reduce -1.6% 1,092 $241K
Providence First Trust Co 0.08% Add +7.9% 1,089 $240K
Cahill Financial Advisors Inc. 0.03% Add +0.3% 1,086 $240K
Pflug Koory, LLC 0.11% No change 1,084 $239K
German American Bancorp, Inc. 0.02% Add +10.2% 1,082 $239K
Kanawha Capital Management LLC 0.02% No change 1,082 $239K
Financial Insights, Inc. 0.08% Reduce -13.5% 1,081 $239K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,081 $239K
Cannon Wealth Management Services, LLC 0.18% Reduce -34.5% 1,080 $238K
Vectors Research Management, LLC 0.08% Add +11.2% 1,079 $238K
Vertex Planning Partners, LLC 0.05% Add +0.2% 1,079 $238K
Optas, LLC 0.04% Add +14.8% 1,079 $238K
Winch Advisory Services, LLC 0.05% Reduce -4.3% 1,077 $238K
Aspen Grove Capital, LLC 0.04% Reduce -18.1% 1,075 $237K
Archer Investment Corp 0.05% No change 1,075 $237K
North Star Asset Management Inc. 0.01% No change 1,075 $237K
Ironsides Asset Advisors, LLC 0.06% Reduce -12.3% 1,074 $237K
Capital Investment Counsel, LLC 0.03% Reduce -75.5% 1,074 $237K
von Borstel & Associates, Inc. 0.04% New 1,184 $237K
First National Corp. /Ma/ 0.04% Reduce -10.9% 1,075 $236K
Grant Street Asset Management, Inc. 0.05% Reduce -8.6% 1,069 $236K
First National Bank & Trust Co. of Newtown 0.04% No change 1,068 $236K
Financial Guidance Group, Inc. 0.11% Reduce -2.3% 1,067 $236K
Warren Street Wealth Advisors, LLC 0.07% Add +1.7% 1,063 $235K
Breakwater Capital Group 0.03% No change 1,061 $234K
Gsa Capital Partners LLP 0.02% Reduce -87.5% 1,060 $234K
Resolute Advisors LLC 0.06% Reduce -1.6% 1,059 $234K
Fiduciary Group, LLC 0.02% Add +0.1% 1,055 $233K
Beaird Harris Wealth Management, LLC 0.02% Reduce -0.4% 1,052 $232K
Soltis Investment Advisors LLC 0.02% Reduce -2.0% 1,051 $232K
Spirepoint Private Client, LLC 0.02% No change 1,051 $232K
Mairs & Power Inc. 0.00% Reduce -3.5% 1,050 $232K
Whalerock Point Partners, LLC 0.05% Reduce -8.7% 1,048 $231K
Capital Square, LLC 0.12% No change 1,047 $231K
Golden State Wealth Management, LLC 0.03% Add +23.1% 1,045 $231K
Tactive Advisors, LLC 0.07% Reduce -29.7% 1,045 $231K
Stonebridge Financial Group, LLC 0.02% Reduce -31.6% 1,045 $231K
Silvant Capital Management LLC 0.01% No change 1,044 $231K
Sax Wealth Advisors, LLC 0.01% Reduce -14.2% 1,042 $230K
Millstone Evans Group, LLC 0.15% Add +3.9% 1,039 $229K
MV Capital Management, Inc. 0.02% Add +0.1% 1,037 $229K
One Day In July LLC 0.02% Reduce -0.2% 1,036 $229K
Endeavor Private Wealth, Inc. 0.07% Add +8.8% 1,032 $228K
Watts Gwilliam & Co., LLC 0.04% No change 1,034 $228K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 1,033 $228K
Camden National Bank 0.03% Reduce -8.6% 1,032 $228K
Ewa, LLC 0.06% Reduce -2.6% 1,030 $227K
Navellier & Associates Inc. 0.02% Add +0.2% 1,028 $227K
Blueshift Asset Management, LLC 0.07% Reduce -0.5% 1,024 $226K
Wealth Alliance, LLC 0.02% Reduce -6.7% 1,024 $226K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,023 $226K
Accredited Investors Inc. 0.01% New 1,022 $226K
Enterprise Financial Services Corp 0.12% Reduce -2.2% 1,021 $225K
Gen-Wealth Partners Inc 0.08% Reduce -12.8% 1,020 $225K
Birch Financial Group, LLC 0.13% Add +9.0% 1,018 $225K
D. Scott Neal, Inc. 0.10% No change 1,017 $225K
Selective Wealth Management, Inc. 0.07% No change 1,029 $224K
Cromwell Holdings LLC 0.12% No change 1,010 $223K
Charter Research & Investment Group, Inc. 0.15% No change 1,010 $223K
FLC Capital Advisors 0.04% Reduce -0.2% 1,010 $223K
Rodgers Brothers Inc. 0.03% No change 1,008 $223K
Ridgewood Investments LLC 0.09% No change 1,006 $222K
Elevatus Welath Management 0.06% Add +3.3% 1,006 $222K
Bensler, LLC 0.02% Reduce -1.8% 1,003 $221K
North Capital, Inc. 0.17% Add +0.1% 1,001 $221K
Alan B Lancz & Associates, Inc. 0.20% No change 1,000 $221K
Clay Northam Wealth Management, LLC 0.13% No change 1,000 $221K
Sterneck Capital Management, LLC 0.10% No change 1,000 $221K
Websterrogers Financial Advisors, LLC 0.07% No change 1,000 $221K
Gratus Wealth Advisors, LLC 0.03% No change 1,000 $221K
J. Safra Sarasin Holding AG 0.00% Reduce -55.6% 1,000 $221K
Human Investing LLC 0.03% Add +0.2% 997 $220K
Meridian Financial Partners LLC 0.09% No change 1,000 $220K
CYBER HORNET ETFs LLC 0.14% Add +4.0% 993 $219K
Patten & Patten Inc. 0.01% Add +0.1% 992 $219K
Sivia Capital Partners, LLC 0.06% Add +2.2% 990 $219K
Davidson Trust Co. 0.09% New 988 $218K
Impact Capital Partners LLC 0.07% Add +0.3% 988 $218K
Altus Wealth Group LLC 0.09% Reduce -0.3% 986 $218K
TCI Wealth Advisors, Inc. 0.01% Add +1.6% 985 $218K
Dana Investment Advisors, Inc. 0.01% Reduce -38.0% 983 $217K
Bath Savings Trust Co 0.02% No change 981 $217K
Autumn Glory Partners, LLC 0.09% No change 980 $216K
Hilton Capital Management, LLC 0.02% Reduce -2.8% 980 $216K
Gables Capital Management Inc. 0.09% No change 979 $216K
Circle Wealth Management, LLC 0.00% Reduce -17.0% 978 $216K
Voya Financial Advisors, Inc. 0.02% Reduce -11.0% 983 $216K
Apexium Financial, LP 0.01% Add +2.7% 977 $216K
Fingerlakes Wealth Management, Inc. 0.14% Add +8.7% 976 $215K
Longboard Asset Management, LP 0.35% No change 974 $215K
Revolve Wealth Partners, LLC 0.03% No change 973 $215K
one8zero8, LLC 0.05% No change 971 $214K
A&I Financial Services, LLC 0.10% Reduce -20.4% 974 $214K
Banque Transatlantique SA 0.01% No change 970 $214K
Patton Fund Management, Inc. 0.04% No change 964 $213K
Harbor Investment Advisory, LLC 0.02% No change 963 $213K
Integrated Investment Consultants, LLC 0.04% Reduce -17.1% 955 $211K
BCS Wealth Management 0.05% Reduce -6.3% 951 $210K
Creegan & Nassoura Financial Group, LLC 0.14% No change 950 $210K
Lumbard & Kellner, LLC 0.08% No change 950 $210K
GDS Wealth Management 0.01% No change 948 $209K
ORG Partners LLC 0.04% Reduce -5.2% 946 $209K
Greenfield Seitz Capital Management, LLC 0.07% No change 944 $208K
Five Oceans Advisors 0.08% Reduce -7.2% 942 $208K
Empirical Asset Management, LLC 0.06% Reduce -0.1% 939 $207K
Cornerstone Wealth Group, LLC 0.01% Reduce -5.8% 938 $207K
CFM Wealth Partners LLC 0.03% No change 937 $207K
Sigma Investment Counselors Inc. 0.01% Reduce -5.1% 928 $205K
Quantum Portfolio Management LLC 0.06% New 928 $205K
Sovereign Financial Group, Inc. 0.04% No change 928 $205K
James J. Burns & Company, LLC 0.03% Reduce -2.4% 926 $204K
Gateway Wealth Partners, LLC 0.03% No change 923 $204K
Denver Wealth Management, Inc. 0.07% Add +2.3% 922 $204K
Castle Wealth Management LLC 0.07% No change 919 $203K
Interchange Capital Partners, LLC 0.04% New 918 $203K
Encompass More Asset Management 0.04% New 918 $203K
Headland Capital, LLC 0.06% Add +4.0% 917 $202K
MADDEN SECURITIES Corp 0.06% Reduce -5.2% 916 $202K
Jackson Hole Capital Partners, LLC 0.03% New 912 $201K
Sentry Investment Management LLC 0.13% Reduce -22.5% 912 $201K
Sloy Dahl & Holst, LLC 0.02% No change 910 $201K
Marion Wealth Management 0.05% New 907 $200K
Resurgent Financial Advisors LLC 0.10% Reduce -0.9% 907 $200K
Meridian Wealth Partners, LLC 0.03% Add +0.7% 906 $200K
USAdvisors Wealth Management, LLC 0.07% New 908 $200K
Tsfg, LLC 0.03% Add +2.0% 907 $200K
Gleason Group, Inc. 0.02% Add +0.3% 898 $198K
AllSquare Wealth Management LLC 0.10% Reduce -5.3% 895 $198K
Sherman Asset Management, Inc. 0.17% No change 883 $195K
Vermillion Wealth Management, Inc. 0.05% Add +66.7% 860 $190K
Rosenberg Matthew Hamilton 0.04% No change 851 $188K
Nalls Sherbakoff Group, LLC 0.13% No change 839 $185K
Bayforest Capital Ltd 0.09% New 826 $182K
Salomon & Ludwin, LLC 0.02% Add +45.4% 817 $180K
Financial Consulate, Inc. 0.03% New 811 $179K
Asset Dedication, LLC 0.01% Add +1.9% 802 $177K
Clean Yield Group 0.05% Add +6.7% 801 $177K
Hills Bank & Trust Co 0.01% No change 800 $177K
Beutel, Goodman & Co Ltd. 0.00% No change 800 $176K
Barrett & Company, Inc. 0.06% Add +0.1% 793 $175K
Evelyn Partners Investment Management Services Ltd 0.02% Add +1.8% 790 $174K
Deseret Mutual Benefit Administrators 0.07% Reduce -10.4% 776 $171K
Measured Wealth Private Client Group, LLC 0.05% New 772 $171K
Granite FO LLC 0.09% No change 770 $170K
Mascoma Wealth Management LLC 0.04% Add +15.8% 764 $169K
Valley National Advisers Inc. 0.03% Reduce -2.0% 764 $168K
Cranbrook Wealth Management, LLC 0.03% Add +2681.5% 751 $166K
GW&K Investment Management, LLC 0.00% Add +1.9% 747 $165K
Centaurus Financial, Inc. 0.01% No change 745 $164K
Root Financial Partners, LLC 0.01% New 723 $160K
First Community Trust NA 0.12% No change 700 $155K
Catherine Avery Investment Management LLC 0.10% Reduce -6.7% 700 $155K
Y.D. More Investments Ltd 0.01% Add +22.8% 700 $155K
Summit Securities Group LLC 0.05% Add +182.2% 697 $154K
First Command Advisory Services, Inc. 0.00% No change 696 $154K
Hemington Wealth Management 0.02% Reduce -2.2% 662 $146K
Tripletail Wealth Management, LLC 0.17% New 670 $146K
Strategic Investment Solutions, Inc. 0.04% No change 658 $145K
High Note Wealth, LLC 0.03% Add +9.1% 623 $138K
Sound Income Strategies, LLC 0.01% Add +10.5% 632 $137K
Montag A & Associates Inc. 0.01% No change 612 $135K
Tradewinds Capital Management, LLC 0.03% No change 606 $134K
Caitong International Asset Management Co., Ltd 0.09% Reduce -36.7% 603 $133K
Activest Wealth Management 0.03% Add +76.3% 603 $133K
Cornerstone National Bank & Trust Co 0.05% No change 578 $128K
Painted Porch Advisors LLC 0.05% No change 570 $126K
Essex Investment Management Co. LLC 0.02% No change 567 $125K
Elevation Wealth Partners, LLC 0.04% Add +2.4% 557 $123K
IMG Wealth Management, Inc. 0.08% No change 553 $122K
Darwin Wealth Management, LLC 0.04% Add +0.4% 537 $119K
Concord Wealth Partners 0.02% Reduce -23.8% 532 $118K
Delos Wealth Advisors, LLC 0.08% Reduce -8.8% 515 $114K
Global Trust Asset Management, LLC 0.05% Add +301.6% 514 $114K
Avalon Trust Co 0.01% Add +1.2% 506 $112K
Kentucky Trust Co 0.06% No change 500 $110K
Ramirez Asset Management, Inc. 0.02% No change 500 $110K
Hughes Financial Services, LLC 0.02% Add +60.4% 539 $108K
IMA Advisory Services, Inc. 0.01% Add +15.3% 489 $108K
Wiser Advisor Group LLC 0.13% New 487 $108K
Pacifica Partners Inc. 0.04% No change 487 $107K
Abound Wealth Management 0.03% Add +8.4% 478 $106K
Osterweis Capital Management Inc. 0.01% Reduce -7.0% 476 $105K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -62.7% 470 $104K
Citizens National Bank Trust Department 0.02% No change 450 $99K
Vestor Capital, LLC 0.01% Reduce -35.3% 447 $99K
Estabrook Capital Management 0.01% Reduce -2.0% 445 $98K
Dagco, Inc. 0.02% Add +0.2% 434 $96K
Walleye Trading LLC 0.00% Reduce -95.5% 432 $95K
TruNorth Capital Management, LLC 0.02% No change 430 $95K
Physician Wealth Advisors, Inc. 0.01% Add +1.4% 427 $94K
Westside Investment Management, Inc. 0.01% Add +42.8% 427 $94K
Adalta Capital Management LLC 0.04% No change 425 $94K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.2% 423 $93K
IAG Wealth Partners, LLC 0.01% No change 423 $93K
Cedar Mountain Advisors, LLC 0.02% Add +7.6% 423 $93K
Sittner & Nelson, LLC 0.03% No change 420 $93K
CNB Bank 0.04% No change 419 $93K
Pandora Wealth, Inc. 0.05% No change 400 $88K
Investors Research Corp 0.02% No change 400 $88K
Medallion Wealth Advisors, LLC 0.03% No change 385 $85K
Key Financial Inc 0.02% Reduce -15.6% 380 $84K
Covestor Ltd 0.05% Reduce -23.2% 375 $83K
Centerpoint Advisors, LLC 0.03% No change 373 $82K
Global Wealth Strategies & Associates 0.02% Add +191.2% 364 $80K
Midwest Capital Advisors, LLC 0.04% Add +0.3% 364 $80K
Valued Wealth Advisors LLC 0.04% Reduce -0.8% 360 $79K
Towne Trust Company, N.A 0.02% No change 347 $77K
Byrne Asset Management LLC 0.05% Reduce -1.4% 346 $76K
Pin Oak Investment Advisors Inc. 0.05% Add +0.3% 345 $76K
Financial Freedom, LLC 0.04% No change 342 $75K
Fairscale Capital, LLC 0.05% No change 340 $75K
Itau Unibanco Holding S.A. 0.00% No change 337 $74K
Cloud Capital Management, LLC 0.04% New 339 $74K
Maseco LLP 0.00% Add +0.3% 328 $72K
Sarver Vrooman Wealth Advisors 0.05% No change 326 $72K
CoreFirst Bank & Trust 0.04% No change 320 $71K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -7.1% 313 $69K
Thompson Investment Management, Inc. 0.01% Add +4.7% 314 $69K
FSA Wealth Management LLC 0.02% Add +1.7% 301 $66K
Tortoise Investment Management, LLC 0.01% Add +1.7% 299 $66K
Bollard Group LLC 0.00% Add +0.7% 297 $65K
WealthCollab, LLC 0.03% No change 290 $64K
ESL Trust Services, LLC 0.01% No change 290 $64K
TD Capital Management LLC 0.01% Reduce -11.1% 280 $62K
Raffa Wealth Management, LLC 0.01% Reduce -23.3% 277 $61K
Boyd Watterson Asset Management LLC 0.02% Reduce -1.5% 264 $58K
Richardson Financial Services Inc. 0.04% Add +48.6% 263 $58K
True Wealth Design, LLC 0.02% Add +20.2% 256 $57K
Gladwyn Financial Advisors, Inc. 0.04% Add +0.4% 254 $56K
Halbert Hargrove Global Advisors, LLC 0.00% Add +47.0% 244 $54K
WPG Advisers, LLC 0.04% Add +14.6% 243 $54K
New Age Alpha Advisors, LLC 0.00% No change 227 $50K
Prudent Man Investment Management, Inc. 0.03% No change 248 $50K
Disciplina Capital Management LLC 0.01% Add +0.5% 223 $49K
Costello Asset Management, INC 0.02% New 220 $49K
Binnacle Investments Inc 0.03% Add +2.3% 219 $48K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 219 $48K
SJS Investment Consulting Inc. 0.01% No change 217 $48K
Albion Financial Group 0.00% Reduce -52.0% 213 $47K
DHJJ Financial Advisors, Ltd. 0.02% No change 211 $47K
Scarborough Advisors, LLC 0.01% Reduce -32.5% 210 $46K
Hollencrest Capital Management 0.00% Reduce -17.3% 206 $46K
Twin Lakes Capital Management, LLC 0.02% Add +0.5% 205 $45K
Perkins Coie Trust Co 0.01% No change 200 $44K
Quarry LP 0.01% Reduce -90.7% 197 $44K
Longview Financial Advisors LLC 0.02% No change 193 $43K
United Community Bank 0.01% Add +19.1% 193 $43K
Country Trust Bank 0.00% Add +2.7% 190 $42K
Cherry Tree Wealth Management, LLC 0.01% Add +0.5% 190 $42K
Steigerwald, Gordon & Koch Inc. 0.00% New 184 $41K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +4.6% 183 $40K
Holos Integrated Wealth LLC 0.02% No change 182 $40K
Loomis Sayles & Co. L P 0.00% Add +1.7% 179 $40K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 176 $39K
Blue Bell Private Wealth Management, LLC 0.01% No change 174 $38K
Dynamic Wealth Strategies, LLC 0.02% No change 166 $37K
Geo Capital Gestora de Recursos Ltd 0.06% Reduce -97.9% 159 $35K
Redwood Park Advisors LLC 0.02% Reduce -0.7% 151 $33K
Kennebec Savings Bank 0.03% No change 150 $33K
Financial Management Professionals, Inc. 0.00% Reduce -2.1% 141 $31K
Main Street Group, LTD 0.01% No change 137 $30K
JPL Wealth Management, LLC 0.01% New 136 $30K
Capula Management Ltd 0.00% Reduce -55.7% 135 $30K
CGC Financial Services, LLC 0.01% No change 125 $28K
Fortitude Family Office, LLC 0.01% Reduce -3.9% 123 $27K
Roble, Belko & Company, Inc 0.00% Add +47.6% 124 $27K
Rational Advisors, Inc. 0.00% Add +13.0% 122 $27K
MPWM Advisory Solutions, LLC 0.02% No change 120 $27K
YANKCOM Partnership 0.01% No change 120 $27K
West Branch Capital LLC 0.01% No change 120 $27K
Westend Capital Management, LLC 0.01% No change 118 $26K
Rialto Wealth Management, LLC 0.01% Reduce -4.1% 118 $26K
Centennial Bank 0.01% No change 117 $26K
Tower View Wealth Management LLC 0.01% Reduce -63.8% 116 $26K
Carolina Wealth Advisors, LLC 0.01% No change 115 $25K
SWAN Capital LLC 0.01% No change 113 $25K
Roxbury Financial LLC 0.02% No change 111 $25K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -12.8% 109 $24K
Fairway Wealth LLC 0.01% No change 105 $23K
JDM Financial Group LLC 0.01% No change 103 $23K
Ascentis Wealth Management, LLC 0.01% Add +836.4% 103 $23K
Lowe Wealth Advisors, LLC 0.01% Reduce -16.4% 102 $23K
Nemes Rush Group LLC 0.00% No change 102 $23K
Hurley Capital, LLC 0.01% No change 100 $22K
PFS Partners, LLC 0.01% No change 100 $22K
Fourth Dimension Wealth, LLC 0.01% No change 100 $22K
JNBA Financial Advisors 0.00% No change 100 $22K
Louisbourg Investments Inc. 0.00% No change 99 $22K
Seneschal Advisors, LLC 0.02% New 98 $22K
Bogart Wealth, LLC 0.00% Reduce -2.0% 98 $22K
Bruce G. Allen Investments, LLC 0.02% Reduce -12.7% 96 $21K
Sachetta, LLC 0.01% Reduce -11.9% 96 $21K
Palisade Asset Management, LLC 0.00% New 93 $21K
Highline Wealth Partners LLC 0.01% Add +63.6% 90 $20K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -52.1% 89 $20K
Fortis Group Advisors, LLC 0.00% No change 88 $19K
DT Investment Partners, LLC 0.00% No change 86 $19K
Aventura Private Wealth, LLC 0.01% Add +65.4% 86 $19K
Financial Network Wealth Advisors LLC 0.02% Add +97.7% 85 $19K
Bell Investment Advisors, Inc 0.00% Reduce -6.7% 83 $18K
Park Square Financial Group, LLC 0.08% Reduce -18.2% 81 $18K
Solstein Capital, LLC 0.01% No change 81 $18K
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% Add +1.3% 79 $17K
Corundum Trust Company, INC 0.04% New 75 $17K
Manning & Napier Advisors LLC 0.00% New 73 $16K
Avion Wealth 0.00% Reduce -18.7% 74 $16K
Bank & Trust Co 0.01% No change 72 $16K
LFA - Lugano Financial Advisors SA 0.01% No change 72 $16K
Transamerica Financial Advisors, LLC 0.00% Add +1700.0% 72 $16K
REAP Financial Group, LLC 0.00% New 70 $16K
Evolution Wealth Management Inc. 0.02% No change 69 $15K
American Capital Advisory, LLC 0.01% Reduce -4.2% 68 $15K
SOA Wealth Advisors, LLC. 0.00% Add +191.3% 67 $15K
Essential Partners LLC 0.00% Add +24.5% 66 $15K
Wealth Watch Advisors, INC 0.01% Reduce -64.5% 66 $15K
Team Financial Group, LLC 0.01% No change 65 $14K
1248 Management, LLC 0.01% No change 64 $14K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -10.3% 61 $13K
Evelyn Partners Asset Management Ltd 0.00% New 57 $13K
Imprint Wealth LLC 0.04% — 56 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 54 $12K
Grey Fox Wealth Advisors, LLC 0.00% New 53 $12K
Park Place Capital Corp 0.00% No change 51 $11K
Pacific Center for Financial Services 0.00% No change 51 $11K
Missouri Trust & Investment Co 0.00% No change 50 $11K
Horizons Wealth Management 0.01% No change 49 $11K
Meeder Asset Management Inc. 0.00% Reduce -4.0% 48 $11K
Strengthening Families & Communities, LLC 0.00% No change 47 $10K
Access Investment Management LLC 0.00% No change 47 $10K
General Partner, Inc. 0.01% Reduce -67.6% 47 $10K
Aspect Partners, LLC 0.00% No change 47 $10K
Davis Capital Management 0.01% — 46 $10K
Minot DeBlois Advisors LLC 0.01% Reduce -10.0% 45 $10K
Marquette Asset Management, LLC 0.00% New 44 $10K
Alerus Financial NA 0.00% No change 42 $9K
Morse Asset Management, Inc 0.00% No change 40 $9K
Alpine Bank Wealth Management 0.00% No change 35 $8K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.9% 33 $7K
Indiana Trust & Investment Management Co 0.00% No change 33 $7K
Penserra Capital Management LLC 0.00% No change 33 $7K
Frazier Financial Advisors, LLC 0.00% Add +82.3% 31 $7K
WFA of San Diego, LLC 0.00% No change 30 $7K
KERR FINANCIAL PLANNING Corp 0.01% — 31 $7K
Bellevue Asset Management, LLC 0.00% No change 29 $6K
Heartwood Wealth Advisors LLC 0.00% New 29 $6K
DecisionPoint Financial, LLC 0.00% No change 29 $6K
Greykasell Wealth Strategies, Inc. 0.00% No change 28 $6K
Bare Financial Services, Inc 0.00% Add +100.0% 28 $6K
Stephens Consulting, LLC 0.00% Reduce -20.6% 27 $6K
Proffitt & Goodson Inc. 0.00% No change 27 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 26 $6K
Bernard Wealth Management Corp. 0.00% No change 26 $6K
Gould Capital, LLC 0.00% No change 25 $6K
St. Johns Investment Management Company, LLC 0.00% No change 25 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 25 $6K
Kilter Group LLC 0.00% Add +21.1% 23 $5K
Peterson Wealth Services 0.00% Add +15.0% 23 $4K
Rakuten Securities, Inc. 0.00% Reduce -42.9% 20 $4K
1620 Investment Advisors, Inc. 0.00% Reduce -24.0% 19 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +20.0% 18 $4K
Clark Wealth Partners 0.00% No change 18 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -26.1% 17 $4K
BankPlus Trust Department 0.00% No change 16 $4K
Robinswood Financial LLC 0.00% Reduce -11.8% 15 $3K
Creative Capital Management Investments LLC 0.00% New 15 $3K
Bear Mountain Capital, Inc. 0.00% No change 15 $3K
Clear Investment Research, LLC 0.00% No change 13 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 12 $3K
Clayton Financial Group LLC 0.00% New 10 $2K
Stone House Investment Management, LLC 0.00% No change 10 $2K
Cornerstone Planning Group LLC 0.00% Add +101.5% 133 $2K
Winnacle Wealth LLC 0.00% New 9 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 9 $2K
Signature Resources Capital Management, LLC 0.00% No change 9 $2K
Nova Wealth Management, Inc. 0.00% Reduce -43.8% 9 $2K
POM Investment Strategies, LLC 0.00% New 8 $2K
Texas Capital Bancshares Inc 0.00% New 8 $2K
Copia Wealth Management 0.00% No change 7 $2K
HFM Investment Advisors, LLC 0.00% Reduce -22.2% 7 $2K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 3 $662
Horizon Financial Services, LLC 0.00% No change 3 $662
PEAK6 LLC 0.00% No change 3 $595
Orion Capital Management LLC 0.00% No change 2 $442

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