Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q1 2024 (March 31)
1,745holders
14famous investors
$128.62avg. 13F price*

At the end of Q1 2024, 1,745 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings. The largest holders were Jennison Associates LLC ($2.7B), FMR LLC ($2.3B) and Fisher Asset Management ($1.8B). 14 famous investors held it, including George Soros (4.0% of Soros Fund Management's portfolio), Tom Gayner (2.7% of Markel Group's portfolio) and Jim Simons / Peter Brown (2.2% of Renaissance Technologies's portfolio).

Company
Novo-Nordisk A/S-Spons ADR
CUSIP
670100205
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions291$682.2M
Exits69$261.1M

Ownership 1,745 holders

Jennison Associates LLC 1.81% Reduce -6.4% 21,084,614 $2.7B
FMR LLC 0.15% Add +39.0% 17,604,322 $2.3B
Fisher Asset Management 0.82% Reduce -2.9% 13,724,718 $1.8B
Bank of America Corp. 0.17% Add +0.6% 13,053,731 $1.7B
Morgan Stanley 0.12% Add +13.2% 12,011,853 $1.5B
Fayez Sarofim & Co 4.52% Add +0.0% 11,815,837 $1.5B
Renaissance Technologies 2.18% Reduce -22.1% 10,786,074 $1.4B
Loomis Sayles & Co. L P 1.62% Reduce -1.7% 8,852,532 $1.1B
Folketrygdfondet 24.39% Add +1.4% 8,756,034 $1.1B
T. Rowe Price Associates Inc. 0.14% Add +10.6% 8,589,222 $1.1B
Polen Capital Management LLC 2.30% Reduce -2.4% 7,768,779 $997.5M
Capital International Investors 0.18% Reduce -0.4% 7,085,333 $909.8M
State Street Corp. 0.04% Add +0.1% 6,573,690 $850.2M
Everett Harris & Co. 11.08% Reduce -0.2% 6,497,372 $834.3M
State Farm Mutual Automobile Insurance Co. 0.71% No change 6,142,778 $788.7M
JPMorgan Chase & Co. 0.06% Add +18.5% 5,619,575 $721.6M
BlackRock Inc. 0.02% Reduce -23.7% 5,565,071 $714.6M
Royal Bank of Canada 0.17% Add +45.6% 5,496,757 $705.8M
Goldman Sachs Group Inc. 0.14% Add +11.5% 5,161,051 $662.7M
Envestnet Asset Management Inc. 0.20% Reduce -0.4% 4,195,245 $538.7M
WCM Investment Management, LLC 1.24% Reduce -3.4% 4,077,797 $523.6M
Wells Fargo & Company 0.13% Add +4.1% 3,954,000 $507.7M
Capital World Investors 0.08% Reduce -1.1% 3,928,422 $504.4M
Sustainable Growth Advisers, LP 2.05% Reduce -4.9% 3,808,462 $489.0M
Nuveen Asset Management, LLC 0.14% Add +16.7% 3,672,286 $471.8M
GQG Partners LLC 0.75% Add +654.6% 3,633,064 $466.5M
Northern Trust Corp. 0.08% Reduce -0.2% 3,529,709 $453.2M
Raymond James & Associates 0.27% Add +12.3% 3,143,731 $403.7M
Natixis Advisors, LLC 0.88% Reduce -1.9% 2,993,960 $384.4M
1832 Asset Management L.P. 0.56% Add +7.8% 2,373,029 $304.7M
Clearbridge Investments, LLC 0.23% Reduce -3.8% 2,226,817 $285.9M
Markel Group 2.72% No change 2,150,000 $276.1M
Saturna Capital Corp. 3.79% Add +0.6% 2,139,691 $274.7M
Amundi 0.11% Add +45.0% 2,162,613 $265.6M
Dimensional Fund Advisors LP 0.06% Reduce -1.5% 1,748,343 $224.5M
Stifel Financial Corp. 0.25% Add +4.4% 1,697,316 $217.9M
American Century Companies Inc. 0.11% Add +10.0% 1,393,313 $178.9M
Bank of Montreal 0.06% Add +3.6% 1,388,601 $178.6M
Groupama Asset Managment 3.15% New 693,962 $171.8M
Thrivent Financial for Lutherans 0.35% Reduce -4.8% 1,335,769 $171.5M
Janus Henderson Group PLC 0.09% Reduce -16.1% 1,317,710 $169.2M
Citigroup Inc. 0.18% Add +126.8% 1,308,283 $168.0M
Corient Private Wealth LP 0.30% Add +4.2% 1,300,992 $167.0M
Tiger Global Management 0.89% No change 1,269,000 $162.9M
Acadian Asset Management LLC 0.56% Add +1300.8% 1,244,128 $159.7M
Lazard Asset Management LLC 0.21% Reduce -15.2% 1,237,886 $158.9M
LPL Financial LLC 0.08% Add +25.3% 1,174,615 $150.8M
Ameriprise Financial Inc. 0.04% Add +3.6% 1,100,540 $141.4M
Susquehanna International Group, LLP 0.21% Add +469.1% 1,075,682 $138.1M
TD Asset Management Inc 0.13% Add +10.9% 1,074,022 $137.9M
Citadel Advisors 0.12% Add +81.0% 968,824 $124.4M
Baird Financial Group, Inc. 0.24% Add +5.0% 896,012 $115.0M
Artisan Partners Limited Partnership 0.16% Reduce -30.3% 873,505 $112.2M
Invesco Ltd. 0.02% Add +12.8% 853,653 $109.6M
Adage Capital Partners Gp, L.L.C. 0.20% Add +0.4% 817,826 $105.0M
Soros Fund Management 4.00% Reduce -48.7% 797,616 $102.4M
Bank of New York Mellon Corp 0.02% Reduce -0.9% 794,743 $102.0M
Saratoga Research & Investment Management 4.57% Reduce -5.3% 783,791 $100.6M
Capital Fund Management S.A. 1.21% Add +46.4% 769,016 $98.7M
UBS Group AG 0.03% Add +38.7% 765,653 $98.3M
Thornburg Investment Management Inc. 1.37% Reduce -11.2% 761,713 $97.8M
Sei Investments Co. 0.14% Reduce -6.5% 754,776 $96.9M
Qube Research & Technologies Ltd 0.17% Add +101.3% 720,131 $92.5M
Artia Global Partners LP 21.79% Reduce -4.1% 691,743 $88.8M
Cerity Partners LLC 0.22% Add +73.3% 653,319 $83.9M
Sapient Capital LLC 1.81% Reduce -0.2% 630,228 $81.5M
Clark Capital Management Group, Inc. 0.61% Add +2.8% 634,738 $81.5M
Franklin Resources Inc. 0.03% Add +13.7% 619,968 $79.6M
Truist Financial Corp. 0.12% Add +3.8% 619,688 $79.6M
Sofinnova Investments, Inc. 4.64% New 611,884 $78.6M
DAVENPORT & Co LLC 0.48% Reduce -0.1% 604,472 $77.3M
Vantage Investment Partners, LLC 6.88% Add +24.1% 599,791 $77.0M
Ensign Peak Advisors, Inc 0.14% New 593,010 $76.1M
PNC Financial Services Group, Inc. 0.05% Reduce -11.1% 575,480 $73.9M
Rockefeller Capital Management L.P. 0.22% Add +10.8% 575,185 $73.9M
Raymond James Financial Services Advisors, Inc. 0.10% Add +10.6% 541,354 $69.5M
First Trust Advisors LP 0.07% Add +622.6% 512,232 $65.8M
Nichols & Pratt Advisers LLP 4.29% Reduce -1.2% 496,520 $63.7M
United Capital Financial Advisors, LLC 0.51% Reduce -11.3% 481,122 $61.8M
HighTower Advisors, LLC 0.10% Reduce -2.0% 478,668 $61.5M
Main Street Research LLC 4.06% Reduce -1.0% 462,312 $59.8M
Russell Investments Group, Ltd. 0.09% Add +195.7% 455,329 $58.4M
SG Americas Securities, LLC 0.30% Add +228.3% 453,280 $58.2M
Reynders McVeigh Capital Management, LLC 3.32% Reduce -0.1% 448,673 $57.6M
National Bank of Canada 0.10% Add +146.3% 444,651 $57.1M
Moran Wealth Management, LLC 1.83% Reduce -1.8% 440,150 $56.5M
BNP Paribas Financial Markets 0.07% Add +460.5% 423,927 $54.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +27.7% 423,864 $54.4M
Assetmark, Inc. 0.17% Reduce -2.7% 418,784 $53.8M
Commonwealth Equity Services, LLC 0.09% Add +72.8% 408,783 $52.5M
Van Eck Associates Corp. 0.08% Add +25.6% 407,901 $52.4M
Modera Wealth Management, LLC 0.79% Reduce -4.3% 405,255 $52.0M
Armistice Capital, LLC 1.37% Add +1.0% 400,000 $51.4M
US Bancorp \de 0.07% Reduce -2.8% 394,182 $50.6M
Cibc World Market Inc. 0.13% Add +10.2% 386,260 $49.6M
Osaic Holdings, Inc. 0.10% Reduce -32.4% 363,838 $46.7M
Oppenheimer Asset Management Inc. 0.65% Reduce -14.3% 344,495 $44.2M
Townsquare Capital LLC 0.65% Add +0.4% 343,656 $44.1M
Capital Group Private Client Services, Inc. 0.44% Reduce -34.3% 334,077 $42.9M
Janney Montgomery Scott LLC 0.13% Add +8.7% 331,751 $42.6M
Jane Street Group, LLC 0.06% Reduce -40.8% 330,790 $42.5M
Barclays PLC 0.02% Add +614.0% 322,473 $41.4M
Beacon Investment Advisory Services, Inc. 1.78% Reduce -3.4% 321,869 $41.3M
Mariner, LLC 0.08% Add +5.8% 314,368 $40.4M
Allspring Global Investments Holdings, LLC 0.06% Add +12.0% 313,291 $40.2M
Millennium Management 0.04% Reduce -68.2% 312,777 $40.2M
Penbrook Management LLC 24.88% Reduce -0.2% 312,600 $40.1M
Connectus Wealth, LLC 1.09% Add +1208.6% 312,210 $40.1M
Calamos Advisors LLC 0.28% Reduce -4.8% 308,341 $39.6M
Coatue Management 0.15% Reduce -1.3% 307,133 $39.4M
Orion Porfolio Solutions, LLC 0.41% Reduce -3.3% 299,806 $38.5M
Orion Portfolio Solutions, LLC 0.41% Reduce -3.3% 299,806 $38.5M
Martin Investment Management, LLC 9.36% Add +3.2% 296,781 $38.1M
Walleye Trading LLC 0.61% Add +6.8% 291,637 $37.4M
Jia Investment Alliance Pte. LTD. 4.50% Add +61.9% 287,600 $36.9M
Cutter & CO Brokerage, Inc. 9.06% Reduce -1.3% 287,286 $36.9M
MML Investors Services, LLC 0.15% Add +5.8% 286,951 $36.8M
Glenmede Trust Co. NA 0.18% Add +10.9% 286,320 $36.8M
Pathstone Holdings, LLC 0.17% Add +78.8% 277,288 $35.6M
Dillon & Associates Inc. 5.59% Add +1.4% 277,827 $35.6M
Cetera Investment Advisers 0.08% Add +453.3% 265,538 $34.1M
Creative Planning 0.04% Add +19.1% 258,748 $33.2M
Traynor Capital Management, Inc. 3.07% Add +15.4% 251,289 $32.3M
Segall Bryant & Hamill, LLC 0.60% Reduce -0.9% 247,353 $31.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +29.8% 244,301 $31.4M
Pictet Asset Management Holding SA 0.03% Add +2728.9% 243,283 $31.2M
Aberdeen Group plc 0.06% Add +6.0% 241,311 $31.0M
Trillium Asset Management, LLC 0.79% Reduce -1.3% 240,604 $30.9M
Meritage Portfolio Management 1.96% Reduce -4.0% 239,200 $30.7M
O'shaughnessy Asset Management, LLC 0.34% Add +12.7% 238,151 $30.6M
Bar Harbor Wealth Management 2.05% Reduce -6.5% 237,948 $30.6M
South Street Advisors LLC 4.81% Reduce -2.1% 234,728 $30.1M
QRG Capital Management, Inc. 0.38% Add +2.6% 232,996 $29.9M
JLB & Associates Inc. 3.91% Reduce -8.8% 229,160 $29.4M
McGowan Group Asset Management, Inc. 4.30% Reduce -0.5% 227,188 $29.2M
Scotia Capital Inc. 0.17% Add +8.4% 222,728 $28.6M
Federated Hermes, Inc. 0.07% Reduce -6.9% 222,453 $28.6M
Cim, LLC 4.32% Reduce -2.3% 222,285 $28.5M
MayTech Global Investments, LLC 4.61% Add +1.2% 219,242 $28.2M
Cubist Systematic Strategies, LLC 0.32% Reduce -15.1% 216,596 $27.8M
Carnegie Investment Counsel 0.85% Add +2.9% 212,304 $27.3M
Guardian Capital LP 0.95% Reduce -0.1% 211,233 $27.1M
Fiduciary Trust Co 0.41% Reduce -0.9% 207,694 $26.7M
Wealth Enhancement Advisory Services, LLC 0.07% Add +91.0% 205,698 $26.4M
Dividend Assets Capital, LLC 5.49% Add +3.5% 202,942 $26.1M
State of Michigan Retirement System 0.14% New 200,000 $25.7M
Palisade Capital Management, LP 0.76% Reduce -15.7% 199,431 $25.6M
Clifford Swan Investment Counsel LLC 0.95% Reduce -5.2% 199,370 $25.6M
Mercer Global Advisors Inc. 0.07% Reduce -3.1% 196,551 $25.5M
Optiver Holding B.V. 1.06% Add +61.6% 198,440 $25.5M
Cambridge Investment Research Advisors, Inc. 0.10% Add +18.5% 197,214 $25.3M
Prio Wealth Limited Partnership 0.73% Add +98.4% 195,717 $25.1M
Simplex Trading, LLC 0.71% Add +159.3% 189,656 $24.4M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -47.7% 185,125 $23.8M
Walter Public Investments Inc. 4.59% Add +0.8% 182,639 $23.5M
Ziegler Capital Management, LLC 0.89% Add +1.1% 182,206 $23.4M
Steward Partners Investment Advisory, LLC 0.26% Add +17.0% 181,806 $23.3M
Atria Investments, Inc 0.32% Add +0.9% 180,137 $23.1M
Mogy Joel R Investment Counsel Inc. 1.55% Add +14.7% 177,443 $22.8M
Hutchinson Capital Management 4.56% Add +0.4% 175,590 $22.5M
Parkwood LLC 2.35% Add +19.1% 174,794 $22.4M
Magnetar Financial LLC 0.57% New 171,021 $22.0M
Marietta Investment Partners LLC 4.75% Add +0.1% 169,237 $21.7M
Atwater Malick LLC 7.63% Reduce -1.0% 168,644 $21.7M
Hardman Johnston Global Advisors LLC 0.74% Add +57.8% 168,166 $21.6M
Ethic Inc. 0.54% Add +0.9% 167,817 $21.5M
Hantz Financial Services, Inc. 0.42% Reduce -4.9% 167,378 $21.5M
Oppenheimer & Co. Inc. 0.36% Add +19.3% 167,073 $21.5M
CI Investments Inc. 0.08% Reduce -23.9% 165,005 $21.2M
Beese Fulmer Investment Management, Inc. 1.97% Reduce -0.6% 162,718 $20.9M
Hodges Capital Management Inc. 1.30% Reduce -20.0% 159,058 $20.4M
TD Waterhouse Canada Inc. 0.15% Add +36.3% 130,401 $19.9M
Kornitzer Capital Management Inc. 0.37% No change 155,218 $19.9M
Simplicity Wealth,LLC 0.47% New 154,588 $19.8M
Cumberland Partners Ltd 1.44% Add +65.1% 154,354 $19.8M
Segment Wealth Management, LLC 1.49% Add +2.3% 152,650 $19.6M
Bleakley Financial Group, LLC 0.57% Add +22.8% 152,093 $19.5M
Generate Investment Management Ltd 1.52% Add +2.4% 151,244 $19.4M
Northstar Asset Management Inc. 3.41% Reduce -1.4% 151,131 $19.4M
Deutsche Bank AG 0.01% Add +4.3% 150,326 $19.3M
Senator Investment Group LP 0.88% Add +1400.0% 150,000 $19.3M
Captrust Financial Advisors 0.07% Add +3.4% 149,826 $19.2M
Foresight Global Investors, Inc. 9.41% New 148,850 $19.1M
Rock Springs Capital Management LP 0.48% New 147,500 $18.9M
Lido Advisors, LLC 0.17% Add +8.2% 146,426 $18.9M
Birch Capital Management, LLC 9.59% Reduce -1.4% 143,717 $18.5M
Two Sigma Advisers, LP 0.04% Add +1.7% 140,200 $18.0M
D. E. Shaw & Co. 0.02% Add +247.8% 136,673 $17.5M
Franchise Capital Ltd 3.25% Add +6.7% 136,172 $17.5M
Guardian Capital Advisors LP 1.88% Reduce -7.5% 140,162 $17.5M
Silvercrest Asset Management Group LLC 0.12% Add +9.0% 134,060 $17.2M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -1.7% 133,526 $17.1M
Hikari Power Ltd 1.44% Reduce -10.8% 130,300 $16.7M
Shikiar Asset Management Inc. 5.32% Add +2.2% 129,840 $16.7M
Manufacturers Life Insurance Company, The 0.02% Add +22.7% 129,059 $16.6M
Motley Fool Wealth Management, LLC 0.86% Reduce -33.0% 129,004 $16.6M
Headinvest, LLC 3.23% Reduce -5.8% 128,732 $16.5M
Charles Schwab Investment Management Inc. 0.00% Add +35.5% 128,069 $16.4M
Voya Investment Management LLC 0.02% Add +114.3% 127,360 $16.4M
M&T Bank Corp 0.06% Reduce -5.6% 126,158 $16.2M
Cresset Asset Management, LLC 0.08% Add +15.2% 124,312 $16.1M
Kestra Advisory Services, LLC 0.11% Add +23.4% 124,616 $16.0M
DE Burlo Group Inc. 2.10% New 123,016 $15.8M
Twin Tree Management, LP 0.36% New 122,333 $15.7M
Cabot Wealth Management Inc. 2.02% Add +0.4% 120,658 $15.5M
Quantinno Capital Management LP 0.34% Add +3.3% 120,217 $15.4M
JARISLOWSKY, FRASER Ltd 0.09% Reduce -3.8% 119,052 $15.3M
Borer Denton & Associates, Inc. 5.27% Reduce -0.2% 116,022 $14.9M
Cullen/Frost Bankers, Inc. 0.22% Reduce -0.0% 114,500 $14.7M
Navellier & Associates Inc. 1.80% Add +1.3% 113,831 $14.6M
Neuberger Berman Group LLC 0.01% Add +156.0% 112,994 $14.5M
Eagle Global Advisors LLC 0.81% Reduce -11.0% 111,857 $14.4M
Brown Advisory Inc. 0.02% Add +2.5% 109,558 $14.1M
Ritholtz Wealth Management 0.48% Add +28.7% 108,807 $14.0M
Trexquant Investment LP 0.27% Reduce -58.9% 107,187 $13.8M
Lynch Asset Management, Inc. 6.45% No change 106,800 $13.7M
Cwm, LLC 0.07% Add +0.5% 106,327 $13.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.42% Add +2.8% 105,684 $13.6M
Laird Norton Wetherby Wealth Management, LLC 0.64% Add +0.6% 104,965 $13.5M
Walleye Capital LLC 0.16% Reduce -24.6% 104,551 $13.4M
Tocqueville Asset Management L.P. 0.22% Reduce -0.2% 104,447 $13.4M
FFG Partners, LLC 5.79% Add +0.3% 103,534 $13.3M
Park Avenue Securities LLC 0.17% Add +16.8% 102,939 $13.2M
Vanguard Personalized Indexing Management, LLC 0.28% Add +13.3% 101,198 $13.0M
Cambridge Trust Co. 0.49% No change 100,857 $13.0M
Atika Capital Management LLC 1.45% New 100,500 $12.9M
Raymond James Trust N.A. 0.31% Add +22.0% 99,454 $12.8M
Wedbush Securities Inc. 0.48% Add +10.2% 99,346 $12.8M
Snowden Capital Advisors LLC 0.40% Add +4.1% 98,447 $12.7M
Foundations Investment Advisors, LLC 0.33% Add +17.6% 98,515 $12.6M
Euro Pacific Asset Management, LLC 2.56% Reduce -21.4% 98,484 $12.6M
Victory Capital Management Inc. 0.01% Reduce -11.4% 97,628 $12.5M
Unisphere Establishment 0.13% Add +77.3% 97,500 $12.5M
Stephens Inc. 0.19% Add +40.6% 97,362 $12.5M
Meridian Wealth Management, LLC 2.06% Add +78.5% 96,386 $12.4M
Private Advisor Group, LLC 0.09% Reduce -0.1% 95,031 $12.2M
Bard Financial Services, Inc. 1.29% Reduce -2.5% 94,905 $12.2M
Sit Investment Associates Inc. 0.28% Add +77.4% 94,177 $12.1M
Nemes Rush Group LLC 1.73% Add +20550.0% 94,164 $12.1M
New York State Common Retirement Fund 0.02% Add +59.6% 93,256 $12.0M
Harbour Investment Management LLC 5.62% Reduce -1.3% 92,590 $12.0M
Sivik Global Healthcare LLC 4.32% Add +2.8% 92,500 $11.9M
Smithbridge Asset Management Inc. 2.45% Reduce -3.3% 92,493 $11.9M
Gerber Kawasaki Wealth & Investment Management 0.64% Add +38.9% 92,277 $11.8M
Two Sigma Securities, LLC 0.56% Add +977.5% 90,045 $11.6M
NewEdge Advisors, LLC 0.10% Add +24.1% 89,691 $11.5M
Group One Trading LLC 0.40% Reduce -51.8% 88,325 $11.3M
Rwa Wealth Partners, LLC 0.15% Reduce -5.3% 87,913 $11.3M
RKL Wealth Management LLC 1.11% Add +16.4% 86,955 $11.2M
Lester Murray Antman dba SimplyRich 3.59% No change 86,528 $11.1M
Gunderson Capital Management LLC 5.10% Add +8.2% 85,553 $11.0M
Transform Wealth, LLC 1.04% Reduce -0.4% 84,826 $11.0M
Prime Capital Investment Advisors, LLC 0.15% Reduce -21.6% 85,111 $10.9M
St Germain D J Co. Inc. 0.53% Reduce -2.0% 84,448 $10.8M
Advisory Services Network, LLC 0.24% Add +50.3% 83,513 $10.7M
Equitable Trust Co. 0.74% Reduce -1.5% 83,490 $10.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -10.5% 83,254 $10.7M
Balentine LLC 0.32% Add +2.3% 83,179 $10.7M
Sphera Funds Management LTD. 1.73% Reduce -10.7% 83,080 $10.7M
Banco Santander, S.A. 0.12% Reduce -7.0% 79,587 $10.2M
Wendell David Associates Inc. 1.00% Reduce -0.3% 77,222 $9.9M
Soros Capital Management LLC 2.71% New 76,750 $9.9M
Signaturefd, LLC 0.21% Add +4.7% 76,568 $9.8M
Whittier Trust Co. of Nevada Inc. 0.28% Reduce -0.3% 76,327 $9.8M
Massachusetts Financial Services Co. 0.00% Add +3.8% 75,634 $9.7M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -28.8% 73,965 $9.6M
Heirloom Wealth Management 3.24% Reduce -2.5% 74,043 $9.5M
AMJ Financial Wealth Management 3.16% Reduce -13.1% 73,721 $9.5M
Rothschild Investment LLC 0.68% Add +0.4% 73,591 $9.4M
Bessemer Group Inc. 0.02% Reduce -9.5% 73,344 $9.4M
Shorepoint Capital Partners LLC 2.30% Reduce -7.9% 73,141 $9.4M
Ipswich Investment Management Co., Inc. 2.18% Reduce -2.6% 72,408 $9.3M
Capital Advisors Inc. 0.20% Add +1709.2% 99,938 $9.2M
Van Hulzen Asset Management, LLC 0.61% Add +0.1% 71,890 $9.2M
Edge Capital Group, LLC 0.46% Reduce -3.1% 71,816 $9.2M
Blair William & Co. 0.03% Add +12.9% 71,036 $9.1M
Nilsine Partners, LLC 1.24% Reduce -1.3% 70,496 $9.1M
CIBC Asset Management Inc 0.03% Reduce -0.4% 70,093 $9.0M
Greenfield Seitz Capital Management, LLC 3.34% Reduce -3.7% 69,835 $9.0M
Prospera Financial Services Inc 0.27% Reduce -10.5% 69,658 $8.9M
Cardinal Capital Management 1.45% Add +2.1% 68,729 $8.9M
Pittenger & Anderson Inc. 0.36% Reduce -8.2% 68,939 $8.9M
First Trust Direct Indexing L.P. 0.66% Add +0.1% 68,848 $8.8M
Harbour Trust & Investment Management Co 1.11% Add +16.3% 68,605 $8.8M
JW Asset Management, LLC 3.20% Reduce -42.3% 68,200 $8.8M
Advisors Asset Management, Inc. 0.17% Add +33.4% 68,100 $8.7M
Seaview Investment Managers LLC 2.62% Add +4.6% 67,887 $8.7M
Danske Bank A/S 0.03% — 67,810 $8.7M
Wisconsin Capital Management LLC 4.50% Reduce -1.9% 66,829 $8.6M
Independent Advisor Alliance 0.31% Add +1.2% 66,656 $8.6M
L & S Advisors Inc 1.09% Add +1.0% 66,186 $8.5M
Moody LYNN Lieberson & Walker, LLC 0.56% Reduce -0.6% 64,940 $8.3M
Bradley Foster & Sargent Inc. 0.15% Add +1.5% 64,267 $8.3M
Hamilton Wealth, LLC 2.56% Add +102.9% 63,856 $8.2M
Compagnie Lombard Odier SCmA 0.15% Add +12.8% 63,830 $8.2M
EagleClaw Capital Managment, LLC 1.48% Reduce -1.9% 63,775 $8.2M
Performance Wealth Partners, LLC 0.34% Add +25.8% 63,671 $8.2M
Sowell Financial Services LLC 0.39% Add +43.1% 63,134 $8.2M
Cyrus J. Lawrence, LLC 1.80% — 63,331 $8.1M
Triasima Portfolio Management inc. 0.68% Reduce -5.2% 62,841 $8.1M
Elevation Point Wealth Partners, LLC 0.62% Add +1.4% 62,618 $8.0M
McKinley Carter Wealth Services, Inc. 0.54% Add +3.5% 62,499 $8.0M
Eversept Partners, LP 0.60% New 62,344 $8.0M
CIBC Private Wealth Group LLC 0.02% Reduce -0.9% 62,578 $8.0M
Geneva Partners, LLC 3.49% Reduce -0.3% 61,647 $7.9M
Naviter Wealth, LLC 1.29% Add +23.5% 60,871 $7.9M
Rhumbline Advisers 0.01% Add +3.1% 60,704 $7.8M
Alpha Cubed Investments, LLC 0.40% Add +337.0% 60,312 $7.7M
SouthState Bank Corp 0.59% Add +12.2% 59,391 $7.6M
Prudential Financial Inc. 0.01% Add +9.7% 59,279 $7.6M
Round Hill Asset Management 4.59% Reduce -4.2% 59,104 $7.6M
Hilton Capital Management, LLC 0.68% Reduce -0.2% 59,051 $7.6M
Black Swift Group, LLC 1.94% Add +264.3% 59,010 $7.6M
Yousif Capital Management, LLC 0.08% Reduce -2.6% 58,988 $7.6M
LMR Partners LLP 0.27% Add +1284.9% 58,638 $7.5M
Hayek Kallen Investment Management 2.89% Reduce -3.1% 58,635 $7.5M
Focus Partners Wealth 0.06% Add +66.9% 58,258 $7.5M
Harmony Asset Management LLC 3.06% Reduce -1.4% 57,825 $7.4M
Keybank National Association 0.03% Reduce -1.7% 57,644 $7.4M
NWK Group, Inc. 3.45% Add +2.2% 57,386 $7.4M
Procyon Advisors, LLC 0.57% Add +4.2% 57,342 $7.4M
Portside Wealth Group, LLC 1.36% Reduce -3.7% 57,151 $7.3M
Boothbay Fund Management, LLC 0.23% Add +176.6% 56,963 $7.3M
Altrafin AG 2.63% Add +0.0% 56,630 $7.3M
Dorsey Wright & Associates 1.89% Reduce -5.6% 56,435 $7.2M
Equitable Holdings, Inc. 0.08% Add +83.6% 55,029 $7.1M
Aperture Investors, LLC 0.90% Add +72.2% 54,460 $7.0M
Eukles Asset Management 3.03% Reduce -2.9% 54,333 $7.0M
Wilson & Boucher Capital Management, LLC 5.48% Reduce -4.4% 54,151 $7.0M
Comgest Global Investors S.A.S. 0.10% Reduce -11.8% 54,088 $6.9M
Employees Retirement System of Texas 0.08% New 53,901 $6.9M
Henry James International Management Inc. 2.13% Add +14.5% 53,743 $6.9M
Fifth Third Bancorp 0.03% Reduce -5.3% 53,549 $6.9M
William Blair Investment Management, LLC 0.02% Add +2.3% 53,423 $6.9M
Arjuna Capital 1.94% Add +25.1% 53,400 $6.9M
Voloridge Investment Management, LLC 0.02% New 52,788 $6.8M
First American Trust, FSB 0.71% Add +5.0% 52,722 $6.8M
Independent Financial Group, LLC 0.31% Add +50.1% 52,718 $6.8M
CPC Advisors, LLC 1.15% Reduce -6.7% 52,404 $6.7M
Beacon Pointe Advisors, LLC 0.07% Add +2.4% 52,375 $6.7M
Baron Capital (BAMCO) 0.02% Reduce -5.6% 52,177 $6.7M
Compound Global Advisors, LLC 1.18% Reduce -12.6% 52,169 $6.7M
Stansberry Asset Management, LLC 0.96% Add +20.2% 52,062 $6.7M
Zweig-DiMenna Associates LLC 0.59% New 52,000 $6.7M
Bremer Bank National Association 1.23% New 51,910 $6.7M
Synovus Financial Corp. 0.09% Reduce -8.3% 51,363 $6.6M
Tudor Investment Corporation 0.08% Reduce -75.8% 51,315 $6.6M
Parallel Advisors, LLC 0.18% Add +20.8% 51,208 $6.6M
HUB Investment Partners, LLC 0.36% Add +804.6% 50,973 $6.5M
Federation des caisses Desjardins du Quebec 0.05% Add +49.7% 50,869 $6.5M
MAI Capital Management 0.07% Add +50.9% 50,321 $6.5M
Boston Common Asset Management, LLC 0.15% Reduce -0.3% 50,006 $6.4M
Artemis Wealth Advisors, LLC 1.08% New 50,000 $6.4M
Roundview Capital LLC 0.52% Add +0.5% 49,778 $6.4M
Baldwin Wealth Partners LLC 0.47% Reduce -2.4% 48,897 $6.3M
Princeton Capital Management LLC 2.25% Add +0.9% 48,515 $6.2M
Stratos Investment Management, LLC 0.61% Add +103.2% 48,387 $6.2M
EP Wealth Advisors, LLC 0.07% Add +4.2% 47,862 $6.1M
Americana Partners, LLC 0.51% Add +2.9% 47,711 $6.1M
Concourse Financial Group Securities, Inc. 0.40% Add +26.9% 47,275 $6.1M
Capital Research Global Investors 0.00% Add +38.7% 47,233 $6.1M
Busey Bank 0.21% Add +955.9% 47,189 $6.1M
Bfsg, LLC 0.79% Reduce -0.5% 46,545 $6.0M
Calamos Wealth Management LLC 0.34% Add +2.0% 46,499 $6.0M
Wealth Advisory Solutions, LLC 1.53% Add +1.1% 46,055 $5.9M
Boston Family Office LLC 0.42% Reduce -6.2% 46,004 $5.9M
HSBC Holdings PLC 0.00% Reduce -31.0% 45,882 $5.9M
Capital International, Inc. 0.08% Add +12.2% 45,444 $5.8M
Capital Insight Partners, LLC 1.09% Add +1.5% 45,404 $5.8M
UMB Bank, n.a. 0.09% Reduce -2.8% 45,242 $5.8M
Norman Fields, Gottscho Capital Management, LLC 2.13% No change 44,572 $5.7M
Choate Investment Advisors 0.15% Add +2.2% 44,234 $5.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -14.1% 44,214 $5.7M
Sentinel Trust Co. Lba 0.73% No change 44,172 $5.7M
Brown, Lisle/Cummings, Inc. 1.92% Reduce -0.5% 44,065 $5.7M
Riggs Asset Managment Co. Inc. 1.65% Reduce -5.0% 44,016 $5.7M
Oak Grove Capital LLC 1.59% Reduce -78.0% 44,010 $5.7M
Level Four Advisory Services, LLC 0.31% Add +0.9% 54,617 $5.7M
Stiles Financial Services Inc 2.26% Add +3.2% 44,008 $5.6M
Regions Financial Corp. 0.04% Reduce -5.4% 43,936 $5.6M
Boston Financial Mangement LLC 0.18% Add +1.6% 43,445 $5.6M
Whittier Trust Co. 0.08% Add +14.2% 43,158 $5.5M
Qtron Investments LLC 0.78% Add +12.1% 43,021 $5.5M
DGS Capital Management, LLC 1.56% Add +2.8% 42,888 $5.5M
Benedict Financial Advisors Inc. 1.39% Reduce -2.3% 42,646 $5.5M
ICW Investment Advisors LLC 2.42% Reduce -0.9% 42,340 $5.4M
Nicollet Investment Management, Inc. 1.98% Add +0.2% 41,766 $5.4M
Avantax Advisory Services, Inc. 0.05% Add +18.4% 41,646 $5.3M
Benson Investment Management Company, Inc. 2.27% Reduce -5.7% 41,581 $5.3M
Kestra Private Wealth Services, LLC 0.12% Add +6.2% 41,252 $5.3M
Old Mission Capital LLC 0.13% New 41,209 $5.3M
China Universal Asset Management Co., Ltd. 0.67% No change 40,896 $5.3M
Castellan Group 2.65% Reduce -8.2% 40,309 $5.2M
NewEdge Wealth, LLC 0.12% Add +42.2% 41,412 $5.1M
Baker Tilly Wealth Management, LLC 0.93% Reduce -3.5% 39,907 $5.1M
Atria Wealth Solutions, Inc. 0.06% Add +7.1% 39,668 $5.1M
FDx Advisors, Inc. 0.77% Reduce -33.1% 39,682 $5.1M
Alliancebernstein L.P. 0.00% Add +14.7% 39,662 $5.1M
Peterson Wealth Services 1.85% Reduce -2.4% 39,632 $5.1M
Means Investment Co., Inc. 0.66% Add +62.7% 39,582 $5.1M
Souders Financial Advisors 0.80% Reduce -5.9% 39,466 $5.1M
Renaissance Investment Group LLC 1.16% Add +12.4% 39,438 $5.1M
Fred Alger Management, LLC 0.03% Add +72.9% 39,364 $5.1M
Wolverine Trading, LLC 0.05% Add +163.5% 39,299 $5.0M
Brookmont Capital Management 2.65% Reduce -26.9% 39,208 $5.0M
Penobscot Investment Management Company, Inc. 0.53% Add +20.5% 38,759 $5.0M
Crossmark Global Holdings, Inc. 0.10% Reduce -4.8% 38,602 $5.0M
Apollon Wealth Management, LLC 0.16% Reduce -6.3% 38,578 $5.0M
B. Riley Wealth Advisors, Inc. 0.13% Add +6.3% 53,996 $4.9M
Wesbanco Bank Inc. 0.19% New 38,192 $4.9M
Dakota Wealth Management 0.12% Add +60.4% 37,773 $4.9M
Union Heritage Capital, LLC 1.91% Add +17.3% 37,528 $4.8M
Pinpoint Asset Management Ltd 0.76% New 37,049 $4.8M
Morgens Waterfall Vintiadis & Co. Inc. 3.31% Add +3.6% 37,000 $4.8M
Valeo Financial Advisors, LLC 0.17% Add +44.5% 37,516 $4.7M
Grey Street Capital, LLC 0.64% Add +105.0% 36,403 $4.7M
Great Diamond Partners, LLC 1.08% Add +11.6% 36,636 $4.7M
Toronto Dominion Bank 0.01% Reduce -19.8% 36,578 $4.7M
Greenleaf Trust 0.04% Reduce -44.9% 36,316 $4.7M
Verdence Capital Advisors LLC 0.42% Reduce -0.9% 36,200 $4.6M
Clean Yield Group 1.80% Reduce -9.7% 36,062 $4.6M
Quadrant Capital Group LLC 0.37% Add +2.9% 36,045 $4.6M
Great Valley Advisor Group, Inc. 0.14% Add +31.7% 35,285 $4.5M
Azzad Asset Management Inc. 0.53% Add +0.6% 35,168 $4.5M
North Star Asset Management Inc. 0.21% Reduce -1.6% 35,143 $4.5M
Concurrent Investment Advisors, LLC 0.18% Add +111.2% 35,077 $4.5M
Alpine Woods Capital Investors, LLC 0.89% Add +0.6% 35,000 $4.5M
Greenwood Capital Associates LLC 0.60% Reduce -15.5% 34,967 $4.5M
Channel Wealth LLC 1.80% Add +13.2% 34,842 $4.5M
Lowe Brockenbrough & Co. Inc. 0.30% Reduce -8.6% 34,380 $4.4M
Gabelli Funds LLC 0.03% No change 34,600 $4.4M
NewSquare Capital LLC 0.39% New 34,495 $4.4M
Freestone Capital Holdings, LLC 0.16% Reduce -1.8% 34,346 $4.4M
Seven Eight Capital, LP 0.46% Reduce -48.5% 34,296 $4.4M
Ieq Capital, LLC 0.06% Add +14.7% 34,276 $4.4M
Principal Securities, Inc. 0.14% Add +26.1% 34,189 $4.4M
Pinnacle Associates Ltd. 0.07% Add +2.4% 33,836 $4.3M
Integrated Wealth Concepts LLC 0.06% Add +34.6% 33,307 $4.3M
Texas Yale Capital Corp. 0.19% Add +0.4% 33,296 $4.3M
Dynamic Technology Lab Private Ltd 0.46% Add +26.8% 33,267 $4.3M
Schechter Investment Advisors, LLC 0.32% Add +2.7% 33,152 $4.3M
Grace & White Inc. 0.77% No change 33,000 $4.2M
Guggenheim Capital LLC 0.03% Reduce -1.5% 32,862 $4.2M
Private Trust Co. NA 0.46% Add +10.2% 32,856 $4.2M
Donaldson Capital Management, LLC 0.17% Add +0.1% 32,629 $4.2M
Lockheed Martin Investment Management Co. 0.30% Reduce -11.5% 32,460 $4.2M
Diversify Advisory Services, LLC 0.25% — 32,674 $4.2M
Kavar Capital Partners Group, LLC 0.76% Reduce -50.2% 32,264 $4.1M
Dorsey & Whitney Trust CO LLC 0.28% Add +1.1% 31,715 $4.1M
Gratus Capital, LLC 0.19% No change 31,668 $4.1M
Vident Advisory, LLC 0.08% Add +4.2% 31,522 $4.0M
Hussman Strategic Advisors, Inc. 0.94% New 31,500 $4.0M
PFG Investments, LLC 0.24% Add +120.7% 31,208 $4.0M
David J Yvars Group 2.69% Add +10.2% 31,034 $4.0M
Squarepoint Ops LLC 0.02% New 30,977 $4.0M
Eldred Rock Partners, LLC 2.17% Reduce -8.0% 30,970 $4.0M
D.A. Davidson & Co. 0.04% Add +16.4% 30,929 $4.0M
Solstein Capital, LLC 2.75% Reduce -2.9% 30,837 $4.0M
Ingalls & Snyder LLC 0.18% Reduce -7.1% 30,809 $4.0M
Harrington Investments, INC 2.25% Reduce -4.1% 30,618 $3.9M
Penserra Capital Management LLC 0.05% Add +304.1% 30,570 $3.9M
Sequoia Financial Advisors, LLC 0.05% Reduce -26.4% 30,435 $3.9M
Polar Asset Management Partners Inc. 0.14% New 30,400 $3.9M
Auxano Advisors, LLC 1.13% Add +2.0% 30,235 $3.9M
Alcosta Capital Management, Inc. 2.60% Reduce -0.3% 30,131 $3.9M
Wambolt & Associates, LLC 1.16% Add +17.7% 30,270 $3.9M
Settian Capital LP 2.86% No change 30,000 $3.9M
Norden Group LLC 0.78% Add +16.0% 29,905 $3.8M
Credential Qtrade Securities Inc. 0.21% Add +1.9% 29,887 $3.8M
Personal Cfo Solutions, LLC 0.60% Add +0.4% 29,880 $3.8M
Next Century Growth Investors LLC 0.33% Add +1.4% 29,754 $3.8M
Logan Capital Management Inc. 0.16% Add +0.3% 29,741 $3.8M
Greenwoods Asset Management Hong Kong Ltd. 0.12% New 29,722 $3.8M
Icon Wealth Advisors, LLC 0.35% Reduce -0.3% 29,667 $3.8M
Trust Co. of Vermont 0.21% Add +62.9% 29,139 $3.7M
Allworth Financial LP 0.03% Add +80.8% 29,137 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -2.3% 29,026 $3.7M
Stonegate Investment Group, LLC 0.12% Add +13.9% 28,916 $3.7M
Morse Asset Management, Inc 0.95% Add +18.1% 28,695 $3.7M
Eudaimonia Advisors LLC 1.96% New 28,651 $3.7M
Alliance Wealth Advisors, LLC 1.09% Add +4.3% 28,573 $3.7M
Caprock Group, LLC 0.21% Reduce -10.8% 28,215 $3.6M
Fox Hill Wealth Management 2.45% Add +121.3% 28,320 $3.6M
Woodmont Investment Counsel LLC 0.31% Add +1.1% 28,240 $3.6M
Capital International Ltd. 0.17% No change 28,121 $3.6M
GTS Securities LLC 0.10% Add +86.6% 27,999 $3.6M
Engineers Gate Manager LP 0.09% Add +265.3% 27,987 $3.6M
Compound Planning, Inc. 0.33% Add +12.8% 27,939 $3.6M
Quotient Wealth Partners, LLC 0.13% Reduce -46.0% 27,817 $3.6M
Evergreen Capital Management LLC 0.13% Add +0.5% 27,597 $3.6M
Summit Global Investments 0.27% Add +14.3% 27,799 $3.6M
Syon Capital LLC 0.34% Reduce -0.2% 27,762 $3.6M
Dantai Capital Ltd 4.10% No change 27,600 $3.5M
JCIC Asset Management Inc. 1.46% Add +0.3% 27,552 $3.5M
Burr Financial Services, LLC 2.76% Add +5.6% 27,774 $3.5M
Mutual Advisors, LLC 0.11% Add +3.4% 27,289 $3.5M
Vestmark Advisory Solutions, Inc. 0.15% Reduce -1.6% 27,194 $3.5M
Arlington Partners LLC 1.78% Reduce -10.0% 27,157 $3.5M
Capital International Sarl 0.12% Add +7.3% 27,066 $3.5M
Chartwell Investment Partners, LLC 0.12% Reduce -4.0% 26,928 $3.5M
Keeler Thomas Management LLC 1.18% Reduce -0.4% 26,745 $3.4M
Global Trust Asset Management, LLC 1.41% Add +1.4% 26,727 $3.4M
Farther Finance Advisors, LLC 0.21% Reduce -20.7% 26,892 $3.4M
Venturi Wealth Management, LLC 0.22% Add +23.9% 26,624 $3.4M
Onex Canada Asset Management Inc. 0.34% No change 26,790 $3.4M
Cloverfields Capital Group, LP 1.15% Add +1.1% 26,510 $3.4M
Flow Traders U.S. LLC 0.18% Add +6.5% 26,291 $3.4M
Fortune Financial Advisors, LLC 2.15% Reduce -3.0% 26,264 $3.4M
Haverford Trust Co 0.04% No change 26,260 $3.4M
Lincoln National Corp. 0.05% Add +10.1% 26,128 $3.4M
Checchi Capital Advisers, LLC 0.26% Reduce -9.7% 26,038 $3.3M
Hunter Associates Investment Management LLC 0.56% Add +0.6% 25,896 $3.3M
Benjamin F. Edwards & Company, Inc. 0.06% Add +8.8% 25,922 $3.3M
Concentric Capital Strategies, LP 0.21% New 25,771 $3.3M
Passumpsic Savings Bank 2.10% — 25,552 $3.3M
Commerce Bank 0.02% Reduce -3.9% 25,544 $3.3M
Lake Street Advisors Group, LLC 0.15% Add +0.5% 25,068 $3.2M
King Luther Capital Management Corp. 0.01% Add +1.0% 25,211 $3.2M
Highlander Capital Management, LLC 1.28% No change 25,100 $3.2M
Stratos Wealth Partners, LTD. 0.05% Add +16.3% 24,756 $3.2M
Pinkerton Wealth, LLC 0.51% Reduce -3.1% 24,720 $3.2M
Coronation Fund Managers Ltd. 0.09% Reduce -78.8% 24,494 $3.1M
Guild Investment Management, Inc. 4.02% Add +46.0% 24,476 $3.1M
Meridian Investment Counsel Inc. 1.04% Reduce -2.0% 24,418 $3.1M
Alaethes Wealth, LLC 1.35% Add +6.8% 23,957 $3.1M
Signet Investment Advisory Group, Inc. 1.68% No change 24,000 $3.1M
Good Life Advisors, LLC 0.27% Add +6.6% 23,967 $3.1M
Axxcess Wealth Management, LLC 0.09% Reduce -23.0% 23,881 $3.1M
Freedom Day Solutions, LLC 1.09% Reduce -2.4% 23,874 $3.1M
Ramirez Asset Management, Inc. 0.61% Add +45.2% 23,626 $3.0M
Ballentine Partners, LLC 0.06% Add +13.1% 23,615 $3.0M
Callan Capital, LLC 0.27% Add +10.7% 23,542 $3.0M
Freedom Investment Management, Inc. 0.24% Reduce -16.6% 23,514 $3.0M
Hikari Tsushin, Inc. 0.24% No change 23,512 $3.0M
Integrated Advisors Network LLC 0.15% Add +176.7% 23,455 $3.0M
Brown Brothers Harriman & Co. 0.02% Add +9.8% 23,422 $3.0M
Mission Wealth Management, LP 0.08% Add +5.2% 23,301 $3.0M
Human Investing LLC 0.60% Reduce -0.9% 23,290 $3.0M
Csenge Advisory Group 0.17% Add +18.9% 23,268 $3.0M
Peapack Gladstone Financial Corp. 0.05% Add +18.3% 23,258 $3.0M
Financial Advocates Investment Management 0.17% Add +1.0% 23,261 $3.0M
Claro Advisors Inc. 0.52% Add +3.3% 23,238 $3.0M
Dynamic Advisor Solutions LLC 0.10% Reduce -21.9% 23,122 $3.0M
Rossmore Private Capital 0.39% No change 23,000 $3.0M
Forum Financial Management, LP 0.05% Reduce -2.4% 22,824 $2.9M
Baldwin Investment Management, LLC 0.39% Reduce -5.4% 22,641 $2.9M
Strong Tower Advisory Services 1.17% Add +3.0% 22,765 $2.9M
Exencial Wealth Advisors, LLC 0.11% Add +6.6% 22,611 $2.9M
Mitchell Capital Management Co. 0.56% Add +5.9% 22,539 $2.9M
Bennett Selby Investments LP 1.35% Add +2.1% 22,483 $2.9M
Condor Capital Management 0.28% Reduce -0.8% 22,445 $2.9M
Five Oceans Advisors 1.48% No change 22,442 $2.9M
Ratan Capital Management LP 1.56% New 22,400 $2.9M
Schnieders Capital Management LLC 0.60% Add +4.0% 22,363 $2.9M
Connable Office Inc. 0.33% Reduce -1.9% 22,346 $2.9M
Nia Impact Advisors, LLC 1.14% — 22,184 $2.8M
West Family Investments, Inc. 0.88% Reduce -8.9% 22,155 $2.8M
Delta Financial Group, Inc. 0.83% Reduce -12.6% 22,019 $2.8M
Ellevest, Inc. 0.17% Add +1.8% 21,898 $2.8M
EverSource Wealth Advisors, LLC 0.22% Add +0.1% 21,760 $2.8M
Thoroughbred Financial Services, LLC 0.27% Reduce -38.0% 21,522 $2.8M
Welch & Forbes LLC 0.04% Reduce -0.5% 21,485 $2.8M
U.S. Capital Wealth Advisors, LLC 0.11% Add +38.1% 21,293 $2.7M
Kingsview Wealth Management, LLC 0.07% Add +835.9% 21,208 $2.7M
Eley Financial Management, Inc 1.16% New 20,926 $2.7M
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Reduce -41.7% 20,854 $2.7M
Coldstream Capital Management Inc. 0.07% Add +25.4% 20,820 $2.7M
Dana Investment Advisors, Inc. 0.09% Add +31.7% 20,776 $2.7M
Kathmere Capital Management, LLC 0.31% Add +14.1% 20,764 $2.7M
Banco de Sabadell, S.A 1.98% Reduce -0.4% 20,671 $2.7M
Beverly Hills Private Wealth, LLC 0.61% Add +28.8% 20,565 $2.6M
Nomura Asset Management Co. Ltd. 0.01% No change 20,538 $2.6M
Montis Financial, LLC 1.24% Reduce -1.8% 20,370 $2.6M
Tower View Wealth Management LLC 1.53% Add +0.9% 20,315 $2.6M
Sepio Capital, LP 0.22% Reduce -8.9% 20,274 $2.6M
Lakeside Advisors, INC. 1.66% No change 20,250 $2.6M
SVB Wealth LLC 0.06% Reduce -23.8% 20,249 $2.6M
Chilton Capital Management LLC 0.12% Add +0.6% 20,116 $2.6M
J. Goldman & Co LP 0.12% New 20,000 $2.6M
Hoylecohen, LLC 0.20% Add +116.9% 19,997 $2.6M
Marks Group Wealth Management, Inc 0.27% Reduce -2.9% 19,899 $2.6M
Joel Isaacson & Co., LLC 0.14% Reduce -2.3% 19,877 $2.6M
Coppell Advisory Solutions Corp. 0.48% — 19,841 $2.5M
Ironwood Investment Management LLC 1.24% Add +2.7% 19,830 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -0.7% 20,301 $2.5M
Vise Technologies, Inc. 0.50% Reduce -3.1% 19,714 $2.5M
Obermeyer Wealth Partners 0.15% New 19,702 $2.5M
Hollow Brook Wealth Management LLC 0.92% No change 19,428 $2.5M
McKinley Capital Management LLC 0.30% Add +82.7% 19,335 $2.5M
Hilltop National Bank 0.84% — 19,233 $2.5M
Ascent Group, LLC 0.22% Add +4.3% 19,199 $2.5M
Cairn Investment Group, Inc. 1.41% Reduce -0.2% 19,150 $2.5M
Gitterman Wealth Management, LLC 0.95% Reduce -17.3% 19,088 $2.5M
HighPoint Advisor Group LLC 0.17% Add +1.9% 18,476 $2.4M
Harvest Fund Management Co., Ltd 0.22% Add +237.3% 18,978 $2.4M
Financial Gravity Asset Management, Inc. 0.68% Reduce -91.6% 23,509 $2.4M
TrinityPoint Wealth, LLC 0.40% Reduce -0.1% 18,780 $2.4M
Cypress Asset Management Inc. 0.65% Add +1.3% 17,916 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.98% Add +20566.7% 18,600 $2.4M
Perigon Wealth Management, LLC 0.07% Add +52.8% 18,593 $2.4M
Johnson Investment Counsel Inc. 0.03% Reduce -13.0% 18,363 $2.4M
Delaney Dennis R 1.27% Reduce -0.1% 18,140 $2.3M
CIC Wealth, LLC 0.67% Reduce -4.6% 18,054 $2.3M
First Hawaiian Bank 0.07% Reduce -2.2% 17,928 $2.3M
Bangor Savings Bank 0.23% Reduce -3.5% 17,878 $2.3M
Wellington Wealth Strategies, LLC. 1.07% New 17,867 $2.3M
Avior Wealth Management, LLC 0.11% Add +20.9% 17,846 $2.3M
Genus Capital Management Inc. 0.29% — 17,559 $2.3M
CreativeOne Wealth, LLC 0.09% Add +223.6% 17,558 $2.3M
Chicago Partners Investment Group LLC 0.10% Reduce -2.7% 17,394 $2.2M
Covenant Partners, LLC 0.65% No change 17,396 $2.2M
Hartline Investment Corp./ 0.39% New 17,374 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.39% Add +64.0% 17,374 $2.2M
OneDigital Investment Advisors LLC 0.03% Reduce -7.9% 17,268 $2.2M
Clarius Group, LLC 0.15% Reduce -6.7% 17,267 $2.2M
Marotta Asset Management 0.46% Reduce -0.7% 17,226 $2.2M
Bright Futures Wealth Management, LLC. 1.20% — 15,287 $2.2M
RB Capital Management, LLC 0.62% Add +25.9% 17,164 $2.2M
SeaCrest Wealth Management, LLC 0.27% Reduce -0.6% 17,061 $2.2M
Redhawk Wealth Advisors, Inc. 0.36% Add +32.8% 17,013 $2.2M
Sigma Planning Corp 0.07% Add +75.7% 16,936 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.32% Reduce -0.1% 16,932 $2.2M
Alera Investment Advisors, LLC 0.29% Reduce -1.5% 16,819 $2.2M
Rathbones Group PLC 0.01% Add +1.6% 16,785 $2.2M
IAM Advisory, LLC 0.59% Add +1.7% 16,749 $2.2M
Headlands Technologies LLC 0.52% Add +485.1% 16,716 $2.1M
Family Legacy, Inc. 0.77% Add +7.6% 16,708 $2.1M
Eagle Asset Management Inc. 0.01% Reduce -3.0% 16,737 $2.1M
Kiley Juergens Wealth Management, LLC 0.66% New 16,559 $2.1M
LVW Advisors, LLC 0.36% Reduce -3.7% 16,418 $2.1M
Cozad Asset Management Inc. 0.22% Add +8.2% 16,418 $2.1M
Campbell & CO Investment Adviser LLC 0.18% New 16,418 $2.1M
Geneos Wealth Management Inc. 0.10% Add +11.1% 16,417 $2.1M
Beaumont Financial Advisors, LLC 0.17% Add +4.7% 16,394 $2.1M
Huntington National Bank 0.02% Add +8.9% 16,380 $2.1M
Ballast Advisors LLC 0.71% Add +3.1% 16,378 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -67.3% 16,234 $2.1M
Aviance Capital Partners, LLC 0.31% Add +6.7% 16,223 $2.1M
Autumn Glory Partners, LLC 1.02% Reduce -15.6% 16,208 $2.1M
Y-Intercept (Hong Kong) Ltd 0.16% Reduce -36.3% 16,192 $2.1M
Mgo One Seven LLC 0.11% Reduce -8.3% 16,170 $2.1M
Fiduciary Family Office, LLC 0.81% Reduce -8.0% 16,163 $2.1M
Tevis Investment Management 1.76% Reduce -5.2% 16,131 $2.1M
KLR Investment Advisors, LLC 1.50% Add +16.1% 16,525 $2.1M
Castle Rock Wealth Management, LLC 0.56% Add +42.6% 15,997 $2.1M
James Hambro & Partners LLP 0.10% Add +6.6% 16,090 $2.1M
Fairview Capital Investment Management, LLC 0.12% No change 16,070 $2.1M
Brookstone Capital Management 0.04% Reduce -39.5% 16,041 $2.1M
Wilmington Savings Fund Society, FSB 0.08% — 16,038 $2.1M
Wrapmanager Inc. 0.57% Reduce -15.2% 15,910 $2.0M
First Citizens Bank & Trust Co. 0.04% Reduce -8.9% 15,855 $2.0M
Hourglass Capital, LLC 0.61% Add +4.6% 15,840 $2.0M
River Wealth Advisors LLC 0.30% New 15,837 $2.0M
Altman Advisors, Inc. 0.99% Add +3.0% 15,930 $2.0M
Bond & Devick Financial Network, Inc. 1.09% Add +3.6% 15,722 $2.0M
Global Retirement Partners, LLC 0.07% Add +20.9% 15,673 $2.0M
Mittelman Wealth Management 1.36% — 15,664 $2.0M
Trivium Point Advisory, LLC 0.43% New 15,573 $2.0M
SpiderRock Advisors, LLC 0.06% — 15,007 $2.0M
Resources Management Corp. /CT/ 0.29% Reduce -0.7% 15,500 $2.0M
First Dallas Securities Inc. 0.91% Reduce -3.7% 15,476 $2.0M
Horizon Kinetics Asset Management LLC 0.04% Reduce -0.1% 15,468 $2.0M
Fairfield, Bush & Co. 1.18% Add +12.0% 15,462 $2.0M
Holderness Investments Co. 0.48% Add +26.0% 15,447 $2.0M
SYSTM Wealth Solutions LLC 0.25% Reduce -10.3% 15,359 $2.0M
Iams Wealth Management, LLC 1.20% Reduce -13.1% 16,194 $2.0M
Legacy Capital Group California, Inc. 0.72% Reduce -1.5% 15,278 $2.0M
Bull Street Advisors, LLC 0.94% Reduce -2.3% 15,230 $2.0M
Nations Financial Group Inc, /Ia/ 0.16% Reduce -45.5% 15,232 $2.0M
Diamant Asset Management, Inc. 1.35% Add +1.3% 15,200 $2.0M
Mystic Asset Management, Inc. 0.80% Add +12.4% 14,980 $1.9M
Millington Financial Advisors, LLC 1.37% Add +4.0% 14,920 $1.9M
Pitcairn Co. 0.12% Add +5.8% 14,916 $1.9M
GC Wealth Management RIA, LLC 0.38% Add +7.0% 14,894 $1.9M
King Wealth Management Group 0.33% Reduce -19.8% 14,871 $1.9M
Oliver Lagore Vanvalin Investment Group 0.57% Add +22.6% 14,830 $1.9M
Bank Ozk 0.85% New 14,802 $1.9M
GeoWealth Management, LLC 0.07% Add +9.0% 14,709 $1.9M
Tritonpoint Wealth, LLC 0.20% Reduce -12.6% 17,093 $1.9M
Gibbs Wealth Management 1.08% — 14,613 $1.9M
Rehmann Capital Advisory Group 0.14% Reduce -3.0% 14,598 $1.9M
Ashton Thomas Private Wealth, LLC 0.11% Add +19.5% 14,536 $1.9M
Consolidated Portfolio Review Corp 0.49% No change 14,473 $1.9M
Spire Wealth Management 0.03% Add +54.6% 14,399 $1.8M
Kingswood Wealth Advisors, LLC 0.21% Reduce -39.5% 14,369 $1.8M
Aaron Wealth Advisors LLC 0.26% Add +83.4% 14,349 $1.8M
Canandaigua National Bank & Trust Co. 0.27% Reduce -23.8% 14,302 $1.8M
Wealthcare Advisory Partners LLC 0.06% Add +38.9% 14,253 $1.8M
Angeles Wealth Management, LLC 0.18% Add +0.3% 14,167 $1.8M
Tealwood Asset Management Inc. 0.82% Reduce -37.1% 14,077 $1.8M
SkyView Investment Advisors, LLC 0.34% New 14,076 $1.8M
Gardner Lewis Asset Management L P 0.54% New 14,040 $1.8M
Stablepoint Partners, LLC 0.36% Add +11.3% 14,010 $1.8M
Shay Capital LLC 0.53% Add +180.0% 14,000 $1.8M
Marshall Financial Group, LLC 0.52% Add +5.3% 13,953 $1.8M
Intrepid Financial Planning Group LLC 0.77% No change 13,908 $1.8M
Citizens Financial Group Inc. 0.06% Add +1.5% 13,904 $1.8M
Advisor OS, LLC 0.20% Add +5.8% 13,890 $1.8M
Arkadios Wealth Advisors 0.14% Add +30.3% 13,867 $1.8M
Agate Pass Investment Management, LLC 0.95% Reduce -3.8% 13,822 $1.8M
Geo Capital Gestora de Recursos Ltd 1.99% Reduce -43.7% 13,757 $1.8M
Zions Bancorporation, N.A. 0.13% Reduce -3.7% 13,743 $1.8M
HB Wealth Management, LLC 0.02% Add +5.9% 13,707 $1.8M
Forza Wealth Management, LLC 0.91% No change 13,676 $1.8M
Grey Ledge Advisors, LLC 0.49% Reduce -4.5% 13,589 $1.7M
Salem Investment Counselors Inc. 0.06% Add +528.4% 13,460 $1.7M
Epoch Investment Partners, Inc. 0.01% Reduce -8.3% 13,518 $1.7M
Valley National Advisers Inc. 0.26% Reduce -25.5% 13,519 $1.7M
AdvisorShares Investments LLC 0.32% Reduce -8.2% 13,488 $1.7M
DMC Group, LLC 1.49% Add +7.6% 13,402 $1.7M
Cullinan Associates Inc. 0.10% No change 13,400 $1.7M
Global Strategic Investment Solutions, LLC 0.20% No change 13,386 $1.7M
International Assets Investment Management, LLC 0.18% Add +69.4% 13,420 $1.7M
Merit Financial Group, LLC 0.04% Add +87.7% 13,902 $1.7M
Bank of New Hampshire 0.45% Add +1356.8% 13,257 $1.7M
LYNX Capital Group Ltd. 1.15% Reduce -11.7% 13,252 $1.7M
Ativo Capital Management LLC 1.69% Reduce -16.0% 13,124 $1.7M
Three Bridge Wealth Advisors, LLC 0.66% Reduce -6.3% 13,020 $1.7M
Anchor Investment Management, LLC 0.18% Add +2.1% 13,090 $1.7M
Arden Trust Co 0.23% Reduce -3.8% 13,076 $1.7M
Empower Advisory Group, LLC 0.01% Add +7.9% 12,943 $1.7M
Moloney Securities Asset Management, LLC 0.25% Add +6.8% 12,941 $1.7M
Leonteq Securities AG 0.22% Add +274.5% 12,940 $1.7M
Koshinski Asset Management, Inc. 0.17% Reduce -10.0% 12,882 $1.7M
HBK Sorce Advisory LLC 0.06% Add +14.3% 12,797 $1.6M
Institute for Wealth Management, LLC. 0.21% Add +0.5% 12,731 $1.6M
Legacy Financial Advisors, Inc. 0.29% Add +5.8% 12,720 $1.6M
NFSG Corp 0.71% Add +189.6% 12,715 $1.6M
Essex Financial Services, Inc. 0.15% Add +53.7% 12,707 $1.6M
Independent Solutions Wealth Management, LLC 0.39% Reduce -7.1% 12,635 $1.6M
Beck Capital Management, LLC 0.47% New 12,613 $1.6M
Costello Asset Management, INC 1.15% New 12,540 $1.6M
BTC Capital Management, Inc. 0.15% — 12,518 $1.6M
Flagship Harbor Advisors, LLC 0.10% Add +4.9% 12,451 $1.6M
Giverny Capital 0.06% No change 12,400 $1.6M
Bailard, Inc. 0.04% Add +58.3% 12,395 $1.6M
Paragon Advisors, LLC 0.64% Add +7.7% 12,341 $1.6M
Financial Counselors Inc. 0.03% Add +6.0% 12,322 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.83% Add +2.3% 12,320 $1.6M
Sage Rhino Capital LLC 0.37% Add +0.7% 12,320 $1.6M
Central Pacific Bank - Trust Division 0.21% — 12,337 $1.6M
Jefferies Financial Group Inc. 0.03% Add +59.8% 12,239 $1.6M
CW Advisors, LLC 0.03% Reduce -10.4% 12,229 $1.6M
Oxford Wealth Group, LLC 1.43% — 12,210 $1.6M
Mesirow Financial Investment Management, Inc. 0.04% Add +8.8% 12,157 $1.6M
PDS Planning, Inc 0.16% Add +3.5% 12,148 $1.6M
Menard Financial Group LLC 1.30% Reduce -13.2% 12,040 $1.5M
AXS Investments LLC 0.37% Add +17.6% 12,000 $1.5M
Garrison Asset Management, LLC 0.81% Reduce -0.4% 11,992 $1.5M
Geller Advisors LLC 0.12% Add +184.9% 11,891 $1.5M
Manchester Capital Management LLC 0.19% Add +60.8% 11,973 $1.5M
Chemung Canal Trust Co. 0.30% Reduce -3.0% 11,972 $1.5M
Mezzasalma Advisors, LLC 0.72% New 11,900 $1.5M
Strategic Global Advisors, LLC 0.33% Reduce -0.9% 11,828 $1.5M
Stratos Wealth Advisors, LLC 0.09% Add +96.5% 11,763 $1.5M
Seed Wealth Management, Inc. 1.44% No change 11,790 $1.5M
FirstPurpose Wealth LLC 0.54% Reduce -2.2% 11,941 $1.5M
Curi Capital, LLC 0.03% Add +19.8% 11,603 $1.5M
Mission Creek Capital Partners, Inc. 0.38% Add +46.3% 11,442 $1.5M
Cooper Financial Group 0.24% Add +1.9% 11,442 $1.5M
Hemenway Trust Co LLC 0.13% No change 11,388 $1.5M
Financial Perspectives, Inc 0.55% Add +0.1% 11,360 $1.5M
Montag A & Associates Inc. 0.07% Add +18.9% 11,287 $1.5M
Tiaa Trust, National Association 0.00% Add +18.2% 11,329 $1.5M
Wealth Alliance, LLC 0.19% Reduce -4.4% 11,318 $1.5M
Strategic Planning Group, LLC 0.36% New 11,289 $1.4M
Alexander Labrunerie & Co., Inc. 0.82% — 11,264 $1.4M
Dynasty Wealth Management, LLC 0.05% — 11,240 $1.4M
Stegent Equity Advisors, Inc. 1.46% Add +251.3% 11,218 $1.4M
Arete Wealth Advisors, LLC 0.13% Add +33.0% 11,196 $1.4M
Stokes Capital Advisors, LLC 0.42% Reduce -2.6% 11,180 $1.4M
Moser Wealth Advisors, LLC 0.80% Add +101.3% 11,148 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.23% Add +22.4% 11,029 $1.4M
Quintet Private Bank (Europe) S.A. 0.06% Add +138.6% 9,543 $1.4M
WCG Wealth Advisors LLC 0.12% Add +8.3% 10,928 $1.4M
WJ Wealth Management, LLC 0.56% Add +66.6% 10,918 $1.4M
Whalen Wealth Management Inc. 1.04% Add +10.6% 10,916 $1.4M
Ameritas Advisory Services, LLC 0.06% Add +185.0% 11,222 $1.4M
Confluence Investment Management LLC 0.02% Reduce -0.7% 10,844 $1.4M
Savant Capital, LLC 0.02% Add +4.9% 10,836 $1.4M
Aberdeen Wealth Management LLC 0.81% No change 10,830 $1.4M
Grove Bank & Trust 0.23% Add +10.7% 10,803 $1.4M
IFP Advisors, Inc 0.06% Add +74.9% 10,782 $1.4M
Cavalier Investments, LLC 0.51% Add +5.6% 10,779 $1.4M
Doliver Advisors, LP 0.39% New 10,773 $1.4M
Money Concepts Capital Corp. 0.13% Add +32.5% 10,762 $1.4M
Grandfield & Dodd, LLC 0.09% Reduce -15.6% 10,754 $1.4M
RFG Advisory, LLC 0.05% Add +81.8% 10,742 $1.4M
Klingenstein Fields & Co. LP 0.06% Reduce -1.5% 10,720 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.34% Add +2468.3% 10,684 $1.4M
Insigneo Advisory Services, LLC 0.16% Add +93.8% 10,585 $1.4M
Sunbelt Securities, Inc. 0.15% Reduce -14.6% 10,614 $1.4M
NorthCrest Asset Manangement, LLC 0.05% Add +4.8% 10,605 $1.4M
Cacti Asset Management LLC 0.11% Reduce -9.1% 10,000 $1.4M
Guyasuta Investment Advisors Inc. 0.10% No change 13,050 $1.4M
Retirement Planning Co of New England, Inc. 0.74% Reduce -3.8% 10,488 $1.3M
AAFMAA Wealth Management & Trust LLC 0.73% New 10,480 $1.3M
Capricorn Fund Managers Ltd 0.81% New 10,470 $1.3M
Motco 0.08% Reduce -7.9% 10,421 $1.3M
Burford Brothers, Inc. 0.87% Add +2.3% 10,332 $1.3M
Armstrong Henry H Associates Inc. 0.13% No change 10,324 $1.3M
Banque Cantonale Vaudoise 0.05% Add +1446.2% 10,267 $1.3M
Bank Hapoalim BM 0.18% Reduce -11.7% 10,210 $1.3M
Optimum Investment Advisors 0.60% Add +2.0% 10,122 $1.3M
Lindbrook Capital, LLC 0.12% Add +2.3% 10,118 $1.3M
Schwarz Dygos Wheeler Investment Advisors LLC 0.37% Add +0.1% 10,098 $1.3M
BOK Financial Private Wealth, Inc. 0.10% No change 10,000 $1.3M
Sona Asset Management (us) LLC 1.40% No change 10,000 $1.3M
Summit Financial Wealth Advisors, LLC 0.26% New 9,910 $1.3M
Avidian Wealth Enterprises, LLC 0.07% Add +25.7% 9,886 $1.3M
Capital Market Strategies LLC 0.97% Add +7.4% 9,843 $1.3M
Range Financial Group LLC 0.66% Reduce -0.1% 9,827 $1.3M
Somerville Kurt F 0.21% Add +2.4% 9,740 $1.3M
James Investment Research, Inc. 0.15% Add +68.8% 9,739 $1.3M
Capital Advisors Wealth Management, LLC 0.26% Add +8.0% 9,691 $1.2M
S.A. Mason LLC 0.74% Add +33.7% 9,628 $1.2M
Imprint Wealth LLC 0.30% New 9,659 $1.2M
Centiva Capital, LP 0.08% Reduce -16.1% 9,561 $1.2M
Drive Wealth Management, LLC 0.34% Reduce -3.3% 9,490 $1.2M
Arlington Capital Management, Inc. 1.02% Add +0.1% 9,529 $1.2M
Spinnaker Trust 0.08% Reduce -0.5% 9,515 $1.2M
Bath Savings Trust Co 0.13% Reduce -13.7% 9,464 $1.2M
Advisors Capital Management, LLC 0.02% Add +1.3% 9,453 $1.2M
Hazlett, Burt & Watson, Inc. 0.72% Add +2.9% 9,300 $1.2M
Calydon Capital 0.23% Reduce -13.8% 9,278 $1.2M
Glenview Trust Co 0.03% Add +31.4% 9,278 $1.2M
Lanark Financial, Inc. 0.11% Add +12.7% 8,475 $1.2M
Fidelis Capital Partners, LLC 0.18% New 9,240 $1.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -20.1% 9,226 $1.2M
J.W. Cole Advisors, Inc. 0.06% Add +39.7% 9,231 $1.2M
Wealthspire Advisors, LLC 0.02% Add +16.0% 9,142 $1.2M
Raub Brock Capital Management LP 0.25% No change 9,100 $1.2M
Peddock Capital Advisors, LLC 0.31% Add +18.3% 9,097 $1.2M
Glen Eagle Advisors, LLC 0.22% Add +16.5% 9,034 $1.2M
Rakuten Securities, Inc. 0.51% Add +470.9% 9,026 $1.2M
Glaxis Capital Management, LLC 2.16% Reduce -10.0% 9,000 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -10.4% 8,978 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +126.5% 8,962 $1.2M
NTV Asset Management LLC 0.18% Add +22.6% 8,950 $1.1M
Brighton Jones LLC 0.04% Add +14.5% 8,945 $1.1M
Annex Advisory Services, LLC 0.04% New 8,891 $1.1M
FineMark National Bank & Trust 0.04% Add +30.9% 8,856 $1.1M
Wedmont Private Capital 0.08% Add +2.7% 9,087 $1.1M
Creative Financial Designs Inc. 0.11% Add +10.6% 8,796 $1.1M
Criterion Capital Advisors, LLC 0.75% Add +23.3% 8,762 $1.1M
Wilbanks Smith & Thomas Asset Management LLC 0.03% Reduce -0.6% 8,735 $1.1M
BSW Wealth Partners 0.19% Reduce -10.4% 8,672 $1.1M
D'Orazio & Associates, Inc. 0.18% Add +4.4% 8,655 $1.1M
Cidel Asset Management Inc. 0.08% New 8,568 $1.1M
Harbour Investments, Inc. 0.04% Add +10.0% 8,531 $1.1M
GW Henssler & Associates Ltd. 0.06% No change 8,459 $1.1M
Sivia Capital Partners, LLC 0.74% Reduce -0.6% 8,449 $1.1M
Intellectus Partners, LLC 0.28% Add +0.8% 8,335 $1.1M
QV Investors Inc. 0.09% Reduce -64.0% 8,364 $1.1M
Shaker Investments LLC 0.45% Reduce -0.1% 8,304 $1.1M
Connective Portfolio Management, LLC 1.88% New 8,300 $1.1M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -2.2% 8,261 $1.1M
Griffin Asset Management, Inc. 0.13% No change 8,260 $1.1M
Cravens & Co Advisors, LLC 0.88% Add +1.0% 8,250 $1.1M
Summit X, LLC 0.27% Reduce -5.0% 8,166 $1.1M
Atlas Capital Advisors Inc. 0.16% Reduce -10.9% 8,192 $1.1M
AQR Capital Management 0.00% Add +57.9% 8,152 $1.0M
Harbour Capital Advisors, LLC 0.26% Add +1.2% 8,264 $1.0M
Howland Capital Management LLC 0.05% Reduce -8.2% 8,030 $1.0M
Capital Wealth Planning, LLC 0.01% Add +6.8% 8,075 $1.0M
Wealth Effects LLC 0.38% Reduce -40.6% 8,028 $1.0M
Dymon Asia Capital (singapore) Pte. LTD. 1.15% New 8,000 $1.0M
Outfitters Financial LLC 0.84% Reduce -11.1% 8,000 $1.0M
Samalin Investment Counsel, LLC 0.49% Add +1.6% 7,997 $1.0M
Stokes Family Office, LLC 0.13% No change 7,975 $1.0M
Claret Asset Management Corp 0.17% Add +8.9% 7,966 $1.0M
Jacobi Capital Management LLC 0.09% Add +3.8% 7,935 $1.0M
Lake Street Private Wealth, LLC 0.14% Add +6.4% 7,913 $1.0M
Traveka Wealth, LLC 0.47% Add +7.3% 7,903 $1.0M
Viawealth, LLC 0.63% No change 7,836 $1.0M
Bison Wealth, LLC 0.16% Add +3.3% 7,823 $1.0M
Florida Trust Wealth Management Co 0.03% Reduce -11.5% 7,821 $1.0M
Keel Point, LLC 0.10% Add +16.2% 7,811 $1.0M
Wallace Advisory Group, LLC 0.75% Reduce -2.3% 9,689 $1.0M
Cantor Fitzgerald, L. P. 0.24% New 7,796 $1.0M
Intrust Bank NA 0.11% Add +5.4% 7,796 $1.0M
Parallax Volatility Advisers, L.P. 0.03% New 7,786 $1000K
Canal Capital Management, LLC 0.17% Add +1.3% 7,754 $996K
Bokf, NA 0.02% Add +31.6% 7,792 $994K
Keudell/Morrison Wealth Management 0.30% Reduce -0.7% 7,729 $992K
Financial Partners Group, LLC 0.38% Reduce -12.1% 7,587 $974K
Private Wealth Partners, LLC 0.08% Add +27.2% 7,570 $972K
Peachtree Investment Partners, LLC 0.39% Add +241.7% 7,566 $971K
My Legacy Advisors, LLC 0.32% New 7,527 $966K
Philadelphia Trust Co. 0.08% No change 7,500 $963K
Argonautica Private Wealth Management, Inc. 0.34% Add +28.6% 7,449 $956K
Cynosure Group, LLC 0.17% Add +9.2% 7,425 $953K
First Foundation Advisors 0.04% Add +3.1% 7,416 $952K
LifeSteps Financial, Inc. 0.72% No change 7,411 $952K
Laraway Financial Advisors Inc 0.84% Add +0.7% 7,406 $951K
AE Wealth Management LLC 0.01% Reduce -88.4% 7,389 $949K
HCR Wealth Advisors 0.14% New 7,369 $946K
Union Savings Bank 0.49% Add +5.3% 7,352 $944K
Heritage Wealth Management, LLC 0.48% Reduce -3.5% 7,321 $940K
Advisory Resource Group 0.22% Add +12.7% 7,317 $940K
Olistico Wealth, LLC 0.67% Add +182.5% 7,261 $932K
Strategic Investment Advisors / MI 0.12% Add +4.8% 7,177 $922K
Bristlecone Advisors, LLC 0.08% Add +32.5% 7,173 $921K
Wynn Capital, LLC 0.71% Reduce -1.0% 7,170 $921K
TD Private Client Wealth LLC 0.03% Reduce -46.1% 7,156 $919K
Seven Mile Advisory 0.70% Add +4.0% 7,143 $917K
Argent Trust Co 0.04% Reduce -1.8% 7,134 $916K
Rock Point Advisors, LLC 0.27% Reduce -4.0% 7,100 $912K
Harvey Capital Management Inc. 0.26% New 7,050 $905K
Moors & Cabot, Inc. 0.05% Add +29.4% 7,047 $905K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% New 7,023 $902K
Hollencrest Capital Management 0.04% Add +16.4% 7,009 $900K
American National Bank & Trust 0.12% Add +50.0% 7,005 $899K
Lebenthal Global Advisors, LLC 0.20% New 6,993 $898K
Aigen Investment Management, LP 0.20% Reduce -2.5% 6,979 $896K
First Manhattan Co. Llc. 0.00% Add +1.4% 6,970 $895K
Peoples Financial Services Corp. 0.39% Add +72.1% 6,951 $892K
BNC Wealth Management, LLC 0.38% No change 6,918 $888K
Kolinsky Wealth Management, LLC 0.68% Add +3.2% 6,914 $888K
FourThought Financial Partners, LLC 0.10% Add +25.9% 6,876 $883K
V-Square Quantitative Management LLC 0.12% No change 6,919 $881K
Canopy Partners, LLC 0.43% Add +14.9% 6,818 $875K
Sunpointe, LLC 0.97% Add +5.8% 6,757 $874K
Broderick Brian C 0.19% Reduce -11.5% 6,795 $872K
Journey Strategic Wealth LLC 0.04% Add +90.1% 6,792 $872K
Essex Bank 0.25% No change 8,430 $872K
Chicago Capital, LLC 0.03% Add +48.3% 6,778 $870K
Pallas Capital Advisors LLC 0.04% Reduce -23.1% 6,736 $865K
PAX Financial Group, LLC 0.17% Reduce -7.8% 6,642 $853K
Hennion & Walsh Asset Management, Inc. 0.05% New 6,610 $849K
Marco Investment Management LLC 0.08% Add +2.4% 6,602 $848K
CoreCap Advisors, LLC 0.04% New 6,576 $844K
First Financial Corp. 0.43% No change 6,550 $841K
180 Wealth Advisors, LLC 0.15% Add +3.5% 6,549 $841K
Fiduciary Alliance LLC 0.15% New 6,579 $839K
Nkcfo LLC 0.50% New 6,500 $835K
Linscomb Wealth, Inc. 0.04% No change 6,489 $833K
Schroder Investment Management Group 0.00% Reduce -23.8% 6,483 $832K
Cedar Brook Financial Partners, LLC 0.16% Add +1.3% 6,472 $831K
Prosperity Wealth Management, Inc. 0.39% New 6,454 $829K
Kercheville Advisors, LLC 0.39% Add +16.2% 6,450 $828K
Defined Wealth Management, LLC 0.59% Reduce -0.7% 6,449 $828K
Janiczek Wealth Management, LLC 0.18% Add +9.8% 6,438 $828K
Smart Money Group LLC 0.32% Add +18.1% 6,418 $823K
Blue Barn Wealth, LLC 0.46% Reduce -4.5% 6,406 $823K
Transatlantique Private Wealth LLC 0.36% Add +2.0% 6,409 $822K
AMG National Trust Bank 0.02% Add +41.1% 6,364 $817K
GAMMA Investing LLC 0.17% Add +15.6% 6,341 $814K
Wimmer Associates 1, LLC 0.43% Add +0.6% 6,315 $811K
Kovack Advisors, Inc. 0.10% New 6,309 $810K
Thompson Davis & Co., Inc. 0.55% Add +14.2% 6,280 $806K
Legacy Advisory Services, LLC 0.76% New 6,236 $801K
Hancock Whitney Corp. 0.03% Reduce -9.2% 6,224 $799K
1900 Wealth Management LLC 0.07% Add +59.8% 6,201 $796K
Buckingham Strategic Wealth, LLC 0.01% Reduce -2.3% 6,195 $795K
Centric Wealth Management 0.25% Add +0.5% 6,169 $792K
Great Lakes Retirement, Inc. 0.12% New 6,157 $791K
Patrick M Sweeney & Associates, Inc. 0.65% Add +0.9% 6,155 $790K
Legacy Advisors, LLC 0.10% New 6,146 $789K
&partners 0.11% New 6,100 $783K
Red Wave Investments LLC 0.29% Add +0.3% 6,086 $781K
Aquatic Capital Management LLC 0.03% Reduce -94.3% 6,000 $770K
Credit Suisse AG/ 0.00% New 6,000 $770K
Patton Albertson Miller Group, LLC 0.12% Reduce -3.2% 5,980 $768K
Pekin Hardy Strauss, Inc. 0.11% Add +133.0% 5,965 $766K
Veracity Capital LLC 0.30% Reduce -5.2% 5,959 $765K
Herold Advisors, Inc. 0.18% Add +19.0% 5,950 $764K
Resonant Capital Advisors, LLC 0.07% Add +89.8% 5,905 $764K
Zuckerman Investment Group, LLC 0.09% No change 5,930 $761K
Natixis 0.00% Add +748.1% 5,903 $758K
CENTRAL TRUST Co 0.02% Reduce -1.2% 5,898 $757K
Accretive Wealth Partners, LLC 0.33% No change 6,150 $757K
Gallacher Capital Management LLC 0.39% Reduce -3.1% 5,883 $755K
Virtue Capital Management, LLC 0.14% Add +161.8% 5,991 $752K
Provenance Wealth Advisors, LLC 0.11% No change 5,841 $750K
Hexagon Capital Partners LLC 0.17% Add +4.1% 5,835 $749K
Catalyst Capital Advisors LLC 0.02% Reduce -4.1% 5,800 $745K
One Wealth Management Investment & Advisory Services, LLC 0.30% Add +3.8% 5,779 $742K
Collective Family Office LLC 0.24% Add +13.1% 5,779 $742K
Tyche Wealth Partners LLC 0.18% New 5,779 $742K
Unique Wealth Strategies, LLC 0.36% No change 5,750 $738K
Valmark Advisers, Inc. 0.01% Add +8.9% 5,725 $735K
Blue Trust, Inc. 0.01% Reduce -36.6% 5,723 $735K
Williams Jones Wealth Management, LLC. 0.01% Add +10.9% 5,722 $735K
Optas, LLC 0.20% Add +0.3% 5,720 $734K
Copperwynd Financial, LLC 0.26% Add +15.4% 5,709 $733K
Capital Investment Counsel, Inc 0.13% No change 5,700 $732K
TriaGen Wealth Management LLC 0.30% No change 5,689 $730K
TRUE Private Wealth Advisors 0.08% Add +1.4% 5,648 $725K
Focus Partners Advisor Solutions, LLC 0.02% Add +75.0% 5,642 $725K
FSM Wealth Advisors, LLC 0.26% Reduce -4.1% 5,626 $722K
Diversified, LLC 0.10% Add +12.3% 5,614 $721K
IHT Wealth Management, LLC 0.03% Add +4.5% 5,613 $721K
Leo Wealth, LLC 0.07% Add +13.4% 5,612 $719K
JNBA Financial Advisors 0.08% Add +3.0% 5,574 $716K
Monetary Management Group Inc. 0.20% Add +32.0% 5,570 $715K
WealthBridge Capital Management, LLC 0.24% Add +10.3% 5,560 $714K
Perkins Coie Trust Co 0.17% Reduce -0.2% 5,542 $712K
Southland Equity Partners LLC 0.20% Add +2.1% 5,540 $711K
M. Kulyk & Associates, LLC 0.16% Reduce -5.5% 5,536 $711K
LGL Partners, LLC 0.12% Add +5.6% 5,508 $707K
Lewis Asset Management, LLC 0.58% No change 5,490 $705K
Verus Capital Partners, LLC 0.08% Reduce -10.8% 5,489 $705K
A. D. Beadell Investment Counsel, Inc. 0.61% Add +4.9% 5,480 $703K
Romano Brothers and Company 0.10% Reduce -2.9% 5,458 $701K
Shilanski & Associates, Inc. 0.24% Add +6.3% 5,417 $698K
Daymark Wealth Partners, LLC 0.04% Reduce -9.8% 5,426 $697K
Samjo Management, LLC 0.24% Reduce -2.7% 5,400 $693K
Baker Chad R 0.15% No change 5,380 $691K
Boston Trust Walden Corp 0.00% Reduce -72.3% 5,366 $689K
Webster Bank, N. A. 0.08% Add +1.9% 5,351 $687K
American Trust 0.06% Reduce -12.8% 5,350 $687K
Crestwood Advisors Group, LLC 0.01% Add +97.5% 5,335 $685K
Burns J W & Co. Inc. 0.10% Add +7.2% 5,330 $684K
Simon Quick Advisors, LLC 0.05% Add +69.3% 5,297 $680K
Jones Financial Companies LLLP 0.00% Add +1142.2% 5,267 $676K
Abel Hall, LLC 0.51% Add +4.2% 5,257 $675K
Private Advisory Group LLC 0.10% Add +17.5% 5,197 $667K
Avitas Wealth Management LLC 0.10% Reduce -1.1% 5,176 $665K
REDW Wealth LLC 0.18% No change 5,130 $659K
True North Advisors, LLC 0.18% No change 5,120 $657K
Puzo Michael J 0.18% Reduce -10.5% 5,100 $655K
Fiera Capital Corp 0.00% Add +12.0% 5,088 $653K
Painted Porch Advisors LLC 0.40% Add +1.1% 5,068 $651K
Sittner & Nelson, LLC 0.33% No change 5,060 $650K
Tradewinds Capital Management, LLC 0.18% Add +2.0% 5,055 $649K
Asio Capital, LLC 0.14% Reduce -3.0% 5,035 $646K
Westover Capital Advisors, LLC 0.19% No change 5,028 $646K
Composition Wealth, LLC 0.02% Add +14.9% 5,001 $642K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.48% Add +66.7% 5,000 $642K
JPL Wealth Management, LLC 0.35% Add +39.1% 5,000 $642K
Focused Wealth Management, Inc 0.10% Add +27555.6% 4,978 $639K
Adero Partners, LLC 0.05% Add +34.3% 4,956 $636K
SteelPeak Wealth, LLC 0.03% Add +16.3% 4,916 $636K
PARUS FINANCE (UK) Ltd 0.24% New 4,940 $634K
GPS Wealth Strategies Group, LLC 0.10% Add +47.1% 4,925 $632K
Flputnam Investment Management Co. 0.01% Add +0.2% 4,918 $631K
ML & R Wealth Management LLC 0.14% Reduce -0.5% 4,904 $630K
Schear Investment Advisers, LLC 0.51% New 4,903 $630K
Pinnacle Financial Partners Inc 0.01% Add +39.0% 4,899 $629K
First Affirmative Financial Network 0.46% Reduce -14.3% 4,899 $629K
AlphaQ Advisors LLC 0.38% Reduce -0.8% 4,852 $623K
Byrne Asset Management LLC 0.50% Add +0.6% 4,837 $621K
Inscription Capital, LLC 0.10% New 4,831 $620K
CoreFirst Bank & Trust 0.39% Reduce -9.9% 4,826 $620K
Opinicus Capital, Inc. 0.55% New 4,818 $619K
Aspiriant, LLC 0.03% Reduce -7.4% 4,806 $617K
Douglas Lane & Associates, LLC 0.01% No change 4,742 $609K
Renasant Bank 0.43% Reduce -4.3% 4,724 $607K
Capital Group Investment Management Pte. LTD. 0.11% No change 4,720 $606K
High Net Worth Advisory Group LLC 0.19% Add +7.6% 4,716 $606K
Fulton Bank, N.A. 0.02% Reduce -0.6% 4,716 $606K
Apeiron RIA LLC 0.18% Reduce -4.0% 4,716 $606K
Granite Group Advisors, LLC 0.41% No change 4,688 $602K
Sheaff Brock Investment Advisors, LLC 0.05% Add +0.4% 4,687 $602K
Essex LLC 0.14% Add +2.0% 4,684 $601K
Chilton Investment Co. Inc. 0.02% Reduce -2.2% 4,659 $598K
Armstrong, Fleming & Moore, Inc 0.41% No change 4,658 $598K
Cary Street Partners Investment Advisory LLC 0.03% Add +16.6% 4,644 $596K
Summit Trail Advisors, LLC 0.02% Reduce -0.6% 4,606 $596K
Gen-Wealth Partners Inc 0.29% — 4,624 $594K
Mathes Company, Inc. 0.22% Reduce -2.1% 4,610 $592K
Northwest Investment Counselors, LLC 0.14% No change 4,598 $590K
Tectonic Advisors LLC 0.04% No change 4,569 $587K
GHP Investment Advisors, Inc. 0.03% No change 4,560 $586K
Concorde Asset Management, LLC 0.40% Reduce -4.2% 4,559 $585K
Signet Financial Management, LLC 0.08% Add +0.2% 4,559 $585K
Evoke Wealth, LLC 0.02% New 4,517 $584K
Aspen Grove Capital, LLC 0.16% No change 4,508 $583K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -7.2% 4,522 $581K
Werba Rubin Papier Wealth Management 0.17% Add +5.7% 4,486 $580K
Financial Advisory Group 0.10% Add +0.5% 4,514 $580K
WNY Asset Management, LLC 0.09% Add +30.3% 4,512 $579K
Sage Mountain Advisors LLC 0.06% Add +8.2% 4,509 $579K
Susquehanna International Group Ltd. 0.14% New 4,502 $578K
Waverly Advisors, LLC 0.01% Add +22.1% 4,493 $577K
MJP Associates Inc. 0.12% Add +15.0% 4,465 $573K
Private Portfolio Partners LLC 0.12% Add +4.1% 4,448 $571K
Park National Corp. 0.02% Reduce -6.1% 4,432 $569K
Graypoint LLC 0.04% Add +15.2% 4,424 $568K
XTX Topco Ltd 0.08% Reduce -25.2% 4,408 $566K
Axq Capital, LP 0.14% Reduce -76.8% 4,400 $565K
Avestar Capital, LLC 0.06% Add +736.4% 4,391 $564K
Aprio Wealth Management, LLC 0.11% Add +10.1% 4,382 $563K
AlTi Global, Inc. 0.02% Add +0.3% 4,329 $560K
Strategy Asset Managers LLC 0.12% Add +0.9% 4,354 $559K
Cornerstone Wealth Management, LLC 0.04% Reduce -1.4% 4,328 $556K
Walden Wealth Partners LLC 0.32% Add +4.1% 4,479 $555K
Zimmermann Investment Management & Planning LLC 0.20% Add +20.6% 4,256 $546K
Smartleaf Asset Management LLC 0.11% Add +2.6% 4,263 $546K
Chesley Taft & Associates LLC 0.03% Add +2.4% 4,245 $545K
Cannell & Spears LLC 0.01% Add +0.5% 4,240 $544K
LJI Wealth Management, LLC 0.14% Add +0.5% 4,230 $543K
Insight Advisors, LLC/ PA 0.11% Add +33.1% 4,221 $542K
KFG Wealth Management, LLC 0.22% Reduce -13.2% 4,212 $541K
Diversified Trust Co. 0.02% Add +0.7% 4,197 $539K
Mayflower Financial Advisors, LLC 0.09% Add +82.7% 4,195 $539K
Old Port Advisors 0.16% New 4,184 $537K
William Allan Corp 0.36% No change 4,178 $536K
Keebeck Wealth Management 0.08% No change 4,136 $535K
KG Capital Management 0.21% Add +41.3% 4,162 $534K
Ledyard National Bank 0.05% Add +0.3% 4,159 $534K
Aveo Capital Partners, LLC 0.06% Add +118.6% 4,339 $534K
Brown Miller Wealth Management, LLC 0.24% New 4,156 $534K
Tidal Investments LLC 0.01% Add +13.1% 4,146 $532K
Mosley Wealth Management 0.49% Reduce -6.6% 4,100 $526K
PFG Advisors 0.04% Add +3.3% 4,093 $525K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -99.3% 4,092 $525K
Nvwm, LLC 0.14% New 4,065 $522K
Tiemann Investment Advisors, LLC 0.23% No change 4,050 $520K
Colonial River Investments, LLC 0.29% Reduce -0.5% 4,041 $519K
Continuum Advisory, LLC 0.08% Add +27.5% 4,024 $518K
Redmond Asset Management, LLC 0.16% Reduce -5.4% 4,025 $517K
Analyst IMS Investment Management Services Ltd. 0.02% New 4,004 $515K
Fca Corp. 0.17% No change 4,000 $514K
Lafayette Investments, Inc. 0.12% No change 4,000 $514K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -4.3% 3,968 $513K
Atlanta Consulting Group Advisors, LLC 0.18% — 3,962 $509K
Stock Yards Bank & Trust Co. 0.02% Add +20.3% 3,953 $508K
Redwood Investments, LLC 0.15% Add +1.0% 3,950 $507K
Bank of Stockton 0.16% Add +22.3% 3,940 $506K
Venture Visionary Partners LLC 0.02% Add +35.1% 3,918 $503K
Smith, Moore & Co. 0.05% Add +5.8% 3,915 $503K
Stamos Capital Partners, L.P. 0.11% Reduce -23.5% 3,880 $498K
Summit Financial, LLC 0.03% Reduce -27.1% 3,849 $498K
InterOcean Capital Group, LLC 0.01% Reduce -4.1% 3,874 $497K
Everpar Advisors LLC 0.30% Reduce -36.8% 3,873 $497K
Key Financial Inc 0.13% Reduce -10.6% 3,872 $497K
HM Payson & Co. 0.01% Reduce -1.4% 3,870 $497K
Clare Market Investments LLC 0.15% Add +6.5% 3,857 $495K
TFC Financial Management, Inc. 0.09% Reduce -4.8% 3,845 $494K
Householder Group Estate & Retirement Specialist, LLC 0.15% Add +0.5% 3,836 $493K
Focus Financial Network, Inc. 0.02% — 4,008 $492K
Blackhawk Capital Partners, LLC 0.31% Add +3.4% 3,831 $492K
Atlas Brown,Inc. 0.18% Add +2.5% 3,823 $491K
Abundance Wealth Counselors 0.11% Add +13.4% 3,813 $490K
Kuhn & Co Investment Counsel 0.46% New 3,800 $488K
Nwam LLC 0.04% Add +51.3% 3,831 $488K
Arax Advisory Partners 0.05% Reduce -4.6% 3,795 $487K
OneAscent Financial Services LLC 0.05% Add +11.9% 3,779 $487K
Rosenberg Matthew Hamilton 0.14% No change 3,812 $486K
Juncture Wealth Strategies, LLC 0.21% New 3,784 $486K
Lagoda Investment Management, L.P. 0.30% No change 3,780 $485K
Principle Wealth Partners LLC 0.04% Reduce -0.1% 3,769 $484K
Titleist Asset Management, LLC 0.08% Reduce -3.2% 3,766 $484K
Marcum Wealth, LLC 0.05% Reduce -11.6% 3,759 $483K
Oakwell Private Wealth Management, LLC 0.15% Add +2.8% 3,752 $482K
Quantum Portfolio Management LLC 0.27% Reduce -16.9% 3,750 $482K
Allen Wealth Management, LLC 0.42% Add +6.0% 3,740 $480K
Private Client Services, LLC 0.32% Add +1.3% 3,735 $480K
BayBridge Capital Group, LLC 0.42% Reduce -9.1% 3,810 $477K
Eagle Ridge Investment Management 0.04% No change 3,712 $477K
Cyndeo Wealth Partners, LLC 0.04% Add +0.5% 3,705 $476K
Steel Grove Capital Advisors, LLC 0.06% Add +47.9% 3,704 $476K
Capital Investment Advisory Services, LLC 0.05% Add +75.8% 3,684 $473K
Colorado Capital Management, Inc. 0.27% No change 3,662 $470K
Northstar Group, Inc. 0.10% New 3,660 $470K
Old National Bancorp 0.01% New 3,648 $468K
Great Lakes Advisors, LLC 0.00% No change 3,634 $467K
Choreo, LLC 0.01% Add +16.7% 3,627 $466K
ProVise Management Group, LLC 0.04% No change 3,622 $465K
Centaurus Financial, Inc. 0.03% New 3,615 $464K
Hoxton Planning & Management, LLC 0.22% Reduce -0.6% 3,612 $464K
Catalina Capital Group, LLC 0.20% New 3,612 $464K
Cascade Financial Partners, LLC 0.07% — 3,717 $463K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Reduce -13.5% 3,600 $462K
Northeast Investment Management 0.02% No change 3,560 $457K
Cobblestone Capital Advisors LLC 0.03% No change 3,556 $457K
MSA Advisors, LLC 0.14% No change 3,500 $452K
Wealth Group, Ltd. 0.34% — 3,516 $451K
BIP Wealth, LLC 0.03% Add +52.2% 3,504 $450K
Tucker Asset Management LLC 0.10% Add +21.9% 3,495 $449K
Verity & Verity, LLC 0.05% Add +6.1% 3,490 $448K
Curbstone Financial Management Corp 0.10% New 3,480 $447K
Destination Wealth Management 0.01% Add +4.0% 3,476 $446K
Clear Harbor Asset Management, LLC 0.04% Reduce -1.7% 3,456 $444K
Roberts Glore & Co. Inc. 0.13% Reduce -2.8% 3,430 $440K
InTrack Investment Management Inc 0.33% Reduce -36.2% 3,429 $440K
Knights of Columbus Asset Advisors LLC 0.03% Add +59.5% 3,416 $439K
Ausdal Financial Partners, Inc. 0.05% Add +9.4% 3,411 $438K
Forte Capital LLC 0.05% Reduce -0.0% 3,410 $438K
Paces Ferry Wealth Advisors, LLC 0.28% Reduce -4.8% 3,408 $438K
Outlook Wealth Advisors, LLC 0.13% Add +17.9% 3,400 $437K
Moneta Group Investment Advisors LLC 0.01% New 3,397 $436K
Red Door Wealth Management, LLC 0.08% Reduce -12.7% 3,396 $436K
Prosperity Consulting Group, LLC 0.05% New 3,392 $436K
Wilkinson Global Asset Management LLC 0.03% Add +13.4% 3,380 $434K
Dearborn Partners LLC 0.02% No change 3,372 $433K
WMS Partners, LLC 0.03% Add +7.8% 3,366 $432K
Benjamin Edwards Inc. 0.09% Reduce -0.7% 3,368 $432K
Cahill Financial Advisors Inc. 0.06% No change 3,359 $431K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +33.6% 3,356 $431K
Arcadia Investment Management Corp. 0.08% No change 3,354 $431K
Family Manage LLC 0.08% Reduce -0.1% 3,350 $430K
AlphaMark Advisors, LLC 0.15% Reduce -14.4% 3,345 $429K
Mill Creek Capital Advisors, LLC 0.01% Reduce -19.9% 3,335 $428K
Capital Asset Advisory Services LLC 0.02% Add +59.6% 3,402 $428K
First Horizon Advisors, Inc. 0.01% Reduce -9.3% 3,322 $427K
Abbrea Capital, LLC 0.06% No change 3,286 $425K
D. Scott Neal, Inc. 0.28% Add +2.2% 3,280 $424K
Henshaw Capital LLC 0.02% Reduce -3.0% 3,275 $421K
Ironsides Asset Advisors, LLC 0.14% Add +15.4% 3,268 $420K
Mather Group, Llc. 0.01% Reduce -1.7% 4,046 $419K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Add +7.0% 3,246 $417K
Ellis Investment Partners, LLC 0.09% Reduce -3.3% 3,229 $415K
Hudock, Inc. 0.09% New 3,228 $414K
Visionary Wealth Advisors 0.03% Add +24.2% 3,221 $414K
Glass Jacobson Investment Advisors llc 0.15% No change 3,211 $412K
Capital Investment Advisors, LLC 0.01% Add +35.3% 3,210 $412K
Montecito Bank & Trust 0.08% New 3,210 $412K
Laurel Wealth Advisors LLC 0.07% No change 3,210 $412K
Ironwood Investment Counsel, LLC 0.07% No change 3,204 $411K
Diametric Capital, LP 0.23% New 3,201 $411K
HFG Advisors, Inc. 0.36% Reduce -3.8% 3,200 $411K
Enterprise Financial Services Corp 0.25% Reduce -7.7% 3,200 $411K
Schonfeld Strategic Advisors LLC 0.00% New 3,200 $411K
Capital Management Associates, Inc 0.30% New 3,180 $408K
Massachusetts Wealth Management 0.29% Add +18.7% 3,175 $408K
Riversedge Advisors, LLC 0.10% Add +11.4% 3,173 $407K
Cookson Peirce & Co. Inc. 0.02% No change 3,170 $407K
LCM Capital Management Inc 0.26% Reduce -4.0% 3,146 $404K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -0.5% 3,142 $403K
Executive Wealth Management, LLC 0.04% New 3,158 $403K
Palisade Asset Management, LLC 0.04% Reduce -10.9% 3,136 $403K
Aft, Forsyth & Company, Inc. 0.23% No change 3,125 $401K
Foster Dykema Cabot & Partners, LLC 0.04% No change 3,090 $400K
Financial Network Wealth Advisors LLC 0.40% Reduce -3.5% 3,109 $399K
PFW Advisors LLC 0.12% Add +0.5% 3,091 $397K
Alaska Permanent Fund Corp 0.01% New 3,088 $396K
Paragon Private Wealth Management, LLC 0.23% Add +19.1% 3,074 $395K
Security Financial Services, INC. 0.09% Add +29.2% 3,074 $395K
Rollins Financial Advisors, LLC 0.07% Reduce -21.1% 3,072 $394K
Kidder Stephen W 0.13% No change 3,070 $394K
Oxford Financial Group, LTD. LLC 0.03% Reduce -0.4% 3,070 $394K
Aptus Capital Advisors, LLC 0.01% New 3,066 $394K
McNamara Financial Services, Inc. 0.08% No change 3,054 $392K
First National Bank of Hutchinson 0.26% Add +1.7% 3,044 $391K
MN Wealth Advisors, LLC 0.24% No change 3,040 $390K
Caldwell Trust Co 0.05% Add +2940.0% 3,040 $390K
Veltria Advisors Corp. 0.10% New 3,031 $389K
Wealthstream Advisors, Inc. 0.15% Add +8.2% 3,027 $389K
Sawgrass Asset Management LLC 0.04% Add +1.9% 3,022 $388K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 3,020 $388K
Opal Wealth Advisors, LLC 0.13% Add +0.2% 3,007 $386K
Worth Venture Partners, LLC 2.69% New 3,000 $385K
Central Asset Investments & Management Holdings (HK) Ltd 0.46% No change 3,000 $385K
Notis-McConarty Edward 0.15% Reduce -9.6% 3,000 $385K
Howard Capital Management Group, LLC 0.03% No change 3,000 $385K
Huber Capital Management LLC 0.09% Add +36.7% 2,978 $382K
Monterey Private Wealth, Inc. 0.15% Reduce -0.2% 2,968 $381K
Belpointe Asset Management LLC 0.03% Add +31.0% 2,966 $381K
Fort Washington Investment Advisors Inc. 0.00% No change 2,960 $380K
Financial & Tax Architects, LLC 0.10% New 2,952 $379K
Zacks Investment Management 0.00% Reduce -25.6% 2,952 $379K
Bill Few Associates, Inc. 0.15% Add +22.9% 2,950 $379K
Sandy Spring Bank 0.02% Add +11.0% 2,942 $378K
First Business Financial Services, Inc. 0.04% Reduce -4.8% 2,934 $377K
Wellington Shields Capital Management, LLC 0.07% No change 2,920 $375K
Western Wealth Management, LLC 0.03% New 2,918 $375K
Planning Directions Inc. 0.26% Add +4.0% 2,916 $374K
Wealth Architects, LLC 0.05% Reduce -7.4% 2,916 $374K
Seldon Capital LP 0.23% No change 2,910 $374K
ABLE Financial Group, LLC 0.15% Reduce -12.7% 2,898 $372K
Horizon Investment Services, LLC 0.18% Add +0.9% 2,845 $365K
Waldron Private Wealth LLC 0.02% Add +0.3% 2,814 $361K
Gladstone Institutional Advisory LLC 0.02% Reduce -21.6% 2,800 $360K
Wagner Wealth Management, LLC 0.11% Add +3.1% 2,798 $359K
Baron Wealth Management LLC 0.19% Add +15.6% 2,786 $358K
Texas Capital Bancshares Inc 0.16% Reduce -28.3% 2,771 $356K
Gries Financial LLC 0.06% Reduce -44.6% 2,768 $355K
Lyell Wealth Management, LP 0.04% No change 2,754 $354K
Richardson Financial Services Inc. 0.25% Add +644.4% 2,747 $353K
Parisi Gray Wealth Management 0.13% New 2,751 $353K
FLC Capital Advisors 0.09% No change 2,750 $353K
Balboa Wealth Partners 0.11% Reduce -26.8% 2,730 $351K
Northwest Financial Advisors 0.38% Add +11.3% 2,720 $349K
AA Financial Advisors, LLC 0.14% New 2,719 $349K
Nicolet Advisory Services, LLC 0.04% Add +5.2% 2,777 $347K
YHB Investment Advisors, Inc. 0.03% New 2,700 $347K
9258 Wealth Management, LLC 0.05% Add +7.4% 2,698 $346K
Transcend Capital Advisors, LLC 0.03% Reduce -25.1% 2,697 $346K
Clearstead Advisors, LLC 0.02% Add +1.4% 2,614 $346K
CFO4Life Group, LLC 0.06% Add +18.7% 2,696 $346K
Main Street Financial Solutions, LLC 0.04% Reduce -2.1% 2,689 $345K
Confluence Wealth Services, Inc. 0.03% Add +31.5% 2,688 $345K
MGB Wealth Management, LLC 0.14% Add +23.0% 2,674 $343K
Atom Investors LP 0.04% New 2,656 $341K
Cedrus LLC 0.19% New 2,652 $341K
LexAurum Advisors, LLC 0.09% Add +33.3% 2,648 $340K
Salvus Wealth Management, LLC 0.23% Add +18.6% 2,646 $340K
Novare Capital Management LLC 0.03% New 2,642 $339K
HMS Capital Management, LLC 0.19% Reduce -21.3% 2,628 $337K
Eads & Heald Wealth Management 0.16% New 2,623 $337K
Breakwater Capital Group 0.08% Add +3.0% 2,613 $336K
TFB Advisors LLC 0.12% New 2,592 $335K
Phillips Wealth Planners LLC 0.38% Reduce -5.7% 2,711 $335K
Spectrum Wealth Counsel, LLC 0.04% Add +30.6% 2,606 $335K
Larson Financial Group LLC 0.03% Add +20.3% 2,604 $334K
Weatherly Asset Management L. P. 0.03% Add +18.3% 2,582 $334K
Pathway Financial Advisors LLC 0.09% No change 2,600 $334K
AdvisorNet Financial, Inc 0.03% Add +1.2% 2,596 $333K
Wexford Capital LP 0.07% New 2,592 $333K
Sandhill Capital Partners LLC 0.03% Reduce -16.2% 2,582 $332K
Intelligence Driven Advisers, LLC 0.05% Reduce -44.9% 2,571 $330K
New Republic Capital, LLC 0.21% Add +7.3% 2,570 $330K
First National Trust Co 0.01% No change 2,570 $330K
Cadence Bank 0.02% No change 2,568 $330K
CRA Financial Services, LLC 0.07% Add +3.0% 2,561 $329K
RIA Advisory Group LLC 0.13% New 2,545 $327K
Advisor Resource Council 0.14% Reduce -67.2% 3,158 $327K
Peregrine Asset Advisers, Inc. 0.13% New 2,534 $325K
Allred Capital Management, LLC 0.13% New 2,529 $325K
Mainstay Capital Management LLC 0.06% Add +2.0% 2,509 $322K
AlphaStar Capital Management, LLC 0.03% New 2,508 $322K
Financial Management Network Inc. 0.08% Reduce -31.7% 2,594 $322K
Strategic Financial Services, Inc. 0.02% No change 2,502 $321K
Capital Counsel LLC 0.01% No change 2,500 $321K
Zhang Financial LLC 0.02% New 2,480 $318K
Steward Partners Investment Solutions, LLC 0.05% New 2,475 $318K
Aureus Asset Management, LLC 0.02% No change 2,475 $318K
Certuity, LLC 0.03% Add +1.6% 2,405 $317K
Lockerman Financial Group, Inc. 0.61% New 2,468 $317K
Colonial Trust Co / SC 0.06% Reduce -1.9% 2,457 $316K
Castleview Partners, LLC 0.18% Add +1.2% 2,445 $314K
Garden State Investment Advisory Services LLC 0.11% Add +18.5% 2,452 $314K
Addison Advisors LLC 0.11% Add +3.7% 2,418 $310K
Schrum Private Wealth Management LLC 0.28% No change 2,402 $308K
New Hampshire Trust 0.07% No change 2,400 $308K
Avantax Planning Partners, Inc. 0.01% Add +1.6% 2,395 $308K
Iron Gate Global Advisors LLC 0.06% Add +9.7% 2,410 $307K
Forvis Mazars Wealth Advisors, LLC 0.01% New 2,394 $307K
Keystone Financial Group 0.04% New 2,393 $307K
JGP Wealth Management, LLC 0.04% Add +21.9% 2,389 $307K
Beacon Capital Management, LLC 0.06% Add +15.5% 2,374 $305K
Avalon Trust Co 0.03% No change 2,372 $305K
FMB Wealth Management 0.24% No change 2,370 $304K
Parkside Financial Bank & Trust 0.05% Add +22.0% 2,368 $304K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +56.4% 2,348 $304K
Becker Capital Management Inc. 0.01% Reduce -16.2% 2,347 $304K
Lineweaver Wealth Advisors, LLC 0.07% New 2,362 $303K
Mitchell Sinkler & Starr 0.08% Reduce -17.4% 2,362 $303K
Prospect Financial Services LLC 0.25% Add +0.6% 2,355 $302K
Hilltop Holdings Inc. 0.03% New 2,354 $302K
RMR Wealth Builders 0.04% New 2,351 $302K
Independence Bank of Kentucky 0.09% Add +10.6% 2,350 $302K
Operose Advisors LLC 0.10% Add +574.7% 2,348 $301K
Westmount Partners, LLC 0.11% No change 2,344 $301K
Strategic Wealth Partners, Ltd. 0.03% Add +13.5% 2,339 $300K
M3 Advisory Group, LLC 0.27% Add +15.3% 2,337 $300K
Optimist Retirement Group LLC 0.15% Add +3.7% 2,335 $300K
Fermata Advisors, LLC 0.07% New 2,334 $300K
Advisory Research Inc. 0.06% Reduce -75.0% 2,314 $297K
Centerpoint Advisors, LLC 0.11% Add +655.7% 2,305 $296K
Indie Asset Partners, LLC 0.26% No change 2,302 $296K
D L Carlson Investment Group Inc. 0.06% Add +16.0% 2,302 $296K
Private Ocean, LLC 0.03% No change 2,300 $295K
One Capital Management, LLC 0.01% Add +7.0% 2,284 $293K
IRON Financial LLC 0.16% Add +0.6% 2,283 $293K
Associated Banc-Corp 0.01% No change 2,280 $293K
Per Stirling Capital Management, LLC. 0.05% Add +16.4% 2,279 $293K
New World Advisors LLC 0.08% Reduce -0.9% 2,257 $290K
Strategic Blueprint, LLC 0.02% Add +15.6% 2,244 $288K
Sandbox Financial Partners, LLC 0.12% New 2,235 $287K
Taylor Hoffman Wealth Management 0.12% Reduce -14.1% 2,225 $286K
Ceeto Capital Group, LLC 0.12% No change 2,206 $285K
Financial Insights, Inc. 0.08% No change 2,212 $284K
BBR Partners, LLC 0.02% No change 2,203 $283K
Merriman Wealth Management, LLC 0.01% Add +9.5% 2,180 $282K
Peak Financial Management, Inc. 0.09% New 2,192 $281K
Divergent Planning, LLC 0.12% New 2,205 $281K
Appleton Partners Inc. 0.02% No change 2,192 $281K
Nabity-Jensen Investment Management Inc 0.23% No change 2,178 $280K
Capital Planning Advisors, LLC 0.05% New 2,172 $279K
Apella Capital, LLC 0.01% Add +11.6% 2,227 $278K
Guardian Asset Advisors, LLC 0.23% New 2,165 $278K
Warther Private Wealth, LLC 0.12% New 2,156 $277K
Planned Solutions, Inc. 0.14% Add +14.7% 2,154 $277K
Continental Investors Services, Inc. 0.65% Add +5.0% 2,164 $276K
Kanawha Capital Management LLC 0.02% New 2,148 $276K
Lodestar Private Asset Management LLC 0.04% Add +0.7% 2,147 $276K
Proffitt & Goodson Inc. 0.05% Add +2046.0% 2,146 $276K
Parkside Advisors LLC 0.07% Add +1.1% 2,124 $275K
Stonebrook Private Inc. 0.08% Reduce -5.8% 2,138 $275K
FinTrust Capital Advisors, LLC 0.05% Add +13.2% 2,136 $274K
Nomura Holdings Inc. 0.00% Reduce -76.0% 2,136 $274K
Foster Group, Inc. 0.01% New 2,135 $274K
Cape Cod Five Cents Savings Bank 0.03% Reduce -3.6% 2,120 $272K
NorthRock Partners, LLC 0.01% New 2,057 $272K
Spirepoint Private Client, LLC 0.04% — 2,114 $271K
Maverick Capital 0.01% New 2,105 $270K
Ancora Advisors LLC 0.01% Add +9.4% 2,103 $270K
Covestor Ltd 0.17% Add +1.3% 2,102 $270K
Prudent Man Advisors, LLC 0.10% Reduce -14.5% 2,098 $269K
JSF Financial, LLC 0.08% Add +7.0% 2,094 $269K
Xponance LLC 0.00% Add +1.6% 2,089 $268K
Stephens Consulting, LLC 0.08% Add +2325.6% 2,086 $268K
Trust Co. of Oklahoma 0.09% Reduce -16.2% 2,075 $266K
Bank of Nova Scotia Trust Co. 0.03% Reduce -39.5% 2,075 $266K
Baron Silver Stevens Financial Advisors, LLC 0.05% New 2,070 $266K
Proficio Capital Partners LLC 0.03% No change 2,067 $265K
Moseley Investment Management Inc. 0.13% Reduce -12.7% 2,060 $265K
Twin Capital Management Inc. 0.03% No change 2,060 $265K
Surience Private Wealth LLC 0.25% No change 2,050 $263K
Narus Financial Partners, LLC 0.11% Add +2.5% 2,050 $263K
Lifestyle Asset Management, Inc. 0.15% New 2,043 $262K
Unionview, LLC 0.22% Reduce -10.3% 2,041 $262K
PCA Investment Advisory Services Inc. 0.15% Reduce -0.1% 2,028 $260K
Modern Wealth Management, LLC 0.02% New 2,021 $259K
GDS Wealth Management 0.03% New 2,019 $259K
Acorn Creek Capital LLC 0.16% New 2,014 $259K
Thomasville National Bank 0.02% New 2,010 $258K
Patten & Patten Inc. 0.02% New 2,010 $258K
Bigelow Investment Advisors, LLC 0.13% New 2,005 $257K
Kingfisher Capital LLC 0.06% No change 2,000 $257K
Palouse Capital Management, Inc. 0.17% New 2,000 $257K
Retirement Income Solutions, Inc. 0.06% No change 2,000 $257K
Marshall Wace, LLP 0.00% Reduce -99.1% 2,000 $257K
Faithward Advisors, LLC 0.05% New 1,984 $255K
Regal Investment Advisors LLC 0.02% New 1,984 $255K
Burns Matteson Capital Management, LLC 0.16% Reduce -0.2% 1,974 $253K
Sigma Investment Counselors Inc. 0.02% Reduce -2.7% 1,974 $253K
Crown Wealth Group, LLC 0.13% New 1,972 $253K
Inspirion Wealth Advisors, LLC 0.04% New 1,972 $253K
Gryphon Financial Partners LLC 0.04% Reduce -14.1% 1,970 $253K
Wealthquest Corp 0.03% Reduce -7.4% 1,966 $252K
Empire Financial Management Company, LLC 0.08% No change 1,960 $252K
Plancorp, LLC 0.01% New 1,955 $251K
Truvestments Capital LLC 0.10% No change 1,954 $251K
GFG Capital, LLC 0.06% Reduce -2.9% 1,953 $251K
ORG Partners LLC 0.48% New 1,966 $251K
Founders Financial Alliance, LLC 0.07% New 1,940 $249K
Weaver Capital Management LLC 0.07% No change 1,940 $249K
Encompass More Asset Management 0.21% Reduce -10.0% 1,937 $249K
Dash Acquisitions Inc. 0.08% Add +1.9% 1,992 $248K
Vestor Capital, LLC 0.02% New 1,924 $247K
Asset Dedication, LLC 0.02% No change 1,914 $246K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -17.2% 1,915 $246K
Linden Thomas Advisory Services, LLC 0.04% Reduce -8.0% 1,903 $244K
Lion Street Advisors, LLC 0.10% No change 2,359 $244K
ZWJ Investment Counsel Inc. 0.01% New 1,893 $243K
Burney Co./ 0.01% New 1,891 $243K
Symphony Financial, Ltd. Co. 0.06% New 1,888 $242K
Atticus Wealth Management, LLC 0.08% Reduce -54.3% 1,887 $242K
Heritage Trust Co 0.03% Reduce -15.4% 1,880 $241K
Angeles Investment Advisors, LLC 0.01% New 1,878 $241K
International Private Wealth Advisors LLC 0.46% New 1,874 $241K
Fort Henry Capital, LLC 0.18% New 1,860 $239K
Investment Management Associates Inc. 0.08% New 1,860 $239K
PFG Private Wealth Management, LLC 0.15% New 1,859 $239K
Harbor Investment Advisory, LLC 0.02% Add +110.9% 1,858 $239K
NWF Advisory Services Inc. 0.04% New 1,858 $239K
Heritage Wealth Advisors 0.01% No change 1,850 $238K
Watershed Private Wealth LLC 0.10% New 1,843 $237K
Leavell Investment Management, Inc. 0.01% New 1,823 $236K
Hutchens & Kramer Investment Management Group, LLC 0.14% New 1,848 $236K
Beacon Financial Group 0.03% New 1,834 $235K
TrinityBridge Ltd 0.01% Reduce -1.6% 1,830 $235K
Aurora Private Wealth, Inc. 0.20% New 1,835 $234K
Paulson Wealth Management Inc. 0.07% New 1,811 $233K
Decatur Capital Management, Inc. 0.13% New 1,810 $232K
Kennedy Capital Management LLC 0.00% New 1,807 $232K
Liberty Wealth Management LLC 0.05% New 1,797 $231K
Northwest Wealth Management, LLC 0.06% New 1,797 $231K
Oxbow Advisors, LLC 0.03% New 1,796 $231K
Klingman & Associates, LLC 0.02% New 1,792 $230K
Quadcap Wealth Management, LLC 0.05% New 1,788 $230K
Moneco Advisors, LLC 0.04% New 1,787 $229K
CVA Family Office, LLC 0.04% No change 1,782 $229K
Highline Wealth Partners LLC 0.09% Add +344.5% 1,778 $228K
Sargent Investment Group, LLC 0.05% Reduce -36.0% 1,776 $228K
Vaughan David Investments LLC 0.01% New 1,766 $227K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -20.8% 1,766 $227K
Prairie Wealth Advisors, Inc. 0.11% — 1,754 $227K
Wells Trecaso Financial Group, LLC 0.08% New 1,764 $226K
Sage Private Wealth Group, LLC 0.18% New 1,760 $226K
Mosaic Family Wealth Partners, LLC 0.04% New 1,760 $226K
Heritage Wealth Management, Inc./Texas 0.15% New 1,750 $225K
Summit Financial Group, Inc. 0.08% New 1,750 $225K
Nottingham Advisors, Inc. 0.03% New 1,750 $225K
KRS Capital Management, LLC 0.18% New 1,745 $224K
Lakeridge Wealth Management LLC 0.15% New 1,745 $224K
Verition Fund Management LLC 0.00% Reduce -36.5% 1,745 $224K
Pine Valley Investments Ltd Liability Co 0.02% New 1,731 $224K
Lantz Financial LLC 0.07% New 1,741 $224K
Anchor Capital Advisors LLC 0.01% New 1,740 $223K
Frazier Financial Advisors, LLC 0.18% Add +14.1% 1,738 $223K
Leeward Financial Partners, LLC 0.09% New 1,731 $222K
Mosaic Financial Group, LLC 0.18% — 1,730 $222K
Semus Wealth Partners LLC 0.19% New 1,726 $222K
LM Advisors LLC 0.04% Add +12.7% 1,721 $221K
Transamerica Financial Advisors, LLC 0.02% Reduce -79.8% 1,721 $221K
KLCM Advisors, Inc. 0.03% New 1,721 $221K
KCM Investment Advisors LLC 0.01% New 1,716 $220K
Gallagher Fiduciary Advisors, LLC 0.01% New 1,716 $220K
Ewa, LLC 0.10% Reduce -30.2% 1,716 $220K
Sicart Associates LLC 0.08% New 1,700 $220K
Keeler & Nadler Financial Planning & Wealth Management 0.13% New 1,702 $219K
Acorn Wealth Advisors, LLC 0.11% New 1,700 $218K
Brass Tax Wealth Management, Inc. 0.11% — 1,700 $218K
Baker Avenue Asset Management, LP 0.01% New 1,700 $218K
Founders Financial Securities LLC 0.02% New 1,692 $217K
Strategic Financial Concepts, LLC 0.05% New 1,689 $217K
Kintra Wealth, LLC 0.16% New 1,681 $216K
Willis Johnson & Associates, Inc. 0.02% New 1,681 $216K
Sfmg, LLC 0.02% New 1,671 $215K
JGP Global Gestao de Recursos Ltda. 0.14% New 1,668 $214K
Aspire Capital Advisors LLC 0.07% New 1,667 $214K
ORBA Wealth Advisors, L.L.C. 0.12% New 1,665 $214K
Opes Wealth Management LLC 0.05% New 1,663 $214K
Abacus Planning Group, Inc. 0.04% Reduce -28.7% 1,659 $213K
Campbell Capital Management Inc. 0.09% New 1,658 $213K
Front Street Capital Management, Inc. 0.04% No change 1,648 $212K
Nadler Financial Group, Inc. 0.03% New 1,651 $212K
Country Club Bank 0.01% New 1,650 $212K
Satovsky Asset Management LLC 0.06% New 1,644 $211K
Gratus Wealth Advisors, LLC 0.04% New 1,719 $211K
Matrix Private Capital Group LLC 0.14% New 1,628 $211K
Guerra Pan Advisors, LLC 0.19% New 1,636 $210K
Advus Financial Partners, LLC 0.06% New 1,630 $209K
S&T Bank 0.04% New 1,630 $209K
Ballew Advisors, Inc 0.14% New 1,668 $208K
Soltis Investment Advisors LLC 0.02% New 1,618 $208K
Townsend Asset Management Corp. /NC/ 0.08% New 1,613 $207K
MontVue Capital Management, Inc. 0.18% New 1,610 $207K
First City Capital Management, Inc. 0.11% New 1,610 $207K
Alpha Financial Partners LLC 0.19% New 1,609 $207K
Douglass Winthrop Advisors, LLC 0.00% New 1,606 $206K
Franklin Street Advisors Inc. 0.02% New 1,604 $206K
Royal Capital Wealth Management, LLC 0.16% New 1,600 $205K
Warren Street Wealth Advisors, LLC 0.10% New 1,600 $205K
American Financial Advisors, LLC 0.03% New 1,599 $205K
World Investment Advisors 0.03% Reduce -25.1% 1,596 $205K
Wellspring Financial Advisors, LLC 0.03% New 1,593 $205K
National Philanthropic Trust 0.00% Reduce -51.3% 1,590 $204K
Resurgent Financial Advisors LLC 0.11% Add +184.4% 1,587 $204K
49 Wealth Management, LLC 0.04% New 1,597 $204K
Argus Investors' Counsel, Inc. 0.12% New 1,585 $204K
Garner Asset Management Corp 0.08% No change 1,580 $203K
Graves Light Lenhart Wealth, Inc. 0.02% Reduce -19.3% 1,577 $202K
Cardiff Park Advisors, LLC 0.02% New 1,575 $202K
Norris Perne & French LLP 0.01% New 1,574 $202K
Carr Financial Group Corp 0.07% New 1,568 $201K
Davis R M Inc. 0.00% New 1,563 $201K
WASHINGTON TRUST Co 0.01% Reduce -2.3% 1,505 $193K
Westside Investment Management, Inc. 0.04% No change 1,428 $183K
AllSquare Wealth Management LLC 0.10% No change 1,360 $175K
Manitou Investment Management Ltd. 0.03% No change 1,316 $169K
JFS Wealth Advisors, LLC 0.01% No change 1,311 $168K
Barrett & Company, Inc. 0.07% Add +11.4% 1,225 $157K
Clearstead Trust, LLC 0.04% Add +9.8% 1,179 $151K
Carmichael Hill & Associates, Inc. 0.06% Reduce -20.9% 1,132 $145K
City State Bank 0.06% Add +769.2% 1,130 $145K
Arlington Trust Co LLC 0.04% No change 1,118 $144K
Wellington Shields & Co., LLC 0.05% No change 1,100 $141K
Garde Capital, Inc. 0.01% New 1,089 $139K
Blue Chip Partners, LLC 0.01% New 1,058 $136K
Guardian Wealth Management, Inc. 0.10% No change 1,050 $135K
Liberty One Investment Management, LLC 0.02% New 1,048 $135K
Princeton Global Asset Management LLC 0.03% Add +41.5% 1,047 $134K
Pinnacle Bancorp, Inc. 0.04% No change 1,042 $134K
Bogart Wealth, LLC 0.01% Add +2.2% 1,014 $130K
Future Financial Wealth Managment LLC 0.10% New 1,000 $128K
Investment Research & Advisory Group, Inc. 0.06% Add +13.5% 940 $121K
Creekmur Asset Management LLC 0.04% New 917 $118K
General Partner, Inc. 0.07% New 880 $113K
WealthCollab, LLC 0.08% Add +0.7% 860 $110K
MCF Advisors LLC 0.01% Add +69.1% 805 $103K
Missouri Trust & Investment Co 0.04% No change 800 $103K
Tanglewood Legacy Advisors, LLC 0.05% No change 790 $101K
ICA Group Wealth Management, LLC 0.02% Add +805.8% 788 $101K
RFP Financial Group LLC 0.04% Add +73.2% 762 $98K
Horizon Investments, LLC 0.00% Reduce -8.2% 747 $96K
Silicon Valley Capital Partners 0.01% No change 732 $94K
Red Tortoise LLC 0.05% Add +29.6% 726 $93K
Planning Capital Management Corp 0.07% Reduce -0.4% 722 $93K
Financial Management Professionals, Inc. 0.01% Add +38.9% 711 $91K
Tyler-Stone Wealth Management 0.04% Add +141.4% 705 $91K
McIlrath & Eck, LLC 0.01% New 705 $91K
Wetzel Investment Advisors, Inc. 0.05% Reduce -33.3% 720 $88K
Credit Agricole S A 0.00% New 712 $87K
Johnson Financial Group, Inc. 0.00% Add +31.9% 662 $85K
Tsfg, LLC 0.02% No change 650 $83K
Edmond DE Rothschild Holding S.A. 0.00% New 625 $80K
DSM Capital Partners LLC 0.00% Add +36.7% 618 $79K
Granite FO LLC 0.05% Reduce -43.3% 590 $79K
Salomon & Ludwin, LLC 0.01% Add +49.3% 612 $79K
Trifecta Capital Advisors, LLC 0.02% No change 610 $78K
Gradient Investments LLC 0.00% Reduce -88.2% 610 $78K
Cypress Capital Management LLC (WY) 0.08% New 600 $77K
Belmont Capital, LLC 0.02% New 588 $75K
Rise Advisors, LLC 0.04% New 587 $75K
Balefire, LLC 0.03% Reduce -8.0% 577 $74K
Jamison Private Wealth Management, Inc. 0.01% Add +284.7% 577 $74K
SJS Investment Consulting Inc. 0.01% Add +273.3% 560 $72K
Game Plan Financial Advisors, LLC 0.04% Add +56.3% 547 $70K
Colonial Trust Advisors 0.01% Add +21.3% 546 $70K
DT Investment Partners, LLC 0.01% No change 542 $70K
Godsey & Gibb, Inc. 0.01% Reduce -10.2% 530 $68K
Washington Trust Advisors, Inc. 0.01% No change 524 $67K
Dagco, Inc. 0.03% New 500 $64K
Ameliora Wealth Management Ltd. 0.03% New 500 $64K
Kozak & Associates, Inc. 0.02% Reduce -45.8% 480 $64K
Tortoise Investment Management, LLC 0.01% Add +7.2% 489 $63K
North Star Investment Management Corp. 0.00% Add +63.0% 489 $63K
Pin Oak Investment Advisors Inc. 0.06% Reduce -13.6% 476 $61K
FWL Investment Management, LLC 0.03% Add +2.2% 467 $60K
Hoese & Co LLP 0.05% No change 500 $60K
Retirement Group, LLC 0.02% Add +0.7% 455 $58K
Plante Moran Financial Advisors, LLC 0.01% Reduce -17.3% 455 $58K
POM Investment Strategies, LLC 0.05% No change 454 $58K
GW&K Investment Management, LLC 0.00% Add +34.0% 437 $56K
Stone House Investment Management, LLC 0.01% Add +9.4% 432 $55K
HHM Wealth Advisors, LLC 0.01% No change 430 $55K
Roble, Belko & Company, Inc 0.01% Add +1.4% 432 $55K
Ameritas Investment Partners, Inc. 0.00% No change 422 $54K
Atwood & Palmer Inc. 0.00% No change 400 $51K
RiverPark Advisors, LLC 0.04% New 396 $51K
Crewe Advisors LLC 0.01% New 393 $50K
Prestige Wealth Management Group LLC 0.01% No change 379 $49K
West Paces Advisors Inc. 0.01% No change 380 $49K
Cherry Tree Wealth Management, LLC 0.01% New 380 $49K
Global Assets Advisory, LLC 0.03% New 381 $49K
Raffa Wealth Management, LLC 0.01% Reduce -3.6% 352 $45K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $45K
Copeland Capital Management, LLC 0.00% Add +44.7% 343 $44K
Hartford Financial Management Inc. 0.01% No change 342 $44K
Cornerstone Planning Group LLC 0.01% Reduce -1.7% 356 $44K
J.Safra Asset Management Corp 0.00% Add +714.6% 334 $43K
IAG Wealth Partners, LLC 0.01% No change 326 $42K
Bell Investment Advisors, Inc 0.01% Add +7.8% 318 $41K
Fortitude Family Office, LLC 0.03% No change 314 $40K
Mark Sheptoff Financial Planning, LLC 0.02% Add +2307.7% 313 $40K
Valued Wealth Advisors LLC 0.03% Add +11.5% 301 $39K
Kathleen S. Wright Associates Inc. 0.02% No change 302 $39K
Tidemark, LLC 0.02% No change 300 $39K
Citizens National Bank Trust Department 0.01% No change 300 $39K
Frank, Rimerman Advisors LLC 0.01% No change 288 $37K
Piscataqua Savings Bank 0.03% Add +14.4% 286 $37K
Clarity Asset Management, Inc. 0.02% New 274 $35K
Pacific Center for Financial Services 0.01% No change 270 $35K
Redmont Wealth Advisors LLC 0.05% New 268 $34K
Pathway Financial Advisers, LLC 0.01% Add +6.0% 266 $34K
Sachetta, LLC 0.02% No change 325 $34K
Avondale Wealth Management 0.02% No change 260 $33K
PSI Advisors, LLC 0.01% Reduce -17.6% 253 $32K
Evermay Wealth Management LLC 0.00% No change 250 $32K
CNB Bank 0.02% No change 250 $32K
Fernwood Investment Management, LLC 0.01% New 250 $32K
Bruce G. Allen Investments, LLC 0.03% Reduce -28.9% 249 $32K
Hall Laurie J Trustee 0.01% No change 242 $31K
Vermillion & White Wealth Management Group, LLC 0.02% No change 236 $30K
Front Row Advisors LLC 0.01% New 229 $29K
Valley Wealth Managers, Inc. 0.00% No change 224 $29K
Caldwell Sutter Capital, Inc. 0.01% No change 222 $29K
Aspire Private Capital, LLC 0.01% Add +12.3% 219 $28K
TD Capital Management LLC 0.00% No change 206 $27K
Dixon Mitchell Investment Counsel Inc. 0.00% New 200 $26K
Orion Capital Management LLC 0.01% New 200 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 200 $26K
Albion Financial Group 0.00% No change 199 $26K
First PREMIER Bank 0.01% New 194 $25K
Pingora Partners LLC 0.02% New 190 $24K
Core Wealth Advisors, Inc. 0.01% No change 182 $23K
Westend Capital Management, LLC 0.01% — 180 $23K
Capital Analysts, LLC 0.00% Add +359.0% 179 $23K
Macquarie Group Ltd. 0.00% Add +1.7% 181 $23K
EntryPoint Capital, LLC 0.02% New 179 $23K
Oakworth Capital, Inc. 0.00% No change 178 $23K
Accent Capital Management, LLC 0.02% No change 174 $23K
Kiely Wealth Advisory Group, Inc. 0.01% No change 174 $22K
Tacita Capital Inc 0.02% Reduce -28.4% 169 $22K
Beaird Harris Wealth Management, LLC 0.00% No change 161 $21K
Dunhill Financial, LLC 0.02% Add +14.5% 158 $20K
Chesapeake Asset Management LLC 0.02% No change 156 $20K
FIL Ltd 0.00% Add +18.4% 148 $19K
Grayhawk Investment Strategies Inc. 0.02% New 144 $18K
Laffer Tengler Investments, Inc. 0.01% New 141 $18K
JDM Financial Group LLC 0.01% No change 95 $18K
Brown Shipley& Co Ltd 0.01% New 158 $17K
Blume Capital Management, Inc. 0.00% Reduce -32.5% 135 $17K
REAP Financial Group, LLC 0.00% No change 132 $17K
Ulland Investment Advisors, LLC 0.01% New 132 $17K
GoalVest Advisory LLC 0.01% New 127 $16K
CarsonAllaria Wealth Management, Ltd. 0.01% New 122 $16K
Richard W. Paul & Associates, LLC 0.01% No change 120 $15K
Global Wealth Strategies & Associates 0.01% No change 120 $15K
True Wealth Design, LLC 0.00% Add +65.7% 116 $15K
Newton One Investments LLC 0.01% New 115 $15K
M&R Capital Management Inc. 0.00% Reduce -89.0% 114 $15K
First United Bank & Trust 0.01% No change 105 $13K
Archer Investment Corp 0.00% Reduce -14.4% 101 $13K
Gold Investment Management Ltd. 0.01% No change 100 $13K
ADAR1 Capital Management, LLC 0.00% Reduce -98.4% 100 $13K
SOA Wealth Advisors, LLC. 0.00% New 100 $13K
Center for Financial Planning, Inc. 0.00% No change 100 $13K
Halpern Financial, Inc. 0.00% No change 100 $13K
Eagle Bay Advisors LLC 0.01% Reduce -12.5% 98 $13K
Cedar Wealth Management, LLC 0.00% New 98 $13K
Raleigh Capital Management Inc. 0.01% No change 91 $12K
LRI Investments, LLC 0.00% — 84 $11K
Western Pacific Wealth Management, LP 0.01% No change 80 $10K
Legacy Bridge, LLC 0.01% New 80 $10K
Sound Income Strategies, LLC 0.00% Add +50.0% 78 $10K
West Branch Capital LLC 0.00% No change 78 $10K
Hanson & Doremus Investment Management 0.00% Add +1166.7% 76 $10K
Institutional & Family Asset Management, LLC 0.00% Add +80.0% 72 $9K
Horrell Capital Management, Inc. 0.00% New 70 $9K
Iron Horse Wealth Management, LLC 0.00% No change 70 $9K
Hoey Investments, Inc. 0.00% No change 68 $9K
DecisionPoint Financial, LLC 0.00% No change 66 $8K
CGC Financial Services, LLC 0.00% Add +8.3% 65 $8K
Knuff & Co LLC 0.00% New 65 $8K
Abound Wealth Management 0.00% Reduce -4.7% 61 $8K
Macroview Investment Management LLC 0.01% No change 60 $8K
Kelly Financial Services LLC 0.00% Add +1100.0% 60 $8K
Gilliland Jeter Wealth Management LLC 0.00% New 60 $8K
Carolinas Wealth Consulting LLC 0.00% Add +3.6% 58 $8K
Delta Asset Management LLC 0.00% New 50 $6K
Activest Wealth Management 0.00% New 42 $5K
FPC Investment Advisory, Inc. 0.01% — 42 $5K
ClariVest Asset Management LLC 0.00% No change 41 $5K
Pacific Capital Wealth Advisors, Inc. 0.00% New 40 $5K
Smithfield Trust Co 0.00% New 30 $5K
St. Johns Investment Management Company, LLC 0.00% New 38 $5K
Country Trust Bank 0.00% No change 38 $5K
Main Street Group, LTD 0.00% No change 37 $5K
CKW Financial Group 0.00% New 30 $4K
Trivant Custom Portfolio Group, LLC 0.00% No change 27 $3K
HighMark Wealth Management LLC 0.00% New 27 $3K
Baillie Gifford & Co. 0.00% New 26 $3K
Naples Money Management LLC 0.00% No change 25 $3K
Financial Synergies Wealth Advisors, Inc. 0.00% New 24 $3K
First Command Advisory Services, Inc. 0.00% New 24 $3K
Arrow Financial Corp 0.00% New 20 $3K
MV Capital Management, Inc. 0.00% No change 20 $3K
West Oak Capital, LLC 0.00% New 12 $2K
Caitlin John, LLC 0.00% Reduce -92.6% 14 $2K
Toth Financial Advisory Corp. 0.00% New 11 $1K
Goodman Advisory Group, LLC 0.00% New 11 $1K
Semmax Financial Advisors Inc. 0.00% Reduce -65.5% 10 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 10 $1K
Elevation Wealth Partners, LLC 0.00% No change 10 $1K
Berkshire Capital Holdings Inc. 0.00% New 10 $1K
Horizon Financial Services, LLC 0.00% New 8 $1K
PFS Partners, LLC 0.00% No change 4 $514

"% of holder's portfolio" is NVO's weight in each manager's 13F, not the share of Novo-Nordisk A/S-Spons ADR the manager owns.