Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q3 2024 (September 30)
1,786holders −79
119new positions
206sold out
12famous investors
$118.96avg. 13F price*

At the end of Q3 2024, 1,786 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, down 79 from Q2 2024. 119 opened new positions and 206 sold out. The largest holders were Jennison Associates LLC ($2.4B), FMR LLC ($2.1B) and Morgan Stanley ($1.7B). 12 famous investors held it, including Tom Gayner (2.3% of Markel Group's portfolio), Jim Simons / Peter Brown (1.5% of Renaissance Technologies's portfolio) and Ken Fisher (0.6% of Fisher Asset Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions119$434.3M
Exits206$582.4M

All 13F filers, Q2 2024 → Q3 2024: 17,996,645 shares bought and 20,415,761 shares sold, net −2,419,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,786 holders

Jennison Associates LLC 1.49% Reduce -4.8% 20,195,957 $2.4B
FMR LLC 0.13% Reduce -8.0% 17,931,577 $2.1B
Morgan Stanley 0.12% Reduce -1.7% 14,365,402 $1.7B
Bank of America Corp. 0.15% Add +1.0% 14,326,429 $1.7B
Fisher Asset Management 0.65% Reduce -0.5% 13,305,474 $1.6B
Fayez Sarofim & Co 3.70% Reduce -2.7% 12,217,118 $1.5B
T. Rowe Price Associates Inc. 0.13% Add +0.8% 9,583,435 $1.1B
Folketrygdfondet 20.72% Add +0.3% 8,863,625 $1.1B
Loomis Sayles & Co. L P 1.35% Reduce -3.1% 8,623,915 $1.0B
Renaissance Technologies 1.47% Reduce -10.7% 8,189,315 $975.1M
GQG Partners LLC 1.39% Add +76.5% 7,438,073 $885.7M
Capital International Investors 0.16% Reduce -0.0% 6,959,014 $835.5M
Polen Capital Management LLC 2.11% Reduce -8.0% 6,854,659 $816.2M
Everett Harris & Co. 9.53% Reduce -0.7% 6,438,614 $766.6M
State Street Corp. 0.03% Reduce -2.2% 6,227,361 $741.5M
State Farm Mutual Automobile Insurance Co. 0.63% No change 6,142,778 $731.4M
Royal Bank of Canada 0.16% Add +1.7% 6,004,120 $714.9M
BlackRock, Inc. 0.01% — 5,514,164 $656.6M
JPMorgan Chase & Co. 0.05% Add +9.6% 5,409,228 $644.1M
Goldman Sachs Group Inc. 0.10% Add +4.4% 4,509,803 $537.0M
Capital World Investors 0.08% Reduce -0.2% 4,454,016 $530.7M
Sustainable Growth Advisers, LP 2.18% Add +28.5% 4,319,305 $514.3M
Envestnet Asset Management Inc. 0.16% Add +0.6% 4,278,660 $509.5M
Wells Fargo & Company 0.12% Reduce -0.4% 4,068,854 $484.5M
WCM Investment Management, LLC 1.09% Reduce -1.1% 3,990,649 $481.9M
Northern Trust Corp. 0.07% Add +1.3% 3,698,076 $440.3M
Nuveen Asset Management, LLC 0.12% Add +2.5% 3,605,238 $429.3M
Raymond James & Associates 0.26% Add +0.6% 3,526,821 $419.9M
Natixis Advisors, LLC 0.71% Add +2.7% 3,074,876 $366.1M
Clearbridge Investments, LLC 0.25% Add +25.2% 2,680,768 $319.2M
Amundi 0.11% Add +12.0% 2,618,889 $307.0M
Magellan Asset Management Ltd 2.86% Add +26.7% 2,411,828 $287.2M
Markel Group 2.30% No change 2,150,000 $256.0M
Saturna Capital Corp. 3.32% Reduce -0.2% 2,132,038 $253.9M
Stifel Financial Corp. 0.22% Reduce -0.8% 1,757,290 $209.2M
DSM Capital Partners LLC 3.13% Add +7.9% 1,720,500 $204.9M
Dimensional Fund Advisors LP 0.05% Add +1.5% 1,643,404 $195.7M
American Century Companies Inc. 0.10% Add +2.9% 1,467,963 $174.8M
Corient Private Wealth LP 0.26% Add +0.6% 1,397,574 $166.4M
LPL Financial LLC 0.07% Add +3.6% 1,362,782 $162.3M
Citigroup Inc. 0.15% Add +2.2% 1,359,154 $161.8M
Lazard Asset Management LLC 0.22% Add +13.7% 1,313,423 $156.4M
Tiger Global Management 0.64% No change 1,269,000 $151.1M
Ameriprise Financial Inc. 0.04% Add +9.7% 1,204,488 $143.2M
Bank of Montreal 0.06% Reduce -6.6% 1,121,092 $135.4M
TD Asset Management Inc 0.11% Reduce -3.9% 1,020,397 $123.2M
UBS Group AG 0.03% Add +4.8% 957,724 $114.0M
D. E. Shaw & Co. 0.15% Add +1839.2% 905,585 $107.8M
Janus Henderson Group PLC 0.05% Reduce -0.1% 892,427 $106.3M
Susquehanna International Group, LLP 0.18% Add +155.1% 889,702 $105.9M
Franklin Resources Inc. 0.03% Reduce -0.5% 875,842 $104.9M
Baird Financial Group, Inc. 0.20% Add +3.8% 862,594 $102.7M
Mediolanum International Funds Ltd 1.37% New 828,479 $98.8M
Alyeska Investment Group, L.P. 0.50% Add +218.3% 817,885 $97.4M
Bank of New York Mellon Corp 0.02% Add +0.6% 813,421 $96.9M
Adage Capital Partners Gp, L.L.C. 0.17% Add +4.6% 794,125 $94.6M
Cerity Partners LLC 0.21% Add +29.9% 790,636 $94.1M
Ensign Peak Advisors, Inc 0.16% Reduce -0.2% 783,737 $93.3M
Thornburg Investment Management Inc. 1.18% Add +2.5% 759,191 $90.4M
Artia Global Partners LP 24.98% Add +7.2% 741,743 $88.3M
Sofinnova Investments, Inc. 7.16% Add +11.8% 726,329 $86.5M
Millennium Management 0.08% Reduce -67.2% 709,464 $84.5M
Saratoga Research & Investment Management 3.69% Reduce -5.4% 708,519 $84.4M
Qube Research & Technologies Ltd 0.14% Reduce -8.9% 662,243 $78.9M
Sei Investments Co. 0.10% Reduce -7.9% 661,752 $78.8M
Sapient Capital LLC 1.53% Add +0.7% 640,279 $76.2M
Cibc World Market Inc. 0.17% Add +24.1% 619,774 $73.8M
Voloridge Investment Management, LLC 0.27% New 618,206 $73.6M
DAVENPORT & Co LLC 0.42% Reduce -0.4% 601,071 $71.8M
Truist Financial Corp. 0.11% Reduce -6.0% 575,795 $68.6M
Armistice Capital, LLC 1.76% Add +3.9% 565,000 $67.3M
PNC Financial Services Group, Inc. 0.04% Reduce -0.7% 561,538 $66.9M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -7.3% 555,642 $66.2M
Balyasny Asset Management L.P. 0.16% Add +36.9% 525,291 $62.5M
Clark Capital Management Group, Inc. 0.42% Reduce -19.4% 521,318 $62.1M
Invesco Ltd. 0.01% Reduce -36.6% 520,452 $62.0M
Focus Partners Wealth 0.19% Reduce -40.3% 501,946 $59.8M
Nichols & Pratt Advisers LLP 3.75% Reduce -1.6% 488,210 $58.1M
Capital Fund Management S.A. 0.64% Add +15.5% 486,400 $57.9M
Rockefeller Capital Management L.P. 0.16% Reduce -12.8% 484,586 $57.7M
Mirae Asset Global Investments Co., Ltd. 0.25% Add +71.9% 475,490 $57.4M
HighTower Advisors, LLC 0.08% Reduce -6.0% 479,773 $57.1M
Van Eck Associates Corp. 0.07% Add +15.1% 492,467 $57.0M
Main Street Research LLC 3.46% Add +0.2% 462,068 $55.0M
1832 Asset Management L.P. 0.09% Reduce -72.2% 450,186 $53.6M
Assetmark, Inc. 0.15% Add +5.1% 441,882 $52.6M
Barclays PLC 0.02% Add +73.1% 441,619 $52.6M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -2.3% 438,233 $52.2M
Moran Wealth Management, LLC 1.57% Reduce -1.2% 429,635 $51.2M
Commonwealth Equity Services, LLC 0.08% Reduce -15.2% 429,333 $51.1M
Vantage Investment Partners, LLC 4.29% Reduce -19.8% 428,797 $51.1M
Allspring Global Investments Holdings, LLC 0.08% Add +30.5% 427,785 $50.9M
United Capital Financial Advisors, LLC 0.41% Reduce -5.2% 420,877 $50.1M
Citadel Advisors 0.05% Reduce -52.9% 411,641 $49.0M
Oppenheimer Asset Management Inc. 0.56% Add +1.0% 393,234 $46.8M
M&T Bank Corp 0.15% Reduce -0.6% 390,349 $46.5M
Townsquare Capital LLC 0.54% Reduce -2.9% 378,773 $45.1M
Modera Wealth Management, LLC 0.56% Reduce -2.2% 368,775 $43.9M
US Bancorp \de 0.06% Add +0.1% 366,835 $43.7M
Russell Investments Group, Ltd. 0.06% Reduce -4.3% 359,139 $42.8M
Wellington Management Group LLP 0.01% New 352,878 $42.0M
Mariner, LLC 0.07% Add +1.0% 346,679 $41.3M
Magnetar Financial LLC 1.03% Add +225.3% 333,367 $39.7M
Coatue Management 0.14% Add +892.1% 326,363 $38.9M
NewEdge Advisors, LLC 0.25% Add +1.1% 322,155 $38.4M
Capital Group Private Client Services, Inc. 0.36% Reduce -1.5% 319,636 $38.1M
Segall Bryant & Hamill, LLC 0.52% Add +41.8% 318,540 $37.9M
Penbrook Management LLC 24.19% Reduce -0.0% 312,500 $37.2M
Osaic Holdings, Inc. 0.08% Reduce -18.4% 306,578 $36.5M
Traynor Capital Management, Inc. 2.96% Add +3.4% 305,404 $36.4M
Beacon Investment Advisory Services, Inc. 1.49% Reduce -1.6% 301,592 $35.9M
BNP Paribas Financial Markets 0.03% Add +232.9% 297,983 $35.5M
Glenmede Trust Co. NA 0.17% Reduce -1.7% 295,430 $35.2M
Walleye Trading LLC 0.85% Reduce -19.7% 295,359 $35.2M
Creative Planning 0.03% Add +4.7% 294,799 $35.1M
O'shaughnessy Asset Management, LLC 0.31% Add +16.0% 292,949 $35.1M
Martin Investment Management, LLC 8.52% Add +1.8% 292,419 $34.8M
Pathstone Holdings, LLC 0.15% Add +0.3% 290,229 $34.6M
Wealth Enhancement Advisory Services, LLC 0.07% Add +14.8% 289,438 $34.5M
Jia Investment Alliance Pte. LTD. 3.49% No change 287,600 $34.2M
Cetera Investment Advisers 0.07% Reduce -1.2% 287,328 $34.2M
Neuberger Berman Group LLC 0.03% Add +13.0% 283,479 $33.8M
Dillon & Associates Inc. 4.75% Add +0.5% 283,417 $33.7M
Cutter & CO Brokerage, Inc. 7.59% Reduce -0.8% 281,795 $33.6M
Scotia Capital Inc. 0.18% Add +12.7% 279,958 $33.3M
National Bank of Canada 0.04% Add +6.8% 279,028 $33.2M
Orion Porfolio Solutions, LLC 0.32% Reduce -1.6% 269,665 $32.1M
Orion Portfolio Solutions, LLC 0.32% Reduce -1.6% 269,665 $32.1M
MML Investors Services, LLC 0.12% Add +3.6% 269,247 $32.1M
Janney Montgomery Scott LLC 0.09% Reduce -1.5% 264,567 $31.5M
Parkwood LLC 3.83% Add +11.8% 263,980 $31.4M
Sanctuary Advisors, LLC 0.20% Add +0.4% 292,889 $30.8M
MayTech Global Investments, LLC 4.00% Add +14.1% 254,552 $30.3M
Walleye Capital LLC 0.35% Add +37.9% 251,926 $30.0M
QRG Capital Management, Inc. 0.32% Add +2.8% 249,804 $29.7M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -10.1% 245,968 $29.3M
Trillium Asset Management, LLC 0.69% Reduce -0.4% 236,397 $28.1M
Aberdeen Group plc 0.05% Reduce -3.7% 232,385 $27.7M
Calamos Advisors LLC 0.18% Reduce -27.5% 220,619 $26.3M
Cim, LLC 3.78% Add +0.0% 220,416 $26.2M
Mercer Global Advisors Inc. 0.06% Add +8.0% 221,029 $26.1M
Carnegie Investment Counsel 0.75% Reduce -0.5% 213,494 $25.4M
JLB & Associates Inc. 3.27% Reduce -3.3% 213,149 $25.4M
Guardian Capital LP 0.91% Reduce -0.4% 209,066 $24.9M
Dividend Assets Capital, LLC 4.74% Add +1.2% 208,220 $24.8M
Twin Tree Management, LP 0.57% Add +14.5% 204,957 $24.4M
Alta Capital Management LLC/ 1.45% Add +86.4% 204,831 $24.4M
Charles Schwab Investment Management Inc. 0.00% Add +16.5% 204,583 $24.4M
Meritage Portfolio Management 1.49% Reduce -1.1% 203,793 $24.3M
Quantinno Capital Management LP 0.31% Add +9.2% 201,981 $24.0M
Palisade Capital Management, LP 0.72% Add +0.0% 201,342 $24.0M
TD Waterhouse Canada Inc. 0.19% Add +7.7% 202,698 $23.9M
Mogy Joel R Investment Counsel Inc. 1.46% Add +5.1% 200,500 $23.9M
Prio Wealth Limited Partnership 0.69% Reduce -1.4% 199,113 $23.7M
Fiduciary Trust Co 0.33% Reduce -1.3% 198,679 $23.7M
Federated Hermes, Inc. 0.05% Reduce -5.5% 198,213 $23.6M
Clifford Swan Investment Counsel LLC 0.82% Reduce -0.7% 193,763 $23.1M
Pictet Asset Management Holding SA 0.03% Add +0.4% 192,948 $23.0M
South Street Advisors LLC 3.37% Reduce -19.4% 186,531 $22.2M
Atria Investments, Inc 0.27% Reduce -1.8% 185,087 $22.0M
Hantz Financial Services, Inc. 0.39% Reduce -1.2% 182,775 $21.8M
Steward Partners Investment Advisory, LLC 0.20% Reduce -4.2% 181,470 $21.6M
Marshall Wace, LLP 0.03% Reduce -73.8% 181,303 $21.6M
Ethic Inc. 0.54% Reduce -7.5% 167,817 $21.5M
F/m Investments LLC 0.68% Reduce -0.4% 180,721 $21.5M
Hutchinson Capital Management 3.95% Reduce -0.5% 175,088 $20.8M
Lido Advisors, LLC 0.16% Add +13.9% 172,749 $20.6M
Trexquant Investment LP 0.26% Add +2719.8% 169,979 $20.2M
Walter Public Investments Inc. 3.49% Reduce -7.8% 168,145 $20.0M
Atwater Malick LLC 6.39% Reduce -1.0% 166,832 $19.9M
Marietta Investment Partners LLC 4.18% Reduce -0.7% 165,293 $19.7M
Beese Fulmer Investment Management, Inc. 1.67% Reduce -0.1% 163,608 $19.5M
Performance Wealth Partners, LLC 0.65% Add +5.6% 159,137 $18.9M
Destination Wealth Management 0.59% Add +5.8% 158,898 $18.9M
Stephens Inc. 0.27% Add +31.0% 158,881 $18.9M
McGowan Group Asset Management, Inc. 2.53% Reduce -30.6% 158,507 $18.9M
Kornitzer Capital Management Inc. 0.34% Add +0.0% 156,211 $18.6M
Captrust Financial Advisors 0.05% Reduce -3.5% 155,212 $18.5M
Acadian Asset Management LLC 0.06% Reduce -57.2% 149,660 $17.8M
Deutsche Bank AG 0.01% Reduce -1.6% 149,418 $17.8M
DE Burlo Group Inc. 2.18% Reduce -13.8% 148,730 $17.7M
Segment Wealth Management, LLC 1.21% Reduce -0.6% 147,877 $17.6M
Oppenheimer & Co. Inc. 0.27% Reduce -10.3% 147,376 $17.5M
Tri Ri Asset Management Corp 8.75% — 145,095 $17.3M
Northstar Asset Management Inc. 4.23% Reduce -2.8% 144,608 $17.2M
Hardman Johnston Global Advisors LLC 0.67% Reduce -3.1% 144,198 $17.2M
Cresset Asset Management, LLC 0.07% Reduce -0.1% 142,610 $17.0M
Birch Capital Management, LLC 8.15% Reduce -0.8% 140,133 $16.7M
FIL Ltd 0.01% Add +61252.9% 138,044 $16.4M
Foundations Investment Advisors, LLC 0.34% Add +10.5% 136,565 $16.3M
Two Sigma Advisers, LP 0.04% Reduce -14.2% 136,400 $16.2M
Rock Springs Capital Management LP 0.51% Reduce -10.5% 132,000 $15.7M
Hikari Power Ltd 1.29% No change 130,300 $15.5M
HSBC Holdings PLC 0.01% Add +138.7% 130,789 $15.5M
Thrivent Financial for Lutherans 0.03% Reduce -83.6% 129,600 $15.4M
Guardian Capital Advisors LP 1.51% Add +0.5% 130,352 $15.4M
Meridian Wealth Management, LLC 0.74% New 126,886 $15.1M
Kestra Advisory Services, LLC 0.08% Reduce -13.7% 125,229 $14.9M
Silvercrest Asset Management Group LLC 0.10% Add +4.4% 124,117 $14.8M
Vanguard Personalized Indexing Management, LLC 0.24% Add +7.8% 123,474 $14.7M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -0.1% 122,452 $14.6M
Artisan Partners Limited Partnership 0.02% Reduce -84.7% 122,398 $14.6M
Headinvest, LLC 2.64% Reduce -3.9% 119,747 $14.3M
Hudson Bay Capital Management LP 0.11% Add +38.6% 119,226 $14.2M
Ritholtz Wealth Management 0.43% Add +8.2% 118,485 $14.1M
Navellier & Associates Inc. 1.91% Reduce -5.8% 118,465 $14.1M
Cabot Wealth Management Inc. 1.76% Reduce -0.6% 118,347 $14.1M
Bar Harbor Wealth Management 0.89% Reduce -45.3% 116,668 $13.9M
ExodusPoint Capital Management, LP 0.14% New 115,785 $13.8M
Cullen/Frost Bankers, Inc. 0.19% Add +0.3% 115,385 $13.7M
Obermeyer Wealth Partners 0.73% Add +5.7% 114,884 $13.7M
Borer Denton & Associates, Inc. 4.65% Reduce -0.7% 114,472 $13.6M
Advisory Services Network, LLC 0.28% No change 95,086 $13.6M
Motley Fool Wealth Management, LLC 0.67% Reduce -9.2% 112,434 $13.4M
Brown Advisory Inc. 0.02% Reduce -2.6% 111,954 $13.3M
Shikiar Asset Management Inc. 3.83% Reduce -13.1% 111,244 $13.2M
Snowden Capital Advisors LLC 0.40% Add +10.2% 110,318 $13.1M
Ghost Tree Capital, LLC 4.47% New 110,000 $13.1M
Eagle Global Advisors LLC 0.65% Reduce -0.7% 109,813 $13.1M
Gunderson Capital Management LLC 5.43% Reduce -0.1% 107,678 $12.8M
AXA S.A. 0.04% New 107,155 $12.8M
Lynch Asset Management, Inc. 5.32% Add +1.4% 106,300 $12.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Reduce -1.2% 105,941 $12.6M
Gerber Kawasaki Wealth & Investment Management 0.57% Add +7.3% 104,084 $12.4M
W1M Asset Management Ltd 0.97% Add +11.0% 103,151 $12.3M
Parallax Volatility Advisers, L.P. 0.36% Add +166.2% 101,610 $12.1M
Laird Norton Wetherby Wealth Management, LLC 0.55% Reduce -2.7% 101,581 $12.1M
Jane Street Group, LLC 0.02% Reduce -66.4% 101,315 $12.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -23.2% 101,261 $12.1M
Nemes Rush Group LLC 1.74% Reduce -6.9% 93,363 $12.0M
Raymond James Trust N.A. 0.26% Reduce -0.8% 100,341 $11.9M
Rhenman & Partners Asset Management AB 0.97% New 100,000 $11.9M
Senator Investment Group LP 0.57% Reduce -31.0% 100,000 $11.9M
Harbour Trust & Investment Management Co 1.35% Add +4.7% 99,797 $11.9M
Altrafin AG 4.26% Add +75.3% 99,295 $11.8M
Unisphere Establishment 0.11% No change 97,500 $11.6M
Sit Investment Associates Inc. 0.26% Reduce -5.2% 97,048 $11.6M
Advisors Asset Management, Inc. 0.21% Add +16.4% 96,736 $11.5M
Private Advisory Group LLC 1.45% Add +230.9% 96,424 $11.5M
Cwm, LLC 0.05% Reduce -1.9% 95,604 $11.4M
Park Avenue Securities LLC 0.13% Reduce -13.7% 95,554 $11.4M
Euro Pacific Asset Management, LLC 2.05% Reduce -2.2% 94,210 $11.1M
Private Advisor Group, LLC 0.07% Reduce -1.1% 93,063 $11.1M
Tocqueville Asset Management L.P. 0.17% Reduce -2.2% 92,276 $11.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +6.3% 92,160 $11.0M
Level Four Advisory Services, LLC 0.46% Add +42.7% 97,769 $10.9M
Eldred Rock Partners, LLC 3.63% Add +118.7% 91,174 $10.9M
Rothschild Investment LLC 0.71% Add +8.5% 90,968 $10.8M
Sivik Global Healthcare LLC 4.57% No change 90,000 $10.7M
Eastern Bank 0.19% New 89,930 $10.7M
Transform Wealth, LLC 0.70% Add +2.7% 89,303 $10.6M
Avantax Advisory Services, Inc. 0.07% Reduce -8.6% 89,292 $10.6M
Smithbridge Asset Management Inc. 1.83% Reduce -3.5% 89,120 $10.6M
Bard Financial Services, Inc. 1.25% Reduce -8.5% 88,890 $10.6M
Hodges Capital Management Inc. 0.67% Reduce -9.6% 88,226 $10.5M
Group One Trading LLC 0.41% Reduce -1.8% 87,363 $10.4M
Wedbush Securities Inc. 0.39% Reduce -13.5% 87,245 $10.4M
Bfsg, LLC 1.20% Add +97.1% 86,617 $10.3M
Prospera Financial Services Inc 0.26% Add +13.9% 86,470 $10.3M
DRW Securities, LLC 0.57% Add +852.3% 86,444 $10.3M
Lester Murray Antman dba SimplyRich 2.86% Reduce -0.4% 86,194 $10.3M
Equitable Trust Co. 0.65% Reduce -1.3% 84,970 $10.1M
Harbour Investment Management LLC 4.46% Reduce -4.8% 84,551 $10.1M
RKL Wealth Management LLC 0.91% Add +0.5% 84,470 $10.1M
Wesbanco Bank Inc. 0.34% Add +35.3% 83,892 $10.0M
Voya Investment Management LLC 0.01% Reduce -48.9% 80,941 $9.6M
St Germain D J Co. Inc. 0.44% Reduce -2.4% 80,857 $9.6M
Blair William & Co. 0.03% Reduce -0.9% 79,693 $9.5M
Massachusetts Financial Services Co. 0.00% Add +2.8% 79,660 $9.5M
Bleakley Financial Group, LLC 0.29% Reduce -34.6% 79,179 $9.4M
New York State Common Retirement Fund 0.01% Reduce -0.6% 78,668 $9.4M
Signaturefd, LLC 0.18% Add +0.4% 78,647 $9.4M
Sphera Funds Management LTD. 1.52% No change 78,080 $9.3M
Bessemer Group Inc. 0.02% Add +4.8% 76,931 $9.2M
Wendell David Associates Inc. 0.87% Reduce -0.7% 76,622 $9.1M
Equitable Holdings, Inc. 0.09% Add +20.8% 76,119 $9.1M
EP Wealth Advisors, LLC 0.08% Add +14.8% 75,566 $9.0M
NorthCoast Asset Management LLC 0.06% Add +106.9% 82,054 $9.0M
Heirloom Wealth Management 2.77% Add +1.8% 74,610 $8.9M
Mirabaud Asset Management Ltd 3.65% New 74,154 $8.8M
AMJ Financial Wealth Management 2.54% Add +1.2% 74,014 $8.8M
Whittier Trust Co. of Nevada Inc. 0.23% Reduce -2.4% 73,864 $8.8M
JARISLOWSKY, FRASER Ltd 0.05% Reduce -9.7% 73,497 $8.8M
First Trust Direct Indexing L.P. 0.47% Add +1.7% 72,828 $8.7M
Van Hulzen Asset Management, LLC 0.62% Add +0.0% 71,901 $8.6M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -3.0% 71,745 $8.5M
Independent Advisor Alliance 0.31% Add +2.0% 71,534 $8.5M
Schonfeld Strategic Advisors LLC 0.07% New 70,925 $8.4M
Barlow Wealth Partners, LLC 1.10% New 71,657 $8.4M
Shorepoint Capital Partners LLC 1.92% Reduce -0.9% 70,791 $8.4M
Ipswich Investment Management Co., Inc. 1.95% Reduce -0.8% 70,547 $8.4M
Nilsine Partners, LLC 1.06% Reduce -0.5% 68,973 $8.2M
Banco Santander, S.A. 0.10% Reduce -2.0% 68,871 $8.2M
CIBC Asset Management Inc 0.03% Add +3.7% 69,558 $8.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +13.9% 450,803 $8.0M
Tri Locum Partners LP 1.92% Add +5.4% 67,257 $8.0M
Wisconsin Capital Management LLC 4.19% Add +0.3% 67,029 $8.0M
Pinnacle Financial Partners Inc 0.16% Add +7.0% 66,773 $8.0M
Employees Retirement System of Texas 0.08% Add +15.5% 66,404 $7.9M
IMC-Chicago, LLC 0.23% New 66,400 $7.9M
Boothbay Fund Management, LLC 0.26% Add +72.7% 66,272 $7.9M
PEAK6 Investments LLC 0.39% New 66,149 $7.9M
EagleClaw Capital Managment, LLC 1.31% Add +4.1% 65,850 $7.8M
Keybank National Association 0.03% Add +11.0% 65,490 $7.8M
Greenfield Seitz Capital Management, LLC 2.85% Reduce -2.5% 65,262 $7.8M
Forte Capital LLC 0.88% Add +492.4% 65,001 $7.7M
Alpha Cubed Investments, LLC 0.34% Reduce -16.2% 64,570 $7.7M
Compagnie Lombard Odier SCmA 0.12% Add +1.3% 64,545 $7.7M
Prime Capital Investment Advisors, LLC 0.11% Reduce -12.9% 64,191 $7.6M
Exchange Traded Concepts, LLC 0.18% Add +40.3% 63,962 $7.6M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -59.0% 63,912 $7.6M
Westpac Banking Corp. 0.51% New 63,678 $7.6M
Procyon Advisors, LLC 0.52% Add +6.7% 63,649 $7.6M
LMR Partners LLP 0.21% Add +9.3% 63,533 $7.6M
Rhumbline Advisers 0.01% Add +3.7% 63,239 $7.5M
McKinley Carter Wealth Services, Inc. 0.45% Reduce -1.5% 62,627 $7.5M
Naviter Wealth, LLC 1.04% Add +1.1% 62,589 $7.5M
Stansberry Asset Management, LLC 0.99% Add +5.3% 62,423 $7.4M
Dorsey Wright & Associates 1.75% Add +13.8% 62,128 $7.4M
HUB Investment Partners, LLC 0.32% Add +11.2% 61,821 $7.4M
Prudential Financial Inc. 0.01% Reduce -2.8% 61,459 $7.3M
First Trust Advisors LP 0.01% Reduce -84.4% 61,292 $7.3M
Caprock Group, LLC 0.27% New 61,252 $7.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -26.3% 61,196 $7.3M
Rwa Wealth Partners, LLC 0.09% Reduce -27.0% 61,036 $7.3M
Harmony Asset Management LLC 2.66% No change 60,827 $7.2M
Bradley Foster & Sargent Inc. 0.12% Reduce -11.5% 59,486 $7.1M
Portside Wealth Group, LLC 1.20% Add +3.9% 59,015 $7.0M
RPG Investment Advisory, LLC 0.99% New 58,386 $7.0M
McCarter Private Wealth Services LLC 4.36% — 57,961 $6.9M
Round Hill Asset Management 4.56% No change 57,899 $6.9M
Edge Capital Group, LLC 0.31% Reduce -2.6% 57,830 $6.9M
CIBC Private Wealth Group LLC 0.01% Reduce -3.4% 57,612 $6.9M
Channel Wealth LLC 2.25% Add +15.6% 57,353 $6.8M
Pittenger & Anderson Inc. 0.25% Reduce -14.7% 57,162 $6.8M
NWK Group, Inc. 2.75% Reduce -1.1% 56,838 $6.8M
Hayek Kallen Investment Management 2.39% Reduce -2.3% 56,560 $6.7M
Wilson & Boucher Capital Management, LLC 4.62% Add +0.3% 56,343 $6.7M
Capital Research Global Investors 0.00% Add +9.3% 54,886 $6.6M
Pictet North America Advisors SA 0.65% Add +0.1% 55,302 $6.6M
Baldwin Wealth Partners LLC 0.45% Add +13.3% 55,255 $6.6M
CPC Advisors, LLC 0.98% Add +1.9% 55,134 $6.6M
Geneva Partners, LLC 2.84% Reduce -9.4% 55,007 $6.5M
Synovus Financial Corp. 0.08% Add +5.2% 54,697 $6.5M
Aperture Investors, LLC 0.82% No change 54,460 $6.5M
Eukles Asset Management 2.56% Reduce -0.7% 53,584 $6.4M
William Blair Investment Management, LLC 0.02% Reduce -0.0% 52,935 $6.3M
Yousif Capital Management, LLC 0.07% Reduce -4.3% 52,796 $6.3M
Crossmark Global Holdings, Inc. 0.11% Add +31.3% 52,596 $6.3M
Stratos Investment Management, LLC 0.43% Add +1.8% 52,169 $6.2M
Henry James International Management Inc. 2.16% Reduce -6.5% 52,156 $6.2M
Fairfield Financial Advisors, LTD 2.12% Add +7.4% 52,068 $6.2M
Means Investment Co., Inc. 0.69% Add +5.9% 51,977 $6.2M
Americana Partners, LLC 0.42% Add +5.2% 51,931 $6.2M
Ingalls & Snyder LLC 0.24% Add +2.0% 51,685 $6.2M
Parallel Advisors, LLC 0.14% Add +0.2% 51,387 $6.1M
Verition Fund Management LLC 0.05% Add +3310.3% 51,222 $6.1M
D.A. Davidson & Co. 0.05% Add +31.9% 51,212 $6.1M
HWG Holdings LP 2.10% Reduce -60.8% 51,166 $6.1M
Busey Bank 0.20% Add +3.9% 51,054 $6.1M
AQR Capital Management 0.01% Add +197.1% 50,988 $6.1M
Capital International, Inc. 0.08% Add +1.8% 50,934 $6.1M
SouthState Bank Corp 0.42% Reduce -11.9% 50,725 $6.0M
Hussman Strategic Advisors, Inc. 1.47% Add +20.0% 50,400 $6.0M
Boston Common Asset Management, LLC 0.16% Add +8.9% 50,293 $6.0M
Brown, Lisle/Cummings, Inc. 1.82% Add +16.8% 50,195 $6.0M
Roundview Capital LLC 0.43% Add +1.1% 49,342 $5.9M
Princeton Capital Management LLC 1.84% Add +0.4% 49,040 $5.8M
Bremer Bank National Association 1.09% Reduce -4.4% 48,555 $5.8M
Choreo, LLC 0.08% Add +9.2% 48,866 $5.8M
Fifth Third Bancorp 0.02% Reduce -8.6% 48,414 $5.8M
Cardinal Capital Management 0.89% Reduce -0.1% 48,258 $5.7M
NewEdge Wealth, LLC 0.10% Add +16.0% 47,543 $5.7M
Capital Advisors Inc. 0.11% Reduce -24.4% 66,892 $5.6M
&partners 0.11% Add +204.8% 47,526 $5.6M
Arjuna Capital 1.46% Reduce -11.5% 47,267 $5.6M
Comgest Global Investors S.A.S. 0.08% Reduce -1.8% 46,898 $5.6M
Concourse Financial Group Securities, Inc. 0.33% Reduce -1.1% 46,584 $5.5M
Capital Insight Partners, LLC 0.96% Add +4.4% 46,204 $5.5M
Whittier Trust Co. 0.07% Add +2.5% 45,796 $5.5M
Norden Group LLC 0.64% Reduce -11.7% 45,701 $5.4M
Regions Financial Corp. 0.04% Add +12.8% 45,422 $5.4M
Beacon Pointe Advisors, LLC 0.06% Reduce -7.8% 45,360 $5.4M
Jones Financial Companies LLLP 0.01% Add +102.5% 44,582 $5.4M
Crestline Management, L.P. 0.31% New 45,106 $5.4M
Stiles Financial Services Inc 1.89% Add +1.0% 44,962 $5.4M
FORA Capital, LLC 0.62% New 44,590 $5.3M
Boston Family Office LLC 0.36% Add +3.0% 44,524 $5.3M
Riggs Asset Managment Co. Inc. 1.44% Add +0.9% 44,342 $5.3M
Sentinel Trust Co. Lba 0.60% No change 44,172 $5.3M
Norman Fields, Gottscho Capital Management, LLC 1.73% Reduce -1.3% 43,862 $5.2M
First American Trust, FSB 0.51% Reduce -18.4% 43,429 $5.2M
Federation des caisses Desjardins du Quebec 0.03% Add +8.2% 43,260 $5.2M
Frank, Rimerman Advisors LLC 0.36% Add +0.1% 43,058 $5.1M
Vident Advisory, LLC 0.13% Add +19.6% 43,016 $5.1M
Verdence Capital Advisors LLC 0.41% Add +18.9% 42,977 $5.1M
Choate Investment Advisors 0.13% Reduce -1.9% 42,575 $5.1M
Qtron Investments LLC 0.69% Reduce -1.2% 42,515 $5.1M
DGS Capital Management, LLC 1.36% Reduce -0.9% 42,003 $5.0M
Thoroughbred Financial Services, LLC 0.32% Reduce -3.7% 41,801 $5.0M
Principal Securities, Inc. 0.12% Add +1.7% 41,787 $5.0M
UMB Bank, n.a. 0.08% Reduce -1.1% 41,764 $5.0M
Y-Intercept (Hong Kong) Ltd 0.30% New 41,717 $5.0M
NewSquare Capital LLC 0.39% Add +10.5% 41,625 $5.0M
Renaissance Investment Group LLC 1.03% Add +2.3% 41,573 $5.0M
Penobscot Investment Management Company, Inc. 0.44% Add +1.5% 41,419 $4.9M
Zevin Asset Management LLC 0.76% Reduce -3.9% 41,292 $4.9M
Peterson Wealth Services 1.57% Add +3.3% 41,254 $4.9M
Nicollet Investment Management, Inc. 1.70% Add +0.1% 41,253 $4.9M
Azzad Asset Management Inc. 0.55% Add +55.9% 41,107 $4.9M
ICW Investment Advisors LLC 2.02% Reduce -2.0% 40,670 $4.8M
Elevation Point Wealth Partners, LLC 0.46% Reduce -5.0% 40,433 $4.8M
Benedict Financial Advisors Inc. 1.13% Reduce -3.2% 40,065 $4.8M
Atria Wealth Solutions, Inc. 0.05% Reduce -11.3% 40,022 $4.8M
Generate Investment Management Ltd 0.32% Reduce -73.1% 39,962 $4.8M
Souders Financial Advisors 0.66% Add +0.2% 39,759 $4.7M
Victory Capital Management Inc. 0.00% Reduce -50.6% 39,674 $4.7M
Brookmont Capital Management 2.41% Add +2.2% 39,413 $4.7M
Apollon Wealth Management, LLC 0.13% Add +2.4% 38,835 $4.6M
B. Riley Wealth Advisors, Inc. 0.13% Reduce -33.6% 39,482 $4.6M
Icon Wealth Advisors, LLC 0.38% Reduce -4.2% 38,680 $4.6M
Cyrus J. Lawrence, LLC 0.90% Reduce -39.9% 38,452 $4.6M
Quadrant Capital Group LLC 0.32% Add +2.7% 38,199 $4.5M
Valeo Financial Advisors, LLC 0.13% Reduce -1.2% 38,088 $4.5M
Union Heritage Capital, LLC 1.65% No change 37,528 $4.5M
Brown Brothers Harriman & Co. 0.03% Add +4.7% 37,367 $4.4M
Ieq Capital, LLC 0.05% Add +8.4% 37,286 $4.4M
Venturi Wealth Management, LLC 0.23% Add +16.3% 37,232 $4.4M
JCIC Asset Management Inc. 1.78% Add +0.6% 36,542 $4.4M
Concurrent Investment Advisors, LLC 0.13% Add +2.3% 36,431 $4.3M
Summit Global Investments 0.28% Reduce -31.7% 36,284 $4.3M
Kingswood Wealth Advisors, LLC 0.31% Add +26.2% 36,030 $4.3M
Pinpoint Asset Management Ltd 0.92% Add +1.4% 35,866 $4.3M
OneDigital Investment Advisors LLC 0.05% Reduce -4.5% 35,831 $4.3M
Greenleaf Trust 0.04% Reduce -1.1% 35,804 $4.3M
Wambolt & Associates, LLC 1.16% Add +9.0% 35,716 $4.2M
Kestra Private Wealth Services, LLC 0.08% Reduce -12.0% 35,309 $4.2M
Gabelli Funds LLC 0.03% Reduce -25.4% 35,048 $4.2M
River Wealth Advisors LLC 0.56% Add +18.1% 34,988 $4.2M
Great Valley Advisor Group, Inc. 0.10% Reduce -5.3% 34,905 $4.2M
Fortis Capital Management LLC 0.84% Add +5.6% 34,849 $4.1M
Leonteq Securities AG 0.49% Add +127.9% 34,847 $4.1M
Texas Yale Capital Corp. 0.18% Add +1.7% 34,826 $4.1M
Diversify Wealth Management, LLC 0.40% Add +3.4% 35,792 $4.1M
North Star Asset Management Inc. 0.18% Reduce -0.2% 34,523 $4.1M
Clean Yield Group 1.30% Reduce -2.2% 34,386 $4.1M
Sendero Wealth Management, LLC 0.64% Add +18.1% 34,271 $4.1M
Baron Capital (BAMCO) 0.01% Reduce -26.1% 33,995 $4.0M
Virtu Financial LLC 0.22% Add +69.8% 33,929 $4.0M
Dakota Wealth Management 0.09% Reduce -8.0% 33,908 $4.0M
Schechter Investment Advisors, LLC 0.30% Add +0.7% 33,766 $4.0M
Freestone Capital Holdings, LLC 0.14% Reduce -3.0% 33,221 $4.0M
Private Wealth Partners, LLC 0.32% Add +155.1% 33,203 $4.0M
Integrated Wealth Concepts LLC 0.05% Add +1.5% 33,027 $3.9M
Triasima Portfolio Management inc. 0.88% Reduce -47.5% 32,974 $3.9M
Aviso Financial Inc. 0.19% Add +9.7% 32,959 $3.9M
Lowe Brockenbrough & Co. Inc. 0.25% Reduce -1.4% 32,782 $3.9M
Buckingham Capital Management, Inc. 0.44% New 32,535 $3.9M
Commerce Bank 0.02% Add +16.0% 32,534 $3.9M
Alliance Wealth Advisors, LLC 1.00% Add +6.0% 31,912 $3.8M
David J Yvars Group 2.35% Add +2.0% 31,838 $3.8M
Kavar Capital Partners Group, LLC 0.60% Reduce -1.3% 31,753 $3.8M
Central Bank & Trust Co. 0.52% Add +6299.6% 31,678 $3.8M
Sequoia Financial Advisors, LLC 0.04% Reduce -1.0% 31,519 $3.8M
Allworth Financial LP 0.02% Add +3.5% 31,502 $3.8M
Dorsey & Whitney Trust CO LLC 0.20% Add +4.6% 31,358 $3.7M
First Long Island Investors, LLC 0.29% New 31,200 $3.7M
Bulltick Wealth Management, LLC 0.92% New 31,198 $3.7M
Calamos Wealth Management LLC 0.19% Reduce -37.5% 31,155 $3.7M
Donaldson Capital Management, LLC 0.14% Reduce -3.0% 30,961 $3.7M
Personal Cfo Solutions, LLC 0.51% Add +0.4% 30,901 $3.7M
Capital International Sarl 0.09% Add +16.3% 30,825 $3.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -2.0% 32,131 $3.7M
Compound Planning, Inc. 0.23% Reduce -6.7% 30,673 $3.7M
Fox Hill Wealth Management 1.99% Add +6.7% 30,348 $3.6M
Stonegate Investment Group, LLC 0.10% Add +2.3% 30,291 $3.6M
Great Diamond Partners, LLC 0.92% Reduce -17.2% 30,261 $3.6M
Mutual Advisors, LLC 0.11% Add +6.3% 31,544 $3.6M
Alcosta Capital Management, Inc. 2.15% Add +0.7% 30,176 $3.6M
Auxano Advisors, LLC 0.93% Reduce -0.0% 30,014 $3.6M
Morgens Waterfall Vintiadis & Co. Inc. 2.77% No change 30,000 $3.6M
Settian Capital LP 2.60% No change 30,000 $3.6M
Beverly Hills Private Wealth, LLC 0.73% Add +21.5% 29,955 $3.6M
Private Trust Co. NA 0.36% Reduce -6.5% 29,857 $3.6M
Farther Finance Advisors, LLC 0.13% Add +11.8% 29,737 $3.5M
Costello Asset Management, INC 2.36% Add +14.7% 29,680 $3.5M
Evergreen Capital Management LLC 0.12% Add +0.8% 29,557 $3.5M
Logan Capital Management Inc. 0.14% Reduce -0.4% 29,413 $3.5M
Arlington Partners LLC 1.37% Add +25.3% 29,412 $3.5M
Woodmont Investment Counsel LLC 0.26% No change 29,388 $3.5M
Castellan Group 1.47% Reduce -31.1% 29,276 $3.5M
Grace & White Inc. 0.63% No change 29,000 $3.5M
Wilmington Savings Fund Society, FSB 0.06% Add +86.3% 28,999 $3.5M
MAI Capital Management 0.03% Reduce -40.5% 28,958 $3.4M
Pinnacle Associates Ltd. 0.06% Reduce -2.0% 33,030 $3.4M
Good Life Advisors, LLC 0.21% Add +8.7% 28,655 $3.4M
Guggenheim Capital LLC 0.02% Reduce -19.4% 28,547 $3.4M
Stratos Wealth Partners, LTD. 0.05% Add +2.7% 28,540 $3.4M
Csenge Advisory Group 0.18% Add +2.1% 28,107 $3.4M
WESPAC Advisors SoCal, LLC 0.78% New 28,288 $3.4M
Peapack Gladstone Financial Corp. 0.05% Add +17.1% 28,156 $3.4M
Trust Co. of Vermont 0.17% Reduce -2.0% 28,025 $3.3M
Global Retirement Partners, LLC 0.10% Reduce -13.8% 27,889 $3.3M
Geo Capital Gestora de Recursos Ltd 3.91% Add +104.6% 27,663 $3.3M
Dantai Capital Ltd 4.17% No change 27,600 $3.3M
Axxcess Wealth Management, LLC 0.08% Reduce -0.9% 27,463 $3.3M
Dynamic Advisor Solutions LLC 0.10% Reduce -2.9% 27,237 $3.2M
Blue Trust, Inc. 0.04% Add +41.0% 22,703 $3.2M
Syon Capital LLC 0.28% Reduce -4.1% 26,869 $3.2M
Pacer Advisors, Inc. 0.01% Reduce -4.6% 26,846 $3.2M
Mission Wealth Management, LP 0.08% Add +12.1% 26,835 $3.2M
Fortune Financial Advisors, LLC 2.89% Add +0.1% 26,818 $3.2M
Wealth Advisory Solutions, LLC 0.88% Reduce -10.1% 26,805 $3.2M
Haverford Trust Co 0.03% Reduce -2.4% 26,778 $3.2M
Ballentine Partners, LLC 0.05% Add +3.5% 26,735 $3.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -27.2% 26,667 $3.2M
Global Trust Asset Management, LLC 1.17% Reduce -0.7% 26,554 $3.2M
Callan Capital, LLC 0.22% Add +7.0% 26,416 $3.1M
Bennett Selby Investments LP 1.31% Add +11.1% 26,151 $3.1M
Harrington Investments, INC 1.70% Reduce -4.0% 26,095 $3.1M
Claro Advisors Inc. 0.40% Add +10.6% 26,088 $3.1M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -2.3% 26,009 $3.1M
Solstein Capital, LLC 1.63% Reduce -16.2% 25,837 $3.1M
Guild Investment Management, Inc. 3.37% Add +5.4% 25,762 $3.1M
Chartwell Investment Partners, LLC 0.11% Reduce -3.6% 25,722 $3.1M
Benjamin Edwards Inc. 0.04% Add +643.8% 25,697 $3.1M
Quantbot Technologies LP 0.12% New 25,478 $3.0M
Checchi Capital Advisers, LLC 0.23% Reduce -4.0% 25,471 $3.0M
Sowell Financial Services LLC 0.14% Reduce -63.0% 25,310 $3.0M
Pinkerton Wealth, LLC 0.43% Add +1.5% 24,930 $3.0M
Flow Traders U.S. LLC 0.15% Add +788.9% 24,792 $3.0M
Capital International Ltd. 0.13% Add +3.0% 24,672 $2.9M
Alaethes Wealth, LLC 1.08% Add +1.5% 24,666 $2.9M
Freedom Day Solutions, LLC 0.90% Add +0.2% 24,330 $2.9M
Mezzasalma Advisors, LLC 1.13% Add +4.7% 24,007 $2.9M
Cozad Asset Management Inc. 0.27% Add +14.5% 23,901 $2.8M
Forum Financial Management, LP 0.05% Add +1.1% 23,678 $2.8M
Tower View Wealth Management LLC 1.54% Add +0.8% 23,656 $2.8M
Strong Tower Advisory Services 0.78% Reduce -6.5% 23,524 $2.8M
Hikari Tsushin, Inc. 0.20% No change 23,512 $2.8M
Alliancebernstein L.P. 0.00% Reduce -59.5% 23,490 $2.8M
Ellevest, Inc. 0.15% Add +1.5% 23,468 $2.8M
Franchise Capital Ltd 1.00% Reduce -82.8% 23,418 $2.8M
Meridian Investment Counsel Inc. 0.84% Reduce -2.6% 23,383 $2.8M
Ascent Group, LLC 0.21% Add +1.3% 23,155 $2.8M
Rossmore Private Capital 0.34% Add +0.7% 23,155 $2.8M
Gibbs Wealth Management 0.89% Add +14.2% 23,103 $2.8M
Cloverfields Capital Group, LP 0.88% Reduce -14.1% 22,976 $2.7M
Exencial Wealth Advisors, LLC 0.10% Add +2.6% 22,970 $2.7M
Clearstead Advisors, LLC 0.04% Add +45.9% 22,947 $2.7M
Human Investing LLC 0.49% Reduce -1.8% 22,873 $2.7M
Nia Impact Advisors, LLC 0.90% Reduce -2.3% 22,785 $2.7M
Autumn Glory Partners, LLC 1.04% Add +39.9% 22,671 $2.7M
Ramirez Asset Management, Inc. 0.52% Add +0.2% 22,650 $2.7M
Condor Capital Management 0.24% Add +0.7% 22,481 $2.7M
Cavalier Investments, LLC 0.82% Add +6.5% 22,469 $2.7M
SG Americas Securities, LLC 0.01% Reduce -57.6% 22,453 $2.7M
Coldstream Capital Management Inc. 0.06% Add +8.9% 22,364 $2.7M
Baldwin Investment Management, LLC 0.33% No change 22,180 $2.6M
Bank Ozk 1.08% Reduce -0.1% 21,929 $2.6M
Cidel Asset Management Inc. 0.18% Add +2.1% 21,903 $2.6M
Capital Wealth Planning, LLC 0.02% Reduce -8.0% 21,892 $2.6M
Schnieders Capital Management LLC 0.50% Reduce -1.5% 21,844 $2.6M
Hunter Associates Investment Management LLC 0.40% No change 21,790 $2.6M
Geneos Wealth Management Inc. 0.10% Add +35.5% 21,802 $2.6M
Banque Pictet & Cie SA 0.03% Add +202.9% 21,742 $2.6M
Kathmere Capital Management, LLC 0.24% Add +8.7% 21,649 $2.6M
Coppell Advisory Solutions LLC 0.38% Add +9.8% 21,316 $2.6M
Signet Investment Advisory Group, Inc. 1.29% No change 21,575 $2.6M
Passumpsic Savings Bank 1.68% Add +0.9% 21,448 $2.6M
Salem Investment Counselors Inc. 0.08% Add +8.3% 21,435 $2.6M
Welch & Forbes LLC 0.03% Add +0.1% 21,426 $2.6M
NBT Bank, N.A. 0.17% No change 21,400 $2.5M
Kingsview Wealth Management, LLC 0.05% Reduce -15.4% 21,392 $2.5M
Connable Office Inc. 0.25% No change 21,168 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -10.6% 21,148 $2.5M
China Universal Asset Management Co., Ltd. 0.28% Add +5.0% 21,000 $2.5M
Centiva Capital, LP 0.11% Add +138.4% 20,898 $2.5M
West Family Investments, Inc. 0.85% Add +3.0% 20,861 $2.5M
Eley Financial Management, Inc 0.99% Add +4.6% 20,715 $2.5M
Hilltop National Bank 0.75% Add +1.5% 20,698 $2.5M
Squarepoint Ops LLC 0.01% Reduce -76.7% 20,549 $2.4M
Nomura Asset Management Co. Ltd. 0.01% No change 20,538 $2.4M
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Reduce -0.5% 20,506 $2.4M
CreativeOne Wealth, LLC 0.08% Add +158.7% 20,463 $2.4M
RFG Advisory, LLC 0.07% Add +82.8% 20,328 $2.4M
Denali Advisors LLC 0.26% New 20,323 $2.4M
Executive Wealth Management, LLC 0.19% New 20,298 $2.4M
Financial Gravity Companies, Inc. 0.65% — 20,270 $2.4M
Carnegie Lake Advisors LLC 0.95% — 20,250 $2.4M
RB Capital Management, LLC 0.59% Add +8.4% 20,243 $2.4M
Joel Isaacson & Co., LLC 0.11% No change 20,213 $2.4M
NFSG Corp 0.84% Add +19.1% 20,190 $2.4M
Aaron Wealth Advisors LLC 0.29% Add +25.6% 20,176 $2.4M
Hollow Brook Wealth Management LLC 0.71% Add +6.5% 20,173 $2.4M
AE Wealth Management LLC 0.02% Add +3.9% 20,077 $2.4M
Keeler Thomas Management LLC 0.76% Reduce -0.1% 20,072 $2.4M
Sepio Capital, LP 0.19% Reduce -0.8% 20,042 $2.4M
Five Oceans Advisors 1.14% No change 20,025 $2.4M
Engineers Gate Manager LP 0.05% Add +32.5% 20,014 $2.4M
Chilton Capital Management LLC 0.10% Reduce -9.6% 20,000 $2.4M
Fidelis Capital Partners, LLC 0.28% Add +107.0% 20,313 $2.4M
Ironwood Investment Management LLC 1.14% Add +0.2% 19,736 $2.3M
Sterling Capital Management LLC 0.03% — 19,641 $2.3M
Vise Technologies, Inc. 0.30% Reduce -3.2% 19,581 $2.3M
Kiley Juergens Wealth Management, LLC 0.60% Reduce -5.3% 19,524 $2.3M
Wolverine Trading, LLC 0.06% Reduce -74.5% 19,179 $2.3M
EverSource Wealth Advisors, LLC 0.15% Reduce -18.3% 19,436 $2.3M
Legacy Advisory Services, LLC 1.97% Add +10.7% 19,275 $2.3M
Jefferies Financial Group Inc. 0.04% Add +143.3% 19,234 $2.3M
Gitterman Wealth Management, LLC 0.95% Add +0.4% 19,166 $2.3M
Hamilton Wealth, LLC 0.56% Reduce -52.4% 19,157 $2.3M
Spire Wealth Management 0.08% Add +17.2% 19,074 $2.3M
Lakeside Advisors, INC. 1.43% No change 19,050 $2.3M
Cypress Asset Management Inc. 0.56% Add +5.2% 18,999 $2.3M
Gardner Lewis Asset Management L P 0.64% No change 18,995 $2.3M
Redhawk Wealth Advisors, Inc. 0.32% Reduce -1.9% 18,955 $2.3M
Marks Group Wealth Management, Inc 0.21% Reduce -0.1% 18,878 $2.2M
Arkadios Wealth Advisors 0.13% Reduce -1.5% 18,762 $2.2M
Cairn Investment Group, Inc. 1.23% Reduce -1.1% 18,750 $2.2M
Lockheed Martin Investment Management Co. 0.10% Reduce -38.3% 18,750 $2.2M
Perigon Wealth Management, LLC 0.06% Reduce -0.4% 18,632 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.85% Add +0.4% 18,588 $2.2M
Zions Bancorporation, N.A. 0.16% Add +57.0% 18,535 $2.2M
Fairfield, Bush & Co. 1.31% Add +14.2% 18,484 $2.2M
Mission Creek Capital Partners, Inc. 0.51% Add +2.2% 18,362 $2.2M
Freedom Investment Management, Inc. 0.17% Reduce -5.5% 18,277 $2.2M
Banco de Sabadell, S.A 1.63% Reduce -13.6% 18,262 $2.2M
Huntington National Bank 0.02% Add +12.8% 18,209 $2.2M
Avior Wealth Management, LLC 0.09% Add +4.8% 18,086 $2.2M
Hennion & Walsh Asset Management, Inc. 0.10% Add +105.7% 18,041 $2.1M
Dana Investment Advisors, Inc. 0.07% Reduce -14.6% 17,911 $2.1M
Financial Advocates Investment Management 0.12% Add +0.1% 17,749 $2.1M
Family Legacy, Inc. 0.70% Add +4.7% 17,673 $2.1M
Mgo One Seven LLC 0.09% Reduce -10.8% 17,653 $2.1M
Covenant Partners, LLC 0.61% Add +0.8% 17,526 $2.1M
SeaCrest Wealth Management, LLC 0.22% Reduce -0.4% 17,463 $2.1M
HighPoint Advisor Group LLC 0.12% Reduce -1.4% 18,507 $2.1M
CIC Wealth, LLC 0.53% Reduce -3.1% 17,352 $2.1M
Boston Financial Mangement LLC 0.06% Reduce -60.2% 17,307 $2.1M
Bangor Savings Bank 0.19% Reduce -1.6% 17,281 $2.1M
Holderness Investments Co. 0.45% Add +4.6% 17,256 $2.1M
Nations Financial Group Inc, /Ia/ 0.15% Reduce -15.9% 17,238 $2.1M
Stegent Equity Advisors, Inc. 2.27% Add +65.5% 17,233 $2.1M
King Luther Capital Management Corp. 0.01% Reduce -39.0% 17,172 $2.0M
Castle Rock Wealth Management, LLC 0.49% Add +1.6% 17,287 $2.0M
Aviance Capital Partners, LLC 0.27% Add +4.7% 17,091 $2.0M
First Hawaiian Bank 0.07% Add +86.0% 17,088 $2.0M
First Citizens Bank & Trust Co. 0.04% Add +6.5% 17,025 $2.0M
Chicago Partners Investment Group LLC 0.07% Add +0.2% 17,505 $2.0M
Iams Wealth Management, LLC 0.99% Add +7.2% 17,003 $2.0M
CW Advisors, LLC 0.03% Add +64.3% 16,776 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.27% Reduce -0.7% 16,711 $2.0M
Ballast Advisors LLC 0.61% Reduce -3.3% 16,684 $2.0M
Trivium Point Advisory, LLC 0.28% Reduce -6.0% 18,560 $2.0M
Marotta Asset Management 0.39% Reduce -1.6% 16,653 $2.0M
IAM Advisory, LLC 0.50% Reduce -1.4% 16,614 $2.0M
PFG Investments, LLC 0.13% Add +0.4% 16,535 $2.0M
Tritonpoint Wealth, LLC 0.18% Reduce -3.8% 16,258 $2.0M
Brookstone Capital Management 0.03% Reduce -1.1% 16,408 $2.0M
TrinityPoint Wealth, LLC 0.28% Reduce -9.8% 16,353 $1.9M
HB Wealth Management, LLC 0.02% Add +15.5% 16,247 $1.9M
Eagle Asset Management Inc. 0.01% Add +10.4% 17,893 $1.9M
James Hambro & Partners LLP 0.08% No change 16,090 $1.9M
Fairview Capital Investment Management, LLC 0.10% No change 16,070 $1.9M
Beaumont Financial Advisors, LLC 0.15% No change 16,044 $1.9M
Johnson Investment Counsel Inc. 0.02% Reduce -14.6% 15,990 $1.9M
Ashton Thomas Private Wealth, LLC 0.10% Add +7.9% 15,910 $1.9M
Wealthspire Advisors, LLC 0.02% Add +75.7% 15,888 $1.9M
Diamant Asset Management, Inc. 1.18% No change 15,865 $1.9M
Altman Advisors, Inc. 0.84% Reduce -0.2% 15,834 $1.9M
Global X Japan Co., Ltd. 0.24% Add +10.6% 15,780 $1.9M
Oliver Lagore Vanvalin Investment Group 0.50% Reduce -4.2% 15,727 $1.9M
Horizon Kinetics Asset Management LLC 0.03% Add +1.6% 15,718 $1.9M
GC Wealth Management RIA, LLC 0.33% Add +5.0% 15,689 $1.9M
Hourglass Capital, LLC 0.52% Add +0.9% 15,620 $1.9M
Lebenthal Global Advisors, LLC 0.38% Add +95.7% 15,603 $1.9M
Sigma Planning Corp 0.06% Reduce -5.8% 15,597 $1.9M
Cox Capital Mgt LLC 1.10% New 15,440 $1.8M
Millington Financial Advisors, LLC 1.14% Add +1.6% 15,399 $1.8M
LVW Advisors, LLC 0.23% Reduce -8.4% 15,244 $1.8M
International Assets Investment Management, LLC 0.15% Reduce -10.1% 15,231 $1.8M
Brighton Jones LLC 0.07% Add +4.2% 15,176 $1.8M
Resources Management Corp. /CT/ 0.24% Reduce -2.3% 15,100 $1.8M
Tevis Investment Management 1.33% Reduce -1.4% 15,086 $1.8M
Polar Asset Management Partners Inc. 0.06% Reduce -69.8% 15,000 $1.8M
GeoWealth Management, LLC 0.06% Reduce -28.8% 14,967 $1.8M
Nomura Holdings Inc. 0.01% Add +330.9% 14,938 $1.8M
Toronto Dominion Bank 0.00% Reduce -57.2% 14,863 $1.8M
Bank of New Hampshire 0.44% Add +4.6% 14,780 $1.8M
Bull Street Advisors, LLC 0.82% Reduce -1.6% 14,770 $1.8M
Lake Street Advisors Group, LLC 0.08% Reduce -38.4% 14,659 $1.7M
Wealthcare Advisory Partners LLC 0.05% Reduce -7.2% 14,586 $1.7M
Regent Peak Wealth Advisors LLC 0.40% Reduce -9.6% 14,571 $1.7M
Delaney Dennis R 0.89% Reduce -19.7% 14,555 $1.7M
Fiduciary Family Office, LLC 0.57% Reduce -4.1% 14,509 $1.7M
Pitcairn Co. 0.10% Reduce -6.6% 14,383 $1.7M
Citizens Financial Group Inc. 0.03% Add +1.9% 14,301 $1.7M
Black Swift Group, LLC 0.38% Reduce -72.5% 14,280 $1.7M
Caldwell Trust Co 0.18% Add +91.9% 14,235 $1.7M
Tudor Investment Corporation 0.02% New 14,227 $1.7M
Graham Capital Management, L.P. 0.09% New 14,170 $1.7M
Epoch Investment Partners, Inc. 0.01% Reduce -0.0% 14,131 $1.7M
Tealwood Asset Management Inc. 0.74% Add +0.8% 14,116 $1.7M
Bond & Devick Financial Network, Inc. 0.71% No change 14,022 $1.7M
Montis Financial, LLC 0.59% Reduce -14.9% 13,959 $1.7M
Phoenix Financial Ltd. 0.02% Reduce -4.8% 13,920 $1.7M
World Investment Advisors 0.05% Add +36.9% 13,925 $1.7M
Rehmann Capital Advisory Group 0.11% Reduce -2.2% 13,845 $1.6M
Moody LYNN Lieberson & Walker, LLC 0.10% Reduce -78.8% 13,753 $1.6M
Angeles Wealth Management, LLC 0.14% Reduce -3.0% 13,694 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Reduce -14.2% 13,677 $1.6M
Advisor OS, LLC 0.16% Reduce -2.4% 13,633 $1.6M
Tiaa Trust, National Association 0.00% Add +7.1% 13,632 $1.6M
Diversify Advisory Services, LLC 0.09% Reduce -16.3% 13,923 $1.6M
Legacy Financial Advisors, Inc. 0.27% Add +0.5% 13,556 $1.6M
Dynamic Technology Lab Private Ltd 0.17% Reduce -11.5% 13,551 $1.6M
Marshall Financial Group, LLC 0.38% No change 13,513 $1.6M
Fullcircle Wealth LLC 0.72% Add +36.4% 14,307 $1.6M
CI Investments Inc. 0.01% Reduce -91.8% 13,462 $1.6M
Anchor Investment Management, LLC 0.15% Add +2.3% 13,447 $1.6M
Caption Management, LLC 0.17% New 13,395 $1.6M
Global Strategic Investment Solutions, LLC 0.19% No change 13,386 $1.6M
Grove Bank & Trust 0.23% Add +14.3% 13,312 $1.6M
Moser Wealth Advisors, LLC 0.82% Add +8.5% 13,258 $1.6M
Glenview Trust Co 0.03% Add +40.3% 13,197 $1.6M
TrueMark Investments, LLC 0.50% Reduce -2.1% 13,158 $1.6M
PDS Planning, Inc 0.14% Add +5.8% 13,122 $1.6M
Curi Capital, LLC 0.04% Reduce -1.4% 13,096 $1.6M
Flagship Harbor Advisors, LLC 0.09% Reduce -8.5% 13,083 $1.6M
HBK Sorce Advisory LLC 0.05% Reduce -3.3% 13,082 $1.6M
Mystic Asset Management, Inc. 0.59% Reduce -8.1% 13,035 $1.6M
Ativo Capital Management LLC 1.35% Reduce -0.4% 12,974 $1.5M
Institute for Wealth Management, LLC. 0.19% Add +0.1% 12,942 $1.5M
Forza Wealth Management, LLC 0.70% No change 12,926 $1.5M
Wallace Advisory Group, LLC 1.12% Reduce -2.0% 10,711 $1.5M
AAFMAA Wealth Management & Trust LLC 0.67% Add +18.3% 12,838 $1.5M
Watts Gwilliam & Co., LLC 0.33% — 12,994 $1.5M
Two Sigma Securities, LLC 0.12% Reduce -88.2% 12,782 $1.5M
Agate Pass Investment Management, LLC 0.76% Reduce -3.6% 12,750 $1.5M
Stokes Capital Advisors, LLC 0.39% Reduce -0.4% 12,735 $1.5M
Empower Advisory Group, LLC 0.01% Reduce -2.2% 12,731 $1.5M
American Trust 0.13% Add +139.1% 12,725 $1.5M
Simplex Trading, LLC 0.05% Reduce -89.2% 12,717 $1.5M
Essex Financial Services, Inc. 0.11% Reduce -14.1% 12,988 $1.5M
TriaGen Wealth Management LLC 0.50% Reduce -31.1% 12,620 $1.5M
Raelipskie Partnership 0.73% No change 12,618 $1.5M
Canandaigua National Bank & Trust Co. 0.14% Reduce -4.3% 12,599 $1.5M
Sunbelt Securities, Inc. 0.15% Add +17.1% 12,586 $1.5M
Rathbones Group PLC 0.01% Add +16.8% 12,575 $1.5M
Independent Solutions Wealth Management, LLC 0.34% Reduce -3.4% 12,534 $1.5M
SpiderRock Advisors, LLC 0.03% Reduce -17.9% 12,506 $1.5M
Highland Capital Management, LLC 0.08% New 12,500 $1.5M
Hobbs Group Advisors, LLC 0.53% Reduce -3.2% 12,494 $1.5M
Oxford Wealth Group, LLC 1.21% Reduce -20.3% 12,483 $1.5M
Balentine LLC 0.06% Add +0.0% 12,481 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -13.4% 12,468 $1.5M
Grey Ledge Advisors, LLC 0.38% Reduce -8.8% 12,424 $1.5M
Three Bridge Wealth Advisors, LLC 0.55% Reduce -2.3% 12,408 $1.5M
Giverny Capital 0.06% No change 12,400 $1.5M
Sage Rhino Capital LLC 0.33% Add +0.5% 12,385 $1.5M
DMC Group, LLC 1.19% Reduce -1.5% 12,366 $1.5M
Bailard, Inc. 0.04% Add +7.3% 12,348 $1.5M
Integrated Advisors Network LLC 0.07% Reduce -48.0% 12,327 $1.5M
Geller Advisors LLC 0.10% Add +3.7% 12,325 $1.5M
Savant Capital, LLC 0.01% Reduce -2.1% 12,319 $1.5M
Menard Financial Group LLC 0.96% Add +0.8% 12,283 $1.5M
Independent Financial Group, LLC 0.05% Reduce -84.7% 12,190 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.67% Add +0.7% 12,175 $1.4M
Vontobel Holding Ltd. 0.00% Add +23.3% 12,138 $1.4M
Wrapmanager Inc. 0.37% Reduce -15.0% 12,083 $1.4M
BOK Financial Private Wealth, Inc. 0.10% Add +20.1% 12,015 $1.4M
HCR Wealth Advisors 0.19% Add +37.0% 11,954 $1.4M
Insigneo Advisory Services, LLC 0.14% Add +11.7% 11,947 $1.4M
Clarius Group, LLC 0.10% Reduce -8.0% 13,692 $1.4M
Nvwm, LLC 0.36% Add +1.1% 11,795 $1.4M
Prosperity Consulting Group, LLC 0.11% Add +251.6% 11,794 $1.4M
Seed Wealth Management, Inc. 1.12% No change 11,790 $1.4M
Intrepid Financial Planning Group LLC 0.60% Reduce -12.3% 11,788 $1.4M
Dynasty Wealth Management, LLC 0.04% Reduce -4.0% 11,760 $1.4M
Bridgewater Advisors Inc. 0.15% Reduce -0.2% 12,486 $1.4M
Glen Eagle Advisors, LLC 0.24% Add +10.4% 11,728 $1.4M
AdvisorShares Investments LLC 0.27% Reduce -6.0% 11,722 $1.4M
Henshaw Capital LLC 0.06% Add +245.1% 11,703 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Add +7.0% 11,610 $1.4M
Koshinski Asset Management, Inc. 0.12% Reduce -24.7% 11,609 $1.4M
Wealth Alliance, LLC 0.16% Add +0.1% 11,578 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.30% Add +4.0% 11,499 $1.4M
Independence Bank of Kentucky 0.29% Add +192.7% 11,490 $1.4M
LYNX Capital Group Ltd. 0.89% Reduce -12.9% 11,475 $1.4M
Stablepoint Partners, LLC 0.25% Reduce -0.6% 11,468 $1.4M
Signal Advisors Wealth, LLC 0.19% New 11,410 $1.4M
LRI Investments, LLC 0.13% Add +103.4% 12,884 $1.4M
BTC Capital Management, Inc. 0.12% Add +7.8% 11,367 $1.4M
Belpointe Asset Management LLC 0.08% Add +267.4% 11,334 $1.3M
IHT Wealth Management, LLC 0.04% Add +39.9% 11,311 $1.3M
Alexander Labrunerie & Co., Inc. 0.62% Reduce -0.3% 11,241 $1.3M
Financial Perspectives, Inc 0.46% Reduce -1.4% 11,195 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Add +3.0% 11,168 $1.3M
Convergence Financial, LLC 0.28% Add +41.0% 11,151 $1.3M
Chemung Canal Trust Co. 0.27% Reduce -6.0% 11,132 $1.3M
Harbour Investments, Inc. 0.04% Reduce -5.0% 11,132 $1.3M
Calydon Capital 0.22% Reduce -0.1% 9,278 $1.3M
Verde Capital Management 0.40% New 11,089 $1.3M
Quintet Private Bank (Europe) S.A. 0.08% Add +17.9% 11,065 $1.3M
Garrison Asset Management, LLC 0.67% Reduce -3.7% 11,050 $1.3M
Capital Advisors Wealth Management, LLC 0.24% Add +0.4% 11,037 $1.3M
Ashton Thomas Securities, LLC 0.26% Add +20.8% 11,024 $1.3M
Financial Counselors Inc. 0.02% Add +1.1% 11,009 $1.3M
Wedmont Private Capital 0.07% Add +7.8% 11,120 $1.3M
Money Concepts Capital Corp. 0.10% Add +4.5% 10,997 $1.3M
Centaurus Financial, Inc. 0.08% Add +53.1% 10,984 $1.3M
IFP Advisors, Inc 0.05% Reduce -8.4% 10,964 $1.3M
Hemenway Trust Co LLC 0.10% Reduce -3.8% 10,956 $1.3M
Optiver Holding B.V. 0.03% New 10,950 $1.3M
Financial Partners Group, LLC 0.49% Add +0.2% 10,946 $1.3M
J.W. Cole Advisors, Inc. 0.05% Reduce -25.7% 10,813 $1.3M
Moloney Securities Asset Management, LLC 0.17% Reduce -27.5% 10,808 $1.3M
Lindbrook Capital, LLC 0.11% Add +3.3% 10,735 $1.3M
Montag A & Associates Inc. 0.06% Reduce -9.4% 10,688 $1.3M
Campbell & CO Investment Adviser LLC 0.09% Reduce -34.9% 10,678 $1.3M
Klingenstein Fields & Co. LP 0.05% Reduce -1.1% 10,604 $1.3M
Caas Capital Management LP 0.86% New 10,600 $1.3M
Cacti Asset Management LLC 0.09% No change 10,000 $1.3M
Warther Private Wealth, LLC 0.44% Reduce -0.0% 10,524 $1.3M
Doliver Advisors, LP 0.34% Reduce -1.8% 10,504 $1.3M
Criterion Capital Advisors, LLC 0.79% No change 8,762 $1.3M
Cooper Financial Group 0.16% Add +5.1% 10,479 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +57.8% 10,275 $1.2M
Baker Tilly Wealth Management, LLC 0.54% Reduce -21.8% 10,318 $1.2M
WFA of San Diego, LLC 1.04% Reduce -0.5% 10,315 $1.2M
Alera Investment Advisors, LLC 0.14% Reduce -7.0% 10,310 $1.2M
FDx Advisors, Inc. 0.33% Reduce -4.3% 10,178 $1.2M
WCG Wealth Advisors LLC 0.08% Reduce -6.4% 10,135 $1.2M
Burford Brothers, Inc. 0.63% Reduce -2.0% 10,101 $1.2M
Lanark Financial, Inc. 0.10% Reduce -3.8% 10,094 $1.2M
Stratos Wealth Advisors, LLC 0.06% Reduce -10.0% 10,067 $1.2M
Confluence Investment Management LLC 0.02% Reduce -10.7% 10,054 $1.2M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.5% 10,003 $1.2M
Savoie Capital LLC 0.15% New 10,000 $1.2M
Aberdeen Wealth Management LLC 0.78% Reduce -7.8% 9,980 $1.2M
Bright Futures Wealth Management, LLC. 0.57% Reduce -33.0% 10,488 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -41.6% 9,933 $1.2M
Pinnacle Wealth Management, LLC 1.41% New 9,924 $1.2M
Bristlecone Advisors, LLC 0.09% Add +7.9% 9,898 $1.2M
Capital Market Strategies LLC 0.71% Add +1.5% 9,894 $1.2M
Strategic Global Advisors, LLC 0.23% Add +64.7% 9,878 $1.2M
Journey Strategic Wealth LLC 0.04% Add +11.2% 9,824 $1.2M
Argent Trust Co 0.05% Add +8.9% 9,752 $1.2M
Hazlett, Burt & Watson, Inc. 0.53% Add +0.1% 9,720 $1.2M
Guyasuta Investment Advisors Inc. 0.07% Reduce -25.8% 9,686 $1.2M
Keel Point, LLC 0.10% Reduce -0.1% 9,664 $1.2M
Banque Cantonale Vaudoise 0.05% Reduce -1.8% 9,650 $1.1M
Summit X, LLC 0.28% Reduce -17.4% 8,042 $1.1M
S.A. Mason LLC 0.61% No change 9,628 $1.1M
Spinnaker Trust 0.07% Add +1.1% 9,615 $1.1M
Quotient Wealth Partners, LLC 0.04% Reduce -15.9% 9,584 $1.1M
Smartleaf Asset Management LLC 0.14% Add +79.1% 9,437 $1.1M
Summit Financial Wealth Advisors, LLC 0.21% Reduce -3.6% 9,550 $1.1M
Retirement Planning Co of New England, Inc. 0.56% Reduce -9.1% 9,524 $1.1M
Armstrong Henry H Associates Inc. 0.11% Reduce -7.8% 9,524 $1.1M
Capital Investment Advisory Services, LLC 0.11% Add +41.8% 9,497 $1.1M
Prossimo Advisors, LLC 0.82% Add +1.5% 9,472 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.28% Reduce -6.5% 9,461 $1.1M
Drive Wealth Management, LLC 0.29% Reduce -1.0% 9,344 $1.1M
Oak Associates Ltd. 0.07% New 9,283 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.88% No change 9,225 $1.1M
AMG National Trust Bank 0.03% Reduce -10.6% 9,190 $1.1M
Motco 0.11% Add +1.0% 9,161 $1.1M
Bank Hapoalim BM 0.17% Reduce -6.2% 9,110 $1.1M
Dalton Investments, Inc. 0.64% No change 9,100 $1.1M
Raub Brock Capital Management LP 0.22% No change 9,100 $1.1M
BSW Wealth Partners 0.16% Add +4.2% 9,083 $1.1M
Florida Trust Wealth Management Co 0.03% Add +6.5% 8,993 $1.1M
NTV Asset Management LLC 0.14% No change 8,950 $1.1M
GTS Securities LLC 0.02% Reduce -17.6% 8,929 $1.1M
Sivia Capital Partners, LLC 0.63% Reduce -3.2% 8,927 $1.1M
Essex Bank 0.27% Add +0.1% 8,921 $1.1M
Bath Savings Trust Co 0.11% Reduce -4.5% 8,899 $1.1M
Intellectus Partners, LLC 0.27% Add +9.2% 8,884 $1.1M
Cullinan Associates Inc. 0.06% Reduce -4.3% 9,000 $1.1M
James Investment Research, Inc. 0.12% Reduce -5.0% 8,850 $1.1M
Legacy Advisors, LLC 0.11% Add +10.6% 8,745 $1.0M
Manchester Capital Management LLC 0.12% Reduce -27.2% 8,711 $1.0M
Merit Financial Group, LLC 0.02% Reduce -35.1% 8,690 $1.0M
D'Orazio & Associates, Inc. 0.15% Reduce -0.8% 8,650 $1.0M
Oak Grove Capital LLC 0.23% Reduce -58.2% 8,605 $1.0M
Traveka Wealth, LLC 0.52% Reduce -1.0% 8,552 $1.0M
Grandfield & Dodd, LLC 0.06% Reduce -0.2% 8,534 $1.0M
Harbour Capital Advisors, LLC 0.23% Reduce -3.4% 8,669 $1.0M
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -2.3% 8,478 $1.0M
Peddock Capital Advisors, LLC 0.24% Add +0.2% 8,461 $1.0M
GW Henssler & Associates Ltd. 0.06% No change 8,459 $1.0M
QV Investors Inc. 0.09% Add +0.5% 8,454 $1.0M
Intrust Bank NA 0.10% Add +6.7% 8,436 $1.0M
Cable Hill Partners, LLC 0.10% Add +0.4% 8,428 $1.0M
Hohimer Wealth Management, LLC 0.21% Add +3.5% 8,391 $999K
Hardy Reed LLC 0.09% Add +0.0% 8,351 $994K
Jacobi Capital Management LLC 0.07% Add +2.7% 8,313 $990K
Great Lakes Retirement, Inc. 0.13% Add +4.8% 8,296 $988K
Advisors Capital Management, LLC 0.02% Reduce -30.0% 8,263 $984K
Griffin Asset Management, Inc. 0.11% No change 8,260 $984K
Stokes Family Office, LLC 0.11% No change 8,247 $982K
Shaker Investments LLC 0.41% Add +0.4% 8,227 $980K
Fortis Capital Advisors, LLC 0.33% New 8,194 $976K
Keudell/Morrison Wealth Management 0.26% Add +5.8% 8,170 $973K
Somerville Kurt F 0.16% Reduce -7.4% 8,170 $973K
SageView Advisory Group, LLC 0.05% Reduce -9.1% 8,139 $969K
Focus Financial Network, Inc. 0.04% Add +2.9% 8,120 $967K
Cravens & Co Advisors, LLC 0.74% Add +1.6% 8,097 $964K
Outfitters Financial LLC 0.79% No change 8,000 $953K
Optimum Investment Advisors 0.41% Reduce -21.0% 7,994 $952K
Hilltop Holdings Inc. 0.06% Add +103.3% 7,978 $950K
GAMMA Investing LLC 0.09% Add +11.4% 7,967 $949K
Viawealth, LLC 0.55% Add +0.3% 7,861 $936K
Vestcor Inc 0.03% Reduce -40.0% 7,800 $929K
Fox Run Management, L.L.C. 0.21% New 7,762 $924K
Bank of Nova Scotia 0.00% New 7,784 $921K
Olistico Wealth, LLC 0.56% Add +6.3% 7,731 $921K
Peoples Financial Services Corp. 0.42% Add +3.5% 7,722 $919K
Cynosure Group, LLC 0.13% Reduce -2.7% 7,707 $918K
Bridges Investment Management Inc. 0.01% Add +2.0% 7,700 $917K
Canal Capital Management, LLC 0.15% Reduce -1.4% 7,654 $911K
Bank of Stockton 0.27% Add +22.8% 7,652 $911K
Valley National Advisers Inc. 0.16% Reduce -35.8% 7,639 $909K
Chicago Capital, LLC 0.03% Reduce -30.1% 7,634 $909K
Schroder Investment Management Group 0.00% No change 7,523 $908K
Legacy Capital Group California, Inc. 0.30% Reduce -47.9% 7,610 $906K
Prosperity Wealth Management, Inc. 0.36% Add +11.0% 7,602 $905K
CoreCap Advisors, LLC 0.04% New 7,575 $902K
Armstrong, Fleming & Moore, Inc 0.52% Add +7.1% 7,532 $897K
Samalin Investment Counsel, LLC 0.39% Reduce -5.9% 7,529 $896K
Creative Financial Designs Inc. 0.08% Reduce -14.9% 7,509 $894K
Rakuten Securities, Inc. 0.39% Reduce -3.1% 7,504 $894K
Philadelphia Trust Co. 0.06% No change 7,500 $893K
Argonautica Private Wealth Management, Inc. 0.30% Add +0.6% 7,491 $892K
Morse Asset Management, Inc 0.19% Reduce -72.9% 7,488 $892K
Advisory Resource Group 0.19% Reduce -0.4% 7,441 $886K
Clare Market Investments LLC 0.23% Add +38.1% 7,439 $886K
Atom Investors LP 0.09% Reduce -10.3% 7,437 $886K
Seven Mile Advisory 0.58% Add +4.3% 7,421 $884K
Copperwynd Financial, LLC 0.27% Add +10.6% 7,418 $883K
LifeSteps Financial, Inc. 0.69% No change 7,411 $882K
Laraway Financial Advisors Inc 0.70% No change 7,406 $882K
Brophy Wealth Management, LLC 0.31% — 7,377 $878K
Kolinsky Wealth Management, LLC 0.57% Add +4.1% 7,351 $875K
Tidal Investments LLC 0.01% Reduce -24.1% 7,303 $870K
Claret Asset Management Corp 0.14% No change 7,291 $868K
V-Square Quantitative Management LLC 0.13% No change 7,280 $867K
Fiduciary Alliance LLC 0.12% Add +7.5% 7,278 $867K
Oakwell Private Wealth Management, LLC 0.25% Add +47.2% 7,259 $864K
Strategic Investment Advisors / MI 0.09% Add +3.5% 7,245 $863K
First Horizon Advisors, Inc. 0.02% Add +55.5% 7,238 $862K
First Manhattan Co. Llc. 0.00% Add +0.2% 7,223 $860K
Avestar Capital, LLC 0.09% Reduce -5.1% 7,198 $857K
Wealth Quarterback LLC 0.45% New 7,187 $856K
LRT Capital Management, LLC 0.79% New 7,167 $853K
Knuff & Co LLC 0.26% Add +124.8% 7,121 $848K
Rock Point Advisors, LLC 0.23% No change 7,100 $845K
Wealth Effects LLC 0.30% Add +0.2% 7,085 $844K
Virtue Capital Management, LLC 0.17% Reduce -4.2% 7,081 $843K
Union Savings Bank 0.41% Reduce -3.4% 7,064 $841K
Resonant Capital Advisors, LLC 0.06% Add +3.1% 7,047 $839K
Enclave Advisors LLC 0.14% — 7,018 $836K
American National Bank & Trust 0.10% No change 7,005 $834K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -61.6% 7,005 $834K
Wexford Capital LP 0.20% Add +170.1% 7,000 $833K
Moors & Cabot, Inc. 0.04% Add +0.1% 6,992 $833K
TBH Global Asset Management, LLC 0.18% Add +11.3% 6,992 $833K
Smart Money Group LLC 0.30% Add +8.1% 7,422 $831K
Harvey Capital Management Inc. 0.21% Reduce -1.0% 6,978 $831K
Wynn Capital, LLC 0.54% No change 6,970 $830K
BNC Wealth Management, LLC 0.31% No change 6,955 $828K
FourThought Financial Partners, LLC 0.10% Add +1.6% 6,930 $825K
Gen-Wealth Partners Inc 0.36% Add +26.7% 7,253 $821K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +7.2% 6,875 $819K
My Legacy Advisors, LLC 0.32% Reduce -15.0% 6,828 $813K
Symphony Financial Services, Inc. 0.69% Add +10.7% 6,818 $812K
GPS Wealth Strategies Group, LLC 0.11% Add +17.6% 6,785 $808K
Waverly Advisors, LLC 0.01% Reduce -15.0% 6,782 $807K
Heritage Family Offices, LLP 0.42% Add +0.6% 6,781 $807K
WealthBridge Capital Management, LLC 0.23% Add +8.4% 6,780 $807K
Capricorn Fund Managers Ltd 0.55% Reduce -35.5% 6,758 $805K
Ironsides Asset Advisors, LLC 0.23% Add +106.8% 6,758 $805K
Sunpointe, LLC 0.66% Reduce -2.8% 6,734 $802K
Formidable Asset Management, LLC 0.13% New 6,719 $800K
Mayflower Financial Advisors, LLC 0.12% Add +1.3% 6,719 $800K
Marco Investment Management LLC 0.07% Add +1.5% 6,702 $798K
Simon Quick Advisors, LLC 0.05% Add +14.2% 6,699 $798K
Williams Jones Wealth Management, LLC. 0.01% Add +16.4% 6,660 $793K
Canopy Partners, LLC 0.34% Reduce -2.7% 6,633 $790K
Sage Mountain Advisors LLC 0.07% Add +6.3% 6,597 $786K
Flputnam Investment Management Co. 0.01% Add +26.7% 6,592 $785K
Blue Barn Wealth, LLC 0.40% Add +1.9% 6,558 $781K
Defined Wealth Management, LLC 0.51% Add +0.3% 6,536 $778K
Valmark Advisers, Inc. 0.01% Reduce -9.4% 6,491 $773K
Wimmer Associates 1, LLC 0.38% Add +2.5% 6,475 $771K
First Financial Corp. 0.37% Reduce -1.2% 6,470 $770K
Schear Investment Advisers, LLC 0.48% Add +12.2% 6,463 $770K
Kercheville Advisors, LLC 0.32% Reduce -7.2% 6,450 $768K
Howland Capital Management LLC 0.03% Reduce -19.7% 6,445 $767K
Atlas Capital Advisors Inc. 0.12% Reduce -1.1% 6,440 $767K
Pallas Capital Advisors LLC 0.03% Add +1.0% 6,720 $766K
Collective Family Office LLC 0.21% Add +10.5% 6,416 $764K
Blackhawk Capital Partners, LLC 0.41% Add +4.1% 6,411 $763K
Daymark Wealth Partners, LLC 0.03% Add +1.8% 6,402 $762K
ICONIQ Capital, LLC 0.02% Add +297.4% 6,362 $758K
Chase Investment Counsel Corp. 0.25% New 6,337 $754K
Jim Saulnier & Associates, LLC 0.74% — 6,314 $752K
Hancock Whitney Corp. 0.02% Add +5.0% 6,273 $747K
Diversified, LLC 0.08% Add +1.5% 6,216 $740K
Diversified Enterprises, LLC 0.08% — 6,216 $740K
Signature Estate & Investment Advisors LLC 0.02% Add +0.8% 6,185 $736K
Central Pacific Bank - Trust Division 0.10% Reduce -51.8% 6,172 $735K
Transatlantique Private Wealth LLC 0.28% Add +3.3% 6,171 $734K
Patrick M Sweeney & Associates, Inc. 0.54% No change 6,155 $733K
Cromwell Holdings LLC 0.47% No change 6,142 $731K
Graypoint LLC 0.05% Reduce -5.8% 6,134 $730K
XTX Topco Ltd 0.05% Reduce -75.4% 6,129 $730K
Broderick Brian C 0.14% Reduce -5.4% 6,091 $725K
Teamwork Financial Advisors, LLC 0.10% Reduce -91.3% 6,077 $724K
Net Worth Advisory Group 0.21% — 6,054 $721K
Accretive Wealth Partners, LLC 0.30% Reduce -1.7% 6,045 $720K
Kovack Advisors, Inc. 0.08% Reduce -6.1% 6,023 $717K
First Foundation Advisors 0.03% Reduce -10.4% 6,005 $715K
AXS Investments LLC 0.19% No change 6,000 $714K
Marex Group Ltd 0.02% Reduce -53.2% 6,000 $714K
Clal Insurance Enterprises Holdings Ltd 0.01% New 6,000 $714K
Summit Trail Advisors, LLC 0.02% Add +0.7% 5,987 $713K
Adero Partners, LLC 0.05% Add +15.4% 5,948 $708K
Zuckerman Investment Group, LLC 0.07% Add +0.3% 5,946 $708K
CENTRAL TRUST Co 0.02% Add +0.7% 5,939 $707K
Parcion Private Wealth LLC 0.06% Add +270.2% 5,931 $706K
Red Wave Investments LLC 0.25% Reduce -1.1% 5,927 $706K
Capital Investment Counsel, Inc 0.10% No change 5,900 $703K
Hexagon Capital Partners LLC 0.14% Reduce -0.9% 5,890 $701K
Venture Visionary Partners LLC 0.03% Add +1.2% 5,887 $701K
Atlanta Consulting Group Advisors, LLC 0.17% Add +219.5% 5,876 $700K
Cary Street Partners Investment Advisory LLC 0.03% Add +18.6% 5,848 $696K
Provenance Wealth Advisors, LLC 0.09% No change 5,841 $695K
Mather Group, Llc. 0.01% Add +4.3% 5,835 $695K
MJP Associates Inc. 0.13% Add +19.9% 5,832 $694K
Abel Hall, LLC 0.45% Add +2.9% 5,807 $691K
Catalyst Capital Advisors LLC 0.02% No change 5,800 $691K
AlTi Global, Inc. 0.02% Add +2.5% 5,788 $689K
Centric Wealth Management 0.18% No change 6,540 $689K
Texas Capital Bank Wealth Management Services Inc 0.07% Reduce -49.3% 5,771 $687K
Crestwood Advisors Group, LLC 0.01% Add +1.4% 5,765 $686K
Unique Wealth Strategies, LLC 0.30% No change 5,750 $685K
Patton Albertson Miller Group, LLC 0.09% Reduce -3.0% 5,720 $681K
Gallacher Capital Management LLC 0.31% Add +3.3% 5,652 $673K
Romano Brothers and Company 0.08% Add +0.4% 5,648 $673K
Optas, LLC 0.15% Reduce -2.0% 5,645 $672K
Western Wealth Management, LLC 0.04% Add +54.9% 5,623 $670K
Leo Wealth, LLC 0.06% Reduce -2.7% 5,600 $667K
Southland Equity Partners LLC 0.16% Add +0.7% 5,578 $664K
Sharp Wealth Advisory, LLC 0.51% Add +178.8% 5,575 $664K
Monetary Management Group Inc. 0.17% No change 5,570 $663K
Perkins Coie Trust Co 0.15% No change 5,542 $660K
Tectonic Advisors LLC 0.04% Add +6.6% 5,512 $656K
Renasant Bank 0.43% Add +20.1% 5,502 $655K
Cordatus Wealth Management LLC 0.23% No change 5,472 $652K
Lewis Asset Management, LLC 0.48% Add +3.4% 5,472 $652K
Werba Rubin Papier Wealth Management 0.15% Reduce -0.1% 5,463 $650K
Burns J W & Co. Inc. 0.08% Add +1.9% 5,430 $647K
Penserra Capital Management LLC 0.01% Reduce -88.3% 5,419 $645K
Focus Partners Advisor Solutions, LLC 0.01% Add +32.1% 5,404 $644K
Samjo Management, LLC 0.22% No change 5,400 $643K
Prelude Capital Management, LLC 0.05% Add +156.4% 5,390 $642K
Aspiriant, LLC 0.02% Reduce -10.2% 5,382 $641K
Badgley Phelps Wealth Managers, LLC 0.01% Add +26.5% 5,379 $640K
1900 Wealth Management LLC 0.05% No change 5,375 $640K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -33.5% 5,369 $640K
Boston Trust Walden Corp 0.00% No change 5,366 $639K
NFJ Investment Group, LLC 0.02% New 5,364 $639K
Herold Advisors, Inc. 0.14% No change 5,350 $637K
Focused Wealth Management, Inc 0.09% Reduce -0.6% 5,336 $635K
Zimmermann Investment Management & Planning LLC 0.19% Add +2.1% 5,249 $625K
Evoke Wealth, LLC 0.02% New 5,247 $625K
Verus Capital Partners, LLC 0.06% Add +16.7% 5,223 $622K
PAX Financial Group, LLC 0.11% Reduce -18.7% 5,206 $620K
Certuity, LLC 0.07% Add +17.8% 5,200 $619K
FSM Wealth Advisors, LLC 0.16% Add +2.4% 5,199 $619K
Baker Chad R 0.12% Reduce -3.7% 5,180 $617K
Aprio Wealth Management, LLC 0.10% Add +4.7% 5,148 $613K
REDW Wealth LLC 0.16% No change 5,130 $611K
Alpine Bank Wealth Management 0.10% — 5,118 $609K
Old Port Advisors 0.17% Add +4.8% 5,094 $607K
True North Advisors, LLC 0.16% Add +4.6% 5,080 $605K
Insight Advisors, LLC/ PA 0.11% Reduce -0.6% 5,078 $605K
FineMark National Bank & Trust 0.02% Reduce -7.6% 5,066 $603K
Moneta Group Investment Advisors LLC 0.01% Add +7.7% 5,066 $603K
AlphaStar Capital Management, LLC 0.05% Add +125.6% 5,062 $603K
Juncture Wealth Strategies, LLC 0.23% Add +0.3% 5,058 $602K
Asio Capital, LLC 0.11% No change 5,035 $600K
Westover Capital Advisors, LLC 0.12% No change 5,028 $599K
Capital Group Investment Management Pte. LTD. 0.12% Add +12.4% 5,019 $598K
Puzo Michael J 0.16% No change 5,000 $595K
Cannell & Spears LLC 0.01% Add +1.8% 4,981 $593K
Painted Porch Advisors LLC 0.30% No change 4,968 $592K
Shilanski & Associates, Inc. 0.19% Reduce -4.5% 4,908 $584K
Webster Bank, N. A. 0.06% Reduce -8.4% 4,901 $584K
Hollencrest Capital Management 0.02% Reduce -16.9% 4,881 $581K
Essex LLC 0.12% No change 4,861 $579K
Tradewinds Capital Management, LLC 0.15% No change 4,860 $579K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -7.4% 4,833 $575K
Curated Wealth Partners LLC 0.07% Add +14.0% 4,833 $575K
Annex Advisory Services, LLC 0.02% Reduce -46.2% 4,833 $575K
Park National Corp. 0.02% Reduce -1.8% 4,830 $575K
Chilton Investment Co. Inc. 0.02% Reduce -51.9% 4,827 $575K
CoreFirst Bank & Trust 0.33% No change 4,826 $575K
First Dallas Securities Inc. 0.24% Reduce -48.3% 4,816 $573K
Sawgrass Asset Management LLC 0.06% No change 4,810 $573K
180 Wealth Advisors, LLC 0.09% Reduce -0.8% 4,805 $572K
Douglas Lane & Associates, LLC 0.01% No change 4,805 $572K
Schrum Private Wealth Management LLC 0.30% Add +100.0% 4,804 $572K
Peachtree Investment Partners, LLC 0.21% Reduce -52.8% 4,802 $572K
Veracity Capital LLC 0.22% Add +15.4% 4,789 $570K
Norris Financial Group, LLC 0.28% Add +107.2% 4,783 $570K
Summit Financial, LLC 0.02% Reduce -1.3% 4,780 $569K
OneAscent Financial Services LLC 0.41% New 4,765 $567K
Apeiron RIA LLC 0.16% Add +1.2% 4,736 $564K
High Net Worth Advisory Group LLC 0.16% No change 4,716 $562K
Continuum Advisory, LLC 0.07% Add +31.1% 5,322 $561K
Northwest Investment Counselors, LLC 0.13% Reduce -2.2% 4,698 $559K
Granite Group Advisors, LLC 0.36% No change 4,688 $558K
Tucker Asset Management LLC 0.13% Reduce -19.9% 4,638 $552K
InTrack Investment Management Inc 0.39% Add +17.6% 4,608 $549K
SteelPeak Wealth, LLC 0.02% Add +1.9% 4,581 $545K
Avitas Wealth Management LLC 0.08% Reduce -6.9% 4,563 $543K
GHP Investment Advisors, Inc. 0.02% Reduce -2.9% 4,560 $543K
Signet Financial Management, LLC 0.07% Reduce -0.1% 4,559 $543K
TD Private Client Wealth LLC 0.02% Reduce -7.3% 4,558 $543K
LGL Partners, LLC 0.08% Reduce -11.0% 4,555 $542K
Transcend Capital Advisors, LLC 0.04% Add +41.3% 4,519 $538K
Consilium Wealth Advisory, LLC 0.29% Reduce -32.8% 4,480 $533K
Cannon Advisors, Inc. 0.44% — 4,410 $533K
Private Portfolio Partners LLC 0.10% New 4,463 $531K
Aljian Capital Management, LLC 0.12% New 4,461 $531K
First Affirmative Financial Network 0.29% Reduce -5.5% 4,411 $525K
Cornerstone Wealth Management, LLC 0.04% Reduce -4.7% 4,406 $525K
Old National Bancorp 0.01% Add +30.5% 4,399 $524K
Simplicity Wealth,LLC 0.05% Reduce -96.4% 4,395 $523K
Sandbox Financial Partners, LLC 0.19% Reduce -26.6% 4,394 $523K
Foster Dykema Cabot & Partners, LLC 0.04% Add +42.0% 4,388 $522K
Strategy Asset Managers LLC 0.10% Add +102.3% 4,364 $520K
Byrne Asset Management LLC 0.36% New 4,360 $519K
Concorde Asset Management, LLC 0.29% Reduce -11.3% 4,359 $519K
Aries Wealth Management 0.14% New 4,356 $519K
Robertson Stephens Wealth Management, LLC 0.02% Add +176.0% 4,352 $518K
Brown Miller Wealth Management, LLC 0.20% Add +2.9% 4,308 $513K
Aspen Grove Capital, LLC 0.11% Reduce -0.0% 4,293 $511K
Ledyard National Bank 0.05% Add +6.2% 4,285 $510K
LJI Wealth Management, LLC 0.10% Reduce -3.4% 4,230 $504K
Brandywine Managers, LLC 0.54% Add +21.3% 4,222 $503K
Knights of Columbus Asset Advisors LLC 0.03% Add +23.5% 4,218 $502K
Paragon Private Wealth Management, LLC 0.25% Add +0.9% 4,207 $501K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 4,234 $501K
KFG Wealth Management, LLC 0.11% Reduce -1.6% 4,195 $500K
Mathes Company, Inc. 0.18% Reduce -3.5% 4,191 $499K
William Allan Corp 0.31% No change 4,178 $497K
Pekin Hardy Strauss, Inc. 0.06% Reduce -41.9% 4,165 $496K
Keebeck Wealth Management 0.07% Add +0.5% 4,157 $495K
Cahill Financial Advisors Inc. 0.07% Add +7.6% 4,154 $495K
Waldron Private Wealth LLC 0.02% Add +44.8% 4,141 $493K
HM Payson & Co. 0.01% Add +3.8% 4,125 $491K
Three Seasons Wealth, LLC 0.26% Add +12.1% 4,096 $488K
Platform Technology Partners 0.15% No change 4,093 $487K
Steel Grove Capital Advisors, LLC 0.07% Add +5.2% 3,985 $481K
Abbot Financial Management, Inc. 0.24% Add +11.9% 4,037 $481K
Redmond Asset Management, LLC 0.15% No change 4,025 $479K
Analyst IMS Investment Management Services Ltd. 0.02% No change 4,004 $477K
Fca Corp. 0.15% No change 4,000 $476K
Lafayette Investments, Inc. 0.10% No change 4,000 $476K
Principle Wealth Partners LLC 0.03% Add +0.6% 3,992 $475K
Parisi Gray Wealth Management 0.16% Add +19.6% 3,990 $475K
Opinicus Capital, Inc. 0.38% Reduce -17.1% 3,987 $475K
Wealthgarden F.S. LLC 0.46% Add +6.7% 3,974 $473K
Mosley Wealth Management 0.32% Add +17.5% 4,020 $472K
Capital Investment Advisors, LLC 0.01% Add +1.3% 3,957 $471K
Householder Group Estate & Retirement Specialist, LLC 0.14% Reduce -0.3% 3,964 $471K
Stock Yards Bank & Trust Co. 0.02% No change 3,953 $471K
Oxford Financial Group, LTD. LLC 0.03% Reduce -2.0% 3,900 $464K
Marcum Wealth, LLC 0.04% Add +2.7% 3,897 $464K
NWF Advisory Services Inc. 0.07% Add +82.4% 3,892 $463K
PARUS FINANCE (UK) Ltd 0.15% Reduce -37.9% 3,880 $462K
TFC Financial Management, Inc. 0.07% Add +0.9% 3,880 $462K
Key Financial Inc 0.10% No change 3,872 $461K
KG Capital Management 0.15% Reduce -5.5% 3,863 $460K
Fermata Advisors, LLC 0.09% Add +4.1% 3,847 $458K
Atlas Brown,Inc. 0.16% Reduce -10.2% 3,845 $458K
Ausdal Financial Partners, Inc. 0.05% Add +5.5% 3,841 $457K
Colonial River Investments, LLC 0.23% No change 3,823 $455K
Kuhn & Co Investment Counsel 0.39% No change 3,822 $455K
Rosenberg Matthew Hamilton 0.12% Add +2.5% 3,812 $454K
Angeles Investment Advisors, LLC 0.02% Reduce -0.8% 3,810 $454K
CenterBook Partners LP 0.03% New 3,808 $453K
Credit Agricole S A 0.00% Add +124.6% 3,800 $452K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -2.1% 3,791 $451K
Eagle Ridge Investment Management 0.04% Add +2.1% 3,789 $451K
Aptus Capital Advisors, LLC 0.01% Add +33.2% 3,774 $449K
Patten & Patten Inc. 0.03% Add +84.1% 3,765 $448K
Tiemann Investment Advisors, LLC 0.19% Reduce -7.4% 3,750 $447K
Abundance Wealth Counselors 0.09% New 3,747 $446K
Savvy Advisors, Inc. 0.09% Add +69.2% 3,728 $444K
Elser Financial Planning, Inc 0.64% No change 3,714 $442K
Great Lakes Advisors, LLC 0.00% Add +0.4% 3,701 $441K
Chesley Taft & Associates LLC 0.02% Reduce -11.9% 3,695 $440K
University of Texas/Texas Am Investment Management Co. 0.07% Reduce -27.8% 3,684 $439K
Main Street Financial Solutions, LLC 0.04% Add +11.6% 3,681 $438K
Hoxton Planning & Management, LLC 0.17% Add +2.2% 3,678 $438K
Cyndeo Wealth Partners, LLC 0.03% Add +12.8% 3,671 $437K
Fifth Third Wealth Advisors LLC 0.03% Add +104.9% 3,659 $436K
Gratus Wealth Advisors, LLC 0.07% Add +69.0% 3,693 $435K
ProVise Management Group, LLC 0.03% Add +0.4% 3,647 $434K
Colorado Capital Management, Inc. 0.21% Reduce -0.6% 3,640 $433K
Shay Capital LLC 0.13% Reduce -78.5% 3,634 $433K
Catalina Capital Group, LLC 0.15% Reduce -0.0% 3,630 $432K
Clear Harbor Asset Management, LLC 0.04% Add +5.0% 3,628 $432K
Arax Advisory Partners 0.04% Reduce -0.8% 3,609 $430K
Richardson Financial Services Inc. 0.27% Add +1.2% 3,012 $429K
Red Door Wealth Management, LLC 0.07% Add +5.9% 3,595 $428K
Altfest L J & Co. Inc. 0.06% New 3,578 $426K
Dearborn Partners LLC 0.02% No change 3,572 $425K
Meeder Advisory Services, Inc. 0.03% Reduce -42.3% 3,569 $425K
Ariadne Wealth Management, LP 0.23% New 3,947 $425K
Sittner & Nelson, LLC 0.19% No change 3,562 $424K
Cobblestone Capital Advisors LLC 0.02% Add +0.1% 3,561 $424K
Northeast Investment Management 0.02% No change 3,560 $424K
Thompson Davis & Co., Inc. 0.31% Reduce -43.8% 3,530 $420K
Semus Wealth Partners LLC 0.29% New 3,526 $420K
Riversedge Advisors, LLC 0.10% Reduce -0.9% 3,523 $419K
Everpar Advisors LLC 0.22% Reduce -22.7% 3,511 $418K
BIP Wealth, LLC 0.03% Reduce -0.7% 3,504 $417K
Glaxis Capital Management, LLC 1.63% Reduce -65.0% 3,500 $417K
MSA Advisors, LLC 0.11% No change 3,500 $417K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.16% Reduce -50.7% 3,498 $417K
Leavell Investment Management, Inc. 0.02% Add +0.2% 3,493 $416K
Redwood Investments, LLC 0.12% Reduce -11.8% 3,484 $415K
Sheaff Brock Investment Advisors, LLC 0.04% Add +4.5% 3,470 $413K
Family Manage LLC 0.07% Add +1.4% 3,427 $408K
WMS Partners, LLC 0.02% Add +18.9% 3,414 $407K
WNY Asset Management, LLC 0.05% Reduce -23.3% 3,402 $405K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Reduce -1.6% 3,393 $404K
Zacks Investment Management 0.00% Add +4.1% 3,384 $403K
Wilkinson Global Asset Management LLC 0.02% No change 3,380 $402K
Tyche Wealth Partners LLC 0.09% Reduce -47.3% 3,365 $401K
Arcadia Investment Management Corp. 0.07% No change 3,354 $399K
Bill Few Associates, Inc. 0.14% No change 3,350 $399K
Financial Network Wealth Advisors LLC 0.33% Add +1.2% 3,347 $399K
Gryphon Financial Partners LLC 0.05% Add +7.7% 3,325 $396K
Paces Ferry Wealth Advisors, LLC 0.23% Reduce -0.6% 3,312 $394K
North Point Portfolio Managers Corp. 0.06% New 3,312 $394K
Ellis Investment Partners, LLC 0.08% Add +0.2% 3,310 $394K
Capital Management Associates, Inc 0.16% Add +3.7% 3,299 $393K
Montecito Bank & Trust 0.07% Add +13.8% 3,296 $392K
YHB Investment Advisors, Inc. 0.03% Add +11.3% 3,284 $391K
RMR Wealth Builders 0.04% Add +17.4% 3,274 $390K
LCM Capital Management Inc 0.22% Add +1.6% 3,266 $389K
Laurel Wealth Advisors LLC 0.06% Add +1.4% 3,254 $387K
D. Scott Neal, Inc. 0.20% Reduce -0.9% 3,250 $387K
Nicolet Advisory Services, LLC 0.04% Add +10.7% 3,351 $386K
Baron Wealth Management LLC 0.18% Add +18.8% 3,224 $384K
Security Financial Services, INC. 0.08% Add +4.8% 3,213 $383K
Heritage Wealth Management, Inc. 0.13% No change 3,212 $382K
Wellington Shields Capital Management, LLC 0.07% Add +1.9% 3,210 $382K
Sandy Spring Bank 0.02% Add +7.0% 3,206 $382K
Roberts Glore & Co. Inc. 0.11% Reduce -6.6% 3,205 $382K
Ironwood Investment Counsel, LLC 0.06% No change 3,204 $382K
Glass Jacobson Investment Advisors llc 0.13% Add +20.5% 3,194 $380K
AA Financial Advisors, LLC 0.11% Add +13.9% 3,194 $380K
Composition Wealth, LLC 0.01% Reduce -42.2% 3,191 $380K
TFB Advisors LLC 0.11% Reduce -2.7% 3,188 $380K
Wealthstream Advisors, Inc. 0.07% Add +3.9% 3,185 $379K
Opal Wealth Advisors, LLC 0.12% Add +15.2% 3,171 $378K
Ground Swell Capital, LLC 0.54% New 3,164 $377K
Massachusetts Wealth Management 0.24% Reduce -0.8% 3,150 $375K
AlphaMark Advisors, LLC 0.13% Reduce -7.3% 3,150 $375K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -1.0% 3,126 $372K
Argus Investors' Counsel, Inc. 0.24% Add +3.8% 3,104 $370K
Linscomb Wealth, Inc. 0.02% Reduce -52.9% 3,093 $368K
Salvus Wealth Management, LLC 0.22% Add +6.9% 3,064 $365K
M. Kulyk & Associates, LLC 0.07% Reduce -33.9% 3,063 $365K
Wealth Group, Ltd. 0.24% Reduce -22.2% 3,046 $363K
MQS Management LLC 0.20% New 3,047 $363K
Larson Financial Group LLC 0.02% Add +38.3% 3,042 $362K
Cookson Peirce & Co. Inc. 0.02% Reduce -1.1% 3,036 $361K
Ascentis Independent Advisors 0.06% Reduce -15.4% 3,025 $360K
Titleist Asset Management, LLC 0.05% Reduce -17.0% 3,023 $360K
Howard Capital Management Group, LLC 0.03% Add +0.7% 3,022 $360K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 3,020 $360K
Fort Washington Investment Advisors Inc. 0.00% No change 3,011 $359K
Xponance LLC 0.00% Add +12.9% 3,010 $358K
Indie Asset Partners, LLC 0.27% No change 3,002 $357K
Fourpath Capital Management, LLC 0.07% New 3,000 $357K
Northstar Group, Inc. 0.07% Reduce -10.1% 3,000 $357K
MN Wealth Advisors, LLC 0.20% Reduce -1.7% 2,988 $356K
M3 Advisory Group, LLC 0.26% Add +4.9% 2,984 $355K
Aveo Capital Partners, LLC 0.04% Reduce -2.2% 2,980 $355K
Colonial Trust Co / SC 0.05% Add +20.9% 2,970 $354K
Monterey Private Wealth, Inc. 0.12% No change 2,968 $353K
Cerro Pacific Wealth Advisors LLC 0.13% No change 2,473 $353K
First Business Financial Services, Inc. 0.04% Add +1.0% 2,964 $353K
Horizon Investment Services, LLC 0.15% No change 2,935 $349K
ABLE Financial Group, LLC 0.11% Reduce -1.3% 2,934 $349K
Keystone Financial Group 0.04% Add +3.0% 2,932 $349K
Enterprise Financial Services Corp 0.20% Reduce -8.6% 2,929 $349K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +1.4% 2,921 $348K
Seldon Capital LP 0.20% No change 2,910 $346K
Wealth Architects, LLC 0.04% No change 2,899 $345K
Northwest Financial Advisors 0.27% Reduce -0.5% 2,887 $344K
Sonora Investment Management Group, LLC 0.03% New 2,864 $341K
44 Wealth Management LLC 0.12% — 2,944 $341K
Breakwater Capital Group 0.07% Add +9.3% 2,855 $340K
Diversified Trust Co. 0.01% Add +1.9% 2,851 $339K
Texas Capital Bancshares Inc 0.14% Add +3.1% 2,844 $339K
GM Advisory Group, LLC 0.02% New 2,833 $337K
Linden Thomas Advisory Services, LLC 0.05% Add +25.0% 2,829 $337K
Fiera Capital Corp 0.00% Reduce -7.4% 2,807 $334K
JGP Wealth Management, LLC 0.04% Add +18.6% 2,805 $334K
Allen Wealth Management, LLC 0.23% Reduce -9.7% 2,790 $332K
Verity & Verity, LLC 0.03% Reduce -20.1% 2,790 $332K
D L Carlson Investment Group Inc. 0.06% Add +20.1% 2,783 $331K
Nwam LLC 0.02% New 2,773 $330K
Safeguard Financial, LLC 0.08% New 2,770 $330K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -28.5% 2,759 $329K
Smith, Moore & Co. 0.03% Reduce -32.6% 2,761 $329K
Lyell Wealth Management, LP 0.03% No change 2,754 $328K
FLC Capital Advisors 0.08% No change 2,750 $327K
Optimist Retirement Group LLC 0.15% Add +4.3% 2,747 $327K
CRA Financial Services, LLC 0.06% Add +4.4% 2,742 $326K
Vienna Asset Management LLC 0.24% Reduce -3.8% 2,739 $326K
Mill Creek Capital Advisors, LLC 0.01% Reduce -12.5% 2,734 $326K
Novare Capital Management LLC 0.03% Add +3.2% 2,727 $325K
Capital Asset Advisory Services LLC 0.02% Reduce -19.1% 2,766 $324K
Prudent Man Advisors, LLC 0.11% No change 2,721 $324K
Cedrus LLC 0.12% Reduce -4.2% 2,719 $324K
Addison Advisors LLC 0.09% Reduce -1.6% 2,707 $322K
CFS Investment Advisory Services, LLC 0.03% No change 2,701 $322K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 2,700 $321K
Kingfisher Capital LLC 0.07% Reduce -6.9% 2,693 $321K
Private Client Services, LLC 0.17% Reduce -28.7% 2,692 $321K
Sandhill Capital Partners LLC 0.02% Add +3.9% 2,682 $319K
Gries Financial LLC 0.06% Reduce -3.8% 2,664 $317K
HFG Advisors, Inc. 0.28% No change 2,660 $317K
Kidder Stephen W 0.09% Reduce -10.5% 2,640 $314K
Ascentis Wealth Management, LLC 0.12% — 2,632 $313K
Veltria Advisors Corp. 0.12% Add +0.1% 2,617 $312K
First National Trust Co 0.01% No change 2,616 $311K
Tudor Financial Inc. 0.19% — 2,615 $311K
Pinion Investment Advisors, LLC 0.13% Add +5.5% 2,610 $311K
Natixis 0.00% Add +1301.1% 2,606 $310K
Zhang Financial LLC 0.02% Add +2.6% 2,603 $310K
Beacon Capital Management, LLC 0.04% Add +9.5% 2,599 $309K
McNamara Financial Services, Inc. 0.06% No change 2,599 $309K
HMS Capital Management, LLC 0.15% Reduce -0.5% 2,590 $308K
Quantum Portfolio Management LLC 0.17% Add +2.7% 2,587 $308K
Centerpoint Advisors, LLC 0.11% Reduce -0.8% 2,575 $307K
FMB Wealth Management 0.17% No change 2,578 $307K
Associated Banc-Corp 0.01% Reduce -3.0% 2,570 $306K
Hudock, Inc. 0.05% Reduce -22.1% 2,565 $305K
9258 Wealth Management, LLC 0.05% Reduce -1.1% 2,561 $305K
Castleview Partners, LLC 0.18% Add +0.2% 2,550 $304K
Cascade Financial Partners, LLC 0.04% Reduce -31.5% 2,605 $303K
Birchcreek Wealth Management, LLC 0.20% Add +8.3% 2,542 $303K
Capital Counsel LLC 0.01% Add +1.6% 2,541 $303K
New Hampshire Trust 0.06% Add +5.4% 2,530 $301K
Inscription Capital, LLC 0.04% Reduce -22.6% 2,526 $301K
Phillips Wealth Planners LLC 0.29% Reduce -2.0% 2,547 $301K
Mainstay Capital Management LLC 0.05% No change 2,522 $300K
FinTrust Capital Advisors, LLC 0.05% Add +13.3% 2,519 $300K
Beacon Financial Group 0.03% Add +34.6% 2,512 $299K
Klingman & Associates, LLC 0.02% Reduce -0.6% 2,507 $299K
MGB Wealth Management, LLC 0.11% Reduce -6.5% 2,500 $298K
Ancora Advisors LLC 0.01% Add +15.0% 2,493 $297K
Alaska Permanent Fund Corp 0.00% No change 2,493 $297K
Aigen Investment Management, LP 0.06% New 2,492 $297K
Greenwood Capital Associates LLC 0.04% Reduce -93.0% 2,490 $296K
Lifestyle Asset Management, Inc. 0.16% Add +2.1% 2,483 $296K
Sharkey, Howes & Javer 0.04% Add +68.2% 2,466 $294K
Dimension Capital Management LLC 0.06% Add +25.8% 2,463 $293K
Rollins Financial Advisors, LLC 0.05% No change 2,432 $290K
Planned Solutions, Inc. 0.12% Add +12.8% 2,429 $289K
Seeds Investor LLC 0.11% New 2,418 $288K
New Republic Capital, LLC 0.17% Reduce -14.8% 2,416 $288K
Strategic Financial Services, Inc. 0.02% No change 2,399 $286K
Aureus Asset Management, LLC 0.02% Reduce -3.3% 2,394 $285K
Highline Wealth Partners LLC 0.10% Reduce -2.6% 2,393 $285K
Peak Financial Management, Inc. 0.08% New 2,374 $283K
Merriman Wealth Management, LLC 0.01% Add +2.1% 2,373 $283K
Avalon Trust Co 0.02% No change 2,372 $282K
Frazier Financial Advisors, LLC 0.22% Add +27.7% 2,370 $282K
Stanley-Laman Group, Ltd. 0.04% New 2,369 $282K
Lineweaver Wealth Advisors, LLC 0.05% Add +0.3% 2,365 $281K
RIA Advisory Group LLC 0.10% — 2,360 $281K
Visionary Wealth Advisors 0.02% Reduce -33.9% 2,357 $281K
Guardian Asset Advisors, LLC 0.19% Reduce -2.1% 2,355 $280K
Confluence Wealth Services, Inc. 0.02% Reduce -17.5% 2,354 $280K
Asset Dedication, LLC 0.02% Add +23.0% 2,354 $280K
Operose Advisors LLC 0.09% No change 2,348 $280K
PCA Investment Advisory Services Inc. 0.13% Add +0.1% 2,332 $278K
Avantax Planning Partners, Inc. 0.01% Reduce -36.9% 2,307 $275K
Blake Schutter Theil Wealth Advisors, LLC 0.20% — 2,304 $274K
Gladstone Institutional Advisory LLC 0.01% Add +3.5% 2,303 $274K
Red Mountain Financial, LLC 0.29% Add +1.3% 2,300 $274K
Lagoda Investment Management, L.P. 0.16% Reduce -39.1% 2,300 $274K
Notis-McConarty Edward 0.12% Reduce -11.5% 2,300 $274K
Lokken Investment Group LLC 0.11% Add +0.3% 2,300 $274K
Investment House LLC 0.01% Add +31.4% 2,300 $274K
Acorn Creek Capital LLC 0.15% Add +7.4% 2,299 $274K
Weaver Capital Management LLC 0.08% Add +15.3% 2,298 $274K
Palisade Asset Management, LLC 0.03% Reduce -13.2% 2,296 $273K
Revolve Wealth Partners, LLC 0.04% New 2,290 $273K
Weatherly Asset Management L. P. 0.02% Reduce -11.6% 2,282 $272K
TCFG Wealth Management, LLC 0.14% — 2,280 $272K
Per Stirling Capital Management, LLC. 0.04% No change 2,279 $271K
Encompass More Asset Management 0.10% Add +14.4% 2,269 $270K
Eads & Heald Wealth Management 0.13% Reduce -11.7% 2,267 $270K
Advisory Research Inc. 0.05% Reduce -32.2% 2,267 $270K
Iron Gate Global Advisors LLC 0.04% Reduce -8.1% 2,266 $270K
Oxbow Advisors, LLC 0.03% No change 2,261 $269K
SP Asset Management LLC 0.02% Add +0.2% 2,254 $268K
IRON Financial LLC 0.15% Reduce -1.9% 2,252 $268K
Stephens Consulting, LLC 0.07% Reduce -1.5% 2,244 $267K
Mosaic Family Wealth Partners, LLC 0.04% Add +15.6% 2,237 $266K
AdvisorNet Financial, Inc 0.02% Reduce -2.9% 2,237 $266K
Norris Perne & French LLP 0.02% Add +41.0% 2,220 $264K
Argent Financial Group, Inc. 0.03% — 2,216 $264K
Stonebrook Private Inc. 0.07% Add +1.8% 2,215 $264K
Ceeto Capital Group, LLC 0.10% No change 2,206 $263K
Proffitt & Goodson Inc. 0.04% Add +2.3% 2,205 $263K
Foster Group, Inc. 0.01% Add +1.4% 2,203 $262K
Sectoral Asset Management Inc. 0.15% New 2,200 $262K
Appleton Partners Inc. 0.02% No change 2,192 $261K
JNBA Financial Advisors 0.03% Reduce -47.8% 2,187 $260K
Strategic Wealth Partners, Ltd. 0.03% Reduce -1.7% 2,185 $260K
Continental Investors Services, Inc. 0.53% Reduce -1.8% 2,203 $260K
Taylor Hoffman Capital Management LLC 0.10% — 2,320 $260K
Nabity-Jensen Investment Management Inc 0.20% No change 2,178 $259K
Capital Planning Advisors, LLC 0.04% No change 2,172 $259K
JGP Global Gestao de Recursos Ltda. 0.51% Add +31.7% 2,171 $259K
Regal Investment Advisors LLC 0.02% Add +10.7% 2,170 $258K
Soltis Investment Advisors LLC 0.03% New 2,164 $258K
StoneX Group Inc. 0.02% Add +49.9% 2,148 $256K
Lodestar Private Asset Management LLC 0.03% No change 2,147 $256K
One Capital Management, LLC 0.01% Reduce -4.9% 2,147 $256K
Garden State Investment Advisory Services LLC 0.08% Reduce -5.7% 2,143 $255K
Altura Wealth Advisors Inc. 0.17% New 2,143 $255K
New World Advisors LLC 0.07% Reduce -5.0% 2,136 $254K
Divergent Planning, LLC 0.09% No change 2,205 $254K
Lion Street Advisors, LLC 0.09% Reduce -10.2% 2,130 $254K
Westmount Partners, LLC 0.08% Add +9.5% 2,126 $253K
LifePro Asset Management 0.15% New 2,124 $253K
Parkside Advisors LLC 0.06% No change 2,124 $253K
Bigelow Investment Advisors, LLC 0.11% Add +5.9% 2,123 $253K
Pennsylvania Capital Management Inc. 0.09% New 2,118 $252K
Accurate Wealth Management, LLC 0.05% New 2,138 $252K
Covestor Ltd 0.16% Add +1.4% 2,105 $251K
Unionview, LLC 0.19% Add +3.0% 2,103 $250K
JSF Financial, LLC 0.07% Add +0.1% 2,102 $250K
Carr Financial Group Corp 0.07% Add +5.0% 2,100 $250K
MontVue Capital Management, Inc. 0.19% No change 2,089 $249K
GoalVest Advisory LLC 0.07% No change 2,087 $248K
Stamos Capital Partners, L.P. 0.06% Reduce -41.1% 2,080 $248K
Advisor Resource Council 0.11% New 2,077 $247K
Bank of Nova Scotia Trust Co. 0.03% No change 2,075 $247K
Nixon Peabody Trust Co. 0.02% New 2,074 $247K
Welch Group, LLC 0.01% New 2,073 $247K
Financial Insights, Inc. 0.08% Reduce -6.3% 2,072 $247K
Moseley Investment Management Inc. 0.10% No change 2,060 $245K
Mason & Associates Inc 0.06% New 2,060 $245K
Twin Capital Management Inc. 0.03% No change 2,060 $245K
Retirement Income Solutions, Inc. 0.06% No change 2,056 $245K
Kanawha Capital Management LLC 0.02% Reduce -4.5% 2,052 $244K
Surience Private Wealth LLC 0.25% Reduce -92.7% 2,050 $244K
GenTrust, LLC 0.01% Reduce -72.0% 2,044 $243K
GDS Wealth Management 0.02% Add +0.1% 2,030 $242K
Aurora Private Wealth, Inc. 0.19% Reduce -1.5% 2,023 $241K
Fragasso Financial Advisors Inc 0.02% Add +26.1% 2,008 $239K
Northeast Financial Consultants Inc 0.01% Add +13.5% 2,006 $239K
Spirepoint Private Client, LLC 0.03% Reduce -5.4% 2,000 $238K
Founders Financial Alliance, LLC 0.07% Add +0.1% 1,995 $238K
Ameritas Advisory Services, LLC 0.01% Reduce -81.8% 1,988 $237K
Sigma Investment Counselors Inc. 0.01% Add +3.0% 1,986 $236K
Truvestments Capital LLC 0.06% Add +1.5% 1,983 $236K
Balboa Wealth Partners 0.06% Reduce -17.7% 1,981 $236K
Apella Capital, LLC 0.01% No change 2,025 $236K
Cassaday & Co Wealth Management LLC 0.01% New 1,977 $235K
Crown Wealth Group, LLC 0.10% No change 1,974 $235K
Moneco Advisors, LLC 0.03% Reduce -2.0% 1,974 $235K
Inspirion Wealth Advisors, LLC 0.03% No change 1,972 $235K
Wealthquest Corp 0.02% Add +1.1% 1,987 $234K
Winthrop Advisory Group LLC 0.03% New 1,968 $234K
Quadcap Wealth Management, LLC 0.04% Reduce -4.6% 1,965 $234K
Plancorp, LLC 0.01% No change 1,965 $234K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -0.8% 1,960 $233K
Ballew Advisors, Inc 0.16% Add +1.1% 1,994 $233K
Becker Capital Management Inc. 0.01% Reduce -16.6% 1,957 $233K
Mitchell Sinkler & Starr 0.06% No change 1,955 $233K
New Century Financial Group, LLC 0.09% Add +12.9% 1,954 $233K
Interchange Capital Partners, LLC 0.08% Reduce -1.3% 1,942 $231K
Blueshift Asset Management, LLC 0.06% New 1,939 $231K
Sound View Wealth Advisors Group, LLC 0.02% Add +5.4% 1,938 $231K
Parkside Financial Bank & Trust 0.03% Add +8.0% 1,937 $231K
TPG Advisors LLC 0.18% No change 1,936 $231K
Empire Financial Management Company, LLC 0.07% Reduce -1.5% 1,930 $230K
Lazari Capital Management, Inc. 0.10% Add +13.9% 1,928 $230K
PFG Private Wealth Management, LLC 0.13% No change 1,926 $229K
Burney Co./ 0.01% No change 1,921 $229K
Adamsbrown Wealth Consultants LLC 0.08% Add +13.8% 1,916 $228K
Thomasville National Bank 0.02% Reduce -5.2% 1,905 $227K
Guerra Pan Advisors, LLC 0.18% No change 1,897 $226K
ZWJ Investment Counsel Inc. 0.01% No change 1,893 $225K
O'Dell Group, LLC 0.05% New 1,881 $224K
Moody National Bank Trust Division 0.02% Add +18.1% 1,869 $223K
Dash Acquisitions Inc. 0.05% Reduce -0.1% 1,960 $222K
Atticus Wealth Management, LLC 0.07% Reduce -0.5% 1,865 $222K
Country Club Bank 0.01% Add +11.3% 1,837 $222K
Fort Henry Capital, LLC 0.15% No change 1,860 $221K
Investment Management Associates Inc. 0.09% No change 1,860 $221K
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -1.1% 1,858 $221K
Liberty One Investment Management, LLC 0.02% Add +0.2% 1,856 $221K
Sweeney & Michel, LLC 0.09% New 1,871 $221K
Heritage Wealth Advisors 0.01% No change 1,850 $220K
Watershed Private Wealth LLC 0.09% No change 1,843 $219K
Westside Investment Management, Inc. 0.05% No change 1,826 $218K
Sand Hill Global Advisors, LLC 0.01% Reduce -1.4% 1,830 $218K
Prairie Wealth Advisors, Inc. 0.11% Add +4.6% 1,825 $217K
KLCM Advisors, Inc. 0.03% Add +5.8% 1,821 $217K
Wells Trecaso Financial Group, LLC 0.07% Add +3.4% 1,818 $216K
Fulton Bank, N.A. 0.01% Reduce -34.3% 1,817 $216K
Sfmg, LLC 0.02% Add +15.0% 1,815 $216K
Private Capital Advisors, Inc. 0.02% New 1,810 $216K
Lantz Financial LLC 0.06% Reduce -0.5% 1,802 $215K
Wellington Shields & Co., LLC 0.07% Add +20.0% 1,800 $214K
BBR Partners, LLC 0.02% No change 1,798 $214K
Strategic Blueprint, LLC 0.01% Reduce -6.0% 1,797 $214K
Princeton Global Asset Management LLC 0.04% Reduce -7.7% 1,781 $213K
Modern Wealth Management, LLC 0.01% Add +9.0% 1,787 $213K
VestGen Investment Management 0.06% Add +22.8% 1,779 $212K
Founders Financial Securities LLC 0.02% Reduce -52.1% 1,777 $212K
Sargent Investment Group, LLC 0.04% No change 1,776 $211K
Canvas Wealth Advisors, LLC 0.06% New 1,767 $210K
Opes Wealth Management LLC 0.04% Reduce -5.4% 1,765 $210K
Warren Street Wealth Advisors, LLC 0.09% Add +3.4% 1,765 $210K
Matrix Private Capital Group LLC 0.12% Reduce -0.1% 1,756 $209K
Heritage Wealth Management, Inc./Texas 0.12% No change 1,750 $208K
Nottingham Advisors, Inc. 0.02% No change 1,750 $208K
Burke & Herbert Bank & Trust Co. 0.05% No change 1,750 $208K
Acorn Wealth Advisors, LLC 0.09% No change 1,746 $208K
KRS Capital Management, LLC 0.15% No change 1,745 $208K
Anchor Capital Advisors LLC 0.01% No change 1,740 $207K
Burns Matteson Capital Management, LLC 0.12% Reduce -16.5% 1,738 $207K
Mosaic Financial Group, LLC 0.15% No change 1,730 $206K
Apriem Advisors 0.02% Add +12.7% 1,730 $206K
Trustmark Bank Trust Department 0.02% Add +0.8% 1,724 $205K
Fortitude Advisory Group L.L.C. 0.13% Add +15.5% 1,713 $204K
Resolute Wealth Strategies, LLC 0.11% Add +0.2% 1,704 $203K
Prospect Financial Services LLC 0.13% Reduce -10.5% 1,702 $203K
Brass Tax Wealth Management, Inc. 0.04% No change 1,700 $202K
Jump Financial, LLC 0.00% New 1,698 $202K
Vaughan David Investments LLC 0.00% Add +0.5% 1,695 $202K
Strategic Financial Concepts, LLC 0.06% Reduce -99.2% 1,695 $202K
Keeler & Nadler Financial Planning & Wealth Management 0.10% No change 1,690 $201K
Wellspring Financial Advisors, LLC 0.02% Reduce -1.7% 1,682 $200K
Harbor Investment Advisory, LLC 0.02% Reduce -13.0% 1,647 $196K
Silicon Valley Capital Partners 0.02% Add +0.3% 1,540 $183K
Barometer Capital Management Inc. 0.05% No change 1,530 $182K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -35.8% 1,481 $176K
AllSquare Wealth Management LLC 0.10% No change 1,410 $168K
Contravisory Investment Management, Inc. 0.04% New 1,373 $163K
Blue Chip Partners, LLC 0.01% Add +26.6% 1,340 $160K
JFS Wealth Advisors, LLC 0.01% Reduce -0.1% 1,305 $155K
Bogart Wealth, LLC 0.01% Add +1.5% 1,242 $148K
Barrett & Company, Inc. 0.06% Add +0.2% 1,234 $147K
Clearstead Trust, LLC 0.03% No change 1,179 $140K
City State Bank 0.05% No change 1,170 $139K
Pinnacle Bancorp, Inc. 0.04% Add +11.3% 1,160 $138K
Manitou Investment Management Ltd. 0.03% No change 1,159 $138K
Creekmur Asset Management LLC 0.03% Add +0.6% 1,149 $137K
Carmichael Hill & Associates, Inc. 0.05% Add +0.9% 1,142 $136K
Jamison Private Wealth Management, Inc. 0.02% No change 1,122 $134K
Arlington Trust Co LLC 0.03% No change 1,118 $133K
Nisa Investment Advisors, LLC 0.00% Reduce -21.4% 1,100 $131K
Guardian Wealth Management, Inc. 0.09% No change 1,050 $125K
Future Financial Wealth Managment LLC 0.09% New 1,000 $119K
Park Place Capital Corp 0.03% New 1,000 $119K
Financial Connections Group, Inc. 0.06% Reduce -3.6% 1,002 $119K
Oarsman Capital, Inc. 0.02% New 992 $118K
Investment Research & Advisory Group, Inc. 0.05% No change 940 $112K
Hills Bank & Trust Co 0.01% No change 934 $111K
Gilliland Jeter Wealth Management LLC 0.04% Add +416.7% 930 $111K
C M Bidwell & Associates Ltd. 0.07% No change 926 $110K
Garde Capital, Inc. 0.01% No change 907 $108K
WASHINGTON TRUST Co 0.00% Reduce -21.6% 905 $108K
Gables Capital Management Inc. 0.05% New 900 $107K
Transamerica Financial Advisors, LLC 0.01% Reduce -47.9% 897 $107K
Kennebec Savings Bank 0.11% — 892 $106K
General Partner, Inc. 0.07% No change 880 $105K
WealthCollab, LLC 0.07% No change 860 $102K
Horizon Investments, LLC 0.00% Add +4.1% 819 $98K
Missouri Trust & Investment Co 0.03% No change 800 $95K
Oakworth Capital, Inc. 0.01% Reduce -8.1% 792 $94K
Tanglewood Legacy Advisors, LLC 0.04% No change 790 $94K
TrinityBridge Ltd 0.00% No change 770 $92K
MCF Advisors LLC 0.01% No change 755 $90K
Mfa Wealth Advisors, LLC 0.02% Add +184.4% 728 $87K
Red Tortoise LLC 0.04% No change 726 $86K
Ameritas Investment Partners, Inc. 0.00% No change 722 $86K
Financial Management Professionals, Inc. 0.01% Reduce -51.4% 706 $84K
Harvest Fund Management Co., Ltd 0.00% Reduce -96.8% 675 $80K
Tsfg, LLC 0.02% Reduce -0.9% 644 $77K
Godsey & Gibb, Inc. 0.01% Add +141.5% 640 $76K
Trifecta Capital Advisors, LLC 0.02% No change 610 $73K
Jaffetilchin Investment Partners, LLC 0.01% New 594 $71K
Rise Advisors, LLC 0.03% Add +0.3% 592 $70K
Granite FO LLC 0.04% New 590 $70K
Plante Moran Financial Advisors, LLC 0.01% No change 590 $70K
Atwood & Palmer Inc. 0.00% Reduce -3.8% 559 $67K
Cypress Capital Management LLC (WY) 0.07% Reduce -8.3% 550 $65K
Colonial Trust Advisors 0.01% No change 550 $65K
Game Plan Financial Advisors, LLC 0.03% No change 547 $65K
Activest Wealth Management 0.02% Add +1190.5% 542 $65K
DT Investment Partners, LLC 0.01% No change 542 $65K
Strengthening Families & Communities, LLC 0.02% Add +0.2% 525 $63K
Washington Trust Advisors, Inc. 0.01% No change 524 $62K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +13.5% 514 $61K
Valley Wealth Managers, Inc. 0.00% No change 514 $61K
Nkcfo LLC 0.03% Reduce -92.3% 500 $60K
Hoese & Co LLP 0.05% No change 500 $60K
Chelsea Counsel Co. 0.03% No change 500 $60K
Dagco, Inc. 0.02% No change 500 $60K
Ameliora Wealth Management Ltd. 0.02% No change 500 $60K
POM Investment Strategies, LLC 0.05% Add +8.8% 494 $59K
North Star Investment Management Corp. 0.00% Add +0.4% 492 $59K
Indiana Trust & Investment Management Co 0.02% No change 491 $58K
Tortoise Investment Management, LLC 0.01% No change 489 $58K
Salomon & Ludwin, LLC 0.01% No change 482 $57K
Kozak & Associates, Inc. 0.01% No change 480 $57K
Dunhill Financial, LLC 0.03% Add +196.8% 469 $56K
FWL Investment Management, LLC 0.02% No change 457 $54K
Capital Analysts, LLC 0.00% Add +279.0% 451 $54K
Armstrong Advisory Group, Inc. 0.00% Reduce -57.1% 441 $53K
Pin Oak Investment Advisors Inc. 0.05% No change 439 $52K
Roble, Belko & Company, Inc 0.01% Add +0.2% 433 $52K
Hartford Financial Management Inc. 0.01% No change 432 $51K
Stone House Investment Management, LLC 0.01% No change 432 $51K
GW&K Investment Management, LLC 0.00% No change 431 $51K
M&R Capital Management Inc. 0.01% Add +260.5% 411 $49K
Carolina Wealth Advisors, LLC 0.02% New 405 $48K
Johnson Financial Group, Inc. 0.00% Add +8.1% 401 $48K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +50.4% 382 $45K
Prestige Wealth Management Group LLC 0.01% No change 379 $45K
Accent Capital Management, LLC 0.03% No change 368 $44K
Bell Investment Advisors, Inc 0.01% Reduce -4.5% 364 $43K
ORG Partners LLC 0.01% Reduce -84.7% 356 $42K
Raffa Wealth Management, LLC 0.01% No change 352 $42K
Earned Wealth Advisors, LLC 0.01% New 350 $42K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $42K
Claris Advisors, LLC / Mo / 0.02% New 346 $41K
IAG Wealth Partners, LLC 0.01% No change 326 $39K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 325 $39K
Fortitude Family Office, LLC 0.01% No change 314 $37K
Hemington Wealth Management 0.01% New 335 $37K
Kathleen S. Wright Associates Inc. 0.01% No change 302 $36K
Valued Wealth Advisors LLC 0.02% No change 301 $36K
Cornerstone Planning Group LLC 0.01% Reduce -4.2% 320 $36K
Tidemark, LLC 0.01% No change 300 $36K
Citizens National Bank Trust Department 0.01% No change 300 $36K
Sound Income Strategies, LLC 0.00% Reduce -73.7% 296 $35K
Sachetta, LLC 0.01% No change 286 $34K
CNB Bank 0.02% Add +12.0% 280 $33K
Pacific Center for Financial Services 0.01% No change 270 $32K
Redmont Wealth Advisors LLC 0.05% No change 268 $32K
Abound Wealth Management 0.01% Add +16.5% 254 $30K
PSI Advisors, LLC 0.01% No change 253 $30K
Evermay Wealth Management LLC 0.00% No change 250 $30K
Piscataqua Savings Bank 0.03% No change 250 $30K
Riverview Trust Co 0.03% No change 244 $29K
Hall Laurie J Trustee 0.01% No change 242 $29K
Bruce G. Allen Investments, LLC 0.02% Add +18.0% 236 $28K
Daiwa Securities Group Inc. 0.00% New 232 $28K
CVA Family Office, LLC 0.00% Reduce -87.8% 230 $27K
Albion Financial Group 0.00% Add +15.1% 229 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 222 $26K
Aspire Private Capital, LLC 0.01% No change 220 $26K
TD Capital Management LLC 0.00% No change 208 $25K
Spectrum Wealth Counsel, LLC 0.00% Reduce -91.8% 208 $25K
Planning Capital Management Corp 0.02% Reduce -71.6% 205 $24K
Legend Financial Advisors, Inc. 0.02% No change 200 $24K
McIlrath & Eck, LLC 0.00% No change 200 $24K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -68.0% 200 $24K
First PREMIER Bank 0.01% Reduce -35.0% 191 $23K
Pingora Partners LLC 0.02% No change 190 $23K
Global Wealth Strategies & Associates 0.01% Add +57.5% 189 $23K
Disciplina Capital Management LLC 0.00% New 183 $22K
Westend Capital Management, LLC 0.01% No change 180 $21K
1620 Investment Advisors, Inc. 0.02% No change 176 $21K
Center for Financial Planning, Inc. 0.00% Add +70.0% 170 $20K
Tacita Capital Inc 0.01% No change 169 $20K
Brooklyn Investment Group 0.01% New 169 $20K
Global Financial Private Client, LLC 0.01% New 168 $20K
Beaird Harris Wealth Management, LLC 0.00% No change 161 $19K
Kiely Wealth Advisory Group, Inc. 0.01% No change 174 $19K
Chesapeake Asset Management LLC 0.02% No change 156 $19K
SJS Investment Consulting Inc. 0.00% No change 150 $18K
True Wealth Design, LLC 0.01% Reduce -57.8% 148 $18K
Eagle Bay Advisors LLC 0.01% Add +14.1% 146 $17K
Darwin Wealth Management, LLC 0.00% New 141 $17K
Reston Wealth Management LLC 0.01% New 136 $16K
Flaharty Asset Management, LLC 0.00% New 136 $16K
West Financial Advisors, LLC 0.00% New 135 $16K
REAP Financial Group, LLC 0.00% No change 133 $16K
HHM Wealth Advisors, LLC 0.00% Add +225.0% 130 $15K
Blume Capital Management, Inc. 0.00% Add +26.0% 126 $15K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 122 $15K
Cape Investment Advisory, Inc. 0.01% No change 122 $15K
Archer Investment Corp 0.00% Add +19.8% 121 $14K
Richard W. Paul & Associates, LLC 0.01% No change 120 $14K
Financial Freedom, LLC 0.01% No change 115 $14K
Talon Private Wealth, LLC 0.00% — 112 $13K
Macquarie Group Ltd. 0.00% Reduce -40.3% 105 $13K
ESL Trust Services, LLC 0.00% Reduce -59.6% 107 $13K
Copeland Capital Management, LLC 0.00% New 107 $13K
Carolinas Wealth Consulting LLC 0.00% Reduce -90.3% 107 $13K
First United Bank & Trust 0.00% No change 105 $13K
Gold Investment Management Ltd. 0.01% No change 100 $12K
SOA Wealth Advisors, LLC. 0.00% No change 100 $12K
Legacy Investment Solutions, LLC 0.01% — 109 $12K
Legacy Wealth Managment, LLC 0.01% — 109 $12K
Cedar Mountain Advisors, LLC 0.00% New 96 $11K
JDM Financial Group LLC 0.01% No change 95 $11K
Raleigh Capital Management Inc. 0.00% Add +1.1% 92 $11K
West Branch Capital LLC 0.00% Add +6.4% 83 $10K
Hoey Investments, Inc. 0.00% No change 68 $10K
Concord Wealth Partners 0.00% Add +321.1% 80 $10K
Western Pacific Wealth Management, LP 0.01% No change 80 $10K
Legacy Bridge, LLC 0.01% No change 80 $10K
Hanson & Doremus Investment Management 0.00% No change 76 $9K
Iron Horse Wealth Management, LLC 0.00% No change 70 $8K
Bank & Trust Co 0.01% No change 68 $8K
Horrell Capital Management, Inc. 0.00% No change 70 $8K
DecisionPoint Financial, LLC 0.00% No change 66 $8K
CGC Financial Services, LLC 0.00% No change 65 $8K
DiNuzzo Private Wealth, Inc. 0.00% New 60 $7K
Delta Asset Management LLC 0.00% No change 60 $7K
Mendota Financial Group, LLC 0.00% Add +41.5% 58 $7K
Robinswood Financial LLC 0.00% Add +124.0% 56 $7K
Baillie Gifford & Co. 0.00% Add +20.4% 53 $6K
Copley Financial Group, Inc. 0.01% — 52 $6K
Partnership Wealth Management, LLC 0.00% Reduce -99.5% 50 $6K
ClariVest Asset Management LLC 0.00% No change 41 $6K
Halpern Financial, Inc. 0.00% Reduce -76.5% 50 $6K
HighMark Wealth Management LLC 0.00% Add +37.1% 48 $6K
New Millennium Group LLC 0.00% No change 46 $5K
FPC Investment Advisory, Inc. 0.00% No change 42 $5K
West Paces Advisors Inc. 0.00% Reduce -88.2% 40 $5K
St. Johns Investment Management Company, LLC 0.00% No change 38 $5K
Country Trust Bank 0.00% No change 38 $5K
Macroview Investment Management LLC 0.00% No change 37 $4K
CKW Financial Group 0.00% No change 30 $4K
Fred Alger Management, LLC 0.00% Reduce -99.9% 31 $4K
Clear Investment Research, LLC 0.00% New 29 $3K
Trivant Custom Portfolio Group, LLC 0.00% No change 27 $3K
Naples Money Management LLC 0.00% No change 25 $3K
First Command Advisory Services, Inc. 0.00% No change 24 $3K
MV Capital Management, Inc. 0.00% No change 20 $2K
Arrow Financial Corp 0.00% No change 20 $2K
SYSTM Wealth Solutions LLC 0.06% — 16 $2K
Pathway Financial Advisers, LLC 0.00% Reduce -94.4% 15 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 15 $2K
Caitlin John, LLC 0.00% No change 14 $2K
Mark Sheptoff Financial Planning, LLC 0.00% No change 13 $2K
Wolff Wiese Magana LLC 0.00% New 12 $1K
West Oak Capital, LLC 0.00% No change 12 $1K
Gould Capital, LLC 0.00% No change 11 $1K
Strategic Investment Solutions, Inc. 0.00% Reduce -94.1% 11 $1K
Toth Financial Advisory Corp. 0.00% No change 11 $1K
SWAN Capital LLC 0.00% New 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
Cranbrook Wealth Management, LLC 0.00% New 10 $1K
Semmax Financial Advisors Inc. 0.00% No change 10 $1K
Horizon Financial Services, LLC 0.00% No change 8 $953
Annapolis Financial Services, LLC 0.00% New 4 $495
PFS Partners, LLC 0.00% No change 4 $477
Safe Harbor Fiduciary, LLC 0.00% — 2 $238

"% 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.