Novo-Nordisk A/S-Spons ADRNVO

13F holders, Q4 2024 (December 31)
1,666holders −120
91new positions
289sold out
11famous investors
$86.03avg. 13F price*

At the end of Q4 2024, 1,666 institutions reported holding Novo-Nordisk A/S-Spons ADR (NVO) in their 13F filings, down 120 from Q3 2024. 91 opened new positions and 289 sold out. The largest holders were Jennison Associates LLC ($1.7B), Bank of America Corp. ($1.3B) and GQG Partners LLC ($1.1B). 11 famous investors held it, including Tom Gayner (1.6% of Markel Group's portfolio), Jim Simons / Peter Brown (1.1% of Renaissance Technologies's portfolio) and Ken Fisher (0.4% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions91$428.4M
Exits289$757.8M

All 13F filers, Q3 2024 → Q4 2024: 39,432,455 shares bought and 35,379,075 shares sold, net +4,053,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,666 holders

Jennison Associates LLC 1.04% Reduce -1.2% 19,944,809 $1.7B
Bank of America Corp. 0.12% Add +8.1% 15,492,384 $1.3B
GQG Partners LLC 1.66% Add +74.7% 12,994,533 $1.1B
Fisher Asset Management 0.43% Reduce -5.0% 12,640,489 $1.1B
Morgan Stanley 0.07% Reduce -15.0% 12,204,292 $1.0B
Loomis Sayles & Co. L P 1.26% Add +34.2% 11,571,686 $995.4M
Fayez Sarofim & Co 2.38% Reduce -6.8% 11,384,481 $979.3M
FMR LLC 0.05% Reduce -44.1% 10,021,884 $862.1M
Folketrygdfondet 17.20% Add +0.5% 8,903,938 $765.9M
Renaissance Technologies 1.06% Add +1.5% 8,312,996 $715.1M
Capital International Investors 0.11% Reduce -2.9% 6,754,420 $579.9M
Everett Harris & Co. 7.03% Add +0.2% 6,453,089 $555.1M
Polen Capital Management LLC 1.49% Reduce -6.5% 6,405,748 $551.0M
T. Rowe Price Associates Inc. 0.06% Reduce -33.8% 6,345,118 $545.8M
Nuveen Asset Management, LLC 0.15% Add +73.2% 6,244,931 $537.2M
State Farm Mutual Automobile Insurance Co. 0.48% No change 6,142,778 $528.4M
State Street Corp. 0.02% Reduce -2.8% 6,055,794 $520.9M
JPMorgan Chase & Co. 0.04% Add +3.3% 5,589,743 $480.8M
Royal Bank of Canada 0.10% Reduce -9.1% 5,460,733 $469.7M
Sustainable Growth Advisers, LP 2.30% Add +23.6% 5,340,803 $459.4M
BlackRock, Inc. 0.01% Reduce -11.3% 4,893,606 $420.9M
Raymond James Financial Inc. 0.15% — 4,707,166 $404.9M
Northern Trust Corp. 0.06% Add +26.8% 4,689,098 $403.4M
Capital World Investors 0.06% Reduce -0.2% 4,446,019 $382.4M
Clearbridge Investments, LLC 0.30% Add +59.8% 4,283,317 $368.5M
Goldman Sachs Group Inc. 0.07% Reduce -5.8% 4,247,154 $365.3M
Envestnet Asset Management Inc. 0.12% Reduce -2.6% 4,167,683 $358.5M
WCM Investment Management, LLC 0.81% Add +1.0% 4,031,124 $345.6M
Wells Fargo & Company 0.08% Reduce -9.7% 3,673,115 $316.0M
Amundi 0.10% Add +26.4% 3,311,456 $283.6M
Natixis Advisors, LLC 0.49% Reduce -1.6% 3,024,013 $260.1M
Magellan Asset Management Ltd 2.66% Add +16.6% 2,812,781 $242.0M
Markel Group 1.63% No change 2,150,000 $184.9M
Saturna Capital Corp. 2.46% Reduce -0.9% 2,111,948 $181.7M
D. E. Shaw & Co. 0.21% Add +126.9% 2,054,988 $176.8M
DSM Capital Partners LLC 2.67% Add +16.7% 2,007,412 $172.7M
Two Sigma Investments, LP 0.38% New 1,844,423 $158.7M
Bank of Montreal 0.07% Add +53.7% 1,722,937 $148.2M
Citigroup Inc. 0.13% Add +18.6% 1,611,566 $138.6M
Stifel Financial Corp. 0.14% Reduce -13.7% 1,517,167 $130.5M
Dimensional Fund Advisors LP 0.03% Reduce -9.7% 1,483,769 $127.6M
UBS Group AG 0.03% Add +54.2% 1,476,638 $127.0M
Voloridge Investment Management, LLC 0.44% Add +134.9% 1,452,172 $124.9M
LPL Financial LLC 0.05% Reduce -0.5% 1,356,067 $116.6M
Ameriprise Financial Inc. 0.03% Add +9.5% 1,318,716 $113.3M
American Century Companies Inc. 0.06% Reduce -12.7% 1,281,161 $110.2M
Tiger Global Management 0.41% No change 1,269,000 $109.2M
Lazard Asset Management LLC 0.17% Reduce -3.5% 1,267,873 $109.1M
Corient Private Wealth LP 0.18% Reduce -8.7% 1,276,710 $106.6M
Marshall Wace, LLP 0.13% Add +544.0% 1,167,498 $100.4M
Jane Street Group, LLC 0.15% Add +962.2% 1,076,198 $92.6M
DAVENPORT & Co LLC 0.53% Add +75.1% 1,052,712 $90.5M
Barclays PLC 0.04% Add +137.2% 1,047,300 $90.1M
Two Sigma Advisers, LP 0.20% Add +649.0% 1,021,700 $87.9M
Baird Financial Group, Inc. 0.14% Add +0.4% 865,877 $74.5M
Qube Research & Technologies Ltd 0.12% Add +29.1% 855,142 $73.6M
Menora Mivtachim Holdings LTD. 0.45% New 842,968 $72.5M
Wellington Management Group LLP 0.01% Add +135.3% 830,435 $71.4M
Cerity Partners LLC 0.15% Reduce -4.2% 757,719 $69.3M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 791,998 $68.1M
National Bank of Canada 0.08% Add +166.1% 742,521 $63.9M
Mirae Asset Global Investments Co., Ltd. 0.26% Add +53.5% 729,965 $63.2M
Balyasny Asset Management L.P. 0.15% Add +38.5% 727,514 $62.6M
Capital Fund Management S.A. 0.62% Add +48.9% 724,350 $62.3M
Thornburg Investment Management Inc. 0.82% Reduce -5.0% 721,148 $62.0M
Armistice Capital, LLC 1.43% Add +26.0% 712,000 $61.2M
Saratoga Research & Investment Management 3.04% Reduce -1.1% 700,634 $60.3M
Cibc World Market Inc. 0.13% Add +6.2% 658,463 $56.6M
Sapient Capital LLC 1.07% Add +1.8% 651,855 $56.1M
Russell Investments Group, Ltd. 0.08% Add +81.2% 650,663 $56.0M
Hudson Bay Capital Management LP 0.40% Add +438.5% 642,000 $55.2M
Sei Investments Co. 0.07% Reduce -3.2% 640,449 $55.1M
Citadel Advisors 0.05% Add +53.3% 631,057 $54.3M
TD Asset Management Inc 0.05% Reduce -41.3% 598,638 $51.5M
Parnassus Investments, LLC 0.11% New 593,722 $51.1M
BNP Paribas Financial Markets 0.04% Add +94.8% 580,524 $49.9M
Vantage Investment Partners, LLC 4.35% Add +35.4% 580,417 $49.9M
First Trust Advisors LP 0.04% Add +845.7% 579,653 $49.9M
Truist Financial Corp. 0.08% Reduce -2.2% 563,234 $48.4M
PNC Financial Services Group, Inc. 0.03% Reduce -3.8% 540,047 $46.5M
Old Mission Capital LLC 1.01% New 503,079 $43.3M
Rockefeller Capital Management L.P. 0.11% Add +2.7% 497,667 $42.9M
Franklin Resources Inc. 0.01% Reduce -43.3% 497,081 $42.8M
Janus Henderson Group PLC 0.02% Reduce -44.4% 496,088 $42.7M
HighTower Advisors, LLC 0.06% Reduce -0.3% 478,244 $41.1M
Nichols & Pratt Advisers LLP 2.74% Reduce -2.1% 477,879 $41.1M
Ensign Peak Advisors, Inc 0.07% Reduce -40.1% 469,351 $40.4M
Van Eck Associates Corp. 0.05% Reduce -6.0% 462,985 $39.8M
Assetmark, Inc. 0.10% Add +1.6% 449,130 $38.6M
Commonwealth Equity Services, LLC 0.05% Reduce -4.8% 408,836 $35.2M
Focus Partners Wealth 0.09% Reduce -18.6% 408,683 $35.2M
Oppenheimer Asset Management Inc. 0.42% Add +2.0% 401,020 $34.5M
Optiver Holding B.V. 1.09% Add +3489.7% 393,069 $33.8M
M&T Bank Corp 0.11% Reduce -2.7% 379,658 $32.7M
MayTech Global Investments, LLC 3.83% Add +48.4% 377,752 $32.5M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -14.1% 376,456 $32.4M
Moran Wealth Management, LLC 1.02% Reduce -13.3% 372,693 $32.1M
Mariner, LLC 0.05% Add +4.8% 363,313 $31.3M
Modera Wealth Management, LLC 0.38% Reduce -1.7% 362,514 $31.2M
United Capital Financial Advisors, LLC 0.26% Reduce -14.4% 360,205 $31.0M
Townsquare Capital LLC 0.35% Reduce -5.0% 359,989 $31.0M
Millennium Management 0.03% Reduce -49.9% 355,215 $30.6M
Invesco Ltd. 0.01% Reduce -32.9% 349,208 $30.0M
Jia Investment Alliance Pte. LTD. 3.08% Add +20.5% 346,500 $29.8M
US Bancorp \de 0.04% Reduce -8.7% 334,977 $28.8M
NewEdge Advisors, LLC 0.17% Add +4.0% 334,968 $28.8M
Traynor Capital Management, Inc. 2.13% Add +4.8% 320,162 $27.5M
Clark Capital Management Group, Inc. 0.19% Reduce -39.4% 315,892 $27.2M
Penbrook Management LLC 18.33% Reduce -0.0% 312,400 $26.9M
Creative Planning 0.03% Add +4.7% 308,622 $26.5M
Sanctuary Advisors, LLC 0.16% Add +4.1% 304,856 $26.0M
Beacon Investment Advisory Services, Inc. 1.13% Add +0.2% 302,233 $26.0M
Orion Porfolio Solutions, LLC 0.26% Add +10.5% 297,996 $25.6M
Orion Portfolio Solutions, LLC 0.26% Add +10.5% 297,996 $25.6M
Glenmede Trust Co. NA 0.13% Add +0.7% 297,592 $25.6M
HSBC Holdings PLC 0.02% Add +128.2% 298,474 $25.6M
Capital Group Private Client Services, Inc. 0.23% Reduce -8.1% 293,664 $25.3M
Cutter & CO Brokerage, Inc. 6.09% Add +3.0% 290,101 $25.0M
O'shaughnessy Asset Management, LLC 0.21% Reduce -1.2% 289,561 $24.9M
Dillon & Associates Inc. 3.43% Add +1.4% 287,476 $24.7M
Scotia Capital Inc. 0.13% Add +2.1% 285,791 $24.6M
Susquehanna International Group, LLP 0.04% Reduce -67.9% 285,708 $24.6M
Martin Investment Management, LLC 6.66% Reduce -3.5% 282,163 $24.3M
Neuberger Berman Group LLC 0.02% Reduce -0.5% 282,083 $24.3M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -3.0% 280,813 $24.2M
Pathstone Holdings, LLC 0.10% Reduce -5.3% 274,901 $23.6M
MML Investors Services, LLC 0.08% Add +1.9% 274,230 $23.6M
Vontobel Holding Ltd. 0.08% Add +2068.4% 263,202 $22.6M
Parkwood LLC 2.77% Reduce -0.9% 261,595 $22.5M
Aberdeen Group plc 0.04% Add +12.0% 260,169 $22.3M
QRG Capital Management, Inc. 0.22% Add +0.8% 251,836 $21.7M
Cetera Investment Advisers 0.05% Reduce -12.8% 250,482 $21.5M
Osaic Holdings, Inc. 0.05% Reduce -21.5% 240,664 $20.7M
Trexquant Investment LP 0.23% Add +36.6% 232,246 $20.0M
Trillium Asset Management, LLC 0.52% Reduce -1.8% 232,166 $20.0M
Charles Schwab Investment Management Inc. 0.00% Add +10.4% 225,914 $19.4M
Dividend Assets Capital, LLC 3.58% Add +3.1% 214,615 $18.5M
JLB & Associates Inc. 2.50% Add +0.6% 214,365 $18.4M
Quantinno Capital Management LP 0.18% Add +4.9% 211,866 $18.2M
Cim, LLC 2.60% Reduce -3.9% 211,823 $18.2M
Guardian Capital LP 0.68% Add +1.1% 211,452 $18.2M
Tri Locum Partners LP 3.74% Add +212.2% 209,984 $18.1M
Alyeska Investment Group, L.P. 0.07% Reduce -74.3% 209,866 $18.1M
Group One Trading LLC 0.60% Add +136.7% 206,816 $17.8M
Alta Capital Management LLC/ 1.05% Reduce -0.3% 204,229 $17.6M
Artia Global Partners LP 6.94% Reduce -73.0% 200,000 $17.2M
Meritage Portfolio Management 1.06% Reduce -2.3% 199,087 $17.1M
Walter Public Investments Inc. 3.06% Add +18.4% 199,057 $17.1M
Carnegie Investment Counsel 0.49% Reduce -7.0% 198,545 $17.1M
Fiduciary Trust Co 0.22% Reduce -0.6% 197,566 $17.0M
Palisade Capital Management, LP 0.51% Reduce -2.0% 197,296 $17.0M
CI Investments Inc. 0.06% Add +1359.2% 196,435 $16.9M
Destination Wealth Management 0.53% Add +23.4% 196,143 $16.9M
Janney Montgomery Scott LLC 0.05% Reduce -26.2% 195,184 $16.8M
Mercer Global Advisors Inc. 0.04% Reduce -12.2% 194,018 $16.7M
Clifford Swan Investment Counsel LLC 0.59% Reduce -1.7% 190,500 $16.4M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -23.7% 187,671 $16.1M
Hantz Financial Services, Inc. 0.28% Add +1.1% 184,879 $15.9M
Hutchinson Capital Management 2.85% Add +0.3% 175,651 $15.1M
Lido Advisors, LLC 0.09% Add +0.4% 173,403 $14.9M
Ethic Inc. 0.30% Add +2.3% 171,622 $14.8M
AXA S.A. 0.04% Add +57.0% 168,195 $14.5M
South Street Advisors LLC 2.20% Reduce -10.4% 167,161 $14.4M
Federated Hermes, Inc. 0.03% Reduce -16.5% 165,448 $14.2M
Beese Fulmer Investment Management, Inc. 1.21% Add +0.8% 164,868 $14.2M
Atwater Malick LLC 4.68% Reduce -2.8% 162,228 $14.0M
Walleye Capital LLC 0.15% Reduce -35.7% 162,087 $13.9M
Mogy Joel R Investment Counsel Inc. 0.82% Reduce -19.6% 161,298 $13.9M
Atria Investments, Inc 0.17% Reduce -15.7% 156,038 $13.4M
Kornitzer Capital Management Inc. 0.26% Reduce -0.5% 155,462 $13.4M
PEAK6 LLC 0.52% — 155,126 $13.3M
Foundations Investment Advisors, LLC 0.26% Add +13.1% 154,404 $13.3M
Academy Capital Management 2.17% New 154,121 $13.3M
Nomura Holdings Inc. 0.07% Add +922.9% 152,794 $13.1M
Segment Wealth Management, LLC 0.88% Add +1.5% 150,038 $12.9M
Unisphere Establishment 0.11% Add +52.3% 148,500 $12.8M
Deutsche Bank AG 0.01% Reduce -0.6% 148,482 $12.8M
Calamos Advisors LLC 0.08% Reduce -33.4% 146,866 $12.6M
Marietta Investment Partners LLC 2.76% Reduce -11.8% 145,698 $12.5M
Northstar Asset Management Inc. 3.22% Reduce -1.3% 142,757 $12.3M
Kestra Advisory Services, LLC 0.07% Add +11.0% 138,968 $12.0M
Oppenheimer & Co. Inc. 0.18% Reduce -6.3% 138,066 $11.9M
Captrust Financial Advisors 0.03% Reduce -12.0% 136,586 $11.7M
Altrafin AG 4.07% Add +37.4% 136,446 $11.7M
Hardman Johnston Global Advisors LLC 0.48% Reduce -6.4% 134,960 $11.6M
Birch Capital Management, LLC 5.83% Reduce -3.9% 134,623 $11.6M
Thrivent Financial for Lutherans 0.02% Reduce -6.9% 120,635 $11.5M
Parallax Volatility Advisers, L.P. 0.29% Add +31.0% 133,087 $11.4M
New York State Common Retirement Fund 0.02% Add +66.8% 131,236 $11.3M
&partners 0.14% Add +170.1% 128,345 $11.3M
F/m Investments LLC 0.41% Reduce -27.9% 130,366 $11.2M
Hikari Power Ltd 0.97% No change 130,300 $11.2M
Obermeyer Wealth Partners 0.58% Add +13.3% 130,104 $11.2M
Steward Partners Investment Advisory, LLC 0.10% Reduce -28.9% 128,980 $11.1M
Silvercrest Asset Management Group LLC 0.07% Add +3.1% 127,998 $11.0M
Choreo, LLC 0.16% Add +161.9% 127,964 $11.0M
Guardian Partners Inc. 1.11% — 127,391 $10.9M
Y-Intercept (Hong Kong) Ltd 0.72% Add +199.8% 125,081 $10.8M
Rothschild Investment LLC 0.69% Add +34.2% 122,112 $10.5M
Tudor Investment Corporation 0.11% Add +757.8% 122,042 $10.5M
Cabot Wealth Management Inc. 1.32% Add +2.4% 121,195 $10.4M
Leonteq Securities AG 1.02% Add +247.2% 120,989 $10.4M
Ritholtz Wealth Management 0.31% Add +2.0% 120,826 $10.4M
Heathbridge Capital Management Ltd. 4.11% New 120,200 $10.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -4.7% 116,726 $10.0M
Headinvest, LLC 1.89% Reduce -2.9% 116,227 $10.0M
Brown Advisory Inc. 0.01% Add +3.4% 115,747 $10.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.09% Add +253.8% 113,688 $9.9M
Cullen/Frost Bankers, Inc. 0.14% Add +0.1% 115,442 $9.9M
W1M Asset Management Ltd 0.84% Add +11.4% 114,891 $9.9M
Borer Denton & Associates, Inc. 3.39% Reduce -1.1% 113,181 $9.7M
TD Waterhouse Canada Inc. 0.08% Reduce -44.8% 111,830 $9.6M
Vanguard Personalized Indexing Management, LLC 0.14% Reduce -10.0% 111,158 $9.6M
Woodmont Investment Counsel LLC 0.70% Add +276.2% 110,551 $9.5M
Artisan Partners Limited Partnership 0.01% Reduce -9.7% 110,535 $9.5M
Eagle Global Advisors LLC 0.39% Add +0.3% 110,128 $9.5M
SG Americas Securities, LLC 0.04% Add +379.8% 107,725 $9.3M
Lynch Asset Management, Inc. 3.73% Add +0.6% 106,950 $9.2M
Busey Bank 0.30% Add +108.5% 106,434 $9.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% Reduce -2.1% 103,680 $8.9M
Stephens Inc. 0.12% Reduce -34.9% 103,418 $8.9M
Wesbanco Bank Inc. 0.30% Add +22.9% 103,116 $8.9M
Bfsg, LLC 1.04% Add +18.9% 102,992 $8.9M
Park Avenue Securities LLC 0.09% Add +7.4% 102,657 $8.8M
Caption Management, LLC 0.36% Add +659.6% 101,750 $8.8M
Motley Fool Wealth Management, LLC 0.45% Reduce -9.2% 102,135 $8.7M
Massachusetts Financial Services Co. 0.00% Add +25.7% 100,108 $8.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Add +2249.3% 99,470 $8.6M
Segall Bryant & Hamill, LLC 0.12% Reduce -68.9% 99,183 $8.5M
Hamilton Wealth, LLC 2.06% Add +414.8% 98,627 $8.5M
Sphera Funds Management LTD. 1.56% Add +25.6% 98,080 $8.4M
Prospera Financial Services Inc 0.19% Add +12.4% 97,201 $8.4M
Shikiar Asset Management Inc. 2.43% Reduce -13.6% 96,159 $8.3M
Laird Norton Wetherby Wealth Management, LLC 0.39% Reduce -5.9% 95,546 $8.2M
Transform Wealth, LLC 0.46% Add +6.7% 95,317 $8.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +3.2% 95,080 $8.2M
Cwm, LLC 0.03% Reduce -1.1% 94,594 $8.1M
Euro Pacific Asset Management, LLC 1.72% Reduce -3.0% 91,390 $8.0M
Rwa Wealth Partners, LLC 0.10% Add +48.8% 90,823 $7.8M
Virtu Financial LLC 0.41% Add +167.5% 90,751 $7.8M
Eastern Bank 0.14% Add +0.6% 90,450 $7.8M
Great Valley Advisor Group, Inc. 0.17% Add +158.1% 90,097 $7.7M
Senator Investment Group LP 0.23% Reduce -10.0% 90,000 $7.7M
Stansberry Asset Management, LLC 1.03% Add +38.7% 86,601 $7.4M
Lester Murray Antman dba SimplyRich 2.11% Reduce -0.1% 86,079 $7.4M
Main Street Research LLC 0.46% Reduce -81.4% 85,803 $7.4M
Bard Financial Services, Inc. 0.88% Reduce -3.9% 85,390 $7.3M
Harbour Trust & Investment Management Co 0.83% Reduce -14.8% 85,066 $7.3M
Tidal Investments LLC 0.06% Add +1059.3% 84,667 $7.3M
Harbour Investment Management LLC 3.17% Reduce -0.8% 83,911 $7.2M
RKL Wealth Management LLC 0.64% Reduce -0.9% 83,710 $7.2M
Gerber Kawasaki Wealth & Investment Management 0.31% Reduce -20.0% 83,311 $7.2M
Nemes Rush Group LLC 0.88% Reduce -10.9% 83,165 $7.2M
RPG Investment Advisory, LLC 0.96% Add +42.4% 83,144 $7.2M
Wedbush Securities Inc. 0.25% Reduce -5.2% 82,711 $7.1M
Equitable Trust Co. 0.40% Reduce -2.8% 82,631 $7.1M
Avantax Advisory Services, Inc. 0.04% Reduce -8.3% 81,853 $7.0M
Level Four Advisory Services, LLC 0.29% Reduce -17.0% 81,159 $7.0M
Abc Arbitrage SA 0.99% — 80,387 $6.9M
Heirloom Wealth Management 2.07% Add +7.4% 80,148 $6.9M
St Germain D J Co. Inc. 0.31% Reduce -1.1% 79,961 $6.9M
Eldred Rock Partners, LLC 2.36% Reduce -16.8% 75,851 $6.9M
Advisors Asset Management, Inc. 0.13% Reduce -18.1% 79,239 $6.8M
Private Advisor Group, LLC 0.04% Reduce -16.4% 77,840 $6.7M
Federation des caisses Desjardins du Quebec 0.03% Add +79.3% 77,554 $6.7M
JARISLOWSKY, FRASER Ltd 0.04% Add +5.4% 77,441 $6.7M
Bar Harbor Wealth Management 0.43% Reduce -34.0% 76,999 $6.6M
Wendell David Associates Inc. 0.65% Add +0.3% 76,847 $6.6M
Signaturefd, LLC 0.12% Reduce -3.2% 76,107 $6.5M
Bessemer Group Inc. 0.01% Reduce -1.5% 75,753 $6.5M
Westpac Banking Corp. 0.43% Add +18.9% 75,746 $6.5M
Greenfield Seitz Capital Management, LLC 2.47% Add +15.8% 75,550 $6.5M
Whittier Trust Co. of Nevada Inc. 0.16% Reduce -0.2% 73,719 $6.3M
Banco Santander, S.A. 0.08% Add +6.0% 73,033 $6.3M
Employees Retirement System of Texas 0.06% Add +9.9% 72,964 $6.3M
CIBC Asset Management Inc 0.02% Add +5.7% 73,547 $6.3M
Independent Advisor Alliance 0.08% Add +1.6% 72,642 $6.2M
Lockheed Martin Investment Management Co. 0.25% Add +286.9% 72,550 $6.2M
Van Hulzen Asset Management, LLC 0.45% Add +0.5% 72,257 $6.2M
Jones Financial Companies LLLP 0.01% Add +61.6% 72,052 $6.2M
Bartlett & Co. Wealth Management LLC 0.09% No change 71,745 $6.2M
Geo Capital Gestora de Recursos Ltd 7.91% Add +157.9% 71,341 $6.1M
Shorepoint Capital Partners LLC 1.40% Add +0.6% 71,245 $6.1M
Nilsine Partners, LLC 0.65% Add +2.6% 70,741 $6.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +15.6% 70,716 $6.1M
Evelyn Partners Asset Management Ltd 1.64% — 70,675 $6.1M
Exchange Traded Concepts, LLC 0.12% Add +10.2% 70,505 $6.1M
Bleakley Financial Group, LLC 0.18% Reduce -11.5% 70,093 $6.0M
Sivik Global Healthcare LLC 3.33% Reduce -22.2% 70,000 $6.0M
NorthCoast Asset Management LLC 0.03% Reduce -15.3% 69,460 $6.0M
Ipswich Investment Management Co., Inc. 1.43% Reduce -1.8% 69,280 $6.0M
Synovus Financial Corp. 0.08% Add +26.3% 69,094 $5.9M
Sit Investment Associates Inc. 0.13% Reduce -29.8% 68,108 $5.9M
Advisory Services Network, LLC 0.11% Reduce -28.7% 67,826 $5.8M
Compagnie Lombard Odier SCmA 0.09% Add +5.0% 67,745 $5.8M
Keybank National Association 0.02% Add +1.5% 66,497 $5.7M
Capital International, Inc. 0.07% Add +30.5% 66,448 $5.7M
EagleClaw Capital Managment, LLC 0.90% No change 65,850 $5.7M
McKinley Carter Wealth Services, Inc. 0.34% Add +2.9% 64,424 $5.5M
Buckingham Capital Management, Inc. 0.63% Add +97.0% 64,078 $5.5M
Blair William & Co. 0.02% Reduce -19.7% 63,973 $5.5M
Norman Fields, Gottscho Capital Management, LLC 1.80% Add +45.3% 63,732 $5.5M
HUB Investment Partners, LLC 0.23% Add +3.0% 63,668 $5.5M
Wisconsin Capital Management LLC 2.99% Reduce -5.7% 63,179 $5.4M
Hussman Strategic Advisors, Inc. 1.60% Add +25.0% 63,000 $5.4M
Victory Capital Management Inc. 0.01% Add +58.5% 62,897 $5.4M
Prime Capital Investment Advisors, LLC 0.08% Reduce -2.5% 62,612 $5.4M
Squarepoint Ops LLC 0.01% Add +204.1% 62,485 $5.4M
Caprock Group, LLC 0.18% Add +1.6% 62,265 $5.4M
Harmony Asset Management LLC 2.11% Add +1.6% 61,777 $5.3M
Naviter Wealth, LLC 0.64% Reduce -1.5% 61,658 $5.3M
Zevin Asset Management LLC 0.77% Add +47.0% 60,708 $5.2M
Pittenger & Anderson Inc. 0.19% Add +5.8% 60,453 $5.2M
Brown Brothers Harriman & Co. 0.04% Add +60.9% 60,121 $5.2M
683 Capital Management, LLC 0.57% New 60,000 $5.2M
Condor Capital Management 0.45% Add +166.2% 59,846 $5.1M
Whittier Trust Co. 0.07% Add +29.2% 59,186 $5.1M
Edge Capital Group, LLC 0.22% Add +1.1% 58,465 $5.0M
EP Wealth Advisors, LLC 0.04% Reduce -23.1% 58,105 $5.0M
McCarter Private Wealth Services LLC 3.16% Reduce -0.1% 57,908 $5.0M
Round Hill Asset Management 3.51% No change 57,899 $5.0M
Bradley Foster & Sargent Inc. 0.08% Reduce -2.9% 57,764 $5.0M
Sawyer & Company, Inc 1.84% New 57,691 $5.0M
Rhumbline Advisers 0.00% Reduce -8.8% 57,641 $5.0M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -10.1% 57,477 $4.9M
Cresset Asset Management, LLC 0.02% Reduce -60.1% 56,836 $4.9M
Pictet North America Advisors SA 0.46% Add +1.5% 56,124 $4.8M
IMC-Chicago, LLC 0.13% Reduce -15.7% 56,005 $4.8M
Procyon Advisors, LLC 0.30% Reduce -12.8% 55,471 $4.8M
Hayek Kallen Investment Management 1.73% Reduce -2.4% 55,220 $4.8M
Americana Partners, LLC 0.19% Add +6.1% 55,100 $4.7M
Roundview Capital LLC 0.33% Add +10.9% 54,738 $4.7M
Wilson & Boucher Capital Management, LLC 3.33% Reduce -3.0% 54,638 $4.7M
Aperture Investors, LLC 0.61% No change 54,460 $4.7M
Portside Wealth Group, LLC 0.76% Reduce -9.0% 53,685 $4.6M
Boston Common Asset Management, LLC 0.13% Add +5.9% 53,260 $4.6M
Yousif Capital Management, LLC 0.05% No change 52,796 $4.5M
Ingalls & Snyder LLC 0.18% Add +1.9% 52,646 $4.5M
Capital Advisors Inc. 0.09% Reduce -2.5% 65,183 $4.5M
Capital Insight Partners, LLC 0.78% Add +13.0% 52,212 $4.5M
Henry James International Management Inc. 1.62% Reduce -0.0% 52,149 $4.5M
Tocqueville Asset Management L.P. 0.07% Reduce -43.5% 52,127 $4.5M
Stratos Investment Management, LLC 0.27% Reduce -1.3% 51,487 $4.4M
AQR Capital Management 0.01% Add +0.7% 51,341 $4.4M
Equitable Holdings, Inc. 0.04% Reduce -32.6% 51,276 $4.4M
Crossmark Global Holdings, Inc. 0.08% Reduce -2.9% 51,096 $4.4M
Marex Group Ltd 0.07% Add +749.1% 50,947 $4.4M
Wolverine Trading, LLC 0.10% Add +166.0% 51,009 $4.4M
Farther Finance Advisors, LLC 0.16% Add +69.1% 50,283 $4.3M
Means Investment Co., Inc. 0.45% Reduce -3.5% 50,140 $4.3M
Rhenman & Partners Asset Management AB 0.44% Reduce -50.0% 50,000 $4.3M
Eukles Asset Management 1.82% Reduce -7.3% 49,645 $4.3M
Sig Brokerage, LP 2.00% — 49,626 $4.3M
Bremer Bank National Association 0.84% Add +1.9% 49,479 $4.3M
HRT Financial LP 0.02% New 49,475 $4.3M
Snowden Capital Advisors LLC 0.13% Reduce -55.2% 49,433 $4.3M
Channel Wealth LLC 1.38% Reduce -13.8% 49,419 $4.3M
Private Wealth Partners, LLC 0.32% Add +48.5% 49,300 $4.2M
SouthState Bank Corp 0.28% Reduce -2.9% 49,251 $4.2M
Voya Investment Management LLC 0.01% Reduce -39.2% 49,245 $4.2M
Brown, Lisle/Cummings, Inc. 1.25% Reduce -2.7% 48,858 $4.2M
CPC Advisors, LLC 0.57% Reduce -11.5% 48,796 $4.2M
Baldwin Wealth Partners LLC 0.29% Reduce -11.8% 48,708 $4.2M
Kestra Private Wealth Services, LLC 0.07% Add +37.8% 48,640 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -89.3% 48,477 $4.2M
Verdence Capital Advisors LLC 0.34% Add +12.8% 48,467 $4.2M
Cardinal Capital Management 0.65% Add +0.3% 48,401 $4.2M
Princeton Capital Management LLC 1.29% Reduce -1.5% 48,287 $4.2M
Fifth Third Bancorp 0.02% Reduce -0.3% 48,243 $4.1M
Parallel Advisors, LLC 0.09% Reduce -6.4% 48,119 $4.1M
Capital Research Global Investors 0.00% Reduce -12.1% 48,250 $4.1M
Quantitative Investment Management, LLC 0.31% New 47,676 $4.1M
Talbot Financial, LLC 0.48% New 47,266 $4.1M
Comgest Global Investors S.A.S. 0.07% No change 46,898 $4.0M
Choate Investment Advisors 0.10% Add +10.1% 46,863 $4.0M
Engineers Gate Manager LP 0.07% Add +133.6% 46,752 $4.0M
Sendero Wealth Management, LLC 0.59% Add +35.4% 46,413 $4.0M
Fortis Capital Management LLC 0.73% Add +31.7% 45,888 $3.9M
Meridian Investment Counsel Inc. 1.17% Add +95.4% 45,697 $3.9M
MAI Capital Management 0.03% Add +57.7% 45,677 $3.9M
Pinnacle Financial Partners Inc 0.08% Reduce -32.8% 44,861 $3.9M
Boston Family Office LLC 0.26% Add +0.6% 44,804 $3.9M
Independent Financial Group, LLC 0.13% Add +264.6% 44,444 $3.8M
Sentinel Trust Co. Lba 0.44% Add +0.4% 44,366 $3.8M
Brookmont Capital Management 2.04% Add +12.4% 44,309 $3.8M
Regions Financial Corp. 0.03% Reduce -2.6% 44,257 $3.8M
Apollon Wealth Management, LLC 0.09% Add +13.9% 44,228 $3.8M
Riggs Asset Managment Co. Inc. 1.01% Reduce -0.6% 44,100 $3.8M
Fairfield Financial Advisors, LTD 1.33% Reduce -15.9% 43,804 $3.8M
Nomura Asset Management Co. Ltd. 0.01% Add +113.2% 43,776 $3.8M
CIBC Private Wealth Group LLC 0.01% Reduce -23.8% 43,879 $3.8M
First American Trust, FSB 0.37% Add +0.3% 43,548 $3.7M
Stiles Financial Services Inc 1.35% Reduce -3.3% 43,482 $3.7M
Thoroughbred Financial Services, LLC 0.23% Add +3.5% 43,245 $3.7M
OneDigital Investment Advisors LLC 0.04% Add +18.2% 42,342 $3.6M
Atria Wealth Solutions, Inc. 0.04% Add +5.8% 42,337 $3.6M
Forte Capital LLC 0.41% Reduce -35.0% 42,278 $3.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -58.3% 42,251 $3.6M
Pinnacle Associates Ltd. 0.05% Add +25.5% 41,467 $3.6M
Vident Advisory, LLC 0.06% Reduce -3.6% 41,461 $3.6M
UMB Bank, n.a. 0.06% Reduce -0.8% 41,430 $3.6M
ICW Investment Advisors LLC 1.48% Add +1.2% 41,142 $3.5M
DGS Capital Management, LLC 0.88% Reduce -2.9% 40,795 $3.5M
NewEdge Wealth, LLC 0.06% Reduce -14.2% 40,774 $3.5M
Nicollet Investment Management, Inc. 1.20% Reduce -1.5% 40,621 $3.5M
Norden Group LLC 0.39% Reduce -11.8% 40,321 $3.5M
Generate Investment Management Ltd 0.24% No change 39,962 $3.4M
Wealth Advisory Solutions, LLC 0.95% Add +47.1% 39,434 $3.4M
Walleye Trading LLC 0.07% Reduce -86.9% 38,578 $3.3M
Benedict Financial Advisors Inc. 0.81% Reduce -3.8% 38,551 $3.3M
Icon Wealth Advisors, LLC 0.27% Reduce -0.4% 38,518 $3.3M
Lighthouse Investment Partners, LLC 0.13% New 38,500 $3.3M
Beacon Pointe Advisors, LLC 0.04% Reduce -16.4% 37,900 $3.3M
Union Heritage Capital, LLC 1.19% No change 37,528 $3.2M
Arjuna Capital 0.86% Reduce -20.6% 37,517 $3.2M
JCIC Asset Management Inc. 1.30% Add +1.8% 37,207 $3.2M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -7.0% 36,734 $3.2M
Cannell & Spears LLC 0.06% Add +636.3% 36,677 $3.2M
Zions Bancorporation, N.A. 0.20% Add +97.7% 36,639 $3.2M
Teewinot Capital Advisers, L.L.C. 0.32% New 36,497 $3.1M
Garrison Point Advisors, LLC 1.48% New 36,268 $3.1M
Banque Pictet & Cie SA 0.03% Add +66.4% 36,179 $3.1M
Beverly Hills Private Wealth, LLC 0.63% Add +20.7% 36,155 $3.1M
Qtron Investments LLC 0.43% Reduce -15.9% 35,765 $3.1M
FORA Capital, LLC 0.35% Reduce -19.8% 35,756 $3.1M
Greenleaf Trust 0.03% Reduce -0.4% 35,652 $3.1M
Penobscot Investment Management Company, Inc. 0.28% Reduce -14.1% 35,569 $3.1M
Concourse Financial Group Securities, Inc. 0.17% Reduce -18.6% 37,910 $3.1M
Ieq Capital, LLC 0.03% Reduce -5.0% 35,431 $3.0M
Quadrant Capital Group LLC 0.21% Reduce -7.3% 35,393 $3.0M
Cantor Fitzgerald, L. P. 0.12% New 35,073 $3.0M
Concurrent Investment Advisors, LLC 0.08% Reduce -3.8% 35,049 $3.0M
Gabelli Funds LLC 0.02% No change 35,048 $3.0M
North Star Asset Management Inc. 0.13% Reduce -0.3% 34,433 $3.0M
Principal Securities, Inc. 0.07% Reduce -18.6% 34,020 $2.9M
Clean Yield Group 0.93% Reduce -1.5% 33,876 $2.9M
Aviso Financial Inc. 0.15% Add +2.8% 33,867 $2.9M
Elevation Point Wealth Partners, LLC 0.23% Reduce -16.6% 33,708 $2.9M
Texas Yale Capital Corp. 0.11% Reduce -4.6% 33,221 $2.9M
Guild Investment Management, Inc. 3.09% Add +27.9% 32,953 $2.8M
Schechter Investment Advisors, LLC 0.22% Reduce -2.7% 32,843 $2.8M
Freestone Capital Holdings, LLC 0.10% Reduce -1.5% 32,720 $2.8M
Wambolt & Associates, LLC 0.90% Reduce -9.2% 32,415 $2.8M
D.A. Davidson & Co. 0.02% Reduce -36.8% 32,379 $2.8M
Valeo Financial Advisors, LLC 0.08% Reduce -15.4% 32,234 $2.8M
Toronto Dominion Bank 0.01% Add +116.6% 32,195 $2.8M
Compound Planning, Inc. 0.14% Add +4.8% 32,146 $2.8M
Performance Wealth Partners, LLC 0.09% Reduce -79.9% 31,953 $2.7M
Evergreen Capital Management LLC 0.09% Add +7.3% 31,705 $2.7M
Sequoia Financial Advisors, LLC 0.03% Add +0.5% 31,670 $2.7M
Commerce Bank 0.02% Reduce -2.7% 31,659 $2.7M
CWA Asset Management Group, LLC 0.14% New 31,644 $2.7M
Capital International Sarl 0.06% Add +2.6% 31,634 $2.7M
Stonegate Investment Group, LLC 0.07% Add +4.3% 31,599 $2.7M
Kavar Capital Partners Group, LLC 0.46% Reduce -0.5% 31,599 $2.7M
Dorsey & Whitney Trust CO LLC 0.15% Add +0.4% 31,494 $2.7M
Centiva Capital, LP 0.10% Add +50.1% 31,367 $2.7M
Allworth Financial LP 0.01% Add +6.0% 33,399 $2.7M
Alliance Wealth Advisors, LLC 0.69% Reduce -2.8% 31,005 $2.7M
Venturi Wealth Management, LLC 0.13% Reduce -17.7% 30,629 $2.6M
Auxano Advisors, LLC 0.66% Add +1.4% 30,443 $2.6M
Callan Family Office, LLC 0.17% New 30,283 $2.6M
Claret Asset Management Corp 0.41% Add +314.4% 30,212 $2.6M
Great Diamond Partners, LLC 0.67% Reduce -0.5% 30,104 $2.6M
Baron Capital (BAMCO) 0.01% Reduce -11.7% 30,020 $2.6M
Arrow Capital Pty Ltd 2.36% — 30,000 $2.6M
Settian Capital LP 1.86% No change 30,000 $2.6M
SALT Holding Corp. 3.28% — 29,971 $2.6M
Global Retirement Partners, LLC 0.07% Add +7.0% 29,827 $2.6M
Axxcess Wealth Management, LLC 0.06% Add +8.3% 29,748 $2.6M
Cumberland Partners Ltd 0.18% New 29,679 $2.6M
Arlington Partners LLC 0.98% No change 29,412 $2.5M
Peapack Gladstone Financial Corp. 0.04% Add +3.4% 29,113 $2.5M
Souders Financial Advisors 0.35% Reduce -26.9% 29,060 $2.5M
Chilton Investment Co. Inc. 0.06% Add +501.3% 29,025 $2.5M
Grace & White Inc. 0.47% No change 29,000 $2.5M
Renaissance Investment Group LLC 0.52% Reduce -30.7% 28,825 $2.5M
Private Trust Co. NA 0.25% Reduce -4.2% 28,598 $2.5M
Ballentine Partners, LLC 0.04% Add +6.9% 28,589 $2.5M
Capital International Ltd. 0.10% Add +15.6% 28,528 $2.5M
Bennett Selby Investments LP 0.96% Add +7.9% 28,225 $2.4M
Cary Street Partners Financial LLC 0.08% — 28,052 $2.4M
Coppell Advisory Solutions LLC 0.34% Add +31.6% 28,048 $2.4M
Polar Asset Management Partners Inc. 0.05% Add +86.0% 27,900 $2.4M
Credit Agricole S A 0.01% Add +632.1% 27,820 $2.4M
Natixis 0.02% Add +966.7% 27,798 $2.4M
Gibbs Wealth Management 0.65% Add +20.0% 27,719 $2.4M
Hodges Capital Management Inc. 0.14% Reduce -73.1% 23,714 $2.4M
Fortune Financial Advisors, LLC 2.14% Add +2.1% 27,386 $2.4M
Mutual Advisors, LLC 0.07% Reduce -10.5% 28,227 $2.3M
Personal Cfo Solutions, LLC 0.46% Reduce -12.2% 27,131 $2.3M
Central Bank & Trust Co. 0.35% Reduce -14.5% 27,087 $2.3M
Trust Co. of Vermont 0.11% Reduce -3.7% 26,981 $2.3M
Benjamin Edwards Inc. 0.03% Add +4.8% 26,925 $2.3M
Pacer Advisors, Inc. 0.01% Add +0.2% 26,890 $2.3M
Haverford Trust Co 0.02% Add +0.2% 26,839 $2.3M
Cynosure Group, LLC 0.34% Add +246.6% 26,710 $2.3M
Vestmark Advisory Solutions, Inc. 0.08% Add +2.4% 26,623 $2.3M
Harrington Investments, INC 1.24% Add +0.3% 26,175 $2.3M
Cloverfields Capital Group, LP 0.72% Add +12.6% 25,876 $2.2M
Global Trust Asset Management, LLC 0.84% Reduce -2.6% 25,854 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.4% 25,773 $2.2M
Mission Wealth Management, LP 0.05% Reduce -5.0% 25,494 $2.2M
Donaldson Capital Management, LLC 0.08% Reduce -17.7% 25,487 $2.2M
Wealthcare Advisory Partners LLC 0.06% Add +74.3% 25,425 $2.2M
Stratos Wealth Partners, LTD. 0.03% Reduce -11.1% 25,361 $2.2M
Callan Capital, LLC 0.16% Reduce -4.2% 25,319 $2.2M
Checchi Capital Advisers, LLC 0.16% Reduce -0.6% 25,309 $2.2M
Syon Capital LLC 0.20% Reduce -5.9% 25,279 $2.2M
Pinkerton Wealth, LLC 0.32% Add +1.3% 25,247 $2.2M
Integrated Wealth Concepts LLC 0.03% Reduce -24.1% 25,082 $2.2M
Tower View Wealth Management LLC 1.14% Add +5.8% 25,035 $2.2M
LMR Partners LLP 0.05% Reduce -60.6% 24,999 $2.2M
Strong Tower Advisory Services 0.56% Add +6.2% 24,991 $2.1M
Alaethes Wealth, LLC 0.77% Add +1.0% 24,922 $2.1M
Bayesian Capital Management, LP 0.26% New 24,900 $2.1M
Legacy Advisory Services, LLC 1.82% Add +28.9% 24,835 $2.1M
Diversify Wealth Management, LLC 0.17% Reduce -31.0% 24,693 $2.1M
Freedom Day Solutions, LLC 0.64% Add +1.7% 24,750 $2.1M
Dynamic Advisor Solutions LLC 0.09% Reduce -10.1% 24,480 $2.1M
Oliver Lagore Vanvalin Investment Group 0.54% Add +55.3% 24,420 $2.1M
Grey Ledge Advisors, LLC 0.54% Add +96.3% 24,394 $2.1M
Dakota Wealth Management 0.05% Reduce -29.3% 23,984 $2.1M
Verde Capital Management 0.58% Add +115.6% 23,904 $2.1M
Forum Financial Management, LP 0.03% Add +0.9% 23,897 $2.1M
Karani Asset Management LLC 1.91% — 23,788 $2.0M
Iams Wealth Management, LLC 0.94% Add +39.8% 23,772 $2.0M
Diamant Asset Management, Inc. 1.30% Add +49.4% 23,700 $2.0M
Kennedy Capital Management LLC 0.04% New 23,514 $2.0M
Hikari Tsushin, Inc. 0.15% No change 23,512 $2.0M
Quattro Financial Advisors LLC 0.52% New 3,480 $2.0M
Cavalier Investments, LLC 0.67% Add +4.3% 23,429 $2.0M
Meridian Wealth Management, LLC 0.10% Reduce -81.6% 23,377 $2.0M
AlphaCentric Advisors LLC 2.00% New 23,334 $2.0M
Nia Impact Advisors, LLC 0.65% Add +1.8% 23,200 $2.0M
Rossmore Private Capital 0.25% Add +0.2% 23,193 $2.0M
Stegent Equity Advisors, Inc. 2.02% Add +34.4% 23,157 $2.0M
Exencial Wealth Advisors, LLC 0.07% Add +0.5% 23,094 $2.0M
Alliancebernstein L.P. 0.00% Reduce -2.0% 23,014 $2.0M
Clearstead Advisors, LLC 0.03% Reduce -0.1% 22,914 $2.0M
Boothbay Fund Management, LLC 0.06% Reduce -65.5% 22,833 $2.0M
Ellevest, Inc. 0.11% Reduce -3.5% 22,644 $1.9M
Ashton Thomas Private Wealth, LLC 0.07% Add +40.6% 22,364 $1.9M
Ramirez Asset Management, Inc. 0.39% Reduce -1.4% 22,333 $1.9M
Financial Gravity Companies, Inc. 0.44% Add +10.1% 22,321 $1.9M
First Hawaiian Bank 0.06% Add +30.3% 22,259 $1.9M
Guggenheim Capital LLC 0.02% Reduce -22.5% 22,119 $1.9M
Human Investing LLC 0.34% Reduce -3.8% 22,006 $1.9M
William Blair Investment Management, LLC 0.00% Reduce -58.4% 22,002 $1.9M
Inspire Trust Co, N.A. 0.48% New 22,000 $1.9M
Salem Investment Counselors Inc. 0.06% Add +2.3% 21,926 $1.9M
Hunter Associates Investment Management LLC 0.29% Add +0.4% 21,878 $1.9M
Patten & Patten Inc. 0.12% Add +480.5% 21,855 $1.9M
Baldwin Investment Management, LLC 0.24% Reduce -2.0% 21,740 $1.9M
World Investment Advisors 0.05% Add +55.9% 21,706 $1.9M
Frank, Rimerman Advisors LLC 0.14% Reduce -49.7% 21,641 $1.9M
Signet Investment Advisory Group, Inc. 0.95% No change 21,575 $1.9M
Aaron Wealth Advisors LLC 0.22% Add +6.9% 21,572 $1.9M
Bank Ozk 0.77% Reduce -1.9% 21,513 $1.9M
Delta Financial Group, Inc. 0.43% New 21,469 $1.8M
NBT Bank, N.A. 0.13% No change 21,400 $1.8M
Redhawk Wealth Advisors, Inc. 0.25% Add +12.7% 21,361 $1.8M
River Wealth Advisors LLC 0.24% Reduce -39.0% 21,343 $1.8M
Sowell Financial Services LLC 0.10% Reduce -15.8% 21,303 $1.8M
Claro Advisors Inc. 0.25% Reduce -18.5% 21,272 $1.8M
Logan Capital Management Inc. 0.08% Reduce -27.8% 21,225 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -95.1% 20,853 $1.8M
Welch & Forbes LLC 0.02% Reduce -1.2% 21,176 $1.8M
Connable Office Inc. 0.19% No change 21,168 $1.8M
Lighthouse Financial LLC 1.47% — 21,051 $1.8M
Huntington National Bank 0.02% Add +15.5% 21,027 $1.8M
Solstein Capital, LLC 1.00% Reduce -19.4% 20,837 $1.8M
Capital Wealth Planning, LLC 0.02% Reduce -5.0% 20,792 $1.8M
Lebenthal Global Advisors, LLC 0.33% Add +32.9% 20,736 $1.8M
Coldstream Capital Management Inc. 0.04% Reduce -7.4% 20,717 $1.8M
Avior Wealth Management, LLC 0.06% Add +13.9% 20,597 $1.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +98.3% 20,376 $1.8M
Cidel Asset Management Inc. 0.12% Reduce -6.0% 20,591 $1.8M
Hilltop National Bank 0.53% Reduce -0.6% 20,576 $1.8M
Glenview Trust Co 0.03% Add +55.8% 20,566 $1.8M
Elm3 Financial Group, LLC 1.51% — 20,536 $1.8M
GUARDCAP ASSET MANAGEMENT Ltd 0.03% Reduce -0.3% 20,450 $1.8M
Vise Technologies, Inc. 0.15% Add +4.4% 20,443 $1.8M
West Family Investments, Inc. 0.61% Reduce -2.3% 20,373 $1.8M
Ascent Group, LLC 0.13% Reduce -12.3% 20,314 $1.7M
International Assets Investment Management, LLC 0.15% Add +30.7% 19,908 $1.7M
Carnegie Lake Advisors LLC 0.70% No change 20,250 $1.7M
Joel Isaacson & Co., LLC 0.08% No change 20,213 $1.7M
Kathmere Capital Management, LLC 0.16% Reduce -6.9% 20,160 $1.7M
Mgo One Seven LLC 0.07% Add +13.7% 20,066 $1.7M
CreativeOne Wealth, LLC 0.05% Reduce -2.0% 20,044 $1.7M
Keeler Thomas Management LLC 0.61% Reduce -0.2% 20,027 $1.7M
Five Oceans Advisors 0.79% No change 20,025 $1.7M
China Universal Asset Management Co., Ltd. 0.16% Reduce -4.8% 20,000 $1.7M
Chilton Capital Management LLC 0.07% No change 20,000 $1.7M
Ironwood Investment Management LLC 0.85% Add +0.9% 19,912 $1.7M
Sepio Capital, LP 0.14% Reduce -0.7% 19,904 $1.7M
Wilmington Savings Fund Society, FSB 0.03% Reduce -31.4% 19,881 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Add +9.4% 19,742 $1.7M
Augustine Asset Management Inc. 0.45% New 19,684 $1.7M
Executive Wealth Management, LLC 0.13% Reduce -3.3% 19,634 $1.7M
Calamos Wealth Management LLC 0.08% Reduce -37.7% 19,413 $1.7M
Bond & Devick Financial Network, Inc. 0.71% No change 14,022 $1.7M
Sagespring Wealth Partners, LLC 0.04% — 19,344 $1.7M
Dynamic Technology Lab Private Ltd 0.27% Add +42.8% 19,346 $1.7M
Geneos Wealth Management Inc. 0.06% Reduce -11.4% 19,319 $1.7M
RB Capital Management, LLC 0.40% Reduce -4.7% 19,292 $1.7M
Merit Financial Group, LLC 0.03% Add +121.4% 19,240 $1.7M
Marks Group Wealth Management, Inc 0.16% Add +1.6% 19,186 $1.7M
Phoenix Financial Ltd. 0.02% Add +37.5% 19,140 $1.6M
Gitterman Wealth Management, LLC 0.69% Reduce -0.4% 19,088 $1.6M
Hourglass Capital, LLC 0.45% Add +21.3% 18,950 $1.6M
Cozad Asset Management Inc. 0.15% Reduce -20.9% 18,898 $1.6M
HighPoint Advisor Group LLC 0.09% Add +4.5% 19,348 $1.6M
Cypress Asset Management Inc. 0.40% Reduce -4.9% 18,072 $1.6M
Chicago Partners Investment Group LLC 0.05% Add +7.3% 18,788 $1.6M
Lakeside Advisors, INC. 1.06% Reduce -2.1% 18,650 $1.6M
Sava Infond d.o.o. 0.28% — 18,500 $1.6M
Sterling Capital Management LLC 0.02% Reduce -5.9% 18,477 $1.6M
Family Legacy, Inc. 0.54% Add +5.0% 18,557 $1.6M
Ballast Advisors LLC 0.49% Add +10.6% 18,455 $1.6M
XXEC, Inc. 1.31% New 18,327 $1.6M
First Citizens Bank & Trust Co. 0.03% Add +7.7% 18,327 $1.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.60% Reduce -1.5% 18,310 $1.6M
Fullcircle Wealth LLC 0.64% Add +38.0% 19,746 $1.6M
CW Advisors, LLC 0.02% Add +7.8% 18,079 $1.6M
Global X Japan Co., Ltd. 0.19% Add +14.3% 18,034 $1.6M
DRW Securities, LLC 0.10% Reduce -79.2% 18,000 $1.5M
PFG Investments, LLC 0.10% Add +8.4% 17,924 $1.5M
TrinityPoint Wealth, LLC 0.22% Add +9.6% 17,918 $1.5M
Mezzasalma Advisors, LLC 0.50% Reduce -25.6% 17,861 $1.5M
Smartleaf Asset Management LLC 0.16% Add +88.5% 17,788 $1.5M
Banco de Sabadell, S.A 1.19% Reduce -3.5% 17,627 $1.5M
MMBG Investment Advisors Co. 0.16% New 17,665 $1.5M
Johnson Investment Counsel Inc. 0.01% Add +10.1% 17,607 $1.5M
North Star Investment Management Corp. 0.11% Add +3465.4% 17,542 $1.5M
Arkadios Wealth Advisors 0.08% Reduce -7.2% 17,404 $1.5M
Freedom Investment Management, Inc. 0.12% Reduce -4.8% 17,398 $1.5M
Covenant Partners, LLC 0.46% Reduce -0.7% 17,396 $1.5M
AAFMAA Wealth Management & Trust LLC 0.65% Add +35.2% 17,357 $1.5M
Stamos Capital Partners, L.P. 0.35% Add +730.8% 17,280 $1.5M
HB Wealth Management, LLC 0.02% Add +5.4% 17,122 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -1.7% 16,881 $1.5M
Holderness Investments Co. 0.32% Reduce -2.4% 16,839 $1.4M
IAM Advisory, LLC 0.37% Add +1.3% 16,836 $1.4M
Bangor Savings Bank 0.14% Reduce -3.1% 16,737 $1.4M
Beaumont Financial Advisors, LLC 0.11% Add +3.6% 16,616 $1.4M
Blue Trust, Inc. 0.02% Reduce -27.1% 16,562 $1.4M
Costello Asset Management, INC 0.94% Reduce -44.4% 16,504 $1.4M
Highland Capital Management, LLC 0.08% Add +32.0% 16,500 $1.4M
Boston Financial Mangement LLC 0.04% Reduce -5.2% 16,411 $1.4M
Marotta Asset Management 0.29% Reduce -3.4% 16,088 $1.4M
Doliver Advisors, LP 0.39% Add +54.5% 16,225 $1.4M
Autumn Glory Partners, LLC 0.68% Reduce -28.5% 16,208 $1.4M
GeoWealth Management, LLC 0.05% Add +7.8% 16,135 $1.4M
Wallace Advisory Group, LLC 0.96% Add +8.7% 11,641 $1.4M
James Hambro & Partners LLP 0.05% No change 16,090 $1.4M
Fairview Capital Investment Management, LLC 0.07% No change 16,070 $1.4M
Altman Advisors, Inc. 0.58% Add +0.7% 15,951 $1.4M
Signal Advisors Wealth, LLC 0.15% Add +39.1% 15,874 $1.4M
Institute for Wealth Management, LLC. 0.17% Add +22.3% 15,823 $1.4M
Fairfield, Bush & Co. 0.80% Reduce -14.9% 15,724 $1.4M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.0% 15,716 $1.4M
Natural Investments, LLC 0.37% — 15,646 $1.3M
Raelipskie Partnership 0.67% Add +23.8% 15,618 $1.3M
Live Oak Private Wealth LLC 0.23% New 15,593 $1.3M
Tritonpoint Wealth, LLC 0.12% Reduce -4.2% 15,572 $1.3M
Florida Trust Wealth Management Co 0.04% Add +73.1% 15,568 $1.3M
Eisler Capital Management Ltd. 0.04% — 15,287 $1.3M
Caldwell Trust Co 0.14% Add +9.1% 15,524 $1.3M
Lake Street Advisors Group, LLC 0.06% Add +5.5% 15,470 $1.3M
Schnieders Capital Management LLC 0.26% Reduce -29.6% 15,384 $1.3M
Gallagher Capital Advisors, LLC 0.96% — 15,284 $1.3M
Edgemoor Investment Advisors, Inc. 0.12% New 15,184 $1.3M
Private Advisory Group LLC 0.15% Reduce -84.3% 15,169 $1.3M
Resources Management Corp. /CT/ 0.18% No change 15,100 $1.3M
one8zero8, LLC 0.28% — 15,081 $1.3M
Knuff & Co LLC 0.39% Add +111.7% 15,074 $1.3M
Tevis Investment Management 0.96% Reduce -0.1% 15,063 $1.3M
GC Wealth Management RIA, LLC 0.23% Reduce -4.4% 14,992 $1.3M
Oxford Wealth Group, LLC 0.83% Add +20.1% 14,989 $1.3M
Jefferies Financial Group Inc. 0.01% Reduce -22.4% 14,919 $1.3M
Pitcairn Co. 0.08% Add +3.7% 14,910 $1.3M
Henshaw Capital LLC 0.05% Add +26.4% 14,797 $1.3M
Perigon Wealth Management, LLC 0.03% Reduce -17.8% 15,314 $1.3M
Brookstone Capital Management 0.02% Reduce -9.9% 14,785 $1.3M
Bull Street Advisors, LLC 0.61% No change 14,770 $1.3M
Pacific Point Advisors, LLC 0.77% — 15,335 $1.3M
Geller Advisors LLC 0.08% Add +19.1% 14,678 $1.3M
Formidable Asset Management, LLC 0.21% Add +116.9% 14,576 $1.3M
Criterion Capital Advisors, LLC 0.79% No change 8,762 $1.3M
Clare Market Investments LLC 0.30% Add +95.3% 14,530 $1.2M
SVB Wealth LLC 0.02% New 14,529 $1.2M
Bank of New Hampshire 0.32% Reduce -2.3% 14,444 $1.2M
Financial Partners Group, LLC 0.51% Add +31.4% 14,384 $1.2M
Potomac Fund Management Inc. 0.07% — 14,360 $1.2M
Tealwood Asset Management Inc. 0.51% Add +1.6% 14,336 $1.2M
Rehmann Capital Advisory Group 0.08% Add +3.0% 14,260 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -14.7% 14,260 $1.2M
Legacy Advisors, LLC 0.12% Add +63.0% 14,252 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -1.0% 14,154 $1.2M
LVW Advisors, LLC 0.15% Reduce -7.2% 14,153 $1.2M
Brighton Jones LLC 0.04% Reduce -6.8% 14,137 $1.2M
Moser Wealth Advisors, LLC 0.63% Add +6.3% 14,100 $1.2M
Cox Capital Mgt LLC 0.78% Reduce -8.7% 14,092 $1.2M
Embree Financial Group 0.21% New 14,062 $1.2M
ICONIQ Capital, LLC 0.02% Add +120.3% 14,017 $1.2M
Montis Financial, LLC 0.37% No change 13,959 $1.2M
Savant Capital, LLC 0.01% Add +13.3% 13,959 $1.2M
Waverly Advisors, LLC 0.02% Add +105.4% 13,929 $1.2M
Angeles Wealth Management, LLC 0.10% Add +1.6% 13,919 $1.2M
Fidelis Capital Partners, LLC 0.12% Reduce -29.5% 14,329 $1.2M
Tiaa Trust, National Association 0.00% Add +0.4% 13,683 $1.2M
Stokes Capital Advisors, LLC 0.30% Add +7.2% 13,655 $1.2M
Legacy Financial Advisors, Inc. 0.19% Add +0.6% 13,636 $1.2M
American Trust 0.09% Add +6.8% 13,589 $1.2M
Financial Advocates Investment Management 0.07% Reduce -23.5% 13,584 $1.2M
Delaney Dennis R 0.61% Reduce -7.0% 13,540 $1.2M
Dana Investment Advisors, Inc. 0.04% Reduce -24.7% 13,494 $1.2M
Anchor Investment Management, LLC 0.11% No change 13,447 $1.2M
Global Strategic Investment Solutions, LLC 0.13% No change 13,386 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -2.9% 13,353 $1.1M
PDS Planning, Inc 0.10% Add +1.4% 13,306 $1.1M
Independence Bank of Kentucky 0.17% Add +14.8% 13,190 $1.1M
Mystic Asset Management, Inc. 0.30% Add +1.1% 13,185 $1.1M
Sunbelt Securities, Inc. 0.10% Add +5.1% 13,229 $1.1M
Elevate Capital Advisors, LLC 1.00% — 13,167 $1.1M
Grove Bank & Trust 0.16% Reduce -1.4% 13,131 $1.1M
LRI Investments, LLC 0.11% Add +1.4% 13,060 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.91% Add +41.0% 13,012 $1.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% — 12,942 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -19.0% 12,875 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -1.3% 12,820 $1.1M
Bank of Nova Scotia 0.00% Add +62.5% 12,650 $1.1M
Forza Wealth Management, LLC 0.50% Reduce -2.0% 12,666 $1.1M
Intellectus Partners, LLC 0.24% Add +42.2% 12,637 $1.1M
Tower Research Capital LLC (TRC) 0.02% Add +27.1% 12,621 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.51% Add +3.5% 12,599 $1.1M
Canandaigua National Bank & Trust Co. 0.11% Reduce -0.2% 12,569 $1.1M
Three Bridge Wealth Advisors, LLC 0.38% Add +1.2% 12,558 $1.1M
Flagship Harbor Advisors, LLC 0.06% Reduce -4.5% 12,499 $1.1M
AMJ Financial Wealth Management 0.30% Reduce -83.1% 12,498 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -2.2% 12,451 $1.1M
Giverny Capital 0.04% No change 12,400 $1.1M
Wealth Quarterback LLC 0.50% Add +72.0% 12,361 $1.1M
Insigneo Advisory Services, LLC 0.11% Add +3.5% 12,359 $1.1M
Menard Financial Group LLC 0.64% Add +0.6% 12,350 $1.1M
Bristlecone Advisors, LLC 0.08% Add +24.2% 12,293 $1.1M
Werlinich Asset Management, LLC 0.61% New 12,305 $1.1M
Koshinski Asset Management, Inc. 0.09% Add +5.6% 12,254 $1.1M
Balentine LLC 0.04% Reduce -2.5% 12,166 $1.0M
TrueMark Investments, LLC 0.33% Reduce -7.6% 12,156 $1.0M
Sage Rhino Capital LLC 0.23% Reduce -2.4% 12,091 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +4.1% 12,089 $1.0M
Stablepoint Partners, LLC 0.19% Add +5.2% 12,068 $1.0M
BOK Financial Private Wealth, Inc. 0.08% Add +0.3% 12,047 $1.0M
Trivium Point Advisory, LLC 0.13% Reduce -35.2% 12,035 $1.0M
RFG Advisory, LLC 0.03% Reduce -40.9% 12,024 $1.0M
Warther Private Wealth, LLC 0.35% Add +14.2% 12,021 $1.0M
Rathbones Group PLC 0.01% Reduce -4.5% 12,013 $1.0M
Advisory Resource Group 0.22% Add +61.1% 11,985 $1.0M
Kiley Juergens Wealth Management, LLC 0.26% Reduce -38.9% 11,930 $1.0M
Spire Wealth Management 0.03% Reduce -37.7% 11,884 $1.0M
FDx Advisors, Inc. 0.30% Add +16.3% 11,833 $1.0M
SBI Securities Co., Ltd. 0.03% — 11,796 $1.0M
Seed Wealth Management, Inc. 0.82% No change 11,790 $1.0M
Sigma Planning Corp 0.03% Reduce -24.6% 11,755 $1.0M
HCR Wealth Advisors 0.13% Reduce -2.0% 11,720 $1.0M
Fox Hill Wealth Management 0.57% Reduce -61.4% 11,710 $1.0M
GW Henssler & Associates Ltd. 0.06% No change 8,459 $1.0M
Bridgewater Advisors Inc. 0.10% Reduce -0.8% 12,392 $1.0M
NorthCrest Asset Manangement, LLC 0.03% Add +4.4% 11,663 $1.0M
Curi Capital, LLC 0.02% Reduce -11.2% 11,632 $1.0M
Aviance Capital Partners, LLC 0.14% Reduce -32.3% 11,571 $995K
IFP Advisors, Inc 0.03% Add +5.4% 11,558 $994K
Convergence Financial, LLC 0.20% Add +3.6% 11,554 $994K
SeaCrest Wealth Management, LLC 0.10% Reduce -34.0% 11,516 $991K
Wedmont Private Capital 0.05% Add +3.0% 11,450 $988K
Glen Eagle Advisors, LLC 0.16% Reduce -2.2% 11,468 $986K
Hilltop Holdings Inc. 0.06% Add +43.3% 11,430 $983K
Geneva Partners, LLC 0.40% Reduce -79.3% 11,405 $981K
LYNX Capital Group Ltd. 0.56% Reduce -1.2% 11,336 $975K
Wealth Alliance, LLC 0.12% Reduce -2.1% 11,329 $975K
DMC Group, LLC 0.79% Reduce -8.6% 11,305 $972K
Dalton Investments, Inc. 0.51% Add +24.2% 11,300 $972K
Financial Perspectives, Inc 0.33% Add +0.5% 11,256 $968K
Alexander Labrunerie & Co., Inc. 0.43% Reduce -0.6% 11,176 $961K
Patrick M Sweeney & Associates, Inc. 0.72% Add +81.2% 11,155 $960K
Cooper Financial Group 0.11% Add +5.7% 11,072 $952K
Ameritas Advisory Services, LLC 0.03% Add +453.3% 11,000 $946K
Caas Capital Management LP 0.78% Add +3.8% 11,000 $946K
Clarius Group, LLC 0.06% Reduce -20.2% 10,930 $940K
Diversify Advisory Services, LLC 0.05% Reduce -22.1% 10,849 $936K
Activest Wealth Management 0.26% Add +1886.3% 10,766 $926K
Hemenway Trust Co LLC 0.07% Reduce -1.8% 10,756 $925K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -21.4% 10,754 $925K
Balboa Wealth Partners 0.21% Add +442.4% 10,745 $924K
Chemung Canal Trust Co. 0.19% Reduce -3.8% 10,715 $922K
Summit Financial, LLC 0.03% Add +122.1% 10,617 $913K
Klingenstein Fields & Co. LP 0.04% No change 10,604 $912K
Patriot Financial Group Insurance Agency, LLC 0.12% Reduce -15.1% 10,589 $911K
BTC Capital Management, Inc. 0.08% Reduce -6.6% 10,614 $909K
Dynasty Wealth Management, LLC 0.02% Reduce -10.3% 10,546 $907K
Hazlett, Burt & Watson, Inc. 0.40% Add +7.6% 10,461 $904K
Csenge Advisory Group 0.05% Reduce -62.8% 10,458 $900K
Headlands Technologies LLC 0.09% New 10,385 $893K
Berkshire Asset Management LLC 0.04% New 10,137 $892K
Financial Counselors Inc. 0.01% Reduce -6.5% 10,290 $885K
J.W. Cole Advisors, Inc. 0.04% Reduce -5.0% 10,277 $884K
Confluence Investment Management LLC 0.01% Add +2.2% 10,274 $884K
NFJ Investment Group, LLC 0.03% Add +89.1% 10,143 $873K
Burford Brothers, Inc. 0.43% No change 10,101 $869K
Cairn Investment Group, Inc. 0.51% Reduce -46.4% 10,050 $865K
Lindbrook Capital, LLC 0.08% Reduce -6.3% 10,053 $865K
Retirement Planning Co of New England, Inc. 0.42% Add +5.5% 10,049 $864K
WCG Wealth Advisors LLC 0.06% Reduce -1.3% 10,007 $861K
Clal Insurance Enterprises Holdings Ltd 0.01% Add +66.7% 10,000 $860K
Aberdeen Wealth Management LLC 0.59% No change 9,980 $858K
Cacti Asset Management LLC 0.06% No change 10,000 $857K
Range Financial Group LLC 0.40% New 9,964 $857K
Capital Investment Advisory Services, LLC 0.08% Add +4.4% 9,919 $853K
V-Square Quantitative Management LLC 0.12% Add +32.6% 9,654 $851K
HBK Sorce Advisory LLC 0.03% Reduce -24.7% 9,852 $847K
Moloney Securities Asset Management, LLC 0.11% Reduce -9.3% 9,797 $843K
Avidian Wealth Enterprises, LLC 0.04% Reduce -2.1% 9,794 $842K
Guyasuta Investment Advisors Inc. 0.05% No change 9,686 $833K
S.A. Mason LLC 0.44% Add +0.5% 9,678 $833K
Essex Bank 0.21% Add +8.0% 9,636 $829K
Prossimo Advisors, LLC 0.60% Add +1.6% 9,623 $828K
Spinnaker Trust 0.05% No change 9,615 $827K
Red Door Wealth Management, LLC 0.13% Add +167.3% 9,608 $826K
Hobbs Group Advisors, LLC 0.31% Reduce -23.8% 9,526 $819K
Armstrong Henry H Associates Inc. 0.08% No change 9,524 $819K
Calydon Capital 0.16% Add +2.5% 9,513 $818K
Summit Global Investments 0.05% Reduce -73.8% 9,513 $818K
Montag A & Associates Inc. 0.04% Reduce -12.0% 9,402 $809K
Centaurus Financial, Inc. 0.05% Reduce -14.8% 9,355 $805K
BSW Wealth Partners 0.12% Add +2.4% 9,296 $800K
Oak Associates Ltd. 0.06% No change 9,283 $799K
Pinpoint Asset Management Ltd 0.14% Reduce -74.2% 9,238 $795K
NTV Asset Management LLC 0.10% Add +2.9% 9,206 $792K
Bright Futures Wealth Management, LLC. 0.71% Reduce -10.8% 9,355 $786K
Raub Brock Capital Management LP 0.17% No change 9,100 $783K
Kane Investment Management, Inc. 0.44% — 9,083 $781K
Vista Investment Management 0.29% New 9,037 $777K
Harbour Investments, Inc. 0.02% Reduce -19.0% 9,014 $775K
Advisor OS, LLC 0.09% Reduce -34.1% 8,986 $773K
Quotient Wealth Partners, LLC 0.03% Reduce -6.3% 8,985 $773K
Somerville Kurt F 0.13% Add +9.8% 8,970 $772K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Reduce -5.7% 8,921 $767K
Advisors Capital Management, LLC 0.01% Add +7.8% 8,912 $767K
Great Lakes Retirement, Inc. 0.10% Add +6.9% 8,871 $763K
Focus Financial Network, Inc. 0.03% Add +9.2% 8,870 $763K
Summit Financial Wealth Advisors, LLC 0.15% Reduce -3.5% 9,220 $762K
Motco 0.08% Reduce -3.5% 8,841 $761K
Kingswood Wealth Advisors, LLC 0.06% Reduce -75.5% 8,822 $759K
Outfitters Financial LLC 0.61% Add +9.9% 8,795 $757K
Daiwa Securities Group Inc. 0.00% Add +3688.8% 8,790 $756K
Belpointe Asset Management LLC 0.05% Reduce -52.4% 5,396 $751K
Intrust Bank NA 0.08% Add +3.3% 8,717 $750K
Prosperity Consulting Group, LLC 0.06% Reduce -26.3% 8,687 $747K
Bailard, Inc. 0.02% Reduce -29.7% 8,686 $747K
Cullinan Associates Inc. 0.05% Reduce -3.6% 8,675 $746K
Union Bancaire Privee, UBP SA 0.01% — 8,842 $746K
Prosperity Wealth Management, Inc. 0.31% Add +13.5% 8,628 $742K
Bank Hapoalim BM 0.13% Reduce -5.5% 8,610 $741K
Keudell/Morrison Wealth Management 0.19% Add +4.6% 8,548 $735K
Aigen Investment Management, LP 0.13% Add +241.7% 8,515 $732K
North Berkeley Wealth Management, LLC 0.74% — 8,500 $731K
Grandfield & Dodd, LLC 0.04% Reduce -0.6% 8,484 $730K
Stokes Family Office, LLC 0.08% Add +2.8% 8,477 $729K
Griffin Asset Management, Inc. 0.09% Add +2.3% 8,450 $727K
Peoples Financial Services Corp. 0.34% Add +9.4% 8,449 $727K
Baker Tilly Wealth Management, LLC 0.28% Reduce -18.4% 8,416 $724K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -0.8% 8,412 $724K
Hardy Reed LLC 0.06% Reduce -0.0% 8,350 $718K
Rossby Financial, LCC 0.45% — 8,311 $715K
QV Investors Inc. 0.07% Reduce -2.1% 8,274 $712K
Viawealth, LLC 0.43% Add +5.3% 8,276 $712K
D'Orazio & Associates, Inc. 0.10% Reduce -4.6% 8,249 $710K
Jacobi Capital Management LLC 0.05% Reduce -0.9% 8,240 $709K
Argent Trust Co 0.03% Reduce -15.5% 8,240 $709K
Brown Miller Wealth Management, LLC 0.27% Add +90.7% 8,216 $707K
Oakwell Private Wealth Management, LLC 0.20% Add +12.4% 8,163 $702K
Bank of Stockton 0.21% Add +6.5% 8,151 $701K
Fiduciary Alliance LLC 0.07% Add +11.4% 8,107 $697K
Cable Hill Partners, LLC 0.07% Reduce -4.1% 8,086 $696K
Copperwynd Financial, LLC 0.19% Add +8.8% 8,068 $694K
Agate Pass Investment Management, LLC 0.31% Reduce -37.1% 8,019 $690K
Traveka Wealth, LLC 0.38% Reduce -6.5% 8,000 $688K
Vestcor Inc 0.02% Add +2.6% 8,000 $688K
Bath Savings Trust Co 0.07% Reduce -10.3% 7,984 $687K
Wrapmanager Inc. 0.18% Reduce -34.0% 7,974 $686K
Peddock Capital Advisors, LLC 0.16% Reduce -5.8% 7,970 $686K
Journey Strategic Wealth LLC 0.03% Reduce -18.9% 7,962 $685K
Sivia Capital Partners, LLC 0.34% Reduce -11.0% 7,949 $684K
Arax Advisory Partners 0.04% Add +119.6% 7,924 $682K
Denali Advisors LLC 0.07% Reduce -61.2% 7,887 $678K
GAMMA Investing LLC 0.06% Reduce -1.3% 7,861 $676K
Cravens & Co Advisors, LLC 0.51% Reduce -3.4% 7,823 $673K
SteelPeak Wealth, LLC 0.03% Add +70.3% 7,801 $671K
Harbour Capital Advisors, LLC 0.15% Reduce -11.8% 7,649 $670K
SageView Advisory Group, LLC 0.03% Reduce -5.2% 7,719 $664K
Summit X, LLC 0.15% Reduce -4.0% 7,721 $664K
Keel Point, LLC 0.05% Reduce -20.4% 7,691 $662K
Canal Capital Management, LLC 0.11% No change 7,654 $658K
Valley National Advisers Inc. 0.12% No change 7,639 $657K
Mayflower Financial Advisors, LLC 0.10% Add +13.3% 7,613 $655K
Intrepid Financial Planning Group LLC 0.28% Reduce -35.5% 7,608 $654K
Strategic Investment Advisors / MI 0.07% Add +5.0% 7,605 $654K
Strategic Global Advisors, LLC 0.12% Reduce -24.0% 7,504 $645K
Gen-Wealth Partners Inc 0.28% Add +3.4% 7,499 $645K
Philadelphia Trust Co. 0.05% No change 7,500 $645K
TBH Global Asset Management, LLC 0.15% Add +7.2% 7,492 $644K
First Manhattan Co. Llc. 0.00% Add +3.4% 7,466 $642K
Argonautica Private Wealth Management, Inc. 0.21% Reduce -0.4% 7,464 $642K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +8.4% 7,453 $641K
Laraway Financial Advisors Inc 0.49% No change 7,406 $637K
Symphony Financial Services, Inc. 0.51% Add +8.5% 7,399 $636K
LifeSteps Financial, Inc. 0.49% Reduce -0.3% 7,386 $635K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -33.8% 7,323 $630K
Bridges Investment Management Inc. 0.01% Reduce -5.2% 7,300 $628K
Kolinsky Wealth Management, LLC 0.38% Reduce -1.3% 7,253 $624K
IHT Wealth Management, LLC 0.02% Reduce -36.4% 7,192 $619K
Savvy Advisors, Inc. 0.07% Add +91.1% 7,123 $613K
First Horizon Advisors, Inc. 0.02% Reduce -2.1% 7,083 $609K
Parr McKnight Wealth Management Group, LLC 0.09% — 7,065 $608K
Samalin Investment Counsel, LLC 0.26% Reduce -6.2% 7,059 $607K
Avestar Capital, LLC 0.06% Reduce -2.0% 7,052 $607K
Wynn Capital, LLC 0.38% Add +1.1% 7,045 $606K
Aptus Capital Advisors, LLC 0.01% Add +86.6% 7,041 $606K
CoreCap Advisors, LLC 0.03% Reduce -7.2% 7,027 $604K
FourThought Financial Partners, LLC 0.06% Add +1.1% 7,006 $603K
American National Bank & Trust 0.07% No change 7,005 $603K
Rock Point Advisors, LLC 0.18% Reduce -1.4% 7,000 $602K
Sunpointe, LLC 0.30% Add +3.2% 6,952 $598K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -1.1% 6,930 $596K
Profund Advisors LLC 0.02% New 6,921 $595K
Cromwell Holdings LLC 0.34% Add +12.5% 6,908 $594K
Heritage Family Offices, LLP 0.30% Add +1.8% 6,900 $594K
Wela Strategies, Inc. 0.25% New 2,357 $590K
Transatlantique Private Wealth LLC 0.22% Add +10.4% 6,811 $586K
BNC Wealth Management, LLC 0.19% Reduce -2.1% 6,806 $585K
Resonant Capital Advisors, LLC 0.04% Reduce -3.5% 6,804 $585K
Insight Advisors, LLC/ PA 0.10% Add +34.4% 6,825 $585K
My Legacy Advisors, LLC 0.23% Add +2.9% 7,029 $583K
Marco Investment Management LLC 0.05% No change 6,702 $577K
Drive Wealth Management, LLC 0.14% Reduce -28.3% 6,699 $576K
Curated Wealth Partners LLC 0.07% Add +38.6% 6,698 $576K
Parcion Private Wealth LLC 0.04% Add +12.9% 6,697 $576K
Cinctive Capital Management LP 0.03% New 6,678 $574K
Simon Quick Advisors, LLC 0.03% Reduce -0.3% 6,677 $574K
Union Savings Bank 0.28% Reduce -5.7% 6,659 $573K
Fca Corp. 0.18% No change 4,000 $571K
Valmark Advisers, Inc. 0.01% Add +2.1% 6,627 $570K
Pallas Capital Advisors LLC 0.02% Reduce -1.5% 6,622 $570K
Blue Barn Wealth, LLC 0.30% Add +0.8% 6,609 $569K
Hexagon Capital Partners LLC 0.10% Add +11.9% 6,594 $567K
Seven Mile Advisory 0.36% Reduce -11.4% 6,578 $566K
Bulltick Wealth Management, LLC 0.13% Reduce -79.0% 6,548 $563K
Canopy Partners, LLC 0.21% Reduce -1.3% 6,545 $563K
Defined Wealth Management, LLC 0.37% Reduce -0.2% 6,520 $561K
Legacy Capital Group California, Inc. 0.17% Reduce -14.6% 6,502 $559K
Acadian Asset Management LLC 0.00% Reduce -95.6% 6,521 $559K
Birch Financial Group, LLC 0.63% — 6,489 $558K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.29% Add +85.8% 6,500 $557K
First Financial Corp. 0.26% No change 6,470 $557K
Howland Capital Management LLC 0.02% Reduce -0.8% 6,396 $550K
Diversified Enterprises, LLC 0.05% Add +2.8% 6,388 $549K
Schroder Investment Management Group 0.00% Reduce -14.9% 6,405 $549K
Romano Brothers and Company 0.07% Add +12.0% 6,328 $544K
Jim Saulnier & Associates, LLC 0.47% No change 6,314 $543K
Brucke Financial, Inc. 0.47% — 6,420 $542K
Signature Estate & Investment Advisors LLC 0.01% Add +1.8% 6,296 $542K
Ironsides Asset Advisors, LLC 0.16% Reduce -7.0% 6,286 $541K
Marshall Financial Group, LLC 0.13% Reduce -53.5% 6,285 $541K
BridgePort Financial Solutions, LLC 0.24% — 6,058 $540K
Optas, LLC 0.12% Add +10.9% 6,259 $538K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -63.7% 6,250 $538K
Moors & Cabot, Inc. 0.03% Reduce -11.2% 6,212 $534K
Papamarkou Wellner Asset Management inc. 0.37% — 6,188 $532K
Murphy & Mullick Capital Management Corp 0.49% — 6,162 $530K
Centric Wealth Management 0.14% Reduce -6.1% 6,140 $528K
Mfa Wealth Advisors, LLC 0.13% Add +737.8% 6,099 $525K
Capital Market Strategies LLC 0.30% Reduce -38.4% 6,097 $524K
Accretive Wealth Partners, LLC 0.22% No change 6,045 $520K
Penserra Capital Management LLC 0.01% Add +11.4% 6,037 $519K
CENTRAL TRUST Co 0.01% Add +1.4% 6,020 $518K
Abel Hall, LLC 0.33% Add +3.5% 6,013 $517K
AXS Investments LLC 0.14% No change 6,000 $516K
Martel Wealth Advisors LLC 0.10% New 6,000 $516K
Whipplewood Advisors, LLC 0.29% — 5,987 $515K
1900 Wealth Management LLC 0.04% Add +11.2% 5,975 $514K
Atlas Capital Advisors Inc. 0.07% Reduce -7.3% 5,972 $514K
Lafayette Investments, Inc. 0.11% Add +48.6% 5,946 $511K
Red Wave Investments LLC 0.18% Add +0.3% 5,942 $511K
Apeiron RIA LLC 0.14% Add +25.3% 5,935 $510K
Armstrong, Fleming & Moore, Inc 0.31% Reduce -21.4% 5,924 $510K
Broderick Brian C 0.10% Reduce -2.9% 5,916 $509K
Southland Equity Partners LLC 0.12% Add +6.1% 5,916 $509K
Stratos Wealth Advisors, LLC 0.02% Reduce -41.9% 5,851 $503K
Provenance Wealth Advisors, LLC 0.06% No change 5,841 $502K
GPS Wealth Strategies Group, LLC 0.06% Reduce -14.0% 5,838 $502K
Smart Money Group LLC 0.17% Reduce -21.5% 5,829 $501K
Net Worth Advisory Group 0.15% Reduce -4.0% 5,811 $500K
Catalyst Capital Advisors LLC 0.01% No change 5,800 $499K
Ashton Thomas Securities, LLC 0.14% Reduce -47.4% 5,799 $499K
AlTi Global, Inc. 0.01% No change 5,788 $498K
Sage Mountain Advisors LLC 0.04% Reduce -12.7% 5,759 $495K
Kentucky Trust Co 0.29% — 5,750 $495K
Unique Wealth Strategies, LLC 0.22% No change 5,750 $495K
Zuckerman Investment Group, LLC 0.05% Add +0.1% 5,952 $492K
Gallacher Capital Management LLC 0.24% Add +1.0% 5,709 $491K
DecisionMap Wealth Management, LLC 0.39% — 5,705 $491K
Leo Wealth, LLC 0.04% Add +1.8% 5,701 $490K
Flputnam Investment Management Co. 0.01% Reduce -13.6% 5,695 $490K
Triasima Portfolio Management inc. 0.10% Reduce -82.7% 5,693 $490K
Platform Technology Partners 0.15% Add +38.7% 5,677 $488K
Mission Creek Capital Partners, Inc. 0.11% Reduce -69.2% 5,650 $486K
First Dallas Securities Inc. 0.20% Add +17.4% 5,654 $486K
Plimoth Trust Co. LLC 0.12% New 5,645 $486K
Verition Fund Management LLC 0.00% Reduce -89.0% 5,619 $483K
Burns J W & Co. Inc. 0.06% Add +3.2% 5,605 $482K
Cornerstone Wealth Management, LLC 0.03% Add +26.9% 5,589 $481K
Mather Group, Llc. 0.01% Reduce -4.2% 5,588 $481K
Monetary Management Group Inc. 0.12% No change 5,570 $479K
Aegis Wealth Management LLC 0.32% — 5,564 $479K
CenterBook Partners LP 0.03% Add +45.9% 5,557 $478K
Perkins Coie Trust Co 0.10% No change 5,542 $477K
Simplicity Wealth,LLC 0.10% Add +25.4% 5,509 $474K
Tectonic Advisors LLC 0.03% Reduce -0.1% 5,506 $474K
Puzo Michael J 0.13% Add +10.0% 5,500 $473K
Cordatus Wealth Management LLC 0.12% Add +0.3% 5,490 $472K
Patton Albertson Miller Group, LLC 0.06% Reduce -4.2% 5,480 $471K
Crestwood Advisors Group, LLC 0.01% Reduce -5.3% 5,461 $470K
Manchester Capital Management LLC 0.05% Reduce -37.4% 5,451 $469K
Williams Jones Wealth Management, LLC. 0.01% Reduce -18.6% 5,420 $466K
EverSource Wealth Advisors, LLC 0.03% Reduce -72.1% 5,417 $466K
PAX Financial Group, LLC 0.08% Add +3.7% 5,400 $465K
Samjo Management, LLC 0.18% No change 5,400 $465K
Boston Trust Walden Corp 0.00% No change 5,366 $462K
Continuum Advisory, LLC 0.06% Add +0.8% 5,362 $461K
Adero Partners, LLC 0.03% Reduce -10.1% 5,347 $460K
Legacy Capital Wealth Partners, LLC 0.11% Add +10.4% 5,337 $459K
Hudock, Inc. 0.08% Add +106.9% 5,308 $457K
OneAscent Financial Services LLC 0.04% Add +11.1% 5,296 $456K
WealthBridge Capital Management, LLC 0.13% Reduce -21.8% 5,301 $456K
Asio Capital, LLC 0.09% Add +5.3% 5,301 $456K
PMV Capital Advisers, LLC 1.23% — 5,292 $455K
Evoke Wealth, LLC 0.01% Add +0.4% 5,266 $453K
Hancock Whitney Corp. 0.01% Reduce -16.2% 5,256 $452K
Kercheville Advisors, LLC 0.18% Reduce -18.6% 5,250 $452K
Clear Creek Financial Management, LLC 0.05% New 5,234 $450K
Aspiriant, LLC 0.02% Reduce -2.9% 5,225 $449K
FSM Wealth Advisors, LLC 0.11% Add +3.8% 5,394 $448K
Virtue Capital Management, LLC 0.09% Reduce -26.6% 5,195 $447K
True North Advisors, LLC 0.10% Add +2.0% 5,180 $446K
Renasant Bank 0.29% Reduce -5.9% 5,175 $445K
Baker Chad R 0.09% Reduce -0.4% 5,160 $444K
Atlas Brown,Inc. 0.15% Add +33.4% 5,130 $441K
Graypoint LLC 0.03% Reduce -16.7% 5,109 $439K
James Investment Research, Inc. 0.05% Reduce -42.5% 5,093 $438K
One Wealth Capital Management, LLC 0.22% — 5,090 $438K
Navellier & Associates Inc. 0.05% Reduce -95.7% 5,082 $437K
Hanson & Doremus Investment Management 0.07% Add +6578.9% 5,076 $437K
Annex Advisory Services, LLC 0.01% Add +4.5% 5,052 $435K
Campbell & CO Investment Adviser LLC 0.03% Reduce -52.7% 5,046 $434K
MJP Associates Inc. 0.08% Reduce -13.5% 5,045 $434K
Westover Capital Advisors, LLC 0.10% No change 5,028 $433K
Vienna Asset Management LLC 0.29% Add +83.3% 5,022 $432K
Capital Group Investment Management Pte. LTD. 0.08% No change 5,019 $432K
Impact Investors, Inc 0.33% — 4,994 $430K
Tradewinds Capital Management, LLC 0.11% Add +2.5% 4,984 $429K
DE Burlo Group Inc. 0.06% Reduce -96.7% 4,955 $426K
Kingsview Wealth Management, LLC 0.01% Reduce -76.9% 4,943 $425K
Lewis Asset Management, LLC 0.32% Reduce -9.7% 4,942 $425K
Painted Porch Advisors LLC 0.21% Reduce -1.1% 4,912 $423K
Webster Bank, N. A. 0.05% No change 4,901 $422K
Money Concepts Capital Corp. 0.03% Reduce -55.5% 4,895 $421K
May Hill Capital, LLC 0.16% — 4,870 $419K
Douglas Lane & Associates, LLC 0.01% Add +1.1% 4,860 $418K
Mosaic Financial Group, LLC 0.30% Add +180.7% 4,856 $418K
180 Wealth Advisors, LLC 0.07% Add +0.8% 4,841 $416K
KFG Wealth Management, LLC 0.08% Add +14.9% 4,821 $415K
Kovack Advisors, Inc. 0.04% Reduce -20.3% 4,798 $413K
Mosley Wealth Management 0.26% Add +22.2% 4,912 $413K
Aljian Capital Management, LLC 0.09% Add +7.4% 4,791 $412K
CoreFirst Bank & Trust 0.24% Reduce -0.8% 4,785 $412K
Wimmer Associates 1, LLC 0.20% Reduce -26.1% 4,785 $412K
Banque Transatlantique SA 0.01% — 4,810 $411K
Park National Corp. 0.01% Reduce -1.3% 4,766 $410K
AE Wealth Management LLC 0.00% Reduce -76.3% 4,753 $409K
GHP Investment Advisors, Inc. 0.02% Add +3.9% 4,738 $408K
Sierra Ocean, LLC 0.33% — 4,707 $405K
Granite Group Advisors, LLC 0.26% Reduce -0.3% 4,674 $402K
Riverbend Wealth Management, LLC 0.36% — 4,655 $401K
First Affirmative Financial Network 0.23% Add +5.3% 4,644 $399K
Blueshift Asset Management, LLC 0.15% Add +139.3% 4,639 $399K
Stock Yards Bank & Trust Co. 0.01% Add +16.5% 4,604 $396K
Knights of Columbus Asset Advisors LLC 0.03% Add +9.0% 4,598 $396K
Western Wealth Management, LLC 0.02% Reduce -18.3% 4,594 $395K
Two Sigma Securities, LLC 0.07% Reduce -64.1% 4,588 $395K
Werba Rubin Papier Wealth Management 0.09% Reduce -16.4% 4,570 $393K
Cerro Pacific Wealth Advisors LLC 0.13% Add +33.5% 3,301 $393K
First Foundation Advisors 0.01% Reduce -24.1% 4,559 $392K
Hollencrest Capital Management 0.02% Reduce -6.7% 4,556 $392K
Essex LLC 0.08% Reduce -6.4% 4,551 $391K
Private Portfolio Partners LLC 0.07% Add +1.6% 4,536 $390K
Avitas Wealth Management LLC 0.05% Reduce -0.7% 4,533 $390K
Fire Capital Management LLC 0.29% — 4,524 $389K
Tucker Asset Management LLC 0.09% Reduce -2.9% 4,502 $387K
Principle Wealth Partners LLC 0.03% Add +12.8% 4,502 $387K
Capital Investment Counsel, Inc 0.06% Reduce -23.7% 4,500 $387K
Birchcreek Wealth Management, LLC 0.24% Add +76.3% 4,481 $385K
Teamwork Financial Advisors, LLC 0.05% Reduce -26.7% 4,452 $383K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -17.3% 4,450 $383K
HM Payson & Co. 0.01% Add +7.7% 4,441 $382K
Sax Wealth Advisors, LLC 0.03% New 4,440 $382K
AMG National Trust Bank 0.01% Reduce -51.7% 4,436 $382K
Capital Investment Advisors, LLC 0.01% Add +12.1% 4,435 $382K
Herold Advisors, Inc. 0.08% Reduce -17.8% 4,400 $378K
Ariadne Wealth Management, LP 0.17% Add +14.0% 4,498 $377K
Focused Wealth Management, Inc 0.05% Reduce -18.2% 4,363 $375K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -0.6% 4,360 $375K
Concorde Asset Management, LLC 0.20% No change 4,359 $375K
Aries Wealth Management 0.10% No change 4,356 $375K
Arcadia Investment Management Corp. 0.06% Add +29.8% 4,354 $375K
Aspen Grove Capital, LLC 0.08% Add +1.1% 4,342 $373K
Creative Financial Designs Inc. 0.03% Reduce -42.3% 4,332 $373K
Clear Harbor Asset Management, LLC 0.03% Add +19.1% 4,322 $372K
Abundance Wealth Counselors 0.08% Add +14.4% 4,288 $369K
Scientech Research LLC 0.10% New 4,283 $368K
Schear Investment Advisers, LLC 0.20% Reduce -33.9% 4,274 $368K
Ledyard National Bank 0.03% Reduce -0.3% 4,274 $368K
Catalina Capital Group, LLC 0.12% Add +17.5% 4,264 $367K
Moneta Group Investment Advisors LLC 0.01% Reduce -16.3% 4,242 $365K
Colorado Capital Management, Inc. 0.18% Add +16.2% 4,229 $364K
Brandywine Managers, LLC 0.38% No change 4,222 $363K
William Allan Corp 0.22% No change 4,178 $359K
Byrne Asset Management LLC 0.29% Reduce -4.4% 4,167 $358K
Fiera Capital Corp 0.00% Add +47.3% 4,134 $356K
Opal Wealth Advisors, LLC 0.11% Add +30.3% 4,133 $356K
Channing Global Advisors, LLC 0.24% New 4,117 $354K
Parvin Asset Management, LLC 0.38% — 4,095 $352K
Strategy Asset Managers LLC 0.07% Reduce -6.4% 4,084 $351K
WPG Advisers, LLC 0.33% — 4,075 $351K
Aprio Wealth Management, LLC 0.05% Reduce -21.0% 4,067 $350K
Abbot Financial Management, Inc. 0.17% Add +0.5% 4,057 $349K
Redmond Asset Management, LLC 0.09% Add +0.3% 4,039 $347K
Sheaff Brock Investment Advisors, LLC 0.03% Add +16.1% 4,027 $346K
Old National Bancorp 0.01% Reduce -9.1% 3,999 $344K
Dearborn Partners LLC 0.01% Add +11.2% 3,972 $342K
LRT Capital Management, LLC 0.27% Reduce -44.6% 3,971 $342K
Leavell Investment Management, Inc. 0.02% Add +13.6% 3,968 $341K
Baader Bank Aktiengesellschaft 0.03% New 4,076 $341K
Bridgefront Capital, LLC 0.11% New 3,963 $341K
Key Financial Inc 0.08% Add +1.6% 3,932 $338K
LJI Wealth Management, LLC 0.07% Reduce -7.1% 3,930 $338K
PARUS FINANCE (UK) Ltd 0.10% No change 3,880 $334K
Montecito Bank & Trust 0.06% Add +17.1% 3,861 $332K
LCM Capital Management Inc 0.19% Add +18.2% 3,860 $332K
Cahill Financial Advisors Inc. 0.04% Reduce -7.1% 3,859 $332K
Certuity, LLC 0.04% Reduce -25.8% 3,857 $332K
Colonial River Investments, LLC 0.16% Add +0.7% 3,849 $331K
Pines Wealth Management, LLC 0.14% — 3,833 $331K
Wealth Group, Ltd. 0.21% Add +25.4% 3,820 $329K
PFW Advisors LLC 0.10% — 3,824 $329K
Mattern Capital Management, LLC 0.04% New 3,817 $328K
Rosenberg Matthew Hamilton 0.09% No change 3,812 $328K
Kuhn & Co Investment Counsel 0.28% Reduce -0.6% 3,800 $327K
Integrated Advisors Network LLC 0.02% Reduce -69.3% 3,791 $326K
Eagle Ridge Investment Management 0.03% No change 3,789 $326K
Verus Capital Partners, LLC 0.03% Reduce -25.5% 3,889 $326K
Three Seasons Wealth, LLC 0.16% Reduce -7.6% 3,783 $325K
LGL Partners, LLC 0.05% Reduce -17.2% 3,773 $325K
Juncture Wealth Strategies, LLC 0.12% Reduce -25.5% 3,769 $324K
Riversedge Advisors, LLC 0.07% Add +7.0% 3,768 $324K
TFC Financial Management, Inc. 0.05% Reduce -3.3% 3,751 $323K
Tiemann Investment Advisors, LLC 0.14% No change 3,750 $323K
Marcum Wealth, LLC 0.03% Reduce -4.0% 3,740 $322K
Cannon Advisors, Inc. 0.27% Reduce -15.2% 3,739 $322K
GK Wealth Management LLC 0.41% — 3,724 $320K
Elser Financial Planning, Inc 0.02% No change 3,714 $319K
Horizon Investment Services, LLC 0.14% Add +26.0% 3,699 $318K
Hoxton Planning & Management, LLC 0.12% Add +0.6% 3,699 $318K
Old Port Advisors 0.09% Reduce -27.5% 3,694 $318K
Cyndeo Wealth Partners, LLC 0.02% Add +0.5% 3,690 $317K
Venture Visionary Partners LLC 0.01% Reduce -37.4% 3,687 $317K
Fortis Capital Advisors, LLC 0.11% Reduce -72.2% 2,279 $317K
Great Lakes Advisors, LLC 0.00% Reduce -0.5% 3,681 $317K
New Republic Capital, LLC 0.21% Add +52.2% 3,677 $316K
Paragon Private Wealth Management, LLC 0.15% Reduce -13.1% 3,655 $314K
Gratus Wealth Advisors, LLC 0.05% Reduce -1.1% 3,653 $314K
Transcend Capital Advisors, LLC 0.02% Reduce -19.2% 3,652 $314K
BIP Wealth, LLC 0.02% Add +3.9% 3,642 $313K
Quadcap Wealth Management, LLC 0.05% Add +84.4% 3,623 $312K
Garden State Investment Advisory Services LLC 0.10% Add +68.9% 3,619 $312K
Nicolet Advisory Services, LLC 0.03% Add +7.6% 3,605 $311K
Elefante Mark B 0.28% — 3,600 $310K
Chesley Taft & Associates LLC 0.01% Reduce -2.7% 3,594 $309K
Oxford Financial Group, LTD. LLC 0.02% Reduce -8.0% 3,590 $309K
Veracity Capital LLC 0.11% Reduce -25.1% 3,585 $308K
Argus Investors' Counsel, Inc. 0.21% Add +15.3% 3,579 $308K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -33.5% 3,569 $307K
Sittner & Nelson, LLC 0.13% No change 3,562 $306K
Signet Financial Management, LLC 0.04% Reduce -21.9% 3,559 $306K
Cobblestone Capital Advisors LLC 0.02% Reduce -0.1% 3,556 $306K
Linden Thomas Advisory Services, LLC 0.04% Add +25.7% 3,555 $306K
Opinicus Capital, Inc. 0.26% Reduce -11.2% 3,539 $304K
Founders Financial Securities LLC 0.03% Add +97.6% 3,512 $302K
MSA Advisors, LLC 0.08% No change 3,500 $301K
Waldron Private Wealth LLC 0.01% Reduce -15.6% 3,497 $301K
Gries Financial LLC 0.05% Add +31.0% 3,490 $300K
JPL Wealth Management, LLC 0.09% — 3,475 $299K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -9.7% 3,424 $295K
Novare Capital Management LLC 0.02% Add +25.6% 3,424 $295K
Northeast Investment Management 0.01% Reduce -4.3% 3,405 $293K
Encompass More Asset Management 0.10% Add +49.7% 3,397 $292K
Meeder Advisory Services, Inc. 0.02% Reduce -4.9% 3,394 $292K
Larson Financial Group LLC 0.02% Add +11.4% 3,389 $292K
Everpar Advisors LLC 0.15% Reduce -3.5% 3,387 $291K
Gryphon Financial Partners LLC 0.04% Add +1.8% 3,386 $291K
Family Manage LLC 0.05% Reduce -1.4% 3,379 $291K
Security Financial Services, INC. 0.06% Add +5.0% 3,372 $290K
AlphaMark Advisors, LLC 0.12% Add +6.3% 3,350 $288K
Householder Group Estate & Retirement Specialist, LLC 0.21% Reduce -15.7% 3,341 $287K
Kingstone Capital Partners Texas, LLC 0.23% — 3,318 $285K
Fourpath Capital Management, LLC 0.05% Add +10.2% 3,306 $284K
Sierra Legacy Group 0.26% — 3,300 $284K
Atlatl Advisers LLC 0.17% — 3,296 $284K
Baron Wealth Management LLC 0.13% Add +2.2% 3,294 $283K
Clearstead Trust, LLC 0.06% Add +177.9% 3,277 $282K
StrongBox Wealth, LLC 0.12% New 3,274 $282K
Wealthstream Advisors, Inc. 0.05% Add +2.7% 3,271 $281K
Olistico Wealth, LLC 0.16% Reduce -57.8% 3,263 $281K
Laurel Wealth Advisors LLC 0.04% Add +0.0% 3,255 $280K
D. Scott Neal, Inc. 0.15% No change 3,250 $280K
Bill Few Associates, Inc. 0.10% Reduce -3.0% 3,250 $280K
Diversified Trust Co. 0.01% Add +13.8% 3,246 $279K
Optimum Investment Advisors 0.12% Reduce -59.4% 3,244 $279K
Allen Wealth Management, LLC 0.20% Add +15.7% 3,227 $278K
Dimension Capital Management LLC 0.05% Add +30.4% 3,213 $276K
Texas Capital Bancshares Inc 0.11% Add +12.9% 3,210 $276K
AA Financial Advisors, LLC 0.07% Add +0.2% 3,201 $275K
KG Capital Management 0.09% Reduce -17.2% 3,199 $275K
WMS Partners, LLC 0.02% Reduce -6.7% 3,187 $274K
Angeles Investment Advisors, LLC 0.01% Reduce -16.4% 3,186 $274K
M. Kulyk & Associates, LLC 0.06% Add +3.9% 3,182 $274K
Capital Management Associates, Inc 0.10% Reduce -3.6% 3,180 $274K
Xponance LLC 0.00% Add +4.8% 3,156 $271K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -4.9% 3,150 $271K
Sandy Spring Bank 0.01% Reduce -1.9% 3,146 $271K
Ascentis Independent Advisors 0.05% Add +4.0% 3,146 $271K
Roberts Glore & Co. Inc. 0.08% Reduce -1.9% 3,143 $270K
Salvus Wealth Management, LLC 0.17% Add +2.3% 3,133 $270K
Indie Asset Partners, LLC 0.21% Add +4.2% 3,128 $269K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +6.9% 3,123 $269K
Main Street Financial Solutions, LLC 0.03% Reduce -15.2% 3,120 $268K
GWN Securities Inc. 0.07% — 3,092 $268K
Fifth Third Wealth Advisors LLC 0.01% Reduce -14.9% 3,115 $268K
Zacks Investment Management 0.00% Reduce -8.6% 3,094 $266K
Avalon Trust Co 0.02% Add +29.1% 3,061 $263K
Wolff Wiese Magana LLC 0.17% Add +25350.0% 3,054 $263K
Magnolia Capital Advisors LLC 0.07% New 3,046 $262K
Ellis Investment Partners, LLC 0.05% Reduce -8.0% 3,046 $262K
Fortress Private Ledger, LLC 0.16% — 3,027 $260K
Howard Capital Management Group, LLC 0.02% No change 3,022 $260K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 3,020 $260K
TD Private Client Wealth LLC 0.01% Reduce -33.9% 3,014 $259K
Fort Washington Investment Advisors Inc. 0.00% No change 3,011 $259K
Cascade Financial Partners, LLC 0.03% Add +15.4% 3,005 $258K
Northstar Group, Inc. 0.04% No change 3,000 $258K
Veltria Advisors Corp. 0.11% Add +14.5% 2,996 $258K
Cornerstone Select Advisors, LLC 0.25% — 2,995 $258K
Wilkinson Global Asset Management LLC 0.02% Reduce -11.8% 2,980 $256K
Monterey Private Wealth, Inc. 0.08% No change 2,968 $255K
First Business Financial Services, Inc. 0.03% No change 2,964 $255K
First National Trust Co 0.01% Add +12.9% 2,954 $254K
PUREfi Wealth, LLC 0.25% — 2,953 $254K
Mosaic Family Wealth Partners, LLC 0.04% Add +31.5% 2,941 $253K
SeaBridge Investment Advisors LLC 0.05% New 2,935 $252K
ABLE Financial Group, LLC 0.07% No change 2,934 $252K
Thomasville National Bank 0.02% Add +54.0% 2,933 $252K
Genesis Private Wealth, LLC 0.14% — 2,932 $252K
Brooklyn Investment Group 0.08% Add +1634.3% 2,931 $252K
Enterprise Financial Services Corp 0.14% Add +0.0% 2,930 $252K
Wealth Architects, LLC 0.03% Add +0.8% 2,922 $251K
KDT Advisors, LLC 0.37% — 2,920 $251K
Seldon Capital LP 0.10% No change 2,910 $250K
Klingman & Associates, LLC 0.02% Add +15.9% 2,905 $250K
Sharp Wealth Advisory, LLC 0.19% Reduce -48.0% 2,900 $249K
Impact Capital Partners LLC 0.09% — 2,887 $248K
Ironwood Investment Counsel, LLC 0.04% Reduce -10.1% 2,881 $248K
Financial Management Network Inc. 0.05% New 2,826 $248K
Nixon Peabody Trust Co. 0.02% Add +38.6% 2,874 $247K
Daymark Wealth Partners, LLC 0.01% Reduce -55.5% 2,851 $245K
RMR Wealth Builders 0.03% Reduce -13.1% 2,844 $245K
Capital Asset Advisory Services LLC 0.01% Reduce -0.1% 2,763 $242K
Titleist Asset Management, LLC 0.03% Reduce -6.9% 2,815 $242K
Illumine Investment Management, LLC 0.20% — 2,812 $242K
Ancora Advisors LLC 0.01% Add +12.8% 2,812 $242K
Bison Wealth, LLC 0.03% — 2,801 $241K
Harbor Advisors LLC 0.04% New 2,800 $241K
Mill Creek Capital Advisors, LLC 0.01% Add +2.3% 2,797 $241K
Potentia Wealth 0.11% — 2,795 $240K
AdvisorNet Financial, Inc 0.02% Add +24.8% 2,791 $240K
GFS Advisors, LLC 0.04% New 2,786 $240K
Verity & Verity, LLC 0.02% No change 2,790 $240K
MN Wealth Advisors, LLC 0.13% Reduce -6.9% 2,782 $239K
Princeton Global Asset Management LLC 0.04% Add +56.1% 2,781 $239K
44 Wealth Management LLC 0.09% Reduce -6.3% 2,759 $237K
Phillips Wealth Planners LLC 0.24% Add +8.0% 2,750 $237K
Lyell Wealth Management, LP 0.02% No change 2,754 $237K
FLC Capital Advisors 0.05% No change 2,750 $237K
D L Carlson Investment Group Inc. 0.04% Reduce -1.8% 2,733 $235K
Wealthgarden F.S. LLC 0.22% Reduce -31.3% 2,730 $235K
Prudent Man Advisors, LLC 0.09% No change 2,721 $234K
Beacon Financial Group 0.03% Add +7.8% 2,707 $233K
CFS Investment Advisory Services, LLC 0.02% Reduce -0.3% 2,692 $232K
Nwam LLC 0.01% Reduce -2.9% 2,693 $232K
Private Client Services, LLC 0.12% No change 2,692 $232K
Prospect Financial Services LLC 0.13% Add +56.7% 2,667 $229K
HFG Advisors, Inc. 0.20% No change 2,660 $229K
Strive Asset Management, LLC 0.17% — 2,649 $228K
JGP Wealth Management, LLC 0.03% Reduce -5.6% 2,648 $228K
Cohen Capital Management, Inc. 0.04% New 2,642 $227K
GFG Capital, LLC 0.06% New 2,629 $226K
Centerpoint Advisors, LLC 0.08% Add +1.4% 2,610 $225K
Wellington Shields Capital Management, LLC 0.04% Reduce -18.7% 2,610 $225K
FineMark National Bank & Trust 0.01% Reduce -48.6% 2,603 $224K
McNamara Financial Services, Inc. 0.05% No change 2,599 $224K
Mechanics Bank Trust Department 0.03% New 2,588 $223K
Sandhill Capital Partners LLC 0.02% Reduce -3.7% 2,582 $222K
FMB Wealth Management 0.12% No change 2,578 $222K
Alteri Wealth LLC 0.06% — 2,566 $221K
Mainstay Capital Management LLC 0.03% Add +1.7% 2,566 $221K
Breakwater Capital Group 0.04% Reduce -10.5% 2,555 $220K
Massachusetts Wealth Management 0.14% Reduce -19.1% 2,550 $219K
Zhang Financial LLC 0.01% Reduce -2.2% 2,546 $219K
Capital Counsel LLC 0.01% No change 2,541 $219K
Kidder Stephen W 0.07% Reduce -3.8% 2,540 $218K
Barometer Capital Management Inc. 0.09% No change 1,530 $218K
HMS Capital Management, LLC 0.11% Reduce -2.0% 2,538 $218K
Quantum Portfolio Management LLC 0.12% Reduce -2.0% 2,535 $218K
Plancorp, LLC 0.01% Add +29.0% 2,534 $218K
GM Advisory Group, LLC 0.01% Reduce -11.0% 2,522 $217K
Horizon Investments, LLC 0.01% Add +207.0% 2,514 $216K
Northwest Financial Advisors 0.18% Reduce -13.1% 2,510 $216K
MGB Wealth Management, LLC 0.07% No change 2,500 $215K
Grassi Investment Management 0.02% New 2,500 $215K
Collective Family Office LLC 0.06% Reduce -61.0% 2,499 $215K
Cove Private Wealth, LLC 0.13% New 2,494 $215K
Alaska Permanent Fund Corp 0.00% No change 2,493 $214K
Revolve Wealth Partners, LLC 0.03% Add +8.7% 2,490 $214K
TFB Advisors LLC 0.06% Reduce -22.2% 2,479 $213K
Trek Financial, LLC 0.02% New 2,464 $212K
Beacon Capital Management, LLC 0.03% Reduce -5.2% 2,463 $212K
Keystone Financial Group 0.02% Reduce -16.4% 2,451 $211K
Steel Grove Capital Advisors, LLC 0.03% Reduce -38.6% 2,445 $210K
Linscomb Wealth, Inc. 0.01% Reduce -21.0% 2,443 $210K
Empire Financial Management Company, LLC 0.07% Add +26.4% 2,439 $210K
PCA Investment Advisory Services Inc. 0.10% Add +3.9% 2,422 $208K
Castleview Partners, LLC 0.11% Reduce -6.7% 2,379 $208K
YHB Investment Advisors, Inc. 0.02% Reduce -26.3% 2,419 $208K
LM Advisors LLC 0.04% New 2,420 $208K
Portfolio Design Labs, LLC 0.04% New 2,417 $208K
Westmount Partners, LLC 0.06% Add +13.1% 2,405 $207K
Guardian Wealth Advisors, LLC / NC 0.02% New 2,404 $207K
Schrum Private Wealth Management LLC 0.18% Reduce -50.0% 2,402 $207K
New Hampshire Trust 0.04% Reduce -5.1% 2,400 $206K
Tudor Financial Inc. 0.12% Reduce -8.4% 2,396 $206K
Lokken Investment Group LLC 0.09% Add +4.1% 2,394 $206K
Aureus Asset Management, LLC 0.01% No change 2,394 $206K
Carr Financial Group Corp 0.06% Add +13.9% 2,393 $206K
High Net Worth Advisory Group LLC 0.06% Reduce -49.5% 2,384 $205K
ZWJ Investment Counsel Inc. 0.01% Add +25.9% 2,384 $205K
King Wealth Management Group 0.03% New 2,379 $205K
Liberty One Investment Management, LLC 0.02% Add +27.9% 2,373 $204K
Associated Banc-Corp 0.01% Reduce -7.9% 2,367 $204K
Asset Dedication, LLC 0.02% Add +0.5% 2,365 $203K
Moneco Advisors, LLC 0.02% Add +19.5% 2,359 $203K
Lineweaver Wealth Advisors, LLC 0.04% Reduce -0.4% 2,355 $203K
Strategic Financial Services, Inc. 0.01% Reduce -2.2% 2,347 $202K
Good Life Advisors, LLC 0.01% Reduce -91.8% 2,340 $201K
Brentview Investment Management LLC 0.11% — 2,334 $201K
IFC Advisors LLC 0.04% — 2,331 $201K
Taylor Hoffman Capital Management LLC 0.07% Add +0.3% 2,328 $200K
Lagoda Investment Management, L.P. 0.11% No change 2,300 $198K
Stephens Consulting, LLC 0.05% Add +2.2% 2,294 $197K
Addison Advisors LLC 0.05% Reduce -15.7% 2,283 $196K
WNY Asset Management, LLC 0.02% Reduce -33.4% 2,265 $195K
Frazier Financial Advisors, LLC 0.15% Reduce -4.3% 2,267 $194K
Proffitt & Goodson Inc. 0.03% Add +1.8% 2,244 $193K
Ceeto Capital Group, LLC 0.07% No change 2,206 $190K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.12% — 2,207 $190K
Colonial Trust Co / SC 0.03% Reduce -25.9% 2,200 $189K
Sectoral Asset Management Inc. 0.13% No change 2,200 $189K
Evelyn Partners Investment Management LLP 0.01% — 2,160 $186K
Truvestments Capital LLC 0.05% Add +5.7% 2,096 $180K
GoalVest Advisory LLC 0.05% No change 2,087 $180K
Centricity Wealth Management, LLC 0.17% — 2,068 $178K
Parkside Financial Bank & Trust 0.02% Add +5.9% 2,051 $176K
PFG Private Wealth Management, LLC 0.10% Add +5.8% 2,037 $175K
Richardson Financial Services Inc. 0.12% Reduce -33.0% 2,017 $173K
JNBA Financial Advisors 0.02% Reduce -9.2% 1,986 $171K
Covestor Ltd 0.10% Reduce -9.4% 1,907 $164K
Rakuten Securities, Inc. 0.06% Reduce -74.6% 1,903 $164K
Gables Capital Management Inc. 0.08% Add +111.1% 1,900 $163K
Heritage Wealth Advisors 0.01% No change 1,850 $159K
Westside Investment Management, Inc. 0.03% No change 1,826 $157K
Golden State Wealth Management, LLC 0.02% — 1,818 $156K
Harbor Investment Advisory, LLC 0.01% Add +9.3% 1,800 $155K
GKV Capital Management Co., Inc. 0.06% — 1,684 $145K
Carolina Wealth Advisors, LLC 0.08% Add +308.9% 1,656 $142K
Financial Network Wealth Advisors LLC 0.26% Reduce -51.8% 1,614 $139K
Ascentis Wealth Management, LLC 0.05% Reduce -42.6% 1,510 $130K
Nisa Investment Advisors, LLC 0.00% Add +36.4% 1,500 $129K
Pinnacle Bancorp, Inc. 0.04% Add +29.0% 1,496 $129K
Annis Gardner Whiting Capital Advisors, LLC 0.04% No change 1,481 $127K
Wellington Shields & Co., LLC 0.04% Reduce -20.4% 1,432 $123K
S&T Bank 0.04% New 1,430 $123K
AllSquare Wealth Management LLC 0.07% No change 1,410 $121K
Aspetuck Financial Management LLC 0.09% — 1,401 $121K
Park Place Capital Corp 0.03% Add +33.5% 1,335 $115K
JFS Wealth Advisors, LLC 0.01% No change 1,305 $112K
Kohmann Bosshard Financial Services, LLC 0.01% New 1,246 $107K
Barrett & Company, Inc. 0.04% No change 1,234 $106K
Manitou Investment Management Ltd. 0.02% No change 1,159 $100K
Synergy Investment Management, LLC 0.04% — 1,120 $96K
Arlington Trust Co LLC 0.02% No change 1,118 $96K
Kestra Investment Management, LLC 0.00% New 1,107 $95K
Ameriflex Group, Inc. 0.04% — 1,114 $94K
Carolinas Wealth Consulting LLC 0.02% Add +920.6% 1,092 $94K
City State Bank 0.03% Reduce -9.0% 1,065 $92K
Guardian Wealth Management, Inc. 0.06% No change 1,050 $90K
Dunhill Financial, LLC 0.04% Add +122.0% 1,041 $90K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -82.3% 1,035 $89K
Creekmur Asset Management LLC 0.02% Reduce -11.1% 1,021 $88K
ORG Partners LLC 0.01% Add +181.7% 1,003 $86K
Future Financial Wealth Managment LLC 0.06% No change 1,000 $86K
Financial Connections Group, Inc. 0.04% No change 1,002 $86K
Versant Capital Management, Inc 0.02% New 996 $86K
Winnacle Wealth LLC 0.08% — 988 $85K
Evelyn Partners Investment Management Services Ltd 0.01% — 958 $82K
Atticus Wealth Management, LLC 0.03% Reduce -49.3% 946 $81K
Investment Research & Advisory Group, Inc. 0.03% No change 940 $81K
Bogart Wealth, LLC 0.00% Reduce -24.5% 938 $81K
Lavaca Capital LLC 0.04% New 928 $80K
Oarsman Capital, Inc. 0.01% Reduce -10.1% 892 $77K
General Partner, Inc. 0.05% No change 880 $76K
Kennebec Savings Bank 0.08% No change 892 $75K
Aventura Private Wealth, LLC 0.04% — 828 $71K
Transamerica Financial Advisors, LLC 0.01% Reduce -8.1% 824 $71K
Physician Wealth Advisors, Inc. 0.01% New 804 $69K
Financial Management Professionals, Inc. 0.01% Add +13.6% 802 $69K
Missouri Trust & Investment Co 0.02% No change 800 $69K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +52.7% 785 $68K
Oakworth Capital, Inc. 0.00% Reduce -2.1% 775 $67K
TrinityBridge Ltd 0.00% No change 770 $66K
MCF Advisors LLC 0.00% No change 755 $65K
WealthCollab, LLC 0.04% Reduce -12.4% 753 $65K
Silicon Valley Capital Partners 0.01% Reduce -52.1% 738 $64K
Red Tortoise LLC 0.03% No change 726 $62K
Quent Capital, LLC 0.01% New 726 $62K
GW&K Investment Management, LLC 0.00% Add +58.0% 681 $59K
Ridgewood Investments LLC 0.03% New 675 $58K
Tsfg, LLC 0.01% No change 644 $55K
Plante Moran Financial Advisors, LLC 0.00% Add +5.3% 621 $53K
Trifecta Capital Advisors, LLC 0.01% No change 610 $52K
Graney & King, LLC 0.04% — 607 $52K
Pin Oak Investment Advisors Inc. 0.05% No change 439 $52K
FLP Wealth Management, LLC 0.13% — 600 $52K
Rise Advisors, LLC 0.02% No change 592 $51K
Decker Retirement Planning Inc. 0.03% — 591 $51K
Financial Life Planners 0.04% — 591 $51K
Granite FO LLC 0.03% No change 590 $51K
Novem Group 0.01% — 589 $51K
Highline Wealth Partners LLC 0.02% Reduce -75.6% 583 $50K
Hoey Investments, Inc. 0.01% Add +735.3% 568 $49K
Atwood & Palmer Inc. 0.00% No change 559 $48K
Cypress Capital Management LLC (WY) 0.05% No change 550 $47K
Colonial Trust Advisors 0.00% No change 550 $47K
Halbert Hargrove Global Advisors, LLC 0.00% New 549 $47K
NFSG Corp 0.01% Reduce -97.3% 548 $47K
DT Investment Partners, LLC 0.00% No change 542 $47K
Sound Income Strategies, LLC 0.00% Add +82.1% 539 $46K
Hager Investment Management Services, LLC 0.03% — 530 $46K
Washington Trust Advisors, Inc. 0.00% Reduce -1.1% 518 $45K
Valley Wealth Managers, Inc. 0.00% No change 514 $44K
Albion Financial Group 0.00% Add +121.4% 507 $44K
WASHINGTON TRUST Co 0.00% Reduce -44.4% 503 $43K
Ameliora Wealth Management Ltd. 0.02% No change 500 $43K
Hoese & Co LLP 0.04% No change 500 $43K
Chelsea Counsel Co. 0.02% No change 500 $43K
Nkcfo LLC 0.02% No change 500 $43K
Capital Analysts, LLC 0.00% Add +11.8% 504 $43K
POM Investment Strategies, LLC 0.03% No change 494 $42K
Indiana Trust & Investment Management Co 0.01% No change 491 $42K
Kozak & Associates, Inc. 0.01% No change 480 $42K
Tortoise Investment Management, LLC 0.00% No change 489 $42K
Salomon & Ludwin, LLC 0.00% No change 482 $41K
Fourth Dimension Wealth, LLC 0.02% — 480 $41K
FWL Investment Management, LLC 0.01% No change 457 $39K
Kelly Lawrence W & Associates Inc. 0.01% New 450 $39K
Stance Capital LLC 0.02% — 446 $38K
Hartford Financial Management Inc. 0.01% No change 432 $37K
Roble, Belko & Company, Inc 0.01% No change 433 $37K
Ameritas Investment Partners, Inc. 0.00% Reduce -41.5% 422 $36K
Glass Jacobson Investment Advisors llc 0.01% Reduce -87.2% 410 $35K
Raffa Wealth Management, LLC 0.01% Add +15.9% 408 $35K
Richards, Merrill & Peterson, Inc. 0.02% — 391 $34K
Transce3nd, LLC 0.01% — 389 $33K
Prestige Wealth Management Group LLC 0.01% No change 379 $33K
Strategic Investment Solutions, Inc. 0.01% Add +2727.3% 311 $32K
Accent Capital Management, LLC 0.02% No change 368 $32K
Synergy Asset Management, LLC 0.00% New 265 $32K
Armstrong Advisory Group, Inc. 0.00% Reduce -18.4% 360 $31K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -7.3% 354 $30K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $30K
Nvwm, LLC 0.01% Reduce -97.0% 348 $30K
Park Square Financial Group, LLC 0.02% — 338 $29K
Winthrop Capital Management, LLC 0.01% New 339 $29K
IAG Wealth Partners, LLC 0.00% No change 326 $28K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 325 $28K
Bell Investment Advisors, Inc 0.01% Reduce -11.3% 323 $28K
Cornerstone Planning Group LLC 0.01% Reduce -3.4% 309 $27K
Fortitude Family Office, LLC 0.01% No change 314 $27K
Caldwell Sutter Capital, Inc. 0.01% Add +40.5% 312 $27K
Kathleen S. Wright Associates Inc. 0.01% No change 302 $26K
Valued Wealth Advisors LLC 0.02% No change 301 $26K
Citizens National Bank Trust Department 0.01% No change 300 $26K
Johnson Financial Group, Inc. 0.00% Reduce -25.2% 300 $25K
Center for Financial Planning, Inc. 0.00% Add +72.3% 293 $25K
Global Wealth Strategies & Associates 0.01% Add +52.9% 289 $25K
Sachetta, LLC 0.01% No change 286 $25K
Medallion Wealth Advisors, LLC 0.01% — 316 $25K
CNB Bank 0.01% No change 280 $24K
Pacific Center for Financial Services 0.01% No change 270 $23K
BankPlus Trust Department 0.01% — 270 $23K
MPWM Advisory Solutions, LLC 0.02% — 260 $22K
Abound Wealth Management 0.01% No change 254 $22K
Capital A Wealth Management, LLC 0.04% — 253 $22K
Innovative Advisory Group, LLC 0.02% — 250 $22K
Crowley Wealth Management, Inc. 0.02% — 250 $22K
Piscataqua Savings Bank 0.02% No change 250 $22K
Evermay Wealth Management LLC 0.00% No change 250 $22K
Hall Laurie J Trustee 0.01% No change 242 $21K
Skandinaviska Enskilda Banken AB (publ) 0.00% New 240 $21K
Vermillion & White Wealth Management Group, LLC 0.01% New 236 $20K
Advisors Preferred, LLC 0.00% New 232 $20K
Bruce G. Allen Investments, LLC 0.02% No change 236 $20K
Cyrus J. Lawrence, LLC 0.00% Reduce -99.4% 240 $20K
CVA Family Office, LLC 0.00% No change 230 $20K
Runnymede Capital Advisors, Inc. 0.02% — 225 $19K
PSI Advisors, LLC 0.01% Reduce -11.1% 225 $19K
Hemington Wealth Management 0.00% Reduce -34.9% 218 $18K
Conquis Financial LLC 0.02% — 209 $18K
TD Capital Management LLC 0.00% No change 208 $18K
Spectrum Wealth Counsel, LLC 0.00% No change 208 $18K
Operose Advisors LLC 0.01% Reduce -91.3% 203 $17K
Redwood Park Advisors LLC 0.01% — 200 $17K
McIlrath & Eck, LLC 0.00% No change 200 $17K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $17K
Pingora Partners LLC 0.01% No change 190 $16K
First PREMIER Bank 0.00% No change 191 $16K
Disciplina Capital Management LLC 0.00% No change 183 $16K
Quest 10 Wealth Builders, Inc. 0.02% — 182 $16K
Eagle Bay Advisors LLC 0.01% Add +24.7% 182 $16K
Measured Risk Portfolios, Inc. 0.02% — 178 $15K
Atala Financial Inc 0.01% — 171 $15K
Kiely Wealth Advisory Group, Inc. 0.01% No change 174 $15K
Tacita Capital Inc 0.01% No change 169 $15K
Global Financial Private Client, LLC 0.01% No change 168 $14K
Hurley Capital, LLC 0.01% — 160 $14K
Beaird Harris Wealth Management, LLC 0.00% No change 161 $14K
Bank & Trust Co 0.01% Add +136.8% 161 $14K
2UniFi Bank 0.01% — 160 $14K
SOA Wealth Advisors, LLC. 0.00% Add +60.0% 160 $14K
Chesapeake Asset Management LLC 0.01% No change 156 $13K
FreeGulliver LLC 0.01% New 152 $13K
New Wave Wealth Advisors LLC 0.01% New 151 $13K
Tidemark, LLC 0.00% Reduce -50.0% 150 $13K
SJS Investment Consulting Inc. 0.00% No change 150 $13K
True Wealth Design, LLC 0.01% Add +1.4% 150 $13K
Duncker Streett & Co. Inc. 0.00% New 148 $13K
Richard W. Paul & Associates, LLC 0.00% Add +16.7% 140 $12K
Harvest Fund Management Co., Ltd 0.00% Reduce -78.7% 144 $12K
Copeland Capital Management, LLC 0.00% Add +29.0% 138 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 138 $12K
FPC Investment Advisory, Inc. 0.01% Add +228.6% 138 $12K
REAP Financial Group, LLC 0.00% Add +0.8% 134 $11K
Godsey & Gibb, Inc. 0.00% Reduce -79.2% 133 $11K
1620 Investment Advisors, Inc. 0.01% Reduce -25.6% 131 $11K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 122 $10K
Cape Investment Advisory, Inc. 0.00% No change 122 $10K
NewSquare Capital LLC 0.00% Reduce -99.7% 118 $10K
Newton One Investments LLC 0.00% New 115 $10K
Compass Planning Associates Inc 0.01% — 115 $10K
Financial Freedom, LLC 0.01% No change 115 $10K
Talon Private Wealth, LLC 0.00% No change 112 $10K
Cranbrook Wealth Management, LLC 0.00% Add +1000.0% 110 $9K
Legacy Investment Solutions, LLC 0.01% No change 109 $9K
Legacy Wealth Managment, LLC 0.01% No change 109 $9K
ESL Trust Services, LLC 0.00% No change 107 $9K
First United Bank & Trust 0.00% No change 105 $9K
Macquarie Group Ltd. 0.00% Reduce -1.9% 103 $9K
Archer Investment Corp 0.00% Reduce -15.7% 102 $9K
Gold Investment Management Ltd. 0.00% No change 100 $9K
Game Plan Financial Advisors, LLC 0.00% Reduce -81.7% 100 $9K
JDM Financial Group LLC 0.00% No change 95 $8K
Raleigh Capital Management Inc. 0.00% No change 92 $8K
HHM Wealth Advisors, LLC 0.00% Reduce -30.8% 90 $8K
Riverview Trust Co 0.01% Reduce -65.6% 84 $7K
Cedar Mountain Advisors, LLC 0.00% Reduce -14.6% 82 $7K
Concord Wealth Partners 0.00% No change 80 $7K
Western Pacific Wealth Management, LP 0.01% No change 80 $7K
Legacy Bridge, LLC 0.00% No change 80 $7K
Retirement Wealth Solutions LLC 0.01% — 78 $7K
Hopwood Financial Services, Inc. 0.01% — 78 $7K
West Branch Capital LLC 0.00% Reduce -6.0% 78 $7K
Blume Capital Management, Inc. 0.00% Reduce -40.5% 75 $6K
Iron Horse Wealth Management, LLC 0.00% No change 70 $6K
Horrell Capital Management, Inc. 0.00% No change 70 $6K
Lee Danner & Bass Inc. 0.00% New 68 $6K
Noble Wealth Management PBC 0.00% — 67 $6K
DecisionPoint Financial, LLC 0.00% No change 66 $6K
CGC Financial Services, LLC 0.00% No change 65 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $5K
Delta Asset Management LLC 0.00% No change 60 $5K
HighMark Wealth Management LLC 0.00% Add +16.7% 56 $5K
Robinswood Financial LLC 0.00% No change 56 $5K
Baillie Gifford & Co. 0.00% No change 53 $5K
Stonebridge Financial Group, LLC 0.00% — 52 $4K
Accredited Wealth Management, LLC 0.00% — 50 $4K
New Millennium Group LLC 0.00% No change 46 $4K
Capital & Planning, LLC 0.00% — 42 $4K
St. Johns Investment Management Company, LLC 0.00% No change 38 $3K
Country Trust Bank 0.00% No change 38 $3K
Alexis Investment Partners, LLC 0.00% — 36 $3K
CKW Financial Group 0.00% No change 30 $3K
Mendota Financial Group, LLC 0.00% Reduce -43.1% 33 $3K
Clear Investment Research, LLC 0.00% No change 29 $2K
Trivant Custom Portfolio Group, LLC 0.00% No change 27 $2K
Maia Wealth LLC 0.00% New 26 $2K
Rogco, LP 0.00% New 25 $2K
First Command Advisory Services, Inc. 0.00% No change 24 $2K
Wood Tarver Financial Group, LLC 0.00% — 33 $2K
MV Capital Management, Inc. 0.00% No change 20 $2K
Vermillion Wealth Management, Inc. 0.00% — 20 $2K
Winch Advisory Services, LLC 0.00% New 18 $2K
Cherry Tree Wealth Management, LLC 0.00% New 15 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 15 $1K
Caitlin John, LLC 0.00% No change 14 $1K
CBIZ Investment Advisory Services, LLC 0.00% New 14 $1K
Mark Sheptoff Financial Planning, LLC 0.00% No change 13 $1K
West Oak Capital, LLC 0.00% No change 12 $1K
Gould Capital, LLC 0.00% No change 11 $946
Lanark Financial, Inc. 0.08% — 10 $870
Berkshire Capital Holdings Inc. 0.00% No change 10 $860
Fiduciary Advisors, Inc. 0.00% — 8 $689
Horizon Financial Services, LLC 0.00% No change 8 $688
Caitong International Asset Management Co., Ltd 0.00% — 6 $516
Aspect Partners, LLC 0.00% New 5 $429
PFS Partners, LLC 0.00% No change 4 $345
Safe Harbor Fiduciary, LLC 0.00% No change 2 $172
High Note Wealth, LLC 0.00% New 2 $172

"% 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.