Novartis AG-Sponsored ADRNVS
13F holders, Q2 2025 (June 30)1,385holders +27
94new positions
74sold out
8famous investors
$120.96avg. 13F price*
At the end of Q2 2025, 1,385 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 27 from Q1 2025. 94 opened new positions and 74 sold out. The largest holders were Dodge & Cox ($1.3B), Primecap Management Co. ($1.3B) and Dimensional Fund Advisors LP ($1.1B). 8 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- Novartis AG-Sponsored ADR
- CUSIP
- 66987V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $118.8M |
| Exits | 74 | $383.1M |
All 13F filers, Q1 2025 → Q2 2025: 7,655,654 shares bought and 11,938,681 shares sold, net −4,283,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,385 holders
| Dodge & Cox | 0.72% | Reduce -9.9% | 10,647,629 | $1.3B |
| Primecap Management Co. | 1.00% | Add +0.2% | 10,401,434 | $1.3B |
| Dimensional Fund Advisors LP | 0.25% | Add +5.3% | 9,060,895 | $1.1B |
| Morgan Stanley | 0.06% | Add +7.1% | 7,559,488 | $914.8M |
| Fisher Asset Management | 0.34% | Add +5.3% | 7,121,414 | $861.8M |
| Loomis Sayles & Co. L P | 0.85% | Add +1.4% | 5,581,576 | $675.4M |
| Bank of America Corp. | 0.04% | Reduce -4.0% | 4,527,488 | $547.9M |
| Franklin Resources Inc. | 0.14% | Reduce -14.4% | 4,239,426 | $513.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -30.6% | 2,541,872 | $307.6M |
| Wellington Management Group LLP | 0.06% | Reduce -16.3% | 2,502,395 | $302.8M |
| BlackRock, Inc. | 0.01% | Add +7.1% | 2,321,155 | $280.9M |
| Renaissance Technologies | 0.37% | Add +0.5% | 2,298,151 | $278.1M |
| Principal Financial Group Inc. | 0.15% | Reduce -4.2% | 2,291,880 | $277.3M |
| Northern Trust Corp. | 0.04% | Add +1.0% | 2,202,816 | $266.6M |
| Janus Henderson Group PLC | 0.13% | Reduce -2.5% | 2,178,822 | $263.7M |
| Cullen Capital Management, LLC | 2.89% | Reduce -0.6% | 2,096,852 | $253.7M |
| Wells Fargo & Company | 0.05% | Reduce -1.7% | 1,863,268 | $225.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +8.0% | 1,736,891 | $210.2M |
| State Street Corp. | 0.01% | Add +0.8% | 1,597,830 | $195.6M |
| FMR LLC | 0.01% | Add +5.0% | 1,540,963 | $186.5M |
| Marshall Wace, LLP | 0.21% | Reduce -0.1% | 1,431,814 | $173.3M |
| UBS Group AG | 0.03% | Reduce -20.4% | 1,356,826 | $164.2M |
| Scharf Investments, LLC | 4.40% | Add +0.3% | 1,262,444 | $152.8M |
| Chevy Chase Trust Holdings, LLC | 0.40% | Add +3.1% | 1,135,326 | $137.4M |
| Raymond James Financial Inc. | 0.04% | Add +3.5% | 927,314 | $112.2M |
| Balyasny Asset Management L.P. | 0.24% | Add +52.9% | 876,956 | $106.1M |
| Natixis Advisors, LLC | 0.17% | Reduce -1.3% | 860,998 | $104.2M |
| Earnest Partners LLC | 0.46% | Add +3.1% | 850,207 | $102.9M |
| Millennium Management | 0.09% | Add +98.4% | 840,771 | $101.7M |
| Clark Capital Management Group, Inc. | 0.70% | Add +40.3% | 830,970 | $100.6M |
| Truist Financial Corp. | 0.14% | Add +3.7% | 798,467 | $96.6M |
| Point72 Asset Management | 0.23% | Reduce -31.0% | 746,706 | $90.4M |
| Ameriprise Financial Inc. | 0.02% | Add +63.0% | 631,131 | $76.4M |
| Bristol John W & Co. Inc. | 1.16% | Reduce -0.2% | 592,281 | $71.7M |
| American Century Companies Inc. | 0.04% | Add +65.1% | 588,361 | $71.2M |
| Bank of Montreal | 0.03% | Add +489.1% | 564,990 | $68.4M |
| Optiver Holding B.V. | 1.68% | Add +1136.5% | 515,173 | $62.3M |
| Sei Investments Co. | 0.07% | Reduce -10.2% | 511,747 | $61.9M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 503,799 | $61.0M |
| Harvest Portfolios Group Inc. | 1.39% | Reduce -2.2% | 492,568 | $59.6M |
| CIBC Private Wealth Group LLC | 0.10% | Add +2.1% | 477,344 | $57.8M |
| LPL Financial LLC | 0.02% | Reduce -1.3% | 460,093 | $55.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.2% | 455,317 | $55.1M |
| Corient Private Wealth LP | 0.07% | Reduce -2.2% | 452,823 | $54.8M |
| NewEdge Wealth, LLC | 0.85% | Add +7.9% | 465,916 | $54.0M |
| First Trust Advisors LP | 0.04% | Reduce -7.8% | 419,034 | $50.7M |
| Todd Asset Management LLC | 1.08% | Add +4.9% | 415,901 | $50.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -6.0% | 402,360 | $48.7M |
| Van Eck Associates Corp. | 0.06% | Add +23.5% | 399,485 | $48.3M |
| Creative Planning | 0.04% | Add +2.9% | 398,258 | $48.2M |
| TCTC Holdings, LLC | 1.52% | Reduce -0.0% | 391,636 | $47.4M |
| GMO | 0.13% | Reduce -10.1% | 352,695 | $42.7M |
| Woodley Farra Manion Portfolio Management Inc. | 1.94% | Add +0.8% | 340,919 | $41.3M |
| Cerity Partners LLC | 0.07% | Add +0.4% | 338,755 | $41.0M |
| Two Sigma Investments, LP | 0.08% | Add +317.6% | 334,499 | $40.5M |
| D.A. Davidson & Co. | 0.28% | Reduce -17.2% | 330,621 | $40.0M |
| Assetmark, Inc. | 0.09% | Add +18.9% | 319,908 | $38.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -41.7% | 316,360 | $38.3M |
| Saturna Capital Corp. | 0.52% | Reduce -1.3% | 315,876 | $38.2M |
| Harding Loevner LP | 0.26% | New | 313,527 | $37.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +38.5% | 310,389 | $37.6M |
| Cookson Peirce & Co. Inc. | 1.42% | Add +20.4% | 267,535 | $32.4M |
| Midwest Trust Co | 0.45% | — | 266,893 | $32.3M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +3.7% | 264,985 | $32.1M |
| Teachers Retirement System of the State of Kentucky | 0.25% | Add +3.1% | 253,850 | $30.7M |
| Stifel Financial Corp. | 0.03% | Add +5.0% | 243,345 | $29.4M |
| HighTower Advisors, LLC | 0.04% | Add +2.0% | 242,660 | $29.4M |
| Brandes Investment Partners, LP | 0.26% | Add +6.3% | 239,282 | $29.0M |
| Mariner, LLC | 0.04% | Add +5.3% | 227,371 | $27.5M |
| Parkwood LLC | 2.53% | Add +113.7% | 227,300 | $27.5M |
| US Bancorp \de | 0.03% | Reduce -9.2% | 223,060 | $27.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.9% | 222,630 | $26.9M |
| First Financial Bankshares Inc | 0.60% | Add +2.1% | 221,898 | $26.9M |
| Martin Investment Management, LLC | 6.80% | Reduce -5.8% | 219,258 | $26.5M |
| Citigroup Inc. | 0.02% | Reduce -9.8% | 214,021 | $25.9M |
| Oppenheimer Asset Management Inc. | 0.29% | Reduce -1.3% | 209,522 | $25.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 208,817 | $25.3M |
| Abc Arbitrage SA | 2.89% | New | 208,708 | $25.3M |
| Integral Health Asset Management, LLC | 2.26% | Reduce -20.0% | 200,000 | $24.2M |
| Invesco Ltd. | 0.00% | Add +3.9% | 199,958 | $24.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.1% | 199,413 | $24.1M |
| Quantinno Capital Management LP | 0.10% | Add +24.5% | 198,749 | $24.1M |
| Promethos Capital, LLC | 8.07% | Add +5.3% | 197,585 | $23.9M |
| Managed Asset Portfolios, LLC | 3.10% | Add +1.2% | 197,040 | $23.8M |
| Godsey & Gibb, Inc. | 2.22% | Add +0.4% | 196,287 | $23.8M |
| QRG Capital Management, Inc. | 0.20% | Add +3.1% | 191,635 | $23.2M |
| MML Investors Services, LLC | 0.07% | Add +12.6% | 191,161 | $23.1M |
| Brown Advisory Inc. | 0.03% | Reduce -2.1% | 190,121 | $23.0M |
| Point72 Europe (London) LLP | 1.16% | Add +81.9% | 186,051 | $22.5M |
| Osaic Holdings, Inc. | 0.04% | Add +78.0% | 181,477 | $21.4M |
| Jones Financial Companies LLLP | 0.02% | Add +11.4% | 173,116 | $20.8M |
| Douglas Lane & Associates, LLC | 0.29% | Reduce -2.5% | 165,271 | $20.0M |
| Foresight Global Investors, Inc. | 14.17% | Reduce -12.2% | 164,924 | $20.0M |
| Grandfield & Dodd, LLC | 1.15% | Reduce -0.6% | 162,307 | $19.6M |
| Cibc World Market Inc. | 0.04% | Reduce -91.5% | 158,998 | $19.2M |
| M&T Bank Corp | 0.07% | Reduce -0.3% | 158,678 | $19.2M |
| Oak Associates Ltd. | 1.25% | Add +3.6% | 157,880 | $19.1M |
| NorthCoast Asset Management LLC | 0.08% | Add +180.8% | 152,066 | $18.4M |
| Captrust Financial Advisors | 0.04% | Add +8.4% | 151,265 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.1% | 146,533 | $17.9M |
| Cetera Investment Advisers | 0.03% | Add +16.4% | 147,261 | $17.8M |
| Wilkins Investment Counsel Inc. | 2.39% | Reduce -6.6% | 139,420 | $16.9M |
| Coleford Investment Management Ltd. | 4.34% | Reduce -0.5% | 138,750 | $16.8M |
| Boston Common Asset Management, LLC | 0.47% | Reduce -7.9% | 138,583 | $16.8M |
| John G Ullman & Associates Inc. | 2.47% | Reduce -0.5% | 137,407 | $16.6M |
| First Fiduciary Investment Counsel, Inc. | 3.28% | Add +0.3% | 136,823 | $16.6M |
| ProVise Management Group, LLC | 1.30% | Add +2.7% | 136,467 | $16.5M |
| GW Henssler & Associates Ltd. | 0.88% | Reduce -0.7% | 135,406 | $16.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.0% | 134,906 | $16.3M |
| Ingalls & Snyder LLC | 0.57% | Add +4.6% | 132,017 | $16.0M |
| Vanguard Personalized Indexing Management, LLC | 0.17% | Add +14.7% | 125,612 | $15.2M |
| Tocqueville Asset Management L.P. | 0.21% | Reduce -1.0% | 116,314 | $14.1M |
| Neuberger Berman Group LLC | 0.01% | Add +5.7% | 115,299 | $14.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.1% | 110,120 | $13.6M |
| Edgemoor Investment Advisors, Inc. | 1.16% | Reduce -1.4% | 110,739 | $13.4M |
| &partners | 0.10% | Add +9.9% | 106,636 | $12.9M |
| Cresset Asset Management, LLC | 0.06% | Reduce -7.8% | 104,952 | $12.7M |
| Pathstone Holdings, LLC | 0.05% | Reduce -20.4% | 103,024 | $12.5M |
| New York State Common Retirement Fund | 0.02% | Add +1.0% | 102,545 | $12.4M |
| Ritholtz Wealth Management | 0.27% | Add +10.3% | 100,665 | $12.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -1.5% | 99,603 | $12.1M |
| Zevin Asset Management LLC | 1.73% | Reduce -2.1% | 99,336 | $12.0M |
| Exencial Wealth Advisors, LLC | 0.42% | Reduce -16.6% | 98,416 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.9% | 97,743 | $11.8M |
| Manning & Napier Advisors LLC | 0.14% | Reduce -28.1% | 95,915 | $11.6M |
| Allworth Financial LP | 0.06% | Add +1.0% | 95,858 | $11.6M |
| American Assets Investment Management, LLC | 0.91% | No change | 93,610 | $11.3M |
| Euro Pacific Asset Management, LLC | 1.82% | Reduce -1.0% | 93,058 | $11.3M |
| Bahl & Gaynor LLC | 0.06% | Reduce -2.0% | 91,639 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.0% | 90,592 | $11.0M |
| Capital Wealth Planning, LLC | 0.09% | Add +75.6% | 90,385 | $10.9M |
| Matthew Goff Investment Advisor, LLC | 1.99% | Reduce -0.7% | 88,759 | $10.7M |
| Callan Family Office, LLC | 0.33% | Add +233.5% | 87,048 | $10.5M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Add +0.8% | 85,823 | $10.4M |
| Cwm, LLC | 0.04% | Add +19.8% | 82,659 | $10.0M |
| Investment House LLC | 0.50% | Reduce -0.5% | 81,817 | $9.9M |
| Eldred Rock Partners, LLC | 2.97% | Add +0.1% | 80,882 | $9.8M |
| Ethic Inc. | 0.17% | Reduce -5.3% | 81,348 | $9.8M |
| Gabelli Funds LLC | 0.07% | Reduce -0.6% | 79,400 | $9.6M |
| Altrius Capital Management Inc | 2.23% | Reduce -0.9% | 78,909 | $9.5M |
| Sanctuary Advisors, LLC | 0.06% | Add +2.1% | 78,568 | $9.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -36.5% | 78,104 | $9.5M |
| Tweedy, Browne Co LLC | 0.87% | Reduce -4.6% | 77,269 | $9.4M |
| Cohen Capital Management, Inc. | 1.52% | Reduce -2.1% | 77,263 | $9.3M |
| Live Oak Private Wealth LLC | 1.38% | Reduce -0.1% | 76,615 | $9.3M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.6% | 76,452 | $9.3M |
| Clifford Swan Investment Counsel LLC | 0.33% | Reduce -2.7% | 76,420 | $9.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.40% | Add +0.3% | 75,841 | $9.2M |
| CW Advisors, LLC | 0.09% | Add +52.7% | 75,340 | $9.1M |
| Massachusetts Financial Services Co. | 0.00% | Add +86.5% | 74,488 | $9.0M |
| Tower Bridge Advisors | 0.98% | Reduce -4.6% | 74,344 | $9.0M |
| Lockheed Martin Investment Management Co. | 0.33% | New | 73,700 | $8.9M |
| Reynders McVeigh Capital Management, LLC | 0.44% | Reduce -3.5% | 73,657 | $8.9M |
| AQR Capital Management | 0.01% | Add +225.7% | 73,512 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -33.8% | 71,972 | $8.7M |
| National Bank of Canada | 0.01% | Add +50.0% | 71,204 | $8.7M |
| Camden National Bank | 1.24% | Reduce -1.7% | 71,057 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -18.9% | 69,062 | $8.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -11.4% | 68,283 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.1% | 66,544 | $8.1M |
| Blair William & Co. | 0.02% | Reduce -13.6% | 66,107 | $8.0M |
| Legal & General Group Plc | 0.00% | Add +27.6% | 65,156 | $7.9M |
| Empowered Funds, LLC | 0.09% | Add +309.7% | 64,835 | $7.8M |
| Mengis Capital Management, Inc. | 1.67% | Reduce -19.5% | 64,483 | $7.8M |
| GQG Partners LLC | 0.01% | Add +1709.5% | 62,535 | $7.6M |
| Banco Santander, S.A. | 0.07% | Reduce -0.1% | 62,361 | $7.5M |
| Welch & Forbes LLC | 0.09% | Add +0.8% | 61,809 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +4.5% | 61,105 | $7.4M |
| Curi Capital, LLC | 0.14% | Add +7.8% | 60,222 | $7.3M |
| Country Club Bank | 0.45% | Reduce -1.4% | 60,099 | $7.2M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -1.1% | 58,075 | $7.0M |
| Fiduciary Trust Co | 0.09% | Reduce -2.4% | 57,995 | $7.0M |
| Quadrant Capital Group LLC | 0.25% | Reduce -11.6% | 57,432 | $6.9M |
| Park Avenue Securities LLC | 0.06% | Add +18.9% | 55,319 | $6.7M |
| Whittier Trust Co. | 0.08% | Add +3.5% | 55,038 | $6.7M |
| JARISLOWSKY, FRASER Ltd | 0.04% | Reduce -1.3% | 53,447 | $6.5M |
| Atria Investments, Inc | 0.08% | Add +14.6% | 53,286 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -9.6% | 52,862 | $6.4M |
| Walled Lake Planning & Wealth Management, LLC | 2.08% | Add +1.5% | 52,701 | $6.4M |
| Boston Partners | 0.01% | Add +27.1% | 52,730 | $6.4M |
| Monte Financial Group, LLC | 2.47% | Reduce -0.9% | 52,462 | $6.3M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -1.4% | 52,167 | $6.3M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +256.5% | 52,022 | $6.3M |
| Focus Partners Wealth | 0.01% | Add +8.6% | 51,637 | $6.2M |
| Glassy Mountain Advisors, Inc. | 2.00% | Add +2.1% | 51,437 | $6.2M |
| Narwhal Capital Management | 0.49% | Reduce -2.4% | 50,760 | $6.1M |
| Geneos Wealth Management Inc. | 0.15% | Add +52.4% | 50,728 | $6.1M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 50,667 | $6.1M |
| Advisors Capital Management, LLC | 0.08% | Add +10.4% | 50,350 | $6.1M |
| Brown Brothers Harriman & Co. | 0.04% | Reduce -18.5% | 50,177 | $6.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.27% | — | 49,964 | $6.0M |
| Keybank National Association | 0.02% | Add +13.2% | 49,377 | $6.0M |
| Pittenger & Anderson Inc. | 0.22% | Add +1.6% | 49,020 | $5.9M |
| Cardinal Capital Management | 0.87% | Add +2.2% | 49,013 | $5.9M |
| Rathbones Group PLC | 0.03% | Reduce -0.7% | 48,599 | $5.9M |
| Smithbridge Asset Management Inc. | 1.03% | Add +1.1% | 48,524 | $5.9M |
| Jane Street Group, LLC | 0.01% | Reduce -52.6% | 48,065 | $5.8M |
| Catalyst Capital Advisors LLC | 0.12% | Add +10.4% | 47,592 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.3% | 47,199 | $5.7M |
| Logan Capital Management Inc. | 0.26% | Add +11.2% | 46,660 | $5.6M |
| Trust Co. of Vermont | 0.27% | Reduce -0.7% | 46,558 | $5.6M |
| First Manhattan Co. Llc. | 0.02% | Reduce -7.3% | 45,848 | $5.5M |
| Auto-Owners Insurance Co | 0.12% | Add +606.1% | 45,143 | $5.5M |
| Scotia Capital Inc. | 0.03% | Add +3.4% | 44,901 | $5.4M |
| Signaturefd, LLC | 0.09% | Add +3.8% | 44,718 | $5.4M |
| Financial Gravity Companies, Inc. | 1.05% | — | 44,198 | $5.3M |
| Fiera Capital Corp | 0.02% | New | 43,671 | $5.3M |
| Henry James International Management Inc. | 1.73% | Reduce -5.2% | 43,599 | $5.3M |
| Greenfield Seitz Capital Management, LLC | 1.85% | Reduce -0.1% | 43,367 | $5.2M |
| Voya Investment Management LLC | 0.01% | Add +10.1% | 43,225 | $5.2M |
| World Investment Advisors | 0.12% | Add +3.1% | 42,757 | $5.2M |
| Naviter Wealth, LLC | 0.63% | Add +5.2% | 42,083 | $5.1M |
| Greenup Street Wealth Management LLC | 0.88% | Add +2.2% | 42,007 | $5.1M |
| Perennial Advisors, LLC | 0.94% | Reduce -0.2% | 41,945 | $5.1M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -0.5% | 41,243 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +5.5% | 41,140 | $5.0M |
| Hamel Associates, Inc. | 1.67% | Reduce -0.7% | 40,755 | $4.9M |
| Carret Asset Management, LLC | 0.52% | Add +0.6% | 40,081 | $4.9M |
| Fred Alger Management, LLC | 0.02% | Add +44.4% | 39,512 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +13.8% | 39,469 | $4.8M |
| Rhumbline Advisers | 0.00% | Add +0.9% | 38,953 | $4.7M |
| Arlington Partners LLC | 1.74% | Reduce -4.8% | 38,905 | $4.7M |
| Argent Trust Co | 0.18% | Add +5.5% | 38,895 | $4.7M |
| Farmers & Merchants Investments Inc. | 0.14% | Reduce -4.1% | 38,891 | $4.7M |
| Hayek Kallen Investment Management | 1.60% | Reduce -1.5% | 38,890 | $4.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.1% | 37,995 | $4.6M |
| HRT Financial LP | 0.02% | Reduce -18.7% | 37,980 | $4.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +15.8% | 37,963 | $4.6M |
| Baldwin Wealth Partners LLC | 0.31% | Reduce -9.1% | 37,644 | $4.6M |
| Crossmark Global Holdings, Inc. | 0.07% | Reduce -3.4% | 37,363 | $4.5M |
| Haverford Trust Co | 0.04% | Reduce -0.1% | 37,238 | $4.5M |
| Sphera Funds Management LTD. | 1.17% | Reduce -26.0% | 37,000 | $4.5M |
| Principal Securities, Inc. | 0.08% | Add +27.1% | 36,684 | $4.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +8.7% | 35,883 | $4.3M |
| Dearborn Partners LLC | 0.20% | Reduce -43.4% | 35,210 | $4.3M |
| Woodmont Investment Counsel LLC | 0.28% | Reduce -1.0% | 34,768 | $4.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | No change | 34,277 | $4.1M |
| Timber Creek Capital Management LLC | 1.04% | Reduce -5.3% | 34,785 | $4.1M |
| Azzad Asset Management Inc. | 0.44% | Reduce -3.9% | 33,799 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +8.9% | 33,683 | $4.1M |
| Pekin Hardy Strauss, Inc. | 0.46% | Reduce -5.0% | 33,491 | $4.1M |
| Daymark Wealth Partners, LLC | 0.15% | Add +12.5% | 33,307 | $4.0M |
| Aquatic Capital Management LLC | 0.08% | New | 33,240 | $4.0M |
| Vident Advisory, LLC | 0.05% | Add +0.9% | 33,158 | $4.0M |
| WealthTrust Axiom LLC | 1.16% | Reduce -6.4% | 32,650 | $4.0M |
| Cornerstone Wealth Group, LLC | 0.30% | Add +3.7% | 32,611 | $3.9M |
| Chesley Taft & Associates LLC | 0.17% | Reduce -3.0% | 31,197 | $3.8M |
| Moors & Cabot, Inc. | 0.17% | Add +6.2% | 31,062 | $3.8M |
| Northeast Investment Management | 0.16% | Reduce -0.2% | 30,970 | $3.7M |
| Merit Financial Group, LLC | 0.04% | Add +52.8% | 30,520 | $3.7M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -3.4% | 30,175 | $3.7M |
| Advisory Services Network, LLC | 0.06% | Add +2.4% | 32,102 | $3.7M |
| Providence Capital Advisors, LLC | 0.67% | Add +2.9% | 30,129 | $3.6M |
| Lido Advisors, LLC | 0.02% | Add +86.1% | 30,001 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.3% | 29,712 | $3.6M |
| Prentiss Smith & Co. Inc. | 2.11% | Reduce -38.8% | 29,334 | $3.5M |
| Northside Capital Management, LLC | 0.27% | Add +788.6% | 29,290 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.3% | 28,735 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Add +8.3% | 29,189 | $3.5M |
| Choreo, LLC | 0.05% | Add +2.8% | 29,078 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Add +5.2% | 28,954 | $3.5M |
| NBT Bank, N.A. | 0.24% | Reduce -1.8% | 28,719 | $3.5M |
| Oxbow Advisors, LLC | 0.39% | Add +3.5% | 28,619 | $3.5M |
| DRW Securities, LLC | 0.24% | Add +822.0% | 28,619 | $3.5M |
| Atlantic Union Bankshares Corp | 0.08% | Add +62.4% | 28,557 | $3.5M |
| Capital Insight Partners, LLC | 0.60% | Reduce -7.8% | 28,439 | $3.4M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 2.43% | Reduce -0.2% | 28,405 | $3.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -69.5% | 28,364 | $3.4M |
| Acadian Asset Management LLC | 0.01% | Reduce -0.2% | 28,300 | $3.4M |
| Fayez Sarofim & Co | 0.01% | Reduce -2.8% | 28,136 | $3.4M |
| Vise Technologies, Inc. | 0.14% | — | 27,627 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +84.2% | 27,533 | $3.3M |
| Trustmark Bank Trust Department | 0.23% | Reduce -0.5% | 27,206 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +10.4% | 26,947 | $3.3M |
| Naples Global Advisors, LLC | 0.28% | Reduce -1.5% | 26,835 | $3.2M |
| Ballentine Partners, LLC | 0.05% | Add +4.4% | 26,751 | $3.2M |
| Telos Capital Management, Inc. | 0.33% | Reduce -2.7% | 26,690 | $3.2M |
| Hantz Financial Services, Inc. | 0.05% | Add +74.1% | 26,638 | $3.2M |
| SIH Partners, LLLP | 0.31% | Reduce -6.1% | 26,579 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +20.0% | 26,577 | $3.2M |
| Americana Partners, LLC | 0.11% | Add +3.1% | 26,547 | $3.2M |
| Prospera Financial Services Inc | 0.06% | Add +21.0% | 26,483 | $3.2M |
| Glenmede Investment Management, LP | 0.02% | — | 26,337 | $3.2M |
| Wambolt & Associates, LLC | 1.07% | Reduce -5.1% | 25,647 | $3.2M |
| First Pacific Financial | 0.46% | New | 26,055 | $3.2M |
| Penobscot Investment Management Company, Inc. | 0.27% | No change | 25,767 | $3.1M |
| Arkadios Wealth Advisors | 0.09% | Reduce -3.3% | 25,629 | $3.1M |
| Hall Laurie J Trustee | 1.01% | Reduce -3.8% | 25,142 | $3.0M |
| Quartz Partners, LLC | 1.39% | Reduce -0.5% | 25,082 | $3.0M |
| EagleClaw Capital Managment, LLC | 0.45% | No change | 24,908 | $3.0M |
| Shelton Capital Management | 0.07% | Add +217.4% | 24,885 | $3.0M |
| Fifth Third Bancorp | 0.01% | Add +3.8% | 24,839 | $3.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.30% | New | 24,655 | $3.0M |
| Forum Financial Management, LP | 0.05% | Add +0.4% | 24,607 | $3.0M |
| MAI Capital Management | 0.02% | Add +9.0% | 24,493 | $3.0M |
| Patten & Patten Inc. | 0.19% | Reduce -10.5% | 24,385 | $3.0M |
| Albert D Mason Inc. | 2.13% | Reduce -6.4% | 24,364 | $2.9M |
| Blue Square Asset Management, LLC | 1.38% | Add +14.6% | 24,283 | $2.9M |
| Fairfield, Bush & Co. | 1.66% | Reduce -3.3% | 24,224 | $2.9M |
| Fca Corp. | 0.87% | Add +2.2% | 24,069 | $2.9M |
| Mgo One Seven LLC | 0.09% | Add +2.8% | 23,951 | $2.9M |
| apricus wealth, LLC | 1.67% | Add +2.0% | 23,768 | $2.9M |
| Simplex Trading, LLC | 0.08% | New | 23,703 | $2.9M |
| Tealwood Asset Management Inc. | 1.27% | Reduce -3.0% | 23,581 | $2.9M |
| Parr McKnight Wealth Management Group, LLC | 0.39% | Reduce -1.9% | 23,434 | $2.8M |
| Evergreen Capital Management LLC | 0.08% | Add +31.5% | 23,296 | $2.8M |
| Choate Investment Advisors | 0.06% | No change | 23,111 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +34.3% | 22,893 | $2.8M |
| AMG National Trust Bank | 0.07% | Reduce -0.4% | 22,756 | $2.8M |
| Mitchell & Pahl Private Wealth, LLC | 1.21% | Add +1.4% | 22,544 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +10.8% | 22,497 | $2.7M |
| Huntington National Bank | 0.02% | Reduce -1.0% | 22,229 | $2.7M |
| Brooklyn Investment Group | 0.35% | Add +214.4% | 22,090 | $2.7M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -10.1% | 21,886 | $2.6M |
| Denali Advisors LLC | 0.27% | Reduce -0.6% | 21,813 | $2.6M |
| Commerce Bank | 0.02% | Reduce -8.5% | 21,785 | $2.6M |
| Cascade Investment Advisors, Inc. | 1.69% | Reduce -2.2% | 21,755 | $2.6M |
| West Oak Capital, LLC | 1.30% | Add +13.2% | 21,413 | $2.6M |
| Family Manage LLC | 0.39% | Add +0.3% | 21,007 | $2.5M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -22.3% | 20,955 | $2.5M |
| TD Asset Management Inc | 0.00% | Add +18.8% | 20,700 | $2.5M |
| Compound Planning, Inc. | 0.09% | Reduce -5.2% | 20,640 | $2.5M |
| Coastline Trust Co | 0.29% | No change | 20,621 | $2.5M |
| Beacon Financial Group | 0.26% | Reduce -0.4% | 20,564 | $2.5M |
| Cloverfields Capital Group, LP | 0.74% | Add +6.2% | 20,495 | $2.5M |
| Old Port Advisors | 0.67% | Add +5.9% | 20,406 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +23.4% | 20,377 | $2.5M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.42% | — | 20,000 | $2.4M |
| Foster & Motley Inc. | 0.14% | Add +5.4% | 19,969 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.8% | 19,594 | $2.4M |
| Ieq Capital, LLC | 0.01% | Add +39.5% | 19,392 | $2.3M |
| Everett Harris & Co. | 0.03% | Reduce -7.0% | 19,363 | $2.3M |
| Optimist Retirement Group LLC | 1.12% | Add +0.4% | 19,272 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Add +0.7% | 19,044 | $2.3M |
| Trust Co. of Toledo NA | 0.25% | Reduce -1.0% | 18,956 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -2.1% | 18,706 | $2.3M |
| WCG Wealth Advisors LLC | 0.15% | Add +0.9% | 18,607 | $2.3M |
| DGS Capital Management, LLC | 0.46% | Add +23.3% | 18,580 | $2.2M |
| Kahn Brothers Group Inc. | 0.45% | Reduce -15.7% | 18,471 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -1.5% | 18,280 | $2.2M |
| Abbot Financial Management, Inc. | 1.02% | Reduce -0.5% | 18,342 | $2.2M |
| Ipswich Investment Management Co., Inc. | 0.53% | Reduce -6.9% | 18,127 | $2.2M |
| Independent Investors Inc. | 0.47% | No change | 17,900 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -8.5% | 17,897 | $2.2M |
| Lester Murray Antman dba SimplyRich | 0.60% | No change | 17,776 | $2.2M |
| Csenge Advisory Group | 0.11% | Add +2.4% | 18,408 | $2.1M |
| Benedict Financial Advisors Inc. | 0.48% | Add +0.9% | 17,588 | $2.1M |
| Jamison Private Wealth Management, Inc. | 0.31% | Reduce -0.6% | 17,568 | $2.1M |
| Checchi Capital Advisers, LLC | 0.15% | Reduce -4.1% | 17,475 | $2.1M |
| Triasima Portfolio Management inc. | 0.39% | No change | 17,465 | $2.1M |
| Kathmere Capital Management, LLC | 0.16% | Reduce -7.4% | 17,363 | $2.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +10.9% | 17,328 | $2.1M |
| Altman Advisors, Inc. | 0.85% | Add +3.3% | 17,000 | $2.1M |
| Nichols & Pratt Advisers LLP | 0.14% | Reduce -1.1% | 17,237 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +5.6% | 17,307 | $2.1M |
| Marietta Investment Partners LLC | 0.45% | Reduce -3.4% | 17,104 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -19.5% | 17,029 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.16% | Reduce -20.0% | 16,969 | $2.1M |
| New Vernon Capital Holdings II LLC | 0.98% | Add +36.3% | 16,911 | $2.0M |
| Headinvest, LLC | 0.44% | Reduce -4.6% | 16,884 | $2.0M |
| Abundance Wealth Counselors | 0.38% | Add +23.0% | 16,886 | $2.0M |
| Patten Group, Inc. | 0.43% | Reduce -0.7% | 16,853 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -0.7% | 16,772 | $2.0M |
| Rothschild Investment LLC | 0.13% | Add +0.3% | 16,581 | $2.0M |
| Advisors Management Group Inc. | 0.38% | Reduce -1.3% | 16,513 | $2.0M |
| Palisade Asset Management, LLC | 0.20% | Reduce -1.1% | 16,449 | $2.0M |
| Quadcap Wealth Management, LLC | 0.25% | Add +29.3% | 16,426 | $2.0M |
| Leo Wealth, LLC | 0.15% | Add +15.6% | 16,380 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.5% | 16,156 | $2.0M |
| Ascent Wealth Partners, LLC | 0.24% | Reduce -0.8% | 16,005 | $1.9M |
| Empire Financial Management Company, LLC | 0.56% | Add +1.6% | 15,939 | $1.9M |
| IAM Advisory, LLC | 0.46% | Add +4.6% | 15,901 | $1.9M |
| Level Four Advisory Services, LLC | 0.07% | Add +40.7% | 15,892 | $1.9M |
| Marshall Financial Group, LLC | 0.37% | New | 15,634 | $1.9M |
| BTC Capital Management, Inc. | 0.16% | Add +2.4% | 15,751 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Add +22.1% | 15,617 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +38.0% | 15,573 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +3.6% | 15,518 | $1.9M |
| PEAK6 LLC | 0.06% | New | 15,516 | $1.9M |
| Aaron Wealth Advisors LLC | 0.19% | Add +4.5% | 15,228 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -5.4% | 15,185 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +32.6% | 15,119 | $1.8M |
| China Universal Asset Management Co., Ltd. | 0.17% | Add +33.7% | 15,000 | $1.8M |
| Mosaic Financial Group, LLC | 1.39% | No change | 14,986 | $1.8M |
| Baker Ellis Asset Management LLC | 0.24% | Add +17.8% | 14,561 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | Add +0.1% | 14,534 | $1.8M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 14,481 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Reduce -2.7% | 14,462 | $1.8M |
| FSB Premier Wealth Management, Inc. | 0.62% | Add +18.5% | 14,324 | $1.7M |
| Somerville Kurt F | 0.29% | Reduce -11.0% | 14,323 | $1.7M |
| Strategic Global Advisors, LLC | 0.28% | Add +13.8% | 14,247 | $1.7M |
| Voya Financial Advisors, Inc. | 0.17% | Add +0.3% | 14,339 | $1.7M |
| Wellington Capital Management, Inc. | 2.56% | — | 14,141 | $1.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.39% | Reduce -2.4% | 14,125 | $1.7M |
| Ascent Group, LLC | 0.07% | Add +0.7% | 14,121 | $1.7M |
| Marco Investment Management LLC | 0.14% | Reduce -2.1% | 14,120 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Add +27.4% | 14,106 | $1.7M |
| Lighthouse Investment Partners, LLC | 0.07% | New | 14,000 | $1.7M |
| Stonebridge Capital Management Inc. | 0.66% | No change | 13,975 | $1.7M |
| Parsons Capital Management Inc. | 0.10% | Reduce -0.2% | 13,833 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Add +1.3% | 13,778 | $1.7M |
| Park National Corp. | 0.05% | Reduce -0.7% | 13,755 | $1.7M |
| Ativo Capital Management LLC | 1.48% | Add +13.4% | 13,725 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +62.0% | 13,631 | $1.6M |
| Roberts Glore & Co. Inc. | 0.48% | Reduce -4.5% | 13,508 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +18.3% | 13,357 | $1.6M |
| AIMZ Investment Advisors, LLC | 0.54% | Reduce -0.2% | 13,328 | $1.6M |
| Compass Wealth Management LLC | 0.38% | Reduce -6.2% | 13,322 | $1.6M |
| Greenleaf Trust | 0.01% | Reduce -24.5% | 13,314 | $1.6M |
| Solutions 4 Wealth, Ltd | 2.67% | No change | 13,215 | $1.6M |
| Sepio Capital, LP | 0.11% | Add +0.1% | 13,195 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +63.0% | 13,106 | $1.6M |
| Onex Canada Asset Management Inc. | 0.19% | Reduce -39.9% | 13,075 | $1.6M |
| Trexquant Investment LP | 0.02% | New | 13,023 | $1.6M |
| Venturi Wealth Management, LLC | 0.08% | Add +9.1% | 12,957 | $1.6M |
| Boston Family Office LLC | 0.10% | No change | 12,935 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Add +21.4% | 12,841 | $1.6M |
| Boit C F David | 0.75% | No change | 12,800 | $1.5M |
| West Family Investments, Inc. | 0.40% | Add +27.6% | 12,766 | $1.5M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -15.1% | 12,677 | $1.5M |
| Arnhold LLC | 0.14% | No change | 12,636 | $1.5M |
| Physicians Financial Services, Inc. | 0.46% | Reduce -1.6% | 12,634 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -65.0% | 12,572 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +10.5% | 12,550 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Reduce -8.3% | 12,526 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +9.0% | 12,478 | $1.5M |
| Glass Wealth Management Co LLC | 0.79% | No change | 12,310 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Reduce -1.0% | 12,307 | $1.5M |
| Plancorp, LLC | 0.05% | Add +43.4% | 12,288 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Add +5.0% | 12,253 | $1.5M |
| Kentucky Trust Co | 0.85% | No change | 12,237 | $1.5M |
| Calydon Capital | 0.15% | Add +101.1% | 12,228 | $1.5M |
| Delphi Management Inc. | 1.42% | Reduce -8.7% | 12,147 | $1.5M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -3.2% | 12,144 | $1.5M |
| ICONIQ Capital, LLC | 0.02% | Add +53.5% | 12,135 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -5.5% | 12,125 | $1.5M |
| Beutel, Goodman & Co Ltd. | 0.01% | Reduce -11.7% | 12,110 | $1.5M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.12% | No change | 12,000 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -12.8% | 11,954 | $1.4M |
| Arjuna Capital | 0.38% | Reduce -4.5% | 11,892 | $1.4M |
| V-Square Quantitative Management LLC | 0.19% | Add +1.5% | 11,837 | $1.4M |
| Graham Capital Management, L.P. | 0.04% | Reduce -72.9% | 11,796 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Add +1.5% | 11,797 | $1.4M |
| Qtron Investments LLC | 0.18% | No change | 11,759 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Add +18.9% | 11,757 | $1.4M |
| Trust Co. of Oklahoma | 0.45% | Reduce -0.3% | 11,711 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -0.6% | 11,641 | $1.4M |
| Smartleaf Asset Management LLC | 0.12% | Add +0.9% | 11,637 | $1.4M |
| Holderness Investments Co. | 0.30% | Add +1.3% | 11,527 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +10.7% | 11,504 | $1.4M |
| Garland Capital Management Inc. | 4.42% | Reduce -70.1% | 11,500 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -5.3% | 11,487 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -2.0% | 11,434 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | Add +4.9% | 11,431 | $1.4M |
| Creegan & Nassoura Financial Group, LLC | 0.89% | No change | 11,325 | $1.4M |
| Greenwich Wealth Management LLC | 0.07% | Reduce -0.8% | 11,312 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -9.7% | 11,271 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.4% | 11,179 | $1.4M |
| Castlekeep Investment Advisors LLC | 0.66% | Reduce -7.2% | 11,112 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Add +13.8% | 11,110 | $1.3M |
| Semmax Financial Advisors Inc. | 0.35% | Reduce -2.4% | 11,480 | $1.3M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +1.3% | 11,078 | $1.3M |
| Agate Pass Investment Management, LLC | 0.55% | No change | 11,050 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.6% | 11,033 | $1.3M |
| Venture Visionary Partners LLC | 0.05% | No change | 10,914 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.0% | 10,855 | $1.3M |
| Advisory Resource Group | 0.25% | Add +1.4% | 10,822 | $1.3M |
| Guyasuta Investment Advisors Inc. | 0.08% | Add +3.0% | 10,767 | $1.3M |
| Ar Asset Management Inc. | 0.29% | No change | 10,750 | $1.3M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -71.5% | 10,748 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.8% | 10,744 | $1.3M |
| Foyston, Gordon & Payne Inc | 0.30% | Reduce -1.3% | 10,732 | $1.3M |
| Bridgewater Advisors Inc. | 0.10% | Add +0.6% | 11,076 | $1.3M |
| Drexel Morgan & Co. | 0.23% | Add +10.3% | 10,720 | $1.3M |
| Bailard, Inc. | 0.03% | Add +5.7% | 10,703 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +84.0% | 10,663 | $1.3M |
| Intrust Bank NA | 0.11% | Reduce -0.7% | 10,567 | $1.3M |
| Ellevest, Inc. | 0.20% | Reduce -5.3% | 10,545 | $1.3M |
| Integrated Quantitative Investments LLC | 0.37% | New | 10,544 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | Reduce -18.0% | 10,537 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +8.6% | 10,494 | $1.3M |
| CX Institutional | 0.04% | No change | 10,365 | $1.3M |
| Unique Wealth Strategies, LLC | 0.53% | Add +0.7% | 10,361 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -10.7% | 10,339 | $1.3M |
| HF Advisory Group, LLC | 0.49% | Reduce -6.4% | 10,254 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Add +4.7% | 10,249 | $1.2M |
| First Affirmative Financial Network | 0.63% | Add +12.2% | 10,164 | $1.2M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -2.4% | 10,153 | $1.2M |
| Crux Wealth Advisors | 0.52% | Add +46.5% | 10,146 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +0.2% | 10,143 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -58.5% | 10,113 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -29.9% | 10,113 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 10,006 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.8% | 9,859 | $1.2M |
| Chilton Capital Management LLC | 0.04% | Reduce -0.7% | 9,830 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -90.1% | 9,700 | $1.2M |
| Clarius Group, LLC | 0.07% | No change | 9,631 | $1.2M |
| XML Financial, LLC | 0.10% | Reduce -8.3% | 9,629 | $1.2M |
| Mystic Asset Management, Inc. | 0.28% | No change | 9,619 | $1.2M |
| Novem Group | 0.15% | New | 9,581 | $1.2M |
| Smart Money Group LLC | 0.36% | Add +13.9% | 9,561 | $1.2M |
| Eastern Bank | 0.02% | Reduce -16.0% | 9,554 | $1.2M |
| Modern Wealth Management, LLC | 0.03% | Add +23.0% | 9,536 | $1.2M |
| Old National Bancorp | 0.02% | Reduce -8.8% | 9,526 | $1.2M |
| Pitcairn Co. | 0.08% | Reduce -10.3% | 9,501 | $1.1M |
| Meriwether Wealth & Planning, LLC | 0.72% | Reduce -2.4% | 9,492 | $1.1M |
| New Hampshire Trust | 0.24% | Add +8.6% | 9,483 | $1.1M |
| Becker Capital Management Inc. | 0.04% | No change | 9,477 | $1.1M |
| Welch Group, LLC | 0.05% | Add +0.2% | 9,466 | $1.1M |
| FRG Family Wealth Advisors LLC | 0.20% | No change | 9,440 | $1.1M |
| Hutchinson Financial Advisors, INC | 1.28% | — | 9,422 | $1.1M |
| Wolverine Trading, LLC | 0.03% | Add +19.1% | 9,476 | $1.1M |
| Retirement Guys Formula LLC | 0.43% | Add +11.3% | 9,361 | $1.1M |
| Savvy Advisors, Inc. | 0.08% | Add +19.9% | 9,328 | $1.1M |
| LCNB Corp. | 0.40% | Reduce -0.8% | 9,321 | $1.1M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -1.9% | 9,314 | $1.1M |
| HighPoint Advisor Group LLC | 0.06% | Add +1.3% | 9,280 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +8.8% | 9,266 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -58.9% | 9,220 | $1.1M |
| XTX Topco Ltd | 0.05% | Add +303.9% | 9,213 | $1.1M |
| Independence Bank of Kentucky | 0.16% | No change | 9,207 | $1.1M |
| SevenBridge Financial Group, LLC | 0.19% | Reduce -12.0% | 9,261 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -9.3% | 9,128 | $1.1M |
| Court Place Advisors, LLC | 0.35% | No change | 9,120 | $1.1M |
| Kensington Investment Counsel, LLC | 0.47% | Add +0.1% | 9,100 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.6% | 9,080 | $1.1M |
| PDS Planning, Inc | 0.08% | Add +1.9% | 9,069 | $1.1M |
| YANKCOM Partnership | 0.53% | Add +0.5% | 9,004 | $1.1M |
| Cambridge Advisors Inc. | 0.23% | Reduce -7.2% | 8,975 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.78% | Add +1.4% | 8,958 | $1.1M |
| Minot DeBlois Advisors LLC | 1.02% | Reduce -10.1% | 8,905 | $1.1M |
| Beaton Management Co. Inc. | 0.52% | No change | 8,873 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +8.7% | 8,841 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +0.2% | 8,813 | $1.1M |
| Simmons Bank | 0.08% | Reduce -4.8% | 8,729 | $1.1M |
| Simplicity Wealth,LLC | 0.04% | Add +140.5% | 8,586 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.20% | Reduce -1.4% | 8,562 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +93.3% | 8,446 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.3% | 8,421 | $1.0M |
| Sittner & Nelson, LLC | 0.41% | Reduce -1.3% | 8,417 | $1.0M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -14.6% | 8,405 | $1.0M |
| Value Partners Investments Inc. | 0.08% | Add +18.3% | 8,391 | $1.0M |
| Northcape Wealth Management, LLC | 0.31% | No change | 8,370 | $1.0M |
| SouthState Bank Corp | 0.04% | Reduce -8.1% | 8,292 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 8,282 | $1.0M |
| Harbour Trust & Investment Management Co | 0.11% | No change | 8,163 | $988K |
| Sage Rhino Capital LLC | 0.21% | Add +1.2% | 8,120 | $983K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +40.8% | 8,110 | $981K |
| Associated Banc-Corp | 0.03% | Reduce -2.7% | 8,101 | $980K |
| GAMMA Investing LLC | 0.06% | Add +23.9% | 8,086 | $978K |
| Valley National Advisers Inc. | 0.16% | Reduce -9.2% | 8,033 | $972K |
| Fort Sheridan Advisors LLC | 0.14% | No change | 8,027 | $971K |
| Kennon-Green & Company, LLC | 0.77% | Reduce -3.3% | 7,846 | $966K |
| Sivia Capital Partners, LLC | 0.33% | Add +48.0% | 7,959 | $963K |
| Five Oceans Advisors | 0.41% | Add +7.7% | 7,908 | $957K |
| CHICAGO TRUST Co NA | 0.14% | Add +57.6% | 7,871 | $952K |
| Mather Group, Llc. | 0.01% | Reduce -1.3% | 7,811 | $945K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +1.2% | 7,749 | $938K |
| Keel Point, LLC | 0.06% | Add +12.7% | 7,746 | $937K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.5% | 7,735 | $936K |
| AlphaCore Capital LLC | 0.04% | Add +64.5% | 7,729 | $935K |
| Versant Capital Management, Inc | 0.14% | Add +2.7% | 7,713 | $933K |
| Hartford Funds Management Co LLC | 0.08% | Add +3.6% | 7,667 | $928K |
| RD Lewis Holdings, Inc. | 0.94% | Add +1.1% | 7,991 | $926K |
| Essex Financial Services, Inc. | 0.06% | Add +5.2% | 7,581 | $917K |
| Bangor Savings Bank | 0.08% | Add +2.7% | 7,578 | $917K |
| Montag A & Associates Inc. | 0.04% | No change | 7,575 | $917K |
| Keystone Financial Services | 0.31% | Add +1.0% | 7,569 | $916K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +154.1% | 7,565 | $915K |
| Covenant Partners, LLC | 0.27% | No change | 7,542 | $913K |
| Applied Finance Capital Management, LLC | 0.06% | Reduce -11.2% | 7,503 | $908K |
| Jacobi Capital Management LLC | 0.06% | Add +5.7% | 7,493 | $907K |
| TrueMark Investments, LLC | 0.19% | Add +18.3% | 7,425 | $898K |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.1% | 7,422 | $898K |
| Ruggaard & Associates LLC | 0.36% | No change | 7,399 | $895K |
| Point72 Hong Kong Ltd | 0.06% | Add +92.4% | 7,392 | $894K |
| Twin City Private Wealth, LLC | 0.73% | Add +4.0% | 7,382 | $893K |
| CENTRAL TRUST Co | 0.02% | No change | 7,329 | $887K |
| Lee Danner & Bass Inc. | 0.07% | Reduce -4.2% | 7,323 | $886K |
| AE Wealth Management LLC | 0.01% | Add +8.7% | 7,289 | $882K |
| Diversify Advisory Services, LLC | 0.03% | Add +142.4% | 7,376 | $880K |
| Texas Bank & Trust Co | 0.35% | Reduce -6.5% | 7,203 | $872K |
| Means Investment Co., Inc. | 0.08% | Add +0.7% | 7,112 | $861K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +31.8% | 7,100 | $859K |
| St. Clair Advisors, LLC | 0.22% | No change | 7,092 | $858K |
| JNBA Financial Advisors | 0.08% | No change | 7,074 | $856K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.1% | 7,057 | $854K |
| Romano Brothers and Company | 0.11% | Add +0.1% | 7,043 | $852K |
| Net Worth Advisory Group | 0.19% | Add +6.5% | 7,013 | $849K |
| Banco de Sabadell, S.A | 0.58% | Add +0.5% | 6,936 | $839K |
| Anchor Investment Management, LLC | 0.07% | Reduce -1.4% | 6,926 | $838K |
| Gilliland Jeter Wealth Management LLC | 0.27% | Reduce -1.4% | 6,880 | $833K |
| Cypress Asset Management Inc. | 0.20% | No change | 6,875 | $832K |
| Kimelman & Baird, LLC | 0.07% | No change | 6,850 | $829K |
| Kennedy Investment Group, Inc. | 0.35% | Add +0.1% | 6,803 | $823K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,781 | $821K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.1% | 6,755 | $817K |
| Osprey Private Wealth LLC | 0.44% | Add +1.5% | 6,675 | $814K |
| Henshaw Capital LLC | 0.03% | No change | 6,724 | $814K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +82.0% | 6,701 | $811K |
| Peoples Bank | 0.54% | Add +2.3% | 6,688 | $809K |
| Sowell Financial Services LLC | 0.03% | Add +3.2% | 6,687 | $809K |
| Wedmont Private Capital | 0.03% | Add +0.5% | 6,533 | $803K |
| Lantz Financial LLC | 0.20% | Add +0.3% | 6,627 | $802K |
| Marotta Asset Management | 0.16% | Reduce -8.9% | 6,623 | $801K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.5% | 6,579 | $796K |
| Summit Trail Advisors, LLC | 0.01% | Add +3.1% | 6,557 | $793K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,551 | $793K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.9% | 6,549 | $793K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 6,547 | $792K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -87.6% | 6,540 | $792K |
| 1832 Asset Management L.P. | 0.00% | Add +2.5% | 6,502 | $787K |
| Bridgefront Capital, LLC | 0.21% | Reduce -29.1% | 6,488 | $785K |
| Nixon Peabody Trust Co. | 0.06% | Reduce -17.8% | 6,449 | $780K |
| Gradient Investments LLC | 0.01% | Add +19.4% | 6,419 | $777K |
| Neville Rodie & Shaw Inc. | 0.06% | Reduce -0.8% | 6,410 | $776K |
| Stephens Inc. | 0.01% | Reduce -1.0% | 6,317 | $764K |
| Allianz Asset Management GmbH | 0.00% | Reduce -6.0% | 6,300 | $762K |
| Mraz, Amerine & Associates, Inc. | 0.12% | Add +37.1% | 6,298 | $762K |
| Goldstone Financial Group, LLC | 0.10% | Add +28.3% | 6,251 | $762K |
| Harrell Investment Partners, LLC | 0.19% | New | 6,279 | $760K |
| May Hill Capital, LLC | 0.25% | Add +49.7% | 6,274 | $759K |
| Avior Wealth Management, LLC | 0.03% | Add +26.4% | 6,251 | $756K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -21.3% | 6,235 | $754K |
| Arvest Bank Trust Division | 0.04% | Reduce -71.3% | 6,217 | $752K |
| St Germain D J Co. Inc. | 0.03% | Add +0.6% | 6,171 | $747K |
| Heritage Wealth Management, Inc. | 0.24% | Reduce -0.7% | 6,145 | $744K |
| Financial & Tax Architects, LLC | 0.18% | Add +0.8% | 6,078 | $735K |
| NTV Asset Management LLC | 0.09% | Reduce -2.4% | 6,071 | $735K |
| Schulhoff & Co. Inc. | 0.33% | Add +0.1% | 6,058 | $733K |
| Brucke Financial, Inc. | 0.51% | No change | 6,052 | $732K |
| North Star Asset Management Inc. | 0.03% | Add +26.7% | 6,052 | $732K |
| Dakota Wealth Management | 0.02% | Reduce -0.1% | 6,049 | $732K |
| Jeppson Wealth Management, LLC | 0.25% | Reduce -0.5% | 6,048 | $732K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +14.5% | 6,025 | $729K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | No change | 6,019 | $728K |
| Brighton Jones LLC | 0.02% | Reduce -0.1% | 6,002 | $726K |
| Mezzasalma Advisors, LLC | 0.22% | Reduce -12.1% | 5,992 | $725K |
| Centaurus Financial, Inc. | 0.04% | Add +0.2% | 5,985 | $724K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -5.4% | 5,965 | $722K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -9.4% | 5,960 | $721K |
| UMB Bank, n.a. | 0.01% | Reduce -0.8% | 5,919 | $716K |
| Private Trust Co. NA | 0.07% | Add +6.5% | 5,891 | $713K |
| Harbour Investments, Inc. | 0.02% | Reduce -6.5% | 5,883 | $712K |
| 1900 Wealth Management LLC | 0.05% | Add +0.8% | 5,878 | $711K |
| Motco | 0.07% | Reduce -2.7% | 6,252 | $711K |
| Summit Global Investments | 0.04% | Reduce -55.3% | 5,866 | $710K |
| Townsquare Capital LLC | 0.07% | Reduce -93.5% | 5,860 | $709K |
| Bradyco, Inc. | 0.52% | No change | 6,691 | $707K |
| Hutner Capital Management Inc. | 0.32% | Add +0.4% | 5,787 | $700K |
| Cypress Capital Group | 0.09% | Add +84.1% | 5,776 | $699K |
| Guerra Advisors Inc | 0.33% | Add +22.1% | 5,742 | $695K |
| StrongBox Wealth, LLC | 0.26% | No change | 5,739 | $694K |
| Radnor Capital Management, LLC | 0.11% | Add +5.0% | 5,725 | $693K |
| Southeast Asset Advisors, LLC | 0.08% | Add +118.3% | 5,720 | $692K |
| O'Brien Greene & Co. Inc | 0.23% | No change | 5,698 | $690K |
| Drucker Wealth 3.0, LLC | 0.13% | Reduce -19.5% | 5,599 | $688K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -22.1% | 5,657 | $685K |
| Ignite Planners, LLC | 0.12% | Add +3.0% | 5,970 | $682K |
| Jackson Square Capital, LLC | 0.15% | New | 5,621 | $680K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +107.3% | 5,621 | $680K |
| Steadtrust LLC | 0.53% | — | 5,611 | $679K |
| Penbrook Management LLC | 0.51% | Reduce -2.6% | 5,610 | $679K |
| Haven Private, LLC | 0.30% | Add +80.3% | 5,568 | $674K |
| CFO4Life Group, LLC | 0.11% | Reduce -7.3% | 5,551 | $672K |
| CVA Family Office, LLC | 0.09% | No change | 5,542 | $671K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.1% | 5,521 | $668K |
| Trust Point Inc. | 0.06% | No change | 5,496 | $665K |
| Burns J W & Co. Inc. | 0.08% | Reduce -5.5% | 5,482 | $663K |
| Cordatus Wealth Management LLC | 0.16% | Reduce -1.2% | 5,476 | $663K |
| Heritage Family Offices, LLP | 0.33% | Add +0.1% | 5,870 | $661K |
| Kennebec Savings Bank | 0.65% | Reduce -4.4% | 5,445 | $659K |
| Seeds Investor LLC | 0.15% | Add +8.6% | 5,427 | $657K |
| Ariadne Wealth Management, LP | 0.31% | Reduce -1.9% | 5,408 | $655K |
| Mb, Levis & Associates, LLC | 0.29% | No change | 5,410 | $655K |
| E&G Advisors, LLC | 0.17% | Reduce -2.9% | 5,377 | $651K |
| Gallacher Capital Management LLC | 0.30% | Add +1.7% | 5,371 | $650K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -1.6% | 5,362 | $649K |
| Forza Wealth Management, LLC | 0.27% | No change | 5,349 | $647K |
| Jain Global LLC | 0.01% | New | 5,300 | $641K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.7% | 5,255 | $636K |
| Round Rock Advisors LLC | 0.11% | Add +40.0% | 5,250 | $635K |
| Regions Financial Corp. | 0.00% | Reduce -5.0% | 5,233 | $633K |
| Diversified Trust Co. | 0.01% | Reduce -4.3% | 5,214 | $631K |
| Cascade Financial Partners, LLC | 0.08% | Add +2.5% | 5,205 | $630K |
| Portside Wealth Group, LLC | 0.09% | Add +12.2% | 5,185 | $627K |
| Sigma Planning Corp | 0.02% | Add +5.8% | 5,157 | $624K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +31.0% | 5,153 | $624K |
| Alhambra Investment Management LLC | 0.31% | Add +0.3% | 5,146 | $623K |
| GTS Securities LLC | 0.03% | Add +21.7% | 5,122 | $620K |
| Visionary Horizons, LLC | 0.39% | Reduce -4.5% | 5,120 | $620K |
| Cadence Bank | 0.04% | Reduce -1.5% | 5,111 | $618K |
| Oarsman Capital, Inc. | 0.10% | Reduce -5.3% | 5,074 | $614K |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.2% | 5,074 | $614K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -0.7% | 5,067 | $613K |
| Capital Analysts, LLC | 0.02% | Reduce -0.4% | 5,063 | $613K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 5,054 | $612K |
| Altus Wealth Group LLC | 0.27% | Add +13.1% | 5,022 | $608K |
| Corient IA LP | 0.36% | No change | 5,000 | $605K |
| Northwest Capital Management Inc | 0.33% | No change | 5,000 | $605K |
| Nilsine Partners, LLC | 0.06% | Reduce -0.5% | 4,994 | $604K |
| Mark Sheptoff Financial Planning, LLC | 0.32% | Add +1.2% | 4,973 | $602K |
| Valley Brook Capital Group, Inc. | 0.45% | No change | 4,959 | $600K |
| Cullen Investment Group, LTD. | 0.08% | Reduce -8.6% | 4,936 | $597K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.4% | 4,929 | $596K |
| Rexford Capital Inc. | 0.49% | — | 4,926 | $596K |
| BXM Wealth LLC | 0.71% | Reduce -1.0% | 4,925 | $596K |
| Thornburg Investment Management Inc. | 0.01% | No change | 4,889 | $592K |
| Independent Advisor Alliance | 0.02% | Add +7.6% | 4,880 | $591K |
| Circle Wealth Management, LLC | 0.01% | Reduce -4.9% | 4,866 | $589K |
| First American Trust, FSB | 0.05% | Reduce -1.1% | 4,855 | $588K |
| Principle Wealth Partners LLC | 0.04% | Add +14.1% | 4,847 | $587K |
| Patton Albertson Miller Group, LLC | 0.08% | Reduce -3.3% | 4,798 | $581K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +39.7% | 4,797 | $580K |
| SCS Capital Management LLC | 0.01% | Reduce -8.8% | 4,751 | $575K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +5.5% | 4,738 | $573K |
| Lazard Asset Management LLC | 0.00% | No change | 4,727 | $572K |
| Cullinan Associates Inc. | 0.04% | No change | 4,700 | $569K |
| Blue Trust, Inc. | 0.01% | Reduce -31.5% | 4,685 | $567K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.9% | 4,630 | $560K |
| Rossmore Private Capital | 0.07% | No change | 4,627 | $560K |
| SVB Wealth LLC | 0.03% | Reduce -37.6% | 4,625 | $560K |
| Parkside Financial Bank & Trust | 0.06% | Add +3.7% | 4,623 | $559K |
| First City Capital Management, Inc. | 0.32% | Reduce -1.6% | 4,614 | $558K |
| Essex Bank | 0.13% | Add +1.9% | 4,611 | $558K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -0.6% | 4,593 | $556K |
| Stablepoint Partners, LLC | 0.09% | Add +0.8% | 4,587 | $555K |
| WASHINGTON TRUST Co | 0.02% | Add +2.6% | 4,581 | $554K |
| Scientech Research LLC | 0.14% | New | 4,568 | $553K |
| Summit Financial, LLC | 0.01% | Add +5.6% | 4,563 | $552K |
| Wealthspire Advisors, LLC | 0.00% | Add +10.2% | 4,552 | $551K |
| Allen Wealth Management, LLC | 0.38% | Reduce -15.4% | 4,545 | $550K |
| Intellectus Partners, LLC | 0.12% | No change | 4,538 | $549K |
| Davidson Trust Co. | 0.25% | Reduce -11.8% | 4,532 | $548K |
| Atlas Capital Advisors Inc. | 0.07% | No change | 4,532 | $548K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.0% | 4,528 | $548K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.11% | Add +1.7% | 4,528 | $548K |
| Regatta Capital Group, LLC | 0.09% | Add +2.7% | 4,508 | $545K |
| Marino, Stram & Associates LLC | 0.11% | Reduce -1.0% | 4,492 | $544K |
| Fulton Bank, N.A. | 0.02% | Reduce -30.3% | 4,488 | $543K |
| Beddow Capital Management Inc. | 0.22% | No change | 4,465 | $540K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 4,445 | $538K |
| Curbstone Financial Management Corp | 0.11% | Add +4.4% | 4,444 | $538K |
| Mill Capital Management, LLC | 0.04% | No change | 4,438 | $537K |
| AlTi Global, Inc. | 0.01% | New | 4,419 | $535K |
| Violich Capital Management, Inc. | 0.07% | No change | 4,397 | $532K |
| Tranquilli Financial Advisor LLC | 0.33% | Reduce -1.0% | 4,393 | $532K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -2.2% | 4,380 | $530K |
| Seven Mile Advisory | 0.32% | Add +2.7% | 4,357 | $527K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -0.9% | 4,323 | $523K |
| Benjamin Edwards Inc. | 0.01% | Add +5.0% | 4,300 | $520K |
| Verity Asset Management, Inc. | 0.25% | Reduce -0.2% | 4,280 | $518K |
| Financial Advocates Investment Management | 0.04% | Add +84.2% | 4,278 | $518K |
| Knightsbridge Asset Management, LLC | 0.12% | Add +15.7% | 4,250 | $514K |
| Pinnacle West Asset Management, Inc. | 0.35% | No change | 4,230 | $512K |
| Aspen Wealth Management LLC | 0.13% | No change | 4,222 | $511K |
| Broderick Brian C | 0.10% | Reduce -1.6% | 4,203 | $509K |
| Two Sigma Advisers, LP | 0.00% | New | 4,200 | $508K |
| Abel Hall, LLC | 0.23% | Reduce -11.3% | 4,183 | $506K |
| Baker Tilly Wealth Management, LLC | 0.18% | Reduce -3.5% | 4,166 | $504K |
| Hemenway Trust Co LLC | 0.04% | Reduce -23.5% | 4,135 | $500K |
| RNC Capital Management LLC | 0.02% | Add +12.2% | 4,126 | $499K |
| Private Wealth Asset Management, LLC | 0.07% | No change | 4,122 | $499K |
| Cromwell Holdings LLC | 0.30% | No change | 4,117 | $498K |
| Argyle Capital Partners, LLC | 0.40% | No change | 4,061 | $491K |
| Natural Investments, LLC | 0.13% | Add +5.3% | 4,042 | $489K |
| S.A. Mason LLC | 0.24% | No change | 4,040 | $489K |
| American National Bank & Trust | 0.05% | Reduce -0.1% | 4,002 | $484K |
| RiverFront Investment Group, LLC | 0.01% | No change | 3,970 | $480K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Reduce -2.0% | 3,969 | $480K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,952 | $478K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -3.7% | 3,943 | $477K |
| IHT Wealth Management, LLC | 0.01% | Add +42.5% | 3,931 | $476K |
| D'Orazio & Associates, Inc. | 0.07% | Add +3.2% | 3,918 | $474K |
| Resonant Capital Advisors, LLC | 0.03% | Add +9.0% | 3,911 | $473K |
| Twin Lakes Capital Management, LLC | 0.29% | No change | 3,905 | $473K |
| Community Financial Services Group, LLC | 0.09% | Reduce -6.5% | 3,896 | $471K |
| Gibbs Wealth Management | 0.09% | Add +34.3% | 3,894 | $471K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.0% | 3,894 | $471K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -6.1% | 3,862 | $467K |
| Altfest L J & Co. Inc. | 0.05% | Add +8.6% | 3,821 | $462K |
| Beck Mack & Oliver LLC | 0.01% | No change | 3,800 | $460K |
| Glenview Trust Co | 0.01% | Add +2.3% | 3,800 | $460K |
| Arvest Investments, Inc. | 0.07% | Reduce -75.6% | 3,793 | $459K |
| Hollow Brook Wealth Management LLC | 0.13% | No change | 3,788 | $458K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +73.4% | 3,788 | $458K |
| Walleye Capital LLC | 0.00% | Reduce -26.6% | 3,788 | $458K |
| Verity & Verity, LLC | 0.04% | New | 3,778 | $457K |
| Mutual Advisors, LLC | 0.01% | Reduce -56.5% | 3,874 | $456K |
| Cetera Trust Company, N.A | 0.27% | Add +2.8% | 3,727 | $451K |
| Roxbury Financial LLC | 0.44% | Reduce -0.5% | 3,718 | $450K |
| Veracity Capital LLC | 0.16% | Add +1.7% | 3,707 | $449K |
| Fiduciary Financial Group, LLC | 0.08% | Add +1.3% | 3,642 | $448K |
| Newman Dignan & Sheerar, Inc. | 0.10% | No change | 3,699 | $448K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 3,698 | $447K |
| Wedbush Securities Inc. | 0.02% | Add +9.9% | 3,695 | $447K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.4% | 3,685 | $446K |
| Almanack Investment Partners, LLC. | 0.07% | Add +25.0% | 3,678 | $445K |
| Wesbanco Bank Inc. | 0.01% | No change | 3,664 | $443K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,654 | $442K |
| Acorn Creek Capital LLC | 0.18% | Add +3.5% | 3,635 | $440K |
| Aureus Asset Management, LLC | 0.03% | Reduce -7.5% | 3,623 | $438K |
| Pointe Capital Management LLC | 0.23% | Add +0.7% | 3,622 | $438K |
| Aull & Monroe Investment Management Corp | 0.24% | No change | 3,621 | $438K |
| Equitable Holdings, Inc. | 0.00% | Add +7.8% | 3,617 | $438K |
| Colonial Trust Co / SC | 0.06% | Add +0.6% | 3,613 | $437K |
| Cohen Investment Advisors LLC | 0.23% | Reduce -6.6% | 3,603 | $436K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -5.3% | 3,600 | $436K |
| Safe Harbor Fiduciary, LLC | 0.41% | New | 3,597 | $435K |
| Arete Wealth Advisors, LLC | 0.03% | Add +8.1% | 3,598 | $435K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.3% | 3,567 | $432K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -2.9% | 3,556 | $430K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -5.2% | 3,546 | $429K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +2.6% | 3,527 | $427K |
| Interchange Capital Partners, LLC | 0.10% | Add +77.9% | 3,521 | $426K |
| Pure Financial Advisors, LLC | 0.01% | New | 3,511 | $425K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +30.2% | 3,511 | $425K |
| DF Dent & Co. Inc. | 0.01% | No change | 3,502 | $424K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.3% | 3,501 | $424K |
| Cherokee Insurance Co | 0.18% | No change | 3,500 | $424K |
| McDaniel Terry & Co. | 0.03% | Reduce -10.1% | 3,500 | $424K |
| Crew Capital Management, Ltd | 0.30% | Reduce -2.8% | 3,499 | $423K |
| Latitude Advisors, LLC | 0.21% | Add +0.6% | 3,498 | $423K |
| LaFleur & Godfrey LLC | 0.05% | No change | 3,497 | $423K |
| Kanawha Capital Management LLC | 0.03% | No change | 3,494 | $423K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,492 | $423K |
| BSW Wealth Partners | 0.06% | Reduce -3.2% | 3,486 | $422K |
| Michels Family Financial, LLC | 0.36% | No change | 3,482 | $421K |
| Hickory Asset Management, Inc. | 0.35% | No change | 3,465 | $419K |
| Icon Wealth Advisors, LLC | 0.03% | Add +8.7% | 3,465 | $419K |
| HUB Investment Partners, LLC | 0.01% | Add +6.2% | 3,455 | $418K |
| Canal Capital Management, LLC | 0.07% | Add +6.7% | 3,445 | $417K |
| CoreFirst Bank & Trust | 0.23% | Add +13.9% | 3,430 | $415K |
| Three Seasons Wealth, LLC | 0.05% | No change | 3,400 | $411K |
| Sachetta, LLC | 0.16% | Reduce -0.4% | 3,398 | $411K |
| SYM FINANCIAL Corp | 0.05% | New | 3,397 | $411K |
| Round Hill Asset Management | 0.28% | No change | 3,392 | $410K |
| Smith Salley Wealth Management | 0.02% | Reduce -0.7% | 3,392 | $410K |
| Southland Equity Partners LLC | 0.09% | Reduce -1.6% | 3,380 | $409K |
| Optas, LLC | 0.08% | Reduce -2.7% | 3,379 | $409K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -6.6% | 3,378 | $409K |
| Nwam LLC | 0.02% | New | 3,532 | $408K |
| Platform Technology Partners | 0.11% | Add +33.1% | 3,364 | $407K |
| Pursue Wealth Partners LLC | 0.23% | No change | 3,352 | $406K |
| Prairie Sky Financial Group LLC | 0.22% | No change | 3,350 | $405K |
| Heck Capital Advisors, LLC | 0.03% | Add +7.9% | 3,350 | $405K |
| Mitchell Sinkler & Starr | 0.19% | Add +5.0% | 3,343 | $405K |
| CNB Bank | 0.19% | Reduce -23.5% | 3,335 | $404K |
| Hendershot Investments Inc. | 0.05% | No change | 3,331 | $403K |
| Arax Advisory Partners | 0.02% | Reduce -15.9% | 3,327 | $403K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.4% | 3,317 | $401K |
| LCM Capital Management Inc | 0.21% | Reduce -0.5% | 3,301 | $399K |
| Gitterman Wealth Management, LLC | 0.09% | Reduce -2.0% | 3,291 | $398K |
| Composition Wealth, LLC | 0.01% | New | 3,291 | $398K |
| Certior Financial Group, LLC | 0.31% | Reduce -1.6% | 3,290 | $398K |
| FLC Capital Advisors | 0.08% | Add +27.1% | 3,286 | $398K |
| Klingman & Associates, LLC | 0.02% | Add +8.3% | 3,284 | $397K |
| Chapman Financial Group, LLC | 0.34% | — | 3,272 | $396K |
| Formidable Asset Management, LLC | 0.07% | No change | 3,550 | $396K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -6.2% | 3,268 | $395K |
| HM Payson & Co. | 0.01% | Reduce -20.7% | 3,262 | $395K |
| Twin Tree Management, LP | 0.01% | Reduce -48.3% | 3,257 | $394K |
| King Wealth Management Group | 0.05% | Reduce -3.0% | 3,258 | $394K |
| Traveka Wealth, LLC | 0.21% | Reduce -15.9% | 3,255 | $394K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.0% | 3,249 | $393K |
| Stiles Financial Services Inc | 0.14% | Add +1.6% | 3,247 | $393K |
| GeoWealth Management, LLC | 0.02% | Reduce -16.6% | 3,221 | $390K |
| Ethos Financial Group, LLC | 0.03% | New | 3,196 | $387K |
| Focus Financial Network, Inc. | 0.02% | Add +6.1% | 3,183 | $385K |
| First Citizens Bank & Trust Co. | 0.01% | Add +5.0% | 3,180 | $385K |
| Intergy Private Wealth, LLC | 0.13% | Add +15.1% | 3,172 | $384K |
| Caldwell Trust Co | 0.04% | Reduce -4.3% | 3,127 | $378K |
| Canopy Partners, LLC | 0.14% | Add +2.0% | 3,123 | $378K |
| R Squared Ltd | 0.21% | New | 3,117 | $377K |
| Beacon Bank & Trust | 0.09% | Reduce -10.1% | 3,113 | $377K |
| HBK Sorce Advisory LLC | 0.01% | Add +19.0% | 3,109 | $376K |
| Millstone Evans Group, LLC | 0.26% | Reduce -1.0% | 3,102 | $375K |
| Range Financial Group LLC | 0.15% | Add +2.6% | 3,097 | $375K |
| Aprio Wealth Management, LLC | 0.04% | Add +12.1% | 3,096 | $375K |
| Genus Capital Management Inc. | 0.05% | Add +6.7% | 3,089 | $374K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Add +4.2% | 3,085 | $373K |
| Paces Ferry Wealth Advisors, LLC | 0.17% | Reduce -4.8% | 3,084 | $373K |
| Independent Financial Group, LLC | 0.01% | Add +20.8% | 3,077 | $372K |
| Woodstock Corp. | 0.03% | Reduce -2.1% | 3,077 | $372K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.3% | 3,067 | $371K |
| TigerOak Management, L.L.C. | 0.13% | Reduce -0.6% | 3,065 | $371K |
| Bar Harbor Wealth Management | 0.02% | Reduce -8.9% | 3,063 | $371K |
| Severin Investments, LLC | 0.35% | New | 3,063 | $371K |
| Foster Group, Inc. | 0.01% | Add +0.7% | 3,060 | $370K |
| Belmont Capital, LLC | 0.06% | No change | 3,058 | $370K |
| PFG Investments, LLC | 0.02% | Add +3.8% | 3,050 | $369K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +39.5% | 3,021 | $366K |
| Convergence Financial, LLC | 0.06% | Add +0.6% | 3,015 | $365K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.41% | No change | 3,011 | $364K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,011 | $364K |
| Sentry LLC | 0.07% | No change | 3,010 | $364K |
| Sovran Advisors, LLC | 0.04% | New | 2,970 | $361K |
| Beacon Investment Advisors LLC | 0.16% | Reduce -0.0% | 3,000 | $360K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +21.0% | 2,971 | $360K |
| Addison Advisors LLC | 0.09% | Add +8.6% | 2,972 | $360K |
| Hurlow Wealth Management Group, Inc. | 0.10% | No change | 2,969 | $359K |
| Viawealth, LLC | 0.21% | Reduce -5.3% | 2,963 | $359K |
| Legacy Capital Group California, Inc. | 0.10% | Add +10.3% | 2,959 | $358K |
| Vicus Capital | 0.03% | Add +2.4% | 2,936 | $355K |
| Wulff, Hansen & Co. | 0.30% | Reduce -0.2% | 2,925 | $354K |
| Carr Financial Group Corp | 0.10% | No change | 2,923 | $354K |
| Lantern Wealth Advisors, LLC | 0.21% | — | 2,900 | $351K |
| Roehl & Yi Investment Advisors, LLC | 0.18% | No change | 2,893 | $350K |
| Busey Bank | 0.01% | Reduce -6.3% | 2,889 | $350K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,039 | $350K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 2,870 | $347K |
| Weatherly Asset Management L. P. | 0.03% | No change | 2,858 | $346K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -8.3% | 2,849 | $344K |
| J Hagan Capital, Inc. | 0.23% | No change | 3,010 | $344K |
| Founders Financial Securities LLC | 0.03% | Reduce -0.9% | 2,832 | $343K |
| Brady Family Wealth, LLC | 0.11% | No change | 2,831 | $343K |
| Keudell/Morrison Wealth Management | 0.08% | No change | 2,828 | $342K |
| Thomasville National Bank | 0.02% | Reduce -4.4% | 2,814 | $341K |
| Quad-Cities Investment Group, LLC | 0.15% | Reduce -5.4% | 2,809 | $340K |
| Two Sigma Securities, LLC | 0.04% | New | 2,808 | $340K |
| Gateway Investment Advisers LLC | 0.00% | Add +6.0% | 2,801 | $339K |
| RiverGlades Family Offices LLC | 0.22% | No change | 2,800 | $339K |
| Flywheel Private Wealth LLC | 0.27% | No change | 2,797 | $338K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -11.2% | 2,794 | $338K |
| Magnus Financial Group LLC | 0.03% | Add +5.3% | 2,788 | $337K |
| Cannell & Spears LLC | 0.01% | Add +0.3% | 2,786 | $337K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 2,781 | $337K |
| LRI Investments, LLC | 0.03% | Add +1.6% | 2,778 | $336K |
| Paradigm Capital Management, LLC | 0.34% | Add +2.8% | 2,775 | $336K |
| Essex Investment Management Co. LLC | 0.06% | No change | 2,775 | $336K |
| Riversedge Advisors, LLC | 0.07% | Add +17.1% | 2,773 | $336K |
| Xponance LLC | 0.00% | Add +1.7% | 2,771 | $335K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -7.4% | 2,750 | $333K |
| Occidental Asset Management, LLC | 0.05% | Reduce -1.2% | 2,734 | $331K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 2,733 | $331K |
| Northstar Group, Inc. | 0.05% | No change | 2,729 | $330K |
| American Trust Investment Advisors, LLC | 0.17% | Reduce -59.4% | 2,725 | $330K |
| Community Bank & Trust, Waco, Texas | 0.07% | Add +2.1% | 2,707 | $328K |
| Philadelphia Trust Co. | 0.03% | No change | 2,700 | $327K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -4.3% | 2,702 | $327K |
| Wealth Alliance Advisory Group, LLC | 0.06% | No change | 2,700 | $327K |
| Kapstone Financial Advisors LLC | 0.16% | No change | 2,695 | $326K |
| Angeles Wealth Management, LLC | 0.02% | Add +26.8% | 2,685 | $325K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -11.7% | 2,685 | $325K |
| Evoke Wealth, LLC | 0.01% | Add +45.4% | 2,674 | $324K |
| Argent Advisors, Inc. | 0.10% | Reduce -6.7% | 2,670 | $323K |
| Watershed Private Wealth LLC | 0.12% | Reduce -9.0% | 2,665 | $322K |
| Rossby Financial, LCC | 0.12% | Add +3.9% | 2,664 | $322K |
| Graypoint LLC | 0.02% | Reduce -10.3% | 2,662 | $322K |
| Ancora Advisors LLC | 0.01% | Reduce -5.5% | 2,653 | $321K |
| Roundview Capital LLC | 0.02% | Reduce -0.5% | 2,645 | $320K |
| Moneco Advisors, LLC | 0.03% | Add +1.2% | 2,635 | $319K |
| Peddock Capital Advisors, LLC | 0.07% | Reduce -17.3% | 2,632 | $318K |
| Rydar Equities, Inc. | 0.25% | — | 2,630 | $318K |
| Consolidated Portfolio Review Corp | 0.04% | Add +1.2% | 2,629 | $318K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -10.2% | 2,628 | $318K |
| Great Diamond Partners, LLC | 0.07% | Add +44.0% | 2,619 | $317K |
| Apexium Financial, LP | 0.02% | Add +21.9% | 2,613 | $316K |
| Eagle Strategies LLC | 0.05% | Add +1.3% | 2,603 | $315K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 2,601 | $315K |
| Jacobs & Co. | 0.03% | No change | 2,600 | $314K |
| Key Financial Inc | 0.06% | No change | 2,592 | $314K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +32.1% | 2,590 | $313K |
| Wealth Group, Ltd. | 0.31% | Reduce -39.4% | 2,586 | $313K |
| Maia Wealth LLC | 0.06% | Reduce -21.3% | 2,586 | $313K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,575 | $312K |
| Grey Ledge Advisors, LLC | 0.08% | Add +0.2% | 2,573 | $311K |
| Calamos Wealth Management LLC | 0.01% | Add +38.7% | 2,568 | $311K |
| BBR Partners, LLC | 0.02% | No change | 2,565 | $310K |
| Elmwood Wealth Management, Inc. | 0.12% | Reduce -3.7% | 2,553 | $309K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Reduce -28.2% | 2,550 | $309K |
| GF Fund Management Co. LTD. | 0.01% | New | 2,542 | $308K |
| Norris Perne & French LLP | 0.02% | Add +4.1% | 2,531 | $306K |
| Wimmer Associates 1, LLC | 0.16% | No change | 2,524 | $305K |
| Portfolio Design Labs, LLC | 0.06% | Reduce -20.3% | 2,502 | $303K |
| GM Advisory Group, LLC | 0.01% | New | 2,493 | $302K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,488 | $301K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.7% | 2,537 | $299K |
| Laraway Financial Advisors Inc | 0.23% | No change | 2,467 | $299K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.8% | 2,457 | $297K |
| Essex LLC | 0.06% | No change | 2,450 | $296K |
| Sheets Smith Wealth Management | 0.03% | No change | 2,450 | $296K |
| Bruce G. Allen Investments, LLC | 0.22% | Reduce -0.4% | 2,448 | $296K |
| Opal Wealth Advisors, LLC | 0.08% | Reduce -3.1% | 2,438 | $295K |
| Enterprise Financial Services Corp | 0.16% | Add +9.3% | 2,429 | $294K |
| Hopwood Financial Services, Inc. | 0.23% | No change | 2,425 | $293K |
| Lawson Kroeker Investment Management Inc. | 0.05% | No change | 2,402 | $291K |
| One Wealth Advisors, LLC | 0.04% | Add +9.2% | 2,376 | $288K |
| Argyle Capital Management, LLC | 0.10% | No change | 2,375 | $287K |
| Van Strum & Towne Inc. | 0.09% | No change | 2,372 | $287K |
| Ewa, LLC | 0.09% | Add +7.3% | 2,371 | $287K |
| M. Kulyk & Associates, LLC | 0.06% | Add +6.5% | 2,370 | $287K |
| Merrion Investment Management Co, LLC | 0.19% | No change | 2,370 | $287K |
| Revisor Wealth Management LLC | 0.10% | New | 2,304 | $285K |
| Hall Capital Management Co. Inc. | 0.12% | Reduce -1.5% | 2,355 | $285K |
| Horizon Wealth Management, LLC | 0.05% | Add +2.9% | 2,354 | $285K |
| Clearbridge Investments, LLC | 0.00% | No change | 2,351 | $284K |
| Kendall Capital Management | 0.07% | No change | 2,345 | $284K |
| Shoker Investment Counsel, Inc. | 0.09% | No change | 2,335 | $283K |
| Key Client Fiduciary Advisors, LLC | 0.12% | No change | 2,329 | $282K |
| Armor Investment Advisors, LLC | 0.11% | Reduce -19.4% | 2,319 | $281K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,319 | $281K |
| Private Wealth Partners, LLC | 0.02% | Add +27.6% | 2,312 | $280K |
| Cambiar Investors LLC | 0.01% | Reduce -44.0% | 2,303 | $279K |
| IFG Advisory, LLC | 0.01% | Reduce -82.1% | 2,302 | $279K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 2,300 | $278K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,290 | $277K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,289 | $277K |
| Braun-Bostich & Associates Inc. | 0.19% | Add +0.2% | 2,284 | $276K |
| Dillon & Associates Inc. | 0.04% | Reduce -25.6% | 2,277 | $276K |
| one8zero8, LLC | 0.06% | Reduce -20.9% | 2,264 | $274K |
| Financial Security Advisor, Inc. | 0.06% | No change | 2,259 | $273K |
| Dakota Community Bank & Trust NA | 1.23% | Reduce -4.4% | 2,257 | $273K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.3% | 2,250 | $272K |
| Chilton Investment Co. Inc. | 0.01% | Add +4.7% | 2,250 | $272K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.1% | 2,240 | $271K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -11.8% | 2,192 | $270K |
| Paradigm Asset Management Co. LLC | 0.07% | No change | 2,228 | $270K |
| StoneX Group Inc. | 0.01% | Reduce -45.6% | 2,224 | $269K |
| Mattern Capital Management, LLC | 0.03% | Add +0.2% | 2,216 | $268K |
| Claro Advisors Inc. | 0.04% | Add +4.3% | 2,210 | $267K |
| Gimbal Financial | 0.16% | Add +0.1% | 2,205 | $267K |
| Sonora Investment Management Group, LLC | 0.02% | New | 2,196 | $266K |
| Blue Barn Wealth, LLC | 0.12% | Reduce -0.1% | 2,185 | $264K |
| OneAscent Financial Services LLC | 0.02% | Reduce -5.4% | 2,156 | $264K |
| Guardian Partners Inc. | 0.02% | No change | 2,140 | $263K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,158 | $261K |
| Vanguard Capital Wealth Advisors | 0.26% | No change | 2,157 | $261K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | Reduce -15.7% | 2,155 | $261K |
| RVW Wealth, LLC | 0.02% | Reduce -4.5% | 2,148 | $260K |
| Farmers National Bank | 0.07% | Reduce -4.5% | 2,145 | $260K |
| Boston Trust Walden Corp | 0.00% | No change | 2,140 | $259K |
| Prospect Financial Group LLC | 0.27% | Add +0.1% | 2,134 | $258K |
| Scott Marsh Financial, LLC | 0.10% | — | 2,133 | $258K |
| Cypress Wealth Services, LLC | 0.05% | Add +7.0% | 2,122 | $257K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -29.8% | 2,120 | $257K |
| Chicago Capital, LLC | 0.01% | Reduce -1.2% | 2,113 | $256K |
| Barry Investment Advisors, LLC | 0.06% | Add +0.3% | 2,110 | $255K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 2,091 | $253K |
| Causeway Capital Management LLC | 0.00% | Reduce -50.8% | 2,084 | $252K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +51.5% | 2,077 | $251K |
| Plimoth Trust Co. LLC | 0.06% | No change | 2,067 | $250K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | Add +4.4% | 2,062 | $250K |
| Redwood Wealth Management Group, LLC | 0.11% | Reduce -3.7% | 2,063 | $250K |
| Blue Fin Capital, Inc. | 0.04% | Add +0.2% | 2,061 | $249K |
| Elk River Wealth Management LLC | 0.04% | No change | 2,060 | $249K |
| F/m Investments LLC | 0.01% | Reduce -4.7% | 2,050 | $248K |
| Hudson Capital Management LLC | 0.07% | New | 2,048 | $248K |
| Aspiriant, LLC | 0.01% | Reduce -9.0% | 2,043 | $247K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.6% | 2,040 | $247K |
| Apella Capital, LLC | 0.01% | Reduce -20.4% | 2,020 | $247K |
| Puzo Michael J | 0.07% | Reduce -16.4% | 2,035 | $246K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -9.2% | 2,027 | $245K |
| Proficio Capital Partners LLC | 0.02% | Reduce -3.0% | 2,021 | $245K |
| New Republic Capital, LLC | 0.09% | Reduce -3.7% | 2,020 | $244K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 2,013 | $244K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -0.3% | 2,013 | $244K |
| Peak Asset Management, LLC | 0.04% | No change | 2,000 | $242K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 2,000 | $242K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 2,000 | $242K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Reduce -1.0% | 2,000 | $242K |
| Courier Capital LLC | 0.01% | No change | 1,998 | $242K |
| Abacus Wealth Partners, LLC | 0.04% | New | 1,991 | $241K |
| Equitable Trust Co. | 0.01% | No change | 1,991 | $241K |
| Wealthstream Advisors, Inc. | 0.04% | Add +3.6% | 1,975 | $239K |
| Pacifica Partners Inc. | 0.10% | No change | 1,984 | $238K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -8.0% | 1,966 | $238K |
| Western Wealth Management, LLC | 0.01% | Add +1.6% | 1,965 | $238K |
| Spinnaker Trust | 0.01% | New | 1,959 | $237K |
| Eagle Harbor Asset Management Inc. | 0.23% | New | 1,957 | $237K |
| Davis R M Inc. | 0.00% | Reduce -8.1% | 1,956 | $237K |
| Smith, Moore & Co. | 0.02% | Add +0.4% | 1,955 | $237K |
| IFP Advisors, Inc | 0.01% | Reduce -8.7% | 1,952 | $236K |
| Inscription Capital, LLC | 0.03% | New | 1,948 | $236K |
| Capital Advisors Inc. | 0.00% | Reduce -5.9% | 1,944 | $235K |
| Liberty Wealth Management LLC | 0.04% | Reduce -9.8% | 1,849 | $234K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,931 | $234K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -15.4% | 1,927 | $233K |
| Syon Capital LLC | 0.02% | New | 1,913 | $231K |
| Cura Wealth Advisors, LLC | 0.11% | Reduce -4.3% | 1,906 | $231K |
| First Nebraska Trust Co | 0.02% | Reduce -8.6% | 1,887 | $228K |
| Advyzon Investment Management, LLC | 0.05% | New | 1,885 | $228K |
| CRA Financial Services, LLC | 0.03% | No change | 1,877 | $227K |
| Aspen Grove Capital, LLC | 0.04% | New | 1,857 | $225K |
| Rockland Trust Co. | 0.01% | Reduce -7.5% | 1,850 | $224K |
| 180 Wealth Advisors, LLC | 0.03% | New | 1,844 | $223K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 1,830 | $221K |
| Excalibur Management Corp. | 0.08% | Add +0.4% | 1,828 | $221K |
| Trace Wealth Advisors, LLC | 0.18% | No change | 1,825 | $221K |
| CoreCap Advisors, LLC | 0.01% | Add +35.2% | 1,825 | $221K |
| Grey Fox Wealth Advisors, LLC | 0.05% | No change | 1,818 | $220K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +6.4% | 1,816 | $220K |
| Oregon Pacific Wealth Management, LLC | 0.21% | Reduce -1.6% | 1,813 | $219K |
| Tompkins Financial Corp. | 0.02% | Reduce -37.8% | 1,810 | $219K |
| Narus Financial Partners, LLC | 0.07% | Reduce -12.4% | 1,808 | $219K |
| Mairs & Power Inc. | 0.00% | New | 1,795 | $217K |
| Union Savings Bank | 0.10% | No change | 1,906 | $217K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,783 | $216K |
| Financial Perspectives, Inc | 0.06% | No change | 1,774 | $215K |
| Binnacle Investments Inc | 0.14% | Add +8.5% | 1,769 | $214K |
| Gotham Asset Management | 0.00% | New | 1,765 | $214K |
| Capital Advantage, Inc. | 0.03% | New | 1,757 | $213K |
| Peoples Financial Services Corp. | 0.10% | Reduce -15.8% | 1,755 | $212K |
| Wayfinding Financial, LLC | 0.09% | Reduce -4.3% | 1,806 | $212K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -28.7% | 1,751 | $212K |
| Goepper Burkhardt LLC | 0.08% | Reduce -10.3% | 1,750 | $212K |
| Fulcrum Equity Management | 0.22% | New | 1,749 | $212K |
| Ledyard National Bank | 0.02% | New | 1,748 | $212K |
| Verdence Capital Advisors LLC | 0.01% | New | 1,743 | $211K |
| Sapient Capital LLC | 0.00% | New | 1,734 | $210K |
| Bristlecone Advisors, LLC | 0.02% | New | 1,726 | $209K |
| Delaney Dennis R | 0.11% | New | 1,725 | $209K |
| First County Bank | 0.11% | New | 1,719 | $208K |
| Anchor Capital Advisors LLC | 0.01% | New | 1,718 | $208K |
| Mattern Wealth Management LLC | 0.04% | New | 1,709 | $207K |
| Ellsworth Advisors, LLC | 0.05% | New | 1,695 | $205K |
| Certuity, LLC | 0.02% | New | 1,692 | $205K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -7.5% | 1,692 | $205K |
| JBGlobal.com LLC | 0.21% | New | 1,689 | $204K |
| Kovack Advisors, Inc. | 0.02% | New | 1,687 | $204K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -10.6% | 1,684 | $204K |
| Keystone Financial Group | 0.02% | New | 1,700 | $204K |
| MIdWestOne Financial Group, Inc. | 0.03% | New | 1,675 | $203K |
| Tritonpoint Wealth, LLC | 0.02% | New | 1,674 | $203K |
| Schnieders Capital Management LLC | 0.04% | New | 1,671 | $202K |
| FSM Wealth Advisors, LLC | 0.03% | New | 1,652 | $202K |
| Post Resch Tallon Group Inc. | 0.20% | New | 1,665 | $201K |
| Integrated Advisors Network LLC | 0.01% | New | 1,663 | $201K |
| Community Bank, N.A. | 0.03% | No change | 1,628 | $197K |
| Concord Wealth Partners | 0.03% | Add +20.4% | 1,596 | $193K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1776.5% | 1,595 | $193K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.2% | 1,581 | $191K |
| Fairscale Capital, LLC | 0.14% | Add +8.4% | 1,681 | $191K |
| Whipplewood Advisors, LLC | 0.10% | Reduce -2.4% | 1,579 | $191K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,578 | $191K |
| Heritage Wealth Advisors | 0.01% | Add +3.4% | 1,556 | $188K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +5.8% | 1,541 | $186K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -18.1% | 1,534 | $186K |
| Cascades Capital Asset Management, LLC | 0.09% | No change | 1,493 | $181K |
| AllSquare Wealth Management LLC | 0.10% | No change | 1,479 | $179K |
| Piscataqua Savings Bank | 0.15% | Add +2.8% | 1,469 | $178K |
| Spire Wealth Management | 0.01% | Reduce -51.7% | 1,465 | $177K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -3.5% | 1,450 | $175K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +24.3% | 1,436 | $174K |
| Hills Bank & Trust Co | 0.01% | No change | 1,412 | $171K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,408 | $170K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,360 | $165K |
| United Community Bank | 0.06% | Reduce -6.6% | 1,346 | $163K |
| Ridgewood Investments LLC | 0.07% | No change | 1,308 | $158K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,307 | $158K |
| Monetary Management Group Inc. | 0.04% | No change | 1,259 | $152K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,249 | $151K |
| Avalon Trust Co | 0.01% | Reduce -17.8% | 1,233 | $149K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,222 | $148K |
| Tacita Capital Inc | 0.09% | No change | 1,200 | $145K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,164 | $141K |
| North Capital, Inc. | 0.12% | Reduce -5.0% | 1,105 | $134K |
| State of Wyoming | 0.02% | Reduce -1.6% | 1,102 | $133K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,094 | $132K |
| Barclays PLC | 0.00% | Reduce -94.2% | 1,061 | $128K |
| Larson Financial Group LLC | 0.01% | Reduce -19.4% | 1,057 | $128K |
| Dunhill Financial, LLC | 0.04% | Add +129.3% | 1,055 | $128K |
| Grove Bank & Trust | 0.02% | Add +1.3% | 1,018 | $123K |
| Kozak & Associates, Inc. | 0.03% | New | 1,000 | $123K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -0.9% | 1,009 | $122K |
| Smithfield Trust Co | 0.01% | Add +4.5% | 1,024 | $122K |
| Colonial Trust Advisors | 0.01% | Reduce -56.0% | 1,001 | $121K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.9% | 982 | $119K |
| High Note Wealth, LLC | 0.03% | No change | 978 | $118K |
| Pandora Wealth, Inc. | 0.07% | No change | 977 | $118K |
| Citizens National Bank Trust Department | 0.02% | No change | 925 | $112K |
| Cape Investment Advisory, Inc. | 0.04% | Add +11.7% | 901 | $109K |
| Ramirez Asset Management, Inc. | 0.02% | Reduce -18.2% | 900 | $109K |
| CGC Financial Services, LLC | 0.04% | No change | 872 | $106K |
| City State Bank | 0.03% | No change | 855 | $103K |
| Hoese & Co LLP | 0.08% | No change | 825 | $100K |
| Clearstead Trust, LLC | 0.02% | Add +13.9% | 820 | $99K |
| Evolution Wealth Management Inc. | 0.12% | — | 800 | $97K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 800 | $97K |
| Crewe Advisors LLC | 0.01% | No change | 775 | $94K |
| Crews Bank & Trust | 0.01% | No change | 745 | $90K |
| Washington Trust Advisors, Inc. | 0.01% | Add +114.5% | 742 | $90K |
| Golden State Wealth Management, LLC | 0.01% | No change | 710 | $86K |
| MeadowBrook Investment Advisors LLC | 0.08% | New | 700 | $85K |
| 10Elms LLP | 0.09% | No change | 700 | $85K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 700 | $85K |
| Bfsg, LLC | 0.01% | Add +0.4% | 686 | $83K |
| Sierra Ocean, LLC | 0.06% | Add +12.3% | 676 | $82K |
| MorganRosel Wealth Management, LLC | 0.02% | No change | 675 | $82K |
| MTM Investment Management, LLC | 0.03% | New | 657 | $79K |
| Costello Asset Management, INC | 0.03% | Reduce -7.9% | 641 | $78K |
| IMA Advisory Services, Inc. | 0.01% | No change | 640 | $77K |
| WealthCollab, LLC | 0.04% | Add +8.5% | 637 | $77K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -86.2% | 625 | $76K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 650 | $74K |
| First Financial Corp. | 0.03% | Reduce -1.5% | 599 | $72K |
| Bogart Wealth, LLC | 0.00% | Add +52.5% | 598 | $72K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 579 | $69K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 552 | $67K |
| Accredited Wealth Management, LLC | 0.05% | Reduce -12.0% | 550 | $67K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -52.6% | 544 | $66K |
| Hilltop National Bank | 0.02% | — | 538 | $65K |
| Orion Capital Management LLC | 0.02% | No change | 533 | $64K |
| Summit Securities Group LLC | 0.02% | Add +166.0% | 532 | $64K |
| Optimum Investment Advisors | 0.03% | No change | 530 | $64K |
| NewSquare Capital LLC | 0.00% | Add +304.6% | 530 | $64K |
| Parvin Asset Management, LLC | 0.07% | No change | 525 | $64K |
| Pflug Koory, LLC | 0.03% | No change | 525 | $64K |
| Sunbelt Securities, Inc. | 0.01% | Add +10.8% | 648 | $63K |
| Financial Management Professionals, Inc. | 0.01% | Add +10.6% | 513 | $62K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +3.1% | 505 | $61K |
| First PREMIER Bank | 0.01% | No change | 500 | $61K |
| Centennial Bank | 0.03% | Reduce -3.9% | 500 | $61K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 500 | $61K |
| Creative Financial Designs Inc. | 0.00% | Add +8.2% | 487 | $59K |
| Caitong International Asset Management Co., Ltd | 0.04% | Reduce -67.7% | 479 | $58K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +32.2% | 476 | $58K |
| GW&K Investment Management, LLC | 0.00% | Reduce -19.5% | 470 | $57K |
| Traub Capital Management LLC | 0.05% | — | 469 | $57K |
| Crowley Wealth Management, Inc. | 0.05% | No change | 464 | $56K |
| Missouri Trust & Investment Co | 0.02% | Reduce -17.1% | 459 | $56K |
| Richardson Financial Services Inc. | 0.04% | Add +40.1% | 447 | $55K |
| Harbor Asset Planning, Inc. | 0.05% | — | 441 | $53K |
| Manchester Capital Management LLC | 0.01% | Add +5.5% | 438 | $53K |
| Zions Bancorporation, National Association | 0.00% | Reduce -15.1% | 432 | $52K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 425 | $51K |
| Garde Capital, Inc. | 0.00% | No change | 405 | $49K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 400 | $48K |
| Perkins Coie Trust Co | 0.01% | Reduce -1.2% | 400 | $48K |
| Bellwether Advisors, LLC | 0.01% | No change | 389 | $47K |
| Atticus Wealth Management, LLC | 0.01% | New | 383 | $46K |
| McIlrath & Eck, LLC | 0.01% | No change | 375 | $45K |
| Webster Bank, N. A. | 0.00% | No change | 375 | $45K |
| Park Square Financial Group, LLC | 0.03% | Add +39.2% | 373 | $45K |
| Broadwater Capital Management LLC | 0.03% | Add +12001.1% | 44,774 | $45K |
| Investment Management Corp. /Va/ | 0.04% | Add +17.3% | 367 | $44K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -21.5% | 365 | $44K |
| Belvedere Trading LLC | 0.00% | Reduce -65.4% | 364 | $44K |
| Quaker Wealth Management, LLC | 0.01% | — | 352 | $43K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 350 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.2% | 346 | $42K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 369 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 334 | $40K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 323 | $39K |
| Toronto Dominion Bank | 0.00% | Add +6.7% | 320 | $39K |
| Solstein Capital, LLC | 0.02% | Reduce -19.4% | 300 | $36K |
| Alpine Bank Wealth Management | 0.01% | No change | 300 | $36K |
| Trust Co | 0.00% | No change | 300 | $36K |
| Maseco LLP | 0.00% | — | 298 | $36K |
| Legacy Bridge, LLC | 0.02% | No change | 292 | $35K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 292 | $35K |
| Highline Wealth Partners LLC | 0.01% | Add +82.4% | 290 | $35K |
| Alerus Financial NA | 0.00% | New | 281 | $34K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 281 | $34K |
| Raffa Wealth Management, LLC | 0.01% | No change | 272 | $33K |
| New Millennium Group LLC | 0.02% | No change | 267 | $32K |
| MCF Advisors LLC | 0.00% | Add +66.0% | 264 | $32K |
| Barrett & Company, Inc. | 0.01% | New | 260 | $31K |
| Bayforest Capital Ltd | 0.01% | Reduce -66.1% | 255 | $31K |
| Bank of New Hampshire | 0.01% | No change | 255 | $31K |
| Albion Financial Group | 0.00% | No change | 251 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 250 | $30K |
| Raiffeisen Bank International AG | 0.00% | No change | 255 | $30K |
| Resources Management Corp. /CT/ | 0.00% | No change | 250 | $30K |
| Westside Investment Management, Inc. | 0.01% | New | 242 | $30K |
| Legacy Investment Solutions, LLC | 0.02% | — | 245 | $30K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 245 | $30K |
| Beacon Capital Management, LLC | 0.00% | Reduce -26.9% | 245 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 237 | $29K |
| Retirement Wealth Solutions LLC | 0.02% | No change | 235 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 232 | $28K |
| Country Trust Bank | 0.00% | Add +19.6% | 232 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 228 | $28K |
| Tsfg, LLC | 0.01% | No change | 233 | $28K |
| Adirondack Trust Co. | 0.01% | No change | 228 | $28K |
| Nexus Investment Management ULC | 0.00% | No change | 220 | $27K |
| GFG Capital, LLC | 0.01% | New | 218 | $26K |
| Cedar Wealth Management, LLC | 0.01% | No change | 217 | $26K |
| WPG Advisers, LLC | 0.02% | Reduce -5.7% | 215 | $26K |
| ORG Partners LLC | 0.01% | No change | 210 | $26K |
| Center for Financial Planning, Inc. | 0.00% | No change | 210 | $25K |
| Red Tortoise LLC | 0.01% | No change | 207 | $25K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -3.3% | 207 | $25K |
| Mar Vista Investment Partners LLC | 0.00% | No change | 207 | $25K |
| WFA Asset Management Corp | 0.01% | No change | 233 | $25K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -18.0% | 200 | $24K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $24K |
| First United Bank & Trust | 0.01% | No change | 200 | $24K |
| TrinityBridge Ltd | 0.00% | No change | 200 | $24K |
| South Plains Financial, Inc. | 0.02% | Add +275.0% | 195 | $24K |
| Bell Investment Advisors, Inc | 0.00% | Add +9.3% | 189 | $23K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 200 | $22K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 181 | $22K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 180 | $22K |
| S&T Bank | 0.01% | No change | 180 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +188.7% | 179 | $22K |
| Proathlete Wealth Management LLC | 0.01% | Add +8.0% | 175 | $21K |
| Archer Investment Corp | 0.01% | Add +1.2% | 173 | $21K |
| Coston, McIsaac & Partners | 0.01% | No change | 170 | $20K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 165 | $20K |
| Innovative Advisory Group, LLC | 0.02% | New | 165 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +41.2% | 168 | $20K |
| TFC Financial Management, Inc. | 0.00% | Reduce -28.0% | 162 | $20K |
| Copia Wealth Management | 0.02% | No change | 160 | $19K |
| Park Place Capital Corp | 0.00% | No change | 152 | $19K |
| Ssa Swiss Advisors AG | 0.01% | No change | 158 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $18K |
| True Wealth Design, LLC | 0.01% | Add +7.1% | 136 | $16K |
| City Holding Co. | 0.00% | No change | 135 | $16K |
| Silicon Valley Capital Partners | 0.00% | Reduce -51.6% | 124 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 123 | $15K |
| Princeton Global Asset Management LLC | 0.00% | Add +223.7% | 123 | $15K |
| Clean Yield Group | 0.00% | No change | 120 | $15K |
| Lavaca Capital LLC | 0.01% | No change | 119 | $14K |
| Hager Investment Management Services, LLC | 0.01% | No change | 115 | $14K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -43.1% | 112 | $14K |
| Asset Planning,Inc | 0.01% | No change | 107 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +296.1% | 103 | $12K |
| Horrell Capital Management, Inc. | 0.00% | No change | 100 | $12K |
| Westend Capital Management, LLC | 0.00% | No change | 100 | $12K |
| West Branch Capital LLC | 0.00% | Reduce -28.6% | 100 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $12K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $12K |
| First Community Trust NA | 0.01% | No change | 98 | $12K |
| Centricity Wealth Management, LLC | 0.01% | No change | 98 | $12K |
| Access Investment Management LLC | 0.00% | — | 93 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | New | 91 | $11K |
| Aventus Investment Advisors, Inc. | 0.01% | — | 90 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 90 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -45.4% | 83 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 80 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $9K |
| Hemington Wealth Management | 0.00% | No change | 79 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 73 | $9K |
| Stephens Consulting, LLC | 0.00% | New | 69 | $8K |
| MV Capital Management, Inc. | 0.00% | Reduce -46.9% | 68 | $8K |
| NFSG Corp | 0.00% | Add +161.5% | 68 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 84 | $8K |
| Mascoma Wealth Management LLC | 0.00% | No change | 67 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 66 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +61.0% | 66 | $8K |
| Creative Capital Management Investments LLC | 0.00% | No change | 59 | $7K |
| Team Financial Group, LLC | 0.00% | New | 58 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 58 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +23.9% | 57 | $7K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 56 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 53 | $6K |
| Friedenthal Financial | 0.00% | No change | 52 | $6K |
| Ninety One UK Ltd | 0.00% | Reduce -64.6% | 52 | $6K |
| Morse Asset Management, Inc | 0.00% | New | 49 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 48 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 47 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 45 | $5K |
| 2UniFi Bank | 0.00% | No change | 44 | $5K |
| Accent Capital Management, LLC | 0.00% | No change | 40 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 39 | $5K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 39 | $5K |
| Hughes Financial Services, LLC | 0.00% | No change | 39 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | New | 36 | $4K |
| Main Street Group, LTD | 0.00% | Reduce -63.3% | 36 | $4K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 30 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 29 | $4K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 22 | $3K |
| Salomon & Ludwin, LLC | 0.00% | New | 24 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 21 | $3K |
| TD Capital Management LLC | 0.00% | Add +5.0% | 21 | $2K |
| Nvwm, LLC | 0.00% | New | 20 | $2K |
| Hartford Financial Management Inc. | 0.00% | No change | 19 | $2K |
| Kilter Group LLC | 0.00% | New | 17 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 17 | $2K |
| Perritt Capital Management Inc | 0.00% | No change | 17 | $2K |
| Abound Wealth Management | 0.00% | Reduce -6.3% | 15 | $2K |
| Granite FO LLC | 0.00% | No change | 14 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| Winch Advisory Services, LLC | 0.00% | No change | 11 | $1K |
| Gold Investment Management Ltd. | 0.00% | No change | 10 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 8 | $968 |
| Rakuten Securities, Inc. | 0.00% | Reduce -62.5% | 6 | $726 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 5 | $606 |
| Arlington Trust Co LLC | 0.00% | New | 5 | $605 |
| Financial Freedom, LLC | 0.00% | No change | 3 | $397 |
| Blume Capital Management, Inc. | 0.00% | New | 1 | $122 |
| Total Investment Management Inc. | 0.00% | New | 1 | $121 |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.