Novartis AG-Sponsored ADRNVS
13F holders, Q3 2025 (September 30)1,404holders +19
104new positions
73sold out
9famous investors
$128.24avg. 13F price*
At the end of Q3 2025, 1,404 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 19 from Q2 2025. 104 opened new positions and 73 sold out. The largest holders were Dodge & Cox ($1.4B), Primecap Management Co. ($1.2B) and Dimensional Fund Advisors LP ($1.1B). 9 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Novartis AG-Sponsored ADR
- CUSIP
- 66987V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $73.9M |
| Exits | 73 | $180.7M |
All 13F filers, Q2 2025 → Q3 2025: 8,920,824 shares bought and 8,257,230 shares sold, net +663,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,404 holders
| Dodge & Cox | 0.73% | Reduce -0.6% | 10,585,145 | $1.4B |
| Primecap Management Co. | 0.92% | Reduce -10.2% | 9,341,854 | $1.2B |
| Dimensional Fund Advisors LP | 0.24% | Reduce -2.4% | 8,840,686 | $1.1B |
| Morgan Stanley | 0.06% | Add +2.2% | 7,728,873 | $991.2M |
| Fisher Asset Management | 0.34% | Add +1.7% | 7,239,366 | $928.4M |
| Loomis Sayles & Co. L P | 0.86% | Add +1.5% | 5,664,911 | $726.5M |
| Bank of America Corp. | 0.04% | Add +1.7% | 4,605,878 | $590.7M |
| Franklin Resources Inc. | 0.13% | Reduce -4.3% | 4,059,319 | $520.6M |
| Goldman Sachs Group Inc. | 0.05% | Add +16.0% | 2,949,647 | $378.3M |
| BlackRock, Inc. | 0.01% | Add +9.0% | 2,530,206 | $324.5M |
| Northern Trust Corp. | 0.04% | Add +7.7% | 2,371,389 | $304.1M |
| GQG Partners LLC | 0.45% | Add +3518.6% | 2,262,867 | $290.2M |
| Principal Financial Group Inc. | 0.14% | Reduce -8.9% | 2,088,540 | $267.8M |
| Cullen Capital Management, LLC | 2.90% | Reduce -1.3% | 2,070,377 | $265.5M |
| Janus Henderson Group PLC | 0.12% | Reduce -5.0% | 2,068,726 | $265.3M |
| Renaissance Technologies | 0.32% | Reduce -18.3% | 1,877,831 | $240.8M |
| Wells Fargo & Company | 0.05% | Reduce -1.8% | 1,829,844 | $234.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +4.7% | 1,819,260 | $233.3M |
| Raymond James Financial Inc. | 0.07% | Add +77.7% | 1,648,174 | $211.4M |
| UBS Group AG | 0.04% | Add +18.1% | 1,602,133 | $205.5M |
| FMR LLC | 0.01% | Add +3.8% | 1,599,737 | $205.2M |
| State Street Corp. | 0.01% | Reduce -6.1% | 1,500,374 | $194.6M |
| Wellington Management Group LLP | 0.03% | Reduce -43.9% | 1,404,088 | $180.1M |
| Scharf Investments, LLC | 3.90% | Reduce -4.1% | 1,210,948 | $155.3M |
| Marshall Wace, LLP | 0.17% | Reduce -18.4% | 1,168,757 | $149.9M |
| Chevy Chase Trust Holdings, LLC | 0.40% | Add +0.1% | 1,136,250 | $145.7M |
| Bank of Montreal | 0.06% | Add +85.0% | 1,045,191 | $134.0M |
| Natixis Advisors, LLC | 0.17% | Add +4.5% | 900,018 | $115.4M |
| Balyasny Asset Management L.P. | 0.23% | Reduce -1.5% | 863,633 | $110.8M |
| Earnest Partners LLC | 0.47% | Reduce -1.2% | 840,026 | $107.7M |
| Truist Financial Corp. | 0.14% | Add +4.3% | 832,614 | $106.8M |
| Clark Capital Management Group, Inc. | 0.56% | Reduce -15.7% | 700,858 | $89.9M |
| Harding Loevner LP | 0.59% | Add +100.9% | 629,958 | $80.8M |
| Woodley Farra Manion Portfolio Management Inc. | 3.67% | Add +78.0% | 606,780 | $77.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.4% | 584,653 | $75.0M |
| Bristol John W & Co. Inc. | 1.18% | Reduce -1.8% | 581,723 | $74.6M |
| American Century Companies Inc. | 0.04% | Reduce -4.6% | 561,064 | $72.0M |
| Royal Bank of Canada | 0.01% | Add +9.6% | 551,927 | $70.8M |
| LPL Financial LLC | 0.02% | Add +19.9% | 551,535 | $70.7M |
| JPMorgan Chase & Co. | 0.00% | Add +18.1% | 537,543 | $68.9M |
| Sei Investments Co. | 0.07% | Add +1.6% | 520,091 | $66.7M |
| CIBC Private Wealth Group LLC | 0.11% | Add +3.9% | 495,791 | $63.6M |
| Harvest Portfolios Group Inc. | 1.15% | Reduce -1.5% | 485,330 | $62.2M |
| NewEdge Wealth, LLC | 0.88% | Add +4.4% | 486,464 | $61.1M |
| Corient Private Wealth LP | 0.09% | Add +1.3% | 458,540 | $58.8M |
| First Trust Advisors LP | 0.04% | Add +8.6% | 455,003 | $58.3M |
| Van Eck Associates Corp. | 0.05% | Add +11.3% | 444,658 | $57.0M |
| Todd Asset Management LLC | 1.14% | Add +5.8% | 439,879 | $56.4M |
| Creative Planning | 0.04% | Add +6.4% | 423,818 | $54.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Reduce -0.8% | 399,158 | $51.2M |
| TCTC Holdings, LLC | 1.49% | Reduce -0.1% | 391,436 | $50.2M |
| Assetmark, Inc. | 0.10% | Add +11.9% | 358,151 | $45.9M |
| Cerity Partners LLC | 0.07% | Reduce -1.8% | 332,682 | $42.7M |
| GMO | 0.12% | Reduce -6.1% | 331,032 | $42.5M |
| Saturna Capital Corp. | 0.52% | Reduce -0.2% | 315,301 | $40.4M |
| Janney Montgomery Scott LLC | 0.10% | Add +0.9% | 313,282 | $40.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.3% | 312,368 | $40.1M |
| Tidal Investments LLC | 0.16% | Add +3309.5% | 301,436 | $38.7M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +7.9% | 285,805 | $36.7M |
| Teachers Retirement System of the State of Kentucky | 0.27% | Add +8.3% | 274,950 | $35.3M |
| Cookson Peirce & Co. Inc. | 1.43% | Add +1.7% | 272,169 | $34.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +17.2% | 260,827 | $33.4M |
| Stifel Financial Corp. | 0.03% | Add +5.5% | 256,752 | $32.9M |
| US Bancorp \de | 0.04% | Add +14.0% | 254,257 | $32.6M |
| HighTower Advisors, LLC | 0.04% | Add +4.3% | 253,203 | $32.5M |
| Quantinno Capital Management LP | 0.09% | Add +27.1% | 252,646 | $32.4M |
| Midwest Trust Co | 0.42% | Reduce -5.5% | 252,352 | $32.4M |
| Brandes Investment Partners, LP | 0.25% | Add +3.6% | 247,875 | $31.8M |
| Mariner, LLC | 0.04% | Add +3.3% | 234,890 | $30.1M |
| Citigroup Inc. | 0.02% | Add +8.1% | 231,287 | $29.7M |
| Osaic Holdings, Inc. | 0.04% | Add +27.8% | 231,907 | $29.5M |
| D.A. Davidson & Co. | 0.18% | Reduce -32.1% | 224,547 | $28.8M |
| Oppenheimer Asset Management Inc. | 0.31% | Add +6.4% | 222,892 | $28.6M |
| First Financial Bankshares Inc | 0.59% | Add +0.1% | 222,237 | $28.5M |
| Martin Investment Management, LLC | 7.10% | Reduce -0.7% | 217,743 | $27.9M |
| MML Investors Services, LLC | 0.07% | Add +13.5% | 216,969 | $27.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.9% | 212,784 | $27.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +1351.5% | 210,188 | $27.0M |
| Promethos Capital, LLC | 7.12% | Add +4.9% | 207,180 | $26.5M |
| Integral Health Asset Management, LLC | 1.87% | No change | 200,000 | $25.6M |
| Managed Asset Portfolios, LLC | 3.15% | Add +0.8% | 198,702 | $25.5M |
| Godsey & Gibb, Inc. | 2.19% | Reduce -1.5% | 193,262 | $24.8M |
| Qube Research & Technologies Ltd | 0.03% | New | 189,467 | $24.3M |
| Brown Advisory Inc. | 0.03% | Reduce -0.6% | 188,953 | $24.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +23.0% | 180,188 | $23.7M |
| BNP Paribas Financial Markets | 0.02% | Add +11553.6% | 184,244 | $23.6M |
| Jones Financial Companies LLLP | 0.02% | Add +7.2% | 185,573 | $23.1M |
| Cetera Investment Advisers | 0.03% | Add +22.1% | 179,827 | $23.1M |
| Invesco Ltd. | 0.00% | Reduce -10.5% | 179,039 | $23.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -10.5% | 178,522 | $22.9M |
| Foresight Global Investors, Inc. | 13.07% | Add +4.1% | 171,683 | $22.0M |
| Grandfield & Dodd, LLC | 1.18% | Add +0.3% | 162,818 | $20.9M |
| NorthCoast Asset Management LLC | 0.08% | Add +6.0% | 161,147 | $20.7M |
| Optiver Holding B.V. | 0.33% | Reduce -68.9% | 160,088 | $20.5M |
| Douglas Lane & Associates, LLC | 0.28% | Reduce -5.3% | 156,448 | $20.1M |
| Oak Associates Ltd. | 1.22% | Reduce -1.3% | 155,859 | $20.0M |
| Cibc World Market Inc. | 0.04% | Reduce -2.8% | 154,547 | $19.8M |
| Captrust Financial Advisors | 0.04% | Add +1.9% | 154,149 | $19.8M |
| M&T Bank Corp | 0.07% | Reduce -3.9% | 152,462 | $19.6M |
| ProVise Management Group, LLC | 1.33% | Add +2.9% | 140,374 | $18.0M |
| HRT Financial LP | 0.07% | Add +265.6% | 138,859 | $17.8M |
| First Fiduciary Investment Counsel, Inc. | 3.41% | Reduce -0.3% | 136,470 | $17.5M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.1% | 136,371 | $17.5M |
| Coleford Investment Management Ltd. | 4.19% | Reduce -1.9% | 136,050 | $17.4M |
| AQR Capital Management | 0.01% | Add +85.0% | 135,959 | $17.4M |
| Wilkins Investment Counsel Inc. | 2.43% | Reduce -3.9% | 133,977 | $17.2M |
| GW Henssler & Associates Ltd. | 0.86% | Reduce -1.4% | 133,468 | $17.1M |
| Parkwood LLC | 1.66% | Reduce -41.5% | 132,966 | $17.1M |
| Vanguard Personalized Indexing Management, LLC | 0.17% | Add +5.5% | 132,536 | $17.0M |
| Ingalls & Snyder LLC | 0.56% | Reduce -0.1% | 131,857 | $16.9M |
| QRG Capital Management, Inc. | 0.20% | Reduce -34.5% | 125,534 | $16.1M |
| Boston Common Asset Management, LLC | 0.45% | Reduce -10.3% | 124,236 | $15.9M |
| Neuberger Berman Group LLC | 0.01% | Add +5.6% | 121,739 | $15.6M |
| Capital Wealth Planning, LLC | 0.11% | Add +31.6% | 118,905 | $15.2M |
| &partners | 0.10% | Add +9.4% | 116,717 | $15.1M |
| Tocqueville Asset Management L.P. | 0.22% | Reduce -0.3% | 115,902 | $14.9M |
| Edgemoor Investment Advisors, Inc. | 1.09% | Reduce -1.5% | 109,040 | $14.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -4.0% | 105,701 | $13.9M |
| Cresset Asset Management, LLC | 0.06% | Add +3.3% | 108,372 | $13.9M |
| Pathstone Holdings, LLC | 0.05% | Add +3.9% | 107,084 | $13.7M |
| Jane Street Group, LLC | 0.02% | Add +121.2% | 106,302 | $13.6M |
| New York State Common Retirement Fund | 0.02% | Add +3.7% | 106,298 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.0% | 102,679 | $13.2M |
| Ritholtz Wealth Management | 0.25% | Add +0.8% | 101,506 | $13.0M |
| Massachusetts Financial Services Co. | 0.00% | Add +33.4% | 99,385 | $12.7M |
| Exencial Wealth Advisors, LLC | 0.40% | Reduce -2.5% | 95,924 | $12.3M |
| Allworth Financial LP | 0.05% | Reduce -0.3% | 95,597 | $12.3M |
| Fiera Capital Corp | 0.04% | Add +115.1% | 93,934 | $12.0M |
| American Assets Investment Management, LLC | 0.88% | No change | 93,610 | $12.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +16.7% | 91,723 | $11.8M |
| Ethic Inc. | 0.19% | Add +11.7% | 90,855 | $11.7M |
| Eldred Rock Partners, LLC | 2.90% | Add +12.2% | 90,753 | $11.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 89,840 | $11.5M |
| Cwm, LLC | 0.03% | Add +8.3% | 89,476 | $11.5M |
| Euro Pacific Asset Management, LLC | 1.38% | Reduce -1.4% | 91,767 | $11.4M |
| Manning & Napier Advisors LLC | 0.14% | Reduce -7.8% | 88,478 | $11.3M |
| Matthew Goff Investment Advisor, LLC | 1.93% | Reduce -0.5% | 88,277 | $11.3M |
| Callan Family Office, LLC | 0.36% | Add +1.1% | 87,975 | $11.3M |
| Bahl & Gaynor LLC | 0.06% | Reduce -4.6% | 87,431 | $11.2M |
| Zevin Asset Management LLC | 1.63% | Reduce -12.2% | 87,207 | $11.2M |
| Lockheed Martin Investment Management Co. | 0.40% | Add +15.6% | 85,200 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -1.3% | 84,707 | $10.9M |
| Investment House LLC | 0.50% | Add +0.2% | 82,017 | $10.5M |
| Reynders McVeigh Capital Management, LLC | 0.49% | Add +11.2% | 81,871 | $10.5M |
| United Capital Financial Advisors, LLC | 0.07% | Add +5.9% | 80,960 | $10.4M |
| Live Oak Private Wealth LLC | 1.38% | Add +0.6% | 77,080 | $9.9M |
| Gabelli Funds LLC | 0.07% | Reduce -3.1% | 76,900 | $9.9M |
| Cohen Capital Management, Inc. | 1.53% | Reduce -0.8% | 76,613 | $9.8M |
| Tweedy, Browne Co LLC | 0.85% | Reduce -1.6% | 76,054 | $9.8M |
| Clifford Swan Investment Counsel LLC | 0.32% | Reduce -1.1% | 75,602 | $9.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.4% | 75,464 | $9.7M |
| Altrius Capital Management Inc | 2.18% | Reduce -5.7% | 74,429 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Add +2.9% | 74,082 | $9.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.40% | Reduce -2.5% | 73,979 | $9.5M |
| Tower Bridge Advisors | 0.95% | Reduce -1.4% | 73,338 | $9.4M |
| NewEdge Advisors, LLC | 0.04% | Add +6.4% | 72,639 | $9.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +217.1% | 72,604 | $9.3M |
| Camden National Bank | 1.27% | Reduce -0.6% | 70,622 | $9.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 69,492 | $8.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +133.5% | 69,390 | $8.9M |
| Empowered Funds, LLC | 0.09% | Add +3.9% | 67,377 | $8.6M |
| Blair William & Co. | 0.02% | Reduce -0.6% | 65,726 | $8.4M |
| Geneos Wealth Management Inc. | 0.21% | Add +27.7% | 64,760 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.1% | 64,498 | $8.3M |
| Mengis Capital Management, Inc. | 1.62% | Reduce -0.8% | 63,998 | $8.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +4.4% | 63,781 | $8.2M |
| Welch & Forbes LLC | 0.09% | Reduce -1.1% | 61,146 | $7.8M |
| Quadrant Capital Group LLC | 0.25% | Add +3.9% | 59,694 | $7.7M |
| Atria Investments, Inc | 0.09% | Add +9.7% | 58,465 | $7.5M |
| Fiduciary Trust Co | 0.08% | Reduce -0.3% | 57,833 | $7.4M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -0.5% | 57,815 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.1% | 56,101 | $7.2M |
| Focus Partners Wealth | 0.01% | Add +8.3% | 55,944 | $7.2M |
| Boston Partners | 0.01% | Add +3.4% | 54,543 | $7.0M |
| Deutsche Bank AG | 0.00% | Add +4.5% | 52,968 | $6.8M |
| Park Avenue Securities LLC | 0.05% | Reduce -4.4% | 52,892 | $6.8M |
| Advisors Capital Management, LLC | 0.08% | Add +4.7% | 52,733 | $6.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.2% | 52,474 | $6.7M |
| Logan Capital Management Inc. | 0.28% | Add +12.1% | 52,305 | $6.7M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -0.1% | 52,133 | $6.7M |
| JARISLOWSKY, FRASER Ltd | 0.04% | Reduce -2.6% | 52,037 | $6.7M |
| Narwhal Capital Management | 0.49% | Add +2.3% | 51,925 | $6.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -48.4% | 51,422 | $6.6M |
| Keybank National Association | 0.02% | Add +2.3% | 50,525 | $6.5M |
| Glassy Mountain Advisors, Inc. | 1.95% | Reduce -1.8% | 50,500 | $6.5M |
| Country Club Bank | 0.38% | Reduce -14.0% | 51,697 | $6.4M |
| Catalyst Capital Advisors LLC | 0.13% | Add +4.8% | 49,892 | $6.4M |
| Walled Lake Planning & Wealth Management, LLC | 2.10% | Reduce -5.5% | 49,796 | $6.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.26% | Reduce -0.6% | 49,685 | $6.4M |
| Cardinal Capital Management | 0.88% | Add +1.1% | 49,561 | $6.4M |
| Pittenger & Anderson Inc. | 0.23% | No change | 49,020 | $6.3M |
| Brown Brothers Harriman & Co. | 0.04% | Reduce -2.5% | 48,940 | $6.3M |
| Smithbridge Asset Management Inc. | 0.90% | Reduce -0.0% | 48,515 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -9.1% | 47,270 | $6.1M |
| Scotia Capital Inc. | 0.03% | Add +4.8% | 47,053 | $6.0M |
| Simplex Trading, LLC | 0.13% | Add +97.5% | 46,811 | $6.0M |
| Monte Financial Group, LLC | 2.20% | Reduce -11.2% | 46,583 | $6.0M |
| Rathbones Group PLC | 0.02% | Reduce -4.8% | 46,249 | $5.9M |
| Signaturefd, LLC | 0.09% | Add +3.1% | 46,107 | $5.9M |
| Trust Co. of Vermont | 0.26% | Reduce -1.8% | 45,739 | $5.9M |
| Fred Alger Management, LLC | 0.02% | Add +15.4% | 45,590 | $5.8M |
| Financial Gravity Asset Management, Inc. | 1.15% | — | 45,481 | $5.8M |
| Glenmede Investment Management, LP | 0.03% | Add +71.8% | 45,234 | $5.8M |
| First Manhattan Co. Llc. | 0.02% | Reduce -2.0% | 44,923 | $5.8M |
| World Investment Advisors | 0.12% | Add +4.1% | 44,495 | $5.7M |
| Henry James International Management Inc. | 1.71% | No change | 43,599 | $5.6M |
| Naviter Wealth, LLC | 0.65% | Add +3.4% | 43,531 | $5.6M |
| Lido Advisors, LLC | 0.02% | Add +43.6% | 43,096 | $5.5M |
| Curi Capital, LLC | 0.10% | Reduce -28.9% | 42,848 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +8.4% | 42,790 | $5.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +48.5% | 42,122 | $5.4M |
| DAVENPORT & Co LLC | 0.03% | Add +24.8% | 42,036 | $5.4M |
| Perennial Advisors, LLC | 0.93% | Reduce -0.0% | 41,937 | $5.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +10.1% | 41,795 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Add +0.6% | 41,400 | $5.3M |
| Hantz Financial Services, Inc. | 0.08% | Add +53.8% | 40,980 | $5.3M |
| Hamel Associates, Inc. | 1.60% | Reduce -0.4% | 40,585 | $5.2M |
| Carret Asset Management, LLC | 0.50% | Add +0.5% | 40,260 | $5.2M |
| Argent Trust Co | 0.18% | Add +3.0% | 40,042 | $5.1M |
| Arlington Partners LLC | 1.76% | Add +1.9% | 39,628 | $5.1M |
| National Bank of Canada | 0.01% | Reduce -44.7% | 39,369 | $5.0M |
| Hayek Kallen Investment Management | 1.57% | Reduce -0.1% | 38,865 | $5.0M |
| Farmers & Merchants Investments Inc. | 0.14% | Reduce -1.2% | 38,425 | $4.9M |
| Ieq Capital, LLC | 0.01% | Add +95.3% | 37,868 | $4.9M |
| Vident Advisory, LLC | 0.05% | Add +13.0% | 37,474 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -4.6% | 37,164 | $4.8M |
| Crossmark Global Holdings, Inc. | 0.07% | Reduce -0.8% | 37,070 | $4.8M |
| Sphera Funds Management LTD. | 1.13% | No change | 37,000 | $4.7M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -3.0% | 36,844 | $4.7M |
| Factory Mutual Insurance Co. | 0.04% | New | 35,796 | $4.6M |
| Principal Securities, Inc. | 0.08% | Reduce -2.5% | 35,771 | $4.6M |
| Greenfield Seitz Capital Management, LLC | 1.47% | Reduce -18.3% | 35,453 | $4.5M |
| Dearborn Partners LLC | 0.21% | Reduce -0.1% | 35,160 | $4.5M |
| Tudor Investment Corporation | 0.03% | New | 35,000 | $4.5M |
| Timber Creek Capital Management LLC | 1.07% | Reduce -0.5% | 34,627 | $4.4M |
| Choreo, LLC | 0.06% | Add +18.9% | 34,571 | $4.4M |
| Ashton Thomas Securities, LLC | 0.62% | New | 34,439 | $4.4M |
| First Pacific Financial | 0.61% | Add +31.7% | 34,313 | $4.4M |
| Azzad Asset Management Inc. | 0.43% | Add +1.5% | 34,293 | $4.4M |
| Caprock Group, LLC | 0.11% | — | 34,496 | $4.4M |
| Baldwin Wealth Partners LLC | 0.28% | Reduce -10.1% | 33,850 | $4.3M |
| Auto-Owners Insurance Co | 0.11% | Reduce -25.6% | 33,570 | $4.3M |
| Voya Investment Management LLC | 0.00% | Reduce -23.0% | 33,285 | $4.3M |
| WealthTrust Axiom LLC | 1.14% | Add +1.6% | 33,159 | $4.3M |
| Daymark Wealth Partners, LLC | 0.14% | Reduce -0.7% | 33,060 | $4.2M |
| Cornerstone Wealth Group, LLC | 0.28% | Add +0.6% | 32,796 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.42% | Reduce -2.8% | 32,566 | $4.2M |
| Fifth Third Bancorp | 0.01% | Add +31.1% | 32,559 | $4.2M |
| Quartz Partners, LLC | 1.51% | Add +29.2% | 32,412 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.8% | 31,852 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -90.5% | 31,728 | $4.1M |
| Arkadios Wealth Advisors | 0.10% | Add +23.5% | 31,654 | $4.1M |
| Greenup Street Wealth Management LLC | 0.62% | Reduce -25.6% | 31,232 | $4.0M |
| Merit Financial Group, LLC | 0.04% | Add +2.0% | 31,145 | $4.0M |
| Providence Capital Advisors, LLC | 0.69% | Add +2.8% | 30,974 | $4.0M |
| Northeast Investment Management | 0.16% | No change | 30,970 | $4.0M |
| Chesley Taft & Associates LLC | 0.17% | Reduce -1.2% | 30,830 | $4.0M |
| Great Lakes Advisors, LLC | 0.03% | Add +4.6% | 30,533 | $3.9M |
| Banco Santander, S.A. | 0.03% | Reduce -51.4% | 30,286 | $3.9M |
| MAI Capital Management | 0.02% | Add +21.6% | 29,788 | $3.8M |
| Northside Capital Management, LLC | 0.35% | Add +0.9% | 29,543 | $3.8M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -2.1% | 29,528 | $3.8M |
| Moors & Cabot, Inc. | 0.16% | Reduce -5.7% | 29,292 | $3.8M |
| Prentiss Smith & Co. Inc. | 2.12% | Reduce -0.2% | 29,264 | $3.8M |
| Csenge Advisory Group | 0.18% | Add +58.9% | 29,246 | $3.8M |
| Atlantic Union Bankshares Corp | 0.07% | Add +1.9% | 29,113 | $3.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.5% | 28,316 | $3.7M |
| Haverford Trust Co | 0.03% | Reduce -22.5% | 28,874 | $3.7M |
| Oxbow Advisors, LLC | 0.35% | Add +0.8% | 28,840 | $3.7M |
| NBT Bank, N.A. | 0.24% | Reduce -0.1% | 28,689 | $3.7M |
| Acadian Asset Management LLC | 0.01% | Add +0.8% | 28,533 | $3.7M |
| Capital Insight Partners, LLC | 0.60% | Reduce -0.3% | 28,348 | $3.6M |
| Penobscot Investment Management Company, Inc. | 0.28% | Add +9.9% | 28,317 | $3.6M |
| Woodmont Investment Counsel LLC | 0.24% | Reduce -18.9% | 28,209 | $3.6M |
| Evergreen Capital Management LLC | 0.09% | Add +20.6% | 28,090 | $3.6M |
| EagleClaw Capital Managment, LLC | 0.50% | Add +12.7% | 28,082 | $3.6M |
| Fayez Sarofim & Co | 0.01% | Reduce -0.7% | 27,952 | $3.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Reduce -18.8% | 27,827 | $3.6M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 2.08% | Reduce -4.9% | 27,005 | $3.5M |
| Trustmark Bank Trust Department | 0.22% | Reduce -1.2% | 26,888 | $3.4M |
| Telos Capital Management, Inc. | 0.33% | Reduce -0.1% | 26,672 | $3.4M |
| SIH Partners, LLLP | 0.30% | No change | 26,579 | $3.4M |
| Archford Capital Strategies, LLC | 0.40% | New | 26,353 | $3.4M |
| Mgo One Seven LLC | 0.08% | Add +9.9% | 26,315 | $3.4M |
| Naples Global Advisors, LLC | 0.26% | Reduce -2.0% | 26,300 | $3.4M |
| Americana Partners, LLC | 0.10% | Reduce -1.0% | 26,284 | $3.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.18% | Add +6.1% | 26,168 | $3.4M |
| Ballentine Partners, LLC | 0.05% | Reduce -2.4% | 26,119 | $3.3M |
| Prospera Financial Services Inc | 0.06% | Reduce -2.0% | 25,946 | $3.3M |
| Aquatic Capital Management LLC | 0.06% | Reduce -22.1% | 25,899 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -10.9% | 25,809 | $3.3M |
| CIBC Asset Management Inc | 0.01% | Add +50.2% | 25,989 | $3.3M |
| Albert D Mason Inc. | 2.13% | Add +4.7% | 25,499 | $3.3M |
| Hall Laurie J Trustee | 1.06% | Add +0.8% | 25,332 | $3.2M |
| Arjuna Capital | 0.79% | Add +109.0% | 24,851 | $3.2M |
| TD Asset Management Inc | 0.00% | Add +19.9% | 24,815 | $3.2M |
| Forum Financial Management, LP | 0.04% | No change | 24,607 | $3.2M |
| SageView Advisory Group, LLC | 0.11% | New | 24,463 | $3.1M |
| Fca Corp. | 0.87% | Add +1.5% | 24,432 | $3.1M |
| Blue Square Asset Management, LLC | 1.36% | Reduce -0.2% | 24,240 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +7.7% | 24,217 | $3.1M |
| Patten & Patten Inc. | 0.18% | Reduce -1.9% | 23,927 | $3.1M |
| apricus wealth, LLC | 1.64% | Reduce -0.1% | 23,733 | $3.0M |
| Compound Planning, Inc. | 0.10% | Add +13.1% | 23,339 | $3.0M |
| Parr McKnight Wealth Management Group, LLC | 0.39% | Reduce -0.9% | 23,218 | $3.0M |
| AlphaCore Capital LLC | 0.10% | Add +197.1% | 22,964 | $2.9M |
| Fairfield, Bush & Co. | 1.50% | Reduce -5.7% | 22,854 | $2.9M |
| Tealwood Asset Management Inc. | 1.18% | Reduce -3.3% | 22,805 | $2.9M |
| AMG National Trust Bank | 0.07% | No change | 22,756 | $2.9M |
| Mitchell & Pahl Private Wealth, LLC | 1.21% | Reduce -0.6% | 22,421 | $2.9M |
| Choate Investment Advisors | 0.06% | Reduce -3.8% | 22,238 | $2.9M |
| Commerce Bank | 0.02% | Add +1.6% | 22,143 | $2.8M |
| Huntington National Bank | 0.02% | Reduce -0.4% | 22,131 | $2.8M |
| West Oak Capital, LLC | 1.37% | Add +0.0% | 21,418 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -19.8% | 21,316 | $2.7M |
| Cascade Investment Advisors, Inc. | 1.65% | Reduce -2.5% | 21,205 | $2.7M |
| Kathmere Capital Management, LLC | 0.19% | Add +20.2% | 20,864 | $2.7M |
| Walleye Capital LLC | 0.02% | Add +450.6% | 20,855 | $2.7M |
| Old Port Advisors | 0.67% | Add +1.4% | 20,701 | $2.7M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +9.5% | 20,014 | $2.6M |
| Coastline Trust Co | 0.28% | Reduce -0.8% | 20,461 | $2.6M |
| Beacon Financial Group | 0.26% | Reduce -0.6% | 20,449 | $2.6M |
| Brooklyn Investment Group | 0.35% | Reduce -2.5% | 21,528 | $2.6M |
| Family Manage LLC | 0.36% | Reduce -4.3% | 20,104 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -8.4% | 20,057 | $2.6M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.46% | No change | 20,000 | $2.6M |
| China Universal Asset Management Co., Ltd. | 0.21% | Add +33.3% | 20,000 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -2.5% | 19,866 | $2.5M |
| Foster & Motley Inc. | 0.14% | Reduce -1.0% | 19,776 | $2.5M |
| DGS Capital Management, LLC | 0.46% | Add +6.2% | 19,726 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.1% | 19,381 | $2.5M |
| Vise Technologies, Inc. | 0.09% | Reduce -29.9% | 19,364 | $2.5M |
| Everett Harris & Co. | 0.03% | No change | 19,363 | $2.5M |
| Optimist Retirement Group LLC | 1.12% | Add +0.2% | 19,319 | $2.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.13% | Add +731.9% | 19,041 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Reduce -0.1% | 19,018 | $2.4M |
| Trust Co. of Toledo NA | 0.24% | No change | 18,956 | $2.4M |
| Cloverfields Capital Group, LP | 0.75% | Reduce -9.2% | 18,612 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +79.8% | 18,589 | $2.4M |
| Beutel, Goodman & Co Ltd. | 0.01% | Add +52.3% | 18,440 | $2.4M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -12.6% | 18,312 | $2.3M |
| Farther Finance Advisors, LLC | 0.04% | Add +5.7% | 18,309 | $2.3M |
| Abbot Financial Management, Inc. | 1.00% | Reduce -0.7% | 18,207 | $2.3M |
| Level Four Advisory Services, LLC | 0.08% | Add +13.5% | 18,044 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.2% | 17,914 | $2.3M |
| Independent Investors Inc. | 0.44% | No change | 17,900 | $2.3M |
| Checchi Capital Advisers, LLC | 0.16% | Add +2.3% | 17,876 | $2.3M |
| Lester Murray Antman dba SimplyRich | 0.61% | Reduce -0.0% | 17,770 | $2.3M |
| Marietta Investment Partners LLC | 0.44% | Add +3.8% | 17,749 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +34.8% | 17,671 | $2.3M |
| Triasima Portfolio Management inc. | 0.34% | Add +0.5% | 17,555 | $2.3M |
| Benedict Financial Advisors Inc. | 0.49% | Reduce -0.4% | 17,519 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -3.1% | 17,337 | $2.2M |
| BTC Capital Management, Inc. | 0.15% | Add +9.7% | 17,279 | $2.2M |
| Nichols & Pratt Advisers LLP | 0.14% | No change | 17,237 | $2.2M |
| Jamison Private Wealth Management, Inc. | 0.29% | Reduce -1.9% | 17,227 | $2.2M |
| Ipswich Investment Management Co., Inc. | 0.52% | Reduce -5.0% | 17,212 | $2.2M |
| Altman Advisors, Inc. | 0.84% | Add +0.8% | 17,136 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.1% | 16,957 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Add +26.8% | 16,939 | $2.2M |
| New Vernon Capital Holdings II LLC | 1.00% | No change | 16,911 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +8.1% | 16,880 | $2.2M |
| Abundance Wealth Counselors | 0.37% | Reduce -0.2% | 16,854 | $2.2M |
| Patten Group, Inc. | 0.42% | Reduce -0.2% | 16,813 | $2.2M |
| Regions Financial Corp. | 0.01% | Add +221.3% | 16,813 | $2.2M |
| Rothschild Investment LLC | 0.12% | Add +1.2% | 16,777 | $2.2M |
| Headinvest, LLC | 0.44% | Reduce -2.2% | 16,516 | $2.1M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -11.3% | 16,503 | $2.1M |
| Palisade Asset Management, LLC | 0.20% | Add +0.1% | 16,459 | $2.1M |
| Quadcap Wealth Management, LLC | 0.25% | Reduce -0.3% | 16,384 | $2.1M |
| Marshall Financial Group, LLC | 0.41% | Add +4.7% | 16,375 | $2.1M |
| Empire Financial Management Company, LLC | 0.48% | Add +2.5% | 16,338 | $2.1M |
| Savant Capital, LLC | 0.01% | Add +7.8% | 16,304 | $2.1M |
| Advisors Management Group Inc. | 0.36% | Reduce -2.2% | 16,153 | $2.1M |
| IAM Advisory, LLC | 0.47% | Add +1.5% | 16,135 | $2.1M |
| FSB Premier Wealth Management, Inc. | 0.68% | Add +12.4% | 16,098 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +2.6% | 15,976 | $2.0M |
| Aaron Wealth Advisors LLC | 0.12% | Add +2.7% | 15,639 | $2.0M |
| Ascent Wealth Partners, LLC | 0.23% | Reduce -2.3% | 15,637 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +0.7% | 15,626 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.4% | 15,290 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +0.0% | 15,191 | $1.9M |
| Legacy Financial Advisors, Inc. | 0.27% | New | 15,061 | $1.9M |
| Mosaic Financial Group, LLC | 1.37% | No change | 14,986 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -20.0% | 14,966 | $1.9M |
| Baker Ellis Asset Management LLC | 0.23% | Add +1.0% | 14,711 | $1.9M |
| Highland Capital Management, LLC | 0.09% | Add +0.7% | 14,562 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -64.8% | 14,527 | $1.9M |
| TD Private Client Wealth LLC | 0.04% | Add +17.0% | 14,398 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -1.3% | 14,349 | $1.8M |
| Kahn Brothers Group Inc. | 0.35% | Reduce -22.4% | 14,326 | $1.8M |
| Sterling Capital Management LLC | 0.03% | Add +24.0% | 14,264 | $1.8M |
| Marco Investment Management LLC | 0.14% | No change | 14,120 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +1.7% | 14,010 | $1.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.38% | Reduce -1.4% | 13,925 | $1.8M |
| Smartleaf Asset Management LLC | 0.11% | Add +23.1% | 14,328 | $1.8M |
| Morningstar Investment Management LLC | 0.07% | New | 13,842 | $1.8M |
| Parsons Capital Management Inc. | 0.10% | Reduce -0.5% | 13,767 | $1.8M |
| Greenleaf Trust | 0.02% | Add +2.9% | 13,696 | $1.8M |
| Voya Financial Advisors, Inc. | 0.17% | Reduce -1.5% | 14,118 | $1.8M |
| Venturi Wealth Management, LLC | 0.08% | Add +4.7% | 13,568 | $1.7M |
| Denali Advisors LLC | 0.20% | Reduce -37.8% | 13,559 | $1.7M |
| Sepio Capital, LP | 0.10% | Add +2.7% | 13,551 | $1.7M |
| Park National Corp. | 0.05% | Reduce -1.8% | 13,503 | $1.7M |
| Ativo Capital Management LLC | 1.46% | Reduce -2.0% | 13,445 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.54% | No change | 13,328 | $1.7M |
| Somerville Kurt F | 0.28% | Reduce -7.0% | 13,323 | $1.7M |
| Leo Wealth, LLC | 0.22% | Reduce -18.9% | 13,280 | $1.7M |
| HM Payson & Co. | 0.02% | Add +306.6% | 13,262 | $1.7M |
| Solutions 4 Wealth, Ltd | 2.63% | Reduce -0.0% | 13,214 | $1.7M |
| Compass Wealth Management LLC | 0.38% | Reduce -0.9% | 13,197 | $1.7M |
| Strategic Global Advisors, LLC | 0.26% | Reduce -7.5% | 13,182 | $1.7M |
| Roberts Glore & Co. Inc. | 0.46% | Reduce -2.7% | 13,143 | $1.7M |
| Ascent Group, LLC | 0.06% | Reduce -7.0% | 13,125 | $1.7M |
| Shelton Capital Management | 0.04% | Reduce -47.4% | 13,092 | $1.7M |
| West Family Investments, Inc. | 0.37% | Add +1.2% | 12,920 | $1.7M |
| Boit C F David | 0.74% | No change | 12,800 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -25.0% | 12,726 | $1.6M |
| Arnhold LLC | 0.14% | No change | 12,636 | $1.6M |
| Glass Wealth Management Co LLC | 0.72% | Add +2.5% | 12,615 | $1.6M |
| Boston Family Office LLC | 0.10% | Reduce -2.3% | 12,635 | $1.6M |
| GTS Securities LLC | 0.06% | Add +144.3% | 12,512 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +2.9% | 12,476 | $1.6M |
| Physicians Financial Services, Inc. | 0.44% | Reduce -1.6% | 12,434 | $1.6M |
| Fox Run Management, L.L.C. | 0.25% | New | 12,349 | $1.6M |
| Hilltop Holdings Inc. | 0.08% | Add +4.9% | 12,334 | $1.6M |
| Plancorp, LLC | 0.05% | No change | 12,288 | $1.6M |
| Kentucky Trust Co | 0.85% | No change | 12,237 | $1.6M |
| Carnegie Investment Counsel | 0.03% | Reduce -0.2% | 12,234 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +2.3% | 12,232 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.1% | 12,219 | $1.6M |
| Flputnam Investment Management Co. | 0.02% | Reduce -5.0% | 12,199 | $1.6M |
| Bailard, Inc. | 0.03% | Add +13.3% | 12,121 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +5.4% | 12,107 | $1.6M |
| Delphi Management Inc. | 1.44% | Reduce -0.7% | 12,064 | $1.5M |
| V-Square Quantitative Management LLC | 0.26% | Add +1.6% | 12,021 | $1.5M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.12% | No change | 12,000 | $1.5M |
| Trust Co. of Oklahoma | 0.45% | Add +0.9% | 11,818 | $1.5M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -2.9% | 11,797 | $1.5M |
| Kiker Wealth Management, LLC | 0.76% | New | 11,749 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +16.9% | 11,698 | $1.5M |
| Dynasty Wealth Management, LLC | 0.02% | New | 11,630 | $1.5M |
| Qtron Investments LLC | 0.18% | Reduce -1.6% | 11,569 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.9% | 11,539 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -2.4% | 11,368 | $1.5M |
| Advisory Resource Group | 0.26% | Add +4.8% | 11,342 | $1.5M |
| Creegan & Nassoura Financial Group, LLC | 0.94% | No change | 11,325 | $1.5M |
| Greenwich Wealth Management LLC | 0.07% | No change | 11,312 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +116.6% | 11,168 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -3.1% | 11,081 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 11,078 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -1.0% | 11,063 | $1.4M |
| Agate Pass Investment Management, LLC | 0.54% | No change | 11,050 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Reduce -11.8% | 11,044 | $1.4M |
| First Affirmative Financial Network | 0.66% | Add +7.8% | 10,962 | $1.4M |
| HF Advisory Group, LLC | 0.51% | Add +6.6% | 10,927 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | Reduce -22.7% | 10,904 | $1.4M |
| Bridgewater Advisors Inc. | 0.10% | Reduce -0.6% | 11,014 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.7% | 10,848 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Add +0.5% | 10,804 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.6% | 10,791 | $1.4M |
| Crux Wealth Advisors | 0.55% | Add +6.2% | 10,775 | $1.4M |
| Guyasuta Investment Advisors Inc. | 0.08% | No change | 10,767 | $1.4M |
| Ar Asset Management Inc. | 0.29% | No change | 10,750 | $1.4M |
| Drexel Morgan & Co. | 0.22% | No change | 10,720 | $1.4M |
| Integrated Quantitative Investments LLC | 0.39% | Add +0.8% | 10,627 | $1.4M |
| GAMMA Investing LLC | 0.08% | Add +31.3% | 10,617 | $1.4M |
| Foyston, Gordon & Payne Inc | 0.30% | Reduce -1.4% | 10,580 | $1.4M |
| Holderness Investments Co. | 0.28% | Reduce -8.4% | 10,563 | $1.4M |
| Intrust Bank NA | 0.11% | Reduce -0.1% | 10,559 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | Reduce -3.3% | 10,550 | $1.4M |
| Unique Wealth Strategies, LLC | 0.53% | Add +1.5% | 10,516 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.1% | 10,513 | $1.3M |
| Graham Capital Management, L.P. | 0.07% | Reduce -11.4% | 10,455 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +221.6% | 10,358 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Reduce -6.8% | 10,354 | $1.3M |
| CX Institutional | 0.04% | Reduce -0.7% | 10,296 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +12.6% | 10,282 | $1.3M |
| Gradient Investments LLC | 0.02% | Add +60.0% | 10,271 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +1.1% | 10,252 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +31.0% | 10,234 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +25.8% | 10,206 | $1.3M |
| New Hampshire Trust | 0.25% | Add +7.4% | 10,188 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.07% | No change | 10,113 | $1.3M |
| Savvy Advisors, Inc. | 0.06% | Add +7.9% | 10,067 | $1.3M |
| Ellevest, Inc. | 0.18% | Reduce -4.9% | 10,032 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +65.7% | 9,982 | $1.3M |
| Millennium Management | 0.00% | Reduce -98.8% | 9,972 | $1.3M |
| Smart Money Group LLC | 0.38% | Add +4.2% | 9,963 | $1.3M |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.0% | 9,956 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +7.4% | 9,949 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Add +3.6% | 9,878 | $1.3M |
| HighPoint Advisor Group LLC | 0.06% | Add +6.2% | 9,854 | $1.3M |
| Meriwether Wealth & Planning, LLC | 0.73% | Add +3.5% | 9,821 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +29.8% | 9,820 | $1.3M |
| Novem Group | 0.15% | Add +1.9% | 9,764 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | No change | 9,700 | $1.2M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -12.3% | 9,682 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -4.8% | 9,663 | $1.2M |
| Hutchinson Financial Advisors, INC | 1.22% | Add +2.5% | 9,656 | $1.2M |
| Douglass Winthrop Advisors, LLC | 0.02% | Add +42.1% | 9,638 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -8.3% | 9,618 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Reduce -6.3% | 9,599 | $1.2M |
| Mystic Asset Management, Inc. | 0.28% | Reduce -0.5% | 9,569 | $1.2M |
| Retirement Guys Formula LLC | 0.43% | Add +2.0% | 9,547 | $1.2M |
| Becker Capital Management Inc. | 0.04% | No change | 9,477 | $1.2M |
| Welch Group, LLC | 0.05% | No change | 9,466 | $1.2M |
| PDS Planning, Inc | 0.08% | Add +4.3% | 9,459 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | Add +68.1% | 9,451 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.19% | No change | 9,440 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -16.6% | 9,401 | $1.2M |
| WealthPlan Investment Management, LLC | 0.08% | Add +0.9% | 9,394 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -31.5% | 9,338 | $1.2M |
| Pitcairn Co. | 0.09% | Reduce -2.2% | 9,291 | $1.2M |
| Value Partners Investments Inc. | 0.10% | Add +10.3% | 9,259 | $1.2M |
| LCNB Corp. | 0.41% | Reduce -1.0% | 9,231 | $1.2M |
| Walleye Trading LLC | 0.02% | New | 9,181 | $1.2M |
| Court Place Advisors, LLC | 0.35% | No change | 9,120 | $1.2M |
| Old National Bancorp | 0.02% | Reduce -4.7% | 9,075 | $1.2M |
| 1620 Investment Advisors, Inc. | 0.79% | Add +1.2% | 9,064 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.3% | 9,052 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +23.9% | 9,030 | $1.2M |
| Cambridge Advisors Inc. | 0.22% | No change | 8,975 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +17.6% | 8,918 | $1.1M |
| Beaton Management Co. Inc. | 0.52% | No change | 8,873 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -67.9% | 8,841 | $1.1M |
| Kensington Investment Counsel, LLC | 0.46% | Reduce -3.9% | 8,747 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.0% | 8,725 | $1.1M |
| Simmons Bank | 0.07% | Reduce -0.2% | 8,713 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +5.2% | 8,710 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +2.9% | 8,688 | $1.1M |
| Clarius Group, LLC | 0.07% | Reduce -10.2% | 8,652 | $1.1M |
| Chilton Capital Management LLC | 0.04% | Reduce -12.3% | 8,620 | $1.1M |
| CHICAGO TRUST Co NA | 0.16% | Add +9.0% | 8,580 | $1.1M |
| Eastern Bank | 0.02% | Reduce -10.2% | 8,576 | $1.1M |
| TrueMark Investments, LLC | 0.19% | Add +14.8% | 8,525 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +20.0% | 8,521 | $1.1M |
| Fort Sheridan Advisors LLC | 0.14% | Add +5.2% | 8,446 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | No change | 8,421 | $1.1M |
| Sittner & Nelson, LLC | 0.39% | No change | 8,417 | $1.1M |
| YANKCOM Partnership | 0.49% | Reduce -6.6% | 8,409 | $1.1M |
| Northcape Wealth Management, LLC | 0.31% | No change | 8,370 | $1.1M |
| Minot DeBlois Advisors LLC | 0.97% | Reduce -6.1% | 8,363 | $1.1M |
| RD Lewis Holdings, Inc. | 0.99% | No change | 7,991 | $1.1M |
| Maverick Capital | 0.01% | New | 8,222 | $1.1M |
| Independence Bank of Kentucky | 0.13% | Reduce -11.4% | 8,157 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.19% | Reduce -4.9% | 8,141 | $1.0M |
| SevenBridge Financial Group, LLC | 0.17% | Reduce -14.9% | 7,879 | $1.0M |
| Keel Point, LLC | 0.06% | Add +4.3% | 8,079 | $1.0M |
| Harbour Trust & Investment Management Co | 0.11% | Reduce -1.2% | 8,063 | $1.0M |
| Keystone Financial Services | 0.32% | Add +6.4% | 8,051 | $1.0M |
| Guerra Advisors Inc | 0.38% | Add +39.9% | 8,033 | $1.0M |
| Sage Rhino Capital LLC | 0.20% | Reduce -1.2% | 8,019 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -13.5% | 7,972 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +60.9% | 7,931 | $1.0M |
| Arax Advisory Partners | 0.01% | Add +138.3% | 7,929 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +2.3% | 7,927 | $1.0M |
| Castlekeep Investment Advisors LLC | 0.48% | Reduce -28.7% | 7,923 | $1.0M |
| Five Oceans Advisors | 0.37% | No change | 7,908 | $1.0M |
| Jacobi Capital Management LLC | 0.06% | Add +5.2% | 7,883 | $1.0M |
| Valley National Advisers Inc. | 0.16% | Reduce -1.9% | 7,884 | $1.0M |
| Kennon-Green & Company, LLC | 0.78% | No change | 7,846 | $1.0M |
| Versant Capital Management, Inc | 0.13% | Reduce -0.3% | 7,686 | $986K |
| Montag A & Associates Inc. | 0.05% | Add +1.0% | 7,650 | $981K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.0% | 7,645 | $980K |
| Applied Finance Capital Management, LLC | 0.07% | Add +0.8% | 7,563 | $970K |
| Covenant Partners, LLC | 0.27% | No change | 7,542 | $967K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +6.8% | 7,533 | $966K |
| May Hill Capital, LLC | 0.28% | Add +19.6% | 7,505 | $962K |
| Sivia Capital Partners, LLC | 0.27% | Reduce -6.8% | 7,420 | $952K |
| Ruggaard & Associates LLC | 0.35% | No change | 7,399 | $949K |
| Associated Banc-Corp | 0.02% | Reduce -9.2% | 7,356 | $943K |
| Twin City Private Wealth, LLC | 0.73% | Reduce -0.6% | 7,336 | $941K |
| CENTRAL TRUST Co | 0.02% | Reduce -1.1% | 7,250 | $930K |
| SouthState Bank Corp | 0.04% | Reduce -12.7% | 7,241 | $929K |
| Centaurus Financial, Inc. | 0.04% | Add +20.7% | 7,222 | $926K |
| 1832 Asset Management L.P. | 0.00% | Add +10.7% | 7,200 | $923K |
| Osprey Private Wealth LLC | 0.33% | Add +7.1% | 7,150 | $917K |
| St. Clair Advisors, LLC | 0.24% | No change | 7,092 | $909K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.1% | 7,080 | $908K |
| Summit Trail Advisors, LLC | 0.01% | Add +7.6% | 7,057 | $905K |
| Romano Brothers and Company | 0.10% | No change | 7,043 | $903K |
| Lee Danner & Bass Inc. | 0.06% | Reduce -5.0% | 6,959 | $892K |
| Financial & Tax Architects, LLC | 0.20% | Add +14.4% | 6,955 | $892K |
| Bangor Savings Bank | 0.07% | Reduce -8.9% | 6,901 | $885K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.1% | 6,894 | $882K |
| Cypress Asset Management Inc. | 0.20% | No change | 6,875 | $882K |
| Kimelman & Baird, LLC | 0.07% | No change | 6,850 | $878K |
| Liberty One Investment Management, LLC | 0.05% | Add +14.4% | 6,822 | $875K |
| Lantz Financial LLC | 0.19% | Add +2.0% | 6,761 | $867K |
| Gilliland Jeter Wealth Management LLC | 0.27% | Reduce -1.9% | 6,753 | $866K |
| Marotta Asset Management | 0.16% | Reduce -0.8% | 6,572 | $866K |
| Anchor Investment Management, LLC | 0.07% | Reduce -2.9% | 6,726 | $863K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,551 | $862K |
| Jackson Square Capital, LLC | 0.19% | Add +19.6% | 6,724 | $862K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 6,692 | $858K |
| Brighton Jones LLC | 0.02% | Add +11.3% | 6,679 | $857K |
| First Horizon Corp. | 0.04% | — | 6,664 | $855K |
| JNBA Financial Advisors | 0.08% | Reduce -5.9% | 6,657 | $854K |
| Goldstone Financial Group, LLC | 0.10% | Add +6.2% | 6,637 | $851K |
| Wedmont Private Capital | 0.03% | Reduce -1.0% | 6,467 | $851K |
| Net Worth Advisory Group | 0.25% | Reduce -5.8% | 6,609 | $848K |
| Texas Bank & Trust Co | 0.32% | Reduce -8.3% | 6,603 | $847K |
| Means Investment Co., Inc. | 0.07% | Reduce -7.4% | 6,587 | $845K |
| Harrell Investment Partners, LLC | 0.20% | Add +4.8% | 6,583 | $844K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.7% | 6,571 | $843K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +36.4% | 6,544 | $839K |
| Southeast Asset Advisors, LLC | 0.09% | Add +13.5% | 6,491 | $832K |
| Hutner Capital Management Inc. | 0.35% | Add +11.2% | 6,433 | $825K |
| Neville Rodie & Shaw Inc. | 0.06% | No change | 6,410 | $822K |
| Sykon Capital LLC | 0.27% | New | 6,403 | $821K |
| Motco | 0.07% | Add +2.2% | 6,388 | $819K |
| Gallacher Capital Management LLC | 0.32% | Add +18.7% | 6,377 | $818K |
| Susquehanna International Group, LLP | 0.00% | Add +25.4% | 6,364 | $816K |
| Avior Wealth Management, LLC | 0.03% | Add +1.8% | 6,362 | $816K |
| Calydon Capital | 0.13% | Reduce -48.3% | 6,320 | $810K |
| SBI Securities Co., Ltd. | 0.02% | Add +1060.5% | 6,313 | $810K |
| Mraz, Amerine & Associates, Inc. | 0.13% | No change | 6,298 | $808K |
| Peoples Bank | 0.80% | Reduce -6.4% | 6,260 | $803K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.6% | 6,240 | $802K |
| Fortis Capital Advisors, LLC | 0.13% | New | 6,238 | $800K |
| Belpointe Asset Management LLC | 0.03% | New | 6,238 | $800K |
| XML Financial, LLC | 0.06% | Reduce -35.5% | 6,211 | $797K |
| St Germain D J Co. Inc. | 0.03% | Add +0.3% | 6,192 | $794K |
| University of Texas/Texas Am Investment Management Co. | 0.11% | New | 6,166 | $791K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -6.4% | 6,158 | $790K |
| Portside Wealth Group, LLC | 0.11% | Add +18.2% | 6,130 | $786K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.1% | 6,104 | $783K |
| Private Trust Co. NA | 0.07% | Add +3.2% | 6,080 | $780K |
| Stephens Inc. | 0.01% | Reduce -4.1% | 6,057 | $777K |
| Schulhoff & Co. Inc. | 0.33% | Reduce -0.0% | 6,057 | $777K |
| North Star Asset Management Inc. | 0.03% | No change | 6,052 | $776K |
| Heritage Wealth Management, Inc. | 0.23% | Reduce -1.6% | 6,045 | $775K |
| Jeppson Wealth Management, LLC | 0.25% | Reduce -0.2% | 6,038 | $774K |
| Mezzasalma Advisors, LLC | 0.20% | Add +0.7% | 6,036 | $774K |
| Kennedy Investment Group, Inc. | 0.30% | Reduce -12.1% | 5,978 | $767K |
| Arvest Bank Trust Division | 0.04% | Reduce -4.2% | 5,957 | $764K |
| StrongBox Wealth, LLC | 0.26% | Add +3.5% | 5,939 | $762K |
| Harbour Investments, Inc. | 0.02% | Add +0.6% | 5,916 | $759K |
| 1900 Wealth Management LLC | 0.05% | Add +0.3% | 5,893 | $756K |
| Ariadne Wealth Management, LP | 0.34% | Add +5.2% | 5,690 | $751K |
| Bradyco, Inc. | 0.85% | Reduce -12.7% | 5,841 | $749K |
| Investment Research Partners LLC | 0.34% | — | 6,119 | $745K |
| NTV Asset Management LLC | 0.08% | Reduce -4.7% | 5,784 | $742K |
| Heritage Family Offices, LLP | 0.34% | Reduce -1.7% | 5,769 | $740K |
| Gateway Investment Advisers LLC | 0.01% | Add +105.9% | 5,768 | $740K |
| Ignite Planners, LLC | 0.12% | Reduce -3.5% | 5,762 | $739K |
| Cypress Capital Group | 0.09% | Reduce -0.3% | 5,756 | $738K |
| Steadtrust LLC | 0.50% | Add +2.3% | 5,742 | $736K |
| Radnor Capital Management, LLC | 0.11% | No change | 5,725 | $734K |
| Mondrian Investment Partners LTD | 0.01% | — | 5,724 | $734K |
| Banco de Sabadell, S.A | 0.48% | Reduce -17.5% | 5,720 | $732K |
| CFO4Life Group, LLC | 0.11% | Add +2.6% | 5,697 | $731K |
| Diversified Trust Co. | 0.01% | Add +9.0% | 5,683 | $729K |
| UMB Bank, n.a. | 0.01% | Reduce -4.3% | 5,665 | $726K |
| DF Dent & Co. Inc. | 0.01% | Add +61.8% | 5,665 | $726K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 5,657 | $725K |
| XTX Topco Ltd | 0.04% | Reduce -38.9% | 5,627 | $722K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.7% | 5,617 | $720K |
| Penbrook Management LLC | 0.50% | No change | 5,610 | $719K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | Reduce -3.7% | 5,794 | $715K |
| Seeds Investor LLC | 0.15% | Add +2.2% | 5,547 | $711K |
| CVA Family Office, LLC | 0.09% | No change | 5,542 | $711K |
| ExodusPoint Capital Management, LP | 0.01% | New | 5,501 | $705K |
| Trust Point Inc. | 0.06% | No change | 5,496 | $705K |
| Cordatus Wealth Management LLC | 0.17% | Add +0.3% | 5,490 | $704K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -29.8% | 5,434 | $697K |
| Circle Wealth Management, LLC | 0.01% | Add +11.4% | 5,420 | $695K |
| Mb, Levis & Associates, LLC | 0.30% | No change | 5,410 | $694K |
| Fulton Bank, N.A. | 0.02% | Add +20.0% | 5,386 | $691K |
| Independent Advisor Alliance | 0.02% | Add +10.3% | 5,383 | $690K |
| E&G Advisors, LLC | 0.16% | Add +0.1% | 5,381 | $690K |
| Forza Wealth Management, LLC | 0.26% | No change | 5,349 | $686K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -0.5% | 5,337 | $684K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 5,257 | $674K |
| Alhambra Investment Management LLC | 0.32% | Add +2.1% | 5,252 | $674K |
| Burns J W & Co. Inc. | 0.08% | Reduce -4.8% | 5,218 | $669K |
| BXM Wealth LLC | 0.63% | Add +5.1% | 5,178 | $664K |
| Moloney Securities Asset Management, LLC | 0.08% | No change | 5,153 | $661K |
| Chilton Investment Co. Inc. | 0.01% | Add +128.8% | 5,147 | $660K |
| Cadence Bank | 0.04% | No change | 5,111 | $655K |
| Kennebec Savings Bank | 0.60% | Reduce -6.4% | 5,098 | $654K |
| O'Brien Greene & Co. Inc | 0.20% | Reduce -10.8% | 5,081 | $652K |
| Insigneo Advisory Services, LLC | 0.05% | Add +15.8% | 5,070 | $650K |
| Capital Analysts, LLC | 0.02% | No change | 5,063 | $650K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -0.6% | 5,035 | $646K |
| Altus Wealth Group LLC | 0.26% | Add +0.0% | 5,024 | $644K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -29.6% | 5,192 | $643K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -10.6% | 5,006 | $642K |
| Payne Capital LLC | 0.65% | — | 5,000 | $641K |
| Corient IA LP | 0.48% | No change | 5,000 | $641K |
| Rexford Capital Inc. | 0.50% | Add +1.4% | 4,994 | $640K |
| Simplicity Wealth,LLC | 0.04% | Reduce -41.9% | 4,992 | $640K |
| Aspen Wealth Management LLC | 0.14% | Add +17.8% | 4,975 | $638K |
| Nilsine Partners, LLC | 0.06% | Reduce -0.6% | 4,964 | $637K |
| Valley Brook Capital Group, Inc. | 0.43% | No change | 4,959 | $636K |
| GC Wealth Management RIA, LLC | 0.02% | New | 4,955 | $635K |
| Cascade Financial Partners, LLC | 0.07% | Reduce -5.2% | 4,933 | $633K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -2.6% | 4,922 | $631K |
| Mark Sheptoff Financial Planning, LLC | 0.30% | Reduce -1.1% | 4,916 | $630K |
| Abel Hall, LLC | 0.25% | Add +17.0% | 4,893 | $628K |
| One Wealth Advisors, LLC | 0.08% | Add +105.9% | 4,892 | $627K |
| Benjamin Edwards Inc. | 0.01% | Add +13.7% | 4,890 | $627K |
| Thornburg Investment Management Inc. | 0.01% | No change | 4,889 | $627K |
| Brucke Financial, Inc. | 0.37% | Reduce -16.5% | 5,052 | $625K |
| Wedbush Securities Inc. | 0.02% | Add +31.9% | 4,874 | $625K |
| First American Trust, FSB | 0.05% | Add +0.0% | 4,856 | $623K |
| Visionary Horizons, LLC | 0.35% | Reduce -5.7% | 4,830 | $619K |
| Principle Wealth Partners LLC | 0.04% | Reduce -0.5% | 4,822 | $618K |
| Aprio Wealth Management, LLC | 0.06% | Add +54.8% | 4,792 | $614K |
| Oarsman Capital, Inc. | 0.09% | Reduce -5.8% | 4,779 | $613K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.12% | Add +5.3% | 4,766 | $611K |
| Blue Trust, Inc. | 0.01% | Add +1.7% | 4,763 | $611K |
| Lazard Asset Management LLC | 0.00% | No change | 4,727 | $606K |
| Cullen Investment Group, LTD. | 0.08% | Reduce -7.6% | 4,559 | $604K |
| D. E. Shaw & Co. | 0.00% | Reduce -62.6% | 4,706 | $603K |
| Seven Mile Advisory | 0.10% | Add +7.9% | 4,703 | $603K |
| Cullinan Associates Inc. | 0.04% | No change | 4,700 | $603K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +5.6% | 4,695 | $602K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 4,630 | $594K |
| Rossmore Private Capital | 0.06% | No change | 4,627 | $593K |
| Calamos Wealth Management LLC | 0.02% | Add +80.0% | 4,622 | $593K |
| Essex Bank | 0.13% | No change | 4,611 | $591K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -0.8% | 4,587 | $588K |
| Resonant Capital Advisors, LLC | 0.03% | Add +17.3% | 4,586 | $588K |
| WASHINGTON TRUST Co | 0.02% | No change | 4,581 | $587K |
| Stablepoint Partners, LLC | 0.09% | Reduce -0.3% | 4,572 | $586K |
| Intellectus Partners, LLC | 0.11% | No change | 4,538 | $582K |
| Summit Financial, LLC | 0.01% | Reduce -0.6% | 4,534 | $581K |
| Hartford Funds Management Co LLC | 0.05% | Reduce -41.4% | 4,493 | $576K |
| IHT Wealth Management, LLC | 0.01% | Add +14.3% | 4,492 | $576K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -2.4% | 4,481 | $575K |
| Dakota Wealth Management | 0.01% | Reduce -26.0% | 4,476 | $574K |
| Beddow Capital Management Inc. | 0.22% | Reduce -0.3% | 4,450 | $571K |
| Icon Wealth Advisors, LLC | 0.04% | Add +28.3% | 4,446 | $570K |
| RNC Capital Management LLC | 0.03% | Add +7.5% | 4,436 | $569K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -6.5% | 4,428 | $568K |
| First City Capital Management, Inc. | 0.31% | Reduce -4.2% | 4,420 | $567K |
| Davidson Trust Co. | 0.23% | Reduce -2.7% | 4,410 | $566K |
| Marino, Stram & Associates LLC | 0.10% | Reduce -2.0% | 4,401 | $564K |
| Mill Capital Management, LLC | 0.04% | Reduce -1.1% | 4,388 | $563K |
| Regatta Capital Group, LLC | 0.09% | Reduce -2.7% | 4,385 | $562K |
| AlTi Global, Inc. | 0.01% | Reduce -0.9% | 4,379 | $562K |
| Sage Mountain Advisors LLC | 0.03% | Add +45.4% | 4,378 | $561K |
| Pinnacle West Asset Management, Inc. | 0.36% | Add +3.3% | 4,370 | $560K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -3.9% | 4,351 | $558K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +14.8% | 4,350 | $558K |
| Violich Capital Management, Inc. | 0.07% | Reduce -1.1% | 4,347 | $557K |
| Syon Capital LLC | 0.03% | Add +127.2% | 4,346 | $557K |
| Curbstone Financial Management Corp | 0.11% | Reduce -2.3% | 4,344 | $557K |
| Alliance Wealth Advisors, LLC | 0.13% | Add +23.4% | 4,331 | $555K |
| Tranquilli Financial Advisor LLC | 0.33% | Reduce -2.1% | 4,301 | $552K |
| Allianz Asset Management GmbH | 0.00% | Reduce -31.8% | 4,300 | $551K |
| Wolverine Trading, LLC | 0.01% | Reduce -53.4% | 4,415 | $548K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -11.2% | 4,259 | $546K |
| Allen Wealth Management, LLC | 0.36% | Reduce -8.3% | 4,170 | $535K |
| SteelPeak Wealth, LLC | 0.02% | New | 4,133 | $530K |
| Private Wealth Asset Management, LLC | 0.06% | Add +0.1% | 4,127 | $529K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -1.1% | 4,119 | $528K |
| Cromwell Holdings LLC | 0.28% | No change | 4,117 | $528K |
| Hemenway Trust Co LLC | 0.04% | Reduce -0.6% | 4,110 | $527K |
| Lanark Financial, Inc. | 0.04% | Reduce -65.2% | 4,107 | $527K |
| Rational Advisors, Inc. | 0.05% | New | 4,106 | $527K |
| Knightsbridge Asset Management, LLC | 0.09% | Reduce -3.4% | 4,105 | $526K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Add +3.2% | 4,095 | $525K |
| Mutual Advisors, LLC | 0.01% | Add +2.4% | 3,968 | $522K |
| Argyle Capital Partners, LLC | 0.37% | No change | 4,061 | $521K |
| Interchange Capital Partners, LLC | 0.10% | Add +15.1% | 4,054 | $520K |
| S.A. Mason LLC | 0.23% | No change | 4,040 | $518K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -7.0% | 4,021 | $515K |
| Natural Investments, LLC | 0.13% | Reduce -0.8% | 4,010 | $514K |
| Klingman & Associates, LLC | 0.03% | Add +21.5% | 3,990 | $512K |
| D'Orazio & Associates, Inc. | 0.07% | Add +1.5% | 3,978 | $510K |
| YHB Investment Advisors, Inc. | 0.04% | No change | 3,943 | $506K |
| Twin Lakes Capital Management, LLC | 0.23% | No change | 3,905 | $501K |
| Community Financial Services Group, LLC | 0.09% | No change | 3,896 | $500K |
| Fiduciary Financial Group, LLC | 0.08% | Add +5.7% | 3,849 | $494K |
| Optas, LLC | 0.08% | Add +13.7% | 3,842 | $493K |
| Equitable Holdings, Inc. | 0.00% | Add +5.9% | 3,829 | $491K |
| Aureus Asset Management, LLC | 0.03% | Add +5.2% | 3,813 | $489K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -1.3% | 3,812 | $489K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -4.3% | 3,798 | $487K |
| Hollow Brook Wealth Management LLC | 0.11% | No change | 3,788 | $486K |
| Monument Capital Management | 0.12% | New | 3,778 | $484K |
| Verity & Verity, LLC | 0.04% | No change | 3,778 | $484K |
| Aull & Monroe Investment Management Corp | 0.25% | Add +4.1% | 3,771 | $484K |
| Veracity Capital LLC | 0.16% | Add +1.6% | 3,766 | $483K |
| HUB Investment Partners, LLC | 0.02% | Add +9.0% | 3,766 | $483K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -1.6% | 3,758 | $482K |
| Arvest Investments, Inc. | 0.07% | Reduce -1.1% | 3,751 | $481K |
| Opal Wealth Advisors, LLC | 0.13% | Add +53.0% | 3,731 | $478K |
| Roxbury Financial LLC | 0.44% | Reduce -0.0% | 3,717 | $477K |
| Cohen Investment Advisors LLC | 0.23% | Add +3.0% | 3,712 | $476K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +5.8% | 3,705 | $475K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 3,698 | $474K |
| Acorn Creek Capital LLC | 0.18% | Add +1.3% | 3,682 | $472K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,654 | $469K |
| Wealth Alliance, LLC | 0.05% | Add +1.6% | 3,623 | $465K |
| Pointe Capital Management LLC | 0.23% | No change | 3,622 | $464K |
| Composition Wealth, LLC | 0.01% | Add +10.0% | 3,619 | $464K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.4% | 3,614 | $463K |
| Cannell & Spears LLC | 0.01% | Add +29.5% | 3,608 | $463K |
| Gitterman Wealth Management, LLC | 0.11% | Add +9.6% | 3,607 | $463K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.4% | 3,600 | $462K |
| Glenview Trust Co | 0.01% | Reduce -6.5% | 3,554 | $456K |
| Cetera Trust Company, N.A | 0.26% | Reduce -4.7% | 3,552 | $456K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.5% | 3,544 | $454K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -9.1% | 3,539 | $454K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -22.3% | 3,535 | $453K |
| Wesbanco Bank Inc. | 0.01% | Reduce -3.8% | 3,524 | $452K |
| Genus Capital Management Inc. | 0.05% | Add +14.0% | 3,522 | $452K |
| Texas Yale Capital Corp. | 0.01% | Reduce -11.1% | 3,512 | $450K |
| SVB Wealth LLC | 0.02% | Reduce -24.1% | 3,510 | $450K |
| Tred Avon Family Wealth, LLC | 0.15% | — | 3,508 | $450K |
| Cherokee Insurance Co | 0.19% | No change | 3,500 | $449K |
| Crew Capital Management, Ltd | 0.30% | No change | 3,499 | $449K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -5.4% | 3,499 | $449K |
| Latitude Advisors, LLC | 0.20% | No change | 3,498 | $449K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,492 | $448K |
| HBK Sorce Advisory LLC | 0.01% | Add +10.6% | 3,438 | $447K |
| Nwam LLC | 0.02% | Reduce -3.7% | 3,402 | $445K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.8% | 3,471 | $445K |
| CoreFirst Bank & Trust | 0.24% | Add +0.9% | 3,460 | $444K |
| Southland Equity Partners LLC | 0.09% | Add +1.1% | 3,416 | $438K |
| Heck Capital Advisors, LLC | 0.03% | Add +1.7% | 3,406 | $437K |
| Three Seasons Wealth, LLC | 0.04% | No change | 3,400 | $436K |
| Haven Private, LLC | 0.19% | Reduce -39.0% | 3,399 | $436K |
| Round Hill Asset Management | 0.29% | No change | 3,392 | $435K |
| Smith Salley Wealth Management | 0.02% | No change | 3,392 | $435K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.9% | 3,380 | $433K |
| Michels Family Financial, LLC | 0.34% | Reduce -3.0% | 3,378 | $433K |
| Pinnacle Bancorp, Inc. | 0.13% | No change | 3,378 | $433K |
| Kanawha Capital Management LLC | 0.03% | Reduce -3.4% | 3,374 | $433K |
| Sachetta, LLC | 0.16% | Reduce -0.7% | 3,373 | $433K |
| Canopy Partners, LLC | 0.14% | Add +7.4% | 3,353 | $430K |
| Pursue Wealth Partners LLC | 0.24% | No change | 3,352 | $430K |
| Mitchell Sinkler & Starr | 0.19% | No change | 3,343 | $429K |
| Intergy Private Wealth, LLC | 0.13% | Add +5.3% | 3,341 | $428K |
| Elmwood Wealth Management, Inc. | 0.15% | Add +30.8% | 3,340 | $428K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -4.6% | 3,337 | $428K |
| Hendershot Investments Inc. | 0.05% | No change | 3,331 | $427K |
| Foster Group, Inc. | 0.01% | Add +8.3% | 3,315 | $425K |
| Sageworth Trust Co | 0.02% | New | 3,310 | $424K |
| Traveka Wealth, LLC | 0.19% | Add +1.1% | 3,290 | $422K |
| FLC Capital Advisors | 0.08% | No change | 3,286 | $421K |
| Sovran Advisors, LLC | 0.04% | Add +15.6% | 3,432 | $421K |
| Chapman Financial Group, LLC | 0.29% | No change | 3,272 | $420K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | New | 3,272 | $420K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -61.1% | 3,271 | $419K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -0.1% | 3,263 | $418K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.4% | 3,262 | $418K |
| King Wealth Management Group | 0.05% | No change | 3,258 | $418K |
| LCM Capital Management Inc | 0.20% | Reduce -2.2% | 3,227 | $414K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Add +1.2% | 3,121 | $411K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +6.0% | 3,201 | $410K |
| Ethos Financial Group, LLC | 0.03% | No change | 3,196 | $410K |
| Legacy Capital Group California, Inc. | 0.10% | Add +7.8% | 3,189 | $409K |
| Gibbs Wealth Management | 0.09% | Reduce -18.3% | 3,181 | $408K |
| Xponance LLC | 0.00% | Add +14.7% | 3,179 | $408K |
| McDaniel Terry & Co. | 0.03% | Reduce -9.2% | 3,177 | $407K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.2% | 3,176 | $407K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -11.8% | 3,175 | $407K |
| Garland Capital Management Inc. | 5.59% | Reduce -72.4% | 3,170 | $407K |
| Riversedge Advisors, LLC | 0.07% | Add +14.3% | 3,170 | $407K |
| Independent Financial Group, LLC | 0.01% | Add +2.5% | 3,155 | $405K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.3% | 3,138 | $402K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -12.2% | 3,124 | $401K |
| Range Financial Group LLC | 0.14% | Add +0.8% | 3,122 | $400K |
| Broderick Brian C | 0.08% | Reduce -25.7% | 3,121 | $400K |
| Millstone Evans Group, LLC | 0.25% | No change | 3,102 | $398K |
| Lantern Wealth Advisors, LLC | 0.21% | Add +6.9% | 3,100 | $398K |
| Certior Financial Group, LLC | 0.27% | Reduce -6.1% | 3,089 | $396K |
| Paces Ferry Wealth Advisors, LLC | 0.16% | No change | 3,084 | $395K |
| Woodstock Corp. | 0.03% | No change | 3,077 | $395K |
| CNB Bank | 0.16% | Reduce -7.8% | 3,074 | $394K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 3,068 | $393K |
| Bar Harbor Wealth Management | 0.02% | No change | 3,063 | $393K |
| Argent Advisors, Inc. | 0.12% | Add +14.5% | 3,058 | $392K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -0.5% | 3,052 | $391K |
| TigerOak Management, L.L.C. | 0.12% | Reduce -0.5% | 3,050 | $391K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -53.5% | 3,047 | $391K |
| Addison Advisors LLC | 0.09% | Add +1.9% | 3,028 | $388K |
| SCS Capital Management LLC | 0.00% | Reduce -36.3% | 3,026 | $388K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +6.0% | 3,019 | $387K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.38% | No change | 3,011 | $386K |
| J Hagan Capital, Inc. | 0.23% | No change | 3,010 | $386K |
| Sentry LLC | 0.10% | No change | 3,010 | $386K |
| BSW Wealth Partners | 0.05% | Reduce -13.7% | 3,008 | $386K |
| Invested Advisors | 0.56% | — | 3,846 | $385K |
| Abner Herrman & Brock LLC | 0.04% | New | 3,000 | $385K |
| Beacon Investment Advisors LLC | 0.16% | No change | 3,000 | $385K |
| John G Ullman & Associates Inc. | 0.05% | Reduce -97.8% | 2,980 | $382K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -19.7% | 2,952 | $379K |
| Crestwood Advisors Group, LLC | 0.01% | Add +6.9% | 2,939 | $377K |
| Vicus Capital | 0.03% | No change | 2,936 | $376K |
| Caldwell Trust Co | 0.04% | Reduce -6.4% | 2,928 | $375K |
| Wulff, Hansen & Co. | 0.32% | No change | 2,925 | $375K |
| Carr Financial Group Corp | 0.10% | No change | 2,923 | $375K |
| Canal Capital Management, LLC | 0.06% | Reduce -15.7% | 2,906 | $373K |
| LRI Investments, LLC | 0.03% | Add +4.2% | 2,894 | $371K |
| Platform Technology Partners | 0.09% | Reduce -14.6% | 2,873 | $368K |
| Community Bank & Trust, Waco, Texas | 0.08% | Add +5.3% | 2,851 | $366K |
| one8zero8, LLC | 0.08% | Add +26.0% | 2,852 | $366K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.0% | 2,849 | $365K |
| SYM FINANCIAL Corp | 0.04% | Reduce -16.4% | 2,841 | $364K |
| Convergence Financial, LLC | 0.05% | Reduce -6.5% | 2,818 | $361K |
| Magnus Financial Group LLC | 0.03% | Add +1.0% | 2,817 | $361K |
| Thomasville National Bank | 0.02% | No change | 2,814 | $361K |
| Quad-Cities Investment Group, LLC | 0.15% | No change | 2,809 | $360K |
| RiverGlades Family Offices LLC | 0.22% | No change | 2,800 | $359K |
| Flywheel Private Wealth LLC | 0.28% | No change | 2,797 | $359K |
| Rossby Financial, LCC | 0.12% | Add +2.2% | 2,723 | $359K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 2,781 | $357K |
| Evoke Wealth, LLC | 0.01% | Add +4.1% | 2,783 | $357K |
| Busey Bank | 0.01% | Reduce -3.8% | 2,780 | $357K |
| High Net Worth Advisory Group LLC | 0.09% | Reduce -3.2% | 2,779 | $356K |
| Essex Investment Management Co. LLC | 0.05% | No change | 2,775 | $356K |
| Occidental Asset Management, LLC | 0.04% | Add +1.1% | 2,763 | $354K |
| Roehl & Yi Investment Advisors, LLC | 0.15% | Reduce -5.3% | 2,740 | $351K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 2,733 | $350K |
| Severin Investments, LLC | 0.31% | Reduce -10.9% | 2,729 | $350K |
| Northstar Group, Inc. | 0.05% | No change | 2,729 | $350K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,039 | $350K |
| Compass Ion Advisors, LLC | 0.03% | Add +5.8% | 2,724 | $349K |
| R Squared Ltd | 0.15% | Reduce -12.9% | 2,714 | $348K |
| Stiles Financial Services Inc | 0.11% | Reduce -16.4% | 2,713 | $348K |
| Philadelphia Trust Co. | 0.02% | No change | 2,700 | $346K |
| Viawealth, LLC | 0.19% | Reduce -9.0% | 2,696 | $346K |
| Kapstone Financial Advisors LLC | 0.16% | No change | 2,695 | $346K |
| Weatherly Asset Management L. P. | 0.03% | Reduce -5.8% | 2,693 | $345K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -0.4% | 2,692 | $345K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.4% | 2,675 | $343K |
| Beacon Bank & Trust | 0.07% | Reduce -14.1% | 2,674 | $343K |
| Integrated Advisors Network LLC | 0.01% | Add +60.7% | 2,672 | $343K |
| Watershed Private Wealth LLC | 0.11% | No change | 2,665 | $342K |
| Key Financial Inc | 0.06% | No change | 2,592 | $341K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -1.1% | 2,655 | $340K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -58.9% | 2,652 | $340K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -24.7% | 2,645 | $339K |
| Roundview Capital LLC | 0.02% | No change | 2,645 | $339K |
| Apexium Financial, LP | 0.02% | Add +0.8% | 2,634 | $338K |
| Peddock Capital Advisors, LLC | 0.07% | No change | 2,632 | $338K |
| Great Diamond Partners, LLC | 0.07% | Add +0.5% | 2,632 | $338K |
| Consolidated Portfolio Review Corp | 0.04% | No change | 2,629 | $337K |
| Founders Financial Securities LLC | 0.02% | Reduce -7.2% | 2,628 | $337K |
| Formidable Asset Management, LLC | 0.05% | Reduce -21.8% | 2,775 | $336K |
| a16z Perennial Management, L.P. | 0.03% | New | 2,618 | $336K |
| Moneco Advisors, LLC | 0.03% | Reduce -0.8% | 2,614 | $335K |
| Maia Wealth LLC | 0.06% | Add +1.8% | 2,633 | $335K |
| Eagle Strategies LLC | 0.04% | No change | 2,603 | $334K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 2,601 | $334K |
| Jacobs & Co. | 0.03% | No change | 2,600 | $333K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +1.8% | 2,595 | $333K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,590 | $332K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 2,573 | $330K |
| Elyxium Wealth, LLC | 0.11% | New | 2,562 | $329K |
| Clear Creek Financial Management, LLC | 0.03% | New | 2,561 | $328K |
| Personal Cfo Solutions, LLC | 0.06% | Add +20.8% | 2,560 | $328K |
| Ewa, LLC | 0.09% | Add +7.7% | 2,554 | $328K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.6% | 2,654 | $328K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.6% | 2,545 | $326K |
| GF Fund Management Co. LTD. | 0.01% | No change | 2,542 | $326K |
| Kintra Wealth, LLC | 0.18% | New | 2,528 | $324K |
| Wimmer Associates 1, LLC | 0.16% | No change | 2,524 | $324K |
| Verity Asset Management, Inc. | 0.11% | Reduce -41.1% | 2,521 | $323K |
| Norris Perne & French LLP | 0.02% | Reduce -0.4% | 2,521 | $323K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -17.4% | 2,455 | $320K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +19.9% | 2,490 | $319K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,488 | $319K |
| Founders Financial Alliance, LLC | 0.06% | Add +42.1% | 2,489 | $319K |
| Bruce G. Allen Investments, LLC | 0.23% | Add +0.9% | 2,469 | $317K |
| Laraway Financial Advisors Inc | 0.22% | No change | 2,467 | $316K |
| Intrua Financial, LLC | 0.04% | New | 2,461 | $316K |
| Essex LLC | 0.06% | No change | 2,450 | $314K |
| Sheets Smith Wealth Management | 0.04% | No change | 2,450 | $314K |
| Hopwood Financial Services, Inc. | 0.21% | No change | 2,425 | $311K |
| Lawson Kroeker Investment Management Inc. | 0.06% | No change | 2,402 | $308K |
| Wealthstream Advisors, Inc. | 0.05% | Add +21.6% | 2,402 | $308K |
| Revisor Wealth Management LLC | 0.11% | Add +1.5% | 2,339 | $307K |
| Argyle Capital Management, LLC | 0.11% | No change | 2,375 | $305K |
| Van Strum & Towne Inc. | 0.09% | No change | 2,372 | $304K |
| IFP Advisors, Inc | 0.01% | Add +21.5% | 2,371 | $304K |
| Enterprise Financial Services Corp | 0.16% | Reduce -2.5% | 2,367 | $304K |
| Summit Securities Group LLC | 0.10% | Add +344.6% | 2,365 | $303K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,354 | $302K |
| National Philanthropic Trust | 0.00% | New | 2,349 | $301K |
| Cardinal Point Capital Management ULC | 0.02% | New | 2,345 | $301K |
| BBR Partners, LLC | 0.02% | Reduce -8.7% | 2,343 | $300K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Reduce -13.3% | 2,340 | $300K |
| New Republic Capital, LLC | 0.09% | Add +15.8% | 2,340 | $300K |
| Apella Capital, LLC | 0.01% | Add +13.4% | 2,290 | $299K |
| Shoker Investment Counsel, Inc. | 0.09% | No change | 2,335 | $299K |
| Key Client Fiduciary Advisors, LLC | 0.10% | No change | 2,329 | $299K |
| Armor Investment Advisors, LLC | 0.09% | No change | 2,319 | $297K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 2,300 | $295K |
| Kendall Capital Management | 0.07% | Reduce -2.1% | 2,295 | $294K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,290 | $294K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,282 | $293K |
| Blue Barn Wealth, LLC | 0.13% | Add +4.2% | 2,277 | $292K |
| Paradigm Capital Management, LLC | 0.29% | Reduce -18.0% | 2,275 | $292K |
| Inscription Capital, LLC | 0.03% | Add +16.6% | 2,272 | $291K |
| Financial Security Advisor, Inc. | 0.06% | No change | 2,259 | $290K |
| Tyche Wealth Partners LLC | 0.05% | No change | 2,250 | $289K |
| 180 Wealth Advisors, LLC | 0.04% | Add +21.6% | 2,242 | $288K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 2,240 | $287K |
| Outlook Wealth Advisors, LLC | 0.07% | New | 2,236 | $287K |
| StoneX Group Inc. | 0.01% | Add +0.3% | 2,231 | $286K |
| Paradigm Asset Management Co. LLC | 0.07% | No change | 2,228 | $286K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -37.2% | 2,227 | $286K |
| Oakworth Capital, Inc. | 0.02% | Reduce -4.0% | 2,227 | $286K |
| Dillon & Associates Inc. | 0.04% | Reduce -2.2% | 2,227 | $285K |
| BIP Wealth, LLC | 0.01% | New | 2,214 | $284K |
| Mattern Capital Management, LLC | 0.03% | Reduce -0.2% | 2,211 | $284K |
| IFG Advisory, LLC | 0.01% | Reduce -4.0% | 2,209 | $283K |
| Gimbal Financial | 0.17% | No change | 2,205 | $283K |
| Merrion Investment Management Co, LLC | 0.16% | Reduce -7.2% | 2,200 | $282K |
| Guardian Partners Inc. | 0.02% | No change | 2,140 | $282K |
| Cozad Asset Management Inc. | 0.02% | Add +1.9% | 2,198 | $282K |
| Narus Financial Partners, LLC | 0.08% | Add +21.1% | 2,189 | $281K |
| Cannon Advisors, Inc. | 0.19% | New | 2,130 | $280K |
| Eagle Harbor Asset Management Inc. | 0.24% | Add +10.2% | 2,157 | $277K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 2,155 | $276K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +7.5% | 2,150 | $276K |
| Vanguard Capital Wealth Advisors | 0.22% | Reduce -0.3% | 2,150 | $276K |
| RVW Wealth, LLC | 0.02% | No change | 2,148 | $275K |
| Farmers National Bank | 0.07% | No change | 2,145 | $275K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Add +2.3% | 2,140 | $274K |
| Boston Trust Walden Corp | 0.00% | No change | 2,140 | $274K |
| Claro Advisors Inc. | 0.04% | Reduce -3.4% | 2,136 | $274K |
| Prospect Financial Group LLC | 0.27% | No change | 2,134 | $274K |
| Braun-Bostich & Associates Inc. | 0.17% | Reduce -6.9% | 2,127 | $273K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.2% | 2,126 | $273K |
| Cambiar Investors LLC | 0.01% | Reduce -8.2% | 2,114 | $271K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -20.1% | 2,101 | $269K |
| Clearbridge Investments, LLC | 0.00% | Reduce -10.6% | 2,101 | $269K |
| Dakota Community Bank & Trust NA | 1.05% | Reduce -7.8% | 2,080 | $267K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.3% | 2,070 | $265K |
| Berkeley Capital Partners, LLC | 0.06% | Add +7.3% | 2,067 | $265K |
| Elk River Wealth Management LLC | 0.04% | No change | 2,060 | $264K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 2,062 | $264K |
| Causeway Capital Management LLC | 0.00% | Reduce -1.4% | 2,054 | $263K |
| F/m Investments LLC | 0.01% | No change | 2,050 | $263K |
| Hudson Capital Management LLC | 0.07% | No change | 2,048 | $263K |
| Norden Group LLC | 0.03% | New | 2,045 | $262K |
| PEAK6 LLC | 0.01% | Reduce -86.8% | 2,042 | $262K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,040 | $262K |
| Pacifica Partners Inc. | 0.09% | No change | 1,984 | $261K |
| Capital Advisors Inc. | 0.00% | Add +4.3% | 2,027 | $260K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.6% | 2,025 | $260K |
| Western Wealth Management, LLC | 0.01% | Add +2.6% | 2,017 | $259K |
| Greykasell Wealth Strategies, Inc. | 0.11% | No change | 2,013 | $258K |
| Group One Trading LLC | 0.01% | New | 2,006 | $257K |
| Peak Asset Management, LLC | 0.04% | No change | 2,000 | $256K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 2,000 | $256K |
| Sanders Morris Harris LLC | 0.03% | New | 2,000 | $256K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 2,000 | $256K |
| Courier Capital LLC | 0.01% | No change | 1,998 | $256K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,991 | $255K |
| Equitable Trust Co. | 0.01% | No change | 1,991 | $255K |
| Smith, Moore & Co. | 0.02% | Add +1.7% | 1,989 | $255K |
| Cura Wealth Advisors, LLC | 0.10% | Add +4.3% | 1,988 | $255K |
| M. Kulyk & Associates, LLC | 0.05% | Reduce -16.5% | 1,980 | $254K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -10.1% | 1,970 | $253K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -4.8% | 1,967 | $252K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Reduce -33.9% | 1,963 | $252K |
| Hall Capital Management Co. Inc. | 0.10% | Reduce -16.8% | 1,960 | $251K |
| Spinnaker Trust | 0.01% | No change | 1,959 | $251K |
| Ancora Advisors LLC | 0.01% | Reduce -26.3% | 1,956 | $251K |
| Gotham Asset Management | 0.00% | Add +10.8% | 1,956 | $251K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -11.4% | 1,946 | $250K |
| Barry Investment Advisors, LLC | 0.06% | Reduce -8.1% | 1,940 | $249K |
| Binnacle Investments Inc | 0.15% | Add +9.2% | 1,931 | $248K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 1,931 | $248K |
| Allred Capital Management, LLC | 0.09% | New | 1,929 | $247K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +34.1% | 1,926 | $247K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 1,924 | $247K |
| Redwood Wealth Management Group, LLC | 0.10% | Reduce -7.3% | 1,913 | $245K |
| NorthRock Partners, LLC | 0.00% | New | 1,913 | $245K |
| Centiva Capital, LP | 0.02% | New | 1,910 | $245K |
| Community Bank, N.A. | 0.03% | Add +17.1% | 1,906 | $244K |
| Aspiriant, LLC | 0.01% | Reduce -6.8% | 1,903 | $244K |
| South Street Advisors LLC | 0.03% | New | 1,900 | $244K |
| Townsquare Capital LLC | 0.04% | Reduce -67.7% | 1,894 | $243K |
| First Nebraska Trust Co | 0.02% | No change | 1,887 | $242K |
| Empower Advisory Group, LLC | 0.00% | New | 1,880 | $241K |
| Liberty Wealth Management LLC | 0.03% | Add +1.5% | 1,877 | $241K |
| Colonial Trust Advisors | 0.02% | Add +87.1% | 1,873 | $240K |
| Tower Wealth Partners, Inc. | 0.13% | New | 1,872 | $240K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 1,851 | $237K |
| JGP Wealth Management, LLC | 0.03% | New | 1,812 | $237K |
| Rockland Trust Co. | 0.01% | No change | 1,850 | $237K |
| Excalibur Management Corp. | 0.09% | No change | 1,828 | $234K |
| Trace Wealth Advisors, LLC | 0.17% | No change | 1,825 | $234K |
| Traynor Capital Management, Inc. | 0.01% | New | 1,817 | $233K |
| Wayfinding Financial, LLC | 0.10% | Add +0.9% | 1,822 | $233K |
| Ascentis Wealth Management, LLC | 0.06% | New | 1,816 | $233K |
| Private Wealth Partners, LLC | 0.02% | Reduce -21.6% | 1,812 | $232K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 1,747 | $231K |
| von Borstel & Associates, Inc. | 0.04% | New | 1,822 | $231K |
| First County Bank | 0.12% | Add +4.4% | 1,794 | $230K |
| Employees Retirement System of Texas | 0.00% | New | 1,794 | $230K |
| Lion Street Advisors, LLC | 0.08% | New | 2,772 | $229K |
| American National Bank & Trust | 0.02% | Reduce -55.4% | 1,786 | $229K |
| Pallas Capital Advisors LLC | 0.01% | No change | 1,783 | $229K |
| Financial Perspectives, Inc | 0.06% | No change | 1,774 | $227K |
| Oregon Pacific Wealth Management, LLC | 0.20% | Reduce -2.5% | 1,768 | $227K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Reduce -2.8% | 1,768 | $227K |
| Abacus Wealth Partners, LLC | 0.03% | Reduce -11.3% | 1,766 | $226K |
| Blue Fin Capital, Inc. | 0.04% | Reduce -14.5% | 1,763 | $226K |
| Capital Advantage, Inc. | 0.03% | No change | 1,757 | $225K |
| Peoples Financial Services Corp. | 0.10% | No change | 1,755 | $225K |
| Marietta Wealth Management, LLC | 0.03% | New | 1,753 | $225K |
| FSM Wealth Advisors, LLC | 0.03% | Add +6.0% | 1,751 | $225K |
| Goepper Burkhardt LLC | 0.08% | No change | 1,750 | $224K |
| Round Rock Advisors LLC | 0.04% | Reduce -66.7% | 1,750 | $224K |
| Fulcrum Equity Management | 0.23% | No change | 1,749 | $224K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -0.8% | 1,730 | $223K |
| Summitry LLC | 0.01% | New | 1,730 | $222K |
| Bristlecone Advisors, LLC | 0.02% | No change | 1,726 | $221K |
| Anchor Capital Advisors LLC | 0.01% | No change | 1,718 | $220K |
| Ellsworth Advisors, LLC | 0.05% | No change | 1,695 | $220K |
| Mattern Wealth Management LLC | 0.04% | No change | 1,709 | $219K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 1,695 | $217K |
| Tritonpoint Wealth, LLC | 0.02% | Add +1.0% | 1,690 | $217K |
| PFG Advisors | 0.01% | New | 1,685 | $216K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,684 | $216K |
| Fairscale Capital, LLC | 0.15% | No change | 1,681 | $216K |
| Sapient Capital LLC | 0.00% | No change | 1,734 | $215K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 1,675 | $215K |
| Schnieders Capital Management, Llc. | 0.03% | — | 1,671 | $214K |
| GM Advisory Group, LLC | 0.01% | Reduce -33.1% | 1,668 | $214K |
| Post Resch Tallon Group Inc. | 0.19% | No change | 1,665 | $214K |
| Kovack Advisors, Inc. | 0.02% | Reduce -2.2% | 1,650 | $212K |
| Earned Wealth Advisors, LLC | 0.03% | New | 1,645 | $211K |
| Ledyard National Bank | 0.02% | Reduce -6.1% | 1,641 | $210K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -10.5% | 1,638 | $210K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | New | 1,637 | $210K |
| Marks Group Wealth Management, Inc | 0.02% | New | 1,636 | $210K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -3.4% | 1,635 | $210K |
| Old Mission Investment Co LLC | 0.05% | New | 1,631 | $209K |
| Westfuller Advisors, LLC | 0.09% | New | 1,628 | $209K |
| Soltis Investment Advisors LLC | 0.01% | New | 1,620 | $208K |
| Madison Asset Management, LLC | 0.00% | New | 1,619 | $208K |
| CRA Financial Services, LLC | 0.03% | Reduce -13.9% | 1,616 | $207K |
| Centurion Wealth Management LLC | 0.05% | New | 1,600 | $205K |
| Avalon Trust Co | 0.01% | Add +28.9% | 1,590 | $204K |
| Berman McAleer LLC | 0.03% | — | 1,581 | $203K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,578 | $202K |
| Heritage Wealth Advisors | 0.01% | No change | 1,556 | $200K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.1% | 1,542 | $198K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +0.2% | 1,537 | $197K |
| AllSquare Wealth Management LLC | 0.10% | No change | 1,479 | $190K |
| Spire Wealth Management | 0.01% | No change | 1,465 | $188K |
| Daiwa Securities Group Inc. | 0.00% | New | 1,454 | $186K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,450 | $186K |
| Piscataqua Savings Bank | 0.14% | Reduce -2.7% | 1,429 | $183K |
| Cascades Capital Asset Management, LLC | 0.08% | Reduce -4.5% | 1,425 | $183K |
| Larson Financial Group LLC | 0.01% | Add +34.3% | 1,420 | $182K |
| Hills Bank & Trust Co | 0.01% | No change | 1,412 | $181K |
| CoreCap Advisors, LLC | 0.01% | Reduce -23.1% | 1,404 | $180K |
| North Star Investment Management Corp. | 0.01% | Add +1.2% | 1,376 | $176K |
| Rosenberg Matthew Hamilton | 0.04% | Add +2.7% | 1,342 | $172K |
| United Community Bank | 0.05% | Reduce -3.7% | 1,296 | $166K |
| SJS Investment Consulting Inc. | 0.02% | New | 1,288 | $165K |
| Concord Wealth Partners | 0.02% | Reduce -19.4% | 1,287 | $165K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.4% | 1,285 | $165K |
| Monetary Management Group Inc. | 0.04% | No change | 1,259 | $161K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,249 | $160K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 1,212 | $155K |
| Tacita Capital Inc | 0.09% | No change | 1,200 | $154K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,164 | $149K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -18.0% | 1,155 | $148K |
| North Capital, Inc. | 0.11% | Add +0.1% | 1,106 | $142K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,094 | $140K |
| State of Wyoming | 0.02% | Reduce -4.5% | 1,052 | $135K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,009 | $129K |
| Dunhill Financial, LLC | 0.04% | Reduce -5.7% | 995 | $128K |
| Rakuten Securities, Inc. | 0.05% | Add +16400.0% | 990 | $127K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 982 | $126K |
| Pandora Wealth, Inc. | 0.08% | No change | 977 | $125K |
| High Note Wealth, LLC | 0.03% | Reduce -0.4% | 974 | $125K |
| Citizens National Bank Trust Department | 0.02% | No change | 925 | $119K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 900 | $115K |
| Root Financial Partners, LLC | 0.01% | New | 899 | $115K |
| CGC Financial Services, LLC | 0.03% | No change | 872 | $112K |
| City State Bank | 0.03% | No change | 855 | $110K |
| Crewe Advisors LLC | 0.01% | Add +6.1% | 822 | $105K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -8.9% | 821 | $105K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 800 | $103K |
| Crews Bank & Trust | 0.01% | Add +5.5% | 786 | $101K |
| Smithfield Trust Co | 0.00% | Reduce -24.4% | 774 | $99K |
| Grove Bank & Trust | 0.01% | Reduce -26.1% | 752 | $96K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -0.4% | 739 | $95K |
| Golden State Wealth Management, LLC | 0.01% | No change | 710 | $91K |
| 10Elms LLP | 0.09% | No change | 700 | $90K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 700 | $90K |
| Clearstead Trust, LLC | 0.02% | Reduce -15.1% | 696 | $89K |
| Bfsg, LLC | 0.01% | Add +1.3% | 695 | $89K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 700 | $88K |
| Hanson & Doremus Investment Management | 0.01% | Add +7.8% | 674 | $86K |
| WealthCollab, LLC | 0.04% | Add +4.7% | 667 | $86K |
| Costello Asset Management, INC | 0.03% | Add +3.0% | 660 | $85K |
| MTM Investment Management, LLC | 0.03% | No change | 657 | $84K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 650 | $83K |
| IMA Advisory Services, Inc. | 0.01% | No change | 640 | $82K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 612 | $78K |
| Tripletail Wealth Management, LLC | 0.09% | New | 590 | $78K |
| Richardson Financial Services Inc. | 0.05% | Add +35.8% | 607 | $78K |
| Pathway Financial Advisers, LLC | 0.02% | New | 603 | $77K |
| First Financial Corp. | 0.03% | No change | 599 | $77K |
| Kelleher Financial Advisors | 0.02% | New | 584 | $75K |
| Barclays PLC | 0.00% | Reduce -46.9% | 563 | $72K |
| Tompkins Financial Corp. | 0.01% | Reduce -69.1% | 560 | $72K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 552 | $71K |
| Accredited Wealth Management, LLC | 0.05% | Reduce -90.9% | 50 | $71K |
| First PREMIER Bank | 0.02% | Add +8.6% | 543 | $70K |
| Hilltop National Bank | 0.02% | No change | 538 | $69K |
| Financial Management Professionals, Inc. | 0.01% | Add +4.5% | 536 | $69K |
| Richardson Capital Management LLC | 0.03% | New | 535 | $69K |
| Orion Capital Management LLC | 0.02% | No change | 533 | $68K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -17.8% | 533 | $68K |
| Optimum Investment Advisors | 0.03% | No change | 530 | $68K |
| Parvin Asset Management, LLC | 0.06% | No change | 525 | $67K |
| Pflug Koory, LLC | 0.03% | No change | 525 | $67K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 505 | $65K |
| Centennial Bank | 0.03% | No change | 500 | $64K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 500 | $64K |
| True Wealth Design, LLC | 0.02% | Add +266.2% | 498 | $64K |
| Westside Investment Management, Inc. | 0.01% | Add +100.0% | 484 | $64K |
| LOM Asset Management Ltd | 0.02% | New | 475 | $61K |
| Salomon & Ludwin, LLC | 0.01% | Add +1804.2% | 457 | $61K |
| GW&K Investment Management, LLC | 0.00% | No change | 470 | $60K |
| Crowley Wealth Management, Inc. | 0.05% | No change | 464 | $60K |
| Pin Oak Investment Advisors Inc. | 0.04% | Add +25.2% | 462 | $59K |
| Missouri Trust & Investment Co | 0.02% | No change | 459 | $59K |
| United Financial Planning Group LLC | 0.04% | — | 450 | $58K |
| Creative Financial Designs Inc. | 0.00% | Reduce -7.8% | 449 | $58K |
| Manchester Capital Management LLC | 0.01% | Add +2.0% | 447 | $57K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 441 | $57K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 425 | $55K |
| Maseco LLP | 0.00% | Add +42.0% | 423 | $54K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 400 | $51K |
| Bogart Wealth, LLC | 0.00% | Reduce -34.5% | 392 | $50K |
| McIlrath & Eck, LLC | 0.01% | No change | 375 | $48K |
| Broadwater Capital Management LLC | 0.03% | Reduce -99.2% | 370 | $47K |
| Toronto Dominion Bank | 0.00% | Add +17.2% | 375 | $47K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 365 | $47K |
| Belvedere Trading LLC | 0.00% | Reduce -0.3% | 363 | $47K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -25.6% | 354 | $45K |
| Quaker Wealth Management, LLC | 0.01% | No change | 352 | $45K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 350 | $45K |
| Country Trust Bank | 0.00% | Add +47.4% | 342 | $44K |
| Zions Bancorporation, National Association | 0.00% | Reduce -22.0% | 337 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 334 | $43K |
| Asset Dedication, LLC | 0.00% | Add +1.6% | 328 | $42K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $42K |
| Solstein Capital, LLC | 0.02% | No change | 300 | $38K |
| Alpine Bank Wealth Management | 0.01% | No change | 300 | $38K |
| Trust Co | 0.00% | No change | 300 | $38K |
| Raffa Wealth Management, LLC | 0.01% | Add +8.8% | 296 | $38K |
| Legacy Bridge, LLC | 0.02% | No change | 292 | $37K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 292 | $37K |
| Albion Financial Group | 0.00% | Add +11.9% | 281 | $36K |
| Alerus Financial NA | 0.00% | No change | 281 | $36K |
| Retirement Wealth Solutions LLC | 0.02% | Add +17.9% | 277 | $36K |
| South Plains Financial, Inc. | 0.02% | Add +39.0% | 271 | $35K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 281 | $35K |
| New Millennium Group LLC | 0.02% | No change | 267 | $34K |
| MCF Advisors LLC | 0.00% | No change | 264 | $34K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 259 | $33K |
| Highline Wealth Partners LLC | 0.01% | Reduce -11.0% | 258 | $33K |
| Bank of New Hampshire | 0.01% | No change | 255 | $33K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 250 | $32K |
| Resources Management Corp. /CT/ | 0.00% | No change | 250 | $32K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 245 | $31K |
| Valley Wealth Managers, Inc. | 0.00% | New | 245 | $31K |
| Tsfg, LLC | 0.00% | No change | 233 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 232 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 228 | $29K |
| Webster Bank, N. A. | 0.00% | Reduce -40.0% | 225 | $29K |
| Nexus Investment Management ULC | 0.00% | No change | 220 | $28K |
| Adirondack Trust Co. | 0.01% | Reduce -3.5% | 220 | $28K |
| WPG Advisers, LLC | 0.02% | No change | 215 | $28K |
| Center for Financial Planning, Inc. | 0.00% | No change | 210 | $27K |
| ORG Partners LLC | 0.01% | No change | 210 | $27K |
| WFA Asset Management Corp | 0.01% | No change | 233 | $27K |
| Red Tortoise LLC | 0.01% | No change | 207 | $27K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 207 | $27K |
| TrinityBridge Ltd | 0.00% | No change | 200 | $26K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 200 | $26K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $26K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -18.6% | 193 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -46.2% | 186 | $24K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 181 | $23K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 180 | $23K |
| Seneschal Advisors, LLC | 0.02% | New | 178 | $23K |
| First United Bank & Trust | 0.01% | Reduce -12.5% | 175 | $22K |
| Park Square Financial Group, LLC | 0.10% | Reduce -53.6% | 173 | $22K |
| Archer Investment Corp | 0.01% | No change | 173 | $22K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 165 | $21K |
| Innovative Advisory Group, LLC | 0.01% | No change | 165 | $21K |
| Essential Partners LLC | 0.01% | New | 165 | $21K |
| Coston, McIsaac & Partners | 0.01% | No change | 170 | $21K |
| TFC Financial Management, Inc. | 0.00% | No change | 162 | $21K |
| Proathlete Wealth Management LLC | 0.01% | Reduce -7.4% | 162 | $21K |
| Copia Wealth Management | 0.02% | No change | 160 | $21K |
| Canton Hathaway, LLC | 0.00% | New | 159 | $20K |
| Park Place Capital Corp | 0.00% | No change | 152 | $19K |
| City Holding Co. | 0.00% | Add +12.6% | 152 | $19K |
| Imprint Wealth LLC | 0.06% | — | 150 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $19K |
| Sound Income Strategies, LLC | 0.00% | Reduce -18.4% | 146 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 142 | $18K |
| Wealth Watch Advisors, INC | 0.01% | New | 133 | $17K |
| Strengthening Families & Communities, LLC | 0.00% | New | 148 | $17K |
| Bare Financial Services, Inc | 0.00% | Add +20.4% | 124 | $16K |
| Financial Consulate, Inc. | 0.00% | New | 124 | $16K |
| Pacific Center for Financial Services | 0.00% | No change | 123 | $16K |
| Princeton Global Asset Management LLC | 0.00% | No change | 123 | $16K |
| Lavaca Capital LLC | 0.00% | No change | 119 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +16.0% | 116 | $15K |
| Darwin Wealth Management, LLC | 0.00% | No change | 112 | $14K |
| Principia Wealth Advisory, LLC | 0.01% | Add +200.0% | 108 | $14K |
| Asset Planning,Inc | 0.01% | No change | 107 | $14K |
| Horrell Capital Management, Inc. | 0.01% | No change | 100 | $13K |
| Westend Capital Management, LLC | 0.00% | No change | 100 | $13K |
| West Branch Capital LLC | 0.00% | No change | 100 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -47.1% | 100 | $13K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $13K |
| First Community Trust NA | 0.01% | No change | 98 | $13K |
| Ameriflex Group, Inc. | 0.00% | New | 96 | $12K |
| Access Investment Management LLC | 0.00% | No change | 93 | $12K |
| JPL Wealth Management, LLC | 0.00% | New | 91 | $12K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 91 | $12K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 90 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 90 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +52.6% | 87 | $11K |
| Hager Investment Management Services, LLC | 0.01% | Reduce -25.2% | 86 | $11K |
| Old Second National Bank of Aurora | 0.00% | New | 84 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 83 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 80 | $10K |
| Hemington Wealth Management | 0.00% | No change | 79 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +18.2% | 78 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 68 | $9K |
| NFSG Corp | 0.00% | No change | 68 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 67 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 66 | $8K |
| Boreal Capital Management LLC | 0.01% | New | 65 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 84 | $8K |
| Caitlin John, LLC | 0.01% | New | 62 | $8K |
| HighMark Wealth Management LLC | 0.00% | New | 60 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 59 | $8K |
| Creative Capital Management Investments LLC | 0.00% | No change | 59 | $8K |
| Team Financial Group, LLC | 0.00% | No change | 58 | $7K |
| Clean Yield Group | 0.00% | Reduce -52.5% | 57 | $7K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 56 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 53 | $7K |
| Friedenthal Financial | 0.00% | No change | 52 | $7K |
| Ninety One UK Ltd | 0.00% | No change | 52 | $7K |
| Cedar Wealth Management, LLC | 0.00% | Reduce -77.0% | 50 | $6K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -32.9% | 49 | $6K |
| Morse Asset Management, Inc | 0.00% | No change | 49 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 48 | $6K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | New | 45 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 45 | $6K |
| 2UniFi Bank | 0.00% | No change | 44 | $6K |
| Accent Capital Management, LLC | 0.00% | No change | 40 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 39 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -17.0% | 39 | $5K |
| Hughes Financial Services, LLC | 0.00% | No change | 39 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 38 | $5K |
| Main Street Group, LTD | 0.00% | No change | 36 | $5K |
| Quent Capital, LLC | 0.00% | New | 36 | $5K |
| Horizon Investments, LLC | 0.00% | New | 34 | $4K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 26 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 25 | $3K |
| Stone House Investment Management, LLC | 0.00% | Add +19.1% | 25 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 24 | $3K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 22 | $3K |
| Kozak & Associates, Inc. | 0.00% | Reduce -97.9% | 21 | $3K |
| TD Capital Management LLC | 0.00% | No change | 21 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 20 | $3K |
| Nvwm, LLC | 0.00% | No change | 20 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 19 | $2K |
| Kilter Group LLC | 0.00% | No change | 17 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 17 | $2K |
| Perritt Capital Management Inc | 0.00% | No change | 17 | $2K |
| Corsicana & Co. | 0.00% | — | 16 | $2K |
| Navigoe, LLC | 0.00% | New | 23 | $2K |
| Abound Wealth Management | 0.00% | No change | 15 | $2K |
| Proffitt & Goodson Inc. | 0.00% | New | 14 | $2K |
| Granite FO LLC | 0.00% | No change | 14 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 12 | $2K |
| 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 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | New | 7 | $919 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -99.7% | 6 | $769 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 5 | $642 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 4 | $526 |
| Financial Freedom, LLC | 0.00% | No change | 3 | $421 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.8% | 2 | $17 |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.