Novartis AG-Sponsored ADRNVS

13F holders, Q4 2025 (December 31)
1,515holders +111
130new positions
66sold out
9famous investors
$137.87avg. 13F price*

At the end of Q4 2025, 1,515 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 111 from Q3 2025. 130 opened new positions and 66 sold out. The largest holders were Dodge & Cox ($1.2B), Morgan Stanley ($1.2B) and Dimensional Fund Advisors LP ($1.2B). 9 famous investors held it, including Ken Fisher (0.4% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions130$295.4M
Exits66$54.4M

All 13F filers, Q3 2025 → Q4 2025: 9,640,864 shares bought and 10,824,904 shares sold, net −1,184,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,515 holders

Dodge & Cox 0.67% Reduce -14.8% 9,014,641 $1.2B
Morgan Stanley 0.07% Add +14.8% 8,876,906 $1.2B
Dimensional Fund Advisors LP 0.25% Reduce -3.6% 8,524,394 $1.2B
Primecap Management Co. 0.79% Reduce -18.9% 7,579,274 $1.0B
Fisher Asset Management 0.35% Add +3.1% 7,465,850 $1.0B
Loomis Sayles & Co. L P 0.92% Reduce -2.3% 5,534,215 $763.0M
Bank of America Corp. 0.05% Reduce -1.2% 4,549,016 $627.2M
Franklin Resources Inc. 0.15% Add +10.3% 4,479,307 $617.6M
GQG Partners LLC 0.72% Add +39.6% 3,158,122 $435.4M
BlackRock, Inc. 0.01% Add +11.0% 2,808,091 $387.2M
Goldman Sachs Group Inc. 0.05% Reduce -6.9% 2,745,444 $378.5M
Northern Trust Corp. 0.04% Reduce -0.8% 2,351,181 $324.2M
Janus Henderson Group PLC 0.14% Add +8.0% 2,234,418 $308.1M
Cullen Capital Management, LLC 3.13% Add +0.5% 2,080,796 $286.9M
Raymond James Financial Inc. 0.08% Add +12.0% 1,845,605 $254.5M
Wells Fargo & Company 0.05% Add +0.7% 1,842,043 $254.0M
Principal Financial Group Inc. 0.13% Reduce -13.4% 1,809,158 $249.4M
Envestnet Asset Management Inc. 0.07% Reduce -2.0% 1,782,198 $245.7M
FMR LLC 0.01% Add +3.9% 1,662,296 $229.2M
State Street Corp. 0.01% Reduce -3.4% 1,450,061 $202.1M
UBS Group AG 0.04% Reduce -15.0% 1,361,274 $187.7M
Renaissance Technologies 0.29% Reduce -28.5% 1,343,033 $185.2M
Chevy Chase Trust Holdings, LLC 0.40% Reduce -6.6% 1,061,372 $146.3M
Bank of Montreal 0.06% Reduce -5.8% 984,599 $135.7M
Scharf Investments, LLC 3.57% Reduce -20.5% 962,900 $132.8M
Van Eck Associates Corp. 0.11% Add +116.0% 960,657 $132.4M
Earnest Partners LLC 0.54% Add +9.7% 921,396 $127.0M
Truist Financial Corp. 0.16% Add +6.6% 887,296 $122.3M
Natixis Advisors, LLC 0.16% Reduce -6.8% 838,382 $115.6M
Arrowstreet Capital, Limited Partnership 0.06% New 787,977 $108.6M
Marshall Wace, LLP 0.09% Reduce -40.7% 693,356 $95.6M
Connor, Clark & Lunn Investment Management Ltd. 0.24% Add +1445.8% 651,144 $89.8M
American Century Companies Inc. 0.04% Add +10.2% 618,268 $85.2M
LPL Financial LLC 0.02% Add +10.2% 607,748 $83.8M
Harding Loevner LP 0.73% Reduce -4.2% 603,387 $83.2M
Woodley Farra Manion Portfolio Management Inc. 3.95% Reduce -0.8% 601,912 $83.0M
JPMorgan Chase & Co. 0.01% Add +10.3% 592,652 $81.7M
Royal Bank of Canada 0.01% Add +4.7% 577,922 $79.7M
Bristol John W & Co. Inc. 1.21% Reduce -2.1% 569,718 $78.5M
Ameriprise Financial Inc. 0.02% Reduce -2.5% 569,722 $78.5M
Sei Investments Co. 0.08% Add +8.6% 565,012 $77.9M
Cibc World Market Inc. 0.13% Add +242.0% 528,563 $72.9M
CIBC Private Wealth Group LLC 0.12% Add +4.3% 517,027 $71.3M
NewEdge Wealth, LLC 0.79% Add +3.9% 505,339 $69.7M
Harvest Portfolios Group Inc. 1.18% Add +1.4% 492,014 $67.8M
Corient Private Wealth LP 0.09% Add +4.7% 479,904 $66.2M
Clark Capital Management Group, Inc. 0.38% Reduce -36.4% 445,689 $61.4M
Creative Planning 0.04% Add +3.6% 438,963 $60.5M
Todd Asset Management LLC 1.17% Reduce -1.3% 434,246 $59.9M
Assetmark, Inc. 0.11% Add +13.4% 406,231 $56.0M
TCTC Holdings, LLC 1.62% Add +0.7% 394,089 $54.3M
First Trust Advisors LP 0.04% Reduce -18.3% 371,761 $51.3M
Lord, Abbett & Co. LLC 0.16% New 366,160 $50.5M
Defilade Capital Management, L.P. 6.78% — 362,816 $50.0M
Mirae Asset Global Investments Co., Ltd. 0.13% Reduce -14.2% 342,536 $47.2M
Janney Montgomery Scott LLC 0.10% Add +2.1% 319,855 $44.1M
Bank of New York Mellon Corp 0.01% Add +1.8% 318,126 $43.9M
Saturna Capital Corp. 0.57% Reduce -0.8% 312,662 $43.1M
Quantinno Capital Management LP 0.08% Add +19.2% 301,191 $41.5M
O'shaughnessy Asset Management, LLC 0.23% Add +5.0% 300,078 $41.4M
GMO 0.11% Reduce -9.6% 299,175 $41.2M
Cerity Partners LLC 0.06% Reduce -11.4% 294,770 $40.6M
Charles Schwab Investment Management Inc. 0.01% Add +11.4% 290,480 $40.0M
Teachers Retirement System of the State of Kentucky 0.28% No change 274,950 $37.9M
Stifel Financial Corp. 0.03% Add +6.1% 272,382 $37.6M
Cookson Peirce & Co. Inc. 1.54% Reduce -1.2% 268,943 $37.1M
US Bancorp \de 0.04% Add +5.1% 267,269 $36.8M
Brandes Investment Partners, LP 0.28% Add +6.0% 262,797 $36.2M
Old Mission Capital LLC 1.36% New 254,991 $35.2M
HighTower Advisors, LLC 0.04% Reduce -0.7% 251,375 $34.7M
Integral Health Asset Management, LLC 1.75% Add +25.0% 250,000 $34.5M
Midwest Trust Co 0.43% Reduce -1.0% 249,741 $34.4M
MML Investors Services, LLC 0.08% Add +11.9% 242,771 $33.5M
Mariner, LLC 0.04% Add +0.7% 236,476 $32.6M
Tidal Investments LLC 0.13% Reduce -24.9% 226,256 $31.2M
First Financial Bankshares Inc 0.62% Add +1.1% 224,783 $31.0M
Oppenheimer Asset Management Inc. 0.37% Reduce -1.2% 220,181 $30.4M
D.A. Davidson & Co. 0.19% Reduce -2.1% 219,714 $30.3M
Martin Investment Management, LLC 8.16% Reduce -2.9% 211,504 $29.2M
PNC Financial Services Group, Inc. 0.02% Reduce -1.2% 210,204 $29.0M
Focus Partners Wealth 0.03% Add +272.8% 208,560 $28.7M
Promethos Capital, LLC 7.78% Add +8.5% 224,804 $28.6M
Managed Asset Portfolios, LLC 3.31% Reduce -0.0% 198,636 $27.4M
Jones Financial Companies LLLP 0.02% Add +5.8% 196,282 $27.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +3.5% 186,406 $26.6M
Godsey & Gibb, Inc. 2.37% Reduce -1.1% 191,084 $26.3M
Brown Advisory Inc. 0.04% Reduce -0.3% 188,406 $26.0M
AQR Capital Management 0.01% Add +37.3% 186,600 $25.7M
New York State Common Retirement Fund 0.03% Add +74.4% 185,366 $25.6M
Cetera Investment Advisers 0.03% Reduce -0.5% 178,949 $24.7M
Abc Arbitrage SA 2.28% New 176,749 $24.4M
Invesco Ltd. 0.00% Reduce -1.9% 175,677 $24.2M
Mercer Global Advisors Inc. 0.04% Add +14.5% 156,158 $24.1M
Foresight Global Investors, Inc. 11.17% Add +0.2% 172,083 $23.7M
Commonwealth Equity Services, LLC 0.03% Reduce -5.7% 168,386 $23.2M
Osaic Holdings, Inc. 0.03% Reduce -28.1% 166,724 $23.0M
Capital Wealth Planning, LLC 0.15% Add +37.5% 163,545 $22.7M
Captrust Financial Advisors 0.04% Add +4.6% 161,252 $22.2M
HRT Financial LP 0.07% Add +13.5% 157,661 $21.7M
Oak Associates Ltd. 1.30% Add +0.7% 156,995 $21.6M
Grandfield & Dodd, LLC 1.21% Reduce -4.6% 155,348 $21.4M
M&T Bank Corp 0.07% Add +0.7% 153,584 $21.2M
Optiver Holding B.V. 0.38% Reduce -5.3% 151,590 $20.9M
Douglas Lane & Associates, LLC 0.29% Reduce -3.5% 151,029 $20.8M
Parkwood LLC 1.73% Add +10.8% 147,260 $20.3M
ProVise Management Group, LLC 1.42% Add +2.9% 144,479 $19.9M
First Fiduciary Investment Counsel, Inc. 3.62% Reduce -0.8% 135,448 $18.7M
Coleford Investment Management Ltd. 4.48% Reduce -1.8% 133,675 $18.4M
&partners 0.10% Add +14.2% 133,267 $18.4M
QRG Capital Management, Inc. 0.20% Add +6.0% 133,113 $18.4M
Ingalls & Snyder LLC 0.68% Add +0.7% 132,826 $18.3M
Vanguard Personalized Indexing Management, LLC 0.18% Reduce -1.6% 130,399 $18.0M
GW Henssler & Associates Ltd. 0.86% Reduce -3.3% 129,063 $17.8M
Fiera Capital Corp 0.05% Add +32.4% 124,367 $17.1M
Neuberger Berman Group LLC 0.01% Reduce -1.4% 120,026 $16.5M
Pathstone Holdings, LLC 0.06% Add +10.9% 118,791 $16.4M
Qube Research & Technologies Ltd 0.02% Reduce -37.4% 118,627 $16.4M
Wilkins Investment Counsel Inc. 2.34% Reduce -13.1% 116,412 $16.0M
Tocqueville Asset Management L.P. 0.23% Reduce -0.9% 114,835 $15.8M
Hudson Bay Capital Management LP 0.10% New 114,346 $15.8M
Massachusetts Financial Services Co. 0.01% Add +14.4% 113,737 $15.7M
Boston Common Asset Management, LLC 0.94% Reduce -8.8% 113,266 $15.6M
Edgemoor Investment Advisors, Inc. 1.17% Reduce -0.7% 108,330 $14.9M
Rockefeller Capital Management L.P. 0.03% Add +5.4% 108,205 $14.9M
Cresset Asset Management, LLC 0.06% Reduce -1.4% 106,832 $14.7M
Allspring Global Investments Holdings, LLC 0.02% Add +0.3% 106,040 $14.7M
Callan Family Office, LLC 0.31% Add +19.2% 104,847 $14.5M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -52.3% 100,188 $13.8M
Ritholtz Wealth Management 0.25% Reduce -1.6% 99,834 $13.8M
Smithbridge Asset Management Inc. 1.15% Add +101.6% 97,812 $13.5M
Public Employees Retirement System of Ohio 0.04% Add +905.4% 97,521 $13.4M
Russell Investments Group, Ltd. 0.01% Add +34.0% 97,259 $13.4M
Susquehanna International Group, LLP 0.02% Add +1401.7% 95,565 $13.2M
Exencial Wealth Advisors, LLC 0.42% Reduce -0.4% 95,498 $13.2M
Vestmark Advisory Solutions, Inc. 0.18% Add +909.7% 94,282 $13.0M
Ethic Inc. 0.20% Add +3.3% 93,865 $12.9M
American Assets Investment Management, LLC 0.89% No change 93,610 $12.9M
Allworth Financial LP 0.05% Reduce -2.7% 93,025 $12.8M
Sanctuary Advisors, LLC 0.07% Reduce -0.2% 91,562 $12.6M
Aquatic Capital Management LLC 0.36% Add +251.3% 90,973 $12.5M
Manning & Napier Advisors LLC 0.15% Reduce -3.0% 85,852 $11.9M
Bahl & Gaynor LLC 0.06% Reduce -1.4% 86,162 $11.9M
Matthew Goff Investment Advisor, LLC 2.10% Reduce -2.7% 85,855 $11.8M
United Capital Financial Advisors, LLC 0.07% Add +5.0% 85,041 $11.7M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -0.3% 84,499 $11.6M
Cwm, LLC 0.03% Reduce -7.2% 83,074 $11.5M
Investment House LLC 0.54% Reduce -0.2% 81,848 $11.3M
Eldred Rock Partners, LLC 2.92% Reduce -10.1% 81,549 $11.2M
Blair William & Co. 0.03% Add +23.7% 81,278 $11.2M
Zevin Asset Management LLC 1.50% Reduce -7.1% 80,982 $11.2M
Reynders McVeigh Capital Management, LLC 0.50% Reduce -4.8% 77,954 $10.7M
Cohen Capital Management, Inc. 1.59% No change 76,613 $10.6M
Live Oak Private Wealth LLC 1.44% Reduce -0.6% 76,592 $10.6M
NewEdge Advisors, LLC 0.04% Add +4.0% 75,540 $10.4M
Gabelli Funds LLC 0.07% Reduce -1.8% 75,500 $10.4M
BNP Paribas Financial Markets 0.01% Reduce -59.1% 75,357 $10.4M
Altrius Capital Management Inc 2.19% Add +0.7% 74,923 $10.3M
Tweedy, Browne Co LLC 0.83% Reduce -1.5% 74,905 $10.3M
Franklin, Parlapiano, Turner & Welch, LLC 2.53% Reduce -4.7% 70,511 $10.2M
Clifford Swan Investment Counsel LLC 0.34% Reduce -2.7% 73,549 $10.1M
Citigroup Inc. 0.01% Reduce -69.2% 71,334 $9.8M
Tower Bridge Advisors 1.00% Reduce -3.3% 70,901 $9.8M
Camden National Bank 1.34% Add +0.3% 70,869 $9.8M
Mengis Capital Management, Inc. 1.73% Add +10.6% 70,748 $9.8M
DV Equities, LLC 1.74% — 69,935 $9.6M
Laird Norton Wetherby Trust Company, LLC 0.20% New 69,112 $9.5M
Baird Financial Group, Inc. 0.01% Reduce -1.6% 68,385 $9.4M
Beacon Pointe Advisors, LLC 0.06% Add +4.4% 66,582 $9.2M
Curi Capital, LLC 0.16% Add +54.8% 66,313 $9.1M
Brooklyn Investment Group 0.42% Add +201.7% 64,948 $9.0M
Geneos Wealth Management Inc. 0.22% Add +0.1% 64,841 $8.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.1% 63,109 $8.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -31.6% 61,418 $8.5M
Welch & Forbes LLC 0.10% Reduce -0.1% 61,088 $8.4M
Empowered Funds, LLC 0.14% Reduce -10.2% 60,525 $8.3M
Quadrant Capital Group LLC 0.25% Add +0.3% 59,860 $8.3M
1832 Asset Management L.P. 0.01% Add +724.1% 59,339 $8.2M
Logan Capital Management Inc. 0.34% Add +11.6% 58,363 $8.0M
Atria Investments, Inc 0.09% Reduce -0.3% 58,266 $8.0M
Federated Hermes, Inc. 0.01% Add +11.6% 57,389 $7.9M
Lockheed Martin Investment Management Co. 0.26% Reduce -32.8% 57,300 $7.9M
Pinnacle Associates Ltd. 0.10% Reduce -1.1% 57,205 $7.9M
Hantz Financial Services, Inc. 0.11% Add +37.8% 56,470 $7.8M
Fiduciary Trust Co 0.09% Reduce -3.8% 55,618 $7.7M
Advisors Capital Management, LLC 0.09% Add +4.3% 55,017 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.9% 54,472 $7.5M
Glenmede Trust Co. NA 0.04% — 54,386 $7.5M
Ieq Capital, LLC 0.02% Add +43.3% 54,268 $7.5M
Steward Partners Investment Advisory, LLC 0.04% Add +3.4% 54,261 $7.5M
Narwhal Capital Management 0.54% Add +3.6% 53,812 $7.4M
Keybank National Association 0.03% Add +4.9% 53,013 $7.3M
Deutsche Bank AG 0.00% Reduce -0.4% 52,770 $7.3M
First National Bank of Omaha 0.21% New 51,531 $7.1M
Victory Capital Management Inc. 0.00% Reduce -32.4% 51,032 $7.0M
Brown Brothers Harriman & Co. 0.04% Add +3.7% 50,762 $7.0M
Glassy Mountain Advisors, Inc. 2.10% Reduce -0.1% 50,437 $7.0M
World Investment Advisors 0.11% Add +12.8% 50,214 $6.9M
Triasima Portfolio Management inc. 1.04% Add +185.8% 50,175 $6.9M
Cardinal Capital Management 0.91% Add +0.2% 49,665 $6.8M
Walled Lake Planning & Wealth Management, LLC 2.17% Reduce -0.3% 49,632 $6.8M
Pittenger & Anderson Inc. 0.26% No change 49,020 $6.8M
Bleakley Financial Group, LLC 0.12% Reduce -6.1% 48,943 $6.7M
Park Avenue Securities LLC 0.06% Reduce -8.2% 48,579 $6.7M
Financial Gravity Asset Management, Inc. 1.29% Add +6.5% 48,437 $6.7M
Catalyst Capital Advisors LLC 0.14% Reduce -4.5% 47,642 $6.6M
Scotia Capital Inc. 0.03% Add +0.9% 47,469 $6.5M
Boston Partners 0.01% Reduce -13.3% 47,304 $6.5M
Kestra Advisory Services, LLC 0.03% Reduce -31.8% 47,356 $6.5M
Evergreen Capital Management LLC 0.15% Add +68.2% 47,245 $6.5M
Simplex Trading, LLC 0.18% Add +0.0% 46,821 $6.5M
Archford Capital Strategies, LLC 0.75% Add +77.1% 46,672 $6.4M
Signaturefd, LLC 0.10% Add +1.1% 46,629 $6.4M
Rathbones Group PLC 0.02% Reduce -0.5% 46,006 $6.3M
First Manhattan Co. Llc. 0.02% Add +2.2% 45,906 $6.3M
Trust Co. of Vermont 0.26% Add +0.0% 45,745 $6.3M
Quadrature Capital Ltd 0.06% New 45,069 $6.2M
National Bank of Canada 0.01% Add +12.8% 44,411 $6.1M
Monte Financial Group, LLC 2.26% Reduce -5.5% 44,023 $6.1M
Henry James International Management Inc. 1.89% Reduce -0.0% 43,596 $6.0M
Perennial Advisors, LLC 0.98% Add +1.0% 42,344 $5.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -1.1% 42,323 $5.8M
Lido Advisors, LLC 0.02% Add +1.5% 43,739 $5.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -0.4% 41,635 $5.7M
Private Advisor Group, LLC 0.03% Reduce -0.8% 41,078 $5.7M
Hamel Associates, Inc. 1.69% No change 40,585 $5.6M
Bessemer Group Inc. 0.01% Add +152.9% 40,412 $5.6M
Argent Trust Co 0.19% Add +0.7% 40,333 $5.6M
First Pacific Financial 0.72% Add +16.8% 40,072 $5.5M
Euro Pacific Asset Management, LLC 0.61% Reduce -54.0% 42,231 $5.5M
Carret Asset Management, LLC 0.52% Reduce -1.1% 39,815 $5.5M
Spire Wealth Management 0.18% Add +2561.0% 38,983 $5.4M
Great Valley Advisor Group, Inc. 0.10% Reduce -17.6% 38,951 $5.4M
MAI Capital Management 0.03% Add +28.2% 38,185 $5.3M
Farmers & Merchants Investments Inc. 0.14% Reduce -1.5% 37,858 $5.2M
Caprock Group, LLC 0.11% Add +9.4% 37,747 $5.2M
WCG Wealth Advisors LLC 0.15% Add +128.5% 37,705 $5.2M
Naviter Wealth, LLC 0.68% Reduce -13.5% 37,658 $5.2M
DAVENPORT & Co LLC 0.03% Reduce -11.1% 37,364 $5.2M
Vident Advisory, LLC 0.05% Reduce -1.2% 37,022 $5.1M
Sphera Funds Management LTD. 1.07% No change 37,000 $5.1M
Vise Technologies, Inc. 0.10% Add +87.3% 36,277 $5.0M
Rhumbline Advisers 0.00% Reduce -2.8% 36,140 $5.0M
China Universal Asset Management Co., Ltd. 0.38% Add +80.0% 36,000 $5.0M
Factory Mutual Insurance Co. 0.05% No change 35,796 $4.9M
Crossmark Global Holdings, Inc. 0.07% Reduce -4.3% 35,483 $4.9M
Squarepoint Ops LLC 0.01% Add +301.1% 35,457 $4.9M
Quartz Partners, LLC 1.82% Add +9.2% 35,382 $4.9M
Dearborn Partners LLC 0.24% Add +0.2% 35,225 $4.9M
Greenfield Seitz Capital Management, LLC 1.58% Reduce -1.6% 34,875 $4.8M
Arkadios Wealth Advisors 0.10% Add +10.1% 34,843 $4.8M
Azzad Asset Management Inc. 0.47% Add +0.9% 34,593 $4.8M
Timber Creek Capital Management LLC 1.11% Reduce -0.2% 34,545 $4.8M
Farther Finance Advisors, LLC 0.05% Add +87.8% 34,378 $4.7M
Principal Securities, Inc. 0.07% Reduce -3.9% 34,368 $4.7M
Cullen Investment Group, LTD. 0.60% Add +621.6% 32,897 $4.7M
Auto-Owners Insurance Co 0.10% No change 33,570 $4.6M
Choreo, LLC 0.06% Reduce -3.9% 33,223 $4.6M
Cornerstone Wealth Group, LLC 0.31% Add +1.4% 33,253 $4.6M
WealthTrust Axiom LLC 1.17% Reduce -0.8% 32,885 $4.5M
Daymark Wealth Partners, LLC 0.14% Reduce -1.0% 32,723 $4.5M
Merit Financial Group, LLC 0.04% Add +4.3% 32,499 $4.5M
Chesley Taft & Associates LLC 0.18% Add +5.3% 32,480 $4.5M
TD Asset Management Inc 0.00% Add +30.7% 32,435 $4.5M
Baldwin Wealth Partners LLC 0.28% Reduce -4.6% 32,288 $4.5M
Mgo One Seven LLC 0.09% Add +22.6% 32,254 $4.4M
Providence Capital Advisors, LLC 0.74% Add +3.6% 32,082 $4.4M
Advisory Services Network, LLC 0.06% Add +0.1% 31,893 $4.4M
Great Lakes Advisors, LLC 0.04% Add +2.0% 31,160 $4.3M
Choate Investment Advisors 0.08% Add +40.1% 31,147 $4.3M
Fifth Third Bancorp 0.01% Reduce -4.8% 30,989 $4.3M
Northeast Investment Management 0.17% Reduce -0.2% 30,898 $4.3M
Pekin Hardy Strauss, Inc. 0.39% Reduce -5.7% 30,711 $4.2M
Csenge Advisory Group 0.19% Add +3.5% 30,264 $4.2M
Fred Alger Management, LLC 0.02% Reduce -33.8% 30,164 $4.2M
Two Sigma Investments, LP 0.01% Reduce -5.7% 29,928 $4.1M
Global Retirement Partners, LLC 0.07% Add +154.2% 29,730 $4.1M
Moors & Cabot, Inc. 0.17% Add +1.1% 29,612 $4.1M
Northside Capital Management, LLC 0.35% No change 29,543 $4.1M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.7% 29,337 $4.0M
Moody LYNN Lieberson & Walker, LLC 0.21% Add +54.0% 29,320 $4.0M
Prentiss Smith & Co. Inc. 2.40% Reduce -0.4% 29,154 $4.0M
Tower Research Capital LLC (TRC) 0.10% Add +2167.6% 29,138 $4.0M
TD Waterhouse Canada Inc. 0.02% Add +2.5% 29,022 $4.0M
Oxbow Advisors, LLC 0.35% Reduce -1.1% 28,508 $3.9M
Haverford Trust Co 0.03% Reduce -1.7% 28,382 $3.9M
Penobscot Investment Management Company, Inc. 0.29% Reduce 0.0% 28,316 $3.9M
Fayez Sarofim & Co 0.01% Add +1.1% 28,252 $3.9M
Atlantic Union Bankshares Corp 0.07% Reduce -3.0% 28,243 $3.9M
NBT Bank, N.A. 0.25% Reduce -1.8% 28,183 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +30.9% 27,909 $3.8M
Woodmont Investment Counsel LLC 0.24% Reduce -1.3% 27,843 $3.8M
EagleClaw Capital Managment, LLC 0.55% Reduce -1.4% 27,682 $3.8M
Voya Investment Management LLC 0.00% Reduce -17.4% 27,490 $3.8M
CWA Asset Management Group, LLC 0.14% Add +151.9% 27,213 $3.8M
Compound Planning, Inc. 0.11% Add +15.8% 27,034 $3.7M
Ballentine Partners, LLC 0.05% Add +3.3% 26,981 $3.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.33% Reduce -0.4% 26,895 $3.7M
Trustmark Bank Trust Department 0.23% Reduce -0.2% 26,836 $3.7M
SIH Partners, LLLP 0.21% No change 26,579 $3.7M
Telos Capital Management, Inc. 0.34% Reduce -1.4% 26,293 $3.6M
Spectrum Asset Management, Inc. (NB/CA) 1.21% Add +0.5% 26,288 $3.6M
Naples Global Advisors, LLC 0.27% Reduce -0.7% 26,130 $3.6M
CIBC Asset Management Inc 0.01% Add +1.1% 26,264 $3.6M
Prospera Financial Services Inc 0.06% Reduce -0.3% 25,879 $3.6M
Albert D Mason Inc. 2.32% Add +0.3% 25,587 $3.5M
Forum Financial Management, LP 0.05% Add +3.1% 25,365 $3.5M
Americana Partners, LLC 0.09% Reduce -5.0% 24,964 $3.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% Reduce -10.8% 24,822 $3.4M
Arjuna Capital 0.83% Reduce -0.6% 24,705 $3.4M
apricus wealth, LLC 1.74% Add +4.0% 24,673 $3.4M
Campbell & CO Investment Adviser LLC 0.16% New 24,619 $3.4M
Peapack Gladstone Financial Corp. 0.04% Add +0.3% 24,279 $3.3M
Hall Laurie J Trustee 1.11% Reduce -4.8% 24,122 $3.3M
Shrier Wealth Management, LLC 1.32% — 24,077 $3.3M
Capital Insight Partners, LLC 0.70% Reduce -15.4% 23,985 $3.3M
Blue Square Asset Management, LLC 1.46% Reduce -1.8% 23,813 $3.3M
Cloverfields Capital Group, LP 1.01% Add +27.5% 23,731 $3.3M
Patten & Patten Inc. 0.19% Reduce -1.0% 23,694 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -12.0% 22,714 $3.3M
SageView Advisory Group, LLC 0.11% Reduce -4.6% 23,339 $3.2M
AMG National Trust Bank 0.07% Add +0.6% 22,890 $3.2M
Tealwood Asset Management Inc. 1.41% Add +0.0% 22,815 $3.1M
Parr McKnight Wealth Management Group, LLC 0.41% Reduce -2.0% 22,754 $3.1M
Fca Corp. 0.88% Reduce -7.5% 22,612 $3.1M
Commerce Bank 0.02% Add +2.1% 22,604 $3.1M
Third View Private Wealth, LLC 0.42% — 22,384 $3.1M
Mitchell & Pahl Private Wealth, LLC 1.28% Reduce -0.3% 22,349 $3.1M
Oppenheimer & Co. Inc. 0.04% Reduce -39.7% 22,226 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 22,156 $3.1M
Foster & Motley Inc. 0.16% Add +11.5% 22,055 $3.0M
AlphaCore Capital LLC 0.07% Reduce -4.9% 21,835 $3.0M
Fairfield, Bush & Co. 1.57% Reduce -5.4% 21,613 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +10.6% 21,436 $3.0M
Pinnacle Financial Partners, Inc. 0.02% — 21,237 $2.9M
Cascade Investment Advisors, Inc. 1.71% Reduce -0.7% 21,055 $2.9M
Old Port Advisors 0.71% Add +1.4% 20,992 $2.9M
DGS Capital Management, LLC 0.49% Add +5.7% 20,859 $2.9M
Advisors Asset Management, Inc. 0.05% Add +3.6% 20,783 $2.9M
Evolve Private Wealth, LLC 0.17% — 20,505 $2.8M
Perigon Wealth Management, LLC 0.05% Add +20.9% 20,500 $2.8M
Coastline Trust Co 0.26% Reduce -0.2% 20,411 $2.8M
Family Manage LLC 0.35% Add +1.2% 20,338 $2.8M
Beacon Financial Group 0.28% Reduce -1.0% 20,253 $2.8M
Savant Capital, LLC 0.02% Add +22.6% 19,982 $2.8M
Kathmere Capital Management, LLC 0.19% Reduce -4.5% 19,925 $2.7M
Aaron Wealth Advisors LLC 0.15% Add +26.1% 19,719 $2.7M
Huntington National Bank 0.02% Reduce -12.2% 19,434 $2.7M
Everett Harris & Co. 0.03% No change 19,363 $2.7M
Clearstead Advisors, LLC 0.03% Add +0.6% 19,130 $2.6M
NorthCrest Asset Manangement, LLC 0.06% Reduce -4.5% 19,122 $2.6M
Optimist Retirement Group LLC 1.20% Reduce -1.8% 18,979 $2.6M
Trust Co. of Toledo NA 0.26% No change 18,956 $2.6M
Patriot Financial Group Insurance Agency, LLC 0.31% Add +10.7% 18,678 $2.6M
Acadian Asset Management LLC 0.00% Reduce -34.5% 18,679 $2.6M
Beutel, Goodman & Co Ltd. 0.02% Add +1.2% 18,655 $2.6M
Marietta Investment Partners LLC 0.50% Add +2.8% 18,237 $2.5M
Level Four Advisory Services, LLC 0.08% Add +1.0% 18,219 $2.5M
Abbot Financial Management, Inc. 1.04% Reduce -0.3% 18,157 $2.5M
Abacus Wealth Partners, LLC 0.24% Add +924.6% 18,094 $2.5M
Bradley Foster & Sargent Inc. 0.04% Reduce -1.2% 18,086 $2.5M
Independent Investors Inc. 0.46% No change 17,900 $2.5M
Lester Murray Antman dba SimplyRich 0.64% No change 17,770 $2.4M
Checchi Capital Advisers, LLC 0.17% Reduce -0.7% 17,757 $2.4M
Benedict Financial Advisors Inc. 0.51% Reduce -0.2% 17,478 $2.4M
BTC Capital Management, Inc. 0.17% Add +0.6% 17,378 $2.4M
HB Wealth Management, LLC 0.02% Add +2.5% 17,362 $2.4M
Nichols & Pratt Advisers LLP 0.15% Add +0.6% 17,347 $2.4M
FSB Premier Wealth Management, Inc. 0.75% Add +7.0% 17,219 $2.4M
Patten Group, Inc. 0.44% Add +1.9% 17,134 $2.4M
Altman Advisors, Inc. 0.89% Reduce -0.1% 17,112 $2.4M
Ipswich Investment Management Co., Inc. 0.55% Reduce -0.6% 17,107 $2.4M
EP Wealth Advisors, LLC 0.01% — 16,977 $2.3M
Abundance Wealth Counselors 0.39% Add +0.4% 16,927 $2.3M
New Vernon Capital Holdings II LLC 1.11% No change 16,911 $2.3M
Jamison Private Wealth Management, Inc. 0.29% Reduce -2.1% 16,871 $2.3M
Marshall Financial Group, LLC 0.45% Add +3.0% 16,859 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -2.9% 16,829 $2.3M
Rothschild Investment LLC 0.13% Add +0.0% 16,783 $2.3M
Dynamic Advisor Solutions LLC 0.07% Reduce -16.7% 16,555 $2.3M
XTX Topco Ltd 0.06% Add +193.0% 16,489 $2.3M
Empire Financial Management Company, LLC 0.49% Add +0.9% 16,484 $2.3M
Leo Wealth, LLC 0.16% Add +23.7% 16,428 $2.3M
Smartleaf Asset Management LLC 0.09% Add +13.9% 16,315 $2.3M
Palisade Asset Management, LLC 0.22% Reduce -0.3% 16,409 $2.3M
Regions Financial Corp. 0.01% Reduce -2.6% 16,376 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% Add +7.5% 16,336 $2.3M
Headinvest, LLC 0.45% Reduce -1.1% 16,332 $2.3M
TD Private Client Wealth LLC 0.05% Add +13.2% 16,296 $2.2M
Quadcap Wealth Management, LLC 0.26% Reduce -0.8% 16,255 $2.2M
WealthPlan Investment Management, LLC 0.14% Add +72.8% 16,230 $2.2M
IAM Advisory, LLC 0.50% Add +0.4% 16,201 $2.2M
Aptus Capital Advisors, LLC 0.02% Add +4.2% 15,936 $2.2M
Wellington Management Group LLP 0.00% Reduce -98.9% 15,828 $2.2M
Ascent Wealth Partners, LLC 0.25% Add +0.1% 15,656 $2.2M
Waverly Advisors, LLC 0.02% Add +11.7% 15,647 $2.2M
Baker Ellis Asset Management LLC 0.25% Add +3.7% 15,250 $2.1M
Venturi Wealth Management, LLC 0.09% Add +11.1% 15,078 $2.1M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -3.6% 15,059 $2.1M
Mosaic Financial Group, LLC 1.41% No change 14,986 $2.1M
Johnson Investment Counsel Inc. 0.02% No change 14,966 $2.1M
Strategic Global Advisors, LLC 0.32% Add +12.8% 14,873 $2.1M
Concurrent Investment Advisors, LLC 0.02% Add +36.6% 14,815 $2.0M
Gradient Investments LLC 0.03% Add +42.7% 14,661 $2.0M
Bailard, Inc. 0.04% Add +19.0% 14,426 $2.0M
Greenleaf Trust 0.02% Add +5.3% 14,424 $2.0M
Advisors Management Group Inc. 0.36% Reduce -11.4% 14,318 $2.0M
Voya Financial Advisors, Inc. 0.19% Reduce -0.3% 14,077 $2.0M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -1.6% 14,118 $1.9M
Journey Retirement Planning & Investment Management LLC 0.40% — 14,056 $1.9M
Sepio Capital, LP 0.11% Add +3.5% 14,027 $1.9M
Marco Investment Management LLC 0.15% Reduce -0.7% 14,020 $1.9M
NORTHSTAR ASSET MANAGEMENT Co 0.41% No change 13,925 $1.9M
Parsons Capital Management Inc. 0.10% No change 13,767 $1.9M
Kahn Brothers Group Inc. 0.33% Reduce -4.5% 13,678 $1.9M
Denali Advisors LLC 0.21% Add +0.3% 13,598 $1.9M
Sivia Capital Partners, LLC 0.38% Add +83.2% 13,595 $1.9M
Capital Financial Group Inc\co\ 1.04% — 13,549 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Reduce -6.9% 13,520 $1.9M
Sterling Capital Management LLC 0.03% Reduce -5.4% 13,492 $1.9M
AIMZ Investment Advisors, LLC 0.53% No change 13,328 $1.8M
Coldstream Capital Management Inc. 0.02% Reduce -24.6% 13,324 $1.8M
Solutions 4 Wealth, Ltd 2.75% No change 13,214 $1.8M
Highland Capital Management, LLC 0.09% Reduce -9.7% 13,144 $1.8M
Boit C F David 0.78% No change 12,800 $1.8M
Ascent Group, LLC 0.06% Reduce -0.0% 13,120 $1.8M
HM Payson & Co. 0.03% Reduce -1.5% 13,060 $1.8M
Silvercrest Asset Management Group LLC 0.01% Add +12.9% 13,025 $1.8M
Park National Corp. 0.06% Reduce -3.9% 12,980 $1.8M
Compass Wealth Management LLC 0.45% Reduce -1.9% 12,947 $1.8M
CSM Advisors, LLC 0.05% New 12,847 $1.8M
Roberts Glore & Co. Inc. 0.47% Reduce -2.8% 12,773 $1.8M
West Family Investments, Inc. 0.41% Reduce -1.5% 12,722 $1.8M
Ativo Capital Management LLC 1.53% Reduce -6.0% 12,644 $1.7M
Arnhold LLC 0.13% No change 12,636 $1.7M
Parallel Advisors, LLC 0.03% Add +1.2% 12,624 $1.7M
V-Square Quantitative Management LLC 0.18% Add +3.8% 12,480 $1.7M
Carnegie Investment Counsel 0.03% Add +1.6% 12,434 $1.7M
Abel Hall, LLC 0.40% Add +153.8% 12,416 $1.7M
Snowden Capital Advisors LLC 0.04% Add +1.1% 12,356 $1.7M
Plancorp, LLC 0.05% No change 12,288 $1.7M
Physicians Financial Services, Inc. 0.45% Reduce -1.2% 12,284 $1.7M
Dynasty Wealth Management, LLC 0.02% Add +5.0% 12,209 $1.7M
Kentucky Trust Co 0.89% Reduce -0.8% 12,137 $1.7M
GAMMA Investing LLC 0.08% Add +14.0% 12,103 $1.7M
Brookstone Capital Management 0.02% Reduce -0.1% 12,097 $1.7M
Florida Trust Wealth Management Co 0.05% Add +8.9% 12,073 $1.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.12% No change 12,000 $1.7M
Hilltop Holdings Inc. 0.10% Reduce -2.7% 11,999 $1.7M
HF Advisory Group, LLC 0.57% Add +8.9% 11,901 $1.6M
PCM Encore, LLC 0.35% — 11,873 $1.6M
Delphi Management Inc. 1.57% Reduce -2.8% 11,723 $1.6M
Bridgewater Advisors Inc. 0.10% Add +0.9% 11,119 $1.6M
Glass Wealth Management Co LLC 0.66% Reduce -7.4% 11,685 $1.6M
Guggenheim Capital LLC 0.01% Reduce -4.6% 11,666 $1.6M
Savvy Advisors, Inc. 0.05% Add +14.9% 11,567 $1.6M
Trust Co. of Oklahoma 0.46% Reduce -2.9% 11,480 $1.6M
Advisory Resource Group 0.28% Add +1.0% 11,456 $1.6M
Horizon Kinetics Asset Management LLC 0.02% Reduce -3.4% 11,394 $1.6M
Creegan & Nassoura Financial Group, LLC 1.01% No change 11,325 $1.6M
Greenwich Wealth Management LLC 0.07% No change 11,312 $1.6M
Alliancebernstein L.P. 0.00% Reduce -84.7% 11,313 $1.6M
Frank, Rimerman Advisors LLC 0.10% Add +19.2% 11,268 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -1.1% 11,243 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Add +0.3% 11,108 $1.5M
Maverick Capital 0.02% Add +34.7% 11,073 $1.5M
Value Partners Investments Inc. 0.12% Add +18.9% 11,010 $1.5M
Flputnam Investment Management Co. 0.02% Reduce -9.7% 11,017 $1.5M
Somerville Kurt F 0.26% Reduce -17.6% 10,978 $1.5M
Basecamp Wealth Advisors LLC 0.32% — 10,959 $1.5M
Mission Wealth Management, LP 0.03% Reduce -1.3% 10,920 $1.5M
Intrust Bank NA 0.12% Add +3.3% 10,910 $1.5M
Valeo Financial Advisors, LLC 0.03% Add +9.0% 10,848 $1.5M
Guyasuta Investment Advisors Inc. 0.08% No change 10,767 $1.5M
King Luther Capital Management Corp. 0.01% Reduce -1.3% 10,765 $1.5M
Ar Asset Management Inc. 0.31% No change 10,750 $1.5M
Crux Wealth Advisors 0.55% Reduce -0.4% 10,729 $1.5M
Drexel Morgan & Co. 0.23% No change 10,720 $1.5M
Integrated Quantitative Investments LLC 0.31% Reduce -0.3% 10,599 $1.5M
Millennium Management 0.00% Add +6.1% 10,579 $1.5M
GeoWealth Management, LLC 0.05% Add +1.4% 10,504 $1.4M
HighPoint Advisor Group LLC 0.03% Add +6.6% 10,503 $1.4M
NorthCoast Asset Management LLC 0.03% Reduce -93.5% 10,469 $1.4M
Holderness Investments Co. 0.29% Reduce -1.0% 10,458 $1.4M
Sagespring Wealth Partners, LLC 0.03% Add +2.4% 10,452 $1.4M
Apollon Wealth Management, LLC 0.03% Reduce -3.1% 10,451 $1.4M
Ashton Thomas Private Wealth, LLC 0.04% Add +6.4% 10,450 $1.4M
Unique Wealth Strategies, LLC 0.57% Reduce -0.7% 10,446 $1.4M
Diameter Capital Partners LP 0.16% New 10,400 $1.4M
Mayflower Financial Advisors, LLC 0.17% Add +1.1% 10,370 $1.4M
FRG Family Wealth Advisors LLC 0.22% Add +8.2% 10,218 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -43.0% 10,206 $1.4M
Foyston, Gordon & Payne Inc 0.31% Reduce -3.6% 10,196 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +2.0% 10,155 $1.4M
Mather Group, Llc. 0.01% Reduce -1.1% 10,120 $1.4M
Walsky Investment Management, Inc. 1.42% — 10,102 $1.4M
Modern Wealth Management, LLC 0.03% Add +1.6% 10,041 $1.4M
Boston Family Office LLC 0.09% Reduce -20.6% 10,035 $1.4M
Osprey Private Wealth LLC 0.40% Add +39.9% 10,000 $1.4M
Opal Capital LLC 0.34% — 9,961 $1.4M
Agate Pass Investment Management, LLC 0.51% Reduce -9.9% 9,950 $1.4M
Novem Group 0.16% Add +1.6% 9,925 $1.4M
Ellevest, Inc. 0.19% Reduce -1.1% 9,917 $1.4M
Fort Sheridan Advisors LLC 0.17% Add +17.3% 9,905 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% Reduce -2.5% 9,863 $1.4M
FineMark National Bank & Trust 0.04% Reduce -10.9% 9,844 $1.4M
Douglass Winthrop Advisors, LLC 0.02% Add +2.1% 9,838 $1.4M
Old National Bancorp 0.02% Add +8.1% 9,813 $1.4M
Smart Money Group LLC 0.39% Reduce -1.5% 9,811 $1.4M
Venture Visionary Partners LLC 0.04% Reduce -7.1% 9,803 $1.4M
TrueMark Investments, LLC 0.26% Add +15.0% 9,800 $1.4M
J.W. Cole Advisors, Inc. 0.03% Add +0.6% 10,577 $1.3M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.2% 9,702 $1.3M
Qtron Investments LLC 0.17% Reduce -16.2% 9,697 $1.3M
Welch Group, LLC 0.05% Add +2.0% 9,656 $1.3M
Retirement Guys Formula LLC 0.61% Add +1.1% 9,655 $1.3M
AE Wealth Management LLC 0.01% Add +6.8% 9,644 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -24.2% 9,641 $1.3M
Sittner & Nelson, LLC 0.47% Add +0.6% 8,466 $1.3M
Stratos Wealth Partners, LTD. 0.01% Reduce -6.8% 9,586 $1.3M
Axxcess Wealth Management, LLC 0.02% Add +20.5% 9,557 $1.3M
Flow Traders U.S. LLC 0.04% New 9,556 $1.3M
PDS Planning, Inc 0.09% Add +0.7% 9,525 $1.3M
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.0% 9,522 $1.3M
Meriwether Wealth & Planning, LLC 0.74% Reduce -3.2% 9,509 $1.3M
OpenArc Corporate Advisory, LLC 0.02% — 9,488 $1.3M
Becker Capital Management Inc. 0.04% Reduce -0.4% 9,441 $1.3M
Bryn Mawr Trust Advisors, LLC 0.06% Add +0.3% 9,425 $1.3M
Shelton Capital Management 0.03% Reduce -28.6% 9,347 $1.3M
Mystic Asset Management, Inc. 0.29% Reduce -3.1% 9,269 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -4.5% 9,227 $1.3M
Tudor Investment Corporation 0.01% Reduce -73.7% 9,224 $1.3M
LCNB Corp. 0.43% Reduce -0.3% 9,206 $1.3M
KCM Investment Advisors LLC 0.04% Reduce -4.6% 9,159 $1.3M
1620 Investment Advisors, Inc. 0.83% Reduce -0.3% 9,034 $1.2M
Guardian Partners Inc. 0.10% Add +280.4% 8,140 $1.2M
Cambridge Advisors Inc. 0.24% No change 8,975 $1.2M
Essex Financial Services, Inc. 0.07% Add +0.0% 8,921 $1.2M
Beaton Management Co. Inc. 0.54% No change 8,873 $1.2M
Valmark Advisers, Inc. 0.01% Add +0.9% 8,802 $1.2M
Gladstone Institutional Advisory LLC 0.05% Add +16.8% 8,799 $1.2M
Meridian Wealth Management, LLC 0.04% Add +1.3% 8,797 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.1% 8,774 $1.2M
Kensington Investment Counsel, LLC 0.49% No change 8,747 $1.2M
RD Lewis Holdings, Inc. 1.02% No change 7,991 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Add +1.8% 8,675 $1.2M
Eastern Bank 0.02% Add +0.9% 8,654 $1.2M
Clarius Group, LLC 0.07% No change 8,652 $1.2M
SevenBridge Financial Group, LLC 0.19% No change 7,879 $1.2M
Belvedere Trading LLC 0.22% Add +2246.0% 8,516 $1.2M
Versant Capital Management, Inc 0.15% Add +10.8% 8,514 $1.2M
YANKCOM Partnership 0.50% Add +1.1% 8,499 $1.2M
Tiaa Trust, National Association 0.00% Reduce -3.1% 8,441 $1.2M
Stratos Wealth Advisors, LLC 0.06% No change 8,421 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -16.1% 8,376 $1.2M
Northcape Wealth Management, LLC 0.33% No change 8,370 $1.2M
Simmons Bank 0.08% Reduce -4.6% 8,313 $1.1M
Independence Bank of Kentucky 0.14% Add +1.0% 8,235 $1.1M
New Hampshire Trust 0.22% Reduce -19.3% 8,222 $1.1M
CHICAGO TRUST Co NA 0.18% Reduce -4.3% 8,214 $1.1M
Keel Point, LLC 0.07% Add +0.0% 8,081 $1.1M
Fortis Capital Advisors, LLC 0.16% Add +29.3% 8,064 $1.1M
Belpointe Asset Management LLC 0.04% Add +29.3% 8,064 $1.1M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +22.9% 8,042 $1.1M
D. E. Shaw & Co. 0.00% Add +70.0% 8,000 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +4.4% 7,981 $1.1M
Minot DeBlois Advisors LLC 0.99% Reduce -4.8% 7,965 $1.1M
Keystone Financial Services 0.33% Reduce -1.8% 7,908 $1.1M
Five Oceans Advisors 0.39% No change 7,908 $1.1M
Chilton Capital Management LLC 0.04% Reduce -8.5% 7,889 $1.1M
Valley National Advisers Inc. 0.15% Add +0.1% 7,889 $1.1M
Jacobi Capital Management LLC 0.06% Reduce -0.3% 7,859 $1.1M
Independent Advisor Alliance 0.03% Add +45.8% 7,846 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +10.7% 7,840 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Reduce -1.4% 7,812 $1.1M
Harbour Trust & Investment Management Co 0.11% Reduce -4.3% 7,719 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +6.5% 6,976 $1.1M
Montag A & Associates Inc. 0.05% Reduce -0.1% 7,646 $1.1M
Wedmont Private Capital 0.04% Add +14.7% 7,416 $1.1M
Ruggaard & Associates LLC 0.41% Add +3.2% 7,635 $1.1M
Sage Rhino Capital LLC 0.20% Reduce -5.0% 7,620 $1.1M
May Hill Capital, LLC 0.28% Add +1.5% 7,615 $1.0M
Portside Wealth Group, LLC 0.14% Add +24.1% 7,606 $1.0M
Castlekeep Investment Advisors LLC 0.47% Reduce -4.4% 7,574 $1.0M
Covenant Partners, LLC 0.30% No change 7,542 $1.0M
Kennon-Green & Company, LLC 0.82% Reduce -4.3% 7,507 $1.0M
Verition Fund Management LLC 0.01% New 7,506 $1.0M
Beverly Hills Private Wealth, LLC 0.18% Reduce -8.3% 7,461 $1.0M
Harbour Investments, Inc. 0.02% Add +25.0% 7,397 $1.0M
Applied Finance Capital Management, LLC 0.07% Reduce -2.8% 7,352 $1.0M
Aprio Wealth Management, LLC 0.06% Add +52.4% 7,301 $1.0M
Associated Banc-Corp 0.03% Reduce -0.9% 7,286 $1.0M
Sowell Financial Services LLC 0.04% Add +9.8% 7,216 $995K
Arax Advisory Partners 0.03% Reduce -9.0% 7,213 $994K
Twin City Private Wealth, LLC 0.75% Reduce -1.8% 7,203 $993K
Rational Advisors, Inc. 0.11% Add +75.0% 7,186 $991K
Lazard Asset Management LLC 0.00% Add +51.6% 7,166 $988K
St. Clair Advisors, LLC 0.25% No change 7,092 $978K
SouthState Bank Corp 0.04% Reduce -3.0% 7,022 $968K
CENTRAL TRUST Co 0.02% Reduce -3.6% 6,990 $964K
Lee Danner & Bass Inc. 0.07% No change 6,959 $959K
Goldstone Financial Group, LLC 0.11% Add +3.6% 6,879 $948K
Kimelman & Baird, LLC 0.07% No change 6,850 $944K
Romano Brothers and Company 0.11% Reduce -2.8% 6,843 $943K
Cypress Asset Management Inc. 0.21% Reduce -0.6% 6,835 $942K
Hutner Capital Management Inc. 0.39% Add +6.2% 6,832 $942K
Farringdon Capital, Ltd. 0.23% New 6,791 $936K
StrongBox Wealth, LLC 0.31% Add +14.3% 6,789 $936K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -14.9% 6,786 $936K
Gilliland Jeter Wealth Management LLC 0.28% No change 6,753 $931K
Anchor Investment Management, LLC 0.08% No change 6,726 $927K
UMB Bank, n.a. 0.01% Add +17.8% 6,675 $920K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.3% 6,674 $920K
First Horizon Corp. 0.04% No change 6,664 $919K
Bangor Savings Bank 0.07% Reduce -3.7% 6,645 $916K
Harrell Investment Partners, LLC 0.22% Add +0.9% 6,640 $915K
Financial & Tax Architects, LLC 0.20% Reduce -5.1% 6,602 $910K
Fulton Bank, N.A. 0.03% Add +22.5% 6,599 $910K
Means Investment Co., Inc. 0.08% No change 6,587 $908K
Texas Bank & Trust Co 0.33% Reduce -0.3% 6,583 $908K
Mitchell McLeod Pugh & Williams Inc. 0.13% No change 5,794 $906K
Lantz Financial LLC 0.19% Reduce -3.2% 6,542 $902K
Marotta Asset Management 0.17% Reduce -1.2% 6,494 $895K
Southeast Asset Advisors, LLC 0.09% No change 6,491 $895K
JNBA Financial Advisors 0.08% Reduce -2.8% 6,474 $893K
Stephens Inc. 0.01% Add +6.5% 6,452 $890K
Joel Isaacson & Co., LLC 0.03% Add +13.9% 6,442 $888K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.0% 6,415 $885K
Neville Rodie & Shaw Inc. 0.06% No change 6,410 $884K
Sykon Capital LLC 0.28% No change 6,403 $883K
St Germain D J Co. Inc. 0.03% Add +3.2% 6,392 $881K
Mezzasalma Advisors, LLC 0.21% Add +5.4% 6,361 $881K
Gallacher Capital Management LLC 0.34% No change 6,377 $879K
Avior Wealth Management, LLC 0.03% Add +0.1% 6,370 $878K
Centaurus Financial, Inc. 0.04% Reduce -12.5% 6,321 $872K
JMN Financial LLC 0.87% — 6,323 $872K
Mraz, Amerine & Associates, Inc. 0.13% No change 6,298 $868K
Private Trust Co. NA 0.08% Add +3.4% 6,286 $867K
Wealthspire Advisors, LLC 0.01% Add +77.0% 6,256 $862K
North Star Asset Management Inc. 0.03% Add +2.8% 6,221 $858K
Motco 0.08% Reduce -2.6% 6,219 $857K
Ariadne Wealth Management, LP 0.35% Reduce -6.5% 5,319 $857K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.13% New 6,200 $855K
Investment Research Partners LLC 0.37% Add +1.2% 6,195 $854K
Schulhoff & Co. Inc. 0.35% Reduce -0.1% 6,050 $834K
Heritage Wealth Management, Inc. 0.23% No change 6,045 $833K
Jeppson Wealth Management, LLC 0.26% No change 6,038 $832K
Peoples Bank 0.84% Reduce -3.7% 6,030 $831K
Kennedy Investment Group, Inc. 0.31% No change 5,978 $824K
Seeds Investor LLC 0.16% Add +7.6% 5,970 $823K
Cypress Capital Group 0.09% Add +3.6% 5,966 $823K
1900 Wealth Management LLC 0.05% Add +0.2% 5,906 $814K
Brucke Financial, Inc. 0.44% Add +16.2% 5,871 $809K
Bradyco, Inc. 1.00% No change 5,841 $805K
T. Rowe Price Associates Inc. 0.00% Reduce -6.8% 5,815 $803K
Gateway Investment Advisers LLC 0.01% Add +0.9% 5,821 $803K
Rehmann Capital Advisory Group 0.04% Add +3.0% 5,784 $797K
NTV Asset Management LLC 0.08% No change 5,784 $797K
Steadtrust LLC 0.49% No change 5,742 $792K
Calydon Capital 0.13% Reduce -9.4% 5,727 $790K
Radnor Capital Management, LLC 0.12% No change 5,725 $789K
Arvest Bank Trust Division 0.04% Reduce -3.9% 5,722 $789K
CFO4Life Group, LLC 0.11% Add +0.2% 5,709 $787K
Larry Mathis Financial Planning, LLC 0.69% — 5,707 $787K
Banco de Sabadell, S.A 0.51% Reduce -0.9% 5,670 $781K
Diversified Trust Co. 0.01% Reduce -0.5% 5,655 $780K
New Republic Capital, LLC 0.21% Add +140.6% 5,629 $776K
Blue Trust, Inc. 0.01% Add +17.8% 5,610 $774K
Penbrook Management LLC 0.53% No change 5,610 $773K
CVA Family Office, LLC 0.09% No change 5,542 $764K
Mark Sheptoff Financial Planning, LLC 0.36% Add +12.2% 5,516 $760K
Altus Wealth Group LLC 0.30% Add +9.4% 5,498 $758K
Trust Point Inc. 0.06% No change 5,496 $758K
XML Financial, LLC 0.06% Reduce -11.7% 5,486 $756K
Diesslin Group, Inc. 0.30% — 5,434 $749K
Mb, Levis & Associates, LLC 0.31% No change 5,410 $746K
Balyasny Asset Management L.P. 0.00% Reduce -99.4% 5,404 $745K
Modera Wealth Management, LLC 0.01% Add +2.7% 5,398 $744K
Mondrian Investment Partners LTD 0.01% Reduce -5.8% 5,390 $743K
Parkside Financial Bank & Trust 0.06% Add +17.4% 5,383 $742K
First Citizens Bank & Trust Co. 0.02% Add +71.0% 5,366 $740K
Salem Investment Counselors Inc. 0.02% No change 5,337 $736K
Circle Wealth Management, LLC 0.01% Reduce -1.7% 5,330 $735K
Kennebec Savings Bank 0.63% Add +4.3% 5,316 $733K
E&G Advisors, LLC 0.16% Reduce -1.9% 5,281 $728K
Forza Wealth Management, LLC 0.26% Reduce -1.4% 5,274 $727K
Cordatus Wealth Management LLC 0.17% Reduce -3.9% 5,274 $727K
Alhambra Investment Management LLC 0.34% Add +0.1% 5,258 $725K
Insigneo Advisory Services, LLC 0.05% Add +3.2% 5,233 $721K
Allianz Asset Management GmbH 0.00% Add +20.9% 5,200 $717K
Leonard Rickey Investment Advisors P.L.L.C. 0.13% Add +8.5% 5,173 $713K
Heritage Family Offices, LLP 0.32% Reduce -10.7% 5,152 $710K
Chilton Investment Co. Inc. 0.01% No change 5,147 $710K
Simplicity Wealth,LLC 0.04% Add +2.9% 5,137 $708K
Wedbush Securities Inc. 0.02% Add +5.3% 5,134 $708K
Cannell & Spears LLC 0.01% Add +41.6% 5,108 $704K
Freestone Capital Holdings, LLC 0.02% Add +56.2% 5,097 $703K
Sigma Planning Corp 0.02% Reduce -54.4% 5,097 $703K
O'Brien Greene & Co. Inc 0.21% No change 5,081 $701K
SPWM Advisors LLC 0.67% — 5,075 $700K
Nilsine Partners, LLC 0.06% Add +2.2% 5,071 $699K
Capital Analysts, LLC 0.02% No change 5,063 $698K
Regal Investment Advisors LLC 0.04% New 5,050 $696K
Net Worth Advisory Group 0.14% Reduce -23.8% 5,039 $695K
Payne Capital LLC 0.70% No change 5,000 $689K
Rexford Capital Inc. 0.52% No change 4,994 $689K
Cary Street Partners Financial LLC 0.02% Reduce -19.1% 4,982 $687K
Drucker Wealth 3.0, LLC 0.12% Reduce -0.6% 4,977 $686K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -1.7% 4,950 $682K
HBK Sorce Advisory LLC 0.02% Add +26.9% 4,362 $682K
Beddow Capital Management Inc. 0.27% Add +11.0% 4,940 $681K
Benjamin Edwards Inc. 0.01% Add +0.9% 4,936 $681K
JFS Wealth Advisors, LLC 0.04% No change 4,922 $679K
Burns J W & Co. Inc. 0.08% Reduce -5.8% 4,918 $678K
BXM Wealth LLC 0.52% Add +726.9% 42,817 $676K
One Wealth Advisors, LLC 0.08% Add +0.1% 4,896 $675K
Thornburg Investment Management Inc. 0.01% No change 4,889 $674K
Ameritas Advisory Services, LLC 0.03% Add +49.0% 4,875 $672K
Argonautica Private Wealth Management, Inc. 0.20% Add +18.9% 4,871 $672K
Henshaw Capital LLC 0.02% New 4,865 $671K
First American Trust, FSB 0.05% Add +0.0% 4,858 $670K
Cascade Financial Partners, LLC 0.07% Reduce -2.0% 4,833 $666K
Essex Bank 0.14% Add +4.4% 4,812 $663K
CX Institutional 0.02% Reduce -53.3% 4,812 $663K
Frec Markets, Inc. 0.19% — 4,807 $663K
Stokes Family Office, LLC 0.06% New 4,805 $662K
Principle Wealth Partners LLC 0.04% Reduce -0.5% 4,800 $662K
Valley Brook Capital Group, Inc. 0.43% Reduce -3.9% 4,767 $657K
Cadence Bank 0.04% Reduce -7.1% 4,749 $655K
IHT Wealth Management, LLC 0.02% Add +5.5% 4,737 $653K
Rossmore Private Capital 0.06% Add +2.2% 4,727 $652K
Natural Investments, LLC 0.16% Add +17.3% 4,702 $648K
Cullinan Associates Inc. 0.04% No change 4,700 $648K
Bedel Financial Consulting, Inc. 0.07% No change 4,695 $647K
Dakota Wealth Management 0.01% Add +4.8% 4,690 $647K
Visionary Horizons, LLC 0.33% Reduce -3.3% 4,670 $644K
Icon Wealth Advisors, LLC 0.04% Add +5.0% 4,668 $644K
Calamos Wealth Management LLC 0.02% Add +0.5% 4,646 $641K
HUB Investment Partners, LLC 0.02% Add +23.2% 4,641 $640K
Resonant Capital Advisors, LLC 0.04% Add +1.2% 4,640 $640K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +6.6% 4,638 $639K
Syon Capital LLC 0.03% Add +6.6% 4,631 $638K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.2% 4,619 $637K
Jefferies Financial Group Inc. 0.01% New 4,606 $635K
RNC Capital Management LLC 0.03% Add +3.6% 4,598 $634K
Revisor Wealth Management LLC 0.17% Add +90.5% 4,457 $631K
EFG International AG 0.01% — 4,573 $630K
Allen Wealth Management, LLC 0.38% Add +9.6% 4,570 $630K
South Shore Capital Advisors 0.46% — 4,565 $629K
Federation des caisses Desjardins du Quebec 0.00% Reduce -25.4% 4,555 $628K
WASHINGTON TRUST Co 0.02% Reduce -0.8% 4,543 $626K
Atlas Capital Advisors Inc. 0.07% — 4,532 $625K
Summit Financial, LLC 0.01% Reduce -0.6% 4,507 $621K
Stablepoint Partners, LLC 0.10% Reduce -1.8% 4,491 $619K
Cyndeo Wealth Partners, LLC 0.03% Add +0.2% 4,491 $619K
Liberty One Investment Management, LLC 0.08% Reduce -34.2% 4,491 $619K
Oarsman Capital, Inc. 0.08% Reduce -7.3% 4,430 $611K
Clear Harbor Asset Management, LLC 0.04% No change 4,428 $610K
Mill Capital Management, LLC 0.04% No change 4,388 $605K
Sage Mountain Advisors LLC 0.03% Add +0.2% 4,386 $605K
Monument Capital Management 0.15% Add +16.1% 4,386 $605K
Marino, Stram & Associates LLC 0.11% Reduce -0.4% 4,383 $604K
AlTi Global, Inc. 0.01% Add +0.1% 4,381 $604K
Lanark Financial, Inc. 0.05% Add +6.1% 4,359 $601K
Violich Capital Management, Inc. 0.07% No change 4,347 $599K
Curbstone Financial Management Corp 0.11% No change 4,344 $599K
Regatta Capital Group, LLC 0.09% Reduce -1.4% 4,326 $596K
Knightsbridge Asset Management, LLC 0.10% Add +5.3% 4,324 $596K
First City Capital Management, Inc. 0.31% Reduce -2.3% 4,320 $596K
Aureus Asset Management, LLC 0.04% Add +13.1% 4,312 $595K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -1.2% 4,296 $592K
Greenspring Advisors, LLC 0.04% New 4,296 $592K
Pinnacle West Asset Management, Inc. 0.38% Reduce -2.3% 4,270 $589K
GF Fund Management Co. LTD. 0.01% Add +68.1% 4,272 $589K
Cambient Family Office, LLC 0.08% — 4,264 $588K
Tranquilli Financial Advisor LLC 0.34% Reduce -1.6% 4,231 $583K
Foundations Investment Advisors, LLC 0.01% Reduce -22.2% 4,229 $583K
PFG Investments, LLC 0.03% Add +36.9% 4,199 $579K
Tred Avon Family Wealth, LLC 0.19% Add +19.4% 4,188 $577K
Klingman & Associates, LLC 0.03% Add +3.7% 4,139 $571K
Mutual Advisors, LLC 0.01% Add +4.2% 4,136 $570K
D'Orazio & Associates, Inc. 0.07% Add +3.8% 4,128 $569K
Private Wealth Asset Management, LLC 0.06% No change 4,127 $569K
Cromwell Holdings LLC 0.31% No change 4,117 $568K
Opal Wealth Advisors, LLC 0.15% Add +10.2% 4,112 $567K
Texas Yale Capital Corp. 0.02% Add +16.5% 4,092 $564K
Baker Tilly Wealth Management, LLC 0.14% Reduce -0.9% 4,081 $563K
Argyle Capital Partners, LLC 0.41% No change 4,061 $560K
S.A. Mason LLC 0.22% No change 4,040 $557K
Patton Albertson Miller Group, LLC 0.07% Reduce -5.5% 4,023 $555K
Crestwood Advisors Group, LLC 0.01% Add +35.4% 3,979 $549K
Invested Advisors 0.57% Add +3.3% 3,974 $548K
Seven Mile Advisory 0.10% Reduce -15.8% 3,962 $546K
Interchange Capital Partners, LLC 0.10% Reduce -2.6% 3,950 $545K
Burke & Herbert Bank & Trust Co. 0.15% Add +7.9% 3,944 $544K
Aspen Wealth Management LLC 0.11% Reduce -20.8% 3,941 $543K
Strategic Investment Advisors / MI 0.05% Reduce -2.0% 3,940 $543K
Hemenway Trust Co LLC 0.04% Reduce -4.4% 3,930 $542K
Twin Lakes Capital Management, LLC 0.24% No change 3,905 $538K
Summit Trail Advisors, LLC 0.01% Reduce -44.9% 3,888 $536K
YHB Investment Advisors, Inc. 0.04% Reduce -1.5% 3,883 $535K
University of Texas/Texas Am Investment Management Co. 0.08% Reduce -37.2% 3,871 $534K
Independent Financial Group, LLC 0.01% Add +22.4% 3,862 $532K
Intellectus Partners, LLC 0.10% Reduce -15.0% 3,859 $532K
Optas, LLC 0.08% Reduce -0.1% 3,839 $529K
EverSource Wealth Advisors, LLC 0.02% Add +19.4% 3,823 $527K
RiverFront Investment Group, LLC 0.01% Add +0.5% 3,816 $526K
Aspen Investment Management Inc 0.16% New 3,790 $523K
Hollow Brook Wealth Management LLC 0.14% No change 3,788 $522K
Evoke Wealth, LLC 0.01% Add +36.0% 3,785 $522K
Verity & Verity, LLC 0.04% No change 3,778 $521K
Diversify Advisory Services, LLC 0.02% Reduce -30.6% 3,602 $520K
Aull & Monroe Investment Management Corp 0.26% No change 3,771 $520K
Veracity Capital LLC 0.15% No change 3,766 $519K
Altfest L J & Co. Inc. 0.06% No change 3,758 $518K
Davidson Trust Co. 0.21% Reduce -15.3% 3,737 $515K
Acorn Creek Capital LLC 0.18% Add +1.2% 3,727 $514K
Roxbury Financial LLC 0.46% No change 3,717 $512K
GC Wealth Management RIA, LLC 0.02% Reduce -25.0% 3,715 $512K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -2.6% 3,712 $512K
Fiduciary Financial Group, LLC 0.07% Reduce -4.5% 3,677 $507K
Cohen Investment Advisors LLC 0.23% Reduce -1.6% 3,654 $504K
Composition Wealth, LLC 0.01% Add +0.9% 3,651 $503K
Institute for Wealth Management, LLC. 0.05% Reduce -1.8% 3,631 $501K
Moneta Group Investment Advisors LLC 0.00% Reduce -3.1% 3,589 $495K
Wealth Alliance, LLC 0.05% Reduce -1.7% 3,562 $491K
Haven Private, LLC 0.21% Add +4.4% 3,549 $489K
Xponance LLC 0.00% Add +11.5% 3,546 $489K
Community Financial Services Group, LLC 0.09% Reduce -9.5% 3,525 $486K
Equitable Holdings, Inc. 0.00% Reduce -8.5% 3,503 $483K
CreativeOne Wealth, LLC 0.01% Add +37.5% 3,500 $483K
Cherokee Insurance Co 0.20% No change 3,500 $483K
Crew Capital Management, Ltd 0.30% No change 3,499 $482K
Newman Dignan & Sheerar, Inc. 0.10% No change 3,499 $482K
Latitude Advisors, LLC 0.21% No change 3,498 $482K
Sovran Advisors, LLC 0.04% Reduce -2.0% 3,362 $481K
Legacy Capital Group California, Inc. 0.12% Add +9.4% 3,488 $481K
Canopy Partners, LLC 0.16% Add +3.8% 3,479 $480K
Intergy Private Wealth, LLC 0.14% Add +4.0% 3,476 $479K
Jackson Square Capital, LLC 0.09% Reduce -48.4% 3,469 $478K
Journey Strategic Wealth LLC 0.01% Add +2.5% 3,466 $478K
Arvest Investments, Inc. 0.07% Reduce -7.7% 3,462 $477K
Cetera Trust Company, N.A 0.25% Reduce -2.8% 3,452 $476K
CoreFirst Bank & Trust 0.26% Reduce -0.3% 3,450 $476K
Severin Investments, LLC 0.42% Add +26.4% 3,450 $476K
Southland Equity Partners LLC 0.09% Add +0.6% 3,436 $474K
Heck Capital Advisors, LLC 0.04% Add +0.9% 3,436 $474K
Virtu Financial LLC 0.02% New 3,424 $472K
Nwam LLC 0.03% Reduce -5.2% 3,225 $471K
SVB Wealth LLC 0.03% Reduce -2.9% 3,410 $470K
Three Seasons Wealth, LLC 0.04% No change 3,400 $469K
Mitchell Sinkler & Starr 0.21% Add +1.5% 3,393 $468K
Round Hill Asset Management 0.29% No change 3,392 $468K
Smith Salley Wealth Management 0.02% No change 3,392 $468K
Anchyra Partners LLC 0.14% — 3,378 $466K
Riversedge Advisors, LLC 0.08% Add +6.3% 3,371 $465K
Sachetta, LLC 0.25% Reduce -0.5% 3,355 $463K
Pursue Wealth Partners LLC 0.22% No change 3,352 $462K
Cornerstone Wealth Management, LLC 0.02% Reduce -3.5% 3,350 $462K
Wesbanco Bank Inc. 0.01% Reduce -4.9% 3,350 $462K
Alliance Wealth Advisors, LLC 0.10% Reduce -22.8% 3,344 $461K
Pure Financial Advisors, LLC 0.01% Add +26.4% 3,343 $461K
Michels Family Financial, LLC 0.34% Reduce -1.1% 3,342 $461K
Elmwood Wealth Management, Inc. 0.15% No change 3,340 $460K
LaFleur & Godfrey LLC 0.06% No change 3,337 $460K
Hendershot Investments Inc. 0.06% No change 3,331 $459K
DF Dent & Co. Inc. 0.01% Reduce -41.2% 3,331 $459K
Certior Financial Group, LLC 0.31% Add +7.5% 3,321 $458K
Range Financial Group LLC 0.16% Add +6.1% 3,313 $457K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -6.7% 3,306 $456K
Foster Group, Inc. 0.01% Reduce -0.6% 3,296 $454K
Kanawha Capital Management LLC 0.03% Reduce -2.4% 3,294 $454K
Pinnacle Bancorp, Inc. 0.13% Reduce -2.5% 3,293 $454K
Gibbs Wealth Management 0.11% Add +0.3% 3,191 $452K
Ritter Daniher Financial Advisory LLC / DE 0.08% No change 3,272 $451K
Traveka Wealth, LLC 0.18% Reduce -0.7% 3,268 $451K
Chapman Financial Group, LLC 0.31% Reduce -0.7% 3,249 $448K
Wealthcare Advisory Partners LLC 0.01% Add +21.3% 3,244 $447K
Capital Investment Advisory Services, LLC 0.03% Reduce -1.1% 3,226 $445K
Perennial Investment Advisors, LLC 0.04% Add +5.6% 3,224 $444K
LCM Capital Management Inc 0.21% Reduce -0.4% 3,215 $443K
Angeles Wealth Management, LLC 0.02% Add +20.5% 3,200 $441K
King Wealth Management Group 0.05% Reduce -1.8% 3,200 $441K
Capital Investment Advisors, LLC 0.01% Reduce -9.6% 3,199 $441K
Bank of Nova Scotia 0.00% New 3,195 $440K
McDaniel Terry & Co. 0.04% Reduce -0.3% 3,169 $437K
Addison Advisors LLC 0.10% Add +4.1% 3,153 $435K
BSW Wealth Partners 0.05% Add +4.5% 3,143 $433K
Pointe Capital Management LLC 0.21% Reduce -13.4% 3,138 $433K
Grove Bank & Trust 0.05% Add +315.4% 3,124 $431K
Broderick Brian C 0.08% No change 3,121 $430K
Summit Financial Wealth Advisors, LLC 0.06% No change 3,121 $430K
SCS Capital Management LLC 0.00% Add +2.9% 3,114 $429K
Personal Cfo Solutions, LLC 0.07% Add +21.5% 3,111 $429K
Millstone Evans Group, LLC 0.25% No change 3,102 $428K
Lantern Wealth Advisors, LLC 0.23% No change 3,100 $427K
Chicago Partners Investment Group LLC 0.01% Add +9.3% 2,900 $427K
Woodstock Corp. 0.04% No change 3,077 $424K
Thoroughbred Financial Services, LLC 0.03% Add +2.0% 3,080 $424K
Central Pacific Bank - Trust Division 0.05% Reduce -3.1% 3,075 $424K
BCS Wealth Management 0.04% New 3,066 $423K
FLC Capital Advisors 0.08% Reduce -6.7% 3,066 $423K
Argent Advisors, Inc. 0.12% No change 3,058 $422K
TigerOak Management, L.L.C. 0.13% No change 3,050 $421K
Klingenstein Fields & Co. LP 0.02% No change 3,047 $420K
Corient IA LP 0.39% Reduce -39.4% 3,030 $418K
Paces Ferry Wealth Advisors, LLC 0.17% Reduce -1.8% 3,028 $417K
Blake Schutter Theil Wealth Advisors, LLC 0.34% No change 3,011 $415K
J Hagan Capital, Inc. 0.23% No change 3,010 $415K
Sentry LLC 0.11% No change 3,010 $415K
Abner Herrman & Brock LLC 0.04% No change 3,000 $414K
Beacon Investment Advisors LLC 0.17% No change 3,000 $414K
Occidental Asset Management, LLC 0.05% Add +8.3% 2,992 $413K
SYM FINANCIAL Corp 0.04% Add +5.2% 2,990 $412K
Platform Technology Partners 0.09% Add +3.9% 2,984 $411K
IFP Advisors, Inc 0.01% Add +25.3% 2,971 $410K
Intrua Financial, LLC 0.04% Add +20.5% 2,966 $409K
Focus Financial Network, Inc. 0.01% Reduce -6.8% 2,960 $408K
Maia Wealth LLC 0.07% Reduce -4.4% 2,517 $406K
Vicus Capital 0.03% No change 2,936 $405K
Carr Financial Group Corp 0.11% No change 2,923 $403K
Almanack Investment Partners, LLC. 0.07% Reduce -1.1% 2,919 $402K
Bar Harbor Wealth Management 0.02% Reduce -4.9% 2,913 $402K
Canal Capital Management, LLC 0.06% No change 2,906 $401K
Carter Financial Group, INC. 0.24% New 2,886 $398K
Western Wealth Management, LLC 0.02% Add +43.0% 2,884 $398K
Wulff, Hansen & Co. 0.33% Reduce -2.0% 2,865 $395K
one8zero8, LLC 0.09% No change 2,852 $393K
Community Bank & Trust, Waco, Texas 0.08% No change 2,851 $393K
SmartHarvest Portfolios, LLC 0.14% — 2,842 $392K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -9.5% 2,828 $390K
Magnus Financial Group LLC 0.03% No change 2,817 $388K
Elyxium Wealth, LLC 0.11% Add +9.4% 2,802 $386K
XY Capital Ltd 0.39% New 2,800 $386K
Bowen Hanes & Co. Inc. 0.01% New 2,800 $386K
Flywheel Private Wealth LLC 0.24% Reduce -0.0% 2,796 $385K
Thomasville National Bank 0.02% Reduce -1.2% 2,780 $383K
High Net Worth Advisory Group LLC 0.09% No change 2,779 $383K
Analyst IMS Investment Management Services Ltd. 0.01% No change 2,781 $383K
LRI Investments, LLC 0.03% Reduce -4.0% 2,778 $383K
Essex Investment Management Co. LLC 0.06% No change 2,775 $383K
Quad-Cities Investment Group, LLC 0.16% Reduce -1.3% 2,773 $382K
Clear Creek Financial Management, LLC 0.03% Add +8.0% 2,767 $381K
Gotham Asset Management 0.00% Add +40.9% 2,755 $380K
Kintra Wealth, LLC 0.05% Add +8.8% 2,751 $379K
Founders Financial Securities LLC 0.02% Add +4.3% 2,740 $378K
Guardian Wealth Advisors, LLC / NC 0.02% No change 2,733 $377K
Northstar Group, Inc. 0.05% No change 2,729 $376K
Rossby Financial, LCC 0.12% Reduce -0.1% 2,720 $375K
Roundview Capital LLC 0.02% Add +2.5% 2,711 $374K
Ewa, LLC 0.09% Add +6.0% 2,706 $373K
Philadelphia Trust Co. 0.03% No change 2,700 $372K
Kapstone Financial Advisors LLC 0.18% No change 2,695 $372K
Summit Global Investments 0.02% New 2,683 $370K
Beacon Bank & Trust 0.07% No change 2,674 $369K
Flagship Harbor Advisors, LLC 0.02% Reduce -6.3% 2,668 $368K
Watershed Private Wealth LLC 0.11% No change 2,665 $367K
Stegent Equity Advisors, Inc. 0.29% New 2,656 $366K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +2.0% 2,647 $365K
Hilton Head Capital Partners, LLC 0.21% — 2,635 $363K
Peddock Capital Advisors, LLC 0.08% No change 2,632 $363K
Aspiriant, LLC 0.01% Add +38.3% 2,631 $363K
a16z Perennial Management, L.P. 0.03% No change 2,618 $361K
Weatherly Asset Management L. P. 0.03% Reduce -2.8% 2,617 $361K
Moneco Advisors, LLC 0.03% No change 2,614 $360K
Cypress Wealth Services, LLC 0.05% Add +22.6% 2,606 $359K
Eagle Strategies LLC 0.05% No change 2,603 $359K
Meridian Wealth Advisors, LLC 0.05% No change 2,601 $359K
Viewpoint Investment Partners Corp. 0.17% New 2,600 $358K
Jacobs & Co. 0.03% No change 2,600 $358K
Key Financial Inc 0.07% No change 2,592 $357K
Beese Fulmer Investment Management, Inc. 0.02% No change 2,590 $357K
Turtle Creek Wealth Advisors, LLC 0.03% New 2,589 $357K
CNB Bank 0.15% Reduce -16.2% 2,575 $355K
StoneX Group Inc. 0.02% Add +15.3% 2,573 $355K
Grey Ledge Advisors, LLC 0.08% No change 2,573 $355K
Quantum Financial Advisors, LLC 0.04% New 2,564 $353K
Compass Ion Advisors, LLC 0.03% Reduce -6.0% 2,560 $353K
Great Diamond Partners, LLC 0.07% Reduce -3.0% 2,553 $352K
JM2 Capital Inc. 0.28% — 2,547 $351K
Cape Cod Five Cents Savings Bank 0.03% No change 3,039 $350K
Wimmer Associates 1, LLC 0.16% No change 2,524 $348K
Legacy Advisors, LLC 0.04% New 2,524 $348K
Norris Perne & French LLP 0.02% No change 2,521 $348K
Busey Bank 0.01% Reduce -9.8% 2,509 $346K
Drive Wealth Management, LLC 0.07% New 2,481 $342K
Laraway Financial Advisors Inc 0.22% No change 2,467 $340K
Flatrock Wealth Partners LLC 0.16% — 2,461 $339K
CFS Investment Advisory Services, LLC 0.02% No change 2,455 $338K
Oakworth Capital, Inc. 0.02% Add +10.2% 2,455 $338K
Essex LLC 0.06% No change 2,450 $338K
Sheets Smith Wealth Management 0.04% No change 2,450 $338K
Convergence Financial, LLC 0.05% Reduce -13.2% 2,446 $337K
Greenup Street Wealth Management LLC 0.05% Reduce -92.2% 2,444 $337K
JGP Wealth Management, LLC 0.03% Add +34.1% 2,430 $335K
Hopwood Financial Services, Inc. 0.24% No change 2,425 $334K
OneAscent Family Office, LLC 0.23% New 2,416 $333K
IFG Advisory, LLC 0.01% Add +9.3% 2,414 $333K
44 Wealth Management LLC 0.11% New 2,401 $331K
Kingswood Wealth Advisors, LLC 0.02% Add +29.1% 2,389 $329K
Berkeley Capital Partners, LLC 0.08% Add +15.3% 2,384 $329K
Argyle Capital Management, LLC 0.11% No change 2,375 $327K
Van Strum & Towne Inc. 0.09% No change 2,372 $327K
Formidable Asset Management, LLC 0.05% Reduce -8.1% 2,550 $327K
Horizon Wealth Management, LLC 0.05% No change 2,354 $325K
NorthRock Partners, LLC 0.01% Add +23.0% 2,353 $324K
Ethos Financial Group, LLC 0.02% Reduce -26.5% 2,350 $324K
BBR Partners, LLC 0.02% No change 2,343 $323K
Shoker Investment Counsel, Inc. 0.09% No change 2,335 $322K
R Squared Ltd 0.15% Reduce -14.0% 2,333 $322K
Key Client Fiduciary Advisors, LLC 0.11% No change 2,329 $321K
Enterprise Financial Services Corp 0.16% Reduce -1.9% 2,323 $320K
Caldwell Trust Co 0.03% Reduce -21.1% 2,310 $318K
Empower Advisory Group, LLC 0.00% Add +22.9% 2,310 $318K
Viawealth, LLC 0.18% Reduce -14.7% 2,301 $317K
Schmidt P J Investment Management Inc. 0.05% No change 2,300 $317K
National Philanthropic Trust 0.00% Reduce -2.1% 2,299 $317K
Kendall Capital Management 0.07% No change 2,295 $316K
Inscription Capital, LLC 0.03% Add +0.8% 2,291 $316K
Outlook Wealth Advisors, LLC 0.07% Add +1.5% 2,270 $313K
Financial Security Advisor, Inc. 0.06% Add +0.2% 2,264 $312K
RFG Advisory, LLC 0.01% New 2,263 $312K
Ancora Advisors LLC 0.01% Add +15.6% 2,261 $312K
Cannon Advisors, Inc. 0.22% No change 2,130 $311K
Roehl & Yi Investment Advisors, LLC 0.12% Reduce -17.6% 2,257 $311K
Hazlett, Burt & Watson, Inc. 0.10% Add +4.7% 2,250 $311K
Tyche Wealth Partners LLC 0.05% No change 2,250 $310K
Transamerica Financial Advisors, LLC 0.03% Reduce -9.8% 2,245 $310K
Paradigm Capital Management, LLC 0.29% Reduce -1.4% 2,242 $309K
Apella Capital, LLC 0.01% Reduce -2.2% 2,240 $309K
Diversified Enterprises, LLC 0.02% New 2,238 $309K
Braun-Bostich & Associates Inc. 0.19% Add +5.0% 2,233 $308K
Dorato Capital Management 0.23% — 2,104 $308K
Atlantic Edge Private Wealth Management, LLC 0.08% Add +3.5% 2,230 $307K
Transmarket Holdings LP 0.22% — 2,228 $307K
Paradigm Asset Management Co. LLC 0.07% No change 2,228 $307K
Keystone Financial Group 0.02% New 2,225 $307K
Mattern Capital Management, LLC 0.04% No change 2,211 $305K
Dillon & Associates Inc. 0.04% Reduce -1.1% 2,202 $304K
Wealth Dimensions Group, Ltd. 0.06% Reduce -1.7% 2,202 $304K
Cozad Asset Management Inc. 0.02% No change 2,198 $303K
Wealth Group, Ltd. 0.30% — 2,200 $303K
Cary Street Partners Investment Advisory LLC 0.08% Add +14.1% 2,197 $303K
Global Trust Asset Management, LLC 0.12% Reduce -18.5% 2,194 $303K
Equitable Trust Co. 0.01% Add +10.1% 2,191 $302K
Narus Financial Partners, LLC 0.08% No change 2,189 $302K
Farmers National Bank 0.07% Add +1.9% 2,186 $301K
Palladiem, LLC 0.29% — 2,170 $301K
Liberty Wealth Management LLC 0.04% Add +16.3% 2,182 $301K
BIP Wealth, LLC 0.01% Reduce -1.5% 2,180 $301K
MQS Management LLC 0.18% New 2,171 $299K
180 Wealth Advisors, LLC 0.03% Reduce -3.8% 2,157 $297K
Eagle Harbor Asset Management Inc. 0.25% No change 2,157 $297K
Genus Capital Management Inc. 0.03% Reduce -38.9% 2,152 $297K
Vanguard Capital Wealth Advisors 0.24% No change 2,150 $296K
Norden Group LLC 0.03% Add +5.0% 2,148 $296K
RVW Wealth, LLC 0.02% No change 2,148 $296K
Dakota Community Bank & Trust NA 1.01% Add +3.0% 2,143 $295K
Kornitzer Capital Management Inc. 0.01% New 2,140 $295K
Stiles Financial Services Inc 0.09% Reduce -21.2% 2,137 $295K
Prospect Financial Group LLC 0.27% No change 2,134 $294K
55 North Private Wealth, LLC 0.08% — 2,129 $294K
Kovack Advisors, Inc. 0.01% Add +28.6% 2,121 $292K
Capital Asset Advisory Services LLC 0.01% Add +4.3% 2,055 $292K
Armor Investment Advisors, LLC 0.11% Reduce -8.6% 2,119 $292K
Cambiar Investors LLC 0.01% No change 2,114 $291K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -10.3% 2,100 $290K
Boston Trust Walden Corp 0.00% Reduce -2.1% 2,096 $289K
Claro Advisors Inc. 0.04% Reduce -1.9% 2,095 $289K
Koshinski Asset Management, Inc. 0.02% Add +1.2% 2,095 $289K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -2.3% 2,091 $288K
Cauble & Harre Wealth Management, Inc. 0.24% — 2,085 $287K
Merrion Investment Management Co, LLC 0.15% Reduce -5.5% 2,080 $287K
Trek Financial, LLC 0.02% New 2,078 $286K
Livet Wealth, LLC 0.18% — 2,075 $286K
Elk River Wealth Management LLC 0.05% No change 2,060 $284K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 2,062 $284K
Nations Financial Group Inc, /Ia/ 0.01% Add +6.9% 2,056 $284K
F/m Investments LLC 0.01% No change 2,050 $283K
Whalerock Point Partners, LLC 0.06% Reduce -10.5% 2,050 $283K
Hudson Capital Management LLC 0.07% Reduce -0.4% 2,040 $281K
Connecticut Wealth Management, LLC 0.01% No change 2,040 $281K
Ausdal Financial Partners, Inc. 0.01% Add +2.4% 2,039 $281K
Integrated Advisors Network LLC 0.01% Reduce -23.7% 2,038 $281K
Journey Advisory Group, LLC 0.02% New 2,037 $281K
M. Kulyk & Associates, LLC 0.05% Add +2.8% 2,036 $281K
Cornerstone Advisory, LLC 0.03% No change 2,025 $279K
Tower Wealth Partners, Inc. 0.15% Add +7.8% 2,018 $278K
GTS Securities LLC 0.01% Reduce -83.9% 2,018 $278K
Greykasell Wealth Strategies, Inc. 0.11% No change 2,013 $278K
Verity Asset Management, Inc. 0.12% Reduce -20.3% 2,009 $277K
Summitry LLC 0.01% Add +16.1% 2,009 $277K
Keudell/Morrison Wealth Management 0.06% — 2,008 $277K
Peak Asset Management, LLC 0.05% No change 2,000 $276K
Stanley-Laman Group, Ltd. 0.04% No change 2,000 $276K
Jump Financial, LLC 0.00% New 2,000 $276K
Pacifica Partners Inc. 0.12% No change 1,984 $275K
Smith, Moore & Co. 0.02% No change 1,989 $274K
Everpar Advisors LLC 0.10% New 1,986 $274K
Hall Capital Management Co. Inc. 0.11% Add +1.3% 1,985 $274K
Earned Wealth Advisors, LLC 0.02% Add +19.9% 1,973 $272K
Van Diest Capital, LLC 0.40% — 1,963 $271K
Spinnaker Trust 0.01% No change 1,959 $270K
Bruce G. Allen Investments, LLC 0.18% Reduce -20.9% 1,953 $269K
Juncture Wealth Strategies, LLC 0.09% New 1,947 $268K
Barry Investment Advisors, LLC 0.06% No change 1,940 $267K
Causeway Capital Management LLC 0.00% Reduce -5.8% 1,935 $267K
South Street Advisors LLC 0.04% Add +1.8% 1,934 $267K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -8.0% 1,932 $266K
Commonwealth Retirement Investments LLC 0.09% No change 1,931 $266K
Rockland Trust Co. 0.01% Add +4.3% 1,929 $266K
Hummer Financial Advisory Services Inc 0.19% New 1,926 $266K
Manchester Capital Management LLC 0.04% Add +327.3% 1,910 $263K
Sapient Capital LLC 0.00% Add +9.5% 1,898 $263K
August Group Capital Ltd 0.29% — 1,910 $263K
Community Bank, N.A. 0.03% No change 1,906 $263K
Union Savings Bank 0.11% — 1,906 $263K
Nixon Peabody Trust Co. 0.02% Reduce -28.3% 1,902 $262K
Howe & Rusling Inc. 0.02% New 1,896 $261K
Syverson Strege & Co 0.06% New 1,895 $261K
First Nebraska Trust Co 0.02% No change 1,887 $260K
Cura Wealth Advisors, LLC 0.10% Reduce -6.1% 1,867 $257K
Colonial Trust Co / SC 0.03% Reduce -48.3% 1,862 $257K
Ponta Wealth Partners, LLC 0.24% — 1,861 $257K
Plimoth Trust Co. LLC 0.06% Reduce -6.1% 1,847 $255K
Capital Advantage, Inc. 0.03% Add +5.1% 1,846 $255K
Excalibur Management Corp. 0.09% No change 1,828 $252K
Welch Financial Planning, LLC 0.18% — 1,825 $252K
Trace Wealth Advisors, LLC 0.18% No change 1,825 $252K
Meramec Financial Planners, LLC 0.10% — 1,605 $251K
Wayfinding Financial, LLC 0.11% Add +0.2% 1,826 $251K
Moody National Bank Trust Division 0.02% New 1,819 $251K
Traynor Capital Management, Inc. 0.01% No change 1,817 $251K
Ascentis Wealth Management, LLC 0.06% No change 1,816 $250K
Redwood Wealth Management Group, LLC 0.10% Reduce -5.1% 1,815 $250K
Private Wealth Partners, LLC 0.02% No change 1,812 $250K
Fulcrum Equity Management 0.24% Add +3.2% 1,805 $249K
Pallas Capital Advisors LLC 0.01% Add +1.0% 1,801 $248K
Houlihan Financial Resource Group, Ltd. 0.10% New 1,700 $248K
Marks Group Wealth Management, Inc 0.02% Add +9.8% 1,796 $248K
American National Bank & Trust 0.02% No change 1,786 $246K
Financial Perspectives, Inc 0.07% No change 1,774 $245K
Walkner Condon Financial Advisors LLC 0.03% New 1,764 $243K
Ellsworth Advisors, LLC 0.05% No change 1,695 $243K
Schnieders Capital Management, Llc. 0.04% Add +5.3% 1,759 $243K
Peoples Financial Services Corp. 0.11% No change 1,755 $242K
Marietta Wealth Management, LLC 0.03% No change 1,753 $242K
Founders Financial Alliance, LLC 0.05% Reduce -29.6% 1,751 $241K
Goepper Burkhardt LLC 0.08% No change 1,750 $241K
Round Rock Advisors LLC 0.04% No change 1,750 $241K
Daiwa Securities Group Inc. 0.00% Add +20.3% 1,749 $241K
FSM Wealth Advisors, LLC 0.03% Reduce -0.3% 1,746 $241K
Soltis Investment Advisors LLC 0.02% Add +7.6% 1,743 $240K
Verdence Capital Advisors LLC 0.01% Add +0.8% 1,743 $240K
Independence Wealth Advisors, LLC 0.13% — 1,738 $240K
Hurlow Wealth Management Group, Inc. 0.06% Reduce -11.6% 1,735 $239K
Bravera Wealth 0.12% — 1,734 $239K
Endowment Wealth Management, Inc. 0.11% New 1,722 $237K
NorthStar Asset Management LLC 0.11% New 1,719 $237K
Anchor Capital Advisors LLC 0.01% No change 1,718 $237K
Oregon Pacific Wealth Management, LLC 0.24% Reduce -2.9% 1,717 $237K
Prosperity Consulting Group, LLC 0.01% New 1,715 $236K
SJS Investment Consulting Inc. 0.03% Add +32.2% 1,703 $235K
Badgley Phelps Wealth Managers, LLC 0.00% No change 1,695 $234K
Family Capital Management, Inc. 0.10% New 1,690 $233K
Post Resch Tallon Group Inc. 0.20% Add +1.4% 1,689 $233K
Fairscale Capital, LLC 0.15% No change 1,681 $232K
MIdWestOne Financial Group, Inc. 0.03% No change 1,675 $231K
Retirement Planning Group, LLC 0.01% New 1,668 $230K
Crestmont Private Wealth LLC 0.07% New 1,652 $228K
Courier Capital LLC 0.01% Reduce -17.5% 1,648 $227K
Harbor Investment Advisory, LLC 0.02% Add +0.7% 1,646 $227K
Simon Quick Advisors, LLC 0.01% New 1,642 $226K
Benchmark Financial Wealth Advisors, LLC 0.06% No change 1,637 $226K
Old Mission Investment Co LLC 0.05% Reduce -0.1% 1,629 $225K
Westfuller Advisors, LLC 0.09% No change 1,628 $224K
CSS LLC 0.04% New 1,620 $223K
Mattern Wealth Management LLC 0.04% Reduce -5.4% 1,616 $223K
Clearbridge Investments, LLC 0.00% Reduce -23.4% 1,610 $222K
Blue Fin Capital, Inc. 0.03% Reduce -9.0% 1,605 $221K
Leisure Capital Management 0.07% New 1,605 $221K
Azimuth Capital Investment Management LLC 0.01% New 1,598 $220K
Berman McAleer LLC 0.03% No change 1,581 $218K
Brown, Lisle/Cummings, Inc. 0.05% No change 1,578 $218K
Mosaic Family Wealth Partners, LLC 0.02% New 1,568 $216K
Physician Wealth Advisors, Inc. 0.03% Add +1.6% 1,566 $216K
Fiduciary Alliance LLC 0.01% New 1,559 $215K
Heritage Wealth Advisors 0.01% No change 1,556 $215K
CoreCap Advisors, LLC 0.01% Add +10.8% 1,556 $215K
Glenview Trust Co 0.00% Reduce -56.3% 1,554 $214K
JBGlobal.com LLC 0.27% New 1,550 $214K
Argentarii, LLC 0.07% New 1,542 $213K
Childress Capital Advisors, LLC 0.03% New 1,537 $212K
Portfolio Design Labs, LLC 0.03% New 1,531 $211K
John G Ullman & Associates Inc. 0.03% Reduce -48.7% 1,530 $211K
Ledyard National Bank 0.02% Reduce -6.9% 1,528 $211K
Claris Financial LLC 0.11% New 1,526 $210K
Jackson Hole Capital Partners, LLC 0.04% New 1,525 $210K
Adelphi Trust Co 0.17% — 1,515 $209K
Rebalance, LLC 0.01% New 1,500 $207K
Clarkston Capital Partners, LLC 0.00% New 1,500 $207K
WealthSpring Partners, LLC 0.21% — 1,500 $207K
Kelly Financial Services LLC 0.05% New 1,499 $207K
First National Bank of Hutchinson 0.12% New 1,498 $207K
Mitchell Capital Management Co. 0.04% New 1,498 $207K
Ascentis Independent Advisors 0.03% New 1,498 $207K
TCI Wealth Advisors, Inc. 0.01% New 1,497 $206K
MMBG Investment Advisors Co. 0.02% Reduce -57.3% 1,492 $206K
Saratoga Research & Investment Management 0.01% New 1,490 $205K
SHP Wealth Management 0.02% — 1,489 $205K
International Assets Investment Management, LLC 0.01% New 1,488 $205K
Mairs & Power Inc. 0.00% New 1,485 $205K
Garrett Wealth Advisory Group, LLC 0.04% New 1,485 $205K
Liberty Capital Management, Inc. 0.04% New 1,480 $204K
Palumbo Wealth Management LLC 0.05% New 1,477 $204K
Fiduciary Wealth Partners, LLC 0.08% New 1,476 $203K
Engineers Gate Manager LP 0.00% Reduce -85.8% 1,475 $203K
One Wealth Capital Management, LLC 0.09% New 1,470 $203K
PFG Advisors 0.01% Reduce -12.8% 1,469 $203K
Crawford Investment Counsel Inc. 0.00% New 1,466 $202K
Kestra Investment Management, LLC 0.00% New 1,463 $202K
First County Bank 0.11% Reduce -18.5% 1,462 $202K
Clarus Group, Inc. 0.07% New 1,461 $201K
Chicago Capital, LLC 0.01% New 1,460 $201K
Integris Wealth Management, LLC 0.05% New 1,459 $201K
Caitong International Asset Management Co., Ltd 0.05% New 1,459 $201K
PFW Advisors LLC 0.06% New 1,457 $201K
MFA Wealth Services 0.14% New 1,456 $201K
CPC Advisors, LLC 0.02% New 1,455 $201K
Professional Advisory Services Inc. 0.02% New 1,450 $200K
HHM Wealth Advisors, LLC 0.02% Reduce -0.1% 1,449 $200K
Larson Financial Group LLC 0.01% Add +1.4% 1,440 $199K
Colonial Trust Advisors 0.01% Reduce -23.3% 1,436 $198K
Piscataqua Savings Bank 0.14% No change 1,429 $197K
North Star Investment Management Corp. 0.01% Add +3.6% 1,426 $197K
Cascades Capital Asset Management, LLC 0.08% No change 1,425 $196K
Hills Bank & Trust Co 0.01% No change 1,412 $195K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -11.1% 1,367 $189K
Avalon Trust Co 0.01% Reduce -14.0% 1,367 $188K
TrustBank 0.08% — 1,362 $188K
Rosenberg Matthew Hamilton 0.04% No change 1,342 $185K
GHP Investment Advisors, Inc. 0.01% Add +4.7% 1,308 $180K
Prestige Wealth Management Group LLC 0.03% Add +207.1% 1,305 $180K
Nisa Investment Advisors, LLC 0.00% Add +7.3% 1,300 $179K
United Community Bank 0.07% No change 1,296 $179K
CDKV Holdings LLC 0.15% — 1,291 $178K
Concord Wealth Partners 0.02% No change 1,287 $177K
Monetary Management Group Inc. 0.04% No change 1,259 $174K
Strategic Wealth Partners, Ltd. 0.01% Add +8.9% 1,258 $173K
SBI Securities Co., Ltd. 0.00% Reduce -80.4% 1,235 $170K
Tacita Capital Inc 0.10% No change 1,200 $165K
PEAK6 LLC 0.00% Reduce -44.4% 1,136 $157K
Evermay Wealth Management LLC 0.02% Reduce -4.1% 1,116 $154K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,094 $151K
Employees Retirement System of Texas 0.00% Reduce -39.5% 1,086 $150K
Barnes Dennig Private Wealth Management LLC 0.15% New 1,086 $150K
McMillan Office, Inc. 0.02% — 1,068 $147K
Cape Investment Advisory, Inc. 0.04% Add +23.6% 1,015 $140K
State of Wyoming 0.02% Reduce -4.8% 1,002 $138K
Glen Eagle Advisors, LLC 0.02% Reduce -0.8% 1,001 $138K
Dunhill Financial, LLC 0.04% Reduce -0.8% 987 $136K
Pandora Wealth, Inc. 0.08% No change 977 $135K
Laurel Wealth Advisors LLC 0.02% New 974 $134K
High Note Wealth, LLC 0.03% No change 974 $134K
Citizens National Bank Trust Department 0.02% No change 925 $128K
Root Financial Partners, LLC 0.01% Add +1.9% 916 $126K
CGC Financial Services, LLC 0.03% No change 872 $120K
City State Bank 0.03% Add +0.1% 856 $118K
Smithfield Trust Co 0.01% Add +11.5% 863 $118K
Cornerstone Financial Management LLC 0.11% — 855 $118K
Abound Financial, LLC 0.05% New 848 $117K
Garner Asset Management Corp 0.04% New 840 $116K
MCF Advisors LLC 0.01% Add +214.0% 829 $114K
Edmond DE Rothschild Holding S.A. 0.00% No change 800 $110K
Crews Bank & Trust 0.02% No change 786 $108K
Wealth Enhancement Trust Services, Inc. 0.01% — 754 $104K
Bfsg, LLC 0.01% Add +7.9% 750 $103K
Salomon & Ludwin, LLC 0.01% Add +64.1% 750 $103K
Washington Trust Advisors, Inc. 0.01% No change 739 $102K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +106.2% 730 $101K
Golden State Wealth Management, LLC 0.01% No change 710 $98K
IMA Advisory Services, Inc. 0.01% Add +10.9% 710 $98K
MeadowBrook Investment Advisors LLC 0.08% No change 700 $97K
10Elms LLP 0.10% No change 700 $97K
Evelyn Partners Investment Management LLP 0.00% No change 700 $97K
Clearstead Trust, LLC 0.02% No change 696 $96K
Bullock Wealth Management Group 0.05% — 693 $96K
WealthCollab, LLC 0.04% Add +3.8% 692 $95K
Triumph Capital Management 0.02% New 676 $93K
MTM Investment Management, LLC 0.03% No change 657 $91K
Murphy & Mullick Capital Management Corp 0.06% No change 650 $90K
Adkins Seale Capital Management LLC 0.09% — 641 $88K
Lodestone Wealth Management LLC 0.04% New 641 $88K
Costello Asset Management, INC 0.03% Reduce -3.3% 638 $88K
Hanson & Doremus Investment Management 0.01% Reduce -7.3% 625 $86K
Compagnie Lombard Odier SCmA 0.00% No change 612 $84K
Camelot Portfolios, LLC 0.05% New 600 $83K
First Financial Corp. 0.03% No change 599 $83K
Purpose Unlimited Inc. 0.00% — 594 $82K
Tripletail Wealth Management, LLC 0.10% No change 590 $81K
Kelleher Financial Advisors 0.02% No change 584 $81K
Advisors Preferred, LLC 0.01% New 570 $79K
Wellington Grp LLC 0.03% — 571 $79K
Tompkins Financial Corp. 0.01% No change 560 $77K
Ameriflex Group, Inc. 0.04% Add +479.2% 556 $77K
Sound Income Strategies, LLC 0.00% Add +262.3% 529 $76K
Duncker Streett & Co. Inc. 0.01% No change 552 $76K
Financial Management Professionals, Inc. 0.01% Add +2.2% 548 $76K
Richardson Capital Management LLC 0.04% No change 535 $74K
Parvin Asset Management, LLC 0.06% No change 525 $72K
Pin Oak Investment Advisors Inc. 0.05% No change 462 $72K
Sunbelt Securities, Inc. 0.00% Reduce -2.3% 521 $72K
Maseco LLP 0.00% Add +22.9% 520 $72K
Marshall & Sterling Wealth Advisors Inc. 0.05% Reduce -0.2% 504 $70K
First PREMIER Bank 0.02% Reduce -7.9% 500 $69K
Centennial Bank 0.03% No change 500 $69K
Orion Capital Management LLC 0.02% Reduce -6.2% 500 $69K
Provenance Wealth Advisors, LLC 0.01% No change 500 $69K
True Wealth Design, LLC 0.02% Reduce -0.4% 496 $68K
GW&K Investment Management, LLC 0.00% Add +5.3% 495 $68K
Beacon Financial Strategies CORP 0.04% New 489 $67K
Optima Capital LLC 0.03% New 489 $67K
Westside Investment Management, Inc. 0.01% No change 484 $67K
LOM Asset Management Ltd 0.02% No change 475 $65K
United Financial Planning Group LLC 0.04% Add +5.1% 473 $65K
ORG Partners LLC 0.01% Add +124.3% 471 $65K
Litman Gregory Wealth Management LLC 0.00% New 470 $65K
Missouri Trust & Investment Co 0.02% No change 459 $63K
Trust Co 0.01% Add +53.0% 459 $63K
Union Bancaire Privee, UBP SA 0.00% Add +113.5% 600 $62K
Creative Financial Designs Inc. 0.00% Reduce -1.1% 444 $61K
Harbor Asset Planning, Inc. 0.05% No change 441 $61K
Asset Dedication, LLC 0.00% Add +30.5% 428 $59K
Richardson Financial Services Inc. 0.02% Reduce -30.5% 422 $58K
WPG Advisers, LLC 0.04% Add +95.8% 421 $58K
Barclays PLC 0.00% Reduce -27.4% 409 $56K
Fourth Dimension Wealth, LLC 0.02% No change 400 $55K
Hilltop National Bank 0.01% Reduce -25.6% 400 $55K
Bogart Wealth, LLC 0.00% No change 392 $54K
Quaker Wealth Management, LLC 0.02% Add +8.2% 381 $53K
Strategic Wealth Advisors LLC 0.04% — 382 $52K
Toronto Dominion Bank 0.00% No change 375 $52K
McIlrath & Eck, LLC 0.00% No change 375 $52K
Broadwater Capital Management LLC 0.04% No change 370 $51K
Wellington-Altus USA Inc. 0.04% — 367 $51K
Vermillion Wealth Management, Inc. 0.02% No change 365 $50K
Elevation Wealth Partners, LLC 0.02% No change 350 $48K
Cornerstone Planning Group LLC 0.01% Add +15950.0% 321 $47K
Country Trust Bank 0.00% No change 342 $47K
Zions Bancorporation, National Association 0.00% Add +0.6% 339 $47K
SOA Wealth Advisors, LLC. 0.01% No change 334 $46K
AdvisorNet Financial, Inc 0.00% Add +75.3% 326 $45K
Aventura Private Wealth, LLC 0.02% No change 324 $45K
Essential Partners LLC 0.01% Add +93.9% 320 $44K
Raffa Wealth Management, LLC 0.01% Add +6.1% 314 $43K
Solstein Capital, LLC 0.02% No change 300 $41K
Legacy Bridge, LLC 0.02% No change 292 $40K
Albion Financial Group 0.00% No change 281 $39K
Alerus Financial NA 0.00% No change 281 $39K
Retirement Wealth Solutions LLC 0.02% No change 277 $38K
Signature Equity Partners, LLC 0.02% — 273 $38K
South Plains Financial, Inc. 0.02% No change 271 $37K
Rakuten Securities, Inc. 0.01% Reduce -72.8% 269 $37K
New Millennium Group LLC 0.02% No change 267 $37K
Medallion Wealth Advisors, LLC 0.01% Add +16.2% 265 $37K
Highline Wealth Partners LLC 0.01% Add +1.9% 263 $36K
Measured Wealth Private Client Group, LLC 0.01% No change 259 $36K
Bank of New Hampshire 0.01% No change 255 $35K
Nalls Sherbakoff Group, LLC 0.02% No change 250 $34K
Garton & Associates Financial Advisors LLC 0.02% — 250 $34K
Resources Management Corp. /CT/ 0.00% No change 250 $34K
Valley Wealth Managers, Inc. 0.00% No change 245 $34K
Frazier Financial Advisors, LLC 0.02% Add +21.0% 242 $33K
Tsfg, LLC 0.00% No change 233 $32K
2UniFi Bank 0.02% Add +425.0% 231 $32K
Pflug Koory, LLC 0.01% Reduce -57.1% 225 $31K
Webster Bank, N. A. 0.00% No change 225 $31K
Adirondack Trust Co. 0.01% No change 220 $30K
Nexus Investment Management ULC 0.00% No change 220 $30K
Bell Investment Advisors, Inc 0.00% Add +113.0% 213 $29K
Center for Financial Planning, Inc. 0.00% No change 210 $29K
Red Tortoise LLC 0.01% No change 207 $29K
N.E.W. Advisory Services LLC 0.00% No change 207 $29K
CrossGen Wealth, LLC 0.03% — 206 $28K
Crewe Advisors LLC 0.00% Reduce -74.9% 206 $28K
Coston, McIsaac & Partners 0.01% Add +21.2% 206 $28K
TrinityBridge Ltd 0.00% No change 200 $28K
Smallwood Wealth Investment Management, LLC 0.01% No change 200 $28K
Boyd Watterson Asset Management LLC 0.01% No change 193 $27K
Park Place Capital Corp 0.01% Add +23.0% 187 $26K
Quintet Private Bank (Europe) S.A. 0.00% No change 181 $25K
Arlington Trust Co LLC 0.00% New 179 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +2833.3% 176 $24K
Bayban 0.02% — 175 $24K
First United Bank & Trust 0.01% No change 175 $24K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 171 $24K
Keating Financial Advisory Services, Inc. 0.00% — 171 $24K
CBIZ Investment Advisory Services, LLC 0.00% New 167 $23K
Innovative Advisory Group, LLC 0.01% No change 165 $23K
TFC Financial Management, Inc. 0.00% No change 162 $22K
Proathlete Wealth Management LLC 0.01% No change 162 $22K
Copia Wealth Management 0.02% No change 160 $22K
Financial Consulate, Inc. 0.00% Add +24.2% 154 $21K
City Holding Co. 0.00% No change 152 $21K
Imprint Wealth LLC 0.10% No change 150 $21K
Towne Trust Company, N.A 0.01% New 149 $21K
MJT & Associates Financial Advisory Group, Inc. 0.02% Reduce -10.3% 148 $20K
Bullseye Investment Management, LLC 0.01% New 146 $20K
Wealth Watch Advisors, INC 0.01% Add +6.8% 142 $20K
Financial Network Wealth Advisors LLC 0.02% Add +59.8% 139 $19K
Cedar Mountain Advisors, LLC 0.00% Reduce -2.1% 139 $19K
Hollencrest Capital Management 0.00% Reduce -43.1% 132 $18K
SWAN Capital LLC 0.01% New 131 $18K
First Command Advisory Services, Inc. 0.00% Add +30.0% 130 $18K
Hager Investment Management Services, LLC 0.01% Add +48.8% 128 $18K
Bare Financial Services, Inc 0.00% No change 124 $17K
Princeton Global Asset Management LLC 0.00% No change 123 $17K
High Point Wealth Management, LLC 0.02% — 123 $17K
Lavaca Capital LLC 0.00% No change 119 $16K
Abound Wealth Management 0.00% Add +680.0% 117 $16K
Armstrong Advisory Group, Inc. 0.00% No change 116 $16K
Pacific Center for Financial Services 0.00% No change 123 $16K
Navalign, LLC 0.00% New 113 $16K
Darwin Wealth Management, LLC 0.00% No change 112 $16K
Principia Wealth Advisory, LLC 0.01% Add +1.9% 110 $15K
Asset Planning,Inc 0.01% No change 107 $15K
Park Square Financial Group, LLC 0.09% Reduce -13.3% 150 $15K
Legacy Wealth Managment, LLC 0.01% Reduce -57.5% 104 $14K
Hamrick Investment Counsel, llc 0.01% — 100 $14K
Horrell Capital Management, Inc. 0.01% No change 100 $14K
Westend Capital Management, LLC 0.00% No change 100 $14K
West Branch Capital LLC 0.00% No change 100 $14K
First Community Trust NA 0.01% No change 98 $14K
New England Capital Financial Advisors LLC 0.00% No change 91 $13K
Aventus Investment Advisors, Inc. 0.01% No change 90 $12K
MV Capital Management, Inc. 0.00% Add +29.4% 88 $12K
Access Investment Management LLC 0.00% No change 93 $12K
Archer Investment Corp 0.00% Reduce -50.3% 86 $12K
Entrust Financial LLC 0.01% — 85 $12K
Prudent Man Investment Management, Inc. 0.00% No change 84 $12K
Basepoint Wealth LLC 0.01% New 84 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 83 $11K
Strategic Investment Solutions, Inc. 0.00% No change 80 $11K
Nemes Rush Group LLC 0.00% New 80 $11K
Beaird Harris Wealth Management, LLC 0.00% No change 78 $11K
Quattro Advisors LLC 0.01% — 67 $9K
Mascoma Wealth Management LLC 0.00% No change 67 $9K
Safe Harbor Fiduciary, LLC 0.01% — 66 $9K
Whipplewood Advisors, LLC 0.01% New 66 $9K
Robinswood Financial LLC 0.00% No change 66 $9K
Boreal Capital Management LLC 0.01% No change 65 $9K
Kohmann Bosshard Financial Services, LLC 0.00% New 65 $9K
Caitlin John, LLC 0.01% No change 62 $9K
Stephens Consulting, LLC 0.00% New 61 $8K
Tucker Asset Management LLC 0.00% New 60 $8K
Creative Capital Management Investments LLC 0.00% No change 59 $8K
Team Financial Group, LLC 0.00% No change 58 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 56 $8K
Strive Financial Group ,LLC 0.00% — 55 $8K
Fortitude Family Office, LLC 0.00% No change 53 $7K
Ninety One UK Ltd 0.00% No change 52 $7K
Vision Retirement, LLC 0.00% — 52 $7K
Jessup Wealth Management, Inc 0.00% New 51 $7K
Cedar Wealth Management, LLC 0.00% No change 50 $7K
Indiana Trust & Investment Management Co 0.00% Reduce -33.3% 50 $7K
Morse Asset Management, Inc 0.00% No change 49 $7K
Godfrey Financial Associates, Inc. 0.01% — 45 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 45 $6K
Signature Resources Capital Management, LLC 0.00% No change 45 $6K
Ankerstar Wealth, LLC 0.01% — 44 $6K
Wealth Preservation Advisors, LLC 0.00% No change 39 $5K
Maryland Capital Advisors Inc. 0.00% No change 39 $5K
Hughes Financial Services, LLC 0.00% No change 39 $5K
Quent Capital, LLC 0.00% No change 36 $5K
Acumen Wealth Advisors, LLC 0.00% — 35 $5K
FWL Investment Management, LLC 0.00% New 34 $5K
Johnson Financial Group, Inc. 0.00% New 33 $5K
TD Capital Management LLC 0.00% Add +57.1% 33 $4K
Paladin Partners, LLC 0.00% — 31 $4K
Thompson Investment Management, Inc. 0.00% No change 31 $4K
Estate Planners Group, LLC 0.00% — 30 $4K
Stone House Investment Management, LLC 0.00% Add +8.0% 27 $4K
NFSG Corp 0.00% Reduce -60.3% 27 $4K
American Capital Advisory, LLC 0.00% Add +8.3% 26 $4K
Evolution Wealth Management Inc. 0.00% New 25 $3K
DecisionPoint Financial, LLC 0.00% No change 25 $3K
Redmont Wealth Advisors LLC 0.01% Reduce -50.0% 24 $3K
Dogwood Wealth Management LLC 0.00% New 22 $3K
Navigoe, LLC 0.00% No change 23 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 22 $3K
Kozak & Associates, Inc. 0.00% No change 21 $3K
Nvwm, LLC 0.00% No change 20 $3K
Hartford Financial Management Inc. 0.00% No change 19 $3K
Marquette Asset Management, LLC 0.00% No change 17 $2K
Lummis Asset Management, LP 0.00% New 16 $2K
Corsicana & Co. 0.00% No change 16 $2K
Horizon Investments, LLC 0.00% Reduce -52.9% 16 $2K
Advocate Investing Services LLC 0.00% — 15 $2K
Kilter Group LLC 0.00% Reduce -17.6% 14 $2K
Granite FO LLC 0.00% No change 14 $2K
Luminist Capital LLC 0.00% New 13 $2K
Plante Moran Financial Advisors, LLC 0.00% No change 12 $2K
Winch Advisory Services, LLC 0.00% No change 11 $2K
Networth Advisors, LLC 0.00% — 10 $1K
Gold Investment Management Ltd. 0.00% No change 10 $1K
Nova Wealth Management, Inc. 0.00% No change 8 $1K
KERR FINANCIAL PLANNING Corp 0.00% Reduce -73.1% 7 $1K
Reyes Financial Architecture, Inc. 0.00% New 7 $965
Virtus Advisers, LLC 0.00% New 7 $965
Bridge Generations Wealth Management LLC 0.00% No change 5 $690
McGuire Capital Advisors Inc. 0.00% — 4 $551
Turning Point Benefit Group, Inc. 0.00% No change 4 $551
Financial Freedom, LLC 0.00% No change 3 $452
Kingdom Financial Group LLC. 0.00% New 1 $194
Walleye Capital LLC 0.00% Reduce -100.0% 1 $138
MidFirst Bank 0.00% — 290 $0

"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.