Novartis AG-Sponsored ADRNVS
13F holders, Q4 2025 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $295.4M |
| Exits | 66 | $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.