Novartis AG-Sponsored ADRNVS
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,605 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 90 from Q4 2025. 175 opened new positions and 85 sold out. The largest holders were Fisher Asset Management ($2.1B), Morgan Stanley ($1.3B) and Dimensional Fund Advisors LP ($1.2B). 8 famous investors held it, including Ken Fisher (0.7% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 175 | $464.7M |
| Exits | 85 | $178.8M |
All 13F filers, Q4 2025 → Q1 2026: 23,170,450 shares bought and 11,973,485 shares sold, net +11,196,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,605 holders
| Fisher Asset Management | 0.72% | Add +86.0% | 13,885,749 | $2.1B |
| Morgan Stanley | 0.08% | Reduce -3.9% | 8,527,037 | $1.3B |
| Dimensional Fund Advisors LP | 0.26% | Reduce -4.9% | 8,110,116 | $1.2B |
| Primecap Management Co. | 0.91% | Reduce -0.2% | 7,567,354 | $1.2B |
| Dodge & Cox | 0.58% | Reduce -22.7% | 6,967,383 | $1.1B |
| Goldman Sachs Group Inc. | 0.13% | Add +137.7% | 6,525,771 | $996.8M |
| Loomis Sayles & Co. L P | 1.12% | Reduce -1.9% | 5,426,100 | $828.8M |
| Bank of America Corp. | 0.06% | Add +9.1% | 4,962,794 | $758.1M |
| Franklin Resources Inc. | 0.13% | Reduce -23.9% | 3,409,944 | $520.9M |
| BlackRock, Inc. | 0.01% | Add +5.0% | 2,949,760 | $450.6M |
| Northern Trust Corp. | 0.06% | Add +18.5% | 2,786,228 | $425.6M |
| GQG Partners LLC | 0.59% | Reduce -22.5% | 2,447,272 | $373.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +29.7% | 2,311,384 | $353.1M |
| Janus Henderson Group PLC | 0.17% | Add +1.9% | 2,275,938 | $347.6M |
| Natixis Advisors, LLC | 0.48% | Add +166.7% | 2,236,156 | $341.6M |
| Cullen Capital Management, LLC | 3.19% | Reduce -2.1% | 2,037,962 | $311.3M |
| Raymond James Financial Inc. | 0.09% | Add +4.7% | 1,931,873 | $295.1M |
| Wells Fargo & Company | 0.06% | Add +2.9% | 1,895,677 | $289.6M |
| UBS Group AG | 0.05% | Add +31.7% | 1,793,153 | $273.9M |
| JPMorgan Chase & Co. | 0.02% | Add +204.5% | 1,804,676 | $271.4M |
| Jones Financial Companies LLLP | 0.13% | Add +828.1% | 1,821,796 | $270.1M |
| FMR LLC | 0.01% | Add +1.9% | 1,692,993 | $258.6M |
| Principal Financial Group Inc. | 0.13% | Reduce -15.3% | 1,532,789 | $234.1M |
| WCM Investment Management, LLC | 0.50% | New | 1,463,180 | $220.0M |
| State Street Corp. | 0.01% | Reduce -4.4% | 1,385,892 | $216.2M |
| Renaissance Technologies | 0.27% | Reduce -17.2% | 1,111,833 | $169.8M |
| Chevy Chase Trust Holdings, LLC | 0.46% | Reduce -1.1% | 1,049,794 | $160.4M |
| Truist Financial Corp. | 0.19% | Add +6.1% | 941,818 | $143.9M |
| Van Eck Associates Corp. | 0.10% | Reduce -7.2% | 891,803 | $136.2M |
| Earnest Partners LLC | 0.56% | Reduce -3.9% | 885,290 | $135.2M |
| Lord, Abbett & Co. LLC | 0.43% | Add +126.8% | 830,286 | $126.8M |
| American Century Companies Inc. | 0.06% | Add +13.7% | 703,178 | $107.4M |
| LPL Financial LLC | 0.03% | Add +2.1% | 620,427 | $94.8M |
| Sei Investments Co. | 0.09% | Add +9.6% | 619,274 | $94.6M |
| Royal Bank of Canada | 0.02% | Add +7.1% | 618,710 | $94.5M |
| Scharf Investments, LLC | 2.77% | Reduce -38.8% | 589,232 | $90.0M |
| Harding Loevner LP | 0.92% | Reduce -3.2% | 584,255 | $89.2M |
| Bristol John W & Co. Inc. | 1.41% | Reduce -1.4% | 561,837 | $85.8M |
| NewEdge Wealth, LLC | 1.00% | Add +8.2% | 546,505 | $83.5M |
| CIBC Bancorp USA Inc. | 0.11% | — | 537,813 | $82.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.5% | 532,554 | $81.4M |
| Creative Planning | 0.05% | Add +20.5% | 528,814 | $80.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.18% | Reduce -22.4% | 505,440 | $77.2M |
| Harvest Portfolios Group Inc. | 1.15% | Reduce -7.6% | 454,681 | $69.5M |
| Corient Private Wealth LP | 0.10% | Reduce -8.2% | 440,526 | $67.2M |
| Todd Asset Management LLC | 1.29% | Reduce -0.5% | 432,007 | $66.0M |
| Assetmark, Inc. | 0.13% | Reduce -0.6% | 403,774 | $61.7M |
| TCTC Holdings, LLC | 1.71% | Reduce -0.1% | 393,864 | $60.2M |
| First Trust Advisors LP | 0.04% | Reduce -1.4% | 366,559 | $56.0M |
| Jane Street Group, LLC | 0.06% | New | 366,467 | $56.0M |
| Citigroup Inc. | 0.03% | Add +388.9% | 348,789 | $53.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +18.9% | 345,410 | $52.8M |
| Quantinno Capital Management LP | 0.09% | Add +13.1% | 340,728 | $52.0M |
| Cerity Partners LLC | 0.07% | Add +11.9% | 329,910 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 327,817 | $50.1M |
| Marshall Wace, LLP | 0.05% | Reduce -53.5% | 322,056 | $49.2M |
| O'shaughnessy Asset Management, LLC | 0.25% | Add +6.7% | 320,027 | $48.9M |
| Stifel Financial Corp. | 0.04% | Add +16.6% | 317,717 | $48.5M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -2.5% | 311,826 | $47.6M |
| Saturna Capital Corp. | 0.67% | Reduce -0.5% | 311,008 | $47.5M |
| Point72 Asset Management | 0.08% | New | 283,837 | $43.4M |
| Cookson Peirce & Co. Inc. | 1.83% | Add +5.5% | 283,617 | $43.3M |
| Focus Partners Wealth | 0.05% | Add +34.5% | 280,428 | $42.8M |
| GMO | 0.11% | Reduce -7.9% | 275,637 | $42.1M |
| US Bancorp \de | 0.05% | Add +0.6% | 268,858 | $41.1M |
| Teachers Retirement System of the State of Kentucky | 0.32% | Reduce -2.5% | 267,950 | $40.9M |
| Woodley Farra Manion Portfolio Management Inc. | 1.98% | Reduce -55.8% | 266,061 | $40.6M |
| HighTower Advisors, LLC | 0.04% | Add +5.3% | 264,639 | $40.4M |
| Bank of Montreal | 0.02% | Reduce -73.7% | 259,345 | $39.6M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +157.5% | 258,000 | $39.4M |
| Clark Capital Management Group, Inc. | 0.24% | Reduce -43.5% | 251,894 | $38.5M |
| Integral Health Asset Management, LLC | 2.02% | No change | 250,000 | $38.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +116.9% | 246,655 | $37.7M |
| Midwest Trust Co | 0.46% | Reduce -3.0% | 242,228 | $37.0M |
| Mariner, LLC | 0.04% | Add +2.1% | 241,552 | $36.9M |
| AQR Capital Management | 0.02% | Add +25.3% | 233,871 | $35.7M |
| First Financial Bankshares Inc | 0.71% | Add +2.7% | 230,854 | $35.3M |
| MML Investors Services, LLC | 0.10% | Reduce -5.4% | 229,593 | $35.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.7% | 220,134 | $33.6M |
| Oppenheimer Asset Management Inc. | 0.38% | Reduce -1.4% | 217,125 | $33.2M |
| D.A. Davidson & Co. | 0.20% | Reduce -3.1% | 212,815 | $32.5M |
| Promethos Capital, LLC | 8.34% | Reduce -9.7% | 203,093 | $31.0M |
| Cetera Investment Advisers | 0.03% | Add +13.5% | 203,045 | $31.0M |
| Tidal Investments LLC | 0.09% | Reduce -14.6% | 193,177 | $29.4M |
| Brandes Investment Partners, LP | 0.20% | Reduce -27.9% | 189,570 | $29.0M |
| Brown Advisory Inc. | 0.05% | Add +0.4% | 189,167 | $28.9M |
| Godsey & Gibb, Inc. | 2.47% | Reduce -2.9% | 185,572 | $28.3M |
| Ferguson Wellman Capital Management, Inc. | 0.38% | New | 182,356 | $27.9M |
| New York State Common Retirement Fund | 0.04% | Reduce -4.3% | 177,396 | $27.1M |
| M&T Bank Corp | 0.09% | Add +13.3% | 174,095 | $26.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +46.0% | 173,137 | $26.4M |
| Foresight Global Investors, Inc. | 17.06% | Reduce -0.0% | 172,053 | $26.3M |
| Osaic Holdings, Inc. | 0.04% | Add +1.4% | 169,012 | $25.8M |
| Managed Asset Portfolios, LLC | 3.01% | Reduce -17.3% | 164,288 | $25.1M |
| Parkwood LLC | 2.21% | Add +10.9% | 163,364 | $25.0M |
| Martin Investment Management, LLC | 7.42% | Reduce -23.3% | 162,204 | $24.8M |
| Captrust Financial Advisors | 0.04% | Reduce -0.1% | 161,008 | $24.6M |
| Mercer Global Advisors Inc. | 0.04% | Add +3.0% | 160,764 | $24.6M |
| Grandfield & Dodd, LLC | 1.35% | Add +1.0% | 156,906 | $24.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.0% | 156,615 | $23.9M |
| Oak Associates Ltd. | 1.61% | Reduce -0.4% | 156,362 | $23.9M |
| QRG Capital Management, Inc. | 0.24% | Add +13.3% | 150,844 | $23.0M |
| Douglas Lane & Associates, LLC | 0.32% | Reduce -3.9% | 145,118 | $22.2M |
| &partners | 0.11% | Add +7.2% | 142,824 | $21.8M |
| ProVise Management Group, LLC | 1.55% | Reduce -2.3% | 141,200 | $21.6M |
| Neuberger Berman Group LLC | 0.02% | Add +17.2% | 140,620 | $21.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -59.3% | 139,562 | $21.3M |
| Fiera Capital Corp | 0.07% | Add +11.9% | 139,111 | $21.2M |
| Pathstone Holdings, LLC | 0.08% | Add +15.2% | 136,897 | $20.9M |
| Ingalls & Snyder LLC | 0.74% | Add +2.3% | 135,882 | $20.8M |
| Coleford Investment Management Ltd. | 5.08% | Add +1.5% | 135,620 | $20.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -20.7% | 147,794 | $20.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +472.7% | 126,885 | $19.4M |
| Blair William & Co. | 0.06% | Add +55.5% | 126,421 | $19.3M |
| GW Henssler & Associates Ltd. | 0.90% | Reduce -2.8% | 125,512 | $19.2M |
| Capital Wealth Planning, LLC | 0.11% | Reduce -23.3% | 125,419 | $19.2M |
| BNP Paribas Financial Markets | 0.01% | Add +60.6% | 121,040 | $18.5M |
| Vanguard Personalized Indexing Management, LLC | 0.18% | Reduce -7.5% | 120,635 | $18.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +9.3% | 118,307 | $18.1M |
| Quadrature Capital Ltd | 0.21% | Add +153.6% | 114,289 | $17.5M |
| Invesco Ltd. | 0.00% | Reduce -35.5% | 113,344 | $17.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +16.5% | 113,276 | $17.3M |
| Wilkins Investment Counsel Inc. | 2.47% | Reduce -3.2% | 112,677 | $17.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -86.2% | 108,597 | $16.6M |
| Exencial Wealth Advisors, LLC | 0.52% | Add +13.7% | 108,594 | $16.6M |
| Edgemoor Investment Advisors, Inc. | 1.31% | Add +0.2% | 108,581 | $16.6M |
| Boston Common Asset Management, LLC | 1.06% | Reduce -4.5% | 108,116 | $16.5M |
| Cresset Asset Management, LLC | 0.07% | Add +0.6% | 107,430 | $16.4M |
| Callan Family Office, LLC | 0.37% | Add +2.0% | 106,950 | $16.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -3.3% | 102,595 | $15.9M |
| Ritholtz Wealth Management | 0.28% | Add +4.3% | 104,146 | $15.9M |
| Ethic Inc. | 0.25% | Add +10.3% | 103,551 | $15.8M |
| Nomura Holdings Inc. | 0.13% | New | 99,013 | $15.1M |
| First Fiduciary Investment Counsel, Inc. | 3.04% | Reduce -27.0% | 98,838 | $15.1M |
| Allworth Financial LP | 0.06% | Add +3.7% | 96,473 | $14.7M |
| Brooklyn Investment Group | 0.46% | Add +48.2% | 96,271 | $14.7M |
| American Assets Investment Management, LLC | 0.97% | No change | 93,610 | $14.3M |
| Optiver Holding B.V. | 0.53% | Reduce -38.9% | 92,638 | $14.2M |
| United Capital Financial Advisors, LLC | 0.09% | Add +8.3% | 92,055 | $14.1M |
| Tocqueville Asset Management L.P. | 0.21% | Reduce -20.0% | 91,898 | $14.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -1.4% | 90,326 | $13.8M |
| Bahl & Gaynor LLC | 0.07% | Reduce -0.6% | 85,688 | $13.1M |
| Manning & Napier Advisors LLC | 0.18% | Reduce -1.1% | 84,943 | $13.0M |
| Matthew Goff Investment Advisor, LLC | 2.15% | Reduce -1.4% | 84,606 | $12.9M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +26.9% | 84,517 | $12.9M |
| Cibc World Market Inc. | 0.02% | Reduce -84.0% | 84,313 | $12.9M |
| Investment House LLC | 0.65% | Reduce -0.1% | 81,783 | $12.5M |
| Eldred Rock Partners, LLC | 3.14% | Reduce -1.0% | 80,768 | $12.3M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Reduce -15.6% | 79,612 | $12.2M |
| Cwm, LLC | 0.03% | Reduce -4.8% | 79,113 | $12.1M |
| Zevin Asset Management LLC | 1.67% | Reduce -2.3% | 79,087 | $12.1M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -1.4% | 83,279 | $12.0M |
| Cohen Capital Management, Inc. | 1.82% | Add +0.3% | 76,849 | $11.7M |
| NewEdge Advisors, LLC | 0.04% | Add +0.6% | 75,954 | $11.6M |
| TD Waterhouse Canada Inc. | 0.03% | Add +157.3% | 74,666 | $11.6M |
| Gabelli Funds LLC | 0.08% | No change | 75,500 | $11.5M |
| Live Oak Private Wealth LLC | 1.60% | Reduce -1.6% | 75,338 | $11.5M |
| Reynders McVeigh Capital Management, LLC | 0.57% | Reduce -5.8% | 73,392 | $11.2M |
| Scotia Capital Inc. | 0.05% | Add +52.8% | 72,553 | $11.1M |
| Clifford Swan Investment Counsel LLC | 0.38% | Reduce -1.4% | 72,551 | $11.1M |
| Tower Bridge Advisors | 1.06% | Add +0.9% | 71,531 | $10.9M |
| Tweedy, Browne Co LLC | 0.87% | Reduce -4.8% | 71,305 | $10.9M |
| Mengis Capital Management, Inc. | 1.86% | Reduce -0.1% | 70,648 | $10.8M |
| Altrius Capital Management Inc | 2.15% | Reduce -5.7% | 70,631 | $10.8M |
| Camden National Bank | 1.45% | Reduce -0.9% | 70,211 | $10.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.23% | Add +0.4% | 69,383 | $10.6M |
| Empowered Funds, LLC | 0.07% | Add +13.8% | 68,854 | $10.5M |
| Salem Investment Counselors Inc. | 0.31% | Add +1187.8% | 68,728 | $10.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.7% | 67,212 | $10.3M |
| SALT Holding Corp. | 6.27% | New | 66,844 | $10.2M |
| Hantz Financial Services, Inc. | 0.15% | Add +17.5% | 66,346 | $10.1M |
| Keybank National Association | 0.04% | Add +20.1% | 63,679 | $9.7M |
| Tudor Investment Corporation | 0.05% | Add +585.7% | 63,250 | $9.7M |
| Glenmede Trust Co. NA | 0.05% | Add +16.0% | 63,066 | $9.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.29% | Reduce -7.7% | 65,092 | $9.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 62,486 | $9.5M |
| Atria Investments, Inc | 0.11% | Add +7.2% | 62,456 | $9.5M |
| Quadrant Capital Group LLC | 0.28% | Add +1.9% | 61,012 | $9.3M |
| XTX Topco Ltd | 0.16% | Add +267.3% | 60,566 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.9% | 60,281 | $9.2M |
| Brown Brothers Harriman & Co. | 0.05% | Add +16.9% | 59,318 | $9.1M |
| Bessemer Group Inc. | 0.01% | Add +46.1% | 59,061 | $9.0M |
| Welch & Forbes LLC | 0.11% | Reduce -5.7% | 57,626 | $8.8M |
| 1832 Asset Management L.P. | 0.01% | Reduce -4.0% | 56,957 | $8.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +34.4% | 56,894 | $8.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -1.7% | 56,427 | $8.6M |
| Pinnacle Associates Ltd. | 0.11% | Reduce -2.1% | 55,979 | $8.6M |
| Advisors Capital Management, LLC | 0.10% | Add +0.4% | 55,225 | $8.4M |
| Boston Partners | 0.01% | Add +16.6% | 55,173 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 54,803 | $8.4M |
| China Universal Asset Management Co., Ltd. | 0.61% | Add +47.6% | 53,135 | $8.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +12.1% | 53,072 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +417.8% | 58,580 | $8.1M |
| Narwhal Capital Management | 0.59% | Reduce -2.1% | 52,668 | $8.0M |
| Triasima Portfolio Management inc. | 1.21% | Add +4.6% | 52,470 | $8.0M |
| Deutsche Bank AG | 0.00% | Reduce -1.0% | 52,244 | $8.0M |
| Fiduciary Trust Co | 0.09% | Reduce -7.3% | 51,557 | $7.9M |
| Glassy Mountain Advisors, Inc. | 2.40% | Add +0.4% | 50,625 | $7.7M |
| Archford Capital Strategies, LLC | 0.88% | Add +8.4% | 50,600 | $7.7M |
| First Manhattan Co. Llc. | 0.02% | Add +10.1% | 50,553 | $7.7M |
| Cullen Investment Group, LTD. | 1.01% | Add +52.9% | 50,305 | $7.7M |
| Walled Lake Planning & Wealth Management, LLC | 2.25% | Add +0.8% | 50,002 | $7.6M |
| Geneos Wealth Management Inc. | 0.18% | Reduce -22.9% | 49,989 | $7.6M |
| Cardinal Capital Management | 0.98% | Add +0.0% | 49,684 | $7.6M |
| Pittenger & Anderson Inc. | 0.30% | No change | 49,020 | $7.5M |
| Lockheed Martin Investment Management Co. | 0.27% | Reduce -14.5% | 49,000 | $7.5M |
| Park Avenue Securities LLC | 0.06% | Add +0.7% | 48,906 | $7.5M |
| Smithbridge Asset Management Inc. | 1.11% | Reduce -50.1% | 48,780 | $7.5M |
| Signaturefd, LLC | 0.11% | Add +3.0% | 48,040 | $7.3M |
| National Bank of Canada | 0.01% | Add +8.1% | 47,991 | $7.3M |
| Financial Gravity Asset Management, Inc. | 1.31% | Reduce -1.0% | 47,971 | $7.3M |
| Evergreen Capital Management LLC | 0.16% | Add +1.0% | 47,699 | $7.3M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +392.9% | 47,517 | $7.3M |
| Ieq Capital, LLC | 0.03% | Reduce -14.2% | 46,575 | $7.1M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | New | 46,436 | $7.1M |
| Curi Capital, LLC | 0.12% | Reduce -31.5% | 45,441 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -16.3% | 45,438 | $6.9M |
| Factory Mutual Insurance Co. | 0.08% | Add +25.9% | 45,066 | $6.9M |
| World Investment Advisors | 0.11% | Reduce -11.9% | 44,219 | $6.8M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -9.8% | 44,137 | $6.7M |
| TD Asset Management Inc | 0.01% | Add +35.7% | 44,021 | $6.7M |
| Rathbones Group PLC | 0.03% | Reduce -4.8% | 43,818 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Add +6.5% | 43,765 | $6.7M |
| Monte Financial Group, LLC | 2.35% | Reduce -1.4% | 43,398 | $6.6M |
| LMR Partners LLP | 0.08% | New | 43,105 | $6.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +3.2% | 42,951 | $6.6M |
| Catalyst Capital Advisors LLC | 0.12% | Reduce -10.1% | 42,817 | $6.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +631.4% | 42,531 | $6.5M |
| Vident Advisory, LLC | 0.05% | Add +12.9% | 41,816 | $6.4M |
| DAVENPORT & Co LLC | 0.04% | Add +10.5% | 41,281 | $6.3M |
| Perennial Advisors, LLC | 1.07% | Reduce -3.4% | 40,888 | $6.2M |
| Huntington National Bank | 0.05% | Add +109.3% | 40,680 | $6.2M |
| Hamel Associates, Inc. | 1.77% | Reduce -0.1% | 40,555 | $6.2M |
| Henry James International Management Inc. | 2.23% | Reduce -7.3% | 40,396 | $6.2M |
| First Pacific Financial | 0.79% | Reduce -0.4% | 39,922 | $6.1M |
| Carret Asset Management, LLC | 0.59% | Reduce -0.3% | 39,708 | $6.1M |
| Campbell & CO Investment Adviser LLC | 0.34% | Add +61.0% | 39,646 | $6.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +111.5% | 39,496 | $6.0M |
| Caprock Group, LLC | 0.15% | Add +4.1% | 39,296 | $6.0M |
| WCG Wealth Advisors LLC | 0.17% | Add +3.3% | 38,960 | $6.0M |
| Naviter Wealth, LLC | 0.74% | Add +3.1% | 38,815 | $5.9M |
| Advisory Services Network, LLC | 0.08% | Add +21.3% | 38,689 | $5.9M |
| Choreo, LLC | 0.07% | Add +16.2% | 38,611 | $5.9M |
| MAI Capital Management | 0.03% | Add +0.5% | 38,371 | $5.9M |
| Argent Trust Co | 0.20% | Reduce -5.1% | 38,288 | $5.8M |
| Hayek Kallen Investment Management | 1.89% | New | 38,070 | $5.8M |
| Euro Pacific Asset Management, LLC | 0.57% | Reduce -1.5% | 41,588 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -39.4% | 37,202 | $5.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +118.6% | 37,111 | $5.7M |
| Sphera Funds Management LTD. | 0.97% | No change | 37,000 | $5.7M |
| Farmers & Merchants Investments Inc. | 0.15% | Reduce -3.1% | 36,665 | $5.6M |
| Spire Wealth Management | 0.19% | Reduce -6.2% | 36,565 | $5.6M |
| Natixis | 0.02% | New | 36,500 | $5.6M |
| Arkadios Wealth Advisors | 0.09% | Add +3.9% | 36,200 | $5.5M |
| Rhumbline Advisers | 0.00% | Reduce -0.1% | 36,106 | $5.5M |
| Fifth Third Bancorp | 0.01% | Add +14.9% | 35,611 | $5.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -30.6% | 35,432 | $5.4M |
| Dearborn Partners LLC | 0.29% | Reduce -0.1% | 35,208 | $5.4M |
| Gradient Investments LLC | 0.08% | Add +139.8% | 35,153 | $5.4M |
| Transmarket Holdings LP | 2.86% | Add +1474.3% | 35,075 | $5.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +0.4% | 34,514 | $5.4M |
| Quartz Partners, LLC | 2.07% | Reduce -1.1% | 34,994 | $5.3M |
| Clearstead Advisors, LLC | 0.05% | Add +81.5% | 34,728 | $5.3M |
| Lido Advisors, LLC | 0.02% | Reduce -20.7% | 34,678 | $5.3M |
| Greenfield Seitz Capital Management, LLC | 1.59% | Reduce -0.9% | 34,550 | $5.3M |
| Timber Creek Capital Management LLC | 1.27% | Reduce -0.8% | 34,274 | $5.2M |
| Merit Financial Group, LLC | 0.04% | Add +3.7% | 33,708 | $5.1M |
| Auto-Owners Insurance Co | 0.11% | No change | 33,570 | $5.1M |
| Providence Capital Advisors, LLC | 0.82% | Add +2.8% | 32,977 | $5.0M |
| Daymark Wealth Partners, LLC | 0.16% | Add +0.2% | 32,801 | $5.0M |
| Vise Technologies, Inc. | 0.10% | No change | 36,277 | $5.0M |
| WealthTrust Axiom LLC | 1.23% | Reduce -0.4% | 32,741 | $5.0M |
| Chesley Taft & Associates LLC | 0.21% | Add +0.8% | 32,730 | $5.0M |
| Crossmark Global Holdings, Inc. | 0.07% | Reduce -8.4% | 32,492 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Add +4.2% | 32,458 | $5.0M |
| First National Bank of Omaha | 0.15% | Reduce -36.6% | 32,671 | $4.9M |
| Commerce Bank | 0.02% | Add +41.7% | 32,030 | $4.9M |
| Voya Investment Management LLC | 0.01% | Add +15.5% | 31,740 | $4.8M |
| Principal Securities, Inc. | 0.07% | Reduce -8.4% | 31,464 | $4.8M |
| Compound Planning, Inc. | 0.14% | Add +13.1% | 30,578 | $4.7M |
| Choate Investment Advisors | 0.09% | Reduce -2.1% | 30,492 | $4.7M |
| Cornerstone Wealth Group, LLC | 0.30% | Reduce -6.2% | 31,186 | $4.6M |
| Fred Alger Management, LLC | 0.02% | Reduce -0.1% | 30,142 | $4.6M |
| Baldwin Wealth Partners LLC | 0.33% | Reduce -7.1% | 29,995 | $4.6M |
| Moors & Cabot, Inc. | 0.20% | Add +1.3% | 29,981 | $4.6M |
| Azzad Asset Management Inc. | 0.46% | Reduce -13.6% | 29,882 | $4.6M |
| South Shore Capital Advisors | 3.29% | Add +552.9% | 29,803 | $4.5M |
| Prentiss Smith & Co. Inc. | 2.58% | Reduce -0.1% | 29,124 | $4.4M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -1.0% | 29,042 | $4.4M |
| Northeast Investment Management | 0.18% | Reduce -6.5% | 28,892 | $4.4M |
| Oxbow Advisors, LLC | 0.38% | Add +0.1% | 28,545 | $4.4M |
| Haverford Trust Co | 0.04% | No change | 28,382 | $4.3M |
| Penobscot Investment Management Company, Inc. | 0.34% | Reduce -0.1% | 28,286 | $4.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.24% | Reduce -3.5% | 28,283 | $4.3M |
| Mgo One Seven LLC | 0.09% | Reduce -12.7% | 28,149 | $4.3M |
| Ballentine Partners, LLC | 0.06% | Add +4.1% | 28,079 | $4.3M |
| Prospera Financial Services Inc | 0.07% | Add +8.3% | 28,041 | $4.3M |
| Fayez Sarofim & Co | 0.01% | Reduce -1.4% | 27,862 | $4.3M |
| NBT Bank, N.A. | 0.28% | Reduce -1.3% | 27,823 | $4.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -8.0% | 27,528 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.44% | Reduce -10.5% | 27,486 | $4.2M |
| CIBC Asset Management Inc | 0.01% | Add +4.9% | 27,556 | $4.2M |
| Pegasus Asset Management, Inc. | 1.33% | New | 27,320 | $4.2M |
| Woodmont Investment Counsel LLC | 0.26% | Reduce -2.3% | 27,201 | $4.2M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -4.1% | 27,090 | $4.1M |
| CWA Asset Management Group, LLC | 0.14% | Reduce -0.6% | 27,044 | $4.1M |
| Arjuna Capital | 1.05% | Add +9.3% | 27,009 | $4.1M |
| EagleClaw Capital Managment, LLC | 0.57% | Reduce -3.1% | 26,836 | $4.1M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 2.32% | Reduce -0.4% | 26,795 | $4.1M |
| Trustmark Bank Trust Department | 0.26% | Reduce -1.7% | 26,388 | $4.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.28% | Reduce -0.1% | 26,275 | $4.0M |
| Americana Partners, LLC | 0.10% | Add +4.9% | 26,190 | $4.0M |
| Naples Global Advisors, LLC | 0.29% | Add +0.2% | 26,187 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +658.6% | 26,574 | $4.0M |
| Albert D Mason Inc. | 2.54% | Add +0.6% | 25,727 | $3.9M |
| Telos Capital Management, Inc. | 0.38% | Reduce -2.2% | 25,703 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -9.4% | 25,287 | $3.9M |
| HRT Financial LP | 0.01% | Reduce -84.2% | 24,886 | $3.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | No change | 24,822 | $3.8M |
| apricus wealth, LLC | 1.82% | Reduce -1.0% | 24,423 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +0.1% | 24,302 | $3.7M |
| Blue Square Asset Management, LLC | 1.75% | Add +1.3% | 24,128 | $3.7M |
| Aaron Wealth Advisors LLC | 0.21% | Add +22.2% | 24,095 | $3.7M |
| AMG National Trust Bank | 0.08% | Add +5.1% | 24,066 | $3.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +7.6% | 23,915 | $3.7M |
| Third View Private Wealth, LLC | 0.50% | Add +6.5% | 23,830 | $3.6M |
| Shrier Wealth Management, LLC | 1.34% | Reduce -1.6% | 23,701 | $3.6M |
| Advisors Asset Management, Inc. | 0.06% | Add +13.6% | 23,610 | $3.6M |
| Patten & Patten Inc. | 0.22% | Reduce -1.3% | 23,394 | $3.6M |
| Hall Laurie J Trustee | 1.25% | Reduce -3.8% | 23,197 | $3.5M |
| Ashton Thomas Securities, LLC | 0.44% | New | 22,962 | $3.5M |
| Mitchell & Pahl Private Wealth, LLC | 1.42% | Add +2.6% | 22,931 | $3.5M |
| Cloverfields Capital Group, LP | 1.13% | Reduce -3.5% | 22,888 | $3.5M |
| Fca Corp. | 0.99% | Add +1.1% | 22,851 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +121.9% | 22,643 | $3.5M |
| Evolve Private Wealth, LLC | 0.18% | Add +10.1% | 22,574 | $3.4M |
| Tealwood Asset Management Inc. | 1.55% | Reduce -2.0% | 22,362 | $3.4M |
| Savant Capital, LLC | 0.02% | Add +11.3% | 22,246 | $3.4M |
| Foster & Motley Inc. | 0.17% | Add +0.3% | 22,113 | $3.4M |
| Parr McKnight Wealth Management Group, LLC | 0.44% | Reduce -3.5% | 21,970 | $3.4M |
| Kathmere Capital Management, LLC | 0.20% | Add +8.3% | 21,586 | $3.3M |
| University of Texas/Texas Am Investment Management Co. | 0.47% | Add +451.3% | 21,341 | $3.3M |
| DGS Capital Management, LLC | 0.53% | Add +1.3% | 21,135 | $3.2M |
| Old Port Advisors | 0.74% | Add +0.5% | 21,101 | $3.2M |
| Summit Trail Advisors, LLC | 0.05% | Add +436.1% | 20,845 | $3.2M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -2.3% | 20,754 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +0.8% | 20,665 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -47.2% | 20,582 | $3.1M |
| Cascade Investment Advisors, Inc. | 1.85% | Reduce -2.6% | 20,510 | $3.1M |
| Beacon Financial Group | 0.31% | Add +1.2% | 20,498 | $3.1M |
| Coastline Trust Co | 0.31% | Reduce -0.3% | 20,341 | $3.1M |
| Snowden Capital Advisors LLC | 0.08% | Add +62.7% | 20,107 | $3.1M |
| Marietta Investment Partners LLC | 0.61% | Add +9.8% | 20,019 | $3.1M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.67% | New | 20,000 | $3.1M |
| Yousif Capital Management, LLC | 0.04% | Reduce -12.2% | 19,934 | $3.0M |
| Equitable Trust Co. | 0.14% | Add +794.9% | 19,608 | $3.0M |
| Fairfield, Bush & Co. | 1.64% | Reduce -10.5% | 19,344 | $3.0M |
| Trust Co. of Toledo NA | 0.28% | Add +0.7% | 19,091 | $2.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +41.9% | 18,910 | $2.9M |
| Beutel, Goodman & Co Ltd. | 0.02% | Add +0.9% | 18,824 | $2.9M |
| Acadian Asset Management LLC | 0.00% | Add +0.1% | 18,704 | $2.9M |
| Abacus Wealth Partners, LLC | 0.26% | Add +1.5% | 18,370 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Add +5.5% | 18,312 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -14.6% | 18,309 | $2.8M |
| Abbot Financial Management, Inc. | 1.16% | Reduce -1.4% | 17,906 | $2.7M |
| Independent Investors Inc. | 0.54% | No change | 17,900 | $2.7M |
| Lester Murray Antman dba SimplyRich | 0.69% | Reduce -0.0% | 17,763 | $2.7M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -2.5% | 17,635 | $2.7M |
| Benedict Financial Advisors Inc. | 0.55% | Reduce -0.6% | 17,366 | $2.7M |
| Everett Harris & Co. | 0.03% | Reduce -10.3% | 17,363 | $2.7M |
| Checchi Capital Advisers, LLC | 0.18% | Reduce -2.3% | 17,348 | $2.6M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -4.9% | 17,332 | $2.6M |
| Waverly Advisors, LLC | 0.02% | Add +10.6% | 17,301 | $2.6M |
| Nichols & Pratt Advisers LLP | 0.17% | Reduce -0.6% | 17,247 | $2.6M |
| Smartleaf Asset Management LLC | 0.10% | Add +7.2% | 17,483 | $2.6M |
| Patten Group, Inc. | 0.45% | Reduce -0.6% | 17,026 | $2.6M |
| Marshall Financial Group, LLC | 0.42% | Add +0.8% | 16,986 | $2.6M |
| FSB Premier Wealth Management, Inc. | 0.81% | Reduce -1.4% | 16,970 | $2.6M |
| Rothschild Investment LLC | 0.13% | Add +0.6% | 16,889 | $2.6M |
| Northside Capital Management, LLC | 0.23% | Reduce -42.9% | 16,884 | $2.6M |
| Jamison Private Wealth Management, Inc. | 0.32% | No change | 16,871 | $2.6M |
| Optimist Retirement Group LLC | 1.13% | Reduce -11.5% | 16,798 | $2.6M |
| Abundance Wealth Counselors | 0.37% | Reduce -0.8% | 16,796 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +0.4% | 16,614 | $2.5M |
| Strategic Global Advisors, LLC | 0.41% | Add +11.6% | 16,592 | $2.5M |
| IAM Advisory, LLC | 0.57% | Add +2.3% | 16,567 | $2.5M |
| BTC Capital Management, Inc. | 0.17% | Reduce -4.8% | 16,540 | $2.5M |
| Venturi Wealth Management, LLC | 0.11% | Add +9.4% | 16,503 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +0.6% | 16,432 | $2.5M |
| Palisade Asset Management, LLC | 0.25% | No change | 16,409 | $2.5M |
| Parallel Advisors, LLC | 0.04% | Add +29.6% | 16,366 | $2.5M |
| Dorsey Wright & Associates | 0.31% | New | 16,264 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -4.0% | 16,147 | $2.5M |
| Empire Financial Management Company, LLC | 0.55% | Reduce -3.0% | 15,997 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.1% | 15,944 | $2.4M |
| Ascent Wealth Partners, LLC | 0.28% | Add +1.6% | 15,898 | $2.4M |
| Leo Wealth, LLC | 0.18% | Reduce -3.4% | 15,866 | $2.4M |
| Ativo Capital Management LLC | 2.10% | Add +25.2% | 15,831 | $2.4M |
| Headinvest, LLC | 0.49% | Reduce -3.7% | 15,725 | $2.4M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -5.5% | 15,367 | $2.3M |
| Maverick Capital | 0.03% | Add +37.7% | 15,247 | $2.3M |
| Quantitative Investment Management, LLC | 0.24% | New | 15,083 | $2.3M |
| Mosaic Financial Group, LLC | 1.62% | No change | 14,986 | $2.3M |
| Altman Advisors, Inc. | 0.95% | Reduce -12.5% | 14,971 | $2.3M |
| Baker Ellis Asset Management LLC | 0.27% | Reduce -2.0% | 14,950 | $2.3M |
| Highland Capital Management, LLC | 0.12% | Add +13.7% | 14,947 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.1% | 14,833 | $2.3M |
| New Vernon Capital Holdings II LLC | 1.66% | Reduce -12.9% | 14,733 | $2.3M |
| Abel Hall, LLC | 0.47% | Add +16.8% | 14,499 | $2.2M |
| Greenleaf Trust | 0.02% | Add +0.4% | 14,482 | $2.2M |
| Regions Financial Corp. | 0.01% | Reduce -12.1% | 14,390 | $2.2M |
| Park National Corp. | 0.07% | Add +9.1% | 14,163 | $2.2M |
| Csenge Advisory Group | 0.10% | Reduce -53.3% | 14,137 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -60.6% | 13,963 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -7.7% | 13,896 | $2.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.48% | Reduce -0.4% | 13,875 | $2.1M |
| Marco Investment Management LLC | 0.16% | Reduce -1.0% | 13,875 | $2.1M |
| Ipswich Investment Management Co., Inc. | 0.50% | Reduce -19.1% | 13,835 | $2.1M |
| Gibbs Wealth Management | 0.28% | Add +331.9% | 13,783 | $2.1M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | Reduce -2.5% | 13,766 | $2.1M |
| TD Private Client Wealth LLC | 0.04% | Reduce -15.6% | 13,748 | $2.1M |
| Walleye Capital LLC | 0.01% | Add +1373300.0% | 13,734 | $2.1M |
| Denali Advisors LLC | 0.23% | Reduce -0.0% | 13,593 | $2.1M |
| Fort Sheridan Advisors LLC | 0.25% | Add +36.6% | 13,529 | $2.1M |
| V-Square Quantitative Management LLC | 0.22% | Add +8.3% | 13,520 | $2.1M |
| Capital Financial Group Inc\co\ | 1.13% | Reduce -0.3% | 13,503 | $2.1M |
| Sterling Capital Management LLC | 0.04% | Reduce -0.0% | 13,491 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -30.4% | 13,307 | $2.0M |
| Kahn Brothers Group Inc. | 0.36% | Reduce -2.1% | 13,386 | $2.0M |
| AIMZ Investment Advisors, LLC | 0.63% | Add +0.1% | 13,334 | $2.0M |
| GAMMA Investing LLC | 0.09% | Add +10.0% | 13,308 | $2.0M |
| Ascent Group, LLC | 0.07% | Add +1.3% | 13,293 | $2.0M |
| Bailard, Inc. | 0.05% | Reduce -7.9% | 13,282 | $2.0M |
| Sepio Capital, LP | 0.11% | Reduce -7.4% | 12,993 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -13.9% | 12,889 | $2.0M |
| Compass Wealth Management LLC | 0.49% | Reduce -0.8% | 12,847 | $2.0M |
| HM Payson & Co. | 0.03% | Reduce -1.7% | 12,837 | $2.0M |
| Boit C F David | 0.87% | No change | 12,800 | $2.0M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +34.7% | 12,778 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Add +25.7% | 12,763 | $1.9M |
| Cornerstone Planning, LLC | 0.44% | New | 12,659 | $1.9M |
| Arnhold LLC | 0.14% | No change | 12,636 | $1.9M |
| PCM Encore, LLC | 0.40% | Add +6.2% | 12,612 | $1.9M |
| Advisors Management Group Inc. | 0.35% | Reduce -11.9% | 12,613 | $1.9M |
| First Affirmative Financial Network | 0.75% | — | 12,575 | $1.9M |
| Roberts Glore & Co. Inc. | 0.53% | Reduce -1.6% | 12,568 | $1.9M |
| CSM Advisors, LLC | 0.05% | Reduce -2.9% | 12,475 | $1.9M |
| Voya Financial Advisors, Inc. | 0.19% | Reduce -9.0% | 12,813 | $1.9M |
| Plancorp, LLC | 0.05% | Add +0.0% | 12,291 | $1.9M |
| Entropy Technologies, LP | 0.09% | New | 12,359 | $1.9M |
| Henshaw Capital LLC | 0.07% | Add +152.7% | 12,295 | $1.9M |
| Physicians Financial Services, Inc. | 0.51% | No change | 12,284 | $1.9M |
| Florida Trust Wealth Management Co | 0.05% | Add +1.3% | 12,225 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -9.7% | 12,207 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -6.9% | 12,125 | $1.9M |
| Value Partners Investments Inc. | 0.14% | Add +10.1% | 12,121 | $1.9M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -0.8% | 12,115 | $1.9M |
| HF Advisory Group, LLC | 0.63% | Add +0.9% | 12,014 | $1.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.10% | No change | 12,000 | $1.8M |
| Ellevest, Inc. | 0.25% | Add +20.1% | 11,912 | $1.8M |
| Carnegie Investment Counsel | 0.04% | Reduce -4.6% | 11,859 | $1.8M |
| Personal Cfo Solutions, LLC | 0.25% | Add +280.3% | 11,831 | $1.8M |
| Parsons Capital Management Inc. | 0.08% | Reduce -14.3% | 11,800 | $1.8M |
| Kingsview Wealth Management, LLC | 0.02% | Add +47.5% | 11,769 | $1.8M |
| Glass Wealth Management Co LLC | 0.69% | Add +0.4% | 11,730 | $1.8M |
| Frank, Rimerman Advisors LLC | 0.11% | Add +1.6% | 11,444 | $1.7M |
| Savvy Advisors, Inc. | 0.05% | Reduce -1.1% | 11,436 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +9.2% | 11,411 | $1.7M |
| Intrust Bank NA | 0.14% | Add +4.0% | 11,348 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.9% | 11,333 | $1.7M |
| Trust Co. of Oklahoma | 0.50% | Reduce -1.3% | 11,327 | $1.7M |
| Greenwich Wealth Management LLC | 0.07% | Reduce -0.2% | 11,294 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -6.7% | 11,292 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +1.1% | 11,225 | $1.7M |
| TrueMark Investments, LLC | 0.33% | Add +14.0% | 11,175 | $1.7M |
| Opal Capital LLC | 0.30% | Add +12.2% | 11,175 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +6.8% | 11,162 | $1.7M |
| Kentucky Trust Co | 0.89% | Reduce -8.2% | 11,137 | $1.7M |
| CMH Wealth Management LLC | 0.29% | New | 11,053 | $1.7M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -3.5% | 10,991 | $1.7M |
| Basecamp Wealth Advisors LLC | 0.35% | No change | 10,959 | $1.7M |
| Advisory Resource Group | 0.28% | Reduce -5.5% | 10,826 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Add +3.3% | 10,794 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +1.9% | 10,778 | $1.6M |
| Guyasuta Investment Advisors Inc. | 0.10% | No change | 10,767 | $1.6M |
| Ar Asset Management Inc. | 0.32% | No change | 10,750 | $1.6M |
| Solutions 4 Wealth, Ltd | 2.47% | Reduce -18.8% | 10,730 | $1.6M |
| Drexel Morgan & Co. | 0.24% | No change | 10,720 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +1.3% | 10,643 | $1.6M |
| Boston Family Office LLC | 0.11% | Add +5.9% | 10,627 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Reduce -2.9% | 10,604 | $1.6M |
| Smart Money Group LLC | 0.47% | Add +8.0% | 10,591 | $1.6M |
| Walsky Investment Management, Inc. | 1.65% | Add +4.7% | 10,572 | $1.6M |
| Portside Wealth Group, LLC | 0.22% | Add +38.7% | 10,552 | $1.6M |
| Stonebridge Capital Management Inc. | 0.73% | — | 10,533 | $1.6M |
| Holderness Investments Co. | 0.32% | No change | 10,458 | $1.6M |
| Somerville Kurt F | 0.42% | Reduce -4.9% | 10,438 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -89.3% | 10,412 | $1.6M |
| Foyston, Gordon & Payne Inc | 0.36% | Add +1.3% | 10,331 | $1.6M |
| Versant Capital Management, Inc | 0.15% | Add +20.6% | 10,270 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +6.3% | 10,249 | $1.6M |
| Mather Group, Llc. | 0.02% | Add +0.3% | 10,149 | $1.6M |
| Bridgewater Advisors Inc. | 0.09% | Reduce -7.8% | 10,249 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -10.8% | 10,027 | $1.5M |
| Osprey Private Wealth LLC | 0.44% | No change | 10,000 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +77.4% | 9,953 | $1.5M |
| Agate Pass Investment Management, LLC | 0.59% | No change | 9,950 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | Reduce -9.8% | 9,937 | $1.5M |
| Berkeley Capital Partners, LLC | 0.35% | Add +315.2% | 9,899 | $1.5M |
| Old National Bancorp | 0.03% | Add +0.5% | 9,864 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.07% | No change | 9,863 | $1.5M |
| Douglass Winthrop Advisors, LLC | 0.03% | No change | 9,838 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +32.5% | 9,799 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.4% | 9,719 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.1% | 9,716 | $1.5M |
| Qtron Investments LLC | 0.20% | Add +0.1% | 9,702 | $1.5M |
| DV Trading LLC | 0.13% | New | 9,668 | $1.5M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -40.9% | 9,594 | $1.5M |
| PDS Planning, Inc | 0.10% | Add +0.0% | 9,528 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -6.6% | 9,378 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 9,519 | $1.5M |
| Crux Wealth Advisors | 0.56% | Reduce -11.3% | 9,513 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +13.6% | 9,513 | $1.5M |
| Venture Visionary Partners LLC | 0.05% | Reduce -3.2% | 9,487 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -0.6% | 9,467 | $1.4M |
| Welch Group, LLC | 0.05% | Reduce -2.0% | 9,466 | $1.4M |
| Becker Capital Management Inc. | 0.04% | Reduce -0.9% | 9,357 | $1.4M |
| Novem Group | 0.16% | Reduce -5.9% | 9,342 | $1.4M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -2.5% | 9,315 | $1.4M |
| LCNB Corp. | 0.47% | Add +0.5% | 9,248 | $1.4M |
| Mystic Asset Management, Inc. | 0.32% | Reduce -1.1% | 9,169 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +17.0% | 9,143 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.7% | 9,098 | $1.4M |
| 1620 Investment Advisors, Inc. | 0.94% | Add +0.7% | 9,094 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -1.4% | 9,093 | $1.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +12.8% | 9,074 | $1.4M |
| Essex Financial Services, Inc. | 0.08% | Add +1.7% | 9,073 | $1.4M |
| Elser Financial Planning, Inc | 0.07% | New | 8,978 | $1.4M |
| May Hill Capital, LLC | 0.35% | Add +18.4% | 9,019 | $1.4M |
| Hilltop Holdings Inc. | 0.12% | Reduce -25.1% | 8,983 | $1.4M |
| Cambridge Advisors Inc. | 0.27% | No change | 8,975 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +1.5% | 8,929 | $1.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.3% | 8,890 | $1.4M |
| Beaton Management Co. Inc. | 0.60% | No change | 8,873 | $1.4M |
| Shelton Capital Management | 0.03% | Reduce -5.1% | 8,868 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +1.4% | 8,801 | $1.3M |
| XY Capital Ltd | 1.47% | Add +213.2% | 8,770 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.16% | Reduce -15.8% | 8,726 | $1.3M |
| Sivia Capital Partners, LLC | 0.26% | Reduce -35.8% | 8,726 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +87.5% | 8,660 | $1.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 8,623 | $1.3M |
| Retirement Guys Formula LLC | 0.61% | Reduce -10.8% | 8,615 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.6% | 8,595 | $1.3M |
| Kensington Investment Counsel, LLC | 0.62% | Reduce -3.2% | 8,470 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +0.1% | 8,428 | $1.3M |
| CHICAGO TRUST Co NA | 0.21% | Add +2.5% | 8,415 | $1.3M |
| Northcape Wealth Management, LLC | 0.35% | No change | 8,370 | $1.3M |
| Eastern Bank | 0.02% | Reduce -3.5% | 8,353 | $1.3M |
| Sittner & Nelson, LLC | 0.46% | Reduce -1.8% | 8,316 | $1.3M |
| YANKCOM Partnership | 0.52% | Reduce -2.2% | 8,313 | $1.3M |
| Aprio Wealth Management, LLC | 0.07% | Add +13.2% | 8,267 | $1.3M |
| Simmons Bank | 0.08% | Reduce -1.0% | 8,233 | $1.3M |
| Jacobi Capital Management LLC | 0.07% | Add +3.9% | 8,167 | $1.2M |
| Independent Advisor Alliance | 0.01% | Add +3.9% | 8,153 | $1.2M |
| Guardian Partners Inc. | 0.10% | Reduce -0.6% | 8,091 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Add +55.8% | 8,100 | $1.2M |
| Independence Bank of Kentucky | 0.16% | Reduce -1.9% | 8,082 | $1.2M |
| RD Lewis Holdings, Inc. | 1.06% | Reduce -0.9% | 7,916 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -26.2% | 8,002 | $1.2M |
| Unique Wealth Strategies, LLC | 0.50% | Reduce -23.5% | 7,992 | $1.2M |
| Delphi Management Inc. | 1.46% | Reduce -31.9% | 7,988 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Reduce -9.4% | 7,977 | $1.2M |
| Five Oceans Advisors | 0.44% | No change | 7,908 | $1.2M |
| Lantz Financial LLC | 0.25% | Add +20.8% | 7,900 | $1.2M |
| Beverly Hills Private Wealth, LLC | 0.20% | Add +5.5% | 7,871 | $1.2M |
| Montag A & Associates Inc. | 0.06% | Add +2.8% | 7,861 | $1.2M |
| Valley National Advisers Inc. | 0.16% | Reduce -0.4% | 7,859 | $1.2M |
| AdvisorShares Investments LLC | 0.22% | New | 7,810 | $1.2M |
| Harbour Trust & Investment Management Co | 0.12% | Reduce -0.7% | 7,669 | $1.2M |
| Sage Rhino Capital LLC | 0.22% | Add +0.3% | 7,646 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.19% | Reduce -25.6% | 7,605 | $1.2M |
| Rational Advisors, Inc. | 0.13% | Add +5.7% | 7,594 | $1.2M |
| Brighton Jones LLC | 0.03% | New | 7,581 | $1.2M |
| Minot DeBlois Advisors LLC | 1.05% | Reduce -5.1% | 7,556 | $1.2M |
| Ruggaard & Associates LLC | 0.46% | Reduce -1.2% | 7,542 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -14.9% | 7,484 | $1.1M |
| Barclays PLC | 0.00% | Add +1727.1% | 7,473 | $1.1M |
| Kennon-Green & Company, LLC | 0.93% | Reduce -0.7% | 7,457 | $1.1M |
| SevenBridge Financial Group, LLC | 0.18% | Reduce -2.0% | 7,724 | $1.1M |
| Bridgefront Capital, LLC | 0.28% | New | 7,404 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +1.9% | 7,353 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | New | 7,856 | $1.1M |
| Castlekeep Investment Advisors LLC | 0.60% | Reduce -3.7% | 7,293 | $1.1M |
| Chilton Capital Management LLC | 0.04% | Reduce -7.6% | 7,292 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -0.2% | 7,274 | $1.1M |
| New Hampshire Trust | 0.22% | Reduce -12.8% | 7,174 | $1.1M |
| Applied Finance Capital Management, LLC | 0.08% | Reduce -2.5% | 7,171 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +11.0% | 7,122 | $1.1M |
| St. Clair Advisors, LLC | 0.29% | No change | 7,092 | $1.1M |
| Keystone Financial Services | 0.32% | Reduce -10.7% | 7,059 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +0.3% | 6,998 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 7,098 | $1.1M |
| SouthState Bank Corp | 0.05% | No change | 7,022 | $1.1M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.9% | 6,929 | $1.1M |
| Kimelman & Baird, LLC | 0.09% | No change | 6,850 | $1.0M |
| Romano Brothers and Company | 0.12% | Add +0.1% | 6,847 | $1.0M |
| Hutner Capital Management Inc. | 0.43% | Add +0.0% | 6,834 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +6.8% | 6,801 | $1.0M |
| StrongBox Wealth, LLC | 0.33% | No change | 6,789 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.5% | 6,772 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Reduce -69.0% | 6,770 | $1.0M |
| Wedmont Private Capital | 0.03% | Reduce -9.8% | 6,692 | $1.0M |
| Cypress Asset Management Inc. | 0.24% | Reduce -1.1% | 6,760 | $1.0M |
| Anchor Investment Management, LLC | 0.09% | No change | 6,726 | $1.0M |
| Southeast Asset Advisors, LLC | 0.11% | Add +3.5% | 6,716 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -6.5% | 6,702 | $1.0M |
| Gilliland Jeter Wealth Management LLC | 0.30% | Reduce -0.8% | 6,698 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Add +15.8% | 6,697 | $1.0M |
| First Horizon Corp. | 0.04% | No change | 6,664 | $1.0M |
| UMB Bank, n.a. | 0.01% | Reduce -0.2% | 6,664 | $1.0M |
| Mezzasalma Advisors, LLC | 0.26% | Add +4.7% | 6,658 | $1.0M |
| HUB Investment Partners, LLC | 0.02% | Add +43.5% | 6,658 | $1.0M |
| Stephens Inc. | 0.01% | Add +2.5% | 6,614 | $1.0M |
| Marotta Asset Management | 0.19% | Reduce -0.1% | 6,491 | $1.0M |
| Madson Wealth Advisors Inc | 0.83% | — | 6,559 | $1.0M |
| Seeds Investor LLC | 0.14% | Add +8.9% | 6,503 | $997K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +70.1% | 6,504 | $994K |
| Harrell Investment Partners, LLC | 0.24% | Reduce -2.3% | 6,490 | $991K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.7% | 6,486 | $991K |
| Means Investment Co., Inc. | 0.09% | Reduce -2.0% | 6,455 | $986K |
| Sykon Capital LLC | 0.33% | No change | 6,403 | $978K |
| Connable Office Inc. | 0.10% | New | 6,401 | $978K |
| Private Trust Co. NA | 0.09% | Add +1.7% | 6,394 | $977K |
| St Germain D J Co. Inc. | 0.04% | No change | 6,392 | $976K |
| Gateway Investment Advisers LLC | 0.01% | Add +9.3% | 6,362 | $972K |
| Lee Danner & Bass Inc. | 0.06% | Reduce -8.9% | 6,340 | $968K |
| Gallacher Capital Management LLC | 0.37% | Reduce -1.6% | 6,273 | $958K |
| Frec Markets, Inc. | 0.16% | Add +30.3% | 6,262 | $957K |
| JNBA Financial Advisors | 0.08% | Reduce -3.5% | 6,249 | $954K |
| King Luther Capital Management Corp. | 0.00% | Reduce -42.1% | 6,234 | $952K |
| North Star Asset Management Inc. | 0.04% | No change | 6,221 | $950K |
| West Family Investments, Inc. | 0.33% | Reduce -51.2% | 6,203 | $948K |
| Arvest Bank Trust Division | 0.05% | Add +7.9% | 6,176 | $943K |
| Bangor Savings Bank | 0.08% | Reduce -7.1% | 6,171 | $943K |
| Resonant Capital Advisors, LLC | 0.05% | Add +32.8% | 6,164 | $942K |
| 1900 Wealth Management LLC | 0.06% | Add +4.2% | 6,153 | $940K |
| Motco | 0.09% | Reduce -1.2% | 6,145 | $939K |
| Investment Research Partners LLC | 0.38% | Reduce -1.2% | 6,123 | $935K |
| Trust Point Inc. | 0.08% | Add +11.2% | 6,112 | $934K |
| Insigneo Advisory Services, LLC | 0.07% | Add +16.4% | 6,093 | $931K |
| Meriwether Wealth & Planning, LLC | 0.51% | Reduce -36.1% | 6,073 | $928K |
| Heritage Wealth Management, Inc. | 0.46% | Add +0.1% | 6,052 | $924K |
| Schulhoff & Co. Inc. | 0.38% | No change | 6,050 | $924K |
| Jeppson Wealth Management, LLC | 0.29% | No change | 6,038 | $922K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.5% | 6,035 | $922K |
| Keel Point, LLC | 0.06% | Reduce -25.6% | 6,015 | $919K |
| Dickmeyer Boyce Financial Management, Inc. | 0.54% | — | 6,007 | $918K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -36.3% | 6,002 | $917K |
| Peoples Bank | 0.92% | Reduce -0.7% | 5,990 | $915K |
| Kennedy Investment Group, Inc. | 0.36% | Reduce -0.0% | 5,976 | $913K |
| Cypress Capital Group | 0.10% | Reduce -0.4% | 5,941 | $907K |
| Bradyco, Inc. | 0.69% | No change | 5,841 | $892K |
| Goldstone Financial Group, LLC | 0.10% | Reduce -15.1% | 5,838 | $892K |
| Fulton Bank, N.A. | 0.03% | Reduce -11.6% | 5,834 | $891K |
| Calydon Capital | 0.14% | Add +1.4% | 5,806 | $887K |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | No change | 5,794 | $885K |
| NTV Asset Management LLC | 0.10% | No change | 5,784 | $884K |
| First Citizens Bank & Trust Co. | 0.02% | Add +7.7% | 5,780 | $883K |
| Steadtrust LLC | 0.50% | Add +0.4% | 5,767 | $881K |
| Radnor Capital Management, LLC | 0.13% | No change | 5,725 | $874K |
| Davis Investment Partners, LLC | 0.31% | New | 5,658 | $864K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +31.3% | 5,640 | $862K |
| Credit Agricole S A | 0.00% | New | 5,636 | $861K |
| Neville Rodie & Shaw Inc. | 0.06% | Reduce -12.5% | 5,610 | $857K |
| Centaurus Financial, Inc. | 0.04% | Reduce -11.5% | 5,594 | $854K |
| Parkside Financial Bank & Trust | 0.07% | Add +3.6% | 5,576 | $852K |
| Larry Mathis Financial Planning, LLC | 0.76% | Reduce -2.3% | 5,575 | $852K |
| Diversified Trust Co. | 0.02% | Reduce -1.8% | 5,554 | $848K |
| CVA Family Office, LLC | 0.09% | No change | 5,542 | $847K |
| Penbrook Management LLC | 0.64% | Reduce -1.3% | 5,540 | $846K |
| Twin City Private Wealth, LLC | 0.64% | Reduce -23.2% | 5,533 | $845K |
| Aureus Asset Management, LLC | 0.06% | Add +27.4% | 5,495 | $839K |
| Altus Wealth Group LLC | 0.34% | Reduce -0.7% | 5,458 | $834K |
| Simplicity Wealth,LLC | 0.05% | Add +5.9% | 5,440 | $831K |
| Freestone Capital Holdings, LLC | 0.03% | Add +6.7% | 5,436 | $830K |
| Diesslin Group, Inc. | 0.37% | No change | 5,434 | $830K |
| Argonautica Private Wealth Management, Inc. | 0.25% | Add +11.2% | 5,416 | $827K |
| Mb, Levis & Associates, LLC | 0.34% | No change | 5,410 | $826K |
| JMN Financial LLC | 0.81% | Reduce -14.8% | 5,386 | $823K |
| Knightsbridge Asset Management, LLC | 0.11% | Add +24.5% | 5,383 | $822K |
| Texas Bank & Trust Co | 0.31% | Reduce -18.3% | 5,378 | $821K |
| XML Financial, LLC | 0.07% | Reduce -2.0% | 5,376 | $821K |
| Summit Financial, LLC | 0.01% | Add +18.8% | 5,353 | $818K |
| IHT Wealth Management, LLC | 0.02% | Add +12.8% | 5,342 | $816K |
| Regal Investment Advisors LLC | 0.05% | Add +5.4% | 5,322 | $813K |
| Ariadne Wealth Management, LP | 0.36% | No change | 5,319 | $812K |
| Forza Wealth Management, LLC | 0.28% | No change | 5,274 | $806K |
| Kennebec Savings Bank | 0.72% | Reduce -1.2% | 5,253 | $802K |
| Benjamin Edwards Inc. | 0.01% | Add +6.4% | 5,253 | $802K |
| Alhambra Investment Management LLC | 0.37% | Reduce -0.5% | 5,232 | $799K |
| Banco de Sabadell, S.A | 0.53% | Reduce -6.9% | 5,281 | $796K |
| Circle Wealth Management, LLC | 0.01% | Reduce -2.5% | 5,196 | $794K |
| E&G Advisors, LLC | 0.18% | Reduce -2.0% | 5,177 | $791K |
| First American Trust, FSB | 0.05% | Add +5.5% | 5,123 | $782K |
| DF Dent & Co. Inc. | 0.01% | Add +53.6% | 5,115 | $781K |
| O'Brien Greene & Co. Inc | 0.22% | No change | 5,081 | $776K |
| Monument Capital Management | 0.19% | Add +15.7% | 5,076 | $775K |
| Independent Financial Group, LLC | 0.02% | Add +30.1% | 5,025 | $768K |
| GC Wealth Management RIA, LLC | 0.03% | Add +35.2% | 5,022 | $767K |
| Drucker Wealth 3.0, LLC | 0.13% | Add +0.7% | 5,012 | $766K |
| CFO4Life Group, LLC | 0.12% | Reduce -12.2% | 5,010 | $765K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.4% | 5,004 | $764K |
| Rexford Capital Inc. | 0.55% | Add +0.2% | 5,002 | $764K |
| Natural Investments, LLC | 0.19% | Add +6.5% | 5,007 | $764K |
| Payne Capital LLC | 0.70% | No change | 5,000 | $764K |
| One Wealth Advisors, LLC | 0.09% | Add +1.2% | 4,955 | $757K |
| Arax Advisory Partners | 0.02% | Reduce -30.4% | 5,021 | $757K |
| Liberty One Investment Management, LLC | 0.08% | Add +10.0% | 4,941 | $755K |
| Colter Lewis Investment Partners LLC | 0.71% | New | 4,933 | $754K |
| Modera Wealth Management, LLC | 0.01% | Reduce -8.8% | 4,925 | $752K |
| Burns J W & Co. Inc. | 0.09% | No change | 4,918 | $751K |
| Crestwood Advisors Group, LLC | 0.01% | Add +22.9% | 4,892 | $747K |
| Mark Sheptoff Financial Planning, LLC | 0.39% | Reduce -7.2% | 5,120 | $745K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -0.9% | 4,875 | $745K |
| BXM Wealth LLC | 0.57% | Reduce -88.7% | 4,840 | $739K |
| Essex Bank | 0.16% | Add +0.0% | 4,814 | $735K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.4% | 4,799 | $733K |
| Principle Wealth Partners LLC | 0.04% | Reduce -0.6% | 4,772 | $729K |
| Valley Brook Capital Group, Inc. | 0.49% | No change | 4,767 | $728K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -28.6% | 4,842 | $728K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +2.6% | 4,758 | $727K |
| Veracity Capital LLC | 0.26% | Add +26.3% | 4,756 | $727K |
| Net Worth Advisory Group | 0.15% | Reduce -5.6% | 4,756 | $726K |
| Cascade Financial Partners, LLC | 0.07% | Reduce -2.1% | 4,733 | $723K |
| Greenspring Advisors, LLC | 0.04% | Add +10.2% | 4,733 | $723K |
| Sigma Planning Corp | 0.02% | Reduce -7.5% | 4,716 | $720K |
| Cullinan Associates Inc. | 0.06% | No change | 4,700 | $718K |
| Bedel Financial Consulting, Inc. | 0.08% | Reduce -0.3% | 4,682 | $715K |
| Visionary Horizons, LLC | 0.35% | Add +0.2% | 4,680 | $715K |
| Convergence Financial, LLC | 0.08% | Add +90.9% | 4,670 | $713K |
| Syon Capital LLC | 0.04% | Add +0.4% | 4,649 | $710K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +3.5% | 4,646 | $710K |
| Opal Wealth Advisors, LLC | 0.16% | Add +12.7% | 4,634 | $708K |
| Gateway Wealth Partners, LLC | 0.03% | New | 4,616 | $705K |
| Presilium Private Wealth, LLC | 0.12% | New | 4,605 | $703K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.12% | Reduce -11.0% | 4,602 | $703K |
| Rossmore Private Capital | 0.06% | Reduce -3.1% | 4,581 | $700K |
| Mraz, Amerine & Associates, Inc. | 0.10% | Reduce -27.7% | 4,552 | $695K |
| Brucke Financial, Inc. | 0.35% | Reduce -22.6% | 4,544 | $694K |
| Cordatus Wealth Management LLC | 0.17% | Reduce -13.9% | 4,541 | $694K |
| Hanson & Doremus Investment Management | 0.08% | Add +624.5% | 4,528 | $692K |
| Stablepoint Partners, LLC | 0.10% | Add +0.9% | 4,530 | $692K |
| Xponance LLC | 0.00% | Add +27.1% | 4,507 | $688K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.5% | 4,504 | $688K |
| RNC Capital Management LLC | 0.03% | Reduce -2.2% | 4,497 | $687K |
| Nilsine Partners, LLC | 0.05% | Reduce -6.1% | 4,762 | $687K |
| WASHINGTON TRUST Co | 0.02% | Reduce -1.7% | 4,467 | $682K |
| Marino, Stram & Associates LLC | 0.12% | Add +0.7% | 4,413 | $674K |
| SmartHarvest Portfolios, LLC | 0.28% | Add +55.1% | 4,407 | $673K |
| Texas Yale Capital Corp. | 0.02% | Add +7.3% | 4,392 | $671K |
| Mill Capital Management, LLC | 0.05% | No change | 4,388 | $670K |
| Allen Wealth Management, LLC | 0.33% | Reduce -4.4% | 4,370 | $668K |
| Clear Harbor Asset Management, LLC | 0.05% | Reduce -1.5% | 4,362 | $666K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.5% | 4,557 | $665K |
| Stegent Equity Advisors, Inc. | 0.57% | Add +63.5% | 4,343 | $663K |
| Wedbush Securities Inc. | 0.02% | Reduce -15.8% | 4,323 | $660K |
| First City Capital Management, Inc. | 0.35% | Add +0.0% | 4,321 | $660K |
| Oarsman Capital, Inc. | 0.08% | Reduce -2.5% | 4,320 | $660K |
| Advisor OS, LLC | 0.05% | New | 4,310 | $658K |
| Klingman & Associates, LLC | 0.03% | Add +3.7% | 4,293 | $656K |
| Angeles Wealth Management, LLC | 0.04% | Add +33.9% | 4,286 | $655K |
| Wesbanco Bank Inc. | 0.02% | Add +27.3% | 4,265 | $651K |
| Cambient Family Office, LLC | 0.09% | No change | 4,264 | $651K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -6.6% | 4,232 | $646K |
| Baker Tilly Wealth Management, LLC | 0.16% | Add +3.6% | 4,227 | $646K |
| CX Institutional | 0.02% | Reduce -12.7% | 4,203 | $642K |
| Curbstone Financial Management Corp | 0.12% | Reduce -3.5% | 4,194 | $641K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -4.0% | 4,479 | $640K |
| D'Orazio & Associates, Inc. | 0.08% | Add +1.4% | 4,187 | $640K |
| Anchyra Partners LLC | 0.19% | Add +23.4% | 4,170 | $637K |
| Pinnacle West Asset Management, Inc. | 0.43% | Reduce -2.7% | 4,155 | $635K |
| FDx Advisors, Inc. | 0.20% | New | 4,156 | $635K |
| Financial & Tax Architects, LLC | 0.14% | Reduce -37.4% | 4,135 | $632K |
| Private Wealth Asset Management, LLC | 0.07% | No change | 4,127 | $630K |
| Sovran Advisors, LLC | 0.05% | Add +26.7% | 4,259 | $630K |
| Cromwell Holdings LLC | 0.35% | No change | 4,117 | $629K |
| Thornburg Investment Management Inc. | 0.01% | Reduce -15.8% | 4,114 | $628K |
| PFG Investments, LLC | 0.03% | Reduce -2.3% | 4,101 | $626K |
| R Squared Ltd | 0.34% | Add +75.6% | 4,097 | $626K |
| Argyle Capital Partners, LLC | 0.45% | Add +0.8% | 4,094 | $625K |
| Composition Wealth, LLC | 0.01% | Add +12.0% | 4,089 | $625K |
| Calamos Wealth Management LLC | 0.02% | Reduce -12.3% | 4,073 | $622K |
| Calamos Advisors LLC | 0.00% | New | 4,073 | $622K |
| Capital Analysts, LLC | 0.02% | Reduce -19.6% | 4,070 | $622K |
| Tred Avon Family Wealth, LLC | 0.21% | Reduce -3.3% | 4,051 | $619K |
| Violich Capital Management, Inc. | 0.07% | Reduce -6.9% | 4,047 | $618K |
| Cannell & Spears LLC | 0.01% | Reduce -20.8% | 4,047 | $618K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +98.2% | 4,042 | $617K |
| S.A. Mason LLC | 0.23% | No change | 4,040 | $617K |
| Seven Mile Advisory | 0.44% | Add +1.5% | 4,023 | $615K |
| Heritage Family Offices, LLP | 0.27% | Reduce -22.0% | 4,018 | $614K |
| Pure Financial Advisors, LLC | 0.01% | Add +19.9% | 4,010 | $613K |
| RiverFront Investment Group, LLC | 0.01% | Add +4.3% | 3,981 | $608K |
| Burke & Herbert Bank & Trust Co. | 0.17% | No change | 3,944 | $602K |
| Aspen Wealth Management LLC | 0.12% | No change | 3,941 | $602K |
| Dakota Wealth Management | 0.01% | Reduce -16.7% | 3,907 | $597K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +8.7% | 3,902 | $596K |
| Fiduciary Financial Group, LLC | 0.08% | Add +5.8% | 3,892 | $595K |
| Smith Salley Wealth Management | 0.03% | Add +14.7% | 3,892 | $595K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -1.4% | 3,885 | $593K |
| Grove Bank & Trust | 0.07% | Add +24.3% | 3,883 | $593K |
| Invested Advisors | 0.59% | Reduce -3.1% | 3,851 | $588K |
| Optas, LLC | 0.09% | Add +0.3% | 3,849 | $588K |
| Twin Lakes Capital Management, LLC | 0.27% | Reduce -1.9% | 3,830 | $585K |
| Acorn Creek Capital LLC | 0.21% | Add +2.5% | 3,820 | $584K |
| Hollow Brook Wealth Management LLC | 0.15% | No change | 3,788 | $579K |
| Hexagon Capital Partners LLC | 0.08% | New | 3,783 | $578K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -6.0% | 3,782 | $578K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.5% | 3,776 | $577K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.7% | 3,775 | $577K |
| Aull & Monroe Investment Management Corp | 0.27% | No change | 3,771 | $576K |
| SPWM Advisors LLC | 0.50% | Reduce -23.8% | 3,869 | $573K |
| Aspen Investment Management Inc | 0.17% | Reduce -1.4% | 3,736 | $571K |
| ClearAlpha Technologies LP | 1.17% | New | 3,735 | $571K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Add +44.2% | 3,733 | $570K |
| Roxbury Financial LLC | 0.51% | Add +0.2% | 3,726 | $569K |
| Traynor Capital Management, Inc. | 0.03% | Add +108.2% | 3,782 | $569K |
| AlTi Global, Inc. | 0.01% | Reduce -15.2% | 3,714 | $567K |
| Hemenway Trust Co LLC | 0.05% | Reduce -5.8% | 3,700 | $565K |
| Southland Equity Partners LLC | 0.11% | Add +7.3% | 3,685 | $563K |
| Davidson Trust Co. | 0.24% | Reduce -1.4% | 3,685 | $563K |
| IFP Advisors, Inc | 0.01% | Add +23.8% | 3,679 | $562K |
| Journey Strategic Wealth LLC | 0.01% | Add +5.7% | 3,664 | $560K |
| Haven Private, LLC | 0.24% | Add +3.0% | 3,654 | $558K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.1% | 3,636 | $555K |
| Cohen Investment Advisors LLC | 0.26% | Reduce -0.5% | 3,635 | $555K |
| Perennial Investment Advisors, LLC | 0.04% | Add +12.2% | 3,618 | $553K |
| Evoke Wealth, LLC | 0.01% | Reduce -4.8% | 3,604 | $551K |
| Jackson Square Capital, LLC | 0.12% | Add +3.8% | 3,600 | $550K |
| RFG Advisory, LLC | 0.01% | Add +58.7% | 3,592 | $549K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +60.0% | 3,591 | $549K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -3.5% | 3,581 | $547K |
| Journey Retirement Planning & Investment Management LLC | 0.48% | Reduce -74.6% | 3,568 | $545K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +126.8% | 3,557 | $543K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -8.5% | 3,553 | $543K |
| SYM FINANCIAL Corp | 0.05% | Add +18.2% | 3,534 | $540K |
| Harbour Capital Advisors, LLC | 0.10% | New | 3,654 | $538K |
| Nwam LLC | 0.03% | Add +9.1% | 3,519 | $538K |
| SG Americas Securities, LLC | 0.00% | New | 3,515 | $537K |
| Cherokee Insurance Co | 0.20% | No change | 3,500 | $535K |
| Crew Capital Management, Ltd | 0.36% | No change | 3,499 | $534K |
| Newman Dignan & Sheerar, Inc. | 0.11% | No change | 3,499 | $534K |
| New Republic Capital, LLC | 0.18% | Reduce -37.9% | 3,496 | $534K |
| CoreFirst Bank & Trust | 0.28% | Add +1.2% | 3,490 | $533K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | Add +69.3% | 3,492 | $533K |
| Foster Group, Inc. | 0.02% | Add +5.8% | 3,487 | $533K |
| Canopy Partners, LLC | 0.18% | No change | 3,479 | $531K |
| Verity & Verity, LLC | 0.04% | Reduce -7.9% | 3,478 | $531K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.1% | 3,462 | $529K |
| Riversedge Advisors, LLC | 0.09% | Add +2.6% | 3,458 | $528K |
| Burns Matteson Capital Management, LLC | 0.21% | New | 3,446 | $526K |
| Kintra Wealth, LLC | 0.04% | Add +25.1% | 3,441 | $526K |
| Revisor Wealth Management LLC | 0.14% | Reduce -23.1% | 3,426 | $523K |
| Regatta Capital Group, LLC | 0.08% | Reduce -20.9% | 3,420 | $522K |
| Sachetta, LLC | 0.28% | Add +1.8% | 3,414 | $521K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -0.8% | 3,410 | $521K |
| 44 Wealth Management LLC | 0.18% | Add +41.8% | 3,405 | $520K |
| Three Seasons Wealth, LLC | 0.20% | No change | 3,400 | $519K |
| Intergy Private Wealth, LLC | 0.15% | Reduce -2.3% | 3,397 | $519K |
| Round Hill Asset Management | 0.34% | No change | 3,392 | $518K |
| Arvest Investments, Inc. | 0.07% | Reduce -2.3% | 3,384 | $517K |
| Expressive Wealth LLC | 0.49% | New | 3,479 | $516K |
| Latitude Advisors, LLC | 0.24% | Reduce -3.7% | 3,370 | $515K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.3% | 3,361 | $513K |
| Cetera Trust Company, N.A | 0.29% | Reduce -2.9% | 3,352 | $512K |
| Pursue Wealth Partners LLC | 0.31% | No change | 3,352 | $512K |
| Mitchell Sinkler & Starr | 0.24% | Reduce -1.5% | 3,343 | $511K |
| Michels Family Financial, LLC | 0.37% | No change | 3,342 | $510K |
| Certior Financial Group, LLC | 0.33% | Add +0.6% | 3,342 | $510K |
| LaFleur & Godfrey LLC | 0.06% | No change | 3,337 | $510K |
| Hendershot Investments Inc. | 0.07% | No change | 3,331 | $509K |
| Axiom Investment Management LLC | 0.39% | — | 3,326 | $508K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.6% | 3,325 | $508K |
| McDaniel Terry & Co. | 0.04% | Add +4.9% | 3,325 | $508K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -33.1% | 3,309 | $505K |
| Range Financial Group LLC | 0.17% | Reduce -0.2% | 3,306 | $505K |
| Kanawha Capital Management LLC | 0.04% | Reduce -0.5% | 3,279 | $501K |
| LCM Capital Management Inc | 0.25% | Add +1.8% | 3,272 | $500K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -1.3% | 3,250 | $496K |
| Wealth Alliance, LLC | 0.05% | Reduce -8.8% | 3,248 | $496K |
| Elmwood Wealth Management, Inc. | 0.14% | Reduce -3.0% | 3,240 | $495K |
| King Wealth Management Group | 0.06% | No change | 3,200 | $489K |
| Stokes Family Office, LLC | 0.05% | Reduce -33.4% | 3,198 | $488K |
| SVB Wealth LLC | 0.03% | Reduce -6.3% | 3,196 | $488K |
| Occidental Asset Management, LLC | 0.06% | Add +6.6% | 3,189 | $487K |
| Traveka Wealth, LLC | 0.19% | Reduce -2.5% | 3,185 | $487K |
| Cpwa, LLC | 0.58% | — | 3,337 | $485K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.3% | 3,168 | $484K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Add +1.5% | 3,167 | $484K |
| Addison Advisors LLC | 0.11% | Reduce -0.7% | 3,132 | $478K |
| Broderick Brian C | 0.09% | No change | 3,121 | $477K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.4% | 3,121 | $477K |
| Clear Wave Wealth Management LLC | 0.12% | — | 3,114 | $476K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Reduce -5.0% | 3,107 | $475K |
| Chicago Partners Investment Group LLC | 0.01% | Add +11.0% | 3,219 | $474K |
| Millstone Evans Group, LLC | 0.28% | No change | 3,102 | $474K |
| Lantern Wealth Advisors, LLC | 0.24% | No change | 3,100 | $474K |
| Severin Investments, LLC | 0.41% | Reduce -10.2% | 3,097 | $473K |
| OneAscent Family Office, LLC | 0.33% | Add +28.1% | 3,096 | $473K |
| Tranquilli Financial Advisor LLC | 0.28% | Reduce -26.9% | 3,094 | $473K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.5% | 3,094 | $472K |
| FLC Capital Advisors | 0.08% | No change | 3,066 | $468K |
| Beacon Bank & Trust | 0.10% | Add +14.4% | 3,059 | $467K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -5.5% | 3,050 | $466K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 3,047 | $465K |
| TigerOak Management, L.L.C. | 0.15% | Reduce -0.2% | 3,044 | $465K |
| Corient IA LP | 0.44% | No change | 3,030 | $463K |
| Woodstock Corp. | 0.04% | Reduce -1.6% | 3,029 | $463K |
| Paces Ferry Wealth Advisors, LLC | 0.19% | Reduce -0.0% | 3,027 | $462K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.37% | No change | 3,011 | $460K |
| J Hagan Capital, Inc. | 0.25% | No change | 3,010 | $460K |
| Sentry LLC | 0.15% | No change | 3,010 | $460K |
| Beacon Investment Advisors LLC | 0.17% | No change | 3,000 | $458K |
| Abner Herrman & Brock LLC | 0.05% | No change | 3,000 | $458K |
| Bar Harbor Wealth Management | 0.03% | Add +2.7% | 2,992 | $457K |
| Western Wealth Management, LLC | 0.02% | Add +3.6% | 2,989 | $457K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,988 | $456K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +12.0% | 2,987 | $456K |
| Ethos Financial Group, LLC | 0.03% | Add +27.1% | 2,986 | $456K |
| Platform Technology Partners | 0.09% | No change | 2,984 | $456K |
| Sanchez Gaunt Capital Management, LLC | 0.28% | — | 2,978 | $455K |
| Pointe Capital Management LLC | 0.23% | Reduce -5.1% | 2,977 | $455K |
| Clear Creek Financial Management, LLC | 0.03% | Add +7.0% | 2,960 | $452K |
| Rossby Financial, LCC | 0.09% | Add +6.7% | 2,901 | $450K |
| Family Capital Management, Inc. | 0.20% | Add +74.3% | 2,945 | $450K |
| LRI Investments, LLC | 0.04% | Add +5.6% | 2,933 | $448K |
| Lanark Financial, Inc. | 0.03% | Reduce -33.2% | 2,910 | $445K |
| Canal Capital Management, LLC | 0.06% | No change | 2,906 | $444K |
| SIH Partners, LLLP | 0.01% | Reduce -89.1% | 2,903 | $443K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 2,900 | $443K |
| Intellectus Partners, LLC | 0.09% | Reduce -24.9% | 2,899 | $443K |
| Aspiriant, LLC | 0.01% | Add +10.2% | 2,898 | $443K |
| National Philanthropic Trust | 0.00% | Add +26.0% | 2,896 | $442K |
| Alliance Wealth Advisors, LLC | 0.10% | Reduce -13.4% | 2,895 | $442K |
| Apella Capital, LLC | 0.01% | Add +29.8% | 2,908 | $442K |
| Almanack Investment Partners, LLC. | 0.07% | Reduce -0.9% | 2,892 | $442K |
| Quantum Portfolio Management LLC | 0.19% | New | 2,877 | $439K |
| Wulff, Hansen & Co. | 0.45% | No change | 2,865 | $438K |
| Verition Fund Management LLC | 0.00% | Reduce -61.9% | 2,860 | $437K |
| one8zero8, LLC | 0.10% | No change | 2,852 | $436K |
| Community Bank & Trust, Waco, Texas | 0.09% | No change | 2,851 | $435K |
| Inscription Capital, LLC | 0.05% | Add +23.8% | 2,835 | $433K |
| Prosperity Consulting Group, LLC | 0.02% | Add +65.2% | 2,833 | $433K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 2,828 | $432K |
| Integrated Advisors Network LLC | 0.02% | Add +38.4% | 2,820 | $431K |
| Flywheel Private Wealth LLC | 0.24% | No change | 2,796 | $427K |
| Ewa, LLC | 0.10% | Add +3.0% | 2,786 | $426K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 2,781 | $425K |
| Magnus Financial Group LLC | 0.03% | Reduce -1.2% | 2,782 | $425K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 2,779 | $424K |
| PEAK6 LLC | 0.01% | Add +144.6% | 2,779 | $424K |
| BSW Wealth Partners | 0.05% | Reduce -11.8% | 2,772 | $423K |
| Indivisible Partners | 0.04% | New | 2,755 | $421K |
| Ascentis Independent Advisors | 0.03% | Add +83.4% | 2,748 | $420K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 2,733 | $417K |
| Northstar Group, Inc. | 0.06% | No change | 2,729 | $417K |
| Keebeck Wealth Management | 0.05% | New | 2,718 | $415K |
| Summit Global Investments | 0.02% | Add +1.2% | 2,716 | $415K |
| PUREfi Wealth, LLC | 0.27% | New | 2,715 | $415K |
| Roundview Capital LLC | 0.03% | Reduce -0.1% | 2,707 | $413K |
| Philadelphia Trust Co. | 0.03% | No change | 2,700 | $412K |
| Kapstone Financial Advisors LLC | 0.20% | No change | 2,695 | $412K |
| Advyzon Investment Management, LLC | 0.04% | New | 2,687 | $410K |
| Gotham Asset Management | 0.00% | Reduce -2.6% | 2,683 | $410K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Add +1.1% | 2,677 | $409K |
| Quad-Cities Investment Group, LLC | 0.16% | Reduce -3.5% | 2,675 | $409K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +12.0% | 2,675 | $409K |
| Founders Financial Securities LLC | 0.02% | Reduce -4.1% | 2,628 | $407K |
| Key Financial Inc | 0.07% | Add +2.6% | 2,659 | $406K |
| Hilton Head Capital Partners, LLC | 0.23% | Add +0.6% | 2,651 | $405K |
| Carter Financial Group, INC. | 0.25% | Reduce -8.2% | 2,649 | $405K |
| Advisors Preferred, LLC | 0.06% | Add +364.0% | 2,645 | $404K |
| Chapman Financial Group, LLC | 0.29% | Reduce -18.8% | 2,637 | $403K |
| Peddock Capital Advisors, LLC | 0.09% | No change | 2,632 | $402K |
| Focus Financial Network, Inc. | 0.01% | Reduce -11.2% | 2,630 | $402K |
| Eagle Strategies LLC | 0.05% | Add +1.0% | 2,630 | $402K |
| Norden Group LLC | 0.04% | Add +22.1% | 2,622 | $401K |
| Weatherly Asset Management L. P. | 0.03% | Add +0.1% | 2,621 | $400K |
| a16z Perennial Management, L.P. | 0.03% | No change | 2,618 | $400K |
| Intrua Financial, LLC | 0.04% | Reduce -11.9% | 2,614 | $399K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 2,601 | $397K |
| Wimmer Associates 1, LLC | 0.19% | Add +2.8% | 2,594 | $396K |
| Compass Ion Advisors, LLC | 0.04% | Add +1.2% | 2,591 | $396K |
| JM2 Capital Inc. | 0.33% | Add +1.3% | 2,581 | $394K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.1% | 2,576 | $394K |
| CNB Bank | 0.17% | No change | 2,575 | $393K |
| Delaney Dennis R | 0.14% | New | 2,575 | $393K |
| OneAscent Financial Services LLC | 0.02% | New | 2,570 | $392K |
| Moneco Advisors, LLC | 0.03% | Reduce -1.7% | 2,569 | $392K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 2,564 | $392K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -40.5% | 2,542 | $388K |
| 55 North Private Wealth, LLC | 0.10% | Add +19.3% | 2,539 | $388K |
| JGP Wealth Management, LLC | 0.04% | Add +4.4% | 2,536 | $387K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +43.3% | 2,528 | $386K |
| Flatrock Wealth Partners LLC | 0.17% | Add +2.7% | 2,527 | $386K |
| Founders Financial Alliance, LLC | 0.07% | Add +44.3% | 2,526 | $386K |
| Great Diamond Partners, LLC | 0.07% | Reduce -1.1% | 2,525 | $386K |
| Jacobs & Co. | 0.04% | Reduce -3.1% | 2,520 | $384K |
| Watershed Private Wealth LLC | 0.12% | Reduce -5.8% | 2,509 | $383K |
| Legacy Advisors, LLC | 0.05% | Reduce -0.7% | 2,507 | $383K |
| Drive Wealth Management, LLC | 0.08% | Add +0.8% | 2,501 | $382K |
| Norris Perne & French LLP | 0.02% | Reduce -0.8% | 2,500 | $382K |
| Trek Financial, LLC | 0.02% | Add +20.1% | 2,496 | $381K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -3.9% | 2,490 | $380K |
| Viewpoint Investment Partners Corp. | 0.18% | Add +30.8% | 3,400 | $380K |
| M. Kulyk & Associates, LLC | 0.07% | Add +22.2% | 2,488 | $380K |
| Xxi Wealth, LLC | 0.21% | New | 2,468 | $377K |
| Laraway Financial Advisors Inc | 0.26% | No change | 2,467 | $377K |
| Busey Bank | 0.01% | Reduce -2.3% | 2,452 | $375K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.3% | 2,463 | $374K |
| Essex LLC | 0.07% | No change | 2,450 | $374K |
| Sheets Smith Wealth Management | 0.04% | No change | 2,450 | $374K |
| Knights of Columbus Asset Advisors LLC | 0.02% | New | 2,435 | $372K |
| One Wealth Capital Management, LLC | 0.16% | Add +73.8% | 2,555 | $372K |
| Independence Wealth Advisors, LLC | 0.20% | Add +39.4% | 2,423 | $370K |
| Hopwood Financial Services, Inc. | 0.25% | Reduce -0.8% | 2,405 | $367K |
| Kornitzer Capital Management Inc. | 0.01% | Add +12.4% | 2,405 | $367K |
| Horizon Wealth Management, LLC | 0.05% | Add +1.9% | 2,399 | $366K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -51.0% | 2,391 | $365K |
| Avail Investment Partners, LLC | 0.39% | — | 2,374 | $363K |
| Greenup Street Wealth Management LLC | 0.05% | Reduce -2.8% | 2,376 | $363K |
| Diversified Enterprises, LLC | 0.02% | Add +6.2% | 2,376 | $363K |
| Argyle Capital Management, LLC | 0.12% | No change | 2,375 | $363K |
| Van Strum & Towne Inc. | 0.11% | No change | 2,372 | $362K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +15.3% | 2,370 | $362K |
| Sapient Capital LLC | 0.01% | Add +24.5% | 2,363 | $361K |
| Maia Wealth LLC | 0.06% | Reduce -6.1% | 2,363 | $361K |
| Mondrian Investment Partners LTD | 0.01% | Reduce -56.4% | 2,353 | $359K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -23.6% | 2,350 | $359K |
| Oakworth Capital, Inc. | 0.02% | Reduce -4.9% | 2,335 | $357K |
| Shoker Investment Counsel, Inc. | 0.11% | No change | 2,335 | $357K |
| Community Financial Services Group, LLC | 0.06% | Reduce -34.8% | 2,297 | $356K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Reduce -0.1% | 2,326 | $355K |
| Meyer Handelman Co. | 0.01% | New | 2,320 | $354K |
| Value Investment Professionals, LLC | 0.78% | New | 2,319 | $354K |
| Koshinski Asset Management, Inc. | 0.02% | Add +10.5% | 2,315 | $354K |
| Ancora Advisors LLC | 0.01% | Add +2.2% | 2,310 | $353K |
| Caldwell Trust Co | 0.03% | No change | 2,310 | $353K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +5.0% | 2,308 | $352K |
| Viawealth, LLC | 0.20% | No change | 2,301 | $351K |
| RiverGlades Family Offices LLC | 0.21% | — | 2,300 | $351K |
| Schmidt P J Investment Management Inc. | 0.06% | No change | 2,300 | $351K |
| Kendall Capital Management | 0.07% | No change | 2,295 | $351K |
| Claro Advisors Inc. | 0.04% | Add +9.4% | 2,291 | $350K |
| Earned Wealth Advisors, LLC | 0.02% | Add +15.8% | 2,284 | $349K |
| Juncture Wealth Strategies, LLC | 0.12% | Add +17.3% | 2,283 | $349K |
| Outlook Wealth Advisors, LLC | 0.08% | Add +0.1% | 2,272 | $347K |
| Financial Security Advisor, Inc. | 0.06% | No change | 2,264 | $346K |
| Keystone Financial Group | 0.02% | Add +2.5% | 2,280 | $345K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.2% | 2,255 | $344K |
| Vicus Capital | 0.03% | Reduce -23.4% | 2,250 | $344K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -56.3% | 2,250 | $344K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.4% | 2,250 | $344K |
| Vann Equity Management LLC | 0.24% | — | 2,231 | $341K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | No change | 2,230 | $341K |
| Formidable Asset Management, LLC | 0.05% | Reduce -3.5% | 2,460 | $339K |
| Palladiem, LLC | 0.32% | Add +0.5% | 2,181 | $338K |
| Kovack Advisors, Inc. | 0.02% | Add +3.0% | 2,185 | $338K |
| Mattern Capital Management, LLC | 0.04% | No change | 2,211 | $338K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 2,205 | $337K |
| Liberty Wealth Management LLC | 0.04% | Add +1.1% | 2,205 | $337K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +0.1% | 2,204 | $337K |
| Wealth Group, Ltd. | 0.31% | No change | 2,200 | $336K |
| Braun-Bostich & Associates Inc. | 0.21% | Reduce -1.7% | 2,196 | $335K |
| Gerald Baker Financial Group LLC | 0.11% | — | 2,194 | $335K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Reduce -2.2% | 2,200 | $335K |
| Tower Wealth Partners, Inc. | 0.18% | Add +8.5% | 2,190 | $335K |
| Van Diest Capital, LLC | 0.26% | Add +11.1% | 2,181 | $333K |
| Paradigm Capital Management, LLC | 0.31% | Reduce -2.9% | 2,177 | $333K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 2,151 | $331K |
| Aspen Grove Capital, LLC | 0.06% | New | 2,167 | $331K |
| Farmers National Bank | 0.07% | Reduce -1.9% | 2,145 | $328K |
| Prospect Financial Group LLC | 0.30% | No change | 2,134 | $326K |
| Cannon Advisors, Inc. | 0.24% | Reduce -0.1% | 2,129 | $325K |
| Dorato Capital Management | 0.24% | No change | 2,104 | $325K |
| Everpar Advisors LLC | 0.11% | Add +6.9% | 2,123 | $324K |
| Armor Investment Advisors, LLC | 0.12% | No change | 2,119 | $324K |
| Summitry LLC | 0.01% | Add +5.4% | 2,118 | $324K |
| Enterprise Financial Services Corp | 0.16% | Reduce -9.2% | 2,109 | $322K |
| GM Advisory Group, LLC | 0.01% | New | 2,102 | $321K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 2,100 | $321K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -19.5% | 2,099 | $321K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 2,091 | $319K |
| Dakota Community Bank & Trust NA | 1.08% | Reduce -2.5% | 2,090 | $319K |
| Merrion Investment Management Co, LLC | 0.17% | No change | 2,080 | $318K |
| Elk River Wealth Management LLC | 0.05% | No change | 2,060 | $315K |
| Keudell/Morrison Wealth Management | 0.06% | Add +2.5% | 2,058 | $314K |
| Livet Wealth, LLC | 0.20% | Reduce -1.1% | 2,052 | $313K |
| Vanguard Capital Wealth Advisors | 0.29% | Reduce -4.7% | 2,050 | $313K |
| F/m Investments LLC | 0.02% | No change | 2,050 | $313K |
| Whalerock Point Partners, LLC | 0.06% | No change | 2,050 | $313K |
| Hudson Capital Management LLC | 0.08% | No change | 2,040 | $312K |
| Dillon & Associates Inc. | 0.04% | Reduce -7.8% | 2,031 | $311K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 2,030 | $310K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -6.0% | 2,028 | $310K |
| Wayfinding Financial, LLC | 0.13% | Add +10.9% | 2,025 | $309K |
| Cauble & Harre Wealth Management, Inc. | 0.25% | No change | 2,085 | $309K |
| Stonebrook Private Inc. | 0.07% | New | 2,020 | $309K |
| First County Bank | 0.17% | Add +37.8% | 2,014 | $308K |
| BIP Wealth, LLC | 0.01% | Reduce -7.6% | 2,014 | $308K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 2,013 | $307K |
| SageView Advisory Group, LLC | 0.01% | Reduce -91.4% | 2,004 | $306K |
| Eagle Harbor Asset Management Inc. | 0.26% | Reduce -7.2% | 2,002 | $306K |
| Peak Asset Management, LLC | 0.05% | No change | 2,000 | $306K |
| Sanders Morris Harris LLC | 0.05% | New | 2,000 | $306K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 2,000 | $306K |
| Parnassus Investments, LLC | 0.00% | New | 1,999 | $305K |
| Verity Asset Management, Inc. | 0.13% | Reduce -1.1% | 1,988 | $304K |
| Pacifica Partners Inc. | 0.10% | No change | 1,984 | $303K |
| Syverson Strege & Co | 0.07% | Add +4.1% | 1,973 | $301K |
| Headlands Technologies LLC | 0.03% | New | 1,973 | $301K |
| August Group Capital Ltd | 0.35% | Add +3.1% | 1,970 | $301K |
| Bruce G. Allen Investments, LLC | 0.20% | Add +0.9% | 1,970 | $301K |
| Cozad Asset Management Inc. | 0.02% | Reduce -10.5% | 1,967 | $300K |
| Barry Investment Advisors, LLC | 0.07% | Add +1.1% | 1,962 | $300K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -10.6% | 1,962 | $300K |
| Hilltop National Bank | 0.07% | Add +390.0% | 1,960 | $299K |
| Spinnaker Trust | 0.02% | No change | 1,959 | $299K |
| Crestmont Private Wealth LLC | 0.09% | Add +18.5% | 1,957 | $299K |
| South Street Advisors LLC | 0.04% | No change | 1,934 | $295K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 1,931 | $295K |
| Hummer Financial Advisory Services Inc | 0.21% | No change | 1,926 | $294K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 1,924 | $294K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 1,985 | $293K |
| Manchester Capital Management LLC | 0.04% | No change | 1,910 | $292K |
| Community Bank, N.A. | 0.03% | No change | 1,906 | $291K |
| Empower Advisory Group, LLC | 0.00% | Reduce -17.8% | 1,900 | $290K |
| Mattson Financial Services, LLC | 0.07% | New | 1,895 | $289K |
| Essex Investment Management Co. LLC | 0.05% | Reduce -32.4% | 1,875 | $286K |
| Mirador Capital Partners LP | 0.04% | New | 1,874 | $286K |
| Smith, Moore & Co. | 0.02% | Reduce -6.0% | 1,870 | $286K |
| Cura Wealth Advisors, LLC | 0.13% | Reduce -0.2% | 1,863 | $285K |
| Ponta Wealth Partners, LLC | 0.23% | No change | 1,861 | $284K |
| Ascentis Wealth Management, LLC | 0.06% | Add +1.8% | 1,849 | $282K |
| Capital Advantage, Inc. | 0.04% | No change | 1,846 | $282K |
| Narus Financial Partners, LLC | 0.07% | Reduce -16.0% | 1,839 | $281K |
| Hamilton Wealth, LLC | 0.05% | New | 1,830 | $280K |
| Verdence Capital Advisors LLC | 0.02% | Add +4.9% | 1,829 | $279K |
| Brown Financial Advisors | 0.11% | New | 1,828 | $279K |
| Excalibur Management Corp. | 0.10% | No change | 1,828 | $279K |
| Rockland Trust Co. | 0.01% | Reduce -5.2% | 1,828 | $279K |
| Trace Wealth Advisors, LLC | 0.21% | No change | 1,825 | $279K |
| Welch Financial Planning, LLC | 0.20% | No change | 1,825 | $279K |
| Elyxium Wealth, LLC | 0.09% | Reduce -35.0% | 1,820 | $278K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.04% | New | 1,819 | $278K |
| Lexington Hill Partners, LLC | 0.16% | New | 1,816 | $277K |
| VestGen Advisors, LLC | 0.01% | New | 1,871 | $277K |
| Redwood Wealth Management Group, LLC | 0.12% | No change | 1,815 | $277K |
| First Nebraska Trust Co | 0.03% | Reduce -4.0% | 1,812 | $277K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,806 | $276K |
| Fulcrum Equity Management | 0.27% | No change | 1,805 | $276K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,804 | $276K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -2.4% | 1,802 | $275K |
| Bristlecone Value Partners, LLC | 0.24% | New | 1,794 | $274K |
| Triad Wealth Partners, LLC | 0.02% | New | 1,789 | $273K |
| Soltis Investment Advisors LLC | 0.02% | Add +2.6% | 1,788 | $273K |
| Marietta Wealth Management, LLC | 0.03% | Add +1.9% | 1,786 | $273K |
| American National Bank & Trust | 0.03% | No change | 1,786 | $273K |
| Financial Perspectives, Inc | 0.08% | No change | 1,774 | $271K |
| Legacy Wealth Advisors, LLC | 0.14% | New | 1,769 | $270K |
| Schnieders Capital Management, Llc. | 0.04% | No change | 1,759 | $269K |
| Goepper Burkhardt LLC | 0.09% | No change | 1,750 | $267K |
| Davis R M Inc. | 0.00% | New | 1,747 | $267K |
| Journey Advisory Group, LLC | 0.02% | Reduce -14.7% | 1,737 | $265K |
| Peoples Financial Services Corp. | 0.13% | Reduce -1.1% | 1,736 | $265K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 1,735 | $265K |
| Moody National Bank Trust Division | 0.03% | Reduce -4.9% | 1,730 | $264K |
| Stiles Financial Services Inc | 0.08% | Reduce -19.1% | 1,729 | $264K |
| Anchor Capital Advisors LLC | 0.01% | No change | 1,718 | $262K |
| Diversified Management Inc. | 0.04% | New | 1,713 | $262K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.1% | 1,713 | $262K |
| Bravera Wealth | 0.12% | Reduce -1.4% | 1,710 | $261K |
| Retirement Planning Group, LLC | 0.01% | Add +2.5% | 1,710 | $261K |
| Post Resch Tallon Group Inc. | 0.21% | Reduce -0.5% | 1,681 | $261K |
| S Harris Financial Group, LLC | 0.24% | New | 1,706 | $261K |
| Howe & Rusling Inc. | 0.02% | Reduce -10.1% | 1,705 | $260K |
| Argent Advisors, Inc. | 0.07% | Reduce -44.2% | 1,705 | $260K |
| Houlihan Financial Resource Group, Ltd. | 0.10% | No change | 1,700 | $260K |
| Ellsworth Advisors, LLC | 0.05% | No change | 1,695 | $259K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -0.7% | 1,692 | $258K |
| Union Savings Bank | 0.11% | Reduce -11.3% | 1,691 | $258K |
| Kestra Investment Management, LLC | 0.00% | Add +15.5% | 1,690 | $258K |
| FSM Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 1,689 | $258K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +6.9% | 1,687 | $258K |
| Fairscale Capital, LLC | 0.18% | No change | 1,681 | $257K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -17.4% | 1,697 | $256K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 1,674 | $256K |
| Colonial Trust Co / SC | 0.03% | Reduce -10.2% | 1,672 | $255K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 1,670 | $255K |
| Benchmark Financial Wealth Advisors, LLC | 0.07% | Add +1.9% | 1,669 | $255K |
| Nolet Wealth Management, LLC | 0.14% | New | 1,667 | $255K |
| Stirlingshire Investments, Inc. | 0.22% | New | 1,653 | $252K |
| Courier Capital LLC | 0.01% | No change | 1,648 | $252K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,646 | $251K |
| Capital Advisors Inc. | 0.00% | New | 1,637 | $250K |
| Glenview Trust Co | 0.00% | Add +4.8% | 1,629 | $249K |
| Paradigm Asset Management Co. LLC | 0.06% | Reduce -26.9% | 1,628 | $249K |
| Cove Private Wealth, LLC | 0.06% | New | 1,626 | $248K |
| Old Mission Investment Co LLC | 0.06% | Reduce -0.5% | 1,621 | $248K |
| Marks Group Wealth Management, Inc | 0.02% | Reduce -9.9% | 1,618 | $247K |
| Larson Financial Group LLC | 0.01% | Add +12.0% | 1,613 | $246K |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.1% | 1,608 | $246K |
| Mattern Wealth Management LLC | 0.05% | Reduce -1.0% | 1,600 | $244K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,598 | $244K |
| CoreCap Advisors, LLC | 0.01% | Add +2.6% | 1,597 | $244K |
| Tandem Investment Advisors, Inc. | 0.01% | New | 1,596 | $244K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -84.8% | 1,596 | $244K |
| Endowment Wealth Management, Inc. | 0.11% | Reduce -7.4% | 1,594 | $243K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +1.6% | 1,591 | $243K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -16.6% | 1,587 | $242K |
| Meramec Financial Planners, LLC | 0.10% | No change | 1,605 | $242K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,583 | $242K |
| Arlington Partners LLC | 0.48% | New | 1,579 | $241K |
| Granite Group Advisors, LLC | 0.14% | New | 1,580 | $239K |
| Argentarii, LLC | 0.08% | Add +1.2% | 1,561 | $238K |
| Townsquare Capital LLC | 0.05% | New | 1,557 | $238K |
| Genus Capital Management Inc. | 0.03% | Reduce -27.6% | 1,557 | $238K |
| JBGlobal.com LLC | 0.23% | No change | 1,550 | $237K |
| Tevis Investment Management | 0.13% | New | 1,546 | $236K |
| RVW Wealth, LLC | 0.02% | Reduce -28.2% | 1,542 | $236K |
| Fragasso Financial Advisors Inc | 0.01% | New | 1,540 | $235K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.11% | New | 1,540 | $235K |
| Palumbo Wealth Management LLC | 0.06% | Add +4.1% | 1,537 | $235K |
| Childress Capital Advisors, LLC | 0.04% | Reduce -0.1% | 1,536 | $235K |
| BCS Wealth Management | 0.05% | Reduce -50.0% | 1,533 | $234K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -49.5% | 1,995 | $234K |
| Portfolio Design Labs, LLC | 0.04% | No change | 1,531 | $234K |
| Kelly Financial Services LLC | 0.06% | Add +2.0% | 1,529 | $233K |
| International Assets Investment Management, LLC | 0.02% | Add +1.1% | 1,504 | $233K |
| Claris Financial LLC | 0.13% | No change | 1,526 | $233K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,525 | $233K |
| Epoch Investment Partners, Inc. | 0.00% | New | 1,525 | $233K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 1,523 | $233K |
| Owl Creek Wealth Partners LLC | 0.08% | — | 1,516 | $232K |
| WealthSpring Partners, LLC | 0.21% | Add +0.3% | 1,505 | $230K |
| Arq Wealth Advisors, LLC | 0.04% | New | 1,500 | $229K |
| Avalon Trust Co | 0.02% | Add +9.7% | 1,500 | $229K |
| Rebalance, LLC | 0.01% | No change | 1,500 | $229K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,500 | $229K |
| First National Bank of Hutchinson | 0.15% | No change | 1,498 | $229K |
| Mitchell Capital Management Co. | 0.04% | No change | 1,498 | $229K |
| Westmount Partners, LLC | 0.06% | New | 1,498 | $229K |
| Family Manage LLC | 0.03% | Reduce -92.7% | 1,493 | $228K |
| MMBG Investment Advisors Co. | 0.02% | No change | 1,492 | $228K |
| Saratoga Research & Investment Management | 0.01% | No change | 1,490 | $228K |
| Causeway Capital Management LLC | 0.00% | Reduce -23.1% | 1,487 | $227K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -17.6% | 1,484 | $227K |
| MFA Wealth Services | 0.15% | Add +1.9% | 1,484 | $227K |
| Proficio Capital Partners LLC | 0.01% | New | 1,484 | $227K |
| Red Door Wealth Management, LLC | 0.02% | New | 1,478 | $226K |
| Hardy Reed LLC | 0.02% | New | 1,476 | $225K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.17% | New | 1,549 | $225K |
| Founders Grove Wealth Partners, LLC | 0.05% | New | 1,471 | $225K |
| Advus Financial Partners, LLC | 0.06% | New | 1,468 | $224K |
| Fiduciary Wealth Partners, LLC | 0.15% | Reduce -0.8% | 1,464 | $224K |
| Clarus Group, Inc. | 0.08% | No change | 1,461 | $223K |
| Chicago Capital, LLC | 0.01% | No change | 1,460 | $223K |
| Integris Wealth Management, LLC | 0.05% | No change | 1,459 | $223K |
| PFW Advisors LLC | 0.07% | No change | 1,457 | $223K |
| TrueWealth Financial Partners | 0.09% | New | 1,452 | $222K |
| CPC Advisors, LLC | 0.04% | Reduce -0.3% | 1,450 | $222K |
| BBR Partners, LLC | 0.01% | Reduce -38.1% | 1,450 | $221K |
| North Star Investment Management Corp. | 0.01% | Add +1.6% | 1,449 | $221K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,449 | $221K |
| Professional Advisory Services Inc. | 0.03% | No change | 1,450 | $221K |
| Leith Wheeler Investment Counsel Ltd. | 0.02% | New | 1,445 | $221K |
| Financial Planning Navigators CORP | 0.10% | New | 1,439 | $220K |
| Colonial Trust Advisors | 0.02% | No change | 1,436 | $219K |
| Piscataqua Savings Bank | 0.15% | No change | 1,429 | $218K |
| Cambiar Investors LLC | 0.01% | Reduce -32.5% | 1,426 | $218K |
| Cascades Capital Asset Management, LLC | 0.09% | No change | 1,425 | $218K |
| Ledyard National Bank | 0.02% | Reduce -7.3% | 1,417 | $216K |
| PFG Advisors | 0.01% | Reduce -3.7% | 1,415 | $216K |
| Hills Bank & Trust Co | 0.01% | No change | 1,412 | $216K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,405 | $215K |
| Lyell Wealth Management, LP | 0.02% | New | 1,405 | $215K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | New | 1,402 | $214K |
| Adelphi Trust Co | 0.17% | Reduce -7.6% | 1,400 | $214K |
| Monarch Capital Management Inc. | 0.05% | New | 1,400 | $214K |
| Bowen Hanes & Co. Inc. | 0.01% | Reduce -50.0% | 1,400 | $214K |
| Fidelis Capital Partners, LLC | 0.02% | New | 1,395 | $213K |
| Eagle Global Advisors LLC | 0.01% | New | 1,395 | $213K |
| Royal Capital Wealth Management, LLC | 0.13% | New | 1,394 | $213K |
| Leisure Capital Management | 0.07% | Reduce -13.2% | 1,394 | $213K |
| Lodestar Private Asset Management LLC | 0.02% | New | 1,390 | $212K |
| Roehl & Yi Investment Advisors, LLC | 0.08% | Reduce -38.5% | 1,389 | $212K |
| Bank of Nova Scotia | 0.00% | Reduce -56.6% | 1,386 | $212K |
| Balefire, LLC | 0.04% | New | 1,385 | $212K |
| O'ROURKE & COMPANY, Inc | 0.08% | New | 1,378 | $211K |
| Cooper Financial Group | 0.02% | New | 1,375 | $210K |
| O'Keefe Stevens Advisory, Inc. | 0.05% | New | 1,373 | $210K |
| Muirfield Wealth Advisors LLC | 0.15% | New | 1,371 | $209K |
| Moment Partners, LLC | 0.04% | New | 1,365 | $209K |
| TrustBank | 0.08% | No change | 1,362 | $208K |
| LVW Advisors, LLC | 0.02% | New | 1,361 | $208K |
| Charter Oak Capital Management, LLC | 0.02% | New | 1,360 | $208K |
| Noesis Capital Mangement Corp. | 0.03% | New | 1,360 | $208K |
| Retirement Planning Co of New England, Inc. | 0.08% | New | 1,356 | $207K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.2% | 1,354 | $207K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 1,353 | $207K |
| American Trust Investment Advisors, LLC | 0.11% | New | 1,345 | $205K |
| GHP Investment Advisors, Inc. | 0.01% | Add +2.7% | 1,343 | $205K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,342 | $205K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 1,341 | $205K |
| Bluebird Wealth Management LLC | 0.21% | New | 1,335 | $204K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.4% | 1,334 | $204K |
| Warren Street Wealth Advisors, LLC | 0.05% | New | 1,333 | $204K |
| KPP Advisory Services LLC | 0.03% | New | 1,331 | $203K |
| Urban Wealth Management, LLC | 0.21% | New | 1,329 | $203K |
| Pathfinder Wealth Consulting, Inc. | 0.13% | New | 1,327 | $203K |
| PlanVest Financial, Inc | 0.15% | — | 1,326 | $203K |
| Patron Partners, LLC | 0.09% | New | 1,325 | $202K |
| American Trust | 0.02% | New | 1,322 | $202K |
| Everhart Financial Group, Inc. | 0.02% | New | 1,321 | $202K |
| Private Wealth Partners, LLC | 0.02% | Reduce -27.6% | 1,312 | $200K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 1,305 | $199K |
| CDKV Holdings LLC | 0.17% | No change | 1,291 | $197K |
| Southern Michigan Bank & Trust | 0.07% | — | 1,267 | $194K |
| Monetary Management Group Inc. | 0.05% | No change | 1,259 | $192K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,258 | $192K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 1,243 | $190K |
| SHP Wealth Management | 0.01% | Reduce -19.4% | 1,200 | $183K |
| Tacita Capital Inc | 0.11% | No change | 1,200 | $183K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.4% | 1,181 | $180K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,176 | $180K |
| MCF Advisors LLC | 0.01% | Add +39.6% | 1,157 | $177K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,094 | $167K |
| Whipplewood Advisors, LLC | 0.09% | Add +1548.5% | 1,088 | $166K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | No change | 1,086 | $166K |
| McMillan Office, Inc. | 0.02% | No change | 1,068 | $163K |
| First Command Advisory Services, Inc. | 0.00% | Add +720.8% | 1,067 | $163K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,001 | $153K |
| Dunhill Financial, LLC | 0.04% | Add +0.1% | 988 | $151K |
| High Note Wealth, LLC | 0.03% | No change | 974 | $149K |
| State of Wyoming | 0.02% | Reduce -6.0% | 942 | $144K |
| Citizens National Bank Trust Department | 0.02% | No change | 925 | $141K |
| WPG Advisers, LLC | 0.10% | Add +114.5% | 903 | $138K |
| Smithfield Trust Co | 0.01% | Add +3.4% | 892 | $135K |
| Cornerstone Financial Management LLC | 0.12% | Add +2.3% | 875 | $134K |
| CGC Financial Services, LLC | 0.04% | No change | 872 | $133K |
| City State Bank | 0.03% | No change | 856 | $131K |
| Walleye Trading LLC | 0.00% | New | 839 | $128K |
| Tompkins Financial Corp. | 0.01% | Add +48.4% | 831 | $127K |
| Root Financial Partners, LLC | 0.01% | Reduce -10.8% | 817 | $125K |
| Salomon & Ludwin, LLC | 0.01% | Add +7.5% | 806 | $124K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 800 | $122K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +8.2% | 790 | $121K |
| Abound Financial, LLC | 0.05% | Reduce -7.2% | 787 | $120K |
| Twin Tree Management, LP | 0.03% | New | 787 | $120K |
| Crews Bank & Trust | 0.02% | No change | 786 | $120K |
| Triumph Capital Management | 0.02% | Add +9.8% | 742 | $113K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -0.3% | 737 | $113K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.0% | 717 | $110K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -0.4% | 707 | $108K |
| Bullock Wealth Management Group | 0.05% | No change | 693 | $107K |
| 10Elms LLP | 0.07% | No change | 700 | $107K |
| Bfsg, LLC | 0.01% | Reduce -6.7% | 700 | $107K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 700 | $107K |
| FNY Investment Advisers, LLC | 0.05% | New | 700 | $106K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 700 | $106K |
| WealthCollab, LLC | 0.04% | No change | 692 | $106K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -9.9% | 679 | $104K |
| MTM Investment Management, LLC | 0.03% | Add +0.8% | 662 | $101K |
| True Wealth Design, LLC | 0.03% | Add +33.5% | 662 | $101K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 650 | $99K |
| Destiny Wealth Partners, LLC | 0.01% | New | 648 | $99K |
| EFG International AG | 0.00% | Reduce -85.8% | 647 | $99K |
| Adkins Seale Capital Management LLC | 0.10% | No change | 641 | $98K |
| Lodestone Wealth Management LLC | 0.04% | No change | 641 | $98K |
| Evermay Wealth Management LLC | 0.01% | Reduce -43.9% | 626 | $96K |
| Summit Securities Group LLC | 0.04% | New | 600 | $92K |
| First Financial Corp. | 0.04% | No change | 599 | $91K |
| Tripletail Wealth Management, LLC | 0.12% | No change | 590 | $91K |
| Sound Income Strategies, LLC | 0.00% | Add +8.5% | 574 | $89K |
| GW&K Investment Management, LLC | 0.00% | Add +17.8% | 583 | $89K |
| Innovative Asset Advisors Group, LLC | 0.05% | — | 573 | $88K |
| Ameriflex Group, Inc. | 0.04% | Add +2.0% | 567 | $87K |
| Ares Financial Consulting, LLC | 0.07% | New | 547 | $85K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 552 | $84K |
| Clearstead Trust, LLC | 0.01% | Reduce -21.0% | 550 | $84K |
| Financial Management Professionals, Inc. | 0.01% | No change | 548 | $84K |
| Costello Asset Management, INC | 0.03% | Reduce -15.7% | 538 | $82K |
| Richardson Capital Management LLC | 0.04% | No change | 535 | $82K |
| Purpose Unlimited Inc. | 0.00% | Reduce -10.3% | 533 | $81K |
| Parvin Asset Management, LLC | 0.06% | No change | 525 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 523 | $80K |
| Hickory Point Bank & Trust | 0.05% | New | 516 | $79K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Add +2.2% | 515 | $79K |
| Creative Financial Designs Inc. | 0.00% | Add +13.3% | 503 | $77K |
| Kelleher Financial Advisors | 0.02% | No change | 584 | $77K |
| Centennial Bank | 0.03% | No change | 500 | $76K |
| Orion Capital Management LLC | 0.03% | No change | 500 | $76K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 500 | $76K |
| First PREMIER Bank | 0.02% | No change | 500 | $76K |
| Beacon Financial Strategies CORP | 0.04% | No change | 489 | $75K |
| Westside Investment Management, Inc. | 0.01% | No change | 484 | $75K |
| Financial Consulate, Inc. | 0.01% | Add +213.0% | 482 | $74K |
| Cornerstone Planning Group LLC | 0.01% | Add +56.4% | 502 | $73K |
| LOM Asset Management Ltd | 0.02% | No change | 475 | $73K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 462 | $71K |
| Missouri Trust & Investment Co | 0.02% | No change | 459 | $70K |
| Trust Co | 0.01% | No change | 459 | $70K |
| Accent Capital Management, LLC | 0.03% | New | 454 | $69K |
| Valley Wealth Managers, Inc. | 0.00% | Add +84.9% | 453 | $69K |
| Resources Management Corp. /CT/ | 0.01% | Add +80.0% | 450 | $69K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 600 | $68K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 441 | $67K |
| Heritage Wealth Advisors | 0.00% | Reduce -72.0% | 436 | $67K |
| Maseco LLP | 0.00% | Reduce -18.6% | 423 | $65K |
| Entrust Financial LLC | 0.04% | Add +391.8% | 418 | $64K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 406 | $62K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 400 | $61K |
| Bogart Wealth, LLC | 0.00% | No change | 392 | $60K |
| Strategic Wealth Advisors LLC | 0.05% | No change | 382 | $58K |
| McIlrath & Eck, LLC | 0.00% | No change | 375 | $57K |
| Essential Partners LLC | 0.02% | Add +16.9% | 374 | $57K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 365 | $56K |
| Midway Capital Research & Management | 0.05% | New | 363 | $55K |
| Quaker Wealth Management, LLC | 0.02% | Reduce -7.6% | 352 | $54K |
| Country Trust Bank | 0.00% | No change | 342 | $52K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 338 | $52K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 334 | $51K |
| Broadwater Capital Management LLC | 0.04% | No change | 370 | $51K |
| Asset Dedication, LLC | 0.00% | Reduce -23.4% | 328 | $50K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $49K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +21.9% | 323 | $49K |
| Zions Bancorporation, National Association | 0.00% | Reduce -6.2% | 318 | $49K |
| Wellington Grp LLC | 0.01% | Reduce -45.9% | 309 | $47K |
| Solstein Capital, LLC | 0.02% | No change | 300 | $46K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -4.8% | 299 | $46K |
| South Plains Financial, Inc. | 0.03% | Add +9.2% | 296 | $45K |
| Global Assets Advisory, LLC | 0.01% | New | 295 | $45K |
| Legacy Bridge, LLC | 0.02% | No change | 292 | $45K |
| VSM Wealth Advisory, LLC | 0.01% | New | 292 | $45K |
| Arlington Trust Co LLC | 0.00% | Add +60.9% | 288 | $44K |
| Anfield Capital Management, LLC | 0.01% | New | 284 | $43K |
| Albion Financial Group | 0.00% | No change | 281 | $43K |
| Alerus Financial NA | 0.00% | No change | 281 | $43K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -16.9% | 271 | $41K |
| Bell Investment Advisors, Inc | 0.01% | Add +23.5% | 263 | $40K |
| Highline Wealth Partners LLC | 0.01% | No change | 263 | $40K |
| Financial Network Wealth Advisors LLC | 0.04% | Add +87.0% | 260 | $40K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 259 | $40K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -7.6% | 256 | $39K |
| Bank of New Hampshire | 0.01% | No change | 255 | $39K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 250 | $38K |
| Richardson Financial Services Inc. | 0.02% | Reduce -43.1% | 240 | $37K |
| Tsfg, LLC | 0.01% | No change | 233 | $36K |
| 2UniFi Bank | 0.02% | No change | 231 | $35K |
| United Community Bank | 0.01% | Reduce -82.3% | 230 | $35K |
| Bayban | 0.03% | Add +30.9% | 229 | $35K |
| Signature Equity Partners, LLC | 0.02% | Reduce -16.5% | 228 | $35K |
| Wellington-Altus USA Inc. | 0.02% | Reduce -39.8% | 221 | $35K |
| Pflug Koory, LLC | 0.02% | No change | 225 | $34K |
| Nexus Investment Management ULC | 0.00% | No change | 220 | $34K |
| Adirondack Trust Co. | 0.01% | No change | 220 | $34K |
| CrossGen Wealth, LLC | 0.03% | Add +1.9% | 210 | $32K |
| Center for Financial Planning, Inc. | 0.00% | No change | 210 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -14.5% | 207 | $32K |
| Red Tortoise LLC | 0.01% | No change | 207 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 207 | $32K |
| Crewe Advisors LLC | 0.00% | No change | 206 | $31K |
| Trask Adam Roland | 0.03% | — | 200 | $31K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 200 | $31K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 193 | $29K |
| Park Place Capital Corp | 0.01% | No change | 187 | $29K |
| Coston, McIsaac & Partners | 0.01% | Reduce -9.7% | 186 | $28K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 181 | $28K |
| First United Bank & Trust | 0.01% | No change | 175 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $26K |
| Archer Investment Corp | 0.01% | Add +93.0% | 166 | $25K |
| MV Capital Management, Inc. | 0.00% | Add +85.2% | 163 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -7.4% | 163 | $25K |
| TFC Financial Management, Inc. | 0.00% | No change | 162 | $25K |
| Proathlete Wealth Management LLC | 0.01% | No change | 162 | $25K |
| Copia Wealth Management | 0.02% | No change | 160 | $24K |
| JPL Wealth Management, LLC | 0.01% | New | 158 | $24K |
| Westfuller Advisors, LLC | 0.01% | Reduce -90.4% | 156 | $24K |
| Protective Life Corp. | 0.08% | New | 153 | $23K |
| Imprint Wealth LLC | 0.10% | No change | 150 | $23K |
| Towne Trust Company, N.A | 0.01% | No change | 149 | $23K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 148 | $23K |
| Bullseye Investment Management, LLC | 0.01% | No change | 146 | $22K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 145 | $22K |
| Principia Wealth Advisory, LLC | 0.01% | Add +30.0% | 143 | $22K |
| Canton Hathaway, LLC | 0.00% | New | 142 | $22K |
| City Holding Co. | 0.00% | Reduce -11.2% | 135 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 132 | $20K |
| Hager Investment Management Services, LLC | 0.01% | No change | 128 | $20K |
| Pacific Center for Financial Services | 0.00% | No change | 123 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 123 | $19K |
| Tiaa Trust, National Association | 0.00% | Reduce -98.5% | 123 | $19K |
| High Point Wealth Management, LLC | 0.02% | No change | 123 | $19K |
| Lavaca Capital LLC | 0.00% | No change | 119 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 116 | $18K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.8% | 114 | $18K |
| Asset Planning,Inc | 0.01% | No change | 107 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 104 | $16K |
| Abound Wealth Management | 0.00% | Reduce -12.0% | 103 | $16K |
| Mosley Wealth Management | 0.01% | New | 120 | $15K |
| 3 Factor Indexing, LLC | 0.01% | — | 100 | $15K |
| TopTier Wealth Management, LLC | 0.01% | New | 100 | $15K |
| Hamrick Investment Counsel, llc | 0.01% | No change | 100 | $15K |
| Midwest Capital Advisors, LLC | 0.01% | New | 100 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 100 | $15K |
| Westend Capital Management, LLC | 0.00% | No change | 100 | $15K |
| West Branch Capital LLC | 0.00% | No change | 100 | $15K |
| Webster Bank, N. A. | 0.00% | Reduce -55.6% | 100 | $15K |
| Strengthening Families & Communities, LLC | 0.00% | New | 100 | $15K |
| First Community Trust NA | 0.01% | No change | 98 | $15K |
| American Capital Advisory, LLC | 0.01% | Add +269.2% | 96 | $15K |
| Access Investment Management LLC | 0.00% | No change | 93 | $14K |
| Gill Capital Partners, LLC | 0.00% | New | 92 | $14K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 91 | $14K |
| FWL Investment Management, LLC | 0.00% | Add +167.7% | 91 | $14K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 90 | $14K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | New | 90 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -38.1% | 86 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 83 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 80 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 80 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 78 | $12K |
| Ninety One UK Ltd | 0.00% | Add +46.1% | 76 | $12K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 84 | $12K |
| Napier Financial, LLC | 0.00% | New | 74 | $11K |
| Toronto Dominion Bank | 0.00% | Reduce -80.0% | 75 | $11K |
| Horizon Investments, LLC | 0.00% | Add +350.0% | 72 | $11K |
| Caitlin John, LLC | 0.01% | Add +14.5% | 71 | $11K |
| Operose Advisors LLC | 0.00% | New | 71 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 67 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 66 | $10K |
| Boreal Capital Management LLC | 0.01% | No change | 65 | $10K |
| Burk Holdings LLC | 0.00% | New | 64 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +80.0% | 63 | $10K |
| Creative Capital Management Investments LLC | 0.00% | No change | 59 | $9K |
| Team Financial Group, LLC | 0.00% | No change | 58 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 56 | $9K |
| Kingdom Financial Group LLC. | 0.00% | Add +5500.0% | 56 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 56 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 53 | $8K |
| Strive Financial Group ,LLC | 0.00% | No change | 55 | $8K |
| JDM Financial Group LLC | 0.00% | New | 51 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +127.3% | 50 | $8K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 50 | $8K |
| Basepoint Wealth LLC | 0.00% | Reduce -41.7% | 49 | $7K |
| Rakuten Securities, Inc. | 0.00% | Reduce -82.5% | 47 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 45 | $7K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 45 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 45 | $7K |
| Morse Asset Management, Inc | 0.00% | Reduce -8.2% | 45 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -73.7% | 45 | $7K |
| Ankerstar Wealth, LLC | 0.01% | No change | 44 | $7K |
| Hughes Financial Services, LLC | 0.00% | No change | 39 | $6K |
| Nova Wealth Management, Inc. | 0.00% | Add +375.0% | 38 | $6K |
| Main Street Group, LTD | 0.00% | New | 36 | $5K |
| Quent Capital, LLC | 0.00% | No change | 36 | $5K |
| TD Capital Management LLC | 0.00% | No change | 33 | $5K |
| Johnson Financial Group, Inc. | 0.00% | No change | 33 | $5K |
| Paladin Partners, LLC | 0.00% | No change | 31 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $5K |
| Silicon Valley Capital Partners | 0.00% | New | 31 | $5K |
| Delta Asset Management LLC | 0.00% | New | 30 | $5K |
| MidFirst Bank | 0.00% | Reduce -89.7% | 30 | $5K |
| Truvestments Capital LLC | 0.00% | New | 29 | $4K |
| NFSG Corp | 0.00% | No change | 27 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 27 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 25 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 25 | $4K |
| Park Square Financial Group, LLC | 0.03% | Reduce -84.0% | 24 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 24 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 21 | $3K |
| Nvwm, LLC | 0.00% | No change | 20 | $3K |
| Navigoe, LLC | 0.00% | No change | 23 | $3K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 22 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 19 | $3K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.00% | — | 17 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 17 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 17 | $3K |
| Lummis Asset Management, LP | 0.00% | No change | 16 | $2K |
| True Link Financial Advisors, LLC | 0.00% | New | 16 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 15 | $2K |
| Granite FO LLC | 0.00% | No change | 14 | $2K |
| GoalVest Advisory LLC | 0.00% | New | 14 | $2K |
| Kilter Group LLC | 0.00% | Reduce -7.1% | 13 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 12 | $2K |
| Corsicana & Co. | 0.00% | No change | 16 | $2K |
| Winch Advisory Services, LLC | 0.00% | Add +9.1% | 12 | $2K |
| Gold Investment Management Ltd. | 0.00% | No change | 10 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 10 | $2K |
| MBM Wealth Consultants, LLC | 0.00% | New | 9 | $1K |
| Virtus Advisers, LLC | 0.00% | No change | 7 | $1K |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 5 | $764 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 4 | $611 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 4 | $611 |
| Financial Freedom, LLC | 0.00% | No change | 3 | $511 |
"% of holder's portfolio" is NVS's weight in each manager's 13F, not the share of Novartis AG-Sponsored ADR the manager owns.