Novartis AG-Sponsored ADRNVS

13F holders, Q1 2026 (March 31)
1,605holders +90
175new positions
85sold out
8famous investors
$152.63avg. 13F price*

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

InstitutionsTotal Value
New Positions175$464.7M
Exits85$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.