Novartis AG-Sponsored ADRNVS

13F holders, Q2 2026 (June 30)
1,625holders +20
110new positions
86sold out
9famous investors
$156.68avg. 13F price*

At the end of Q2 2026, 1,625 institutions reported holding Novartis AG-Sponsored ADR (NVS) in their 13F filings, up 20 from Q1 2026. 110 opened new positions and 86 sold out. The largest holders were Fisher Asset Management ($2.4B), Morgan Stanley ($1.4B) and Dimensional Fund Advisors LP ($1.3B). 9 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.2% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions110$530.2M
Exits86$75.8M

All 13F filers, Q1 2026 → Q2 2026: 9,496,136 shares bought and 18,021,201 shares sold, net −8,525,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,625 holders

Fisher Asset Management 0.72% Add +11.8% 15,523,378 $2.4B
Morgan Stanley 0.07% Add +2.3% 8,726,827 $1.4B
Dimensional Fund Advisors LP 0.23% Add +0.1% 8,117,586 $1.3B
Primecap Management Co. 0.61% Reduce -12.9% 6,592,124 $1.0B
Loomis Sayles & Co. L P 1.03% Reduce -3.4% 5,239,309 $821.1M
Bank of America Corp. 0.05% Reduce -1.1% 4,909,938 $769.5M
Franklin Resources Inc. 0.11% Reduce -4.7% 3,251,281 $509.5M
BlackRock, Inc. 0.01% Add +3.3% 3,047,988 $477.7M
Goldman Sachs Group Inc. 0.05% Reduce -54.3% 2,980,168 $467.1M
Northern Trust Corp. 0.05% Add +0.2% 2,792,745 $437.7M
Natixis Advisors, LLC 0.42% Add +6.7% 2,386,527 $374.0M
Envestnet Asset Management Inc. 0.09% Add +0.8% 2,330,979 $365.3M
JPMorgan Chase & Co. 0.02% Add +25.5% 2,264,447 $356.9M
Jupiter Topco LLC 0.14% — 2,221,362 $348.1M
GQG Partners LLC 0.63% Reduce -12.1% 2,151,131 $337.1M
FMR LLC 0.01% Add +21.5% 2,057,404 $322.4M
Cullen Capital Management, LLC 3.13% Reduce -0.2% 2,033,040 $318.6M
Jones Financial Companies LLLP 0.12% Add +8.4% 1,974,043 $306.8M
WCM Investment Management, LLC 0.54% Add +30.1% 1,904,349 $300.1M
Wells Fargo & Company 0.05% Reduce -3.5% 1,828,817 $286.6M
Raymond James Financial Inc. 0.08% Reduce -6.8% 1,801,337 $282.3M
Principal Financial Group Inc. 0.12% Add +2.1% 1,565,796 $245.4M
UBS Group AG 0.03% Reduce -34.0% 1,184,422 $185.6M
Holocene Advisors, LP 0.37% New 1,037,332 $162.6M
Chevy Chase Trust Holdings, LLC 0.42% Reduce -1.5% 1,033,709 $162.0M
Lord, Abbett & Co. LLC 0.47% Add +20.7% 1,002,335 $157.1M
Truist Financial Corp. 0.18% Add +2.9% 968,701 $151.8M
Earnest Partners LLC 0.50% Add +0.1% 886,634 $139.0M
Renaissance Technologies 0.17% Reduce -29.1% 788,033 $123.5M
Dodge & Cox 0.06% Reduce -89.1% 759,373 $119.0M
Millennium Management 0.08% New 758,029 $118.8M
Connor, Clark & Lunn Investment Management Ltd. 0.22% Add +46.5% 740,532 $116.1M
American Century Companies Inc. 0.05% Add +0.6% 707,061 $110.8M
LPL Financial LLC 0.02% Add +7.4% 666,272 $104.4M
Royal Bank of Canada 0.02% Add +3.2% 638,682 $100.1M
Van Eck Associates Corp. 0.06% Reduce -29.0% 633,523 $99.3M
Sei Investments Co. 0.08% Reduce -4.5% 591,566 $92.7M
NewEdge Wealth, LLC 0.92% Add +6.0% 579,486 $90.8M
Harding Loevner LP 0.85% Reduce -1.0% 578,234 $90.5M
Bristol John W & Co. Inc. 1.29% Reduce -0.7% 557,777 $87.4M
Creative Planning 0.05% Add +3.4% 546,659 $85.7M
CIBC Bancorp USA Inc. 0.10% Reduce -2.5% 524,073 $82.1M
Ameriprise Financial Inc. 0.02% Reduce -4.5% 508,398 $79.7M
Harvest Portfolios Group Inc. 1.01% Add +0.5% 457,045 $71.6M
Assetmark, Inc. 0.12% Add +9.7% 442,978 $69.4M
Corient Private Wealth LP 0.09% Reduce -0.8% 437,208 $68.5M
TCTC Holdings, LLC 1.62% Add +0.0% 393,932 $61.7M
Quantinno Capital Management LP 0.07% Add +13.4% 386,332 $60.5M
Charles Schwab Investment Management Inc. 0.01% Add +11.3% 384,386 $60.2M
BNP Paribas Financial Markets 0.03% Add +213.6% 379,597 $59.5M
Farallon Capital Management, L.L.C. 0.34% New 363,000 $56.9M
Agf Management Ltd. 0.22% New 360,354 $56.5M
First Trust Advisors LP 0.03% Reduce -3.6% 353,224 $55.4M
O'shaughnessy Asset Management, LLC 0.24% Add +4.8% 335,528 $52.6M
Cerity Partners LLC 0.06% Add +1.4% 334,595 $52.4M
Stifel Financial Corp. 0.04% Add +4.0% 330,309 $51.8M
Marshall Wace, LLP 0.04% Add +2.5% 330,061 $51.7M
Bank of New York Mellon Corp 0.01% Add +0.3% 328,948 $51.6M
Citadel Advisors 0.03% New 320,808 $50.3M
Todd Asset Management LLC 0.88% Reduce -26.5% 317,429 $49.7M
Saturna Capital Corp. 0.60% Add +0.1% 311,392 $48.8M
Scharf Investments, LLC 1.61% Reduce -47.3% 310,818 $48.7M
Massachusetts Financial Services Co. 0.01% Add +19.0% 293,443 $46.0M
Cookson Peirce & Co. Inc. 1.47% Add +0.1% 283,840 $44.5M
AQR Capital Management 0.02% Add +20.2% 281,210 $44.1M
HighTower Advisors, LLC 0.04% Add +1.2% 267,821 $42.0M
Citigroup Inc. 0.02% Reduce -23.8% 265,626 $41.6M
US Bancorp \de 0.04% Reduce -2.5% 262,178 $41.1M
MML Investors Services, LLC 0.08% Add +11.4% 255,770 $40.1M
GMO 0.09% Reduce -10.8% 245,957 $38.5M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -4.8% 245,557 $38.5M
Janney Montgomery Scott LLC 0.07% Reduce -22.4% 241,904 $37.9M
Quadrature Capital Ltd 0.32% Add +110.5% 240,579 $37.7M
Midwest Trust Co 0.42% Reduce -1.3% 239,181 $37.5M
Focus Partners Wealth 0.04% Reduce -16.0% 235,657 $36.9M
First Financial Bankshares Inc 0.69% Add +1.5% 234,315 $36.7M
Promethos Capital, LLC 9.94% Add +14.9% 233,303 $36.6M
Mariner, LLC 0.04% Reduce -4.2% 231,391 $36.3M
TriCert Investment Counsel Inc. 3.30% — 226,301 $35.5M
PNC Financial Services Group, Inc. 0.02% Add +1.3% 222,881 $34.9M
Oppenheimer Asset Management Inc. 0.35% Add +0.1% 217,234 $34.0M
Cetera Investment Advisers 0.03% Add +1.8% 206,722 $32.4M
Teachers Retirement System of the State of Kentucky 0.21% Reduce -24.9% 201,250 $31.5M
Integral Health Asset Management, LLC 1.29% Reduce -20.0% 200,000 $31.3M
Brandes Investment Partners, LP 0.22% Add +4.2% 197,593 $31.0M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +40.4% 195,986 $30.7M
Brown Advisory Inc. 0.05% Reduce -1.6% 186,086 $29.2M
Kestra Advisory Services, LLC 0.09% Add +250.3% 185,906 $29.1M
M&T Bank Corp 0.08% Add +5.3% 183,359 $28.7M
New York State Common Retirement Fund 0.04% Add +3.3% 183,246 $28.7M
Godsey & Gibb, Inc. 2.35% Reduce -1.4% 183,015 $28.7M
Parkwood LLC 2.05% Add +11.7% 182,462 $28.6M
Ferguson Wellman Capital Management, Inc. 0.35% Reduce -0.1% 182,260 $28.6M
Captrust Financial Advisors 0.04% Add +7.7% 173,384 $27.2M
Osaic Holdings, Inc. 0.03% Add +2.1% 172,539 $27.1M
Managed Asset Portfolios, LLC 2.96% Add +0.8% 165,519 $25.9M
QRG Capital Management, Inc. 0.21% Add +9.0% 164,478 $25.8M
D.A. Davidson & Co. 0.14% Reduce -23.4% 163,017 $25.5M
Mercer Global Advisors Inc. 0.03% Add +0.7% 161,839 $25.4M
Martin Investment Management, LLC 8.22% Reduce -3.1% 157,179 $24.6M
Oak Associates Ltd. 1.36% Reduce -0.6% 155,362 $24.3M
Pathstone Holdings, LLC 0.07% Add +12.3% 153,797 $24.1M
LMR Partners LLP 0.22% Add +256.6% 153,726 $24.1M
Foresight Global Investors, Inc. 14.60% Reduce -10.7% 153,693 $24.1M
Grandfield & Dodd, LLC 1.26% Reduce -2.2% 153,436 $24.0M
Capital Wealth Planning, LLC 0.12% Add +21.2% 151,974 $23.8M
Fiera Capital Corp 0.09% Add +7.6% 149,665 $23.5M
Commonwealth Equity Services, LLC 0.03% Reduce -5.1% 148,691 $23.3M
Savant Capital, LLC 0.07% Add +578.6% 150,968 $23.2M
&partners 0.09% Add +3.2% 147,424 $23.1M
Invesco Ltd. 0.00% Add +29.7% 147,054 $23.0M
Douglas Lane & Associates, LLC 0.30% Reduce -3.4% 140,152 $22.0M
Neuberger Berman Group LLC 0.01% Reduce -3.1% 136,197 $21.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +1.9% 150,656 $21.2M
Ingalls & Snyder LLC 0.58% Reduce -0.9% 134,587 $21.1M
ProVise Management Group, LLC 1.41% Reduce -5.0% 134,100 $21.0M
Coleford Investment Management Ltd. 4.58% Reduce -1.2% 133,970 $21.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.0% 126,866 $19.9M
Vanguard Personalized Indexing Management, LLC 0.16% Add +4.5% 126,054 $19.8M
Blair William & Co. 0.05% Reduce -0.9% 125,266 $19.6M
Nuveen, LLC 0.00% New 124,459 $19.5M
GW Henssler & Associates Ltd. 0.86% Reduce -1.2% 123,971 $19.4M
Rockefeller Capital Management L.P. 0.03% Add +4.6% 123,788 $19.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +7.4% 116,598 $18.3M
Curi Capital, LLC 0.28% Add +151.3% 114,209 $17.9M
Wilkins Investment Counsel Inc. 2.35% Reduce -1.4% 111,067 $17.4M
Ethic Inc. 0.21% Add +5.0% 108,784 $17.0M
Callan Family Office, LLC 0.33% Add +0.9% 107,922 $16.9M
Point72 Asset Management 0.03% Reduce -62.6% 106,157 $16.6M
Ritholtz Wealth Management 0.25% Add +1.6% 105,819 $16.6M
Bank of Montreal 0.01% Reduce -59.5% 104,932 $16.4M
Cresset Asset Management, LLC 0.06% Reduce -2.5% 104,792 $16.4M
First Fiduciary Investment Counsel, Inc. 2.94% Add +0.4% 99,224 $15.6M
Nomura Holdings Inc. 0.06% Reduce -5.0% 94,009 $14.7M
American Assets Investment Management, LLC 0.89% No change 93,610 $14.7M
Allworth Financial LP 0.06% Reduce -4.2% 92,390 $14.5M
Tidal Investments LLC 0.03% Reduce -52.4% 91,944 $14.4M
Boston Common Asset Management, LLC 0.85% Reduce -15.2% 91,740 $14.4M
United Capital Financial Advisors, LLC 0.08% Reduce -2.5% 89,770 $14.1M
HRT Financial LP 0.03% Add +260.0% 89,587 $14.0M
Sanctuary Advisors, LLC 0.06% Reduce -1.3% 89,153 $14.0M
Glenview Capital Management, LLC 0.27% New 86,909 $13.6M
Cibc World Market Inc. 0.02% Add +2.1% 86,061 $13.5M
TD Waterhouse Canada Inc. 0.04% Add +15.8% 86,457 $13.3M
Beacon Pointe Advisors, LLC 0.06% Reduce -0.3% 84,234 $13.2M
Bahl & Gaynor LLC 0.06% Reduce -2.7% 83,396 $13.1M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -0.1% 83,188 $13.0M
Matthew Goff Investment Advisor, LLC 2.19% Reduce -1.9% 82,971 $13.0M
Vestmark Advisory Solutions, Inc. 0.12% Add +2.1% 81,258 $12.7M
Eldred Rock Partners, LLC 2.72% Reduce -0.2% 80,627 $12.6M
Investment House LLC 0.57% Reduce -2.0% 80,147 $12.6M
Tocqueville Asset Management L.P. 0.16% Reduce -13.6% 79,360 $12.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -21.4% 80,613 $12.4M
NewEdge Advisors, LLC 0.04% Add +0.3% 76,213 $11.9M
Gabelli Funds LLC 0.08% No change 75,500 $11.8M
Cohen Capital Management, Inc. 1.59% Reduce -2.6% 74,849 $11.7M
Manning & Napier Advisors LLC 0.15% Reduce -12.9% 73,973 $11.7M
Zevin Asset Management LLC 1.63% Reduce -6.1% 74,291 $11.6M
Logan Capital Management Inc. 0.43% — 73,584 $11.5M
Altrius Capital Management Inc 2.16% Add +2.8% 72,584 $11.4M
Live Oak Private Wealth LLC 1.42% Reduce -3.9% 72,426 $11.4M
Keybank National Association 0.04% Add +12.6% 71,724 $11.2M
Huntington National Bank 0.07% Add +76.3% 71,723 $11.2M
Reynders McVeigh Capital Management, LLC 0.50% Reduce -2.5% 71,575 $11.2M
Tweedy, Browne Co LLC 0.84% Reduce -0.3% 71,125 $11.1M
Salem Investment Counselors Inc. 0.28% Add +3.5% 71,102 $11.1M
Camden National Bank 1.44% Add +0.8% 70,745 $11.1M
Mengis Capital Management, Inc. 1.68% Reduce -0.4% 70,348 $11.0M
Tower Bridge Advisors 0.98% Reduce -3.0% 69,416 $10.9M
Hantz Financial Services, Inc. 0.15% Add +3.7% 68,779 $10.8M
Baird Financial Group, Inc. 0.01% Add +1.9% 68,487 $10.7M
Laird Norton Wetherby Trust Company, LLC 0.20% Reduce -3.2% 67,193 $10.5M
SALT Holding Corp. 5.55% No change 66,844 $10.5M
Dixon Mitchell Investment Counsel Inc. 0.34% New 66,500 $10.4M
Scotia Capital Inc. 0.04% Reduce -8.9% 66,091 $10.4M
Bessemer Group Inc. 0.01% Add +10.0% 64,977 $10.2M
Empowered Funds, LLC 0.05% Reduce -6.7% 64,224 $10.1M
Franklin, Parlapiano, Turner & Welch, LLC 2.25% Reduce -2.6% 63,414 $9.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.6% 62,887 $9.9M
Quadrant Capital Group LLC 0.26% Reduce -0.0% 61,000 $9.6M
Atria Investments, Inc 0.09% Reduce -3.5% 60,245 $9.4M
Clifford Swan Investment Counsel LLC 0.30% Reduce -17.1% 60,118 $9.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +8.2% 59,271 $9.3M
Glenmede Trust Co. NA 0.04% Reduce -6.2% 59,156 $9.3M
Orion Porfolio Solutions, LLC 0.07% Add +3.6% 58,960 $9.2M
Welch & Forbes LLC 0.11% Add +0.6% 57,984 $9.1M
Advisors Capital Management, LLC 0.10% Add +5.0% 57,958 $9.1M
Federated Hermes, Inc. 0.01% Reduce -0.1% 56,351 $8.8M
Pinnacle Associates Ltd. 0.10% Reduce -0.4% 55,762 $8.7M
Cullen Investment Group, LTD. 1.05% Add +10.4% 55,534 $8.7M
Russell Investments Group, Ltd. 0.01% Reduce -51.4% 55,033 $8.6M
Deutsche Bank AG 0.00% Add +4.0% 54,336 $8.5M
Boston Partners 0.01% Reduce -2.7% 53,689 $8.4M
Edgemoor Investment Advisors, Inc. 0.57% Reduce -51.4% 52,824 $8.3M
Narwhal Capital Management 0.57% Add +0.1% 52,702 $8.3M
State Street Corp. 0.00% Reduce -96.3% 50,661 $8.0M
1832 Asset Management L.P. 0.01% Reduce -10.3% 51,084 $8.0M
Signaturefd, LLC 0.11% Add +6.3% 51,066 $8.0M
Brown Brothers Harriman & Co. 0.03% Reduce -14.4% 50,794 $8.0M
Walled Lake Planning & Wealth Management, LLC 1.98% Add +0.3% 50,139 $7.9M
First Manhattan Co. Llc. 0.02% Reduce -0.8% 50,123 $7.9M
Sphera Funds Management LTD. 1.12% Add +35.1% 50,000 $7.8M
Archford Capital Strategies, LLC 0.79% Reduce -1.4% 49,908 $7.8M
Cardinal Capital Management 0.94% Reduce -0.0% 49,670 $7.8M
Smithbridge Asset Management Inc. 1.05% Add +0.7% 49,133 $7.7M
Pittenger & Anderson Inc. 0.28% No change 49,020 $7.7M
China Universal Asset Management Co., Ltd. 0.46% Reduce -7.8% 49,000 $7.7M
Lockheed Martin Investment Management Co. 0.30% Reduce -1.2% 48,400 $7.6M
Financial Gravity Companies, Inc. 1.22% — 48,030 $7.5M
Naviter Wealth, LLC 0.68% Add +23.1% 47,793 $7.5M
Elevation Point Wealth Partners, LLC 0.14% Add +0.1% 47,580 $7.5M
Glassy Mountain Advisors, Inc. 2.04% Reduce -6.1% 47,531 $7.4M
Fiduciary Trust Co 0.08% Reduce -8.0% 47,417 $7.4M
Trust Co. of Vermont 0.27% — 46,466 $7.3M
Evergreen Capital Management LLC 0.13% Reduce -3.8% 45,908 $7.2M
Factory Mutual Insurance Co. 0.07% No change 45,066 $7.1M
Bleakley Financial Group, LLC 0.09% Add +1.8% 44,930 $7.0M
Triasima Portfolio Management inc. 0.95% Reduce -14.7% 44,755 $7.0M
Steward Partners Investment Advisory, LLC 0.04% Reduce -2.2% 44,418 $7.0M
Monte Financial Group, LLC 2.23% Add +2.6% 44,535 $7.0M
Vise Technologies, Inc. 0.08% Add +22.3% 44,366 $7.0M
Park Avenue Securities LLC 0.04% Reduce -10.2% 43,915 $6.9M
Daymark Wealth Partners, LLC 0.17% Add +33.7% 43,852 $6.9M
WCG Wealth Advisors LLC 0.16% Add +12.4% 43,776 $6.9M
Qube Research & Technologies Ltd 0.01% Reduce -74.7% 43,740 $6.9M
Rathbones Group PLC 0.03% Reduce -0.3% 43,692 $6.8M
World Investment Advisors 0.11% Add +0.5% 44,423 $6.8M
Ieq Capital, LLC 0.03% Reduce -6.9% 43,358 $6.8M
MAI Capital Management 0.03% Add +12.4% 43,150 $6.8M
Vident Advisory, LLC 0.05% Add +2.0% 42,672 $6.7M
Catalyst Capital Advisors LLC 0.11% Reduce -2.3% 41,842 $6.6M
DAVENPORT & Co LLC 0.03% Reduce -1.8% 40,542 $6.4M
Henry James International Management Inc. 1.90% Add +0.1% 40,427 $6.3M
Hamel Associates, Inc. 1.75% Reduce -0.3% 40,423 $6.3M
Advisory Services Network, LLC 0.07% Add +3.4% 39,996 $6.3M
Argent Trust Co 0.18% Add +4.3% 39,948 $6.3M
First Pacific Financial 0.74% Reduce -0.1% 39,871 $6.2M
Arkadios Wealth Advisors 0.10% Add +9.4% 39,601 $6.2M
Caprock Group, LLC 0.12% Add +0.1% 39,351 $6.2M
Carret Asset Management, LLC 0.54% Reduce -1.1% 39,278 $6.2M
Choreo, LLC 0.07% Add +1.5% 39,193 $6.1M
Sequoia Financial Advisors, LLC 0.03% Reduce -9.3% 38,971 $6.1M
National Bank of Canada 0.01% Reduce -19.2% 38,779 $6.1M
EP Wealth Advisors, LLC 0.02% Add +4.0% 38,592 $6.0M
Hayek Kallen Investment Management 1.78% Reduce -1.4% 37,538 $5.9M
Farther Finance Advisors, LLC 0.05% Add +8.2% 37,340 $5.9M
Gradient Investments LLC 0.08% Add +6.1% 37,294 $5.8M
Manufacturers Life Insurance Company, The 0.00% Add +0.1% 37,227 $5.8M
Lido Advisors, LLC 0.02% Add +6.1% 36,804 $5.8M
Entropy Technologies, LP 0.23% Add +195.8% 36,558 $5.7M
Farmers & Merchants Investments Inc. 0.14% Reduce -0.4% 36,502 $5.7M
Spire Wealth Management 0.17% Reduce -1.6% 35,965 $5.6M
Rhumbline Advisers 0.00% Reduce -0.5% 35,943 $5.6M
Timber Creek Capital Management LLC 1.13% Add +3.3% 35,388 $5.5M
T. Rowe Price Associates Inc. 0.00% Reduce -17.6% 35,052 $5.5M
Quartz Partners, LLC 1.79% Reduce -0.4% 34,861 $5.5M
Merit Financial Group, LLC 0.03% Add +3.3% 34,804 $5.5M
Great Lakes Advisors, LLC 0.04% Add +5.3% 34,195 $5.4M
Greenfield Seitz Capital Management, LLC 1.57% Reduce -2.7% 33,624 $5.3M
Auto-Owners Insurance Co 0.12% No change 33,570 $5.3M
Providence Capital Advisors, LLC 0.78% Reduce -0.2% 32,898 $5.2M
WealthTrust Axiom LLC 1.14% Reduce -0.2% 32,676 $5.1M
Chesley Taft & Associates LLC 0.20% Reduce -1.0% 32,410 $5.1M
Arax Advisory Partners 0.03% Add +543.6% 32,315 $5.1M
Abundance Wealth Counselors 0.33% Add +91.8% 32,213 $5.0M
Fifth Third Bancorp 0.01% Reduce -9.6% 32,186 $5.0M
Dearborn Partners LLC 0.28% Reduce -9.0% 32,039 $5.0M
Commerce Bank 0.02% Reduce -1.8% 31,461 $4.9M
Americana Partners, LLC 0.11% Add +19.9% 31,396 $4.9M
Euro Pacific Asset Management, LLC 0.56% Reduce -0.3% 41,457 $4.9M
Crossmark Global Holdings, Inc. 0.06% Reduce -4.3% 31,082 $4.9M
Compound Planning, Inc. 0.13% Add +0.6% 30,759 $4.8M
Azzad Asset Management Inc. 0.42% Add +1.8% 30,427 $4.8M
Fred Alger Management, LLC 0.02% Reduce -0.1% 30,125 $4.7M
Cornerstone Wealth Group, LLC 0.28% Reduce -4.1% 29,903 $4.7M
Victory Capital Management Inc. 0.00% Reduce -16.6% 29,560 $4.6M
Ballentine Partners, LLC 0.06% Add +5.1% 29,508 $4.6M
Choate Investment Advisors 0.08% Reduce -4.1% 29,237 $4.6M
CWA Asset Management Group, LLC 0.14% Add +7.5% 29,083 $4.6M
Prentiss Smith & Co. Inc. 2.49% Reduce -0.4% 29,004 $4.5M
Arjuna Capital 1.02% Add +7.3% 28,989 $4.5M
Moody LYNN Lieberson & Walker, LLC 0.24% Add +2.4% 28,965 $4.5M
Private Advisor Group, LLC 0.02% Reduce -33.9% 28,916 $4.5M
Engineers Gate Manager LP 0.06% New 28,899 $4.5M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.6% 28,866 $4.5M
Moors & Cabot, Inc. 0.18% Reduce -4.0% 28,770 $4.5M
Oxbow Advisors, LLC 0.37% Reduce -0.3% 28,452 $4.5M
Pegasus Asset Management, Inc. 1.27% Add +3.9% 28,387 $4.4M
Haverford Trust Co 0.04% Reduce -0.6% 28,222 $4.4M
Fayez Sarofim & Co 0.01% Add +1.1% 28,162 $4.4M
Prospera Financial Services Inc 0.06% Add +0.1% 28,070 $4.4M
CIBC Asset Management Inc 0.01% Add +1.9% 28,084 $4.4M
Northeast Investment Management 0.16% Reduce -3.7% 27,819 $4.4M
Maverick Capital 0.04% Add +82.3% 27,789 $4.4M
Principal Securities, Inc. 0.05% Reduce -11.9% 27,727 $4.3M
Baldwin Wealth Partners LLC 0.28% Reduce -7.7% 27,679 $4.3M
Alliancebernstein L.P. 0.00% Reduce -51.8% 28,213 $4.3M
Global Retirement Partners, LLC 0.07% — 27,477 $4.3M
NBT Bank, N.A. 0.28% Reduce -1.5% 27,417 $4.3M
Woodmont Investment Counsel LLC 0.23% Reduce -0.3% 27,118 $4.2M
Equitable Trust Co. 0.18% Add +37.0% 26,861 $4.2M
Penobscot Investment Management Company, Inc. 0.29% Reduce -6.0% 26,577 $4.2M
Atlantic Union Bankshares Corp 0.07% Reduce -1.9% 26,575 $4.2M
Woodley Farra Manion Portfolio Management Inc. 0.20% Reduce -90.1% 26,308 $4.1M
Pekin Hardy Strauss, Inc. 0.36% Reduce -4.9% 26,136 $4.1M
Naples Global Advisors, LLC 0.25% Reduce -0.4% 26,087 $4.1M
Albert D Mason Inc. 2.29% No change 25,727 $4.0M
Trustmark Bank Trust Department 0.24% Reduce -3.1% 25,560 $4.0M
Mgo One Seven LLC 0.07% Reduce -9.2% 25,560 $4.0M
Telos Capital Management, Inc. 0.35% Reduce -0.9% 25,483 $4.0M
Clearstead Advisors, LLC 0.04% Reduce -27.3% 25,239 $4.0M
apricus wealth, LLC 1.86% Add +1.7% 24,838 $3.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% No change 24,822 $3.9M
Aaron Wealth Advisors LLC 0.20% Add +3.0% 24,810 $3.9M
Advisors Asset Management, Inc. 0.06% Add +3.6% 24,465 $3.8M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.0% 24,292 $3.8M
Blue Square Asset Management, LLC 1.53% Reduce -0.2% 24,082 $3.8M
AMG National Trust Bank 0.08% Reduce -0.2% 24,015 $3.8M
Oppenheimer & Co. Inc. 0.04% Reduce -0.1% 23,885 $3.7M
Shrier Wealth Management, LLC 1.28% Add +0.8% 23,884 $3.7M
EagleClaw Capital Managment, LLC 0.50% Reduce -11.6% 23,712 $3.7M
Fca Corp. 0.90% Add +2.5% 23,419 $3.7M
Patten & Patten Inc. 0.19% Reduce -0.1% 23,369 $3.7M
Mitchell & Pahl Private Wealth, LLC 1.34% Add +1.5% 23,278 $3.6M
Kathmere Capital Management, LLC 0.19% Add +6.5% 22,990 $3.6M
Third View Private Wealth, LLC 0.44% Reduce -3.8% 22,936 $3.6M
Hall Laurie J Trustee 1.12% Reduce -1.3% 22,897 $3.6M
Spectrum Asset Management, Inc. (NB/CA) 0.99% Reduce -13.2% 22,804 $3.6M
Snowden Capital Advisors LLC 0.08% Add +12.4% 22,603 $3.5M
First National Bank of Omaha 0.10% Reduce -31.7% 22,319 $3.5M
Tealwood Asset Management Inc. 1.34% Reduce -0.4% 22,271 $3.5M
Evolve Private Wealth, LLC 0.21% Reduce -3.0% 21,893 $3.4M
Great Valley Advisor Group, Inc. 0.05% Add +5.9% 21,792 $3.4M
Foster & Motley Inc. 0.15% Reduce -3.0% 21,447 $3.4M
Old Port Advisors 0.66% Add +0.8% 21,266 $3.3M
Voya Investment Management LLC 0.00% Reduce -33.1% 21,245 $3.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.98% Reduce -21.6% 21,020 $3.3M
Cloverfields Capital Group, LP 0.99% Reduce -8.8% 20,881 $3.3M
Concurrent Investment Advisors, LLC 0.03% Add +39.4% 20,676 $3.2M
Coastline Trust Co 0.29% Add +1.3% 20,595 $3.2M
Perigon Wealth Management, LLC 0.05% Reduce -0.5% 20,563 $3.2M
Integrated Wealth Concepts LLC 0.02% Reduce -9.4% 20,523 $3.2M
Summit Trail Advisors, LLC 0.04% Reduce -2.1% 20,407 $3.2M
Beacon Financial Group 0.29% Reduce -1.3% 20,231 $3.2M
Cascade Investment Advisors, Inc. 1.72% Reduce -2.2% 20,060 $3.1M
Marietta Investment Partners LLC 0.54% No change 20,019 $3.1M
Diversify Advisory Services, LLC 0.05% New 20,054 $3.1M
Diversify Wealth Management, LLC 0.05% Add +155.3% 20,054 $3.1M
Pinnacle Financial Partners, Inc. 0.02% Reduce -4.9% 19,742 $3.1M
Perennial Advisors, LLC 0.48% Reduce -51.8% 19,702 $3.1M
Mission Wealth Management, LP 0.04% Add +85.7% 19,690 $3.1M
HB Wealth Management, LLC 0.02% Add +6.8% 19,549 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -67.7% 19,482 $3.1M
Fairfield, Bush & Co. 1.48% Reduce -0.5% 19,239 $3.0M
Trust Co. of Toledo NA 0.25% Reduce -0.1% 19,068 $3.0M
Kestra Private Wealth Services, LLC 0.03% Reduce -24.6% 19,054 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.9% 19,022 $3.0M
Acadian Asset Management LLC 0.00% Add +0.2% 18,743 $2.9M
Parr McKnight Wealth Management Group, LLC 0.35% Reduce -15.1% 18,651 $2.9M
Beutel, Goodman & Co Ltd. 0.02% Reduce -1.2% 18,599 $2.9M
Dynamic Advisor Solutions LLC 0.08% Add +7.8% 17,912 $2.8M
Independent Investors Inc. 0.54% No change 17,900 $2.8M
Lester Murray Antman dba SimplyRich 0.65% No change 17,763 $2.8M
Virtu Financial LLC 0.09% New 17,757 $2.8M
Abbot Financial Management, Inc. 1.02% Reduce -1.1% 17,701 $2.8M
Bradley Foster & Sargent Inc. 0.04% No change 17,635 $2.8M
Marshall Financial Group, LLC 0.40% Add +3.8% 17,632 $2.8M
Smartleaf Asset Management LLC 0.09% No change 17,483 $2.8M
Coldstream Capital Management Inc. 0.03% Reduce -7.6% 17,467 $2.7M
Patriot Financial Group Insurance Agency, LLC 0.28% Reduce -55.9% 17,411 $2.7M
Everett Harris & Co. 0.03% No change 17,363 $2.7M
Nichols & Pratt Advisers LLP 0.16% Add +0.3% 17,297 $2.7M
Strategic Global Advisors, LLC 0.39% Add +4.5% 17,342 $2.7M
Waverly Advisors, LLC 0.02% Reduce -0.3% 17,249 $2.7M
Aptus Capital Advisors, LLC 0.02% Add +7.9% 17,200 $2.7M
Venturi Wealth Management, LLC 0.10% Add +3.5% 17,084 $2.7M
Benedict Financial Advisors Inc. 0.52% Reduce -1.8% 17,055 $2.7M
Checchi Capital Advisers, LLC 0.17% Reduce -2.3% 16,953 $2.7M
BTC Capital Management, Inc. 0.16% Add +2.4% 16,933 $2.7M
Jamison Private Wealth Management, Inc. 0.27% Add +0.1% 16,888 $2.6M
Level Four Advisory Services, LLC 0.07% Reduce -2.6% 16,882 $2.6M
Dymon Asia Capital (singapore) Pte. LTD. 0.42% Reduce -16.0% 16,800 $2.6M
Optimist Retirement Group LLC 1.01% Reduce -0.1% 16,777 $2.6M
Northside Capital Management, LLC 0.21% Reduce -0.9% 16,724 $2.6M
Patten Group, Inc. 0.41% Reduce -2.1% 16,667 $2.6M
IAM Advisory, LLC 0.51% Add +0.4% 16,635 $2.6M
Ipswich Investment Management Co., Inc. 0.55% Add +19.9% 16,585 $2.6M
Rothschild Investment LLC 0.10% Reduce -1.8% 16,578 $2.6M
Prime Capital Investment Advisors, LLC 0.03% Add +2.7% 16,577 $2.6M
Ascent Wealth Partners, LLC 0.26% Add +3.6% 16,473 $2.6M
Schonfeld Strategic Advisors LLC 0.01% Add +73.0% 16,468 $2.6M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -0.7% 16,322 $2.6M
Csenge Advisory Group 0.10% Add +14.0% 16,110 $2.5M
Empire Financial Management Company, LLC 1.00% Add +0.7% 16,106 $2.5M
Parallel Advisors, LLC 0.04% Reduce -4.4% 15,640 $2.5M
Palisade Asset Management, LLC 0.23% Reduce -4.7% 15,639 $2.5M
Ativo Capital Management LLC 1.87% Reduce -1.4% 15,609 $2.4M
Regions Financial Corp. 0.01% Add +8.0% 15,547 $2.4M
Headinvest, LLC 0.45% Reduce -2.1% 15,391 $2.4M
Mosaic Financial Group, LLC 1.50% Reduce -0.1% 14,973 $2.3M
Baker Ellis Asset Management LLC 0.24% No change 14,950 $2.3M
Quadcap Wealth Management, LLC 0.23% Reduce -2.9% 14,928 $2.3M
Altman Advisors, Inc. 0.84% Reduce -0.5% 14,896 $2.3M
New Vernon Capital Holdings II LLC 1.27% No change 14,733 $2.3M
Boothbay Fund Management, LLC 0.04% New 14,644 $2.3M
Abel Hall, LLC 0.40% Add +0.7% 14,598 $2.3M
Greenleaf Trust 0.02% Reduce -0.8% 14,361 $2.3M
Clark Capital Management Group, Inc. 0.01% Reduce -94.3% 14,258 $2.2M
Park National Corp. 0.06% Reduce -0.3% 14,119 $2.2M
GAMMA Investing LLC 0.08% Add +5.7% 14,066 $2.2M
Two Sigma Investments, LP 0.00% Reduce -49.2% 13,992 $2.2M
Fort Sheridan Advisors LLC 0.24% Add +3.2% 13,967 $2.2M
Personal Cfo Solutions, LLC 0.31% Add +17.5% 13,900 $2.2M
Marco Investment Management LLC 0.14% No change 13,875 $2.2M
Bailard, Inc. 0.04% Add +4.4% 13,869 $2.2M
Highland Capital Management, LLC 0.10% Reduce -7.4% 13,845 $2.2M
Sepio Capital, LP 0.11% Add +5.7% 13,731 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.41% No change 13,875 $2.2M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -0.9% 13,636 $2.1M
FSB Premier Wealth Management, Inc. 0.60% Reduce -20.3% 13,534 $2.1M
Savvy Advisors, Inc. 0.04% Add +16.6% 13,331 $2.1M
Denali Advisors LLC 0.21% Reduce -2.3% 13,287 $2.1M
AIMZ Investment Advisors, LLC 0.57% Reduce -0.4% 13,284 $2.1M
Kingsview Wealth Management, LLC 0.03% Add +12.5% 13,243 $2.1M
OpenArc Corporate Advisory, LLC 0.02% Add +3.5% 13,228 $2.1M
Florida Trust Wealth Management Co 0.05% Add +7.9% 13,186 $2.1M
Kahn Brothers Group Inc. 0.33% Reduce -1.5% 13,186 $2.1M
Capital Financial Group Inc\co\ 1.07% Reduce -3.5% 13,034 $2.0M
Johnson Investment Counsel Inc. 0.01% Add +0.7% 12,976 $2.0M
TD Private Client Wealth LLC 0.04% Reduce -6.2% 12,892 $2.0M
Rwa Wealth Partners, LLC 0.02% Add +0.6% 12,844 $2.0M
Cornerstone Planning, LLC 0.47% Add +1.4% 12,843 $2.0M
HM Payson & Co. 0.03% No change 12,837 $2.0M
NorthCrest Asset Manangement, LLC 0.05% Reduce -2.4% 12,983 $2.0M
Ascent Group, LLC 0.06% Reduce -3.7% 12,806 $2.0M
Boit C F David 0.84% No change 12,800 $2.0M
Opal Capital LLC 0.36% Add +14.5% 12,800 $2.0M
TrueMark Investments, LLC 0.25% Add +14.5% 12,800 $2.0M
Compass Wealth Management LLC 0.38% Reduce -0.8% 12,747 $2.0M
Sterling Capital Management LLC 0.03% Reduce -5.9% 12,692 $2.0M
Arnhold LLC 0.14% No change 12,636 $2.0M
PCM Encore, LLC 0.34% Reduce -0.8% 12,510 $2.0M
Roberts Glore & Co. Inc. 0.48% Reduce -0.6% 12,498 $2.0M
Value Partners Investments Inc. 0.14% Add +2.7% 12,450 $1.9M
Portside Wealth Group, LLC 0.23% Add +17.6% 12,409 $1.9M
Ellevest, Inc. 0.23% Add +4.9% 12,495 $1.9M
Henshaw Capital LLC 0.06% No change 12,295 $1.9M
GeoWealth Management, LLC 0.06% Add +15.4% 12,284 $1.9M
Physicians Financial Services, Inc. 0.48% Reduce -0.4% 12,234 $1.9M
Wealth Group, Ltd. 0.48% Add +456.1% 12,234 $1.9M
Plancorp, LLC 0.05% No change 12,291 $1.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.09% No change 12,000 $1.9M
Integrated Quantitative Investments LLC 0.31% New 11,975 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +70.3% 11,917 $1.9M
Carnegie Investment Counsel 0.04% Reduce -0.2% 11,834 $1.9M
Parsons Capital Management Inc. 0.08% Reduce -0.0% 11,795 $1.8M
Equitable Holdings, Inc. 0.01% Reduce -56.0% 11,702 $1.8M
Dynasty Wealth Management, LLC 0.01% Reduce -3.5% 11,695 $1.8M
Glass Wealth Management Co LLC 0.61% Reduce -0.3% 11,690 $1.8M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +28.5% 11,662 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Add +2.2% 11,663 $1.8M
Dorsey Wright & Associates 0.31% Reduce -28.8% 11,585 $1.8M
Frank, Rimerman Advisors LLC 0.10% Add +1.1% 11,569 $1.8M
CMH Wealth Management LLC 0.27% Add +3.4% 11,433 $1.8M
Wilmington Savings Fund Society, FSB 0.04% Reduce -7.4% 11,307 $1.8M
Greenwich Wealth Management LLC 0.06% No change 11,294 $1.8M
XTX Topco Ltd 0.02% Reduce -81.4% 11,248 $1.8M
Guggenheim Capital LLC 0.01% Reduce -1.5% 11,163 $1.7M
CSM Advisors, LLC 0.04% Reduce -10.5% 11,160 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.6% 11,157 $1.7M
Intrust Bank NA 0.13% Reduce -1.7% 11,153 $1.7M
Geneos Wealth Management Inc. 0.04% Reduce -77.7% 11,132 $1.7M
Brookstone Capital Management 0.02% Reduce -1.7% 11,103 $1.7M
Smart Money Group LLC 0.45% Add +4.5% 11,067 $1.7M
Wellington Management Group LLP 0.00% New 11,045 $1.7M
Basecamp Wealth Advisors LLC 0.32% No change 10,959 $1.7M
J.W. Cole Advisors, Inc. 0.03% Add +1.4% 10,929 $1.7M
Versant Capital Management, Inc 0.15% Add +4.9% 10,771 $1.7M
Guyasuta Investment Advisors Inc. 0.09% No change 10,767 $1.7M
Ar Asset Management Inc. 0.31% No change 10,750 $1.7M
Axxcess Wealth Management, LLC 0.03% Add +15.4% 10,748 $1.7M
Silvercrest Asset Management Group LLC 0.01% Reduce -11.4% 10,746 $1.7M
Trust Co. of Oklahoma 0.43% Reduce -5.3% 10,723 $1.7M
Drexel Morgan & Co. 0.23% No change 10,720 $1.7M
Boston Family Office LLC 0.10% No change 10,627 $1.7M
Sagespring Wealth Partners, LLC 0.03% Reduce -5.1% 10,590 $1.7M
Horizon Kinetics Asset Management LLC 0.02% Reduce -3.7% 10,588 $1.7M
Walsky Investment Management, Inc. 1.53% Reduce -0.6% 10,507 $1.6M
Somerville Kurt F 0.39% No change 10,438 $1.6M
Holderness Investments Co. 0.27% Reduce -0.5% 10,410 $1.6M
Kentucky Trust Co 0.78% Reduce -7.4% 10,312 $1.6M
Jane Street Group, LLC 0.00% Reduce -97.2% 10,207 $1.6M
Bridgewater Advisors Inc. 0.09% Add +1.2% 10,369 $1.6M
Voya Financial Advisors, Inc. 0.14% Reduce -21.8% 10,020 $1.6M
Berkeley Capital Partners, LLC 0.32% Add +1.4% 10,041 $1.6M
Apollon Wealth Management, LLC 0.02% Reduce -7.0% 10,037 $1.6M
Solutions 4 Wealth, Ltd 2.03% Reduce -6.6% 10,026 $1.6M
Occidental Asset Management, LLC 0.16% Add +214.1% 10,018 $1.6M
Osprey Private Wealth LLC 0.40% No change 10,000 $1.6M
Verition Fund Management LLC 0.01% Add +249.7% 10,000 $1.6M
HUB Investment Partners, LLC 0.03% Add +49.6% 9,958 $1.6M
Agate Pass Investment Management, LLC 0.57% No change 9,950 $1.6M
Pine Valley Investments Ltd Liability Co 0.07% No change 9,863 $1.5M
Old National Bancorp 0.03% Reduce -0.2% 9,844 $1.5M
Advisory Resource Group 0.23% Reduce -9.6% 9,787 $1.5M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.6% 9,771 $1.5M
IMC-Chicago, LLC 0.01% New 9,740 $1.5M
Public Employees Retirement System of Ohio 0.00% Reduce -6.8% 9,700 $1.5M
Blue Trust, Inc. 0.02% Reduce -2.5% 9,700 $1.5M
Stock Yards Bank & Trust Co. 0.04% Reduce -3.4% 9,690 $1.5M
AlphaCore Capital LLC 0.03% Add +42.7% 9,658 $1.5M
PDS Planning, Inc 0.09% Add +1.1% 9,632 $1.5M
WealthPlan Investment Management, LLC 0.07% Add +0.4% 9,630 $1.5M
Mather Group, Llc. 0.01% Reduce -5.7% 9,570 $1.5M
Retirement Guys Formula LLC 0.56% Add +10.2% 9,489 $1.5M
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.0% 9,463 $1.5M
Venture Visionary Partners LLC 0.04% Reduce -1.0% 9,396 $1.5M
AE Wealth Management LLC 0.01% Reduce -8.4% 9,392 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -1.6% 9,361 $1.5M
Foyston, Gordon & Payne Inc 0.31% Reduce -12.5% 9,044 $1.5M
Valeo Financial Advisors, LLC 0.03% Add +16.4% 9,310 $1.5M
Stratos Wealth Partners, LTD. 0.01% Reduce -5.3% 9,205 $1.4M
1620 Investment Advisors, Inc. 0.89% Add +1.0% 9,183 $1.4M
Modern Wealth Management, LLC 0.02% Reduce -2.5% 9,144 $1.4M
May Hill Capital, LLC 0.30% Add +0.7% 9,081 $1.4M
KCM Investment Advisors LLC 0.04% Reduce -0.3% 9,075 $1.4M
Mystic Asset Management, Inc. 0.30% Reduce -1.1% 9,069 $1.4M
Elser Financial Planning, Inc 0.06% No change 8,978 $1.4M
Essex Financial Services, Inc. 0.07% Reduce -1.1% 8,976 $1.4M
Crux Wealth Advisors 0.49% Reduce -5.7% 8,973 $1.4M
Connable Office Inc. 0.12% Add +39.8% 8,946 $1.4M
Gladstone Institutional Advisory LLC 0.04% Add +19.4% 8,936 $1.4M
Beaton Management Co. Inc. 0.57% No change 8,873 $1.4M
Becker Capital Management Inc. 0.04% Reduce -5.3% 8,857 $1.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +2.4% 8,830 $1.4M
Douglass Winthrop Advisors, LLC 0.02% Reduce -11.0% 8,755 $1.4M
Fifth Third Wealth Advisors LLC 0.04% Reduce -0.7% 8,738 $1.4M
Novem Group 0.14% Reduce -6.6% 8,727 $1.4M
Thrivent Financial for Lutherans 0.00% Add +22.5% 8,694 $1.4M
Brighton Jones LLC 0.03% Add +14.9% 8,709 $1.4M
Avidian Wealth Enterprises, LLC 0.04% Reduce -4.9% 8,699 $1.4M
LCNB Corp. 0.42% Reduce -6.2% 8,673 $1.4M
Barclays PLC 0.00% Add +15.4% 8,627 $1.4M
Diversified Trust Co. 0.02% Add +55.3% 8,626 $1.4M
Abacus Wealth Partners, LLC 0.14% Reduce -53.1% 8,613 $1.3M
Mayflower Financial Advisors, LLC 0.12% Reduce -1.6% 8,591 $1.3M
Stratos Wealth Advisors, LLC 0.07% Add +1.9% 8,587 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -0.1% 8,585 $1.3M
HF Advisory Group, LLC 0.41% Reduce -28.8% 8,551 $1.3M
Aprio Wealth Management, LLC 0.07% Add +3.0% 8,513 $1.3M
Cambridge Advisors Inc. 0.23% Reduce -5.6% 8,475 $1.3M
Kensington Investment Counsel, LLC 0.58% Reduce -0.2% 8,456 $1.3M
Simmons Bank 0.08% Add +2.1% 8,408 $1.3M
Hilltop Holdings Inc. 0.11% Reduce -6.7% 8,383 $1.3M
Transcend Capital Advisors, LLC 0.09% Reduce -8.2% 8,348 $1.3M
YANKCOM Partnership 0.47% Add +0.4% 8,346 $1.3M
Sittner & Nelson, LLC 0.41% Add +0.3% 8,339 $1.3M
Avior Wealth Management, LLC 0.03% Add +22.6% 8,335 $1.3M
CHICAGO TRUST Co NA 0.19% Reduce -1.1% 8,320 $1.3M
Northcape Wealth Management, LLC 0.34% Reduce -1.2% 8,271 $1.3M
Quantbot Technologies LP 0.05% New 8,263 $1.3M
Clear Creek Financial Management, LLC 0.08% Add +178.7% 8,250 $1.3M
Jacobi Capital Management LLC 0.06% Add +1.0% 8,245 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -18.6% 8,090 $1.3M
Valmark Advisers, Inc. 0.01% Add +0.9% 8,050 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.6% 8,039 $1.3M
Stonebridge Capital Management Inc. 0.61% Reduce -23.7% 8,032 $1.3M
Independent Advisor Alliance 0.03% Reduce -1.8% 8,003 $1.3M
RD Lewis Holdings, Inc. 0.93% Add +2.0% 8,071 $1.3M
Unique Wealth Strategies, LLC 0.46% No change 7,992 $1.3M
Delphi Management Inc. 1.22% Reduce -0.1% 7,982 $1.3M
Guardian Partners Inc. 0.11% Reduce -1.6% 7,965 $1.2M
Sage Rhino Capital LLC 0.20% Add +3.9% 7,947 $1.2M
Five Oceans Advisors 0.40% No change 7,908 $1.2M
Independence Bank of Kentucky 0.14% Reduce -2.5% 7,882 $1.2M
Montag A & Associates Inc. 0.05% Reduce -0.2% 7,847 $1.2M
Valley National Advisers Inc. 0.14% Reduce -0.8% 7,794 $1.2M
Harbour Trust & Investment Management Co 0.12% Reduce -0.3% 7,649 $1.2M
Ruggaard & Associates LLC 0.43% Add +1.3% 7,643 $1.2M
Lantz Financial LLC 0.22% Reduce -3.9% 7,596 $1.2M
CENTRAL TRUST Co 0.02% Add +8.5% 7,518 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +5.4% 7,504 $1.2M
Rehmann Capital Advisory Group 0.05% Add +12.0% 7,503 $1.2M
Kennon-Green & Company, LLC 0.91% Reduce -0.1% 7,452 $1.2M
Coppell Advisory Solutions LLC 0.10% New 237 $1.2M
Madson Wealth Advisors Inc 0.78% Add +11.3% 7,299 $1.1M
Chilton Capital Management LLC 0.04% Reduce -0.0% 7,290 $1.1M
Welch Group, LLC 0.04% Reduce -23.3% 7,262 $1.1M
SevenBridge Financial Group, LLC 0.17% Reduce -5.9% 7,267 $1.1M
Syon Capital LLC 0.05% Add +55.3% 7,220 $1.1M
AdvisorShares Investments LLC 0.14% Reduce -8.2% 7,171 $1.1M
New Hampshire Trust 0.21% Reduce -0.1% 7,170 $1.1M
Keystone Financial Services 0.29% Add +1.4% 7,155 $1.1M
Headlands Technologies LLC 0.12% Add +262.1% 7,145 $1.1M
Frec Markets, Inc. 0.10% Add +13.9% 7,133 $1.1M
St. Clair Advisors, LLC 0.29% No change 7,092 $1.1M
Minot DeBlois Advisors LLC 0.95% Reduce -6.2% 7,091 $1.1M
Associated Banc-Corp 0.03% Reduce -3.2% 7,039 $1.1M
SouthState Bank Corp 0.05% Reduce -0.0% 7,021 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -85.0% 6,978 $1.1M
Mezzasalma Advisors, LLC 0.22% Add +4.6% 6,965 $1.1M
Investment Research Partners LLC 0.37% Add +13.5% 6,950 $1.1M
Hutner Capital Management Inc. 0.43% Add +0.8% 6,891 $1.1M
Kimelman & Baird, LLC 0.08% No change 6,850 $1.1M
Romano Brothers and Company 0.11% Reduce -0.7% 6,797 $1.1M
Castlekeep Investment Advisors LLC 0.53% Reduce -6.9% 6,792 $1.1M
StrongBox Wealth, LLC 0.30% No change 6,789 $1.1M
Cypress Asset Management Inc. 0.21% No change 6,760 $1.1M
Eastern Bank 0.02% Reduce -19.3% 6,744 $1.1M
Southeast Asset Advisors, LLC 0.11% No change 6,716 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.1% 6,697 $1.0M
First Horizon Corp. 0.04% No change 6,664 $1.0M
Stephens Inc. 0.01% Add +0.2% 6,628 $1.0M
Harbour Investments, Inc. 0.01% Reduce -32.7% 6,599 $1.0M
UMB Bank, n.a. 0.01% Reduce -1.4% 6,571 $1.0M
Sowell Financial Services LLC 0.03% Reduce -10.7% 6,566 $1.0M
Gateway Investment Advisers LLC 0.01% Add +3.2% 6,564 $1.0M
Curbstone Financial Management Corp 0.17% Add +55.8% 6,532 $1.0M
Harrell Investment Partners, LLC 0.22% Add +0.1% 6,498 $1.0M
Joel Isaacson & Co., LLC 0.03% No change 6,486 $1.0M
King Luther Capital Management Corp. 0.00% Add +3.4% 6,446 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.10% Add +14.2% 6,438 $1.0M
Sykon Capital LLC 0.31% No change 6,403 $1.0M
Gilliland Jeter Wealth Management LLC 0.26% Reduce -4.5% 6,398 $1.0M
GC Wealth Management RIA, LLC 0.06% Add +26.4% 6,349 $995K
Trust Point Inc. 0.08% Add +3.8% 6,344 $994K
Lee Danner & Bass Inc. 0.06% No change 6,340 $994K
Means Investment Co., Inc. 0.07% Reduce -1.9% 6,330 $992K
Private Trust Co. NA 0.08% Reduce -1.1% 6,324 $991K
JNBA Financial Advisors 0.07% Add +0.5% 6,281 $984K
Bluespring Wealth Management, LLC 0.02% New 6,278 $984K
Applied Finance Capital Management, LLC 0.07% Reduce -12.7% 6,260 $981K
Marotta Asset Management 0.16% Reduce -2.2% 6,351 $979K
Motco 0.08% Add +1.4% 6,233 $977K
Keel Point, LLC 0.06% Add +3.6% 6,229 $976K
Insigneo Advisory Services, LLC 0.04% Add +2.0% 6,217 $974K
St Germain D J Co. Inc. 0.03% Reduce -3.4% 6,177 $968K
Seeds Investor LLC 0.10% Reduce -5.1% 6,174 $968K
North Star Asset Management Inc. 0.04% Reduce -1.0% 6,158 $965K
1900 Wealth Management LLC 0.05% No change 6,153 $964K
Sivia Capital Partners, LLC 0.12% Reduce -29.5% 6,151 $964K
Meriwether Wealth & Planning, LLC 0.48% Add +1.0% 6,134 $961K
Modera Wealth Management, LLC 0.01% Add +23.9% 6,102 $956K
Credit Agricole S A 0.00% Add +8.0% 6,089 $954K
Schulhoff & Co. Inc. 0.38% Add +0.1% 6,053 $949K
Heritage Wealth Management, Inc. 0.24% No change 6,052 $948K
Aberdeen Wealth Management LLC 0.45% New 6,045 $947K
Resonant Capital Advisors, LLC 0.04% Reduce -2.5% 6,007 $941K
Simplicity Wealth,LLC 0.03% Add +10.0% 5,984 $938K
Benjamin Edwards Inc. 0.01% Add +13.8% 5,979 $937K
Kennedy Investment Group, Inc. 0.32% Reduce -0.1% 5,972 $936K
Anchor Investment Management, LLC 0.07% Reduce -11.5% 5,952 $933K
Cypress Capital Group 0.09% No change 5,941 $931K
West Family Investments, Inc. 0.27% Reduce -4.4% 5,931 $930K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -1.6% 5,909 $926K
Lazard Asset Management LLC 0.00% Reduce -12.0% 5,897 $924K
Jeppson Wealth Management, LLC 0.27% Reduce -2.7% 5,873 $920K
Arvest Bank Trust Division 0.04% Reduce -5.4% 5,844 $916K
Bradyco, Inc. 1.05% No change 5,841 $915K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 5,794 $908K
Wedmont Private Capital 0.02% Reduce -11.9% 5,894 $908K
Peoples Bank 0.88% Reduce -3.3% 5,790 $907K
Steadtrust LLC 0.46% Add +0.0% 5,769 $904K
Dickmeyer Boyce Financial Management, Inc. 0.47% Reduce -4.1% 5,762 $903K
Calydon Capital 0.13% Reduce -0.9% 5,755 $902K
Bangor Savings Bank 0.07% Reduce -6.8% 5,752 $901K
Centaurus Financial, Inc. 0.04% Add +2.8% 5,748 $901K
NTV Asset Management LLC 0.09% Reduce -0.7% 5,744 $900K
Radnor Capital Management, LLC 0.13% No change 5,725 $897K
Fulton Bank, N.A. 0.03% Reduce -2.7% 5,679 $890K
Aspen Wealth Management LLC 0.15% Add +43.6% 5,661 $887K
Davis Investment Partners, LLC 0.27% No change 5,658 $887K
Twin City Private Wealth, LLC 0.62% Add +2.1% 5,647 $885K
Neville Rodie & Shaw Inc. 0.06% No change 5,610 $879K
Aureus Asset Management, LLC 0.05% Add +1.7% 5,586 $875K
CVA Family Office, LLC 0.08% No change 5,542 $869K
Penbrook Management LLC 0.55% No change 5,540 $868K
Larry Mathis Financial Planning, LLC 0.66% Reduce -1.2% 5,510 $864K
First Citizens Bank & Trust Co. 0.01% Reduce -4.7% 5,507 $863K
Altus Wealth Group LLC 0.31% Add +0.1% 5,463 $856K
Wealthspire Advisors, LLC 0.00% Reduce -9.6% 5,454 $855K
IHT Wealth Management, LLC 0.02% Add +2.0% 5,450 $854K
Diesslin Group, Inc. 0.33% No change 5,434 $852K
Goldstone Financial Group, LLC 0.08% Reduce -7.0% 5,430 $851K
Texas Bank & Trust Co 0.28% Add +0.9% 5,429 $851K
Crestwood Advisors Group, LLC 0.01% Add +11.0% 5,428 $851K
R Squared Ltd 0.45% Add +32.1% 5,411 $848K
Mb, Levis & Associates, LLC 0.31% No change 5,410 $848K
Summit Financial, LLC 0.01% Add +0.8% 5,394 $845K
XML Financial, LLC 0.06% No change 5,376 $843K
Regal Investment Advisors LLC 0.04% Add +0.7% 5,361 $840K
FDx Advisors, Inc. 0.25% Add +29.0% 5,362 $840K
Knightsbridge Asset Management, LLC 0.11% Reduce -0.7% 5,345 $838K
Alhambra Investment Management LLC 0.36% Add +1.7% 5,321 $834K
Ariadne Wealth Management, LP 0.37% No change 5,319 $834K
Forza Wealth Management, LLC 0.25% No change 5,274 $827K
Banco de Sabadell, S.A 0.48% Reduce -0.6% 5,251 $824K
One Wealth Capital Management, LLC 0.23% Add +105.0% 5,238 $821K
Compass Financial Management LLC 0.10% — 5,335 $819K
Circle Wealth Management, LLC 0.01% No change 5,196 $814K
Kennebec Savings Bank 0.65% Reduce -1.7% 5,163 $809K
First American Trust, FSB 0.05% Add +0.6% 5,156 $808K
Parkside Financial Bank & Trust 0.06% Reduce -7.7% 5,146 $806K
Traynor Capital Management, Inc. 0.04% Add +36.0% 5,144 $806K
E&G Advisors, LLC 0.16% Reduce -1.0% 5,127 $804K
Mark Sheptoff Financial Planning, LLC 0.43% No change 5,120 $802K
DF Dent & Co. Inc. 0.02% No change 5,115 $802K
Natural Investments, LLC 0.18% Add +2.2% 5,116 $801K
JMN Financial LLC 0.62% Reduce -5.5% 5,089 $798K
O'Brien Greene & Co. Inc 0.22% No change 5,081 $796K
Monument Capital Management 0.16% No change 5,076 $796K
Rexford Capital Inc. 0.49% Add +1.1% 5,059 $793K
One Wealth Advisors, LLC 0.09% Add +2.0% 5,053 $792K
Moneta Group Investment Advisors LLC 0.01% Add +29.3% 5,046 $791K
HighPoint Advisor Group LLC 0.03% Add +214.8% 5,024 $787K
Payne Capital LLC 0.65% No change 5,000 $784K
Kintra Wealth, LLC 0.04% Add +48.7% 5,118 $776K
Foundations Investment Advisors, LLC 0.01% Add +9.6% 4,936 $774K
Sovran Advisors, LLC 0.06% Add +13.4% 4,829 $772K
University of Texas/Texas Am Investment Management Co. 0.09% Reduce -77.0% 4,919 $771K
CFO4Life Group, LLC 0.10% Reduce -1.9% 4,916 $771K
Cary Street Partners Financial LLC 0.02% Reduce -1.8% 4,915 $770K
Burns J W & Co. Inc. 0.08% Reduce -0.1% 4,915 $770K
B. Riley Wealth Advisors, Inc. 0.04% Add +0.9% 4,886 $770K
Calamos Wealth Management LLC 0.02% Add +20.3% 4,898 $768K
JFS Wealth Advisors, LLC 0.04% Add +0.4% 4,893 $767K
Xponance LLC 0.00% Add +8.5% 4,891 $767K
RFG Advisory, LLC 0.01% Add +35.3% 4,861 $762K
Rational Advisors, Inc. 0.07% Reduce -36.1% 4,853 $761K
BXM Wealth LLC 0.41% No change 4,840 $758K
Yousif Capital Management, LLC 0.01% Reduce -75.9% 4,811 $754K
Liberty One Investment Management, LLC 0.08% Reduce -2.6% 4,810 $754K
Nilsine Partners, LLC 0.05% Add +1.0% 4,809 $754K
Essex Bank 0.16% Reduce -0.3% 4,797 $752K
Principle Wealth Partners LLC 0.04% No change 4,772 $748K
Drucker Wealth 3.0, LLC 0.12% Reduce -5.0% 4,763 $746K
Veracity Capital LLC 0.20% Add +0.1% 4,760 $746K
Jain Global LLC 0.01% New 4,742 $743K
Sigma Planning Corp 0.02% Add +0.5% 4,740 $743K
Cascade Financial Partners, LLC 0.06% No change 4,733 $742K
Valley Brook Capital Group, Inc. 0.42% Reduce -1.1% 4,717 $739K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.9% 4,716 $739K
Almanack Investment Partners, LLC. 0.09% Add +62.6% 4,703 $737K
Cullinan Associates Inc. 0.06% No change 4,700 $737K
SmartHarvest Portfolios, LLC 0.24% Add +6.0% 4,670 $732K
Ameritas Advisory Services, LLC 0.01% Add +94.3% 4,647 $728K
Visionary Horizons, LLC 0.30% Reduce -0.9% 4,636 $727K
Leonard Rickey Investment Advisors P.L.L.C. 0.11% Add +0.5% 4,626 $725K
Presilium Private Wealth, LLC 0.11% Reduce -0.0% 4,603 $721K
Cordatus Wealth Management LLC 0.16% Add +1.1% 4,593 $720K
Rossmore Private Capital 0.06% No change 4,581 $718K
Net Worth Advisory Group 0.18% Reduce -3.9% 4,571 $716K
Mraz, Amerine & Associates, Inc. 0.10% No change 4,552 $713K
Texas Yale Capital Corp. 0.02% Add +3.4% 4,542 $712K
Hanson & Doremus Investment Management 0.07% No change 4,528 $710K
Stablepoint Partners, LLC 0.10% No change 4,530 $710K
Klingman & Associates, LLC 0.03% Add +5.4% 4,523 $709K
Pure Financial Advisors, LLC 0.01% Add +12.6% 4,515 $708K
Ausdal Financial Partners, Inc. 0.03% Add +11.6% 4,509 $707K
Cyndeo Wealth Partners, LLC 0.03% Reduce -3.4% 4,490 $704K
WASHINGTON TRUST Co 0.02% No change 4,467 $700K
Indivisible Partners 0.04% Add +62.0% 4,463 $699K
Angeles Wealth Management, LLC 0.03% Add +3.8% 4,448 $697K
Freestone Capital Holdings, LLC 0.02% Reduce -18.2% 4,448 $697K
Composition Wealth, LLC 0.01% Add +8.6% 4,439 $696K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.7% 4,431 $694K
HBK Sorce Advisory LLC 0.01% Reduce -1.4% 4,494 $694K
Marino, Stram & Associates LLC 0.11% No change 4,413 $692K
Wedbush Securities Inc. 0.02% Add +1.9% 4,405 $690K
Opal Wealth Advisors, LLC 0.15% Reduce -5.4% 4,383 $687K
D'Orazio & Associates, Inc. 0.08% Add +4.4% 4,370 $685K
Shah Wealth Advisors, LLC 0.16% — 4,346 $681K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -49.9% 4,341 $680K
Bedel Financial Consulting, Inc. 0.07% Reduce -7.6% 4,326 $678K
First City Capital Management, Inc. 0.33% Reduce -0.5% 4,298 $674K
Aspiriant, LLC 0.02% Add +48.0% 4,290 $672K
Clear Harbor Asset Management, LLC 0.04% Reduce -2.0% 4,273 $670K
Anchyra Partners LLC 0.16% Add +2.3% 4,265 $668K
Cambient Family Office, LLC 0.08% No change 4,264 $668K
RNC Capital Management LLC 0.03% Reduce -5.3% 4,261 $668K
Mill Capital Management, LLC 0.04% Reduce -4.2% 4,205 $659K
Altfest L J & Co. Inc. 0.06% Add +11.0% 4,193 $657K
Wesbanco Bank Inc. 0.02% Reduce -1.7% 4,191 $657K
Greenspring Advisors, LLC 0.04% Reduce -11.8% 4,173 $654K
PFG Investments, LLC 0.03% Add +1.8% 4,173 $654K
Mutual Advisors, LLC 0.01% Add +10.4% 4,166 $653K
Convergence Financial, LLC 0.05% Reduce -11.1% 4,154 $651K
Pinnacle West Asset Management, Inc. 0.45% No change 4,155 $651K
CreativeOne Wealth, LLC 0.01% Add +19.3% 4,131 $647K
Cromwell Holdings LLC 0.29% No change 4,117 $645K
Thornburg Investment Management Inc. 0.01% No change 4,114 $645K
First Command Advisory Services, Inc. 0.00% Add +285.0% 4,108 $644K
Advisor OS, LLC 0.04% Reduce -4.8% 4,102 $643K
Optas, LLC 0.09% Add +6.5% 4,098 $642K
Baker Tilly Wealth Management, LLC 0.14% Reduce -3.1% 4,097 $642K
Argyle Capital Partners, LLC 0.40% No change 4,094 $642K
Capital Analysts, LLC 0.01% No change 4,070 $638K
IFP Advisors, Inc 0.01% Add +10.6% 4,068 $638K
EverSource Wealth Advisors, LLC 0.02% Reduce -37.5% 4,064 $637K
Cannell & Spears LLC 0.01% No change 4,047 $634K
S.A. Mason LLC 0.19% No change 4,040 $633K
Oarsman Capital, Inc. 0.07% Reduce -7.3% 4,006 $628K
Verdence Capital Advisors LLC 0.03% Add +119.0% 4,005 $628K
Seven Mile Advisory 0.42% Reduce -0.7% 3,996 $626K
Hexagon Capital Partners LLC 0.09% Add +5.5% 3,990 $625K
SYM FINANCIAL Corp 0.05% Add +12.7% 3,984 $624K
Kingswood Wealth Advisors, LLC 0.03% Add +48.0% 3,959 $620K
Keebeck Wealth Management 0.06% Add +45.3% 3,950 $619K
Violich Capital Management, Inc. 0.07% Reduce -2.5% 3,947 $619K
Fiduciary Financial Group, LLC 0.07% Add +0.9% 3,929 $616K
Private Wealth Asset Management, LLC 0.06% Reduce -4.8% 3,927 $615K
Qtron Investments LLC 0.08% Reduce -59.6% 3,917 $614K
GTS Securities LLC 0.01% New 3,897 $611K
Smith Salley Wealth Management 0.03% No change 3,892 $610K
Riversedge Advisors, LLC 0.08% Add +12.3% 3,883 $609K
Dakota Wealth Management 0.01% Reduce -1.0% 3,867 $606K
Three Seasons Wealth, LLC 0.06% Add +13.4% 3,857 $604K
Expressive Wealth LLC 0.57% Add +10.8% 3,853 $604K
Burke & Herbert Bank & Trust Co. 0.15% Reduce -2.5% 3,847 $603K
MW Advisory, LLC 0.24% — 3,834 $601K
Foster Group, Inc. 0.02% Add +9.9% 3,834 $601K
Interchange Capital Partners, LLC 0.11% Add +92.1% 3,832 $601K
Twin Lakes Capital Management, LLC 0.23% No change 3,830 $600K
Verity Asset Management, Inc. 0.23% Add +92.3% 3,823 $599K
Mosaic Family Wealth Partners, LLC 0.04% Add +7.2% 3,812 $597K
Southland Equity Partners LLC 0.10% Add +3.3% 3,807 $597K
CV Advisors LLC 0.11% New 3,800 $596K
Strategic Investment Advisors / MI 0.04% Reduce -2.2% 3,798 $595K
Hollow Brook Wealth Management LLC 0.12% No change 3,788 $594K
Roxbury Financial LLC 0.47% Add +1.5% 3,782 $593K
Aull & Monroe Investment Management Corp 0.25% No change 3,771 $591K
ClearAlpha Technologies LP 1.01% Add +0.6% 3,757 $589K
Intergy Private Wealth, LLC 0.14% Add +10.1% 3,740 $586K
Aspen Investment Management Inc 0.16% No change 3,736 $586K
New Republic Capital, LLC 0.13% Add +6.7% 3,729 $584K
Acorn Creek Capital LLC 0.20% Reduce -2.4% 3,727 $584K
Grove Bank & Trust 0.06% Reduce -4.2% 3,722 $583K
Hemenway Trust Co LLC 0.04% No change 3,700 $580K
Patton Albertson Miller Group, LLC 0.06% Reduce -2.3% 3,695 $579K
Davidson Trust Co. 0.23% No change 3,685 $578K
Prosperity Consulting Group, LLC 0.02% Add +30.0% 3,684 $577K
Jackson Square Capital, LLC 0.08% Add +1.2% 3,643 $571K
Perennial Investment Advisors, LLC 0.04% Add +0.6% 3,638 $570K
Institute for Wealth Management, LLC. 0.05% Reduce -0.6% 3,614 $566K
Avail Investment Partners, LLC 0.44% Add +52.2% 3,614 $566K
Tred Avon Family Wealth, LLC 0.17% Reduce -10.8% 3,612 $566K
Kanawha Capital Management LLC 0.04% Add +10.0% 3,608 $566K
Independent Financial Group, LLC 0.01% Reduce -29.1% 3,562 $558K
Cohen Investment Advisors LLC 0.25% Reduce -2.2% 3,555 $557K
Pinnacle Bancorp, Inc. 0.14% Add +9.3% 3,551 $557K
Harbour Capital Advisors, LLC 0.10% Reduce -1.5% 3,599 $554K
CoreFirst Bank & Trust 0.27% Add +1.0% 3,525 $552K
Journey Retirement Planning & Investment Management LLC 0.43% Reduce -1.4% 3,517 $551K
Gallacher Capital Management LLC 0.31% Reduce -44.0% 3,514 $551K
OneAscent Family Office, LLC 0.28% Add +13.3% 3,508 $550K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -2.1% 3,504 $549K
YHB Investment Advisors, Inc. 0.04% Reduce -1.4% 3,503 $549K
Cherokee Insurance Co 0.21% No change 3,500 $549K
Crew Capital Management, Ltd 0.30% No change 3,499 $548K
Newman Dignan & Sheerar, Inc. 0.10% No change 3,499 $548K
55 North Private Wealth, LLC 0.11% Add +37.7% 3,497 $548K
Burns Matteson Capital Management, LLC 0.17% Add +0.9% 3,477 $545K
Nwam LLC 0.03% Reduce -1.3% 3,473 $544K
Canopy Partners, LLC 0.16% Reduce -0.6% 3,458 $542K
Invested Advisors 0.48% Reduce -10.3% 3,455 $541K
Verity & Verity, LLC 0.04% Reduce -0.7% 3,453 $541K
Heck Capital Advisors, LLC 0.03% Add +0.1% 3,415 $535K
Inscription Capital, LLC 0.05% Add +20.4% 3,412 $535K
Viewpoint Investment Partners Corp. 0.18% No change 3,400 $533K
Chicago Partners Investment Group LLC 0.01% Add +5.9% 3,408 $532K
Round Hill Asset Management 0.33% No change 3,392 $532K
Revisor Wealth Management LLC 0.13% Reduce -1.8% 3,364 $527K
Michels Family Financial, LLC 0.34% No change 3,342 $524K
LCM Capital Management Inc 0.23% Add +2.1% 3,341 $524K
Cpwa, LLC 0.61% No change 3,337 $523K
Range Financial Group LLC 0.14% Add +0.9% 3,335 $523K
Severin Investments, LLC 0.39% Add +7.6% 3,333 $522K
Hendershot Investments Inc. 0.07% No change 3,331 $522K
Axiom Investment Management LLC 0.35% No change 3,326 $521K
McDaniel Terry & Co. 0.04% No change 3,325 $521K
Latitude Advisors, LLC 0.21% Reduce -1.6% 3,315 $520K
MQS Management LLC 0.63% New 3,314 $519K
Arvest Investments, Inc. 0.06% Reduce -2.1% 3,314 $519K
Family Capital Management, Inc. 0.20% Add +12.4% 3,309 $519K
Haven Private, LLC 0.20% Reduce -9.8% 3,296 $517K
AlTi Global, Inc. 0.01% Reduce -11.7% 3,280 $514K
Elmwood Wealth Management, Inc. 0.13% Add +1.2% 3,278 $514K
Mondrian Investment Partners LTD 0.01% Add +39.1% 3,273 $513K
Regatta Capital Group, LLC 0.07% Reduce -4.3% 3,273 $513K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -1.5% 3,260 $511K
Cetera Trust Company, N.A 0.26% Reduce -3.0% 3,252 $510K
King Wealth Management Group 0.06% Add +1.6% 3,251 $509K
Two Sigma Securities, LLC 0.04% New 3,246 $509K
J. M. Brown & Associates Inc. 0.29% — 3,213 $504K
Quantum Portfolio Management LLC 0.18% Add +11.4% 3,206 $502K
Mitchell Sinkler & Starr 0.21% Reduce -4.5% 3,193 $500K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Reduce -8.6% 3,192 $500K
Stokes Family Office, LLC 0.06% Reduce -0.3% 3,189 $500K
Wealth Alliance, LLC 0.04% Reduce -2.1% 3,181 $499K
Summit Financial Wealth Advisors, LLC 0.06% Add +0.2% 3,173 $497K
Allen Wealth Management, LLC 0.24% Reduce -27.5% 3,170 $497K
Traveka Wealth, LLC 0.16% Reduce -0.6% 3,165 $496K
44 Wealth Management LLC 0.16% Reduce -7.2% 3,161 $495K
SVB Wealth LLC 0.03% Reduce -1.4% 3,152 $494K
Tranquilli Financial Advisor LLC 0.27% Add +1.8% 3,151 $494K
Capital Investment Advisors, LLC 0.01% Add +0.9% 3,148 $493K
Thoroughbred Financial Services, LLC 0.02% Add +1.3% 3,134 $491K
Advyzon Investment Management, LLC 0.04% Add +15.6% 3,105 $487K
Millstone Evans Group, LLC 0.26% No change 3,102 $486K
Lantern Wealth Advisors, LLC 0.22% No change 3,100 $486K
Transamerica Financial Advisors, LLC 0.04% Reduce -13.9% 3,092 $485K
Beacon Bank & Trust 0.09% Add +0.6% 3,076 $482K
Western Wealth Management, LLC 0.02% Add +2.8% 3,074 $482K
FLC Capital Advisors 0.08% No change 3,066 $481K
Bridgefront Capital, LLC 0.13% Reduce -58.6% 3,062 $480K
Meridian Wealth Management, LLC 0.01% Reduce -65.7% 3,060 $480K
LaFleur & Godfrey LLC 0.06% Reduce -8.4% 3,058 $479K
Klingenstein Fields & Co. LP 0.02% No change 3,047 $478K
Bar Harbor Wealth Management 0.03% Add +1.7% 3,042 $477K
TigerOak Management, L.L.C. 0.13% Reduce -0.1% 3,041 $477K
Capital Investment Advisory Services, LLC 0.03% Reduce -0.3% 3,041 $477K
Flagship Harbor Advisors, LLC 0.02% Add +1.8% 3,040 $476K
Sound Income Strategies, LLC 0.02% Add +428.6% 3,034 $475K
Heritage Family Offices, LLP 0.18% Reduce -25.0% 3,012 $472K
Pacific Excel Wealth Advisors, Inc. 0.18% New 3,012 $472K
Blake Schutter Theil Wealth Advisors, LLC 0.32% No change 3,011 $472K
J Hagan Capital, Inc. 0.22% No change 3,010 $472K
Sentry LLC 0.13% No change 3,010 $472K
Beacon Investment Advisors LLC 0.15% No change 3,000 $470K
Brucke Financial, Inc. 0.21% Reduce -34.0% 2,999 $470K
Abner Herrman & Brock LLC 0.04% No change 3,000 $470K
Sanchez Gaunt Capital Management, LLC 0.26% Add +0.6% 2,997 $470K
Xxi Wealth, LLC 0.21% Add +20.8% 2,982 $467K
Pointe Capital Management LLC 0.21% No change 2,977 $467K
Apella Capital, LLC 0.01% Add +1.8% 2,960 $465K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.9% 2,962 $464K
Platform Technology Partners 0.08% Reduce -0.8% 2,960 $464K
Broderick Brian C 0.07% Reduce -5.6% 2,946 $462K
LRI Investments, LLC 0.04% No change 2,933 $460K
Ethos Financial Group, LLC 0.03% Reduce -3.1% 2,892 $459K
BIP Wealth, LLC 0.01% Add +45.4% 2,929 $459K
Range Advisory, LLC 0.05% New 2,911 $456K
Canal Capital Management, LLC 0.06% No change 2,906 $455K
SIH Partners, LLLP 0.02% No change 2,903 $455K
Harvest Fund Management Co., Ltd 0.01% No change 2,900 $454K
National Philanthropic Trust 0.01% No change 2,896 $454K
SPWM Advisors LLC 0.42% Reduce -23.8% 2,948 $453K
Paces Ferry Wealth Advisors, LLC 0.17% Reduce -4.8% 2,881 $452K
South Shore Capital Advisors 0.30% Reduce -90.4% 2,870 $450K
Cove Private Wealth, LLC 0.09% Add +76.3% 2,867 $449K
Lanark Financial, Inc. 0.03% Reduce -1.5% 2,866 $449K
Community Bank & Trust, Waco, Texas 0.08% No change 2,851 $447K
one8zero8, LLC 0.09% No change 2,852 $447K
Wulff, Hansen & Co. 0.34% Reduce -0.5% 2,850 $447K
Symmetry Partners, LLC 0.02% New 2,848 $446K
Hazlett, Burt & Watson, Inc. 0.12% Add +28.9% 2,835 $445K
Legacy Advisors, LLC 0.04% Add +13.2% 2,837 $445K
Sound View Wealth Advisors Group, LLC 0.03% No change 2,828 $443K
Ritter Daniher Financial Advisory LLC / DE 0.07% Reduce -9.2% 2,821 $442K
Rossby Financial, LCC 0.08% Reduce -2.9% 2,816 $441K
Summit Global Investments 0.02% Add +3.6% 2,815 $441K
Integrated Advisors Network LLC 0.02% Reduce -0.4% 2,809 $440K
Woodstock Corp. 0.04% Reduce -7.3% 2,807 $440K
Flywheel Private Wealth LLC 0.22% No change 2,796 $438K
Ewa, LLC 0.08% Add +0.1% 2,790 $437K
Shelton Capital Management 0.01% Reduce -68.6% 2,788 $437K
Magnus Financial Group LLC 0.03% No change 2,782 $436K
High Net Worth Advisory Group LLC 0.09% No change 2,779 $436K
OneAscent Financial Services LLC 0.02% Add +7.8% 2,770 $434K
Gsa Capital Partners LLP 0.03% New 2,762 $433K
Mission Financial Group, LLC 0.36% — 2,762 $433K
StoneX Group Inc. 0.02% New 2,818 $430K
Guardian Wealth Advisors, LLC / NC 0.02% No change 2,733 $428K
Northstar Group, Inc. 0.06% No change 2,729 $428K
Beese Fulmer Investment Management, Inc. 0.02% Add +9.1% 2,716 $426K
Roundview Capital LLC 0.02% No change 2,707 $424K
Walkner Condon Financial Advisors LLC 0.05% Add +6.8% 2,701 $423K
Philadelphia Trust Co. 0.03% No change 2,700 $423K
Kapstone Financial Advisors LLC 0.18% No change 2,695 $422K
NorthRock Partners, LLC 0.01% Add +19.6% 2,692 $422K
Gotham Asset Management 0.00% No change 2,683 $420K
Independence Wealth Advisors, LLC 0.21% Add +10.6% 2,679 $420K
Squarepoint Ops LLC 0.00% Reduce -80.8% 2,676 $419K
CoreCap Advisors, LLC 0.01% Add +67.3% 2,671 $419K
Walter & Keenan Wealth Management LLC /in/ 0.10% Reduce -0.3% 2,670 $418K
Hilton Head Capital Partners, LLC 0.21% Add +0.2% 2,656 $416K
Quad-Cities Investment Group, LLC 0.15% Reduce -1.2% 2,643 $414K
Icon Wealth Advisors, LLC 0.02% Reduce -41.0% 2,643 $414K
Peddock Capital Advisors, LLC 0.08% No change 2,632 $412K
Founders Financial Securities LLC 0.02% No change 2,628 $412K
Old Mission Capital LLC 0.01% New 2,626 $412K
Weatherly Asset Management L. P. 0.03% No change 2,621 $411K
Eagle Strategies LLC 0.04% Reduce -0.5% 2,616 $410K
Moneco Advisors, LLC 0.03% Add +1.7% 2,613 $409K
Intrua Financial, LLC 0.04% Reduce -0.2% 2,609 $409K
Meridian Wealth Advisors, LLC 0.05% No change 2,601 $408K
Stegent Equity Advisors, Inc. 0.29% Reduce -40.2% 2,599 $407K
Beverly Hills Private Wealth, LLC 0.08% Reduce -67.0% 2,596 $407K
BSW Wealth Partners 0.05% Reduce -6.4% 2,595 $407K
Wimmer Associates 1, LLC 0.18% No change 2,594 $407K
Key Financial Inc 0.07% Reduce -2.5% 2,592 $406K
Grey Ledge Advisors, LLC 0.08% No change 2,576 $404K
Delaney Dennis R 0.13% No change 2,575 $404K
Quantum Financial Advisors, LLC 0.04% Add +0.4% 2,574 $403K
Rydar Equities, Inc. 0.23% New 2,630 $403K
Compass Ion Advisors, LLC 0.03% Reduce -1.2% 2,560 $401K
GF Fund Management Co. LTD. 0.00% No change 2,542 $398K
CFS Investment Advisory Services, LLC 0.03% Add +0.5% 2,476 $396K
Norris Perne & French LLP 0.02% Add +0.6% 2,516 $394K
Jacobs & Co. 0.03% No change 2,520 $394K
JGP Wealth Management, LLC 0.04% Reduce -1.0% 2,511 $394K
Watershed Private Wealth LLC 0.11% No change 2,509 $393K
Flatrock Wealth Partners LLC 0.15% Reduce -0.9% 2,503 $392K
Great Diamond Partners, LLC 0.07% Reduce -2.1% 2,473 $388K
Laraway Financial Advisors Inc 0.23% No change 2,467 $387K
Summitry LLC 0.01% Add +16.3% 2,464 $386K
Drive Wealth Management, LLC 0.07% Reduce -1.7% 2,459 $385K
Busey Bank 0.01% No change 2,452 $384K
Sheets Smith Wealth Management 0.04% No change 2,450 $384K
Van Strum & Towne Inc. 0.10% Add +3.2% 2,447 $383K
M. Kulyk & Associates, LLC 0.06% Reduce -2.0% 2,439 $382K
Stonebrook Private Inc. 0.07% Add +20.7% 2,438 $382K
Horizon Wealth Management, LLC 0.05% Add +1.2% 2,428 $381K
Norden Group LLC 0.03% Reduce -7.4% 2,427 $380K
Cary Street Partners Investment Advisory LLC 0.08% Add +4.3% 2,406 $377K
Aspen Grove Capital, LLC 0.05% Add +10.6% 2,397 $376K
Hopwood Financial Services, Inc. 0.22% Reduce -0.4% 2,395 $375K
Kornitzer Capital Management Inc. 0.01% Reduce -0.6% 2,390 $375K
Diversified Enterprises, LLC 0.02% Add +0.2% 2,381 $373K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.4% 2,380 $373K
Argyle Capital Management, LLC 0.11% No change 2,375 $372K
JM2 Capital Inc. 0.26% Reduce -8.0% 2,374 $372K
Formidable Asset Management, LLC 0.06% Reduce -1.2% 2,430 $371K
Wealthcare Advisory Partners LLC 0.01% Reduce -25.3% 2,368 $371K
Claro Advisors Inc. 0.04% Add +3.3% 2,366 $371K
Bayesian Capital Management, LP 0.24% New 2,365 $371K
Sapient Capital LLC 0.00% No change 2,363 $370K
Soltis Investment Advisors LLC 0.02% Add +32.0% 2,361 $370K
Cornerstone Wealth Management, LLC 0.02% Reduce -29.8% 2,360 $370K
Chapman Financial Group, LLC 0.25% Reduce -10.7% 2,355 $369K
Shoker Investment Counsel, Inc. 0.09% No change 2,335 $366K
IFG Advisory, LLC 0.01% New 2,334 $366K
Oakworth Capital, Inc. 0.02% No change 2,335 $366K
Koshinski Asset Management, Inc. 0.02% Add +0.7% 2,330 $365K
Key Client Fiduciary Advisors, LLC 0.11% No change 2,326 $365K
Everpar Advisors LLC 0.10% Add +9.6% 2,326 $365K
Value Investment Professionals, LLC 0.31% No change 2,319 $363K
RiverGlades Family Offices LLC 0.17% No change 2,300 $360K
Schmidt P J Investment Management Inc. 0.06% No change 2,300 $360K
Kendall Capital Management 0.06% No change 2,295 $360K
Summit Wealth Group LLC / Co. 0.03% Add +37.0% 2,287 $358K
Viawealth, LLC 0.18% Reduce -1.1% 2,276 $357K
Outlook Wealth Advisors, LLC 0.08% Reduce -0.0% 2,271 $356K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +3.0% 2,271 $356K
Atlantic Edge Private Wealth Management, LLC 0.07% Add +1.8% 2,270 $356K
Financial Security Advisor, Inc. 0.06% No change 2,264 $355K
VestGen Advisors, LLC 0.01% Add +20.6% 2,257 $354K
Tyche Wealth Partners LLC 0.05% No change 2,255 $353K
Cooper Financial Group 0.03% Add +63.9% 2,253 $353K
Vicus Capital 0.02% Add +0.0% 2,251 $353K
Chilton Investment Co. Inc. 0.01% No change 2,250 $353K
Aigen Investment Management, LP 0.10% New 2,243 $352K
Keystone Financial Group 0.02% Reduce -1.8% 2,238 $351K
Vann Equity Management LLC 0.21% Add +0.3% 2,238 $351K
CNB Bank 0.14% Reduce -13.8% 2,220 $348K
Mattern Capital Management, LLC 0.04% No change 2,211 $347K
Trek Financial, LLC 0.02% Reduce -11.5% 2,210 $346K
Bruce G. Allen Investments, LLC 0.22% Add +12.1% 2,208 $346K
Jackson Thornton Wealth Management, LLC 0.03% Add +2.6% 2,206 $346K
Wealth Dimensions Group, Ltd. 0.06% No change 2,204 $345K
Gerald Baker Financial Group LLC 0.10% No change 2,194 $344K
Tower Wealth Partners, Inc. 0.17% Add +0.1% 2,192 $344K
Crestmont Private Wealth LLC 0.10% Add +11.8% 2,188 $343K
Granite Group Advisors, LLC 0.20% Add +38.4% 2,187 $343K
Prospect Financial Group LLC 0.27% Add +1.9% 2,175 $341K
Caldwell Trust Co 0.03% Reduce -6.2% 2,167 $340K
Advisors Management Group Inc. 0.06% Reduce -82.8% 2,167 $339K
Wayfinding Financial, LLC 0.13% Add +6.3% 2,153 $337K
Hudock, Inc. 0.04% New 2,149 $337K
Liberty Wealth Management LLC 0.04% No change 2,205 $337K
Farmers National Bank 0.07% No change 2,145 $336K
Nixon Peabody Trust Co. 0.02% Add +34.6% 2,136 $335K
Kovack Advisors, Inc. 0.02% Reduce -1.1% 2,160 $334K
Braun-Bostich & Associates Inc. 0.19% Reduce -3.0% 2,130 $334K
Permanens Capital L.P. 0.03% New 2,125 $333K
Schnieders Capital Management, Llc. 0.04% Add +20.3% 2,116 $332K
Howe & Rusling Inc. 0.02% Add +23.9% 2,112 $331K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,100 $329K
Maia Wealth LLC 0.05% Reduce -11.3% 2,096 $328K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,091 $328K
Mirador Capital Partners LP 0.04% Add +11.5% 2,090 $328K
Ancora Advisors LLC 0.01% Reduce -9.7% 2,086 $327K
Cauble & Harre Wealth Management, Inc. 0.26% No change 2,085 $327K
Dakota Community Bank & Trust NA 1.01% Reduce -0.4% 2,081 $326K
Enterprise Financial Services Corp 0.13% Reduce -1.3% 2,081 $326K
Merrion Investment Management Co, LLC 0.15% No change 2,080 $326K
Paradigm Capital Management, LLC 0.28% Reduce -4.8% 2,072 $325K
Dorato Capital Management 0.22% No change 2,104 $324K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +7.3% 2,065 $324K
180 Wealth Advisors, LLC 0.03% Add +1.6% 2,061 $323K
Alliance Wealth Advisors, LLC 0.06% Reduce -28.8% 2,061 $323K
Elk River Wealth Management LLC 0.05% No change 2,060 $323K
Keudell/Morrison Wealth Management 0.06% No change 2,058 $323K
Proficio Capital Partners LLC 0.01% Add +38.7% 2,058 $323K
Vanguard Capital Wealth Advisors 0.22% No change 2,050 $321K
Whalerock Point Partners, LLC 0.06% No change 2,050 $321K
F/m Investments LLC 0.02% No change 2,050 $321K
KG Capital Management 0.19% New 2,046 $321K
Legacy Wealth Advisors, LLC 0.14% Add +15.5% 2,043 $320K
Hudson Capital Management LLC 0.08% No change 2,040 $320K
Kestra Investment Management, LLC 0.01% Add +20.5% 2,037 $319K
Dillon & Associates Inc. 0.04% No change 2,031 $319K
Focus Financial Network, Inc. 0.01% Reduce -22.7% 2,032 $318K
Pacifica Partners Inc. 0.10% No change 1,984 $317K
Clear Wave Wealth Management LLC 0.07% Reduce -35.0% 2,023 $317K
First County Bank 0.15% Add +0.4% 2,022 $317K
Parnassus Investments, LLC 0.00% Add +0.8% 2,016 $316K
Greykasell Wealth Strategies, Inc. 0.11% No change 2,013 $315K
Cozad Asset Management Inc. 0.02% Add +2.0% 2,007 $315K
Gimbal Financial 0.20% — 2,002 $314K
Peak Asset Management, LLC 0.05% No change 2,000 $313K
Stanley-Laman Group, Ltd. 0.03% No change 2,000 $313K
Juncture Wealth Strategies, LLC 0.08% Reduce -12.5% 1,998 $313K
Palladiem, LLC 0.30% Reduce -8.5% 1,996 $313K
Greenup Street Wealth Management LLC 0.04% Reduce -16.1% 1,993 $312K
Hall Capital Management Co. Inc. 0.10% No change 1,985 $311K
Stirlingshire Investments, Inc. 0.23% Add +19.7% 1,979 $310K
Cornerstone Advisory, LLC 0.03% Reduce -2.8% 1,974 $309K
Spinnaker Trust 0.01% Add +0.8% 1,974 $309K
Syverson Strege & Co 0.07% Reduce -0.5% 1,964 $308K
Intellectus Partners, LLC 0.05% Reduce -32.3% 1,962 $307K
Barry Investment Advisors, LLC 0.06% No change 1,962 $307K
Hilltop National Bank 0.07% No change 1,960 $307K
Capital Advisors Inc. 0.00% Add +19.3% 1,953 $306K
EJMK Ventures LLC 0.14% New 1,948 $305K
Cypress Wealth Services, LLC 0.04% Reduce -7.2% 1,948 $305K
Meyer Handelman Co. 0.01% Reduce -16.0% 1,948 $305K
Livet Wealth, LLC 0.18% Reduce -5.2% 1,946 $305K
EntryPoint Capital, LLC 0.07% New 1,936 $303K
South Street Advisors LLC 0.04% No change 1,934 $303K
Commonwealth Retirement Investments LLC 0.08% No change 1,931 $303K
Avestar Capital, LLC 0.02% New 1,929 $302K
August Group Capital Ltd 0.33% Reduce -2.1% 1,929 $302K
Hummer Financial Advisory Services Inc 0.20% No change 1,926 $302K
Confluence Wealth Services, Inc. 0.01% New 1,925 $302K
Clearbridge Investments, LLC 0.00% Add +19.2% 1,917 $300K
Triad Wealth Partners, LLC 0.02% Add +8.9% 1,949 $300K
Manchester Capital Management LLC 0.04% No change 1,910 $299K
Community Bank, N.A. 0.03% No change 1,906 $299K
Eagle Harbor Asset Management Inc. 0.23% Reduce -4.8% 1,905 $299K
Quotient Wealth Partners, LLC 0.01% Add +20.1% 1,901 $298K
SteelPeak Wealth, LLC 0.01% Add +5.3% 1,901 $298K
Avalon Trust Co 0.02% Add +26.7% 1,900 $298K
SageView Advisory Group, LLC 0.01% Reduce -5.5% 1,894 $297K
Mattson Financial Services, LLC 0.06% Add +2.4% 1,941 $296K
Narus Financial Partners, LLC 0.08% Add +2.7% 1,889 $296K
Nolet Wealth Management, LLC 0.16% Add +12.8% 1,880 $295K
Essex Investment Management Co. LLC 0.04% No change 1,875 $294K
Smith, Moore & Co. 0.02% No change 1,870 $293K
Badgley Phelps Wealth Managers, LLC 0.01% Add +8.9% 1,866 $292K
Cura Wealth Advisors, LLC 0.12% No change 1,863 $292K
Ponta Wealth Partners, LLC 0.16% No change 1,861 $292K
Ascentis Wealth Management, LLC 0.05% Add +0.2% 1,853 $290K
Empower Advisory Group, LLC 0.00% Reduce -3.0% 1,842 $289K
SJS Investment Consulting Inc. 0.03% Add +8.7% 1,839 $288K
Van Diest Capital, LLC 0.26% Reduce -16.0% 1,832 $287K
Astoria Portfolio Advisors LLC. 0.05% New 1,831 $287K
Endowment Wealth Management, Inc. 0.11% Add +14.8% 1,830 $287K
Excalibur Management Corp. 0.09% No change 1,828 $286K
Global Trust Asset Management, LLC 0.09% Reduce -6.9% 1,827 $286K
Trace Wealth Advisors, LLC 0.19% No change 1,825 $286K
Welch Financial Planning, LLC 0.17% No change 1,825 $286K
FSM Wealth Advisors, LLC 0.03% Add +8.0% 1,824 $286K
Brown Financial Advisors 0.10% Reduce -0.4% 1,821 $285K
Fire Capital Management LLC 0.12% New 1,819 $285K
Cape Cod Five Cents Savings Bank 0.02% — 1,819 $285K
First Nebraska Trust Co 0.02% No change 1,812 $284K
Pallas Capital Advisors LLC 0.01% Add +22.0% 1,811 $284K
Entelevest, LLC 0.25% New 1,810 $284K
Red Door Wealth Management, LLC 0.03% Add +22.3% 1,807 $283K
Fulcrum Equity Management 0.23% No change 1,805 $283K
Rosenberg Matthew Hamilton 0.05% Add +34.4% 1,803 $283K
Moody National Bank Trust Division 0.02% Add +4.2% 1,802 $282K
Paradigm Asset Management Co. LLC 0.06% Add +10.6% 1,800 $282K
Caitong International Asset Management Co., Ltd 0.04% New 1,799 $282K
American National Bank & Trust 0.02% No change 1,786 $280K
Financial Perspectives, Inc 0.07% No change 1,774 $278K
Atlas Legacy Advisors, LLC 0.04% New 1,788 $276K
Plimoth Trust Co. LLC 0.06% Reduce -2.2% 1,762 $276K
Marietta Wealth Management, LLC 0.03% Reduce -1.9% 1,753 $275K
Leith Wheeler Investment Counsel Ltd. 0.02% Add +20.8% 1,745 $273K
American Trust 0.02% Add +32.0% 1,745 $273K
Journey Advisory Group, LLC 0.02% No change 1,737 $272K
Hurlow Wealth Management Group, Inc. 0.06% No change 1,735 $272K
North Star Investment Management Corp. 0.01% Add +19.4% 1,730 $271K
Stiles Financial Services Inc 0.07% No change 1,729 $271K
Montecito Bank & Trust 0.04% New 1,728 $271K
Founders Financial Alliance, LLC 0.04% Reduce -31.7% 1,726 $270K
Retirement Planning Group, LLC 0.01% Add +0.8% 1,723 $270K
Bank of Hawaii 0.01% New 1,720 $270K
Anchor Capital Advisors LLC 0.01% No change 1,718 $269K
Larson Financial Group LLC 0.01% Add +6.3% 1,715 $269K
Bravera Wealth 0.10% No change 1,710 $268K
Lynx Investment Advisory 0.09% New 1,709 $268K
Argent Advisors, Inc. 0.07% No change 1,705 $267K
Peoples Financial Services Corp. 0.12% Reduce -1.9% 1,703 $267K
Houlihan Financial Resource Group, Ltd. 0.10% No change 1,700 $266K
Walter Public Investments Inc. 0.06% New 1,700 $266K
Glenview Trust Co 0.00% Add +3.8% 1,691 $265K
Union Savings Bank 0.11% No change 1,691 $265K
Capital Asset Advisory Services LLC 0.01% Reduce -0.5% 1,689 $265K
Post Resch Tallon Group Inc. 0.18% No change 1,681 $263K
Fairscale Capital, LLC 0.16% No change 1,681 $263K
Rockland Trust Co. 0.01% Reduce -8.3% 1,677 $263K
Brown, Lisle/Cummings, Inc. 0.06% Reduce -0.8% 1,674 $262K
Lexington Hill Partners, LLC 0.13% Reduce -8.0% 1,670 $262K
Benchmark Financial Wealth Advisors, LLC 0.06% Reduce -0.1% 1,667 $261K
Fortis Capital Management LLC 0.03% New 1,665 $261K
Courier Capital LLC 0.01% No change 1,648 $258K
Harbor Investment Advisory, LLC 0.02% No change 1,646 $258K
S Harris Financial Group, LLC 0.20% Reduce -3.9% 1,640 $257K
Townsquare Capital LLC 0.05% Add +5.2% 1,638 $257K
Adelphi Trust Co 0.17% Add +16.6% 1,633 $256K
Mattern Wealth Management LLC 0.04% Add +2.1% 1,633 $256K
Ellsworth Advisors, LLC 0.04% No change 1,695 $256K
Old Mission Investment Co LLC 0.05% Reduce -0.1% 1,620 $254K
Tritonpoint Wealth, LLC 0.02% New 1,618 $254K
LVW Advisors, LLC 0.02% Add +18.9% 1,618 $254K
Arq Wealth Advisors, LLC 0.03% Add +10.4% 1,656 $254K
Fairfield Financial Advisors, LTD 0.10% New 1,611 $252K
Gateway Wealth Partners, LLC 0.02% Reduce -65.2% 1,608 $252K
Physician Wealth Advisors, Inc. 0.03% Add +0.8% 1,603 $251K
Parallax Volatility Advisers, L.P. 0.01% New 1,602 $251K
Azimuth Capital Investment Management LLC 0.01% No change 1,598 $250K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -34.9% 1,585 $248K
Arlington Partners LLC 0.45% No change 1,579 $247K
Jefferies Financial Group Inc. 0.00% New 1,578 $247K
V-Square Quantitative Management LLC 0.02% Reduce -88.4% 1,573 $247K
Palumbo Wealth Management LLC 0.05% Add +1.9% 1,567 $246K
Fragasso Financial Advisors Inc 0.01% Add +1.0% 1,556 $244K
JBGlobal.com LLC 0.21% No change 1,550 $243K
Leisure Capital Management 0.08% Add +11.1% 1,549 $243K
Hennion & Walsh Asset Management, Inc. 0.01% Add +1.7% 1,549 $243K
AssuredPartners Investment Advisors, LLC 0.02% Reduce -7.5% 1,548 $243K
Meramec Financial Planners, LLC 0.09% Reduce -3.2% 1,554 $243K
Westmount Partners, LLC 0.05% Add +3.3% 1,548 $243K
Childress Capital Advisors, LLC 0.04% Add +0.7% 1,547 $242K
Tevis Investment Management 0.13% No change 1,546 $242K
RVW Wealth, LLC 0.02% No change 1,542 $242K
Murphy, Middleton, Hinkle & Parker, Inc. 0.10% No change 1,540 $241K
Earned Wealth Advisors, LLC 0.02% Reduce -32.8% 1,536 $241K
BCS Wealth Management 0.04% No change 1,533 $240K
Portfolio Design Labs, LLC 0.04% No change 1,531 $240K
Armor Investment Advisors, LLC 0.08% Reduce -27.8% 1,531 $240K
Kelly Financial Services LLC 0.05% No change 1,529 $240K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.13% No change 1,549 $240K
CPC Advisors, LLC 0.03% Add +4.5% 1,516 $238K
Balefire, LLC 0.04% Add +8.9% 1,509 $236K
WealthSpring Partners, LLC 0.20% No change 1,505 $236K
Bristlecone Value Partners, LLC 0.19% Reduce -16.1% 1,505 $236K
Causeway Capital Management LLC 0.00% Add +0.9% 1,501 $235K
Essex LLC 0.04% Reduce -38.8% 1,500 $235K
Rebalance, LLC 0.01% No change 1,500 $235K
Nicolet Bankshares Inc. 0.01% No change 1,500 $235K
Quadrant Private Wealth Management, LLC 0.05% New 1,495 $234K
International Assets Investment Management, LLC 0.01% Add +0.9% 1,518 $234K
Saratoga Research & Investment Management 0.01% No change 1,490 $234K
MFA Wealth Services 0.14% No change 1,484 $233K
Focused Alpha, LLC 0.06% New 1,484 $233K
Financial Planning Navigators CORP 0.09% Add +3.0% 1,482 $232K
Liberty Capital Management, Inc. 0.04% — 1,480 $232K
Sig Brokerage, LP 0.04% New 1,476 $231K
Advus Financial Partners, LLC 0.05% No change 1,468 $230K
PFW Advisors LLC 0.07% Add +0.6% 1,465 $230K
Legacy Capital Wealth Partners, LLC 0.04% Add +9.3% 1,465 $230K
Fiduciary Wealth Partners, LLC 0.13% No change 1,464 $229K
Clarus Group, Inc. 0.08% No change 1,461 $229K
71 West Capital Partners 0.01% New 1,454 $228K
Monarch Capital Management Inc. 0.05% Add +3.6% 1,450 $227K
Marks Group Wealth Management, Inc 0.02% Reduce -10.4% 1,450 $227K
BBR Partners, LLC 0.01% No change 1,450 $227K
HHM Wealth Advisors, LLC 0.02% No change 1,449 $227K
Professional Advisory Services Inc. 0.02% No change 1,450 $227K
Hardy Reed LLC 0.01% Reduce -2.4% 1,440 $226K
Meeder Advisory Services, Inc. 0.01% Add +1.6% 1,428 $224K
Twin Peaks Wealth Advisors, LLC 0.05% Add +14.8% 1,427 $224K
Bluebird Wealth Management LLC 0.19% Add +6.6% 1,423 $223K
Ledyard National Bank 0.02% Add +0.4% 1,423 $223K
Gryphon Financial Partners LLC 0.02% New 1,421 $223K
Continuum Advisory, LLC 0.02% New 1,421 $223K
Rothschild Wealth LLC 0.02% New 1,412 $221K
Carter Financial Group, INC. 0.11% Reduce -46.9% 1,406 $220K
Founders Grove Wealth Partners, LLC 0.04% Reduce -4.4% 1,406 $220K
Lyell Wealth Management, LP 0.01% No change 1,405 $220K
Goepper Burkhardt LLC 0.07% Reduce -20.0% 1,400 $219K
Eagle Global Advisors LLC 0.01% No change 1,395 $219K
Royal Capital Wealth Management, LLC 0.12% No change 1,394 $218K
Nisa Investment Advisors, LLC 0.00% Add +3.0% 1,394 $218K
First National Trust Co 0.01% New 1,393 $218K
Colonial Trust Advisors 0.02% Reduce -3.2% 1,390 $218K
Lodestar Private Asset Management LLC 0.02% No change 1,390 $218K
Facet Wealth, Inc. 0.00% New 1,384 $217K
Fidelis Capital Partners, LLC 0.01% Reduce -0.9% 1,383 $217K
O'ROURKE & COMPANY, Inc 0.08% No change 1,378 $216K
O'Keefe Stevens Advisory, Inc. 0.04% No change 1,373 $215K
Bowen Hanes & Co. Inc. 0.01% No change 1,400 $214K
Cascades Capital Asset Management, LLC 0.08% Reduce -4.4% 1,362 $213K
TrustBank 0.07% No change 1,362 $213K
Family Manage LLC 0.02% Reduce -9.0% 1,359 $213K
SeaCrest Wealth Management, LLC 0.02% New 1,357 $213K
Retirement Planning Co of New England, Inc. 0.08% No change 1,356 $213K
TIAA Wealth Investment Management LLC 0.00% Add +15.1% 1,354 $212K
Muirfield Wealth Advisors LLC 0.14% Reduce -1.3% 1,353 $212K
GHP Investment Advisors, Inc. 0.01% No change 1,343 $210K
Warren Street Wealth Advisors, LLC 0.05% Add +0.5% 1,340 $210K
Owl Creek Wealth Partners LLC 0.06% Reduce -11.9% 1,335 $209K
KPP Advisory Services LLC 0.03% No change 1,331 $209K
Symphony Financial, Ltd. Co. 0.02% New 1,325 $209K
Urban Wealth Management, LLC 0.18% No change 1,329 $208K
Fiduciary Financial Advisors 0.02% New 1,331 $208K
PlanVest Financial, Inc 0.14% No change 1,326 $208K
Octavia Wealth Advisors, LLC 0.02% New 1,326 $208K
Everhart Financial Group, Inc. 0.01% Add +0.4% 1,326 $208K
Scientech Research LLC 0.17% New 1,315 $206K
Sfmg, LLC 0.01% New 1,314 $206K
Private Wealth Partners, LLC 0.01% No change 1,312 $206K
Spectrum Planning & Advisory Services Inc. 0.09% New 1,311 $205K
Prestige Wealth Management Group LLC 0.04% No change 1,305 $205K
Inlet Private Wealth, LLC 0.05% New 1,304 $204K
Dunhill Financial, LLC 0.04% Add +31.9% 1,303 $204K
Headland Capital, LLC 0.05% New 1,302 $204K
Cambiar Investors LLC 0.01% Reduce -8.8% 1,301 $204K
Westover Capital Advisors, LLC 0.03% New 1,300 $204K
Aviance Capital Partners, LLC 0.02% New 1,297 $203K
American Trust Investment Advisors, LLC 0.10% Reduce -3.9% 1,292 $202K
Hoge Financial Services, LLC 0.10% New 1,291 $202K
CDKV Holdings LLC 0.16% No change 1,291 $202K
Madison Wealth Partners, Inc 0.03% New 1,281 $201K
Tanager Wealth Management LLP 0.02% New 1,281 $201K
Atwater Malick LLC 0.04% New 1,278 $200K
Southern Michigan Bank & Trust 0.07% No change 1,267 $199K
Concord Wealth Partners 0.02% New 1,264 $198K
Monetary Management Group Inc. 0.04% No change 1,259 $197K
Hills Bank & Trust Co 0.01% Reduce -11.3% 1,252 $196K
Pin Oak Investment Advisors Inc. 0.14% Add +171.2% 1,253 $196K
Atlas Capital Advisors Inc. 0.02% Reduce -72.1% 1,181 $185K
MCF Advisors LLC 0.01% No change 1,157 $181K
SHP Wealth Management 0.01% Reduce -4.7% 1,144 $179K
Strategic Wealth Partners, Ltd. 0.01% Reduce -9.9% 1,133 $178K
SBI Securities Co., Ltd. 0.00% Reduce -6.8% 1,101 $173K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,094 $171K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -18.4% 1,088 $171K
Piscataqua Savings Bank 0.11% Reduce -24.5% 1,079 $169K
McMillan Office, Inc. 0.02% No change 1,068 $167K
Barnes Dennig Private Wealth Management LLC 0.13% Reduce -2.4% 1,060 $166K
WPG Advisers, LLC 0.10% Add +16.6% 1,053 $165K
Corient IA LP 0.15% Reduce -66.0% 1,030 $161K
Salomon & Ludwin, LLC 0.01% Add +29.0% 1,040 $160K
Glen Eagle Advisors, LLC 0.02% No change 1,001 $157K
Cornerstone Financial Management LLC 0.12% Add +12.0% 980 $154K
Twin Tree Management, LP 0.02% Add +23.8% 974 $153K
Allied Private Wealth LLC 0.09% — 947 $147K
Citizens National Bank Trust Department 0.02% No change 925 $145K
Colonial Trust Co / SC 0.02% Reduce -46.0% 903 $142K
Smithfield Trust Co 0.01% No change 892 $139K
Tacita Capital Inc 0.08% Reduce -26.3% 885 $139K
Evermay Wealth Management LLC 0.01% Add +41.2% 884 $139K
Tompkins Financial Corp. 0.01% Add +6.4% 884 $139K
City State Bank 0.03% No change 856 $134K
CX Institutional 0.00% Reduce -79.9% 844 $132K
CGC Financial Services, LLC 0.03% Reduce -6.4% 816 $128K
Tripletail Wealth Management, LLC 0.15% Add +33.9% 790 $126K
Edmond DE Rothschild Holding S.A. 0.00% No change 800 $125K
State of Wyoming 0.01% Reduce -15.9% 792 $124K
Crews Bank & Trust 0.02% No change 786 $123K
Abound Financial, LLC 0.05% Reduce -2.0% 771 $121K
Kelleher Financial Advisors 0.02% Add +31.3% 767 $120K
Triumph Capital Management 0.02% Add +1.4% 752 $118K
Cape Investment Advisory, Inc. 0.03% New 747 $117K
IMA Advisory Services, Inc. 0.01% Add +5.1% 743 $116K
Bfsg, LLC 0.01% Add +5.6% 739 $116K
Washington Trust Advisors, Inc. 0.01% Reduce -0.1% 736 $115K
Golden State Wealth Management, LLC 0.01% Add +2.2% 733 $115K
High Note Wealth, LLC 0.02% Reduce -26.0% 721 $113K
LOM Asset Management Ltd 0.03% Add +51.6% 720 $113K
10Elms LLP 0.05% No change 700 $110K
Evelyn Partners Group Ltd 0.00% — 700 $110K
MeadowBrook Investment Advisors LLC 0.09% No change 700 $110K
WealthCollab, LLC 0.04% No change 692 $108K
Advisors Preferred, LLC 0.02% Reduce -74.9% 664 $106K
MTM Investment Management, LLC 0.03% No change 662 $104K
Bullock Wealth Management Group 0.04% Reduce -2.9% 673 $104K
Community Financial Services Group, LLC 0.01% Reduce -71.1% 663 $102K
Murphy & Mullick Capital Management Corp 0.06% No change 650 $102K
EFG International AG 0.00% Add +0.1% 648 $102K
Adkins Seale Capital Management LLC 0.09% No change 641 $100K
Lodestone Wealth Management LLC 0.04% No change 641 $100K
Provenance Wealth Advisors, LLC 0.01% Add +27.4% 637 $100K
First Financial Corp. 0.03% No change 599 $94K
Addison Advisors LLC 0.04% Reduce -80.9% 597 $94K
Ameriflex Group, Inc. 0.04% Add +3.4% 586 $92K
GW&K Investment Management, LLC 0.00% Reduce -0.3% 581 $91K
TFC Financial Management, Inc. 0.01% Add +255.6% 576 $90K
Limestone Investment Advisors LP 0.04% New 562 $88K
Financial Management Professionals, Inc. 0.01% Add +2.5% 562 $88K
Trust Co 0.01% Add +21.6% 558 $87K
Duncker Streett & Co. Inc. 0.01% No change 552 $87K
Clearstead Trust, LLC 0.01% No change 550 $86K
Costello Asset Management, INC 0.03% No change 538 $84K
Richardson Capital Management LLC 0.04% No change 535 $84K
Parvin Asset Management, LLC 0.07% No change 525 $82K
Purpose Unlimited Inc. 0.00% Reduce -2.6% 519 $82K
Marshall & Sterling Wealth Advisors Inc. 0.05% Add +0.6% 518 $81K
Hickory Point Bank & Trust 0.05% No change 516 $81K
Financial Consulate, Inc. 0.01% Add +6.8% 515 $81K
Centennial Bank 0.03% No change 500 $78K
Orion Capital Management LLC 0.02% No change 500 $78K
First PREMIER Bank 0.01% No change 500 $78K
Cornerstone Planning Group LLC 0.01% Reduce -0.2% 501 $77K
Beacon Financial Strategies CORP 0.04% No change 489 $77K
True Wealth Design, LLC 0.02% Reduce -26.7% 485 $76K
Westside Investment Management, Inc. 0.01% No change 484 $76K
Silver Grove Financial Group, Inc. 0.04% New 474 $74K
AdvisorNet Financial, Inc 0.00% Add +73.1% 469 $74K
Ares Financial Consulting, LLC 0.05% Reduce -16.4% 457 $72K
Union Bancaire Privee, UBP SA 0.00% No change 600 $71K
Valley Wealth Managers, Inc. 0.00% No change 453 $71K
United Financial Planning Group LLC 0.04% New 450 $71K
Creative Financial Designs Inc. 0.00% Reduce -11.3% 446 $70K
Harbor Asset Planning, Inc. 0.05% No change 441 $69K
Accent Capital Management, LLC 0.03% Reduce -3.5% 438 $69K
Heritage Wealth Advisors 0.00% No change 436 $68K
SOA Wealth Advisors, LLC. 0.01% Add +4316.2% 14,750 $67K
Entrust Financial LLC 0.04% No change 418 $66K
Bogart Wealth, LLC 0.00% Add +3.6% 406 $64K
Timbuktu Capital Management, LLC 0.09% — 400 $63K
Fourth Dimension Wealth, LLC 0.02% No change 400 $63K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -43.9% 381 $60K
Broadwater Capital Management LLC 0.04% No change 370 $58K
Vermillion Wealth Management, Inc. 0.01% No change 365 $57K
Midway Capital Research & Management 0.05% No change 363 $57K
First Bancorp, Inc 0.02% New 362 $57K
Aventura Private Wealth, LLC 0.02% Add +10.8% 359 $56K
Quaker Wealth Management, LLC 0.02% No change 352 $55K
Markowski Investments 0.01% — 339 $53K
Country Trust Bank 0.00% Reduce -0.9% 339 $53K
Dynamic Wealth Strategies, LLC 0.03% No change 338 $53K
Financial Network Wealth Advisors LLC 0.05% Add +28.5% 334 $52K
Strategic Wealth Advisors LLC 0.04% No change 382 $52K
Ascentis Independent Advisors 0.14% Reduce -88.0% 330 $52K
Cassaday & Co Wealth Management LLC 0.00% Reduce -20.7% 322 $50K
Essential Partners LLC 0.02% Reduce -14.4% 320 $50K
Raffa Wealth Management, LLC 0.01% Add +6.7% 319 $50K
Zions Bancorporation, National Association 0.00% No change 318 $50K
Solstein Capital, LLC 0.02% No change 300 $47K
Alpine Bank Wealth Management 0.01% New 300 $47K
South Plains Financial, Inc. 0.02% No change 296 $46K
Legacy Bridge, LLC 0.01% No change 292 $46K
VSM Wealth Advisory, LLC 0.01% No change 292 $46K
Arlington Trust Co LLC 0.00% No change 288 $45K
Albion Financial Group 0.00% No change 281 $44K
Alerus Financial NA 0.00% No change 281 $44K
Whipplewood Advisors, LLC 0.03% Reduce -74.5% 278 $44K
Lavaca Capital LLC 0.00% Add +133.6% 278 $44K
Maseco LLP 0.00% Reduce -35.0% 275 $43K
Medallion Wealth Advisors, LLC 0.01% Reduce -18.0% 265 $42K
Bell Investment Advisors, Inc 0.01% Reduce -1.5% 259 $41K
Measured Wealth Private Client Group, LLC 0.01% No change 259 $41K
Retirement Wealth Solutions LLC 0.02% No change 256 $40K
Bank of New Hampshire 0.01% No change 255 $40K
Highline Wealth Partners LLC 0.01% Reduce -3.8% 253 $40K
Nalls Sherbakoff Group, LLC 0.03% No change 250 $39K
Signature Equity Partners, LLC 0.02% Add +5.3% 240 $38K
Tsfg, LLC 0.00% No change 233 $37K
N.E.W. Advisory Services LLC 0.00% Add +13.5% 235 $37K
NBH Bank 0.02% — 231 $36K
Bayban 0.03% No change 229 $36K
Pflug Koory, LLC 0.01% No change 225 $35K
Nexus Investment Management ULC 0.00% No change 220 $34K
Wellington-Altus USA Inc. 0.02% No change 221 $34K
CrossGen Wealth, LLC 0.03% No change 210 $33K
Center for Financial Planning, Inc. 0.00% No change 210 $33K
Kilter Group LLC 0.01% Add +1507.7% 209 $33K
Crewe Advisors LLC 0.00% No change 206 $32K
Burnham & Co LLC 0.03% — 200 $31K
Frazier Financial Advisors, LLC 0.02% Reduce -3.4% 200 $31K
Smallwood Wealth Investment Management, LLC 0.01% No change 200 $31K
United Community Bank 0.01% Reduce -13.0% 200 $31K
Boyd Watterson Asset Management LLC 0.01% No change 193 $30K
Silicon Valley Capital Partners 0.00% Add +519.4% 192 $30K
City Holding Co. 0.00% Add +40.7% 190 $30K
Park Place Capital Corp 0.00% No change 187 $29K
Coston, McIsaac & Partners 0.01% No change 186 $29K
BOK Financial Private Wealth, Inc. 0.00% Add +4475.0% 183 $29K
Quintet Private Bank (Europe) S.A. 0.00% No change 181 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +10.4% 180 $28K
Asset Dedication, LLC 0.00% Reduce -46.0% 177 $28K
First United Bank & Trust 0.01% No change 175 $27K
Adirondack Trust Co. 0.01% Reduce -21.4% 173 $27K
Towne Trust Company, N.A 0.01% Add +11.4% 166 $26K
Archer Investment Corp 0.01% No change 166 $26K
Atlatl Advisers LLC 0.01% New 164 $26K
Evolution Wealth Management Inc. 0.01% Add +552.0% 163 $26K
CBIZ Investment Advisory Services, LLC 0.00% No change 167 $26K
JPL Wealth Management, LLC 0.01% Add +2.5% 162 $25K
Proathlete Wealth Management LLC 0.01% No change 162 $25K
Highland Investment Advisors LLC 0.01% — 161 $25K
Copia Wealth Management 0.02% No change 160 $25K
Westfuller Advisors, LLC 0.01% No change 156 $24K
Principia Wealth Advisory, LLC 0.01% Add +7.7% 154 $24K
Imprint Wealth LLC 0.10% No change 150 $24K
MV Capital Management, Inc. 0.00% Reduce -8.6% 149 $23K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 148 $23K
Bullseye Investment Management, LLC 0.01% No change 146 $23K
Canton Hathaway, LLC 0.00% No change 142 $22K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +53.3% 138 $22K
Pacific Center for Financial Services 0.00% No change 123 $19K
Princeton Global Asset Management LLC 0.00% No change 123 $19K
High Point Wealth Management, LLC 0.02% No change 123 $19K
Elevation Wealth Partners, LLC 0.01% New 120 $19K
West Paces Advisors Inc. 0.00% New 120 $19K
Mosley Wealth Management 0.01% Reduce -0.8% 119 $19K
Armstrong Advisory Group, Inc. 0.00% No change 116 $18K
Darwin Wealth Management, LLC 0.00% No change 114 $18K
Asset Planning,Inc 0.01% No change 107 $17K
Cedar Mountain Advisors, LLC 0.00% Add +22.1% 105 $16K
Abound Wealth Management 0.00% Reduce -1.0% 102 $16K
Hager Investment Management Services, LLC 0.01% Reduce -20.3% 102 $16K
3 Factor Indexing, LLC 0.01% No change 100 $16K
Hamrick Investment Counsel, llc 0.01% No change 100 $16K
Horrell Capital Management, Inc. 0.01% No change 100 $16K
Midwest Capital Advisors, LLC 0.01% No change 100 $16K
Westend Capital Management, LLC 0.00% No change 100 $16K
West Branch Capital LLC 0.00% No change 100 $16K
Webster Bank, N. A. 0.00% No change 100 $16K
Strengthening Families & Communities, LLC 0.00% No change 100 $16K
First Community Trust NA 0.01% No change 98 $15K
Plante Moran Financial Advisors, LLC 0.00% Add +683.3% 94 $15K
Access Investment Management LLC 0.00% No change 93 $15K
New England Capital Financial Advisors LLC 0.00% No change 91 $14K
Aventus Investment Advisors, Inc. 0.01% No change 90 $14K
FWL Investment Management, LLC 0.00% Reduce -1.1% 90 $14K
Nova Wealth Management, Inc. 0.01% Add +131.6% 88 $14K
Tounjian Advisory Partners, LLC 0.01% New 87 $14K
Glass Jacobson Investment Advisors llc 0.00% No change 83 $13K
LifeSteps Financial, Inc. 0.01% New 82 $13K
Strategic Investment Solutions, Inc. 0.00% No change 80 $13K
Nemes Rush Group LLC 0.00% No change 80 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 78 $12K
Toronto Dominion Bank 0.00% No change 75 $12K
Hoey Investments, Inc. 0.00% New 76 $12K
Ninety One UK Ltd 0.00% No change 76 $12K
American Capital Advisory, LLC 0.00% Reduce -21.9% 75 $12K
Advantage Trust Co 0.00% New 75 $12K
Napier Financial, LLC 0.00% No change 74 $12K
Prudent Man Investment Management, Inc. 0.00% No change 84 $12K
Dogwood Wealth Management LLC 0.00% Add +44.0% 72 $11K
Caitlin John, LLC 0.01% No change 71 $11K
Mascoma Wealth Management LLC 0.00% No change 67 $11K
Robinswood Financial LLC 0.00% No change 66 $10K
Boreal Capital Management LLC 0.01% No change 65 $10K
Rakuten Securities, Inc. 0.00% Add +38.3% 65 $10K
Burk Holdings LLC 0.00% No change 64 $10K
Acumen Wealth Advisors, LLC 0.00% No change 63 $10K
Gleason Group, Inc. 0.00% New 62 $10K
Buck Wealth Strategies, LLC 0.00% New 60 $9K
Creative Capital Management Investments LLC 0.00% No change 59 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 56 $9K
Strive Financial Group ,LLC 0.00% No change 55 $9K
Fortitude Family Office, LLC 0.00% No change 53 $8K
Marshall Investment Management, LLC 0.00% New 51 $8K
JDM Financial Group LLC 0.00% No change 51 $8K
Indiana Trust & Investment Management Co 0.00% No change 50 $8K
Blume Capital Management, Inc. 0.00% New 50 $8K
Horizon Financial Services, LLC 0.00% New 49 $8K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 45 $7K
Signature Resources Capital Management, LLC 0.00% No change 45 $7K
Ankerstar Wealth, LLC 0.01% No change 44 $7K
Quent Capital, LLC 0.00% Add +22.2% 44 $7K
Godfrey Financial Associates, Inc. 0.00% Reduce -8.9% 41 $6K
Synergy Investment Management, LLC 0.00% Add +135.3% 40 $6K
McDonald Partners LLC 0.00% New 40 $6K
Maryland Capital Advisors Inc. 0.00% — 39 $6K
Hughes Financial Services, LLC 0.00% No change 39 $6K
Horizon Investments, LLC 0.00% Reduce -45.8% 39 $6K
Main Street Group, LTD 0.00% No change 36 $6K
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
Delta Asset Management LLC 0.00% No change 30 $5K
MidFirst Bank 0.00% No change 30 $5K
NFSG Corp 0.00% No change 27 $4K
Virtus Advisers, LLC 0.00% Add +257.1% 25 $4K
DecisionPoint Financial, LLC 0.00% No change 25 $4K
Kozak & Associates, Inc. 0.00% No change 21 $3K
Nvwm, LLC 0.00% No change 20 $3K
Hollencrest Capital Management 0.00% Reduce -84.8% 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
Park Square Financial Group, LLC 0.02% Reduce -29.2% 17 $3K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% No change 17 $3K
Monetary Solutions, Ltd 0.00% New 16 $3K
Lummis Asset Management, LP 0.00% No change 16 $3K
Corsicana & Co. 0.00% No change 16 $3K
Advocate Investing Services LLC 0.00% No change 15 $2K
Security National Bank 0.00% New 15 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 15 $2K
Breakwater Investment Management 0.00% New 14 $2K
Granite FO LLC 0.00% No change 14 $2K
Keating Financial Advisory Services, Inc. 0.00% Reduce -68.9% 14 $2K
Luminist Capital LLC 0.00% New 13 $2K
Key Capital Management, INC 0.00% New 12 $2K
Downshift Financial, LLC 0.00% New 12 $2K
Winch Advisory Services, LLC 0.00% No change 12 $2K
Private Wealth Management Group, LLC 0.00% No change 10 $2K
Gold Investment Management Ltd. 0.00% No change 10 $2K
Operose Advisors LLC 0.00% Reduce -85.9% 10 $2K
Gill Capital Partners, LLC 0.00% Reduce -90.2% 9 $1K
Stone House Investment Management, LLC 0.00% Reduce -66.7% 9 $1K
Noble Wealth Management PBC 0.00% New 8 $1K
Trifecta Capital Advisors, LLC 0.00% New 3 $471
Tower Research Capital LLC (TRC) 0.00% New 2 $313
Kingdom Financial Group LLC. 0.00% Reduce -98.2% 1 $220

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