Novartis AG-Sponsored ADRNVS
13F holders, Q2 2026 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $530.2M |
| Exits | 86 | $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.