Unilever PLC-Sponsored ADRUL
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,123 institutions reported holding Unilever PLC-Sponsored ADR (UL) in their 13F filings, up 1,118 from Q3 2025. 80 opened new positions and 3 sold out. The largest holders were Wellington Management Group LLP ($2.1B), Fisher Asset Management ($1.4B) and GQG Partners LLC ($589.8M). 6 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Unilever PLC-Sponsored ADR
- CUSIP
- 904767803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $401.9M |
| Exits | 3 | $33.6M |
All 13F filers, Q3 2025 → Q4 2025: 19,853,675 shares bought and 11,889,814 shares sold, net +7,963,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,123 holders
| Wellington Management Group LLP | 0.36% | Add +2.4% | 31,551,932 | $2.1B |
| Fisher Asset Management | 0.46% | Add +3.2% | 20,658,738 | $1.4B |
| GQG Partners LLC | 0.97% | Add +9.4% | 9,018,850 | $589.8M |
| Morgan Stanley | 0.03% | Add +2.2% | 8,755,962 | $572.6M |
| State Farm Mutual Automobile Insurance Co. | 0.31% | No change | 6,122,449 | $400.4M |
| Bank of America Corp. | 0.03% | Add +11.6% | 5,724,080 | $374.4M |
| Clearbridge Investments, LLC | 0.29% | Reduce -7.7% | 5,523,856 | $361.3M |
| Wells Fargo & Company | 0.06% | Add +10.2% | 4,656,580 | $304.5M |
| FMR LLC | 0.02% | Reduce -36.4% | 4,583,373 | $299.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.1% | 4,382,852 | $286.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.89% | New | 4,108,627 | $268.7M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -3.4% | 3,990,841 | $261.0M |
| Raymond James Financial Inc. | 0.07% | Add +23.6% | 3,616,603 | $236.5M |
| T. Rowe Price Associates Inc. | 0.02% | Add +62.5% | 3,067,651 | $200.6M |
| Royal Bank of Canada | 0.03% | Reduce -0.8% | 2,997,197 | $196.0M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -19.2% | 2,871,929 | $187.8M |
| Hotchkis & Wiley Capital Management LLC | 0.53% | Add +7.7% | 2,723,620 | $178.1M |
| Thrivent Financial for Lutherans | 0.31% | Add +29.4% | 2,608,297 | $170.6M |
| Fiduciary Management Inc. | 1.85% | Reduce -8.5% | 2,568,718 | $168.0M |
| JPMorgan Chase & Co. | 0.01% | Add +53.1% | 2,491,268 | $162.9M |
| American Century Companies Inc. | 0.08% | Add +5.4% | 2,474,860 | $161.9M |
| Hamlin Capital Management, LLC | 3.65% | Add +7.6% | 2,324,273 | $152.0M |
| BlackRock, Inc. | 0.00% | Reduce -4.2% | 2,308,343 | $151.0M |
| Cullen Capital Management, LLC | 1.56% | Reduce -1.3% | 2,186,791 | $143.0M |
| Northern Trust Corp. | 0.02% | Reduce -2.0% | 2,095,506 | $137.0M |
| Norges Bank | 0.01% | — | 2,018,759 | $132.0M |
| Saratoga Research & Investment Management | 6.35% | Reduce -1.1% | 1,853,095 | $121.2M |
| Equity Investment Corp. | 2.43% | Add +0.4% | 1,843,234 | $120.5M |
| Allspring Global Investments Holdings, LLC | 0.17% | Add +2.9% | 1,578,743 | $102.7M |
| Jennison Associates LLC | 0.06% | Reduce -38.9% | 1,518,969 | $99.3M |
| Everett Harris & Co. | 1.13% | Add +0.1% | 1,419,887 | $92.9M |
| Federated Hermes, Inc. | 0.15% | Add +1075.8% | 1,417,108 | $92.7M |
| LPL Financial LLC | 0.02% | Add +44.0% | 1,336,926 | $87.4M |
| Munich Reinsurance Co Stock Corp in Munich | 1.97% | Reduce -0.1% | 1,234,220 | $81.0M |
| Captrust Financial Advisors | 0.15% | Add +18.1% | 1,171,229 | $76.6M |
| Natixis Advisors, LLC | 0.10% | Reduce -2.1% | 1,084,919 | $71.0M |
| Ameriprise Financial Inc. | 0.01% | Add +27.8% | 1,012,321 | $66.2M |
| UBS Group AG | 0.01% | Add +28.9% | 990,796 | $64.8M |
| Brown Advisory Inc. | 0.09% | Add +2.9% | 978,078 | $64.0M |
| Truist Financial Corp. | 0.08% | Add +8.9% | 885,624 | $57.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.2% | 787,090 | $51.5M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +11.8% | 768,215 | $50.2M |
| First Trust Advisors LP | 0.03% | Add +2.5% | 720,373 | $47.1M |
| 1832 Asset Management L.P. | 0.06% | Add +2532.3% | 693,560 | $45.4M |
| Stifel Financial Corp. | 0.04% | Add +21.6% | 692,920 | $45.3M |
| Corient Private Wealth LP | 0.06% | New | 684,826 | $44.8M |
| First Eagle Investment Management, LLC | 0.08% | Add +8.7% | 677,384 | $44.3M |
| Cerity Partners LLC | 0.06% | Add +3.8% | 625,723 | $40.9M |
| Advisors Capital Management, LLC | 0.48% | Add +3.9% | 614,490 | $40.2M |
| Capital Advisors Inc. | 0.65% | Add +2.8% | 613,556 | $40.1M |
| Saturna Capital Corp. | 0.50% | Add +5.7% | 575,543 | $37.6M |
| Cooke & Bieler LP | 0.39% | Reduce -0.1% | 575,110 | $37.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +5.2% | 567,299 | $37.1M |
| St. James Investment Company, LLC | 5.94% | Reduce -1.1% | 565,863 | $37.0M |
| United Capital Financial Advisors, LLC | 0.22% | No change | 557,360 | $36.5M |
| Chevy Chase Trust Holdings, LLC | 0.10% | Reduce -1.6% | 555,703 | $36.3M |
| Oppenheimer Asset Management Inc. | 0.45% | Reduce -2.0% | 555,108 | $36.3M |
| M&T Bank Corp | 0.11% | Add +4.4% | 545,813 | $35.7M |
| Cardinal Capital Management, Inc. | 0.77% | Reduce -0.4% | 383,058 | $34.4M |
| Trillium Asset Management, LLC | 0.99% | Reduce -13.8% | 484,479 | $32.2M |
| Tocqueville Asset Management L.P. | 0.46% | Reduce -0.3% | 477,400 | $31.2M |
| GMO | 0.08% | Add +77.6% | 469,364 | $30.7M |
| Factory Mutual Insurance Co. | 0.30% | Reduce -26.5% | 457,195 | $29.9M |
| River Road Asset Management, LLC | 0.32% | Reduce -7.7% | 452,487 | $29.6M |
| Sustainable Growth Advisers, LP | 0.20% | Add +11.6% | 440,020 | $28.8M |
| National Bank of Canada | 0.03% | Add +9.1% | 434,148 | $28.4M |
| Sei Investments Co. | 0.03% | Add +19.7% | 423,370 | $27.7M |
| Creative Planning | 0.02% | Reduce -0.6% | 415,421 | $27.2M |
| HighTower Advisors, LLC | 0.03% | Add +4.6% | 411,199 | $26.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.2% | 403,438 | $26.4M |
| Bank of Montreal | 0.01% | Add +2.7% | 386,017 | $25.3M |
| Lazard Asset Management LLC | 0.04% | Reduce -88.1% | 360,975 | $23.6M |
| Franklin Resources Inc. | 0.01% | Add +6.0% | 357,846 | $23.4M |
| Compagnie Lombard Odier SCmA | 0.25% | No change | 348,443 | $22.8M |
| Mariner, LLC | 0.03% | Add +7.2% | 347,026 | $22.7M |
| Grandfield & Dodd, LLC | 1.27% | Reduce -2.0% | 343,077 | $22.4M |
| Assetmark, Inc. | 0.05% | Add +45.7% | 338,317 | $22.1M |
| Cheviot Value Management, LLC | 2.17% | Reduce -0.9% | 332,017 | $22.1M |
| Mar Vista Investment Partners LLC | 2.03% | Reduce -3.9% | 336,467 | $22.1M |
| Kornitzer Capital Management Inc. | 0.46% | Add +2.8% | 333,215 | $21.8M |
| Cetera Investment Advisers | 0.02% | Add +7.7% | 322,621 | $21.1M |
| MML Investors Services, LLC | 0.05% | Add +19.5% | 320,809 | $21.0M |
| Quantinno Capital Management LP | 0.04% | Add +24.5% | 318,122 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.3% | 303,539 | $19.9M |
| Managed Asset Portfolios, LLC | 2.37% | Add +26.6% | 299,763 | $19.6M |
| Reynders McVeigh Capital Management, LLC | 0.89% | Add +8.8% | 288,396 | $18.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.3% | 260,457 | $17.0M |
| Ingalls & Snyder LLC | 0.62% | Reduce -3.1% | 255,305 | $16.7M |
| HRT Financial LP | 0.05% | Add +51.7% | 248,941 | $16.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +3355.6% | 248,508 | $16.3M |
| Alpha Cubed Investments, LLC | 0.54% | Reduce -1.2% | 242,595 | $15.9M |
| Cibc World Market Inc. | 0.03% | Reduce -39.2% | 226,359 | $14.8M |
| QV Investors Inc. | 1.19% | Reduce -14.1% | 222,783 | $14.6M |
| Zevin Asset Management LLC | 1.93% | Add +4.1% | 220,550 | $14.4M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +0.9% | 216,260 | $14.1M |
| Capital International Investors | 0.00% | New | 212,754 | $14.0M |
| Russell Investments Group, Ltd. | 0.02% | New | 213,179 | $13.9M |
| Scotia Capital Inc. | 0.05% | Reduce -0.9% | 205,997 | $13.5M |
| SCS Capital Management LLC | 0.14% | Add +0.2% | 197,408 | $12.9M |
| ProVise Management Group, LLC | 0.91% | Add +7.8% | 196,368 | $12.8M |
| Yacktman Asset Management | 0.18% | Reduce -6.5% | 195,803 | $12.8M |
| Wallace Capital Management Inc. | 1.51% | Reduce -21.8% | 191,192 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.9% | 189,792 | $12.3M |
| Modera Wealth Management, LLC | 0.14% | Reduce -3.1% | 185,328 | $12.1M |
| M. Kulyk & Associates, LLC | 2.27% | Add +15.9% | 181,473 | $11.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -36.9% | 179,540 | $11.7M |
| AQR Capital Management | 0.01% | Add +54.9% | 178,933 | $11.7M |
| Focus Partners Wealth | 0.01% | Add +6.2% | 178,838 | $11.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +0.9% | 176,661 | $11.6M |
| Northstar Asset Management Inc. | 2.96% | Reduce -25.5% | 175,462 | $11.5M |
| Boston Common Asset Management, LLC | 0.67% | Reduce -8.3% | 170,673 | $11.2M |
| Vident Advisory, LLC | 0.10% | Add +18.6% | 165,951 | $10.9M |
| &partners | 0.06% | Add +19.4% | 162,586 | $10.6M |
| Clark Estates Inc. | 2.54% | No change | 160,000 | $10.5M |
| NewEdge Advisors, LLC | 0.04% | Add +261.2% | 159,378 | $10.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -87.7% | 152,009 | $9.9M |
| American Assets Investment Management, LLC | 0.68% | No change | 151,111 | $9.9M |
| Levin Capital Strategies, L.P. | 0.85% | Reduce -0.2% | 150,171 | $9.8M |
| Eldred Rock Partners, LLC | 2.48% | Reduce -5.4% | 137,405 | $9.6M |
| Northside Capital Management, LLC | 0.82% | No change | 144,948 | $9.5M |
| Allworth Financial LP | 0.04% | No change | 142,464 | $9.3M |
| Guardian Capital LP | 0.27% | Reduce -4.3% | 140,642 | $9.2M |
| Cresset Asset Management, LLC | 0.04% | New | 140,074 | $9.2M |
| US Bancorp \de | 0.01% | Add +0.8% | 137,293 | $9.0M |
| Snowden Capital Advisors LLC | 0.23% | Add +12.1% | 134,210 | $8.8M |
| Cary Street Partners Financial LLC | 0.22% | Add +0.2% | 134,145 | $8.8M |
| Pathstone Holdings, LLC | 0.03% | Add +4.3% | 133,664 | $8.7M |
| ExodusPoint Capital Management, LP | 0.10% | Add +1506.3% | 133,331 | $8.7M |
| NorthCrest Asset Manangement, LLC | 0.19% | Add +4.0% | 135,129 | $8.6M |
| QRG Capital Management, Inc. | 0.10% | Add +0.9% | 131,031 | $8.6M |
| Nicholas Company, Inc. | 0.15% | Add +6.1% | 129,769 | $8.5M |
| Lowe Brockenbrough & Co. Inc. | 0.42% | New | 129,560 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -22.5% | 128,440 | $8.4M |
| Janney Capital Management LLC | 0.53% | Reduce -3.7% | 128,040 | $8.4M |
| One Capital Management, LLC | 0.25% | Add +7.4% | 126,767 | $8.3M |
| Waverly Advisors, LLC | 0.06% | Add +7.3% | 122,469 | $8.0M |
| Destination Wealth Management | 0.21% | Add +3.0% | 122,372 | $8.0M |
| Windle Wealth, LLC | 3.55% | Add +2.5% | 121,262 | $7.9M |
| GFS Advisors, LLC | 0.93% | No change | 119,696 | $7.8M |
| Abc Arbitrage SA | 0.72% | Add +51.8% | 117,480 | $7.7M |
| Oxbow Advisors, LLC | 0.68% | Reduce -4.5% | 116,901 | $7.6M |
| Capital Fund Management S.A. | 0.07% | Reduce -45.9% | 116,826 | $7.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +9.5% | 116,034 | $7.6M |
| Clean Yield Group | 2.10% | Reduce -3.7% | 115,430 | $7.5M |
| Smithbridge Asset Management Inc. | 0.64% | Add +99.8% | 113,886 | $7.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.2% | 110,299 | $7.2M |
| Hilton Capital Management, LLC | 0.54% | Add +0.8% | 109,624 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.5% | 109,194 | $7.1M |
| Todd Asset Management LLC | 0.14% | Reduce -10.1% | 108,172 | $7.1M |
| Advocate Group LLC | 1.12% | Add +2.8% | 106,176 | $6.9M |
| Martin Capital Partners, LLC | 2.58% | Add +6.1% | 104,934 | $6.9M |
| Fiduciary Trust Co | 0.08% | Reduce -1.3% | 103,985 | $6.8M |
| Manning & Napier Advisors LLC | 0.09% | Reduce -2.3% | 103,007 | $6.8M |
| Cwm, LLC | 0.02% | Add +5.1% | 103,075 | $6.7M |
| New England Asset Management Inc. | 0.91% | Add +2.9% | 102,785 | $6.7M |
| NewSquare Capital LLC | 0.58% | Reduce -29.3% | 100,144 | $6.5M |
| Sanders Capital, LLC | 0.01% | Reduce -4.2% | 98,335 | $6.4M |
| Auxier Asset Management LLC | 0.90% | Reduce -0.7% | 98,106 | $6.4M |
| Portland Global Advisors LLC | 0.68% | Add +2.8% | 97,512 | $6.4M |
| Advisory Research Inc. | 0.79% | Add +1.5% | 96,671 | $6.3M |
| Moran Wealth Management, LLC | 0.19% | Add +29.6% | 94,776 | $6.2M |
| WCG Wealth Advisors LLC | 0.17% | Add +149.4% | 93,470 | $6.1M |
| Zions Bancorporation, National Association | 0.28% | Add +122.3% | 92,834 | $6.1M |
| Stablepoint Partners, LLC | 0.95% | Add +1.6% | 92,678 | $6.1M |
| Coston, McIsaac & Partners | 1.40% | Add +2.6% | 92,292 | $6.0M |
| Hamilton Point Investment Advisors, LLC | 0.91% | Reduce -1.7% | 91,387 | $6.0M |
| Shufro Rose & Co. LLC | 0.41% | Add +1.1% | 91,360 | $6.0M |
| Guyasuta Investment Advisors Inc. | 0.34% | Reduce -2.3% | 90,343 | $5.9M |
| Ethic Inc. | 0.09% | Reduce -6.4% | 89,936 | $5.9M |
| XML Financial, LLC | 0.48% | Reduce -14.1% | 89,544 | $5.9M |
| Bleakley Financial Group, LLC | 0.10% | Add +45.0% | 88,966 | $5.8M |
| Evelyn Partners Asset Management Ltd | 1.36% | Add +3.3% | 88,845 | $5.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +87.0% | 87,844 | $5.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +30.4% | 87,736 | $5.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +40.8% | 86,635 | $5.7M |
| Lorne Steinberg Wealth Management Inc. | 1.30% | Reduce -0.1% | 86,608 | $5.7M |
| Kavar Capital Partners Group, LLC | 0.77% | Add +0.3% | 85,850 | $5.6M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -4.2% | 83,277 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.2% | 82,990 | $5.4M |
| tru Independence LLC | 1.36% | Reduce -1.7% | 82,266 | $5.4M |
| Evergreen Capital Management LLC | 0.12% | Add +193.6% | 82,192 | $5.4M |
| Butensky & Cohen Financial Security, Inc. | 1.45% | Add +1.6% | 82,163 | $5.4M |
| World Investment Advisors | 0.09% | Add +11.9% | 81,699 | $5.3M |
| Hennessy Advisors Inc. | 0.19% | Reduce -5.3% | 81,444 | $5.3M |
| Allen Capital Group, LLC | 0.48% | Add +2.5% | 80,565 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +43.6% | 79,924 | $5.2M |
| Pinkerton Wealth, LLC | 0.53% | Add +0.3% | 79,152 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.6% | 78,468 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +54.6% | 78,400 | $5.1M |
| Cullen Investment Group, LTD. | 0.65% | New | 77,933 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.8% | 75,840 | $5.0M |
| True Freedom Investing, LLC | 0.32% | New | 71,476 | $4.7M |
| Liberty One Investment Management, LLC | 0.59% | Reduce -33.1% | 70,311 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -68.2% | 70,027 | $4.6M |
| Two Sigma Advisers, LP | 0.01% | Add +1317.7% | 69,277 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +15.4% | 68,984 | $4.5M |
| Becker Capital Management Inc. | 0.13% | Reduce -0.8% | 68,644 | $4.5M |
| Headinvest, LLC | 0.89% | Reduce -3.4% | 68,436 | $4.5M |
| Motco | 0.40% | Add +4.5% | 67,306 | $4.4M |
| Euro Pacific Asset Management, LLC | 0.48% | Reduce -54.2% | 66,766 | $4.4M |
| Gilman Hill Asset Management, LLC | 0.68% | Reduce -0.5% | 65,941 | $4.3M |
| Slocum, Gordon & Co LLP | 3.10% | Reduce -1.1% | 65,490 | $4.3M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -1.9% | 65,288 | $4.3M |
| Third View Private Wealth, LLC | 0.57% | — | 65,026 | $4.3M |
| Capital Investment Counsel, LLC | 0.59% | Reduce -1.3% | 64,888 | $4.2M |
| Timber Creek Capital Management LLC | 0.98% | Add +79.7% | 64,661 | $4.2M |
| Acumen Wealth Advisors, LLC | 1.18% | — | 62,719 | $4.1M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +3.3% | 61,438 | $4.0M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.18% | — | 61,422 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Add +5.6% | 60,970 | $4.0M |
| Quadrant Capital Group LLC | 0.12% | Add +2.4% | 60,933 | $4.0M |
| Heartland Advisors Inc. | 0.21% | Add +8.7% | 59,791 | $3.9M |
| NewEdge Wealth, LLC | 0.04% | Add +14.1% | 59,095 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.8% | 58,761 | $3.8M |
| Royce & Associates LP | 0.04% | No change | 58,666 | $3.8M |
| Autumn Glory Partners, LLC | 1.34% | Add +1.8% | 58,335 | $3.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.08% | New | 58,180 | $3.8M |
| Keybank National Association | 0.01% | Add +3.8% | 57,923 | $3.8M |
| Benjamin Edwards Inc. | 0.04% | Add +31.6% | 57,792 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -1.6% | 57,502 | $3.8M |
| Mgo One Seven LLC | 0.08% | Add +58.0% | 56,461 | $3.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -1.5% | 55,784 | $3.6M |
| Tweedy, Browne Co LLC | 0.29% | Reduce -0.5% | 55,374 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +76.9% | 55,109 | $3.6M |
| Gabelli Funds LLC | 0.02% | Reduce -3.8% | 55,109 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +38.1% | 54,790 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.08% | Reduce -11.1% | 54,110 | $3.5M |
| Callan Family Office, LLC | 0.08% | Add +66.5% | 54,098 | $3.5M |
| Beacon Financial Group | 0.35% | Reduce -7.9% | 53,886 | $3.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +5.8% | 53,795 | $3.5M |
| Beacon Bank & Trust | 0.70% | Reduce -9.0% | 52,848 | $3.5M |
| Mutual Advisors, LLC | 0.07% | Add +2.3% | 52,747 | $3.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +5.2% | 52,624 | $3.4M |
| Stephens Inc. | 0.04% | Add +4.2% | 52,613 | $3.4M |
| HB Wealth Management, LLC | 0.02% | Add +2.4% | 52,452 | $3.4M |
| IFP Advisors, Inc | 0.08% | New | 52,422 | $3.4M |
| apricus wealth, LLC | 1.75% | Add +4.7% | 52,298 | $3.4M |
| Argent Trust Co | 0.12% | Add +10.0% | 51,540 | $3.4M |
| Hall Laurie J Trustee | 1.11% | Add +5.5% | 51,202 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +29.0% | 50,811 | $3.3M |
| JPL Wealth Management, LLC | 0.80% | Reduce -3.3% | 50,358 | $3.3M |
| Holocene Advisors, LP | 0.01% | New | 50,000 | $3.3M |
| Old Port Advisors | 0.80% | Add +0.6% | 49,873 | $3.3M |
| Guardian Partners Inc. | 0.26% | Add +10.5% | 45,768 | $3.2M |
| Grey Ledge Advisors, LLC | 0.73% | Add +0.2% | 49,348 | $3.2M |
| Optiver Holding B.V. | 0.06% | New | 49,139 | $3.2M |
| Davis-Rea LTD. | 0.80% | Add +1.4% | 48,888 | $3.2M |
| Foresight Capital Management Advisors, Inc. | 1.72% | Add +3.9% | 48,555 | $3.2M |
| Anchor Capital Advisors LLC | 0.09% | Add +6.1% | 48,499 | $3.2M |
| BTC Capital Management, Inc. | 0.22% | Add +5.9% | 48,318 | $3.2M |
| Azzad Asset Management Inc. | 0.31% | Add +2.7% | 48,331 | $3.2M |
| Courier Capital LLC | 0.18% | Reduce -5.3% | 48,025 | $3.1M |
| Baker Chad R | 0.56% | Add +78.2% | 47,657 | $3.1M |
| Strategic Advisors LLC | 0.49% | No change | 47,610 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.8% | 47,112 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -10.5% | 47,065 | $3.1M |
| Choreo, LLC | 0.04% | Reduce -8.1% | 46,706 | $3.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -2.0% | 44,769 | $3.0M |
| Ritholtz Wealth Management | 0.05% | Add +4.4% | 45,630 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.8% | 45,264 | $3.0M |
| Naples Global Advisors, LLC | 0.22% | Reduce -1.1% | 45,111 | $3.0M |
| Redmond Asset Management, LLC | 0.75% | Reduce -1.3% | 45,011 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +1.4% | 45,000 | $2.9M |
| Benedict Financial Advisors Inc. | 0.61% | Add +0.8% | 44,033 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +1.9% | 43,990 | $2.9M |
| Verdence Capital Advisors LLC | 0.17% | Add +12.2% | 43,888 | $2.9M |
| Naviter Wealth, LLC | 0.37% | Reduce -17.7% | 43,703 | $2.9M |
| Haverford Trust Co | 0.02% | Reduce -0.9% | 42,413 | $2.8M |
| Moors & Cabot, Inc. | 0.12% | Add +13.7% | 42,393 | $2.8M |
| Portside Wealth Group, LLC | 0.38% | Add +4.6% | 42,387 | $2.8M |
| Signaturefd, LLC | 0.04% | Reduce -5.3% | 42,105 | $2.8M |
| Merit Financial Group, LLC | 0.02% | Add +15.0% | 41,881 | $2.7M |
| Royal Palms Capital LLC | 3.21% | — | 41,347 | $2.7M |
| Principal Securities, Inc. | 0.04% | Reduce -11.6% | 41,182 | $2.7M |
| Caprock Group, LLC | 0.06% | Add +8.0% | 40,041 | $2.6M |
| Pavion Blue Capital, LLC | 1.08% | Reduce -0.9% | 39,705 | $2.6M |
| Kanawha Capital Management LLC | 0.18% | Reduce -1.7% | 39,491 | $2.6M |
| Pathway Financial Advisers, LLC | 0.75% | Add +1.3% | 39,286 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +24.8% | 39,076 | $2.6M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Add +2.4% | 38,717 | $2.5M |
| Kennon-Green & Company, LLC | 2.01% | Reduce -5.4% | 38,653 | $2.5M |
| Financial Gravity Asset Management, Inc. | 0.49% | Add +7.9% | 38,491 | $2.5M |
| Columbus Macro, LLC | 0.27% | Reduce -1.3% | 37,688 | $2.5M |
| Simplex Trading, LLC | 0.07% | New | 37,532 | $2.5M |
| Cardinal Capital Management | 0.32% | Add +0.1% | 37,166 | $2.4M |
| MAI Capital Management | 0.01% | Add +15.3% | 36,427 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.7% | 36,184 | $2.4M |
| Natural Investments, LLC | 0.59% | Add +2.5% | 36,181 | $2.4M |
| Norden Group LLC | 0.23% | Reduce -10.1% | 36,147 | $2.4M |
| Regatta Capital Group, LLC | 0.36% | Reduce -1.4% | 35,991 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | — | 35,848 | $2.3M |
| Anchor Investment Management, LLC | 0.19% | Reduce -0.5% | 35,832 | $2.3M |
| SkyOak Wealth, LLC | 0.42% | Reduce -1.1% | 35,823 | $2.3M |
| TD Private Client Wealth LLC | 0.05% | Add +335.4% | 35,577 | $2.3M |
| Catalyst Capital Advisors LLC | 0.05% | Add +38.5% | 35,567 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -36.5% | 35,500 | $2.3M |
| Arvest Bank Trust Division | 0.13% | Add +1.6% | 35,380 | $2.3M |
| Dakota Wealth Management | 0.04% | Reduce -8.3% | 35,072 | $2.3M |
| 44 Wealth Management LLC | 0.77% | Reduce -6.0% | 34,902 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +7.1% | 34,873 | $2.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -35.6% | 34,776 | $2.3M |
| Prosperity Consulting Group, LLC | 0.10% | Add +0.8% | 34,675 | $2.3M |
| Klein Pavlis & Peasley Financial, Inc. | 1.33% | Reduce -3.5% | 34,558 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +44.5% | 34,005 | $2.2M |
| FSB Premier Wealth Management, Inc. | 0.69% | Add +9.7% | 33,419 | $2.2M |
| Vise Technologies, Inc. | 0.04% | Add +25.6% | 33,196 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Add +163.1% | 33,122 | $2.2M |
| Optimist Retirement Group LLC | 0.99% | Add +0.1% | 33,105 | $2.2M |
| Three Bridge Wealth Advisors, LLC | 0.57% | Add +0.5% | 33,007 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -2.0% | 32,784 | $2.1M |
| Compound Planning, Inc. | 0.06% | Reduce -0.6% | 32,513 | $2.1M |
| Hohimer Wealth Management, LLC | 0.29% | Reduce -3.6% | 32,187 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 31,998 | $2.1M |
| State Street Corp. | 0.00% | No change | 32,014 | $2.1M |
| HF Advisory Group, LLC | 0.71% | Add +11.8% | 31,235 | $2.0M |
| Aviso Financial Inc. | 0.08% | Add +1.3% | 31,054 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 30,852 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Reduce -1.6% | 30,845 | $2.0M |
| Trust Co. of Vermont | 0.08% | Reduce -2.5% | 30,618 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Add +244.9% | 30,253 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.4% | 30,190 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +11.4% | 29,638 | $1.9M |
| Westhampton Capital, LLC | 0.90% | Reduce -0.2% | 29,224 | $1.9M |
| Altman Advisors, Inc. | 0.72% | Add +4.3% | 29,108 | $1.9M |
| Auxano Advisors, LLC | 0.37% | Add +1.0% | 28,843 | $1.9M |
| Lineweaver Wealth Advisors, LLC | 0.25% | Add +8.3% | 28,167 | $1.8M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -1.1% | 27,896 | $1.8M |
| Drexel Morgan & Co. | 0.29% | No change | 27,881 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +0.7% | 27,675 | $1.8M |
| Opal Capital LLC | 0.45% | — | 27,513 | $1.8M |
| TrueMark Investments, LLC | 0.34% | Add +15.0% | 27,493 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.4% | 27,293 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -7.6% | 27,216 | $1.8M |
| Voya Financial Advisors, Inc. | 0.17% | Add +6.1% | 26,694 | $1.8M |
| Guardian Wealth Management, Inc. | 1.03% | Add +0.4% | 26,832 | $1.8M |
| ICW Investment Advisors LLC | 0.64% | Reduce -1.4% | 26,701 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -33.3% | 26,668 | $1.7M |
| RBF Capital, LLC | 0.08% | No change | 26,666 | $1.7M |
| Townsend & Associates, Inc | 0.15% | Add +0.8% | 27,009 | $1.7M |
| Americana Partners, LLC | 0.05% | Reduce -14.6% | 25,758 | $1.7M |
| Earnest Partners LLC | 0.01% | Reduce -9.1% | 25,723 | $1.7M |
| Spirepoint Private Client, LLC | 0.16% | Add +3.5% | 25,596 | $1.7M |
| Arvest Investments, Inc. | 0.23% | Reduce -1.7% | 25,240 | $1.7M |
| Intrust Bank NA | 0.14% | Add +7.8% | 25,130 | $1.6M |
| Aperture Investors, LLC | 0.23% | No change | 25,050 | $1.6M |
| Pullen Investment Management, LLC | 0.86% | Reduce -0.7% | 25,038 | $1.6M |
| CIBC Asset Management Inc | 0.00% | New | 24,971 | $1.6M |
| Abundance Wealth Counselors | 0.27% | Add +4.4% | 24,472 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | No change | 24,344 | $1.6M |
| Long Run Wealth Advisors, LLC | 0.30% | Add +1.9% | 24,048 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -4.8% | 23,966 | $1.6M |
| Marks Group Wealth Management, Inc | 0.15% | Add +4.8% | 23,877 | $1.6M |
| Fulton Bank, N.A. | 0.05% | Add +242.4% | 23,806 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -4.1% | 23,802 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +88.2% | 23,652 | $1.5M |
| Capstone Financial Advisors, Inc. | 0.08% | No change | 23,640 | $1.5M |
| Hedges Asset Management LLC | 1.07% | No change | 23,103 | $1.5M |
| Parallel Advisors, LLC | 0.03% | No change | 22,633 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -18.0% | 22,576 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +25.0% | 22,317 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -32.1% | 21,790 | $1.4M |
| Diversify Wealth Management, LLC | 0.07% | Reduce -14.4% | 22,023 | $1.4M |
| Nia Impact Advisors, LLC | 0.48% | No change | 21,747 | $1.4M |
| Hurley Capital, LLC | 0.79% | Add +0.4% | 21,578 | $1.4M |
| PCM Encore, LLC | 0.30% | — | 21,544 | $1.4M |
| Wealth Alliance, LLC | 0.14% | Add +104.9% | 21,487 | $1.4M |
| Burkett Asset Management Ltd | 1.42% | — | 21,470 | $1.4M |
| Delta Capital Management LLC | 0.80% | Reduce -12.2% | 21,467 | $1.4M |
| Ativo Capital Management LLC | 1.22% | Reduce -6.2% | 21,198 | $1.4M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -4.8% | 21,016 | $1.4M |
| LOM Asset Management Ltd | 0.40% | Add +0.6% | 21,012 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +328.3% | 20,867 | $1.4M |
| Commerce Bank | 0.01% | Add +9.9% | 20,235 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +47.2% | 20,030 | $1.3M |
| Aaron Wealth Advisors LLC | 0.07% | Add +12.0% | 19,937 | $1.3M |
| Value Partners Investments Inc. | 0.10% | Add +22.1% | 19,917 | $1.3M |
| Keystone Financial Group | 0.10% | Add +3.1% | 19,675 | $1.3M |
| Narwhal Capital Management | 0.09% | Reduce -12.1% | 19,659 | $1.3M |
| Tectonic Advisors LLC | 0.07% | Reduce -4.1% | 19,543 | $1.3M |
| Aua Capital Management, LLC | 0.64% | New | 19,539 | $1.3M |
| Syon Capital LLC | 0.06% | Reduce -2.5% | 19,203 | $1.3M |
| Crux Wealth Advisors | 0.46% | Add +0.5% | 19,092 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -0.2% | 18,967 | $1.2M |
| First Bank & Trust | 0.20% | Add +71.7% | 18,852 | $1.2M |
| GoalVest Advisory LLC | 0.24% | Reduce -12.2% | 18,823 | $1.2M |
| Kimelman & Baird, LLC | 0.09% | Reduce -2.1% | 18,796 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -8.0% | 18,783 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Reduce -6.6% | 18,767 | $1.2M |
| Parrish Capital LLC | 1.11% | — | 18,713 | $1.2M |
| Midwest Trust Co | 0.02% | Reduce -0.8% | 18,634 | $1.2M |
| Gibbs Wealth Management | 0.29% | Reduce -14.6% | 18,764 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -21.0% | 18,412 | $1.2M |
| Capital Financial Group Inc\co\ | 0.66% | — | 18,071 | $1.2M |
| Radnor Capital Management, LLC | 0.17% | No change | 17,993 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +10.2% | 17,986 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.76% | Reduce -4.6% | 17,954 | $1.2M |
| Rodgers Brothers Inc. | 0.14% | Reduce -0.1% | 17,737 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.8% | 17,725 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -5.3% | 17,673 | $1.2M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +1.6% | 17,663 | $1.2M |
| Permanent Capital Management, LP | 0.22% | No change | 17,621 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +7.0% | 17,507 | $1.1M |
| Inlet Private Wealth, LLC | 0.27% | Reduce -6.6% | 17,507 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.45% | New | 17,376 | $1.1M |
| Jeppson Wealth Management, LLC | 0.36% | Reduce -1.5% | 17,302 | $1.1M |
| Choate Investment Advisors | 0.02% | Reduce -14.5% | 17,264 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.28% | Reduce -3.8% | 17,094 | $1.1M |
| Mitchell & Pahl Private Wealth, LLC | 0.46% | Add +0.6% | 17,093 | $1.1M |
| Marietta Investment Partners LLC | 0.22% | Reduce -1.0% | 17,069 | $1.1M |
| Columbia Asset Management | 0.20% | Add +3.3% | 16,933 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.9% | 17,042 | $1.1M |
| Chesapeake Asset Management LLC | 0.90% | No change | 16,658 | $1.1M |
| Legacy Capital Group California, Inc. | 0.26% | Reduce -0.2% | 16,420 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -1.4% | 16,341 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | Add +1.0% | 16,279 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.23% | Add +0.9% | 16,331 | $1.1M |
| HM Payson & Co. | 0.02% | Add +0.5% | 16,326 | $1.1M |
| XTX Topco Ltd | 0.03% | Reduce -53.5% | 16,298 | $1.1M |
| Unique Wealth Strategies, LLC | 0.41% | Reduce -9.2% | 16,120 | $1.1M |
| Northstar Group, Inc. | 0.15% | Add +3.3% | 16,099 | $1.1M |
| SevenBridge Financial Group, LLC | 0.17% | Reduce -11.9% | 15,630 | $1.1M |
| Sivia Capital Partners, LLC | 0.21% | Add +115.5% | 16,029 | $1.0M |
| Meriwether Wealth & Planning, LLC | 0.59% | Add +3.0% | 15,884 | $1.0M |
| Great Lakes Retirement, Inc. | 0.11% | Add +1.7% | 15,828 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | No change | 15,777 | $1.0M |
| Qtron Investments LLC | 0.13% | Reduce -7.8% | 15,744 | $1.0M |
| Bollard Group LLC | 0.03% | Reduce -6.3% | 15,655 | $1.0M |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -10.9% | 15,647 | $1.0M |
| Bank of Nova Scotia Trust Co. | 0.09% | Add +11.0% | 15,628 | $1.0M |
| Allen Wealth Management, LLC | 0.61% | Reduce -2.1% | 15,534 | $1.0M |
| Huntington National Bank | 0.01% | New | 15,464 | $1.0M |
| Raleigh Capital Management Inc. | 0.37% | Add +247799.0% | 15,418 | $1.0M |
| GAMMA Investing LLC | 0.05% | Add +6.5% | 15,365 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.3% | 15,321 | $1.0M |
| Joel Isaacson & Co., LLC | 0.03% | Add +1.5% | 15,244 | $997K |
| Smart Money Group LLC | 0.29% | Reduce -0.8% | 15,197 | $994K |
| Marshall Wace, LLP | 0.00% | Reduce -80.7% | 15,185 | $993K |
| Weatherly Asset Management L. P. | 0.08% | Add +0.1% | 15,169 | $992K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -77.0% | 15,140 | $990K |
| Transcend Capital Advisors, LLC | 0.08% | Add +17.7% | 15,136 | $990K |
| Salvus Wealth Management, LLC | 0.55% | Add +3.7% | 15,097 | $987K |
| EP Wealth Advisors, LLC | 0.01% | — | 14,871 | $973K |
| Wynn Capital, LLC | 0.47% | Reduce -1.3% | 14,854 | $971K |
| Alliance Wealth Advisors, LLC | 0.21% | Reduce -28.8% | 14,753 | $965K |
| Guggenheim Capital LLC | 0.01% | Reduce -2.3% | 14,734 | $964K |
| Future Fund LLC | 0.30% | Reduce -12.3% | 14,713 | $962K |
| Keystone Financial Services | 0.29% | Add +0.4% | 14,624 | $956K |
| Lane Brothers & Co. Inc. | 0.69% | — | 14,616 | $956K |
| Twin City Private Wealth, LLC | 0.72% | Add +5.7% | 14,598 | $955K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +10.3% | 14,562 | $952K |
| Berkeley Capital Partners, LLC | 0.22% | Add +21.3% | 14,526 | $950K |
| Invesco Ltd. | 0.00% | Reduce -22.6% | 14,403 | $942K |
| Confluence Investment Management LLC | 0.01% | Add +6.0% | 14,293 | $935K |
| Essex Financial Services, Inc. | 0.05% | Add +1.3% | 14,264 | $933K |
| Leisure Capital Management | 0.31% | Reduce -2.9% | 14,107 | $923K |
| Arjuna Capital | 0.22% | Add +5.7% | 14,019 | $917K |
| Raelipskie Partnership | 0.38% | New | 13,840 | $905K |
| Tower Bridge Advisors | 0.09% | Reduce -11.0% | 13,837 | $905K |
| Tred Avon Family Wealth, LLC | 0.29% | Add +17.1% | 13,584 | $888K |
| Applied Finance Capital Management, LLC | 0.06% | Add +4.0% | 13,568 | $887K |
| Greenleaf Trust | 0.01% | Add +0.3% | 13,551 | $886K |
| LCM Capital Management Inc | 0.43% | Reduce -6.3% | 13,526 | $885K |
| Curbstone Financial Management Corp | 0.17% | Reduce -3.0% | 13,508 | $883K |
| Manchester Capital Management LLC | 0.12% | Add +20.8% | 13,485 | $882K |
| Welch & Forbes LLC | 0.01% | Reduce -0.3% | 13,412 | $877K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -7.2% | 13,543 | $874K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +55.4% | 13,306 | $870K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.6% | 13,301 | $870K |
| Arkadios Wealth Advisors | 0.02% | Add +6.8% | 13,261 | $867K |
| Rwa Wealth Partners, LLC | 0.01% | Add +8.1% | 13,231 | $865K |
| Hartford Funds Management Co LLC | 0.07% | Add +1.6% | 13,195 | $863K |
| Strategic Global Advisors, LLC | 0.13% | Add +12.5% | 13,174 | $862K |
| Empire Financial Management Company, LLC | 0.18% | No change | 12,928 | $845K |
| First Pacific Financial | 0.11% | Reduce -4.2% | 12,848 | $840K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -49.3% | 12,739 | $833K |
| Sigma Planning Corp | 0.02% | Reduce -6.3% | 12,618 | $825K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -36.1% | 12,509 | $818K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -67.4% | 12,499 | $817K |
| River Wealth Advisors LLC | 0.09% | Reduce -10.4% | 12,436 | $813K |
| Level Four Advisory Services, LLC | 0.03% | Add +5.6% | 12,435 | $813K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -2.4% | 12,426 | $813K |
| Dearborn Partners LLC | 0.04% | Add +0.9% | 12,403 | $811K |
| Blue Trust, Inc. | 0.01% | Reduce -11.2% | 12,371 | $809K |
| Versant Capital Management, Inc | 0.10% | Add +19.7% | 12,285 | $803K |
| Potentia Wealth | 0.29% | No change | 12,280 | $803K |
| Tidal Investments LLC | 0.00% | Add +22.7% | 12,262 | $802K |
| North Star Investment Management Corp. | 0.05% | Add +0.6% | 12,172 | $796K |
| Evelyn Partners Investment Management LLP | 0.02% | Reduce -21.6% | 12,078 | $790K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Reduce -4.1% | 12,044 | $788K |
| Wealthspire Advisors, LLC | 0.01% | Add +25.8% | 12,020 | $786K |
| Ceera Investments, LLC | 0.30% | Reduce -47.0% | 11,946 | $781K |
| Ellevest, Inc. | 0.11% | Reduce -15.8% | 11,896 | $778K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +2.2% | 11,889 | $778K |
| Ascentis Independent Advisors | 0.13% | Add +5.4% | 11,870 | $776K |
| Bailard, Inc. | 0.02% | Reduce -2.2% | 11,865 | $776K |
| Excalibur Management Corp. | 0.28% | Reduce -1.1% | 11,789 | $771K |
| Modern Wealth Management, LLC | 0.01% | Add +3.9% | 11,679 | $764K |
| AE Wealth Management LLC | 0.00% | Add +215.9% | 11,613 | $759K |
| FourThought Financial Partners, LLC | 0.06% | Add +37.8% | 11,568 | $757K |
| Precision Wealth Strategies, LLC | 0.24% | Reduce -22.4% | 11,554 | $756K |
| Northeast Investment Management | 0.03% | Reduce -1.1% | 11,506 | $752K |
| Riverwater Partners LLC | 0.29% | Reduce -0.6% | 11,455 | $749K |
| Janus Henderson Group PLC | 0.00% | Add +1.2% | 11,392 | $745K |
| PFG Investments, LLC | 0.04% | Reduce -1.1% | 11,375 | $744K |
| Hilltop Holdings Inc. | 0.04% | Reduce -33.2% | 11,333 | $741K |
| Independent Advisor Alliance | 0.02% | Add +37.1% | 11,196 | $732K |
| Larson Financial Group LLC | 0.02% | Reduce -4.2% | 11,128 | $728K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 11,108 | $726K |
| Forum Financial Management, LP | 0.01% | Reduce -0.9% | 11,101 | $726K |
| SGL Investment Advisors, Inc. | 0.29% | Add +1.5% | 10,012 | $717K |
| Global View Capital Management LLC | 0.13% | Reduce -2.3% | 10,934 | $715K |
| Diversified Trust Co. | 0.01% | Add +49.5% | 10,715 | $701K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -7.6% | 10,680 | $698K |
| FLC Capital Advisors | 0.13% | No change | 10,548 | $690K |
| Insigneo Advisory Services, LLC | 0.05% | Add +9.9% | 10,536 | $689K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.2% | 10,503 | $687K |
| Lavelle Capital LP | 0.43% | — | 10,452 | $684K |
| Garrett Wealth Advisory Group, LLC | 0.13% | No change | 10,447 | $683K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -5.0% | 10,437 | $682K |
| Phillips Wealth Planners LLC | 0.55% | Add +42.7% | 10,498 | $681K |
| West Family Investments, Inc. | 0.16% | Reduce -18.3% | 10,398 | $680K |
| Sandy Cove Advisors, LLC | 0.20% | Reduce -0.3% | 10,383 | $679K |
| Peoples Bank | 0.68% | Reduce -2.8% | 10,304 | $674K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 10,233 | $669K |
| Navellier & Associates Inc. | 0.07% | No change | 10,215 | $668K |
| New Republic Capital, LLC | 0.18% | Add +178.1% | 10,178 | $666K |
| Leith Wheeler Investment Counsel Ltd. | 0.05% | New | 10,166 | $665K |
| Banco de Sabadell, S.A | 0.43% | Reduce -0.4% | 10,071 | $664K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -35.2% | 10,109 | $661K |
| Perigon Wealth Management, LLC | 0.01% | Add +20.2% | 10,039 | $657K |
| PDS Planning, Inc | 0.04% | No change | 9,967 | $652K |
| Anchyra Partners LLC | 0.20% | — | 9,893 | $647K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -3.4% | 9,620 | $643K |
| Arax Advisory Partners | 0.02% | Reduce -48.6% | 9,770 | $639K |
| Fourpath Capital Management, LLC | 0.09% | New | 9,768 | $639K |
| Pinion Investment Advisors, LLC | 0.16% | Reduce -10.7% | 9,743 | $637K |
| May Hill Capital, LLC | 0.17% | Reduce -4.2% | 9,708 | $635K |
| SPWM Advisors LLC | 0.61% | — | 9,679 | $633K |
| Centaurus Financial, Inc. | 0.03% | Reduce -15.4% | 9,680 | $633K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.7% | 9,675 | $633K |
| GAMCO Investors | 0.01% | Reduce -31.7% | 9,608 | $628K |
| Roundview Capital LLC | 0.04% | Reduce -7.1% | 9,552 | $625K |
| Cozad Asset Management Inc. | 0.05% | No change | 9,531 | $623K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Add +57.9% | 9,527 | $623K |
| Old North State Trust, LLC | 0.37% | Add +0.9% | 9,498 | $621K |
| Novem Group | 0.07% | Add +0.9% | 9,482 | $620K |
| Glenview Trust Co | 0.01% | Add +0.4% | 9,460 | $619K |
| V-Square Quantitative Management LLC | 0.06% | New | 9,282 | $607K |
| Ascent Group, LLC | 0.02% | Add +26.6% | 9,155 | $599K |
| Flputnam Investment Management Co. | 0.01% | Add +15.3% | 9,091 | $595K |
| Pursuit Wealth Management LLC | 0.51% | — | 9,072 | $593K |
| Regal Investment Advisors LLC | 0.04% | Add +138.7% | 9,014 | $590K |
| Rathbones Group PLC | 0.00% | No change | 9,002 | $589K |
| Tranquilli Financial Advisor LLC | 0.34% | Reduce -1.5% | 9,001 | $589K |
| Great Diamond Partners, LLC | 0.11% | Reduce -4.4% | 8,954 | $586K |
| Breakwater Capital Group | 0.08% | Reduce -0.3% | 8,862 | $580K |
| PAX Financial Group, LLC | 0.10% | Reduce -0.5% | 8,769 | $573K |
| Conning Inc. | 0.02% | Add +19.4% | 8,743 | $572K |
| Bond & Devick Financial Network, Inc. | 0.16% | Add +2.1% | 8,697 | $569K |
| Bessemer Group Inc. | 0.00% | Add +34.4% | 8,694 | $568K |
| Mezzasalma Advisors, LLC | 0.14% | Reduce -3.0% | 8,716 | $567K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.8% | 8,648 | $566K |
| Malaga Cove Capital, LLC | 0.20% | Add +3.3% | 8,626 | $564K |
| Dynasty Wealth Management, LLC | 0.01% | Add +147.2% | 8,595 | $562K |
| Beverly Hills Private Wealth, LLC | 0.10% | Add +2.2% | 8,516 | $557K |
| Ignite Planners, LLC | 0.09% | Reduce -7.9% | 8,130 | $556K |
| Bridges Investment Management Inc. | 0.01% | Add +1.6% | 8,475 | $554K |
| Journey Retirement Planning & Investment Management LLC | 0.11% | — | 8,472 | $554K |
| Chicago Capital, LLC | 0.01% | No change | 8,411 | $550K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -6.5% | 8,379 | $548K |
| Principle Wealth Partners LLC | 0.03% | Add +4.3% | 8,362 | $547K |
| DecisionMap Wealth Management, LLC | 0.33% | Add +2.9% | 8,220 | $538K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 8,167 | $534K |
| Sage Rhino Capital LLC | 0.10% | Reduce -1.6% | 8,159 | $534K |
| Tiaa Trust, National Association | 0.00% | Add +3.0% | 8,158 | $534K |
| Haven Private, LLC | 0.23% | Reduce -19.0% | 8,125 | $531K |
| 1900 Wealth Management LLC | 0.03% | Add +32.2% | 8,061 | $527K |
| Boston Trust Walden Corp | 0.00% | Reduce -0.3% | 7,954 | $520K |
| First Manhattan Co. Llc. | 0.00% | Reduce -26.9% | 7,872 | $515K |
| Powers Advisory Group, LLC | 0.19% | Reduce -1.2% | 7,849 | $513K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +16.4% | 7,833 | $512K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -1.2% | 7,768 | $508K |
| Range Financial Group LLC | 0.18% | Reduce -5.9% | 7,757 | $507K |
| Cadence Bank | 0.03% | Reduce -13.7% | 7,754 | $507K |
| RS Crum Inc. | 0.10% | No change | 7,751 | $507K |
| BIP Wealth, LLC | 0.02% | Reduce -34.4% | 7,745 | $507K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 7,745 | $507K |
| Colonial Trust Co / SC | 0.07% | Reduce -15.8% | 7,765 | $506K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -3.9% | 7,667 | $501K |
| Revisor Wealth Management LLC | 0.13% | Add +95.6% | 7,639 | $500K |
| Cordatus Wealth Management LLC | 0.12% | Reduce -5.0% | 7,629 | $499K |
| Fifth Third Bancorp | 0.00% | Add +27.7% | 7,606 | $497K |
| Peregrine Asset Advisers, Inc. | 0.14% | Reduce -7.1% | 7,572 | $495K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -3.1% | 7,567 | $495K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.3% | 7,553 | $494K |
| Fortress Private Ledger, LLC | 0.16% | Reduce -1.6% | 7,533 | $493K |
| Investment Research Partners LLC | 0.21% | Add +1.2% | 7,487 | $490K |
| Cerro Pacific Wealth Advisors LLC | 0.13% | Add +1.2% | 7,415 | $485K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -4.0% | 7,364 | $482K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.5% | 7,318 | $479K |
| South Shore Capital Advisors | 0.35% | — | 7,310 | $478K |
| Icon Wealth Advisors, LLC | 0.03% | Add +5.2% | 7,305 | $478K |
| Gryphon Financial Partners LLC | 0.05% | Add +11.3% | 7,257 | $475K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -6.6% | 7,234 | $473K |
| Gilpin Wealth Management, LLC | 0.37% | — | 7,093 | $464K |
| Optas, LLC | 0.07% | Add +14.1% | 7,047 | $461K |
| Henshaw Capital LLC | 0.02% | No change | 7,031 | $460K |
| Allen Investment Management, LLC | 0.01% | No change | 7,025 | $459K |
| Manske Wealth Management | 0.14% | Add +0.5% | 7,015 | $459K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +3.3% | 7,006 | $458K |
| Venturi Wealth Management, LLC | 0.02% | Add +85.6% | 6,957 | $455K |
| First National Bank of Omaha | 0.01% | New | 6,932 | $455K |
| Spinnaker Trust | 0.02% | Reduce -5.3% | 6,948 | $454K |
| Gallacher Capital Management LLC | 0.18% | Reduce -22.6% | 6,926 | $453K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +0.2% | 6,889 | $451K |
| Alliancebernstein L.P. | 0.00% | Reduce -47.2% | 6,888 | $450K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -0.4% | 6,979 | $448K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -2.4% | 6,841 | $447K |
| Welch Group, LLC | 0.02% | Reduce -21.9% | 6,838 | $447K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -0.3% | 6,799 | $445K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -2.4% | 6,794 | $444K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 6,794 | $444K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -7.8% | 6,777 | $443K |
| Roman Butler Fullerton & Co. | 0.12% | Reduce -0.3% | 6,741 | $442K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.3% | 6,749 | $441K |
| Brown Brothers Harriman & Co. | 0.00% | Add +17.2% | 6,743 | $441K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -40.2% | 6,737 | $441K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -8.4% | 6,703 | $439K |
| Keudell/Morrison Wealth Management | 0.09% | — | 6,710 | $439K |
| Larry Mathis Financial Planning, LLC | 0.39% | — | 6,689 | $437K |
| Searle & Co. | 0.11% | No change | 6,666 | $436K |
| AlTi Global, Inc. | 0.01% | Add +30.2% | 6,638 | $434K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -49.5% | 6,596 | $431K |
| Hunter Associates Investment Management LLC | 0.06% | Add +1.2% | 6,606 | $431K |
| Cohen Investment Advisors LLC | 0.20% | Reduce -0.3% | 6,561 | $429K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +4.3% | 6,553 | $429K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | Reduce -3.6% | 6,518 | $426K |
| Wedbush Securities Inc. | 0.01% | Add +21.1% | 6,506 | $425K |
| Parsons Capital Management Inc. | 0.02% | Reduce -2.0% | 6,466 | $423K |
| Lanark Financial, Inc. | 0.03% | Add +1.6% | 6,455 | $422K |
| Diversified Management Inc. | 0.10% | — | 6,436 | $421K |
| Thomasville National Bank | 0.03% | Reduce -12.1% | 6,422 | $420K |
| Advus Financial Partners, LLC | 0.10% | New | 6,376 | $417K |
| Calydon Capital | 0.07% | Reduce -9.4% | 6,369 | $417K |
| Advisortrust Partners, LLC | 0.18% | — | 6,336 | $414K |
| Fca Corp. | 0.11% | No change | 6,222 | $407K |
| Avior Wealth Management, LLC | 0.01% | Reduce -9.4% | 6,186 | $405K |
| Sowell Financial Services LLC | 0.01% | Reduce -17.4% | 6,122 | $400K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Reduce -6.1% | 6,116 | $400K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -14.4% | 6,105 | $399K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 6,103 | $399K |
| WealthTrust Axiom LLC | 0.10% | Add +3.6% | 6,050 | $396K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.3% | 6,047 | $395K |
| Shelton Capital Management | 0.01% | Reduce -0.2% | 6,044 | $395K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.4% | 6,033 | $395K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +1.6% | 6,013 | $393K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +8.3% | 6,010 | $393K |
| HUB Investment Partners, LLC | 0.01% | Reduce -5.5% | 5,969 | $390K |
| HBK Sorce Advisory LLC | 0.01% | Add +22.4% | 5,401 | $390K |
| Intrua Financial, LLC | 0.04% | Add +13.4% | 5,908 | $386K |
| Ti-Trust, Inc. | 0.24% | Reduce -0.4% | 5,888 | $385K |
| Townsquare Capital LLC | 0.09% | Reduce -6.3% | 5,864 | $384K |
| Fiera Capital Corp | 0.00% | Add +30.6% | 5,825 | $381K |
| Trust Point Inc. | 0.03% | Reduce -5.0% | 5,807 | $380K |
| Pine Haven Investment Counsel, Inc | 0.27% | Add +2.8% | 5,791 | $379K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -0.1% | 5,790 | $379K |
| Port Capital LLC | 0.02% | No change | 5,777 | $378K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 5,765 | $377K |
| O'Brien Greene & Co. Inc | 0.11% | No change | 5,758 | $377K |
| Griffith & Werner, Inc. | 0.19% | No change | 5,753 | $376K |
| Basecamp Wealth Advisors LLC | 0.08% | — | 5,722 | $374K |
| RD Lewis Holdings, Inc. | 0.32% | Add +0.7% | 5,401 | $373K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -12.1% | 5,704 | $373K |
| Sepio Capital, LP | 0.02% | Add +17.4% | 5,659 | $370K |
| Summit Financial, LLC | 0.01% | Add +18.6% | 5,644 | $369K |
| Ransom Advisory, Ltd | 0.15% | Reduce -10.9% | 5,644 | $369K |
| Carnegie Investment Counsel | 0.01% | No change | 5,638 | $369K |
| United Advisor Group, LLC | 0.05% | Add +14.8% | 5,623 | $368K |
| Certior Financial Group, LLC | 0.25% | Add +9.4% | 5,619 | $367K |
| Red Door Wealth Management, LLC | 0.04% | No change | 5,617 | $367K |
| Wedmont Private Capital | 0.01% | Add +8.7% | 5,860 | $367K |
| Caldwell Trust Co | 0.03% | Add +0.1% | 5,609 | $367K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +3.5% | 5,593 | $366K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -0.2% | 5,579 | $365K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.30% | Add +0.3% | 5,574 | $365K |
| Smithfield Trust Co | 0.02% | Add +1.8% | 5,589 | $363K |
| Parkside Financial Bank & Trust | 0.03% | Add +2.4% | 5,549 | $363K |
| Maia Wealth LLC | 0.06% | Reduce -1.8% | 4,939 | $363K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,540 | $362K |
| Brucke Financial, Inc. | 0.20% | Reduce -11.8% | 5,529 | $362K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +3.2% | 5,441 | $356K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -87.7% | 5,440 | $356K |
| Garner Asset Management Corp | 0.13% | Reduce -18.6% | 5,374 | $351K |
| Millennium Management | 0.00% | New | 5,365 | $351K |
| Abel Hall, LLC | 0.08% | Add +34.1% | 5,342 | $349K |
| Seeds Investor LLC | 0.07% | Add +1.9% | 5,337 | $349K |
| Bramshill Investments, LLC | 0.02% | Add +33.4% | 5,333 | $349K |
| Everstar Asset Management, LLC | 0.19% | Reduce -51.6% | 5,333 | $349K |
| Phocas Financial Corp. | 0.05% | No change | 5,333 | $349K |
| Corient IA LP | 0.33% | Reduce -40.4% | 5,297 | $346K |
| Schrum Private Wealth Management LLC | 0.26% | Reduce -3.5% | 5,293 | $346K |
| Evoke Wealth, LLC | 0.01% | Add +58.9% | 5,293 | $346K |
| Absher Wealth Management, LLC | 0.04% | Add +11.0% | 5,291 | $346K |
| CVA Family Office, LLC | 0.04% | Add +0.2% | 5,274 | $345K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -38.7% | 5,273 | $345K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -41.9% | 5,251 | $343K |
| Dodge & Cox | 0.00% | Reduce -75.3% | 5,244 | $343K |
| Tru Independence Asset Management 2, LLC | 0.21% | No change | 5,226 | $342K |
| Phraction Management LLC | 0.10% | Reduce -52.1% | 5,222 | $342K |
| Traveka Wealth, LLC | 0.14% | Add +18.5% | 5,203 | $340K |
| Lincoln Capital LLC | 0.06% | Add +5.5% | 5,197 | $340K |
| Hancock Whitney Corp. | 0.01% | Reduce -56.2% | 5,186 | $339K |
| Gentry Private Wealth, LLC | 0.21% | Reduce -20.2% | 5,184 | $339K |
| Knightsbridge Asset Management, LLC | 0.06% | Add +20.3% | 5,180 | $339K |
| Probity Advisors, Inc. | 0.05% | Add +1.1% | 5,175 | $338K |
| Brookstone Capital Management | 0.00% | Add +39.9% | 5,163 | $338K |
| HSBC Holdings PLC | 0.00% | Reduce -96.4% | 5,152 | $337K |
| Simplicity Wealth,LLC | 0.02% | Reduce -13.9% | 5,048 | $330K |
| Clarius Group, LLC | 0.02% | No change | 5,017 | $328K |
| Old National Bancorp | 0.01% | Reduce -11.0% | 5,009 | $328K |
| Atlas Brown,Inc. | 0.10% | No change | 5,009 | $328K |
| Drive Wealth Management, LLC | 0.06% | Add +6.0% | 4,982 | $326K |
| First Horizon Corp. | 0.01% | Add +56.3% | 4,945 | $323K |
| Hazlett, Burt & Watson, Inc. | 0.10% | No change | 4,959 | $323K |
| Procyon Advisors, LLC | 0.02% | Add +10.3% | 4,925 | $322K |
| Roberts Glore & Co. Inc. | 0.09% | Reduce -5.3% | 4,915 | $321K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -9.9% | 4,891 | $320K |
| J. R. Prunier Capital Management LLC | 0.13% | — | 4,872 | $319K |
| Franklin Street Advisors Inc. | 0.02% | Add +2.6% | 4,855 | $318K |
| Addison Advisors LLC | 0.07% | Reduce -6.4% | 4,837 | $316K |
| Sound Income Strategies, LLC | 0.01% | Add +4.8% | 4,902 | $316K |
| Hummer Financial Advisory Services Inc | 0.22% | Add +11.0% | 4,794 | $314K |
| Atticus Wealth Management, LLC | 0.08% | Add +0.3% | 4,787 | $313K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.3% | 4,777 | $312K |
| TritonPoint Partners, LLC | 0.17% | — | 4,735 | $310K |
| Atlatl Advisers LLC | 0.12% | Reduce -1.8% | 4,729 | $309K |
| SmartHarvest Portfolios, LLC | 0.11% | — | 4,721 | $309K |
| Eagle Bay Advisors LLC | 0.22% | No change | 4,710 | $308K |
| Mitchell Sinkler & Starr | 0.14% | Add +1.5% | 4,656 | $305K |
| Aspen Grove Capital, LLC | 0.05% | Reduce -19.2% | 4,589 | $300K |
| Livet Wealth, LLC | 0.18% | — | 4,584 | $300K |
| Borer Denton & Associates, Inc. | 0.10% | No change | 4,581 | $300K |
| Delta Financial Advisors LLC | 0.08% | No change | 4,580 | $300K |
| Fielder Capital Group LLC | 0.06% | Add +0.3% | 4,576 | $299K |
| BSW Wealth Partners | 0.04% | Reduce -7.2% | 4,529 | $296K |
| Payne Capital LLC | 0.30% | Add +0.9% | 4,483 | $293K |
| United Community Bank | 0.11% | Add +9.7% | 4,420 | $289K |
| Legacy Private Trust Co. | 0.02% | No change | 4,374 | $286K |
| Rosenberg Matthew Hamilton | 0.06% | Add +13.5% | 4,361 | $285K |
| Park Place Capital Corp | 0.06% | Add +175.8% | 4,345 | $284K |
| Palladiem, LLC | 0.27% | — | 4,330 | $284K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | No change | 4,342 | $284K |
| Money Concepts Capital Corp. | 0.02% | Add +10.2% | 4,316 | $282K |
| Savvy Advisors, Inc. | 0.01% | New | 4,310 | $282K |
| Sky Investment Group LLC | 0.05% | Reduce -6.9% | 4,306 | $282K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 4,289 | $280K |
| Klingman & Associates, LLC | 0.01% | Add +1.0% | 4,275 | $280K |
| Platform Technology Partners | 0.06% | Add +2.9% | 4,273 | $279K |
| Claro Advisors Inc. | 0.04% | No change | 4,265 | $279K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.6% | 4,264 | $279K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.7% | 4,255 | $278K |
| Lantz Financial LLC | 0.06% | New | 4,253 | $278K |
| Silverlake Wealth Management LLC | 0.06% | No change | 4,251 | $278K |
| New Wave Wealth Advisors LLC | 0.10% | Add +3.4% | 4,235 | $277K |
| Frec Markets, Inc. | 0.08% | — | 4,216 | $276K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 4,206 | $275K |
| Kovack Advisors, Inc. | 0.01% | Add +32.7% | 4,190 | $274K |
| Sage Mountain Advisors LLC | 0.01% | No change | 4,149 | $271K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 4,143 | $271K |
| Steinberg Asset Management LLC | 0.20% | Reduce -1.6% | 4,117 | $269K |
| IFG Advisory, LLC | 0.01% | Add +12.1% | 4,117 | $269K |
| Alhambra Investment Management LLC | 0.13% | No change | 4,116 | $269K |
| Net Worth Advisory Group | 0.05% | Add +3.2% | 4,101 | $268K |
| Schnieders Capital Management, Llc. | 0.04% | Add +1.9% | 4,098 | $268K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +2.5% | 4,091 | $268K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,089 | $267K |
| Eagle Strategies LLC | 0.03% | Add +2.5% | 4,082 | $267K |
| Avantax Planning Partners, Inc. | 0.01% | Add +5.0% | 4,068 | $266K |
| FDx Advisors, Inc. | 0.14% | Add +4.6% | 4,061 | $266K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,065 | $266K |
| Focused Alpha, LLC | 0.08% | — | 4,055 | $265K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +16.9% | 4,036 | $264K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -0.2% | 4,035 | $264K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -2.5% | 4,021 | $263K |
| Lafayette Investments, Inc. | 0.05% | No change | 4,016 | $263K |
| Stokes Family Office, LLC | 0.02% | Add +13.6% | 4,013 | $262K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.5% | 3,990 | $261K |
| Invested Advisors | 0.27% | Add +18.0% | 3,987 | $261K |
| DV Trading LLC | 0.02% | — | 3,962 | $259K |
| Cromwell Holdings LLC | 0.14% | No change | 3,950 | $258K |
| Riversedge Advisors, LLC | 0.04% | Reduce -5.2% | 3,925 | $257K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 3,922 | $256K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -1.8% | 3,919 | $256K |
| Tacita Capital Inc | 0.15% | Reduce -10.2% | 3,909 | $256K |
| DGS Capital Management, LLC | 0.04% | Reduce -15.4% | 3,901 | $255K |
| Kuhn & Co Investment Counsel | 0.17% | No change | 3,900 | $255K |
| Five Oceans Advisors | 0.09% | No change | 3,891 | $254K |
| Aurora Private Wealth, Inc. | 0.17% | — | 3,888 | $254K |
| Moneco Advisors, LLC | 0.02% | Add +6.7% | 3,881 | $254K |
| PFG Advisors | 0.01% | Reduce -42.6% | 3,878 | $254K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 3,870 | $253K |
| WoodTrust Financial Corp | 0.03% | No change | 3,866 | $253K |
| SageView Advisory Group, LLC | 0.01% | Add +0.2% | 3,854 | $252K |
| Capital Advantage, Inc. | 0.03% | Add +0.2% | 3,831 | $251K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | Add +24.1% | 3,831 | $251K |
| Thryve Wealth Management LLC | 0.12% | — | 3,802 | $249K |
| a16z Perennial Management, L.P. | 0.02% | No change | 3,790 | $248K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -25.6% | 3,788 | $248K |
| Carrera Capital Advisors | 0.04% | Add +20.1% | 3,780 | $247K |
| Graybill Wealth Management, LTD. | 0.07% | Reduce -5.3% | 3,764 | $246K |
| Moseley Investment Management Inc. | 0.08% | Reduce -0.8% | 3,752 | $245K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 3,752 | $245K |
| Newman Dignan & Sheerar, Inc. | 0.05% | No change | 3,745 | $245K |
| Parvin Asset Management, LLC | 0.20% | Add +51.3% | 3,744 | $245K |
| Nilsine Partners, LLC | 0.02% | Add +8.0% | 3,733 | $244K |
| Valley National Advisers Inc. | 0.03% | Reduce -0.6% | 3,716 | $243K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,701 | $242K |
| Toronto Dominion Bank | 0.00% | Reduce -4.5% | 3,705 | $242K |
| Keel Point, LLC | 0.01% | Reduce -2.2% | 3,696 | $242K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -1.6% | 3,860 | $242K |
| Indivisible Partners | 0.03% | — | 3,691 | $241K |
| MBL Wealth, LLC | 0.02% | New | 3,679 | $241K |
| Pure Financial Advisors, LLC | 0.00% | New | 3,613 | $236K |
| SYM FINANCIAL Corp | 0.02% | New | 3,606 | $236K |
| Cannell & Spears LLC | 0.00% | No change | 3,602 | $236K |
| Essex Bank | 0.05% | Add +1.4% | 3,600 | $235K |
| Carret Asset Management, LLC | 0.02% | No change | 3,592 | $235K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Add +3.7% | 3,568 | $233K |
| Live Oak Private Wealth LLC | 0.03% | No change | 3,558 | $233K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,554 | $232K |
| Capital Analysts, LLC | 0.01% | Add +4.5% | 3,530 | $231K |
| Whetstone Capital Advisors, LLC | 0.07% | Add +4.7% | 3,508 | $229K |
| Bridgelight Financial Advisors, Inc. | 0.19% | — | 3,495 | $229K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -7.0% | 3,483 | $228K |
| Cypress Wealth Services, LLC | 0.03% | No change | 3,480 | $228K |
| NerdWallet Wealth Partners, LLC | 0.10% | No change | 3,466 | $227K |
| S.A. Mason LLC | 0.09% | No change | 3,448 | $225K |
| Fiduciary Group, LLC | 0.02% | Reduce -3.1% | 3,440 | $225K |
| Van Diest Capital, LLC | 0.34% | — | 3,433 | $225K |
| Wellington Shields & Co., LLC | 0.06% | Add +0.9% | 3,418 | $224K |
| Carr Financial Group Corp | 0.06% | Reduce -1.3% | 3,372 | $221K |
| State of Wyoming | 0.02% | New | 3,368 | $220K |
| Paragon Private Wealth Management, LLC | 0.07% | Add +9.9% | 3,338 | $218K |
| Embree Financial Group | 0.03% | Reduce -0.2% | 3,337 | $218K |
| Xponance LLC | 0.00% | New | 3,336 | $218K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 3,319 | $217K |
| BCS Wealth Management | 0.02% | New | 3,304 | $216K |
| Tradewinds, LLC. | 0.05% | Add +4.0% | 3,293 | $215K |
| Sittner & Nelson, LLC | 0.08% | Reduce -7.0% | 2,964 | $214K |
| Profund Advisors LLC | 0.01% | New | 3,250 | $213K |
| Western Wealth Management, LLC | 0.01% | Add +1.3% | 3,238 | $212K |
| SkyView Investment Advisors, LLC | 0.03% | New | 3,210 | $210K |
| Jmac Enterprises LLC | 0.04% | New | 3,211 | $210K |
| Ranch Capital Advisors Inc. | 0.08% | No change | 3,172 | $207K |
| Centurion Wealth Management LLC | 0.05% | Reduce -15.6% | 3,171 | $207K |
| GWN Securities Inc. | 0.04% | Add +2.8% | 3,166 | $207K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -1.0% | 3,158 | $207K |
| Sovran Advisors, LLC | 0.02% | Reduce -3.5% | 3,200 | $205K |
| San Luis Wealth Advisors LLC | 0.03% | Add +2.5% | 3,141 | $205K |
| Childress Capital Advisors, LLC | 0.03% | Reduce -7.2% | 3,125 | $204K |
| Boston Family Office LLC | 0.01% | No change | 3,120 | $204K |
| Verity & Verity, LLC | 0.02% | Reduce -1.5% | 3,111 | $203K |
| Bridgefront Capital, LLC | 0.05% | Reduce -30.1% | 3,108 | $203K |
| Foster Group, Inc. | 0.01% | Reduce -8.9% | 3,106 | $203K |
| Canopy Partners, LLC | 0.07% | Reduce -1.4% | 3,087 | $202K |
| Entropy Technologies, LP | 0.01% | New | 3,075 | $201K |
| Comprehensive Money Management Services LLC | 0.14% | No change | 3,064 | $200K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,063 | $200K |
| Barclays PLC | 0.00% | Reduce -39.8% | 3,025 | $198K |
| Bruce G. Allen Investments, LLC | 0.13% | Add +12.6% | 2,988 | $195K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -9.4% | 2,949 | $193K |
| USA Financial Formulas | 0.03% | Reduce -18.1% | 2,885 | $189K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -0.3% | 2,723 | $178K |
| Cape Investment Advisory, Inc. | 0.05% | Add +91.1% | 2,651 | $173K |
| Meramec Financial Planners, LLC | 0.07% | — | 2,345 | $169K |
| Delta Asset Management LLC | 0.01% | No change | 2,571 | $168K |
| Root Financial Partners, LLC | 0.01% | Add +25.0% | 2,498 | $163K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.05% | No change | 2,488 | $163K |
| Gen-Wealth Partners Inc | 0.05% | Reduce -1.8% | 2,444 | $160K |
| Riverview Trust Co | 0.19% | No change | 2,385 | $156K |
| New York State Common Retirement Fund | 0.00% | No change | 2,385 | $156K |
| Montag A & Associates Inc. | 0.01% | Reduce -3.1% | 2,310 | $151K |
| Rothschild Investment LLC | 0.01% | No change | 2,271 | $149K |
| Westfuller Advisors, LLC | 0.06% | No change | 2,187 | $143K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +1.7% | 2,105 | $138K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 2,048 | $134K |
| Ameriflex Group, Inc. | 0.07% | Add +170.5% | 1,995 | $130K |
| Heritage Wealth Advisors | 0.00% | Reduce -3.0% | 1,959 | $128K |
| Chilton Capital Management LLC | 0.00% | No change | 1,957 | $128K |
| St Germain D J Co. Inc. | 0.00% | Reduce -1.4% | 1,946 | $127K |
| Mondrian Investment Partners LTD | 0.00% | Add +135.3% | 1,796 | $117K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -13.3% | 1,782 | $117K |
| Camelot Portfolios, LLC | 0.07% | New | 1,776 | $116K |
| Broadwater Capital Management LLC | 0.09% | Reduce -52.0% | 1,768 | $116K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,720 | $112K |
| Hara Capital LLC | 0.06% | No change | 1,672 | $109K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -7.7% | 1,667 | $109K |
| CENTRAL TRUST Co | 0.00% | Add +4.4% | 1,636 | $107K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +2.2% | 1,582 | $103K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,570 | $102K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.4% | 1,535 | $100K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -6.2% | 1,526 | $100K |
| Atlas Capital Advisors Inc. | 0.01% | — | 1,446 | $95K |
| Abound Financial, LLC | 0.04% | New | 1,412 | $92K |
| GHP Investment Advisors, Inc. | 0.00% | Add +6.8% | 1,401 | $92K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 1,399 | $91K |
| Dorato Capital Management | 0.07% | — | 1,357 | $89K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -0.1% | 1,323 | $87K |
| Evermay Wealth Management LLC | 0.01% | Reduce -0.4% | 1,314 | $86K |
| Millstone Evans Group, LLC | 0.05% | Reduce -0.5% | 1,310 | $86K |
| Maseco LLP | 0.00% | New | 1,275 | $83K |
| Pingora Partners LLC | 0.05% | No change | 1,236 | $81K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,194 | $78K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 1,155 | $76K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -47.8% | 1,093 | $71K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.8% | 1,072 | $70K |
| CoreCap Advisors, LLC | 0.00% | Add +34.4% | 997 | $65K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +53.8% | 980 | $64K |
| Rossby Financial, LCC | 0.02% | Reduce -16.3% | 965 | $63K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 964 | $63K |
| First United Bank & Trust | 0.02% | Reduce -8.6% | 954 | $62K |
| Colonial Trust Advisors | 0.00% | No change | 933 | $61K |
| Fairscale Capital, LLC | 0.04% | No change | 925 | $60K |
| Prestige Wealth Management Group LLC | 0.01% | Add +8.8% | 918 | $60K |
| Quaker Wealth Management, LLC | 0.02% | Add +5.6% | 915 | $60K |
| Olistico Wealth, LLC | 0.03% | New | 888 | $58K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -5.7% | 876 | $57K |
| LRI Investments, LLC | 0.00% | Add +2.4% | 875 | $57K |
| Chapman Financial Group, LLC | 0.04% | Reduce -0.1% | 843 | $55K |
| Carolina Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 826 | $54K |
| NFSG Corp | 0.01% | Add +75.4% | 823 | $54K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +422.1% | 784 | $51K |
| Wellington Grp LLC | 0.02% | — | 752 | $49K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 736 | $48K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | Reduce -14.2% | 735 | $48K |
| Boyd Watterson Asset Management LLC | 0.01% | Add +26.7% | 726 | $47K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 722 | $47K |
| LGT Financial Advisors LLC | 0.28% | Reduce -30.6% | 705 | $46K |
| SHP Wealth Management | 0.00% | — | 705 | $46K |
| MCF Advisors LLC | 0.00% | Add +511.1% | 695 | $45K |
| Oakworth Capital, Inc. | 0.00% | Add +11.4% | 685 | $45K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -0.6% | 674 | $44K |
| Jessup Wealth Management, Inc | 0.01% | New | 669 | $44K |
| Nisa Investment Advisors, LLC | 0.00% | Add +43.4% | 637 | $42K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +1.4% | 620 | $41K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -25.3% | 612 | $40K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 597 | $39K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.6% | 597 | $39K |
| TD Capital Management LLC | 0.00% | Reduce -0.5% | 594 | $39K |
| True Wealth Design, LLC | 0.01% | Reduce -5.0% | 564 | $37K |
| Financial Perspectives, Inc | 0.01% | Reduce -0.4% | 563 | $37K |
| Wellington-Altus USA Inc. | 0.03% | — | 554 | $36K |
| WPG Advisers, LLC | 0.03% | Add +233.4% | 551 | $36K |
| Truvestments Capital LLC | 0.01% | New | 549 | $36K |
| Financial Avengers, Inc. | 0.01% | Add +0.2% | 537 | $35K |
| High Point Wealth Management, LLC | 0.03% | — | 534 | $35K |
| Godsey & Gibb, Inc. | 0.00% | No change | 533 | $35K |
| Avalon Trust Co | 0.00% | No change | 533 | $35K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -34.1% | 523 | $33K |
| Quattro Advisors LLC | 0.03% | — | 505 | $33K |
| TCTC Holdings, LLC | 0.00% | No change | 494 | $32K |
| Brentview Investment Management LLC | 0.01% | No change | 491 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 484 | $32K |
| SouthState Bank Corp | 0.00% | Reduce -92.3% | 483 | $32K |
| Roxbury Financial LLC | 0.03% | Reduce -0.2% | 462 | $30K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -0.2% | 462 | $30K |
| City State Bank | 0.01% | Reduce -0.3% | 458 | $30K |
| Reflection Asset Management | 0.02% | — | 625 | $30K |
| Red Tortoise LLC | 0.01% | No change | 455 | $30K |
| Merited Wealth, LLC | 0.03% | — | 444 | $29K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 444 | $29K |
| Global Wealth Strategies & Associates | 0.01% | New | 444 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 444 | $29K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 432 | $28K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -0.4% | 430 | $28K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 420 | $27K |
| Bard Associates Inc. | 0.01% | New | 413 | $27K |
| Baillie Gifford & Co. | 0.00% | No change | 405 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -49.6% | 386 | $25K |
| Elyxium Wealth, LLC | 0.01% | New | 383 | $25K |
| Towne Trust Company, N.A | 0.01% | Add +128.8% | 372 | $24K |
| Trust Co | 0.00% | Add +2.7% | 365 | $24K |
| Leonteq Securities AG | 0.00% | New | 365 | $24K |
| Core Alternative Capital | 0.01% | Add +2.1% | 363 | $24K |
| Barrett & Company, Inc. | 0.01% | Reduce -0.1% | 355 | $23K |
| Paradigm Asset Management Co. LLC | 0.01% | Reduce -0.1% | 355 | $23K |
| Asset Dedication, LLC | 0.00% | Reduce -16.1% | 355 | $23K |
| Chelsea Counsel Co. | 0.01% | Reduce -0.4% | 354 | $23K |
| JNBA Financial Advisors | 0.00% | Add +8.5% | 346 | $23K |
| Highline Wealth Partners LLC | 0.01% | Add +1.4% | 326 | $21K |
| Citizens National Bank Trust Department | 0.00% | No change | 318 | $21K |
| McIlrath & Eck, LLC | 0.00% | Reduce -0.3% | 317 | $21K |
| Bayforest Capital Ltd | 0.01% | New | 307 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +107.0% | 298 | $19K |
| Hartford Financial Management Inc. | 0.00% | Reduce -0.2% | 289 | $19K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -0.3% | 288 | $19K |
| American Capital Advisory, LLC | 0.01% | No change | 286 | $19K |
| Proathlete Wealth Management LLC | 0.01% | Add +7.6% | 285 | $19K |
| MTM Investment Management, LLC | 0.01% | Reduce -0.1% | 284 | $19K |
| Seneschal Advisors, LLC | 0.01% | Reduce -0.3% | 280 | $18K |
| Clearstead Advisors, LLC | 0.00% | Add +152.1% | 280 | $18K |
| GW&K Investment Management, LLC | 0.00% | No change | 280 | $18K |
| Bayban | 0.02% | — | 274 | $18K |
| Triumph Capital Management | 0.00% | New | 273 | $18K |
| Vision Retirement, LLC | 0.00% | — | 268 | $18K |
| Essential Partners LLC | 0.01% | Reduce -60.4% | 267 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Reduce -0.2% | 266 | $17K |
| Lodestone Wealth Management LLC | 0.01% | New | 261 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -24.1% | 259 | $17K |
| Kozak & Associates, Inc. | 0.00% | Add +0.4% | 256 | $16K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -21.9% | 247 | $16K |
| Optima Capital LLC | 0.01% | New | 244 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -24.8% | 234 | $16K |
| SRH Advisors, LLC | 0.00% | Reduce -0.5% | 236 | $15K |
| West Branch Capital LLC | 0.00% | Add +12.6% | 231 | $15K |
| S&T Bank | 0.00% | Reduce -0.4% | 230 | $15K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 229 | $15K |
| Sterling Capital Management LLC | 0.00% | Add +0.2% | 219 | $14K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -4.6% | 217 | $14K |
| Navigoe, LLC | 0.01% | Reduce -0.2% | 220 | $14K |
| Redmont Wealth Advisors LLC | 0.02% | Reduce -0.4% | 208 | $14K |
| Hamrick Investment Counsel, llc | 0.01% | — | 203 | $13K |
| City Holding Co. | 0.00% | Reduce -0.1% | 197 | $13K |
| Strive Financial Group ,LLC | 0.01% | — | 196 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | Add +18.1% | 192 | $13K |
| Albion Financial Group | 0.00% | Reduce -0.3% | 187 | $12K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -0.2% | 180 | $12K |
| Sunrise Financial Services, LLC | 0.01% | — | 177 | $12K |
| Wealth Preservation Advisors, LLC | 0.01% | Add +11.3% | 177 | $12K |
| Monetary Management Group Inc. | 0.00% | Reduce -0.4% | 177 | $12K |
| Knights of Columbus Asset Advisors LLC | 0.00% | Reduce -91.5% | 177 | $12K |
| Signature Equity Partners, LLC | 0.01% | — | 176 | $11K |
| Entrust Financial LLC | 0.01% | — | 175 | $11K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 174 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 174 | $11K |
| ORG Partners LLC | 0.00% | Reduce -1.0% | 168 | $11K |
| Piscataqua Savings Bank | 0.01% | Add +44.6% | 167 | $11K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -1.2% | 165 | $11K |
| Concord Wealth Partners | 0.00% | Reduce -0.4% | 162 | $11K |
| CGC Financial Services, LLC | 0.00% | No change | 159 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -0.3% | 155 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 151 | $10K |
| General Partner, Inc. | 0.01% | Reduce -0.3% | 148 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 142 | $9K |
| McGuire Capital Advisors Inc. | 0.01% | — | 137 | $9K |
| Key Financial Inc | 0.00% | Reduce -24.4% | 137 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | Add +17.7% | 136 | $9K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 133 | $9K |
| Archer Investment Corp | 0.00% | Reduce -0.2% | 133 | $9K |
| Nemes Rush Group LLC | 0.00% | New | 121 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -26.6% | 120 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -0.6% | 113 | $7K |
| Hollencrest Capital Management | 0.00% | Reduce -0.6% | 113 | $7K |
| Union Savings Bank | 0.00% | — | 111 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -0.2% | 110 | $7K |
| YANKCOM Partnership | 0.00% | Add +20.3% | 109 | $7K |
| Basepoint Wealth LLC | 0.00% | New | 109 | $7K |
| JCIC Asset Management Inc. | 0.00% | Reduce -99.8% | 106 | $7K |
| Abound Wealth Management | 0.00% | Reduce -65.1% | 104 | $7K |
| Tower View Wealth Management LLC | 0.00% | New | 103 | $7K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -0.4% | 100 | $7K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -0.8% | 89 | $6K |
| NorthAvenue LLC | 0.00% | — | 88 | $6K |
| Rialto Wealth Management, LLC | 0.00% | No change | 88 | $6K |
| Financial Consulate, Inc. | 0.00% | Reduce -10.8% | 88 | $6K |
| Pflug Koory, LLC | 0.00% | Reduce -1.0% | 88 | $6K |
| Gables Capital Management Inc. | 0.00% | Reduce -1.0% | 88 | $6K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -49.1% | 88 | $6K |
| MidFirst Bank | 0.00% | — | 88 | $6K |
| IMA Advisory Services, Inc. | 0.00% | New | 87 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -0.8% | 82 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +12.6% | 75 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | Reduce -0.1% | 71 | $5K |
| Holos Integrated Wealth LLC | 0.00% | Reduce -0.4% | 69 | $4K |
| NBT Bank, N.A. | 0.00% | New | 65 | $4K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 63 | $4K |
| Crewe Advisors LLC | 0.00% | Add +32.4% | 60 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -63.5% | 59 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +59.9% | 54 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -0.6% | 53 | $3K |
| Navalign, LLC | 0.00% | New | 52 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 51 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 50 | $3K |
| Systematic Alpha Investments, LLC | 0.00% | No change | 131,449 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -63.9% | 47 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | Reduce -0.4% | 46 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -65.3% | 46 | $3K |
| Hoey Investments, Inc. | 0.00% | Reduce -2.6% | 45 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -1.0% | 44 | $3K |
| Bullseye Investment Management, LLC | 0.00% | New | 44 | $3K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -1.0% | 44 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -0.2% | 39 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | New | 39 | $3K |
| Atwood & Palmer Inc. | 0.00% | Reduce -0.8% | 37 | $2K |
| Paladin Partners, LLC | 0.00% | — | 32 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 31 | $2K |
| Motiv8 Investments LLC | 0.00% | New | 26 | $2K |
| Covestor Ltd | 0.00% | Reduce -3.0% | 25 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 30 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -1.1% | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.7% | 28 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 27 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -1.0% | 22 | $1K |
| Gold Investment Management Ltd. | 0.00% | Reduce -5.5% | 21 | $1K |
| Ares Financial Consulting, LLC | 0.00% | — | 20 | $1K |
| Comprehensive Financial Planning, Inc. | 0.00% | Reduce -2.1% | 20 | $1K |
| West Financial Advisors, LLC | 0.00% | New | 19 | $1K |
| Danske Bank A/S | 0.00% | New | 19 | $1K |
| WealthCollab, LLC | 0.00% | No change | 16 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -0.7% | 15 | $981 |
| Richardson Financial Services Inc. | 0.00% | Reduce -67.8% | 177 | $954 |
| Elevated Capital Advisors, LLC | 0.00% | New | 14 | $916 |
| Bfsg, LLC | 0.00% | New | 13 | $851 |
| Caitlin John, LLC | 0.00% | Reduce -2.5% | 13 | $850 |
| Quent Capital, LLC | 0.00% | Reduce -2.5% | 13 | $850 |
| Fairman Group, LLC | 0.00% | Reduce -52.4% | 11 | $719 |
| Robbins Farley | 0.00% | Reduce -10.0% | 8 | $524 |
| Kilter Group LLC | 0.00% | Reduce -47.0% | 8 | $524 |
| Turning Point Benefit Group, Inc. | 0.00% | Reduce -10.0% | 8 | $523 |
| Strategic Advocates LLC | 0.00% | Reduce -3.5% | 6 | $394 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 5 | $327 |
| Toth Financial Advisory Corp. | 0.00% | New | 2 | $131 |
| Walleye Capital LLC | 0.00% | Reduce -99.8% | 1 | $65 |
"% of holder's portfolio" is UL's weight in each manager's 13F, not the share of Unilever PLC-Sponsored ADR the manager owns.