iShares Core Dividend GrowthDGROETF
13F holders, Q4 2024 (December 31)1,122holders +77
73new positions
59sold out
4famous investors
$61.37avg. 13F price*
At the end of Q4 2024, 1,122 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 77 from Q3 2024. 73 opened new positions and 59 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.1B) and Wealthfront Advisers LLC ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $57.4M |
| Exits | 59 | $89.7M |
All 13F filers, Q3 2024 → Q4 2024: 19,651,161 shares bought and 14,752,354 shares sold, net +4,898,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,122 holders
| Morgan Stanley | 0.08% | Reduce -0.1% | 18,412,496 | $1.1B |
| Bank of America Corp. | 0.10% | Add +3.9% | 18,265,578 | $1.1B |
| Wealthfront Advisers LLC | 3.11% | Add +70.1% | 17,335,594 | $1.1B |
| LPL Financial LLC | 0.37% | Add +10.4% | 14,756,281 | $905.2M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -7.0% | 10,660,671 | $653.9M |
| Raymond James Financial Inc. | 0.23% | — | 10,055,816 | $616.8M |
| FMR LLC | 0.03% | Reduce -0.6% | 7,773,643 | $476.8M |
| Commonwealth Equity Services, LLC | 0.70% | Add +9.5% | 7,766,539 | $476.4M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -1.9% | 7,690,344 | $471.7M |
| Capital Investment Advisors, LLC | 9.37% | Add +2.5% | 7,495,566 | $459.8M |
| Ameriprise Financial Inc. | 0.12% | Add +0.2% | 7,336,102 | $450.0M |
| Wells Fargo & Company | 0.09% | Add +17.7% | 6,198,943 | $380.2M |
| Royal Bank of Canada | 0.08% | Add +2.7% | 5,937,504 | $364.2M |
| BlackRock, Inc. | 0.01% | Reduce -41.9% | 5,400,312 | $331.3M |
| UBS Group AG | 0.07% | Add +4.1% | 4,759,938 | $292.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.2% | 4,391,859 | $269.4M |
| Jones Financial Companies LLLP | 0.25% | Add +36.6% | 4,224,958 | $259.2M |
| MML Investors Services, LLC | 0.81% | Add +1.3% | 3,846,565 | $235.9M |
| JPMorgan Chase & Co. | 0.02% | Add +2.2% | 3,378,330 | $207.2M |
| HighTower Advisors, LLC | 0.27% | Add +4.3% | 3,243,986 | $199.0M |
| Truist Financial Corp. | 0.30% | Add +4.2% | 3,142,056 | $192.7M |
| Mariner, LLC | 0.31% | Add +41.2% | 3,050,311 | $187.1M |
| Stifel Financial Corp. | 0.14% | Add +6.0% | 2,247,827 | $137.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +14.2% | 2,042,028 | $125.3M |
| Cetera Investment Advisers | 0.26% | Reduce -5.6% | 2,001,793 | $122.8M |
| Avior Wealth Management, LLC | 3.90% | Add +2.9% | 1,737,706 | $106.6M |
| Osaic Holdings, Inc. | 0.23% | Reduce -8.3% | 1,657,956 | $101.1M |
| First Command Advisory Services, Inc. | 0.88% | Reduce -0.6% | 1,515,932 | $93.0M |
| Northeast Financial Consultants Inc | 3.75% | Add +2.7% | 1,448,441 | $88.8M |
| American Trust | 6.58% | Reduce -1.5% | 1,409,258 | $86.4M |
| Smith Anglin Financial, LLC | 8.09% | Add +4.4% | 1,405,839 | $86.2M |
| Ledyard National Bank | 8.10% | Add +3.8% | 1,403,210 | $86.1M |
| Strategies Wealth Advisors, LLC | 9.54% | Add +9.2% | 1,205,081 | $76.6M |
| ProVise Management Group, LLC | 6.51% | Add +1.0% | 1,238,385 | $76.0M |
| Gratus Wealth Advisors, LLC | 11.77% | Add +6.9% | 1,199,535 | $73.6M |
| Private Advisor Group, LLC | 0.39% | Add +7.0% | 1,127,122 | $69.1M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +4.0% | 1,004,154 | $61.6M |
| TD Private Client Wealth LLC | 1.67% | Add +19.6% | 975,785 | $59.9M |
| Seven Springs Wealth Group, LLC | 22.58% | Reduce -0.8% | 964,702 | $59.2M |
| Baird Financial Group, Inc. | 0.11% | Add +0.2% | 959,712 | $58.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -48.2% | 938,710 | $57.6M |
| Sanctuary Advisors, LLC | 0.36% | Reduce -1.6% | 889,168 | $56.7M |
| First Business Financial Services, Inc. | 5.49% | Add +0.7% | 904,501 | $55.5M |
| Madison Wealth Partners, Inc | 15.34% | Add +6.0% | 894,675 | $54.9M |
| Bogart Wealth, LLC | 2.44% | Reduce -0.8% | 839,269 | $51.5M |
| Focus Partners Wealth | 0.13% | Add +56.8% | 806,904 | $49.5M |
| Confluence Wealth Services, Inc. | 3.19% | Add +10.0% | 773,539 | $49.0M |
| Correct Capital Wealth Management | 9.61% | Add +1.2% | 786,806 | $48.3M |
| Stonebridge Financial Group, LLC | 4.89% | — | 723,648 | $44.4M |
| Captrust Financial Advisors | 0.13% | Reduce -0.3% | 714,870 | $43.9M |
| Auto-Owners Insurance Co | 0.96% | Add +34.0% | 689,500 | $42.3M |
| Conservest Capital Advisors, Inc. | 4.34% | Reduce -14.4% | 684,389 | $42.0M |
| Steward Partners Investment Advisory, LLC | 0.35% | Add +4.0% | 649,553 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +18.5% | 614,583 | $37.7M |
| Sigma Planning Corp | 1.16% | Reduce -6.9% | 604,730 | $37.1M |
| Oppenheimer & Co. Inc. | 0.54% | Add +4.3% | 589,131 | $36.1M |
| O'Dell Group, LLC | 8.15% | Reduce -0.8% | 588,517 | $36.1M |
| NewEdge Advisors, LLC | 0.22% | Add +14.7% | 588,502 | $36.1M |
| Vestmark Advisory Solutions, Inc. | 1.24% | Reduce -4.4% | 588,250 | $36.1M |
| Ritter Daniher Financial Advisory LLC / DE | 9.75% | Add +6.1% | 563,089 | $34.5M |
| J.W. Cole Advisors, Inc. | 1.39% | Add +11.0% | 562,126 | $34.5M |
| D'Orazio & Associates, Inc. | 5.05% | Reduce -3.1% | 558,371 | $34.3M |
| Legacy Financial Strategies, LLC | 7.16% | Add +1.6% | 544,345 | $33.3M |
| Comerica Bank | 0.13% | Reduce -9.8% | 540,278 | $33.1M |
| Vaughan David Investments LLC | 0.77% | Add +1.8% | 527,604 | $32.4M |
| Janney Montgomery Scott LLC | 0.09% | Add +4.9% | 520,941 | $32.0M |
| Wolff Financial Management LLC | 8.66% | Reduce -0.3% | 508,917 | $31.2M |
| XML Financial, LLC | 2.83% | Add +7.0% | 503,935 | $30.9M |
| Waverly Advisors, LLC | 0.47% | Add +163.3% | 490,954 | $30.1M |
| Silver Coast Investments LLC | 11.10% | Reduce -9.9% | 478,425 | $29.3M |
| Dagco, Inc. | 9.42% | Add +22.6% | 463,812 | $28.5M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -6.3% | 425,713 | $26.1M |
| Altus Wealth Management, LLC | 11.60% | Add +2.5% | 422,929 | $25.9M |
| Provident Wealth Management, LLC | 8.40% | Add +5.4% | 410,593 | $25.2M |
| FFT Wealth Management LLC | 1.87% | Add +35.0% | 404,565 | $24.8M |
| Fifth Third Securities, Inc. | 2.10% | Reduce -0.1% | 404,016 | $24.8M |
| Compass Ion Advisors, LLC | 2.87% | Add +1.9% | 394,925 | $24.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +171.3% | 386,293 | $23.7M |
| Stratos Wealth Partners, LTD. | 0.33% | Reduce -0.7% | 377,032 | $23.1M |
| Summit Investment Advisory Services, LLC | 11.64% | Reduce -1.6% | 367,949 | $22.6M |
| Atria Investments, Inc | 0.27% | Reduce -5.2% | 355,081 | $21.8M |
| Litman Gregory Wealth Management LLC | 1.86% | Add +102.2% | 350,453 | $21.5M |
| Meridian Financial Partners LLC | 11.32% | Add +8.3% | 349,463 | $21.4M |
| Consilio Wealth Advisors, LLC | 8.76% | Add +1.4% | 349,261 | $21.4M |
| Capital Planning LLC | 5.61% | Add +1.3% | 348,827 | $21.4M |
| Regions Financial Corp. | 0.15% | Add +0.9% | 343,026 | $21.0M |
| Equitable Holdings, Inc. | 0.20% | Add +7.5% | 341,006 | $20.9M |
| Alliance Wealth Advisors, LLC | 11.92% | Add +3.4% | 338,946 | $20.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +8.9% | 337,519 | $20.7M |
| Regent Peak Wealth Advisors LLC | 4.61% | Add +40.4% | 334,576 | $20.5M |
| Vicus Capital | 1.82% | Add +1.4% | 333,389 | $20.5M |
| Sterling Manor Financial, LLC | 13.88% | Reduce -1.4% | 324,412 | $19.9M |
| WealthPlan Investment Management, LLC | 1.92% | Add +17.7% | 317,471 | $19.5M |
| Wealth Group Ltd | 5.58% | Add +1.4% | 314,584 | $19.3M |
| Choreo, LLC | 0.27% | Add +1.4% | 310,310 | $19.0M |
| LGL Partners, LLC | 2.76% | Add +0.2% | 309,894 | $19.0M |
| Allegheny Financial Group | 4.88% | Add +1.6% | 309,010 | $19.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -79.3% | 307,958 | $18.9M |
| Atlas Private Wealth Advisors | 2.67% | Add +13.7% | 306,415 | $18.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.63% | Add +2.3% | 305,245 | $18.7M |
| Gimbal Financial | 14.47% | Reduce -31.9% | 288,217 | $17.7M |
| Custos Family Office, LLC | 6.07% | Add +5.7% | 283,009 | $17.4M |
| KOM Wealth Management Group, LLC | 12.68% | Add +2.2% | 280,057 | $17.2M |
| JGP Wealth Management, LLC | 2.22% | Add +2.5% | 279,934 | $17.2M |
| Capital Advisors, Ltd. LLC | 2.13% | Add +1.2% | 275,295 | $16.9M |
| WealthPLAN Partners, LLC | 2.38% | Reduce -11.4% | 273,507 | $16.8M |
| Park Avenue Securities LLC | 0.17% | Reduce -3.9% | 273,365 | $16.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -53.1% | 270,702 | $16.6M |
| TBH Global Asset Management, LLC | 3.92% | Reduce -13.5% | 269,710 | $16.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.16% | Add +4.7% | 268,800 | $16.5M |
| Eagle Strategies LLC | 2.85% | Add +4.5% | 268,427 | $16.5M |
| Well Done, LLC | 2.99% | No change | 261,000 | $16.4M |
| Morton Community Bank | 4.31% | Add +2.2% | 266,265 | $16.3M |
| DAVENPORT & Co LLC | 0.10% | Add +2.9% | 264,762 | $16.2M |
| MAI Capital Management | 0.12% | Add +1.5% | 262,593 | $16.1M |
| W1M Asset Management Ltd | 1.36% | No change | 260,961 | $16.0M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -3.2% | 260,745 | $16.0M |
| Rooted Wealth Advisors, Inc. | 6.13% | Add +0.8% | 256,076 | $15.7M |
| Scott Capital Advisors, LLC | 4.46% | Add +5.3% | 254,804 | $15.5M |
| Flagstar Securities, Inc. | 3.81% | Reduce -0.2% | 249,383 | $15.3M |
| Smith Chas P & Associates Pa Cpas | 0.87% | Add +7.3% | 248,039 | $15.2M |
| Crumly & Associates Inc. | 4.14% | Add +2.2% | 247,746 | $15.2M |
| Concord Wealth Partners | 2.43% | Reduce -3.4% | 241,980 | $14.8M |
| Colonial Trust Advisors | 1.28% | Add +6.6% | 236,263 | $14.5M |
| Dynamic Advisor Solutions LLC | 0.62% | Reduce -0.9% | 232,735 | $14.3M |
| &partners | 0.17% | Add +4.1% | 232,056 | $14.2M |
| Integrated Wealth Concepts LLC | 0.17% | Add +10.4% | 231,934 | $14.2M |
| HB Wealth Management, LLC | 0.14% | Reduce -0.1% | 230,320 | $14.1M |
| PFS Partners, LLC | 7.69% | Reduce -0.4% | 230,202 | $14.1M |
| Ridgecrest Wealth Partners, LLC | 7.60% | Reduce -0.0% | 228,469 | $14.0M |
| Creative Planning | 0.01% | Add +20.5% | 227,230 | $13.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -46.2% | 225,729 | $13.8M |
| Capital Analysts, LLC | 0.55% | Add +0.4% | 225,002 | $13.8M |
| Jackson Wealth Management, LLC | 1.53% | Add +2.7% | 220,350 | $13.5M |
| Mutual Advisors, LLC | 0.38% | Reduce -11.2% | 208,052 | $13.0M |
| Savant Capital, LLC | 0.10% | Reduce -12.3% | 210,376 | $12.9M |
| Assetmark, Inc. | 0.04% | Add +14.2% | 210,211 | $12.9M |
| Powers Advisory Group, LLC | 6.42% | Add +1.6% | 208,916 | $12.8M |
| Concord Asset Management, LLC | 2.80% | Add +4.7% | 207,868 | $12.8M |
| Philip James Wealth Mangement, LLC | 1.69% | Add +1.8% | 205,155 | $12.6M |
| Brass Tax Wealth Management, Inc. | 2.64% | Add +13.7% | 204,775 | $12.6M |
| Tandem Wealth Advisors LLC | 6.40% | Reduce -3.2% | 204,461 | $12.5M |
| IFS Advisors, LLC | 9.84% | Reduce -0.0% | 204,037 | $12.5M |
| Natixis Advisors, LLC | 0.02% | Add +19.5% | 203,262 | $12.5M |
| Princeton Global Asset Management LLC | 2.32% | Add +11.0% | 202,273 | $12.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.85% | Add +1.6% | 199,756 | $12.3M |
| Journey Advisory Group, LLC | 1.46% | No change | 211,229 | $12.2M |
| Apexium Financial, LP | 0.73% | Reduce -0.4% | 195,331 | $12.0M |
| Cypress Financial Planning LLC | 4.38% | Reduce -0.9% | 194,588 | $11.9M |
| Legacy Financial Advisors, Inc. | 1.97% | Reduce -2.3% | 193,784 | $11.9M |
| Alternative Investment Advisors, LLC. | 6.19% | Reduce -0.0% | 193,422 | $11.9M |
| Beaumont Financial Advisors, LLC | 0.88% | Add +3.3% | 191,073 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.70% | Reduce -1.1% | 187,203 | $11.5M |
| Meridian Wealth Management, LLC | 0.54% | Add +1.4% | 185,834 | $11.4M |
| Verus Capital Partners, LLC | 1.09% | Add +2.3% | 185,731 | $11.4M |
| Argent Advisors, Inc. | 4.20% | Add +4.3% | 184,632 | $11.3M |
| EverSource Wealth Advisors, LLC | 0.64% | Add +2.5% | 184,254 | $11.3M |
| Objectivity Squared, LLC | 7.78% | Add +1.2% | 185,092 | $11.2M |
| FC Advisory LLC | 3.73% | Add +1.4% | 181,453 | $11.1M |
| PSI Advisors, LLC | 3.30% | Reduce -3.7% | 181,065 | $11.1M |
| Gallagher Fiduciary Advisors, LLC | 2.16% | Reduce -10.3% | 179,983 | $11.0M |
| First Horizon Advisors, Inc. | 0.31% | Add +2.9% | 179,386 | $11.0M |
| Allworth Financial LP | 0.06% | Reduce -1.6% | 174,069 | $10.9M |
| DDFG, Inc | 3.14% | Add +6.6% | 177,527 | $10.9M |
| Strategic Wealth Partners, Ltd. | 0.90% | Reduce -6.5% | 169,702 | $10.9M |
| SOA Wealth Advisors, LLC. | 2.00% | Reduce -2.9% | 177,242 | $10.9M |
| Stratos Investment Management, LLC | 0.64% | Add +58.1% | 173,024 | $10.6M |
| FourThought Financial Partners, LLC | 1.10% | Add +33.9% | 172,725 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -8.8% | 172,504 | $10.6M |
| Sound View Wealth Advisors Group, LLC | 0.85% | Reduce -1.2% | 172,195 | $10.6M |
| Capital Investment Advisory Services, LLC | 1.01% | Reduce -1.3% | 171,122 | $10.5M |
| 4J Wealth Management LLC | 8.49% | Add +7.3% | 170,960 | $10.5M |
| Modus Advisors, LLC | 3.26% | Add +1.5% | 169,851 | $10.4M |
| Quadrature Capital Ltd | 0.21% | New | 169,785 | $10.4M |
| Perritt Capital Management Inc | 5.39% | Add +0.6% | 169,169 | $10.4M |
| LifeGoal Investments, LLC | 11.24% | — | 168,886 | $10.4M |
| National Bank of Canada | 0.01% | Add +5.9% | 168,390 | $10.3M |
| WealthShield Partners, LLC | 1.46% | Reduce -20.9% | 167,884 | $10.3M |
| Premier Path Wealth Partners, LLC | 1.54% | Add +3.6% | 164,508 | $10.1M |
| Cornerstone Wealth Management, LLC | 0.68% | Add +0.3% | 163,263 | $10.0M |
| Knightsbridge Asset Management, LLC | 2.34% | Add +4.0% | 162,084 | $9.9M |
| Accel Wealth Management | 3.77% | Add +2.5% | 162,033 | $9.9M |
| Forte Asset Management LLC | 5.27% | Add +0.1% | 161,888 | $9.9M |
| Patriot Financial Group Insurance Agency, LLC | 1.31% | Add +1.4% | 159,089 | $9.8M |
| Freedom Investment Management, Inc. | 0.80% | Reduce -1.8% | 157,776 | $9.7M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -4.3% | 154,358 | $9.5M |
| Sagespring Wealth Partners, LLC | 0.25% | — | 153,101 | $9.4M |
| Prospera Financial Services Inc | 0.22% | Add +0.3% | 152,937 | $9.4M |
| Buck Wealth Strategies, LLC | 1.94% | Add +54.4% | 152,044 | $9.3M |
| Stratos Wealth Advisors, LLC | 0.45% | Reduce -41.1% | 151,992 | $9.3M |
| Colonial Trust Co / SC | 1.38% | Add +3.3% | 151,478 | $9.3M |
| Fairway Financial, LLC | 8.39% | — | 149,842 | $9.2M |
| Foundations Investment Advisors, LLC | 0.18% | Add +3.4% | 149,091 | $9.1M |
| Shepherd Financial Partners LLC | 1.08% | Reduce -1.7% | 147,404 | $9.0M |
| Kingsview Wealth Management, LLC | 0.18% | Add +5.5% | 146,685 | $9.0M |
| Essex Financial Services, Inc. | 0.63% | Add +4.8% | 145,562 | $8.9M |
| Monterey Private Wealth, Inc. | 2.92% | Reduce -4.8% | 144,363 | $8.9M |
| Global Retirement Partners, LLC | 0.25% | Add +8.7% | 142,733 | $8.8M |
| Baker Avenue Asset Management, LP | 0.27% | Add +3.5% | 142,506 | $8.7M |
| Gladstone Institutional Advisory LLC | 0.41% | Add +0.3% | 142,485 | $8.7M |
| BBR Partners, LLC | 0.59% | Add +0.1% | 137,641 | $8.4M |
| Citigroup Inc. | 0.01% | Reduce -0.4% | 137,381 | $8.4M |
| TriaGen Wealth Management LLC | 2.77% | Add +1.4% | 134,226 | $8.2M |
| Arkadios Wealth Advisors | 0.45% | Reduce -0.4% | 133,751 | $8.2M |
| Davidson Investment Advisors | 0.39% | Reduce -9.6% | 131,728 | $8.1M |
| TD Waterhouse Canada Inc. | 0.06% | Add +16.0% | 130,785 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -14.4% | 123,996 | $7.9M |
| Integrated Advisors Network LLC | 0.37% | Add +14.6% | 126,888 | $7.8M |
| EP Wealth Advisors, LLC | 0.06% | Add +53.3% | 126,742 | $7.8M |
| Physician Wealth Advisors, Inc. | 1.30% | Reduce -0.5% | 125,746 | $7.7M |
| Mill Creek Capital Advisors, LLC | 0.18% | Add +0.2% | 122,091 | $7.5M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +0.7% | 121,301 | $7.4M |
| Royal Fund Management, LLC | 0.80% | Add +2.2% | 119,656 | $7.4M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Reduce -2.1% | 118,596 | $7.3M |
| Ieq Capital, LLC | 0.07% | Add +1.4% | 118,126 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -16.2% | 117,368 | $7.2M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -16.2% | 117,368 | $7.2M |
| Yarger Wealth Strategies, LLC | 4.14% | Add +3.5% | 117,011 | $7.2M |
| Arkos Global Advisors | 1.05% | Reduce -0.4% | 116,500 | $7.1M |
| D.A. Davidson & Co. | 0.06% | Reduce -0.1% | 116,459 | $7.1M |
| Meridian Financial Advisors, LLC | 4.89% | Add +2.2% | 115,432 | $7.1M |
| Eastern Bank | 0.13% | Reduce -1.0% | 115,263 | $7.1M |
| Prosperity Consulting Group, LLC | 0.53% | Add +19.4% | 115,168 | $7.1M |
| Lineweaver Wealth Advisors, LLC | 1.30% | Add +0.7% | 115,023 | $7.1M |
| Matisse Capital | 3.59% | Reduce -13.1% | 114,997 | $7.1M |
| Cresset Asset Management, LLC | 0.03% | Reduce -23.4% | 114,386 | $7.0M |
| Eq LLC | 3.24% | Reduce -43.7% | 112,452 | $6.9M |
| Houlihan Financial Resource Group, Ltd. | 2.93% | Reduce -0.1% | 112,114 | $6.9M |
| Capital Investment Counsel, LLC | 1.15% | Reduce -1.8% | 111,858 | $6.9M |
| ADG Wealth Management Group, LLC | 6.06% | — | 111,199 | $6.8M |
| Asset Dedication, LLC | 0.53% | Reduce -17.8% | 110,417 | $6.8M |
| Aprio Wealth Management, LLC | 0.99% | Reduce -1.3% | 110,311 | $6.8M |
| TrinityPoint Wealth, LLC | 0.95% | Reduce -0.4% | 109,991 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -66.4% | 109,892 | $6.7M |
| Advisory Services Network, LLC | 0.12% | Reduce -5.2% | 108,421 | $6.7M |
| Graypoint LLC | 0.40% | Add +2.1% | 108,188 | $6.6M |
| Connecticut Wealth Management, LLC | 0.32% | No change | 107,775 | $6.6M |
| Autumn Glory Partners, LLC | 3.22% | Reduce -0.9% | 106,894 | $6.6M |
| Strategic Equity Management | 2.71% | Add +8.1% | 105,044 | $6.4M |
| Gunma Bank,Ltd. | 2.13% | Add +6.1% | 105,000 | $6.4M |
| Alhambra Investment Management LLC | 3.25% | Add +16.7% | 103,411 | $6.3M |
| First National Corp. /Ma/ | 1.43% | Add +1.1% | 102,984 | $6.3M |
| Thrive Capital Management, LLC | 2.87% | Reduce -23.9% | 102,047 | $6.3M |
| Stonebridge Financial Planning Group, LLC | 2.78% | Add +2.9% | 101,388 | $6.2M |
| HF Advisory Group, LLC | 2.84% | Add +2.0% | 100,557 | $6.2M |
| Talisman Wealth Advisors LLC | 6.54% | Add +12.0% | 100,499 | $6.2M |
| Principal Securities, Inc. | 0.14% | Reduce -4.2% | 100,236 | $6.1M |
| Hoese & Co LLP | 5.32% | Add +28.0% | 99,875 | $6.1M |
| Independent Advisor Alliance | 0.08% | New | 99,687 | $6.1M |
| Glen Eagle Advisors, LLC | 1.01% | Add +4.3% | 99,038 | $6.1M |
| Stephens Consulting, LLC | 1.52% | Add +18.6% | 98,836 | $6.1M |
| Stephens Inc. | 0.09% | Add +5.4% | 98,763 | $6.1M |
| Merit Financial Group, LLC | 0.11% | Reduce -14.3% | 98,411 | $6.0M |
| Crews Bank & Trust | 1.00% | — | 96,741 | $5.9M |
| Wela Strategies, Inc. | 2.53% | Add +0.8% | 95,820 | $5.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +399.3% | 95,109 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -0.6% | 94,625 | $5.8M |
| Towercrest Capital Management | 0.94% | Add +0.2% | 94,445 | $5.8M |
| Flagship Wealth Advisors, LLC | 3.38% | — | 93,641 | $5.7M |
| Quad-Cities Investment Group, LLC | 2.82% | Add +1.2% | 93,627 | $5.7M |
| Hubbell Strickland Wealth Management, LLC | 2.72% | Add +1.5% | 93,387 | $5.7M |
| Gotham Asset Management | 0.05% | Add +24.1% | 93,152 | $5.7M |
| Csenge Advisory Group | 0.31% | Add +1.4% | 92,394 | $5.7M |
| Integrated Investment Consultants, LLC | 1.17% | Reduce -1.7% | 92,279 | $5.7M |
| Valmark Advisers, Inc. | 0.09% | Add +11.0% | 92,268 | $5.7M |
| Scissortail Wealth Management, LLC | 1.44% | New | 92,003 | $5.6M |
| Professional Financial Advisors, LLC | 1.44% | Add +0.0% | 91,888 | $5.6M |
| Johnson & White Wealth Management, LLC | 3.33% | Add +3.2% | 90,081 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -1.6% | 89,253 | $5.5M |
| NewEdge Wealth, LLC | 0.09% | Reduce -0.6% | 89,152 | $5.5M |
| Parsons Capital Management Inc. | 0.30% | Reduce -1.3% | 88,940 | $5.5M |
| Smith, Moore & Co. | 0.50% | Add +2.5% | 88,619 | $5.4M |
| AtlasMark Financial, Inc | 4.83% | Reduce -0.4% | 85,623 | $5.3M |
| Mgo One Seven LLC | 0.20% | Reduce -20.4% | 84,525 | $5.2M |
| Redhawk Wealth Advisors, Inc. | 0.69% | Reduce -2.7% | 83,805 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +4.8% | 82,650 | $5.1M |
| Visionary Wealth Advisors | 0.29% | Reduce -1.7% | 81,837 | $5.0M |
| Sunbelt Securities, Inc. | 0.44% | Add +0.7% | 81,514 | $5.0M |
| KPP Advisory Services LLC | 1.16% | Reduce -54.4% | 79,946 | $4.9M |
| Cascade Financial Partners, LLC | 0.63% | Add +0.5% | 79,199 | $4.9M |
| Arete Wealth Advisors, LLC | 0.35% | Add +0.7% | 79,149 | $4.8M |
| Pacific Financial Group Inc. | 3.57% | Reduce -4.5% | 78,430 | $4.8M |
| Sheets Smith Wealth Management | 0.57% | Add +42.7% | 76,718 | $4.7M |
| JPL Wealth Management, LLC | 1.35% | — | 76,601 | $4.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.63% | Add +2.8% | 76,028 | $4.7M |
| ORG Partners LLC | 0.64% | Reduce -5.0% | 75,337 | $4.6M |
| Red Tortoise LLC | 2.38% | Add +0.7% | 73,927 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +358.2% | 73,786 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -0.8% | 72,792 | $4.5M |
| Pinnacle Associates Ltd. | 0.06% | Add +9.6% | 72,604 | $4.5M |
| Compass Capital Corp. /Ma/ | 1.74% | — | 70,433 | $4.5M |
| Innovative Wealth Building LLC | 4.00% | — | 72,124 | $4.4M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +30.1% | 71,758 | $4.4M |
| Forbes Financial Planning, Inc. | 2.09% | Reduce -0.3% | 70,336 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -8.9% | 69,757 | $4.3M |
| Marino, Stram & Associates LLC | 0.95% | Add +0.7% | 69,910 | $4.3M |
| Tranquility Partners, LLC | 1.61% | Reduce -2.4% | 69,407 | $4.3M |
| Concourse Financial Group Securities, Inc. | 0.24% | Reduce -28.9% | 67,817 | $4.3M |
| Vista Cima Wealth Management LLC | 4.43% | — | 69,472 | $4.3M |
| Family Legacy, Inc. | 1.44% | Reduce -0.6% | 69,276 | $4.3M |
| WBH Advisory Inc. | 0.38% | Reduce -19.2% | 66,996 | $4.1M |
| Ameritas Advisory Services, LLC | 0.14% | Add +111.5% | 66,795 | $4.1M |
| Cwm, LLC | 0.02% | Reduce -1.8% | 66,408 | $4.1M |
| Beam Wealth Advisors, Inc. | 1.29% | Reduce -6.5% | 66,395 | $4.1M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | New | 65,510 | $4.0M |
| Herold Advisors, Inc. | 0.87% | Reduce -5.3% | 65,080 | $4.0M |
| LexAurum Advisors, LLC | 0.79% | Reduce -2.5% | 64,691 | $4.0M |
| AssuredPartners Investment Advisors, LLC | 0.77% | — | 64,624 | $4.0M |
| IHT Wealth Management, LLC | 0.13% | Reduce -17.8% | 64,117 | $3.9M |
| Beacon Bridge Wealth Partners, LLC | 1.66% | Reduce -6.1% | 63,703 | $3.9M |
| Fermata Advisors, LLC | 0.72% | Reduce -13.7% | 62,461 | $3.8M |
| Marshall Financial Group, LLC | 0.92% | Add +1.2% | 62,024 | $3.8M |
| Blair William & Co. | 0.01% | Reduce -1.8% | 62,003 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Add +7.4% | 61,971 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +14.6% | 61,840 | $3.8M |
| AE Wealth Management LLC | 0.03% | Reduce -47.8% | 60,774 | $3.7M |
| Hilltop Holdings Inc. | 0.24% | Reduce -33.5% | 60,728 | $3.7M |
| Financial Advocates Investment Management | 0.21% | Add +1.3% | 59,497 | $3.7M |
| Smith Thornton Advisors LLC | 2.31% | Reduce -1.3% | 59,697 | $3.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 58,087 | $3.6M |
| Strategic Financial Concepts, LLC | 0.68% | Add +162.1% | 58,049 | $3.6M |
| Kohmann Bosshard Financial Services, LLC | 0.43% | No change | 58,030 | $3.6M |
| 180 Wealth Advisors, LLC | 0.55% | Reduce -7.2% | 57,396 | $3.5M |
| IFP Advisors, Inc | 0.11% | Add +14.3% | 57,122 | $3.5M |
| GAMMA Investing LLC | 0.30% | Add +0.3% | 56,440 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +2.1% | 56,215 | $3.4M |
| Prism Advisors, Inc. | 1.02% | Reduce -31.9% | 55,217 | $3.4M |
| Keystone Financial Group | 0.33% | Add +1.1% | 55,180 | $3.4M |
| Stillwater Wealth Management Group | 3.03% | — | 54,943 | $3.4M |
| World Investment Advisors | 0.09% | Add +47.6% | 54,689 | $3.4M |
| Good Life Advisors, LLC | 0.24% | Add +18.5% | 54,623 | $3.4M |
| First Foundation Advisors | 0.12% | Add +19.7% | 53,954 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +48.0% | 53,952 | $3.3M |
| Riverbend Wealth Management, LLC | 2.93% | — | 53,558 | $3.3M |
| Jane Street Group, LLC | 0.01% | New | 53,529 | $3.3M |
| Twelve Points Wealth Management LLC | 0.93% | Reduce -2.6% | 52,768 | $3.2M |
| MBE Wealth Management, LLC | 1.81% | Reduce -2.5% | 52,427 | $3.2M |
| Lantern Wealth Advisors, LLC | 2.08% | Reduce -7.0% | 52,316 | $3.2M |
| Guidance Point Advisors, LLC | 0.94% | Reduce -2.2% | 52,256 | $3.2M |
| Forza Wealth Management, LLC | 1.45% | Add +0.1% | 51,993 | $3.2M |
| Financial Perspectives, Inc | 1.06% | Add +2.4% | 51,640 | $3.2M |
| Moneywise, Inc. | 1.57% | Add +18.0% | 51,099 | $3.1M |
| Measured Wealth Private Client Group, LLC | 1.01% | Reduce -6.8% | 51,072 | $3.1M |
| Intellus Advisors LLC | 0.54% | — | 50,843 | $3.1M |
| Ring Mountain Capital, LLC | 2.09% | — | 50,751 | $3.1M |
| Weaver Consulting Group | 0.94% | Reduce -0.6% | 49,963 | $3.1M |
| StoneX Group Inc. | 0.17% | Add +7.6% | 49,886 | $3.1M |
| Leigh Baldwin & Co., LLC | 2.55% | — | 49,224 | $3.0M |
| Milestone Asset Management Group, LLC | 2.66% | — | 48,528 | $3.0M |
| Howe & Rusling Inc. | 0.26% | Reduce -6.9% | 48,265 | $3.0M |
| Samalin Investment Counsel, LLC | 1.27% | Add +6.8% | 48,049 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +0.5% | 47,916 | $2.9M |
| Western Wealth Management, LLC | 0.16% | Add +19.0% | 47,631 | $2.9M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -36.8% | 47,318 | $2.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.73% | Reduce -0.5% | 47,272 | $2.9M |
| D. E. Shaw & Co. | 0.00% | New | 47,123 | $2.9M |
| RFG Advisory, LLC | 0.08% | Add +3.1% | 46,849 | $2.9M |
| Harbor Investment Advisory, LLC | 0.27% | Add +4.0% | 46,599 | $2.9M |
| Brown Advisory Inc. | 0.00% | Reduce -4.3% | 46,486 | $2.9M |
| Independent Financial Group, LLC | 0.09% | Add +0.7% | 46,113 | $2.8M |
| Goldstone Financial Group, LLC | 0.44% | Add +8.2% | 46,103 | $2.8M |
| Benjamin Edwards Inc. | 0.04% | Add +10.3% | 45,304 | $2.8M |
| Oak Asset Management, LLC | 1.01% | Add +0.3% | 44,617 | $2.7M |
| Bonfire Financial | 2.46% | — | 44,311 | $2.7M |
| Synovus Financial Corp. | 0.03% | Reduce -8.1% | 43,659 | $2.7M |
| Money Concepts Capital Corp. | 0.20% | Add +346.9% | 43,542 | $2.7M |
| HBW Advisory Services LLC | 0.27% | Reduce -1.4% | 43,242 | $2.7M |
| FSC Wealth Advisors, LLC | 1.70% | No change | 43,173 | $2.6M |
| Spirepoint Private Client, LLC | 0.33% | Add +6.5% | 42,896 | $2.6M |
| Cambridge Financial Group, LLC | 1.12% | Reduce -1.9% | 42,891 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 1.16% | Reduce -1.6% | 42,693 | $2.6M |
| MFA Wealth Services | 2.10% | — | 42,657 | $2.6M |
| EPG Wealth Management LLC | 0.68% | Add +1.7% | 41,939 | $2.6M |
| Echo Wealth Management, LLC | 1.77% | Add +0.0% | 41,776 | $2.6M |
| KCM Investment Advisors LLC | 0.09% | Add +2.7% | 41,518 | $2.5M |
| Guidance Capital, Inc. | 0.78% | Reduce -8.2% | 40,121 | $2.5M |
| Maiden Cove Capital, LLC | 3.84% | Add +1.9% | 40,920 | $2.5M |
| Creative Financial Designs Inc. | 0.20% | Reduce -2.8% | 40,730 | $2.5M |
| Verdence Capital Advisors LLC | 0.20% | Add +2.5% | 40,674 | $2.5M |
| Leo Wealth, LLC | 0.22% | Reduce -0.6% | 40,361 | $2.5M |
| Old Mission Investment Co LLC | 0.74% | Add +0.6% | 40,241 | $2.5M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -6.2% | 40,193 | $2.5M |
| Larson Financial Group LLC | 0.13% | Add +5.6% | 40,175 | $2.5M |
| GSG Advisors LLC | 0.77% | Add +11.6% | 39,959 | $2.5M |
| Citadel Advisors | 0.00% | Add +37.6% | 39,929 | $2.4M |
| Townsquare Capital LLC | 0.03% | Reduce -7.0% | 39,753 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Add +2.2% | 38,569 | $2.4M |
| Insight Advisors, LLC/ PA | 0.40% | Reduce -2.0% | 37,913 | $2.3M |
| Cibc World Market Inc. | 0.01% | Add +14.3% | 37,534 | $2.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.48% | Reduce -0.4% | 37,488 | $2.3M |
| Brio Consultants, LLC | 0.36% | Reduce -4.8% | 37,459 | $2.3M |
| Centricity Wealth Management, LLC | 2.13% | — | 37,172 | $2.3M |
| Invst, LLC | 0.27% | Reduce -8.9% | 36,793 | $2.3M |
| Islay Capital Management, LLC | 1.58% | Add +0.2% | 36,742 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +114.1% | 36,601 | $2.2M |
| Beacon Financial Advisory LLC | 0.72% | Add +4.7% | 36,193 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +20.4% | 35,904 | $2.2M |
| Gallacher Capital Management LLC | 1.09% | Reduce -4.1% | 35,654 | $2.2M |
| Southland Equity Partners LLC | 0.51% | Add +0.9% | 35,648 | $2.2M |
| Financial Insights, Inc. | 0.84% | Reduce -6.3% | 35,580 | $2.2M |
| Westfuller Advisors, LLC | 1.38% | Reduce -10.4% | 35,403 | $2.2M |
| Motley Fool Wealth Management, LLC | 0.11% | New | 35,055 | $2.1M |
| OMNI 360 Wealth, Inc. | 1.43% | Add +13.8% | 34,992 | $2.1M |
| Harbor Advisory Corp. | 0.70% | No change | 34,660 | $2.1M |
| Bailard, Inc. | 0.05% | Reduce -2.1% | 34,397 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -81.5% | 34,158 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +2.3% | 33,902 | $2.1M |
| TD Capital Management LLC | 0.21% | Reduce -22.9% | 33,791 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Add +26.4% | 33,718 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.34% | Add +2.2% | 33,421 | $2.1M |
| Endowment Wealth Management, Inc. | 1.37% | Add +12.0% | 33,252 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Add +3.1% | 33,180 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Add +10.5% | 33,169 | $2.0M |
| Objective Capital Management, LLC | 1.36% | Add +6.2% | 33,159 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -31.5% | 33,068 | $2.0M |
| Bank of Montreal | 0.00% | Add +3.4% | 32,917 | $2.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 32,881 | $2.0M |
| Curated Wealth Partners LLC | 0.23% | Add +2.9% | 32,836 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.5% | 32,748 | $2.0M |
| Sterling Wealth Advisors Inc | 1.54% | — | 32,097 | $2.0M |
| Sound Stewardship, LLC | 1.16% | Reduce -5.0% | 31,894 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -37.3% | 31,851 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +0.4% | 31,721 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -0.5% | 31,543 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Reduce -2.6% | 31,472 | $1.9M |
| Centerpoint Advisory Group | 1.86% | — | 31,357 | $1.9M |
| Williams & Novak, LLC | 1.85% | Add +3.2% | 31,311 | $1.9M |
| Gries Financial LLC | 0.34% | Add +1.9% | 31,088 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -5.1% | 30,880 | $1.9M |
| Strategic Blueprint, LLC | 0.11% | Add +47.1% | 30,623 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | Add +1.3% | 30,426 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.3% | 30,279 | $1.9M |
| Drive Wealth Management, LLC | 0.45% | Add +8.3% | 29,622 | $1.8M |
| John W. Brooker & Co., CPAs | 0.78% | Reduce -1.6% | 29,581 | $1.8M |
| JB Capital LLC | 0.10% | Add +24.6% | 29,293 | $1.8M |
| Rodgers & Associates, LTD | 0.21% | Reduce -2.4% | 29,161 | $1.8M |
| Sowa Financial Group, Inc. | 1.11% | Reduce -19.0% | 28,805 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.29% | Add +4.7% | 28,722 | $1.8M |
| Northside Capital Management, LLC | 0.47% | No change | 28,701 | $1.8M |
| Compound Planning, Inc. | 0.09% | Reduce -0.1% | 28,617 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.38% | Reduce -0.1% | 28,344 | $1.7M |
| Perennial Investment Advisors, LLC | 0.20% | Reduce -5.4% | 28,289 | $1.7M |
| Quest 10 Wealth Builders, Inc. | 1.72% | — | 28,238 | $1.7M |
| LMCG Investments, LLC | 0.11% | Add +16.2% | 28,177 | $1.7M |
| Norway Savings Bank | 0.95% | Add +327.4% | 27,979 | $1.7M |
| Certified Advisory Corp | 0.19% | Reduce -0.5% | 27,976 | $1.7M |
| Haverford Trust Co | 0.02% | Add +1.5% | 27,933 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | No change | 27,791 | $1.7M |
| Prepared Retirement Institute LLC | 0.97% | Reduce -6.3% | 27,733 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.55% | Add +0.8% | 27,713 | $1.7M |
| 360 Financial, Inc. | 0.61% | Reduce -31.0% | 27,623 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.80% | Reduce -24.3% | 27,504 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -6.8% | 27,348 | $1.7M |
| Spire Wealth Management | 0.05% | Add +35.9% | 27,235 | $1.7M |
| Counterweight Ventures, LLC | 1.17% | Add +1.3% | 27,031 | $1.7M |
| Mendel Money Management | 0.74% | Reduce -0.0% | 27,015 | $1.7M |
| Keudell/Morrison Wealth Management | 0.43% | No change | 27,014 | $1.7M |
| Beckerman Institutional, LLC | 1.32% | Reduce -1.1% | 26,792 | $1.6M |
| Element Pointe Advisors, LLC | 0.38% | No change | 26,474 | $1.6M |
| Red Crane Wealth Management, LLC | 1.53% | — | 26,382 | $1.6M |
| Dohj, LLC | 0.37% | Add +1.7% | 26,247 | $1.6M |
| Post Resch Tallon Group Inc. | 1.55% | — | 26,257 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +33.8% | 26,098 | $1.6M |
| Kapstone Financial Advisors LLC | 0.85% | No change | 25,254 | $1.6M |
| Anchor Investment Management, LLC | 0.15% | Reduce -1.2% | 25,961 | $1.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +9.4% | 25,959 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.6% | 25,919 | $1.6M |
| Freestate Advisors LLC | 1.63% | Add +0.5% | 25,659 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -2.1% | 25,653 | $1.6M |
| SouthState Bank Corp | 0.10% | Add +50.1% | 25,611 | $1.6M |
| Whalerock Point Partners, LLC | 0.38% | Add +1.5% | 25,584 | $1.6M |
| Capital International Investors | 0.00% | Add +437.2% | 25,510 | $1.6M |
| Crewe Advisors LLC | 0.22% | Reduce -44.1% | 25,442 | $1.6M |
| Gouws Capital LLC | 1.07% | Reduce -0.0% | 25,345 | $1.6M |
| Consolidated Portfolio Review Corp | 0.25% | Add +4.1% | 25,318 | $1.6M |
| Investment Partners, LTD. | 0.63% | Add +0.1% | 25,109 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -1.9% | 25,070 | $1.5M |
| Bouvel Investment Partners, LLC | 0.55% | Reduce -2.8% | 24,948 | $1.5M |
| Carr Financial Group Corp | 0.48% | Add +3.8% | 24,847 | $1.5M |
| PFG Advisors | 0.09% | Add +2.4% | 24,774 | $1.5M |
| Grey Ledge Advisors, LLC | 0.39% | Add +42.5% | 24,756 | $1.5M |
| Norden Group LLC | 0.17% | Add +24.7% | 24,668 | $1.5M |
| Flavin Financial Services, Inc. | 1.43% | — | 24,572 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +26.0% | 24,476 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Reduce -1.5% | 24,318 | $1.5M |
| Fiduciary Group, LLC | 0.15% | Reduce -3.3% | 24,139 | $1.5M |
| Claro Advisors Inc. | 0.20% | Reduce -41.0% | 24,057 | $1.5M |
| Nottingham Advisors, Inc. | 0.19% | Reduce -0.2% | 23,948 | $1.5M |
| Roman Butler Fullerton & Co. | 0.47% | Add +0.8% | 22,993 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.30% | Add +17.8% | 23,512 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 23,478 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.2% | 23,343 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +74.0% | 23,092 | $1.4M |
| Summit Wealth Partners, LLC | 0.29% | Add +9.3% | 22,973 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.21% | Add +6.4% | 22,822 | $1.4M |
| McLean Asset Management Corp | 0.42% | Reduce -3.5% | 22,551 | $1.4M |
| Ellis Investment Partners, LLC | 0.27% | Add +0.8% | 22,521 | $1.4M |
| NFSG Corp | 0.35% | Add +0.1% | 22,518 | $1.4M |
| Optimum Investment Advisors | 0.61% | Add +24.4% | 22,400 | $1.4M |
| Elite Financial, Inc. | 0.74% | — | 22,355 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -3.6% | 22,199 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -14.7% | 22,098 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +16.7% | 22,097 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -18.3% | 21,968 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 1.08% | Add +8.0% | 21,769 | $1.3M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.6% | 21,677 | $1.3M |
| Priebe Wealth Holdings LLC | 0.90% | Reduce -0.6% | 21,562 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +1.2% | 21,509 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | Add +36.7% | 21,314 | $1.3M |
| Occidental Asset Management, LLC | 0.20% | No change | 20,966 | $1.3M |
| First Bancorp, Inc | 0.87% | Add +1.0% | 20,688 | $1.3M |
| CRA Financial Services, LLC | 0.22% | Add +0.7% | 20,499 | $1.3M |
| First Heartland Consultants, Inc. | 0.13% | Add +1.9% | 20,414 | $1.3M |
| Wells Financial Advisors INC | 1.70% | Add +1.4% | 20,321 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.26% | Reduce -0.6% | 20,321 | $1.2M |
| CPC Advisors, LLC | 0.17% | Add +272.2% | 20,235 | $1.2M |
| NCM Capital Management, LLC | 0.56% | Reduce -0.5% | 20,125 | $1.2M |
| Icon Wealth Advisors, LLC | 0.10% | Reduce -15.4% | 20,082 | $1.2M |
| Titleist Asset Management, LLC | 0.14% | Reduce -11.4% | 20,005 | $1.2M |
| Greater Midwest Financial Group, LLC | 0.78% | Reduce -16.9% | 20,000 | $1.2M |
| Strategic Wealth Investment Group, LLC | 0.07% | Add +331.5% | 15,416 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.24% | Reduce -0.1% | 19,187 | $1.2M |
| Opulen Financial Group LLC | 1.10% | — | 19,771 | $1.2M |
| Rovin Capital /Ut/ | 0.42% | Add +1.3% | 19,197 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 19,141 | $1.2M |
| High Net Worth Advisory Group LLC | 0.33% | No change | 19,127 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.8% | 19,108 | $1.2M |
| Montis Financial, LLC | 0.36% | Reduce -21.9% | 19,087 | $1.2M |
| Alliance Wealth Management Group | 0.31% | Add +2.2% | 19,076 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | New | 19,049 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Add +0.6% | 18,949 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.47% | Reduce -0.4% | 18,934 | $1.2M |
| Magnus Financial Group LLC | 0.11% | Reduce -11.7% | 18,916 | $1.2M |
| Ellenbecker Investment Group | 0.20% | Reduce -5.2% | 18,639 | $1.1M |
| Ranch Capital Advisors Inc. | 0.54% | Add +1.7% | 18,632 | $1.1M |
| Northeast Financial Group, Inc. | 0.44% | Reduce -27.5% | 18,607 | $1.1M |
| Atwater Malick LLC | 0.38% | Add +11.9% | 18,552 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.20% | Reduce -5.5% | 18,515 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Add +40.7% | 18,509 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Reduce -0.2% | 18,406 | $1.1M |
| Uptick Partners, LLC | 0.41% | Reduce -9.9% | 18,382 | $1.1M |
| Ehrlich Financial Group | 0.80% | Reduce -0.3% | 18,321 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +60.2% | 18,282 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -90.3% | 18,164 | $1.1M |
| Fort Point Capital Partners LLC | 0.12% | Add +0.5% | 17,792 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +2.3% | 17,685 | $1.1M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -30.5% | 17,648 | $1.1M |
| Commonwealth Financial Services, LLC | 0.21% | Add +0.1% | 17,607 | $1.1M |
| Talon Private Wealth, LLC | 0.22% | Reduce -0.3% | 17,526 | $1.1M |
| Riggs Capital Management LLC | 1.04% | — | 17,353 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.41% | — | 17,335 | $1.1M |
| Greenwood Gearhart LLC | 0.07% | New | 17,257 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.14% | New | 17,254 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | Add +10.3% | 17,281 | $1.1M |
| Essex Bank | 0.26% | Reduce -2.2% | 17,236 | $1.1M |
| Ruggaard & Associates LLC | 0.46% | Add +0.1% | 17,217 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +5.5% | 17,047 | $1.0M |
| CVA Family Office, LLC | 0.16% | Add +20.0% | 16,974 | $1.0M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -26.2% | 16,940 | $1.0M |
| Smithfield Trust Co | 0.05% | No change | 16,887 | $1.0M |
| Mosaic Financial Group, LLC | 0.73% | Add +0.1% | 16,650 | $1.0M |
| CGC Financial Services, LLC | 0.40% | Reduce -0.1% | 16,565 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.20% | Reduce -30.0% | 16,449 | $1.0M |
| Private Trust Co. NA | 0.10% | Reduce -1.6% | 16,422 | $1.0M |
| Sequent Planning LLC | 0.37% | Reduce -4.4% | 16,419 | $1.0M |
| Avantra Family Wealth, Inc. | 0.94% | — | 16,343 | $1.0M |
| Paladin Advisory Group, LLC | 0.76% | No change | 16,197 | $993K |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -3.7% | 16,168 | $992K |
| Curi Capital, LLC | 0.02% | Reduce -1.1% | 16,095 | $987K |
| Valley National Advisers Inc. | 0.17% | Add +6.6% | 15,890 | $973K |
| Acorn Financial Advisory Services Inc. | 0.16% | Add +0.9% | 15,713 | $964K |
| Freestone Capital Holdings, LLC | 0.03% | Add +1.6% | 15,697 | $963K |
| Opal Wealth Advisors, LLC | 0.29% | Add +7.0% | 15,691 | $962K |
| Brandywine Oak Private Wealth LLC | 0.09% | No change | 15,686 | $962K |
| PGIM Custom Harvest LLC | 0.02% | Add +154.9% | 15,659 | $961K |
| Quadrant Private Wealth Management, LLC | 0.24% | Reduce -21.0% | 15,638 | $959K |
| First National Trust Co | 0.04% | Add +11.8% | 15,585 | $956K |
| Stokes Family Office, LLC | 0.10% | Reduce -45.9% | 15,581 | $956K |
| IPG Investment Advisors LLC | 0.22% | No change | 15,575 | $955K |
| Oxford Financial Group, LTD. LLC | 0.06% | Reduce -3.9% | 15,551 | $954K |
| Accretive Wealth Partners, LLC | 0.40% | New | 15,254 | $936K |
| Pasadena Private Wealth, LLC | 0.19% | Add +1.1% | 15,236 | $935K |
| Crowley Wealth Management, Inc. | 0.82% | — | 15,114 | $927K |
| Ipsen Advisor Group LLC | 0.79% | — | 15,057 | $924K |
| IFG Advisory, LLC | 0.05% | Add +19.1% | 14,950 | $917K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -3.9% | 14,906 | $914K |
| Cyndeo Wealth Partners, LLC | 0.06% | No change | 14,671 | $900K |
| RFG - Bristol Wealth Advisors, LLC | 0.29% | — | 14,592 | $895K |
| Moloney Securities Asset Management, LLC | 0.12% | Add +23.6% | 14,474 | $888K |
| Valeo Financial Advisors, LLC | 0.02% | Add +25.5% | 14,458 | $887K |
| Fairvoy Private Wealth, LLC | 0.24% | — | 14,449 | $886K |
| Aspen Wealth Management LLC | 0.26% | Add +0.6% | 14,443 | $886K |
| Market Street Wealth Management Advisors LLC | 0.15% | No change | 14,368 | $881K |
| Aurora Private Wealth, Inc. | 0.66% | Reduce -0.5% | 14,301 | $877K |
| Horizon Investment Services, LLC | 0.37% | Reduce -58.2% | 14,153 | $868K |
| International Assets Investment Management, LLC | 0.07% | New | 13,983 | $855K |
| American State Bank (Iowa) | 0.51% | Add +8.5% | 13,826 | $848K |
| Investment Advisory Group, LLC | 0.28% | Add +4.5% | 13,665 | $838K |
| Brasada Capital Management, LP | 0.15% | Add +36.9% | 13,749 | $838K |
| Sound Financial Strategies Group, LLC | 0.70% | Add +0.4% | 13,657 | $838K |
| WealthCare Investment Partners, LLC | 0.36% | Reduce -7.9% | 13,684 | $836K |
| Warner Financial, Inc. | 0.36% | Add +0.6% | 13,524 | $830K |
| Astoria Portfolio Advisors LLC. | 0.30% | Add +8.1% | 13,543 | $830K |
| MWA Asset Management | 0.55% | Reduce -2.4% | 13,482 | $827K |
| Glenmede Trust Co. NA | 0.00% | Add +2.9% | 13,472 | $826K |
| Aspiriant, LLC | 0.03% | No change | 13,463 | $826K |
| Alteri Wealth LLC | 0.23% | — | 13,380 | $821K |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.3% | 13,257 | $813K |
| HM Payson & Co. | 0.01% | No change | 13,179 | $808K |
| Element Wealth, LLC | 0.42% | Add +5.8% | 13,137 | $806K |
| Cascades Capital Asset Management, LLC | 0.44% | Reduce -1.0% | 13,129 | $805K |
| Regal Investment Advisors LLC | 0.06% | Reduce -41.2% | 12,936 | $794K |
| Pinnacle Bancorp, Inc. | 0.26% | Reduce -3.6% | 12,857 | $789K |
| PCA Investment Advisory Services Inc. | 0.36% | Add +0.4% | 12,780 | $784K |
| Sovran Advisors, LLC | 0.11% | — | 12,542 | $769K |
| Mascoma Wealth Management LLC | 0.19% | Reduce -2.6% | 12,411 | $761K |
| Ascentis Wealth Management, LLC | 0.27% | Reduce -7.5% | 12,317 | $756K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -1.2% | 12,203 | $747K |
| Wedmont Private Capital | 0.04% | Add +14.2% | 12,292 | $743K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -0.1% | 12,074 | $741K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Reduce -1.6% | 12,021 | $737K |
| Comprehensive Financial Planning, Inc. | 0.61% | — | 11,853 | $727K |
| Flagship Private Wealth, LLC | 0.35% | Add +0.5% | 11,810 | $724K |
| Evernest Financial Advisors, LLC | 0.19% | Reduce -9.2% | 11,797 | $724K |
| SageView Advisory Group, LLC | 0.03% | Reduce -23.3% | 11,739 | $720K |
| GeoWealth Management, LLC | 0.02% | Reduce -7.3% | 11,730 | $720K |
| Centaurus Financial, Inc. | 0.04% | Add +1.6% | 11,729 | $719K |
| Kraft, Davis & Associates, LLC | 0.21% | Reduce -1.1% | 11,296 | $719K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | No change | 11,681 | $717K |
| Cardinal Point Capital Management ULC | 0.11% | Reduce -0.4% | 11,679 | $716K |
| Sunburst Financial Group, LLC | 0.18% | Reduce -11.5% | 11,614 | $712K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -2.4% | 11,575 | $710K |
| PKS Advisory Services, LLC | 0.18% | — | 11,529 | $707K |
| ARS Investment Partners, LLC | 0.06% | Reduce -0.5% | 11,500 | $705K |
| Roxbury Financial LLC | 0.68% | — | 10,844 | $704K |
| Wealth Management Associates, Inc. | 0.30% | Reduce -2.2% | 11,429 | $701K |
| Fort Sheridan Advisors LLC | 0.10% | Add +2.0% | 11,374 | $698K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +7.1% | 11,363 | $697K |
| Venture Visionary Partners LLC | 0.03% | Add +2.8% | 11,363 | $697K |
| Olde Wealth Management, LLC | 0.25% | No change | 11,374 | $697K |
| LifePlan Financial, LLC | 0.62% | Reduce -9.8% | 11,362 | $697K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +74.8% | 11,313 | $694K |
| SignalPoint Asset Management, LLC | 0.17% | Add +1.1% | 11,196 | $687K |
| Compass Financial Services Inc | 0.39% | — | 11,141 | $683K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 11,133 | $683K |
| West Wealth Group, LLC | 0.20% | Reduce -2.2% | 11,089 | $680K |
| Apeiron RIA LLC | 0.19% | Add +0.4% | 10,990 | $674K |
| Principle Wealth Partners LLC | 0.05% | No change | 10,853 | $666K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -0.7% | 10,847 | $665K |
| Capital Market Strategies LLC | 0.38% | Add +0.2% | 10,800 | $662K |
| Annex Advisory Services, LLC | 0.02% | Reduce -12.8% | 10,727 | $658K |
| Randolph Co Inc | 0.07% | Reduce -1.7% | 10,676 | $655K |
| Redwood Financial Network Corp | 0.49% | Reduce -3.5% | 10,656 | $654K |
| Albion Financial Group | 0.04% | No change | 10,632 | $652K |
| Beacon Harbor Wealth Advisors, Inc. | 0.15% | No change | 10,599 | $650K |
| Headinvest, LLC | 0.12% | Reduce -0.1% | 10,545 | $647K |
| Veracity Capital LLC | 0.23% | Add +1.9% | 10,477 | $643K |
| Novem Group | 0.09% | — | 10,396 | $638K |
| Rik Saylor Financial, Inc. | 0.59% | — | 10,345 | $635K |
| Modern Wealth Management, LLC | 0.02% | New | 10,333 | $634K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.9% | 10,298 | $632K |
| Golden State Wealth Management, LLC | 0.09% | — | 10,258 | $629K |
| Biltmore Family Office, LLC | 0.11% | No change | 10,247 | $629K |
| Sowell Financial Services LLC | 0.03% | Reduce -26.2% | 10,229 | $627K |
| Wolfstich Capital, LLC | 0.55% | — | 10,192 | $625K |
| Probity Advisors, Inc. | 0.12% | Reduce -6.2% | 10,160 | $623K |
| Mission Wealth Management, LP | 0.01% | Add +13.1% | 10,066 | $617K |
| Roberts Financial Services LLC | 0.12% | Reduce -5.6% | 10,059 | $617K |
| Lincoln Capital LLC | 0.13% | Add +1.7% | 10,020 | $615K |
| HUB Investment Partners, LLC | 0.03% | Add +21.2% | 10,009 | $614K |
| Human Investing LLC | 0.11% | Reduce -1.2% | 9,989 | $613K |
| Investment Partners Asset Management, Inc. | 0.47% | Add +8.0% | 9,853 | $604K |
| Allen Capital Group, LLC | 0.07% | Add +0.7% | 9,818 | $602K |
| AdvisorNet Financial, Inc | 0.05% | Add +5.2% | 9,710 | $596K |
| W Advisors, LLC | 0.37% | No change | 9,697 | $595K |
| Michels Family Financial, LLC | 0.54% | — | 9,547 | $586K |
| Jordan Park Group LLC | 0.04% | New | 9,500 | $583K |
| MSH Capital Advisors LLC | 0.18% | Add +0.7% | 9,468 | $581K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -19.2% | 9,415 | $578K |
| EFG Asset Management (Americas) Corp. | 0.11% | Reduce -1.9% | 9,383 | $576K |
| PFG Investments, LLC | 0.04% | Add +23.4% | 9,289 | $570K |
| Sightline Wealth Advisors, LLC | 0.30% | New | 9,204 | $565K |
| Eastover Investment Advisors LLC | 0.26% | Add +2.1% | 9,123 | $560K |
| Ancora Advisors LLC | 0.01% | Add +2.0% | 9,097 | $558K |
| NovaPoint Capital, LLC | 0.17% | Reduce -0.5% | 9,051 | $555K |
| Simplicity Wealth,LLC | 0.12% | No change | 9,046 | $555K |
| Ignite Planners, LLC | 0.12% | Reduce -62.5% | 8,970 | $552K |
| Sanchez Wealth Management Group | 0.15% | New | 8,962 | $550K |
| Private Portfolio Partners LLC | 0.10% | Reduce -2.9% | 8,893 | $545K |
| McAdam, LLC | 0.03% | Add +4.5% | 8,890 | $545K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 8,884 | $545K |
| Latitude Advisors, LLC | 0.31% | Add +42.4% | 8,864 | $544K |
| Marcum Wealth, LLC | 0.05% | No change | 8,835 | $542K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -11.7% | 8,822 | $541K |
| Glenview Trust Co | 0.01% | No change | 8,791 | $539K |
| Dana Investment Advisors, Inc. | 0.02% | Add +22.1% | 8,756 | $537K |
| River Wealth Advisors LLC | 0.07% | Reduce -6.0% | 8,700 | $534K |
| Breakwater Capital Group | 0.11% | Reduce -2.6% | 8,693 | $533K |
| Sharkey, Howes & Javer | 0.07% | New | 8,637 | $530K |
| Bell Bank | 0.04% | New | 8,600 | $528K |
| Criterion Capital Advisors, LLC | 0.33% | No change | 9,108 | $525K |
| Round Rock Advisors LLC | 0.11% | Add +0.1% | 8,543 | $524K |
| Atlantic Family Wealth, LLC | 0.62% | — | 8,542 | $524K |
| Wealth Effects LLC | 0.19% | Reduce -5.0% | 8,531 | $523K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -88.9% | 8,521 | $523K |
| Commerce Bank | 0.00% | Add +12.8% | 8,500 | $521K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -21.2% | 8,499 | $521K |
| Two Sigma Securities, LLC | 0.09% | New | 8,478 | $520K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.6% | 8,460 | $519K |
| Bay Capital Advisors, LLC | 0.41% | — | 8,388 | $515K |
| Whelan Financial | 0.20% | Reduce -1.4% | 8,385 | $514K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $507K |
| Scott & Selber, Inc. | 0.15% | Add +0.0% | 8,229 | $505K |
| Summit X, LLC | 0.11% | Add +12.1% | 8,229 | $505K |
| Advance Capital Management, Inc. | 0.02% | Add +0.1% | 8,132 | $499K |
| Intrua Financial, LLC | 0.08% | Reduce -1.8% | 8,085 | $496K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +116.2% | 7,996 | $490K |
| Security Financial Services, INC. | 0.10% | Reduce -1.7% | 7,990 | $490K |
| ZWJ Investment Counsel Inc. | 0.02% | New | 7,974 | $489K |
| Avaii Wealth Management, LLC | 0.24% | Add +0.0% | 7,944 | $487K |
| Gateway Wealth Partners, LLC | 0.13% | Add +39.4% | 7,932 | $487K |
| Bernard Wealth Management Corp. | 0.23% | — | 7,861 | $482K |
| Fifth Third Bancorp | 0.00% | Reduce -12.5% | 7,826 | $480K |
| Lane & Associates LLC | 0.25% | Add +29.5% | 7,550 | $479K |
| Collaborative Wealth Managment Inc. | 0.22% | No change | 7,778 | $477K |
| Financial Partners Group, Inc | 0.07% | Add +0.4% | 7,759 | $476K |
| SteelPeak Wealth, LLC | 0.02% | No change | 7,755 | $476K |
| FWL Investment Management, LLC | 0.17% | Reduce -15.3% | 7,739 | $475K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 7,692 | $472K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +83.5% | 7,692 | $472K |
| Fortis Advisors, LLC | 0.31% | Add +20.2% | 7,664 | $470K |
| Whitener Capital Management, Inc. | 0.13% | No change | 7,650 | $469K |
| City State Bank | 0.17% | Reduce -7.0% | 7,647 | $469K |
| Arrowroot Family Office, LLC | 0.24% | Reduce -27.4% | 7,629 | $468K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 7,611 | $467K |
| Paces Ferry Wealth Advisors, LLC | 0.23% | Add +0.1% | 7,597 | $466K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +80.1% | 7,578 | $465K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Reduce -3.8% | 7,533 | $462K |
| Ayrshire Capital Management LLC | 0.23% | Add +2.9% | 7,528 | $462K |
| Intrepid Capital Management Inc. | 0.29% | No change | 7,479 | $459K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +58.2% | 7,394 | $454K |
| Tiaa Trust, National Association | 0.00% | Add +34.0% | 7,385 | $453K |
| Catalyst Financial Partners LLC | 0.09% | No change | 7,382 | $453K |
| Quadrant Capital Group LLC | 0.03% | Reduce -4.4% | 7,363 | $452K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -22.4% | 7,320 | $449K |
| Family Capital Trust Co | 0.15% | No change | 7,300 | $448K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.6% | 7,183 | $447K |
| Demars Financial Group, LLC | 0.19% | Add +0.3% | 7,244 | $444K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.3% | 7,208 | $442K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.0% | 7,190 | $441K |
| Brady Family Wealth, LLC | 0.13% | Add +0.0% | 7,135 | $438K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -7.4% | 7,121 | $437K |
| FineMark National Bank & Trust | 0.02% | No change | 7,104 | $436K |
| Capital Advantage, Inc. | 0.08% | New | 7,098 | $435K |
| AQR Capital Management | 0.00% | Reduce -4.2% | 7,084 | $435K |
| Dynasty Wealth Management, LLC | 0.01% | New | 7,074 | $434K |
| Potentia Wealth | 0.19% | — | 7,064 | $433K |
| BKM Wealth Management, LLC | 0.18% | Reduce -4.2% | 7,045 | $432K |
| Capital Advisory Group Advisory Services, LLC | 0.15% | Add +46.1% | 7,017 | $430K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.3% | 6,993 | $429K |
| Core Wealth Advisors, Inc. | 0.14% | Add +1.1% | 6,990 | $429K |
| Clearwater Capital Advisors, LLC | 0.04% | New | 6,974 | $428K |
| Apollon Financial, LLC | 0.11% | Add +12.5% | 6,964 | $427K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -0.0% | 6,937 | $426K |
| First City Capital Management, Inc. | 0.23% | No change | 6,929 | $425K |
| Carnegie Investment Counsel | 0.01% | No change | 6,858 | $421K |
| Alterna Wealth Management, Inc. | 0.35% | No change | 6,854 | $420K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -52.8% | 6,836 | $419K |
| Riverchase Wealth Management, LLC | 0.31% | — | 6,835 | $419K |
| Keybank National Association | 0.00% | Add +22.8% | 6,825 | $419K |
| Stanich Group LLC | 0.31% | — | 6,812 | $418K |
| Evermay Wealth Management LLC | 0.06% | Reduce -6.6% | 6,795 | $417K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 6,783 | $416K |
| Rothschild Investment LLC | 0.03% | Add +3.3% | 6,771 | $415K |
| RDA Financial Network | 0.12% | Reduce -16.6% | 6,715 | $412K |
| Brighton Jones LLC | 0.01% | Add +52.5% | 6,696 | $411K |
| Destination Wealth Management | 0.01% | Reduce -0.4% | 6,689 | $410K |
| Formidable Asset Management, LLC | 0.07% | No change | 6,685 | $410K |
| CVFG LLC | 0.37% | — | 6,587 | $404K |
| Sax Wealth Advisors, LLC | 0.03% | Add +3.4% | 6,564 | $403K |
| Quadcap Wealth Management, LLC | 0.06% | Add +26.1% | 6,556 | $402K |
| Mandatum Life Insurance Co Ltd | 0.12% | No change | 6,546 | $402K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -18.0% | 6,524 | $400K |
| Keebeck Wealth Management | 0.06% | Reduce -11.7% | 6,523 | $400K |
| Empire Financial Management Company, LLC | 0.12% | Add +0.8% | 6,509 | $399K |
| Bluesphere Advisors LLC | 0.20% | Add +2.8% | 6,499 | $399K |
| Diversified Trust Co. | 0.01% | Reduce -7.2% | 6,486 | $398K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -43.4% | 6,449 | $396K |
| M3 Advisory Group, LLC | 0.28% | Reduce -5.2% | 6,456 | $396K |
| Headlands Technologies LLC | 0.04% | New | 6,428 | $394K |
| TRUE Private Wealth Advisors | 0.05% | Add +1.7% | 6,386 | $392K |
| Ameriflex Group, Inc. | 0.18% | — | 6,139 | $390K |
| National Wealth Management Group, LLC | 0.26% | Reduce -3.8% | 6,304 | $387K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $386K |
| OneAscent Financial Services LLC | 0.03% | New | 6,297 | $386K |
| Impact Capital Partners LLC | 0.14% | — | 6,270 | $385K |
| Zhang Financial LLC | 0.02% | Add +0.5% | 6,265 | $384K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.4% | 6,260 | $384K |
| Francis Financial, Inc. | 0.10% | No change | 6,238 | $383K |
| Mendel Capital Management LLC | 0.23% | Add +0.1% | 6,233 | $382K |
| Two West Capital Advisors LLC | 0.33% | Add +81.0% | 6,193 | $380K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3.1% | 6,177 | $379K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 6,160 | $377K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +30.8% | 6,131 | $376K |
| Continuum Advisory, LLC | 0.05% | Reduce -2.0% | 6,115 | $375K |
| Romano Brothers and Company | 0.05% | Add +0.6% | 6,033 | $370K |
| Orrstown Financial Services Inc. | 0.10% | No change | 6,018 | $369K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +4.9% | 5,843 | $369K |
| Tandem Capital Management Corp. | 0.20% | Reduce -1.5% | 6,011 | $369K |
| Continuum Wealth Advisors, LLC | 0.19% | Add +4.8% | 5,995 | $368K |
| FSB Premier Wealth Management, Inc. | 0.15% | Add +15.0% | 5,990 | $367K |
| Balboa Wealth Partners | 0.08% | Reduce -76.0% | 5,954 | $365K |
| Stonebrook Private Inc. | 0.10% | Reduce -5.5% | 5,931 | $364K |
| Sterling Investment Counsel, LLC | 0.24% | Reduce -82.9% | 5,911 | $363K |
| Future Financial Wealth Managment LLC | 0.26% | Reduce -0.2% | 5,902 | $362K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +0.2% | 5,884 | $361K |
| Citizens Financial Group Inc. | 0.01% | Reduce -38.1% | 5,813 | $357K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.9% | 5,521 | $352K |
| Abound Financial, LLC | 0.18% | — | 5,705 | $350K |
| Vident Advisory, LLC | 0.01% | No change | 5,703 | $350K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 5,671 | $348K |
| Soundwatch Capital LLC | 0.04% | Add +7.3% | 5,656 | $347K |
| Empower Advisory Group, LLC | 0.00% | Add +11.9% | 5,643 | $346K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -10.7% | 5,638 | $346K |
| Procyon Advisors, LLC | 0.02% | New | 5,565 | $341K |
| Root Financial Partners, LLC | 0.04% | New | 5,554 | $341K |
| Hobbs Group Advisors, LLC | 0.13% | Add +20.4% | 5,551 | $340K |
| Insight Wealth Partners, LLC | 0.22% | Reduce -18.0% | 5,545 | $340K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -61.5% | 5,512 | $338K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 5,392 | $338K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +1.7% | 5,508 | $338K |
| Addison Advisors LLC | 0.09% | Reduce -4.0% | 5,490 | $337K |
| Clear Investment Research, LLC | 0.43% | Add +0.1% | 5,418 | $332K |
| Clarus Wealth Advisors | 0.17% | Add +6.2% | 5,452 | $332K |
| Old National Bancorp | 0.01% | No change | 5,416 | $332K |
| Castle Wealth Management LLC | 0.13% | No change | 5,410 | $332K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $331K |
| Legacy Trust | 0.08% | No change | 5,392 | $331K |
| Squire Investment Management Company, LLC | 0.14% | New | 5,345 | $328K |
| Planning Alternatives Ltd. | 0.05% | Reduce -1.4% | 5,314 | $326K |
| Pacific Wealth Management | 0.17% | Reduce -45.3% | 5,280 | $324K |
| Royal Harbor Partners, LLC | 0.12% | Add +0.3% | 5,270 | $323K |
| Oak Harvest Investment Services | 0.04% | Reduce -6.1% | 5,257 | $322K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.3% | 5,250 | $322K |
| McDonald Partners LLC | 0.08% | No change | 5,176 | $318K |
| Chilton Investment Co. Inc. | 0.01% | Add +10.0% | 5,174 | $317K |
| Betterment LLC | 0.00% | Reduce -12.4% | 5,087 | $312K |
| Beacon Financial Planning, Inc. | 0.18% | New | 5,085 | $312K |
| Community Trust & Investment Co. | 0.02% | Add +2.6% | 5,061 | $310K |
| Financial Counselors Inc. | 0.00% | Reduce -39.5% | 5,026 | $308K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $307K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -12.8% | 5,000 | $307K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.0% | 4,991 | $306K |
| BCU Wealth Advisors, LLC | 0.17% | Add +0.5% | 4,975 | $305K |
| Philadelphia Trust Co. | 0.02% | Reduce -16.9% | 4,935 | $303K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -2.2% | 4,919 | $302K |
| Kelly Financial Services LLC | 0.11% | Reduce -0.1% | 4,911 | $301K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -0.6% | 4,902 | $301K |
| Buffington Mohr McNeal | 0.05% | No change | 4,894 | $300K |
| Bison Wealth, LLC | 0.07% | Add +0.3% | 4,869 | $299K |
| High Falls Advisors, Inc | 0.07% | Reduce -40.4% | 4,862 | $298K |
| Crestwood Advisors Group, LLC | 0.01% | New | 4,859 | $298K |
| Community Financial Services Group, LLC | 0.06% | Reduce -22.1% | 4,752 | $291K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +29.7% | 4,738 | $291K |
| Commonwealth Retirement Investments LLC | 0.12% | Reduce -13.2% | 4,735 | $290K |
| LongView Wealth Management | 0.09% | New | 4,689 | $288K |
| Pinnacle Financial Group, LLC / IL | 0.11% | Add +36.6% | 4,687 | $288K |
| Integrity Financial Corp | 0.17% | Reduce -0.3% | 4,683 | $287K |
| LM Advisors LLC | 0.05% | Add +11.6% | 4,684 | $287K |
| CW Advisors, LLC | 0.00% | Reduce -2.2% | 4,663 | $286K |
| BOS Asset Management, LLC | 0.10% | New | 4,663 | $286K |
| Mattern Capital Management, LLC | 0.04% | No change | 4,653 | $285K |
| United Advisor Group, LLC | 0.06% | Reduce -13.1% | 4,648 | $285K |
| HFG Advisors, Inc. | 0.25% | Reduce -33.6% | 4,646 | $285K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -14.1% | 4,636 | $284K |
| South Plains Financial, Inc. | 0.22% | — | 4,608 | $283K |
| Vontobel Holding Ltd. | 0.00% | New | 4,600 | $282K |
| Sachetta, LLC | 0.11% | Reduce -28.6% | 4,597 | $282K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,593 | $282K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.6% | 4,400 | $281K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,571 | $280K |
| Essex LLC | 0.06% | No change | 4,560 | $280K |
| Navis Wealth Advisors, LLC | 0.30% | No change | 4,506 | $276K |
| Curtis Advisory Group, LLC | 0.07% | No change | 4,500 | $276K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $276K |
| Aaron Wealth Advisors LLC | 0.03% | New | 4,473 | $274K |
| Moller Wealth Partners | 0.07% | New | 4,456 | $273K |
| Trust Co. of Vermont | 0.01% | Add +48.3% | 4,451 | $273K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,436 | $272K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.0% | 4,386 | $269K |
| West Michigan Advisors, LLC | 0.08% | New | 4,381 | $269K |
| Integras Partners LLC | 0.24% | — | 4,332 | $266K |
| Note Advisors, LLC | 0.23% | — | 4,308 | $264K |
| SP Asset Management LLC | 0.02% | Add +0.5% | 4,275 | $262K |
| Facet Wealth, Inc. | 0.01% | New | 4,139 | $262K |
| Waterfront Wealth Inc. | 0.06% | Add +1.2% | 4,246 | $260K |
| Oarsman Capital, Inc. | 0.05% | Add +1.1% | 4,232 | $260K |
| Arax Advisory Partners | 0.02% | Add +128.2% | 4,223 | $259K |
| Advisors Capital Management, LLC | 0.00% | Add +14.6% | 4,199 | $258K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.3% | 4,186 | $257K |
| Ethos Financial Group, LLC | 0.03% | Reduce -22.7% | 4,155 | $255K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 4,136 | $254K |
| Simon Quick Advisors, LLC | 0.02% | Add +19.6% | 4,116 | $252K |
| Florida Financial Advisors, LLC | 0.11% | Add +1.3% | 4,098 | $251K |
| Capital Square, LLC | 0.14% | Add +22.2% | 3,961 | $251K |
| Firethorn Wealth Partners, LLC | 0.12% | Reduce -0.5% | 4,077 | $250K |
| Westside Investment Management, Inc. | 0.05% | Reduce -2.3% | 4,073 | $250K |
| Liberty Square Wealth Partners LLC | 0.09% | — | 3,899 | $249K |
| Guardian Partners Inc. | 0.03% | — | 4,000 | $245K |
| Wealthgarden F.S. LLC | 0.23% | Reduce -35.2% | 3,977 | $244K |
| Deutsche Bank AG | 0.00% | Reduce -42.2% | 3,976 | $244K |
| Cedar Wealth Management, LLC | 0.09% | Reduce -84.7% | 3,934 | $241K |
| Traynor Capital Management, Inc. | 0.02% | New | 3,930 | $241K |
| Caitlin John, LLC | 0.16% | Add +3.3% | 3,908 | $240K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +6.3% | 3,902 | $239K |
| Guardian Asset Advisors, LLC | 0.15% | Reduce -10.3% | 3,908 | $239K |
| TAP Consulting, LLC | 0.05% | Add +3.5% | 3,874 | $238K |
| GDS Wealth Management | 0.02% | No change | 3,873 | $238K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $237K |
| Sandy Spring Bank | 0.01% | Add +388.5% | 3,869 | $237K |
| Key Financial Inc | 0.05% | No change | 3,861 | $237K |
| Nwam LLC | 0.01% | No change | 3,849 | $236K |
| Single Point Partners, LLC | 0.05% | Reduce -2.5% | 3,853 | $236K |
| Ascent Group, LLC | 0.02% | Add +5.5% | 3,837 | $235K |
| First National Advisers, LLC | 0.04% | No change | 3,780 | $232K |
| RVW Wealth, LLC | 0.02% | Reduce -68.1% | 3,763 | $231K |
| QRG Capital Management, Inc. | 0.00% | New | 3,749 | $230K |
| Concorde Asset Management, LLC | 0.12% | Add +10.9% | 3,745 | $230K |
| First Financial Bankshares Inc | 0.01% | No change | 3,742 | $230K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -0.0% | 3,729 | $229K |
| SVB Wealth LLC | 0.00% | New | 3,714 | $228K |
| First Commonwealth Financial Corp | 0.05% | Reduce -4.7% | 3,709 | $228K |
| TFR Capital, LLC. | 0.11% | — | 3,643 | $223K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,635 | $223K |
| MTM Investment Management, LLC | 0.09% | No change | 3,629 | $223K |
| Nicolet Advisory Services, LLC | 0.02% | Add +0.3% | 3,678 | $222K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -3.2% | 3,617 | $222K |
| Fortress Private Ledger, LLC | 0.14% | — | 3,611 | $221K |
| Maia Wealth LLC | 0.05% | New | 3,480 | $221K |
| American Money Management, LLC | 0.04% | Reduce -3.0% | 3,555 | $218K |
| UMB Bank, n.a. | 0.00% | Reduce -39.3% | 3,542 | $217K |
| Brogan Financial, Inc. | 0.11% | Add +0.6% | 3,534 | $217K |
| Meridian Management Co. | 0.06% | Add +0.0% | 3,519 | $216K |
| Prosperity Financial Group, Inc. | 0.11% | Add +7.2% | 3,495 | $214K |
| Berger Financial Group, Inc | 0.01% | Reduce -3.4% | 3,489 | $214K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -4.0% | 3,475 | $213K |
| Huntleigh Advisors, Inc. | 0.05% | — | 3,460 | $212K |
| M1 Capital Management LLC | 0.11% | — | 3,432 | $211K |
| Arlington Trust Co LLC | 0.04% | No change | 3,423 | $210K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $209K |
| One Capital Management, LLC | 0.01% | Reduce -1.6% | 3,394 | $208K |
| Geneva Partners, LLC | 0.08% | Reduce -0.2% | 3,389 | $208K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 3,384 | $208K |
| Secure Asset Management, LLC | 0.03% | New | 3,365 | $206K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,355 | $206K |
| Wrenne Financial Planning LLC | 0.12% | No change | 3,340 | $205K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $202K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $202K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,286 | $202K |
| American Capital Advisory, LLC | 0.11% | Add +0.0% | 3,197 | $196K |
| Coppell Advisory Solutions LLC | 0.03% | Add +22.9% | 3,140 | $192K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | Add +12.8% | 3,087 | $189K |
| LGT Financial Advisors LLC | 0.41% | Reduce -1.0% | 3,016 | $185K |
| Bessemer Group Inc. | 0.00% | Reduce -21.3% | 2,987 | $183K |
| EnRich Financial Partners LLC | 0.06% | No change | 2,974 | $182K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,963 | $182K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -42.6% | 2,953 | $181K |
| Wood Tarver Financial Group, LLC | 0.06% | — | 2,946 | $180K |
| Wellington Shields & Co., LLC | 0.06% | New | 2,931 | $180K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,780 | $171K |
| Valued Wealth Advisors LLC | 0.11% | New | 2,776 | $170K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,765 | $170K |
| Cassady Schiller Wealth Management, LLC | 0.06% | Reduce -18.2% | 2,721 | $167K |
| West Branch Capital LLC | 0.05% | Add +0.6% | 2,679 | $164K |
| Creekmur Asset Management LLC | 0.04% | Add +0.5% | 2,627 | $161K |
| Barrett & Company, Inc. | 0.07% | No change | 2,600 | $159K |
| CENTRAL TRUST Co | 0.00% | No change | 2,590 | $159K |
| Glassman Wealth Services | 0.03% | Reduce -58.9% | 2,533 | $155K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 2,524 | $155K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +33.9% | 2,411 | $148K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $140K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -2.9% | 2,215 | $136K |
| PFG Private Wealth Management, LLC | 0.08% | Reduce -6.5% | 2,199 | $135K |
| Copia Wealth Management | 0.13% | — | 2,165 | $133K |
| Private Wealth Management Group, LLC | 0.05% | New | 2,157 | $132K |
| WPG Advisers, LLC | 0.12% | — | 2,100 | $129K |
| Signaturefd, LLC | 0.00% | Reduce -4.5% | 2,047 | $126K |
| Private Capital Management LLC | 0.02% | No change | 2,031 | $125K |
| Hollencrest Capital Management | 0.01% | Add +140.4% | 2,027 | $124K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,967 | $121K |
| Lindbrook Capital, LLC | 0.01% | Add +41.8% | 1,956 | $120K |
| Fourth Dimension Wealth, LLC | 0.06% | — | 1,898 | $116K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,850 | $113K |
| Pineridge Advisors LLC | 0.04% | Add +37.5% | 1,751 | $107K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,728 | $106K |
| Castleview Partners, LLC | 0.06% | Add +4.0% | 1,686 | $103K |
| Hoey Investments, Inc. | 0.02% | New | 1,653 | $101K |
| West Financial Advisors, LLC | 0.02% | Reduce -4.9% | 1,638 | $100K |
| Park Square Financial Group, LLC | 0.07% | — | 1,604 | $98K |
| MCF Advisors LLC | 0.01% | Add +0.1% | 1,591 | $98K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.4% | 1,576 | $97K |
| Empowered Funds, LLC | 0.00% | New | 1,535 | $94K |
| Noble Wealth Management PBC | 0.06% | — | 1,475 | $90K |
| Gleason Group, Inc. | 0.02% | Add +0.6% | 1,455 | $89K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 1,407 | $86K |
| Sugar Maple Asset Management, LLC | 0.07% | New | 1,400 | $86K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,380 | $85K |
| Gen-Wealth Partners Inc | 0.03% | Add +8.6% | 1,322 | $81K |
| Versant Capital Management, Inc | 0.02% | Add +0.6% | 1,261 | $77K |
| FAS Wealth Partners, Inc. | 0.01% | Add +20.9% | 1,231 | $75K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,229 | $75K |
| Tucker Asset Management LLC | 0.02% | Add +17.2% | 1,205 | $74K |
| Ridgewood Investments LLC | 0.04% | No change | 1,182 | $73K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,159 | $71K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +5.2% | 1,157 | $71K |
| NorthRock Partners, LLC | 0.00% | Reduce -71.8% | 1,144 | $70K |
| Bokf, NA | 0.00% | Reduce -42.0% | 1,134 | $69K |
| Heritage Wealth Advisors | 0.00% | Reduce -14.3% | 1,104 | $68K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.13% | Reduce -58.0% | 1,086 | $67K |
| Quent Capital, LLC | 0.01% | Add +1.2% | 1,012 | $62K |
| Blue Trust, Inc. | 0.00% | Reduce -84.5% | 995 | $61K |
| Wintrust Investments LLC | 0.05% | Add +11.1% | 1,008 | $61K |
| Bfsg, LLC | 0.01% | No change | 974 | $60K |
| Whittier Trust Co. | 0.00% | Add +45.7% | 969 | $59K |
| MGB Wealth Management, LLC | 0.02% | Add +92.4% | 933 | $57K |
| Hemington Wealth Management | 0.01% | No change | 926 | $56K |
| Hilltop National Bank | 0.02% | No change | 904 | $55K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 899 | $55K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $55K |
| Newton One Investments LLC | 0.02% | New | 862 | $53K |
| Bellevue Asset Management, LLC | 0.03% | Add +13.3% | 850 | $52K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 850 | $52K |
| New Wave Wealth Advisors LLC | 0.02% | New | 800 | $49K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 793 | $49K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.7% | 772 | $47K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $46K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $46K |
| Towne Trust Company, N.A | 0.02% | New | 750 | $46K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -55.9% | 737 | $45K |
| Tompkins Financial Corp. | 0.00% | New | 668 | $41K |
| Synergy Investment Management, LLC | 0.02% | — | 600 | $37K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 595 | $36K |
| Operose Advisors LLC | 0.01% | No change | 563 | $35K |
| IAG Wealth Partners, LLC | 0.01% | No change | 549 | $34K |
| Birchbrook, Inc. | 0.02% | New | 546 | $33K |
| Y.D. More Investments Ltd | 0.00% | New | 540 | $33K |
| Rialto Wealth Management, LLC | 0.01% | — | 534 | $33K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 533 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 531 | $33K |
| Raleigh Capital Management Inc. | 0.01% | No change | 516 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $31K |
| Independence Bank of Kentucky | 0.00% | No change | 505 | $31K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 478 | $29K |
| Beacon Capital Management, LLC | 0.00% | Add +0.2% | 477 | $29K |
| Nova Wealth Management, Inc. | 0.02% | — | 465 | $29K |
| Accredited Wealth Management, LLC | 0.02% | — | 450 | $28K |
| Ulland Investment Advisors, LLC | 0.02% | New | 440 | $27K |
| Truvestments Capital LLC | 0.01% | No change | 440 | $27K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $25K |
| Dunhill Financial, LLC | 0.01% | Add +300.0% | 400 | $25K |
| Clearstead Advisors, LLC | 0.00% | Reduce -61.1% | 378 | $23K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 374 | $23K |
| Legacy Investment Solutions, LLC | 0.01% | New | 354 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | New | 354 | $22K |
| Country Trust Bank | 0.00% | No change | 320 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $19K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 308 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 308 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 308 | $19K |
| Keystone Financial Group, Inc. | 0.02% | — | 305 | $19K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 300 | $18K |
| Avion Wealth | 0.00% | No change | 309 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 280 | $17K |
| Pflug Koory, LLC | 0.00% | No change | 256 | $16K |
| SIMA Wealth Partners, LLC | 0.01% | New | 252 | $15K |
| Mather Group, Llc. | 0.00% | No change | 245 | $15K |
| Tsfg, LLC | 0.00% | No change | 243 | $15K |
| Wellington Shields Capital Management, LLC | 0.00% | New | 230 | $14K |
| Decker Retirement Planning Inc. | 0.01% | — | 229 | $14K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 222 | $14K |
| Tortoise Investment Management, LLC | 0.00% | New | 200 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | New | 193 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $12K |
| Ransom Advisory, Ltd | 0.01% | No change | 189 | $12K |
| Capital A Wealth Management, LLC | 0.02% | — | 181 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $11K |
| Painted Porch Advisors LLC | 0.01% | Add +116.0% | 175 | $11K |
| Venturi Wealth Management, LLC | 0.00% | No change | 174 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 170 | $10K |
| Abound Wealth Management | 0.00% | Reduce -95.7% | 166 | $10K |
| Caldwell Trust Co | 0.00% | Reduce -81.4% | 166 | $10K |
| CNB Bank | 0.00% | No change | 150 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 142 | $9K |
| Transce3nd, LLC | 0.00% | — | 138 | $8K |
| Costello Asset Management, INC | 0.01% | Add +35.4% | 134 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 133 | $8K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 122 | $7K |
| WR Wealth Planners, LLC | 0.00% | No change | 120 | $7K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 107 | $7K |
| Realta Investment Advisors | 0.00% | No change | 101 | $6K |
| BankPlus Trust Department | 0.00% | — | 94 | $6K |
| Park Place Capital Corp | 0.00% | Reduce -70.5% | 91 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 87 | $5K |
| Investment Management Corp. /Va/ | 0.00% | — | 78 | $5K |
| Montag A & Associates Inc. | 0.00% | Reduce -94.1% | 61 | $4K |
| Mattson Financial Services, LLC | 0.00% | New | 57 | $4K |
| Kessler Investment Group, LLC | 0.00% | No change | 53 | $3K |
| IMG Wealth Management, Inc. | 0.00% | — | 38 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -67.0% | 37 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 45 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 22 | $1K |
| Eukles Asset Management | 0.00% | Add +83.3% | 22 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 20 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 12 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $920 |
| 2UniFi Bank | 0.00% | — | 8 | $491 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $307 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $127 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $52 |
| Roble, Belko & Company, Inc | 0.00% | No change | 6 | $0 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.