iShares Core Dividend GrowthDGROETF
13F holders, Q1 2025 (March 31)1,121holders −1
69new positions
59sold out
4famous investors
$69.19avg. 13F price*
At the end of Q1 2025, 1,121 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, down 1 from Q4 2024. 69 opened new positions and 59 sold out. The largest holders were Wealthfront Advisers LLC ($3.1B), Morgan Stanley ($1.1B) and Bank of America Corp. ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $38.1M |
| Exits | 59 | $91.3M |
All 13F filers, Q4 2024 → Q1 2025: 9,341,841 shares bought and 12,211,942 shares sold, net −2,870,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,121 holders
| Wealthfront Advisers LLC | 8.24% | Reduce -2.6% | 16,883,038 | $3.1B |
| Morgan Stanley | 0.08% | Add +0.7% | 18,545,534 | $1.1B |
| Bank of America Corp. | 0.10% | Reduce -1.2% | 18,053,716 | $1.1B |
| LPL Financial LLC | 0.38% | Add +6.4% | 15,697,592 | $969.8M |
| Raymond James Financial Inc. | 0.24% | Add +1.7% | 10,230,233 | $632.0M |
| Envestnet Asset Management Inc. | 0.19% | Reduce -10.8% | 9,507,635 | $587.4M |
| Commonwealth Equity Services, LLC | 0.70% | Add +3.0% | 7,996,206 | $494.0M |
| PNC Financial Services Group, Inc. | 0.25% | Add +0.7% | 7,745,402 | $478.5M |
| Capital Investment Advisors, LLC | 9.31% | Add +2.8% | 7,703,376 | $475.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -7.0% | 6,823,749 | $421.8M |
| FMR LLC | 0.03% | Reduce -12.7% | 6,787,139 | $419.3M |
| Wells Fargo & Company | 0.09% | Reduce -0.6% | 6,162,355 | $380.7M |
| Royal Bank of Canada | 0.09% | Add +3.7% | 6,157,442 | $380.4M |
| Jones Financial Companies LLLP | 0.32% | Add +38.2% | 5,837,667 | $357.0M |
| BlackRock, Inc. | 0.01% | Add +0.2% | 5,409,805 | $334.2M |
| UBS Group AG | 0.06% | Reduce -2.0% | 4,665,973 | $288.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +3.0% | 4,523,223 | $279.4M |
| MML Investors Services, LLC | 0.74% | Reduce -6.4% | 3,600,776 | $222.5M |
| HighTower Advisors, LLC | 0.28% | Add +1.2% | 3,283,417 | $202.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -4.3% | 3,232,703 | $199.7M |
| Truist Financial Corp. | 0.30% | Reduce -4.3% | 3,006,133 | $185.7M |
| Mariner, LLC | 0.30% | Reduce -5.3% | 2,888,439 | $178.4M |
| Stifel Financial Corp. | 0.15% | Add +3.1% | 2,316,893 | $143.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +1.8% | 2,078,455 | $128.4M |
| Cetera Investment Advisers | 0.24% | Add +1.6% | 2,034,679 | $125.7M |
| Avior Wealth Management, LLC | 4.14% | Add +1.6% | 1,765,991 | $109.1M |
| First Command Advisory Services, Inc. | 0.89% | Reduce -0.6% | 1,507,459 | $93.2M |
| Northeast Financial Consultants Inc | 4.02% | Add +1.4% | 1,469,209 | $90.8M |
| Smith Anglin Financial, LLC | 9.27% | Add +0.8% | 1,417,070 | $87.5M |
| Osaic Holdings, Inc. | 0.18% | Reduce -21.0% | 1,309,809 | $80.9M |
| ProVise Management Group, LLC | 6.83% | Add +5.2% | 1,302,320 | $80.5M |
| Strategies Wealth Advisors, LLC | 9.37% | Add +3.1% | 1,241,908 | $76.7M |
| Gratus Wealth Advisors, LLC | 12.17% | Add +0.1% | 1,200,685 | $74.2M |
| Ledyard National Bank | 7.34% | Reduce -14.4% | 1,200,497 | $74.2M |
| Private Advisor Group, LLC | 0.43% | Add +1.3% | 1,141,340 | $70.5M |
| TD Private Client Wealth LLC | 1.91% | Add +15.1% | 1,122,671 | $69.4M |
| Seven Springs Wealth Group, LLC | 22.68% | Add +4.5% | 1,007,600 | $62.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -2.1% | 982,995 | $60.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 970,959 | $60.0M |
| Baird Financial Group, Inc. | 0.11% | Reduce -1.2% | 948,151 | $58.6M |
| First Business Financial Services, Inc. | 5.69% | Add +3.5% | 936,380 | $57.8M |
| Sanctuary Advisors, LLC | 0.38% | Reduce -2.5% | 866,456 | $53.5M |
| Sigma Planning Corp | 1.59% | Add +33.8% | 809,093 | $50.0M |
| Confluence Wealth Services, Inc. | 3.07% | Add +7.1% | 828,113 | $48.7M |
| Correct Capital Wealth Management | 9.48% | Reduce -1.6% | 773,958 | $47.8M |
| Stonebridge Financial Group, LLC | 5.01% | Add +5.4% | 762,749 | $47.1M |
| Captrust Financial Advisors | 0.11% | Reduce -0.7% | 709,791 | $43.9M |
| Conservest Capital Advisors, Inc. | 4.49% | Add +1.0% | 691,488 | $42.7M |
| NewEdge Advisors, LLC | 0.25% | Add +16.5% | 685,791 | $42.4M |
| FORM Wealth Advisors, LLC | 5.58% | — | 664,277 | $41.0M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +1.6% | 660,103 | $40.8M |
| FFT Wealth Management LLC | 8.33% | Add +59.4% | 644,892 | $39.8M |
| Focus Partners Wealth | 0.10% | Reduce -21.1% | 636,927 | $39.3M |
| American Trust | 9.67% | Reduce -54.9% | 635,152 | $39.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.4% | 622,905 | $38.5M |
| Madison Wealth Partners, Inc | 9.33% | Reduce -31.6% | 612,026 | $37.8M |
| Oppenheimer & Co. Inc. | 0.56% | Add +1.5% | 598,147 | $37.0M |
| O'Dell Group, LLC | 9.57% | Add +1.6% | 597,796 | $36.9M |
| Ritter Daniher Financial Advisory LLC / DE | 9.86% | Add +3.9% | 585,191 | $36.2M |
| Comerica Bank | 0.15% | Add +3.5% | 559,326 | $34.6M |
| Legacy Financial Strategies, LLC | 7.49% | Add +2.1% | 555,757 | $34.3M |
| D'Orazio & Associates, Inc. | 5.12% | Reduce -2.6% | 543,821 | $33.6M |
| Vestmark Advisory Solutions, Inc. | 0.86% | Reduce -8.5% | 538,354 | $33.3M |
| Vaughan David Investments LLC | 0.77% | Add +0.5% | 530,284 | $32.8M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.5% | 528,804 | $32.7M |
| J.W. Cole Advisors, Inc. | 1.00% | Reduce -6.8% | 524,080 | $32.4M |
| Stratos Wealth Partners, LTD. | 0.49% | Add +37.5% | 518,465 | $32.0M |
| Wolff Financial Management LLC | 8.76% | Add +0.6% | 512,017 | $31.6M |
| Horizon Investments, LLC | 0.93% | Add +473952.3% | 507,236 | $31.3M |
| Waverly Advisors, LLC | 0.38% | Add +1.4% | 497,787 | $30.8M |
| XML Financial, LLC | 2.86% | Reduce -1.5% | 496,391 | $30.7M |
| Dagco, Inc. | 9.56% | Add +3.2% | 478,563 | $29.6M |
| Silver Coast Investments LLC | 10.63% | Reduce -5.2% | 453,441 | $28.0M |
| JGP Wealth Management, LLC | 3.63% | Add +59.3% | 445,984 | $27.6M |
| Altus Wealth Management, LLC | 12.27% | Add +0.3% | 424,255 | $26.2M |
| Provident Wealth Management, LLC | 8.91% | Add +1.9% | 418,505 | $25.9M |
| Fifth Third Securities, Inc. | 2.16% | Add +2.7% | 414,885 | $25.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +8.2% | 418,063 | $25.6M |
| Compass Ion Advisors, LLC | 2.99% | Add +4.1% | 411,169 | $25.4M |
| Litman Gregory Wealth Management LLC | 2.09% | Add +12.6% | 394,539 | $24.4M |
| Equitable Holdings, Inc. | 0.23% | Add +14.1% | 388,959 | $24.0M |
| Creative Planning | 0.02% | Add +64.4% | 373,474 | $23.1M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -12.8% | 371,177 | $22.9M |
| Avantax Advisory Services, Inc. | 0.14% | Add +8.1% | 364,715 | $22.5M |
| Summit Investment Advisory Services, LLC | 10.97% | Reduce -1.6% | 362,074 | $22.4M |
| Meridian Financial Partners LLC | 11.17% | Add +2.0% | 356,460 | $22.0M |
| Consilio Wealth Advisors, LLC | 9.17% | Add +1.8% | 355,403 | $22.0M |
| Alliance Wealth Advisors, LLC | 12.74% | Add +3.4% | 350,526 | $21.7M |
| Capital Planning LLC | 6.00% | Reduce -0.4% | 347,400 | $21.5M |
| Atlas Private Wealth Advisors | 2.95% | Add +11.8% | 342,413 | $21.2M |
| Regent Peak Wealth Advisors LLC | 4.98% | Add +2.1% | 341,452 | $21.1M |
| Atria Investments, Inc | 0.27% | Reduce -5.0% | 337,512 | $20.9M |
| Regions Financial Corp. | 0.15% | Reduce -2.0% | 336,030 | $20.8M |
| Sweeney & Michel, LLC | 8.74% | — | 361,780 | $20.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.64% | Add +3.4% | 315,468 | $19.5M |
| Choreo, LLC | 0.30% | Add +1.6% | 315,345 | $19.5M |
| Allegheny Financial Group | 4.92% | Add +0.6% | 310,713 | $19.2M |
| Wealth Group Ltd | 5.55% | Reduce -2.5% | 306,671 | $18.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.4% | 306,640 | $18.9M |
| WealthPlan Investment Management, LLC | 1.80% | Reduce -6.6% | 296,559 | $18.3M |
| Gimbal Financial | 16.44% | Add +2.3% | 294,871 | $18.2M |
| &partners | 0.19% | Add +26.5% | 293,515 | $18.0M |
| Vicus Capital | 1.66% | Reduce -13.6% | 288,183 | $17.8M |
| Capital Advisors, Ltd. LLC | 2.32% | Add +3.4% | 284,589 | $17.6M |
| Scott Capital Advisors, LLC | 5.24% | Add +11.7% | 284,535 | $17.6M |
| Custos Family Office, LLC | 6.17% | Reduce -0.6% | 281,448 | $17.4M |
| WealthPLAN Partners, LLC | 2.43% | Add +2.0% | 278,880 | $17.2M |
| Mercer Global Advisors Inc. | 0.04% | Add +4.6% | 272,640 | $16.8M |
| DAVENPORT & Co LLC | 0.10% | Add +2.9% | 272,352 | $16.8M |
| Morton Community Bank | 4.39% | Add +1.9% | 271,183 | $16.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.08% | No change | 268,800 | $16.6M |
| Natixis Advisors, LLC | 0.03% | Add +31.6% | 267,453 | $16.5M |
| Smith Chas P & Associates Pa Cpas | 0.94% | Add +6.0% | 262,967 | $16.2M |
| MAI Capital Management | 0.12% | Reduce -1.5% | 258,565 | $16.0M |
| Well Done, LLC | 2.89% | Reduce -0.3% | 260,209 | $16.0M |
| Colonial Trust Advisors | 1.39% | Add +6.7% | 252,147 | $15.6M |
| Capital Analysts, LLC | 0.57% | Add +10.8% | 249,359 | $15.4M |
| Flagstar Securities, Inc. | 3.94% | Reduce -0.0% | 249,321 | $15.4M |
| Integrated Wealth Concepts LLC | 0.18% | Add +5.9% | 245,707 | $15.2M |
| Ridgecrest Wealth Partners, LLC | 7.56% | Add +2.2% | 233,548 | $14.4M |
| Eagle Strategies LLC | 2.48% | Reduce -14.1% | 230,672 | $14.3M |
| Powers Advisory Group, LLC | 6.73% | Add +9.4% | 228,652 | $14.1M |
| PFS Partners, LLC | 7.51% | Reduce -0.8% | 228,353 | $14.1M |
| Dynamic Advisor Solutions LLC | 0.46% | Reduce -2.1% | 227,840 | $14.1M |
| HB Wealth Management, LLC | 0.12% | Reduce -1.3% | 227,419 | $14.0M |
| Rooted Wealth Advisors, Inc. | 6.04% | Reduce -3.0% | 248,475 | $14.0M |
| Auto-Owners Insurance Co | 0.37% | Reduce -67.0% | 227,300 | $14.0M |
| Jackson Wealth Management, LLC | 1.69% | Add +2.1% | 225,055 | $13.9M |
| Brass Tax Wealth Management, Inc. | 2.78% | Add +4.5% | 214,094 | $13.2M |
| Accel Wealth Management | 4.77% | Add +31.8% | 213,571 | $13.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.6% | 210,872 | $13.0M |
| Coppell Advisory Solutions LLC | 1.79% | Add +8816.0% | 279,964 | $12.9M |
| IFS Advisors, LLC | 10.36% | Add +1.2% | 206,504 | $12.8M |
| Philip James Wealth Mangement, LLC | 1.60% | Reduce -0.5% | 204,082 | $12.6M |
| Mutual Advisors, LLC | 0.36% | Add +1.4% | 210,995 | $12.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.90% | Add +1.1% | 202,030 | $12.5M |
| EverSource Wealth Advisors, LLC | 0.68% | Add +8.8% | 200,510 | $12.4M |
| Tandem Wealth Advisors LLC | 6.44% | Reduce -2.4% | 199,548 | $12.3M |
| Apexium Financial, LP | 0.73% | Add +1.1% | 197,389 | $12.2M |
| Stratos Investment Management, LLC | 0.65% | Add +14.0% | 197,262 | $12.2M |
| Assetmark, Inc. | 0.03% | Reduce -6.6% | 196,431 | $12.1M |
| Savant Capital, LLC | 0.10% | Reduce -7.0% | 195,728 | $12.1M |
| DDFG, Inc | 3.32% | Add +9.3% | 194,089 | $12.0M |
| Journey Advisory Group, LLC | 0.98% | Reduce -8.8% | 192,618 | $11.9M |
| Beaumont Financial Advisors, LLC | 0.93% | Add +0.7% | 192,458 | $11.9M |
| Verus Capital Partners, LLC | 1.19% | Add +3.6% | 192,448 | $11.9M |
| WealthShield Partners, LLC | 1.52% | Add +13.6% | 190,676 | $11.8M |
| KOM Wealth Management Group, LLC | 10.29% | Reduce -31.9% | 190,659 | $11.8M |
| Prospera Financial Services Inc | 0.27% | Add +24.3% | 190,025 | $11.7M |
| Alternative Investment Advisors, LLC. | 6.21% | Reduce -1.8% | 190,029 | $11.7M |
| Cypress Financial Planning LLC | 4.20% | Reduce -3.1% | 188,605 | $11.7M |
| FC Advisory LLC | 3.93% | Add +3.7% | 188,100 | $11.6M |
| Meridian Wealth Management, LLC | 0.56% | Add +0.8% | 187,396 | $11.6M |
| Thoroughbred Financial Services, LLC | 0.72% | Add +0.1% | 187,378 | $11.6M |
| Legacy Financial Advisors, Inc. | 1.93% | Reduce -3.5% | 187,094 | $11.6M |
| Sterling Manor Financial, LLC | 8.16% | Reduce -43.0% | 184,934 | $11.4M |
| PSI Advisors, LLC | 3.70% | Add +1.6% | 183,878 | $11.4M |
| First Horizon Advisors, Inc. | 0.32% | Add +2.3% | 183,459 | $11.3M |
| Gallagher Fiduciary Advisors, LLC | 0.36% | Reduce -0.5% | 179,170 | $11.1M |
| Objectivity Squared, LLC | 9.07% | Add +0.3% | 185,609 | $10.8M |
| SOA Wealth Advisors, LLC. | 2.25% | Reduce -1.4% | 174,823 | $10.8M |
| Integrated Advisors Network LLC | 0.55% | Add +37.6% | 174,631 | $10.8M |
| Capital Investment Advisory Services, LLC | 0.96% | Add +2.0% | 174,629 | $10.8M |
| Princeton Global Asset Management LLC | 2.13% | Reduce -14.0% | 173,885 | $10.7M |
| Modus Advisors, LLC | 3.48% | Add +1.2% | 171,859 | $10.6M |
| Premier Path Wealth Partners, LLC | 1.61% | Add +2.0% | 167,836 | $10.4M |
| Allworth Financial LP | 0.06% | Reduce -1.6% | 171,307 | $10.2M |
| Argent Advisors, Inc. | 3.41% | Reduce -10.9% | 164,523 | $10.2M |
| Perritt Capital Management Inc | 5.59% | Reduce -3.0% | 164,074 | $10.1M |
| Cornerstone Wealth Management, LLC | 0.68% | Add +0.3% | 163,763 | $10.1M |
| Knightsbridge Asset Management, LLC | 2.63% | Add +0.6% | 162,985 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -40.5% | 161,072 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -7.1% | 160,316 | $9.9M |
| Forte Asset Management LLC | 4.97% | Reduce -1.4% | 159,626 | $9.9M |
| Arkadios Wealth Advisors | 0.37% | Add +17.0% | 156,526 | $9.7M |
| Sound View Wealth Advisors Group, LLC | 0.79% | Reduce -9.2% | 156,298 | $9.7M |
| Gotham Asset Management | 0.08% | Add +65.0% | 153,706 | $9.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -1.1% | 152,681 | $9.4M |
| Fairway Financial, LLC | 8.51% | Add +1.3% | 151,841 | $9.4M |
| Essex Financial Services, Inc. | 0.67% | Add +3.9% | 151,277 | $9.3M |
| Colonial Trust Co / SC | 1.44% | Reduce -0.9% | 150,069 | $9.3M |
| KPP Advisory Services LLC | 1.76% | Add +87.5% | 149,889 | $9.3M |
| Gladstone Institutional Advisory LLC | 0.43% | Add +5.2% | 149,862 | $9.3M |
| LifeGoal Investments, LLC | 9.97% | Reduce -11.6% | 149,309 | $9.2M |
| Patriot Financial Group Insurance Agency, LLC | 1.24% | Reduce -6.1% | 149,375 | $9.2M |
| Kingsview Wealth Management, LLC | 0.17% | Add +1.7% | 149,148 | $9.2M |
| Monterey Private Wealth, Inc. | 2.69% | Add +2.4% | 147,778 | $9.1M |
| Shepherd Financial Partners LLC | 1.06% | Reduce -0.4% | 146,868 | $9.1M |
| Baker Avenue Asset Management, LP | 0.28% | Add +0.3% | 142,899 | $8.8M |
| FourThought Financial Partners, LLC | 0.92% | Reduce -17.6% | 142,314 | $8.8M |
| Strategic Blueprint, LLC | 0.47% | Add +356.2% | 139,705 | $8.6M |
| BBR Partners, LLC | 0.60% | Add +0.0% | 137,693 | $8.5M |
| TD Waterhouse Canada Inc. | 0.07% | Add +5.3% | 137,695 | $8.5M |
| TriaGen Wealth Management LLC | 2.95% | Add +0.8% | 135,332 | $8.4M |
| Concord Wealth Partners | 1.35% | Reduce -44.8% | 133,478 | $8.2M |
| Crumly & Associates Inc. | 2.26% | Reduce -46.4% | 132,736 | $8.2M |
| Ieq Capital, LLC | 0.07% | Add +12.2% | 132,570 | $8.2M |
| Citigroup Inc. | 0.01% | Reduce -4.3% | 131,532 | $8.1M |
| Park Avenue Securities LLC | 0.10% | Reduce -52.7% | 129,342 | $8.0M |
| Sagespring Wealth Partners, LLC | 0.20% | Reduce -15.8% | 128,918 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +5.4% | 123,721 | $7.6M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +5.4% | 123,721 | $7.6M |
| Prosperity Consulting Group, LLC | 0.59% | Add +6.8% | 122,971 | $7.6M |
| Physician Wealth Advisors, Inc. | 1.31% | Reduce -2.2% | 122,940 | $7.6M |
| Royal Fund Management, LLC | 0.89% | Add +1.4% | 121,305 | $7.5M |
| Davidson Investment Advisors | 0.37% | Reduce -7.8% | 121,521 | $7.5M |
| Arkos Global Advisors | 1.10% | Add +3.7% | 120,809 | $7.5M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -20.2% | 118,995 | $7.4M |
| D.A. Davidson & Co. | 0.06% | Add +1.5% | 118,185 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -0.4% | 118,078 | $7.3M |
| Yarger Wealth Strategies, LLC | 4.23% | Add +0.4% | 117,472 | $7.3M |
| Aprio Wealth Management, LLC | 0.91% | Add +6.1% | 117,005 | $7.2M |
| Buck Wealth Strategies, LLC | 1.30% | Reduce -23.9% | 115,634 | $7.1M |
| Matisse Capital | 3.75% | Add +0.1% | 115,064 | $7.1M |
| Meridian Financial Advisors, LLC | 4.97% | Reduce -0.7% | 114,573 | $7.1M |
| Advisory Services Network, LLC | 0.13% | Add +4.5% | 113,267 | $7.0M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -6.8% | 113,004 | $7.0M |
| Lineweaver Wealth Advisors, LLC | 1.18% | Reduce -2.3% | 112,439 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -2.1% | 111,921 | $6.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +17.3% | 111,554 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.38% | Reduce -26.9% | 111,169 | $6.9M |
| Alhambra Investment Management LLC | 3.54% | Add +7.4% | 111,084 | $6.9M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -12.4% | 111,028 | $6.9M |
| Stephens Inc. | 0.10% | Add +11.1% | 109,673 | $6.8M |
| Capital Investment Counsel, LLC | 1.12% | Reduce -2.0% | 109,663 | $6.8M |
| Strategic Equity Management | 2.83% | Add +3.9% | 109,135 | $6.7M |
| ADG Wealth Management Group, LLC | 6.35% | Reduce -2.2% | 108,791 | $6.7M |
| Talisman Wealth Advisors LLC | 6.87% | Add +7.7% | 108,252 | $6.7M |
| Houlihan Financial Resource Group, Ltd. | 3.00% | Reduce -3.6% | 108,095 | $6.7M |
| Valmark Advisers, Inc. | 0.10% | Add +16.5% | 107,511 | $6.6M |
| Connecticut Wealth Management, LLC | 0.35% | Reduce -0.3% | 107,474 | $6.6M |
| HF Advisory Group, LLC | 2.90% | Add +6.7% | 107,265 | $6.6M |
| Autumn Glory Partners, LLC | 3.28% | Add +0.1% | 106,973 | $6.6M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -2.7% | 106,889 | $6.6M |
| Crews Bank & Trust | 1.13% | Add +10.4% | 106,761 | $6.6M |
| First National Corp. /Ma/ | 1.45% | Add +3.4% | 106,471 | $6.6M |
| Stonebridge Financial Planning Group, LLC | 2.99% | Add +4.7% | 106,105 | $6.6M |
| Eq LLC | 3.01% | Reduce -7.2% | 104,384 | $6.4M |
| Principal Securities, Inc. | 0.14% | Add +3.6% | 103,878 | $6.4M |
| Hoese & Co LLP | 5.49% | Add +2.6% | 102,515 | $6.3M |
| LGL Partners, LLC | 3.04% | Reduce -67.1% | 101,900 | $6.3M |
| Quad-Cities Investment Group, LLC | 3.10% | Add +8.6% | 101,670 | $6.3M |
| Stephens Consulting, LLC | 1.58% | Add +2.8% | 101,631 | $6.3M |
| Hubbell Strickland Wealth Management, LLC | 2.92% | Add +2.0% | 95,226 | $6.2M |
| Johnson & White Wealth Management, LLC | 3.45% | Add +10.3% | 99,391 | $6.1M |
| Merit Financial Group, LLC | 0.09% | Add +0.1% | 98,538 | $6.1M |
| Graypoint LLC | 0.38% | Reduce -9.3% | 98,072 | $6.1M |
| Asset Dedication, LLC | 0.49% | Reduce -11.7% | 97,489 | $6.0M |
| Flagship Wealth Advisors, LLC | 2.50% | Add +2.5% | 95,960 | $5.9M |
| Professional Financial Advisors, LLC | 1.50% | Add +4.2% | 95,781 | $5.9M |
| CW Advisors, LLC | 0.07% | Add +1916.6% | 94,036 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -0.7% | 94,000 | $5.8M |
| Parsons Capital Management Inc. | 0.31% | Add +4.6% | 93,024 | $5.7M |
| Glen Eagle Advisors, LLC | 0.95% | Reduce -6.2% | 92,945 | $5.7M |
| NewEdge Wealth, LLC | 0.10% | Add +3.1% | 91,954 | $5.7M |
| Smith, Moore & Co. | 0.52% | Add +3.5% | 91,724 | $5.7M |
| Integrated Investment Consultants, LLC | 1.12% | Reduce -0.9% | 91,406 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -30.1% | 86,719 | $5.6M |
| AtlasMark Financial, Inc | 5.12% | Add +4.3% | 89,350 | $5.5M |
| Mgo One Seven LLC | 0.21% | Add +5.0% | 88,711 | $5.5M |
| Csenge Advisory Group | 0.31% | Add +1.4% | 93,678 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -1.3% | 88,095 | $5.4M |
| Good Life Advisors, LLC | 0.38% | Add +58.8% | 86,722 | $5.4M |
| Founders Financial Securities LLC | 0.45% | New | 89,499 | $5.3M |
| Visionary Wealth Advisors | 0.31% | Add +3.0% | 84,315 | $5.2M |
| Concord Asset Management, LLC | 1.14% | Reduce -57.7% | 87,996 | $5.2M |
| Sheets Smith Wealth Management | 0.64% | Add +8.5% | 83,270 | $5.1M |
| Wela Strategies, Inc. | 2.15% | Reduce -14.0% | 82,431 | $5.1M |
| Redhawk Wealth Advisors, Inc. | 0.68% | Reduce -2.2% | 81,962 | $5.1M |
| Mill Creek Capital Advisors, LLC | 0.12% | Reduce -33.3% | 81,460 | $5.0M |
| Sunbelt Securities, Inc. | 0.45% | Reduce -0.7% | 80,970 | $5.0M |
| Cascade Financial Partners, LLC | 0.63% | Add +2.0% | 80,789 | $5.0M |
| JPL Wealth Management, LLC | 1.42% | Add +5.0% | 80,402 | $5.0M |
| Strategic Financial Concepts, LLC | 0.92% | Add +36.3% | 79,136 | $4.9M |
| Cornell Pochily Investment Advisors, Inc. | 1.69% | Add +2.6% | 78,008 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Add +25.7% | 77,883 | $4.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 77,282 | $4.8M |
| Blair William & Co. | 0.01% | Add +24.6% | 77,262 | $4.8M |
| Towercrest Capital Management | 0.90% | Reduce -18.8% | 76,648 | $4.7M |
| Pacific Financial Group Inc. | 3.81% | Reduce -2.6% | 76,365 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +8.5% | 75,675 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +3.5% | 75,330 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +917.6% | 74,490 | $4.6M |
| Red Tortoise LLC | 2.39% | Add +0.4% | 74,236 | $4.6M |
| Pinnacle Associates Ltd. | 0.07% | Add +0.9% | 73,235 | $4.5M |
| Level Four Advisory Services, LLC | 0.18% | Add +53.1% | 72,432 | $4.5M |
| Cwm, LLC | 0.02% | Add +8.6% | 72,105 | $4.5M |
| Tme Financial, Inc. | 3.85% | New | 71,768 | $4.4M |
| Vista Cima Wealth Management LLC | 4.71% | Add +1.9% | 70,762 | $4.4M |
| Tranquility Partners, LLC | 1.69% | Add +1.9% | 70,751 | $4.4M |
| Integrity Alliance, Llc. | 0.17% | New | 70,680 | $4.4M |
| Forbes Financial Planning, Inc. | 3.22% | Reduce -0.1% | 70,279 | $4.3M |
| Arete Wealth Advisors, LLC | 0.33% | Reduce -11.3% | 70,228 | $4.3M |
| Innovative Wealth Building LLC | 3.99% | Reduce -2.7% | 70,157 | $4.3M |
| Herold Advisors, Inc. | 0.92% | Add +4.6% | 68,087 | $4.2M |
| Stillwater Wealth Management Group | 3.62% | Add +23.0% | 67,580 | $4.2M |
| LexAurum Advisors, LLC | 0.80% | Add +4.1% | 67,315 | $4.2M |
| SouthState Bank Corp | 0.19% | Add +162.8% | 67,312 | $4.2M |
| Smith Thornton Advisors LLC | 2.58% | Add +12.4% | 67,116 | $4.1M |
| CPC Advisors, LLC | 0.57% | Add +230.5% | 66,876 | $4.1M |
| AssuredPartners Investment Advisors, LLC | 0.80% | Add +3.4% | 66,836 | $4.1M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | Reduce -0.6% | 65,133 | $4.0M |
| Leigh Baldwin & Co., LLC | 3.20% | Add +30.6% | 64,284 | $4.0M |
| Beacon Bridge Wealth Partners, LLC | 1.68% | Add +0.3% | 63,901 | $3.9M |
| Family Legacy, Inc. | 1.33% | Reduce -9.7% | 62,593 | $3.9M |
| Financial Advocates Investment Management | 0.27% | Add +2.3% | 60,851 | $3.8M |
| GAMMA Investing LLC | 0.28% | Add +7.4% | 60,626 | $3.7M |
| Fermata Advisors, LLC | 0.67% | Reduce -4.0% | 59,933 | $3.7M |
| IHT Wealth Management, LLC | 0.12% | Reduce -6.7% | 59,855 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +6.3% | 59,774 | $3.7M |
| Marino, Stram & Associates LLC | 0.82% | Reduce -14.6% | 59,686 | $3.7M |
| Beam Wealth Advisors, Inc. | 1.21% | Reduce -12.8% | 57,908 | $3.6M |
| World Investment Advisors | 0.09% | Add +5.4% | 57,657 | $3.6M |
| Kohmann Bosshard Financial Services, LLC | 0.41% | Reduce -2.4% | 56,644 | $3.5M |
| Financial Perspectives, Inc | 1.18% | Add +8.2% | 55,887 | $3.5M |
| First Foundation Advisors | 0.14% | Add +3.0% | 55,567 | $3.4M |
| Samalin Investment Counsel, LLC | 1.39% | Add +14.9% | 55,225 | $3.4M |
| IFP Advisors, Inc | 0.11% | Reduce -3.3% | 55,213 | $3.4M |
| Moneywise, Inc. | 1.74% | Add +4.1% | 53,177 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -14.6% | 52,833 | $3.3M |
| 180 Wealth Advisors, LLC | 0.52% | Reduce -7.9% | 52,881 | $3.3M |
| Keystone Financial Group | 0.33% | Reduce -4.5% | 52,667 | $3.3M |
| Elevation Point Wealth Partners, LLC | 0.28% | Reduce -26.7% | 52,619 | $3.3M |
| Guidance Point Advisors, LLC | 0.96% | Add +0.5% | 52,514 | $3.2M |
| Chicago Partners Investment Group LLC | 0.11% | Add +76.2% | 53,345 | $3.2M |
| Prism Advisors, Inc. | 0.99% | Reduce -5.8% | 52,002 | $3.2M |
| Intellus Advisors LLC | 0.56% | Add +1.9% | 51,818 | $3.2M |
| Ring Mountain Capital, LLC | 2.39% | Add +1.4% | 51,464 | $3.2M |
| Beacon Financial Advisory LLC | 0.96% | Add +41.5% | 51,228 | $3.2M |
| Riverbend Wealth Management, LLC | 2.83% | Reduce -4.4% | 51,183 | $3.2M |
| Forza Wealth Management, LLC | 1.42% | Reduce -1.7% | 51,093 | $3.2M |
| Measured Wealth Private Client Group, LLC | 1.01% | No change | 51,072 | $3.2M |
| MBE Wealth Management, LLC | 1.51% | Reduce -2.8% | 50,936 | $3.1M |
| Howe & Rusling Inc. | 0.26% | Add +5.5% | 50,917 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +9.3% | 50,795 | $3.1M |
| Milestone Asset Management Group, LLC | 2.74% | Add +1.2% | 49,099 | $3.0M |
| Weaver Consulting Group | 0.90% | Reduce -2.7% | 48,592 | $3.0M |
| AE Wealth Management LLC | 0.03% | Reduce -20.8% | 48,144 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +0.1% | 47,945 | $3.0M |
| Verdence Capital Advisors LLC | 0.22% | Add +16.7% | 47,469 | $2.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.80% | Reduce -0.5% | 47,057 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | Add +3.8% | 47,015 | $2.9M |
| Harbor Investment Advisory, LLC | 0.28% | Reduce -0.3% | 46,470 | $2.9M |
| RFG Advisory, LLC | 0.08% | Reduce -1.6% | 46,123 | $2.8M |
| Twelve Points Wealth Management LLC | 0.77% | Reduce -12.9% | 45,967 | $2.8M |
| HBW Advisory Services LLC | 0.40% | Add +6.0% | 45,835 | $2.8M |
| Creative Financial Designs Inc. | 0.22% | Add +11.9% | 45,587 | $2.8M |
| Goldstone Financial Group, LLC | 0.42% | Reduce -2.2% | 45,073 | $2.8M |
| Centricity Wealth Management, LLC | 2.52% | Add +20.8% | 44,890 | $2.8M |
| Oak Asset Management, LLC | 1.01% | Reduce -0.1% | 44,582 | $2.8M |
| Synovus Financial Corp. | 0.04% | Add +1.2% | 44,178 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Reduce -4.8% | 43,904 | $2.7M |
| Western Wealth Management, LLC | 0.18% | Reduce -8.2% | 43,706 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +12.9% | 43,532 | $2.7M |
| FSC Wealth Advisors, LLC | 1.75% | No change | 43,173 | $2.7M |
| Cambridge Financial Group, LLC | 1.13% | Add +0.5% | 43,089 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +7.6% | 42,778 | $2.6M |
| Money Concepts Capital Corp. | 0.20% | Reduce -1.8% | 42,762 | $2.6M |
| Echo Wealth Management, LLC | 1.78% | Add +1.9% | 42,570 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 1.17% | Reduce -1.2% | 42,199 | $2.6M |
| Larson Financial Group LLC | 0.12% | Add +3.9% | 41,752 | $2.6M |
| KCM Investment Advisors LLC | 0.09% | Reduce -0.7% | 41,218 | $2.5M |
| MFA Wealth Services | 2.09% | Reduce -3.4% | 41,203 | $2.5M |
| AlphaCore Capital LLC | 0.22% | New | 41,154 | $2.5M |
| JB Capital LLC | 0.14% | Add +39.7% | 40,917 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +20.4% | 40,595 | $2.5M |
| Spirepoint Private Client, LLC | 0.33% | Reduce -5.4% | 40,584 | $2.5M |
| Old Mission Investment Co LLC | 0.75% | Add +0.3% | 40,378 | $2.5M |
| Guidance Capital, Inc. | 0.76% | Add +2.3% | 41,027 | $2.5M |
| Gunma Bank,Ltd. | 0.80% | Reduce -61.9% | 40,000 | $2.5M |
| 4J Wealth Management LLC | 1.92% | Reduce -77.0% | 39,351 | $2.4M |
| Heck Capital Advisors, LLC | 0.27% | Add +701.8% | 39,306 | $2.4M |
| Centerpoint Advisory Group | 2.38% | Add +24.9% | 39,172 | $2.4M |
| WBH Advisory Inc. | 0.22% | Reduce -41.8% | 39,020 | $2.4M |
| Bank of Montreal | 0.00% | Add +16.8% | 38,448 | $2.4M |
| Bonfire Financial | 2.19% | Reduce -13.2% | 38,445 | $2.4M |
| Cibc World Market Inc. | 0.01% | Add +2.2% | 38,362 | $2.4M |
| GSG Advisors LLC | 0.78% | Add +0.3% | 40,077 | $2.4M |
| Insight Advisors, LLC/ PA | 0.41% | Reduce -0.5% | 37,740 | $2.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.48% | No change | 37,488 | $2.3M |
| Gries Financial LLC | 0.45% | Add +20.5% | 37,459 | $2.3M |
| Endowment Wealth Management, Inc. | 1.46% | Add +10.2% | 36,642 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.3% | 36,486 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +17.8% | 36,383 | $2.2M |
| Norway Savings Bank | 1.28% | Add +30.0% | 36,370 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +15.7% | 36,402 | $2.2M |
| Gallacher Capital Management LLC | 1.09% | Add +1.5% | 36,184 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.36% | Add +8.2% | 36,156 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +12.3% | 35,769 | $2.2M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Add +7.6% | 35,692 | $2.2M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -11.6% | 35,525 | $2.2M |
| Southland Equity Partners LLC | 0.51% | Reduce -0.4% | 35,501 | $2.2M |
| Perennial Investment Advisors, LLC | 0.25% | Add +25.3% | 35,455 | $2.2M |
| OMNI 360 Wealth, Inc. | 1.46% | Add +1.1% | 35,382 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -1.7% | 35,288 | $2.2M |
| Sterling Investment Counsel, LLC | 0.75% | Add +496.6% | 35,268 | $2.2M |
| SevenBridge Financial Group, LLC | 0.43% | New | 34,902 | $2.2M |
| Harbor Advisory Corp. | 0.72% | No change | 34,660 | $2.1M |
| Financial Insights, Inc. | 0.85% | Reduce -2.8% | 34,586 | $2.1M |
| Bailard, Inc. | 0.05% | Reduce -1.0% | 34,047 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -0.8% | 33,889 | $2.1M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 33,471 | $2.1M |
| Objective Capital Management, LLC | 2.62% | Add +0.3% | 33,275 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +1.5% | 33,246 | $2.1M |
| Westfuller Advisors, LLC | 1.37% | Reduce -6.4% | 33,151 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.4% | 33,087 | $2.0M |
| TD Capital Management LLC | 0.21% | Reduce -2.1% | 33,082 | $2.0M |
| Brio Consultants, LLC | 0.31% | Reduce -13.4% | 32,419 | $2.0M |
| Sterling Wealth Advisors Inc | 1.53% | Add +0.3% | 32,188 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -51.5% | 32,361 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -3.3% | 31,975 | $2.0M |
| Curated Wealth Partners LLC | 0.26% | Reduce -2.8% | 31,920 | $2.0M |
| Sound Stewardship, LLC | 1.12% | Reduce -0.3% | 31,811 | $2.0M |
| Advisory Alpha, LLC | 0.07% | Add +0.1% | 31,577 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Reduce -5.6% | 31,313 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -1.7% | 31,181 | $1.9M |
| Williams & Novak, LLC | 1.88% | Reduce -0.2% | 31,247 | $1.9M |
| Smartleaf Asset Management LLC | 0.18% | Add +78.9% | 30,919 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | No change | 30,426 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +8.7% | 29,739 | $1.8M |
| John W. Brooker & Co., CPAs | 0.76% | Add +0.4% | 29,689 | $1.8M |
| Quest 10 Wealth Builders, Inc. | 1.94% | Add +2.2% | 28,858 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.42% | Add +1.9% | 29,261 | $1.8M |
| Post Resch Tallon Group Inc. | 1.84% | Add +11.5% | 29,277 | $1.8M |
| Drive Wealth Management, LLC | 0.42% | Reduce -2.0% | 29,036 | $1.8M |
| Counterweight Ventures, LLC | 1.29% | Add +7.4% | 29,034 | $1.8M |
| Rodgers & Associates, LTD | 0.22% | Reduce -1.1% | 28,841 | $1.8M |
| Spire Wealth Management | 0.06% | Add +5.7% | 28,780 | $1.8M |
| Flavin Financial Services, Inc. | 1.63% | Add +17.1% | 28,780 | $1.8M |
| Northside Capital Management, LLC | 0.29% | No change | 28,701 | $1.8M |
| Compound Planning, Inc. | 0.08% | Add +0.3% | 28,699 | $1.8M |
| Summit Wealth Partners, LLC | 0.36% | Add +23.7% | 28,419 | $1.8M |
| LMCG Investments, LLC | 0.12% | Add +0.8% | 28,395 | $1.8M |
| Merkkuri Wealth Advisors LLC | 1.48% | Reduce -1.1% | 28,027 | $1.7M |
| EPG Wealth Management LLC | 0.48% | Reduce -33.4% | 27,933 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -0.3% | 27,858 | $1.7M |
| StoneX Group Inc. | 0.09% | Reduce -44.2% | 27,849 | $1.7M |
| Gouws Capital LLC | 1.12% | Add +9.8% | 27,830 | $1.7M |
| Red Crane Wealth Management, LLC | 1.64% | Add +4.8% | 27,661 | $1.7M |
| Probity Advisors, Inc. | 0.33% | Add +171.8% | 27,614 | $1.7M |
| Eastern Bank | 0.03% | Reduce -76.2% | 27,400 | $1.7M |
| Keudell/Morrison Wealth Management | 0.40% | Add +1.0% | 27,294 | $1.7M |
| Clear Creek Financial Management, LLC | 0.17% | Add +4.5% | 27,130 | $1.7M |
| Mendel Money Management | 0.79% | Add +0.3% | 27,085 | $1.7M |
| Certified Advisory Corp | 0.19% | Reduce -3.2% | 27,082 | $1.7M |
| Beckerman Institutional, LLC | 1.20% | Add +0.0% | 26,794 | $1.7M |
| Sowa Financial Group, Inc. | 1.09% | Reduce -7.0% | 26,775 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +9.0% | 26,669 | $1.6M |
| Element Pointe Advisors, LLC | 0.40% | No change | 26,474 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 26,412 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.77% | Reduce -4.8% | 26,178 | $1.6M |
| Dohj, LLC | 0.37% | Reduce -0.6% | 26,084 | $1.6M |
| Bouvel Investment Partners, LLC | 0.61% | Add +2.9% | 25,667 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -0.3% | 26,017 | $1.6M |
| Whalerock Point Partners, LLC | 0.39% | Add +1.3% | 25,926 | $1.6M |
| Consolidated Portfolio Review Corp | 0.26% | Add +2.3% | 25,888 | $1.6M |
| Crewe Advisors LLC | 0.22% | Add +1.1% | 25,727 | $1.6M |
| Invst, LLC | 0.22% | Reduce -30.1% | 25,704 | $1.6M |
| GWN Securities Inc. | 0.09% | New | 25,710 | $1.6M |
| Astoria Portfolio Advisors LLC. | 0.54% | Add +98.2% | 26,843 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 25,534 | $1.6M |
| Islay Capital Management, LLC | 1.07% | Reduce -30.5% | 25,527 | $1.6M |
| Anchor Investment Management, LLC | 0.15% | Reduce -2.3% | 25,376 | $1.6M |
| Grey Ledge Advisors, LLC | 0.41% | Add +2.2% | 25,310 | $1.6M |
| Kapstone Financial Advisors LLC | 0.88% | No change | 25,254 | $1.6M |
| Norden Group LLC | 0.18% | Add +2.0% | 25,163 | $1.6M |
| Carr Financial Group Corp | 0.51% | Add +1.1% | 25,124 | $1.6M |
| CVA Family Office, LLC | 0.24% | Add +47.5% | 25,044 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.54% | Reduce -9.9% | 24,959 | $1.5M |
| Optimum Investment Advisors | 0.72% | Add +10.5% | 24,750 | $1.5M |
| Capital International Investors | 0.00% | Reduce -3.9% | 24,511 | $1.5M |
| Atwater Malick LLC | 0.51% | Add +31.5% | 24,394 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.30% | Add +2.7% | 24,145 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +26.2% | 24,117 | $1.5M |
| Allium Financial Advisors, LLC | 1.36% | — | 24,099 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Reduce -1.4% | 23,978 | $1.5M |
| Renaissance Technologies | 0.00% | New | 23,900 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Add +6.8% | 23,699 | $1.5M |
| Fiduciary Group, LLC | 0.15% | Reduce -2.2% | 23,601 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.77% | Add +156.2% | 23,584 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -6.3% | 23,479 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 23,478 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.22% | Add +2.6% | 23,427 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +5.5% | 23,302 | $1.4M |
| Prepared Retirement Institute LLC | 0.92% | Reduce -16.1% | 23,256 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -10.3% | 23,241 | $1.4M |
| Nottingham Advisors, Inc. | 0.22% | Reduce -3.0% | 23,235 | $1.4M |
| PFG Advisors | 0.08% | Reduce -6.5% | 23,174 | $1.4M |
| Elite Financial, Inc. | 0.75% | Add +2.2% | 22,855 | $1.4M |
| Fingerlakes Wealth Management, Inc. | 1.20% | Add +4.9% | 22,827 | $1.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +244.1% | 22,451 | $1.4M |
| Investment Partners, LTD. | 0.57% | Reduce -11.3% | 22,261 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +0.4% | 22,053 | $1.4M |
| Roman Butler Fullerton & Co. | 0.53% | Add +0.3% | 23,074 | $1.4M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.5% | 21,784 | $1.3M |
| Ellis Investment Partners, LLC | 0.28% | Reduce -3.4% | 21,761 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.6% | 21,511 | $1.3M |
| First Heartland Consultants, Inc. | 0.14% | Add +4.8% | 21,399 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | Add +15.3% | 21,350 | $1.3M |
| Rovin Capital /Ut/ | 0.42% | Add +11.1% | 21,336 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.3% | 21,254 | $1.3M |
| Priebe Wealth Holdings LLC | 0.82% | Reduce -1.5% | 21,248 | $1.3M |
| McLean Asset Management Corp | 0.43% | Add +4.6% | 23,593 | $1.3M |
| 360 Financial, Inc. | 0.47% | Reduce -23.8% | 21,048 | $1.3M |
| First Bancorp, Inc | 0.84% | Add +1.6% | 21,014 | $1.3M |
| Occidental Asset Management, LLC | 0.20% | No change | 20,966 | $1.3M |
| Watts Gwilliam & Co., LLC | 0.28% | Add +2.0% | 20,728 | $1.3M |
| Alliance Wealth Management Group | 0.34% | Add +7.6% | 20,525 | $1.3M |
| Ruggaard & Associates LLC | 0.55% | Add +18.9% | 20,468 | $1.3M |
| Wells Financial Advisors INC | 1.74% | Add +0.5% | 20,421 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -87.9% | 20,372 | $1.3M |
| Sound Financial Strategies Group, LLC | 1.12% | Add +49.1% | 20,360 | $1.3M |
| CRA Financial Services, LLC | 0.21% | Reduce -1.1% | 20,277 | $1.3M |
| NFSG Corp | 0.30% | Reduce -10.8% | 20,087 | $1.2M |
| Armstrong, Fleming & Moore, Inc | 1.50% | New | 20,064 | $1.2M |
| Icon Wealth Advisors, LLC | 0.10% | Reduce -0.1% | 20,052 | $1.2M |
| Titleist Asset Management, LLC | 0.14% | Add +0.0% | 20,012 | $1.2M |
| Opulen Financial Group LLC | 1.11% | Add +0.4% | 19,843 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Reduce -67.6% | 19,659 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.2% | 21,908 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +2.7% | 19,569 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +218.3% | 19,513 | $1.2M |
| NCM Capital Management, LLC | 0.54% | Reduce -3.8% | 19,360 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.24% | Add +0.1% | 19,201 | $1.2M |
| Ranch Capital Advisors Inc. | 0.56% | Add +2.8% | 19,158 | $1.2M |
| High Net Worth Advisory Group LLC | 0.33% | No change | 19,127 | $1.2M |
| Greater Midwest Financial Group, LLC | 0.82% | Reduce -5.0% | 18,995 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -0.2% | 18,917 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.46% | Reduce -1.9% | 18,582 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +1.6% | 18,568 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.30% | Reduce -0.0% | 18,507 | $1.1M |
| Accretive Wealth Partners, LLC | 0.40% | Add +23.4% | 18,823 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.53% | Add +5.0% | 18,209 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +260.2% | 18,105 | $1.1M |
| Ehrlich Financial Group | 0.81% | Reduce -1.2% | 18,097 | $1.1M |
| Claro Advisors Inc. | 0.15% | Reduce -25.2% | 17,988 | $1.1M |
| Pasadena Private Wealth, LLC | 0.21% | Add +17.9% | 17,967 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +9.1% | 17,921 | $1.1M |
| Fort Point Capital Partners LLC | 0.12% | Add +0.4% | 17,870 | $1.1M |
| Essex Bank | 0.27% | Add +3.5% | 17,846 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -18.3% | 17,573 | $1.1M |
| VestGen Advisors, LLC | 0.05% | — | 17,557 | $1.1M |
| Avantra Family Wealth, Inc. | 1.03% | Add +6.6% | 17,427 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -24.6% | 17,404 | $1.1M |
| Balentine LLC | 0.04% | New | 17,341 | $1.1M |
| Valley National Advisers Inc. | 0.19% | Add +8.8% | 17,291 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -2.6% | 17,221 | $1.1M |
| Commonwealth Financial Services, LLC | 0.22% | Reduce -2.6% | 17,156 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | Reduce -7.8% | 16,975 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.26% | Add +8.4% | 16,955 | $1.0M |
| Leavell Investment Management, Inc. | 0.05% | No change | 16,940 | $1.0M |
| Ellenbecker Investment Group | 0.19% | Reduce -9.8% | 16,805 | $1.0M |
| First National Trust Co | 0.04% | Add +7.7% | 16,789 | $1.0M |
| Mosaic Financial Group, LLC | 0.84% | Add +0.1% | 16,661 | $1.0M |
| CGC Financial Services, LLC | 0.40% | No change | 16,565 | $1.0M |
| Freestate Advisors LLC | 1.01% | Reduce -35.7% | 16,503 | $1.0M |
| Sequent Planning LLC | 0.36% | Reduce -0.0% | 16,412 | $1.0M |
| Uptick Partners, LLC | 0.34% | Reduce -11.6% | 16,243 | $1.0M |
| Paladin Advisory Group, LLC | 0.80% | No change | 16,197 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Add +156.7% | 16,069 | $993K |
| NorthRock Partners, LLC | 0.03% | Add +1300.1% | 16,017 | $990K |
| IFG Advisory, LLC | 0.05% | Add +5.8% | 15,811 | $977K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +6.3% | 15,594 | $963K |
| IPG Investment Advisors LLC | 0.22% | No change | 15,575 | $962K |
| Brandywine Oak Private Wealth LLC | 0.09% | Reduce -1.9% | 15,391 | $951K |
| Opal Wealth Advisors, LLC | 0.29% | Reduce -2.0% | 15,372 | $950K |
| Alteri Wealth LLC | 0.42% | Add +14.8% | 15,364 | $949K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +5.5% | 15,268 | $943K |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -3.2% | 15,197 | $939K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +2.5% | 15,272 | $934K |
| Citizens Financial Group Inc. | 0.02% | Add +159.3% | 15,073 | $931K |
| Ipsen Advisor Group LLC | 0.80% | Reduce -0.2% | 15,024 | $928K |
| Inscription Capital, LLC | 0.15% | — | 15,800 | $917K |
| Walkner Condon Financial Advisors LLC | 0.18% | Reduce -10.6% | 14,701 | $908K |
| Oxford Financial Group, LTD. LLC | 0.06% | Reduce -6.0% | 14,621 | $903K |
| Aspen Wealth Management LLC | 0.25% | Add +0.5% | 14,516 | $897K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +113.9% | 14,508 | $896K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -15.0% | 14,488 | $895K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.2% | 14,423 | $891K |
| Stokes Family Office, LLC | 0.10% | Reduce -7.6% | 14,391 | $889K |
| Acorn Financial Advisory Services Inc. | 0.16% | Reduce -8.5% | 14,384 | $889K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +68.7% | 14,270 | $882K |
| Montis Financial, LLC | 0.26% | Reduce -25.6% | 14,193 | $877K |
| Fairvoy Private Wealth, LLC | 0.24% | Reduce -2.2% | 14,136 | $873K |
| Magnus Financial Group LLC | 0.08% | Reduce -26.6% | 13,880 | $858K |
| Teamwork Financial Advisors, LLC | 0.12% | Add +309.8% | 13,869 | $857K |
| AQR Capital Management | 0.00% | Add +95.4% | 13,842 | $855K |
| American State Bank (Iowa) | 0.51% | Reduce -0.2% | 13,799 | $853K |
| Investment Advisory Group, LLC | 0.28% | Add +0.1% | 13,685 | $845K |
| Talon Private Wealth, LLC | 0.11% | Reduce -22.4% | 13,609 | $841K |
| Pinnacle Bancorp, Inc. | 0.27% | Add +5.8% | 13,604 | $840K |
| Simplicity Wealth,LLC | 0.07% | Add +50.2% | 13,590 | $840K |
| Crowley Wealth Management, Inc. | 0.80% | Reduce -10.1% | 13,588 | $839K |
| MWA Asset Management | 0.58% | Add +0.8% | 13,587 | $839K |
| Curi Capital, LLC | 0.02% | Reduce -15.9% | 13,542 | $837K |
| Warner Financial, Inc. | 0.37% | No change | 13,524 | $836K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -6.2% | 13,485 | $833K |
| Delos Wealth Advisors, LLC | 0.66% | New | 13,473 | $832K |
| Aspiriant, LLC | 0.03% | No change | 13,463 | $832K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.7% | 13,372 | $826K |
| International Assets Investment Management, LLC | 0.07% | Reduce -4.7% | 13,322 | $823K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +116.5% | 13,335 | $823K |
| West Wealth Group, LLC | 0.24% | Add +20.3% | 13,335 | $822K |
| Focus Financial Network, Inc. | 0.03% | Add +0.1% | 13,276 | $820K |
| Northeast Financial Group, Inc. | 0.31% | Reduce -28.7% | 13,272 | $820K |
| Jane Street Group, LLC | 0.00% | Reduce -75.3% | 13,247 | $818K |
| Advisor Resource Council | 0.07% | New | 13,184 | $815K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -16.0% | 13,159 | $813K |
| ORG Partners LLC | 0.21% | Reduce -82.6% | 13,128 | $811K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -20.1% | 12,911 | $798K |
| Beacon Financial Planning, Inc. | 0.46% | Add +152.3% | 12,831 | $793K |
| PCA Investment Advisory Services Inc. | 0.42% | Add +0.2% | 12,810 | $791K |
| Smithfield Trust Co | 0.04% | Reduce -24.7% | 12,719 | $784K |
| Cascades Capital Asset Management, LLC | 0.43% | Reduce -3.6% | 12,662 | $782K |
| Centaurus Financial, Inc. | 0.05% | Add +7.8% | 12,648 | $781K |
| Fifth Third Bancorp | 0.00% | Add +60.4% | 12,549 | $775K |
| HM Payson & Co. | 0.01% | Reduce -4.9% | 12,539 | $775K |
| Horizon Investment Services, LLC | 0.37% | Reduce -12.6% | 12,369 | $764K |
| LifePlan Financial, LLC | 0.66% | Add +7.4% | 12,201 | $754K |
| WealthCare Investment Partners, LLC | 0.32% | Reduce -3.9% | 13,151 | $752K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +0.7% | 12,106 | $748K |
| Element Wealth, LLC | 0.40% | Reduce -8.2% | 12,061 | $745K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -1.0% | 11,951 | $738K |
| Brasada Capital Management, LP | 0.15% | Reduce -3.0% | 13,341 | $737K |
| Legacy Trust | 0.18% | Add +120.5% | 11,892 | $735K |
| Main Street Financial Solutions, LLC | 0.06% | Add +73.9% | 11,886 | $734K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.6% | 11,834 | $731K |
| Flagship Private Wealth, LLC | 0.35% | Add +0.0% | 11,811 | $730K |
| Evernest Financial Advisors, LLC | 0.26% | No change | 11,797 | $729K |
| Wedmont Private Capital | 0.04% | Add +1.6% | 12,488 | $729K |
| Modern Wealth Management, LLC | 0.02% | Add +14.1% | 11,785 | $728K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.6% | 11,762 | $727K |
| Roxbury Financial LLC | 0.71% | Add +4.3% | 11,315 | $726K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +3.3% | 11,738 | $725K |
| Cardinal Point Capital Management ULC | 0.07% | Add +0.0% | 11,684 | $722K |
| Venture Visionary Partners LLC | 0.03% | Add +2.3% | 11,625 | $718K |
| Wealth Management Associates, Inc. | 0.31% | Add +0.9% | 11,532 | $712K |
| Fort Sheridan Advisors LLC | 0.11% | Add +0.6% | 11,443 | $707K |
| ARS Investment Partners, LLC | 0.06% | No change | 11,500 | $705K |
| EFG Asset Management (Americas) Corp. | 0.14% | Add +21.7% | 11,417 | $705K |
| Olde Wealth Management, LLC | 0.25% | No change | 11,374 | $702K |
| Virtue Capital Management, LLC | 0.08% | New | 11,315 | $700K |
| Compass Financial Services Inc | 0.36% | Add +0.4% | 11,186 | $691K |
| Ascentis Wealth Management, LLC | 0.22% | Reduce -9.8% | 11,116 | $685K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +2.0% | 11,062 | $683K |
| Apeiron RIA LLC | 0.21% | Add +0.3% | 11,029 | $681K |
| PKS Advisory Services, LLC | 0.19% | Reduce -4.4% | 11,025 | $681K |
| Veracity Capital LLC | 0.27% | Add +4.9% | 10,988 | $679K |
| Investment Partners Asset Management, Inc. | 0.53% | Add +10.9% | 10,931 | $675K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.1% | 10,902 | $674K |
| Sunburst Financial Group, LLC | 0.17% | Reduce -6.3% | 10,877 | $672K |
| Principle Wealth Partners LLC | 0.05% | No change | 10,853 | $670K |
| Sovran Advisors, LLC | 0.09% | Reduce -8.8% | 11,439 | $666K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -11.3% | 10,828 | $662K |
| Mission Wealth Management, LP | 0.02% | Add +6.3% | 10,701 | $661K |
| MSH Capital Advisors LLC | 0.20% | Add +13.0% | 10,700 | $661K |
| Kraft, Davis & Associates, LLC | 0.21% | Add +0.0% | 11,297 | $660K |
| Redwood Financial Network Corp | 0.50% | Reduce -0.5% | 10,606 | $655K |
| Beacon Harbor Wealth Advisors, Inc. | 0.15% | No change | 10,599 | $655K |
| Qube Research & Technologies Ltd | 0.00% | Add +23.2% | 10,471 | $647K |
| Marshall Financial Group, LLC | 0.14% | Reduce -83.2% | 10,412 | $643K |
| Human Investing LLC | 0.11% | Add +3.9% | 10,380 | $641K |
| Albion Financial Group | 0.05% | Reduce -2.4% | 10,373 | $641K |
| Rik Saylor Financial, Inc. | 0.56% | Add +0.1% | 10,350 | $639K |
| Advance Capital Management, Inc. | 0.03% | Add +27.0% | 10,329 | $638K |
| Modera Wealth Management, LLC | 0.01% | No change | 10,298 | $636K |
| Biltmore Family Office, LLC | 0.11% | No change | 10,247 | $633K |
| Wolfstich Capital, LLC | 0.57% | No change | 10,192 | $630K |
| Allen Capital Group, LLC | 0.07% | Add +3.5% | 10,165 | $628K |
| Randolph Co Inc | 0.07% | Reduce -4.9% | 10,153 | $627K |
| BNP Paribas Financial Markets | 0.00% | New | 10,134 | $626K |
| Round Rock Advisors LLC | 0.12% | Add +18.3% | 10,107 | $624K |
| Comprehensive Financial Planning, Inc. | 0.61% | Reduce -14.8% | 10,098 | $624K |
| Nwam LLC | 0.05% | Add +161.6% | 10,070 | $622K |
| Roberts Financial Services LLC | 0.12% | No change | 10,059 | $621K |
| Latitude Advisors, LLC | 0.36% | Add +13.1% | 10,022 | $619K |
| Alterna Wealth Management, Inc. | 0.47% | Add +45.7% | 9,987 | $617K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.4% | 9,979 | $616K |
| Caprock Group, LLC | 0.02% | New | 9,972 | $616K |
| Novem Group | 0.09% | Reduce -4.2% | 9,962 | $615K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -3.7% | 9,876 | $610K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.5% | 9,756 | $603K |
| W Advisors, LLC | 0.38% | No change | 9,697 | $599K |
| SageView Advisory Group, LLC | 0.03% | Reduce -17.6% | 9,677 | $598K |
| Rehmann Capital Advisory Group | 0.04% | Add +34.2% | 9,675 | $598K |
| PFG Investments, LLC | 0.04% | Add +4.1% | 9,670 | $597K |
| Jordan Park Group LLC | 0.04% | No change | 9,500 | $587K |
| Ancora Advisors LLC | 0.01% | Add +4.4% | 9,499 | $587K |
| Dana Investment Advisors, Inc. | 0.02% | Add +7.5% | 9,410 | $581K |
| Michels Family Financial, LLC | 0.52% | Reduce -1.6% | 9,393 | $580K |
| HUB Investment Partners, LLC | 0.02% | Reduce -6.3% | 9,382 | $580K |
| Ignite Planners, LLC | 0.11% | Add +7.3% | 9,623 | $577K |
| Clarus Wealth Advisors | 0.31% | Add +79.0% | 9,757 | $575K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Reduce -20.9% | 9,237 | $571K |
| Brighton Jones LLC | 0.02% | Add +37.7% | 9,218 | $569K |
| Lincoln Capital LLC | 0.12% | Reduce -2.8% | 9,738 | $569K |
| RFG - Bristol Wealth Advisors, LLC | 0.19% | Reduce -37.0% | 9,190 | $568K |
| Signal Advisors Wealth, LLC | 0.06% | Add +3.9% | 9,166 | $566K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -83.0% | 9,162 | $566K |
| Diversified Trust Co. | 0.01% | Add +40.5% | 9,111 | $563K |
| West Michigan Advisors, LLC | 0.19% | Add +106.9% | 9,063 | $560K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 8,884 | $549K |
| Glenview Trust Co | 0.01% | Add +1.0% | 8,879 | $549K |
| Marcum Wealth, LLC | 0.05% | Add +0.1% | 8,846 | $546K |
| Breakwater Capital Group | 0.10% | Add +1.7% | 8,839 | $546K |
| Summit X, LLC | 0.11% | Add +6.8% | 8,787 | $543K |
| Ayrshire Capital Management LLC | 0.26% | Add +15.4% | 8,687 | $537K |
| Bell Bank | 0.03% | No change | 8,600 | $531K |
| Atlantic Family Wealth, LLC | 0.49% | No change | 8,542 | $528K |
| Wealth Effects LLC | 0.22% | No change | 8,531 | $527K |
| Lane & Associates LLC | 0.28% | Add +12.7% | 8,512 | $526K |
| Aurora Private Wealth, Inc. | 0.42% | Reduce -40.7% | 8,476 | $524K |
| Sanchez Wealth Management Group | 0.14% | Reduce -5.4% | 8,479 | $524K |
| Tranquilli Financial Advisor LLC | 0.33% | New | 8,429 | $521K |
| FineMark National Bank & Trust | 0.02% | Add +18.6% | 8,424 | $520K |
| River Wealth Advisors LLC | 0.07% | Reduce -4.0% | 8,350 | $516K |
| Sax Wealth Advisors, LLC | 0.04% | Add +26.1% | 8,275 | $511K |
| First Manhattan Co. Llc. | 0.00% | Add +0.0% | 8,261 | $510K |
| Commerce Bank | 0.00% | Reduce -2.9% | 8,250 | $510K |
| Scott & Selber, Inc. | 0.16% | Add +0.0% | 8,231 | $509K |
| Whelan Financial | 0.20% | Reduce -2.4% | 8,181 | $505K |
| NovaPoint Capital, LLC | 0.15% | Reduce -11.0% | 8,057 | $498K |
| Security Financial Services, INC. | 0.10% | No change | 7,990 | $494K |
| GeoWealth Management, LLC | 0.02% | Reduce -32.1% | 7,968 | $492K |
| Catalyst Financial Partners LLC | 0.09% | Add +7.9% | 7,967 | $492K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.0% | 7,844 | $485K |
| Financial Partners Group, Inc | 0.07% | Add +0.5% | 7,794 | $482K |
| Headinvest, LLC | 0.09% | Reduce -26.2% | 7,785 | $481K |
| BKM Wealth Management, LLC | 0.20% | Add +10.2% | 7,766 | $480K |
| Annex Advisory Services, LLC | 0.01% | Reduce -27.7% | 7,755 | $479K |
| City State Bank | 0.16% | Add +1.1% | 7,732 | $478K |
| Balance Wealth Partners LLC | 0.31% | — | 7,717 | $477K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +1.8% | 7,711 | $476K |
| McAdam, LLC | 0.03% | Reduce -13.3% | 7,707 | $476K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 7,692 | $475K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -3.6% | 7,661 | $473K |
| Keebeck Wealth Management | 0.07% | Add +17.2% | 7,643 | $472K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 7,611 | $470K |
| Bluesphere Advisors LLC | 0.27% | Add +16.8% | 7,591 | $469K |
| Intrepid Capital Management Inc. | 0.28% | No change | 7,479 | $462K |
| Sharkey, Howes & Javer | 0.07% | Reduce -13.7% | 7,454 | $461K |
| Apollon Financial, LLC | 0.11% | Add +6.6% | 7,424 | $459K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 7,394 | $457K |
| Family Capital Trust Co | 0.16% | No change | 7,300 | $451K |
| Paces Ferry Wealth Advisors, LLC | 0.22% | Reduce -4.1% | 7,287 | $450K |
| Whitener Capital Management, Inc. | 0.13% | Reduce -5.2% | 7,250 | $448K |
| Carnegie Investment Counsel | 0.01% | Add +14.8% | 7,872 | $446K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.4% | 7,216 | $446K |
| Rothschild Investment LLC | 0.03% | Add +5.8% | 7,161 | $442K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -42.3% | 7,159 | $442K |
| Alta Wealth Advisors LLC | 0.20% | Add +0.3% | 7,141 | $441K |
| Brady Family Wealth, LLC | 0.14% | Add +0.0% | 7,136 | $441K |
| Potentia Wealth | 0.20% | No change | 7,064 | $436K |
| Capital Advantage, Inc. | 0.08% | No change | 7,098 | $435K |
| Core Wealth Advisors, Inc. | 0.14% | No change | 6,990 | $432K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -0.1% | 6,984 | $431K |
| Garrett Wealth Advisory Group, LLC | 0.10% | Reduce -7.7% | 6,952 | $429K |
| Hanson & Doremus Investment Management | 0.06% | No change | 6,937 | $429K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | Reduce -1.1% | 6,937 | $429K |
| First City Capital Management, Inc. | 0.26% | No change | 6,929 | $428K |
| Demars Financial Group, LLC | 0.18% | Reduce -4.7% | 6,906 | $427K |
| Riverchase Wealth Management, LLC | 0.30% | No change | 6,835 | $422K |
| Keybank National Association | 0.00% | Add +0.1% | 6,830 | $422K |
| Ameriflex Group, Inc. | 0.17% | Add +11.2% | 6,828 | $422K |
| Stanich Group LLC | 0.31% | No change | 6,812 | $421K |
| Evermay Wealth Management LLC | 0.06% | No change | 6,795 | $420K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -6.1% | 6,746 | $417K |
| Destination Wealth Management | 0.01% | Add +0.5% | 6,724 | $415K |
| Bernard Wealth Management Corp. | 0.20% | Reduce -14.6% | 6,717 | $415K |
| Quadrant Capital Group LLC | 0.02% | Reduce -9.0% | 6,702 | $414K |
| Formidable Asset Management, LLC | 0.07% | No change | 6,685 | $413K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -21.9% | 6,651 | $411K |
| TRUE Private Wealth Advisors | 0.05% | Add +3.3% | 6,599 | $408K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -15.5% | 6,570 | $406K |
| Mandatum Life Insurance Co Ltd | 0.12% | No change | 6,546 | $404K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -0.9% | 6,496 | $401K |
| Kirtland Hills Capital Management, LLC | 0.24% | New | 6,866 | $400K |
| Betterment LLC | 0.00% | Add +27.1% | 6,464 | $399K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 6,449 | $399K |
| Bay Capital Advisors, LLC | 0.33% | Reduce -23.3% | 6,433 | $397K |
| National Wealth Management Group, LLC | 0.26% | Add +1.2% | 6,382 | $394K |
| Empire Financial Management Company, LLC | 0.12% | Reduce -1.9% | 6,382 | $394K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $389K |
| Zhang Financial LLC | 0.02% | Add +0.4% | 6,289 | $389K |
| CVFG LLC | 0.35% | Reduce -5.0% | 6,260 | $387K |
| Fortis Advisors, LLC | 0.25% | Reduce -18.4% | 6,252 | $386K |
| Old National Bancorp | 0.01% | Add +15.4% | 6,250 | $386K |
| Mendel Capital Management LLC | 0.23% | Add +0.1% | 6,241 | $386K |
| Francis Financial, Inc. | 0.09% | No change | 6,238 | $385K |
| Romano Brothers and Company | 0.05% | Add +3.3% | 6,233 | $385K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -20.1% | 6,193 | $383K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -22.2% | 6,171 | $381K |
| Hobbs Group Advisors, LLC | 0.14% | Add +10.6% | 6,138 | $379K |
| Orrstown Financial Services Inc. | 0.09% | No change | 6,018 | $372K |
| Tandem Capital Management Corp. | 0.21% | No change | 6,011 | $371K |
| FSB Premier Wealth Management, Inc. | 0.14% | Add +0.2% | 6,000 | $371K |
| Beacon Financial Group | 0.04% | New | 5,997 | $370K |
| Trek Financial, LLC | 0.03% | New | 5,994 | $370K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -3.0% | 5,989 | $370K |
| Tiaa Trust, National Association | 0.00% | Reduce -19.0% | 5,985 | $370K |
| Continuum Advisory, LLC | 0.05% | Reduce -3.0% | 5,930 | $366K |
| Continuum Wealth Advisors, LLC | 0.19% | Reduce -1.6% | 5,902 | $365K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 5,884 | $364K |
| FWL Investment Management, LLC | 0.13% | Reduce -24.4% | 5,853 | $362K |
| Ascent Group, LLC | 0.02% | Add +51.1% | 5,797 | $358K |
| Headlands Technologies LLC | 0.04% | Reduce -10.6% | 5,744 | $355K |
| Abound Financial, LLC | 0.18% | Add +0.0% | 5,706 | $353K |
| Vident Advisory, LLC | 0.01% | No change | 5,703 | $352K |
| Carl P. Sherr & Co., LLC | 0.19% | No change | 5,671 | $350K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.1% | 5,644 | $349K |
| Insight Wealth Partners, LLC | 0.21% | No change | 5,545 | $343K |
| Addison Advisors LLC | 0.09% | Add +0.6% | 5,523 | $341K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 5,508 | $340K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -0.6% | 5,480 | $339K |
| Community Trust & Investment Co. | 0.02% | Add +7.5% | 5,441 | $336K |
| Eastover Investment Advisors LLC | 0.16% | Reduce -40.5% | 5,428 | $335K |
| Clear Investment Research, LLC | 0.45% | Reduce -0.1% | 5,413 | $334K |
| Castle Wealth Management LLC | 0.13% | No change | 5,410 | $334K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $334K |
| Future Financial Wealth Managment LLC | 0.24% | Reduce -8.4% | 5,406 | $334K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 5,392 | $333K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.2% | 5,305 | $328K |
| Royal Harbor Partners, LLC | 0.13% | Add +0.5% | 5,297 | $327K |
| Pacific Wealth Management | 0.18% | No change | 5,280 | $326K |
| Soundwatch Capital LLC | 0.15% | Reduce -6.8% | 5,272 | $326K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +11.2% | 5,269 | $326K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.2% | 5,260 | $325K |
| Oak Harvest Investment Services | 0.05% | Add +0.0% | 5,258 | $325K |
| RDA Financial Network | 0.10% | Reduce -21.9% | 5,245 | $324K |
| LongView Wealth Management | 0.10% | Add +10.6% | 5,185 | $320K |
| Chilton Investment Co. Inc. | 0.01% | No change | 5,174 | $320K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,159 | $319K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +2.1% | 5,095 | $315K |
| Pinnacle Financial Group, LLC / IL | 0.11% | Add +8.7% | 5,094 | $315K |
| BOS Asset Management, LLC | 0.11% | Add +8.9% | 5,079 | $314K |
| Capital Market Strategies LLC | 0.21% | Reduce -53.5% | 5,023 | $310K |
| Integrity Investment Advisors, LLC | 0.28% | — | 5,022 | $310K |
| Liberty Wealth Management LLC | 0.06% | New | 5,006 | $309K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $309K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,000 | $309K |
| Calton & Associates, Inc. | 0.07% | New | 4,997 | $309K |
| BCU Wealth Advisors, LLC | 0.16% | Add +0.4% | 4,995 | $309K |
| Fisher Asset Management | 0.00% | New | 4,973 | $307K |
| Philadelphia Trust Co. | 0.03% | No change | 4,935 | $305K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -0.6% | 4,888 | $302K |
| Kelly Financial Services LLC | 0.10% | Reduce -1.9% | 4,816 | $298K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -10.6% | 4,937 | $297K |
| HFG Advisors, Inc. | 0.25% | Add +2.6% | 4,767 | $295K |
| OneAscent Financial Services LLC | 0.02% | Reduce -24.2% | 4,773 | $294K |
| Empower Advisory Group, LLC | 0.00% | Reduce -15.8% | 4,753 | $294K |
| Integrity Financial Corp | 0.17% | Add +1.1% | 4,735 | $293K |
| Florida Financial Advisors, LLC | 0.11% | Add +14.9% | 4,710 | $290K |
| LM Advisors LLC | 0.05% | No change | 4,684 | $289K |
| CX Institutional | 0.01% | New | 4,671 | $289K |
| Nalls Sherbakoff Group, LLC | 0.23% | — | 4,645 | $287K |
| M3 Advisory Group, LLC | 0.23% | Reduce -28.4% | 4,620 | $285K |
| South Plains Financial, Inc. | 0.22% | No change | 4,608 | $285K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,600 | $284K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,593 | $284K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +39.6% | 4,586 | $283K |
| Mattern Capital Management, LLC | 0.04% | Reduce -1.5% | 4,582 | $283K |
| Essex LLC | 0.06% | No change | 4,560 | $282K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -0.5% | 4,549 | $281K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -97.1% | 4,549 | $281K |
| M&T Bank Corp | 0.00% | New | 4,534 | $280K |
| Navis Wealth Advisors, LLC | 0.27% | No change | 4,506 | $278K |
| Curtis Advisory Group, LLC | 0.08% | No change | 4,500 | $278K |
| Blue Zone Wealth Advisors, LLC | 0.08% | New | 4,500 | $278K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $278K |
| Procyon Advisors, LLC | 0.02% | Reduce -19.7% | 4,471 | $276K |
| Moller Wealth Partners | 0.07% | Add +0.2% | 4,466 | $276K |
| Trust Co. of Vermont | 0.01% | No change | 4,451 | $275K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,436 | $274K |
| McDonald Partners LLC | 0.07% | Reduce -14.5% | 4,426 | $273K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.5% | 4,422 | $272K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -44.8% | 4,405 | $272K |
| Commonwealth Retirement Investments LLC | 0.11% | Reduce -7.1% | 4,400 | $272K |
| Waterfront Wealth Inc. | 0.07% | Add +2.7% | 4,360 | $269K |
| High Falls Advisors, Inc | 0.06% | Reduce -10.4% | 4,357 | $269K |
| Squire Investment Management Company, LLC | 0.11% | Reduce -18.5% | 4,356 | $269K |
| Integras Partners LLC | 0.26% | Add +0.1% | 4,336 | $268K |
| SP Asset Management LLC | 0.02% | Add +0.4% | 4,291 | $265K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.6% | 4,237 | $262K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.2% | 4,158 | $257K |
| Ethos Financial Group, LLC | 0.02% | No change | 4,155 | $255K |
| Arax Advisory Partners | 0.02% | Reduce -3.0% | 4,097 | $253K |
| Geneva Partners, LLC | 0.13% | Add +20.3% | 4,076 | $252K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +37.1% | 4,049 | $250K |
| Stonebrook Private Inc. | 0.06% | Reduce -31.9% | 4,036 | $249K |
| Bison Wealth, LLC | 0.02% | New | 4,143 | $249K |
| Sachetta, LLC | 0.10% | Reduce -12.5% | 4,023 | $249K |
| Private Capital Management, LLC | 0.03% | New | 4,012 | $248K |
| Summit Global Investments | 0.02% | New | 4,004 | $247K |
| Note Advisors, LLC | 0.20% | Reduce -7.2% | 3,998 | $247K |
| Traynor Capital Management, Inc. | 0.02% | Add +1.6% | 3,994 | $247K |
| Deutsche Bank AG | 0.00% | No change | 3,976 | $246K |
| Cedar Wealth Management, LLC | 0.09% | No change | 3,934 | $243K |
| Avant Capital LLC | 0.20% | New | 3,926 | $243K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +0.4% | 3,919 | $242K |
| First Financial Bankshares Inc | 0.01% | Add +4.6% | 3,915 | $242K |
| Capital Square, LLC | 0.14% | Reduce -1.3% | 3,911 | $242K |
| Investment Planning Advisors, Inc. | 0.10% | New | 3,906 | $241K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 3,899 | $241K |
| Visionary Horizons, LLC | 0.17% | New | 3,891 | $240K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -4.6% | 3,888 | $240K |
| GDS Wealth Management | 0.02% | No change | 3,873 | $239K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $239K |
| Key Financial Inc | 0.05% | No change | 3,861 | $239K |
| Straight Path Wealth Management | 0.10% | New | 3,854 | $238K |
| Single Point Partners, LLC | 0.06% | Add +0.1% | 3,858 | $238K |
| Colton Groome Financial Advisors, LLC | 0.09% | New | 3,938 | $237K |
| Guardian Partners Inc. | 0.02% | No change | 4,000 | $235K |
| First National Advisers, LLC | 0.04% | No change | 3,780 | $234K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 3,773 | $233K |
| Oarsman Capital, Inc. | 0.04% | Reduce -11.0% | 3,767 | $233K |
| Soltis Investment Advisors LLC | 0.02% | New | 3,744 | $231K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -9.5% | 3,742 | $231K |
| Zacks Investment Management | 0.00% | Reduce -79.4% | 3,736 | $231K |
| SVB Wealth LLC | 0.01% | Add +0.1% | 3,717 | $230K |
| Prosperity Financial Group, Inc. | 0.11% | Add +5.1% | 3,673 | $227K |
| BIP Wealth, LLC | 0.01% | New | 3,665 | $226K |
| Two West Capital Advisors LLC | 0.19% | Reduce -37.4% | 3,875 | $226K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 3,650 | $225K |
| Balboa Wealth Partners | 0.05% | Reduce -38.7% | 3,648 | $225K |
| RVW Wealth, LLC | 0.02% | Reduce -3.2% | 3,644 | $225K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,635 | $225K |
| MTM Investment Management, LLC | 0.09% | No change | 3,629 | $224K |
| Nicolet Advisory Services, LLC | 0.02% | Add +5.4% | 3,875 | $222K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,617 | $222K |
| Sapient Capital LLC | 0.00% | New | 3,571 | $221K |
| Concorde Asset Management, LLC | 0.12% | Reduce -1.5% | 3,689 | $220K |
| TFR Capital, LLC. | 0.09% | Reduce -2.5% | 3,553 | $220K |
| Brogan Financial, Inc. | 0.11% | Add +0.5% | 3,552 | $219K |
| UMB Bank, n.a. | 0.00% | No change | 3,542 | $219K |
| Wellington Shields & Co., LLC | 0.07% | Add +20.4% | 3,529 | $218K |
| Guardian Asset Advisors, LLC | 0.14% | Reduce -8.7% | 3,567 | $217K |
| Advisors Capital Management, LLC | 0.00% | Reduce -16.6% | 3,503 | $216K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.1% | 3,478 | $215K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,460 | $214K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -16.2% | 3,451 | $213K |
| QRG Capital Management, Inc. | 0.00% | Reduce -8.1% | 3,445 | $213K |
| Bogart Wealth, LLC | 0.01% | Reduce -99.6% | 3,428 | $212K |
| Arlington Trust Co LLC | 0.04% | No change | 3,423 | $211K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -50.9% | 3,422 | $211K |
| American Money Management, LLC | 0.04% | Reduce -3.8% | 3,419 | $211K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $210K |
| Pandora Wealth, Inc. | 0.14% | — | 3,400 | $210K |
| Goodwin Investment Advisory | 0.32% | New | 3,357 | $207K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,355 | $207K |
| Wrenne Financial Planning LLC | 0.11% | No change | 3,340 | $206K |
| Edgestream Partners, L.P. | 0.01% | New | 3,309 | $204K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $204K |
| One Capital Management, LLC | 0.01% | Reduce -3.0% | 3,294 | $204K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $203K |
| Second Line Capital, LLC | 0.05% | New | 3,275 | $202K |
| Davis R M Inc. | 0.00% | New | 3,262 | $202K |
| Pennsylvania Capital Management Inc. | 0.07% | New | 3,262 | $202K |
| Leo Wealth, LLC | 0.03% | Reduce -91.9% | 3,255 | $201K |
| GHP Investment Advisors, Inc. | 0.01% | Add +7.6% | 3,188 | $197K |
| American Capital Advisory, LLC | 0.10% | Reduce -2.4% | 3,119 | $193K |
| Creekmur Asset Management LLC | 0.04% | Add +18.7% | 3,118 | $193K |
| Sandy Spring Bank | 0.01% | Reduce -22.4% | 3,001 | $185K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -83.0% | 3,000 | $185K |
| Wood Tarver Financial Group, LLC | 0.06% | Add +0.1% | 2,949 | $182K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +17.5% | 2,834 | $175K |
| Westside Investment Management, Inc. | 0.04% | Reduce -31.3% | 2,800 | $173K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,780 | $172K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,765 | $171K |
| Valued Wealth Advisors LLC | 0.10% | Reduce -0.6% | 2,759 | $170K |
| West Branch Capital LLC | 0.06% | Add +0.5% | 2,692 | $166K |
| Barrett & Company, Inc. | 0.07% | No change | 2,600 | $161K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.5% | 2,537 | $157K |
| LGT Financial Advisors LLC | 0.47% | Reduce -17.0% | 2,504 | $155K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.7% | 2,485 | $153K |
| Stone House Investment Management, LLC | 0.03% | New | 2,321 | $143K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $141K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,215 | $137K |
| PFG Private Wealth Management, LLC | 0.07% | No change | 2,199 | $136K |
| WPG Advisers, LLC | 0.12% | No change | 2,100 | $130K |
| Lanark Financial, Inc. | 0.01% | — | 2,080 | $128K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,967 | $122K |
| Kiker Wealth Management, LLC | 0.08% | New | 1,967 | $122K |
| CENTRAL TRUST Co | 0.00% | Reduce -25.8% | 1,922 | $119K |
| Glassman Wealth Services | 0.02% | Reduce -25.9% | 1,876 | $116K |
| Marshall Investment Management, LLC | 0.07% | New | 1,776 | $110K |
| Copia Wealth Management | 0.10% | Reduce -18.0% | 1,775 | $110K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,729 | $107K |
| Hoey Investments, Inc. | 0.02% | No change | 1,653 | $102K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 1,642 | $102K |
| Eq Wealth Advisors, LLC | 0.08% | New | 1,625 | $100K |
| MCF Advisors LLC | 0.01% | Add +1.3% | 1,611 | $100K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.2% | 1,579 | $98K |
| Noble Wealth Management PBC | 0.06% | Add +2.4% | 1,510 | $93K |
| Beacon Capital Management, LLC | 0.01% | Add +209.8% | 1,478 | $91K |
| Gleason Group, Inc. | 0.02% | Add +0.5% | 1,462 | $90K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 1,407 | $87K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,380 | $85K |
| Lindbrook Capital, LLC | 0.01% | Reduce -29.5% | 1,379 | $85K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -31.2% | 1,306 | $81K |
| Bessemer Group Inc. | 0.00% | Reduce -57.3% | 1,277 | $79K |
| Versant Capital Management, Inc | 0.01% | Add +0.6% | 1,268 | $78K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,229 | $76K |
| Park Square Financial Group, LLC | 0.06% | Reduce -24.1% | 1,217 | $75K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -7.9% | 1,217 | $75K |
| Ridgewood Investments LLC | 0.03% | No change | 1,182 | $73K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,159 | $72K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,157 | $71K |
| Bokf, NA | 0.00% | No change | 1,134 | $70K |
| Wayfinding Financial, LLC | 0.03% | New | 1,147 | $70K |
| Pineridge Advisors LLC | 0.03% | Reduce -36.8% | 1,106 | $68K |
| Heritage Wealth Advisors | 0.00% | No change | 1,104 | $68K |
| West Financial Advisors, LLC | 0.01% | Reduce -33.0% | 1,098 | $68K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -17.2% | 1,019 | $63K |
| Quent Capital, LLC | 0.01% | Add +0.5% | 1,017 | $63K |
| Blue Trust, Inc. | 0.00% | No change | 995 | $61K |
| Lazard Asset Management LLC | 0.00% | New | 1,000 | $61K |
| MGB Wealth Management, LLC | 0.02% | Add +5.3% | 982 | $61K |
| Signaturefd, LLC | 0.00% | Reduce -52.3% | 976 | $60K |
| Bfsg, LLC | 0.01% | No change | 974 | $60K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 972 | $60K |
| Tucker Asset Management LLC | 0.02% | Reduce -22.6% | 933 | $58K |
| Dunhill Financial, LLC | 0.03% | Add +131.5% | 926 | $56K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 899 | $56K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $55K |
| Hantz Financial Services, Inc. | 0.00% | New | 866 | $54K |
| Newton One Investments LLC | 0.02% | No change | 862 | $53K |
| Hollencrest Capital Management | 0.00% | Reduce -58.0% | 852 | $53K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 850 | $53K |
| Hemington Wealth Management | 0.01% | Reduce -13.6% | 800 | $49K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 776 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $47K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $46K |
| Towne Trust Company, N.A | 0.02% | No change | 750 | $46K |
| Darwin Wealth Management, LLC | 0.02% | No change | 737 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -16.4% | 711 | $44K |
| Graybill Wealth Management, LTD. | 0.01% | — | 702 | $43K |
| Hughes Financial Services, LLC | 0.01% | New | 684 | $42K |
| Tompkins Financial Corp. | 0.00% | No change | 668 | $41K |
| Synergy Investment Management, LLC | 0.02% | Add +3.7% | 622 | $38K |
| Operose Advisors LLC | 0.01% | No change | 563 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.7% | 561 | $35K |
| IAG Wealth Partners, LLC | 0.01% | No change | 549 | $34K |
| Truvestments Capital LLC | 0.01% | Add +23.9% | 545 | $34K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +0.4% | 535 | $33K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | New | 533 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 531 | $33K |
| Independence Bank of Kentucky | 0.00% | No change | 505 | $31K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | Add +60.7% | 495 | $31K |
| Cornerstone Planning Group LLC | 0.01% | New | 504 | $30K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 478 | $30K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -10.7% | 477 | $29K |
| Nova Wealth Management, Inc. | 0.02% | No change | 465 | $29K |
| Accredited Wealth Management, LLC | 0.02% | No change | 450 | $28K |
| Rise Advisors, LLC | 0.01% | New | 445 | $27K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 440 | $27K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | Reduce -61.1% | 422 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +235.3% | 409 | $25K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $25K |
| True Wealth Design, LLC | 0.01% | New | 393 | $24K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | — | 385 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 374 | $23K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 354 | $22K |
| Country Trust Bank | 0.00% | No change | 320 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $20K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 308 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 308 | $19K |
| Keystone Financial Group, Inc. | 0.01% | No change | 305 | $18K |
| Columbia River Financial Group, LLC | 0.01% | New | 300 | $18K |
| Avion Wealth | 0.00% | No change | 309 | $18K |
| Clearstead Advisors, LLC | 0.00% | Reduce -24.1% | 287 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 280 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 256 | $16K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 252 | $16K |
| Mather Group, Llc. | 0.00% | No change | 245 | $15K |
| Tsfg, LLC | 0.00% | No change | 243 | $15K |
| Costello Asset Management, INC | 0.01% | Add +74.6% | 234 | $14K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 230 | $14K |
| Rossby Financial, LCC | 0.01% | New | 238 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 206 | $13K |
| Grove Bank & Trust | 0.00% | New | 200 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $12K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -20.5% | 182 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $11K |
| Keener Financial Planning LLC | 0.01% | New | 186 | $11K |
| Painted Porch Advisors LLC | 0.00% | No change | 175 | $11K |
| Sittner & Nelson, LLC | 0.00% | New | 167 | $10K |
| Abound Wealth Management | 0.00% | No change | 166 | $10K |
| Caldwell Trust Co | 0.00% | No change | 166 | $10K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -8.8% | 165 | $10K |
| Moser Wealth Advisors, LLC | 0.00% | New | 142 | $9K |
| Transce3nd, LLC | 0.00% | No change | 138 | $9K |
| Robinswood Financial LLC | 0.00% | Add +0.8% | 134 | $8K |
| Realta Investment Advisors | 0.00% | Add +1.0% | 102 | $6K |
| BankPlus Trust Department | 0.00% | No change | 94 | $6K |
| Bristlecone Advisors, LLC | 0.00% | New | 91 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 87 | $5K |
| Investment Management Corp. /Va/ | 0.00% | No change | 78 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $4K |
| Kessler Investment Group, LLC | 0.00% | No change | 53 | $3K |
| Delta Asset Management LLC | 0.00% | New | 53 | $3K |
| Birchbrook, Inc. | 0.00% | Reduce -91.6% | 46 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 38 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 37 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 45 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 27 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 22 | $1K |
| Eukles Asset Management | 0.00% | No change | 22 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Twin City Private Wealth, LLC | 0.00% | New | 19 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 12 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $927 |
| 2UniFi Bank | 0.00% | No change | 8 | $513 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.0% | 3 | $185 |
| Garde Capital, Inc. | 0.00% | New | 2 | $137 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 2 | $126 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $52 |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 8 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 6 | $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.