iShares Core Dividend GrowthDGROETF
13F holders, Q2 2025 (June 30)1,162holders +41
100new positions
60sold out
3famous investors
$63.97avg. 13F price*
At the end of Q2 2025, 1,162 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 41 from Q1 2025. 100 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($1.2B), Bank of America Corp. ($1.2B) and LPL Financial LLC ($1.1B). 3 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $58.5M |
| Exits | 60 | $72.6M |
All 13F filers, Q1 2025 → Q2 2025: 20,855,806 shares bought and 11,998,821 shares sold, net +8,856,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,162 holders
| Morgan Stanley | 0.08% | Add +1.3% | 18,783,222 | $1.2B |
| Bank of America Corp. | 0.10% | Add +2.3% | 18,467,081 | $1.2B |
| LPL Financial LLC | 0.38% | Add +12.2% | 17,607,648 | $1.1B |
| Envestnet Asset Management Inc. | 0.25% | Add +42.4% | 13,535,976 | $865.4M |
| Wealthfront Advisers LLC | 2.19% | Reduce -21.2% | 13,297,049 | $850.2M |
| Raymond James Financial Inc. | 0.22% | Reduce -2.2% | 10,009,467 | $640.0M |
| Capital Investment Advisors, LLC | 9.12% | Add +3.4% | 7,961,214 | $517.0M |
| Commonwealth Equity Services, LLC | 0.67% | Reduce -1.1% | 7,909,389 | $505.7M |
| Ameriprise Financial Inc. | 0.12% | Add +15.8% | 7,904,167 | $504.8M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -0.3% | 7,719,023 | $493.6M |
| Jones Financial Companies LLLP | 0.36% | Add +26.7% | 7,394,186 | $470.4M |
| Royal Bank of Canada | 0.08% | Add +4.3% | 6,421,536 | $410.6M |
| Wells Fargo & Company | 0.09% | Add +2.3% | 6,304,551 | $403.1M |
| FMR LLC | 0.02% | Reduce -21.7% | 5,315,066 | $339.8M |
| UBS Group AG | 0.06% | Add +2.2% | 4,769,579 | $305.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +2.0% | 4,612,913 | $294.9M |
| MML Investors Services, LLC | 0.84% | Add +25.9% | 4,534,983 | $290.0M |
| HighTower Advisors, LLC | 0.34% | Add +30.6% | 4,288,233 | $274.2M |
| JPMorgan Chase & Co. | 0.02% | Add +9.2% | 3,530,119 | $225.7M |
| Truist Financial Corp. | 0.28% | Reduce -0.3% | 2,995,524 | $191.5M |
| Mariner, LLC | 0.26% | Reduce -2.5% | 2,816,348 | $180.1M |
| BlackRock, Inc. | 0.00% | Reduce -49.1% | 2,753,506 | $176.1M |
| Stifel Financial Corp. | 0.15% | Add +6.1% | 2,459,259 | $157.2M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +11.4% | 2,315,372 | $148.0M |
| Cetera Investment Advisers | 0.24% | Add +11.0% | 2,258,921 | $144.4M |
| Avior Wealth Management, LLC | 3.94% | Add +1.0% | 1,783,116 | $114.0M |
| First Command Advisory Services, Inc. | 0.84% | Add +1.1% | 1,524,832 | $97.5M |
| Osaic Holdings, Inc. | 0.17% | Add +13.8% | 1,490,243 | $95.3M |
| Smith Anglin Financial, LLC | 8.49% | Add +3.5% | 1,466,401 | $93.8M |
| Northeast Financial Consultants Inc | 3.82% | Reduce -0.6% | 1,460,398 | $93.4M |
| TD Private Client Wealth LLC | 2.05% | Add +16.4% | 1,306,563 | $83.5M |
| ProVise Management Group, LLC | 6.60% | Add +0.3% | 1,306,447 | $83.5M |
| Strategies Wealth Advisors, LLC | 8.69% | Add +0.1% | 1,243,746 | $79.5M |
| Private Advisor Group, LLC | 0.42% | Add +6.4% | 1,214,699 | $77.7M |
| Gratus Wealth Advisors, LLC | 11.73% | Add +0.9% | 1,211,386 | $77.5M |
| Ledyard National Bank | 6.82% | Reduce -6.0% | 1,128,800 | $72.2M |
| Bank of New York Mellon Corp | 0.01% | Add +13.2% | 1,099,252 | $70.3M |
| Seven Springs Wealth Group, LLC | 17.48% | Add +7.8% | 1,086,095 | $69.4M |
| Horizon Investments, LLC | 1.04% | Add +101.8% | 1,023,718 | $65.5M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +1.8% | 1,000,781 | $64.0M |
| Vestmark Advisory Solutions, Inc. | 0.91% | Add +83.1% | 985,564 | $63.0M |
| First Business Financial Services, Inc. | 5.40% | Add +0.1% | 937,050 | $59.9M |
| Baird Financial Group, Inc. | 0.10% | Reduce -1.9% | 929,653 | $59.4M |
| American Trust | 5.53% | Add +44.5% | 917,657 | $58.7M |
| Confluence Wealth Services, Inc. | 3.11% | Add +7.8% | 892,804 | $57.1M |
| Sanctuary Advisors, LLC | 0.35% | Add +2.9% | 891,760 | $57.0M |
| Sigma Planning Corp | 1.52% | Reduce -2.3% | 790,726 | $50.6M |
| Stonebridge Financial Group, LLC | 4.82% | Add +1.7% | 775,639 | $49.6M |
| NewEdge Advisors, LLC | 0.24% | Add +5.8% | 725,560 | $46.4M |
| J.W. Cole Advisors, Inc. | 0.95% | Add +33.3% | 698,756 | $44.7M |
| Captrust Financial Advisors | 0.10% | Reduce -3.2% | 686,857 | $43.9M |
| Conservest Capital Advisors, Inc. | 4.22% | Reduce -3.3% | 668,641 | $42.8M |
| FFT Wealth Management LLC | 8.39% | Add +2.1% | 658,709 | $42.7M |
| Steward Partners Investment Advisory, LLC | 0.33% | Add +0.8% | 665,437 | $42.5M |
| Correct Capital Wealth Management | 8.07% | Reduce -16.3% | 648,069 | $41.4M |
| Focus Partners Wealth | 0.09% | Add +0.8% | 641,880 | $41.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.1% | 616,231 | $40.2M |
| FORM Wealth Advisors, LLC | 4.81% | Reduce -6.4% | 621,520 | $39.7M |
| Comerica Bank | 0.15% | Add +10.8% | 619,763 | $39.6M |
| Madison Wealth Partners, Inc | 8.61% | Add +0.8% | 616,732 | $39.4M |
| Ritter Daniher Financial Advisory LLC / DE | 9.48% | Add +3.2% | 603,948 | $38.6M |
| Hughes Financial Services, LLC | 6.59% | Add +86423.7% | 591,822 | $38.4M |
| Oppenheimer & Co. Inc. | 0.51% | Add +0.1% | 598,621 | $38.3M |
| O'Dell Group, LLC | 9.47% | Reduce -0.7% | 593,770 | $38.0M |
| Legacy Financial Strategies, LLC | 7.19% | Add +3.2% | 573,454 | $36.7M |
| Vaughan David Investments LLC | 0.79% | Add +3.9% | 550,803 | $35.2M |
| Wolff Financial Management LLC | 8.62% | Add +2.0% | 522,050 | $33.4M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -1.7% | 519,934 | $33.2M |
| Auto-Owners Insurance Co | 0.73% | Add +126.3% | 514,500 | $32.9M |
| Waverly Advisors, LLC | 0.36% | Add +2.9% | 512,290 | $32.8M |
| Stratos Wealth Partners, LTD. | 0.44% | Reduce -1.8% | 509,195 | $32.6M |
| XML Financial, LLC | 2.80% | Add +1.6% | 504,449 | $32.3M |
| Dagco, Inc. | 8.89% | Add +4.2% | 498,427 | $31.9M |
| D'Orazio & Associates, Inc. | 4.29% | Reduce -12.7% | 474,869 | $30.4M |
| JGP Wealth Management, LLC | 3.63% | Add +5.2% | 468,966 | $30.0M |
| Litman Gregory Wealth Management LLC | 2.29% | Add +15.7% | 456,285 | $29.2M |
| Fifth Third Securities, Inc. | 2.13% | Add +6.9% | 443,465 | $28.4M |
| Silver Coast Investments LLC | 10.18% | Reduce -3.4% | 437,960 | $28.0M |
| Altus Wealth Management, LLC | 13.09% | Add +0.8% | 427,854 | $27.4M |
| Equitable Holdings, Inc. | 0.22% | Add +6.6% | 414,793 | $26.5M |
| Provident Wealth Management, LLC | 8.66% | Reduce -1.1% | 414,052 | $26.5M |
| Compass Ion Advisors, LLC | 2.79% | Reduce -1.8% | 403,764 | $25.8M |
| Capital Analysts, LLC | 0.86% | Add +61.6% | 403,000 | $25.8M |
| Creative Planning | 0.02% | Add +7.8% | 402,701 | $25.7M |
| Kestra Advisory Services, LLC | 0.13% | Add +31.1% | 401,987 | $25.7M |
| Sweeney & Michel, LLC | 8.51% | Add +2.2% | 369,708 | $24.0M |
| Avantax Advisory Services, Inc. | 0.13% | Add +1.6% | 370,607 | $23.7M |
| Meridian Financial Partners LLC | 11.11% | Add +3.8% | 369,817 | $23.6M |
| Alliance Wealth Advisors, LLC | 12.65% | Add +3.6% | 363,065 | $23.2M |
| Consilio Wealth Advisors, LLC | 8.18% | Add +1.4% | 360,344 | $22.9M |
| Summit Investment Advisory Services, LLC | 9.95% | Reduce -1.2% | 357,745 | $22.9M |
| Park Avenue Securities LLC | 0.20% | Add +169.1% | 348,063 | $22.3M |
| &partners | 0.17% | Add +16.5% | 341,904 | $21.9M |
| WealthPlan Investment Management, LLC | 1.58% | Add +14.5% | 339,572 | $21.7M |
| Atlas Private Wealth Advisors | 2.78% | Reduce -1.3% | 337,831 | $21.6M |
| Regions Financial Corp. | 0.14% | Reduce -2.3% | 328,360 | $21.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.68% | Add +1.8% | 321,004 | $20.5M |
| Choreo, LLC | 0.28% | Add +0.0% | 315,445 | $20.2M |
| Robertson Stephens Wealth Management, LLC | 0.69% | Add +191.2% | 311,278 | $19.9M |
| Allegheny Financial Group | 4.40% | Reduce -0.2% | 309,976 | $19.8M |
| Scott Capital Advisors, LLC | 5.34% | Add +6.7% | 303,550 | $19.7M |
| Vicus Capital | 1.61% | Add +5.4% | 303,652 | $19.4M |
| Natixis Advisors, LLC | 0.03% | Add +11.8% | 298,917 | $19.1M |
| Atria Investments, Inc | 0.22% | Reduce -11.8% | 297,697 | $19.0M |
| Atria Wealth Solutions, Inc. | 0.43% | Reduce -21.2% | 292,635 | $18.8M |
| Capital Advisors, Ltd. LLC | 2.30% | Add +2.4% | 291,354 | $18.6M |
| DAVENPORT & Co LLC | 0.10% | Add +6.2% | 289,338 | $18.5M |
| Custos Family Office, LLC | 5.80% | Add +1.1% | 284,544 | $18.2M |
| Integrated Wealth Concepts LLC | 0.18% | Add +15.7% | 284,390 | $18.2M |
| Morton Community Bank | 4.50% | Add +4.3% | 282,892 | $18.1M |
| Smith Chas P & Associates Pa Cpas | 1.01% | Add +7.3% | 282,145 | $18.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.08% | Add +3.7% | 278,800 | $17.8M |
| First Horizon Advisors, Inc. | 0.46% | Add +51.8% | 278,439 | $17.8M |
| HB Wealth Management, LLC | 0.14% | Add +20.6% | 274,356 | $17.5M |
| Colonial Trust Advisors | 1.38% | Add +3.5% | 261,003 | $16.7M |
| Rooted Wealth Advisors, Inc. | 5.75% | Add +3.3% | 256,739 | $16.6M |
| MAI Capital Management | 0.11% | Reduce -0.9% | 256,263 | $16.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +58.5% | 255,380 | $16.3M |
| Prospera Financial Services Inc | 0.29% | Add +28.9% | 244,963 | $15.7M |
| Capital Planning LLC | 4.87% | Reduce -30.3% | 242,217 | $15.5M |
| Objectivity Squared, LLC | 10.62% | Add +30.1% | 241,521 | $15.4M |
| Powers Advisory Group, LLC | 6.79% | Add +5.6% | 241,517 | $15.4M |
| Well Done, LLC | 2.88% | Reduce -7.7% | 240,213 | $15.4M |
| Wealth Group Ltd | 3.91% | Reduce -21.7% | 240,141 | $15.4M |
| EverSource Wealth Advisors, LLC | 0.69% | Add +19.2% | 238,943 | $15.3M |
| Tandem Wealth Advisors LLC | 7.55% | Add +19.7% | 238,806 | $15.3M |
| Ridgecrest Wealth Partners, LLC | 8.00% | Add +1.5% | 237,137 | $15.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -13.4% | 236,078 | $15.1M |
| Eagle Strategies LLC | 2.29% | Add +2.1% | 235,459 | $15.1M |
| Mutual Advisors, LLC | 0.38% | Add +8.1% | 228,141 | $15.0M |
| Dynamic Advisor Solutions LLC | 0.46% | Add +1.5% | 231,335 | $14.8M |
| WealthPLAN Partners, LLC | 2.35% | Reduce -18.1% | 228,539 | $14.6M |
| PFS Partners, LLC | 7.35% | Reduce -0.0% | 228,294 | $14.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.9% | 221,299 | $14.2M |
| Jackson Wealth Management, LLC | 1.54% | Reduce -1.6% | 221,458 | $14.2M |
| Brass Tax Wealth Management, Inc. | 2.70% | Add +2.4% | 219,291 | $14.0M |
| Accel Wealth Management | 4.61% | Add +1.1% | 215,993 | $13.8M |
| Global Retirement Partners, LLC | 0.34% | — | 215,253 | $13.8M |
| Apexium Financial, LP | 0.73% | Add +8.6% | 214,308 | $13.7M |
| Flagstar Securities, Inc. | 3.79% | Reduce -14.2% | 213,861 | $13.7M |
| PSI Advisors, LLC | 6.60% | Add +12.8% | 207,343 | $13.3M |
| Philip James Wealth Mangement, LLC | 1.74% | Add +1.2% | 206,586 | $13.2M |
| IFS Advisors, LLC | 9.96% | Reduce -0.3% | 205,834 | $13.2M |
| Verus Capital Partners, LLC | 1.17% | Add +6.4% | 204,709 | $13.1M |
| Cypress Financial Planning LLC | 4.10% | Add +3.5% | 195,249 | $12.5M |
| Beaumont Financial Advisors, LLC | 0.90% | Add +1.4% | 195,200 | $12.5M |
| Gotham Asset Management | 0.07% | Add +26.6% | 194,602 | $12.4M |
| DDFG, Inc | 3.11% | Reduce -0.4% | 193,280 | $12.4M |
| KOM Wealth Management Group, LLC | 9.65% | Reduce -0.2% | 190,330 | $12.2M |
| Meridian Wealth Management, LLC | 0.52% | Add +0.8% | 188,978 | $12.1M |
| FC Advisory LLC | 3.72% | Add +0.2% | 188,560 | $12.1M |
| WealthShield Partners, LLC | 1.44% | Reduce -2.1% | 186,622 | $11.9M |
| Stratos Investment Management, LLC | 0.54% | Reduce -6.4% | 184,637 | $11.8M |
| Sterling Manor Financial, LLC | 7.84% | Reduce -0.5% | 183,935 | $11.8M |
| Legacy Financial Advisors, Inc. | 1.84% | Reduce -1.8% | 183,808 | $11.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.03% | Reduce -9.0% | 183,805 | $11.8M |
| Journey Advisory Group, LLC | 0.91% | Reduce -5.0% | 182,963 | $11.7M |
| Capital Investment Advisory Services, LLC | 0.94% | Add +2.4% | 178,849 | $11.4M |
| Allworth Financial LP | 0.05% | Add +4.1% | 178,271 | $11.4M |
| Modus Advisors, LLC | 3.30% | Add +1.1% | 173,725 | $11.1M |
| Premier Path Wealth Partners, LLC | 1.54% | Add +3.3% | 173,364 | $11.1M |
| Princeton Global Asset Management LLC | 2.01% | Reduce -0.5% | 173,105 | $11.1M |
| Strategic Wealth Partners, Ltd. | 0.87% | — | 172,578 | $11.0M |
| Savant Capital, LLC | 0.08% | Reduce -12.0% | 172,167 | $11.0M |
| Argent Advisors, Inc. | 3.37% | Add +3.4% | 170,033 | $10.9M |
| Knightsbridge Asset Management, LLC | 2.37% | Add +1.7% | 165,826 | $10.6M |
| Perritt Capital Management Inc | 5.46% | Add +0.8% | 165,444 | $10.6M |
| Cornerstone Wealth Management, LLC | 0.64% | Add +0.8% | 165,160 | $10.6M |
| Thoroughbred Financial Services, LLC | 0.73% | Reduce -13.1% | 162,795 | $10.4M |
| Gladstone Institutional Advisory LLC | 0.42% | Add +7.0% | 160,341 | $10.3M |
| LifeGoal Investments, LLC | 9.71% | Add +7.1% | 159,858 | $10.2M |
| Shepherd Financial Partners LLC | 1.07% | Add +8.0% | 158,631 | $10.1M |
| Colonial Trust Co / SC | 1.48% | Add +5.6% | 158,529 | $10.1M |
| Integrated Advisors Network LLC | 0.46% | Reduce -9.5% | 158,002 | $10.1M |
| Essex Financial Services, Inc. | 0.66% | Add +3.9% | 157,123 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -2.4% | 156,454 | $10.0M |
| SOA Wealth Advisors, LLC. | 1.83% | Reduce -10.6% | 156,239 | $10.0M |
| Arkadios Wealth Advisors | 0.30% | Reduce -0.6% | 155,517 | $9.9M |
| FourThought Financial Partners, LLC | 0.97% | Add +8.3% | 154,160 | $9.9M |
| Fairway Financial, LLC | 8.27% | Add +0.7% | 152,843 | $9.8M |
| KPP Advisory Services LLC | 1.61% | Add +1.7% | 152,464 | $9.7M |
| Sound View Wealth Advisors Group, LLC | 0.72% | Reduce -2.5% | 152,321 | $9.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.12% | Add +1.9% | 152,183 | $9.7M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.7% | 151,554 | $9.7M |
| Assetmark, Inc. | 0.02% | Reduce -23.3% | 150,683 | $9.6M |
| TD Waterhouse Canada Inc. | 0.07% | Add +3.9% | 143,024 | $9.2M |
| Strategic Blueprint, LLC | 0.45% | Add +3.5% | 144,532 | $9.2M |
| Gallagher Fiduciary Advisors, LLC | 0.35% | Reduce -20.3% | 142,821 | $9.1M |
| TriaGen Wealth Management LLC | 2.76% | Add +5.3% | 142,482 | $9.1M |
| Baker Avenue Asset Management, LP | 0.26% | Reduce -1.6% | 140,556 | $9.0M |
| BBR Partners, LLC | 0.55% | Add +0.0% | 137,746 | $8.8M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -8.1% | 137,072 | $8.8M |
| Buck Wealth Strategies, LLC | 1.30% | Add +15.2% | 133,154 | $8.5M |
| Prosperity Consulting Group, LLC | 0.62% | Add +8.2% | 133,013 | $8.5M |
| Sagespring Wealth Partners, LLC | 0.18% | Add +2.8% | 132,462 | $8.5M |
| Foundations Investment Advisors, LLC | 0.13% | Add +11.3% | 132,452 | $8.5M |
| Advisory Services Network, LLC | 0.14% | Add +15.2% | 130,437 | $8.4M |
| Citigroup Inc. | 0.01% | Reduce -1.4% | 129,634 | $8.3M |
| Capital Investment Counsel, LLC | 1.28% | Add +17.4% | 128,798 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +3.9% | 128,532 | $8.2M |
| Aptus Capital Advisors, LLC | 0.08% | Add +14.6% | 127,836 | $8.2M |
| Forte Asset Management LLC | 4.12% | Reduce -20.7% | 126,563 | $8.1M |
| Stephens Inc. | 0.11% | Add +13.5% | 124,444 | $8.0M |
| Crumly & Associates Inc. | 1.93% | Reduce -6.6% | 123,989 | $7.9M |
| Royal Fund Management, LLC | 0.84% | Add +1.7% | 123,376 | $7.9M |
| Crews Bank & Trust | 1.23% | Add +14.5% | 122,236 | $7.8M |
| Physician Wealth Advisors, Inc. | 1.21% | Reduce -2.1% | 120,388 | $7.7M |
| Davidson Investment Advisors | 0.35% | Reduce -1.0% | 120,349 | $7.7M |
| Aprio Wealth Management, LLC | 0.86% | Add +2.4% | 119,762 | $7.7M |
| Yarger Wealth Strategies, LLC | 4.00% | Add +1.8% | 119,616 | $7.6M |
| Merit Financial Group, LLC | 0.09% | Add +21.3% | 119,493 | $7.6M |
| Ieq Capital, LLC | 0.05% | Reduce -10.3% | 118,919 | $7.6M |
| Asset Dedication, LLC | 0.55% | Add +21.4% | 118,356 | $7.6M |
| Meridian Financial Advisors, LLC | 4.88% | Add +3.0% | 118,024 | $7.5M |
| Talisman Wealth Advisors LLC | 6.85% | Add +8.4% | 117,330 | $7.5M |
| Avidian Wealth Enterprises, LLC | 0.30% | Add +3.7% | 117,214 | $7.5M |
| Arkos Global Advisors | 1.04% | Reduce -3.1% | 116,999 | $7.5M |
| HF Advisory Group, LLC | 2.94% | Add +8.6% | 116,472 | $7.4M |
| Coastal Bridge Advisors, LLC | 0.62% | New | 116,325 | $7.4M |
| B. Riley Wealth Advisors, Inc. | 0.36% | Reduce -1.5% | 116,307 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +54.6% | 115,151 | $7.4M |
| Matisse Capital | 3.48% | Add +0.1% | 115,133 | $7.4M |
| Northern Trust Corp. | 0.00% | Add +48.9% | 115,100 | $7.4M |
| Concord Asset Management, LLC | 1.11% | Add +30.7% | 115,012 | $7.4M |
| Concord Wealth Partners | 1.07% | Reduce -13.8% | 115,012 | $7.4M |
| First National Corp. /Ma/ | 1.47% | Add +6.8% | 113,715 | $7.3M |
| Valmark Advisers, Inc. | 0.10% | Add +5.4% | 113,299 | $7.2M |
| Lineweaver Wealth Advisors, LLC | 1.14% | Add +0.1% | 112,496 | $7.2M |
| D.A. Davidson & Co. | 0.05% | Reduce -4.9% | 112,359 | $7.2M |
| Alhambra Investment Management LLC | 3.52% | Add +0.0% | 111,102 | $7.1M |
| Stonebridge Financial Planning Group, LLC | 2.94% | Add +3.7% | 109,995 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.37% | Reduce -1.4% | 109,667 | $7.0M |
| Houlihan Financial Resource Group, Ltd. | 2.85% | Reduce -1.0% | 107,036 | $6.9M |
| Johnson & White Wealth Management, LLC | 3.45% | Add +7.7% | 107,041 | $6.8M |
| Integrated Investment Consultants, LLC | 1.34% | Add +16.9% | 106,841 | $6.8M |
| Connecticut Wealth Management, LLC | 0.32% | Reduce -1.2% | 106,226 | $6.8M |
| Fiduciary Alliance LLC | 0.50% | New | 105,157 | $6.7M |
| Quad-Cities Investment Group, LLC | 3.04% | Add +3.0% | 104,665 | $6.7M |
| ADG Wealth Management Group, LLC | 5.69% | Reduce -4.0% | 104,449 | $6.7M |
| Hoese & Co LLP | 5.36% | Add +1.3% | 103,877 | $6.6M |
| Hubbell Strickland Wealth Management, LLC | 2.93% | Add +9.0% | 103,768 | $6.6M |
| LGL Partners, LLC | 2.93% | Reduce -0.2% | 101,716 | $6.6M |
| WBH Advisory Inc. | 0.56% | Add +164.1% | 103,054 | $6.6M |
| Autumn Glory Partners, LLC | 3.06% | Reduce -4.3% | 102,409 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.9% | 101,380 | $6.5M |
| Graypoint LLC | 0.36% | Add +3.1% | 101,139 | $6.5M |
| Professional Financial Advisors, LLC | 1.48% | Add +4.4% | 100,024 | $6.4M |
| Mgo One Seven LLC | 0.20% | Add +11.9% | 99,259 | $6.3M |
| Parsons Capital Management Inc. | 0.38% | Add +4.2% | 96,951 | $6.2M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -13.2% | 96,389 | $6.2M |
| SouthState Bank Corp | 0.27% | Add +42.5% | 95,913 | $6.1M |
| CW Advisors, LLC | 0.06% | Add +2.0% | 95,908 | $6.1M |
| Stephens Consulting, LLC | 1.44% | Reduce -7.2% | 94,367 | $6.0M |
| Good Life Advisors, LLC | 0.37% | Add +7.6% | 93,346 | $6.0M |
| NewEdge Wealth, LLC | 0.09% | Reduce -1.1% | 90,988 | $5.9M |
| AtlasMark Financial, Inc | 4.47% | Add +3.0% | 91,992 | $5.9M |
| Flagship Wealth Advisors, LLC | 2.21% | Reduce -4.6% | 91,533 | $5.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -18.3% | 91,492 | $5.8M |
| Geneos Wealth Management Inc. | 0.14% | Add +108.5% | 90,761 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.6% | 90,593 | $5.8M |
| Csenge Advisory Group | 0.30% | Reduce -0.9% | 92,849 | $5.8M |
| Smith, Moore & Co. | 0.48% | Reduce -2.4% | 89,484 | $5.7M |
| US Bancorp \de | 0.01% | Add +1.3% | 89,249 | $5.7M |
| Mill Creek Capital Advisors, LLC | 0.13% | Add +9.4% | 89,122 | $5.7M |
| Principal Securities, Inc. | 0.11% | Reduce -14.3% | 88,970 | $5.7M |
| Sheets Smith Wealth Management | 0.66% | Add +5.3% | 87,705 | $5.6M |
| Larson Financial Group LLC | 0.22% | Add +109.0% | 87,268 | $5.6M |
| Cascade Financial Partners, LLC | 0.65% | Add +5.2% | 84,983 | $5.4M |
| Visionary Wealth Advisors | 0.28% | Add +0.2% | 84,462 | $5.4M |
| Blair William & Co. | 0.01% | Add +8.3% | 83,689 | $5.4M |
| Harbour Investments, Inc. | 0.13% | Add +6.9% | 83,270 | $5.3M |
| Wela Strategies, Inc. | 2.07% | Reduce -0.6% | 81,979 | $5.2M |
| Cornell Pochily Investment Advisors, Inc. | 1.71% | Add +4.6% | 81,630 | $5.2M |
| JPL Wealth Management, LLC | 1.41% | Add +1.4% | 81,511 | $5.2M |
| Tme Financial, Inc. | 4.18% | Add +12.8% | 80,934 | $5.2M |
| Gunma Bank,Ltd. | 1.67% | Add +100.0% | 80,000 | $5.1M |
| Cwm, LLC | 0.02% | Add +9.2% | 78,707 | $5.0M |
| Leigh Baldwin & Co., LLC | 3.30% | Add +22.2% | 78,568 | $5.0M |
| Sunbelt Securities, Inc. | 0.44% | Add +0.7% | 81,514 | $5.0M |
| Founders Financial Securities LLC | 0.38% | Reduce -13.0% | 77,878 | $5.0M |
| Pacific Financial Group Inc. | 3.86% | Add +1.3% | 77,380 | $4.9M |
| Level Four Advisory Services, LLC | 0.18% | Add +6.2% | 76,937 | $4.9M |
| Towercrest Capital Management | 0.88% | Add +0.2% | 76,779 | $4.9M |
| LexAurum Advisors, LLC | 0.77% | Add +11.9% | 75,362 | $4.8M |
| IHT Wealth Management, LLC | 0.13% | Add +25.9% | 75,347 | $4.8M |
| Pinnacle Associates Ltd. | 0.07% | Add +2.6% | 75,170 | $4.8M |
| Marino, Stram & Associates LLC | 0.97% | Add +25.6% | 74,970 | $4.8M |
| Forbes Financial Planning, Inc. | 3.23% | Add +6.5% | 74,865 | $4.8M |
| Red Tortoise LLC | 2.33% | Add +0.5% | 74,621 | $4.8M |
| World Investment Advisors | 0.11% | Add +27.6% | 73,561 | $4.7M |
| Vista Cima Wealth Management LLC | 4.37% | Add +3.2% | 73,051 | $4.7M |
| Glen Eagle Advisors, LLC | 0.71% | Reduce -22.7% | 71,865 | $4.6M |
| Veltria Advisors Corp. | 3.04% | New | 71,200 | $4.6M |
| Tranquility Partners, LLC | 1.62% | Add +0.0% | 70,772 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -6.8% | 70,554 | $4.5M |
| Thrive Capital Management, LLC | 1.41% | New | 70,348 | $4.5M |
| CPC Advisors, LLC | 0.56% | Add +4.3% | 69,716 | $4.5M |
| GAMMA Investing LLC | 0.28% | Add +14.6% | 69,474 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -8.3% | 69,088 | $4.4M |
| Smith Thornton Advisors LLC | 2.50% | Add +1.5% | 68,095 | $4.4M |
| Arete Wealth Advisors, LLC | 0.30% | Reduce -4.4% | 67,152 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +11.9% | 66,886 | $4.3M |
| Harbor Investment Advisory, LLC | 0.38% | Add +43.8% | 66,833 | $4.3M |
| Innovative Wealth Building LLC | 3.46% | Reduce -6.9% | 65,337 | $4.2M |
| Herold Advisors, Inc. | 0.87% | Reduce -5.2% | 64,545 | $4.1M |
| Financial Advocates Investment Management | 0.33% | Add +4.6% | 63,666 | $4.1M |
| Integrity Alliance, Llc. | 0.22% | Reduce -9.8% | 63,715 | $4.1M |
| Family Legacy, Inc. | 1.32% | Add +1.3% | 63,393 | $4.1M |
| Samalin Investment Counsel, LLC | 1.56% | Add +14.3% | 63,150 | $4.0M |
| First Foundation Advisors | 0.15% | Add +12.8% | 62,670 | $4.0M |
| Beacon Bridge Wealth Partners, LLC | 1.58% | Reduce -2.7% | 62,164 | $4.0M |
| Financial Perspectives, Inc | 1.20% | Add +11.2% | 62,143 | $4.0M |
| RFG Advisory, LLC | 0.09% | Add +34.4% | 62,009 | $4.0M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Reduce -4.8% | 61,984 | $4.0M |
| RVW Wealth, LLC | 0.33% | Add +1593.0% | 61,693 | $3.9M |
| Vantage Financial Partners, LLC | 0.90% | New | 60,669 | $3.9M |
| Calton & Associates, Inc. | 0.66% | Add +1089.2% | 59,422 | $3.8M |
| IFP Advisors, Inc | 0.11% | Add +5.3% | 58,146 | $3.7M |
| Measured Wealth Private Client Group, LLC | 1.11% | Add +13.5% | 57,981 | $3.7M |
| Kohmann Bosshard Financial Services, LLC | 0.40% | No change | 56,644 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +57.3% | 56,257 | $3.6M |
| Beacon Financial Advisory LLC | 0.92% | Add +8.8% | 55,749 | $3.6M |
| Lantern Wealth Advisors, LLC | 2.11% | — | 55,538 | $3.6M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.6% | 53,656 | $3.5M |
| Howe & Rusling Inc. | 0.26% | Add +7.5% | 54,708 | $3.5M |
| Elevation Point Wealth Partners, LLC | 0.27% | Add +3.6% | 54,517 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -87.0% | 54,500 | $3.5M |
| Fermata Advisors, LLC | 0.93% | Reduce -9.5% | 54,216 | $3.5M |
| Centricity Wealth Management, LLC | 2.74% | Add +19.2% | 53,529 | $3.4M |
| Verdence Capital Advisors LLC | 0.23% | Add +12.0% | 53,163 | $3.4M |
| Intellus Advisors LLC | 0.50% | Add +2.1% | 52,894 | $3.4M |
| Guidance Point Advisors, LLC | 0.90% | Add +0.5% | 52,783 | $3.4M |
| Ring Mountain Capital, LLC | 2.05% | Add +1.1% | 52,056 | $3.4M |
| Milestone Asset Management Group, LLC | 2.47% | Add +6.3% | 52,218 | $3.3M |
| Prism Advisors, Inc. | 0.95% | Add +0.0% | 52,003 | $3.3M |
| Riverbend Wealth Management, LLC | 2.50% | Add +0.8% | 51,582 | $3.3M |
| Guidance Capital, Inc. | 0.94% | Add +25.3% | 51,385 | $3.3M |
| Brown Advisory Inc. | 0.00% | Add +1.3% | 51,460 | $3.3M |
| Keystone Financial Group | 0.29% | Reduce -3.7% | 50,732 | $3.2M |
| Invst, LLC | 0.40% | Add +94.8% | 50,084 | $3.2M |
| MBE Wealth Management, LLC | 1.39% | Reduce -2.2% | 49,835 | $3.2M |
| Goldstone Financial Group, LLC | 0.42% | Add +8.3% | 48,807 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | Add +5.0% | 49,358 | $3.2M |
| Bank of Montreal | 0.00% | Add +25.8% | 48,384 | $3.1M |
| Creative Financial Designs Inc. | 0.22% | Add +6.0% | 48,322 | $3.1M |
| Twelve Points Wealth Management LLC | 0.83% | Add +4.7% | 48,139 | $3.1M |
| Cambridge Financial Group, LLC | 1.15% | Add +10.9% | 47,785 | $3.1M |
| Weaver Consulting Group | 0.84% | Reduce -2.4% | 47,413 | $3.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.73% | Add +0.1% | 47,114 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.14% | Reduce -2.2% | 46,900 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +42.8% | 45,674 | $2.9M |
| Independent Financial Group, LLC | 0.08% | Add +2.5% | 45,023 | $2.9M |
| Oak Asset Management, LLC | 1.03% | Add +0.7% | 44,872 | $2.9M |
| Synovus Financial Corp. | 0.03% | Add +0.8% | 44,522 | $2.8M |
| Snowden Capital Advisors LLC | 0.08% | Add +9.6% | 44,476 | $2.8M |
| Norway Savings Bank | 1.44% | Add +20.8% | 43,944 | $2.8M |
| 180 Wealth Advisors, LLC | 0.39% | Reduce -17.1% | 43,853 | $2.8M |
| Western Wealth Management, LLC | 0.17% | Reduce -0.8% | 43,353 | $2.8M |
| FSC Wealth Advisors, LLC | 1.74% | No change | 43,173 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +83.2% | 42,678 | $2.7M |
| Echo Wealth Management, LLC | 1.67% | Add +0.2% | 42,637 | $2.7M |
| MFA Wealth Services | 2.02% | Add +2.1% | 42,061 | $2.7M |
| Spirepoint Private Client, LLC | 0.30% | Add +1.3% | 41,108 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -22.3% | 41,061 | $2.6M |
| Perennial Investment Advisors, LLC | 0.25% | Add +15.1% | 40,815 | $2.6M |
| AlphaCore Capital LLC | 0.10% | Reduce -0.9% | 40,789 | $2.6M |
| Accretive Wealth Partners, LLC | 0.85% | Add +115.3% | 40,522 | $2.6M |
| Winthrop Advisory Group LLC | 0.25% | New | 40,208 | $2.6M |
| Leo Wealth, LLC | 0.20% | Add +1135.1% | 40,203 | $2.6M |
| Mission Wealth Management, LP | 0.06% | Add +274.9% | 40,122 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 1.05% | Reduce -4.9% | 40,133 | $2.6M |
| SevenBridge Financial Group, LLC | 0.45% | Add +10.7% | 38,643 | $2.5M |
| KCM Investment Advisors LLC | 0.09% | Reduce -3.9% | 39,593 | $2.5M |
| GSG Advisors LLC | 0.73% | Reduce -1.6% | 39,414 | $2.5M |
| Endowment Wealth Management, Inc. | 1.30% | Add +7.3% | 39,329 | $2.5M |
| Old Mission Investment Co LLC | 0.68% | Reduce -3.3% | 39,046 | $2.5M |
| 4J Wealth Management LLC | 1.67% | Reduce -1.5% | 38,778 | $2.5M |
| Summit Wealth Partners, LLC | 0.47% | Add +35.4% | 38,484 | $2.5M |
| Bonfire Financial | 2.02% | Add +0.1% | 38,480 | $2.5M |
| JB Capital LLC | 0.12% | Reduce -6.6% | 38,204 | $2.4M |
| Cibc World Market Inc. | 0.01% | Reduce -0.4% | 38,193 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Add +4.2% | 37,934 | $2.4M |
| Money Concepts Capital Corp. | 0.16% | Reduce -11.6% | 37,796 | $2.4M |
| Brown Brothers Harriman & Co. | 0.02% | Add +77.2% | 37,671 | $2.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.45% | No change | 37,488 | $2.4M |
| Forza Wealth Management, LLC | 0.98% | Reduce -27.0% | 37,298 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.9% | 37,006 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Add +87.2% | 36,803 | $2.4M |
| WCG Wealth Advisors LLC | 0.15% | Add +3.5% | 36,753 | $2.3M |
| CVA Family Office, LLC | 0.33% | Add +46.6% | 36,720 | $2.3M |
| Atwater Malick LLC | 0.74% | Add +50.0% | 36,604 | $2.3M |
| Gries Financial LLC | 0.42% | Reduce -2.5% | 36,511 | $2.3M |
| Centerpoint Advisory Group | 2.01% | Reduce -7.5% | 36,229 | $2.3M |
| Red Crane Wealth Management, LLC | 2.11% | Add +30.8% | 36,188 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Add +8.6% | 35,935 | $2.3M |
| OMNI 360 Wealth, Inc. | 1.43% | Add +1.5% | 35,924 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +4.8% | 35,514 | $2.3M |
| Southland Equity Partners LLC | 0.48% | Reduce -2.7% | 34,539 | $2.2M |
| Bailard, Inc. | 0.05% | Add +1.4% | 34,510 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.6% | 34,442 | $2.2M |
| Financial Insights, Inc. | 0.80% | Reduce -1.3% | 34,146 | $2.2M |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 34,127 | $2.2M |
| Harbor Advisory Corp. | 0.68% | Reduce -3.3% | 33,534 | $2.1M |
| HBW Advisory Services LLC | 0.26% | Reduce -27.1% | 33,427 | $2.1M |
| Objective Capital Management, LLC | 2.40% | Add +0.3% | 33,389 | $2.1M |
| Smartleaf Asset Management LLC | 0.19% | Add +8.2% | 33,462 | $2.1M |
| Westfuller Advisors, LLC | 1.21% | No change | 33,151 | $2.1M |
| TD Capital Management LLC | 0.20% | Add +0.2% | 33,137 | $2.1M |
| AE Wealth Management LLC | 0.02% | Reduce -31.4% | 33,047 | $2.1M |
| Advisory Alpha, LLC | 0.07% | Add +4.4% | 32,956 | $2.1M |
| Beam Wealth Advisors, Inc. | 0.63% | Reduce -43.2% | 32,900 | $2.1M |
| Drive Wealth Management, LLC | 0.46% | Add +13.1% | 32,835 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.7% | 32,687 | $2.1M |
| Curated Wealth Partners LLC | 0.24% | No change | 31,920 | $2.0M |
| Sound Stewardship, LLC | 1.05% | Add +0.2% | 31,868 | $2.0M |
| Counterweight Ventures, LLC | 1.33% | Add +9.7% | 31,838 | $2.0M |
| Sowa Financial Group, Inc. | 1.27% | Add +18.8% | 31,808 | $2.0M |
| Magnus Financial Group LLC | 0.18% | Add +127.2% | 31,541 | $2.0M |
| Sterling Wealth Advisors Inc | 1.42% | Reduce -4.0% | 30,897 | $2.0M |
| CoreCap Advisors, LLC | 0.08% | Reduce -0.4% | 31,187 | $2.0M |
| Post Resch Tallon Group Inc. | 1.88% | Add +3.5% | 30,297 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.37% | Add +3.0% | 30,133 | $1.9M |
| Williams & Novak, LLC | 1.64% | Reduce -3.6% | 30,122 | $1.9M |
| Centurion Wealth Management LLC | 0.55% | Reduce -1.1% | 30,105 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -3.9% | 29,968 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +0.6% | 29,919 | $1.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +48.1% | 28,907 | $1.8M |
| Quest 10 Wealth Builders, Inc. | 1.80% | Add +0.1% | 28,876 | $1.8M |
| Rodgers & Associates, LTD | 0.20% | Add +0.1% | 28,868 | $1.8M |
| Compound Planning, Inc. | 0.07% | Add +0.2% | 28,748 | $1.8M |
| Northside Capital Management, LLC | 0.14% | No change | 28,701 | $1.8M |
| Ruggaard & Associates LLC | 0.73% | Add +39.1% | 28,469 | $1.8M |
| Probity Advisors, Inc. | 0.32% | Add +2.1% | 28,197 | $1.8M |
| Gallacher Capital Management LLC | 0.83% | Reduce -22.3% | 28,133 | $1.8M |
| Gouws Capital LLC | 1.09% | Add +0.1% | 27,850 | $1.8M |
| Astoria Portfolio Advisors LLC. | 0.49% | Add +0.1% | 26,873 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.8% | 27,443 | $1.8M |
| CreativeOne Wealth, LLC | 0.05% | Add +5.3% | 27,401 | $1.8M |
| LMCG Investments, LLC | 0.11% | Reduce -3.8% | 27,328 | $1.7M |
| StoneX Group Inc. | 0.08% | Reduce -2.4% | 27,195 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -23.9% | 27,172 | $1.7M |
| Keudell/Morrison Wealth Management | 0.39% | Reduce -0.6% | 27,144 | $1.7M |
| Certified Advisory Corp | 0.18% | Add +0.2% | 27,127 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.71% | Add +3.4% | 27,065 | $1.7M |
| Beckerman Institutional, LLC | 1.13% | Reduce -0.6% | 26,642 | $1.7M |
| Mendel Money Management | 0.75% | Reduce -1.9% | 26,566 | $1.7M |
| Crewe Advisors LLC | 0.24% | Add +3.2% | 26,558 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.4% | 26,553 | $1.7M |
| Element Pointe Advisors, LLC | 0.41% | No change | 26,474 | $1.7M |
| Carr Financial Group Corp | 0.50% | Add +5.0% | 26,381 | $1.7M |
| Tradewinds, LLC. | 1.28% | New | 26,316 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.28% | Reduce -6.1% | 26,316 | $1.7M |
| Whalerock Point Partners, LLC | 0.37% | Add +1.4% | 26,301 | $1.7M |
| Anchor Investment Management, LLC | 0.15% | Add +2.9% | 26,099 | $1.7M |
| Eastern Bank | 0.03% | Reduce -4.8% | 26,093 | $1.7M |
| Strategic Financial Concepts, LLC | 0.23% | Reduce -67.0% | 26,083 | $1.7M |
| Insight Advisors, LLC/ PA | 0.27% | Reduce -31.3% | 25,926 | $1.7M |
| Freedom Investment Management, Inc. | 0.13% | Add +469.1% | 25,886 | $1.7M |
| Consolidated Portfolio Review Corp | 0.23% | Reduce -0.0% | 25,884 | $1.7M |
| Evergreen Capital Management LLC | 0.05% | Add +20.3% | 25,675 | $1.6M |
| Islay Capital Management, LLC | 1.06% | Add +0.4% | 25,622 | $1.6M |
| Composition Wealth, LLC | 0.03% | New | 25,564 | $1.6M |
| Bouvel Investment Partners, LLC | 0.55% | Reduce -1.0% | 25,421 | $1.6M |
| NFSG Corp | 0.26% | Add +26.6% | 25,420 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.78% | Add +7.4% | 25,323 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.60% | Add +0.9% | 25,175 | $1.6M |
| Wedmont Private Capital | 0.07% | Add +98.5% | 24,793 | $1.6M |
| Fingerlakes Wealth Management, Inc. | 1.20% | Add +10.2% | 25,158 | $1.6M |
| Grey Ledge Advisors, LLC | 0.39% | Reduce -0.7% | 25,133 | $1.6M |
| Haverford Trust Co | 0.02% | Reduce -10.0% | 25,064 | $1.6M |
| Nwam LLC | 0.09% | Add +145.9% | 24,758 | $1.6M |
| Capital International Investors | 0.00% | Add +1.8% | 24,952 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +10.9% | 24,899 | $1.6M |
| Optimum Investment Advisors | 0.69% | No change | 24,750 | $1.6M |
| Simplicity Wealth,LLC | 0.07% | Add +81.5% | 24,667 | $1.6M |
| Spire Wealth Management | 0.06% | Reduce -14.4% | 24,640 | $1.6M |
| Regal Investment Advisors LLC | 0.12% | New | 24,528 | $1.6M |
| Brio Consultants, LLC | 0.23% | Reduce -24.5% | 24,482 | $1.6M |
| Norden Group LLC | 0.17% | Reduce -3.6% | 24,263 | $1.6M |
| Nottingham Advisors, Inc. | 0.23% | Add +3.8% | 24,121 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +12.1% | 24,113 | $1.5M |
| Allium Financial Advisors, LLC | 1.34% | No change | 24,099 | $1.5M |
| McLean Asset Management Corp | 0.40% | Add +0.1% | 23,624 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Reduce -0.2% | 23,933 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.29% | Reduce -1.0% | 23,894 | $1.5M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -12.0% | 23,884 | $1.5M |
| Roman Butler Fullerton & Co. | 0.45% | Add +0.3% | 23,154 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -7.0% | 23,742 | $1.5M |
| Kapstone Financial Advisors LLC | 0.75% | Reduce -6.4% | 23,632 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +0.3% | 23,543 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 23,478 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.21% | Reduce -0.4% | 23,326 | $1.5M |
| Fiduciary Group, LLC | 0.14% | Reduce -1.6% | 23,231 | $1.5M |
| Elite Financial, Inc. | 0.73% | No change | 22,855 | $1.5M |
| Dohj, LLC | 0.43% | Reduce -3.5% | 25,178 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.46% | Add +151.3% | 23,097 | $1.5M |
| Pine Harbor Wealth Management, LLC | 0.52% | Add +23.8% | 22,996 | $1.5M |
| Prepared Retirement Institute LLC | 0.87% | Reduce -1.2% | 22,970 | $1.5M |
| First Heartland Consultants, Inc. | 0.13% | Add +6.1% | 22,706 | $1.5M |
| First Bancorp, Inc | 0.83% | Add +7.8% | 22,649 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -3.3% | 22,485 | $1.4M |
| Investment Partners, LTD. | 0.54% | Add +0.2% | 22,304 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -6.5% | 22,149 | $1.4M |
| PFG Advisors | 0.07% | Reduce -4.6% | 22,103 | $1.4M |
| Ellis Investment Partners, LLC | 0.27% | Add +1.4% | 22,067 | $1.4M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.5% | 21,894 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -40.7% | 21,579 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +21.8% | 21,200 | $1.4M |
| Uptick Partners, LLC | 0.39% | Add +30.4% | 21,176 | $1.4M |
| Rovin Capital /Ut/ | 0.41% | Reduce -0.8% | 21,163 | $1.4M |
| Occidental Asset Management, LLC | 0.18% | No change | 20,966 | $1.3M |
| AQR Capital Management | 0.00% | Add +48.7% | 20,583 | $1.3M |
| Wells Financial Advisors INC | 1.79% | Reduce -0.3% | 20,351 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.2% | 20,328 | $1.3M |
| CRA Financial Services, LLC | 0.20% | No change | 20,277 | $1.3M |
| Ranch Capital Advisors Inc. | 0.56% | Add +5.4% | 20,195 | $1.3M |
| Sound Financial Strategies Group, LLC | 1.08% | Reduce -1.5% | 20,051 | $1.3M |
| Flavin Financial Services, Inc. | 1.24% | Reduce -30.3% | 20,050 | $1.3M |
| Decker Retirement Planning Inc. | 0.74% | Add +10891.8% | 20,005 | $1.3M |
| Alliance Wealth Management Group | 0.32% | Reduce -3.2% | 19,868 | $1.3M |
| Opulen Financial Group LLC | 1.04% | Reduce -0.4% | 19,766 | $1.3M |
| 360 Financial, Inc. | 0.40% | Reduce -6.7% | 19,641 | $1.3M |
| Titleist Asset Management, LLC | 0.12% | Reduce -2.3% | 19,557 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.46% | Add +6.8% | 19,453 | $1.2M |
| NCM Capital Management, LLC | 0.51% | No change | 19,360 | $1.2M |
| Fort Point Capital Partners LLC | 0.12% | Add +7.7% | 19,240 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.22% | Add +0.1% | 19,215 | $1.2M |
| High Net Worth Advisory Group LLC | 0.32% | No change | 19,127 | $1.2M |
| Claro Advisors Inc. | 0.20% | Add +6.2% | 19,101 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -2.4% | 19,095 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +2.7% | 19,070 | $1.2M |
| Ehrlich Financial Group | 0.78% | Add +4.7% | 18,947 | $1.2M |
| Essex Bank | 0.29% | Add +5.5% | 18,821 | $1.2M |
| Sequent Planning LLC | 0.38% | Add +14.6% | 18,804 | $1.2M |
| First National Trust Co | 0.04% | Add +11.3% | 18,691 | $1.2M |
| NorthRock Partners, LLC | 0.03% | Add +16.4% | 18,640 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.34% | Reduce -0.2% | 18,472 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.15% | Add +20.4% | 18,387 | $1.2M |
| Greater Midwest Financial Group, LLC | 0.89% | Reduce -3.7% | 18,298 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -17.1% | 18,287 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.19% | Reduce -16.9% | 17,215 | $1.2M |
| Midwest Trust Co | 0.02% | — | 18,105 | $1.2M |
| Beacon Financial Planning, Inc. | 0.64% | Add +40.4% | 18,016 | $1.2M |
| Kirtland Hills Capital Management, LLC | 0.53% | Add +162.3% | 18,007 | $1.2M |
| Silverlake Wealth Management LLC | 0.34% | New | 17,859 | $1.1M |
| Pasadena Private Wealth, LLC | 0.19% | Reduce -1.1% | 17,764 | $1.1M |
| Valley National Advisers Inc. | 0.19% | Add +2.7% | 17,762 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +23.2% | 17,582 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +11.1% | 17,570 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +2.0% | 17,561 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -2.6% | 17,463 | $1.1M |
| Vise Technologies, Inc. | 0.05% | — | 17,423 | $1.1M |
| Icon Wealth Advisors, LLC | 0.08% | Reduce -13.2% | 17,416 | $1.1M |
| Balentine LLC | 0.04% | No change | 17,341 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Reduce -2.7% | 17,085 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -16.2% | 17,079 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | No change | 16,940 | $1.1M |
| Naples Global Advisors, LLC | 0.09% | Reduce -0.4% | 16,905 | $1.1M |
| Commonwealth Financial Services, LLC | 0.21% | Reduce -2.0% | 16,819 | $1.1M |
| Freestate Advisors LLC | 0.96% | Add +1.5% | 16,749 | $1.1M |
| Ipsen Advisor Group LLC | 0.82% | Add +11.4% | 16,741 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -5.0% | 16,686 | $1.1M |
| Mosaic Financial Group, LLC | 0.82% | Add +0.1% | 16,671 | $1.1M |
| CGC Financial Services, LLC | 0.36% | No change | 16,565 | $1.1M |
| Zhang Financial LLC | 0.05% | Add +162.5% | 16,508 | $1.1M |
| Glenmede Investment Management, LP | 0.01% | — | 16,470 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -32.2% | 16,200 | $1.0M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -14.4% | 16,187 | $1.0M |
| Paladin Advisory Group, LLC | 0.79% | Reduce -0.2% | 16,168 | $1.0M |
| Koshinski Asset Management, Inc. | 0.08% | Add +10.6% | 16,020 | $1.0M |
| Alteri Wealth LLC | 0.39% | Add +2.5% | 15,750 | $1.0M |
| Tranquilli Financial Advisor LLC | 0.62% | Add +85.7% | 15,654 | $1.0M |
| Sovran Advisors, LLC | 0.10% | Add +35.1% | 15,454 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +96.1% | 15,626 | $999K |
| Teamwork Financial Advisors, LLC | 0.12% | Add +12.3% | 15,582 | $996K |
| IPG Investment Advisors LLC | 0.19% | No change | 15,575 | $996K |
| Brandywine Oak Private Wealth LLC | 0.09% | No change | 15,391 | $984K |
| Curi Capital, LLC | 0.02% | Add +11.5% | 15,105 | $966K |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.1% | 15,057 | $963K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -53.5% | 15,046 | $962K |
| Legacy Trust | 0.24% | Add +26.1% | 14,992 | $959K |
| Opal Wealth Advisors, LLC | 0.26% | Reduce -2.9% | 14,924 | $954K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -2.7% | 14,858 | $950K |
| Human Investing LLC | 0.15% | Add +42.6% | 14,807 | $947K |
| Montis Financial, LLC | 0.26% | Add +4.3% | 14,796 | $946K |
| Modern Wealth Management, LLC | 0.02% | Add +24.8% | 14,706 | $940K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -5.9% | 14,671 | $938K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.6% | 14,652 | $937K |
| Providence First Trust Co | 0.33% | New | 14,631 | $935K |
| RDA Financial Network | 0.25% | Add +178.9% | 14,631 | $935K |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 14,621 | $935K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 14,508 | $928K |
| Stokes Family Office, LLC | 0.10% | Reduce -0.3% | 14,354 | $918K |
| WealthCare Investment Partners, LLC | 0.33% | Add +6.7% | 14,033 | $915K |
| Crowley Wealth Management, Inc. | 0.83% | Add +4.8% | 14,243 | $911K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -6.7% | 14,187 | $907K |
| Fairvoy Private Wealth, LLC | 0.23% | Add +0.3% | 14,180 | $907K |
| Priebe Wealth Holdings LLC | 0.78% | Reduce -33.5% | 14,128 | $903K |
| Acorn Financial Advisory Services Inc. | 0.14% | Reduce -4.6% | 13,728 | $878K |
| Investment Advisory Group, LLC | 0.27% | Add +0.1% | 13,706 | $876K |
| MWA Asset Management | 0.54% | Add +0.7% | 13,687 | $875K |
| Brasada Capital Management, LP | 0.15% | Add +0.3% | 13,381 | $873K |
| Pinnacle Bancorp, Inc. | 0.27% | Add +0.2% | 13,633 | $872K |
| Quadrant Private Wealth Management, LLC | 0.18% | Reduce -19.7% | 13,617 | $871K |
| Warner Financial, Inc. | 0.36% | Add +0.2% | 13,552 | $867K |
| Darden Wealth Group Inc | 0.52% | New | 13,500 | $863K |
| Venture Visionary Partners LLC | 0.03% | Add +16.0% | 13,489 | $862K |
| Delos Wealth Advisors, LLC | 0.67% | No change | 13,473 | $861K |
| Aspiriant, LLC | 0.03% | No change | 13,463 | $861K |
| ORG Partners LLC | 0.19% | Add +1.8% | 13,359 | $856K |
| International Assets Investment Management, LLC | 0.07% | No change | 13,322 | $852K |
| Johnson Investment Counsel Inc. | 0.01% | Add +21.9% | 13,285 | $849K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.1% | 13,268 | $848K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -1.9% | 13,232 | $846K |
| Talon Private Wealth, LLC | 0.12% | Reduce -3.7% | 13,111 | $838K |
| Centaurus Financial, Inc. | 0.05% | Add +2.9% | 13,017 | $832K |
| PCA Investment Advisory Services Inc. | 0.35% | Add +1.4% | 12,991 | $831K |
| LaSalle St. Investment Advisors, LLC | 0.23% | Reduce -2.8% | 12,962 | $828K |
| Roxbury Financial LLC | 0.80% | Add +12.8% | 12,768 | $816K |
| Smithfield Trust Co | 0.04% | Add +0.0% | 12,720 | $814K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +38.7% | 12,709 | $813K |
| Cascades Capital Asset Management, LLC | 0.42% | Reduce -1.1% | 12,518 | $800K |
| Fifth Third Bancorp | 0.00% | Reduce -1.1% | 12,413 | $794K |
| Element Wealth, LLC | 0.36% | Add +1.7% | 12,261 | $784K |
| Northeast Financial Group, Inc. | 0.25% | Reduce -7.7% | 12,255 | $784K |
| Main Street Financial Solutions, LLC | 0.06% | Add +2.6% | 12,191 | $779K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +3.8% | 12,184 | $779K |
| LifePlan Financial, LLC | 0.64% | Reduce -0.3% | 12,161 | $778K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Add +0.0% | 12,110 | $774K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -0.2% | 11,928 | $772K |
| ARS Investment Partners, LLC | 0.06% | Add +4.9% | 12,067 | $772K |
| EFG Asset Management (Americas) Corp. | 0.14% | Add +5.4% | 12,037 | $770K |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -18.6% | 11,968 | $765K |
| Ellenbecker Investment Group | 0.12% | Reduce -29.1% | 11,913 | $762K |
| Susquehanna International Group, LLP | 0.00% | New | 11,849 | $758K |
| Flagship Private Wealth, LLC | 0.32% | Add +0.0% | 11,813 | $755K |
| Evernest Financial Advisors, LLC | 0.24% | No change | 11,797 | $754K |
| Chilton Investment Co. Inc. | 0.02% | Add +125.2% | 11,654 | $745K |
| Gilbert Capital Group, Inc. | 0.62% | — | 11,629 | $744K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.2% | 11,575 | $740K |
| Wealth Management Associates, Inc. | 0.29% | Add +0.0% | 11,536 | $738K |
| American State Bank (Iowa) | 0.40% | Reduce -17.1% | 11,436 | $731K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -3.2% | 11,384 | $728K |
| Apeiron RIA LLC | 0.19% | Add +2.9% | 11,351 | $726K |
| Investment Partners Asset Management, Inc. | 0.50% | Add +3.2% | 11,279 | $721K |
| West Wealth Group, LLC | 0.18% | Reduce -16.6% | 11,127 | $721K |
| Aspen Wealth Management LLC | 0.18% | Reduce -22.4% | 11,272 | $721K |
| Ascentis Wealth Management, LLC | 0.20% | No change | 11,116 | $720K |
| Compass Financial Services Inc | 0.35% | Add +0.4% | 11,232 | $718K |
| Nicolet Advisory Services, LLC | 0.06% | Add +188.5% | 11,180 | $717K |
| Principle Wealth Partners LLC | 0.04% | Add +2.7% | 11,145 | $713K |
| Carnegie Investment Counsel | 0.01% | Add +40.3% | 11,044 | $706K |
| Veracity Capital LLC | 0.24% | Reduce -0.1% | 10,979 | $702K |
| Sunburst Financial Group, LLC | 0.16% | No change | 10,877 | $695K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -1.9% | 10,855 | $694K |
| Novem Group | 0.09% | Add +8.9% | 10,850 | $694K |
| Montag & Caldwell, LLC | 0.15% | New | 10,771 | $689K |
| Atlantic Union Bankshares Corp | 0.02% | Add +39.4% | 10,612 | $679K |
| Beacon Harbor Wealth Advisors, Inc. | 0.17% | No change | 10,599 | $678K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -9.6% | 10,561 | $675K |
| PKS Advisory Services, LLC | 0.17% | Reduce -5.1% | 10,458 | $669K |
| Horizon Investment Services, LLC | 0.29% | Reduce -15.8% | 10,413 | $666K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -19.4% | 10,409 | $666K |
| Albion Financial Group | 0.04% | No change | 10,373 | $663K |
| Rik Saylor Financial, Inc. | 0.51% | Reduce -0.2% | 10,333 | $661K |
| MSH Capital Advisors LLC | 0.19% | Reduce -3.5% | 10,326 | $660K |
| GWN Securities Inc. | 0.12% | Reduce -60.0% | 10,275 | $658K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 10,264 | $656K |
| Biltmore Family Office, LLC | 0.11% | No change | 10,247 | $655K |
| Fort Sheridan Advisors LLC | 0.09% | Reduce -10.6% | 10,226 | $654K |
| PFG Investments, LLC | 0.04% | Add +5.1% | 10,165 | $650K |
| Comprehensive Financial Planning, Inc. | 0.51% | Add +0.5% | 10,148 | $649K |
| Quantinno Capital Management LP | 0.00% | New | 10,136 | $648K |
| Alterna Wealth Management, Inc. | 0.52% | Add +1.4% | 10,122 | $647K |
| Redwood Financial Network Corp | 0.44% | Reduce -4.6% | 10,119 | $647K |
| Round Rock Advisors LLC | 0.11% | Add +0.1% | 10,115 | $647K |
| Symphony Financial, Ltd. Co. | 0.08% | New | 9,961 | $647K |
| Cornerstone Wealth Group, LLC | 0.05% | New | 10,097 | $646K |
| Sowell Financial Services LLC | 0.03% | Add +0.9% | 10,071 | $644K |
| Latitude Advisors, LLC | 0.32% | Add +0.2% | 10,045 | $642K |
| Avantra Family Wealth, Inc. | 0.53% | Reduce -42.8% | 9,962 | $637K |
| Kraft, Davis & Associates, LLC | 0.17% | Reduce -14.6% | 9,652 | $633K |
| Lincoln Capital LLC | 0.12% | Add +1.6% | 9,892 | $633K |
| Dana Investment Advisors, Inc. | 0.02% | Add +4.7% | 9,854 | $630K |
| Two West Capital Advisors LLC | 0.41% | Add +147.0% | 9,570 | $630K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -8.7% | 9,885 | $629K |
| Signal Advisors Wealth, LLC | 0.05% | Add +7.2% | 9,821 | $628K |
| Allen Capital Group, LLC | 0.07% | Reduce -3.5% | 9,810 | $627K |
| Ignite Planners, LLC | 0.11% | Add +0.1% | 9,628 | $624K |
| W Advisors, LLC | 0.36% | No change | 9,697 | $620K |
| Commerce Bank | 0.00% | Add +17.0% | 9,649 | $617K |
| ONE Advisory Partners, LLC | 0.21% | New | 9,361 | $616K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +24.7% | 9,617 | $615K |
| Diversified Trust Co. | 0.01% | Add +5.3% | 9,598 | $614K |
| Glenview Trust Co | 0.01% | Add +7.2% | 9,516 | $608K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 9,503 | $608K |
| Jordan Park Group LLC | 0.04% | No change | 9,500 | $607K |
| Safeguard Investment Advisory Group, LLC | 0.15% | New | 9,393 | $601K |
| Michels Family Financial, LLC | 0.51% | Reduce -0.9% | 9,309 | $595K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -5.8% | 9,299 | $595K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 9,237 | $591K |
| HUB Investment Partners, LLC | 0.02% | Reduce -2.3% | 9,169 | $586K |
| Brighton Jones LLC | 0.02% | Reduce -0.9% | 9,130 | $584K |
| HM Payson & Co. | 0.01% | Reduce -27.2% | 9,127 | $584K |
| Clarus Wealth Advisors | 0.27% | Reduce -7.9% | 8,988 | $582K |
| Diametric Capital, LP | 0.31% | New | 9,064 | $580K |
| Advance Capital Management, Inc. | 0.03% | Reduce -12.4% | 9,043 | $578K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 8,884 | $568K |
| Marshall Financial Group, LLC | 0.11% | Reduce -15.8% | 8,766 | $568K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.5% | 8,745 | $559K |
| Kathmere Capital Management, LLC | 0.04% | New | 8,623 | $551K |
| Bell Bank | 0.03% | No change | 8,600 | $550K |
| Ayrshire Capital Management LLC | 0.26% | Reduce -1.7% | 8,537 | $546K |
| Wealth Effects LLC | 0.20% | Reduce -0.1% | 8,521 | $545K |
| SageView Advisory Group, LLC | 0.02% | Reduce -14.4% | 8,286 | $543K |
| FineMark National Bank & Trust | 0.02% | No change | 8,424 | $539K |
| OneAscent Financial Services LLC | 0.04% | Add +74.5% | 8,330 | $538K |
| Summit X, LLC | 0.10% | Reduce -5.3% | 8,318 | $532K |
| McAdam, LLC | 0.03% | Add +7.9% | 8,316 | $532K |
| SCS Capital Management LLC | 0.01% | New | 8,259 | $528K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.0% | 8,259 | $528K |
| Scott & Selber, Inc. | 0.15% | Add +0.0% | 8,233 | $526K |
| Tiaa Trust, National Association | 0.00% | Add +37.2% | 8,214 | $525K |
| Whelan Financial | 0.19% | Reduce -0.2% | 8,163 | $522K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -1.8% | 8,128 | $520K |
| River Wealth Advisors LLC | 0.06% | Reduce -3.0% | 8,100 | $518K |
| Keybank National Association | 0.00% | Add +18.6% | 8,099 | $518K |
| Motley Fool Wealth Management, LLC | 0.03% | New | 8,030 | $513K |
| GTS Securities LLC | 0.02% | New | 8,000 | $512K |
| Old Mission Capital LLC | 0.01% | New | 8,000 | $512K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +8.1% | 7,994 | $511K |
| Breakwater Capital Group | 0.08% | Reduce -9.6% | 7,990 | $511K |
| Florida Financial Advisors, LLC | 0.12% | Add +68.5% | 7,934 | $508K |
| Atlantic Family Wealth, LLC | 0.44% | Reduce -7.3% | 7,919 | $506K |
| Stonebrook Private Inc. | 0.12% | Add +95.9% | 7,906 | $505K |
| Financial Partners Group, Inc | 0.07% | Add +0.5% | 7,831 | $501K |
| Bluesphere Advisors LLC | 0.25% | Add +2.7% | 7,796 | $498K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -51.6% | 7,769 | $497K |
| Headinvest, LLC | 0.11% | Reduce -0.2% | 7,766 | $497K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 7,692 | $492K |
| Hobbs Group Advisors, LLC | 0.17% | Add +24.2% | 7,623 | $487K |
| City State Bank | 0.15% | Reduce -2.6% | 7,532 | $482K |
| Stanich Group LLC | 0.43% | Add +8.8% | 7,409 | $481K |
| Intrepid Capital Management Inc. | 0.25% | No change | 7,479 | $478K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -22.8% | 7,470 | $478K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -6.3% | 7,467 | $477K |
| Balance Wealth Partners LLC | 0.28% | Reduce -3.9% | 7,419 | $474K |
| LongView Wealth Management | 0.14% | Add +42.0% | 7,362 | $471K |
| Apollon Financial, LLC | 0.10% | Reduce -0.9% | 7,354 | $470K |
| Avaii Wealth Management, LLC | 0.21% | Reduce -4.4% | 7,326 | $468K |
| Keebeck Wealth Management | 0.06% | Reduce -4.3% | 7,312 | $468K |
| Paces Ferry Wealth Advisors, LLC | 0.21% | Add +0.2% | 7,304 | $467K |
| Family Capital Trust Co | 0.16% | No change | 7,300 | $467K |
| Squarepoint Ops LLC | 0.00% | New | 7,291 | $466K |
| Whitener Capital Management, Inc. | 0.12% | No change | 7,250 | $464K |
| Sterling Investment Counsel, LLC | 0.27% | Reduce -79.5% | 7,214 | $461K |
| Fortis Advisors, LLC | 0.29% | Add +15.2% | 7,199 | $460K |
| Rothschild Investment LLC | 0.03% | Add +0.5% | 7,193 | $460K |
| Alta Wealth Advisors LLC | 0.22% | Add +0.3% | 7,161 | $458K |
| Capital Advantage, Inc. | 0.07% | Add +0.8% | 7,155 | $457K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -26.7% | 7,154 | $457K |
| Brady Family Wealth, LLC | 0.14% | Add +0.0% | 7,137 | $456K |
| Sig Brokerage, LP | 0.13% | New | 7,133 | $456K |
| Evoke Wealth, LLC | 0.01% | New | 7,084 | $453K |
| West Michigan Advisors, LLC | 0.13% | Reduce -21.9% | 7,082 | $453K |
| Potentia Wealth | 0.26% | No change | 7,064 | $452K |
| Arrowroot Family Office, LLC | 0.20% | — | 7,023 | $449K |
| Inscription Capital, LLC | 0.06% | Reduce -55.6% | 7,011 | $448K |
| BKM Wealth Management, LLC | 0.18% | Reduce -9.8% | 7,008 | $448K |
| Core Wealth Advisors, Inc. | 0.13% | No change | 6,990 | $447K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Add +0.1% | 6,961 | $445K |
| Arista Wealth Management, LLC | 0.06% | New | 6,961 | $445K |
| Tactive Advisors, LLC | 0.14% | — | 6,949 | $444K |
| New England Private Wealth Advisors LLC | 0.06% | Reduce -2.6% | 6,804 | $444K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | No change | 6,937 | $444K |
| Arax Advisory Partners | 0.02% | Add +69.3% | 6,936 | $443K |
| First City Capital Management, Inc. | 0.26% | No change | 6,929 | $443K |
| Demars Financial Group, LLC | 0.17% | Add +0.1% | 6,911 | $442K |
| High Falls Advisors, Inc | 0.10% | Add +58.6% | 6,910 | $442K |
| Old National Bancorp | 0.01% | Add +9.8% | 6,864 | $439K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -1.1% | 6,857 | $438K |
| Riverchase Wealth Management, LLC | 0.28% | No change | 6,835 | $437K |
| Evermay Wealth Management LLC | 0.05% | No change | 6,795 | $434K |
| TRUE Private Wealth Advisors | 0.05% | Add +2.1% | 6,737 | $431K |
| Quadrant Capital Group LLC | 0.02% | No change | 6,702 | $429K |
| Central Pacific Bank - Trust Division | 0.06% | Add +0.7% | 6,694 | $428K |
| Destination Wealth Management | 0.01% | Reduce -1.1% | 6,648 | $425K |
| Pinnacle Financial Group, LLC / IL | 0.14% | Add +30.4% | 6,642 | $425K |
| Collaborative Wealth Managment Inc. | 0.18% | No change | 6,570 | $420K |
| Trek Financial, LLC | 0.03% | Add +9.3% | 6,552 | $419K |
| Quadcap Wealth Management, LLC | 0.05% | Add +0.3% | 6,519 | $417K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.4% | 6,515 | $417K |
| Bernard Wealth Management Corp. | 0.19% | Reduce -3.1% | 6,507 | $416K |
| Formidable Asset Management, LLC | 0.07% | No change | 6,685 | $413K |
| CVFG LLC | 0.33% | Add +3.0% | 6,445 | $412K |
| Bay Capital Advisors, LLC | 0.31% | Add +0.2% | 6,444 | $412K |
| National Wealth Management Group, LLC | 0.23% | Add +0.5% | 6,416 | $410K |
| Empire Financial Management Company, LLC | 0.12% | Reduce -0.5% | 6,352 | $406K |
| Romano Brothers and Company | 0.05% | Add +1.6% | 6,333 | $405K |
| Mandatum Life Insurance Co Ltd | 0.11% | Reduce -3.3% | 6,331 | $405K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +7.4% | 6,320 | $404K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $403K |
| Soltis Investment Advisors LLC | 0.03% | Add +67.7% | 6,278 | $401K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -76.2% | 6,276 | $401K |
| Gateway Wealth Partners, LLC | 0.08% | Add +1.6% | 6,269 | $401K |
| GC Wealth Management RIA, LLC | 0.03% | Add +27.9% | 6,254 | $400K |
| Mendel Capital Management LLC | 0.23% | Add +0.1% | 6,249 | $400K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +13.2% | 6,233 | $399K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | New | 6,200 | $396K |
| Brian Low Financial Group, LLC | 0.37% | — | 6,144 | $393K |
| BCU Wealth Advisors, LLC | 0.17% | Add +20.8% | 6,036 | $386K |
| FSB Premier Wealth Management, Inc. | 0.14% | Add +0.4% | 6,022 | $385K |
| Orrstown Financial Services Inc. | 0.08% | No change | 6,018 | $385K |
| Sanchez Wealth Management Group | 0.09% | Reduce -29.0% | 6,017 | $385K |
| Dynamic Financial Group | 0.36% | New | 5,890 | $377K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -55.7% | 5,835 | $373K |
| Lion Street Advisors, LLC | 0.11% | New | 5,768 | $369K |
| Tandem Capital Management Corp. | 0.19% | Reduce -4.2% | 5,761 | $368K |
| Commonwealth Retirement Investments LLC | 0.14% | Add +29.7% | 5,707 | $365K |
| Abound Financial, LLC | 0.16% | No change | 5,706 | $365K |
| Vident Advisory, LLC | 0.00% | No change | 5,703 | $365K |
| Castle Wealth Management LLC | 0.13% | Add +4.4% | 5,648 | $361K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.0% | 5,643 | $361K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.1% | 5,625 | $360K |
| Edgestream Partners, L.P. | 0.01% | Add +70.0% | 5,624 | $360K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +53.7% | 5,558 | $355K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +5.4% | 5,554 | $355K |
| Insight Wealth Partners, LLC | 0.20% | No change | 5,545 | $355K |
| Addison Advisors LLC | 0.09% | No change | 5,523 | $353K |
| Betterment LLC | 0.00% | Reduce -15.3% | 5,477 | $350K |
| Liberty Wealth Management LLC | 0.05% | Add +8.4% | 5,429 | $347K |
| Eastover Investment Advisors LLC | 0.16% | No change | 5,428 | $347K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $345K |
| Future Financial Wealth Managment LLC | 0.24% | Reduce -0.2% | 5,395 | $345K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 5,392 | $345K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -3.8% | 5,271 | $342K |
| Aurora Private Wealth, Inc. | 0.25% | Reduce -36.9% | 5,348 | $342K |
| Annex Advisory Services, LLC | 0.01% | Reduce -31.0% | 5,348 | $342K |
| South Plains Financial, Inc. | 0.24% | Add +16.0% | 5,345 | $342K |
| Clear Investment Research, LLC | 0.43% | Reduce -1.5% | 5,333 | $341K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 5,331 | $341K |
| Royal Harbor Partners, LLC | 0.12% | Add +0.5% | 5,325 | $340K |
| Continuum Wealth Advisors, LLC | 0.16% | Reduce -10.2% | 5,301 | $339K |
| GM Advisory Group, LLC | 0.02% | New | 5,300 | $339K |
| Pacific Wealth Management | 0.17% | No change | 5,280 | $338K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.2% | 5,271 | $337K |
| Oak Harvest Investment Services | 0.04% | Add +0.0% | 5,260 | $336K |
| Soundwatch Capital LLC | 0.06% | No change | 5,272 | $335K |
| Planning Alternatives Ltd. | 0.05% | Reduce -1.1% | 5,244 | $335K |
| Legacy Edge Advisors, LLC | 0.04% | New | 5,212 | $333K |
| Trust Co. of Vermont | 0.02% | Add +16.8% | 5,200 | $332K |
| Rollins Financial Advisors, LLC | 0.05% | New | 5,150 | $329K |
| Capital Market Strategies LLC | 0.23% | Add +2.3% | 5,138 | $329K |
| Greykasell Wealth Strategies, Inc. | 0.16% | New | 5,088 | $325K |
| Syon Capital LLC | 0.02% | New | 5,050 | $323K |
| Integrity Investment Advisors, LLC | 0.25% | No change | 5,022 | $321K |
| SOL Capital Management CO | 0.03% | No change | 5,000 | $320K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,000 | $320K |
| Geneva Partners, LLC | 0.13% | Add +22.2% | 4,981 | $318K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -30.7% | 4,958 | $317K |
| Avant Capital LLC | 0.25% | Add +26.2% | 4,954 | $317K |
| Bison Wealth, LLC | 0.03% | Add +17.7% | 4,877 | $316K |
| Philadelphia Trust Co. | 0.02% | No change | 4,935 | $316K |
| FWL Investment Management, LLC | 0.10% | Reduce -15.7% | 4,934 | $315K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -3.9% | 4,899 | $313K |
| Community Trust & Investment Co. | 0.02% | Reduce -10.2% | 4,885 | $312K |
| Moller Wealth Partners | 0.07% | Add +9.3% | 4,879 | $312K |
| Carl P. Sherr & Co., LLC | 0.16% | Reduce -14.0% | 4,876 | $312K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -1.5% | 4,862 | $311K |
| Wealthgarden F.S. LLC | 0.26% | New | 4,771 | $308K |
| BOS Asset Management, LLC | 0.10% | Reduce -5.2% | 4,814 | $308K |
| HFG Advisors, Inc. | 0.24% | No change | 4,767 | $305K |
| Kelly Financial Services LLC | 0.09% | Reduce -1.2% | 4,758 | $304K |
| Integrity Financial Corp | 0.15% | Reduce -0.1% | 4,729 | $302K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -27.2% | 4,694 | $301K |
| LM Advisors LLC | 0.04% | No change | 4,684 | $299K |
| CX Institutional | 0.01% | Add +0.0% | 4,673 | $299K |
| Ethos Financial Group, LLC | 0.03% | Add +11.2% | 4,620 | $295K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.2% | 4,602 | $294K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,600 | $294K |
| Maripau Wealth Management LLC | 0.15% | New | 4,574 | $292K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,549 | $291K |
| Headlands Technologies LLC | 0.03% | Reduce -20.8% | 4,547 | $291K |
| M&T Bank Corp | 0.00% | No change | 4,534 | $290K |
| Resurgent Financial Advisors LLC | 0.16% | New | 4,528 | $290K |
| Security Financial Services, INC. | 0.05% | Reduce -43.4% | 4,525 | $289K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.5% | 4,445 | $289K |
| Coldstream Capital Management Inc. | 0.00% | Add +8.4% | 4,507 | $288K |
| Navis Wealth Advisors, LLC | 0.24% | No change | 4,506 | $288K |
| Curtis Advisory Group, LLC | 0.07% | No change | 4,500 | $288K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 4,500 | $288K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $288K |
| Procyon Advisors, LLC | 0.03% | No change | 4,471 | $285K |
| Noble Family Wealth, LLC | 0.07% | New | 4,441 | $284K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -25.9% | 4,435 | $284K |
| Two Sigma Securities, LLC | 0.04% | New | 4,430 | $283K |
| Duncker Streett & Co. Inc. | 0.05% | Add +57.8% | 4,386 | $280K |
| Investment Planning Advisors, Inc. | 0.10% | Add +11.4% | 4,353 | $278K |
| Squire Investment Management Company, LLC | 0.10% | Reduce -0.1% | 4,353 | $278K |
| Integras Partners LLC | 0.30% | Add +0.2% | 4,346 | $278K |
| SP Asset Management LLC | 0.02% | Add +0.4% | 4,308 | $275K |
| Essex LLC | 0.05% | Reduce -6.0% | 4,285 | $274K |
| Randolph Co Inc | 0.03% | Reduce -57.9% | 4,277 | $273K |
| Acute Investment Advisory, LLC | 2.22% | New | 4,257 | $272K |
| Waterfront Wealth Inc. | 0.06% | Reduce -2.6% | 4,248 | $272K |
| Key Financial Inc | 0.05% | Add +10.0% | 4,247 | $272K |
| Klingman & Associates, LLC | 0.01% | New | 4,200 | $269K |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.0% | 4,181 | $267K |
| Creekmur Asset Management LLC | 0.05% | Add +33.5% | 4,162 | $266K |
| Everpar Advisors LLC | 0.12% | New | 4,158 | $266K |
| Guardian Asset Advisors, LLC | 0.15% | Add +16.3% | 4,147 | $266K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -9.6% | 4,145 | $265K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -7.1% | 4,123 | $264K |
| Brighton Securities Corp. | 0.14% | New | 4,113 | $263K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.1% | 4,095 | $262K |
| Private Capital Management, LLC | 0.03% | Add +1.8% | 4,086 | $261K |
| Capital Square, LLC | 0.14% | Add +2.5% | 4,008 | $260K |
| Guardian Partners Inc. | 0.02% | No change | 4,000 | $260K |
| Sachetta, LLC | 0.10% | Add +0.2% | 4,030 | $258K |
| Note Advisors, LLC | 0.18% | Add +0.6% | 4,022 | $257K |
| Ascent Group, LLC | 0.01% | Reduce -30.7% | 4,016 | $257K |
| Facet Wealth, Inc. | 0.01% | New | 3,962 | $256K |
| Deutsche Bank AG | 0.00% | No change | 3,976 | $254K |
| Advisor OS, LLC | 0.02% | New | 3,946 | $252K |
| Cedar Wealth Management, LLC | 0.09% | No change | 3,934 | $252K |
| McDonald Partners LLC | 0.06% | Reduce -11.3% | 3,926 | $251K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 3,899 | $249K |
| Visionary Horizons, LLC | 0.16% | Add +0.1% | 3,893 | $249K |
| Calamos Wealth Management LLC | 0.01% | New | 3,882 | $248K |
| GDS Wealth Management | 0.02% | No change | 3,873 | $248K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $247K |
| Montz Harcus Wealth Management LLC | 0.12% | New | 3,855 | $246K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -1.2% | 3,841 | $246K |
| First National Advisers, LLC | 0.04% | No change | 3,780 | $242K |
| Oarsman Capital, Inc. | 0.04% | No change | 3,767 | $241K |
| Nalls Sherbakoff Group, LLC | 0.18% | Reduce -18.9% | 3,765 | $241K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -11.2% | 3,762 | $241K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 3,755 | $240K |
| QRG Capital Management, Inc. | 0.00% | Add +8.9% | 3,753 | $240K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -6.5% | 3,684 | $236K |
| Davis R M Inc. | 0.00% | Add +12.8% | 3,680 | $235K |
| Mattern Capital Management, LLC | 0.03% | Reduce -19.8% | 3,674 | $235K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,650 | $233K |
| Tobias Financial Advisors, Inc. | 0.04% | Reduce -7.3% | 3,634 | $232K |
| M3 Advisory Group, LLC | 0.16% | Reduce -21.4% | 3,631 | $232K |
| MTM Investment Management, LLC | 0.08% | No change | 3,629 | $232K |
| Root Financial Partners, LLC | 0.02% | New | 3,616 | $231K |
| Sapient Capital LLC | 0.00% | No change | 3,571 | $228K |
| Brogan Financial, Inc. | 0.10% | Add +0.5% | 3,571 | $228K |
| Prelude Capital Management, LLC | 0.02% | New | 3,546 | $227K |
| Pinnacle Financial Partners Inc | 0.00% | New | 3,542 | $226K |
| UMB Bank, n.a. | 0.00% | No change | 3,542 | $226K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -6.3% | 3,536 | $226K |
| Heritage Wealth Management, Inc./Texas | 0.11% | New | 3,528 | $226K |
| Hantz Financial Services, Inc. | 0.00% | Add +306.4% | 3,519 | $225K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.0% | 3,512 | $225K |
| Balefire, LLC | 0.05% | New | 3,493 | $223K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,460 | $221K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.1% | 3,454 | $221K |
| Arlington Trust Co LLC | 0.04% | No change | 3,423 | $219K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $218K |
| Pandora Wealth, Inc. | 0.13% | No change | 3,400 | $217K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -56.9% | 3,378 | $216K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,355 | $215K |
| TFR Capital, LLC. | 0.08% | Reduce -5.7% | 3,350 | $214K |
| Wrenne Financial Planning LLC | 0.10% | No change | 3,340 | $214K |
| Westside Investment Management, Inc. | 0.04% | Add +17.9% | 3,302 | $211K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $211K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $210K |
| Gimbal Financial | 0.13% | Reduce -98.9% | 3,289 | $210K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +0.1% | 3,265 | $209K |
| NWF Advisory Services Inc. | 0.02% | New | 3,259 | $208K |
| Planning Directions Inc. | 0.12% | New | 3,257 | $208K |
| One Capital Management, LLC | 0.01% | Reduce -1.5% | 3,244 | $207K |
| Lee Financial Co | 0.03% | New | 3,240 | $207K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,224 | $206K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 3,223 | $206K |
| Sharp Wealth Advisory, LLC | 0.13% | New | 3,222 | $206K |
| Stordahl Capital Management, Inc. | 0.05% | New | 3,220 | $206K |
| Wealth Architects, LLC | 0.02% | New | 3,206 | $205K |
| Hohimer Wealth Management, LLC | 0.04% | New | 3,202 | $205K |
| Landmark Wealth Management, LLC | 0.09% | New | 3,154 | $202K |
| MGB Wealth Management, LLC | 0.07% | Add +221.1% | 3,153 | $202K |
| Simmons Bank | 0.01% | New | 3,152 | $202K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,140 | $201K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 3,129 | $200K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -5.6% | 3,009 | $192K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,000 | $192K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.7% | 2,938 | $188K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -23.8% | 2,770 | $177K |
| Valued Wealth Advisors LLC | 0.09% | Reduce -1.1% | 2,729 | $174K |
| West Branch Capital LLC | 0.05% | Add +0.5% | 2,706 | $173K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -2.6% | 2,694 | $172K |
| Barrett & Company, Inc. | 0.06% | No change | 2,600 | $166K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 2,550 | $163K |
| Wood Tarver Financial Group, LLC | 0.05% | Reduce -13.4% | 2,553 | $163K |
| JFS Wealth Advisors, LLC | 0.01% | Add +394.8% | 2,449 | $157K |
| Ameriflex Group, Inc. | 0.08% | Reduce -64.1% | 2,449 | $155K |
| Bogart Wealth, LLC | 0.01% | Reduce -29.2% | 2,427 | $155K |
| LGT Financial Advisors LLC | 0.38% | Reduce -5.2% | 2,373 | $152K |
| CENTRAL TRUST Co | 0.00% | Add +23.3% | 2,369 | $151K |
| Stone House Investment Management, LLC | 0.03% | Add +0.3% | 2,328 | $149K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $146K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,215 | $142K |
| Lanark Financial, Inc. | 0.01% | Add +4.6% | 2,176 | $139K |
| WPG Advisers, LLC | 0.11% | No change | 2,100 | $134K |
| American Capital Advisory, LLC | 0.07% | Reduce -34.5% | 2,043 | $131K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,967 | $126K |
| Brooklyn Investment Group | 0.02% | New | 1,949 | $125K |
| EPG Wealth Management LLC | 0.04% | Reduce -93.3% | 1,877 | $120K |
| Glassman Wealth Services | 0.02% | No change | 1,876 | $120K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +13.5% | 1,864 | $119K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 1,768 | $113K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,730 | $111K |
| MCF Advisors LLC | 0.01% | Add +3.7% | 1,670 | $107K |
| Wellington Shields & Co., LLC | 0.03% | Reduce -52.9% | 1,664 | $106K |
| Harbor Asset Planning, Inc. | 0.10% | — | 1,657 | $106K |
| Hoey Investments, Inc. | 0.02% | No change | 1,653 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +54933.3% | 1,651 | $106K |
| Eq Wealth Advisors, LLC | 0.07% | No change | 1,625 | $104K |
| Redwood Park Advisors LLC | 0.08% | New | 1,603 | $102K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +198.1% | 1,583 | $101K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -40.9% | 1,468 | $95K |
| Beacon Capital Management, LLC | 0.01% | Add +0.1% | 1,480 | $95K |
| Gleason Group, Inc. | 0.01% | Add +0.6% | 1,470 | $94K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,380 | $88K |
| Carderock Capital Management Inc. | 0.02% | New | 1,350 | $86K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,306 | $84K |
| Versant Capital Management, Inc | 0.01% | Add +0.5% | 1,274 | $81K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $78K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +127.5% | 1,217 | $78K |
| Russell Investments Group, Ltd. | 0.00% | Add +114.6% | 1,204 | $77K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Reduce -3.2% | 1,190 | $76K |
| Ridgewood Investments LLC | 0.03% | No change | 1,182 | $76K |
| FAS Wealth Partners, Inc. | 0.01% | Add +14.5% | 1,167 | $75K |
| Bokf, NA | 0.00% | No change | 1,134 | $73K |
| Park Square Financial Group, LLC | 0.05% | Reduce -9.0% | 1,107 | $71K |
| Heritage Wealth Advisors | 0.00% | No change | 1,104 | $71K |
| West Financial Advisors, LLC | 0.01% | No change | 1,098 | $70K |
| Pineridge Advisors LLC | 0.03% | Reduce -1.1% | 1,094 | $70K |
| Lazard Asset Management LLC | 0.00% | No change | 1,000 | $63K |
| Copia Wealth Management | 0.05% | Reduce -44.6% | 983 | $63K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 977 | $62K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 976 | $62K |
| Bfsg, LLC | 0.01% | No change | 974 | $62K |
| Bulwark Capital Corp | 0.05% | — | 948 | $61K |
| Blue Trust, Inc. | 0.00% | Reduce -5.3% | 942 | $60K |
| Hilltop National Bank | 0.02% | — | 904 | $58K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 899 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $57K |
| Clearstead Advisors, LLC | 0.00% | Add +209.8% | 889 | $57K |
| Community Bank, N.A. | 0.01% | New | 886 | $57K |
| Newton One Investments LLC | 0.02% | No change | 862 | $55K |
| Hollencrest Capital Management | 0.00% | Add +0.6% | 857 | $55K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 850 | $54K |
| Total Investment Management Inc. | 0.01% | New | 846 | $54K |
| Elevate Wealth Advisory, Inc. | 0.04% | Add +166.2% | 820 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -30.3% | 806 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 780 | $50K |
| Family Manage LLC | 0.01% | New | 771 | $49K |
| Access Investment Management LLC | 0.01% | — | 760 | $49K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $48K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $48K |
| Towne Trust Company, N.A | 0.02% | No change | 750 | $48K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -8.7% | 673 | $43K |
| Tompkins Financial Corp. | 0.00% | No change | 668 | $43K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -8.4% | 651 | $42K |
| Hemington Wealth Management | 0.01% | Reduce -23.6% | 611 | $39K |
| Dunhill Financial, LLC | 0.01% | Reduce -35.3% | 599 | $38K |
| Operose Advisors LLC | 0.01% | No change | 563 | $36K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +4.3% | 556 | $36K |
| IAG Wealth Partners, LLC | 0.00% | No change | 549 | $35K |
| Truvestments Capital LLC | 0.01% | No change | 545 | $35K |
| Advantage Trust Co | 0.02% | New | 503 | $32K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $32K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 496 | $32K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 478 | $31K |
| Rialto Wealth Management, LLC | 0.01% | No change | 477 | $31K |
| Nova Wealth Management, Inc. | 0.02% | No change | 465 | $30K |
| Keystone Global Partners, LLC | 0.02% | New | 461 | $30K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 453 | $29K |
| Accredited Wealth Management, LLC | 0.02% | No change | 450 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 447 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | New | 445 | $28K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 440 | $28K |
| Exchange Traded Concepts, LLC | 0.00% | New | 434 | $28K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | No change | 422 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -71.1% | 407 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 411 | $26K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $26K |
| Tucker Asset Management LLC | 0.01% | Reduce -57.3% | 398 | $25K |
| Proathlete Wealth Management LLC | 0.01% | New | 392 | $25K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 385 | $25K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 374 | $24K |
| Rossby Financial, LCC | 0.01% | Add +56.7% | 373 | $24K |
| Scarborough Advisors, LLC | 0.00% | New | 360 | $23K |
| Legacy Investment Solutions, LLC | 0.01% | — | 354 | $23K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 354 | $23K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $20K |
| Keystone Financial Group, Inc. | 0.01% | No change | 305 | $20K |
| Realta Investment Advisors | 0.01% | Add +196.1% | 302 | $19K |
| Avion Wealth | 0.00% | No change | 309 | $19K |
| Angeles Wealth Management, LLC | 0.00% | New | 285 | $18K |
| Boreal Capital Management LLC | 0.02% | — | 282 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 280 | $18K |
| Independence Bank of Kentucky | 0.00% | Reduce -44.5% | 280 | $18K |
| Park Place Capital Corp | 0.00% | New | 258 | $17K |
| Pflug Koory, LLC | 0.01% | No change | 256 | $16K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 252 | $16K |
| Tsfg, LLC | 0.00% | No change | 243 | $16K |
| Whipplewood Advisors, LLC | 0.01% | New | 249 | $16K |
| Front Row Advisors LLC | 0.01% | New | 238 | $15K |
| Costello Asset Management, INC | 0.01% | No change | 234 | $15K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 230 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 212 | $14K |
| Clearstead Trust, LLC | 0.00% | New | 207 | $13K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 206 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -60.5% | 199 | $13K |
| Grove Bank & Trust | 0.00% | No change | 200 | $13K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 180 | $12K |
| Painted Porch Advisors LLC | 0.00% | No change | 175 | $11K |
| Keener Financial Planning LLC | 0.01% | No change | 186 | $11K |
| Sittner & Nelson, LLC | 0.00% | No change | 167 | $11K |
| Abound Wealth Management | 0.00% | No change | 166 | $11K |
| Caldwell Trust Co | 0.00% | No change | 166 | $11K |
| Pacifica Partners Inc. | 0.00% | New | 160 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $10K |
| Transce3nd, LLC | 0.00% | Add +5.1% | 145 | $9K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 142 | $9K |
| Robinswood Financial LLC | 0.00% | Add +0.8% | 135 | $9K |
| Sawyer & Company, Inc | 0.00% | New | 102 | $8K |
| Briaud Financial Planning Inc | 0.00% | New | 121 | $7K |
| BankPlus Trust Department | 0.00% | No change | 94 | $6K |
| Nordwand Advisors, LLC | 0.00% | New | 93 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 87 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 83 | $5K |
| Investment Management Corp. /Va/ | 0.00% | No change | 78 | $5K |
| Kozak & Associates, Inc. | 0.00% | New | 63 | $4K |
| 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% | No change | 53 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 48 | $3K |
| Birchbrook, Inc. | 0.00% | No change | 46 | $3K |
| Providence Capital Advisors, LLC | 0.00% | New | 41 | $3K |
| IMG Wealth Management, Inc. | 0.00% | Add +2.6% | 39 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 37 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 33 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 45 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 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 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -44.8% | 16 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $971 |
| Winch Advisory Services, LLC | 0.00% | New | 15 | $964 |
| 2UniFi Bank | 0.00% | No change | 8 | $512 |
| Garde Capital, Inc. | 0.00% | No change | 2 | $142 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $54 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 8 | $0 |
| Roble, Belko & Company, Inc | 0.00% | Reduce -33.3% | 4 | $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.