iShares Core Dividend GrowthDGROETF
13F holders, Q3 2025 (September 30)1,183holders +21
90new positions
60sold out
4famous investors
$68.04avg. 13F price*
At the end of Q3 2025, 1,183 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 21 from Q2 2025. 90 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($1.3B) and LPL Financial LLC ($1.2B). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $358.1M |
| Exits | 60 | $29.8M |
All 13F filers, Q2 2025 → Q3 2025: 16,222,516 shares bought and 10,712,606 shares sold, net +5,509,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,183 holders
| Morgan Stanley | 0.08% | Add +1.3% | 19,034,322 | $1.3B |
| Bank of America Corp. | 0.10% | Add +1.1% | 18,662,292 | $1.3B |
| LPL Financial LLC | 0.36% | Add +3.2% | 18,167,636 | $1.2B |
| Wealthfront Advisers LLC | 2.13% | Add +0.0% | 13,302,891 | $905.7M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -22.0% | 10,559,997 | $718.9M |
| Raymond James Financial Inc. | 0.23% | Add +4.6% | 10,467,035 | $712.6M |
| Jones Financial Companies LLLP | 0.40% | Add +16.4% | 8,606,166 | $583.1M |
| Capital Investment Advisors, LLC | 9.11% | Add +2.0% | 8,124,381 | $553.1M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -1.6% | 7,598,311 | $517.3M |
| Commonwealth Equity Services, LLC | 0.67% | Reduce -4.5% | 7,555,609 | $514.4M |
| Ameriprise Financial Inc. | 0.11% | Reduce -7.8% | 7,285,333 | $496.1M |
| Royal Bank of Canada | 0.08% | Add +2.2% | 6,560,884 | $446.7M |
| Wells Fargo & Company | 0.09% | Add +1.3% | 6,384,819 | $434.7M |
| FMR LLC | 0.02% | Reduce -1.3% | 5,247,437 | $357.2M |
| Goldman Sachs Group Inc. | 0.05% | Add +8.5% | 5,004,963 | $340.7M |
| HighTower Advisors, LLC | 0.38% | Add +15.7% | 4,961,939 | $337.8M |
| UBS Group AG | 0.06% | Reduce -0.8% | 4,729,931 | $322.0M |
| MML Investors Services, LLC | 0.68% | Reduce -17.4% | 3,743,883 | $254.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.0% | 3,319,402 | $226.0M |
| Vantagepoint Investment Advisers LLC | 1.81% | New | 3,259,156 | $221.9M |
| Truist Financial Corp. | 0.28% | Add +1.0% | 3,025,665 | $206.0M |
| Mariner, LLC | 0.23% | Reduce -6.2% | 2,643,106 | $179.9M |
| Cetera Investment Advisers | 0.20% | Add +14.4% | 2,583,454 | $175.9M |
| Stifel Financial Corp. | 0.16% | Add +3.7% | 2,549,576 | $173.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -0.6% | 2,301,067 | $156.7M |
| BlackRock, Inc. | 0.00% | Reduce -26.2% | 2,031,461 | $138.3M |
| Avior Wealth Management, LLC | 3.89% | Reduce -0.6% | 1,771,788 | $120.6M |
| Osaic Holdings, Inc. | 0.15% | Add +8.1% | 1,611,409 | $108.7M |
| First Command Advisory Services, Inc. | 0.76% | Add +0.4% | 1,530,935 | $104.2M |
| Corient Private Wealth LP | 0.16% | Add +4220.1% | 1,534,236 | $104.2M |
| TD Private Client Wealth LLC | 2.30% | Add +15.0% | 1,502,276 | $102.3M |
| ProVise Management Group, LLC | 6.70% | Add +2.2% | 1,334,864 | $90.9M |
| Strategies Wealth Advisors, LLC | 8.88% | Add +0.8% | 1,253,661 | $85.3M |
| Gratus Wealth Advisors, LLC | 11.83% | Add +1.9% | 1,234,578 | $84.1M |
| Seven Springs Wealth Group, LLC | 19.19% | Add +5.3% | 1,143,955 | $77.9M |
| Ledyard National Bank | 6.91% | Add +0.3% | 1,132,424 | $77.1M |
| Private Advisor Group, LLC | 0.35% | Reduce -14.0% | 1,045,025 | $71.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +3.0% | 1,030,310 | $70.1M |
| Wellington Management Group LLP | 0.01% | New | 968,195 | $65.9M |
| Confluence Wealth Services, Inc. | 3.14% | Add +5.0% | 937,280 | $63.8M |
| Baird Financial Group, Inc. | 0.10% | Reduce -2.0% | 911,472 | $62.1M |
| Beacon Pointe Advisors, LLC | 0.53% | Add +2119.6% | 911,400 | $62.0M |
| Sanctuary Advisors, LLC | 0.35% | Add +0.2% | 893,809 | $60.9M |
| Horizon Investments, LLC | 0.78% | Reduce -14.5% | 875,217 | $59.6M |
| American Trust | 4.76% | Reduce -9.9% | 827,054 | $56.3M |
| First Business Financial Services, Inc. | 5.15% | Reduce -12.1% | 824,026 | $56.1M |
| NewEdge Advisors, LLC | 0.25% | Add +10.4% | 800,996 | $54.5M |
| Stonebridge Financial Group, LLC | 4.67% | Add +0.3% | 778,328 | $53.0M |
| Sigma Planning Corp | 1.46% | Reduce -4.7% | 753,440 | $51.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -32.4% | 743,206 | $50.6M |
| Comerica Bank | 0.18% | Add +16.3% | 720,766 | $49.1M |
| J.W. Cole Advisors, Inc. | 0.92% | Add +0.7% | 703,482 | $47.9M |
| FFT Wealth Management LLC | 8.48% | Add +3.0% | 678,451 | $46.2M |
| Conservest Capital Advisors, Inc. | 4.26% | Add +1.2% | 676,774 | $46.1M |
| Captrust Financial Advisors | 0.09% | Reduce -2.9% | 667,130 | $45.4M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -1.1% | 657,914 | $44.8M |
| Focus Partners Wealth | 0.07% | Reduce -0.0% | 641,683 | $43.7M |
| Madison Wealth Partners, Inc | 8.51% | Add +2.6% | 632,534 | $43.1M |
| Ritter Daniher Financial Advisory LLC / DE | 7.54% | Add +4.1% | 628,850 | $42.8M |
| Hughes Financial Services, LLC | 6.61% | Add +3.1% | 610,197 | $41.5M |
| O'Dell Group, LLC | 8.88% | Add +2.4% | 607,986 | $41.4M |
| Legacy Financial Strategies, LLC | 7.31% | Add +3.7% | 594,516 | $40.5M |
| Oppenheimer & Co. Inc. | 0.49% | Reduce -1.3% | 591,075 | $40.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -5.6% | 581,909 | $39.8M |
| Vaughan David Investments LLC | 0.82% | Add +1.4% | 558,300 | $38.0M |
| Wolff Financial Management LLC | 8.49% | Add +2.9% | 537,352 | $36.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.8% | 529,206 | $36.0M |
| Waverly Advisors, LLC | 0.36% | Add +2.6% | 525,677 | $35.8M |
| Correct Capital Wealth Management | 6.52% | Reduce -19.7% | 520,330 | $35.4M |
| Auto-Owners Insurance Co | 0.90% | No change | 514,500 | $35.0M |
| Dagco, Inc. | 8.74% | Add +2.4% | 510,449 | $34.8M |
| XML Financial, LLC | 2.82% | Add +0.8% | 508,226 | $34.6M |
| Litman Gregory Wealth Management LLC | 2.52% | Add +8.9% | 496,745 | $33.8M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Reduce -50.1% | 491,643 | $33.5M |
| JGP Wealth Management, LLC | 3.69% | Add +4.0% | 487,776 | $33.3M |
| Fifth Third Securities, Inc. | 2.23% | Add +8.0% | 478,855 | $32.6M |
| Stratos Wealth Partners, LTD. | 0.38% | Reduce -7.6% | 470,317 | $32.0M |
| Scott Capital Advisors, LLC | 7.12% | Add +51.2% | 458,988 | $31.4M |
| Equitable Holdings, Inc. | 0.23% | Add +11.3% | 461,792 | $31.4M |
| D'Orazio & Associates, Inc. | 4.06% | Reduce -4.9% | 451,788 | $30.8M |
| Altus Wealth Management, LLC | 13.11% | Add +1.6% | 434,851 | $29.6M |
| Silver Coast Investments LLC | 10.04% | Reduce -2.0% | 429,187 | $29.2M |
| Provident Wealth Management, LLC | 8.57% | Add +0.5% | 416,247 | $28.3M |
| Compass Ion Advisors, LLC | 2.68% | Add +1.3% | 408,972 | $27.8M |
| Capital Analysts, LLC | 0.80% | Reduce -0.1% | 402,716 | $27.4M |
| Creative Planning | 0.02% | Reduce -1.8% | 395,616 | $26.9M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -1.8% | 394,576 | $26.9M |
| Meridian Financial Partners LLC | 10.70% | Add +1.7% | 375,986 | $25.8M |
| Natixis Advisors, LLC | 0.04% | Add +26.0% | 376,701 | $25.6M |
| &partners | 0.16% | Add +9.1% | 372,868 | $25.4M |
| Alliance Wealth Advisors, LLC | 12.59% | Add +1.9% | 370,158 | $25.2M |
| Consilio Wealth Advisors, LLC | 8.10% | Add +0.5% | 362,060 | $24.6M |
| Sweeney & Michel, LLC | 8.20% | Reduce -1.4% | 364,535 | $24.4M |
| Regent Peak Wealth Advisors LLC | 4.85% | — | 355,451 | $24.2M |
| Summit Investment Advisory Services, LLC | 9.61% | Reduce -1.0% | 354,296 | $24.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.89% | Add +5.4% | 338,467 | $23.0M |
| Regions Financial Corp. | 0.14% | Reduce -1.2% | 324,385 | $22.1M |
| Brass Tax Wealth Management, Inc. | 3.63% | Add +46.4% | 320,958 | $21.9M |
| Choreo, LLC | 0.28% | Add +0.3% | 316,513 | $21.5M |
| Vicus Capital | 1.63% | Add +3.0% | 312,881 | $21.3M |
| Allegheny Financial Group | 3.95% | Add +0.3% | 310,868 | $21.2M |
| Robertson Stephens Wealth Management, LLC | 0.64% | Reduce -0.3% | 310,200 | $21.1M |
| Capital Advisors, Ltd. LLC | 2.34% | Add +4.3% | 303,723 | $20.7M |
| DAVENPORT & Co LLC | 0.11% | Add +2.7% | 297,129 | $20.2M |
| HB Wealth Management, LLC | 0.13% | Add +6.3% | 291,513 | $19.8M |
| Integrated Wealth Concepts LLC | 0.18% | Add +1.6% | 288,971 | $19.7M |
| MAI Capital Management | 0.12% | Add +11.6% | 285,905 | $19.5M |
| WealthPlan Investment Management, LLC | 1.29% | Reduce -16.0% | 285,278 | $19.4M |
| Colonial Trust Advisors | 1.46% | Add +7.0% | 279,292 | $19.0M |
| Morton Community Bank | 4.39% | Reduce -1.6% | 278,475 | $19.0M |
| Rooted Wealth Advisors, Inc. | 5.64% | Add +5.1% | 269,918 | $18.5M |
| Prospera Financial Services Inc | 0.31% | Add +10.4% | 270,466 | $18.4M |
| Objectivity Squared, LLC | 10.64% | Add +8.5% | 261,986 | $17.8M |
| Powers Advisory Group, LLC | 7.04% | Add +7.4% | 259,474 | $17.7M |
| EverSource Wealth Advisors, LLC | 0.69% | Add +6.4% | 254,232 | $17.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.96% | Reduce -12.2% | 244,800 | $16.7M |
| Eagle Strategies LLC | 2.21% | Add +2.9% | 242,323 | $16.5M |
| Capital Planning LLC | 4.76% | Reduce -0.9% | 240,089 | $16.3M |
| Mutual Advisors, LLC | 0.36% | Add +4.7% | 238,793 | $16.3M |
| Tandem Wealth Advisors LLC | 7.64% | Reduce -1.2% | 235,901 | $16.1M |
| Ridgecrest Wealth Partners, LLC | 7.26% | Reduce -0.5% | 235,879 | $16.1M |
| Well Done, LLC | 2.72% | Reduce -2.2% | 234,822 | $16.0M |
| Global Retirement Partners, LLC | 0.36% | Add +8.9% | 234,414 | $16.0M |
| WealthPLAN Partners, LLC | 2.37% | Add +1.7% | 232,430 | $15.8M |
| PFS Partners, LLC | 7.41% | Add +0.2% | 228,737 | $15.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.6% | 227,039 | $15.5M |
| Jackson Wealth Management, LLC | 1.54% | Add +2.3% | 226,440 | $15.4M |
| Accel Wealth Management | 4.41% | Add +3.2% | 222,820 | $15.2M |
| Atria Investments, Inc | 0.17% | Reduce -25.9% | 220,488 | $15.0M |
| Apexium Financial, LP | 0.73% | Add +2.8% | 220,390 | $15.0M |
| TBH Global Asset Management, LLC | 2.91% | New | 219,370 | $14.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.5% | 218,467 | $14.9M |
| PSI Advisors, LLC | 3.86% | Add +5.3% | 218,325 | $14.9M |
| Gotham Asset Management | 0.06% | Add +9.7% | 213,452 | $14.5M |
| Verus Capital Partners, LLC | 1.13% | Add +3.9% | 212,601 | $14.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -17.1% | 211,625 | $14.4M |
| KPP Advisory Services LLC | 2.10% | Add +36.5% | 208,104 | $14.2M |
| IFS Advisors, LLC | 8.21% | Add +0.1% | 206,124 | $14.0M |
| Dynamic Advisor Solutions LLC | 0.40% | Reduce -13.6% | 199,965 | $13.6M |
| Beaumont Financial Advisors, LLC | 0.90% | Add +0.8% | 196,845 | $13.4M |
| Cypress Financial Planning LLC | 4.10% | Add +0.4% | 196,008 | $13.3M |
| KOM Wealth Management Group, LLC | 9.86% | Add +0.7% | 191,618 | $13.0M |
| FC Advisory LLC | 3.80% | Add +1.3% | 190,990 | $13.0M |
| Philip James Wealth Mangement, LLC | 1.56% | Reduce -8.4% | 189,246 | $12.9M |
| Meridian Wealth Management, LLC | 0.49% | Reduce -0.1% | 188,840 | $12.9M |
| WealthShield Partners, LLC | 1.44% | Reduce -0.0% | 186,594 | $12.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.00% | Reduce -0.4% | 183,050 | $12.5M |
| Capital Investment Advisory Services, LLC | 0.98% | Add +1.9% | 182,249 | $12.4M |
| Stratos Investment Management, LLC | 0.51% | Reduce -1.5% | 181,905 | $12.4M |
| Journey Advisory Group, LLC | 0.92% | Reduce -0.7% | 181,614 | $12.4M |
| Allworth Financial LP | 0.05% | Add +0.7% | 179,480 | $12.2M |
| Atwater Malick LLC | 3.50% | Add +384.1% | 177,203 | $12.1M |
| Modus Advisors, LLC | 3.26% | Add +1.2% | 175,828 | $12.0M |
| Legacy Financial Advisors, Inc. | 1.64% | Reduce -4.6% | 175,295 | $11.9M |
| Park Avenue Securities LLC | 0.09% | Reduce -49.8% | 174,629 | $11.9M |
| Strategic Wealth Partners, Ltd. | 0.89% | Add +1.0% | 174,276 | $11.9M |
| Premier Path Wealth Partners, LLC | 1.51% | Reduce -0.3% | 172,838 | $11.8M |
| Argent Advisors, Inc. | 3.44% | Add +0.7% | 171,176 | $11.7M |
| SouthState Bank Corp | 0.54% | Add +77.9% | 170,597 | $11.6M |
| Perritt Capital Management Inc | 5.45% | Add +2.2% | 169,068 | $11.5M |
| Princeton Global Asset Management LLC | 1.90% | Reduce -2.8% | 168,271 | $11.5M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +30.5% | 167,764 | $11.4M |
| Wealth Group Ltd | 2.62% | Reduce -30.8% | 166,186 | $11.3M |
| Kingsview Wealth Management, LLC | 0.17% | Add +21.1% | 165,924 | $11.3M |
| Smith Chas P & Associates Pa Cpas | 0.98% | Reduce -41.3% | 165,518 | $11.3M |
| LifeGoal Investments, LLC | 9.33% | Add +3.2% | 165,013 | $11.2M |
| Cornerstone Wealth Management, LLC | 0.62% | Reduce -0.3% | 164,680 | $11.2M |
| FourThought Financial Partners, LLC | 0.98% | Add +6.2% | 163,718 | $11.1M |
| Sterling Manor Financial, LLC | 7.01% | Reduce -11.2% | 163,402 | $11.1M |
| Colonial Trust Co / SC | 1.48% | Add +2.1% | 161,911 | $11.0M |
| Gladstone Institutional Advisory LLC | 0.42% | Add +0.2% | 160,603 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +2.5% | 160,334 | $10.9M |
| Knightsbridge Asset Management, LLC | 1.85% | Reduce -3.8% | 159,498 | $10.9M |
| Custos Family Office, LLC | 6.12% | Reduce -44.1% | 158,985 | $10.8M |
| Flagstar Securities, Inc. | 3.31% | Reduce -25.8% | 158,713 | $10.8M |
| Ieq Capital, LLC | 0.03% | Add +32.4% | 157,409 | $10.7M |
| Shepherd Financial Partners LLC | 1.02% | Reduce -0.9% | 157,259 | $10.7M |
| Fairway Financial, LLC | 8.33% | Add +1.6% | 155,272 | $10.6M |
| TriaGen Wealth Management LLC | 2.75% | Add +8.7% | 154,910 | $10.5M |
| Summit Financial, LLC | 0.16% | New | 154,103 | $10.5M |
| Atlas Private Wealth Advisors | 2.57% | Reduce -54.4% | 153,940 | $10.5M |
| Essex Financial Services, Inc. | 0.63% | Reduce -2.3% | 153,568 | $10.5M |
| Savant Capital, LLC | 0.06% | Reduce -11.0% | 153,186 | $10.4M |
| OneDigital Investment Advisors LLC | 0.11% | Add +0.2% | 151,864 | $10.3M |
| Baker Avenue Asset Management, LP | 0.25% | Add +7.8% | 151,586 | $10.3M |
| Integrated Advisors Network LLC | 0.43% | Reduce -4.5% | 150,842 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.63% | Reduce -7.7% | 150,247 | $10.2M |
| Sound View Wealth Advisors Group, LLC | 0.70% | Reduce -1.5% | 150,071 | $10.2M |
| Buck Wealth Strategies, LLC | 1.39% | Add +11.8% | 148,896 | $10.1M |
| Capital Investment Counsel, LLC | 1.48% | Add +14.3% | 147,203 | $10.0M |
| SOA Wealth Advisors, LLC. | 1.63% | Reduce -5.8% | 147,201 | $10.0M |
| Assetmark, Inc. | 0.02% | Reduce -2.7% | 146,637 | $10.0M |
| Forte Asset Management LLC | 4.71% | Add +13.7% | 143,858 | $9.8M |
| Arkadios Wealth Advisors | 0.24% | Reduce -7.7% | 143,612 | $9.8M |
| Stephens Inc. | 0.12% | Add +14.5% | 142,509 | $9.7M |
| Gallagher Fiduciary Advisors, LLC | 0.35% | Reduce -1.1% | 141,225 | $9.6M |
| Strategic Blueprint, LLC | 0.42% | Reduce -3.1% | 140,034 | $9.5M |
| Prosperity Consulting Group, LLC | 0.47% | Add +4.5% | 139,068 | $9.5M |
| BBR Partners, LLC | 0.54% | Add +0.0% | 137,802 | $9.4M |
| Advisory Services Network, LLC | 0.14% | Add +3.9% | 135,458 | $9.2M |
| Davidson Investment Advisors | 0.39% | Add +10.8% | 133,335 | $9.1M |
| Citigroup Inc. | 0.01% | Add +2.1% | 132,423 | $9.0M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -8.9% | 130,220 | $8.9M |
| Sagespring Wealth Partners, LLC | 0.17% | Reduce -1.2% | 130,928 | $8.9M |
| Valmark Advisers, Inc. | 0.11% | Add +14.8% | 130,104 | $8.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +1.6% | 129,826 | $8.8M |
| Foundations Investment Advisors, LLC | 0.13% | Reduce -2.7% | 128,891 | $8.8M |
| D.A. Davidson & Co. | 0.05% | Add +11.8% | 125,612 | $8.6M |
| Bernard Wealth Management Corp. | 3.56% | Add +1822.5% | 125,098 | $8.5M |
| Crews Bank & Trust | 1.24% | Add +1.9% | 124,558 | $8.5M |
| Aprio Wealth Management, LLC | 0.84% | Add +3.1% | 123,430 | $8.4M |
| Northern Trust Corp. | 0.00% | Add +6.3% | 122,332 | $8.3M |
| HF Advisory Group, LLC | 3.04% | Add +4.5% | 121,683 | $8.3M |
| Meridian Financial Advisors, LLC | 4.63% | Add +2.3% | 120,706 | $8.2M |
| First National Corp. /Ma/ | 1.56% | Add +5.8% | 120,248 | $8.2M |
| Talisman Wealth Advisors LLC | 6.80% | Add +2.8% | 120,590 | $8.2M |
| Yarger Wealth Strategies, LLC | 3.76% | Add +0.7% | 120,484 | $8.2M |
| Crumly & Associates Inc. | 1.76% | Reduce -4.7% | 118,195 | $8.0M |
| Merit Financial Group, LLC | 0.07% | Reduce -1.1% | 118,141 | $8.0M |
| Asset Dedication, LLC | 0.54% | Reduce -0.6% | 117,633 | $8.0M |
| Arkos Global Advisors | 1.02% | Add +0.4% | 117,511 | $8.0M |
| Physician Wealth Advisors, Inc. | 1.13% | Reduce -3.0% | 116,736 | $7.9M |
| Avidian Wealth Enterprises, LLC | 0.30% | Reduce -0.5% | 116,651 | $7.9M |
| Stonebridge Financial Planning Group, LLC | 2.97% | Add +5.7% | 116,277 | $7.9M |
| Coastal Bridge Advisors, LLC | 0.60% | Reduce -0.2% | 116,068 | $7.9M |
| Cresset Asset Management, LLC | 0.03% | Add +26.8% | 116,010 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Reduce -0.5% | 115,745 | $7.9M |
| Sunbelt Securities, Inc. | 0.53% | Add +39.4% | 113,597 | $7.7M |
| Mgo One Seven LLC | 0.18% | Add +13.3% | 112,495 | $7.7M |
| Matisse Capital | 3.45% | Reduce -2.3% | 112,476 | $7.7M |
| Lineweaver Wealth Advisors, LLC | 1.11% | Reduce -1.1% | 111,297 | $7.6M |
| Alhambra Investment Management LLC | 3.59% | Add +0.0% | 111,121 | $7.6M |
| Johnson & White Wealth Management, LLC | 3.45% | Add +3.4% | 110,650 | $7.5M |
| Autumn Glory Partners, LLC | 3.05% | Add +6.5% | 109,098 | $7.4M |
| Integrated Investment Consultants, LLC | 1.26% | Add +2.1% | 109,041 | $7.4M |
| Flagship Wealth Advisors, LLC | 2.43% | Add +18.4% | 108,335 | $7.4M |
| ADG Wealth Management Group, LLC | 5.86% | Add +3.6% | 108,218 | $7.4M |
| Concord Wealth Partners | 1.01% | Reduce -6.6% | 107,420 | $7.3M |
| Quad-Cities Investment Group, LLC | 3.10% | Add +2.2% | 107,005 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +95.6% | 106,600 | $7.3M |
| Fiduciary Alliance LLC | 0.48% | Add +0.3% | 105,444 | $7.2M |
| Hoese & Co LLP | 5.44% | Add +0.7% | 104,577 | $7.1M |
| LGL Partners, LLC | 3.03% | Add +2.8% | 104,569 | $7.1M |
| Hubbell Strickland Wealth Management, LLC | 2.91% | Add +0.2% | 103,935 | $7.1M |
| Twelve Points Wealth Management LLC | 1.76% | Add +116.0% | 103,965 | $7.1M |
| Professional Financial Advisors, LLC | 1.46% | Add +2.2% | 102,185 | $7.0M |
| Connecticut Wealth Management, LLC | 0.31% | Reduce -4.8% | 101,109 | $6.9M |
| Csenge Advisory Group | 0.33% | Add +7.8% | 100,113 | $6.8M |
| AtlasMark Financial, Inc | 4.51% | Add +7.8% | 99,172 | $6.8M |
| Parsons Capital Management Inc. | 0.38% | Add +2.1% | 98,988 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.32% | Reduce -10.0% | 98,734 | $6.7M |
| Renaissance Technologies | 0.01% | Add +502.5% | 97,600 | $6.6M |
| Karpus Management, Inc. | 0.21% | New | 97,006 | $6.6M |
| Cwm, LLC | 0.02% | Add +22.8% | 96,662 | $6.6M |
| US Bancorp \de | 0.01% | Add +5.8% | 94,412 | $6.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -18.3% | 94,087 | $6.4M |
| Royal Fund Management, LLC | 0.77% | Reduce -24.2% | 93,527 | $6.4M |
| Smith, Moore & Co. | 0.48% | Add +2.4% | 91,649 | $6.2M |
| Geneos Wealth Management Inc. | 0.16% | Add +0.9% | 91,579 | $6.2M |
| Principal Securities, Inc. | 0.10% | Add +1.2% | 90,055 | $6.1M |
| Sheets Smith Wealth Management | 0.69% | Add +2.2% | 89,605 | $6.1M |
| Mill Creek Capital Advisors, LLC | 0.13% | Add +0.4% | 89,466 | $6.1M |
| AlphaCore Capital LLC | 0.20% | Add +119.2% | 89,396 | $6.1M |
| Harbour Investments, Inc. | 0.14% | Add +5.9% | 88,198 | $6.0M |
| Larson Financial Group LLC | 0.21% | Add +0.2% | 87,450 | $6.0M |
| Cascade Financial Partners, LLC | 0.67% | Add +1.8% | 86,476 | $5.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -5.1% | 85,991 | $5.9M |
| Leigh Baldwin & Co., LLC | 3.27% | Add +8.5% | 85,270 | $5.8M |
| Cornell Pochily Investment Advisors, Inc. | 1.73% | Add +4.5% | 85,262 | $5.8M |
| Visionary Wealth Advisors | 0.27% | Add +0.7% | 85,011 | $5.8M |
| Tme Financial, Inc. | 4.32% | Add +4.7% | 84,771 | $5.8M |
| Towercrest Capital Management | 0.91% | Add +8.6% | 83,382 | $5.7M |
| Concord Asset Management, LLC | 1.02% | Reduce -27.9% | 82,879 | $5.6M |
| Blair William & Co. | 0.01% | Reduce -1.2% | 82,695 | $5.6M |
| LexAurum Advisors, LLC | 0.80% | Add +9.5% | 82,524 | $5.6M |
| JPL Wealth Management, LLC | 1.32% | Add +0.2% | 81,678 | $5.6M |
| Ameritas Advisory Services, LLC | 0.36% | Add +435.6% | 80,590 | $5.5M |
| Marino, Stram & Associates LLC | 0.98% | Add +7.3% | 80,411 | $5.5M |
| Wela Strategies, Inc. | 2.06% | Reduce -2.9% | 79,604 | $5.4M |
| NewEdge Wealth, LLC | 0.08% | Reduce -12.3% | 79,805 | $5.4M |
| Glen Eagle Advisors, LLC | 0.75% | Add +10.0% | 79,058 | $5.4M |
| Level Four Advisory Services, LLC | 0.18% | Add +2.2% | 78,602 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +17.1% | 78,301 | $5.3M |
| Forbes Financial Planning, Inc. | 3.50% | Add +3.5% | 77,499 | $5.3M |
| Vista Cima Wealth Management LLC | 4.32% | Add +4.3% | 76,229 | $5.2M |
| GAMMA Investing LLC | 0.28% | Add +9.3% | 75,907 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +6.7% | 75,307 | $5.1M |
| Red Tortoise LLC | 2.24% | Add +0.6% | 75,029 | $5.1M |
| Composition Wealth, LLC | 0.08% | Add +193.2% | 74,950 | $5.1M |
| Pinnacle Associates Ltd. | 0.07% | Reduce -1.3% | 74,223 | $5.1M |
| GC Wealth Management RIA, LLC | 0.16% | Add +1073.1% | 73,367 | $5.0M |
| Arete Wealth Advisors, LLC | 0.31% | Add +8.6% | 72,897 | $5.0M |
| Pacific Financial Group Inc. | 3.64% | Reduce -6.8% | 72,150 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.29% | Add +56.7% | 71,575 | $4.9M |
| Stillwater Wealth Management Group | 3.38% | — | 70,946 | $4.8M |
| World Investment Advisors | 0.10% | Reduce -3.9% | 70,677 | $4.8M |
| Smith Thornton Advisors LLC | 2.48% | Add +2.0% | 69,485 | $4.7M |
| Harbor Investment Advisory, LLC | 0.39% | Add +4.0% | 69,477 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.3% | 69,286 | $4.7M |
| IHT Wealth Management, LLC | 0.12% | Reduce -9.0% | 68,580 | $4.7M |
| Tranquility Partners, LLC | 1.57% | Reduce -3.6% | 68,253 | $4.6M |
| DDFG, Inc | 1.07% | Reduce -64.7% | 68,248 | $4.6M |
| NorthRock Partners, LLC | 0.08% | Add +265.9% | 68,210 | $4.6M |
| Thrive Capital Management, LLC | 1.18% | Reduce -4.2% | 67,391 | $4.6M |
| Financial Perspectives, Inc | 1.24% | Add +5.8% | 65,721 | $4.5M |
| Accretive Wealth Partners, LLC | 1.36% | Add +62.0% | 65,665 | $4.5M |
| Samalin Investment Counsel, LLC | 1.55% | Add +4.0% | 65,651 | $4.5M |
| Beacon Bridge Wealth Partners, LLC | 1.57% | Add +4.4% | 64,918 | $4.4M |
| First Foundation Advisors | 0.16% | Add +3.5% | 64,841 | $4.4M |
| Integrity Alliance, Llc. | 0.21% | Add +1.5% | 64,668 | $4.4M |
| Founders Financial Securities LLC | 0.30% | Reduce -17.3% | 64,429 | $4.4M |
| Vantage Financial Partners, LLC | 0.92% | Add +6.2% | 64,428 | $4.4M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Add +1.7% | 63,041 | $4.3M |
| Eq LLC | 1.45% | New | 62,688 | $4.3M |
| Calton & Associates, Inc. | 0.63% | Add +4.5% | 62,122 | $4.2M |
| Family Legacy, Inc. | 1.29% | Reduce -2.2% | 61,984 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -39.1% | 61,729 | $4.2M |
| Diversify Advisory Services, LLC | 0.14% | New | 61,946 | $4.2M |
| RVW Wealth, LLC | 0.32% | Reduce -1.3% | 60,921 | $4.1M |
| CVA Family Office, LLC | 0.53% | Add +65.4% | 60,730 | $4.1M |
| IFP Advisors, Inc | 0.11% | Add +4.1% | 60,509 | $4.1M |
| Goldstone Financial Group, LLC | 0.48% | Add +22.6% | 59,837 | $4.1M |
| WBH Advisory Inc. | 0.31% | Reduce -42.0% | 59,816 | $4.1M |
| Guidance Capital, Inc. | 1.06% | Add +15.0% | 59,113 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +483.7% | 59,166 | $4.0M |
| Verdence Capital Advisors LLC | 0.23% | Add +8.8% | 57,846 | $4.0M |
| CENTRAL TRUST Co | 0.08% | Add +2376.9% | 58,678 | $4.0M |
| Innovative Wealth Building LLC | 3.11% | Reduce -10.3% | 58,580 | $4.0M |
| Measured Wealth Private Client Group, LLC | 1.06% | No change | 57,981 | $3.9M |
| Beacon Financial Advisory LLC | 0.91% | Add +3.6% | 57,761 | $3.9M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 56,275 | $3.8M |
| Cambridge Financial Group, LLC | 1.23% | Add +17.3% | 56,070 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.26% | Add +1.4% | 55,277 | $3.8M |
| Benjamin Edwards Inc. | 0.04% | Add +10.0% | 54,293 | $3.7M |
| Howe & Rusling Inc. | 0.25% | Reduce -1.7% | 53,785 | $3.7M |
| Lantern Wealth Advisors, LLC | 1.92% | Reduce -3.2% | 53,760 | $3.7M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -1.1% | 53,072 | $3.7M |
| Hilltop Holdings Inc. | 0.19% | Add +43.8% | 52,930 | $3.6M |
| Intellus Advisors LLC | 0.49% | Add +0.0% | 52,907 | $3.6M |
| Guidance Point Advisors, LLC | 0.89% | Reduce -0.2% | 52,688 | $3.6M |
| Creative Financial Designs Inc. | 0.24% | Add +9.0% | 52,670 | $3.6M |
| Milestone Asset Management Group, LLC | 2.25% | Add +0.5% | 52,500 | $3.6M |
| RFG Advisory, LLC | 0.07% | Reduce -15.8% | 52,225 | $3.6M |
| Prism Advisors, Inc. | 0.96% | No change | 52,003 | $3.5M |
| Ring Mountain Capital, LLC | 1.96% | Reduce -0.3% | 51,926 | $3.5M |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 51,753 | $3.5M |
| Fermata Advisors, LLC | 0.88% | Reduce -5.9% | 51,004 | $3.5M |
| Riverbend Wealth Management, LLC | 2.42% | Reduce -1.4% | 50,843 | $3.5M |
| Keystone Financial Group | 0.26% | Add +0.1% | 50,757 | $3.5M |
| Houlihan Financial Resource Group, Ltd. | 3.02% | Reduce -52.8% | 50,556 | $3.4M |
| Bank of Montreal | 0.00% | Add +4.1% | 50,357 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +7.3% | 50,328 | $3.4M |
| SevenBridge Financial Group, LLC | 0.55% | Add +25.9% | 48,645 | $3.4M |
| Norway Savings Bank | 1.57% | Add +8.4% | 47,659 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +28.3% | 47,481 | $3.2M |
| Weaver Consulting Group | 0.82% | No change | 47,413 | $3.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.73% | No change | 47,114 | $3.2M |
| Western Wealth Management, LLC | 0.17% | Add +8.2% | 46,926 | $3.2M |
| Onyx Bridge Wealth Group LLC | 0.34% | New | 46,553 | $3.2M |
| MBE Wealth Management, LLC | 1.37% | Reduce -7.0% | 46,362 | $3.2M |
| JB Capital LLC | 0.14% | Add +20.5% | 46,029 | $3.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +58.3% | 45,767 | $3.1M |
| Independent Financial Group, LLC | 0.07% | Add +1.4% | 45,650 | $3.1M |
| Oak Asset Management, LLC | 1.06% | Add +1.6% | 45,597 | $3.1M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -0.3% | 44,322 | $3.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +76.9% | 44,036 | $3.0M |
| Endowment Wealth Management, Inc. | 1.36% | Add +11.8% | 43,953 | $3.0M |
| Perennial Investment Advisors, LLC | 0.25% | Add +6.8% | 43,577 | $3.0M |
| Synovus Financial Corp. | 0.03% | Reduce -2.9% | 43,225 | $2.9M |
| Echo Wealth Management, LLC | 1.72% | Add +1.3% | 43,200 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +13.8% | 43,189 | $2.9M |
| FSC Wealth Advisors, LLC | 1.70% | No change | 43,173 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -1.6% | 41,978 | $2.9M |
| Brown Brothers Harriman & Co. | 0.02% | Add +11.3% | 41,942 | $2.9M |
| VestGen Advisors, LLC | 0.10% | Add +145.1% | 41,879 | $2.9M |
| Spirepoint Private Client, LLC | 0.30% | Add +1.4% | 41,671 | $2.8M |
| MFA Wealth Services | 1.94% | Reduce -2.0% | 41,234 | $2.8M |
| 180 Wealth Advisors, LLC | 0.34% | Reduce -6.4% | 41,027 | $2.8M |
| Capital International Investors | 0.00% | Add +64.2% | 40,962 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Reduce -27.7% | 40,930 | $2.8M |
| Winthrop Advisory Group LLC | 0.24% | Add +0.9% | 40,575 | $2.8M |
| Tennessee Valley Asset Management Partners | 0.37% | New | 40,350 | $2.7M |
| APS Management Group, Inc. | 2.43% | — | 40,320 | $2.7M |
| Hazlett, Burt & Watson, Inc. | 0.97% | Add +0.1% | 40,187 | $2.7M |
| GSG Advisors LLC | 0.71% | Add +0.3% | 39,532 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +42.6% | 39,147 | $2.7M |
| KCM Investment Advisors LLC | 0.09% | Reduce -1.5% | 38,992 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +2.0% | 38,961 | $2.7M |
| Smartleaf Asset Management LLC | 0.16% | Add +16.9% | 39,126 | $2.6M |
| Red Crane Wealth Management, LLC | 2.23% | Add +7.1% | 38,773 | $2.6M |
| Summit Wealth Partners, LLC | 0.48% | Add +0.5% | 38,664 | $2.6M |
| Bonfire Financial | 2.01% | Reduce -0.2% | 38,412 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Add +5.0% | 37,728 | $2.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.41% | Reduce -0.5% | 37,294 | $2.6M |
| Forza Wealth Management, LLC | 0.98% | Add +1.1% | 37,693 | $2.6M |
| 4J Wealth Management LLC | 1.50% | Reduce -3.3% | 37,512 | $2.6M |
| Old Mission Investment Co LLC | 0.61% | Reduce -5.6% | 36,851 | $2.5M |
| Probity Advisors, Inc. | 0.41% | Add +30.5% | 36,793 | $2.5M |
| Gries Financial LLC | 0.39% | No change | 36,511 | $2.5M |
| OMNI 360 Wealth, Inc. | 1.39% | Add +1.6% | 36,508 | $2.5M |
| Centerpoint Advisory Group | 1.86% | Reduce -2.9% | 35,176 | $2.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +7.5% | 35,144 | $2.4M |
| Flavin Financial Services, Inc. | 1.69% | Add +74.5% | 34,984 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +2.4% | 34,940 | $2.4M |
| Bailard, Inc. | 0.05% | Reduce -0.0% | 34,497 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.3% | 34,324 | $2.3M |
| Southland Equity Partners LLC | 0.47% | Reduce -0.6% | 34,321 | $2.3M |
| Financial Insights, Inc. | 0.77% | Add +0.0% | 34,153 | $2.3M |
| Objective Capital Management, LLC | 2.37% | Add +0.6% | 33,581 | $2.3M |
| Westfuller Advisors, LLC | 1.03% | Add +0.6% | 33,332 | $2.3M |
| Sterling Investment Counsel, LLC | 0.73% | Add +360.7% | 33,238 | $2.3M |
| Advisory Alpha, LLC | 0.06% | Add +0.4% | 33,096 | $2.3M |
| Carr Financial Group Corp | 0.62% | Add +25.1% | 32,997 | $2.2M |
| TD Capital Management LLC | 0.20% | Reduce -1.1% | 32,787 | $2.2M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -11.7% | 32,442 | $2.2M |
| AE Wealth Management LLC | 0.01% | Reduce -2.1% | 32,349 | $2.2M |
| Retirement Planning Group, LLC | 0.08% | New | 32,292 | $2.2M |
| CoreCap Advisors, LLC | 0.08% | Add +2.8% | 32,053 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -79.0% | 31,971 | $2.2M |
| Curated Wealth Partners LLC | 0.26% | No change | 31,920 | $2.2M |
| Counterweight Ventures, LLC | 1.25% | Reduce -1.6% | 31,339 | $2.1M |
| Sowa Financial Group, Inc. | 1.18% | Reduce -2.6% | 30,980 | $2.1M |
| Sterling Wealth Advisors Inc | 1.34% | No change | 30,897 | $2.1M |
| Harbor Advisory Corp. | 0.62% | Reduce -8.3% | 30,735 | $2.1M |
| Invst, LLC | 0.24% | Reduce -38.9% | 30,589 | $2.1M |
| Post Resch Tallon Group Inc. | 1.84% | Add +0.5% | 30,447 | $2.1M |
| Gallacher Capital Management LLC | 0.82% | Add +8.0% | 30,390 | $2.1M |
| MidAtlantic Capital Management, Inc. | 1.40% | Add +0.0% | 30,139 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -0.1% | 29,902 | $2.0M |
| Gunma Bank,Ltd. | 0.63% | Reduce -62.8% | 29,778 | $2.0M |
| Scotia Capital Inc. | 0.01% | Reduce -0.8% | 29,715 | $2.0M |
| Williams & Novak, LLC | 1.55% | Reduce -2.0% | 29,522 | $2.0M |
| Wedmont Private Capital | 0.07% | Add +18.4% | 29,345 | $2.0M |
| Centurion Wealth Management LLC | 0.46% | Reduce -2.3% | 29,411 | $2.0M |
| Ruggaard & Associates LLC | 0.75% | Add +2.9% | 29,306 | $2.0M |
| Sound Stewardship, LLC | 0.96% | Reduce -8.1% | 29,292 | $2.0M |
| LMCG Investments, LLC | 0.12% | Add +6.9% | 29,215 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +1.4% | 29,148 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +29.0% | 29,006 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Add +362.1% | 28,999 | $2.0M |
| Rodgers & Associates, LTD | 0.20% | Reduce -0.5% | 28,719 | $2.0M |
| Northside Capital Management, LLC | 0.18% | Reduce 0.0% | 28,700 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.27% | Add +14.0% | 28,671 | $2.0M |
| Gouws Capital LLC | 1.06% | Add +1.7% | 28,320 | $1.9M |
| Money Concepts Capital Corp. | 0.12% | Reduce -25.1% | 28,318 | $1.9M |
| Quest 10 Wealth Builders, Inc. | 1.73% | Reduce -4.3% | 27,627 | $1.9M |
| Spire Wealth Management | 0.06% | Add +10.6% | 27,253 | $1.9M |
| Drive Wealth Management, LLC | 0.39% | Reduce -17.0% | 27,244 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -0.8% | 27,194 | $1.9M |
| Crewe Advisors LLC | 0.18% | Add +2.2% | 27,134 | $1.8M |
| Islay Capital Management, LLC | 1.07% | Add +5.7% | 27,083 | $1.8M |
| Alliance Wealth Management Group | 0.40% | Add +34.0% | 26,623 | $1.8M |
| Beckerman Institutional, LLC | 1.07% | Reduce -0.2% | 26,595 | $1.8M |
| Whalerock Point Partners, LLC | 0.37% | Add +0.9% | 26,531 | $1.8M |
| StoneX Group Inc. | 0.08% | Reduce -2.6% | 26,497 | $1.8M |
| Sightline Wealth Advisors, LLC | 0.81% | Add +4.5% | 26,467 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.7% | 26,372 | $1.8M |
| Certified Advisory Corp | 0.17% | Reduce -3.0% | 26,318 | $1.8M |
| Insight Advisors, LLC/ PA | 0.27% | Add +1.0% | 26,184 | $1.8M |
| First Bancorp, Inc | 0.95% | Add +15.5% | 26,165 | $1.8M |
| Anchor Investment Management, LLC | 0.15% | Reduce -0.5% | 25,962 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.48% | Reduce -21.7% | 25,774 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.65% | Reduce -4.8% | 25,765 | $1.8M |
| Mendel Money Management | 0.74% | Reduce -3.2% | 25,707 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | No change | 25,675 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.60% | Add +2.0% | 25,672 | $1.7M |
| AQR Capital Management | 0.00% | Add +24.2% | 25,572 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +6.4% | 25,264 | $1.7M |
| NFSG Corp | 0.25% | Reduce -1.6% | 25,023 | $1.7M |
| Consolidated Portfolio Review Corp | 0.21% | Reduce -3.3% | 25,023 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.1% | 24,871 | $1.7M |
| Bouvel Investment Partners, LLC | 0.51% | Reduce -3.1% | 24,623 | $1.7M |
| Optimum Investment Advisors | 0.66% | Reduce -0.6% | 24,600 | $1.7M |
| Grey Ledge Advisors, LLC | 0.38% | Reduce -2.3% | 24,558 | $1.7M |
| Norden Group LLC | 0.17% | No change | 24,263 | $1.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.28% | Add +1.0% | 24,143 | $1.6M |
| Nottingham Advisors, Inc. | 0.23% | No change | 24,121 | $1.6M |
| Allium Financial Advisors, LLC | 1.36% | No change | 24,099 | $1.6M |
| Clear Creek Financial Management, LLC | 0.14% | Add +0.3% | 23,951 | $1.6M |
| McLean Asset Management Corp | 0.33% | Add +0.1% | 23,656 | $1.6M |
| Biondo Investment Advisors, LLC | 0.20% | Reduce -0.6% | 23,793 | $1.6M |
| Roman Butler Fullerton & Co. | 0.43% | Add +1.8% | 23,562 | $1.6M |
| Kapstone Financial Advisors LLC | 0.76% | Reduce -0.1% | 23,612 | $1.6M |
| PFG Advisors | 0.07% | Add +6.7% | 23,588 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 23,478 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +5.5% | 23,373 | $1.6M |
| Rovin Capital /Ut/ | 0.44% | Add +9.6% | 23,194 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -1.6% | 23,167 | $1.6M |
| First Heartland Consultants, Inc. | 0.13% | Add +1.8% | 23,110 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Reduce -42.6% | 23,013 | $1.6M |
| Fiduciary Group, LLC | 0.14% | Reduce -1.9% | 22,780 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.50% | Reduce -1.1% | 22,746 | $1.5M |
| Vise Technologies, Inc. | 0.06% | Add +28.3% | 22,355 | $1.5M |
| Investment Partners, LTD. | 0.54% | Add +0.1% | 22,332 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.19% | Reduce -4.7% | 22,232 | $1.5M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.5% | 22,010 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -19.9% | 21,758 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.6% | 21,708 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +1.9% | 21,608 | $1.5M |
| CRA Financial Services, LLC | 0.20% | Add +4.5% | 21,185 | $1.4M |
| Brio Consultants, LLC | 0.20% | Reduce -13.6% | 21,154 | $1.4M |
| Eastern Bank | 0.03% | Reduce -19.4% | 21,020 | $1.4M |
| Occidental Asset Management, LLC | 0.18% | No change | 20,966 | $1.4M |
| Elite Financial, Inc. | 0.65% | Reduce -8.8% | 20,856 | $1.4M |
| Ellis Investment Partners, LLC | 0.25% | Reduce -6.6% | 20,619 | $1.4M |
| Uptick Partners, LLC | 0.37% | Reduce -2.8% | 20,586 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 20,576 | $1.4M |
| Strategic Financial Concepts, LLC | 0.20% | Reduce -23.2% | 20,037 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.36% | Reduce -24.6% | 20,258 | $1.4M |
| Ranch Capital Advisors Inc. | 0.54% | Add +0.8% | 20,354 | $1.4M |
| Icon Wealth Advisors, LLC | 0.09% | Add +14.0% | 19,859 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | New | 19,848 | $1.4M |
| Opulen Financial Group LLC | 1.02% | Reduce -0.1% | 19,743 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.45% | Add +1.2% | 19,684 | $1.3M |
| Magnus Financial Group LLC | 0.11% | Reduce -37.7% | 19,644 | $1.3M |
| Kirtland Hills Capital Management, LLC | 0.53% | Add +8.9% | 19,607 | $1.3M |
| HRT Financial LP | 0.00% | New | 19,583 | $1.3M |
| Titleist Asset Management, LLC | 0.12% | Add +0.0% | 19,562 | $1.3M |
| Sound Financial Strategies Group, LLC | 0.97% | Reduce -2.9% | 19,473 | $1.3M |
| Beacon Financial Planning, Inc. | 0.69% | Add +8.1% | 19,468 | $1.3M |
| NCM Capital Management, LLC | 0.51% | Reduce -0.5% | 19,260 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +0.6% | 19,209 | $1.3M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 19,127 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.20% | Reduce -0.9% | 19,049 | $1.3M |
| Essex Bank | 0.29% | No change | 18,821 | $1.3M |
| Element Pointe Advisors, LLC | 0.27% | Reduce -28.9% | 18,811 | $1.3M |
| Decker Retirement Planning Inc. | 0.70% | Reduce -6.2% | 18,759 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +6.4% | 18,699 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.15% | Add +1.6% | 18,673 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -2.7% | 18,560 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +10.7% | 18,472 | $1.3M |
| Sequent Planning LLC | 0.35% | Reduce -2.7% | 18,303 | $1.2M |
| Valley National Advisers Inc. | 0.19% | Add +3.1% | 18,313 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.22% | Reduce -1.8% | 18,147 | $1.2M |
| Wells Financial Advisors INC | 1.65% | Reduce -11.3% | 18,061 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.5% | 18,020 | $1.2M |
| Ehrlich Financial Group | 0.73% | Reduce -5.0% | 18,006 | $1.2M |
| Nwam LLC | 0.07% | Reduce -28.0% | 17,828 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +14.3% | 17,859 | $1.2M |
| First National Trust Co | 0.04% | Reduce -4.9% | 17,774 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +0.0% | 17,564 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | Add +3.8% | 17,546 | $1.2M |
| Pasadena Private Wealth, LLC | 0.17% | Reduce -2.1% | 17,391 | $1.2M |
| Balentine LLC | 0.04% | No change | 17,341 | $1.2M |
| Watts Gwilliam & Co., LLC | 0.19% | Add +0.1% | 17,236 | $1.2M |
| Signal Advisors Wealth, LLC | 0.11% | Add +74.2% | 17,110 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | Add +2.5% | 16,881 | $1.1M |
| Freestate Advisors LLC | 0.96% | Add +0.3% | 16,804 | $1.1M |
| Mosaic Financial Group, LLC | 0.81% | Add +0.1% | 16,682 | $1.1M |
| Avantra Family Wealth, Inc. | 0.84% | Add +66.4% | 16,573 | $1.1M |
| CGC Financial Services, LLC | 0.31% | No change | 16,565 | $1.1M |
| Ipsen Advisor Group LLC | 0.81% | Reduce -1.1% | 16,556 | $1.1M |
| Alteri Wealth LLC | 0.39% | Add +5.0% | 16,538 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -6.3% | 16,361 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.12% | Add +5.0% | 16,353 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +10.8% | 16,236 | $1.1M |
| Paladin Advisory Group, LLC | 0.86% | No change | 16,168 | $1.1M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -16.3% | 16,112 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -8.5% | 16,084 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -5.9% | 15,940 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -2.3% | 15,813 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -8.2% | 15,675 | $1.1M |
| IPG Investment Advisors LLC | 0.19% | No change | 15,575 | $1.1M |
| Sovran Advisors, LLC | 0.09% | Reduce -0.2% | 15,425 | $1.1M |
| Crowley Wealth Management, Inc. | 0.83% | Add +7.3% | 15,278 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.19% | Add +12.1% | 15,267 | $1.0M |
| Commonwealth Financial Services, LLC | 0.18% | Reduce -9.3% | 15,260 | $1.0M |
| Brandywine Oak Private Wealth LLC | 0.09% | Reduce -1.1% | 15,224 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -5.5% | 15,131 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +0.0% | 15,106 | $1.0M |
| LBMC Investment Advisors, LLC | 0.07% | New | 15,000 | $1.0M |
| Legacy Trust | 0.20% | No change | 14,992 | $1.0M |
| Opal Wealth Advisors, LLC | 0.28% | Add +0.0% | 14,929 | $1.0M |
| Herold Advisors, Inc. | 0.23% | Reduce -77.0% | 14,843 | $1.0M |
| Claro Advisors Inc. | 0.15% | Reduce -22.4% | 14,829 | $1.0M |
| Human Investing LLC | 0.15% | No change | 14,807 | $1.0M |
| Modern Wealth Management, LLC | 0.02% | Add +0.4% | 14,771 | $1.0M |
| Venture Visionary Partners LLC | 0.03% | Add +9.3% | 14,748 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 14,621 | $995K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.0% | 14,602 | $994K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -0.5% | 14,598 | $994K |
| Freestone Capital Holdings, LLC | 0.03% | Add +2.5% | 14,544 | $990K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -2.8% | 14,437 | $983K |
| Stokes Family Office, LLC | 0.09% | No change | 14,354 | $977K |
| Krilogy Financial LLC | 0.04% | New | 14,381 | $974K |
| Fairvoy Private Wealth, LLC | 0.22% | Add +0.0% | 14,184 | $966K |
| WealthCare Investment Partners, LLC | 0.31% | Add +0.2% | 14,058 | $961K |
| Resonant Capital Advisors, LLC | 0.06% | New | 13,858 | $943K |
| Haverford Trust Co | 0.01% | Reduce -44.9% | 13,815 | $941K |
| Main Street Financial Solutions, LLC | 0.06% | Add +12.8% | 13,752 | $936K |
| Advance Capital Management, Inc. | 0.04% | Add +52.0% | 13,744 | $936K |
| Investment Advisory Group, LLC | 0.25% | Add +0.2% | 13,728 | $935K |
| Pinnacle Bancorp, Inc. | 0.27% | Add +0.0% | 13,637 | $928K |
| Cascades Capital Asset Management, LLC | 0.41% | Add +8.4% | 13,569 | $924K |
| Warner Financial, Inc. | 0.34% | No change | 13,552 | $923K |
| Tranquilli Financial Advisor LLC | 0.54% | Reduce -13.5% | 13,537 | $922K |
| Delos Wealth Advisors, LLC | 0.62% | No change | 13,473 | $917K |
| MWA Asset Management | 0.50% | Reduce -2.1% | 13,405 | $913K |
| Triad Wealth Partners, LLC | 0.12% | New | 13,375 | $911K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -8.3% | 13,308 | $906K |
| Acorn Financial Advisory Services Inc. | 0.14% | Reduce -3.3% | 13,278 | $904K |
| Brasada Capital Management, LP | 0.15% | Reduce -1.1% | 13,238 | $903K |
| Aspiriant, LLC | 0.03% | Reduce -1.7% | 13,238 | $901K |
| River Wealth Advisors LLC | 0.11% | Add +63.0% | 13,202 | $899K |
| Centaurus Financial, Inc. | 0.04% | Add +1.0% | 13,145 | $895K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.1% | 13,145 | $895K |
| PCA Investment Advisory Services Inc. | 0.33% | Add +0.1% | 13,007 | $886K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +0.4% | 13,013 | $885K |
| ARS Investment Partners, LLC | 0.06% | Add +7.5% | 12,976 | $883K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.4% | 12,761 | $869K |
| Ascentis Wealth Management, LLC | 0.21% | Add +14.3% | 12,711 | $865K |
| Smithfield Trust Co | 0.04% | Reduce -0.0% | 12,719 | $865K |
| International Assets Investment Management, LLC | 0.07% | No change | 13,322 | $863K |
| 360 Financial, Inc. | 0.28% | Reduce -35.6% | 12,656 | $862K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +27.8% | 12,729 | $861K |
| Focus Financial Network, Inc. | 0.03% | Reduce -5.0% | 12,600 | $858K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +3.3% | 12,584 | $857K |
| Roxbury Financial LLC | 0.79% | Reduce -2.1% | 12,498 | $851K |
| Zhang Financial LLC | 0.03% | Reduce -24.5% | 12,457 | $848K |
| ORG Partners LLC | 0.16% | Reduce -7.2% | 12,392 | $844K |
| Investment Partners Asset Management, Inc. | 0.55% | Add +9.3% | 12,329 | $839K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.3% | 12,303 | $838K |
| Ancora Advisors LLC | 0.02% | Add +28.2% | 12,181 | $829K |
| EFG Asset Management (Americas) Corp. | 0.14% | Add +0.7% | 12,126 | $826K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Add +0.0% | 12,115 | $825K |
| Keybank National Association | 0.00% | Add +49.4% | 12,103 | $824K |
| Merkkuri Wealth Advisors LLC | 0.60% | Reduce -54.1% | 12,084 | $823K |
| Element Wealth, LLC | 0.36% | Reduce -1.5% | 12,077 | $822K |
| Insight Wealth Strategies, LLC | 0.10% | Add +0.2% | 11,957 | $814K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -0.1% | 11,950 | $814K |
| Flagship Private Wealth, LLC | 0.32% | Add +0.0% | 11,817 | $804K |
| Evernest Financial Advisors, LLC | 0.23% | No change | 11,797 | $803K |
| Ellenbecker Investment Group | 0.12% | Reduce -1.4% | 11,750 | $800K |
| Root Financial Partners, LLC | 0.05% | Add +224.5% | 11,733 | $799K |
| Wealth Management Associates, Inc. | 0.28% | Add +1.5% | 11,710 | $797K |
| Advocacy Wealth Management, LLC | 0.03% | New | 11,664 | $794K |
| Chilton Investment Co. Inc. | 0.02% | No change | 11,654 | $793K |
| LongView Wealth Management | 0.21% | Add +58.3% | 11,652 | $793K |
| Dana Investment Advisors, Inc. | 0.02% | Add +18.1% | 11,635 | $792K |
| Compass Financial Services Inc | 0.35% | Add +3.1% | 11,580 | $788K |
| Fifth Third Bancorp | 0.00% | Reduce -6.7% | 11,579 | $788K |
| American State Bank (Iowa) | 0.40% | Add +0.7% | 11,520 | $784K |
| LifePlan Financial, LLC | 0.62% | Reduce -5.3% | 11,519 | $784K |
| Montis Financial, LLC | 0.18% | Reduce -22.5% | 11,472 | $781K |
| Olde Wealth Management, LLC | 0.24% | — | 11,374 | $774K |
| Aspen Wealth Management LLC | 0.17% | Add +0.6% | 11,334 | $772K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.6% | 11,314 | $770K |
| Gilbert Capital Group, Inc. | 0.59% | Reduce -2.9% | 11,293 | $769K |
| Nicolet Advisory Services, LLC | 0.06% | Add +0.0% | 11,181 | $766K |
| Tiaa Trust, National Association | 0.00% | Add +36.4% | 11,203 | $763K |
| Apeiron RIA LLC | 0.17% | Reduce -0.8% | 11,262 | $761K |
| Midwest Trust Co | 0.01% | Reduce -38.5% | 11,125 | $757K |
| PKS Advisory Services, LLC | 0.18% | Add +6.3% | 11,119 | $757K |
| Soltis Investment Advisors LLC | 0.05% | Add +75.1% | 10,992 | $748K |
| Principle Wealth Partners LLC | 0.04% | Reduce -2.5% | 10,868 | $740K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -0.0% | 10,852 | $739K |
| Novem Group | 0.09% | Reduce -1.3% | 10,708 | $729K |
| Fort Sheridan Advisors LLC | 0.10% | Add +4.5% | 10,682 | $727K |
| MSH Capital Advisors LLC | 0.19% | Add +3.1% | 10,651 | $725K |
| Round Rock Advisors LLC | 0.11% | Add +5.2% | 10,643 | $725K |
| Regal Investment Advisors LLC | 0.05% | Reduce -56.9% | 10,570 | $720K |
| AssuredPartners Investment Advisors, LLC | 0.16% | New | 10,490 | $714K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 10,561 | $714K |
| HBW Advisory Services LLC | 0.08% | Reduce -68.7% | 10,456 | $712K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -21.1% | 10,437 | $711K |
| Albion Financial Group | 0.04% | No change | 10,373 | $706K |
| PFG Investments, LLC | 0.04% | Add +1.5% | 10,320 | $703K |
| Beacon Harbor Wealth Advisors, Inc. | 0.16% | Reduce -2.8% | 10,299 | $701K |
| Rik Saylor Financial, Inc. | 0.51% | Reduce -0.5% | 10,284 | $700K |
| Modera Wealth Management, LLC | 0.01% | No change | 10,264 | $699K |
| Horizon Investment Services, LLC | 0.26% | Reduce -1.5% | 10,261 | $699K |
| Biltmore Family Office, LLC | 0.10% | No change | 10,247 | $698K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -4.7% | 10,113 | $688K |
| West Wealth Group, LLC | 0.16% | Reduce -9.3% | 10,091 | $688K |
| Cornerstone Wealth Group, LLC | 0.05% | No change | 10,097 | $687K |
| RFG - Bristol Wealth Advisors, LLC | 0.20% | Reduce -56.3% | 10,096 | $687K |
| Carnegie Investment Counsel | 0.01% | Reduce -9.2% | 10,029 | $683K |
| Ignite Planners, LLC | 0.11% | Add +4.2% | 10,029 | $683K |
| Coldstream Capital Management Inc. | 0.01% | Add +122.1% | 10,009 | $681K |
| Caprock Group, LLC | 0.02% | — | 10,133 | $678K |
| SigFig Wealth Management, LLC | 0.02% | Add +0.9% | 9,973 | $675K |
| Latitude Advisors, LLC | 0.31% | Reduce -1.8% | 9,865 | $672K |
| Allen Capital Group, LLC | 0.06% | No change | 9,810 | $668K |
| Redwood Financial Network Corp | 0.42% | Reduce -3.6% | 9,758 | $664K |
| Comprehensive Financial Planning, Inc. | 0.45% | Reduce -4.1% | 9,735 | $663K |
| W Advisors, LLC | 0.35% | No change | 9,697 | $660K |
| Veracity Capital LLC | 0.21% | Reduce -11.8% | 9,682 | $659K |
| Simplicity Wealth,LLC | 0.04% | Reduce -61.3% | 9,549 | $650K |
| Lincoln Capital LLC | 0.12% | Reduce -5.6% | 9,339 | $640K |
| Silverlake Wealth Management LLC | 0.16% | Reduce -47.3% | 9,405 | $640K |
| HUB Investment Partners, LLC | 0.02% | Add +2.3% | 9,376 | $638K |
| Commerce Bank | 0.00% | Reduce -3.1% | 9,349 | $636K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -2.8% | 9,345 | $636K |
| Clarus Wealth Advisors | 0.28% | Add +2.9% | 9,251 | $634K |
| Michels Family Financial, LLC | 0.49% | Reduce -0.6% | 9,257 | $630K |
| Investment Research Partners LLC | 0.28% | — | 9,210 | $629K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 9,237 | $629K |
| Liberty Wealth Management LLC | 0.09% | Add +69.7% | 9,211 | $627K |
| Darden Wealth Group Inc | 0.33% | Reduce -31.9% | 9,200 | $626K |
| ONE Advisory Partners, LLC | 0.19% | Reduce -1.3% | 9,244 | $625K |
| HM Payson & Co. | 0.01% | No change | 9,127 | $621K |
| Arrowroot Family Office, LLC | 0.25% | Add +29.3% | 9,082 | $618K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -2.3% | 9,081 | $618K |
| Prepared Retirement Institute LLC | 0.32% | Reduce -60.9% | 8,982 | $611K |
| Rehmann Capital Advisory Group | 0.03% | Add +20.0% | 8,964 | $610K |
| Kraft, Davis & Associates, LLC | 0.15% | Reduce -7.9% | 8,886 | $609K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 8,884 | $605K |
| Glenview Trust Co | 0.01% | Reduce -6.7% | 8,879 | $604K |
| Wealth Effects LLC | 0.19% | Add +2.5% | 8,736 | $595K |
| Alterna Wealth Management, Inc. | 0.48% | Reduce -14.6% | 8,645 | $589K |
| Citadel Advisors | 0.00% | New | 8,594 | $585K |
| RDA Financial Network | 0.14% | Reduce -41.8% | 8,521 | $580K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Reduce -9.6% | 8,489 | $578K |
| McAdam, LLC | 0.03% | Add +1.0% | 8,402 | $572K |
| HBK Sorce Advisory LLC | 0.01% | Add +7.7% | 8,370 | $570K |
| Sowell Financial Services LLC | 0.02% | Reduce -17.5% | 8,312 | $566K |
| Gateway Wealth Partners, LLC | 0.08% | Add +32.5% | 8,306 | $565K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $562K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +24.1% | 8,246 | $561K |
| Scott & Selber, Inc. | 0.14% | Add +0.0% | 8,235 | $561K |
| Brighton Jones LLC | 0.01% | Reduce -9.9% | 8,228 | $560K |
| Motley Fool Wealth Management, LLC | 0.04% | Add +2.3% | 8,216 | $559K |
| Financial Partners Group, Inc | 0.07% | Add +3.1% | 8,078 | $550K |
| Ayrshire Capital Management LLC | 0.26% | Reduce -5.5% | 8,072 | $550K |
| Bluesphere Advisors LLC | 0.25% | Add +3.2% | 8,047 | $548K |
| Whelan Financial | 0.17% | Reduce -1.8% | 8,013 | $546K |
| Bell Bank | 0.02% | Reduce -7.0% | 8,002 | $545K |
| Diversified Trust Co. | 0.01% | Reduce -16.7% | 7,998 | $545K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 7,994 | $544K |
| Atlantic Family Wealth, LLC | 0.42% | No change | 7,919 | $539K |
| Marshall Financial Group, LLC | 0.10% | Reduce -10.2% | 7,873 | $536K |
| Dynasty Wealth Management, LLC | 0.01% | New | 7,856 | $535K |
| Whitener Capital Management, Inc. | 0.13% | Add +8.1% | 7,836 | $533K |
| Breakwater Capital Group | 0.08% | Reduce -2.0% | 7,832 | $533K |
| Old National Bancorp | 0.01% | Add +13.4% | 7,787 | $530K |
| Headinvest, LLC | 0.11% | Reduce -0.2% | 7,748 | $527K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -10.3% | 7,733 | $526K |
| Stanich Group LLC | 0.32% | Add +4.3% | 7,728 | $526K |
| Summit Financial Strategies, Inc. | 0.04% | Add +0.3% | 7,717 | $525K |
| Apollon Financial, LLC | 0.09% | Add +4.2% | 7,664 | $522K |
| SageView Advisory Group, LLC | 0.02% | Reduce -8.8% | 7,554 | $514K |
| Inscription Capital, LLC | 0.06% | Add +7.3% | 7,524 | $512K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | Add +8.2% | 7,508 | $511K |
| West Michigan Advisors, LLC | 0.12% | Add +5.9% | 7,500 | $511K |
| Two West Capital Advisors LLC | 0.31% | Reduce -22.5% | 7,419 | $510K |
| Syon Capital LLC | 0.03% | Add +48.2% | 7,485 | $510K |
| Intrepid Capital Management Inc. | 0.25% | No change | 7,479 | $509K |
| Catalyst Financial Partners LLC | 0.06% | No change | 7,467 | $508K |
| City State Bank | 0.15% | Reduce -1.1% | 7,447 | $507K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -8.5% | 7,434 | $506K |
| FineMark National Bank & Trust | 0.02% | Reduce -11.9% | 7,424 | $505K |
| Avaii Wealth Management, LLC | 0.19% | Add +0.3% | 7,347 | $500K |
| Destination Wealth Management | 0.01% | Add +10.2% | 7,326 | $499K |
| Balance Wealth Partners LLC | 0.12% | Reduce -1.3% | 7,322 | $498K |
| Paces Ferry Wealth Advisors, LLC | 0.21% | Add +0.2% | 7,321 | $498K |
| BCU Wealth Advisors, LLC | 0.20% | Add +20.9% | 7,300 | $497K |
| Rothschild Investment LLC | 0.03% | Add +0.1% | 7,199 | $490K |
| Capital Advantage, Inc. | 0.07% | Add +0.4% | 7,185 | $489K |
| Alta Wealth Advisors LLC | 0.18% | Add +0.3% | 7,183 | $489K |
| Brady Family Wealth, LLC | 0.15% | Add +0.0% | 7,138 | $486K |
| Sig Brokerage, LP | 0.12% | No change | 7,133 | $486K |
| National Wealth Management Group, LLC | 0.18% | Add +10.5% | 7,089 | $483K |
| Potentia Wealth | 0.18% | No change | 7,064 | $481K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +381.1% | 7,063 | $481K |
| American Wealth Advisors, LLC | 0.47% | — | 7,033 | $479K |
| Evermay Wealth Management LLC | 0.05% | Add +3.5% | 7,032 | $479K |
| Jordan Park Group LLC | 0.03% | Reduce -26.3% | 7,000 | $477K |
| BKM Wealth Management, LLC | 0.18% | Reduce -0.1% | 6,998 | $476K |
| Core Wealth Advisors, Inc. | 0.12% | No change | 6,990 | $476K |
| GWN Securities Inc. | 0.11% | Reduce -32.7% | 6,913 | $472K |
| First City Capital Management, Inc. | 0.25% | No change | 6,929 | $472K |
| Demars Financial Group, LLC | 0.16% | Add +0.0% | 6,912 | $471K |
| Squarepoint Ops LLC | 0.00% | Reduce -5.3% | 6,904 | $470K |
| Bravias Capital Group, LLC | 0.31% | New | 6,901 | $470K |
| New England Private Wealth Advisors LLC | 0.06% | Add +1.4% | 6,898 | $470K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -21.1% | 6,895 | $469K |
| Tactive Advisors, LLC | 0.13% | Reduce -1.2% | 6,864 | $467K |
| Riverchase Wealth Management, LLC | 0.26% | No change | 6,835 | $465K |
| Sepio Capital, LP | 0.03% | New | 6,832 | $465K |
| Strategic Wealth Investment Group, LLC | 0.04% | Add +1403.8% | 6,812 | $464K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -1.9% | 6,724 | $458K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,702 | $456K |
| Central Pacific Bank - Trust Division | 0.06% | No change | 6,694 | $456K |
| Hobbs Group Advisors, LLC | 0.14% | Reduce -12.5% | 6,672 | $454K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -5.0% | 6,616 | $450K |
| CVFG LLC | 0.32% | Add +2.3% | 6,595 | $449K |
| High Falls Advisors, Inc | 0.09% | Reduce -4.8% | 6,575 | $448K |
| Collaborative Wealth Managment Inc. | 0.18% | No change | 6,570 | $447K |
| Invested Advisors | 0.65% | — | 7,228 | $444K |
| Two Sigma Investments, LP | 0.00% | New | 6,500 | $443K |
| GM Advisory Group, LLC | 0.02% | Add +21.7% | 6,452 | $439K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 6,406 | $436K |
| Romano Brothers and Company | 0.05% | No change | 6,333 | $431K |
| Mandatum Life Insurance Co Ltd | 0.10% | No change | 6,331 | $431K |
| Bay Capital Advisors, LLC | 0.28% | Reduce -2.2% | 6,305 | $429K |
| Empire Financial Management Company, LLC | 0.10% | Reduce -0.8% | 6,302 | $429K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $429K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -12.2% | 6,281 | $428K |
| NovaPoint Capital, LLC | 0.10% | New | 6,272 | $427K |
| Mendel Capital Management LLC | 0.22% | Add +0.1% | 6,257 | $426K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -7.7% | 6,216 | $423K |
| Arista Wealth Management, LLC | 0.05% | Reduce -10.9% | 6,203 | $422K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 6,200 | $422K |
| Brian Low Financial Group, LLC | 0.33% | Add +0.9% | 6,198 | $422K |
| Orrstown Financial Services Inc. | 0.07% | No change | 6,018 | $410K |
| GW&K Investment Management, LLC | 0.00% | New | 5,991 | $408K |
| Everpar Advisors LLC | 0.16% | Add +42.0% | 5,904 | $402K |
| BOS Asset Management, LLC | 0.11% | Add +22.6% | 5,903 | $402K |
| Dynamic Financial Group | 0.35% | Add +0.2% | 5,901 | $402K |
| Formidable Asset Management, LLC | 0.06% | Reduce -6.2% | 6,274 | $401K |
| FSB Premier Wealth Management, Inc. | 0.13% | Reduce -2.5% | 5,874 | $400K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -7.1% | 5,871 | $400K |
| PGIM Custom Harvest LLC | 0.01% | Add +0.0% | 5,836 | $397K |
| Trust Co. of Vermont | 0.02% | Add +10.0% | 5,722 | $390K |
| Abound Financial, LLC | 0.16% | No change | 5,706 | $388K |
| Vident Advisory, LLC | 0.00% | No change | 5,703 | $388K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,643 | $384K |
| Geneva Partners, LLC | 0.14% | Add +13.2% | 5,637 | $384K |
| LVW Advisors, LLC | 0.04% | New | 5,627 | $383K |
| Tandem Capital Management Corp. | 0.18% | Reduce -2.6% | 5,611 | $382K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -14.0% | 5,608 | $382K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 5,558 | $378K |
| Lee Financial Co | 0.05% | Add +69.6% | 5,495 | $374K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -1.1% | 5,495 | $374K |
| Betterment LLC | 0.00% | Add +0.1% | 5,481 | $373K |
| Key Financial Inc | 0.07% | Add +27.8% | 5,427 | $371K |
| Eastover Investment Advisors LLC | 0.16% | No change | 5,428 | $370K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $368K |
| Future Financial Wealth Managment LLC | 0.23% | Add +0.1% | 5,402 | $368K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 5,392 | $367K |
| Royal Harbor Partners, LLC | 0.12% | Add +0.5% | 5,354 | $364K |
| Tandem Financial, LLC | 0.14% | New | 5,345 | $364K |
| South Plains Financial, Inc. | 0.23% | No change | 5,345 | $364K |
| Castle Wealth Management LLC | 0.12% | Reduce -5.5% | 5,338 | $363K |
| Addison Advisors LLC | 0.08% | Reduce -3.6% | 5,325 | $363K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -0.5% | 5,306 | $361K |
| Rinkey Investments | 0.10% | New | 5,304 | $361K |
| Continuum Wealth Advisors, LLC | 0.15% | Reduce -0.3% | 5,285 | $360K |
| Soundwatch Capital LLC | 0.06% | No change | 5,272 | $359K |
| Oak Harvest Investment Services | 0.04% | Add +0.0% | 5,261 | $358K |
| Clear Investment Research, LLC | 0.48% | Reduce -1.5% | 5,255 | $358K |
| Fortis Advisors, LLC | 0.20% | Reduce -27.0% | 5,255 | $358K |
| Insight Wealth Partners, LLC | 0.16% | Reduce -5.7% | 5,229 | $356K |
| Planning Alternatives Ltd. | 0.05% | Reduce -0.5% | 5,217 | $355K |
| Evoke Wealth, LLC | 0.01% | Reduce -26.6% | 5,196 | $354K |
| Continuum Advisory, LLC | 0.04% | Reduce -8.0% | 5,178 | $353K |
| Greater Midwest Financial Group, LLC | 0.23% | Reduce -71.8% | 5,166 | $352K |
| Traynor Capital Management, Inc. | 0.02% | New | 5,165 | $352K |
| Rollins Financial Advisors, LLC | 0.05% | Add +0.1% | 5,155 | $351K |
| S.E.E.D. Planning Group LLC | 0.10% | New | 5,118 | $348K |
| Navis Wealth Advisors, LLC | 0.26% | Add +13.5% | 5,115 | $348K |
| Commonwealth Retirement Investments LLC | 0.12% | Reduce -10.7% | 5,098 | $347K |
| CX Institutional | 0.01% | Add +9.2% | 5,103 | $347K |
| Greykasell Wealth Strategies, Inc. | 0.15% | No change | 5,088 | $346K |
| Annex Advisory Services, LLC | 0.01% | Reduce -5.1% | 5,074 | $345K |
| Integrity Investment Advisors, LLC | 0.23% | No change | 5,022 | $342K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 5,000 | $340K |
| Avant Capital LLC | 0.24% | Add +0.1% | 4,960 | $338K |
| Philadelphia Trust Co. | 0.02% | No change | 4,935 | $336K |
| Sanchez Wealth Management Group | 0.07% | Reduce -18.4% | 4,909 | $334K |
| Investment Planning Advisors, Inc. | 0.10% | Add +12.7% | 4,906 | $334K |
| Northeast Financial Group, Inc. | 0.08% | Reduce -60.1% | 4,885 | $333K |
| Carl P. Sherr & Co., LLC | 0.16% | No change | 4,876 | $332K |
| Private Capital Management, LLC | 0.03% | Add +19.2% | 4,870 | $332K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 4,862 | $331K |
| Community Trust & Investment Co. | 0.02% | Reduce -1.9% | 4,792 | $326K |
| HFG Advisors, Inc. | 0.24% | No change | 4,767 | $325K |
| Kelly Financial Services LLC | 0.08% | Reduce -0.3% | 4,742 | $323K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 4,694 | $320K |
| LM Advisors LLC | 0.05% | No change | 4,684 | $319K |
| Integrity Financial Corp | 0.15% | Reduce -1.6% | 4,652 | $317K |
| Ethos Financial Group, LLC | 0.02% | Add +0.1% | 4,623 | $315K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -5.9% | 4,612 | $314K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.2% | 4,610 | $314K |
| Dakota Wealth Management | 0.01% | New | 4,605 | $314K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,600 | $313K |
| Sunburst Financial Group, LLC | 0.07% | Reduce -58.1% | 4,556 | $310K |
| First National Advisers, LLC | 0.04% | Add +20.5% | 4,555 | $310K |
| Wedbush Securities Inc. | 0.01% | New | 4,555 | $310K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,549 | $310K |
| Headlands Technologies LLC | 0.02% | No change | 4,547 | $310K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -30.3% | 4,543 | $309K |
| Empower Advisory Group, LLC | 0.00% | Add +8.4% | 4,533 | $309K |
| Cornerstone Planning Group LLC | 0.05% | Add +2171.9% | 4,521 | $309K |
| Curtis Advisory Group, LLC | 0.07% | No change | 4,500 | $306K |
| Blue Zone Wealth Advisors, LLC | 0.06% | No change | 4,500 | $306K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $306K |
| M&T Bank Corp | 0.00% | Reduce -1.3% | 4,475 | $305K |
| Procyon Advisors, LLC | 0.02% | No change | 4,471 | $304K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.5% | 4,469 | $304K |
| Noble Family Wealth, LLC | 0.07% | No change | 4,441 | $302K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 4,386 | $299K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -11.7% | 4,379 | $298K |
| CPC Advisors, LLC | 0.03% | Reduce -93.7% | 4,378 | $298K |
| Squire Investment Management Company, LLC | 0.10% | No change | 4,353 | $296K |
| SP Asset Management LLC | 0.02% | Add +0.5% | 4,329 | $295K |
| United Advisor Group, LLC | 0.04% | New | 4,304 | $293K |
| Family Capital Trust Co | 0.10% | Reduce -41.1% | 4,300 | $293K |
| Apella Capital, LLC | 0.01% | New | 4,334 | $293K |
| MGB Wealth Management, LLC | 0.08% | Add +35.4% | 4,270 | $291K |
| Davis R M Inc. | 0.01% | Add +15.8% | 4,263 | $290K |
| Integras Partners LLC | 0.23% | Reduce -2.0% | 4,258 | $290K |
| Berkshire Asset Management LLC | 0.01% | New | 4,249 | $289K |
| Facet Wealth, Inc. | 0.01% | Add +7.1% | 4,242 | $289K |
| Klingman & Associates, LLC | 0.01% | No change | 4,200 | $286K |
| Waterfront Wealth Inc. | 0.06% | Reduce -2.3% | 4,149 | $283K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,123 | $281K |
| Brighton Securities Corp. | 0.15% | Reduce -0.5% | 4,094 | $279K |
| Calamos Wealth Management LLC | 0.01% | Add +5.1% | 4,080 | $278K |
| Concorde Asset Management, LLC | 0.12% | — | 4,073 | $277K |
| Sachetta, LLC | 0.10% | Reduce -0.3% | 4,019 | $274K |
| Guardian Partners Inc. | 0.02% | No change | 4,000 | $273K |
| Stonebrook Private Inc. | 0.06% | Reduce -49.3% | 4,012 | $273K |
| Capital Square, LLC | 0.14% | Add +0.1% | 4,010 | $273K |
| Note Advisors, LLC | 0.16% | Reduce -0.3% | 4,010 | $273K |
| Deutsche Bank AG | 0.00% | No change | 3,976 | $271K |
| Essex LLC | 0.05% | Reduce -7.7% | 3,957 | $269K |
| Advisor OS, LLC | 0.02% | Add +0.1% | 3,950 | $269K |
| Cedar Wealth Management, LLC | 0.08% | No change | 3,934 | $268K |
| Berger Financial Group, Inc | 0.02% | New | 3,923 | $267K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.3% | 3,920 | $267K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -25.6% | 3,919 | $267K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 3,899 | $265K |
| OneAscent Financial Services LLC | 0.02% | Reduce -53.5% | 3,878 | $264K |
| GDS Wealth Management | 0.02% | No change | 3,873 | $264K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $263K |
| Visionary Horizons, LLC | 0.15% | Reduce -0.8% | 3,862 | $263K |
| Allred Capital Management, LLC | 0.09% | New | 3,857 | $263K |
| Firethorn Wealth Partners, LLC | 0.10% | Add +0.3% | 3,854 | $262K |
| Ascent Group, LLC | 0.01% | Reduce -4.3% | 3,845 | $262K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.3% | 3,775 | $257K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 3,769 | $257K |
| Oarsman Capital, Inc. | 0.04% | No change | 3,767 | $256K |
| Nalls Sherbakoff Group, LLC | 0.17% | Reduce -0.4% | 3,750 | $255K |
| Westside Investment Management, Inc. | 0.04% | Add +13.3% | 3,740 | $255K |
| Balefire, LLC | 0.05% | Add +6.3% | 3,714 | $253K |
| Mattern Capital Management, LLC | 0.03% | No change | 3,674 | $250K |
| Florida Financial Advisors, LLC | 0.08% | Reduce -53.7% | 3,670 | $250K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +0.5% | 3,653 | $249K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,650 | $248K |
| M3 Advisory Group, LLC | 0.15% | No change | 3,631 | $247K |
| MTM Investment Management, LLC | 0.08% | No change | 3,629 | $247K |
| Prospect Financial Services LLC | 0.14% | New | 3,615 | $246K |
| Barometer Capital Management Inc. | 0.06% | New | 3,600 | $245K |
| Simon Quick Advisors, LLC | 0.01% | Add +4.2% | 3,599 | $245K |
| Brogan Financial, Inc. | 0.10% | Add +0.5% | 3,590 | $244K |
| Security Financial Services, INC. | 0.04% | Reduce -21.3% | 3,561 | $242K |
| Obermeyer Wealth Partners | 0.01% | New | 3,560 | $242K |
| Sapient Capital LLC | 0.00% | No change | 3,571 | $242K |
| AMG National Trust Bank | 0.01% | New | 3,538 | $241K |
| Planning Directions Inc. | 0.13% | Add +8.4% | 3,532 | $240K |
| Moller Wealth Partners | 0.05% | Reduce -27.9% | 3,520 | $240K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 3,508 | $239K |
| Gimbal Financial | 0.14% | Add +6.6% | 3,506 | $239K |
| Heritage Wealth Management, Inc./Texas | 0.11% | Reduce -0.8% | 3,501 | $238K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -1.2% | 3,470 | $236K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,460 | $236K |
| Acute Investment Advisory, LLC | 1.97% | Reduce -19.0% | 3,449 | $235K |
| Creekmur Asset Management LLC | 0.04% | Reduce -17.2% | 3,447 | $235K |
| Fullcircle Wealth LLC | 0.08% | New | 3,468 | $234K |
| Guardian Asset Advisors, LLC | 0.13% | Reduce -17.2% | 3,435 | $234K |
| Arlington Trust Co LLC | 0.04% | No change | 3,423 | $233K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 3,420 | $233K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $232K |
| Pandora Wealth, Inc. | 0.14% | No change | 3,400 | $231K |
| TFR Capital, LLC. | 0.08% | Add +0.0% | 3,351 | $228K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -19.2% | 3,351 | $228K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -35.9% | 3,342 | $228K |
| Wrenne Financial Planning LLC | 0.10% | No change | 3,340 | $227K |
| Family Capital Management, Inc. | 0.11% | New | 3,307 | $225K |
| Colton Groome Financial Advisors, LLC | 0.07% | Reduce -10.3% | 3,306 | $225K |
| Straight Path Wealth Management | 0.06% | New | 3,304 | $225K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $225K |
| Leuthold Group, LLC | 0.02% | New | 3,295 | $224K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $224K |
| Ameriflex Group, Inc. | 0.08% | Add +33.8% | 3,277 | $223K |
| Bokf, NA | 0.00% | Add +188.4% | 3,271 | $223K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +0.1% | 3,269 | $223K |
| Randolph Co Inc | 0.02% | Reduce -23.6% | 3,267 | $222K |
| NWF Advisory Services Inc. | 0.02% | Add +0.1% | 3,264 | $222K |
| Certuity, LLC | 0.02% | New | 3,240 | $221K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 3,224 | $219K |
| Leo Wealth, LLC | 0.03% | Reduce -92.0% | 3,222 | $219K |
| Sharp Wealth Advisory, LLC | 0.12% | No change | 3,222 | $219K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 3,220 | $219K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.6% | 3,220 | $219K |
| Wealth Architects, LLC | 0.02% | No change | 3,206 | $218K |
| L & S Advisors Inc | 0.02% | New | 3,205 | $218K |
| FWL Investment Management, LLC | 0.06% | Reduce -35.3% | 3,195 | $218K |
| Landmark Wealth Management, LLC | 0.09% | Add +0.5% | 3,171 | $216K |
| Legacy Financial Group LLC | 0.03% | New | 3,161 | $215K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 3,140 | $214K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.1% | 3,132 | $213K |
| Argent Trust Co | 0.01% | New | 3,106 | $211K |
| QRG Capital Management, Inc. | 0.00% | Reduce -17.4% | 3,102 | $211K |
| Owen LaRue, LLC | 0.08% | New | 3,086 | $210K |
| Sterling Wealth Management, Inc. | 0.06% | New | 3,063 | $209K |
| One Capital Management, LLC | 0.01% | Reduce -5.6% | 3,062 | $208K |
| KMG Fiduciary Partners, LLC | 0.01% | Reduce -5.2% | 3,057 | $208K |
| Oakworth Capital, Inc. | 0.01% | Reduce -9.0% | 3,052 | $208K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +10.1% | 3,050 | $208K |
| Second Line Capital, LLC | 0.04% | New | 3,049 | $208K |
| Forum Financial Management, LP | 0.00% | New | 3,047 | $207K |
| Forthright Family Wealth Advisory LLC | 0.13% | New | 3,044 | $207K |
| Savvy Advisors, Inc. | 0.01% | New | 3,016 | $205K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,000 | $204K |
| Welch & Forbes LLC | 0.00% | New | 2,998 | $204K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -15.2% | 2,998 | $204K |
| Kirkwood Financial Services | 0.07% | — | 2,975 | $203K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,961 | $202K |
| BNC Wealth Management, LLC | 0.05% | New | 2,951 | $201K |
| EnRich Financial Partners LLC | 0.06% | New | 2,938 | $200K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -16.4% | 2,941 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.1% | 2,788 | $190K |
| Imprint Wealth LLC | 0.60% | — | 2,742 | $187K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -9.2% | 2,733 | $186K |
| Valued Wealth Advisors LLC | 0.09% | No change | 2,729 | $186K |
| West Branch Capital LLC | 0.05% | Add +0.6% | 2,721 | $185K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,694 | $183K |
| Barrett & Company, Inc. | 0.06% | No change | 2,600 | $177K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,449 | $167K |
| Stone House Investment Management, LLC | 0.03% | Add +0.5% | 2,340 | $159K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $156K |
| First Horizon Corp. | 0.01% | — | 2,283 | $155K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,215 | $151K |
| Lanark Financial, Inc. | 0.01% | No change | 2,176 | $148K |
| Caitlin John, LLC | 0.10% | New | 2,067 | $141K |
| Archer Investment Corp | 0.03% | Add +18.0% | 2,041 | $139K |
| Bogart Wealth, LLC | 0.01% | Reduce -17.6% | 2,001 | $136K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -22.7% | 1,971 | $134K |
| WPG Advisers, LLC | 0.10% | Reduce -7.3% | 1,947 | $133K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +99.1% | 1,790 | $122K |
| American Capital Advisory, LLC | 0.06% | Reduce -12.5% | 1,788 | $122K |
| Glassman Wealth Services | 0.02% | Reduce -5.7% | 1,769 | $120K |
| MCF Advisors LLC | 0.01% | Add +2.9% | 1,718 | $117K |
| EPG Wealth Management LLC | 0.03% | Reduce -10.2% | 1,685 | $115K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.1% | 1,658 | $113K |
| Hoey Investments, Inc. | 0.02% | No change | 1,653 | $113K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +1.8% | 1,611 | $110K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,603 | $109K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,528 | $104K |
| Gleason Group, Inc. | 0.01% | Add +3.2% | 1,517 | $103K |
| Noble Wealth Management PBC | 0.05% | — | 1,450 | $99K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -26.6% | 1,443 | $98K |
| Hollencrest Capital Management | 0.00% | Add +68.1% | 1,441 | $98K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 1,380 | $94K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.0% | 1,288 | $88K |
| Versant Capital Management, Inc | 0.01% | Add +0.6% | 1,281 | $87K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +0.5% | 1,223 | $83K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $83K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -8.1% | 1,200 | $82K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,190 | $81K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,167 | $79K |
| Heritage Wealth Advisors | 0.00% | No change | 1,104 | $75K |
| Pineridge Advisors LLC | 0.02% | Add +0.6% | 1,100 | $75K |
| West Financial Advisors, LLC | 0.01% | No change | 1,098 | $75K |
| Quent Capital, LLC | 0.01% | New | 1,028 | $70K |
| Lazard Asset Management LLC | 0.00% | No change | 1,000 | $68K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 996 | $68K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 980 | $67K |
| Copia Wealth Management | 0.05% | Reduce -0.5% | 978 | $67K |
| Bfsg, LLC | 0.01% | No change | 974 | $66K |
| Bulwark Capital Corp | 0.05% | No change | 948 | $65K |
| Hilltop National Bank | 0.02% | No change | 904 | $62K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $61K |
| Clearstead Advisors, LLC | 0.00% | No change | 889 | $61K |
| Community Bank, N.A. | 0.01% | No change | 886 | $60K |
| Newton One Investments LLC | 0.02% | No change | 862 | $59K |
| UMB Bank, n.a. | 0.00% | Reduce -75.9% | 854 | $58K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 850 | $58K |
| Elevate Wealth Advisory, Inc. | 0.04% | Add +0.1% | 821 | $56K |
| Clearstead Trust, LLC | 0.01% | Add +294.2% | 816 | $56K |
| Tripletail Wealth Management, LLC | 0.06% | New | 800 | $55K |
| United Financial Planning Group LLC | 0.03% | — | 282 | $55K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 784 | $53K |
| Wealth Watch Advisors, INC | 0.02% | New | 771 | $52K |
| Family Manage LLC | 0.01% | No change | 771 | $52K |
| Access Investment Management LLC | 0.01% | No change | 760 | $52K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $51K |
| Clark Wealth Partners | 0.03% | New | 741 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $51K |
| Towne Trust Company, N.A | 0.02% | No change | 750 | $51K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 678 | $46K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.5% | 676 | $46K |
| Tompkins Financial Corp. | 0.00% | No change | 668 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.1% | 652 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +49.1% | 607 | $41K |
| Dunhill Financial, LLC | 0.01% | Add +0.2% | 600 | $41K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +1.4% | 564 | $38K |
| Operose Advisors LLC | 0.01% | No change | 563 | $38K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -87.6% | 550 | $37K |
| Truvestments Capital LLC | 0.01% | No change | 545 | $37K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -3.3% | 531 | $36K |
| LGT Financial Advisors LLC | 0.08% | Reduce -77.9% | 525 | $36K |
| Advantage Trust Co | 0.02% | No change | 503 | $34K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $34K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 496 | $34K |
| Hemington Wealth Management | 0.00% | Reduce -18.7% | 497 | $33K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 480 | $33K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 478 | $33K |
| Nova Wealth Management, Inc. | 0.02% | No change | 465 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.6% | 453 | $31K |
| Accredited Wealth Management, LLC | 0.02% | Add +25182.2% | 113,770 | $31K |
| Blue Trust, Inc. | 0.00% | Reduce -53.0% | 443 | $30K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 440 | $30K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | No change | 422 | $29K |
| Costello Asset Management, INC | 0.01% | Add +79.5% | 420 | $29K |
| Group One Trading LLC | 0.00% | New | 408 | $28K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $27K |
| Tucker Asset Management LLC | 0.01% | No change | 398 | $27K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 385 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -14.8% | 379 | $26K |
| Tortoise Investment Management, LLC | 0.00% | Add +89.5% | 379 | $26K |
| Rossby Financial, LCC | 0.01% | Reduce -1.6% | 367 | $25K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 374 | $25K |
| Scarborough Advisors, LLC | 0.00% | No change | 360 | $25K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -25.6% | 355 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +26.8% | 355 | $24K |
| Tsfg, LLC | 0.00% | Add +33.7% | 325 | $22K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $21K |
| Avion Wealth | 0.00% | No change | 309 | $21K |
| Keystone Financial Group, Inc. | 0.01% | No change | 305 | $21K |
| Realta Investment Advisors | 0.01% | Add +0.3% | 303 | $21K |
| Rossmore Private Capital | 0.00% | New | 300 | $20K |
| Boreal Capital Management LLC | 0.02% | No change | 282 | $19K |
| Global Wealth Strategies & Associates | 0.00% | New | 281 | $19K |
| Independence Bank of Kentucky | 0.00% | No change | 280 | $19K |
| Pflug Koory, LLC | 0.01% | No change | 256 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 252 | $17K |
| Whipplewood Advisors, LLC | 0.01% | No change | 249 | $17K |
| Mather Group, Llc. | 0.00% | New | 245 | $17K |
| Abound Wealth Management | 0.00% | Add +47.0% | 244 | $17K |
| Front Row Advisors LLC | 0.01% | No change | 238 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.5% | 207 | $14K |
| First Community Trust NA | 0.01% | New | 197 | $13K |
| Pathway Financial Advisers, LLC | 0.00% | New | 196 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | New | 185 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 180 | $12K |
| Keener Financial Planning LLC | 0.01% | No change | 186 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $12K |
| Painted Porch Advisors LLC | 0.00% | No change | 175 | $12K |
| Sittner & Nelson, LLC | 0.00% | No change | 167 | $11K |
| Caldwell Trust Co | 0.00% | No change | 166 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 160 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 154 | $10K |
| Providence Capital Advisors, LLC | 0.00% | Add +275.6% | 154 | $10K |
| Creative Capital Management Investments LLC | 0.00% | New | 148 | $10K |
| Main Street Group, LTD | 0.00% | New | 139 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 135 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 125 | $9K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 104 | $7K |
| Cloud Capital Management, LLC | 0.00% | New | 105 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Add +350.0% | 99 | $7K |
| BankPlus Trust Department | 0.00% | No change | 94 | $6K |
| Financial Consulate, Inc. | 0.00% | New | 94 | $6K |
| BNP Paribas Financial Markets | 0.00% | Add +166.7% | 88 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 83 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | New | 81 | $6K |
| Nemes Rush Group LLC | 0.00% | New | 73 | $5K |
| Raleigh Capital Management Inc. | 0.00% | New | 69 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -92.6% | 60 | $4K |
| Kelleher Financial Advisors | 0.00% | New | 55 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -88.1% | 49 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 48 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -89.2% | 47 | $3K |
| Birchbrook, Inc. | 0.00% | No change | 46 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 31 | $2K |
| Park Place Capital Corp | 0.00% | Reduce -88.8% | 29 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 27 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -94.1% | 23 | $2K |
| 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% | No change | 16 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 11 | $749 |
| 2UniFi Bank | 0.00% | No change | 8 | $545 |
| Kilter Group LLC | 0.00% | New | 2 | $137 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 8 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.