iShares Core Dividend GrowthDGROETF
13F holders, Q1 2026 (March 31)1,324holders +36
86new positions
50sold out
6famous investors
$70.12avg. 13F price*
At the end of Q1 2026, 1,324 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 36 from Q4 2025. 86 opened new positions and 50 sold out. The largest holders were LPL Financial LLC ($1.4B), Bank of America Corp. ($1.4B) and Morgan Stanley ($1.4B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $165.2M |
| Exits | 50 | $44.4M |
All 13F filers, Q4 2025 → Q1 2026: 21,965,328 shares bought and 7,069,347 shares sold, net +14,895,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,324 holders
| LPL Financial LLC | 0.38% | Add +7.8% | 20,236,610 | $1.4B |
| Bank of America Corp. | 0.10% | Reduce -1.9% | 19,389,641 | $1.4B |
| Morgan Stanley | 0.08% | Add +0.0% | 19,367,374 | $1.4B |
| Wealthfront Advisers LLC | 2.68% | Add +25.1% | 17,425,702 | $1.2B |
| Jones Financial Companies LLLP | 0.40% | Add +20.8% | 12,067,891 | $831.5M |
| Raymond James Financial Inc. | 0.24% | Add +1.1% | 10,864,804 | $762.5M |
| Envestnet Asset Management Inc. | 0.20% | Add +3.3% | 10,627,078 | $745.8M |
| Capital Investment Advisors, LLC | 8.66% | Add +1.1% | 8,431,594 | $591.7M |
| Royal Bank of Canada | 0.11% | Add +1.1% | 8,230,843 | $577.6M |
| Commonwealth Equity Services, LLC | 0.71% | Reduce -0.6% | 7,225,477 | $507.1M |
| Ameriprise Financial Inc. | 0.11% | Reduce -1.3% | 6,855,975 | $481.3M |
| Wells Fargo & Company | 0.09% | Reduce -5.5% | 6,661,626 | $467.5M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -7.1% | 6,310,350 | $442.9M |
| FMR LLC | 0.02% | Reduce -8.7% | 5,295,381 | $371.6M |
| HighTower Advisors, LLC | 0.38% | Add +2.9% | 5,148,918 | $361.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.2% | 4,772,766 | $335.0M |
| JPMorgan Chase & Co. | 0.02% | Add +42.7% | 4,753,627 | $327.9M |
| UBS Group AG | 0.06% | Add +3.2% | 4,659,680 | $327.0M |
| Cetera Investment Advisers | 0.25% | Add +7.4% | 3,324,499 | $233.3M |
| MML Investors Services, LLC | 0.61% | Reduce -12.6% | 3,122,246 | $219.1M |
| Vantagepoint Investment Advisers LLC | 1.85% | Reduce -2.2% | 3,114,188 | $218.6M |
| Truist Financial Corp. | 0.28% | Reduce -3.1% | 2,937,418 | $206.1M |
| Stifel Financial Corp. | 0.18% | Add +3.4% | 2,770,076 | $194.4M |
| Mariner, LLC | 0.22% | Add +4.6% | 2,718,697 | $190.8M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +5.0% | 2,492,043 | $174.9M |
| HM Payson & Co. | 1.99% | Add +955.2% | 1,965,020 | $137.9M |
| Avior Wealth Management, LLC | 3.78% | Reduce -0.4% | 1,899,744 | $133.3M |
| TD Private Client Wealth LLC | 2.72% | Add +8.6% | 1,870,534 | $131.3M |
| Osaic Holdings, Inc. | 0.18% | Add +6.7% | 1,751,054 | $122.9M |
| Corient Private Wealth LP | 0.16% | Reduce -1.9% | 1,626,347 | $114.0M |
| First Command Advisory Services, Inc. | 0.72% | Add +0.4% | 1,520,205 | $106.7M |
| ProVise Management Group, LLC | 7.08% | Add +2.9% | 1,403,415 | $98.5M |
| Beacon Pointe Advisors, LLC | 0.52% | Add +64.5% | 1,394,397 | $97.9M |
| BlackRock, Inc. | 0.00% | Add +6.3% | 1,348,444 | $94.6M |
| Dynasty Wealth Management, LLC | 0.78% | Add +15189.7% | 1,281,275 | $89.9M |
| Strategies Wealth Advisors, LLC | 8.91% | Reduce -2.6% | 1,264,195 | $88.7M |
| Quotient Wealth Partners, LLC | 2.26% | New | 1,222,650 | $85.8M |
| Gratus Wealth Advisors, LLC | 12.36% | Reduce -2.9% | 1,218,011 | $85.5M |
| SHP Wealth Management | 6.34% | Reduce -1.4% | 1,196,825 | $84.0M |
| Seven Springs Wealth Group, LLC | 18.90% | Add +0.7% | 1,143,665 | $80.3M |
| Ledyard National Bank | 6.95% | Reduce -6.5% | 1,142,426 | $80.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +4.1% | 1,106,092 | $77.6M |
| Confluence Wealth Services, Inc. | 2.86% | Add +0.8% | 1,050,750 | $73.7M |
| American Trust | 6.16% | Add +3.4% | 993,754 | $69.7M |
| Sanctuary Advisors, LLC | 0.37% | Add +1.4% | 984,746 | $69.1M |
| Private Advisor Group, LLC | 0.31% | Reduce -0.8% | 938,814 | $65.9M |
| NewEdge Advisors, LLC | 0.24% | Add +4.8% | 928,191 | $65.1M |
| Baird Financial Group, Inc. | 0.10% | Add +1.2% | 926,648 | $65.0M |
| MCF Advisors LLC | 2.60% | Add +35008.7% | 844,013 | $59.2M |
| First Business Financial Services, Inc. | 5.21% | Add +1.6% | 835,155 | $58.6M |
| Stonebridge Financial Group, LLC | 4.79% | Add +5.3% | 829,714 | $58.2M |
| Horizon Investments, LLC | 0.64% | Add +1.8% | 814,939 | $57.2M |
| Kestra Advisory Services, LLC | 0.21% | Add +16.4% | 797,552 | $56.0M |
| Conservest Capital Advisors, Inc. | 5.05% | Add +16.3% | 793,408 | $55.7M |
| Fifth Third Bancorp | 0.10% | Add +4352.0% | 756,216 | $53.1M |
| J.W. Cole Advisors, Inc. | 1.75% | Add +2.4% | 736,631 | $51.7M |
| JGP Wealth Management, LLC | 5.31% | Add +44.9% | 727,226 | $51.0M |
| Sigma Planning Corp | 1.41% | Reduce -1.3% | 721,369 | $50.6M |
| FORM Wealth Advisors, LLC | 5.88% | Add +21.0% | 715,444 | $50.2M |
| FFT Wealth Management LLC | 9.01% | Add +16.8% | 708,712 | $49.7M |
| Waverly Advisors, LLC | 0.37% | Reduce -1.3% | 706,261 | $49.6M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +4.1% | 695,460 | $48.8M |
| Auto-Owners Insurance Co | 1.01% | No change | 689,500 | $48.4M |
| Captrust Financial Advisors | 0.08% | Add +1.2% | 687,861 | $48.3M |
| Focus Partners Wealth | 0.05% | Reduce -4.5% | 644,846 | $45.3M |
| Ritter Daniher Financial Advisory LLC / DE | 7.65% | Add +2.0% | 642,658 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.3% | 640,708 | $45.0M |
| Oppenheimer & Co. Inc. | 0.52% | Add +0.2% | 602,903 | $42.3M |
| XML Financial, LLC | 3.26% | Add +13.5% | 576,049 | $40.4M |
| Natixis Advisors, LLC | 0.06% | Add +21.8% | 569,687 | $40.0M |
| Vaughan David Investments LLC | 0.84% | Reduce -0.4% | 566,639 | $39.8M |
| Wolff Financial Management LLC | 8.79% | Add +3.0% | 566,631 | $39.8M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.9% | 558,516 | $39.2M |
| Scott Capital Advisors, LLC | 7.85% | Add +6.4% | 539,569 | $38.7M |
| Earned Wealth Advisors, LLC | 2.49% | Add +6.0% | 530,539 | $37.2M |
| Equitable Holdings, Inc. | 0.24% | Add +7.1% | 534,531 | $37.1M |
| Dagco, Inc. | 7.91% | Add +2.4% | 519,681 | $36.5M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Reduce -4.5% | 517,276 | $36.3M |
| Fifth Third Securities, Inc. | 2.27% | Add +0.6% | 500,675 | $35.1M |
| Hughes Financial Services, LLC | 4.97% | Add +3.3% | 461,279 | $32.4M |
| Capital Analysts, LLC | 0.85% | Add +10.8% | 459,104 | $32.2M |
| Silver Coast Investments LLC | 10.07% | Add +3.8% | 449,662 | $31.6M |
| Altus Wealth Management, LLC | 13.78% | Add +0.4% | 441,639 | $31.0M |
| TRB Wealth Management, LLC | 4.38% | — | 439,261 | $30.8M |
| D'Orazio & Associates, Inc. | 3.91% | Reduce -2.5% | 430,362 | $30.2M |
| Provident Wealth Management, LLC | 8.91% | Reduce -0.9% | 419,556 | $29.4M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -9.4% | 419,372 | $29.4M |
| Compass Ion Advisors, LLC | 2.80% | Add +1.6% | 419,164 | $29.4M |
| Legacy Financial Strategies, LLC | 5.25% | Reduce -2.8% | 414,367 | $29.1M |
| Creative Planning | 0.02% | Add +5.0% | 404,328 | $28.4M |
| Sweeney & Michel, LLC | 8.15% | Add +2.7% | 383,559 | $27.7M |
| Alliance Wealth Advisors, LLC | 12.91% | Add +0.7% | 389,615 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -33.1% | 388,086 | $27.3M |
| &partners | 0.13% | Reduce -1.9% | 383,764 | $26.9M |
| Adirondack Capital Advisors, LLC | 17.13% | Add +4.0% | 380,075 | $26.7M |
| Presidio Capital Management, LLC | 7.53% | Add +3.9% | 369,388 | $25.9M |
| Gotham Asset Management | 0.08% | Add +59.2% | 353,466 | $24.8M |
| Davidson Capital Management Inc. | 4.46% | New | 350,381 | $24.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.08% | Add +2.4% | 348,715 | $24.5M |
| Regions Financial Corp. | 0.15% | Add +3.0% | 336,202 | $23.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +14.6% | 332,816 | $23.4M |
| Summit Investment Advisory Services, LLC | 8.66% | Reduce -4.9% | 331,991 | $23.3M |
| Regent Peak Wealth Advisors LLC | 4.71% | Reduce -7.4% | 328,953 | $23.1M |
| Meridian Financial Partners LLC | 8.60% | Reduce -13.6% | 320,868 | $22.6M |
| Choreo, LLC | 0.28% | Add +2.3% | 322,519 | $22.6M |
| Allegheny Financial Group | 3.04% | Add +1.5% | 321,068 | $22.5M |
| United Capital Financial Advisors, LLC | 0.14% | Add +0.6% | 317,552 | $22.3M |
| Vicus Capital | 1.62% | Reduce -1.1% | 314,670 | $22.1M |
| Capital Advisors, Ltd. LLC | 2.47% | Add +1.3% | 309,322 | $21.7M |
| Integrated Wealth Concepts LLC | 0.17% | Add +15.8% | 308,307 | $21.6M |
| DAVENPORT & Co LLC | 0.12% | Add +1.8% | 308,135 | $21.6M |
| Prospera Financial Services Inc | 0.35% | Add +9.8% | 307,598 | $21.6M |
| MAI Capital Management | 0.12% | Reduce -2.1% | 304,454 | $21.4M |
| Smith Chas P & Associates Pa Cpas | 1.15% | Reduce -0.7% | 302,595 | $21.2M |
| Kingsview Wealth Management, LLC | 0.29% | Add +7.1% | 302,168 | $21.2M |
| Robertson Stephens Wealth Management, LLC | 0.59% | Reduce -1.9% | 300,748 | $21.1M |
| Colonial Trust Advisors | 1.63% | Add +5.7% | 299,109 | $21.0M |
| Powers Advisory Group, LLC | 7.31% | Add +9.3% | 295,478 | $20.7M |
| Morton Community Bank | 4.46% | Add +0.9% | 292,409 | $20.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.17% | Reduce -1.7% | 285,000 | $20.0M |
| EverSource Wealth Advisors, LLC | 0.61% | Add +3.8% | 282,858 | $19.9M |
| HB Wealth Management, LLC | 0.13% | Reduce -2.1% | 280,645 | $19.7M |
| Buck Wealth Strategies, LLC | 2.37% | Add +4.2% | 273,737 | $19.2M |
| 46 Peaks LLC | 13.77% | Add +2.7% | 269,409 | $18.9M |
| Madison Wealth Partners, Inc | 2.98% | Reduce -58.9% | 266,466 | $18.7M |
| W1M Asset Management Ltd | 0.20% | Add +0.0% | 261,021 | $18.3M |
| Cypress Financial Planning LLC | 5.06% | Add +5.4% | 258,712 | $18.2M |
| Capital Planning LLC | 5.90% | Add +8.1% | 258,299 | $18.1M |
| Atria Investments, Inc | 0.20% | Reduce -6.8% | 257,877 | $18.1M |
| Objectivity Squared, LLC | 11.33% | Reduce -3.8% | 256,088 | $18.0M |
| Atwater Malick LLC | 4.75% | Add +13.7% | 250,666 | $17.6M |
| Rooted Wealth Advisors, Inc. | 4.59% | Reduce -9.4% | 237,885 | $17.4M |
| Verus Capital Partners, LLC | 1.19% | Add +6.1% | 246,737 | $17.3M |
| Mutual Advisors, LLC | 0.37% | Add +2.8% | 244,406 | $17.2M |
| Accel Wealth Management | 4.45% | Add +5.6% | 243,000 | $17.1M |
| IFS Advisors, LLC | 8.72% | Add +1.7% | 241,130 | $16.9M |
| Clear Wave Wealth Management LLC | 4.23% | — | 236,935 | $16.6M |
| PSI Advisors, LLC | 3.97% | Add +6.6% | 233,762 | $16.4M |
| Jackson Wealth Management, LLC | 1.67% | Reduce -0.5% | 231,010 | $16.2M |
| PFS Partners, LLC | 7.41% | Add +1.5% | 230,306 | $16.2M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +5.8% | 227,393 | $16.0M |
| truNorth Financial Services, Inc. | 16.48% | Add +7.7% | 227,073 | $15.9M |
| Tandem Wealth Advisors LLC | 7.07% | Add +0.3% | 226,014 | $15.9M |
| FourThought Financial Partners, LLC | 1.36% | Reduce -32.8% | 225,324 | $15.8M |
| Well Done, LLC | 2.27% | Reduce -2.0% | 220,184 | $15.5M |
| Eagle Strategies LLC | 1.84% | Reduce -12.7% | 218,939 | $15.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -18.3% | 215,800 | $15.1M |
| WealthPLAN Partners, LLC | 2.92% | Reduce -6.5% | 215,150 | $15.1M |
| Dynamic Advisor Solutions LLC | 0.47% | Add +4.8% | 213,244 | $15.0M |
| TBH Global Asset Management, LLC | 3.00% | Reduce -4.7% | 212,261 | $14.9M |
| LifeGoal Investments, LLC | 8.44% | Add +8.5% | 210,145 | $14.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -8.3% | 206,148 | $14.5M |
| Stratos Investment Management, LLC | 0.58% | Add +10.3% | 205,655 | $14.4M |
| FC Advisory LLC | 4.08% | Add +2.9% | 199,306 | $14.0M |
| KOM Wealth Management Group, LLC | 9.52% | Add +1.4% | 198,956 | $14.0M |
| Beaumont Financial Advisors, LLC | 0.96% | Reduce -0.4% | 198,226 | $13.9M |
| Argent Advisors, Inc. | 3.76% | Add +3.1% | 196,017 | $13.8M |
| Karpus Management, Inc. | 0.43% | Add +90.5% | 195,078 | $13.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.83% | Reduce -1.7% | 193,697 | $13.6M |
| Meridian Wealth Management, LLC | 0.48% | Add +2.3% | 193,078 | $13.6M |
| Arkadios Wealth Advisors | 0.22% | Reduce -24.2% | 191,845 | $13.5M |
| SouthState Bank Corp | 0.61% | Reduce -3.1% | 185,879 | $13.0M |
| WealthShield Partners, LLC | 1.45% | Reduce -0.5% | 185,587 | $13.0M |
| WealthPlan Investment Management, LLC | 0.70% | Reduce -29.6% | 179,952 | $12.6M |
| Ridgecrest Wealth Partners, LLC | 6.94% | Add +3.9% | 179,200 | $12.6M |
| Journey Advisory Group, LLC | 1.07% | Reduce -1.2% | 177,870 | $12.5M |
| Rothschild Wealth LLC | 1.11% | Add +3.4% | 175,498 | $12.3M |
| Allworth Financial LP | 0.05% | Add +1.0% | 175,356 | $12.3M |
| SVRN Asset Management, LLC | 11.74% | Reduce -19.4% | 172,722 | $12.1M |
| Twelve Points Wealth Management LLC | 2.62% | Add +26.1% | 169,565 | $11.9M |
| Atlas Private Wealth Advisors | 2.79% | Add +2.5% | 168,934 | $11.9M |
| Summit Financial, LLC | 0.15% | Add +2.5% | 168,746 | $11.8M |
| Gladstone Institutional Advisory LLC | 0.44% | Reduce -0.2% | 168,704 | $11.8M |
| Citigroup Inc. | 0.01% | Add +18.8% | 168,078 | $11.8M |
| TriaGen Wealth Management LLC | 3.22% | Add +3.5% | 168,002 | $11.8M |
| Cornerstone Wealth Management, LLC | 0.59% | Add +1.0% | 166,711 | $11.7M |
| Baker Avenue Asset Management, LP | 0.27% | Add +3.2% | 166,024 | $11.7M |
| Cerity Partners LLC | 0.02% | Reduce -1.8% | 165,980 | $11.6M |
| Colonial Trust Co / SC | 1.58% | Add +1.4% | 165,754 | $11.6M |
| Stephens Inc. | 0.15% | Add +6.0% | 165,488 | $11.6M |
| Valmark Advisers, Inc. | 0.13% | Add +16.1% | 161,510 | $11.3M |
| Talisman Wealth Advisors LLC | 9.07% | Add +12.0% | 167,631 | $11.3M |
| Fairway Financial, LLC | 8.54% | Add +0.5% | 160,034 | $11.2M |
| Knightsbridge Asset Management, LLC | 1.52% | Add +3.3% | 159,909 | $11.2M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Add +11.6% | 157,947 | $11.1M |
| COFG Advisors, LLC | 2.72% | Add +2.1% | 156,926 | $11.0M |
| Beacon Advisors Holdings, LLC | 5.85% | Add +1.8% | 155,741 | $10.9M |
| OneDigital Investment Advisors LLC | 0.11% | Add +5.1% | 155,065 | $10.9M |
| Targeted Financial Services LLC | 8.93% | Reduce -3.5% | 155,053 | $10.9M |
| Correct Capital Wealth Management | 2.03% | Reduce -71.8% | 154,882 | $10.9M |
| Prota Financial, LLC | 7.81% | Add +8.0% | 153,601 | $10.8M |
| KPP Advisory Services LLC | 1.56% | Reduce -15.0% | 153,548 | $10.8M |
| Strategic Wealth Partners, Ltd. | 0.74% | Add +4.0% | 151,104 | $10.6M |
| Advisory Services Network, LLC | 0.14% | Add +4.8% | 150,875 | $10.6M |
| Churchill Financial Advisors, LLC | 2.22% | Add +46.6% | 150,236 | $10.5M |
| Princeton Global Asset Management LLC | 1.72% | Reduce -22.8% | 150,142 | $10.5M |
| Thoroughbred Financial Services, LLC | 0.63% | Add +0.2% | 149,506 | $10.5M |
| Assetmark, Inc. | 0.02% | Add +1.2% | 148,866 | $10.4M |
| Forbes Financial Planning, Inc. | 6.02% | Add +4.6% | 148,531 | $10.4M |
| Eq LLC | 2.92% | Add +5.1% | 147,571 | $10.4M |
| Legacy Financial Advisors, Inc. | 1.43% | Reduce -13.9% | 145,807 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -15.5% | 145,509 | $10.2M |
| Essex Financial Services, Inc. | 0.57% | Reduce -4.6% | 144,330 | $10.1M |
| Shepherd Financial Partners LLC | 0.95% | Reduce -1.0% | 142,575 | $10.0M |
| Forte Asset Management LLC | 4.38% | Reduce -0.4% | 142,213 | $10.0M |
| Savant Capital, LLC | 0.05% | Reduce -6.8% | 142,056 | $10.0M |
| Capital Investment Counsel, LLC | 1.36% | Reduce -0.8% | 141,580 | $9.9M |
| Sterling Manor Financial, LLC | 6.21% | Reduce -12.6% | 141,477 | $9.9M |
| Prosperity Consulting Group, LLC | 0.44% | Add +0.5% | 141,364 | $9.9M |
| Sagespring Wealth Partners, LLC | 0.18% | Add +7.2% | 140,859 | $9.9M |
| Sound View Wealth Advisors Group, LLC | 0.67% | Reduce -4.0% | 140,729 | $9.9M |
| Sfam, LLC | 9.15% | Reduce -0.6% | 140,551 | $9.9M |
| Premier Path Wealth Partners, LLC | 1.29% | Reduce -13.0% | 140,535 | $9.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2477.8% | 140,462 | $9.9M |
| Davidson Investment Advisors | 0.42% | Add +3.4% | 140,115 | $9.8M |
| Modus Advisors, LLC | 2.70% | Reduce -10.0% | 139,913 | $9.8M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -3.3% | 139,677 | $9.8M |
| CVA Family Office, LLC | 1.02% | Add +18.7% | 137,948 | $9.7M |
| Strategic Blueprint, LLC | 0.56% | Reduce -0.6% | 136,548 | $9.6M |
| Ieq Capital, LLC | 0.04% | Add +0.4% | 136,526 | $9.6M |
| First Foundation Advisors | 0.38% | Add +70.7% | 135,076 | $9.5M |
| Mgo One Seven LLC | 0.19% | Add +3.6% | 134,761 | $9.5M |
| Consilio Wealth Advisors, LLC | 2.76% | Reduce -63.4% | 134,379 | $9.4M |
| D.A. Davidson & Co. | 0.06% | Reduce -3.1% | 133,476 | $9.4M |
| Harbour Investments, Inc. | 0.14% | Add +61.4% | 130,943 | $9.2M |
| HF Advisory Group, LLC | 3.13% | Add +3.3% | 130,852 | $9.2M |
| Aprio Wealth Management, LLC | 0.50% | Add +5.2% | 130,789 | $9.2M |
| Philip James Wealth Mangement, LLC | 1.10% | Reduce -31.8% | 128,961 | $9.1M |
| Custos Family Office, LLC | 6.27% | Reduce -3.6% | 128,907 | $9.0M |
| Bernard Wealth Management Corp. | 3.84% | Add +0.7% | 128,223 | $9.0M |
| Foundations Investment Advisors, LLC | 0.11% | Add +2.0% | 125,166 | $8.8M |
| Crews Bank & Trust | 1.27% | Add +1.4% | 124,712 | $8.8M |
| Stonebridge Financial Planning Group, LLC | 3.21% | Add +1.8% | 124,487 | $8.7M |
| Meridian Financial Advisors, LLC | 4.73% | Add +0.2% | 123,381 | $8.7M |
| Royal Fund Management, LLC | 0.83% | Reduce -3.5% | 123,218 | $8.6M |
| Yarger Wealth Strategies, LLC | 3.48% | Add +0.4% | 122,319 | $8.6M |
| Citadel Advisors | 0.01% | New | 122,200 | $8.6M |
| Sunbelt Securities, Inc. | 0.54% | Add +0.1% | 121,744 | $8.5M |
| Cresset Asset Management, LLC | 0.04% | Add +2.6% | 120,928 | $8.5M |
| Hoese & Co LLP | 6.30% | Add +5.9% | 120,865 | $8.5M |
| NorthRock Partners, LLC | 0.14% | Add +147.3% | 120,395 | $8.4M |
| Arkos Global Advisors | 1.06% | Add +2.8% | 120,231 | $8.4M |
| Johnson & White Wealth Management, LLC | 3.50% | Add +4.4% | 117,821 | $8.3M |
| Cwm, LLC | 0.02% | Reduce -0.3% | 117,213 | $8.2M |
| Madson Wealth Advisors Inc | 6.82% | — | 116,947 | $8.2M |
| HighPoint Advisor Group LLC | 0.34% | Reduce -1.5% | 116,503 | $8.2M |
| Parsons Capital Management Inc. | 0.37% | Add +17.1% | 116,427 | $8.2M |
| Wright Wealth LLC | 5.45% | Add +6.1% | 116,124 | $8.1M |
| Sheets Smith Wealth Management | 0.92% | Add +12.6% | 116,085 | $8.1M |
| ADG Wealth Management Group, LLC | 5.63% | Add +4.9% | 116,012 | $8.1M |
| Lineweaver Wealth Advisors, LLC | 1.10% | Reduce -8.1% | 115,707 | $8.1M |
| Crumly & Associates Inc. | 1.70% | Reduce -2.2% | 115,394 | $8.1M |
| Coastal Bridge Advisors, LLC | 0.57% | Reduce -1.2% | 114,957 | $8.1M |
| B. Riley Wealth Advisors, Inc. | 0.52% | Add +2.3% | 116,556 | $8.0M |
| Brookstone Capital Management | 0.09% | Add +373.6% | 114,131 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.25% | Reduce -3.4% | 114,094 | $8.0M |
| SOA Wealth Advisors, LLC. | 1.50% | Reduce -21.6% | 113,453 | $8.0M |
| Park Avenue Securities LLC | 0.06% | Add +0.9% | 113,449 | $8.0M |
| Hubbell Strickland Wealth Management, LLC | 3.15% | Add +6.9% | 112,608 | $7.9M |
| Integrated Investment Consultants, LLC | 1.68% | Add +0.8% | 112,432 | $7.9M |
| Physician Wealth Advisors, Inc. | 1.10% | Reduce -1.4% | 112,398 | $7.9M |
| AlphaCore Capital LLC | 0.19% | Add +2.0% | 112,349 | $7.9M |
| Arq Wealth Advisors, LLC | 1.42% | New | 112,240 | $7.9M |
| Fiduciary Alliance LLC | 0.48% | Add +3.6% | 108,856 | $7.9M |
| Matisse Capital | 3.36% | Reduce -0.7% | 111,607 | $7.8M |
| Alhambra Investment Management LLC | 3.58% | Add +0.7% | 110,523 | $7.8M |
| Quad-Cities Investment Group, LLC | 3.06% | Add +4.0% | 109,517 | $7.7M |
| Professional Financial Advisors, LLC | 1.56% | Add +6.5% | 109,328 | $7.7M |
| Autumn Glory Partners, LLC | 2.81% | Add +0.0% | 109,167 | $7.7M |
| LGL Partners, LLC | 3.15% | Add +2.6% | 109,043 | $7.7M |
| Tempo Wealth, LLC | 1.33% | Reduce -2.0% | 108,757 | $7.6M |
| Asset Dedication, LLC | 0.53% | Reduce -3.8% | 108,353 | $7.6M |
| Houlihan Financial Resource Group, Ltd. | 2.94% | Add +0.6% | 107,616 | $7.6M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -19.7% | 107,448 | $7.5M |
| Pearl Planning LLC | 4.00% | Add +4.8% | 106,525 | $7.5M |
| Wealth Group Ltd | 1.66% | Reduce -8.9% | 103,876 | $7.3M |
| Flagstar Securities, Inc. | 2.64% | Reduce -17.1% | 103,765 | $7.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 103,620 | $7.3M |
| Connecticut Wealth Management, LLC | 0.30% | No change | 101,100 | $7.1M |
| Concord Wealth Partners | 0.92% | Reduce -4.5% | 100,594 | $7.1M |
| Renaissance Technologies | 0.01% | Add +206.2% | 98,600 | $6.9M |
| Smith, Moore & Co. | 0.50% | Add +5.1% | 97,415 | $6.8M |
| Stratos Wealth Advisors, LLC | 0.42% | Reduce -1.9% | 97,287 | $6.8M |
| Kingswood Wealth Advisors, LLC | 0.32% | Add +9.8% | 96,710 | $6.8M |
| AtlasMark Financial, Inc | 4.36% | No change | 97,213 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +4.7% | 95,846 | $6.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -25.8% | 95,961 | $6.7M |
| Harbor Investment Advisory, LLC | 0.53% | Add +20.3% | 95,130 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +72.0% | 94,679 | $6.6M |
| Geneos Wealth Management Inc. | 0.15% | Add +1.0% | 94,450 | $6.6M |
| Talon Private Wealth, LLC | 0.88% | — | 94,257 | $6.6M |
| Csenge Advisory Group | 0.30% | Reduce -3.9% | 93,993 | $6.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 93,305 | $6.5M |
| Leigh Baldwin & Co., LLC | 4.23% | Add +4.0% | 93,174 | $6.5M |
| Diversify Wealth Management, LLC | 0.12% | Add +125.4% | 89,533 | $6.5M |
| Carr Financial Group Corp | 1.71% | Add +70.2% | 92,365 | $6.5M |
| Blair William & Co. | 0.02% | Add +3.0% | 92,225 | $6.5M |
| Independent Advisor Alliance | 0.07% | New | 90,847 | $6.4M |
| Flagship Capital Management Inc. | 4.67% | Reduce -2.0% | 90,599 | $6.4M |
| Cornell Pochily Investment Advisors, Inc. | 1.85% | Add +2.2% | 89,651 | $6.3M |
| Towercrest Capital Management | 0.97% | Add +5.1% | 88,990 | $6.2M |
| Nest Investments, LLC | 5.05% | Add +5.5% | 88,510 | $6.2M |
| Tme Financial, Inc. | 4.24% | Reduce -3.6% | 87,220 | $6.1M |
| Larson Financial Group LLC | 0.19% | Add +2.3% | 86,424 | $6.1M |
| Visionary Wealth Advisors | 0.27% | Add +0.9% | 86,175 | $6.0M |
| GAMMA Investing LLC | 0.28% | Add +6.7% | 85,328 | $6.0M |
| Merit Financial Group, LLC | 0.04% | Reduce -15.9% | 84,155 | $5.9M |
| GC Wealth Management RIA, LLC | 0.24% | Add +93.8% | 83,691 | $5.9M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.5% | 83,315 | $5.8M |
| Marino, Stram & Associates LLC | 1.05% | Add +1.0% | 83,100 | $5.8M |
| Ashton Thomas Securities, LLC | 0.73% | New | 82,543 | $5.8M |
| Stillwater Wealth Management Group | 3.57% | Add +10.6% | 82,297 | $5.8M |
| Cascade Financial Partners, LLC | 0.59% | Add +0.2% | 81,896 | $5.7M |
| Level Four Advisory Services, LLC | 0.19% | Reduce -1.5% | 81,534 | $5.7M |
| LexAurum Advisors, LLC | 0.74% | — | 81,448 | $5.7M |
| NewEdge Wealth, LLC | 0.07% | Add +2.0% | 81,403 | $5.7M |
| Principal Securities, Inc. | 0.08% | Reduce -0.7% | 81,165 | $5.7M |
| IHT Wealth Management, LLC | 0.13% | Add +12.0% | 81,104 | $5.7M |
| World Investment Advisors | 0.09% | Reduce -1.9% | 80,568 | $5.7M |
| JPL Wealth Management, LLC | 1.28% | Reduce -1.1% | 79,341 | $5.6M |
| Keenan, LLC | 4.70% | Reduce -16.9% | 80,064 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.7% | 79,181 | $5.6M |
| Cadia Private Client LLC | 4.50% | Reduce -3.1% | 78,941 | $5.5M |
| Concord Asset Management, LLC | 0.91% | Reduce -5.6% | 76,524 | $5.4M |
| Pacific Financial Group Inc. | 2.88% | Reduce -5.9% | 76,255 | $5.4M |
| Red Tortoise LLC | 2.22% | Reduce -0.3% | 75,221 | $5.3M |
| Financial Perspectives, Inc | 1.47% | Add +8.3% | 75,182 | $5.3M |
| DDFG, Inc | 1.13% | Add +6.6% | 74,900 | $5.3M |
| Composition Wealth, LLC | 0.07% | Reduce -3.2% | 74,310 | $5.2M |
| US Bancorp \de | 0.01% | Reduce -22.7% | 73,880 | $5.2M |
| Benjamin Edwards Inc. | 0.05% | Add +4.8% | 73,255 | $5.1M |
| Flagship Wealth Advisors, LLC | 2.21% | Reduce -28.5% | 80,369 | $5.1M |
| Western Wealth Management, LLC | 0.20% | Add +27.8% | 72,950 | $5.1M |
| Accretive Wealth Partners, LLC | 1.43% | Add +0.0% | 72,151 | $5.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +0.3% | 72,100 | $5.1M |
| Glen Eagle Advisors, LLC | 0.71% | Reduce -6.1% | 71,722 | $5.0M |
| Carlson Financial, Inc. | 2.93% | Add +4.0% | 70,865 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.9% | 70,504 | $4.9M |
| Endowment Wealth Management, Inc. | 2.18% | Add +6.0% | 70,170 | $4.9M |
| Founders Financial Securities LLC | 0.28% | Reduce -8.3% | 67,503 | $4.9M |
| Smith Thornton Advisors LLC | 2.46% | Reduce -0.8% | 69,466 | $4.9M |
| Integrity Alliance, Llc. | 0.19% | Reduce -3.6% | 69,378 | $4.9M |
| Samalin Investment Counsel, LLC | 1.68% | Reduce -2.4% | 67,301 | $4.7M |
| Tranquility Partners, LLC | 1.77% | Add +1.3% | 68,205 | $4.7M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +1485.1% | 65,276 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +22.5% | 65,077 | $4.6M |
| Tudor Investment Corporation | 0.02% | New | 64,927 | $4.6M |
| Verdence Capital Advisors LLC | 0.26% | Add +6.6% | 63,829 | $4.5M |
| Compass Capital Corp. /Ma/ | 1.60% | Add +1.7% | 60,983 | $4.5M |
| Lynch Investment Planning, LLC | 4.00% | Add +0.8% | 63,487 | $4.5M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Reduce -3.3% | 63,401 | $4.4M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -1.4% | 61,004 | $4.4M |
| Beacon Bridge Wealth Partners, LLC | 1.49% | Add +8.3% | 63,226 | $4.4M |
| Arete Wealth Advisors, LLC | 0.33% | Reduce -18.1% | 62,426 | $4.4M |
| Calton & Associates, Inc. | 0.63% | Add +0.3% | 62,343 | $4.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +101.5% | 62,248 | $4.4M |
| Howe & Rusling Inc. | 0.28% | Add +15.8% | 61,940 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +27.0% | 61,692 | $4.3M |
| Beacon Financial Advisory LLC | 0.98% | Add +3.5% | 61,624 | $4.3M |
| Titleist Asset Management, LLC | 0.33% | Reduce -0.2% | 61,579 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +24.1% | 61,136 | $4.3M |
| Goldstone Financial Group, LLC | 0.46% | Reduce -4.2% | 60,178 | $4.2M |
| Family Legacy, Inc. | 1.26% | Reduce -4.4% | 59,997 | $4.2M |
| Innovative Wealth Building LLC | 2.93% | Reduce -0.9% | 59,350 | $4.2M |
| Strategic Financial Concepts, LLC | 1.02% | Add +26.2% | 59,016 | $4.1M |
| Indivisible Partners | 0.37% | Add +14.7% | 58,889 | $4.1M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.3% | 58,678 | $4.1M |
| Measured Wealth Private Client Group, LLC | 1.11% | No change | 57,981 | $4.1M |
| IFP Advisors, Inc | 0.08% | Reduce -3.8% | 57,589 | $4.0M |
| Intellus Advisors LLC | 0.55% | Add +5.5% | 57,280 | $4.0M |
| Capital International Investors | 0.00% | Add +0.9% | 56,603 | $4.0M |
| Milestone Asset Management Group, LLC | 2.32% | Reduce -4.1% | 56,590 | $4.0M |
| AQR Capital Management | 0.00% | Add +22.8% | 56,290 | $4.0M |
| RFG Advisory, LLC | 0.07% | Add +2.9% | 56,267 | $3.9M |
| SevenBridge Financial Group, LLC | 0.62% | Reduce -1.1% | 54,151 | $3.9M |
| JB Capital LLC | 0.16% | Add +12.4% | 56,261 | $3.9M |
| Thrive Capital Management, LLC | 0.86% | Reduce -4.8% | 55,906 | $3.9M |
| Vista Cima Wealth Management LLC | 3.87% | Reduce -29.8% | 55,765 | $3.9M |
| Focused Alpha, LLC | 1.20% | Add +4.0% | 55,424 | $3.9M |
| RVW Wealth, LLC | 0.30% | Reduce -0.5% | 55,282 | $3.9M |
| Creative Financial Designs Inc. | 0.23% | Add +1.6% | 54,722 | $3.8M |
| Lantern Wealth Advisors, LLC | 1.96% | Add +5.0% | 54,398 | $3.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Add +3.3% | 53,806 | $3.8M |
| Directional Asset Management | 3.45% | Add +2.8% | 53,778 | $3.8M |
| Integrated Advisors Network LLC | 0.20% | Reduce -50.2% | 53,766 | $3.8M |
| Riverbend Wealth Management, LLC | 2.34% | Add +3.3% | 53,518 | $3.8M |
| Gateway Wealth Partners, LLC | 0.14% | Add +394.5% | 52,986 | $3.7M |
| Perryman Financial Advisory Inc. | 0.55% | Add +6.6% | 52,635 | $3.7M |
| Cambridge Financial Group, LLC | 1.25% | Add +2.2% | 52,617 | $3.7M |
| Ring Mountain Capital, LLC | 1.99% | Add +1.4% | 51,936 | $3.6M |
| Guidance Point Advisors, LLC | 0.88% | Add +0.1% | 51,398 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +4.6% | 51,363 | $3.6M |
| Keystone Financial Group | 0.25% | Add +5.3% | 51,127 | $3.6M |
| Norway Savings Bank | 1.68% | Add +3.1% | 50,497 | $3.5M |
| Vise Technologies, Inc. | 0.07% | No change | 50,636 | $3.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.21% | Reduce -1.1% | 50,063 | $3.5M |
| Smartleaf Asset Management LLC | 0.12% | Add +14.8% | 50,141 | $3.5M |
| Independent Financial Group, LLC | 0.08% | Add +0.2% | 49,246 | $3.5M |
| WBH Advisory Inc. | 0.25% | Add +4.0% | 48,469 | $3.4M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +11.6% | 48,448 | $3.4M |
| Snowden Capital Advisors LLC | 0.09% | Add +2.8% | 48,316 | $3.4M |
| Brown Advisory Inc. | 0.01% | Reduce -9.5% | 47,785 | $3.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +3.5% | 47,108 | $3.3M |
| Fermata Advisors, LLC | 0.74% | Reduce -4.5% | 46,906 | $3.3M |
| Weaver Consulting Group | 0.78% | Add +0.1% | 46,758 | $3.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.85% | Add +2.7% | 46,449 | $3.3M |
| MBE Wealth Management, LLC | 1.34% | Reduce -1.6% | 45,987 | $3.2M |
| Oak Asset Management, LLC | 1.11% | Add +0.0% | 45,962 | $3.2M |
| WCG Wealth Advisors LLC | 0.09% | Add +21.8% | 45,926 | $3.2M |
| Hilltop Holdings Inc. | 0.29% | Add +193.2% | 45,736 | $3.2M |
| VestGen Advisors, LLC | 0.09% | Add +6.5% | 43,430 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -2.8% | 45,123 | $3.2M |
| Vision Retirement, LLC | 0.90% | Reduce -10.8% | 44,943 | $3.2M |
| AE Wealth Management LLC | 0.02% | Reduce -7.2% | 44,697 | $3.1M |
| Financial Concepts Unlimited, Inc. | 2.79% | — | 44,421 | $3.1M |
| Storen Legacy Partners, LLC | 0.98% | Reduce -59.5% | 44,338 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +8.1% | 43,417 | $3.0M |
| Arax Advisory Partners | 0.08% | Add +180.3% | 42,680 | $3.0M |
| Winthrop Advisory Group LLC | 0.24% | Add +0.1% | 41,229 | $2.9M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -2.5% | 40,911 | $2.9M |
| Leo Wealth, LLC | 0.21% | Reduce -1.3% | 40,692 | $2.9M |
| Red Crane Wealth Management, LLC | 2.35% | Add +3.4% | 40,667 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Reduce -1.0% | 40,435 | $2.8M |
| GSG Advisors LLC | 0.74% | Add +1.7% | 40,343 | $2.8M |
| Bank of Montreal | 0.00% | Reduce -21.1% | 40,341 | $2.8M |
| Flavin Financial Services, Inc. | 1.89% | Add +2.1% | 40,118 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +0.8% | 40,003 | $2.8M |
| Bonfire Financial | 2.09% | Add +3.5% | 39,663 | $2.8M |
| Tennessee Valley Asset Management Partners | 0.37% | Reduce -3.3% | 39,525 | $2.8M |
| Summit Wealth Partners, LLC | 0.44% | Add +1.1% | 39,316 | $2.8M |
| Capital Developers, LLC | 2.48% | Reduce -2.6% | 39,276 | $2.8M |
| Centerpoint Advisory Group | 2.07% | Add +11.1% | 39,260 | $2.8M |
| KCM Investment Advisors LLC | 0.09% | No change | 38,992 | $2.7M |
| OMNI 360 Wealth, Inc. | 1.41% | Add +0.3% | 38,904 | $2.7M |
| Echo Wealth Management, LLC | 1.57% | Reduce -30.9% | 38,874 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +18.6% | 38,622 | $2.7M |
| MFA Wealth Services | 1.78% | Reduce -4.3% | 38,403 | $2.7M |
| APS Management Group, Inc. | 2.30% | Reduce -3.2% | 38,307 | $2.7M |
| Wedmont Private Capital | 0.09% | Add +0.4% | 37,239 | $2.7M |
| Forza Wealth Management, LLC | 0.92% | No change | 37,693 | $2.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.3% | 37,338 | $2.6M |
| Axxcess Wealth Management, LLC | 0.08% | Add +4.4% | 37,313 | $2.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.39% | No change | 37,294 | $2.6M |
| Advisory Alpha, LLC | 0.07% | Add +8.8% | 37,293 | $2.6M |
| Old Mission Investment Co LLC | 0.60% | Add +0.7% | 36,731 | $2.6M |
| 4J Wealth Management LLC | 1.46% | Reduce -0.4% | 36,560 | $2.6M |
| Perennial Investment Advisors, LLC | 0.20% | Reduce -11.3% | 36,509 | $2.6M |
| Counterweight Ventures, LLC | 1.43% | Add +14.9% | 36,280 | $2.5M |
| Hazlett, Burt & Watson, Inc. | 0.77% | Reduce -6.3% | 35,047 | $2.5M |
| Probity Advisors, Inc. | 0.38% | Reduce -0.6% | 34,467 | $2.4M |
| 180 Wealth Advisors, LLC | 0.28% | Reduce -10.2% | 34,455 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.6% | 34,395 | $2.4M |
| CoreCap Advisors, LLC | 0.08% | Add +4.5% | 33,674 | $2.4M |
| Islay Capital Management, LLC | 1.20% | Add +56.7% | 33,367 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -0.2% | 33,223 | $2.3M |
| National Bank of Canada | 0.00% | Add +86.2% | 33,211 | $2.3M |
| Thompson David Blair | 1.33% | Add +85.9% | 33,143 | $2.3M |
| TD Capital Management LLC | 0.21% | Add +0.6% | 33,087 | $2.3M |
| Financial Insights, Inc. | 0.75% | Reduce -1.4% | 33,010 | $2.3M |
| Southland Equity Partners LLC | 0.45% | Reduce -3.3% | 32,587 | $2.3M |
| Clarity Asset Management, Inc. | 1.15% | Add +3891.2% | 32,488 | $2.3M |
| Sterling Wealth Advisors Inc | 1.29% | No change | 30,897 | $2.3M |
| Gallacher Capital Management LLC | 0.87% | Add +0.1% | 32,181 | $2.3M |
| Westfuller Advisors, LLC | 0.97% | Reduce -4.4% | 32,073 | $2.3M |
| Aspiriant, LLC | 0.06% | Add +4.9% | 31,647 | $2.2M |
| Beacon Financial Planning, Inc. | 0.85% | Add +47.6% | 31,406 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.45% | Add +3.2% | 31,236 | $2.2M |
| Crewe Advisors LLC | 0.19% | Add +13.6% | 31,102 | $2.2M |
| Retirement Planning Group, LLC | 0.07% | Reduce -9.1% | 31,054 | $2.2M |
| MidAtlantic Capital Management, Inc. | 1.50% | Add +0.8% | 31,003 | $2.2M |
| Post Resch Tallon Group Inc. | 1.75% | Add +1.1% | 30,647 | $2.2M |
| Sterling Investment Counsel, LLC | 0.60% | Reduce -4.5% | 30,656 | $2.2M |
| Sowa Financial Group, Inc. | 1.07% | Reduce -1.0% | 30,655 | $2.2M |
| Ruggaard & Associates LLC | 0.85% | Add +5.1% | 30,642 | $2.2M |
| Objective Capital Management, LLC | 2.17% | Reduce -9.3% | 30,594 | $2.1M |
| Selby Wealth Management, LLC | 0.84% | Add +0.0% | 30,533 | $2.1M |
| Bouvel Investment Partners, LLC | 0.62% | Add +11.4% | 30,503 | $2.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.34% | Add +18.2% | 30,498 | $2.1M |
| Curated Wealth Partners LLC | 0.27% | No change | 30,460 | $2.1M |
| ATX Financial Planning, LLC | 1.62% | Reduce -34.1% | 30,383 | $2.1M |
| LMCG Investments, LLC | 0.13% | Add +0.2% | 30,362 | $2.1M |
| Alliance Wealth Management Group | 0.46% | Add +6.8% | 30,257 | $2.1M |
| Keudell/Morrison Wealth Management | 0.43% | Add +15.9% | 30,036 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +1.1% | 29,966 | $2.1M |
| Centurion Wealth Management LLC | 0.47% | Reduce -0.4% | 29,784 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -1.1% | 29,639 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -39.8% | 29,500 | $2.1M |
| Money Concepts Capital Corp. | 0.11% | Add +3.8% | 29,461 | $2.1M |
| Whalerock Point Partners, LLC | 0.41% | Add +4.1% | 29,416 | $2.1M |
| Bailard, Inc. | 0.05% | Reduce -17.9% | 29,351 | $2.1M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +7.5% | 28,966 | $2.0M |
| Spirepoint Private Client, LLC | 0.19% | Reduce -34.8% | 28,912 | $2.0M |
| Ellis Investment Partners, LLC | 0.35% | Reduce -3.8% | 28,899 | $2.0M |
| Northside Capital Management, LLC | 0.18% | No change | 28,700 | $2.0M |
| Gouws Capital LLC | 1.06% | Add +0.9% | 28,579 | $2.0M |
| Spire Wealth Management | 0.07% | Add +6.4% | 28,527 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.1% | 28,451 | $2.0M |
| Anchor Investment Management, LLC | 0.17% | Add +12.0% | 28,278 | $2.0M |
| Bluedoor Private Wealth, LLC | 0.92% | Add +0.9% | 28,242 | $2.0M |
| Emissary Wealth LLC | 1.86% | Reduce -1.7% | 28,227 | $2.0M |
| Rodgers & Associates, LTD | 0.20% | Reduce -1.8% | 28,203 | $2.0M |
| Drive Wealth Management, LLC | 0.42% | Add +6.5% | 28,132 | $2.0M |
| Quest 10 Wealth Builders, Inc. | 1.73% | Add +1.9% | 28,113 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +28.4% | 28,095 | $2.0M |
| Prism Advisors, Inc. | 0.52% | No change | 28,002 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.21% | Reduce -31.8% | 27,740 | $1.9M |
| Vanguard National Trust Co | 0.12% | — | 27,719 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Add +11.0% | 27,367 | $1.9M |
| Williams & Novak, LLC | 1.44% | Reduce -2.8% | 27,268 | $1.9M |
| Sound Stewardship, LLC | 0.87% | Reduce -3.2% | 27,208 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +20.0% | 27,067 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +1.6% | 26,986 | $1.9M |
| Beckerman Institutional, LLC | 1.00% | Add +0.7% | 26,775 | $1.9M |
| First Bancorp, Inc | 0.92% | Add +1.4% | 26,331 | $1.8M |
| Camden National Bank | 0.25% | Reduce -1.0% | 26,304 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +1.6% | 26,289 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.5% | 25,900 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -11.9% | 25,710 | $1.8M |
| Certified Advisory Corp | 0.16% | Reduce -2.6% | 25,519 | $1.8M |
| Clear Creek Financial Management, LLC | 0.14% | Add +2.9% | 25,465 | $1.8M |
| PFG Advisors | 0.09% | Add +4.8% | 25,454 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.59% | Add +0.4% | 25,898 | $1.8M |
| TritonPoint Partners, LLC | 0.65% | Add +412.7% | 25,055 | $1.8M |
| Biondo Investment Advisors, LLC | 0.22% | Add +0.7% | 24,928 | $1.7M |
| Joel Isaacson & Co., LLC | 0.06% | Add +9.4% | 24,227 | $1.7M |
| Nottingham Advisors, Inc. | 0.22% | No change | 24,121 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | Add +0.0% | 24,053 | $1.7M |
| First National Trust Co | 0.06% | Reduce -5.6% | 23,806 | $1.7M |
| Grey Ledge Advisors, LLC | 0.38% | Add +0.3% | 23,692 | $1.7M |
| Legacy Wealth Advisors, LLC | 0.85% | No change | 23,617 | $1.7M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Reduce -62.4% | 23,403 | $1.7M |
| Kapstone Financial Advisors LLC | 0.81% | Reduce -0.4% | 23,508 | $1.6M |
| First Heartland Consultants, Inc. | 0.13% | Add +1.9% | 23,501 | $1.6M |
| Empowered Funds, LLC | 0.01% | Reduce -10.9% | 23,229 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Add +52.2% | 23,085 | $1.6M |
| Venture Visionary Partners LLC | 0.05% | Add +2.4% | 23,057 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.8% | 23,013 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.1% | 22,924 | $1.6M |
| Mendel Money Management | 0.67% | Reduce -4.7% | 22,763 | $1.6M |
| Ascentis Wealth Management, LLC | 0.34% | Add +87.5% | 22,687 | $1.6M |
| Roman Butler Fullerton & Co. | 0.44% | Reduce -6.9% | 22,048 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -63.1% | 22,288 | $1.6M |
| Ranch Capital Advisors Inc. | 0.57% | Add +3.4% | 22,274 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.47% | Reduce -2.2% | 22,225 | $1.6M |
| Cambria Investment Management, L.P. | 0.09% | Reduce -7.0% | 22,209 | $1.6M |
| DecisionMap Wealth Management, LLC | 1.01% | New | 22,206 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.56% | Reduce -15.5% | 22,180 | $1.6M |
| Gilpin Wealth Management, LLC | 1.23% | Add +1.0% | 22,140 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.47% | Add +3.2% | 21,966 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.19% | Reduce -0.4% | 21,782 | $1.5M |
| Fiduciary Group, LLC | 0.13% | Reduce -3.6% | 21,779 | $1.5M |
| Symphony Financial, Ltd. Co. | 0.20% | Add +33.2% | 21,968 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Add +6.1% | 21,285 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.37% | Reduce -15.2% | 21,262 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +7.9% | 21,165 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.5% | 21,083 | $1.5M |
| Teamwork Financial Advisors, LLC | 0.16% | Add +7.6% | 20,953 | $1.5M |
| Occidental Asset Management, LLC | 0.17% | No change | 20,888 | $1.5M |
| Decker Retirement Planning Inc. | 0.66% | Add +4.7% | 20,863 | $1.5M |
| Pallas Capital Advisors LLC | 0.05% | Add +0.0% | 20,556 | $1.4M |
| CRA Financial Services, LLC | 0.19% | Add +0.1% | 20,443 | $1.4M |
| Kirtland Hills Capital Management, LLC | 0.45% | No change | 19,607 | $1.4M |
| MLP3, LLC | 1.58% | Add +1.3% | 20,323 | $1.4M |
| Clarkston Capital Partners, LLC | 0.11% | Reduce -86.0% | 20,145 | $1.4M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -0.7% | 19,442 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.22% | Add +3.8% | 20,123 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -17.1% | 20,072 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +8.0% | 20,003 | $1.4M |
| Opulen Financial Group LLC | 0.99% | Add +0.4% | 19,966 | $1.4M |
| Uptick Partners, LLC | 0.28% | Add +0.6% | 19,808 | $1.4M |
| Alteri Wealth LLC | 0.45% | Add +9.6% | 19,741 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -88.8% | 19,714 | $1.4M |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -7.2% | 19,370 | $1.4M |
| Harbor Advisory Corp. | 0.41% | Reduce -21.1% | 19,323 | $1.4M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 19,127 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.19% | Add +0.1% | 19,080 | $1.3M |
| Claro Advisors Inc. | 0.16% | Add +0.5% | 18,944 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -13.3% | 18,822 | $1.3M |
| Valley National Advisers Inc. | 0.17% | Add +1.1% | 18,754 | $1.3M |
| NCM Capital Management, LLC | 0.47% | Reduce -3.1% | 18,719 | $1.3M |
| Brio Consultants, LLC | 0.16% | Reduce -14.9% | 17,849 | $1.3M |
| Kovack Advisors, Inc. | 0.07% | Reduce -47.3% | 18,563 | $1.3M |
| Insight Advisors, LLC/ PA | 0.25% | Reduce -26.3% | 18,364 | $1.3M |
| Snowwater Investment Partners, LLC | 1.21% | Add +1.9% | 18,225 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 18,180 | $1.3M |
| Avantra Family Wealth, Inc. | 0.95% | Add +6.9% | 18,173 | $1.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.04% | No change | 18,147 | $1.3M |
| Elite Financial, Inc. | 0.57% | Reduce -13.2% | 18,106 | $1.3M |
| Nwam LLC | 0.07% | Add +1.3% | 18,059 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Add +19.4% | 18,012 | $1.3M |
| Essex Bank | 0.28% | Reduce -4.7% | 17,946 | $1.3M |
| Immaculate Wealth Management LLC | 9.89% | — | 17,832 | $1.3M |
| Investment Partners Asset Management, Inc. | 0.77% | Add +8.1% | 17,799 | $1.2M |
| Addison Capital Co | 0.22% | New | 17,715 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | Add +0.3% | 17,680 | $1.2M |
| Norden Group LLC | 0.12% | Reduce -2.7% | 17,611 | $1.2M |
| Pasadena Private Wealth, LLC | 0.17% | Add +3.3% | 17,610 | $1.2M |
| Ehrlich Financial Group | 0.71% | Reduce -2.4% | 17,551 | $1.2M |
| PKS Advisory Services, LLC | 0.29% | Add +6.2% | 17,520 | $1.2M |
| Sequent Planning LLC | 0.30% | Reduce -3.9% | 17,518 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Add +1.1% | 17,441 | $1.2M |
| Sound Financial Strategies Group, LLC | 0.83% | Reduce -14.8% | 17,346 | $1.2M |
| BOS Asset Management, LLC | 0.31% | Add +135.5% | 17,309 | $1.2M |
| Cedarwood Wealth LLC | 1.22% | Add +3.0% | 17,227 | $1.2M |
| McLean Asset Management Corp | 0.21% | Add +2.1% | 17,162 | $1.2M |
| Invst, LLC | 0.14% | Reduce -26.9% | 17,141 | $1.2M |
| Freestate Advisors LLC | 0.96% | Add +2.2% | 17,120 | $1.2M |
| Wealth Management Associates, Inc. | 0.41% | Add +17.7% | 17,055 | $1.2M |
| Human Investing LLC | 0.17% | Add +0.7% | 17,029 | $1.2M |
| Mosaic Financial Group, LLC | 0.83% | Add +0.1% | 16,706 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -13.2% | 16,570 | $1.2M |
| Smithfield Trust Co | 0.05% | Add +24.6% | 16,395 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.0% | 16,405 | $1.2M |
| Sovran Advisors, LLC | 0.09% | Add +2.3% | 15,539 | $1.1M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -1.1% | 16,271 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -11.8% | 16,203 | $1.1M |
| Element Pointe Advisors, LLC | 0.21% | No change | 16,121 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +4.4% | 16,048 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -1.6% | 16,028 | $1.1M |
| Ipsen Advisor Group LLC | 0.79% | Reduce -3.0% | 15,998 | $1.1M |
| Magnus Financial Group LLC | 0.09% | Reduce -9.6% | 15,875 | $1.1M |
| Pacific Park Financial, Inc. | 0.73% | Add +81.8% | 15,856 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -2.8% | 15,815 | $1.1M |
| Paladin Advisory Group, LLC | 0.84% | Reduce -0.7% | 15,789 | $1.1M |
| Investment Partners, LTD. | 0.39% | Reduce -9.3% | 15,682 | $1.1M |
| Krilogy Financial LLC | 0.04% | Reduce -7.0% | 15,157 | $1.1M |
| Bluesphere Advisors LLC | 0.39% | Add +46.7% | 15,619 | $1.1M |
| IPG Investment Advisors LLC | 0.19% | No change | 15,575 | $1.1M |
| LongView Wealth Management | 0.27% | Add +8.9% | 15,107 | $1.1M |
| PW Nova Financial Services LLC | 0.30% | New | 15,558 | $1.1M |
| Balentine LLC | 0.04% | Reduce -10.8% | 15,468 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -2.2% | 15,314 | $1.1M |
| Brandywine Oak Private Wealth LLC | 0.09% | No change | 15,224 | $1.1M |
| Advance Capital Management, Inc. | 0.04% | Reduce -1.8% | 15,208 | $1.1M |
| Commonwealth Financial Services, LLC | 0.17% | Reduce -4.8% | 15,200 | $1.1M |
| Cascades Capital Asset Management, LLC | 0.45% | Add +1.2% | 15,159 | $1.1M |
| Commerce Bank | 0.01% | Add +55.3% | 15,149 | $1.1M |
| Worth Asset Management, LLC | 0.39% | New | 15,017 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -24.9% | 15,001 | $1.1M |
| LBMC Investment Advisors, LLC | 0.06% | No change | 15,000 | $1.1M |
| Legacy Trust | 0.20% | No change | 14,992 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +3.1% | 14,912 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +8.2% | 14,895 | $1.0M |
| Haverford Trust Co | 0.01% | Reduce -2.1% | 14,850 | $1.0M |
| Opal Wealth Advisors, LLC | 0.24% | Add +1.1% | 14,837 | $1.0M |
| Stokes Family Office, LLC | 0.11% | Add +3.3% | 14,829 | $1.0M |
| Cauble & Harre Wealth Management, Inc. | 0.83% | No change | 14,180 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | No change | 14,602 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 14,598 | $1.0M |
| Ayrshire Capital Management LLC | 0.53% | Add +30.6% | 14,539 | $1.0M |
| National Philanthropic Trust | 0.01% | Add +93.3% | 14,500 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +14.1% | 14,382 | $1.0M |
| Keybank National Association | 0.00% | Add +18.1% | 14,299 | $1.0M |
| Coquina Private Wealth LLC | 0.79% | Reduce -13.5% | 13,906 | $976K |
| Centaurus Financial, Inc. | 0.05% | Add +2.9% | 13,897 | $975K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 13,308 | $970K |
| NFSG Corp | 0.16% | Reduce -11.5% | 13,794 | $968K |
| Investment Advisory Group, LLC | 0.25% | Add +0.1% | 13,774 | $967K |
| Skyline Advisors, Inc. | 0.33% | New | 13,577 | $953K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -7.2% | 13,573 | $953K |
| Warner Financial, Inc. | 0.33% | No change | 13,552 | $951K |
| Delos Wealth Advisors, LLC | 0.54% | No change | 13,473 | $946K |
| Eastern Bank | 0.02% | Reduce -36.6% | 13,290 | $933K |
| ARS Investment Partners, LLC | 0.05% | Reduce -1.6% | 13,261 | $931K |
| GM Advisory Group, LLC | 0.04% | Add +72.0% | 13,255 | $930K |
| Pinnacle Bancorp, Inc. | 0.27% | Add +2.3% | 13,248 | $930K |
| Bessemer Group Inc. | 0.00% | Add +4259.1% | 13,208 | $927K |
| Daybright Advisory Services, Inc. | 0.25% | Reduce -0.9% | 13,089 | $919K |
| Tranquilli Financial Advisor LLC | 0.54% | Reduce -2.5% | 13,085 | $918K |
| WealthCare Investment Partners, LLC | 0.25% | Reduce -3.5% | 13,039 | $913K |
| Allium Financial Advisors, LLC | 0.73% | No change | 13,002 | $912K |
| Novem Group | 0.10% | Add +0.5% | 12,989 | $912K |
| Astoria Portfolio Advisors LLC. | 0.19% | No change | 12,526 | $909K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.5% | 12,784 | $897K |
| MWA Asset Management | 0.49% | Reduce -2.6% | 12,771 | $896K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -8.3% | 12,659 | $888K |
| Resonant Capital Advisors, LLC | 0.05% | No change | 12,579 | $883K |
| HUB Investment Partners, LLC | 0.02% | Add +32.2% | 12,477 | $876K |
| Modern Wealth Management, LLC | 0.01% | Reduce -12.8% | 12,430 | $873K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Reduce -0.2% | 12,344 | $866K |
| McAdam, LLC | 0.04% | Add +25.9% | 12,343 | $866K |
| Central Pacific Bank - Trust Division | 0.11% | Add +4.2% | 12,227 | $858K |
| Evernest Financial Advisors, LLC | 0.18% | No change | 11,797 | $856K |
| River Wealth Advisors LLC | 0.10% | No change | 12,195 | $856K |
| Flagship Private Wealth, LLC | 0.35% | Add +3.0% | 12,175 | $854K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +4.1% | 12,157 | $853K |
| Fairvoy Private Wealth, LLC | 0.20% | Reduce -0.8% | 12,071 | $847K |
| American State Bank (Iowa) | 0.41% | Add +4.5% | 12,037 | $845K |
| Element Wealth, LLC | 0.35% | Reduce -0.6% | 12,032 | $844K |
| Gilbert Capital Group, Inc. | 0.65% | No change | 12,024 | $844K |
| Zhang Financial LLC | 0.03% | Reduce -3.8% | 12,011 | $843K |
| Adell Harriman & Carpenter Inc. | 0.05% | Reduce -2.6% | 11,988 | $841K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -7.0% | 11,936 | $838K |
| Roxbury Financial LLC | 0.75% | Add +0.3% | 11,928 | $837K |
| Insight Wealth Strategies, LLC | 0.09% | Reduce -0.4% | 11,895 | $835K |
| Fort Sheridan Advisors LLC | 0.10% | Add +9.3% | 11,758 | $825K |
| International Assets Investment Management, LLC | 0.06% | Add +0.7% | 11,691 | $821K |
| Brighton Jones LLC | 0.02% | New | 11,682 | $820K |
| Focus Financial Network, Inc. | 0.03% | Add +3.4% | 11,681 | $820K |
| Herold Advisors, Inc. | 0.18% | Reduce -21.6% | 11,647 | $817K |
| Root Financial Partners, LLC | 0.04% | Reduce -13.9% | 11,632 | $816K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +5.2% | 11,539 | $810K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 11,498 | $807K |
| Clarus Wealth Advisors | 0.34% | Add +3.1% | 11,428 | $806K |
| Montis Financial, LLC | 0.17% | Reduce -1.7% | 11,448 | $803K |
| Modera Wealth Management, LLC | 0.01% | Add +11.5% | 11,424 | $802K |
| M&T Bank Corp | 0.00% | Add +153.6% | 11,349 | $796K |
| Hobbs Group Advisors, LLC | 0.24% | Add +6.3% | 11,346 | $796K |
| Olde Wealth Management, LLC | 0.25% | No change | 11,324 | $794K |
| Compass Financial Services Inc | 0.34% | Reduce -2.6% | 11,300 | $793K |
| Merited Wealth, LLC | 0.65% | Add +12.2% | 11,219 | $787K |
| Syon Capital LLC | 0.04% | Add +16.0% | 11,080 | $778K |
| Aspen Wealth Management LLC | 0.15% | Reduce -0.1% | 10,982 | $771K |
| West Wealth Group, LLC | 0.15% | Reduce -0.3% | 10,859 | $762K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -7.8% | 10,689 | $750K |
| Guardian Capital, LLC | 0.72% | Add +4.4% | 10,685 | $750K |
| Principle Wealth Partners LLC | 0.04% | Add +0.1% | 10,668 | $749K |
| HBW Advisory Services LLC | 0.08% | Reduce -1.0% | 10,656 | $748K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -6.8% | 10,265 | $747K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.7% | 10,636 | $746K |
| Savvy Advisors, Inc. | 0.02% | Reduce -21.6% | 10,616 | $745K |
| PFG Investments, LLC | 0.03% | Add +0.5% | 10,578 | $742K |
| Prosperity Bancshares Inc | 0.59% | Add +32.9% | 10,531 | $739K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -1.4% | 10,518 | $738K |
| Beacon Harbor Wealth Advisors, Inc. | 0.15% | No change | 10,513 | $738K |
| Latitude Advisors, LLC | 0.34% | Add +6.7% | 10,457 | $734K |
| Caprock Group, LLC | 0.02% | Reduce -11.2% | 10,456 | $734K |
| Liberty Wealth Management LLC | 0.09% | Add +10.5% | 10,426 | $732K |
| Albion Financial Group | 0.05% | No change | 10,373 | $728K |
| SigFig Wealth Management, LLC | 0.02% | Add +2.8% | 10,371 | $728K |
| Carnegie Investment Counsel | 0.01% | Add +1.2% | 10,366 | $727K |
| LifePlan Financial, LLC | 0.54% | Reduce -7.4% | 10,335 | $725K |
| Round Rock Advisors LLC | 0.11% | Reduce -4.6% | 10,301 | $723K |
| Biltmore Family Office, LLC | 0.10% | No change | 10,247 | $719K |
| Horizon Investment Services, LLC | 0.25% | Reduce -0.2% | 10,240 | $719K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -14.3% | 10,228 | $718K |
| Rik Saylor Financial, Inc. | 0.55% | Add +0.2% | 10,224 | $718K |
| PCA Investment Advisory Services Inc. | 0.24% | Reduce -20.5% | 10,115 | $710K |
| Brasada Capital Management, LP | 0.13% | Reduce -0.6% | 10,011 | $707K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 10,025 | $704K |
| Investment Research Partners LLC | 0.29% | Add +9.4% | 10,010 | $702K |
| Wick Capital Partners, LLC | 0.13% | New | 4,822 | $701K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 9,974 | $700K |
| Allen Capital Group, LLC | 0.06% | Add +0.9% | 9,900 | $695K |
| AMG National Trust Bank | 0.01% | Add +181.9% | 9,826 | $690K |
| Glenview Trust Co | 0.01% | Add +10.6% | 9,822 | $689K |
| Pinnacle Financial Group, LLC / IL | 0.19% | Add +16.8% | 9,806 | $688K |
| Comprehensive Financial Planning, Inc. | 0.47% | Reduce -0.3% | 9,768 | $686K |
| W Advisors, LLC | 0.35% | No change | 9,697 | $681K |
| Arrowroot Family Office, LLC | 0.22% | Add +17.6% | 9,635 | $676K |
| CVFG LLC | 0.08% | Add +45.2% | 9,573 | $672K |
| Everpar Advisors LLC | 0.23% | Add +0.5% | 9,521 | $668K |
| Hanson & Doremus Investment Management | 0.08% | Reduce -7.4% | 9,507 | $667K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.6% | 9,115 | $665K |
| MSH Capital Advisors LLC | 0.14% | Reduce -9.9% | 9,364 | $657K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +6.8% | 9,274 | $651K |
| StoneX Group Inc. | 0.03% | Reduce -65.1% | 9,242 | $649K |
| Arsenal Capital Advisors LLC | 0.47% | Add +220.2% | 9,230 | $648K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -13.6% | 9,215 | $647K |
| Monetary Solutions, Ltd | 0.62% | Add +53705.9% | 9,147 | $642K |
| Sunburst Financial Group, LLC | 0.12% | Add +97.0% | 9,140 | $641K |
| Pioneer Family Office, LLC | 0.45% | Reduce -83.5% | 9,130 | $641K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +0.0% | 9,121 | $640K |
| Ignite Planners, LLC | 0.10% | Reduce -0.9% | 9,123 | $640K |
| RFG - Bristol Wealth Advisors, LLC | 0.17% | Reduce -1.4% | 9,094 | $638K |
| Michels Family Financial, LLC | 0.46% | Reduce -0.9% | 9,079 | $637K |
| City State Bank | 0.16% | Add +21.0% | 9,012 | $632K |
| Guidance Capital, Inc. | 0.14% | Reduce -67.2% | 8,602 | $631K |
| EFG International AG | 0.01% | Reduce -26.4% | 8,927 | $626K |
| Wealth Effects LLC | 0.22% | Add +5.2% | 8,899 | $625K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 8,884 | $623K |
| Vines Capital Management, LLC | 0.61% | Add +0.8% | 8,789 | $617K |
| ONE Advisory Partners, LLC | 0.19% | Reduce -5.8% | 8,766 | $615K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -1.5% | 8,664 | $608K |
| Rollins Financial Advisors, LLC | 0.10% | Add +33.4% | 8,652 | $607K |
| Anchyra Partners LLC | 0.18% | New | 8,650 | $607K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -12.3% | 8,640 | $606K |
| Motley Fool Wealth Management, LLC | 0.07% | Reduce -49.4% | 8,633 | $606K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.6% | 8,601 | $604K |
| Prepared Retirement Institute LLC | 0.30% | Add +0.7% | 8,590 | $603K |
| Financial Partners Group, Inc | 0.07% | Reduce -2.4% | 8,528 | $598K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -16.4% | 8,475 | $595K |
| TRUE Private Wealth Advisors | 0.06% | Add +3.3% | 8,473 | $595K |
| Fidelis Wealth Advisors LLC | 0.86% | Add +0.5% | 8,455 | $593K |
| ASL Financial, LLC | 0.47% | No change | 8,399 | $589K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Reduce -9.3% | 8,382 | $588K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +4.7% | 8,369 | $587K |
| Jordan Park Group LLC | 0.03% | Add +18.4% | 8,287 | $582K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $580K |
| Betterment LLC | 0.00% | Add +14.4% | 8,252 | $579K |
| Redwood Financial Network Corp | 0.38% | Reduce -3.7% | 8,250 | $579K |
| Scott & Selber, Inc. | 0.15% | Add +0.0% | 8,239 | $578K |
| Bolthouse Investments, LLC | 0.52% | New | 8,214 | $576K |
| Tandem Financial, LLC | 0.19% | New | 8,171 | $573K |
| Geneva Partners, LLC | 0.27% | Add +17.6% | 8,149 | $572K |
| Hegarty Advisors, LLC | 0.45% | Add +15.1% | 8,148 | $572K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -22.4% | 8,140 | $571K |
| Wells Financial Advisors INC | 2.59% | Reduce -44.7% | 8,120 | $570K |
| Breakwater Capital Group | 0.08% | Add +0.7% | 8,102 | $569K |
| Alta Wealth Advisors LLC | 0.18% | Add +12.0% | 8,073 | $567K |
| Merkkuri Wealth Advisors LLC | 0.37% | Reduce -0.3% | 8,055 | $565K |
| Godfrey Financial Associates, Inc. | 0.48% | Add +9.6% | 8,000 | $561K |
| Diversified Trust Co. | 0.01% | No change | 7,998 | $561K |
| Veracity Capital LLC | 0.20% | Reduce -8.9% | 7,967 | $559K |
| Lincoln Capital LLC | 0.11% | Reduce -14.7% | 7,968 | $559K |
| Advisor OS, LLC | 0.04% | Add +129.0% | 7,952 | $558K |
| Whitener Capital Management, Inc. | 0.13% | No change | 7,912 | $555K |
| Piedmont Capital Management, LLC | 0.37% | New | 7,861 | $552K |
| Bell Bank | 0.02% | Reduce -0.6% | 7,856 | $551K |
| Rothschild Investment LLC | 0.03% | Add +7.8% | 7,765 | $545K |
| Ascentis Independent Advisors | 0.04% | New | 7,754 | $544K |
| Old National Bancorp | 0.01% | Reduce -0.8% | 7,721 | $542K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 7,692 | $540K |
| Apollon Financial, LLC | 0.07% | Add +0.3% | 7,683 | $539K |
| Dakota Wealth Management | 0.01% | Add +60.6% | 7,635 | $536K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.4% | 7,607 | $534K |
| Evermay Wealth Management LLC | 0.06% | Add +10.3% | 7,603 | $534K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -1.3% | 7,599 | $533K |
| Prospect Financial Services LLC | 0.33% | Add +66.5% | 7,593 | $533K |
| Silverlake Wealth Management LLC | 0.11% | Add +4.8% | 7,590 | $533K |
| Whelan Financial | 0.17% | Reduce -5.3% | 7,587 | $532K |
| Marshall Financial Group, LLC | 0.09% | Reduce -1.9% | 7,563 | $531K |
| Inscription Capital, LLC | 0.06% | Add +0.0% | 7,530 | $528K |
| Intrepid Capital Management Inc. | 0.25% | No change | 7,479 | $525K |
| Headinvest, LLC | 0.11% | Reduce -9.3% | 7,475 | $525K |
| Romano Brothers and Company | 0.06% | Add +16.4% | 7,373 | $517K |
| Selective Wealth Management, Inc. | 0.15% | New | 7,108 | $517K |
| Paces Ferry Wealth Advisors, LLC | 0.22% | Add +0.3% | 7,356 | $516K |
| Vanguard Advisers Inc. | 0.00% | — | 7,323 | $514K |
| Kraft, Davis & Associates, LLC | 0.11% | Reduce -16.7% | 6,946 | $512K |
| BCU Wealth Advisors, LLC | 0.19% | Reduce -0.7% | 7,281 | $511K |
| Atlantic Family Wealth, LLC | 0.37% | Reduce -1.9% | 7,230 | $507K |
| Stanich Group LLC | 0.38% | Add +0.0% | 7,175 | $504K |
| Soundwatch Capital LLC | 0.06% | Add +16.5% | 7,171 | $503K |
| Brady Family Wealth, LLC | 0.16% | Add +0.1% | 7,143 | $501K |
| Sig Brokerage, LP | 0.14% | No change | 7,133 | $501K |
| Fisher Asset Management | 0.00% | Add +100.9% | 7,073 | $496K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -0.9% | 7,068 | $496K |
| Potentia Wealth | 0.19% | No change | 7,064 | $496K |
| Avant Capital LLC | 0.34% | Add +16.7% | 6,987 | $490K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 6,940 | $487K |
| Capital Advantage, Inc. | 0.06% | No change | 6,934 | $487K |
| First City Capital Management, Inc. | 0.26% | No change | 6,929 | $486K |
| Core Wealth Advisors, Inc. | 0.12% | No change | 6,917 | $485K |
| Tactive Advisors, LLC | 0.14% | Reduce -0.4% | 6,839 | $480K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +19.9% | 6,837 | $480K |
| Riverchase Wealth Management, LLC | 0.25% | No change | 6,835 | $480K |
| Sepio Capital, LP | 0.03% | No change | 6,832 | $479K |
| National Wealth Management Group, LLC | 0.18% | Reduce -0.4% | 6,831 | $479K |
| Regatta Capital Group, LLC | 0.07% | Add +60.6% | 6,813 | $478K |
| Range Advisory, LLC | 0.09% | Add +7.1% | 6,796 | $477K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,842 | $475K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,702 | $470K |
| AdvisorNet Financial, Inc | 0.02% | Add +5.1% | 6,700 | $470K |
| Oakmont Advisory Group, LLC | 0.48% | Add +4.1% | 6,670 | $468K |
| Midwest Trust Co | 0.01% | Add +24.8% | 6,664 | $468K |
| Demars Financial Group, LLC | 0.15% | Reduce -2.9% | 6,636 | $466K |
| Triad Wealth Partners, LLC | 0.04% | Add +4.7% | 6,633 | $466K |
| Regal Investment Advisors LLC | 0.03% | Add +12.5% | 6,553 | $460K |
| BKM Wealth Management, LLC | 0.17% | Reduce -6.5% | 6,549 | $460K |
| 360 Financial, Inc. | 0.14% | No change | 6,546 | $459K |
| Clark Asset Management, LLC | 0.04% | New | 6,541 | $459K |
| Blue Trust, Inc. | 0.01% | Add +20.7% | 6,538 | $459K |
| Obermeyer Wealth Partners | 0.02% | No change | 6,534 | $459K |
| Diversified Management Inc. | 0.08% | New | 6,530 | $458K |
| Fortis Advisors, LLC | 0.23% | Add +29.0% | 6,504 | $456K |
| Destination Wealth Management | 0.01% | Add +8.8% | 6,501 | $456K |
| Ballast Financial Advisors LLC | 0.47% | Add +11.3% | 6,464 | $454K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 6,402 | $449K |
| Wetzel Investment Advisors, Inc. | 0.18% | Add +88.7% | 6,349 | $446K |
| Mandatum Life Insurance Co Ltd | 0.10% | No change | 6,331 | $444K |
| Bay Capital Advisors, LLC | 0.27% | Add +0.1% | 6,318 | $443K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $442K |
| Mendel Capital Management LLC | 0.22% | — | 6,275 | $440K |
| Sovereign Financial Group, Inc. | 0.08% | No change | 6,260 | $439K |
| Procyon Advisors, LLC | 0.02% | Add +39.7% | 6,243 | $438K |
| American Wealth Advisors, LLC | 0.46% | Reduce -11.9% | 6,235 | $438K |
| Empire Financial Management Company, LLC | 0.10% | Add +0.5% | 6,232 | $437K |
| Envision Financial Transparency, LLC | 0.42% | — | 6,220 | $437K |
| PlanVest Financial, Inc | 0.33% | — | 6,140 | $431K |
| Clearstead Advisors, LLC | 0.00% | Add +511.6% | 6,134 | $430K |
| Invested Advisors | 0.43% | Add +16.3% | 6,131 | $430K |
| Brian Low Financial Group, LLC | 0.29% | Reduce -2.2% | 6,122 | $430K |
| Allred Capital Management, LLC | 0.16% | Add +21.1% | 6,108 | $429K |
| Private Capital Management, LLC | 0.04% | Add +18.2% | 6,020 | $422K |
| GWN Securities Inc. | 0.08% | Reduce -1.9% | 5,986 | $420K |
| Athena Wealth Management, LLC | 0.34% | Reduce -1.9% | 5,953 | $418K |
| Dynamic Financial Group | 0.34% | Add +0.2% | 5,924 | $416K |
| Woodmont Investment Counsel LLC | 0.03% | New | 5,902 | $414K |
| NorthCoast Asset Management LLC | 0.01% | Add +0.4% | 5,899 | $414K |
| FSB Premier Wealth Management, Inc. | 0.13% | Reduce -0.7% | 5,898 | $414K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -8.3% | 5,896 | $414K |
| OneAscent Financial Services LLC | 0.02% | New | 5,872 | $412K |
| Alterna Wealth Management, Inc. | 0.31% | Reduce -4.7% | 5,871 | $412K |
| Strategic Wealth Investment Group, LLC | 0.05% | Add +0.5% | 5,842 | $410K |
| Investment Planning Advisors, Inc. | 0.11% | Add +5.9% | 5,839 | $410K |
| GW&K Investment Management, LLC | 0.00% | Reduce -1.9% | 5,826 | $409K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -0.8% | 5,822 | $409K |
| River's Edge Wealth Management, LLC | 0.38% | Add +35.6% | 5,603 | $408K |
| Formidable Asset Management, LLC | 0.06% | No change | 5,849 | $406K |
| Apella Capital, LLC | 0.01% | Add +27.4% | 5,520 | $404K |
| Ellenbecker Investment Group | 0.05% | Reduce -2.7% | 5,754 | $404K |
| RDA Financial Network | 0.10% | Reduce -1.3% | 5,740 | $403K |
| Vident Advisory, LLC | 0.00% | No change | 5,703 | $400K |
| PGIM Custom Harvest LLC | 0.01% | No change | 5,701 | $400K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,634 | $395K |
| LVW Advisors, LLC | 0.04% | No change | 5,627 | $395K |
| Lee Financial Co | 0.06% | Reduce -11.2% | 5,611 | $394K |
| Tandem Capital Management Corp. | 0.20% | No change | 5,606 | $393K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 5,558 | $390K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +4.3% | 5,541 | $389K |
| Insight Wealth Partners, LLC | 0.16% | Add +5.7% | 5,529 | $388K |
| Future Financial Wealth Managment LLC | 0.25% | Add +0.0% | 5,324 | $385K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | No change | 5,479 | $385K |
| Key Financial Inc | 0.07% | Add +0.6% | 5,458 | $383K |
| Financial Security Advisor, Inc. | 0.07% | Add +0.5% | 5,416 | $380K |
| Abound Financial, LLC | 0.17% | Reduce -5.3% | 5,406 | $379K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $379K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 5,392 | $378K |
| Sapient Capital LLC | 0.01% | Add +50.0% | 5,386 | $378K |
| Castle Wealth Management LLC | 0.12% | Add +0.1% | 5,354 | $376K |
| South Plains Financial, Inc. | 0.22% | No change | 5,345 | $375K |
| Facet Wealth, Inc. | 0.01% | Reduce -13.6% | 5,338 | $375K |
| Integrity Investment Advisors, LLC | 0.20% | Add +6.0% | 5,322 | $373K |
| Rinkey Investments | 0.10% | No change | 5,304 | $372K |
| Addison Advisors LLC | 0.08% | No change | 5,268 | $370K |
| Evoke Wealth, LLC | 0.01% | Add +0.4% | 5,253 | $369K |
| Milestone Asset Management, LLC | 0.07% | New | 5,225 | $367K |
| Cornerstone Financial Management LLC | 0.34% | Reduce -1.9% | 5,207 | $365K |
| Northwest Wealth Advisors, LLC | 0.26% | Add +0.5% | 5,199 | $365K |
| ABLE Financial Group, LLC | 0.07% | New | 5,187 | $364K |
| Sachetta, LLC | 0.20% | Reduce -0.9% | 5,170 | $363K |
| Oak Harvest Investment Services | 0.04% | Reduce -0.6% | 5,153 | $362K |
| Investment Management Trust, LLC | 0.35% | — | 5,127 | $360K |
| Navis Wealth Advisors, LLC | 0.18% | No change | 5,115 | $359K |
| Goepper Burkhardt LLC | 0.12% | No change | 5,110 | $359K |
| KFA Private Wealth Group, LLC | 0.09% | Add +36.8% | 5,101 | $358K |
| Greykasell Wealth Strategies, Inc. | 0.14% | No change | 5,088 | $357K |
| Sanchez Wealth Management Group | 0.08% | Add +0.2% | 5,082 | $357K |
| Two Sigma Securities, LLC | 0.04% | New | 5,070 | $356K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 5,059 | $355K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.1% | 5,003 | $351K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.0% | 5,001 | $351K |
| Elevation Wealth Management LLC | 0.32% | Add +0.9% | 4,991 | $350K |
| Welch & Forbes LLC | 0.00% | Add +65.7% | 4,967 | $349K |
| Clear Investment Research, LLC | 0.55% | Reduce -4.5% | 4,964 | $348K |
| Philadelphia Trust Co. | 0.02% | No change | 4,935 | $346K |
| Odyssey Capital Advisors, Inc. | 0.31% | No change | 4,917 | $345K |
| Empower Advisory Group, LLC | 0.00% | Add +12.1% | 4,895 | $344K |
| Carl P. Sherr & Co., LLC | 0.16% | No change | 4,876 | $342K |
| Capital Square, LLC | 0.16% | Add +16.3% | 4,666 | $340K |
| Stage Harbor Financial, LLC | 0.22% | New | 4,809 | $337K |
| CX Institutional | 0.01% | Reduce -11.9% | 4,802 | $337K |
| Blue Chip Partners, LLC | 0.02% | Add +2.9% | 4,792 | $336K |
| Ethos Financial Group, LLC | 0.02% | Reduce -0.5% | 4,783 | $336K |
| Traynor Capital Management, Inc. | 0.02% | Add +17.7% | 4,854 | $335K |
| Chatterton & Associates Inc. | 0.23% | Reduce -0.4% | 4,630 | $335K |
| Commonwealth Retirement Investments LLC | 0.10% | Reduce -2.0% | 4,768 | $335K |
| HFG Advisors, Inc. | 0.24% | No change | 4,767 | $335K |
| CGN Advisors LLC | 0.03% | No change | 4,709 | $330K |
| TrustBank | 0.13% | Reduce -9.0% | 4,700 | $330K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +478.4% | 4,697 | $330K |
| MOR Wealth Management, LLC | 0.15% | Reduce -0.6% | 4,682 | $329K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +12.7% | 4,645 | $326K |
| West Michigan Advisors, LLC | 0.07% | Reduce -38.9% | 4,643 | $326K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,619 | $324K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,600 | $323K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -2.4% | 4,574 | $321K |
| Community Trust & Investment Co. | 0.02% | Reduce -7.4% | 4,544 | $319K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -0.3% | 4,536 | $318K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.5% | 4,518 | $318K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.2% | 4,516 | $317K |
| Noble Family Wealth, LLC | 0.07% | No change | 4,516 | $317K |
| Arthur M. Cohen & Associates, LLC | 0.06% | No change | 4,500 | $316K |
| Basso Capital Management, L.P. | 0.19% | No change | 4,500 | $316K |
| Curtis Advisory Group, LLC | 0.07% | No change | 4,500 | $316K |
| Blue Zone Wealth Advisors, LLC | 0.06% | No change | 4,500 | $316K |
| Continuum Advisory, LLC | 0.03% | Reduce -10.8% | 4,496 | $316K |
| Greater Midwest Financial Group, LLC | 0.17% | Reduce -13.6% | 4,492 | $315K |
| Balance Wealth Partners LLC | 0.10% | Reduce -1.5% | 4,487 | $315K |
| Integras Partners LLC | 0.21% | Add +3.9% | 4,465 | $313K |
| Wellington Shields & Co., LLC | 0.08% | New | 4,448 | $312K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -14.1% | 4,444 | $312K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -31.5% | 4,443 | $312K |
| Eastover Investment Advisors LLC | 0.13% | Reduce -6.2% | 4,396 | $308K |
| S.E.E.D. Planning Group LLC | 0.09% | Reduce -14.5% | 4,377 | $307K |
| SP Asset Management LLC | 0.03% | Add +0.3% | 4,362 | $306K |
| Squire Investment Management Company, LLC | 0.08% | No change | 4,353 | $305K |
| Point Windward Advisors Inc. | 0.15% | Add +19.3% | 4,330 | $304K |
| Mascoma Wealth Management LLC | 0.06% | No change | 4,296 | $301K |
| Bogart Wealth, LLC | 0.01% | Add +11.4% | 4,192 | $294K |
| Connecticut Capital Management Group, LLC | 0.28% | No change | 4,187 | $294K |
| Randolph Co Inc | 0.03% | Add +16.3% | 4,181 | $293K |
| Two West Capital Advisors LLC | 0.16% | Add +5.7% | 4,033 | $293K |
| Waterfront Wealth Inc. | 0.05% | Reduce -0.4% | 4,148 | $291K |
| Concorde Asset Management, LLC | 0.14% | Reduce -23.1% | 4,127 | $290K |
| Davis R M Inc. | 0.01% | Reduce -3.4% | 4,120 | $289K |
| Klingman & Associates, LLC | 0.01% | Reduce -2.4% | 4,100 | $288K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +6.2% | 4,023 | $282K |
| Stonebrook Private Inc. | 0.06% | Add +0.1% | 4,018 | $282K |
| Guardian Partners Inc. | 0.02% | Add +0.0% | 4,001 | $282K |
| Integrity Financial Corp | 0.14% | Add +0.5% | 4,002 | $281K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.3% | 3,972 | $279K |
| SageView Advisory Group, LLC | 0.01% | Reduce -34.7% | 3,967 | $278K |
| Balefire, LLC | 0.05% | Add +14.1% | 3,952 | $277K |
| Cedar Wealth Management, LLC | 0.08% | No change | 3,934 | $276K |
| Berger Financial Group, Inc | 0.02% | Add +1.6% | 3,918 | $275K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +4.7% | 3,916 | $275K |
| Crestwood Advisors Group, LLC | 0.00% | Add +0.0% | 3,909 | $274K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 3,899 | $274K |
| Ascent Group, LLC | 0.01% | Add +2.2% | 3,882 | $272K |
| Nicolet Bankshares Inc. | 0.01% | New | 3,879 | $272K |
| Avail Investment Partners, LLC | 0.29% | — | 3,879 | $272K |
| GDS Wealth Management | 0.02% | Reduce -1.3% | 3,873 | $272K |
| Kelly Financial Services LLC | 0.07% | Reduce -4.9% | 3,872 | $272K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $272K |
| Sightline Wealth Advisors, LLC | 0.11% | Reduce -77.6% | 3,837 | $269K |
| Orrstown Financial Services Inc. | 0.04% | Reduce -26.8% | 3,821 | $268K |
| BIP Wealth, LLC | 0.01% | New | 3,784 | $266K |
| United Advisor Group, LLC | 0.03% | Reduce -2.2% | 3,783 | $265K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -0.0% | 3,783 | $265K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.1% | 3,751 | $263K |
| J. R. Prunier Capital Management LLC | 0.11% | Reduce -0.5% | 3,750 | $263K |
| Westside Investment Management, Inc. | 0.04% | Add +0.1% | 3,746 | $263K |
| Nalls Sherbakoff Group, LLC | 0.19% | No change | 3,742 | $263K |
| Planning Directions Inc. | 0.13% | Add +5.4% | 3,742 | $263K |
| Note Advisors, LLC | 0.13% | Reduce -6.2% | 3,685 | $259K |
| Calamos Wealth Management LLC | 0.01% | Reduce -9.7% | 3,683 | $258K |
| Calamos Advisors LLC | 0.00% | New | 3,683 | $258K |
| Forum Financial Management, LP | 0.00% | Add +20.6% | 3,676 | $258K |
| Strathmore Capital Advisors, Inc. | 0.07% | New | 3,534 | $257K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.0% | 3,655 | $256K |
| Annex Advisory Services, LLC | 0.00% | Reduce -22.4% | 3,647 | $256K |
| M3 Advisory Group, LLC | 0.16% | No change | 3,631 | $255K |
| Brogan Financial, Inc. | 0.11% | Add +0.5% | 3,630 | $255K |
| MTM Investment Management, LLC | 0.08% | No change | 3,629 | $255K |
| IFG Advisors, LLC | 0.04% | New | 3,626 | $254K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,610 | $253K |
| AIMZ Investment Advisors, LLC | 0.08% | Reduce -55.6% | 3,598 | $253K |
| Atwood & Palmer Inc. | 0.01% | New | 3,598 | $252K |
| Edgestream Partners, L.P. | 0.01% | Reduce -43.5% | 3,597 | $252K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 3,588 | $252K |
| Security Financial Services, INC. | 0.04% | No change | 3,561 | $250K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 3,558 | $250K |
| Northeast Financial Group, Inc. | 0.07% | Reduce -24.3% | 3,552 | $250K |
| Second Line Capital, LLC | 0.05% | Add +6.0% | 3,360 | $248K |
| Goldstein Advisors, LLC | 0.03% | Add +0.4% | 3,527 | $248K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.0% | 3,515 | $247K |
| Next Level Private LLC | 0.06% | New | 3,513 | $247K |
| Heritage Wealth Management, Inc./Texas | 0.10% | No change | 3,501 | $246K |
| Apeiron RIA LLC | 0.06% | Add +0.5% | 3,489 | $245K |
| Visionary Horizons, LLC | 0.12% | Reduce -12.4% | 3,461 | $243K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +3.0% | 3,453 | $242K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +41.9% | 3,419 | $240K |
| Wrenne Financial Planning LLC | 0.09% | No change | 3,411 | $239K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $239K |
| Aureus Asset Management, LLC | 0.02% | New | 3,400 | $239K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -15.5% | 3,397 | $238K |
| TFR Capital, LLC. | 0.07% | Add +1.5% | 3,384 | $237K |
| Sharp Wealth Advisory, LLC | 0.12% | Add +4.3% | 3,361 | $236K |
| Traphagen Investment Advisors LLC | 0.02% | Add +3.1% | 3,358 | $236K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -15.4% | 3,332 | $234K |
| Mattern Capital Management, LLC | 0.03% | Reduce -3.5% | 3,320 | $233K |
| Acute Investment Advisory, LLC | 2.61% | Add +11.2% | 3,317 | $233K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -1.8% | 3,316 | $233K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 3,316 | $233K |
| Family Capital Management, Inc. | 0.10% | No change | 3,307 | $232K |
| Legacy Edge Advisors, LLC | 0.02% | Reduce -30.5% | 3,301 | $232K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $232K |
| Leuthold Group, LLC | 0.02% | No change | 3,295 | $231K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +4.4% | 3,293 | $231K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $231K |
| FWL Investment Management, LLC | 0.05% | Add +7.6% | 3,290 | $231K |
| Pathfinder Wealth Consulting, Inc. | 0.15% | No change | 3,281 | $230K |
| Drucker Wealth 3.0, LLC | 0.04% | Reduce -9.5% | 3,274 | $230K |
| Pennsylvania Capital Management Inc. | 0.07% | Reduce -0.1% | 3,264 | $229K |
| L & S Advisors Inc | 0.03% | No change | 3,258 | $229K |
| NWF Advisory Services Inc. | 0.03% | Add +0.5% | 3,230 | $227K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 3,224 | $226K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 3,220 | $226K |
| Peak Retirement Planning, Inc. | 0.04% | Reduce -23.1% | 3,218 | $226K |
| Town Capital LLC | 0.18% | New | 3,210 | $225K |
| Landmark Wealth Management, LLC | 0.06% | Add +0.5% | 3,206 | $225K |
| Costello Asset Management, INC | 0.08% | No change | 3,206 | $225K |
| Wealth Architects, LLC | 0.02% | No change | 3,206 | $225K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -0.6% | 3,202 | $225K |
| Prosperity Financial Group, Inc. | 0.08% | Add +5.0% | 3,193 | $224K |
| Brand Asset Management Group, Inc. | 0.06% | New | 3,188 | $224K |
| Polaris Investment Advisors, LLC | 0.16% | Reduce -0.8% | 3,184 | $223K |
| Legacy Financial Group LLC | 0.03% | No change | 3,161 | $222K |
| Covenant Asset Management, LLC | 0.05% | New | 3,151 | $221K |
| Lanark Financial, Inc. | 0.02% | Add +29.7% | 3,147 | $221K |
| Mission Hills Financial Advisory, LLC | 0.11% | Add +0.3% | 3,139 | $220K |
| Elevated Financial Group LLC | 0.07% | No change | 3,132 | $220K |
| Bannerstone Capital Management, LLC | 0.20% | Add +3.9% | 3,129 | $220K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.2% | 3,109 | $218K |
| Argent Trust Co | 0.01% | No change | 3,106 | $218K |
| Simplicity Wealth,LLC | 0.01% | New | 3,095 | $217K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 3,094 | $217K |
| Owen LaRue, LLC | 0.08% | Add +0.1% | 3,093 | $217K |
| Zacks Investment Management | 0.00% | Add +0.5% | 3,086 | $217K |
| One Capital Management, LLC | 0.01% | No change | 3,062 | $215K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,052 | $214K |
| Kirkwood Financial Services | 0.07% | Add +0.5% | 3,009 | $211K |
| Guardian Asset Advisors, LLC | 0.12% | Reduce -13.0% | 3,007 | $211K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,000 | $211K |
| BNC Wealth Management, LLC | 0.06% | No change | 2,951 | $207K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | New | 2,940 | $206K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -22.8% | 2,924 | $205K |
| HRT Financial LP | 0.00% | New | 2,923 | $205K |
| LFG Wealth Partners, LLC | 0.12% | New | 2,872 | $202K |
| Belpointe Asset Management LLC | 0.01% | New | 2,863 | $201K |
| Westbourne Investments, Inc. | 0.10% | New | 2,850 | $200K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -22.5% | 2,830 | $199K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -9.2% | 2,770 | $194K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,733 | $192K |
| Valued Wealth Advisors LLC | 0.08% | No change | 2,729 | $192K |
| Russell Investments Group, Ltd. | 0.00% | Add +127.6% | 2,613 | $183K |
| Barrett & Company, Inc. | 0.06% | No change | 2,600 | $182K |
| Stone House Investment Management, LLC | 0.03% | Add +0.4% | 2,577 | $181K |
| Portfolio Resources Advisor Group, Inc. | 0.18% | Add +8.9% | 2,575 | $181K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.3% | 2,522 | $177K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,449 | $172K |
| Obsidian Cio, LLC | 0.15% | Add +54.8% | 2,375 | $167K |
| 3 Factor Indexing, LLC | 0.16% | — | 2,355 | $165K |
| Ameriflex Group, Inc. | 0.08% | Add +13.7% | 2,295 | $161K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $161K |
| First Horizon Corp. | 0.01% | No change | 2,283 | $160K |
| Hamrick Investment Counsel, llc | 0.08% | New | 2,167 | $152K |
| Community Financial Services Group, LLC | 0.03% | New | 2,141 | $150K |
| NorthAvenue LLC | 0.12% | Reduce -7.4% | 2,127 | $149K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,105 | $148K |
| CrossGen Wealth, LLC | 0.13% | No change | 2,097 | $147K |
| Deutsche Bank AG | 0.00% | Reduce -10.2% | 2,080 | $146K |
| Archer Investment Corp | 0.03% | Add +0.1% | 2,036 | $143K |
| Toth Financial Advisory Corp. | 0.02% | New | 2,035 | $143K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 1,994 | $140K |
| Sound Income Strategies, LLC | 0.01% | Add +78.6% | 1,979 | $139K |
| Signaturefd, LLC | 0.00% | Add +89.0% | 1,901 | $133K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,831 | $129K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,800 | $126K |
| American Capital Advisory, LLC | 0.05% | Add +0.2% | 1,798 | $126K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 1,790 | $126K |
| Marshall Investment Management, LLC | 0.06% | New | 1,776 | $125K |
| Glassman Wealth Services | 0.02% | No change | 1,769 | $124K |
| Signature Equity Partners, LLC | 0.07% | Add +2.9% | 1,748 | $123K |
| Rossby Financial, LCC | 0.03% | Add +373.6% | 1,738 | $122K |
| Caitlin John, LLC | 0.07% | Reduce -4.9% | 1,698 | $119K |
| EPG Wealth Management LLC | 0.03% | Add +0.4% | 1,693 | $119K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.5% | 1,677 | $118K |
| Adkins Seale Capital Management LLC | 0.12% | Add +4.7% | 1,668 | $117K |
| West Branch Capital LLC | 0.03% | Add +21.3% | 1,661 | $117K |
| Hoey Investments, Inc. | 0.02% | No change | 1,653 | $116K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,603 | $112K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -5.9% | 1,600 | $112K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,589 | $112K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 1,583 | $111K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,520 | $107K |
| Hollencrest Capital Management | 0.00% | Add +4.1% | 1,506 | $106K |
| Gleason Group, Inc. | 0.01% | Add +0.5% | 1,495 | $105K |
| Noble Wealth Management PBC | 0.05% | No change | 1,450 | $102K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,443 | $101K |
| Certuity, LLC | 0.01% | Reduce -60.8% | 1,444 | $101K |
| Quent Capital, LLC | 0.01% | Reduce -4.3% | 1,391 | $98K |
| Versant Capital Management, Inc | 0.01% | Add +0.5% | 1,296 | $91K |
| Mosley Wealth Management | 0.04% | New | 1,282 | $87K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +0.5% | 1,237 | $87K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $85K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,190 | $84K |
| NBT Bank, N.A. | 0.01% | New | 1,189 | $83K |
| SJS Investment Consulting Inc. | 0.01% | New | 1,150 | $81K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -4.9% | 1,149 | $81K |
| Bayban | 0.07% | No change | 1,146 | $80K |
| Lloyd Advisory Services, LLC. | 0.02% | Add +12600.0% | 1,143 | $80K |
| Kingdom Financial Group LLC. | 0.02% | Add +115.3% | 1,143 | $80K |
| Bokf, NA | 0.00% | Reduce -44.7% | 1,134 | $80K |
| Imprint Wealth LLC | 0.36% | No change | 1,118 | $78K |
| West Financial Advisors, LLC | 0.01% | No change | 1,098 | $77K |
| CDKV Holdings LLC | 0.07% | No change | 1,083 | $76K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,066 | $75K |
| Dorato Capital Management | 0.05% | No change | 978 | $70K |
| Lazard Asset Management LLC | 0.00% | No change | 1,000 | $70K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 988 | $70K |
| Lodestone Wealth Management LLC | 0.03% | No change | 977 | $69K |
| Bfsg, LLC | 0.01% | No change | 974 | $68K |
| Copia Wealth Management | 0.05% | Reduce -1.0% | 968 | $68K |
| Trask Adam Roland | 0.06% | — | 950 | $67K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -80.4% | 874 | $64K |
| Hilltop National Bank | 0.02% | No change | 904 | $63K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $63K |
| WPG Advisers, LLC | 0.05% | Reduce -54.0% | 895 | $63K |
| Community Bank, N.A. | 0.01% | No change | 886 | $62K |
| Hilton Head Capital Partners, LLC | 0.04% | Add +0.3% | 885 | $62K |
| Dunhill Financial, LLC | 0.01% | Reduce -0.1% | 884 | $62K |
| High Point Wealth Management, LLC | 0.06% | Add +0.5% | 876 | $61K |
| Newton One Investments LLC | 0.02% | No change | 862 | $61K |
| Red Reef Advisors LLC | 0.06% | No change | 862 | $60K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 850 | $60K |
| Longview Financial Advisors, Inc. | 0.04% | New | 831 | $58K |
| Bulwark Capital Corp | 0.04% | Reduce -13.1% | 824 | $58K |
| Mather Group, Llc. | 0.00% | New | 824 | $58K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 820 | $58K |
| Synergy Investment Management, LLC | 0.02% | New | 809 | $57K |
| Tripletail Wealth Management, LLC | 0.08% | No change | 800 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 793 | $56K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 783 | $55K |
| Family Manage LLC | 0.01% | No change | 771 | $54K |
| Access Investment Management LLC | 0.01% | No change | 760 | $53K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $53K |
| Clark Wealth Partners | 0.04% | Add +0.4% | 744 | $52K |
| Bellevue Asset Management, LLC | 0.03% | Add +11.7% | 728 | $51K |
| Magnolia Wealth Management, LLC | 0.03% | New | 693 | $49K |
| Heritage Wealth Advisors | 0.00% | Reduce -22.8% | 686 | $48K |
| JNBA Financial Advisors | 0.00% | Reduce -9.5% | 684 | $48K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.4% | 682 | $48K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | New | 652 | $48K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 678 | $48K |
| Tompkins Financial Corp. | 0.00% | No change | 668 | $47K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 597 | $42K |
| IAG Wealth Partners, LLC | 0.00% | Add +100.7% | 592 | $42K |
| Global Wealth Strategies & Associates | 0.01% | Add +97.2% | 568 | $40K |
| Operose Advisors LLC | 0.01% | No change | 563 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +542.2% | 533 | $37K |
| Parkside Financial Bank & Trust | 0.00% | New | 530 | $37K |
| Walsh & Associates, LLC | 0.04% | New | 510 | $36K |
| Country Trust Bank | 0.00% | New | 510 | $36K |
| Horrell Capital Management, Inc. | 0.02% | No change | 500 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 496 | $35K |
| Financial Freedom, LLC | 0.02% | New | 492 | $35K |
| Nova Wealth Management, Inc. | 0.02% | No change | 465 | $33K |
| Wall Street Financial Group, Inc. | 0.02% | New | 454 | $32K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 440 | $31K |
| Strive Financial Group ,LLC | 0.02% | Reduce -18.7% | 447 | $31K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 426 | $30K |
| Realta Investment Advisors | 0.01% | Add +0.3% | 406 | $29K |
| TopTier Wealth Management, LLC | 0.02% | New | 405 | $28K |
| Bullock Wealth Management Group | 0.01% | Add +0.5% | 404 | $28K |
| Independence Bank of Kentucky | 0.00% | Reduce -20.8% | 401 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | New | 400 | $28K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $28K |
| Tucker Asset Management LLC | 0.01% | No change | 398 | $28K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 385 | $27K |
| MBM Wealth Consultants, LLC | 0.01% | New | 380 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 379 | $27K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 374 | $26K |
| Arlington Trust Co LLC | 0.00% | No change | 370 | $26K |
| Evelyn Partners Asset Management Ltd | 0.01% | New | 340 | $24K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $22K |
| Keystone Financial Group, Inc. | 0.01% | No change | 305 | $21K |
| Triumph Capital Management | 0.00% | Add +50.0% | 303 | $21K |
| Southern Michigan Bank & Trust | 0.01% | — | 300 | $21K |
| Avion Wealth | 0.00% | No change | 309 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | Add +476.0% | 288 | $20K |
| CGC Financial Services, LLC | 0.01% | Reduce -98.3% | 282 | $20K |
| Abound Wealth Management | 0.00% | Reduce -21.0% | 282 | $20K |
| Rialto Wealth Management, LLC | 0.00% | No change | 267 | $19K |
| Pflug Koory, LLC | 0.01% | No change | 256 | $18K |
| Miller Capital Partners, Inc. | 0.01% | No change | 252 | $18K |
| Whipplewood Advisors, LLC | 0.01% | No change | 249 | $17K |
| Ankerstar Wealth, LLC | 0.02% | Reduce -36.8% | 240 | $17K |
| Front Row Advisors LLC | 0.01% | No change | 238 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 237 | $17K |
| Wellington Shields Capital Management, LLC | 0.00% | New | 230 | $16K |
| Tower View Wealth Management LLC | 0.01% | No change | 220 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 208 | $15K |
| Clearstead Trust, LLC | 0.00% | Reduce -74.6% | 207 | $15K |
| Y.D. More Investments Ltd | 0.00% | No change | 200 | $14K |
| First Community Trust NA | 0.01% | No change | 197 | $14K |
| Networth Advisors, LLC | 0.01% | Reduce -2.5% | 195 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $13K |
| Destiny Wealth Partners, LLC | 0.00% | New | 190 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 185 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 180 | $13K |
| O'Domhnaill Enterprises, Inc. | 0.01% | New | 179 | $13K |
| Napier Financial, LLC | 0.00% | New | 172 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $12K |
| Toronto Dominion Bank | 0.00% | New | 171 | $12K |
| Sittner & Nelson, LLC | 0.00% | No change | 167 | $12K |
| Caldwell Trust Co | 0.00% | No change | 166 | $12K |
| Scarborough Advisors, LLC | 0.00% | Reduce -37.9% | 162 | $11K |
| Sankala Group LLC | 0.01% | No change | 163 | $11K |
| Tsfg, LLC | 0.00% | Reduce -11.0% | 154 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 154 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 154 | $11K |
| Truvestments Capital LLC | 0.00% | Reduce -1.4% | 143 | $10K |
| Robinswood Financial LLC | 0.00% | Add +0.7% | 137 | $10K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +1.6% | 127 | $9K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 122 | $8K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -25.7% | 110 | $8K |
| Evolution Wealth Management Inc. | 0.01% | No change | 109 | $8K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -58.1% | 108 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 105 | $7K |
| BankPlus Trust Department | 0.00% | No change | 94 | $7K |
| Timmons Wealth Management, LLC | 0.01% | Reduce -13.2% | 92 | $6K |
| Trust Co | 0.00% | Reduce -95.8% | 83 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 73 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -93.8% | 67 | $5K |
| LM Advisors LLC | 0.03% | Add +1.2% | 329 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 60 | $4K |
| Kelleher Financial Advisors | 0.00% | No change | 55 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | New | 53 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $4K |
| BNP Paribas Financial Markets | 0.00% | New | 52 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 51 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 47 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -32.4% | 46 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $3K |
| Kilter Group LLC | 0.00% | Reduce -93.6% | 30 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 27 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 27 | $2K |
| Security National Bank | 0.00% | New | 27 | $2K |
| Meramec Financial Planners, LLC | 0.00% | Reduce -45.6% | 25 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 23 | $2K |
| Eukles Asset Management | 0.00% | No change | 22 | $2K |
| 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% | No change | 11 | $781 |
| 2UniFi Bank | 0.00% | No change | 8 | $561 |
| United Financial Planning Group LLC | 0.00% | Reduce -95.6% | 4 | $281 |
| Main Street Group, LTD | 0.00% | New | 3 | $211 |
| 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.