iShares Core Dividend GrowthDGROETF
13F holders, Q2 2026 (June 30)1,350holders +26
94new positions
61sold out
7famous investors
$75.81avg. 13F price*
At the end of Q2 2026, 1,350 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 26 from Q1 2026. 94 opened new positions and 61 sold out. The largest holders were LPL Financial LLC ($1.6B), Morgan Stanley ($1.5B) and Bank of America Corp. ($1.5B). 7 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $155.2M |
| Exits | 61 | $35.2M |
All 13F filers, Q1 2026 → Q2 2026: 15,728,891 shares bought and 6,837,070 shares sold, net +8,891,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,350 holders
| LPL Financial LLC | 0.36% | Add +5.2% | 21,292,882 | $1.6B |
| Morgan Stanley | 0.08% | Add +4.1% | 20,167,455 | $1.5B |
| Bank of America Corp. | 0.09% | Reduce -0.7% | 19,247,587 | $1.5B |
| Wealthfront Advisers LLC | 2.58% | Add +1.8% | 17,739,616 | $1.3B |
| Jones Financial Companies LLLP | 0.44% | Add +19.4% | 14,415,274 | $1.1B |
| Raymond James Financial Inc. | 0.23% | Add +2.7% | 11,158,166 | $845.7M |
| Envestnet Asset Management Inc. | 0.20% | Add +4.5% | 11,099,887 | $841.3M |
| Capital Investment Advisors, LLC | 8.49% | Add +0.8% | 8,497,348 | $644.0M |
| Royal Bank of Canada | 0.10% | Reduce -0.8% | 8,168,442 | $619.1M |
| Commonwealth Equity Services, LLC | 0.69% | Add +0.1% | 7,235,888 | $548.4M |
| Ameriprise Financial Inc. | 0.11% | Reduce -0.2% | 6,839,276 | $518.5M |
| Wells Fargo & Company | 0.09% | Add +2.7% | 6,839,705 | $518.4M |
| PNC Financial Services Group, Inc. | 0.22% | Reduce -7.2% | 5,857,129 | $443.9M |
| HighTower Advisors, LLC | 0.39% | Add +3.0% | 5,305,798 | $402.1M |
| Goldman Sachs Group Inc. | 0.04% | Add +4.5% | 4,988,207 | $378.1M |
| JPMorgan Chase & Co. | 0.02% | Add +4.5% | 4,968,272 | $377.3M |
| UBS Group AG | 0.06% | Reduce -1.8% | 4,578,048 | $347.0M |
| FMR LLC | 0.02% | Reduce -13.8% | 4,564,459 | $345.9M |
| Cetera Investment Advisers | 0.24% | Add +5.3% | 3,502,126 | $265.4M |
| MML Investors Services, LLC | 0.52% | Add +7.7% | 3,363,810 | $254.9M |
| Vantagepoint Investment Advisers LLC | 1.77% | No change | 3,114,188 | $236.0M |
| Truist Financial Corp. | 0.27% | Add +0.7% | 2,959,117 | $224.3M |
| Stifel Financial Corp. | 0.18% | Add +3.5% | 2,865,667 | $217.2M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.5% | 2,604,399 | $197.4M |
| Mariner, LLC | 0.20% | Reduce -7.0% | 2,527,648 | $191.6M |
| Kestra Advisory Services, LLC | 0.53% | Add +172.4% | 2,172,946 | $164.7M |
| Osaic Holdings, Inc. | 0.19% | Add +22.3% | 2,140,640 | $162.3M |
| Avior Wealth Management, LLC | 4.23% | Add +11.8% | 2,122,891 | $160.9M |
| TD Private Client Wealth LLC | 2.84% | Add +8.8% | 2,036,157 | $154.3M |
| Corient Private Wealth LP | 0.16% | Reduce -5.9% | 1,530,327 | $116.0M |
| First Command Advisory Services, Inc. | 0.65% | Reduce -5.1% | 1,443,278 | $109.4M |
| Beacon Pointe Advisors, LLC | 0.51% | Add +3.4% | 1,441,791 | $109.3M |
| ProVise Management Group, LLC | 7.27% | Add +1.9% | 1,430,575 | $108.4M |
| Dynasty Wealth Management, LLC | 0.75% | Add +3.7% | 1,329,183 | $100.7M |
| Bluespring Wealth Management, LLC | 1.93% | New | 1,327,069 | $100.6M |
| Confluence Wealth Services, Inc. | 2.76% | Add +21.3% | 1,274,825 | $96.6M |
| SHP Wealth Management | 6.61% | Add +6.0% | 1,268,880 | $96.2M |
| Quotient Wealth Partners, LLC | 2.26% | Add +3.4% | 1,263,551 | $95.8M |
| Gratus Wealth Advisors, LLC | 11.99% | Add +2.1% | 1,243,096 | $94.2M |
| HM Payson & Co. | 1.19% | Reduce -39.5% | 1,188,167 | $90.1M |
| Seven Springs Wealth Group, LLC | 19.97% | Add +3.5% | 1,183,767 | $89.7M |
| Ledyard National Bank | 7.06% | Add +1.7% | 1,162,346 | $88.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +1.7% | 1,125,372 | $85.3M |
| Strategies Wealth Advisors, LLC | 7.50% | Reduce -12.5% | 1,106,388 | $83.9M |
| American Trust | 6.07% | Add +4.6% | 1,039,043 | $78.7M |
| Sanctuary Advisors, LLC | 0.34% | Reduce -0.4% | 980,791 | $74.3M |
| BlackRock, Inc. | 0.00% | Reduce -28.9% | 958,011 | $72.6M |
| NewEdge Advisors, LLC | 0.22% | Add +2.7% | 953,486 | $72.3M |
| Baird Financial Group, Inc. | 0.10% | Add +0.4% | 930,162 | $70.5M |
| MCF Advisors LLC | 2.28% | Reduce -0.4% | 840,366 | $63.7M |
| First Business Financial Services, Inc. | 4.93% | Add +0.5% | 839,061 | $63.6M |
| Stonebridge Financial Group, LLC | 4.74% | Reduce -0.5% | 825,225 | $62.5M |
| Conservest Capital Advisors, Inc. | 4.80% | Add +0.4% | 796,303 | $60.4M |
| Integrated Wealth Concepts LLC | 0.39% | Add +157.1% | 792,612 | $60.1M |
| JGP Wealth Management, LLC | 5.12% | Add +3.5% | 752,651 | $57.0M |
| Fifth Third Bancorp | 0.09% | Reduce -0.9% | 749,089 | $56.8M |
| FFT Wealth Management LLC | 8.86% | Add +5.3% | 746,197 | $56.6M |
| J.W. Cole Advisors, Inc. | 0.96% | Reduce -0.3% | 734,223 | $55.6M |
| Natixis Advisors, LLC | 0.06% | Add +28.1% | 729,995 | $55.3M |
| Private Advisor Group, LLC | 0.25% | Reduce -22.7% | 725,570 | $55.0M |
| Sigma Planning Corp | 1.38% | Add +0.0% | 721,444 | $54.7M |
| Captrust Financial Advisors | 0.08% | Reduce -2.0% | 673,955 | $51.1M |
| Kinetic Wealth Investment Advisors LLC | 23.87% | — | 668,090 | $50.6M |
| Bank of New York Mellon Corp | 0.01% | Add +2.9% | 659,031 | $49.9M |
| Ritter Daniher Financial Advisory LLC / DE | 7.60% | Add +2.5% | 658,931 | $49.9M |
| Focus Partners Wealth | 0.05% | Reduce -0.8% | 639,958 | $48.5M |
| Steward Partners Investment Advisory, LLC | 0.24% | Reduce -9.6% | 629,011 | $47.7M |
| Oppenheimer & Co. Inc. | 0.49% | Add +0.2% | 604,034 | $45.8M |
| XML Financial, LLC | 3.23% | Add +1.7% | 585,875 | $44.4M |
| Vaughan David Investments LLC | 0.87% | Add +1.7% | 576,397 | $43.7M |
| Janney Montgomery Scott LLC | 0.08% | Add +2.0% | 569,971 | $43.2M |
| Wolff Financial Management LLC | 8.53% | Reduce -0.4% | 564,374 | $42.8M |
| Waverly Advisors, LLC | 0.25% | Reduce -20.9% | 558,937 | $42.4M |
| Equitable Holdings, Inc. | 0.25% | Add +3.9% | 555,535 | $42.1M |
| Dagco, Inc. | 7.58% | Add +4.2% | 541,427 | $41.0M |
| Scott Capital Advisors, LLC | 6.40% | Reduce -0.0% | 539,471 | $40.9M |
| Earned Wealth Advisors, LLC | 2.62% | Add +1.1% | 536,322 | $40.6M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +0.8% | 521,597 | $39.5M |
| Auto-Owners Insurance Co | 0.88% | Reduce -25.4% | 514,500 | $39.0M |
| FORM Wealth Advisors, LLC | 4.23% | Reduce -29.1% | 507,127 | $38.4M |
| Fifth Third Securities, Inc. | 2.19% | Add +1.1% | 506,229 | $38.4M |
| Hughes Financial Services, LLC | 4.85% | Add +4.7% | 483,103 | $36.6M |
| Capital Analysts, LLC | 0.79% | Reduce -1.3% | 453,330 | $34.4M |
| Silver Coast Investments LLC | 10.10% | Reduce -0.4% | 447,671 | $33.9M |
| TRB Wealth Management, LLC | 4.52% | Add +1.9% | 447,648 | $33.9M |
| Altus Wealth Management, LLC | 12.98% | Add +0.7% | 444,824 | $33.7M |
| Stratos Wealth Partners, LTD. | 0.34% | Add +4.9% | 439,883 | $33.3M |
| Compass Ion Advisors, LLC | 2.80% | Add +2.1% | 428,139 | $32.4M |
| D'Orazio & Associates, Inc. | 3.71% | Reduce -1.8% | 422,469 | $32.0M |
| Provident Wealth Management, LLC | 8.23% | Add +0.5% | 421,678 | $32.0M |
| Legacy Financial Strategies, LLC | 4.91% | Add +1.0% | 418,414 | $31.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +6.0% | 411,438 | $31.7M |
| Creative Planning | 0.02% | Add +3.1% | 416,883 | $31.6M |
| Sweeney & Michel, LLC | 8.05% | Add +0.6% | 385,673 | $30.6M |
| Alliance Wealth Advisors, LLC | 12.17% | Add +3.0% | 401,517 | $30.4M |
| Gotham Asset Management | 0.07% | Add +12.5% | 397,769 | $30.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +18.4% | 394,229 | $29.9M |
| Presidio Capital Management, LLC | 7.46% | Add +6.6% | 393,622 | $29.8M |
| Adirondack Capital Advisors, LLC | 15.82% | Add +2.4% | 389,302 | $29.5M |
| &partners | 0.12% | Reduce -0.3% | 382,727 | $29.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.24% | Add +3.9% | 362,153 | $27.4M |
| SVRN Asset Management, LLC | 13.73% | Add +104.0% | 352,342 | $26.7M |
| Davidson Capital Management Inc. | 4.26% | Add +0.2% | 351,056 | $26.6M |
| Summit Investment Advisory Services, LLC | 6.46% | Add +2.3% | 339,666 | $25.7M |
| Regent Peak Wealth Advisors LLC | 4.69% | Add +1.7% | 334,542 | $25.4M |
| Atria Investments, Inc | 0.25% | Add +29.4% | 333,705 | $25.3M |
| Regions Financial Corp. | 0.15% | Reduce -1.1% | 332,548 | $25.2M |
| Kingsview Wealth Management, LLC | 0.30% | Add +9.6% | 331,194 | $25.1M |
| Buck Wealth Strategies, LLC | 2.59% | Add +19.2% | 326,243 | $24.7M |
| Meridian Financial Partners LLC | 8.40% | Reduce -1.1% | 317,378 | $24.6M |
| Allegheny Financial Group | 2.60% | Add +0.8% | 323,740 | $24.5M |
| Choreo, LLC | 0.27% | Reduce -0.1% | 322,205 | $24.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.36% | Add +11.6% | 318,100 | $24.1M |
| Capital Advisors, Ltd. LLC | 2.43% | Add +2.6% | 317,525 | $24.1M |
| Powers Advisory Group, LLC | 7.53% | Add +7.3% | 317,138 | $24.0M |
| MAI Capital Management | 0.09% | Add +3.7% | 315,607 | $23.9M |
| Prospera Financial Services Inc | 0.34% | Add +0.8% | 310,091 | $23.5M |
| DAVENPORT & Co LLC | 0.12% | Add +0.6% | 309,991 | $23.5M |
| Vicus Capital | 1.51% | Reduce -1.8% | 309,153 | $23.4M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -3.1% | 307,634 | $23.3M |
| Colonial Trust Advisors | 1.61% | Add +2.2% | 305,817 | $23.2M |
| Morton Community Bank | 4.63% | Add +2.7% | 300,284 | $22.8M |
| Smith Chas P & Associates Pa Cpas | 1.15% | Reduce -1.3% | 298,595 | $22.6M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Reduce -3.7% | 289,676 | $22.0M |
| EverSource Wealth Advisors, LLC | 0.70% | Reduce -2.7% | 275,263 | $20.9M |
| HB Wealth Management, LLC | 0.12% | Reduce -2.2% | 274,583 | $20.8M |
| Cypress Financial Planning LLC | 4.96% | Add +3.2% | 267,041 | $20.2M |
| Madison Wealth Partners, Inc | 2.57% | Reduce -0.2% | 266,037 | $20.2M |
| WealthPlan Investment Management, LLC | 1.00% | Add +47.7% | 265,749 | $20.1M |
| Atwater Malick LLC | 4.36% | Add +5.3% | 264,081 | $20.0M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +28.0% | 263,828 | $20.0M |
| W1M Asset Management Ltd | 0.18% | Reduce -0.0% | 260,961 | $19.8M |
| Global Retirement Partners, LLC | 0.30% | — | 259,102 | $19.6M |
| Accel Wealth Management | 4.42% | Add +6.6% | 258,988 | $19.6M |
| Objectivity Squared, LLC | 11.00% | Add +0.6% | 257,674 | $19.5M |
| Verus Capital Partners, LLC | 1.05% | Add +3.5% | 255,392 | $19.4M |
| Mutual Advisors, LLC | 0.36% | Add +4.5% | 255,329 | $19.4M |
| 46 Peaks LLC | 11.61% | Reduce -9.6% | 243,630 | $18.5M |
| Clear Wave Wealth Management LLC | 4.10% | Add +2.6% | 243,115 | $18.4M |
| Rooted Wealth Advisors, Inc. | 4.51% | Add +2.1% | 242,848 | $18.4M |
| Capital Planning LLC | 5.31% | Reduce -6.8% | 240,778 | $18.2M |
| IFS Advisors, LLC | 8.71% | Reduce -0.5% | 240,027 | $18.2M |
| truNorth Financial Services, Inc. | 16.02% | Add +4.0% | 236,045 | $17.9M |
| Citadel Advisors | 0.01% | Add +91.6% | 234,139 | $17.7M |
| LifeGoal Investments, LLC | 8.07% | Add +10.7% | 232,615 | $17.6M |
| PFS Partners, LLC | 7.11% | Add +0.6% | 231,763 | $17.6M |
| Tandem Wealth Advisors LLC | 6.97% | Add +2.3% | 231,146 | $17.5M |
| FourThought Financial Partners, LLC | 1.32% | Reduce -0.1% | 224,977 | $17.1M |
| PSI Advisors, LLC | 3.91% | Reduce -5.0% | 222,060 | $16.8M |
| Dynamic Advisor Solutions LLC | 0.47% | Add +3.2% | 220,075 | $16.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.3% | 218,684 | $16.6M |
| Well Done, LLC | 2.22% | Reduce -1.0% | 218,014 | $16.5M |
| Eagle Strategies LLC | 1.63% | Reduce -1.2% | 216,385 | $16.4M |
| KOM Wealth Management Group, LLC | 9.46% | Add +3.9% | 206,662 | $15.7M |
| Planning Strategies Inc. | 9.73% | — | 205,356 | $15.6M |
| TBH Global Asset Management, LLC | 2.82% | Reduce -4.5% | 202,793 | $15.4M |
| Twelve Points Wealth Management LLC | 3.07% | Add +19.3% | 202,235 | $15.3M |
| Argent Advisors, Inc. | 3.83% | Add +3.0% | 201,942 | $15.3M |
| Beaumont Financial Advisors, LLC | 0.97% | Add +1.3% | 200,797 | $15.2M |
| Stratos Investment Management, LLC | 0.55% | Reduce -2.5% | 200,621 | $15.2M |
| FC Advisory LLC | 4.00% | Add +0.0% | 199,373 | $15.1M |
| Gimbal Financial | 9.59% | — | 199,017 | $15.1M |
| WealthShield Partners, LLC | 2.30% | Add +7.0% | 198,534 | $15.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +84.2% | 197,951 | $15.0M |
| WealthPLAN Partners, LLC | 2.86% | Reduce -8.2% | 197,583 | $15.0M |
| Churchill Financial Advisors, LLC | 2.88% | Add +31.4% | 197,441 | $15.0M |
| Karpus Management, Inc. | 0.43% | Add +0.8% | 196,580 | $14.9M |
| Meridian Wealth Management, LLC | 0.46% | Add +1.4% | 195,870 | $14.8M |
| Pathstone Holdings, LLC | 0.04% | Add +106.5% | 195,545 | $14.8M |
| SouthState Bank Corp | 0.60% | Add +2.9% | 191,180 | $14.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.69% | Reduce -2.3% | 189,213 | $14.3M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -19.1% | 183,920 | $13.9M |
| Arkadios Wealth Advisors | 0.21% | Reduce -4.1% | 183,918 | $13.9M |
| Valmark Advisers, Inc. | 0.15% | Add +13.6% | 183,544 | $13.9M |
| Ridgecrest Wealth Partners, LLC | 6.64% | Add +1.4% | 181,702 | $13.8M |
| Cerity Partners LLC | 0.02% | Add +7.9% | 179,066 | $13.6M |
| Journey Advisory Group, LLC | 1.02% | Reduce -1.3% | 175,501 | $13.3M |
| Atlas Private Wealth Advisors | 2.91% | Add +3.9% | 175,430 | $13.3M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +4.2% | 173,693 | $13.2M |
| TriaGen Wealth Management LLC | 3.29% | Add +2.9% | 172,855 | $13.1M |
| Rothschild Wealth LLC | 1.04% | Reduce -1.9% | 172,085 | $13.0M |
| Allworth Financial LP | 0.06% | Reduce -2.3% | 171,292 | $13.0M |
| Gladstone Institutional Advisory LLC | 0.41% | Add +1.1% | 170,472 | $12.9M |
| Stephens Inc. | 0.14% | Add +2.3% | 169,242 | $12.8M |
| Advisory Services Network, LLC | 0.14% | Add +10.6% | 166,849 | $12.6M |
| Assetmark, Inc. | 0.02% | Add +11.1% | 165,451 | $12.5M |
| Colonial Trust Co / SC | 1.59% | Reduce -0.2% | 165,404 | $12.5M |
| Gallagher Fiduciary Advisors, LLC | 0.41% | Add +3.6% | 163,676 | $12.4M |
| Baker Avenue Asset Management, LP | 0.23% | Reduce -1.9% | 162,827 | $12.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +16.5% | 162,707 | $12.3M |
| Fairway Financial, LLC | 8.38% | Add +1.1% | 161,709 | $12.3M |
| Knightsbridge Asset Management, LLC | 1.60% | Reduce -0.1% | 159,676 | $12.1M |
| Savant Capital, LLC | 0.04% | Add +10.2% | 156,492 | $11.9M |
| Citigroup Inc. | 0.01% | Reduce -6.2% | 157,628 | $11.9M |
| COFG Advisors, LLC | 2.05% | Reduce -0.0% | 156,900 | $11.9M |
| KPP Advisory Services LLC | 1.50% | Add +1.9% | 156,523 | $11.9M |
| Beacon Advisors Holdings, LLC | 5.74% | Reduce -0.6% | 154,866 | $11.7M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -1.2% | 153,213 | $11.6M |
| Targeted Financial Services LLC | 8.55% | Reduce -1.4% | 152,836 | $11.6M |
| Davidson Investment Advisors | 0.47% | Add +7.8% | 151,090 | $11.5M |
| CVA Family Office, LLC | 1.04% | Add +9.4% | 150,918 | $11.4M |
| Summit Financial, LLC | 0.13% | Reduce -10.7% | 150,697 | $11.4M |
| Capital International Investors | 0.00% | Add +165.3% | 150,174 | $11.4M |
| Forbes Financial Planning, Inc. | 6.06% | Add +0.3% | 148,966 | $11.3M |
| Strategic Wealth Partners, Ltd. | 0.69% | Reduce -2.0% | 148,082 | $11.2M |
| Thoroughbred Financial Services, LLC | 0.54% | Reduce -1.3% | 147,532 | $11.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +0.8% | 146,650 | $11.1M |
| Correct Capital Wealth Management | 1.91% | Reduce -5.7% | 146,031 | $11.1M |
| Sfam, LLC | 9.01% | Add +3.7% | 145,800 | $11.1M |
| Forte Asset Management LLC | 4.46% | Add +1.1% | 143,805 | $10.9M |
| Sagespring Wealth Partners, LLC | 0.17% | Add +1.8% | 143,317 | $10.9M |
| First Foundation Advisors | 0.39% | Add +6.0% | 143,182 | $10.9M |
| Essex Financial Services, Inc. | 0.54% | Reduce -1.0% | 142,925 | $10.8M |
| Modus Advisors, LLC | 2.65% | Add +1.4% | 141,840 | $10.8M |
| Legacy Financial Advisors, Inc. | 1.31% | Reduce -2.8% | 141,800 | $10.7M |
| Shepherd Financial Partners LLC | 0.88% | Reduce -0.8% | 141,358 | $10.7M |
| Princeton Global Asset Management LLC | 1.52% | Reduce -7.0% | 139,603 | $10.6M |
| D.A. Davidson & Co. | 0.06% | Add +4.4% | 139,388 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.8% | 139,331 | $10.6M |
| Prosperity Consulting Group, LLC | 0.40% | Reduce -1.5% | 139,275 | $10.6M |
| Aprio Wealth Management, LLC | 0.52% | Add +6.4% | 139,109 | $10.5M |
| Mgo One Seven LLC | 0.17% | Add +3.0% | 138,845 | $10.5M |
| Harbour Investments, Inc. | 0.14% | Add +4.4% | 136,653 | $10.4M |
| HF Advisory Group, LLC | 3.20% | Add +4.3% | 136,472 | $10.3M |
| Capital Investment Counsel, LLC | 1.27% | Reduce -4.5% | 135,187 | $10.2M |
| Ameritas Advisory Services, LLC | 0.21% | Add +538.4% | 135,126 | $10.2M |
| Premier Path Wealth Partners, LLC | 1.17% | Reduce -4.3% | 134,517 | $10.2M |
| Strategic Blueprint, LLC | 0.51% | Reduce -1.7% | 134,239 | $10.2M |
| Bernard Wealth Management Corp. | 3.69% | Add +2.9% | 131,993 | $10.0M |
| Consilio Wealth Advisors, LLC | 2.39% | Reduce -2.0% | 131,651 | $10.0M |
| Custos Family Office, LLC | 5.92% | Add +0.9% | 130,066 | $9.9M |
| Foundations Investment Advisors, LLC | 0.10% | Add +3.5% | 129,588 | $9.8M |
| Crews Bank & Trust | 1.26% | Add +1.8% | 126,951 | $9.6M |
| Stonebridge Financial Planning Group, LLC | 3.05% | Add +1.6% | 126,480 | $9.6M |
| Wright Wealth LLC | 5.72% | Add +8.2% | 125,618 | $9.5M |
| Parsons Capital Management Inc. | 0.43% | Add +7.8% | 125,526 | $9.5M |
| Royal Fund Management, LLC | 0.79% | Add +1.7% | 125,302 | $9.5M |
| Philip James Wealth Mangement, LLC | 1.10% | Reduce -2.9% | 125,283 | $9.5M |
| B. Riley Wealth Advisors, Inc. | 0.51% | Add +6.2% | 123,793 | $9.4M |
| Meridian Financial Advisors, LLC | 4.51% | Add +0.4% | 123,859 | $9.4M |
| GC Wealth Management RIA, LLC | 0.54% | Add +47.7% | 123,600 | $9.4M |
| Hoese & Co LLP | 6.07% | Add +2.0% | 123,301 | $9.3M |
| AlphaCore Capital LLC | 0.17% | Add +9.5% | 122,979 | $9.3M |
| Yarger Wealth Strategies, LLC | 3.34% | Reduce -1.3% | 120,776 | $9.3M |
| HighPoint Advisor Group LLC | 0.33% | Add +4.4% | 121,680 | $9.2M |
| Hubbell Strickland Wealth Management, LLC | 3.32% | Add +7.7% | 121,244 | $9.2M |
| Sheets Smith Wealth Management | 0.91% | Add +4.0% | 120,701 | $9.1M |
| Johnson & White Wealth Management, LLC | 3.41% | Add +2.2% | 120,428 | $9.1M |
| NorthRock Partners, LLC | 0.13% | Reduce -0.9% | 119,358 | $9.0M |
| Park Avenue Securities LLC | 0.06% | Add +5.1% | 119,253 | $9.0M |
| Arkos Global Advisors | 1.07% | Reduce -1.1% | 118,916 | $9.0M |
| Madson Wealth Advisors Inc | 6.11% | Add +1.4% | 118,526 | $9.0M |
| Sound View Wealth Advisors Group, LLC | 0.56% | Reduce -16.0% | 118,154 | $9.0M |
| ADG Wealth Management Group, LLC | 5.65% | Add +1.3% | 117,512 | $8.9M |
| Lineweaver Wealth Advisors, LLC | 1.04% | Reduce -0.2% | 115,466 | $8.8M |
| Avidian Wealth Enterprises, LLC | 0.24% | Add +1.1% | 115,370 | $8.7M |
| Professional Financial Advisors, LLC | 1.51% | Add +5.5% | 115,292 | $8.7M |
| Coastal Bridge Advisors, LLC | 0.54% | Add +0.2% | 115,195 | $8.7M |
| Cresset Asset Management, LLC | 0.03% | Reduce -4.8% | 115,068 | $8.7M |
| Flagship Wealth Advisors, LLC | 1.95% | Add +43.2% | 115,058 | $8.7M |
| Autumn Glory Partners, LLC | 2.46% | Add +5.0% | 114,631 | $8.7M |
| Prota Financial, LLC | 5.72% | Reduce -25.7% | 114,115 | $8.7M |
| Crumly & Associates Inc. | 1.66% | Reduce -0.7% | 114,563 | $8.7M |
| Quad-Cities Investment Group, LLC | 3.11% | Add +4.4% | 114,293 | $8.7M |
| Brookstone Capital Management | 0.09% | Reduce -0.1% | 114,039 | $8.6M |
| Pearl Planning LLC | 3.96% | Add +6.6% | 113,556 | $8.6M |
| Eq LLC | 2.11% | Reduce -23.1% | 113,532 | $8.6M |
| Matisse Capital | 3.39% | Add +0.1% | 111,661 | $8.5M |
| Tme Financial, Inc. | 5.22% | Add +27.9% | 111,584 | $8.5M |
| Integrated Investment Consultants, LLC | 1.66% | Reduce -1.4% | 110,844 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.41% | Reduce -2.5% | 110,648 | $8.4M |
| LGL Partners, LLC | 3.07% | Add +1.5% | 110,630 | $8.4M |
| Houlihan Financial Resource Group, Ltd. | 2.98% | Add +2.7% | 110,498 | $8.4M |
| Keeler Thomas Management LLC | 2.96% | New | 110,156 | $8.3M |
| Physician Wealth Advisors, Inc. | 0.97% | Reduce -4.3% | 107,581 | $8.2M |
| Fiduciary Alliance LLC | 0.55% | Reduce -1.2% | 107,569 | $8.2M |
| AtlasMark Financial, Inc | 3.99% | Add +9.9% | 106,864 | $8.1M |
| Tudor Investment Corporation | 0.03% | Add +64.5% | 106,824 | $8.1M |
| Flagstar Securities, Inc. | 2.44% | Add +2.9% | 106,728 | $8.1M |
| Ieq Capital, LLC | 0.04% | Reduce -22.0% | 106,477 | $8.1M |
| Blair William & Co. | 0.02% | Add +15.2% | 106,210 | $8.0M |
| Diversify Advisory Services, LLC | 0.14% | New | 102,799 | $8.0M |
| Diversify Wealth Management, LLC | 0.14% | Add +14.8% | 102,799 | $8.0M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 104,774 | $7.9M |
| Alhambra Investment Management LLC | 3.45% | Reduce -5.6% | 104,316 | $7.9M |
| Tempo Wealth, LLC | 1.17% | Reduce -4.2% | 104,195 | $7.9M |
| Arax Advisory Partners | 0.05% | Add +143.6% | 103,972 | $7.9M |
| Kingswood Wealth Advisors, LLC | 0.32% | Add +7.2% | 103,646 | $7.9M |
| Vaquero Private Wealth, Ltd. | 1.61% | — | 103,388 | $7.8M |
| Leigh Baldwin & Co., LLC | 4.21% | Add +10.8% | 103,228 | $7.8M |
| Asset Dedication, LLC | 0.49% | Reduce -4.8% | 103,140 | $7.8M |
| Geneos Wealth Management Inc. | 0.16% | Add +7.5% | 101,540 | $7.7M |
| Carr Financial Group Corp | 1.77% | Add +9.8% | 101,447 | $7.7M |
| Connecticut Wealth Management, LLC | 0.28% | Reduce -0.1% | 101,054 | $7.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +8.1% | 100,823 | $7.6M |
| Wealth Group Ltd | 1.45% | Reduce -3.6% | 100,102 | $7.6M |
| Harbor Investment Advisory, LLC | 0.53% | Add +4.6% | 99,517 | $7.5M |
| Towercrest Capital Management | 1.03% | Add +9.8% | 97,675 | $7.4M |
| Concord Wealth Partners | 0.84% | Reduce -3.8% | 96,747 | $7.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.2% | 96,188 | $7.3M |
| Csenge Advisory Group | 0.30% | Add +2.4% | 96,206 | $7.3M |
| Smith, Moore & Co. | 0.47% | Reduce -1.3% | 96,160 | $7.3M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -1.7% | 94,180 | $7.1M |
| Nest Investments, LLC | 5.30% | Add +3.9% | 91,960 | $7.0M |
| Flagship Capital Management Inc. | 4.36% | Add +0.6% | 91,144 | $6.9M |
| Talon Private Wealth, LLC | 0.80% | Reduce -4.8% | 89,739 | $6.8M |
| Larson Financial Group LLC | 0.18% | Add +3.7% | 89,612 | $6.8M |
| Marino, Stram & Associates LLC | 1.07% | Add +6.4% | 88,429 | $6.7M |
| IHT Wealth Management, LLC | 0.14% | Add +7.5% | 87,169 | $6.6M |
| LexAurum Advisors, LLC | 0.76% | Add +5.7% | 86,080 | $6.5M |
| NewEdge Wealth, LLC | 0.07% | Add +4.7% | 85,261 | $6.5M |
| Visionary Wealth Advisors | 0.26% | Reduce -1.1% | 85,249 | $6.5M |
| GAMMA Investing LLC | 0.24% | Reduce -0.3% | 85,103 | $6.4M |
| AQR Capital Management | 0.00% | Add +46.3% | 82,340 | $6.2M |
| Stratos Wealth Advisors, LLC | 0.34% | Reduce -15.5% | 82,188 | $6.2M |
| DDFG, Inc | 1.23% | Add +9.4% | 81,918 | $6.2M |
| Cascade Financial Partners, LLC | 0.54% | Reduce -0.2% | 81,697 | $6.2M |
| Level Four Advisory Services, LLC | 0.17% | Reduce -1.4% | 80,425 | $6.1M |
| BIP Wealth, LLC | 0.17% | Add +1996.5% | 79,332 | $6.0M |
| Principal Securities, Inc. | 0.07% | Reduce -2.5% | 79,163 | $6.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.3% | 78,940 | $6.0M |
| Benjamin Edwards Inc. | 0.05% | Add +6.7% | 78,186 | $5.9M |
| Cornell Pochily Investment Advisors, Inc. | 1.59% | Reduce -13.1% | 77,902 | $5.9M |
| Western Wealth Management, LLC | 0.19% | Add +5.7% | 77,133 | $5.8M |
| Cadia Private Client LLC | 4.16% | Reduce -3.1% | 76,459 | $5.8M |
| Smith Thornton Advisors LLC | 2.55% | Add +8.0% | 74,995 | $5.8M |
| Endowment Wealth Management, Inc. | 2.22% | Add +7.9% | 75,683 | $5.7M |
| JPL Wealth Management, LLC | 1.14% | Reduce -4.6% | 75,661 | $5.7M |
| Pacific Financial Group Inc. | 2.74% | Reduce -0.9% | 75,554 | $5.7M |
| US Bancorp \de | 0.01% | Add +1.5% | 74,958 | $5.7M |
| Keenan, LLC | 3.98% | Reduce -7.1% | 74,415 | $5.6M |
| Carlson Financial, Inc. | 2.86% | Add +4.5% | 74,069 | $5.6M |
| Pinnacle Associates Ltd. | 0.06% | Add +2.7% | 74,075 | $5.6M |
| Concord Asset Management, LLC | 0.87% | Reduce -3.3% | 74,019 | $5.6M |
| Financial Perspectives, Inc | 1.36% | Reduce -1.9% | 73,747 | $5.6M |
| Glen Eagle Advisors, LLC | 0.70% | Add +2.4% | 73,418 | $5.6M |
| Accretive Wealth Partners, LLC | 1.33% | Add +0.3% | 72,373 | $5.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -14.0% | 72,364 | $5.5M |
| Composition Wealth, LLC | 0.06% | Reduce -3.0% | 72,108 | $5.5M |
| World Investment Advisors | 0.09% | Reduce -4.2% | 77,187 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +1.9% | 71,862 | $5.4M |
| First Heartland Consultants, Inc. | 0.35% | Add +202.4% | 71,070 | $5.4M |
| IFP Advisors, Inc | 0.09% | Add +20.0% | 69,089 | $5.2M |
| Integrity Alliance, Llc. | 0.16% | Reduce -0.8% | 68,791 | $5.2M |
| JB Capital LLC | 0.18% | Add +22.2% | 68,743 | $5.2M |
| Ayrshire Capital Management LLC | 2.43% | Add +371.0% | 68,474 | $5.2M |
| Quantinno Capital Management LP | 0.01% | Add +11.7% | 68,263 | $5.2M |
| Samalin Investment Counsel, LLC | 1.65% | Add +0.4% | 67,588 | $5.1M |
| Renaissance Technologies | 0.01% | Reduce -32.4% | 66,700 | $5.1M |
| Verdence Capital Advisors LLC | 0.26% | Add +3.6% | 66,150 | $5.0M |
| Tranquility Partners, LLC | 1.71% | Reduce -4.0% | 65,479 | $5.0M |
| Howe & Rusling Inc. | 0.29% | Add +5.5% | 65,331 | $5.0M |
| Calton & Associates, Inc. | 0.72% | Add +4.5% | 65,132 | $4.9M |
| Beacon Financial Advisory LLC | 0.97% | Add +5.6% | 65,070 | $4.9M |
| Lynch Investment Planning, LLC | 3.77% | Add +1.9% | 64,725 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | Add +19.1% | 64,106 | $4.9M |
| Chicago Partners Investment Group LLC | 0.10% | Add +2.6% | 62,576 | $4.8M |
| Elevation Point Wealth Partners, LLC | 0.09% | Reduce -3.1% | 63,281 | $4.8M |
| SevenBridge Financial Group, LLC | 0.70% | Add +11.0% | 60,110 | $4.8M |
| Guardian Wealth Advisors, LLC / NC | 0.27% | Reduce -1.9% | 62,200 | $4.7M |
| Arete Wealth Advisors, LLC | 0.31% | Reduce -0.9% | 61,846 | $4.7M |
| QRG Capital Management, Inc. | 0.04% | Add +1128.0% | 61,412 | $4.7M |
| Titleist Asset Management, LLC | 0.31% | Reduce -0.3% | 61,382 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +30.1% | 61,277 | $4.6M |
| Beacon Bridge Wealth Partners, LLC | 1.31% | Reduce -3.8% | 60,798 | $4.6M |
| Family Legacy, Inc. | 1.21% | Reduce -0.2% | 59,888 | $4.5M |
| Intellus Advisors LLC | 0.55% | Add +4.3% | 59,718 | $4.5M |
| Goldstone Financial Group, LLC | 0.41% | Reduce -1.4% | 59,364 | $4.5M |
| Perennial Investment Advisors, LLC | 0.30% | Add +60.4% | 58,559 | $4.4M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.4% | 58,445 | $4.4M |
| RFG Advisory, LLC | 0.07% | Add +3.6% | 58,285 | $4.4M |
| Clarity Asset Management, Inc. | 2.16% | Add +78.6% | 58,024 | $4.4M |
| Measured Wealth Private Client Group, LLC | 1.06% | No change | 57,981 | $4.4M |
| Vista Cima Wealth Management LLC | 3.26% | Add +3.7% | 57,825 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -11.2% | 57,768 | $4.4M |
| Independent Financial Group, LLC | 0.08% | Add +17.1% | 57,654 | $4.4M |
| Focused Alpha, LLC | 1.12% | Add +3.8% | 57,543 | $4.4M |
| Riverbend Wealth Management, LLC | 2.20% | Add +6.4% | 56,964 | $4.3M |
| Integrated Advisors Network LLC | 0.20% | Add +5.6% | 56,799 | $4.3M |
| Milestone Asset Management Group, LLC | 2.17% | Add +0.3% | 56,780 | $4.3M |
| Lantern Wealth Advisors, LLC | 1.96% | Add +3.9% | 56,514 | $4.3M |
| Ironwood Investment Counsel, LLC | 0.56% | New | 47,522 | $4.3M |
| Innovative Wealth Building LLC | 2.47% | Reduce -5.3% | 56,201 | $4.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +50.5% | 56,192 | $4.3M |
| Directional Asset Management | 4.02% | Add +3.5% | 55,657 | $4.2M |
| Vise Technologies, Inc. | 0.05% | Add +8.4% | 54,907 | $4.2M |
| Indivisible Partners | 0.23% | Reduce -7.0% | 54,797 | $4.2M |
| RVW Wealth, LLC | 0.27% | Reduce -1.3% | 54,548 | $4.1M |
| Creative Financial Designs Inc. | 0.20% | Reduce -0.6% | 54,420 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +6.0% | 54,419 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -11.9% | 54,318 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +12.7% | 53,853 | $4.1M |
| Thrive Capital Management, LLC | 0.77% | Reduce -3.7% | 53,829 | $4.1M |
| Keystone Financial Group | 0.24% | Add +4.4% | 53,379 | $4.0M |
| Perryman Financial Advisory Inc. | 0.53% | Add +0.1% | 52,681 | $4.0M |
| Ring Mountain Capital, LLC | 1.66% | Add +0.5% | 52,200 | $4.0M |
| Norway Savings Bank | 1.64% | Add +2.5% | 51,764 | $3.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.94% | Add +11.2% | 51,649 | $3.9M |
| Guidance Point Advisors, LLC | 0.83% | Reduce -1.5% | 50,621 | $3.8M |
| Smartleaf Asset Management LLC | 0.12% | No change | 50,141 | $3.8M |
| Aspiriant, LLC | 0.09% | Add +58.7% | 50,217 | $3.8M |
| Snowden Capital Advisors LLC | 0.09% | Add +3.2% | 49,860 | $3.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.20% | Reduce -0.6% | 49,788 | $3.8M |
| National Bank of Canada | 0.00% | Add +49.7% | 49,711 | $3.8M |
| 4J Wealth Management LLC | 1.84% | Add +35.2% | 49,430 | $3.7M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +1.6% | 49,218 | $3.7M |
| WBH Advisory Inc. | 0.25% | Add +1.4% | 49,167 | $3.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +5.4% | 47,577 | $3.6M |
| Weaver Consulting Group | 0.74% | Add +1.6% | 47,495 | $3.6M |
| Cambridge Financial Group, LLC | 1.11% | Reduce -11.8% | 46,382 | $3.5M |
| Oak Asset Management, LLC | 1.12% | Add +0.4% | 46,162 | $3.5M |
| Independent Solutions Wealth Management, LLC | 0.45% | New | 45,955 | $3.5M |
| Fermata Advisors, LLC | 0.70% | Reduce -2.6% | 45,675 | $3.5M |
| Bank of Montreal | 0.00% | Add +12.2% | 45,270 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +1.3% | 45,256 | $3.4M |
| MBE Wealth Management, LLC | 1.20% | Reduce -2.0% | 45,043 | $3.4M |
| Vision Retirement, LLC | 0.82% | Reduce -0.1% | 44,911 | $3.4M |
| Cibc World Market Inc. | 0.01% | Add +3.4% | 44,905 | $3.4M |
| Financial Concepts Unlimited, Inc. | 2.66% | Add +0.9% | 44,808 | $3.4M |
| Oak Barrel Wealth Advisory LLC | 1.49% | — | 44,468 | $3.4M |
| Flavin Financial Services, Inc. | 1.82% | Add +4.9% | 42,095 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +5.0% | 42,021 | $3.2M |
| VestGen Advisors, LLC | 0.09% | Reduce -3.3% | 42,000 | $3.2M |
| Axxcess Wealth Management, LLC | 0.05% | Add +12.2% | 41,855 | $3.2M |
| Storen Legacy Partners, LLC | 0.86% | Reduce -5.9% | 41,709 | $3.2M |
| Red Crane Wealth Management, LLC | 2.32% | Add +2.2% | 41,563 | $3.2M |
| Winthrop Advisory Group LLC | 0.21% | Reduce -0.1% | 41,195 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +6.2% | 41,018 | $3.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 40,911 | $3.1M |
| Echo Wealth Management, LLC | 1.58% | Add +4.9% | 40,792 | $3.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -11.3% | 40,742 | $3.1M |
| Bonfire Financial | 1.98% | Add +2.7% | 40,725 | $3.1M |
| Summit Wealth Partners, LLC | 0.44% | Add +3.3% | 40,612 | $3.1M |
| Centerpoint Advisory Group | 1.93% | Add +2.3% | 40,176 | $3.0M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | Reduce -0.7% | 40,174 | $3.0M |
| Tennessee Valley Asset Management Partners | 0.33% | Add +0.6% | 39,770 | $3.0M |
| GSG Advisors LLC | 0.66% | Reduce -2.3% | 39,424 | $3.0M |
| Symphony Financial, Ltd. Co. | 0.33% | Add +78.4% | 39,197 | $3.0M |
| Alliance Wealth Management Group | 0.58% | Add +29.5% | 39,174 | $3.0M |
| MFA Wealth Services | 1.73% | Reduce -0.3% | 38,287 | $2.9M |
| Thompson David Blair | 1.44% | Add +14.9% | 38,080 | $2.9M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Add +62.1% | 37,940 | $2.9M |
| Forza Wealth Management, LLC | 0.88% | No change | 37,693 | $2.9M |
| APS Management Group, Inc. | 2.18% | Reduce -2.4% | 37,386 | $2.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | No change | 37,294 | $2.8M |
| Advisory Alpha, LLC | 0.07% | Reduce -1.9% | 36,575 | $2.8M |
| Wedmont Private Capital | 0.08% | Reduce -3.9% | 35,791 | $2.8M |
| Lotus Asset Management LLC | 2.44% | — | 36,340 | $2.8M |
| Islay Capital Management, LLC | 1.30% | Add +8.5% | 36,216 | $2.7M |
| KCM Investment Advisors LLC | 0.08% | Reduce -7.7% | 35,992 | $2.7M |
| Counterweight Ventures, LLC | 1.36% | Reduce -0.9% | 35,966 | $2.7M |
| Old Mission Investment Co LLC | 0.56% | Reduce -3.1% | 35,602 | $2.7M |
| CoreCap Advisors, LLC | 0.08% | Add +5.6% | 35,556 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +26.3% | 35,482 | $2.7M |
| Quest 10 Wealth Builders, Inc. | 2.03% | Add +22.6% | 34,471 | $2.6M |
| Ruggaard & Associates LLC | 0.93% | Add +11.9% | 34,276 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.39% | Add +9.1% | 34,075 | $2.6M |
| Probity Advisors, Inc. | 0.37% | Reduce -1.5% | 33,959 | $2.6M |
| Fulton Bank, N.A. | 0.08% | New | 33,720 | $2.6M |
| Crewe Advisors LLC | 0.18% | Add +7.3% | 33,384 | $2.5M |
| Beacon Financial Planning, Inc. | 0.85% | Add +5.6% | 33,163 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.7% | 33,120 | $2.5M |
| Westfuller Advisors, LLC | 0.91% | Add +2.7% | 32,935 | $2.5M |
| Financial Insights, Inc. | 0.67% | Reduce -1.1% | 32,636 | $2.5M |
| TD Capital Management LLC | 0.20% | Reduce -1.6% | 32,542 | $2.5M |
| Southland Equity Partners LLC | 0.43% | Reduce -0.3% | 32,501 | $2.5M |
| Gallacher Capital Management LLC | 1.37% | Add +0.1% | 32,201 | $2.4M |
| Hazlett, Burt & Watson, Inc. | 0.65% | Reduce -8.4% | 32,095 | $2.4M |
| OMNI 360 Wealth, Inc. | 1.12% | Reduce -17.7% | 32,009 | $2.4M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +9.7% | 31,763 | $2.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.34% | Add +4.1% | 31,743 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +6.8% | 31,500 | $2.4M |
| Bouvel Investment Partners, LLC | 0.54% | Add +3.2% | 31,473 | $2.4M |
| Objective Capital Management, LLC | 2.12% | Add +2.8% | 31,447 | $2.4M |
| Post Resch Tallon Group Inc. | 1.64% | Add +2.3% | 31,350 | $2.4M |
| MidAtlantic Capital Management, Inc. | 1.46% | Add +0.0% | 31,009 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.24% | Reduce -50.3% | 30,914 | $2.3M |
| Bailard, Inc. | 0.05% | Add +5.3% | 30,906 | $2.3M |
| Sterling Wealth Advisors Inc | 1.27% | No change | 30,897 | $2.3M |
| Selby Wealth Management, LLC | 0.82% | Reduce -0.1% | 30,487 | $2.3M |
| Curated Wealth Partners LLC | 0.27% | No change | 30,460 | $2.3M |
| Sowa Financial Group, Inc. | 1.07% | Reduce -0.9% | 30,382 | $2.3M |
| Sterling Investment Counsel, LLC | 0.54% | Reduce -1.5% | 30,186 | $2.3M |
| Centurion Wealth Management LLC | 0.55% | Add +1.2% | 30,143 | $2.3M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Add +1.4% | 30,068 | $2.3M |
| Keudell/Morrison Wealth Management | 0.43% | No change | 30,036 | $2.3M |
| LMCG Investments, LLC | 0.12% | Reduce -1.9% | 29,794 | $2.3M |
| Spirepoint Private Client, LLC | 0.18% | Add +2.7% | 29,695 | $2.3M |
| First Bancorp, Inc | 0.89% | Add +12.7% | 29,678 | $2.2M |
| Pacific Park Financial, Inc. | 1.29% | Add +85.6% | 29,434 | $2.2M |
| Whalerock Point Partners, LLC | 0.39% | Add +0.0% | 29,418 | $2.2M |
| Spire Wealth Management | 0.07% | Add +2.9% | 29,359 | $2.2M |
| Anchor Investment Management, LLC | 0.17% | Add +3.8% | 29,351 | $2.2M |
| Gateway Wealth Partners, LLC | 0.13% | Reduce -45.5% | 28,867 | $2.2M |
| Core Wealth Advisors, Inc. | 0.44% | Add +317.1% | 28,848 | $2.2M |
| Northside Capital Management, LLC | 0.18% | No change | 28,700 | $2.2M |
| Hilltop Holdings Inc. | 0.18% | Reduce -37.6% | 28,545 | $2.2M |
| Bluedoor Private Wealth, LLC | 0.91% | Add +1.0% | 28,532 | $2.2M |
| Ellis Investment Partners, LLC | 0.33% | Reduce -1.5% | 28,453 | $2.2M |
| Prism Advisors, Inc. | 0.52% | Add +0.8% | 28,216 | $2.1M |
| Drive Wealth Management, LLC | 0.38% | Add +0.1% | 28,174 | $2.1M |
| Compound Planning, Inc. | 0.06% | Reduce -6.6% | 28,000 | $2.1M |
| Vanguard National Trust Co | 0.11% | No change | 27,719 | $2.1M |
| Gouws Capital LLC | 0.98% | Reduce -3.1% | 27,685 | $2.1M |
| Rodgers & Associates, LTD | 0.19% | Reduce -1.9% | 27,680 | $2.1M |
| Evergreen Capital Management LLC | 0.04% | Add +1.1% | 27,672 | $2.1M |
| Kirtland Hills Capital Management, LLC | 0.59% | Add +39.8% | 27,412 | $2.1M |
| 180 Wealth Advisors, LLC | 0.21% | Reduce -20.6% | 27,342 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +0.7% | 27,246 | $2.1M |
| Sound Stewardship, LLC | 0.85% | No change | 27,208 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.4% | 27,194 | $2.1M |
| Emissary Wealth LLC | 1.56% | Reduce -4.1% | 27,072 | $2.1M |
| Venture Visionary Partners LLC | 0.06% | Add +17.1% | 27,010 | $2.0M |
| Retirement Planning Group, LLC | 0.05% | Reduce -13.8% | 26,765 | $2.0M |
| Beckerman Institutional, LLC | 0.96% | Reduce -0.1% | 26,736 | $2.0M |
| Clear Creek Financial Management, LLC | 0.13% | Add +3.6% | 26,375 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.18% | Reduce -5.3% | 26,278 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.57% | Add +1.4% | 26,269 | $2.0M |
| Williams & Novak, LLC | 1.33% | Reduce -4.0% | 26,172 | $2.0M |
| Camden National Bank | 0.26% | Reduce -0.6% | 26,139 | $2.0M |
| Mendel Money Management | 0.72% | Add +13.8% | 25,915 | $2.0M |
| PFG Advisors | 0.10% | Add +0.8% | 25,656 | $1.9M |
| Certified Advisory Corp | 0.16% | Add +0.3% | 25,601 | $1.9M |
| Biondo Investment Advisors, LLC | 0.24% | Add +1.7% | 25,348 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -2.5% | 25,065 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -7.1% | 25,062 | $1.9M |
| Jackson Wealth Management, LLC | 1.11% | Reduce -89.2% | 24,927 | $1.9M |
| Decker Retirement Planning Inc. | 0.64% | Add +18.4% | 24,706 | $1.9M |
| Nottingham Advisors, Inc. | 0.22% | No change | 24,121 | $1.8M |
| DecisionMap Wealth Management, LLC | 1.03% | Add +9.8% | 24,390 | $1.8M |
| Roman Butler Fullerton & Co. | 0.44% | Add +8.5% | 23,924 | $1.8M |
| TritonPoint Partners, LLC | 0.15% | Reduce -3.1% | 24,266 | $1.8M |
| First National Trust Co | 0.06% | Add +0.8% | 23,994 | $1.8M |
| Mission Wealth Management, LP | 0.02% | Add +26.1% | 23,740 | $1.8M |
| IFG Advisory, LLC | 0.06% | New | 23,732 | $1.8M |
| Kapstone Financial Advisors LLC | 0.75% | Add +0.9% | 23,729 | $1.8M |
| Legacy Wealth Advisors, LLC | 0.77% | No change | 23,617 | $1.8M |
| Claro Advisors Inc. | 0.19% | Add +24.6% | 23,609 | $1.8M |
| Ranch Capital Advisors Inc. | 0.57% | Add +5.8% | 23,555 | $1.8M |
| Grey Ledge Advisors, LLC | 0.36% | Reduce -0.6% | 23,542 | $1.8M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.6% | 23,416 | $1.8M |
| Uptick Partners, LLC | 0.28% | Add +18.2% | 23,410 | $1.8M |
| Ascentis Wealth Management, LLC | 0.30% | Add +2.5% | 23,266 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | No change | 22,924 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -4.8% | 22,894 | $1.7M |
| Addison Capital Co | 0.28% | Add +27.9% | 22,654 | $1.7M |
| Gilpin Wealth Management, LLC | 1.19% | Add +2.1% | 22,615 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -32.2% | 22,537 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.1% | 22,522 | $1.7M |
| Empowered Funds, LLC | 0.01% | Reduce -3.3% | 22,468 | $1.7M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -7.5% | 22,422 | $1.7M |
| Pine Harbor Wealth Management, LLC | 0.45% | No change | 22,225 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Add +0.6% | 22,102 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Add +3.6% | 22,054 | $1.7M |
| Cambria Investment Management, L.P. | 0.08% | Reduce -0.9% | 22,017 | $1.7M |
| Teamwork Financial Advisors, LLC | 0.16% | Add +4.8% | 21,962 | $1.7M |
| Keybank National Association | 0.01% | Add +51.5% | 21,667 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Add +7.9% | 21,655 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -0.8% | 21,610 | $1.6M |
| Arwa LLC | 0.68% | New | 21,050 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.51% | Reduce -3.4% | 21,418 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Add +4.0% | 21,370 | $1.6M |
| Fort Point Capital Partners LLC | 0.17% | Add +30.8% | 21,277 | $1.6M |
| Investment Partners Asset Management, Inc. | 0.90% | Add +18.9% | 21,168 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.36% | Add +5.1% | 21,158 | $1.6M |
| Snowwater Investment Partners, LLC | 1.10% | Add +15.1% | 20,978 | $1.6M |
| Pasadena Private Wealth, LLC | 0.20% | Add +18.7% | 20,896 | $1.6M |
| Occidental Asset Management, LLC | 0.16% | No change | 20,888 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +27.2% | 20,604 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +2.6% | 20,530 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | Add +230.0% | 20,241 | $1.5M |
| Alteri Wealth LLC | 0.42% | Add +2.3% | 20,190 | $1.5M |
| Fiduciary Group, LLC | 0.12% | Reduce -7.6% | 20,126 | $1.5M |
| Opulen Financial Group LLC | 0.96% | Add +0.5% | 20,065 | $1.5M |
| International Assets Investment Management, LLC | 0.09% | Add +70.5% | 19,933 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.33% | Reduce -6.4% | 19,905 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.9% | 19,838 | $1.5M |
| Signal Advisors Wealth, LLC | 0.08% | Add +2.0% | 19,767 | $1.5M |
| Cedarwood Wealth LLC | 1.12% | Add +13.9% | 19,624 | $1.5M |
| Insight Advisors, LLC/ PA | 0.26% | Add +5.8% | 19,431 | $1.5M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 19,127 | $1.4M |
| Summit Financial Wealth Advisors, LLC | 0.19% | Add +0.2% | 19,117 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +9.4% | 19,084 | $1.4M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -2.1% | 19,024 | $1.4M |
| Valley National Advisers Inc. | 0.16% | Add +0.8% | 18,910 | $1.4M |
| CRA Financial Services, LLC | 0.16% | Reduce -8.0% | 18,806 | $1.4M |
| Harbor Advisory Corp. | 0.38% | Reduce -2.9% | 18,756 | $1.4M |
| Koshinski Asset Management, Inc. | 0.08% | Add +4.0% | 18,735 | $1.4M |
| BOS Asset Management, LLC | 0.33% | Add +7.3% | 18,568 | $1.4M |
| Avantra Family Wealth, Inc. | 0.89% | Add +1.6% | 18,467 | $1.4M |
| Bluesphere Advisors LLC | 0.43% | Add +17.8% | 18,399 | $1.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.93% | No change | 18,147 | $1.4M |
| Elite Financial, Inc. | 0.55% | No change | 18,106 | $1.4M |
| Immaculate Wealth Management LLC | 9.29% | Add +1.5% | 18,100 | $1.4M |
| Nwam LLC | 0.07% | Add +0.2% | 18,096 | $1.4M |
| McLean Asset Management Corp | 0.18% | Add +2.2% | 17,547 | $1.4M |
| Essex Bank | 0.29% | No change | 17,946 | $1.4M |
| NCM Capital Management, LLC | 0.42% | Reduce -4.6% | 17,859 | $1.4M |
| Norden Group LLC | 0.11% | Add +0.3% | 17,673 | $1.3M |
| Worth Asset Management, LLC | 0.43% | Add +17.7% | 17,670 | $1.3M |
| Naples Global Advisors, LLC | 0.08% | Reduce -0.4% | 17,610 | $1.3M |
| Sound Financial Strategies Group, LLC | 0.85% | Add +1.4% | 17,593 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -11.5% | 17,446 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +8.7% | 17,438 | $1.3M |
| AlTi Global, Inc. | 0.03% | New | 17,426 | $1.3M |
| Brio Consultants, LLC | 0.15% | Reduce -2.4% | 17,414 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +35.9% | 17,376 | $1.3M |
| Ehrlich Financial Group | 0.67% | Reduce -1.5% | 17,295 | $1.3M |
| Wealth Management Associates, Inc. | 0.36% | Add +1.2% | 17,266 | $1.3M |
| Centaurus Financial, Inc. | 0.05% | Add +24.0% | 17,234 | $1.3M |
| Freestate Advisors LLC | 0.97% | Add +0.4% | 17,184 | $1.3M |
| Human Investing LLC | 0.17% | Add +0.2% | 17,057 | $1.3M |
| Invst, LLC | 0.13% | Reduce -0.9% | 16,994 | $1.3M |
| Mosaic Financial Group, LLC | 0.81% | Add +0.1% | 16,715 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +66.8% | 16,635 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 16,570 | $1.3M |
| Sovran Advisors, LLC | 0.09% | Add +2.4% | 15,912 | $1.2M |
| Smithfield Trust Co | 0.05% | No change | 16,395 | $1.2M |
| ATX Financial Planning, LLC | 0.82% | Reduce -46.1% | 16,361 | $1.2M |
| Commerce Bank | 0.01% | Add +7.9% | 16,349 | $1.2M |
| Magnus Financial Group LLC | 0.09% | Add +2.4% | 16,252 | $1.2M |
| Sequent Planning LLC | 0.26% | Reduce -7.7% | 16,177 | $1.2M |
| D. E. Shaw & Co. | 0.00% | New | 16,116 | $1.2M |
| HUB Investment Partners, LLC | 0.02% | Add +29.1% | 16,106 | $1.2M |
| Ipsen Advisor Group LLC | 0.78% | Add +0.3% | 16,049 | $1.2M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -0.3% | 15,978 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -30.8% | 15,977 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -12.8% | 15,853 | $1.2M |
| Rothschild Investment LLC | 0.04% | Add +103.4% | 15,794 | $1.2M |
| Paladin Advisory Group, LLC | 0.79% | Add +0.0% | 15,791 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +2.5% | 15,697 | $1.2M |
| Leavell Investment Management, Inc. | 0.04% | Reduce -1.1% | 15,635 | $1.2M |
| IPG Investment Advisors LLC | 0.17% | No change | 15,575 | $1.2M |
| Investment Partners, LTD. | 0.37% | Reduce -0.7% | 15,574 | $1.2M |
| Balentine LLC | 0.04% | No change | 15,468 | $1.2M |
| Skyline Advisors, Inc. | 0.36% | Add +13.0% | 15,338 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.09% | No change | 15,224 | $1.2M |
| Cascades Capital Asset Management, LLC | 0.43% | Add +0.3% | 15,202 | $1.2M |
| Cauble & Harre Wealth Management, Inc. | 0.92% | Add +7.0% | 15,180 | $1.2M |
| Arq Wealth Advisors, LLC | 0.14% | Reduce -86.8% | 14,859 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +4.8% | 15,071 | $1.1M |
| Opal Wealth Advisors, LLC | 0.25% | Add +1.4% | 15,041 | $1.1M |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -1.1% | 15,035 | $1.1M |
| LBMC Investment Advisors, LLC | 0.06% | No change | 15,000 | $1.1M |
| Legacy Trust | 0.20% | No change | 14,992 | $1.1M |
| Krilogy Financial LLC | 0.03% | Reduce -2.1% | 14,840 | $1.1M |
| Stokes Family Office, LLC | 0.13% | No change | 14,829 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -1.0% | 14,761 | $1.1M |
| Moneco Advisors, LLC | 0.07% | New | 14,695 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +269.6% | 14,682 | $1.1M |
| Novem Group | 0.11% | Add +12.7% | 14,644 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.1% | 14,608 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.4% | 14,540 | $1.1M |
| PW Nova Financial Services LLC | 0.24% | Reduce -6.7% | 14,512 | $1.1M |
| National Philanthropic Trust | 0.02% | No change | 14,500 | $1.1M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -11.6% | 14,495 | $1.1M |
| LongView Wealth Management | 0.28% | Reduce -4.6% | 14,414 | $1.1M |
| Calamos Wealth Management LLC | 0.03% | Add +291.1% | 14,404 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Add +42.3% | 14,269 | $1.1M |
| Advance Capital Management, Inc. | 0.03% | Reduce -6.3% | 14,258 | $1.1M |
| Everpar Advisors LLC | 0.31% | Add +49.5% | 14,233 | $1.1M |
| Brighton Jones LLC | 0.02% | Add +20.0% | 14,023 | $1.1M |
| Betterment LLC | 0.00% | Add +69.4% | 13,977 | $1.1M |
| Coquina Private Wealth LLC | 0.72% | Add +0.2% | 13,932 | $1.1M |
| Bolthouse Investments, LLC | 0.85% | Add +69.1% | 13,889 | $1.1M |
| Investment Advisory Group, LLC | 0.23% | Add +0.1% | 13,792 | $1.0M |
| Fort Sheridan Advisors LLC | 0.11% | Add +16.9% | 13,744 | $1.0M |
| Bessemer Group Inc. | 0.00% | Add +4.0% | 13,735 | $1.0M |
| Daybright Advisory Services, Inc. | 0.25% | Add +1.9% | 13,333 | $1.0M |
| Arrowroot Family Office, LLC | 0.29% | Add +41.1% | 13,597 | $1.0M |
| Warner Financial, Inc. | 0.30% | No change | 13,552 | $1.0M |
| Prosperity Bancshares Inc | 0.67% | Add +28.3% | 13,510 | $1.0M |
| Delos Wealth Advisors, LLC | 0.52% | No change | 13,473 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +17.0% | 13,368 | $1.0M |
| NFSG Corp | 0.13% | Reduce -3.2% | 13,347 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -1.7% | 13,338 | $1.0M |
| ARS Investment Partners, LLC | 0.04% | No change | 13,261 | $1.0M |
| Pinnacle Bancorp, Inc. | 0.26% | Add +0.0% | 13,251 | $1.0M |
| WealthCare Investment Partners, LLC | 0.24% | Add +1.4% | 13,219 | $1.0M |
| Clarus Wealth Advisors | 0.39% | Add +13.8% | 13,009 | $999K |
| Allium Financial Advisors, LLC | 0.65% | No change | 13,002 | $985K |
| Focus Financial Network, Inc. | 0.03% | Add +10.8% | 12,944 | $981K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +12.4% | 12,920 | $979K |
| Eastern Bank | 0.01% | Reduce -2.8% | 12,918 | $979K |
| Haverford Trust Co | 0.01% | Reduce -13.6% | 12,837 | $973K |
| Blue Trust, Inc. | 0.01% | Add +95.5% | 12,779 | $968K |
| Element Pointe Advisors, LLC | 0.16% | Reduce -20.8% | 12,771 | $968K |
| Modern Wealth Management, LLC | 0.01% | Add +2.7% | 12,767 | $968K |
| Resonant Capital Advisors, LLC | 0.05% | No change | 12,579 | $953K |
| Rollins Financial Advisors, LLC | 0.13% | Add +45.3% | 12,571 | $953K |
| Astoria Portfolio Advisors LLC. | 0.16% | No change | 12,526 | $949K |
| Root Financial Partners, LLC | 0.04% | Add +7.0% | 12,443 | $943K |
| MWA Asset Management | 0.42% | Reduce -2.9% | 12,402 | $940K |
| Herold Advisors, Inc. | 0.19% | Add +6.0% | 12,348 | $937K |
| Flagship Private Wealth, LLC | 0.33% | Add +0.8% | 12,279 | $931K |
| Central Pacific Bank - Trust Division | 0.10% | No change | 12,227 | $927K |
| Fairvoy Private Wealth, LLC | 0.19% | Add +0.4% | 12,116 | $918K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +1.0% | 12,113 | $918K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -4.8% | 12,051 | $913K |
| Element Wealth, LLC | 0.34% | Add +0.1% | 12,039 | $912K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -9.7% | 12,020 | $911K |
| Walkner Condon Financial Advisors LLC | 0.10% | Reduce -1.3% | 12,002 | $910K |
| American State Bank (Iowa) | 0.37% | Reduce -0.4% | 11,987 | $908K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Reduce -2.9% | 11,986 | $908K |
| Curi Capital, LLC | 0.01% | Reduce -19.7% | 11,966 | $907K |
| M&T Bank Corp | 0.00% | Add +5.3% | 11,949 | $906K |
| Roxbury Financial LLC | 0.72% | Add +0.1% | 11,944 | $905K |
| Insight Wealth Strategies, LLC | 0.09% | Reduce -0.1% | 11,880 | $904K |
| Prospect Financial Services LLC | 0.46% | Add +56.9% | 11,912 | $903K |
| Biltmore Family Office, LLC | 0.12% | Add +16.0% | 11,884 | $901K |
| PKS Advisory Services, LLC | 0.14% | Reduce -32.2% | 11,880 | $900K |
| Evernest Financial Advisors, LLC | 0.19% | No change | 11,797 | $894K |
| Gilbert Capital Group, Inc. | 0.62% | Reduce -2.1% | 11,766 | $892K |
| Strategic Financial Concepts, LLC | 0.26% | Reduce -80.2% | 11,688 | $886K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +0.3% | 11,576 | $877K |
| Glenview Trust Co | 0.01% | Add +17.8% | 11,566 | $877K |
| River Wealth Advisors LLC | 0.09% | Reduce -5.6% | 11,515 | $873K |
| Monetary Solutions, Ltd | 0.75% | Add +25.1% | 11,442 | $867K |
| Savvy Advisors, Inc. | 0.02% | Add +7.1% | 11,366 | $861K |
| Arsenal Capital Advisors LLC | 0.51% | Add +22.9% | 11,340 | $859K |
| Olde Wealth Management, LLC | 0.24% | No change | 11,324 | $858K |
| Compass Financial Services Inc | 0.32% | Add +0.2% | 11,318 | $858K |
| PFG Investments, LLC | 0.03% | Add +6.8% | 11,302 | $857K |
| Pioneer Family Office, LLC | 0.44% | Add +22.4% | 11,180 | $847K |
| Syon Capital LLC | 0.04% | Add +0.9% | 11,180 | $847K |
| Hobbs Group Advisors, LLC | 0.22% | Reduce -1.7% | 11,157 | $846K |
| GTS Securities LLC | 0.02% | New | 11,083 | $840K |
| SigFig Wealth Management, LLC | 0.02% | Add +4.9% | 10,878 | $826K |
| Beacon Harbor Wealth Advisors, Inc. | 0.16% | No change | 10,513 | $820K |
| Zhang Financial LLC | 0.02% | Reduce -10.3% | 10,779 | $817K |
| Aspen Wealth Management LLC | 0.14% | Reduce -1.9% | 10,775 | $817K |
| Triad Wealth Partners, LLC | 0.05% | Add +57.2% | 10,426 | $816K |
| Edgestream Partners, L.P. | 0.02% | Add +194.6% | 10,597 | $803K |
| Principle Wealth Partners LLC | 0.04% | Reduce -1.3% | 10,529 | $798K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -2.0% | 10,470 | $794K |
| Caprock Group, LLC | 0.02% | Reduce -0.0% | 10,455 | $792K |
| Latitude Advisors, LLC | 0.32% | Reduce -0.1% | 10,450 | $792K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -1.0% | 10,415 | $789K |
| Round Rock Advisors LLC | 0.10% | Add +0.8% | 10,383 | $787K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +0.2% | 10,285 | $779K |
| Ancora Advisors LLC | 0.02% | Reduce -31.5% | 10,280 | $779K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -3.4% | 10,279 | $779K |
| MSH Capital Advisors LLC | 0.14% | Add +9.5% | 10,251 | $777K |
| Pinnacle Financial Group, LLC / IL | 0.19% | Add +3.8% | 10,179 | $771K |
| LifePlan Financial, LLC | 0.54% | Reduce -1.9% | 10,137 | $768K |
| PCA Investment Advisory Services Inc. | 0.21% | Add +0.1% | 10,128 | $768K |
| HBW Advisory Services LLC | 0.07% | Reduce -5.5% | 10,066 | $763K |
| StoneX Group Inc. | 0.03% | Add +8.8% | 10,052 | $762K |
| Horizon Investment Services, LLC | 0.21% | Reduce -1.9% | 10,041 | $761K |
| Rik Saylor Financial, Inc. | 0.50% | Reduce -2.2% | 10,003 | $758K |
| Allen Capital Group, LLC | 0.06% | No change | 9,900 | $750K |
| Comprehensive Financial Planning, Inc. | 0.40% | Add +0.7% | 9,838 | $746K |
| West Wealth Group, LLC | 0.12% | Reduce -9.6% | 9,817 | $744K |
| Albion Financial Group | 0.04% | Reduce -5.4% | 9,810 | $744K |
| First Manhattan Co. Llc. | 0.00% | Add +18.8% | 9,808 | $743K |
| Montis Financial, LLC | 0.15% | Reduce -14.4% | 9,803 | $743K |
| W Advisors, LLC | 0.33% | No change | 9,697 | $735K |
| Liberty Wealth Management LLC | 0.09% | No change | 10,426 | $732K |
| Brasada Capital Management, LP | 0.13% | Reduce -3.7% | 9,645 | $731K |
| Sovereign Financial Group, Inc. | 0.11% | Add +53.0% | 9,577 | $726K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1121.5% | 9,564 | $725K |
| Hanson & Doremus Investment Management | 0.07% | Add +0.1% | 9,512 | $721K |
| Alta Wealth Advisors LLC | 0.20% | Add +17.7% | 9,504 | $720K |
| Signet Private Wealth LLC | 0.57% | New | 9,502 | $720K |
| McAdam, LLC | 0.03% | Reduce -23.2% | 9,478 | $718K |
| Hegarty Advisors, LLC | 0.49% | Add +16.0% | 9,452 | $716K |
| Ignite Planners, LLC | 0.10% | Add +3.3% | 9,427 | $714K |
| Guardian Capital, LLC | 0.58% | Reduce -12.3% | 9,365 | $710K |
| CVFG LLC | 0.07% | Reduce -2.6% | 9,325 | $707K |
| City State Bank | 0.16% | Add +3.3% | 9,307 | $705K |
| Allred Capital Management, LLC | 0.23% | Add +51.3% | 9,242 | $700K |
| Chilton Investment Co. Inc. | 0.02% | No change | 9,215 | $698K |
| Wealth Effects LLC | 0.19% | Add +3.5% | 9,213 | $698K |
| Carnegie Investment Counsel | 0.01% | Reduce -11.2% | 9,209 | $698K |
| Trust Co. of Vermont | 0.03% | — | 9,138 | $693K |
| Geneva Partners, LLC | 0.18% | Add +11.5% | 9,086 | $689K |
| Investment Research Partners LLC | 0.23% | Reduce -10.4% | 8,968 | $680K |
| Facet Wealth, Inc. | 0.01% | Add +67.0% | 8,913 | $676K |
| ASL Financial, LLC | 0.48% | Add +6.1% | 8,912 | $675K |
| Vines Capital Management, LLC | 0.55% | Add +1.2% | 8,896 | $674K |
| NorthCoast Asset Management LLC | 0.01% | Add +49.5% | 8,818 | $668K |
| Golden State Wealth Management, LLC | 0.06% | Add +1.5% | 8,792 | $666K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.2% | 8,789 | $666K |
| Financial Partners Group, Inc | 0.07% | Add +2.9% | 8,779 | $665K |
| Welch & Forbes LLC | 0.01% | Add +76.4% | 8,764 | $664K |
| Anchyra Partners LLC | 0.16% | No change | 8,650 | $656K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -15.9% | 8,603 | $652K |
| TRUE Private Wealth Advisors | 0.06% | Add +1.5% | 8,600 | $652K |
| Money Concepts Capital Corp. | 0.03% | Reduce -70.9% | 8,579 | $650K |
| Michels Family Financial, LLC | 0.41% | Reduce -6.2% | 8,517 | $645K |
| Forefront Wealth Partners, LLC | 0.20% | New | 8,515 | $645K |
| Sunburst Financial Group, LLC | 0.11% | Reduce -7.0% | 8,502 | $644K |
| Fidelis Wealth Advisors LLC | 0.96% | Add +0.4% | 8,492 | $644K |
| XY Planning Network, Inc. | 0.08% | New | 8,487 | $643K |
| Vanguard Advisers Inc. | 0.00% | Add +15.8% | 8,481 | $643K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -2.9% | 8,392 | $636K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | No change | 8,382 | $635K |
| EFG International AG | 0.01% | Reduce -6.1% | 8,379 | $635K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,369 | $634K |
| Jordan Park Group LLC | 0.03% | No change | 8,287 | $628K |
| Scott & Selber, Inc. | 0.13% | Add +0.0% | 8,241 | $625K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.8% | 8,237 | $624K |
| Kovack Advisors, Inc. | 0.03% | Reduce -55.8% | 8,203 | $623K |
| Tandem Financial, LLC | 0.20% | Add +0.3% | 8,195 | $621K |
| Redwood Financial Network Corp | 0.34% | Reduce -0.8% | 8,183 | $620K |
| RFG - Bristol Wealth Advisors, LLC | 0.15% | Reduce -10.3% | 8,157 | $618K |
| Guidance Capital, Inc. | 0.13% | Reduce -8.0% | 7,914 | $614K |
| Silverlake Wealth Management LLC | 0.12% | Add +6.6% | 8,090 | $613K |
| Avant Capital LLC | 0.38% | Add +14.8% | 8,020 | $608K |
| Godfrey Financial Associates, Inc. | 0.46% | Add +0.1% | 8,011 | $607K |
| Diversified Trust Co. | 0.01% | No change | 7,998 | $606K |
| Veracity Capital LLC | 0.16% | No change | 7,967 | $604K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -17.0% | 7,569 | $600K |
| Advyzon Investment Management, LLC | 0.04% | New | 7,877 | $597K |
| Piedmont Capital Management, LLC | 0.36% | No change | 7,861 | $596K |
| Lincoln Capital LLC | 0.11% | Reduce -1.9% | 7,819 | $593K |
| Destination Wealth Management | 0.01% | Add +20.2% | 7,817 | $592K |
| Oakmont Advisory Group, LLC | 0.50% | Add +16.7% | 7,781 | $590K |
| Romano Brothers and Company | 0.06% | Add +5.4% | 7,773 | $589K |
| Bell Bank | 0.02% | Reduce -1.1% | 7,773 | $589K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -34.9% | 7,769 | $589K |
| Prepared Retirement Institute LLC | 0.25% | Reduce -9.8% | 7,752 | $588K |
| Breakwater Capital Group | 0.07% | Reduce -4.7% | 7,722 | $585K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 7,692 | $583K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +114.2% | 7,687 | $583K |
| Apollon Financial, LLC | 0.07% | Add +0.0% | 7,684 | $582K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.4% | 7,637 | $579K |
| Advisor OS, LLC | 0.04% | Reduce -4.2% | 7,622 | $578K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -0.0% | 7,597 | $576K |
| Dakota Wealth Management | 0.01% | Reduce -0.6% | 7,587 | $575K |
| Nuveen, LLC | 0.00% | New | 7,563 | $573K |
| Whelan Financial | 0.16% | Reduce -0.7% | 7,538 | $571K |
| Inscription Capital, LLC | 0.05% | Add +0.0% | 7,532 | $571K |
| Evermay Wealth Management LLC | 0.06% | Reduce -1.0% | 7,524 | $570K |
| Private Capital Management, LLC | 0.05% | Add +24.8% | 7,510 | $569K |
| Intrepid Capital Management Inc. | 0.24% | No change | 7,479 | $567K |
| Paces Ferry Wealth Advisors, LLC | 0.21% | Add +0.2% | 7,370 | $559K |
| New England Private Wealth Advisors LLC | 0.05% | Add +3.2% | 7,162 | $558K |
| Whitener Capital Management, Inc. | 0.12% | Reduce -7.3% | 7,332 | $556K |
| Selective Wealth Management, Inc. | 0.14% | No change | 7,108 | $548K |
| Atlantic Family Wealth, LLC | 0.35% | No change | 7,230 | $548K |
| Brady Family Wealth, LLC | 0.16% | Add +0.1% | 7,154 | $542K |
| Strategic Wealth Investment Group, LLC | 0.07% | Add +22.3% | 7,147 | $542K |
| Headinvest, LLC | 0.10% | Reduce -4.5% | 7,140 | $541K |
| Sig Brokerage, LP | 0.09% | No change | 7,133 | $541K |
| Westmount Partners, LLC | 0.12% | New | 7,100 | $538K |
| Marshall Financial Group, LLC | 0.08% | Reduce -6.1% | 7,099 | $538K |
| Stanich Group LLC | 0.34% | Reduce -1.3% | 7,080 | $537K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +0.0% | 6,947 | $535K |
| TFB Advisors LLC | 0.23% | New | 7,000 | $531K |
| Davis R M Inc. | 0.01% | Add +69.6% | 6,986 | $529K |
| PlanVest Financial, Inc | 0.35% | Add +13.6% | 6,972 | $528K |
| Regatta Capital Group, LLC | 0.07% | Add +2.3% | 6,971 | $528K |
| Avaii Wealth Management, LLC | 0.16% | Reduce -1.4% | 6,968 | $528K |
| First City Capital Management, Inc. | 0.26% | No change | 6,929 | $525K |
| Tactive Advisors, LLC | 0.13% | Add +0.9% | 6,902 | $523K |
| Midwest Trust Co | 0.01% | Add +3.5% | 6,895 | $523K |
| Capital Advantage, Inc. | 0.06% | Reduce -0.9% | 6,870 | $521K |
| Regal Investment Advisors LLC | 0.03% | Add +4.3% | 6,836 | $518K |
| Riverchase Wealth Management, LLC | 0.24% | No change | 6,835 | $518K |
| Sepio Capital, LP | 0.03% | No change | 6,832 | $518K |
| Clearwater Capital Advisors, LLC | 0.04% | New | 6,820 | $517K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -70.0% | 6,694 | $515K |
| Greenleaf Trust | 0.00% | New | 6,775 | $513K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.4% | 6,726 | $510K |
| Ballast Financial Advisors LLC | 0.46% | Add +3.8% | 6,708 | $508K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,702 | $508K |
| Apella Capital, LLC | 0.01% | Add +18.0% | 6,516 | $506K |
| Old National Bancorp | 0.01% | Reduce -13.8% | 6,655 | $504K |
| Demars Financial Group, LLC | 0.14% | Reduce -0.5% | 6,606 | $501K |
| 360 Financial, Inc. | 0.13% | No change | 6,546 | $496K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 6,402 | $485K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 6,331 | $480K |
| Squarepoint Ops LLC | 0.00% | New | 6,315 | $479K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $477K |
| Mendel Capital Management LLC | 0.21% | Add +0.1% | 6,282 | $476K |
| Wetzel Investment Advisors, Inc. | 0.17% | Reduce -1.1% | 6,276 | $476K |
| American Wealth Advisors, LLC | 0.45% | Add +0.5% | 6,263 | $475K |
| National Wealth Management Group, LLC | 0.15% | Reduce -8.3% | 6,262 | $475K |
| Obermeyer Wealth Partners | 0.02% | Reduce -4.3% | 6,252 | $474K |
| Brian Low Financial Group, LLC | 0.27% | Add +1.5% | 6,214 | $471K |
| Empower Advisory Group, LLC | 0.00% | Add +26.8% | 6,205 | $470K |
| Bay Capital Advisors, LLC | 0.25% | Reduce -2.1% | 6,186 | $469K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -24.1% | 6,175 | $468K |
| Basso Capital Management, L.P. | 0.12% | Add +37.1% | 6,170 | $468K |
| Greenwood Gearhart LLC | 0.02% | New | 6,142 | $466K |
| Boston Family Office LLC | 0.03% | New | 6,140 | $465K |
| Merkkuri Wealth Advisors LLC | 0.29% | Reduce -24.0% | 6,122 | $464K |
| Empire Financial Management Company, LLC | 0.18% | Reduce -2.2% | 6,097 | $462K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.9% | 6,092 | $462K |
| Daymark Wealth Partners, LLC | 0.01% | Add +108.1% | 6,085 | $461K |
| Investment Planning Advisors, Inc. | 0.11% | Add +3.1% | 6,019 | $456K |
| GWN Securities Inc. | 0.08% | Add +0.1% | 5,990 | $454K |
| Key Financial Inc | 0.07% | Add +9.5% | 5,977 | $453K |
| Athena Wealth Management, LLC | 0.34% | Add +0.0% | 5,954 | $451K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +0.9% | 5,947 | $451K |
| Procyon Advisors, LLC | 0.02% | Reduce -4.8% | 5,943 | $450K |
| Dynamic Financial Group | 0.34% | Add +0.1% | 5,932 | $450K |
| Sapient Capital LLC | 0.01% | Add +9.9% | 5,922 | $449K |
| FSB Premier Wealth Management, Inc. | 0.13% | No change | 5,898 | $447K |
| BKM Wealth Management, LLC | 0.16% | Reduce -10.0% | 5,893 | $447K |
| OneAscent Financial Services LLC | 0.02% | Add +0.1% | 5,875 | $445K |
| Soundwatch Capital LLC | 0.05% | Reduce -19.2% | 5,792 | $439K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -2.0% | 5,782 | $438K |
| GW&K Investment Management, LLC | 0.00% | Reduce -1.0% | 5,766 | $437K |
| Two West Capital Advisors LLC | 0.22% | Add +41.2% | 5,694 | $437K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +2.2% | 5,759 | $436K |
| RDA Financial Network | 0.10% | Add +0.3% | 5,756 | $436K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +3.6% | 5,741 | $435K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -9.6% | 6,184 | $434K |
| 49 Wealth Management, LLC | 0.08% | New | 5,716 | $433K |
| Alongside, LLC | 0.08% | — | 5,716 | $433K |
| Vident Advisory, LLC | 0.00% | No change | 5,703 | $432K |
| Tandem Capital Management Corp. | 0.18% | Add +1.5% | 5,689 | $431K |
| NovaPoint Capital, LLC | 0.09% | New | 5,683 | $431K |
| LVW Advisors, LLC | 0.04% | No change | 5,627 | $426K |
| Compass Capital Corp. /Ma/ | 0.14% | Reduce -91.3% | 5,333 | $426K |
| Clark Asset Management, LLC | 0.03% | Reduce -14.8% | 5,573 | $422K |
| Cloud Capital Management, LLC | 0.15% | New | 5,569 | $422K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 5,558 | $421K |
| Range Advisory, LLC | 0.05% | Reduce -18.3% | 5,553 | $421K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -18.8% | 5,549 | $421K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -4.8% | 5,540 | $420K |
| AMG National Trust Bank | 0.01% | Reduce -43.8% | 5,522 | $419K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 5,479 | $415K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +59.3% | 5,447 | $413K |
| Ellenbecker Investment Group | 0.05% | Reduce -5.5% | 5,439 | $412K |
| Financial Security Advisor, Inc. | 0.07% | Add +0.4% | 5,440 | $412K |
| Lee Financial Co | 0.05% | Reduce -3.2% | 5,430 | $412K |
| Future Financial Wealth Managment LLC | 0.26% | Add +0.0% | 5,325 | $411K |
| Formidable Asset Management, LLC | 0.07% | No change | 5,849 | $410K |
| Abound Financial, LLC | 0.16% | No change | 5,406 | $410K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $409K |
| Fortis Advisors, LLC | 0.19% | Reduce -17.6% | 5,359 | $406K |
| South Plains Financial, Inc. | 0.22% | No change | 5,345 | $405K |
| Insight Wealth Partners, LLC | 0.05% | Reduce -4.3% | 5,292 | $401K |
| BCU Wealth Advisors, LLC | 0.13% | Reduce -27.5% | 5,278 | $400K |
| OneAscent Family Office, LLC | 0.20% | New | 5,232 | $397K |
| Northwest Wealth Advisors, LLC | 0.23% | Add +0.4% | 5,222 | $396K |
| Bond & Devick Financial Network, Inc. | 0.10% | Reduce -3.4% | 5,211 | $395K |
| Invested Advisors | 0.35% | Reduce -15.0% | 5,210 | $395K |
| Waterfront Wealth Inc. | 0.06% | Add +23.3% | 5,114 | $394K |
| Abundance Wealth Counselors | 0.03% | New | 5,172 | $392K |
| Oak Harvest Investment Services | 0.04% | No change | 5,153 | $391K |
| Investment Management Trust, LLC | 0.35% | Reduce -0.1% | 5,121 | $388K |
| Ethos Financial Group, LLC | 0.03% | Add +3.5% | 4,950 | $387K |
| Sanchez Wealth Management Group | 0.07% | Add +0.2% | 5,092 | $386K |
| Greykasell Wealth Strategies, Inc. | 0.14% | No change | 5,088 | $386K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 5,085 | $386K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 5,080 | $385K |
| Castle Wealth Management LLC | 0.11% | Reduce -5.7% | 5,051 | $383K |
| KFA Private Wealth Group, LLC | 0.09% | Reduce -1.3% | 5,035 | $382K |
| Elevation Wealth Management LLC | 0.29% | Add +0.7% | 5,027 | $381K |
| Integrity Investment Advisors, LLC | 0.17% | Reduce -5.6% | 5,022 | $381K |
| Goepper Burkhardt LLC | 0.11% | Reduce -2.0% | 5,010 | $380K |
| Cornerstone Financial Management LLC | 0.30% | Reduce -3.8% | 5,010 | $380K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,003 | $379K |
| Traynor Capital Management, Inc. | 0.02% | Add +2.4% | 4,971 | $377K |
| Regatta Research & Money Management | 0.36% | — | 4,967 | $376K |
| Clear Investment Research, LLC | 0.59% | No change | 4,964 | $376K |
| Odyssey Capital Advisors, Inc. | 0.27% | No change | 4,917 | $373K |
| Crestwood Advisors Group, LLC | 0.01% | Add +25.6% | 4,908 | $372K |
| Merited Wealth, LLC | 0.26% | Reduce -56.4% | 4,897 | $371K |
| Carl P. Sherr & Co., LLC | 0.15% | No change | 4,876 | $370K |
| Continuum Advisory, LLC | 0.03% | Add +8.1% | 4,860 | $368K |
| Tortuga Wealth Management, Inc | 0.28% | New | 4,829 | $366K |
| ABLE Financial Group, LLC | 0.06% | Reduce -6.9% | 4,828 | $366K |
| Wedbush Securities Inc. | 0.01% | Add +6.5% | 4,811 | $365K |
| Blue Chip Partners, LLC | 0.02% | Add +0.4% | 4,813 | $365K |
| CX Institutional | 0.01% | No change | 4,802 | $364K |
| HFG Advisors, Inc. | 0.23% | No change | 4,767 | $361K |
| Howard Financial Services, LTD. | 0.04% | New | 4,734 | $359K |
| Point Windward Advisors Inc. | 0.16% | Add +9.2% | 4,730 | $358K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -6.9% | 4,709 | $357K |
| CGN Advisors LLC | 0.03% | No change | 4,709 | $357K |
| TrustBank | 0.12% | No change | 4,700 | $356K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,697 | $356K |
| Capital Square, LLC | 0.16% | Reduce -1.0% | 4,618 | $356K |
| Rinkey Investments | 0.08% | Reduce -11.8% | 4,677 | $354K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,619 | $350K |
| Noble Family Wealth, LLC | 0.06% | Add +2.0% | 4,606 | $349K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,600 | $349K |
| Concorde Asset Management, LLC | 0.20% | Add +11.3% | 4,592 | $348K |
| Philadelphia Trust Co. | 0.02% | Reduce -6.9% | 4,595 | $348K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 4,574 | $347K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.4% | 4,538 | $345K |
| Navis Wealth Advisors, LLC | 0.13% | Reduce -11.6% | 4,523 | $343K |
| Greater Midwest Financial Group, LLC | 0.17% | Add +0.4% | 4,511 | $342K |
| Commonwealth Retirement Investments LLC | 0.09% | Reduce -5.5% | 4,505 | $341K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -0.7% | 4,505 | $341K |
| Curtis Advisory Group, LLC | 0.07% | No change | 4,500 | $341K |
| Blue Zone Wealth Advisors, LLC | 0.06% | No change | 4,500 | $341K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $341K |
| West Michigan Advisors, LLC | 0.06% | Reduce -3.5% | 4,481 | $340K |
| Integras Partners LLC | 0.19% | Add +0.2% | 4,475 | $339K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.12% | — | 4,458 | $338K |
| Wellington Shields & Co., LLC | 0.08% | No change | 4,448 | $337K |
| Eastover Investment Advisors LLC | 0.13% | No change | 4,396 | $333K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +16.0% | 4,389 | $333K |
| Garrett Wealth Advisory Group, LLC | 0.05% | Reduce -1.2% | 4,388 | $333K |
| SP Asset Management LLC | 0.03% | Add +0.3% | 4,376 | $332K |
| Squire Investment Management Company, LLC | 0.08% | No change | 4,353 | $330K |
| River's Edge Wealth Management, LLC | 0.29% | Reduce -23.3% | 4,298 | $329K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +7.5% | 4,325 | $328K |
| Town Capital LLC | 0.21% | Add +33.0% | 4,269 | $324K |
| GDS Wealth Management | 0.02% | Add +9.9% | 4,255 | $322K |
| Continuum Wealth Advisors, LLC | 0.11% | Reduce -5.3% | 4,209 | $319K |
| Connecticut Capital Management Group, LLC | 0.26% | No change | 4,187 | $317K |
| Sun Group Wealth Partners | 0.22% | New | 4,178 | $317K |
| Legacy Edge Advisors, LLC | 0.03% | Add +25.8% | 4,151 | $315K |
| ETF Store, Inc. | 0.26% | New | 4,134 | $313K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -11.2% | 4,123 | $312K |
| Klingman & Associates, LLC | 0.01% | No change | 4,100 | $311K |
| Community Trust & Investment Co. | 0.02% | Reduce -9.9% | 4,096 | $310K |
| Ascent Group, LLC | 0.01% | Add +4.6% | 4,059 | $308K |
| Randolph Co Inc | 0.03% | Reduce -3.4% | 4,039 | $306K |
| SageView Advisory Group, LLC | 0.01% | Add +1.6% | 4,029 | $305K |
| Stonebrook Private Inc. | 0.06% | Add +0.1% | 4,021 | $305K |
| Integrity Financial Corp | 0.15% | Add +0.1% | 4,007 | $304K |
| Guardian Partners Inc. | 0.03% | Reduce -0.0% | 4,000 | $303K |
| Balefire, LLC | 0.05% | Add +0.4% | 3,968 | $301K |
| Nicolet Bankshares Inc. | 0.01% | Add +0.0% | 3,880 | $300K |
| Cedar Wealth Management, LLC | 0.08% | No change | 3,934 | $298K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.4% | 3,932 | $298K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 3,899 | $296K |
| BBR Partners, LLC | 0.01% | New | 3,885 | $294K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $293K |
| SRH Advisors, LLC | 0.07% | New | 3,825 | $290K |
| United Advisor Group, LLC | 0.03% | Add +1.1% | 3,824 | $290K |
| Orrstown Financial Services Inc. | 0.04% | No change | 3,821 | $290K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -11.6% | 3,796 | $288K |
| waypoint wealth counsel | 0.18% | New | 3,781 | $287K |
| Avail Investment Partners, LLC | 0.22% | Reduce -3.1% | 3,758 | $285K |
| Kelly Financial Services LLC | 0.06% | Reduce -3.1% | 3,752 | $284K |
| Westside Investment Management, Inc. | 0.04% | Add +0.1% | 3,748 | $284K |
| Huntleigh Advisors, Inc. | 0.04% | Add +2.9% | 3,715 | $282K |
| Silver Oak Securities, Incorporated | 0.02% | New | 3,713 | $281K |
| MOR Wealth Management, LLC | 0.11% | Reduce -20.8% | 3,710 | $281K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.7% | 3,681 | $279K |
| Prosperity Financial Group, Inc. | 0.09% | Add +15.1% | 3,675 | $279K |
| Community Financial Services Group, LLC | 0.04% | Add +70.5% | 3,651 | $278K |
| Note Advisors, LLC | 0.12% | Reduce -0.8% | 3,657 | $277K |
| Visionary Horizons, LLC | 0.12% | Add +5.5% | 3,651 | $277K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | Add +24.1% | 3,650 | $277K |
| Guardian Asset Advisors, LLC | 0.13% | Add +21.3% | 3,646 | $276K |
| Brogan Financial, Inc. | 0.11% | Add +0.4% | 3,646 | $276K |
| Accurate Wealth Management, LLC | 0.03% | New | 3,571 | $275K |
| IFG Advisors, LLC | 0.04% | Add +0.1% | 3,630 | $275K |
| MTM Investment Management, LLC | 0.08% | No change | 3,629 | $275K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,598 | $273K |
| North Star Investment Management Corp. | 0.01% | Add +9.1% | 3,591 | $272K |
| Strathmore Capital Advisors, Inc. | 0.07% | No change | 3,534 | $272K |
| Security Financial Services, INC. | 0.04% | No change | 3,561 | $270K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,558 | $270K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +4.1% | 3,536 | $268K |
| Zacks Investment Management | 0.00% | Add +14.4% | 3,529 | $268K |
| Goldstein Advisors, LLC | 0.02% | No change | 3,527 | $267K |
| Fiduciary Financial Advisors | 0.03% | New | 3,500 | $265K |
| Next Level Private LLC | 0.05% | Reduce -0.6% | 3,493 | $265K |
| Second Line Capital, LLC | 0.05% | Add +2.6% | 3,448 | $261K |
| Wrenne Financial Planning LLC | 0.09% | No change | 3,411 | $259K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $258K |
| TFR Capital, LLC. | 0.07% | No change | 3,384 | $256K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.4% | 3,371 | $255K |
| Sharp Wealth Advisory, LLC | 0.12% | Add +0.0% | 3,362 | $255K |
| Oakworth Capital, Inc. | 0.01% | Add +9.8% | 3,352 | $254K |
| Leuthold Group, LLC | 0.03% | Add +1.4% | 3,341 | $253K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +1.3% | 3,336 | $253K |
| Kane Investment Management, Inc. | 0.11% | New | 3,335 | $253K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.8% | 3,335 | $253K |
| Family Capital Management, Inc. | 0.10% | No change | 3,307 | $251K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $250K |
| Peak Retirement Planning, Inc. | 0.04% | Add +2.5% | 3,299 | $250K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -1.1% | 3,297 | $250K |
| Heritage Wealth Management, Inc./Texas | 0.10% | Reduce -6.0% | 3,291 | $249K |
| Pennsylvania Capital Management Inc. | 0.06% | No change | 3,264 | $247K |
| L & S Advisors Inc | 0.03% | No change | 3,258 | $247K |
| NWF Advisory Services Inc. | 0.02% | Add +0.8% | 3,257 | $247K |
| Landmark Wealth Management, LLC | 0.06% | Add +0.5% | 3,221 | $244K |
| Stordahl Capital Management, Inc. | 0.04% | No change | 3,220 | $244K |
| Hohimer Wealth Management, LLC | 0.03% | No change | 3,202 | $243K |
| FWL Investment Management, LLC | 0.04% | Reduce -3.1% | 3,189 | $242K |
| Brand Asset Management Group, Inc. | 0.05% | No change | 3,188 | $242K |
| Berger Financial Group, Inc | 0.01% | Reduce -18.8% | 3,183 | $241K |
| Polaris Investment Advisors, LLC | 0.15% | Reduce -0.1% | 3,182 | $241K |
| Wells Financial Advisors INC | 2.24% | Reduce -60.8% | 3,180 | $241K |
| Mission Hills Financial Advisory, LLC | 0.11% | Add +1.3% | 3,179 | $241K |
| Rodgers Brothers Inc. | 0.02% | New | 3,173 | $240K |
| Costello Asset Management, INC | 0.07% | Reduce -1.1% | 3,170 | $240K |
| Acute Investment Advisory, LLC | 2.54% | Reduce -4.6% | 3,165 | $240K |
| Legacy Financial Group LLC | 0.03% | No change | 3,161 | $240K |
| Covenant Asset Management, LLC | 0.04% | No change | 3,151 | $239K |
| Bannerstone Capital Management, LLC | 0.20% | Add +0.7% | 3,150 | $239K |
| Elevated Financial Group LLC | 0.07% | No change | 3,132 | $237K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.5% | 3,132 | $237K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.1% | 3,112 | $236K |
| Argent Trust Co | 0.01% | No change | 3,106 | $235K |
| AIMZ Investment Advisors, LLC | 0.06% | Reduce -13.9% | 3,098 | $235K |
| Owen LaRue, LLC | 0.08% | Add +0.1% | 3,095 | $235K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 3,094 | $234K |
| Integris Wealth Management, LLC | 0.05% | New | 3,076 | $233K |
| Kirkwood Financial Services | 0.07% | Add +0.4% | 3,022 | $229K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,000 | $227K |
| Annex Advisory Services, LLC | 0.00% | Reduce -17.9% | 2,994 | $227K |
| Fisher Asset Management | 0.00% | Reduce -57.9% | 2,979 | $226K |
| Optivise Advisory Services LLC | 0.11% | New | 2,976 | $226K |
| apricus wealth, LLC | 0.11% | New | 2,973 | $225K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -14.8% | 2,942 | $223K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 2,938 | $223K |
| Simplicity Wealth,LLC | 0.01% | Reduce -5.1% | 2,937 | $223K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 2,924 | $222K |
| Signaturefd, LLC | 0.00% | Add +53.7% | 2,921 | $221K |
| Wealth Alliance, LLC | 0.02% | New | 2,913 | $221K |
| Liberty Atlantic Advisors LLC | 0.16% | New | 2,904 | $220K |
| Drucker Wealth 3.0, LLC | 0.03% | Reduce -12.2% | 2,875 | $218K |
| BNC Wealth Management, LLC | 0.05% | Reduce -2.7% | 2,870 | $218K |
| AlphaStar Capital Management, LLC | 0.01% | New | 2,857 | $217K |
| Westbourne Investments, Inc. | 0.09% | No change | 2,850 | $216K |
| Avion Wealth | 0.04% | Add +823.0% | 2,852 | $216K |
| One Capital Management, LLC | 0.01% | No change | 3,062 | $215K |
| Bellars Harris Wealth Management, LLC | 0.04% | — | 2,830 | $214K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,830 | $214K |
| GHP Investment Advisors, Inc. | 0.01% | Add +3.5% | 2,830 | $214K |
| Balance Wealth Partners LLC | 0.06% | Reduce -37.8% | 2,789 | $211K |
| Founders Financial Securities LLC | 0.01% | Reduce -95.9% | 2,786 | $211K |
| Vantus Wealth LLC | 0.11% | — | 2,779 | $211K |
| Vericrest Private Wealth | 0.19% | New | 2,775 | $210K |
| Royal Harbor Partners, LLC | 0.07% | New | 2,773 | $210K |
| CarsonAllaria Wealth Management, Ltd. | 0.09% | New | 2,768 | $210K |
| Summit Wealth Group, LLC | 0.04% | New | 2,762 | $209K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 2,758 | $209K |
| Clarkston Capital Partners, LLC | 0.02% | Reduce -86.3% | 2,755 | $209K |
| Valued Wealth Advisors LLC | 0.08% | No change | 2,729 | $207K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,711 | $205K |
| Rahlfs Capital, LLC | 0.15% | New | 2,700 | $205K |
| Gradient Investments LLC | 0.00% | New | 2,688 | $204K |
| Berkshire Asset Management LLC | 0.01% | New | 2,683 | $203K |
| SVB Wealth LLC | 0.01% | New | 2,665 | $202K |
| Steinberganna Wealth Management | 0.08% | New | 2,652 | $201K |
| Pacific Wealth Management | 0.09% | New | 2,640 | $200K |
| Barrett & Company, Inc. | 0.06% | No change | 2,600 | $197K |
| Stone House Investment Management, LLC | 0.03% | Add +0.4% | 2,587 | $196K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | Reduce -0.1% | 2,572 | $195K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.4% | 2,459 | $186K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.5% | 2,359 | $179K |
| 3 Factor Indexing, LLC | 0.15% | No change | 2,355 | $178K |
| Ameriflex Group, Inc. | 0.07% | Add +1.8% | 2,337 | $177K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $174K |
| First Horizon Corp. | 0.01% | No change | 2,283 | $173K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,213 | $168K |
| Bogart Wealth, LLC | 0.01% | Reduce -47.7% | 2,194 | $166K |
| NorthAvenue LLC | 0.12% | No change | 2,127 | $161K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -23.6% | 2,117 | $160K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,105 | $160K |
| CrossGen Wealth, LLC | 0.12% | No change | 2,097 | $159K |
| Deutsche Bank AG | 0.00% | No change | 2,080 | $158K |
| Realta Investment Advisors | 0.05% | Add +403.4% | 2,044 | $155K |
| Archer Investment Corp | 0.03% | Add +0.1% | 2,037 | $154K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -1.5% | 2,005 | $152K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 2,002 | $152K |
| Abound Wealth Management | 0.03% | Add +584.0% | 1,929 | $146K |
| American Capital Advisory, LLC | 0.05% | Add +0.2% | 1,802 | $137K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 1,790 | $136K |
| Marshall Investment Management, LLC | 0.06% | No change | 1,776 | $135K |
| Glassman Wealth Services | 0.02% | No change | 1,769 | $134K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -5.5% | 1,731 | $131K |
| Adkins Seale Capital Management LLC | 0.11% | Add +1.8% | 1,698 | $129K |
| Caitlin John, LLC | 0.07% | No change | 1,698 | $129K |
| EPG Wealth Management LLC | 0.03% | No change | 1,693 | $128K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.5% | 1,685 | $128K |
| Signature Equity Partners, LLC | 0.06% | Reduce -4.6% | 1,668 | $126K |
| Hoey Investments, Inc. | 0.02% | No change | 1,653 | $125K |
| McDonald Partners LLC | 0.03% | New | 1,649 | $125K |
| Redwood Park Advisors LLC | 0.09% | No change | 1,603 | $121K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 1,600 | $121K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 1,520 | $115K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 1,501 | $114K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +248.7% | 2,082 | $114K |
| Brooklyn FI, LLC | 0.02% | New | 1,455 | $112K |
| SJS Investment Consulting Inc. | 0.01% | Add +27.8% | 1,470 | $111K |
| Hollencrest Capital Management | 0.01% | Reduce -2.7% | 1,466 | $111K |
| Quent Capital, LLC | 0.01% | Add +4.5% | 1,453 | $110K |
| Noble Wealth Management PBC | 0.05% | No change | 1,450 | $110K |
| Certuity, LLC | 0.01% | No change | 1,444 | $109K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,443 | $109K |
| Zions Bancorporation, National Association | 0.01% | New | 1,436 | $109K |
| Compass Financial Management LLC | 0.01% | — | 1,409 | $107K |
| West Branch Capital LLC | 0.02% | Reduce -16.8% | 1,382 | $105K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -25.0% | 1,350 | $102K |
| Versant Capital Management, Inc | 0.01% | Add +0.4% | 1,301 | $99K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,260 | $95K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +0.4% | 1,242 | $94K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $92K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,190 | $90K |
| Dunhill Financial, LLC | 0.02% | Add +31.6% | 1,163 | $88K |
| Elevate Wealth Advisory, Inc. | 0.05% | Add +40.2% | 1,150 | $87K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,149 | $87K |
| Bayban | 0.07% | No change | 1,146 | $87K |
| Bokf, NA | 0.00% | No change | 1,134 | $86K |
| Imprint Wealth LLC | 0.34% | No change | 1,118 | $85K |
| West Financial Advisors, LLC | 0.01% | No change | 1,098 | $83K |
| CDKV Holdings LLC | 0.06% | No change | 1,083 | $82K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 991 | $77K |
| Lazard Asset Management LLC | 0.00% | No change | 1,000 | $76K |
| Dorato Capital Management | 0.05% | No change | 978 | $75K |
| Lodestone Wealth Management LLC | 0.03% | No change | 977 | $74K |
| Bfsg, LLC | 0.01% | No change | 974 | $74K |
| Copia Wealth Management | 0.04% | No change | 968 | $73K |
| Rossby Financial, LCC | 0.01% | Reduce -44.4% | 967 | $73K |
| Burnham & Co LLC | 0.06% | — | 950 | $72K |
| Institute for Wealth Management, LLC. | 0.01% | New | 917 | $70K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -64.9% | 917 | $70K |
| Hilltop National Bank | 0.01% | No change | 904 | $69K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $68K |
| Hilton Head Capital Partners, LLC | 0.03% | Add +0.3% | 888 | $67K |
| Community Bank, N.A. | 0.01% | No change | 886 | $67K |
| High Point Wealth Management, LLC | 0.06% | Add +0.5% | 880 | $67K |
| Newton One Investments LLC | 0.02% | No change | 862 | $65K |
| Red Reef Advisors LLC | 0.06% | No change | 862 | $65K |
| WPG Advisers, LLC | 0.04% | Reduce -4.5% | 855 | $65K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 850 | $64K |
| Obsidian Cio, LLC | 0.05% | Reduce -65.3% | 825 | $63K |
| Bulwark Capital Corp | 0.03% | Reduce -1.0% | 816 | $62K |
| Tripletail Wealth Management, LLC | 0.07% | No change | 800 | $62K |
| Synergy Investment Management, LLC | 0.01% | Add +0.3% | 811 | $61K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 796 | $60K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +537.7% | 778 | $59K |
| Family Manage LLC | 0.01% | No change | 771 | $58K |
| Access Investment Management LLC | 0.01% | No change | 760 | $58K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $57K |
| Clark Wealth Partners | 0.03% | Add +0.5% | 748 | $57K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.1% | 729 | $55K |
| Coastline Trust Co | 0.00% | New | 697 | $53K |
| Heritage Wealth Advisors | 0.00% | No change | 686 | $52K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.4% | 685 | $52K |
| JNBA Financial Advisors | 0.00% | No change | 684 | $52K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 678 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -23.9% | 665 | $51K |
| Tompkins Financial Corp. | 0.00% | No change | 668 | $51K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +0.5% | 655 | $50K |
| Mather Group, Llc. | 0.00% | Reduce -22.6% | 638 | $48K |
| MidFirst Bank | 0.00% | New | 594 | $45K |
| IAG Wealth Partners, LLC | 0.00% | No change | 592 | $45K |
| Rexford Capital Inc. | 0.03% | New | 590 | $45K |
| Operose Advisors LLC | 0.01% | No change | 563 | $43K |
| ESL Trust Services, LLC | 0.01% | New | 558 | $42K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 533 | $40K |
| Downshift Financial, LLC | 0.02% | New | 513 | $39K |
| Walsh & Associates, LLC | 0.03% | No change | 510 | $39K |
| Highline Wealth Partners LLC | 0.01% | New | 510 | $39K |
| Advantage Trust Co | 0.01% | New | 503 | $38K |
| Horrell Capital Management, Inc. | 0.02% | No change | 500 | $38K |
| Strive Financial Group ,LLC | 0.02% | Add +5.8% | 473 | $36K |
| LifeSteps Financial, Inc. | 0.02% | New | 471 | $36K |
| Vima LLC | 0.04% | — | 465 | $35K |
| Maseco LLP | 0.00% | New | 454 | $34K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 447 | $34K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -10.1% | 446 | $34K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 440 | $33K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -18.9% | 430 | $33K |
| Triumph Capital Management | 0.01% | Add +37.3% | 416 | $32K |
| Bullock Wealth Management Group | 0.01% | Add +0.3% | 405 | $31K |
| Independence Bank of Kentucky | 0.00% | No change | 401 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 400 | $30K |
| Tucker Asset Management LLC | 0.01% | No change | 398 | $30K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 385 | $29K |
| Ascentis Independent Advisors | 0.08% | Reduce -95.1% | 377 | $29K |
| Arlington Trust Co LLC | 0.00% | No change | 370 | $28K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 374 | $28K |
| Tidemark, LLC | 0.01% | New | 363 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $24K |
| Keystone Financial Group, Inc. | 0.01% | No change | 305 | $23K |
| Southern Michigan Bank & Trust | 0.01% | No change | 300 | $23K |
| CGC Financial Services, LLC | 0.00% | No change | 282 | $21K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 276 | $21K |
| Rialto Wealth Management, LLC | 0.00% | No change | 267 | $20K |
| Pflug Koory, LLC | 0.01% | No change | 256 | $19K |
| Miller Capital Partners, Inc. | 0.01% | No change | 252 | $19K |
| Front Row Advisors LLC | 0.01% | No change | 238 | $19K |
| Whipplewood Advisors, LLC | 0.01% | No change | 249 | $19K |
| Ankerstar Wealth, LLC | 0.02% | No change | 240 | $18K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 237 | $18K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 230 | $17K |
| Tower View Wealth Management LLC | 0.01% | No change | 220 | $17K |
| O'Domhnaill Enterprises, Inc. | 0.01% | Add +22.4% | 219 | $17K |
| Mosley Wealth Management | 0.01% | Reduce -83.6% | 210 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 207 | $16K |
| Y.D. More Investments Ltd | 0.00% | No change | 200 | $15K |
| First Community Trust NA | 0.01% | No change | 197 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 208 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 185 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 180 | $14K |
| Napier Financial, LLC | 0.00% | No change | 172 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $13K |
| Toronto Dominion Bank | 0.00% | No change | 171 | $13K |
| Sittner & Nelson, LLC | 0.00% | No change | 167 | $13K |
| Caldwell Trust Co | 0.00% | No change | 166 | $13K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 166 | $13K |
| Key Capital Management, INC | 0.01% | New | 160 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 154 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 154 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | Add +181.1% | 149 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 143 | $11K |
| Robinswood Financial LLC | 0.00% | Add +0.7% | 138 | $10K |
| Sankala Group LLC | 0.01% | Reduce -20.3% | 130 | $10K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.8% | 128 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -66.5% | 127 | $10K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -73.1% | 125 | $9K |
| Quantum Portfolio Management LLC | 0.00% | New | 121 | $9K |
| Creative Capital Management Investments LLC | 0.00% | No change | 110 | $8K |
| Evolution Wealth Management Inc. | 0.00% | No change | 109 | $8K |
| DecisionPoint Financial, LLC | 0.00% | No change | 108 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +0.9% | 106 | $8K |
| Sawyer & Company, Inc | 0.00% | New | 102 | $8K |
| Trust Co. of Toledo NA | 0.00% | New | 102 | $8K |
| Strategic Advocates LLC | 0.03% | New | 100 | $8K |
| Group One Trading LLC | 0.00% | New | 100 | $8K |
| BankPlus Trust Department | 0.00% | No change | 94 | $7K |
| Tsfg, LLC | 0.00% | Reduce -41.6% | 90 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 73 | $6K |
| TFC Financial Management, Inc. | 0.00% | New | 66 | $5K |
| Westend Capital Management, LLC | 0.00% | New | 64 | $5K |
| Meramec Financial Planners, LLC | 0.00% | Add +144.0% | 61 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 60 | $5K |
| SYM FINANCIAL Corp | 0.00% | New | 55 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 51 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -82.6% | 50 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 46 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $3K |
| Pittenger & Anderson Inc. | 0.00% | New | 34 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.6% | 34 | $3K |
| RMG Wealth Management LLC | 0.00% | New | 30 | $2K |
| Kilter Group LLC | 0.00% | No change | 30 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 27 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 27 | $2K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -97.8% | 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 | $2K |
| 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 | $847 |
| NBH Bank | 0.00% | — | 8 | $606 |
| LM Advisors LLC | 0.00% | Add +1323.7% | 4,684 | $355 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.9% | 1 | $92 |
| Sage Mountain Advisors LLC | 0.00% | New | 1 | $76 |
| Roble, Belko & Company, Inc | 0.00% | Add +25.0% | 5 | $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.