Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q4 2025 (December 31)789holders +135
100new positions
31sold out
5famous investors
$60.74avg. 13F price*
At the end of Q4 2025, 789 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 135 from Q3 2025. 100 opened new positions and 31 sold out. The largest holders were Envestnet Asset Management Inc. ($6.7B), LPL Financial LLC ($2.7B) and JPMorgan Chase & Co. ($1.5B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q4 2025)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $287.3M |
| Exits | 31 | $616.3M |
All 13F filers, Q3 2025 → Q4 2025: 47,512,233 shares bought and 15,527,076 shares sold, net +31,985,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 789 holders
| Envestnet Asset Management Inc. | 2.00% | Reduce -0.4% | 110,605,611 | $6.7B |
| LPL Financial LLC | 0.75% | Add +10.4% | 45,131,519 | $2.7B |
| JPMorgan Chase & Co. | 0.10% | Add +7.0% | 24,492,775 | $1.5B |
| First Command Advisory Services, Inc. | 9.59% | Add +0.5% | 22,637,020 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -3.8% | 22,464,330 | $1.4B |
| Morgan Stanley | 0.06% | Add +12.5% | 16,575,210 | $1.0B |
| Ameriprise Financial Inc. | 0.21% | Add +25.2% | 15,336,108 | $932.5M |
| Bank of America Corp. | 0.05% | Add +11.2% | 11,816,168 | $718.5M |
| Northwestern Mutual Wealth Management Co. | 0.43% | Add +38.7% | 11,194,500 | $680.7M |
| Dynasty Wealth Management, LLC | 5.69% | Add +51.8% | 9,529,543 | $579.5M |
| MML Investors Services, LLC | 1.28% | Add +13.0% | 8,643,757 | $525.6M |
| Envestnet Portfolio Solutions, Inc. | 1.76% | Add +5.1% | 8,261,259 | $502.4M |
| Cwm, LLC | 1.32% | Add +1.4% | 8,014,666 | $487.4M |
| Cetera Investment Advisers | 0.52% | Add +9.6% | 7,812,309 | $475.1M |
| Sagespring Wealth Partners, LLC | 6.39% | Add +3.3% | 6,470,093 | $351.6M |
| Raymond James Financial Inc. | 0.11% | Add +5.2% | 5,641,967 | $343.1M |
| Janney Montgomery Scott LLC | 0.67% | Add +1.7% | 4,787,660 | $291.1M |
| NewEdge Advisors, LLC | 1.05% | Add +8.8% | 4,742,264 | $288.4M |
| OneDigital Investment Advisors LLC | 2.56% | Add +3.2% | 4,300,287 | $261.5M |
| Commonwealth Equity Services, LLC | 0.34% | Add +21.1% | 4,253,821 | $258.7M |
| Wells Fargo & Company | 0.05% | Add +22.8% | 4,123,512 | $250.8M |
| Bank of New York Mellon Corp | 0.04% | Add +7.7% | 4,024,819 | $244.7M |
| Thrivent Financial for Lutherans | 0.40% | Add +64.2% | 3,630,528 | $221.8M |
| Osaic Holdings, Inc. | 0.31% | Reduce -6.3% | 3,461,063 | $210.5M |
| Sofi Wealth, LLC | 10.28% | Add +9.9% | 3,389,851 | $206.1M |
| OpenArc Corporate Advisory, LLC | 3.33% | — | 3,311,021 | $201.3M |
| Foundations Investment Advisors, LLC | 2.58% | Add +8.9% | 3,233,351 | $196.6M |
| Sanctuary Advisors, LLC | 0.99% | Add +4.0% | 2,994,449 | $182.1M |
| Merit Financial Group, LLC | 1.43% | Add +17.3% | 2,922,087 | $177.7M |
| JB Capital LLC | 7.16% | Add +2.6% | 2,883,894 | $175.4M |
| Royal Bank of Canada | 0.03% | Add +16.7% | 2,868,464 | $174.4M |
| Stifel Financial Corp. | 0.14% | Add +14.2% | 2,539,386 | $154.4M |
| FORM Wealth Advisors, LLC | 15.63% | — | 2,195,797 | $133.5M |
| United Capital Financial Advisors, LLC | 0.78% | Add +2.5% | 2,111,020 | $128.4M |
| Parallel Advisors, LLC | 2.26% | Add +2.4% | 2,028,325 | $123.3M |
| Advocacy Wealth Management, LLC | 5.05% | Add +4.0% | 1,984,442 | $120.7M |
| Equitable Holdings, Inc. | 0.82% | Add +23.2% | 1,976,400 | $120.2M |
| Integrated Wealth Concepts LLC | 1.23% | Add +9.8% | 1,699,801 | $103.4M |
| Assetmark, Inc. | 0.21% | Add +2.6% | 1,692,264 | $102.9M |
| UBS Group AG | 0.02% | Add +35.5% | 1,558,773 | $94.8M |
| AE Wealth Management LLC | 0.49% | Add +2.6% | 1,411,859 | $85.9M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +7.4% | 1,384,271 | $84.2M |
| Ascent Group, LLC | 2.69% | Add +2.0% | 1,293,230 | $78.6M |
| Austin Private Wealth, LLC | 5.67% | Add +2.2% | 1,243,266 | $75.6M |
| Annex Advisory Services, LLC | 1.42% | Add +15.7% | 1,222,445 | $74.3M |
| Truist Financial Corp. | 0.10% | Add +4.7% | 1,211,670 | $73.7M |
| Jones Financial Companies LLLP | 0.04% | Add +56.8% | 1,203,705 | $73.2M |
| Atria Investments, Inc | 0.82% | Add +5.9% | 1,182,227 | $71.9M |
| BlueStem Wealth Partners, LLC | 7.88% | New | 1,174,349 | $71.4M |
| Private Advisor Group, LLC | 0.32% | Add +47.1% | 1,130,116 | $68.7M |
| Stratos Wealth Partners, LTD. | 0.78% | Add +11.3% | 1,127,752 | $68.6M |
| CreativeOne Wealth, LLC | 1.66% | Add +11.2% | 1,125,153 | $68.4M |
| Two Sigma Investments, LP | 0.11% | Reduce -62.0% | 1,096,800 | $66.7M |
| Stratos Investment Management, LLC | 2.57% | Add +2.4% | 1,054,581 | $64.1M |
| Icon Wealth Advisors, LLC | 4.24% | Add +3.3% | 1,046,787 | $63.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.54% | Add +22.4% | 972,506 | $59.1M |
| Sharkey, Howes & Javer | 6.94% | Reduce -4.0% | 897,983 | $54.6M |
| Eastern Bank | 0.89% | Add +1078686.1% | 852,241 | $51.8M |
| US Bancorp \de | 0.06% | Add +4.5% | 847,219 | $51.5M |
| Mgo One Seven LLC | 1.03% | Add +44.6% | 827,056 | $50.3M |
| Tsfg, LLC | 7.50% | Add +37.1% | 825,630 | $50.2M |
| KWB Wealth | 4.64% | Add +9.7% | 805,373 | $49.0M |
| Shepherd Financial Partners LLC | 4.48% | Add +3.8% | 795,656 | $48.4M |
| MA Private Wealth | 7.95% | Add +7.3% | 783,549 | $47.6M |
| HighTower Advisors, LLC | 0.05% | Add +13.5% | 758,626 | $46.1M |
| Intelligence Driven Advisers, LLC | 6.50% | Reduce -2.6% | 747,352 | $45.4M |
| Scarborough Advisors, LLC | 7.63% | Add +2.4% | 743,184 | $45.2M |
| Horizon Wealth Management, LLC | 6.94% | Add +3753.7% | 734,969 | $44.7M |
| Mariner, LLC | 0.05% | Add +24.2% | 732,587 | $44.5M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +43.5% | 729,993 | $44.4M |
| CFO4Life Group, LLC | 6.30% | Reduce -1.0% | 726,833 | $44.2M |
| IHT Wealth Management, LLC | 1.07% | Add +48.3% | 725,137 | $44.1M |
| Horst & Graben Wealth Management LLC | 6.65% | Add +3.1% | 724,419 | $44.1M |
| Farther Finance Advisors, LLC | 0.47% | Add +24.8% | 718,126 | $43.7M |
| Presidio Capital Management, LLC | 13.06% | New | 714,640 | $43.5M |
| CFS Investment Advisory Services, LLC | 3.08% | Add +0.9% | 693,628 | $42.2M |
| West Wealth Group, LLC | 8.54% | Add +8.6% | 677,172 | $41.2M |
| SteelPeak Wealth, LLC | 1.34% | Reduce -0.1% | 670,419 | $40.8M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +12.0% | 662,236 | $40.3M |
| Perigon Wealth Management, LLC | 0.72% | Add +21.0% | 658,848 | $40.1M |
| Stone House Investment Management, LLC | 6.21% | Add +3.0% | 658,126 | $40.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Add +65.4% | 641,441 | $39.0M |
| Capital Analysts, LLC | 1.08% | Add +29.6% | 641,081 | $39.0M |
| McMorgan & Co. LLC | 6.33% | Reduce -0.2% | 628,061 | $38.2M |
| Tennessee Valley Asset Management Partners | 4.79% | Add +4.3% | 607,939 | $37.0M |
| Prudential PLC | 0.29% | New | 606,300 | $36.9M |
| Madison Wealth Partners, Inc | 6.56% | Add +4.5% | 591,085 | $35.9M |
| Spinnaker Trust | 1.88% | Add +4.4% | 578,290 | $35.2M |
| NorthRock Partners, LLC | 0.59% | Add +32.9% | 573,058 | $34.8M |
| Eq LLC | 10.02% | Add +8.7% | 571,636 | $34.8M |
| &partners | 0.18% | Add +28.9% | 569,745 | $34.7M |
| High Falls Advisors, Inc | 6.99% | Add +3.1% | 567,822 | $34.5M |
| Triad Wealth Partners, LLC | 3.23% | Add +25.7% | 559,341 | $34.0M |
| Keystone Financial Group | 2.48% | Add +31.5% | 550,402 | $33.5M |
| Buttonwood Financial Group, LLC | 17.61% | Reduce -31.7% | 538,205 | $33.1M |
| NorthCoast Asset Management LLC | 0.73% | Add +13770.3% | 544,131 | $33.1M |
| Kelly Financial Services LLC | 8.29% | Add +2.3% | 543,668 | $33.1M |
| Security Financial Services, INC. | 5.17% | Add +2.5% | 541,587 | $32.9M |
| One Wealth Advisors, LLC | 3.94% | Add +3.1% | 530,580 | $32.3M |
| Arax Advisory Partners | 0.94% | Reduce -27.5% | 528,648 | $32.1M |
| Physician Wealth Advisors, Inc. | 4.41% | Add +3.3% | 520,752 | $31.7M |
| Embree Financial Group | 3.88% | Add +71.4% | 519,559 | $31.6M |
| Wealth Alliance, LLC | 3.09% | Add +9.5% | 518,844 | $31.6M |
| Madrona Financial Services, LLC | 6.37% | Add +0.2% | 490,220 | $29.8M |
| Avid Wealth Partners LLC | 14.47% | Add +18.3% | 487,061 | $29.6M |
| Ullmann Wealth Partners Group, LLC | 3.08% | Add +49.1% | 486,106 | $29.6M |
| Liberty Wealth Management LLC | 3.76% | Add +1.3% | 478,794 | $29.1M |
| Detalus Advisors, LLC | 7.08% | Add +7.4% | 477,791 | $29.1M |
| Vise Technologies, Inc. | 0.57% | Add +46.6% | 476,752 | $29.0M |
| Stokes Family Office, LLC | 2.60% | Add +2.2% | 467,316 | $28.4M |
| Barings LLC | 0.54% | Add +9.8% | 466,291 | $28.4M |
| Global Retirement Partners, LLC | 0.50% | Add +93.0% | 460,532 | $28.0M |
| Integrity Alliance, Llc. | 1.02% | Add +24.3% | 458,160 | $27.9M |
| Capital Planning Advisors, LLC | 3.71% | Add +10.8% | 456,610 | $27.8M |
| PAX Financial Group, LLC | 4.77% | Add +15.0% | 454,681 | $27.6M |
| Strategic Blueprint, LLC | 1.63% | Add +1.0% | 452,646 | $27.5M |
| Insight Wealth Strategies, LLC | 3.15% | Add +1.8% | 452,161 | $27.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 3.28% | — | 446,490 | $27.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +10.7% | 444,325 | $27.0M |
| High Probability Advisors, LLC | 3.55% | Add +2.4% | 438,248 | $26.6M |
| Stonebrook Private Inc. | 5.54% | Add +55.1% | 434,791 | $26.4M |
| Beacon Financial Group | 2.61% | Add +6.4% | 430,825 | $26.2M |
| U.S. Capital Wealth Advisors, LLC | 0.68% | Add +31.3% | 425,968 | $25.9M |
| Midwest Capital Advisors, LLC | 12.39% | Add +4.2% | 425,434 | $25.9M |
| Trek Financial, LLC | 1.50% | Add +5.3% | 424,443 | $25.8M |
| Centerline Wealth Advisors, LLC | 9.23% | Add +139.8% | 419,262 | $25.5M |
| GeoWealth Management, LLC | 0.94% | Reduce -8.2% | 419,175 | $25.5M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +29.7% | 419,077 | $25.5M |
| Cypress Wealth Services, LLC | 3.52% | Add +8.9% | 418,852 | $25.5M |
| Keystone Financial Services | 7.65% | Add +15.0% | 416,736 | $25.3M |
| Unique Wealth, LLC | 3.53% | Add +2.1% | 415,845 | $25.3M |
| Principal Securities, Inc. | 0.38% | Add +27.8% | 408,780 | $24.9M |
| ONE Advisory Partners, LLC | 7.43% | Add +1.6% | 405,003 | $24.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +33.2% | 396,761 | $24.1M |
| Apeiron RIA LLC | 4.86% | Add +37.5% | 388,860 | $24.0M |
| Mason & Associates, LLC | 5.32% | Reduce -2.2% | 384,460 | $23.4M |
| Perennial Investment Advisors, LLC | 1.84% | Add +0.6% | 383,524 | $23.3M |
| MAI Capital Management | 0.13% | Add +3.6% | 383,530 | $23.3M |
| Brookstone Capital Management | 0.27% | Add +6.1% | 381,379 | $23.2M |
| Royal Harbor Partners, LLC | 7.64% | Add +0.9% | 380,143 | $23.1M |
| Wealth Group Ltd | 5.07% | Add +39.8% | 372,733 | $22.7M |
| First Hawaiian Bank | 2.97% | Add +7.3% | 367,344 | $22.3M |
| Swmg, LLC | 5.95% | Add +5.9% | 347,861 | $21.4M |
| Legacy Financial Group LLC | 2.62% | Add +1.2% | 348,362 | $21.2M |
| Kingsview Wealth Management, LLC | 0.30% | Add +36.0% | 346,131 | $21.0M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +96.8% | 344,354 | $20.9M |
| Patton Albertson Miller Group, LLC | 2.44% | Add +32.8% | 340,958 | $20.7M |
| Kilter Group LLC | 9.01% | Add +9.8% | 333,524 | $20.3M |
| TSA Wealth Managment LLC | 6.64% | Reduce -0.8% | 329,571 | $20.0M |
| Regal Investment Advisors LLC | 1.19% | Add +20.4% | 326,791 | $19.9M |
| Blue Trust, Inc. | 0.22% | Reduce -8.0% | 325,780 | $19.8M |
| ShoreHaven Wealth Partners, LLC | 7.08% | Add +3.7% | 324,101 | $19.7M |
| Tradition Wealth Management, LLC | 1.40% | Add +14.7% | 321,561 | $19.6M |
| Scissortail Wealth Management, LLC | 4.42% | Add +1.6% | 318,763 | $19.4M |
| Sovran Advisors, LLC | 1.65% | Add +1.9% | 317,137 | $19.4M |
| Financial Life Advisors | 5.90% | Reduce -0.6% | 314,833 | $19.1M |
| Lineweaver Wealth Advisors, LLC | 2.61% | Add +2.2% | 314,681 | $19.1M |
| Boyum Wealth Architects LLC | 8.77% | Add +73.5% | 308,574 | $18.8M |
| Rothschild Wealth LLC | 1.80% | Add +22.8% | 307,234 | $18.7M |
| Regatta Capital Group, LLC | 2.76% | Reduce -1.7% | 300,135 | $18.3M |
| Claro Advisors Inc. | 2.47% | Add +14.1% | 298,406 | $18.1M |
| Mutual Advisors, LLC | 0.39% | Reduce -5.0% | 298,086 | $18.1M |
| Ashton Thomas Private Wealth, LLC | 0.44% | Add +18.5% | 295,655 | $18.0M |
| Invst, LLC | 1.95% | Reduce -8.6% | 294,672 | $17.9M |
| Eldridge Investment Advisors, Inc. | 3.94% | Add +3.3% | 293,970 | $17.9M |
| Elevated Financial Group LLC | 6.08% | — | 289,095 | $17.6M |
| Van Hulzen Asset Management, LLC | 1.29% | Add +5.3% | 288,602 | $17.5M |
| Apollon Wealth Management, LLC | 0.30% | Add +12.9% | 286,778 | $17.4M |
| Ancora Advisors LLC | 0.36% | Add +19.2% | 285,472 | $17.4M |
| JT Stratford LLC | 2.24% | Add +890.2% | 285,099 | $17.3M |
| Weil Company, Inc. | 3.91% | Add +14.0% | 279,280 | $17.0M |
| Diversify Wealth Management, LLC | 0.79% | New | 275,295 | $16.9M |
| World Investment Advisors | 0.28% | Add +425.2% | 275,471 | $16.8M |
| Bay Harbor Wealth Management, LLC | 4.31% | Add +2.4% | 271,348 | $16.5M |
| WealthShield Partners, LLC | 1.82% | Add +2.5% | 270,918 | $16.5M |
| Snowden Capital Advisors LLC | 0.42% | Add +2.0% | 269,255 | $16.4M |
| Financial Enhancement Group LLC | 2.12% | Add +22.6% | 269,796 | $16.3M |
| Independent Financial Group, LLC | 0.36% | Add +35.2% | 266,408 | $16.2M |
| Gilbert Capital Group, Inc. | 11.44% | Add +109.9% | 250,397 | $15.2M |
| RFG Advisory, LLC | 0.28% | Add +2.0% | 248,511 | $15.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -22.8% | 241,147 | $14.7M |
| Jmac Enterprises LLC | 2.76% | Add +1.9% | 237,793 | $14.5M |
| Beacon Bridge Wealth Partners, LLC | 4.78% | Add +23.8% | 236,391 | $14.4M |
| Synergy Investment Management, LLC | 5.08% | Add +16.5% | 236,090 | $14.4M |
| Waverly Advisors, LLC | 0.12% | Add +12.8% | 233,668 | $14.2M |
| McNaughton Wealth Management, LLC | 5.83% | Add +9.5% | 232,851 | $14.2M |
| BCGM Wealth Management, LLC | 3.61% | Add +0.3% | 232,755 | $14.2M |
| Fortitude Financial, LLC | 12.00% | Add +5.5% | 232,569 | $14.1M |
| Hemming& Wealth Management, Inc. | 9.61% | — | 231,014 | $14.0M |
| Mayflower Financial Advisors, LLC | 1.70% | Add +3.0% | 230,375 | $14.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.21% | Reduce -9.3% | 227,676 | $13.8M |
| Vigilare Wealth Management | 4.65% | Add +59.6% | 227,510 | $13.8M |
| Able Wealth Management LLC | 4.34% | Add +25.9% | 225,523 | $13.7M |
| Modern Wealth Management, LLC | 0.25% | Add +57.5% | 223,815 | $13.6M |
| BridgePort Financial Solutions, LLC | 3.61% | Add +0.3% | 220,770 | $13.4M |
| Tull Financial Group, Inc. | 5.75% | Add +4.6% | 220,749 | $13.4M |
| Shira Ridge Wealth Management | 5.38% | Add +90.2% | 220,321 | $13.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +10.0% | 220,000 | $13.4M |
| Endeavor Private Wealth, Inc. | 3.80% | Add +54.6% | 217,733 | $13.2M |
| VestGen Advisors, LLC | 0.56% | Reduce -55.5% | 216,979 | $13.2M |
| Menora Mivtachim Holdings LTD. | 0.06% | Add +8.9% | 214,615 | $13.1M |
| Cobblestone Asset Management LLC | 5.78% | Reduce -0.0% | 211,765 | $12.9M |
| Ameritas Advisory Services, LLC | 0.48% | Reduce -26.0% | 210,099 | $12.8M |
| Quadrant Private Wealth Management, LLC | 2.09% | Add +14.4% | 210,090 | $12.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | No change | 207,046 | $12.6M |
| SigFig Wealth Management, LLC | 0.37% | Add +1.7% | 202,830 | $12.3M |
| Vertex Planning Partners, LLC | 2.85% | Add +2.4% | 201,736 | $12.3M |
| May Hill Capital, LLC | 3.28% | Add +21.2% | 200,277 | $12.2M |
| WCG Wealth Advisors LLC | 0.34% | Add +11.2% | 199,269 | $12.1M |
| Patriot Financial Group Insurance Agency, LLC | 1.45% | Add +29.1% | 199,131 | $12.1M |
| Watershed Private Wealth LLC | 3.60% | Reduce -2.0% | 197,237 | $12.0M |
| Csenge Advisory Group | 0.54% | Add +6.2% | 196,943 | $12.0M |
| Foundry Financial Group, Inc. | 5.82% | Add +14.4% | 191,117 | $11.6M |
| Gen-Wealth Partners Inc | 3.71% | Add +16.6% | 190,549 | $11.6M |
| Twin Peaks Wealth Advisors, LLC | 3.35% | Add +19.7% | 185,633 | $11.5M |
| Tudor Investment Corporation | 0.07% | New | 189,089 | $11.5M |
| Peak Wealth Management LLC | 9.61% | — | 188,961 | $11.5M |
| Maia Wealth LLC | 1.93% | Reduce -15.7% | 186,260 | $11.3M |
| LiftPoint Family Wealth Advisors LLC | 9.62% | — | 185,396 | $11.3M |
| Focus Financial Network, Inc. | 0.39% | Add +1.4% | 185,204 | $11.3M |
| Ridgeline Wealth Planning, LLC | 7.97% | Add +7.7% | 183,577 | $11.2M |
| Hobbs Wealth Management, LLC | 10.83% | Add +6.7% | 182,871 | $11.1M |
| Keebeck Wealth Management | 1.26% | Add +4.0% | 179,794 | $10.9M |
| Sterling Group Wealth Management, LLC | 5.25% | Add +3.6% | 178,409 | $10.8M |
| True Vision MN LLC | 5.51% | Reduce -0.4% | 178,375 | $10.8M |
| Baird Financial Group, Inc. | 0.02% | Add +7.9% | 178,257 | $10.8M |
| Argent Trust Co | 0.37% | Add +80.8% | 175,170 | $10.7M |
| Daviman Financial, LLC | 6.24% | — | 174,909 | $10.6M |
| Investor's Fiduciary Advisor Network, LLC | 2.25% | Add +520.3% | 172,177 | $10.5M |
| Core Wealth Advisors, LLC | 8.18% | — | 170,761 | $10.4M |
| CoreCap Advisors, LLC | 0.36% | Add +14.9% | 169,632 | $10.3M |
| Signet Financial Management, LLC | 1.15% | Add +24.7% | 169,110 | $10.3M |
| SWP Financial LLC | 5.15% | Reduce -2.5% | 168,816 | $10.3M |
| Great Valley Advisor Group, Inc. | 0.20% | Add +0.5% | 168,549 | $10.2M |
| One Wealth Capital Management, LLC | 4.34% | Add +0.8% | 167,773 | $10.2M |
| Harbour Investments, Inc. | 0.20% | Add +10.6% | 165,354 | $10.1M |
| Edge Financial Advisors LLC | 4.21% | Add +6.2% | 164,620 | $10.0M |
| Town Capital LLC | 8.15% | — | 163,887 | $10.0M |
| Blue Edge Capital, LLC | 1.33% | Add +18.1% | 163,032 | $9.9M |
| IFP Advisors, Inc | 0.22% | Add +4.6% | 162,852 | $9.9M |
| Ade, LLC | 4.75% | New | 161,264 | $9.8M |
| IFG Advisory, LLC | 0.43% | Add +4.8% | 160,943 | $9.8M |
| Focus Partners Wealth | 0.01% | Add +0.7% | 160,785 | $9.8M |
| Advyzon Investment Management, LLC | 1.12% | Add +665.0% | 159,065 | $9.7M |
| Goodman Advisory Group, LLC | 2.36% | Add +2.5% | 157,617 | $9.6M |
| Ehrlich Financial Group | 5.43% | Add +2.0% | 156,797 | $9.5M |
| Selby Wealth Management, LLC | 3.82% | — | 155,852 | $9.5M |
| Polaris Investment Advisors, LLC | 6.79% | — | 154,567 | $9.4M |
| J.E. Simmons & Co., P.C. | 6.09% | — | 154,544 | $9.4M |
| Kovack Advisors, Inc. | 0.45% | Add +2568.4% | 153,754 | $9.3M |
| Spectrum Planning & Advisory Services Inc. | 4.79% | Add +0.6% | 153,118 | $9.3M |
| M1 Capital Management LLC | 3.87% | Add +8.4% | 152,586 | $9.3M |
| Centurion Wealth Management LLC | 2.04% | Add +6.0% | 152,553 | $9.3M |
| SkyOak Wealth, LLC | 1.65% | Reduce -0.9% | 150,577 | $9.2M |
| JPL Wealth Management, LLC | 2.23% | Add +3525.5% | 150,240 | $9.1M |
| Curtis Wealth Management LLC | 7.95% | — | 149,125 | $9.1M |
| First Heartland Consultants, Inc. | 0.68% | Add +28.2% | 147,200 | $9.0M |
| Sowell Financial Services LLC | 0.33% | Reduce -10.6% | 146,211 | $8.9M |
| 4J Wealth Management LLC | 5.08% | Add +15.4% | 145,895 | $8.9M |
| Lifelong Wealth Advisors, Inc. | 2.32% | Add +17.9% | 143,177 | $8.7M |
| Genesis Wealth Advisors, LLC | 5.95% | Add +2.1% | 142,803 | $8.7M |
| Bedminster, LLC | 7.97% | — | 142,711 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +3294.5% | 142,398 | $8.7M |
| Firethorn Wealth Partners, LLC | 3.21% | Reduce -1.2% | 141,040 | $8.6M |
| Contango Wealth Management LLC | 9.55% | — | 140,556 | $8.5M |
| Advisory Services Network, LLC | 0.12% | Add +4.9% | 140,257 | $8.5M |
| Braun-Bostich & Associates Inc. | 5.26% | Add +0.1% | 140,025 | $8.5M |
| Etesian Wealth Advisors, Inc. | 2.66% | Add +10.9% | 139,427 | $8.5M |
| Alternative Investment Advisors, LLC. | 3.66% | Add +4.4% | 138,903 | $8.4M |
| Central Pacific Bank - Trust Division | 1.06% | Add +14.9% | 137,546 | $8.4M |
| Shared Vision Wealth Group LLC | 3.35% | Reduce -0.4% | 135,178 | $8.3M |
| Finhabits Advisors LLC | 7.72% | — | 135,245 | $8.2M |
| KM Capital Management Ltd. | 4.20% | Reduce -17.7% | 135,072 | $8.2M |
| Lantz Financial LLC | 1.72% | Add +6.4% | 134,000 | $8.1M |
| B.O.S.S. Retirement Advisors, LLC | 2.52% | Add +149.0% | 131,714 | $8.0M |
| ORG Partners LLC | 1.43% | Add +25.9% | 131,366 | $8.0M |
| Ashton Thomas Securities, LLC | 1.52% | Add +0.1% | 131,679 | $8.0M |
| Simplicity Wealth,LLC | 0.48% | Add +13.9% | 131,072 | $8.0M |
| Bedell Frazier Investment Counselling, LLC | 1.53% | New | 130,191 | $7.9M |
| Cornerstone Wealth Group, LLC | 0.54% | Add +18.1% | 129,753 | $7.9M |
| Cerity Partners LLC | 0.01% | Reduce -6.5% | 126,589 | $7.7M |
| Creative Planning | 0.01% | Add +8.8% | 123,872 | $7.5M |
| A4 Wealth Advisors LLC | 6.45% | Add +69.3% | 122,602 | $7.5M |
| PFG Advisors | 0.35% | Add +7.8% | 117,441 | $7.1M |
| B&D White Capital Company, LLC | 0.83% | Reduce -17.1% | 117,415 | $7.1M |
| 5T Wealth, LLC | 2.82% | Add +3.7% | 116,291 | $7.1M |
| Forte Asset Management LLC | 3.21% | Add +1.0% | 116,227 | $7.1M |
| ArborFi Advisors, LLC | 5.68% | Reduce -0.9% | 115,171 | $7.0M |
| Advus Financial Partners, LLC | 1.69% | Add +6.9% | 114,693 | $7.0M |
| Sculati Wealth Management, LLC | 2.45% | Add +6.1% | 114,219 | $6.9M |
| Gateway Wealth Partners, LLC | 0.76% | Add +16.7% | 112,315 | $6.8M |
| Baker Tilly Wealth Management, LLC | 1.67% | Add +62.4% | 111,440 | $6.8M |
| Verus Capital Partners, LLC | 0.45% | Add +5.2% | 111,308 | $6.8M |
| Diversify Advisory Services, LLC | 0.21% | Add +17.6% | 110,636 | $6.8M |
| Payne Capital LLC | 6.70% | Add +4.0% | 108,238 | $6.6M |
| Kickstand Ventures, Llc. | 1.38% | Add +6.1% | 107,437 | $6.5M |
| Theory Financial LLC | 2.19% | Add +2.1% | 106,128 | $6.5M |
| Pinion Investment Advisors, LLC | 1.58% | Add +23.8% | 106,797 | $6.5M |
| Hoxton Planning & Management, LLC | 1.94% | Add +0.9% | 106,705 | $6.5M |
| Prospera Financial Services Inc | 0.11% | Reduce -7.9% | 106,616 | $6.5M |
| Portfolio Resources Advisor Group, Inc. | 6.43% | — | 105,822 | $6.4M |
| Millington Financial Advisors, LLC | 2.81% | Add +27.6% | 103,067 | $6.3M |
| Davis Wealth Advisors, LLC | 5.20% | Add +5.1% | 102,771 | $6.2M |
| Retirement Wealth Solutions LLC | 3.95% | Add +2.5% | 102,723 | $6.2M |
| Daiichi Life Insurance Co., Ltd. | 0.16% | New | 101,812 | $6.2M |
| Client 1ST Advisory Group, LLC | 1.92% | Add +5.8% | 100,797 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Add +543.3% | 99,585 | $6.1M |
| Valmark Advisers, Inc. | 0.07% | Add +27.7% | 99,464 | $6.0M |
| Redwood Investment Management, LLC | 0.68% | Add +31.9% | 99,258 | $6.0M |
| Cyndeo Wealth Partners, LLC | 0.32% | Reduce -0.4% | 98,586 | $6.0M |
| Heck Capital Advisors, LLC | 0.45% | Add +4.7% | 98,386 | $6.0M |
| HighPoint Advisor Group LLC | 0.13% | New | 98,226 | $6.0M |
| Avidian Wealth Enterprises, LLC | 0.22% | Reduce -7.4% | 98,131 | $6.0M |
| Frisch Financial Group, Inc. | 1.33% | Add +85.7% | 97,744 | $5.9M |
| Cornerstone Planning Group LLC | 0.93% | Add +9.1% | 96,169 | $5.9M |
| Uptick Partners, LLC | 1.26% | New | 97,544 | $5.9M |
| Visionary Wealth Advisors | 0.27% | Reduce -1.0% | 96,714 | $5.9M |
| GW Henssler & Associates Ltd. | 0.28% | Reduce -11.9% | 96,464 | $5.9M |
| FFG Retirement Advisors LLC | 3.60% | Add +3.5% | 95,543 | $5.8M |
| Hopwood Nicholas Hunter | 1.87% | — | 94,334 | $5.7M |
| Wealth Quarterback LLC | 2.06% | Add +0.4% | 94,075 | $5.7M |
| Arkadios Wealth Advisors | 0.11% | Add +90.4% | 92,086 | $5.6M |
| Creative Financial Designs Inc. | 0.34% | Add +6.3% | 89,355 | $5.4M |
| IMA Advisory Services, Inc. | 0.52% | New | 88,924 | $5.4M |
| Evernest Financial Advisors, LLC | 1.12% | Add +667.2% | 86,502 | $5.4M |
| Barnes Wealth Management Group, Inc | 2.85% | Reduce -1.4% | 87,445 | $5.3M |
| RCS Financial Planning, LLC | 2.27% | Add +8.0% | 86,670 | $5.3M |
| Sheridan Capital Management, LLC | 2.64% | Reduce -3.5% | 85,629 | $5.2M |
| Bellevue Asset Management, LLC | 1.64% | Add +0.2% | 83,290 | $5.1M |
| Spire Wealth Management | 0.17% | Add +20.6% | 83,125 | $5.1M |
| Hoese & Co LLP | 3.60% | Add +272.4% | 83,030 | $5.0M |
| Archer Investment Management, LLC | 2.72% | New | 83,023 | $5.0M |
| WealthPoint Financial, LLC | 4.25% | — | 80,308 | $4.9M |
| McKinley Carter Wealth Services, Inc. | 0.27% | New | 80,215 | $4.9M |
| Trinity Wealth Management, LLC | 1.79% | Add +3.2% | 79,921 | $4.9M |
| Chatterton & Associates Inc. | 4.06% | — | 77,905 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1303.5% | 77,541 | $4.7M |
| Alpha Financial Partners LLC | 2.87% | Add +148.5% | 77,373 | $4.7M |
| Integrated Advisors Network LLC | 0.21% | Reduce -3.3% | 77,176 | $4.7M |
| ERn Financial, LLC | 0.88% | Add +5.7% | 77,151 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +28.6% | 78,122 | $4.7M |
| Elevation Point Wealth Partners, LLC | 0.22% | New | 75,879 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.87% | Add +3.9% | 75,416 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +2.1% | 73,713 | $4.5M |
| Blalock Williams, LLC | 3.55% | Add +8.9% | 72,931 | $4.4M |
| Leigh Baldwin & Co., LLC | 2.91% | Add +16.6% | 72,897 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -60.6% | 72,798 | $4.4M |
| Integrity Advisory Solutions, LLC | 0.63% | Add +27.4% | 72,096 | $4.4M |
| Benjamin Edwards Inc. | 0.05% | Add +4.4% | 71,389 | $4.3M |
| Bush Investment Group, LLC | 2.43% | Add +1.3% | 71,279 | $4.3M |
| AQR Capital Management | 0.00% | Reduce -0.3% | 71,084 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +658.8% | 70,985 | $4.3M |
| Mosley Wealth Management | 1.97% | — | 72,349 | $4.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.3% | 70,674 | $4.3M |
| BlackDiamond Wealth Management, LLC | 2.07% | Add +8.4% | 68,502 | $4.2M |
| Journey Strategic Wealth LLC | 0.11% | Add +8.0% | 69,374 | $4.2M |
| Commonwealth Retirement Investments LLC | 1.35% | Add +10.1% | 69,083 | $4.2M |
| Wealthgarden F.S. LLC | 2.74% | Add +3.8% | 67,866 | $4.2M |
| Absolute Capital Management, LLC | 1.50% | Add +69.5% | 67,934 | $4.1M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +20.5% | 67,474 | $4.1M |
| WealthPLAN Partners, LLC | 0.61% | Add +10.1% | 66,896 | $4.1M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 66,805 | $4.1M |
| Curtis Advisory Group, LLC | 0.85% | New | 66,780 | $4.1M |
| Concorde Asset Management, LLC | 1.62% | Add +7.7% | 66,748 | $4.1M |
| BCU Wealth Advisors, LLC | 1.55% | Add +1.7% | 66,634 | $4.1M |
| Tyche Wealth Partners LLC | 0.64% | Add +24.2% | 66,496 | $4.0M |
| Richmond Investment Services, LLC | 0.70% | Add +18.4% | 66,475 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.19% | Reduce -2.4% | 66,216 | $4.0M |
| Sigma Planning Corp | 0.11% | Add +47.7% | 65,443 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +227.5% | 65,298 | $4.0M |
| Renaissance Technologies | 0.01% | Add +38.6% | 64,600 | $3.9M |
| Summit Wealth Partners, LLC | 0.72% | Add +102.2% | 64,200 | $3.9M |
| Castle Wealth Management LLC | 1.29% | Add +35.3% | 64,027 | $3.9M |
| Smartleaf Asset Management LLC | 0.15% | Add +38.4% | 63,472 | $3.9M |
| Strategic Financial Concepts, LLC | 3.52% | New | 63,330 | $3.9M |
| Keystone Wealth Services, LLC | 0.80% | Add +3.3% | 62,336 | $3.8M |
| XY Planning Network, Inc. | 0.65% | New | 61,222 | $3.7M |
| Comerica Bank | 0.01% | Add +18.2% | 60,454 | $3.7M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -0.0% | 60,211 | $3.7M |
| Brookwood Investment Group LLC | 0.44% | Add +22.8% | 59,591 | $3.6M |
| J.M. Arbour, LLC | 3.55% | — | 58,534 | $3.6M |
| Connecticut Capital Management Group, LLC | 3.36% | — | 57,654 | $3.5M |
| Vantage Point Financial LLC | 1.25% | Add +13.8% | 57,439 | $3.5M |
| Beacon Financial Planning, Inc. | 1.66% | Add +17.3% | 56,678 | $3.4M |
| Pacific Financial Group Inc. | 1.91% | New | 56,416 | $3.4M |
| Sax Wealth Advisors, LLC | 0.16% | Add +28.4% | 56,172 | $3.4M |
| Optivise Advisory Services LLC | 1.93% | Add +9.6% | 55,116 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +93.7% | 53,986 | $3.3M |
| Interchange Capital Partners, LLC | 0.61% | Reduce -1.9% | 54,450 | $3.3M |
| HSBC Holdings PLC | 0.00% | Add +1.1% | 54,331 | $3.3M |
| Clear Creek Financial Management, LLC | 0.27% | Add +0.8% | 54,120 | $3.3M |
| JFS Wealth Advisors, LLC | 0.18% | Reduce -0.5% | 53,968 | $3.3M |
| Mather Group, Llc. | 0.03% | Add +3.4% | 52,466 | $3.2M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -1.1% | 52,009 | $3.2M |
| Per Stirling Capital Management, LLC. | 0.35% | Add +27.0% | 51,369 | $3.1M |
| Wedbush Securities Inc. | 0.09% | Add +13.5% | 51,181 | $3.1M |
| Houlihan Financial Resource Group, Ltd. | 1.21% | Add +165.4% | 50,925 | $3.1M |
| OMNI 360 Wealth, Inc. | 1.59% | Add +16.0% | 51,078 | $3.1M |
| Merkkuri Wealth Advisors LLC | 2.09% | Reduce -5.5% | 50,615 | $3.1M |
| Gotham Asset Management | 0.01% | Reduce -13.8% | 50,491 | $3.1M |
| Capital Asset Managemnet, LLC | 3.40% | — | 49,018 | $3.1M |
| Everpar Advisors LLC | 1.13% | Add +288.6% | 50,141 | $3.0M |
| Betterment LLC | 0.01% | Add +4.7% | 50,131 | $3.0M |
| Private Trust Co. NA | 0.27% | Add +12.4% | 50,035 | $3.0M |
| Private Client Services, LLC | 0.95% | Add +6.6% | 49,837 | $3.0M |
| Emergent Wealth Advisors, LLC | 1.67% | Add +39.7% | 48,890 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 48,849 | $3.0M |
| United Advisor Group, LLC | 0.38% | Add +4.0% | 48,463 | $2.9M |
| Regimen Wealth, LLC | 0.86% | Reduce -0.3% | 48,220 | $2.9M |
| Balance Wealth Partners LLC | 0.94% | Add +2.2% | 48,196 | $2.9M |
| WealthTrak Capital Management LLC | 2.09% | Add +6.2% | 48,102 | $2.9M |
| W Advisors, LLC | 1.46% | Add +5.8% | 47,837 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.31% | Add +8.8% | 47,748 | $2.9M |
| Clearview Wealth Advisors LLC | 1.84% | Add +7.7% | 47,637 | $2.9M |
| Capital Investment Management, Inc. | 1.01% | — | 47,360 | $2.9M |
| Sutton Place Investors LLC | 1.58% | Reduce -4.1% | 47,304 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +86.5% | 46,699 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -0.9% | 46,648 | $2.8M |
| Yukon Wealth Management, Inc. | 1.63% | Add +8.4% | 46,391 | $2.8M |
| QRG Capital Management, Inc. | 0.03% | Add +6.9% | 44,713 | $2.7M |
| Signal Advisors Wealth, LLC | 0.22% | Reduce -3.4% | 44,569 | $2.7M |
| Cassilly Financial Group LLC | 2.32% | — | 43,093 | $2.6M |
| Sovereign Financial Group, Inc. | 0.47% | Reduce -3.0% | 43,028 | $2.6M |
| Wetzel Investment Advisors, Inc. | 1.05% | Add +87.2% | 42,404 | $2.6M |
| Tempus Wealth Planning, LLC | 0.59% | Add +5.4% | 42,136 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +448.3% | 41,689 | $2.5M |
| Raleigh Capital Management Inc. | 0.92% | Add +4.8% | 41,521 | $2.5M |
| Vantus Wealth LLC | 1.86% | — | 41,426 | $2.5M |
| Quotient Wealth Partners, LLC | 0.07% | Add +3.6% | 41,306 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +26.3% | 40,985 | $2.5M |
| Ducere Wealth Management LLC | 0.95% | — | 40,570 | $2.5M |
| Centaurus Financial, Inc. | 0.11% | Add +2.8% | 39,963 | $2.4M |
| Integrated Wealth Management | 2.71% | — | 39,628 | $2.4M |
| Tableaux LLC | 1.67% | New | 38,784 | $2.4M |
| Semus Wealth Partners LLC | 1.24% | Add +4.4% | 37,969 | $2.3M |
| Two West Capital Advisors LLC | 1.33% | Add +10.2% | 37,631 | $2.3M |
| Capital Squared Financial LLC | 1.78% | Add +6.2% | 37,592 | $2.3M |
| M Holdings Securities, Inc. | 0.16% | New | 37,518 | $2.3M |
| John W. Brooker & Co., CPAs | 4.05% | Reduce -8.2% | 37,174 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.24% | Add +3.2% | 36,750 | $2.2M |
| Rede Wealth, LLC | 0.78% | New | 36,690 | $2.2M |
| Accelerate Investment Advisors LLC | 1.50% | Add +3.7% | 36,577 | $2.2M |
| Atlatl Advisers LLC | 0.85% | Add +15.4% | 36,563 | $2.2M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -36.0% | 36,319 | $2.2M |
| Aspire Private Capital, LLC | 0.49% | Reduce -14.4% | 35,925 | $2.2M |
| Maripau Wealth Management LLC | 0.98% | Reduce -3.7% | 35,069 | $2.1M |
| RCW Management, LLC | 2.13% | — | 34,737 | $2.1M |
| Arete Wealth Advisors, LLC | 0.14% | Add +10.6% | 34,117 | $2.1M |
| Golden State Wealth Management, LLC | 0.22% | Add +16.9% | 34,099 | $2.1M |
| Beacon Financial Advisory LLC | 0.48% | Add +5.0% | 34,031 | $2.1M |
| Fsa Wealth Partners, Inc. | 0.74% | Add +71.9% | 34,030 | $2.1M |
| PUREfi Wealth, LLC | 1.58% | Reduce -2.9% | 33,863 | $2.1M |
| Goldstein Advisors, LLC | 0.23% | Reduce -0.5% | 33,132 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.53% | Add +152.0% | 32,513 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.3% | 31,680 | $1.9M |
| Catalina Capital Group, LLC | 1.18% | Add +15.5% | 31,647 | $1.9M |
| Kentucky Trust Co | 1.02% | Add +1429.9% | 31,593 | $1.9M |
| RDA Financial Network | 0.46% | Add +0.2% | 31,316 | $1.9M |
| Vision Retirement, LLC | 0.50% | — | 30,491 | $1.9M |
| Titleist Asset Management, LLC | 0.15% | New | 30,179 | $1.8M |
| GatePass Capital, LLC | 0.96% | Add +107.0% | 30,173 | $1.8M |
| Coppell Advisory Solutions LLC | 0.18% | Add +2.0% | 29,939 | $1.8M |
| Northland Securities, Inc. | 1.76% | — | 30,072 | $1.8M |
| MKT Advisors LLC | 0.62% | Add +9.7% | 29,783 | $1.8M |
| Resurgent Financial Advisors LLC | 0.91% | Add +3.7% | 29,711 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +89.7% | 29,527 | $1.8M |
| FWG Investments, LLC. | 1.14% | Add +21.6% | 29,451 | $1.8M |
| Latitude Advisors, LLC | 0.78% | Add +14.1% | 28,983 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +92.5% | 28,771 | $1.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.59% | New | 28,141 | $1.7M |
| Visionary Horizons, LLC | 0.88% | Add +15.3% | 28,092 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | New | 27,677 | $1.7M |
| Gilliland Jeter Wealth Management LLC | 0.51% | Add +34.8% | 27,524 | $1.7M |
| First Citizens Financial Corp | 0.83% | Reduce -4.6% | 27,498 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -11.3% | 26,919 | $1.6M |
| Avantra Family Wealth, Inc. | 1.18% | Add +1.0% | 26,819 | $1.6M |
| Fairvoy Private Wealth, LLC | 0.36% | Add +1.4% | 26,750 | $1.6M |
| Harborfront Financial Group LLC | 11.77% | — | 25,989 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +39.4% | 25,438 | $1.5M |
| Asempa Wealth Advisors | 1.32% | — | 25,259 | $1.5M |
| MSH Capital Advisors LLC | 0.33% | Add +9.9% | 25,238 | $1.5M |
| Lionsbridge Wealth Management LLC | 1.55% | Reduce -35.6% | 25,196 | $1.5M |
| Lantern Wealth Advisors, LLC | 0.81% | Add +10.4% | 25,154 | $1.5M |
| Lifeworks Advisors, LLC | 0.20% | Add +9.1% | 24,927 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +11.8% | 24,398 | $1.5M |
| Imprint Wealth LLC | 6.81% | Add +10.8% | 23,950 | $1.5M |
| World Equity Group, Inc. | 0.41% | Reduce -26.6% | 23,867 | $1.5M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.3% | 23,828 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -14.1% | 23,549 | $1.4M |
| Sound Income Strategies, LLC | 0.07% | Reduce -3.2% | 22,753 | $1.4M |
| Alterna Wealth Management, Inc. | 1.15% | Add +7.1% | 22,612 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | New | 22,296 | $1.4M |
| MN Wealth Advisors, LLC | 0.68% | Add +6.2% | 22,253 | $1.4M |
| Traveka Wealth, LLC | 0.55% | Add +80.2% | 22,151 | $1.3M |
| Cozad Asset Management Inc. | 0.10% | New | 22,003 | $1.3M |
| Nwam LLC | 0.07% | Reduce -65.4% | 21,601 | $1.3M |
| Dentgroup LLC | 0.90% | Add +6.7% | 21,517 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -6.3% | 20,740 | $1.3M |
| Legacy Wealth Partners, LLC | 0.32% | — | 20,528 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +11.1% | 20,456 | $1.2M |
| Fulcrum Equity Management | 1.18% | Reduce -7.6% | 20,291 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +2.5% | 20,287 | $1.2M |
| Cooper Financial Group | 0.13% | Reduce -3.7% | 19,837 | $1.2M |
| Evolution Wealth Management Inc. | 0.99% | Add +37.1% | 19,765 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.41% | Reduce -34.9% | 19,759 | $1.2M |
| Magnus Financial Group LLC | 0.09% | Add +9.4% | 19,664 | $1.2M |
| Maridea Wealth Management LLC | 0.18% | Add +13.5% | 19,507 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.46% | Add +17.1% | 19,459 | $1.2M |
| Activest Wealth Management | 0.22% | No change | 19,310 | $1.2M |
| Evergreen Wealth Partners LLC | 0.98% | — | 19,033 | $1.2M |
| Alta Wealth Advisors LLC | 0.39% | New | 18,959 | $1.2M |
| Marks Group Wealth Management, Inc | 0.11% | Add +399.6% | 18,609 | $1.1M |
| Skyline Advisors, Inc. | 0.37% | New | 18,243 | $1.1M |
| Arcadia Wealth Management, LLC | 0.41% | Reduce -6.6% | 18,070 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -44.4% | 17,828 | $1.1M |
| Beto Financial Group, LLC | 0.73% | — | 17,494 | $1.1M |
| VestGen Investment Management | 0.60% | Reduce -6.8% | 17,721 | $1.1M |
| BAM Wealth Management, LLC | 0.77% | Add +39.5% | 17,589 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +2.1% | 17,447 | $1.1M |
| Blue Capital, Inc. | 0.75% | Add +38.4% | 17,414 | $1.1M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.55% | — | 17,253 | $1.0M |
| Parkway Wealth Management Group, LLC | 0.14% | — | 17,241 | $1.0M |
| Elevated Capital Advisors, LLC | 0.24% | Reduce -2.7% | 17,107 | $1.0M |
| Oregon Pacific Wealth Management, LLC | 1.07% | Add +53.7% | 17,035 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +10.3% | 17,033 | $1.0M |
| Fortis Capital Advisors, LLC | 0.15% | Reduce -4.4% | 16,948 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Reduce -4.4% | 16,948 | $1.0M |
| Lane Brothers & Co. Inc. | 0.74% | — | 16,860 | $1.0M |
| Aegis Wealth Management, Inc. | 0.80% | — | 16,744 | $1.0M |
| Cape Investment Advisory, Inc. | 0.31% | Add +10.5% | 16,680 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | New | 16,680 | $1.0M |
| Indie Asset Partners, LLC | 1.13% | Add +88.1% | 16,664 | $1.0M |
| BigSur Wealth Management LLC | 0.24% | Reduce -49.1% | 16,573 | $1.0M |
| Talisman Wealth Advisors LLC | 0.78% | Add +54.0% | 16,333 | $997K |
| Pacific Excel Wealth Advisors, Inc. | 1.85% | — | 16,072 | $977K |
| HRT Financial LP | 0.00% | Reduce -47.2% | 15,502 | $942K |
| Bison Wealth, LLC | 0.11% | Reduce -58.8% | 16,169 | $940K |
| Rollins Financial Advisors, LLC | 0.14% | Add +13.7% | 15,388 | $936K |
| Sunbelt Securities, Inc. | 0.06% | Add +346.6% | 15,261 | $928K |
| FLP Wealth Management, LLC | 2.18% | Add +26.6% | 15,123 | $920K |
| Signature Wealth Management Partners, LLC | 0.45% | New | 14,948 | $909K |
| Magnolia Private Wealth, LLC | 0.63% | New | 14,926 | $908K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.4% | 14,916 | $907K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -5.8% | 14,718 | $895K |
| Ballast Rock Private Wealth LLC | 0.55% | — | 14,559 | $885K |
| Americana Partners, LLC | 0.02% | Reduce -0.6% | 14,406 | $876K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.9% | 14,353 | $873K |
| Quartz Partners, LLC | 0.32% | Add +44.3% | 13,984 | $850K |
| Marino, Stram & Associates LLC | 0.15% | Add +26.1% | 13,821 | $840K |
| Roxbury Financial LLC | 0.75% | Add +2.1% | 13,810 | $840K |
| StoneX Group Inc. | 0.04% | Add +11.6% | 13,677 | $832K |
| Rubicon Advisors, GP | 0.78% | — | 13,545 | $824K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 13,497 | $821K |
| GWN Securities Inc. | 0.17% | Add +27.2% | 13,410 | $815K |
| ASL Financial, LLC | 0.63% | — | 13,203 | $803K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -4.5% | 13,156 | $800K |
| Riverbend Wealth Management, LLC | 0.50% | Add +36.1% | 13,116 | $798K |
| PFG Investments, LLC | 0.04% | Add +16.4% | 12,758 | $776K |
| Bank of Marin | 0.53% | Add +3.7% | 12,647 | $769K |
| Pinnacle Family Advisors, LLC | 0.34% | Add +13.6% | 12,625 | $768K |
| Strategy Asset Managers LLC | 0.13% | New | 12,595 | $766K |
| Stirlingshire Investments, Inc. | 0.67% | — | 12,433 | $756K |
| Empirical Asset Management, LLC | 0.21% | Reduce -5.5% | 12,194 | $742K |
| Elevation Capital Advisory, LLC | 0.30% | New | 12,162 | $740K |
| TFB Advisors LLC | 0.21% | Add +21.4% | 12,106 | $736K |
| Wells Financial Advisors INC | 1.39% | Reduce -50.0% | 12,005 | $730K |
| Savvy Advisors, Inc. | 0.02% | Add +21.4% | 11,994 | $729K |
| FRG Family Wealth Advisors LLC | 0.11% | New | 11,895 | $723K |
| Goldstone Financial Group, LLC | 0.08% | Reduce -0.1% | 11,765 | $715K |
| International Assets Investment Management, LLC | 0.05% | Add +17.5% | 11,654 | $709K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +0.2% | 11,574 | $704K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -6.8% | 11,405 | $702K |
| Financial Designs Corp | 0.39% | New | 11,439 | $696K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.5% | 11,227 | $683K |
| Ascentis Independent Advisors | 0.11% | Add +82.0% | 11,076 | $674K |
| Northwest Capital Management Inc | 2.84% | Reduce -71.6% | 10,785 | $656K |
| Cowa, LLC | 0.20% | Reduce -4.2% | 10,724 | $652K |
| Smith, Moore & Co. | 0.05% | New | 10,655 | $648K |
| Spinnaker Investment Group, LLC | 0.12% | Add +6.5% | 10,638 | $647K |
| Elevation Wealth Management LLC | 0.62% | — | 10,598 | $644K |
| Pacific Park Financial, Inc. | 0.39% | — | 10,363 | $630K |
| Flagship Private Wealth, LLC | 0.24% | New | 10,222 | $622K |
| Apollon Financial, LLC | 0.09% | Add +125.4% | 10,145 | $617K |
| LongView Wealth Management | 0.15% | New | 9,817 | $605K |
| Impact Partnership Wealth, LLC | 0.07% | Add +47.5% | 9,602 | $584K |
| Lockerman Financial Group, Inc. | 1.10% | Add +20.9% | 9,447 | $574K |
| Continuum Advisory, LLC | 0.06% | Add +18.5% | 9,335 | $568K |
| SMART Wealth LLC | 0.17% | New | 9,333 | $568K |
| Vavra Capital Management, LLC | 0.55% | — | 9,281 | $564K |
| PKS Advisory Services, LLC | 0.13% | Reduce -0.4% | 9,232 | $561K |
| Brown Advisory Inc. | 0.00% | No change | 9,186 | $559K |
| Fiscal Wisdom Wealth Management, LLC | 0.52% | Add +36.7% | 9,052 | $550K |
| Prosperity Consulting Group, LLC | 0.02% | Add +58.7% | 8,845 | $538K |
| Kestra Investment Management, LLC | 0.01% | Add +2.3% | 8,829 | $537K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +14878.0% | 8,837 | $534K |
| Novus Advisors, LLC | 1.17% | Add +13.4% | 8,600 | $523K |
| WJ Wealth Management, LLC | 0.23% | Add +0.5% | 8,600 | $523K |
| Hilltop Holdings Inc. | 0.03% | Reduce -4.4% | 8,469 | $515K |
| Compound Planning, Inc. | 0.01% | Reduce -3.8% | 8,337 | $507K |
| New Republic Capital, LLC | 0.13% | Add +11.2% | 8,203 | $499K |
| Veracity Capital LLC | 0.14% | Add +21.1% | 7,967 | $484K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,956 | $484K |
| Kingdom Financial Group LLC. | 0.15% | New | 7,880 | $479K |
| Inspire Advisors, LLC | 0.04% | Add +30.6% | 7,877 | $479K |
| Life Line Wealth Management LLC | 0.14% | Add +13.2% | 7,798 | $474K |
| Blue Zone Wealth Advisors, LLC | 0.09% | New | 7,706 | $469K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +49.4% | 7,676 | $467K |
| Key Capital Management, INC | 0.46% | — | 7,619 | $463K |
| AdvisorNet Financial, Inc | 0.02% | Add +3.2% | 7,362 | $448K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,329 | $446K |
| E&G Advisors, LLC | 0.10% | Add +7.4% | 7,239 | $440K |
| Cadia Private Client LLC | 0.34% | — | 7,093 | $431K |
| Clark Capital Management Group, Inc. | 0.00% | New | 7,005 | $426K |
| Facet Wealth, Inc. | 0.01% | New | 6,794 | $420K |
| Johnson Investment Counsel Inc. | 0.00% | New | 6,865 | $417K |
| Heritage Family Offices, LLP | 0.19% | Add +36.5% | 6,856 | $417K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -1.6% | 6,798 | $413K |
| Van Diest Capital, LLC | 0.61% | — | 6,765 | $411K |
| Sequent Planning LLC | 0.10% | New | 6,600 | $401K |
| First Trust Advisors LP | 0.00% | Add +2.3% | 6,556 | $399K |
| Vident Advisory, LLC | 0.00% | Add +86.9% | 6,528 | $397K |
| Rossby Financial, LCC | 0.12% | Reduce -2.1% | 6,424 | $391K |
| Brand Asset Management Group, Inc. | 0.11% | Add +74.5% | 6,397 | $389K |
| Midwest Heritage Bank, FSB | 0.13% | Add +0.9% | 6,366 | $387K |
| Broussard Financial Group LLC | 0.31% | — | 6,341 | $386K |
| Fisher Asset Management | 0.00% | New | 6,340 | $386K |
| Global Financial Private Client, LLC | 0.14% | Reduce -2.7% | 6,336 | $385K |
| KPP Advisory Services LLC | 0.06% | Add +21.7% | 6,246 | $380K |
| Fortis Advisors, LLC | 0.21% | Add +0.9% | 6,131 | $373K |
| Quantinno Capital Management LP | 0.00% | Add +8.5% | 6,106 | $371K |
| Independent Advisor Alliance | 0.01% | New | 6,077 | $370K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | No change | 6,065 | $369K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -2.3% | 5,985 | $364K |
| Silverlake Wealth Management LLC | 0.08% | New | 5,947 | $362K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +53.0% | 5,919 | $360K |
| AA Financial Advisors, LLC | 0.07% | New | 5,861 | $356K |
| Mainstream Capital Management LLC | 0.23% | Add +2.5% | 5,809 | $353K |
| HUB Investment Partners, LLC | 0.01% | Reduce -96.6% | 5,754 | $350K |
| Wellment Financial | 0.41% | Reduce -15.3% | 5,731 | $349K |
| Kelly Financial Group LLC | 0.09% | Reduce -1.6% | 5,716 | $348K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 5,686 | $346K |
| COFG Advisors, LLC | 0.08% | — | 5,654 | $344K |
| Tailwinds Wealth, LLC | 0.37% | — | 5,595 | $340K |
| Summit Financial, LLC | 0.00% | Reduce -31.0% | 5,298 | $322K |
| Western Financial Corp | 0.13% | Add +3.6% | 5,291 | $322K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -13.4% | 5,261 | $320K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,254 | $320K |
| Novem Group | 0.04% | New | 5,218 | $317K |
| Stewardship Advisors, LLC | 0.07% | Add +35.3% | 5,206 | $317K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -6.3% | 5,131 | $312K |
| Prosperity Planning, Inc. | 0.12% | Reduce -3.9% | 5,119 | $311K |
| BCS Wealth Management | 0.03% | New | 5,102 | $310K |
| Investment Partners Asset Management, Inc. | 0.19% | New | 4,954 | $301K |
| TrueWealth Advisors, LLC | 0.08% | Add +12.8% | 4,925 | $299K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.3% | 4,884 | $297K |
| Crusonia Wealth Advisors LLC | 0.06% | — | 4,835 | $294K |
| Zions Bancorporation, National Association | 0.01% | No change | 4,709 | $286K |
| Advisors Capital Management, LLC | 0.00% | New | 4,698 | $286K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 4,663 | $284K |
| Mascagni Wealth Management, Inc. | 0.21% | Reduce -3.6% | 4,602 | $280K |
| Professional Financial Advisors, LLC | 0.06% | No change | 4,495 | $273K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 4,477 | $272K |
| Old Mission Capital LLC | 0.01% | New | 4,444 | $270K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | No change | 4,416 | $269K |
| Balefire, LLC | 0.05% | Reduce -2.2% | 4,338 | $264K |
| Oak Barrel Wealth Advisory LLC | 0.16% | — | 4,326 | $263K |
| Nixon Peabody Trust Co. | 0.02% | New | 4,326 | $263K |
| Sonoma Allocations LLC | 0.09% | New | 4,207 | $261K |
| Bishop & Co Investment Management, LLC | 0.08% | New | 4,201 | $255K |
| City Center Advisors, LLC | 0.23% | Reduce -0.2% | 4,117 | $250K |
| URS Advisory LLC | 0.21% | — | 4,077 | $248K |
| Centennial Advisors, LLC | 0.32% | — | 4,029 | $245K |
| BDFS Capital LLC | 0.12% | — | 3,936 | $239K |
| Rehmann Capital Advisory Group | 0.01% | No change | 3,907 | $238K |
| Merited Wealth, LLC | 0.22% | — | 3,888 | $236K |
| AlphaStar Capital Management, LLC | 0.02% | New | 3,887 | $236K |
| Objective Capital Management, LLC | 0.24% | New | 3,853 | $234K |
| Coordinated Financial Services, Inc. | 0.13% | Reduce -1.4% | 3,799 | $231K |
| Trail Ridge Investment Advisors, LLC | 0.10% | Reduce -13.0% | 3,744 | $228K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 3,662 | $223K |
| Stanich Group LLC | 0.17% | Reduce -9.2% | 3,622 | $220K |
| Allworth Financial LP | 0.00% | Reduce -2.7% | 3,541 | $215K |
| Atlas Brown,Inc. | 0.06% | New | 3,496 | $213K |
| Essex Financial Services, Inc. | 0.01% | New | 3,487 | $212K |
| Empower Advisory Group, LLC | 0.00% | New | 3,439 | $209K |
| Opal Wealth Advisors, LLC | 0.05% | New | 3,367 | $205K |
| Westover Capital Advisors, LLC | 0.04% | New | 3,356 | $204K |
| Lido Advisors, LLC | 0.00% | New | 3,389 | $203K |
| Prostatis Group LLC | 0.05% | New | 3,331 | $203K |
| Oasis Advisors, LLC | 0.11% | — | 3,317 | $202K |
| Tucker Asset Management LLC | 0.06% | New | 3,300 | $201K |
| Quest 10 Wealth Builders, Inc. | 0.17% | Add +12.6% | 3,155 | $192K |
| REAP Financial Group, LLC | 0.04% | Reduce -5.6% | 3,082 | $187K |
| Team Financial Group, LLC | 0.08% | Add +12.1% | 2,995 | $182K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +216.5% | 2,972 | $181K |
| Citigroup Inc. | 0.00% | Add +642.4% | 2,940 | $179K |
| Harbor Investment Advisory, LLC | 0.01% | Add +2.7% | 2,765 | $168K |
| Crewe Advisors LLC | 0.01% | Reduce -11.1% | 2,695 | $164K |
| Signaturefd, LLC | 0.00% | No change | 2,565 | $156K |
| Clark Wealth Partners | 0.09% | No change | 2,444 | $149K |
| Fifth Third Bancorp | 0.00% | Add +28.9% | 2,170 | $132K |
| Root Financial Partners, LLC | 0.01% | Add +182.9% | 2,071 | $126K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.2% | 2,051 | $125K |
| Collier Financial | 0.08% | Add +0.2% | 1,834 | $112K |
| Optima Capital LLC | 0.04% | New | 1,678 | $102K |
| Ameriflex Group, Inc. | 0.05% | Add +2.6% | 1,439 | $88K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.7% | 1,327 | $81K |
| Tompkins Financial Corp. | 0.01% | Add +17.6% | 1,300 | $79K |
| Tidemark, LLC | 0.02% | No change | 1,297 | $79K |
| FMR LLC | 0.00% | New | 1,270 | $77K |
| Larson Financial Group LLC | 0.00% | Add +50.9% | 1,123 | $68K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.2% | 1,115 | $68K |
| Russell Investments Group, Ltd. | 0.00% | Add +26.6% | 1,085 | $66K |
| Signature Equity Partners, LLC | 0.04% | — | 1,052 | $64K |
| Godfrey Financial Associates, Inc. | 0.06% | — | 1,051 | $64K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -42.6% | 1,042 | $63K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,000 | $61K |
| Silver Oak Securities, Incorporated | 0.00% | Add +28.9% | 969 | $59K |
| NFSG Corp | 0.01% | Reduce -84.0% | 950 | $58K |
| Bank & Trust Co | 0.04% | New | 906 | $55K |
| Birchwood Financial Partners, Inc. | 0.05% | — | 894 | $54K |
| Hurley Capital, LLC | 0.03% | New | 873 | $53K |
| Bessemer Group Inc. | 0.00% | No change | 880 | $53K |
| JNBA Financial Advisors | 0.00% | Add +9.4% | 815 | $50K |
| Curio Wealth, LLC | 0.02% | New | 734 | $45K |
| CENTRAL TRUST Co | 0.00% | Add +1.5% | 670 | $41K |
| Quent Capital, LLC | 0.00% | New | 652 | $40K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +121.9% | 648 | $39K |
| Sunrise Financial Services, LLC | 0.03% | — | 614 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.7% | 585 | $36K |
| 2UniFi Bank | 0.02% | New | 578 | $35K |
| NorthAvenue LLC | 0.03% | — | 564 | $34K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 530 | $32K |
| Fortitude Family Office, LLC | 0.01% | New | 517 | $31K |
| Benson Wealth Management INC | 0.03% | — | 489 | $30K |
| Smithfield Trust Co | 0.00% | No change | 477 | $29K |
| Nemes Rush Group LLC | 0.00% | New | 444 | $27K |
| Decker Retirement Planning Inc. | 0.01% | New | 435 | $26K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 421 | $26K |
| Trust Co. of Vermont | 0.00% | New | 416 | $25K |
| Parkside Financial Bank & Trust | 0.00% | New | 414 | $25K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -7.0% | 397 | $24K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $23K |
| Webster Bank, N. A. | 0.00% | Add +196.2% | 385 | $23K |
| Operose Advisors LLC | 0.01% | Add +416.7% | 372 | $23K |
| Elyxium Wealth, LLC | 0.01% | New | 368 | $22K |
| Abound Wealth Management | 0.01% | Reduce -60.1% | 351 | $21K |
| Networth Advisors, LLC | 0.01% | — | 312 | $19K |
| Park Place Capital Corp | 0.00% | Reduce -27.3% | 304 | $18K |
| Basso Capital Management, L.P. | 0.01% | No change | 292 | $18K |
| Estate Planners Group, LLC | 0.01% | — | 259 | $16K |
| Investors Research Corp | 0.00% | Reduce -24.6% | 255 | $16K |
| Advocate Investing Services LLC | 0.01% | — | 248 | $15K |
| NBT Bank, N.A. | 0.00% | Add +3.4% | 61 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 236 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | New | 206 | $13K |
| National Bank of Canada | 0.00% | No change | 193 | $12K |
| Ankerstar Wealth, LLC | 0.01% | — | 192 | $12K |
| United Community Bank | 0.00% | Add +83.7% | 180 | $11K |
| Toth Financial Advisory Corp. | 0.00% | New | 180 | $11K |
| Bogart Wealth, LLC | 0.00% | Reduce -77.4% | 177 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 172 | $10K |
| Bank of Montreal | 0.00% | New | 165 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 148 | $9K |
| American National Bank & Trust | 0.00% | No change | 140 | $9K |
| Center for Financial Planning, Inc. | 0.00% | New | 138 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 129 | $8K |
| Archer Investment Corp | 0.00% | No change | 102 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -63.8% | 100 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $6K |
| Simplex Trading, LLC | 0.00% | New | 95 | $6K |
| ESL Trust Services, LLC | 0.00% | New | 94 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 91 | $6K |
| Nvwm, LLC | 0.00% | New | 88 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 87 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | — | 80 | $5K |
| SHP Wealth Management | 0.00% | — | 75 | $5K |
| Alerus Financial NA | 0.00% | No change | 75 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 63 | $4K |
| Godsey & Gibb, Inc. | 0.00% | New | 58 | $4K |
| First Horizon Corp. | 0.00% | No change | 50 | $3K |
| Avion Wealth | 0.00% | Add +588.9% | 62 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $3K |
| Barrett & Company, Inc. | 0.00% | New | 44 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -46.3% | 43 | $3K |
| United Financial Planning Group LLC | 0.00% | Reduce -96.5% | 42 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 16 | $973 |
| American Capital Advisory, LLC | 0.00% | New | 10 | $610 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2 | $122 |
"% of holder's portfolio" is DYNF's weight in each manager's 13F, not the share of Ishrs US E F R A ETF-Usd Inc. the manager owns.