Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q1 2026 (March 31)829holders +40
85new positions
50sold out
3famous investors
$58.17avg. 13F price*
At the end of Q1 2026, 829 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 40 from Q4 2025. 85 opened new positions and 50 sold out. The largest holders were Envestnet Asset Management Inc. ($6.3B), LPL Financial LLC ($2.5B) and First Command Advisory Services, Inc. ($1.7B). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q1 2026)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $667.8M |
| Exits | 50 | $41.8M |
All 13F filers, Q4 2025 → Q1 2026: 44,974,534 shares bought and 25,272,059 shares sold, net +19,702,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 829 holders
| Envestnet Asset Management Inc. | 1.70% | Reduce -1.5% | 108,956,627 | $6.3B |
| LPL Financial LLC | 0.68% | Reduce -3.0% | 43,801,022 | $2.5B |
| First Command Advisory Services, Inc. | 11.45% | Add +29.1% | 29,219,898 | $1.7B |
| BlackRock, Inc. | 0.03% | Add +9.7% | 24,635,093 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Reduce -5.7% | 23,095,100 | $1.3B |
| Morgan Stanley | 0.06% | Add +4.8% | 17,362,697 | $1.0B |
| Ameriprise Financial Inc. | 0.22% | Add +4.5% | 16,024,095 | $933.0M |
| Northwestern Mutual Wealth Management Co. | 0.47% | Add +18.4% | 13,249,358 | $770.8M |
| Bank of America Corp. | 0.05% | Reduce -1.1% | 11,683,296 | $679.7M |
| Dynasty Wealth Management, LLC | 5.61% | Add +16.1% | 11,061,727 | $643.6M |
| Cwm, LLC | 1.20% | Reduce -2.3% | 7,830,130 | $455.6M |
| Park Avenue Securities LLC | 3.39% | New | 7,465,321 | $434.3M |
| Cetera Investment Advisers | 0.46% | Reduce -4.7% | 7,448,937 | $433.4M |
| MML Investors Services, LLC | 1.17% | Reduce -16.3% | 7,237,106 | $421.1M |
| Raymond James Financial Inc. | 0.13% | Add +26.1% | 7,114,647 | $413.9M |
| Envestnet Portfolio Solutions, Inc. | 2.12% | Reduce -20.5% | 6,570,020 | $382.2M |
| Sagespring Wealth Partners, LLC | 6.65% | Reduce -3.1% | 6,268,470 | $364.7M |
| Commonwealth Equity Services, LLC | 0.38% | Add +10.1% | 4,682,652 | $272.4M |
| Wells Fargo & Company | 0.05% | Add +8.1% | 4,456,727 | $259.3M |
| NewEdge Advisors, LLC | 0.92% | Reduce -7.8% | 4,370,801 | $254.3M |
| Janney Montgomery Scott LLC | 0.61% | Reduce -11.9% | 4,219,236 | $245.5M |
| OneDigital Investment Advisors LLC | 2.15% | Reduce -12.0% | 3,785,256 | $220.2M |
| Sofi Wealth, LLC | 10.13% | Add +6.6% | 3,612,761 | $210.2M |
| Bank of New York Mellon Corp | 0.04% | Reduce -11.1% | 3,576,855 | $208.1M |
| Osaic Holdings, Inc. | 0.29% | Reduce -0.5% | 3,444,392 | $200.4M |
| Merit Financial Group, LLC | 1.45% | Add +14.7% | 3,352,902 | $195.1M |
| OpenArc Corporate Advisory, LLC | 2.77% | Add +0.4% | 3,322,878 | $193.3M |
| Royal Bank of Canada | 0.03% | Add +6.9% | 3,065,821 | $178.4M |
| Foundations Investment Advisors, LLC | 1.94% | Reduce -16.7% | 2,693,034 | $156.7M |
| JB Capital LLC | 5.86% | Reduce -13.6% | 2,491,984 | $145.0M |
| Stifel Financial Corp. | 0.13% | Reduce -3.0% | 2,461,951 | $143.2M |
| Sanctuary Advisors, LLC | 0.77% | Reduce -17.8% | 2,460,922 | $143.2M |
| Equitable Holdings, Inc. | 0.86% | Add +10.8% | 2,189,312 | $133.1M |
| FORM Wealth Advisors, LLC | 15.46% | Add +3.3% | 2,268,468 | $132.0M |
| Parallel Advisors, LLC | 2.24% | Add +5.2% | 2,132,789 | $124.1M |
| UBS Group AG | 0.02% | Add +34.5% | 2,097,178 | $122.0M |
| Jones Financial Companies LLLP | 0.06% | Add +75.5% | 2,112,526 | $120.1M |
| Stratos Wealth Partners, LTD. | 1.27% | Add +69.3% | 1,908,710 | $111.0M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -49.1% | 1,847,176 | $106.9M |
| Integrated Wealth Concepts LLC | 0.82% | Add +3.9% | 1,765,206 | $102.7M |
| United Capital Financial Advisors, LLC | 0.63% | Reduce -17.0% | 1,752,856 | $102.0M |
| Assetmark, Inc. | 0.20% | Add +0.6% | 1,702,479 | $99.1M |
| Advocacy Wealth Management, LLC | 3.86% | Reduce -24.4% | 1,499,775 | $87.3M |
| Cerity Partners LLC | 0.11% | Add +947.8% | 1,326,415 | $77.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -4.3% | 1,324,046 | $77.0M |
| AE Wealth Management LLC | 0.41% | Reduce -6.9% | 1,314,475 | $76.5M |
| Private Advisor Group, LLC | 0.34% | Add +10.6% | 1,249,748 | $72.7M |
| Arax Advisory Partners | 2.05% | Add +135.9% | 1,247,034 | $72.6M |
| BlueStem Wealth Partners, LLC | 7.54% | Reduce -0.6% | 1,166,954 | $67.9M |
| Stratos Investment Management, LLC | 2.53% | Add +3.0% | 1,086,023 | $63.2M |
| Icon Wealth Advisors, LLC | 4.09% | Reduce -5.2% | 992,611 | $63.0M |
| Truist Financial Corp. | 0.09% | Reduce -10.7% | 1,081,544 | $62.9M |
| Ascent Group, LLC | 2.15% | Reduce -17.3% | 1,069,538 | $62.2M |
| Atria Investments, Inc | 0.68% | Reduce -11.0% | 1,051,939 | $61.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.18% | Add +61.6% | 1,036,543 | $60.3M |
| CreativeOne Wealth, LLC | 1.38% | Reduce -9.3% | 1,020,235 | $59.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.34% | Add +3.8% | 1,009,789 | $58.7M |
| IHT Wealth Management, LLC | 1.34% | Add +36.6% | 990,537 | $57.6M |
| Eastern Bank | 0.99% | Add +16.1% | 989,010 | $57.5M |
| Mgo One Seven LLC | 1.03% | Add +6.2% | 877,898 | $51.1M |
| Kestra Advisory Services, LLC | 0.19% | Add +95.3% | 868,008 | $50.5M |
| HighTower Advisors, LLC | 0.05% | Add +10.4% | 837,820 | $48.7M |
| High Probability Advisors, LLC | 6.19% | Add +89.8% | 831,989 | $48.4M |
| Shepherd Financial Partners LLC | 4.59% | Add +4.4% | 831,001 | $48.3M |
| KWB Wealth | 4.78% | Reduce -1.4% | 794,404 | $48.3M |
| Tsfg, LLC | 7.28% | Reduce -0.1% | 824,991 | $48.0M |
| Tulsa Wealth Advisors, INC | 8.20% | New | 804,300 | $46.8M |
| Tennessee Valley Asset Management Partners | 6.06% | Add +29.7% | 788,500 | $45.9M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +7.6% | 785,796 | $45.7M |
| MA Private Wealth | 7.70% | Reduce -0.1% | 782,460 | $45.5M |
| Sharkey, Howes & Javer | 5.88% | Reduce -16.5% | 749,767 | $43.6M |
| Presidio Capital Management, LLC | 12.42% | Add +2.8% | 734,586 | $42.7M |
| CFO4Life Group, LLC | 6.47% | Add +0.3% | 729,026 | $42.4M |
| Horst & Graben Wealth Management LLC | 5.54% | Reduce -12.8% | 631,415 | $40.4M |
| Scarborough Advisors, LLC | 4.24% | Reduce -10.5% | 665,288 | $38.7M |
| West Wealth Group, LLC | 7.46% | Reduce -4.1% | 649,206 | $37.8M |
| CFS Investment Advisory Services, LLC | 2.59% | Reduce -15.0% | 589,815 | $37.6M |
| McMorgan & Co. LLC | 5.95% | Add +0.6% | 631,874 | $36.8M |
| Eq LLC | 10.29% | Add +9.8% | 627,626 | $36.5M |
| Embree Financial Group | 4.30% | Add +20.7% | 627,233 | $36.5M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -13.6% | 620,709 | $36.5M |
| Intelligence Driven Advisers, LLC | 6.34% | Reduce -16.3% | 625,468 | $36.4M |
| Ullmann Wealth Partners Group, LLC | 3.76% | Add +28.1% | 622,795 | $36.2M |
| Madison Wealth Partners, Inc | 5.66% | Add +3.2% | 609,740 | $35.5M |
| Integrity Alliance, Llc. | 1.33% | Add +30.8% | 599,362 | $34.9M |
| Triad Wealth Partners, LLC | 2.75% | Add +6.8% | 597,256 | $34.7M |
| Spinnaker Trust | 1.91% | Add +2.5% | 592,610 | $34.5M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +702.2% | 584,007 | $34.0M |
| &partners | 0.17% | Add +2.1% | 581,779 | $33.9M |
| Mariner, LLC | 0.04% | Reduce -20.5% | 582,470 | $33.9M |
| Perigon Wealth Management, LLC | 0.61% | Reduce -12.3% | 577,845 | $33.6M |
| Stone House Investment Management, LLC | 5.98% | Reduce -12.8% | 574,017 | $33.4M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -17.2% | 548,622 | $31.9M |
| Wealth Alliance, LLC | 3.15% | Add +5.7% | 548,607 | $31.9M |
| Prudential PLC | 0.24% | Reduce -9.6% | 547,900 | $31.9M |
| Keystone Financial Group | 2.17% | Reduce -1.4% | 542,488 | $31.6M |
| Capital Analysts, LLC | 0.81% | Reduce -17.0% | 532,076 | $31.0M |
| Buttonwood Financial Group, LLC | 18.91% | Reduce -1.9% | 528,266 | $30.7M |
| Macro Advisors, Inc. | 12.63% | — | 525,556 | $30.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -52.4% | 522,600 | $30.4M |
| Avid Wealth Partners LLC | 14.31% | Add +6.9% | 520,461 | $30.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +31.1% | 520,241 | $30.3M |
| SteelPeak Wealth, LLC | 0.92% | Reduce -24.9% | 503,502 | $29.3M |
| Vise Technologies, Inc. | 0.57% | No change | 476,752 | $29.0M |
| Liberty Wealth Management LLC | 3.61% | Add +3.7% | 496,452 | $28.9M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +41.4% | 486,778 | $28.3M |
| Barings LLC | 0.47% | Add +3.5% | 482,660 | $28.1M |
| Insight Wealth Strategies, LLC | 3.08% | Add +5.0% | 474,784 | $27.6M |
| Unique Wealth, LLC | 3.78% | Add +13.1% | 470,452 | $27.4M |
| One Wealth Advisors, LLC | 3.35% | Reduce -12.8% | 462,709 | $26.9M |
| Patriot Financial Group Insurance Agency, LLC | 1.48% | Add +126.1% | 450,242 | $26.2M |
| Patton Albertson Miller Group, LLC | 3.08% | Add +30.8% | 446,041 | $26.0M |
| Physician Wealth Advisors, Inc. | 3.53% | Reduce -16.4% | 435,609 | $25.3M |
| MAI Capital Management | 0.14% | Add +13.3% | 434,347 | $25.3M |
| Stonebrook Private Inc. | 5.36% | Reduce -0.5% | 432,753 | $25.2M |
| NorthRock Partners, LLC | 0.41% | Reduce -24.7% | 431,747 | $25.1M |
| Capital Planning Advisors, LLC | 3.63% | Reduce -5.5% | 431,324 | $25.1M |
| PAX Financial Group, LLC | 4.27% | Reduce -5.4% | 430,151 | $25.0M |
| Principal Securities, Inc. | 0.37% | Add +4.7% | 427,852 | $24.9M |
| Bishop & Co Investment Management, LLC | 8.52% | Add +10058.6% | 426,761 | $24.8M |
| Centerline Wealth Advisors, LLC | 8.91% | Add +1.5% | 425,700 | $24.8M |
| Financial Enhancement Group LLC | 3.07% | Add +44.0% | 388,617 | $24.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +92.2% | 422,913 | $24.6M |
| Detalus Advisors, LLC | 5.62% | Reduce -11.5% | 422,822 | $24.6M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +0.7% | 422,123 | $24.6M |
| GeoWealth Management, LLC | 0.88% | Add +0.4% | 420,670 | $24.5M |
| Security Financial Services, INC. | 3.80% | Reduce -23.8% | 412,976 | $24.0M |
| Ewa, LLC | 5.45% | New | 412,517 | $24.0M |
| U.S. Capital Wealth Advisors, LLC | 0.60% | Reduce -3.3% | 412,102 | $24.0M |
| Cypress Wealth Services, LLC | 3.36% | Reduce -2.2% | 409,616 | $23.8M |
| Frisch Financial Group, Inc. | 4.98% | Add +318.7% | 409,211 | $23.8M |
| Madrona Financial Services, LLC | 5.21% | Reduce -16.6% | 408,912 | $23.8M |
| Composition Wealth, LLC | 0.32% | New | 405,830 | $23.6M |
| Tudor Investment Corporation | 0.13% | Add +112.2% | 401,251 | $23.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.69% | Reduce -10.8% | 398,501 | $23.2M |
| Wealth Group Ltd | 5.28% | Add +6.9% | 398,296 | $23.2M |
| Diversify Wealth Management, LLC | 0.41% | Add +30.9% | 360,287 | $22.9M |
| McKinley Carter Wealth Services, Inc. | 1.31% | Add +386.0% | 389,812 | $22.7M |
| Strategic Blueprint, LLC | 1.32% | Reduce -13.9% | 389,605 | $22.7M |
| Trek Financial, LLC | 1.20% | Reduce -8.5% | 388,473 | $22.6M |
| Royal Harbor Partners, LLC | 7.62% | Add +1.8% | 386,806 | $22.5M |
| Mason & Associates, LLC | 5.15% | Add +0.5% | 386,256 | $22.5M |
| Tull Financial Group, Inc. | 9.98% | Add +74.0% | 384,045 | $22.3M |
| Vertex Planning Partners, LLC | 4.30% | Add +88.8% | 380,971 | $22.2M |
| Keystone Financial Services | 6.47% | Reduce -9.0% | 379,047 | $22.1M |
| Stokes Family Office, LLC | 2.27% | Reduce -19.1% | 378,288 | $22.0M |
| First Hawaiian Bank | 3.06% | Add +2.2% | 375,464 | $21.8M |
| Beacon Financial Group | 2.14% | Reduce -14.2% | 369,576 | $21.5M |
| Boyum Wealth Architects LLC | 8.90% | Add +7.5% | 331,877 | $21.3M |
| Kelly Financial Services LLC | 5.06% | Reduce -33.5% | 361,413 | $21.0M |
| Scissortail Wealth Management, LLC | 4.16% | Add +11.7% | 356,186 | $20.7M |
| Global Wealth Strategies & Associates | 5.08% | New | 355,591 | $20.7M |
| Tradition Wealth Management, LLC | 1.44% | Add +8.3% | 348,235 | $20.3M |
| Elevated Financial Group LLC | 6.60% | Add +18.4% | 342,274 | $19.9M |
| Brookstone Capital Management | 0.22% | Reduce -11.6% | 337,247 | $19.6M |
| Rothschild Wealth LLC | 1.76% | Add +9.2% | 335,528 | $19.5M |
| Kilter Group LLC | 8.38% | Add +0.0% | 333,533 | $19.4M |
| Eldridge Investment Advisors, Inc. | 4.25% | Add +13.3% | 333,094 | $19.4M |
| Midwest Capital Advisors, LLC | 9.02% | Reduce -22.1% | 331,603 | $19.3M |
| Financial Life Advisors | 5.99% | Add +5.0% | 330,628 | $19.2M |
| Sovran Advisors, LLC | 1.50% | Reduce -5.5% | 299,798 | $19.2M |
| Kingsview Wealth Management, LLC | 0.26% | Reduce -5.3% | 327,938 | $19.1M |
| Perennial Investment Advisors, LLC | 1.52% | Reduce -14.6% | 327,584 | $19.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +500.2% | 324,046 | $19.1M |
| Weil Company, Inc. | 4.25% | Add +16.6% | 325,633 | $18.9M |
| Lineweaver Wealth Advisors, LLC | 2.53% | Add +2.4% | 322,178 | $18.7M |
| Ancora Advisors LLC | 0.40% | Add +12.7% | 321,699 | $18.7M |
| Modern Wealth Management, LLC | 0.32% | Add +41.6% | 316,925 | $18.6M |
| Gateway Wealth Partners, LLC | 0.71% | Add +180.7% | 315,300 | $18.3M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Add +6.5% | 314,927 | $18.3M |
| Regatta Capital Group, LLC | 2.77% | Add +4.9% | 314,721 | $18.3M |
| Able Wealth Management LLC | 4.89% | Add +39.4% | 314,343 | $18.3M |
| Storen Legacy Partners, LLC | 5.65% | New | 309,676 | $18.0M |
| JT Stratford LLC | 2.28% | Add +7.6% | 306,893 | $17.9M |
| ONE Advisory Partners, LLC | 5.39% | Reduce -25.7% | 300,825 | $17.5M |
| Hemming& Wealth Management, Inc. | 12.22% | Add +30.2% | 300,744 | $17.5M |
| Swmg, LLC | 4.98% | Reduce -13.8% | 299,752 | $17.4M |
| Legacy Financial Group LLC | 2.17% | Reduce -15.0% | 296,212 | $17.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +40.6% | 291,105 | $16.9M |
| TSA Wealth Managment LLC | 5.47% | Reduce -11.7% | 290,968 | $16.9M |
| Van Hulzen Asset Management, LLC | 1.26% | Add +0.7% | 290,647 | $16.9M |
| Mutual Advisors, LLC | 0.36% | Reduce -2.7% | 289,985 | $16.9M |
| Apollon Wealth Management, LLC | 0.27% | Add +0.6% | 288,373 | $16.8M |
| Regal Investment Advisors LLC | 0.96% | Reduce -12.7% | 285,180 | $16.6M |
| Sterling Group Wealth Management, LLC | 7.49% | Add +52.6% | 272,265 | $15.8M |
| Snowden Capital Advisors LLC | 0.42% | Add +0.9% | 271,634 | $15.8M |
| Shira Ridge Wealth Management | 6.24% | Add +23.1% | 271,113 | $15.8M |
| Blue Trust, Inc. | 0.18% | Reduce -17.2% | 269,819 | $15.7M |
| RFG Advisory, LLC | 0.29% | Add +7.5% | 267,127 | $15.5M |
| Apeiron RIA LLC | 3.54% | Reduce -32.5% | 262,296 | $15.3M |
| Waverly Advisors, LLC | 0.11% | Add +10.3% | 257,838 | $15.0M |
| ShoreHaven Wealth Partners, LLC | 5.30% | Reduce -21.8% | 253,479 | $14.7M |
| VestGen Advisors, LLC | 0.41% | Add +1.4% | 219,935 | $14.5M |
| Independent Financial Group, LLC | 0.32% | Reduce -7.2% | 247,197 | $14.4M |
| Fortitude Financial, LLC | 7.51% | Add +4.9% | 244,009 | $14.2M |
| Gilbert Capital Group, Inc. | 10.90% | Reduce -3.2% | 242,424 | $14.1M |
| Jmac Enterprises LLC | 2.70% | Add +1.9% | 242,211 | $14.1M |
| Menora Mivtachim Holdings LTD. | 0.07% | Add +12.0% | 240,463 | $14.0M |
| Beacon Bridge Wealth Partners, LLC | 4.68% | Add +1.7% | 240,341 | $14.0M |
| Marks Group Wealth Management, Inc | 1.34% | Add +1186.6% | 239,427 | $13.9M |
| Claro Advisors Inc. | 1.67% | Reduce -20.2% | 238,054 | $13.8M |
| Advyzon Investment Management, LLC | 1.21% | Add +45.4% | 231,219 | $13.5M |
| World Investment Advisors | 0.22% | Reduce -16.2% | 230,792 | $13.4M |
| Bay Harbor Wealth Management, LLC | 3.47% | Reduce -15.2% | 230,179 | $13.4M |
| WealthShield Partners, LLC | 1.49% | Reduce -15.3% | 229,364 | $13.3M |
| Invst, LLC | 1.48% | Reduce -23.8% | 224,683 | $13.1M |
| Ameritas Advisory Services, LLC | 0.51% | Add +6.7% | 224,069 | $13.0M |
| Joseph Group Capital Management | 3.22% | New | 221,641 | $12.9M |
| Synergy Investment Management, LLC | 4.20% | Reduce -6.4% | 220,877 | $12.9M |
| 4J Wealth Management LLC | 7.27% | Add +50.7% | 219,906 | $12.8M |
| BCGM Wealth Management, LLC | 3.18% | Reduce -6.4% | 217,879 | $12.7M |
| Arkadios Wealth Advisors | 0.21% | Add +136.2% | 217,518 | $12.7M |
| Vigilare Wealth Management | 4.26% | Reduce -4.8% | 216,534 | $12.6M |
| Evernest Financial Advisors, LLC | 2.57% | Add +123.4% | 193,256 | $12.4M |
| Foundry Financial Group, Inc. | 6.07% | Add +9.9% | 210,116 | $12.2M |
| NorthCoast Asset Management LLC | 0.28% | Reduce -61.5% | 209,771 | $12.2M |
| Argent Trust Co | 0.41% | Add +19.0% | 208,394 | $12.1M |
| JPL Wealth Management, LLC | 2.79% | Add +38.6% | 208,310 | $12.1M |
| FCG Investment Co | 5.25% | — | 205,840 | $12.0M |
| WCG Wealth Advisors LLC | 0.33% | Add +2.9% | 205,094 | $11.9M |
| Endeavor Private Wealth, Inc. | 3.36% | Reduce -7.5% | 201,455 | $11.7M |
| Gen-Wealth Partners Inc | 3.68% | Add +5.3% | 200,701 | $11.7M |
| Mayflower Financial Advisors, LLC | 1.41% | Reduce -13.7% | 198,735 | $11.6M |
| Archer Investment Management, LLC | 4.78% | Add +135.2% | 195,227 | $11.4M |
| Focus Financial Network, Inc. | 0.41% | Add +5.2% | 194,808 | $11.3M |
| McNaughton Wealth Management, LLC | 4.67% | Reduce -16.7% | 193,915 | $11.3M |
| Ade, LLC | 5.38% | Add +19.6% | 192,830 | $11.2M |
| Steelhead Wealth Management LLC | 5.68% | — | 192,427 | $11.2M |
| Natixis Advisors, LLC | 0.02% | Add +90.0% | 189,173 | $11.0M |
| Daiichi Life Insurance Co., Ltd. | 0.31% | Add +83.2% | 186,541 | $10.9M |
| Hobbs Wealth Management, LLC | 10.64% | Add +1.0% | 184,735 | $10.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Reduce -19.0% | 184,327 | $10.7M |
| LiftPoint Family Wealth Advisors LLC | 8.86% | Reduce -0.8% | 183,930 | $10.7M |
| Quadrant Private Wealth Management, LLC | 1.64% | Reduce -13.0% | 182,707 | $10.6M |
| Golden State Wealth Management, LLC | 1.16% | Add +434.8% | 182,364 | $10.6M |
| Ridgeline Wealth Planning, LLC | 7.70% | Reduce -1.3% | 181,290 | $10.5M |
| Watershed Private Wealth LLC | 3.27% | Reduce -8.6% | 180,383 | $10.5M |
| Csenge Advisory Group | 0.48% | Reduce -8.8% | 179,588 | $10.4M |
| HUB Investment Partners, LLC | 0.25% | Add +2981.5% | 177,310 | $10.3M |
| Harbour Investments, Inc. | 0.16% | Add +6.9% | 176,758 | $10.3M |
| Avior Wealth Management, LLC | 0.29% | Add +685.8% | 175,210 | $10.2M |
| Cobblestone Asset Management LLC | 4.57% | Reduce -17.5% | 174,701 | $10.2M |
| Twin Peaks Wealth Advisors, LLC | 2.55% | Reduce -6.1% | 174,352 | $10.1M |
| Resolute Wealth Advisor, Inc. | 5.73% | — | 173,151 | $10.1M |
| BridgePort Financial Solutions, LLC | 2.85% | Reduce -21.7% | 172,798 | $10.1M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +2.2% | 172,221 | $10.0M |
| Summit Financial, LLC | 0.13% | Add +3111.1% | 170,126 | $9.9M |
| Lifelong Wealth Advisors, Inc. | 2.64% | Add +18.6% | 169,734 | $9.9M |
| SigFig Wealth Management, LLC | 0.29% | Reduce -16.3% | 169,694 | $9.9M |
| M1 Capital Management LLC | 4.54% | Add +10.9% | 169,268 | $9.8M |
| CoreCap Advisors, LLC | 0.33% | Reduce -0.3% | 169,034 | $9.8M |
| May Hill Capital, LLC | 2.45% | Reduce -16.3% | 167,690 | $9.8M |
| Maia Wealth LLC | 1.64% | Reduce -10.8% | 166,159 | $9.7M |
| Fifth Third Wealth Advisors LLC | 0.33% | New | 165,683 | $9.6M |
| Signet Financial Management, LLC | 1.08% | Reduce -2.4% | 165,071 | $9.6M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +117.5% | 165,059 | $9.6M |
| True Vision MN LLC | 4.95% | Reduce -7.6% | 164,898 | $9.6M |
| Peak Wealth Management LLC | 7.83% | Reduce -13.2% | 163,966 | $9.5M |
| Blue Edge Capital, LLC | 1.27% | Add +0.4% | 163,725 | $9.5M |
| IFP Advisors, Inc | 0.20% | Reduce -0.6% | 161,887 | $9.4M |
| Daviman Financial, LLC | 5.52% | Reduce -8.3% | 160,415 | $9.3M |
| Selby Wealth Management, LLC | 3.67% | Add +2.9% | 160,311 | $9.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.2% | 160,046 | $9.3M |
| J.E. Simmons & Co., P.C. | 6.20% | Add +3.1% | 159,333 | $9.3M |
| One Wealth Capital Management, LLC | 3.98% | Reduce -14.7% | 143,169 | $9.1M |
| Focus Partners Wealth | 0.01% | Reduce -3.0% | 155,988 | $9.1M |
| Centurion Wealth Management LLC | 2.03% | Add +1.4% | 154,663 | $9.0M |
| Advisory Services Network, LLC | 0.12% | Add +8.8% | 152,582 | $8.9M |
| Hoese & Co LLP | 6.58% | Add +83.6% | 152,448 | $8.9M |
| Goodman Advisory Group, LLC | 2.30% | Reduce -3.4% | 152,328 | $8.9M |
| Kovack Advisors, Inc. | 0.47% | Reduce -2.1% | 150,550 | $8.8M |
| Keebeck Wealth Management | 0.99% | Reduce -16.0% | 151,032 | $8.8M |
| Polaris Investment Advisors, LLC | 6.38% | Reduce -2.7% | 150,420 | $8.8M |
| Genesis Wealth Advisors, LLC | 5.82% | Add +5.0% | 149,929 | $8.7M |
| SkyOak Wealth, LLC | 1.59% | Reduce -0.6% | 149,638 | $8.7M |
| Core Wealth Advisors, LLC | 6.64% | Reduce -13.1% | 148,332 | $8.6M |
| Annex Advisory Services, LLC | 0.16% | Reduce -87.9% | 148,308 | $8.6M |
| Town Capital LLC | 6.93% | Reduce -10.1% | 147,263 | $8.6M |
| Uptick Partners, LLC | 1.71% | Add +50.8% | 147,138 | $8.6M |
| Central Pacific Bank - Trust Division | 1.14% | Add +7.0% | 147,110 | $8.6M |
| Strategies Wealth Advisors, LLC | 0.85% | New | 146,004 | $8.5M |
| Cornerstone Wealth Group, LLC | 0.55% | Add +3.6% | 134,483 | $8.5M |
| Alternative Investment Advisors, LLC. | 3.75% | Add +4.5% | 145,179 | $8.4M |
| Etesian Wealth Advisors, Inc. | 2.68% | Add +3.7% | 144,560 | $8.4M |
| SWP Financial LLC | 4.29% | Reduce -14.4% | 144,443 | $8.4M |
| Finhabits Advisors LLC | 7.72% | Add +6.3% | 143,835 | $8.4M |
| First Heartland Consultants, Inc. | 0.63% | Reduce -4.0% | 141,291 | $8.2M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +2588.8% | 141,268 | $8.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.74% | Add +393.3% | 138,825 | $8.1M |
| Contango Wealth Management LLC | 9.40% | Reduce -1.6% | 138,240 | $8.0M |
| KM Capital Management Ltd. | 5.40% | Reduce -10.6% | 120,715 | $8.0M |
| Pinion Investment Advisors, LLC | 1.87% | Add +28.7% | 137,451 | $8.0M |
| Ashton Thomas Securities, LLC | 0.99% | Add +3.2% | 135,871 | $7.9M |
| Firethorn Wealth Partners, LLC | 2.89% | Reduce -3.9% | 135,609 | $7.9M |
| Prospera Financial Services Inc | 0.13% | Add +27.1% | 135,516 | $7.9M |
| Ehrlich Financial Group | 4.53% | Reduce -13.6% | 135,406 | $7.9M |
| Bedell Frazier Investment Counselling, LLC | 1.58% | Add +3.0% | 134,052 | $7.8M |
| Spectrum Planning & Advisory Services Inc. | 3.80% | Reduce -13.8% | 131,958 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +215.5% | 131,545 | $7.7M |
| PFG Advisors | 0.37% | Add +11.8% | 131,312 | $7.6M |
| Baker Tilly Wealth Management, LLC | 1.84% | Add +16.9% | 130,278 | $7.6M |
| Intentional Wealth Strategies, LLC | 6.96% | — | 128,378 | $7.5M |
| Lantz Financial LLC | 1.54% | Reduce -4.3% | 128,235 | $7.5M |
| Cornerstone Planning Group LLC | 0.99% | Add +19.9% | 115,299 | $7.4M |
| Curtis Wealth Management LLC | 6.94% | Reduce -14.8% | 127,116 | $7.4M |
| Simplicity Wealth,LLC | 0.42% | Reduce -3.1% | 127,024 | $7.4M |
| B.O.S.S. Retirement Advisors, LLC | 2.22% | Reduce -4.9% | 125,222 | $7.3M |
| Advus Financial Partners, LLC | 1.81% | Add +8.3% | 124,182 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -48.8% | 123,548 | $7.2M |
| Shared Vision Wealth Group LLC | 2.92% | Reduce -9.0% | 123,021 | $7.2M |
| A4 Wealth Advisors LLC | 5.94% | Add +0.2% | 122,809 | $7.1M |
| Creative Planning | 0.00% | Reduce -2.1% | 121,321 | $7.1M |
| Great Diamond Partners, LLC | 1.35% | New | 120,858 | $7.0M |
| Millington Financial Advisors, LLC | 2.96% | Add +6.5% | 109,802 | $7.0M |
| Bedminster, LLC | 6.54% | Reduce -15.4% | 120,736 | $7.0M |
| Ascentis Independent Advisors | 0.53% | Add +984.3% | 120,101 | $7.0M |
| Forte Asset Management LLC | 3.01% | Add +1.3% | 117,767 | $6.9M |
| Braun-Bostich & Associates Inc. | 4.28% | Reduce -16.1% | 117,480 | $6.8M |
| Client 1ST Advisory Group, LLC | 2.07% | Add +16.1% | 117,030 | $6.8M |
| ArborFi Advisors, LLC | 5.56% | Add +1.6% | 117,027 | $6.8M |
| Valmark Advisers, Inc. | 0.08% | Add +17.6% | 116,939 | $6.8M |
| Milestone Asset Management, LLC | 1.24% | New | 115,568 | $6.7M |
| Sculati Wealth Management, LLC | 2.48% | Add +1.2% | 115,557 | $6.7M |
| Cyndeo Wealth Partners, LLC | 0.34% | Add +11.4% | 109,824 | $6.4M |
| Verus Capital Partners, LLC | 0.44% | Reduce -1.7% | 109,391 | $6.4M |
| Kickstand Ventures, Llc. | 1.33% | Add +1.0% | 108,524 | $6.3M |
| 5T Wealth, LLC | 2.46% | Reduce -8.1% | 106,905 | $6.2M |
| Arch Global Advisors, LLC | 3.22% | — | 106,122 | $6.2M |
| GW Henssler & Associates Ltd. | 0.29% | Add +9.9% | 106,016 | $6.2M |
| Retirement Wealth Solutions LLC | 3.87% | Add +2.8% | 105,631 | $6.1M |
| Skyline Advisors, Inc. | 2.11% | Add +469.6% | 103,920 | $6.0M |
| HighPoint Advisor Group LLC | 0.25% | Add +5.1% | 103,212 | $6.0M |
| Emergent Wealth Advisors, LLC | 3.52% | Add +109.4% | 102,384 | $6.0M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +146.7% | 101,128 | $5.9M |
| FFG Retirement Advisors LLC | 3.42% | Add +5.7% | 100,993 | $5.9M |
| Integrated Advisors Network LLC | 0.30% | Add +27.6% | 98,446 | $5.7M |
| Heck Capital Advisors, LLC | 0.42% | Reduce -0.2% | 98,201 | $5.7M |
| Clear Wave Wealth Management LLC | 1.45% | — | 97,985 | $5.7M |
| Hopwood Nicholas Hunter | 1.81% | Add +3.8% | 97,908 | $5.7M |
| Hoxton Planning & Management, LLC | 1.69% | Reduce -9.1% | 97,023 | $5.6M |
| Wealth Quarterback LLC | 2.21% | Add +2.7% | 96,606 | $5.6M |
| Strategic Financial Concepts, LLC | 1.39% | Add +52.5% | 96,587 | $5.6M |
| Visionary Wealth Advisors | 0.25% | Reduce -0.3% | 96,450 | $5.6M |
| Keystone Wealth Services, LLC | 1.19% | Add +53.4% | 95,625 | $5.6M |
| Bull Harbor Capital LLC | 1.48% | — | 94,975 | $5.5M |
| Sunrise Financial Services, LLC | 3.90% | Add +15291.5% | 94,504 | $5.5M |
| Crown Wealth Group, LLC | 1.60% | New | 93,672 | $5.4M |
| IMA Advisory Services, Inc. | 0.53% | Add +4.8% | 93,162 | $5.4M |
| Independent Advisor Alliance | 0.06% | Add +1403.4% | 91,360 | $5.3M |
| Creative Financial Designs Inc. | 0.32% | Add +2.0% | 91,177 | $5.3M |
| Beacon Financial Planning, Inc. | 2.03% | Add +58.9% | 90,079 | $5.2M |
| Fifth Third Bancorp | 0.01% | Add +4044.8% | 89,941 | $5.2M |
| Payne Capital LLC | 4.77% | Reduce -17.5% | 89,285 | $5.2M |
| Portfolio Resources Advisor Group, Inc. | 5.15% | Reduce -15.7% | 89,178 | $5.2M |
| Redwood Investment Management, LLC | 0.64% | Reduce -10.2% | 89,178 | $5.2M |
| Bellevue Asset Management, LLC | 2.59% | Add +6.6% | 88,800 | $5.2M |
| Provida Pension Fund Administrator | 0.09% | New | 88,420 | $5.1M |
| Theory Financial LLC | 1.80% | Reduce -16.9% | 88,140 | $5.1M |
| Integrity Advisory Solutions, LLC | 0.66% | Add +19.4% | 86,045 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.2% | 86,030 | $5.0M |
| Chatterton & Associates Inc. | 3.50% | Add +4.7% | 81,575 | $5.0M |
| Spire Wealth Management | 0.17% | Add +2.7% | 85,332 | $5.0M |
| Barnes Wealth Management Group, Inc | 2.51% | Reduce -2.7% | 85,092 | $5.0M |
| Sigma Planning Corp | 0.14% | Add +29.8% | 84,954 | $4.9M |
| Alpha Financial Partners LLC | 2.88% | Add +8.0% | 83,524 | $4.9M |
| Summit Wealth Partners, LLC | 0.77% | Add +30.1% | 83,509 | $4.9M |
| Davis Wealth Advisors, LLC | 4.03% | Reduce -18.9% | 83,388 | $4.9M |
| Sheridan Capital Management, LLC | 2.51% | Reduce -4.3% | 81,916 | $4.8M |
| Benjamin Edwards Inc. | 0.05% | Add +12.8% | 80,521 | $4.7M |
| Absolute Capital Management, LLC | 1.54% | Add +17.3% | 79,655 | $4.6M |
| Beto Financial Group, LLC | 2.67% | Add +299.8% | 69,944 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -20.1% | 78,353 | $4.6M |
| XY Planning Network, Inc. | 0.73% | Add +26.5% | 77,457 | $4.5M |
| Trinity Wealth Management, LLC | 1.67% | Reduce -2.3% | 78,095 | $4.5M |
| AQR Capital Management | 0.00% | Add +9.8% | 78,019 | $4.5M |
| ERn Financial, LLC | 0.84% | Reduce -0.4% | 76,870 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.15% | Reduce -2.0% | 76,519 | $4.5M |
| WealthPoint Financial, LLC | 3.65% | Reduce -6.6% | 74,975 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +10.4% | 74,461 | $4.3M |
| Journey Strategic Wealth LLC | 0.11% | Add +7.3% | 74,414 | $4.3M |
| Mosley Wealth Management | 1.95% | Add +0.8% | 72,903 | $4.3M |
| Wetzel Investment Advisors, Inc. | 1.72% | Add +74.5% | 74,013 | $4.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +4.5% | 73,862 | $4.3M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +10.4% | 73,765 | $4.3M |
| Tyche Wealth Partners LLC | 0.65% | Add +8.8% | 72,381 | $4.2M |
| Bush Investment Group, LLC | 2.30% | Add +1.3% | 72,234 | $4.2M |
| Curtis Advisory Group, LLC | 0.89% | Add +6.7% | 71,246 | $4.1M |
| Blalock Williams, LLC | 3.13% | Reduce -4.7% | 69,525 | $4.0M |
| Castle Wealth Management LLC | 1.30% | Add +7.8% | 69,043 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -3.3% | 68,652 | $4.0M |
| GTS Financial, LLC | 3.15% | — | 81,481 | $4.0M |
| Legacy Advisory Services, LLC | 3.03% | New | 68,237 | $4.0M |
| Armor Investment Advisors, LLC | 1.43% | New | 68,027 | $4.0M |
| Richmond Investment Services, LLC | 0.64% | Add +1.7% | 67,615 | $3.9M |
| Commonwealth Retirement Investments LLC | 1.21% | Reduce -2.6% | 67,254 | $3.9M |
| LifePlan Investment Advisors, Inc. | 1.53% | Reduce -11.5% | 66,711 | $3.9M |
| Concorde Asset Management, LLC | 1.90% | Reduce -0.4% | 66,490 | $3.9M |
| Venturi Wealth Management, LLC | 0.17% | Add +26.3% | 65,669 | $3.8M |
| Cornerstone Wealth, LLC | 2.15% | — | 60,003 | $3.8M |
| Brookwood Investment Group LLC | 0.47% | Add +6.6% | 63,545 | $3.7M |
| Clear Creek Financial Management, LLC | 0.28% | Add +16.9% | 63,242 | $3.7M |
| BlackDiamond Wealth Management, LLC | 1.75% | Reduce -9.2% | 62,209 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.9% | 62,118 | $3.6M |
| Novem Group | 0.41% | Add +1087.6% | 61,967 | $3.6M |
| Leigh Baldwin & Co., LLC | 2.32% | Reduce -15.3% | 61,721 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -7.4% | 61,298 | $3.6M |
| Everpar Advisors LLC | 1.21% | Add +20.8% | 60,554 | $3.5M |
| Smartleaf Asset Management LLC | 0.13% | Reduce -2.2% | 62,077 | $3.5M |
| WealthTrak Capital Management LLC | 2.47% | Add +23.7% | 59,505 | $3.5M |
| Sax Wealth Advisors, LLC | 0.17% | No change | 56,172 | $3.4M |
| BCU Wealth Advisors, LLC | 1.27% | Reduce -12.0% | 58,612 | $3.4M |
| Wealthgarden F.S. LLC | 2.31% | Reduce -14.3% | 58,147 | $3.4M |
| WealthPLAN Partners, LLC | 0.65% | Reduce -13.6% | 57,802 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -19.5% | 59,325 | $3.3M |
| Pacific Financial Group Inc. | 1.79% | Add +1.4% | 57,202 | $3.3M |
| Gotham Asset Management | 0.01% | Add +12.7% | 56,876 | $3.3M |
| Mather Group, Llc. | 0.03% | Add +6.4% | 55,821 | $3.2M |
| Connecticut Capital Management Group, LLC | 3.05% | Reduce -3.9% | 55,417 | $3.2M |
| Betterment LLC | 0.01% | Add +8.9% | 54,574 | $3.2M |
| HSBC Holdings PLC | 0.00% | Reduce -0.9% | 53,850 | $3.1M |
| OMNI 360 Wealth, Inc. | 1.61% | Add +4.9% | 53,560 | $3.1M |
| Ducere Wealth Management LLC | 1.24% | Add +31.9% | 53,521 | $3.1M |
| Citigroup Inc. | 0.00% | Add +1697.8% | 52,854 | $3.1M |
| Houlihan Financial Resource Group, Ltd. | 1.19% | Add +3.3% | 52,590 | $3.1M |
| Wedbush Securities Inc. | 0.09% | Add +2.5% | 52,478 | $3.1M |
| Vantage Point Financial LLC | 1.06% | Reduce -9.9% | 51,764 | $3.0M |
| Tempus Wealth Planning, LLC | 0.68% | Add +21.0% | 50,988 | $3.0M |
| Private Client Services, LLC | 0.87% | Add +0.9% | 50,279 | $2.9M |
| J.M. Arbour, LLC | 2.80% | Reduce -14.3% | 50,183 | $2.9M |
| United Advisor Group, LLC | 0.36% | Add +3.4% | 50,100 | $2.9M |
| Compound Planning, Inc. | 0.09% | Add +495.7% | 49,663 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.32% | Add +3.9% | 49,588 | $2.9M |
| Tableaux LLC | 1.36% | Add +24.9% | 48,422 | $2.8M |
| GTS Securities LLC | 0.10% | New | 47,737 | $2.8M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -21.0% | 47,581 | $2.8M |
| Sanchez Gaunt Capital Management, LLC | 1.71% | — | 47,154 | $2.7M |
| Beacon Capital Management, LLC | 0.48% | New | 46,781 | $2.7M |
| Yukon Wealth Management, Inc. | 1.62% | Add +0.4% | 46,589 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.9% | 46,469 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Add +3.9% | 46,468 | $2.7M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -14.2% | 46,327 | $2.7M |
| HRT Financial LP | 0.01% | Add +197.5% | 46,117 | $2.7M |
| Brooklyn Investment Group | 0.08% | New | 45,213 | $2.6M |
| Sutton Place Investors LLC | 1.42% | Reduce -5.7% | 44,620 | $2.6M |
| W Advisors, LLC | 1.33% | Reduce -7.0% | 44,474 | $2.6M |
| Private Trust Co. NA | 0.23% | Reduce -11.5% | 44,275 | $2.6M |
| WNY Asset Management, LLC | 0.27% | — | 44,182 | $2.6M |
| Cassilly Financial Group LLC | 2.19% | Add +0.6% | 43,336 | $2.5M |
| TD Waterhouse Canada Inc. | 0.01% | New | 42,797 | $2.5M |
| EFG International AG | 0.05% | New | 42,697 | $2.5M |
| Two West Capital Advisors LLC | 1.31% | Add +3.9% | 39,078 | $2.5M |
| Merkkuri Wealth Advisors LLC | 1.63% | Reduce -16.6% | 42,211 | $2.5M |
| Capital Asset Managemnet, LLC | 2.76% | Reduce -14.0% | 42,158 | $2.5M |
| M Holdings Securities, Inc. | 0.16% | Add +2.5% | 38,466 | $2.4M |
| PUREfi Wealth, LLC | 1.59% | Add +23.0% | 41,643 | $2.4M |
| Interchange Capital Partners, LLC | 0.76% | Reduce -9.7% | 49,182 | $2.4M |
| Regimen Wealth, LLC | 0.70% | Reduce -14.1% | 41,407 | $2.4M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -0.9% | 40,924 | $2.4M |
| Centaurus Financial, Inc. | 0.11% | Add +1.1% | 40,402 | $2.4M |
| Capital Investment Management, Inc. | 0.79% | Reduce -16.2% | 39,675 | $2.3M |
| MKT Advisors LLC | 0.77% | Add +30.6% | 38,907 | $2.3M |
| Capital Squared Financial LLC | 1.73% | Add +3.6% | 38,930 | $2.3M |
| RCW Management, LLC | 2.32% | Add +12.0% | 38,902 | $2.3M |
| Win Advisors, Inc. | 1.03% | New | 38,779 | $2.3M |
| Signal Advisors Wealth, LLC | 0.15% | Reduce -15.1% | 37,821 | $2.2M |
| Visionary Horizons, LLC | 1.08% | Add +34.1% | 37,666 | $2.2M |
| Horizon Wealth Management, LLC | 0.32% | Reduce -94.9% | 37,182 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -74.0% | 37,077 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.23% | Add +0.7% | 36,998 | $2.2M |
| Integrated Wealth Management | 2.46% | Reduce -6.8% | 36,944 | $2.1M |
| Beacon Financial Advisory LLC | 0.48% | Add +7.6% | 36,609 | $2.1M |
| Alta Wealth Advisors LLC | 0.69% | Add +92.4% | 36,483 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +42.7% | 36,296 | $2.1M |
| Titleist Asset Management, LLC | 0.16% | Add +19.8% | 36,140 | $2.1M |
| Inspire Advisors, LLC | 0.17% | Add +355.9% | 35,907 | $2.1M |
| Evergreen Wealth Partners LLC | 1.58% | Add +86.9% | 35,573 | $2.1M |
| Raleigh Capital Management Inc. | 0.71% | Reduce -14.4% | 35,549 | $2.1M |
| Accelerate Investment Advisors LLC | 1.37% | Reduce -3.8% | 35,197 | $2.0M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -18.4% | 35,106 | $2.0M |
| Semus Wealth Partners LLC | 1.13% | Reduce -8.3% | 34,812 | $2.0M |
| FWG Investments, LLC. | 1.25% | Add +15.2% | 33,922 | $2.0M |
| Goldstein Advisors, LLC | 0.22% | Add +2.0% | 33,787 | $2.0M |
| LaSalle St. Investment Advisors, LLC | 0.27% | Add +16.0% | 33,379 | $1.9M |
| Oasis Advisors, LLC | 0.38% | Add +958.4% | 35,108 | $1.9M |
| First Citizens Financial Corp | 0.91% | Add +20.4% | 33,100 | $1.9M |
| Kentucky Trust Co | 1.00% | Add +4.2% | 32,928 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -29.9% | 32,715 | $1.9M |
| Latitude Advisors, LLC | 0.87% | Add +12.9% | 32,711 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -10.3% | 32,568 | $1.9M |
| Northland Securities, Inc. | 1.80% | Add +8.1% | 32,492 | $1.9M |
| Optivise Advisory Services LLC | 1.14% | Reduce -41.2% | 32,404 | $1.9M |
| Aspire Private Capital, LLC | 0.42% | Reduce -11.8% | 31,704 | $1.8M |
| Rede Wealth, LLC | 0.66% | Reduce -14.3% | 31,433 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Add +49.2% | 30,520 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.45% | Reduce -6.5% | 30,406 | $1.8M |
| Imprint Wealth LLC | 7.97% | Add +25.3% | 30,014 | $1.7M |
| Magnolia Private Wealth, LLC | 1.16% | Add +100.7% | 29,961 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +10.3% | 29,702 | $1.7M |
| John W. Brooker & Co., CPAs | 2.72% | Reduce -20.1% | 29,685 | $1.7M |
| Fairvoy Private Wealth, LLC | 0.41% | Add +10.6% | 29,582 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +119.0% | 29,562 | $1.7M |
| Rollins Financial Advisors, LLC | 0.27% | Add +90.6% | 29,330 | $1.7M |
| Savvy Advisors, Inc. | 0.05% | Add +142.5% | 29,082 | $1.7M |
| Lantern Wealth Advisors, LLC | 0.85% | Add +13.7% | 28,611 | $1.7M |
| GatePass Capital, LLC | 0.82% | Reduce -5.4% | 28,535 | $1.7M |
| Gilliland Jeter Wealth Management LLC | 0.49% | Add +3.5% | 28,500 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -96.6% | 28,489 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.14% | Reduce -3.6% | 28,460 | $1.7M |
| Maripau Wealth Management LLC | 0.71% | Reduce -20.5% | 27,884 | $1.6M |
| Catalina Capital Group, LLC | 0.98% | Reduce -13.0% | 27,533 | $1.6M |
| Avantra Family Wealth, Inc. | 1.17% | Add +0.6% | 26,984 | $1.6M |
| PFG Investments, LLC | 0.07% | Add +110.2% | 26,813 | $1.6M |
| Vision Retirement, LLC | 0.44% | Reduce -12.9% | 26,552 | $1.5M |
| Asempa Wealth Advisors | 1.34% | Add +4.0% | 26,268 | $1.5M |
| RDA Financial Network | 0.38% | Reduce -16.4% | 26,185 | $1.5M |
| Forum Finance Group S.A. | 0.83% | — | 32,253 | $1.5M |
| Traveka Wealth, LLC | 0.58% | Add +17.9% | 26,104 | $1.5M |
| Resurgent Financial Advisors LLC | 0.55% | Reduce -13.6% | 25,670 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.45% | Reduce -85.2% | 25,511 | $1.5M |
| Lionsbridge Wealth Management LLC | 1.48% | Add +0.4% | 25,295 | $1.5M |
| Alterna Wealth Management, Inc. | 1.10% | Add +10.1% | 24,893 | $1.4M |
| Smith, Moore & Co. | 0.11% | Add +133.4% | 24,871 | $1.4M |
| MSH Capital Advisors LLC | 0.30% | Reduce -3.6% | 24,339 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 24,070 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Reduce -1.5% | 23,481 | $1.4M |
| Sound Income Strategies, LLC | 0.07% | Add +2.1% | 23,229 | $1.4M |
| Lifeworks Advisors, LLC | 0.17% | Reduce -6.1% | 23,406 | $1.4M |
| Nwam LLC | 0.08% | Add +8.2% | 23,375 | $1.4M |
| SMART Wealth LLC | 0.39% | Add +147.2% | 23,068 | $1.3M |
| TritonPoint Partners, LLC | 0.49% | New | 23,026 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.9% | 22,950 | $1.3M |
| Cozad Asset Management Inc. | 0.10% | Add +3.8% | 22,837 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Reduce -84.7% | 22,424 | $1.3M |
| Pacific Excel Wealth Advisors, Inc. | 1.36% | Add +38.1% | 22,202 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -30.4% | 22,045 | $1.3M |
| Ballast Rock Private Wealth LLC | 0.71% | Add +50.9% | 21,969 | $1.3M |
| Arcadia Wealth Management, LLC | 0.46% | Add +20.8% | 21,828 | $1.3M |
| Maridea Wealth Management LLC | 0.18% | Add +9.6% | 21,375 | $1.2M |
| Signature Wealth Management Partners, LLC | 0.62% | Add +42.9% | 21,357 | $1.2M |
| Indie Asset Partners, LLC | 1.40% | Add +26.7% | 21,109 | $1.2M |
| Corient Private Wealth LP | 0.00% | New | 22,261 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -38.6% | 20,957 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 20,914 | $1.2M |
| Elevation Capital Advisory, LLC | 0.51% | Add +70.1% | 20,692 | $1.2M |
| MN Wealth Advisors, LLC | 0.57% | Reduce -9.3% | 20,186 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -14.3% | 20,169 | $1.2M |
| World Equity Group, Inc. | 0.30% | Reduce -16.1% | 20,019 | $1.2M |
| Fsa Wealth Partners, Inc. | 0.55% | Reduce -41.3% | 19,974 | $1.2M |
| Talisman Wealth Advisors LLC | 0.93% | Add +21.9% | 19,912 | $1.2M |
| Cooper Financial Group | 0.12% | Reduce -0.1% | 19,826 | $1.2M |
| Balance Wealth Partners LLC | 0.35% | Reduce -59.9% | 19,350 | $1.1M |
| Evolution Wealth Management Inc. | 0.81% | Reduce -3.9% | 18,996 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +206.6% | 18,723 | $1.1M |
| LexAurum Advisors, LLC | 0.14% | — | 18,595 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +8.8% | 18,531 | $1.1M |
| Legacy Wealth Partners, LLC | 0.27% | Reduce -10.1% | 18,458 | $1.1M |
| Blue Capital, Inc. | 0.70% | Add +5.4% | 18,353 | $1.1M |
| RCS Financial Planning, LLC | 0.55% | Reduce -79.0% | 18,157 | $1.1M |
| Parkway Wealth Management Group, LLC | 0.13% | Reduce -0.3% | 17,184 | $1.1M |
| Cape Investment Advisory, Inc. | 0.35% | Add +8.1% | 18,027 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Add +17.7% | 17,958 | $1.0M |
| FLP Wealth Management, LLC | 2.11% | Add +16.2% | 17,573 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.1% | 17,471 | $1.0M |
| BAM Wealth Management, LLC | 0.76% | Reduce -1.0% | 17,414 | $1.0M |
| Hutchens & Kramer Investment Management Group, LLC | 0.32% | Reduce -12.1% | 17,373 | $1.0M |
| FRG Family Wealth Advisors LLC | 0.17% | Add +45.7% | 17,335 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -14.9% | 17,265 | $1.0M |
| Apollon Financial, LLC | 0.14% | Add +69.3% | 17,175 | $999K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -3.7% | 17,172 | $999K |
| ASL Financial, LLC | 0.79% | Add +29.0% | 17,030 | $991K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 16,660 | $969K |
| BigSur Wealth Management LLC | 0.27% | No change | 16,573 | $964K |
| Bison Wealth, LLC | 0.09% | Reduce -10.3% | 14,495 | $963K |
| Madson Wealth Advisors Inc | 0.78% | — | 16,135 | $939K |
| Weaver Consulting Group | 0.22% | New | 16,097 | $937K |
| Elevated Capital Advisors, LLC | 0.24% | Reduce -5.9% | 16,097 | $937K |
| Lane Brothers & Co. Inc. | 0.68% | Reduce -4.6% | 16,092 | $936K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.3% | 15,956 | $928K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.8% | 15,622 | $909K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -70.4% | 15,199 | $884K |
| Seeds Investor LLC | 0.12% | New | 14,087 | $880K |
| Americana Partners, LLC | 0.02% | Add +3.5% | 14,912 | $868K |
| Key Capital Management, INC | 0.57% | Add +94.5% | 14,818 | $862K |
| Aegis Wealth Management, Inc. | 0.67% | Reduce -13.0% | 14,571 | $848K |
| NewEdge Wealth, LLC | 0.01% | New | 14,508 | $844K |
| Roxbury Financial LLC | 0.76% | Add +5.0% | 14,497 | $843K |
| Marino, Stram & Associates LLC | 0.15% | Add +4.5% | 14,449 | $841K |
| Impact Partnership Wealth, LLC | 0.10% | Add +48.6% | 14,265 | $830K |
| Oregon Pacific Wealth Management, LLC | 0.86% | Reduce -16.7% | 14,187 | $825K |
| Quartz Partners, LLC | 0.31% | Add +0.0% | 13,987 | $814K |
| Atlatl Advisers LLC | 0.60% | Reduce -61.8% | 13,953 | $812K |
| Financial Designs Corp | 0.45% | Add +21.9% | 13,948 | $811K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +79.5% | 13,778 | $802K |
| VestGen Investment Management | 0.44% | Reduce -22.4% | 13,743 | $800K |
| Riverbend Wealth Management, LLC | 0.49% | Add +3.7% | 13,607 | $792K |
| Vavra Capital Management, LLC | 0.76% | Add +44.3% | 13,396 | $779K |
| Fulcrum Equity Management | 0.75% | Reduce -34.4% | 13,303 | $774K |
| Balefire, LLC | 0.14% | Add +204.2% | 13,195 | $768K |
| Arwa LLC | 0.37% | New | 12,227 | $748K |
| GWN Securities Inc. | 0.14% | Reduce -4.1% | 12,856 | $748K |
| Accurate Wealth Management, LLC | 0.09% | Add +5.6% | 12,040 | $737K |
| Bank of Marin | 0.53% | Reduce -1.1% | 12,508 | $728K |
| Strathmore Capital Advisors, Inc. | 0.20% | New | 11,265 | $720K |
| Advisor OS, LLC | 0.05% | New | 12,366 | $719K |
| Silver Oak Securities, Incorporated | 0.05% | Add +1168.5% | 12,292 | $715K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -17.1% | 12,197 | $710K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -18.4% | 12,178 | $709K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.32% | Reduce -29.8% | 12,106 | $704K |
| Strategy Asset Managers LLC | 0.12% | Reduce -4.2% | 12,064 | $702K |
| LongView Wealth Management | 0.17% | Add +11.6% | 10,955 | $685K |
| Blueprint Financial Advisors LLC | 0.10% | New | 11,688 | $680K |
| Blueprint Investment Partners LLC | 0.07% | New | 11,688 | $680K |
| PKS Advisory Services, LLC | 0.16% | Add +24.4% | 11,485 | $670K |
| Vident Advisory, LLC | 0.01% | Add +71.5% | 11,196 | $651K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.8% | 11,140 | $648K |
| FMR LLC | 0.00% | Add +766.5% | 11,005 | $640K |
| Northern Trust Corp. | 0.00% | New | 10,998 | $640K |
| Empirical Asset Management, LLC | 0.17% | Reduce -10.5% | 10,916 | $635K |
| Lockerman Financial Group, Inc. | 1.14% | Add +15.3% | 10,894 | $634K |
| Pinnacle Family Advisors, LLC | 0.30% | Reduce -14.1% | 10,847 | $631K |
| Life Line Wealth Management LLC | 0.28% | Add +36.6% | 10,649 | $620K |
| Flagship Private Wealth, LLC | 0.25% | Add +3.0% | 10,530 | $613K |
| International Assets Investment Management, LLC | 0.04% | Reduce -10.6% | 10,420 | $612K |
| Stirlingshire Investments, Inc. | 0.54% | Reduce -15.4% | 10,515 | $612K |
| Cowa, LLC | 0.18% | Reduce -2.0% | 10,508 | $611K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +14.9% | 10,156 | $595K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -22.8% | 10,163 | $591K |
| Silverlake Wealth Management LLC | 0.12% | Add +70.6% | 10,147 | $590K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -12.5% | 10,127 | $589K |
| Mosaic Advisors LLC | 0.88% | New | 9,147 | $585K |
| Fiscal Wisdom Wealth Management, LLC | 0.56% | Add +9.9% | 9,947 | $579K |
| SeaCrest Wealth Management, LLC | 0.06% | New | 9,858 | $574K |
| Prosperity Consulting Group, LLC | 0.03% | Add +11.1% | 9,830 | $572K |
| Elevation Wealth Management LLC | 0.52% | Reduce -7.4% | 9,818 | $571K |
| Novus Advisors, LLC | 1.27% | Add +13.2% | 9,733 | $566K |
| TRB Wealth Management, LLC | 0.08% | — | 9,718 | $565K |
| Cadia Private Client LLC | 0.44% | Add +30.8% | 9,278 | $540K |
| Wells Financial Advisors INC | 2.42% | Reduce -24.0% | 9,125 | $531K |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 9,105 | $530K |
| Ieq Capital, LLC | 0.00% | New | 8,936 | $520K |
| WJ Wealth Management, LLC | 0.23% | Reduce -1.8% | 8,445 | $491K |
| Sequent Planning LLC | 0.12% | Add +27.9% | 8,442 | $491K |
| Continuum Advisory, LLC | 0.05% | Reduce -12.5% | 8,166 | $475K |
| Heritage Family Offices, LLP | 0.21% | Add +18.6% | 8,134 | $473K |
| Advisors Capital Management, LLC | 0.01% | Add +72.2% | 8,088 | $471K |
| Johnson Investment Counsel Inc. | 0.00% | Add +14.1% | 7,836 | $456K |
| Rossby Financial, LCC | 0.09% | Add +19.2% | 7,655 | $450K |
| Glenview Trust Co | 0.01% | New | 7,646 | $445K |
| E&G Advisors, LLC | 0.10% | Add +5.4% | 7,628 | $444K |
| TFB Advisors LLC | 0.23% | Reduce -37.4% | 7,579 | $441K |
| Laurel Oak Wealth Management, LLC | 0.07% | New | 7,223 | $420K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +2.3% | 6,951 | $404K |
| Veracity Capital LLC | 0.14% | Reduce -13.9% | 6,858 | $399K |
| Integrity Wealth Partners, LLC | 0.36% | — | 6,790 | $395K |
| Facet Wealth, Inc. | 0.01% | Reduce -0.8% | 6,740 | $392K |
| Investment Partners Asset Management, Inc. | 0.24% | Add +34.7% | 6,672 | $388K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -9.8% | 6,638 | $386K |
| New Republic Capital, LLC | 0.13% | Reduce -19.1% | 6,634 | $386K |
| Brand Asset Management Group, Inc. | 0.10% | Add +3.0% | 6,591 | $383K |
| Lloyd Advisory Services, LLC. | 0.11% | Reduce -66.5% | 6,516 | $379K |
| Kingdom Financial Group LLC. | 0.11% | Reduce -17.3% | 6,516 | $379K |
| Stewardship Advisors, LLC | 0.09% | Add +24.7% | 6,493 | $378K |
| Pacific Park Financial, Inc. | 0.24% | Reduce -38.4% | 6,387 | $372K |
| Landing Point Financial Group, LLC | 0.18% | New | 6,215 | $362K |
| Crusonia Wealth Advisors LLC | 0.07% | Add +28.4% | 6,210 | $361K |
| AA Financial Advisors, LLC | 0.05% | Add +5.8% | 6,201 | $361K |
| Fortis Advisors, LLC | 0.18% | Add +0.0% | 6,132 | $357K |
| Adelphi Trust Co | 0.29% | New | 6,091 | $354K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | No change | 6,065 | $353K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 5,985 | $348K |
| Kelly Financial Group LLC | 0.09% | Add +3.3% | 5,906 | $344K |
| Plan Group Financial, LLC | 0.08% | New | 5,894 | $343K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +20.5% | 5,884 | $342K |
| Van Diest Capital, LLC | 0.27% | Reduce -13.7% | 5,836 | $340K |
| Mainstream Capital Management LLC | 0.22% | Reduce -1.0% | 5,749 | $334K |
| Global Financial Private Client, LLC | 0.11% | Reduce -9.7% | 5,723 | $333K |
| First Trust Advisors LP | 0.00% | Reduce -12.9% | 5,713 | $332K |
| RHS Financial, LLC | 0.16% | New | 5,689 | $331K |
| COFG Advisors, LLC | 0.08% | Add +0.3% | 5,670 | $330K |
| Capital Advisor Network LLC | 0.46% | — | 5,655 | $329K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -19.9% | 5,609 | $326K |
| Professional Financial Advisors, LLC | 0.07% | Add +24.4% | 5,590 | $325K |
| KPP Advisory Services LLC | 0.05% | Reduce -12.2% | 5,487 | $319K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,414 | $315K |
| Sonoma Allocations LLC | 0.11% | Add +25.6% | 5,286 | $312K |
| Insigneo Advisory Services, LLC | 0.02% | New | 5,139 | $299K |
| StoneX Group Inc. | 0.02% | Reduce -62.5% | 5,134 | $299K |
| Objective Capital Management, LLC | 0.30% | Add +31.9% | 5,080 | $296K |
| Fiduciary Alliance LLC | 0.02% | New | 4,691 | $295K |
| Prostatis Group LLC | 0.08% | Add +52.1% | 5,068 | $295K |
| Atlas Brown,Inc. | 0.09% | Add +42.3% | 4,973 | $289K |
| Proactive Wealth Strategies LLC | 0.05% | New | 4,965 | $289K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 4,349 | $278K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -15.9% | 4,779 | $278K |
| Midwest Heritage Bank, FSB | 0.09% | Reduce -25.5% | 4,745 | $276K |
| Zions Bancorporation, National Association | 0.02% | No change | 4,709 | $274K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,706 | $274K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Reduce -39.0% | 4,700 | $273K |
| FSA Advisors, Inc. | 0.18% | New | 4,580 | $266K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -37.7% | 4,568 | $266K |
| Western Financial Corp | 0.10% | Reduce -13.7% | 4,564 | $266K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -4.3% | 4,460 | $259K |
| Moors & Cabot, Inc. | 0.01% | New | 4,442 | $258K |
| Evergreen Capital Management LLC | 0.01% | Reduce -44.4% | 4,420 | $257K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | No change | 4,416 | $257K |
| Tucker Asset Management LLC | 0.08% | Add +32.8% | 4,382 | $255K |
| XTX Topco Ltd | 0.00% | New | 4,353 | $253K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -15.7% | 4,324 | $252K |
| Centennial Advisors, LLC | 0.32% | Add +7.2% | 4,320 | $251K |
| URS Advisory LLC | 0.18% | Add +2.0% | 4,160 | $242K |
| Procyon Advisors, LLC | 0.01% | New | 4,145 | $241K |
| Bryant Woods Investment Advisors, LLC | 0.09% | New | 4,033 | $235K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -18.3% | 4,022 | $234K |
| Prosperity Planning, Inc. | 0.08% | Reduce -22.9% | 3,948 | $230K |
| Wellment Financial | 0.28% | Reduce -32.1% | 3,890 | $226K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,887 | $226K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,814 | $222K |
| BDFS Capital LLC | 0.11% | Reduce -3.5% | 3,798 | $221K |
| Wellington Grp LLC | 0.07% | New | 3,788 | $220K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +3.4% | 3,787 | $220K |
| First National Bank & Trust Co. of Newtown | 0.05% | New | 3,745 | $218K |
| Team Financial Group, LLC | 0.10% | Add +23.2% | 3,690 | $215K |
| Merited Wealth, LLC | 0.18% | Reduce -6.6% | 3,631 | $211K |
| Magnus Financial Group LLC | 0.02% | Reduce -81.6% | 3,622 | $211K |
| Goelzer Investment Management, Inc. | 0.01% | New | 3,577 | $208K |
| Signaturefd, LLC | 0.00% | Add +38.2% | 3,544 | $206K |
| Macroview Investment Management LLC | 0.14% | New | 3,527 | $205K |
| PSI Advisors, LLC | 0.05% | New | 3,506 | $204K |
| Essex Financial Services, Inc. | 0.01% | Add +0.4% | 3,500 | $204K |
| TrueWealth Financial Partners | 0.08% | New | 3,487 | $203K |
| Westover Capital Advisors, LLC | 0.04% | Add +3.6% | 3,476 | $202K |
| REAP Financial Group, LLC | 0.04% | Add +5.7% | 3,258 | $190K |
| Allworth Financial LP | 0.00% | Reduce -8.1% | 3,255 | $189K |
| Russell Investments Group, Ltd. | 0.00% | Add +189.1% | 3,137 | $183K |
| Opal Wealth Advisors, LLC | 0.04% | Reduce -9.1% | 3,060 | $178K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +1.2% | 3,007 | $175K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -7.6% | 2,916 | $170K |
| Wellington-Altus USA Inc. | 0.10% | New | 2,450 | $167K |
| Clearstead Advisors, LLC | 0.00% | New | 2,835 | $165K |
| ADG Wealth Management Group, LLC | 0.11% | New | 2,793 | $162K |
| Crewe Advisors LLC | 0.01% | No change | 2,695 | $157K |
| Clark Wealth Partners | 0.09% | Reduce -7.0% | 2,272 | $132K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -21.3% | 2,175 | $127K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.8% | 2,035 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 2,006 | $117K |
| Quantbot Technologies LP | 0.00% | New | 1,958 | $114K |
| Collier Financial | 0.08% | Add +0.3% | 1,839 | $107K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,823 | $106K |
| Vanguard Advisers Inc. | 0.00% | — | 1,606 | $93K |
| Aventura Private Wealth, LLC | 0.03% | New | 1,586 | $92K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +143.8% | 1,580 | $92K |
| Founders Financial Alliance, LLC | 0.02% | Add +42.5% | 1,485 | $86K |
| Bogart Wealth, LLC | 0.00% | Add +733.9% | 1,476 | $86K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,439 | $84K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +32.8% | 1,396 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,327 | $77K |
| Larson Financial Group LLC | 0.00% | Add +14.5% | 1,286 | $75K |
| Signature Equity Partners, LLC | 0.04% | Add +6.7% | 1,122 | $65K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.3% | 1,118 | $65K |
| Tidemark, LLC | 0.02% | Reduce -14.6% | 1,108 | $64K |
| Tompkins Financial Corp. | 0.01% | Reduce -15.0% | 1,105 | $64K |
| NFSG Corp | 0.01% | No change | 950 | $55K |
| Root Financial Partners, LLC | 0.00% | Reduce -55.6% | 919 | $53K |
| Bank & Trust Co | 0.04% | No change | 906 | $53K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42950.0% | 861 | $50K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 852 | $50K |
| Birchwood Financial Partners, Inc. | 0.05% | Reduce -6.7% | 834 | $49K |
| Innovative Asset Advisors Group, LLC | 0.03% | — | 800 | $47K |
| JNBA Financial Advisors | 0.00% | Reduce -6.4% | 763 | $44K |
| Indiana Trust & Investment Management Co | 0.01% | New | 755 | $44K |
| Curio Wealth, LLC | 0.01% | No change | 734 | $43K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 704 | $41K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 624 | $36K |
| 2UniFi Bank | 0.02% | No change | 578 | $34K |
| NorthAvenue LLC | 0.03% | Add +0.2% | 565 | $33K |
| Hurley Capital, LLC | 0.02% | Reduce -36.0% | 559 | $32K |
| Webster Bank, N. A. | 0.00% | Add +32.5% | 510 | $30K |
| Benson Wealth Management INC | 0.04% | No change | 489 | $28K |
| Smithfield Trust Co | 0.00% | No change | 477 | $27K |
| Advocate Investing Services LLC | 0.02% | Add +85.5% | 460 | $27K |
| Asset Dedication, LLC | 0.00% | New | 456 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.7% | 454 | $26K |
| Bessemer Group Inc. | 0.00% | Reduce -49.4% | 445 | $26K |
| Nemes Rush Group LLC | 0.00% | No change | 444 | $26K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 421 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.3% | 398 | $23K |
| Chesapeake Asset Management LLC | 0.02% | No change | 386 | $22K |
| Abound Wealth Management | 0.00% | No change | 351 | $20K |
| Networth Advisors, LLC | 0.01% | No change | 312 | $18K |
| Godsey & Gibb, Inc. | 0.00% | Add +429.3% | 307 | $18K |
| Park Place Capital Corp | 0.00% | No change | 304 | $18K |
| Financial Freedom, LLC | 0.01% | New | 304 | $18K |
| Basso Capital Management, L.P. | 0.01% | No change | 292 | $17K |
| Addison Advisors LLC | 0.00% | New | 287 | $17K |
| Operose Advisors LLC | 0.00% | Reduce -25.5% | 277 | $16K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | Add +23.3% | 254 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | New | 252 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 252 | $15K |
| NBT Bank, N.A. | 0.00% | Add +301.6% | 245 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.1% | 248 | $14K |
| CENTRAL TRUST Co | 0.00% | Reduce -67.6% | 217 | $13K |
| Crews Bank & Trust | 0.00% | New | 204 | $12K |
| National Bank of Canada | 0.00% | No change | 193 | $11K |
| Ankerstar Wealth, LLC | 0.01% | No change | 192 | $11K |
| United Community Bank | 0.00% | No change | 180 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 172 | $10K |
| Bank of Montreal | 0.00% | No change | 165 | $10K |
| Archer Investment Corp | 0.00% | No change | 102 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $6K |
| Robinswood Financial LLC | 0.00% | New | 94 | $5K |
| ESL Trust Services, LLC | 0.00% | No change | 94 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 91 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 90 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 87 | $5K |
| Avion Wealth | 0.00% | Add +53.2% | 95 | $5K |
| Alerus Financial NA | 0.00% | No change | 75 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 72 | $4K |
| UMB Bank, n.a. | 0.00% | New | 64 | $4K |
| Chelsea Counsel Co. | 0.00% | No change | 63 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -26.3% | 59 | $3K |
| First Horizon Corp. | 0.00% | No change | 50 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $3K |
| United Financial Planning Group LLC | 0.00% | No change | 42 | $2K |
| Orion Capital Management LLC | 0.00% | New | 27 | $2K |
| Evermay Wealth Management LLC | 0.00% | New | 25 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 25 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 16 | $931 |
"% 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.