iShares Gold TrustIAUETF
13F holders, Q1 2024 (March 31)1,139holders
5famous investors
$42.03avg. 13F price*
At the end of Q1 2024, 1,139 institutions reported holding iShares Gold Trust (IAU) in their 13F filings. The largest holders were Bank of America Corp. ($1.4B), FMR LLC ($961.7M) and Morgan Stanley ($920.9M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $80.3M |
| Exits | 73 | $469.7M |
Ownership 1,139 holders
| Bank of America Corp. | 0.14% | Reduce -1.8% | 33,066,442 | $1.4B |
| FMR LLC | 0.06% | Reduce -0.4% | 22,892,225 | $961.7M |
| Morgan Stanley | 0.07% | Add +0.6% | 21,919,938 | $920.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.61% | Reduce -1.5% | 21,249,413 | $892.7M |
| Charles Schwab Investment Advisory, Inc. | 1.18% | Reduce -0.4% | 20,374,821 | $855.9M |
| Empower Advisory Group, LLC | 2.34% | Add +0.8% | 14,881,670 | $625.2M |
| Wells Fargo & Company | 0.12% | Reduce -3.3% | 11,205,703 | $470.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -12.2% | 10,830,911 | $455.0M |
| Alliancebernstein L.P. | 0.14% | Reduce -2.2% | 9,740,179 | $409.2M |
| LPL Financial LLC | 0.16% | Add +1.3% | 7,059,011 | $296.5M |
| Bank of Montreal | 0.08% | Reduce -8.3% | 6,379,185 | $264.7M |
| Mizuho Bank, Ltd. | 26.07% | Reduce -25.0% | 6,000,000 | $252.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.3% | 5,433,267 | $228.5M |
| WealthNavi Inc. | 2.94% | Add +18.9% | 5,249,427 | $220.5M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Reduce -4.7% | 4,260,514 | $179.0M |
| HighTower Advisors, LLC | 0.26% | Reduce -3.0% | 3,873,170 | $162.7M |
| Raymond James & Associates | 0.11% | Add +4.4% | 3,844,075 | $161.5M |
| Packer & Co Ltd | 52.74% | No change | 3,585,100 | $150.6M |
| BlackRock Inc. | 0.00% | Add +2.4% | 3,490,272 | $146.6M |
| Royal Bank of Canada | 0.03% | Reduce -7.9% | 3,338,716 | $140.3M |
| Cerity Partners LLC | 0.34% | Reduce -1.1% | 3,039,470 | $128.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.6% | 3,038,909 | $127.7M |
| Keybank National Association | 0.52% | Add +3.2% | 3,022,752 | $127.0M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -5.2% | 2,860,553 | $120.2M |
| Equitable Trust Co. | 7.85% | Add +5.0% | 2,694,867 | $113.2M |
| Northern Trust Corp. | 0.02% | Add +1.7% | 2,559,799 | $107.5M |
| Jane Street Group, LLC | 0.13% | Reduce -42.1% | 2,415,185 | $101.5M |
| Tocqueville Asset Management L.P. | 1.56% | Reduce -1.8% | 2,277,395 | $95.7M |
| Captrust Financial Advisors | 0.33% | Reduce -4.0% | 2,166,692 | $91.0M |
| CIBC Private Wealth Group LLC | 0.17% | Add +4.9% | 2,098,523 | $89.1M |
| Proficio Capital Partners LLC | 9.71% | Add +0.4% | 2,099,813 | $88.2M |
| GM Advisory Group, LLC | 5.94% | Reduce -6.9% | 2,016,546 | $84.7M |
| Baird Financial Group, Inc. | 0.18% | Reduce -0.8% | 2,004,478 | $84.2M |
| Arnhold LLC | 7.92% | Reduce -1.4% | 1,782,254 | $74.9M |
| Chevy Chase Trust Holdings, LLC | 0.23% | Reduce -1.0% | 1,679,054 | $70.5M |
| Stifel Financial Corp. | 0.08% | Reduce -5.8% | 1,586,838 | $66.7M |
| Moon Capital Management LP | 65.78% | No change | 1,559,604 | $65.5M |
| CENTRAL TRUST Co | 1.61% | Reduce -2.1% | 1,543,024 | $64.8M |
| First Command Advisory Services, Inc. | 0.64% | Reduce -0.3% | 1,460,851 | $61.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -24.8% | 1,385,307 | $58.2M |
| Forbes J M & Co. LLP | 6.21% | Reduce -1.4% | 1,363,509 | $57.3M |
| Franklin Resources Inc. | 0.02% | Reduce -2.0% | 1,267,621 | $53.3M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -0.3% | 1,257,475 | $52.8M |
| Neuberger Berman Group LLC | 0.04% | Reduce -0.3% | 1,214,938 | $51.0M |
| Tanglewood Wealth Management, Inc. | 6.26% | Add +1.5% | 1,205,013 | $50.6M |
| AlTi Global, Inc. | 1.38% | Reduce -0.1% | 1,177,361 | $49.5M |
| Mariner, LLC | 0.10% | Reduce -0.3% | 1,175,380 | $49.4M |
| Truist Financial Corp. | 0.07% | Add +4.0% | 1,126,259 | $47.3M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +23.0% | 1,067,966 | $44.9M |
| Beacon Investment Advisory Services, Inc. | 1.92% | Add +0.3% | 1,058,762 | $44.5M |
| Asset Management One Co., Ltd. | 0.17% | Reduce -20.3% | 1,028,782 | $43.2M |
| Corient Private Wealth LP | 0.08% | Add +2.7% | 1,011,603 | $42.5M |
| Cresset Asset Management, LLC | 0.20% | Reduce -10.3% | 977,195 | $41.1M |
| Allianz SE | 1.25% | — | 941,548 | $39.6M |
| Mercer Global Advisors Inc. | 0.11% | Add +1.2% | 935,700 | $39.4M |
| MacKay Shields LLC | 7.01% | No change | 929,500 | $39.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.9% | 921,751 | $38.7M |
| Capital Asset Advisory Services LLC | 2.20% | Add +0.0% | 875,424 | $38.5M |
| Axxcess Wealth Management, LLC | 1.06% | Reduce -5.7% | 893,875 | $37.6M |
| Oxbow Advisors, LLC | 5.32% | Add +5.6% | 888,890 | $37.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.0% | 878,925 | $36.9M |
| GenWealth Group, Inc. | 8.96% | Add +4.8% | 846,143 | $35.5M |
| CRCM LP | 25.98% | — | 813,165 | $34.2M |
| Circle Wealth Management, LLC | 0.83% | Reduce -0.0% | 792,348 | $33.3M |
| Creative Planning | 0.04% | Reduce -2.3% | 788,339 | $33.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.5% | 783,452 | $32.9M |
| National Bank of Canada | 0.05% | Add +67.9% | 697,460 | $31.1M |
| Equitable Holdings, Inc. | 0.35% | Add +6.1% | 732,901 | $30.8M |
| 1832 Asset Management L.P. | 0.05% | New | 714,618 | $30.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -31.9% | 710,978 | $29.9M |
| Biltmore Family Office, LLC | 5.84% | Add +10.3% | 705,869 | $29.7M |
| Cetera Investment Advisers | 0.07% | Add +545.9% | 694,118 | $29.2M |
| Narwhal Capital Management | 2.84% | Add +5.1% | 691,515 | $29.1M |
| EverSource Wealth Advisors, LLC | 2.26% | Reduce -10.1% | 662,721 | $28.7M |
| Evercore Wealth Management, LLC | 0.45% | Reduce -1.4% | 677,118 | $28.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.34% | Add +29.1% | 648,702 | $27.3M |
| Deutsche Bank AG | 0.01% | Add +0.2% | 633,098 | $26.6M |
| Strategic Point Investment Advisors, LLC | 4.80% | Add +0.6% | 629,949 | $26.5M |
| Stuart Investment Advisors, Inc. | 17.08% | Add +2.2% | 627,101 | $26.3M |
| West Family Investments, Inc. | 8.15% | No change | 620,540 | $26.3M |
| Cadinha & Co. LLC | 4.47% | Reduce -1.6% | 619,816 | $26.0M |
| VPR Management LLC | 7.10% | No change | 608,780 | $25.6M |
| Dynasty Wealth Management, LLC | 0.77% | — | 572,441 | $24.0M |
| Comerica Bank | 0.10% | Add +117.8% | 566,941 | $23.8M |
| Twin Focus Capital Partners, LLC | 4.50% | Add +0.5% | 562,720 | $23.6M |
| Mader & Shannon Wealth Management, Inc. | 13.07% | Reduce -5.0% | 554,683 | $23.3M |
| Kaydan Wealth Management, Inc. | 7.94% | Add +44.3% | 554,056 | $23.3M |
| EPIQ Capital Group, LLC | 9.01% | Add +0.8% | 538,592 | $22.6M |
| MML Investors Services, LLC | 0.09% | Reduce -33.5% | 537,941 | $22.6M |
| Tiaa Trust, National Association | 0.07% | Add +25.4% | 536,225 | $22.5M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -2.7% | 411,146 | $22.5M |
| Gladius Capital Management LP | 22.13% | Reduce -29.1% | 534,078 | $22.4M |
| Stephens Inc. | 0.34% | Reduce -5.7% | 527,223 | $22.1M |
| Checchi Capital Advisers, LLC | 1.68% | Add +15.0% | 512,290 | $21.5M |
| National Philanthropic Trust | 0.47% | Add +0.8% | 510,675 | $21.5M |
| Zhang Financial LLC | 1.58% | Reduce -22.5% | 506,712 | $21.3M |
| Quent Capital, LLC | 2.45% | Add +2.4% | 498,614 | $20.9M |
| Foundations Investment Advisors, LLC | 0.55% | Add +4.8% | 495,959 | $20.8M |
| Blue Trust, Inc. | 0.29% | Reduce -24.2% | 487,392 | $20.5M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -0.2% | 483,461 | $20.3M |
| SkyView Investment Advisors, LLC | 3.75% | Add +5.8% | 481,677 | $20.2M |
| Fourpath Capital Management, LLC | 13.54% | Reduce -1.8% | 464,620 | $19.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -22.1% | 460,543 | $19.3M |
| Sowa Financial Group, Inc. | 15.45% | No change | 485,170 | $18.9M |
| WESCAP Management Group, Inc. | 5.49% | Reduce -0.2% | 450,586 | $18.9M |
| Cardinal Point Capital Management ULC | 3.58% | Add +1.7% | 448,487 | $18.8M |
| Syon Capital LLC | 1.70% | Reduce -0.5% | 429,060 | $18.0M |
| JSF Financial, LLC | 5.50% | Reduce -1.3% | 417,912 | $17.6M |
| Independent Family Office, LLC | 9.27% | Reduce -5.2% | 411,117 | $17.3M |
| M&T Bank Corp | 0.06% | Reduce -19.3% | 406,880 | $17.1M |
| NorthCrest Asset Manangement, LLC | 0.58% | Reduce -0.2% | 406,181 | $17.1M |
| Kestra Advisory Services, LLC | 0.11% | Add +10.3% | 401,435 | $16.9M |
| Parcion Private Wealth LLC | 1.48% | Reduce -15.9% | 399,697 | $16.8M |
| Chatham Capital Group, Inc. | 3.07% | Add +0.7% | 398,820 | $16.8M |
| Spinnaker Trust | 1.08% | Reduce -4.0% | 398,135 | $16.7M |
| Quest Investment Management LLC | 1.86% | No change | 396,021 | $16.6M |
| Cambridge Associates LLC /Ma/ | 0.89% | Add +7.1% | 394,510 | $16.6M |
| Cibc World Market Inc. | 0.04% | Add +10.9% | 394,508 | $16.6M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +1.4% | 388,572 | $16.3M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -3.3% | 386,853 | $16.3M |
| Assetmark, Inc. | 0.05% | Add +3.9% | 375,538 | $15.8M |
| Vision Capital Management, Inc. | 2.33% | Reduce -0.3% | 372,298 | $15.6M |
| Meridian Wealth Advisors, LLC | 2.92% | Add +0.8% | 370,552 | $15.6M |
| Elm Partners Management LLC | 1.23% | Add +8.3% | 370,268 | $15.6M |
| Public Employees Retirement System of Ohio | 0.06% | Add +21.3% | 366,800 | $15.4M |
| IFP Advisors, Inc | 0.67% | Add +31.3% | 364,213 | $15.3M |
| James Investment Research, Inc. | 1.81% | Reduce -2.3% | 363,209 | $15.3M |
| Fielder Capital Group LLC | 6.81% | Reduce -2.3% | 362,482 | $15.2M |
| Sterling Financial Planning, Inc. | 5.92% | Add +0.7% | 348,104 | $14.6M |
| Verger Capital Management LLC | 7.38% | Add +43.7% | 343,669 | $14.4M |
| AllGen Financial Advisors, Inc. | 5.77% | Add +2.6% | 337,657 | $14.2M |
| Sage Rhino Capital LLC | 3.32% | Add +0.6% | 334,525 | $14.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -13.6% | 331,671 | $13.9M |
| Citigroup Inc. | 0.02% | Add +8.7% | 331,351 | $13.9M |
| Kingsview Wealth Management, LLC | 0.35% | Add +10.3% | 328,648 | $13.8M |
| Graham Capital Wealth Management, LLC | 24.86% | Reduce -1.7% | 327,585 | $13.8M |
| Modus Advisors, LLC | 5.05% | Add +0.1% | 324,789 | $13.6M |
| Baldwin Wealth Partners LLC | 1.02% | Reduce -1.2% | 323,096 | $13.6M |
| Dakota Wealth Management | 0.33% | Reduce -0.3% | 317,562 | $13.3M |
| Bfsg, LLC | 1.74% | Add +2.6% | 313,256 | $13.2M |
| First Foundation Advisors | 0.52% | Reduce -2.9% | 311,792 | $13.1M |
| Blair William & Co. | 0.04% | Add +12.8% | 309,042 | $13.0M |
| Cyndeo Wealth Partners, LLC | 1.08% | Reduce -2.6% | 309,004 | $13.0M |
| Capital Group Private Client Services, Inc. | 0.13% | Reduce -4.5% | 306,679 | $12.9M |
| Timber Creek Capital Management LLC | 4.03% | Reduce -1.6% | 306,643 | $12.9M |
| XR Securities LLC | 3.75% | Add +331.6% | 305,864 | $12.8M |
| Bokf, NA | 0.23% | Reduce -2.2% | 300,093 | $12.7M |
| Howland Capital Management LLC | 0.61% | Reduce -4.7% | 303,080 | $12.7M |
| Permanens Capital L.P. | 1.54% | Add +50.5% | 299,036 | $12.6M |
| Oppenheimer Asset Management Inc. | 0.18% | Reduce -15.1% | 296,520 | $12.5M |
| Faithward Advisors, LLC | 2.23% | Add +1.6% | 292,082 | $12.3M |
| Chemistry Wealth Management LLC | 3.30% | Add +2.5% | 291,691 | $12.3M |
| Legend Financial Advisors, Inc. | 8.85% | Add +0.6% | 290,865 | $12.2M |
| Brookstone Capital Management | 0.22% | Reduce -3.4% | 288,620 | $12.1M |
| US Bancorp \de | 0.02% | Reduce -3.5% | 283,290 | $11.9M |
| TMD Wealth Management, LLC | 2.71% | Add +6.8% | 276,687 | $11.6M |
| Resona Asset Management Co.,Ltd. | 0.07% | — | 276,645 | $11.6M |
| Townsend & Associates, Inc | 1.35% | Add +0.8% | 263,359 | $11.6M |
| LVM Capital Management Ltd. | 1.37% | Reduce -0.5% | 275,112 | $11.6M |
| Van Hulzen Asset Management, LLC | 0.76% | Add +0.1% | 273,391 | $11.5M |
| AMG National Trust Bank | 0.33% | Add +13.9% | 272,117 | $11.4M |
| Aveo Capital Partners, LLC | 1.23% | Add +0.2% | 258,953 | $11.3M |
| White Lighthouse Investment Management Inc. | 2.26% | New | 265,371 | $11.1M |
| Perigon Wealth Management, LLC | 0.33% | Reduce -3.6% | 262,711 | $11.0M |
| Norris Financial Group, LLC | 5.95% | Reduce -3.5% | 258,211 | $10.8M |
| Sunbelt Securities, Inc. | 1.20% | Reduce -33.4% | 255,094 | $10.7M |
| Parkside Investments, LLC | 1.68% | Reduce -11.2% | 251,551 | $10.6M |
| Wallington Asset Management, LLC | 1.65% | Add +1.6% | 250,154 | $10.5M |
| K2 Principal Fund, L.P. | 5.39% | Add +478.7% | 250,000 | $10.5M |
| Arlington Capital Management, Inc. | 8.73% | Reduce -1.6% | 249,925 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -3.9% | 249,607 | $10.5M |
| Fifth Third Securities, Inc. | 1.02% | Reduce -14.5% | 249,366 | $10.5M |
| Rogco, LP | 4.27% | Reduce -1.6% | 248,516 | $10.4M |
| Sentinel Trust Co. Lba | 1.34% | Reduce -5.8% | 247,486 | $10.4M |
| First American Trust, FSB | 1.09% | Add +7.5% | 247,446 | $10.4M |
| Morton Capital Management LLC | 2.78% | Reduce -0.3% | 245,326 | $10.3M |
| UMB Bank, n.a. | 0.16% | Reduce -1.4% | 244,333 | $10.3M |
| Nottingham Advisors, Inc. | 1.26% | Reduce -2.2% | 244,234 | $10.3M |
| Beacon Harbor Wealth Advisors, Inc. | 2.69% | Add +5.5% | 241,433 | $10.1M |
| American Investment Services, Inc. | 1.80% | Reduce -1.4% | 241,126 | $10.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.61% | Add +188.2% | 240,083 | $10.1M |
| Signet Investment Advisory Group, Inc. | 5.36% | Add +3.8% | 233,196 | $9.8M |
| Resonant Capital Advisors, LLC | 0.83% | Add +0.2% | 231,017 | $9.7M |
| Evoke Wealth, LLC | 0.29% | Add +960.7% | 230,098 | $9.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.14% | Reduce -6.0% | 229,793 | $9.7M |
| New Potomac Partners, LLC | 5.31% | Add +1.3% | 227,626 | $9.6M |
| Sigma Investment Counselors Inc. | 0.61% | Add +1.4% | 223,672 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.3% | 221,694 | $9.3M |
| Barclays PLC | 0.00% | Add +6.1% | 220,590 | $9.3M |
| EFG Asset Management (Americas) Corp. | 2.82% | Add +227.2% | 220,271 | $9.3M |
| Private Harbour Investment Management & Counsel, LLC | 9.76% | Reduce -1.4% | 215,975 | $9.1M |
| Bcwm, LLC | 3.10% | Add +18.0% | 214,314 | $9.0M |
| Osborne Partners Capital Management, LLC | 0.55% | Reduce -1.9% | 213,192 | $9.0M |
| Yeomans Consulting Group, Inc. | 3.91% | Add +42.2% | 212,383 | $8.9M |
| Upper Left Wealth Management, LLC | 8.24% | Add +6.6% | 211,525 | $8.9M |
| Mesirow Financial Investment Management, Inc. | 0.20% | Add +60.1% | 211,319 | $8.9M |
| JNBA Financial Advisors | 0.92% | Reduce -13.0% | 207,623 | $8.7M |
| Forza Wealth Management, LLC | 4.44% | Reduce -0.8% | 203,092 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -0.1% | 200,504 | $8.4M |
| Toronto Dominion Bank | 0.01% | Reduce -54.5% | 200,000 | $8.4M |
| Mgo One Seven LLC | 0.44% | Add +21.1% | 199,721 | $8.4M |
| Stablepoint Partners, LLC | 1.70% | Add +22.2% | 199,251 | $8.4M |
| Renaissance Technologies | 0.01% | Add +207.3% | 198,500 | $8.3M |
| CPA Asset Management Group, LLC | 4.65% | Reduce -9.4% | 197,715 | $8.3M |
| LifePlan Financial, LLC | 7.61% | Add +2.6% | 197,713 | $8.3M |
| Arkos Global Advisors | 1.38% | Add +1.6% | 197,099 | $8.3M |
| Wealth Management Partners, LLC | 4.19% | Add +2.7% | 196,521 | $8.3M |
| Altiora Financial Group, LLC | 2.24% | Add +17.0% | 196,079 | $8.2M |
| Highland Financial Advisors, LLC | 3.26% | Reduce -7.6% | 193,735 | $8.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +69.2% | 193,068 | $8.1M |
| Clear Harbor Asset Management, LLC | 0.71% | Reduce -0.1% | 191,886 | $8.1M |
| Plum Street Advisors, LLC | 4.08% | Reduce -14.5% | 162,152 | $8.1M |
| Okabena Investment Services Inc. | 2.66% | Add +4.5% | 189,898 | $8.0M |
| Sowell Financial Services LLC | 0.38% | Add +14.4% | 189,232 | $8.0M |
| NTV Asset Management LLC | 1.20% | Reduce -1.5% | 187,207 | $7.9M |
| Rehmann Capital Advisory Group | 0.59% | Add +1.1% | 186,992 | $7.9M |
| Leavell Investment Management, Inc. | 0.45% | Reduce -11.3% | 186,574 | $7.8M |
| Cohen & Steers, Inc. | 0.02% | Reduce -29.2% | 185,536 | $7.8M |
| Hamilton Wealth, LLC | 2.41% | Add +3.4% | 183,654 | $7.7M |
| Sapient Capital LLC | 0.17% | Reduce -1.1% | 182,902 | $7.7M |
| Three Bridge Wealth Advisors, LLC | 3.03% | Add +1.8% | 182,879 | $7.7M |
| Silverleafe Capital Partners, LLC | 3.14% | Reduce -6.6% | 182,081 | $7.6M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.8% | 181,973 | $7.6M |
| Gateway Advisory, LLC | 1.34% | Add +2.7% | 181,378 | $7.6M |
| Ballentine Partners, LLC | 0.14% | Reduce -18.5% | 176,840 | $7.4M |
| Brown Advisory Inc. | 0.01% | Add +3.5% | 173,279 | $7.3M |
| Commerce Bank | 0.05% | Reduce -0.9% | 172,666 | $7.3M |
| Allworth Financial LP | 0.05% | Add +1.4% | 171,828 | $7.2M |
| Scotia Capital Inc. | 0.04% | Add +12.6% | 171,599 | $7.2M |
| Independent Financial Group, LLC | 0.33% | Add +0.3% | 171,214 | $7.2M |
| Systelligence, LLC | 1.86% | Reduce -0.2% | 169,117 | $7.1M |
| GAMCO Investors | 0.07% | No change | 168,400 | $7.1M |
| Cape Ann Savings Bank | 4.43% | Reduce -0.1% | 168,260 | $7.1M |
| Greenline Partners, LLC | 1.12% | Reduce -0.0% | 167,746 | $7.0M |
| Lowe Wealth Advisors, LLC | 3.25% | Reduce -0.2% | 166,379 | $7.0M |
| Weil Company, Inc. | 2.75% | Reduce -1.2% | 165,085 | $6.9M |
| Towneley Capital Management, Inc / DE | 1.69% | Reduce -0.9% | 163,657 | $6.9M |
| Ariston Services Group | 6.51% | Reduce -0.0% | 161,865 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -18.9% | 158,940 | $6.7M |
| Debussy Capital Management LP | 1.94% | Add +11.1% | 148,985 | $6.7M |
| Fore Capital, LLC | 41.34% | Add +58.0% | 158,000 | $6.6M |
| Ancora Advisors LLC | 0.15% | Reduce -0.3% | 157,827 | $6.6M |
| GYL Financial Synergies, LLC | 0.52% | Reduce -2.2% | 156,903 | $6.6M |
| Insight Wealth Partners, LLC | 4.27% | Add +0.5% | 156,509 | $6.6M |
| Well Done, LLC | 1.29% | Reduce -3.5% | 155,573 | $6.5M |
| Executive Wealth Management, LLC | 0.57% | Reduce -39.4% | 153,586 | $6.5M |
| BSW Wealth Partners | 1.10% | Add +0.0% | 154,625 | $6.5M |
| Patton Fund Management, Inc. | 1.17% | Add +3.9% | 153,993 | $6.5M |
| GFS Advisors, LLC | 1.06% | Reduce -4.5% | 152,898 | $6.4M |
| Southeast Asset Advisors, LLC | 0.77% | No change | 151,820 | $6.4M |
| Stephen J. Garry & Associates, LLC | 6.56% | Reduce -0.7% | 150,994 | $6.3M |
| AE Wealth Management LLC | 0.07% | Reduce -55.0% | 150,066 | $6.3M |
| Alhambra Investment Management LLC | 3.44% | Add +0.6% | 149,958 | $6.3M |
| Advisory Services Network, LLC | 0.14% | Add +4.6% | 145,619 | $6.1M |
| MBA Advisors LLC | 3.15% | Add +2.5% | 144,901 | $6.1M |
| Cranbrook Wealth Management, LLC | 1.53% | Reduce -0.8% | 144,376 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -1.4% | 141,186 | $5.9M |
| Wellspring Financial Advisors, LLC | 0.93% | Reduce -12.6% | 140,504 | $5.9M |
| Fermata Advisors, LLC | 1.32% | Reduce -3.8% | 139,689 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -8.2% | 139,257 | $5.9M |
| Omnia Family Wealth, LLC | 2.73% | Reduce -3.5% | 138,527 | $5.8M |
| Financial Counselors Inc. | 0.10% | Reduce -15.0% | 137,082 | $5.8M |
| Fortis Group Advisors, LLC | 1.06% | Add +37.5% | 136,786 | $5.7M |
| Old Port Advisors | 1.76% | Add +8.7% | 136,484 | $5.7M |
| Fairview Capital Investment Management, LLC | 0.32% | Add +1.7% | 136,291 | $5.7M |
| Pathstone Holdings, LLC | 0.03% | Add +8.9% | 135,848 | $5.7M |
| Custom Portfolio Group LLC | 4.69% | Add +4.4% | 139,249 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.6% | 134,821 | $5.7M |
| Sinecera Capital, LLC | 7.61% | Reduce -3.0% | 127,101 | $5.5M |
| Kades & Cheifetz LLC | 3.49% | Add +1.1% | 129,752 | $5.5M |
| Coastal Bridge Advisors, LLC | 1.25% | Reduce -0.3% | 129,010 | $5.4M |
| Hamilton Point Investment Advisors, LLC | 1.06% | Reduce -1.0% | 128,571 | $5.4M |
| Summit Trail Advisors, LLC | 0.14% | Reduce -5.6% | 127,692 | $5.4M |
| Meridian Investment Counsel Inc. | 1.77% | Reduce -3.2% | 126,692 | $5.3M |
| Sigma Planning Corp | 0.17% | Add +136.3% | 125,684 | $5.3M |
| Modern Wealth Management, LLC | 0.49% | New | 125,159 | $5.3M |
| Global Wealth Strategies & Associates | 1.96% | Add +3.1% | 123,943 | $5.2M |
| FDx Advisors, Inc. | 0.79% | Reduce -20.3% | 123,513 | $5.2M |
| Signal Advisors Wealth, LLC | 1.28% | Add +63.4% | 122,436 | $5.1M |
| Maltin Wealth Management, Inc. | 2.87% | Add +4.8% | 121,284 | $5.1M |
| Briaud Financial Planning Inc | 2.87% | Reduce -0.1% | 120,390 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -2.9% | 120,258 | $5.1M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -2.9% | 120,258 | $5.1M |
| Accretive Wealth Partners, LLC | 2.22% | Add +0.3% | 115,300 | $5.0M |
| Foguth Wealth Management, LLC. | 2.62% | — | 116,411 | $4.9M |
| Ackerman Capital Advisors, LLC | 1.33% | Reduce -0.1% | 114,312 | $4.8M |
| Wills Financial Group, Inc. | 2.26% | Reduce -0.6% | 114,268 | $4.8M |
| Stableford Capital II LLC | 1.92% | Add +0.1% | 113,801 | $4.8M |
| Prairie Wealth Advisors, Inc. | 2.24% | — | 113,792 | $4.8M |
| Regency Capital Management Inc.\DE | 3.02% | Add +5.5% | 113,020 | $4.7M |
| Wealthspan Partners, LLC | 2.76% | Add +3.5% | 111,482 | $4.7M |
| FineMark National Bank & Trust | 0.17% | Add +7.5% | 110,684 | $4.6M |
| AdvisorNet Financial, Inc | 0.44% | Add +0.7% | 109,561 | $4.6M |
| Lifeworks Advisors, LLC | 1.29% | Add +32.3% | 109,381 | $4.6M |
| Apollon Wealth Management, LLC | 0.14% | Reduce -5.5% | 107,859 | $4.5M |
| Kure Advisory, LLC | 3.87% | Add +3.8% | 107,761 | $4.5M |
| WealthCare Investment Partners, LLC | 2.13% | Add +38.2% | 104,743 | $4.4M |
| Focus Partners Wealth | 0.04% | Add +114.9% | 104,255 | $4.4M |
| Tudor Investment Corporation | 0.05% | Add +272.4% | 104,209 | $4.4M |
| LYNX Capital Group Ltd. | 2.91% | Add +9.1% | 102,757 | $4.3M |
| Jordan Park Group LLC | 0.27% | Add +29.7% | 102,240 | $4.3M |
| Palisades Hudson Asset Management, L.P. | 1.95% | No change | 102,096 | $4.3M |
| Versant Capital Management, Inc | 1.22% | Add +0.8% | 101,750 | $4.3M |
| Lido Advisors, LLC | 0.04% | Add +2.5% | 101,428 | $4.3M |
| Choreo, LLC | 0.11% | Reduce -3.9% | 100,177 | $4.2M |
| DCF Advisers, LLC | 2.58% | No change | 100,000 | $4.2M |
| WMS Partners, LLC | 0.29% | Add +8.7% | 99,570 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.57% | Reduce -2.5% | 98,198 | $4.1M |
| Twelve Points Wealth Management LLC | 1.51% | Add +4.8% | 97,882 | $4.1M |
| Bessemer Group Inc. | 0.01% | Reduce -0.4% | 97,724 | $4.1M |
| Deane Retirement Strategies, Inc. | 2.07% | Reduce -0.3% | 97,277 | $4.1M |
| Cypress Capital Group | 0.49% | Reduce -3.8% | 97,141 | $4.1M |
| Ziegler Capital Management, LLC | 0.15% | No change | 96,690 | $4.1M |
| Hilltop National Bank | 1.37% | — | 96,168 | $4.0M |
| Amplius Wealth Advisors, LLC | 0.45% | Reduce -9.1% | 95,471 | $4.0M |
| Boston Financial Mangement LLC | 0.13% | No change | 95,317 | $4.0M |
| RiverGlades Family Offices LLC | 3.17% | Reduce -3.1% | 89,722 | $4.0M |
| Wealth Alliance, LLC | 0.52% | Reduce -0.1% | 94,586 | $4.0M |
| Sage Investment Advisers LLC | 4.53% | Reduce -2.8% | 94,030 | $4.0M |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 93,250 | $3.9M |
| Fiduciary Trust Co | 0.06% | Reduce -0.6% | 92,927 | $3.9M |
| Bigelow Investment Advisors, LLC | 1.92% | Add +12.1% | 92,740 | $3.9M |
| Madden Advisory Services, Inc. | 2.05% | Reduce -0.8% | 92,636 | $3.9M |
| Provenance Wealth Advisors, LLC | 0.55% | Add +4.2% | 92,590 | $3.9M |
| Flagstar Securities, Inc. | 1.08% | Add +5.0% | 92,126 | $3.9M |
| Diversify Advisory Services, LLC | 0.23% | — | 90,238 | $3.8M |
| Moulton Wealth Management, Inc. | 4.02% | Reduce -0.7% | 91,152 | $3.8M |
| Gradient Investments LLC | 0.09% | Add +2.9% | 91,138 | $3.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -29.2% | 90,500 | $3.8M |
| Harvest Fund Management Co., Ltd | 0.34% | Add +0.8% | 90,435 | $3.8M |
| Welch & Forbes LLC | 0.05% | Add +0.4% | 90,374 | $3.8M |
| CSS LLC | 0.93% | Add +244.3% | 90,200 | $3.8M |
| Argent Trust Co | 0.17% | Add +1.1% | 90,035 | $3.8M |
| Inscription Capital, LLC | 0.62% | Add +1.5% | 88,903 | $3.7M |
| Nvwm, LLC | 1.02% | Add +1.2% | 88,864 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -40.6% | 106,449 | $3.7M |
| Summit Place Financial Advisors, LLC | 2.18% | Add +25.7% | 88,572 | $3.7M |
| Blueprint Investment Partners LLC | 0.72% | Add +14.0% | 87,118 | $3.7M |
| Ieq Capital, LLC | 0.05% | Reduce -29.9% | 85,035 | $3.6M |
| Prudential Financial Inc. | 0.01% | Reduce -15.1% | 84,109 | $3.5M |
| Arax Advisory Partners | 0.37% | Reduce -3.8% | 83,199 | $3.5M |
| Tikvah Management LLC | 1.09% | No change | 82,230 | $3.5M |
| Delta Financial Advisors LLC | 1.36% | Reduce -0.6% | 81,953 | $3.4M |
| Cowa, LLC | 2.01% | Add +3.8% | 81,078 | $3.4M |
| VCI Wealth Management LLC | 2.30% | Reduce -14.7% | 81,013 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -0.8% | 79,664 | $3.3M |
| Altman Advisors, Inc. | 1.63% | Add +3.1% | 78,681 | $3.3M |
| waypoint wealth counsel | 2.55% | Add +0.6% | 78,760 | $3.3M |
| Atria Investments, Inc | 0.05% | Reduce -30.1% | 78,723 | $3.3M |
| Blue Investment Partners LLC | 1.71% | Add +0.8% | 78,022 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +21.1% | 77,477 | $3.3M |
| Compound Planning, Inc. | 0.30% | Add +1254.1% | 77,064 | $3.2M |
| Robinson Value Management, Ltd. | 2.15% | Reduce -0.8% | 76,293 | $3.2M |
| TriaGen Wealth Management LLC | 1.33% | Add +43.2% | 76,205 | $3.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | Reduce -4.5% | 76,195 | $3.2M |
| Camden National Bank | 0.56% | Add +938.0% | 76,116 | $3.2M |
| Relative Value Partners Group, LLC | 0.20% | No change | 82,937 | $3.2M |
| Vontobel Holding Ltd. | 0.03% | Reduce -0.5% | 75,901 | $3.2M |
| Whittier Trust Co. | 0.05% | Add +0.9% | 75,735 | $3.2M |
| NavPoint Financial, Inc. | 2.76% | Reduce -3.8% | 75,667 | $3.2M |
| E Fund Management Co., Ltd. | 0.20% | Reduce -14.9% | 75,324 | $3.2M |
| Sepio Capital, LP | 0.27% | Reduce -7.7% | 75,142 | $3.2M |
| HB Wealth Management, LLC | 0.04% | Add +1.9% | 73,319 | $3.1M |
| Mengis Capital Management, Inc. | 0.48% | Reduce -2.0% | 73,123 | $3.1M |
| LifePlan Investment Advisors, Inc. | 2.43% | Reduce -2.0% | 72,552 | $3.0M |
| Motco | 0.18% | Add +0.5% | 72,457 | $3.0M |
| Evermay Wealth Management LLC | 0.45% | New | 71,042 | $3.0M |
| Advisory Alpha, LLC | 0.12% | Reduce -2.5% | 70,746 | $3.0M |
| Cobblestone Capital Advisors LLC | 0.19% | Reduce -1.0% | 70,644 | $3.0M |
| Kitching Partners, LLC | 5.58% | Add +0.2% | 69,953 | $2.9M |
| Financial Alternatives, Inc | 2.26% | Reduce -0.1% | 69,609 | $2.9M |
| Parallel Advisors, LLC | 0.08% | Reduce -2.1% | 68,969 | $2.9M |
| Bradley Foster & Sargent Inc. | 0.05% | Add +5.8% | 67,340 | $2.8M |
| Prudential PLC | 0.02% | Add +118.0% | 67,211 | $2.8M |
| Crescent Grove Advisors, LLC | 0.29% | Reduce -16.7% | 67,194 | $2.8M |
| Rathbones Group PLC | 0.02% | Reduce -7.8% | 66,830 | $2.8M |
| Patriot Investment Management Group, Inc. | 0.22% | Reduce -2.5% | 66,729 | $2.8M |
| Pacific Capital Wealth Advisors, Inc. | 0.65% | Reduce -2.0% | 66,079 | $2.8M |
| Financial Management Network Inc. | 0.70% | Add +0.3% | 64,160 | $2.8M |
| Financial Sense Advisors, Inc. | 0.98% | Add +0.3% | 65,609 | $2.8M |
| Cambridge Trust Co. | 0.10% | Reduce -26.3% | 65,014 | $2.7M |
| China Universal Asset Management Co., Ltd. | 0.35% | No change | 65,000 | $2.7M |
| Citadel Advisors | 0.00% | New | 64,630 | $2.7M |
| FinTrust Capital Advisors, LLC | 0.52% | Add +16.8% | 63,933 | $2.7M |
| Modera Wealth Management, LLC | 0.04% | Reduce -3.6% | 63,717 | $2.7M |
| Wealthstar Advisors, LLC | 0.91% | Add +6.1% | 62,328 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | No change | 62,314 | $2.6M |
| Towerpoint Wealth, LLC | 1.30% | Add +5.3% | 61,782 | $2.6M |
| Intrepid Capital Management Inc. | 1.67% | Reduce -4.4% | 61,193 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -4.8% | 61,163 | $2.6M |
| Gould Asset Management LLC | 0.62% | Reduce -1.2% | 61,029 | $2.6M |
| Avior Wealth Management, LLC | 0.12% | Add +13.1% | 61,009 | $2.6M |
| Signify Wealth | 4.20% | Add +14.8% | 60,241 | $2.5M |
| Firestone Capital Management | 0.70% | New | 60,219 | $2.5M |
| Financial & Tax Architects, LLC | 0.68% | Add +2.3% | 58,972 | $2.5M |
| Raymond James Trust N.A. | 0.06% | Reduce -4.4% | 58,627 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +2.5% | 57,387 | $2.4M |
| Carlson Capital Management | 0.11% | Reduce -0.2% | 57,234 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -12.4% | 56,747 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.6% | 56,610 | $2.4M |
| Avestar Capital, LLC | 0.27% | No change | 56,445 | $2.4M |
| One Capital Management, LLC | 0.09% | Add +3.5% | 55,954 | $2.4M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -13.6% | 54,999 | $2.3M |
| Aspect Partners, LLC | 1.81% | Add +2.4% | 54,526 | $2.3M |
| Thompson Siegel & Walmsley LLC | 0.04% | No change | 54,482 | $2.3M |
| Instrumental Wealth, LLC | 0.99% | Reduce -9.8% | 51,266 | $2.3M |
| Laidlaw Wealth Management LLC | 1.26% | Reduce -9.4% | 53,681 | $2.3M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +12.4% | 53,673 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -0.8% | 53,586 | $2.3M |
| NewSquare Capital LLC | 0.20% | Add +2.8% | 53,532 | $2.2M |
| Allie Family Office LLC | 1.32% | Reduce -34.7% | 53,262 | $2.2M |
| LM Advisors LLC | 0.39% | No change | 52,798 | $2.2M |
| Boston Research & Management Inc. | 0.55% | Reduce -0.3% | 52,623 | $2.2M |
| CI Investments Inc. | 0.01% | Reduce -19.8% | 52,617 | $2.2M |
| MainStreet Investment Advisors LLC | 0.26% | No change | 52,484 | $2.2M |
| Nadler Financial Group, Inc. | 0.27% | Reduce -3.9% | 51,312 | $2.2M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.4% | 51,055 | $2.1M |
| Two Sigma Securities, LLC | 0.10% | Reduce -43.8% | 50,926 | $2.1M |
| Compass Financial Group, Inc. | 1.14% | Reduce -2.2% | 50,865 | $2.1M |
| Simplicity Wealth,LLC | 0.05% | New | 50,459 | $2.1M |
| Apeiron RIA LLC | 0.60% | Add +5.5% | 48,998 | $2.1M |
| Virtus Family Office LLC | 3.24% | Reduce -0.3% | 48,333 | $2.0M |
| Trademark Financial Management, LLC | 1.68% | Add +27.6% | 48,111 | $2.0M |
| Vicus Capital | 0.18% | Reduce -5.8% | 47,710 | $2.0M |
| Plan Group Financial, LLC | 1.31% | Add +47.5% | 47,609 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Add +22.0% | 47,125 | $2.0M |
| Northside Capital Management, LLC | 0.35% | Reduce -46.6% | 47,097 | $2.0M |
| Lincoln National Corp. | 0.03% | Reduce -15.9% | 46,986 | $2.0M |
| Wormser Freres Gestion | 1.35% | Add +28.6% | 45,250 | $2.0M |
| Vanguard Capital Wealth Advisors | 1.39% | Add +6.6% | 46,861 | $2.0M |
| Farrell Financial LLC | 1.61% | Add +2.8% | 46,711 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -28.7% | 46,693 | $2.0M |
| Flputnam Investment Management Co. | 0.04% | Add +1.9% | 46,584 | $2.0M |
| Econ Financial Services Corp | 1.20% | New | 45,823 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 41,652 | $1.9M |
| D. Scott Neal, Inc. | 1.22% | Add +8.5% | 44,249 | $1.9M |
| CW Advisors, LLC | 0.03% | Add +35.7% | 43,815 | $1.8M |
| Harbour Investments, Inc. | 0.07% | Add +3.1% | 43,802 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.39% | Reduce -0.1% | 43,483 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +18.8% | 43,355 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Add +3.2% | 43,341 | $1.8M |
| Simplify Asset Management Inc. | 0.17% | Reduce -11.3% | 43,200 | $1.8M |
| MMBG Investment Advisors Co. | 0.19% | No change | 42,900 | $1.8M |
| Knollwood Investment Advisory, LLC | 0.33% | No change | 42,851 | $1.8M |
| Transcendent Capital Group LLC | 1.04% | New | 42,754 | $1.8M |
| SignalPoint Asset Management, LLC | 0.49% | Reduce -0.7% | 42,586 | $1.8M |
| Sunesis Advisors, LLC | 1.05% | Reduce -18.5% | 42,548 | $1.8M |
| WBH Advisory Inc. | 0.18% | Reduce -10.3% | 41,894 | $1.8M |
| Confluence Wealth Services, Inc. | 0.15% | Add +2.6% | 41,763 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +59.7% | 40,732 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +104.9% | 41,189 | $1.7M |
| Verity Asset Management, Inc. | 0.96% | New | 41,116 | $1.7M |
| Battery Global Advisors, LLC | 1.39% | Reduce -35.4% | 40,785 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -17.9% | 40,420 | $1.7M |
| Synovus Financial Corp. | 0.02% | Reduce -65.1% | 40,105 | $1.7M |
| Whitener Capital Management, Inc. | 0.55% | Add +2.3% | 39,895 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.23% | Reduce -0.1% | 39,292 | $1.7M |
| Trust Point Inc. | 0.13% | Reduce -1.0% | 38,459 | $1.6M |
| Valued Retirements, Inc. | 2.58% | Reduce -0.5% | 38,447 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -19.1% | 38,277 | $1.6M |
| ICONIQ Capital, LLC | 0.03% | No change | 38,140 | $1.6M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -5.0% | 38,068 | $1.6M |
| TrinityPoint Wealth, LLC | 0.26% | Reduce -0.0% | 38,008 | $1.6M |
| InterOcean Capital Group, LLC | 0.04% | Reduce -1.3% | 37,596 | $1.6M |
| M Holdings Securities, Inc. | 0.27% | Reduce -0.0% | 37,598 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -1.0% | 37,355 | $1.6M |
| Eagle Strategies LLC | 0.35% | Reduce -38.9% | 37,328 | $1.6M |
| Arlington Trust Co LLC | 0.40% | No change | 37,023 | $1.6M |
| Bank Ozk | 0.69% | Add +0.1% | 36,875 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -12.1% | 35,973 | $1.5M |
| Inlet Private Wealth, LLC | 0.42% | Add +73.2% | 35,498 | $1.5M |
| Perkins Coie Trust Co | 0.35% | Add +9.0% | 35,398 | $1.5M |
| Guidance Capital, Inc. | 0.54% | Reduce -29.3% | 32,781 | $1.5M |
| Evergreen Capital Management LLC | 0.06% | Add +0.7% | 35,087 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.4% | 34,794 | $1.5M |
| Callan Family Office, LLC | 0.34% | Add +0.1% | 34,716 | $1.5M |
| Satovsky Asset Management LLC | 0.42% | Reduce -0.2% | 34,318 | $1.4M |
| Marks Group Wealth Management, Inc | 0.15% | Reduce -6.8% | 34,055 | $1.4M |
| Fidelis Capital Partners, LLC | 0.22% | New | 33,860 | $1.4M |
| Roundview Capital LLC | 0.12% | Reduce -0.5% | 33,776 | $1.4M |
| Highline Wealth Partners LLC | 0.57% | Reduce -2.9% | 33,557 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -73.1% | 33,137 | $1.4M |
| Holistic Financial Partners | 0.70% | No change | 32,987 | $1.4M |
| WCG Wealth Advisors LLC | 0.12% | Add +21.7% | 32,943 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -42.8% | 33,158 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -8.3% | 32,536 | $1.4M |
| FWL Investment Management, LLC | 0.75% | Reduce -9.9% | 32,450 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | No change | 32,400 | $1.4M |
| Ballew Advisors, Inc | 0.93% | No change | 30,729 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.24% | No change | 32,177 | $1.4M |
| Simmons Bank | 0.10% | Reduce -0.6% | 32,168 | $1.4M |
| Global Retirement Partners, LLC | 0.05% | Reduce -0.3% | 32,149 | $1.4M |
| Cwm, LLC | 0.01% | Add +53.2% | 32,076 | $1.3M |
| Connective Portfolio Management, LLC | 2.37% | Reduce -52.2% | 32,029 | $1.3M |
| Montis Financial, LLC | 0.64% | Add +31.0% | 31,879 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +0.9% | 31,759 | $1.3M |
| ETF Store, Inc. | 0.76% | Reduce -7.9% | 31,618 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | Add +5.5% | 31,582 | $1.3M |
| Austin Private Wealth, LLC | 0.15% | Reduce -13.2% | 30,132 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.71% | Reduce -58.4% | 31,025 | $1.3M |
| Mosley Wealth Management | 1.22% | Add +3.4% | 30,932 | $1.3M |
| Westover Capital Advisors, LLC | 0.38% | Add +42.6% | 30,834 | $1.3M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -4.7% | 30,821 | $1.3M |
| United Community Bank | 0.49% | Reduce -3.8% | 30,192 | $1.3M |
| Ifrah Financial Services, Inc. | 0.36% | Add +0.9% | 30,150 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 30,119 | $1.3M |
| Pinkerton Wealth, LLC | 0.20% | Reduce -8.7% | 29,894 | $1.3M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | Reduce -43.8% | 33,494 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -1.2% | 29,709 | $1.2M |
| Interchange Capital Partners, LLC | 0.83% | Reduce -4.9% | 29,408 | $1.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +28.1% | 28,969 | $1.2M |
| Clearstead Trust, LLC | 0.32% | Add +0.7% | 28,846 | $1.2M |
| AlphaStar Capital Management, LLC | 0.12% | Add +1.9% | 28,832 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -24.4% | 28,712 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.56% | Reduce -13.4% | 28,707 | $1.2M |
| Bristlecone Advisors, LLC | 0.10% | Reduce -13.8% | 28,373 | $1.2M |
| Courage Capital Management LLC | 3.96% | No change | 28,000 | $1.2M |
| Townsquare Capital LLC | 0.02% | Reduce -6.5% | 27,878 | $1.2M |
| EWG Elevate Inc. | 0.44% | Add +1.9% | 27,471 | $1.2M |
| Nkcfo LLC | 0.69% | No change | 27,450 | $1.2M |
| PBMares Wealth Management LLC | 0.30% | Add +3.4% | 27,373 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.9% | 27,311 | $1.1M |
| Hartline Investment Corp./ | 0.20% | New | 27,261 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +20.7% | 27,261 | $1.1M |
| FFG Partners, LLC | 0.50% | Reduce -2.8% | 27,256 | $1.1M |
| S.A. Mason LLC | 0.69% | Add +0.7% | 27,174 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 27,162 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.6% | 27,133 | $1.1M |
| Country Club Bank | 0.08% | Reduce -6.8% | 26,920 | $1.1M |
| Americana Partners, LLC | 0.09% | Reduce -8.3% | 26,824 | $1.1M |
| Myecfo, LLC | 0.66% | Add +0.5% | 26,785 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +5.4% | 26,754 | $1.1M |
| Gibson Capital, LLC | 0.24% | Reduce -2.2% | 26,454 | $1.1M |
| United Asset Strategies, Inc. | 0.11% | Reduce -0.6% | 26,329 | $1.1M |
| Vima LLC | 1.27% | Add +10.0% | 29,503 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.17% | Reduce -8.3% | 26,022 | $1.1M |
| Garde Capital, Inc. | 0.08% | No change | 26,029 | $1.1M |
| Hamilton Capital, LLC | 0.08% | Reduce -5.1% | 25,958 | $1.1M |
| Oak Family Advisors, LLC | 0.41% | Add +7.2% | 25,521 | $1.1M |
| New England Private Wealth Advisors LLC | 0.19% | New | 25,291 | $1.1M |
| Macroview Investment Management LLC | 1.18% | No change | 25,287 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -10.9% | 25,217 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.79% | Reduce -0.1% | 25,196 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +13.8% | 25,116 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 25,059 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +0.0% | 25,035 | $1.1M |
| Main Street Financial Solutions, LLC | 0.11% | Add +123.4% | 24,724 | $1.0M |
| Red Door Wealth Management, LLC | 0.20% | Reduce -3.2% | 24,698 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.2% | 24,681 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +8.0% | 24,619 | $1.0M |
| Norris Perne & French LLP | 0.07% | Reduce -1.1% | 24,585 | $1.0M |
| Regatta Capital Group, LLC | 0.23% | Reduce -0.2% | 24,571 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +126.6% | 24,198 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.38% | Reduce -5.7% | 24,156 | $1.0M |
| WealthBridge Capital Management, LLC | 0.34% | Add +1.9% | 23,998 | $1.0M |
| Midwest Financial Group LLC | 0.67% | Reduce -0.9% | 23,595 | $991K |
| Regal Investment Advisors LLC | 0.07% | Add +3.1% | 23,524 | $988K |
| J. W. Coons Advisors, LLC | 0.17% | Reduce -3.3% | 23,496 | $987K |
| Lake Street Advisors Group, LLC | 0.04% | No change | 22,867 | $961K |
| Colony Family Offices, LLC | 0.31% | No change | 22,860 | $960K |
| Bridgewealth Advisory Group, LLC | 0.47% | Reduce -30.5% | 22,744 | $955K |
| Family Manage LLC | 0.17% | No change | 22,533 | $947K |
| Interactive Financial Advisors, Inc. | 0.52% | New | 22,463 | $944K |
| TD Private Client Wealth LLC | 0.03% | Add +4.2% | 22,073 | $927K |
| Burns J W & Co. Inc. | 0.13% | Reduce -23.0% | 21,950 | $922K |
| Worth Financial Advisory Group, LLC | 0.64% | Add +1.0% | 21,895 | $920K |
| Terra Nova Asset Management LLC | 0.73% | No change | 21,766 | $914K |
| Compton Wealth Advisory Group, LLC | 0.25% | New | 21,630 | $909K |
| Mraz, Amerine & Associates, Inc. | 0.17% | Add +6.4% | 21,617 | $908K |
| Belpointe Asset Management LLC | 0.07% | Reduce -54.4% | 21,541 | $905K |
| Blossom Wealth Management | 2.18% | Add +1.0% | 21,515 | $904K |
| Cadent Capital Advisors, LLC | 0.36% | Reduce -33.0% | 21,508 | $904K |
| PFG Advisors | 0.07% | Add +2.5% | 21,496 | $903K |
| Alpha Financial Partners LLC | 0.82% | Reduce -2.2% | 21,443 | $901K |
| Doliver Advisors, LP | 0.25% | Reduce -3.6% | 21,395 | $899K |
| Lake Street Private Wealth, LLC | 0.12% | No change | 21,389 | $899K |
| Port Capital LLC | 0.04% | No change | 21,350 | $897K |
| Spire Wealth Management | 0.02% | Add +1.2% | 21,289 | $894K |
| Westside Investment Management, Inc. | 0.21% | No change | 21,268 | $894K |
| Private Trust Co. NA | 0.10% | Reduce -7.3% | 21,270 | $894K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -4.5% | 21,162 | $889K |
| BOK Financial Private Wealth, Inc. | 0.07% | Reduce -15.8% | 21,095 | $886K |
| Azimuth Capital Investment Management LLC | 0.04% | Add +40.2% | 20,744 | $871K |
| Kovack Advisors, Inc. | 0.10% | Reduce -7.6% | 20,515 | $862K |
| W1M Asset Management Ltd | 0.07% | Reduce -39.0% | 20,347 | $855K |
| Auxano Advisors, LLC | 0.25% | Add +34.6% | 20,283 | $852K |
| Hilltop Holdings Inc. | 0.09% | Reduce -1.0% | 20,115 | $845K |
| Signaturefd, LLC | 0.02% | Reduce -30.0% | 20,099 | $844K |
| Avory & Company, LLC | 0.57% | No change | 20,000 | $840K |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 19,995 | $840K |
| NewEdge Wealth, LLC | 0.02% | Add +139.3% | 19,211 | $837K |
| Bradley & Co. Private Wealth Management, LLC | 0.68% | Reduce -0.3% | 19,878 | $835K |
| Bright Financial Advisors, Inc. | 0.62% | — | 18,978 | $833K |
| Lazard Asset Management LLC | 0.00% | No change | 19,850 | $833K |
| Wealth Quarterback LLC | 0.46% | Add +3.9% | 19,568 | $822K |
| Merit Financial Group, LLC | 0.02% | Add +3.4% | 18,835 | $820K |
| Private Portfolio Partners LLC | 0.17% | Reduce -2.0% | 19,497 | $819K |
| RFG Advisory, LLC | 0.03% | Reduce -70.8% | 19,380 | $814K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +14.3% | 19,352 | $813K |
| Dohj, LLC | 0.21% | Reduce -3.3% | 19,237 | $808K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -2.7% | 19,013 | $799K |
| IFG Advisory, LLC | 0.06% | Add +4.6% | 19,012 | $799K |
| Sheets Smith Wealth Management | 0.09% | Add +2.5% | 18,944 | $796K |
| Cascade Financial Partners, LLC | 0.11% | — | 17,942 | $795K |
| Narus Financial Partners, LLC | 0.34% | Reduce -1.8% | 18,915 | $795K |
| TAP Consulting, LLC | 0.17% | New | 18,822 | $791K |
| Wealth Management Associates, Inc. | 0.37% | Add +2.8% | 17,928 | $788K |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -76.3% | 18,696 | $785K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.4% | 18,635 | $783K |
| Strategic Financial Concepts, LLC | 0.19% | Add +2.1% | 18,634 | $783K |
| Fort Point Capital Partners LLC | 0.11% | Add +4.2% | 18,487 | $777K |
| Cardiff Park Advisors, LLC | 0.07% | No change | 18,390 | $773K |
| Phillips Financial Management, LLC | 0.06% | No change | 18,269 | $767K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -9.7% | 18,194 | $764K |
| Natixis Advisors, LLC | 0.00% | Reduce -19.9% | 18,083 | $760K |
| Kornitzer Capital Management Inc. | 0.01% | Add +7.2% | 18,086 | $760K |
| Wealthspire Retirement, LLC | 0.06% | New | 17,880 | $751K |
| Bank of Nova Scotia | 0.00% | Reduce -7.1% | 17,671 | $742K |
| Clearstead Advisors, LLC | 0.04% | Reduce -2.2% | 16,788 | $742K |
| Worth Asset Management, LLC | 0.45% | New | 17,497 | $735K |
| First National Trust Co | 0.03% | Reduce -0.4% | 17,447 | $733K |
| Mayflower Financial Advisors, LLC | 0.12% | No change | 17,389 | $731K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -9.6% | 17,299 | $727K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -5.0% | 17,295 | $727K |
| S&co Inc. | 0.05% | No change | 17,174 | $721K |
| Crosspoint Financial, LLC | 6.13% | No change | 17,056 | $717K |
| Riggs Asset Managment Co. Inc. | 0.21% | Reduce -1.9% | 17,004 | $714K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 16,821 | $707K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -0.2% | 16,789 | $705K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -13.4% | 16,782 | $705K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -4.8% | 16,575 | $704K |
| Wescott Financial Advisory Group, LLC | 0.09% | Reduce -3.4% | 16,683 | $701K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -8.0% | 16,637 | $697K |
| Titleist Asset Management, LLC | 0.12% | Add +83.2% | 16,535 | $695K |
| Hanson & Doremus Investment Management | 0.12% | Reduce -11.7% | 16,491 | $693K |
| Savvy Advisors, Inc. | 0.39% | Add +124.5% | 16,305 | $685K |
| Principle Wealth Partners LLC | 0.05% | No change | 16,000 | $672K |
| Aberdeen Wealth Management LLC | 0.39% | Add +6.7% | 15,912 | $668K |
| Blue Fin Capital, Inc. | 0.15% | No change | 15,508 | $651K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +17.4% | 15,489 | $651K |
| Divergent Wealth Advisors | 0.13% | Reduce -1.2% | 15,447 | $649K |
| Emfo, LLC | 0.59% | No change | 15,304 | $643K |
| Jacobi Capital Management LLC | 0.06% | Reduce -1.7% | 15,284 | $642K |
| Marmo Financial Group, LLC | 0.39% | No change | 15,241 | $640K |
| Horan Capital Advisors, LLC. | 0.23% | No change | 15,085 | $634K |
| Andina Capital Management, LLC | 0.49% | Reduce -16.3% | 15,070 | $633K |
| Tarbox Family Office, Inc. | 0.11% | No change | 15,000 | $630K |
| Meridian Wealth Management, LLC | 0.10% | Reduce -8.4% | 14,816 | $622K |
| Dark Forest Capital Management LP | 0.11% | Reduce -66.3% | 14,796 | $622K |
| Carnegie Investment Counsel | 0.02% | Reduce -3.5% | 14,770 | $620K |
| Ellis Investment Partners, LLC | 0.13% | Add +2.5% | 14,734 | $619K |
| Intrua Financial, LLC | 0.10% | Reduce -7.9% | 14,647 | $615K |
| Mirador Capital Partners LP | 0.12% | Reduce -1.6% | 14,625 | $614K |
| Lanark Financial, Inc. | 0.06% | Reduce -16.6% | 14,340 | $612K |
| Avaii Wealth Management, LLC | 0.36% | Reduce -15.3% | 14,437 | $606K |
| Trek Financial, LLC | 0.05% | Add +126.0% | 14,331 | $602K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 14,125 | $593K |
| Old National Bancorp | 0.01% | Add +105.8% | 14,100 | $592K |
| Access Investment Management LLC | 0.19% | No change | 14,052 | $590K |
| Nwam LLC | 0.05% | Reduce -4.6% | 13,551 | $589K |
| American National Bank & Trust | 0.08% | Add +57.5% | 13,976 | $587K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Reduce -3.6% | 13,965 | $587K |
| Encompass Wealth Advisors, LLC | 0.16% | No change | 13,825 | $581K |
| Moneco Advisors, LLC | 0.09% | No change | 13,722 | $576K |
| Western Wealth Management, LLC | 0.04% | Reduce -43.5% | 13,522 | $568K |
| Clarity Financial LLC | 0.09% | Add +1.1% | 13,412 | $563K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +4.8% | 13,349 | $561K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +4.0% | 13,332 | $560K |
| SlateStone Wealth, LLC | 0.06% | Reduce -2.3% | 13,324 | $560K |
| Confluence Investment Management LLC | 0.01% | Reduce -2.7% | 13,300 | $559K |
| Clear Creek Financial Management, LLC | 0.07% | Add +4.6% | 13,225 | $556K |
| Authentikos Wealth Advisory, LLC | 0.55% | Reduce -7.2% | 13,116 | $551K |
| KKM Financial LLC | 0.27% | No change | 13,090 | $550K |
| Grey Ledge Advisors, LLC | 0.15% | Reduce -0.1% | 13,076 | $549K |
| Riverpoint Wealth Management Holdings, LLC | 0.15% | No change | 13,073 | $549K |
| Independent Advisor Alliance | 0.02% | Reduce -12.1% | 13,058 | $549K |
| Kanawha Capital Management LLC | 0.04% | Reduce -33.6% | 12,928 | $543K |
| Ingalls & Snyder LLC | 0.02% | Add +43.9% | 12,931 | $543K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Reduce -6.8% | 12,913 | $542K |
| Appleton Partners Inc. | 0.04% | Add +8.4% | 12,866 | $541K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.6% | 12,873 | $541K |
| Grove Bank & Trust | 0.09% | No change | 12,868 | $541K |
| Mission Creek Capital Partners, Inc. | 0.14% | Reduce -24.6% | 12,841 | $539K |
| Steward Partners Investment Solutions, LLC | 0.09% | Add +1.6% | 12,839 | $539K |
| Cordgrass Capital Advisors, LLC | 0.17% | No change | 12,793 | $537K |
| Bison Wealth, LLC | 0.09% | Reduce -11.1% | 12,710 | $534K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 12,681 | $533K |
| First Hawaiian Bank | 0.02% | Reduce -56.2% | 12,568 | $528K |
| Northcape Wealth Management, LLC | 0.19% | Reduce -19.3% | 12,535 | $527K |
| TCW Group Inc. | 0.01% | New | 12,525 | $526K |
| Community Bank, N.A. | 0.07% | Add +0.1% | 12,507 | $525K |
| Sterling Investment Advisors LLC | 0.31% | Reduce -1.7% | 12,498 | $525K |
| Mather Group, Llc. | 0.01% | Reduce -0.3% | 13,439 | $525K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -47.8% | 12,480 | $524K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -10.4% | 12,436 | $522K |
| Hirtle & Co., LLC | 0.03% | Reduce -45.2% | 12,402 | $521K |
| Wealthgate Family Office, LLC | 1.34% | No change | 12,312 | $517K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +33.8% | 20,293 | $514K |
| Moors & Cabot, Inc. | 0.03% | Add +3.1% | 12,175 | $511K |
| Phoenix Wealth Advisors | 0.31% | Add +1.5% | 12,145 | $510K |
| Arrowroot Family Office, LLC | 0.33% | Add +2.5% | 12,109 | $509K |
| PDS Planning, Inc | 0.05% | Reduce -0.7% | 12,073 | $507K |
| Callan Capital, LLC | 0.04% | No change | 12,026 | $505K |
| Keebeck Wealth Management | 0.07% | No change | 12,025 | $505K |
| Savant Capital, LLC | 0.01% | Reduce -43.1% | 12,023 | $505K |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.4% | 12,014 | $505K |
| ICA Group Wealth Management, LLC | 0.10% | Reduce -16.2% | 12,013 | $505K |
| MBL Wealth, LLC | 0.06% | Add +0.8% | 12,000 | $504K |
| Sentinel Pension Advisors, LLC | 0.11% | Reduce -21.6% | 11,941 | $502K |
| Essex Financial Services, Inc. | 0.05% | Add +0.1% | 11,895 | $500K |
| Trustmark Bank Trust Department | 0.04% | No change | 11,800 | $496K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.7% | 11,799 | $496K |
| Woodward Diversified Capital, LLC | 0.31% | Reduce -47.6% | 11,695 | $491K |
| Independent Wealth Network Inc. | 0.23% | Reduce -5.2% | 11,657 | $490K |
| Silvia McColl Wealth Management, LLC | 0.42% | No change | 11,071 | $488K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -29.9% | 11,575 | $486K |
| Sharp Wealth Advisory, LLC | 0.45% | Add +39.1% | 11,431 | $480K |
| Colonial Trust Co / SC | 0.09% | Reduce -9.5% | 11,376 | $478K |
| Mosaic Family Wealth Partners, LLC | 0.08% | No change | 11,257 | $473K |
| Werba Rubin Papier Wealth Management | 0.14% | No change | 11,250 | $473K |
| Winch Advisory Services, LLC | 0.14% | Reduce -76.2% | 11,186 | $470K |
| First Financial Bankshares Inc | 0.01% | Reduce -50.1% | 11,037 | $464K |
| Hancock Whitney Corp. | 0.02% | No change | 11,018 | $463K |
| West Paces Advisors Inc. | 0.12% | No change | 11,015 | $463K |
| EPG Wealth Management LLC | 0.11% | No change | 11,004 | $462K |
| Davies Financial Advisors, Inc. | 0.47% | — | 10,941 | $460K |
| Arete Wealth Advisors, LLC | 0.04% | Add +6.5% | 10,927 | $459K |
| DAVENPORT & Co LLC | 0.00% | Reduce -53.4% | 10,872 | $457K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -29.0% | 10,839 | $455K |
| Bogart Wealth, LLC | 0.02% | Add +38.5% | 10,787 | $453K |
| Mission Wealth Management, LP | 0.01% | New | 10,786 | $453K |
| Asset Dedication, LLC | 0.03% | Reduce -4.9% | 10,749 | $452K |
| Black Diamond Financial, LLC | 0.12% | No change | 11,464 | $447K |
| Capital Planning Advisors, LLC | 0.08% | Reduce -2.5% | 10,640 | $447K |
| Viewpoint Capital Management LLC | 0.28% | No change | 10,639 | $447K |
| Petra Financial Advisors Inc. | 0.33% | Add +0.0% | 10,606 | $446K |
| CoreCap Advisors, LLC | 0.02% | New | 10,527 | $442K |
| Betterment LLC | 0.00% | Add +16.0% | 10,490 | $441K |
| Principal Securities, Inc. | 0.01% | Add +12.0% | 10,497 | $441K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.8% | 10,318 | $433K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -9.6% | 10,294 | $432K |
| Quantum Portfolio Management LLC | 0.24% | New | 10,235 | $430K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -6.3% | 10,233 | $430K |
| Pettinga Financial Advisors LLC | 0.11% | Add +2.5% | 10,225 | $430K |
| McAdam, LLC | 0.03% | Reduce -19.1% | 10,195 | $428K |
| Inspirion Wealth Advisors, LLC | 0.07% | No change | 10,193 | $428K |
| Mid-American Wealth Advisory Group, Inc. | 0.29% | Reduce -11.7% | 10,189 | $428K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 10,166 | $427K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.3% | 9,622 | $422K |
| Texas Yale Capital Corp. | 0.02% | No change | 10,011 | $421K |
| Hengehold Capital Management LLC | 0.04% | No change | 10,000 | $420K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -30.2% | 9,983 | $419K |
| Sachetta, LLC | 0.20% | No change | 10,715 | $418K |
| Integrated Investment Consultants, LLC | 0.11% | No change | 9,914 | $416K |
| Central Bank & Trust Co. | 0.06% | No change | 9,882 | $415K |
| Shepherd Financial Partners LLC | 0.05% | No change | 9,873 | $415K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -0.1% | 9,828 | $413K |
| Birchcreek Wealth Management, LLC | 0.22% | Reduce -6.7% | 9,803 | $412K |
| Level Four Advisory Services, LLC | 0.02% | No change | 10,529 | $411K |
| Staley Capital Advisers Inc. | 0.02% | No change | 9,728 | $409K |
| Wealthcare Capital Management LLC | 0.05% | Add +0.4% | 9,725 | $409K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +7.4% | 9,722 | $408K |
| Waterloo Capital, L.P. | 0.05% | New | 9,677 | $407K |
| Quantinno Capital Management LP | 0.01% | Reduce -78.9% | 9,622 | $404K |
| Choate Investment Advisors | 0.01% | No change | 9,517 | $400K |
| Ashford Capital Management Inc. | 0.05% | No change | 9,493 | $399K |
| Catawba River Capital | 0.23% | Reduce -1.4% | 9,475 | $398K |
| Naviter Wealth, LLC | 0.07% | Reduce -70.8% | 9,461 | $397K |
| Waverly Advisors, LLC | 0.01% | Add +15.1% | 9,421 | $396K |
| Capital Advisors Inc. | 0.01% | New | 9,337 | $392K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.6% | 9,324 | $392K |
| Berkeley Capital Partners, LLC | 0.12% | Reduce -1.0% | 9,306 | $391K |
| Boston Family Office LLC | 0.03% | No change | 9,275 | $390K |
| Smith & Howard Wealth Management, LLC | 0.12% | Reduce -4.9% | 9,269 | $389K |
| Meritage Portfolio Management | 0.02% | No change | 9,210 | $387K |
| DMC Group, LLC | 0.33% | Reduce -5.5% | 9,102 | $382K |
| Quadrant Private Wealth Management, LLC | 0.10% | No change | 9,097 | $382K |
| Endowment Wealth Management, Inc. | 0.29% | Reduce -0.4% | 9,081 | $381K |
| Patten & Patten Inc. | 0.03% | Reduce -0.7% | 9,013 | $379K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 9,000 | $378K |
| Councilor Wealth, LLC | 0.19% | Reduce -5.0% | 8,950 | $376K |
| Waypoint Capital Advisors, LLC | 0.10% | No change | 8,903 | $374K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 8,891 | $374K |
| Southland Equity Partners LLC | 0.10% | Add +21.8% | 8,870 | $373K |
| Williams & Novak, LLC | 0.42% | No change | 9,496 | $371K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 8,790 | $369K |
| Benedetti & Gucer, Inc. | 0.18% | Reduce -24.5% | 8,725 | $367K |
| Banque Cantonale Vaudoise | 0.01% | Add +24.5% | 8,720 | $366K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 8,700 | $365K |
| DGS Capital Management, LLC | 0.10% | Add +1.2% | 8,550 | $359K |
| Sharper & Granite LLC | 0.17% | Add +6.1% | 8,170 | $359K |
| Essex Bank | 0.10% | No change | 9,175 | $358K |
| Benchmark Investment Advisors LLC | 0.28% | Reduce -2.9% | 8,520 | $358K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 8,513 | $358K |
| First Nebraska Trust Co | 0.04% | No change | 8,500 | $357K |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.9% | 8,470 | $356K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 8,466 | $356K |
| FFT Wealth Management LLC | 0.03% | No change | 8,346 | $351K |
| Orcam Financial Group | 0.38% | Add +18.1% | 8,339 | $350K |
| Stegent Equity Advisors, Inc. | 0.35% | Reduce -0.7% | 8,298 | $349K |
| Integral Investment Advisors, Inc. | 0.14% | New | 8,355 | $347K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -16.1% | 8,218 | $345K |
| Great Diamond Partners, LLC | 0.08% | Reduce -3.9% | 8,179 | $344K |
| Larson Financial Group LLC | 0.03% | Add +7.9% | 8,123 | $341K |
| First PREMIER Bank | 0.09% | No change | 8,113 | $341K |
| Arkansas Financial Group, Inc. | 0.06% | Reduce -0.3% | 8,030 | $337K |
| Tidal Investments LLC | 0.01% | Reduce -66.1% | 7,976 | $335K |
| StoneX Group Inc. | 0.03% | Reduce -17.8% | 7,940 | $334K |
| Gen-Wealth Partners Inc | 0.16% | — | 7,850 | $330K |
| Farmers Trust Co. | 0.07% | No change | 7,846 | $330K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.9% | 7,845 | $330K |
| HBK Sorce Advisory LLC | 0.01% | Add +25.2% | 7,830 | $329K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +10.9% | 7,804 | $328K |
| Future Financial Wealth Managment LLC | 0.25% | New | 7,800 | $328K |
| Advus Financial Partners, LLC | 0.10% | No change | 7,798 | $328K |
| Journey Advisory Group, LLC | 0.04% | No change | 7,760 | $326K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +11.9% | 7,752 | $326K |
| Granite Harbor Advisors, Inc. | 0.22% | No change | 7,699 | $323K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -10.1% | 7,684 | $323K |
| Tacita Capital Inc | 0.22% | Add +5.7% | 7,662 | $322K |
| First American Bank | 0.02% | No change | 7,634 | $321K |
| First Trust Advisors LP | 0.00% | New | 7,556 | $317K |
| First City Capital Management, Inc. | 0.18% | Reduce -4.1% | 7,543 | $317K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -0.8% | 7,516 | $316K |
| Dopkins Wealth Management, LLC | 0.19% | Add +4.2% | 7,513 | $316K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,510 | $315K |
| Arrien Investments, Inc. | 0.25% | No change | 7,500 | $315K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.7% | 7,469 | $314K |
| Woodmont Investment Counsel LLC | 0.03% | Add +13.4% | 7,452 | $313K |
| Lakeridge Wealth Management LLC | 0.20% | Add +4.8% | 7,372 | $310K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -38.3% | 7,314 | $307K |
| Twin Lakes Capital Management, LLC | 0.21% | No change | 7,276 | $306K |
| Howard Financial Services, LTD. | 0.05% | Add +5.3% | 7,238 | $304K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +2.2% | 7,205 | $303K |
| Aspiriant, LLC | 0.01% | Reduce -3.3% | 7,193 | $302K |
| Fca Corp. | 0.10% | Add +5.0% | 7,118 | $299K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -7.6% | 7,118 | $299K |
| Koa Wealth Management, LLC | 0.27% | No change | 7,113 | $299K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 7,112 | $299K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.0% | 7,089 | $298K |
| Solidarity Wealth, LLC | 0.09% | No change | 7,087 | $298K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -49.3% | 7,069 | $297K |
| Centurion Wealth Management LLC | 0.12% | No change | 7,060 | $297K |
| GTS Securities LLC | 0.01% | Add +15.6% | 6,987 | $294K |
| Liberty Wealth Management LLC | 0.06% | Reduce -30.3% | 6,924 | $291K |
| AA Financial Advisors, LLC | 0.12% | Reduce -5.2% | 6,903 | $290K |
| Credit Suisse AG/ | 0.00% | Reduce -67.4% | 6,889 | $289K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 6,885 | $289K |
| Nemes Rush Group LLC | 0.04% | No change | 6,852 | $288K |
| Cambridge Advisors Inc. | 0.07% | No change | 6,830 | $287K |
| Trilogy Capital Inc. | 0.02% | Add +1.1% | 6,827 | $287K |
| Tactive Advisors, LLC | 0.15% | New | 6,796 | $286K |
| Csenge Advisory Group | 0.02% | Reduce -0.2% | 6,783 | $285K |
| Sound Stewardship, LLC | 0.17% | New | 6,764 | $284K |
| Franklin Street Advisors Inc. | 0.02% | Add +10.3% | 6,719 | $282K |
| Durante & Waters, LLC | 0.26% | Add +3.5% | 6,660 | $280K |
| Wynn Capital, LLC | 0.22% | No change | 6,646 | $279K |
| DLK Investment Management, LLC | 0.12% | No change | 6,641 | $279K |
| SouthState Bank Corp | 0.02% | Add +161.8% | 6,616 | $278K |
| BKM Wealth Management, LLC | 0.12% | Reduce -1.5% | 6,574 | $276K |
| Crumly & Associates Inc. | 0.07% | No change | 6,560 | $276K |
| Fisher Asset Management | 0.00% | Reduce -28.3% | 6,558 | $276K |
| Pullen Investment Management, LLC | 0.23% | — | 6,544 | $275K |
| Summit Financial Group, Inc. | 0.10% | New | 6,544 | $275K |
| First National Bank Sioux Falls | 0.15% | No change | 6,500 | $273K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 6,500 | $273K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Reduce -24.4% | 6,500 | $273K |
| TCP Asset Management, LLC | 0.07% | No change | 6,477 | $272K |
| Manchester Capital Management LLC | 0.03% | Reduce -1.5% | 6,425 | $270K |
| Facet Wealth, Inc. | 0.01% | New | 6,139 | $270K |
| Schrum Private Wealth Management LLC | 0.24% | No change | 6,415 | $269K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Add +0.9% | 6,367 | $267K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.4% | 6,339 | $266K |
| XML Financial, LLC | 0.03% | No change | 6,321 | $266K |
| Panoramic Investment Advisors, LLC | 0.20% | New | 6,316 | $265K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -0.3% | 6,290 | $264K |
| Virtue Capital Management, LLC | 0.05% | Reduce -1.8% | 5,748 | $263K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 6,265 | $263K |
| Van Eck Associates Corp. | 0.00% | No change | 6,254 | $263K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -51.2% | 6,229 | $262K |
| CGN Advisors LLC | 0.03% | Reduce -28.9% | 6,207 | $261K |
| Clay Northam Wealth Management, LLC | 0.21% | Reduce -3.3% | 6,148 | $258K |
| Sandy Cove Advisors, LLC | 0.12% | No change | 6,135 | $258K |
| Citizens National Bank Trust Department | 0.06% | Add +6.5% | 6,105 | $256K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Reduce -3.2% | 6,099 | $256K |
| Alterna Wealth Management, Inc. | 0.21% | Reduce -0.4% | 6,088 | $256K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.2% | 6,084 | $256K |
| Sovereign Financial Group, Inc. | 0.07% | Add +3.2% | 6,082 | $256K |
| Aries Wealth Management | 0.08% | Reduce -1.4% | 6,080 | $255K |
| JB Capital LLC | 0.02% | No change | 6,075 | $255K |
| Summit Global Investments | 0.02% | No change | 6,035 | $254K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -53.5% | 6,038 | $254K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.1% | 6,021 | $253K |
| Foundation Wealth Management, LLC | 0.21% | No change | 5,999 | $252K |
| Continuum Wealth Advisors, LLC | 0.14% | Add +3.4% | 5,965 | $251K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 5,951 | $250K |
| KCM Investment Advisors LLC | 0.01% | No change | 5,919 | $249K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -0.1% | 5,509 | $249K |
| GeoWealth Management, LLC | 0.01% | Add +10.7% | 5,910 | $248K |
| BlueChip Wealth Advisors LLC | 0.16% | Add +5.4% | 5,902 | $248K |
| Kathleen S. Wright Associates Inc. | 0.12% | New | 5,865 | $246K |
| Hollencrest Capital Management | 0.01% | No change | 5,850 | $246K |
| Transform Wealth, LLC | 0.02% | Reduce -96.5% | 5,824 | $245K |
| NWF Advisory Services Inc. | 0.04% | No change | 5,812 | $244K |
| Maripau Wealth Management LLC | 0.18% | Reduce -14.2% | 5,759 | $242K |
| Verus Capital Partners, LLC | 0.03% | No change | 5,714 | $240K |
| International Private Wealth Advisors LLC | 0.46% | Reduce -22.2% | 5,712 | $240K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.7% | 5,709 | $240K |
| Blue Chip Partners, LLC | 0.02% | No change | 5,665 | $238K |
| SVB Wealth LLC | 0.01% | Add +7.7% | 5,594 | $235K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -5.2% | 5,561 | $234K |
| Catalina Capital Group, LLC | 0.10% | New | 5,550 | $233K |
| Kingfisher Capital LLC | 0.06% | Reduce -51.9% | 5,538 | $233K |
| Diversified Trust Co. | 0.01% | No change | 5,543 | $233K |
| Realta Investment Advisors | 0.05% | Reduce -16.1% | 5,525 | $232K |
| SpiderRock Advisors, LLC | 0.01% | — | 5,675 | $232K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -0.7% | 5,515 | $232K |
| Advance Capital Management, Inc. | 0.02% | No change | 5,470 | $230K |
| Certified Advisory Corp | 0.03% | Add +4.8% | 5,462 | $229K |
| Avalon Capital Management | 0.09% | New | 5,437 | $228K |
| Mechanics Financial Corp | 0.12% | No change | 5,423 | $228K |
| Prentiss Smith & Co. Inc. | 0.16% | No change | 5,414 | $227K |
| Greenleaf Trust | 0.00% | Add +0.8% | 5,409 | $227K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.7% | 5,388 | $226K |
| Kiely Wealth Advisory Group, Inc. | 0.13% | Add +0.6% | 5,113 | $226K |
| BluePointe Capital Management, LLC | 0.15% | No change | 5,340 | $224K |
| Guardian Capital Advisors LP | 0.02% | New | 5,000 | $224K |
| Centric Wealth Management | 0.07% | New | 5,160 | $223K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 5,250 | $223K |
| Empirical Asset Management, LLC | 0.11% | New | 34,198 | $223K |
| Jump Financial, LLC | 0.01% | Reduce -87.5% | 5,287 | $222K |
| OMNI 360 Wealth, Inc. | 0.18% | New | 5,271 | $221K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.3% | 5,259 | $221K |
| Fiduciary Family Office, LLC | 0.09% | No change | 5,249 | $221K |
| Monograph Wealth Advisors, LLC | 0.03% | New | 5,232 | $220K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Reduce -0.3% | 5,229 | $219K |
| Investment Advisory Group, LLC | 0.09% | No change | 5,193 | $218K |
| Envision Financial Planning, LLC | 0.18% | No change | 5,192 | $218K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -11.1% | 5,184 | $218K |
| Founders Financial Alliance, LLC | 0.06% | New | 5,136 | $216K |
| Seaview Investment Managers LLC | 0.06% | No change | 5,133 | $216K |
| Lesa Sroufe & Co | 0.20% | New | 5,025 | $211K |
| Patten Group, Inc. | 0.05% | New | 5,017 | $211K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -20.5% | 5,012 | $211K |
| West Branch Capital LLC | 0.08% | Reduce -5.4% | 5,000 | $210K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 5,000 | $210K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -89.0% | 4,990 | $210K |
| Delta Financial Group, Inc. | 0.06% | New | 4,966 | $209K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | New | 4,969 | $209K |
| Sfm, LLC | 0.16% | New | 4,951 | $208K |
| Fifth Third Bancorp | 0.00% | Reduce -42.9% | 4,945 | $208K |
| Bourgeon Capital Management LLC | 0.04% | No change | 4,846 | $204K |
| Saxon Interests, Inc. | 0.10% | New | 4,836 | $203K |
| Tidemark, LLC | 0.11% | Reduce -6.2% | 4,785 | $201K |
| International Assets Investment Management, LLC | 0.02% | New | 4,734 | $201K |
| Westwood Holdings Group Inc. | 0.00% | New | 4,792 | $201K |
| Gould Capital, LLC | 0.14% | Add +3.1% | 4,724 | $198K |
| First Eagle Investment Management, LLC | 0.00% | Add +254.2% | 4,683 | $197K |
| Pin Oak Investment Advisors Inc. | 0.19% | No change | 4,636 | $195K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 4,627 | $194K |
| Tyler-Stone Wealth Management | 0.08% | Reduce -43.7% | 4,505 | $189K |
| Capital Analysts, LLC | 0.01% | Add +5.8% | 4,338 | $182K |
| Advantage Trust Co | 0.13% | No change | 4,102 | $172K |
| Granite FO LLC | 0.10% | No change | 3,565 | $169K |
| Fortitude Family Office, LLC | 0.11% | Reduce -27.1% | 3,995 | $168K |
| Accordant Advisory Group Inc | 0.12% | — | 3,907 | $164K |
| Jones Financial Companies LLLP | 0.00% | Add +2860.0% | 3,848 | $162K |
| Main Street Group, LTD | 0.08% | Add +0.6% | 3,722 | $158K |
| Balefire, LLC | 0.06% | Reduce -25.3% | 3,715 | $156K |
| WR Wealth Planners, LLC | 0.05% | New | 3,587 | $151K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 3,565 | $150K |
| Sound Income Strategies, LLC | 0.01% | Reduce -59.2% | 3,560 | $150K |
| Geneos Wealth Management Inc. | 0.01% | Add +13.0% | 3,446 | $145K |
| Winthrop Capital Management, LLC | 0.07% | No change | 3,400 | $143K |
| Sandy Spring Bank | 0.01% | Reduce -42.8% | 3,316 | $139K |
| Continuum Advisory, LLC | 0.02% | New | 3,110 | $138K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Add +0.9% | 3,183 | $134K |
| Beacon Capital Management, LLC | 0.03% | Add +525.7% | 3,160 | $133K |
| Acropolis Investment Management, LLC | 0.01% | Add +9.2% | 3,145 | $132K |
| Caitlin John, LLC | 0.10% | Reduce -3.3% | 3,069 | $129K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +26.2% | 3,014 | $127K |
| WealthCollab, LLC | 0.09% | No change | 3,000 | $126K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 3,000 | $126K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,968 | $125K |
| Colonial Trust Advisors | 0.01% | Add +0.8% | 2,870 | $121K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +82.3% | 2,820 | $118K |
| Kelly Financial Services LLC | 0.04% | Reduce -2.7% | 2,786 | $117K |
| Stephens Consulting, LLC | 0.04% | No change | 2,781 | $117K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,993 | $117K |
| Financial Perspectives, Inc | 0.04% | No change | 2,753 | $116K |
| First Pacific Financial | 0.03% | Reduce -10.5% | 2,729 | $115K |
| Bruce G. Allen Investments, LLC | 0.09% | No change | 2,709 | $114K |
| JFS Wealth Advisors, LLC | 0.01% | Add +20.4% | 2,581 | $108K |
| Horizons Wealth Management | 0.07% | No change | 2,698 | $105K |
| Northwest Capital Management Inc | 0.03% | No change | 2,504 | $105K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 2,500 | $105K |
| Salem Investment Counselors Inc. | 0.00% | Add +28.8% | 2,239 | $94K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +879.7% | 2,224 | $93K |
| Rothschild Investment LLC | 0.01% | No change | 2,219 | $93K |
| Trust Co. of Vermont | 0.01% | Add +24.9% | 2,209 | $93K |
| Tsfg, LLC | 0.02% | Reduce -26.6% | 2,130 | $89K |
| Clear Investment Research, LLC | 0.12% | Reduce -0.6% | 2,062 | $87K |
| DT Investment Partners, LLC | 0.01% | Reduce -0.2% | 2,047 | $86K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,000 | $84K |
| M&R Capital Management Inc. | 0.02% | Reduce -18.4% | 2,000 | $84K |
| First United Bank & Trust | 0.03% | No change | 1,902 | $80K |
| Burkett Financial Services, LLC | 0.04% | No change | 1,815 | $76K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,812 | $76K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 1,698 | $70K |
| Stone House Investment Management, LLC | 0.02% | Reduce -0.2% | 1,658 | $70K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,642 | $69K |
| Avondale Wealth Management | 0.05% | No change | 1,608 | $68K |
| Caldwell Trust Co | 0.01% | No change | 1,576 | $66K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $66K |
| CNB Bank | 0.03% | Reduce -6.5% | 1,530 | $64K |
| McClarren Financial Advisors, Inc. | 0.05% | No change | 1,500 | $64K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,500 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,473 | $62K |
| Tompkins Financial Corp. | 0.01% | No change | 1,453 | $61K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.8% | 1,448 | $61K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 1,444 | $61K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,319 | $55K |
| Abound Wealth Management | 0.02% | Add +1.0% | 1,266 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,193 | $50K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 1,147 | $48K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,134 | $48K |
| Zions Bancorporation, N.A. | 0.00% | Add +178.2% | 1,085 | $46K |
| FRG Family Wealth Advisors LLC | 0.01% | New | 1,050 | $45K |
| MCF Advisors LLC | 0.00% | No change | 1,077 | $45K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,045 | $44K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 1,030 | $43K |
| Salomon & Ludwin, LLC | 0.00% | Add +12.8% | 1,030 | $43K |
| Barrett & Company, Inc. | 0.02% | No change | 1,000 | $42K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $42K |
| McIlrath & Eck, LLC | 0.01% | No change | 994 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -6.8% | 940 | $41K |
| Global Financial Private Client, LLC | 0.02% | No change | 934 | $40K |
| Bellevue Asset Management, LLC | 0.02% | No change | 931 | $39K |
| Smithfield Trust Co | 0.00% | No change | 925 | $39K |
| Hexagon Capital Partners LLC | 0.01% | No change | 928 | $39K |
| Avion Wealth | 0.01% | No change | 869 | $37K |
| Financial Freedom, LLC | 0.02% | No change | 875 | $37K |
| Center for Financial Planning, Inc. | 0.01% | No change | 850 | $36K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 849 | $36K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.1% | 809 | $34K |
| HM Payson & Co. | 0.00% | Add +5.7% | 804 | $34K |
| Pingora Partners LLC | 0.02% | No change | 784 | $33K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 810 | $32K |
| Blume Capital Management, Inc. | 0.01% | Reduce -25.0% | 750 | $32K |
| Roble, Belko & Company, Inc | 0.01% | No change | 729 | $31K |
| Qube Research & Technologies Ltd | 0.00% | No change | 730 | $31K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -61.3% | 728 | $31K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 725 | $30K |
| First Financial Corp. | 0.02% | Reduce -58.3% | 715 | $30K |
| SJS Investment Consulting Inc. | 0.01% | No change | 712 | $30K |
| Founders Capital Management | 0.02% | No change | 710 | $30K |
| Private Ocean, LLC | 0.00% | New | 700 | $29K |
| Dynamic Wealth Strategies, LLC | 0.02% | Reduce -75.4% | 670 | $28K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $25K |
| Clear Point Advisors Inc. | 0.02% | No change | 582 | $24K |
| GAMMA Investing LLC | 0.01% | Reduce -40.7% | 580 | $24K |
| Legacy Bridge, LLC | 0.01% | Add +15.8% | 579 | $24K |
| Chilton Capital Management LLC | 0.00% | Reduce -39.0% | 534 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.1% | 533 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 530 | $22K |
| Valued Wealth Advisors LLC | 0.02% | New | 507 | $21K |
| NFSG Corp | 0.01% | New | 480 | $20K |
| Breakwater Investment Management | 0.01% | — | 460 | $19K |
| Truvestments Capital LLC | 0.01% | No change | 460 | $19K |
| Optimum Investment Advisors | 0.01% | No change | 450 | $19K |
| Investors Research Corp | 0.00% | Reduce -18.9% | 416 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 411 | $17K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $17K |
| Highlander Capital Management, LLC | 0.01% | No change | 385 | $16K |
| North Star Investment Management Corp. | 0.00% | Reduce -55.7% | 381 | $16K |
| Old Second National Bank of Aurora | 0.00% | No change | 375 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 355 | $15K |
| Tucker Asset Management LLC | 0.00% | Add +8.8% | 346 | $15K |
| Norwood Financial Corp | 0.02% | No change | 338 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | Add +381.4% | 337 | $14K |
| Rakuten Securities, Inc. | 0.01% | New | 315 | $13K |
| Benjamin Edwards Inc. | 0.00% | New | 313 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 305 | $13K |
| Centennial Bank | 0.01% | Reduce -67.3% | 300 | $13K |
| Marquette Asset Management, LLC | 0.00% | New | 300 | $13K |
| Chelsea Counsel Co. | 0.01% | New | 291 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 309 | $12K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 276 | $12K |
| Main Management LLC | 0.00% | No change | 250 | $11K |
| Dunhill Financial, LLC | 0.01% | Add +13.6% | 250 | $11K |
| GoalVest Advisory LLC | 0.00% | New | 250 | $11K |
| Mma Asset Management LLC | 0.00% | New | 238 | $10K |
| Louisbourg Investments Inc. | 0.00% | No change | 225 | $9K |
| West Oak Capital, LLC | 0.00% | No change | 207 | $9K |
| Global Trust Asset Management, LLC | 0.00% | No change | 200 | $8K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 200 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 195 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -70.0% | 180 | $8K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 175 | $7K |
| Pineridge Advisors LLC | 0.00% | No change | 174 | $7K |
| Park Place Capital Corp | 0.00% | No change | 173 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 160 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 169 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 161 | $7K |
| Creekmur Asset Management LLC | 0.00% | No change | 160 | $7K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 150 | $6K |
| American Capital Advisory, LLC | 0.01% | New | 162 | $6K |
| Concord Wealth Partners | 0.00% | No change | 144 | $6K |
| Horizon Bancorp Inc. | 0.00% | New | 150 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 142 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -82.3% | 135 | $6K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $6K |
| REAP Financial Group, LLC | 0.00% | Reduce -94.8% | 132 | $6K |
| Gables Capital Management Inc. | 0.00% | New | 130 | $5K |
| PSI Advisors, LLC | 0.00% | New | 130 | $5K |
| Bare Financial Services, Inc | 0.01% | No change | 124 | $5K |
| Bray Capital Advisors | 0.00% | No change | 125 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.4% | 107 | $4K |
| True Wealth Design, LLC | 0.00% | New | 100 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 85 | $4K |
| Ironwood Wealth Management, LLC. | 0.00% | Add +11.3% | 89 | $4K |
| TD Capital Management LLC | 0.00% | No change | 80 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 78 | $3K |
| Castleview Partners, LLC | 0.00% | Reduce -33.6% | 69 | $3K |
| Archer Investment Corp | 0.00% | Reduce -77.3% | 65 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -17.4% | 57 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 55 | $2K |
| Robinswood Financial LLC | 0.00% | Reduce -80.7% | 42 | $2K |
| Silicon Valley Capital Partners | 0.00% | No change | 33 | $1K |
| Wiser Advisor Group LLC | 0.00% | No change | 27 | $1K |
| Rain Capital Management, LLC | 0.00% | No change | 25 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -5.0% | 19 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 22 | $925 |
| Western Pacific Wealth Management, LP | 0.00% | New | 17 | $714 |
| Raleigh Capital Management Inc. | 0.00% | New | 8 | $336 |
| Eagle Bay Advisors LLC | 0.00% | No change | 7 | $294 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $252 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -98.8% | 4 | $180 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.