iShares Gold TrustIAUETF
13F holders, Q2 2024 (June 30)1,169holders +30
84new positions
54sold out
6famous investors
$43.98avg. 13F price*
At the end of Q2 2024, 1,169 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 30 from Q1 2024. 84 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($1.4B), FMR LLC ($1.0B) and Morgan Stanley ($960.9M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $497.9M |
| Exits | 54 | $344.4M |
All 13F filers, Q1 2024 → Q2 2024: 42,252,687 shares bought and 21,709,916 shares sold, net +20,542,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,169 holders
| Bank of America Corp. | 0.14% | Reduce -1.9% | 32,441,264 | $1.4B |
| FMR LLC | 0.06% | Add +0.5% | 23,004,308 | $1.0B |
| Morgan Stanley | 0.07% | Reduce -0.2% | 21,873,377 | $960.9M |
| Charles Schwab Investment Management Inc. | 0.17% | Add +193989.8% | 20,026,187 | $879.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.58% | Reduce -15.2% | 18,010,048 | $791.2M |
| Empower Advisory Group, LLC | 2.42% | Reduce -0.5% | 14,810,521 | $650.6M |
| Wells Fargo & Company | 0.12% | Reduce -3.1% | 10,854,032 | $476.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.5% | 10,235,896 | $449.7M |
| Alliancebernstein L.P. | 0.14% | Reduce -8.7% | 8,889,944 | $390.5M |
| UBS Group AG | 0.11% | New | 8,073,218 | $354.7M |
| LPL Financial LLC | 0.14% | Reduce -9.9% | 6,359,362 | $279.4M |
| Bank of Montreal | 0.08% | Reduce -2.8% | 6,202,728 | $276.8M |
| WealthNavi Inc. | 3.09% | Add +5.7% | 5,548,791 | $243.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -4.2% | 5,205,549 | $228.8M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +0.2% | 4,269,195 | $187.5M |
| BlackRock Inc. | 0.00% | Add +12.1% | 3,911,753 | $171.8M |
| Raymond James & Associates | 0.11% | Add +1.1% | 3,887,294 | $170.8M |
| HighTower Advisors, LLC | 0.26% | Reduce -0.3% | 3,860,177 | $169.6M |
| Royal Bank of Canada | 0.04% | Add +7.6% | 3,591,856 | $157.8M |
| Packer & Co Ltd | 53.63% | No change | 3,585,100 | $157.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +15.8% | 3,518,705 | $154.6M |
| Cerity Partners LLC | 0.37% | Add +2.4% | 3,112,784 | $136.7M |
| Keybank National Association | 0.55% | Add +1.8% | 3,078,450 | $135.2M |
| Commonwealth Equity Services, LLC | 0.21% | Add +6.3% | 3,039,451 | $133.5M |
| Northern Trust Corp. | 0.02% | Add +5.6% | 2,703,270 | $118.8M |
| Equitable Trust Co. | 7.90% | Reduce -3.0% | 2,613,229 | $114.8M |
| Truist Financial Corp. | 0.17% | Add +118.9% | 2,465,359 | $108.3M |
| CIBC Private Wealth Group LLC | 0.19% | Add +7.0% | 2,245,091 | $100.1M |
| Proficio Capital Partners LLC | 9.89% | Add +2.1% | 2,144,328 | $94.2M |
| Captrust Financial Advisors | 0.29% | Reduce -4.4% | 2,072,026 | $91.0M |
| Tocqueville Asset Management L.P. | 1.49% | Reduce -10.0% | 2,049,661 | $90.0M |
| GM Advisory Group, LLC | 5.70% | Reduce -0.3% | 2,010,038 | $88.3M |
| Baird Financial Group, Inc. | 0.18% | Reduce -1.8% | 1,967,560 | $86.4M |
| Arnhold LLC | 8.15% | Reduce -1.4% | 1,757,254 | $77.2M |
| Stifel Financial Corp. | 0.08% | Add +3.8% | 1,646,917 | $72.3M |
| Chevy Chase Trust Holdings, LLC | 0.23% | Reduce -2.6% | 1,635,479 | $71.8M |
| Moon Capital Management LP | 58.03% | No change | 1,559,604 | $68.5M |
| CENTRAL TRUST Co | 1.62% | Reduce -2.7% | 1,501,977 | $66.0M |
| Jane Street Group, LLC | 0.07% | Reduce -38.2% | 1,493,211 | $65.6M |
| Bank of New York Mellon Corp | 0.01% | Add +66.2% | 1,460,596 | $64.2M |
| First Command Advisory Services, Inc. | 0.64% | Reduce -3.6% | 1,408,755 | $61.9M |
| Forbes J M & Co. LLP | 6.26% | Add +1.9% | 1,389,998 | $61.1M |
| Rockefeller Capital Management L.P. | 0.17% | Add +5.7% | 1,329,224 | $58.4M |
| Cresset Asset Management, LLC | 0.24% | Add +32.0% | 1,289,747 | $56.7M |
| Mariner, LLC | 0.11% | Add +6.7% | 1,253,973 | $55.1M |
| Franklin Resources Inc. | 0.02% | Reduce -1.5% | 1,248,040 | $54.8M |
| AlTi Global, Inc. | 1.46% | Add +5.3% | 1,240,272 | $54.5M |
| Neuberger Berman Group LLC | 0.04% | Reduce -0.2% | 1,212,683 | $53.3M |
| Tanglewood Wealth Management, Inc. | 6.60% | Add +0.3% | 1,208,420 | $53.1M |
| Osaic Holdings, Inc. | 0.12% | Reduce -19.2% | 1,119,569 | $49.2M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.1% | 1,079,908 | $47.4M |
| Beacon Investment Advisory Services, Inc. | 1.98% | Reduce -0.8% | 1,049,987 | $46.1M |
| Corient Private Wealth LP | 0.08% | Add +0.5% | 1,016,841 | $44.7M |
| Capital Asset Advisory Services LLC | 2.38% | Add +12.4% | 983,734 | $43.9M |
| Allianz SE | 1.26% | Add +3.8% | 977,150 | $42.9M |
| Mercer Global Advisors Inc. | 0.12% | Add +6.2% | 993,311 | $42.8M |
| Oxbow Advisors, LLC | 5.13% | Add +8.5% | 964,209 | $42.4M |
| MacKay Shields LLC | 7.23% | No change | 929,500 | $40.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.4% | 925,833 | $40.7M |
| Axxcess Wealth Management, LLC | 1.06% | Reduce -1.4% | 881,367 | $38.7M |
| GenWealth Group, Inc. | 8.84% | Reduce -3.4% | 817,408 | $35.9M |
| CRCM LP | 26.17% | Add +0.2% | 814,745 | $35.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.9% | 806,514 | $35.4M |
| Creative Planning | 0.04% | Add +1.2% | 798,044 | $35.1M |
| Circle Wealth Management, LLC | 0.80% | No change | 792,348 | $34.8M |
| HSBC Holdings PLC | 0.02% | Add +713.8% | 758,903 | $33.3M |
| Biltmore Family Office, LLC | 5.85% | Add +2.4% | 722,865 | $31.8M |
| Twin Focus Capital Partners, LLC | 5.01% | Add +27.0% | 714,644 | $31.4M |
| National Bank of Canada | 0.05% | Add +0.9% | 704,114 | $30.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -3.3% | 687,408 | $30.2M |
| EverSource Wealth Advisors, LLC | 2.00% | Reduce -1.7% | 651,369 | $30.2M |
| Narwhal Capital Management | 2.83% | Reduce -1.4% | 682,068 | $30.0M |
| Cetera Investment Advisers | 0.07% | Reduce -2.5% | 676,468 | $29.7M |
| Evercore Wealth Management, LLC | 0.47% | Reduce -0.7% | 672,743 | $29.6M |
| Cadinha & Co. LLC | 5.38% | Add +6.6% | 660,887 | $29.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.34% | Reduce -0.1% | 648,051 | $28.5M |
| 1832 Asset Management L.P. | 0.05% | Reduce -11.4% | 632,830 | $27.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +36.3% | 627,919 | $27.6M |
| Stuart Investment Advisors, Inc. | 17.11% | Reduce -0.7% | 622,756 | $27.4M |
| Strategic Point Investment Advisors, LLC | 4.89% | Reduce -1.4% | 621,175 | $27.3M |
| Tradewinds Capital Management, LLC | 7.95% | Add +340916.7% | 613,830 | $27.0M |
| Tiaa Trust, National Association | 0.08% | Add +11.3% | 596,866 | $26.2M |
| Sanctuary Advisors, LLC | 0.19% | — | 590,459 | $26.1M |
| Permanens Capital L.P. | 2.66% | Add +98.3% | 593,102 | $26.1M |
| VPR Management LLC | 9.66% | Reduce -3.3% | 588,480 | $25.9M |
| Deutsche Bank AG | 0.01% | Reduce -7.7% | 584,589 | $25.7M |
| Dynasty Wealth Management, LLC | 0.75% | Add +1.4% | 580,187 | $25.5M |
| TMD Wealth Management, LLC | 5.36% | Add +101.1% | 556,502 | $24.4M |
| Mader & Shannon Wealth Management, Inc. | 14.53% | Reduce -0.8% | 550,097 | $24.2M |
| MML Investors Services, LLC | 0.10% | Add +1.7% | 547,055 | $24.0M |
| West Family Investments, Inc. | 7.05% | Reduce -14.1% | 532,914 | $23.5M |
| Comerica Bank | 0.10% | Reduce -6.8% | 528,229 | $23.2M |
| Foundations Investment Advisors, LLC | 0.56% | Add +5.1% | 521,262 | $22.9M |
| EPIQ Capital Group, LLC | 7.74% | Reduce -7.0% | 500,703 | $22.0M |
| Checchi Capital Advisers, LLC | 1.72% | Reduce -3.5% | 494,117 | $21.7M |
| National Philanthropic Trust | 0.41% | Reduce -3.4% | 493,418 | $21.7M |
| Zhang Financial LLC | 1.51% | Reduce -2.8% | 492,723 | $21.6M |
| Quent Capital, LLC | 2.38% | Reduce -1.4% | 491,838 | $21.6M |
| OneDigital Investment Advisors LLC | 0.27% | Add +1.1% | 488,763 | $21.5M |
| SkyView Investment Advisors, LLC | 3.81% | Add +0.7% | 484,854 | $21.3M |
| Twin Tree Management, LP | 0.61% | New | 476,311 | $20.9M |
| Blue Trust, Inc. | 0.29% | Add +1.8% | 496,052 | $20.8M |
| Equitable Holdings, Inc. | 0.21% | Reduce -36.6% | 464,954 | $20.4M |
| Stephens Inc. | 0.31% | Reduce -11.8% | 464,776 | $20.4M |
| Fourpath Capital Management, LLC | 14.90% | Reduce -1.3% | 458,401 | $20.1M |
| Public Employees Retirement System of Ohio | 0.08% | Add +24.0% | 454,700 | $20.0M |
| Cardinal Point Capital Management ULC | 3.47% | Add +1.3% | 454,417 | $20.0M |
| Anderson Hoagland & Co. | 2.08% | New | 444,626 | $19.9M |
| Sowa Financial Group, Inc. | 15.03% | Reduce -6.9% | 451,745 | $19.8M |
| WESCAP Management Group, Inc. | 5.57% | Reduce -0.6% | 447,938 | $19.7M |
| Cibc World Market Inc. | 0.05% | Add +11.5% | 439,700 | $19.3M |
| Assetmark, Inc. | 0.06% | Add +16.2% | 436,501 | $19.2M |
| Syon Capital LLC | 1.72% | Reduce -1.0% | 424,624 | $18.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +11.1% | 445,842 | $18.4M |
| Independent Family Office, LLC | 10.25% | Reduce -0.5% | 409,030 | $18.0M |
| JSF Financial, LLC | 5.43% | Reduce -3.5% | 403,066 | $17.7M |
| Meridian Wealth Advisors, LLC | 3.15% | Add +8.3% | 401,495 | $17.6M |
| Spinnaker Trust | 1.13% | Add +0.6% | 400,317 | $17.6M |
| IFP Advisors, Inc | 0.70% | Add +9.8% | 399,778 | $17.6M |
| Chatham Capital Group, Inc. | 3.06% | Add +0.1% | 399,070 | $17.5M |
| AllGen Financial Advisors, Inc. | 6.62% | Add +17.7% | 397,299 | $17.5M |
| Quest Investment Management LLC | 1.93% | No change | 396,021 | $17.4M |
| NorthCrest Asset Manangement, LLC | 0.57% | Reduce -3.6% | 391,418 | $17.2M |
| Kaydan Wealth Management, Inc. | 6.06% | Reduce -29.8% | 388,984 | $17.1M |
| TD Waterhouse Canada Inc. | 0.15% | Reduce -7.5% | 380,135 | $16.8M |
| Cambridge Associates LLC /Ma/ | 0.76% | Reduce -3.9% | 379,015 | $16.7M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -2.2% | 378,390 | $16.6M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -3.5% | 374,903 | $16.5M |
| Parcion Private Wealth LLC | 1.50% | Reduce -6.6% | 373,213 | $16.4M |
| Vision Capital Management, Inc. | 2.40% | Reduce -1.4% | 367,135 | $16.1M |
| James Investment Research, Inc. | 1.90% | Reduce -0.2% | 362,645 | $15.9M |
| M&T Bank Corp | 0.05% | Reduce -11.3% | 360,685 | $15.8M |
| Bfsg, LLC | 1.92% | Add +10.3% | 345,471 | $15.2M |
| Verger Capital Management LLC | 7.70% | No change | 343,669 | $15.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +2.4% | 339,663 | $14.9M |
| Sage Rhino Capital LLC | 3.53% | Add +0.5% | 336,035 | $14.8M |
| Citigroup Inc. | 0.01% | Add +1.2% | 335,404 | $14.7M |
| Elm Partners Management LLC | 1.12% | Reduce -10.3% | 332,211 | $14.6M |
| Fielder Capital Group LLC | 5.57% | Reduce -9.0% | 329,741 | $14.5M |
| Sterling Financial Planning, Inc. | 5.87% | Reduce -5.4% | 329,362 | $14.5M |
| Modus Advisors, LLC | 5.05% | Add +0.0% | 324,820 | $14.3M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +8.8% | 322,609 | $14.2M |
| Blair William & Co. | 0.04% | Add +4.0% | 321,497 | $14.1M |
| Gimbal Financial | 10.36% | New | 308,614 | $14.1M |
| Baldwin Wealth Partners LLC | 1.09% | Reduce -1.1% | 319,440 | $14.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +48.4% | 286,593 | $14.0M |
| First Foundation Advisors | 0.54% | Add +2.2% | 318,528 | $14.0M |
| Kingsview Wealth Management, LLC | 0.33% | Reduce -3.4% | 317,454 | $13.9M |
| Graham Capital Wealth Management, LLC | 19.60% | Reduce -3.4% | 316,448 | $13.9M |
| Dakota Wealth Management | 0.33% | Reduce -0.5% | 315,917 | $13.9M |
| Bellwether Advisors, LLC | 2.86% | New | 310,470 | $13.6M |
| Cyndeo Wealth Partners, LLC | 1.06% | Reduce -0.1% | 308,576 | $13.6M |
| Focus Partners Wealth | 0.05% | Add +194.6% | 307,092 | $13.5M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -70.2% | 306,812 | $13.5M |
| Capital Group Private Client Services, Inc. | 0.13% | Reduce -0.1% | 306,539 | $13.5M |
| AMG National Trust Bank | 0.36% | Add +12.5% | 306,054 | $13.4M |
| Bokf, NA | 0.24% | Add +0.7% | 302,127 | $13.3M |
| First American Trust, FSB | 1.32% | Add +20.8% | 298,805 | $13.1M |
| Chemistry Wealth Management LLC | 3.38% | Add +2.1% | 297,829 | $13.1M |
| Faithward Advisors, LLC | 2.31% | Reduce -0.6% | 290,414 | $12.8M |
| US Bancorp \de | 0.02% | Add +0.7% | 285,282 | $12.5M |
| LVM Capital Management Ltd. | 1.43% | Add +3.7% | 285,170 | $12.5M |
| Legend Financial Advisors, Inc. | 8.78% | Reduce -3.2% | 281,615 | $12.4M |
| Pictet Asset Management Holding SA | 0.01% | New | 279,000 | $12.3M |
| Resona Asset Management Co.,Ltd. | 0.07% | No change | 276,645 | $12.2M |
| Sunbelt Securities, Inc. | 1.24% | Add +8.2% | 275,934 | $12.1M |
| EFG Asset Management (Americas) Corp. | 2.37% | Add +25.1% | 275,603 | $12.1M |
| UMB Bank, n.a. | 0.19% | Add +10.3% | 269,580 | $11.8M |
| Townsend & Associates, Inc | 1.30% | Reduce -1.0% | 260,786 | $11.8M |
| Brookstone Capital Management | 0.19% | Reduce -12.4% | 252,736 | $11.7M |
| Cohen & Steers, Inc. | 0.02% | Add +42.7% | 264,699 | $11.6M |
| Parkside Investments, LLC | 1.75% | Add +0.4% | 252,641 | $11.1M |
| Yeomans Consulting Group, Inc. | 4.28% | Add +18.8% | 252,302 | $11.1M |
| Wallington Asset Management, LLC | 1.69% | Add +0.6% | 251,639 | $11.1M |
| White Lighthouse Investment Management Inc. | 2.13% | Reduce -5.2% | 251,596 | $11.1M |
| K2 Principal Fund, L.P. | 5.82% | No change | 250,000 | $11.0M |
| Arlington Capital Management, Inc. | 9.51% | Reduce -0.2% | 249,353 | $11.0M |
| Beacon Harbor Wealth Advisors, Inc. | 2.80% | Add +1.5% | 245,072 | $10.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.57% | Add +1.8% | 244,376 | $10.7M |
| CPA Asset Management Group, LLC | 5.72% | Add +23.0% | 243,153 | $10.7M |
| Fifth Third Securities, Inc. | 0.99% | Reduce -2.6% | 242,765 | $10.7M |
| Rogco, LP | 4.34% | Reduce -2.5% | 242,262 | $10.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -3.0% | 242,181 | $10.6M |
| Van Hulzen Asset Management, LLC | 0.71% | Reduce -11.5% | 241,839 | $10.6M |
| Timber Creek Capital Management LLC | 3.20% | Reduce -21.2% | 241,547 | $10.6M |
| Morton Capital Management LLC | 2.51% | Reduce -1.7% | 241,112 | $10.6M |
| Nottingham Advisors, Inc. | 1.26% | Reduce -1.3% | 241,111 | $10.6M |
| Bcwm, LLC | 3.80% | Add +12.1% | 240,178 | $10.6M |
| Resonant Capital Advisors, LLC | 0.85% | Add +3.6% | 239,409 | $10.5M |
| Norris Financial Group, LLC | 5.47% | Reduce -7.4% | 239,161 | $10.5M |
| Sentinel Trust Co. Lba | 1.27% | Reduce -4.6% | 236,026 | $10.4M |
| Signet Investment Advisory Group, Inc. | 5.55% | Add +1.1% | 235,771 | $10.4M |
| Aveo Capital Partners, LLC | 1.17% | Reduce -9.2% | 235,039 | $10.3M |
| Vicus Capital | 0.92% | Add +388.0% | 232,822 | $10.2M |
| Perigon Wealth Management, LLC | 0.30% | Reduce -11.6% | 232,294 | $10.2M |
| Fortis Group Advisors, LLC | 2.01% | Add +68.8% | 230,938 | $10.1M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Add +116.9% | 230,864 | $10.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.65% | Reduce -0.4% | 228,904 | $10.1M |
| Sigma Investment Counselors Inc. | 0.63% | Add +2.1% | 228,389 | $10.0M |
| New Potomac Partners, LLC | 5.45% | Reduce -0.3% | 226,941 | $10.0M |
| American Investment Services, Inc. | 1.74% | Reduce -7.1% | 223,994 | $9.8M |
| Independent Financial Group, LLC | 0.39% | Add +28.7% | 220,347 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.1% | 219,328 | $9.6M |
| Allworth Financial LP | 0.06% | Add +22.6% | 210,642 | $9.5M |
| Private Harbour Investment Management & Counsel, LLC | 9.97% | Reduce -0.0% | 215,950 | $9.5M |
| Arkos Global Advisors | 1.52% | Add +8.5% | 213,859 | $9.4M |
| Mesirow Financial Investment Management, Inc. | 0.21% | No change | 211,319 | $9.3M |
| Upper Left Wealth Management, LLC | 8.40% | Reduce -0.2% | 211,076 | $9.3M |
| Osborne Partners Capital Management, LLC | 0.55% | Reduce -1.1% | 210,808 | $9.3M |
| Forza Wealth Management, LLC | 4.65% | Add +1.2% | 205,467 | $9.0M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +2.1% | 204,693 | $9.0M |
| NewEdge Advisors, LLC | 0.07% | Add +12.4% | 204,465 | $9.0M |
| Hamilton Wealth, LLC | 2.35% | Add +8.2% | 198,750 | $8.7M |
| Wealth Management Partners, LLC | 4.25% | Add +1.1% | 198,716 | $8.7M |
| Clear Harbor Asset Management, LLC | 0.76% | Add +2.4% | 196,517 | $8.6M |
| Three Bridge Wealth Advisors, LLC | 3.38% | Add +6.3% | 194,374 | $8.5M |
| LifePlan Financial, LLC | 7.81% | Reduce -2.3% | 193,137 | $8.5M |
| Gateway Advisory, LLC | 1.42% | Add +5.1% | 190,670 | $8.4M |
| Leavell Investment Management, Inc. | 0.46% | Add +1.8% | 189,871 | $8.3M |
| Okabena Investment Services Inc. | 2.64% | Reduce -0.2% | 189,526 | $8.3M |
| NTV Asset Management LLC | 1.19% | Add +0.8% | 188,673 | $8.3M |
| Sowell Financial Services LLC | 0.39% | Reduce -0.6% | 188,060 | $8.3M |
| JNBA Financial Advisors | 0.87% | Reduce -9.8% | 187,333 | $8.2M |
| Sapient Capital LLC | 0.17% | Add +0.1% | 183,052 | $8.0M |
| AE Wealth Management LLC | 0.08% | Add +21.4% | 182,231 | $8.0M |
| Fore Capital, LLC | 27.76% | Add +12.7% | 178,000 | $7.8M |
| Highland Financial Advisors, LLC | 2.90% | Reduce -8.2% | 177,830 | $7.8M |
| Plum Street Advisors, LLC | 4.41% | Add +6.2% | 172,229 | $7.6M |
| Brown Advisory Inc. | 0.01% | Reduce -0.7% | 172,039 | $7.6M |
| Stablepoint Partners, LLC | 1.45% | Reduce -16.8% | 165,721 | $7.5M |
| Altiora Financial Group, LLC | 1.77% | Reduce -14.3% | 167,953 | $7.4M |
| GAMCO Investors | 0.08% | Reduce -0.7% | 167,150 | $7.3M |
| Lowe Wealth Advisors, LLC | 3.34% | Add +0.3% | 166,966 | $7.3M |
| Cape Ann Savings Bank | 4.51% | Reduce -1.7% | 165,348 | $7.3M |
| Greenline Partners, LLC | 1.11% | Reduce -1.7% | 164,823 | $7.3M |
| Ariston Services Group | 6.83% | Reduce -0.3% | 161,441 | $7.1M |
| IMC-Chicago, LLC | 0.22% | New | 159,662 | $7.0M |
| Systelligence, LLC | 1.86% | Reduce -5.7% | 159,425 | $7.0M |
| GFS Advisors, LLC | 1.12% | Reduce -96.2% | 5,784 | $7.0M |
| Ancora Advisors LLC | 0.17% | Add +0.5% | 158,646 | $7.0M |
| Commerce Bank | 0.05% | Reduce -8.2% | 158,566 | $7.0M |
| Insight Wealth Partners, LLC | 4.51% | Add +1.2% | 158,355 | $7.0M |
| CSS LLC | 1.51% | Add +74.5% | 157,400 | $6.9M |
| Advisory Services Network, LLC | 0.14% | Add +7.4% | 156,403 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Add +14.6% | 155,713 | $6.8M |
| Barclays PLC | 0.00% | Reduce -30.1% | 154,076 | $6.8M |
| Well Done, LLC | 1.40% | Reduce -1.2% | 153,730 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Add +9.7% | 152,779 | $6.7M |
| Stephen J. Garry & Associates, LLC | 6.77% | Add +0.8% | 152,218 | $6.7M |
| Mfa Wealth Advisors, LLC | 1.46% | New | 151,553 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -4.8% | 151,297 | $6.6M |
| Foguth Wealth Management, LLC. | 2.93% | Add +29.9% | 151,237 | $6.6M |
| GYL Financial Synergies, LLC | 0.51% | Reduce -3.7% | 151,122 | $6.6M |
| Rehmann Capital Advisory Group | 0.47% | Reduce -20.3% | 149,118 | $6.6M |
| BSW Wealth Partners | 1.07% | Reduce -4.2% | 148,212 | $6.5M |
| Debussy Capital Management LP | 1.84% | Reduce -1.2% | 147,143 | $6.5M |
| MBA Advisors LLC | 3.30% | Add +1.4% | 146,988 | $6.5M |
| Old Port Advisors | 1.93% | Add +7.6% | 146,857 | $6.5M |
| Patton Fund Management, Inc. | 1.35% | Reduce -5.3% | 145,874 | $6.4M |
| Towneley Capital Management, Inc / DE | 1.49% | Reduce -11.6% | 144,752 | $6.4M |
| Summit Trail Advisors, LLC | 0.17% | Add +13.1% | 144,407 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +2.0% | 144,048 | $6.3M |
| Silverleafe Capital Partners, LLC | 2.22% | Reduce -21.2% | 143,541 | $6.3M |
| Cranbrook Wealth Management, LLC | 1.53% | Reduce -1.9% | 141,688 | $6.2M |
| Ballentine Partners, LLC | 0.11% | Reduce -21.1% | 139,450 | $6.1M |
| Fermata Advisors, LLC | 1.39% | Reduce -1.2% | 137,983 | $6.1M |
| Omnia Family Wealth, LLC | 2.55% | Reduce -1.0% | 137,201 | $6.0M |
| Fairview Capital Investment Management, LLC | 0.34% | Add +0.5% | 137,029 | $6.0M |
| Weil Company, Inc. | 2.19% | Reduce -17.4% | 136,371 | $6.0M |
| Financial Counselors Inc. | 0.10% | Reduce -1.0% | 135,690 | $6.0M |
| Wellspring Financial Advisors, LLC | 0.67% | Reduce -3.8% | 135,224 | $5.9M |
| Mgo One Seven LLC | 0.28% | Reduce -33.9% | 132,045 | $5.8M |
| Custom Portfolio Group LLC | 4.57% | Reduce -2.7% | 135,462 | $5.8M |
| Hamilton Point Investment Advisors, LLC | 1.12% | Add +2.1% | 131,226 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +55.1% | 130,416 | $5.7M |
| Sinecera Capital, LLC | 7.78% | Add +0.4% | 127,609 | $5.7M |
| Sigma Planning Corp | 0.18% | Add +2.5% | 128,878 | $5.7M |
| Global Wealth Strategies & Associates | 2.02% | Add +3.5% | 128,287 | $5.6M |
| Coastal Bridge Advisors, LLC | 1.40% | Reduce -0.8% | 127,938 | $5.6M |
| Kades & Cheifetz LLC | 3.51% | Reduce -2.0% | 127,150 | $5.6M |
| Meridian Investment Counsel Inc. | 1.76% | Reduce -0.1% | 126,582 | $5.6M |
| Modern Wealth Management, LLC | 0.41% | Add +0.6% | 125,962 | $5.5M |
| Maltin Wealth Management, Inc. | 2.91% | Add +1.8% | 123,436 | $5.4M |
| Alhambra Investment Management LLC | 2.89% | Reduce -19.8% | 120,261 | $5.3M |
| Regency Capital Management Inc.\DE | 3.33% | Add +4.3% | 117,820 | $5.2M |
| FDx Advisors, Inc. | 1.42% | Reduce -5.2% | 117,120 | $5.1M |
| New Millennium Group LLC | 3.36% | New | 116,995 | $5.1M |
| Lifeworks Advisors, LLC | 1.42% | Add +6.2% | 116,166 | $5.1M |
| Southeast Asset Advisors, LLC | 0.61% | Reduce -23.9% | 115,540 | $5.1M |
| Ackerman Capital Advisors, LLC | 1.34% | Add +0.7% | 115,101 | $5.1M |
| Wills Financial Group, Inc. | 2.31% | Add +0.1% | 114,378 | $5.0M |
| Wealthspan Partners, LLC | 2.77% | Add +2.4% | 114,163 | $5.0M |
| Prairie Wealth Advisors, Inc. | 2.53% | No change | 113,792 | $5.0M |
| WealthCare Investment Partners, LLC | 2.31% | Add +8.2% | 113,302 | $5.0M |
| Lido Advisors, LLC | 0.04% | Add +11.6% | 113,175 | $5.0M |
| Accretive Wealth Partners, LLC | 2.08% | Reduce -1.9% | 113,107 | $5.0M |
| Axiom Advisory, LLC | 0.05% | New | 112,203 | $5.0M |
| VCI Wealth Management LLC | 2.45% | Add +39.2% | 112,768 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -18.9% | 109,376 | $4.8M |
| Choreo, LLC | 0.08% | Add +6.7% | 106,867 | $4.7M |
| Briaud Financial Planning Inc | 2.71% | Reduce -11.2% | 106,905 | $4.7M |
| AdvisorNet Financial, Inc | 0.43% | Reduce -2.4% | 106,893 | $4.7M |
| Twelve Points Wealth Management LLC | 1.65% | Add +8.9% | 106,584 | $4.7M |
| Kure Advisory, LLC | 3.81% | Reduce -1.9% | 105,696 | $4.6M |
| Apollon Wealth Management, LLC | 0.14% | Reduce -2.1% | 105,558 | $4.6M |
| LYNX Capital Group Ltd. | 3.20% | Add +2.4% | 105,189 | $4.6M |
| FineMark National Bank & Trust | 0.17% | Reduce -5.3% | 104,853 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -14.3% | 103,049 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -14.3% | 103,049 | $4.5M |
| Compound Planning, Inc. | 0.33% | Add +32.9% | 102,409 | $4.5M |
| Fiduciary Financial Group, LLC | 1.08% | — | 95,945 | $4.5M |
| DCF Advisers, LLC | 2.34% | No change | 100,000 | $4.4M |
| Versant Capital Management, Inc | 1.11% | Reduce -1.9% | 99,833 | $4.4M |
| Palisades Hudson Asset Management, L.P. | 2.01% | Reduce -2.3% | 99,731 | $4.4M |
| Bessemer Group Inc. | 0.01% | No change | 97,724 | $4.3M |
| Pekin Hardy Strauss, Inc. | 0.59% | Reduce -0.5% | 97,698 | $4.3M |
| F/m Investments LLC | 0.15% | New | 96,690 | $4.2M |
| Cypress Capital Group | 0.51% | Reduce -0.7% | 96,446 | $4.2M |
| Bigelow Investment Advisors, LLC | 2.02% | Add +3.8% | 96,278 | $4.2M |
| Deane Retirement Strategies, Inc. | 2.16% | Reduce -1.6% | 95,711 | $4.2M |
| Madden Advisory Services, Inc. | 2.13% | Add +2.8% | 95,184 | $4.2M |
| WMS Partners, LLC | 0.27% | Reduce -5.2% | 94,377 | $4.1M |
| Wealth Alliance, LLC | 0.54% | Reduce -0.3% | 94,343 | $4.1M |
| Boston Financial Mangement LLC | 0.13% | Reduce -1.6% | 93,794 | $4.1M |
| Sage Investment Advisers LLC | 4.66% | Reduce -0.3% | 93,780 | $4.1M |
| Callan Family Office, LLC | 0.79% | Add +169.9% | 93,710 | $4.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.75% | Add +41.0% | 93,186 | $4.1M |
| Flagstar Securities, Inc. | 1.12% | Add +0.7% | 92,748 | $4.1M |
| Harvest Fund Management Co., Ltd | 0.29% | Add +2.4% | 92,584 | $4.1M |
| Provenance Wealth Advisors, LLC | 0.56% | Reduce -1.0% | 91,705 | $4.0M |
| Welch & Forbes LLC | 0.05% | Reduce -0.3% | 90,092 | $4.0M |
| Inscription Capital, LLC | 0.65% | Add +2.8% | 91,403 | $4.0M |
| Moulton Wealth Management, Inc. | 3.63% | Reduce -2.1% | 89,245 | $4.0M |
| RiverGlades Family Offices LLC | 3.08% | Add +0.4% | 90,097 | $4.0M |
| Diversify Advisory Services, LLC | 0.22% | Reduce -1.9% | 88,531 | $4.0M |
| Nvwm, LLC | 1.05% | Add +1.1% | 89,812 | $3.9M |
| Fiduciary Trust Co | 0.06% | Reduce -4.0% | 89,164 | $3.9M |
| Hilltop National Bank | 1.25% | Reduce -7.7% | 88,747 | $3.9M |
| Gradient Investments LLC | 0.09% | Reduce -3.8% | 87,716 | $3.9M |
| Summit Place Financial Advisors, LLC | 2.28% | Reduce -1.1% | 87,620 | $3.8M |
| E Fund Management Co., Ltd. | 0.21% | Add +15.6% | 87,044 | $3.8M |
| Williams Jones Wealth Management, LLC. | 0.05% | Add +181.3% | 86,706 | $3.8M |
| Gibson Capital, LLC | 0.84% | Add +226.7% | 86,416 | $3.8M |
| Argent Trust Co | 0.17% | Reduce -4.2% | 86,290 | $3.8M |
| Amplius Wealth Advisors, LLC | 0.41% | Reduce -12.1% | 83,950 | $3.7M |
| Delta Financial Advisors LLC | 1.43% | Add +2.2% | 83,753 | $3.7M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +7.4% | 83,177 | $3.7M |
| TriaGen Wealth Management LLC | 1.40% | Add +8.1% | 82,380 | $3.6M |
| Davies Financial Advisors, Inc. | 3.38% | Add +652.9% | 82,375 | $3.6M |
| Tikvah Management LLC | 1.18% | No change | 82,230 | $3.6M |
| Allie Family Office LLC | 2.15% | Add +52.7% | 81,347 | $3.6M |
| Camden National Bank | 0.54% | Add +5.4% | 80,250 | $3.5M |
| Blueprint Investment Partners LLC | 0.76% | Reduce -8.2% | 79,961 | $3.5M |
| Altman Advisors, Inc. | 1.98% | Add +0.7% | 79,236 | $3.5M |
| waypoint wealth counsel | 2.66% | Add +0.4% | 79,099 | $3.5M |
| Motco | 0.20% | Add +8.4% | 78,573 | $3.5M |
| Blue Investment Partners LLC | 1.56% | Add +0.6% | 78,473 | $3.4M |
| Arax Advisory Partners | 0.33% | Reduce -6.8% | 77,496 | $3.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | Add +1.0% | 76,971 | $3.4M |
| Whittier Trust Co. | 0.05% | Add +0.6% | 76,187 | $3.3M |
| Robinson Value Management, Ltd. | 2.33% | Reduce -0.4% | 76,000 | $3.3M |
| Sepio Capital, LP | 0.30% | Add +0.1% | 75,188 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -5.1% | 74,718 | $3.3M |
| Kitching Partners, LLC | 5.91% | Add +5.8% | 73,990 | $3.3M |
| NavPoint Financial, Inc. | 2.82% | Reduce -2.3% | 73,923 | $3.2M |
| LifePlan Investment Advisors, Inc. | 2.34% | Add +1.9% | 73,896 | $3.2M |
| HB Wealth Management, LLC | 0.04% | Add +0.0% | 73,321 | $3.2M |
| Mengis Capital Management, Inc. | 0.65% | Reduce -0.7% | 72,623 | $3.2M |
| Rathbones Group PLC | 0.02% | Add +6.6% | 71,235 | $3.1M |
| Evermay Wealth Management LLC | 0.50% | No change | 71,042 | $3.1M |
| Crescent Grove Advisors, LLC | 0.33% | Add +3.3% | 69,438 | $3.1M |
| Parallel Advisors, LLC | 0.08% | Add +0.4% | 69,269 | $3.0M |
| Cobblestone Capital Advisors LLC | 0.19% | Reduce -2.1% | 69,150 | $3.0M |
| Financial Management Network Inc. | 0.72% | Add +4.0% | 66,758 | $3.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -9.8% | 68,482 | $3.0M |
| Financial Alternatives, Inc | 2.26% | Reduce -1.8% | 68,394 | $3.0M |
| FinTrust Capital Advisors, LLC | 0.54% | Add +5.7% | 67,597 | $3.0M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -0.4% | 67,053 | $2.9M |
| Vanguard Capital Wealth Advisors | 1.99% | Add +42.5% | 66,776 | $2.9M |
| Patriot Investment Management Group, Inc. | 0.23% | No change | 66,729 | $2.9M |
| Financial Sense Advisors, Inc. | 0.91% | Add +0.1% | 65,663 | $2.9M |
| Stableford Capital II LLC | 1.13% | Reduce -45.5% | 62,066 | $2.9M |
| China Universal Asset Management Co., Ltd. | 0.40% | No change | 65,000 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +223.7% | 64,724 | $2.8M |
| Financial Advocates Investment Management | 0.18% | Add +95.0% | 64,660 | $2.8M |
| Eagle Strategies LLC | 0.53% | Add +69.6% | 63,306 | $2.8M |
| Modera Wealth Management, LLC | 0.04% | Reduce -0.8% | 63,182 | $2.8M |
| Cowa, LLC | 1.47% | Reduce -22.8% | 62,582 | $2.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.07% | Add +86.3% | 62,417 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +75.6% | 61,096 | $2.7M |
| Firestone Capital Management | 0.73% | Add +0.8% | 60,674 | $2.7M |
| One Capital Management, LLC | 0.09% | Add +8.3% | 60,620 | $2.7M |
| Towerpoint Wealth, LLC | 1.32% | Reduce -2.6% | 60,143 | $2.6M |
| Simplicity Wealth,LLC | 0.06% | Add +19.1% | 60,071 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -25.2% | 59,577 | $2.6M |
| Gould Asset Management LLC | 0.60% | Reduce -3.1% | 59,128 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +2.8% | 58,997 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -4.2% | 58,620 | $2.6M |
| Signify Wealth | 3.69% | Reduce -3.2% | 58,307 | $2.6M |
| Veridan Wealth LLC | 1.02% | — | 40,971 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -66.2% | 57,999 | $2.5M |
| Ieq Capital, LLC | 0.03% | Reduce -32.0% | 57,836 | $2.5M |
| Financial & Tax Architects, LLC | 0.68% | Reduce -2.1% | 57,711 | $2.5M |
| Raymond James Trust N.A. | 0.06% | Reduce -2.1% | 57,414 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +270.2% | 57,338 | $2.5M |
| Carlson Capital Management | 0.12% | No change | 57,234 | $2.5M |
| Geneos Wealth Management Inc. | 0.11% | Add +1555.6% | 57,051 | $2.5M |
| Nadler Financial Group, Inc. | 0.29% | Add +10.4% | 56,639 | $2.5M |
| Avestar Capital, LLC | 0.27% | No change | 56,445 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | Add +77.9% | 56,177 | $2.5M |
| &partners | 0.11% | New | 55,592 | $2.4M |
| First Horizon Advisors, Inc. | 0.07% | Add +0.1% | 55,051 | $2.4M |
| Aspect Partners, LLC | 1.44% | Add +0.5% | 54,818 | $2.4M |
| Flputnam Investment Management Co. | 0.05% | Add +17.7% | 54,810 | $2.4M |
| Berkshire Asset Management LLC | 0.12% | New | 54,758 | $2.4M |
| Thompson Siegel & Walmsley LLC | 0.04% | No change | 54,482 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.4% | 53,095 | $2.3M |
| NewSquare Capital LLC | 0.20% | Reduce -1.4% | 52,795 | $2.3M |
| LM Advisors LLC | 0.46% | No change | 52,798 | $2.3M |
| Laidlaw Wealth Management LLC | 1.27% | Reduce -1.9% | 52,633 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Add +0.6% | 53,886 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +20.5% | 52,250 | $2.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -42.9% | 51,700 | $2.3M |
| Boston Research & Management Inc. | 0.57% | Reduce -2.1% | 51,513 | $2.3M |
| Compass Financial Group, Inc. | 1.12% | Reduce -2.3% | 49,678 | $2.2M |
| Lynx Investment Advisory | 1.66% | — | 50,889 | $2.2M |
| Focus Financial Network, Inc. | 0.10% | Add +14.9% | 47,871 | $2.2M |
| Trademark Financial Management, LLC | 1.81% | Add +5.2% | 50,596 | $2.2M |
| Wormser Freres Gestion | 1.43% | Add +7.0% | 48,412 | $2.2M |
| Apeiron RIA LLC | 0.67% | Add +1.3% | 49,619 | $2.2M |
| Avior Wealth Management, LLC | 0.09% | Reduce -19.3% | 49,260 | $2.2M |
| Smith Thornton Advisors LLC | 1.59% | — | 49,023 | $2.2M |
| Farrell Financial LLC | 1.66% | Add +4.1% | 48,632 | $2.1M |
| United Asset Strategies, Inc. | 0.21% | Add +81.8% | 47,857 | $2.1M |
| Northside Capital Management, LLC | 0.36% | Add +0.7% | 47,422 | $2.1M |
| Intrepid Capital Management Inc. | 1.31% | Reduce -23.2% | 46,987 | $2.1M |
| Plan Group Financial, LLC | 1.25% | Reduce -2.5% | 46,438 | $2.0M |
| Red Mountain Financial, LLC | 2.45% | — | 46,314 | $2.0M |
| Interchange Capital Partners, LLC | 0.75% | Add +57.2% | 46,219 | $2.0M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -14.3% | 45,977 | $2.0M |
| IHT Wealth Management, LLC | 0.07% | Reduce -10.3% | 45,773 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -29.5% | 45,544 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.5% | 45,543 | $2.0M |
| MainStreet Investment Advisors LLC | 0.24% | Reduce -14.4% | 44,938 | $2.0M |
| Howland Capital Management LLC | 0.09% | Reduce -85.5% | 44,110 | $1.9M |
| D. Scott Neal, Inc. | 1.07% | Reduce -0.8% | 43,882 | $1.9M |
| Fidelis Capital Partners, LLC | 0.27% | Add +26.3% | 42,772 | $1.9M |
| CI Investments Inc. | 0.01% | Reduce -17.1% | 43,617 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Reduce -0.6% | 43,547 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Add +6.7% | 43,449 | $1.9M |
| Confluence Wealth Services, Inc. | 0.15% | Add +3.5% | 43,234 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.41% | Reduce -1.0% | 43,066 | $1.9M |
| MMBG Investment Advisors Co. | 0.20% | No change | 42,900 | $1.9M |
| Knollwood Investment Advisory, LLC | 0.21% | No change | 42,851 | $1.9M |
| Jump Financial, LLC | 0.04% | Add +701.6% | 42,381 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -40.5% | 42,074 | $1.8M |
| Mutual Advisors, LLC | 0.06% | Add +0.9% | 40,776 | $1.8M |
| Virtus Family Office LLC | 2.49% | Reduce -13.8% | 41,670 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +3.6% | 41,544 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.30% | Add +52.1% | 41,478 | $1.8M |
| SignalPoint Asset Management, LLC | 0.48% | Reduce -3.1% | 41,243 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.2% | 41,124 | $1.8M |
| Whitener Capital Management, Inc. | 0.53% | Reduce -0.3% | 39,774 | $1.7M |
| WBH Advisory Inc. | 0.18% | Reduce -5.6% | 39,534 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.07% | No change | 39,292 | $1.7M |
| Trust Point Inc. | 0.14% | No change | 38,459 | $1.7M |
| Valued Retirements, Inc. | 2.56% | No change | 38,447 | $1.7M |
| Magnolia Capital Advisors LLC | 0.94% | New | 38,339 | $1.7M |
| ICONIQ Capital, LLC | 0.04% | No change | 38,140 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.13% | Add +46.3% | 38,072 | $1.7M |
| TRUE Private Wealth Advisors | 0.19% | Reduce -0.1% | 38,038 | $1.7M |
| Integrated Advisors Network LLC | 0.09% | Add +1.8% | 38,034 | $1.7M |
| TrinityPoint Wealth, LLC | 0.26% | Reduce -0.5% | 37,804 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +18.2% | 37,541 | $1.6M |
| Prospera Financial Services Inc | 0.05% | Add +13.3% | 37,530 | $1.6M |
| Perkins Coie Trust Co | 0.38% | Add +5.5% | 37,347 | $1.6M |
| Arlington Trust Co LLC | 0.38% | No change | 37,023 | $1.6M |
| Bank Ozk | 0.70% | Add +0.0% | 36,877 | $1.6M |
| Strategic Investment Solutions, Inc. | 0.52% | — | 34,941 | $1.6M |
| Sunesis Advisors, LLC | 0.95% | Reduce -14.3% | 36,471 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -5.6% | 36,140 | $1.6M |
| Inlet Private Wealth, LLC | 0.43% | Add +1.2% | 35,934 | $1.6M |
| Family Manage LLC | 0.28% | Add +59.5% | 35,933 | $1.6M |
| Sage Mountain Advisors LLC | 0.15% | New | 35,786 | $1.6M |
| Clearstead Advisors, LLC | 0.03% | Add +112.0% | 35,596 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | Add +0.5% | 35,269 | $1.5M |
| Guidance Capital, Inc. | 0.50% | Reduce -0.4% | 32,643 | $1.5M |
| Econ Financial Services Corp | 0.93% | Reduce -25.1% | 34,308 | $1.5M |
| Avalon Capital Management | 0.48% | Add +528.1% | 34,149 | $1.5M |
| Marks Group Wealth Management, Inc | 0.16% | No change | 34,055 | $1.5M |
| Cwm, LLC | 0.01% | Add +6.2% | 34,060 | $1.5M |
| Highline Wealth Partners LLC | 0.56% | Add +1.0% | 33,900 | $1.5M |
| Grant Street Asset Management, Inc. | 0.47% | New | 33,900 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | New | 33,461 | $1.5M |
| Satovsky Asset Management LLC | 0.35% | Reduce -2.7% | 33,392 | $1.5M |
| Holistic Financial Partners | 0.73% | No change | 32,987 | $1.4M |
| Oak Family Advisors, LLC | 0.55% | Add +28.3% | 32,732 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +17.1% | 32,630 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -25.2% | 32,435 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | No change | 32,400 | $1.4M |
| Roundview Capital LLC | 0.11% | Reduce -4.8% | 32,156 | $1.4M |
| Westover Capital Advisors, LLC | 0.36% | Add +4.2% | 32,142 | $1.4M |
| Connective Portfolio Management, LLC | 2.29% | No change | 32,029 | $1.4M |
| Ballew Advisors, Inc | 0.93% | Reduce -0.3% | 30,635 | $1.4M |
| Mosley Wealth Management | 1.19% | Add +2.7% | 31,761 | $1.4M |
| Strategy Asset Managers LLC | 0.31% | New | 38,125 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Reduce -2.1% | 31,505 | $1.4M |
| Simmons Bank | 0.10% | Reduce -2.4% | 31,412 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -50.0% | 31,167 | $1.4M |
| Main Street Financial Solutions, LLC | 0.13% | Add +25.0% | 30,914 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -15.1% | 30,542 | $1.3M |
| Red Door Wealth Management, LLC | 0.23% | Add +22.7% | 30,308 | $1.3M |
| EWG Elevate Inc. | 0.49% | Add +10.1% | 30,244 | $1.3M |
| AlphaStar Capital Management, LLC | 0.12% | Add +4.2% | 30,048 | $1.3M |
| CreativeOne Wealth, LLC | 0.07% | Add +3.1% | 29,857 | $1.3M |
| Trek Financial, LLC | 0.10% | Add +107.9% | 29,792 | $1.3M |
| Bristlecone Advisors, LLC | 0.11% | Add +4.9% | 29,770 | $1.3M |
| Ifrah Financial Services, Inc. | 0.37% | Reduce -1.3% | 29,760 | $1.3M |
| New England Private Wealth Advisors LLC | 0.23% | Add +17.6% | 29,755 | $1.3M |
| Pinkerton Wealth, LLC | 0.20% | Reduce -1.4% | 29,480 | $1.3M |
| United Community Bank | 0.52% | Reduce -3.3% | 29,192 | $1.3M |
| FFG Partners, LLC | 0.54% | Add +6.5% | 29,033 | $1.3M |
| Clearstead Trust, LLC | 0.32% | No change | 28,846 | $1.3M |
| CW Advisors, LLC | 0.02% | Reduce -35.3% | 28,331 | $1.2M |
| Prudential PLC | 0.01% | Reduce -57.9% | 28,281 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -4.8% | 28,275 | $1.2M |
| Austin Private Wealth, LLC | 0.13% | Reduce -6.8% | 28,079 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.0% | 28,021 | $1.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -13.9% | 28,011 | $1.2M |
| Courage Capital Management LLC | 3.61% | No change | 28,000 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -15.7% | 27,765 | $1.2M |
| Montis Financial, LLC | 0.56% | Reduce -13.0% | 27,723 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Reduce -13.8% | 27,697 | $1.2M |
| TPG Advisors LLC | 1.03% | — | 27,507 | $1.2M |
| Nkcfo LLC | 0.66% | No change | 27,450 | $1.2M |
| TD Private Client Wealth LLC | 0.04% | Add +24.1% | 27,403 | $1.2M |
| Callan Capital, LLC | 0.10% | Add +127.3% | 27,338 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.2% | 27,261 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 27,162 | $1.2M |
| PBMares Wealth Management LLC | 0.29% | Reduce -0.8% | 27,152 | $1.2M |
| S.A. Mason LLC | 0.67% | Reduce -0.9% | 26,929 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +9.2% | 26,873 | $1.2M |
| Ayrshire Capital Management LLC | 0.60% | New | 26,801 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -6.7% | 26,788 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -1.6% | 26,327 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.4% | 26,265 | $1.2M |
| Millennium Management | 0.00% | New | 26,230 | $1.2M |
| Garde Capital, Inc. | 0.08% | No change | 26,029 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.42% | Add +7.5% | 25,969 | $1.1M |
| Country Club Bank | 0.08% | Reduce -3.8% | 25,905 | $1.1M |
| Simplify Asset Management Inc. | 0.10% | Reduce -40.1% | 25,892 | $1.1M |
| Americana Partners, LLC | 0.09% | Reduce -3.6% | 25,856 | $1.1M |
| Myecfo, LLC | 0.65% | Reduce -3.5% | 25,850 | $1.1M |
| Vident Advisory, LLC | 0.03% | New | 25,774 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.32% | Reduce -11.0% | 25,549 | $1.1M |
| Vima LLC | 2.47% | Reduce -13.7% | 25,470 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +1.2% | 25,415 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +52.5% | 25,279 | $1.1M |
| Insigneo Advisory Services, LLC | 0.13% | New | 24,469 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +0.8% | 25,227 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.11% | No change | 25,217 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.81% | No change | 25,196 | $1.1M |
| Macroview Investment Management LLC | 1.18% | Reduce -0.7% | 25,112 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -1.8% | 24,601 | $1.1M |
| Bridgewealth Advisory Group, LLC | 0.47% | Add +7.2% | 24,374 | $1.1M |
| Verity Asset Management, Inc. | 0.42% | Reduce -40.8% | 24,329 | $1.1M |
| WealthBridge Capital Management, LLC | 0.35% | Add +1.2% | 24,285 | $1.1M |
| ETF Store, Inc. | 1.10% | Reduce -23.4% | 24,231 | $1.1M |
| Regatta Capital Group, LLC | 0.23% | Reduce -1.7% | 24,146 | $1.1M |
| Lake Street Advisors Group, LLC | 0.05% | Add +5.3% | 24,083 | $1.1M |
| PFG Investments, LLC | 0.08% | Reduce -0.7% | 24,033 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +524.2% | 24,020 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -57.9% | 23,863 | $1.0M |
| FWL Investment Management, LLC | 0.53% | Reduce -26.7% | 23,800 | $1.0M |
| Blossom Wealth Management | 2.27% | Add +10.3% | 23,738 | $1.0M |
| J. W. Coons Advisors, LLC | 0.19% | No change | 23,496 | $1.0M |
| Naviter Wealth, LLC | 0.15% | Add +146.8% | 23,346 | $1.0M |
| Hutchinson Capital Management | 0.21% | New | 23,132 | $1.0M |
| Colony Family Offices, LLC | 0.32% | No change | 22,860 | $1.0M |
| Midwest Financial Group LLC | 0.63% | Reduce -4.1% | 22,623 | $994K |
| Sageworth Trust Co | 0.06% | New | 22,496 | $988K |
| Ascentis Independent Advisors | 0.20% | — | 22,039 | $968K |
| W1M Asset Management Ltd | 0.08% | Add +7.9% | 21,962 | $965K |
| PFG Advisors | 0.07% | Add +1.9% | 21,899 | $962K |
| Burns J W & Co. Inc. | 0.13% | Reduce -0.3% | 21,873 | $961K |
| Terra Nova Asset Management LLC | 0.75% | No change | 21,766 | $956K |
| Interactive Financial Advisors, Inc. | 0.52% | Reduce -3.7% | 21,635 | $950K |
| Compton Wealth Advisory Group, LLC | 0.25% | No change | 21,630 | $950K |
| Worth Financial Advisory Group, LLC | 0.62% | Reduce -1.2% | 21,626 | $950K |
| Lazard Asset Management LLC | 0.00% | Add +8.6% | 21,565 | $947K |
| Relative Value Partners Group, LLC | 0.12% | Reduce -74.0% | 21,530 | $946K |
| Lake Street Private Wealth, LLC | 0.12% | Add +0.7% | 21,530 | $946K |
| Cadent Capital Advisors, LLC | 0.38% | Reduce -0.3% | 21,439 | $942K |
| Alpha Financial Partners LLC | 0.81% | Reduce -0.1% | 21,416 | $941K |
| Private Trust Co. NA | 0.10% | Add +0.6% | 21,390 | $940K |
| Port Capital LLC | 0.05% | No change | 21,350 | $938K |
| Savvy Advisors, Inc. | 0.30% | Add +29.8% | 21,167 | $930K |
| Westside Investment Management, Inc. | 0.21% | Reduce -0.5% | 21,168 | $930K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 21,162 | $930K |
| Wealth Quarterback LLC | 0.52% | Add +7.2% | 20,978 | $922K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -55.6% | 20,937 | $920K |
| Mraz, Amerine & Associates, Inc. | 0.18% | Reduce -5.8% | 20,367 | $895K |
| Avory & Company, LLC | 0.62% | No change | 20,000 | $879K |
| Auxano Advisors, LLC | 0.24% | Reduce -1.5% | 19,973 | $877K |
| Doliver Advisors, LP | 0.24% | Reduce -6.8% | 19,945 | $876K |
| Kanawha Capital Management LLC | 0.07% | Add +54.0% | 19,904 | $874K |
| Signaturefd, LLC | 0.02% | Reduce -1.0% | 19,902 | $874K |
| Bradley & Co. Private Wealth Management, LLC | 0.65% | No change | 19,878 | $873K |
| Regal Investment Advisors LLC | 0.06% | Reduce -15.7% | 19,838 | $871K |
| Natixis Advisors, LLC | 0.00% | Add +9.4% | 19,779 | $869K |
| IFG Advisory, LLC | 0.06% | Add +4.0% | 19,772 | $869K |
| Wealthspire Retirement, LLC | 0.07% | Add +10.4% | 19,742 | $867K |
| Hilltop Holdings Inc. | 0.10% | Reduce -2.0% | 19,719 | $866K |
| Hamilton Capital, LLC | 0.07% | Reduce -24.1% | 19,707 | $866K |
| Titleist Asset Management, LLC | 0.13% | Add +19.1% | 19,700 | $865K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +7.5% | 19,561 | $859K |
| Merit Financial Group, LLC | 0.02% | Add +2.5% | 19,310 | $848K |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +0.1% | 19,037 | $836K |
| Bright Financial Advisors, Inc. | 0.59% | Add +0.3% | 19,027 | $836K |
| Dohj, LLC | 0.21% | Reduce -1.4% | 18,974 | $834K |
| BKM Wealth Management, LLC | 0.40% | Add +185.8% | 18,789 | $825K |
| TAP Consulting, LLC | 0.17% | Reduce -0.7% | 18,685 | $821K |
| Quantinno Capital Management LP | 0.01% | Add +93.8% | 18,649 | $819K |
| Narus Financial Partners, LLC | 0.33% | Reduce -1.8% | 18,567 | $816K |
| Cardiff Park Advisors, LLC | 0.08% | No change | 18,390 | $808K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -13.2% | 18,315 | $805K |
| Norris Perne & French LLP | 0.06% | Reduce -25.6% | 18,302 | $804K |
| Phillips Financial Management, LLC | 0.07% | No change | 18,269 | $803K |
| Moors & Cabot, Inc. | 0.04% | Add +49.8% | 18,242 | $801K |
| Kornitzer Capital Management Inc. | 0.02% | Add +0.1% | 18,106 | $795K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 18,077 | $794K |
| Y.D. More Investments Ltd | 0.08% | New | 18,000 | $791K |
| Cascade Financial Partners, LLC | 0.10% | No change | 17,942 | $788K |
| Wealth Management Associates, Inc. | 0.37% | No change | 17,928 | $788K |
| Hobbs Group Advisors, LLC | 0.30% | — | 17,810 | $782K |
| Silverlake Wealth Management LLC | 0.32% | New | 17,741 | $779K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -4.5% | 17,656 | $776K |
| Kovack Advisors, Inc. | 0.09% | Reduce -14.1% | 17,614 | $774K |
| Sheets Smith Wealth Management | 0.09% | Reduce -7.5% | 17,527 | $770K |
| Authentikos Wealth Advisory, LLC | 0.74% | Add +33.5% | 17,514 | $769K |
| First National Trust Co | 0.03% | No change | 17,447 | $766K |
| Mayflower Financial Advisors, LLC | 0.13% | No change | 17,389 | $764K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +0.3% | 17,346 | $762K |
| Florida Trust Wealth Management Co | 0.03% | Add +3.1% | 17,304 | $760K |
| Divergent Wealth Advisors | 0.15% | Add +11.7% | 17,258 | $758K |
| S&co Inc. | 0.05% | No change | 17,174 | $754K |
| Crosspoint Financial, LLC | 3.06% | No change | 17,056 | $749K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -17.9% | 17,024 | $748K |
| Bank of Nova Scotia | 0.00% | Reduce -4.4% | 16,899 | $742K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 16,821 | $739K |
| Riggs Asset Managment Co. Inc. | 0.22% | Reduce -1.3% | 16,778 | $737K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 16,637 | $733K |
| Wescott Financial Advisory Group, LLC | 0.09% | No change | 16,683 | $733K |
| Mirador Capital Partners LP | 0.14% | Add +13.5% | 16,600 | $729K |
| Western Wealth Management, LLC | 0.05% | Add +21.8% | 16,465 | $723K |
| Principle Wealth Partners LLC | 0.06% | Add +2.9% | 16,459 | $723K |
| Jacobi Capital Management LLC | 0.06% | Add +7.5% | 16,435 | $722K |
| RFG Advisory, LLC | 0.02% | Reduce -15.2% | 16,426 | $722K |
| Mill Capital Management, LLC | 0.06% | New | 16,250 | $714K |
| Vise Technologies, Inc. | 0.13% | New | 16,246 | $714K |
| Mather Group, Llc. | 0.01% | Add +25.3% | 16,843 | $708K |
| Aberdeen Wealth Management LLC | 0.47% | No change | 15,912 | $699K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -17.9% | 15,895 | $698K |
| Savant Capital, LLC | 0.01% | Add +31.4% | 15,793 | $694K |
| World Investment Advisors | 0.04% | New | 15,715 | $690K |
| Ellis Investment Partners, LLC | 0.15% | Add +6.5% | 15,698 | $690K |
| Boston Family Office LLC | 0.05% | Add +67.8% | 15,565 | $684K |
| AQR Capital Management | 0.00% | New | 15,551 | $683K |
| Northcape Wealth Management, LLC | 0.25% | Add +23.9% | 15,535 | $682K |
| Blue Fin Capital, Inc. | 0.14% | No change | 15,508 | $681K |
| Sharp Wealth Advisory, LLC | 0.58% | Add +35.4% | 15,475 | $680K |
| Valeo Financial Advisors, LLC | 0.02% | Add +60.6% | 15,450 | $679K |
| Hanson & Doremus Investment Management | 0.11% | Reduce -6.5% | 15,418 | $677K |
| Emfo, LLC | 0.60% | No change | 15,304 | $672K |
| First Trust Advisors LP | 0.00% | Add +100.9% | 15,179 | $667K |
| Essex Financial Services, Inc. | 0.05% | Add +22.0% | 14,516 | $664K |
| Horan Capital Advisors, LLC. | 0.23% | No change | 15,085 | $663K |
| Tarbox Family Office, Inc. | 0.12% | No change | 15,000 | $659K |
| HRT Financial LP | 0.00% | New | 14,885 | $653K |
| Carnegie Investment Counsel | 0.02% | No change | 14,770 | $649K |
| Independent Advisor Alliance | 0.02% | Add +12.9% | 14,744 | $648K |
| Avaii Wealth Management, LLC | 0.35% | Add +0.9% | 14,565 | $640K |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -22.4% | 14,518 | $638K |
| Marmo Financial Group, LLC | 0.38% | Reduce -5.5% | 14,401 | $633K |
| Intrua Financial, LLC | 0.10% | Reduce -2.7% | 14,250 | $626K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +0.4% | 14,176 | $623K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.6% | 14,162 | $622K |
| Capital Investment Advisors, LLC | 0.01% | Add +9.2% | 14,062 | $618K |
| Access Investment Management LLC | 0.20% | No change | 14,052 | $617K |
| American National Bank & Trust | 0.08% | Add +0.2% | 14,001 | $615K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +4.8% | 13,997 | $615K |
| Venturi Wealth Management, LLC | 0.04% | Add +11.1% | 13,868 | $609K |
| Encompass Wealth Advisors, LLC | 0.16% | No change | 13,825 | $607K |
| KCM Investment Advisors LLC | 0.02% | Add +132.4% | 13,756 | $604K |
| Aprio Wealth Management, LLC | 0.11% | New | 13,743 | $604K |
| Spire Wealth Management | 0.02% | Reduce -35.5% | 13,738 | $604K |
| Old National Bancorp | 0.01% | Reduce -2.8% | 13,704 | $602K |
| Confluence Investment Management LLC | 0.01% | Add +2.9% | 13,685 | $601K |
| Central Bank & Trust Co. | 0.08% | Add +37.6% | 13,598 | $597K |
| Tudor Investment Corporation | 0.01% | Reduce -87.0% | 13,529 | $594K |
| Moneco Advisors, LLC | 0.09% | Reduce -2.1% | 13,431 | $590K |
| Strengthening Families & Communities, LLC | 0.17% | New | 13,416 | $590K |
| Clear Creek Financial Management, LLC | 0.07% | Add +1.5% | 13,425 | $590K |
| Glenmede Trust Co. NA | 0.00% | Reduce -50.6% | 13,393 | $588K |
| Maia Wealth LLC | 0.18% | — | 12,795 | $585K |
| SlateStone Wealth, LLC | 0.06% | No change | 13,324 | $585K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 13,174 | $579K |
| Riverpoint Wealth Management Holdings, LLC | 0.16% | No change | 13,073 | $574K |
| KKM Financial LLC | 0.27% | No change | 13,090 | $573K |
| Grey Ledge Advisors, LLC | 0.16% | Reduce -0.5% | 13,017 | $572K |
| Phoenix Wealth Advisors | 0.29% | Add +6.8% | 12,967 | $570K |
| Ingalls & Snyder LLC | 0.02% | No change | 12,931 | $568K |
| Mission Creek Capital Partners, Inc. | 0.14% | Add +0.7% | 12,927 | $568K |
| Beam Wealth Advisors, Inc. | 0.19% | New | 12,904 | $567K |
| Grove Bank & Trust | 0.09% | No change | 12,868 | $565K |
| Arkadios Wealth Advisors | 0.04% | Add +6.6% | 12,812 | $563K |
| Cordgrass Capital Advisors, LLC | 0.18% | No change | 12,793 | $562K |
| Bleakley Financial Group, LLC | 0.02% | Add +2.5% | 12,751 | $560K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 12,681 | $557K |
| Trustmark Bank Trust Department | 0.04% | Add +6.1% | 12,517 | $550K |
| Community Bank, N.A. | 0.07% | Reduce -0.2% | 12,487 | $549K |
| Hirtle & Co., LLC | 0.03% | No change | 12,402 | $545K |
| Wealthgate Family Office, LLC | 1.33% | No change | 12,312 | $541K |
| Andina Capital Management, LLC | 0.41% | Reduce -18.6% | 12,271 | $539K |
| TCW Group Inc. | 0.00% | Reduce -2.9% | 12,165 | $534K |
| Bison Wealth, LLC | 0.09% | No change | 12,710 | $534K |
| PDS Planning, Inc | 0.05% | Add +0.1% | 12,088 | $531K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -41.5% | 11,865 | $530K |
| Arrowroot Family Office, LLC | 0.34% | Reduce -0.5% | 12,047 | $529K |
| Keebeck Wealth Management | 0.08% | No change | 12,025 | $528K |
| Sterling Investment Advisors LLC | 0.32% | Reduce -4.0% | 12,003 | $527K |
| MBL Wealth, LLC | 0.06% | No change | 12,000 | $527K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Reduce -7.2% | 11,987 | $527K |
| Betterment LLC | 0.00% | Add +11.7% | 11,712 | $515K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +49.3% | 11,714 | $515K |
| Sachetta, LLC | 0.22% | Add +5.3% | 11,280 | $513K |
| Belpointe Asset Management LLC | 0.04% | Reduce -46.0% | 11,638 | $511K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 11,575 | $508K |
| Appleton Partners Inc. | 0.04% | Reduce -10.2% | 11,557 | $508K |
| Texas Yale Capital Corp. | 0.02% | Add +15.2% | 11,537 | $507K |
| Colonial Trust Co / SC | 0.09% | Add +0.9% | 11,476 | $504K |
| Principal Securities, Inc. | 0.01% | Add +8.2% | 11,361 | $499K |
| Wealthgarden F.S. LLC | 0.53% | — | 11,354 | $499K |
| Mosaic Family Wealth Partners, LLC | 0.08% | No change | 11,257 | $495K |
| Werba Rubin Papier Wealth Management | 0.14% | Reduce -0.1% | 11,234 | $494K |
| Signal Advisors Wealth, LLC | 1.08% | Reduce -90.8% | 11,200 | $492K |
| Winch Advisory Services, LLC | 0.14% | No change | 11,186 | $491K |
| M Holdings Securities, Inc. | 0.06% | Reduce -70.3% | 11,150 | $490K |
| Pinnacle Bancorp, Inc. | 0.14% | New | 11,117 | $488K |
| Silvia McColl Wealth Management, LLC | 0.40% | No change | 11,071 | $486K |
| Hancock Whitney Corp. | 0.02% | No change | 11,018 | $484K |
| West Paces Advisors Inc. | 0.13% | No change | 11,015 | $484K |
| Asset Dedication, LLC | 0.03% | Add +2.0% | 10,968 | $482K |
| Independent Wealth Network Inc. | 0.22% | Reduce -7.0% | 10,846 | $476K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.1% | 10,844 | $476K |
| Bogart Wealth, LLC | 0.02% | Add +0.2% | 10,812 | $475K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -8.6% | 10,784 | $474K |
| True North Advisors, LLC | 0.13% | New | 10,650 | $468K |
| Capital Advisors Inc. | 0.01% | Add +14.0% | 10,646 | $468K |
| Clarity Financial LLC | 0.07% | Reduce -20.7% | 10,641 | $467K |
| Viewpoint Capital Management LLC | 0.29% | No change | 10,639 | $467K |
| Petra Financial Advisors Inc. | 0.34% | No change | 10,606 | $466K |
| FFT Wealth Management LLC | 0.04% | Add +25.5% | 10,471 | $460K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.9% | 10,445 | $459K |
| Tradition Wealth Management, LLC | 0.04% | No change | 10,233 | $450K |
| Inspirion Wealth Advisors, LLC | 0.07% | No change | 10,193 | $448K |
| Quantum Portfolio Management LLC | 0.26% | Reduce -0.6% | 10,179 | $447K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 10,166 | $447K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -4.8% | 10,018 | $440K |
| Hengehold Capital Management LLC | 0.05% | No change | 10,000 | $439K |
| Mid-American Wealth Advisory Group, Inc. | 0.28% | Reduce -2.3% | 9,959 | $437K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -0.4% | 9,835 | $432K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +0.5% | 9,773 | $429K |
| Staley Capital Advisers Inc. | 0.02% | No change | 9,728 | $427K |
| Woodward Diversified Capital, LLC | 0.25% | Reduce -17.1% | 9,695 | $426K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -1.6% | 9,675 | $425K |
| Mission Wealth Management, LP | 0.01% | Reduce -10.8% | 9,622 | $423K |
| Waverly Advisors, LLC | 0.01% | Add +1.8% | 9,590 | $421K |
| Black Diamond Financial, LLC | 0.08% | Reduce -16.4% | 9,584 | $421K |
| DMC Group, LLC | 0.36% | Add +4.7% | 9,531 | $419K |
| Capital Planning Advisors, LLC | 0.07% | Reduce -10.5% | 9,524 | $418K |
| Citizens National Bank Trust Department | 0.09% | Add +55.9% | 9,517 | $418K |
| Choate Investment Advisors | 0.01% | No change | 9,517 | $418K |
| Facet Wealth, Inc. | 0.01% | Add +49.7% | 9,189 | $418K |
| Williams & Novak, LLC | 0.39% | Add +0.1% | 9,509 | $418K |
| Integrated Investment Consultants, LLC | 0.11% | No change | 9,914 | $416K |
| Csenge Advisory Group | 0.02% | Add +39.1% | 9,438 | $415K |
| StoneX Group Inc. | 0.03% | Add +18.4% | 9,400 | $413K |
| Catawba River Capital | 0.25% | Reduce -1.2% | 9,363 | $411K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,324 | $410K |
| Smith & Howard Wealth Management, LLC | 0.12% | No change | 9,269 | $407K |
| First Financial Bankshares Inc | 0.01% | Reduce -17.7% | 9,080 | $399K |
| Strategic Financial Concepts, LLC | 0.23% | Add +49.2% | 27,806 | $399K |
| Patten & Patten Inc. | 0.03% | No change | 9,013 | $396K |
| Berkeley Capital Partners, LLC | 0.12% | Reduce -3.3% | 9,002 | $395K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 9,000 | $395K |
| Councilor Wealth, LLC | 0.20% | No change | 8,950 | $393K |
| Sharper & Granite LLC | 0.19% | Add +9.6% | 8,950 | $393K |
| Endowment Wealth Management, Inc. | 0.29% | Reduce -1.6% | 8,935 | $393K |
| Southland Equity Partners LLC | 0.11% | Add +0.6% | 8,925 | $392K |
| Waypoint Capital Advisors, LLC | 0.10% | Add +0.1% | 8,913 | $392K |
| Transcend Capital Advisors, LLC | 0.03% | Add +2.3% | 8,897 | $391K |
| McAdam, LLC | 0.02% | Reduce -13.2% | 8,851 | $389K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -14.0% | 8,850 | $389K |
| Park Avenue Securities LLC | 0.00% | Add +63.8% | 8,827 | $388K |
| DGS Capital Management, LLC | 0.11% | Add +3.2% | 8,821 | $388K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +0.3% | 8,812 | $387K |
| Valmark Advisers, Inc. | 0.01% | Add +2.5% | 8,682 | $381K |
| First Hawaiian Bank | 0.01% | Reduce -31.3% | 8,630 | $379K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 8,513 | $374K |
| First Nebraska Trust Co | 0.04% | No change | 8,500 | $373K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 8,489 | $373K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 8,466 | $372K |
| First PREMIER Bank | 0.10% | Add +3.7% | 8,414 | $370K |
| Integral Investment Advisors, Inc. | 0.14% | Add +0.5% | 8,395 | $369K |
| Beacon Capital Management, LLC | 0.07% | Add +165.8% | 8,400 | $369K |
| Larson Financial Group LLC | 0.02% | Add +2.3% | 8,310 | $365K |
| Essex Bank | 0.10% | Reduce -9.5% | 8,300 | $365K |
| Ashford Capital Management Inc. | 0.05% | Reduce -12.9% | 8,264 | $363K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -24.4% | 8,261 | $363K |
| Benchmark Investment Advisors LLC | 0.26% | Reduce -3.8% | 8,200 | $360K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -10.0% | 8,187 | $360K |
| Great Diamond Partners, LLC | 0.08% | Reduce -0.1% | 8,170 | $359K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.6% | 8,169 | $359K |
| Kiely Wealth Advisory Group, Inc. | 0.20% | Add +52.2% | 7,781 | $356K |
| Arkansas Financial Group, Inc. | 0.06% | No change | 8,030 | $353K |
| Stegent Equity Advisors, Inc. | 0.37% | Reduce -3.3% | 8,024 | $352K |
| Greenleaf Trust | 0.00% | Add +48.0% | 8,008 | $352K |
| Tidal Investments LLC | 0.00% | No change | 7,976 | $350K |
| Journey Advisory Group, LLC | 0.04% | Add +2.6% | 7,960 | $350K |
| Farmers Trust Co. | 0.07% | No change | 7,846 | $345K |
| AA Financial Advisors, LLC | 0.12% | Add +13.6% | 7,844 | $345K |
| Future Financial Wealth Managment LLC | 0.30% | No change | 7,800 | $343K |
| Advus Financial Partners, LLC | 0.10% | Reduce -0.0% | 7,797 | $343K |
| Meritage Portfolio Management | 0.02% | Reduce -15.7% | 7,760 | $341K |
| Strategies Wealth Advisors, LLC | 0.05% | No change | 7,752 | $341K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 7,684 | $338K |
| GeoWealth Management, LLC | 0.01% | Add +29.7% | 7,665 | $337K |
| Tacita Capital Inc | 0.24% | No change | 7,662 | $337K |
| ABLE Financial Group, LLC | 0.12% | New | 7,660 | $337K |
| First American Bank | 0.03% | No change | 7,634 | $335K |
| WASHINGTON TRUST Co | 0.01% | Add +1.0% | 7,582 | $333K |
| Howard Financial Services, LTD. | 0.05% | Add +4.4% | 7,554 | $332K |
| First City Capital Management, Inc. | 0.19% | No change | 7,543 | $331K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -8.3% | 7,535 | $331K |
| Arrien Investments, Inc. | 0.26% | No change | 7,500 | $329K |
| Advance Capital Management, Inc. | 0.02% | Add +36.2% | 7,448 | $327K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -0.7% | 7,400 | $325K |
| Lakeridge Wealth Management LLC | 0.19% | No change | 7,372 | $324K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.5% | 7,321 | $322K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.2% | 7,302 | $321K |
| New Republic Capital, LLC | 0.16% | New | 7,286 | $320K |
| Twin Lakes Capital Management, LLC | 0.22% | No change | 7,276 | $320K |
| Orcam Financial Group | 0.34% | Reduce -12.9% | 7,264 | $319K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.9% | 7,245 | $318K |
| Aspiriant, LLC | 0.01% | Add +0.1% | 7,199 | $316K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 7,516 | $316K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +14.6% | 7,136 | $313K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 7,118 | $313K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 7,112 | $312K |
| Balboa Wealth Partners | 0.08% | New | 7,105 | $312K |
| Solidarity Wealth, LLC | 0.09% | No change | 7,087 | $311K |
| Cambridge Advisors Inc. | 0.07% | Add +1.8% | 6,952 | $305K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +15.1% | 6,947 | $305K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -30.6% | 6,929 | $304K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -4.0% | 6,920 | $304K |
| Dopkins Wealth Management, LLC | 0.18% | Reduce -8.0% | 6,913 | $304K |
| Indiana Trust & Investment Management Co | 0.11% | No change | 6,885 | $302K |
| Durante & Waters, LLC | 0.27% | Add +3.1% | 6,870 | $302K |
| Koa Wealth Management, LLC | 0.25% | Reduce -3.5% | 6,863 | $301K |
| Nemes Rush Group LLC | 0.04% | No change | 6,852 | $301K |
| Capital Analysts, LLC | 0.01% | Add +57.1% | 6,817 | $300K |
| Sound Stewardship, LLC | 0.18% | No change | 6,764 | $297K |
| Wynn Capital, LLC | 0.22% | No change | 6,646 | $292K |
| DLK Investment Management, LLC | 0.12% | No change | 6,641 | $292K |
| Crumly & Associates Inc. | 0.08% | No change | 6,560 | $288K |
| Liberty Wealth Management LLC | 0.05% | Reduce -5.4% | 6,549 | $288K |
| Burke & Herbert Bank & Trust Co. | 0.07% | New | 6,544 | $287K |
| Pullen Investment Management, LLC | 0.24% | Reduce -0.6% | 6,504 | $286K |
| First National Bank Sioux Falls | 0.15% | No change | 6,500 | $286K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 6,500 | $286K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 6,500 | $286K |
| Money Concepts Capital Corp. | 0.02% | New | 6,488 | $285K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.3% | 6,482 | $285K |
| TCP Asset Management, LLC | 0.07% | No change | 6,477 | $285K |
| Certuity, LLC | 0.02% | New | 6,468 | $284K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 6,457 | $284K |
| Manchester Capital Management LLC | 0.03% | No change | 6,425 | $282K |
| Schrum Private Wealth Management LLC | 0.25% | No change | 6,415 | $282K |
| XML Financial, LLC | 0.03% | Add +0.8% | 6,372 | $280K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 6,367 | $280K |
| Transform Wealth, LLC | 0.02% | Add +9.2% | 6,362 | $279K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -0.2% | 6,280 | $276K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 6,265 | $275K |
| Van Eck Associates Corp. | 0.00% | No change | 6,254 | $275K |
| Sovereign Financial Group, Inc. | 0.07% | Add +1.1% | 6,152 | $270K |
| Clay Northam Wealth Management, LLC | 0.20% | No change | 6,148 | $270K |
| Sandy Cove Advisors, LLC | 0.12% | No change | 6,135 | $270K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.5% | 6,130 | $269K |
| JB Capital LLC | 0.02% | Add +0.9% | 6,130 | $269K |
| Franklin Street Advisors Inc. | 0.02% | Reduce -9.4% | 6,090 | $268K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | No change | 6,099 | $268K |
| Aries Wealth Management | 0.08% | No change | 6,080 | $267K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -40.6% | 6,075 | $267K |
| Founders Financial Securities LLC | 0.03% | New | 6,055 | $266K |
| NewEdge Wealth, LLC | 0.01% | Reduce -68.5% | 6,046 | $266K |
| Summit Global Investments | 0.02% | No change | 6,035 | $265K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -38.1% | 6,023 | $265K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.0% | 6,021 | $265K |
| Foundation Wealth Management, LLC | 0.21% | No change | 5,999 | $264K |
| Maripau Wealth Management LLC | 0.18% | Add +4.0% | 5,990 | $263K |
| Founders Financial Alliance, LLC | 0.08% | Add +16.6% | 5,986 | $263K |
| Hollencrest Capital Management | 0.01% | No change | 5,850 | $257K |
| NWF Advisory Services Inc. | 0.04% | No change | 5,812 | $255K |
| Valicenti Advisory Services Inc. | 0.07% | New | 5,800 | $255K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -2.8% | 5,800 | $255K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -2.9% | 5,776 | $254K |
| Verus Capital Partners, LLC | 0.03% | Add +0.9% | 5,764 | $253K |
| Fisher Asset Management | 0.00% | Reduce -12.8% | 5,719 | $251K |
| Kathleen S. Wright Associates Inc. | 0.12% | Reduce -2.6% | 5,715 | $251K |
| SVB Wealth LLC | 0.01% | Add +2.1% | 5,712 | $251K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,709 | $251K |
| Blue Chip Partners, LLC | 0.02% | No change | 5,665 | $249K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -1.0% | 5,618 | $247K |
| Alpha Cubed Investments, LLC | 0.01% | New | 5,603 | $246K |
| BlueChip Wealth Advisors LLC | 0.14% | Reduce -5.1% | 5,602 | $246K |
| Catalina Capital Group, LLC | 0.09% | No change | 5,550 | $244K |
| Diversified Trust Co. | 0.01% | No change | 5,543 | $244K |
| Kingfisher Capital LLC | 0.06% | Reduce -0.1% | 5,530 | $243K |
| Realta Investment Advisors | 0.05% | No change | 5,525 | $243K |
| Summit Wealth Partners, LLC | 0.05% | No change | 5,515 | $242K |
| Empirical Asset Management, LLC | 0.09% | Reduce -83.9% | 5,505 | $242K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -0.1% | 5,505 | $242K |
| Sanders Morris Harris LLC | 0.04% | New | 5,498 | $242K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +4.5% | 5,465 | $240K |
| Lanark Financial, Inc. | 0.02% | Reduce -62.0% | 5,454 | $239K |
| Mechanics Financial Corp | 0.12% | No change | 5,423 | $238K |
| Prentiss Smith & Co. Inc. | 0.17% | No change | 5,414 | $238K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +1.7% | 5,362 | $236K |
| BluePointe Capital Management, LLC | 0.16% | No change | 5,340 | $235K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 5,250 | $231K |
| Fiduciary Family Office, LLC | 0.09% | No change | 5,249 | $231K |
| Harbor Investment Advisory, LLC | 0.02% | Add +13.4% | 5,246 | $230K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 5,232 | $230K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -33.4% | 5,194 | $228K |
| Investment Advisory Group, LLC | 0.09% | No change | 5,193 | $228K |
| Envision Financial Planning, LLC | 0.17% | No change | 5,192 | $228K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -40.4% | 5,200 | $228K |
| Carrera Capital Advisors | 0.07% | — | 5,161 | $227K |
| Virtue Capital Management, LLC | 0.04% | Reduce -13.5% | 4,970 | $226K |
| Fca Corp. | 0.07% | Reduce -27.9% | 5,130 | $225K |
| Presidio Capital Management, LLC | 0.16% | New | 5,120 | $225K |
| Center For Asset Management LLC | 0.15% | New | 5,120 | $225K |
| International Private Wealth Advisors LLC | 0.38% | Reduce -10.5% | 5,111 | $225K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -8.2% | 5,108 | $224K |
| Guardian Capital Advisors LP | 0.02% | No change | 5,000 | $224K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 5,094 | $224K |
| CGN Advisors LLC | 0.03% | Reduce -18.0% | 5,087 | $223K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -3.4% | 5,081 | $223K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 5,051 | $222K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -35.8% | 5,042 | $222K |
| Lesa Sroufe & Co | 0.21% | No change | 5,025 | $221K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,012 | $220K |
| West Branch Capital LLC | 0.08% | No change | 5,000 | $220K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 5,000 | $220K |
| Citizens Financial Group Inc. | 0.00% | New | 4,994 | $219K |
| First Heartland Consultants, Inc. | 0.02% | New | 7,993 | $219K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,735 | $219K |
| Sfm, LLC | 0.16% | No change | 4,951 | $217K |
| Seaview Investment Managers LLC | 0.06% | Reduce -4.4% | 4,905 | $215K |
| SageView Advisory Group, LLC | 0.01% | New | 4,897 | $215K |
| Certified Advisory Corp | 0.03% | Reduce -10.8% | 4,871 | $214K |
| Bourgeon Capital Management LLC | 0.04% | No change | 4,846 | $213K |
| Saxon Interests, Inc. | 0.10% | No change | 4,836 | $212K |
| Westwood Holdings Group Inc. | 0.00% | No change | 4,792 | $211K |
| International Assets Investment Management, LLC | 0.02% | No change | 4,734 | $208K |
| One Charles Private Wealth Services, LLC | 0.09% | New | 4,729 | $208K |
| Gould Capital, LLC | 0.15% | Reduce -0.3% | 4,708 | $207K |
| NDVR, Inc. | 0.21% | New | 4,674 | $205K |
| Centennial Wealth Advisory LLC | 0.09% | New | 4,665 | $205K |
| Pillar Wealth Advisors, LLC | 0.25% | New | 4,662 | $205K |
| Hillcrest Wealth Advisors - NY, LLC | 0.11% | New | 4,650 | $204K |
| Klingman & Associates, LLC | 0.01% | New | 4,650 | $204K |
| Pin Oak Investment Advisors Inc. | 0.20% | No change | 4,636 | $204K |
| Guidance Point Advisors, LLC | 0.07% | New | 4,622 | $203K |
| Insight 2811, Inc. | 0.11% | New | 4,620 | $203K |
| Awm Capital, LLC | 0.03% | New | 4,603 | $202K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -11.3% | 4,596 | $202K |
| HUB Investment Partners, LLC | 0.01% | New | 4,566 | $201K |
| Tyler-Stone Wealth Management | 0.08% | No change | 4,505 | $198K |
| Clear Investment Research, LLC | 0.26% | Add +116.0% | 4,454 | $196K |
| ORG Partners LLC | 0.02% | New | 4,124 | $182K |
| Advantage Trust Co | 0.13% | No change | 4,102 | $180K |
| Battery Global Advisors, LLC | 0.12% | Reduce -99.2% | 322 | $176K |
| Fortitude Family Office, LLC | 0.10% | No change | 3,995 | $176K |
| Triad Wealth Partners, LLC | 0.09% | New | 3,980 | $175K |
| Main Street Group, LTD | 0.08% | Reduce -0.5% | 3,703 | $163K |
| Balefire, LLC | 0.06% | Reduce -2.0% | 3,641 | $160K |
| Fifth Third Bancorp | 0.00% | Reduce -27.6% | 3,582 | $157K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 3,565 | $157K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +16.7% | 3,500 | $154K |
| WR Wealth Planners, LLC | 0.04% | Reduce -7.3% | 3,324 | $146K |
| Parkside Financial Bank & Trust | 0.02% | New | 3,305 | $145K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -31.4% | 3,214 | $141K |
| Sandy Spring Bank | 0.01% | Reduce -3.2% | 3,211 | $141K |
| Acropolis Investment Management, LLC | 0.01% | No change | 3,145 | $138K |
| Continuum Advisory, LLC | 0.02% | Add +0.3% | 3,121 | $137K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 3,014 | $132K |
| WealthCollab, LLC | 0.09% | No change | 3,000 | $132K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,968 | $130K |
| Rothschild Investment LLC | 0.01% | Add +31.9% | 2,928 | $129K |
| Caitlin John, LLC | 0.09% | Reduce -5.9% | 2,889 | $127K |
| Colonial Trust Advisors | 0.01% | Reduce -0.8% | 2,848 | $125K |
| Financial Perspectives, Inc | 0.04% | No change | 2,753 | $121K |
| Trust Co. of Vermont | 0.01% | Add +24.1% | 2,742 | $120K |
| Bruce G. Allen Investments, LLC | 0.10% | No change | 2,709 | $119K |
| First Pacific Financial | 0.03% | Reduce -1.6% | 2,685 | $118K |
| Horizons Wealth Management | 0.09% | Reduce -4.2% | 2,584 | $117K |
| Stephens Consulting, LLC | 0.03% | Reduce -4.5% | 2,655 | $117K |
| Kelly Financial Services LLC | 0.04% | Reduce -6.1% | 2,617 | $115K |
| Tidemark, LLC | 0.05% | Reduce -45.4% | 2,613 | $115K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 2,500 | $110K |
| Cromwell Holdings LLC | 0.06% | — | 2,438 | $107K |
| Sound Income Strategies, LLC | 0.01% | Reduce -33.0% | 2,384 | $105K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -8.8% | 2,355 | $103K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -81.0% | 2,277 | $100K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.5% | 2,273 | $100K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -23.1% | 2,168 | $95K |
| Oakworth Capital, Inc. | 0.01% | Add +89.7% | 2,151 | $94K |
| Voisard Asset Management Group, Inc. | 0.05% | Add +105.8% | 2,120 | $93K |
| Tsfg, LLC | 0.02% | Reduce -0.8% | 2,113 | $93K |
| DT Investment Partners, LLC | 0.01% | Add +2.7% | 2,103 | $92K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,000 | $88K |
| M&R Capital Management Inc. | 0.02% | No change | 2,000 | $88K |
| First United Bank & Trust | 0.03% | No change | 1,902 | $84K |
| SouthState Bank Corp | 0.01% | Reduce -71.5% | 1,887 | $83K |
| Eagle Bay Advisors LLC | 0.05% | Add +25942.9% | 1,823 | $80K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,812 | $80K |
| Burkett Financial Services, LLC | 0.04% | No change | 1,815 | $80K |
| Headlands Technologies LLC | 0.01% | New | 1,724 | $76K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,698 | $75K |
| Avondale Wealth Management | 0.05% | No change | 1,608 | $71K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -3.2% | 1,590 | $70K |
| Caldwell Trust Co | 0.01% | No change | 1,576 | $69K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $69K |
| CNB Bank | 0.03% | No change | 1,530 | $67K |
| Creative Financial Designs Inc. | 0.01% | Add +5.5% | 1,528 | $67K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,500 | $66K |
| Stone House Investment Management, LLC | 0.02% | Reduce -10.6% | 1,482 | $65K |
| Tompkins Financial Corp. | 0.01% | No change | 1,453 | $64K |
| Zions Bancorporation, N.A. | 0.01% | Add +32.9% | 1,442 | $63K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 1,444 | $63K |
| Montag A & Associates Inc. | 0.00% | Add +38.3% | 1,383 | $61K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,319 | $58K |
| Coppell Advisory Solutions LLC | 0.01% | — | 1,307 | $57K |
| Accordant Advisory Group Inc | 0.06% | Reduce -66.7% | 1,300 | $57K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -17.2% | 1,220 | $54K |
| Transcendent Capital Group LLC | 0.03% | Reduce -97.2% | 1,192 | $52K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 1,147 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -63.1% | 1,105 | $49K |
| MCF Advisors LLC | 0.00% | No change | 1,077 | $47K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,045 | $46K |
| Missouri Trust & Investment Co | 0.02% | Reduce -12.6% | 1,043 | $46K |
| Barrett & Company, Inc. | 0.02% | No change | 1,000 | $44K |
| McIlrath & Eck, LLC | 0.01% | No change | 994 | $44K |
| Godsey & Gibb, Inc. | 0.00% | Add +84.3% | 977 | $43K |
| Cornerstone Planning Group LLC | 0.01% | No change | 940 | $43K |
| Chris Bulman Inc | 0.03% | — | 969 | $43K |
| Global Financial Private Client, LLC | 0.02% | No change | 934 | $41K |
| Smithfield Trust Co | 0.00% | No change | 925 | $41K |
| Bellevue Asset Management, LLC | 0.02% | No change | 931 | $41K |
| Hexagon Capital Partners LLC | 0.01% | No change | 928 | $41K |
| Financial Freedom, LLC | 0.02% | No change | 875 | $38K |
| Avion Wealth | 0.01% | No change | 869 | $38K |
| Abound Wealth Management | 0.01% | Reduce -32.4% | 856 | $38K |
| Center for Financial Planning, Inc. | 0.01% | No change | 850 | $37K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 849 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.1% | 810 | $36K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 810 | $36K |
| Pacifica Partners Inc. | 0.02% | New | 796 | $35K |
| Pingora Partners LLC | 0.02% | No change | 784 | $34K |
| Opal Wealth Advisors, LLC | 0.01% | New | 782 | $34K |
| HM Payson & Co. | 0.00% | Reduce -5.3% | 761 | $33K |
| Blume Capital Management, Inc. | 0.01% | No change | 750 | $33K |
| Roble, Belko & Company, Inc | 0.01% | No change | 729 | $32K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 725 | $32K |
| First Financial Corp. | 0.02% | No change | 715 | $31K |
| SJS Investment Consulting Inc. | 0.01% | No change | 712 | $31K |
| Founders Capital Management | 0.02% | No change | 710 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 708 | $31K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -68.4% | 703 | $31K |
| Global Trust Asset Management, LLC | 0.01% | Add +250.0% | 700 | $31K |
| Private Ocean, LLC | 0.00% | No change | 700 | $31K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 670 | $29K |
| NFSG Corp | 0.01% | Add +27.7% | 613 | $27K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $26K |
| Clear Point Advisors Inc. | 0.02% | No change | 582 | $26K |
| Legacy Bridge, LLC | 0.01% | No change | 579 | $25K |
| Hoey Investments, Inc. | 0.00% | New | 575 | $25K |
| GAMMA Investing LLC | 0.00% | Reduce -3.6% | 559 | $25K |
| GoalVest Advisory LLC | 0.01% | Add +120.0% | 550 | $24K |
| Valued Wealth Advisors LLC | 0.02% | No change | 507 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 500 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -51.8% | 496 | $22K |
| Breakwater Investment Management | 0.01% | No change | 460 | $20K |
| Optimum Investment Advisors | 0.01% | No change | 450 | $20K |
| Compass Wealth Management LLC | 0.00% | New | 415 | $18K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 411 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 381 | $17K |
| Old Second National Bank of Aurora | 0.00% | No change | 375 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 355 | $16K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Add +96.0% | 343 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 337 | $15K |
| Investors Research Corp | 0.00% | Reduce -19.5% | 335 | $15K |
| Ruedi Wealth Management, Inc. | 0.01% | New | 330 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 305 | $13K |
| Centennial Bank | 0.01% | No change | 300 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 309 | $13K |
| Chelsea Counsel Co. | 0.01% | No change | 291 | $13K |
| Tucker Asset Management LLC | 0.00% | Reduce -24.0% | 263 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 252 | $11K |
| Main Management LLC | 0.00% | No change | 250 | $11K |
| Dunhill Financial, LLC | 0.01% | No change | 250 | $11K |
| Creekmur Asset Management LLC | 0.00% | Add +56.3% | 250 | $11K |
| Louisbourg Investments Inc. | 0.00% | No change | 225 | $10K |
| West Oak Capital, LLC | 0.00% | No change | 207 | $9K |
| Chilton Capital Management LLC | 0.00% | Reduce -62.4% | 201 | $9K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 200 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 195 | $9K |
| Unique Wealth Strategies, LLC | 0.00% | New | 200 | $8K |
| Park Place Capital Corp | 0.00% | No change | 173 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 169 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 161 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 160 | $7K |
| WFA of San Diego, LLC | 0.01% | — | 150 | $7K |
| Concord Wealth Partners | 0.00% | No change | 144 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 142 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -17.2% | 140 | $6K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 132 | $6K |
| Bare Financial Services, Inc | 0.00% | No change | 124 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 130 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 130 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -7.4% | 125 | $5K |
| Bray Capital Advisors | 0.00% | No change | 125 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 107 | $5K |
| SWS Partners | 0.00% | New | 105 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 85 | $4K |
| Ridgewood Investments LLC | 0.00% | New | 91 | $4K |
| TD Capital Management LLC | 0.00% | No change | 80 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 69 | $3K |
| Archer Investment Corp | 0.00% | No change | 65 | $3K |
| Ironwood Wealth Management, LLC. | 0.00% | Reduce -33.7% | 59 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 55 | $2K |
| Princeton Global Asset Management LLC | 0.00% | New | 48 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 42 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 40 | $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% | No change | 19 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 22 | $967 |
| Rakuten Securities, Inc. | 0.00% | Reduce -93.3% | 21 | $923 |
| Raleigh Capital Management Inc. | 0.00% | No change | 8 | $351 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $264 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -97.1% | 43 | $65 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $44 |
| CKW Financial Group | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.