iShares Gold TrustIAUETF
13F holders, Q3 2024 (September 30)1,224holders +55
102new positions
48sold out
5famous investors
$49.70avg. 13F price*
At the end of Q3 2024, 1,224 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 55 from Q2 2024. 102 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.6B), FMR LLC ($1.1B) and Morgan Stanley ($1.1B). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $229.1M |
| Exits | 48 | $45.6M |
All 13F filers, Q2 2024 → Q3 2024: 15,071,715 shares bought and 33,957,131 shares sold, net −18,885,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,224 holders
| Bank of America Corp. | 0.14% | Reduce -1.4% | 31,987,661 | $1.6B |
| FMR LLC | 0.07% | Add +0.3% | 23,065,092 | $1.1B |
| Morgan Stanley | 0.08% | Reduce -1.0% | 21,658,106 | $1.1B |
| Sumitomo Mitsui Trust Group, Inc. | 0.63% | Add +0.8% | 18,152,535 | $902.2M |
| Empower Advisory Group, LLC | 2.51% | Add +0.8% | 14,921,731 | $741.6M |
| JPMorgan Chase & Co. | 0.04% | Add +9.6% | 11,217,258 | $557.5M |
| Wells Fargo & Company | 0.13% | Add +2.3% | 11,104,864 | $551.9M |
| Alliancebernstein L.P. | 0.15% | Reduce -1.7% | 8,741,799 | $434.5M |
| UBS Group AG | 0.11% | Reduce -2.9% | 7,836,792 | $389.5M |
| LPL Financial LLC | 0.14% | Add +0.3% | 6,377,347 | $317.0M |
| WealthNavi Inc. | 3.29% | Add +4.2% | 5,782,790 | $287.4M |
| Ameriprise Financial Inc. | 0.07% | Add +2.8% | 5,350,542 | $266.3M |
| Raymond James & Associates | 0.13% | Add +11.6% | 4,337,296 | $215.6M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Reduce -2.9% | 4,143,602 | $205.9M |
| BlackRock, Inc. | 0.00% | — | 3,956,017 | $196.6M |
| HighTower Advisors, LLC | 0.28% | Reduce -2.3% | 3,769,822 | $187.3M |
| Royal Bank of Canada | 0.04% | Reduce -0.1% | 3,588,120 | $178.3M |
| Packer & Co Ltd | 60.45% | No change | 3,585,100 | $178.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.9% | 3,583,931 | $178.1M |
| Cerity Partners LLC | 0.36% | Add +4.2% | 3,244,343 | $161.2M |
| Keybank National Association | 0.61% | Add +2.6% | 3,157,953 | $157.0M |
| Commonwealth Equity Services, LLC | 0.23% | Add +0.8% | 3,062,509 | $152.2M |
| Northern Trust Corp. | 0.02% | Add +9.1% | 2,949,045 | $146.6M |
| Truist Financial Corp. | 0.21% | Add +7.6% | 2,652,851 | $131.8M |
| Equitable Trust Co. | 8.22% | Reduce -1.4% | 2,577,697 | $128.1M |
| CIBC Private Wealth Group LLC | 0.21% | Add +5.2% | 2,361,987 | $117.4M |
| Captrust Financial Advisors | 0.32% | Add +5.3% | 2,182,410 | $108.5M |
| Proficio Capital Partners LLC | 10.64% | Add +0.4% | 2,153,091 | $107.0M |
| Tocqueville Asset Management L.P. | 1.58% | Reduce -1.3% | 2,023,770 | $100.6M |
| GM Advisory Group, LLC | 6.00% | Add +0.2% | 2,014,927 | $100.1M |
| Quadrature Capital Ltd | 2.17% | New | 1,927,978 | $95.8M |
| Baird Financial Group, Inc. | 0.18% | Reduce -6.8% | 1,833,969 | $91.1M |
| Arnhold LLC | 8.48% | No change | 1,757,254 | $87.3M |
| Stifel Financial Corp. | 0.09% | Add +3.6% | 1,706,096 | $84.8M |
| Chevy Chase Trust Holdings, LLC | 0.26% | Add +4.1% | 1,703,211 | $84.6M |
| Moon Capital Management LP | 56.10% | No change | 1,559,604 | $77.5M |
| Rockefeller Capital Management L.P. | 0.20% | Add +12.4% | 1,493,820 | $74.2M |
| CENTRAL TRUST Co | 1.71% | Reduce -2.2% | 1,468,441 | $73.0M |
| First Command Advisory Services, Inc. | 0.67% | Reduce -0.6% | 1,399,930 | $69.6M |
| Forbes J M & Co. LLP | 6.72% | Reduce -0.4% | 1,384,211 | $68.8M |
| AlTi Global, Inc. | 1.53% | Add +3.0% | 1,277,133 | $63.5M |
| Franklin Resources Inc. | 0.02% | Add +0.7% | 1,256,447 | $62.9M |
| Mariner, LLC | 0.11% | Reduce -0.5% | 1,247,925 | $62.0M |
| Cresset Asset Management, LLC | 0.24% | Reduce -3.8% | 1,241,101 | $61.7M |
| Tanglewood Wealth Management, Inc. | 7.01% | Add +1.4% | 1,224,901 | $60.9M |
| Neuberger Berman Group LLC | 0.05% | Reduce -0.1% | 1,211,325 | $60.2M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +4.5% | 1,128,650 | $56.1M |
| Osaic Holdings, Inc. | 0.12% | Reduce -2.3% | 1,093,761 | $54.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -26.5% | 1,074,133 | $53.4M |
| Axxcess Wealth Management, LLC | 1.31% | Add +18.0% | 1,040,264 | $51.7M |
| Beacon Investment Advisory Services, Inc. | 2.14% | Reduce -1.5% | 1,033,901 | $51.4M |
| Corient Private Wealth LP | 0.08% | Add +0.8% | 1,024,450 | $50.9M |
| Capital Asset Advisory Services LLC | 2.53% | Add +4.0% | 1,022,597 | $50.7M |
| Allianz SE | 1.36% | Add +3.5% | 1,010,998 | $50.2M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -2.2% | 971,468 | $48.8M |
| Oxbow Advisors, LLC | 4.92% | Add +0.6% | 969,509 | $48.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +2.6% | 950,390 | $47.2M |
| MacKay Shields LLC | 7.95% | No change | 929,500 | $46.2M |
| Permanens Capital L.P. | 8.63% | Add +44.2% | 855,260 | $42.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.6% | 819,106 | $40.7M |
| Sanctuary Advisors, LLC | 0.26% | Add +33.6% | 788,800 | $40.3M |
| 1832 Asset Management L.P. | 0.07% | Add +26.9% | 802,790 | $39.9M |
| GenWealth Group, Inc. | 9.16% | Reduce -2.0% | 801,235 | $39.8M |
| Creative Planning | 0.04% | Reduce -0.1% | 797,061 | $39.6M |
| Circle Wealth Management, LLC | 0.87% | No change | 792,348 | $39.4M |
| Twin Focus Capital Partners, LLC | 6.17% | Add +10.2% | 787,305 | $39.1M |
| Deutsche Bank AG | 0.02% | Add +29.1% | 754,464 | $37.5M |
| Biltmore Family Office, LLC | 6.19% | Add +0.7% | 727,779 | $36.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +14.7% | 720,398 | $36.1M |
| Bank of Montreal | 0.02% | Reduce -88.7% | 701,134 | $35.1M |
| National Bank of Canada | 0.05% | Add +0.1% | 705,078 | $35.0M |
| Tiaa Trust, National Association | 0.10% | Add +17.9% | 703,863 | $35.0M |
| Narwhal Capital Management | 3.05% | Reduce -0.1% | 681,154 | $33.9M |
| Cetera Investment Advisers | 0.07% | Add +0.3% | 678,640 | $33.7M |
| Cadinha & Co. LLC | 5.73% | Add +2.1% | 674,569 | $33.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -2.7% | 669,074 | $33.3M |
| NorthCoast Asset Management LLC | 0.23% | Add +10279.7% | 672,812 | $33.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.35% | Add +2.1% | 661,721 | $32.9M |
| HSBC Holdings PLC | 0.02% | Reduce -13.2% | 658,548 | $32.7M |
| EverSource Wealth Advisors, LLC | 2.07% | Add +1.1% | 658,428 | $32.7M |
| Evercore Wealth Management, LLC | 0.49% | Reduce -2.9% | 653,360 | $32.5M |
| Stuart Investment Advisors, Inc. | 17.40% | Reduce -0.0% | 622,549 | $30.9M |
| Cambridge Associates LLC /Ma/ | 1.09% | Add +55.1% | 587,833 | $29.2M |
| Dynasty Wealth Management, LLC | 0.88% | Add +0.7% | 584,025 | $29.0M |
| Anderson Hoagland & Co. | 2.94% | Add +29.6% | 576,205 | $28.9M |
| Citigroup Inc. | 0.03% | Add +72.9% | 580,005 | $28.8M |
| National Philanthropic Trust | 0.51% | Add +14.2% | 563,632 | $28.0M |
| Foundations Investment Advisors, LLC | 0.57% | Add +4.6% | 545,151 | $27.1M |
| Strategic Point Investment Advisors, LLC | 4.45% | Reduce -12.6% | 542,943 | $27.0M |
| West Family Investments, Inc. | 9.06% | No change | 532,914 | $26.6M |
| VPR Management LLC | 9.19% | Reduce -9.9% | 530,480 | $26.4M |
| Mader & Shannon Wealth Management, Inc. | 15.26% | Reduce -4.0% | 527,949 | $26.2M |
| Brave Asset Management Inc. | 6.50% | New | 526,536 | $26.2M |
| MML Investors Services, LLC | 0.10% | Reduce -4.1% | 524,644 | $26.1M |
| Parker Investment Management, LLC | 4.21% | New | 524,135 | $26.0M |
| EPIQ Capital Group, LLC | 7.17% | Add +0.1% | 501,345 | $24.9M |
| Fourpath Capital Management, LLC | 4.57% | Add +8.8% | 498,757 | $24.8M |
| Pictet Asset Management Holding SA | 0.03% | Add +76.5% | 492,500 | $24.7M |
| SkyView Investment Advisors, LLC | 4.08% | Add +1.9% | 494,263 | $24.5M |
| Twin Tree Management, LP | 0.57% | Add +3.2% | 491,495 | $24.4M |
| Checchi Capital Advisers, LLC | 1.81% | Reduce -1.2% | 488,305 | $24.3M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -0.3% | 487,462 | $24.2M |
| Public Employees Retirement System of Ohio | 0.10% | Add +7.0% | 486,700 | $24.2M |
| Assetmark, Inc. | 0.07% | Add +10.8% | 483,483 | $24.0M |
| Zhang Financial LLC | 1.51% | Reduce -2.5% | 480,574 | $23.9M |
| Equitable Holdings, Inc. | 0.23% | Add +2.0% | 474,191 | $23.6M |
| Kingsview Wealth Management, LLC | 0.49% | Add +48.0% | 469,900 | $23.4M |
| Quent Capital, LLC | 2.33% | Reduce -6.2% | 461,244 | $22.9M |
| Cardinal Point Capital Management ULC | 3.80% | Add +0.9% | 458,445 | $22.8M |
| Stephens Inc. | 0.32% | Reduce -3.1% | 450,505 | $22.4M |
| Yeomans Consulting Group, Inc. | 7.97% | Add +70.1% | 429,190 | $21.3M |
| Sowa Financial Group, Inc. | 13.47% | Reduce -5.0% | 428,975 | $21.3M |
| Meridian Wealth Advisors, LLC | 3.54% | Add +6.1% | 425,942 | $21.2M |
| Independent Family Office, LLC | 10.62% | Add +4.1% | 425,857 | $21.2M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -5.0% | 423,694 | $21.1M |
| Blue Trust, Inc. | 0.27% | Reduce -4.0% | 476,473 | $20.9M |
| IFP Advisors, Inc | 0.75% | Add +5.2% | 420,643 | $20.9M |
| WESCAP Management Group, Inc. | 5.15% | Reduce -7.7% | 413,576 | $20.6M |
| Spinnaker Trust | 1.26% | Add +2.4% | 410,064 | $20.4M |
| Syon Capital LLC | 1.80% | Reduce -3.6% | 409,344 | $20.3M |
| AllGen Financial Advisors, Inc. | 6.51% | Add +1.6% | 403,803 | $20.1M |
| Chatham Capital Group, Inc. | 3.23% | Reduce -0.4% | 397,570 | $19.8M |
| Quest Investment Management LLC | 2.31% | Add +0.1% | 396,547 | $19.7M |
| JSF Financial, LLC | 5.68% | Reduce -2.8% | 391,609 | $19.5M |
| TD Waterhouse Canada Inc. | 0.16% | Add +0.4% | 381,760 | $19.1M |
| Kaydan Wealth Management, Inc. | 5.64% | Reduce -1.1% | 384,789 | $19.1M |
| NorthCrest Asset Manangement, LLC | 0.57% | Reduce -3.7% | 377,084 | $18.7M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -0.8% | 371,899 | $18.5M |
| Bfsg, LLC | 2.14% | Add +7.3% | 370,544 | $18.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -2.7% | 368,180 | $18.3M |
| Vision Capital Management, Inc. | 2.58% | Add +0.1% | 367,567 | $18.3M |
| VCI Wealth Management LLC | 8.05% | Add +222.7% | 363,948 | $18.1M |
| James Investment Research, Inc. | 2.07% | Reduce -0.6% | 360,494 | $17.9M |
| Tradewinds Capital Management, LLC | 4.79% | Reduce -41.3% | 360,243 | $17.9M |
| Parcion Private Wealth LLC | 1.49% | Reduce -3.5% | 360,063 | $17.9M |
| Gimbal Financial | 11.52% | Add +11.3% | 343,344 | $17.7M |
| B. Riley Wealth Advisors, Inc. | 0.48% | Add +49.7% | 345,514 | $17.2M |
| Blair William & Co. | 0.05% | Add +7.2% | 344,602 | $17.1M |
| M&T Bank Corp | 0.06% | Reduce -4.7% | 343,894 | $17.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.0% | 343,179 | $17.1M |
| Sage Rhino Capital LLC | 3.73% | Add +0.8% | 338,866 | $16.8M |
| Cohen & Steers, Inc. | 0.03% | Add +25.5% | 332,092 | $16.5M |
| Sterling Financial Planning, Inc. | 6.05% | Add +0.2% | 329,906 | $16.4M |
| First American Trust, FSB | 1.62% | Add +9.7% | 327,851 | $16.3M |
| Cibc World Market Inc. | 0.04% | Reduce -25.5% | 327,625 | $16.3M |
| Capital Group Private Client Services, Inc. | 0.15% | Add +5.6% | 323,765 | $16.1M |
| Modus Advisors, LLC | 5.28% | Reduce -0.5% | 323,309 | $16.1M |
| Dakota Wealth Management | 0.36% | Add +1.8% | 321,540 | $16.0M |
| Oppenheimer Asset Management Inc. | 0.19% | Reduce -0.7% | 320,379 | $15.9M |
| First Foundation Advisors | 0.59% | Reduce -0.7% | 316,334 | $15.7M |
| Baldwin Wealth Partners LLC | 1.06% | Reduce -1.8% | 313,595 | $15.6M |
| Cyndeo Wealth Partners, LLC | 1.08% | Add +1.2% | 312,342 | $15.5M |
| Graham Capital Wealth Management, LLC | 16.36% | Reduce -1.7% | 311,104 | $15.5M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +26.7% | 306,735 | $15.2M |
| Bokf, NA | 0.27% | Add +0.2% | 302,812 | $15.2M |
| Sunbelt Securities, Inc. | 1.48% | Add +9.7% | 302,725 | $15.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -11.8% | 252,719 | $14.9M |
| Chemistry Wealth Management LLC | 3.56% | Add +0.4% | 299,122 | $14.9M |
| AMG National Trust Bank | 0.39% | Reduce -4.5% | 292,128 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 283,254 | $14.1M |
| Faithward Advisors, LLC | 2.44% | Reduce -2.9% | 281,934 | $14.0M |
| Legend Financial Advisors, Inc. | 9.55% | Reduce -1.2% | 278,215 | $13.8M |
| Executive Wealth Management, LLC | 1.08% | New | 276,884 | $13.8M |
| Resona Asset Management Co.,Ltd. | 0.08% | No change | 276,645 | $13.7M |
| Fielder Capital Group LLC | 4.49% | Reduce -17.1% | 273,527 | $13.6M |
| Aveo Capital Partners, LLC | 1.41% | Add +14.0% | 267,971 | $13.3M |
| Wallington Asset Management, LLC | 1.85% | Add +6.2% | 267,339 | $13.3M |
| Fortis Group Advisors, LLC | 2.44% | Add +14.9% | 265,254 | $13.2M |
| UMB Bank, n.a. | 0.20% | Reduce -3.4% | 260,517 | $12.9M |
| CPA Asset Management Group, LLC | 6.24% | Add +6.9% | 259,837 | $12.9M |
| Arlington Capital Management, Inc. | 10.58% | Add +3.7% | 258,550 | $12.8M |
| Innova Wealth Partners | 10.58% | New | 258,550 | $12.8M |
| White Lighthouse Investment Management Inc. | 2.26% | Add +0.8% | 253,613 | $12.6M |
| Brookstone Capital Management | 0.18% | Reduce -0.1% | 252,595 | $12.6M |
| LVM Capital Management Ltd. | 1.43% | No change | 285,170 | $12.5M |
| K2 Principal Fund, L.P. | 6.23% | No change | 250,000 | $12.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 5.25% | Add +9.1% | 249,697 | $12.4M |
| Beacon Harbor Wealth Advisors, Inc. | 2.92% | Add +0.6% | 246,516 | $12.3M |
| Resonant Capital Advisors, LLC | 0.90% | Add +2.4% | 245,256 | $12.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.76% | Add +0.0% | 244,416 | $12.1M |
| Comerica Bank | 0.05% | Reduce -54.6% | 239,917 | $11.9M |
| Timber Creek Capital Management LLC | 3.33% | Reduce -0.9% | 239,333 | $11.9M |
| Van Hulzen Asset Management, LLC | 0.86% | Reduce -1.3% | 238,828 | $11.9M |
| Signet Investment Advisory Group, Inc. | 5.94% | Add +1.3% | 238,829 | $11.9M |
| Fifth Third Securities, Inc. | 1.12% | Reduce -2.0% | 237,986 | $11.8M |
| Perigon Wealth Management, LLC | 0.31% | Add +0.6% | 233,665 | $11.6M |
| Nottingham Advisors, Inc. | 1.28% | Reduce -3.1% | 233,568 | $11.6M |
| Vicus Capital | 1.02% | No change | 232,822 | $11.6M |
| Verger Capital Management LLC | 5.72% | Reduce -32.3% | 232,636 | $11.6M |
| Townsend & Associates, Inc | 1.18% | Reduce -14.2% | 223,753 | $11.5M |
| Norris Financial Group, LLC | 5.64% | Reduce -3.5% | 230,692 | $11.5M |
| EFG Asset Management (Americas) Corp. | 2.24% | Reduce -16.4% | 230,462 | $11.5M |
| Rogco, LP | 4.42% | Reduce -6.3% | 226,987 | $11.3M |
| Sigma Investment Counselors Inc. | 0.66% | Reduce -0.7% | 226,770 | $11.3M |
| Parkside Investments, LLC | 1.69% | Reduce -10.9% | 225,081 | $11.2M |
| Evoke Wealth, LLC | 0.30% | New | 224,221 | $11.1M |
| New Potomac Partners, LLC | 5.72% | Reduce -1.2% | 224,151 | $11.1M |
| Hamilton Wealth, LLC | 2.70% | Add +12.0% | 222,540 | $11.1M |
| Arkos Global Advisors | 1.59% | Add +3.2% | 220,620 | $11.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.4% | 220,300 | $10.9M |
| Upper Left Wealth Management, LLC | 9.46% | Add +8.2% | 228,381 | $10.8M |
| Private Harbour Investment Management & Counsel, LLC | 11.31% | Reduce -0.0% | 215,933 | $10.7M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +2.0% | 215,464 | $10.7M |
| Forza Wealth Management, LLC | 4.79% | Add +2.4% | 210,467 | $10.5M |
| Osborne Partners Capital Management, LLC | 0.59% | Reduce -0.3% | 210,096 | $10.4M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +2.3% | 209,426 | $10.4M |
| Clear Harbor Asset Management, LLC | 0.85% | Add +5.3% | 206,866 | $10.3M |
| Allworth Financial LP | 0.06% | Reduce -2.4% | 205,538 | $10.2M |
| American Investment Services, Inc. | 1.70% | Reduce -8.5% | 204,966 | $10.2M |
| Morton Capital Management LLC | 1.96% | Reduce -16.8% | 200,733 | $10.0M |
| Wealth Management Partners, LLC | 4.62% | Add +1.0% | 200,679 | $10.0M |
| Leavell Investment Management, Inc. | 0.49% | Add +3.7% | 196,854 | $9.8M |
| Three Bridge Wealth Advisors, LLC | 3.61% | Add +1.2% | 196,724 | $9.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -5.7% | 192,918 | $9.6M |
| Debussy Capital Management LP | 2.77% | Add +30.6% | 192,213 | $9.6M |
| Sowell Financial Services LLC | 0.44% | Add +2.0% | 191,788 | $9.5M |
| NTV Asset Management LLC | 1.27% | Add +1.0% | 190,603 | $9.5M |
| Okabena Investment Services Inc. | 2.66% | Reduce -0.0% | 189,452 | $9.4M |
| LifePlan Financial, LLC | 8.08% | Reduce -1.9% | 189,439 | $9.4M |
| Silverleafe Capital Partners, LLC | 3.30% | Add +30.8% | 187,742 | $9.3M |
| Summit Trail Advisors, LLC | 0.23% | Add +27.0% | 183,389 | $9.1M |
| Sapient Capital LLC | 0.18% | No change | 183,052 | $9.1M |
| Gateway Advisory, LLC | 1.46% | Reduce -4.6% | 181,878 | $9.0M |
| Independent Financial Group, LLC | 0.33% | Reduce -18.4% | 179,861 | $8.9M |
| Fore Capital, LLC | 38.35% | No change | 178,000 | $8.8M |
| Brown Advisory Inc. | 0.01% | Add +2.7% | 176,702 | $8.8M |
| GAMCO Investors | 0.09% | Add +4.5% | 174,750 | $8.7M |
| Jane Street Group, LLC | 0.01% | Reduce -88.4% | 173,845 | $8.6M |
| CSS LLC | 1.54% | Add +8.9% | 171,400 | $8.5M |
| Stablepoint Partners, LLC | 1.55% | Add +3.2% | 170,982 | $8.5M |
| JNBA Financial Advisors | 0.85% | Reduce -9.3% | 169,859 | $8.4M |
| Lowe Wealth Advisors, LLC | 3.60% | Add +0.7% | 168,076 | $8.4M |
| AE Wealth Management LLC | 0.08% | Reduce -7.9% | 167,849 | $8.3M |
| Cape Ann Savings Bank | 4.80% | Add +0.6% | 166,400 | $8.3M |
| Greenline Partners, LLC | 1.18% | Add +0.8% | 166,197 | $8.3M |
| Sentinel Trust Co. Lba | 0.94% | Reduce -29.7% | 165,984 | $8.2M |
| Regency Capital Management Inc.\DE | 4.48% | Add +39.2% | 164,010 | $8.2M |
| Insight Wealth Partners, LLC | 4.97% | Add +3.4% | 163,724 | $8.1M |
| Commerce Bank | 0.05% | Add +2.7% | 162,902 | $8.1M |
| Plum Street Advisors, LLC | 4.08% | Reduce -5.8% | 162,152 | $8.1M |
| Ariston Services Group | 6.98% | Reduce -0.1% | 161,297 | $8.0M |
| Well Done, LLC | 1.44% | Add +3.4% | 158,873 | $7.9M |
| Ancora Advisors LLC | 0.18% | Reduce 0.0% | 158,639 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +4.8% | 158,557 | $7.9M |
| Pathstone Holdings, LLC | 0.03% | Add +0.7% | 156,746 | $7.8M |
| GFS Advisors, LLC | 1.65% | Add +2606.8% | 156,560 | $7.8M |
| Altiora Financial Group, LLC | 1.72% | Reduce -6.9% | 156,430 | $7.8M |
| Financial Counselors Inc. | 0.11% | Add +13.8% | 154,460 | $7.7M |
| Nkcfo LLC | 3.64% | Add +459.4% | 153,550 | $7.6M |
| Stephen J. Garry & Associates, LLC | 7.18% | Reduce -0.1% | 151,991 | $7.6M |
| Mfa Wealth Advisors, LLC | 1.65% | Reduce -0.1% | 151,322 | $7.5M |
| GYL Financial Synergies, LLC | 0.56% | Reduce -1.3% | 149,217 | $7.4M |
| Old Port Advisors | 2.05% | Add +1.2% | 148,656 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +2.8% | 148,104 | $7.4M |
| Highland Financial Advisors, LLC | 2.61% | Reduce -16.9% | 147,686 | $7.3M |
| Rehmann Capital Advisory Group | 0.48% | Reduce -1.9% | 146,347 | $7.3M |
| Focus Partners Wealth | 0.02% | Reduce -52.5% | 146,020 | $7.3M |
| Lifeworks Advisors, LLC | 1.42% | Add +25.2% | 145,452 | $7.2M |
| Prudential Financial Inc. | 0.01% | Add +11.4% | 145,326 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.4% | 144,553 | $7.2M |
| Patton Fund Management, Inc. | 1.47% | Reduce -1.9% | 143,064 | $7.1M |
| Systelligence, LLC | 1.75% | Reduce -10.9% | 142,064 | $7.1M |
| Fermata Advisors, LLC | 1.43% | Add +2.4% | 141,271 | $7.0M |
| Sigma Planning Corp | 0.21% | Add +9.2% | 140,730 | $7.0M |
| Ballentine Partners, LLC | 0.12% | Add +0.7% | 140,414 | $7.0M |
| Towneley Capital Management, Inc / DE | 1.58% | Reduce -3.3% | 139,933 | $7.0M |
| BSW Wealth Partners | 1.04% | Reduce -6.2% | 138,968 | $6.9M |
| Advisory Services Network, LLC | 0.14% | No change | 156,403 | $6.9M |
| Fairview Capital Investment Management, LLC | 0.37% | Add +0.1% | 137,235 | $6.8M |
| Cranbrook Wealth Management, LLC | 1.55% | Reduce -3.4% | 136,807 | $6.8M |
| Omnia Family Wealth, LLC | 2.91% | Reduce -0.3% | 136,791 | $6.8M |
| Mgo One Seven LLC | 0.29% | Add +3.3% | 136,383 | $6.8M |
| MBA Advisors LLC | 3.19% | Reduce -8.9% | 133,882 | $6.7M |
| Weil Company, Inc. | 2.13% | Reduce -4.3% | 130,511 | $6.5M |
| Global Wealth Strategies & Associates | 2.10% | Add +0.1% | 128,469 | $6.4M |
| Hamilton Point Investment Advisors, LLC | 1.15% | Reduce -2.1% | 128,459 | $6.4M |
| Kades & Cheifetz LLC | 3.62% | Reduce -0.0% | 127,102 | $6.3M |
| Modern Wealth Management, LLC | 0.39% | Add +0.7% | 126,883 | $6.3M |
| Maltin Wealth Management, Inc. | 3.05% | Add +2.0% | 125,917 | $6.3M |
| Meridian Investment Counsel Inc. | 1.88% | Reduce -1.4% | 124,843 | $6.2M |
| Sinecera Capital, LLC | 7.48% | Reduce -2.2% | 124,762 | $6.2M |
| Coastal Bridge Advisors, LLC | 1.53% | Reduce -2.8% | 124,348 | $6.2M |
| WealthCare Investment Partners, LLC | 2.71% | Add +9.2% | 123,732 | $6.2M |
| Choreo, LLC | 0.09% | Add +9.7% | 117,202 | $5.9M |
| Southeast Asset Advisors, LLC | 0.64% | No change | 115,540 | $5.7M |
| Wealthspan Partners, LLC | 2.83% | Add +0.9% | 115,215 | $5.7M |
| Wills Financial Group, Inc. | 2.38% | Reduce 0.0% | 114,377 | $5.7M |
| Prairie Wealth Advisors, Inc. | 2.80% | No change | 113,792 | $5.7M |
| Ackerman Capital Advisors, LLC | 1.46% | Reduce -1.2% | 113,749 | $5.7M |
| Barclays PLC | 0.00% | Reduce -26.2% | 113,702 | $5.7M |
| Harvest Fund Management Co., Ltd | 0.34% | Add +22.8% | 113,654 | $5.6M |
| Twelve Points Wealth Management LLC | 1.77% | Add +6.5% | 113,504 | $5.6M |
| Lido Advisors, LLC | 0.04% | Reduce -0.1% | 113,100 | $5.6M |
| FDx Advisors, Inc. | 1.53% | Reduce -3.8% | 112,692 | $5.6M |
| Mutual Advisors, LLC | 0.16% | Add +165.0% | 108,061 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.6% | 110,016 | $5.5M |
| Compound Planning, Inc. | 0.34% | Add +5.7% | 108,248 | $5.4M |
| Grove Bank & Trust | 0.79% | Add +739.2% | 107,990 | $5.4M |
| Callan Family Office, LLC | 0.90% | Add +15.2% | 107,946 | $5.4M |
| Accretive Wealth Partners, LLC | 2.24% | Reduce -4.8% | 107,626 | $5.3M |
| Briaud Financial Planning Inc | 2.74% | Reduce 0.0% | 106,904 | $5.3M |
| Bigelow Investment Advisors, LLC | 2.36% | Add +10.4% | 106,291 | $5.3M |
| AdvisorNet Financial, Inc | 0.39% | Reduce -0.8% | 106,055 | $5.3M |
| Kure Advisory, LLC | 4.70% | Reduce 0.0% | 105,693 | $5.3M |
| FineMark National Bank & Trust | 0.18% | Reduce -0.4% | 104,431 | $5.2M |
| Wellspring Financial Advisors, LLC | 0.62% | Reduce -23.0% | 104,183 | $5.2M |
| LYNX Capital Group Ltd. | 3.35% | Reduce -1.2% | 103,906 | $5.2M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -1.7% | 103,746 | $5.2M |
| Stableford Capital II LLC | 2.03% | Add +63.3% | 101,347 | $5.1M |
| Cypress Capital Group | 0.57% | Add +5.7% | 101,920 | $5.1M |
| Jump Financial, LLC | 0.10% | Add +137.4% | 100,631 | $5.0M |
| Axiom Advisory, LLC | 0.05% | Reduce -5.2% | 106,340 | $5.0M |
| DCF Advisers, LLC | 2.59% | No change | 100,000 | $5.0M |
| Palisades Hudson Asset Management, L.P. | 2.09% | No change | 99,731 | $5.0M |
| Versant Capital Management, Inc | 1.12% | Reduce -0.7% | 99,149 | $4.9M |
| Pekin Hardy Strauss, Inc. | 0.63% | Add +0.5% | 98,143 | $4.9M |
| Bessemer Group Inc. | 0.01% | No change | 97,724 | $4.9M |
| Alhambra Investment Management LLC | 2.51% | Reduce -18.9% | 97,516 | $4.8M |
| Madden Advisory Services, Inc. | 2.21% | Add +1.8% | 96,920 | $4.8M |
| F/m Investments LLC | 0.15% | No change | 96,690 | $4.8M |
| Fiduciary Financial Group, LLC | 1.09% | Add +0.1% | 96,004 | $4.8M |
| Flagstar Securities, Inc. | 1.20% | Add +3.1% | 95,649 | $4.8M |
| Deane Retirement Strategies, Inc. | 2.31% | Reduce -0.6% | 95,182 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -7.6% | 95,207 | $4.7M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -7.6% | 95,207 | $4.7M |
| Boston Financial Mangement LLC | 0.14% | Add +1.0% | 94,742 | $4.7M |
| Diversify Advisory Services, LLC | 0.25% | Add +2.1% | 90,399 | $4.7M |
| New Millennium Group LLC | 3.03% | Reduce -19.3% | 94,427 | $4.7M |
| WMS Partners, LLC | 0.26% | No change | 94,377 | $4.7M |
| Wealth Alliance, LLC | 0.56% | Reduce -0.1% | 94,298 | $4.7M |
| Sage Investment Advisers LLC | 4.79% | Reduce -1.8% | 92,080 | $4.6M |
| Fiduciary Trust Co | 0.06% | Add +3.0% | 91,804 | $4.6M |
| Provenance Wealth Advisors, LLC | 0.57% | Reduce -0.2% | 91,521 | $4.5M |
| Inscription Capital, LLC | 0.68% | Reduce -0.3% | 91,137 | $4.5M |
| Signal Advisors Wealth, LLC | 0.65% | Add +713.6% | 91,122 | $4.5M |
| RiverGlades Family Offices LLC | 3.23% | Add +0.9% | 90,872 | $4.5M |
| Ieq Capital, LLC | 0.06% | Add +56.3% | 90,375 | $4.5M |
| Gradient Investments LLC | 0.09% | Add +2.8% | 90,202 | $4.5M |
| Welch & Forbes LLC | 0.06% | Reduce -0.4% | 89,704 | $4.5M |
| Kitching Partners, LLC | 5.96% | Add +20.7% | 89,331 | $4.4M |
| Battery Global Advisors, LLC | 2.40% | Add +27544.4% | 89,015 | $4.4M |
| Nvwm, LLC | 1.11% | Reduce -2.3% | 87,779 | $4.4M |
| Williams Jones Wealth Management, LLC. | 0.05% | Add +0.7% | 87,306 | $4.3M |
| Gibson Capital, LLC | 0.88% | Add +0.8% | 87,145 | $4.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.73% | Reduce -6.7% | 86,969 | $4.3M |
| TriaGen Wealth Management LLC | 1.45% | Add +5.5% | 86,923 | $4.3M |
| Westover Capital Advisors, LLC | 0.82% | Add +168.4% | 86,276 | $4.3M |
| Moulton Wealth Management, Inc. | 3.55% | Reduce -4.8% | 84,971 | $4.3M |
| Argent Trust Co | 0.18% | Reduce -1.3% | 85,167 | $4.2M |
| Davies Financial Advisors, Inc. | 3.68% | Add +2.9% | 84,754 | $4.2M |
| Foguth Wealth Management, LLC. | 1.53% | Reduce -44.0% | 84,736 | $4.2M |
| Hilltop National Bank | 1.27% | Reduce -5.5% | 83,829 | $4.2M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | No change | 83,177 | $4.1M |
| Summit Place Financial Advisors, LLC | 2.30% | Reduce -5.4% | 82,870 | $4.1M |
| Camden National Bank | 0.59% | Add +3.2% | 82,842 | $4.1M |
| Tikvah Management LLC | 1.30% | No change | 82,230 | $4.1M |
| Delta Financial Advisors LLC | 1.48% | Reduce -1.8% | 82,213 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +97.8% | 82,184 | $4.1M |
| Amplius Wealth Advisors, LLC | 0.44% | Reduce -4.0% | 80,553 | $4.0M |
| Altman Advisors, Inc. | 1.77% | Add +0.9% | 79,944 | $4.0M |
| Blue Investment Partners LLC | 1.62% | Add +0.6% | 78,949 | $3.9M |
| waypoint wealth counsel | 2.66% | Reduce -0.3% | 78,874 | $3.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.6% | 78,808 | $3.9M |
| Robinson Value Management, Ltd. | 2.53% | Add +3.2% | 78,451 | $3.9M |
| Motco | 0.39% | Reduce -0.5% | 78,167 | $3.9M |
| E Fund Management Co., Ltd. | 0.20% | Reduce -11.9% | 76,675 | $3.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.18% | Reduce -0.4% | 76,631 | $3.8M |
| Allie Family Office LLC | 2.05% | Reduce -5.5% | 76,884 | $3.8M |
| Arax Advisory Partners | 0.34% | Reduce -1.2% | 76,580 | $3.8M |
| Sepio Capital, LP | 0.29% | No change | 75,188 | $3.7M |
| Blueprint Investment Partners LLC | 0.66% | Reduce -8.3% | 73,305 | $3.6M |
| HB Wealth Management, LLC | 0.04% | Reduce -2.0% | 71,857 | $3.6M |
| &partners | 0.07% | Add +28.8% | 71,626 | $3.6M |
| Evermay Wealth Management LLC | 0.57% | No change | 71,042 | $3.5M |
| Crescent Grove Advisors, LLC | 0.36% | Add +2.3% | 70,997 | $3.5M |
| D. Scott Neal, Inc. | 1.86% | Add +61.0% | 70,658 | $3.5M |
| Financial Management Network Inc. | 0.73% | Add +4.4% | 69,672 | $3.5M |
| Mengis Capital Management, Inc. | 0.69% | Reduce -3.4% | 70,151 | $3.5M |
| Whittier Trust Co. | 0.05% | Reduce -8.3% | 69,835 | $3.5M |
| Parallel Advisors, LLC | 0.08% | Add +0.7% | 69,781 | $3.5M |
| Financial Advocates Investment Management | 0.20% | Add +7.9% | 69,741 | $3.5M |
| NavPoint Financial, Inc. | 2.78% | Reduce -6.0% | 69,473 | $3.5M |
| Vanguard Capital Wealth Advisors | 3.64% | Add +3.8% | 69,316 | $3.4M |
| LifePlan Investment Advisors, Inc. | 2.20% | Reduce -6.2% | 69,309 | $3.4M |
| Cobblestone Capital Advisors LLC | 0.19% | No change | 69,150 | $3.4M |
| FinTrust Capital Advisors, LLC | 0.58% | Add +2.2% | 69,057 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -8.5% | 68,365 | $3.4M |
| Financial Alternatives, Inc | 2.38% | Reduce -0.7% | 67,949 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +12.7% | 67,135 | $3.3M |
| Rathbones Group PLC | 0.02% | Reduce -6.0% | 66,991 | $3.3M |
| Patriot Investment Management Group, Inc. | 0.24% | No change | 66,729 | $3.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.6% | 66,700 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +2.2% | 66,128 | $3.3M |
| Financial Sense Advisors, Inc. | 0.90% | Add +0.3% | 65,883 | $3.3M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -78.8% | 65,150 | $3.2M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -3.3% | 64,822 | $3.2M |
| Signify Wealth | 3.94% | Add +10.9% | 64,680 | $3.2M |
| Aspect Partners, LLC | 1.79% | Add +17.4% | 64,354 | $3.2M |
| Modera Wealth Management, LLC | 0.04% | Add +1.5% | 64,124 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +7.4% | 63,364 | $3.1M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | No change | 62,417 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.7% | 62,112 | $3.1M |
| Eagle Strategies LLC | 0.55% | Reduce -3.4% | 61,166 | $3.0M |
| IHT Wealth Management, LLC | 0.09% | Add +31.9% | 60,386 | $3.0M |
| IMC-Chicago, LLC | 0.09% | Reduce -62.1% | 60,514 | $3.0M |
| Regions Financial Corp. | 0.02% | Add +2.5% | 60,057 | $3.0M |
| Towerpoint Wealth, LLC | 1.40% | Reduce -0.9% | 59,588 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +2.2% | 58,588 | $2.9M |
| Pinnacle Financial Partners Inc | 0.06% | Add +8.4% | 58,406 | $2.9M |
| Cowa, LLC | 1.38% | Reduce -6.8% | 58,357 | $2.9M |
| One Capital Management, LLC | 0.09% | Reduce -4.6% | 57,826 | $2.9M |
| CI Investments Inc. | 0.01% | Add +32.1% | 57,617 | $2.9M |
| Geneos Wealth Management Inc. | 0.11% | Add +0.9% | 57,577 | $2.9M |
| Nadler Financial Group, Inc. | 0.31% | Add +1.1% | 57,239 | $2.8M |
| Carlson Capital Management | 0.12% | No change | 57,234 | $2.8M |
| Raymond James Trust N.A. | 0.06% | Reduce -0.8% | 56,942 | $2.8M |
| Gould Asset Management LLC | 0.60% | Reduce -4.4% | 56,500 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Add +6.8% | 55,793 | $2.8M |
| Financial & Tax Architects, LLC | 0.71% | Reduce -3.5% | 55,693 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Add +1.1% | 55,431 | $2.8M |
| D L Carlson Investment Group Inc. | 0.49% | New | 54,833 | $2.7M |
| Thompson Siegel & Walmsley LLC | 0.04% | No change | 54,482 | $2.7M |
| Prudential PLC | 0.01% | Add +91.5% | 54,161 | $2.7M |
| ABLE Financial Group, LLC | 0.82% | Add +599.7% | 53,600 | $2.7M |
| United Community Bank | 1.04% | Add +83.5% | 53,578 | $2.7M |
| Arete Wealth Advisors, LLC | 0.23% | Add +547.3% | 53,473 | $2.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +3.3% | 53,400 | $2.7M |
| Apollon Financial, LLC | 0.78% | New | 53,310 | $2.6M |
| Firestone Capital Management | 0.66% | Reduce -12.2% | 53,258 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.1% | 53,139 | $2.6M |
| Avestar Capital, LLC | 0.29% | Reduce -6.5% | 52,806 | $2.6M |
| Trademark Financial Management, LLC | 2.08% | Add +4.1% | 52,665 | $2.6M |
| Fidelis Capital Partners, LLC | 0.31% | Add +19.1% | 50,945 | $2.6M |
| LM Advisors LLC | 0.53% | Reduce -0.8% | 52,348 | $2.6M |
| Advisory Alpha, LLC | 0.09% | Add +23.8% | 52,066 | $2.6M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -5.9% | 51,805 | $2.6M |
| NewSquare Capital LLC | 0.20% | Reduce -2.8% | 51,326 | $2.6M |
| Tidal Investments LLC | 0.03% | Add +542.9% | 51,277 | $2.5M |
| Strengthening Families & Communities, LLC | 0.65% | Add +279.3% | 50,892 | $2.5M |
| Lynx Investment Advisory | 1.82% | No change | 50,889 | $2.5M |
| Laidlaw Wealth Management LLC | 1.24% | Reduce -4.1% | 50,460 | $2.5M |
| Boston Research & Management Inc. | 0.58% | Reduce -2.2% | 50,383 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Add +4.8% | 50,145 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +105.8% | 49,434 | $2.5M |
| Compass Financial Group, Inc. | 1.14% | Reduce -0.0% | 49,667 | $2.5M |
| Smith Thornton Advisors LLC | 1.62% | Add +1.0% | 49,492 | $2.5M |
| Farrell Financial LLC | 1.74% | Reduce -0.3% | 48,484 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -15.0% | 49,319 | $2.5M |
| Avior Wealth Management, LLC | 0.10% | Reduce -0.1% | 49,213 | $2.4M |
| Heck Capital Advisors, LLC | 0.28% | New | 49,156 | $2.4M |
| NorthRock Partners, LLC | 0.08% | New | 49,100 | $2.4M |
| Berkshire Asset Management LLC | 0.12% | No change | 54,758 | $2.4M |
| Interchange Capital Partners, LLC | 0.85% | Add +4.7% | 48,390 | $2.4M |
| Northside Capital Management, LLC | 0.37% | No change | 47,422 | $2.4M |
| Intrepid Capital Management Inc. | 1.30% | No change | 46,987 | $2.3M |
| Harbour Investments, Inc. | 0.07% | Add +7.0% | 46,600 | $2.3M |
| Red Mountain Financial, LLC | 2.45% | No change | 46,314 | $2.3M |
| Citadel Advisors | 0.00% | Add +0.9% | 45,970 | $2.3M |
| Simplicity Wealth,LLC | 0.21% | Reduce -23.6% | 45,911 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +92.2% | 45,853 | $2.3M |
| Strategic Investment Solutions, Inc. | 0.67% | Add +29.6% | 45,300 | $2.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -19.5% | 45,204 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +19.1% | 44,731 | $2.2M |
| Prospera Financial Services Inc | 0.06% | Add +18.6% | 44,531 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.9% | 43,764 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.33% | Add +4.7% | 43,414 | $2.2M |
| Walkner Condon Financial Advisors LLC | 0.44% | Reduce -0.3% | 42,941 | $2.1M |
| MMBG Investment Advisors Co. | 0.22% | No change | 42,900 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Add +4.3% | 42,883 | $2.1M |
| Plan Group Financial, LLC | 1.13% | Reduce -7.7% | 42,868 | $2.1M |
| Knollwood Investment Advisory, LLC | 0.23% | No change | 42,851 | $2.1M |
| Virtus Family Office LLC | 2.76% | Add +0.8% | 42,004 | $2.1M |
| Cadent Capital Advisors, LLC | 0.71% | Add +95.0% | 41,808 | $2.1M |
| Confluence Wealth Services, Inc. | 0.15% | Reduce -4.3% | 41,389 | $2.1M |
| Silver Oak Securities, Incorporated | 0.22% | Add +182.3% | 40,987 | $2.1M |
| Sachetta, LLC | 0.79% | Add +255.2% | 40,070 | $2.0M |
| Allstate Corp. | 0.19% | New | 40,000 | $2.0M |
| Whitener Capital Management, Inc. | 0.56% | Add +0.0% | 39,782 | $2.0M |
| WBH Advisory Inc. | 0.19% | Reduce -0.0% | 39,528 | $2.0M |
| Apeiron RIA LLC | 0.56% | Reduce -20.4% | 39,482 | $2.0M |
| SignalPoint Asset Management, LLC | 0.46% | Reduce -5.6% | 38,932 | $2.0M |
| Novak & Powell Financial Services, Inc. | 1.12% | Reduce -0.8% | 38,986 | $1.9M |
| Trust Point Inc. | 0.14% | No change | 38,459 | $1.9M |
| Valued Retirements, Inc. | 2.63% | No change | 38,447 | $1.9M |
| Wormser Freres Gestion | 1.17% | Reduce -21.1% | 38,211 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +42.8% | 38,259 | $1.9M |
| ICONIQ Capital, LLC | 0.04% | No change | 38,140 | $1.9M |
| Howland Capital Management LLC | 0.08% | Reduce -13.6% | 38,110 | $1.9M |
| TrinityPoint Wealth, LLC | 0.27% | Reduce -0.0% | 37,799 | $1.9M |
| United Asset Strategies, Inc. | 0.17% | Reduce -21.0% | 37,797 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.9% | 37,703 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.11% | Reduce -1.8% | 37,404 | $1.9M |
| Perkins Coie Trust Co | 0.41% | No change | 37,347 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +24.6% | 37,215 | $1.8M |
| Bank Ozk | 0.76% | Reduce -0.3% | 36,770 | $1.8M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -3.7% | 36,643 | $1.8M |
| Arlington Trust Co LLC | 0.40% | Reduce -1.3% | 36,527 | $1.8M |
| Sunesis Advisors, LLC | 1.09% | No change | 36,471 | $1.8M |
| Waterloo Capital, L.P. | 0.20% | New | 36,251 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.2% | 36,216 | $1.8M |
| World Investment Advisors | 0.06% | Add +114.2% | 33,665 | $1.8M |
| Family Manage LLC | 0.30% | No change | 35,933 | $1.8M |
| Inlet Private Wealth, LLC | 0.45% | Reduce -0.4% | 35,787 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | No change | 35,269 | $1.8M |
| Mosley Wealth Management | 1.18% | Add +6.1% | 33,694 | $1.7M |
| Avalon Capital Management | 0.52% | Add +1.9% | 34,799 | $1.7M |
| Trek Financial, LLC | 0.13% | Add +16.1% | 34,604 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +6.0% | 34,573 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Add +1.4% | 34,529 | $1.7M |
| Highline Wealth Partners LLC | 0.56% | Reduce -0.4% | 33,756 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 33,643 | $1.7M |
| Guidance Capital, Inc. | 0.52% | Reduce -0.3% | 32,529 | $1.7M |
| Satovsky Asset Management LLC | 0.37% | Add +0.2% | 33,446 | $1.7M |
| Main Street Financial Solutions, LLC | 0.15% | Add +7.3% | 33,169 | $1.6M |
| Holistic Financial Partners | 0.79% | No change | 32,987 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -24.7% | 32,736 | $1.6M |
| Sage Mountain Advisors LLC | 0.14% | Reduce -8.7% | 32,683 | $1.6M |
| Oak Family Advisors, LLC | 0.59% | Reduce -0.2% | 32,663 | $1.6M |
| Red Door Wealth Management, LLC | 0.27% | Add +7.6% | 32,600 | $1.6M |
| Connective Portfolio Management, LLC | 2.84% | No change | 32,029 | $1.6M |
| Western Wealth Management, LLC | 0.09% | Add +93.4% | 31,844 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -1.8% | 31,837 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.24% | No change | 31,505 | $1.6M |
| Eastern Bank | 0.03% | New | 31,491 | $1.6M |
| Clearstead Advisors, LLC | 0.02% | Reduce -12.7% | 31,093 | $1.5M |
| China Universal Asset Management Co., Ltd. | 0.17% | Reduce -52.3% | 31,000 | $1.5M |
| Roundview Capital LLC | 0.11% | Reduce -3.9% | 30,906 | $1.5M |
| AlphaStar Capital Management, LLC | 0.12% | Add +2.6% | 30,825 | $1.5M |
| Naviter Wealth, LLC | 0.21% | Add +31.0% | 30,579 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -1.4% | 30,131 | $1.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +14.5% | 30,069 | $1.5M |
| EWG Elevate Inc. | 0.59% | Reduce -1.5% | 29,778 | $1.5M |
| New England Private Wealth Advisors LLC | 0.24% | No change | 29,755 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +316.5% | 29,719 | $1.5M |
| Bristlecone Advisors, LLC | 0.12% | Reduce -0.6% | 29,589 | $1.5M |
| MainStreet Investment Advisors LLC | 0.19% | Reduce -34.5% | 29,451 | $1.5M |
| FFG Partners, LLC | 0.55% | Add +0.9% | 29,300 | $1.5M |
| Clearstead Trust, LLC | 0.35% | Add +1.1% | 29,163 | $1.4M |
| Pinkerton Wealth, LLC | 0.21% | Reduce -1.2% | 29,125 | $1.4M |
| TD Private Client Wealth LLC | 0.04% | Add +5.1% | 28,810 | $1.4M |
| Ifrah Financial Services, Inc. | 0.39% | Reduce -3.4% | 28,750 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +1.2% | 28,613 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2.1% | 28,607 | $1.4M |
| Austin Private Wealth, LLC | 0.14% | Add +1.8% | 28,590 | $1.4M |
| W1M Asset Management Ltd | 0.11% | Add +29.6% | 28,462 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Add +12.8% | 28,458 | $1.4M |
| FWL Investment Management, LLC | 0.54% | Add +18.8% | 28,266 | $1.4M |
| PFG Advisors | 0.09% | Add +29.0% | 28,246 | $1.4M |
| Courage Capital Management LLC | 3.45% | No change | 28,000 | $1.4M |
| WCG Wealth Advisors LLC | 0.09% | Add +0.4% | 27,882 | $1.4M |
| TPG Advisors LLC | 1.08% | Add +1.2% | 27,826 | $1.4M |
| Insigneo Advisory Services, LLC | 0.14% | Add +12.7% | 27,575 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Add +3.3% | 27,187 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 27,162 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.6% | 27,020 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +6.6% | 26,957 | $1.3M |
| S.A. Mason LLC | 0.71% | No change | 26,929 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -3.0% | 26,880 | $1.3M |
| PBMares Wealth Management LLC | 0.28% | Reduce -1.8% | 26,656 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.36% | Add +2.9% | 26,294 | $1.3M |
| Garde Capital, Inc. | 0.09% | No change | 26,029 | $1.3M |
| Myecfo, LLC | 0.70% | Add +0.4% | 25,950 | $1.3M |
| Macroview Investment Management LLC | 1.26% | Add +3.3% | 25,942 | $1.3M |
| Vident Advisory, LLC | 0.03% | Reduce -0.3% | 25,705 | $1.3M |
| Sterling Capital Management LLC | 0.02% | — | 25,589 | $1.3M |
| CW Advisors, LLC | 0.02% | Reduce -9.8% | 25,568 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.42% | Reduce -1.8% | 25,499 | $1.3M |
| Greenhouse Wealth Management, LLC | 0.84% | No change | 25,196 | $1.3M |
| Forum Financial Management, LP | 0.02% | Reduce -0.6% | 25,075 | $1.2M |
| Montis Financial, LLC | 0.44% | Reduce -9.8% | 25,005 | $1.2M |
| Americana Partners, LLC | 0.08% | Reduce -3.5% | 24,961 | $1.2M |
| Country Club Bank | 0.08% | Reduce -4.5% | 24,753 | $1.2M |
| Blossom Wealth Management | 2.48% | Add +4.3% | 24,770 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +56.8% | 24,759 | $1.2M |
| Bridgewealth Advisory Group, LLC | 0.45% | Add +1.4% | 24,713 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 24,666 | $1.2M |
| Vima LLC | 2.48% | Reduce -4.4% | 24,360 | $1.2M |
| ETF Store, Inc. | 1.24% | Reduce -0.0% | 24,228 | $1.2M |
| Regatta Capital Group, LLC | 0.23% | No change | 24,146 | $1.2M |
| WealthBridge Capital Management, LLC | 0.34% | Reduce -0.7% | 24,105 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -10.7% | 23,998 | $1.2M |
| J. W. Coons Advisors, LLC | 0.22% | Add +0.7% | 23,671 | $1.2M |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -2.5% | 23,486 | $1.2M |
| PFG Investments, LLC | 0.08% | Reduce -2.5% | 23,423 | $1.2M |
| Petra Financial Advisors Inc. | 0.77% | Add +120.5% | 23,391 | $1.2M |
| Hutchinson Capital Management | 0.22% | No change | 23,132 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.11% | Reduce -9.0% | 23,123 | $1.1M |
| Wealthgate Family Office, LLC | 3.20% | Add +87.6% | 23,097 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +70.7% | 22,861 | $1.1M |
| Colony Family Offices, LLC | 0.35% | No change | 22,860 | $1.1M |
| Simmons Bank | 0.08% | Reduce -27.2% | 22,855 | $1.1M |
| Sageworth Trust Co | 0.07% | No change | 22,496 | $1.1M |
| Titleist Asset Management, LLC | 0.16% | Add +13.7% | 22,395 | $1.1M |
| Two Sigma Securities, LLC | 0.09% | New | 22,386 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +346.1% | 22,278 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +11.9% | 22,264 | $1.1M |
| Midwest Financial Group LLC | 0.65% | Reduce -2.2% | 22,123 | $1.1M |
| Simplify Asset Management Inc. | 0.08% | Reduce -14.7% | 22,085 | $1.1M |
| Burns J W & Co. Inc. | 0.14% | Add +0.3% | 21,928 | $1.1M |
| Rakuten Investment Management, Inc. | 0.01% | New | 21,655 | $1.1M |
| Terra Nova Asset Management LLC | 0.80% | No change | 21,766 | $1.1M |
| Compton Wealth Advisory Group, LLC | 0.27% | Add +0.5% | 21,740 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +31.3% | 21,572 | $1.1M |
| Authentikos Wealth Advisory, LLC | 1.02% | Add +22.0% | 21,372 | $1.1M |
| Port Capital LLC | 0.05% | No change | 21,350 | $1.1M |
| Citizens National Bank Trust Department | 0.22% | Add +124.2% | 21,332 | $1.1M |
| TAP Consulting, LLC | 0.21% | Add +14.1% | 21,313 | $1.1M |
| Interactive Financial Advisors, Inc. | 0.54% | Reduce -1.8% | 21,237 | $1.1M |
| Ascentis Independent Advisors | 0.16% | Reduce -3.7% | 21,223 | $1.1M |
| Savvy Advisors, Inc. | 0.21% | Add +0.2% | 21,213 | $1.1M |
| Worth Financial Advisory Group, LLC | 0.62% | Reduce -1.9% | 21,209 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +8.3% | 21,193 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 21,162 | $1.1M |
| Westside Investment Management, Inc. | 0.22% | No change | 21,168 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +21.1% | 21,013 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +13.2% | 20,641 | $1.0M |
| Verity Asset Management, Inc. | 0.39% | Reduce -15.2% | 20,623 | $1.0M |
| Certuity, LLC | 0.11% | Add +218.6% | 20,607 | $1.0M |
| Wealth Quarterback LLC | 0.53% | Reduce -1.8% | 20,595 | $1.0M |
| Hamilton Capital, LLC | 0.08% | No change | 19,707 | $1.0M |
| Belvedere Trading LLC | 0.06% | New | 20,509 | $1.0M |
| Mraz, Amerine & Associates, Inc. | 0.18% | No change | 20,367 | $1.0M |
| Hilltop Holdings Inc. | 0.07% | Add +2.9% | 20,294 | $1.0M |
| Avory & Company, LLC | 0.60% | No change | 20,000 | $994K |
| Kanawha Capital Management LLC | 0.07% | No change | 19,904 | $989K |
| Quantinno Capital Management LP | 0.01% | Add +6.6% | 19,888 | $988K |
| Wealthspire Retirement, LLC | 0.08% | Reduce -0.5% | 19,646 | $976K |
| Regal Investment Advisors LLC | 0.07% | Reduce -1.4% | 19,567 | $972K |
| Ewa, LLC | 0.35% | New | 19,951 | $967K |
| Doliver Advisors, LP | 0.27% | Reduce -2.5% | 19,445 | $966K |
| Sharp Wealth Advisory, LLC | 0.74% | Add +24.5% | 19,269 | $958K |
| IFG Advisory, LLC | 0.06% | Reduce -2.9% | 19,198 | $954K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.5% | 19,077 | $948K |
| Bleakley Financial Group, LLC | 0.03% | Add +48.8% | 18,972 | $943K |
| Fort Point Capital Partners LLC | 0.12% | Add +7.5% | 18,971 | $943K |
| Silverlake Wealth Management LLC | 0.36% | Add +6.9% | 18,960 | $942K |
| Cascade Financial Partners, LLC | 0.12% | Add +0.8% | 18,092 | $939K |
| Private Portfolio Partners LLC | 0.18% | New | 18,873 | $938K |
| Auxano Advisors, LLC | 0.24% | Reduce -5.8% | 18,814 | $935K |
| BKM Wealth Management, LLC | 0.38% | No change | 18,789 | $934K |
| Bright Financial Advisors, Inc. | 0.59% | Reduce -1.7% | 18,712 | $930K |
| Douglass Winthrop Advisors, LLC | 0.02% | New | 18,680 | $928K |
| Dohj, LLC | 0.22% | Reduce -2.8% | 18,448 | $926K |
| Merit Financial Group, LLC | 0.02% | Reduce -3.9% | 18,563 | $923K |
| Cardiff Park Advisors, LLC | 0.08% | No change | 18,390 | $914K |
| Wealth Management Associates, Inc. | 0.40% | Add +2.5% | 18,368 | $913K |
| Norris Perne & French LLP | 0.06% | No change | 18,302 | $910K |
| Sheets Smith Wealth Management | 0.11% | Add +3.9% | 18,211 | $905K |
| Narus Financial Partners, LLC | 0.32% | Reduce -2.2% | 18,153 | $902K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -13.5% | 18,117 | $900K |
| Y.D. More Investments Ltd | 0.09% | No change | 18,000 | $895K |
| Hobbs Group Advisors, LLC | 0.32% | Reduce -0.1% | 17,787 | $884K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +11.3% | 17,685 | $879K |
| Phillips Financial Management, LLC | 0.07% | Reduce -3.4% | 17,649 | $877K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -35.9% | 17,477 | $869K |
| First National Trust Co | 0.03% | No change | 17,447 | $867K |
| GTS Securities LLC | 0.02% | New | 17,426 | $866K |
| Mayflower Financial Advisors, LLC | 0.13% | No change | 17,389 | $864K |
| Divergent Wealth Advisors | 0.16% | Add +0.4% | 17,333 | $861K |
| Florida Trust Wealth Management Co | 0.03% | No change | 17,304 | $860K |
| CWA Asset Management Group, LLC | 0.05% | — | 17,246 | $857K |
| S&co Inc. | 0.06% | No change | 17,174 | $853K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -6.5% | 17,119 | $851K |
| Riggs Asset Managment Co. Inc. | 0.23% | Add +1.7% | 17,057 | $848K |
| Crosspoint Financial, LLC | 2.91% | No change | 17,056 | $848K |
| Azimuth Capital Investment Management LLC | 0.03% | No change | 17,024 | $846K |
| Valeo Financial Advisors, LLC | 0.02% | Add +9.6% | 16,934 | $842K |
| First Trust Advisors LP | 0.00% | Add +11.5% | 16,919 | $841K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 16,821 | $836K |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -7.3% | 16,793 | $835K |
| Ballew Advisors, Inc | 0.56% | Reduce -44.8% | 16,910 | $833K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -7.6% | 16,700 | $830K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 16,637 | $826K |
| RFG Advisory, LLC | 0.03% | Add +1.1% | 16,604 | $825K |
| Principle Wealth Partners LLC | 0.06% | No change | 16,459 | $818K |
| Mirador Capital Partners LP | 0.15% | Reduce -1.8% | 16,310 | $811K |
| Mill Capital Management, LLC | 0.06% | No change | 16,250 | $808K |
| Wescott Financial Advisory Group, LLC | 0.09% | Reduce -2.6% | 16,247 | $807K |
| Vise Technologies, Inc. | 0.10% | Reduce -0.0% | 16,241 | $807K |
| Private Trust Co. NA | 0.08% | Reduce -24.3% | 16,201 | $805K |
| Beam Wealth Advisors, Inc. | 0.24% | Add +25.4% | 16,178 | $804K |
| Ellis Investment Partners, LLC | 0.16% | Add +2.6% | 16,100 | $800K |
| Seeds Investor LLC | 0.30% | New | 16,071 | $799K |
| Old National Bancorp | 0.02% | Add +16.7% | 15,989 | $795K |
| Independent Wealth Network Inc. | 0.34% | Add +43.5% | 15,564 | $774K |
| Northcape Wealth Management, LLC | 0.25% | No change | 15,535 | $772K |
| Blue Fin Capital, Inc. | 0.15% | No change | 15,508 | $771K |
| Spire Wealth Management | 0.03% | Add +11.6% | 15,330 | $762K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.2% | 14,491 | $752K |
| Horan Capital Advisors, LLC. | 0.25% | No change | 15,085 | $750K |
| Hanson & Doremus Investment Management | 0.12% | Reduce -2.4% | 15,053 | $748K |
| Tarbox Family Office, Inc. | 0.12% | No change | 15,000 | $746K |
| Bank of Nova Scotia | 0.00% | Reduce -11.6% | 14,937 | $742K |
| Aberdeen Wealth Management LLC | 0.49% | Reduce -6.3% | 14,912 | $741K |
| Avaii Wealth Management, LLC | 0.37% | Add +1.7% | 14,814 | $736K |
| AQR Capital Management | 0.00% | Reduce -5.3% | 14,730 | $732K |
| Arkadios Wealth Advisors | 0.04% | Add +14.6% | 14,687 | $730K |
| Principal Securities, Inc. | 0.02% | Add +27.9% | 14,532 | $722K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.2% | 14,517 | $721K |
| Marmo Financial Group, LLC | 0.38% | No change | 14,401 | $716K |
| Confluence Investment Management LLC | 0.01% | Add +5.0% | 14,370 | $714K |
| Independent Advisor Alliance | 0.03% | Reduce -2.8% | 14,335 | $712K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.9% | 14,294 | $710K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +22.0% | 14,291 | $710K |
| Maia Wealth LLC | 0.17% | Add +7.0% | 13,687 | $707K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 14,176 | $705K |
| Access Investment Management LLC | 0.21% | No change | 14,052 | $698K |
| Central Bank & Trust Co. | 0.10% | Add +3.1% | 14,027 | $697K |
| American National Bank & Trust | 0.08% | No change | 14,001 | $696K |
| Southland Equity Partners LLC | 0.17% | Add +56.1% | 13,930 | $692K |
| Venturi Wealth Management, LLC | 0.04% | No change | 13,868 | $689K |
| Encompass Wealth Advisors, LLC | 0.17% | No change | 13,825 | $687K |
| Ayrshire Capital Management LLC | 0.33% | Reduce -48.5% | 13,801 | $686K |
| KCM Investment Advisors LLC | 0.02% | Add +0.2% | 13,783 | $685K |
| Intrua Financial, LLC | 0.11% | Reduce -3.4% | 13,773 | $685K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.07% | Add +14.7% | 13,746 | $683K |
| Carnegie Investment Counsel | 0.02% | Reduce -7.2% | 13,700 | $681K |
| Grant Street Asset Management, Inc. | 0.20% | Reduce -60.1% | 13,537 | $673K |
| Moneco Advisors, LLC | 0.08% | Reduce -0.0% | 13,425 | $667K |
| SlateStone Wealth, LLC | 0.06% | No change | 13,324 | $662K |
| Valmark Advisers, Inc. | 0.01% | Add +51.5% | 13,155 | $654K |
| Riverpoint Wealth Management Holdings, LLC | 0.17% | No change | 13,073 | $650K |
| Aprio Wealth Management, LLC | 0.10% | Reduce -5.0% | 13,054 | $649K |
| Angeles Wealth Management, LLC | 0.06% | New | 13,000 | $646K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -3.5% | 12,961 | $644K |
| AA Financial Advisors, LLC | 0.19% | Add +65.1% | 12,950 | $644K |
| DMC Group, LLC | 0.52% | Add +35.7% | 12,930 | $643K |
| Ingalls & Snyder LLC | 0.03% | Reduce -0.0% | 12,927 | $642K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 12,912 | $642K |
| Mission Creek Capital Partners, Inc. | 0.15% | Reduce -0.5% | 12,857 | $639K |
| Schrum Private Wealth Management LLC | 0.33% | Add +100.0% | 12,830 | $638K |
| Cordgrass Capital Advisors, LLC | 0.18% | No change | 12,793 | $636K |
| Trustmark Bank Trust Department | 0.05% | Add +0.5% | 12,583 | $625K |
| Phoenix Wealth Advisors | 0.29% | Reduce -3.6% | 12,501 | $621K |
| Community Bank, N.A. | 0.08% | Reduce -0.1% | 12,477 | $620K |
| Integrated Investment Consultants, LLC | 0.13% | Add +388.9% | 48,474 | $619K |
| SGL Investment Advisors, Inc. | 0.32% | — | 12,758 | $618K |
| Boston Family Office LLC | 0.04% | Reduce -20.2% | 12,421 | $617K |
| Hirtle & Co., LLC | 0.03% | No change | 12,402 | $616K |
| Pure Portfolios Holdings LLC | 0.23% | — | 12,400 | $616K |
| Sterling Investment Advisors LLC | 0.34% | Add +2.4% | 12,288 | $611K |
| Nwam LLC | 0.04% | New | 12,271 | $610K |
| PDS Planning, Inc | 0.05% | Add +0.8% | 12,191 | $606K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 12,181 | $605K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +8.9% | 12,107 | $602K |
| Keebeck Wealth Management | 0.09% | No change | 12,025 | $598K |
| MBL Wealth, LLC | 0.06% | No change | 12,000 | $596K |
| Arrowroot Family Office, LLC | 0.35% | Reduce -0.5% | 11,993 | $596K |
| Benjamin Edwards Inc. | 0.01% | New | 11,930 | $593K |
| Grey Ledge Advisors, LLC | 0.15% | Reduce -10.3% | 11,675 | $580K |
| Meridian Wealth Management, LLC | 0.03% | New | 11,631 | $578K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -2.1% | 11,616 | $577K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 11,575 | $575K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +6.7% | 11,572 | $575K |
| Texas Yale Capital Corp. | 0.02% | No change | 11,537 | $573K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 11,489 | $571K |
| Colonial Trust Co / SC | 0.09% | Reduce -0.7% | 11,401 | $567K |
| Wealthgarden F.S. LLC | 0.55% | No change | 11,354 | $564K |
| Mosaic Family Wealth Partners, LLC | 0.08% | No change | 11,257 | $559K |
| Werba Rubin Papier Wealth Management | 0.13% | No change | 11,234 | $558K |
| Andina Capital Management, LLC | 0.42% | Reduce -8.8% | 11,194 | $556K |
| Appleton Partners Inc. | 0.04% | Reduce -3.3% | 11,181 | $556K |
| Winch Advisory Services, LLC | 0.15% | No change | 11,186 | $556K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +36.9% | 11,184 | $556K |
| M Holdings Securities, Inc. | 0.14% | No change | 11,150 | $554K |
| Silvia McColl Wealth Management, LLC | 0.41% | No change | 11,071 | $550K |
| Hancock Whitney Corp. | 0.02% | No change | 11,018 | $548K |
| West Paces Advisors Inc. | 0.13% | No change | 11,015 | $547K |
| Capital Advisors Inc. | 0.01% | Add +3.0% | 10,966 | $545K |
| Outlook Wealth Advisors, LLC | 0.16% | New | 10,937 | $544K |
| Belpointe Asset Management LLC | 0.03% | Reduce -6.2% | 10,914 | $542K |
| Sentinel Pension Advisors, LLC | 0.10% | New | 10,865 | $540K |
| Betterment LLC | 0.00% | Reduce -7.6% | 10,822 | $538K |
| Bogart Wealth, LLC | 0.03% | No change | 10,812 | $537K |
| EPG Wealth Management LLC | 0.14% | Add +0.0% | 10,795 | $537K |
| Viewpoint Capital Management LLC | 0.30% | No change | 10,639 | $533K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.9% | 10,666 | $530K |
| Asset Dedication, LLC | 0.04% | Reduce -2.8% | 10,664 | $530K |
| True North Advisors, LLC | 0.14% | No change | 10,650 | $529K |
| Transcend Capital Advisors, LLC | 0.04% | Add +19.1% | 10,595 | $527K |
| DAVENPORT & Co LLC | 0.00% | Add +1.1% | 10,564 | $525K |
| Shepherd Financial Partners LLC | 0.06% | Add +6.6% | 10,487 | $521K |
| FFT Wealth Management LLC | 0.04% | No change | 10,471 | $520K |
| CRCM LP | 0.34% | Reduce -98.7% | 10,445 | $519K |
| Fisher Asset Management | 0.00% | Add +81.0% | 10,351 | $514K |
| Park Avenue Securities LLC | 0.01% | Add +16.5% | 10,286 | $511K |
| New Republic Capital, LLC | 0.29% | Add +40.8% | 10,260 | $510K |
| Tradition Wealth Management, LLC | 0.05% | No change | 10,233 | $509K |
| Inspirion Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 10,153 | $505K |
| CX Institutional | 0.02% | New | 10,128 | $503K |
| Hengehold Capital Management LLC | 0.05% | No change | 10,000 | $497K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -4.5% | 9,566 | $496K |
| Greenleaf Trust | 0.00% | Add +24.0% | 9,931 | $494K |
| Magnolia Capital Advisors LLC | 0.25% | Reduce -74.1% | 9,921 | $493K |
| Sharper & Granite LLC | 0.22% | Add +10.7% | 9,905 | $492K |
| Mather Group, Llc. | 0.01% | Reduce -41.5% | 9,845 | $489K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -29.9% | 9,817 | $488K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,773 | $486K |
| Staley Capital Advisers Inc. | 0.02% | No change | 9,728 | $483K |
| Swmg, LLC | 0.20% | New | 9,940 | $483K |
| Perennial Investment Advisors, LLC | 0.06% | No change | 9,675 | $481K |
| Sonora Investment Management Group, LLC | 0.04% | Add +28.3% | 9,643 | $479K |
| Kovack Advisors, Inc. | 0.05% | Reduce -45.3% | 9,638 | $479K |
| Waverly Advisors, LLC | 0.01% | Add +0.3% | 9,614 | $478K |
| Renaissance Technologies | 0.00% | New | 9,600 | $477K |
| Black Diamond Financial, LLC | 0.08% | No change | 9,584 | $476K |
| Patten & Patten Inc. | 0.03% | Add +5.9% | 9,545 | $474K |
| Choate Investment Advisors | 0.01% | No change | 9,517 | $473K |
| Williams & Novak, LLC | 0.44% | Reduce -0.1% | 9,496 | $472K |
| CoreCap Advisors, LLC | 0.02% | New | 9,484 | $471K |
| Centurion Wealth Management LLC | 0.15% | — | 9,425 | $468K |
| Bison Wealth, LLC | 0.07% | Reduce -26.1% | 9,399 | $467K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.5% | 9,374 | $466K |
| Catawba River Capital | 0.29% | No change | 9,363 | $465K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.1% | 9,328 | $464K |
| Smith & Howard Wealth Management, LLC | 0.13% | No change | 9,269 | $461K |
| Berkeley Capital Partners, LLC | 0.13% | Add +2.9% | 9,260 | $460K |
| Farmers Trust Co. | 0.09% | Add +17.8% | 9,246 | $460K |
| Capital Planning Advisors, LLC | 0.07% | Reduce -3.0% | 9,242 | $459K |
| Callan Capital, LLC | 0.03% | Reduce -66.4% | 9,195 | $457K |
| Woodward Diversified Capital, LLC | 0.29% | Reduce -5.2% | 9,195 | $457K |
| Capital Analysts, LLC | 0.02% | Add +33.9% | 9,129 | $454K |
| Pinnacle Associates Ltd. | 0.01% | Add +7.5% | 11,598 | $453K |
| Global Financial Private Client, LLC | 0.17% | Add +865.1% | 9,014 | $448K |
| Tyler-Stone Wealth Management | 0.08% | Add +100.0% | 9,009 | $448K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 9,000 | $447K |
| Endowment Wealth Management, Inc. | 0.29% | Add +0.6% | 8,991 | $447K |
| Councilor Wealth, LLC | 0.22% | No change | 8,950 | $445K |
| Waypoint Capital Advisors, LLC | 0.09% | No change | 8,913 | $443K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.3% | 8,790 | $437K |
| Good Life Advisors, LLC | 0.03% | New | 8,776 | $436K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +26.1% | 8,757 | $435K |
| DGS Capital Management, LLC | 0.12% | Reduce -1.2% | 8,719 | $433K |
| Ashford Capital Management Inc. | 0.05% | Add +5.4% | 8,711 | $433K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -1.8% | 8,687 | $432K |
| KKM Financial LLC | 0.21% | Reduce -33.7% | 8,683 | $432K |
| First Hawaiian Bank | 0.01% | No change | 8,630 | $429K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 8,513 | $423K |
| First Nebraska Trust Co | 0.04% | No change | 8,500 | $422K |
| First Financial Bankshares Inc | 0.01% | Reduce -6.4% | 8,499 | $422K |
| Csenge Advisory Group | 0.02% | Reduce -11.0% | 8,400 | $421K |
| First PREMIER Bank | 0.10% | No change | 8,414 | $419K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +2.6% | 8,401 | $418K |
| Beacon Capital Management, LLC | 0.06% | No change | 8,400 | $417K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 8,395 | $417K |
| Talon Private Wealth, LLC | 0.09% | — | 8,332 | $414K |
| Mid-American Wealth Advisory Group, Inc. | 0.26% | Reduce -16.5% | 8,320 | $414K |
| Reliant Wealth Planning | 0.18% | New | 8,317 | $413K |
| Essex Bank | 0.10% | No change | 8,300 | $413K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -2.3% | 8,275 | $411K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 8,255 | $410K |
| Great Diamond Partners, LLC | 0.10% | Add +0.8% | 8,234 | $409K |
| Larson Financial Group LLC | 0.02% | Reduce -1.5% | 8,185 | $407K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +41.4% | 8,072 | $401K |
| McAdam, LLC | 0.02% | Reduce -8.9% | 8,059 | $401K |
| Klingman & Associates, LLC | 0.02% | Add +71.7% | 7,983 | $397K |
| Clarity Financial LLC | 0.05% | Reduce -26.1% | 7,863 | $391K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +43.8% | 7,859 | $390K |
| Stegent Equity Advisors, Inc. | 0.43% | Reduce -2.4% | 7,832 | $389K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 7,816 | $388K |
| Future Financial Wealth Managment LLC | 0.28% | No change | 7,800 | $388K |
| Advus Financial Partners, LLC | 0.11% | No change | 7,797 | $388K |
| Howard Financial Services, LTD. | 0.06% | Add +2.9% | 7,774 | $386K |
| Meritage Portfolio Management | 0.02% | No change | 7,760 | $386K |
| Strategies Wealth Advisors, LLC | 0.05% | No change | 7,752 | $385K |
| Arkansas Financial Group, Inc. | 0.06% | Reduce -4.2% | 7,691 | $382K |
| Kiely Wealth Advisory Group, Inc. | 0.24% | No change | 7,781 | $382K |
| Cypress Wealth Services, LLC | 0.08% | New | 7,685 | $382K |
| Tacita Capital Inc | 0.25% | No change | 7,662 | $381K |
| Benchmark Investment Advisors LLC | 0.27% | Reduce -7.1% | 7,615 | $378K |
| Balboa Wealth Partners | 0.09% | Add +6.9% | 7,594 | $377K |
| Advance Capital Management, Inc. | 0.02% | Add +1.7% | 7,576 | $377K |
| First City Capital Management, Inc. | 0.19% | No change | 7,543 | $375K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.9% | 7,517 | $374K |
| Compass Ion Advisors, LLC | 0.05% | New | 7,515 | $373K |
| WASHINGTON TRUST Co | 0.01% | Reduce -0.9% | 7,510 | $373K |
| Arrien Investments, Inc. | 0.27% | No change | 7,500 | $373K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -2.8% | 7,468 | $371K |
| 5th Street Advisors, LLC | 0.18% | New | 7,450 | $370K |
| Lakeridge Wealth Management LLC | 0.20% | No change | 7,372 | $366K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.7% | 7,330 | $364K |
| Orcam Financial Group | 0.35% | No change | 7,264 | $361K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 7,245 | $360K |
| StoneX Group Inc. | 0.03% | Reduce -22.9% | 7,243 | $360K |
| First Merchants Corp. | 0.01% | New | 7,230 | $359K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.1% | 7,196 | $358K |
| Aspiriant, LLC | 0.01% | Reduce -0.1% | 7,193 | $357K |
| Kings Path Partners LLC | 0.15% | New | 7,139 | $355K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +3.2% | 7,139 | $355K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 7,118 | $354K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 7,112 | $353K |
| Solidarity Wealth, LLC | 0.10% | No change | 7,087 | $352K |
| Journey Advisory Group, LLC | 0.04% | No change | 7,960 | $350K |
| Beckerman Institutional, LLC | 0.29% | — | 6,996 | $348K |
| Cambridge Advisors Inc. | 0.08% | No change | 6,952 | $346K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 6,885 | $342K |
| Durante & Waters, LLC | 0.29% | No change | 6,870 | $341K |
| Twin Lakes Capital Management, LLC | 0.22% | Reduce -6.1% | 6,829 | $339K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.2% | 6,796 | $338K |
| Sound Stewardship, LLC | 0.19% | No change | 6,764 | $336K |
| Panoramic Investment Advisors, LLC | 0.23% | — | 6,748 | $335K |
| TCP Asset Management, LLC | 0.08% | Add +3.0% | 6,672 | $332K |
| Koa Wealth Management, LLC | 0.26% | Reduce -2.9% | 6,663 | $331K |
| Wynn Capital, LLC | 0.22% | No change | 6,646 | $330K |
| DLK Investment Management, LLC | 0.13% | No change | 6,641 | $330K |
| Sandy Cove Advisors, LLC | 0.13% | Add +6.5% | 6,535 | $325K |
| Facet Wealth, Inc. | 0.01% | Reduce -31.8% | 6,270 | $324K |
| Diversified Trust Co. | 0.01% | Add +17.4% | 6,506 | $323K |
| Pullen Investment Management, LLC | 0.24% | No change | 6,504 | $323K |
| First National Bank Sioux Falls | 0.15% | No change | 6,500 | $323K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 6,500 | $323K |
| Van Eck Associates Corp. | 0.00% | No change | 6,254 | $321K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 6,457 | $321K |
| Liberty Wealth Management LLC | 0.05% | Reduce -1.6% | 6,446 | $320K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -13.0% | 6,437 | $320K |
| Manchester Capital Management LLC | 0.04% | No change | 6,425 | $319K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 6,367 | $316K |
| Wealthcare Capital Management LLC | 0.03% | Add +2.5% | 6,171 | $307K |
| Clay Northam Wealth Management, LLC | 0.21% | Add +0.2% | 6,162 | $306K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.5% | 6,112 | $304K |
| JB Capital LLC | 0.02% | Reduce -0.4% | 6,106 | $303K |
| Franklin Street Advisors Inc. | 0.02% | No change | 6,090 | $303K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -1.1% | 6,083 | $302K |
| Aries Wealth Management | 0.08% | No change | 6,080 | $302K |
| Lanark Financial, Inc. | 0.03% | Add +11.5% | 6,083 | $302K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -3.5% | 6,059 | $301K |
| Summit Global Investments | 0.02% | Reduce -0.0% | 6,033 | $300K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 6,036 | $300K |
| Verus Capital Partners, LLC | 0.03% | Add +4.5% | 6,024 | $299K |
| Foundation Wealth Management, LLC | 0.23% | No change | 5,999 | $298K |
| Transform Wealth, LLC | 0.02% | Reduce -8.0% | 5,853 | $291K |
| Hollencrest Capital Management | 0.01% | No change | 5,850 | $291K |
| Continuum Wealth Advisors, LLC | 0.15% | No change | 5,800 | $288K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Reduce -4.9% | 5,799 | $288K |
| Nemes Rush Group LLC | 0.04% | No change | 6,852 | $288K |
| Quantum Portfolio Management LLC | 0.16% | Reduce -43.1% | 5,789 | $288K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 5,776 | $287K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 5,716 | $284K |
| Kathleen S. Wright Associates Inc. | 0.12% | No change | 5,715 | $284K |
| XML Financial, LLC | 0.03% | Reduce -10.5% | 5,702 | $283K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.0% | 5,703 | $283K |
| Moss Adams Wealth Advisors LLC | 0.03% | New | 5,677 | $282K |
| Blue Chip Partners, LLC | 0.02% | No change | 5,665 | $282K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +5.0% | 5,632 | $280K |
| WESPAC Advisors SoCal, LLC | 0.06% | New | 5,628 | $280K |
| First American Bank | 0.02% | Reduce -26.3% | 5,625 | $280K |
| Founders Financial Securities LLC | 0.03% | Reduce -7.3% | 5,613 | $279K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 5,602 | $278K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -30.0% | 5,593 | $278K |
| Madison Wealth Partners, Inc | 0.08% | New | 5,593 | $278K |
| Empirical Asset Management, LLC | 0.10% | Add +1.1% | 5,564 | $277K |
| Catalina Capital Group, LLC | 0.09% | No change | 5,550 | $276K |
| Kingfisher Capital LLC | 0.06% | No change | 5,530 | $275K |
| Summit Wealth Partners, LLC | 0.05% | No change | 5,515 | $274K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -9.5% | 5,500 | $273K |
| Visionary Wealth Advisors | 0.02% | New | 5,499 | $273K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,498 | $273K |
| NWF Advisory Services Inc. | 0.04% | Reduce -6.6% | 5,430 | $270K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -2.4% | 5,371 | $269K |
| Keel Point, LLC | 0.02% | New | 5,418 | $269K |
| BluePointe Capital Management, LLC | 0.17% | No change | 5,340 | $265K |
| Prentiss Smith & Co. Inc. | 0.17% | Reduce -1.6% | 5,328 | $265K |
| Money Concepts Capital Corp. | 0.02% | Reduce -18.3% | 5,300 | $263K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 5,250 | $261K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 5,250 | $261K |
| Fiduciary Family Office, LLC | 0.09% | No change | 5,249 | $261K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -12.4% | 5,246 | $261K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 5,246 | $261K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 5,232 | $260K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 5,194 | $258K |
| Investment Advisory Group, LLC | 0.09% | No change | 5,193 | $258K |
| Envision Financial Planning, LLC | 0.14% | No change | 5,192 | $258K |
| Worth Asset Management, LLC | 0.14% | New | 5,182 | $258K |
| Mechanics Financial Corp | 0.11% | Reduce -6.0% | 5,096 | $253K |
| Guardian Capital Advisors LP | 0.02% | No change | 5,000 | $251K |
| Fortitude Family Office, LLC | 0.10% | Add +26.0% | 5,034 | $250K |
| Lesa Sroufe & Co | 0.23% | No change | 5,025 | $250K |
| Gateway Wealth Partners, LLC | 0.07% | New | 5,015 | $249K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 5,012 | $249K |
| Davis R M Inc. | 0.00% | New | 5,004 | $249K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.6% | 5,001 | $249K |
| West Branch Capital LLC | 0.09% | No change | 5,000 | $249K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 5,000 | $249K |
| Summit Financial, LLC | 0.01% | New | 4,973 | $247K |
| Sfm, LLC | 0.18% | No change | 4,951 | $246K |
| Warren Street Wealth Advisors, LLC | 0.10% | Reduce -3.2% | 4,943 | $246K |
| Pallas Capital Advisors LLC | 0.01% | No change | 4,735 | $245K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -2.7% | 4,916 | $244K |
| Carrera Capital Advisors | 0.06% | Reduce -5.5% | 4,878 | $242K |
| International Private Wealth Advisors LLC | 0.35% | Reduce -4.8% | 4,867 | $242K |
| Bourgeon Capital Management LLC | 0.05% | No change | 4,846 | $241K |
| Certified Advisory Corp | 0.03% | Reduce -0.9% | 4,825 | $240K |
| IPG Investment Advisors LLC | 0.05% | New | 4,799 | $239K |
| Westwood Holdings Group Inc. | 0.00% | No change | 4,792 | $238K |
| Saxon Interests, Inc. | 0.11% | Reduce -1.6% | 4,760 | $237K |
| One Charles Private Wealth Services, LLC | 0.09% | No change | 4,729 | $235K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.5% | 4,709 | $234K |
| Centennial Wealth Advisory LLC | 0.09% | Add +0.8% | 4,704 | $234K |
| Quotient Wealth Partners, LLC | 0.01% | New | 4,684 | $233K |
| SageView Advisory Group, LLC | 0.01% | Reduce -4.6% | 4,673 | $232K |
| Hillcrest Wealth Advisors - NY, LLC | 0.12% | No change | 4,650 | $231K |
| Pin Oak Investment Advisors Inc. | 0.21% | No change | 4,636 | $230K |
| Guidance Point Advisors, LLC | 0.07% | No change | 4,622 | $230K |
| Insight 2811, Inc. | 0.11% | No change | 4,620 | $230K |
| Gould Capital, LLC | 0.15% | Reduce -2.0% | 4,615 | $229K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 4,606 | $229K |
| SpiderRock Advisors, LLC | 0.00% | Reduce -18.6% | 4,570 | $227K |
| PCA Investment Advisory Services Inc. | 0.11% | New | 4,562 | $227K |
| Telos Capital Management, Inc. | 0.02% | New | 4,559 | $227K |
| Procyon Advisors, LLC | 0.02% | New | 4,552 | $226K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -1.1% | 4,545 | $226K |
| Unique Wealth, LLC | 0.05% | New | 4,541 | $226K |
| CGN Advisors LLC | 0.02% | Reduce -11.0% | 4,527 | $225K |
| Chapin Davis, Inc. | 0.07% | New | 4,525 | $225K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +28.6% | 4,500 | $224K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -13.8% | 4,480 | $223K |
| Vance Wealth, LLC | 0.08% | New | 4,480 | $223K |
| Fca Corp. | 0.07% | Reduce -12.7% | 4,478 | $223K |
| HUB Investment Partners, LLC | 0.01% | Reduce -2.0% | 4,475 | $222K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | New | 4,448 | $221K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | New | 4,428 | $220K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 4,407 | $219K |
| Valicenti Advisory Services Inc. | 0.06% | Reduce -24.1% | 4,400 | $219K |
| Firethorn Wealth Partners, LLC | 0.11% | New | 4,388 | $218K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 4,352 | $216K |
| Presidio Capital Management, LLC | 0.14% | Reduce -15.3% | 4,338 | $216K |
| ARK & TLK Investments, LLC | 0.08% | New | 4,335 | $215K |
| Atlantic Union Bankshares Corp | 0.01% | New | 4,329 | $215K |
| Trilogy Capital Inc. | 0.01% | New | 4,314 | $214K |
| Code Waechter LLC | 0.20% | — | 4,250 | $211K |
| Obermeyer Wealth Partners | 0.01% | New | 4,232 | $210K |
| Spinnaker Investment Group, LLC | 0.05% | New | 4,224 | $210K |
| Parsons Capital Management Inc. | 0.01% | New | 4,204 | $209K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 4,190 | $208K |
| Roger Wittlin Investment Advisory, LLC | 0.12% | New | 4,178 | $208K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -25.8% | 4,157 | $207K |
| Harbour Capital Advisors, LLC | 0.05% | New | 4,184 | $206K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -18.6% | 4,146 | $206K |
| Stone Summit Wealth LLC | 0.07% | New | 4,142 | $206K |
| Beacon Financial Advisory LLC | 0.07% | New | 4,141 | $206K |
| Naples Global Advisors, LLC | 0.02% | New | 4,136 | $206K |
| Vaughan David Investments LLC | 0.00% | New | 4,100 | $204K |
| Advantage Trust Co | 0.14% | No change | 4,102 | $204K |
| Wiser Wealth Management, Inc | 0.06% | New | 4,080 | $203K |
| TruWealth Advisors, LLC | 0.01% | New | 4,067 | $202K |
| Lazard Asset Management LLC | 0.00% | Reduce -81.1% | 4,081 | $202K |
| Clear Investment Research, LLC | 0.26% | Reduce -9.2% | 4,046 | $201K |
| Walker Asset Management, LLC | 0.12% | New | 4,034 | $200K |
| CRA Financial Services, LLC | 0.04% | New | 4,025 | $200K |
| Sandy Spring Bank | 0.01% | Add +23.1% | 3,954 | $197K |
| ORG Partners LLC | 0.03% | Reduce -4.5% | 3,937 | $196K |
| JFS Wealth Advisors, LLC | 0.01% | Add +64.0% | 3,862 | $192K |
| Continuum Advisory, LLC | 0.02% | Add +25.5% | 3,918 | $190K |
| Parkside Financial Bank & Trust | 0.03% | Add +13.5% | 3,752 | $186K |
| Main Street Group, LTD | 0.08% | No change | 3,703 | $184K |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 3,641 | $181K |
| Granite FO LLC | 0.10% | New | 3,565 | $177K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 3,565 | $177K |
| Castleview Partners, LLC | 0.10% | Add +5031.9% | 3,541 | $176K |
| Alpine Bank Wealth Management | 0.03% | — | 3,461 | $172K |
| Balefire, LLC | 0.06% | Reduce -6.7% | 3,397 | $169K |
| First Eagle Investment Management, LLC | 0.00% | Add +5.3% | 3,386 | $168K |
| WR Wealth Planners, LLC | 0.05% | Add +0.5% | 3,339 | $166K |
| Ashton Thomas Securities, LLC | 0.03% | New | 3,315 | $165K |
| Smithfield Trust Co | 0.01% | Add +254.2% | 3,276 | $164K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,281 | $163K |
| Acropolis Investment Management, LLC | 0.01% | No change | 3,145 | $156K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 3,014 | $150K |
| WealthCollab, LLC | 0.10% | No change | 3,000 | $149K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,968 | $148K |
| Rothschild Investment LLC | 0.01% | Reduce -0.7% | 2,908 | $145K |
| Colonial Trust Advisors | 0.01% | No change | 2,848 | $142K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -47.1% | 2,669 | $141K |
| Caitlin John, LLC | 0.09% | No change | 2,889 | $140K |
| Financial Perspectives, Inc | 0.05% | No change | 2,753 | $137K |
| Oarsman Capital, Inc. | 0.03% | New | 2,746 | $136K |
| Trust Co. of Vermont | 0.01% | No change | 2,742 | $136K |
| First Pacific Financial | 0.03% | No change | 2,685 | $133K |
| Stephens Consulting, LLC | 0.03% | No change | 2,655 | $132K |
| DT Investment Partners, LLC | 0.01% | Add +26.0% | 2,649 | $132K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -2.4% | 2,643 | $131K |
| Tidemark, LLC | 0.05% | No change | 2,613 | $130K |
| Carmichael Hill & Associates, Inc. | 0.05% | Add +120.8% | 2,532 | $126K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 2,500 | $124K |
| Horizons Wealth Management | 0.09% | Reduce -4.6% | 2,466 | $123K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.1% | 2,298 | $114K |
| Sound Income Strategies, LLC | 0.01% | Reduce -8.6% | 2,179 | $108K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,168 | $108K |
| Voisard Asset Management Group, Inc. | 0.04% | No change | 2,120 | $105K |
| Matrix Trust Co | 0.02% | New | 2,018 | $100K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,000 | $99K |
| M&R Capital Management Inc. | 0.02% | No change | 2,000 | $99K |
| SouthState Bank Corp | 0.01% | Add +5.6% | 1,993 | $99K |
| Values First Advisors, Inc. | 0.05% | New | 1,963 | $98K |
| Burkett Financial Services, LLC | 0.04% | Add +5.8% | 1,920 | $95K |
| First United Bank & Trust | 0.03% | No change | 1,902 | $95K |
| Tsfg, LLC | 0.02% | Reduce -11.4% | 1,873 | $93K |
| Eagle Bay Advisors LLC | 0.03% | No change | 1,823 | $91K |
| Albion Financial Group | 0.01% | New | 1,815 | $90K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,812 | $90K |
| Oakworth Capital, Inc. | 0.01% | Reduce -18.6% | 1,752 | $87K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,698 | $84K |
| Avondale Wealth Management | 0.05% | No change | 1,608 | $80K |
| Bull Oak Capital, LLC | 0.05% | New | 1,592 | $79K |
| Planned Solutions, Inc. | 0.03% | New | 1,591 | $79K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,590 | $79K |
| Caldwell Trust Co | 0.01% | No change | 1,576 | $78K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $78K |
| CNB Bank | 0.04% | No change | 1,530 | $76K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,500 | $75K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.7% | 1,487 | $74K |
| Stone House Investment Management, LLC | 0.01% | Reduce -1.6% | 1,459 | $73K |
| GAMMA Investing LLC | 0.01% | Add +158.7% | 1,446 | $72K |
| McIlrath & Eck, LLC | 0.01% | Add +34.3% | 1,335 | $66K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,319 | $66K |
| NBT Bank, N.A. | 0.00% | New | 1,318 | $66K |
| Accordant Advisory Group Inc | 0.07% | No change | 1,300 | $65K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,220 | $61K |
| Global Trust Asset Management, LLC | 0.02% | Add +71.4% | 1,200 | $60K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +68.0% | 1,181 | $59K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +127.0% | 1,135 | $56K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,105 | $55K |
| First Community Trust NA | 0.04% | New | 1,075 | $53K |
| Transcendent Capital Group LLC | 0.03% | Reduce -10.5% | 1,067 | $53K |
| Tompkins Financial Corp. | 0.01% | Reduce -27.9% | 1,048 | $52K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,043 | $52K |
| Barrett & Company, Inc. | 0.02% | No change | 1,000 | $50K |
| Montag A & Associates Inc. | 0.00% | Reduce -27.7% | 1,000 | $50K |
| Cornerstone Planning Group LLC | 0.01% | No change | 940 | $49K |
| Bellevue Asset Management, LLC | 0.02% | No change | 931 | $46K |
| Hexagon Capital Partners LLC | 0.01% | No change | 928 | $46K |
| Financial Freedom, LLC | 0.02% | No change | 875 | $43K |
| MCF Advisors LLC | 0.00% | Reduce -19.1% | 871 | $43K |
| Avion Wealth | 0.01% | No change | 869 | $43K |
| Center for Financial Planning, Inc. | 0.01% | No change | 850 | $42K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 849 | $42K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 810 | $40K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -1.0% | 802 | $40K |
| Pingora Partners LLC | 0.03% | No change | 784 | $39K |
| HM Payson & Co. | 0.00% | No change | 761 | $38K |
| Blume Capital Management, Inc. | 0.01% | No change | 750 | $37K |
| Pacifica Partners Inc. | 0.01% | Reduce -8.4% | 729 | $36K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 725 | $36K |
| Roble, Belko & Company, Inc | 0.01% | No change | 729 | $36K |
| First Financial Corp. | 0.02% | No change | 715 | $36K |
| SJS Investment Consulting Inc. | 0.01% | No change | 712 | $35K |
| Founders Capital Management | 0.02% | No change | 710 | $35K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 708 | $35K |
| Flaharty Asset Management, LLC | 0.00% | New | 697 | $35K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -51.8% | 695 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -52.9% | 680 | $33K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $30K |
| Archer Investment Corp | 0.01% | Add +813.9% | 594 | $30K |
| Clear Point Advisors Inc. | 0.02% | No change | 582 | $29K |
| Legacy Bridge, LLC | 0.02% | No change | 579 | $29K |
| GoalVest Advisory LLC | 0.01% | No change | 550 | $27K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -45.8% | 530 | $26K |
| Hoey Investments, Inc. | 0.00% | No change | 575 | $25K |
| Valued Wealth Advisors LLC | 0.02% | No change | 507 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 496 | $25K |
| Truvestments Capital LLC | 0.01% | New | 484 | $24K |
| Breakwater Investment Management | 0.01% | No change | 460 | $23K |
| Optimum Investment Advisors | 0.01% | No change | 450 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -66.9% | 433 | $22K |
| Abound Wealth Management | 0.01% | Reduce -50.5% | 424 | $21K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 400 | $20K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $20K |
| Dynamic Wealth Strategies, LLC | 0.02% | Reduce -42.7% | 384 | $19K |
| North Star Investment Management Corp. | 0.00% | No change | 381 | $19K |
| Old Second National Bank of Aurora | 0.00% | No change | 375 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 355 | $18K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 343 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 337 | $17K |
| Northwest Financial Advisors | 0.01% | New | 336 | $17K |
| Investors Research Corp | 0.00% | No change | 335 | $17K |
| Legacy Investment Solutions, LLC | 0.01% | — | 335 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | — | 335 | $16K |
| Trust Co | 0.00% | New | 326 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 305 | $15K |
| Centennial Bank | 0.01% | No change | 300 | $15K |
| Chelsea Counsel Co. | 0.01% | No change | 291 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 252 | $13K |
| Tucker Asset Management LLC | 0.00% | Reduce -6.5% | 246 | $12K |
| Main Management LLC | 0.00% | No change | 250 | $12K |
| Louisbourg Investments Inc. | 0.00% | No change | 225 | $11K |
| Dunhill Financial, LLC | 0.01% | Reduce -12.8% | 218 | $11K |
| Creekmur Asset Management LLC | 0.00% | Reduce -13.2% | 217 | $11K |
| West Oak Capital, LLC | 0.01% | No change | 207 | $10K |
| Chilton Capital Management LLC | 0.00% | No change | 201 | $10K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 200 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 195 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 175 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +60.8% | 172 | $9K |
| Park Place Capital Corp | 0.00% | No change | 173 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 169 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 161 | $8K |
| WFA of San Diego, LLC | 0.01% | No change | 150 | $7K |
| Concord Wealth Partners | 0.00% | No change | 144 | $7K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 140 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 140 | $7K |
| Rakuten Securities, Inc. | 0.00% | Add +533.3% | 133 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 132 | $7K |
| Gables Capital Management Inc. | 0.00% | No change | 130 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 130 | $6K |
| Bray Capital Advisors | 0.00% | No change | 125 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 125 | $6K |
| Bare Financial Services, Inc | 0.00% | No change | 124 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -66.0% | 105 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 91 | $5K |
| Clarity Asset Management, Inc. | 0.00% | New | 87 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 85 | $4K |
| TD Capital Management LLC | 0.00% | No change | 80 | $4K |
| Painted Porch Advisors LLC | 0.00% | Add +10.0% | 44 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 42 | $2K |
| Silicon Valley Capital Partners | 0.00% | No change | 33 | $2K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -33.3% | 32 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 27 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -36.8% | 12 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 8 | $398 |
| Northwest Investment Counselors, LLC | 0.00% | New | 7 | $348 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $298 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $50 |
| CKW Financial Group | 0.00% | No change | 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.