iShares Gold TrustIAUETF
13F holders, Q1 2025 (March 31)1,546holders +135
193new positions
46sold out
7famous investors
$58.93avg. 13F price*
At the end of Q1 2025, 1,546 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 135 from Q4 2024. 193 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.8B), FMR LLC ($1.5B) and Morgan Stanley ($1.4B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 193 | $257.2M |
| Exits | 46 | $32.7M |
All 13F filers, Q4 2024 → Q1 2025: 44,395,723 shares bought and 11,106,504 shares sold, net +33,289,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,546 holders
| Bank of America Corp. | 0.16% | Add +1.2% | 31,338,642 | $1.8B |
| FMR LLC | 0.10% | Add +15.5% | 26,120,610 | $1.5B |
| Morgan Stanley | 0.10% | Add +1.3% | 23,783,416 | $1.4B |
| Sumitomo Mitsui Trust Group, Inc. | 0.75% | Add +1.9% | 17,940,089 | $1.1B |
| Envestnet Asset Management Inc. | 0.33% | Add +63.1% | 17,575,718 | $1.0B |
| Empower Advisory Group, LLC | 2.56% | Reduce -4.3% | 13,295,673 | $783.9M |
| Wells Fargo & Company | 0.18% | Add +2.7% | 12,625,051 | $744.4M |
| LPL Financial LLC | 0.26% | Add +29.6% | 11,182,842 | $659.3M |
| UBS Group AG | 0.12% | Add +9.4% | 8,960,342 | $528.3M |
| Alliancebernstein L.P. | 0.17% | Reduce -8.3% | 7,748,703 | $456.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -25.8% | 6,521,009 | $384.5M |
| Ameriprise Financial Inc. | 0.10% | Add +10.5% | 6,467,599 | $381.9M |
| WealthNavi Inc. | 3.97% | Add +2.1% | 6,049,600 | $356.7M |
| Raymond James Financial Inc. | 0.12% | Add +6.6% | 5,395,693 | $318.1M |
| BlackRock, Inc. | 0.01% | Add +16.4% | 4,992,270 | $294.3M |
| Truist Financial Corp. | 0.45% | Add +15.3% | 4,797,591 | $282.9M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +9.6% | 4,718,436 | $278.2M |
| Commonwealth Equity Services, LLC | 0.32% | Add +18.9% | 3,849,591 | $227.0M |
| Northern Trust Corp. | 0.03% | Add +14.1% | 3,591,732 | $211.8M |
| HighTower Advisors, LLC | 0.28% | Reduce -1.7% | 3,546,034 | $209.1M |
| Royal Bank of Canada | 0.05% | Add +8.9% | 3,500,697 | $206.4M |
| Keybank National Association | 0.81% | Add +4.8% | 3,420,214 | $201.7M |
| Cerity Partners LLC | 0.40% | Reduce -0.2% | 3,264,440 | $192.5M |
| Pureheart Capital Pte Ltd. | 23.44% | No change | 2,675,000 | $157.7M |
| CIBC Private Wealth Group LLC | 0.32% | Add +5.6% | 2,651,774 | $149.3M |
| Captrust Financial Advisors | 0.36% | Add +6.7% | 2,434,632 | $143.5M |
| Stifel Financial Corp. | 0.15% | Add +14.3% | 2,351,039 | $138.6M |
| Packer & Co Ltd | 42.10% | Reduce -34.5% | 2,350,100 | $138.6M |
| Equitable Trust Co. | 7.49% | Reduce -7.0% | 2,292,918 | $135.2M |
| Proficio Capital Partners LLC | 10.28% | Add +2.2% | 2,291,835 | $133.0M |
| GM Advisory Group, LLC | 6.59% | Add +0.9% | 2,068,536 | $122.0M |
| Tocqueville Asset Management L.P. | 1.93% | Add +0.1% | 2,001,910 | $118.0M |
| Chevy Chase Trust Holdings, LLC | 0.35% | Add +0.2% | 1,844,887 | $108.8M |
| Baird Financial Group, Inc. | 0.21% | Reduce -1.1% | 1,840,021 | $108.5M |
| Arnhold LLC | 10.47% | No change | 1,757,254 | $103.6M |
| Envestnet Portfolio Solutions, Inc. | 0.38% | Add +48.7% | 1,663,205 | $98.1M |
| Cetera Investment Advisers | 0.19% | Add +59.4% | 1,647,151 | $97.1M |
| Bank of New York Mellon Corp | 0.02% | Add +37.4% | 1,561,243 | $92.1M |
| Moon Capital Management LP | 72.85% | No change | 1,559,604 | $92.0M |
| AlTi Global, Inc. | 2.39% | Add +13.5% | 1,548,242 | $91.3M |
| MML Investors Services, LLC | 0.30% | Add +60.7% | 1,543,211 | $91.0M |
| Cresset Asset Management, LLC | 0.45% | Add +17.6% | 1,525,994 | $90.0M |
| Forbes J M & Co. LLP | 8.27% | Add +3.7% | 1,447,400 | $85.3M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -10.7% | 1,418,592 | $83.6M |
| Park Avenue Securities LLC | 1.00% | Add +101.4% | 1,374,967 | $81.1M |
| Mariner, LLC | 0.13% | Add +1.9% | 1,331,582 | $78.5M |
| Osaic Holdings, Inc. | 0.17% | Add +13.0% | 1,321,657 | $77.9M |
| First Command Advisory Services, Inc. | 0.74% | Reduce -5.0% | 1,308,919 | $77.2M |
| CENTRAL TRUST Co | 1.86% | Reduce -4.6% | 1,280,828 | $75.5M |
| Tanglewood Wealth Management, Inc. | 8.44% | Reduce -0.8% | 1,272,287 | $75.0M |
| Neuberger Berman Group LLC | 0.06% | Reduce -6.5% | 1,251,298 | $73.8M |
| Franklin Resources Inc. | 0.02% | Add +2.5% | 1,239,119 | $73.1M |
| OneDigital Investment Advisors LLC | 0.86% | Add +47.3% | 1,232,313 | $72.7M |
| Dynasty Wealth Management, LLC | 1.18% | Add +60.0% | 1,205,274 | $71.1M |
| Janney Montgomery Scott LLC | 0.20% | Add +47.6% | 1,197,537 | $70.6M |
| Erste Asset Management GmbH | 0.88% | New | 1,164,000 | $68.6M |
| Allianz SE | 1.72% | Add +4.2% | 1,095,194 | $64.6M |
| PNC Financial Services Group, Inc. | 0.03% | Add +8.4% | 1,056,612 | $62.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1357.2% | 981,332 | $57.9M |
| Cwm, LLC | 0.23% | Add +27.7% | 980,573 | $57.8M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -1.6% | 971,068 | $57.3M |
| Oxbow Advisors, LLC | 6.17% | Add +0.3% | 967,484 | $57.0M |
| Axxcess Wealth Management, LLC | 1.56% | Reduce -7.2% | 967,089 | $57.0M |
| Deutsche Bank AG | 0.02% | Add +15.1% | 959,591 | $56.6M |
| Capital Asset Advisory Services LLC | 2.85% | Reduce -8.4% | 947,542 | $55.9M |
| Beacon Investment Advisory Services, Inc. | 2.51% | Reduce -2.8% | 909,622 | $53.6M |
| Permanens Capital L.P. | 9.36% | Reduce -11.4% | 873,742 | $51.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +21.1% | 868,636 | $51.2M |
| Tiaa Trust, National Association | 0.16% | Add +16.9% | 844,405 | $49.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | Add +6.6% | 847,262 | $49.3M |
| Twin Focus Capital Partners, LLC | 7.62% | Reduce -7.4% | 831,689 | $49.0M |
| Sanctuary Advisors, LLC | 0.34% | Add +1.6% | 814,125 | $48.0M |
| Circle Wealth Management, LLC | 1.11% | Add +2.3% | 810,658 | $47.8M |
| GenWealth Group, Inc. | 10.34% | Reduce -0.2% | 795,879 | $46.9M |
| Bank of Montreal | 0.03% | Add +16.2% | 792,277 | $46.7M |
| NewEdge Advisors, LLC | 0.27% | Add +52.7% | 784,240 | $46.2M |
| Creative Planning | 0.04% | Add +0.7% | 763,878 | $45.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -40.1% | 729,245 | $43.0M |
| National Bank of Canada | 0.05% | Add +3.0% | 723,887 | $42.7M |
| Biltmore Family Office, LLC | 7.23% | Reduce -0.7% | 719,520 | $42.4M |
| EverSource Wealth Advisors, LLC | 2.31% | Add +3.7% | 713,233 | $42.1M |
| Intellus Advisors LLC | 7.08% | Reduce -12.1% | 687,451 | $40.5M |
| Parker Investment Management, LLC | 7.15% | Add +11484.5% | 678,391 | $40.0M |
| Narwhal Capital Management | 3.56% | Reduce -0.3% | 678,323 | $40.0M |
| National Philanthropic Trust | 0.64% | Add +11.8% | 674,939 | $39.8M |
| MacKay Shields LLC | 7.58% | Reduce -4.3% | 660,000 | $38.9M |
| 1832 Asset Management L.P. | 0.07% | Reduce -13.7% | 658,932 | $38.9M |
| Foundations Investment Advisors, LLC | 0.71% | Add +9.5% | 655,533 | $38.7M |
| Anderson Hoagland & Co. | 4.45% | Add +5.5% | 666,297 | $37.5M |
| Evercore Wealth Management, LLC | 0.60% | Reduce -2.7% | 631,220 | $37.2M |
| HSBC Holdings PLC | 0.02% | Reduce -3.2% | 630,294 | $37.2M |
| Assetmark, Inc. | 0.10% | Add +19.1% | 627,352 | $37.0M |
| Ieq Capital, LLC | 0.29% | Add +607.2% | 621,735 | $36.7M |
| Stuart Investment Advisors, Inc. | 20.32% | Reduce -1.2% | 610,426 | $36.0M |
| Mizuho Bank, Ltd. | 7.99% | New | 600,000 | $35.4M |
| Equitable Holdings, Inc. | 0.33% | Add +11.8% | 590,988 | $34.8M |
| NorthCoast Asset Management LLC | 0.17% | Reduce -15.6% | 575,484 | $33.9M |
| Citigroup Inc. | 0.03% | Add +72.6% | 561,983 | $33.1M |
| Cambridge Associates LLC /Ma/ | 0.95% | Add +7.5% | 560,628 | $33.1M |
| Sagespring Wealth Partners, LLC | 0.83% | Add +170.0% | 560,530 | $33.0M |
| MAI Capital Management | 0.24% | Add +5.1% | 544,946 | $32.1M |
| Fourpath Capital Management, LLC | 5.52% | Add +3.4% | 538,059 | $31.7M |
| IFP Advisors, Inc | 0.97% | Add +5.6% | 535,504 | $31.6M |
| Strategic Point Investment Advisors, LLC | 5.24% | Reduce -2.1% | 533,181 | $31.4M |
| Blue Trust, Inc. | 0.40% | Add +12.2% | 528,487 | $31.2M |
| Mader & Shannon Wealth Management, Inc. | 17.52% | Add +1.9% | 520,784 | $30.7M |
| VPR Management LLC | 14.90% | No change | 520,480 | $30.7M |
| Cadinha & Co. LLC | 6.55% | Add +495.3% | 517,176 | $30.5M |
| SkyView Investment Advisors, LLC | 4.53% | Reduce -0.8% | 511,367 | $30.1M |
| Meridian Wealth Advisors, LLC | 5.10% | Add +7.7% | 509,579 | $30.0M |
| Sowa Financial Group, Inc. | 19.58% | Reduce -0.6% | 505,711 | $29.8M |
| West Family Investments, Inc. | 10.95% | Reduce -8.2% | 491,046 | $29.1M |
| Public Employees Retirement System of Ohio | 0.10% | No change | 486,700 | $28.7M |
| Zhang Financial LLC | 1.48% | Add +0.0% | 475,144 | $28.0M |
| Kestra Advisory Services, LLC | 0.14% | Add +1.1% | 473,880 | $27.9M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +17.4% | 463,034 | $27.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.28% | Reduce -5.1% | 459,691 | $27.1M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +25.1% | 456,953 | $26.9M |
| Quent Capital, LLC | 2.76% | Reduce -2.2% | 446,020 | $26.3M |
| Checchi Capital Advisers, LLC | 1.83% | Reduce -7.2% | 437,788 | $25.8M |
| US Bancorp \de | 0.03% | Add +17.9% | 436,020 | $25.7M |
| Spinnaker Trust | 1.66% | Add +3.4% | 431,943 | $25.5M |
| Life Line Wealth Management LLC | 9.14% | New | 421,536 | $24.9M |
| Independent Family Office, LLC | 12.94% | Reduce -0.5% | 417,432 | $24.6M |
| VCI Wealth Management LLC | 10.27% | Add +2.0% | 415,093 | $24.5M |
| United Capital Financial Advisors, LLC | 0.20% | Add +83.2% | 403,191 | $23.8M |
| Yeomans Consulting Group, Inc. | 9.09% | Reduce -6.3% | 398,706 | $23.5M |
| Stephens Inc. | 0.34% | Reduce -9.2% | 390,757 | $23.0M |
| Chatham Capital Group, Inc. | 3.75% | Reduce -6.3% | 381,308 | $22.5M |
| TD Waterhouse Canada Inc. | 0.18% | Reduce -3.3% | 380,363 | $22.3M |
| Vision Capital Management, Inc. | 3.21% | Add +3.4% | 378,314 | $22.3M |
| Mesirow Financial Investment Management, Inc. | 0.43% | Add +74.2% | 375,528 | $22.1M |
| WESCAP Management Group, Inc. | 5.39% | Reduce -3.9% | 374,863 | $22.1M |
| Sunbelt Securities, Inc. | 1.97% | Add +48.1% | 373,552 | $22.0M |
| First Foundation Advisors | 0.89% | Add +8.7% | 371,519 | $21.9M |
| Bfsg, LLC | 2.65% | Reduce -0.4% | 369,007 | $21.8M |
| AllGen Financial Advisors, Inc. | 6.42% | Reduce -6.9% | 367,756 | $21.7M |
| Kaydan Wealth Management, Inc. | 6.94% | Add +54.6% | 366,922 | $21.6M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -2.3% | 364,724 | $21.5M |
| Kingsview Wealth Management, LLC | 0.40% | Add +0.2% | 360,502 | $21.3M |
| James Investment Research, Inc. | 2.69% | Reduce -0.1% | 359,662 | $21.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +17.9% | 357,429 | $21.1M |
| First American Trust, FSB | 1.91% | Add +6.0% | 352,870 | $20.8M |
| Syon Capital LLC | 1.68% | Reduce -8.9% | 350,144 | $20.6M |
| JB Capital LLC | 1.13% | Add +87.7% | 348,318 | $20.5M |
| Tudor Investment Corporation | 0.18% | Add +10.7% | 345,209 | $20.4M |
| Cibc World Market Inc. | 0.05% | Add +5.7% | 344,316 | $20.3M |
| Corient Private Wealth LP | 0.03% | Reduce -67.1% | 343,079 | $20.2M |
| Parcion Private Wealth LLC | 1.65% | Reduce -3.2% | 342,333 | $20.2M |
| Perigon Wealth Management, LLC | 0.52% | Add +24.7% | 340,342 | $20.1M |
| Focus Partners Wealth | 0.05% | Reduce -8.8% | 340,308 | $20.1M |
| NorthCrest Asset Manangement, LLC | 0.60% | Reduce -8.2% | 336,356 | $19.8M |
| Acorn Financial Advisory Services Inc. | 3.56% | New | 333,642 | $19.7M |
| Dakota Wealth Management | 0.46% | Add +1.5% | 330,973 | $19.5M |
| Chemistry Wealth Management LLC | 4.52% | Add +9.2% | 329,307 | $19.4M |
| Integrated Wealth Concepts LLC | 0.22% | Add +258.3% | 324,507 | $19.1M |
| Oppenheimer Asset Management Inc. | 0.23% | Reduce -1.3% | 320,526 | $18.9M |
| Cohen & Steers, Inc. | 0.03% | Reduce -11.2% | 318,950 | $18.8M |
| Quest Investment Management LLC | 2.32% | Add +0.0% | 317,681 | $18.7M |
| Avantax Advisory Services, Inc. | 0.11% | Add +105.1% | 316,716 | $18.7M |
| Modus Advisors, LLC | 6.07% | Reduce -1.0% | 314,305 | $18.5M |
| Capital Group Private Client Services, Inc. | 0.18% | Reduce -8.7% | 313,614 | $18.5M |
| Blair William & Co. | 0.06% | Add +2.1% | 309,992 | $18.3M |
| Cardinal Point Capital Management ULC | 1.68% | Reduce -24.1% | 309,798 | $18.3M |
| Bokf, NA | 0.32% | Add +3.5% | 306,133 | $18.0M |
| Sterling Financial Planning, Inc. | 6.50% | Reduce -3.3% | 304,027 | $17.9M |
| Advocacy Wealth Management, LLC | 1.22% | Add +139.2% | 303,689 | $17.9M |
| Baldwin Wealth Partners LLC | 1.25% | Reduce -1.5% | 303,420 | $17.9M |
| Transform Wealth, LLC | 1.08% | Add +1.5% | 302,683 | $17.8M |
| AMG National Trust Bank | 0.50% | Add +2.1% | 302,350 | $17.8M |
| Atria Investments, Inc | 0.23% | Add +137.8% | 300,806 | $17.7M |
| Bcwm, LLC | 6.13% | Add +28.8% | 299,257 | $17.6M |
| Gimbal Financial | 15.88% | Add +69.2% | 298,586 | $17.6M |
| Sage Rhino Capital LLC | 4.08% | Reduce -2.1% | 298,174 | $17.6M |
| Brookstone Capital Management | 0.25% | Add +7.8% | 296,983 | $17.5M |
| Comerica Bank | 0.07% | Add +19.8% | 296,406 | $17.5M |
| Arlington Capital Management, Inc. | 13.18% | Add +0.3% | 295,048 | $17.4M |
| LVM Capital Management Ltd. | 1.93% | Add +1.2% | 293,826 | $17.3M |
| M&T Bank Corp | 0.06% | Reduce -2.3% | 287,872 | $17.0M |
| Summit Financial, LLC | 0.46% | Add +232.6% | 279,758 | $16.5M |
| Cyndeo Wealth Partners, LLC | 1.08% | Reduce -4.0% | 279,523 | $16.5M |
| Wallington Asset Management, LLC | 2.35% | Add +2.9% | 276,419 | $16.3M |
| Allworth Financial LP | 0.09% | Reduce -3.4% | 257,796 | $16.3M |
| Faithward Advisors, LLC | 2.81% | Reduce -3.2% | 273,759 | $16.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.44% | Add +4.3% | 263,093 | $15.9M |
| Fielder Capital Group LLC | 4.58% | Reduce -0.1% | 268,620 | $15.8M |
| CPA Asset Management Group, LLC | 6.84% | Add +1.7% | 263,596 | $15.5M |
| CreativeOne Wealth, LLC | 0.46% | Add +75.1% | 263,265 | $15.5M |
| Norris Financial Group, LLC | 7.23% | Reduce -1.4% | 262,829 | $15.5M |
| Fifth Third Securities, Inc. | 1.28% | Add +7.6% | 257,074 | $15.2M |
| Williams Jones Wealth Management, LLC. | 0.19% | Add +69.7% | 256,434 | $15.1M |
| Ascent Group, LLC | 0.65% | Add +783.6% | 256,372 | $15.1M |
| Prime Capital Investment Advisors, LLC | 0.18% | Add +16.1% | 256,157 | $15.1M |
| Resonant Capital Advisors, LLC | 1.04% | Add +2.8% | 252,904 | $14.9M |
| Purkiss Capital Advisors LLC | 11.25% | Add +0.4% | 252,670 | $14.9M |
| Van Hulzen Asset Management, LLC | 1.33% | Add +1.7% | 247,315 | $14.6M |
| Aveo Capital Partners, LLC | 2.41% | Reduce -4.7% | 227,972 | $14.5M |
| Verger Capital Management LLC | 6.30% | Add +4.4% | 242,959 | $14.3M |
| Hamilton Wealth, LLC | 3.44% | Add +5.9% | 242,162 | $14.3M |
| Townsend & Associates, Inc | 1.48% | Reduce -0.8% | 220,399 | $14.2M |
| Beacon Harbor Wealth Advisors, Inc. | 3.29% | Reduce -6.7% | 239,999 | $14.2M |
| Legend Financial Advisors, Inc. | 10.35% | Reduce -11.3% | 239,050 | $14.1M |
| Signet Investment Advisory Group, Inc. | 7.09% | Add +0.8% | 238,496 | $14.1M |
| Advisory Services Network, LLC | 0.27% | Add +20.7% | 238,421 | $14.1M |
| Ashton Thomas Private Wealth, LLC | 0.54% | Add +192.2% | 237,131 | $14.0M |
| White Lighthouse Investment Management Inc. | 2.49% | Reduce -4.5% | 236,508 | $13.9M |
| Timber Creek Capital Management LLC | 3.67% | Reduce -0.9% | 233,227 | $13.8M |
| Leavell Investment Management, Inc. | 0.68% | Add +14.6% | 233,026 | $13.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -11.6% | 232,496 | $13.7M |
| Merit Financial Group, LLC | 0.20% | Add +349.2% | 231,497 | $13.6M |
| UMB Bank, n.a. | 0.22% | Reduce -7.0% | 229,784 | $13.5M |
| Nkcfo LLC | 6.29% | No change | 229,200 | $13.5M |
| Sigma Investment Counselors Inc. | 0.82% | Reduce -1.5% | 228,771 | $13.5M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -34.0% | 231,500 | $13.5M |
| Forza Wealth Management, LLC | 6.04% | Add +7.1% | 227,991 | $13.4M |
| Private Advisor Group, LLC | 0.08% | Add +36.4% | 223,303 | $13.2M |
| Upper Left Wealth Management, LLC | 9.44% | Reduce -3.0% | 223,151 | $13.2M |
| Sowell Financial Services LLC | 0.59% | Add +0.2% | 219,377 | $12.9M |
| Arkos Global Advisors | 1.90% | Reduce -0.1% | 219,245 | $12.9M |
| EFG Asset Management (Americas) Corp. | 2.61% | Reduce -1.9% | 218,708 | $12.9M |
| Clear Harbor Asset Management, LLC | 1.01% | Add +2.9% | 216,872 | $12.8M |
| Renaissance Technologies | 0.02% | Add +19.8% | 215,800 | $12.7M |
| Parkside Investments, LLC | 1.86% | Reduce -3.6% | 214,566 | $12.7M |
| Rogco, LP | 5.05% | Reduce -1.7% | 213,756 | $12.6M |
| Spectrum Wealth Counsel, LLC | 1.49% | Add +798.3% | 209,790 | $12.4M |
| Coastal Bridge Advisors, LLC | 1.75% | Add +66.8% | 208,183 | $12.3M |
| Fore Capital, LLC | 32.67% | No change | 208,000 | $12.3M |
| Evoke Wealth, LLC | 0.32% | No change | 207,704 | $12.2M |
| World Investment Advisors | 0.32% | Add +84.8% | 206,232 | $12.2M |
| Wealth Management Partners, LLC | 5.59% | Add +1.1% | 204,605 | $12.1M |
| Brown Advisory Inc. | 0.02% | Add +7.7% | 204,028 | $12.0M |
| Lifeworks Advisors, LLC | 1.99% | Add +18.2% | 202,965 | $12.0M |
| Private Harbour Investment Management & Counsel, LLC | 13.05% | Reduce -4.0% | 199,461 | $11.8M |
| Three Bridge Wealth Advisors, LLC | 4.06% | Add +0.1% | 197,714 | $11.7M |
| DT Investment Partners, LLC | 1.12% | Add +7616.3% | 197,692 | $11.7M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Add +20.5% | 197,319 | $11.6M |
| Osborne Partners Capital Management, LLC | 0.67% | Reduce -3.4% | 197,307 | $11.6M |
| HB Wealth Management, LLC | 0.10% | Add +145.1% | 196,034 | $11.6M |
| NTV Asset Management LLC | 1.53% | Add +1.3% | 194,382 | $11.5M |
| Sigma Planning Corp | 0.36% | Add +22.6% | 193,360 | $11.4M |
| Bulltick Wealth Management, LLC | 2.96% | Add +87.6% | 189,269 | $11.2M |
| Morton Capital Management LLC | 2.15% | Reduce -8.9% | 188,912 | $11.1M |
| Okabena Investment Services Inc. | 2.79% | Reduce -1.3% | 187,951 | $11.1M |
| Cypress Capital Group | 1.44% | Add +56.8% | 186,135 | $11.0M |
| Sapient Capital LLC | 0.22% | Add +0.1% | 185,871 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Add +75.2% | 186,839 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +25.5% | 182,650 | $10.8M |
| Regency Capital Management Inc.\DE | 6.31% | Add +7.9% | 179,156 | $10.6M |
| Stonebridge Financial Group, LLC | 1.12% | Add +0.4% | 179,016 | $10.6M |
| LifePlan Financial, LLC | 9.06% | Reduce -2.6% | 176,273 | $10.4M |
| CSS LLC | 2.06% | No change | 174,370 | $10.3M |
| Modern Wealth Management, LLC | 0.33% | Add +14.5% | 174,051 | $10.3M |
| GAMCO Investors | 0.11% | Reduce -0.3% | 173,916 | $10.3M |
| Commerce Bank | 0.06% | Add +3.4% | 169,273 | $10.0M |
| American Investment Services, Inc. | 1.75% | Reduce -15.9% | 168,839 | $10.0M |
| Silverleafe Capital Partners, LLC | 3.40% | Reduce -11.0% | 167,748 | $9.9M |
| Lowe Wealth Advisors, LLC | 4.19% | Reduce -0.7% | 167,225 | $9.9M |
| Hamilton Point Investment Advisors, LLC | 1.75% | Add +26.7% | 165,396 | $9.8M |
| Stablepoint Partners, LLC | 1.75% | Reduce -4.2% | 164,061 | $9.7M |
| Mgo One Seven LLC | 0.37% | Add +17.2% | 163,612 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +7.7% | 163,008 | $9.6M |
| Mutual Advisors, LLC | 0.27% | Add +8.7% | 153,715 | $9.6M |
| Ariston Services Group | 7.91% | Reduce -0.7% | 160,524 | $9.5M |
| Impact Investors, Inc | 7.35% | Add +0.3% | 160,173 | $9.4M |
| JNBA Financial Advisors | 0.98% | Reduce -3.6% | 160,052 | $9.4M |
| Insight Wealth Partners, LLC | 5.67% | Reduce -5.8% | 159,906 | $9.4M |
| Apollon Wealth Management, LLC | 0.21% | Add +53.4% | 159,695 | $9.4M |
| DSG Capital Advisors, LLC | 1.90% | Add +0.2% | 159,255 | $9.4M |
| Ballentine Partners, LLC | 0.16% | Add +13.6% | 158,942 | $9.4M |
| Simplex Trading, LLC | 0.33% | Add +135.3% | 158,432 | $9.3M |
| Mfa Wealth Advisors, LLC | 2.30% | Reduce -5.5% | 157,881 | $9.3M |
| Ancora Advisors LLC | 0.21% | Reduce -2.3% | 157,343 | $9.3M |
| Tennessee Valley Asset Management Partners | 1.51% | New | 156,988 | $9.3M |
| Fortis Group Advisors, LLC | 1.80% | Add +90.4% | 156,952 | $9.3M |
| Stephen J. Garry & Associates, LLC | 8.63% | Add +1.4% | 156,568 | $9.2M |
| Financial Counselors Inc. | 0.14% | Add +0.6% | 156,209 | $9.2M |
| Farther Finance Advisors, LLC | 0.23% | Add +338.4% | 156,418 | $9.2M |
| Icon Wealth Advisors, LLC | 0.76% | Add +135.3% | 155,825 | $9.2M |
| Cape Ann Savings Bank | 5.74% | Reduce -6.2% | 155,150 | $9.1M |
| Prudential Financial Inc. | 0.01% | Add +9.0% | 155,106 | $9.1M |
| Debussy Capital Management LP | 1.47% | Reduce -2.0% | 155,048 | $9.1M |
| Brave Asset Management Inc. | 2.87% | Reduce -0.7% | 154,706 | $9.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.04% | Add +2.0% | 154,380 | $9.1M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +23.4% | 154,103 | $9.1M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +23.4% | 154,103 | $9.1M |
| Fairview Capital Investment Management, LLC | 0.48% | Add +9.3% | 153,235 | $9.0M |
| Nottingham Advisors, Inc. | 1.35% | Reduce -23.6% | 150,172 | $8.9M |
| Old Port Advisors | 2.63% | Reduce -1.7% | 150,107 | $8.9M |
| BSW Wealth Partners | 1.34% | Add +4.2% | 149,779 | $8.8M |
| Wealth Alliance, LLC | 1.02% | Add +27.4% | 142,878 | $8.4M |
| Spire Wealth Management | 0.27% | Add +545.9% | 141,579 | $8.3M |
| Towneley Capital Management, Inc / DE | 1.95% | Add +2.4% | 141,321 | $8.3M |
| Shepherd Financial Partners LLC | 0.97% | Add +1238.9% | 140,023 | $8.3M |
| MBA Advisors LLC | 4.07% | Reduce -0.8% | 139,438 | $8.2M |
| Sharkey, Howes & Javer | 1.17% | Add +123.0% | 138,373 | $8.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -13.7% | 144,046 | $8.1M |
| Sage Private Wealth Group, LLC | 6.11% | Add +16.5% | 136,782 | $8.1M |
| Omnia Family Wealth, LLC | 3.37% | Reduce -0.0% | 136,741 | $8.1M |
| Plum Street Advisors, LLC | 3.87% | Reduce -13.3% | 136,196 | $8.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -30.9% | 135,608 | $8.0M |
| WealthCare Investment Partners, LLC | 3.38% | Reduce -5.7% | 123,285 | $8.0M |
| Cranbrook Wealth Management, LLC | 1.83% | Reduce -0.5% | 133,369 | $7.9M |
| Well Done, LLC | 1.43% | Reduce -0.1% | 158,783 | $7.9M |
| Bigelow Investment Advisors, LLC | 3.73% | Add +9.5% | 133,228 | $7.9M |
| GFS Advisors, LLC | 1.57% | Reduce -14.6% | 132,680 | $7.8M |
| Highland Financial Advisors, LLC | 2.79% | Reduce -7.5% | 132,273 | $7.8M |
| Maltin Wealth Management, Inc. | 3.62% | Add +3.1% | 130,615 | $7.7M |
| JP Wealth Management, Inc. | 6.19% | Reduce -3.4% | 130,376 | $7.7M |
| LYNX Capital Group Ltd. | 3.95% | Add +15.3% | 130,297 | $7.7M |
| Rehmann Capital Advisory Group | 0.48% | Reduce -5.6% | 130,256 | $7.7M |
| Greenline Partners, LLC | 1.11% | Reduce -20.8% | 129,996 | $7.7M |
| Global Wealth Strategies & Associates | 2.29% | Reduce -4.2% | 127,916 | $7.5M |
| Patton Fund Management, Inc. | 1.81% | Reduce -8.4% | 126,556 | $7.5M |
| RFG - Bristol Wealth Advisors, LLC | 2.49% | Add +455.4% | 126,142 | $7.4M |
| Meridian Investment Counsel Inc. | 2.19% | No change | 125,976 | $7.4M |
| Sentinel Trust Co. Lba | 0.87% | Reduce -7.2% | 125,556 | $7.4M |
| Trek Financial, LLC | 0.53% | Add +150.5% | 125,335 | $7.4M |
| Alaska Permanent Capital Management, LLC | 0.62% | New | 125,736 | $7.4M |
| Security Financial Services, INC. | 1.46% | Add +127.5% | 124,952 | $7.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -33.9% | 143,380 | $7.3M |
| Prairie Wealth Advisors, Inc. | 3.58% | Add +1.6% | 123,527 | $7.3M |
| Capital Analysts, LLC | 0.27% | Add +360.2% | 123,374 | $7.3M |
| Roehl & Yi Investment Advisors, LLC | 3.88% | Reduce -0.6% | 125,221 | $7.2M |
| Independent Financial Group, LLC | 0.24% | Reduce -37.7% | 120,486 | $7.1M |
| Wealthspan Partners, LLC | 3.27% | Add +2.1% | 120,171 | $7.1M |
| Systelligence, LLC | 1.70% | Reduce -17.2% | 120,090 | $7.1M |
| Accretive Wealth Partners, LLC | 2.50% | Add +3.9% | 109,551 | $7.1M |
| Buttonwood Financial Group, LLC | 4.06% | Add +185.3% | 115,699 | $6.9M |
| Prudential PLC | 0.03% | Add +194.7% | 117,291 | $6.9M |
| Compound Planning, Inc. | 0.32% | Reduce -5.4% | 117,280 | $6.9M |
| High Falls Advisors, Inc | 1.62% | Add +94.4% | 117,251 | $6.9M |
| Tsfg, LLC | 1.41% | Add +82.5% | 117,217 | $6.9M |
| FineMark National Bank & Trust | 0.25% | Add +5.7% | 117,091 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.31% | Add +43.0% | 115,923 | $6.8M |
| Weil Company, Inc. | 2.04% | Reduce -9.0% | 115,773 | $6.8M |
| Southeast Asset Advisors, LLC | 0.84% | No change | 115,540 | $6.8M |
| Lido Advisors, LLC | 0.04% | Add +3.9% | 115,511 | $6.8M |
| Wills Financial Group LLC | 3.01% | — | 115,117 | $6.8M |
| Battery Global Advisors, LLC | 3.74% | Add +10.2% | 113,816 | $6.7M |
| SteelPeak Wealth, LLC | 0.28% | Add +133.8% | 112,631 | $6.6M |
| Callan Family Office, LLC | 0.50% | Add +0.1% | 112,327 | $6.6M |
| ABLE Financial Group, LLC | 1.85% | Reduce -7.3% | 111,934 | $6.6M |
| Ackerman Capital Advisors, LLC | 1.74% | Reduce -0.8% | 111,790 | $6.6M |
| Palisades Hudson Asset Management, L.P. | 2.97% | No change | 111,113 | $6.6M |
| Savvy Advisors, Inc. | 0.66% | Add +258.3% | 110,805 | $6.5M |
| Rochester Wealth Strategies, LLC | 5.16% | — | 110,199 | $6.5M |
| SBI Securities Co., Ltd. | 0.21% | Add +12.2% | 109,064 | $6.4M |
| Twelve Points Wealth Management LLC | 1.74% | Reduce -5.8% | 108,695 | $6.4M |
| Stone House Investment Management, LLC | 1.29% | Add +282.7% | 107,778 | $6.4M |
| Diversify Advisory Services, LLC | 0.40% | Add +19.6% | 101,294 | $6.3M |
| Briaud Financial Planning Inc | 2.50% | Reduce -0.8% | 106,846 | $6.3M |
| Stableford Capital II LLC | 2.64% | Reduce 0.0% | 99,559 | $6.2M |
| Kelly Financial Services LLC | 2.16% | Add +133.4% | 105,563 | $6.2M |
| NewEdge Wealth, LLC | 0.11% | Add +418.5% | 104,929 | $6.2M |
| Citizens Financial Group Inc. | 0.12% | Add +316.6% | 104,619 | $6.2M |
| Summit Place Financial Advisors, LLC | 3.44% | Add +24.8% | 103,210 | $6.1M |
| Baker Avenue Asset Management, LP | 0.19% | Add +1051.5% | 103,200 | $6.1M |
| Flagstar Securities, Inc. | 1.55% | Add +0.6% | 103,089 | $6.1M |
| Wellspring Financial Advisors, LLC | 0.67% | Add +1.7% | 102,734 | $6.1M |
| Strategic Blueprint, LLC | 0.33% | Add +176.3% | 102,707 | $6.1M |
| Kitching Partners, LLC | 6.93% | Add +8.4% | 101,963 | $6.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.04% | Reduce -0.0% | 101,879 | $6.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.47% | Add +115.4% | 101,768 | $6.0M |
| Fermata Advisors, LLC | 1.08% | Reduce -6.1% | 100,971 | $6.0M |
| Harvest Fund Management Co., Ltd | 0.29% | Reduce -12.4% | 100,358 | $5.9M |
| DCF Advisers, LLC | 3.17% | No change | 100,000 | $5.9M |
| Deane Retirement Strategies, Inc. | 2.80% | Add +2.8% | 99,722 | $5.9M |
| Fiduciary Financial Group, LLC | 1.28% | Add +6.8% | 98,101 | $5.9M |
| Bessemer Group Inc. | 0.01% | Add +1.0% | 99,127 | $5.8M |
| Seeds Investor LLC | 1.63% | Add +25.6% | 98,330 | $5.8M |
| Altiora Financial Group, LLC | 1.23% | Reduce -40.3% | 97,822 | $5.8M |
| AdvisorNet Financial, Inc | 0.43% | Add +0.5% | 97,479 | $5.7M |
| TBH Global Asset Management, LLC | 1.10% | New | 96,903 | $5.7M |
| Madden Advisory Services, Inc. | 2.65% | Reduce -1.3% | 96,536 | $5.7M |
| Choreo, LLC | 0.09% | Reduce -4.4% | 96,214 | $5.7M |
| Pettinga Financial Advisors LLC | 1.33% | Add +64.0% | 95,850 | $5.7M |
| D L Carlson Investment Group Inc. | 1.08% | Add +12.5% | 95,396 | $5.6M |
| Pekin Hardy Strauss, Inc. | 0.68% | Add +0.2% | 95,193 | $5.6M |
| New Millennium Group LLC | 3.66% | Add +6367.5% | 94,684 | $5.6M |
| Camden National Bank | 0.83% | Add +0.3% | 94,284 | $5.6M |
| D.A. Davidson & Co. | 0.04% | Reduce -10.7% | 92,794 | $5.5M |
| FDx Advisors, Inc. | 1.78% | Reduce -11.4% | 92,788 | $5.5M |
| Avestar Capital, LLC | 0.52% | Add +2.2% | 92,647 | $5.5M |
| Gradient Investments LLC | 0.11% | Add +0.4% | 91,849 | $5.4M |
| Kure Advisory, LLC | 4.08% | — | 91,598 | $5.4M |
| LifeWealth Investments, LLC | 2.59% | Add +52.4% | 91,512 | $5.4M |
| RiverGlades Family Offices LLC | 3.87% | Reduce -0.1% | 91,287 | $5.4M |
| Stokes Family Office, LLC | 0.60% | Add +120.0% | 91,048 | $5.4M |
| Argent Trust Co | 0.22% | Add +5.5% | 89,145 | $5.3M |
| Welch & Forbes LLC | 0.07% | Reduce -0.7% | 88,302 | $5.2M |
| Davies Financial Advisors, Inc. | 4.42% | Add +2.7% | 88,030 | $5.2M |
| Vontobel Holding Ltd. | 0.02% | Add +8.9% | 86,957 | $5.1M |
| Fiduciary Trust Co | 0.07% | Add +3.1% | 86,742 | $5.1M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Add +3.8% | 86,520 | $5.1M |
| Alhambra Investment Management LLC | 2.62% | Reduce -8.4% | 86,252 | $5.1M |
| Lineweaver Wealth Advisors, LLC | 0.87% | Add +98.2% | 86,227 | $5.1M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +30.3% | 86,115 | $5.1M |
| Versant Capital Management, Inc | 0.85% | Reduce -2.0% | 86,058 | $5.1M |
| Gibson Capital, LLC | 1.06% | Reduce -1.9% | 85,049 | $5.0M |
| Wealthspire Advisors, LLC | 0.03% | Add +158.6% | 84,530 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +56.3% | 83,800 | $4.9M |
| Blue Investment Partners LLC | 1.86% | Add +2.4% | 83,692 | $4.9M |
| Tikvah Management LLC | 1.68% | No change | 82,230 | $4.8M |
| First Horizon Advisors, Inc. | 0.14% | Add +23.6% | 81,606 | $4.8M |
| AE Wealth Management LLC | 0.04% | Reduce -37.2% | 81,520 | $4.8M |
| TriaGen Wealth Management LLC | 1.69% | Reduce -7.0% | 81,482 | $4.8M |
| Evelyn Partners Asset Management Ltd | 1.32% | Add +40.2% | 80,497 | $4.7M |
| Delta Financial Advisors LLC | 1.78% | Reduce -0.0% | 80,247 | $4.7M |
| Moulton Wealth Management, Inc. | 3.61% | Reduce -1.8% | 80,224 | $4.7M |
| VestGen Advisors, LLC | 0.21% | — | 80,098 | $4.7M |
| Crescent Grove Advisors, LLC | 0.49% | Add +2.6% | 79,991 | $4.7M |
| Altman Advisors, Inc. | 2.15% | Reduce -3.0% | 85,133 | $4.7M |
| Amplius Wealth Advisors, LLC | 0.48% | No change | 78,940 | $4.7M |
| Nadler Financial Group, Inc. | 0.51% | Add +8.3% | 78,666 | $4.6M |
| waypoint wealth counsel | 2.91% | No change | 78,597 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +223.7% | 77,708 | $4.6M |
| Motco | 0.48% | Add +0.4% | 77,702 | $4.6M |
| ONE Advisory Partners, LLC | 1.95% | Add +124.8% | 77,487 | $4.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.61% | Reduce -1.9% | 77,058 | $4.5M |
| Financial Advocates Investment Management | 0.32% | Add +5.1% | 76,700 | $4.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +328.4% | 76,640 | $4.5M |
| F/m Investments LLC | 0.18% | No change | 76,026 | $4.5M |
| Red Crane Wealth Management, LLC | 4.29% | Reduce -3.7% | 75,989 | $4.5M |
| Sepio Capital, LP | 0.35% | Reduce -0.1% | 75,142 | $4.4M |
| Generation Capital Management LLC | 3.99% | Add +55.5% | 75,088 | $4.4M |
| Intrepid Capital Management Inc. | 2.65% | Add +10.1% | 74,400 | $4.4M |
| D. Scott Neal, Inc. | 2.41% | Add +5.5% | 73,762 | $4.3M |
| Blueprint Investment Partners LLC | 0.79% | Reduce -0.2% | 73,734 | $4.3M |
| Arete Wealth Advisors, LLC | 0.33% | Add +526.0% | 73,541 | $4.3M |
| LifePlan Investment Advisors, Inc. | 2.46% | Add +0.8% | 72,672 | $4.3M |
| Legacy Financial Group LLC | 0.65% | Add +39.8% | 72,059 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +6.3% | 71,760 | $4.2M |
| Eq Wealth Advisors, LLC | 3.37% | Reduce -2.9% | 71,652 | $4.2M |
| Allie Family Office LLC | 2.30% | Reduce -10.7% | 71,020 | $4.2M |
| Waterloo Capital, L.P. | 0.39% | Add +118.9% | 70,218 | $4.1M |
| Cobblestone Capital Advisors LLC | 0.22% | Add +0.7% | 69,642 | $4.1M |
| Interchange Capital Partners, LLC | 1.15% | Add +61.7% | 69,633 | $4.1M |
| NavPoint Financial, Inc. | 2.88% | No change | 69,425 | $4.1M |
| Mengis Capital Management, Inc. | 0.86% | Reduce -0.1% | 69,296 | $4.1M |
| Flputnam Investment Management Co. | 0.08% | Add +25.4% | 69,262 | $4.1M |
| Robinson Value Management, Ltd. | 2.63% | Reduce -9.3% | 69,035 | $4.1M |
| Pacific Point Advisors, LLC | 2.25% | No change | 68,862 | $4.1M |
| Financial Sense Advisors, Inc. | 1.16% | Add +0.8% | 68,686 | $4.0M |
| Keystone Financial Group | 0.41% | Add +550.5% | 68,383 | $4.0M |
| Promus Capital, LLC | 3.06% | Add +6.2% | 68,336 | $4.0M |
| Verity Asset Management, Inc. | 1.64% | Add +286.5% | 68,184 | $4.0M |
| Fearless Solutions, LLC dba Best Invest | 3.12% | Add +2.0% | 68,172 | $4.0M |
| Financial Alternatives, Inc | 2.83% | Reduce -0.4% | 67,307 | $4.0M |
| Financial Management Network Inc. | 0.88% | Reduce -3.3% | 70,040 | $3.9M |
| Scarborough Advisors, LLC | 0.56% | Add +86.4% | 66,442 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.2% | 66,297 | $3.9M |
| Scotia Capital Inc. | 0.02% | Add +73.3% | 66,166 | $3.9M |
| Barclays PLC | 0.00% | Reduce -20.1% | 65,808 | $3.9M |
| Triad Wealth Partners, LLC | 1.20% | Add +101.7% | 65,544 | $3.9M |
| Park Edge Advisors, LLC | 1.07% | New | 65,329 | $3.9M |
| Fifth Third Wealth Advisors LLC | 0.20% | Add +9.9% | 65,173 | $3.8M |
| Apollon Financial, LLC | 0.91% | Add +10.5% | 64,914 | $3.8M |
| WCG Wealth Advisors LLC | 0.29% | Add +139.9% | 64,779 | $3.8M |
| Nvwm, LLC | 1.01% | Reduce -26.2% | 64,766 | $3.8M |
| Arax Advisory Partners | 0.24% | Reduce -11.8% | 64,631 | $3.8M |
| Aspect Partners, LLC | 2.18% | Add +4.3% | 64,591 | $3.8M |
| Bradley Foster & Sargent Inc. | 0.06% | No change | 64,359 | $3.8M |
| E Fund Management Co., Ltd. | 0.18% | Reduce -4.4% | 64,315 | $3.8M |
| Gunderson Capital Management LLC | 2.44% | New | 64,209 | $3.8M |
| Alpha Zero LLC | 2.88% | Add +19.1% | 64,167 | $3.8M |
| Summit X, LLC | 0.79% | Add +240.1% | 63,618 | $3.8M |
| Townsquare Capital LLC | 0.04% | Add +33.2% | 63,401 | $3.7M |
| Inscription Capital, LLC | 0.62% | — | 88,903 | $3.7M |
| Beacon Financial Group | 0.41% | Add +109.8% | 63,308 | $3.7M |
| Midwest Capital Advisors, LLC | 2.27% | Add +125.2% | 62,818 | $3.7M |
| Modera Wealth Management, LLC | 0.05% | Add +4.0% | 62,608 | $3.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.13% | No change | 62,417 | $3.7M |
| Principia Wealth Advisory, LLC | 3.54% | Add +0.4% | 62,862 | $3.7M |
| Knollwood Investment Advisory, LLC | 0.40% | Add +43.2% | 61,376 | $3.6M |
| &partners | 0.04% | Reduce -6.0% | 62,244 | $3.6M |
| Patriot Investment Management Group, Inc. | 0.27% | No change | 61,197 | $3.6M |
| Whittier Trust Co. | 0.05% | Reduce -0.3% | 60,810 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -0.8% | 60,699 | $3.6M |
| TSA Wealth Managment LLC | 1.42% | Add +122.8% | 60,635 | $3.6M |
| Cercano Management LLC | 0.10% | No change | 59,869 | $3.5M |
| Geneos Wealth Management Inc. | 0.12% | Add +6.1% | 59,777 | $3.5M |
| Rathbones Group PLC | 0.02% | Reduce -12.8% | 58,979 | $3.5M |
| Wedbush Securities Inc. | 0.13% | Add +37.4% | 58,792 | $3.5M |
| Keystone Financial Services | 1.32% | New | 58,543 | $3.5M |
| Horst & Graben Wealth Management LLC | 0.62% | Add +80.4% | 58,323 | $3.4M |
| Tme Financial, Inc. | 2.98% | Add +127.1% | 58,172 | $3.4M |
| Snowden Capital Advisors LLC | 0.11% | Add +6.8% | 58,009 | $3.4M |
| Bensler, LLC | 0.43% | Add +170.6% | 57,961 | $3.4M |
| Berkshire Asset Management LLC | 0.16% | No change | 54,758 | $3.4M |
| Regal Investment Advisors LLC | 0.28% | Add +61.2% | 57,892 | $3.4M |
| CI Investments Inc. | 0.01% | No change | 57,617 | $3.4M |
| Smith Thornton Advisors LLC | 2.11% | Add +16.9% | 57,503 | $3.4M |
| One Capital Management, LLC | 0.11% | Add +3.1% | 57,016 | $3.4M |
| Regions Financial Corp. | 0.03% | Reduce -6.8% | 56,843 | $3.4M |
| LaSalle St. Investment Advisors, LLC | 0.78% | Add +185.8% | 56,500 | $3.3M |
| Simplicity Wealth,LLC | 0.26% | Add +59.3% | 56,477 | $3.3M |
| LM Advisors LLC | 0.60% | Add +7.3% | 56,142 | $3.3M |
| Dahring | Cusmano LLC | 2.84% | Add +2.7% | 55,964 | $3.3M |
| United Community Bank | 1.23% | Add +4.3% | 55,846 | $3.3M |
| Invst, LLC | 0.45% | Add +10.8% | 55,792 | $3.3M |
| KM Capital Management Ltd. | 1.77% | New | 55,782 | $3.3M |
| ShoreHaven Wealth Partners, LLC | 1.57% | Add +151.7% | 55,752 | $3.3M |
| Towerpoint Wealth, LLC | 1.63% | Reduce -4.2% | 55,745 | $3.3M |
| Sovran Advisors, LLC | 0.42% | Add +238.8% | 52,155 | $3.3M |
| Alaska Wealth Advisors, LLC | 0.51% | New | 55,381 | $3.3M |
| Scissortail Wealth Management, LLC | 0.84% | New | 55,262 | $3.3M |
| Thompson Siegel & Walmsley LLC | 0.05% | No change | 54,482 | $3.2M |
| Harbour Investments, Inc. | 0.09% | Add +5.5% | 54,239 | $3.2M |
| Westover Capital Advisors, LLC | 0.70% | Add +7.5% | 53,798 | $3.2M |
| Fidelis Capital Partners, LLC | 0.34% | Reduce -4.1% | 50,719 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -25.0% | 53,484 | $3.2M |
| Parallel Advisors, LLC | 0.07% | Reduce -19.2% | 53,573 | $3.2M |
| Eagle Strategies LLC | 0.55% | Reduce -17.1% | 53,439 | $3.2M |
| Trademark Financial Management, LLC | 2.40% | Add +1.6% | 53,371 | $3.1M |
| Wooster Corthell Wealth Management, Inc. | 0.64% | New | 53,234 | $3.1M |
| Financial & Tax Architects, LLC | 0.78% | Reduce -1.7% | 53,028 | $3.1M |
| Plan Group Financial, LLC | 1.11% | Add +18.8% | 52,952 | $3.1M |
| Cushing Capital Partners, LLC | 2.80% | Add +14.5% | 52,909 | $3.1M |
| Gould Asset Management LLC | 0.63% | Reduce -6.1% | 52,053 | $3.1M |
| Integrity Alliance, Llc. | 0.12% | Add +1163.5% | 51,931 | $3.1M |
| SGL Investment Advisors, Inc. | 1.60% | Add +297.5% | 49,053 | $3.1M |
| Perennial Investment Advisors, LLC | 0.34% | Add +92.0% | 51,771 | $3.1M |
| Integrated Advisors Network LLC | 0.15% | Add +12.2% | 51,384 | $3.0M |
| Guidance Capital, Inc. | 0.92% | Add +14.8% | 49,512 | $3.0M |
| Avior Wealth Management, LLC | 0.11% | Reduce -2.5% | 50,982 | $3.0M |
| BCGM Wealth Management, LLC | 0.92% | Add +118.0% | 50,963 | $3.0M |
| Lynx Investment Advisory | 2.00% | No change | 50,889 | $3.0M |
| Empowered Funds, LLC | 0.04% | Reduce -21.0% | 50,718 | $3.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | Add +1.5% | 51,174 | $3.0M |
| Advisory Alpha, LLC | 0.10% | Add +1.2% | 50,355 | $3.0M |
| Cowa, LLC | 1.27% | Reduce -5.5% | 50,354 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +63.9% | 50,291 | $3.0M |
| Independent Solutions Wealth Management, LLC | 0.66% | Reduce -5.2% | 50,146 | $3.0M |
| Boston Research & Management Inc. | 0.73% | Reduce -0.3% | 50,143 | $3.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -10.3% | 49,550 | $2.9M |
| West Wealth Group, LLC | 0.86% | Add +186.2% | 49,330 | $2.9M |
| Prospera Financial Services Inc | 0.07% | Add +3.6% | 49,124 | $2.9M |
| Avalon Capital Management | 0.84% | Add +61.3% | 49,027 | $2.9M |
| Farrell Financial LLC | 2.10% | Add +0.3% | 49,003 | $2.9M |
| Cobblestone Asset Management LLC | 1.68% | Add +104.0% | 48,877 | $2.9M |
| Wealth Quarterback LLC | 1.60% | Add +45.7% | 48,226 | $2.8M |
| Graham Capital Wealth Management, LLC | 3.07% | Reduce -56.8% | 48,224 | $2.8M |
| Connective Portfolio Management, LLC | 9.56% | Add +50.0% | 48,029 | $2.8M |
| Eq LLC | 1.32% | Add +4.2% | 47,992 | $2.8M |
| 2UniFi Bank | 1.82% | Add +6.3% | 52,262 | $2.8M |
| Advisor Resource Council | 0.23% | Add +750.5% | 47,662 | $2.8M |
| Northside Capital Management, LLC | 0.45% | No change | 47,422 | $2.8M |
| Strategic Investment Solutions, Inc. | 0.81% | Add +12.9% | 47,314 | $2.8M |
| NewSquare Capital LLC | 0.23% | Reduce -6.9% | 47,308 | $2.8M |
| Bay Harbor Wealth Management, LLC | 0.88% | Add +335.4% | 47,183 | $2.8M |
| J2 Capital Management Inc | 2.56% | Reduce -46.4% | 47,179 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 47,624 | $2.8M |
| IMPACTfolio, LLC | 1.45% | New | 46,918 | $2.8M |
| PAX Financial Group, LLC | 0.49% | Add +125.4% | 46,700 | $2.8M |
| IHT Wealth Management, LLC | 0.09% | Add +0.4% | 46,368 | $2.7M |
| Red Mountain Financial, LLC | 3.32% | No change | 46,149 | $2.7M |
| Compass Financial Group, Inc. | 1.40% | Reduce -0.7% | 46,074 | $2.7M |
| Cypress Wealth Services, LLC | 0.55% | Add +73.7% | 46,048 | $2.7M |
| Confluence Wealth Services, Inc. | 0.17% | Add +3.2% | 43,530 | $2.7M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -5.9% | 51,322 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +47.7% | 45,636 | $2.7M |
| Cadent Capital Advisors, LLC | 1.01% | Add +11.6% | 44,965 | $2.7M |
| Unique Wealth, LLC | 0.50% | Add +236.9% | 44,930 | $2.6M |
| Red Door Wealth Management, LLC | 0.39% | Add +16.3% | 44,725 | $2.6M |
| BridgePort Financial Solutions, LLC | 1.18% | Add +5.2% | 44,549 | $2.6M |
| Courier Capital LLC | 0.17% | Add +153.7% | 44,276 | $2.6M |
| Wealthstar Advisors, LLC | 1.18% | Reduce -28.4% | 43,587 | $2.6M |
| MMBG Investment Advisors Co. | 0.29% | No change | 42,900 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.51% | Add +1.6% | 42,886 | $2.5M |
| Beacon Bridge Wealth Partners, LLC | 1.08% | Reduce -7.6% | 42,812 | $2.5M |
| Synovus Financial Corp. | 0.03% | Reduce -49.4% | 42,797 | $2.5M |
| Sachetta, LLC | 1.02% | Add +1.5% | 42,134 | $2.5M |
| Apeiron RIA LLC | 0.74% | Add +1.8% | 41,400 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +52.6% | 41,395 | $2.4M |
| Garde Capital, Inc. | 0.14% | Add +12.7% | 41,196 | $2.4M |
| Highline Wealth Partners LLC | 0.81% | Add +17.4% | 41,027 | $2.4M |
| Milestone Asset Management, LLC | 0.51% | New | 40,745 | $2.4M |
| Compagnie Lombard Odier SCmA | 0.03% | Reduce -5.0% | 40,621 | $2.4M |
| Ipsen Advisor Group LLC | 2.05% | Add +1.9% | 40,764 | $2.4M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -18.8% | 46,619 | $2.4M |
| Ewa, LLC | 0.88% | Add +89.8% | 40,107 | $2.4M |
| EWG Elevate Inc. | 0.89% | Add +26.1% | 40,042 | $2.4M |
| Howland Capital Management LLC | 0.10% | Add +4.3% | 39,770 | $2.3M |
| Whitener Capital Management, Inc. | 0.66% | Reduce -0.4% | 39,310 | $2.3M |
| Synergy Investment Management, LLC | 0.97% | Add +167.2% | 39,265 | $2.3M |
| Insigneo Advisory Services, LLC | 0.24% | Add +37.8% | 39,211 | $2.3M |
| Inlet Private Wealth, LLC | 0.60% | Add +0.5% | 39,012 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +31.8% | 38,988 | $2.3M |
| Oak Family Advisors, LLC | 0.95% | Add +22.9% | 38,822 | $2.3M |
| TRUE Private Wealth Advisors | 0.28% | Add +0.9% | 38,715 | $2.3M |
| Trust Point Inc. | 0.21% | Add +0.5% | 38,635 | $2.3M |
| Vicus Capital | 0.21% | Reduce -9.7% | 38,585 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Add +116.4% | 39,070 | $2.3M |
| Novak & Powell Financial Services, Inc. | 1.40% | Reduce -0.7% | 38,235 | $2.3M |
| Keebeck Wealth Management | 0.33% | Add +242.4% | 38,159 | $2.2M |
| Family Manage LLC | 0.37% | Add +6.1% | 38,130 | $2.2M |
| Ehrlich Financial Group | 1.62% | Add +92.2% | 37,781 | $2.2M |
| CPR Investments Inc. | 1.96% | Add +177.1% | 37,445 | $2.2M |
| Perkins Coie Trust Co | 0.50% | No change | 37,347 | $2.2M |
| M Holdings Securities, Inc. | 0.37% | Reduce -0.0% | 37,331 | $2.2M |
| Five Pine Wealth Management | 1.78% | Reduce -5.4% | 37,015 | $2.2M |
| Allstate Corp. | 0.06% | Add +81.9% | 36,752 | $2.2M |
| Arlington Trust Co LLC | 0.46% | No change | 36,527 | $2.2M |
| Sunesis Advisors, LLC | 1.17% | No change | 36,471 | $2.2M |
| Valued Retirements, Inc. | 2.79% | No change | 35,978 | $2.1M |
| Evergreen Capital Management LLC | 0.07% | Add +0.7% | 35,519 | $2.1M |
| Ashton Thomas Securities, LLC | 0.58% | Add +67.1% | 35,487 | $2.1M |
| Ofc Financial Planning, LLC | 2.36% | Add +4.7% | 35,417 | $2.1M |
| Columbus Macro, LLC | 0.28% | Add +0.6% | 35,409 | $2.1M |
| Wormser Freres Gestion | 1.27% | Reduce -13.8% | 35,703 | $2.1M |
| Swmg, LLC | 0.82% | Add +244.7% | 33,328 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -79.2% | 35,085 | $2.1M |
| Bank Ozk | 0.86% | Reduce -2.0% | 35,066 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +55.9% | 34,973 | $2.1M |
| W1M Asset Management Ltd | 0.18% | No change | 34,927 | $2.1M |
| True Vision MN LLC | 1.23% | Add +101.8% | 34,841 | $2.1M |
| DMC Group, LLC | 1.67% | Add +255.8% | 34,824 | $2.1M |
| Main Street Financial Solutions, LLC | 0.18% | Add +14.5% | 34,645 | $2.0M |
| Coppell Advisory Solutions LLC | 0.28% | Add +757.9% | 22,803 | $2.0M |
| One Wealth Advisors, LLC | 0.30% | New | 34,008 | $2.0M |
| China Universal Asset Management Co., Ltd. | 0.19% | Add +61.9% | 34,000 | $2.0M |
| Bailard, Inc. | 0.05% | New | 33,942 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.48% | Add +82.5% | 33,812 | $2.0M |
| New England Private Wealth Advisors LLC | 0.31% | Add +4.4% | 33,681 | $2.0M |
| Csenge Advisory Group | 0.11% | Add +74.2% | 31,545 | $2.0M |
| Virtus Family Office LLC | 2.53% | Reduce -1.6% | 33,442 | $2.0M |
| Signal Advisors Wealth, LLC | 0.19% | Reduce -63.1% | 33,065 | $1.9M |
| Holistic Financial Partners | 0.94% | No change | 32,987 | $1.9M |
| Sage Mountain Advisors LLC | 0.14% | No change | 32,683 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +32.4% | 32,867 | $1.9M |
| Satovsky Asset Management LLC | 0.43% | Add +1.4% | 32,278 | $1.9M |
| Foguth Wealth Management, LLC. | 0.46% | Reduce -76.5% | 32,222 | $1.9M |
| Flywheel Private Wealth LLC | 1.72% | Reduce -0.0% | 31,940 | $1.9M |
| Eastern Bank | 0.04% | Add +18.5% | 31,915 | $1.9M |
| Roundview Capital LLC | 0.14% | Add +1.8% | 31,808 | $1.9M |
| Western Wealth Management, LLC | 0.12% | Reduce -26.7% | 31,678 | $1.9M |
| Blueprint Financial Advisors LLC | 1.01% | — | 31,574 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.25% | No change | 31,505 | $1.9M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -18.5% | 31,753 | $1.8M |
| Cathy Pareto & Associates, Inc. | 1.62% | Add +19.2% | 31,140 | $1.8M |
| Savant Capital, LLC | 0.02% | Reduce -1.1% | 30,910 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +33.4% | 30,803 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +12.0% | 30,698 | $1.8M |
| Accredited Investor Services, LLC | 1.51% | Add +0.7% | 30,695 | $1.8M |
| TD Private Client Wealth LLC | 0.05% | Add +18.8% | 30,646 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +1.4% | 30,487 | $1.8M |
| Shared Vision Wealth Group LLC | 0.98% | Add +103.2% | 30,421 | $1.8M |
| Naviter Wealth, LLC | 0.22% | Add +0.5% | 30,820 | $1.8M |
| Bristlecone Advisors, LLC | 0.15% | Add +2.3% | 30,253 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 30,111 | $1.8M |
| United Asset Strategies, Inc. | 0.16% | Reduce -16.6% | 30,088 | $1.8M |
| RFG Advisory, LLC | 0.05% | Add +229.7% | 30,086 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +0.1% | 29,692 | $1.8M |
| 4J Wealth Management LLC | 1.38% | Add +0.3% | 29,658 | $1.7M |
| JSF Financial, LLC | 0.46% | Reduce -12.8% | 29,581 | $1.7M |
| Clearstead Trust, LLC | 0.39% | Add +0.0% | 29,472 | $1.7M |
| MainStreet Investment Advisors LLC | 0.25% | Add +2.3% | 29,286 | $1.7M |
| PFG Advisors | 0.10% | Add +0.4% | 29,248 | $1.7M |
| TPG Advisors LLC | 1.34% | Add +3.1% | 28,897 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -0.7% | 28,860 | $1.7M |
| FFG Partners, LLC | 0.70% | Reduce -2.8% | 28,856 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +148.9% | 28,856 | $1.7M |
| Claro Advisors Inc. | 0.23% | Add +92.5% | 28,546 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.14% | No change | 28,458 | $1.7M |
| One Wealth Capital Management, LLC | 0.89% | Add +128.0% | 28,262 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -72.6% | 28,116 | $1.7M |
| Parkside Financial Bank & Trust | 0.21% | Add +437.7% | 28,061 | $1.7M |
| Courage Capital Management LLC | 3.37% | No change | 28,000 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +12.7% | 27,939 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.64% | Add +4.3% | 27,849 | $1.6M |
| Freestone Capital Holdings, LLC | 0.06% | Add +57.8% | 27,801 | $1.6M |
| Elyxium Wealth, LLC | 0.73% | Add +141.8% | 27,784 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Add +2.1% | 27,493 | $1.6M |
| Comprehensive Money Management Services LLC | 1.31% | Reduce -4.8% | 27,473 | $1.6M |
| PFG Investments, LLC | 0.10% | Add +7.8% | 27,421 | $1.6M |
| S.A. Mason LLC | 0.85% | Add +1.3% | 27,386 | $1.6M |
| Arkadios Wealth Advisors | 0.06% | Add +74.7% | 27,314 | $1.6M |
| WealthShield Partners, LLC | 0.21% | Add +109.1% | 27,182 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +34.0% | 27,073 | $1.6M |
| Worth Asset Management, LLC | 0.87% | Add +42.5% | 27,047 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 27,037 | $1.6M |
| Jump Financial, LLC | 0.02% | Reduce -66.7% | 27,032 | $1.6M |
| AQR Capital Management | 0.00% | Add +47.0% | 26,936 | $1.6M |
| Forthright Family Wealth Advisory LLC | 1.05% | Add +1.6% | 26,890 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.3% | 26,762 | $1.6M |
| Forum Financial Management, LP | 0.03% | Add +5.6% | 26,597 | $1.6M |
| Regatta Capital Group, LLC | 0.30% | Add +8.3% | 26,200 | $1.5M |
| Ifrah Financial Services, Inc. | 0.44% | Reduce -7.0% | 26,028 | $1.5M |
| Moneco Advisors, LLC | 0.16% | Add +83.8% | 25,783 | $1.5M |
| Marks Group Wealth Management, Inc | 0.15% | Reduce -24.9% | 25,765 | $1.5M |
| Macroview Investment Management LLC | 1.43% | Reduce -3.4% | 25,759 | $1.5M |
| FWL Investment Management, LLC | 0.56% | Reduce -9.4% | 25,616 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +20.2% | 25,612 | $1.5M |
| Sterling Capital Management LLC | 0.02% | No change | 25,589 | $1.5M |
| Myecfo, LLC | 0.80% | Reduce -1.5% | 25,550 | $1.5M |
| SlateStone Wealth, LLC | 0.15% | Add +97.6% | 25,441 | $1.5M |
| IFG Advisory, LLC | 0.08% | Add +12.5% | 25,232 | $1.5M |
| Citizens National Bank Trust Department | 0.32% | Add +5.5% | 25,204 | $1.5M |
| Greenhouse Wealth Management, LLC | 1.11% | No change | 25,196 | $1.5M |
| 5T Wealth, LLC | 0.85% | Add +97.7% | 25,195 | $1.5M |
| WESPAC Advisors, LLC | 1.20% | Add +18.3% | 25,030 | $1.5M |
| Sharper & Granite LLC | 0.61% | Add +5.1% | 24,920 | $1.5M |
| Endeavor Private Wealth, Inc. | 0.80% | Add +183.7% | 24,896 | $1.5M |
| Accredited Wealth Management, LLC | 1.24% | Reduce -2.4% | 24,841 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | Add +25.1% | 24,801 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +15.0% | 24,783 | $1.5M |
| Kilter Group LLC | 0.95% | Add +72.3% | 24,741 | $1.5M |
| ICONIQ Capital, LLC | 0.03% | Reduce -35.2% | 24,727 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 24,666 | $1.5M |
| Country Club Bank | 0.10% | Add +0.5% | 24,870 | $1.4M |
| WealthBridge Capital Management, LLC | 0.41% | Add +0.8% | 24,467 | $1.4M |
| Montis Financial, LLC | 0.42% | Reduce -0.6% | 24,378 | $1.4M |
| SWP Financial LLC | 0.87% | Add +84.0% | 24,262 | $1.4M |
| PBMares Wealth Management LLC | 0.29% | Reduce -5.9% | 24,242 | $1.4M |
| Americana Partners, LLC | 0.06% | Reduce -4.4% | 24,008 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -12.2% | 23,954 | $1.4M |
| Uniting Wealth Partners, LLC | 0.70% | New | 23,723 | $1.4M |
| J. W. Coons Advisors, LLC | 0.37% | No change | 23,691 | $1.4M |
| Burns J W & Co. Inc. | 0.18% | Add +7.3% | 23,591 | $1.4M |
| Advus Financial Partners, LLC | 0.39% | Add +57.3% | 23,446 | $1.4M |
| Hutchinson Capital Management | 0.26% | No change | 23,132 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -25.5% | 23,148 | $1.4M |
| Midwest Financial Group LLC | 0.79% | Add +3.2% | 23,018 | $1.4M |
| Bradley & Co. Private Wealth Management, LLC | 0.93% | Add +15.6% | 22,983 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +176.6% | 22,836 | $1.3M |
| Vident Advisory, LLC | 0.02% | Reduce -10.5% | 22,776 | $1.3M |
| ETF Store, Inc. | 1.64% | Reduce -6.2% | 22,726 | $1.3M |
| Sageworth Trust Co | 0.08% | No change | 22,496 | $1.3M |
| Alterna Wealth Management, Inc. | 1.00% | Add +5.6% | 22,441 | $1.3M |
| Simmons Bank | 0.10% | No change | 22,380 | $1.3M |
| Silverlake Wealth Management LLC | 0.50% | Add +17.6% | 22,279 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.60% | Add +107.3% | 21,463 | $1.3M |
| Azimuth Capital Investment Management LLC | 0.05% | Add +15.8% | 22,024 | $1.3M |
| Verus Capital Partners, LLC | 0.13% | Add +62.7% | 21,870 | $1.3M |
| Terra Nova Asset Management LLC | 1.01% | No change | 21,766 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +18.1% | 21,752 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +25.9% | 21,717 | $1.3M |
| Sharp Wealth Advisory, LLC | 0.97% | Reduce -2.2% | 21,460 | $1.3M |
| Port Capital LLC | 0.06% | No change | 21,350 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Add +0.2% | 21,242 | $1.3M |
| Sax Wealth Advisors, LLC | 0.09% | New | 21,168 | $1.2M |
| Blossom Wealth Management | 2.50% | Reduce -4.3% | 21,050 | $1.2M |
| Dohj, LLC | 0.28% | Add +6.7% | 20,960 | $1.2M |
| Hoxton Planning & Management, LLC | 0.47% | Add +89.7% | 20,895 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Add +10.3% | 20,849 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.40% | No change | 24,826 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +0.4% | 20,809 | $1.2M |
| Ascentis Independent Advisors | 0.24% | Reduce -6.2% | 20,788 | $1.2M |
| Alpha Financial Partners LLC | 0.98% | Reduce -2.4% | 20,731 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.21% | No change | 20,962 | $1.2M |
| Westside Investment Management, Inc. | 0.26% | No change | 20,568 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.77% | Reduce -1.4% | 20,507 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.18% | Add +14.6% | 20,498 | $1.2M |
| Kanawha Capital Management LLC | 0.09% | Add +2.5% | 20,279 | $1.2M |
| Matrix Trust Co | 0.20% | Add +39.4% | 20,243 | $1.2M |
| Avory & Company, LLC | 0.78% | No change | 20,000 | $1.2M |
| Signaturefd, LLC | 0.02% | Reduce -10.3% | 19,979 | $1.2M |
| Old National Bancorp | 0.03% | Add +23.6% | 19,826 | $1.2M |
| Gateway Wealth Partners, LLC | 0.26% | Add +59.3% | 19,752 | $1.2M |
| Certuity, LLC | 0.12% | Add +9.2% | 19,534 | $1.2M |
| AlphaCore Capital LLC | 0.10% | New | 19,423 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.4% | 19,356 | $1.1M |
| Certus Wealth Management, LLC | 0.77% | Add +57.9% | 18,684 | $1.1M |
| Fort Point Capital Partners LLC | 0.13% | Reduce -0.7% | 18,971 | $1.1M |
| L.M. Kohn & Company | 0.29% | New | 18,724 | $1.1M |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 18,680 | $1.1M |
| Jordan Park Trust Co LLC | 1.04% | No change | 18,651 | $1.1M |
| New Republic Capital, LLC | 0.48% | Reduce -46.6% | 18,647 | $1.1M |
| Wealthgarden F.S. LLC | 1.05% | Add +10.6% | 18,487 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +21.6% | 18,398 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18,437 | $1.1M |
| Wealth Management Associates, Inc. | 0.46% | No change | 18,368 | $1.1M |
| Bison Wealth, LLC | 0.10% | New | 17,359 | $1.1M |
| Independent Advisor Alliance | 0.04% | Add +5.7% | 18,288 | $1.1M |
| Bright Financial Advisors, Inc. | 0.66% | No change | 18,286 | $1.1M |
| American National Bank & Trust | 0.12% | No change | 18,251 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | No change | 18,211 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +1.6% | 21,640 | $1.1M |
| Arkansas Financial Group, Inc. | 0.18% | Add +68.0% | 17,889 | $1.1M |
| Global Wealth Management, LLC | 0.61% | Add +3.1% | 18,058 | $1.1M |
| Y.D. More Investments Ltd | 0.09% | No change | 18,000 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.36% | Add +7.2% | 17,989 | $1.1M |
| Hamilton Capital, LLC | 0.06% | Reduce -8.9% | 17,943 | $1.1M |
| Noble Wealth Management PBC | 0.72% | Reduce -3.1% | 17,930 | $1.1M |
| Riggs Asset Managment Co. Inc. | 0.30% | Add +3.8% | 17,916 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +70.3% | 17,798 | $1.1M |
| Crosspoint Financial, LLC | 3.04% | — | 17,806 | $1.0M |
| Hobbs Group Advisors, LLC | 0.40% | Reduce -0.0% | 17,782 | $1.0M |
| Charles Schwab Trust Co | 0.09% | New | 17,754 | $1.0M |
| Silvia McColl Wealth Management, LLC | 0.79% | No change | 17,741 | $1.0M |
| Avaii Wealth Management, LLC | 0.56% | Reduce -0.6% | 17,698 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -2.4% | 17,681 | $1.0M |
| Phillips Financial Management, LLC | 0.08% | No change | 17,649 | $1.0M |
| Auxano Advisors, LLC | 0.28% | Reduce -4.0% | 17,637 | $1.0M |
| Novem Group | 0.15% | Add +6.5% | 17,597 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | Add +36.4% | 17,517 | $1.0M |
| Ballew Advisors, Inc | 0.69% | No change | 16,910 | $1.0M |
| Maia Wealth LLC | 0.23% | Add +24.6% | 16,943 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | No change | 17,304 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +9.7% | 17,283 | $1.0M |
| Doliver Advisors, LP | 0.29% | Reduce -6.8% | 17,275 | $1.0M |
| Principle Wealth Partners LLC | 0.07% | Add +4.6% | 17,209 | $1.0M |
| CoreCap Advisors, LLC | 0.04% | Add +50.7% | 17,168 | $1.0M |
| S&co Inc. | 0.07% | No change | 17,174 | $1.0M |
| Evermay Wealth Management LLC | 0.13% | Reduce -75.8% | 17,131 | $1.0M |
| BOK Financial Private Wealth, Inc. | 0.08% | Reduce -0.4% | 17,119 | $1.0M |
| Rothschild Wealth LLC | 0.28% | New | 16,949 | $999K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 16,821 | $992K |
| Outlook Wealth Advisors, LLC | 0.28% | Add +53.4% | 16,774 | $989K |
| Ellis Investment Partners, LLC | 0.20% | Add +1.9% | 16,667 | $983K |
| Beck Capital Management, LLC | 0.29% | New | 16,656 | $982K |
| Northwest Capital Management Inc | 0.40% | Add +25.4% | 16,623 | $980K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -4.5% | 16,527 | $974K |
| Cascade Financial Partners, LLC | 0.12% | Reduce -2.7% | 16,492 | $972K |
| First Manhattan Co. Llc. | 0.00% | Reduce -63.6% | 16,454 | $970K |
| First PREMIER Bank | 0.25% | Add +95.1% | 16,414 | $967K |
| Austin Private Wealth, LLC | 0.09% | Reduce -35.1% | 16,333 | $963K |
| 5th Street Advisors, LLC | 0.46% | Add +45.3% | 16,275 | $960K |
| Mill Capital Management, LLC | 0.08% | No change | 16,250 | $958K |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.8% | 16,082 | $948K |
| Brookwood Investment Group LLC | 0.16% | — | 16,076 | $948K |
| Narus Financial Partners, LLC | 0.32% | Reduce -4.6% | 16,022 | $945K |
| Capital Investment Advisors, LLC | 0.02% | Add +1.5% | 15,915 | $938K |
| KCM Investment Advisors LLC | 0.03% | No change | 15,915 | $938K |
| Barnes Wealth Management Group, Inc | 0.59% | Add +3.7% | 15,712 | $926K |
| Centurion Wealth Management LLC | 0.29% | No change | 18,486 | $915K |
| Blue Fin Capital, Inc. | 0.18% | No change | 15,508 | $914K |
| JFS Wealth Advisors, LLC | 0.06% | Add +301.4% | 15,503 | $914K |
| Davis Wealth Advisors, LLC | 1.03% | Add +131.0% | 15,466 | $912K |
| Northcape Wealth Management, LLC | 0.29% | Reduce -0.6% | 15,435 | $910K |
| First National Trust Co | 0.04% | Reduce -11.8% | 15,397 | $908K |
| Mirador Capital Partners LP | 0.16% | Reduce -5.9% | 15,343 | $905K |
| BXM Wealth LLC | 1.08% | New | 15,312 | $903K |
| Independent Wealth Network Inc. | 0.36% | Add +23.0% | 15,237 | $898K |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -9.3% | 15,228 | $898K |
| Diversified Trust Co. | 0.02% | Add +148.7% | 15,225 | $898K |
| Lantz Financial LLC | 0.24% | Add +39.3% | 15,186 | $895K |
| Bank of Nova Scotia | 0.00% | Add +0.6% | 15,089 | $889K |
| Horan Capital Advisors, LLC. | 0.30% | No change | 15,085 | $889K |
| Aprio Wealth Management, LLC | 0.11% | Add +15.2% | 15,037 | $887K |
| Tarbox Family Office, Inc. | 0.15% | No change | 15,000 | $884K |
| DAVENPORT & Co LLC | 0.01% | Add +20.1% | 14,930 | $880K |
| Aberdeen Wealth Management LLC | 0.61% | No change | 14,912 | $879K |
| Bridgewealth Advisory Group, LLC | 1.15% | Reduce -55.3% | 14,795 | $872K |
| Petra Financial Advisors Inc. | 0.71% | Add +50.9% | 14,727 | $868K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +14.2% | 14,702 | $867K |
| Trustmark Bank Trust Department | 0.06% | Add +17.2% | 14,670 | $865K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +25.5% | 14,636 | $863K |
| Confluence Investment Management LLC | 0.01% | Reduce -2.3% | 14,616 | $862K |
| Investment Management Corp. /Va/ | 0.78% | New | 14,605 | $861K |
| Mission Wealth Management, LP | 0.02% | Add +44.2% | 14,602 | $861K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 14,587 | $860K |
| Private Wealth Asset Management, LLC | 0.12% | — | 14,554 | $858K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 14,488 | $854K |
| Marmo Financial Group, LLC | 0.46% | Reduce -0.4% | 14,344 | $846K |
| Sovereign Financial Group, Inc. | 0.19% | Add +38.0% | 14,327 | $845K |
| Capital Advisors Inc. | 0.02% | Reduce -0.3% | 14,185 | $836K |
| Provenance Wealth Advisors, LLC | 0.12% | Reduce -41.9% | 14,029 | $827K |
| Hanson & Doremus Investment Management | 0.12% | Reduce -0.5% | 14,027 | $827K |
| AA Financial Advisors, LLC | 0.20% | Add +3.4% | 13,883 | $819K |
| First Heartland Consultants, Inc. | 0.08% | Add +21.6% | 13,850 | $817K |
| Clear Creek Financial Management, LLC | 0.08% | Add +5.5% | 13,707 | $808K |
| Nwam LLC | 0.07% | Add +5.6% | 13,645 | $805K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +19.5% | 13,450 | $793K |
| Essex Financial Services, Inc. | 0.06% | Reduce -13.7% | 13,392 | $790K |
| My Legacy Advisors, LLC | 0.30% | New | 13,358 | $788K |
| Cedar Wealth Management, LLC | 0.28% | Add +10881.0% | 13,287 | $783K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Add +19.5% | 13,191 | $778K |
| Magnolia Capital Advisors LLC | 0.21% | Reduce -2.8% | 13,168 | $776K |
| Grove Bank & Trust | 0.10% | Reduce -1.7% | 13,071 | $771K |
| Fisher Asset Management | 0.00% | Add +27.3% | 13,067 | $770K |
| Angeles Wealth Management, LLC | 0.06% | Reduce -0.9% | 13,000 | $766K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +0.2% | 12,901 | $761K |
| Riverpoint Wealth Management Holdings, LLC | 0.20% | No change | 12,873 | $759K |
| Mission Creek Capital Partners, Inc. | 0.18% | No change | 12,857 | $758K |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -21.2% | 12,797 | $755K |
| Cordgrass Capital Advisors, LLC | 0.22% | No change | 12,793 | $754K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.0% | 12,701 | $749K |
| PDS Planning, Inc | 0.06% | Add +0.6% | 12,541 | $739K |
| Intrua Financial, LLC | 0.12% | Reduce -2.5% | 12,476 | $736K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +2.4% | 12,468 | $735K |
| Community Bank, N.A. | 0.10% | Reduce -0.3% | 12,440 | $733K |
| Atlatl Advisers LLC | 0.48% | Add +94.9% | 12,433 | $733K |
| Boston Family Office LLC | 0.05% | No change | 12,421 | $732K |
| Hirtle & Co., LLC | 0.03% | No change | 12,402 | $731K |
| Itau Unibanco Holding S.A. | 0.03% | New | 12,374 | $730K |
| RCS Financial Planning, LLC | 0.38% | Add +128.8% | 12,295 | $725K |
| Titleist Asset Management, LLC | 0.08% | Add +5.0% | 12,181 | $718K |
| Armbruster Capital Management, Inc. | 0.14% | No change | 12,000 | $708K |
| Larson Financial Group LLC | 0.03% | Add +44.8% | 11,849 | $699K |
| Colony Family Offices, LLC | 0.22% | No change | 11,820 | $697K |
| StoneX Group Inc. | 0.04% | Add +49.8% | 11,818 | $697K |
| Keystone Wealth Services, LLC | 0.19% | New | 11,776 | $694K |
| GeoWealth Management, LLC | 0.03% | Add +33.3% | 11,707 | $690K |
| MBL Wealth, LLC | 0.07% | No change | 11,700 | $690K |
| Fairvoy Private Wealth, LLC | 0.19% | Add +31.6% | 11,694 | $689K |
| Grey Ledge Advisors, LLC | 0.18% | Reduce -0.0% | 11,670 | $688K |
| Global Financial Private Client, LLC | 0.26% | Add +8.3% | 11,668 | $688K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +94.2% | 11,667 | $688K |
| Firethorn Wealth Partners, LLC | 0.33% | Add +64.6% | 11,663 | $688K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +121.0% | 11,600 | $684K |
| XTX Topco Ltd | 0.03% | Reduce -32.1% | 11,574 | $682K |
| IMC-Chicago, LLC | 0.03% | New | 11,481 | $677K |
| Werba Rubin Papier Wealth Management | 0.15% | Add +1.9% | 11,443 | $675K |
| Advyzon Investment Management, LLC | 0.24% | Add +134.8% | 11,441 | $675K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -1.2% | 11,435 | $674K |
| Nova Wealth Management, Inc. | 0.58% | Reduce -4.3% | 11,399 | $672K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +1.6% | 11,345 | $669K |
| Glenview Trust Co | 0.01% | No change | 11,289 | $666K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | New | 11,275 | $665K |
| Ameliora Wealth Management Ltd. | 0.25% | No change | 12,500 | $661K |
| Colonial Trust Co / SC | 0.10% | Reduce -1.7% | 11,206 | $661K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +13.6% | 11,149 | $657K |
| Integrated Investment Consultants, LLC | 0.13% | Reduce -3.5% | 15,849 | $650K |
| Hancock Whitney Corp. | 0.02% | No change | 11,018 | $650K |
| Bogart Wealth, LLC | 0.03% | Add +1.9% | 11,012 | $649K |
| Phoenix Wealth Advisors | 0.28% | Reduce -12.0% | 10,993 | $648K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -9.2% | 10,980 | $647K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.6% | 10,952 | $646K |
| Pure Portfolios Holdings LLC | 0.24% | Reduce -6.1% | 10,948 | $645K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +75.3% | 10,923 | $644K |
| Mainstay Capital Management LLC | 0.09% | New | 10,906 | $643K |
| Jamison Private Wealth Management, Inc. | 0.10% | No change | 10,887 | $642K |
| Appleton Partners Inc. | 0.05% | Reduce -2.4% | 10,807 | $637K |
| BLB&B Advisors, LLC | 0.03% | Add +112.4% | 10,790 | $636K |
| SFE Investment Counsel | 0.13% | New | 10,787 | $636K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 10,690 | $630K |
| Pinkerton Wealth, LLC | 0.08% | Reduce -36.6% | 10,677 | $630K |
| True North Advisors, LLC | 0.11% | No change | 10,650 | $628K |
| North Forty Two & Co. | 0.69% | Add +4.9% | 10,629 | $627K |
| Texas Yale Capital Corp. | 0.03% | Reduce -8.1% | 10,600 | $625K |
| Spectrum Planning & Advisory Services Inc. | 0.52% | New | 10,599 | $625K |
| Archer Investment Corp | 0.16% | Add +1651.2% | 10,595 | $625K |
| JT Stratford LLC | 0.11% | New | 10,570 | $623K |
| Sentinel Pension Advisors, LLC | 0.11% | Reduce -3.3% | 10,521 | $620K |
| Level Four Advisory Services, LLC | 0.03% | Add +21.7% | 10,457 | $617K |
| Mission Financial Group, LLC | 0.57% | — | 6,990 | $616K |
| International Assets Investment Management, LLC | 0.05% | Add +119.5% | 10,418 | $614K |
| Pinnacle Bancorp, Inc. | 0.20% | No change | 10,357 | $611K |
| Advance Capital Management, Inc. | 0.03% | Add +4.0% | 10,251 | $604K |
| Atala Financial Inc | 0.44% | No change | 10,225 | $603K |
| Coldstream Capital Management Inc. | 0.01% | Add +85.6% | 10,224 | $603K |
| Inspirion Wealth Advisors, LLC | 0.08% | No change | 10,153 | $599K |
| Essex Bank | 0.15% | Add +10.7% | 10,060 | $593K |
| Strategic Financial Concepts, LLC | 0.11% | Add +12.4% | 10,043 | $592K |
| Sterling Investment Advisors LLC | 0.33% | Reduce -7.1% | 10,032 | $592K |
| Towne Trust Company, N.A | 0.21% | Reduce -2.4% | 10,000 | $590K |
| Hengehold Capital Management LLC | 0.06% | No change | 10,000 | $590K |
| Helium Advisors LLC | 0.43% | Add +10.6% | 9,940 | $586K |
| Retirement Wealth Solutions LLC | 0.47% | Add +185.2% | 9,915 | $585K |
| Greenleaf Trust | 0.01% | Add +5.1% | 9,898 | $584K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +5.4% | 9,812 | $579K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,773 | $576K |
| Maridea Wealth Management LLC | 0.19% | Add +39.3% | 9,734 | $574K |
| Frank, Rimerman Advisors LLC | 0.05% | New | 9,729 | $574K |
| Patten & Patten Inc. | 0.04% | No change | 9,710 | $573K |
| Trivium Point Advisory, LLC | 0.07% | Add +26.3% | 9,694 | $572K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -5.3% | 9,689 | $571K |
| EPG Wealth Management LLC | 0.16% | No change | 9,670 | $570K |
| Staley Capital Advisers Inc. | 0.03% | No change | 9,648 | $569K |
| Lane & Associates LLC | 0.31% | Add +44.3% | 9,647 | $569K |
| Black Diamond Financial, LLC | 0.09% | No change | 9,644 | $569K |
| Sonora Investment Management Group, LLC | 0.05% | No change | 9,643 | $569K |
| CX Institutional | 0.02% | Reduce -27.3% | 9,548 | $563K |
| Isthmus Partners, LLC | 0.07% | No change | 9,520 | $561K |
| Choate Investment Advisors | 0.01% | No change | 9,517 | $561K |
| Viewpoint Capital Management LLC | 0.30% | Reduce -11.7% | 9,512 | $561K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.8% | 9,471 | $558K |
| Potomac Fund Management Inc. | 0.24% | Reduce -26.2% | 8,598 | $555K |
| 4WEALTH Advisors, Inc. | 0.61% | Reduce -0.5% | 9,418 | $555K |
| Councilor Wealth, LLC | 0.27% | Add +4.0% | 9,307 | $549K |
| Betterment LLC | 0.00% | Reduce -15.7% | 9,290 | $548K |
| Farmers Trust Co. | 0.10% | No change | 9,246 | $545K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 9,238 | $545K |
| World Equity Group, Inc. | 0.16% | Add +91.3% | 9,207 | $543K |
| Winch Advisory Services, LLC | 0.14% | No change | 9,195 | $542K |
| Callan Capital, LLC | 0.04% | No change | 9,195 | $542K |
| Catawba River Capital | 0.33% | Reduce -2.1% | 9,163 | $540K |
| Beckerman Institutional, LLC | 0.39% | Add +1.3% | 9,143 | $539K |
| Woodward Diversified Capital, LLC | 0.38% | No change | 9,120 | $538K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +0.9% | 9,106 | $537K |
| Dynamic Financial Group | 0.54% | Add +1.1% | 9,062 | $534K |
| Endowment Wealth Management, Inc. | 0.34% | Reduce -3.4% | 9,017 | $532K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 9,000 | $531K |
| Berkeley Capital Partners, LLC | 0.15% | Reduce -6.3% | 8,971 | $529K |
| DGS Capital Management, LLC | 0.14% | Add +0.6% | 8,947 | $528K |
| Crestwood Advisors Group, LLC | 0.01% | Add +21.0% | 8,769 | $517K |
| Squarepoint Ops LLC | 0.00% | Add +11.4% | 8,766 | $517K |
| Williams & Novak, LLC | 0.50% | Reduce -7.8% | 8,756 | $515K |
| W Advisors, LLC | 0.32% | Add +89.0% | 8,717 | $514K |
| Three Cord True Wealth Management, LLC | 0.44% | Reduce -6.1% | 8,715 | $514K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 8,690 | $512K |
| KKM Financial LLC | 0.22% | No change | 8,683 | $512K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +4.2% | 8,638 | $509K |
| Keel Point, LLC | 0.04% | Reduce -23.6% | 8,635 | $509K |
| Quadrant Private Wealth Management, LLC | 0.13% | No change | 8,596 | $507K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 8,513 | $502K |
| First Nebraska Trust Co | 0.05% | No change | 8,500 | $501K |
| Capital Planning Advisors, LLC | 0.08% | No change | 8,464 | $499K |
| Private Client Services, LLC | 0.25% | New | 8,461 | $499K |
| Ingalls & Snyder LLC | 0.02% | No change | 8,389 | $495K |
| Quantum Portfolio Management LLC | 0.25% | No change | 8,340 | $492K |
| Reliant Wealth Planning | 0.22% | Reduce -1.7% | 8,317 | $490K |
| Compass Ion Advisors, LLC | 0.06% | No change | 8,276 | $488K |
| Great Diamond Partners, LLC | 0.13% | No change | 8,234 | $485K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +1.5% | 8,182 | $482K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Add +83.7% | 8,170 | $482K |
| SageView Advisory Group, LLC | 0.02% | Add +83.6% | 8,168 | $482K |
| Lakeridge Wealth Management LLC | 0.24% | Add +10.6% | 8,156 | $481K |
| Patten Group, Inc. | 0.11% | Reduce -5.4% | 8,129 | $479K |
| WBH Advisory Inc. | 0.04% | Reduce -79.5% | 8,065 | $476K |
| HRT Financial LP | 0.00% | New | 8,061 | $475K |
| HBK Sorce Advisory LLC | 0.01% | Add +13.8% | 8,049 | $475K |
| Howard Financial Services, LTD. | 0.06% | No change | 8,024 | $473K |
| Disciplined Investors, L.L.C. | 0.42% | No change | 7,950 | $469K |
| XML Financial, LLC | 0.04% | Reduce -15.0% | 7,907 | $466K |
| Northeast Financial Consultants Inc | 0.02% | No change | 7,888 | $465K |
| Klingman & Associates, LLC | 0.03% | No change | 7,866 | $464K |
| Simon Quick Advisors, LLC | 0.03% | New | 7,862 | $464K |
| Stegent Equity Advisors, Inc. | 0.47% | No change | 7,832 | $462K |
| First Merchants Corp. | 0.02% | No change | 7,830 | $462K |
| Copia Wealth Management | 0.43% | Add +0.9% | 7,819 | $461K |
| Golden State Wealth Management, LLC | 0.07% | Add +99.1% | 7,818 | $461K |
| Whalerock Point Partners, LLC | 0.11% | New | 7,811 | $461K |
| Tacita Capital Inc | 0.33% | Add +1.5% | 7,777 | $458K |
| Meritage Portfolio Management | 0.03% | No change | 7,760 | $458K |
| Strategies Wealth Advisors, LLC | 0.06% | No change | 7,752 | $457K |
| Belpointe Asset Management LLC | 0.02% | Reduce -26.4% | 7,752 | $457K |
| Koa Wealth Management, LLC | 0.37% | Add +15.4% | 7,747 | $457K |
| GWN Securities Inc. | 0.03% | New | 7,728 | $456K |
| Clearbridge Investments, LLC | 0.00% | New | 7,701 | $454K |
| NWF Advisory Services Inc. | 0.06% | Reduce -7.6% | 7,694 | $454K |
| SCS Capital Management LLC | 0.01% | New | 7,680 | $453K |
| Lake Street Private Wealth, LLC | 0.07% | New | 7,680 | $453K |
| Aspire Private Capital, LLC | 0.11% | New | 7,677 | $453K |
| Lansing Street Advisors | 0.15% | New | 7,665 | $452K |
| Aspiriant, LLC | 0.02% | Add +6.4% | 7,656 | $451K |
| BKM Wealth Management, LLC | 0.19% | No change | 7,629 | $450K |
| Journey Advisory Group, LLC | 0.04% | Reduce -4.5% | 7,600 | $448K |
| Evolution Wealth Advisors, LLC | 0.07% | Add +6.9% | 7,575 | $447K |
| Gries Financial LLC | 0.09% | New | 7,552 | $445K |
| Dopkins Wealth Management, LLC | 0.23% | No change | 7,513 | $443K |
| WASHINGTON TRUST Co | 0.02% | No change | 7,510 | $443K |
| Arrien Investments, Inc. | 0.32% | No change | 7,500 | $442K |
| Sfm, LLC | 0.32% | Add +5.2% | 7,416 | $437K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -0.9% | 7,379 | $435K |
| Benchmark Investment Advisors LLC | 0.28% | Reduce -2.5% | 7,355 | $434K |
| McAdam, LLC | 0.03% | Reduce -6.2% | 7,346 | $433K |
| Clarity Financial LLC | 0.05% | Reduce -10.3% | 7,307 | $431K |
| Beacon Financial Advisory LLC | 0.13% | Add +25.4% | 7,288 | $430K |
| Riverbend Wealth Management, LLC | 0.38% | Add +0.0% | 7,287 | $430K |
| Orcam Financial Group | 0.40% | No change | 7,264 | $428K |
| Marcum Wealth, LLC | 0.04% | No change | 7,250 | $427K |
| First City Capital Management, Inc. | 0.26% | Reduce -4.0% | 7,243 | $427K |
| Durante & Waters, LLC | 0.36% | Add +3.1% | 7,200 | $425K |
| Integral Investment Advisors, Inc. | 0.14% | Reduce -14.3% | 7,192 | $424K |
| Obermeyer Wealth Partners | 0.02% | No change | 7,133 | $421K |
| CGN Advisors LLC | 0.04% | Reduce -0.1% | 7,128 | $420K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 7,112 | $419K |
| Solidarity Wealth, LLC | 0.10% | No change | 7,087 | $418K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +0.5% | 7,066 | $417K |
| Banque Cantonale Vaudoise | 0.02% | — | 7,044 | $415K |
| Kovack Advisors, Inc. | 0.04% | Reduce -6.0% | 7,009 | $413K |
| IPG Investment Advisors LLC | 0.09% | Add +69.9% | 7,007 | $413K |
| Quotient Wealth Partners, LLC | 0.01% | Add +14.5% | 6,985 | $412K |
| Ssa Swiss Advisors AG | 0.21% | — | 6,980 | $411K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 8,275 | $411K |
| Cambridge Advisors Inc. | 0.09% | No change | 6,952 | $410K |
| Discipline Wealth Solutions, LLC | 0.20% | Reduce -10.0% | 6,940 | $409K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -2.6% | 6,933 | $409K |
| Exchange Bank | 0.33% | Add +11.7% | 6,893 | $406K |
| Indiana Trust & Investment Management Co | 0.15% | No change | 6,885 | $406K |
| Legacy Edge Advisors, LLC | 0.06% | New | 6,875 | $405K |
| Arbor Investment Advisors, LLC | 0.06% | Reduce -3.4% | 6,868 | $405K |
| Central Bank & Trust Co. | 0.07% | Add +0.6% | 6,864 | $405K |
| Nemes Rush Group LLC | 0.05% | No change | 6,852 | $404K |
| Aries Wealth Management | 0.11% | Add +19.6% | 6,850 | $404K |
| Andina Capital Management, LLC | 0.29% | Reduce -17.6% | 6,845 | $404K |
| Twin Lakes Capital Management, LLC | 0.27% | No change | 6,829 | $403K |
| Panoramic Investment Advisors, LLC | 0.27% | No change | 6,787 | $400K |
| Sound Stewardship, LLC | 0.23% | No change | 6,764 | $399K |
| Pitcairn Co. | 0.02% | New | 6,744 | $398K |
| Wisconsin Capital Management LLC | 0.25% | Add +4.3% | 6,740 | $397K |
| WESPAC Advisors SoCal, LLC | 0.10% | Reduce -1.0% | 6,677 | $394K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +13.7% | 6,661 | $393K |
| Wynn Capital, LLC | 0.23% | No change | 6,646 | $392K |
| West Branch Capital LLC | 0.13% | Add +32.6% | 6,630 | $391K |
| Euro Pacific Asset Management, LLC | 0.07% | New | 6,620 | $390K |
| Broadway Wealth Solutions, Inc. | 0.28% | No change | 6,612 | $390K |
| Ashford Capital Management Inc. | 0.05% | Reduce -24.2% | 6,601 | $389K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -17.1% | 6,591 | $389K |
| Sandy Cove Advisors, LLC | 0.15% | No change | 6,535 | $385K |
| CRA Financial Services, LLC | 0.07% | Add +1.7% | 6,534 | $385K |
| Optivise Advisory Services LLC | 0.22% | New | 6,500 | $383K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 6,500 | $383K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 6,437 | $380K |
| Manchester Capital Management LLC | 0.05% | No change | 6,425 | $379K |
| Schrum Private Wealth Management LLC | 0.33% | No change | 6,415 | $378K |
| Copperleaf Capital, LLC | 0.23% | New | 6,401 | $377K |
| Lanark Financial, Inc. | 0.03% | — | 6,373 | $375K |
| Henderson Brothers Financial Partners, LLC | 0.19% | — | 4,613 | $374K |
| Bourgeon Capital Management LLC | 0.08% | No change | 6,346 | $374K |
| Genesis Wealth Advisors, LLC | 0.30% | No change | 6,326 | $373K |
| TCP Asset Management, LLC | 0.08% | Reduce -4.7% | 6,308 | $372K |
| Talon Private Wealth, LLC | 0.05% | Reduce -24.3% | 6,270 | $370K |
| Maripau Wealth Management LLC | 0.21% | Reduce -1.4% | 6,226 | $367K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -63.9% | 6,220 | $367K |
| Van Eck Associates Corp. | 0.00% | No change | 6,194 | $365K |
| Mid-American Wealth Advisory Group, Inc. | 0.19% | Reduce -18.6% | 6,159 | $363K |
| HUB Investment Partners, LLC | 0.01% | Add +7.3% | 6,158 | $363K |
| Fullcircle Wealth LLC | 0.15% | New | 5,734 | $363K |
| Summit Global Investments | 0.03% | Add +0.8% | 6,083 | $359K |
| Clay Northam Wealth Management, LLC | 0.25% | Add +0.0% | 6,088 | $359K |
| Nilsine Partners, LLC | 0.04% | Add +0.7% | 6,074 | $358K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +6.9% | 5,742 | $357K |
| Carolinas Wealth Consulting LLC | 0.08% | No change | 6,000 | $354K |
| CRCM LP | 0.14% | Reduce -29.8% | 5,965 | $352K |
| Southland Equity Partners LLC | 0.08% | New | 5,957 | $351K |
| Global Assets Advisory, LLC | 0.07% | New | 6,042 | $350K |
| Atlas Wealth Partners, LLC | 0.43% | New | 5,922 | $349K |
| Absolute Capital Management, LLC | 0.20% | New | 5,905 | $348K |
| Quintet Private Bank (Europe) S.A. | 0.02% | Reduce -33.3% | 5,885 | $347K |
| Pullen Investment Management, LLC | 0.22% | Reduce -7.4% | 5,856 | $345K |
| Continuum Wealth Advisors, LLC | 0.18% | No change | 5,818 | $343K |
| Blue Bell Private Wealth Management, LLC | 0.06% | No change | 5,776 | $341K |
| Harbor Investment Advisory, LLC | 0.03% | Add +8.0% | 5,768 | $340K |
| Millennium Management | 0.00% | New | 5,761 | $340K |
| Vantage Point Financial LLC | 0.17% | New | 5,744 | $339K |
| Brighton Jones LLC | 0.01% | Reduce -84.8% | 5,730 | $338K |
| Kathleen S. Wright Associates Inc. | 0.14% | Reduce -1.7% | 5,725 | $338K |
| Summit Wealth Partners, LLC | 0.07% | Add +1.6% | 5,699 | $336K |
| Soltis Investment Advisors LLC | 0.03% | No change | 5,698 | $336K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | No change | 5,879 | $335K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 5,677 | $335K |
| Pillar Financial Advisors, LLC | 0.25% | No change | 5,670 | $334K |
| Blue Chip Partners, LLC | 0.03% | Reduce -0.5% | 5,665 | $334K |
| Crumly & Associates Inc. | 0.09% | Add +19.1% | 5,640 | $333K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -6.6% | 5,639 | $332K |
| First American Bank | 0.02% | No change | 5,625 | $332K |
| Visionary Wealth Advisors | 0.02% | Add +2.0% | 5,617 | $331K |
| Fifth Third Bancorp | 0.00% | Add +23.4% | 5,586 | $329K |
| Alerus Financial NA | 0.03% | New | 5,565 | $328K |
| Empirical Asset Management, LLC | 0.11% | Reduce -8.6% | 5,561 | $328K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -12.9% | 5,547 | $327K |
| Envision Financial Planning, LLC | 0.17% | No change | 5,530 | $326K |
| Future Financial Wealth Managment LLC | 0.24% | Reduce -29.5% | 5,500 | $324K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,498 | $324K |
| Strengthening Families & Communities, LLC | 0.20% | Reduce -85.4% | 7,300 | $321K |
| Vanguard Capital Wealth Advisors | 0.39% | Reduce -24.9% | 5,417 | $319K |
| Private Advisory Group LLC | 0.04% | Reduce -28.5% | 5,404 | $319K |
| Prentiss Smith & Co. Inc. | 0.21% | Add +1.2% | 5,391 | $318K |
| Facet Wealth, Inc. | 0.01% | Reduce -18.0% | 5,048 | $317K |
| Asset Dedication, LLC | 0.03% | Reduce -2.5% | 5,363 | $316K |
| Genesis Private Wealth, LLC | 0.17% | Reduce -4.7% | 5,357 | $316K |
| Brooklyn Investment Group | 0.07% | Add +13240.0% | 5,336 | $315K |
| BlueChip Wealth Advisors LLC | 0.15% | Reduce -5.8% | 5,277 | $311K |
| One Charles Private Wealth Services, LLC | 0.10% | Add +11.4% | 5,269 | $311K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 5,250 | $310K |
| Fiduciary Family Office, LLC | 0.10% | New | 5,249 | $309K |
| Herold Advisors, Inc. | 0.07% | Add +22.8% | 5,244 | $309K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -41.8% | 5,243 | $309K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 5,232 | $308K |
| Semus Wealth Partners LLC | 0.21% | New | 5,228 | $308K |
| Stone Summit Wealth LLC | 0.10% | Add +26.1% | 5,223 | $308K |
| Embree Financial Group | 0.05% | New | 5,220 | $308K |
| Certified Advisory Corp | 0.03% | Reduce -0.1% | 5,212 | $307K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,195 | $306K |
| Investment Advisory Group, LLC | 0.10% | No change | 5,193 | $306K |
| Mechanics Financial Corp | 0.14% | No change | 5,096 | $300K |
| Pallas Capital Advisors LLC | 0.01% | Add +6.3% | 5,086 | $300K |
| Cozad Asset Management Inc. | 0.03% | New | 5,051 | $298K |
| MKD Wealth Coaches, LLC | 0.34% | Reduce -35.3% | 5,049 | $298K |
| Sincerus Advisory, LLC | 0.31% | Reduce -0.3% | 5,041 | $297K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | New | 5,039 | $297K |
| Compton Wealth Advisory Group, LLC | 0.08% | Reduce -74.7% | 5,039 | $297K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | New | 5,030 | $297K |
| Lesa Sroufe & Co | 0.30% | — | 5,025 | $296K |
| HHM Wealth Advisors, LLC | 0.04% | Add +0.1% | 5,017 | $296K |
| Florida Financial Advisors, LLC | 0.12% | New | 4,998 | $295K |
| Smith & Howard Wealth Management, LLC | 0.08% | Reduce -11.1% | 4,998 | $295K |
| WJ Wealth Management, LLC | 0.10% | New | 4,982 | $294K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.1% | 4,982 | $294K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Reduce -2.0% | 4,978 | $294K |
| Integrity Wealth Solutions LLC | 0.16% | Reduce -3.9% | 4,967 | $293K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +19.1% | 4,943 | $291K |
| Dagco, Inc. | 0.09% | No change | 4,925 | $290K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +21.0% | 4,925 | $290K |
| Seaview Investment Managers LLC | 0.07% | No change | 4,905 | $289K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -18.7% | 4,871 | $287K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.4% | 4,831 | $285K |
| Warren Street Wealth Advisors, LLC | 0.11% | Add +0.1% | 4,823 | $284K |
| Continuum Advisory, LLC | 0.04% | Add +21.3% | 4,822 | $284K |
| Ethos Financial Group, LLC | 0.03% | New | 4,819 | $284K |
| West Paces Advisors Inc. | 0.06% | Reduce -49.4% | 4,815 | $284K |
| Signature Wealth Management Group | 0.11% | New | 4,806 | $283K |
| Center For Asset Management LLC | 0.17% | New | 4,780 | $282K |
| Virtue Capital Management, LLC | 0.03% | New | 4,775 | $281K |
| Centennial Wealth Advisory LLC | 0.10% | Add +0.3% | 4,753 | $280K |
| Cary Street Partners Financial LLC | 0.01% | Add +4.8% | 4,746 | $280K |
| TFB Advisors LLC | 0.08% | New | 4,745 | $280K |
| Capital & Planning, LLC | 0.21% | Add +36.6% | 4,735 | $279K |
| Spinnaker Investment Group, LLC | 0.06% | Add +10.7% | 4,671 | $275K |
| NorthRock Partners, LLC | 0.01% | Add +10.2% | 4,656 | $275K |
| Hillcrest Wealth Advisors - NY, LLC | 0.14% | No change | 4,650 | $274K |
| Delta Financial Group, Inc. | 0.06% | No change | 4,829 | $274K |
| Fiduciary Alliance LLC | 0.03% | New | 4,636 | $273K |
| Davis R M Inc. | 0.01% | Reduce -2.1% | 4,625 | $273K |
| Guidance Point Advisors, LLC | 0.08% | No change | 4,622 | $273K |
| Gould Capital, LLC | 0.19% | Reduce -1.0% | 4,569 | $269K |
| Pin Oak Investment Advisors Inc. | 0.21% | No change | 4,636 | $269K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,535 | $267K |
| Chapin Davis, Inc. | 0.09% | No change | 4,525 | $267K |
| Vance Wealth, LLC | 0.10% | Add +1.0% | 4,519 | $266K |
| Valicenti Advisory Services Inc. | 0.07% | Reduce -7.7% | 4,505 | $266K |
| Bridgewater Advisors Inc. | 0.02% | New | 4,238 | $265K |
| Earned Wealth Advisors, LLC | 0.06% | New | 4,500 | $265K |
| Founders Financial Securities LLC | 0.02% | Reduce -26.2% | 4,165 | $263K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 4,436 | $262K |
| May Hill Capital, LLC | 0.10% | New | 4,435 | $261K |
| Balboa Wealth Partners | 0.06% | New | 4,411 | $260K |
| NDVR, Inc. | 0.27% | New | 4,408 | $260K |
| First National Bank Sioux Falls | 0.10% | No change | 4,400 | $259K |
| Alteri Wealth LLC | 0.11% | Add +3.5% | 4,375 | $258K |
| ARK & TLK Investments, LLC | 0.09% | No change | 4,335 | $256K |
| Alpha Cubed Investments, LLC | 0.01% | Add +4.0% | 4,325 | $255K |
| ORG Partners LLC | 0.06% | Add +9.8% | 4,331 | $255K |
| Focused Wealth Management, Inc | 0.03% | No change | 4,312 | $254K |
| Global Trust Asset Management, LLC | 0.15% | Add +258.3% | 4,300 | $254K |
| Telos Capital Management, Inc. | 0.03% | Add +4.6% | 4,278 | $252K |
| Code Waechter LLC | 0.21% | No change | 4,250 | $251K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,237 | $250K |
| Fortitude Family Office, LLC | 0.09% | No change | 4,227 | $249K |
| Parsons Capital Management Inc. | 0.01% | No change | 4,204 | $248K |
| Avantra Family Wealth, Inc. | 0.24% | New | 4,193 | $247K |
| International Private Wealth Advisors LLC | 0.24% | Add +0.7% | 4,188 | $247K |
| Foundation Wealth Management, LLC | 0.19% | Reduce -30.6% | 4,183 | $247K |
| Landing Point Financial Group, LLC | 0.19% | New | 4,179 | $246K |
| Roger Wittlin Investment Advisory, LLC | 0.14% | No change | 4,178 | $246K |
| Sound Income Strategies, LLC | 0.01% | Add +47.2% | 4,176 | $246K |
| Carrera Capital Advisors | 0.05% | Reduce -14.7% | 4,163 | $245K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 4,184 | $245K |
| Naples Global Advisors, LLC | 0.02% | Add +0.3% | 4,149 | $245K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -2.5% | 4,149 | $245K |
| Insight 2811, Inc. | 0.12% | No change | 4,145 | $244K |
| Good Life Advisors, LLC | 0.02% | Reduce -0.6% | 4,139 | $244K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 4,137 | $244K |
| VestGen Investment Management | 0.18% | New | 4,133 | $244K |
| Magnus Financial Group LLC | 0.02% | New | 4,132 | $244K |
| WealthPLAN Partners, LLC | 0.03% | New | 4,130 | $244K |
| New Hampshire Trust | 0.06% | New | 4,115 | $243K |
| Vaughan David Investments LLC | 0.01% | No change | 4,100 | $242K |
| Sanchez Wealth Management Group | 0.07% | Reduce -10.9% | 4,104 | $242K |
| First Financial Bankshares Inc | 0.01% | Reduce -30.8% | 4,098 | $242K |
| Headlands Technologies LLC | 0.03% | Reduce -23.9% | 4,092 | $241K |
| Quattro Financial Advisors LLC | 0.08% | Add +4.7% | 4,082 | $241K |
| KG Capital Management | 0.08% | New | 4,063 | $240K |
| Bragg Financial Advisors, Inc | 0.01% | New | 4,061 | $239K |
| Saxon Interests, Inc. | 0.11% | No change | 4,056 | $239K |
| One Day In July LLC | 0.02% | New | 4,028 | $237K |
| Graney & King, LLC | 0.18% | No change | 4,015 | $237K |
| Chokshi & Queen Wealth Advisors, Inc | 0.16% | New | 4,012 | $237K |
| Transce3nd, LLC | 0.10% | Add +6.1% | 3,989 | $235K |
| Walker Asset Management, LLC | 0.14% | New | 3,975 | $234K |
| Atwater Malick LLC | 0.08% | New | 3,975 | $234K |
| Madison Wealth Partners, Inc | 0.06% | New | 3,969 | $234K |
| West Bancorporation Inc. | 0.16% | New | 3,961 | $234K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -4.8% | 3,950 | $233K |
| Montecito Bank & Trust | 0.04% | New | 3,945 | $233K |
| Concorde Asset Management, LLC | 0.13% | New | 3,976 | $232K |
| Smith Anglin Financial, LLC | 0.02% | New | 3,936 | $232K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 3,932 | $232K |
| Reyes Financial Architecture, Inc. | 0.17% | No change | 3,927 | $232K |
| Rinkey Investments | 0.07% | New | 3,925 | $231K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -9.4% | 3,923 | $231K |
| Wealth Dimensions Group, Ltd. | 0.06% | New | 3,915 | $231K |
| MA Private Wealth | 0.04% | New | 3,890 | $229K |
| LBMC Investment Advisors, LLC | 0.02% | New | 3,878 | $229K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +7.9% | 3,871 | $228K |
| Calton & Associates, Inc. | 0.05% | New | 3,861 | $228K |
| Financial Partners Group, Inc | 0.04% | New | 3,857 | $227K |
| Harrington Investments, INC | 0.13% | New | 3,843 | $227K |
| M. Kulyk & Associates, LLC | 0.05% | New | 3,836 | $226K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 3,834 | $226K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 3,833 | $226K |
| Sandy Spring Bank | 0.01% | Add +5.2% | 3,832 | $226K |
| PUREfi Wealth, LLC | 0.23% | New | 3,831 | $226K |
| City Center Advisors, LLC | 0.26% | New | 3,825 | $226K |
| Main Street Group, LTD | 0.10% | Add +0.6% | 3,824 | $225K |
| Yukon Wealth Management, Inc. | 0.09% | — | 3,818 | $225K |
| Revolve Wealth Partners, LLC | 0.03% | New | 3,810 | $225K |
| Live Oak Private Wealth LLC | 0.04% | New | 3,808 | $225K |
| Commonwealth Financial Services, LLC | 0.05% | New | 3,795 | $224K |
| BostonPremier Wealth LLC | 0.14% | New | 3,785 | $223K |
| Genus Capital Management Inc. | 0.03% | — | 3,780 | $223K |
| Pennington Partners & Co., LLC | 0.13% | New | 3,770 | $222K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 3,763 | $222K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 3,436 | $222K |
| BCU Wealth Advisors, LLC | 0.12% | Reduce -35.7% | 3,761 | $222K |
| Moment Partners, LLC | 0.04% | New | 3,725 | $220K |
| Axecap Investments, LLC | 0.19% | New | 3,724 | $220K |
| Peak Financial Management, Inc. | 0.07% | New | 3,718 | $219K |
| Tempus Wealth Planning, LLC | 0.07% | New | 3,710 | $219K |
| D.B. Root & Company, LLC | 0.07% | New | 3,707 | $219K |
| Trilogy Capital Inc. | 0.01% | New | 3,707 | $219K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 3,705 | $218K |
| Joel Isaacson & Co., LLC | 0.01% | New | 3,684 | $217K |
| Significant Wealth Partners LLC | 0.11% | New | 3,650 | $215K |
| Elevated Capital Advisors, LLC | 0.06% | New | 3,650 | $215K |
| Allen Capital Group, LLC | 0.02% | New | 3,649 | $215K |
| Wedmont Private Capital | 0.01% | New | 3,517 | $214K |
| Mystic Asset Management, Inc. | 0.06% | New | 3,631 | $214K |
| Argyle Capital Partners, LLC | 0.18% | New | 3,627 | $214K |
| Composition Wealth, LLC | 0.00% | Reduce -57.1% | 3,608 | $213K |
| Hardman Johnston Global Advisors LLC | 0.01% | New | 3,600 | $212K |
| Trust Co. of Vermont | 0.01% | Reduce -2.7% | 3,595 | $212K |
| HCR Wealth Advisors | 0.03% | New | 3,594 | $212K |
| Tru Independence Asset Management 2, LLC | 0.16% | New | 3,579 | $211K |
| Two West Capital Advisors LLC | 0.18% | New | 3,454 | $211K |
| Obsidian Personal Planning Solutions LLC | 0.09% | New | 3,382 | $210K |
| Granite FO LLC | 0.12% | No change | 3,565 | $210K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,565 | $210K |
| Centric Wealth Management | 0.06% | New | 3,564 | $210K |
| Foster & Motley Inc. | 0.01% | New | 3,565 | $210K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 4,240 | $210K |
| Holos Integrated Wealth LLC | 0.14% | No change | 3,558 | $210K |
| Wick Capital Partners, LLC | 0.06% | New | 3,533 | $208K |
| Radnor Capital Management, LLC | 0.03% | New | 3,520 | $208K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 3,527 | $208K |
| Fulton Bank, N.A. | 0.01% | New | 3,527 | $208K |
| Diversified Enterprises, LLC | 0.02% | New | 3,520 | $208K |
| Fiduciary Group, LLC | 0.02% | New | 3,517 | $207K |
| BOS Asset Management, LLC | 0.07% | New | 3,484 | $205K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 3,484 | $205K |
| Blalock Williams, LLC | 0.23% | New | 3,481 | $205K |
| Acorn Wealth Advisors, LLC | 0.09% | New | 3,478 | $205K |
| Clear Investment Research, LLC | 0.27% | Reduce -15.9% | 3,465 | $204K |
| Presidio Capital Management, LLC | 0.09% | Reduce -22.0% | 3,461 | $204K |
| Alpine Bank Wealth Management | 0.03% | — | 3,461 | $204K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 3,450 | $203K |
| Evernest Financial Advisors, LLC | 0.07% | New | 3,428 | $202K |
| Winthrop Capital Management, LLC | 0.06% | No change | 3,422 | $202K |
| James J. Burns & Company, LLC | 0.04% | New | 3,426 | $202K |
| GC Wealth Management RIA, LLC | 0.04% | New | 3,423 | $202K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -42.5% | 3,421 | $202K |
| Addis & Hill, Inc | 0.14% | New | 3,409 | $201K |
| KFG Wealth Management, LLC | 0.04% | New | 3,407 | $201K |
| Gen-Wealth Partners Inc | 0.08% | Add +26.7% | 3,386 | $200K |
| Lazard Asset Management LLC | 0.00% | Reduce -18.1% | 3,341 | $196K |
| Smithfield Trust Co | 0.01% | No change | 3,276 | $193K |
| Advantage Trust Co | 0.12% | No change | 3,272 | $193K |
| Kings Path Partners LLC | 0.09% | Reduce -8.4% | 3,233 | $191K |
| Cape Investment Advisory, Inc. | 0.08% | Add +34.7% | 3,214 | $189K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -52.5% | 3,151 | $186K |
| Acropolis Investment Management, LLC | 0.01% | No change | 3,145 | $185K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 3,014 | $178K |
| WealthCollab, LLC | 0.11% | No change | 3,000 | $177K |
| Rothschild Investment LLC | 0.01% | No change | 2,908 | $171K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -9.4% | 2,898 | $171K |
| Flagship Wealth Advisors, LLC | 0.07% | Add +157.1% | 2,861 | $169K |
| Colonial Trust Advisors | 0.01% | Reduce -0.2% | 2,834 | $167K |
| Financial Perspectives, Inc | 0.06% | No change | 2,753 | $162K |
| Walleye Trading LLC | 0.00% | New | 2,750 | $162K |
| LGT Financial Advisors LLC | 0.49% | Add +78.5% | 2,740 | $162K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +125.2% | 2,720 | $160K |
| LRI Investments, LLC | 0.02% | New | 2,701 | $159K |
| First Pacific Financial | 0.03% | Add +0.1% | 2,687 | $158K |
| Creekmur Asset Management LLC | 0.03% | Add +3.9% | 2,669 | $157K |
| Stephens Consulting, LLC | 0.04% | No change | 2,655 | $157K |
| MorganRosel Wealth Management, LLC | 0.05% | New | 2,635 | $155K |
| Tidemark, LLC | 0.06% | No change | 2,613 | $154K |
| SouthState Bank Corp | 0.01% | Add +1.0% | 2,559 | $151K |
| Hollencrest Capital Management | 0.01% | Reduce -57.3% | 2,500 | $147K |
| Caldwell Trust Co | 0.02% | Add +55.7% | 2,479 | $146K |
| Raleigh Capital Management Inc. | 0.06% | Add +90.8% | 2,419 | $143K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -20.3% | 2,371 | $140K |
| Horizons Wealth Management | 0.10% | Reduce -3.1% | 2,299 | $136K |
| South Plains Financial, Inc. | 0.10% | Reduce -5.5% | 2,277 | $134K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -11.0% | 2,231 | $132K |
| Parkworth Wealth Management, Inc. | 0.10% | No change | 2,195 | $129K |
| Wells Financial Advisors INC | 0.16% | No change | 2,000 | $118K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,000 | $118K |
| Burkett Financial Services, LLC | 0.05% | No change | 1,920 | $113K |
| First United Bank & Trust | 0.04% | No change | 1,902 | $112K |
| North Star Investment Management Corp. | 0.01% | No change | 1,881 | $111K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,812 | $107K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -40.0% | 1,780 | $105K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,752 | $103K |
| Nalls Sherbakoff Group, LLC | 0.08% | — | 1,703 | $100K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,698 | $100K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,641 | $97K |
| GAMMA Investing LLC | 0.01% | Add +17.6% | 1,635 | $96K |
| Avondale Wealth Management | 0.06% | No change | 1,608 | $95K |
| Inlight Wealth Management, LLC | 0.06% | New | 1,606 | $95K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,590 | $94K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $92K |
| Park Square Financial Group, LLC | 0.07% | Add +1.6% | 1,533 | $90K |
| CNB Bank | 0.05% | No change | 1,525 | $90K |
| Quest 10 Wealth Builders, Inc. | 0.10% | No change | 1,510 | $89K |
| Atticus Wealth Management, LLC | 0.03% | No change | 1,500 | $88K |
| Proathlete Wealth Management LLC | 0.03% | New | 1,456 | $86K |
| Cornerstone Planning Group LLC | 0.02% | Add +18.5% | 1,318 | $82K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | New | 1,370 | $81K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,362 | $80K |
| Crews Bank & Trust | 0.01% | No change | 1,350 | $80K |
| NBT Bank, N.A. | 0.01% | No change | 1,318 | $78K |
| Creative Financial Designs Inc. | 0.01% | Reduce -10.8% | 1,309 | $77K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.4% | 1,274 | $75K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,249 | $74K |
| Lord & Richards Wealth Management, LLC | 0.08% | New | 1,216 | $72K |
| Rakuten Securities, Inc. | 0.03% | Add +1216.1% | 1,145 | $68K |
| Centricity Wealth Management, LLC | 0.06% | No change | 1,121 | $66K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,099 | $65K |
| McIlrath & Eck, LLC | 0.01% | Reduce -19.2% | 1,079 | $64K |
| First Community Trust NA | 0.06% | No change | 1,075 | $63K |
| Independence Bank of Kentucky | 0.01% | Add +0.2% | 1,062 | $63K |
| Tompkins Financial Corp. | 0.01% | No change | 1,048 | $62K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.7% | 1,015 | $59K |
| Accordant Advisory Group Inc | 0.06% | Reduce -23.1% | 1,000 | $59K |
| Barrett & Company, Inc. | 0.03% | No change | 1,000 | $59K |
| Missouri Trust & Investment Co | 0.02% | Reduce -4.1% | 1,000 | $59K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $59K |
| Cromwell Holdings LLC | 0.04% | Reduce -57.0% | 955 | $56K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -74.8% | 968 | $56K |
| eCIO, Inc. | 0.02% | — | 948 | $56K |
| Bellevue Asset Management, LLC | 0.03% | No change | 931 | $55K |
| Hexagon Capital Partners LLC | 0.01% | No change | 928 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,105 | $55K |
| Tortoise Investment Management, LLC | 0.01% | New | 900 | $53K |
| Financial Freedom, LLC | 0.03% | No change | 875 | $52K |
| MCF Advisors LLC | 0.00% | No change | 871 | $51K |
| NFSG Corp | 0.01% | Add +5.7% | 859 | $51K |
| Center for Financial Planning, Inc. | 0.01% | No change | 850 | $50K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 849 | $50K |
| Valued Wealth Advisors LLC | 0.03% | No change | 840 | $50K |
| Operose Advisors LLC | 0.02% | New | 839 | $49K |
| Wealth Preservation Advisors, LLC | 0.03% | — | 828 | $49K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 810 | $48K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.3% | 806 | $48K |
| Pingora Partners LLC | 0.03% | No change | 784 | $46K |
| Truvestments Capital LLC | 0.01% | Add +49.0% | 769 | $45K |
| HM Payson & Co. | 0.00% | Reduce -33.0% | 761 | $45K |
| Hoey Investments, Inc. | 0.01% | Add +30.4% | 750 | $44K |
| Avion Wealth | 0.01% | No change | 869 | $43K |
| Roble, Belko & Company, Inc | 0.01% | No change | 729 | $43K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 725 | $43K |
| Pacifica Partners Inc. | 0.02% | No change | 729 | $43K |
| First Financial Corp. | 0.02% | No change | 715 | $42K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -9.4% | 712 | $42K |
| Founders Capital Management | 0.03% | No change | 710 | $42K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 708 | $42K |
| Abound Wealth Management | 0.01% | Add +66.5% | 706 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -45.4% | 699 | $41K |
| Flaharty Asset Management, LLC | 0.01% | New | 697 | $41K |
| Zions Bancorporation, National Association | 0.00% | — | 695 | $41K |
| Valley National Advisers Inc. | 0.01% | New | 680 | $40K |
| VSM Wealth Advisory, LLC | 0.01% | New | 663 | $39K |
| Cloud Capital Management, LLC | 0.03% | — | 676 | $39K |
| Orion Capital Management LLC | 0.02% | Reduce -0.3% | 661 | $39K |
| Wood Tarver Financial Group, LLC | 0.01% | Reduce -2.3% | 625 | $37K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $35K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 593 | $35K |
| Legacy Bridge, LLC | 0.02% | No change | 579 | $34K |
| North Capital, Inc. | 0.03% | — | 573 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 560 | $33K |
| Compass Financial Services Inc | 0.02% | No change | 554 | $33K |
| GoalVest Advisory LLC | 0.01% | No change | 550 | $32K |
| Blume Capital Management, Inc. | 0.01% | Reduce -26.7% | 550 | $32K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +46.5% | 539 | $32K |
| Godsey & Gibb, Inc. | 0.00% | No change | 530 | $31K |
| Beacon Capital Management, LLC | 0.00% | No change | 505 | $30K |
| Garrison Bradford & Associates Inc. | 0.03% | New | 500 | $29K |
| Salomon & Ludwin, LLC | 0.00% | No change | 496 | $29K |
| Dunhill Financial, LLC | 0.01% | Add +86.6% | 472 | $28K |
| Breakwater Investment Management | 0.01% | No change | 460 | $27K |
| BankPlus Trust Department | 0.01% | New | 456 | $27K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 454 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 450 | $27K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | — | 401 | $24K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $24K |
| Dynamic Wealth Strategies, LLC | 0.02% | New | 380 | $22K |
| Old Second National Bank of Aurora | 0.01% | No change | 375 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 359 | $21K |
| Kiker Wealth Management, LLC | 0.01% | New | 340 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -16.4% | 336 | $20K |
| Investors Research Corp | 0.00% | No change | 335 | $20K |
| Trust Co | 0.00% | No change | 326 | $19K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -98.6% | 321 | $19K |
| Crewe Advisors LLC | 0.00% | No change | 305 | $18K |
| Innovative Advisory Group, LLC | 0.02% | Reduce -0.3% | 303 | $18K |
| Centennial Bank | 0.01% | No change | 300 | $18K |
| Chelsea Counsel Co. | 0.01% | No change | 291 | $17K |
| Woodside Wealth Management LLC | 0.02% | — | 276 | $16K |
| Main Management LLC | 0.00% | No change | 250 | $15K |
| Bare Financial Services, Inc | 0.01% | Add +104.8% | 254 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 243 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 215 | $13K |
| Aventura Private Wealth, LLC | 0.01% | Add +14.1% | 219 | $13K |
| IMG Wealth Management, Inc. | 0.01% | New | 215 | $13K |
| Clark Wealth Partners | 0.01% | New | 209 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 204 | $12K |
| Costello Asset Management, INC | 0.00% | New | 200 | $12K |
| Louisbourg Investments Inc. | 0.00% | No change | 200 | $12K |
| Delta Asset Management LLC | 0.00% | No change | 195 | $11K |
| Ameriflex Group, Inc. | 0.00% | Add +61.4% | 184 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 169 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 161 | $9K |
| TruNorth Capital Management, LLC | 0.00% | New | 159 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 140 | $8K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $8K |
| Chilton Capital Management LLC | 0.00% | Reduce -33.3% | 134 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 130 | $8K |
| TD Capital Management LLC | 0.00% | Add +62.5% | 130 | $8K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 125 | $7K |
| Private Wealth Management Group, LLC | 0.00% | New | 110 | $6K |
| Rialto Wealth Management, LLC | 0.00% | No change | 96 | $6K |
| Rossby Financial, LCC | 0.00% | New | 90 | $6K |
| Clarity Asset Management, Inc. | 0.00% | No change | 87 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | New | 80 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 80 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -79.2% | 70 | $4K |
| Park Place Capital Corp | 0.00% | Add +96.9% | 63 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -68.0% | 62 | $4K |
| Ridgewood Investments LLC | 0.00% | Reduce -33.0% | 61 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 57 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 56 | $3K |
| JDM Financial Group LLC | 0.00% | No change | 55 | $3K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -9.3% | 49 | $3K |
| Painted Porch Advisors LLC | 0.00% | Add +2.2% | 47 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 42 | $2K |
| Creative Capital Management Investments LLC | 0.00% | No change | 40 | $2K |
| PSI Advisors, LLC | 0.00% | Reduce -50.0% | 40 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 38 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 32 | $2K |
| Concord Wealth Partners | 0.00% | No change | 31 | $2K |
| Perritt Capital Management Inc | 0.00% | New | 30 | $2K |
| HWG Holdings LP | 0.00% | New | 30 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 27 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 20 | $1K |
| Coston, McIsaac & Partners | 0.00% | New | 28 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| CKW Financial Group | 0.00% | No change | 9 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $354 |
| Capital A Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $177 |
| Putney Financial Group LLC | 0.00% | No change | 2 | $118 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $59 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.