iShares Gold TrustIAUETF
13F holders, Q2 2025 (June 30)1,592holders +46
113new positions
69sold out
6famous investors
$62.56avg. 13F price*
At the end of Q2 2025, 1,592 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 46 from Q1 2025. 113 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($1.9B), FMR LLC ($1.6B) and Morgan Stanley ($1.5B). 6 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 Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $226.5M |
| Exits | 69 | $137.2M |
All 13F filers, Q1 2025 → Q2 2025: 33,397,711 shares bought and 31,586,296 shares sold, net +1,811,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,592 holders
| Bank of America Corp. | 0.15% | Reduce -3.2% | 30,343,364 | $1.9B |
| FMR LLC | 0.09% | Reduce -2.7% | 25,423,723 | $1.6B |
| Morgan Stanley | 0.10% | Reduce -1.2% | 23,501,143 | $1.5B |
| Sumitomo Mitsui Trust Group, Inc. | 0.61% | Reduce -12.1% | 15,762,197 | $982.9M |
| Envestnet Asset Management Inc. | 0.25% | Reduce -20.9% | 13,896,829 | $866.6M |
| Wells Fargo & Company | 0.17% | Add +0.4% | 12,679,915 | $790.7M |
| JPMorgan Chase & Co. | 0.05% | Add +67.5% | 10,919,614 | $680.9M |
| LPL Financial LLC | 0.23% | Reduce -2.5% | 10,900,901 | $679.8M |
| UBS Group AG | 0.11% | Reduce -4.2% | 8,586,566 | $535.5M |
| Alliancebernstein L.P. | 0.14% | Reduce -9.2% | 7,032,527 | $438.5M |
| Ameriprise Financial Inc. | 0.10% | Add +2.3% | 6,616,480 | $412.6M |
| WealthNavi Inc. | 4.13% | Add +8.6% | 6,571,130 | $409.8M |
| Empower Advisory Group, LLC | 1.13% | Reduce -54.6% | 6,029,717 | $376.0M |
| Truist Financial Corp. | 0.50% | Add +14.4% | 5,490,435 | $342.4M |
| Raymond James Financial Inc. | 0.11% | Reduce -0.9% | 5,347,213 | $333.5M |
| BlackRock, Inc. | 0.01% | Add +6.8% | 5,331,201 | $332.5M |
| Citigroup Inc. | 0.22% | Add +809.1% | 5,108,818 | $318.6M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +6.1% | 5,007,341 | $312.3M |
| Northern Trust Corp. | 0.04% | Add +13.8% | 4,087,979 | $254.9M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -0.1% | 3,847,359 | $239.9M |
| Royal Bank of Canada | 0.04% | Add +4.9% | 3,672,817 | $229.0M |
| Keybank National Association | 0.84% | Add +5.9% | 3,623,080 | $225.9M |
| Prudential Financial Inc. | 0.28% | Add +2152.7% | 3,494,106 | $217.9M |
| HighTower Advisors, LLC | 0.27% | Reduce -3.2% | 3,433,629 | $214.1M |
| Cerity Partners LLC | 0.34% | Reduce -6.3% | 3,059,854 | $190.8M |
| CIBC Private Wealth Group LLC | 0.28% | Reduce -3.7% | 2,552,621 | $159.2M |
| Captrust Financial Advisors | 0.34% | Reduce -0.8% | 2,413,902 | $150.5M |
| PFG Advisors | 6.88% | Add +4797.3% | 1,432,369 | $149.0M |
| Stifel Financial Corp. | 0.14% | Add +0.1% | 2,354,148 | $146.8M |
| Proficio Capital Partners LLC | 8.61% | Reduce -3.2% | 2,218,582 | $138.4M |
| Pureheart Capital Pte Ltd. | 22.07% | Reduce -19.9% | 2,142,000 | $133.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +158.5% | 1,884,888 | $117.5M |
| Equitable Trust Co. | 5.85% | Reduce -17.9% | 1,883,544 | $117.5M |
| Osaic Holdings, Inc. | 0.21% | Add +41.9% | 1,875,385 | $116.9M |
| Tocqueville Asset Management L.P. | 1.76% | Reduce -7.5% | 1,852,147 | $115.5M |
| Erste Asset Management GmbH | 0.94% | Add +52.5% | 1,775,650 | $110.7M |
| Arnhold LLC | 9.99% | No change | 1,757,254 | $109.6M |
| Chevy Chase Trust Holdings, LLC | 0.31% | Reduce -8.6% | 1,686,108 | $105.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +63.0% | 1,599,101 | $99.7M |
| AlTi Global, Inc. | 2.45% | Add +1.3% | 1,567,786 | $97.8M |
| Moon Capital Management LP | 73.96% | No change | 1,559,604 | $97.3M |
| GM Advisory Group, LLC | 4.79% | Reduce -24.8% | 1,555,296 | $97.0M |
| MML Investors Services, LLC | 0.28% | Add +0.6% | 1,553,050 | $96.8M |
| Cetera Investment Advisers | 0.15% | Reduce -11.0% | 1,465,571 | $91.4M |
| Cresset Asset Management, LLC | 0.45% | Reduce -5.0% | 1,449,880 | $90.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.6% | 1,442,830 | $90.0M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -0.7% | 1,408,714 | $88.3M |
| Mariner, LLC | 0.12% | Add +2.8% | 1,368,429 | $85.3M |
| Baird Financial Group, Inc. | 0.15% | Reduce -26.7% | 1,349,165 | $84.1M |
| Mainstay Capital Management LLC | 4.09% | Add +12087.3% | 1,329,143 | $82.9M |
| Franklin Resources Inc. | 0.02% | Reduce -0.2% | 1,236,715 | $77.1M |
| First Command Advisory Services, Inc. | 0.66% | Reduce -6.0% | 1,230,136 | $76.7M |
| Neuberger Berman Group LLC | 0.06% | Reduce -2.4% | 1,221,726 | $76.2M |
| CENTRAL TRUST Co | 1.70% | Reduce -8.0% | 1,178,602 | $73.5M |
| Forbes J M & Co. LLP | 6.66% | Reduce -19.3% | 1,167,641 | $72.8M |
| Tanglewood Wealth Management, Inc. | 7.10% | Reduce -9.2% | 1,155,471 | $72.1M |
| Allianz SE | 1.70% | Add +5.4% | 1,154,291 | $72.0M |
| Dynasty Wealth Management, LLC | 1.20% | Reduce -6.1% | 1,131,829 | $70.6M |
| OneDigital Investment Advisors LLC | 0.78% | Reduce -8.3% | 1,129,678 | $70.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +6.9% | 1,129,299 | $70.4M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -32.4% | 1,124,241 | $70.1M |
| 1832 Asset Management L.P. | 0.12% | Add +65.3% | 1,089,365 | $67.9M |
| Deutsche Bank AG | 0.02% | Add +12.3% | 1,077,896 | $67.2M |
| Janney Montgomery Scott LLC | 0.17% | Reduce -10.9% | 1,067,022 | $66.5M |
| Quadrature Capital Ltd | 1.14% | New | 1,058,060 | $66.0M |
| Cwm, LLC | 0.23% | Add +5.8% | 1,037,216 | $64.7M |
| Park Avenue Securities LLC | 0.58% | Reduce -26.3% | 1,013,335 | $63.2M |
| Twin Focus Capital Partners, LLC | 8.66% | Add +19.2% | 991,700 | $61.8M |
| Bank of Montreal | 0.03% | Add +23.1% | 974,903 | $60.8M |
| Corient Private Wealth LP | 0.08% | Add +75.5% | 602,270 | $59.9M |
| Oxbow Advisors, LLC | 6.57% | Reduce -2.2% | 946,228 | $59.0M |
| Capital Asset Advisory Services LLC | 2.72% | Reduce -2.5% | 924,226 | $58.2M |
| Axxcess Wealth Management, LLC | 1.39% | Reduce -3.7% | 931,595 | $58.1M |
| Beacon Investment Advisory Services, Inc. | 2.53% | Add +1.1% | 919,938 | $57.4M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +5.6% | 917,093 | $57.2M |
| Permanens Capital L.P. | 7.73% | Add +4.1% | 909,546 | $56.7M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -9.3% | 880,573 | $54.9M |
| Foundations Investment Advisors, LLC | 0.85% | Add +31.9% | 864,900 | $53.9M |
| Cambridge Associates LLC /Ma/ | 1.17% | Add +52.5% | 854,826 | $53.1M |
| Circle Wealth Management, LLC | 1.13% | Add +0.6% | 815,118 | $50.8M |
| Sanctuary Advisors, LLC | 0.31% | Reduce -0.2% | 812,576 | $50.7M |
| NewEdge Advisors, LLC | 0.26% | Add +2.0% | 800,008 | $49.9M |
| Creative Planning | 0.04% | Add +0.0% | 764,144 | $47.7M |
| Anderson Hoagland & Co. | 4.42% | Add +11.4% | 742,316 | $46.3M |
| EverSource Wealth Advisors, LLC | 2.06% | Add +2.6% | 732,123 | $45.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Reduce -14.9% | 721,382 | $45.0M |
| HSBC Holdings PLC | 0.03% | Add +13.8% | 717,165 | $44.7M |
| National Philanthropic Trust | 0.59% | Add +4.0% | 702,133 | $43.8M |
| Biltmore Family Office, LLC | 7.40% | Reduce -2.4% | 702,089 | $43.8M |
| GenWealth Group, Inc. | 8.62% | Reduce -13.9% | 685,552 | $42.8M |
| Assetmark, Inc. | 0.10% | Add +7.9% | 676,720 | $42.2M |
| Narwhal Capital Management | 3.36% | Reduce -1.0% | 671,755 | $41.9M |
| NorthCoast Asset Management LLC | 0.18% | Add +16.2% | 668,502 | $41.7M |
| Intellus Advisors LLC | 6.21% | Reduce -2.8% | 668,222 | $41.7M |
| Life Line Wealth Management LLC | 13.01% | Add +52.8% | 644,035 | $40.2M |
| Evercore Wealth Management, LLC | 0.62% | Add +0.8% | 635,955 | $39.7M |
| Equitable Holdings, Inc. | 0.33% | Add +7.1% | 632,981 | $39.5M |
| National Bank of Canada | 0.04% | Reduce -12.9% | 630,243 | $39.3M |
| Tiaa Trust, National Association | 0.10% | Reduce -25.7% | 627,414 | $39.1M |
| Ieq Capital, LLC | 0.23% | Reduce -2.2% | 608,173 | $37.9M |
| Stuart Investment Advisors, Inc. | 18.85% | Reduce -3.2% | 590,679 | $36.8M |
| Sagespring Wealth Partners, LLC | 0.79% | Add +5.2% | 589,730 | $36.8M |
| MacKay Shields LLC | 7.18% | Reduce -15.9% | 555,000 | $34.6M |
| IFP Advisors, Inc | 0.98% | Add +2.8% | 550,542 | $34.3M |
| Meridian Wealth Advisors, LLC | 5.38% | Add +7.0% | 545,373 | $34.0M |
| Fourpath Capital Management, LLC | 5.35% | Add +1.2% | 544,710 | $34.0M |
| MAI Capital Management | 0.23% | Reduce -2.9% | 529,102 | $33.0M |
| Strategic Point Investment Advisors, LLC | 5.07% | Reduce -1.1% | 527,334 | $32.9M |
| Cadinha & Co. LLC | 5.41% | Add +1.1% | 522,685 | $32.6M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +13.9% | 520,439 | $32.5M |
| Blue Trust, Inc. | 0.37% | Reduce -4.3% | 505,641 | $31.5M |
| Public Employees Retirement System of Ohio | 0.10% | No change | 486,700 | $30.4M |
| Vestmark Advisory Solutions, Inc. | 0.44% | Add +4431.0% | 484,363 | $30.2M |
| SkyView Investment Advisors, LLC | 4.26% | Reduce -5.7% | 482,099 | $29.7M |
| Zhang Financial LLC | 1.36% | Reduce -0.3% | 473,763 | $29.5M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -2.5% | 461,859 | $28.8M |
| Focus Partners Wealth | 0.06% | Add +35.5% | 461,038 | $28.8M |
| West Family Investments, Inc. | 7.45% | Reduce -7.2% | 455,804 | $28.6M |
| Spinnaker Trust | 1.64% | Add +1.5% | 438,429 | $27.3M |
| Quent Capital, LLC | 2.62% | Reduce -2.4% | 435,495 | $27.2M |
| Tudor Investment Corporation | 0.20% | Add +25.5% | 433,127 | $27.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.24% | Reduce -6.0% | 432,168 | $26.9M |
| VCI Wealth Management LLC | 9.31% | Add +2.7% | 426,436 | $26.6M |
| VPR Management LLC | 12.38% | Reduce -18.7% | 422,930 | $26.4M |
| WESCAP Management Group, Inc. | 5.97% | Add +12.1% | 420,306 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +15.8% | 413,772 | $26.0M |
| Sowa Financial Group, Inc. | 15.62% | Reduce -20.7% | 401,181 | $25.0M |
| Independent Family Office, LLC | 11.59% | Reduce -4.0% | 400,907 | $25.0M |
| Mader & Shannon Wealth Management, Inc. | 13.55% | Reduce -23.4% | 399,009 | $24.9M |
| Williams Jones Wealth Management, LLC. | 0.29% | Add +53.1% | 392,635 | $24.5M |
| E Fund Management Co., Ltd. | 1.14% | Add +494.3% | 382,228 | $23.8M |
| Capital Group Private Client Services, Inc. | 0.21% | Add +21.1% | 379,683 | $23.7M |
| Acorn Financial Advisory Services Inc. | 3.87% | Add +13.6% | 378,844 | $23.6M |
| Vision Capital Management, Inc. | 3.09% | Reduce -0.5% | 376,563 | $23.5M |
| Yeomans Consulting Group, Inc. | 9.67% | Reduce -6.7% | 371,971 | $23.4M |
| Checchi Capital Advisers, LLC | 1.63% | Reduce -14.3% | 375,226 | $23.4M |
| Bfsg, LLC | 2.60% | Add +1.1% | 372,940 | $23.3M |
| Cibc World Market Inc. | 0.05% | Add +7.8% | 370,986 | $23.1M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -3.5% | 367,033 | $23.1M |
| AllGen Financial Advisors, Inc. | 6.05% | Reduce -1.7% | 361,432 | $22.5M |
| Chatham Capital Group, Inc. | 3.44% | Reduce -5.3% | 361,300 | $22.5M |
| Kaydan Wealth Management, Inc. | 7.34% | Reduce -2.1% | 359,245 | $22.4M |
| James Investment Research, Inc. | 2.65% | Reduce -0.6% | 357,680 | $22.3M |
| US Bancorp \de | 0.03% | Reduce -18.4% | 355,627 | $22.2M |
| Advocacy Wealth Management, LLC | 1.36% | Add +17.0% | 355,397 | $22.2M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -2.6% | 355,094 | $22.1M |
| First Foundation Advisors | 0.82% | Reduce -4.8% | 353,713 | $22.1M |
| Merit Financial Group, LLC | 0.24% | Add +51.6% | 350,876 | $21.9M |
| Kingsview Wealth Management, LLC | 0.37% | Reduce -3.6% | 347,422 | $21.7M |
| Dakota Wealth Management | 0.45% | Add +4.1% | 344,512 | $21.5M |
| Avantax Advisory Services, Inc. | 0.12% | Add +7.9% | 341,605 | $21.3M |
| Chemistry Wealth Management LLC | 4.57% | Add +3.6% | 341,290 | $21.3M |
| Parcion Private Wealth LLC | 1.52% | Reduce -0.6% | 340,284 | $21.2M |
| Cohen & Steers, Inc. | 0.04% | Add +6.4% | 339,266 | $21.2M |
| First American Trust, FSB | 1.66% | Reduce -5.6% | 333,247 | $20.8M |
| Perigon Wealth Management, LLC | 0.48% | Reduce -2.6% | 331,454 | $20.7M |
| Stephens Inc. | 0.28% | Reduce -16.9% | 324,580 | $20.2M |
| Syon Capital LLC | 1.33% | Reduce -8.0% | 322,102 | $20.1M |
| Sage Rhino Capital LLC | 4.24% | Add +7.9% | 321,686 | $20.1M |
| Oppenheimer Asset Management Inc. | 0.23% | Reduce -0.4% | 319,287 | $19.9M |
| Quest Investment Management LLC | 2.18% | Add +0.2% | 318,197 | $19.8M |
| Bokf, NA | 0.32% | Add +2.9% | 315,146 | $19.7M |
| Modus Advisors, LLC | 5.74% | Reduce -1.4% | 309,964 | $19.3M |
| AMG National Trust Bank | 0.50% | Add +1.5% | 306,824 | $19.1M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -5.5% | 306,636 | $19.1M |
| Cardinal Point Capital Management ULC | 1.51% | Reduce -1.4% | 305,491 | $19.1M |
| NorthCrest Asset Manangement, LLC | 0.50% | Reduce -11.4% | 297,890 | $18.7M |
| M&T Bank Corp | 0.06% | Add +4.2% | 300,016 | $18.7M |
| Baldwin Wealth Partners LLC | 1.26% | Reduce -1.7% | 298,243 | $18.6M |
| Prime Capital Investment Advisors, LLC | 0.25% | Add +16.4% | 298,223 | $18.6M |
| Bcwm, LLC | 5.90% | Reduce -0.5% | 297,907 | $18.6M |
| Comerica Bank | 0.07% | Reduce -1.1% | 293,064 | $18.3M |
| LVM Capital Management Ltd. | 1.89% | Reduce -0.4% | 292,677 | $18.3M |
| Blair William & Co. | 0.05% | Reduce -6.0% | 291,351 | $18.2M |
| Allworth Financial LP | 0.09% | Add +12.1% | 288,908 | $18.0M |
| Brookstone Capital Management | 0.24% | Reduce -3.1% | 287,906 | $18.0M |
| Citadel Advisors | 0.02% | Add +915.6% | 285,538 | $17.8M |
| Summit Trail Advisors, LLC | 0.30% | New | 283,983 | $17.7M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -29.8% | 283,060 | $17.7M |
| CRCM LP | 5.23% | Add +4598.1% | 280,240 | $17.5M |
| Sterling Financial Planning, Inc. | 5.83% | Reduce -8.0% | 279,688 | $17.4M |
| Cyndeo Wealth Partners, LLC | 1.03% | Reduce -0.0% | 279,466 | $17.4M |
| Prospera Financial Services Inc | 0.32% | Add +463.1% | 276,608 | $17.2M |
| Wallington Asset Management, LLC | 2.43% | Add +0.0% | 276,479 | $17.2M |
| Summit Financial, LLC | 0.39% | Reduce -1.8% | 274,775 | $17.1M |
| Faithward Advisors, LLC | 2.63% | Reduce -0.8% | 271,511 | $16.9M |
| Purkiss Capital Advisors LLC | 9.29% | Add +6.1% | 268,020 | $16.7M |
| CPA Asset Management Group, LLC | 6.92% | Add +0.2% | 264,063 | $16.5M |
| Cypress Capital Group | 2.03% | Add +40.8% | 262,049 | $16.3M |
| CreativeOne Wealth, LLC | 0.42% | Reduce -1.3% | 259,911 | $16.2M |
| Ashton Thomas Private Wealth, LLC | 0.57% | Add +9.3% | 259,194 | $16.2M |
| Resonant Capital Advisors, LLC | 1.02% | Add +1.1% | 255,613 | $15.9M |
| Hamilton Wealth, LLC | 3.56% | Add +5.4% | 255,262 | $15.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.14% | Reduce -4.0% | 252,446 | $15.7M |
| Fielder Capital Group LLC | 4.17% | Reduce -6.7% | 250,569 | $15.6M |
| Fifth Third Securities, Inc. | 1.17% | Reduce -2.9% | 249,523 | $15.6M |
| Sigma Investment Counselors Inc. | 0.85% | Add +8.7% | 248,675 | $15.5M |
| JB Capital LLC | 0.74% | Reduce -29.4% | 245,980 | $15.3M |
| Private Advisor Group, LLC | 0.08% | Add +10.0% | 245,641 | $15.3M |
| Norris Financial Group, LLC | 6.21% | Reduce -7.5% | 243,074 | $15.2M |
| Ascent Group, LLC | 0.59% | Reduce -5.2% | 243,055 | $15.2M |
| Timber Creek Capital Management LLC | 3.84% | Add +1.6% | 236,986 | $15.1M |
| Leavell Investment Management, Inc. | 0.67% | Add +3.2% | 240,586 | $15.0M |
| Jones Financial Companies LLLP | 0.01% | Add +30.0% | 242,833 | $15.0M |
| Verger Capital Management LLC | 5.80% | Reduce -2.8% | 236,184 | $14.7M |
| UMB Bank, n.a. | 0.22% | Add +0.4% | 230,628 | $14.4M |
| Nkcfo LLC | 5.97% | No change | 229,200 | $14.3M |
| Forza Wealth Management, LLC | 5.84% | Add +0.1% | 228,311 | $14.2M |
| Legend Financial Advisors, Inc. | 9.08% | Reduce -8.4% | 219,061 | $13.7M |
| Clear Harbor Asset Management, LLC | 1.01% | Reduce -1.0% | 214,692 | $13.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -6.7% | 216,080 | $13.3M |
| Coastal Bridge Advisors, LLC | 1.10% | Add +2.2% | 212,689 | $13.3M |
| Rogco, LP | 4.96% | Reduce -1.2% | 211,142 | $13.2M |
| Simplex Trading, LLC | 0.35% | Add +32.9% | 210,513 | $13.1M |
| White Lighthouse Investment Management Inc. | 2.13% | Reduce -11.4% | 209,523 | $13.1M |
| Upper Left Wealth Management, LLC | 8.70% | Reduce -6.3% | 209,046 | $13.0M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +14.0% | 208,161 | $13.0M |
| Arkos Global Advisors | 1.80% | Reduce -5.1% | 208,151 | $13.0M |
| Fore Capital, LLC | 48.30% | No change | 208,000 | $13.0M |
| Evoke Wealth, LLC | 0.30% | Reduce -0.5% | 206,701 | $12.9M |
| Sigma Planning Corp | 0.39% | Add +6.9% | 206,654 | $12.9M |
| Wealth Management Partners, LLC | 4.53% | Reduce -0.5% | 203,565 | $12.8M |
| HB Wealth Management, LLC | 0.10% | Add +4.4% | 204,655 | $12.8M |
| Sowell Financial Services LLC | 0.51% | Reduce -8.0% | 201,779 | $12.6M |
| Arlington Capital Management, Inc. | 10.86% | Reduce -32.1% | 200,457 | $12.5M |
| Sunbelt Securities, Inc. | 1.10% | Reduce -32.5% | 252,262 | $12.5M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -56.9% | 199,582 | $12.4M |
| Van Hulzen Asset Management, LLC | 1.04% | Reduce -19.6% | 198,945 | $12.4M |
| Mill Creek Capital Advisors, LLC | 0.27% | Add +1074.3% | 197,538 | $12.3M |
| Private Harbour Investment Management & Counsel, LLC | 12.75% | Reduce -1.0% | 197,409 | $12.3M |
| Brown Advisory Inc. | 0.02% | Reduce -3.4% | 197,060 | $12.3M |
| DT Investment Partners, LLC | 1.10% | Reduce -0.4% | 196,862 | $12.3M |
| Hamilton Point Investment Advisors, LLC | 2.02% | Add +19.0% | 196,770 | $12.3M |
| Three Bridge Wealth Advisors, LLC | 3.23% | Reduce -0.6% | 196,444 | $12.3M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +27.0% | 195,759 | $12.2M |
| Lifeworks Advisors, LLC | 1.81% | Reduce -4.2% | 194,483 | $12.1M |
| NTV Asset Management LLC | 1.44% | Reduce -0.6% | 193,151 | $12.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -18.6% | 189,274 | $11.8M |
| Okabena Investment Services Inc. | 2.60% | Reduce -0.2% | 187,590 | $11.7M |
| Trek Financial, LLC | 0.78% | Add +49.4% | 187,291 | $11.7M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Reduce -50.3% | 186,499 | $11.6M |
| Osborne Partners Capital Management, LLC | 0.61% | Reduce -6.7% | 184,085 | $11.5M |
| Silverleafe Capital Partners, LLC | 3.98% | Add +9.1% | 183,074 | $11.4M |
| Mgo One Seven LLC | 0.37% | Add +11.8% | 182,857 | $11.4M |
| Atria Investments, Inc | 0.13% | Reduce -41.2% | 177,005 | $11.0M |
| CSS LLC | 2.05% | Add +1.4% | 176,840 | $11.0M |
| Signet Investment Advisory Group, Inc. | 5.65% | Reduce -26.0% | 176,504 | $11.0M |
| Beacon Harbor Wealth Advisors, Inc. | 2.71% | Reduce -27.4% | 174,204 | $10.9M |
| GAMCO Investors | 0.11% | No change | 173,916 | $10.8M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +107.3% | 173,675 | $10.8M |
| Commerce Bank | 0.06% | Add +1.6% | 171,989 | $10.7M |
| Morton Capital Management LLC | 1.90% | Reduce -9.0% | 171,985 | $10.7M |
| Sage Private Wealth Group, LLC | 6.84% | Add +25.2% | 171,284 | $10.7M |
| Advisory Services Network, LLC | 0.17% | Reduce -27.8% | 172,220 | $10.7M |
| Regency Capital Management Inc.\DE | 5.60% | Reduce -4.5% | 171,052 | $10.7M |
| Stonebridge Financial Group, LLC | 1.03% | Reduce -4.6% | 170,724 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +3.9% | 169,335 | $10.6M |
| Modern Wealth Management, LLC | 0.26% | Reduce -2.8% | 169,212 | $10.6M |
| &partners | 0.08% | Add +170.3% | 168,217 | $10.5M |
| Harvest Fund Management Co., Ltd | 0.49% | Add +67.2% | 167,843 | $10.5M |
| Lowe Wealth Advisors, LLC | 4.08% | Add +0.2% | 167,487 | $10.4M |
| Gotham Asset Management | 0.06% | New | 165,240 | $10.3M |
| Shepherd Financial Partners LLC | 1.09% | Add +17.7% | 164,794 | $10.3M |
| Townsend & Associates, Inc | 1.01% | Reduce -26.4% | 162,108 | $10.2M |
| DSG Capital Advisors, LLC | 1.81% | Add +2.7% | 163,534 | $10.2M |
| B&D White Capital Company, LLC | 1.55% | New | 163,249 | $10.2M |
| Brave Asset Management Inc. | 2.76% | Add +5.1% | 162,598 | $10.1M |
| LifePlan Financial, LLC | 8.33% | Reduce -8.5% | 161,217 | $10.1M |
| Stablepoint Partners, LLC | 1.71% | Reduce -1.7% | 161,208 | $10.1M |
| Stephen J. Garry & Associates, LLC | 8.61% | Add +2.0% | 159,746 | $10.0M |
| Ballentine Partners, LLC | 0.15% | No change | 158,942 | $9.9M |
| Impact Investors, Inc | 6.98% | Reduce -1.2% | 158,287 | $9.9M |
| EFG Asset Management (Americas) Corp. | 1.80% | Reduce -28.6% | 156,174 | $9.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.23% | Add +1.1% | 156,113 | $9.7M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -2.8% | 155,173 | $9.7M |
| Fairview Capital Investment Management, LLC | 0.50% | Add +0.3% | 153,684 | $9.6M |
| BSW Wealth Partners | 1.31% | Add +2.4% | 153,429 | $9.6M |
| Cape Ann Savings Bank | 5.69% | Reduce -1.5% | 152,780 | $9.5M |
| Well Done, LLC | 1.79% | Reduce -3.8% | 152,691 | $9.5M |
| Old Port Advisors | 2.58% | Add +1.1% | 151,816 | $9.5M |
| Ancora Advisors LLC | 0.20% | Reduce -3.6% | 151,690 | $9.5M |
| Midwest Trust Co | 0.13% | — | 151,481 | $9.4M |
| JNBA Financial Advisors | 0.91% | Reduce -5.4% | 151,425 | $9.4M |
| Sapient Capital LLC | 0.17% | Reduce -19.1% | 150,287 | $9.4M |
| MinichMacGregor Wealth Management, LLC | 1.97% | Add +3754.5% | 147,743 | $9.2M |
| MA Private Wealth | 1.60% | Add +3577.5% | 143,053 | $8.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -5.8% | 135,680 | $8.5M |
| Resona Asset Management Co.,Ltd. | 0.04% | No change | 135,608 | $8.5M |
| Group One Trading LLC | 0.28% | New | 134,943 | $8.4M |
| Bigelow Investment Advisors, LLC | 3.69% | Add +0.7% | 134,163 | $8.4M |
| Mfa Wealth Advisors, LLC | 1.96% | Reduce -15.3% | 133,809 | $8.3M |
| Grove Bank & Trust | 1.03% | Add +917.9% | 133,052 | $8.3M |
| Savvy Advisors, Inc. | 0.55% | Add +19.5% | 132,461 | $8.3M |
| American Investment Services, Inc. | 2.11% | Reduce -21.6% | 132,434 | $8.3M |
| GFS Advisors, LLC | 1.12% | Reduce -0.8% | 131,680 | $8.2M |
| Maltin Wealth Management, Inc. | 3.65% | Reduce -0.5% | 129,987 | $8.1M |
| Omnia Family Wealth, LLC | 2.92% | Reduce -5.4% | 129,410 | $8.1M |
| Roehl & Yi Investment Advisors, LLC | 4.13% | Add +6.4% | 133,234 | $8.1M |
| Greenline Partners, LLC | 1.09% | Reduce -0.7% | 129,145 | $8.1M |
| Systelligence, LLC | 1.49% | Add +7.5% | 129,088 | $8.0M |
| Cranbrook Wealth Management, LLC | 1.71% | Reduce -3.4% | 128,846 | $8.0M |
| World Investment Advisors | 0.18% | Reduce -37.8% | 128,262 | $8.0M |
| Avaii Wealth Management, LLC | 3.54% | Add +621.7% | 127,720 | $8.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.31% | Add +10.2% | 127,716 | $8.0M |
| Ariston Services Group | 5.60% | Reduce -21.3% | 126,379 | $7.9M |
| Meridian Investment Counsel Inc. | 2.14% | Add +0.0% | 125,985 | $7.9M |
| Wealth Alliance, LLC | 0.87% | Reduce -12.2% | 125,458 | $7.8M |
| TruWealth Advisors, LLC | 0.42% | New | 122,955 | $7.7M |
| Independent Financial Group, LLC | 0.21% | Add +1.7% | 122,567 | $7.6M |
| Compound Planning, Inc. | 0.29% | Add +4.5% | 122,541 | $7.6M |
| Sentinel Trust Co. Lba | 0.83% | Reduce -2.6% | 122,316 | $7.6M |
| Plum Street Advisors, LLC | 3.36% | Reduce -10.3% | 122,188 | $7.6M |
| LYNX Capital Group Ltd. | 3.67% | Reduce -6.3% | 122,092 | $7.6M |
| Nottingham Advisors, Inc. | 1.13% | Reduce -19.0% | 121,621 | $7.6M |
| Highland Financial Advisors, LLC | 2.43% | Reduce -8.1% | 121,536 | $7.6M |
| Rehmann Capital Advisory Group | 0.46% | Reduce -6.7% | 121,484 | $7.6M |
| Debussy Capital Management LP | 1.13% | Reduce -21.8% | 121,215 | $7.6M |
| Prairie Wealth Advisors, Inc. | 3.22% | Reduce -2.1% | 120,936 | $7.5M |
| WealthCare Investment Partners, LLC | 2.71% | Reduce -2.7% | 119,913 | $7.5M |
| Prudential PLC | 0.05% | Add +3.0% | 120,861 | $7.5M |
| Wealthspan Partners, LLC | 3.10% | Reduce -0.4% | 119,713 | $7.5M |
| Sharkey, Howes & Javer | 0.99% | Reduce -14.4% | 118,490 | $7.4M |
| AssuredPartners Investment Advisors, LLC | 1.80% | Add +3321.5% | 118,041 | $7.4M |
| Capital Analysts, LLC | 0.24% | Reduce -4.8% | 117,454 | $7.3M |
| FineMark National Bank & Trust | 0.25% | Add +0.3% | 117,426 | $7.3M |
| Security Financial Services, INC. | 1.29% | Reduce -6.3% | 117,136 | $7.3M |
| Callan Family Office, LLC | 0.23% | Add +4.2% | 116,996 | $7.3M |
| LifeWealth Investments, LLC | 2.63% | Add +26.7% | 115,956 | $7.2M |
| Global Wealth Strategies & Associates | 2.07% | Reduce -9.4% | 115,834 | $7.2M |
| Buttonwood Financial Group, LLC | 3.66% | Reduce -0.8% | 114,728 | $7.2M |
| Southeast Asset Advisors, LLC | 0.86% | No change | 115,540 | $7.2M |
| Icon Wealth Advisors, LLC | 0.51% | Reduce -25.9% | 115,473 | $7.2M |
| Wills Financial Group LLC | 3.12% | No change | 115,117 | $7.2M |
| Patton Fund Management, Inc. | 1.57% | Reduce -9.3% | 114,823 | $7.2M |
| Towneley Capital Management, Inc / DE | 1.64% | Reduce -18.9% | 114,651 | $7.1M |
| Tsfg, LLC | 1.28% | Reduce -3.6% | 113,018 | $7.0M |
| Seeds Investor LLC | 1.65% | Add +14.6% | 112,707 | $7.0M |
| MBA Advisors LLC | 3.23% | Reduce -19.4% | 112,359 | $7.0M |
| SBI Securities Co., Ltd. | 0.20% | Add +3.0% | 112,313 | $7.0M |
| Palisades Hudson Asset Management, L.P. | 2.71% | No change | 111,113 | $6.9M |
| ABLE Financial Group, LLC | 1.67% | Reduce -0.8% | 111,049 | $6.9M |
| Baker Avenue Asset Management, LP | 0.20% | Add +7.2% | 110,658 | $6.9M |
| Sofi Wealth, LLC | 0.42% | New | 110,351 | $6.9M |
| Lifelong Wealth Advisors, Inc. | 2.27% | New | 109,536 | $6.8M |
| Rwa Wealth Partners, LLC | 0.08% | Add +373.9% | 108,225 | $6.7M |
| Parkside Investments, LLC | 0.92% | Reduce -49.6% | 108,216 | $6.7M |
| Battery Global Advisors, LLC | 3.32% | Reduce -5.0% | 108,116 | $6.7M |
| Accretive Wealth Partners, LLC | 2.20% | Reduce -1.9% | 107,528 | $6.7M |
| Redhawk Wealth Advisors, Inc. | 0.83% | Add +1068.2% | 106,380 | $6.6M |
| Summit Place Financial Advisors, LLC | 3.33% | Add +2.8% | 106,140 | $6.6M |
| Ackerman Capital Advisors, LLC | 1.53% | Reduce -5.4% | 105,767 | $6.6M |
| Kitching Partners, LLC | 6.69% | Add +3.4% | 105,409 | $6.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.43% | Add +3.6% | 105,390 | $6.6M |
| Strategic Blueprint, LLC | 0.32% | Add +2.4% | 105,185 | $6.6M |
| Diversify Advisory Services, LLC | 0.25% | Add +2.0% | 103,288 | $6.5M |
| Choreo, LLC | 0.09% | Add +8.4% | 104,326 | $6.5M |
| Rochester Wealth Strategies, LLC | 4.66% | Reduce -5.4% | 104,277 | $6.5M |
| Lido Advisors, LLC | 0.03% | Reduce -10.1% | 103,889 | $6.5M |
| Parker Investment Management, LLC | 0.98% | Reduce -84.8% | 102,881 | $6.4M |
| Wellspring Financial Advisors, LLC | 0.57% | No change | 102,734 | $6.4M |
| Kelly Financial Services LLC | 1.88% | Reduce -2.8% | 102,561 | $6.4M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -35.1% | 101,487 | $6.3M |
| DCF Advisers, LLC | 3.00% | No change | 100,000 | $6.2M |
| Bulltick Wealth Management, LLC | 1.54% | Reduce -47.2% | 99,940 | $6.2M |
| NewEdge Wealth, LLC | 0.10% | Reduce -7.8% | 96,713 | $6.2M |
| Fiduciary Financial Group, LLC | 1.12% | Add +0.2% | 98,338 | $6.2M |
| Stableford Capital II LLC | 2.32% | Reduce -1.5% | 98,087 | $6.2M |
| Citizens Financial Group Inc. | 0.10% | Reduce -6.8% | 97,450 | $6.1M |
| Avestar Capital, LLC | 0.44% | Add +4.7% | 97,021 | $6.1M |
| Pekin Hardy Strauss, Inc. | 0.69% | Add +1.5% | 96,656 | $6.0M |
| AdvisorNet Financial, Inc | 0.39% | Reduce -1.1% | 96,379 | $6.0M |
| Bull Oak Capital, LLC | 2.73% | New | 96,172 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +91.2% | 96,166 | $6.0M |
| Madden Advisory Services, Inc. | 2.55% | Reduce -0.8% | 95,786 | $6.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.09% | Reduce -6.9% | 94,851 | $6.0M |
| Spire Wealth Management | 0.21% | Reduce -32.5% | 95,579 | $6.0M |
| Kure Advisory, LLC | 3.92% | Add +3.5% | 94,760 | $5.9M |
| Camden National Bank | 0.84% | Reduce -0.6% | 93,711 | $5.8M |
| Stokes Family Office, LLC | 0.61% | Add +2.7% | 93,539 | $5.8M |
| Crescent Grove Advisors, LLC | 0.56% | Add +16.6% | 93,287 | $5.8M |
| Lineweaver Wealth Advisors, LLC | 0.91% | Add +7.5% | 92,692 | $5.8M |
| Pettinga Financial Advisors LLC | 1.26% | Reduce -3.6% | 92,392 | $5.8M |
| Bessemer Group Inc. | 0.01% | Reduce -7.5% | 91,693 | $5.7M |
| Stone House Investment Management, LLC | 1.03% | Reduce -16.4% | 90,098 | $5.6M |
| RiverGlades Family Offices LLC | 3.66% | Reduce -1.9% | 89,535 | $5.6M |
| Insight Wealth Partners, LLC | 3.09% | Reduce -44.0% | 89,476 | $5.6M |
| Twin Tree Management, LP | 0.14% | New | 89,319 | $5.6M |
| Briaud Financial Planning Inc | 2.19% | Reduce -16.7% | 88,965 | $5.5M |
| Fermata Advisors, LLC | 1.48% | Reduce -12.0% | 88,813 | $5.5M |
| Inscription Capital, LLC | 0.80% | Reduce -0.1% | 88,807 | $5.5M |
| Gradient Investments LLC | 0.10% | Reduce -3.5% | 88,680 | $5.5M |
| Clear Creek Financial Management, LLC | 0.53% | Add +546.7% | 88,640 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +2.2% | 88,020 | $5.5M |
| D L Carlson Investment Group Inc. | 1.00% | Reduce -8.2% | 87,598 | $5.5M |
| Global Retirement Partners, LLC | 0.13% | — | 87,151 | $5.4M |
| Beck Capital Management, LLC | 1.35% | Add +422.5% | 87,029 | $5.4M |
| Welch & Forbes LLC | 0.07% | Reduce -1.6% | 86,883 | $5.4M |
| Blue Investment Partners LLC | 1.88% | Add +2.9% | 86,111 | $5.4M |
| FDx Advisors, Inc. | 1.63% | Reduce -7.5% | 85,794 | $5.3M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -1.1% | 85,535 | $5.3M |
| Davies Financial Advisors, Inc. | 4.14% | Reduce -2.9% | 85,503 | $5.3M |
| Blueprint Investment Partners LLC | 0.94% | Add +15.7% | 85,342 | $5.3M |
| Vernal Point Advisors, LLC | 3.08% | New | 84,629 | $5.3M |
| Argent Trust Co | 0.20% | Reduce -5.4% | 84,302 | $5.3M |
| High Falls Advisors, Inc | 1.16% | Reduce -28.4% | 83,957 | $5.2M |
| Versant Capital Management, Inc | 0.79% | Reduce -2.9% | 83,524 | $5.2M |
| Fiduciary Trust Co | 0.06% | Reduce -3.7% | 83,505 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.3% | 82,699 | $5.2M |
| TriaGen Wealth Management LLC | 1.56% | Add +1.3% | 82,558 | $5.1M |
| Vontobel Holding Ltd. | 0.02% | Reduce -5.2% | 82,459 | $5.1M |
| Tikvah Management LLC | 1.69% | No change | 82,230 | $5.1M |
| Heck Capital Advisors, LLC | 0.44% | New | 81,598 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +4.1% | 80,916 | $5.0M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 80,600 | $5.0M |
| Evelyn Partners Asset Management Ltd | 1.27% | No change | 80,497 | $5.0M |
| waypoint wealth counsel | 2.48% | Add +2.2% | 80,331 | $5.0M |
| Delta Financial Advisors LLC | 1.76% | Add +0.1% | 80,322 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +21.1% | 80,273 | $5.0M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Reduce -59.3% | 80,222 | $5.0M |
| Triad Wealth Partners, LLC | 1.00% | Add +21.1% | 79,350 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +1.9% | 78,528 | $4.9M |
| Motco | 0.47% | Add +1.1% | 78,571 | $4.9M |
| ONE Advisory Partners, LLC | 1.62% | Reduce -2.3% | 75,696 | $4.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.5% | 77,037 | $4.8M |
| SteelPeak Wealth, LLC | 0.19% | Reduce -31.7% | 76,911 | $4.8M |
| Simplicity Wealth,LLC | 0.20% | Add +36.1% | 76,868 | $4.8M |
| Fortis Group Advisors, LLC | 0.87% | Reduce -51.0% | 76,872 | $4.8M |
| Jmac Enterprises LLC | 1.02% | New | 76,352 | $4.8M |
| Hilltop National Bank | 1.24% | — | 75,950 | $4.7M |
| Scotia Capital Inc. | 0.02% | Add +14.8% | 75,930 | $4.7M |
| Altman Advisors, Inc. | 1.92% | Add +0.4% | 85,454 | $4.7M |
| Allie Family Office LLC | 2.32% | Add +5.8% | 75,159 | $4.7M |
| Sepio Capital, LP | 0.33% | No change | 75,142 | $4.7M |
| Fifth Third Wealth Advisors LLC | 0.20% | Add +15.0% | 74,944 | $4.7M |
| Gibson Capital, LLC | 0.92% | Reduce -11.9% | 74,885 | $4.7M |
| Altiora Financial Group, LLC | 0.91% | Reduce -23.6% | 74,774 | $4.7M |
| Intrepid Capital Management Inc. | 2.45% | Add +0.3% | 74,648 | $4.7M |
| Midwest Capital Advisors, LLC | 2.44% | Add +17.9% | 74,094 | $4.6M |
| Flputnam Investment Management Co. | 0.08% | Add +6.8% | 73,934 | $4.6M |
| Mutual Advisors, LLC | 0.11% | Reduce -52.5% | 72,997 | $4.6M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -10.0% | 73,476 | $4.6M |
| D. Scott Neal, Inc. | 2.28% | Reduce -0.6% | 73,349 | $4.6M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -13.8% | 72,856 | $4.5M |
| Amplius Wealth Advisors, LLC | 0.42% | Reduce -9.0% | 71,850 | $4.5M |
| Waterloo Capital, L.P. | 0.36% | Add +1.7% | 71,434 | $4.5M |
| Wealth Quarterback LLC | 2.09% | Add +46.7% | 70,746 | $4.4M |
| Apollon Financial, LLC | 0.92% | Add +7.7% | 69,915 | $4.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -2.7% | 69,800 | $4.4M |
| Cobblestone Capital Advisors LLC | 0.22% | No change | 69,642 | $4.3M |
| NavPoint Financial, Inc. | 2.62% | No change | 69,425 | $4.3M |
| Promus Capital, LLC | 2.80% | Add +1.3% | 69,211 | $4.3M |
| VestGen Advisors, LLC | 0.17% | Reduce -14.8% | 68,226 | $4.3M |
| Pacific Point Advisors, LLC | 2.33% | No change | 68,862 | $4.3M |
| Independent Solutions Wealth Management, LLC | 0.84% | Add +37.0% | 68,691 | $4.3M |
| LifePlan Investment Advisors, Inc. | 2.12% | Reduce -5.6% | 68,602 | $4.3M |
| Financial Management Network Inc. | 0.77% | Reduce -3.0% | 67,945 | $4.3M |
| Mengis Capital Management, Inc. | 0.91% | Reduce -1.7% | 68,106 | $4.2M |
| Financial Sense Advisors, Inc. | 1.04% | Reduce -1.2% | 67,853 | $4.2M |
| Arax Advisory Partners | 0.19% | Reduce -6.2% | 60,633 | $4.2M |
| IHT Wealth Management, LLC | 0.12% | Add +46.0% | 67,710 | $4.2M |
| Fearless Solutions, LLC dba Best Invest | 2.95% | Reduce -0.8% | 67,639 | $4.2M |
| Alhambra Investment Management LLC | 2.09% | Reduce -21.6% | 67,576 | $4.2M |
| Deane Retirement Strategies, Inc. | 1.88% | Reduce -32.6% | 67,180 | $4.2M |
| Aspect Partners, LLC | 2.06% | Add +3.9% | 67,121 | $4.2M |
| Interchange Capital Partners, LLC | 0.97% | Reduce -3.7% | 67,036 | $4.2M |
| Bradley Foster & Sargent Inc. | 0.07% | Add +4.0% | 66,925 | $4.2M |
| CPR Investments Inc. | 3.23% | Add +78.1% | 66,679 | $4.2M |
| Chicago Partners Investment Group LLC | 0.12% | New | 64,920 | $4.1M |
| Financial Alternatives, Inc | 2.70% | Reduce -1.2% | 66,483 | $4.1M |
| One Capital Management, LLC | 0.14% | Add +16.4% | 66,378 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.53% | New | 65,546 | $4.1M |
| RFG - Bristol Wealth Advisors, LLC | 1.26% | Reduce -48.5% | 64,919 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Reduce -31.0% | 64,052 | $4.0M |
| WCG Wealth Advisors LLC | 0.26% | Reduce -1.5% | 63,780 | $4.0M |
| Beacon Financial Group | 0.41% | Add +0.7% | 63,734 | $4.0M |
| Bensler, LLC | 0.44% | Add +9.9% | 63,714 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | Add +1.1% | 63,275 | $3.9M |
| Westover Capital Advisors, LLC | 0.79% | Add +17.5% | 63,194 | $3.9M |
| American Trust | 0.37% | New | 63,176 | $3.9M |
| Liberty Wealth Management LLC | 0.61% | New | 62,890 | $3.9M |
| Gunderson Capital Management LLC | 1.64% | Reduce -2.1% | 62,869 | $3.9M |
| Keystone Financial Group | 0.35% | Reduce -8.7% | 62,463 | $3.9M |
| Connective Portfolio Management, LLC | 8.32% | Add +29.1% | 62,029 | $3.9M |
| Eq Wealth Advisors, LLC | 2.64% | Reduce -13.4% | 62,068 | $3.9M |
| Knollwood Investment Advisory, LLC | 0.37% | No change | 61,376 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.26% | No change | 61,197 | $3.8M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -22.2% | 61,176 | $3.8M |
| Perennial Investment Advisors, LLC | 0.37% | Add +18.1% | 61,169 | $3.8M |
| Whittier Trust Co. | 0.05% | Add +0.3% | 60,987 | $3.8M |
| Flagstar Securities, Inc. | 1.05% | Reduce -41.0% | 60,826 | $3.8M |
| Strathmore Capital Advisors, Inc. | 1.67% | — | 60,536 | $3.8M |
| Principal Securities, Inc. | 0.07% | Add +179.6% | 60,501 | $3.8M |
| ShoreHaven Wealth Partners, LLC | 1.54% | Add +8.5% | 60,475 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.25% | Reduce -1.2% | 59,981 | $3.7M |
| Cercano Management LLC | 0.11% | No change | 59,869 | $3.7M |
| Rathbones Group PLC | 0.02% | Add +1.1% | 59,627 | $3.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.3% | 59,614 | $3.7M |
| F/m Investments LLC | 0.13% | Reduce -21.8% | 59,470 | $3.7M |
| Robinson Value Management, Ltd. | 2.33% | Reduce -13.9% | 59,417 | $3.7M |
| LaSalle St. Investment Advisors, LLC | 1.01% | Add +5.0% | 59,296 | $3.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.11% | Reduce -5.1% | 59,257 | $3.7M |
| Principia Wealth Advisory, LLC | 3.13% | Reduce -5.9% | 59,151 | $3.7M |
| Strengthening Families & Communities, LLC | 2.04% | Add +754.4% | 62,372 | $3.7M |
| Quantinno Capital Management LP | 0.02% | Add +66.5% | 58,242 | $3.6M |
| Smith Thornton Advisors LLC | 2.08% | Add +1.1% | 58,155 | $3.6M |
| Summit X, LLC | 0.68% | Reduce -8.7% | 58,102 | $3.6M |
| Harbour Investments, Inc. | 0.09% | Add +6.9% | 57,980 | $3.6M |
| Firestone Capital Management | 0.85% | New | 57,836 | $3.6M |
| CI Investments Inc. | 0.01% | No change | 57,617 | $3.6M |
| TSA Wealth Managment LLC | 1.30% | Reduce -5.6% | 57,252 | $3.6M |
| Regions Financial Corp. | 0.02% | Add +0.2% | 56,981 | $3.6M |
| Snowden Capital Advisors LLC | 0.11% | Reduce -2.1% | 56,771 | $3.5M |
| Dahring | Cusmano LLC | 2.75% | Add +1.3% | 56,686 | $3.5M |
| Synovus Financial Corp. | 0.04% | Add +31.8% | 56,406 | $3.5M |
| LM Advisors LLC | 0.45% | No change | 56,142 | $3.5M |
| BridgePort Financial Solutions, LLC | 1.16% | Add +25.1% | 55,754 | $3.5M |
| Alaska Wealth Advisors, LLC | 0.50% | Add +0.7% | 55,742 | $3.5M |
| Horst & Graben Wealth Management LLC | 0.58% | Reduce -4.5% | 55,709 | $3.5M |
| Park Edge Advisors, LLC | 0.89% | Reduce -14.8% | 55,667 | $3.5M |
| Verity Asset Management, Inc. | 1.65% | Reduce -18.9% | 55,329 | $3.5M |
| Plan Group Financial, LLC | 1.13% | Add +4.1% | 55,146 | $3.4M |
| Berkshire Asset Management LLC | 0.15% | No change | 54,758 | $3.4M |
| Thompson Siegel & Walmsley LLC | 0.06% | No change | 54,482 | $3.4M |
| Ameritas Advisory Services, LLC | 0.18% | Add +16.7% | 54,399 | $3.4M |
| Parallel Advisors, LLC | 0.07% | Add +1.4% | 54,331 | $3.4M |
| Trademark Financial Management, LLC | 2.06% | Add +1.3% | 54,041 | $3.4M |
| KM Capital Management Ltd. | 1.65% | Reduce -3.7% | 53,738 | $3.4M |
| Alpha Zero LLC | 2.18% | Reduce -16.4% | 53,645 | $3.3M |
| Wooster Corthell Wealth Management, Inc. | 0.61% | Reduce -0.1% | 53,205 | $3.3M |
| BCGM Wealth Management, LLC | 0.93% | Add +4.3% | 53,127 | $3.3M |
| Eagle Strategies LLC | 0.50% | Reduce -0.6% | 53,112 | $3.3M |
| Towerpoint Wealth, LLC | 1.47% | Reduce -4.8% | 53,095 | $3.3M |
| 2UniFi Bank | 1.88% | Add +1.6% | 53,078 | $3.3M |
| Guidance Capital, Inc. | 0.94% | Add +5.4% | 52,167 | $3.3M |
| Courier Capital LLC | 0.20% | Add +19.5% | 52,918 | $3.3M |
| West Wealth Group, LLC | 0.82% | Add +4.9% | 51,748 | $3.3M |
| Cushing Capital Partners, LLC | 2.76% | Reduce -1.1% | 52,335 | $3.3M |
| Tme Financial, Inc. | 2.63% | Reduce -10.4% | 52,095 | $3.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | Add +1.7% | 52,046 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Add +79.9% | 51,910 | $3.2M |
| Fidelis Capital Partners, LLC | 0.29% | No change | 50,719 | $3.2M |
| Wedbush Securities Inc. | 0.11% | Reduce -12.3% | 51,592 | $3.2M |
| Unique Wealth, LLC | 0.52% | Add +14.8% | 51,579 | $3.2M |
| Lynx Investment Advisory | 2.09% | Add +0.7% | 51,267 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Reduce -0.8% | 50,956 | $3.2M |
| Apeiron RIA LLC | 0.81% | Add +21.7% | 50,393 | $3.1M |
| Avior Wealth Management, LLC | 0.11% | Reduce -1.3% | 50,320 | $3.1M |
| Financial & Tax Architects, LLC | 0.76% | Reduce -5.2% | 50,248 | $3.1M |
| Eq LLC | 1.21% | Add +4.2% | 50,024 | $3.1M |
| Boston Research & Management Inc. | 0.74% | Reduce -0.6% | 49,863 | $3.1M |
| SGL Investment Advisors, Inc. | 1.50% | Add +1.8% | 49,909 | $3.1M |
| AE Wealth Management LLC | 0.02% | Reduce -38.9% | 49,779 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -7.3% | 49,585 | $3.1M |
| Advisory Alpha, LLC | 0.10% | Reduce -1.6% | 49,549 | $3.1M |
| Cowa, LLC | 1.18% | Reduce -1.8% | 49,454 | $3.1M |
| Cadent Capital Advisors, LLC | 1.00% | Add +9.5% | 49,235 | $3.1M |
| Farrell Financial LLC | 2.06% | Add +0.4% | 49,206 | $3.1M |
| United Community Bank | 1.05% | Reduce -12.0% | 49,166 | $3.1M |
| J2 Capital Management Inc | 2.41% | Add +2.6% | 48,393 | $3.0M |
| Gould Asset Management LLC | 0.58% | Reduce -8.3% | 47,729 | $3.0M |
| Sovran Advisors, LLC | 0.31% | Reduce -8.9% | 47,522 | $3.0M |
| Northside Capital Management, LLC | 0.23% | No change | 47,422 | $3.0M |
| Capital Advisors Inc. | 0.05% | Add +233.8% | 47,356 | $3.0M |
| Strategic Investment Solutions, Inc. | 0.88% | Reduce -0.9% | 46,885 | $2.9M |
| Avalon Capital Management | 0.77% | Reduce -5.9% | 46,118 | $2.9M |
| Garde Capital, Inc. | 0.15% | Add +11.7% | 46,001 | $2.9M |
| China Universal Asset Management Co., Ltd. | 0.27% | Add +35.3% | 46,000 | $2.9M |
| NewSquare Capital LLC | 0.21% | Reduce -3.2% | 45,810 | $2.9M |
| Compass Financial Group, Inc. | 1.43% | Reduce -0.8% | 45,700 | $2.8M |
| Arkadios Wealth Advisors | 0.09% | Add +67.0% | 45,626 | $2.8M |
| Red Door Wealth Management, LLC | 0.34% | Add +2.0% | 45,604 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.1% | 45,585 | $2.8M |
| Red Mountain Financial, LLC | 3.14% | Reduce -1.7% | 45,374 | $2.8M |
| Integrity Alliance, Llc. | 0.15% | Reduce -13.8% | 44,743 | $2.8M |
| PAX Financial Group, LLC | 0.52% | Reduce -5.9% | 43,954 | $2.7M |
| Confluence Wealth Services, Inc. | 0.15% | Add +0.4% | 43,721 | $2.7M |
| Keystone Financial Services | 0.91% | Reduce -26.6% | 42,965 | $2.7M |
| Cypress Wealth Services, LLC | 0.48% | Reduce -7.2% | 42,723 | $2.7M |
| IMC-Chicago, LLC | 0.07% | Add +272.1% | 42,717 | $2.7M |
| Invst, LLC | 0.33% | Reduce -23.6% | 42,638 | $2.7M |
| Nvwm, LLC | 0.64% | Reduce -34.3% | 42,586 | $2.7M |
| Generation Capital Management LLC | 2.09% | Reduce -43.7% | 42,268 | $2.6M |
| Beacon Bridge Wealth Partners, LLC | 1.05% | Reduce -1.3% | 42,252 | $2.6M |
| HRT Financial LP | 0.01% | Add +422.0% | 42,079 | $2.6M |
| Ipsen Advisor Group LLC | 1.97% | Add +2.7% | 41,870 | $2.6M |
| IMPACTfolio, LLC | 1.22% | Reduce -11.9% | 41,334 | $2.6M |
| Highline Wealth Partners LLC | 0.76% | Add +0.5% | 41,232 | $2.6M |
| EWG Elevate Inc. | 0.78% | Add +1.4% | 40,623 | $2.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -18.2% | 40,550 | $2.5M |
| BOK Financial Private Wealth, Inc. | 0.17% | Add +133.8% | 40,031 | $2.5M |
| Howland Capital Management LLC | 0.10% | Add +0.5% | 39,970 | $2.5M |
| North Dallas Bank & Trust Co. | 1.87% | — | 39,595 | $2.5M |
| Weil Company, Inc. | 0.65% | Reduce -66.0% | 39,341 | $2.5M |
| Uniting Wealth Partners, LLC | 0.95% | Add +65.4% | 39,246 | $2.4M |
| Vise Technologies, Inc. | 0.10% | — | 39,238 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -5.7% | 39,051 | $2.4M |
| Level Four Advisory Services, LLC | 0.09% | Add +272.5% | 38,957 | $2.4M |
| Ehrlich Financial Group | 1.57% | Add +3.1% | 38,941 | $2.4M |
| Walkner Condon Financial Advisors LLC | 0.45% | Reduce -9.2% | 38,931 | $2.4M |
| Inlet Private Wealth, LLC | 0.60% | Reduce -0.4% | 38,872 | $2.4M |
| Trust Point Inc. | 0.23% | Reduce -0.0% | 38,619 | $2.4M |
| Novak & Powell Financial Services, Inc. | 1.67% | Add +0.9% | 38,586 | $2.4M |
| Family Manage LLC | 0.36% | Add +0.4% | 38,277 | $2.4M |
| Elyxium Wealth, LLC | 0.89% | Add +37.7% | 38,249 | $2.4M |
| Moneco Advisors, LLC | 0.22% | Add +46.8% | 37,852 | $2.4M |
| Whitener Capital Management, Inc. | 0.62% | Reduce -4.3% | 37,607 | $2.3M |
| Vicus Capital | 0.19% | Reduce -3.1% | 37,386 | $2.3M |
| TRUE Private Wealth Advisors | 0.26% | Reduce -3.8% | 37,259 | $2.3M |
| Centerline Wealth Advisors, LLC | 1.14% | New | 37,199 | $2.3M |
| Ewa, LLC | 0.73% | Reduce -7.3% | 37,161 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +78.5% | 37,150 | $2.3M |
| Alaethes Wealth, LLC | 0.69% | New | 37,132 | $2.3M |
| Insigneo Advisory Services, LLC | 0.20% | Reduce -5.8% | 36,920 | $2.3M |
| Main Street Financial Solutions, LLC | 0.17% | Add +6.3% | 36,817 | $2.3M |
| RFG Advisory, LLC | 0.05% | Add +22.0% | 36,703 | $2.3M |
| Arlington Trust Co LLC | 0.44% | No change | 36,527 | $2.3M |
| Sterling Capital Management LLC | 0.03% | Add +42.6% | 36,493 | $2.3M |
| Regal Investment Advisors LLC | 0.17% | Reduce -37.8% | 36,005 | $2.2M |
| Wormser Freres Gestion | 1.33% | Add +0.7% | 35,960 | $2.2M |
| Valued Retirements, Inc. | 2.52% | Reduce -0.5% | 35,801 | $2.2M |
| Glenmede Investment Management, LP | 0.01% | — | 35,554 | $2.2M |
| Ofc Financial Planning, LLC | 2.34% | Reduce -0.1% | 35,366 | $2.2M |
| Evergreen Capital Management LLC | 0.07% | Reduce -0.7% | 35,269 | $2.2M |
| Perkins Coie Trust Co | 0.37% | Reduce -6.0% | 35,110 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -0.0% | 35,083 | $2.2M |
| Eastern Bank | 0.04% | Add +9.8% | 35,054 | $2.2M |
| Sagace Wealth Management LLC | 1.63% | New | 35,024 | $2.2M |
| Grant Street Asset Management, Inc. | 0.49% | Add +921.5% | 34,946 | $2.2M |
| Blueprint Financial Advisors LLC | 0.70% | Add +10.5% | 34,889 | $2.2M |
| Bailard, Inc. | 0.05% | Add +2.2% | 34,692 | $2.2M |
| Western Wealth Management, LLC | 0.13% | Add +8.7% | 34,422 | $2.1M |
| Five Pine Wealth Management | 1.57% | Reduce -7.8% | 34,108 | $2.1M |
| One Wealth Advisors, LLC | 0.30% | Add +0.3% | 34,101 | $2.1M |
| AlphaStar Capital Management, LLC | 0.15% | New | 34,071 | $2.1M |
| Bay Harbor Wealth Management, LLC | 0.61% | Reduce -28.1% | 33,934 | $2.1M |
| Bank Ozk | 0.80% | Reduce -4.0% | 33,666 | $2.1M |
| Silverlake Wealth Management LLC | 0.62% | Add +50.6% | 33,555 | $2.1M |
| New England Private Wealth Advisors LLC | 0.30% | No change | 33,681 | $2.1M |
| Legacy Financial Group LLC | 0.29% | Reduce -54.1% | 33,064 | $2.1M |
| Holistic Financial Partners | 0.90% | No change | 32,987 | $2.1M |
| Oak Family Advisors, LLC | 0.74% | Reduce -15.6% | 32,763 | $2.0M |
| Sage Mountain Advisors LLC | 0.13% | No change | 32,683 | $2.0M |
| Flywheel Private Wealth LLC | 1.62% | Add +1.5% | 32,405 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.37% | Reduce -5.0% | 32,136 | $2.0M |
| Bridgewealth Advisory Group, LLC | 0.51% | Add +115.8% | 31,931 | $2.0M |
| Satovsky Asset Management LLC | 0.42% | Reduce -1.4% | 31,836 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +3.0% | 31,834 | $2.0M |
| Roundview Capital LLC | 0.13% | Reduce -0.1% | 31,783 | $2.0M |
| Relyea Zuckerberg Hanson LLC | 0.23% | No change | 31,505 | $2.0M |
| LOM Asset Management Ltd | 0.66% | — | 31,500 | $2.0M |
| Compagnie Lombard Odier SCmA | 0.03% | Reduce -22.6% | 31,419 | $2.0M |
| Keebeck Wealth Management | 0.26% | Reduce -18.0% | 31,290 | $2.0M |
| Naviter Wealth, LLC | 0.24% | Add +1.2% | 31,180 | $1.9M |
| Accredited Investor Services, LLC | 1.45% | No change | 30,695 | $1.9M |
| Allstate Corp. | 0.14% | Reduce -16.9% | 30,555 | $1.9M |
| Burns J W & Co. Inc. | 0.23% | Add +29.2% | 30,486 | $1.9M |
| Cathy Pareto & Associates, Inc. | 1.57% | Reduce -2.3% | 30,425 | $1.9M |
| Sharp Wealth Advisory, LLC | 1.22% | Add +41.7% | 30,411 | $1.9M |
| Financial Advocates Investment Management | 0.15% | Reduce -60.5% | 30,332 | $1.9M |
| Cobblestone Asset Management LLC | 0.99% | Reduce -38.3% | 30,178 | $1.9M |
| Mather Group, Llc. | 0.02% | Add +74.2% | 30,109 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Reduce -1.4% | 30,067 | $1.9M |
| Clearstead Trust, LLC | 0.35% | Add +1.9% | 30,048 | $1.9M |
| 4J Wealth Management LLC | 1.26% | Add +0.8% | 29,911 | $1.9M |
| MainStreet Investment Advisors LLC | 0.26% | Add +2.0% | 29,861 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +20.4% | 29,836 | $1.9M |
| JSF Financial, LLC | 0.44% | Add +0.3% | 29,660 | $1.8M |
| Columbus Macro, LLC | 0.22% | Reduce -17.1% | 29,353 | $1.8M |
| TPG Advisors LLC | 1.32% | Add +1.6% | 29,348 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -1.4% | 29,269 | $1.8M |
| Parkside Financial Bank & Trust | 0.20% | Add +4.1% | 29,222 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.9% | 29,197 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -12.2% | 29,023 | $1.8M |
| Freestone Capital Holdings, LLC | 0.06% | Add +3.9% | 28,880 | $1.8M |
| Silver Oak Securities, Incorporated | 0.15% | Reduce -9.5% | 28,732 | $1.8M |
| AlphaCore Capital LLC | 0.07% | Add +47.1% | 28,568 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Add +0.4% | 28,562 | $1.8M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -26.3% | 28,800 | $1.8M |
| Citizens National Bank Trust Department | 0.35% | Add +12.2% | 28,275 | $1.8M |
| L.M. Kohn & Company | 0.47% | Add +50.0% | 28,082 | $1.8M |
| Advus Financial Partners, LLC | 0.45% | Add +19.6% | 28,051 | $1.7M |
| Y.D. More Investments Ltd | 0.12% | Add +55.6% | 28,000 | $1.7M |
| Courage Capital Management LLC | 2.58% | No change | 28,000 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Reduce -8.7% | 27,990 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.5% | 27,963 | $1.7M |
| Moors & Cabot, Inc. | 0.08% | Add +1.6% | 27,921 | $1.7M |
| 5T Wealth, LLC | 0.89% | Add +10.8% | 27,917 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -9.7% | 27,808 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.27% | New | 27,697 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -12.9% | 27,459 | $1.7M |
| TBH Global Asset Management, LLC | 0.36% | Reduce -71.8% | 27,315 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -2.7% | 27,173 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Add +5.2% | 27,096 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 27,037 | $1.7M |
| Regatta Capital Group, LLC | 0.29% | Add +3.1% | 27,016 | $1.7M |
| Centurion Wealth Management LLC | 0.48% | Add +44.7% | 26,755 | $1.7M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -8.0% | 26,547 | $1.7M |
| Forthright Family Wealth Advisory LLC | 1.05% | Reduce -1.5% | 26,493 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +77.4% | 26,491 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Reduce -32.4% | 26,342 | $1.6M |
| Macroview Investment Management LLC | 1.35% | Add +2.2% | 26,328 | $1.6M |
| Americana Partners, LLC | 0.06% | Add +9.0% | 26,166 | $1.6M |
| Comprehensive Money Management Services LLC | 1.23% | Reduce -5.5% | 25,967 | $1.6M |
| Bleakley Financial Group, LLC | 0.04% | Add +24.5% | 25,948 | $1.6M |
| Coppell Advisory Solutions LLC | 0.19% | Add +14.9% | 26,206 | $1.6M |
| Cardiff Park Advisors, LLC | 0.14% | Add +19.0% | 25,849 | $1.6M |
| WealthPlan Investment Management, LLC | 0.12% | New | 25,814 | $1.6M |
| WESPAC Advisors, LLC | 1.12% | Add +2.6% | 25,686 | $1.6M |
| Shared Vision Wealth Group LLC | 0.80% | Reduce -15.3% | 25,754 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -0.3% | 25,530 | $1.6M |
| True Vision MN LLC | 0.88% | Reduce -26.9% | 25,454 | $1.6M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -50.4% | 25,433 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.44% | Reduce -8.9% | 25,379 | $1.6M |
| Ashton Thomas Securities, LLC | 0.38% | Reduce -28.6% | 25,323 | $1.6M |
| Myecfo, LLC | 0.77% | Reduce -1.1% | 25,256 | $1.6M |
| FWL Investment Management, LLC | 0.48% | Reduce -1.6% | 25,216 | $1.6M |
| Greenhouse Wealth Management, LLC | 1.01% | No change | 25,196 | $1.6M |
| SlateStone Wealth, LLC | 0.15% | Reduce -1.1% | 25,156 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Reduce -7.2% | 25,119 | $1.6M |
| Petra Financial Advisors Inc. | 0.99% | Add +69.7% | 24,989 | $1.6M |
| Ifrah Financial Services, Inc. | 0.42% | Reduce -4.5% | 24,865 | $1.6M |
| ICONIQ Capital, LLC | 0.03% | No change | 24,727 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -0.3% | 24,722 | $1.5M |
| Claro Advisors Inc. | 0.25% | Reduce -13.4% | 24,718 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 24,666 | $1.5M |
| PFG Investments, LLC | 0.09% | Reduce -10.1% | 24,642 | $1.5M |
| Bristlecone Advisors, LLC | 0.13% | Reduce -18.7% | 24,597 | $1.5M |
| WealthBridge Capital Management, LLC | 0.39% | No change | 24,467 | $1.5M |
| Latitude Advisors, LLC | 0.77% | New | 24,387 | $1.5M |
| Montis Financial, LLC | 0.42% | No change | 24,378 | $1.5M |
| Worth Asset Management, LLC | 0.75% | Reduce -10.2% | 24,302 | $1.5M |
| Composition Wealth, LLC | 0.03% | Add +561.9% | 23,880 | $1.5M |
| J. W. Coons Advisors, LLC | 0.33% | No change | 23,691 | $1.5M |
| First PREMIER Bank | 0.35% | Add +42.6% | 23,414 | $1.5M |
| Independent Advisor Alliance | 0.04% | Add +27.6% | 23,334 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +99.5% | 23,277 | $1.5M |
| Hutchinson Capital Management | 0.26% | No change | 23,132 | $1.4M |
| WealthShield Partners, LLC | 0.17% | Reduce -15.0% | 23,108 | $1.4M |
| Tudor Financial Inc. | 0.82% | New | 23,094 | $1.4M |
| PBMares Wealth Management LLC | 0.26% | Reduce -4.8% | 23,075 | $1.4M |
| Midwest Financial Group LLC | 0.75% | No change | 23,018 | $1.4M |
| Bradley & Co. Private Wealth Management, LLC | 0.88% | No change | 22,983 | $1.4M |
| Spectrum Planning & Advisory Services Inc. | 0.93% | Add +116.6% | 22,961 | $1.4M |
| Arkansas Financial Group, Inc. | 0.22% | Add +26.9% | 22,703 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -15.8% | 22,682 | $1.4M |
| ETF Store, Inc. | 1.63% | Reduce -0.4% | 22,627 | $1.4M |
| Sageworth Trust Co | 0.08% | No change | 22,496 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -4.1% | 22,200 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -7.9% | 22,070 | $1.4M |
| Azimuth Capital Investment Management LLC | 0.05% | No change | 22,024 | $1.4M |
| Bison Wealth, LLC | 0.11% | Add +25.4% | 21,776 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -17.7% | 21,897 | $1.4M |
| MAS Advisors LLC | 2.23% | New | 21,891 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -70.3% | 21,835 | $1.4M |
| Terra Nova Asset Management LLC | 0.95% | No change | 21,766 | $1.4M |
| Blossom Wealth Management | 2.40% | Add +3.2% | 21,715 | $1.4M |
| SWP Financial LLC | 0.74% | Reduce -10.6% | 21,699 | $1.4M |
| Sax Wealth Advisors, LLC | 0.08% | Add +2.1% | 21,604 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Add +1.7% | 21,596 | $1.3M |
| Country Club Bank | 0.08% | Reduce -12.5% | 21,763 | $1.3M |
| United Asset Strategies, Inc. | 0.11% | Reduce -28.7% | 21,445 | $1.3M |
| Sharper & Granite LLC | 0.51% | Reduce -15.5% | 21,065 | $1.3M |
| Vident Advisory, LLC | 0.01% | Reduce -6.1% | 21,383 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.10% | — | 21,357 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +29.2% | 21,347 | $1.3M |
| Wealthgarden F.S. LLC | 1.10% | Add +16.1% | 21,465 | $1.3M |
| Certus Wealth Management, LLC | 0.85% | Add +12.9% | 21,091 | $1.3M |
| Private Trust Co. NA | 0.12% | Reduce -3.5% | 20,999 | $1.3M |
| Port Capital LLC | 0.06% | Reduce -2.3% | 20,850 | $1.3M |
| Foguth Wealth Management, LLC. | 0.28% | Reduce -35.3% | 20,842 | $1.3M |
| Walleye Trading LLC | 0.03% | Add +655.8% | 20,785 | $1.3M |
| IFG Advisory, LLC | 0.07% | Reduce -17.8% | 20,747 | $1.3M |
| Alterna Wealth Management, Inc. | 1.03% | Reduce -8.0% | 20,640 | $1.3M |
| Keystone Wealth Services, LLC | 0.31% | Add +75.2% | 20,628 | $1.3M |
| Apella Capital, LLC | 0.03% | New | 20,400 | $1.3M |
| Westside Investment Management, Inc. | 0.24% | No change | 20,568 | $1.3M |
| One Wealth Capital Management, LLC | 0.60% | Reduce -27.4% | 20,530 | $1.3M |
| Simmons Bank | 0.09% | Reduce -8.4% | 20,506 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | No change | 20,279 | $1.3M |
| Moulton Wealth Management, Inc. | 0.95% | Reduce -75.0% | 20,052 | $1.3M |
| Northwest Capital Management Inc | 0.68% | Add +21.4% | 20,174 | $1.3M |
| Dohj, LLC | 0.36% | Reduce -3.7% | 20,176 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -2.0% | 20,095 | $1.3M |
| Townsquare Capital LLC | 0.12% | Reduce -68.4% | 20,028 | $1.2M |
| Avory & Company, LLC | 0.76% | No change | 20,000 | $1.2M |
| Old National Bancorp | 0.02% | No change | 19,826 | $1.2M |
| Endeavor Private Wealth, Inc. | 0.58% | Reduce -20.7% | 19,739 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | Add +14.0% | 19,719 | $1.2M |
| Advyzon Investment Management, LLC | 0.27% | Add +72.3% | 19,709 | $1.2M |
| Resolute Wealth Advisor, Inc. | 0.70% | — | 13,904 | $1.2M |
| Certuity, LLC | 0.11% | No change | 19,534 | $1.2M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -82.3% | 19,182 | $1.2M |
| Kilter Group LLC | 0.62% | Reduce -23.5% | 18,933 | $1.2M |
| Fort Point Capital Partners LLC | 0.12% | Reduce -0.2% | 18,926 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.19% | Reduce -10.0% | 18,862 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.29% | Add +4.8% | 18,776 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Add +294.5% | 18,722 | $1.2M |
| Global Wealth Management, LLC | 0.64% | Add +2.4% | 18,488 | $1.2M |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 18,680 | $1.2M |
| Jordan Park Trust Co LLC | 1.08% | No change | 18,651 | $1.2M |
| Ascentis Independent Advisors | 0.21% | Reduce -10.7% | 18,568 | $1.2M |
| Principle Wealth Partners LLC | 0.07% | Add +7.8% | 18,557 | $1.2M |
| American National Bank & Trust | 0.12% | Add +1.6% | 18,551 | $1.2M |
| FFG Partners, LLC | 0.38% | Reduce -36.2% | 18,413 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.2% | 18,361 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18,437 | $1.1M |
| Bright Financial Advisors, Inc. | 0.63% | No change | 18,286 | $1.1M |
| Novem Group | 0.14% | Add +3.7% | 18,246 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | No change | 18,211 | $1.1M |
| New Republic Capital, LLC | 0.40% | Reduce -3.0% | 18,089 | $1.1M |
| Narus Financial Partners, LLC | 0.35% | Add +12.5% | 18,025 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.33% | No change | 17,989 | $1.1M |
| Hamilton Capital, LLC | 0.06% | No change | 17,943 | $1.1M |
| Clarion Wealth Managment Partners, LLC | 1.22% | — | 17,903 | $1.1M |
| Wealth Management Associates, Inc. | 0.43% | Reduce -2.8% | 17,858 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.36% | Reduce -18.0% | 17,609 | $1.1M |
| JTC Employer Solutions Trustee Ltd | 0.11% | Add +949.5% | 17,820 | $1.1M |
| Crosspoint Financial, LLC | 2.97% | No change | 17,806 | $1.1M |
| Ibex Wealth Advisors | 0.12% | New | 17,783 | $1.1M |
| Charles Schwab Trust Co | 0.08% | No change | 17,754 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | No change | 17,649 | $1.1M |
| DMC Group, LLC | 0.85% | Reduce -49.4% | 17,633 | $1.1M |
| XTX Topco Ltd | 0.05% | Add +51.8% | 17,564 | $1.1M |
| Accredited Wealth Management, LLC | 0.89% | Reduce -29.4% | 17,535 | $1.1M |
| S.A. Mason LLC | 0.53% | Reduce -36.4% | 17,411 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Add +9.1% | 17,365 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -1.2% | 17,311 | $1.1M |
| Auxano Advisors, LLC | 0.25% | Reduce -2.1% | 17,265 | $1.1M |
| Private Wealth Asset Management, LLC | 0.14% | Add +18.0% | 17,179 | $1.1M |
| Evermay Wealth Management LLC | 0.13% | Add +0.2% | 17,160 | $1.1M |
| S&co Inc. | 0.07% | No change | 17,174 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +7.5% | 17,115 | $1.1M |
| Ballew Advisors, Inc | 0.63% | No change | 16,910 | $1.1M |
| Silvia McColl Wealth Management, LLC | 0.77% | Reduce -3.9% | 17,042 | $1.1M |
| Swmg, LLC | 0.35% | Reduce -49.7% | 16,751 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.27% | Reduce -0.4% | 16,700 | $1.0M |
| 5th Street Advisors, LLC | 0.52% | Add +2.5% | 16,687 | $1.0M |
| Ellis Investment Partners, LLC | 0.20% | Reduce -0.5% | 16,583 | $1.0M |
| ERn Financial, LLC | 0.22% | New | 16,564 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +22.2% | 16,365 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Add +11.7% | 16,317 | $1.0M |
| Mill Capital Management, LLC | 0.08% | No change | 16,250 | $1.0M |
| Wealthstar Advisors, LLC | 0.38% | Reduce -62.9% | 16,169 | $1.0M |
| Maia Wealth LLC | 0.19% | Reduce -4.7% | 16,151 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +280.1% | 16,117 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +46.0% | 16,031 | $1.0M |
| Independent Wealth Network Inc. | 0.36% | Add +5.0% | 15,998 | $998K |
| Cascade Financial Partners, LLC | 0.12% | Reduce -3.0% | 15,992 | $997K |
| Nwam LLC | 0.06% | Add +17.7% | 16,064 | $997K |
| Florida Financial Advisors, LLC | 0.24% | Add +212.5% | 15,620 | $974K |
| Sachetta, LLC | 0.38% | Reduce -63.0% | 15,578 | $971K |
| Virtus Family Office LLC | 1.24% | Reduce -53.5% | 15,548 | $970K |
| Blue Fin Capital, Inc. | 0.16% | No change | 15,508 | $967K |
| Northcape Wealth Management, LLC | 0.29% | No change | 15,435 | $963K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -12.8% | 15,410 | $961K |
| First National Trust Co | 0.04% | No change | 15,397 | $960K |
| HORAN Wealth, LLC | 0.29% | — | 15,385 | $959K |
| Diversified Trust Co. | 0.02% | Add +1.0% | 15,376 | $959K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +4.5% | 15,358 | $958K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +19.0% | 15,356 | $958K |
| Barnes Wealth Management Group, Inc | 0.56% | Reduce -2.4% | 15,340 | $957K |
| Provenance Wealth Advisors, LLC | 0.14% | Add +9.1% | 15,305 | $954K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 15,228 | $950K |
| Mirador Capital Partners LP | 0.15% | Reduce -0.8% | 15,224 | $949K |
| Davis Wealth Advisors, LLC | 1.01% | Reduce -1.8% | 15,184 | $947K |
| Tarbox Family Office, Inc. | 0.14% | Add +0.5% | 15,077 | $940K |
| Aberdeen Wealth Management LLC | 0.62% | No change | 14,912 | $930K |
| CoreCap Advisors, LLC | 0.04% | Reduce -13.6% | 14,837 | $925K |
| Brookwood Investment Group LLC | 0.15% | Reduce -7.9% | 14,801 | $923K |
| Compass Wealth Management, LLC | 0.49% | — | 14,738 | $919K |
| Investment Management Corp. /Va/ | 0.83% | Add +0.7% | 14,709 | $917K |
| Trustmark Bank Trust Department | 0.06% | No change | 14,670 | $915K |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.3% | 14,536 | $906K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.7% | 14,534 | $906K |
| Hoxton Planning & Management, LLC | 0.31% | Reduce -30.8% | 14,463 | $902K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -26.9% | 14,438 | $900K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +27.0% | 14,407 | $898K |
| Confluence Investment Management LLC | 0.01% | Reduce -1.5% | 14,403 | $898K |
| Marmo Financial Group, LLC | 0.45% | Add +0.4% | 14,401 | $898K |
| Wolverine Trading, LLC | 0.02% | New | 14,556 | $897K |
| May Hill Capital, LLC | 0.29% | Add +221.8% | 14,271 | $890K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -0.7% | 14,226 | $887K |
| Axecap Investments, LLC | 0.58% | Add +280.8% | 14,179 | $884K |
| Hobbs Group Advisors, LLC | 0.30% | Reduce -20.3% | 14,178 | $884K |
| Signaturefd, LLC | 0.01% | Reduce -29.2% | 14,142 | $882K |
| Alpha Financial Partners LLC | 0.63% | Reduce -31.9% | 14,118 | $880K |
| First Manhattan Co. Llc. | 0.00% | Reduce -14.3% | 14,100 | $879K |
| First Heartland Consultants, Inc. | 0.08% | Add +1.6% | 14,076 | $878K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +9.4% | 14,006 | $873K |
| Doliver Advisors, LP | 0.24% | Reduce -19.7% | 13,875 | $865K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.9% | 13,781 | $859K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Add +3.4% | 13,634 | $850K |
| Hanson & Doremus Investment Management | 0.11% | Reduce -3.1% | 13,586 | $847K |
| AA Financial Advisors, LLC | 0.18% | Reduce -2.5% | 13,534 | $844K |
| Barclays PLC | 0.00% | Reduce -79.5% | 13,464 | $840K |
| Cedar Wealth Management, LLC | 0.28% | Add +0.6% | 13,365 | $833K |
| Sterling Investment Advisors LLC | 0.43% | Reduce -15.2% | 8,505 | $832K |
| JT Stratford LLC | 0.13% | Add +26.2% | 13,337 | $832K |
| Lantz Financial LLC | 0.21% | Reduce -12.3% | 13,319 | $831K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -16.1% | 13,004 | $811K |
| Angeles Wealth Management, LLC | 0.06% | No change | 13,000 | $811K |
| Grey Ledge Advisors, LLC | 0.20% | Add +11.3% | 12,984 | $810K |
| Mission Creek Capital Partners, Inc. | 0.18% | No change | 12,857 | $802K |
| Cordgrass Capital Advisors, LLC | 0.22% | No change | 12,793 | $798K |
| Quantum Portfolio Management LLC | 0.38% | Add +52.3% | 12,698 | $792K |
| Rothschild Wealth LLC | 0.19% | Reduce -25.1% | 12,693 | $792K |
| PDS Planning, Inc | 0.06% | Add +0.0% | 12,545 | $782K |
| Titleist Asset Management, LLC | 0.08% | Add +2.8% | 12,521 | $781K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.3% | 12,508 | $780K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.7% | 12,485 | $779K |
| Graham Capital Wealth Management, LLC | 0.87% | Reduce -74.2% | 12,432 | $775K |
| Community Bank, N.A. | 0.10% | Reduce -0.1% | 12,425 | $775K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -7.7% | 12,413 | $774K |
| Hirtle & Co., LLC | 0.03% | No change | 12,402 | $773K |
| Central Bank & Trust Co. | 0.13% | Add +80.5% | 12,393 | $773K |
| Glenview Trust Co | 0.01% | Add +9.7% | 12,384 | $772K |
| Atlatl Advisers LLC | 0.37% | Reduce -0.4% | 12,381 | $772K |
| Boston Family Office LLC | 0.05% | No change | 12,421 | $772K |
| Nova Wealth Management, Inc. | 0.56% | Add +6.7% | 12,158 | $758K |
| Larson Financial Group LLC | 0.03% | Add +1.9% | 12,076 | $753K |
| Intrua Financial, LLC | 0.11% | Reduce -3.6% | 12,021 | $750K |
| Armbruster Capital Management, Inc. | 0.14% | No change | 12,000 | $748K |
| Magnolia Capital Advisors LLC | 0.19% | Reduce -9.1% | 11,968 | $746K |
| Bank of Nova Scotia | 0.00% | Reduce -21.1% | 11,904 | $742K |
| Natixis Advisors, LLC | 0.00% | Reduce -38.7% | 11,860 | $740K |
| Colony Family Offices, LLC | 0.19% | No change | 11,820 | $737K |
| Hancock Whitney Corp. | 0.01% | Add +7.0% | 11,787 | $735K |
| Brighton Jones LLC | 0.02% | Add +105.5% | 11,775 | $734K |
| Fairvoy Private Wealth, LLC | 0.18% | Add +0.4% | 11,743 | $732K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +5.5% | 11,518 | $718K |
| Werba Rubin Papier Wealth Management | 0.13% | No change | 11,443 | $714K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 11,435 | $713K |
| Verus Capital Partners, LLC | 0.06% | Reduce -47.9% | 11,396 | $711K |
| MBL Wealth, LLC | 0.07% | Reduce -3.4% | 11,300 | $705K |
| Global Financial Private Client, LLC | 0.26% | Reduce -3.4% | 11,271 | $703K |
| Colonial Trust Co / SC | 0.10% | Add +0.5% | 11,267 | $703K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -1.3% | 11,125 | $694K |
| OneAscent Financial Services LLC | 0.05% | Reduce -37.7% | 11,083 | $692K |
| GC Wealth Management RIA, LLC | 0.06% | Add +222.7% | 11,047 | $689K |
| Integrated Investment Consultants, LLC | 0.14% | No change | 15,849 | $687K |
| Sentinel Pension Advisors, LLC | 0.12% | Add +4.5% | 10,999 | $686K |
| Maridea Wealth Management LLC | 0.18% | Add +12.9% | 10,993 | $686K |
| Phoenix Wealth Advisors | 0.29% | Reduce -0.1% | 10,986 | $685K |
| Bogart Wealth, LLC | 0.03% | Reduce -0.3% | 10,983 | $685K |
| Tradition Wealth Management, LLC | 0.05% | Add +13.0% | 10,952 | $683K |
| Jamison Private Wealth Management, Inc. | 0.10% | No change | 10,887 | $679K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 10,850 | $677K |
| Trivium Point Advisory, LLC | 0.07% | Add +11.9% | 10,850 | $677K |
| True North Advisors, LLC | 0.13% | Add +1.8% | 10,842 | $676K |
| Net Worth Advisory Group | 0.15% | New | 10,780 | $672K |
| North Forty Two & Co. | 0.71% | Add +0.9% | 10,729 | $669K |
| Appleton Partners Inc. | 0.05% | Reduce -1.3% | 10,670 | $665K |
| Texas Yale Capital Corp. | 0.02% | No change | 10,600 | $661K |
| Ameliora Wealth Management Ltd. | 0.24% | No change | 12,500 | $661K |
| World Equity Group, Inc. | 0.18% | Add +14.3% | 10,519 | $656K |
| Arrowroot Family Office, LLC | 0.29% | — | 10,493 | $654K |
| Valmark Advisers, Inc. | 0.01% | Add +10.8% | 10,493 | $654K |
| GeoWealth Management, LLC | 0.03% | Reduce -10.9% | 10,433 | $651K |
| Drive Wealth Management, LLC | 0.14% | New | 10,431 | $650K |
| Blue Chip Partners, LLC | 0.05% | Add +83.1% | 10,375 | $647K |
| Golden State Wealth Management, LLC | 0.08% | Add +32.4% | 10,349 | $645K |
| Copperleaf Capital, LLC | 0.33% | Add +61.4% | 10,334 | $644K |
| Wealth Watch Advisors, INC | 0.37% | New | 10,313 | $643K |
| Beacon Financial Advisory LLC | 0.17% | Add +41.2% | 10,288 | $642K |
| Keel Point, LLC | 0.04% | Add +19.1% | 10,285 | $641K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +141.9% | 10,249 | $639K |
| Atala Financial Inc | 0.44% | No change | 10,225 | $638K |
| BXM Wealth LLC | 0.76% | Reduce -33.3% | 10,212 | $637K |
| Pinnacle Bancorp, Inc. | 0.20% | Reduce -1.6% | 10,196 | $636K |
| Inspirion Wealth Advisors, LLC | 0.08% | No change | 10,153 | $633K |
| Pure Portfolios Holdings LLC | 0.21% | Reduce -7.7% | 10,111 | $630K |
| My Legacy Advisors, LLC | 0.22% | Reduce -24.7% | 10,059 | $630K |
| Fisher Asset Management | 0.00% | Reduce -22.8% | 10,087 | $629K |
| Advance Capital Management, Inc. | 0.03% | Reduce -2.0% | 10,042 | $626K |
| Towne Trust Company, N.A | 0.22% | No change | 10,000 | $624K |
| Hengehold Capital Management LLC | 0.06% | No change | 10,000 | $624K |
| Austin Private Wealth, LLC | 0.05% | Reduce -39.0% | 9,959 | $621K |
| Helium Advisors LLC | 0.39% | No change | 9,940 | $620K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -9.4% | 9,919 | $619K |
| Tyche Wealth Partners LLC | 0.12% | New | 9,902 | $617K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,773 | $609K |
| Firethorn Wealth Partners, LLC | 0.26% | Reduce -16.4% | 9,744 | $608K |
| Patten & Patten Inc. | 0.04% | Add +0.3% | 9,740 | $607K |
| Betterment LLC | 0.00% | Add +4.7% | 9,726 | $607K |
| Frank, Rimerman Advisors LLC | 0.04% | No change | 9,729 | $607K |
| SFE Investment Counsel | 0.11% | Reduce -9.9% | 9,717 | $606K |
| Sonora Investment Management Group, LLC | 0.04% | Add +0.6% | 9,698 | $605K |
| EPG Wealth Management LLC | 0.18% | No change | 9,670 | $603K |
| Black Diamond Financial, LLC | 0.09% | No change | 9,644 | $601K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -0.7% | 9,578 | $597K |
| Isthmus Partners, LLC | 0.07% | No change | 9,520 | $594K |
| Choate Investment Advisors | 0.01% | No change | 9,517 | $593K |
| RCS Financial Planning, LLC | 0.29% | Reduce -22.8% | 9,489 | $592K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -15.1% | 9,465 | $590K |
| Curi Capital, LLC | 0.01% | New | 9,459 | $590K |
| Viewpoint Capital Management LLC | 0.29% | Reduce -1.1% | 9,409 | $587K |
| Essex Bank | 0.14% | Reduce -7.1% | 9,349 | $583K |
| Councilor Wealth, LLC | 0.27% | No change | 9,307 | $580K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 9,238 | $576K |
| Ground Swell Capital, LLC | 0.95% | New | 9,227 | $575K |
| Winch Advisory Services, LLC | 0.14% | No change | 9,195 | $573K |
| Catawba River Capital | 0.29% | No change | 9,163 | $571K |
| Greenleaf Trust | 0.01% | Reduce -7.6% | 9,146 | $570K |
| Roger Wittlin Investment Advisory, LLC | 0.32% | Add +118.5% | 9,130 | $569K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.0% | 9,125 | $569K |
| Alpha Cubed Investments, LLC | 0.02% | Add +110.2% | 9,093 | $567K |
| Euro Pacific Asset Management, LLC | 0.09% | Add +36.9% | 9,061 | $565K |
| Dynamic Financial Group | 0.54% | Reduce -0.1% | 9,049 | $564K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +4.5% | 9,026 | $563K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 9,000 | $561K |
| Regimen Wealth, LLC | 0.17% | New | 8,987 | $560K |
| Endowment Wealth Management, Inc. | 0.29% | Reduce -1.0% | 8,923 | $556K |
| StoneX Group Inc. | 0.03% | Reduce -24.6% | 8,906 | $555K |
| Muirfield Wealth Advisors LLC | 0.44% | New | 8,875 | $553K |
| Capital & Planning, LLC | 0.38% | Add +87.1% | 8,860 | $553K |
| Three Cord True Wealth Management, LLC | 0.41% | Add +1.5% | 8,843 | $551K |
| Exchange Bank | 0.43% | Add +27.4% | 8,785 | $548K |
| Evolution Wealth Advisors, LLC | 0.08% | Add +15.4% | 8,740 | $545K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.5% | 8,729 | $544K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 8,690 | $542K |
| Capital Squared Financial LLC | 0.63% | — | 8,683 | $541K |
| KKM Financial LLC | 0.19% | No change | 8,683 | $541K |
| Berkeley Capital Partners, LLC | 0.14% | Reduce -3.3% | 8,677 | $541K |
| ORG Partners LLC | 0.12% | Add +98.3% | 8,589 | $541K |
| Farmers Trust Co. | 0.10% | Reduce -7.3% | 8,566 | $534K |
| Clarity Financial LLC | 0.06% | Add +16.6% | 8,520 | $531K |
| SCS Capital Management LLC | 0.01% | Add +10.9% | 8,514 | $531K |
| First Nebraska Trust Co | 0.05% | No change | 8,500 | $530K |
| TCFG Wealth Management, LLC | 0.24% | New | 8,479 | $529K |
| Squarepoint Ops LLC | 0.00% | Reduce -3.4% | 8,466 | $528K |
| Capital Planning Advisors, LLC | 0.08% | No change | 8,464 | $528K |
| Astoria Portfolio Advisors LLC. | 0.15% | Add +42.8% | 8,202 | $521K |
| Ingalls & Snyder LLC | 0.02% | Reduce -0.8% | 8,323 | $519K |
| Reliant Wealth Planning | 0.20% | No change | 8,317 | $519K |
| Compass Ion Advisors, LLC | 0.06% | No change | 8,276 | $516K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -4.1% | 8,163 | $509K |
| Lakeridge Wealth Management LLC | 0.23% | No change | 8,156 | $509K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.5% | 8,141 | $508K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -20.6% | 8,117 | $506K |
| Woodward Diversified Capital, LLC | 0.26% | Reduce -11.1% | 8,110 | $506K |
| Private Client Services, LLC | 0.20% | Reduce -4.4% | 8,092 | $505K |
| WBH Advisory Inc. | 0.04% | Reduce -0.1% | 8,058 | $502K |
| Beese Fulmer Investment Management, Inc. | 0.04% | New | 8,052 | $502K |
| Disciplined Investors, L.L.C. | 0.39% | Add +1.0% | 8,030 | $501K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -35.1% | 8,029 | $501K |
| Great Diamond Partners, LLC | 0.10% | Reduce -3.2% | 7,967 | $497K |
| Retirement Wealth Solutions LLC | 0.36% | Reduce -20.2% | 7,913 | $493K |
| SVB Wealth LLC | 0.03% | New | 7,902 | $493K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +18.5% | 7,895 | $492K |
| W Advisors, LLC | 0.28% | Reduce -9.5% | 7,888 | $492K |
| Northeast Financial Consultants Inc | 0.02% | No change | 7,888 | $492K |
| Atlantic Union Bankshares Corp | 0.01% | Add +100.9% | 7,882 | $492K |
| Beckerman Institutional, LLC | 0.33% | Reduce -13.8% | 7,879 | $491K |
| 4WEALTH Advisors, Inc. | 0.51% | Reduce -16.7% | 7,846 | $489K |
| Stegent Equity Advisors, Inc. | 0.43% | No change | 7,832 | $488K |
| Whalerock Point Partners, LLC | 0.11% | No change | 7,811 | $487K |
| Tacita Capital Inc | 0.31% | No change | 7,777 | $485K |
| Patten Group, Inc. | 0.10% | Reduce -4.4% | 7,769 | $484K |
| Meritage Portfolio Management | 0.03% | No change | 7,760 | $484K |
| Aspiriant, LLC | 0.02% | Add +0.8% | 7,716 | $481K |
| Clearbridge Investments, LLC | 0.00% | No change | 7,701 | $480K |
| McAdam, LLC | 0.03% | Add +4.6% | 7,687 | $479K |
| BKM Wealth Management, LLC | 0.19% | Add +0.5% | 7,670 | $478K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -0.7% | 7,628 | $476K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +3.0% | 7,598 | $474K |
| SageView Advisory Group, LLC | 0.02% | Reduce -7.8% | 7,534 | $471K |
| Belpointe Asset Management LLC | 0.02% | Reduce -3.0% | 7,522 | $469K |
| Potomac Fund Management Inc. | 0.03% | Reduce -13.6% | 7,431 | $469K |
| Dopkins Wealth Management, LLC | 0.21% | No change | 7,513 | $469K |
| WASHINGTON TRUST Co | 0.02% | No change | 7,510 | $468K |
| Arrien Investments, Inc. | 0.30% | No change | 7,500 | $468K |
| Lansing Street Advisors | 0.14% | Reduce -2.7% | 7,459 | $465K |
| Kovack Advisors, Inc. | 0.05% | Add +6.4% | 7,459 | $465K |
| Matrix Trust Co | 0.07% | Reduce -63.3% | 7,432 | $463K |
| International Assets Investment Management, LLC | 0.04% | Reduce -28.8% | 7,423 | $463K |
| DGS Capital Management, LLC | 0.10% | Reduce -17.4% | 7,393 | $461K |
| Riverbend Wealth Management, LLC | 0.35% | Add +0.6% | 7,328 | $457K |
| XML Financial, LLC | 0.04% | Reduce -7.6% | 7,307 | $456K |
| Gries Financial LLC | 0.08% | Reduce -3.3% | 7,303 | $455K |
| Orcam Financial Group | 0.39% | No change | 7,264 | $453K |
| Journey Advisory Group, LLC | 0.04% | Reduce -4.5% | 7,260 | $453K |
| First City Capital Management, Inc. | 0.26% | No change | 7,243 | $452K |
| Wisconsin Capital Management LLC | 0.25% | Add +7.4% | 7,240 | $451K |
| Brooklyn Investment Group | 0.06% | Add +35.4% | 7,226 | $451K |
| Wedmont Private Capital | 0.02% | Add +104.7% | 7,200 | $450K |
| Durante & Waters, LLC | 0.35% | No change | 7,200 | $449K |
| Integral Investment Advisors, Inc. | 0.13% | No change | 7,192 | $448K |
| Williams & Novak, LLC | 0.38% | Reduce -17.9% | 7,184 | $448K |
| Optivise Advisory Services LLC | 0.23% | Add +10.1% | 7,156 | $446K |
| Manchester Capital Management LLC | 0.06% | Add +10.9% | 7,125 | $444K |
| Two Sigma Securities, LLC | 0.05% | New | 7,123 | $444K |
| Solidarity Wealth, LLC | 0.10% | No change | 7,087 | $442K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -12.0% | 7,084 | $442K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Reduce -13.6% | 7,058 | $440K |
| PUREfi Wealth, LLC | 0.35% | Add +83.9% | 7,046 | $439K |
| Obermeyer Wealth Partners | 0.02% | Reduce -1.5% | 7,028 | $438K |
| IPG Investment Advisors LLC | 0.09% | No change | 7,007 | $437K |
| Klingman & Associates, LLC | 0.02% | Reduce -11.1% | 6,993 | $436K |
| Money Concepts Capital Corp. | 0.03% | New | 6,973 | $435K |
| Parallax Volatility Advisers, L.P. | 0.02% | Add +76.0% | 6,950 | $433K |
| Empowered Funds, LLC | 0.00% | Reduce -86.3% | 6,945 | $433K |
| Cambridge Advisors Inc. | 0.09% | Reduce -0.3% | 6,933 | $432K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 6,933 | $432K |
| Nemes Rush Group LLC | 0.05% | Add +1.1% | 6,930 | $432K |
| Cozad Asset Management Inc. | 0.04% | Add +36.4% | 6,889 | $430K |
| Indiana Trust & Investment Management Co | 0.14% | No change | 6,885 | $429K |
| Koa Wealth Management, LLC | 0.34% | Reduce -11.6% | 6,847 | $427K |
| Panoramic Investment Advisors, LLC | 0.26% | Add +0.6% | 6,830 | $426K |
| Twin Lakes Capital Management, LLC | 0.26% | No change | 6,829 | $426K |
| Landing Point Financial Group, LLC | 0.27% | Add +63.3% | 6,826 | $426K |
| Armstrong, Fleming & Moore, Inc | 0.23% | New | 6,820 | $425K |
| Fifth Third Bancorp | 0.00% | Add +21.9% | 6,812 | $425K |
| SMART Wealth LLC | 0.13% | New | 6,802 | $424K |
| Aries Wealth Management | 0.11% | Reduce -1.2% | 6,765 | $422K |
| Sandy Cove Advisors, LLC | 0.15% | Add +3.4% | 6,757 | $421K |
| Quadrant Private Wealth Management, LLC | 0.09% | Reduce -21.5% | 6,745 | $421K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +1.2% | 6,669 | $416K |
| Kathleen S. Wright Associates Inc. | 0.16% | Add +16.1% | 6,649 | $415K |
| Wynn Capital, LLC | 0.22% | No change | 6,646 | $414K |
| West Branch Capital LLC | 0.12% | No change | 6,630 | $413K |
| HUB Investment Partners, LLC | 0.01% | Add +7.5% | 6,621 | $413K |
| Broadway Wealth Solutions, Inc. | 0.26% | No change | 6,612 | $412K |
| Copia Wealth Management | 0.35% | Reduce -15.5% | 6,608 | $412K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 8,275 | $411K |
| Archer Investment Corp | 0.10% | Reduce -37.8% | 6,592 | $411K |
| CW Advisors, LLC | 0.00% | Reduce -80.0% | 6,581 | $410K |
| WESPAC Advisors SoCal, LLC | 0.09% | Reduce -1.5% | 6,577 | $410K |
| LRI Investments, LLC | 0.03% | Add +142.4% | 6,548 | $408K |
| Lantern Wealth Advisors, LLC | 0.24% | — | 6,534 | $407K |
| MRP Capital Investments, LLC | 0.28% | New | 6,500 | $405K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 6,500 | $405K |
| Milestone Asset Management, LLC | 0.09% | Reduce -84.1% | 6,475 | $404K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -6.0% | 6,459 | $403K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 6,437 | $401K |
| CRA Financial Services, LLC | 0.06% | Reduce -1.5% | 6,434 | $401K |
| Janus Henderson Group PLC | 0.00% | New | 6,434 | $401K |
| GWN Securities Inc. | 0.07% | Reduce -17.3% | 6,388 | $400K |
| Schrum Private Wealth Management LLC | 0.32% | No change | 6,415 | $400K |
| Pullen Investment Management, LLC | 0.24% | Add +9.3% | 6,398 | $399K |
| Howard Financial Services, LTD. | 0.05% | Reduce -20.8% | 6,358 | $396K |
| Pinkerton Wealth, LLC | 0.05% | Reduce -40.5% | 6,356 | $396K |
| Bourgeon Capital Management LLC | 0.08% | No change | 6,346 | $396K |
| Genesis Wealth Advisors, LLC | 0.30% | No change | 6,326 | $394K |
| CWA Asset Management Group, LLC | 0.02% | Add +1.4% | 6,306 | $393K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -9.0% | 6,259 | $390K |
| Copperwynd Financial, LLC | 0.10% | New | 6,258 | $390K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.7% | 6,264 | $390K |
| CGN Advisors LLC | 0.03% | Reduce -12.3% | 6,252 | $390K |
| TCP Asset Management, LLC | 0.08% | Reduce -1.2% | 6,231 | $389K |
| Vantage Point Financial LLC | 0.17% | Add +7.9% | 6,197 | $386K |
| Van Eck Associates Corp. | 0.00% | No change | 6,194 | $386K |
| NWF Advisory Services Inc. | 0.05% | Reduce -19.8% | 6,170 | $385K |
| Talon Private Wealth, LLC | 0.05% | Reduce -1.9% | 6,151 | $384K |
| Sound Stewardship, LLC | 0.20% | Reduce -9.1% | 6,150 | $384K |
| Nilsine Partners, LLC | 0.04% | Add +0.1% | 6,082 | $379K |
| Clay Northam Wealth Management, LLC | 0.24% | Reduce -0.4% | 6,065 | $378K |
| Monograph Wealth Advisors, LLC | 0.05% | Add +15.8% | 6,057 | $378K |
| Harbor Investment Advisory, LLC | 0.03% | Add +4.7% | 6,036 | $376K |
| Summit Global Investments | 0.02% | Reduce -0.8% | 6,033 | $376K |
| Soltis Investment Advisors LLC | 0.03% | Add +5.3% | 6,001 | $374K |
| Aspire Private Capital, LLC | 0.09% | Reduce -21.8% | 6,000 | $374K |
| Visionary Wealth Advisors | 0.02% | Add +6.1% | 5,958 | $372K |
| Tactive Advisors, LLC | 0.12% | — | 5,954 | $371K |
| Berger Financial Group, Inc | 0.02% | Add +22.8% | 5,934 | $370K |
| Ssa Swiss Advisors AG | 0.18% | Reduce -17.3% | 5,774 | $369K |
| Atlas Wealth Partners, LLC | 0.43% | No change | 5,922 | $369K |
| Magnus Financial Group LLC | 0.03% | Add +43.2% | 5,916 | $369K |
| BLB&B Advisors, LLC | 0.02% | Reduce -45.2% | 5,913 | $369K |
| Brooks, Moore & Associates, Inc. | 0.20% | New | 5,943 | $369K |
| Quintet Private Bank (Europe) S.A. | 0.02% | No change | 5,885 | $367K |
| Empirical Asset Management, LLC | 0.11% | Add +5.8% | 5,882 | $367K |
| Foundation Wealth Management, LLC | 0.26% | Add +40.5% | 5,877 | $366K |
| Edge Financial Advisors LLC | 0.19% | New | 5,811 | $365K |
| Continuum Wealth Advisors, LLC | 0.17% | No change | 5,818 | $363K |
| Fortitude Family Office, LLC | 0.12% | Add +37.6% | 5,818 | $363K |
| Vestor Capital, LLC | 0.03% | New | 1,290 | $361K |
| Wealthfront Advisers LLC | 0.00% | New | 5,778 | $360K |
| SouthState Bank Corp | 0.02% | Add +125.3% | 5,765 | $360K |
| Quattro Financial Advisors LLC | 0.13% | Add +39.8% | 5,707 | $356K |
| Certified Advisory Corp | 0.04% | Add +9.3% | 5,696 | $355K |
| Pillar Financial Advisors, LLC | 0.24% | No change | 5,670 | $354K |
| Sound Income Strategies, LLC | 0.02% | Add +35.3% | 5,649 | $352K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -0.9% | 5,647 | $352K |
| Crumly & Associates Inc. | 0.09% | No change | 5,640 | $352K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | Reduce -4.8% | 5,597 | $349K |
| Embree Financial Group | 0.05% | Add +7.1% | 5,589 | $349K |
| Fulton Bank, N.A. | 0.01% | Add +57.9% | 5,570 | $347K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 5,547 | $346K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -2.2% | 5,517 | $344K |
| Future Financial Wealth Managment LLC | 0.23% | No change | 5,500 | $343K |
| Pitcairn Co. | 0.02% | Reduce -18.4% | 5,500 | $343K |
| Sanders Morris Harris LLC | 0.08% | No change | 5,498 | $343K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -5.5% | 5,456 | $340K |
| Asset Dedication, LLC | 0.02% | Add +1.2% | 5,427 | $338K |
| Maripau Wealth Management LLC | 0.17% | Reduce -13.4% | 5,392 | $336K |
| Prentiss Smith & Co. Inc. | 0.20% | No change | 5,391 | $336K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 5,277 | $329K |
| One Charles Private Wealth Services, LLC | 0.09% | No change | 5,269 | $329K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 5,250 | $327K |
| Fiduciary Family Office, LLC | 0.11% | No change | 5,249 | $327K |
| Tyler-Stone Wealth Management | 0.05% | No change | 5,243 | $327K |
| Stone Summit Wealth LLC | 0.10% | No change | 5,223 | $326K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,195 | $324K |
| Investment Advisory Group, LLC | 0.10% | No change | 5,193 | $324K |
| Seaview Investment Managers LLC | 0.07% | Add +5.2% | 5,160 | $322K |
| Lesa Sroufe & Co | 0.29% | Add +2.3% | 5,142 | $321K |
| Avantax Planning Partners, Inc. | 0.01% | New | 5,131 | $320K |
| Private Advisory Group LLC | 0.03% | Reduce -5.4% | 5,112 | $319K |
| Sincerus Advisory, LLC | 0.30% | No change | 5,041 | $317K |
| MKD Wealth Coaches, LLC | 0.33% | Reduce -0.1% | 5,046 | $315K |
| WJ Wealth Management, LLC | 0.10% | Add +1.2% | 5,042 | $314K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 5,039 | $314K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 5,039 | $314K |
| Sfm, LLC | 0.20% | Reduce -32.1% | 5,037 | $314K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 5,017 | $313K |
| Genesis Private Wealth, LLC | 0.15% | Reduce -6.8% | 4,993 | $311K |
| Secure Asset Management, LLC | 0.06% | New | 4,985 | $311K |
| Fortis Capital Management LLC | 0.05% | New | 4,966 | $310K |
| Teamwork Financial Advisors, LLC | 0.04% | No change | 4,943 | $308K |
| Fullcircle Wealth LLC | 0.11% | Reduce -15.6% | 4,839 | $308K |
| Mechanics Financial Corp | 0.13% | Reduce -3.1% | 4,936 | $308K |
| Dagco, Inc. | 0.09% | No change | 4,925 | $307K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.8% | 4,884 | $305K |
| TFB Advisors LLC | 0.08% | Add +2.9% | 4,880 | $304K |
| 3EDGE Asset Management, LP | 0.02% | Add +0.1% | 4,875 | $304K |
| Two West Capital Advisors LLC | 0.20% | Add +39.6% | 4,822 | $303K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -4.8% | 4,844 | $302K |
| Ethos Financial Group, LLC | 0.03% | No change | 4,819 | $301K |
| West Paces Advisors Inc. | 0.06% | No change | 4,815 | $300K |
| Warren Street Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 4,813 | $300K |
| Signature Wealth Management Group | 0.12% | No change | 4,806 | $300K |
| Smith & Howard Wealth Management, LLC | 0.08% | Reduce -5.0% | 4,748 | $296K |
| Founders Financial Securities LLC | 0.02% | Add +13.8% | 4,740 | $296K |
| Davis R M Inc. | 0.01% | Add +1.5% | 4,695 | $293K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -32.9% | 4,689 | $292K |
| Hillcrest Wealth Advisors - NY, LLC | 0.14% | No change | 4,650 | $290K |
| Fiduciary Alliance LLC | 0.02% | Add +0.3% | 4,649 | $290K |
| Strategy Asset Managers LLC | 0.05% | New | 4,639 | $289K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -34.3% | 4,626 | $289K |
| Envision Financial Planning, LLC | 0.14% | Reduce -16.2% | 4,632 | $289K |
| Guidance Point Advisors, LLC | 0.08% | No change | 4,622 | $288K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -9.0% | 4,576 | $288K |
| Global Trust Asset Management, LLC | 0.15% | Add +7.0% | 4,600 | $287K |
| Herold Advisors, Inc. | 0.06% | Reduce -12.5% | 4,589 | $286K |
| Accredited Investors Inc. | 0.02% | New | 4,581 | $286K |
| Gould Capital, LLC | 0.19% | No change | 4,569 | $285K |
| Andina Capital Management, LLC | 0.20% | Reduce -33.5% | 4,554 | $284K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -9.9% | 4,538 | $283K |
| Semus Wealth Partners LLC | 0.18% | Reduce -13.3% | 4,534 | $283K |
| Chapin Davis, Inc. | 0.08% | No change | 4,525 | $282K |
| Joel Isaacson & Co., LLC | 0.01% | Add +22.6% | 4,515 | $282K |
| Vance Wealth, LLC | 0.09% | Reduce -0.2% | 4,510 | $281K |
| Valicenti Advisory Services Inc. | 0.07% | No change | 4,505 | $281K |
| Meridian Wealth Partners, LLC | 0.04% | New | 4,499 | $281K |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | Reduce -27.0% | 4,497 | $280K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +17.7% | 4,557 | $280K |
| Yukon Wealth Management, Inc. | 0.10% | Add +17.0% | 4,468 | $279K |
| Calton & Associates, Inc. | 0.05% | Add +15.4% | 4,454 | $278K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 4,436 | $277K |
| NDVR, Inc. | 0.26% | No change | 4,408 | $275K |
| First National Bank Sioux Falls | 0.10% | No change | 4,400 | $274K |
| Pin Oak Investment Advisors Inc. | 0.23% | No change | 4,636 | $273K |
| Alteri Wealth LLC | 0.11% | No change | 4,375 | $273K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.6% | 4,370 | $273K |
| ARK & TLK Investments, LLC | 0.09% | No change | 4,335 | $270K |
| Elm Partners Management LLC | 0.02% | New | 4,314 | $269K |
| Madison Wealth Partners, Inc | 0.06% | Add +8.7% | 4,313 | $269K |
| Atwater Malick LLC | 0.09% | Add +8.3% | 4,307 | $269K |
| New Hampshire Trust | 0.06% | Add +4.2% | 4,286 | $267K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.6% | 4,262 | $267K |
| Avantra Family Wealth, Inc. | 0.22% | Add +2.0% | 4,276 | $267K |
| Absolute Capital Management, LLC | 0.13% | Reduce -27.8% | 4,264 | $266K |
| Code Waechter LLC | 0.19% | No change | 4,250 | $265K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 4,184 | $265K |
| Advisor OS, LLC | 0.03% | New | 4,194 | $262K |
| Clark Asset Management, LLC | 0.04% | New | 4,172 | $260K |
| Naples Global Advisors, LLC | 0.02% | No change | 4,149 | $259K |
| Insight 2811, Inc. | 0.12% | No change | 4,145 | $258K |
| Continuum Advisory, LLC | 0.03% | Reduce -14.1% | 4,144 | $258K |
| Good Life Advisors, LLC | 0.02% | No change | 4,139 | $258K |
| Ashford Capital Management Inc. | 0.03% | Reduce -37.3% | 4,138 | $258K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 4,137 | $258K |
| Moment Partners, LLC | 0.05% | Add +10.7% | 4,125 | $257K |
| Earned Wealth Advisors, LLC | 0.05% | Reduce -8.6% | 4,113 | $256K |
| Focused Wealth Management, Inc | 0.03% | Reduce -4.7% | 4,111 | $256K |
| Vaughan David Investments LLC | 0.01% | No change | 4,100 | $256K |
| Parsons Capital Management Inc. | 0.02% | Reduce -2.4% | 4,104 | $256K |
| NorthRock Partners, LLC | 0.01% | Reduce -11.9% | 4,100 | $256K |
| First Financial Bankshares Inc | 0.01% | No change | 4,098 | $256K |
| BCU Wealth Advisors, LLC | 0.11% | Add +8.8% | 4,094 | $255K |
| Fund Evaluation Group, LLC | 0.01% | New | 4,094 | $255K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 4,090 | $255K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -1.2% | 4,081 | $254K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 4,061 | $253K |
| International Private Wealth Advisors LLC | 0.22% | Reduce -3.6% | 4,039 | $252K |
| KG Capital Management | 0.07% | Reduce -0.6% | 4,037 | $252K |
| Graney & King, LLC | 0.17% | No change | 4,015 | $250K |
| Chokshi & Queen Wealth Advisors, Inc | 0.14% | No change | 4,012 | $250K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.6% | 3,989 | $249K |
| West Bancorporation Inc. | 0.16% | No change | 3,961 | $247K |
| Smith Anglin Financial, LLC | 0.02% | No change | 3,936 | $245K |
| Rinkey Investments | 0.07% | No change | 3,925 | $245K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 3,915 | $244K |
| Integrity Wealth Solutions LLC | 0.12% | Reduce -21.2% | 3,912 | $244K |
| BTC Capital Management, Inc. | 0.02% | New | 3,900 | $243K |
| Walker Asset Management, LLC | 0.14% | Reduce -1.9% | 3,899 | $243K |
| One Day In July LLC | 0.02% | Reduce -3.6% | 3,882 | $242K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,878 | $242K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +4.5% | 3,873 | $241K |
| Ritholtz Wealth Management | 0.01% | New | 3,858 | $241K |
| Financial Partners Group, Inc | 0.03% | No change | 3,857 | $241K |
| Harrington Investments, INC | 0.13% | No change | 3,843 | $240K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 3,837 | $239K |
| M. Kulyk & Associates, LLC | 0.05% | No change | 3,836 | $239K |
| Saxon Interests, Inc. | 0.11% | No change | 4,056 | $239K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 3,834 | $239K |
| DDD Partners, LLC | 0.03% | New | 3,833 | $239K |
| Jackson Wealth Management, LLC | 0.03% | New | 3,831 | $239K |
| Main Street Group, LTD | 0.09% | No change | 3,824 | $238K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 3,810 | $238K |
| Live Oak Private Wealth LLC | 0.04% | Reduce -0.5% | 3,788 | $236K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +10.2% | 3,786 | $236K |
| BostonPremier Wealth LLC | 0.13% | No change | 3,785 | $236K |
| Genus Capital Management Inc. | 0.03% | No change | 3,780 | $236K |
| Pennington Partners & Co., LLC | 0.13% | No change | 3,770 | $235K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 3,763 | $235K |
| Telos Capital Management, Inc. | 0.02% | Reduce -12.3% | 3,751 | $234K |
| Peak Financial Management, Inc. | 0.07% | No change | 3,718 | $232K |
| Tempus Wealth Planning, LLC | 0.06% | No change | 3,710 | $231K |
| D.B. Root & Company, LLC | 0.07% | No change | 3,707 | $231K |
| Diversified Enterprises, LLC | 0.02% | Add +4.6% | 3,683 | $230K |
| Centric Wealth Management | 0.05% | No change | 3,564 | $228K |
| Allen Capital Group, LLC | 0.02% | Add +0.1% | 3,652 | $228K |
| Significant Wealth Partners LLC | 0.11% | No change | 3,650 | $228K |
| Transce3nd, LLC | 0.10% | Reduce -8.5% | 3,649 | $228K |
| Mystic Asset Management, Inc. | 0.05% | No change | 3,631 | $226K |
| Argyle Capital Partners, LLC | 0.19% | No change | 3,627 | $226K |
| Boreal Capital Management LLC | 0.22% | — | 3,605 | $225K |
| Hardman Johnston Global Advisors LLC | 0.01% | No change | 3,600 | $224K |
| Trust Co. of Vermont | 0.01% | No change | 3,595 | $224K |
| HCR Wealth Advisors | 0.03% | No change | 3,594 | $224K |
| Gen-Wealth Partners Inc | 0.09% | Add +6.0% | 3,590 | $224K |
| Tru Independence Asset Management 2, LLC | 0.15% | No change | 3,579 | $223K |
| WFA of San Diego, LLC | 0.16% | — | 3,575 | $223K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,565 | $222K |
| Foster & Motley Inc. | 0.01% | No change | 3,565 | $222K |
| Advantage Trust Co | 0.11% | Add +8.6% | 3,552 | $222K |
| KFG Wealth Management, LLC | 0.04% | Add +4.0% | 3,542 | $221K |
| City Center Advisors, LLC | 0.24% | Reduce -7.5% | 3,538 | $221K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,520 | $220K |
| Mairs & Power Inc. | 0.00% | New | 3,525 | $220K |
| Elios Financial Group Inc. | 0.10% | New | 3,519 | $219K |
| Lyell Wealth Management, LP | 0.02% | New | 3,517 | $219K |
| Strategies Wealth Advisors, LLC | 0.02% | Reduce -55.0% | 3,486 | $217K |
| Trilogy Capital Inc. | 0.01% | Reduce -6.0% | 3,485 | $217K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | No change | 3,484 | $217K |
| Sanchez Wealth Management Group | 0.05% | Reduce -15.2% | 3,480 | $217K |
| Cottage Street Advisors LLC | 0.11% | New | 3,472 | $217K |
| Alpine Bank Wealth Management | 0.03% | No change | 3,461 | $216K |
| Zuckerman Investment Group, LLC | 0.02% | New | 3,457 | $216K |
| Alexander Labrunerie & Co., Inc. | 0.09% | New | 3,454 | $215K |
| Presidio Capital Management, LLC | 0.08% | Reduce -0.3% | 3,451 | $215K |
| Elevated Capital Advisors, LLC | 0.06% | No change | 3,650 | $215K |
| Reyes Financial Architecture, Inc. | 0.19% | Reduce -12.2% | 3,448 | $215K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 3,444 | $215K |
| Fiduciary Group, LLC | 0.02% | Reduce -2.3% | 3,435 | $214K |
| James J. Burns & Company, LLC | 0.03% | Add +0.1% | 3,430 | $214K |
| Winthrop Capital Management, LLC | 0.05% | No change | 3,422 | $213K |
| United Advisor Group, LLC | 0.04% | New | 3,385 | $211K |
| MJP Associates Inc. | 0.03% | New | 3,385 | $211K |
| Obsidian Personal Planning Solutions LLC | 0.09% | No change | 3,382 | $211K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -4.3% | 3,375 | $210K |
| Jeppson Wealth Management, LLC | 0.07% | New | 3,370 | $210K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 3,370 | $210K |
| Foster Group, Inc. | 0.01% | New | 3,368 | $210K |
| Norden Group LLC | 0.02% | New | 3,354 | $209K |
| Evernest Financial Advisors, LLC | 0.07% | Reduce -2.3% | 3,348 | $209K |
| White Knight Strategic Wealth Advisors, LLC | 0.18% | New | 3,341 | $208K |
| Lazard Asset Management LLC | 0.00% | No change | 3,341 | $208K |
| Sard Wealth Management Group, LLC | 0.13% | New | 3,334 | $208K |
| High Net Worth Advisory Group LLC | 0.06% | New | 3,329 | $208K |
| Theory Financial LLC | 0.08% | New | 3,341 | $207K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -78.0% | 3,303 | $206K |
| Smithfield Trust Co | 0.01% | No change | 3,276 | $205K |
| New Capital Management LP | 0.06% | New | 3,250 | $203K |
| Clear Investment Research, LLC | 0.26% | Reduce -6.4% | 3,244 | $202K |
| Kings Path Partners LLC | 0.08% | No change | 3,233 | $202K |
| Asset Management Group, Inc. | 0.04% | New | 3,225 | $201K |
| Compass Financial Group, INC | 0.03% | New | 3,209 | $200K |
| Flagship Wealth Advisors, LLC | 0.07% | Add +10.7% | 3,167 | $197K |
| First Eagle Investment Management, LLC | 0.00% | Add +215.7% | 3,056 | $189K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 3,014 | $188K |
| WealthCollab, LLC | 0.11% | No change | 3,000 | $187K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -9.1% | 2,922 | $182K |
| Rothschild Investment LLC | 0.01% | No change | 2,908 | $181K |
| Colonial Trust Advisors | 0.01% | No change | 2,834 | $177K |
| Smartleaf Asset Management LLC | 0.02% | Add +179.9% | 2,841 | $175K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -3.2% | 2,806 | $175K |
| Centennial Bank | 0.07% | Add +833.3% | 2,800 | $175K |
| Holos Integrated Wealth LLC | 0.10% | Reduce -23.5% | 2,723 | $174K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -60.9% | 2,763 | $172K |
| Financial Perspectives, Inc | 0.05% | No change | 2,753 | $172K |
| Stephens Consulting, LLC | 0.04% | No change | 2,655 | $166K |
| MorganRosel Wealth Management, LLC | 0.04% | No change | 2,635 | $164K |
| Tidemark, LLC | 0.05% | No change | 2,613 | $163K |
| Granite FO LLC | 0.09% | Reduce -28.1% | 2,565 | $160K |
| Creekmur Asset Management LLC | 0.03% | Reduce -4.1% | 2,559 | $160K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | — | 2,677 | $158K |
| First Pacific Financial | 0.02% | Reduce -5.8% | 2,531 | $158K |
| Hollencrest Capital Management | 0.01% | No change | 2,500 | $156K |
| Barnes Dennig Private Wealth Management LLC | 0.19% | Add +523.2% | 2,499 | $156K |
| Caldwell Trust Co | 0.02% | No change | 2,479 | $155K |
| Raffa Wealth Management, LLC | 0.03% | New | 2,476 | $154K |
| LGT Financial Advisors LLC | 0.38% | Reduce -12.9% | 2,387 | $149K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,371 | $148K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -90.5% | 2,367 | $148K |
| Mizuho Securities Co. Ltd. | 0.50% | New | 2,230 | $139K |
| Horizons Wealth Management | 0.10% | Reduce -3.6% | 2,216 | $138K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +215.3% | 2,204 | $137K |
| Parkworth Wealth Management, Inc. | 0.10% | No change | 2,195 | $137K |
| First United Bank & Trust | 0.05% | Add +12.6% | 2,142 | $134K |
| Legacy Bridge, LLC | 0.06% | Add +259.1% | 2,079 | $130K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -7.0% | 2,076 | $129K |
| North Star Investment Management Corp. | 0.01% | Add +10.3% | 2,075 | $129K |
| LFA - Lugano Financial Advisors SA | 0.08% | New | 2,071 | $129K |
| Wells Financial Advisors INC | 0.17% | No change | 2,000 | $125K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,000 | $125K |
| Burkett Financial Services, LLC | 0.04% | No change | 1,920 | $120K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -31.0% | 1,876 | $117K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,812 | $113K |
| Nalls Sherbakoff Group, LLC | 0.08% | Add +5.9% | 1,803 | $112K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,780 | $111K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,752 | $109K |
| CX Institutional | 0.00% | Reduce -82.0% | 1,714 | $107K |
| GAMMA Investing LLC | 0.01% | Add +4.3% | 1,705 | $106K |
| South Plains Financial, Inc. | 0.07% | Reduce -28.2% | 1,635 | $102K |
| Inlight Wealth Management, LLC | 0.05% | No change | 1,606 | $100K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -33.8% | 1,602 | $100K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,590 | $99K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $98K |
| Park Square Financial Group, LLC | 0.07% | No change | 1,533 | $96K |
| CNB Bank | 0.05% | No change | 1,525 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +18.8% | 1,514 | $94K |
| Quest 10 Wealth Builders, Inc. | 0.09% | No change | 1,510 | $94K |
| Atticus Wealth Management, LLC | 0.03% | No change | 1,500 | $94K |
| Proathlete Wealth Management LLC | 0.03% | No change | 1,456 | $91K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -13.6% | 1,418 | $88K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +132.9% | 1,381 | $86K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 1,370 | $85K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,362 | $85K |
| Crews Bank & Trust | 0.01% | No change | 1,350 | $84K |
| Avondale Wealth Management | 0.05% | Reduce -16.1% | 1,349 | $84K |
| N.E.W. Advisory Services LLC | 0.01% | Add +7.0% | 1,337 | $83K |
| NBT Bank, N.A. | 0.01% | No change | 1,318 | $82K |
| Resources Management Corp. /CT/ | 0.01% | New | 1,319 | $82K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.8% | 1,286 | $80K |
| McIlrath & Eck, LLC | 0.01% | Add +6.6% | 1,150 | $72K |
| Roble, Belko & Company, Inc | 0.01% | Add +56.4% | 1,140 | $71K |
| Centricity Wealth Management, LLC | 0.06% | No change | 1,121 | $70K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,105 | $69K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,099 | $69K |
| First Community Trust NA | 0.05% | No change | 1,075 | $67K |
| Independence Bank of Kentucky | 0.01% | No change | 1,062 | $66K |
| New Millennium Group LLC | 0.04% | Reduce -98.9% | 1,061 | $66K |
| Tompkins Financial Corp. | 0.01% | No change | 1,048 | $65K |
| Blume Capital Management, Inc. | 0.01% | Add +85.5% | 1,020 | $64K |
| Tortoise Investment Management, LLC | 0.01% | Add +12.8% | 1,015 | $63K |
| Financial Management Professionals, Inc. | 0.01% | Add +25.2% | 1,009 | $63K |
| Accordant Advisory Group Inc | 0.05% | No change | 1,000 | $62K |
| Winnacle Wealth LLC | 0.05% | New | 1,000 | $62K |
| Barrett & Company, Inc. | 0.02% | No change | 1,000 | $62K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,000 | $62K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $62K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -26.2% | 973 | $62K |
| Bellevue Asset Management, LLC | 0.03% | No change | 931 | $58K |
| Financial Freedom, LLC | 0.03% | No change | 875 | $55K |
| North Capital, Inc. | 0.05% | Add +52.4% | 873 | $54K |
| J.Safra Asset Management Corp | 0.00% | New | 872 | $54K |
| MCF Advisors LLC | 0.00% | No change | 871 | $54K |
| Avion Wealth | 0.01% | No change | 869 | $54K |
| Center for Financial Planning, Inc. | 0.01% | No change | 850 | $53K |
| Abound Wealth Management | 0.01% | Add +20.1% | 848 | $53K |
| Greykasell Wealth Strategies, Inc. | 0.03% | Add +2550.0% | 848 | $53K |
| Valued Wealth Advisors LLC | 0.03% | No change | 840 | $52K |
| Operose Advisors LLC | 0.01% | No change | 839 | $52K |
| Rakuten Securities, Inc. | 0.02% | Reduce -27.2% | 834 | $52K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 828 | $52K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 810 | $51K |
| Creative Capital Management Investments LLC | 0.02% | Add +1892.5% | 797 | $50K |
| NFSG Corp | 0.01% | Reduce -8.5% | 786 | $49K |
| Pingora Partners LLC | 0.04% | No change | 784 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | New | 775 | $48K |
| HM Payson & Co. | 0.00% | No change | 761 | $47K |
| Beacon Capital Management, LLC | 0.01% | Add +48.5% | 750 | $47K |
| Truvestments Capital LLC | 0.01% | Reduce -4.3% | 736 | $46K |
| Total Investment Management Inc. | 0.01% | New | 736 | $46K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 725 | $45K |
| Pacifica Partners Inc. | 0.02% | No change | 729 | $45K |
| First Financial Corp. | 0.02% | No change | 715 | $45K |
| SJS Investment Consulting Inc. | 0.01% | No change | 712 | $44K |
| Founders Capital Management | 0.03% | No change | 710 | $44K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 708 | $44K |
| Crewe Advisors LLC | 0.01% | Add +128.5% | 697 | $43K |
| Zions Bancorporation, National Association | 0.00% | No change | 695 | $43K |
| Orion Capital Management LLC | 0.02% | No change | 661 | $41K |
| Park Place Capital Corp | 0.01% | Add +873.0% | 613 | $39K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 625 | $38K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $37K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 560 | $35K |
| GoalVest Advisory LLC | 0.01% | No change | 550 | $34K |
| Godsey & Gibb, Inc. | 0.00% | No change | 530 | $33K |
| Garrison Bradford & Associates Inc. | 0.03% | No change | 500 | $31K |
| Traub Capital Management LLC | 0.03% | — | 500 | $31K |
| Team Financial Group, LLC | 0.02% | New | 495 | $31K |
| Dunhill Financial, LLC | 0.01% | No change | 472 | $29K |
| Breakwater Investment Management | 0.01% | No change | 460 | $29K |
| BankPlus Trust Department | 0.01% | No change | 456 | $28K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 454 | $28K |
| Optimum Investment Advisors | 0.01% | No change | 450 | $28K |
| Dynamic Wealth Strategies, LLC | 0.02% | Add +17.4% | 446 | $28K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -11.7% | 438 | $28K |
| Key Financial Inc | 0.01% | New | 444 | $28K |
| Private Wealth Management Group, LLC | 0.01% | Add +290.9% | 430 | $27K |
| Keener Financial Planning LLC | 0.01% | New | 413 | $25K |
| MTM Investment Management, LLC | 0.01% | New | 400 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $25K |
| Trust Co. of Toledo NA | 0.00% | New | 384 | $24K |
| Old Second National Bank of Aurora | 0.01% | No change | 375 | $23K |
| Princeton Global Asset Management LLC | 0.00% | New | 366 | $23K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -31.7% | 368 | $23K |
| Friedenthal Financial | 0.01% | New | 360 | $22K |
| Compass Financial Services Inc | 0.01% | Reduce -36.6% | 351 | $22K |
| Front Row Advisors LLC | 0.01% | New | 350 | $22K |
| Trust Co | 0.00% | No change | 326 | $20K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 321 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Add +267.8% | 320 | $20K |
| Evolution Wealth Management Inc. | 0.02% | — | 308 | $19K |
| Innovative Advisory Group, LLC | 0.02% | No change | 303 | $19K |
| Chelsea Counsel Co. | 0.01% | No change | 291 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -16.7% | 280 | $18K |
| Woodside Wealth Management LLC | 0.01% | No change | 276 | $17K |
| Main Management LLC | 0.00% | No change | 250 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 243 | $15K |
| Kiker Wealth Management, LLC | 0.01% | Reduce -30.6% | 236 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 219 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $12K |
| Delta Asset Management LLC | 0.00% | No change | 195 | $12K |
| Ameriflex Group, Inc. | 0.01% | No change | 184 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | Reduce -73.2% | 178 | $11K |
| Hoey Investments, Inc. | 0.00% | Reduce -76.7% | 175 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 169 | $11K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 161 | $10K |
| Louisbourg Investments Inc. | 0.00% | Reduce -25.0% | 150 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 140 | $9K |
| Gables Capital Management Inc. | 0.00% | No change | 130 | $8K |
| TD Capital Management LLC | 0.00% | No change | 130 | $8K |
| Bare Financial Services, Inc | 0.00% | Reduce -51.2% | 124 | $8K |
| Rossby Financial, LCC | 0.00% | Add +30.0% | 117 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 96 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 95 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 80 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $4K |
| Chilton Capital Management LLC | 0.00% | Reduce -50.0% | 67 | $4K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 65 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 62 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 61 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 57 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 57 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 56 | $3K |
| JDM Financial Group LLC | 0.00% | No change | 55 | $3K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| Clark Wealth Partners | 0.00% | Reduce -76.1% | 50 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 42 | $3K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -16.3% | 41 | $3K |
| Painted Porch Advisors LLC | 0.00% | Reduce -12.8% | 41 | $3K |
| Hager Investment Management Services, LLC | 0.00% | No change | 38 | $2K |
| Concord Wealth Partners | 0.00% | No change | 31 | $2K |
| Perritt Capital Management Inc | 0.00% | No change | 30 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 20 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $1K |
| CKW Financial Group | 0.00% | No change | 9 | $1K |
| Newton One Investments LLC | 0.00% | New | 14 | $874 |
| Solstein Capital, LLC | 0.00% | New | 13 | $811 |
| Investors Research Corp | 0.00% | Reduce -96.1% | 13 | $811 |
| Alerus Financial NA | 0.00% | Reduce -99.8% | 12 | $749 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $698 |
| Roxbury Financial LLC | 0.00% | New | 10 | $624 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $374 |
| Darwin Wealth Management, LLC | 0.00% | New | 4 | $249 |
| Putney Financial Group LLC | 0.00% | No change | 2 | $125 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.